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The Analysis of Beacon Financial Advisory LLC's Holdings & P&L

Currently, Beacon Financial Advisory LLC holds 417 types of securities in its portfolio with a total value $508.0M. In the most recent quarter, they have increased their positions in VGT (+17.3K shares, valued at $2.1M), N/A (+21.3K shares, valued at $1.9M), IWF (+11.8K shares, valued at $1.5M); decreased their positions in FVD (-23.1K shares, valued at $1.1M), CVX (-6.4K shares, valued at $1.1M), VZ (-19.1K shares, valued at $807.9K); initiated new positions in SWK (+14.4K shares, valued at $1.4M), TGT (+9.6K shares, valued at $1.2M), SNDK (+289 shares, valued at $657.1K).

1M P&L

+929.9K+0.21%

3M P&L

+15.1M+3.54%

HY P&L

+9.7M+2.25%

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/A330.5M

73.8%

2Semiconductors14.5M

3.2%

3Consumer Electronics10.5M

2.4%

Top Industries by Stock Count

1N/A264 stocks

69.5%

2Semiconductors8 stocks

2.1%

3Aerospace & Defense7 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGDV CAPITAL GROUP DIVIDEND VALUE447.3K shares4.52%2026-06-302026-08-05

JEPI J P MORGAN EXCHANGE TRADED F360.0K shares2.00%2026-06-302026-08-05

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F202.3K shares3.04%2026-06-302026-08-05

FLXR TCW ETF TRUST294.1K shares3.49%2026-06-302026-08-05

TCAF T ROWE PRICE EXCHANGE-TRADED263.1K shares2.59%2026-06-302026-08-05

AAPL APPLE INC36.4K shares1.53%2026-06-302026-08-05

FVD FIRST TR EXCHANGE-TRADED FD201.2K shares-10.31%2026-06-302026-08-05

JPST J P MORGAN EXCHANGE TRADED F168.7K shares14.01%2026-06-302026-08-05

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST80.3K shares35.98%2026-06-302026-08-05

NVDA NVIDIA CORPORATION33.8K shares4.51%2026-06-302026-08-05

AMZN AMAZON COM INC27.2K shares3.80%2026-06-302026-08-05

CGGR CAPITAL GROUP GROWTH ETF129.3K shares7.88%2026-06-302026-08-05

VIG VANGUARD SPECIALIZED FUNDS24.4K shares-1.44%2026-06-302026-08-05

MSFT MICROSOFT CORP15.3K shares4.37%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.6K shares-3.67%2026-06-302026-08-05

DGRO ISHARES TR65.1K shares5.59%2026-06-302026-08-05

Sponsored

GOOGL ALPHABET INC13.4K shares0.95%2026-06-302026-08-05

VTV VANGUARD INDEX FDS21.7K shares5.82%2026-06-302026-08-05

TSLA TESLA INC9.3K shares1.47%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO11.6K shares-0.36%2026-06-302026-08-05

GSUS GOLDMAN SACHS ETF TR36.4K shares6.68%2026-06-302026-08-05

GPIX GOLDMAN SACHS ETF TR67.5K shares17.03%2026-06-302026-08-05

QUAL ISHARES TR16.6K shares-13.66%2026-06-302026-08-05

SFLR INNOVATOR ETFS TRUST86.2K shares8.77%2026-06-302026-08-05

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD68.2K shares72.11%2026-06-302026-08-05

ISHARES TR ISHARES TR4.4K shares-1.91%2026-06-302026-08-05

CGGO CAPITAL GROUP GBL GROWTH EQT75.4K shares21.70%2026-06-302026-08-05

VISA INC VISA INC9.2K shares8.94%2026-06-302026-08-05

IVW ISHARES TR21.6K shares3.49%2026-06-302026-08-05

EXXON MOBIL CORP EXXON MOBIL CORP21.6K shares6.74%2026-06-302026-08-05

RDVY FIRST TR EXCHANGE TRADED FD35.6K shares14.09%2026-06-302026-08-05

IQLT ISHARES TR56.6K shares-0.20%2026-06-302026-08-05

Sponsored

CCEF CALAMOS ETF TR90.1K shares0.85%2026-06-302026-08-05

PYLD PIMCO ETF TR101.5K shares21.37%2026-06-302026-08-05

JAAA JANUS DETROIT STR TR51.2K shares-4.73%2026-06-302026-08-05

BROADCOM INC BROADCOM INC6.8K shares-1.72%2026-06-302026-08-05

FENI FIDELITY COVINGTON TRUST63.9K shares10.89%2026-06-302026-08-05

MU MICRON TECHNOLOGY INC2.2K shares-3.81%2026-06-302026-08-05

SDVY FIRST TR EXCHANGE TRADED FD59.4K shares35.08%2026-06-302026-08-05

DYNF BLACKROCK ETF TRUST36.9K shares0.67%2026-06-302026-08-05

Sponsored

DUHP DIMENSIONAL ETF TRUST57.5K shares13.71%2026-06-302026-08-05

RSP INVESCO EXCHANGE TRADED FD T11.2K shares0.61%2026-06-302026-08-05

VGT VANGUARD WORLD FD19.8K shares714.30%2026-06-302026-08-05

ILCG ISHARES TR19.4K shares0.27%2026-06-302026-08-05

AOM ISHARES TR44.5K shares0.66%2026-06-302026-08-05

PAVE GLOBAL X FDS37.4K shares3.81%2026-06-302026-08-05

META PLATFORMS INC META PLATFORMS INC3.9K shares7.30%2026-06-302026-08-05

KO COCA COLA CO26.7K shares-0.41%2026-06-302026-08-05

Sponsored

GPIQ GOLDMAN SACHS ETF TR36.6K shares14.42%2026-06-302026-08-05

CAT CATERPILLAR INC2.0K shares-1.85%2026-06-302026-08-05

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC2.8K shares1.04%2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC2.1K shares0.05%2026-06-302026-08-05

IUSB ISHARES TR46.0K shares54.42%2026-06-302026-08-05

IVE ISHARES TR9.2K shares-5.95%2026-06-302026-08-05

FTSM FIRST TR EXCHANGE-TRADED FD34.0K shares-0.20%2026-06-302026-08-05

IWF ISHARES TR16.4K shares260.87%2026-06-302026-08-05

Sponsored

XSVN BONDBLOXX ETF TRUST42.3K shares10.29%2026-06-302026-08-05

VYM VANGUARD WHITEHALL FDS12.5K shares-8.35%2026-06-302026-08-05

FESM FIDELITY COVINGTON TRUST41.0K shares50.21%2026-06-302026-08-05

QGRO AMERICAN CENTY ETF TR16.8K shares-1.22%2026-06-302026-08-05

MCD MCDONALDS CORP7.0K shares-2.24%2026-06-302026-08-05

USVM VICTORY PORTFOLIOS II17.0K shares9.82%2026-06-302026-08-05

SOXX ISHARES TR2.9K shares0.35%2026-06-302026-08-05

ITOT ISHARES TR11.2K shares-3.55%2026-06-302026-08-05

Sponsored

DFUV DIMENSIONAL ETF TRUST33.5K shares0.03%2026-06-302026-08-05

QCOM QUALCOMM INC10.0K shares-0.39%2026-06-302026-08-05

OEF ISHARES TR4.9K shares3.00%2026-06-302026-08-05

LMBS FIRST TR EXCHANGE-TRADED FD35.8K shares-1.29%2026-06-302026-08-05

ACMR ACM RESH INC13.8K shares-1.46%2026-06-302026-08-05

ISHARES TR ISHARES TR17.6K shares40.61%2026-06-302026-08-05

SCHZ SCHWAB STRATEGIC TR71.2K shares6.83%2026-06-302026-08-05

CAIE CALAMOS ETF TR59.8K shares3.33%2026-06-302026-08-05

Sponsored

DFIV DIMENSIONAL ETF TRUST29.7K shares20.83%2026-06-302026-08-05

POCT INNOVATOR ETFS TRUST33.9K shares-1.74%2026-06-302026-08-05

QQQM INVESCO EXCH TRADED FD TR II5.2K shares40.96%2026-06-302026-08-05

NUE NUCOR CORP7.0K shares0.11%2026-06-302026-08-05

WMT WALMART INC13.3K shares1.79%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL3.0K shares-1.44%2026-06-302026-08-05

QQQ INVESCO QQQ TR2.0K shares-6.41%2026-06-302026-08-05

XLK SELECT SECTOR SPDR TR7.7K shares-4.85%2026-06-302026-08-05

Sponsored

XSD SPDR SERIES TRUST2.3K shares0.04%2026-06-302026-08-05

BAUG INNOVATOR ETFS TRUST27.1K shares0.00%2026-06-302026-08-05

PG PROCTER & GAMBLE CO9.5K shares3.09%2026-06-302026-08-05

GSIE GOLDMAN SACHS ETF TR30.6K shares9.17%2026-06-302026-08-05

CGBL CAPITAL GROUP CORE BALANCED36.5K shares3.10%2026-06-302026-08-05

SCHO SCHWAB STRATEGIC TR57.2K shares-2.61%2026-06-302026-08-05

FE FIRSTENERGY CORP28.7K shares8.56%2026-06-302026-08-05

AEP AMERICAN ELEC PWR CO INC10.0K shares5.30%2026-06-302026-08-05

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD14.5K shares-3.75%2026-06-302026-08-05

BAI BLACKROCK ETF TRUST25.8K shares-4.72%2026-06-302026-08-05

CAH CARDINAL HEALTH INC5.7K shares-2.15%2026-06-302026-08-05

SWK STANLEY BLACK & DECKER INC14.4K sharesnew addition2026-06-302026-08-05

TMSL T ROWE PRICE EXCHANGE-TRADED30.8K shares13.34%2026-06-302026-08-05

USB US BANCORP22.0K shares0.14%2026-06-302026-08-05

VUG VANGUARD INDEX FDS15.3K shares479.46%2026-06-302026-08-05

IRM IRON MTN INC DEL10.4K shares-1.68%2026-06-302026-08-05

Sponsored

BOND PIMCO ETF TR14.0K shares3.91%2026-06-302026-08-05

DVY ISHARES TR8.2K shares3.72%2026-06-302026-08-05

PEP PEPSICO INC9.4K shares-0.86%2026-06-302026-08-05

GOOG ALPHABET INC3.6K shares-5.54%2026-06-302026-08-05

VOO VANGUARD INDEX FDS1.8K shares-5.10%2026-06-302026-08-05

DFAT DIMENSIONAL ETF TRUST18.1K shares20.59%2026-06-302026-08-05

VWO VANGUARD INTL EQUITY INDEX F21.0K shares13.73%2026-06-302026-08-05

TGT TARGET CORP9.6K sharesnew addition2026-06-302026-08-05

Sponsored

SCHD SCHWAB STRATEGIC TR39.2K shares36.68%2026-06-302026-08-05

GCOR GOLDMAN SACHS ETF TR30.1K shares16.35%2026-06-302026-08-05

DFEM DIMENSIONAL ETF TRUST29.7K shares13.94%2026-06-302026-08-05

ABBVIE INC ABBVIE INC4.8K shares17.81%2026-06-302026-08-05

PFE PFIZER INC49.7K shares1.48%2026-06-302026-08-05

ISHARES TR ISHARES TR12.4K shares6.73%2026-06-302026-08-05

INTC INTEL CORP8.5K shares-12.42%2026-06-302026-08-05

C CITIGROUP INC8.4K shares-0.55%2026-06-302026-08-05

Sponsored

SPMO INVESCO EXCH TRADED FD TR II7.3K shares-4.65%2026-06-302026-08-05

SCHG SCHWAB STRATEGIC TR34.7K shares4.06%2026-06-302026-08-05

GSLC GOLDMAN SACHS ETF TR8.3K shares3.78%2026-06-302026-08-05

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC10.0K shares4.18%2026-06-302026-08-05

DFUS DIMENSIONAL ETF TRUST14.1K shares-0.41%2026-06-302026-08-05

VBR VANGUARD INDEX FDS4.7K shares2.95%2026-06-302026-08-05

SJM SMUCKER J M CO10.2K shares0.00%2026-06-302026-08-05

PFEB INNOVATOR ETFS TRUST26.5K shares-0.48%2026-06-302026-08-05

Sponsored

GE GE AEROSPACE3.1K shares5.67%2026-06-302026-08-05

BINC BLACKROCK ETF TRUST II21.8K shares-0.78%2026-06-302026-08-05

CIBR FIRST TR EXCHANGE-TRADED FD12.6K shares-15.59%2026-06-302026-08-05

BUFF INNOVATOR ETFS TRUST21.0K shares24.20%2026-06-302026-08-05

MDY STATE STR SPDR S&P MIDCAP 401.6K shares-1.70%2026-06-302026-08-05

XLY SELECT SECTOR SPDR TR9.3K shares0.06%2026-06-302026-08-05

EFV ISHARES TR14.3K shares-26.64%2026-06-302026-08-05

CORO BLACKROCK ETF TRUST29.7K shares11.15%2026-06-302026-08-05

Sponsored

EPS WISDOMTREE TR13.9K shares-3.07%2026-06-302026-08-05

IAGG ISHARES TR21.3K shares-15.49%2026-06-302026-08-05

PPG PPG INDS INC8.7K shares-0.09%2026-06-302026-08-05

NOC NORTHROP GRUMMAN CORP2.1K shares-0.72%2026-06-302026-08-05

RAVI FLEXSHARES TR13.9K shares14.22%2026-06-302026-08-05

CHAT TIDAL TRUST II10.6K shares7.37%2026-06-302026-08-05

ACWX ISHARES TR13.7K shares17.37%2026-06-302026-08-05

IWR ISHARES TR9.4K shares0.06%2026-06-302026-08-05

Sponsored

OUSM ALPS ETF TR21.2K shares-0.30%2026-06-302026-08-05

DFAC DIMENSIONAL ETF TRUST22.3K shares0.00%2026-06-302026-08-05

FAST FASTENAL CO20.4K shares0.08%2026-06-302026-08-05

IJR ISHARES TR6.6K shares-0.06%2026-06-302026-08-05

XTEN BONDBLOXX ETF TRUST21.3K shares-19.02%2026-06-302026-08-05

XLF SELECT SECTOR SPDR TR18.1K shares0.16%2026-06-302026-08-05

TROW PRICE T ROWE GROUP INC8.5K shares0.00%2026-06-302026-08-05

FPEI FIRST TR EXCH TRADED FD III49.4K shares-3.23%2026-06-302026-08-05

Sponsored

QDPL PACER FDS TR20.9K shares25.21%2026-06-302026-08-05

BJUN INNOVATOR ETFS TRUST19.0K shares0.00%2026-06-302026-08-05

APPLIED MATLS INC APPLIED MATLS INC1.3K shares5.94%2026-06-302026-08-05

MRK MERCK & CO INC7.1K shares7.37%2026-06-302026-08-05

ETN EATON CORP PLC2.1K shares-4.18%2026-06-302026-08-05

TMUS T-MOBILE US INC5.4K shares-0.37%2026-06-302026-08-05

VRT VERTIV HOLDINGS CO2.7K shares3.75%2026-06-302026-08-05

MBB ISHARES TR9.5K shares9.11%2026-06-302026-08-05

Sponsored

T AT&T INC43.2K shares25.53%2026-06-302026-08-05

DGRW WISDOMTREE TR9.3K shares-3.38%2026-06-302026-08-05

FEGE RBB FUND TRUST18.2K shares63.30%2026-06-302026-08-05

AVEM AMERICAN CENTY ETF TR9.2K shares-17.23%2026-06-302026-08-05

DIS DISNEY WALT CO9.2K shares-0.59%2026-06-302026-08-05

JHPI JOHN HANCOCK EXCHANGE TRADED38.7K shares1.46%2026-06-302026-08-05

IGRO ISHARES TR10.0K shares-0.21%2026-06-302026-08-05

LOW LOWES COS INC3.9K shares-4.87%2026-06-302026-08-05

Sponsored

JNJ JOHNSON & JOHNSON3.4K shares-0.56%2026-06-302026-08-05

FPE FIRST TR EXCH TRADED FD III47.0K shares-0.48%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC1.4K shares4.03%2026-06-302026-08-05

GOVT ISHARES TR36.8K shares21.54%2026-06-302026-08-05

LLY ELI LILLY & CO699 shares0.00%2026-06-302026-08-05

PAUG INNOVATOR ETFS TRUST18.4K shares0.00%2026-06-302026-08-05

VEA VANGUARD TAX-MANAGED FDS11.6K shares-1.99%2026-06-302026-08-05

PWB INVESCO EXCHANGE TRADED FD T4.9K shares0.00%2026-06-302026-08-05

Sponsored

ARK ETF TR ARK ETF TR10.2K shares4.28%2026-06-302026-08-05

PSEP INNOVATOR ETFS TRUST17.8K shares-9.74%2026-06-302026-08-05

IAU ISHARES GOLD TR10.8K shares-6.18%2026-06-302026-08-05

VBK VANGUARD INDEX FDS2.2K shares25.52%2026-06-302026-08-05

KMB KIMBERLY-CLARK CORP7.2K shares0.22%2026-06-302026-08-05

USMV ISHARES TR8.1K shares3.51%2026-06-302026-08-05

HD HOME DEPOT INC2.2K shares2.65%2026-06-302026-08-05

THRO BLACKROCK ETF TRUST18.0K shares-17.26%2026-06-302026-08-05

Sponsored

ORACLE CORP ORACLE CORP5.3K shares2.67%2026-06-302026-08-05

AOR ISHARES TR11.0K shares0.44%2026-06-302026-08-05

CISCO SYS INC CISCO SYS INC6.5K shares-3.11%2026-06-302026-08-05

DFIC DIMENSIONAL ETF TRUST20.4K shares0.08%2026-06-302026-08-05

QTUM ETF SER SOLUTIONS4.6K shares9.70%2026-06-302026-08-05

MEDTRONIC PLC MEDTRONIC PLC9.7K shares-1.69%2026-06-302026-08-05

USMF WISDOMTREE TR13.8K shares-2.33%2026-06-302026-08-05

XLI SELECT SECTOR SPDR TR4.0K shares-0.96%2026-06-302026-08-05

Sponsored

CAIQ CALAMOS ETF TR26.8K shares2.86%2026-06-302026-08-05

BNOV INNOVATOR ETFS TRUST14.9K shares0.00%2026-06-302026-08-05

BSV VANGUARD BD INDEX FDS8.9K shares28.80%2026-06-302026-08-05

IMAR INNOVATOR ETFS TRUST22.7K shares28.81%2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION739 shares-3.40%2026-06-302026-08-05

PJFV PGIM ETF TR7.0K shares0.00%2026-06-302026-08-05

PAYX PAYCHEX INC7.0K shares5.29%2026-06-302026-08-05

XLC SELECT SECTOR SPDR TR6.3K shares0.19%2026-06-302026-08-05

Sponsored

DELL DELL TECHNOLOGIES INC1.6K shares4.21%2026-06-302026-08-05

PDI PIMCO DYNAMIC INCOME FD40.3K shares0.67%2026-06-302026-08-05

VDC VANGUARD WORLD FD3.0K shares0.03%2026-06-302026-08-05

XLE SELECT SECTOR SPDR TR12.6K shares-1.73%2026-06-302026-08-05

XLP SELECT SECTOR SPDR TR8.0K shares9.19%2026-06-302026-08-05

SNDK SANDISK CORP289 sharesnew addition2026-06-302026-08-05

PNC PNC FINL SVCS GROUP INC2.7K shares1.14%2026-06-302026-08-05

BAC BANK OF AMER CORP11.4K shares6.82%2026-06-302026-08-05

Sponsored

FSK FS KKR CAP CORP61.3K shares1.66%2026-06-302026-08-05

CGUS CAPITAL GROUP CORE EQUITY ET14.3K shares-15.87%2026-06-302026-08-05

GMAY FIRST TR EXCHNG TRADED FD VI14.8K shares0.00%2026-06-302026-08-05

KMAR INNOVATOR ETFS TRUST19.3K shares-0.57%2026-06-302026-08-05

MGK VANGUARD WORLD FD7.0K shares398.73%2026-06-302026-08-05

VOE VANGUARD INDEX FDS3.1K shares0.19%2026-06-302026-08-05

HDV ISHARES TR22.3K shares432.87%2026-06-302026-08-05

BOTZ GLOBAL X FDS16.0K shares16.21%2026-06-302026-08-05

Sponsored

VYMI VANGUARD WHITEHALL FDS6.2K shares4.65%2026-06-302026-08-05

GEV GE VERNOVA INC515 shares6.40%2026-06-302026-08-05

LRCX LAM RESEARCH CORP1.4K shares6.65%2026-06-302026-08-05

FALN ISHARES TR21.9K shares18.76%2026-06-302026-08-05

SHLD GLOBAL X FDS9.8K shares21.47%2026-06-302026-08-05

IWY ISHARES TR2.0K shares-0.69%2026-06-302026-08-05

NDEC INNOVATOR ETFS TRUST19.2K shares0.00%2026-06-302026-08-05

BLCR BLACKROCK ETF TRUST11.4K shares8.79%2026-06-302026-08-05

Sponsored

CGSD CAPITAL GRP FIXED INCM ETF T22.2K shares51.34%2026-06-302026-08-05

XLG INVESCO EXCHANGE TRADED FD T9.3K shares0.02%2026-06-302026-08-05

IEMG ISHARES INC6.8K shares1.64%2026-06-302026-08-05

ISTB ISHARES TR11.6K shares-2.09%2026-06-302026-08-05

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares-3.13%2026-06-302026-08-05

WDC WESTERN DIGITAL CORP877 shares-9.68%2026-06-302026-08-05

BIL SPDR SERIES TRUST6.1K shares141.71%2026-06-302026-08-05

CGDG CAPITAL GROUP DIVIDEND GROWE14.7K shares41.19%2026-06-302026-08-05

Sponsored

SKYY FIRST TR EXCHANGE-TRADED FD4.1K shares-4.50%2026-06-302026-08-05

PANW PALO ALTO NETWORKS INC1.6K shares10.42%2026-06-302026-08-05

EPI WISDOMTREE TR12.8K shares-26.08%2026-06-302026-08-05

FAUG FIRST TR EXCHNG TRADED FD VI9.7K shares-10.22%2026-06-302026-08-05

IBM INTERNATIONAL BUSINESS MACHS1.9K shares-10.65%2026-06-302026-08-05

PFFA ETFIS SER TR I26.3K shares-1.07%2026-06-302026-08-05

GAA CAMBRIA ETF TR15.7K shares0.00%2026-06-302026-08-05

GEM GOLDMAN SACHS ETF TR10.3K shares3.12%2026-06-302026-08-05

Sponsored

BDEC INNOVATOR ETFS TRUST10.1K shares-11.99%2026-06-302026-08-05

GRID FIRST TR EXCHANGE-TRADED FD2.8K shares44.09%2026-06-302026-08-05

LMT LOCKHEED MARTIN CORP1.0K shares-0.76%2026-06-302026-08-05

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares3.94%2026-06-302026-08-05

VXUS VANGUARD STAR FDS6.2K shares82.42%2026-06-302026-08-05

NAPR INNOVATOR ETFS TRUST8.9K shares-7.20%2026-06-302026-08-05

QFLR INNOVATOR ETFS TRUST14.2K shares2.43%2026-06-302026-08-05

LECO LINCOLN ELEC HLDGS INC2.0K shares-16.47%2026-06-302026-08-05

Sponsored

AGGY WISDOMTREE TR11.8K shares-4.30%2026-06-302026-08-05

DFAU DIMENSIONAL ETF TRUST9.9K shares-10.28%2026-06-302026-08-05

NETFLIX INC. NETFLIX INC.7.1K shares-13.79%2026-06-302026-08-05

HPQ HP INC23.1K shares0.40%2026-06-302026-08-05

MTUM ISHARES TR1.5K shares-1.99%2026-06-302026-08-05

ANF ABERCROMBIE & FITCH CO5.6K shares0.00%2026-06-302026-08-05

GGUS GOLDMAN SACHS ETF TR7.2K shares10.33%2026-06-302026-08-05

WTV WISDOMTREE TR4.8K shares-8.05%2026-06-302026-08-05

Sponsored

PDEC INNOVATOR ETFS TRUST10.6K shares-19.68%2026-06-302026-08-05

MSIF MSC INCOME FUND INC41.9K shares12.30%2026-06-302026-08-05

BWXT BWX TECHNOLOGIES INC2.5K shares0.12%2026-06-302026-08-05

GIGB GOLDMAN SACHS ETF TR10.5K shares14.65%2026-06-302026-08-05

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD5.0K shares-1.53%2026-06-302026-08-05

DFAS DIMENSIONAL ETF TRUST5.8K shares-3.70%2026-06-302026-08-05

VHT VANGUARD WORLD FD1.6K shares-10.00%2026-06-302026-08-05

PLD PROLOGIS INC.3.5K shares0.71%2026-06-302026-08-05

Sponsored

GLW CORNING INC1.9K shares5.27%2026-06-302026-08-05

SDSI AMERICAN CENTY ETF TR9.1K shares102.51%2026-06-302026-08-05

AMGN AMGEN INC1.3K shares2.00%2026-06-302026-08-05

MS MORGAN STANLEY2.2K shares4.64%2026-06-302026-08-05

MRVL MARVELL TECHNOLOGY INC1.5K sharesnew addition2026-06-302026-08-05

OCTM FIRST TR EXCHNG TRADED FD VI13.6K shares0.00%2026-06-302026-08-05

EMR EMERSON ELEC CO3.2K shares4.10%2026-06-302026-08-05

BAR GRANITESHARES GOLD TR11.4K shares0.00%2026-06-302026-08-05

Sponsored

PJAN INNOVATOR ETFS TRUST9.1K shares-7.49%2026-06-302026-08-05

INDA ISHARES TR9.0K shares-7.65%2026-06-302026-08-05

CVX CHEVRON CORPORATION2.7K shares-70.65%2026-06-302026-08-05

GOCT FIRST TR EXCHNG TRADED FD VI10.5K shares0.00%2026-06-302026-08-05

EVTR MORGAN STANLEY ETF TRUST8.6K shares-19.18%2026-06-302026-08-05

BLACKROCK ETF TRUST BLACKROCK ETF TRUST15.5K sharesnew addition2026-06-302026-08-05

AHR AMERICAN HEALTHCARE REIT INC8.3K shares0.06%2026-06-302026-08-05

PDBC INVESCO ACTVELY MNGD ETC FD26.9K shares73.01%2026-06-302026-08-05

Sponsored

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.7K shares3.67%2026-06-302026-08-05

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.5K sharesnew addition2026-06-302026-08-05

EXPE EXPEDIA GROUP INC1.6K shares0.25%2026-06-302026-08-05

KAPR INNOVATOR ETFS TRUST10.5K shares0.00%2026-06-302026-08-05

ARKB ARK 21SHARES BITCOIN ETF21.3K shares2.16%2026-06-302026-08-05

ANET ARISTA NETWORKS INC2.4K shares3.33%2026-06-302026-08-05

DE DEERE & CO646 shares2.38%2026-06-302026-08-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.2K shares61.71%2026-06-302026-08-05

Sponsored

PJUN INNOVATOR ETFS TRUST9.3K shares0.00%2026-06-302026-08-05

IAPR INNOVATOR ETFS TRUST12.0K shares0.00%2026-06-302026-08-05

FMAY FIRST TR EXCHNG TRADED FD VI7.1K shares0.00%2026-06-302026-08-05

PM PHILIP MORRIS INTL INC2.2K shares9.99%2026-06-302026-08-05

IYW ISHARES TR1.6K shares-1.90%2026-06-302026-08-05

OUSA ALPS ETF TR6.7K shares0.34%2026-06-302026-08-05

DFAI DIMENSIONAL ETF TRUST9.5K shares-5.19%2026-06-302026-08-05

NLY ANNALY CAPITAL MANAGEMENT IN17.4K shares-12.60%2026-06-302026-08-05

Sponsored

KDEC INNOVATOR ETFS TRUST13.7K shares0.00%2026-06-302026-08-05

XLB SELECT SECTOR SPDR TR7.6K shares0.17%2026-06-302026-08-05

XOCT FIRST TR EXCHNG TRADED FD VI9.7K shares0.00%2026-06-302026-08-05

BNDX VANGUARD CHARLOTTE FDS7.8K shares0.15%2026-06-302026-08-05

CGVV CAPITAL GROUP EQUITY ETF TR12.1K sharesnew addition2026-06-302026-08-05

DFCF DIMENSIONAL ETF TRUST8.9K shares-4.57%2026-06-302026-08-05

GLD SPDR GOLD TR1.0K shares-9.95%2026-06-302026-08-05

XSW SPDR SERIES TRUST2.2K shares0.00%2026-06-302026-08-05

Sponsored

WORLD GOLD TR WORLD GOLD TR4.7K shares3.63%2026-06-302026-08-05

WOR WORTHINGTON ENTERPRISES INC6.8K shares0.00%2026-06-302026-08-05

GSID GOLDMAN SACHS ETF TR4.8K shares14.34%2026-06-302026-08-05

TJUL INNOVATOR ETFS TRUST11.9K shares0.00%2026-06-302026-08-05

ABT ABBOTT LABORATORIES3.9K shares95.34%2026-06-302026-08-05

IYK ISHARES TR4.9K shares8.10%2026-06-302026-08-05

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC843 shares11.80%2026-06-302026-08-05

INSM INSMED INC3.3K shares-0.76%2026-06-302026-08-05

Sponsored

DSI ISHARES TR2.4K shares-10.61%2026-06-302026-08-05

WFC WELLS FARGO & CO4.2K shares-4.69%2026-06-302026-08-05

CGIC CAPITAL GROUP INTERNATIONAL9.5K shares-6.58%2026-06-302026-08-05

BOCT INNOVATOR ETFS TRUST6.5K shares0.00%2026-06-302026-08-05

UPS UNITED PARCEL SVCS INC3.2K shares-31.53%2026-06-302026-08-05

MAR MARRIOTT INTL INC NEW929 shares-13.42%2026-06-302026-08-05

CRM SALESFORCE INC2.2K shares-24.99%2026-06-302026-08-05

VT VANGUARD INTL EQUITY INDEX F2.2K shares5.90%2026-06-302026-08-05

Sponsored

BLK BLACKROCK INC354 shares-3.01%2026-06-302026-08-05

RVT ROYCE SMALL CAP TRUST INC18.2K shares-4.22%2026-06-302026-08-05

XNTK SPDR SERIES TRUST853 shares0.12%2026-06-302026-08-05

PHYS SPROTT ASSET MANAGEMENT LP11.0K shares-2.65%2026-06-302026-08-05

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS2.7K shares-13.39%2026-06-302026-08-05

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II6.6K sharesnew addition2026-06-302026-08-05

STIP ISHARES TR3.1K shares-10.31%2026-06-302026-08-05

F FORD MTR CO22.9K shares9.81%2026-06-302026-08-05

Sponsored

SPLV INVESCO EXCH TRADED FD TR II4.2K shares0.00%2026-06-302026-08-05

VLO VALERO ENERGY CORP1.2K shares1.08%2026-06-302026-08-05

FJUL FIRST TR EXCHNG TRADED FD VI5.3K shares0.00%2026-06-302026-08-05

IXUS ISHARES TR3.3K shares0.00%2026-06-302026-08-05

NFEB INNOVATOR ETFS TRUST10.4K shares-1.35%2026-06-302026-08-05

GSSC GOLDMAN SACHS ETF TR3.4K shares9.16%2026-06-302026-08-05

BSEP INNOVATOR ETFS TRUST5.8K shares0.00%2026-06-302026-08-05

IWO ISHARES TR773 sharesnew addition2026-06-302026-08-05

Sponsored

KLAC KLA CORP1.0K sharesnew addition2026-06-302026-08-05

KSEP INNOVATOR ETFS TRUST9.8K shares-1.30%2026-06-302026-08-05

BIZD VANECK ETF TRUST23.8K shares-1.50%2026-06-302026-08-05

UNP UNION PAC CORP1.1K shares0.83%2026-06-302026-08-05

BJAN INNOVATOR ETFS TRUST5.1K shares-14.78%2026-06-302026-08-05

FFEB FIRST TR EXCHNG TRADED FD VI4.8K shares-12.57%2026-06-302026-08-05

IJH ISHARES TR3.8K shares6.75%2026-06-302026-08-05

APH AMPHENOL CORP1.6K sharesnew addition2026-06-302026-08-05

Sponsored

VXF VANGUARD INDEX FDS1.2K shares-6.87%2026-06-302026-08-05

VOT VANGUARD INDEX FDS942 shares-22.02%2026-06-302026-08-05

PGR PROGRESSIVE CORP1.3K shares-3.16%2026-06-302026-08-05

EFG ISHARES TR2.3K shares-0.43%2026-06-302026-08-05

DDFS INNOVATOR ETFS TRUST13.1K shares0.00%2026-06-302026-08-05

TXN TEXAS INSTRS INC962 sharesnew addition2026-06-302026-08-05

IYC ISHARES TR2.8K shares0.04%2026-06-302026-08-05

BMAR INNOVATOR ETFS TRUST5.0K shares0.00%2026-06-302026-08-05

Sponsored

LIN LINDE PLC548 shares2.62%2026-06-302026-08-05

GFEB FIRST TR EXCHNG TRADED FD VI6.5K shares0.00%2026-06-302026-08-05

VRTX VERTEX PHARMACEUTICALS INC562 shares-1.23%2026-06-302026-08-05

IXJ ISHARES TR2.8K shares0.86%2026-06-302026-08-05

UOCT INNOVATOR ETFS TRUST6.7K shares0.00%2026-06-302026-08-05

HYS PIMCO ETF TR2.9K shares1.10%2026-06-302026-08-05

CGMS CAPITAL GRP FIXED INCM ETF T10.0K shares-12.70%2026-06-302026-08-05

IBIT ISHARES BITCOIN TRUST ETF8.2K shares-24.39%2026-06-302026-08-05

Sponsored

JPLD J P MORGAN EXCHANGE TRADED F5.2K shares5.58%2026-06-302026-08-05

IMAY INNOVATOR ETFS TRUST8.5K shares14.46%2026-06-302026-08-05

ISEP INNOVATOR ETFS TRUST7.8K shares-3.59%2026-06-302026-08-05

UFEB INNOVATOR ETFS TRUST7.0K shares0.00%2026-06-302026-08-05

XBI SPDR SERIES TRUST1.7K sharesnew addition2026-06-302026-08-05

QUANTA SVCS INC QUANTA SVCS INC367 sharesnew addition2026-06-302026-08-05

MINT PIMCO ETF TR2.6K shares-0.98%2026-06-302026-08-05

DON WISDOMTREE TR4.6K shares-4.30%2026-06-302026-08-05

Sponsored

COF CAPITAL ONE FINL CORP1.3K shares2.76%2026-06-302026-08-05

BAPR INNOVATOR ETFS TRUST4.9K shares0.00%2026-06-302026-08-05

ROK ROCKWELL AUTOMATION INC526 sharesnew addition2026-06-302026-08-05

VZ VERIZON COMMUNICATIONS INC6.1K shares-75.76%2026-06-302026-08-05

SPTL SPDR SERIES TRUST9.8K shares12.11%2026-06-302026-08-05

QSIG WISDOMTREE TR5.3K shares-0.15%2026-06-302026-08-05

SHY ISHARES TR3.1K shares-0.03%2026-06-302026-08-05

EEMV ISHARES INC3.4K shares-6.75%2026-06-302026-08-05

Sponsored

UBER UBER TECHNOLOGIES INC3.5K shares-1.44%2026-06-302026-08-05

FOCT FIRST TR EXCHNG TRADED FD VI4.8K shares0.00%2026-06-302026-08-05

CW CURTISS WRIGHT CORP329 shares0.00%2026-06-302026-08-05

ETprI ENERGY TRANSFER L P21.8K shares-3.15%2026-06-302026-08-05

AIQ GLOBAL X FDS3.8K sharesnew addition2026-06-302026-08-05

AXP AMERICAN EXPRESS CO729 sharesnew addition2026-06-302026-08-05

FIXD FIRST TR EXCHNG TRADED FD VI5.6K shares0.00%2026-06-302026-08-05

ARK ETF TR ARK ETF TR5.8K sharesnew addition2026-06-302026-08-05

Sponsored

IGE ISHARES TR4.3K shares0.16%2026-06-302026-08-05

MTGP WISDOMTREE TR5.5K shares-2.71%2026-06-302026-08-05

DIA STATE STR SPDR DOW JONES IND463 shares6.93%2026-06-302026-08-05

URA GLOBAL X FDS5.5K shares11.99%2026-06-302026-08-05

CVS CVS HEALTH CORP2.3K sharesnew addition2026-06-302026-08-05

VO VANGUARD INDEX FDS3.0K shares310.06%2026-06-302026-08-05

SYLD CAMBRIA ETF TR3.0K shares-7.81%2026-06-302026-08-05

BJUL INNOVATOR ETFS TRUST4.4K shares0.00%2026-06-302026-08-05

Sponsored

TMO THERMO FISHER SCIENTIFIC INC467 shares-8.97%2026-06-302026-08-05

HWM HOWMET AEROSPACE INC871 sharesnew addition2026-06-302026-08-05

DUK DUKE ENERGY CORP NEW1.8K shares17.57%2026-06-302026-08-05

PAPR INNOVATOR ETFS TRUST5.5K shares-23.48%2026-06-302026-08-05

DFSV DIMENSIONAL ETF TRUST6.0K shares0.00%2026-06-302026-08-05

IDU ISHARES TR2.0K shares-0.99%2026-06-302026-08-05

WS WORTHINGTON STL INC6.8K shares0.07%2026-06-302026-08-05

DIHP DIMENSIONAL ETF TRUST6.6K shares5.86%2026-06-302026-08-05

Sponsored

WELL WELLTOWER INC990 sharesnew addition2026-06-302026-08-05

RKLB ROCKET LAB CORP2.2K sharesnew addition2026-06-302026-08-05

APPLOVIN CORP APPLOVIN CORP425 sharesnew addition2026-06-302026-08-05

DGRS WISDOMTREE TR3.7K shares-4.44%2026-06-302026-08-05

UJUN INNOVATOR ETFS TRUST5.6K sharesnew addition2026-06-302026-08-05

DFAE DIMENSIONAL ETF TRUST5.3K sharesnew addition2026-06-302026-08-05

SPDW SPDR INDEX SHS FDS4.3K sharesnew addition2026-06-302026-08-05

SDY SPDR SERIES TRUST1.4K shares0.00%2026-06-302026-08-05

Sponsored

SHYG ISHARES TR5.0K shares-18.25%2026-06-302026-08-05

MASTERCARD INCORPORATED MASTERCARD INCORPORATED412 shares-15.57%2026-06-302026-08-05

GTIP GOLDMAN SACHS ETF TR4.3K sharesnew addition2026-06-302026-08-05

SBUX STARBUCKS CORP2.0K sharesnew addition2026-06-302026-08-05

NEM NEWMONT CORP2.2K shares-8.06%2026-06-302026-08-05

DAL DELTA AIR LINES INC2.2K sharesnew addition2026-06-302026-08-05

NEXTERA ENERGY INC NEXTERA ENERGY INC2.3K shares-1.88%2026-06-302026-08-05

SHW SHERWIN WILLIAMS CO597 shares-20.40%2026-06-302026-08-05

Sponsored

ASML ASML HLDG NV103 sharesnew addition2026-06-302026-08-05

WASTE MGMT INC DEL WASTE MGMT INC DEL912 shares-1.83%2026-06-302026-08-05

APD AIR PRODUCTS AND CHEMICALS I692 shares-5.72%2026-06-302026-08-05

VV VANGUARD INDEX FDS588 sharesnew addition2026-06-302026-08-05

FTAI FTAI AVIATION LTD743 sharesnew addition2026-06-302026-08-05

PTY PIMCO CORPORATE & INCOME OPP14.7K shares2.11%2026-06-302026-08-05

PDO PIMCO DYNAMIC INCOME OPRNTS10.7K shares1.01%2026-06-302026-08-05

AGNC INVT CORP AGNC INVT CORP10.7K shares1.76%2026-06-302026-08-05

Sponsored

JPC NUVEEN PFD & INCOME OPPORTUN13.8K shares0.80%2026-06-302026-08-05

CGDV

CAPITAL GROUP DIVIDEND VALUE

4.52%

Shares447.3K

Event2026-06-30

Filed2026-08-05

JEPI

J P MORGAN EXCHANGE TRADED F

2.00%

Shares360.0K

Event2026-06-30

Filed2026-08-05

J P MORGAN EXCHANGE TRADED F

3.04%

Shares202.3K

Event2026-06-30

Filed2026-08-05

FLXR

TCW ETF TRUST

3.49%

Shares294.1K

Event2026-06-30

Filed2026-08-05

TCAF

T ROWE PRICE EXCHANGE-TRADED

2.59%

Shares263.1K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

1.53%

Shares36.4K

Event2026-06-30

Filed2026-08-05

FVD

FIRST TR EXCHANGE-TRADED FD

-10.31%

Shares201.2K

Event2026-06-30

Filed2026-08-05

JPST

J P MORGAN EXCHANGE TRADED F

14.01%

Shares168.7K

Event2026-06-30

Filed2026-08-05

SPDR SERIES TRUST

35.98%

Shares80.3K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

4.51%

Shares33.8K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

3.80%

Shares27.2K

Event2026-06-30

Filed2026-08-05

CGGR

CAPITAL GROUP GROWTH ETF

7.88%

Shares129.3K

Event2026-06-30

Filed2026-08-05

VIG

VANGUARD SPECIALIZED FUNDS

-1.44%

Shares24.4K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

4.37%

Shares15.3K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

-3.67%

Shares6.6K

Event2026-06-30

Filed2026-08-05

DGRO

ISHARES TR

5.59%

Shares65.1K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

0.95%

Shares13.4K

Event2026-06-30

Filed2026-08-05

VTV

VANGUARD INDEX FDS

5.82%

Shares21.7K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

1.47%

Shares9.3K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

-0.36%

Shares11.6K

Event2026-06-30

Filed2026-08-05

GSUS

GOLDMAN SACHS ETF TR

6.68%

Shares36.4K

Event2026-06-30

Filed2026-08-05

GPIX

GOLDMAN SACHS ETF TR

17.03%

Shares67.5K

Event2026-06-30

Filed2026-08-05

QUAL

ISHARES TR

-13.66%

Shares16.6K

Event2026-06-30

Filed2026-08-05

SFLR

INNOVATOR ETFS TRUST

8.77%

Shares86.2K

Event2026-06-30

Filed2026-08-05

FDL

FIRST TR EXCHANGE-TRADED FD

72.11%

Shares68.2K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-1.91%

Shares4.4K

Event2026-06-30

Filed2026-08-05

CGGO

CAPITAL GROUP GBL GROWTH EQT

21.70%

Shares75.4K

Event2026-06-30

Filed2026-08-05

VISA INC

8.94%

Shares9.2K

Event2026-06-30

Filed2026-08-05

IVW

ISHARES TR

3.49%

Shares21.6K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

6.74%

Shares21.6K

Event2026-06-30

Filed2026-08-05

RDVY

FIRST TR EXCHANGE TRADED FD

14.09%

Shares35.6K

Event2026-06-30

Filed2026-08-05

IQLT

ISHARES TR

-0.20%

Shares56.6K

Event2026-06-30

Filed2026-08-05

CCEF

CALAMOS ETF TR

0.85%

Shares90.1K

Event2026-06-30

Filed2026-08-05

PYLD

PIMCO ETF TR

21.37%

Shares101.5K

Event2026-06-30

Filed2026-08-05

JAAA

JANUS DETROIT STR TR

-4.73%

Shares51.2K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

-1.72%

Shares6.8K

Event2026-06-30

Filed2026-08-05

FENI

FIDELITY COVINGTON TRUST

10.89%

Shares63.9K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

-3.81%

Shares2.2K

Event2026-06-30

Filed2026-08-05

SDVY

FIRST TR EXCHANGE TRADED FD

35.08%

Shares59.4K

Event2026-06-30

Filed2026-08-05

DYNF

BLACKROCK ETF TRUST

0.67%

Shares36.9K

Event2026-06-30

Filed2026-08-05

DUHP

DIMENSIONAL ETF TRUST

13.71%

Shares57.5K

Event2026-06-30

Filed2026-08-05

RSP

INVESCO EXCHANGE TRADED FD T

0.61%

Shares11.2K

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD WORLD FD

714.30%

Shares19.8K

Event2026-06-30

Filed2026-08-05

ILCG

ISHARES TR

0.27%

Shares19.4K

Event2026-06-30

Filed2026-08-05

AOM

ISHARES TR

0.66%

Shares44.5K

Event2026-06-30

Filed2026-08-05

PAVE

GLOBAL X FDS

3.81%

Shares37.4K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

7.30%

Shares3.9K

Event2026-06-30

Filed2026-08-05

COCA COLA CO

-0.41%

Shares26.7K

Event2026-06-30

Filed2026-08-05

GPIQ

GOLDMAN SACHS ETF TR

14.42%

Shares36.6K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

-1.85%

Shares2.0K

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC

1.04%

Shares2.8K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

0.05%

Shares2.1K

Event2026-06-30

Filed2026-08-05

IUSB

ISHARES TR

54.42%

Shares46.0K

Event2026-06-30

Filed2026-08-05

IVE

ISHARES TR

-5.95%

Shares9.2K

Event2026-06-30

Filed2026-08-05

FTSM

FIRST TR EXCHANGE-TRADED FD

-0.20%

Shares34.0K

Event2026-06-30

Filed2026-08-05

IWF

ISHARES TR

260.87%

Shares16.4K

Event2026-06-30

Filed2026-08-05

XSVN

BONDBLOXX ETF TRUST

10.29%

Shares42.3K

Event2026-06-30

Filed2026-08-05

VYM

VANGUARD WHITEHALL FDS

-8.35%

Shares12.5K

Event2026-06-30

Filed2026-08-05

FESM

FIDELITY COVINGTON TRUST

50.21%

Shares41.0K

Event2026-06-30

Filed2026-08-05

QGRO

AMERICAN CENTY ETF TR

-1.22%

Shares16.8K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP

-2.24%

Shares7.0K

Event2026-06-30

Filed2026-08-05

USVM

VICTORY PORTFOLIOS II

9.82%

Shares17.0K

Event2026-06-30

Filed2026-08-05

SOXX

ISHARES TR

0.35%

Shares2.9K

Event2026-06-30

Filed2026-08-05

ITOT

ISHARES TR

-3.55%

Shares11.2K

Event2026-06-30

Filed2026-08-05

DFUV

DIMENSIONAL ETF TRUST

0.03%

Shares33.5K

Event2026-06-30

Filed2026-08-05

QCOM

QUALCOMM INC

-0.39%

Shares10.0K

Event2026-06-30

Filed2026-08-05

OEF

ISHARES TR

3.00%

Shares4.9K

Event2026-06-30

Filed2026-08-05

LMBS

FIRST TR EXCHANGE-TRADED FD

-1.29%

Shares35.8K

Event2026-06-30

Filed2026-08-05

ACMR

ACM RESH INC

-1.46%

Shares13.8K

Event2026-06-30

Filed2026-08-05

ISHARES TR

40.61%

Shares17.6K

Event2026-06-30

Filed2026-08-05

SCHZ

SCHWAB STRATEGIC TR

6.83%

Shares71.2K

Event2026-06-30

Filed2026-08-05

CAIE

CALAMOS ETF TR

3.33%

Shares59.8K

Event2026-06-30

Filed2026-08-05

DFIV

DIMENSIONAL ETF TRUST

20.83%

Shares29.7K

Event2026-06-30

Filed2026-08-05

POCT

INNOVATOR ETFS TRUST

-1.74%

Shares33.9K

Event2026-06-30

Filed2026-08-05

QQQM

INVESCO EXCH TRADED FD TR II

40.96%

Shares5.2K

Event2026-06-30

Filed2026-08-05

NUE

NUCOR CORP

0.11%

Shares7.0K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

1.79%

Shares13.3K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.44%

Shares3.0K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

-6.41%

Shares2.0K

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR

-4.85%

Shares7.7K

Event2026-06-30

Filed2026-08-05

XSD

SPDR SERIES TRUST

0.04%

Shares2.3K

Event2026-06-30

Filed2026-08-05

BAUG

INNOVATOR ETFS TRUST

0.00%

Shares27.1K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

3.09%

Shares9.5K

Event2026-06-30

Filed2026-08-05

GSIE

GOLDMAN SACHS ETF TR

9.17%

Shares30.6K

Event2026-06-30

Filed2026-08-05

CGBL

CAPITAL GROUP CORE BALANCED

3.10%

Shares36.5K

Event2026-06-30

Filed2026-08-05

SCHO

SCHWAB STRATEGIC TR

-2.61%

Shares57.2K

Event2026-06-30

Filed2026-08-05

FIRSTENERGY CORP

8.56%

Shares28.7K

Event2026-06-30

Filed2026-08-05

AEP

AMERICAN ELEC PWR CO INC

5.30%

Shares10.0K

Event2026-06-30

Filed2026-08-05

FTCS

FIRST TR EXCHANGE-TRADED FD

-3.75%

Shares14.5K

Event2026-06-30

Filed2026-08-05

BAI

BLACKROCK ETF TRUST

-4.72%

Shares25.8K

Event2026-06-30

Filed2026-08-05

CAH

CARDINAL HEALTH INC

-2.15%

Shares5.7K

Event2026-06-30

Filed2026-08-05

SWK

STANLEY BLACK & DECKER INC

New

Shares14.4K

Event2026-06-30

Filed2026-08-05

TMSL

T ROWE PRICE EXCHANGE-TRADED

13.34%

Shares30.8K

Event2026-06-30

Filed2026-08-05

USB

US BANCORP

0.14%

Shares22.0K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD INDEX FDS

479.46%

Shares15.3K

Event2026-06-30

Filed2026-08-05

IRM

IRON MTN INC DEL

-1.68%

Shares10.4K

Event2026-06-30

Filed2026-08-05

BOND

PIMCO ETF TR

3.91%

Shares14.0K

Event2026-06-30

Filed2026-08-05

DVY

ISHARES TR

3.72%

Shares8.2K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC

-0.86%

Shares9.4K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

-5.54%

Shares3.6K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS

-5.10%

Shares1.8K

Event2026-06-30

Filed2026-08-05

DFAT

DIMENSIONAL ETF TRUST

20.59%

Shares18.1K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

13.73%

Shares21.0K

Event2026-06-30

Filed2026-08-05

TGT

TARGET CORP

New

Shares9.6K

Event2026-06-30

Filed2026-08-05

SCHD

SCHWAB STRATEGIC TR

36.68%

Shares39.2K

Event2026-06-30

Filed2026-08-05

GCOR

GOLDMAN SACHS ETF TR

16.35%

Shares30.1K

Event2026-06-30

Filed2026-08-05

DFEM

DIMENSIONAL ETF TRUST

13.94%

Shares29.7K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

17.81%

Shares4.8K

Event2026-06-30

Filed2026-08-05

PFE

PFIZER INC

1.48%

Shares49.7K

Event2026-06-30

Filed2026-08-05

ISHARES TR

6.73%

Shares12.4K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP

-12.42%

Shares8.5K

Event2026-06-30

Filed2026-08-05

CITIGROUP INC

-0.55%

Shares8.4K

Event2026-06-30

Filed2026-08-05

SPMO

INVESCO EXCH TRADED FD TR II

-4.65%

Shares7.3K

Event2026-06-30

Filed2026-08-05

SCHG

SCHWAB STRATEGIC TR

4.06%

Shares34.7K

Event2026-06-30

Filed2026-08-05

GSLC

GOLDMAN SACHS ETF TR

3.78%

Shares8.3K

Event2026-06-30

Filed2026-08-05

PALANTIR TECHNOLOGIES INC

4.18%

Shares10.0K

Event2026-06-30

Filed2026-08-05

DFUS

DIMENSIONAL ETF TRUST

-0.41%

Shares14.1K

Event2026-06-30

Filed2026-08-05

VBR

VANGUARD INDEX FDS

2.95%

Shares4.7K

Event2026-06-30

Filed2026-08-05

SJM

SMUCKER J M CO

0.00%

Shares10.2K

Event2026-06-30

Filed2026-08-05

PFEB

INNOVATOR ETFS TRUST

-0.48%

Shares26.5K

Event2026-06-30

Filed2026-08-05

GE AEROSPACE

5.67%

Shares3.1K

Event2026-06-30

Filed2026-08-05

BINC

BLACKROCK ETF TRUST II

-0.78%

Shares21.8K

Event2026-06-30

Filed2026-08-05

CIBR

FIRST TR EXCHANGE-TRADED FD

-15.59%

Shares12.6K

Event2026-06-30

Filed2026-08-05

BUFF

INNOVATOR ETFS TRUST

24.20%

Shares21.0K

Event2026-06-30

Filed2026-08-05

MDY

STATE STR SPDR S&P MIDCAP 40

-1.70%

Shares1.6K

Event2026-06-30

Filed2026-08-05

XLY

SELECT SECTOR SPDR TR

0.06%

Shares9.3K

Event2026-06-30

Filed2026-08-05

EFV

ISHARES TR

-26.64%

Shares14.3K

Event2026-06-30

Filed2026-08-05

CORO

BLACKROCK ETF TRUST

11.15%

Shares29.7K

Event2026-06-30

Filed2026-08-05

EPS

WISDOMTREE TR

-3.07%

Shares13.9K

Event2026-06-30

Filed2026-08-05

IAGG

ISHARES TR

-15.49%

Shares21.3K

Event2026-06-30

Filed2026-08-05

PPG

PPG INDS INC

-0.09%

Shares8.7K

Event2026-06-30

Filed2026-08-05

NOC

NORTHROP GRUMMAN CORP

-0.72%

Shares2.1K

Event2026-06-30

Filed2026-08-05

RAVI

FLEXSHARES TR

14.22%

Shares13.9K

Event2026-06-30

Filed2026-08-05

CHAT

TIDAL TRUST II

7.37%

Shares10.6K

Event2026-06-30

Filed2026-08-05

ACWX

ISHARES TR

17.37%

Shares13.7K

Event2026-06-30

Filed2026-08-05

IWR

ISHARES TR

0.06%

Shares9.4K

Event2026-06-30

Filed2026-08-05

OUSM

ALPS ETF TR

-0.30%

Shares21.2K

Event2026-06-30

Filed2026-08-05

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares22.3K

Event2026-06-30

Filed2026-08-05

FAST

FASTENAL CO

0.08%

Shares20.4K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR

-0.06%

Shares6.6K

Event2026-06-30

Filed2026-08-05

XTEN

BONDBLOXX ETF TRUST

-19.02%

Shares21.3K

Event2026-06-30

Filed2026-08-05

XLF

SELECT SECTOR SPDR TR

0.16%

Shares18.1K

Event2026-06-30

Filed2026-08-05

TROW

PRICE T ROWE GROUP INC

0.00%

Shares8.5K

Event2026-06-30

Filed2026-08-05

FPEI

FIRST TR EXCH TRADED FD III

-3.23%

Shares49.4K

Event2026-06-30

Filed2026-08-05

QDPL

PACER FDS TR

25.21%

Shares20.9K

Event2026-06-30

Filed2026-08-05

BJUN

INNOVATOR ETFS TRUST

0.00%

Shares19.0K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC

5.94%

Shares1.3K

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC

7.37%

Shares7.1K

Event2026-06-30

Filed2026-08-05

ETN

EATON CORP PLC

-4.18%

Shares2.1K

Event2026-06-30

Filed2026-08-05

TMUS

T-MOBILE US INC

-0.37%

Shares5.4K

Event2026-06-30

Filed2026-08-05

VRT

VERTIV HOLDINGS CO

3.75%

Shares2.7K

Event2026-06-30

Filed2026-08-05

MBB

ISHARES TR

9.11%

Shares9.5K

Event2026-06-30

Filed2026-08-05

AT&T INC

25.53%

Shares43.2K

Event2026-06-30

Filed2026-08-05

DGRW

WISDOMTREE TR

-3.38%

Shares9.3K

Event2026-06-30

Filed2026-08-05

FEGE

RBB FUND TRUST

63.30%

Shares18.2K

Event2026-06-30

Filed2026-08-05

AVEM

AMERICAN CENTY ETF TR

-17.23%

Shares9.2K

Event2026-06-30

Filed2026-08-05

DIS

DISNEY WALT CO

-0.59%

Shares9.2K

Event2026-06-30

Filed2026-08-05

JHPI

JOHN HANCOCK EXCHANGE TRADED

1.46%

Shares38.7K

Event2026-06-30

Filed2026-08-05

IGRO

ISHARES TR

-0.21%

Shares10.0K

Event2026-06-30

Filed2026-08-05

LOW

LOWES COS INC

-4.87%

Shares3.9K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

-0.56%

Shares3.4K

Event2026-06-30

Filed2026-08-05

FPE

FIRST TR EXCH TRADED FD III

-0.48%

Shares47.0K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

4.03%

Shares1.4K

Event2026-06-30

Filed2026-08-05

GOVT

ISHARES TR

21.54%

Shares36.8K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

0.00%

Shares699

Event2026-06-30

Filed2026-08-05

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares18.4K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD TAX-MANAGED FDS

-1.99%

Shares11.6K

Event2026-06-30

Filed2026-08-05

PWB

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-05

ARK ETF TR

4.28%

Shares10.2K

Event2026-06-30

Filed2026-08-05

PSEP

INNOVATOR ETFS TRUST

-9.74%

Shares17.8K

Event2026-06-30

Filed2026-08-05

IAU

ISHARES GOLD TR

-6.18%

Shares10.8K

Event2026-06-30

Filed2026-08-05

VBK

VANGUARD INDEX FDS

25.52%

Shares2.2K

Event2026-06-30

Filed2026-08-05

KMB

KIMBERLY-CLARK CORP

0.22%

Shares7.2K

Event2026-06-30

Filed2026-08-05

USMV

ISHARES TR

3.51%

Shares8.1K

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

2.65%

Shares2.2K

Event2026-06-30

Filed2026-08-05

THRO

BLACKROCK ETF TRUST

-17.26%

Shares18.0K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

2.67%

Shares5.3K

Event2026-06-30

Filed2026-08-05

AOR

ISHARES TR

0.44%

Shares11.0K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

-3.11%

Shares6.5K

Event2026-06-30

Filed2026-08-05

DFIC

DIMENSIONAL ETF TRUST

0.08%

Shares20.4K

Event2026-06-30

Filed2026-08-05

QTUM

ETF SER SOLUTIONS

9.70%

Shares4.6K

Event2026-06-30

Filed2026-08-05

MEDTRONIC PLC

-1.69%

Shares9.7K

Event2026-06-30

Filed2026-08-05

USMF

WISDOMTREE TR

-2.33%

Shares13.8K

Event2026-06-30

Filed2026-08-05

XLI

SELECT SECTOR SPDR TR

-0.96%

Shares4.0K

Event2026-06-30

Filed2026-08-05

CAIQ

CALAMOS ETF TR

2.86%

Shares26.8K

Event2026-06-30

Filed2026-08-05

BNOV

INNOVATOR ETFS TRUST

0.00%

Shares14.9K

Event2026-06-30

Filed2026-08-05

BSV

VANGUARD BD INDEX FDS

28.80%

Shares8.9K

Event2026-06-30

Filed2026-08-05

IMAR

INNOVATOR ETFS TRUST

28.81%

Shares22.7K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

-3.40%

Shares739

Event2026-06-30

Filed2026-08-05

PJFV

PGIM ETF TR

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-05

PAYX

PAYCHEX INC

5.29%

Shares7.0K

Event2026-06-30

Filed2026-08-05

XLC

SELECT SECTOR SPDR TR

0.19%

Shares6.3K

Event2026-06-30

Filed2026-08-05

DELL

DELL TECHNOLOGIES INC

4.21%

Shares1.6K

Event2026-06-30

Filed2026-08-05

PDI

PIMCO DYNAMIC INCOME FD

0.67%

Shares40.3K

Event2026-06-30

Filed2026-08-05

VDC

VANGUARD WORLD FD

0.03%

Shares3.0K

Event2026-06-30

Filed2026-08-05

XLE

SELECT SECTOR SPDR TR

-1.73%

Shares12.6K

Event2026-06-30

Filed2026-08-05

XLP

SELECT SECTOR SPDR TR

9.19%

Shares8.0K

Event2026-06-30

Filed2026-08-05

SNDK

SANDISK CORP

New

Shares289

Event2026-06-30

Filed2026-08-05

PNC

PNC FINL SVCS GROUP INC

1.14%

Shares2.7K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP

6.82%

Shares11.4K

Event2026-06-30

Filed2026-08-05

FSK

FS KKR CAP CORP

1.66%

Shares61.3K

Event2026-06-30

Filed2026-08-05

CGUS

CAPITAL GROUP CORE EQUITY ET

-15.87%

Shares14.3K

Event2026-06-30

Filed2026-08-05

GMAY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares14.8K

Event2026-06-30

Filed2026-08-05

KMAR

INNOVATOR ETFS TRUST

-0.57%

Shares19.3K

Event2026-06-30

Filed2026-08-05

MGK

VANGUARD WORLD FD

398.73%

Shares7.0K

Event2026-06-30

Filed2026-08-05

VOE

VANGUARD INDEX FDS

0.19%

Shares3.1K

Event2026-06-30

Filed2026-08-05

HDV

ISHARES TR

432.87%

Shares22.3K

Event2026-06-30

Filed2026-08-05

BOTZ

GLOBAL X FDS

16.21%

Shares16.0K

Event2026-06-30

Filed2026-08-05

VYMI

VANGUARD WHITEHALL FDS

4.65%

Shares6.2K

Event2026-06-30

Filed2026-08-05

GEV

GE VERNOVA INC

6.40%

Shares515

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP

6.65%

Shares1.4K

Event2026-06-30

Filed2026-08-05

FALN

ISHARES TR

18.76%

Shares21.9K

Event2026-06-30

Filed2026-08-05

SHLD

GLOBAL X FDS

21.47%

Shares9.8K

Event2026-06-30

Filed2026-08-05

IWY

ISHARES TR

-0.69%

Shares2.0K

Event2026-06-30

Filed2026-08-05

NDEC

INNOVATOR ETFS TRUST

0.00%

Shares19.2K

Event2026-06-30

Filed2026-08-05

BLCR

BLACKROCK ETF TRUST

8.79%

Shares11.4K

Event2026-06-30

Filed2026-08-05

CGSD

CAPITAL GRP FIXED INCM ETF T

51.34%

Shares22.2K

Event2026-06-30

Filed2026-08-05

XLG

INVESCO EXCHANGE TRADED FD T

0.02%

Shares9.3K

Event2026-06-30

Filed2026-08-05

IEMG

ISHARES INC

1.64%

Shares6.8K

Event2026-06-30

Filed2026-08-05

ISTB

ISHARES TR

-2.09%

Shares11.6K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-3.13%

Shares1.5K

Event2026-06-30

Filed2026-08-05

WDC

WESTERN DIGITAL CORP

-9.68%

Shares877

Event2026-06-30

Filed2026-08-05

BIL

SPDR SERIES TRUST

141.71%

Shares6.1K

Event2026-06-30

Filed2026-08-05

CGDG

CAPITAL GROUP DIVIDEND GROWE

41.19%

Shares14.7K

Event2026-06-30

Filed2026-08-05

SKYY

FIRST TR EXCHANGE-TRADED FD

-4.50%

Shares4.1K

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC

10.42%

Shares1.6K

Event2026-06-30

Filed2026-08-05

EPI

WISDOMTREE TR

-26.08%

Shares12.8K

Event2026-06-30

Filed2026-08-05

FAUG

FIRST TR EXCHNG TRADED FD VI

-10.22%

Shares9.7K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS

-10.65%

Shares1.9K

Event2026-06-30

Filed2026-08-05

PFFA

ETFIS SER TR I

-1.07%

Shares26.3K

Event2026-06-30

Filed2026-08-05

GAA

CAMBRIA ETF TR

0.00%

Shares15.7K

Event2026-06-30

Filed2026-08-05

GEM

GOLDMAN SACHS ETF TR

3.12%

Shares10.3K

Event2026-06-30

Filed2026-08-05

BDEC

INNOVATOR ETFS TRUST

-11.99%

Shares10.1K

Event2026-06-30

Filed2026-08-05

GRID

FIRST TR EXCHANGE-TRADED FD

44.09%

Shares2.8K

Event2026-06-30

Filed2026-08-05

LMT

LOCKHEED MARTIN CORP

-0.76%

Shares1.0K

Event2026-06-30

Filed2026-08-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

3.94%

Shares1.1K

Event2026-06-30

Filed2026-08-05

VXUS

VANGUARD STAR FDS

82.42%

Shares6.2K

Event2026-06-30

Filed2026-08-05

NAPR

INNOVATOR ETFS TRUST

-7.20%

Shares8.9K

Event2026-06-30

Filed2026-08-05

QFLR

INNOVATOR ETFS TRUST

2.43%

Shares14.2K

Event2026-06-30

Filed2026-08-05

LECO

LINCOLN ELEC HLDGS INC

-16.47%

Shares2.0K

Event2026-06-30

Filed2026-08-05

AGGY

WISDOMTREE TR

-4.30%

Shares11.8K

Event2026-06-30

Filed2026-08-05

DFAU

DIMENSIONAL ETF TRUST

-10.28%

Shares9.9K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

-13.79%

Shares7.1K

Event2026-06-30

Filed2026-08-05

HPQ

HP INC

0.40%

Shares23.1K

Event2026-06-30

Filed2026-08-05

MTUM

ISHARES TR

-1.99%

Shares1.5K

Event2026-06-30

Filed2026-08-05

ANF

ABERCROMBIE & FITCH CO

0.00%

Shares5.6K

Event2026-06-30

Filed2026-08-05

GGUS

GOLDMAN SACHS ETF TR

10.33%

Shares7.2K

Event2026-06-30

Filed2026-08-05

WTV

WISDOMTREE TR

-8.05%

Shares4.8K

Event2026-06-30

Filed2026-08-05

PDEC

INNOVATOR ETFS TRUST

-19.68%

Shares10.6K

Event2026-06-30

Filed2026-08-05

MSIF

MSC INCOME FUND INC

12.30%

Shares41.9K

Event2026-06-30

Filed2026-08-05

BWXT

BWX TECHNOLOGIES INC

0.12%

Shares2.5K

Event2026-06-30

Filed2026-08-05

GIGB

GOLDMAN SACHS ETF TR

14.65%

Shares10.5K

Event2026-06-30

Filed2026-08-05

ALIBABA GROUP HLDG LTD

-1.53%

Shares5.0K

Event2026-06-30

Filed2026-08-05

DFAS

DIMENSIONAL ETF TRUST

-3.70%

Shares5.8K

Event2026-06-30

Filed2026-08-05

VHT

VANGUARD WORLD FD

-10.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

PLD

PROLOGIS INC.

0.71%

Shares3.5K

Event2026-06-30

Filed2026-08-05

GLW

CORNING INC

5.27%

Shares1.9K

Event2026-06-30

Filed2026-08-05

SDSI

AMERICAN CENTY ETF TR

102.51%

Shares9.1K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

2.00%

Shares1.3K

Event2026-06-30

Filed2026-08-05

MORGAN STANLEY

4.64%

Shares2.2K

Event2026-06-30

Filed2026-08-05

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-05

OCTM

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares13.6K

Event2026-06-30

Filed2026-08-05

EMR

EMERSON ELEC CO

4.10%

Shares3.2K

Event2026-06-30

Filed2026-08-05

BAR

GRANITESHARES GOLD TR

0.00%

Shares11.4K

Event2026-06-30

Filed2026-08-05

PJAN

INNOVATOR ETFS TRUST

-7.49%

Shares9.1K

Event2026-06-30

Filed2026-08-05

INDA

ISHARES TR

-7.65%

Shares9.0K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

-70.65%

Shares2.7K

Event2026-06-30

Filed2026-08-05

GOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares10.5K

Event2026-06-30

Filed2026-08-05

EVTR

MORGAN STANLEY ETF TRUST

-19.18%

Shares8.6K

Event2026-06-30

Filed2026-08-05

BLACKROCK ETF TRUST

New

Shares15.5K

Event2026-06-30

Filed2026-08-05

AHR

AMERICAN HEALTHCARE REIT INC

0.06%

Shares8.3K

Event2026-06-30

Filed2026-08-05

PDBC

INVESCO ACTVELY MNGD ETC FD

73.01%

Shares26.9K

Event2026-06-30

Filed2026-08-05

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

3.67%

Shares1.7K

Event2026-06-30

Filed2026-08-05

SPACE EXPLORATION TECHN CORP

New

Shares2.5K

Event2026-06-30

Filed2026-08-05

EXPE

EXPEDIA GROUP INC

0.25%

Shares1.6K

Event2026-06-30

Filed2026-08-05

KAPR

INNOVATOR ETFS TRUST

0.00%

Shares10.5K

Event2026-06-30

Filed2026-08-05

ARKB

ARK 21SHARES BITCOIN ETF

2.16%

Shares21.3K

Event2026-06-30

Filed2026-08-05

ANET

ARISTA NETWORKS INC

3.33%

Shares2.4K

Event2026-06-30

Filed2026-08-05

DEERE & CO

2.38%

Shares646

Event2026-06-30

Filed2026-08-05

ACCENTURE PLC IRELAND

61.71%

Shares3.2K

Event2026-06-30

Filed2026-08-05

PJUN

INNOVATOR ETFS TRUST

0.00%

Shares9.3K

Event2026-06-30

Filed2026-08-05

IAPR

INNOVATOR ETFS TRUST

0.00%

Shares12.0K

Event2026-06-30

Filed2026-08-05

FMAY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.1K

Event2026-06-30

Filed2026-08-05

PHILIP MORRIS INTL INC

9.99%

Shares2.2K

Event2026-06-30

Filed2026-08-05

IYW

ISHARES TR

-1.90%

Shares1.6K

Event2026-06-30

Filed2026-08-05

OUSA

ALPS ETF TR

0.34%

Shares6.7K

Event2026-06-30

Filed2026-08-05

DFAI

DIMENSIONAL ETF TRUST

-5.19%

Shares9.5K

Event2026-06-30

Filed2026-08-05

NLY

ANNALY CAPITAL MANAGEMENT IN

-12.60%

Shares17.4K

Event2026-06-30

Filed2026-08-05

KDEC

INNOVATOR ETFS TRUST

0.00%

Shares13.7K

Event2026-06-30

Filed2026-08-05

XLB

SELECT SECTOR SPDR TR

0.17%

Shares7.6K

Event2026-06-30

Filed2026-08-05

XOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.7K

Event2026-06-30

Filed2026-08-05

BNDX

VANGUARD CHARLOTTE FDS

0.15%

Shares7.8K

Event2026-06-30

Filed2026-08-05

CGVV

CAPITAL GROUP EQUITY ETF TR

New

Shares12.1K

Event2026-06-30

Filed2026-08-05

DFCF

DIMENSIONAL ETF TRUST

-4.57%

Shares8.9K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD TR

-9.95%

Shares1.0K

Event2026-06-30

Filed2026-08-05

XSW

SPDR SERIES TRUST

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-05

WORLD GOLD TR

3.63%

Shares4.7K

Event2026-06-30

Filed2026-08-05

WOR

WORTHINGTON ENTERPRISES INC

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-05

GSID

GOLDMAN SACHS ETF TR

14.34%

Shares4.8K

Event2026-06-30

Filed2026-08-05

TJUL

INNOVATOR ETFS TRUST

0.00%

Shares11.9K

Event2026-06-30

Filed2026-08-05

ABT

ABBOTT LABORATORIES

95.34%

Shares3.9K

Event2026-06-30

Filed2026-08-05

IYK

ISHARES TR

8.10%

Shares4.9K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP INC

11.80%

Shares843

Event2026-06-30

Filed2026-08-05

INSM

INSMED INC

-0.76%

Shares3.3K

Event2026-06-30

Filed2026-08-05

DSI

ISHARES TR

-10.61%

Shares2.4K

Event2026-06-30

Filed2026-08-05

WFC

WELLS FARGO & CO

-4.69%

Shares4.2K

Event2026-06-30

Filed2026-08-05

CGIC

CAPITAL GROUP INTERNATIONAL

-6.58%

Shares9.5K

Event2026-06-30

Filed2026-08-05

BOCT

INNOVATOR ETFS TRUST

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-05

UPS

UNITED PARCEL SVCS INC

-31.53%

Shares3.2K

Event2026-06-30

Filed2026-08-05

MAR

MARRIOTT INTL INC NEW

-13.42%

Shares929

Event2026-06-30

Filed2026-08-05

CRM

SALESFORCE INC

-24.99%

Shares2.2K

Event2026-06-30

Filed2026-08-05

VANGUARD INTL EQUITY INDEX F

5.90%

Shares2.2K

Event2026-06-30

Filed2026-08-05

BLK

BLACKROCK INC

-3.01%

Shares354

Event2026-06-30

Filed2026-08-05

RVT

ROYCE SMALL CAP TRUST INC

-4.22%

Shares18.2K

Event2026-06-30

Filed2026-08-05

XNTK

SPDR SERIES TRUST

0.12%

Shares853

Event2026-06-30

Filed2026-08-05

PHYS

SPROTT ASSET MANAGEMENT LP

-2.65%

Shares11.0K

Event2026-06-30

Filed2026-08-05

VANGUARD SCOTTSDALE FDS

-13.39%

Shares2.7K

Event2026-06-30

Filed2026-08-05

BLACKROCK ETF TRUST II

New

Shares6.6K

Event2026-06-30

Filed2026-08-05

STIP

ISHARES TR

-10.31%

Shares3.1K

Event2026-06-30

Filed2026-08-05

FORD MTR CO

9.81%

Shares22.9K

Event2026-06-30

Filed2026-08-05

SPLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-05

VLO

VALERO ENERGY CORP

1.08%

Shares1.2K

Event2026-06-30

Filed2026-08-05

FJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-05

IXUS

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-05

NFEB

INNOVATOR ETFS TRUST

-1.35%

Shares10.4K

Event2026-06-30

Filed2026-08-05

GSSC

GOLDMAN SACHS ETF TR

9.16%

Shares3.4K

Event2026-06-30

Filed2026-08-05

BSEP

INNOVATOR ETFS TRUST

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-05

IWO

ISHARES TR

New

Shares773

Event2026-06-30

Filed2026-08-05

KLAC

KLA CORP

New

Shares1.0K

Event2026-06-30

Filed2026-08-05

KSEP

INNOVATOR ETFS TRUST

-1.30%

Shares9.8K

Event2026-06-30

Filed2026-08-05

BIZD

VANECK ETF TRUST

-1.50%

Shares23.8K

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP

0.83%

Shares1.1K

Event2026-06-30

Filed2026-08-05

BJAN

INNOVATOR ETFS TRUST

-14.78%

Shares5.1K

Event2026-06-30

Filed2026-08-05

FFEB

FIRST TR EXCHNG TRADED FD VI

-12.57%

Shares4.8K

Event2026-06-30

Filed2026-08-05

IJH

ISHARES TR

6.75%

Shares3.8K

Event2026-06-30

Filed2026-08-05

APH

AMPHENOL CORP

New

Shares1.6K

Event2026-06-30

Filed2026-08-05

VXF

VANGUARD INDEX FDS

-6.87%

Shares1.2K

Event2026-06-30

Filed2026-08-05

VOT

VANGUARD INDEX FDS

-22.02%

Shares942

Event2026-06-30

Filed2026-08-05

PGR

PROGRESSIVE CORP

-3.16%

Shares1.3K

Event2026-06-30

Filed2026-08-05

EFG

ISHARES TR

-0.43%

Shares2.3K

Event2026-06-30

Filed2026-08-05

DDFS

INNOVATOR ETFS TRUST

0.00%

Shares13.1K

Event2026-06-30

Filed2026-08-05

TXN

TEXAS INSTRS INC

New

Shares962

Event2026-06-30

Filed2026-08-05

IYC

ISHARES TR

0.04%

Shares2.8K

Event2026-06-30

Filed2026-08-05

BMAR

INNOVATOR ETFS TRUST

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-05

LIN

LINDE PLC

2.62%

Shares548

Event2026-06-30

Filed2026-08-05

GFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-05

VRTX

VERTEX PHARMACEUTICALS INC

-1.23%

Shares562

Event2026-06-30

Filed2026-08-05

IXJ

ISHARES TR

0.86%

Shares2.8K

Event2026-06-30

Filed2026-08-05

UOCT

INNOVATOR ETFS TRUST

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-05

HYS

PIMCO ETF TR

1.10%

Shares2.9K

Event2026-06-30

Filed2026-08-05

CGMS

CAPITAL GRP FIXED INCM ETF T

-12.70%

Shares10.0K

Event2026-06-30

Filed2026-08-05

IBIT

ISHARES BITCOIN TRUST ETF

-24.39%

Shares8.2K

Event2026-06-30

Filed2026-08-05

JPLD

J P MORGAN EXCHANGE TRADED F

5.58%

Shares5.2K

Event2026-06-30

Filed2026-08-05

IMAY

INNOVATOR ETFS TRUST

14.46%

Shares8.5K

Event2026-06-30

Filed2026-08-05

ISEP

INNOVATOR ETFS TRUST

-3.59%

Shares7.8K

Event2026-06-30

Filed2026-08-05

UFEB

INNOVATOR ETFS TRUST

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-05

XBI

SPDR SERIES TRUST

New

Shares1.7K

Event2026-06-30

Filed2026-08-05

QUANTA SVCS INC

New

Shares367

Event2026-06-30

Filed2026-08-05

MINT

PIMCO ETF TR

-0.98%

Shares2.6K

Event2026-06-30

Filed2026-08-05

DON

WISDOMTREE TR

-4.30%

Shares4.6K

Event2026-06-30

Filed2026-08-05

COF

CAPITAL ONE FINL CORP

2.76%

Shares1.3K

Event2026-06-30

Filed2026-08-05

BAPR

INNOVATOR ETFS TRUST

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-05

ROK

ROCKWELL AUTOMATION INC

New

Shares526

Event2026-06-30

Filed2026-08-05

VERIZON COMMUNICATIONS INC

-75.76%

Shares6.1K

Event2026-06-30

Filed2026-08-05

SPTL

SPDR SERIES TRUST

12.11%

Shares9.8K

Event2026-06-30

Filed2026-08-05

QSIG

WISDOMTREE TR

-0.15%

Shares5.3K

Event2026-06-30

Filed2026-08-05

SHY

ISHARES TR

-0.03%

Shares3.1K

Event2026-06-30

Filed2026-08-05

EEMV

ISHARES INC

-6.75%

Shares3.4K

Event2026-06-30

Filed2026-08-05

UBER

UBER TECHNOLOGIES INC

-1.44%

Shares3.5K

Event2026-06-30

Filed2026-08-05

FOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-05

CURTISS WRIGHT CORP

0.00%

Shares329

Event2026-06-30

Filed2026-08-05

ETprI

ENERGY TRANSFER L P

-3.15%

Shares21.8K

Event2026-06-30

Filed2026-08-05

AIQ

GLOBAL X FDS

New

Shares3.8K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO

New

Shares729

Event2026-06-30

Filed2026-08-05

FIXD

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.6K

Event2026-06-30

Filed2026-08-05

ARK ETF TR

New

Shares5.8K

Event2026-06-30

Filed2026-08-05

IGE

ISHARES TR

0.16%

Shares4.3K

Event2026-06-30

Filed2026-08-05

MTGP

WISDOMTREE TR

-2.71%

Shares5.5K

Event2026-06-30

Filed2026-08-05

DIA

STATE STR SPDR DOW JONES IND

6.93%

Shares463

Event2026-06-30

Filed2026-08-05

URA

GLOBAL X FDS

11.99%

Shares5.5K

Event2026-06-30

Filed2026-08-05

CVS

CVS HEALTH CORP

New

Shares2.3K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

310.06%

Shares3.0K

Event2026-06-30

Filed2026-08-05

SYLD

CAMBRIA ETF TR

-7.81%

Shares3.0K

Event2026-06-30

Filed2026-08-05

BJUL

INNOVATOR ETFS TRUST

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-05

TMO

THERMO FISHER SCIENTIFIC INC

-8.97%

Shares467

Event2026-06-30

Filed2026-08-05

HWM

HOWMET AEROSPACE INC

New

Shares871

Event2026-06-30

Filed2026-08-05

DUK

DUKE ENERGY CORP NEW

17.57%

Shares1.8K

Event2026-06-30

Filed2026-08-05

PAPR

INNOVATOR ETFS TRUST

-23.48%

Shares5.5K

Event2026-06-30

Filed2026-08-05

DFSV

DIMENSIONAL ETF TRUST

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-05

IDU

ISHARES TR

-0.99%

Shares2.0K

Event2026-06-30

Filed2026-08-05

WORTHINGTON STL INC

0.07%

Shares6.8K

Event2026-06-30

Filed2026-08-05

DIHP

DIMENSIONAL ETF TRUST

5.86%

Shares6.6K

Event2026-06-30

Filed2026-08-05

WELL

WELLTOWER INC

New

Shares990

Event2026-06-30

Filed2026-08-05

RKLB

ROCKET LAB CORP

New

Shares2.2K

Event2026-06-30

Filed2026-08-05

APPLOVIN CORP

New

Shares425

Event2026-06-30

Filed2026-08-05

DGRS

WISDOMTREE TR

-4.44%

Shares3.7K

Event2026-06-30

Filed2026-08-05

UJUN

INNOVATOR ETFS TRUST

New

Shares5.6K

Event2026-06-30

Filed2026-08-05

DFAE

DIMENSIONAL ETF TRUST

New

Shares5.3K

Event2026-06-30

Filed2026-08-05

SPDW

SPDR INDEX SHS FDS

New

Shares4.3K

Event2026-06-30

Filed2026-08-05

SDY

SPDR SERIES TRUST

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-05

SHYG

ISHARES TR

-18.25%

Shares5.0K

Event2026-06-30

Filed2026-08-05

MASTERCARD INCORPORATED

-15.57%

Shares412

Event2026-06-30

Filed2026-08-05

GTIP

GOLDMAN SACHS ETF TR

New

Shares4.3K

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP

New

Shares2.0K

Event2026-06-30

Filed2026-08-05

NEM

NEWMONT CORP

-8.06%

Shares2.2K

Event2026-06-30

Filed2026-08-05

DAL

DELTA AIR LINES INC

New

Shares2.2K

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC

-1.88%

Shares2.3K

Event2026-06-30

Filed2026-08-05

SHW

SHERWIN WILLIAMS CO

-20.40%

Shares597

Event2026-06-30

Filed2026-08-05

ASML

ASML HLDG NV

New

Shares103

Event2026-06-30

Filed2026-08-05

WASTE MGMT INC DEL

-1.83%

Shares912

Event2026-06-30

Filed2026-08-05

APD

AIR PRODUCTS AND CHEMICALS I

-5.72%

Shares692

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

New

Shares588

Event2026-06-30

Filed2026-08-05

FTAI

FTAI AVIATION LTD

New

Shares743

Event2026-06-30

Filed2026-08-05

PTY

PIMCO CORPORATE & INCOME OPP

2.11%

Shares14.7K

Event2026-06-30

Filed2026-08-05

PDO

PIMCO DYNAMIC INCOME OPRNTS

1.01%

Shares10.7K

Event2026-06-30

Filed2026-08-05

AGNC INVT CORP

1.76%

Shares10.7K

Event2026-06-30

Filed2026-08-05

JPC

NUVEEN PFD & INCOME OPPORTUN

0.80%

Shares13.8K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available