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The Analysis of Geneos Wealth Management Inc.'s Holdings & P&L

Currently, Geneos Wealth Management Inc. holds 2475 types of securities in its portfolio with a total value $4.9B. In the most recent quarter, they have increased their positions in SGOV (+219.4K shares, valued at $22.1M), VOO (+30.6K shares, valued at $21.0M), VXUS (+207.6K shares, valued at $17.7M); decreased their positions in BIL (-129.6K shares, valued at $11.9M), N/A (-14.2K shares, valued at $10.6M), GS (-7.4K shares, valued at $7.5M); initiated new positions in EWJ (+20.5K shares, valued at $1.9M).

1M P&L

+16.5M+0.39%

3M P&L

+139.9M+3.43%

HY P&L

+220.6M+5.51%

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

Top Holding Treemap

Top Industries by Value

1N/A3.1B

74.3%

2Semiconductors97.2M

2.3%

3Software - Infrastructure86.8M

2.1%

Top Industries by Stock Count

1N/A1237 stocks

53.2%

2Banks - Regional50 stocks

2.2%

3Asset Management38 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR215.8K shares4.00%2026-06-302026-08-06

SPDR S P 500 ETF TR SPDR S P 500 ETF TR179.1K shares-7.33%2026-06-302026-08-06

ITOT ISHARES TR703.2K shares-3.85%2026-06-302026-08-06

USMV ISHARES TR1.2M shares2.95%2026-06-302026-08-06

VOO VANGUARD INDEX FDS151.5K shares25.34%2026-06-302026-08-06

IWV ISHARES TR167.8K shares-1.58%2026-06-302026-08-06

VNLA JANUS DETROIT STR TR1.4M shares2.42%2026-06-302026-08-06

SPDR SER TR SPDR SER TR676.3K shares-3.84%2026-06-302026-08-06

Sponsored

AAPL APPLE INC203.5K shares7.25%2026-06-302026-08-06

SGOV ISHARES TR493.1K shares80.17%2026-06-302026-08-06

NSC NORFOLK SOUTHN CORP151.5K shares-0.60%2026-06-302026-08-06

NVDA NVIDIA CORPORATION229.8K shares22.45%2026-06-302026-08-06

PVAL PUTNAM ETF TRUST879.4K shares3.39%2026-06-302026-08-06

IXUS ISHARES TR463.2K shares0.02%2026-06-302026-08-06

SPTM SPDR SER TR476.0K shares2.26%2026-06-302026-08-06

QQQ INVESCO QQQ TR57.5K shares-2.52%2026-06-302026-08-06

Sponsored

SPDW SPDR INDEX SHS FDS787.2K shares2.09%2026-06-302026-08-06

FIXD FIRST TR EXCHNG TRADED FD VI887.3K shares3.57%2026-06-302026-08-06

MSFT MICROSOFT CORP99.7K shares-1.00%2026-06-302026-08-06

ISHARES TR ISHARES TR382.3K shares0.19%2026-06-302026-08-06

SPYG SPDR SER TR303.2K shares0.20%2026-06-302026-08-06

SPYV SPDR SER TR591.3K shares0.01%2026-06-302026-08-06

BIV VANGUARD BD INDEX FDS465.3K shares6.91%2026-06-302026-08-06

FNDF SCHWAB STRATEGIC TR654.3K shares4.92%2026-06-302026-08-06

Sponsored

VEA VANGUARD TAX MANAGED FDS475.0K shares3.74%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL65.9K shares-5.74%2026-06-302026-08-06

HDEF DBX ETF TR1.0M shares0.80%2026-06-302026-08-06

HISF FIRST TR EXCHANGE TRADED FD726.5K shares3.51%2026-06-302026-08-06

SPBO SPDR SER TR1.1M shares6.47%2026-06-302026-08-06

PANW PALO ALTO NETWORKS INC87.1K shares-11.81%2026-06-302026-08-06

ISTB ISHARES TR612.1K shares5.33%2026-06-302026-08-06

AMZN AMAZON COM INC123.2K shares17.07%2026-06-302026-08-06

Sponsored

DFAC DIMENSIONAL ETF TRUST654.3K shares3.10%2026-06-302026-08-06

DCOR DIMENSIONAL ETF TRUST341.2K shares3.31%2026-06-302026-08-06

CGGR CAPITAL GROUP GROWTH ETF591.6K shares6.68%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS74.2K shares3.03%2026-06-302026-08-06

VXUS VANGUARD STAR FDS319.0K shares186.41%2026-06-302026-08-06

MOAT VANECK ETF TRUST257.8K shares1.86%2026-06-302026-08-06

RSP INVESCO EXCHANGE TRADED FD T125.8K shares7.76%2026-06-302026-08-06

CGDV CAPITAL GROUP DIVIDEND VALUE520.0K shares3.89%2026-06-302026-08-06

Sponsored

EFA ISHARES TR245.1K shares-0.30%2026-06-302026-08-06

GOOG ALPHABET INC70.6K shares-4.39%2026-06-302026-08-06

SPSM SPDR SER TR423.2K shares2.97%2026-06-302026-08-06

GOOGL ALPHABET INC68.2K shares-7.71%2026-06-302026-08-06

JQUA J P MORGAN EXCHANGE TRADED F331.5K shares8.53%2026-06-302026-08-06

JPMORGAN CHASE CO JPMORGAN CHASE CO73.1K shares0.04%2026-06-302026-08-06

TSPA T ROWE PRICE ETF INC498.0K shares-0.16%2026-06-302026-08-06

SPMD SPDR SER TR336.9K shares3.29%2026-06-302026-08-06

Sponsored

PULS PGIM ETF TR458.3K shares18.46%2026-06-302026-08-06

RDVY FIRST TR EXCHANGE TRADED FD276.6K shares2.63%2026-06-302026-08-06

SPSB SPDR SER TR735.9K shares5.43%2026-06-302026-08-06

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC27.6K shares-3.60%2026-06-302026-08-06

VUG VANGUARD INDEX FDS239.2K shares574.92%2026-06-302026-08-06

GOVT ISHARES TR862.0K shares0.77%2026-06-302026-08-06

BROADCOM INC BROADCOM INC51.5K shares-0.68%2026-06-302026-08-06

DFSV DIMENSIONAL ETF TRUST492.3K shares1.28%2026-06-302026-08-06

Sponsored

FV FIRST TR EXCHANGE TRADED FD249.1K shares2.28%2026-06-302026-08-06

JAAA JANUS DETROIT STR TR370.2K shares6.05%2026-06-302026-08-06

EFAV ISHARES TR209.9K shares-1.87%2026-06-302026-08-06

PTLC PACER FDS TR310.3K shares34.42%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP127.1K shares-29.81%2026-06-302026-08-06

CAT CATERPILLAR INC16.2K shares0.38%2026-06-302026-08-06

SCHF SCHWAB STRATEGIC TR620.9K shares5.29%2026-06-302026-08-06

WPC WP CAREY INC240.3K shares-2.02%2026-06-302026-08-06

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F303.0K shares22.50%2026-06-302026-08-06

PTNQ PACER FDS TR190.2K shares15.19%2026-06-302026-08-06

UCON FIRST TR EXCHNG TRADED FD VI647.6K shares1.86%2026-06-302026-08-06

SMLF ISHARES TR180.4K shares-0.06%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC27.9K shares53.15%2026-06-302026-08-06

SLYV SPDR SER TR142.5K shares22.22%2026-06-302026-08-06

COWZ PACER FDS TR249.1K shares-0.12%2026-06-302026-08-06

MBB ISHARES TR161.1K shares2.89%2026-06-302026-08-06

Sponsored

SPEM SPDR INDEX SHS FDS290.0K shares3.29%2026-06-302026-08-06

IMFL INVESCO EXCH TRD SLF IDX FD430.0K shares14.96%2026-06-302026-08-06

DFIC DIMENSIONAL ETF TRUST393.9K shares3.18%2026-06-302026-08-06

FTNT FORTINET INC95.5K shares-1.79%2026-06-302026-08-06

ALTL PACER FDS TR281.0K shares-1.59%2026-06-302026-08-06

PTL NORTHERN LTS FD TR IV49.3K shares9.85%2026-06-302026-08-06

CVX CHEVRON CORP NEW82.8K shares-6.74%2026-06-302026-08-06

SPLV INVESCO EXCH TRADED FD TR II181.2K shares53.28%2026-06-302026-08-06

Sponsored

BUFZ FIRST TR EXCHNG TRADED FD VI485.4K shares4.07%2026-06-302026-08-06

VYM VANGUARD WHITEHALL FDS84.9K shares14.43%2026-06-302026-08-06

PALC PACER FDS TR221.7K shares-0.40%2026-06-302026-08-06

EEM ISHARES TR189.7K shares9.81%2026-06-302026-08-06

COSTCO WHSL CORP NEW COSTCO WHSL CORP NEW13.8K shares40.31%2026-06-302026-08-06

VWO VANGUARD INTL EQUITY INDEX F213.8K shares5.03%2026-06-302026-08-06

ASML ASML HOLDING N V6.4K shares-9.92%2026-06-302026-08-06

VOE VANGUARD INDEX FDS64.1K shares1.31%2026-06-302026-08-06

Sponsored

LLY ELI LILLY CO10.5K shares37.35%2026-06-302026-08-06

URI UNITED RENTALS INC11.1K shares2.49%2026-06-302026-08-06

FCTR FIRST TR EXCHANGE TRADED FD303.3K shares-1.38%2026-06-302026-08-06

BUFR FIRST TR EXCHNG TRADED FD VI337.0K shares3.98%2026-06-302026-08-06

HD HOME DEPOT INC34.7K shares-2.05%2026-06-302026-08-06

CGBL CAPITAL GROUP CORE BALANCED319.9K shares14.09%2026-06-302026-08-06

VISA INC VISA INC35.3K shares66.34%2026-06-302026-08-06

BND VANGUARD BD INDEX FDS164.6K shares7.30%2026-06-302026-08-06

Sponsored

LMBS FIRST TR EXCHANGE TRADED FD239.4K shares2.21%2026-06-302026-08-06

IVW ISHARES TR84.5K shares-7.47%2026-06-302026-08-06

ISHARES TR ISHARES TR113.8K shares1.04%2026-06-302026-08-06

SPHQ INVESCO EXCHANGE TRADED FD T124.0K shares-0.92%2026-06-302026-08-06

VONV VANGUARD SCOTTSDALE FDS104.9K shares0.48%2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC125.7K shares-3.69%2026-06-302026-08-06

DINT DAVIS FUNDAMENTAL ETF TR384.6K shares18.09%2026-06-302026-08-06

BIL SPDR SER TR118.0K shares-52.33%2026-06-302026-08-06

Sponsored

IWM ISHARES TR35.7K shares2.88%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR56.1K shares178.57%2026-06-302026-08-06

KMI KINDER MORGAN INC DEL331.4K shares0.81%2026-06-302026-08-06

JPIE J P MORGAN EXCHANGE TRADED F229.4K shares-29.26%2026-06-302026-08-06

PSLV SPROTT PHYSICAL SILVER TR548.0K shares-4.24%2026-06-302026-08-06

JAVA J P MORGAN EXCHANGE TRADED F129.2K shares1.59%2026-06-302026-08-06

AESR TWO RDS SHARED TR508.2K shares-1.05%2026-06-302026-08-06

FEOE RBB FUND TRUST189.9K shares2.95%2026-06-302026-08-06

Sponsored

FNDC SCHWAB STRATEGIC TR208.3K shares2.12%2026-06-302026-08-06

ABBVIE INC ABBVIE INC40.1K shares8.43%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC8.5K shares-3.11%2026-06-302026-08-06

TPLC TIMOTHY PLAN194.0K shares1.43%2026-06-302026-08-06

IVE ISHARES TR43.0K shares-2.29%2026-06-302026-08-06

TSLA TESLA INC23.1K shares4.93%2026-06-302026-08-06

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F157.1K shares22.44%2026-06-302026-08-06

FPEI FIRST TR EXCH TRADED FD III499.3K shares2.37%2026-06-302026-08-06

Sponsored

RWL INVESCO EXCH TRADED FD TR II75.1K shares0.37%2026-06-302026-08-06

O REALTY INCOME CORP154.7K shares1.38%2026-06-302026-08-06

IEMG ISHARES INC114.3K shares-2.98%2026-06-302026-08-06

CLOI VANECK ETF TRUST178.4K shares-8.86%2026-06-302026-08-06

KDP KEURIG DR PEPPER INC284.1K shares74.10%2026-06-302026-08-06

CLS CELESTICA INC25.0K shares49964.00%2026-06-302026-08-06

GLD SPDR GOLD TR24.7K shares3.46%2026-06-302026-08-06

BUFQ FIRST TR EXCHNG TRADED FD VI231.7K shares1.95%2026-06-302026-08-06

Sponsored

SCHE SCHWAB STRATEGIC TR248.4K shares0.66%2026-06-302026-08-06

SCHW SCHWAB CHARLES CORP96.7K shares0.27%2026-06-302026-08-06

SPMO INVESCO EXCH TRADED FD TR II54.2K shares5.30%2026-06-302026-08-06

CGUS CAPITAL GROUP CORE EQUITY ET191.2K shares17.73%2026-06-302026-08-06

BUFS FIRST TR EXCHNG TRADED FD VI335.0K shares0.35%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MFG LTD17.2K shares-4.75%2026-06-302026-08-06

FRDM EA SERIES TRUST112.6K shares14.01%2026-06-302026-08-06

LMT LOCKHEED MARTIN CORP16.0K shares786.45%2026-06-302026-08-06

Sponsored

SPAB SPDR SER TR317.5K shares11.99%2026-06-302026-08-06

QQQM INVESCO EXCH TRADED FD TR II26.5K shares20.81%2026-06-302026-08-06

BKMC BNY MELLON ETF TRUST64.5K shares-7.17%2026-06-302026-08-06

VFMF VANGUARD WELLINGTON FD44.3K shares1.18%2026-06-302026-08-06

DRI DARDEN RESTAURANTS INC37.7K shares-7.96%2026-06-302026-08-06

FYX FIRST TR SML CP CORE ALPHA F53.6K shares2.36%2026-06-302026-08-06

PGR PROGRESSIVE CORP35.4K shares-7.11%2026-06-302026-08-06

ELV ELEVANCE HEALTH INC19.9K shares3.61%2026-06-302026-08-06

Sponsored

DGRO ISHARES TR101.5K shares7.51%2026-06-302026-08-06

VXF VANGUARD INDEX FDS31.3K shares18.64%2026-06-302026-08-06

DOV DOVER CORP34.0K shares-7.81%2026-06-302026-08-06

DIS DISNEY WALT CO79.2K shares-7.24%2026-06-302026-08-06

APPLIED MATLS INC APPLIED MATLS INC10.5K shares-8.11%2026-06-302026-08-06

WMT WALMART INC66.8K shares-1.26%2026-06-302026-08-06

VLUE ISHARES TR37.7K shares-1.49%2026-06-302026-08-06

JPSV J P MORGAN EXCHANGE TRADED F108.9K shares-24.32%2026-06-302026-08-06

Sponsored

CSX CSX CORP157.8K shares-1.20%2026-06-302026-08-06

EQAL INVESCO EXCH TRADED FD TR II125.1K shares20.19%2026-06-302026-08-06

SYSB ISHARES TR83.5K shares-1.28%2026-06-302026-08-06

MTUM ISHARES TR21.5K shares35.04%2026-06-302026-08-06

JPST J P MORGAN EXCHANGE TRADED F144.7K shares-1.81%2026-06-302026-08-06

RWR SPDR SER TR64.3K shares3.25%2026-06-302026-08-06

APPLOVIN CORP APPLOVIN CORP14.1K shares380.36%2026-06-302026-08-06

SYK STRYKER CORPORATION23.0K shares-4.02%2026-06-302026-08-06

Sponsored

INTC INTEL CORP51.7K shares-6.65%2026-06-302026-08-06

MINT PIMCO ETF TR71.6K shares11.54%2026-06-302026-08-06

CARR CARRIER GLOBAL CORPORATION98.1K shares-3.23%2026-06-302026-08-06

UBER UBER TECHNOLOGIES INC98.5K shares4.12%2026-06-302026-08-06

DFEM DIMENSIONAL ETF TRUST173.7K shares0.69%2026-06-302026-08-06

QCOM QUALCOMM INC38.1K shares-1.37%2026-06-302026-08-06

FLTR VANECK ETF TRUST272.9K shares5.03%2026-06-302026-08-06

XSMO INVESCO EXCHANGE TRADED FD T74.3K shares11.09%2026-06-302026-08-06

Sponsored

IJR ISHARES TR46.7K shares-16.19%2026-06-302026-08-06

JNJ JOHNSON JOHNSON27.1K shares-9.31%2026-06-302026-08-06

DUK DUKE ENERGY CORP NEW54.0K shares2.08%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC11.8K shares-18.09%2026-06-302026-08-06

BKR BAKER HUGHES COMPANY122.4K shares2.22%2026-06-302026-08-06

VZ VERIZON COMMUNICATIONS INC160.0K shares4.19%2026-06-302026-08-06

IUS INVESCO EXCH TRD SLF IDX FD103.1K shares0.07%2026-06-302026-08-06

EMR EMERSON ELEC CO46.4K shares1.12%2026-06-302026-08-06

Sponsored

BUFG FIRST TR EXCHNG TRADED FD VI225.2K shares2.08%2026-06-302026-08-06

PYLD PIMCO ETF TR247.4K shares4.91%2026-06-302026-08-06

WTV WISDOMTREE TR64.3K shares-1.33%2026-06-302026-08-06

CI THE CIGNA GROUP23.6K shares983.13%2026-06-302026-08-06

EVTR MORGAN STANLEY ETF TRUST127.7K shares1.15%2026-06-302026-08-06

ABT ABBOTT LABS70.6K shares-4.18%2026-06-302026-08-06

BUFT FIRST TR EXCHNG TRADED FD VI247.1K shares2.59%2026-06-302026-08-06

CGCP CAPITAL GRP FIXED INCM ETF T282.4K shares0.29%2026-06-302026-08-06

Sponsored

DXJ WISDOMTREE TR36.1K shares0.56%2026-06-302026-08-06

BOND PIMCO ETF TR67.0K shares36.57%2026-06-302026-08-06

CGGO CAPITAL GROUP GBL GROWTH EQT145.0K shares19.25%2026-06-302026-08-06

CHUBB LIMITED CHUBB LIMITED18.0K shares0.50%2026-06-302026-08-06

SCHG SCHWAB STRATEGIC TR179.5K shares6.26%2026-06-302026-08-06

APD AIR PRODS CHEMS INC20.7K shares2.70%2026-06-302026-08-06

ICE INTERCONTINENTAL EXCHANGE IN49.0K shares-3.33%2026-06-302026-08-06

EOG EOG RES INC46.4K shares-9.47%2026-06-302026-08-06

Sponsored

MEDTRONIC PLC MEDTRONIC PLC76.3K shares8.37%2026-06-302026-08-06

DUSA DAVIS FUNDAMENTAL ETF TR105.0K shares-1.64%2026-06-302026-08-06

XLF SELECT SECTOR SPDR TR109.4K shares79.14%2026-06-302026-08-06

SLB SCHLUMBERGER LTD126.1K shares-1.32%2026-06-302026-08-06

GILD GILEAD SCIENCES INC46.3K shares0.23%2026-06-302026-08-06

IYW ISHARES TR23.1K shares0.42%2026-06-302026-08-06

EFV ISHARES TR75.5K shares-0.89%2026-06-302026-08-06

AJG GALLAGHER ARTHUR J CO25.1K shares2.17%2026-06-302026-08-06

Sponsored

RMOP TIDAL TRUST III225.8K shares2.08%2026-06-302026-08-06

SLYG SPDR SER TR47.6K shares-0.41%2026-06-302026-08-06

JGRO J P MORGAN EXCHANGE TRADED F57.5K shares-36.58%2026-06-302026-08-06

CMI CUMMINS INC7.9K shares0.06%2026-06-302026-08-06

PHYS SPROTT PHYSICAL GOLD TR186.9K shares3.59%2026-06-302026-08-06

BTU PEABODY ENERGY CORP242.7K shares8.36%2026-06-302026-08-06

SECT NORTHERN LTS FD TR IV77.6K shares-1.28%2026-06-302026-08-06

JIVE J P MORGAN EXCHANGE TRADED F60.6K shares135.13%2026-06-302026-08-06

Sponsored

DLN WISDOMTREE TR57.8K shares-1.63%2026-06-302026-08-06

HEFA ISHARES TR118.3K shares-15.71%2026-06-302026-08-06

BMY BRISTOL MYERS SQUIBB CO94.5K shares-8.40%2026-06-302026-08-06

DG DOLLAR GEN CORP NEW47.1K shares4.73%2026-06-302026-08-06

KO COCA COLA CO66.7K shares63.23%2026-06-302026-08-06

PLD PROLOGIS INC39.9K shares1.39%2026-06-302026-08-06

FTCS FIRST TR EXCHANGE TRADED FD57.4K shares14.64%2026-06-302026-08-06

MINV MATTHEWS ASIA FDS91.3K shares14.83%2026-06-302026-08-06

Sponsored

HBAN HUNTINGTON BANCSHARES INC296.8K shares4.06%2026-06-302026-08-06

GEV GE VERNOVA INC4.5K shares-3.53%2026-06-302026-08-06

TMUS T MOBILE US INC31.0K shares9465.74%2026-06-302026-08-06

MMC MARSH MCLENNAN COS INC30.8K shares1.79%2026-06-302026-08-06

BSCQ INVESCO EXCH TRD SLF IDX FD262.3K shares-1.74%2026-06-302026-08-06

ELAN ELANCO ANIMAL HEALTH INC207.6K shares2.38%2026-06-302026-08-06

PM PHILIP MORRIS INTL INC28.0K shares-2.59%2026-06-302026-08-06

TOTL SSGA ACTIVE ETF TR126.9K shares38.43%2026-06-302026-08-06

Sponsored

IWN ISHARES TR22.6K shares10.94%2026-06-302026-08-06

ESUM STRATEGY SHS160.5K shares35.82%2026-06-302026-08-06

SHE SPDR SER TR31.4K shares-5.41%2026-06-302026-08-06

AAAU GOLDMAN SACHS PHYSICAL GOLD120.4K shares-2.13%2026-06-302026-08-06

FAD FIRST TR MULTI CAP GROWTH AL23.8K shares1.62%2026-06-302026-08-06

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QUAL ISHARES TR20.6K shares-0.96%2026-06-302026-08-06

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QQEW FIRST TR NAS100 EQ WEIGHTED27.5K shares-3.56%2026-06-302026-08-06

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MDYV SPDR SER TR43.9K shares-0.95%2026-06-302026-08-06

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SCHD SCHWAB STRATEGIC TR130.0K shares21.10%2026-06-302026-08-06

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JMST J P MORGAN EXCHANGE TRADED F79.6K shares-2.98%2026-06-302026-08-06

CHD CHURCH DWIGHT CO INC41.4K shares-8.83%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS14.1K shares-36.03%2026-06-302026-08-06

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HFRO HIGHLAND OPPORTUNITIES525.5K shares-21.89%2026-06-302026-08-06

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RLY SSGA ACTIVE ETF TR99.1K shares-2.50%2026-06-302026-08-06

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XLE SELECT SECTOR SPDR TR64.2K shares-44.96%2026-06-302026-08-06

MDYG SPDR SER TR30.3K shares-0.39%2026-06-302026-08-06

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IEF ISHARES TR34.9K shares-22.07%2026-06-302026-08-06

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FXH FIRST TR EXCHANGE TRADED FD26.8K shares201.15%2026-06-302026-08-06

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COP CONOCOPHILLIPS30.6K shares0.48%2026-06-302026-08-06

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TFC TRUIST FINL CORP26.7K shares-2.24%2026-06-302026-08-06

Sponsored

TBUX T ROWE PRICE ETF INC26.7K shares95.92%2026-06-302026-08-06

HELO J P MORGAN EXCHANGE TRADED F19.5K shares-8.03%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC1.3K shares-85.09%2026-06-302026-08-06

AXON AXON ENTERPRISE INC2.3K shares-0.97%2026-06-302026-08-06

XLV SELECT SECTOR SPDR TR8.3K shares-2.32%2026-06-302026-08-06

BLK BLACKROCK INC1.4K shares13.17%2026-06-302026-08-06

FLRN SPDR SER TR42.3K shares-3.27%2026-06-302026-08-06

WPM WHEATON PRECIOUS METALS CORP11.6K shares1.14%2026-06-302026-08-06

Sponsored

COR CENCORA INC4.6K shares-3.32%2026-06-302026-08-06

IHDG WISDOMTREE TR24.6K shares5.69%2026-06-302026-08-06

AFL AFLAC INC10.9K shares313.40%2026-06-302026-08-06

KNG FIRST TR EXCHANGE TRADED FD25.3K shares-4.42%2026-06-302026-08-06

XAR SPDR SER TR4.5K shares739.55%2026-06-302026-08-06

TSCO TRACTOR SUPPLY CO40.2K shares3280.17%2026-06-302026-08-06

HOOD ROBINHOOD MKTS INC12.5K shares9.41%2026-06-302026-08-06

XHB SPDR SER TR10.7K shares2047.00%2026-06-302026-08-06

Sponsored

CRDO CREDO TECHNOLOGY GROUP HOLDI4.5K shares-50.28%2026-06-302026-08-06

USRT ISHARES TR18.6K shares5419.29%2026-06-302026-08-06

PSFF PACER FDS TR36.0K shares1.04%2026-06-302026-08-06

ZS ZSCALER INC8.7K shares44.02%2026-06-302026-08-06

HSY HERSHEY CO7.0K shares-0.58%2026-06-302026-08-06

IWY ISHARES TR4.2K shares-3.73%2026-06-302026-08-06

SPTS SPDR SER TR42.1K shares8.99%2026-06-302026-08-06

SMDV PROSHARES TR15.8K shares83.09%2026-06-302026-08-06

Sponsored

BLV VANGUARD BD INDEX FDS17.6K shares0.02%2026-06-302026-08-06

VGT VANGUARD WORLD FD10.1K shares775.09%2026-06-302026-08-06

IAK ISHARES TR8.5K shares4157.00%2026-06-302026-08-06

RY ROYAL BK CDA5.8K shares14.28%2026-06-302026-08-06

ISHARES TR

4.00%

Shares215.8K

Event2026-06-30

Filed2026-08-06

SPDR S P 500 ETF TR

-7.33%

Shares179.1K

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES TR

-3.85%

Shares703.2K

Event2026-06-30

Filed2026-08-06

USMV

ISHARES TR

2.95%

Shares1.2M

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

25.34%

Shares151.5K

Event2026-06-30

Filed2026-08-06

IWV

ISHARES TR

-1.58%

Shares167.8K

Event2026-06-30

Filed2026-08-06

VNLA

JANUS DETROIT STR TR

2.42%

Shares1.4M

Event2026-06-30

Filed2026-08-06

SPDR SER TR

-3.84%

Shares676.3K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

7.25%

Shares203.5K

Event2026-06-30

Filed2026-08-06

SGOV

ISHARES TR

80.17%

Shares493.1K

Event2026-06-30

Filed2026-08-06

NSC

NORFOLK SOUTHN CORP

-0.60%

Shares151.5K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

22.45%

Shares229.8K

Event2026-06-30

Filed2026-08-06

PVAL

PUTNAM ETF TRUST

3.39%

Shares879.4K

Event2026-06-30

Filed2026-08-06

IXUS

ISHARES TR

0.02%

Shares463.2K

Event2026-06-30

Filed2026-08-06

SPTM

SPDR SER TR

2.26%

Shares476.0K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

-2.52%

Shares57.5K

Event2026-06-30

Filed2026-08-06

SPDW

SPDR INDEX SHS FDS

2.09%

Shares787.2K

Event2026-06-30

Filed2026-08-06

FIXD

FIRST TR EXCHNG TRADED FD VI

3.57%

Shares887.3K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-1.00%

Shares99.7K

Event2026-06-30

Filed2026-08-06

ISHARES TR

0.19%

Shares382.3K

Event2026-06-30

Filed2026-08-06

SPYG

SPDR SER TR

0.20%

Shares303.2K

Event2026-06-30

Filed2026-08-06

SPYV

SPDR SER TR

0.01%

Shares591.3K

Event2026-06-30

Filed2026-08-06

BIV

VANGUARD BD INDEX FDS

6.91%

Shares465.3K

Event2026-06-30

Filed2026-08-06

FNDF

SCHWAB STRATEGIC TR

4.92%

Shares654.3K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX MANAGED FDS

3.74%

Shares475.0K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

-5.74%

Shares65.9K

Event2026-06-30

Filed2026-08-06

HDEF

DBX ETF TR

0.80%

Shares1.0M

Event2026-06-30

Filed2026-08-06

HISF

FIRST TR EXCHANGE TRADED FD

3.51%

Shares726.5K

Event2026-06-30

Filed2026-08-06

SPBO

SPDR SER TR

6.47%

Shares1.1M

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

-11.81%

Shares87.1K

Event2026-06-30

Filed2026-08-06

ISTB

ISHARES TR

5.33%

Shares612.1K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

17.07%

Shares123.2K

Event2026-06-30

Filed2026-08-06

DFAC

DIMENSIONAL ETF TRUST

3.10%

Shares654.3K

Event2026-06-30

Filed2026-08-06

DCOR

DIMENSIONAL ETF TRUST

3.31%

Shares341.2K

Event2026-06-30

Filed2026-08-06

CGGR

CAPITAL GROUP GROWTH ETF

6.68%

Shares591.6K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

3.03%

Shares74.2K

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

186.41%

Shares319.0K

Event2026-06-30

Filed2026-08-06

MOAT

VANECK ETF TRUST

1.86%

Shares257.8K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO EXCHANGE TRADED FD T

7.76%

Shares125.8K

Event2026-06-30

Filed2026-08-06

CGDV

CAPITAL GROUP DIVIDEND VALUE

3.89%

Shares520.0K

Event2026-06-30

Filed2026-08-06

EFA

ISHARES TR

-0.30%

Shares245.1K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

-4.39%

Shares70.6K

Event2026-06-30

Filed2026-08-06

SPSM

SPDR SER TR

2.97%

Shares423.2K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-7.71%

Shares68.2K

Event2026-06-30

Filed2026-08-06

JQUA

J P MORGAN EXCHANGE TRADED F

8.53%

Shares331.5K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE CO

0.04%

Shares73.1K

Event2026-06-30

Filed2026-08-06

TSPA

T ROWE PRICE ETF INC

-0.16%

Shares498.0K

Event2026-06-30

Filed2026-08-06

SPMD

SPDR SER TR

3.29%

Shares336.9K

Event2026-06-30

Filed2026-08-06

PULS

PGIM ETF TR

18.46%

Shares458.3K

Event2026-06-30

Filed2026-08-06

RDVY

FIRST TR EXCHANGE TRADED FD

2.63%

Shares276.6K

Event2026-06-30

Filed2026-08-06

SPSB

SPDR SER TR

5.43%

Shares735.9K

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HLDGS INC

-3.60%

Shares27.6K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

574.92%

Shares239.2K

Event2026-06-30

Filed2026-08-06

GOVT

ISHARES TR

0.77%

Shares862.0K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

-0.68%

Shares51.5K

Event2026-06-30

Filed2026-08-06

DFSV

DIMENSIONAL ETF TRUST

1.28%

Shares492.3K

Event2026-06-30

Filed2026-08-06

FIRST TR EXCHANGE TRADED FD

2.28%

Shares249.1K

Event2026-06-30

Filed2026-08-06

JAAA

JANUS DETROIT STR TR

6.05%

Shares370.2K

Event2026-06-30

Filed2026-08-06

EFAV

ISHARES TR

-1.87%

Shares209.9K

Event2026-06-30

Filed2026-08-06

PTLC

PACER FDS TR

34.42%

Shares310.3K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

-29.81%

Shares127.1K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

0.38%

Shares16.2K

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR

5.29%

Shares620.9K

Event2026-06-30

Filed2026-08-06

WPC

WP CAREY INC

-2.02%

Shares240.3K

Event2026-06-30

Filed2026-08-06

JEPI

J P MORGAN EXCHANGE TRADED F

22.50%

Shares303.0K

Event2026-06-30

Filed2026-08-06

PTNQ

PACER FDS TR

15.19%

Shares190.2K

Event2026-06-30

Filed2026-08-06

UCON

FIRST TR EXCHNG TRADED FD VI

1.86%

Shares647.6K

Event2026-06-30

Filed2026-08-06

SMLF

ISHARES TR

-0.06%

Shares180.4K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

53.15%

Shares27.9K

Event2026-06-30

Filed2026-08-06

SLYV

SPDR SER TR

22.22%

Shares142.5K

Event2026-06-30

Filed2026-08-06

COWZ

PACER FDS TR

-0.12%

Shares249.1K

Event2026-06-30

Filed2026-08-06

MBB

ISHARES TR

2.89%

Shares161.1K

Event2026-06-30

Filed2026-08-06

SPEM

SPDR INDEX SHS FDS

3.29%

Shares290.0K

Event2026-06-30

Filed2026-08-06

IMFL

INVESCO EXCH TRD SLF IDX FD

14.96%

Shares430.0K

Event2026-06-30

Filed2026-08-06

DFIC

DIMENSIONAL ETF TRUST

3.18%

Shares393.9K

Event2026-06-30

Filed2026-08-06

FTNT

FORTINET INC

-1.79%

Shares95.5K

Event2026-06-30

Filed2026-08-06

ALTL

PACER FDS TR

-1.59%

Shares281.0K

Event2026-06-30

Filed2026-08-06

PTL

NORTHERN LTS FD TR IV

9.85%

Shares49.3K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORP NEW

-6.74%

Shares82.8K

Event2026-06-30

Filed2026-08-06

SPLV

INVESCO EXCH TRADED FD TR II

53.28%

Shares181.2K

Event2026-06-30

Filed2026-08-06

BUFZ

FIRST TR EXCHNG TRADED FD VI

4.07%

Shares485.4K

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD WHITEHALL FDS

14.43%

Shares84.9K

Event2026-06-30

Filed2026-08-06

PALC

PACER FDS TR

-0.40%

Shares221.7K

Event2026-06-30

Filed2026-08-06

EEM

ISHARES TR

9.81%

Shares189.7K

Event2026-06-30

Filed2026-08-06

COSTCO WHSL CORP NEW

40.31%

Shares13.8K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

5.03%

Shares213.8K

Event2026-06-30

Filed2026-08-06

ASML

ASML HOLDING N V

-9.92%

Shares6.4K

Event2026-06-30

Filed2026-08-06

VOE

VANGUARD INDEX FDS

1.31%

Shares64.1K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY CO

37.35%

Shares10.5K

Event2026-06-30

Filed2026-08-06

URI

UNITED RENTALS INC

2.49%

Shares11.1K

Event2026-06-30

Filed2026-08-06

FCTR

FIRST TR EXCHANGE TRADED FD

-1.38%

Shares303.3K

Event2026-06-30

Filed2026-08-06

BUFR

FIRST TR EXCHNG TRADED FD VI

3.98%

Shares337.0K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

-2.05%

Shares34.7K

Event2026-06-30

Filed2026-08-06

CGBL

CAPITAL GROUP CORE BALANCED

14.09%

Shares319.9K

Event2026-06-30

Filed2026-08-06

VISA INC

66.34%

Shares35.3K

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

7.30%

Shares164.6K

Event2026-06-30

Filed2026-08-06

LMBS

FIRST TR EXCHANGE TRADED FD

2.21%

Shares239.4K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR

-7.47%

Shares84.5K

Event2026-06-30

Filed2026-08-06

ISHARES TR

1.04%

Shares113.8K

Event2026-06-30

Filed2026-08-06

SPHQ

INVESCO EXCHANGE TRADED FD T

-0.92%

Shares124.0K

Event2026-06-30

Filed2026-08-06

VONV

VANGUARD SCOTTSDALE FDS

0.48%

Shares104.9K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

-3.69%

Shares125.7K

Event2026-06-30

Filed2026-08-06

DINT

DAVIS FUNDAMENTAL ETF TR

18.09%

Shares384.6K

Event2026-06-30

Filed2026-08-06

BIL

SPDR SER TR

-52.33%

Shares118.0K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

2.88%

Shares35.7K

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

178.57%

Shares56.1K

Event2026-06-30

Filed2026-08-06

KMI

KINDER MORGAN INC DEL

0.81%

Shares331.4K

Event2026-06-30

Filed2026-08-06

JPIE

J P MORGAN EXCHANGE TRADED F

-29.26%

Shares229.4K

Event2026-06-30

Filed2026-08-06

PSLV

SPROTT PHYSICAL SILVER TR

-4.24%

Shares548.0K

Event2026-06-30

Filed2026-08-06

JAVA

J P MORGAN EXCHANGE TRADED F

1.59%

Shares129.2K

Event2026-06-30

Filed2026-08-06

AESR

TWO RDS SHARED TR

-1.05%

Shares508.2K

Event2026-06-30

Filed2026-08-06

FEOE

RBB FUND TRUST

2.95%

Shares189.9K

Event2026-06-30

Filed2026-08-06

FNDC

SCHWAB STRATEGIC TR

2.12%

Shares208.3K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

8.43%

Shares40.1K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

-3.11%

Shares8.5K

Event2026-06-30

Filed2026-08-06

TPLC

TIMOTHY PLAN

1.43%

Shares194.0K

Event2026-06-30

Filed2026-08-06

IVE

ISHARES TR

-2.29%

Shares43.0K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

4.93%

Shares23.1K

Event2026-06-30

Filed2026-08-06

J P MORGAN EXCHANGE TRADED F

22.44%

Shares157.1K

Event2026-06-30

Filed2026-08-06

FPEI

FIRST TR EXCH TRADED FD III

2.37%

Shares499.3K

Event2026-06-30

Filed2026-08-06

RWL

INVESCO EXCH TRADED FD TR II

0.37%

Shares75.1K

Event2026-06-30

Filed2026-08-06

REALTY INCOME CORP

1.38%

Shares154.7K

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES INC

-2.98%

Shares114.3K

Event2026-06-30

Filed2026-08-06

CLOI

VANECK ETF TRUST

-8.86%

Shares178.4K

Event2026-06-30

Filed2026-08-06

KDP

KEURIG DR PEPPER INC

74.10%

Shares284.1K

Event2026-06-30

Filed2026-08-06

CLS

CELESTICA INC

49964.00%

Shares25.0K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

3.46%

Shares24.7K

Event2026-06-30

Filed2026-08-06

BUFQ

FIRST TR EXCHNG TRADED FD VI

1.95%

Shares231.7K

Event2026-06-30

Filed2026-08-06

SCHE

SCHWAB STRATEGIC TR

0.66%

Shares248.4K

Event2026-06-30

Filed2026-08-06

SCHW

SCHWAB CHARLES CORP

0.27%

Shares96.7K

Event2026-06-30

Filed2026-08-06

SPMO

INVESCO EXCH TRADED FD TR II

5.30%

Shares54.2K

Event2026-06-30

Filed2026-08-06

CGUS

CAPITAL GROUP CORE EQUITY ET

17.73%

Shares191.2K

Event2026-06-30

Filed2026-08-06

BUFS

FIRST TR EXCHNG TRADED FD VI

0.35%

Shares335.0K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MFG LTD

-4.75%

Shares17.2K

Event2026-06-30

Filed2026-08-06

FRDM

EA SERIES TRUST

14.01%

Shares112.6K

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

786.45%

Shares16.0K

Event2026-06-30

Filed2026-08-06

SPAB

SPDR SER TR

11.99%

Shares317.5K

Event2026-06-30

Filed2026-08-06

QQQM

INVESCO EXCH TRADED FD TR II

20.81%

Shares26.5K

Event2026-06-30

Filed2026-08-06

BKMC

BNY MELLON ETF TRUST

-7.17%

Shares64.5K

Event2026-06-30

Filed2026-08-06

VFMF

VANGUARD WELLINGTON FD

1.18%

Shares44.3K

Event2026-06-30

Filed2026-08-06

DRI

DARDEN RESTAURANTS INC

-7.96%

Shares37.7K

Event2026-06-30

Filed2026-08-06

FYX

FIRST TR SML CP CORE ALPHA F

2.36%

Shares53.6K

Event2026-06-30

Filed2026-08-06

PGR

PROGRESSIVE CORP

-7.11%

Shares35.4K

Event2026-06-30

Filed2026-08-06

ELV

ELEVANCE HEALTH INC

3.61%

Shares19.9K

Event2026-06-30

Filed2026-08-06

DGRO

ISHARES TR

7.51%

Shares101.5K

Event2026-06-30

Filed2026-08-06

VXF

VANGUARD INDEX FDS

18.64%

Shares31.3K

Event2026-06-30

Filed2026-08-06

DOV

DOVER CORP

-7.81%

Shares34.0K

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO

-7.24%

Shares79.2K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

-8.11%

Shares10.5K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

-1.26%

Shares66.8K

Event2026-06-30

Filed2026-08-06

VLUE

ISHARES TR

-1.49%

Shares37.7K

Event2026-06-30

Filed2026-08-06

JPSV

J P MORGAN EXCHANGE TRADED F

-24.32%

Shares108.9K

Event2026-06-30

Filed2026-08-06

CSX

CSX CORP

-1.20%

Shares157.8K

Event2026-06-30

Filed2026-08-06

EQAL

INVESCO EXCH TRADED FD TR II

20.19%

Shares125.1K

Event2026-06-30

Filed2026-08-06

SYSB

ISHARES TR

-1.28%

Shares83.5K

Event2026-06-30

Filed2026-08-06

MTUM

ISHARES TR

35.04%

Shares21.5K

Event2026-06-30

Filed2026-08-06

JPST

J P MORGAN EXCHANGE TRADED F

-1.81%

Shares144.7K

Event2026-06-30

Filed2026-08-06

RWR

SPDR SER TR

3.25%

Shares64.3K

Event2026-06-30

Filed2026-08-06

APPLOVIN CORP

380.36%

Shares14.1K

Event2026-06-30

Filed2026-08-06

SYK

STRYKER CORPORATION

-4.02%

Shares23.0K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

-6.65%

Shares51.7K

Event2026-06-30

Filed2026-08-06

MINT

PIMCO ETF TR

11.54%

Shares71.6K

Event2026-06-30

Filed2026-08-06

CARR

CARRIER GLOBAL CORPORATION

-3.23%

Shares98.1K

Event2026-06-30

Filed2026-08-06

UBER

UBER TECHNOLOGIES INC

4.12%

Shares98.5K

Event2026-06-30

Filed2026-08-06

DFEM

DIMENSIONAL ETF TRUST

0.69%

Shares173.7K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

-1.37%

Shares38.1K

Event2026-06-30

Filed2026-08-06

FLTR

VANECK ETF TRUST

5.03%

Shares272.9K

Event2026-06-30

Filed2026-08-06

XSMO

INVESCO EXCHANGE TRADED FD T

11.09%

Shares74.3K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

-16.19%

Shares46.7K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON JOHNSON

-9.31%

Shares27.1K

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

2.08%

Shares54.0K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

-18.09%

Shares11.8K

Event2026-06-30

Filed2026-08-06

BKR

BAKER HUGHES COMPANY

2.22%

Shares122.4K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC

4.19%

Shares160.0K

Event2026-06-30

Filed2026-08-06

IUS

INVESCO EXCH TRD SLF IDX FD

0.07%

Shares103.1K

Event2026-06-30

Filed2026-08-06

EMR

EMERSON ELEC CO

1.12%

Shares46.4K

Event2026-06-30

Filed2026-08-06

BUFG

FIRST TR EXCHNG TRADED FD VI

2.08%

Shares225.2K

Event2026-06-30

Filed2026-08-06

PYLD

PIMCO ETF TR

4.91%

Shares247.4K

Event2026-06-30

Filed2026-08-06

WTV

WISDOMTREE TR

-1.33%

Shares64.3K

Event2026-06-30

Filed2026-08-06

THE CIGNA GROUP

983.13%

Shares23.6K

Event2026-06-30

Filed2026-08-06

EVTR

MORGAN STANLEY ETF TRUST

1.15%

Shares127.7K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABS

-4.18%

Shares70.6K

Event2026-06-30

Filed2026-08-06

BUFT

FIRST TR EXCHNG TRADED FD VI

2.59%

Shares247.1K

Event2026-06-30

Filed2026-08-06

CGCP

CAPITAL GRP FIXED INCM ETF T

0.29%

Shares282.4K

Event2026-06-30

Filed2026-08-06

DXJ

WISDOMTREE TR

0.56%

Shares36.1K

Event2026-06-30

Filed2026-08-06

BOND

PIMCO ETF TR

36.57%

Shares67.0K

Event2026-06-30

Filed2026-08-06

CGGO

CAPITAL GROUP GBL GROWTH EQT

19.25%

Shares145.0K

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED

0.50%

Shares18.0K

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB STRATEGIC TR

6.26%

Shares179.5K

Event2026-06-30

Filed2026-08-06

APD

AIR PRODS CHEMS INC

2.70%

Shares20.7K

Event2026-06-30

Filed2026-08-06

ICE

INTERCONTINENTAL EXCHANGE IN

-3.33%

Shares49.0K

Event2026-06-30

Filed2026-08-06

EOG

EOG RES INC

-9.47%

Shares46.4K

Event2026-06-30

Filed2026-08-06

MEDTRONIC PLC

8.37%

Shares76.3K

Event2026-06-30

Filed2026-08-06

DUSA

DAVIS FUNDAMENTAL ETF TR

-1.64%

Shares105.0K

Event2026-06-30

Filed2026-08-06

XLF

SELECT SECTOR SPDR TR

79.14%

Shares109.4K

Event2026-06-30

Filed2026-08-06

SLB

SCHLUMBERGER LTD

-1.32%

Shares126.1K

Event2026-06-30

Filed2026-08-06

GILD

GILEAD SCIENCES INC

0.23%

Shares46.3K

Event2026-06-30

Filed2026-08-06

IYW

ISHARES TR

0.42%

Shares23.1K

Event2026-06-30

Filed2026-08-06

EFV

ISHARES TR

-0.89%

Shares75.5K

Event2026-06-30

Filed2026-08-06

AJG

GALLAGHER ARTHUR J CO

2.17%

Shares25.1K

Event2026-06-30

Filed2026-08-06

RMOP

TIDAL TRUST III

2.08%

Shares225.8K

Event2026-06-30

Filed2026-08-06

SLYG

SPDR SER TR

-0.41%

Shares47.6K

Event2026-06-30

Filed2026-08-06

JGRO

J P MORGAN EXCHANGE TRADED F

-36.58%

Shares57.5K

Event2026-06-30

Filed2026-08-06

CMI

CUMMINS INC

0.06%

Shares7.9K

Event2026-06-30

Filed2026-08-06

PHYS

SPROTT PHYSICAL GOLD TR

3.59%

Shares186.9K

Event2026-06-30

Filed2026-08-06

BTU

PEABODY ENERGY CORP

8.36%

Shares242.7K

Event2026-06-30

Filed2026-08-06

SECT

NORTHERN LTS FD TR IV

-1.28%

Shares77.6K

Event2026-06-30

Filed2026-08-06

JIVE

J P MORGAN EXCHANGE TRADED F

135.13%

Shares60.6K

Event2026-06-30

Filed2026-08-06

DLN

WISDOMTREE TR

-1.63%

Shares57.8K

Event2026-06-30

Filed2026-08-06

HEFA

ISHARES TR

-15.71%

Shares118.3K

Event2026-06-30

Filed2026-08-06

BMY

BRISTOL MYERS SQUIBB CO

-8.40%

Shares94.5K

Event2026-06-30

Filed2026-08-06

DOLLAR GEN CORP NEW

4.73%

Shares47.1K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

63.23%

Shares66.7K

Event2026-06-30

Filed2026-08-06

PLD

PROLOGIS INC

1.39%

Shares39.9K

Event2026-06-30

Filed2026-08-06

FTCS

FIRST TR EXCHANGE TRADED FD

14.64%

Shares57.4K

Event2026-06-30

Filed2026-08-06

MINV

MATTHEWS ASIA FDS

14.83%

Shares91.3K

Event2026-06-30

Filed2026-08-06

HBAN

HUNTINGTON BANCSHARES INC

4.06%

Shares296.8K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

-3.53%

Shares4.5K

Event2026-06-30

Filed2026-08-06

TMUS

T MOBILE US INC

9465.74%

Shares31.0K

Event2026-06-30

Filed2026-08-06

MMC

MARSH MCLENNAN COS INC

1.79%

Shares30.8K

Event2026-06-30

Filed2026-08-06

BSCQ

INVESCO EXCH TRD SLF IDX FD

-1.74%

Shares262.3K

Event2026-06-30

Filed2026-08-06

ELAN

ELANCO ANIMAL HEALTH INC

2.38%

Shares207.6K

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

-2.59%

Shares28.0K

Event2026-06-30

Filed2026-08-06

TOTL

SSGA ACTIVE ETF TR

38.43%

Shares126.9K

Event2026-06-30

Filed2026-08-06

IWN

ISHARES TR

10.94%

Shares22.6K

Event2026-06-30

Filed2026-08-06

ESUM

STRATEGY SHS

35.82%

Shares160.5K

Event2026-06-30

Filed2026-08-06

SHE

SPDR SER TR

-5.41%

Shares31.4K

Event2026-06-30

Filed2026-08-06

AAAU

GOLDMAN SACHS PHYSICAL GOLD

-2.13%

Shares120.4K

Event2026-06-30

Filed2026-08-06

FAD

FIRST TR MULTI CAP GROWTH AL

1.62%

Shares23.8K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO CO NEW

1.06%

Shares57.0K

Event2026-06-30

Filed2026-08-06

DHR

DANAHER CORPORATION

-7.55%

Shares24.5K

Event2026-06-30

Filed2026-08-06

NFTY

FIRST TR EXCH TRD ALPHDX FD

-4.74%

Shares85.5K

Event2026-06-30

Filed2026-08-06

BSCR

INVESCO EXCH TRD SLF IDX FD

1.12%

Shares231.0K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

45.79%

Shares20.8K

Event2026-06-30

Filed2026-08-06

QUAL

ISHARES TR

-0.96%

Shares20.6K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

-11.08%

Shares38.3K

Event2026-06-30

Filed2026-08-06

EFG

ISHARES TR

0.32%

Shares36.0K

Event2026-06-30

Filed2026-08-06

CIBR

FIRST TR EXCHANGE TRADED FD

33.68%

Shares49.6K

Event2026-06-30

Filed2026-08-06

VBR

VANGUARD INDEX FDS

9.94%

Shares18.3K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

1.11%

Shares18.6K

Event2026-06-30

Filed2026-08-06

QQEW

FIRST TR NAS100 EQ WEIGHTED

-3.56%

Shares27.5K

Event2026-06-30

Filed2026-08-06

QTEC

FIRST TR NASDAQ 100 TECH IND

0.08%

Shares13.1K

Event2026-06-30

Filed2026-08-06

OKE

ONEOK INC NEW

-2.62%

Shares50.2K

Event2026-06-30

Filed2026-08-06

XLI

SELECT SECTOR SPDR TR

341.54%

Shares23.5K

Event2026-06-30

Filed2026-08-06

DVY

ISHARES TR

19.06%

Shares27.8K

Event2026-06-30

Filed2026-08-06

BSCS

INVESCO EXCH TRD SLF IDX FD

5.69%

Shares211.7K

Event2026-06-30

Filed2026-08-06

BNDX

VANGUARD CHARLOTTE FDS

-5.19%

Shares86.9K

Event2026-06-30

Filed2026-08-06

PAVE

GLOBAL X FDS

687.94%

Shares71.0K

Event2026-06-30

Filed2026-08-06

MDYV

SPDR SER TR

-0.95%

Shares43.9K

Event2026-06-30

Filed2026-08-06

FTSM

FIRST TR EXCHANGE TRADED FD

51.23%

Shares69.6K

Event2026-06-30

Filed2026-08-06

BSCT

INVESCO EXCH TRD SLF IDX FD

3.45%

Shares223.5K

Event2026-06-30

Filed2026-08-06

VLO

VALERO ENERGY CORP

-22.76%

Shares15.9K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

21.10%

Shares130.0K

Event2026-06-30

Filed2026-08-06

SRE

SEMPRA

-7.26%

Shares44.2K

Event2026-06-30

Filed2026-08-06

SPYD

SPDR SER TR

2.15%

Shares85.5K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

7.31%

Shares15.0K

Event2026-06-30

Filed2026-08-06

JMST

J P MORGAN EXCHANGE TRADED F

-2.98%

Shares79.6K

Event2026-06-30

Filed2026-08-06

CHD

CHURCH DWIGHT CO INC

-8.83%

Shares41.4K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

-36.03%

Shares14.1K

Event2026-06-30

Filed2026-08-06

BSCU

INVESCO EXCH TRD SLF IDX FD

0.91%

Shares236.9K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

1.01%

Shares10.5K

Event2026-06-30

Filed2026-08-06

BKNG

BOOKING HOLDINGS INC

2815.45%

Shares21.9K

Event2026-06-30

Filed2026-08-06

XMMO

INVESCO EXCHANGE TRADED FD T

-4.73%

Shares22.6K

Event2026-06-30

Filed2026-08-06

USFR

WISDOMTREE TR

-10.98%

Shares75.8K

Event2026-06-30

Filed2026-08-06

CWB

SPDR SER TR

-13.32%

Shares35.3K

Event2026-06-30

Filed2026-08-06

HFRO

HIGHLAND OPPORTUNITIES

-21.89%

Shares525.5K

Event2026-06-30

Filed2026-08-06

HLI

HOULIHAN LOKEY INC

-8.56%

Shares27.9K

Event2026-06-30

Filed2026-08-06

NETFLIX INC

27.30%

Shares52.3K

Event2026-06-30

Filed2026-08-06

IUSV

ISHARES TR

-9.51%

Shares33.9K

Event2026-06-30

Filed2026-08-06

ADP

AUTOMATIC DATA PROCESSING IN

-4.83%

Shares16.5K

Event2026-06-30

Filed2026-08-06

CRM

SALESFORCE INC

24.52%

Shares23.6K

Event2026-06-30

Filed2026-08-06

GCOW

PACER FDS TR

7.05%

Shares85.3K

Event2026-06-30

Filed2026-08-06

ILDR

FIRST TR EXCHNG TRADED FD VI

3.38%

Shares93.7K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

0.86%

Shares19.3K

Event2026-06-30

Filed2026-08-06

PROCTER AND GAMBLE CO

-16.72%

Shares24.3K

Event2026-06-30

Filed2026-08-06

PGX

INVESCO EXCH TRADED FD TR II

5.52%

Shares327.5K

Event2026-06-30

Filed2026-08-06

AFMC

FIRST TR EXCHNG TRADED FD VI

4.24%

Shares86.3K

Event2026-06-30

Filed2026-08-06

IWR

ISHARES TR

-1.01%

Shares31.8K

Event2026-06-30

Filed2026-08-06

SOXX

ISHARES TR

14.24%

Shares5.4K

Event2026-06-30

Filed2026-08-06

ADOBE INC

11.97%

Shares16.9K

Event2026-06-30

Filed2026-08-06

TLH

ISHARES TR

3.19%

Shares34.6K

Event2026-06-30

Filed2026-08-06

TLT

ISHARES TR

7.40%

Shares39.8K

Event2026-06-30

Filed2026-08-06

RLY

SSGA ACTIVE ETF TR

-2.50%

Shares99.1K

Event2026-06-30

Filed2026-08-06

SPHD

INVESCO EXCH TRADED FD TR II

2.53%

Shares67.2K

Event2026-06-30

Filed2026-08-06

XLE

SELECT SECTOR SPDR TR

-44.96%

Shares64.2K

Event2026-06-30

Filed2026-08-06

MDYG

SPDR SER TR

-0.39%

Shares30.3K

Event2026-06-30

Filed2026-08-06

RSPT

INVESCO EXCHANGE TRADED FD T

66.04%

Shares52.1K

Event2026-06-30

Filed2026-08-06

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-06

ORACLE CORP

1.86%

Shares22.6K

Event2026-06-30

Filed2026-08-06

IEF

ISHARES TR

-22.07%

Shares34.9K

Event2026-06-30

Filed2026-08-06

XEL

XCEL ENERGY INC

0.41%

Shares41.0K

Event2026-06-30

Filed2026-08-06

FXH

FIRST TR EXCHANGE TRADED FD

201.15%

Shares26.8K

Event2026-06-30

Filed2026-08-06

ACCENTURE PLC IRELAND

-7.06%

Shares26.3K

Event2026-06-30

Filed2026-08-06

XLRE

SELECT SECTOR SPDR TR

193.70%

Shares74.2K

Event2026-06-30

Filed2026-08-06

IDEXX LABS INC

4.61%

Shares6.2K

Event2026-06-30

Filed2026-08-06

GAL

SSGA ACTIVE ETF TR

101.03%

Shares61.6K

Event2026-06-30

Filed2026-08-06

VIOO

VANGUARD ADMIRAL FDS INC

5.15%

Shares23.5K

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

-2.48%

Shares44.8K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

-2.53%

Shares41.7K

Event2026-06-30

Filed2026-08-06

FEGE

RBB FUND TRUST

29.06%

Shares65.7K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

-1.84%

Shares6.3K

Event2026-06-30

Filed2026-08-06

BIBL

NORTHERN LTS FD TR IV

10.62%

Shares55.5K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

0.48%

Shares30.6K

Event2026-06-30

Filed2026-08-06

AEP

AMERICAN ELEC PWR CO INC

2.99%

Shares23.0K

Event2026-06-30

Filed2026-08-06

IVOO

VANGUARD ADMIRAL FDS INC

4169.11%

Shares23.9K

Event2026-06-30

Filed2026-08-06

PSX

PHILLIPS 66

0.30%

Shares18.4K

Event2026-06-30

Filed2026-08-06

MRVL

MARVELL TECHNOLOGY INC

-26.78%

Shares10.4K

Event2026-06-30

Filed2026-08-06

IYF

ISHARES TR

0.43%

Shares24.1K

Event2026-06-30

Filed2026-08-06

IWO

ISHARES TR

-16.25%

Shares7.8K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR

-0.03%

Shares40.6K

Event2026-06-30

Filed2026-08-06

SPIB

SPDR SER TR

1.87%

Shares91.5K

Event2026-06-30

Filed2026-08-06

HCA

HCA HEALTHCARE INC

0.00%

Shares7.8K

Event2026-06-30

Filed2026-08-06

IUSB

ISHARES TR

31.52%

Shares65.5K

Event2026-06-30

Filed2026-08-06

VBK

VANGUARD INDEX FDS

5.84%

Shares8.2K

Event2026-06-30

Filed2026-08-06

MINO

PIMCO ETF TR

1.17%

Shares64.9K

Event2026-06-30

Filed2026-08-06

VANECK ETF TRUST

1.72%

Shares39.3K

Event2026-06-30

Filed2026-08-06

INMU

BLACKROCK ETF TRUST II

1.19%

Shares122.3K

Event2026-06-30

Filed2026-08-06

BSV

VANGUARD BD INDEX FDS

1.39%

Shares37.7K

Event2026-06-30

Filed2026-08-06

SOUTHERN CO

6.09%

Shares30.7K

Event2026-06-30

Filed2026-08-06

PTMC

PACER FDS TR

-0.91%

Shares69.6K

Event2026-06-30

Filed2026-08-06

CAH

CARDINAL HEALTH INC

-4.74%

Shares12.1K

Event2026-06-30

Filed2026-08-06

IWS

ISHARES TR

-0.91%

Shares17.4K

Event2026-06-30

Filed2026-08-06

JNK

SPDR SER TR

18.81%

Shares29.2K

Event2026-06-30

Filed2026-08-06

QDPL

PACER FDS TR

-17.60%

Shares62.2K

Event2026-06-30

Filed2026-08-06

HYG

ISHARES TR

1.01%

Shares35.0K

Event2026-06-30

Filed2026-08-06

FTHI

FIRST TR EXCHANGE TRADED FD

15.22%

Shares116.0K

Event2026-06-30

Filed2026-08-06

FIRST MAJESTIC SILVER CORP

-0.87%

Shares162.9K

Event2026-06-30

Filed2026-08-06

HWM

HOWMET AEROSPACE INC

-11.77%

Shares10.2K

Event2026-06-30

Filed2026-08-06

DMLP

DORCHESTER MINERALS LP

-2.04%

Shares107.1K

Event2026-06-30

Filed2026-08-06

TMO

THERMO FISHER SCIENTIFIC INC

-4.45%

Shares5.4K

Event2026-06-30

Filed2026-08-06

IXN

ISHARES TR

-1.40%

Shares18.3K

Event2026-06-30

Filed2026-08-06

DATADOG INC

6296.18%

Shares10.0K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

3.81%

Shares7.1K

Event2026-06-30

Filed2026-08-06

MOD

MODINE MFG CO

0.00%

Shares9.6K

Event2026-06-30

Filed2026-08-06

ILCG

ISHARES TR

44.79%

Shares21.8K

Event2026-06-30

Filed2026-08-06

FYC

FIRST TR EXCHANGE TRADED ALP

-2.51%

Shares20.0K

Event2026-06-30

Filed2026-08-06

FVD

FIRST TR VALUE LINE DIVID IN

1.07%

Shares51.9K

Event2026-06-30

Filed2026-08-06

DEERE CO

0.69%

Shares3.9K

Event2026-06-30

Filed2026-08-06

GENERAL DYNAMICS CORP

1.94%

Shares7.0K

Event2026-06-30

Filed2026-08-06

LOW

LOWES COS INC

-0.52%

Shares11.2K

Event2026-06-30

Filed2026-08-06

URA

GLOBAL X FDS

-3.94%

Shares56.0K

Event2026-06-30

Filed2026-08-06

VCLT

VANGUARD SCOTTSDALE FDS

25.89%

Shares32.4K

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD INDEX FDS

-33.03%

Shares25.3K

Event2026-06-30

Filed2026-08-06

RWK

INVESCO EXCH TRADED FD TR II

-7.66%

Shares16.6K

Event2026-06-30

Filed2026-08-06

IWP

ISHARES TR

0.00%

Shares16.6K

Event2026-06-30

Filed2026-08-06

LQD

ISHARES TR

1113.08%

Shares22.1K

Event2026-06-30

Filed2026-08-06

CGIC

CAPITAL GROUP INTERNATIONAL

35.87%

Shares65.7K

Event2026-06-30

Filed2026-08-06

ACIO

ETF SER SOLUTIONS

0.33%

Shares51.6K

Event2026-06-30

Filed2026-08-06

KOMP

SPDR SER TR

1.57%

Shares33.0K

Event2026-06-30

Filed2026-08-06

CINF

CINCINNATI FINL CORP

44.60%

Shares12.7K

Event2026-06-30

Filed2026-08-06

ARM

ARM HOLDINGS PLC

2.32%

Shares6.6K

Event2026-06-30

Filed2026-08-06

IWD

ISHARES TR

2.14%

Shares9.5K

Event2026-06-30

Filed2026-08-06

CALF

PACER FDS TR

0.51%

Shares45.4K

Event2026-06-30

Filed2026-08-06

ARK ETF TR

0.76%

Shares15.9K

Event2026-06-30

Filed2026-08-06

CLOUDFLARE INC

0.83%

Shares9.3K

Event2026-06-30

Filed2026-08-06

JBBB

JANUS DETROIT STR TR

-44.37%

Shares48.2K

Event2026-06-30

Filed2026-08-06

DGRW

WISDOMTREE TR

0.40%

Shares23.6K

Event2026-06-30

Filed2026-08-06

DELL

DELL TECHNOLOGIES INC

-48.72%

Shares5.2K

Event2026-06-30

Filed2026-08-06

CGGE

CAPITAL GROUP GLOBAL EQUITY

75.95%

Shares63.3K

Event2026-06-30

Filed2026-08-06

SLV

ISHARES SILVER TR

-3.54%

Shares41.5K

Event2026-06-30

Filed2026-08-06

EPD

ENTERPRISE PRODS PARTNERS L

6.83%

Shares59.1K

Event2026-06-30

Filed2026-08-06

QTUM

ETF SER SOLUTIONS

-28.30%

Shares13.1K

Event2026-06-30

Filed2026-08-06

SHYG

ISHARES TR

4.96%

Shares50.7K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

-3.99%

Shares5.1K

Event2026-06-30

Filed2026-08-06

ETN

EATON CORP PLC

3.19%

Shares5.0K

Event2026-06-30

Filed2026-08-06

SCHH

SCHWAB STRATEGIC TR

0.25%

Shares89.6K

Event2026-06-30

Filed2026-08-06

DDWM

WISDOMTREE TR

1.32%

Shares45.0K

Event2026-06-30

Filed2026-08-06

UNP

UNION PAC CORP

-0.50%

Shares7.6K

Event2026-06-30

Filed2026-08-06

SMH

VANECK ETF TRUST

17.50%

Shares3.2K

Event2026-06-30

Filed2026-08-06

DWM

WISDOMTREE TR

5.43%

Shares28.0K

Event2026-06-30

Filed2026-08-06

KRE

SPDR SER TR

-3.90%

Shares27.3K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

6.09%

Shares6.7K

Event2026-06-30

Filed2026-08-06

ENB

ENBRIDGE INC

3.39%

Shares37.6K

Event2026-06-30

Filed2026-08-06

IBIT

ISHARES BITCOIN TRUST ETF

336.72%

Shares61.2K

Event2026-06-30

Filed2026-08-06

HUBB

HUBBELL INC

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-06

FDN

FIRST TR EXCHANGE TRADED FD

24.34%

Shares7.7K

Event2026-06-30

Filed2026-08-06

CGDG

CAPITAL GROUP DIVIDEND GROWE

8.67%

Shares53.8K

Event2026-06-30

Filed2026-08-06

OKTA

OKTA INC

0.03%

Shares14.6K

Event2026-06-30

Filed2026-08-06

AIQ

GLOBAL X FDS

10.43%

Shares30.2K

Event2026-06-30

Filed2026-08-06

PFF

ISHARES TR

-1.12%

Shares64.6K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

43.69%

Shares16.9K

Event2026-06-30

Filed2026-08-06

NOBL

PROSHARES TR

106.29%

Shares34.9K

Event2026-06-30

Filed2026-08-06

CGMU

CAPITAL GRP FIXED INCM ETF T

6.15%

Shares70.6K

Event2026-06-30

Filed2026-08-06

EWJ

ISHARES INC

New

Shares20.5K

Event2026-06-30

Filed2026-08-06

ISRG

INTUITIVE SURGICAL INC

2.71%

Shares4.8K

Event2026-06-30

Filed2026-08-06

AT T INC

6.16%

Shares92.2K

Event2026-06-30

Filed2026-08-06

BOEING CO

-2.14%

Shares8.8K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

305.40%

Shares15.3K

Event2026-06-30

Filed2026-08-06

MUNI

PIMCO ETF TR

50.51%

Shares35.9K

Event2026-06-30

Filed2026-08-06

GARP

ISHARES TR

-0.35%

Shares22.8K

Event2026-06-30

Filed2026-08-06

COHR

COHERENT CORP

-56.52%

Shares4.8K

Event2026-06-30

Filed2026-08-06

SELECT SECTOR SPDR TR

-52.42%

Shares41.4K

Event2026-06-30

Filed2026-08-06

WEC

WEC ENERGY GROUP INC

2.46%

Shares16.0K

Event2026-06-30

Filed2026-08-06

STRV

EA SERIES TRUST

1.32%

Shares38.6K

Event2026-06-30

Filed2026-08-06

FLMI

FRANKLIN TEMPLETON ETF TR

1.17%

Shares74.0K

Event2026-06-30

Filed2026-08-06

MRK

MERCK CO INC

-30.23%

Shares14.5K

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC

1332.59%

Shares10.9K

Event2026-06-30

Filed2026-08-06

SCHV

SCHWAB STRATEGIC TR

13.42%

Shares53.4K

Event2026-06-30

Filed2026-08-06

BOTZ

GLOBAL X FDS

13.73%

Shares48.9K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

-10.58%

Shares6.2K

Event2026-06-30

Filed2026-08-06

MCHI

ISHARES TR

5.81%

Shares36.3K

Event2026-06-30

Filed2026-08-06

COWG

PACER FDS TR

9.64%

Shares46.0K

Event2026-06-30

Filed2026-08-06

ROBO

EXCHANGE TRADED CONCEPTS TRU

0.00%

Shares21.2K

Event2026-06-30

Filed2026-08-06

FDL

FIRST TR MORNINGSTAR DIVID L

8.67%

Shares37.1K

Event2026-06-30

Filed2026-08-06

MAIN

MAIN STR CAP CORP

-16.63%

Shares34.7K

Event2026-06-30

Filed2026-08-06

SCZ

ISHARES TR

10.01%

Shares21.8K

Event2026-06-30

Filed2026-08-06

SDVY

FIRST TR EXCHANGE TRADED FD

18.29%

Shares41.6K

Event2026-06-30

Filed2026-08-06

IYG

ISHARES TR

0.00%

Shares19.8K

Event2026-06-30

Filed2026-08-06

BLOOM ENERGY CORP

-30.36%

Shares5.9K

Event2026-06-30

Filed2026-08-06

SMMV

ISHARES TR

69.12%

Shares38.4K

Event2026-06-30

Filed2026-08-06

NVS

NOVARTIS AG

-77.73%

Shares11.1K

Event2026-06-30

Filed2026-08-06

UPS

UNITED PARCEL SERVICE INC

3.20%

Shares16.1K

Event2026-06-30

Filed2026-08-06

AIRR

FIRST TR EXCHANGE TRADED FD

11.49%

Shares13.0K

Event2026-06-30

Filed2026-08-06

SHY

ISHARES TR

-0.52%

Shares20.8K

Event2026-06-30

Filed2026-08-06

QGRO

AMERICAN CENTY ETF TR

9.95%

Shares14.4K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

0.21%

Shares12.5K

Event2026-06-30

Filed2026-08-06

QBTS

D WAVE QUANTUM INC

172.94%

Shares69.7K

Event2026-06-30

Filed2026-08-06

DFEV

DIMENSIONAL ETF TRUST

0.07%

Shares39.1K

Event2026-06-30

Filed2026-08-06

IGEB

ISHARES TR

0.97%

Shares37.0K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

351.36%

Shares20.7K

Event2026-06-30

Filed2026-08-06

MGK

VANGUARD WORLD FD

423.36%

Shares18.8K

Event2026-06-30

Filed2026-08-06

RSPU

INVESCO EXCHANGE TRADED FD T

3.03%

Shares20.2K

Event2026-06-30

Filed2026-08-06

QWLD

SPDR INDEX SHS FDS

0.40%

Shares10.8K

Event2026-06-30

Filed2026-08-06

VYMI

VANGUARD WHITEHALL FDS

66.17%

Shares16.7K

Event2026-06-30

Filed2026-08-06

FPE

FIRST TR EXCH TRADED FD III

-0.84%

Shares91.6K

Event2026-06-30

Filed2026-08-06

BBIN

J P MORGAN EXCHANGE TRADED F

-26.41%

Shares20.9K

Event2026-06-30

Filed2026-08-06

PDP

INVESCO EXCHANGE TRADED FD T

95.03%

Shares10.6K

Event2026-06-30

Filed2026-08-06

VONG

VANGUARD SCOTTSDALE FDS

53.54%

Shares12.6K

Event2026-06-30

Filed2026-08-06

WASTE MGMT INC DEL

31.96%

Shares7.2K

Event2026-06-30

Filed2026-08-06

HIG

HARTFORD FINL SVCS GROUP INC

4.58%

Shares12.0K

Event2026-06-30

Filed2026-08-06

RPM

RPM INTL INC

4.47%

Shares14.3K

Event2026-06-30

Filed2026-08-06

CEF

SPROTT PHYSICAL GOLD SILVE

17.28%

Shares39.6K

Event2026-06-30

Filed2026-08-06

DFIV

DIMENSIONAL ETF TRUST

4.23%

Shares29.4K

Event2026-06-30

Filed2026-08-06

SIL

GLOBAL X FDS

-2.39%

Shares20.4K

Event2026-06-30

Filed2026-08-06

ALAB

ASTERA LABS INC

-59.45%

Shares3.3K

Event2026-06-30

Filed2026-08-06

TPHD

TIMOTHY PLAN

10.46%

Shares37.3K

Event2026-06-30

Filed2026-08-06

MEM

MATTHEWS ASIA FDS

14.11%

Shares34.8K

Event2026-06-30

Filed2026-08-06

JIRE

J P MORGAN EXCHANGE TRADED F

-1.24%

Shares19.1K

Event2026-06-30

Filed2026-08-06

TRAVELERS COMPANIES INC

0.02%

Shares4.7K

Event2026-06-30

Filed2026-08-06

BAC

BANK AMERICA CORP

-0.45%

Shares27.4K

Event2026-06-30

Filed2026-08-06

MLPX

GLOBAL X FDS

0.93%

Shares21.2K

Event2026-06-30

Filed2026-08-06

DYNATRACE INC

6567.55%

Shares35.3K

Event2026-06-30

Filed2026-08-06

TPIF

TIMOTHY PLAN

1.42%

Shares41.4K

Event2026-06-30

Filed2026-08-06

DFGR

DIMENSIONAL ETF TRUST

2.85%

Shares53.3K

Event2026-06-30

Filed2026-08-06

ADI

ANALOG DEVICES INC

-3.04%

Shares3.9K

Event2026-06-30

Filed2026-08-06

IHI

ISHARES TR

0.00%

Shares30.6K

Event2026-06-30

Filed2026-08-06

PAMC

PACER FDS TR

-7.65%

Shares26.9K

Event2026-06-30

Filed2026-08-06

BANK NEW YORK MELLON CORP

7.21%

Shares10.3K

Event2026-06-30

Filed2026-08-06

FTC

FIRST TRUST LRGCP GWT ALPHAD

-1.11%

Shares7.6K

Event2026-06-30

Filed2026-08-06

USB

US BANCORP DEL

-4.62%

Shares24.5K

Event2026-06-30

Filed2026-08-06

ITA

ISHARES TR

-24.98%

Shares6.1K

Event2026-06-30

Filed2026-08-06

SELV

SEI EXCHANGE TRADED FUNDS

21.62%

Shares45.0K

Event2026-06-30

Filed2026-08-06

JPC

NUVEEN PFD INCOME OPPORTUN

-6.25%

Shares186.5K

Event2026-06-30

Filed2026-08-06

URNM

SPROTT FDS TR

3.33%

Shares27.9K

Event2026-06-30

Filed2026-08-06

VOT

VANGUARD INDEX FDS

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-06

CMCSA

COMCAST CORP NEW

0.90%

Shares59.7K

Event2026-06-30

Filed2026-08-06

NLR

VANECK ETF TRUST

-3.51%

Shares12.4K

Event2026-06-30

Filed2026-08-06

ABNB

AIRBNB INC

-5.22%

Shares10.0K

Event2026-06-30

Filed2026-08-06

SDY

SPDR SER TR

5.88%

Shares9.4K

Event2026-06-30

Filed2026-08-06

AHR

AMERICAN HEALTHCARE REIT INC

9.15%

Shares27.3K

Event2026-06-30

Filed2026-08-06

VSGX

VANGUARD WORLD FD

1.21%

Shares17.0K

Event2026-06-30

Filed2026-08-06

QGRW

WISDOMTREE TR

106.05%

Shares21.1K

Event2026-06-30

Filed2026-08-06

CIEN

CIENA CORP

-1.56%

Shares2.8K

Event2026-06-30

Filed2026-08-06

SYY

SYSCO CORP

-0.54%

Shares16.7K

Event2026-06-30

Filed2026-08-06

IYK

ISHARES TR

-4.61%

Shares19.2K

Event2026-06-30

Filed2026-08-06

IOO

ISHARES TR

9.25%

Shares10.2K

Event2026-06-30

Filed2026-08-06

JPIB

J P MORGAN EXCHANGE TRADED F

3.32%

Shares28.7K

Event2026-06-30

Filed2026-08-06

IQV

IQVIA HLDGS INC

-3.97%

Shares7.1K

Event2026-06-30

Filed2026-08-06

ORI

OLD REP INTL CORP

2.45%

Shares33.1K

Event2026-06-30

Filed2026-08-06

IDU

ISHARES TR

-10.78%

Shares11.8K

Event2026-06-30

Filed2026-08-06

AAOI

APPLIED OPTOELECTRONICS INC

-50.17%

Shares9.0K

Event2026-06-30

Filed2026-08-06

TFC

TRUIST FINL CORP

-2.24%

Shares26.7K

Event2026-06-30

Filed2026-08-06

TBUX

T ROWE PRICE ETF INC

95.92%

Shares26.7K

Event2026-06-30

Filed2026-08-06

HELO

J P MORGAN EXCHANGE TRADED F

-8.03%

Shares19.5K

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

-85.09%

Shares1.3K

Event2026-06-30

Filed2026-08-06

AXON

AXON ENTERPRISE INC

-0.97%

Shares2.3K

Event2026-06-30

Filed2026-08-06

XLV

SELECT SECTOR SPDR TR

-2.32%

Shares8.3K

Event2026-06-30

Filed2026-08-06

BLK

BLACKROCK INC

13.17%

Shares1.4K

Event2026-06-30

Filed2026-08-06

FLRN

SPDR SER TR

-3.27%

Shares42.3K

Event2026-06-30

Filed2026-08-06

WPM

WHEATON PRECIOUS METALS CORP

1.14%

Shares11.6K

Event2026-06-30

Filed2026-08-06

COR

CENCORA INC

-3.32%

Shares4.6K

Event2026-06-30

Filed2026-08-06

IHDG

WISDOMTREE TR

5.69%

Shares24.6K

Event2026-06-30

Filed2026-08-06

AFL

AFLAC INC

313.40%

Shares10.9K

Event2026-06-30

Filed2026-08-06

KNG

FIRST TR EXCHANGE TRADED FD

-4.42%

Shares25.3K

Event2026-06-30

Filed2026-08-06

XAR

SPDR SER TR

739.55%

Shares4.5K

Event2026-06-30

Filed2026-08-06

TSCO

TRACTOR SUPPLY CO

3280.17%

Shares40.2K

Event2026-06-30

Filed2026-08-06

HOOD

ROBINHOOD MKTS INC

9.41%

Shares12.5K

Event2026-06-30

Filed2026-08-06

XHB

SPDR SER TR

2047.00%

Shares10.7K

Event2026-06-30

Filed2026-08-06

CRDO

CREDO TECHNOLOGY GROUP HOLDI

-50.28%

Shares4.5K

Event2026-06-30

Filed2026-08-06

USRT

ISHARES TR

5419.29%

Shares18.6K

Event2026-06-30

Filed2026-08-06

PSFF

PACER FDS TR

1.04%

Shares36.0K

Event2026-06-30

Filed2026-08-06

ZSCALER INC

44.02%

Shares8.7K

Event2026-06-30

Filed2026-08-06

HSY

HERSHEY CO

-0.58%

Shares7.0K

Event2026-06-30

Filed2026-08-06

IWY

ISHARES TR

-3.73%

Shares4.2K

Event2026-06-30

Filed2026-08-06

SPTS

SPDR SER TR

8.99%

Shares42.1K

Event2026-06-30

Filed2026-08-06

SMDV

PROSHARES TR

83.09%

Shares15.8K

Event2026-06-30

Filed2026-08-06

BLV

VANGUARD BD INDEX FDS

0.02%

Shares17.6K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

775.09%

Shares10.1K

Event2026-06-30

Filed2026-08-06

IAK

ISHARES TR

4157.00%

Shares8.5K

Event2026-06-30

Filed2026-08-06

ROYAL BK CDA

14.28%

Shares5.8K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available