The Analysis of Sowell Financial Services LLC's Holdings & P&L


Currently, Sowell Financial Services LLC holds 1162 types of securities in its portfolio with a total value $3.1B. In the most recent quarter, they have increased their positions in IWF (+84.2K shares, valued at $10.5M), VUG (+89.0K shares, valued at $7.7M), VO (+94.6K shares, valued at $7.6M); decreased their positions in N/A (-7.9K shares, valued at $5.9M), JAAA (-96.9K shares, valued at $4.9M), IAU (-64.3K shares, valued at $4.9M); initiated new positions in HYGH (+54.7K shares, valued at $4.7M), CTA (+116.2K shares, valued at $3.0M), PDBA (+84.0K shares, valued at $3.0M).


1M P&L
-17.3M-0.68%
3M P&L
+6.3M+0.25%
HY P&L
+121.8M+5.05%

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/A1.4B
53.6%
2Semiconductors143.8M
5.5%
3Consumer Electronics122.0M
4.7%

Top Industries by Stock Count

1N/A509 stocks
47.7%
2Utilities - Regulated Electric24 stocks
2.3%
3Banks - Regional19 stocks
1.8%
Stock Holdings
AAPL
APPLE INC
-1.33%
Shares420.7K
Event2026-06-30
Filed2026-07-20
QQQ
INVESCO QQQ TR
1.06%
Shares122.0K
Event2026-06-30
Filed2026-07-20
NVDA
NVIDIA CORPORATION
2.73%
Shares413.1K
Event2026-06-30
Filed2026-07-20
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-2.30%
Shares86.4K
Event2026-06-30
Filed2026-07-20
ISHARES TR
ISHARES TR
-9.08%
Shares79.5K
Event2026-06-30
Filed2026-07-20
MSFT
MICROSOFT CORP
1.56%
Shares151.9K
Event2026-06-30
Filed2026-07-20
WLDR
TWO RDS SHARED TR
10.26%
Shares1.2M
Event2026-06-30
Filed2026-07-20
AMZN
AMAZON COM INC
0.62%
Shares222.8K
Event2026-06-30
Filed2026-07-20
QUAL
ISHARES TR
1.02%
Shares177.7K
Event2026-06-30
Filed2026-07-20
GOOGL
ALPHABET INC
1.86%
Shares100.0K
Event2026-06-30
Filed2026-07-20
RAYD
ADVISORS INNER CIRCLE FD III
12.60%
Shares909.9K
Event2026-06-30
Filed2026-07-20
SMH
VANECK ETF TRUST
13.70%
Shares51.2K
Event2026-06-30
Filed2026-07-20
JAAA
JANUS DETROIT STR TR
-13.47%
Shares622.8K
Event2026-06-30
Filed2026-07-20
BRK.B
BERKSHIRE HATHAWAY INC DEL
2.37%
Shares61.2K
Event2026-06-30
Filed2026-07-20
GOOG
ALPHABET INC
-1.26%
Shares74.6K
Event2026-06-30
Filed2026-07-20
AGGH
SIMPLIFY EXCHANGE TRADED FUN
1.76%
Shares1.2M
Event2026-06-30
Filed2026-07-20
ISHARES TR
ISHARES TR
2.46%
Shares247.7K
Event2026-06-30
Filed2026-07-20
ISHARES TR
ISHARES TR
1.08%
Shares246.2K
Event2026-06-30
Filed2026-07-20
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
3.94%
Shares70.5K
Event2026-06-30
Filed2026-07-20
VTV
VANGUARD INDEX FDS
30.94%
Shares105.2K
Event2026-06-30
Filed2026-07-20
META PLATFORMS INC
META PLATFORMS INC
10.73%
Shares37.1K
Event2026-06-30
Filed2026-07-20
VOO
VANGUARD INDEX FDS
8.24%
Shares29.3K
Event2026-06-30
Filed2026-07-20
BROADCOM INC
BROADCOM INC
-2.96%
Shares51.4K
Event2026-06-30
Filed2026-07-20
SPDR SERIES TRUST
SPDR SERIES TRUST
3.87%
Shares216.9K
Event2026-06-30
Filed2026-07-20
CAT
CATERPILLAR INC
-6.62%
Shares17.5K
Event2026-06-30
Filed2026-07-20
JPST
J P MORGAN EXCHANGE TRADED F
-1.57%
Shares353.1K
Event2026-06-30
Filed2026-07-20
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
0.07%
Shares18.9K
Event2026-06-30
Filed2026-07-20
PGHY
INVESCO EXCH TRADED FD TR II
0.97%
Shares891.8K
Event2026-06-30
Filed2026-07-20
MU
MICRON TECHNOLOGY INC
-6.46%
Shares14.6K
Event2026-06-30
Filed2026-07-20
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-3.02%
Shares32.6K
Event2026-06-30
Filed2026-07-20
GCOR
GOLDMAN SACHS ETF TR
49.26%
Shares399.5K
Event2026-06-30
Filed2026-07-20
XLK
SELECT SECTOR SPDR TR
-0.56%
Shares83.1K
Event2026-06-30
Filed2026-07-20
WMT
WALMART INC
-3.94%
Shares134.3K
Event2026-06-30
Filed2026-07-20
VISA INC
VISA INC
3.17%
Shares42.8K
Event2026-06-30
Filed2026-07-20
JNJ
JOHNSON & JOHNSON
-4.64%
Shares57.2K
Event2026-06-30
Filed2026-07-20
XMHQ
INVESCO EXCHANGE TRADED FD T
1.80%
Shares125.8K
Event2026-06-30
Filed2026-07-20
SGOV
ISHARES TR
5.03%
Shares139.1K
Event2026-06-30
Filed2026-07-20
CISCO SYS INC
CISCO SYS INC
-0.37%
Shares118.5K
Event2026-06-30
Filed2026-07-20
TSLA
TESLA INC
-8.80%
Shares32.7K
Event2026-06-30
Filed2026-07-20
IWF
ISHARES TR
361.05%
Shares107.5K
Event2026-06-30
Filed2026-07-20
QQQM
INVESCO EXCH TRADED FD TR II
0.65%
Shares43.7K
Event2026-06-30
Filed2026-07-20
AMD
ADVANCED MICRO DEVICES INC
-2.84%
Shares22.5K
Event2026-06-30
Filed2026-07-20
BAC
BANK AMERICA CORP
-4.84%
Shares226.8K
Event2026-06-30
Filed2026-07-20
INCM
FRANKLIN TEMPLETON ETF TR
7.89%
Shares425.6K
Event2026-06-30
Filed2026-07-20
CVX
CHEVRON CORPORATION
-1.45%
Shares73.2K
Event2026-06-30
Filed2026-07-20
DFAU
DIMENSIONAL ETF TRUST
2.34%
Shares233.0K
Event2026-06-30
Filed2026-07-20
KO
COCA COLA CO
-0.91%
Shares143.5K
Event2026-06-30
Filed2026-07-20
DFUS
DIMENSIONAL ETF TRUST
-0.11%
Shares139.4K
Event2026-06-30
Filed2026-07-20
IEMG
ISHARES INC
-0.35%
Shares137.2K
Event2026-06-30
Filed2026-07-20
ABBVIE INC
ABBVIE INC
-1.11%
Shares44.3K
Event2026-06-30
Filed2026-07-20
IBM
INTERNATIONAL BUSINESS MACHS
4.38%
Shares39.1K
Event2026-06-30
Filed2026-07-20
XLF
SELECT SECTOR SPDR TR
90.63%
Shares200.4K
Event2026-06-30
Filed2026-07-20
VUG
VANGUARD INDEX FDS
255.96%
Shares123.7K
Event2026-06-30
Filed2026-07-20
DELL
DELL TECHNOLOGIES INC
-1.96%
Shares24.2K
Event2026-06-30
Filed2026-07-20
IWM
ISHARES TR
3.29%
Shares34.2K
Event2026-06-30
Filed2026-07-20
VO
VANGUARD INDEX FDS
317.30%
Shares124.5K
Event2026-06-30
Filed2026-07-20
SOXX
ISHARES TR
1.28%
Shares15.5K
Event2026-06-30
Filed2026-07-20
EQIN
COLUMBIA ETF TR I
1.68%
Shares192.8K
Event2026-06-30
Filed2026-07-20
VANGUARD INDEX FDS
VANGUARD INDEX FDS
11.63%
Shares26.5K
Event2026-06-30
Filed2026-07-20
GSUS
GOLDMAN SACHS ETF TR
95.44%
Shares93.7K
Event2026-06-30
Filed2026-07-20
MRK
MERCK & CO INC
0.63%
Shares75.0K
Event2026-06-30
Filed2026-07-20
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.37%
Shares20.1K
Event2026-06-30
Filed2026-07-20
GSLC
GOLDMAN SACHS ETF TR
10.24%
Shares67.5K
Event2026-06-30
Filed2026-07-20
USMV
ISHARES TR
-4.64%
Shares98.8K
Event2026-06-30
Filed2026-07-20
IWD
ISHARES TR
19.39%
Shares38.9K
Event2026-06-30
Filed2026-07-20
OKE
ONEOK INC NEW
0.64%
Shares107.8K
Event2026-06-30
Filed2026-07-20
FLDR
FIDELITY MERRIMACK STR TR
24.80%
Shares185.4K
Event2026-06-30
Filed2026-07-20
VONG
VANGUARD SCOTTSDALE FDS
31.76%
Shares71.8K
Event2026-06-30
Filed2026-07-20
LLY
ELI LILLY & CO
10.51%
Shares7.6K
Event2026-06-30
Filed2026-07-20
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
1.06%
Shares77.5K
Event2026-06-30
Filed2026-07-20
SBUX
STARBUCKS CORP
-1.60%
Shares86.4K
Event2026-06-30
Filed2026-07-20
UBER
UBER TECHNOLOGIES INC
9.02%
Shares120.8K
Event2026-06-30
Filed2026-07-20
MS
MORGAN STANLEY
1.11%
Shares40.9K
Event2026-06-30
Filed2026-07-20
LRCX
LAM RESEARCH CORP
-0.43%
Shares19.7K
Event2026-06-30
Filed2026-07-20
WFC
WELLS FARGO & CO
0.05%
Shares103.3K
Event2026-06-30
Filed2026-07-20
DIA
STATE STR SPDR DOW JONES IND
-3.43%
Shares16.3K
Event2026-06-30
Filed2026-07-20
UPS
UNITED PARCEL SVCS INC
1.73%
Shares79.0K
Event2026-06-30
Filed2026-07-20
APH
AMPHENOL CORP
-2.68%
Shares45.3K
Event2026-06-30
Filed2026-07-20
PM
PHILIP MORRIS INTL INC
-2.34%
Shares43.2K
Event2026-06-30
Filed2026-07-20
IWS
ISHARES TR
-6.27%
Shares47.4K
Event2026-06-30
Filed2026-07-20
BTZ
BLACKROCK CR ALLOCATION
6.90%
Shares761.5K
Event2026-06-30
Filed2026-07-20
VCIT
VANGUARD SCOTTSDALE FDS
6.35%
Shares92.7K
Event2026-06-30
Filed2026-07-20
VIG
VANGUARD SPECIALIZED FUNDS
-2.47%
Shares32.1K
Event2026-06-30
Filed2026-07-20
GGUS
GOLDMAN SACHS ETF TR
83.30%
Shares111.0K
Event2026-06-30
Filed2026-07-20
EFA
ISHARES TR
8.05%
Shares72.7K
Event2026-06-30
Filed2026-07-20
BND
VANGUARD BD INDEX FDS
0.09%
Shares102.8K
Event2026-06-30
Filed2026-07-20
HHH
HOWARD HUGHES HOLDINGS INC
3.26%
Shares104.9K
Event2026-06-30
Filed2026-07-20
IJR
ISHARES TR
-3.93%
Shares49.8K
Event2026-06-30
Filed2026-07-20
GSID
GOLDMAN SACHS ETF TR
74.39%
Shares96.9K
Event2026-06-30
Filed2026-07-20
ET
ENERGY TRANSFER L P
0.97%
Shares378.4K
Event2026-06-30
Filed2026-07-20
VZ
VERIZON COMMUNICATIONS INC
2.14%
Shares170.6K
Event2026-06-30
Filed2026-07-20
IJS
ISHARES TR
-7.27%
Shares52.5K
Event2026-06-30
Filed2026-07-20
MO
ALTRIA GROUP INC
-0.25%
Shares97.8K
Event2026-06-30
Filed2026-07-20
BA
BOEING CO
2.18%
Shares32.4K
Event2026-06-30
Filed2026-07-20
KLAC
KLA CORP
743.26%
Shares23.3K
Event2026-06-30
Filed2026-07-20
IJT
ISHARES TR
2.18%
Shares39.1K
Event2026-06-30
Filed2026-07-20
APPLIED MATLS INC
APPLIED MATLS INC
-19.99%
Shares9.5K
Event2026-06-30
Filed2026-07-20
DFAC
DIMENSIONAL ETF TRUST
-2.30%
Shares153.6K
Event2026-06-30
Filed2026-07-20
IVW
ISHARES TR
5.23%
Shares49.4K
Event2026-06-30
Filed2026-07-20
IAU
ISHARES GOLD TR
-41.71%
Shares89.9K
Event2026-06-30
Filed2026-07-20
MCD
MCDONALDS CORP
3.62%
Shares25.1K
Event2026-06-30
Filed2026-07-20
HACK
AMPLIFY ETF TR
1.80%
Shares63.5K
Event2026-06-30
Filed2026-07-20
3M CO
3M CO
2.88%
Shares41.0K
Event2026-06-30
Filed2026-07-20
HD
HOME DEPOT INC
-7.77%
Shares18.3K
Event2026-06-30
Filed2026-07-20
APD
AIR PRODUCTS AND CHEMICALS I
-2.44%
Shares21.9K
Event2026-06-30
Filed2026-07-20
MRVL
MARVELL TECHNOLOGY INC
-5.93%
Shares21.6K
Event2026-06-30
Filed2026-07-20
DFCF
DIMENSIONAL ETF TRUST
0.46%
Shares151.6K
Event2026-06-30
Filed2026-07-20
TLT
ISHARES TR
-1.52%
Shares73.6K
Event2026-06-30
Filed2026-07-20
FNDF
SCHWAB STRATEGIC TR
43.55%
Shares119.1K
Event2026-06-30
Filed2026-07-20
GS
GOLDMAN SACHS GROUP INC
-1.80%
Shares6.2K
Event2026-06-30
Filed2026-07-20
EEM
ISHARES TR
-4.49%
Shares89.0K
Event2026-06-30
Filed2026-07-20
DFIC
DIMENSIONAL ETF TRUST
1.85%
Shares163.3K
Event2026-06-30
Filed2026-07-20
IWV
ISHARES TR
-1.17%
Shares13.9K
Event2026-06-30
Filed2026-07-20
MTUM
ISHARES TR
17.86%
Shares17.2K
Event2026-06-30
Filed2026-07-20
PPA
INVESCO EXCHANGE TRADED FD T
6.73%
Shares33.2K
Event2026-06-30
Filed2026-07-20
F
FORD MTR CO
2.95%
Shares415.4K
Event2026-06-30
Filed2026-07-20
GEV
GE VERNOVA INC
11.74%
Shares4.9K
Event2026-06-30
Filed2026-07-20
ICSH
ISHARES TR
-2.91%
Shares112.8K
Event2026-06-30
Filed2026-07-20
LISTED FDS TR
LISTED FDS TR
0.00%
Shares139.3K
Event2026-06-30
Filed2026-07-20
PG
PROCTER & GAMBLE CO
-2.36%
Shares38.2K
Event2026-06-30
Filed2026-07-20
BLES
NORTHERN LTS FD TR IV
12.43%
Shares116.1K
Event2026-06-30
Filed2026-07-20
RAYE
ADVISORS INNER CIRCLE FD III
71.96%
Shares150.9K
Event2026-06-30
Filed2026-07-20
PANW
PALO ALTO NETWORKS INC
2.27%
Shares16.1K
Event2026-06-30
Filed2026-07-20
QCOM
QUALCOMM INC
-11.84%
Shares29.4K
Event2026-06-30
Filed2026-07-20
PEP
PEPSICO INC
-5.15%
Shares39.7K
Event2026-06-30
Filed2026-07-20
VLO
VALERO ENERGY CORP
97.29%
Shares20.4K
Event2026-06-30
Filed2026-07-20
WWD
WOODWARD INC
0.27%
Shares12.5K
Event2026-06-30
Filed2026-07-20
CLSE
TRUST FOR PROFESSIONAL MANAG
-33.17%
Shares154.2K
Event2026-06-30
Filed2026-07-20
BN
BROOKFIELD CORP
16.64%
Shares122.0K
Event2026-06-30
Filed2026-07-20
IBDR
ISHARES TR
-1.15%
Shares209.4K
Event2026-06-30
Filed2026-07-20
GIGB
GOLDMAN SACHS ETF TR
74.23%
Shares109.7K
Event2026-06-30
Filed2026-07-20
SJNK
SPDR SERIES TRUST
16.39%
Shares199.8K
Event2026-06-30
Filed2026-07-20
LIEN
CHICAGO ATLANTIC BDC INC
3.64%
Shares511.4K
Event2026-06-30
Filed2026-07-20
GE
GE AEROSPACE
1.32%
Shares13.2K
Event2026-06-30
Filed2026-07-20
SCHD
SCHWAB STRATEGIC TR
19.93%
Shares153.5K
Event2026-06-30
Filed2026-07-20
NETFLIX INC.
NETFLIX INC.
-0.21%
Shares67.5K
Event2026-06-30
Filed2026-07-20
SCHX
SCHWAB STRATEGIC TR
-15.46%
Shares162.4K
Event2026-06-30
Filed2026-07-20
XLV
SELECT SECTOR SPDR TR
-9.15%
Shares30.1K
Event2026-06-30
Filed2026-07-20
HYGH
ISHARES U S ETF TR
New
Shares54.7K
Event2026-06-30
Filed2026-07-20
INTC
INTEL CORP
-15.56%
Shares33.8K
Event2026-06-30
Filed2026-07-20
AXP
AMERICAN EXPRESS CO
1.12%
Shares14.0K
Event2026-06-30
Filed2026-07-20
IBDT
ISHARES TR
0.37%
Shares182.1K
Event2026-06-30
Filed2026-07-20
AXON
AXON ENTERPRISE INC
7.61%
Shares8.1K
Event2026-06-30
Filed2026-07-20
QTEC
FIRST TR EXCHANGE-TRADED FD
-1.94%
Shares13.6K
Event2026-06-30
Filed2026-07-20
JEPI
J P MORGAN EXCHANGE TRADED F
-0.60%
Shares80.3K
Event2026-06-30
Filed2026-07-20
IBDS
ISHARES TR
-0.01%
Shares186.0K
Event2026-06-30
Filed2026-07-20
PFE
PFIZER INC
3.83%
Shares185.8K
Event2026-06-30
Filed2026-07-20
IBDU
ISHARES TR
-0.04%
Shares193.2K
Event2026-06-30
Filed2026-07-20
RTX CORPORATION
RTX CORPORATION
0.95%
Shares23.3K
Event2026-06-30
Filed2026-07-20
IGM
ISHARES TR
-1.06%
Shares26.9K
Event2026-06-30
Filed2026-07-20
JBBB
JANUS DETROIT STR TR
1.40%
Shares91.7K
Event2026-06-30
Filed2026-07-20
VYM
VANGUARD WHITEHALL FDS
-6.88%
Shares27.5K
Event2026-06-30
Filed2026-07-20
VBIL
VANGUARD INSTL INDEX FD
0.83%
Shares56.9K
Event2026-06-30
Filed2026-07-20
VEA
VANGUARD TAX-MANAGED FDS
18.40%
Shares60.4K
Event2026-06-30
Filed2026-07-20
TPLC
TIMOTHY PLAN
16.59%
Shares85.4K
Event2026-06-30
Filed2026-07-20
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
2.27%
Shares5.6K
Event2026-06-30
Filed2026-07-20
LQD
ISHARES TR
4.46%
Shares39.3K
Event2026-06-30
Filed2026-07-20
IVE
ISHARES TR
2.07%
Shares18.9K
Event2026-06-30
Filed2026-07-20
DFEM
DIMENSIONAL ETF TRUST
0.58%
Shares104.2K
Event2026-06-30
Filed2026-07-20
O
REALTY INCOME CORP
53.24%
Shares68.3K
Event2026-06-30
Filed2026-07-20
T
AT&T INC
5.58%
Shares202.0K
Event2026-06-30
Filed2026-07-20
CLOZ
SERIES PORTFOLIOS TR
1.26%
Shares158.0K
Event2026-06-30
Filed2026-07-20
GOVT
ISHARES TR
2.52%
Shares183.1K
Event2026-06-30
Filed2026-07-20
SLV
ISHARES SILVER TR
-47.45%
Shares77.7K
Event2026-06-30
Filed2026-07-20
XLI
SELECT SECTOR SPDR TR
-11.15%
Shares22.1K
Event2026-06-30
Filed2026-07-20
ITA
ISHARES TR
84.49%
Shares16.6K
Event2026-06-30
Filed2026-07-20
MET
METLIFE INC
-3.93%
Shares47.5K
Event2026-06-30
Filed2026-07-20
DIS
DISNEY WALT CO
-6.12%
Shares41.6K
Event2026-06-30
Filed2026-07-20
FNDA
SCHWAB STRATEGIC TR
-2.18%
Shares105.0K
Event2026-06-30
Filed2026-07-20
MDY
STATE STR SPDR S&P MIDCAP 40
-0.85%
Shares5.6K
Event2026-06-30
Filed2026-07-20
FLRN
SPDR SERIES TRUST
1.30%
Shares128.0K
Event2026-06-30
Filed2026-07-20
BMY
BRISTOL-MYERS SQUIBB CO
-0.25%
Shares68.2K
Event2026-06-30
Filed2026-07-20
AMGN
AMGEN INC
-4.96%
Shares10.8K
Event2026-06-30
Filed2026-07-20
DFSD
DIMENSIONAL ETF TRUST
5.59%
Shares81.3K
Event2026-06-30
Filed2026-07-20
DUK
DUKE ENERGY CORP NEW
-6.16%
Shares30.6K
Event2026-06-30
Filed2026-07-20
IJH
ISHARES TR
0.28%
Shares49.9K
Event2026-06-30
Filed2026-07-20
SPDW
SPDR INDEX SHS FDS
8.36%
Shares76.1K
Event2026-06-30
Filed2026-07-20
TSN
TYSON FOODS INC
2.74%
Shares66.6K
Event2026-06-30
Filed2026-07-20
GBIL
GOLDMAN SACHS ETF TR
11.57%
Shares38.0K
Event2026-06-30
Filed2026-07-20
TQQQ
PROSHARES TR
31.23%
Shares47.0K
Event2026-06-30
Filed2026-07-20
ROYAL CARIBBEAN GROUP
ROYAL CARIBBEAN GROUP
-1.33%
Shares12.0K
Event2026-06-30
Filed2026-07-20
FLOT
ISHARES TR
12.46%
Shares73.9K
Event2026-06-30
Filed2026-07-20
IWR
ISHARES TR
9.27%
Shares33.9K
Event2026-06-30
Filed2026-07-20
CVS
CVS HEALTH CORP
-0.51%
Shares36.0K
Event2026-06-30
Filed2026-07-20
SPSM
SPDR SERIES TRUST
1.20%
Shares64.5K
Event2026-06-30
Filed2026-07-20
EEMS
ISHARES INC
0.67%
Shares48.9K
Event2026-06-30
Filed2026-07-20
FTSM
FIRST TR EXCHANGE-TRADED FD
454.56%
Shares61.9K
Event2026-06-30
Filed2026-07-20
GMUB
GOLDMAN SACHS ETF TR
1.85%
Shares71.7K
Event2026-06-30
Filed2026-07-20
GOLDMAN SACHS ETF TR
GOLDMAN SACHS ETF TR
77.18%
Shares59.0K
Event2026-06-30
Filed2026-07-20
CGMS
CAPITAL GRP FIXED INCM ETF T
-4.90%
Shares134.0K
Event2026-06-30
Filed2026-07-20
QLD
PROSHARES TR
-16.73%
Shares37.7K
Event2026-06-30
Filed2026-07-20
GTIP
GOLDMAN SACHS ETF TR
80.24%
Shares73.6K
Event2026-06-30
Filed2026-07-20
LMT
LOCKHEED MARTIN CORP
4.87%
Shares6.9K
Event2026-06-30
Filed2026-07-20
FLC
FLAHERTY & CRUMRINE TOTAL RE
-1.50%
Shares204.6K
Event2026-06-30
Filed2026-07-20
NBIS
NEBIUS GROUP N.V.
-4.52%
Shares12.4K
Event2026-06-30
Filed2026-07-20
ALL
ALLSTATE CORP
0.22%
Shares14.3K
Event2026-06-30
Filed2026-07-20
FTQI
FIRST TR EXCHANGE TRADED FD
-10.88%
Shares153.6K
Event2026-06-30
Filed2026-07-20
MGK
VANGUARD WORLD FD
348.44%
Shares38.4K
Event2026-06-30
Filed2026-07-20
JBL
JABIL INC
5.27%
Shares8.8K
Event2026-06-30
Filed2026-07-20
SPAB
SPDR SERIES TRUST
6.74%
Shares131.9K
Event2026-06-30
Filed2026-07-20
SPTL
SPDR SERIES TRUST
23.51%
Shares127.9K
Event2026-06-30
Filed2026-07-20
VGIT
VANGUARD SCOTTSDALE FDS
15.76%
Shares56.7K
Event2026-06-30
Filed2026-07-20
UVE
UNIVERSAL INS HLDGS INC
5.26%
Shares80.6K
Event2026-06-30
Filed2026-07-20
FE
FIRSTENERGY CORP
-0.91%
Shares69.8K
Event2026-06-30
Filed2026-07-20
PSX
PHILLIPS 66
82.31%
Shares19.4K
Event2026-06-30
Filed2026-07-20
HEQT
SIMPLIFY EXCHANGE TRADED FUN
-11.07%
Shares94.6K
Event2026-06-30
Filed2026-07-20
FBND
FIDELITY MERRIMACK STR TR
1.50%
Shares69.5K
Event2026-06-30
Filed2026-07-20
URA
GLOBAL X FDS
724.75%
Shares72.2K
Event2026-06-30
Filed2026-07-20
HSBC
HSBC HLDGS PLC
4.45%
Shares32.6K
Event2026-06-30
Filed2026-07-20
SPYI
NEOS ETF TRUST
-12.68%
Shares58.4K
Event2026-06-30
Filed2026-07-20
KR
KROGER CO
-0.15%
Shares55.8K
Event2026-06-30
Filed2026-07-20
TEVA
TEVA PHARMACEUTICAL INDS LTD
-1.81%
Shares91.0K
Event2026-06-30
Filed2026-07-20
FEIM
FREQUENCY ELECTRS INC
-7.47%
Shares46.3K
Event2026-06-30
Filed2026-07-20
VGT
VANGUARD WORLD FD
693.83%
Shares25.6K
Event2026-06-30
Filed2026-07-20
URI
UNITED RENTALS INC
3.11%
Shares2.7K
Event2026-06-30
Filed2026-07-20
TPR
TAPESTRY INC
21.86%
Shares20.7K
Event2026-06-30
Filed2026-07-20
VT
VANGUARD INTL EQUITY INDEX F
0.92%
Shares19.3K
Event2026-06-30
Filed2026-07-20
CTA
SIMPLIFY EXCHANGE TRADED FUN
New
Shares116.2K
Event2026-06-30
Filed2026-07-20
XLE
SELECT SECTOR SPDR TR
-13.50%
Shares56.7K
Event2026-06-30
Filed2026-07-20
PDBA
INVESCO ACTVELY MNGD ETC FD
New
Shares84.0K
Event2026-06-30
Filed2026-07-20
PSA
PUBLIC STORAGE OPER CO
2.97%
Shares9.4K
Event2026-06-30
Filed2026-07-20
DAL
DELTA AIR LINES INC
-1.19%
Shares31.8K
Event2026-06-30
Filed2026-07-20
HSY
HERSHEY CO
13.48%
Shares16.7K
Event2026-06-30
Filed2026-07-20
ETR
ENTERGY CORP NEW
6.83%
Shares25.5K
Event2026-06-30
Filed2026-07-20
IMCB
ISHARES TR
-15.80%
Shares30.3K
Event2026-06-30
Filed2026-07-20
EIPI
FIRST TR EXCHNG TRADED FD VI
-4.24%
Shares133.9K
Event2026-06-30
Filed2026-07-20
AGNC INVT CORP
AGNC INVT CORP
28.40%
Shares266.9K
Event2026-06-30
Filed2026-07-20
SSO
PROSHARES TR
-16.42%
Shares43.0K
Event2026-06-30
Filed2026-07-20
IGSB
ISHARES TR
15.30%
Shares55.0K
Event2026-06-30
Filed2026-07-20
GIS
GENERAL MILLS INC
6.42%
Shares82.7K
Event2026-06-30
Filed2026-07-20
QQEW
FIRST TR EXCHANGE-TRADED FD
1.47%
Shares18.0K
Event2026-06-30
Filed2026-07-20
RSP
INVESCO EXCHANGE TRADED FD T
-0.40%
Shares13.5K
Event2026-06-30
Filed2026-07-20
FTI
TECHNIPFMC PLC
-0.69%
Shares43.3K
Event2026-06-30
Filed2026-07-20
DFGX
DIMENSIONAL ETF TRUST
6.03%
Shares53.2K
Event2026-06-30
Filed2026-07-20
LOW
LOWES COS INC
0.55%
Shares12.9K
Event2026-06-30
Filed2026-07-20
SCZ
ISHARES TR
6.13%
Shares34.5K
Event2026-06-30
Filed2026-07-20
KRE
SPDR SERIES TRUST
541.75%
Shares37.9K
Event2026-06-30
Filed2026-07-20
PAVE
GLOBAL X FDS
-3.98%
Shares48.2K
Event2026-06-30
Filed2026-07-20
DVY
ISHARES TR
6.51%
Shares18.0K
Event2026-06-30
Filed2026-07-20
ETFS GOLD TR
ETFS GOLD TR
6.53%
Shares72.9K
Event2026-06-30
Filed2026-07-20
EPD
ENTERPRISE PRODS PARTNERS L
-3.32%
Shares75.0K
Event2026-06-30
Filed2026-07-20
PLD
PROLOGIS INC.
-1.57%
Shares20.2K
Event2026-06-30
Filed2026-07-20
XLY
SELECT SECTOR SPDR TR
9.27%
Shares23.2K
Event2026-06-30
Filed2026-07-20
USHY
ISHARES TR
57.48%
Shares73.2K
Event2026-06-30
Filed2026-07-20
CWB
SPDR SERIES TRUST
-2.87%
Shares25.1K
Event2026-06-30
Filed2026-07-20
FDVV
FIDELITY COVINGTON TRUST
-0.54%
Shares44.7K
Event2026-06-30
Filed2026-07-20
BIL
SPDR SERIES TRUST
-1.15%
Shares29.4K
Event2026-06-30
Filed2026-07-20
COF
CAPITAL ONE FINL CORP
4.38%
Shares13.1K
Event2026-06-30
Filed2026-07-20
IBDV
ISHARES TR
3.95%
Shares119.6K
Event2026-06-30
Filed2026-07-20
BELFB
BEL FUSE INC
8.03%
Shares7.8K
Event2026-06-30
Filed2026-07-20
GSSC
GOLDMAN SACHS ETF TR
84.94%
Shares28.2K
Event2026-06-30
Filed2026-07-20
AKRE
PROFESIONALLY MANAGED PORTFO
4.47%
Shares48.3K
Event2026-06-30
Filed2026-07-20
QQQI
NEOS ETF TRUST
11.73%
Shares45.1K
Event2026-06-30
Filed2026-07-20
VCSH
VANGUARD SCOTTSDALE FDS
-2.89%
Shares32.3K
Event2026-06-30
Filed2026-07-20
FESM
FIDELITY COVINGTON TRUST
31.43%
Shares52.0K
Event2026-06-30
Filed2026-07-20
DRI
DARDEN RESTAURANTS INC
5.02%
Shares12.2K
Event2026-06-30
Filed2026-07-20
ORACLE CORP
ORACLE CORP
5.77%
Shares17.1K
Event2026-06-30
Filed2026-07-20
HDV
ISHARES TR
389.86%
Shares91.5K
Event2026-06-30
Filed2026-07-20
NEXTERA ENERGY INC
NEXTERA ENERGY INC
-1.49%
Shares28.5K
Event2026-06-30
Filed2026-07-20
BNDX
VANGUARD CHARLOTTE FDS
11.59%
Shares51.6K
Event2026-06-30
Filed2026-07-20
BAI
BLACKROCK ETF TRUST
2.11%
Shares47.3K
Event2026-06-30
Filed2026-07-20
GLD
SPDR GOLD TR
-7.85%
Shares6.8K
Event2026-06-30
Filed2026-07-20
CMI
CUMMINS INC
0.40%
Shares3.5K
Event2026-06-30
Filed2026-07-20
KHC
KRAFT HEINZ CO
1.96%
Shares104.8K
Event2026-06-30
Filed2026-07-20
CIBR
FIRST TR EXCHANGE-TRADED FD
22.97%
Shares27.5K
Event2026-06-30
Filed2026-07-20
CHUBB LTD SWITZ
CHUBB LTD SWITZ
1.82%
Shares7.2K
Event2026-06-30
Filed2026-07-20
CLX
CLOROX CO DEL
12.06%
Shares25.8K
Event2026-06-30
Filed2026-07-20
XSMO
INVESCO EXCHANGE TRADED FD T
42.20%
Shares26.2K
Event2026-06-30
Filed2026-07-20
OPPE
WISDOMTREE TR
10.02%
Shares43.9K
Event2026-06-30
Filed2026-07-20
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
-4.14%
Shares5.9K
Event2026-06-30
Filed2026-07-20
AMKR
AMKOR TECHNOLOGY INC
3.70%
Shares28.3K
Event2026-06-30
Filed2026-07-20
DEI
DOUGLAS EMMETT INC
-6.53%
Shares206.3K
Event2026-06-30
Filed2026-07-20
IJJ
ISHARES TR
6.46%
Shares16.3K
Event2026-06-30
Filed2026-07-20
EBAY
EBAY INC.
3.70%
Shares21.3K
Event2026-06-30
Filed2026-07-20
DIVI
FRANKLIN TEMPLETON ETF TR
9.53%
Shares55.8K
Event2026-06-30
Filed2026-07-20
FDN
FIRST TR EXCHANGE-TRADED FD
1.83%
Shares8.9K
Event2026-06-30
Filed2026-07-20
USFR
WISDOMTREE TR
-3.92%
Shares46.7K
Event2026-06-30
Filed2026-07-20
IBKR
INTERACTIVE BROKERS GROUP IN
4.74%
Shares26.9K
Event2026-06-30
Filed2026-07-20
ASML
ASML HLDG NV
-0.09%
Shares1.2K
Event2026-06-30
Filed2026-07-20
SIVR
ABRDN SILVER ETF TRUST
2.78%
Shares41.5K
Event2026-06-30
Filed2026-07-20
VB
VANGUARD INDEX FDS
8.93%
Shares7.7K
Event2026-06-30
Filed2026-07-20
GLW
CORNING INC
-1.42%
Shares9.1K
Event2026-06-30
Filed2026-07-20
AGX
ARGAN INC
New
Shares2.9K
Event2026-06-30
Filed2026-07-20
DOW
DOW HLDGS INC
0.90%
Shares84.3K
Event2026-06-30
Filed2026-07-20
IEF
ISHARES TR
50.66%
Shares24.4K
Event2026-06-30
Filed2026-07-20
ESE
ESCO TECHNOLOGIES INC
9.24%
Shares6.6K
Event2026-06-30
Filed2026-07-20
DGCB
DIMENSIONAL ETF TRUST
5.59%
Shares42.0K
Event2026-06-30
Filed2026-07-20
COP
CONOCOPHILLIPS
2.47%
Shares22.1K
Event2026-06-30
Filed2026-07-20
SOUTHERN CO
SOUTHERN CO
-0.09%
Shares24.0K
Event2026-06-30
Filed2026-07-20
VTWV
VANGUARD SCOTTSDALE FDS
New
Shares11.7K
Event2026-06-30
Filed2026-07-20
FDX
FEDEX CORP
5.92%
Shares7.2K
Event2026-06-30
Filed2026-07-20
FTLS
FIRST TR EXCH TRADED FD III
-7.77%
Shares30.6K
Event2026-06-30
Filed2026-07-20
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-8.97%
Shares2.3K
Event2026-06-30
Filed2026-07-20
MAR
MARRIOTT INTL INC NEW
-1.80%
Shares6.1K
Event2026-06-30
Filed2026-07-20
OZK
BANK OZK LITTLE ROCK ARK
5.29%
Shares41.8K
Event2026-06-30
Filed2026-07-20
XLG
INVESCO EXCHANGE TRADED FD T
-1.65%
Shares35.5K
Event2026-06-30
Filed2026-07-20
QYLD
GLOBAL X FDS
1.28%
Shares117.0K
Event2026-06-30
Filed2026-07-20
MINT
PIMCO ETF TR
20.72%
Shares21.3K
Event2026-06-30
Filed2026-07-20
SPG
SIMON PPTY GROUP INC NEW
3.77%
Shares9.6K
Event2026-06-30
Filed2026-07-20
CLOUDFLARE INC
CLOUDFLARE INC
-2.36%
Shares8.6K
Event2026-06-30
Filed2026-07-20
HYG
ISHARES TR
-7.96%
Shares26.5K
Event2026-06-30
Filed2026-07-20
TMO
THERMO FISHER SCIENTIFIC INC
-5.08%
Shares4.2K
Event2026-06-30
Filed2026-07-20
VBR
VANGUARD INDEX FDS
-5.34%
Shares8.5K
Event2026-06-30
Filed2026-07-20
CI
THE CIGNA GROUP
2.50%
Shares7.5K
Event2026-06-30
Filed2026-07-20
FELG
FIDELITY COVINGTON TRUST
512.01%
Shares47.0K
Event2026-06-30
Filed2026-07-20
PBTP
INVESCO EXCH TRADED FD TR II
-13.07%
Shares79.4K
Event2026-06-30
Filed2026-07-20
TJX
TJX COS INC NEW
9.91%
Shares13.4K
Event2026-06-30
Filed2026-07-20
IYR
ISHARES TR
1.50%
Shares19.8K
Event2026-06-30
Filed2026-07-20
MBB
ISHARES TR
3.04%
Shares21.4K
Event2026-06-30
Filed2026-07-20
XCEM
COLUMBIA ETF TR II
New
Shares38.0K
Event2026-06-30
Filed2026-07-20
COLB
COLUMBIA BKG SYS INC
-4.92%
Shares62.7K
Event2026-06-30
Filed2026-07-20
WY
WEYERHAEUSER CO
1.74%
Shares83.8K
Event2026-06-30
Filed2026-07-20
NEM
NEWMONT CORP
-1.92%
Shares21.5K
Event2026-06-30
Filed2026-07-20
VNLA
JANUS DETROIT STR TR
-11.11%
Shares40.5K
Event2026-06-30
Filed2026-07-20
FIX
COMFORT SYS USA INC
-16.86%
Shares996
Event2026-06-30
Filed2026-07-20
XLP
SELECT SECTOR SPDR TR
-7.85%
Shares23.5K
Event2026-06-30
Filed2026-07-20
UNP
UNION PAC CORP
33.04%
Shares7.2K
Event2026-06-30
Filed2026-07-20
IBHF
ISHARES TR
12.50%
Shares86.1K
Event2026-06-30
Filed2026-07-20
DKS
DICKS SPORTING GOODS INC
4.96%
Shares8.5K
Event2026-06-30
Filed2026-07-20
TGT
TARGET CORP
0.51%
Shares14.7K
Event2026-06-30
Filed2026-07-20
VANECK ETF TRUST
VANECK ETF TRUST
176.26%
Shares25.4K
Event2026-06-30
Filed2026-07-20
FJUN
FIRST TR EXCHNG TRADED FD VI
-0.51%
Shares31.9K
Event2026-06-30
Filed2026-07-20
GILD
GILEAD SCIENCES INC
3.51%
Shares15.1K
Event2026-06-30
Filed2026-07-20
IYW
ISHARES TR
-34.53%
Shares7.5K
Event2026-06-30
Filed2026-07-20
PLPC
PREFORMED LINE PRODS CO
New
Shares4.6K
Event2026-06-30
Filed2026-07-20
JNK
SPDR SERIES TRUST
-12.72%
Shares19.5K
Event2026-06-30
Filed2026-07-20
VWO
VANGUARD INTL EQUITY INDEX F
3.68%
Shares31.5K
Event2026-06-30
Filed2026-07-20
FREEPORT MCMORAN INC
FREEPORT MCMORAN INC
-0.91%
Shares29.6K
Event2026-06-30
Filed2026-07-20
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
-0.09%
Shares30.2K
Event2026-06-30
Filed2026-07-20
EFV
ISHARES TR
-26.21%
Shares24.2K
Event2026-06-30
Filed2026-07-20
FFC
FLAHERTY & CRUMRIN PFD & INM
-3.51%
Shares112.1K
Event2026-06-30
Filed2026-07-20
IEI
ISHARES TR
1.87%
Shares15.4K
Event2026-06-30
Filed2026-07-20
PDP
INVESCO EXCHANGE TRADED FD T
-0.03%
Shares11.9K
Event2026-06-30
Filed2026-07-20
EFG
ISHARES TR
0.05%
Shares14.4K
Event2026-06-30
Filed2026-07-20
BOXX
EA SERIES TRUST
-8.50%
Shares15.3K
Event2026-06-30
Filed2026-07-20
IWO
ISHARES TR
-61.91%
Shares4.5K
Event2026-06-30
Filed2026-07-20
FELC
FIDELITY COVINGTON TRUST
5.33%
Shares42.5K
Event2026-06-30
Filed2026-07-20
XLC
SELECT SECTOR SPDR TR
-11.51%
Shares16.6K
Event2026-06-30
Filed2026-07-20
ANET
ARISTA NETWORKS INC
-1.64%
Shares10.4K
Event2026-06-30
Filed2026-07-20
GM
GENERAL MTRS CO
8.07%
Shares22.8K
Event2026-06-30
Filed2026-07-20
ESGU
ISHARES TR
-1.91%
Shares10.7K
Event2026-06-30
Filed2026-07-20
NXP SEMICONDUCTORS N V
NXP SEMICONDUCTORS N V
10.38%
Shares6.2K
Event2026-06-30
Filed2026-07-20
NLR
VANECK ETF TRUST
-69.71%
Shares15.1K
Event2026-06-30
Filed2026-07-20
MGV
VANGUARD WORLD FD
-13.52%
Shares10.7K
Event2026-06-30
Filed2026-07-20
CDE
COEUR MNG INC
0.61%
Shares106.3K
Event2026-06-30
Filed2026-07-20
C
CITIGROUP INC
0.55%
Shares12.2K
Event2026-06-30
Filed2026-07-20
IGV
ISHARES TR
-32.18%
Shares18.8K
Event2026-06-30
Filed2026-07-20
KEN
KENON HLDGS LTD
4.96%
Shares25.4K
Event2026-06-30
Filed2026-07-20
SCHG
SCHWAB STRATEGIC TR
-11.79%
Shares50.2K
Event2026-06-30
Filed2026-07-20
STIP
ISHARES TR
6.69%
Shares16.6K
Event2026-06-30
Filed2026-07-20
ASTRAZENECA PLC
ASTRAZENECA PLC
10.05%
Shares8.9K
Event2026-06-30
Filed2026-07-20
ISRG
INTUITIVE SURGICAL INC
-8.67%
Shares4.2K
Event2026-06-30
Filed2026-07-20
GSY
INVESCO ACTIVELY MANAGED EXC
26.97%
Shares33.6K
Event2026-06-30
Filed2026-07-20
IHDG
WISDOMTREE TR
-0.01%
Shares31.5K
Event2026-06-30
Filed2026-07-20
COWZ
PACER FDS TR
6.25%
Shares26.4K
Event2026-06-30
Filed2026-07-20
EME
EMCOR GROUP INC
-4.49%
Shares2.0K
Event2026-06-30
Filed2026-07-20
JCPB
J P MORGAN EXCHANGE TRADED F
2.27%
Shares34.8K
Event2026-06-30
Filed2026-07-20
DE
DEERE & CO
-5.18%
Shares2.5K
Event2026-06-30
Filed2026-07-20
CMCSA
COMCAST CORP NEW
13.56%
Shares64.9K
Event2026-06-30
Filed2026-07-20
DYNF
BLACKROCK ETF TRUST
3.40%
Shares23.2K
Event2026-06-30
Filed2026-07-20
GBTC
GRAYSCALE BITCOIN TRUST ETF
-0.59%
Shares34.3K
Event2026-06-30
Filed2026-07-20
JQC
NUVEEN CR STRATEGIES INCOME
-11.81%
Shares321.2K
Event2026-06-30
Filed2026-07-20
VOE
VANGUARD INDEX FDS
3.34%
Shares7.9K
Event2026-06-30
Filed2026-07-20
ABT
ABBOTT LABORATORIES
2.88%
Shares17.1K
Event2026-06-30
Filed2026-07-20
ALPS ETF TR
ALPS ETF TR
0.81%
Shares29.8K
Event2026-06-30
Filed2026-07-20
WASTE MGMT INC DEL
WASTE MGMT INC DEL
4.06%
Shares6.8K
Event2026-06-30
Filed2026-07-20
BX
BLACKSTONE INC
-3.17%
Shares13.0K
Event2026-06-30
Filed2026-07-20
EMB
ISHARES TR
1.98%
Shares15.8K
Event2026-06-30
Filed2026-07-20
SYY
SYSCO CORP
3.49%
Shares18.2K
Event2026-06-30
Filed2026-07-20
FLEX
FLEXTRONICS INTL LTD
-28.65%
Shares9.3K
Event2026-06-30
Filed2026-07-20
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-0.51%
Shares38.1K
Event2026-06-30
Filed2026-07-20
ORA
ORMAT TECHNOLOGIES INC
New
Shares13.8K
Event2026-06-30
Filed2026-07-20
USFD
US FOODS HLDG CORP
7.88%
Shares14.7K
Event2026-06-30
Filed2026-07-20
KBWB
INVESCO EXCH TRADED FD TR II
New
Shares16.1K
Event2026-06-30
Filed2026-07-20
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares2
Event2026-06-30
Filed2026-07-20
TT
TRANE TECHNOLOGIES PLC
7.35%
Shares3.0K
Event2026-06-30
Filed2026-07-20
NKE
NIKE INC
-2.29%
Shares36.1K
Event2026-06-30
Filed2026-07-20
USIG
ISHARES TR
-2.14%
Shares28.8K
Event2026-06-30
Filed2026-07-20
VRTX
VERTEX PHARMACEUTICALS INC
5.59%
Shares2.9K
Event2026-06-30
Filed2026-07-20
ITW
ILLINOIS TOOL WKS INC
-7.41%
Shares5.4K
Event2026-06-30
Filed2026-07-20
GSIE
GOLDMAN SACHS ETF TR
50.76%
Shares31.6K
Event2026-06-30
Filed2026-07-20
STLD
STEEL DYNAMICS INC
2.14%
Shares6.3K
Event2026-06-30
Filed2026-07-20
IBDW
ISHARES TR
9.36%
Shares68.5K
Event2026-06-30
Filed2026-07-20
WDC
WESTERN DIGITAL CORP
108.79%
Shares2.2K
Event2026-06-30
Filed2026-07-20
KMI
KINDER MORGAN INC DEL
1.94%
Shares44.5K
Event2026-06-30
Filed2026-07-20
CAH
CARDINAL HEALTH INC
-58.38%
Shares6.0K
Event2026-06-30
Filed2026-07-20
SPHB
INVESCO EXCH TRADED FD TR II
2.27%
Shares9.0K
Event2026-06-30
Filed2026-07-20
AIRR
FIRST TR EXCHANGE TRADED FD
2.13%
Shares10.5K
Event2026-06-30
Filed2026-07-20
GMAY
FIRST TR EXCHNG TRADED FD VI
New
Shares32.0K
Event2026-06-30
Filed2026-07-20
TXN
TEXAS INSTRS INC
-9.34%
Shares4.6K
Event2026-06-30
Filed2026-07-20
MPC
MARATHON PETE CORP
-25.44%
Shares5.4K
Event2026-06-30
Filed2026-07-20
IWP
ISHARES TR
44.92%
Shares9.4K
Event2026-06-30
Filed2026-07-20
ERC
ALLSPRING MULTI SECTOR INCOM
-6.02%
Shares147.8K
Event2026-06-30
Filed2026-07-20
UAL
UNITED AIRLS HLDGS INC
15.34%
Shares10.0K
Event2026-06-30
Filed2026-07-20
UTG
REAVES UTIL INCOME FD
-16.36%
Shares32.7K
Event2026-06-30
Filed2026-07-20
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
24.63%
Shares29.3K
Event2026-06-30
Filed2026-07-20
PAAS
PAN AMERN SILVER CORP
-1.46%
Shares29.5K
Event2026-06-30
Filed2026-07-20
BK
BANK NEW YORK MELLON CORP
-1.69%
Shares9.1K
Event2026-06-30
Filed2026-07-20
SHOP
SHOPIFY INC
-12.09%
Shares11.4K
Event2026-06-30
Filed2026-07-20
GEL
GENESIS ENERGY L P
-0.04%
Shares91.6K
Event2026-06-30
Filed2026-07-20
SRE
SEMPRA
-5.50%
Shares14.0K
Event2026-06-30
Filed2026-07-20
CRH
CRH PLC
2.27%
Shares12.0K
Event2026-06-30
Filed2026-07-20
FVD
FIRST TR EXCHANGE-TRADED FD
-10.60%
Shares26.5K
Event2026-06-30
Filed2026-07-20
DFAR
DIMENSIONAL ETF TRUST
0.85%
Shares48.5K
Event2026-06-30
Filed2026-07-20
SCHW
SCHWAB CHARLES CORP
3.40%
Shares13.6K
Event2026-06-30
Filed2026-07-20
XBI
SPDR SERIES TRUST
8.82%
Shares7.9K
Event2026-06-30
Filed2026-07-20
CRM
SALESFORCE INC
-10.93%
Shares8.0K
Event2026-06-30
Filed2026-07-20
QUANTA SVCS INC
QUANTA SVCS INC
2.66%
Shares1.7K
Event2026-06-30
Filed2026-07-20
GD
GENERAL DYNAMICS CORP
2.46%
Shares3.5K
Event2026-06-30
Filed2026-07-20
RDVY
FIRST TR EXCHANGE TRADED FD
64.05%
Shares15.3K
Event2026-06-30
Filed2026-07-20
FMB
FIRST TR EXCH TRADED FD III
0.41%
Shares24.0K
Event2026-06-30
Filed2026-07-20
AVDE
AMERICAN CENTY ETF TR
15.81%
Shares13.8K
Event2026-06-30
Filed2026-07-20
NLY
ANNALY CAPITAL MANAGEMENT IN
15.04%
Shares54.8K
Event2026-06-30
Filed2026-07-20
SPTM
SPDR SERIES TRUST
-7.14%
Shares13.5K
Event2026-06-30
Filed2026-07-20
OKLO
OKLO INC
8.06%
Shares23.3K
Event2026-06-30
Filed2026-07-20
GAP
GAP INC
6.94%
Shares65.1K
Event2026-06-30
Filed2026-07-20
VGSH
VANGUARD SCOTTSDALE FDS
139.69%
Shares20.9K
Event2026-06-30
Filed2026-07-20
BKNG
BOOKING HOLDINGS INC
2503.52%
Shares6.7K
Event2026-06-30
Filed2026-07-20
COR
CENCORA INC
-15.26%
Shares4.2K
Event2026-06-30
Filed2026-07-20
NOC
NORTHROP GRUMMAN CORP
-2.69%
Shares2.3K
Event2026-06-30
Filed2026-07-20
ONEQ
FIDELITY COMWLTH TR
-0.87%
Shares11.4K
Event2026-06-30
Filed2026-07-20
FANG
DIAMONDBACK ENERGY INC
-3.44%
Shares6.7K
Event2026-06-30
Filed2026-07-20
TAP
MOLSON COORS BEVERAGE CO
8.77%
Shares29.9K
Event2026-06-30
Filed2026-07-20
NOBL
PROSHARES TR
101.60%
Shares20.8K
Event2026-06-30
Filed2026-07-20
SPMO
INVESCO EXCH TRADED FD TR II
13.62%
Shares7.2K
Event2026-06-30
Filed2026-07-20
VBK
VANGUARD INDEX FDS
-19.76%
Shares3.2K
Event2026-06-30
Filed2026-07-20
GMF
SPDR INDEX SHS FDS
0.00%
Shares7.3K
Event2026-06-30
Filed2026-07-20
DAPR
FIRST TR EXCHNG TRADED FD VI
3.98%
Shares28.0K
Event2026-06-30
Filed2026-07-20
PNFP
PINNACLE FINL PARTNERS INC
4.62%
Shares11.3K
Event2026-06-30
Filed2026-07-20
PCAR
PACCAR INC
3.26%
Shares9.4K
Event2026-06-30
Filed2026-07-20
VYMI
VANGUARD WHITEHALL FDS
103.75%
Shares11.5K
Event2026-06-30
Filed2026-07-20
STRL
STERLING INFRASTRUCTURE INC
-20.97%
Shares1.3K
Event2026-06-30
Filed2026-07-20
RIO
RIO TINTO PLC
-1.37%
Shares11.8K
Event2026-06-30
Filed2026-07-20
IBIT
ISHARES BITCOIN TRUST ETF
57.36%
Shares33.6K
Event2026-06-30
Filed2026-07-20
DHI
D R HORTON INC
-0.97%
Shares6.9K
Event2026-06-30
Filed2026-07-20
PNC
PNC FINL SVCS GROUP INC
9.67%
Shares4.5K
Event2026-06-30
Filed2026-07-20
SHEL
SHELL PLC
-7.43%
Shares14.4K
Event2026-06-30
Filed2026-07-20
VRT
VERTIV HOLDINGS CO
4.03%
Shares3.3K
Event2026-06-30
Filed2026-07-20
IHF
ISHARES TR
-0.07%
Shares20.1K
Event2026-06-30
Filed2026-07-20
DAUG
FIRST TR EXCHNG TRADED FD VI
1.00%
Shares23.7K
Event2026-06-30
Filed2026-07-20
LHX
L3HARRIS TECHNOLOGIES INC
-4.56%
Shares3.8K
Event2026-06-30
Filed2026-07-20
CRWV
COREWEAVE INC
14.49%
Shares11.0K
Event2026-06-30
Filed2026-07-20
CSX
CSX CORP
-2.42%
Shares23.0K
Event2026-06-30
Filed2026-07-20
CAG
CONAGRA BRANDS INC
62.72%
Shares81.1K
Event2026-06-30
Filed2026-07-20
IDV
ISHARES TR
1.21%
Shares26.4K
Event2026-06-30
Filed2026-07-20
WMB
WILLIAMS COS INC
-5.33%
Shares14.7K
Event2026-06-30
Filed2026-07-20
VV
VANGUARD INDEX FDS
45.62%
Shares3.1K
Event2026-06-30
Filed2026-07-20
OMFL
INVESCO EXCH TRD SLF IDX FD
-4.08%
Shares15.7K
Event2026-06-30
Filed2026-07-20
TMUS
T-MOBILE US INC
37.34%
Shares6.4K
Event2026-06-30
Filed2026-07-20
MKL
MARKEL GROUP INC
-60.28%
Shares543
Event2026-06-30
Filed2026-07-20
ACWX
ISHARES TR
100.75%
Shares13.9K
Event2026-06-30
Filed2026-07-20
VNQ
VANGUARD INDEX FDS
2.22%
Shares10.9K
Event2026-06-30
Filed2026-07-20
HUBB
HUBBELL INC
-0.84%
Shares2.0K
Event2026-06-30
Filed2026-07-20
CGIC
CAPITAL GROUP INTERNATIONAL
13.75%
Shares28.7K
Event2026-06-30
Filed2026-07-20
CMG
CHIPOTLE MEXICAN GRILL INC
5.98%
Shares30.4K
Event2026-06-30
Filed2026-07-20
NVS
NOVARTIS AG
-10.70%
Shares6.6K
Event2026-06-30
Filed2026-07-20
ELV
ELEVANCE HEALTH INC FORMERLY
4.43%
Shares2.6K
Event2026-06-30
Filed2026-07-20
DGX
QUEST DIAGNOSTICS INC
13.48%
Shares4.8K
Event2026-06-30
Filed2026-07-20
NBIX
NEUROCRINE BIOSCIENCES INC
16.83%
Shares6.1K
Event2026-06-30
Filed2026-07-20
CGDV
CAPITAL GROUP DIVIDEND VALUE
6.90%
Shares20.6K
Event2026-06-30
Filed2026-07-20
IUSB
ISHARES TR
15.89%
Shares21.8K
Event2026-06-30
Filed2026-07-20
QTUM
ETF SER SOLUTIONS
2.37%
Shares6.1K
Event2026-06-30
Filed2026-07-20
MSI
MOTOROLA SOLUTIONS INC
-3.33%
Shares2.4K
Event2026-06-30
Filed2026-07-20
WSM
WILLIAMS SONOMA INC
-1.33%
Shares4.3K
Event2026-06-30
Filed2026-07-20
PHYS
SPROTT ASSET MANAGEMENT LP
4.77%
Shares33.0K
Event2026-06-30
Filed2026-07-20
LMBS
FIRST TR EXCHANGE-TRADED FD
-2.08%
Shares19.9K
Event2026-06-30
Filed2026-07-20
XLRE
SELECT SECTOR SPDR TR
-10.03%
Shares22.5K
Event2026-06-30
Filed2026-07-20
LIN
LINDE PLC
1.66%
Shares1.9K
Event2026-06-30
Filed2026-07-20
MCK
MCKESSON CORP
-53.41%
Shares1.3K
Event2026-06-30
Filed2026-07-20
AVEM
AMERICAN CENTY ETF TR
0.62%
Shares10.2K
Event2026-06-30
Filed2026-07-20
USB
US BANCORP
-4.90%
Shares16.1K
Event2026-06-30
Filed2026-07-20
ARGT
GLOBAL X FDS
-1.74%
Shares10.7K
Event2026-06-30
Filed2026-07-20
GCOW
PACER FDS TR
9.10%
Shares22.4K
Event2026-06-30
Filed2026-07-20
CHRW
C H ROBINSON WORLDWIDE IN
5.48%
Shares5.2K
Event2026-06-30
Filed2026-07-20
YUM
YUM BRANDS INC
-1.30%
Shares6.1K
Event2026-06-30
Filed2026-07-20
DHR
DANAHER CORP DEL
-2.42%
Shares5.0K
Event2026-06-30
Filed2026-07-20
PTL
NORTHERN LTS FD TR IV
-20.07%
Shares3.3K
Event2026-06-30
Filed2026-07-20
BAX
BAXTER INTL INC
9.35%
Shares44.4K
Event2026-06-30
Filed2026-07-20
RFG
INVESCO EXCHANGE TRADED FD T
0.00%
Shares14.7K
Event2026-06-30
Filed2026-07-20
MUB
ISHARES TR
4.26%
Shares8.6K
Event2026-06-30
Filed2026-07-20
JJSF
J & J SNACK FOODS CORP
-0.01%
Shares12.6K
Event2026-06-30
Filed2026-07-20
TIP
ISHARES TR
-1.70%
Shares8.4K
Event2026-06-30
Filed2026-07-20
APPLOVIN CORP
APPLOVIN CORP
0.51%
Shares1.8K
Event2026-06-30
Filed2026-07-20
HNDL
STRATEGY SHS
0.05%
Shares40.2K
Event2026-06-30
Filed2026-07-20
ORLY
OREILLY AUTOMOTIVE INC
-2.24%
Shares9.9K
Event2026-06-30
Filed2026-07-20
VXUS
VANGUARD STAR FDS
81.59%
Shares10.6K
Event2026-06-30
Filed2026-07-20
MELI
MERCADOLIBRE INC
35.70%
Shares536
Event2026-06-30
Filed2026-07-20
XLB
SELECT SECTOR SPDR TR
-33.28%
Shares17.7K
Event2026-06-30
Filed2026-07-20
IONQ INC
IONQ INC
7.41%
Shares16.9K
Event2026-06-30
Filed2026-07-20
AIQ
GLOBAL X FDS
-1.01%
Shares13.7K
Event2026-06-30
Filed2026-07-20
GWW
WW GRAINGER INC
-6.06%
Shares651
Event2026-06-30
Filed2026-07-20
EXC
EXELON CORP
-6.68%
Shares18.9K
Event2026-06-30
Filed2026-07-20
IQV
IQVIA HLDGS INC
-7.37%
Shares4.5K
Event2026-06-30
Filed2026-07-20
BWXT
BWX TECHNOLOGIES INC
13.58%
Shares4.5K
Event2026-06-30
Filed2026-07-20
ADP
AUTOMATIC DATA PROCESSING IN
-20.83%
Shares3.9K
Event2026-06-30
Filed2026-07-20
RWJ
INVESCO EXCH TRADED FD TR II
7.33%
Shares14.6K
Event2026-06-30
Filed2026-07-20
PFXF
VANECK ETF TRUST
-0.56%
Shares48.7K
Event2026-06-30
Filed2026-07-20
FMHI
FIRST TR EXCH TRADED FD III
0.50%
Shares17.9K
Event2026-06-30
Filed2026-07-20
TPSC
TIMOTHY PLAN
4.98%
Shares18.0K
Event2026-06-30
Filed2026-07-20
BORR
BORR DRILLING LTD
-2.44%
Shares207.9K
Event2026-06-30
Filed2026-07-20

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available