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The Analysis of SILVERLAKE WEALTH MANAGEMENT LLC's Holdings & P&L

Currently, SILVERLAKE WEALTH MANAGEMENT LLC holds 391 types of securities in its portfolio with a total value $523.0M. In the most recent quarter, they have increased their positions in MGK (+45.7K shares, valued at $4.0M), VUG (+23.1K shares, valued at $2.0M), CCL (+66.9K shares, valued at $1.9M); decreased their positions in AAAU (-24.8K shares, valued at $980.5K), RSP (-3.1K shares, valued at $658.9K), VZ (-15.6K shares, valued at $658.4K); initiated new positions in CCL (+66.9K shares, valued at $1.9M), N/A (+50.9K shares, valued at $1.3M), SPHQ (+12.0K shares, valued at $1.1M).

1M P&L

-11.3M-2.36%

3M P&L

+1.7M+0.37%

HY P&L

+1.7M+0.37%

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/A323.7M

66.6%

2Software - Infrastructure18.4M

3.8%

3Consumer Electronics17.2M

3.5%

Top Industries by Stock Count

1N/A225 stocks

63.6%

2Semiconductors9 stocks

2.5%

3Banks - Diversified9 stocks

2.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP47.9K shares-0.90%2026-06-302026-08-06

AAPL APPLE INC59.5K shares-0.46%2026-06-302026-08-06

VOO VANGUARD INDEX FDS23.6K shares-2.48%2026-06-302026-08-06

VEA VANGUARD TAX-MANAGED FDS147.0K shares-1.59%2026-06-302026-08-06

SGOV ISHARES TR102.2K shares5.24%2026-06-302026-08-06

VYM VANGUARD WHITEHALL FDS64.2K shares0.61%2026-06-302026-08-06

JPST J P MORGAN EXCHANGE TRADED F157.2K shares10.74%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS24.6K shares-0.71%2026-06-302026-08-06

Sponsored

JNJ JOHNSON & JOHNSON25.9K shares0.13%2026-06-302026-08-06

SCHG SCHWAB STRATEGIC TR187.7K shares-1.56%2026-06-302026-08-06

IJR ISHARES TR40.8K shares-2.26%2026-06-302026-08-06

CAT CATERPILLAR INC5.4K shares-0.98%2026-06-302026-08-06

FBND FIDELITY MERRIMACK STR TR125.1K shares8.63%2026-06-302026-08-06

PG PROCTER & GAMBLE CO37.7K shares-1.41%2026-06-302026-08-06

BDYN BLACKROCK ETF TRUST184.7K shares-2.48%2026-06-302026-08-06

MGK VANGUARD WORLD FD56.9K shares411.72%2026-06-302026-08-06

Sponsored

SPTS SPDR SERIES TRUST154.1K shares14.71%2026-06-302026-08-06

VZ VERIZON COMMUNICATIONS INC105.0K shares-12.90%2026-06-302026-08-06

JEPI J P MORGAN EXCHANGE TRADED F78.7K shares4.03%2026-06-302026-08-06

QQQ INVESCO QQQ TR5.9K shares-8.33%2026-06-302026-08-06

MGV VANGUARD WORLD FD25.5K shares4.37%2026-06-302026-08-06

FELG FIDELITY COVINGTON TRUST95.0K shares-0.32%2026-06-302026-08-06

VIOV VANGUARD ADMIRAL FDS INC34.9K shares-0.81%2026-06-302026-08-06

CGDV CAPITAL GROUP DIVIDEND VALUE82.7K shares7.17%2026-06-302026-08-06

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BBUS J P MORGAN EXCHANGE TRADED F29.8K shares50.90%2026-06-302026-08-06

QQQM INVESCO EXCH TRADED FD TR II12.8K shares-3.39%2026-06-302026-08-06

SPTL SPDR SERIES TRUST140.5K shares14.43%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP26.1K shares-1.78%2026-06-302026-08-06

FELC FIDELITY COVINGTON TRUST84.1K shares4.38%2026-06-302026-08-06

AVUS AMERICAN CENTY ETF TR27.4K shares0.65%2026-06-302026-08-06

CGGO CAPITAL GROUP GBL GROWTH EQT81.0K shares0.51%2026-06-302026-08-06

VTV VANGUARD INDEX FDS15.3K shares-5.09%2026-06-302026-08-06

Sponsored

BND VANGUARD BD INDEX FDS45.1K shares8.22%2026-06-302026-08-06

VWO VANGUARD INTL EQUITY INDEX F55.4K shares-3.09%2026-06-302026-08-06

BSCR INVESCO EXCH TRD SLF IDX FD167.5K shares8.15%2026-06-302026-08-06

SCHD SCHWAB STRATEGIC TR102.7K shares7.97%2026-06-302026-08-06

BDVL BLACKROCK ETF TRUST123.1K shares-0.58%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS8.5K shares-1.98%2026-06-302026-08-06

BSCS INVESCO EXCH TRD SLF IDX FD150.1K shares9.35%2026-06-302026-08-06

JBND J P MORGAN EXCHANGE TRADED F53.4K shares16.11%2026-06-302026-08-06

Sponsored

VIOO VANGUARD ADMIRAL FDS INC20.5K shares-3.30%2026-06-302026-08-06

SMH VANECK ETF TRUST4.2K shares0.88%2026-06-302026-08-06

MRK MERCK & CO INC21.6K shares3.49%2026-06-302026-08-06

HD HOME DEPOT INC7.9K shares1.93%2026-06-302026-08-06

VB VANGUARD INDEX FDS9.1K shares-1.04%2026-06-302026-08-06

BSCQ INVESCO EXCH TRD SLF IDX FD141.1K shares-2.20%2026-06-302026-08-06

SPTI SPDR SERIES TRUST96.1K shares2.93%2026-06-302026-08-06

BSCT INVESCO EXCH TRD SLF IDX FD145.7K shares11.98%2026-06-302026-08-06

Sponsored

ISHARES TR ISHARES TR3.6K shares34.92%2026-06-302026-08-06

SPDR SERIES TRUST SPDR SERIES TRUST29.4K shares10.45%2026-06-302026-08-06

NVDA NVIDIA CORPORATION12.8K shares12.93%2026-06-302026-08-06

GDV GABELLI DIVID & INCOME TR87.0K shares1.10%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC2.2K shares2.62%2026-06-302026-08-06

ABBVIE INC ABBVIE INC10.0K shares5.09%2026-06-302026-08-06

DON WISDOMTREE TR43.4K shares0.81%2026-06-302026-08-06

CMTV COMMUNITY BANCORP INC VT62.4K shares-0.52%2026-06-302026-08-06

Sponsored

VUG VANGUARD INDEX FDS28.1K shares457.08%2026-06-302026-08-06

AMZN AMAZON COM INC10.1K shares4.98%2026-06-302026-08-06

GQQQ EA SERIES TRUST64.8K shares-14.11%2026-06-302026-08-06

KO COCA COLA CO28.6K shares0.63%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.5K shares-0.20%2026-06-302026-08-06

AGGA EA SERIES TRUST91.1K shares7.59%2026-06-302026-08-06

TSLA TESLA INC5.4K shares-1.74%2026-06-302026-08-06

KMI KINDER MORGAN INC DEL70.2K shares0.21%2026-06-302026-08-06

Sponsored

CVX CHEVRON CORPORATION13.4K shares0.83%2026-06-302026-08-06

GLD SPDR GOLD TR6.0K shares-9.75%2026-06-302026-08-06

OKE ONEOK INC NEW25.3K shares1.53%2026-06-302026-08-06

WMT WALMART INC19.4K shares0.77%2026-06-302026-08-06

MO ALTRIA GROUP INC30.4K shares3.68%2026-06-302026-08-06

IFRA ISHARES TR34.6K shares-6.74%2026-06-302026-08-06

LLY ELI LILLY & CO1.8K shares-3.65%2026-06-302026-08-06

VYMI VANGUARD WHITEHALL FDS21.9K shares1.19%2026-06-302026-08-06

Sponsored

VNQ VANGUARD INDEX FDS21.9K shares0.14%2026-06-302026-08-06

T AT&T INC99.8K shares-0.91%2026-06-302026-08-06

MTUM ISHARES TR6.0K shares51.92%2026-06-302026-08-06

LVHI LEGG MASON ETF INVT50.8K shares-2.57%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS8.6K shares-6.01%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL4.0K shares-0.53%2026-06-302026-08-06

ET ENERGY TRANSFER L P103.3K shares-6.24%2026-06-302026-08-06

SPDW SPDR INDEX SHS FDS38.9K shares-15.69%2026-06-302026-08-06

Sponsored

GE GE AEROSPACE5.2K shares0.15%2026-06-302026-08-06

PFE PFIZER INC80.7K shares-4.38%2026-06-302026-08-06

KMB KIMBERLY-CLARK CORP17.4K shares-1.23%2026-06-302026-08-06

CCL CARNIVAL CORP LTD66.9K sharesnew addition2026-06-302026-08-06

VSS VANGUARD INTL EQUITY INDEX F12.4K shares-1.58%2026-06-302026-08-06

GLW CORNING INC7.3K shares18.31%2026-06-302026-08-06

GOOGL ALPHABET INC5.2K shares1.67%2026-06-302026-08-06

VTEB VANGUARD MUN BD FDS36.9K shares0.81%2026-06-302026-08-06

Sponsored

FDVV FIDELITY COVINGTON TRUST30.9K shares-0.65%2026-06-302026-08-06

CGCP CAPITAL GRP FIXED INCM ETF T83.2K shares8.08%2026-06-302026-08-06

GOOG ALPHABET INC5.1K shares0.04%2026-06-302026-08-06

SPLV INVESCO EXCH TRADED FD TR II23.8K shares-5.31%2026-06-302026-08-06

BAC BANK OF AMER CORP31.1K shares1.43%2026-06-302026-08-06

XLI SELECT SECTOR SPDR TR9.2K shares-7.83%2026-06-302026-08-06

VHT VANGUARD WORLD FD5.6K shares-9.05%2026-06-302026-08-06

CLOA BLACKROCK ETF TRUST II31.6K shares542.42%2026-06-302026-08-06

Sponsored

NVG NUVEEN AMT FREE MUN CR INC F128.1K shares4.63%2026-06-302026-08-06

IAU ISHARES GOLD TR21.1K shares-22.21%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.8K shares2.90%2026-06-302026-08-06

PHO INVESCO EXCHANGE TRADED FD T22.8K shares-10.36%2026-06-302026-08-06

BSCU INVESCO EXCH TRD SLF IDX FD94.6K shares11.39%2026-06-302026-08-06

AMGN AMGEN INC4.3K shares-3.24%2026-06-302026-08-06

QUAL ISHARES TR7.1K shares-3.25%2026-06-302026-08-06

VBR VANGUARD INDEX FDS6.3K shares10.16%2026-06-302026-08-06

Sponsored

CGGR CAPITAL GROUP GROWTH ETF31.3K shares13.74%2026-06-302026-08-06

DMBS DOUBLELINE ETF TRUST29.6K shares27.37%2026-06-302026-08-06

PPI INVESTMENT MANAGERS SER TR I67.3K shares-8.11%2026-06-302026-08-06

IEMG ISHARES INC17.1K shares-27.78%2026-06-302026-08-06

MDYV SPDR SERIES TRUST14.9K shares9.03%2026-06-302026-08-06

VOT VANGUARD INDEX FDS4.6K shares1.61%2026-06-302026-08-06

TD TORONTO DOMINION BK ONT11.4K shares0.04%2026-06-302026-08-06

DIVI FRANKLIN TEMPLETON ETF TR31.9K shares8.82%2026-06-302026-08-06

Sponsored

NEA NUVEEN AMT FREE QLTY MUN INC114.4K shares5.85%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR7.0K shares-28.16%2026-06-302026-08-06

VV VANGUARD INDEX FDS3.8K shares-6.18%2026-06-302026-08-06

S&P GLOBAL INC S&P GLOBAL INC3.2K shares0.00%2026-06-302026-08-06

BLACKROCK ETF TRUST BLACKROCK ETF TRUST50.9K sharesnew addition2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC2.3K shares-0.74%2026-06-302026-08-06

VT VANGUARD INTL EQUITY INDEX F8.0K shares-8.96%2026-06-302026-08-06

BNDX VANGUARD CHARLOTTE FDS25.2K shares6.66%2026-06-302026-08-06

Sponsored

GEV GE VERNOVA INC1.0K shares1.77%2026-06-302026-08-06

XLF SELECT SECTOR SPDR TR22.6K shares-18.65%2026-06-302026-08-06

DGRW WISDOMTREE TR12.6K shares0.02%2026-06-302026-08-06

LQD ISHARES TR10.8K shares-2.26%2026-06-302026-08-06

RSP INVESCO EXCHANGE TRADED FD T5.5K shares-36.07%2026-06-302026-08-06

IMCG ISHARES TR11.9K shares9.86%2026-06-302026-08-06

NEM NEWMONT CORP12.3K shares0.06%2026-06-302026-08-06

SPSM SPDR SERIES TRUST19.6K shares21.01%2026-06-302026-08-06

Sponsored

NZF NUVEEN MUN CR INCOME FD88.9K shares6.46%2026-06-302026-08-06

COWZ PACER FDS TR18.1K shares-6.30%2026-06-302026-08-06

DYNF BLACKROCK ETF TRUST16.6K shares63.30%2026-06-302026-08-06

VPU VANGUARD WORLD FD5.6K shares-3.02%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.5K shares5.27%2026-06-302026-08-06

TLT ISHARES TR12.5K shares-32.84%2026-06-302026-08-06

SPHQ INVESCO EXCHANGE TRADED FD T12.0K sharesnew addition2026-06-302026-08-06

ISHARES TR ISHARES TR11.0K shares-18.75%2026-06-302026-08-06

Sponsored

ITA ISHARES TR4.4K shares-0.73%2026-06-302026-08-06

ROE EA SERIES TRUST24.6K shares-21.40%2026-06-302026-08-06

BHB BAR HBR BANKSHARES27.6K shares-9.80%2026-06-302026-08-06

SOUTHERN CO SOUTHERN CO10.8K shares0.06%2026-06-302026-08-06

VGSH VANGUARD SCOTTSDALE FDS17.5K shares6.84%2026-06-302026-08-06

SHV ISHARES TR9.2K shares1.20%2026-06-302026-08-06

NUVEEN QUALITY MUNCP INCOME NUVEEN QUALITY MUNCP INCOME83.4K shares4.78%2026-06-302026-08-06

VCIT VANGUARD SCOTTSDALE FDS12.2K shares4.49%2026-06-302026-08-06

Sponsored

CISCO SYS INC CISCO SYS INC8.6K shares-3.46%2026-06-302026-08-06

B BARRICK MNG CORP27.3K shares-17.39%2026-06-302026-08-06

DE DEERE & CO1.6K shares-0.45%2026-06-302026-08-06

BILZ PIMCO ETF TR9.8K shares-13.28%2026-06-302026-08-06

BK BANK OF NY MELLON CORP6.7K shares-9.02%2026-06-302026-08-06

INMU BLACKROCK ETF TRUST II39.6K shares-0.42%2026-06-302026-08-06

VGT VANGUARD WORLD FD8.0K shares708.68%2026-06-302026-08-06

BLACKROCK ETF TRUST BLACKROCK ETF TRUST34.0K sharesnew addition2026-06-302026-08-06

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN18.6K shares-3.10%2026-06-302026-08-06

MCD MCDONALDS CORP3.5K shares5.30%2026-06-302026-08-06

BINC BLACKROCK ETF TRUST II17.7K shares-6.06%2026-06-302026-08-06

ENB ENBRIDGE INC16.8K shares-2.56%2026-06-302026-08-06

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR20.1K shares-2.23%2026-06-302026-08-06

TT TRANE TECHNOLOGIES PLC1.8K shares0.00%2026-06-302026-08-06

BA BOEING CO4.0K shares-0.42%2026-06-302026-08-06

CVS CVS HEALTH CORP8.2K shares-1.26%2026-06-302026-08-06

Sponsored

AXON AXON ENTERPRISE INC1.5K shares0.00%2026-06-302026-08-06

IEUR ISHARES TR11.2K shares-35.86%2026-06-302026-08-06

PYLD PIMCO ETF TR31.1K shares2.96%2026-06-302026-08-06

INTC INTEL CORP5.9K shares-17.62%2026-06-302026-08-06

IVW ISHARES TR5.9K shares2.85%2026-06-302026-08-06

AAAU GOLDMAN SACHS PHYSICAL GOLD20.6K shares-54.66%2026-06-302026-08-06

ACWX ISHARES TR10.7K shares23.76%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC1.4K shares6.47%2026-06-302026-08-06

Sponsored

MBB ISHARES TR8.5K shares23.47%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC1.7K shares-3.40%2026-06-302026-08-06

PSA PUBLIC STORAGE2.5K shares3.64%2026-06-302026-08-06

XLE SELECT SECTOR SPDR TR14.8K shares45.28%2026-06-302026-08-06

EFV ISHARES TR10.2K shares-8.22%2026-06-302026-08-06

DAL DELTA AIR LINES INC8.3K shares-5.04%2026-06-302026-08-06

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F12.6K shares1.33%2026-06-302026-08-06

DUK DUKE ENERGY CORP NEW6.0K shares4.91%2026-06-302026-08-06

Sponsored

C CITIGROUP INC5.4K shares0.21%2026-06-302026-08-06

VBK VANGUARD INDEX FDS2.0K shares-1.21%2026-06-302026-08-06

F FORD MTR CO53.7K shares-1.64%2026-06-302026-08-06

SUSA ISHARES TR4.8K shares-11.10%2026-06-302026-08-06

IUSG ISHARES TR3.9K shares138.31%2026-06-302026-08-06

IBMR ISHARES TR28.9K shares15.43%2026-06-302026-08-06

ALLW SSGA ACTIVE TR24.8K shares54.74%2026-06-302026-08-06

VOE VANGUARD INDEX FDS3.6K shares2.71%2026-06-302026-08-06

Sponsored

BAI BLACKROCK ETF TRUST13.6K shares75.80%2026-06-302026-08-06

IBMQ ISHARES TR27.7K shares16.17%2026-06-302026-08-06

VOOV VANGUARD ADMIRAL FDS INC3.2K shares12.31%2026-06-302026-08-06

CORO BLACKROCK ETF TRUST19.2K shares87.80%2026-06-302026-08-06

IBMS ISHARES TR27.1K shares40.19%2026-06-302026-08-06

CGUS CAPITAL GROUP CORE EQUITY ET15.7K shares0.24%2026-06-302026-08-06

HIMU BLACKROCK ETF TRUST II14.0K shares48.84%2026-06-302026-08-06

PM PHILIP MORRIS INTL INC3.9K shares6.36%2026-06-302026-08-06

Sponsored

BILS SPDR SERIES TRUST7.0K shares13.52%2026-06-302026-08-06

VISA INC VISA INC2.0K shares2.72%2026-06-302026-08-06

BMO BANK MONTREAL MEDIUM3.9K shares-3.61%2026-06-302026-08-06

HDV ISHARES TR24.1K shares379.84%2026-06-302026-08-06

IBMP ISHARES TR25.0K shares18.48%2026-06-302026-08-06

IBMO ISHARES TR24.7K shares18.49%2026-06-302026-08-06

GOVT ISHARES TR27.2K shares12.65%2026-06-302026-08-06

BNS BANK NOVA SCOTIA B C7.1K shares-9.23%2026-06-302026-08-06

Sponsored

EMR EMERSON ELEC CO4.3K shares0.00%2026-06-302026-08-06

ESGV VANGUARD WORLD FD4.7K shares0.04%2026-06-302026-08-06

DGRO ISHARES TR8.1K shares6.59%2026-06-302026-08-06

EVT EATON VANCE TAX ADVT DIV INC21.8K shares0.00%2026-06-302026-08-06

DFSV DIMENSIONAL ETF TRUST15.4K shares15.42%2026-06-302026-08-06

TJX TJX COS INC NEW3.9K shares0.08%2026-06-302026-08-06

SCHA SCHWAB STRATEGIC TR16.2K shares1.98%2026-06-302026-08-06

SPYG SPDR SERIES TRUST4.9K shares18.96%2026-06-302026-08-06

Sponsored

RTX CORPORATION RTX CORPORATION3.1K shares4.86%2026-06-302026-08-06

IEF ISHARES TR6.1K shares40.12%2026-06-302026-08-06

DLR DIGITAL RLTY TR INC3.2K sharesnew addition2026-06-302026-08-06

VIOG VANGUARD ADMIRAL FDS INC3.6K shares3.81%2026-06-302026-08-06

AXP AMERICAN EXPRESS CO1.6K shares2.57%2026-06-302026-08-06

PTLC PACER FDS TR9.5K shares0.12%2026-06-302026-08-06

RSPA INVESCO ACTIVELY MANAGED EXC10.3K shares-6.70%2026-06-302026-08-06

DIS DISNEY WALT CO5.7K shares-4.18%2026-06-302026-08-06

Sponsored

TPYP TORTOISE CAPITAL SERIES TRUS12.6K shares-5.26%2026-06-302026-08-06

ILCV ISHARES TR5.1K shares128.83%2026-06-302026-08-06

SPYV SPDR SERIES TRUST8.5K shares-10.12%2026-06-302026-08-06

LOW LOWES COS INC2.3K shares0.13%2026-06-302026-08-06

PEP PEPSICO INC3.7K shares13.24%2026-06-302026-08-06

SCHR SCHWAB STRATEGIC TR20.4K sharesnew addition2026-06-302026-08-06

WFC WELLS FARGO & CO5.9K shares0.07%2026-06-302026-08-06

ITOT ISHARES TR2.9K shares-1.02%2026-06-302026-08-06

Sponsored

UPS UNITED PARCEL SVCS INC4.5K shares-3.13%2026-06-302026-08-06

TFPM TRIPLE FLAG PRECIOUS METAL16.0K shares-13.64%2026-06-302026-08-06

AIG AMERICAN INTL GROUP INC6.3K shares0.61%2026-06-302026-08-06

EPD ENTERPRISE PRODS PARTNERS L12.6K shares0.06%2026-06-302026-08-06

3M CO 3M CO2.8K shares-0.60%2026-06-302026-08-06

QCOM QUALCOMM INC2.5K shares-0.04%2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC5.1K shares6.35%2026-06-302026-08-06

SURE ADVISORSHARES TR3.0K shares-13.81%2026-06-302026-08-06

Sponsored

XLSR SSGA ACTIVE TR6.6K shares0.02%2026-06-302026-08-06

COF CAPITAL ONE FINL CORP2.1K shares0.19%2026-06-302026-08-06

VLO VALERO ENERGY CORP1.6K shares0.06%2026-06-302026-08-06

CM CANADIAN IMPERIAL BANK OF CO3.6K shares0.11%2026-06-302026-08-06

WPM WHEATON PRECIOUS METALS CORP3.7K shares-38.85%2026-06-302026-08-06

TIP ISHARES TR3.8K shares1.24%2026-06-302026-08-06

BROADCOM INC BROADCOM INC1.1K shares4.22%2026-06-302026-08-06

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.5K shares-6.76%2026-06-302026-08-06

Sponsored

COP CONOCOPHILLIPS3.9K shares6.29%2026-06-302026-08-06

IBDU ISHARES TR17.4K sharesnew addition2026-06-302026-08-06

USMV ISHARES TR4.2K shares-10.76%2026-06-302026-08-06

VO VANGUARD INDEX FDS5.0K shares300.08%2026-06-302026-08-06

TFC TRUIST FINL CORP8.1K shares11.15%2026-06-302026-08-06

VLUE ISHARES TR2.0K shares-30.57%2026-06-302026-08-06

POWR ISHARES INC14.3K shares26.01%2026-06-302026-08-06

IXUS ISHARES TR4.2K shares7.26%2026-06-302026-08-06

Sponsored

NMAI NUVEEN MULTI ASSET INCOME FU27.5K shares0.00%2026-06-302026-08-06

ADI ANALOG DEVICES INC977 shares-1.71%2026-06-302026-08-06

IJH ISHARES TR5.0K shares57.79%2026-06-302026-08-06

ORACLE CORP ORACLE CORP2.6K shares-5.08%2026-06-302026-08-06

VGK VANGUARD INTL EQUITY INDEX F4.3K shares-14.91%2026-06-302026-08-06

SCHO SCHWAB STRATEGIC TR15.6K sharesnew addition2026-06-302026-08-06

MPC MARATHON PETE CORP1.5K shares-0.68%2026-06-302026-08-06

SHEL SHELL PLC4.8K shares0.02%2026-06-302026-08-06

Sponsored

BMY BRISTOL-MYERS SQUIBB CO6.4K shares0.02%2026-06-302026-08-06

IWX ISHARES TR3.5K shares-2.06%2026-06-302026-08-06

KBWB INVESCO EXCH TRADED FD TR II3.9K shares-19.29%2026-06-302026-08-06

FLRN SPDR SERIES TRUST11.8K shares-5.54%2026-06-302026-08-06

VUSB VANGUARD BD INDEX FDS7.3K shares29.76%2026-06-302026-08-06

SPYI NEOS ETF TRUST6.8K shares33.43%2026-06-302026-08-06

HSY HERSHEY CO2.0K shares0.15%2026-06-302026-08-06

O REALTY INCOME CORP5.7K shares0.46%2026-06-302026-08-06

Sponsored

XLV SELECT SECTOR SPDR TR2.2K shares-46.65%2026-06-302026-08-06

WORLD GOLD TR WORLD GOLD TR4.4K shares-12.76%2026-06-302026-08-06

WASTE MGMT INC DEL WASTE MGMT INC DEL1.6K shares-10.58%2026-06-302026-08-06

AVEM AMERICAN CENTY ETF TR3.6K shares15.78%2026-06-302026-08-06

TLH ISHARES TR3.4K shares-28.88%2026-06-302026-08-06

MINT PIMCO ETF TR3.4K shares0.59%2026-06-302026-08-06

MUB ISHARES TR3.2K shares-41.48%2026-06-302026-08-06

IDEV ISHARES TR3.9K shares-11.21%2026-06-302026-08-06

Sponsored

MFC MANULIFE FINL CORP8.4K shares17.08%2026-06-302026-08-06

BSCV INVESCO EXCH TRD SLF IDX FD20.6K shares0.00%2026-06-302026-08-06

IWV ISHARES TR783 shares0.00%2026-06-302026-08-06

VXUS VANGUARD STAR FDS3.9K shares36.90%2026-06-302026-08-06

IJS ISHARES TR2.4K shares0.25%2026-06-302026-08-06

DVY ISHARES TR2.1K shares-2.14%2026-06-302026-08-06

PRU PRUDENTIAL FINL INC3.0K shares-1.46%2026-06-302026-08-06

MS MORGAN STANLEY1.6K shares-14.79%2026-06-302026-08-06

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F6.9K shares-0.07%2026-06-302026-08-06

BSMT INVESCO EXCH TRD SLF IDX FD14.0K shares-31.80%2026-06-302026-08-06

ETG EATON VANCE TX ADV GLBL DIV13.7K shares0.00%2026-06-302026-08-06

BLK BLACKROCK INC336 shares4.35%2026-06-302026-08-06

BLCR BLACKROCK ETF TRUST6.4K sharesnew addition2026-06-302026-08-06

SCHZ SCHWAB STRATEGIC TR13.9K sharesnew addition2026-06-302026-08-06

MTB M & T BK CORP1.3K shares-1.61%2026-06-302026-08-06

BX BLACKSTONE INC2.7K shares0.67%2026-06-302026-08-06

Sponsored

CL COLGATE PALMOLIVE CO3.4K shares0.06%2026-06-302026-08-06

CSQ CALAMOS STRATEGIC TOTAL RETU15.0K shares0.36%2026-06-302026-08-06

TER TERADYNE INC636 sharesnew addition2026-06-302026-08-06

GILD GILEAD SCIENCES INC2.4K shares-0.21%2026-06-302026-08-06

OSK OSHKOSH CORP2.0K shares0.00%2026-06-302026-08-06

GD GENERAL DYNAMICS CORP864 shares-12.64%2026-06-302026-08-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL317 sharesnew addition2026-06-302026-08-06

IEI ISHARES TR2.6K shares-0.65%2026-06-302026-08-06

Sponsored

IBIT ISHARES BITCOIN TRUST ETF9.1K shares8.72%2026-06-302026-08-06

CIBR FIRST TR EXCHANGE-TRADED FD3.3K shares0.45%2026-06-302026-08-06

CWST CASELLA WASTE SYS INC3.1K shares19.31%2026-06-302026-08-06

XMMO INVESCO EXCHANGE TRADED FD T1.8K shares0.00%2026-06-302026-08-06

ONEQ FIDELITY COMWLTH TR2.8K sharesnew addition2026-06-302026-08-06

MEDTRONIC PLC MEDTRONIC PLC3.7K shares-7.73%2026-06-302026-08-06

IVE ISHARES TR1.3K shares-1.38%2026-06-302026-08-06

EXG EATON VANCE TAX-MANAGED GLOB29.6K shares0.00%2026-06-302026-08-06

Sponsored

EWJ ISHARES INC3.1K shares-6.22%2026-06-302026-08-06

CVLC MORGAN STANLEY ETF TRUST3.0K shares0.03%2026-06-302026-08-06

SPMO INVESCO EXCH TRADED FD TR II1.8K shares-17.56%2026-06-302026-08-06

SBUX STARBUCKS CORP2.8K shares3.67%2026-06-302026-08-06

ALPS ETF TR ALPS ETF TR5.5K shares0.42%2026-06-302026-08-06

SLV ISHARES SILVER TR5.3K shares10.83%2026-06-302026-08-06

AN AUTONATION INC1.5K shares0.00%2026-06-302026-08-06

ADX ADAMS DIVERSIFIED EQUITY FD10.8K shares0.00%2026-06-302026-08-06

Sponsored

PFFA ETFIS SER TR I13.3K shares24.62%2026-06-302026-08-06

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.9K shares1.57%2026-06-302026-08-06

UUUU ENERGY FUELS INC18.7K shares8.76%2026-06-302026-08-06

USRT ISHARES TR4.1K shares-4.44%2026-06-302026-08-06

PANW PALO ALTO NETWORKS INC791 sharesnew addition2026-06-302026-08-06

FDX FEDEX CORP861 shares0.12%2026-06-302026-08-06

WELL WELLTOWER INC1.2K shares0.08%2026-06-302026-08-06

LMT LOCKHEED MARTIN CORP523 shares19.13%2026-06-302026-08-06

Sponsored

XSVM INVESCO EXCHANGE TRADED FD T3.8K shares-29.51%2026-06-302026-08-06

BALI BLACKROCK ETF TRUST7.8K sharesnew addition2026-06-302026-08-06

CALF PACER FDS TR5.2K shares-7.02%2026-06-302026-08-06

XSMO INVESCO EXCHANGE TRADED FD T2.8K shares0.00%2026-06-302026-08-06

FNDF SCHWAB STRATEGIC TR4.9K shares-1.78%2026-06-302026-08-06

ITW ILLINOIS TOOL WKS INC960 shares9.46%2026-06-302026-08-06

ETV EATON VANCE TAX-MANAGED BUY-17.2K shares0.00%2026-06-302026-08-06

FREEPORT MCMORAN INC FREEPORT MCMORAN INC4.1K shares-2.30%2026-06-302026-08-06

Sponsored

POCT INNOVATOR ETFS TRUST5.5K shares-10.35%2026-06-302026-08-06

HONEYWELL INTL INC HONEYWELL INTL INC1.1K sharesnew addition2026-06-302026-08-06

UNP UNION PAC CORP937 shares0.00%2026-06-302026-08-06

NLY ANNALY CAPITAL MANAGEMENT IN11.4K sharesnew addition2026-06-302026-08-06

FTNT FORTINET INC1.6K sharesnew addition2026-06-302026-08-06

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.1K sharesnew addition2026-06-302026-08-06

GIS GENERAL MILLS INC7.2K shares-6.54%2026-06-302026-08-06

MDLZ MONDELEZ INTL INC4.3K shares0.12%2026-06-302026-08-06

Sponsored

MDY STATE STR SPDR S&P MIDCAP 40350 shares0.00%2026-06-302026-08-06

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC745 shares0.00%2026-06-302026-08-06

SPMD SPDR SERIES TRUST3.6K shares-16.39%2026-06-302026-08-06

GGZ GABELLI GLOBAL SMALL & MID C15.0K shares0.51%2026-06-302026-08-06

ISTB ISHARES TR5.0K shares-1.83%2026-06-302026-08-06

WU WESTERN UN CO31.4K shares-47.26%2026-06-302026-08-06

WDC WESTERN DIGITAL CORP377 sharesnew addition2026-06-302026-08-06

WBD WARNER BROS DISCOVERY INC9.0K shares-2.02%2026-06-302026-08-06

Sponsored

IJT ISHARES TR1.3K shares-4.69%2026-06-302026-08-06

SNDK SANDISK CORP105 sharesnew addition2026-06-302026-08-06

KEY KEYCORP10.3K shares0.00%2026-06-302026-08-06

BAB INVESCO EXCH TRADED FD TR II8.8K sharesnew addition2026-06-302026-08-06

VIGI VANGUARD WHITEHALL FDS2.5K shares8.34%2026-06-302026-08-06

SCHF SCHWAB STRATEGIC TR8.4K sharesnew addition2026-06-302026-08-06

ARM ARM HOLDINGS PLC656 sharesnew addition2026-06-302026-08-06

IUSB ISHARES TR5.0K sharesnew addition2026-06-302026-08-06

Sponsored

RY ROYAL BK CDA1.1K sharesnew addition2026-06-302026-08-06

GFEB FIRST TR EXCHNG TRADED FD VI5.2K shares0.00%2026-06-302026-08-06

XLY SELECT SECTOR SPDR TR1.9K shares-55.71%2026-06-302026-08-06

SCHW SCHWAB CHARLES CORP2.4K shares0.08%2026-06-302026-08-06

ISHARES TR ISHARES TR2.3K shares4.13%2026-06-302026-08-06

DFAS DIMENSIONAL ETF TRUST2.7K shares-5.87%2026-06-302026-08-06

CGDG CAPITAL GROUP DIVIDEND GROWE6.0K shares0.08%2026-06-302026-08-06

EMXC ISHARES INC2.2K sharesnew addition2026-06-302026-08-06

Sponsored

TXN TEXAS INSTRS INC748 sharesnew addition2026-06-302026-08-06

MLI MUELLER INDS INC1.8K sharesnew addition2026-06-302026-08-06

TRMK TRUSTMARK CORP4.8K shares-11.15%2026-06-302026-08-06

NIE VIRTUS EQUITY & CONV INCM FD8.2K sharesnew addition2026-06-302026-08-06

BP BP PLC5.9K shares-17.66%2026-06-302026-08-06

SHE SPDR SERIES TRUST1.4K sharesnew addition2026-06-302026-08-06

BUFR FIRST TR EXCHNG TRADED FD VI5.7K sharesnew addition2026-06-302026-08-06

XLRE SELECT SECTOR SPDR TR4.7K sharesnew addition2026-06-302026-08-06

Sponsored

PWV INVESCO EXCHANGE TRADED FD T2.7K sharesnew addition2026-06-302026-08-06

CGXU CAPITAL GROUP INTL FOCUS EQT6.0K sharesnew addition2026-06-302026-08-06

CEF SPROTT ASSET MANAGEMENT LP5.1K shares0.00%2026-06-302026-08-06

EIX EDISON INTL2.8K shares0.00%2026-06-302026-08-06

WYNN WYNN RESORTS LTD2.1K shares-10.16%2026-06-302026-08-06

NVO NOVO-NORDISK A S4.2K sharesnew addition2026-06-302026-08-06

FAST FASTENAL CO4.2K sharesnew addition2026-06-302026-08-06

NETFLIX INC. NETFLIX INC.2.8K shares0.53%2026-06-302026-08-06

Sponsored

NOBL PROSHARES TR3.6K shares71.87%2026-06-302026-08-06

ADM ARCHER DANIELS MIDLAND CO2.6K sharesnew addition2026-06-302026-08-06

MLN VANECK ETF TRUST10.8K sharesnew addition2026-06-302026-08-06

PDT HANCOCK JOHN PREM DIVID FD13.3K shares0.00%2026-06-302026-08-06

FOF COHEN & STEERS CLOSED-END11.6K shares0.29%2026-06-302026-08-06

MMU WESTERN ASSET MANAGED MUNS F12.0K shares0.43%2026-06-302026-08-06

PCF HIGH INCOME SECS FD21.6K shares-3.22%2026-06-302026-08-06

OIA INVESCO MUNI INCOME OPP TRST17.8K shares0.00%2026-06-302026-08-06

Sponsored

MFM ABERDEEN MUN INCOME FD16.2K shares56.94%2026-06-302026-08-06

PLUG PLUG PWR INC33.5K shares0.00%2026-06-302026-08-06

USA LIBERTY ALL STAR EQUITY FD11.1K shares0.00%2026-06-302026-08-06

NAK NORTHERN DYNASTY MINERALS LT25.0K shares0.00%2026-06-302026-08-06

VVR INVESCO SR INCOME TR14.1K shares11.77%2026-06-302026-08-06

TMQ TRILOGY METALS INC NEW11.2K shares-8.29%2026-06-302026-08-06

PSEC PROSPECT CAP CORP15.9K shares2.44%2026-06-302026-08-06

MSFT

MICROSOFT CORP

-0.90%

Shares47.9K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

-0.46%

Shares59.5K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

-2.48%

Shares23.6K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

-1.59%

Shares147.0K

Event2026-06-30

Filed2026-08-06

SGOV

ISHARES TR

5.24%

Shares102.2K

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD WHITEHALL FDS

0.61%

Shares64.2K

Event2026-06-30

Filed2026-08-06

JPST

J P MORGAN EXCHANGE TRADED F

10.74%

Shares157.2K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

-0.71%

Shares24.6K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

0.13%

Shares25.9K

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB STRATEGIC TR

-1.56%

Shares187.7K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

-2.26%

Shares40.8K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

-0.98%

Shares5.4K

Event2026-06-30

Filed2026-08-06

FBND

FIDELITY MERRIMACK STR TR

8.63%

Shares125.1K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

-1.41%

Shares37.7K

Event2026-06-30

Filed2026-08-06

BDYN

BLACKROCK ETF TRUST

-2.48%

Shares184.7K

Event2026-06-30

Filed2026-08-06

MGK

VANGUARD WORLD FD

411.72%

Shares56.9K

Event2026-06-30

Filed2026-08-06

SPTS

SPDR SERIES TRUST

14.71%

Shares154.1K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC

-12.90%

Shares105.0K

Event2026-06-30

Filed2026-08-06

JEPI

J P MORGAN EXCHANGE TRADED F

4.03%

Shares78.7K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

-8.33%

Shares5.9K

Event2026-06-30

Filed2026-08-06

MGV

VANGUARD WORLD FD

4.37%

Shares25.5K

Event2026-06-30

Filed2026-08-06

FELG

FIDELITY COVINGTON TRUST

-0.32%

Shares95.0K

Event2026-06-30

Filed2026-08-06

VIOV

VANGUARD ADMIRAL FDS INC

-0.81%

Shares34.9K

Event2026-06-30

Filed2026-08-06

CGDV

CAPITAL GROUP DIVIDEND VALUE

7.17%

Shares82.7K

Event2026-06-30

Filed2026-08-06

BBUS

J P MORGAN EXCHANGE TRADED F

50.90%

Shares29.8K

Event2026-06-30

Filed2026-08-06

QQQM

INVESCO EXCH TRADED FD TR II

-3.39%

Shares12.8K

Event2026-06-30

Filed2026-08-06

SPTL

SPDR SERIES TRUST

14.43%

Shares140.5K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

-1.78%

Shares26.1K

Event2026-06-30

Filed2026-08-06

FELC

FIDELITY COVINGTON TRUST

4.38%

Shares84.1K

Event2026-06-30

Filed2026-08-06

AVUS

AMERICAN CENTY ETF TR

0.65%

Shares27.4K

Event2026-06-30

Filed2026-08-06

CGGO

CAPITAL GROUP GBL GROWTH EQT

0.51%

Shares81.0K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

-5.09%

Shares15.3K

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

8.22%

Shares45.1K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

-3.09%

Shares55.4K

Event2026-06-30

Filed2026-08-06

BSCR

INVESCO EXCH TRD SLF IDX FD

8.15%

Shares167.5K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

7.97%

Shares102.7K

Event2026-06-30

Filed2026-08-06

BDVL

BLACKROCK ETF TRUST

-0.58%

Shares123.1K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-1.98%

Shares8.5K

Event2026-06-30

Filed2026-08-06

BSCS

INVESCO EXCH TRD SLF IDX FD

9.35%

Shares150.1K

Event2026-06-30

Filed2026-08-06

JBND

J P MORGAN EXCHANGE TRADED F

16.11%

Shares53.4K

Event2026-06-30

Filed2026-08-06

VIOO

VANGUARD ADMIRAL FDS INC

-3.30%

Shares20.5K

Event2026-06-30

Filed2026-08-06

SMH

VANECK ETF TRUST

0.88%

Shares4.2K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

3.49%

Shares21.6K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

1.93%

Shares7.9K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-1.04%

Shares9.1K

Event2026-06-30

Filed2026-08-06

BSCQ

INVESCO EXCH TRD SLF IDX FD

-2.20%

Shares141.1K

Event2026-06-30

Filed2026-08-06

SPTI

SPDR SERIES TRUST

2.93%

Shares96.1K

Event2026-06-30

Filed2026-08-06

BSCT

INVESCO EXCH TRD SLF IDX FD

11.98%

Shares145.7K

Event2026-06-30

Filed2026-08-06

ISHARES TR

34.92%

Shares3.6K

Event2026-06-30

Filed2026-08-06

SPDR SERIES TRUST

10.45%

Shares29.4K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

12.93%

Shares12.8K

Event2026-06-30

Filed2026-08-06

GDV

GABELLI DIVID & INCOME TR

1.10%

Shares87.0K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

2.62%

Shares2.2K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

5.09%

Shares10.0K

Event2026-06-30

Filed2026-08-06

DON

WISDOMTREE TR

0.81%

Shares43.4K

Event2026-06-30

Filed2026-08-06

CMTV

COMMUNITY BANCORP INC VT

-0.52%

Shares62.4K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

457.08%

Shares28.1K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

4.98%

Shares10.1K

Event2026-06-30

Filed2026-08-06

GQQQ

EA SERIES TRUST

-14.11%

Shares64.8K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

0.63%

Shares28.6K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

-0.20%

Shares2.5K

Event2026-06-30

Filed2026-08-06

AGGA

EA SERIES TRUST

7.59%

Shares91.1K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

-1.74%

Shares5.4K

Event2026-06-30

Filed2026-08-06

KMI

KINDER MORGAN INC DEL

0.21%

Shares70.2K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

0.83%

Shares13.4K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

-9.75%

Shares6.0K

Event2026-06-30

Filed2026-08-06

OKE

ONEOK INC NEW

1.53%

Shares25.3K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

0.77%

Shares19.4K

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

3.68%

Shares30.4K

Event2026-06-30

Filed2026-08-06

IFRA

ISHARES TR

-6.74%

Shares34.6K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

-3.65%

Shares1.8K

Event2026-06-30

Filed2026-08-06

VYMI

VANGUARD WHITEHALL FDS

1.19%

Shares21.9K

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD INDEX FDS

0.14%

Shares21.9K

Event2026-06-30

Filed2026-08-06

AT&T INC

-0.91%

Shares99.8K

Event2026-06-30

Filed2026-08-06

MTUM

ISHARES TR

51.92%

Shares6.0K

Event2026-06-30

Filed2026-08-06

LVHI

LEGG MASON ETF INVT

-2.57%

Shares50.8K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

-6.01%

Shares8.6K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.53%

Shares4.0K

Event2026-06-30

Filed2026-08-06

ENERGY TRANSFER L P

-6.24%

Shares103.3K

Event2026-06-30

Filed2026-08-06

SPDW

SPDR INDEX SHS FDS

-15.69%

Shares38.9K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

0.15%

Shares5.2K

Event2026-06-30

Filed2026-08-06

PFE

PFIZER INC

-4.38%

Shares80.7K

Event2026-06-30

Filed2026-08-06

KMB

KIMBERLY-CLARK CORP

-1.23%

Shares17.4K

Event2026-06-30

Filed2026-08-06

CCL

CARNIVAL CORP LTD

New

Shares66.9K

Event2026-06-30

Filed2026-08-06

VSS

VANGUARD INTL EQUITY INDEX F

-1.58%

Shares12.4K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

18.31%

Shares7.3K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

1.67%

Shares5.2K

Event2026-06-30

Filed2026-08-06

VTEB

VANGUARD MUN BD FDS

0.81%

Shares36.9K

Event2026-06-30

Filed2026-08-06

FDVV

FIDELITY COVINGTON TRUST

-0.65%

Shares30.9K

Event2026-06-30

Filed2026-08-06

CGCP

CAPITAL GRP FIXED INCM ETF T

8.08%

Shares83.2K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

0.04%

Shares5.1K

Event2026-06-30

Filed2026-08-06

SPLV

INVESCO EXCH TRADED FD TR II

-5.31%

Shares23.8K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

1.43%

Shares31.1K

Event2026-06-30

Filed2026-08-06

XLI

SELECT SECTOR SPDR TR

-7.83%

Shares9.2K

Event2026-06-30

Filed2026-08-06

VHT

VANGUARD WORLD FD

-9.05%

Shares5.6K

Event2026-06-30

Filed2026-08-06

CLOA

BLACKROCK ETF TRUST II

542.42%

Shares31.6K

Event2026-06-30

Filed2026-08-06

NVG

NUVEEN AMT FREE MUN CR INC F

4.63%

Shares128.1K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR

-22.21%

Shares21.1K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

2.90%

Shares4.8K

Event2026-06-30

Filed2026-08-06

PHO

INVESCO EXCHANGE TRADED FD T

-10.36%

Shares22.8K

Event2026-06-30

Filed2026-08-06

BSCU

INVESCO EXCH TRD SLF IDX FD

11.39%

Shares94.6K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

-3.24%

Shares4.3K

Event2026-06-30

Filed2026-08-06

QUAL

ISHARES TR

-3.25%

Shares7.1K

Event2026-06-30

Filed2026-08-06

VBR

VANGUARD INDEX FDS

10.16%

Shares6.3K

Event2026-06-30

Filed2026-08-06

CGGR

CAPITAL GROUP GROWTH ETF

13.74%

Shares31.3K

Event2026-06-30

Filed2026-08-06

DMBS

DOUBLELINE ETF TRUST

27.37%

Shares29.6K

Event2026-06-30

Filed2026-08-06

PPI

INVESTMENT MANAGERS SER TR I

-8.11%

Shares67.3K

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES INC

-27.78%

Shares17.1K

Event2026-06-30

Filed2026-08-06

MDYV

SPDR SERIES TRUST

9.03%

Shares14.9K

Event2026-06-30

Filed2026-08-06

VOT

VANGUARD INDEX FDS

1.61%

Shares4.6K

Event2026-06-30

Filed2026-08-06

TORONTO DOMINION BK ONT

0.04%

Shares11.4K

Event2026-06-30

Filed2026-08-06

DIVI

FRANKLIN TEMPLETON ETF TR

8.82%

Shares31.9K

Event2026-06-30

Filed2026-08-06

NEA

NUVEEN AMT FREE QLTY MUN INC

5.85%

Shares114.4K

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

-28.16%

Shares7.0K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-6.18%

Shares3.8K

Event2026-06-30

Filed2026-08-06

S&P GLOBAL INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-06

BLACKROCK ETF TRUST

New

Shares50.9K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

-0.74%

Shares2.3K

Event2026-06-30

Filed2026-08-06

VANGUARD INTL EQUITY INDEX F

-8.96%

Shares8.0K

Event2026-06-30

Filed2026-08-06

BNDX

VANGUARD CHARLOTTE FDS

6.66%

Shares25.2K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

1.77%

Shares1.0K

Event2026-06-30

Filed2026-08-06

XLF

SELECT SECTOR SPDR TR

-18.65%

Shares22.6K

Event2026-06-30

Filed2026-08-06

DGRW

WISDOMTREE TR

0.02%

Shares12.6K

Event2026-06-30

Filed2026-08-06

LQD

ISHARES TR

-2.26%

Shares10.8K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO EXCHANGE TRADED FD T

-36.07%

Shares5.5K

Event2026-06-30

Filed2026-08-06

IMCG

ISHARES TR

9.86%

Shares11.9K

Event2026-06-30

Filed2026-08-06

NEM

NEWMONT CORP

0.06%

Shares12.3K

Event2026-06-30

Filed2026-08-06

SPSM

SPDR SERIES TRUST

21.01%

Shares19.6K

Event2026-06-30

Filed2026-08-06

NZF

NUVEEN MUN CR INCOME FD

6.46%

Shares88.9K

Event2026-06-30

Filed2026-08-06

COWZ

PACER FDS TR

-6.30%

Shares18.1K

Event2026-06-30

Filed2026-08-06

DYNF

BLACKROCK ETF TRUST

63.30%

Shares16.6K

Event2026-06-30

Filed2026-08-06

VPU

VANGUARD WORLD FD

-3.02%

Shares5.6K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

5.27%

Shares1.5K

Event2026-06-30

Filed2026-08-06

TLT

ISHARES TR

-32.84%

Shares12.5K

Event2026-06-30

Filed2026-08-06

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares12.0K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-18.75%

Shares11.0K

Event2026-06-30

Filed2026-08-06

ITA

ISHARES TR

-0.73%

Shares4.4K

Event2026-06-30

Filed2026-08-06

ROE

EA SERIES TRUST

-21.40%

Shares24.6K

Event2026-06-30

Filed2026-08-06

BHB

BAR HBR BANKSHARES

-9.80%

Shares27.6K

Event2026-06-30

Filed2026-08-06

SOUTHERN CO

0.06%

Shares10.8K

Event2026-06-30

Filed2026-08-06

VGSH

VANGUARD SCOTTSDALE FDS

6.84%

Shares17.5K

Event2026-06-30

Filed2026-08-06

SHV

ISHARES TR

1.20%

Shares9.2K

Event2026-06-30

Filed2026-08-06

NUVEEN QUALITY MUNCP INCOME

4.78%

Shares83.4K

Event2026-06-30

Filed2026-08-06

VCIT

VANGUARD SCOTTSDALE FDS

4.49%

Shares12.2K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

-3.46%

Shares8.6K

Event2026-06-30

Filed2026-08-06

BARRICK MNG CORP

-17.39%

Shares27.3K

Event2026-06-30

Filed2026-08-06

DEERE & CO

-0.45%

Shares1.6K

Event2026-06-30

Filed2026-08-06

BILZ

PIMCO ETF TR

-13.28%

Shares9.8K

Event2026-06-30

Filed2026-08-06

BANK OF NY MELLON CORP

-9.02%

Shares6.7K

Event2026-06-30

Filed2026-08-06

INMU

BLACKROCK ETF TRUST II

-0.42%

Shares39.6K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

708.68%

Shares8.0K

Event2026-06-30

Filed2026-08-06

BLACKROCK ETF TRUST

New

Shares34.0K

Event2026-06-30

Filed2026-08-06

FBTC

FIDELITY WISE ORIGIN BITCOIN

-3.10%

Shares18.6K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

5.30%

Shares3.5K

Event2026-06-30

Filed2026-08-06

BINC

BLACKROCK ETF TRUST II

-6.06%

Shares17.7K

Event2026-06-30

Filed2026-08-06

ENB

ENBRIDGE INC

-2.56%

Shares16.8K

Event2026-06-30

Filed2026-08-06

SELECT SECTOR SPDR TR

-2.23%

Shares20.1K

Event2026-06-30

Filed2026-08-06

TRANE TECHNOLOGIES PLC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-06

BOEING CO

-0.42%

Shares4.0K

Event2026-06-30

Filed2026-08-06

CVS

CVS HEALTH CORP

-1.26%

Shares8.2K

Event2026-06-30

Filed2026-08-06

AXON

AXON ENTERPRISE INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

IEUR

ISHARES TR

-35.86%

Shares11.2K

Event2026-06-30

Filed2026-08-06

PYLD

PIMCO ETF TR

2.96%

Shares31.1K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

-17.62%

Shares5.9K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR

2.85%

Shares5.9K

Event2026-06-30

Filed2026-08-06

AAAU

GOLDMAN SACHS PHYSICAL GOLD

-54.66%

Shares20.6K

Event2026-06-30

Filed2026-08-06

ACWX

ISHARES TR

23.76%

Shares10.7K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

6.47%

Shares1.4K

Event2026-06-30

Filed2026-08-06

MBB

ISHARES TR

23.47%

Shares8.5K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-3.40%

Shares1.7K

Event2026-06-30

Filed2026-08-06

PSA

PUBLIC STORAGE

3.64%

Shares2.5K

Event2026-06-30

Filed2026-08-06

XLE

SELECT SECTOR SPDR TR

45.28%

Shares14.8K

Event2026-06-30

Filed2026-08-06

EFV

ISHARES TR

-8.22%

Shares10.2K

Event2026-06-30

Filed2026-08-06

DAL

DELTA AIR LINES INC

-5.04%

Shares8.3K

Event2026-06-30

Filed2026-08-06

J P MORGAN EXCHANGE TRADED F

1.33%

Shares12.6K

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

4.91%

Shares6.0K

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

0.21%

Shares5.4K

Event2026-06-30

Filed2026-08-06

VBK

VANGUARD INDEX FDS

-1.21%

Shares2.0K

Event2026-06-30

Filed2026-08-06

FORD MTR CO

-1.64%

Shares53.7K

Event2026-06-30

Filed2026-08-06

SUSA

ISHARES TR

-11.10%

Shares4.8K

Event2026-06-30

Filed2026-08-06

IUSG

ISHARES TR

138.31%

Shares3.9K

Event2026-06-30

Filed2026-08-06

IBMR

ISHARES TR

15.43%

Shares28.9K

Event2026-06-30

Filed2026-08-06

ALLW

SSGA ACTIVE TR

54.74%

Shares24.8K

Event2026-06-30

Filed2026-08-06

VOE

VANGUARD INDEX FDS

2.71%

Shares3.6K

Event2026-06-30

Filed2026-08-06

BAI

BLACKROCK ETF TRUST

75.80%

Shares13.6K

Event2026-06-30

Filed2026-08-06

IBMQ

ISHARES TR

16.17%

Shares27.7K

Event2026-06-30

Filed2026-08-06

VOOV

VANGUARD ADMIRAL FDS INC

12.31%

Shares3.2K

Event2026-06-30

Filed2026-08-06

CORO

BLACKROCK ETF TRUST

87.80%

Shares19.2K

Event2026-06-30

Filed2026-08-06

IBMS

ISHARES TR

40.19%

Shares27.1K

Event2026-06-30

Filed2026-08-06

CGUS

CAPITAL GROUP CORE EQUITY ET

0.24%

Shares15.7K

Event2026-06-30

Filed2026-08-06

HIMU

BLACKROCK ETF TRUST II

48.84%

Shares14.0K

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

6.36%

Shares3.9K

Event2026-06-30

Filed2026-08-06

BILS

SPDR SERIES TRUST

13.52%

Shares7.0K

Event2026-06-30

Filed2026-08-06

VISA INC

2.72%

Shares2.0K

Event2026-06-30

Filed2026-08-06

BMO

BANK MONTREAL MEDIUM

-3.61%

Shares3.9K

Event2026-06-30

Filed2026-08-06

HDV

ISHARES TR

379.84%

Shares24.1K

Event2026-06-30

Filed2026-08-06

IBMP

ISHARES TR

18.48%

Shares25.0K

Event2026-06-30

Filed2026-08-06

IBMO

ISHARES TR

18.49%

Shares24.7K

Event2026-06-30

Filed2026-08-06

GOVT

ISHARES TR

12.65%

Shares27.2K

Event2026-06-30

Filed2026-08-06

BNS

BANK NOVA SCOTIA B C

-9.23%

Shares7.1K

Event2026-06-30

Filed2026-08-06

EMR

EMERSON ELEC CO

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-06

ESGV

VANGUARD WORLD FD

0.04%

Shares4.7K

Event2026-06-30

Filed2026-08-06

DGRO

ISHARES TR

6.59%

Shares8.1K

Event2026-06-30

Filed2026-08-06

EVT

EATON VANCE TAX ADVT DIV INC

0.00%

Shares21.8K

Event2026-06-30

Filed2026-08-06

DFSV

DIMENSIONAL ETF TRUST

15.42%

Shares15.4K

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

0.08%

Shares3.9K

Event2026-06-30

Filed2026-08-06

SCHA

SCHWAB STRATEGIC TR

1.98%

Shares16.2K

Event2026-06-30

Filed2026-08-06

SPYG

SPDR SERIES TRUST

18.96%

Shares4.9K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

4.86%

Shares3.1K

Event2026-06-30

Filed2026-08-06

IEF

ISHARES TR

40.12%

Shares6.1K

Event2026-06-30

Filed2026-08-06

DLR

DIGITAL RLTY TR INC

New

Shares3.2K

Event2026-06-30

Filed2026-08-06

VIOG

VANGUARD ADMIRAL FDS INC

3.81%

Shares3.6K

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO

2.57%

Shares1.6K

Event2026-06-30

Filed2026-08-06

PTLC

PACER FDS TR

0.12%

Shares9.5K

Event2026-06-30

Filed2026-08-06

RSPA

INVESCO ACTIVELY MANAGED EXC

-6.70%

Shares10.3K

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO

-4.18%

Shares5.7K

Event2026-06-30

Filed2026-08-06

TPYP

TORTOISE CAPITAL SERIES TRUS

-5.26%

Shares12.6K

Event2026-06-30

Filed2026-08-06

ILCV

ISHARES TR

128.83%

Shares5.1K

Event2026-06-30

Filed2026-08-06

SPYV

SPDR SERIES TRUST

-10.12%

Shares8.5K

Event2026-06-30

Filed2026-08-06

LOW

LOWES COS INC

0.13%

Shares2.3K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

13.24%

Shares3.7K

Event2026-06-30

Filed2026-08-06

SCHR

SCHWAB STRATEGIC TR

New

Shares20.4K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO

0.07%

Shares5.9K

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES TR

-1.02%

Shares2.9K

Event2026-06-30

Filed2026-08-06

UPS

UNITED PARCEL SVCS INC

-3.13%

Shares4.5K

Event2026-06-30

Filed2026-08-06

TFPM

TRIPLE FLAG PRECIOUS METAL

-13.64%

Shares16.0K

Event2026-06-30

Filed2026-08-06

AIG

AMERICAN INTL GROUP INC

0.61%

Shares6.3K

Event2026-06-30

Filed2026-08-06

EPD

ENTERPRISE PRODS PARTNERS L

0.06%

Shares12.6K

Event2026-06-30

Filed2026-08-06

3M CO

-0.60%

Shares2.8K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

-0.04%

Shares2.5K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

6.35%

Shares5.1K

Event2026-06-30

Filed2026-08-06

SURE

ADVISORSHARES TR

-13.81%

Shares3.0K

Event2026-06-30

Filed2026-08-06

XLSR

SSGA ACTIVE TR

0.02%

Shares6.6K

Event2026-06-30

Filed2026-08-06

COF

CAPITAL ONE FINL CORP

0.19%

Shares2.1K

Event2026-06-30

Filed2026-08-06

VLO

VALERO ENERGY CORP

0.06%

Shares1.6K

Event2026-06-30

Filed2026-08-06

CANADIAN IMPERIAL BANK OF CO

0.11%

Shares3.6K

Event2026-06-30

Filed2026-08-06

WPM

WHEATON PRECIOUS METALS CORP

-38.85%

Shares3.7K

Event2026-06-30

Filed2026-08-06

TIP

ISHARES TR

1.24%

Shares3.8K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

4.22%

Shares1.1K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

-6.76%

Shares3.5K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

6.29%

Shares3.9K

Event2026-06-30

Filed2026-08-06

IBDU

ISHARES TR

New

Shares17.4K

Event2026-06-30

Filed2026-08-06

USMV

ISHARES TR

-10.76%

Shares4.2K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

300.08%

Shares5.0K

Event2026-06-30

Filed2026-08-06

TFC

TRUIST FINL CORP

11.15%

Shares8.1K

Event2026-06-30

Filed2026-08-06

VLUE

ISHARES TR

-30.57%

Shares2.0K

Event2026-06-30

Filed2026-08-06

POWR

ISHARES INC

26.01%

Shares14.3K

Event2026-06-30

Filed2026-08-06

IXUS

ISHARES TR

7.26%

Shares4.2K

Event2026-06-30

Filed2026-08-06

NMAI

NUVEEN MULTI ASSET INCOME FU

0.00%

Shares27.5K

Event2026-06-30

Filed2026-08-06

ADI

ANALOG DEVICES INC

-1.71%

Shares977

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

57.79%

Shares5.0K

Event2026-06-30

Filed2026-08-06

ORACLE CORP

-5.08%

Shares2.6K

Event2026-06-30

Filed2026-08-06

VGK

VANGUARD INTL EQUITY INDEX F

-14.91%

Shares4.3K

Event2026-06-30

Filed2026-08-06

SCHO

SCHWAB STRATEGIC TR

New

Shares15.6K

Event2026-06-30

Filed2026-08-06

MPC

MARATHON PETE CORP

-0.68%

Shares1.5K

Event2026-06-30

Filed2026-08-06

SHEL

SHELL PLC

0.02%

Shares4.8K

Event2026-06-30

Filed2026-08-06

BMY

BRISTOL-MYERS SQUIBB CO

0.02%

Shares6.4K

Event2026-06-30

Filed2026-08-06

IWX

ISHARES TR

-2.06%

Shares3.5K

Event2026-06-30

Filed2026-08-06

KBWB

INVESCO EXCH TRADED FD TR II

-19.29%

Shares3.9K

Event2026-06-30

Filed2026-08-06

FLRN

SPDR SERIES TRUST

-5.54%

Shares11.8K

Event2026-06-30

Filed2026-08-06

VUSB

VANGUARD BD INDEX FDS

29.76%

Shares7.3K

Event2026-06-30

Filed2026-08-06

SPYI

NEOS ETF TRUST

33.43%

Shares6.8K

Event2026-06-30

Filed2026-08-06

HSY

HERSHEY CO

0.15%

Shares2.0K

Event2026-06-30

Filed2026-08-06

REALTY INCOME CORP

0.46%

Shares5.7K

Event2026-06-30

Filed2026-08-06

XLV

SELECT SECTOR SPDR TR

-46.65%

Shares2.2K

Event2026-06-30

Filed2026-08-06

WORLD GOLD TR

-12.76%

Shares4.4K

Event2026-06-30

Filed2026-08-06

WASTE MGMT INC DEL

-10.58%

Shares1.6K

Event2026-06-30

Filed2026-08-06

AVEM

AMERICAN CENTY ETF TR

15.78%

Shares3.6K

Event2026-06-30

Filed2026-08-06

TLH

ISHARES TR

-28.88%

Shares3.4K

Event2026-06-30

Filed2026-08-06

MINT

PIMCO ETF TR

0.59%

Shares3.4K

Event2026-06-30

Filed2026-08-06

MUB

ISHARES TR

-41.48%

Shares3.2K

Event2026-06-30

Filed2026-08-06

IDEV

ISHARES TR

-11.21%

Shares3.9K

Event2026-06-30

Filed2026-08-06

MFC

MANULIFE FINL CORP

17.08%

Shares8.4K

Event2026-06-30

Filed2026-08-06

BSCV

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares20.6K

Event2026-06-30

Filed2026-08-06

IWV

ISHARES TR

0.00%

Shares783

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

36.90%

Shares3.9K

Event2026-06-30

Filed2026-08-06

IJS

ISHARES TR

0.25%

Shares2.4K

Event2026-06-30

Filed2026-08-06

DVY

ISHARES TR

-2.14%

Shares2.1K

Event2026-06-30

Filed2026-08-06

PRU

PRUDENTIAL FINL INC

-1.46%

Shares3.0K

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

-14.79%

Shares1.6K

Event2026-06-30

Filed2026-08-06

JCPB

J P MORGAN EXCHANGE TRADED F

-0.07%

Shares6.9K

Event2026-06-30

Filed2026-08-06

BSMT

INVESCO EXCH TRD SLF IDX FD

-31.80%

Shares14.0K

Event2026-06-30

Filed2026-08-06

ETG

EATON VANCE TX ADV GLBL DIV

0.00%

Shares13.7K

Event2026-06-30

Filed2026-08-06

BLK

BLACKROCK INC

4.35%

Shares336

Event2026-06-30

Filed2026-08-06

BLCR

BLACKROCK ETF TRUST

New

Shares6.4K

Event2026-06-30

Filed2026-08-06

SCHZ

SCHWAB STRATEGIC TR

New

Shares13.9K

Event2026-06-30

Filed2026-08-06

MTB

M & T BK CORP

-1.61%

Shares1.3K

Event2026-06-30

Filed2026-08-06

BLACKSTONE INC

0.67%

Shares2.7K

Event2026-06-30

Filed2026-08-06

COLGATE PALMOLIVE CO

0.06%

Shares3.4K

Event2026-06-30

Filed2026-08-06

CSQ

CALAMOS STRATEGIC TOTAL RETU

0.36%

Shares15.0K

Event2026-06-30

Filed2026-08-06

TER

TERADYNE INC

New

Shares636

Event2026-06-30

Filed2026-08-06

GILD

GILEAD SCIENCES INC

-0.21%

Shares2.4K

Event2026-06-30

Filed2026-08-06

OSK

OSHKOSH CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

GENERAL DYNAMICS CORP

-12.64%

Shares864

Event2026-06-30

Filed2026-08-06

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares317

Event2026-06-30

Filed2026-08-06

IEI

ISHARES TR

-0.65%

Shares2.6K

Event2026-06-30

Filed2026-08-06

IBIT

ISHARES BITCOIN TRUST ETF

8.72%

Shares9.1K

Event2026-06-30

Filed2026-08-06

CIBR

FIRST TR EXCHANGE-TRADED FD

0.45%

Shares3.3K

Event2026-06-30

Filed2026-08-06

CWST

CASELLA WASTE SYS INC

19.31%

Shares3.1K

Event2026-06-30

Filed2026-08-06

XMMO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-06

ONEQ

FIDELITY COMWLTH TR

New

Shares2.8K

Event2026-06-30

Filed2026-08-06

MEDTRONIC PLC

-7.73%

Shares3.7K

Event2026-06-30

Filed2026-08-06

IVE

ISHARES TR

-1.38%

Shares1.3K

Event2026-06-30

Filed2026-08-06

EXG

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares29.6K

Event2026-06-30

Filed2026-08-06

EWJ

ISHARES INC

-6.22%

Shares3.1K

Event2026-06-30

Filed2026-08-06

CVLC

MORGAN STANLEY ETF TRUST

0.03%

Shares3.0K

Event2026-06-30

Filed2026-08-06

SPMO

INVESCO EXCH TRADED FD TR II

-17.56%

Shares1.8K

Event2026-06-30

Filed2026-08-06

SBUX

STARBUCKS CORP

3.67%

Shares2.8K

Event2026-06-30

Filed2026-08-06

ALPS ETF TR

0.42%

Shares5.5K

Event2026-06-30

Filed2026-08-06

SLV

ISHARES SILVER TR

10.83%

Shares5.3K

Event2026-06-30

Filed2026-08-06

AUTONATION INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

ADX

ADAMS DIVERSIFIED EQUITY FD

0.00%

Shares10.8K

Event2026-06-30

Filed2026-08-06

PFFA

ETFIS SER TR I

24.62%

Shares13.3K

Event2026-06-30

Filed2026-08-06

JOHNSON CONTROLS INTERNATION

1.57%

Shares1.9K

Event2026-06-30

Filed2026-08-06

UUUU

ENERGY FUELS INC

8.76%

Shares18.7K

Event2026-06-30

Filed2026-08-06

USRT

ISHARES TR

-4.44%

Shares4.1K

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

New

Shares791

Event2026-06-30

Filed2026-08-06

FDX

FEDEX CORP

0.12%

Shares861

Event2026-06-30

Filed2026-08-06

WELL

WELLTOWER INC

0.08%

Shares1.2K

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

19.13%

Shares523

Event2026-06-30

Filed2026-08-06

XSVM

INVESCO EXCHANGE TRADED FD T

-29.51%

Shares3.8K

Event2026-06-30

Filed2026-08-06

BALI

BLACKROCK ETF TRUST

New

Shares7.8K

Event2026-06-30

Filed2026-08-06

CALF

PACER FDS TR

-7.02%

Shares5.2K

Event2026-06-30

Filed2026-08-06

XSMO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-06

FNDF

SCHWAB STRATEGIC TR

-1.78%

Shares4.9K

Event2026-06-30

Filed2026-08-06

ITW

ILLINOIS TOOL WKS INC

9.46%

Shares960

Event2026-06-30

Filed2026-08-06

ETV

EATON VANCE TAX-MANAGED BUY-

0.00%

Shares17.2K

Event2026-06-30

Filed2026-08-06

FREEPORT MCMORAN INC

-2.30%

Shares4.1K

Event2026-06-30

Filed2026-08-06

POCT

INNOVATOR ETFS TRUST

-10.35%

Shares5.5K

Event2026-06-30

Filed2026-08-06

HONEYWELL INTL INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-06

UNP

UNION PAC CORP

0.00%

Shares937

Event2026-06-30

Filed2026-08-06

NLY

ANNALY CAPITAL MANAGEMENT IN

New

Shares11.4K

Event2026-06-30

Filed2026-08-06

FTNT

FORTINET INC

New

Shares1.6K

Event2026-06-30

Filed2026-08-06

HONEYWELL AEROSPACE INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-06

GIS

GENERAL MILLS INC

-6.54%

Shares7.2K

Event2026-06-30

Filed2026-08-06

MDLZ

MONDELEZ INTL INC

0.12%

Shares4.3K

Event2026-06-30

Filed2026-08-06

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares350

Event2026-06-30

Filed2026-08-06

TRAVELERS COMPANIES INC

0.00%

Shares745

Event2026-06-30

Filed2026-08-06

SPMD

SPDR SERIES TRUST

-16.39%

Shares3.6K

Event2026-06-30

Filed2026-08-06

GGZ

GABELLI GLOBAL SMALL & MID C

0.51%

Shares15.0K

Event2026-06-30

Filed2026-08-06

ISTB

ISHARES TR

-1.83%

Shares5.0K

Event2026-06-30

Filed2026-08-06

WESTERN UN CO

-47.26%

Shares31.4K

Event2026-06-30

Filed2026-08-06

WDC

WESTERN DIGITAL CORP

New

Shares377

Event2026-06-30

Filed2026-08-06

WBD

WARNER BROS DISCOVERY INC

-2.02%

Shares9.0K

Event2026-06-30

Filed2026-08-06

IJT

ISHARES TR

-4.69%

Shares1.3K

Event2026-06-30

Filed2026-08-06

SNDK

SANDISK CORP

New

Shares105

Event2026-06-30

Filed2026-08-06

KEY

KEYCORP

0.00%

Shares10.3K

Event2026-06-30

Filed2026-08-06

BAB

INVESCO EXCH TRADED FD TR II

New

Shares8.8K

Event2026-06-30

Filed2026-08-06

VIGI

VANGUARD WHITEHALL FDS

8.34%

Shares2.5K

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR

New

Shares8.4K

Event2026-06-30

Filed2026-08-06

ARM

ARM HOLDINGS PLC

New

Shares656

Event2026-06-30

Filed2026-08-06

IUSB

ISHARES TR

New

Shares5.0K

Event2026-06-30

Filed2026-08-06

ROYAL BK CDA

New

Shares1.1K

Event2026-06-30

Filed2026-08-06

GFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-06

XLY

SELECT SECTOR SPDR TR

-55.71%

Shares1.9K

Event2026-06-30

Filed2026-08-06

SCHW

SCHWAB CHARLES CORP

0.08%

Shares2.4K

Event2026-06-30

Filed2026-08-06

ISHARES TR

4.13%

Shares2.3K

Event2026-06-30

Filed2026-08-06

DFAS

DIMENSIONAL ETF TRUST

-5.87%

Shares2.7K

Event2026-06-30

Filed2026-08-06

CGDG

CAPITAL GROUP DIVIDEND GROWE

0.08%

Shares6.0K

Event2026-06-30

Filed2026-08-06

EMXC

ISHARES INC

New

Shares2.2K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

New

Shares748

Event2026-06-30

Filed2026-08-06

MLI

MUELLER INDS INC

New

Shares1.8K

Event2026-06-30

Filed2026-08-06

TRMK

TRUSTMARK CORP

-11.15%

Shares4.8K

Event2026-06-30

Filed2026-08-06

NIE

VIRTUS EQUITY & CONV INCM FD

New

Shares8.2K

Event2026-06-30

Filed2026-08-06

BP PLC

-17.66%

Shares5.9K

Event2026-06-30

Filed2026-08-06

SHE

SPDR SERIES TRUST

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

BUFR

FIRST TR EXCHNG TRADED FD VI

New

Shares5.7K

Event2026-06-30

Filed2026-08-06

XLRE

SELECT SECTOR SPDR TR

New

Shares4.7K

Event2026-06-30

Filed2026-08-06

PWV

INVESCO EXCHANGE TRADED FD T

New

Shares2.7K

Event2026-06-30

Filed2026-08-06

CGXU

CAPITAL GROUP INTL FOCUS EQT

New

Shares6.0K

Event2026-06-30

Filed2026-08-06

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-06

EIX

EDISON INTL

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-06

WYNN

WYNN RESORTS LTD

-10.16%

Shares2.1K

Event2026-06-30

Filed2026-08-06

NVO

NOVO-NORDISK A S

New

Shares4.2K

Event2026-06-30

Filed2026-08-06

FAST

FASTENAL CO

New

Shares4.2K

Event2026-06-30

Filed2026-08-06

NETFLIX INC.

0.53%

Shares2.8K

Event2026-06-30

Filed2026-08-06

NOBL

PROSHARES TR

71.87%

Shares3.6K

Event2026-06-30

Filed2026-08-06

ADM

ARCHER DANIELS MIDLAND CO

New

Shares2.6K

Event2026-06-30

Filed2026-08-06

MLN

VANECK ETF TRUST

New

Shares10.8K

Event2026-06-30

Filed2026-08-06

PDT

HANCOCK JOHN PREM DIVID FD

0.00%

Shares13.3K

Event2026-06-30

Filed2026-08-06

FOF

COHEN & STEERS CLOSED-END

0.29%

Shares11.6K

Event2026-06-30

Filed2026-08-06

MMU

WESTERN ASSET MANAGED MUNS F

0.43%

Shares12.0K

Event2026-06-30

Filed2026-08-06

PCF

HIGH INCOME SECS FD

-3.22%

Shares21.6K

Event2026-06-30

Filed2026-08-06

OIA

INVESCO MUNI INCOME OPP TRST

0.00%

Shares17.8K

Event2026-06-30

Filed2026-08-06

MFM

ABERDEEN MUN INCOME FD

56.94%

Shares16.2K

Event2026-06-30

Filed2026-08-06

PLUG

PLUG PWR INC

0.00%

Shares33.5K

Event2026-06-30

Filed2026-08-06

USA

LIBERTY ALL STAR EQUITY FD

0.00%

Shares11.1K

Event2026-06-30

Filed2026-08-06

NAK

NORTHERN DYNASTY MINERALS LT

0.00%

Shares25.0K

Event2026-06-30

Filed2026-08-06

VVR

INVESCO SR INCOME TR

11.77%

Shares14.1K

Event2026-06-30

Filed2026-08-06

TMQ

TRILOGY METALS INC NEW

-8.29%

Shares11.2K

Event2026-06-30

Filed2026-08-06

PSEC

PROSPECT CAP CORP

2.44%

Shares15.9K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T3.0K shares-25.00%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

-25.00%

Shares3.0K

Event2026-06-30

Filed2026-08-06

Put Option Holdings

HOME DEPOT INC Put PutHOME DEPOT INC3.6K shares-21.74%2026-06-302026-08-06

S&P GLOBAL INC Put PutS&P GLOBAL INC2.8K shares0.00%2026-06-302026-08-06

HOME DEPOT INC Put

HOME DEPOT INC

-21.74%

Shares3.6K

Event2026-06-30

Filed2026-08-06

S&P GLOBAL INC Put

S&P GLOBAL INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-06