NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,551 shares; 2024Q4: 114,239 shares; 2025Q1: 112,318 shares; 2025Q2: 107,599 shares; 2025Q3: 108,040 shares; 2025Q4: 105,895 shares; 2026Q1: 106,536 shares; 2026Q2: 106,363 shares 106,363 $21.3M 5.71% -173 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,175 shares; 2024Q4: 71,726 shares; 2025Q1: 70,832 shares; 2025Q2: 69,667 shares; 2025Q3: 69,954 shares; 2025Q4: 69,571 shares; 2026Q1: 70,521 shares; 2026Q2: 68,795 shares 68,795 $19.9M 5.35% -1,726 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,070 shares; 2026Q2: 74,010 shares 74,010 $18M 4.82% -60 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,749 shares; 2024Q4: 51,172 shares; 2025Q1: 49,848 shares; 2025Q2: 49,489 shares; 2025Q3: 49,574 shares; 2025Q4: 49,042 shares; 2026Q1: 49,402 shares; 2026Q2: 49,338 shares 49,338 $17.6M 4.73% -64 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,619 shares; 2024Q4: 53,444 shares; 2025Q1: 52,847 shares; 2025Q2: 53,486 shares; 2025Q3: 53,971 shares; 2025Q4: 55,159 shares; 2026Q1: 56,922 shares; 2026Q2: 54,717 shares 54,717 $13M 3.5% -2,205 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,773 shares; 2024Q4: 6,806 shares; 2025Q1: 9,060 shares; 2025Q2: 9,499 shares; 2025Q3: 9,602 shares; 2025Q4: 9,661 shares; 2026Q1: 9,686 shares; 2026Q2: 9,641 shares 9,641 $11.6M 3.11% -45 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,895 shares; 2024Q4: 26,655 shares; 2025Q1: 26,495 shares; 2025Q2: 26,575 shares; 2025Q3: 26,665 shares; 2025Q4: 27,578 shares; 2026Q1: 30,112 shares; 2026Q2: 27,745 shares 27,745 $10.3M 2.78% -2,367 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,529 shares; 2024Q4: 13,799 shares; 2025Q1: 14,264 shares; 2025Q2: 22,278 shares; 2025Q3: 22,303 shares; 2025Q4: 22,500 shares; 2026Q1: 22,297 shares; 2026Q2: 21,952 shares 21,952 $7.49M 2.01% -345 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,615 shares; 2024Q4: 19,743 shares; 2025Q1: 19,743 shares; 2025Q2: 20,022 shares; 2025Q3: 20,362 shares; 2025Q4: 20,659 shares; 2026Q1: 20,794 shares; 2026Q2: 20,779 shares 20,779 $7.13M 1.91% -15 Timeline FLDB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 138,723 shares; 2026Q2: 138,723 shares 138,723 $6.97M 1.87% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,576 shares; 2024Q4: 28,477 shares; 2025Q1: 27,457 shares; 2025Q2: 30,959 shares; 2025Q3: 31,135 shares; 2025Q4: 30,842 shares; 2026Q1: 31,032 shares; 2026Q2: 32,260 shares 32,260 $6.12M 1.64% +1,228 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,889 shares; 2024Q4: 11,967 shares; 2025Q1: 11,917 shares; 2025Q2: 11,867 shares; 2025Q3: 8,994 shares; 2025Q4: 9,006 shares; 2026Q1: 6,846 shares; 2026Q2: 5,173 shares 5,173 $5.97M 1.6% -1,673 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,840 shares; 2024Q4: 10,465 shares; 2025Q1: 10,067 shares; 2025Q2: 9,931 shares; 2025Q3: 9,932 shares; 2025Q4: 9,767 shares; 2026Q1: 9,769 shares; 2026Q2: 22,863 shares 22,863 $5.75M 1.54% +13,094 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,325 shares; 2024Q4: 21,669 shares; 2025Q1: 20,172 shares; 2025Q2: 14,809 shares; 2025Q3: 15,646 shares; 2025Q4: 14,353 shares; 2026Q1: 31,836 shares; 2026Q2: 37,313 shares 37,313 $5.53M 1.49% +5,477 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,224 shares; 2024Q4: 3,054 shares; 2025Q1: 3,054 shares; 2025Q2: 3,684 shares; 2025Q3: 5,313 shares; 2025Q4: 17,759 shares; 2026Q1: 18,816 shares; 2026Q2: 18,750 shares 18,750 $5.27M 1.42% -66 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,756 shares; 2024Q4: 6,561 shares; 2025Q1: 6,153 shares; 2025Q2: 6,542 shares; 2025Q3: 6,881 shares; 2025Q4: 7,431 shares; 2026Q1: 6,749 shares; 2026Q2: 6,673 shares 6,673 $4.91M 1.32% -76 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,535 shares; 2024Q4: 14,535 shares; 2025Q1: 14,528 shares; 2025Q2: 14,308 shares; 2025Q3: 14,398 shares; 2025Q4: 14,368 shares; 2026Q1: 16,050 shares; 2026Q2: 15,994 shares 15,994 $4.81M 1.29% -56 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,787 shares; 2024Q4: 17,787 shares; 2025Q1: 16,741 shares; 2025Q2: 17,001 shares; 2025Q3: 17,187 shares; 2025Q4: 17,373 shares; 2026Q1: 17,486 shares; 2026Q2: 19,222 shares 19,222 $4.24M 1.14% +1,736 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,311 shares; 2024Q4: 11,225 shares; 2025Q1: 11,625 shares; 2025Q2: 12,380 shares; 2025Q3: 11,855 shares; 2025Q4: 13,815 shares; 2026Q1: 13,760 shares; 2026Q2: 13,730 shares 13,730 $4.02M 1.08% -30 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,931 shares; 2024Q4: 16,931 shares; 2025Q1: 17,351 shares; 2025Q2: 17,476 shares; 2025Q3: 17,276 shares; 2025Q4: 17,216 shares; 2026Q1: 17,216 shares; 2026Q2: 17,216 shares 17,216 $3.86M 1.04% 0 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,927 shares; 2024Q4: 126,719 shares; 2025Q1: 135,004 shares; 2025Q2: 134,242 shares; 2025Q3: 135,762 shares; 2025Q4: 106,545 shares; 2026Q1: 108,920 shares; 2026Q2: 112,975 shares 112,975 $3.79M 1.02% +4,055 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,370 shares; 2024Q4: 5,152 shares; 2025Q1: 5,388 shares; 2025Q2: 5,316 shares; 2025Q3: 5,513 shares; 2025Q4: 5,453 shares; 2026Q1: 5,439 shares; 2026Q2: 5,052 shares 5,052 $3.77M 1.01% -387 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,595 shares; 2024Q4: 3,145 shares; 2025Q1: 4,690 shares; 2025Q2: 5,455 shares; 2025Q3: 5,710 shares; 2025Q4: 9,705 shares; 2026Q1: 10,706 shares; 2026Q2: 11,061 shares 11,061 $3.7M 0.99% +355 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,704 shares; 2024Q4: 6,716 shares; 2025Q1: 8,311 shares; 2025Q2: 8,803 shares; 2025Q3: 10,269 shares; 2025Q4: 13,828 shares; 2026Q1: 14,338 shares; 2026Q2: 16,659 shares 16,659 $3.63M 0.97% +2,321 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,843 shares; 2025Q2: 14,168 shares; 2025Q3: 22,918 shares; 2025Q4: 23,143 shares; 2026Q1: 19,945 shares; 2026Q2: 21,270 shares 21,270 $3.61M 0.97% +1,325 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,461 shares; 2024Q4: 26,389 shares; 2025Q1: 6,034 shares; 2025Q2: 4,984 shares; 2025Q3: 4,984 shares; 2025Q4: 4,984 shares; 2026Q1: 4,984 shares; 2026Q2: 4,828 shares 4,828 $3.49M 0.94% -156 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,944 shares; 2026Q2: 74,753 shares 74,753 $3.4M 0.91% +16,809 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,610 shares; 2024Q4: 10,054 shares; 2025Q1: 10,040 shares; 2025Q2: 10,051 shares; 2025Q3: 10,460 shares; 2025Q4: 10,282 shares; 2026Q1: 10,378 shares; 2026Q2: 10,378 shares 10,378 $3.4M 0.91% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,366 shares; 2024Q4: 2,723 shares; 2025Q1: 3,080 shares; 2025Q2: 3,055 shares; 2025Q3: 3,323 shares; 2025Q4: 3,323 shares; 2026Q1: 4,335 shares; 2026Q2: 4,201 shares 4,201 $3.21M 0.86% -134 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,948 shares; 2024Q4: 14,017 shares; 2025Q1: 14,370 shares; 2025Q2: 14,528 shares; 2025Q3: 15,060 shares; 2025Q4: 14,935 shares; 2026Q1: 13,790 shares; 2026Q2: 9,028 shares 9,028 $3.18M 0.85% -4,762 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,189 shares; 2026Q2: 45,713 shares 45,713 $3.13M 0.84% -476 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,605 shares; 2024Q4: 10,017 shares; 2025Q1: 9,982 shares; 2025Q2: 8,957 shares; 2025Q3: 8,957 shares; 2025Q4: 8,981 shares; 2026Q1: 9,107 shares; 2026Q2: 8,277 shares 8,277 $3.13M 0.84% -830 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,517 shares; 2024Q4: 2,589 shares; 2025Q1: 2,549 shares; 2025Q2: 2,656 shares; 2025Q3: 3,241 shares; 2025Q4: 4,164 shares; 2026Q1: 4,320 shares; 2026Q2: 4,474 shares 4,474 $3.07M 0.83% +154 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,700 shares; 2025Q3: 55,976 shares; 2025Q4: 55,498 shares; 2026Q1: 47,749 shares; 2026Q2: 47,076 shares 47,076 $2.96M 0.79% -673 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,694 shares; 2025Q2: 2,968 shares; 2025Q3: 2,968 shares; 2025Q4: 2,974 shares; 2026Q1: 2,974 shares; 2026Q2: 2,974 shares 2,974 $2.86M 0.77% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,769 shares; 2024Q4: 16,334 shares; 2025Q1: 19,929 shares; 2025Q2: 19,929 shares; 2025Q3: 22,111 shares; 2025Q4: 24,038 shares; 2026Q1: 49,675 shares; 2026Q2: 49,675 shares 49,675 $2.83M 0.76% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,467 shares; 2024Q4: 29,618 shares; 2025Q1: 29,039 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,715 shares; 2026Q2: 10,400 shares 10,400 $2.78M 0.75% +2,685 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,258 shares; 2024Q4: 2,394 shares; 2025Q1: 2,682 shares; 2025Q2: 2,727 shares; 2025Q3: 2,710 shares; 2025Q4: 2,711 shares; 2026Q1: 2,728 shares; 2026Q2: 2,573 shares 2,573 $2.6M 0.7% -155 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,400 shares; 2024Q4: 71,400 shares; 2025Q1: 72,410 shares; 2025Q2: 90,922 shares; 2025Q3: 90,930 shares; 2025Q4: 94,537 shares; 2026Q1: 98,144 shares; 2026Q2: 96,651 shares 96,651 $2.55M 0.68% -1,493 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,377 shares; 2024Q4: 3,377 shares; 2025Q1: 3,327 shares; 2025Q2: 3,737 shares; 2025Q3: 3,737 shares; 2025Q4: 3,833 shares; 2026Q1: 3,833 shares; 2026Q2: 6,712 shares 6,712 $2.43M 0.65% +2,879 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,631 shares; 2024Q4: 7,531 shares; 2025Q1: 8,031 shares; 2025Q2: 8,115 shares; 2025Q3: 8,135 shares; 2025Q4: 8,035 shares; 2026Q1: 8,035 shares; 2026Q2: 8,035 shares 8,035 $2.39M 0.64% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,585 shares; 2025Q4: 12,090 shares; 2026Q1: 10,070 shares; 2026Q2: 9,760 shares 9,760 $2.3M 0.62% -310 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,276 shares; 2024Q4: 13,976 shares; 2025Q1: 13,976 shares; 2025Q2: 14,177 shares; 2025Q3: 14,177 shares; 2025Q4: 14,177 shares; 2026Q1: 14,095 shares; 2026Q2: 18,382 shares 18,382 $2.26M 0.61% +4,287 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,752 shares; 2024Q4: 138,809 shares; 2025Q1: 132,061 shares; 2025Q2: 78,987 shares; 2025Q3: 75,989 shares; 2025Q4: 75,648 shares; 2026Q1: 75,562 shares; 2026Q2: 69,978 shares 69,978 $2.24M 0.6% -5,584 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 468 shares; 2025Q4: 5,004 shares; 2026Q1: 23,879 shares; 2026Q2: 30,720 shares 30,720 $2.19M 0.59% +6,841 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,265 shares; 2026Q2: 10,930 shares 10,930 $2.16M 0.58% +5,665 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,596 shares; 2024Q4: 17,074 shares; 2025Q1: 23,068 shares; 2025Q2: 21,838 shares; 2025Q3: 26,096 shares; 2025Q4: 36,100 shares; 2026Q1: 29,047 shares; 2026Q2: 29,877 shares 29,877 $2.13M 0.57% +830 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,787 shares; 2024Q4: 15,060 shares; 2025Q1: 9,854 shares; 2025Q2: 8,898 shares; 2025Q3: 8,314 shares; 2025Q4: 8,338 shares; 2026Q1: 8,834 shares; 2026Q2: 8,341 shares 8,341 $2.12M 0.57% -493 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,652 shares; 2024Q4: 1,482 shares; 2025Q1: 2,547 shares; 2025Q2: 2,897 shares; 2025Q3: 6,575 shares; 2025Q4: 4,126 shares; 2026Q1: 4,409 shares; 2026Q2: 3,692 shares 3,692 $2.08M 0.56% -717 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,854 shares; 2024Q4: 25,054 shares; 2025Q1: 24,599 shares; 2025Q2: 24,599 shares; 2025Q3: 24,595 shares; 2025Q4: 24,295 shares; 2026Q1: 22,985 shares; 2026Q2: 22,986 shares 22,986 $2.02M 0.54% +1 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,472 shares; 2026Q2: 21,894 shares 21,894 $2.01M 0.54% -578 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,859 shares; 2024Q4: 18,633 shares; 2025Q1: 13,611 shares; 2025Q2: 13,670 shares; 2025Q3: 13,795 shares; 2025Q4: 14,014 shares; 2026Q1: 14,406 shares; 2026Q2: 13,368 shares 13,368 $1.83M 0.49% -1,038 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,156 shares 19,156 $1.77M 0.47% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,996 shares; 2024Q4: 1,915 shares; 2025Q1: 2,170 shares; 2025Q2: 2,195 shares; 2025Q3: 2,445 shares; 2025Q4: 3,034 shares; 2026Q1: 3,108 shares; 2026Q2: 19,056 shares 19,056 $1.64M 0.44% +15,948 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,829 shares; 2024Q4: 9,683 shares; 2025Q1: 9,928 shares; 2025Q2: 9,394 shares; 2025Q3: 10,688 shares; 2025Q4: 6,305 shares; 2026Q1: 6,583 shares; 2026Q2: 6,498 shares 6,498 $1.64M 0.44% -85 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41,954 shares; 2025Q1: 41,954 shares; 2025Q2: 41,954 shares; 2025Q3: 30,415 shares; 2025Q4: 25,591 shares; 2026Q1: 24,426 shares; 2026Q2: 25,591 shares 25,591 $1.6M 0.43% +1,165 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,056 shares; 2024Q4: 57,657 shares; 2025Q1: 59,029 shares; 2025Q2: 58,995 shares; 2025Q3: 59,486 shares; 2025Q4: 37,472 shares; 2026Q1: 22,207 shares; 2026Q2: 21,257 shares 21,257 $1.56M 0.42% -950 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 1,009 shares; 2025Q2: 1,009 shares; 2025Q3: 1,065 shares; 2025Q4: 5,325 shares; 2026Q1: 26,006 shares; 2026Q2: 15,676 shares 15,676 $1.56M 0.42% -10,330 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,141 shares; 2024Q4: 14,237 shares; 2025Q1: 14,474 shares; 2025Q2: 13,833 shares; 2025Q3: 16,028 shares; 2025Q4: 9,078 shares; 2026Q1: 9,518 shares; 2026Q2: 9,369 shares 9,369 $1.53M 0.41% -149 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,156 shares; 2024Q4: 30,650 shares; 2025Q1: 33,650 shares; 2025Q2: 32,950 shares; 2025Q3: 30,600 shares; 2025Q4: 27,800 shares; 2026Q1: 28,600 shares; 2026Q2: 31,000 shares 31,000 $1.52M 0.41% +2,400 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,937 shares; 2024Q4: 1,994 shares; 2025Q1: 2,412 shares; 2025Q2: 2,618 shares; 2025Q3: 3,245 shares; 2025Q4: 4,507 shares; 2026Q1: 4,712 shares; 2026Q2: 4,959 shares 4,959 $1.5M 0.4% +247 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,319 shares; 2024Q4: 8,008 shares; 2025Q1: 9,611 shares; 2025Q2: 9,612 shares; 2025Q3: 9,612 shares; 2025Q4: 10,944 shares; 2026Q1: 12,570 shares; 2026Q2: 12,372 shares 12,372 $1.46M 0.39% -198 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,349 shares; 2024Q4: 6,454 shares; 2025Q1: 6,354 shares; 2025Q2: 6,354 shares; 2025Q3: 6,304 shares; 2025Q4: 6,009 shares; 2026Q1: 5,899 shares; 2026Q2: 6,026 shares 6,026 $1.43M 0.38% +127 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,745 shares; 2026Q1: 15,186 shares; 2026Q2: 15,036 shares 15,036 $1.4M 0.38% -150 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,629 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,248 shares; 2026Q1: 2,896 shares; 2026Q2: 2,162 shares 2,162 $1.39M 0.37% -734 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,361 shares; 2025Q2: 2,561 shares; 2025Q3: 2,909 shares; 2025Q4: 3,008 shares; 2026Q1: 3,038 shares; 2026Q2: 3,239 shares 3,239 $1.38M 0.37% +201 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,250 shares; 2025Q1: 14,664 shares; 2025Q2: 13,771 shares; 2025Q3: 16,999 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,095 shares 15,095 $1.37M 0.37% new Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,552 shares; 2026Q2: 27,801 shares 27,801 $1.34M 0.36% +21,249 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,507 shares; 2026Q1: 3,407 shares; 2026Q2: 3,107 shares 3,107 $1.34M 0.36% -300 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,192 shares; 2025Q1: 11,412 shares; 2025Q2: 11,407 shares; 2025Q3: 11,317 shares; 2025Q4: 9,399 shares; 2026Q1: 9,350 shares; 2026Q2: 9,341 shares 9,341 $1.31M 0.35% -9 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,011 shares; 2024Q4: 45,410 shares; 2025Q1: 43,231 shares; 2025Q2: 49,558 shares; 2025Q3: 30,284 shares; 2025Q4: 15,991 shares; 2026Q1: 21,063 shares; 2026Q2: 14,589 shares 14,589 $1.27M 0.34% -6,474 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,206 shares; 2024Q4: 18,258 shares; 2025Q1: 14,798 shares; 2025Q2: 14,464 shares; 2025Q3: 9,374 shares; 2025Q4: 7,866 shares; 2026Q1: 8,247 shares; 2026Q2: 7,569 shares 7,569 $1.25M 0.34% -678 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,560 shares 13,560 $1.23M 0.33% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,632 shares; 2024Q4: 19,032 shares; 2025Q1: 28,078 shares; 2025Q2: 25,903 shares; 2025Q3: 14,727 shares; 2025Q4: 13,728 shares; 2026Q1: 14,206 shares; 2026Q2: 15,855 shares 15,855 $1.22M 0.33% +1,649 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,644 shares; 2024Q4: 23,252 shares; 2025Q1: 23,252 shares; 2025Q2: 23,252 shares; 2025Q3: 17,122 shares; 2025Q4: 13,361 shares; 2026Q1: 12,681 shares; 2026Q2: 13,361 shares 13,361 $1.22M 0.33% +680 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,141 shares; 2024Q4: 3,758 shares; 2025Q1: 4,049 shares; 2025Q2: 4,069 shares; 2025Q3: 4,144 shares; 2025Q4: 5,821 shares; 2026Q1: 5,911 shares; 2026Q2: 5,601 shares 5,601 $1.21M 0.33% -310 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,932 shares; 2024Q4: 21,881 shares; 2025Q1: 21,423 shares; 2025Q2: 24,497 shares; 2025Q3: 24,671 shares; 2025Q4: 22,901 shares; 2026Q1: 27,876 shares; 2026Q2: 28,610 shares 28,610 $1.21M 0.33% +734 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,502 shares; 2026Q1: 5,419 shares; 2026Q2: 6,350 shares 6,350 $1.21M 0.32% +931 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,419 shares; 2026Q1: 24,442 shares; 2026Q2: 28,460 shares 28,460 $1.2M 0.32% +4,018 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,350 shares; 2024Q4: 1,870 shares; 2025Q1: 1,925 shares; 2025Q2: 2,656 shares; 2025Q3: 2,657 shares; 2025Q4: 2,974 shares; 2026Q1: 3,445 shares; 2026Q2: 3,276 shares 3,276 $1.16M 0.31% -169 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,700 shares; 2024Q4: 112,500 shares; 2025Q1: 95,500 shares; 2025Q2: 102,500 shares; 2025Q3: 110,500 shares; 2025Q4: 118,700 shares; 2026Q1: 128,200 shares; 2026Q2: 125,300 shares 125,300 $1.16M 0.31% -2,900 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,629 shares 9,629 $1.15M 0.31% new Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,195 shares; 2025Q1: 7,195 shares; 2025Q2: not reported; 2025Q3: 11,310 shares; 2025Q4: 11,338 shares; 2026Q1: 29,037 shares; 2026Q2: 29,339 shares 29,339 $1.15M 0.31% +302 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,088 shares; 2026Q2: 6,365 shares 6,365 $1.14M 0.31% +1,277 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,047 shares; 2024Q4: 6,987 shares; 2025Q1: 6,979 shares; 2025Q2: 6,846 shares; 2025Q3: 6,298 shares; 2025Q4: 6,339 shares; 2026Q1: 6,471 shares; 2026Q2: 6,557 shares 6,557 $1.1M 0.3% +86 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,598 shares; 2024Q4: 7,563 shares; 2025Q1: 7,564 shares; 2025Q2: 8,520 shares; 2025Q3: 8,311 shares; 2025Q4: 7,221 shares; 2026Q1: 6,997 shares; 2026Q2: 6,858 shares 6,858 $1.08M 0.29% -139 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,995 shares; 2024Q4: 16,870 shares; 2025Q1: 57,010 shares; 2025Q2: 62,800 shares; 2025Q3: 63,050 shares; 2025Q4: 67,175 shares; 2026Q1: 20,540 shares; 2026Q2: 14,375 shares 14,375 $1.04M 0.28% -6,165 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 773 shares; 2025Q2: 785 shares; 2025Q3: 824 shares; 2025Q4: 933 shares; 2026Q1: 1,687 shares; 2026Q2: 2,813 shares 2,813 $1.04M 0.28% +1,126 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,074 shares; 2024Q4: 6,074 shares; 2025Q1: 6,474 shares; 2025Q2: 8,824 shares; 2025Q3: 12,024 shares; 2025Q4: 13,329 shares; 2026Q1: 13,504 shares; 2026Q2: 13,630 shares 13,630 $1.03M 0.28% +126 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,770 shares; 2024Q4: 10,262 shares; 2025Q1: 10,207 shares; 2025Q2: 10,858 shares; 2025Q3: 12,638 shares; 2025Q4: 15,338 shares; 2026Q1: 16,729 shares; 2026Q2: 9,820 shares 9,820 $1.01M 0.27% -6,909 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,091 shares; 2024Q4: 16,497 shares; 2025Q1: 15,296 shares; 2025Q2: 14,095 shares; 2025Q3: 13,723 shares; 2025Q4: 13,752 shares; 2026Q1: 13,638 shares; 2026Q2: 8,404 shares 8,404 $987K 0.27% -5,234 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313 shares; 2024Q4: not reported; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 316 shares; 2025Q4: 317 shares; 2026Q1: 317 shares; 2026Q2: 3,175 shares 3,175 $958K 0.26% +2,858 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,941 shares; 2025Q1: 2,732 shares; 2025Q2: 6,189 shares; 2025Q3: 7,007 shares; 2025Q4: 9,993 shares; 2026Q1: 10,939 shares; 2026Q2: 12,989 shares 12,989 $954K 0.26% +2,050 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,100 shares; 2024Q4: 1,465 shares; 2025Q1: 1,465 shares; 2025Q2: 1,465 shares; 2025Q3: 1,852 shares; 2025Q4: 1,861 shares; 2026Q1: 1,857 shares; 2026Q2: 1,852 shares 1,852 $944K 0.25% -5 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,229 shares; 2024Q4: 1,369 shares; 2025Q1: 1,369 shares; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 1,369 shares; 2026Q1: 1,369 shares; 2026Q2: 1,320 shares 1,320 $928K 0.25% -49 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,247 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,834 shares; 2025Q4: 10,032 shares; 2026Q1: 9,972 shares; 2026Q2: 11,157 shares 11,157 $922K 0.25% +1,185 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,301 shares; 2026Q1: 11,157 shares; 2026Q2: 11,393 shares 11,393 $868K 0.23% +236 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,583 shares; 2024Q4: 15,039 shares; 2025Q1: 18,241 shares; 2025Q2: 19,015 shares; 2025Q3: 17,749 shares; 2025Q4: 17,233 shares; 2026Q1: 17,693 shares; 2026Q2: 17,068 shares 17,068 $806K 0.22% -625 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,640 shares; 2026Q2: 3,876 shares 3,876 $778K 0.21% +236 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,928 shares; 2024Q4: 7,688 shares; 2025Q1: 7,628 shares; 2025Q2: 7,943 shares; 2025Q3: 7,038 shares; 2025Q4: 6,677 shares; 2026Q1: 6,462 shares; 2026Q2: 4,707 shares 4,707 $770K 0.21% -1,755 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,935 shares; 2024Q4: 4,752 shares; 2025Q1: 4,642 shares; 2025Q2: 4,507 shares; 2025Q3: 4,505 shares; 2025Q4: 3,729 shares; 2026Q1: 3,729 shares; 2026Q2: 3,569 shares 3,569 $759K 0.2% -160 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,691 shares; 2024Q4: 2,331 shares; 2025Q1: 2,331 shares; 2025Q2: 2,332 shares; 2025Q3: 2,582 shares; 2025Q4: 2,458 shares; 2026Q1: 2,860 shares; 2026Q2: 2,707 shares 2,707 $732K 0.2% -153 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,719 shares; 2024Q4: 4,704 shares; 2025Q1: 4,704 shares; 2025Q2: 4,696 shares; 2025Q3: 3,382 shares; 2025Q4: 2,774 shares; 2026Q1: 2,654 shares; 2026Q2: 2,756 shares 2,756 $730K 0.2% +102 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,268 shares 21,268 $720K 0.19% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,462 shares; 2024Q4: 14,214 shares; 2025Q1: 14,214 shares; 2025Q2: 10,582 shares; 2025Q3: 10,543 shares; 2025Q4: 8,830 shares; 2026Q1: 10,632 shares; 2026Q2: 9,290 shares 9,290 $701K 0.19% -1,342 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,313 shares; 2024Q4: 6,313 shares; 2025Q1: 6,313 shares; 2025Q2: 6,068 shares; 2025Q3: 6,068 shares; 2025Q4: 5,968 shares; 2026Q1: 5,968 shares; 2026Q2: 5,968 shares 5,968 $700K 0.19% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,020 shares; 2024Q4: 94,459 shares; 2025Q1: 100,296 shares; 2025Q2: 100,611 shares; 2025Q3: 100,126 shares; 2025Q4: 97,739 shares; 2026Q1: 89,252 shares; 2026Q2: 26,567 shares 26,567 $681K 0.18% -62,685 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,307 shares; 2024Q4: 9,307 shares; 2025Q1: 9,307 shares; 2025Q2: 9,307 shares; 2025Q3: 9,307 shares; 2025Q4: 8,507 shares; 2026Q1: 8,507 shares; 2026Q2: 8,607 shares 8,607 $667K 0.18% +100 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,340 shares; 2024Q4: 8,256 shares; 2025Q1: 8,310 shares; 2025Q2: 8,329 shares; 2025Q3: 8,154 shares; 2025Q4: 8,219 shares; 2026Q1: 8,418 shares; 2026Q2: 8,610 shares 8,610 $652K 0.18% +192 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,739 shares; 2024Q4: 9,739 shares; 2025Q1: 9,739 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $642K 0.17% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,110 shares; 2025Q3: 5,111 shares; 2025Q4: 7,478 shares; 2026Q1: 7,355 shares; 2026Q2: 6,757 shares 6,757 $623K 0.17% -598 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,120 shares; 2026Q2: 7,689 shares 7,689 $620K 0.17% +6,569 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,271 shares; 2024Q4: 5,273 shares; 2025Q1: 5,274 shares; 2025Q2: 4,821 shares; 2025Q3: 4,823 shares; 2025Q4: 5,583 shares; 2026Q1: 7,466 shares; 2026Q2: 7,353 shares 7,353 $613K 0.16% -113 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,800 shares; 2026Q2: 20,800 shares 20,800 $609K 0.16% +9,000 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,759 shares; 2024Q4: 7,057 shares; 2025Q1: 6,994 shares; 2025Q2: 6,225 shares; 2025Q3: 6,566 shares; 2025Q4: 8,138 shares; 2026Q1: 8,118 shares; 2026Q2: 7,351 shares 7,351 $608K 0.16% -767 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 3,015 shares; 2026Q1: 4,302 shares; 2026Q2: 4,250 shares 4,250 $600K 0.16% -52 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,205 shares; 2024Q4: 3,405 shares; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 3,405 shares; 2026Q1: 3,603 shares; 2026Q2: 3,601 shares 3,601 $583K 0.16% -2 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,288 shares; 2024Q4: 1,355 shares; 2025Q1: 1,271 shares; 2025Q2: 1,735 shares; 2025Q3: 1,968 shares; 2025Q4: 3,456 shares; 2026Q1: 3,044 shares; 2026Q2: 3,045 shares 3,045 $580K 0.16% +1 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,675 shares 3,675 $577K 0.15% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,458 shares; 2024Q4: 3,889 shares; 2025Q1: 3,796 shares; 2025Q2: 3,824 shares; 2025Q3: 3,851 shares; 2025Q4: 3,887 shares; 2026Q1: 4,505 shares; 2026Q2: 4,524 shares 4,524 $572K 0.15% +19 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,112 shares; 2024Q4: 1,112 shares; 2025Q1: 1,112 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,126 shares; 2026Q1: 1,116 shares; 2026Q2: 1,116 shares 1,116 $558K 0.15% 0 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,563 shares; 2025Q2: 18,563 shares; 2025Q3: 13,672 shares; 2025Q4: 11,113 shares; 2026Q1: 10,608 shares; 2026Q2: 11,113 shares 11,113 $548K 0.15% +505 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,781 shares; 2024Q4: 16,932 shares; 2025Q1: 16,933 shares; 2025Q2: 19,874 shares; 2025Q3: 19,476 shares; 2025Q4: 6,718 shares; 2026Q1: 5,563 shares; 2026Q2: 5,548 shares 5,548 $546K 0.15% -15 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,027 shares; 2024Q4: 13,477 shares; 2025Q1: 13,098 shares; 2025Q2: 13,999 shares; 2025Q3: 12,768 shares; 2025Q4: 12,641 shares; 2026Q1: 12,837 shares; 2026Q2: 12,181 shares 12,181 $542K 0.15% -656 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares; 2025Q4: 8,700 shares; 2026Q1: 8,700 shares; 2026Q2: 8,700 shares 8,700 $530K 0.14% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,815 shares; 2024Q4: 7,039 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,373 shares; 2026Q2: 8,641 shares 8,641 $516K 0.14% +268 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,159 shares; 2026Q1: 3,159 shares; 2026Q2: 3,142 shares 3,142 $513K 0.14% -17 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,500 shares; 2026Q2: 35,100 shares 35,100 $512K 0.14% +20,600 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,440 shares; 2025Q2: 26,009 shares; 2025Q3: 25,979 shares; 2025Q4: 15,530 shares; 2026Q1: 15,015 shares; 2026Q2: 13,063 shares 13,063 $509K 0.14% -1,952 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,744 shares; 2024Q4: 6,982 shares; 2025Q1: 5,523 shares; 2025Q2: 5,743 shares; 2025Q3: 6,532 shares; 2025Q4: 9,448 shares; 2026Q1: 10,540 shares; 2026Q2: 10,510 shares 10,510 $509K 0.14% -30 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,485 shares; 2026Q1: not reported; 2026Q2: 215 shares 215 $489K 0.13% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,536 shares; 2026Q1: 3,651 shares; 2026Q2: 9,111 shares 9,111 $487K 0.13% +5,460 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,405 shares; 2024Q4: 2,405 shares; 2025Q1: 2,405 shares; 2025Q2: 2,405 shares; 2025Q3: 2,405 shares; 2025Q4: 2,405 shares; 2026Q1: 2,405 shares; 2026Q2: 2,405 shares 2,405 $484K 0.13% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,101 shares; 2024Q4: 9,191 shares; 2025Q1: 9,192 shares; 2025Q2: 8,864 shares; 2025Q3: 8,865 shares; 2025Q4: 8,809 shares; 2026Q1: 8,734 shares; 2026Q2: 8,522 shares 8,522 $473K 0.13% -212 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 543 shares; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 407 shares; 2025Q3: 350 shares; 2025Q4: 364 shares; 2026Q1: 495 shares; 2026Q2: 495 shares 495 $463K 0.12% 0 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,925 shares 18,925 $463K 0.12% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,165 shares; 2024Q4: 8,865 shares; 2025Q1: 7,930 shares; 2025Q2: 7,930 shares; 2025Q3: 8,130 shares; 2025Q4: 7,920 shares; 2026Q1: 7,920 shares; 2026Q2: 7,920 shares 7,920 $457K 0.12% 0 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,385 shares; 2026Q2: 12,869 shares 12,869 $449K 0.12% +5,484 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,363 shares; 2024Q4: not reported; 2025Q1: 3,743 shares; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares; 2025Q4: 3,725 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $433K 0.12% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,945 shares; 2024Q4: 7,005 shares; 2025Q1: 6,540 shares; 2025Q2: 6,540 shares; 2025Q3: 6,315 shares; 2025Q4: 6,315 shares; 2026Q1: 6,315 shares; 2026Q2: 6,315 shares 6,315 $427K 0.11% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,542 shares; 2024Q4: 4,826 shares; 2025Q1: 4,301 shares; 2025Q2: 4,301 shares; 2025Q3: not reported; 2025Q4: 1,921 shares; 2026Q1: 3,527 shares; 2026Q2: 3,252 shares 3,252 $418K 0.11% -275 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,667 shares; 2024Q4: 13,991 shares; 2025Q1: 12,919 shares; 2025Q2: 12,193 shares; 2025Q3: 16,288 shares; 2025Q4: 10,421 shares; 2026Q1: 10,772 shares; 2026Q2: 3,241 shares 3,241 $413K 0.11% -7,531 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,224 shares; 2026Q1: 9,880 shares; 2026Q2: 10,023 shares 10,023 $411K 0.11% +143 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,846 shares; 2025Q4: 3,830 shares; 2026Q1: 3,830 shares; 2026Q2: 3,811 shares 3,811 $400K 0.11% -19 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,933 shares; 2025Q4: 1,933 shares; 2026Q1: 1,933 shares; 2026Q2: 1,933 shares 1,933 $396K 0.11% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,206 shares; 2024Q4: 5,096 shares; 2025Q1: 428 shares; 2025Q2: 1,075 shares; 2025Q3: 669 shares; 2025Q4: 1,417 shares; 2026Q1: 1,382 shares; 2026Q2: 923 shares 923 $383K 0.1% -459 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,931 shares; 2024Q4: 16,973 shares; 2025Q1: 16,866 shares; 2025Q2: 16,866 shares; 2025Q3: 16,866 shares; 2025Q4: 17,090 shares; 2026Q1: 17,348 shares; 2026Q2: 15,783 shares 15,783 $380K 0.1% -1,565 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,297 shares; 2024Q4: 2,102 shares; 2025Q1: 2,102 shares; 2025Q2: 2,102 shares; 2025Q3: 1,795 shares; 2025Q4: 1,802 shares; 2026Q1: 2,664 shares; 2026Q2: 2,561 shares 2,561 $376K 0.1% -103 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 769 shares; 2025Q4: 911 shares; 2026Q1: 965 shares; 2026Q2: 965 shares 965 $361K 0.1% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,902 shares; 2024Q4: 2,431 shares; 2025Q1: 2,936 shares; 2025Q2: 2,972 shares; 2025Q3: 2,472 shares; 2025Q4: 2,219 shares; 2026Q1: 1,929 shares; 2026Q2: 1,925 shares 1,925 $356K 0.1% -4 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,697 shares; 2024Q4: 19,676 shares; 2025Q1: 19,641 shares; 2025Q2: 18,514 shares; 2025Q3: 18,739 shares; 2025Q4: 18,725 shares; 2026Q1: 18,635 shares; 2026Q2: 18,459 shares 18,459 $353K 0.09% -176 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,671 shares; 2024Q4: 15,763 shares; 2025Q1: 16,356 shares; 2025Q2: 9,798 shares; 2025Q3: 10,933 shares; 2025Q4: 11,903 shares; 2026Q1: 3,081 shares; 2026Q2: 2,777 shares 2,777 $352K 0.09% -304 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,694 shares; 2024Q4: 38,761 shares; 2025Q1: 38,761 shares; 2025Q2: 29,141 shares; 2025Q3: 29,063 shares; 2025Q4: 26,166 shares; 2026Q1: 21,619 shares; 2026Q2: 11,579 shares 11,579 $349K 0.09% -10,040 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,075 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,143 shares; 2026Q2: 1,143 shares 1,143 $342K 0.09% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: 762 shares; 2025Q4: 766 shares; 2026Q1: 805 shares; 2026Q2: 784 shares 784 $330K 0.09% -21 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,850 shares; 2025Q3: 48,900 shares; 2025Q4: 49,205 shares; 2026Q1: 12,660 shares; 2026Q2: 10,915 shares 10,915 $330K 0.09% -1,745 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,189 shares; 2024Q4: 5,998 shares; 2025Q1: 4,898 shares; 2025Q2: 9,320 shares; 2025Q3: 9,587 shares; 2025Q4: 7,952 shares; 2026Q1: 6,327 shares; 2026Q2: 6,127 shares 6,127 $328K 0.09% -200 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,834 shares; 2025Q4: 1,843 shares; 2026Q1: 1,843 shares; 2026Q2: 1,843 shares 1,843 $325K 0.09% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,300 shares; 2025Q1: not reported; 2025Q2: 1,618 shares; 2025Q3: 1,618 shares; 2025Q4: 1,618 shares; 2026Q1: 1,848 shares; 2026Q2: 1,848 shares 1,848 $321K 0.09% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,529 shares; 2024Q4: 1,535 shares; 2025Q1: 2,163 shares; 2025Q2: 2,148 shares; 2025Q3: 2,148 shares; 2025Q4: 2,153 shares; 2026Q1: 2,153 shares; 2026Q2: 2,046 shares 2,046 $321K 0.09% -107 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,838 shares 3,838 $318K 0.09% new Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,296 shares; 2025Q3: 3,908 shares; 2025Q4: 3,206 shares; 2026Q1: 3,157 shares; 2026Q2: 3,206 shares 3,206 $313K 0.08% +49 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 510 shares; 2026Q2: 404 shares 404 $307K 0.08% -106 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,492 shares; 2024Q4: 10,122 shares; 2025Q1: 9,231 shares; 2025Q2: 9,231 shares; 2025Q3: 9,231 shares; 2025Q4: 9,231 shares; 2026Q1: 9,585 shares; 2026Q2: 9,585 shares 9,585 $304K 0.08% 0 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,300 shares; 2025Q1: 10,300 shares; 2025Q2: 10,300 shares; 2025Q3: 9,300 shares; 2025Q4: 10,000 shares; 2026Q1: 11,750 shares; 2026Q2: 12,650 shares 12,650 $298K 0.08% +900 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,857 shares; 2024Q4: 2,857 shares; 2025Q1: 2,857 shares; 2025Q2: 2,857 shares; 2025Q3: 2,853 shares; 2025Q4: 2,533 shares; 2026Q1: 2,533 shares; 2026Q2: 2,533 shares 2,533 $297K 0.08% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,475 shares 2,475 $296K 0.08% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,078 shares; 2025Q3: 8,078 shares; 2025Q4: 8,078 shares; 2026Q1: 8,240 shares; 2026Q2: 6,915 shares 6,915 $293K 0.08% -1,325 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,912 shares; 2024Q4: 8,874 shares; 2025Q1: 8,880 shares; 2025Q2: 8,181 shares; 2025Q3: 8,188 shares; 2025Q4: 8,167 shares; 2026Q1: 8,060 shares; 2026Q2: 7,936 shares 7,936 $292K 0.08% -124 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,428 shares; 2025Q1: 2,428 shares; 2025Q2: 2,428 shares; 2025Q3: 2,438 shares; 2025Q4: 2,557 shares; 2026Q1: 2,680 shares; 2026Q2: 2,528 shares 2,528 $286K 0.08% -152 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,993 shares; 2025Q3: 5,919 shares; 2025Q4: 5,919 shares; 2026Q1: 6,333 shares; 2026Q2: 7,534 shares 7,534 $286K 0.08% +1,201 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,542 shares; 2026Q1: 5,542 shares; 2026Q2: 5,542 shares 5,542 $280K 0.08% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,245 shares; 2026Q1: 6,165 shares; 2026Q2: 5,561 shares 5,561 $276K 0.07% -604 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,913 shares; 2024Q4: 31,213 shares; 2025Q1: 35,713 shares; 2025Q2: 34,067 shares; 2025Q3: 24,300 shares; 2025Q4: 19,300 shares; 2026Q1: 23,400 shares; 2026Q2: 23,400 shares 23,400 $275K 0.07% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,332 shares; 2025Q3: 1,132 shares; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares; 2026Q2: 1,132 shares 1,132 $274K 0.07% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,847 shares; 2024Q4: not reported; 2025Q1: 1,854 shares; 2025Q2: 3,332 shares; 2025Q3: 4,036 shares; 2025Q4: 3,991 shares; 2026Q1: 3,308 shares; 2026Q2: 2,465 shares 2,465 $269K 0.07% -843 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,198 shares; 2024Q4: 6,038 shares; 2025Q1: 6,038 shares; 2025Q2: 6,038 shares; 2025Q3: 5,007 shares; 2025Q4: 5,007 shares; 2026Q1: 5,099 shares; 2026Q2: 5,402 shares 5,402 $266K 0.07% +303 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,079 shares; 2026Q1: 4,037 shares; 2026Q2: 3,975 shares 3,975 $261K 0.07% -62 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,146 shares 1,146 $257K 0.07% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 266 shares 266 $256K 0.07% new Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,240 shares; 2025Q3: 9,240 shares; 2025Q4: 9,240 shares; 2026Q1: 9,240 shares; 2026Q2: 9,240 shares 9,240 $255K 0.07% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,146 shares 1,146 $253K 0.07% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 561 shares; 2024Q4: 502 shares; 2025Q1: not reported; 2025Q2: 502 shares; 2025Q3: 507 shares; 2025Q4: 507 shares; 2026Q1: 507 shares; 2026Q2: 2,028 shares 2,028 $252K 0.07% +1,521 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,620 shares 3,620 $249K 0.07% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,795 shares; 2025Q3: 13,879 shares; 2025Q4: 13,819 shares; 2026Q1: 13,721 shares; 2026Q2: 13,442 shares 13,442 $247K 0.07% -279 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,183 shares; 2024Q4: 18,315 shares; 2025Q1: 3,395 shares; 2025Q2: 3,295 shares; 2025Q3: 3,295 shares; 2025Q4: 3,358 shares; 2026Q1: 3,499 shares; 2026Q2: 3,003 shares 3,003 $244K 0.07% -496 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 206 shares 206 $242K 0.07% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 375 shares 375 $240K 0.06% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,295 shares; 2026Q2: 1,280 shares 1,280 $232K 0.06% -15 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,680 shares; 2024Q4: 11,103 shares; 2025Q1: 10,779 shares; 2025Q2: 10,191 shares; 2025Q3: 12,836 shares; 2025Q4: 1,650 shares; 2026Q1: 1,429 shares; 2026Q2: 1,389 shares 1,389 $232K 0.06% -40 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,001 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,695 shares; 2026Q1: 26,707 shares; 2026Q2: 26,489 shares 26,489 $230K 0.06% -218 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 287 shares 287 $229K 0.06% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,715 shares; 2026Q1: 3,120 shares; 2026Q2: 2,945 shares 2,945 $227K 0.06% -175 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 945 shares; 2026Q1: 933 shares; 2026Q2: 917 shares 917 $222K 0.06% -16 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,938 shares 3,938 $217K 0.06% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,782 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,485 shares; 2025Q3: 2,485 shares; 2025Q4: 14,290 shares; 2026Q1: 19,925 shares; 2026Q2: 2,685 shares 2,685 $212K 0.06% -17,240 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,545 shares 1,545 $211K 0.06% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,351 shares; 2025Q2: 1,351 shares; 2025Q3: 1,351 shares; 2025Q4: 1,368 shares; 2026Q1: 1,424 shares; 2026Q2: 898 shares 898 $204K 0.05% -526 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,581 shares; 2025Q2: 2,585 shares; 2025Q3: 2,499 shares; 2025Q4: 1,663 shares; 2026Q1: 1,658 shares; 2026Q2: 1,726 shares 1,726 $201K 0.05% +68 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,430 shares; 2026Q1: 3,370 shares; 2026Q2: 3,370 shares 3,370 $201K 0.05% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101 shares 101 $200K 0.05% new Timeline