AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 187,354 shares; 2024Q1: 187,406 shares; 2024Q2: 174,705 shares; 2024Q3: 174,072 shares; 2024Q4: 171,849 shares; 2025Q1: 168,032 shares; 2025Q2: 144,796 shares; 2025Q3: 19,622 shares 19,622 $5M 6.01% -125,174 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 23,586 shares; 2024Q1: 27,430 shares; 2024Q2: 26,426 shares; 2024Q3: 27,102 shares; 2024Q4: 26,754 shares; 2025Q1: 26,237 shares; 2025Q2: 25,329 shares; 2025Q3: 7,839 shares 7,839 $4.06M 4.88% -17,490 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; 2023Q4: 20,273 shares; 2024Q1: 20,330 shares; 2024Q2: 20,571 shares; 2024Q3: 15,667 shares; 2024Q4: 15,479 shares; 2025Q1: 31,276 shares; 2025Q2: 30,495 shares; 2025Q3: 22,998 shares 22,998 $3.53M 4.25% -7,497 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; 2023Q4: 91,085 shares; 2024Q1: 91,133 shares; 2024Q2: 90,546 shares; 2024Q3: 88,347 shares; 2024Q4: 89,003 shares; 2025Q1: 86,145 shares; 2025Q2: 77,836 shares; 2025Q3: 13,244 shares 13,244 $2.91M 3.5% -64,592 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; 2023Q4: 16,249 shares; 2024Q1: 17,028 shares; 2024Q2: 17,963 shares; 2024Q3: 18,035 shares; 2024Q4: 18,020 shares; 2025Q1: 18,370 shares; 2025Q2: 17,895 shares; 2025Q3: 8,039 shares 8,039 $2.54M 3.05% -9,856 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 47,079 shares; 2024Q1: 46,696 shares; 2024Q2: 46,613 shares; 2024Q3: 44,807 shares; 2024Q4: 45,544 shares; 2025Q1: 44,837 shares; 2025Q2: 38,630 shares; 2025Q3: 9,504 shares 9,504 $2.31M 2.78% -29,126 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,712 shares; 2024Q1: 18,014 shares; 2024Q2: 182,019 shares; 2024Q3: 185,969 shares; 2024Q4: 185,781 shares; 2025Q1: 181,859 shares; 2025Q2: 156,625 shares; 2025Q3: 11,605 shares 11,605 $2.17M 2.6% -145,020 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; 2023Q4: 7,539 shares; 2024Q1: 9,373 shares; 2024Q2: 9,719 shares; 2024Q3: 9,716 shares; 2024Q4: 11,290 shares; 2025Q1: 12,888 shares; 2025Q2: 11,831 shares; 2025Q3: 3,475 shares 3,475 $2.13M 2.56% -8,356 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; 2023Q4: 15,731 shares; 2024Q1: 15,823 shares; 2024Q2: 15,514 shares; 2024Q3: 15,509 shares; 2024Q4: 15,469 shares; 2025Q1: 14,620 shares; 2025Q2: 13,598 shares; 2025Q3: 1,954 shares 1,954 $1.81M 2.17% -11,644 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,904 shares; 2024Q1: 12,984 shares; 2024Q2: 13,129 shares; 2024Q3: 13,280 shares; 2024Q4: 13,020 shares; 2025Q1: 12,920 shares; 2025Q2: 12,929 shares; 2025Q3: 9,630 shares 9,630 $1.65M 1.98% -3,299 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; 2023Q4: 15,377 shares; 2024Q1: 16,360 shares; 2024Q2: 16,326 shares; 2024Q3: 16,348 shares; 2024Q4: 15,980 shares; 2025Q1: 16,112 shares; 2025Q2: 15,561 shares; 2025Q3: 3,032 shares 3,032 $1.52M 1.83% -12,529 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; 2023Q4: 5,361 shares; 2024Q1: 5,316 shares; 2024Q2: 6,243 shares; 2024Q3: 12,227 shares; 2024Q4: 12,599 shares; 2025Q1: 9,291 shares; 2025Q2: 5,557 shares; 2025Q3: 4,945 shares 4,945 $1.39M 1.68% -612 Timeline SPHD 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; 2023Q4: 19,665 shares; 2024Q1: 19,670 shares; 2024Q2: 19,596 shares; 2024Q3: 48,571 shares; 2024Q4: 20,674 shares; 2025Q1: 20,447 shares; 2025Q2: 21,619 shares; 2025Q3: 23,967 shares 23,967 $1.19M 1.42% +2,348 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; 2023Q4: 3,004 shares; 2024Q1: 3,596 shares; 2024Q2: 6,560 shares; 2024Q3: 5,765 shares; 2024Q4: 11,223 shares; 2025Q1: 9,970 shares; 2025Q2: 9,194 shares; 2025Q3: 1,966 shares 1,966 $1.18M 1.42% -7,228 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 22,351 shares; 2024Q1: 20,878 shares; 2024Q2: 17,868 shares; 2024Q3: 13,464 shares; 2024Q4: 13,056 shares; 2025Q1: 13,002 shares; 2025Q2: 13,002 shares; 2025Q3: 12,558 shares 12,558 $1.14M 1.37% -444 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 16,820 shares; 2024Q1: 16,862 shares; 2024Q2: 17,559 shares; 2024Q3: 18,091 shares; 2024Q4: 18,966 shares; 2025Q1: 18,728 shares; 2025Q2: 18,429 shares; 2025Q3: 4,030 shares 4,030 $1.13M 1.36% -14,399 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; 2023Q4: not reported; 2024Q1: 20,321 shares; 2024Q2: 22,981 shares; 2024Q3: 25,263 shares; 2024Q4: 22,808 shares; 2025Q1: 23,267 shares; 2025Q2: 20,432 shares; 2025Q3: 18,717 shares 18,717 $1.12M 1.35% -1,715 Timeline XLV 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; 2023Q4: 6,473 shares; 2024Q1: 6,452 shares; 2024Q2: 6,519 shares; 2024Q3: 6,668 shares; 2024Q4: 6,344 shares; 2025Q1: 6,594 shares; 2025Q2: 6,642 shares; 2025Q3: 7,878 shares 7,878 $1.1M 1.32% +1,236 Timeline XLU 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; 2023Q4: 17,032 shares; 2024Q1: 12,026 shares; 2024Q2: 21,308 shares; 2024Q3: 18,506 shares; 2024Q4: 11,405 shares; 2025Q1: 12,189 shares; 2025Q2: 12,191 shares; 2025Q3: 12,565 shares 12,565 $1.1M 1.32% +374 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; 2023Q4: 13,507 shares; 2024Q1: 18,687 shares; 2024Q2: 18,622 shares; 2024Q3: 18,526 shares; 2024Q4: 18,578 shares; 2025Q1: 18,220 shares; 2025Q2: 17,534 shares; 2025Q3: 9,715 shares 9,715 $1.1M 1.32% -7,819 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 53,611 shares; 2024Q1: 112,011 shares; 2024Q2: 133,142 shares; 2024Q3: 150,220 shares; 2024Q4: 150,157 shares; 2025Q1: 162,303 shares; 2025Q2: 161,655 shares; 2025Q3: 32,608 shares 32,608 $1.09M 1.31% -129,047 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 16,388 shares; 2024Q1: 19,834 shares; 2024Q2: 19,930 shares; 2024Q3: 20,315 shares; 2024Q4: 19,363 shares; 2025Q1: 20,145 shares; 2025Q2: 23,601 shares; 2025Q3: 3,035 shares 3,035 $996K 1.2% -20,566 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; 2023Q4: 7,127 shares; 2024Q1: 8,216 shares; 2024Q2: 7,826 shares; 2024Q3: 10,183 shares; 2024Q4: 11,303 shares; 2025Q1: 12,443 shares; 2025Q2: 4,863 shares; 2025Q3: 4,386 shares 4,386 $946K 1.14% -477 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,102 shares; 2024Q1: 13,540 shares; 2024Q2: 13,309 shares; 2024Q3: 13,075 shares; 2024Q4: 12,546 shares; 2025Q1: 11,900 shares; 2025Q2: 7,195 shares; 2025Q3: 4,037 shares 4,037 $935K 1.12% -3,158 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; 2023Q4: 17,695 shares; 2024Q1: 19,309 shares; 2024Q2: 21,113 shares; 2024Q3: 18,244 shares; 2024Q4: 18,032 shares; 2025Q1: 20,214 shares; 2025Q2: 18,805 shares; 2025Q3: 1,392 shares 1,392 $928K 1.11% -17,413 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,462 shares; 2024Q1: 1,533 shares; 2024Q2: 2,063 shares; 2024Q3: 2,063 shares; 2024Q4: 2,103 shares; 2025Q1: 2,103 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200 $910K 1.09% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,871 shares; 2024Q1: 8,841 shares; 2024Q2: 8,465 shares; 2024Q3: 8,714 shares; 2024Q4: 8,190 shares; 2025Q1: 8,587 shares; 2025Q2: 8,589 shares; 2025Q3: 10,339 shares 10,339 $882K 1.06% +1,750 Timeline XLP 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; 2023Q4: 11,369 shares; 2024Q1: 11,395 shares; 2024Q2: 10,691 shares; 2024Q3: 16,958 shares; 2024Q4: 10,981 shares; 2025Q1: 11,032 shares; 2025Q2: 11,273 shares; 2025Q3: 11,198 shares 11,198 $878K 1.05% -75 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,126 shares; 2024Q1: 12,828 shares; 2024Q2: 12,612 shares; 2024Q3: 12,061 shares; 2024Q4: 12,011 shares; 2025Q1: 34,460 shares; 2025Q2: 6,249 shares; 2025Q3: 4,597 shares 4,597 $852K 1.02% -1,652 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,950 shares; 2024Q1: 1,979 shares; 2024Q2: 2,441 shares; 2024Q3: 2,656 shares; 2024Q4: 2,649 shares; 2025Q1: 2,505 shares; 2025Q2: 2,155 shares; 2025Q3: 1,665 shares 1,665 $794K 0.95% -490 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; 2023Q4: 4,119 shares; 2024Q1: 4,380 shares; 2024Q2: 4,385 shares; 2024Q3: 4,509 shares; 2024Q4: 4,381 shares; 2025Q1: 4,283 shares; 2025Q2: 2,631 shares; 2025Q3: 1,572 shares 1,572 $785K 0.94% -1,059 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,163 shares; 2024Q1: 30,546 shares; 2024Q2: 29,191 shares; 2024Q3: 31,158 shares; 2024Q4: 28,103 shares; 2025Q1: 30,626 shares; 2025Q2: 30,098 shares; 2025Q3: 7,532 shares 7,532 $776K 0.93% -22,566 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 28,918 shares; 2024Q2: 33,010 shares; 2024Q3: 33,704 shares; 2024Q4: 28,994 shares; 2025Q1: 29,507 shares; 2025Q2: 28,226 shares; 2025Q3: 27,586 shares 27,586 $762K 0.92% -640 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,328 shares; 2024Q1: 7,378 shares; 2024Q2: 7,117 shares; 2024Q3: 7,407 shares; 2024Q4: 7,376 shares; 2025Q1: 7,408 shares; 2025Q2: 6,844 shares; 2025Q3: 4,852 shares 4,852 $753K 0.91% -1,992 Timeline XLE 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; 2023Q4: 8,702 shares; 2024Q1: 11,210 shares; 2024Q2: 9,771 shares; 2024Q3: 9,051 shares; 2024Q4: 7,887 shares; 2025Q1: 8,245 shares; 2025Q2: 8,128 shares; 2025Q3: 7,791 shares 7,791 $696K 0.84% -337 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,211 shares; 2024Q1: 5,310 shares; 2024Q2: 5,086 shares; 2024Q3: 5,282 shares; 2024Q4: 5,159 shares; 2025Q1: 6,213 shares; 2025Q2: 4,996 shares; 2025Q3: 2,263 shares 2,263 $688K 0.83% -2,733 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,340 shares; 2024Q1: 8,379 shares; 2024Q2: 8,067 shares; 2024Q3: 8,533 shares; 2024Q4: 8,056 shares; 2025Q1: 8,615 shares; 2025Q2: 9,789 shares; 2025Q3: 10,281 shares 10,281 $685K 0.82% +492 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,974 shares; 2024Q1: 11,284 shares; 2024Q2: 10,256 shares; 2024Q3: 11,119 shares; 2024Q4: 9,663 shares; 2025Q1: 12,253 shares; 2025Q2: 13,543 shares; 2025Q3: 7,457 shares 7,457 $682K 0.82% -6,086 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 16,991 shares; 2024Q1: 17,387 shares; 2024Q2: 16,979 shares; 2024Q3: 17,262 shares; 2024Q4: 17,151 shares; 2025Q1: 16,947 shares; 2025Q2: 12,016 shares; 2025Q3: 4,362 shares 4,362 $613K 0.74% -7,654 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,775 shares; 2024Q1: 4,720 shares; 2024Q2: 4,455 shares; 2024Q3: 4,786 shares; 2024Q4: 4,442 shares; 2025Q1: 4,906 shares; 2025Q2: 4,757 shares; 2025Q3: 5,877 shares 5,877 $606K 0.73% +1,120 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; 2023Q4: 18,927 shares; 2024Q1: 18,906 shares; 2024Q2: 20,676 shares; 2024Q3: 20,614 shares; 2024Q4: 20,769 shares; 2025Q1: 19,652 shares; 2025Q2: 18,703 shares; 2025Q3: 12,717 shares 12,717 $559K 0.67% -5,986 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; 2023Q4: 7,441 shares; 2024Q1: 7,791 shares; 2024Q2: 7,132 shares; 2024Q3: 9,832 shares; 2024Q4: 8,022 shares; 2025Q1: 7,796 shares; 2025Q2: 7,651 shares; 2025Q3: 3,418 shares 3,418 $554K 0.67% -4,233 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,660 shares; 2024Q1: 9,716 shares; 2024Q2: 9,473 shares; 2024Q3: 10,120 shares; 2024Q4: 9,889 shares; 2025Q1: 9,526 shares; 2025Q2: 9,094 shares; 2025Q3: 945 shares 945 $538K 0.65% -8,149 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,894 shares; 2024Q1: 2,019 shares; 2024Q2: 2,052 shares; 2024Q3: 2,005 shares; 2024Q4: 1,980 shares; 2025Q1: 1,915 shares; 2025Q2: 1,830 shares; 2025Q3: 1,141 shares 1,141 $529K 0.64% -689 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; 2023Q4: 2,255 shares; 2024Q1: 2,274 shares; 2024Q2: 1,983 shares; 2024Q3: 2,238 shares; 2024Q4: 2,261 shares; 2025Q1: 2,192 shares; 2025Q2: 1,807 shares; 2025Q3: 1,844 shares 1,844 $520K 0.63% +37 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,391 shares; 2024Q1: 5,888 shares; 2024Q2: 6,113 shares; 2024Q3: 6,876 shares; 2024Q4: 6,973 shares; 2025Q1: 7,512 shares; 2025Q2: 5,155 shares; 2025Q3: 3,186 shares 3,186 $515K 0.62% -1,969 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,951 shares; 2024Q1: 1,953 shares; 2024Q2: 1,935 shares; 2024Q3: 2,321 shares; 2024Q4: 2,336 shares; 2025Q1: 2,336 shares; 2025Q2: 2,330 shares; 2025Q3: 1,485 shares 1,485 $514K 0.62% -845 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 16,532 shares; 2024Q1: 17,609 shares; 2024Q2: 19,415 shares; 2024Q3: 28,693 shares; 2024Q4: 28,933 shares; 2025Q1: 19,863 shares; 2025Q2: 20,876 shares; 2025Q3: 18,061 shares 18,061 $510K 0.61% -2,815 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 31,967 shares; 2024Q1: 33,478 shares; 2024Q2: 31,740 shares; 2024Q3: 36,314 shares; 2024Q4: 37,911 shares; 2025Q1: 36,924 shares; 2025Q2: 34,216 shares; 2025Q3: 19,342 shares 19,342 $493K 0.59% -14,874 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,162 shares; 2024Q1: 4,780 shares; 2024Q2: 4,590 shares; 2024Q3: 4,619 shares; 2024Q4: 4,619 shares; 2025Q1: 4,663 shares; 2025Q2: 4,540 shares; 2025Q3: 3,678 shares 3,678 $482K 0.58% -862 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,795 shares; 2024Q1: 4,776 shares; 2024Q2: 4,713 shares; 2024Q3: 4,915 shares; 2024Q4: 4,970 shares; 2025Q1: 4,894 shares; 2025Q2: 4,674 shares; 2025Q3: 2,000 shares 2,000 $473K 0.57% -2,674 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; 2023Q4: 10,915 shares; 2024Q1: 11,293 shares; 2024Q2: 12,138 shares; 2024Q3: 12,526 shares; 2024Q4: 12,401 shares; 2025Q1: 10,430 shares; 2025Q2: 8,188 shares; 2025Q3: 1,149 shares 1,149 $466K 0.56% -7,039 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; 2023Q4: 127,834 shares; 2024Q1: 98,921 shares; 2024Q2: 102,999 shares; 2024Q3: 74,232 shares; 2024Q4: 85,821 shares; 2025Q1: 77,752 shares; 2025Q2: 42,177 shares; 2025Q3: 4,995 shares 4,995 $458K 0.55% -37,182 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,847 shares; 2024Q1: 10,909 shares; 2024Q2: 11,221 shares; 2024Q3: 10,742 shares; 2024Q4: 11,588 shares; 2025Q1: 11,608 shares; 2025Q2: 10,539 shares; 2025Q3: 6,655 shares 6,655 $440K 0.53% -3,884 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 940 shares; 2025Q1: 945 shares; 2025Q2: 907 shares; 2025Q3: 375 shares 375 $437K 0.53% -532 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,768 shares; 2024Q1: 10,244 shares; 2024Q2: 8,888 shares; 2024Q3: 9,593 shares; 2024Q4: 9,248 shares; 2025Q1: 9,099 shares; 2025Q2: 4,075 shares; 2025Q3: 2,620 shares 2,620 $436K 0.52% -1,455 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,488 shares; 2025Q2: 6,866 shares; 2025Q3: 5,564 shares 5,564 $425K 0.51% -1,302 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; 2023Q4: 15,608 shares; 2024Q1: 14,815 shares; 2024Q2: 15,551 shares; 2024Q3: 13,930 shares; 2024Q4: 13,889 shares; 2025Q1: 13,778 shares; 2025Q2: 12,983 shares; 2025Q3: 6,203 shares 6,203 $424K 0.51% -6,780 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18,556 shares; 2024Q1: 18,831 shares; 2024Q2: 18,801 shares; 2024Q3: 19,278 shares; 2024Q4: 18,992 shares; 2025Q1: 18,181 shares; 2025Q2: 15,451 shares; 2025Q3: 1,242 shares 1,242 $424K 0.51% -14,209 Timeline XLY 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; 2023Q4: 1,825 shares; 2024Q1: 1,825 shares; 2024Q2: 2,375 shares; 2024Q3: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: 2,372 shares; 2025Q2: 2,247 shares; 2025Q3: 1,737 shares 1,737 $416K 0.5% -510 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,740 shares; 2024Q1: 15,235 shares; 2024Q2: 16,206 shares; 2024Q3: 17,686 shares; 2024Q4: 17,340 shares; 2025Q1: 15,210 shares; 2025Q2: 6,605 shares; 2025Q3: 4,390 shares 4,390 $416K 0.5% -2,215 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,481 shares; 2024Q3: 13,481 shares; 2024Q4: 13,481 shares; 2025Q1: 13,481 shares; 2025Q2: 21,022 shares; 2025Q3: 20,921 shares 20,921 $415K 0.5% -101 Timeline RDVI 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,520 shares; 2025Q3: 15,880 shares 15,880 $410K 0.49% +2,360 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,338 shares; 2025Q3: 16,831 shares 16,831 $409K 0.49% -507 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,827 shares; 2024Q1: 8,833 shares; 2024Q2: 8,410 shares; 2024Q3: 8,224 shares; 2024Q4: 8,241 shares; 2025Q1: 8,249 shares; 2025Q2: 9,765 shares; 2025Q3: 9,777 shares 9,777 $407K 0.49% +12 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; 2023Q4: 5,412 shares; 2024Q1: 6,065 shares; 2024Q2: 6,190 shares; 2024Q3: 6,868 shares; 2024Q4: 7,185 shares; 2025Q1: 6,992 shares; 2025Q2: 6,700 shares; 2025Q3: 3,225 shares 3,225 $399K 0.48% -3,475 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; 2023Q4: 14,414 shares; 2024Q1: 15,573 shares; 2024Q2: 13,628 shares; 2024Q3: 15,715 shares; 2024Q4: 15,739 shares; 2025Q1: 15,346 shares; 2025Q2: 14,459 shares; 2025Q3: 5,938 shares 5,938 $394K 0.47% -8,521 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,400 shares; 2024Q1: 1,327 shares; 2024Q2: 1,145 shares; 2024Q3: 1,536 shares; 2024Q4: 1,459 shares; 2025Q1: 1,572 shares; 2025Q2: 854 shares; 2025Q3: 582 shares 582 $390K 0.47% -272 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 16,933 shares; 2024Q1: 14,841 shares; 2024Q2: 14,861 shares; 2024Q3: 15,021 shares; 2024Q4: 15,275 shares; 2025Q1: 17,681 shares; 2025Q2: 8,252 shares; 2025Q3: 8,612 shares 8,612 $379K 0.46% +360 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 13,523 shares; 2024Q2: 15,333 shares; 2024Q3: 21,643 shares; 2024Q4: 21,643 shares; 2025Q1: 19,520 shares; 2025Q2: 16,664 shares; 2025Q3: 14,564 shares 14,564 $367K 0.44% -2,100 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; 2023Q4: 14,804 shares; 2024Q1: 14,154 shares; 2024Q2: 14,482 shares; 2024Q3: 14,460 shares; 2024Q4: 24,118 shares; 2025Q1: 12,898 shares; 2025Q2: 12,761 shares; 2025Q3: 6,660 shares 6,660 $359K 0.43% -6,101 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; 2023Q4: not reported; 2024Q1: 1,703 shares; 2024Q2: 1,898 shares; 2024Q3: 1,791 shares; 2024Q4: 3,776 shares; 2025Q1: 4,501 shares; 2025Q2: not reported; 2025Q3: 1,750 shares 1,750 $356K 0.43% new 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; 2023Q4: 1,911 shares; 2024Q1: 2,192 shares; 2024Q2: 2,402 shares; 2024Q3: 2,725 shares; 2024Q4: 2,547 shares; 2025Q1: 2,588 shares; 2025Q2: 2,524 shares; 2025Q3: 460 shares 460 $351K 0.42% -2,064 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 873 shares; 2024Q1: 873 shares; 2024Q2: 870 shares; 2024Q3: 873 shares; 2024Q4: 886 shares; 2025Q1: 823 shares; 2025Q2: 820 shares; 2025Q3: 820 shares 820 $346K 0.42% 0 Timeline LQTI 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,300 shares; 2025Q3: 16,800 shares 16,800 $343K 0.41% +2,500 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,751 shares; 2024Q1: 4,751 shares; 2024Q2: 4,746 shares; 2024Q3: 4,036 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,935 shares; 2025Q3: 4,610 shares 4,610 $339K 0.41% -14,325 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 240 shares; 2024Q1: 240 shares; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $330K 0.4% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,775 shares; 2025Q2: 3,733 shares; 2025Q3: 3,660 shares 3,660 $329K 0.39% -73 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,762 shares; 2024Q1: 2,754 shares; 2024Q2: 2,754 shares; 2024Q3: 2,590 shares; 2024Q4: 2,590 shares; 2025Q1: 2,590 shares; 2025Q2: 2,587 shares; 2025Q3: 1,658 shares 1,658 $328K 0.39% -929 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,310 shares; 2024Q1: 4,731 shares; 2024Q2: 4,334 shares; 2024Q3: 4,337 shares; 2024Q4: 4,355 shares; 2025Q1: 4,487 shares; 2025Q2: 3,486 shares; 2025Q3: 1,913 shares 1,913 $320K 0.38% -1,573 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,770 shares; 2024Q1: 11,770 shares; 2024Q2: 11,848 shares; 2024Q3: 11,648 shares; 2024Q4: 11,348 shares; 2025Q1: 6,418 shares; 2025Q2: 6,388 shares; 2025Q3: 5,420 shares 5,420 $319K 0.38% -968 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; 2023Q4: 2,019 shares; 2024Q1: 2,166 shares; 2024Q2: 2,936 shares; 2024Q3: 3,279 shares; 2024Q4: 3,703 shares; 2025Q1: 3,729 shares; 2025Q2: 2,764 shares; 2025Q3: 434 shares 434 $319K 0.38% -2,330 Timeline JEPI 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,397 shares; 2024Q3: 4,405 shares; 2024Q4: 4,750 shares; 2025Q1: 4,854 shares; 2025Q2: 5,486 shares; 2025Q3: 5,456 shares 5,456 $312K 0.37% -30 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,265 shares; 2024Q1: 7,322 shares; 2024Q2: 7,977 shares; 2024Q3: 6,746 shares; 2024Q4: 6,814 shares; 2025Q1: 7,098 shares; 2025Q2: 6,924 shares; 2025Q3: 6,749 shares 6,749 $311K 0.37% -175 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; 2023Q4: 1,973 shares; 2024Q1: 2,017 shares; 2024Q2: 2,373 shares; 2024Q3: 2,496 shares; 2024Q4: 2,563 shares; 2025Q1: 2,921 shares; 2025Q2: 2,573 shares; 2025Q3: 1,570 shares 1,570 $293K 0.35% -1,003 Timeline EPRF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18,073 shares; 2024Q1: 18,428 shares; 2024Q2: 18,428 shares; 2024Q3: 19,588 shares; 2024Q4: 18,238 shares; 2025Q1: 18,238 shares; 2025Q2: 18,676 shares; 2025Q3: 15,831 shares 15,831 $289K 0.35% -2,845 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; 2023Q4: 8,127 shares; 2024Q1: 8,257 shares; 2024Q2: 10,019 shares; 2024Q3: 10,048 shares; 2024Q4: 9,436 shares; 2025Q1: 8,179 shares; 2025Q2: 7,659 shares; 2025Q3: 3,276 shares 3,276 $275K 0.33% -4,383 Timeline FDL 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; 2023Q4: 17,814 shares; 2024Q1: 17,814 shares; 2024Q2: 16,290 shares; 2024Q3: 7,270 shares; 2024Q4: 6,275 shares; 2025Q1: 6,275 shares; 2025Q2: 6,275 shares; 2025Q3: 6,275 shares 6,275 $272K 0.33% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,300 shares; 2024Q1: 6,300 shares; 2024Q2: 6,200 shares; 2024Q3: 6,200 shares; 2024Q4: 6,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares 5,400 $270K 0.32% 0 Timeline XIMR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,825 shares; 2025Q3: 8,625 shares 8,625 $269K 0.32% -1,200 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,277 shares; 2025Q1: 7,082 shares; 2025Q2: 7,342 shares; 2025Q3: 1,469 shares 1,469 $268K 0.32% -5,873 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,678 shares; 2024Q1: 2,678 shares; 2024Q2: 2,547 shares; 2024Q3: 2,547 shares; 2024Q4: 2,572 shares; 2025Q1: 2,672 shares; 2025Q2: 2,766 shares; 2025Q3: 2,640 shares 2,640 $265K 0.32% -126 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,545 shares; 2024Q3: 4,545 shares; 2024Q4: 4,845 shares; 2025Q1: 5,445 shares; 2025Q2: 5,445 shares; 2025Q3: 5,445 shares 5,445 $264K 0.32% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 850 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 850 shares 850 $260K 0.31% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,765 shares; 2024Q1: 6,632 shares; 2024Q2: 6,712 shares; 2024Q3: 6,712 shares; 2024Q4: 6,712 shares; 2025Q1: 6,712 shares; 2025Q2: 6,315 shares; 2025Q3: 5,094 shares 5,094 $257K 0.31% -1,221 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 977 shares; 2024Q1: 977 shares; 2024Q2: 975 shares; 2024Q3: 977 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 975 shares; 2025Q3: 850 shares 850 $255K 0.31% -125 Timeline RDVY 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; 2023Q4: 39,028 shares; 2024Q1: 58,346 shares; 2024Q2: 57,759 shares; 2024Q3: 52,069 shares; 2024Q4: 49,240 shares; 2025Q1: 50,770 shares; 2025Q2: 47,305 shares; 2025Q3: 3,709 shares 3,709 $249K 0.3% -43,596 Timeline FTXL 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; 2023Q4: 4,226 shares; 2024Q1: not reported; 2024Q2: 5,210 shares; 2024Q3: 5,040 shares; 2024Q4: 4,396 shares; 2025Q1: 4,393 shares; 2025Q2: 3,977 shares; 2025Q3: 2,216 shares 2,216 $248K 0.3% -1,761 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; 2023Q4: 1,893 shares; 2024Q1: 1,823 shares; 2024Q2: 1,828 shares; 2024Q3: 1,828 shares; 2024Q4: 1,823 shares; 2025Q1: 2,302 shares; 2025Q2: 1,849 shares; 2025Q3: 309 shares 309 $246K 0.3% -1,540 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,715 shares; 2025Q3: 4,815 shares 4,815 $245K 0.29% -900 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,286 shares; 2024Q1: 7,576 shares; 2024Q2: 7,374 shares; 2024Q3: 7,444 shares; 2024Q4: 7,431 shares; 2025Q1: 7,248 shares; 2025Q2: 7,037 shares; 2025Q3: 990 shares 990 $241K 0.29% -6,047 Timeline RSJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,000 shares; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000 $237K 0.28% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,946 shares; 2024Q1: 3,268 shares; 2024Q2: 2,772 shares; 2024Q3: 2,624 shares; 2024Q4: 2,241 shares; 2025Q1: 2,084 shares; 2025Q2: 2,068 shares; 2025Q3: 501 shares 501 $229K 0.28% -1,567 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,142 shares; 2024Q1: 2,041 shares; 2024Q2: 2,052 shares; 2024Q3: 2,302 shares; 2024Q4: 2,279 shares; 2025Q1: 2,285 shares; 2025Q2: 2,114 shares; 2025Q3: 1,698 shares 1,698 $227K 0.27% -416 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,381 shares; 2024Q1: 1,393 shares; 2024Q2: 1,393 shares; 2024Q3: 1,362 shares; 2024Q4: not reported; 2025Q1: 1,423 shares; 2025Q2: 1,281 shares; 2025Q3: 1,169 shares 1,169 $225K 0.27% -112 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,375 shares; 2025Q3: 2,339 shares 2,339 $218K 0.26% -36 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,600 shares 9,600 $218K 0.26% new Timeline JEPQ 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,971 shares; 2025Q3: 3,740 shares 3,740 $215K 0.26% -231 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 20,173 shares; 2024Q1: 19,484 shares; 2024Q2: 13,668 shares; 2024Q3: 10,217 shares; 2024Q4: 5,897 shares; 2025Q1: 3,847 shares; 2025Q2: 4,228 shares; 2025Q3: 2,850 shares 2,850 $215K 0.26% -1,378 Timeline KNG 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; 2023Q4: 10,940 shares; 2024Q1: 11,868 shares; 2024Q2: 8,988 shares; 2024Q3: 3,839 shares; 2024Q4: 6,229 shares; 2025Q1: 7,682 shares; 2025Q2: 6,482 shares; 2025Q3: 4,340 shares 4,340 $214K 0.26% -2,142 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; 2023Q4: 2,200 shares; 2024Q1: 1,697 shares; 2024Q2: 1,334 shares; 2024Q3: 2,068 shares; 2024Q4: 2,291 shares; 2025Q1: 2,777 shares; 2025Q2: 1,226 shares; 2025Q3: 725 shares 725 $213K 0.26% -501 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,782 shares; 2024Q1: 7,685 shares; 2024Q2: 7,089 shares; 2024Q3: 6,793 shares; 2024Q4: 6,650 shares; 2025Q1: 6,652 shares; 2025Q2: 5,948 shares; 2025Q3: 5,688 shares 5,688 $212K 0.25% -260 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,040 shares; 2024Q1: 6,211 shares; 2024Q2: 5,722 shares; 2024Q3: 6,486 shares; 2024Q4: 6,491 shares; 2025Q1: 6,165 shares; 2025Q2: 6,154 shares; 2025Q3: 4,116 shares 4,116 $208K 0.25% -2,038 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 176,340 shares; 2024Q1: 155,952 shares; 2024Q2: 109,020 shares; 2024Q3: 125,782 shares; 2024Q4: 77,760 shares; 2025Q1: 100,100 shares; 2025Q2: 85,253 shares; 2025Q3: 4,119 shares 4,119 $207K 0.25% -81,134 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,781 shares; 2024Q1: 2,820 shares; 2024Q2: 2,678 shares; 2024Q3: 3,022 shares; 2024Q4: 3,202 shares; 2025Q1: 3,121 shares; 2025Q2: 2,538 shares; 2025Q3: 1,300 shares 1,300 $207K 0.25% -1,238 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,201 shares; 2024Q1: 13,770 shares; 2024Q2: 14,309 shares; 2024Q3: 15,208 shares; 2024Q4: 15,353 shares; 2025Q1: 15,050 shares; 2025Q2: 7,807 shares; 2025Q3: 2,702 shares 2,702 $204K 0.25% -5,105 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 2,470 shares; 2024Q2: 2,472 shares; 2024Q3: 2,473 shares; 2024Q4: 2,612 shares; 2025Q1: 2,519 shares; 2025Q2: 2,378 shares; 2025Q3: 1,800 shares 1,800 $203K 0.24% -578 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,616 shares 4,616 $201K 0.24% new Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,319 shares; 2025Q3: 13,384 shares 13,384 $200K 0.24% +65 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,594 shares; 2024Q1: 22,726 shares; 2024Q2: 22,769 shares; 2024Q3: 22,811 shares; 2024Q4: 22,853 shares; 2025Q1: 23,398 shares; 2025Q2: 24,345 shares; 2025Q3: 22,836 shares 22,836 $172K 0.21% -1,509 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 27,974 shares; 2024Q1: 27,974 shares; 2024Q2: 31,904 shares; 2024Q3: 31,904 shares; 2024Q4: 31,904 shares; 2025Q1: 31,904 shares; 2025Q2: 31,904 shares; 2025Q3: 25,904 shares 25,904 $134K 0.16% -6,000 Timeline