SPYG 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: 345,165 shares; 2024Q4: 371,987 shares; 2025Q1: 402,817 shares; 2025Q2: 392,599 shares; 2025Q3: 313,521 shares; 2025Q4: 326,086 shares; 2026Q1: 321,545 shares; 2026Q2: 315,334 shares 315,334 $37.5M 14.61% -6,211 Timeline SPYV 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: 357,393 shares; 2024Q4: 351,965 shares; 2025Q1: 364,573 shares; 2025Q2: 376,239 shares; 2025Q3: 417,960 shares; 2025Q4: 489,301 shares; 2026Q1: 493,776 shares; 2026Q2: 498,627 shares 498,627 $30.3M 11.8% +4,851 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: 285,232 shares; 2024Q4: 361,067 shares; 2025Q1: 374,951 shares; 2025Q2: 419,871 shares; 2025Q3: 349,661 shares; 2025Q4: 364,129 shares; 2026Q1: 346,660 shares; 2026Q2: 336,229 shares 336,229 $29.5M 11.51% -10,431 Timeline SPTI 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: 378,957 shares; 2024Q4: 400,031 shares; 2025Q1: 391,533 shares; 2025Q2: 23,691 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 481,454 shares 481,454 $13.7M 5.32% new Timeline SPDW 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: 252,377 shares; 2024Q4: 253,573 shares; 2025Q1: 247,051 shares; 2025Q2: 254,186 shares; 2025Q3: 232,319 shares; 2025Q4: 237,593 shares; 2026Q1: 251,852 shares; 2026Q2: 243,250 shares 243,250 $12.3M 4.77% -8,602 Timeline IUSB 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: 254,393 shares; 2025Q1: 249,866 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 224,529 shares 224,529 $10.4M 4.04% new Timeline SLYG 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: 75,536 shares; 2024Q4: 42,921 shares; 2025Q1: 47,471 shares; 2025Q2: 51,364 shares; 2025Q3: 59,575 shares; 2025Q4: 62,063 shares; 2026Q1: 59,161 shares; 2026Q2: 74,342 shares 74,342 $8.86M 3.45% +15,181 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: 26,042 shares; 2024Q4: 25,788 shares; 2025Q1: 26,064 shares; 2025Q2: 28,501 shares; 2025Q3: 28,804 shares; 2025Q4: 28,958 shares; 2026Q1: 28,891 shares; 2026Q2: 29,436 shares 29,436 $8.52M 3.32% +545 Timeline SPIB 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: 105,000 shares; 2024Q4: 149,640 shares; 2025Q1: 184,550 shares; 2025Q2: 108,367 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 217,691 shares 217,691 $7.28M 2.84% new Timeline SPMB 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: 343,949 shares; 2024Q4: 364,639 shares; 2025Q1: 359,214 shares; 2025Q2: 21,797 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 326,291 shares 326,291 $7.28M 2.83% new Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,959 shares; 2024Q4: 77,992 shares; 2025Q1: 78,417 shares; 2025Q2: 77,597 shares; 2025Q3: 72,940 shares; 2025Q4: 71,010 shares; 2026Q1: 68,577 shares; 2026Q2: 39,649 shares 39,649 $7.08M 2.76% -28,928 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: 10,487 shares; 2024Q4: 14,107 shares; 2025Q1: 14,841 shares; 2025Q2: 12,426 shares; 2025Q3: 10,961 shares; 2025Q4: 10,544 shares; 2026Q1: 10,514 shares; 2026Q2: 9,449 shares 9,449 $6.96M 2.71% -1,065 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: 159,948 shares; 2024Q4: 141,439 shares; 2025Q1: 151,510 shares; 2025Q2: 150,588 shares; 2025Q3: 132,878 shares; 2025Q4: 135,398 shares; 2026Q1: 135,376 shares; 2026Q2: 118,813 shares 118,813 $6.85M 2.67% -16,563 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD 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: 95,434 shares; 2025Q4: 92,904 shares; 2026Q1: 77,269 shares; 2026Q2: 87,210 shares 87,210 $6.59M 2.56% +9,941 Timeline QUAL 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: 29,025 shares; 2025Q1: 45,668 shares; 2025Q2: 32,475 shares; 2025Q3: 28,376 shares; 2025Q4: 29,826 shares; 2026Q1: 28,164 shares; 2026Q2: 28,176 shares 28,176 $6.18M 2.41% +12 Timeline SPEM 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: 62,118 shares; 2024Q4: 59,648 shares; 2025Q1: 60,034 shares; 2025Q2: 63,791 shares; 2025Q3: 85,597 shares; 2025Q4: 85,216 shares; 2026Q1: 104,841 shares; 2026Q2: 91,662 shares 91,662 $4.75M 1.85% -13,179 Timeline PFFV 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: 202,006 shares; 2024Q4: 155,056 shares; 2025Q1: 154,211 shares; 2025Q2: 164,364 shares; 2025Q3: 158,080 shares; 2025Q4: 169,352 shares; 2026Q1: 159,699 shares; 2026Q2: 163,261 shares 163,261 $3.6M 1.4% +3,562 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: 24,324 shares; 2024Q4: 10,929 shares; 2025Q1: 11,796 shares; 2025Q2: 14,160 shares; 2025Q3: 11,769 shares; 2025Q4: 13,648 shares; 2026Q1: 11,485 shares; 2026Q2: 10,872 shares 10,872 $3.27M 1.27% -613 Timeline JMUB 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: 138,105 shares; 2024Q4: 138,237 shares; 2025Q1: 10,340 shares; 2025Q2: 9,305 shares; 2025Q3: 4,665 shares; 2025Q4: 11,005 shares; 2026Q1: not reported; 2026Q2: 62,642 shares 62,642 $3.17M 1.24% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,162 shares; 2024Q4: 44,242 shares; 2025Q1: 44,296 shares; 2025Q2: 4,022 shares; 2025Q3: 44,013 shares; 2025Q4: 43,910 shares; 2026Q1: 41,017 shares; 2026Q2: 43,432 shares 43,432 $2.69M 1.05% +2,415 Timeline SLYV 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: 4,770 shares; 2024Q4: 3,542 shares; 2025Q1: 3,842 shares; 2025Q2: 3,602 shares; 2025Q3: 3,528 shares; 2025Q4: 2,876 shares; 2026Q1: 23,621 shares; 2026Q2: 22,587 shares 22,587 $2.46M 0.96% -1,034 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,593 shares; 2024Q4: 10,601 shares; 2025Q1: 7,678 shares; 2025Q2: 12,092 shares; 2025Q3: 12,137 shares; 2025Q4: 10,887 shares; 2026Q1: 11,448 shares; 2026Q2: 11,759 shares 11,759 $2.35M 0.92% +311 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,819 shares; 2024Q4: 12,441 shares; 2025Q1: 12,203 shares; 2025Q2: 24,720 shares; 2025Q3: 10,220 shares; 2025Q4: not reported; 2026Q1: 9,826 shares; 2026Q2: 9,833 shares 9,833 $2.23M 0.87% +7 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: 3,505 shares; 2024Q4: 892 shares; 2025Q1: 1,639 shares; 2025Q2: 2,644 shares; 2025Q3: 1,993 shares; 2025Q4: 2,596 shares; 2026Q1: 1,927 shares; 2026Q2: 1,930 shares 1,930 $1.44M 0.56% +3 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,352 shares; 2024Q4: 9,881 shares; 2025Q1: 10,449 shares; 2025Q2: 10,815 shares; 2025Q3: 10,576 shares; 2025Q4: 10,942 shares; 2026Q1: 11,427 shares; 2026Q2: 12,181 shares 12,181 $1.34M 0.52% +754 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: 2,791 shares; 2024Q4: 2,794 shares; 2025Q1: 2,328 shares; 2025Q2: 2,712 shares; 2025Q3: 3,035 shares; 2025Q4: 2,920 shares; 2026Q1: 3,050 shares; 2026Q2: 3,138 shares 3,138 $1.17M 0.46% +88 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: 6,159 shares; 2024Q4: 6,064 shares; 2025Q1: 5,446 shares; 2025Q2: 5,489 shares; 2025Q3: 5,510 shares; 2025Q4: 5,594 shares; 2026Q1: 5,615 shares; 2026Q2: 4,730 shares 4,730 $1.13M 0.44% -885 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 930 shares; 2026Q1: 949 shares; 2026Q2: 951 shares 951 $1.1M 0.43% +2 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: 400 shares; 2024Q4: 395 shares; 2025Q1: 351 shares; 2025Q2: 860 shares; 2025Q3: 852 shares; 2025Q4: 862 shares; 2026Q1: 858 shares; 2026Q2: 869 shares 869 $1.04M 0.41% +11 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: 2,401 shares; 2024Q4: not reported; 2025Q1: 2,646 shares; 2025Q2: 2,488 shares; 2025Q3: 2,468 shares; 2025Q4: 2,369 shares; 2026Q1: 2,483 shares; 2026Q2: 2,573 shares 2,573 $972K 0.38% +90 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: 2,193 shares; 2024Q4: 2,236 shares; 2025Q1: 2,196 shares; 2025Q2: 2,205 shares; 2025Q3: 2,257 shares; 2025Q4: 2,363 shares; 2026Q1: 2,383 shares; 2026Q2: 2,603 shares 2,603 $930K 0.36% +220 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,259 shares; 2024Q4: 9,790 shares; 2025Q1: 9,106 shares; 2025Q2: 18,568 shares; 2025Q3: 5,603 shares; 2025Q4: 14,527 shares; 2026Q1: 6,766 shares; 2026Q2: 6,576 shares 6,576 $904K 0.35% -190 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,201 shares; 2024Q4: 6,171 shares; 2025Q1: 6,133 shares; 2025Q2: 5,672 shares; 2025Q3: 5,704 shares; 2025Q4: 5,670 shares; 2026Q1: 5,774 shares; 2026Q2: 5,904 shares 5,904 $865K 0.34% +130 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: 816 shares; 2024Q4: 821 shares; 2025Q1: 824 shares; 2025Q2: 832 shares; 2025Q3: not reported; 2025Q4: 748 shares; 2026Q1: 849 shares; 2026Q2: 849 shares 849 $859K 0.33% 0 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: 2,291 shares; 2024Q4: 2,325 shares; 2025Q1: 2,281 shares; 2025Q2: 2,292 shares; 2025Q3: 2,277 shares; 2025Q4: 2,348 shares; 2026Q1: 2,332 shares; 2026Q2: 2,350 shares 2,350 $830K 0.32% +18 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: 14,356 shares; 2024Q4: 14,525 shares; 2025Q1: 14,419 shares; 2025Q2: 14,357 shares; 2025Q3: 14,698 shares; 2025Q4: 14,815 shares; 2026Q1: 14,524 shares; 2026Q2: 14,140 shares 14,140 $806K 0.31% -384 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 676 shares; 2024Q4: 679 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 690 shares; 2026Q1: 681 shares; 2026Q2: 681 shares 681 $771K 0.3% 0 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: 3,245 shares; 2024Q4: 3,261 shares; 2025Q1: 3,333 shares; 2025Q2: 3,848 shares; 2025Q3: 3,891 shares; 2025Q4: 3,394 shares; 2026Q1: 2,939 shares; 2026Q2: 2,983 shares 2,983 $751K 0.29% +44 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: 1,263 shares; 2024Q4: 1,270 shares; 2025Q1: 1,265 shares; 2025Q2: 1,274 shares; 2025Q3: 1,286 shares; 2025Q4: 1,243 shares; 2026Q1: 1,274 shares; 2026Q2: 1,287 shares 1,287 $725K 0.28% +13 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,423 shares; 2024Q4: 1,416 shares; 2025Q1: 1,404 shares; 2025Q2: 1,370 shares; 2025Q3: 1,294 shares; 2025Q4: 1,208 shares; 2026Q1: 1,323 shares; 2026Q2: 1,478 shares 1,478 $706K 0.27% +155 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,012 shares; 2026Q1: 1,067 shares; 2026Q2: 1,046 shares 1,046 $608K 0.24% -21 Timeline XLG 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: 14,712 shares; 2024Q4: 11,757 shares; 2025Q1: 11,110 shares; 2025Q2: 16,761 shares; 2025Q3: 11,009 shares; 2025Q4: 15,701 shares; 2026Q1: 9,927 shares; 2026Q2: 9,481 shares 9,481 $581K 0.23% -446 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: 176,634 shares; 2024Q4: 39,491 shares; 2025Q1: 13,438 shares; 2025Q2: 13,229 shares; 2025Q3: 9,992 shares; 2025Q4: 9,700 shares; 2026Q1: 9,746 shares; 2026Q2: 8,073 shares 8,073 $545K 0.21% -1,673 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: 929 shares; 2024Q4: 941 shares; 2025Q1: 1,024 shares; 2025Q2: 1,019 shares; 2025Q3: 1,023 shares; 2025Q4: 1,040 shares; 2026Q1: 1,076 shares; 2026Q2: 1,079 shares 1,079 $540K 0.21% +3 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; 2024Q3: 7,208 shares; 2024Q4: 6,751 shares; 2025Q1: 6,506 shares; 2025Q2: 6,585 shares; 2025Q3: 6,206 shares; 2025Q4: 6,218 shares; 2026Q1: 6,056 shares; 2026Q2: 5,990 shares 5,990 $526K 0.2% -66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 740 shares; 2026Q2: 725 shares 725 $524K 0.2% -15 Timeline INTC INTEL CORP More: the full row for INTEL 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: 3,651 shares 3,651 $510K 0.2% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,555 shares; 2024Q4: 6,555 shares; 2025Q1: 6,558 shares; 2025Q2: 6,593 shares; 2025Q3: 5,848 shares; 2025Q4: 7,074 shares; 2026Q1: 5,848 shares; 2026Q2: 7,029 shares 7,029 $508K 0.2% +1,181 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: not reported; 2024Q4: not reported; 2025Q1: 1,784 shares; 2025Q2: 1,657 shares; 2025Q3: 1,875 shares; 2025Q4: 1,913 shares; 2026Q1: 1,965 shares; 2026Q2: 1,958 shares 1,958 $497K 0.19% -7 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: 1,348 shares; 2025Q1: 1,170 shares; 2025Q2: 1,239 shares; 2025Q3: 1,273 shares; 2025Q4: 1,275 shares; 2026Q1: 1,103 shares; 2026Q2: 1,110 shares 1,110 $467K 0.18% +7 Timeline SPHY 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: 53,156 shares; 2024Q4: 26,702 shares; 2025Q1: 25,682 shares; 2025Q2: 32,344 shares; 2025Q3: 24,086 shares; 2025Q4: 29,832 shares; 2026Q1: 23,497 shares; 2026Q2: 18,213 shares 18,213 $427K 0.17% -5,284 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: 1,920 shares 1,920 $424K 0.17% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 971 shares; 2026Q2: 976 shares 976 $423K 0.16% +5 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: 1,138 shares; 2024Q4: 1,151 shares; 2025Q1: 1,178 shares; 2025Q2: 1,258 shares; 2025Q3: 1,266 shares; 2025Q4: 1,286 shares; 2026Q1: 1,301 shares; 2026Q2: 1,290 shares 1,290 $422K 0.16% -11 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,431 shares; 2025Q4: 5,414 shares; 2026Q1: 5,449 shares; 2026Q2: 5,597 shares 5,597 $403K 0.16% +148 Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 500 shares; 2025Q4: 560 shares; 2026Q1: 500 shares; 2026Q2: 563 shares 563 $402K 0.16% +63 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: 3,198 shares; 2024Q4: 2,608 shares; 2025Q1: 2,889 shares; 2025Q2: 2,777 shares; 2025Q3: 3,232 shares; 2025Q4: 2,888 shares; 2026Q1: 2,928 shares; 2026Q2: 2,928 shares 2,928 $400K 0.16% 0 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: 8,992 shares; 2024Q4: 8,912 shares; 2025Q1: 9,196 shares; 2025Q2: 9,371 shares; 2025Q3: 9,412 shares; 2025Q4: 9,305 shares; 2026Q1: 9,374 shares; 2026Q2: 9,396 shares 9,396 $398K 0.15% +22 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,667 shares; 2024Q4: 9,667 shares; 2025Q1: 9,667 shares; 2025Q2: 9,667 shares; 2025Q3: 9,667 shares; 2025Q4: 9,667 shares; 2026Q1: 9,667 shares; 2026Q2: 9,667 shares 9,667 $394K 0.15% 0 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: 311 shares; 2026Q2: 326 shares 326 $383K 0.15% +15 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: 973 shares; 2025Q3: 953 shares; 2025Q4: 944 shares; 2026Q1: 945 shares; 2026Q2: 1,013 shares 1,013 $379K 0.15% +68 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: 915 shares; 2024Q4: 942 shares; 2025Q1: 1,084 shares; 2025Q2: 1,035 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,056 shares; 2026Q2: 1,339 shares 1,339 $377K 0.15% +283 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: 2,586 shares; 2024Q4: 3,154 shares; 2025Q1: 3,242 shares; 2025Q2: 3,304 shares; 2025Q3: 3,388 shares; 2025Q4: 3,385 shares; 2026Q1: 3,285 shares; 2026Q2: 3,286 shares 3,286 $372K 0.14% +1 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,481 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,452 shares; 2025Q4: 4,112 shares; 2026Q1: 4,140 shares; 2026Q2: 4,157 shares 4,157 $360K 0.14% +17 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 639 shares; 2024Q4: 642 shares; 2025Q1: 650 shares; 2025Q2: 672 shares; 2025Q3: 677 shares; 2025Q4: 670 shares; 2026Q1: 664 shares; 2026Q2: 672 shares 672 $345K 0.13% +8 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: 527 shares 527 $337K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,506 shares; 2025Q3: 1,713 shares; 2025Q4: 1,707 shares; 2026Q1: 1,721 shares; 2026Q2: 1,714 shares 1,714 $325K 0.13% -7 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,678 shares; 2024Q4: not reported; 2025Q1: 3,379 shares; 2025Q2: 3,386 shares; 2025Q3: 3,390 shares; 2025Q4: 3,235 shares; 2026Q1: 3,407 shares; 2026Q2: 3,267 shares 3,267 $313K 0.12% -140 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: not reported; 2024Q4: 2,239 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,543 shares; 2025Q4: 2,581 shares; 2026Q1: 2,410 shares; 2026Q2: 2,427 shares 2,427 $312K 0.12% +17 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR 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: 289 shares; 2026Q2: 290 shares 290 $309K 0.12% +1 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 144 shares 144 $286K 0.11% new 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; 2024Q3: 2,366 shares; 2024Q4: 2,402 shares; 2025Q1: 2,058 shares; 2025Q2: 2,048 shares; 2025Q3: 2,051 shares; 2025Q4: not reported; 2026Q1: 2,060 shares; 2026Q2: 2,078 shares 2,078 $284K 0.11% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,412 shares 2,412 $283K 0.11% new 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: not reported; 2024Q4: 693 shares; 2025Q1: 745 shares; 2025Q2: 784 shares; 2025Q3: 772 shares; 2025Q4: 743 shares; 2026Q1: 757 shares; 2026Q2: 812 shares 812 $279K 0.11% +55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 904 shares 904 $273K 0.11% new 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: 678 shares; 2024Q4: 737 shares; 2025Q1: 824 shares; 2025Q2: 831 shares; 2025Q3: 1,056 shares; 2025Q4: 1,063 shares; 2026Q1: 1,088 shares; 2026Q2: 1,006 shares 1,006 $272K 0.11% -82 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,109 shares; 2024Q4: 1,109 shares; 2025Q1: 1,140 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares; 2025Q4: 1,137 shares; 2026Q1: 1,142 shares; 2026Q2: 1,142 shares 1,142 $272K 0.11% 0 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: 1,673 shares; 2024Q4: 1,931 shares; 2025Q1: 1,870 shares; 2025Q2: 1,477 shares; 2025Q3: 1,601 shares; 2025Q4: 1,627 shares; 2026Q1: 1,587 shares; 2026Q2: 1,572 shares 1,572 $261K 0.1% -15 Timeline GOVT 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: 11,401 shares 11,401 $260K 0.1% new 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: not reported; 2026Q1: 4,205 shares; 2026Q2: 4,940 shares 4,940 $250K 0.1% +735 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 731 shares; 2024Q4: 737 shares; 2025Q1: 741 shares; 2025Q2: 718 shares; 2025Q3: not reported; 2025Q4: 723 shares; 2026Q1: 724 shares; 2026Q2: 723 shares 723 $240K 0.09% -1 Timeline HUBB HUBBELL INC More: the full row for HUBBELL 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: 453 shares; 2026Q1: 453 shares; 2026Q2: 453 shares 453 $237K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,812 shares 2,812 $229K 0.09% 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: 4,022 shares; 2025Q3: 4,033 shares; 2025Q4: 4,030 shares; 2026Q1: 4,049 shares; 2026Q2: 2,000 shares 2,000 $223K 0.09% -2,049 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 233 shares; 2025Q3: 229 shares; 2025Q4: not reported; 2026Q1: 227 shares; 2026Q2: 226 shares 226 $211K 0.08% -1 Timeline