Sponsored
The Analysis of Brady Martz Wealth Solutions, LLC's Holdings & P&L
Currently, Brady Martz Wealth Solutions, LLC holds 228 types of securities in its portfolio with a total value $662.0M. In the most recent quarter, they have increased their positions in IWF (+18.0K shares, valued at $2.2M), ITOT (+13.3K shares, valued at $2.2M), VUG (+17.0K shares, valued at $1.5M); decreased their positions in NVDA (-6.2K shares, valued at $1.2M), N/A (-1.8K shares, valued at $683.1K), MMIT (-21.1K shares, valued at $514.4K); initiated new positions in HWM (+2.0K shares, valued at $550.4K), N/A (+2.8K shares, valued at $480.8K), DUK (+3.6K shares, valued at $452.9K).
1M P&L
+5.3M+0.86%
3M P&L
+25.4M+4.26%
HY P&L
+37.0M+6.32%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A509.8M
83.3%
2Semiconductors14.3M
2.3%
3Drug Manufacturers - General8.2M
1.3%
Top Industries by Stock Count
1N/A96 stocks
47.3%
2Aerospace & Defense6 stocks
3.0%
3Drug Manufacturers - General6 stocks
3.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares △%Event DateReport DateHistory
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SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.8K sharesnew addition2026-06-302026-07-23
Sponsored
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ITOT
3.21%ISHARES TR
Shares429.3K
Event2026-06-30
Filed2026-07-23
SCHV
-0.07%SCHWAB STRATEGIC TR
Shares1.1M
Event2026-06-30
Filed2026-07-23
SCHG
-0.57%SCHWAB STRATEGIC TR
Shares681.1K
Event2026-06-30
Filed2026-07-23
BSVO
0.13%EA SERIES TRUST
Shares780.1K
Event2026-06-30
Filed2026-07-23
VGIT
4.36%VANGUARD SCOTTSDALE FDS
Shares346.0K
Event2026-06-30
Filed2026-07-23
AVDV
-0.24%AMERICAN CENTY ETF TR
Shares192.8K
Event2026-06-30
Filed2026-07-23
SCHD
-0.63%SCHWAB STRATEGIC TR
Shares616.2K
Event2026-06-30
Filed2026-07-23
DFSD
1.94%DIMENSIONAL ETF TRUST
Shares347.8K
Event2026-06-30
Filed2026-07-23
DUHP
5.03%DIMENSIONAL ETF TRUST
Shares379.3K
Event2026-06-30
Filed2026-07-23
VANGUARD INDEX FDS
-4.14%VANGUARD INDEX FDS
Shares42.7K
Event2026-06-30
Filed2026-07-23
DFEM
-0.44%DIMENSIONAL ETF TRUST
Shares373.3K
Event2026-06-30
Filed2026-07-23
IDOG
-0.30%ALPS ETF TR
Shares340.7K
Event2026-06-30
Filed2026-07-23
DFNM
10.17%DIMENSIONAL ETF TRUST
Shares272.9K
Event2026-06-30
Filed2026-07-23
SCHF
-0.01%SCHWAB STRATEGIC TR
Shares457.0K
Event2026-06-30
Filed2026-07-23
IDEV
4.45%ISHARES TR
Shares134.1K
Event2026-06-30
Filed2026-07-23
DIHP
5.05%DIMENSIONAL ETF TRUST
Shares346.2K
Event2026-06-30
Filed2026-07-23
VTIP
5.66%VANGUARD MALVERN FDS
Shares230.7K
Event2026-06-30
Filed2026-07-23
HYMB
-1.29%SPDR SERIES TRUST
Shares400.1K
Event2026-06-30
Filed2026-07-23
EFV
1.57%ISHARES TR
Shares116.5K
Event2026-06-30
Filed2026-07-23
BROADCOM INC
0.41%BROADCOM INC
Shares20.5K
Event2026-06-30
Filed2026-07-23
CWI
-0.30%SPDR INDEX SHS FDS
Shares177.8K
Event2026-06-30
Filed2026-07-23
NVDA
-14.91%NVIDIA CORPORATION
Shares35.5K
Event2026-06-30
Filed2026-07-23
AAPL
1.48%APPLE INC
Shares24.3K
Event2026-06-30
Filed2026-07-23
SPTM
0.00%SPDR SERIES TRUST
Shares76.1K
Event2026-06-30
Filed2026-07-23
IEMG
0.42%ISHARES INC
Shares78.2K
Event2026-06-30
Filed2026-07-23
JEPI
0.29%J P MORGAN EXCHANGE TRADED F
Shares105.4K
Event2026-06-30
Filed2026-07-23
AVUV
-3.45%AMERICAN CENTY ETF TR
Shares46.2K
Event2026-06-30
Filed2026-07-23
VEA
0.78%VANGUARD TAX-MANAGED FDS
Shares78.3K
Event2026-06-30
Filed2026-07-23
VIG
0.85%VANGUARD SPECIALIZED FUNDS
Shares22.4K
Event2026-06-30
Filed2026-07-23
FMB
-2.49%FIRST TR EXCH TRADED FD III
Shares97.5K
Event2026-06-30
Filed2026-07-23
GOOGL
0.50%ALPHABET INC
Shares12.2K
Event2026-06-30
Filed2026-07-23
IWP
-0.60%ISHARES TR
Shares29.0K
Event2026-06-30
Filed2026-07-23
AMZN
3.33%AMAZON COM INC
Shares17.1K
Event2026-06-30
Filed2026-07-23
JPMORGAN CHASE & CO
1.36%JPMORGAN CHASE & CO
Shares12.2K
Event2026-06-30
Filed2026-07-23
IWS
-1.98%ISHARES TR
Shares23.7K
Event2026-06-30
Filed2026-07-23
MSFT
3.50%MICROSOFT CORP
Shares10.5K
Event2026-06-30
Filed2026-07-23
AVEM
-0.02%AMERICAN CENTY ETF TR
Shares39.7K
Event2026-06-30
Filed2026-07-23
IDV
2.59%ISHARES TR
Shares91.7K
Event2026-06-30
Filed2026-07-23
MMIT
-12.07%NEW YORK LIFE INVTS ACTIVE E
Shares153.8K
Event2026-06-30
Filed2026-07-23
EWX
4.11%SPDR INDEX SHS FDS
Shares48.5K
Event2026-06-30
Filed2026-07-23
SPYV
-0.02%SPDR SERIES TRUST
Shares52.9K
Event2026-06-30
Filed2026-07-23
DON
0.52%WISDOMTREE TR
Shares55.7K
Event2026-06-30
Filed2026-07-23
VWO
0.47%VANGUARD INTL EQUITY INDEX F
Shares52.2K
Event2026-06-30
Filed2026-07-23
OUSM
-1.09%ALPS ETF TR
Shares65.1K
Event2026-06-30
Filed2026-07-23
SCHZ
-3.13%SCHWAB STRATEGIC TR
Shares131.5K
Event2026-06-30
Filed2026-07-23
IWN
0.29%ISHARES TR
Shares13.5K
Event2026-06-30
Filed2026-07-23
IWF
302.21%ISHARES TR
Shares24.0K
Event2026-06-30
Filed2026-07-23
HD
1.18%HOME DEPOT INC
Shares8.2K
Event2026-06-30
Filed2026-07-23
VXUS
-0.73%VANGUARD STAR FDS
Shares33.0K
Event2026-06-30
Filed2026-07-23
DISV
0.01%DIMENSIONAL ETF TRUST
Shares70.2K
Event2026-06-30
Filed2026-07-23
TXN
0.20%TEXAS INSTRS INC
Shares9.2K
Event2026-06-30
Filed2026-07-23
PJIO
1.58%PGIM ETF TR
Shares39.4K
Event2026-06-30
Filed2026-07-23
META PLATFORMS INC
3.06%META PLATFORMS INC
Shares4.9K
Event2026-06-30
Filed2026-07-23
DFSV
-3.99%DIMENSIONAL ETF TRUST
Shares69.9K
Event2026-06-30
Filed2026-07-23
VOO
10.10%VANGUARD INDEX FDS
Shares3.8K
Event2026-06-30
Filed2026-07-23
MRK
2.23%MERCK & CO INC
Shares20.6K
Event2026-06-30
Filed2026-07-23
BRK.B
2.81%BERKSHIRE HATHAWAY INC DEL
Shares5.2K
Event2026-06-30
Filed2026-07-23
HFGM
21.80%TIDAL TRUST I
Shares83.2K
Event2026-06-30
Filed2026-07-23
VISA INC
2.43%VISA INC
Shares7.3K
Event2026-06-30
Filed2026-07-23
KO
2.95%COCA COLA CO
Shares30.2K
Event2026-06-30
Filed2026-07-23
HYD
-5.59%VANECK ETF TRUST
Shares47.5K
Event2026-06-30
Filed2026-07-23
CISCO SYS INC
5.34%CISCO SYS INC
Shares20.5K
Event2026-06-30
Filed2026-07-23
SLYV
0.12%SPDR SERIES TRUST
Shares21.7K
Event2026-06-30
Filed2026-07-23
TSLA
2.51%TESLA INC
Shares5.5K
Event2026-06-30
Filed2026-07-23
JMUB
-1.52%J P MORGAN EXCHANGE TRADED F
Shares45.8K
Event2026-06-30
Filed2026-07-23
ABBVIE INC
2.59%ABBVIE INC
Shares9.0K
Event2026-06-30
Filed2026-07-23
SLYG
0.03%SPDR SERIES TRUST
Shares19.0K
Event2026-06-30
Filed2026-07-23
AMD
-5.18%ADVANCED MICRO DEVICES INC
Shares3.9K
Event2026-06-30
Filed2026-07-23
AMGN
2.27%AMGEN INC
Shares6.1K
Event2026-06-30
Filed2026-07-23
QUAL
0.03%ISHARES TR
Shares9.5K
Event2026-06-30
Filed2026-07-23
CVX
1.93%CHEVRON CORPORATION
Shares12.4K
Event2026-06-30
Filed2026-07-23
GE
38.69%GE AEROSPACE
Shares5.2K
Event2026-06-30
Filed2026-07-23
IBM
0.12%INTERNATIONAL BUSINESS MACHS
Shares6.9K
Event2026-06-30
Filed2026-07-23
EXXON MOBIL CORP
0.15%EXXON MOBIL CORP
Shares13.7K
Event2026-06-30
Filed2026-07-23
VOT
0.00%VANGUARD INDEX FDS
Shares6.1K
Event2026-06-30
Filed2026-07-23
LRCX
-3.82%LAM RESEARCH CORP
Shares4.3K
Event2026-06-30
Filed2026-07-23
MO
1.17%ALTRIA GROUP INC
Shares25.2K
Event2026-06-30
Filed2026-07-23
VUG
494.86%VANGUARD INDEX FDS
Shares20.5K
Event2026-06-30
Filed2026-07-23
DFAX
0.00%DIMENSIONAL ETF TRUST
Shares47.6K
Event2026-06-30
Filed2026-07-23
NETFLIX INC.
2.47%NETFLIX INC.
Shares24.3K
Event2026-06-30
Filed2026-07-23
LLY
2.27%ELI LILLY & CO
Shares1.4K
Event2026-06-30
Filed2026-07-23
CAT
0.45%CATERPILLAR INC
Shares1.6K
Event2026-06-30
Filed2026-07-23
ORACLE CORP
2.38%ORACLE CORP
Shares10.1K
Event2026-06-30
Filed2026-07-23
MUB
-3.00%ISHARES TR
Shares13.4K
Event2026-06-30
Filed2026-07-23
VIGI
-0.99%VANGUARD WHITEHALL FDS
Shares14.9K
Event2026-06-30
Filed2026-07-23
IJH
1.89%ISHARES TR
Shares17.4K
Event2026-06-30
Filed2026-07-23
BAC
-0.59%BANK OF AMER CORP
Shares21.6K
Event2026-06-30
Filed2026-07-23
TGT
3.31%TARGET CORP
Shares9.4K
Event2026-06-30
Filed2026-07-23
APLU
0.07%ALLSPRING EXCHANGE TRADED FU
Shares49.9K
Event2026-06-30
Filed2026-07-23
WMT
1.28%WALMART INC
Shares10.3K
Event2026-06-30
Filed2026-07-23
BLK
0.08%BLACKROCK INC
Shares1.2K
Event2026-06-30
Filed2026-07-23
ECG
2.48%EVERUS CONSTR GROUP
Shares7.0K
Event2026-06-30
Filed2026-07-23
VLO
0.23%VALERO ENERGY CORP
Shares4.4K
Event2026-06-30
Filed2026-07-23
PG
0.88%PROCTER & GAMBLE CO
Shares7.7K
Event2026-06-30
Filed2026-07-23
TSM
1.60%TAIWAN SEMICONDUCTOR MANUFAC
Shares2.4K
Event2026-06-30
Filed2026-07-23
MDYV
-1.64%SPDR SERIES TRUST
Shares11.6K
Event2026-06-30
Filed2026-07-23
MU
-6.69%MICRON TECHNOLOGY INC
Shares949
Event2026-06-30
Filed2026-07-23
LMT
0.28%LOCKHEED MARTIN CORP
Shares2.1K
Event2026-06-30
Filed2026-07-23
COP
7.90%CONOCOPHILLIPS
Shares10.2K
Event2026-06-30
Filed2026-07-23
SPTL
-6.60%SPDR SERIES TRUST
Shares39.8K
Event2026-06-30
Filed2026-07-23
JNJ
1.04%JOHNSON & JOHNSON
Shares4.1K
Event2026-06-30
Filed2026-07-23
VZ
0.16%VERIZON COMMUNICATIONS INC
Shares24.2K
Event2026-06-30
Filed2026-07-23
ADM
0.00%ARCHER DANIELS MIDLAND CO
Shares13.4K
Event2026-06-30
Filed2026-07-23
COSTCO WHOLESALE CORPORATION
-0.29%COSTCO WHOLESALE CORPORATION
Shares1.0K
Event2026-06-30
Filed2026-07-23
EMXC
0.56%ISHARES INC
Shares9.5K
Event2026-06-30
Filed2026-07-23
IXUS
-1.38%ISHARES TR
Shares10.1K
Event2026-06-30
Filed2026-07-23
MUNI
-3.51%PIMCO ETF TR
Shares17.6K
Event2026-06-30
Filed2026-07-23
EBAY
1.83%EBAY INC.
Shares8.0K
Event2026-06-30
Filed2026-07-23
FLRN
0.00%SPDR SERIES TRUST
Shares27.9K
Event2026-06-30
Filed2026-07-23
GEV
92.37%GE VERNOVA INC
Shares731
Event2026-06-30
Filed2026-07-23
SERVICENOW INC
4.95%SERVICENOW INC
Shares8.0K
Event2026-06-30
Filed2026-07-23
USB
-4.63%US BANCORP
Shares13.1K
Event2026-06-30
Filed2026-07-23
SMH
3.28%VANECK ETF TRUST
Shares1.2K
Event2026-06-30
Filed2026-07-23
3M CO
0.00%3M CO
Shares4.8K
Event2026-06-30
Filed2026-07-23
PEP
0.65%PEPSICO INC
Shares5.6K
Event2026-06-30
Filed2026-07-23
IQLT
0.16%ISHARES TR
Shares14.6K
Event2026-06-30
Filed2026-07-23
ITW
0.27%ILLINOIS TOOL WKS INC
Shares2.6K
Event2026-06-30
Filed2026-07-23
VBK
0.00%VANGUARD INDEX FDS
Shares1.9K
Event2026-06-30
Filed2026-07-23
DHI
2.47%D R HORTON INC
Shares4.3K
Event2026-06-30
Filed2026-07-23
ISHARES TR
3.10%ISHARES TR
Shares930
Event2026-06-30
Filed2026-07-23
AXP
42.75%AMERICAN EXPRESS CO
Shares2.0K
Event2026-06-30
Filed2026-07-23
QQQ
7.90%INVESCO QQQ TR
Shares901
Event2026-06-30
Filed2026-07-23
IWO
0.00%ISHARES TR
Shares1.7K
Event2026-06-30
Filed2026-07-23
MDYG
-4.17%SPDR SERIES TRUST
Shares5.9K
Event2026-06-30
Filed2026-07-23
QTUM
5.83%ETF SER SOLUTIONS
Shares3.9K
Event2026-06-30
Filed2026-07-23
VTV
-7.76%VANGUARD INDEX FDS
Shares2.9K
Event2026-06-30
Filed2026-07-23
NLR
63.14%VANECK ETF TRUST
Shares5.4K
Event2026-06-30
Filed2026-07-23
TIDAL TRUST I
0.00%TIDAL TRUST I
Shares24.8K
Event2026-06-30
Filed2026-07-23
MDU
3.97%MDU RES GROUP INC
Shares28.6K
Event2026-06-30
Filed2026-07-23
DE
-1.44%DEERE & CO
Shares955
Event2026-06-30
Filed2026-07-23
CMI
0.12%CUMMINS INC
Shares840
Event2026-06-30
Filed2026-07-23
XAR
46.84%SPDR SERIES TRUST
Shares2.1K
Event2026-06-30
Filed2026-07-23
WAL
2.80%WESTERN ALLIANCE BANCORP
Shares7.2K
Event2026-06-30
Filed2026-07-23
KNF
3.23%KNIFE RIVER CORP
Shares7.0K
Event2026-06-30
Filed2026-07-23
UNITEDHEALTH GROUP INC
56.05%UNITEDHEALTH GROUP INC
Shares1.4K
Event2026-06-30
Filed2026-07-23
AEHR
-8.35%AEHR TEST SYS
Shares5.8K
Event2026-06-30
Filed2026-07-23
VOE
0.00%VANGUARD INDEX FDS
Shares2.8K
Event2026-06-30
Filed2026-07-23
IJR
13.94%ISHARES TR
Shares3.7K
Event2026-06-30
Filed2026-07-23
VGT
693.14%VANGUARD WORLD FD
Shares4.6K
Event2026-06-30
Filed2026-07-23
KKR
2.79%KKR & CO INC
Shares6.0K
Event2026-06-30
Filed2026-07-23
HWM
NewHOWMET AEROSPACE INC
Shares2.0K
Event2026-06-30
Filed2026-07-23
SUB
-25.63%ISHARES TR
Shares5.1K
Event2026-06-30
Filed2026-07-23
DELL
-9.87%DELL TECHNOLOGIES INC
Shares1.3K
Event2026-06-30
Filed2026-07-23
USMV
0.00%ISHARES TR
Shares5.7K
Event2026-06-30
Filed2026-07-23
PM
0.00%PHILIP MORRIS INTL INC
Shares3.0K
Event2026-06-30
Filed2026-07-23
ASML
-1.85%ASML HLDG NV
Shares266
Event2026-06-30
Filed2026-07-23
ADP
0.00%AUTOMATIC DATA PROCESSING IN
Shares2.3K
Event2026-06-30
Filed2026-07-23
EOG
0.50%EOG RES INC
Shares3.8K
Event2026-06-30
Filed2026-07-23
DFUS
0.14%DIMENSIONAL ETF TRUST
Shares5.9K
Event2026-06-30
Filed2026-07-23
SPACE EXPLORATION TECHN CORP
NewSPACE EXPLORATION TECHN CORP
Shares2.8K
Event2026-06-30
Filed2026-07-23
GOOG
28.90%ALPHABET INC
Shares1.3K
Event2026-06-30
Filed2026-07-23
DUK
NewDUKE ENERGY CORP NEW
Shares3.6K
Event2026-06-30
Filed2026-07-23
WFC
0.04%WELLS FARGO & CO
Shares5.5K
Event2026-06-30
Filed2026-07-23
INTU
2.75%INTUIT
Shares1.7K
Event2026-06-30
Filed2026-07-23
FAST
-0.14%FASTENAL CO
Shares9.3K
Event2026-06-30
Filed2026-07-23
FLCC
-10.92%FEDERATED HERMES ETF TRUST
Shares12.5K
Event2026-06-30
Filed2026-07-23
PFE
-5.15%PFIZER INC
Shares17.7K
Event2026-06-30
Filed2026-07-23
DSTL
-10.76%ETF SER SOLUTIONS
Shares6.9K
Event2026-06-30
Filed2026-07-23
SPG
5.86%SIMON PPTY GROUP INC NEW
Shares1.7K
Event2026-06-30
Filed2026-07-23
BKNG
2366.67%BOOKING HOLDINGS INC
Shares2.1K
Event2026-06-30
Filed2026-07-23
IVW
0.04%ISHARES TR
Shares2.7K
Event2026-06-30
Filed2026-07-23
VRT
0.86%VERTIV HOLDINGS CO
Shares1.1K
Event2026-06-30
Filed2026-07-23
VO
NewVANGUARD INDEX FDS
Shares4.3K
Event2026-06-30
Filed2026-07-23
SCHX
31.94%SCHWAB STRATEGIC TR
Shares11.6K
Event2026-06-30
Filed2026-07-23
LIN
2.42%LINDE PLC
Shares636
Event2026-06-30
Filed2026-07-23
STATE STR SPDR S&P 500 ETF T
2.64%STATE STR SPDR S&P 500 ETF T
Shares427
Event2026-06-30
Filed2026-07-23
VBR
0.00%VANGUARD INDEX FDS
Shares1.3K
Event2026-06-30
Filed2026-07-23
JPIB
-1.47%J P MORGAN EXCHANGE TRADED F
Shares6.3K
Event2026-06-30
Filed2026-07-23
LINC
0.76%LINCOLN EDL SVCS CORP
Shares6.1K
Event2026-06-30
Filed2026-07-23
KMB
1.06%KIMBERLY-CLARK CORP
Shares2.8K
Event2026-06-30
Filed2026-07-23
ETN
4.26%EATON CORP PLC
Shares709
Event2026-06-30
Filed2026-07-23
MS
0.00%MORGAN STANLEY
Shares1.4K
Event2026-06-30
Filed2026-07-23
PCMM
16.44%BONDBLOXX ETF TRUST
Shares5.8K
Event2026-06-30
Filed2026-07-23
QQQE
0.00%DIREXION SHARES ETF TRUST
Shares2.4K
Event2026-06-30
Filed2026-07-23
VYMI
0.00%VANGUARD WHITEHALL FDS
Shares2.9K
Event2026-06-30
Filed2026-07-23
ISHARES TR
NewISHARES TR
Shares3.0K
Event2026-06-30
Filed2026-07-23
FREEPORT MCMORAN INC
NewFREEPORT MCMORAN INC
Shares4.5K
Event2026-06-30
Filed2026-07-23
LIND
0.00%LINDBLAD EXPEDITIONS HLDGS I
Shares10.0K
Event2026-06-30
Filed2026-07-23
MASTERCARD INCORPORATED
-0.18%MASTERCARD INCORPORATED
Shares550
Event2026-06-30
Filed2026-07-23
NEM
0.00%NEWMONT CORP
Shares3.0K
Event2026-06-30
Filed2026-07-23
NTAP
NewNETAPP INC
Shares1.8K
Event2026-06-30
Filed2026-07-23
Q
-3.34%QNITY ELECTRONICS INC
Shares1.7K
Event2026-06-30
Filed2026-07-23
DAL
NewDELTA AIR LINES INC
Shares3.0K
Event2026-06-30
Filed2026-07-23
UNP
0.20%UNION PAC CORP
Shares1.0K
Event2026-06-30
Filed2026-07-23
HLIT
5.10%HARMONIC INC
Shares16.8K
Event2026-06-30
Filed2026-07-23
AEP
NewAMERICAN ELEC PWR CO INC
Shares2.0K
Event2026-06-30
Filed2026-07-23
SANM
NewSANMINA CORP
Shares1.1K
Event2026-06-30
Filed2026-07-23
ENVA
NewENOVA INTL INC
Shares1.1K
Event2026-06-30
Filed2026-07-23
F
NewFORD MTR CO
Shares19.3K
Event2026-06-30
Filed2026-07-23
ARW
NewARROW ELECTRS INC
Shares1.3K
Event2026-06-30
Filed2026-07-23
HIG
NewHARTFORD INSURANCE GROUP INC
Shares2.0K
Event2026-06-30
Filed2026-07-23
GD
3.99%GENERAL DYNAMICS CORP
Shares756
Event2026-06-30
Filed2026-07-23
T
-3.64%AT&T INC
Shares12.9K
Event2026-06-30
Filed2026-07-23
ISRG
-0.60%INTUITIVE SURGICAL INC
Shares661
Event2026-06-30
Filed2026-07-23
PLOW
NewDOUGLAS DYNAMICS INC
Shares4.9K
Event2026-06-30
Filed2026-07-23
AIR
NewAAR CORP
Shares1.8K
Event2026-06-30
Filed2026-07-23
NEXTERA ENERGY INC
NewNEXTERA ENERGY INC
Shares2.9K
Event2026-06-30
Filed2026-07-23
UTI
5.62%UNIVERSAL TECHNICAL INST INC
Shares5.9K
Event2026-06-30
Filed2026-07-23
VLUE
NewISHARES TR
Shares1.3K
Event2026-06-30
Filed2026-07-23
EFA
0.00%ISHARES TR
Shares2.4K
Event2026-06-30
Filed2026-07-23
ISHARES TR
4.74%ISHARES TR
Shares2.5K
Event2026-06-30
Filed2026-07-23
ARCHROCK INC
NewARCHROCK INC
Shares6.1K
Event2026-06-30
Filed2026-07-23
CECO
NewCECO ENVIRONMENTAL CORP
Shares2.7K
Event2026-06-30
Filed2026-07-23
TMO
-0.21%THERMO FISHER SCIENTIFIC INC
Shares483
Event2026-06-30
Filed2026-07-23
GM
NewGENERAL MTRS CO
Shares3.1K
Event2026-06-30
Filed2026-07-23
ACCENTURE PLC IRELAND
6.90%ACCENTURE PLC IRELAND
Shares1.8K
Event2026-06-30
Filed2026-07-23
FTI
5.51%TECHNIPFMC PLC
Shares3.4K
Event2026-06-30
Filed2026-07-23
AZZ
NewAZZ INC
Shares1.4K
Event2026-06-30
Filed2026-07-23
IWR
NewISHARES TR
Shares2.0K
Event2026-06-30
Filed2026-07-23
OTTR
NewOTTER TAIL CORP
Shares2.5K
Event2026-06-30
Filed2026-07-23
BLOK
NewAMPLIFY ETF TR
Shares3.5K
Event2026-06-30
Filed2026-07-23
OSK
NewOSHKOSH CORP
Shares1.4K
Event2026-06-30
Filed2026-07-23
JDVI
NewJOHN HANCOCK EXCHANGE TRADED
Shares5.6K
Event2026-06-30
Filed2026-07-23
ANET
NewARISTA NETWORKS INC
Shares1.3K
Event2026-06-30
Filed2026-07-23
HEI
NewHEICO CORP NEW
Shares607
Event2026-06-30
Filed2026-07-23
VONG
-29.14%VANGUARD SCOTTSDALE FDS
Shares1.7K
Event2026-06-30
Filed2026-07-23
VCTR
NewVICTORY CAP HLDGS INC DEL
Shares2.5K
Event2026-06-30
Filed2026-07-23
TILE
NewINTERFACE INC
Shares5.8K
Event2026-06-30
Filed2026-07-23
BZH
NewBEAZER HOMES USA INC
Shares7.4K
Event2026-06-30
Filed2026-07-23
BMY
0.28%BRISTOL-MYERS SQUIBB CO
Shares3.6K
Event2026-06-30
Filed2026-07-23
DBD
NewDIEBOLD NIXDORF INC
Shares2.4K
Event2026-06-30
Filed2026-07-23
AER
NewAERCAP HOLDINGS NV
Shares1.4K
Event2026-06-30
Filed2026-07-23
XLK
NewSELECT SECTOR SPDR TR
Shares1.1K
Event2026-06-30
Filed2026-07-23
EXEL
NewEXELIXIS INC
Shares3.7K
Event2026-06-30
Filed2026-07-23
NRG
NewNRG ENERGY INC
Shares1.4K
Event2026-06-30
Filed2026-07-23
EC
0.00%ECOPETROL S A
Shares12.8K
Event2026-06-30
Filed2026-07-23
SVM
5.82%SILVERCORP METALS INC
Shares17.7K
Event2026-06-30
Filed2026-07-23
GILT
0.00%GILAT SATELLITE NETWORKS LTD
Shares11.5K
Event2026-06-30
Filed2026-07-23
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available