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The Analysis of BRANDYWINE OAK PRIVATE WEALTH LLC's Holdings & P&L

Currently, BRANDYWINE OAK PRIVATE WEALTH LLC holds 245 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in VUG (+1.2M shares, valued at $102.8M), VGT (+184.6K shares, valued at $22.1M), VCIT (+130.3K shares, valued at $10.8M); decreased their positions in SCHF (-126.0K shares, valued at $3.5M), VTV (-8.3K shares, valued at $1.8M), SLYV (-6.6K shares, valued at $719.8K); initiated new positions in N/A (+12.2K shares, valued at $1.7M), SCHX (+53.9K shares, valued at $1.6M), N/A (+501 shares, valued at $382.7K).

1M P&L

+6.4M+0.54%

3M P&L

+43.2M+3.76%

HY P&L

-604.8M-33.65%

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/A1.0B

86.0%

2Consumer Electronics34.4M

2.9%

3Semiconductors19.0M

1.6%

Top Industries by Stock Count

1N/A115 stocks

54.2%

2Semiconductors5 stocks

2.4%

3Drug Manufacturers - General5 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHF SCHWAB STRATEGIC TR5.7M shares-2.15%2026-06-302026-07-16

VTV VANGUARD INDEX FDS691.9K shares-1.18%2026-06-302026-07-16

VUG VANGUARD INDEX FDS1.4M shares503.29%2026-06-302026-07-16

VCIT VANGUARD SCOTTSDALE FDS1.4M shares10.06%2026-06-302026-07-16

VGIT VANGUARD SCOTTSDALE FDS974.4K shares7.11%2026-06-302026-07-16

VWO VANGUARD INTL EQUITY INDEX F692.5K shares0.83%2026-06-302026-07-16

ISHARES TR ISHARES TR384.9K shares2.58%2026-06-302026-07-16

SPYV SPDR SERIES TRUST565.8K shares1.00%2026-06-302026-07-16

Sponsored

AAPL APPLE INC118.8K shares-1.48%2026-06-302026-07-16

SPYG SPDR SERIES TRUST286.7K shares0.42%2026-06-302026-07-16

SLYV SPDR SERIES TRUST278.2K shares-2.32%2026-06-302026-07-16

VGT VANGUARD WORLD FD211.0K shares698.98%2026-06-302026-07-16

SCHO SCHWAB STRATEGIC TR809.7K shares7.45%2026-06-302026-07-16

REET ISHARES TR706.8K shares1.48%2026-06-302026-07-16

WORLD GOLD TR WORLD GOLD TR238.5K shares7.55%2026-06-302026-07-16

BAR GRANITESHARES GOLD TR452.6K shares5.10%2026-06-302026-07-16

Sponsored

SUB ISHARES TR141.8K shares-2.41%2026-06-302026-07-16

NVDA NVIDIA CORPORATION73.7K shares-4.35%2026-06-302026-07-16

GOOGL ALPHABET INC32.5K shares-0.68%2026-06-302026-07-16

IEMG ISHARES INC136.2K shares0.53%2026-06-302026-07-16

MUB ISHARES TR91.7K shares0.50%2026-06-302026-07-16

MSFT MICROSOFT CORP26.2K shares-0.79%2026-06-302026-07-16

VTEB VANGUARD MUN BD FDS181.4K shares-2.29%2026-06-302026-07-16

JPMORGAN CHASE & CO JPMORGAN CHASE & CO27.6K shares9.65%2026-06-302026-07-16

Sponsored

VEA VANGUARD TAX-MANAGED FDS122.6K shares-0.38%2026-06-302026-07-16

BROADCOM INC BROADCOM INC20.7K shares0.88%2026-06-302026-07-16

AMZN AMAZON COM INC32.2K shares-0.95%2026-06-302026-07-16

LLY ELI LILLY & CO6.4K shares0.14%2026-06-302026-07-16

VBR VANGUARD INDEX FDS31.1K shares1.32%2026-06-302026-07-16

ESGV VANGUARD WORLD FD45.5K shares-2.10%2026-06-302026-07-16

ASTRAZENECA PLC ASTRAZENECA PLC28.1K shares-2.42%2026-06-302026-07-16

HDV ISHARES TR183.5K shares400.27%2026-06-302026-07-16

Sponsored

URI UNITED RENTALS INC4.2K shares14.36%2026-06-302026-07-16

QQQ INVESCO QQQ TR6.5K shares-1.23%2026-06-302026-07-16

SCHG SCHWAB STRATEGIC TR137.6K shares2.73%2026-06-302026-07-16

ITM VANECK ETF TRUST98.8K shares-4.22%2026-06-302026-07-16

SCHV SCHWAB STRATEGIC TR132.3K shares3.61%2026-06-302026-07-16

SF STIFEL FINL CORP66.0K shares-1.05%2026-06-302026-07-16

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.6K shares8.13%2026-06-302026-07-16

CORTEVA INC CORTEVA INC47.4K shares2.23%2026-06-302026-07-16

Sponsored

BITW BITWISE 10 CRYPTO INDEX ETF105.0K shares3.14%2026-06-302026-07-16

VIOV VANGUARD ADMIRAL FDS INC33.6K shares0.04%2026-06-302026-07-16

GOOG ALPHABET INC11.1K shares0.91%2026-06-302026-07-16

JMST J P MORGAN EXCHANGE TRADED F76.8K shares-3.55%2026-06-302026-07-16

SCHE SCHWAB STRATEGIC TR107.6K shares-1.39%2026-06-302026-07-16

BRK.B BERKSHIRE HATHAWAY INC DEL7.8K shares-3.04%2026-06-302026-07-16

XLY SELECT SECTOR SPDR TR32.5K shares-2.94%2026-06-302026-07-16

MUNI PIMCO ETF TR70.8K shares-3.21%2026-06-302026-07-16

Sponsored

XLV SELECT SECTOR SPDR TR23.1K shares-4.75%2026-06-302026-07-16

XLF SELECT SECTOR SPDR TR68.2K shares-0.30%2026-06-302026-07-16

VANGUARD INDEX FDS VANGUARD INDEX FDS9.4K shares-2.86%2026-06-302026-07-16

VIS VANGUARD WORLD FD9.4K shares-0.17%2026-06-302026-07-16

USMV ISHARES TR34.5K shares-1.71%2026-06-302026-07-16

EXXON MOBIL CORP EXXON MOBIL CORP24.0K shares0.51%2026-06-302026-07-16

VXUS VANGUARD STAR FDS36.0K shares-0.30%2026-06-302026-07-16

ABBVIE INC ABBVIE INC11.2K shares-0.20%2026-06-302026-07-16

Sponsored

JNJ JOHNSON & JOHNSON11.1K shares-0.94%2026-06-302026-07-16

ESGD ISHARES TR27.3K shares0.53%2026-06-302026-07-16

Q QNITY ELECTRONICS INC16.9K shares-2.83%2026-06-302026-07-16

PG PROCTER & GAMBLE CO18.4K shares-2.50%2026-06-302026-07-16

MRK MERCK & CO INC20.8K shares-0.95%2026-06-302026-07-16

AMD ADVANCED MICRO DEVICES INC4.5K shares-1.59%2026-06-302026-07-16

QQQM INVESCO EXCH TRADED FD TR II8.5K shares-0.60%2026-06-302026-07-16

BBEU J P MORGAN EXCHANGE TRADED F31.7K shares-1.06%2026-06-302026-07-16

Sponsored

IXUS ISHARES TR24.1K shares1.49%2026-06-302026-07-16

IXN ISHARES TR14.9K shares0.00%2026-06-302026-07-16

ISHARES TR ISHARES TR2.9K shares-0.14%2026-06-302026-07-16

GLD SPDR GOLD TR5.8K shares0.00%2026-06-302026-07-16

TSLA TESLA INC5.0K shares0.20%2026-06-302026-07-16

VOX VANGUARD WORLD FD11.1K shares1.10%2026-06-302026-07-16

XLI SELECT SECTOR SPDR TR10.6K shares-0.33%2026-06-302026-07-16

MCD MCDONALDS CORP7.0K shares-2.86%2026-06-302026-07-16

Sponsored

FLEE FRANKLIN TEMPLETON ETF TR48.9K shares0.00%2026-06-302026-07-16

UNP UNION PAC CORP6.9K shares0.06%2026-06-302026-07-16

SHM SPDR SERIES TRUST38.9K shares-0.80%2026-06-302026-07-16

QUAL ISHARES TR8.5K shares0.35%2026-06-302026-07-16

VCSH VANGUARD SCOTTSDALE FDS22.3K shares28.49%2026-06-302026-07-16

AEP AMERICAN ELEC PWR CO INC12.8K shares-0.30%2026-06-302026-07-16

VT VANGUARD INTL EQUITY INDEX F11.0K shares21.48%2026-06-302026-07-16

KO COCA COLA CO21.1K shares-1.09%2026-06-302026-07-16

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC12.2K sharesnew addition2026-06-302026-07-16

VV VANGUARD INDEX FDS4.8K shares0.00%2026-06-302026-07-16

WMT WALMART INC14.1K shares-1.75%2026-06-302026-07-16

LMT LOCKHEED MARTIN CORP3.1K shares-1.20%2026-06-302026-07-16

SCHX SCHWAB STRATEGIC TR53.9K sharesnew addition2026-06-302026-07-16

META PLATFORMS INC META PLATFORMS INC2.8K shares-4.81%2026-06-302026-07-16

XLK SELECT SECTOR SPDR TR8.2K shares-10.01%2026-06-302026-07-16

PNC PNC FINL SVCS GROUP INC6.3K shares0.16%2026-06-302026-07-16

Sponsored

CISCO SYS INC CISCO SYS INC13.0K shares-2.06%2026-06-302026-07-16

PID INVESCO EXCHANGE TRADED FD T68.8K shares0.00%2026-06-302026-07-16

BX BLACKSTONE INC12.8K shares0.00%2026-06-302026-07-16

IBM INTERNATIONAL BUSINESS MACHS5.4K shares4.04%2026-06-302026-07-16

IGRO ISHARES TR17.0K shares-1.45%2026-06-302026-07-16

VYM VANGUARD WHITEHALL FDS9.4K shares0.00%2026-06-302026-07-16

GE GE AEROSPACE3.9K shares-1.38%2026-06-302026-07-16

VPL VANGUARD INTL EQUITY INDEX F12.5K shares0.00%2026-06-302026-07-16

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.8K shares-0.74%2026-06-302026-07-16

IWB ISHARES TR3.3K shares0.00%2026-06-302026-07-16

EFA ISHARES TR12.7K shares0.00%2026-06-302026-07-16

VEU VANGUARD INTL EQUITY INDEX F15.1K shares42.85%2026-06-302026-07-16

AMGN AMGEN INC3.4K shares-0.61%2026-06-302026-07-16

GEV GE VERNOVA INC1.1K shares1.44%2026-06-302026-07-16

CVX CHEVRON CORPORATION7.3K shares-1.62%2026-06-302026-07-16

IDV ISHARES TR28.4K shares-1.90%2026-06-302026-07-16

Sponsored

IJH ISHARES TR15.1K shares41.47%2026-06-302026-07-16

DGRO ISHARES TR15.2K shares0.00%2026-06-302026-07-16

ITOT ISHARES TR7.0K shares-1.24%2026-06-302026-07-16

GS GOLDMAN SACHS GROUP INC1.1K shares-0.96%2026-06-302026-07-16

RTX CORPORATION RTX CORPORATION5.8K shares0.09%2026-06-302026-07-16

IEUR ISHARES TR14.5K shares-11.62%2026-06-302026-07-16

BITB BITWISE BITCOIN ETF TR33.2K shares3.50%2026-06-302026-07-16

PEP PEPSICO INC7.8K shares-2.17%2026-06-302026-07-16

Sponsored

BLK BLACKROCK INC1.1K shares-0.37%2026-06-302026-07-16

TSM TAIWAN SEMICONDUCTOR MANUFAC2.1K shares-1.41%2026-06-302026-07-16

VOO VANGUARD INDEX FDS1.4K shares0.70%2026-06-302026-07-16

IJK ISHARES TR8.4K shares0.00%2026-06-302026-07-16

IJR ISHARES TR6.6K shares293.19%2026-06-302026-07-16

DWX SPDR INDEX SHS FDS21.2K shares0.00%2026-06-302026-07-16

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.0K shares-10.92%2026-06-302026-07-16

DOW DOW HLDGS INC34.1K shares1.65%2026-06-302026-07-16

Sponsored

VISA INC VISA INC2.7K shares-0.74%2026-06-302026-07-16

VHT VANGUARD WORLD FD3.0K shares3.38%2026-06-302026-07-16

DEM WISDOMTREE TR15.9K shares0.00%2026-06-302026-07-16

VFH VANGUARD WORLD FD6.1K shares0.00%2026-06-302026-07-16

HD HOME DEPOT INC2.3K shares-6.98%2026-06-302026-07-16

GD GENERAL DYNAMICS CORP2.2K shares-1.19%2026-06-302026-07-16

VIGI VANGUARD WHITEHALL FDS8.4K shares0.00%2026-06-302026-07-16

EMR EMERSON ELEC CO5.4K shares0.00%2026-06-302026-07-16

Sponsored

APPLIED MATLS INC APPLIED MATLS INC1.1K shares-3.54%2026-06-302026-07-16

COP CONOCOPHILLIPS7.2K shares1.13%2026-06-302026-07-16

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-16

RSP INVESCO EXCHANGE TRADED FD T3.5K shares-1.13%2026-06-302026-07-16

IVW ISHARES TR5.4K shares0.00%2026-06-302026-07-16

NEXTERA ENERGY INC NEXTERA ENERGY INC8.2K shares-0.52%2026-06-302026-07-16

LOW LOWES COS INC3.2K shares-0.06%2026-06-302026-07-16

ESGE ISHARES INC12.5K shares-9.54%2026-06-302026-07-16

Sponsored

VONG VANGUARD SCOTTSDALE FDS5.3K shares0.00%2026-06-302026-07-16

PCAR PACCAR INC5.7K shares0.00%2026-06-302026-07-16

IAU ISHARES GOLD TR9.0K shares0.00%2026-06-302026-07-16

MTUM ISHARES TR2.0K shares0.00%2026-06-302026-07-16

IPAC ISHARES TR8.2K shares-9.12%2026-06-302026-07-16

ESML ISHARES TR11.9K shares-6.70%2026-06-302026-07-16

VIG VANGUARD SPECIALIZED FUNDS2.8K shares-1.71%2026-06-302026-07-16

ABT ABBOTT LABORATORIES7.2K shares-0.43%2026-06-302026-07-16

Sponsored

NETFLIX INC. NETFLIX INC.9.1K shares-0.76%2026-06-302026-07-16

PSX PHILLIPS 663.7K shares13.84%2026-06-302026-07-16

CME CME GROUP INC2.8K shares0.00%2026-06-302026-07-16

BAC BANK OF AMER CORP10.4K shares0.91%2026-06-302026-07-16

IWN ISHARES TR2.6K shares-3.49%2026-06-302026-07-16

CSX CSX CORP12.0K shares0.25%2026-06-302026-07-16

DRI DARDEN RESTAURANTS INC2.8K shares0.00%2026-06-302026-07-16

ASML ASML HLDG NV287 shares1.06%2026-06-302026-07-16

Sponsored

XLB SELECT SECTOR SPDR TR11.2K shares-0.36%2026-06-302026-07-16

MS MORGAN STANLEY2.7K shares0.42%2026-06-302026-07-16

IBB ISHARES TR2.8K shares0.36%2026-06-302026-07-16

CAT CATERPILLAR INC496 shares-1.98%2026-06-302026-07-16

VBK VANGUARD INDEX FDS1.4K shares-9.87%2026-06-302026-07-16

EPP ISHARES INC9.2K shares0.00%2026-06-302026-07-16

CC CHEMOURS CO23.6K shares1.22%2026-06-302026-07-16

SBUX STARBUCKS CORP4.7K shares-3.87%2026-06-302026-07-16

Sponsored

ISHARES TR ISHARES TR4.8K shares0.00%2026-06-302026-07-16

QLD PROSHARES TR4.9K shares0.00%2026-06-302026-07-16

CDNS CADENCE DESIGN SYSTEM INC1.3K shares0.00%2026-06-302026-07-16

BITQ BITWISE FUNDS TRUST18.5K shares0.00%2026-06-302026-07-16

IDEV ISHARES TR5.0K shares-0.06%2026-06-302026-07-16

WEC WEC ENERGY GROUP INC3.8K shares-0.86%2026-06-302026-07-16

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.0K shares0.00%2026-06-302026-07-16

DUK DUKE ENERGY CORP NEW3.4K shares-6.55%2026-06-302026-07-16

Sponsored

APD AIR PRODUCTS AND CHEMICALS I1.5K shares0.14%2026-06-302026-07-16

MO ALTRIA GROUP INC5.8K shares-0.03%2026-06-302026-07-16

AXP AMERICAN EXPRESS CO1.2K shares-0.65%2026-06-302026-07-16

BMY BRISTOL-MYERS SQUIBB CO7.0K shares-3.19%2026-06-302026-07-16

PAVE GLOBAL X FDS6.8K shares0.00%2026-06-302026-07-16

SOUTHERN CO SOUTHERN CO4.1K shares0.00%2026-06-302026-07-16

KMI KINDER MORGAN INC DEL12.2K shares-1.03%2026-06-302026-07-16

NTAP NETAPP INC2.5K shares0.00%2026-06-302026-07-16

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC501 sharesnew addition2026-06-302026-07-16

ETHW BITWISE ETHEREUM ETF33.6K shares2.90%2026-06-302026-07-16

PEG PUBLIC SVC ENTERPRISE GROUP4.7K shares-0.72%2026-06-302026-07-16

SNDK SANDISK CORP166 sharesnew addition2026-06-302026-07-16

VAW VANGUARD WORLD FD1.6K shares0.00%2026-06-302026-07-16

VDC VANGUARD WORLD FD1.6K shares-19.05%2026-06-302026-07-16

TMO THERMO FISHER SCIENTIFIC INC728 shares-2.02%2026-06-302026-07-16

IFF INTERNATIONAL FLAVORS&FRAGRA4.6K shares3.42%2026-06-302026-07-16

Sponsored

MRVL MARVELL TECHNOLOGY INC1.2K sharesnew addition2026-06-302026-07-16

SYK STRYKER CORPORATION1.1K shares-1.98%2026-06-302026-07-16

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.0K shares7.45%2026-06-302026-07-16

VZ VERIZON COMMUNICATIONS INC8.2K shares-11.73%2026-06-302026-07-16

INTC INTEL CORP2.5K sharesnew addition2026-06-302026-07-16

NOBL PROSHARES TR6.0K shares100.00%2026-06-302026-07-16

CRM SALESFORCE INC2.1K shares8.67%2026-06-302026-07-16

SSO PROSHARES TR4.9K shares0.00%2026-06-302026-07-16

Sponsored

WDC WESTERN DIGITAL CORP500 sharesnew addition2026-06-302026-07-16

WFC WELLS FARGO & CO3.8K shares-0.62%2026-06-302026-07-16

NSC NORFOLK SOUTHN CORP999 shares0.00%2026-06-302026-07-16

CMI CUMMINS INC433 shares0.00%2026-06-302026-07-16

BA BOEING CO1.4K shares0.07%2026-06-302026-07-16

SHYD VANECK ETF TRUST13.4K shares0.17%2026-06-302026-07-16

GLW CORNING INC1.2K sharesnew addition2026-06-302026-07-16

LRCX LAM RESEARCH CORP700 sharesnew addition2026-06-302026-07-16

Sponsored

KLAC KLA CORP1.0K sharesnew addition2026-06-302026-07-16

DLR DIGITAL RLTY TR INC1.7K shares-4.91%2026-06-302026-07-16

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V1.1K shares0.00%2026-06-302026-07-16

BBN BLACKROCK TAX MUNICPAL BD TR18.0K shares0.00%2026-06-302026-07-16

GIS GENERAL MILLS INC8.2K shares0.01%2026-06-302026-07-16

ADP AUTOMATIC DATA PROCESSING IN1.2K shares-7.51%2026-06-302026-07-16

EFAV ISHARES TR3.1K shares0.00%2026-06-302026-07-16

SCHC SCHWAB STRATEGIC TR5.6K shares0.00%2026-06-302026-07-16

Sponsored

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.2.9K sharesnew addition2026-06-302026-07-16

SDY SPDR SERIES TRUST1.7K shares-2.79%2026-06-302026-07-16

LHX L3HARRIS TECHNOLOGIES INC908 shares0.33%2026-06-302026-07-16

DHR DANAHER CORP DEL1.4K shares0.00%2026-06-302026-07-16

FDX FEDEX CORP837 shares0.00%2026-06-302026-07-16

ORACLE CORP ORACLE CORP1.8K shares0.00%2026-06-302026-07-16

ITW ILLINOIS TOOL WKS INC962 shares-17.42%2026-06-302026-07-16

FIW FIRST TR EXCHANGE-TRADED FD2.4K shares0.00%2026-06-302026-07-16

Sponsored

CEG CONSTELLATION ENERGY CORP1.0K shares-3.86%2026-06-302026-07-16

CI THE CIGNA GROUP910 shares-1.09%2026-06-302026-07-16

ALPS ETF TR ALPS ETF TR4.7K shares-17.87%2026-06-302026-07-16

T AT&T INC11.6K shares12.60%2026-06-302026-07-16

RPG INVESCO EXCHANGE TRADED FD T3.8K sharesnew addition2026-06-302026-07-16

CARR CARRIER GLOBAL CORPORATION3.3K sharesnew addition2026-06-302026-07-16

C CITIGROUP INC1.7K sharesnew addition2026-06-302026-07-16

BBCA J P MORGAN EXCHANGE TRADED F2.4K shares0.80%2026-06-302026-07-16

Sponsored

COF CAPITAL ONE FINL CORP1.2K shares0.00%2026-06-302026-07-16

QQQJ INVESCO EXCH TRADED FD TR II5.2K sharesnew addition2026-06-302026-07-16

TGT TARGET CORP1.8K shares-1.83%2026-06-302026-07-16

VGK VANGUARD INTL EQUITY INDEX F2.6K shares0.00%2026-06-302026-07-16

TJX TJX COS INC NEW1.5K shares-3.07%2026-06-302026-07-16

SHOP SHOPIFY INC2.0K shares0.00%2026-06-302026-07-16

SPG SIMON PPTY GROUP INC NEW1.0K sharesnew addition2026-06-302026-07-16

VVV VALVOLINE INC5.6K sharesnew addition2026-06-302026-07-16

Sponsored

FCOM FIDELITY COVINGTON TRUST3.1K shares0.23%2026-06-302026-07-16

VCR VANGUARD WORLD FD539 shares-13.76%2026-06-302026-07-16

IJS ISHARES TR1.6K shares-12.20%2026-06-302026-07-16

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR4.7K sharesnew addition2026-06-302026-07-16

ISTB ISHARES TR4.4K shares4.72%2026-06-302026-07-16

ADOBE INC ADOBE INC1.0K shares-6.02%2026-06-302026-07-16

APPLOVIN CORP APPLOVIN CORP400 sharesnew addition2026-06-302026-07-16

COR CENCORA INC718 shares0.84%2026-06-302026-07-16

Sponsored

EMXC ISHARES INC2.0K sharesnew addition2026-06-302026-07-16

MQY BLACKROCK MUNIYILD QULT FD I15.8K sharesnew addition2026-06-302026-07-16

VPV INVESCO PA VALUE MUN INC TR15.8K shares-2.92%2026-06-302026-07-16

LWLG LIGHTWAVE LOGIC INC16.8K shares55.68%2026-06-302026-07-16

PGX INVESCO EXCH TRADED FD TR II10.6K shares0.00%2026-06-302026-07-16

SCHF

SCHWAB STRATEGIC TR

-2.15%

Shares5.7M

Event2026-06-30

Filed2026-07-16

VTV

VANGUARD INDEX FDS

-1.18%

Shares691.9K

Event2026-06-30

Filed2026-07-16

VUG

VANGUARD INDEX FDS

503.29%

Shares1.4M

Event2026-06-30

Filed2026-07-16

VCIT

VANGUARD SCOTTSDALE FDS

10.06%

Shares1.4M

Event2026-06-30

Filed2026-07-16

VGIT

VANGUARD SCOTTSDALE FDS

7.11%

Shares974.4K

Event2026-06-30

Filed2026-07-16

VWO

VANGUARD INTL EQUITY INDEX F

0.83%

Shares692.5K

Event2026-06-30

Filed2026-07-16

ISHARES TR

2.58%

Shares384.9K

Event2026-06-30

Filed2026-07-16

SPYV

SPDR SERIES TRUST

1.00%

Shares565.8K

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC

-1.48%

Shares118.8K

Event2026-06-30

Filed2026-07-16

SPYG

SPDR SERIES TRUST

0.42%

Shares286.7K

Event2026-06-30

Filed2026-07-16

SLYV

SPDR SERIES TRUST

-2.32%

Shares278.2K

Event2026-06-30

Filed2026-07-16

VGT

VANGUARD WORLD FD

698.98%

Shares211.0K

Event2026-06-30

Filed2026-07-16

SCHO

SCHWAB STRATEGIC TR

7.45%

Shares809.7K

Event2026-06-30

Filed2026-07-16

REET

ISHARES TR

1.48%

Shares706.8K

Event2026-06-30

Filed2026-07-16

WORLD GOLD TR

7.55%

Shares238.5K

Event2026-06-30

Filed2026-07-16

BAR

GRANITESHARES GOLD TR

5.10%

Shares452.6K

Event2026-06-30

Filed2026-07-16

SUB

ISHARES TR

-2.41%

Shares141.8K

Event2026-06-30

Filed2026-07-16

NVDA

NVIDIA CORPORATION

-4.35%

Shares73.7K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC

-0.68%

Shares32.5K

Event2026-06-30

Filed2026-07-16

IEMG

ISHARES INC

0.53%

Shares136.2K

Event2026-06-30

Filed2026-07-16

MUB

ISHARES TR

0.50%

Shares91.7K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

-0.79%

Shares26.2K

Event2026-06-30

Filed2026-07-16

VTEB

VANGUARD MUN BD FDS

-2.29%

Shares181.4K

Event2026-06-30

Filed2026-07-16

JPMORGAN CHASE & CO

9.65%

Shares27.6K

Event2026-06-30

Filed2026-07-16

VEA

VANGUARD TAX-MANAGED FDS

-0.38%

Shares122.6K

Event2026-06-30

Filed2026-07-16

BROADCOM INC

0.88%

Shares20.7K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC

-0.95%

Shares32.2K

Event2026-06-30

Filed2026-07-16

LLY

ELI LILLY & CO

0.14%

Shares6.4K

Event2026-06-30

Filed2026-07-16

VBR

VANGUARD INDEX FDS

1.32%

Shares31.1K

Event2026-06-30

Filed2026-07-16

ESGV

VANGUARD WORLD FD

-2.10%

Shares45.5K

Event2026-06-30

Filed2026-07-16

ASTRAZENECA PLC

-2.42%

Shares28.1K

Event2026-06-30

Filed2026-07-16

HDV

ISHARES TR

400.27%

Shares183.5K

Event2026-06-30

Filed2026-07-16

URI

UNITED RENTALS INC

14.36%

Shares4.2K

Event2026-06-30

Filed2026-07-16

QQQ

INVESCO QQQ TR

-1.23%

Shares6.5K

Event2026-06-30

Filed2026-07-16

SCHG

SCHWAB STRATEGIC TR

2.73%

Shares137.6K

Event2026-06-30

Filed2026-07-16

ITM

VANECK ETF TRUST

-4.22%

Shares98.8K

Event2026-06-30

Filed2026-07-16

SCHV

SCHWAB STRATEGIC TR

3.61%

Shares132.3K

Event2026-06-30

Filed2026-07-16

STIFEL FINL CORP

-1.05%

Shares66.0K

Event2026-06-30

Filed2026-07-16

STATE STR SPDR S&P 500 ETF T

8.13%

Shares5.6K

Event2026-06-30

Filed2026-07-16

CORTEVA INC

2.23%

Shares47.4K

Event2026-06-30

Filed2026-07-16

BITW

BITWISE 10 CRYPTO INDEX ETF

3.14%

Shares105.0K

Event2026-06-30

Filed2026-07-16

VIOV

VANGUARD ADMIRAL FDS INC

0.04%

Shares33.6K

Event2026-06-30

Filed2026-07-16

GOOG

ALPHABET INC

0.91%

Shares11.1K

Event2026-06-30

Filed2026-07-16

JMST

J P MORGAN EXCHANGE TRADED F

-3.55%

Shares76.8K

Event2026-06-30

Filed2026-07-16

SCHE

SCHWAB STRATEGIC TR

-1.39%

Shares107.6K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC DEL

-3.04%

Shares7.8K

Event2026-06-30

Filed2026-07-16

XLY

SELECT SECTOR SPDR TR

-2.94%

Shares32.5K

Event2026-06-30

Filed2026-07-16

MUNI

PIMCO ETF TR

-3.21%

Shares70.8K

Event2026-06-30

Filed2026-07-16

XLV

SELECT SECTOR SPDR TR

-4.75%

Shares23.1K

Event2026-06-30

Filed2026-07-16

XLF

SELECT SECTOR SPDR TR

-0.30%

Shares68.2K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

-2.86%

Shares9.4K

Event2026-06-30

Filed2026-07-16

VIS

VANGUARD WORLD FD

-0.17%

Shares9.4K

Event2026-06-30

Filed2026-07-16

USMV

ISHARES TR

-1.71%

Shares34.5K

Event2026-06-30

Filed2026-07-16

EXXON MOBIL CORP

0.51%

Shares24.0K

Event2026-06-30

Filed2026-07-16

VXUS

VANGUARD STAR FDS

-0.30%

Shares36.0K

Event2026-06-30

Filed2026-07-16

ABBVIE INC

-0.20%

Shares11.2K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON

-0.94%

Shares11.1K

Event2026-06-30

Filed2026-07-16

ESGD

ISHARES TR

0.53%

Shares27.3K

Event2026-06-30

Filed2026-07-16

QNITY ELECTRONICS INC

-2.83%

Shares16.9K

Event2026-06-30

Filed2026-07-16

PROCTER & GAMBLE CO

-2.50%

Shares18.4K

Event2026-06-30

Filed2026-07-16

MRK

MERCK & CO INC

-0.95%

Shares20.8K

Event2026-06-30

Filed2026-07-16

AMD

ADVANCED MICRO DEVICES INC

-1.59%

Shares4.5K

Event2026-06-30

Filed2026-07-16

QQQM

INVESCO EXCH TRADED FD TR II

-0.60%

Shares8.5K

Event2026-06-30

Filed2026-07-16

BBEU

J P MORGAN EXCHANGE TRADED F

-1.06%

Shares31.7K

Event2026-06-30

Filed2026-07-16

IXUS

ISHARES TR

1.49%

Shares24.1K

Event2026-06-30

Filed2026-07-16

IXN

ISHARES TR

0.00%

Shares14.9K

Event2026-06-30

Filed2026-07-16

ISHARES TR

-0.14%

Shares2.9K

Event2026-06-30

Filed2026-07-16

GLD

SPDR GOLD TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-16

TSLA

TESLA INC

0.20%

Shares5.0K

Event2026-06-30

Filed2026-07-16

VOX

VANGUARD WORLD FD

1.10%

Shares11.1K

Event2026-06-30

Filed2026-07-16

XLI

SELECT SECTOR SPDR TR

-0.33%

Shares10.6K

Event2026-06-30

Filed2026-07-16

MCD

MCDONALDS CORP

-2.86%

Shares7.0K

Event2026-06-30

Filed2026-07-16

FLEE

FRANKLIN TEMPLETON ETF TR

0.00%

Shares48.9K

Event2026-06-30

Filed2026-07-16

UNP

UNION PAC CORP

0.06%

Shares6.9K

Event2026-06-30

Filed2026-07-16

SHM

SPDR SERIES TRUST

-0.80%

Shares38.9K

Event2026-06-30

Filed2026-07-16

QUAL

ISHARES TR

0.35%

Shares8.5K

Event2026-06-30

Filed2026-07-16

VCSH

VANGUARD SCOTTSDALE FDS

28.49%

Shares22.3K

Event2026-06-30

Filed2026-07-16

AEP

AMERICAN ELEC PWR CO INC

-0.30%

Shares12.8K

Event2026-06-30

Filed2026-07-16

VANGUARD INTL EQUITY INDEX F

21.48%

Shares11.0K

Event2026-06-30

Filed2026-07-16

COCA COLA CO

-1.09%

Shares21.1K

Event2026-06-30

Filed2026-07-16

DUPONT DE NEMOURS INC

New

Shares12.2K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-16

WMT

WALMART INC

-1.75%

Shares14.1K

Event2026-06-30

Filed2026-07-16

LMT

LOCKHEED MARTIN CORP

-1.20%

Shares3.1K

Event2026-06-30

Filed2026-07-16

SCHX

SCHWAB STRATEGIC TR

New

Shares53.9K

Event2026-06-30

Filed2026-07-16

META PLATFORMS INC

-4.81%

Shares2.8K

Event2026-06-30

Filed2026-07-16

XLK

SELECT SECTOR SPDR TR

-10.01%

Shares8.2K

Event2026-06-30

Filed2026-07-16

PNC

PNC FINL SVCS GROUP INC

0.16%

Shares6.3K

Event2026-06-30

Filed2026-07-16

CISCO SYS INC

-2.06%

Shares13.0K

Event2026-06-30

Filed2026-07-16

PID

INVESCO EXCHANGE TRADED FD T

0.00%

Shares68.8K

Event2026-06-30

Filed2026-07-16

BLACKSTONE INC

0.00%

Shares12.8K

Event2026-06-30

Filed2026-07-16

IBM

INTERNATIONAL BUSINESS MACHS

4.04%

Shares5.4K

Event2026-06-30

Filed2026-07-16

IGRO

ISHARES TR

-1.45%

Shares17.0K

Event2026-06-30

Filed2026-07-16

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-16

GE AEROSPACE

-1.38%

Shares3.9K

Event2026-06-30

Filed2026-07-16

VPL

VANGUARD INTL EQUITY INDEX F

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-16

MASTERCARD INCORPORATED

-0.74%

Shares2.8K

Event2026-06-30

Filed2026-07-16

IWB

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-16

EFA

ISHARES TR

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-16

VEU

VANGUARD INTL EQUITY INDEX F

42.85%

Shares15.1K

Event2026-06-30

Filed2026-07-16

AMGN

AMGEN INC

-0.61%

Shares3.4K

Event2026-06-30

Filed2026-07-16

GEV

GE VERNOVA INC

1.44%

Shares1.1K

Event2026-06-30

Filed2026-07-16

CVX

CHEVRON CORPORATION

-1.62%

Shares7.3K

Event2026-06-30

Filed2026-07-16

IDV

ISHARES TR

-1.90%

Shares28.4K

Event2026-06-30

Filed2026-07-16

IJH

ISHARES TR

41.47%

Shares15.1K

Event2026-06-30

Filed2026-07-16

DGRO

ISHARES TR

0.00%

Shares15.2K

Event2026-06-30

Filed2026-07-16

ITOT

ISHARES TR

-1.24%

Shares7.0K

Event2026-06-30

Filed2026-07-16

GOLDMAN SACHS GROUP INC

-0.96%

Shares1.1K

Event2026-06-30

Filed2026-07-16

RTX CORPORATION

0.09%

Shares5.8K

Event2026-06-30

Filed2026-07-16

IEUR

ISHARES TR

-11.62%

Shares14.5K

Event2026-06-30

Filed2026-07-16

BITB

BITWISE BITCOIN ETF TR

3.50%

Shares33.2K

Event2026-06-30

Filed2026-07-16

PEP

PEPSICO INC

-2.17%

Shares7.8K

Event2026-06-30

Filed2026-07-16

BLK

BLACKROCK INC

-0.37%

Shares1.1K

Event2026-06-30

Filed2026-07-16

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.41%

Shares2.1K

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD INDEX FDS

0.70%

Shares1.4K

Event2026-06-30

Filed2026-07-16

IJK

ISHARES TR

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-16

IJR

ISHARES TR

293.19%

Shares6.6K

Event2026-06-30

Filed2026-07-16

DWX

SPDR INDEX SHS FDS

0.00%

Shares21.2K

Event2026-06-30

Filed2026-07-16

COSTCO WHOLESALE CORPORATION

-10.92%

Shares1.0K

Event2026-06-30

Filed2026-07-16

DOW

DOW HLDGS INC

1.65%

Shares34.1K

Event2026-06-30

Filed2026-07-16

VISA INC

-0.74%

Shares2.7K

Event2026-06-30

Filed2026-07-16

VHT

VANGUARD WORLD FD

3.38%

Shares3.0K

Event2026-06-30

Filed2026-07-16

DEM

WISDOMTREE TR

0.00%

Shares15.9K

Event2026-06-30

Filed2026-07-16

VFH

VANGUARD WORLD FD

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-16

HOME DEPOT INC

-6.98%

Shares2.3K

Event2026-06-30

Filed2026-07-16

GENERAL DYNAMICS CORP

-1.19%

Shares2.2K

Event2026-06-30

Filed2026-07-16

VIGI

VANGUARD WHITEHALL FDS

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-16

EMR

EMERSON ELEC CO

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-16

APPLIED MATLS INC

-3.54%

Shares1.1K

Event2026-06-30

Filed2026-07-16

COP

CONOCOPHILLIPS

1.13%

Shares7.2K

Event2026-06-30

Filed2026-07-16

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-16

RSP

INVESCO EXCHANGE TRADED FD T

-1.13%

Shares3.5K

Event2026-06-30

Filed2026-07-16

IVW

ISHARES TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-16

NEXTERA ENERGY INC

-0.52%

Shares8.2K

Event2026-06-30

Filed2026-07-16

LOW

LOWES COS INC

-0.06%

Shares3.2K

Event2026-06-30

Filed2026-07-16

ESGE

ISHARES INC

-9.54%

Shares12.5K

Event2026-06-30

Filed2026-07-16

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-16

PCAR

PACCAR INC

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-16

IAU

ISHARES GOLD TR

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-16

MTUM

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-16

IPAC

ISHARES TR

-9.12%

Shares8.2K

Event2026-06-30

Filed2026-07-16

ESML

ISHARES TR

-6.70%

Shares11.9K

Event2026-06-30

Filed2026-07-16

VIG

VANGUARD SPECIALIZED FUNDS

-1.71%

Shares2.8K

Event2026-06-30

Filed2026-07-16

ABT

ABBOTT LABORATORIES

-0.43%

Shares7.2K

Event2026-06-30

Filed2026-07-16

NETFLIX INC.

-0.76%

Shares9.1K

Event2026-06-30

Filed2026-07-16

PSX

PHILLIPS 66

13.84%

Shares3.7K

Event2026-06-30

Filed2026-07-16

CME

CME GROUP INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-16

BAC

BANK OF AMER CORP

0.91%

Shares10.4K

Event2026-06-30

Filed2026-07-16

IWN

ISHARES TR

-3.49%

Shares2.6K

Event2026-06-30

Filed2026-07-16

CSX

CSX CORP

0.25%

Shares12.0K

Event2026-06-30

Filed2026-07-16

DRI

DARDEN RESTAURANTS INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-16

ASML

ASML HLDG NV

1.06%

Shares287

Event2026-06-30

Filed2026-07-16

XLB

SELECT SECTOR SPDR TR

-0.36%

Shares11.2K

Event2026-06-30

Filed2026-07-16

MORGAN STANLEY

0.42%

Shares2.7K

Event2026-06-30

Filed2026-07-16

IBB

ISHARES TR

0.36%

Shares2.8K

Event2026-06-30

Filed2026-07-16

CAT

CATERPILLAR INC

-1.98%

Shares496

Event2026-06-30

Filed2026-07-16

VBK

VANGUARD INDEX FDS

-9.87%

Shares1.4K

Event2026-06-30

Filed2026-07-16

EPP

ISHARES INC

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-16

CHEMOURS CO

1.22%

Shares23.6K

Event2026-06-30

Filed2026-07-16

SBUX

STARBUCKS CORP

-3.87%

Shares4.7K

Event2026-06-30

Filed2026-07-16

ISHARES TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-16

QLD

PROSHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-16

CDNS

CADENCE DESIGN SYSTEM INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-16

BITQ

BITWISE FUNDS TRUST

0.00%

Shares18.5K

Event2026-06-30

Filed2026-07-16

IDEV

ISHARES TR

-0.06%

Shares5.0K

Event2026-06-30

Filed2026-07-16

WEC

WEC ENERGY GROUP INC

-0.86%

Shares3.8K

Event2026-06-30

Filed2026-07-16

UNITEDHEALTH GROUP INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

DUK

DUKE ENERGY CORP NEW

-6.55%

Shares3.4K

Event2026-06-30

Filed2026-07-16

APD

AIR PRODUCTS AND CHEMICALS I

0.14%

Shares1.5K

Event2026-06-30

Filed2026-07-16

ALTRIA GROUP INC

-0.03%

Shares5.8K

Event2026-06-30

Filed2026-07-16

AXP

AMERICAN EXPRESS CO

-0.65%

Shares1.2K

Event2026-06-30

Filed2026-07-16

BMY

BRISTOL-MYERS SQUIBB CO

-3.19%

Shares7.0K

Event2026-06-30

Filed2026-07-16

PAVE

GLOBAL X FDS

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-16

SOUTHERN CO

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-16

KMI

KINDER MORGAN INC DEL

-1.03%

Shares12.2K

Event2026-06-30

Filed2026-07-16

NTAP

NETAPP INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-16

CROWDSTRIKE HLDGS INC

New

Shares501

Event2026-06-30

Filed2026-07-16

ETHW

BITWISE ETHEREUM ETF

2.90%

Shares33.6K

Event2026-06-30

Filed2026-07-16

PEG

PUBLIC SVC ENTERPRISE GROUP

-0.72%

Shares4.7K

Event2026-06-30

Filed2026-07-16

SNDK

SANDISK CORP

New

Shares166

Event2026-06-30

Filed2026-07-16

VAW

VANGUARD WORLD FD

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-16

VDC

VANGUARD WORLD FD

-19.05%

Shares1.6K

Event2026-06-30

Filed2026-07-16

TMO

THERMO FISHER SCIENTIFIC INC

-2.02%

Shares728

Event2026-06-30

Filed2026-07-16

IFF

INTERNATIONAL FLAVORS&FRAGRA

3.42%

Shares4.6K

Event2026-06-30

Filed2026-07-16

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-16

SYK

STRYKER CORPORATION

-1.98%

Shares1.1K

Event2026-06-30

Filed2026-07-16

PALANTIR TECHNOLOGIES INC

7.45%

Shares3.0K

Event2026-06-30

Filed2026-07-16

VERIZON COMMUNICATIONS INC

-11.73%

Shares8.2K

Event2026-06-30

Filed2026-07-16

INTC

INTEL CORP

New

Shares2.5K

Event2026-06-30

Filed2026-07-16

NOBL

PROSHARES TR

100.00%

Shares6.0K

Event2026-06-30

Filed2026-07-16

CRM

SALESFORCE INC

8.67%

Shares2.1K

Event2026-06-30

Filed2026-07-16

SSO

PROSHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-16

WDC

WESTERN DIGITAL CORP

New

Shares500

Event2026-06-30

Filed2026-07-16

WFC

WELLS FARGO & CO

-0.62%

Shares3.8K

Event2026-06-30

Filed2026-07-16

NSC

NORFOLK SOUTHN CORP

0.00%

Shares999

Event2026-06-30

Filed2026-07-16

CMI

CUMMINS INC

0.00%

Shares433

Event2026-06-30

Filed2026-07-16

BOEING CO

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-16

SHYD

VANECK ETF TRUST

0.17%

Shares13.4K

Event2026-06-30

Filed2026-07-16

GLW

CORNING INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-16

LRCX

LAM RESEARCH CORP

New

Shares700

Event2026-06-30

Filed2026-07-16

KLAC

KLA CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-16

DLR

DIGITAL RLTY TR INC

-4.91%

Shares1.7K

Event2026-06-30

Filed2026-07-16

NXP SEMICONDUCTORS N V

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-16

BBN

BLACKROCK TAX MUNICPAL BD TR

0.00%

Shares18.0K

Event2026-06-30

Filed2026-07-16

GIS

GENERAL MILLS INC

0.01%

Shares8.2K

Event2026-06-30

Filed2026-07-16

ADP

AUTOMATIC DATA PROCESSING IN

-7.51%

Shares1.2K

Event2026-06-30

Filed2026-07-16

EFAV

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-16

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-16

MICROCHIP TECHNOLOGY INC.

New

Shares2.9K

Event2026-06-30

Filed2026-07-16

SDY

SPDR SERIES TRUST

-2.79%

Shares1.7K

Event2026-06-30

Filed2026-07-16

LHX

L3HARRIS TECHNOLOGIES INC

0.33%

Shares908

Event2026-06-30

Filed2026-07-16

DHR

DANAHER CORP DEL

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-16

FDX

FEDEX CORP

0.00%

Shares837

Event2026-06-30

Filed2026-07-16

ORACLE CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-16

ITW

ILLINOIS TOOL WKS INC

-17.42%

Shares962

Event2026-06-30

Filed2026-07-16

FIW

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-16

CEG

CONSTELLATION ENERGY CORP

-3.86%

Shares1.0K

Event2026-06-30

Filed2026-07-16

THE CIGNA GROUP

-1.09%

Shares910

Event2026-06-30

Filed2026-07-16

ALPS ETF TR

-17.87%

Shares4.7K

Event2026-06-30

Filed2026-07-16

AT&T INC

12.60%

Shares11.6K

Event2026-06-30

Filed2026-07-16

RPG

INVESCO EXCHANGE TRADED FD T

New

Shares3.8K

Event2026-06-30

Filed2026-07-16

CARR

CARRIER GLOBAL CORPORATION

New

Shares3.3K

Event2026-06-30

Filed2026-07-16

CITIGROUP INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-16

BBCA

J P MORGAN EXCHANGE TRADED F

0.80%

Shares2.4K

Event2026-06-30

Filed2026-07-16

COF

CAPITAL ONE FINL CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-16

QQQJ

INVESCO EXCH TRADED FD TR II

New

Shares5.2K

Event2026-06-30

Filed2026-07-16

TGT

TARGET CORP

-1.83%

Shares1.8K

Event2026-06-30

Filed2026-07-16

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-16

TJX

TJX COS INC NEW

-3.07%

Shares1.5K

Event2026-06-30

Filed2026-07-16

SHOP

SHOPIFY INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-16

SPG

SIMON PPTY GROUP INC NEW

New

Shares1.0K

Event2026-06-30

Filed2026-07-16

VVV

VALVOLINE INC

New

Shares5.6K

Event2026-06-30

Filed2026-07-16

FCOM

FIDELITY COVINGTON TRUST

0.23%

Shares3.1K

Event2026-06-30

Filed2026-07-16

VCR

VANGUARD WORLD FD

-13.76%

Shares539

Event2026-06-30

Filed2026-07-16

IJS

ISHARES TR

-12.20%

Shares1.6K

Event2026-06-30

Filed2026-07-16

SELECT SECTOR SPDR TR

New

Shares4.7K

Event2026-06-30

Filed2026-07-16

ISTB

ISHARES TR

4.72%

Shares4.4K

Event2026-06-30

Filed2026-07-16

ADOBE INC

-6.02%

Shares1.0K

Event2026-06-30

Filed2026-07-16

APPLOVIN CORP

New

Shares400

Event2026-06-30

Filed2026-07-16

COR

CENCORA INC

0.84%

Shares718

Event2026-06-30

Filed2026-07-16

EMXC

ISHARES INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-16

MQY

BLACKROCK MUNIYILD QULT FD I

New

Shares15.8K

Event2026-06-30

Filed2026-07-16

VPV

INVESCO PA VALUE MUN INC TR

-2.92%

Shares15.8K

Event2026-06-30

Filed2026-07-16

LWLG

LIGHTWAVE LOGIC INC

55.68%

Shares16.8K

Event2026-06-30

Filed2026-07-16

PGX

INVESCO EXCH TRADED FD TR II

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available