Sponsored

The Analysis of FOUNDERS GROVE WEALTH PARTNERS, LLC's Holdings & P&L

Currently, FOUNDERS GROVE WEALTH PARTNERS, LLC holds 184 types of securities in its portfolio with a total value $500.9M. In the most recent quarter, they have increased their positions in VUG (+222.7K shares, valued at $19.2M), VGT (+154.4K shares, valued at $18.4M), VO (+58.7K shares, valued at $4.7M); decreased their positions in N/A (-27.3K shares, valued at $2.7M), LLY (-2.0K shares, valued at $2.4M), VEA (-19.1K shares, valued at $1.4M); initiated new positions in BND (+45.0K shares, valued at $3.3M), N/A (+9.5K shares, valued at $1.3M), SPTI (+25.8K shares, valued at $731.4K).

1M P&L

+2.4M+0.51%

3M P&L

+18.0M+3.88%

HY P&L

-190.8M-28.41%

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/A387.5M

81.6%

2Drug Manufacturers - General21.7M

4.6%

3Semiconductors11.6M

2.4%

Top Industries by Stock Count

1N/A86 stocks

52.8%

2Semiconductors7 stocks

4.3%

3Software - Application5 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS527.0K shares-3.50%2026-06-302026-07-22

BIL SPDR SERIES TRUST281.1K shares7.32%2026-06-302026-07-22

VUG VANGUARD INDEX FDS266.8K shares504.49%2026-06-302026-07-22

VGT VANGUARD WORLD FD179.9K shares604.08%2026-06-302026-07-22

LLY ELI LILLY & CO15.4K shares-11.54%2026-06-302026-07-22

VV VANGUARD INDEX FDS48.1K shares0.71%2026-06-302026-07-22

IVW ISHARES TR110.2K shares-2.22%2026-06-302026-07-22

VUSB VANGUARD BD INDEX FDS287.5K shares9.08%2026-06-302026-07-22

Sponsored

XLK SELECT SECTOR SPDR TR70.2K shares-3.72%2026-06-302026-07-22

BINC BLACKROCK ETF TRUST II206.6K shares7.28%2026-06-302026-07-22

AAPL APPLE INC37.2K shares9.70%2026-06-302026-07-22

VGIT VANGUARD SCOTTSDALE FDS182.0K shares7.30%2026-06-302026-07-22

VOO VANGUARD INDEX FDS14.5K shares-0.68%2026-06-302026-07-22

VTV VANGUARD INDEX FDS44.5K shares1.91%2026-06-302026-07-22

ISHARES TR ISHARES TR92.6K shares-22.77%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F152.1K shares-2.86%2026-06-302026-07-22

Sponsored

VIS VANGUARD WORLD FD23.1K shares-2.85%2026-06-302026-07-22

VFH VANGUARD WORLD FD62.3K shares5.45%2026-06-302026-07-22

VCR VANGUARD WORLD FD20.4K shares-1.75%2026-06-302026-07-22

VHT VANGUARD WORLD FD26.7K shares-1.50%2026-06-302026-07-22

VYM VANGUARD WHITEHALL FDS47.5K shares-3.54%2026-06-302026-07-22

IJH ISHARES TR88.0K shares-0.48%2026-06-302026-07-22

MSFT MICROSOFT CORP17.2K shares2.01%2026-06-302026-07-22

VO VANGUARD INDEX FDS77.8K shares308.09%2026-06-302026-07-22

Sponsored

IVE ISHARES TR26.3K shares-1.74%2026-06-302026-07-22

NVDA NVIDIA CORPORATION29.4K shares15.95%2026-06-302026-07-22

VOX VANGUARD WORLD FD26.7K shares-3.12%2026-06-302026-07-22

SDY SPDR SERIES TRUST31.0K shares-2.19%2026-06-302026-07-22

EFA ISHARES TR44.1K shares-5.07%2026-06-302026-07-22

IGSB ISHARES TR79.4K shares-1.17%2026-06-302026-07-22

VOT VANGUARD INDEX FDS12.3K shares3.28%2026-06-302026-07-22

VOE VANGUARD INDEX FDS18.9K shares0.78%2026-06-302026-07-22

Sponsored

PEY INVESCO EXCHANGE TRADED FD T158.9K shares-3.68%2026-06-302026-07-22

VB VANGUARD INDEX FDS11.6K shares-0.09%2026-06-302026-07-22

FDL FIRST TR EXCHANGE-TRADED FD70.2K shares-2.52%2026-06-302026-07-22

IJK ISHARES TR28.2K shares-0.29%2026-06-302026-07-22

BND VANGUARD BD INDEX FDS45.0K sharesnew addition2026-06-302026-07-22

GOOGL ALPHABET INC9.2K shares6.90%2026-06-302026-07-22

VDC VANGUARD WORLD FD14.4K shares-5.95%2026-06-302026-07-22

DON WISDOMTREE TR57.4K shares-0.49%2026-06-302026-07-22

Sponsored

AIVL WISDOMTREE TR23.4K shares-0.56%2026-06-302026-07-22

IEMG ISHARES INC35.1K shares-0.07%2026-06-302026-07-22

VDE VANGUARD WORLD FD18.1K shares-13.73%2026-06-302026-07-22

GOOG ALPHABET INC7.4K shares39.27%2026-06-302026-07-22

TSLA TESLA INC5.9K shares2.18%2026-06-302026-07-22

SPDR S&P 500 ETF TR SPDR S&P 500 ETF TR3.3K shares-0.03%2026-06-302026-07-22

IJR ISHARES TR16.6K shares-1.83%2026-06-302026-07-22

DES WISDOMTREE TR59.9K shares-0.17%2026-06-302026-07-22

Sponsored

IJJ ISHARES TR15.4K shares-4.12%2026-06-302026-07-22

IWM ISHARES TR7.3K shares-2.40%2026-06-302026-07-22

AMZN AMAZON COM INC9.2K shares2.02%2026-06-302026-07-22

BROADCOM INC BROADCOM INC5.7K shares53.26%2026-06-302026-07-22

XLY SELECT SECTOR SPDR TR18.1K shares-2.48%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON8.3K shares1.96%2026-06-302026-07-22

SMMU PIMCO ETF TR41.0K shares28.22%2026-06-302026-07-22

ISHARES TR ISHARES TR2.7K shares-0.07%2026-06-302026-07-22

Sponsored

IXG ISHARES TR15.8K shares-3.14%2026-06-302026-07-22

JMST J P MORGAN EXCHANGE TRADED F37.7K shares32.01%2026-06-302026-07-22

SHY ISHARES TR23.4K shares-5.66%2026-06-302026-07-22

NSC NORFOLK SOUTHN CORP6.0K shares39.01%2026-06-302026-07-22

XLF SELECT SECTOR SPDR TR33.6K shares-0.57%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO5.4K shares59.47%2026-06-302026-07-22

VBK VANGUARD INDEX FDS4.6K shares-3.41%2026-06-302026-07-22

SUB ISHARES TR15.5K shares-2.93%2026-06-302026-07-22

Sponsored

SLYV SPDR SERIES TRUST15.0K shares-0.59%2026-06-302026-07-22

XLI SELECT SECTOR SPDR TR8.7K shares0.57%2026-06-302026-07-22

VNQ VANGUARD INDEX FDS16.6K shares-2.92%2026-06-302026-07-22

VBR VANGUARD INDEX FDS6.5K shares0.76%2026-06-302026-07-22

TSM TAIWAN SEMICONDUCTOR MFG LTD3.3K shares6.05%2026-06-302026-07-22

EEM ISHARES TR22.9K shares-2.95%2026-06-302026-07-22

VPU VANGUARD WORLD FD7.8K shares-4.06%2026-06-302026-07-22

VAW VANGUARD WORLD FD6.5K shares-5.60%2026-06-302026-07-22

Sponsored

MPC MARATHON PETE CORP5.8K shares0.49%2026-06-302026-07-22

MU MICRON TECHNOLOGY INC1.2K shares52.59%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL2.8K shares36.66%2026-06-302026-07-22

MUB ISHARES TR12.3K shares19.50%2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP9.5K sharesnew addition2026-06-302026-07-22

SHV ISHARES TR11.8K shares10.97%2026-06-302026-07-22

IJT ISHARES TR7.2K shares-3.88%2026-06-302026-07-22

PG PROCTER AND GAMBLE CO8.4K shares6.85%2026-06-302026-07-22

Sponsored

VISA INC VISA INC3.4K shares1.55%2026-06-302026-07-22

XLV SELECT SECTOR SPDR TR7.0K shares-7.28%2026-06-302026-07-22

AMD ADVANCED MICRO DEVICES INC1.8K shares49.63%2026-06-302026-07-22

IEI ISHARES TR8.5K shares-36.53%2026-06-302026-07-22

INTC INTEL CORP7.1K shares14.91%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC1.7K shares55.89%2026-06-302026-07-22

KO COCA COLA CO10.5K shares32.11%2026-06-302026-07-22

HD HOME DEPOT INC2.4K shares1.52%2026-06-302026-07-22

Sponsored

PM PHILIP MORRIS INTL INC4.5K shares4.15%2026-06-302026-07-22

CAT CATERPILLAR INC730 shares3.55%2026-06-302026-07-22

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-22

BAC BANK AMERICA CORP13.1K shares3.28%2026-06-302026-07-22

ABBVIE INC ABBVIE INC2.9K shares5.76%2026-06-302026-07-22

SPTI SPDR SERIES TRUST25.8K sharesnew addition2026-06-302026-07-22

XLC SELECT SECTOR SPDR TR6.6K shares-4.49%2026-06-302026-07-22

ASML ASML HLDG NV355 shares-2.20%2026-06-302026-07-22

Sponsored

CISCO SYS INC CISCO SYS INC6.0K shares2.19%2026-06-302026-07-22

IJS ISHARES TR5.1K shares-7.04%2026-06-302026-07-22

LQD ISHARES TR6.3K shares3.46%2026-06-302026-07-22

ELV ELEVANCE HEALTH INC FORMERLY1.7K shares5.58%2026-06-302026-07-22

MRK MERCK & CO INC5.0K shares15.13%2026-06-302026-07-22

CATH GLOBAL X FDS6.6K shares-0.41%2026-06-302026-07-22

TPLC TIMOTHY PLAN11.1K shares-0.63%2026-06-302026-07-22

XLP SELECT SECTOR SPDR TR6.7K shares-4.63%2026-06-302026-07-22

Sponsored

ADOBE INC ADOBE INC2.7K sharesnew addition2026-06-302026-07-22

SCHG SCHWAB STRATEGIC TR15.3K shares0.00%2026-06-302026-07-22

LRCX LAM RESEARCH CORP1.2K shares6.81%2026-06-302026-07-22

TWLO TWILIO INC2.4K sharesnew addition2026-06-302026-07-22

APPLIED MATLS INC APPLIED MATLS INC687 shares-0.58%2026-06-302026-07-22

MDY SPDR S&P MIDCAP 400 ETF TR704 shares0.00%2026-06-302026-07-22

ABT ABBOTT LABS5.3K shares2.79%2026-06-302026-07-22

PANW PALO ALTO NETWORKS INC1.4K shares6.82%2026-06-302026-07-22

Sponsored

ADP AUTOMATIC DATA PROCESSING IN2.1K shares7.01%2026-06-302026-07-22

MO ALTRIA GROUP INC6.6K shares6.46%2026-06-302026-07-22

VOOG VANGUARD ADMIRAL FDS INC5.7K shares500.00%2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS1.9K shares0.00%2026-06-302026-07-22

COSTCO WHSL CORP NEW COSTCO WHSL CORP NEW485 shares42.23%2026-06-302026-07-22

CRM SALESFORCE INC2.9K sharesnew addition2026-06-302026-07-22

PSLV SPROTT ASSET MANAGEMENT LP23.9K shares6.21%2026-06-302026-07-22

QQQ INVESCO QQQ TR604 shares-13.09%2026-06-302026-07-22

Sponsored

AFL AFLAC INC3.6K shares1.10%2026-06-302026-07-22

GEV GE VERNOVA INC355 shares29.09%2026-06-302026-07-22

AXP AMERICAN EXPRESS CO1.2K shares-0.67%2026-06-302026-07-22

CEF SPROTT ASSET MANAGEMENT LP9.7K shares-56.93%2026-06-302026-07-22

ITW ILLINOIS TOOL WKS INC1.4K sharesnew addition2026-06-302026-07-22

MKL MARKEL GROUP INC193 shares0.00%2026-06-302026-07-22

TXN TEXAS INSTRS INC1.3K shares0.08%2026-06-302026-07-22

VGSH VANGUARD SCOTTSDALE FDS6.2K shares-25.24%2026-06-302026-07-22

Sponsored

WPM WHEATON PRECIOUS METALS CORP3.2K shares-1.31%2026-06-302026-07-22

IEF ISHARES TR3.6K shares-27.12%2026-06-302026-07-22

NETFLIX INC NETFLIX INC4.8K shares-5.29%2026-06-302026-07-22

JOHNSON CTLS INTL PLC JOHNSON CTLS INTL PLC2.3K shares0.00%2026-06-302026-07-22

FXNC FIRST NATL CORP11.0K shares0.00%2026-06-302026-07-22

HSBC HSBC HLDGS PLC3.4K shares5.74%2026-06-302026-07-22

FERG FERGUSON ENTERPRISES INC1.3K shares1.28%2026-06-302026-07-22

COF CAPITAL ONE FINL CORP1.6K shares-4.15%2026-06-302026-07-22

Sponsored

DUK DUKE ENERGY CORP NEW2.5K shares0.57%2026-06-302026-07-22

VTEB VANGUARD MUN BD FDS6.2K shares-1.05%2026-06-302026-07-22

FAST FASTENAL CO6.5K sharesnew addition2026-06-302026-07-22

KLAC KLA CORP1.0K sharesnew addition2026-06-302026-07-22

VCSH VANGUARD SCOTTSDALE FDS3.9K sharesnew addition2026-06-302026-07-22

FDX FEDEX CORP973 shares-0.92%2026-06-302026-07-22

INTU INTUIT1.2K sharesnew addition2026-06-302026-07-22

C CITIGROUP INC2.1K shares5.16%2026-06-302026-07-22

Sponsored

TFC TRUIST FINL CORP6.0K shares7.58%2026-06-302026-07-22

GILD GILEAD SCIENCES INC2.3K shares10.30%2026-06-302026-07-22

SNDK SANDISK CORP128 sharesnew addition2026-06-302026-07-22

WMT WALMART INC2.5K shares-0.12%2026-06-302026-07-22

MCK MCKESSON CORP373 shares17.30%2026-06-302026-07-22

WFC WELLS FARGO & CO3.4K sharesnew addition2026-06-302026-07-22

DOCU DOCUSIGN INC6.2K sharesnew addition2026-06-302026-07-22

NOC NORTHROP GRUMMAN CORP541 shares13.42%2026-06-302026-07-22

Sponsored

SOUTHERN CO SOUTHERN CO2.8K shares-8.42%2026-06-302026-07-22

GS GOLDMAN SACHS GROUP INC259 shares5.71%2026-06-302026-07-22

MASTERCARD INCORPORATED MASTERCARD INCORPORATED505 shares-53.02%2026-06-302026-07-22

RAYTHEON TECHNOLOGIES CORP RAYTHEON TECHNOLOGIES CORP1.3K shares-4.41%2026-06-302026-07-22

ORACLE CORP ORACLE CORP1.7K shares5.13%2026-06-302026-07-22

MRVL MARVELL TECHNOLOGY INC846 sharesnew addition2026-06-302026-07-22

PEN PENUMBRA INC791 sharesnew addition2026-06-302026-07-22

EMR EMERSON ELEC CO1.7K sharesnew addition2026-06-302026-07-22

Sponsored

MCD MCDONALDS CORP873 shares13.52%2026-06-302026-07-22

IBM INTERNATIONAL BUSINESS MACHS839 sharesnew addition2026-06-302026-07-22

WDAY WORKDAY INC1.9K sharesnew addition2026-06-302026-07-22

DVY ISHARES TR1.5K shares-4.16%2026-06-302026-07-22

CSX CSX CORP4.8K sharesnew addition2026-06-302026-07-22

BHP BHP BILLITON LIMITED2.7K sharesnew addition2026-06-302026-07-22

CP CANADIAN PACIFIC KANSAS CITY2.6K shares-1.00%2026-06-302026-07-22

NVS NOVARTIS AG1.4K shares-4.42%2026-06-302026-07-22

Sponsored

VIOO VANGUARD ADMIRAL FDS INC1.6K sharesnew addition2026-06-302026-07-22

NEM NEWMONT CORP2.3K sharesnew addition2026-06-302026-07-22

VT VANGUARD INTL EQUITY INDEX F1.4K sharesnew addition2026-06-302026-07-22

MS MORGAN STANLEY1.0K sharesnew addition2026-06-302026-07-22

SYY SYSCO CORP2.6K sharesnew addition2026-06-302026-07-22

WDC WESTERN DIGITAL CORP338 sharesnew addition2026-06-302026-07-22

SCHQ SCHWAB STRATEGIC TR6.8K sharesnew addition2026-06-302026-07-22

SHYG ISHARES TR5.0K shares1.22%2026-06-302026-07-22

Sponsored

DELL DELL TECHNOLOGIES INC487 sharesnew addition2026-06-302026-07-22

SYK STRYKER CORPORATION665 sharesnew addition2026-06-302026-07-22

BKNG BOOKING HOLDINGS INC1.2K sharesnew addition2026-06-302026-07-22

NEXTERA ENERGY INC NEXTERA ENERGY INC2.4K shares-10.01%2026-06-302026-07-22

VRT VERTIV HOLDINGS CO606 sharesnew addition2026-06-302026-07-22

ALB ALBEMARLE CORP1.5K shares-1.52%2026-06-302026-07-22

IMCV ISHARES TR2.2K sharesnew addition2026-06-302026-07-22

BANCO SANTANDER SA BANCO SANTANDER SA11.9K shares5.55%2026-06-302026-07-22

Sponsored

VEA

VANGUARD TAX-MANAGED FDS

-3.50%

Shares527.0K

Event2026-06-30

Filed2026-07-22

BIL

SPDR SERIES TRUST

7.32%

Shares281.1K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

504.49%

Shares266.8K

Event2026-06-30

Filed2026-07-22

VGT

VANGUARD WORLD FD

604.08%

Shares179.9K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

-11.54%

Shares15.4K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.71%

Shares48.1K

Event2026-06-30

Filed2026-07-22

IVW

ISHARES TR

-2.22%

Shares110.2K

Event2026-06-30

Filed2026-07-22

VUSB

VANGUARD BD INDEX FDS

9.08%

Shares287.5K

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

-3.72%

Shares70.2K

Event2026-06-30

Filed2026-07-22

BINC

BLACKROCK ETF TRUST II

7.28%

Shares206.6K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

9.70%

Shares37.2K

Event2026-06-30

Filed2026-07-22

VGIT

VANGUARD SCOTTSDALE FDS

7.30%

Shares182.0K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

-0.68%

Shares14.5K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

1.91%

Shares44.5K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-22.77%

Shares92.6K

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

-2.86%

Shares152.1K

Event2026-06-30

Filed2026-07-22

VIS

VANGUARD WORLD FD

-2.85%

Shares23.1K

Event2026-06-30

Filed2026-07-22

VFH

VANGUARD WORLD FD

5.45%

Shares62.3K

Event2026-06-30

Filed2026-07-22

VCR

VANGUARD WORLD FD

-1.75%

Shares20.4K

Event2026-06-30

Filed2026-07-22

VHT

VANGUARD WORLD FD

-1.50%

Shares26.7K

Event2026-06-30

Filed2026-07-22

VYM

VANGUARD WHITEHALL FDS

-3.54%

Shares47.5K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

-0.48%

Shares88.0K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

2.01%

Shares17.2K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

308.09%

Shares77.8K

Event2026-06-30

Filed2026-07-22

IVE

ISHARES TR

-1.74%

Shares26.3K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

15.95%

Shares29.4K

Event2026-06-30

Filed2026-07-22

VOX

VANGUARD WORLD FD

-3.12%

Shares26.7K

Event2026-06-30

Filed2026-07-22

SDY

SPDR SERIES TRUST

-2.19%

Shares31.0K

Event2026-06-30

Filed2026-07-22

EFA

ISHARES TR

-5.07%

Shares44.1K

Event2026-06-30

Filed2026-07-22

IGSB

ISHARES TR

-1.17%

Shares79.4K

Event2026-06-30

Filed2026-07-22

VOT

VANGUARD INDEX FDS

3.28%

Shares12.3K

Event2026-06-30

Filed2026-07-22

VOE

VANGUARD INDEX FDS

0.78%

Shares18.9K

Event2026-06-30

Filed2026-07-22

PEY

INVESCO EXCHANGE TRADED FD T

-3.68%

Shares158.9K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-0.09%

Shares11.6K

Event2026-06-30

Filed2026-07-22

FDL

FIRST TR EXCHANGE-TRADED FD

-2.52%

Shares70.2K

Event2026-06-30

Filed2026-07-22

IJK

ISHARES TR

-0.29%

Shares28.2K

Event2026-06-30

Filed2026-07-22

BND

VANGUARD BD INDEX FDS

New

Shares45.0K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

6.90%

Shares9.2K

Event2026-06-30

Filed2026-07-22

VDC

VANGUARD WORLD FD

-5.95%

Shares14.4K

Event2026-06-30

Filed2026-07-22

DON

WISDOMTREE TR

-0.49%

Shares57.4K

Event2026-06-30

Filed2026-07-22

AIVL

WISDOMTREE TR

-0.56%

Shares23.4K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

-0.07%

Shares35.1K

Event2026-06-30

Filed2026-07-22

VDE

VANGUARD WORLD FD

-13.73%

Shares18.1K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

39.27%

Shares7.4K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

2.18%

Shares5.9K

Event2026-06-30

Filed2026-07-22

SPDR S&P 500 ETF TR

-0.03%

Shares3.3K

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

-1.83%

Shares16.6K

Event2026-06-30

Filed2026-07-22

DES

WISDOMTREE TR

-0.17%

Shares59.9K

Event2026-06-30

Filed2026-07-22

IJJ

ISHARES TR

-4.12%

Shares15.4K

Event2026-06-30

Filed2026-07-22

IWM

ISHARES TR

-2.40%

Shares7.3K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

2.02%

Shares9.2K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

53.26%

Shares5.7K

Event2026-06-30

Filed2026-07-22

XLY

SELECT SECTOR SPDR TR

-2.48%

Shares18.1K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

1.96%

Shares8.3K

Event2026-06-30

Filed2026-07-22

SMMU

PIMCO ETF TR

28.22%

Shares41.0K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-0.07%

Shares2.7K

Event2026-06-30

Filed2026-07-22

IXG

ISHARES TR

-3.14%

Shares15.8K

Event2026-06-30

Filed2026-07-22

JMST

J P MORGAN EXCHANGE TRADED F

32.01%

Shares37.7K

Event2026-06-30

Filed2026-07-22

SHY

ISHARES TR

-5.66%

Shares23.4K

Event2026-06-30

Filed2026-07-22

NSC

NORFOLK SOUTHN CORP

39.01%

Shares6.0K

Event2026-06-30

Filed2026-07-22

XLF

SELECT SECTOR SPDR TR

-0.57%

Shares33.6K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

59.47%

Shares5.4K

Event2026-06-30

Filed2026-07-22

VBK

VANGUARD INDEX FDS

-3.41%

Shares4.6K

Event2026-06-30

Filed2026-07-22

SUB

ISHARES TR

-2.93%

Shares15.5K

Event2026-06-30

Filed2026-07-22

SLYV

SPDR SERIES TRUST

-0.59%

Shares15.0K

Event2026-06-30

Filed2026-07-22

XLI

SELECT SECTOR SPDR TR

0.57%

Shares8.7K

Event2026-06-30

Filed2026-07-22

VNQ

VANGUARD INDEX FDS

-2.92%

Shares16.6K

Event2026-06-30

Filed2026-07-22

VBR

VANGUARD INDEX FDS

0.76%

Shares6.5K

Event2026-06-30

Filed2026-07-22

TSM

TAIWAN SEMICONDUCTOR MFG LTD

6.05%

Shares3.3K

Event2026-06-30

Filed2026-07-22

EEM

ISHARES TR

-2.95%

Shares22.9K

Event2026-06-30

Filed2026-07-22

VPU

VANGUARD WORLD FD

-4.06%

Shares7.8K

Event2026-06-30

Filed2026-07-22

VAW

VANGUARD WORLD FD

-5.60%

Shares6.5K

Event2026-06-30

Filed2026-07-22

MPC

MARATHON PETE CORP

0.49%

Shares5.8K

Event2026-06-30

Filed2026-07-22

MICRON TECHNOLOGY INC

52.59%

Shares1.2K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

36.66%

Shares2.8K

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

19.50%

Shares12.3K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

New

Shares9.5K

Event2026-06-30

Filed2026-07-22

SHV

ISHARES TR

10.97%

Shares11.8K

Event2026-06-30

Filed2026-07-22

IJT

ISHARES TR

-3.88%

Shares7.2K

Event2026-06-30

Filed2026-07-22

PROCTER AND GAMBLE CO

6.85%

Shares8.4K

Event2026-06-30

Filed2026-07-22

VISA INC

1.55%

Shares3.4K

Event2026-06-30

Filed2026-07-22

XLV

SELECT SECTOR SPDR TR

-7.28%

Shares7.0K

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

49.63%

Shares1.8K

Event2026-06-30

Filed2026-07-22

IEI

ISHARES TR

-36.53%

Shares8.5K

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

14.91%

Shares7.1K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

55.89%

Shares1.7K

Event2026-06-30

Filed2026-07-22

COCA COLA CO

32.11%

Shares10.5K

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

1.52%

Shares2.4K

Event2026-06-30

Filed2026-07-22

PHILIP MORRIS INTL INC

4.15%

Shares4.5K

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

3.55%

Shares730

Event2026-06-30

Filed2026-07-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-22

BAC

BANK AMERICA CORP

3.28%

Shares13.1K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

5.76%

Shares2.9K

Event2026-06-30

Filed2026-07-22

SPTI

SPDR SERIES TRUST

New

Shares25.8K

Event2026-06-30

Filed2026-07-22

XLC

SELECT SECTOR SPDR TR

-4.49%

Shares6.6K

Event2026-06-30

Filed2026-07-22

ASML

ASML HLDG NV

-2.20%

Shares355

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

2.19%

Shares6.0K

Event2026-06-30

Filed2026-07-22

IJS

ISHARES TR

-7.04%

Shares5.1K

Event2026-06-30

Filed2026-07-22

LQD

ISHARES TR

3.46%

Shares6.3K

Event2026-06-30

Filed2026-07-22

ELV

ELEVANCE HEALTH INC FORMERLY

5.58%

Shares1.7K

Event2026-06-30

Filed2026-07-22

MRK

MERCK & CO INC

15.13%

Shares5.0K

Event2026-06-30

Filed2026-07-22

CATH

GLOBAL X FDS

-0.41%

Shares6.6K

Event2026-06-30

Filed2026-07-22

TPLC

TIMOTHY PLAN

-0.63%

Shares11.1K

Event2026-06-30

Filed2026-07-22

XLP

SELECT SECTOR SPDR TR

-4.63%

Shares6.7K

Event2026-06-30

Filed2026-07-22

ADOBE INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-22

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-22

LRCX

LAM RESEARCH CORP

6.81%

Shares1.2K

Event2026-06-30

Filed2026-07-22

TWLO

TWILIO INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-22

APPLIED MATLS INC

-0.58%

Shares687

Event2026-06-30

Filed2026-07-22

MDY

SPDR S&P MIDCAP 400 ETF TR

0.00%

Shares704

Event2026-06-30

Filed2026-07-22

ABT

ABBOTT LABS

2.79%

Shares5.3K

Event2026-06-30

Filed2026-07-22

PANW

PALO ALTO NETWORKS INC

6.82%

Shares1.4K

Event2026-06-30

Filed2026-07-22

ADP

AUTOMATIC DATA PROCESSING IN

7.01%

Shares2.1K

Event2026-06-30

Filed2026-07-22

ALTRIA GROUP INC

6.46%

Shares6.6K

Event2026-06-30

Filed2026-07-22

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares5.7K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-22

COSTCO WHSL CORP NEW

42.23%

Shares485

Event2026-06-30

Filed2026-07-22

CRM

SALESFORCE INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-22

PSLV

SPROTT ASSET MANAGEMENT LP

6.21%

Shares23.9K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

-13.09%

Shares604

Event2026-06-30

Filed2026-07-22

AFL

AFLAC INC

1.10%

Shares3.6K

Event2026-06-30

Filed2026-07-22

GEV

GE VERNOVA INC

29.09%

Shares355

Event2026-06-30

Filed2026-07-22

AXP

AMERICAN EXPRESS CO

-0.67%

Shares1.2K

Event2026-06-30

Filed2026-07-22

CEF

SPROTT ASSET MANAGEMENT LP

-56.93%

Shares9.7K

Event2026-06-30

Filed2026-07-22

ITW

ILLINOIS TOOL WKS INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-22

MKL

MARKEL GROUP INC

0.00%

Shares193

Event2026-06-30

Filed2026-07-22

TXN

TEXAS INSTRS INC

0.08%

Shares1.3K

Event2026-06-30

Filed2026-07-22

VGSH

VANGUARD SCOTTSDALE FDS

-25.24%

Shares6.2K

Event2026-06-30

Filed2026-07-22

WPM

WHEATON PRECIOUS METALS CORP

-1.31%

Shares3.2K

Event2026-06-30

Filed2026-07-22

IEF

ISHARES TR

-27.12%

Shares3.6K

Event2026-06-30

Filed2026-07-22

NETFLIX INC

-5.29%

Shares4.8K

Event2026-06-30

Filed2026-07-22

JOHNSON CTLS INTL PLC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-22

FXNC

FIRST NATL CORP

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-22

HSBC

HSBC HLDGS PLC

5.74%

Shares3.4K

Event2026-06-30

Filed2026-07-22

FERG

FERGUSON ENTERPRISES INC

1.28%

Shares1.3K

Event2026-06-30

Filed2026-07-22

COF

CAPITAL ONE FINL CORP

-4.15%

Shares1.6K

Event2026-06-30

Filed2026-07-22

DUK

DUKE ENERGY CORP NEW

0.57%

Shares2.5K

Event2026-06-30

Filed2026-07-22

VTEB

VANGUARD MUN BD FDS

-1.05%

Shares6.2K

Event2026-06-30

Filed2026-07-22

FAST

FASTENAL CO

New

Shares6.5K

Event2026-06-30

Filed2026-07-22

KLAC

KLA CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-22

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares3.9K

Event2026-06-30

Filed2026-07-22

FDX

FEDEX CORP

-0.92%

Shares973

Event2026-06-30

Filed2026-07-22

INTU

INTUIT

New

Shares1.2K

Event2026-06-30

Filed2026-07-22

CITIGROUP INC

5.16%

Shares2.1K

Event2026-06-30

Filed2026-07-22

TFC

TRUIST FINL CORP

7.58%

Shares6.0K

Event2026-06-30

Filed2026-07-22

GILD

GILEAD SCIENCES INC

10.30%

Shares2.3K

Event2026-06-30

Filed2026-07-22

SNDK

SANDISK CORP

New

Shares128

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

-0.12%

Shares2.5K

Event2026-06-30

Filed2026-07-22

MCK

MCKESSON CORP

17.30%

Shares373

Event2026-06-30

Filed2026-07-22

WFC

WELLS FARGO & CO

New

Shares3.4K

Event2026-06-30

Filed2026-07-22

DOCU

DOCUSIGN INC

New

Shares6.2K

Event2026-06-30

Filed2026-07-22

NOC

NORTHROP GRUMMAN CORP

13.42%

Shares541

Event2026-06-30

Filed2026-07-22

SOUTHERN CO

-8.42%

Shares2.8K

Event2026-06-30

Filed2026-07-22

GOLDMAN SACHS GROUP INC

5.71%

Shares259

Event2026-06-30

Filed2026-07-22

MASTERCARD INCORPORATED

-53.02%

Shares505

Event2026-06-30

Filed2026-07-22

RAYTHEON TECHNOLOGIES CORP

-4.41%

Shares1.3K

Event2026-06-30

Filed2026-07-22

ORACLE CORP

5.13%

Shares1.7K

Event2026-06-30

Filed2026-07-22

MRVL

MARVELL TECHNOLOGY INC

New

Shares846

Event2026-06-30

Filed2026-07-22

PEN

PENUMBRA INC

New

Shares791

Event2026-06-30

Filed2026-07-22

EMR

EMERSON ELEC CO

New

Shares1.7K

Event2026-06-30

Filed2026-07-22

MCD

MCDONALDS CORP

13.52%

Shares873

Event2026-06-30

Filed2026-07-22

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares839

Event2026-06-30

Filed2026-07-22

WDAY

WORKDAY INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-22

DVY

ISHARES TR

-4.16%

Shares1.5K

Event2026-06-30

Filed2026-07-22

CSX

CSX CORP

New

Shares4.8K

Event2026-06-30

Filed2026-07-22

BHP

BHP BILLITON LIMITED

New

Shares2.7K

Event2026-06-30

Filed2026-07-22

CANADIAN PACIFIC KANSAS CITY

-1.00%

Shares2.6K

Event2026-06-30

Filed2026-07-22

NVS

NOVARTIS AG

-4.42%

Shares1.4K

Event2026-06-30

Filed2026-07-22

VIOO

VANGUARD ADMIRAL FDS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-22

NEM

NEWMONT CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-22

VANGUARD INTL EQUITY INDEX F

New

Shares1.4K

Event2026-06-30

Filed2026-07-22

MORGAN STANLEY

New

Shares1.0K

Event2026-06-30

Filed2026-07-22

SYY

SYSCO CORP

New

Shares2.6K

Event2026-06-30

Filed2026-07-22

WDC

WESTERN DIGITAL CORP

New

Shares338

Event2026-06-30

Filed2026-07-22

SCHQ

SCHWAB STRATEGIC TR

New

Shares6.8K

Event2026-06-30

Filed2026-07-22

SHYG

ISHARES TR

1.22%

Shares5.0K

Event2026-06-30

Filed2026-07-22

DELL

DELL TECHNOLOGIES INC

New

Shares487

Event2026-06-30

Filed2026-07-22

SYK

STRYKER CORPORATION

New

Shares665

Event2026-06-30

Filed2026-07-22

BKNG

BOOKING HOLDINGS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-22

NEXTERA ENERGY INC

-10.01%

Shares2.4K

Event2026-06-30

Filed2026-07-22

VRT

VERTIV HOLDINGS CO

New

Shares606

Event2026-06-30

Filed2026-07-22

ALB

ALBEMARLE CORP

-1.52%

Shares1.5K

Event2026-06-30

Filed2026-07-22

IMCV

ISHARES TR

New

Shares2.2K

Event2026-06-30

Filed2026-07-22

BANCO SANTANDER SA

5.55%

Shares11.9K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available