Sponsored

The Analysis of SIMA Wealth Partners, LLC's Holdings & P&L

Currently, SIMA Wealth Partners, LLC holds 130 types of securities in its portfolio with a total value $141.1M. In the most recent quarter, they have increased their positions in VO (+5.2K shares, valued at $422.6K), SPYV (+4.3K shares, valued at $259.1K), USIG (+3.9K shares, valued at $202.1K); decreased their positions in N/A (-1.5K shares, valued at $1.2M), SPYG (-4.4K shares, valued at $524.4K), SCHR (-11.9K shares, valued at $293.3K).

1M P&L

+621.6K+0.52%

3M P&L

+4.3M+3.71%

HY P&L

+6.8M+6.00%

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/A114.6M

96.7%

2Tobacco1.1M

0.9%

3Consumer Electronics570.9K

0.5%

Top Industries by Stock Count

1N/A79 stocks

68.1%

2Tobacco3 stocks

2.6%

3Specialty Industrial Machinery3 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR26.9K shares-5.43%2026-06-302026-07-28

DFAI DIMENSIONAL ETF TRUST264.7K shares-0.02%2026-06-302026-07-28

SPYG SPDR SERIES TRUST88.8K shares-4.73%2026-06-302026-07-28

JIRE J P MORGAN EXCHANGE TRADED F127.8K shares-1.77%2026-06-302026-07-28

USIG ISHARES TR197.6K shares2.04%2026-06-302026-07-28

DFAE DIMENSIONAL ETF TRUST239.6K shares1.76%2026-06-302026-07-28

MBB ISHARES TR81.4K shares-2.82%2026-06-302026-07-28

JAVA J P MORGAN EXCHANGE TRADED F92.8K shares-2.02%2026-06-302026-07-28

Sponsored

SCHR SCHWAB STRATEGIC TR280.5K shares-4.07%2026-06-302026-07-28

SPYV SPDR SERIES TRUST107.0K shares4.15%2026-06-302026-07-28

IVW ISHARES TR35.3K shares-2.93%2026-06-302026-07-28

IVE ISHARES TR15.1K shares-6.59%2026-06-302026-07-28

SCHO SCHWAB STRATEGIC TR120.8K shares-5.52%2026-06-302026-07-28

SPMD SPDR SERIES TRUST40.0K shares4.31%2026-06-302026-07-28

SCHV SCHWAB STRATEGIC TR54.2K shares-1.09%2026-06-302026-07-28

ISHARES TR ISHARES TR18.3K shares-0.75%2026-06-302026-07-28

Sponsored

VTV VANGUARD INDEX FDS7.0K shares0.00%2026-06-302026-07-28

DFAS DIMENSIONAL ETF TRUST15.4K shares5.93%2026-06-302026-07-28

SCHG SCHWAB STRATEGIC TR33.1K shares-7.50%2026-06-302026-07-28

MUB ISHARES TR10.2K shares0.00%2026-06-302026-07-28

IGSB ISHARES TR19.9K shares-15.30%2026-06-302026-07-28

SCHM SCHWAB STRATEGIC TR24.4K shares-1.33%2026-06-302026-07-28

PM PHILIP MORRIS INTL INC4.3K shares-3.57%2026-06-302026-07-28

IWY ISHARES TR2.6K shares0.00%2026-06-302026-07-28

Sponsored

IJH ISHARES TR9.4K shares-5.11%2026-06-302026-07-28

IWB ISHARES TR1.6K shares-14.17%2026-06-302026-07-28

VONG VANGUARD SCOTTSDALE FDS4.7K shares0.00%2026-06-302026-07-28

IEMG ISHARES INC7.2K shares0.60%2026-06-302026-07-28

AAPL APPLE INC2.0K shares0.00%2026-06-302026-07-28

VO VANGUARD INDEX FDS7.0K shares299.03%2026-06-302026-07-28

IDEV ISHARES TR6.3K shares-1.57%2026-06-302026-07-28

SCHF SCHWAB STRATEGIC TR18.6K shares2.89%2026-06-302026-07-28

Sponsored

IWX ISHARES TR4.5K shares0.00%2026-06-302026-07-28

IJR ISHARES TR3.0K shares-5.78%2026-06-302026-07-28

IXUS ISHARES TR3.8K shares2.10%2026-06-302026-07-28

SCHD SCHWAB STRATEGIC TR11.4K shares0.04%2026-06-302026-07-28

QUAL ISHARES TR1.6K shares0.00%2026-06-302026-07-28

HEFA ISHARES TR7.5K shares0.00%2026-06-302026-07-28

SPEM SPDR INDEX SHS FDS6.8K shares0.00%2026-06-302026-07-28

VMBS VANGUARD SCOTTSDALE FDS7.4K shares-4.84%2026-06-302026-07-28

Sponsored

AUB ATLANTIC UN BANKSHARES CORP7.7K shares0.00%2026-06-302026-07-28

JNJ JOHNSON & JOHNSON1.3K shares0.00%2026-06-302026-07-28

BROADCOM INC BROADCOM INC810 shares0.00%2026-06-302026-07-28

MO ALTRIA GROUP INC4.0K shares-3.62%2026-06-302026-07-28

IGIB ISHARES TR5.1K shares-6.64%2026-06-302026-07-28

MCD MCDONALDS CORP975 shares-9.30%2026-06-302026-07-28

SPHQ INVESCO EXCHANGE TRADED FD T2.5K shares0.00%2026-06-302026-07-28

IYW ISHARES TR850 shares0.00%2026-06-302026-07-28

Sponsored

USMV ISHARES TR2.2K shares0.00%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS2.9K shares0.00%2026-06-302026-07-28

IWD ISHARES TR826 shares-3.39%2026-06-302026-07-28

IWF ISHARES TR1.4K shares300.00%2026-06-302026-07-28

EBAY EBAY INC.1.5K shares0.00%2026-06-302026-07-28

AMZN AMAZON COM INC654 shares0.00%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T203 shares0.00%2026-06-302026-07-28

EFA ISHARES TR1.4K shares0.00%2026-06-302026-07-28

Sponsored

SPSM SPDR SERIES TRUST2.4K shares0.00%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL257 shares0.00%2026-06-302026-07-28

PH PARKER-HANNIFIN CORP127 shares0.00%2026-06-302026-07-28

IJK ISHARES TR1.0K shares-8.35%2026-06-302026-07-28

SCHE SCHWAB STRATEGIC TR3.4K shares0.39%2026-06-302026-07-28

SCHB SCHWAB STRATEGIC TR4.2K shares18.35%2026-06-302026-07-28

EMR EMERSON ELEC CO827 shares0.00%2026-06-302026-07-28

SHY ISHARES TR1.3K shares-19.75%2026-06-302026-07-28

Sponsored

GLD SPDR GOLD TR273 shares0.00%2026-06-302026-07-28

JVAL J P MORGAN EXCHANGE TRADED F1.6K shares0.00%2026-06-302026-07-28

IJJ ISHARES TR590 shares-4.84%2026-06-302026-07-28

IJT ISHARES TR466 shares-13.06%2026-06-302026-07-28

SDY SPDR SERIES TRUST537 shares0.00%2026-06-302026-07-28

FRDM EA SERIES TRUST1.1K shares0.00%2026-06-302026-07-28

GOVT ISHARES TR3.4K shares-17.70%2026-06-302026-07-28

ITOT ISHARES TR473 shares0.00%2026-06-302026-07-28

Sponsored

VWO VANGUARD INTL EQUITY INDEX F1.3K shares0.00%2026-06-302026-07-28

VB VANGUARD INDEX FDS241 shares0.00%2026-06-302026-07-28

KO COCA COLA CO810 shares-21.74%2026-06-302026-07-28

CMI CUMMINS INC90 shares0.00%2026-06-302026-07-28

GOOGL ALPHABET INC170 shares0.00%2026-06-302026-07-28

VOO VANGUARD INDEX FDS88 shares-10.20%2026-06-302026-07-28

PG PROCTER & GAMBLE CO403 shares0.00%2026-06-302026-07-28

SYK STRYKER CORPORATION176 shares0.00%2026-06-302026-07-28

Sponsored

IWR ISHARES TR486 shares0.00%2026-06-302026-07-28

GD GENERAL DYNAMICS CORP120 shares0.00%2026-06-302026-07-28

NSC NORFOLK SOUTHN CORP130 shares0.00%2026-06-302026-07-28

SCHA SCHWAB STRATEGIC TR1.1K shares0.89%2026-06-302026-07-28

MASTERCARD INCORPORATED MASTERCARD INCORPORATED75 shares0.00%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP280 shares0.00%2026-06-302026-07-28

COIN COINBASE GLOBAL INC257 shares0.00%2026-06-302026-07-28

MDYG SPDR SERIES TRUST321 shares0.00%2026-06-302026-07-28

Sponsored

IBM INTERNATIONAL BUSINESS MACHS125 shares0.00%2026-06-302026-07-28

VISA INC VISA INC100 shares0.00%2026-06-302026-07-28

SCHX SCHWAB STRATEGIC TR1.2K shares2.11%2026-06-302026-07-28

MKL MARKEL GROUP INC16 shares0.00%2026-06-302026-07-28

SPTI SPDR SERIES TRUST1.1K shares0.00%2026-06-302026-07-28

MSFT MICROSOFT CORP80 shares0.00%2026-06-302026-07-28

VFH VANGUARD WORLD FD212 shares0.00%2026-06-302026-07-28

PEP PEPSICO INC195 shares-39.06%2026-06-302026-07-28

Sponsored

ABBVIE INC ABBVIE INC100 shares0.00%2026-06-302026-07-28

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC60 shares-40.00%2026-06-302026-07-28

IWM ISHARES TR73 shares0.00%2026-06-302026-07-28

VCSH VANGUARD SCOTTSDALE FDS247 shares-1.59%2026-06-302026-07-28

DGRO ISHARES TR237 shares0.00%2026-06-302026-07-28

SPDR SERIES TRUST SPDR SERIES TRUST204 shares0.00%2026-06-302026-07-28

IWP ISHARES TR119 shares0.00%2026-06-302026-07-28

DUK DUKE ENERGY CORP NEW129 shares0.00%2026-06-302026-07-28

Sponsored

NWBI NORTHWEST BANCSHARES INC987 shares0.00%2026-06-302026-07-28

IPO RENAISSANCE CAP GREENWICH FD250 shares0.00%2026-06-302026-07-28

ELV ELEVANCE HEALTH INC FORMERLY36 shares0.00%2026-06-302026-07-28

DOMINION ENERGY INC DOMINION ENERGY INC200 shares0.00%2026-06-302026-07-28

IWO ISHARES TR33 shares0.00%2026-06-302026-07-28

BTI BRITISH AMERN TOB PLC210 shares0.00%2026-06-302026-07-28

IJS ISHARES TR89 shares0.00%2026-06-302026-07-28

YUM YUM BRANDS INC75 shares-50.00%2026-06-302026-07-28

Sponsored

EEM ISHARES TR150 shares0.00%2026-06-302026-07-28

3M CO 3M CO62 shares0.00%2026-06-302026-07-28

F FORD MTR CO659 shares0.00%2026-06-302026-07-28

VZ VERIZON COMMUNICATIONS INC216 shares0.00%2026-06-302026-07-28

ABT ABBOTT LABORATORIES100 shares0.00%2026-06-302026-07-28

VUG VANGUARD INDEX FDS103 shares505.88%2026-06-302026-07-28

GM GENERAL MTRS CO107 shares0.00%2026-06-302026-07-28

T AT&T INC387 shares0.00%2026-06-302026-07-28

Sponsored

IEF ISHARES TR66 shares0.00%2026-06-302026-07-28

VCIT VANGUARD SCOTTSDALE FDS75 shares0.00%2026-06-302026-07-28

IVZ INVESCO LTD125 shares0.00%2026-06-302026-07-28

ALPS ETF TR ALPS ETF TR60 shares0.00%2026-06-302026-07-28

WBD WARNER BROS DISCOVERY INC95 shares0.00%2026-06-302026-07-28

BTC GRAYSCALE BITCOIN MINI TR ET57 shares0.00%2026-06-302026-07-28

IBIT ISHARES BITCOIN TRUST ETF41 shares0.00%2026-06-302026-07-28

PLURI INC PLURI INC350 shares0.00%2026-06-302026-07-28

Sponsored

CLOV CLOVER HEALTH INVESTMENTS CO50 shares0.00%2026-06-302026-07-28

KD KYNDRYL HLDGS INC21 shares0.00%2026-06-302026-07-28

ISHARES TR

-5.43%

Shares26.9K

Event2026-06-30

Filed2026-07-28

DFAI

DIMENSIONAL ETF TRUST

-0.02%

Shares264.7K

Event2026-06-30

Filed2026-07-28

SPYG

SPDR SERIES TRUST

-4.73%

Shares88.8K

Event2026-06-30

Filed2026-07-28

JIRE

J P MORGAN EXCHANGE TRADED F

-1.77%

Shares127.8K

Event2026-06-30

Filed2026-07-28

USIG

ISHARES TR

2.04%

Shares197.6K

Event2026-06-30

Filed2026-07-28

DFAE

DIMENSIONAL ETF TRUST

1.76%

Shares239.6K

Event2026-06-30

Filed2026-07-28

MBB

ISHARES TR

-2.82%

Shares81.4K

Event2026-06-30

Filed2026-07-28

JAVA

J P MORGAN EXCHANGE TRADED F

-2.02%

Shares92.8K

Event2026-06-30

Filed2026-07-28

SCHR

SCHWAB STRATEGIC TR

-4.07%

Shares280.5K

Event2026-06-30

Filed2026-07-28

SPYV

SPDR SERIES TRUST

4.15%

Shares107.0K

Event2026-06-30

Filed2026-07-28

IVW

ISHARES TR

-2.93%

Shares35.3K

Event2026-06-30

Filed2026-07-28

IVE

ISHARES TR

-6.59%

Shares15.1K

Event2026-06-30

Filed2026-07-28

SCHO

SCHWAB STRATEGIC TR

-5.52%

Shares120.8K

Event2026-06-30

Filed2026-07-28

SPMD

SPDR SERIES TRUST

4.31%

Shares40.0K

Event2026-06-30

Filed2026-07-28

SCHV

SCHWAB STRATEGIC TR

-1.09%

Shares54.2K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-0.75%

Shares18.3K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-28

DFAS

DIMENSIONAL ETF TRUST

5.93%

Shares15.4K

Event2026-06-30

Filed2026-07-28

SCHG

SCHWAB STRATEGIC TR

-7.50%

Shares33.1K

Event2026-06-30

Filed2026-07-28

MUB

ISHARES TR

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-28

IGSB

ISHARES TR

-15.30%

Shares19.9K

Event2026-06-30

Filed2026-07-28

SCHM

SCHWAB STRATEGIC TR

-1.33%

Shares24.4K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

-3.57%

Shares4.3K

Event2026-06-30

Filed2026-07-28

IWY

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-28

IJH

ISHARES TR

-5.11%

Shares9.4K

Event2026-06-30

Filed2026-07-28

IWB

ISHARES TR

-14.17%

Shares1.6K

Event2026-06-30

Filed2026-07-28

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-28

IEMG

ISHARES INC

0.60%

Shares7.2K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

299.03%

Shares7.0K

Event2026-06-30

Filed2026-07-28

IDEV

ISHARES TR

-1.57%

Shares6.3K

Event2026-06-30

Filed2026-07-28

SCHF

SCHWAB STRATEGIC TR

2.89%

Shares18.6K

Event2026-06-30

Filed2026-07-28

IWX

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES TR

-5.78%

Shares3.0K

Event2026-06-30

Filed2026-07-28

IXUS

ISHARES TR

2.10%

Shares3.8K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB STRATEGIC TR

0.04%

Shares11.4K

Event2026-06-30

Filed2026-07-28

QUAL

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-28

HEFA

ISHARES TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-28

SPEM

SPDR INDEX SHS FDS

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-28

VMBS

VANGUARD SCOTTSDALE FDS

-4.84%

Shares7.4K

Event2026-06-30

Filed2026-07-28

AUB

ATLANTIC UN BANKSHARES CORP

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

0.00%

Shares810

Event2026-06-30

Filed2026-07-28

ALTRIA GROUP INC

-3.62%

Shares4.0K

Event2026-06-30

Filed2026-07-28

IGIB

ISHARES TR

-6.64%

Shares5.1K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

-9.30%

Shares975

Event2026-06-30

Filed2026-07-28

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-28

IYW

ISHARES TR

0.00%

Shares850

Event2026-06-30

Filed2026-07-28

USMV

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-28

IWD

ISHARES TR

-3.39%

Shares826

Event2026-06-30

Filed2026-07-28

IWF

ISHARES TR

300.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

EBAY

EBAY INC.

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

0.00%

Shares654

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

0.00%

Shares203

Event2026-06-30

Filed2026-07-28

EFA

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

SPSM

SPDR SERIES TRUST

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares257

Event2026-06-30

Filed2026-07-28

PARKER-HANNIFIN CORP

0.00%

Shares127

Event2026-06-30

Filed2026-07-28

IJK

ISHARES TR

-8.35%

Shares1.0K

Event2026-06-30

Filed2026-07-28

SCHE

SCHWAB STRATEGIC TR

0.39%

Shares3.4K

Event2026-06-30

Filed2026-07-28

SCHB

SCHWAB STRATEGIC TR

18.35%

Shares4.2K

Event2026-06-30

Filed2026-07-28

EMR

EMERSON ELEC CO

0.00%

Shares827

Event2026-06-30

Filed2026-07-28

SHY

ISHARES TR

-19.75%

Shares1.3K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TR

0.00%

Shares273

Event2026-06-30

Filed2026-07-28

JVAL

J P MORGAN EXCHANGE TRADED F

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-28

IJJ

ISHARES TR

-4.84%

Shares590

Event2026-06-30

Filed2026-07-28

IJT

ISHARES TR

-13.06%

Shares466

Event2026-06-30

Filed2026-07-28

SDY

SPDR SERIES TRUST

0.00%

Shares537

Event2026-06-30

Filed2026-07-28

FRDM

EA SERIES TRUST

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-28

GOVT

ISHARES TR

-17.70%

Shares3.4K

Event2026-06-30

Filed2026-07-28

ITOT

ISHARES TR

0.00%

Shares473

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

0.00%

Shares241

Event2026-06-30

Filed2026-07-28

COCA COLA CO

-21.74%

Shares810

Event2026-06-30

Filed2026-07-28

CMI

CUMMINS INC

0.00%

Shares90

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

0.00%

Shares170

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

-10.20%

Shares88

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

0.00%

Shares403

Event2026-06-30

Filed2026-07-28

SYK

STRYKER CORPORATION

0.00%

Shares176

Event2026-06-30

Filed2026-07-28

IWR

ISHARES TR

0.00%

Shares486

Event2026-06-30

Filed2026-07-28

GENERAL DYNAMICS CORP

0.00%

Shares120

Event2026-06-30

Filed2026-07-28

NSC

NORFOLK SOUTHN CORP

0.00%

Shares130

Event2026-06-30

Filed2026-07-28

SCHA

SCHWAB STRATEGIC TR

0.89%

Shares1.1K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

0.00%

Shares75

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

0.00%

Shares280

Event2026-06-30

Filed2026-07-28

COIN

COINBASE GLOBAL INC

0.00%

Shares257

Event2026-06-30

Filed2026-07-28

MDYG

SPDR SERIES TRUST

0.00%

Shares321

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares125

Event2026-06-30

Filed2026-07-28

VISA INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-28

SCHX

SCHWAB STRATEGIC TR

2.11%

Shares1.2K

Event2026-06-30

Filed2026-07-28

MKL

MARKEL GROUP INC

0.00%

Shares16

Event2026-06-30

Filed2026-07-28

SPTI

SPDR SERIES TRUST

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

0.00%

Shares80

Event2026-06-30

Filed2026-07-28

VFH

VANGUARD WORLD FD

0.00%

Shares212

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

-39.06%

Shares195

Event2026-06-30

Filed2026-07-28

ABBVIE INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

-40.00%

Shares60

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

0.00%

Shares73

Event2026-06-30

Filed2026-07-28

VCSH

VANGUARD SCOTTSDALE FDS

-1.59%

Shares247

Event2026-06-30

Filed2026-07-28

DGRO

ISHARES TR

0.00%

Shares237

Event2026-06-30

Filed2026-07-28

SPDR SERIES TRUST

0.00%

Shares204

Event2026-06-30

Filed2026-07-28

IWP

ISHARES TR

0.00%

Shares119

Event2026-06-30

Filed2026-07-28

DUK

DUKE ENERGY CORP NEW

0.00%

Shares129

Event2026-06-30

Filed2026-07-28

NWBI

NORTHWEST BANCSHARES INC

0.00%

Shares987

Event2026-06-30

Filed2026-07-28

IPO

RENAISSANCE CAP GREENWICH FD

0.00%

Shares250

Event2026-06-30

Filed2026-07-28

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares36

Event2026-06-30

Filed2026-07-28

DOMINION ENERGY INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-28

IWO

ISHARES TR

0.00%

Shares33

Event2026-06-30

Filed2026-07-28

BTI

BRITISH AMERN TOB PLC

0.00%

Shares210

Event2026-06-30

Filed2026-07-28

IJS

ISHARES TR

0.00%

Shares89

Event2026-06-30

Filed2026-07-28

YUM

YUM BRANDS INC

-50.00%

Shares75

Event2026-06-30

Filed2026-07-28

EEM

ISHARES TR

0.00%

Shares150

Event2026-06-30

Filed2026-07-28

3M CO

0.00%

Shares62

Event2026-06-30

Filed2026-07-28

FORD MTR CO

0.00%

Shares659

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC

0.00%

Shares216

Event2026-06-30

Filed2026-07-28

ABT

ABBOTT LABORATORIES

0.00%

Shares100

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

505.88%

Shares103

Event2026-06-30

Filed2026-07-28

GENERAL MTRS CO

0.00%

Shares107

Event2026-06-30

Filed2026-07-28

AT&T INC

0.00%

Shares387

Event2026-06-30

Filed2026-07-28

IEF

ISHARES TR

0.00%

Shares66

Event2026-06-30

Filed2026-07-28

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares75

Event2026-06-30

Filed2026-07-28

IVZ

INVESCO LTD

0.00%

Shares125

Event2026-06-30

Filed2026-07-28

ALPS ETF TR

0.00%

Shares60

Event2026-06-30

Filed2026-07-28

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares95

Event2026-06-30

Filed2026-07-28

BTC

GRAYSCALE BITCOIN MINI TR ET

0.00%

Shares57

Event2026-06-30

Filed2026-07-28

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares41

Event2026-06-30

Filed2026-07-28

PLURI INC

0.00%

Shares350

Event2026-06-30

Filed2026-07-28

CLOV

CLOVER HEALTH INVESTMENTS CO

0.00%

Shares50

Event2026-06-30

Filed2026-07-28

KYNDRYL HLDGS INC

0.00%

Shares21

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available