Sponsored

The Analysis of CAHABA WEALTH MANAGEMENT, INC.'s Holdings & P&L

Currently, CAHABA WEALTH MANAGEMENT, INC. holds 158 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in N/A (+11.3K shares, valued at $8.5M), UBND (+382.4K shares, valued at $8.3M), ISTB (+84.9K shares, valued at $4.1M); decreased their positions in N/A (-15.7K shares, valued at $1.5M), N/A (-5.8K shares, valued at $576.6K), IVW (-4.0K shares, valued at $549.8K); initiated new positions in VGT (+4.2K shares, valued at $497.6K), XVV (+8.7K shares, valued at $495.2K), AMD (+656 shares, valued at $381.1K).

1M P&L

-1.2M-0.12%

3M P&L

+24.5M+2.43%

HY P&L

+42.7M+4.30%

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/A966.9M

93.3%

2Consumer Electronics7.9M

0.8%

3Asset Management6.3M

0.6%

Top Industries by Stock Count

1N/A72 stocks

55.0%

2Semiconductors4 stocks

3.1%

3Drug Manufacturers - General4 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR660.6K shares1.74%2026-06-302026-07-31

UBND VICTORY PORTFOLIOS II8.6M shares4.68%2026-06-302026-07-31

IXUS ISHARES TR1.8M shares2.23%2026-06-302026-07-31

IJH ISHARES TR2.1M shares2.18%2026-06-302026-07-31

IJR ISHARES TR485.1K shares1.54%2026-06-302026-07-31

SPDR SERIES TRUST SPDR SERIES TRUST737.9K shares-0.37%2026-06-302026-07-31

ISTB ISHARES TR1.2M shares7.52%2026-06-302026-07-31

MUB ISHARES TR408.1K shares6.44%2026-06-302026-07-31

Sponsored

VXUS VANGUARD STAR FDS510.5K shares-0.45%2026-06-302026-07-31

SOUTHERN CO SOUTHERN CO373.9K shares-4.04%2026-06-302026-07-31

IAGG ISHARES TR626.7K shares4.83%2026-06-302026-07-31

SPMD SPDR SERIES TRUST467.2K shares-0.61%2026-06-302026-07-31

SUB ISHARES TR270.1K shares4.23%2026-06-302026-07-31

JPST J P MORGAN EXCHANGE TRADED F446.9K shares10.86%2026-06-302026-07-31

VTEB VANGUARD MUN BD FDS435.9K shares2.36%2026-06-302026-07-31

SPSM SPDR SERIES TRUST328.1K shares-1.18%2026-06-302026-07-31

Sponsored

ACWI ISHARES TR55.3K shares-1.52%2026-06-302026-07-31

AAPL APPLE INC27.1K shares0.53%2026-06-302026-07-31

IVW ISHARES TR51.8K shares-7.16%2026-06-302026-07-31

ICSH ISHARES TR137.0K shares92.98%2026-06-302026-07-31

IWR ISHARES TR56.1K shares-0.31%2026-06-302026-07-31

ISHARES TR ISHARES TR62.4K shares0.77%2026-06-302026-07-31

RJF RAYMOND JAMES FINL INC38.6K shares-0.01%2026-06-302026-07-31

MSFT MICROSOFT CORP11.2K shares1.07%2026-06-302026-07-31

Sponsored

NVDA NVIDIA CORPORATION20.7K shares1.18%2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL7.3K shares0.88%2026-06-302026-07-31

IWF ISHARES TR28.2K shares300.34%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.6K shares3.23%2026-06-302026-07-31

IWD ISHARES TR12.8K shares-1.89%2026-06-302026-07-31

ITOT ISHARES TR17.7K shares-0.04%2026-06-302026-07-31

AMZN AMAZON COM INC12.2K shares2.03%2026-06-302026-07-31

AWK AMERICAN WTR WKS CO INC NEW22.0K shares1.09%2026-06-302026-07-31

Sponsored

PNFP PINNACLE FINL PARTNERS INC27.0K shares984.35%2026-06-302026-07-31

BROADCOM INC BROADCOM INC6.0K shares1.10%2026-06-302026-07-31

SHY ISHARES TR25.9K shares3.27%2026-06-302026-07-31

CAT CATERPILLAR INC2.0K shares0.40%2026-06-302026-07-31

QQQ INVESCO QQQ TR2.6K shares-18.57%2026-06-302026-07-31

VANGUARD INDEX FDS VANGUARD INDEX FDS5.1K shares-5.60%2026-06-302026-07-31

BSV VANGUARD BD INDEX FDS23.7K shares4.06%2026-06-302026-07-31

VV VANGUARD INDEX FDS5.3K shares0.02%2026-06-302026-07-31

Sponsored

GOOG ALPHABET INC4.9K shares1.32%2026-06-302026-07-31

ISHARES TR ISHARES TR17.2K shares-25.30%2026-06-302026-07-31

J JACOBS SOLUTIONS INC13.4K shares0.00%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON6.6K shares1.48%2026-06-302026-07-31

LLY ELI LILLY & CO1.4K shares2.30%2026-06-302026-07-31

IVE ISHARES TR6.6K shares-0.39%2026-06-302026-07-31

EFA ISHARES TR14.5K shares1.15%2026-06-302026-07-31

PANW PALO ALTO NETWORKS INC4.4K shares-1.78%2026-06-302026-07-31

Sponsored

ABCB AMERIS BANCORP16.3K shares-2.22%2026-06-302026-07-31

WMT WALMART INC12.7K shares-1.88%2026-06-302026-07-31

IWV ISHARES TR3.4K shares0.12%2026-06-302026-07-31

HCA HCA HEALTHCARE INC3.6K shares-0.08%2026-06-302026-07-31

GOOGL ALPHABET INC3.6K shares6.55%2026-06-302026-07-31

HD HOME DEPOT INC3.6K shares1.81%2026-06-302026-07-31

QUAL ISHARES TR5.8K shares1.30%2026-06-302026-07-31

AFL AFLAC INC10.0K shares0.06%2026-06-302026-07-31

Sponsored

VOO VANGUARD INDEX FDS1.7K shares11.31%2026-06-302026-07-31

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.2K shares-0.17%2026-06-302026-07-31

IWY ISHARES TR3.6K shares-4.30%2026-06-302026-07-31

IWL ISHARES TR5.3K shares0.02%2026-06-302026-07-31

KO COCA COLA CO11.7K shares-0.37%2026-06-302026-07-31

IWP ISHARES TR6.5K shares-10.56%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.9K shares5.12%2026-06-302026-07-31

EXXON MOBIL CORP EXXON MOBIL CORP6.9K shares2.92%2026-06-302026-07-31

Sponsored

IWO ISHARES TR2.4K shares0.13%2026-06-302026-07-31

ABBVIE INC ABBVIE INC3.7K shares1.02%2026-06-302026-07-31

3M CO 3M CO5.7K shares0.30%2026-06-302026-07-31

MCBS METROCITY BANKSHARES INC25.0K shares0.00%2026-06-302026-07-31

GE GE AEROSPACE2.4K shares1.02%2026-06-302026-07-31

CLS CELESTICA INC2.4K shares0.00%2026-06-302026-07-31

VYM VANGUARD WHITEHALL FDS5.1K shares-13.66%2026-06-302026-07-31

SCHB SCHWAB STRATEGIC TR27.4K shares2.73%2026-06-302026-07-31

Sponsored

VISA INC VISA INC2.3K shares-3.36%2026-06-302026-07-31

IJK ISHARES TR6.6K shares-0.66%2026-06-302026-07-31

MCD MCDONALDS CORP2.8K shares0.50%2026-06-302026-07-31

AOR ISHARES TR10.6K shares0.00%2026-06-302026-07-31

IWB ISHARES TR1.7K shares0.06%2026-06-302026-07-31

GEV GE VERNOVA INC599 shares7.35%2026-06-302026-07-31

GOVT ISHARES TR30.2K shares0.92%2026-06-302026-07-31

DVY ISHARES TR4.3K shares8.54%2026-06-302026-07-31

Sponsored

RTX CORPORATION RTX CORPORATION3.6K shares0.48%2026-06-302026-07-31

GLD SPDR GOLD TR1.8K shares-14.15%2026-06-302026-07-31

IWN ISHARES TR3.0K shares0.37%2026-06-302026-07-31

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.9K shares1.26%2026-06-302026-07-31

DAL DELTA AIR LINES INC6.8K shares0.25%2026-06-302026-07-31

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC825 shares-33.20%2026-06-302026-07-31

IWS ISHARES TR3.8K shares1.22%2026-06-302026-07-31

ACWX ISHARES TR8.1K shares1.10%2026-06-302026-07-31

Sponsored

IWM ISHARES TR2.0K shares-0.15%2026-06-302026-07-31

BAC BANK OF AMER CORP10.7K shares0.24%2026-06-302026-07-31

PG PROCTER & GAMBLE CO4.1K shares0.73%2026-06-302026-07-31

IUSB ISHARES TR12.9K shares-1.31%2026-06-302026-07-31

PEP PEPSICO INC4.2K shares0.14%2026-06-302026-07-31

USIG ISHARES TR10.9K shares1.19%2026-06-302026-07-31

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.3K shares0.83%2026-06-302026-07-31

WASTE MGMT INC DEL WASTE MGMT INC DEL2.5K shares-0.16%2026-06-302026-07-31

Sponsored

SPAB SPDR SERIES TRUST21.2K shares0.61%2026-06-302026-07-31

WMG WARNER MUSIC GROUP CORP19.8K shares0.70%2026-06-302026-07-31

BNDX VANGUARD CHARLOTTE FDS10.6K shares5.40%2026-06-302026-07-31

SPYV SPDR SERIES TRUST8.3K shares13.45%2026-06-302026-07-31

VGT VANGUARD WORLD FD4.2K sharesnew addition2026-06-302026-07-31

XVV ISHARES TR8.7K sharesnew addition2026-06-302026-07-31

VIG VANGUARD SPECIALIZED FUNDS2.1K shares2.25%2026-06-302026-07-31

DE DEERE & CO769 shares-15.21%2026-06-302026-07-31

Sponsored

MBB ISHARES TR5.1K shares1.06%2026-06-302026-07-31

T AT&T INC23.3K shares-1.10%2026-06-302026-07-31

ORACLE CORP ORACLE CORP3.2K shares1.79%2026-06-302026-07-31

NEXTERA ENERGY INC NEXTERA ENERGY INC5.1K shares3.92%2026-06-302026-07-31

SFY TIDAL TRUST I2.9K shares0.45%2026-06-302026-07-31

CISCO SYS INC CISCO SYS INC3.4K shares0.91%2026-06-302026-07-31

IYF ISHARES TR3.1K shares0.32%2026-06-302026-07-31

SPYG SPDR SERIES TRUST3.4K shares0.00%2026-06-302026-07-31

Sponsored

ASML ASML HLDG NV194 shares0.00%2026-06-302026-07-31

AMD ADVANCED MICRO DEVICES INC656 sharesnew addition2026-06-302026-07-31

CYH COMMUNITY HEALTH SYS INC NEW110.0K sharesnew addition2026-06-302026-07-31

VO VANGUARD INDEX FDS4.5K shares290.73%2026-06-302026-07-31

VEA VANGUARD TAX-MANAGED FDS5.1K sharesnew addition2026-06-302026-07-31

TSLA TESLA INC851 shares-6.48%2026-06-302026-07-31

WSM WILLIAMS SONOMA INC1.5K shares0.00%2026-06-302026-07-31

CVX CHEVRON CORPORATION2.1K shares-10.71%2026-06-302026-07-31

Sponsored

META PLATFORMS INC META PLATFORMS INC601 shares-3.69%2026-06-302026-07-31

DELL DELL TECHNOLOGIES INC778 sharesnew addition2026-06-302026-07-31

BOXX EA SERIES TRUST2.8K shares32.06%2026-06-302026-07-31

SCHG SCHWAB STRATEGIC TR9.7K shares12.14%2026-06-302026-07-31

JMST J P MORGAN EXCHANGE TRADED F6.3K shares5.58%2026-06-302026-07-31

IYW ISHARES TR1.3K shares0.00%2026-06-302026-07-31

GS GOLDMAN SACHS GROUP INC313 shares3.30%2026-06-302026-07-31

INTC INTEL CORP2.2K sharesnew addition2026-06-302026-07-31

Sponsored

SCHF SCHWAB STRATEGIC TR11.0K shares-60.26%2026-06-302026-07-31

VUG VANGUARD INDEX FDS3.5K sharesnew addition2026-06-302026-07-31

MRK MERCK & CO INC2.3K shares1.10%2026-06-302026-07-31

ETN EATON CORP PLC690 shares0.44%2026-06-302026-07-31

VTV VANGUARD INDEX FDS1.3K shares-2.97%2026-06-302026-07-31

LOW LOWES COS INC1.3K shares0.39%2026-06-302026-07-31

DOMINION ENERGY INC DOMINION ENERGY INC4.2K shares-6.70%2026-06-302026-07-31

VCIT VANGUARD SCOTTSDALE FDS3.4K shares-37.93%2026-06-302026-07-31

Sponsored

ABT ABBOTT LABORATORIES3.1K shares-2.37%2026-06-302026-07-31

QCOM QUALCOMM INC1.5K sharesnew addition2026-06-302026-07-31

ITA ISHARES TR1.1K shares-0.79%2026-06-302026-07-31

HUBB HUBBELL INC519 shares0.19%2026-06-302026-07-31

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.3.0K sharesnew addition2026-06-302026-07-31

LMT LOCKHEED MARTIN CORP525 shares1.16%2026-06-302026-07-31

MASTERCARD INCORPORATED MASTERCARD INCORPORATED519 shares-6.49%2026-06-302026-07-31

SYY SYSCO CORP3.0K shares0.34%2026-06-302026-07-31

Sponsored

AMTM AMENTUM HOLDINGS INC12.1K shares0.00%2026-06-302026-07-31

TREKOR METALS LTD TREKOR METALS LTD36.1K sharesnew addition2026-06-302026-07-31

BLK BLACKROCK INC258 shares0.39%2026-06-302026-07-31

AJG GALLAGHER ARTHUR J & CO1.1K shares-4.95%2026-06-302026-07-31

LNG CHENIERE ENERGY INC1.0K shares0.29%2026-06-302026-07-31

PM PHILIP MORRIS INTL INC1.3K shares0.98%2026-06-302026-07-31

CINF CINCINNATI FINL CORP1.3K shares0.55%2026-06-302026-07-31

FMUN FIDELITY MERRIMACK STR TR4.7K shares0.00%2026-06-302026-07-31

Sponsored

IJT ISHARES TR1.3K sharesnew addition2026-06-302026-07-31

VOE VANGUARD INDEX FDS1.2K shares0.09%2026-06-302026-07-31

AMGN AMGEN INC631 shares-0.94%2026-06-302026-07-31

FSK FS KKR CAP CORP19.0K shares4.02%2026-06-302026-07-31

GALT GALECTIN THERAPEUTICS INC21.0K shares0.00%2026-06-302026-07-31

JPC NUVEEN PFD & INCOME OPPORTUN12.1K shares0.00%2026-06-302026-07-31

ISHARES TR

1.74%

Shares660.6K

Event2026-06-30

Filed2026-07-31

UBND

VICTORY PORTFOLIOS II

4.68%

Shares8.6M

Event2026-06-30

Filed2026-07-31

IXUS

ISHARES TR

2.23%

Shares1.8M

Event2026-06-30

Filed2026-07-31

IJH

ISHARES TR

2.18%

Shares2.1M

Event2026-06-30

Filed2026-07-31

IJR

ISHARES TR

1.54%

Shares485.1K

Event2026-06-30

Filed2026-07-31

SPDR SERIES TRUST

-0.37%

Shares737.9K

Event2026-06-30

Filed2026-07-31

ISTB

ISHARES TR

7.52%

Shares1.2M

Event2026-06-30

Filed2026-07-31

MUB

ISHARES TR

6.44%

Shares408.1K

Event2026-06-30

Filed2026-07-31

VXUS

VANGUARD STAR FDS

-0.45%

Shares510.5K

Event2026-06-30

Filed2026-07-31

SOUTHERN CO

-4.04%

Shares373.9K

Event2026-06-30

Filed2026-07-31

IAGG

ISHARES TR

4.83%

Shares626.7K

Event2026-06-30

Filed2026-07-31

SPMD

SPDR SERIES TRUST

-0.61%

Shares467.2K

Event2026-06-30

Filed2026-07-31

SUB

ISHARES TR

4.23%

Shares270.1K

Event2026-06-30

Filed2026-07-31

JPST

J P MORGAN EXCHANGE TRADED F

10.86%

Shares446.9K

Event2026-06-30

Filed2026-07-31

VTEB

VANGUARD MUN BD FDS

2.36%

Shares435.9K

Event2026-06-30

Filed2026-07-31

SPSM

SPDR SERIES TRUST

-1.18%

Shares328.1K

Event2026-06-30

Filed2026-07-31

ACWI

ISHARES TR

-1.52%

Shares55.3K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

0.53%

Shares27.1K

Event2026-06-30

Filed2026-07-31

IVW

ISHARES TR

-7.16%

Shares51.8K

Event2026-06-30

Filed2026-07-31

ICSH

ISHARES TR

92.98%

Shares137.0K

Event2026-06-30

Filed2026-07-31

IWR

ISHARES TR

-0.31%

Shares56.1K

Event2026-06-30

Filed2026-07-31

ISHARES TR

0.77%

Shares62.4K

Event2026-06-30

Filed2026-07-31

RJF

RAYMOND JAMES FINL INC

-0.01%

Shares38.6K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

1.07%

Shares11.2K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

1.18%

Shares20.7K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.88%

Shares7.3K

Event2026-06-30

Filed2026-07-31

IWF

ISHARES TR

300.34%

Shares28.2K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

3.23%

Shares4.6K

Event2026-06-30

Filed2026-07-31

IWD

ISHARES TR

-1.89%

Shares12.8K

Event2026-06-30

Filed2026-07-31

ITOT

ISHARES TR

-0.04%

Shares17.7K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

2.03%

Shares12.2K

Event2026-06-30

Filed2026-07-31

AWK

AMERICAN WTR WKS CO INC NEW

1.09%

Shares22.0K

Event2026-06-30

Filed2026-07-31

PNFP

PINNACLE FINL PARTNERS INC

984.35%

Shares27.0K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

1.10%

Shares6.0K

Event2026-06-30

Filed2026-07-31

SHY

ISHARES TR

3.27%

Shares25.9K

Event2026-06-30

Filed2026-07-31

CAT

CATERPILLAR INC

0.40%

Shares2.0K

Event2026-06-30

Filed2026-07-31

QQQ

INVESCO QQQ TR

-18.57%

Shares2.6K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

-5.60%

Shares5.1K

Event2026-06-30

Filed2026-07-31

BSV

VANGUARD BD INDEX FDS

4.06%

Shares23.7K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

0.02%

Shares5.3K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

1.32%

Shares4.9K

Event2026-06-30

Filed2026-07-31

ISHARES TR

-25.30%

Shares17.2K

Event2026-06-30

Filed2026-07-31

JACOBS SOLUTIONS INC

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

1.48%

Shares6.6K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

2.30%

Shares1.4K

Event2026-06-30

Filed2026-07-31

IVE

ISHARES TR

-0.39%

Shares6.6K

Event2026-06-30

Filed2026-07-31

EFA

ISHARES TR

1.15%

Shares14.5K

Event2026-06-30

Filed2026-07-31

PANW

PALO ALTO NETWORKS INC

-1.78%

Shares4.4K

Event2026-06-30

Filed2026-07-31

ABCB

AMERIS BANCORP

-2.22%

Shares16.3K

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

-1.88%

Shares12.7K

Event2026-06-30

Filed2026-07-31

IWV

ISHARES TR

0.12%

Shares3.4K

Event2026-06-30

Filed2026-07-31

HCA

HCA HEALTHCARE INC

-0.08%

Shares3.6K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

6.55%

Shares3.6K

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC

1.81%

Shares3.6K

Event2026-06-30

Filed2026-07-31

QUAL

ISHARES TR

1.30%

Shares5.8K

Event2026-06-30

Filed2026-07-31

AFL

AFLAC INC

0.06%

Shares10.0K

Event2026-06-30

Filed2026-07-31

VOO

VANGUARD INDEX FDS

11.31%

Shares1.7K

Event2026-06-30

Filed2026-07-31

COSTCO WHOLESALE CORPORATION

-0.17%

Shares1.2K

Event2026-06-30

Filed2026-07-31

IWY

ISHARES TR

-4.30%

Shares3.6K

Event2026-06-30

Filed2026-07-31

IWL

ISHARES TR

0.02%

Shares5.3K

Event2026-06-30

Filed2026-07-31

COCA COLA CO

-0.37%

Shares11.7K

Event2026-06-30

Filed2026-07-31

IWP

ISHARES TR

-10.56%

Shares6.5K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

5.12%

Shares2.9K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL CORP

2.92%

Shares6.9K

Event2026-06-30

Filed2026-07-31

IWO

ISHARES TR

0.13%

Shares2.4K

Event2026-06-30

Filed2026-07-31

ABBVIE INC

1.02%

Shares3.7K

Event2026-06-30

Filed2026-07-31

3M CO

0.30%

Shares5.7K

Event2026-06-30

Filed2026-07-31

MCBS

METROCITY BANKSHARES INC

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-31

GE AEROSPACE

1.02%

Shares2.4K

Event2026-06-30

Filed2026-07-31

CLS

CELESTICA INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-31

VYM

VANGUARD WHITEHALL FDS

-13.66%

Shares5.1K

Event2026-06-30

Filed2026-07-31

SCHB

SCHWAB STRATEGIC TR

2.73%

Shares27.4K

Event2026-06-30

Filed2026-07-31

VISA INC

-3.36%

Shares2.3K

Event2026-06-30

Filed2026-07-31

IJK

ISHARES TR

-0.66%

Shares6.6K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

0.50%

Shares2.8K

Event2026-06-30

Filed2026-07-31

AOR

ISHARES TR

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-31

IWB

ISHARES TR

0.06%

Shares1.7K

Event2026-06-30

Filed2026-07-31

GEV

GE VERNOVA INC

7.35%

Shares599

Event2026-06-30

Filed2026-07-31

GOVT

ISHARES TR

0.92%

Shares30.2K

Event2026-06-30

Filed2026-07-31

DVY

ISHARES TR

8.54%

Shares4.3K

Event2026-06-30

Filed2026-07-31

RTX CORPORATION

0.48%

Shares3.6K

Event2026-06-30

Filed2026-07-31

GLD

SPDR GOLD TR

-14.15%

Shares1.8K

Event2026-06-30

Filed2026-07-31

IWN

ISHARES TR

0.37%

Shares3.0K

Event2026-06-30

Filed2026-07-31

TRAVELERS COMPANIES INC

1.26%

Shares1.9K

Event2026-06-30

Filed2026-07-31

DAL

DELTA AIR LINES INC

0.25%

Shares6.8K

Event2026-06-30

Filed2026-07-31

CROWDSTRIKE HLDGS INC

-33.20%

Shares825

Event2026-06-30

Filed2026-07-31

IWS

ISHARES TR

1.22%

Shares3.8K

Event2026-06-30

Filed2026-07-31

ACWX

ISHARES TR

1.10%

Shares8.1K

Event2026-06-30

Filed2026-07-31

IWM

ISHARES TR

-0.15%

Shares2.0K

Event2026-06-30

Filed2026-07-31

BAC

BANK OF AMER CORP

0.24%

Shares10.7K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

0.73%

Shares4.1K

Event2026-06-30

Filed2026-07-31

IUSB

ISHARES TR

-1.31%

Shares12.9K

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

0.14%

Shares4.2K

Event2026-06-30

Filed2026-07-31

USIG

ISHARES TR

1.19%

Shares10.9K

Event2026-06-30

Filed2026-07-31

UNITEDHEALTH GROUP INC

0.83%

Shares1.3K

Event2026-06-30

Filed2026-07-31

WASTE MGMT INC DEL

-0.16%

Shares2.5K

Event2026-06-30

Filed2026-07-31

SPAB

SPDR SERIES TRUST

0.61%

Shares21.2K

Event2026-06-30

Filed2026-07-31

WMG

WARNER MUSIC GROUP CORP

0.70%

Shares19.8K

Event2026-06-30

Filed2026-07-31

BNDX

VANGUARD CHARLOTTE FDS

5.40%

Shares10.6K

Event2026-06-30

Filed2026-07-31

SPYV

SPDR SERIES TRUST

13.45%

Shares8.3K

Event2026-06-30

Filed2026-07-31

VGT

VANGUARD WORLD FD

New

Shares4.2K

Event2026-06-30

Filed2026-07-31

XVV

ISHARES TR

New

Shares8.7K

Event2026-06-30

Filed2026-07-31

VIG

VANGUARD SPECIALIZED FUNDS

2.25%

Shares2.1K

Event2026-06-30

Filed2026-07-31

DEERE & CO

-15.21%

Shares769

Event2026-06-30

Filed2026-07-31

MBB

ISHARES TR

1.06%

Shares5.1K

Event2026-06-30

Filed2026-07-31

AT&T INC

-1.10%

Shares23.3K

Event2026-06-30

Filed2026-07-31

ORACLE CORP

1.79%

Shares3.2K

Event2026-06-30

Filed2026-07-31

NEXTERA ENERGY INC

3.92%

Shares5.1K

Event2026-06-30

Filed2026-07-31

SFY

TIDAL TRUST I

0.45%

Shares2.9K

Event2026-06-30

Filed2026-07-31

CISCO SYS INC

0.91%

Shares3.4K

Event2026-06-30

Filed2026-07-31

IYF

ISHARES TR

0.32%

Shares3.1K

Event2026-06-30

Filed2026-07-31

SPYG

SPDR SERIES TRUST

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-31

ASML

ASML HLDG NV

0.00%

Shares194

Event2026-06-30

Filed2026-07-31

AMD

ADVANCED MICRO DEVICES INC

New

Shares656

Event2026-06-30

Filed2026-07-31

CYH

COMMUNITY HEALTH SYS INC NEW

New

Shares110.0K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

290.73%

Shares4.5K

Event2026-06-30

Filed2026-07-31

VEA

VANGUARD TAX-MANAGED FDS

New

Shares5.1K

Event2026-06-30

Filed2026-07-31

TSLA

TESLA INC

-6.48%

Shares851

Event2026-06-30

Filed2026-07-31

WSM

WILLIAMS SONOMA INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORPORATION

-10.71%

Shares2.1K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

-3.69%

Shares601

Event2026-06-30

Filed2026-07-31

DELL

DELL TECHNOLOGIES INC

New

Shares778

Event2026-06-30

Filed2026-07-31

BOXX

EA SERIES TRUST

32.06%

Shares2.8K

Event2026-06-30

Filed2026-07-31

SCHG

SCHWAB STRATEGIC TR

12.14%

Shares9.7K

Event2026-06-30

Filed2026-07-31

JMST

J P MORGAN EXCHANGE TRADED F

5.58%

Shares6.3K

Event2026-06-30

Filed2026-07-31

IYW

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-31

GOLDMAN SACHS GROUP INC

3.30%

Shares313

Event2026-06-30

Filed2026-07-31

INTC

INTEL CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-31

SCHF

SCHWAB STRATEGIC TR

-60.26%

Shares11.0K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD INDEX FDS

New

Shares3.5K

Event2026-06-30

Filed2026-07-31

MRK

MERCK & CO INC

1.10%

Shares2.3K

Event2026-06-30

Filed2026-07-31

ETN

EATON CORP PLC

0.44%

Shares690

Event2026-06-30

Filed2026-07-31

VTV

VANGUARD INDEX FDS

-2.97%

Shares1.3K

Event2026-06-30

Filed2026-07-31

LOW

LOWES COS INC

0.39%

Shares1.3K

Event2026-06-30

Filed2026-07-31

DOMINION ENERGY INC

-6.70%

Shares4.2K

Event2026-06-30

Filed2026-07-31

VCIT

VANGUARD SCOTTSDALE FDS

-37.93%

Shares3.4K

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABORATORIES

-2.37%

Shares3.1K

Event2026-06-30

Filed2026-07-31

QCOM

QUALCOMM INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-31

ITA

ISHARES TR

-0.79%

Shares1.1K

Event2026-06-30

Filed2026-07-31

HUBB

HUBBELL INC

0.19%

Shares519

Event2026-06-30

Filed2026-07-31

MICROCHIP TECHNOLOGY INC.

New

Shares3.0K

Event2026-06-30

Filed2026-07-31

LMT

LOCKHEED MARTIN CORP

1.16%

Shares525

Event2026-06-30

Filed2026-07-31

MASTERCARD INCORPORATED

-6.49%

Shares519

Event2026-06-30

Filed2026-07-31

SYY

SYSCO CORP

0.34%

Shares3.0K

Event2026-06-30

Filed2026-07-31

AMTM

AMENTUM HOLDINGS INC

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-31

TREKOR METALS LTD

New

Shares36.1K

Event2026-06-30

Filed2026-07-31

BLK

BLACKROCK INC

0.39%

Shares258

Event2026-06-30

Filed2026-07-31

AJG

GALLAGHER ARTHUR J & CO

-4.95%

Shares1.1K

Event2026-06-30

Filed2026-07-31

LNG

CHENIERE ENERGY INC

0.29%

Shares1.0K

Event2026-06-30

Filed2026-07-31

PHILIP MORRIS INTL INC

0.98%

Shares1.3K

Event2026-06-30

Filed2026-07-31

CINF

CINCINNATI FINL CORP

0.55%

Shares1.3K

Event2026-06-30

Filed2026-07-31

FMUN

FIDELITY MERRIMACK STR TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-31

IJT

ISHARES TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-31

VOE

VANGUARD INDEX FDS

0.09%

Shares1.2K

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC

-0.94%

Shares631

Event2026-06-30

Filed2026-07-31

FSK

FS KKR CAP CORP

4.02%

Shares19.0K

Event2026-06-30

Filed2026-07-31

GALT

GALECTIN THERAPEUTICS INC

0.00%

Shares21.0K

Event2026-06-30

Filed2026-07-31

JPC

NUVEEN PFD & INCOME OPPORTUN

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available