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The Analysis of Winthrop Advisory Group LLC's Holdings & P&L

Currently, Winthrop Advisory Group LLC holds 226 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in IWF (+142.1K shares, valued at $17.6M), VUG (+110.0K shares, valued at $9.5M), ITOT (+57.5K shares, valued at $9.4M); decreased their positions in QQQ (-2.1K shares, valued at $1.5M), IWB (-1.8K shares, valued at $753.9K), INTF (-13.3K shares, valued at $545.9K); initiated new positions in N/A (+146.8K shares, valued at $7.4M), SGOV (+10.4K shares, valued at $1.0M), VEU (+12.3K shares, valued at $1.0M).

1M P&L

+5.9M+0.49%

3M P&L

+30.6M+2.57%

HY P&L

-2.3M-0.19%

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

86.1%

2Consumer Electronics44.4M

3.7%

3Software - Infrastructure16.5M

1.4%

Top Industries by Stock Count

1N/A101 stocks

52.3%

2Semiconductors9 stocks

4.7%

3Drug Manufacturers - General7 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR1.0M shares5.94%2026-06-302026-07-17

ISHARES TR ISHARES TR197.8K shares5.18%2026-06-302026-07-17

ACWX ISHARES TR1.4M shares8.79%2026-06-302026-07-17

IWB ISHARES TR247.6K shares-0.74%2026-06-302026-07-17

QQQ INVESCO QQQ TR127.3K shares-1.61%2026-06-302026-07-17

SCHB SCHWAB STRATEGIC TR2.5M shares3.87%2026-06-302026-07-17

VANGUARD INDEX FDS VANGUARD INDEX FDS194.2K shares2.20%2026-06-302026-07-17

ICSH ISHARES TR1.4M shares11.09%2026-06-302026-07-17

Sponsored

AAPL APPLE INC153.6K shares-0.41%2026-06-302026-07-17

IJH ISHARES TR545.3K shares1.55%2026-06-302026-07-17

SPTM SPDR SERIES TRUST462.2K shares-0.45%2026-06-302026-07-17

DGRW WISDOMTREE TR356.9K shares21.19%2026-06-302026-07-17

VXF VANGUARD INDEX FDS105.2K shares6.88%2026-06-302026-07-17

IWF ISHARES TR189.8K shares297.84%2026-06-302026-07-17

INTF ISHARES TR545.3K shares-2.39%2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T29.4K shares1.16%2026-06-302026-07-17

Sponsored

QQQM INVESCO EXCH TRADED FD TR II69.0K shares39.98%2026-06-302026-07-17

MSFT MICROSOFT CORP42.5K shares4.12%2026-06-302026-07-17

VONG VANGUARD SCOTTSDALE FDS109.5K shares29.00%2026-06-302026-07-17

DFAC DIMENSIONAL ETF TRUST315.2K shares-2.02%2026-06-302026-07-17

IEMG ISHARES INC158.3K shares5.69%2026-06-302026-07-17

VXUS VANGUARD STAR FDS140.1K shares5.42%2026-06-302026-07-17

AMZN AMAZON COM INC49.5K shares4.16%2026-06-302026-07-17

SCHD SCHWAB STRATEGIC TR366.8K shares-1.99%2026-06-302026-07-17

Sponsored

VUG VANGUARD INDEX FDS132.1K shares498.06%2026-06-302026-07-17

VTEB VANGUARD MUN BD FDS203.2K shares-0.72%2026-06-302026-07-17

JPST J P MORGAN EXCHANGE TRADED F197.4K shares58.93%2026-06-302026-07-17

GOOGL ALPHABET INC25.2K shares9.74%2026-06-302026-07-17

IXUS ISHARES TR93.6K shares126.40%2026-06-302026-07-17

NVDA NVIDIA CORPORATION42.2K shares21.26%2026-06-302026-07-17

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F146.8K sharesnew addition2026-06-302026-07-17

IWV ISHARES TR16.7K shares-0.66%2026-06-302026-07-17

Sponsored

VWO VANGUARD INTL EQUITY INDEX F110.8K shares-1.46%2026-06-302026-07-17

IVW ISHARES TR46.9K shares6.29%2026-06-302026-07-17

GOOG ALPHABET INC18.0K shares-1.82%2026-06-302026-07-17

JPMORGAN CHASE & CO JPMORGAN CHASE & CO19.4K shares4.99%2026-06-302026-07-17

GSIE GOLDMAN SACHS ETF TR132.8K shares4.55%2026-06-302026-07-17

VTV VANGUARD INDEX FDS27.8K shares-1.79%2026-06-302026-07-17

IWD ISHARES TR24.5K shares0.76%2026-06-302026-07-17

LPLA LPL FINL HLDGS INC19.8K shares0.47%2026-06-302026-07-17

Sponsored

VIG VANGUARD SPECIALIZED FUNDS21.7K shares-4.89%2026-06-302026-07-17

SCHX SCHWAB STRATEGIC TR170.7K shares-1.78%2026-06-302026-07-17

META PLATFORMS INC META PLATFORMS INC8.1K shares3.01%2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL8.9K shares1.53%2026-06-302026-07-17

VOO VANGUARD INDEX FDS6.5K shares12.11%2026-06-302026-07-17

TSLA TESLA INC9.8K shares-0.12%2026-06-302026-07-17

SPYG SPDR SERIES TRUST34.3K shares-1.14%2026-06-302026-07-17

VISA INC VISA INC10.3K shares4.39%2026-06-302026-07-17

Sponsored

MDY STATE STR SPDR S&P MIDCAP 404.6K shares2.98%2026-06-302026-07-17

KLAC KLA CORP10.6K shares930.20%2026-06-302026-07-17

BROADCOM INC BROADCOM INC8.4K shares22.45%2026-06-302026-07-17

HD HOME DEPOT INC8.9K shares-1.43%2026-06-302026-07-17

DGRO ISHARES TR41.2K shares-0.08%2026-06-302026-07-17

JNJ JOHNSON & JOHNSON10.9K shares3.71%2026-06-302026-07-17

VONV VANGUARD SCOTTSDALE FDS24.5K shares43.33%2026-06-302026-07-17

WMT WALMART INC22.3K shares-3.39%2026-06-302026-07-17

Sponsored

DFUS DIMENSIONAL ETF TRUST29.1K shares3.64%2026-06-302026-07-17

CAT CATERPILLAR INC2.2K shares5.44%2026-06-302026-07-17

LLY ELI LILLY & CO1.9K shares11.19%2026-06-302026-07-17

CISCO SYS INC CISCO SYS INC19.3K shares106.64%2026-06-302026-07-17

ISHARES TR ISHARES TR22.4K shares-7.79%2026-06-302026-07-17

SUSA ISHARES TR13.2K shares13.57%2026-06-302026-07-17

BAC BANK OF AMER CORP34.1K shares6.10%2026-06-302026-07-17

VO VANGUARD INDEX FDS23.8K shares335.96%2026-06-302026-07-17

Sponsored

APPLIED MATLS INC APPLIED MATLS INC2.6K shares10.12%2026-06-302026-07-17

XLK SELECT SECTOR SPDR TR9.2K shares35.31%2026-06-302026-07-17

MASTERCARD INCORPORATED MASTERCARD INCORPORATED3.1K shares11.36%2026-06-302026-07-17

PG PROCTER & GAMBLE CO10.4K shares6.56%2026-06-302026-07-17

IWR ISHARES TR13.6K shares3.62%2026-06-302026-07-17

HCA HCA HEALTHCARE INC3.7K shares-0.05%2026-06-302026-07-17

MU MICRON TECHNOLOGY INC1.2K shares96.41%2026-06-302026-07-17

DVY ISHARES TR8.8K shares0.09%2026-06-302026-07-17

Sponsored

DIS DISNEY WALT CO13.9K shares2.63%2026-06-302026-07-17

GLD SPDR GOLD TR3.6K shares31.43%2026-06-302026-07-17

IBM INTERNATIONAL BUSINESS MACHS4.6K shares11.71%2026-06-302026-07-17

AMD ADVANCED MICRO DEVICES INC2.2K shares8.89%2026-06-302026-07-17

VYM VANGUARD WHITEHALL FDS8.1K shares72.42%2026-06-302026-07-17

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.3K shares6.68%2026-06-302026-07-17

ABBVIE INC ABBVIE INC4.9K shares8.95%2026-06-302026-07-17

SCHG SCHWAB STRATEGIC TR34.6K shares7.59%2026-06-302026-07-17

Sponsored

ACWI ISHARES TR7.3K shares0.14%2026-06-302026-07-17

SMH VANECK ETF TRUST1.6K shares9.97%2026-06-302026-07-17

SGOV ISHARES TR10.4K sharesnew addition2026-06-302026-07-17

SOXX ISHARES TR1.6K shares31.67%2026-06-302026-07-17

VEU VANGUARD INTL EQUITY INDEX F12.3K sharesnew addition2026-06-302026-07-17

MRK MERCK & CO INC7.9K shares6.44%2026-06-302026-07-17

BA BOEING CO4.7K shares11.23%2026-06-302026-07-17

SBUX STARBUCKS CORP9.8K shares0.24%2026-06-302026-07-17

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP7.3K shares6.61%2026-06-302026-07-17

TT TRANE TECHNOLOGIES PLC2.0K shares1.38%2026-06-302026-07-17

CI THE CIGNA GROUP3.5K shares2.84%2026-06-302026-07-17

IWM ISHARES TR3.1K shares26.23%2026-06-302026-07-17

TDVG T ROWE PRICE EXCHANGE-TRADED19.1K shares17.94%2026-06-302026-07-17

MUB ISHARES TR8.7K shares38.21%2026-06-302026-07-17

LUV SOUTHWEST AIRLS CO17.4K shares2.25%2026-06-302026-07-17

PEP PEPSICO INC6.3K shares1.79%2026-06-302026-07-17

Sponsored

CVX CHEVRON CORPORATION5.0K shares4.99%2026-06-302026-07-17

ORACLE CORP ORACLE CORP5.5K shares7.71%2026-06-302026-07-17

RTX CORPORATION RTX CORPORATION4.1K shares10.52%2026-06-302026-07-17

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares45.35%2026-06-302026-07-17

VV VANGUARD INDEX FDS2.2K shares0.14%2026-06-302026-07-17

IJR ISHARES TR5.1K shares14.33%2026-06-302026-07-17

FIXD FIRST TR EXCHNG TRADED FD VI16.4K shares80.23%2026-06-302026-07-17

PANW PALO ALTO NETWORKS INC2.0K shares29.03%2026-06-302026-07-17

Sponsored

GEV GE VERNOVA INC579 shares1.40%2026-06-302026-07-17

GE GE AEROSPACE1.8K shares0.90%2026-06-302026-07-17

XLF SELECT SECTOR SPDR TR12.1K shares49.05%2026-06-302026-07-17

MKL MARKEL GROUP INC327 shares0.00%2026-06-302026-07-17

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.5K shares1.21%2026-06-302026-07-17

PYLD PIMCO ETF TR23.5K shares112.58%2026-06-302026-07-17

SHOP SHOPIFY INC5.4K shares2.07%2026-06-302026-07-17

ITA ISHARES TR2.5K shares80.50%2026-06-302026-07-17

Sponsored

MCD MCDONALDS CORP2.2K shares-11.00%2026-06-302026-07-17

EMR EMERSON ELEC CO4.2K shares-2.80%2026-06-302026-07-17

LRCX LAM RESEARCH CORP1.4K shares40.98%2026-06-302026-07-17

IVE ISHARES TR2.6K shares142.71%2026-06-302026-07-17

GS GOLDMAN SACHS GROUP INC570 shares21.28%2026-06-302026-07-17

MS MORGAN STANLEY2.7K shares2.02%2026-06-302026-07-17

INTC INTEL CORP4.0K sharesnew addition2026-06-302026-07-17

BIL SPDR SERIES TRUST5.9K sharesnew addition2026-06-302026-07-17

Sponsored

LMT LOCKHEED MARTIN CORP1.1K shares-19.76%2026-06-302026-07-17

BOND PIMCO ETF TR5.7K shares28.08%2026-06-302026-07-17

KO COCA COLA CO6.4K shares18.82%2026-06-302026-07-17

JQUA J P MORGAN EXCHANGE TRADED F7.2K shares-7.44%2026-06-302026-07-17

GLW CORNING INC2.0K shares21.57%2026-06-302026-07-17

EXPE EXPEDIA GROUP INC2.0K shares85.27%2026-06-302026-07-17

UPS UNITED PARCEL SVCS INC4.7K shares3.86%2026-06-302026-07-17

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN2.7K shares-0.15%2026-06-302026-07-17

Sponsored

APH AMPHENOL CORP2.8K shares11.04%2026-06-302026-07-17

VEA VANGUARD TAX-MANAGED FDS6.5K shares91.00%2026-06-302026-07-17

DIA STATE STR SPDR DOW JONES IND877 shares-1.24%2026-06-302026-07-17

MGK VANGUARD WORLD FD5.1K sharesnew addition2026-06-302026-07-17

C CITIGROUP INC3.2K shares-15.03%2026-06-302026-07-17

CVS CVS HEALTH CORP4.3K shares5.07%2026-06-302026-07-17

DYNF BLACKROCK ETF TRUST6.2K sharesnew addition2026-06-302026-07-17

IGSB ISHARES TR8.1K shares14.14%2026-06-302026-07-17

Sponsored

ADI ANALOG DEVICES INC1.1K shares12.70%2026-06-302026-07-17

ISHARES TR ISHARES TR4.2K shares-47.09%2026-06-302026-07-17

ASML ASML HLDG NV210 shares11.70%2026-06-302026-07-17

SERVICENOW INC SERVICENOW INC4.2K shares27.66%2026-06-302026-07-17

VRT VERTIV HOLDINGS CO1.2K sharesnew addition2026-06-302026-07-17

NETFLIX INC. NETFLIX INC.5.7K shares-0.49%2026-06-302026-07-17

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC520 sharesnew addition2026-06-302026-07-17

GD GENERAL DYNAMICS CORP1.1K shares10.17%2026-06-302026-07-17

Sponsored

T AT&T INC18.5K shares-1.91%2026-06-302026-07-17

AMGN AMGEN INC1.1K shares39.71%2026-06-302026-07-17

AXP AMERICAN EXPRESS CO1.1K shares-4.04%2026-06-302026-07-17

COF CAPITAL ONE FINL CORP1.8K shares17.87%2026-06-302026-07-17

VB VANGUARD INDEX FDS1.2K sharesnew addition2026-06-302026-07-17

PFE PFIZER INC14.4K shares5.45%2026-06-302026-07-17

TJX TJX COS INC NEW2.3K shares1.90%2026-06-302026-07-17

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.0K sharesnew addition2026-06-302026-07-17

Sponsored

VZ VERIZON COMMUNICATIONS INC7.9K shares37.00%2026-06-302026-07-17

VBK VANGUARD INDEX FDS912 shares0.22%2026-06-302026-07-17

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD3.4K shares2.27%2026-06-302026-07-17

DUK DUKE ENERGY CORP NEW2.6K shares16.50%2026-06-302026-07-17

SYY SYSCO CORP3.9K shares-0.28%2026-06-302026-07-17

ABT ABBOTT LABORATORIES3.6K shares32.07%2026-06-302026-07-17

EWJ ISHARES INC3.5K sharesnew addition2026-06-302026-07-17

CWB SPDR SERIES TRUST3.0K shares0.00%2026-06-302026-07-17

Sponsored

EW EDWARDS LIFESCIENCES CORP3.5K shares8.63%2026-06-302026-07-17

EFV ISHARES TR4.2K sharesnew addition2026-06-302026-07-17

CRM SALESFORCE INC2.0K shares4.76%2026-06-302026-07-17

ESGV VANGUARD WORLD FD2.4K sharesnew addition2026-06-302026-07-17

HIG HARTFORD INSURANCE GROUP INC2.3K shares6.16%2026-06-302026-07-17

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC937 shares12.89%2026-06-302026-07-17

GILD GILEAD SCIENCES INC2.4K shares25.72%2026-06-302026-07-17

VT VANGUARD INTL EQUITY INDEX F2.0K shares-28.29%2026-06-302026-07-17

Sponsored

QUAL ISHARES TR1.4K sharesnew addition2026-06-302026-07-17

EFA ISHARES TR2.9K shares0.24%2026-06-302026-07-17

WASTE MGMT INC DEL WASTE MGMT INC DEL1.4K shares-6.79%2026-06-302026-07-17

VYMI VANGUARD WHITEHALL FDS3.1K shares0.00%2026-06-302026-07-17

VBR VANGUARD INDEX FDS1.2K shares-0.49%2026-06-302026-07-17

IUSB ISHARES TR6.5K sharesnew addition2026-06-302026-07-17

VRTX VERTEX PHARMACEUTICALS INC594 shares21.47%2026-06-302026-07-17

LOW LOWES COS INC1.3K shares6.71%2026-06-302026-07-17

Sponsored

ACI ALBERTSONS COMPANIES INC21.7K shares-26.35%2026-06-302026-07-17

WELL WELLTOWER INC1.3K shares24.71%2026-06-302026-07-17

FNDB SCHWAB STRATEGIC TR9.4K shares0.51%2026-06-302026-07-17

BAI BLACKROCK ETF TRUST5.4K sharesnew addition2026-06-302026-07-17

AGIX KRANESHARES TRUST6.0K sharesnew addition2026-06-302026-07-17

BMY BRISTOL-MYERS SQUIBB CO4.8K shares7.01%2026-06-302026-07-17

MGNI MAGNITE INC14.5K shares0.00%2026-06-302026-07-17

VCSH VANGUARD SCOTTSDALE FDS3.4K shares-47.67%2026-06-302026-07-17

Sponsored

BINC BLACKROCK ETF TRUST II5.2K shares-28.98%2026-06-302026-07-17

USMV ISHARES TR2.8K shares0.76%2026-06-302026-07-17

DKNG DRAFTKINGS INC NEW10.7K shares-0.18%2026-06-302026-07-17

SUB ISHARES TR2.5K shares3.20%2026-06-302026-07-17

LQD ISHARES TR2.4K shares-12.63%2026-06-302026-07-17

VOT VANGUARD INDEX FDS853 shares7.84%2026-06-302026-07-17

MO ALTRIA GROUP INC3.5K sharesnew addition2026-06-302026-07-17

EFG ISHARES TR2.1K sharesnew addition2026-06-302026-07-17

Sponsored

DE DEERE & CO395 sharesnew addition2026-06-302026-07-17

EPD ENTERPRISE PRODS PARTNERS L6.7K shares0.41%2026-06-302026-07-17

WDC WESTERN DIGITAL CORP379 sharesnew addition2026-06-302026-07-17

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.1K shares11.15%2026-06-302026-07-17

SPDR SERIES TRUST SPDR SERIES TRUST2.7K sharesnew addition2026-06-302026-07-17

PFF ISHARES TR7.8K shares0.00%2026-06-302026-07-17

CRH CRH PLC2.2K shares-5.79%2026-06-302026-07-17

VGT VANGUARD WORLD FD2.0K sharesnew addition2026-06-302026-07-17

Sponsored

QTEC FIRST TR EXCHANGE-TRADED FD690 sharesnew addition2026-06-302026-07-17

IJK ISHARES TR2.0K sharesnew addition2026-06-302026-07-17

TXN TEXAS INSTRS INC766 sharesnew addition2026-06-302026-07-17

BND VANGUARD BD INDEX FDS3.0K sharesnew addition2026-06-302026-07-17

XLC SELECT SECTOR SPDR TR2.1K sharesnew addition2026-06-302026-07-17

EIS ISHARES INC1.8K sharesnew addition2026-06-302026-07-17

PICK ISHARES INC3.8K sharesnew addition2026-06-302026-07-17

XLE SELECT SECTOR SPDR TR4.0K shares-0.93%2026-06-302026-07-17

Sponsored

QCOM QUALCOMM INC1.1K sharesnew addition2026-06-302026-07-17

ETN EATON CORP PLC493 sharesnew addition2026-06-302026-07-17

MRVL MARVELL TECHNOLOGY INC700 sharesnew addition2026-06-302026-07-17

LHX L3HARRIS TECHNOLOGIES INC717 shares16.78%2026-06-302026-07-17

BKNG BOOKING HOLDINGS INC1.2K sharesnew addition2026-06-302026-07-17

CEG CONSTELLATION ENERGY CORP835 shares5.43%2026-06-302026-07-17

WMB WILLIAMS COS INC2.8K shares0.00%2026-06-302026-07-17

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.7K shares19.62%2026-06-302026-07-17

Sponsored

PHO INVESCO EXCHANGE TRADED FD T3.0K sharesnew addition2026-06-302026-07-17

IAU ISHARES GOLD TR2.7K shares-28.33%2026-06-302026-07-17

ARK ETF TR ARK ETF TR2.5K sharesnew addition2026-06-302026-07-17

CHUBB LIMITED CHUBB LIMITED590 sharesnew addition2026-06-302026-07-17

LABCORP HOLDINGS INC LABCORP HOLDINGS INC717 shares-6.88%2026-06-302026-07-17

AIQ GLOBAL X FDS3.1K sharesnew addition2026-06-302026-07-17

ACVA ACV AUCTIONS INC22.5K shares0.00%2026-06-302026-07-17

ABEV AMBEV SA26.8K shares8.77%2026-06-302026-07-17

Sponsored

WIT WIPRO LTD11.7K sharesnew addition2026-06-302026-07-17

MVIS MICROVISION INC DEL58.1K shares41.24%2026-06-302026-07-17

ITOT

ISHARES TR

5.94%

Shares1.0M

Event2026-06-30

Filed2026-07-17

ISHARES TR

5.18%

Shares197.8K

Event2026-06-30

Filed2026-07-17

ACWX

ISHARES TR

8.79%

Shares1.4M

Event2026-06-30

Filed2026-07-17

IWB

ISHARES TR

-0.74%

Shares247.6K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

-1.61%

Shares127.3K

Event2026-06-30

Filed2026-07-17

SCHB

SCHWAB STRATEGIC TR

3.87%

Shares2.5M

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

2.20%

Shares194.2K

Event2026-06-30

Filed2026-07-17

ICSH

ISHARES TR

11.09%

Shares1.4M

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

-0.41%

Shares153.6K

Event2026-06-30

Filed2026-07-17

IJH

ISHARES TR

1.55%

Shares545.3K

Event2026-06-30

Filed2026-07-17

SPTM

SPDR SERIES TRUST

-0.45%

Shares462.2K

Event2026-06-30

Filed2026-07-17

DGRW

WISDOMTREE TR

21.19%

Shares356.9K

Event2026-06-30

Filed2026-07-17

VXF

VANGUARD INDEX FDS

6.88%

Shares105.2K

Event2026-06-30

Filed2026-07-17

IWF

ISHARES TR

297.84%

Shares189.8K

Event2026-06-30

Filed2026-07-17

INTF

ISHARES TR

-2.39%

Shares545.3K

Event2026-06-30

Filed2026-07-17

STATE STR SPDR S&P 500 ETF T

1.16%

Shares29.4K

Event2026-06-30

Filed2026-07-17

QQQM

INVESCO EXCH TRADED FD TR II

39.98%

Shares69.0K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

4.12%

Shares42.5K

Event2026-06-30

Filed2026-07-17

VONG

VANGUARD SCOTTSDALE FDS

29.00%

Shares109.5K

Event2026-06-30

Filed2026-07-17

DFAC

DIMENSIONAL ETF TRUST

-2.02%

Shares315.2K

Event2026-06-30

Filed2026-07-17

IEMG

ISHARES INC

5.69%

Shares158.3K

Event2026-06-30

Filed2026-07-17

VXUS

VANGUARD STAR FDS

5.42%

Shares140.1K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

4.16%

Shares49.5K

Event2026-06-30

Filed2026-07-17

SCHD

SCHWAB STRATEGIC TR

-1.99%

Shares366.8K

Event2026-06-30

Filed2026-07-17

VUG

VANGUARD INDEX FDS

498.06%

Shares132.1K

Event2026-06-30

Filed2026-07-17

VTEB

VANGUARD MUN BD FDS

-0.72%

Shares203.2K

Event2026-06-30

Filed2026-07-17

JPST

J P MORGAN EXCHANGE TRADED F

58.93%

Shares197.4K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

9.74%

Shares25.2K

Event2026-06-30

Filed2026-07-17

IXUS

ISHARES TR

126.40%

Shares93.6K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

21.26%

Shares42.2K

Event2026-06-30

Filed2026-07-17

J P MORGAN EXCHANGE TRADED F

New

Shares146.8K

Event2026-06-30

Filed2026-07-17

IWV

ISHARES TR

-0.66%

Shares16.7K

Event2026-06-30

Filed2026-07-17

VWO

VANGUARD INTL EQUITY INDEX F

-1.46%

Shares110.8K

Event2026-06-30

Filed2026-07-17

IVW

ISHARES TR

6.29%

Shares46.9K

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC

-1.82%

Shares18.0K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

4.99%

Shares19.4K

Event2026-06-30

Filed2026-07-17

GSIE

GOLDMAN SACHS ETF TR

4.55%

Shares132.8K

Event2026-06-30

Filed2026-07-17

VTV

VANGUARD INDEX FDS

-1.79%

Shares27.8K

Event2026-06-30

Filed2026-07-17

IWD

ISHARES TR

0.76%

Shares24.5K

Event2026-06-30

Filed2026-07-17

LPLA

LPL FINL HLDGS INC

0.47%

Shares19.8K

Event2026-06-30

Filed2026-07-17

VIG

VANGUARD SPECIALIZED FUNDS

-4.89%

Shares21.7K

Event2026-06-30

Filed2026-07-17

SCHX

SCHWAB STRATEGIC TR

-1.78%

Shares170.7K

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC

3.01%

Shares8.1K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.53%

Shares8.9K

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD INDEX FDS

12.11%

Shares6.5K

Event2026-06-30

Filed2026-07-17

TSLA

TESLA INC

-0.12%

Shares9.8K

Event2026-06-30

Filed2026-07-17

SPYG

SPDR SERIES TRUST

-1.14%

Shares34.3K

Event2026-06-30

Filed2026-07-17

VISA INC

4.39%

Shares10.3K

Event2026-06-30

Filed2026-07-17

MDY

STATE STR SPDR S&P MIDCAP 40

2.98%

Shares4.6K

Event2026-06-30

Filed2026-07-17

KLAC

KLA CORP

930.20%

Shares10.6K

Event2026-06-30

Filed2026-07-17

BROADCOM INC

22.45%

Shares8.4K

Event2026-06-30

Filed2026-07-17

HOME DEPOT INC

-1.43%

Shares8.9K

Event2026-06-30

Filed2026-07-17

DGRO

ISHARES TR

-0.08%

Shares41.2K

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON

3.71%

Shares10.9K

Event2026-06-30

Filed2026-07-17

VONV

VANGUARD SCOTTSDALE FDS

43.33%

Shares24.5K

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC

-3.39%

Shares22.3K

Event2026-06-30

Filed2026-07-17

DFUS

DIMENSIONAL ETF TRUST

3.64%

Shares29.1K

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC

5.44%

Shares2.2K

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO

11.19%

Shares1.9K

Event2026-06-30

Filed2026-07-17

CISCO SYS INC

106.64%

Shares19.3K

Event2026-06-30

Filed2026-07-17

ISHARES TR

-7.79%

Shares22.4K

Event2026-06-30

Filed2026-07-17

SUSA

ISHARES TR

13.57%

Shares13.2K

Event2026-06-30

Filed2026-07-17

BAC

BANK OF AMER CORP

6.10%

Shares34.1K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

335.96%

Shares23.8K

Event2026-06-30

Filed2026-07-17

APPLIED MATLS INC

10.12%

Shares2.6K

Event2026-06-30

Filed2026-07-17

XLK

SELECT SECTOR SPDR TR

35.31%

Shares9.2K

Event2026-06-30

Filed2026-07-17

MASTERCARD INCORPORATED

11.36%

Shares3.1K

Event2026-06-30

Filed2026-07-17

PROCTER & GAMBLE CO

6.56%

Shares10.4K

Event2026-06-30

Filed2026-07-17

IWR

ISHARES TR

3.62%

Shares13.6K

Event2026-06-30

Filed2026-07-17

HCA

HCA HEALTHCARE INC

-0.05%

Shares3.7K

Event2026-06-30

Filed2026-07-17

MICRON TECHNOLOGY INC

96.41%

Shares1.2K

Event2026-06-30

Filed2026-07-17

DVY

ISHARES TR

0.09%

Shares8.8K

Event2026-06-30

Filed2026-07-17

DIS

DISNEY WALT CO

2.63%

Shares13.9K

Event2026-06-30

Filed2026-07-17

GLD

SPDR GOLD TR

31.43%

Shares3.6K

Event2026-06-30

Filed2026-07-17

IBM

INTERNATIONAL BUSINESS MACHS

11.71%

Shares4.6K

Event2026-06-30

Filed2026-07-17

AMD

ADVANCED MICRO DEVICES INC

8.89%

Shares2.2K

Event2026-06-30

Filed2026-07-17

VYM

VANGUARD WHITEHALL FDS

72.42%

Shares8.1K

Event2026-06-30

Filed2026-07-17

COSTCO WHOLESALE CORPORATION

6.68%

Shares1.3K

Event2026-06-30

Filed2026-07-17

ABBVIE INC

8.95%

Shares4.9K

Event2026-06-30

Filed2026-07-17

SCHG

SCHWAB STRATEGIC TR

7.59%

Shares34.6K

Event2026-06-30

Filed2026-07-17

ACWI

ISHARES TR

0.14%

Shares7.3K

Event2026-06-30

Filed2026-07-17

SMH

VANECK ETF TRUST

9.97%

Shares1.6K

Event2026-06-30

Filed2026-07-17

SGOV

ISHARES TR

New

Shares10.4K

Event2026-06-30

Filed2026-07-17

SOXX

ISHARES TR

31.67%

Shares1.6K

Event2026-06-30

Filed2026-07-17

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares12.3K

Event2026-06-30

Filed2026-07-17

MRK

MERCK & CO INC

6.44%

Shares7.9K

Event2026-06-30

Filed2026-07-17

BOEING CO

11.23%

Shares4.7K

Event2026-06-30

Filed2026-07-17

SBUX

STARBUCKS CORP

0.24%

Shares9.8K

Event2026-06-30

Filed2026-07-17

EXXON MOBIL CORP

6.61%

Shares7.3K

Event2026-06-30

Filed2026-07-17

TRANE TECHNOLOGIES PLC

1.38%

Shares2.0K

Event2026-06-30

Filed2026-07-17

THE CIGNA GROUP

2.84%

Shares3.5K

Event2026-06-30

Filed2026-07-17

IWM

ISHARES TR

26.23%

Shares3.1K

Event2026-06-30

Filed2026-07-17

TDVG

T ROWE PRICE EXCHANGE-TRADED

17.94%

Shares19.1K

Event2026-06-30

Filed2026-07-17

MUB

ISHARES TR

38.21%

Shares8.7K

Event2026-06-30

Filed2026-07-17

LUV

SOUTHWEST AIRLS CO

2.25%

Shares17.4K

Event2026-06-30

Filed2026-07-17

PEP

PEPSICO INC

1.79%

Shares6.3K

Event2026-06-30

Filed2026-07-17

CVX

CHEVRON CORPORATION

4.99%

Shares5.0K

Event2026-06-30

Filed2026-07-17

ORACLE CORP

7.71%

Shares5.5K

Event2026-06-30

Filed2026-07-17

RTX CORPORATION

10.52%

Shares4.1K

Event2026-06-30

Filed2026-07-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

45.35%

Shares1.6K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

0.14%

Shares2.2K

Event2026-06-30

Filed2026-07-17

IJR

ISHARES TR

14.33%

Shares5.1K

Event2026-06-30

Filed2026-07-17

FIXD

FIRST TR EXCHNG TRADED FD VI

80.23%

Shares16.4K

Event2026-06-30

Filed2026-07-17

PANW

PALO ALTO NETWORKS INC

29.03%

Shares2.0K

Event2026-06-30

Filed2026-07-17

GEV

GE VERNOVA INC

1.40%

Shares579

Event2026-06-30

Filed2026-07-17

GE AEROSPACE

0.90%

Shares1.8K

Event2026-06-30

Filed2026-07-17

XLF

SELECT SECTOR SPDR TR

49.05%

Shares12.1K

Event2026-06-30

Filed2026-07-17

MKL

MARKEL GROUP INC

0.00%

Shares327

Event2026-06-30

Filed2026-07-17

UNITEDHEALTH GROUP INC

1.21%

Shares1.5K

Event2026-06-30

Filed2026-07-17

PYLD

PIMCO ETF TR

112.58%

Shares23.5K

Event2026-06-30

Filed2026-07-17

SHOP

SHOPIFY INC

2.07%

Shares5.4K

Event2026-06-30

Filed2026-07-17

ITA

ISHARES TR

80.50%

Shares2.5K

Event2026-06-30

Filed2026-07-17

MCD

MCDONALDS CORP

-11.00%

Shares2.2K

Event2026-06-30

Filed2026-07-17

EMR

EMERSON ELEC CO

-2.80%

Shares4.2K

Event2026-06-30

Filed2026-07-17

LRCX

LAM RESEARCH CORP

40.98%

Shares1.4K

Event2026-06-30

Filed2026-07-17

IVE

ISHARES TR

142.71%

Shares2.6K

Event2026-06-30

Filed2026-07-17

GOLDMAN SACHS GROUP INC

21.28%

Shares570

Event2026-06-30

Filed2026-07-17

MORGAN STANLEY

2.02%

Shares2.7K

Event2026-06-30

Filed2026-07-17

INTC

INTEL CORP

New

Shares4.0K

Event2026-06-30

Filed2026-07-17

BIL

SPDR SERIES TRUST

New

Shares5.9K

Event2026-06-30

Filed2026-07-17

LMT

LOCKHEED MARTIN CORP

-19.76%

Shares1.1K

Event2026-06-30

Filed2026-07-17

BOND

PIMCO ETF TR

28.08%

Shares5.7K

Event2026-06-30

Filed2026-07-17

COCA COLA CO

18.82%

Shares6.4K

Event2026-06-30

Filed2026-07-17

JQUA

J P MORGAN EXCHANGE TRADED F

-7.44%

Shares7.2K

Event2026-06-30

Filed2026-07-17

GLW

CORNING INC

21.57%

Shares2.0K

Event2026-06-30

Filed2026-07-17

EXPE

EXPEDIA GROUP INC

85.27%

Shares2.0K

Event2026-06-30

Filed2026-07-17

UPS

UNITED PARCEL SVCS INC

3.86%

Shares4.7K

Event2026-06-30

Filed2026-07-17

LIVE NATION ENTERTAINMENT IN

-0.15%

Shares2.7K

Event2026-06-30

Filed2026-07-17

APH

AMPHENOL CORP

11.04%

Shares2.8K

Event2026-06-30

Filed2026-07-17

VEA

VANGUARD TAX-MANAGED FDS

91.00%

Shares6.5K

Event2026-06-30

Filed2026-07-17

DIA

STATE STR SPDR DOW JONES IND

-1.24%

Shares877

Event2026-06-30

Filed2026-07-17

MGK

VANGUARD WORLD FD

New

Shares5.1K

Event2026-06-30

Filed2026-07-17

CITIGROUP INC

-15.03%

Shares3.2K

Event2026-06-30

Filed2026-07-17

CVS

CVS HEALTH CORP

5.07%

Shares4.3K

Event2026-06-30

Filed2026-07-17

DYNF

BLACKROCK ETF TRUST

New

Shares6.2K

Event2026-06-30

Filed2026-07-17

IGSB

ISHARES TR

14.14%

Shares8.1K

Event2026-06-30

Filed2026-07-17

ADI

ANALOG DEVICES INC

12.70%

Shares1.1K

Event2026-06-30

Filed2026-07-17

ISHARES TR

-47.09%

Shares4.2K

Event2026-06-30

Filed2026-07-17

ASML

ASML HLDG NV

11.70%

Shares210

Event2026-06-30

Filed2026-07-17

SERVICENOW INC

27.66%

Shares4.2K

Event2026-06-30

Filed2026-07-17

VRT

VERTIV HOLDINGS CO

New

Shares1.2K

Event2026-06-30

Filed2026-07-17

NETFLIX INC.

-0.49%

Shares5.7K

Event2026-06-30

Filed2026-07-17

CROWDSTRIKE HLDGS INC

New

Shares520

Event2026-06-30

Filed2026-07-17

GENERAL DYNAMICS CORP

10.17%

Shares1.1K

Event2026-06-30

Filed2026-07-17

AT&T INC

-1.91%

Shares18.5K

Event2026-06-30

Filed2026-07-17

AMGN

AMGEN INC

39.71%

Shares1.1K

Event2026-06-30

Filed2026-07-17

AXP

AMERICAN EXPRESS CO

-4.04%

Shares1.1K

Event2026-06-30

Filed2026-07-17

COF

CAPITAL ONE FINL CORP

17.87%

Shares1.8K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

New

Shares1.2K

Event2026-06-30

Filed2026-07-17

PFE

PFIZER INC

5.45%

Shares14.4K

Event2026-06-30

Filed2026-07-17

TJX

TJX COS INC NEW

1.90%

Shares2.3K

Event2026-06-30

Filed2026-07-17

SPACE EXPLORATION TECHN CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-17

VERIZON COMMUNICATIONS INC

37.00%

Shares7.9K

Event2026-06-30

Filed2026-07-17

VBK

VANGUARD INDEX FDS

0.22%

Shares912

Event2026-06-30

Filed2026-07-17

ALIBABA GROUP HLDG LTD

2.27%

Shares3.4K

Event2026-06-30

Filed2026-07-17

DUK

DUKE ENERGY CORP NEW

16.50%

Shares2.6K

Event2026-06-30

Filed2026-07-17

SYY

SYSCO CORP

-0.28%

Shares3.9K

Event2026-06-30

Filed2026-07-17

ABT

ABBOTT LABORATORIES

32.07%

Shares3.6K

Event2026-06-30

Filed2026-07-17

EWJ

ISHARES INC

New

Shares3.5K

Event2026-06-30

Filed2026-07-17

CWB

SPDR SERIES TRUST

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-17

EDWARDS LIFESCIENCES CORP

8.63%

Shares3.5K

Event2026-06-30

Filed2026-07-17

EFV

ISHARES TR

New

Shares4.2K

Event2026-06-30

Filed2026-07-17

CRM

SALESFORCE INC

4.76%

Shares2.0K

Event2026-06-30

Filed2026-07-17

ESGV

VANGUARD WORLD FD

New

Shares2.4K

Event2026-06-30

Filed2026-07-17

HIG

HARTFORD INSURANCE GROUP INC

6.16%

Shares2.3K

Event2026-06-30

Filed2026-07-17

TRAVELERS COMPANIES INC

12.89%

Shares937

Event2026-06-30

Filed2026-07-17

GILD

GILEAD SCIENCES INC

25.72%

Shares2.4K

Event2026-06-30

Filed2026-07-17

VANGUARD INTL EQUITY INDEX F

-28.29%

Shares2.0K

Event2026-06-30

Filed2026-07-17

QUAL

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-17

EFA

ISHARES TR

0.24%

Shares2.9K

Event2026-06-30

Filed2026-07-17

WASTE MGMT INC DEL

-6.79%

Shares1.4K

Event2026-06-30

Filed2026-07-17

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-17

VBR

VANGUARD INDEX FDS

-0.49%

Shares1.2K

Event2026-06-30

Filed2026-07-17

IUSB

ISHARES TR

New

Shares6.5K

Event2026-06-30

Filed2026-07-17

VRTX

VERTEX PHARMACEUTICALS INC

21.47%

Shares594

Event2026-06-30

Filed2026-07-17

LOW

LOWES COS INC

6.71%

Shares1.3K

Event2026-06-30

Filed2026-07-17

ACI

ALBERTSONS COMPANIES INC

-26.35%

Shares21.7K

Event2026-06-30

Filed2026-07-17

WELL

WELLTOWER INC

24.71%

Shares1.3K

Event2026-06-30

Filed2026-07-17

FNDB

SCHWAB STRATEGIC TR

0.51%

Shares9.4K

Event2026-06-30

Filed2026-07-17

BAI

BLACKROCK ETF TRUST

New

Shares5.4K

Event2026-06-30

Filed2026-07-17

AGIX

KRANESHARES TRUST

New

Shares6.0K

Event2026-06-30

Filed2026-07-17

BMY

BRISTOL-MYERS SQUIBB CO

7.01%

Shares4.8K

Event2026-06-30

Filed2026-07-17

MGNI

MAGNITE INC

0.00%

Shares14.5K

Event2026-06-30

Filed2026-07-17

VCSH

VANGUARD SCOTTSDALE FDS

-47.67%

Shares3.4K

Event2026-06-30

Filed2026-07-17

BINC

BLACKROCK ETF TRUST II

-28.98%

Shares5.2K

Event2026-06-30

Filed2026-07-17

USMV

ISHARES TR

0.76%

Shares2.8K

Event2026-06-30

Filed2026-07-17

DKNG

DRAFTKINGS INC NEW

-0.18%

Shares10.7K

Event2026-06-30

Filed2026-07-17

SUB

ISHARES TR

3.20%

Shares2.5K

Event2026-06-30

Filed2026-07-17

LQD

ISHARES TR

-12.63%

Shares2.4K

Event2026-06-30

Filed2026-07-17

VOT

VANGUARD INDEX FDS

7.84%

Shares853

Event2026-06-30

Filed2026-07-17

ALTRIA GROUP INC

New

Shares3.5K

Event2026-06-30

Filed2026-07-17

EFG

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-17

DEERE & CO

New

Shares395

Event2026-06-30

Filed2026-07-17

EPD

ENTERPRISE PRODS PARTNERS L

0.41%

Shares6.7K

Event2026-06-30

Filed2026-07-17

WDC

WESTERN DIGITAL CORP

New

Shares379

Event2026-06-30

Filed2026-07-17

PALANTIR TECHNOLOGIES INC

11.15%

Shares2.1K

Event2026-06-30

Filed2026-07-17

SPDR SERIES TRUST

New

Shares2.7K

Event2026-06-30

Filed2026-07-17

PFF

ISHARES TR

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-17

CRH

CRH PLC

-5.79%

Shares2.2K

Event2026-06-30

Filed2026-07-17

VGT

VANGUARD WORLD FD

New

Shares2.0K

Event2026-06-30

Filed2026-07-17

QTEC

FIRST TR EXCHANGE-TRADED FD

New

Shares690

Event2026-06-30

Filed2026-07-17

IJK

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-17

TXN

TEXAS INSTRS INC

New

Shares766

Event2026-06-30

Filed2026-07-17

BND

VANGUARD BD INDEX FDS

New

Shares3.0K

Event2026-06-30

Filed2026-07-17

XLC

SELECT SECTOR SPDR TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-17

EIS

ISHARES INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-17

PICK

ISHARES INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-17

XLE

SELECT SECTOR SPDR TR

-0.93%

Shares4.0K

Event2026-06-30

Filed2026-07-17

QCOM

QUALCOMM INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

ETN

EATON CORP PLC

New

Shares493

Event2026-06-30

Filed2026-07-17

MRVL

MARVELL TECHNOLOGY INC

New

Shares700

Event2026-06-30

Filed2026-07-17

LHX

L3HARRIS TECHNOLOGIES INC

16.78%

Shares717

Event2026-06-30

Filed2026-07-17

BKNG

BOOKING HOLDINGS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-17

CEG

CONSTELLATION ENERGY CORP

5.43%

Shares835

Event2026-06-30

Filed2026-07-17

WMB

WILLIAMS COS INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-17

ACCENTURE PLC IRELAND

19.62%

Shares1.7K

Event2026-06-30

Filed2026-07-17

PHO

INVESCO EXCHANGE TRADED FD T

New

Shares3.0K

Event2026-06-30

Filed2026-07-17

IAU

ISHARES GOLD TR

-28.33%

Shares2.7K

Event2026-06-30

Filed2026-07-17

ARK ETF TR

New

Shares2.5K

Event2026-06-30

Filed2026-07-17

CHUBB LIMITED

New

Shares590

Event2026-06-30

Filed2026-07-17

LABCORP HOLDINGS INC

-6.88%

Shares717

Event2026-06-30

Filed2026-07-17

AIQ

GLOBAL X FDS

New

Shares3.1K

Event2026-06-30

Filed2026-07-17

ACVA

ACV AUCTIONS INC

0.00%

Shares22.5K

Event2026-06-30

Filed2026-07-17

ABEV

AMBEV SA

8.77%

Shares26.8K

Event2026-06-30

Filed2026-07-17

WIT

WIPRO LTD

New

Shares11.7K

Event2026-06-30

Filed2026-07-17

MVIS

MICROVISION INC DEL

41.24%

Shares58.1K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available