Sponsored

The Analysis of Clearwater Capital Advisors, LLC's Holdings & P&L

Currently, Clearwater Capital Advisors, LLC holds 189 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in VUG (+104.3K shares, valued at $9.0M), NEAR (+132.0K shares, valued at $6.7M), BINC (+124.7K shares, valued at $6.5M); decreased their positions in SCHO (-89.4K shares, valued at $2.2M), EMXC (-17.1K shares, valued at $1.7M), N/A (-27.0K shares, valued at $1.1M); initiated new positions in AVLC (+6.5K shares, valued at $580.6K), DGRO (+6.8K shares, valued at $516.9K), APH (+2.3K shares, valued at $399.7K).

1M P&L

+9.8M+0.75%

3M P&L

+37.3M+2.92%

HY P&L

+32.1M+2.50%

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/A1.2B

95.8%

2Consumer Electronics14.5M

1.1%

3Semiconductors7.1M

0.5%

Top Industries by Stock Count

1N/A128 stocks

75.7%

2Semiconductors4 stocks

2.4%

3Drug Manufacturers - General3 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NEAR ISHARES U S ETF TR3.2M shares4.23%2026-06-302026-08-06

DGRW WISDOMTREE TR938.5K shares0.89%2026-06-302026-08-06

LRGF ISHARES TR1.1M shares1.88%2026-06-302026-08-06

INTF ISHARES TR1.9M shares0.00%2026-06-302026-08-06

BINC BLACKROCK ETF TRUST II1.4M shares9.56%2026-06-302026-08-06

BBAG J P MORGAN EXCHANGE TRADED F1.3M shares7.43%2026-06-302026-08-06

SPDW SPDR INDEX SHS FDS1.1M shares-1.30%2026-06-302026-08-06

EMXC ISHARES INC504.9K shares-3.27%2026-06-302026-08-06

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD952.2K shares4.74%2026-06-302026-08-06

JSI JANUS DETROIT STR TR867.7K shares12.52%2026-06-302026-08-06

SMLF ISHARES TR474.7K shares-0.93%2026-06-302026-08-06

AVXC AMERICAN CENTY ETF TR474.1K shares2.00%2026-06-302026-08-06

IGSB ISHARES TR740.4K shares0.81%2026-06-302026-08-06

MBB ISHARES TR348.0K shares7.07%2026-06-302026-08-06

SCHX SCHWAB STRATEGIC TR971.6K shares1.39%2026-06-302026-08-06

JMUB J P MORGAN EXCHANGE TRADED F500.4K shares4.15%2026-06-302026-08-06

Sponsored

AVLV AMERICAN CENTY ETF TR246.0K shares3.00%2026-06-302026-08-06

VANECK ETF TRUST VANECK ETF TRUST292.1K shares3.65%2026-06-302026-08-06

SCHA SCHWAB STRATEGIC TR602.2K shares-3.50%2026-06-302026-08-06

CIBR FIRST TR EXCHANGE-TRADED FD212.7K shares0.50%2026-06-302026-08-06

SCHM SCHWAB STRATEGIC TR464.7K shares-1.75%2026-06-302026-08-06

MUB ISHARES TR135.5K shares-0.33%2026-06-302026-08-06

EZM WISDOMTREE TR192.0K shares0.19%2026-06-302026-08-06

AAPL APPLE INC50.0K shares2.93%2026-06-302026-08-06

Sponsored

BOTZ GLOBAL X FDS377.4K shares1.07%2026-06-302026-08-06

FIW FIRST TR EXCHANGE-TRADED FD114.8K shares1.59%2026-06-302026-08-06

VUG VANGUARD INDEX FDS125.4K shares494.41%2026-06-302026-08-06

ARK ETF TR ARK ETF TR262.0K shares6.67%2026-06-302026-08-06

XT ISHARES TR122.0K shares-3.42%2026-06-302026-08-06

SCHC SCHWAB STRATEGIC TR204.9K shares0.83%2026-06-302026-08-06

WCLD WISDOMTREE TR294.0K shares12.65%2026-06-302026-08-06

ISHARES TR ISHARES TR95.1K shares-2.24%2026-06-302026-08-06

Sponsored

SUB ISHARES TR70.5K shares0.13%2026-06-302026-08-06

IBRX IMMUNITYBIO INC717.5K shares0.00%2026-06-302026-08-06

MSFT MICROSOFT CORP15.0K shares4.74%2026-06-302026-08-06

SCHF SCHWAB STRATEGIC TR180.2K shares2.37%2026-06-302026-08-06

DLN WISDOMTREE TR51.7K shares-1.56%2026-06-302026-08-06

SPMB SPDR SERIES TRUST221.9K shares-6.16%2026-06-302026-08-06

SCZ ISHARES TR58.5K shares-3.60%2026-06-302026-08-06

GSLC GOLDMAN SACHS ETF TR32.2K shares12.08%2026-06-302026-08-06

Sponsored

SOXL DIREXION SHARES ETF TRUST16.4K shares-0.97%2026-06-302026-08-06

NVDA NVIDIA CORPORATION21.1K shares6.93%2026-06-302026-08-06

SNSR GLOBAL X FDS83.9K shares-18.79%2026-06-302026-08-06

ISHARES TR ISHARES TR4.6K shares-1.27%2026-06-302026-08-06

GSIE GOLDMAN SACHS ETF TR71.4K shares9.83%2026-06-302026-08-06

AMZN AMAZON COM INC13.0K shares6.82%2026-06-302026-08-06

FMB FIRST TR EXCH TRADED FD III55.6K shares1.70%2026-06-302026-08-06

SCHO SCHWAB STRATEGIC TR104.9K shares-46.00%2026-06-302026-08-06

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.8K shares3.24%2026-06-302026-08-06

CLOU GLOBAL X FDS87.5K shares-7.31%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC1.7K shares6.31%2026-06-302026-08-06

VUSB VANGUARD BD INDEX FDS39.9K shares-6.09%2026-06-302026-08-06

ARK ETF TR ARK ETF TR24.4K shares-6.26%2026-06-302026-08-06

ARK ETF TR ARK ETF TR45.3K shares-37.34%2026-06-302026-08-06

AVDE AMERICAN CENTY ETF TR20.0K shares-7.56%2026-06-302026-08-06

DBEF DBX ETF TR31.9K shares-0.80%2026-06-302026-08-06

Sponsored

DTD WISDOMTREE TR18.1K shares0.00%2026-06-302026-08-06

IJH ISHARES TR21.5K shares-2.53%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.9K shares14.36%2026-06-302026-08-06

RING ISHARES INC24.6K shares-0.57%2026-06-302026-08-06

TBLL INVESCO EXCH TRADED FD TR II14.7K shares0.00%2026-06-302026-08-06

LLY ELI LILLY & CO1.3K shares16.79%2026-06-302026-08-06

QQQ INVESCO QQQ TR2.0K shares-7.58%2026-06-302026-08-06

MGK VANGUARD WORLD FD15.5K shares386.52%2026-06-302026-08-06

Sponsored

IJR ISHARES TR8.9K shares-6.28%2026-06-302026-08-06

IEMG ISHARES INC15.7K shares-2.08%2026-06-302026-08-06

TSLA TESLA INC3.1K shares12.79%2026-06-302026-08-06

TDIV FIRST TR EXCHANGE TRADED FD11.0K shares0.00%2026-06-302026-08-06

IXN ISHARES TR8.7K shares-17.51%2026-06-302026-08-06

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC10.7K shares14.76%2026-06-302026-08-06

ASML ASML HLDG NV619 shares4.56%2026-06-302026-08-06

STOT SSGA ACTIVE TR25.3K shares9.86%2026-06-302026-08-06

Sponsored

VOT VANGUARD INDEX FDS3.8K shares0.21%2026-06-302026-08-06

SCHG SCHWAB STRATEGIC TR33.3K shares32.95%2026-06-302026-08-06

FTC FIRST TR EXCHANGE-TRADED ALP5.8K shares-2.04%2026-06-302026-08-06

IDNA ISHARES TR32.9K shares-9.37%2026-06-302026-08-06

GOOGL ALPHABET INC3.1K shares26.92%2026-06-302026-08-06

GOOG ALPHABET INC3.0K shares3.97%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.1K shares1.00%2026-06-302026-08-06

EMGF ISHARES INC14.1K shares-5.74%2026-06-302026-08-06

Sponsored

AVSF AMERICAN CENTY ETF TR22.0K shares0.00%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS2.6K shares0.00%2026-06-302026-08-06

VTEB VANGUARD MUN BD FDS18.7K shares1.57%2026-06-302026-08-06

VCSH VANGUARD SCOTTSDALE FDS11.8K shares-2.88%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON3.6K shares12.77%2026-06-302026-08-06

DES WISDOMTREE TR22.4K shares-2.35%2026-06-302026-08-06

SCHE SCHWAB STRATEGIC TR25.1K shares-6.26%2026-06-302026-08-06

RSPT INVESCO EXCHANGE TRADED FD T13.6K shares0.00%2026-06-302026-08-06

Sponsored

BROADCOM INC BROADCOM INC2.3K shares-29.11%2026-06-302026-08-06

SCHJ SCHWAB STRATEGIC TR34.5K shares24.02%2026-06-302026-08-06

SPLV INVESCO EXCH TRADED FD TR II11.4K shares0.00%2026-06-302026-08-06

HACK AMPLIFY ETF TR8.0K shares2.68%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC1.5K shares-2.23%2026-06-302026-08-06

VGT VANGUARD WORLD FD7.0K shares700.00%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR4.4K shares-0.27%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL1.6K shares4.61%2026-06-302026-08-06

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF17.2K shares-0.21%2026-06-302026-08-06

SHM SPDR SERIES TRUST16.3K shares0.00%2026-06-302026-08-06

GRID FIRST TR EXCHANGE-TRADED FD4.1K shares24.89%2026-06-302026-08-06

HEDJ WISDOMTREE TR13.6K shares0.00%2026-06-302026-08-06

CISCO SYS INC CISCO SYS INC6.6K shares22.41%2026-06-302026-08-06

AMGN AMGEN INC2.0K shares11.00%2026-06-302026-08-06

HD HOME DEPOT INC2.1K shares4.06%2026-06-302026-08-06

GE GE AEROSPACE1.9K shares2.50%2026-06-302026-08-06

Sponsored

BX BLACKSTONE INC6.1K shares-3.46%2026-06-302026-08-06

KKR KKR & CO INC7.7K shares0.00%2026-06-302026-08-06

MCD MCDONALDS CORP2.6K shares3.14%2026-06-302026-08-06

DHS WISDOMTREE TR5.9K shares-6.30%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC1.1K shares1.08%2026-06-302026-08-06

GDXJ VANECK ETF TRUST6.4K shares-2.28%2026-06-302026-08-06

ROM PROSHARES TR4.0K shares0.00%2026-06-302026-08-06

USHY ISHARES TR16.8K shares0.00%2026-06-302026-08-06

Sponsored

FTA FIRST TR EXCHANGE-TRADED ALP6.2K shares-2.68%2026-06-302026-08-06

AVLC AMERICAN CENTY ETF TR6.5K sharesnew addition2026-06-302026-08-06

GBIL GOLDMAN SACHS ETF TR5.8K shares-10.92%2026-06-302026-08-06

ARTY ISHARES TR7.6K shares39.80%2026-06-302026-08-06

DTH WISDOMTREE TR10.6K shares-3.47%2026-06-302026-08-06

RPG INVESCO EXCHANGE TRADED FD T8.8K shares0.00%2026-06-302026-08-06

ICSH ISHARES TR10.4K shares0.00%2026-06-302026-08-06

VBK VANGUARD INDEX FDS1.4K shares0.00%2026-06-302026-08-06

Sponsored

DGRO ISHARES TR6.8K sharesnew addition2026-06-302026-08-06

PM PHILIP MORRIS INTL INC2.8K shares1.54%2026-06-302026-08-06

QLD PROSHARES TR5.2K shares0.00%2026-06-302026-08-06

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC647 shares19.37%2026-06-302026-08-06

ITM VANECK ETF TRUST10.1K shares-4.86%2026-06-302026-08-06

SPHQ INVESCO EXCHANGE TRADED FD T5.2K shares0.00%2026-06-302026-08-06

XSOE WISDOMTREE TR9.6K shares-8.19%2026-06-302026-08-06

VLUE ISHARES TR2.4K shares-8.54%2026-06-302026-08-06

Sponsored

GEM GOLDMAN SACHS ETF TR9.0K shares-1.21%2026-06-302026-08-06

MDY STATE STR SPDR S&P MIDCAP 40662 shares0.00%2026-06-302026-08-06

PG PROCTER & GAMBLE CO3.1K shares7.83%2026-06-302026-08-06

ABBVIE INC ABBVIE INC1.8K shares2.89%2026-06-302026-08-06

IBB ISHARES TR2.3K shares-10.83%2026-06-302026-08-06

FEX FIRST TR EXCHANGE-TRADED ALP3.1K shares-6.06%2026-06-302026-08-06

QUAL ISHARES TR2.0K shares-5.12%2026-06-302026-08-06

SMH VANECK ETF TRUST618 shares-1.75%2026-06-302026-08-06

Sponsored

T AT&T INC19.4K shares-0.88%2026-06-302026-08-06

APH AMPHENOL CORP2.3K sharesnew addition2026-06-302026-08-06

FXO FIRST TR EXCHANGE-TRADED FD6.3K shares-1.88%2026-06-302026-08-06

HEFA ISHARES TR8.1K shares0.00%2026-06-302026-08-06

WTAI WISDOMTREE TR7.9K shares0.00%2026-06-302026-08-06

PHO INVESCO EXCHANGE TRADED FD T5.4K shares3.08%2026-06-302026-08-06

MS MORGAN STANLEY1.7K shares32.34%2026-06-302026-08-06

DIS DISNEY WALT CO3.7K shares5.90%2026-06-302026-08-06

Sponsored

VO VANGUARD INDEX FDS4.4K shares247.25%2026-06-302026-08-06

DIVO AMPLIFY ETF TR7.7K shares-18.00%2026-06-302026-08-06

IJK ISHARES TR2.9K shares0.00%2026-06-302026-08-06

GSST GOLDMAN SACHS ETF TR6.7K shares0.00%2026-06-302026-08-06

AVSC AMERICAN CENTY ETF TR4.6K sharesnew addition2026-06-302026-08-06

IMCB ISHARES TR3.4K shares0.00%2026-06-302026-08-06

SSO PROSHARES TR4.9K shares0.00%2026-06-302026-08-06

ROBO EXCHANGE TRADED CONCEPTS TRU3.8K shares2.28%2026-06-302026-08-06

Sponsored

DON WISDOMTREE TR5.7K shares-0.52%2026-06-302026-08-06

RTX CORPORATION RTX CORPORATION1.7K sharesnew addition2026-06-302026-08-06

DUK DUKE ENERGY CORP NEW2.5K shares16.46%2026-06-302026-08-06

WTFC WINTRUST FINL CORP1.9K shares20.61%2026-06-302026-08-06

USMV ISHARES TR3.2K shares2.60%2026-06-302026-08-06

IWO ISHARES TR767 shares0.00%2026-06-302026-08-06

SPGP INVESCO EXCHANGE TRADED FD T2.5K shares0.00%2026-06-302026-08-06

VYM VANGUARD WHITEHALL FDS1.8K shares-19.70%2026-06-302026-08-06

Sponsored

P EVERPURE INC3.7K shares0.00%2026-06-302026-08-06

GLW CORNING INC1.1K sharesnew addition2026-06-302026-08-06

EVRG EVERGY INC3.1K shares0.00%2026-06-302026-08-06

DE DEERE & CO418 sharesnew addition2026-06-302026-08-06

FTHI FIRST TR EXCHANGE TRADED FD10.4K shares-17.50%2026-06-302026-08-06

FXH FIRST TR EXCHANGE-TRADED FD2.0K shares0.00%2026-06-302026-08-06

EXC EXELON CORP5.2K shares0.00%2026-06-302026-08-06

IYW ISHARES TR945 sharesnew addition2026-06-302026-08-06

Sponsored

PEP PEPSICO INC1.7K shares-26.76%2026-06-302026-08-06

BAC BANK OF AMER CORP4.1K sharesnew addition2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS971 shares-4.90%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC481 sharesnew addition2026-06-302026-08-06

FINX GLOBAL X FDS9.3K sharesnew addition2026-06-302026-08-06

PRF INVESCO EXCHANGE TRADED FD T4.2K shares0.00%2026-06-302026-08-06

ETHW BITWISE ETHEREUM ETF19.5K shares-0.77%2026-06-302026-08-06

DLS WISDOMTREE TR2.6K shares0.00%2026-06-302026-08-06

Sponsored

APPLIED MATLS INC APPLIED MATLS INC300 sharesnew addition2026-06-302026-08-06

EMR EMERSON ELEC CO1.5K sharesnew addition2026-06-302026-08-06

EPD ENTERPRISE PRODS PARTNERS L5.8K shares0.00%2026-06-302026-08-06

TQQQ PROSHARES TR2.6K sharesnew addition2026-06-302026-08-06

SLYG SPDR SERIES TRUST1.8K sharesnew addition2026-06-302026-08-06

ISHARES TR ISHARES TR2.2K shares-1.92%2026-06-302026-08-06

SNOWFLAKE INC SNOWFLAKE INC827 sharesnew addition2026-06-302026-08-06

VOO VANGUARD INDEX FDS306 sharesnew addition2026-06-302026-08-06

Sponsored

ATGE COVISTA INC1.6K sharesnew addition2026-06-302026-08-06

PRFZ INVESCO EXCHANGE TRADED FD T3.6K sharesnew addition2026-06-302026-08-06

DVY ISHARES TR1.3K sharesnew addition2026-06-302026-08-06

RCAT RED CAT HLDGS INC12.5K shares0.00%2026-06-302026-08-06

NNDM NANO DIMENSION LTD26.4K shares0.00%2026-06-302026-08-06

NEAR

ISHARES U S ETF TR

4.23%

Shares3.2M

Event2026-06-30

Filed2026-08-06

DGRW

WISDOMTREE TR

0.89%

Shares938.5K

Event2026-06-30

Filed2026-08-06

LRGF

ISHARES TR

1.88%

Shares1.1M

Event2026-06-30

Filed2026-08-06

INTF

ISHARES TR

0.00%

Shares1.9M

Event2026-06-30

Filed2026-08-06

BINC

BLACKROCK ETF TRUST II

9.56%

Shares1.4M

Event2026-06-30

Filed2026-08-06

BBAG

J P MORGAN EXCHANGE TRADED F

7.43%

Shares1.3M

Event2026-06-30

Filed2026-08-06

SPDW

SPDR INDEX SHS FDS

-1.30%

Shares1.1M

Event2026-06-30

Filed2026-08-06

EMXC

ISHARES INC

-3.27%

Shares504.9K

Event2026-06-30

Filed2026-08-06

LMBS

FIRST TR EXCHANGE-TRADED FD

4.74%

Shares952.2K

Event2026-06-30

Filed2026-08-06

JSI

JANUS DETROIT STR TR

12.52%

Shares867.7K

Event2026-06-30

Filed2026-08-06

SMLF

ISHARES TR

-0.93%

Shares474.7K

Event2026-06-30

Filed2026-08-06

AVXC

AMERICAN CENTY ETF TR

2.00%

Shares474.1K

Event2026-06-30

Filed2026-08-06

IGSB

ISHARES TR

0.81%

Shares740.4K

Event2026-06-30

Filed2026-08-06

MBB

ISHARES TR

7.07%

Shares348.0K

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB STRATEGIC TR

1.39%

Shares971.6K

Event2026-06-30

Filed2026-08-06

JMUB

J P MORGAN EXCHANGE TRADED F

4.15%

Shares500.4K

Event2026-06-30

Filed2026-08-06

AVLV

AMERICAN CENTY ETF TR

3.00%

Shares246.0K

Event2026-06-30

Filed2026-08-06

VANECK ETF TRUST

3.65%

Shares292.1K

Event2026-06-30

Filed2026-08-06

SCHA

SCHWAB STRATEGIC TR

-3.50%

Shares602.2K

Event2026-06-30

Filed2026-08-06

CIBR

FIRST TR EXCHANGE-TRADED FD

0.50%

Shares212.7K

Event2026-06-30

Filed2026-08-06

SCHM

SCHWAB STRATEGIC TR

-1.75%

Shares464.7K

Event2026-06-30

Filed2026-08-06

MUB

ISHARES TR

-0.33%

Shares135.5K

Event2026-06-30

Filed2026-08-06

EZM

WISDOMTREE TR

0.19%

Shares192.0K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

2.93%

Shares50.0K

Event2026-06-30

Filed2026-08-06

BOTZ

GLOBAL X FDS

1.07%

Shares377.4K

Event2026-06-30

Filed2026-08-06

FIW

FIRST TR EXCHANGE-TRADED FD

1.59%

Shares114.8K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

494.41%

Shares125.4K

Event2026-06-30

Filed2026-08-06

ARK ETF TR

6.67%

Shares262.0K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-3.42%

Shares122.0K

Event2026-06-30

Filed2026-08-06

SCHC

SCHWAB STRATEGIC TR

0.83%

Shares204.9K

Event2026-06-30

Filed2026-08-06

WCLD

WISDOMTREE TR

12.65%

Shares294.0K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-2.24%

Shares95.1K

Event2026-06-30

Filed2026-08-06

SUB

ISHARES TR

0.13%

Shares70.5K

Event2026-06-30

Filed2026-08-06

IBRX

IMMUNITYBIO INC

0.00%

Shares717.5K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

4.74%

Shares15.0K

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR

2.37%

Shares180.2K

Event2026-06-30

Filed2026-08-06

DLN

WISDOMTREE TR

-1.56%

Shares51.7K

Event2026-06-30

Filed2026-08-06

SPMB

SPDR SERIES TRUST

-6.16%

Shares221.9K

Event2026-06-30

Filed2026-08-06

SCZ

ISHARES TR

-3.60%

Shares58.5K

Event2026-06-30

Filed2026-08-06

GSLC

GOLDMAN SACHS ETF TR

12.08%

Shares32.2K

Event2026-06-30

Filed2026-08-06

SOXL

DIREXION SHARES ETF TRUST

-0.97%

Shares16.4K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

6.93%

Shares21.1K

Event2026-06-30

Filed2026-08-06

SNSR

GLOBAL X FDS

-18.79%

Shares83.9K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-1.27%

Shares4.6K

Event2026-06-30

Filed2026-08-06

GSIE

GOLDMAN SACHS ETF TR

9.83%

Shares71.4K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

6.82%

Shares13.0K

Event2026-06-30

Filed2026-08-06

FMB

FIRST TR EXCH TRADED FD III

1.70%

Shares55.6K

Event2026-06-30

Filed2026-08-06

SCHO

SCHWAB STRATEGIC TR

-46.00%

Shares104.9K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

3.24%

Shares2.8K

Event2026-06-30

Filed2026-08-06

CLOU

GLOBAL X FDS

-7.31%

Shares87.5K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

6.31%

Shares1.7K

Event2026-06-30

Filed2026-08-06

VUSB

VANGUARD BD INDEX FDS

-6.09%

Shares39.9K

Event2026-06-30

Filed2026-08-06

ARK ETF TR

-6.26%

Shares24.4K

Event2026-06-30

Filed2026-08-06

ARK ETF TR

-37.34%

Shares45.3K

Event2026-06-30

Filed2026-08-06

AVDE

AMERICAN CENTY ETF TR

-7.56%

Shares20.0K

Event2026-06-30

Filed2026-08-06

DBEF

DBX ETF TR

-0.80%

Shares31.9K

Event2026-06-30

Filed2026-08-06

DTD

WISDOMTREE TR

0.00%

Shares18.1K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

-2.53%

Shares21.5K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

14.36%

Shares4.9K

Event2026-06-30

Filed2026-08-06

RING

ISHARES INC

-0.57%

Shares24.6K

Event2026-06-30

Filed2026-08-06

TBLL

INVESCO EXCH TRADED FD TR II

0.00%

Shares14.7K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

16.79%

Shares1.3K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

-7.58%

Shares2.0K

Event2026-06-30

Filed2026-08-06

MGK

VANGUARD WORLD FD

386.52%

Shares15.5K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

-6.28%

Shares8.9K

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES INC

-2.08%

Shares15.7K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

12.79%

Shares3.1K

Event2026-06-30

Filed2026-08-06

TDIV

FIRST TR EXCHANGE TRADED FD

0.00%

Shares11.0K

Event2026-06-30

Filed2026-08-06

IXN

ISHARES TR

-17.51%

Shares8.7K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

14.76%

Shares10.7K

Event2026-06-30

Filed2026-08-06

ASML

ASML HLDG NV

4.56%

Shares619

Event2026-06-30

Filed2026-08-06

STOT

SSGA ACTIVE TR

9.86%

Shares25.3K

Event2026-06-30

Filed2026-08-06

VOT

VANGUARD INDEX FDS

0.21%

Shares3.8K

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB STRATEGIC TR

32.95%

Shares33.3K

Event2026-06-30

Filed2026-08-06

FTC

FIRST TR EXCHANGE-TRADED ALP

-2.04%

Shares5.8K

Event2026-06-30

Filed2026-08-06

IDNA

ISHARES TR

-9.37%

Shares32.9K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

26.92%

Shares3.1K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

3.97%

Shares3.0K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

1.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

EMGF

ISHARES INC

-5.74%

Shares14.1K

Event2026-06-30

Filed2026-08-06

AVSF

AMERICAN CENTY ETF TR

0.00%

Shares22.0K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-06

VTEB

VANGUARD MUN BD FDS

1.57%

Shares18.7K

Event2026-06-30

Filed2026-08-06

VCSH

VANGUARD SCOTTSDALE FDS

-2.88%

Shares11.8K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

12.77%

Shares3.6K

Event2026-06-30

Filed2026-08-06

DES

WISDOMTREE TR

-2.35%

Shares22.4K

Event2026-06-30

Filed2026-08-06

SCHE

SCHWAB STRATEGIC TR

-6.26%

Shares25.1K

Event2026-06-30

Filed2026-08-06

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares13.6K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

-29.11%

Shares2.3K

Event2026-06-30

Filed2026-08-06

SCHJ

SCHWAB STRATEGIC TR

24.02%

Shares34.5K

Event2026-06-30

Filed2026-08-06

SPLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares11.4K

Event2026-06-30

Filed2026-08-06

HACK

AMPLIFY ETF TR

2.68%

Shares8.0K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

-2.23%

Shares1.5K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

700.00%

Shares7.0K

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

-0.27%

Shares4.4K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

4.61%

Shares1.6K

Event2026-06-30

Filed2026-08-06

GBTC

GRAYSCALE BITCOIN TRUST ETF

-0.21%

Shares17.2K

Event2026-06-30

Filed2026-08-06

SHM

SPDR SERIES TRUST

0.00%

Shares16.3K

Event2026-06-30

Filed2026-08-06

GRID

FIRST TR EXCHANGE-TRADED FD

24.89%

Shares4.1K

Event2026-06-30

Filed2026-08-06

HEDJ

WISDOMTREE TR

0.00%

Shares13.6K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

22.41%

Shares6.6K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

11.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

4.06%

Shares2.1K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

2.50%

Shares1.9K

Event2026-06-30

Filed2026-08-06

BLACKSTONE INC

-3.46%

Shares6.1K

Event2026-06-30

Filed2026-08-06

KKR

KKR & CO INC

0.00%

Shares7.7K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

3.14%

Shares2.6K

Event2026-06-30

Filed2026-08-06

DHS

WISDOMTREE TR

-6.30%

Shares5.9K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

1.08%

Shares1.1K

Event2026-06-30

Filed2026-08-06

GDXJ

VANECK ETF TRUST

-2.28%

Shares6.4K

Event2026-06-30

Filed2026-08-06

ROM

PROSHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-06

USHY

ISHARES TR

0.00%

Shares16.8K

Event2026-06-30

Filed2026-08-06

FTA

FIRST TR EXCHANGE-TRADED ALP

-2.68%

Shares6.2K

Event2026-06-30

Filed2026-08-06

AVLC

AMERICAN CENTY ETF TR

New

Shares6.5K

Event2026-06-30

Filed2026-08-06

GBIL

GOLDMAN SACHS ETF TR

-10.92%

Shares5.8K

Event2026-06-30

Filed2026-08-06

ARTY

ISHARES TR

39.80%

Shares7.6K

Event2026-06-30

Filed2026-08-06

DTH

WISDOMTREE TR

-3.47%

Shares10.6K

Event2026-06-30

Filed2026-08-06

RPG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares8.8K

Event2026-06-30

Filed2026-08-06

ICSH

ISHARES TR

0.00%

Shares10.4K

Event2026-06-30

Filed2026-08-06

VBK

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

DGRO

ISHARES TR

New

Shares6.8K

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

1.54%

Shares2.8K

Event2026-06-30

Filed2026-08-06

QLD

PROSHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HLDGS INC

19.37%

Shares647

Event2026-06-30

Filed2026-08-06

ITM

VANECK ETF TRUST

-4.86%

Shares10.1K

Event2026-06-30

Filed2026-08-06

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-06

XSOE

WISDOMTREE TR

-8.19%

Shares9.6K

Event2026-06-30

Filed2026-08-06

VLUE

ISHARES TR

-8.54%

Shares2.4K

Event2026-06-30

Filed2026-08-06

GEM

GOLDMAN SACHS ETF TR

-1.21%

Shares9.0K

Event2026-06-30

Filed2026-08-06

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares662

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

7.83%

Shares3.1K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

2.89%

Shares1.8K

Event2026-06-30

Filed2026-08-06

IBB

ISHARES TR

-10.83%

Shares2.3K

Event2026-06-30

Filed2026-08-06

FEX

FIRST TR EXCHANGE-TRADED ALP

-6.06%

Shares3.1K

Event2026-06-30

Filed2026-08-06

QUAL

ISHARES TR

-5.12%

Shares2.0K

Event2026-06-30

Filed2026-08-06

SMH

VANECK ETF TRUST

-1.75%

Shares618

Event2026-06-30

Filed2026-08-06

AT&T INC

-0.88%

Shares19.4K

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP

New

Shares2.3K

Event2026-06-30

Filed2026-08-06

FXO

FIRST TR EXCHANGE-TRADED FD

-1.88%

Shares6.3K

Event2026-06-30

Filed2026-08-06

HEFA

ISHARES TR

0.00%

Shares8.1K

Event2026-06-30

Filed2026-08-06

WTAI

WISDOMTREE TR

0.00%

Shares7.9K

Event2026-06-30

Filed2026-08-06

PHO

INVESCO EXCHANGE TRADED FD T

3.08%

Shares5.4K

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

32.34%

Shares1.7K

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO

5.90%

Shares3.7K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

247.25%

Shares4.4K

Event2026-06-30

Filed2026-08-06

DIVO

AMPLIFY ETF TR

-18.00%

Shares7.7K

Event2026-06-30

Filed2026-08-06

IJK

ISHARES TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-06

GSST

GOLDMAN SACHS ETF TR

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-06

AVSC

AMERICAN CENTY ETF TR

New

Shares4.6K

Event2026-06-30

Filed2026-08-06

IMCB

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-06

SSO

PROSHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-06

ROBO

EXCHANGE TRADED CONCEPTS TRU

2.28%

Shares3.8K

Event2026-06-30

Filed2026-08-06

DON

WISDOMTREE TR

-0.52%

Shares5.7K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

New

Shares1.7K

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

16.46%

Shares2.5K

Event2026-06-30

Filed2026-08-06

WTFC

WINTRUST FINL CORP

20.61%

Shares1.9K

Event2026-06-30

Filed2026-08-06

USMV

ISHARES TR

2.60%

Shares3.2K

Event2026-06-30

Filed2026-08-06

IWO

ISHARES TR

0.00%

Shares767

Event2026-06-30

Filed2026-08-06

SPGP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD WHITEHALL FDS

-19.70%

Shares1.8K

Event2026-06-30

Filed2026-08-06

EVERPURE INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-06

EVRG

EVERGY INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-06

DEERE & CO

New

Shares418

Event2026-06-30

Filed2026-08-06

FTHI

FIRST TR EXCHANGE TRADED FD

-17.50%

Shares10.4K

Event2026-06-30

Filed2026-08-06

FXH

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

EXC

EXELON CORP

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-06

IYW

ISHARES TR

New

Shares945

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

-26.76%

Shares1.7K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

New

Shares4.1K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

-4.90%

Shares971

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares481

Event2026-06-30

Filed2026-08-06

FINX

GLOBAL X FDS

New

Shares9.3K

Event2026-06-30

Filed2026-08-06

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-06

ETHW

BITWISE ETHEREUM ETF

-0.77%

Shares19.5K

Event2026-06-30

Filed2026-08-06

DLS

WISDOMTREE TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

New

Shares300

Event2026-06-30

Filed2026-08-06

EMR

EMERSON ELEC CO

New

Shares1.5K

Event2026-06-30

Filed2026-08-06

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-06

TQQQ

PROSHARES TR

New

Shares2.6K

Event2026-06-30

Filed2026-08-06

SLYG

SPDR SERIES TRUST

New

Shares1.8K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-1.92%

Shares2.2K

Event2026-06-30

Filed2026-08-06

SNOWFLAKE INC

New

Shares827

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

New

Shares306

Event2026-06-30

Filed2026-08-06

ATGE

COVISTA INC

New

Shares1.6K

Event2026-06-30

Filed2026-08-06

PRFZ

INVESCO EXCHANGE TRADED FD T

New

Shares3.6K

Event2026-06-30

Filed2026-08-06

DVY

ISHARES TR

New

Shares1.3K

Event2026-06-30

Filed2026-08-06

RCAT

RED CAT HLDGS INC

0.00%

Shares12.5K

Event2026-06-30

Filed2026-08-06

NNDM

NANO DIMENSION LTD

0.00%

Shares26.4K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available