Sponsored

The Analysis of HOWARD WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, HOWARD WEALTH MANAGEMENT, LLC holds 156 types of securities in its portfolio with a total value $270.5M. In the most recent quarter, they have increased their positions in VUG (+179.0K shares, valued at $15.4M), JAAA (+41.1K shares, valued at $2.1M), FLDR (+39.8K shares, valued at $2.0M); decreased their positions in JPST (-8.1K shares, valued at $410.7K), BND (-4.0K shares, valued at $295.1K), BIZD (-18.3K shares, valued at $231.4K); initiated new positions in INTC (+4.2K shares, valued at $591.5K), IBM (+1.0K shares, valued at $285.2K), GE (+684 shares, valued at $255.7K).

1M P&L

-678.7K-0.28%

3M P&L

+5.2M+2.22%

HY P&L

-74.5M-23.78%

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/A201.4M

83.7%

2Consumer Electronics10.7M

4.4%

3Semiconductors6.9M

2.9%

Top Industries by Stock Count

1N/A103 stocks

74.1%

2Semiconductors4 stocks

2.9%

3Aerospace & Defense3 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VYM VANGUARD WHITEHALL FDS119.9K shares6.39%2026-06-302026-07-21

VUG VANGUARD INDEX FDS214.8K shares500.04%2026-06-302026-07-21

AAPL APPLE INC37.0K shares4.27%2026-06-302026-07-21

VB VANGUARD INDEX FDS32.8K shares3.02%2026-06-302026-07-21

VIG VANGUARD SPECIALIZED FUNDS26.2K shares-1.57%2026-06-302026-07-21

BSCQ INVESCO EXCH TRD SLF IDX FD304.4K shares5.09%2026-06-302026-07-21

BSCR INVESCO EXCH TRD SLF IDX FD302.4K shares4.95%2026-06-302026-07-21

BSCS INVESCO EXCH TRD SLF IDX FD283.4K shares5.32%2026-06-302026-07-21

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD300.1K shares5.67%2026-06-302026-07-21

VT VANGUARD INTL EQUITY INDEX F34.1K shares-1.97%2026-06-302026-07-21

FLDR FIDELITY MERRIMACK STR TR102.2K shares63.64%2026-06-302026-07-21

JAAA JANUS DETROIT STR TR100.2K shares69.66%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.7K shares1.34%2026-06-302026-07-21

ISHARES TR ISHARES TR6.7K shares-2.07%2026-06-302026-07-21

VOO VANGUARD INDEX FDS7.2K shares-2.95%2026-06-302026-07-21

BSJQ INVESCO EXCH TRD SLF IDX FD211.4K shares10.62%2026-06-302026-07-21

Sponsored

VEU VANGUARD INTL EQUITY INDEX F57.9K shares13.67%2026-06-302026-07-21

BSJR INVESCO EXCH TRD SLF IDX FD209.3K shares11.98%2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC8.0K shares-0.24%2026-06-302026-07-21

BSCU INVESCO EXCH TRD SLF IDX FD277.1K shares8.73%2026-06-302026-07-21

INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD208.4K shares12.84%2026-06-302026-07-21

BSJT INVESCO EXCH TRD SLF IDX FD207.9K shares12.37%2026-06-302026-07-21

BSJU INVESCO EXCH TRD SLF IDX FD161.0K shares11.88%2026-06-302026-07-21

JPST J P MORGAN EXCHANGE TRADED F80.7K shares-9.14%2026-06-302026-07-21

Sponsored

IVW ISHARES TR29.4K shares-4.89%2026-06-302026-07-21

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC34.2K shares0.21%2026-06-302026-07-21

GOOGL ALPHABET INC10.8K shares-3.34%2026-06-302026-07-21

VTV VANGUARD INDEX FDS14.9K shares-0.67%2026-06-302026-07-21

VXUS VANGUARD STAR FDS34.6K shares6.09%2026-06-302026-07-21

AMZN AMAZON COM INC12.3K shares-0.33%2026-06-302026-07-21

BND VANGUARD BD INDEX FDS39.3K shares-9.27%2026-06-302026-07-21

GOOG ALPHABET INC7.9K shares-0.15%2026-06-302026-07-21

Sponsored

FLTR VANECK ETF TRUST104.9K shares4.03%2026-06-302026-07-21

QQQ INVESCO QQQ TR3.6K shares-0.75%2026-06-302026-07-21

VRP INVESCO EXCH TRADED FD TR II103.1K shares3.68%2026-06-302026-07-21

VV VANGUARD INDEX FDS7.2K shares-3.43%2026-06-302026-07-21

CWB SPDR SERIES TRUST22.9K shares-1.30%2026-06-302026-07-21

VANGUARD INDEX FDS VANGUARD INDEX FDS6.5K shares-3.96%2026-06-302026-07-21

SPDW SPDR INDEX SHS FDS35.7K shares-0.87%2026-06-302026-07-21

IOO ISHARES TR12.0K shares-0.90%2026-06-302026-07-21

Sponsored

PFXF VANECK ETF TRUST89.7K shares1.44%2026-06-302026-07-21

VHT VANGUARD WORLD FD5.3K shares-1.60%2026-06-302026-07-21

MSFT MICROSOFT CORP4.2K shares2.11%2026-06-302026-07-21

JEPI J P MORGAN EXCHANGE TRADED F26.9K shares1.93%2026-06-302026-07-21

ITA ISHARES TR6.2K shares-2.73%2026-06-302026-07-21

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.5K shares-0.39%2026-06-302026-07-21

NVDA NVIDIA CORPORATION7.1K shares1.73%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.3K shares1.35%2026-06-302026-07-21

Sponsored

VXF VANGUARD INDEX FDS5.7K shares-3.11%2026-06-302026-07-21

VNQ VANGUARD INDEX FDS14.1K shares-0.45%2026-06-302026-07-21

EES WISDOMTREE TR19.2K shares-0.03%2026-06-302026-07-21

SDY SPDR SERIES TRUST8.3K shares-2.52%2026-06-302026-07-21

SJNK SPDR SERIES TRUST50.1K shares4.93%2026-06-302026-07-21

BIZD VANECK ETF TRUST96.6K shares-15.92%2026-06-302026-07-21

VISA INC VISA INC3.2K shares-3.75%2026-06-302026-07-21

SPYV SPDR SERIES TRUST18.0K shares-2.35%2026-06-302026-07-21

Sponsored

TSLA TESLA INC2.5K shares0.00%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC1.8K shares-1.88%2026-06-302026-07-21

VGT VANGUARD WORLD FD8.3K shares669.20%2026-06-302026-07-21

PWV INVESCO EXCHANGE TRADED FD T12.9K shares0.00%2026-06-302026-07-21

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.9K shares-0.11%2026-06-302026-07-21

HYS PIMCO ETF TR10.2K shares3.44%2026-06-302026-07-21

IWM ISHARES TR3.1K shares-0.67%2026-06-302026-07-21

JNJ JOHNSON & JOHNSON3.6K shares4.93%2026-06-302026-07-21

Sponsored

PFF ISHARES TR29.8K shares-4.50%2026-06-302026-07-21

VFH VANGUARD WORLD FD6.6K shares-2.12%2026-06-302026-07-21

IJH ISHARES TR10.4K shares-0.79%2026-06-302026-07-21

LLY ELI LILLY & CO641 shares-0.93%2026-06-302026-07-21

HD HOME DEPOT INC2.1K shares-3.02%2026-06-302026-07-21

DIA STATE STR SPDR DOW JONES IND1.4K shares-1.81%2026-06-302026-07-21

ONEQ FIDELITY COMWLTH TR6.9K shares0.00%2026-06-302026-07-21

QYLD GLOBAL X FDS37.7K shares3.86%2026-06-302026-07-21

Sponsored

EFA ISHARES TR6.4K shares0.19%2026-06-302026-07-21

ALPS ETF TR ALPS ETF TR12.7K shares1.39%2026-06-302026-07-21

MUNI PIMCO ETF TR12.5K shares5.60%2026-06-302026-07-21

DNL WISDOMTREE TR13.9K shares0.00%2026-06-302026-07-21

IWF ISHARES TR5.1K shares290.59%2026-06-302026-07-21

BSMU INVESCO EXCH TRD SLF IDX FD28.4K shares-7.78%2026-06-302026-07-21

XYLD GLOBAL X FDS15.0K shares4.53%2026-06-302026-07-21

BSMR INVESCO EXCH TRD SLF IDX FD25.7K shares3.42%2026-06-302026-07-21

Sponsored

BSMS INVESCO EXCH TRD SLF IDX FD25.9K shares3.41%2026-06-302026-07-21

BSMQ INVESCO EXCH TRD SLF IDX FD25.7K shares3.44%2026-06-302026-07-21

BSMT INVESCO EXCH TRD SLF IDX FD26.3K shares3.43%2026-06-302026-07-21

EXXON MOBIL CORP EXXON MOBIL CORP4.4K shares3.15%2026-06-302026-07-21

INTC INTEL CORP4.2K sharesnew addition2026-06-302026-07-21

VO VANGUARD INDEX FDS7.3K shares293.60%2026-06-302026-07-21

NETFLIX INC. NETFLIX INC.8.2K shares-1.71%2026-06-302026-07-21

IJR ISHARES TR3.6K shares-2.21%2026-06-302026-07-21

Sponsored

MRK MERCK & CO INC4.1K shares6.48%2026-06-302026-07-21

CTAS CINTAS CORP3.0K shares-0.40%2026-06-302026-07-21

SHYG ISHARES TR11.9K shares3.11%2026-06-302026-07-21

PEG PUBLIC SVC ENTERPRISE GROUP6.2K shares-1.59%2026-06-302026-07-21

VCIT VANGUARD SCOTTSDALE FDS6.0K shares7.68%2026-06-302026-07-21

VRIG INVESCO ACTIVELY MANAGED EXC19.3K shares9.82%2026-06-302026-07-21

SPTM SPDR SERIES TRUST5.0K shares-6.52%2026-06-302026-07-21

VUSB VANGUARD BD INDEX FDS9.0K shares7.67%2026-06-302026-07-21

Sponsored

GLD SPDR GOLD TR1.2K shares0.00%2026-06-302026-07-21

DWM WISDOMTREE TR5.6K shares0.00%2026-06-302026-07-21

IWB ISHARES TR963 shares0.21%2026-06-302026-07-21

ATI INC ATI INC2.0K shares-4.81%2026-06-302026-07-21

APH AMPHENOL CORP2.2K shares-11.82%2026-06-302026-07-21

BSCV INVESCO EXCH TRD SLF IDX FD20.5K shares0.00%2026-06-302026-07-21

JPIE J P MORGAN EXCHANGE TRADED F7.3K shares23.55%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL666 shares-1.33%2026-06-302026-07-21

Sponsored

EZM WISDOMTREE TR4.3K shares-3.10%2026-06-302026-07-21

CAT CATERPILLAR INC304 shares-1.62%2026-06-302026-07-21

DUK DUKE ENERGY CORP NEW2.5K shares4.15%2026-06-302026-07-21

FLMI FRANKLIN TEMPLETON ETF TR12.7K shares5.75%2026-06-302026-07-21

ICSH ISHARES TR6.2K shares5.72%2026-06-302026-07-21

ITB ISHARES TR3.0K shares-0.23%2026-06-302026-07-21

JMUB J P MORGAN EXCHANGE TRADED F6.0K shares6.31%2026-06-302026-07-21

MCD MCDONALDS CORP1.1K shares0.09%2026-06-302026-07-21

Sponsored

SPHY SPDR SERIES TRUST12.9K shares5.77%2026-06-302026-07-21

ADP AUTOMATIC DATA PROCESSING IN1.3K shares0.00%2026-06-302026-07-21

MINT PIMCO ETF TR2.9K shares1.43%2026-06-302026-07-21

GSY INVESCO ACTIVELY MANAGED EXC5.9K shares3.85%2026-06-302026-07-21

PULS PGIM ETF TR5.8K shares5.73%2026-06-302026-07-21

AOR ISHARES TR4.1K shares-3.53%2026-06-302026-07-21

IBM INTERNATIONAL BUSINESS MACHS1.0K sharesnew addition2026-06-302026-07-21

EVSM MORGAN STANLEY ETF TRUST5.6K shares5.80%2026-06-302026-07-21

Sponsored

LMT LOCKHEED MARTIN CORP550 shares-2.65%2026-06-302026-07-21

WDFC WD 40 CO1.1K shares0.00%2026-06-302026-07-21

FPFD FIDELITY COVINGTON TRUST13.0K shares4.77%2026-06-302026-07-21

VGIT VANGUARD SCOTTSDALE FDS4.7K shares1.74%2026-06-302026-07-21

VDE VANGUARD WORLD FD1.8K shares0.27%2026-06-302026-07-21

GSST GOLDMAN SACHS ETF TR5.4K shares-1.93%2026-06-302026-07-21

BROADCOM INC BROADCOM INC710 shares0.00%2026-06-302026-07-21

ABBVIE INC ABBVIE INC1.1K shares-36.89%2026-06-302026-07-21

Sponsored

WMT WALMART INC2.4K shares-0.63%2026-06-302026-07-21

FDN FIRST TR EXCHANGE-TRADED FD1.0K shares0.00%2026-06-302026-07-21

PG PROCTER & GAMBLE CO1.8K shares-0.34%2026-06-302026-07-21

MCK MCKESSON CORP340 shares0.00%2026-06-302026-07-21

GE GE AEROSPACE684 sharesnew addition2026-06-302026-07-21

TXN TEXAS INSTRS INC845 sharesnew addition2026-06-302026-07-21

HEDJ WISDOMTREE TR4.4K shares0.00%2026-06-302026-07-21

SNDK SANDISK CORP108 sharesnew addition2026-06-302026-07-21

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F4.0K shares4.82%2026-06-302026-07-21

CW CURTISS WRIGHT CORP320 shares0.00%2026-06-302026-07-21

IAU ISHARES GOLD TR3.2K shares-1.09%2026-06-302026-07-21

IWD ISHARES TR960 shares0.00%2026-06-302026-07-21

HYG ISHARES TR2.9K shares5.17%2026-06-302026-07-21

VBIL VANGUARD INSTL INDEX FD3.0K sharesnew addition2026-06-302026-07-21

MTZ MASTEC INC534 sharesnew addition2026-06-302026-07-21

DVY ISHARES TR1.4K shares-6.15%2026-06-302026-07-21

Sponsored

SRE SEMPRA2.4K shares0.00%2026-06-302026-07-21

CVX CHEVRON CORPORATION1.3K shares5.76%2026-06-302026-07-21

TJX TJX COS INC NEW1.4K shares6.21%2026-06-302026-07-21

BKLN INVESCO EXCH TRADED FD TR II10.5K shares-1.63%2026-06-302026-07-21

BSJV INVESCO EXCH TRD SLF IDX FD8.1K shares0.00%2026-06-302026-07-21

XBI SPDR SERIES TRUST1.3K sharesnew addition2026-06-302026-07-21

WDC WESTERN DIGITAL CORP326 sharesnew addition2026-06-302026-07-21

BBH VANECK ETF TRUST1.0K sharesnew addition2026-06-302026-07-21

Sponsored

BOND PIMCO ETF TR2.2K sharesnew addition2026-06-302026-07-21

JMHI J P MORGAN EXCHANGE TRADED F4.0K sharesnew addition2026-06-302026-07-21

VTEB VANGUARD MUN BD FDS4.0K sharesnew addition2026-06-302026-07-21

VEA VANGUARD TAX-MANAGED FDS2.8K sharesnew addition2026-06-302026-07-21

VYM

VANGUARD WHITEHALL FDS

6.39%

Shares119.9K

Event2026-06-30

Filed2026-07-21

VUG

VANGUARD INDEX FDS

500.04%

Shares214.8K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

4.27%

Shares37.0K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

3.02%

Shares32.8K

Event2026-06-30

Filed2026-07-21

VIG

VANGUARD SPECIALIZED FUNDS

-1.57%

Shares26.2K

Event2026-06-30

Filed2026-07-21

BSCQ

INVESCO EXCH TRD SLF IDX FD

5.09%

Shares304.4K

Event2026-06-30

Filed2026-07-21

BSCR

INVESCO EXCH TRD SLF IDX FD

4.95%

Shares302.4K

Event2026-06-30

Filed2026-07-21

BSCS

INVESCO EXCH TRD SLF IDX FD

5.32%

Shares283.4K

Event2026-06-30

Filed2026-07-21

BSCT

INVESCO EXCH TRD SLF IDX FD

5.67%

Shares300.1K

Event2026-06-30

Filed2026-07-21

VANGUARD INTL EQUITY INDEX F

-1.97%

Shares34.1K

Event2026-06-30

Filed2026-07-21

FLDR

FIDELITY MERRIMACK STR TR

63.64%

Shares102.2K

Event2026-06-30

Filed2026-07-21

JAAA

JANUS DETROIT STR TR

69.66%

Shares100.2K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

1.34%

Shares6.7K

Event2026-06-30

Filed2026-07-21

ISHARES TR

-2.07%

Shares6.7K

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD INDEX FDS

-2.95%

Shares7.2K

Event2026-06-30

Filed2026-07-21

BSJQ

INVESCO EXCH TRD SLF IDX FD

10.62%

Shares211.4K

Event2026-06-30

Filed2026-07-21

VEU

VANGUARD INTL EQUITY INDEX F

13.67%

Shares57.9K

Event2026-06-30

Filed2026-07-21

BSJR

INVESCO EXCH TRD SLF IDX FD

11.98%

Shares209.3K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

-0.24%

Shares8.0K

Event2026-06-30

Filed2026-07-21

BSCU

INVESCO EXCH TRD SLF IDX FD

8.73%

Shares277.1K

Event2026-06-30

Filed2026-07-21

INVESCO EXCH TRD SLF IDX FD

12.84%

Shares208.4K

Event2026-06-30

Filed2026-07-21

BSJT

INVESCO EXCH TRD SLF IDX FD

12.37%

Shares207.9K

Event2026-06-30

Filed2026-07-21

BSJU

INVESCO EXCH TRD SLF IDX FD

11.88%

Shares161.0K

Event2026-06-30

Filed2026-07-21

JPST

J P MORGAN EXCHANGE TRADED F

-9.14%

Shares80.7K

Event2026-06-30

Filed2026-07-21

IVW

ISHARES TR

-4.89%

Shares29.4K

Event2026-06-30

Filed2026-07-21

PALANTIR TECHNOLOGIES INC

0.21%

Shares34.2K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

-3.34%

Shares10.8K

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD INDEX FDS

-0.67%

Shares14.9K

Event2026-06-30

Filed2026-07-21

VXUS

VANGUARD STAR FDS

6.09%

Shares34.6K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

-0.33%

Shares12.3K

Event2026-06-30

Filed2026-07-21

BND

VANGUARD BD INDEX FDS

-9.27%

Shares39.3K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

-0.15%

Shares7.9K

Event2026-06-30

Filed2026-07-21

FLTR

VANECK ETF TRUST

4.03%

Shares104.9K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

-0.75%

Shares3.6K

Event2026-06-30

Filed2026-07-21

VRP

INVESCO EXCH TRADED FD TR II

3.68%

Shares103.1K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

-3.43%

Shares7.2K

Event2026-06-30

Filed2026-07-21

CWB

SPDR SERIES TRUST

-1.30%

Shares22.9K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

-3.96%

Shares6.5K

Event2026-06-30

Filed2026-07-21

SPDW

SPDR INDEX SHS FDS

-0.87%

Shares35.7K

Event2026-06-30

Filed2026-07-21

IOO

ISHARES TR

-0.90%

Shares12.0K

Event2026-06-30

Filed2026-07-21

PFXF

VANECK ETF TRUST

1.44%

Shares89.7K

Event2026-06-30

Filed2026-07-21

VHT

VANGUARD WORLD FD

-1.60%

Shares5.3K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

2.11%

Shares4.2K

Event2026-06-30

Filed2026-07-21

JEPI

J P MORGAN EXCHANGE TRADED F

1.93%

Shares26.9K

Event2026-06-30

Filed2026-07-21

ITA

ISHARES TR

-2.73%

Shares6.2K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION

-0.39%

Shares1.5K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

1.73%

Shares7.1K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

1.35%

Shares4.3K

Event2026-06-30

Filed2026-07-21

VXF

VANGUARD INDEX FDS

-3.11%

Shares5.7K

Event2026-06-30

Filed2026-07-21

VNQ

VANGUARD INDEX FDS

-0.45%

Shares14.1K

Event2026-06-30

Filed2026-07-21

EES

WISDOMTREE TR

-0.03%

Shares19.2K

Event2026-06-30

Filed2026-07-21

SDY

SPDR SERIES TRUST

-2.52%

Shares8.3K

Event2026-06-30

Filed2026-07-21

SJNK

SPDR SERIES TRUST

4.93%

Shares50.1K

Event2026-06-30

Filed2026-07-21

BIZD

VANECK ETF TRUST

-15.92%

Shares96.6K

Event2026-06-30

Filed2026-07-21

VISA INC

-3.75%

Shares3.2K

Event2026-06-30

Filed2026-07-21

SPYV

SPDR SERIES TRUST

-2.35%

Shares18.0K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

-1.88%

Shares1.8K

Event2026-06-30

Filed2026-07-21

VGT

VANGUARD WORLD FD

669.20%

Shares8.3K

Event2026-06-30

Filed2026-07-21

PWV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares12.9K

Event2026-06-30

Filed2026-07-21

MASTERCARD INCORPORATED

-0.11%

Shares1.9K

Event2026-06-30

Filed2026-07-21

HYS

PIMCO ETF TR

3.44%

Shares10.2K

Event2026-06-30

Filed2026-07-21

IWM

ISHARES TR

-0.67%

Shares3.1K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

4.93%

Shares3.6K

Event2026-06-30

Filed2026-07-21

PFF

ISHARES TR

-4.50%

Shares29.8K

Event2026-06-30

Filed2026-07-21

VFH

VANGUARD WORLD FD

-2.12%

Shares6.6K

Event2026-06-30

Filed2026-07-21

IJH

ISHARES TR

-0.79%

Shares10.4K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

-0.93%

Shares641

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

-3.02%

Shares2.1K

Event2026-06-30

Filed2026-07-21

DIA

STATE STR SPDR DOW JONES IND

-1.81%

Shares1.4K

Event2026-06-30

Filed2026-07-21

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-21

QYLD

GLOBAL X FDS

3.86%

Shares37.7K

Event2026-06-30

Filed2026-07-21

EFA

ISHARES TR

0.19%

Shares6.4K

Event2026-06-30

Filed2026-07-21

ALPS ETF TR

1.39%

Shares12.7K

Event2026-06-30

Filed2026-07-21

MUNI

PIMCO ETF TR

5.60%

Shares12.5K

Event2026-06-30

Filed2026-07-21

DNL

WISDOMTREE TR

0.00%

Shares13.9K

Event2026-06-30

Filed2026-07-21

IWF

ISHARES TR

290.59%

Shares5.1K

Event2026-06-30

Filed2026-07-21

BSMU

INVESCO EXCH TRD SLF IDX FD

-7.78%

Shares28.4K

Event2026-06-30

Filed2026-07-21

XYLD

GLOBAL X FDS

4.53%

Shares15.0K

Event2026-06-30

Filed2026-07-21

BSMR

INVESCO EXCH TRD SLF IDX FD

3.42%

Shares25.7K

Event2026-06-30

Filed2026-07-21

BSMS

INVESCO EXCH TRD SLF IDX FD

3.41%

Shares25.9K

Event2026-06-30

Filed2026-07-21

BSMQ

INVESCO EXCH TRD SLF IDX FD

3.44%

Shares25.7K

Event2026-06-30

Filed2026-07-21

BSMT

INVESCO EXCH TRD SLF IDX FD

3.43%

Shares26.3K

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

3.15%

Shares4.4K

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

New

Shares4.2K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

293.60%

Shares7.3K

Event2026-06-30

Filed2026-07-21

NETFLIX INC.

-1.71%

Shares8.2K

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR

-2.21%

Shares3.6K

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

6.48%

Shares4.1K

Event2026-06-30

Filed2026-07-21

CTAS

CINTAS CORP

-0.40%

Shares3.0K

Event2026-06-30

Filed2026-07-21

SHYG

ISHARES TR

3.11%

Shares11.9K

Event2026-06-30

Filed2026-07-21

PEG

PUBLIC SVC ENTERPRISE GROUP

-1.59%

Shares6.2K

Event2026-06-30

Filed2026-07-21

VCIT

VANGUARD SCOTTSDALE FDS

7.68%

Shares6.0K

Event2026-06-30

Filed2026-07-21

VRIG

INVESCO ACTIVELY MANAGED EXC

9.82%

Shares19.3K

Event2026-06-30

Filed2026-07-21

SPTM

SPDR SERIES TRUST

-6.52%

Shares5.0K

Event2026-06-30

Filed2026-07-21

VUSB

VANGUARD BD INDEX FDS

7.67%

Shares9.0K

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

DWM

WISDOMTREE TR

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-21

IWB

ISHARES TR

0.21%

Shares963

Event2026-06-30

Filed2026-07-21

ATI INC

-4.81%

Shares2.0K

Event2026-06-30

Filed2026-07-21

APH

AMPHENOL CORP

-11.82%

Shares2.2K

Event2026-06-30

Filed2026-07-21

BSCV

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares20.5K

Event2026-06-30

Filed2026-07-21

JPIE

J P MORGAN EXCHANGE TRADED F

23.55%

Shares7.3K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.33%

Shares666

Event2026-06-30

Filed2026-07-21

EZM

WISDOMTREE TR

-3.10%

Shares4.3K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

-1.62%

Shares304

Event2026-06-30

Filed2026-07-21

DUK

DUKE ENERGY CORP NEW

4.15%

Shares2.5K

Event2026-06-30

Filed2026-07-21

FLMI

FRANKLIN TEMPLETON ETF TR

5.75%

Shares12.7K

Event2026-06-30

Filed2026-07-21

ICSH

ISHARES TR

5.72%

Shares6.2K

Event2026-06-30

Filed2026-07-21

ITB

ISHARES TR

-0.23%

Shares3.0K

Event2026-06-30

Filed2026-07-21

JMUB

J P MORGAN EXCHANGE TRADED F

6.31%

Shares6.0K

Event2026-06-30

Filed2026-07-21

MCD

MCDONALDS CORP

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-21

SPHY

SPDR SERIES TRUST

5.77%

Shares12.9K

Event2026-06-30

Filed2026-07-21

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

MINT

PIMCO ETF TR

1.43%

Shares2.9K

Event2026-06-30

Filed2026-07-21

GSY

INVESCO ACTIVELY MANAGED EXC

3.85%

Shares5.9K

Event2026-06-30

Filed2026-07-21

PULS

PGIM ETF TR

5.73%

Shares5.8K

Event2026-06-30

Filed2026-07-21

AOR

ISHARES TR

-3.53%

Shares4.1K

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares1.0K

Event2026-06-30

Filed2026-07-21

EVSM

MORGAN STANLEY ETF TRUST

5.80%

Shares5.6K

Event2026-06-30

Filed2026-07-21

LMT

LOCKHEED MARTIN CORP

-2.65%

Shares550

Event2026-06-30

Filed2026-07-21

WDFC

WD 40 CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

FPFD

FIDELITY COVINGTON TRUST

4.77%

Shares13.0K

Event2026-06-30

Filed2026-07-21

VGIT

VANGUARD SCOTTSDALE FDS

1.74%

Shares4.7K

Event2026-06-30

Filed2026-07-21

VDE

VANGUARD WORLD FD

0.27%

Shares1.8K

Event2026-06-30

Filed2026-07-21

GSST

GOLDMAN SACHS ETF TR

-1.93%

Shares5.4K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

0.00%

Shares710

Event2026-06-30

Filed2026-07-21

ABBVIE INC

-36.89%

Shares1.1K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

-0.63%

Shares2.4K

Event2026-06-30

Filed2026-07-21

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

-0.34%

Shares1.8K

Event2026-06-30

Filed2026-07-21

MCK

MCKESSON CORP

0.00%

Shares340

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

New

Shares684

Event2026-06-30

Filed2026-07-21

TXN

TEXAS INSTRS INC

New

Shares845

Event2026-06-30

Filed2026-07-21

HEDJ

WISDOMTREE TR

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-21

SNDK

SANDISK CORP

New

Shares108

Event2026-06-30

Filed2026-07-21

J P MORGAN EXCHANGE TRADED F

4.82%

Shares4.0K

Event2026-06-30

Filed2026-07-21

CURTISS WRIGHT CORP

0.00%

Shares320

Event2026-06-30

Filed2026-07-21

IAU

ISHARES GOLD TR

-1.09%

Shares3.2K

Event2026-06-30

Filed2026-07-21

IWD

ISHARES TR

0.00%

Shares960

Event2026-06-30

Filed2026-07-21

HYG

ISHARES TR

5.17%

Shares2.9K

Event2026-06-30

Filed2026-07-21

VBIL

VANGUARD INSTL INDEX FD

New

Shares3.0K

Event2026-06-30

Filed2026-07-21

MTZ

MASTEC INC

New

Shares534

Event2026-06-30

Filed2026-07-21

DVY

ISHARES TR

-6.15%

Shares1.4K

Event2026-06-30

Filed2026-07-21

SRE

SEMPRA

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

5.76%

Shares1.3K

Event2026-06-30

Filed2026-07-21

TJX

TJX COS INC NEW

6.21%

Shares1.4K

Event2026-06-30

Filed2026-07-21

BKLN

INVESCO EXCH TRADED FD TR II

-1.63%

Shares10.5K

Event2026-06-30

Filed2026-07-21

BSJV

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-21

XBI

SPDR SERIES TRUST

New

Shares1.3K

Event2026-06-30

Filed2026-07-21

WDC

WESTERN DIGITAL CORP

New

Shares326

Event2026-06-30

Filed2026-07-21

BBH

VANECK ETF TRUST

New

Shares1.0K

Event2026-06-30

Filed2026-07-21

BOND

PIMCO ETF TR

New

Shares2.2K

Event2026-06-30

Filed2026-07-21

JMHI

J P MORGAN EXCHANGE TRADED F

New

Shares4.0K

Event2026-06-30

Filed2026-07-21

VTEB

VANGUARD MUN BD FDS

New

Shares4.0K

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD TAX-MANAGED FDS

New

Shares2.8K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available