Sponsored

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

Currently, IAMS WEALTH MANAGEMENT, LLC holds 190 types of securities in its portfolio with a total value $332.2M. In the most recent quarter, they have increased their positions in ACYN (+348.6K shares, valued at $7.2M), VOOG (+64.9K shares, valued at $5.4M), FIXD (+67.6K shares, valued at $2.9M); decreased their positions in N/A (-3.1K shares, valued at $2.3M), BIL (-15.5K shares, valued at $1.4M), XLSR (-19.6K shares, valued at $1.3M); initiated new positions in ACYN (+348.6K shares, valued at $7.2M), AMD (+2.6K shares, valued at $1.5M), N/A (+9.2K shares, valued at $1.2M).

1M P&L

-2.5M-0.89%

3M P&L

+6.2M+2.23%

HY P&L

+3.8M+1.37%

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/A176.2M

60.8%

2Semiconductors11.3M

3.9%

3Software - Infrastructure6.4M

2.2%

Top Industries by Stock Count

1N/A88 stocks

53.7%

2Semiconductors6 stocks

3.7%

3Aerospace & Defense6 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR24.7K shares-2.41%2026-06-302026-07-16

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T15.5K shares-16.86%2026-06-302026-07-16

FTCB FIRST TR EXCHANGE-TRADED FD393.1K shares29.09%2026-06-302026-07-16

BUFR FIRST TR EXCHNG TRADED FD VI218.2K shares8.48%2026-06-302026-07-16

ACYN FIRST TR EXCHANGE-TRADED FD348.6K sharesnew addition2026-06-302026-07-16

RDVY FIRST TR EXCHANGE TRADED FD87.5K shares15.42%2026-06-302026-07-16

BIL SPDR SERIES TRUST77.0K shares-16.79%2026-06-302026-07-16

BUFQ FIRST TR EXCHNG TRADED FD VI167.7K shares12.35%2026-06-302026-07-16

Sponsored

MSFT MICROSOFT CORP17.0K shares1.54%2026-06-302026-07-16

NVDA NVIDIA CORPORATION31.5K shares-7.51%2026-06-302026-07-16

VOOG VANGUARD ADMIRAL FDS INC72.4K shares867.69%2026-06-302026-07-16

AAPL APPLE INC19.1K shares1.63%2026-06-302026-07-16

AMZN AMAZON COM INC23.1K shares3.91%2026-06-302026-07-16

FIXD FIRST TR EXCHNG TRADED FD VI115.0K shares142.36%2026-06-302026-07-16

TDIV FIRST TR EXCHANGE TRADED FD37.9K shares-3.02%2026-06-302026-07-16

JPMORGAN CHASE & CO JPMORGAN CHASE & CO12.8K shares4.73%2026-06-302026-07-16

Sponsored

VWOB VANGUARD WHITEHALL FDS59.4K shares12.23%2026-06-302026-07-16

AFLG FIRST TR EXCHNG TRADED FD VI91.0K shares-3.34%2026-06-302026-07-16

BRK.B BERKSHIRE HATHAWAY INC DEL7.8K shares1.95%2026-06-302026-07-16

VOOV VANGUARD ADMIRAL FDS INC17.1K shares34.58%2026-06-302026-07-16

ANGL VANECK ETF TRUST127.2K shares13.88%2026-06-302026-07-16

JHMM JOHN HANCOCK EXCHANGE TRADED49.6K shares21.99%2026-06-302026-07-16

GOOG ALPHABET INC10.5K shares10.01%2026-06-302026-07-16

SPMO INVESCO EXCH TRADED FD TR II22.3K shares15.18%2026-06-302026-07-16

Sponsored

META PLATFORMS INC META PLATFORMS INC6.1K shares10.45%2026-06-302026-07-16

BUFD FIRST TR EXCHNG TRADED FD VI112.7K shares-1.11%2026-06-302026-07-16

QTEC FIRST TR EXCHANGE-TRADED FD9.8K shares-7.91%2026-06-302026-07-16

BROADCOM INC BROADCOM INC8.7K shares-4.70%2026-06-302026-07-16

JHMB JOHN HANCOCK EXCHANGE TRADED147.4K shares10.60%2026-06-302026-07-16

GILD GILEAD SCIENCES INC25.2K shares17.66%2026-06-302026-07-16

UPS UNITED PARCEL SVCS INC29.2K shares-28.51%2026-06-302026-07-16

FTGS FIRST TR EXCHANGE-TRADED FD80.8K shares2.27%2026-06-302026-07-16

Sponsored

JHMD JOHN HANCOCK EXCHANGE TRADED65.4K shares12.03%2026-06-302026-07-16

WFC WELLS FARGO & CO35.0K shares7.07%2026-06-302026-07-16

FVD FIRST TR EXCHANGE-TRADED FD59.1K shares2.98%2026-06-302026-07-16

FTA FIRST TR EXCHANGE-TRADED ALP28.6K shares4.45%2026-06-302026-07-16

LGOV FIRST TR EXCHANGE-TRADED FD127.9K shares17.04%2026-06-302026-07-16

PYLD PIMCO ETF TR101.2K shares-2.66%2026-06-302026-07-16

VPLS VANGUARD MALVERN FDS33.7K shares-0.89%2026-06-302026-07-16

LHX L3HARRIS TECHNOLOGIES INC8.1K shares19.76%2026-06-302026-07-16

Sponsored

QQQM INVESCO EXCH TRADED FD TR II7.6K shares32.05%2026-06-302026-07-16

FEMB FIRST TR EXCH TRADED FD III78.3K shares-1.58%2026-06-302026-07-16

HD HOME DEPOT INC6.4K shares15.19%2026-06-302026-07-16

PG PROCTER & GAMBLE CO15.4K shares13.82%2026-06-302026-07-16

XLG INVESCO EXCHANGE TRADED FD T36.0K shares555.10%2026-06-302026-07-16

VOO VANGUARD INDEX FDS3.1K shares0.62%2026-06-302026-07-16

AJG GALLAGHER ARTHUR J & CO9.2K shares-19.81%2026-06-302026-07-16

ABT ABBOTT LABORATORIES23.0K shares25.94%2026-06-302026-07-16

Sponsored

Q QNITY ELECTRONICS INC12.8K shares14.64%2026-06-302026-07-16

ASTRAZENECA PLC ASTRAZENECA PLC10.9K shares-34.34%2026-06-302026-07-16

PNC PNC FINL SVCS GROUP INC8.4K shares4.18%2026-06-302026-07-16

WMT WALMART INC17.7K shares18.00%2026-06-302026-07-16

MCD MCDONALDS CORP7.3K shares17.51%2026-06-302026-07-16

JAAA JANUS DETROIT STR TR38.5K shares-2.77%2026-06-302026-07-16

CISCO SYS INC CISCO SYS INC16.3K shares15.33%2026-06-302026-07-16

ADI ANALOG DEVICES INC4.7K shares29.06%2026-06-302026-07-16

Sponsored

SHEL SHELL PLC23.7K shares-3.83%2026-06-302026-07-16

COP CONOCOPHILLIPS17.5K shares1.20%2026-06-302026-07-16

BAC BANK OF AMER CORP31.5K shares-3.27%2026-06-302026-07-16

JNJ JOHNSON & JOHNSON6.8K shares82.87%2026-06-302026-07-16

CVX CHEVRON CORPORATION9.8K shares15.70%2026-06-302026-07-16

TSLA TESLA INC3.8K shares10.13%2026-06-302026-07-16

FDN FIRST TR EXCHANGE-TRADED FD6.1K shares-2.78%2026-06-302026-07-16

GOOGL ALPHABET INC4.5K shares20.68%2026-06-302026-07-16

Sponsored

AMD ADVANCED MICRO DEVICES INC2.6K sharesnew addition2026-06-302026-07-16

FIIG FIRST TR EXCHANGE-TRADED FD71.5K shares5.87%2026-06-302026-07-16

USB US BANCORP23.7K shares-32.85%2026-06-302026-07-16

PM PHILIP MORRIS INTL INC7.9K shares28.62%2026-06-302026-07-16

LRCX LAM RESEARCH CORP3.1K shares18.51%2026-06-302026-07-16

FTCS FIRST TR EXCHANGE-TRADED FD14.5K shares3.82%2026-06-302026-07-16

NTES NETEASE COM INC10.5K shares84.32%2026-06-302026-07-16

WASTE MGMT INC DEL WASTE MGMT INC DEL5.9K shares10.40%2026-06-302026-07-16

Sponsored

CMCSA COMCAST CORP NEW53.8K shares-18.89%2026-06-302026-07-16

BILS SPDR SERIES TRUST13.3K shares-31.18%2026-06-302026-07-16

VCIT VANGUARD SCOTTSDALE FDS15.7K shares-0.93%2026-06-302026-07-16

SBAR SIMPLIFY EXCHANGE TRADED FUN50.4K shares12.88%2026-06-302026-07-16

PEP PEPSICO INC9.4K shares16.02%2026-06-302026-07-16

EVRG EVERGY INC14.6K shares16.51%2026-06-302026-07-16

XAR SPDR SERIES TRUST4.4K shares7.57%2026-06-302026-07-16

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC9.2K sharesnew addition2026-06-302026-07-16

Sponsored

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.13.5K shares-19.83%2026-06-302026-07-16

HONEYWELL INTL INC HONEYWELL INTL INC5.5K sharesnew addition2026-06-302026-07-16

TEL TE CONNECTIVITY PLC6.1K shares6.00%2026-06-302026-07-16

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC5.5K sharesnew addition2026-06-302026-07-16

FBT FIRST TR EXCHANGE-TRADED FD4.8K shares1.23%2026-06-302026-07-16

SRE SEMPRA12.9K shares21.21%2026-06-302026-07-16

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.7K shares9.31%2026-06-302026-07-16

SCI SERVICE CORP INTL14.9K shares9.07%2026-06-302026-07-16

Sponsored

APPLIED MATLS INC APPLIED MATLS INC1.6K shares-18.12%2026-06-302026-07-16

KNG FIRST TR EXCHANGE-TRADED FD21.8K shares2.03%2026-06-302026-07-16

FEM FIRST TR EXCH TRD ALPHDX FD34.0K shares0.10%2026-06-302026-07-16

IVE ISHARES TR4.7K shares0.19%2026-06-302026-07-16

IVW ISHARES TR7.7K shares0.10%2026-06-302026-07-16

FDT FIRST TR EXCH TRD ALPHDX FD11.0K shares2.41%2026-06-302026-07-16

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.1K shares-28.06%2026-06-302026-07-16

EQIX EQUINIX INC986 shares-12.59%2026-06-302026-07-16

Sponsored

UAL UNITED AIRLS HLDGS INC7.5K shares16.45%2026-06-302026-07-16

LOW LOWES COS INC4.5K shares35.06%2026-06-302026-07-16

FSIG FIRST TR EXCHANGE-TRADED FD52.4K shares3.65%2026-06-302026-07-16

SOLS SOLSTICE ADVANCED MATLS INC11.1K shares-9.18%2026-06-302026-07-16

ROP ROPER TECHNOLOGIES INC2.8K shares15.64%2026-06-302026-07-16

GE GE AEROSPACE2.5K shares26.18%2026-06-302026-07-16

SYK STRYKER CORPORATION3.0K shares31.96%2026-06-302026-07-16

CTAS CINTAS CORP5.5K shares27.78%2026-06-302026-07-16

Sponsored

VGSH VANGUARD SCOTTSDALE FDS15.9K shares-3.69%2026-06-302026-07-16

FMF FIRST TR EXCHANGE-TRADED FD17.8K shares-0.99%2026-06-302026-07-16

LMBS FIRST TR EXCHANGE-TRADED FD17.8K shares1.65%2026-06-302026-07-16

XLI SELECT SECTOR SPDR TR4.8K shares29.79%2026-06-302026-07-16

BWXT BWX TECHNOLOGIES INC4.5K shares6.46%2026-06-302026-07-16

VISA INC VISA INC2.5K shares23.93%2026-06-302026-07-16

HWM HOWMET AEROSPACE INC3.2K shares18.72%2026-06-302026-07-16

EMN EASTMAN CHEM CO12.7K shares0.79%2026-06-302026-07-16

Sponsored

ABBVIE INC ABBVIE INC3.3K shares16.06%2026-06-302026-07-16

TXN TEXAS INSTRS INC2.7K sharesnew addition2026-06-302026-07-16

IEI ISHARES TR6.9K shares-3.58%2026-06-302026-07-16

IBM INTERNATIONAL BUSINESS MACHS2.8K shares11.81%2026-06-302026-07-16

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC2.4K shares23.92%2026-06-302026-07-16

BUFG FIRST TR EXCHNG TRADED FD VI26.0K shares0.92%2026-06-302026-07-16

XLC SELECT SECTOR SPDR TR7.0K shares22.96%2026-06-302026-07-16

HLT HILTON WORLDWIDE HLDGS INC2.2K shares22.12%2026-06-302026-07-16

Sponsored

RF REGIONS FINANCIAL CORP NEW24.4K shares30.29%2026-06-302026-07-16

RTX CORPORATION RTX CORPORATION3.9K shares20.48%2026-06-302026-07-16

ORLY OREILLY AUTOMOTIVE INC7.7K shares23.40%2026-06-302026-07-16

MO ALTRIA GROUP INC9.9K shares36.00%2026-06-302026-07-16

XYL XYLEM INC5.9K sharesnew addition2026-06-302026-07-16

FTXO FIRST TR EXCHANGE TRADED FD16.8K shares-8.18%2026-06-302026-07-16

TJX TJX COS INC NEW4.5K shares18.46%2026-06-302026-07-16

FEP FIRST TR EXCH TRD ALPHDX FD12.0K shares1.35%2026-06-302026-07-16

Sponsored

DIS DISNEY WALT CO7.0K shares27.21%2026-06-302026-07-16

VZ VERIZON COMMUNICATIONS INC15.8K shares40.78%2026-06-302026-07-16

AMGN AMGEN INC1.8K shares16.64%2026-06-302026-07-16

XLK SELECT SECTOR SPDR TR3.3K sharesnew addition2026-06-302026-07-16

SOUTHERN CO SOUTHERN CO6.6K shares41.05%2026-06-302026-07-16

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR13.6K shares22.59%2026-06-302026-07-16

LMT LOCKHEED MARTIN CORP1.2K shares40.71%2026-06-302026-07-16

CEG CONSTELLATION ENERGY CORP2.4K shares28.40%2026-06-302026-07-16

Sponsored

FJP FIRST TR EXCH TRD ALPHDX FD7.8K shares2.96%2026-06-302026-07-16

HMC HONDA MOTOR CO LTD21.9K shares39.86%2026-06-302026-07-16

QCOM QUALCOMM INC3.1K shares-36.23%2026-06-302026-07-16

EIX EDISON INTL7.5K shares47.24%2026-06-302026-07-16

FTLS FIRST TR EXCH TRADED FD III7.6K shares11.34%2026-06-302026-07-16

PEG PUBLIC SVC ENTERPRISE GROUP6.7K shares46.94%2026-06-302026-07-16

VGIT VANGUARD SCOTTSDALE FDS9.2K shares-3.58%2026-06-302026-07-16

CME CME GROUP INC2.4K sharesnew addition2026-06-302026-07-16

Sponsored

MAGS LISTED FDS TR8.0K shares6.30%2026-06-302026-07-16

HAS HASBRO INC6.1K shares44.75%2026-06-302026-07-16

FXH FIRST TR EXCHANGE-TRADED FD4.1K shares15.35%2026-06-302026-07-16

CFG CITIZENS FINL GROUP INC7.1K shares38.74%2026-06-302026-07-16

T AT&T INC22.4K shares51.91%2026-06-302026-07-16

TM TOYOTA MOTOR CORP2.7K shares54.88%2026-06-302026-07-16

RSMV LISTED FDS TR14.8K shares-5.34%2026-06-302026-07-16

DFAC DIMENSIONAL ETF TRUST9.6K shares0.00%2026-06-302026-07-16

Sponsored

FAAR FIRST TR EXCHANGE TRAD FD VI13.5K shares-4.83%2026-06-302026-07-16

ISHARES TR ISHARES TR4.3K shares0.75%2026-06-302026-07-16

FDL FIRST TR EXCHANGE-TRADED FD8.2K shares-39.18%2026-06-302026-07-16

JHSC JOHN HANCOCK EXCHANGE TRADED8.0K shares-9.85%2026-06-302026-07-16

ISHARES TR ISHARES TR502 shares1.62%2026-06-302026-07-16

GLD SPDR GOLD TR988 shares-33.91%2026-06-302026-07-16

XLSR SSGA ACTIVE TR5.1K shares-79.36%2026-06-302026-07-16

VANGUARD INDEX FDS VANGUARD INDEX FDS859 shares0.35%2026-06-302026-07-16

Sponsored

MAIN MAIN STR CAP CORP6.1K shares0.00%2026-06-302026-07-16

VBR VANGUARD INDEX FDS1.3K shares-1.02%2026-06-302026-07-16

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC2.1K shares20.98%2026-06-302026-07-16

EXXON MOBIL CORP EXXON MOBIL CORP2.1K shares-4.36%2026-06-302026-07-16

MGOV FIRST TR EXCHANGE-TRADED FD13.6K shares-3.71%2026-06-302026-07-16

URI UNITED RENTALS INC238 sharesnew addition2026-06-302026-07-16

BUFZ FIRST TR EXCHNG TRADED FD VI9.5K sharesnew addition2026-06-302026-07-16

PTY PIMCO CORPORATE & INCOME OPP22.0K shares0.00%2026-06-302026-07-16

Sponsored

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD12.7K sharesnew addition2026-06-302026-07-16

HYLS FIRST TR EXCHANGE-TRADED FD6.3K shares5.67%2026-06-302026-07-16

VUG VANGUARD INDEX FDS3.0K shares505.51%2026-06-302026-07-16

PAXS PIMCO ACCESS INCOME FUND17.3K shares0.00%2026-06-302026-07-16

SPDW SPDR INDEX SHS FDS4.9K shares-83.10%2026-06-302026-07-16

SPEM SPDR INDEX SHS FDS4.8K shares-77.28%2026-06-302026-07-16

SGVT SCHWAB STRATEGIC TR2.4K shares-15.17%2026-06-302026-07-16

SLV ISHARES SILVER TR4.5K shares5.06%2026-06-302026-07-16

Sponsored

HODL VANECK BITCOIN ETF13.7K shares-6.47%2026-06-302026-07-16

VWO VANGUARD INTL EQUITY INDEX F3.8K sharesnew addition2026-06-302026-07-16

PFG PRINCIPAL FINANCIAL GROUP IN2.0K sharesnew addition2026-06-302026-07-16

FID FIRST TR EXCHANGE TRADED FD10.0K shares-2.83%2026-06-302026-07-16

BGT BLACKROCK FLOATING RATE INC20.0K shares0.00%2026-06-302026-07-16

FDEC FIRST TR EXCHNG TRADED FD VI3.9K sharesnew addition2026-06-302026-07-16

EFA ISHARES TR2.0K sharesnew addition2026-06-302026-07-16

BUFT FIRST TR EXCHNG TRADED FD VI8.0K sharesnew addition2026-06-302026-07-16

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC428 sharesnew addition2026-06-302026-07-16

VIG VANGUARD SPECIALIZED FUNDS854 sharesnew addition2026-06-302026-07-16

GD GENERAL DYNAMICS CORP568 sharesnew addition2026-06-302026-07-16

EVV EATON VANCE LIMITED DURATION20.0K shares0.00%2026-06-302026-07-16

BBNX BETA BIONICS INC10.0K sharesnew addition2026-06-302026-07-16

PHK PIMCO HIGH INCOME FD30.0K shares0.00%2026-06-302026-07-16

QQQ

INVESCO QQQ TR

-2.41%

Shares24.7K

Event2026-06-30

Filed2026-07-16

STATE STR SPDR S&P 500 ETF T

-16.86%

Shares15.5K

Event2026-06-30

Filed2026-07-16

FTCB

FIRST TR EXCHANGE-TRADED FD

29.09%

Shares393.1K

Event2026-06-30

Filed2026-07-16

BUFR

FIRST TR EXCHNG TRADED FD VI

8.48%

Shares218.2K

Event2026-06-30

Filed2026-07-16

ACYN

FIRST TR EXCHANGE-TRADED FD

New

Shares348.6K

Event2026-06-30

Filed2026-07-16

RDVY

FIRST TR EXCHANGE TRADED FD

15.42%

Shares87.5K

Event2026-06-30

Filed2026-07-16

BIL

SPDR SERIES TRUST

-16.79%

Shares77.0K

Event2026-06-30

Filed2026-07-16

BUFQ

FIRST TR EXCHNG TRADED FD VI

12.35%

Shares167.7K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

1.54%

Shares17.0K

Event2026-06-30

Filed2026-07-16

NVDA

NVIDIA CORPORATION

-7.51%

Shares31.5K

Event2026-06-30

Filed2026-07-16

VOOG

VANGUARD ADMIRAL FDS INC

867.69%

Shares72.4K

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC

1.63%

Shares19.1K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC

3.91%

Shares23.1K

Event2026-06-30

Filed2026-07-16

FIXD

FIRST TR EXCHNG TRADED FD VI

142.36%

Shares115.0K

Event2026-06-30

Filed2026-07-16

TDIV

FIRST TR EXCHANGE TRADED FD

-3.02%

Shares37.9K

Event2026-06-30

Filed2026-07-16

JPMORGAN CHASE & CO

4.73%

Shares12.8K

Event2026-06-30

Filed2026-07-16

VWOB

VANGUARD WHITEHALL FDS

12.23%

Shares59.4K

Event2026-06-30

Filed2026-07-16

AFLG

FIRST TR EXCHNG TRADED FD VI

-3.34%

Shares91.0K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.95%

Shares7.8K

Event2026-06-30

Filed2026-07-16

VOOV

VANGUARD ADMIRAL FDS INC

34.58%

Shares17.1K

Event2026-06-30

Filed2026-07-16

ANGL

VANECK ETF TRUST

13.88%

Shares127.2K

Event2026-06-30

Filed2026-07-16

JHMM

JOHN HANCOCK EXCHANGE TRADED

21.99%

Shares49.6K

Event2026-06-30

Filed2026-07-16

GOOG

ALPHABET INC

10.01%

Shares10.5K

Event2026-06-30

Filed2026-07-16

SPMO

INVESCO EXCH TRADED FD TR II

15.18%

Shares22.3K

Event2026-06-30

Filed2026-07-16

META PLATFORMS INC

10.45%

Shares6.1K

Event2026-06-30

Filed2026-07-16

BUFD

FIRST TR EXCHNG TRADED FD VI

-1.11%

Shares112.7K

Event2026-06-30

Filed2026-07-16

QTEC

FIRST TR EXCHANGE-TRADED FD

-7.91%

Shares9.8K

Event2026-06-30

Filed2026-07-16

BROADCOM INC

-4.70%

Shares8.7K

Event2026-06-30

Filed2026-07-16

JHMB

JOHN HANCOCK EXCHANGE TRADED

10.60%

Shares147.4K

Event2026-06-30

Filed2026-07-16

GILD

GILEAD SCIENCES INC

17.66%

Shares25.2K

Event2026-06-30

Filed2026-07-16

UPS

UNITED PARCEL SVCS INC

-28.51%

Shares29.2K

Event2026-06-30

Filed2026-07-16

FTGS

FIRST TR EXCHANGE-TRADED FD

2.27%

Shares80.8K

Event2026-06-30

Filed2026-07-16

JHMD

JOHN HANCOCK EXCHANGE TRADED

12.03%

Shares65.4K

Event2026-06-30

Filed2026-07-16

WFC

WELLS FARGO & CO

7.07%

Shares35.0K

Event2026-06-30

Filed2026-07-16

FVD

FIRST TR EXCHANGE-TRADED FD

2.98%

Shares59.1K

Event2026-06-30

Filed2026-07-16

FTA

FIRST TR EXCHANGE-TRADED ALP

4.45%

Shares28.6K

Event2026-06-30

Filed2026-07-16

LGOV

FIRST TR EXCHANGE-TRADED FD

17.04%

Shares127.9K

Event2026-06-30

Filed2026-07-16

PYLD

PIMCO ETF TR

-2.66%

Shares101.2K

Event2026-06-30

Filed2026-07-16

VPLS

VANGUARD MALVERN FDS

-0.89%

Shares33.7K

Event2026-06-30

Filed2026-07-16

LHX

L3HARRIS TECHNOLOGIES INC

19.76%

Shares8.1K

Event2026-06-30

Filed2026-07-16

QQQM

INVESCO EXCH TRADED FD TR II

32.05%

Shares7.6K

Event2026-06-30

Filed2026-07-16

FEMB

FIRST TR EXCH TRADED FD III

-1.58%

Shares78.3K

Event2026-06-30

Filed2026-07-16

HOME DEPOT INC

15.19%

Shares6.4K

Event2026-06-30

Filed2026-07-16

PROCTER & GAMBLE CO

13.82%

Shares15.4K

Event2026-06-30

Filed2026-07-16

XLG

INVESCO EXCHANGE TRADED FD T

555.10%

Shares36.0K

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD INDEX FDS

0.62%

Shares3.1K

Event2026-06-30

Filed2026-07-16

AJG

GALLAGHER ARTHUR J & CO

-19.81%

Shares9.2K

Event2026-06-30

Filed2026-07-16

ABT

ABBOTT LABORATORIES

25.94%

Shares23.0K

Event2026-06-30

Filed2026-07-16

QNITY ELECTRONICS INC

14.64%

Shares12.8K

Event2026-06-30

Filed2026-07-16

ASTRAZENECA PLC

-34.34%

Shares10.9K

Event2026-06-30

Filed2026-07-16

PNC

PNC FINL SVCS GROUP INC

4.18%

Shares8.4K

Event2026-06-30

Filed2026-07-16

WMT

WALMART INC

18.00%

Shares17.7K

Event2026-06-30

Filed2026-07-16

MCD

MCDONALDS CORP

17.51%

Shares7.3K

Event2026-06-30

Filed2026-07-16

JAAA

JANUS DETROIT STR TR

-2.77%

Shares38.5K

Event2026-06-30

Filed2026-07-16

CISCO SYS INC

15.33%

Shares16.3K

Event2026-06-30

Filed2026-07-16

ADI

ANALOG DEVICES INC

29.06%

Shares4.7K

Event2026-06-30

Filed2026-07-16

SHEL

SHELL PLC

-3.83%

Shares23.7K

Event2026-06-30

Filed2026-07-16

COP

CONOCOPHILLIPS

1.20%

Shares17.5K

Event2026-06-30

Filed2026-07-16

BAC

BANK OF AMER CORP

-3.27%

Shares31.5K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON

82.87%

Shares6.8K

Event2026-06-30

Filed2026-07-16

CVX

CHEVRON CORPORATION

15.70%

Shares9.8K

Event2026-06-30

Filed2026-07-16

TSLA

TESLA INC

10.13%

Shares3.8K

Event2026-06-30

Filed2026-07-16

FDN

FIRST TR EXCHANGE-TRADED FD

-2.78%

Shares6.1K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC

20.68%

Shares4.5K

Event2026-06-30

Filed2026-07-16

AMD

ADVANCED MICRO DEVICES INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-16

FIIG

FIRST TR EXCHANGE-TRADED FD

5.87%

Shares71.5K

Event2026-06-30

Filed2026-07-16

USB

US BANCORP

-32.85%

Shares23.7K

Event2026-06-30

Filed2026-07-16

PHILIP MORRIS INTL INC

28.62%

Shares7.9K

Event2026-06-30

Filed2026-07-16

LRCX

LAM RESEARCH CORP

18.51%

Shares3.1K

Event2026-06-30

Filed2026-07-16

FTCS

FIRST TR EXCHANGE-TRADED FD

3.82%

Shares14.5K

Event2026-06-30

Filed2026-07-16

NTES

NETEASE COM INC

84.32%

Shares10.5K

Event2026-06-30

Filed2026-07-16

WASTE MGMT INC DEL

10.40%

Shares5.9K

Event2026-06-30

Filed2026-07-16

CMCSA

COMCAST CORP NEW

-18.89%

Shares53.8K

Event2026-06-30

Filed2026-07-16

BILS

SPDR SERIES TRUST

-31.18%

Shares13.3K

Event2026-06-30

Filed2026-07-16

VCIT

VANGUARD SCOTTSDALE FDS

-0.93%

Shares15.7K

Event2026-06-30

Filed2026-07-16

SBAR

SIMPLIFY EXCHANGE TRADED FUN

12.88%

Shares50.4K

Event2026-06-30

Filed2026-07-16

PEP

PEPSICO INC

16.02%

Shares9.4K

Event2026-06-30

Filed2026-07-16

EVRG

EVERGY INC

16.51%

Shares14.6K

Event2026-06-30

Filed2026-07-16

XAR

SPDR SERIES TRUST

7.57%

Shares4.4K

Event2026-06-30

Filed2026-07-16

DUPONT DE NEMOURS INC

New

Shares9.2K

Event2026-06-30

Filed2026-07-16

MICROCHIP TECHNOLOGY INC.

-19.83%

Shares13.5K

Event2026-06-30

Filed2026-07-16

HONEYWELL INTL INC

New

Shares5.5K

Event2026-06-30

Filed2026-07-16

TEL

TE CONNECTIVITY PLC

6.00%

Shares6.1K

Event2026-06-30

Filed2026-07-16

HONEYWELL AEROSPACE INC

New

Shares5.5K

Event2026-06-30

Filed2026-07-16

FBT

FIRST TR EXCHANGE-TRADED FD

1.23%

Shares4.8K

Event2026-06-30

Filed2026-07-16

SRE

SEMPRA

21.21%

Shares12.9K

Event2026-06-30

Filed2026-07-16

UNITEDHEALTH GROUP INC

9.31%

Shares2.7K

Event2026-06-30

Filed2026-07-16

SCI

SERVICE CORP INTL

9.07%

Shares14.9K

Event2026-06-30

Filed2026-07-16

APPLIED MATLS INC

-18.12%

Shares1.6K

Event2026-06-30

Filed2026-07-16

KNG

FIRST TR EXCHANGE-TRADED FD

2.03%

Shares21.8K

Event2026-06-30

Filed2026-07-16

FEM

FIRST TR EXCH TRD ALPHDX FD

0.10%

Shares34.0K

Event2026-06-30

Filed2026-07-16

IVE

ISHARES TR

0.19%

Shares4.7K

Event2026-06-30

Filed2026-07-16

IVW

ISHARES TR

0.10%

Shares7.7K

Event2026-06-30

Filed2026-07-16

FDT

FIRST TR EXCH TRD ALPHDX FD

2.41%

Shares11.0K

Event2026-06-30

Filed2026-07-16

COSTCO WHOLESALE CORPORATION

-28.06%

Shares1.1K

Event2026-06-30

Filed2026-07-16

EQIX

EQUINIX INC

-12.59%

Shares986

Event2026-06-30

Filed2026-07-16

UAL

UNITED AIRLS HLDGS INC

16.45%

Shares7.5K

Event2026-06-30

Filed2026-07-16

LOW

LOWES COS INC

35.06%

Shares4.5K

Event2026-06-30

Filed2026-07-16

FSIG

FIRST TR EXCHANGE-TRADED FD

3.65%

Shares52.4K

Event2026-06-30

Filed2026-07-16

SOLS

SOLSTICE ADVANCED MATLS INC

-9.18%

Shares11.1K

Event2026-06-30

Filed2026-07-16

ROP

ROPER TECHNOLOGIES INC

15.64%

Shares2.8K

Event2026-06-30

Filed2026-07-16

GE AEROSPACE

26.18%

Shares2.5K

Event2026-06-30

Filed2026-07-16

SYK

STRYKER CORPORATION

31.96%

Shares3.0K

Event2026-06-30

Filed2026-07-16

CTAS

CINTAS CORP

27.78%

Shares5.5K

Event2026-06-30

Filed2026-07-16

VGSH

VANGUARD SCOTTSDALE FDS

-3.69%

Shares15.9K

Event2026-06-30

Filed2026-07-16

FMF

FIRST TR EXCHANGE-TRADED FD

-0.99%

Shares17.8K

Event2026-06-30

Filed2026-07-16

LMBS

FIRST TR EXCHANGE-TRADED FD

1.65%

Shares17.8K

Event2026-06-30

Filed2026-07-16

XLI

SELECT SECTOR SPDR TR

29.79%

Shares4.8K

Event2026-06-30

Filed2026-07-16

BWXT

BWX TECHNOLOGIES INC

6.46%

Shares4.5K

Event2026-06-30

Filed2026-07-16

VISA INC

23.93%

Shares2.5K

Event2026-06-30

Filed2026-07-16

HWM

HOWMET AEROSPACE INC

18.72%

Shares3.2K

Event2026-06-30

Filed2026-07-16

EMN

EASTMAN CHEM CO

0.79%

Shares12.7K

Event2026-06-30

Filed2026-07-16

ABBVIE INC

16.06%

Shares3.3K

Event2026-06-30

Filed2026-07-16

TXN

TEXAS INSTRS INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-16

IEI

ISHARES TR

-3.58%

Shares6.9K

Event2026-06-30

Filed2026-07-16

IBM

INTERNATIONAL BUSINESS MACHS

11.81%

Shares2.8K

Event2026-06-30

Filed2026-07-16

TRAVELERS COMPANIES INC

23.92%

Shares2.4K

Event2026-06-30

Filed2026-07-16

BUFG

FIRST TR EXCHNG TRADED FD VI

0.92%

Shares26.0K

Event2026-06-30

Filed2026-07-16

XLC

SELECT SECTOR SPDR TR

22.96%

Shares7.0K

Event2026-06-30

Filed2026-07-16

HLT

HILTON WORLDWIDE HLDGS INC

22.12%

Shares2.2K

Event2026-06-30

Filed2026-07-16

REGIONS FINANCIAL CORP NEW

30.29%

Shares24.4K

Event2026-06-30

Filed2026-07-16

RTX CORPORATION

20.48%

Shares3.9K

Event2026-06-30

Filed2026-07-16

ORLY

OREILLY AUTOMOTIVE INC

23.40%

Shares7.7K

Event2026-06-30

Filed2026-07-16

ALTRIA GROUP INC

36.00%

Shares9.9K

Event2026-06-30

Filed2026-07-16

XYL

XYLEM INC

New

Shares5.9K

Event2026-06-30

Filed2026-07-16

FTXO

FIRST TR EXCHANGE TRADED FD

-8.18%

Shares16.8K

Event2026-06-30

Filed2026-07-16

TJX

TJX COS INC NEW

18.46%

Shares4.5K

Event2026-06-30

Filed2026-07-16

FEP

FIRST TR EXCH TRD ALPHDX FD

1.35%

Shares12.0K

Event2026-06-30

Filed2026-07-16

DIS

DISNEY WALT CO

27.21%

Shares7.0K

Event2026-06-30

Filed2026-07-16

VERIZON COMMUNICATIONS INC

40.78%

Shares15.8K

Event2026-06-30

Filed2026-07-16

AMGN

AMGEN INC

16.64%

Shares1.8K

Event2026-06-30

Filed2026-07-16

XLK

SELECT SECTOR SPDR TR

New

Shares3.3K

Event2026-06-30

Filed2026-07-16

SOUTHERN CO

41.05%

Shares6.6K

Event2026-06-30

Filed2026-07-16

SELECT SECTOR SPDR TR

22.59%

Shares13.6K

Event2026-06-30

Filed2026-07-16

LMT

LOCKHEED MARTIN CORP

40.71%

Shares1.2K

Event2026-06-30

Filed2026-07-16

CEG

CONSTELLATION ENERGY CORP

28.40%

Shares2.4K

Event2026-06-30

Filed2026-07-16

FJP

FIRST TR EXCH TRD ALPHDX FD

2.96%

Shares7.8K

Event2026-06-30

Filed2026-07-16

HMC

HONDA MOTOR CO LTD

39.86%

Shares21.9K

Event2026-06-30

Filed2026-07-16

QCOM

QUALCOMM INC

-36.23%

Shares3.1K

Event2026-06-30

Filed2026-07-16

EIX

EDISON INTL

47.24%

Shares7.5K

Event2026-06-30

Filed2026-07-16

FTLS

FIRST TR EXCH TRADED FD III

11.34%

Shares7.6K

Event2026-06-30

Filed2026-07-16

PEG

PUBLIC SVC ENTERPRISE GROUP

46.94%

Shares6.7K

Event2026-06-30

Filed2026-07-16

VGIT

VANGUARD SCOTTSDALE FDS

-3.58%

Shares9.2K

Event2026-06-30

Filed2026-07-16

CME

CME GROUP INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-16

MAGS

LISTED FDS TR

6.30%

Shares8.0K

Event2026-06-30

Filed2026-07-16

HAS

HASBRO INC

44.75%

Shares6.1K

Event2026-06-30

Filed2026-07-16

FXH

FIRST TR EXCHANGE-TRADED FD

15.35%

Shares4.1K

Event2026-06-30

Filed2026-07-16

CFG

CITIZENS FINL GROUP INC

38.74%

Shares7.1K

Event2026-06-30

Filed2026-07-16

AT&T INC

51.91%

Shares22.4K

Event2026-06-30

Filed2026-07-16

TOYOTA MOTOR CORP

54.88%

Shares2.7K

Event2026-06-30

Filed2026-07-16

RSMV

LISTED FDS TR

-5.34%

Shares14.8K

Event2026-06-30

Filed2026-07-16

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-16

FAAR

FIRST TR EXCHANGE TRAD FD VI

-4.83%

Shares13.5K

Event2026-06-30

Filed2026-07-16

ISHARES TR

0.75%

Shares4.3K

Event2026-06-30

Filed2026-07-16

FDL

FIRST TR EXCHANGE-TRADED FD

-39.18%

Shares8.2K

Event2026-06-30

Filed2026-07-16

JHSC

JOHN HANCOCK EXCHANGE TRADED

-9.85%

Shares8.0K

Event2026-06-30

Filed2026-07-16

ISHARES TR

1.62%

Shares502

Event2026-06-30

Filed2026-07-16

GLD

SPDR GOLD TR

-33.91%

Shares988

Event2026-06-30

Filed2026-07-16

XLSR

SSGA ACTIVE TR

-79.36%

Shares5.1K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

0.35%

Shares859

Event2026-06-30

Filed2026-07-16

MAIN

MAIN STR CAP CORP

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-16

VBR

VANGUARD INDEX FDS

-1.02%

Shares1.3K

Event2026-06-30

Filed2026-07-16

CONSTELLATION BRANDS INC

20.98%

Shares2.1K

Event2026-06-30

Filed2026-07-16

EXXON MOBIL CORP

-4.36%

Shares2.1K

Event2026-06-30

Filed2026-07-16

MGOV

FIRST TR EXCHANGE-TRADED FD

-3.71%

Shares13.6K

Event2026-06-30

Filed2026-07-16

URI

UNITED RENTALS INC

New

Shares238

Event2026-06-30

Filed2026-07-16

BUFZ

FIRST TR EXCHNG TRADED FD VI

New

Shares9.5K

Event2026-06-30

Filed2026-07-16

PTY

PIMCO CORPORATE & INCOME OPP

0.00%

Shares22.0K

Event2026-06-30

Filed2026-07-16

FIRST TR EXCHANGE-TRADED FD

New

Shares12.7K

Event2026-06-30

Filed2026-07-16

HYLS

FIRST TR EXCHANGE-TRADED FD

5.67%

Shares6.3K

Event2026-06-30

Filed2026-07-16

VUG

VANGUARD INDEX FDS

505.51%

Shares3.0K

Event2026-06-30

Filed2026-07-16

PAXS

PIMCO ACCESS INCOME FUND

0.00%

Shares17.3K

Event2026-06-30

Filed2026-07-16

SPDW

SPDR INDEX SHS FDS

-83.10%

Shares4.9K

Event2026-06-30

Filed2026-07-16

SPEM

SPDR INDEX SHS FDS

-77.28%

Shares4.8K

Event2026-06-30

Filed2026-07-16

SGVT

SCHWAB STRATEGIC TR

-15.17%

Shares2.4K

Event2026-06-30

Filed2026-07-16

SLV

ISHARES SILVER TR

5.06%

Shares4.5K

Event2026-06-30

Filed2026-07-16

HODL

VANECK BITCOIN ETF

-6.47%

Shares13.7K

Event2026-06-30

Filed2026-07-16

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares3.8K

Event2026-06-30

Filed2026-07-16

PFG

PRINCIPAL FINANCIAL GROUP IN

New

Shares2.0K

Event2026-06-30

Filed2026-07-16

FID

FIRST TR EXCHANGE TRADED FD

-2.83%

Shares10.0K

Event2026-06-30

Filed2026-07-16

BGT

BLACKROCK FLOATING RATE INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-16

FDEC

FIRST TR EXCHNG TRADED FD VI

New

Shares3.9K

Event2026-06-30

Filed2026-07-16

EFA

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-16

BUFT

FIRST TR EXCHNG TRADED FD VI

New

Shares8.0K

Event2026-06-30

Filed2026-07-16

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares428

Event2026-06-30

Filed2026-07-16

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares854

Event2026-06-30

Filed2026-07-16

GENERAL DYNAMICS CORP

New

Shares568

Event2026-06-30

Filed2026-07-16

EVV

EATON VANCE LIMITED DURATION

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-16

BBNX

BETA BIONICS INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-16

PHK

PIMCO HIGH INCOME FD

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available