Sponsored

The Analysis of Paulson Wealth Management Inc.'s Holdings & P&L

Currently, Paulson Wealth Management Inc. holds 146 types of securities in its portfolio with a total value $471.4M. In the most recent quarter, they have increased their positions in IWF (+417.9K shares, valued at $51.9M), IGSB (+252.0K shares, valued at $13.2M), RSP (+9.4K shares, valued at $2.0M); decreased their positions in NBSD (-277.3K shares, valued at $14.0M), IWD (-20.1K shares, valued at $4.9M), IWM (-10.9K shares, valued at $3.3M); initiated new positions in IGSB (+252.0K shares, valued at $13.2M), AMD (+863 shares, valued at $501.3K), N/A (+349 shares, valued at $252.3K).

1M P&L

-2.8M-0.63%

3M P&L

-2.4M-0.55%

HY P&L

-183.9M-29.63%

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/A372.4M

84.9%

2Consumer Electronics27.6M

6.3%

3Drug Manufacturers - General4.7M

1.1%

Top Industries by Stock Count

1N/A59 stocks

46.1%

2Drug Manufacturers - General6 stocks

4.7%

3Semiconductors5 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWF ISHARES TR559.4K shares295.47%2026-06-302026-08-04

IWD ISHARES TR253.5K shares-7.34%2026-06-302026-08-04

IWM ISHARES TR137.5K shares-7.33%2026-06-302026-08-04

EFA ISHARES TR352.6K shares-4.85%2026-06-302026-08-04

AAPL APPLE INC95.5K shares0.16%2026-06-302026-08-04

VCSH VANGUARD SCOTTSDALE FDS244.9K shares4.41%2026-06-302026-08-04

IEI ISHARES TR123.9K shares8.13%2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T18.2K shares-0.58%2026-06-302026-08-04

Sponsored

VEA VANGUARD TAX-MANAGED FDS189.3K shares6.39%2026-06-302026-08-04

IGSB ISHARES TR252.0K sharesnew addition2026-06-302026-08-04

CWB SPDR SERIES TRUST99.6K shares-0.70%2026-06-302026-08-04

MDY STATE STR SPDR S&P MIDCAP 4013.9K shares11.41%2026-06-302026-08-04

SPSM SPDR SERIES TRUST156.5K shares10.04%2026-06-302026-08-04

RSP INVESCO EXCHANGE TRADED FD T41.0K shares29.71%2026-06-302026-08-04

PFF ISHARES TR196.4K shares3.33%2026-06-302026-08-04

QQQ INVESCO QQQ TR7.4K shares-2.89%2026-06-302026-08-04

Sponsored

INMU BLACKROCK ETF TRUST II225.4K shares-1.74%2026-06-302026-08-04

SCHX SCHWAB STRATEGIC TR153.0K shares-2.20%2026-06-302026-08-04

SHM SPDR SERIES TRUST90.2K shares-11.60%2026-06-302026-08-04

MINO PIMCO ETF TR90.1K shares-2.55%2026-06-302026-08-04

MUNI PIMCO ETF TR64.2K shares-6.54%2026-06-302026-08-04

ISHARES TR ISHARES TR4.0K shares-2.28%2026-06-302026-08-04

MINT PIMCO ETF TR28.7K shares-7.54%2026-06-302026-08-04

JPMORGAN CHASE & CO JPMORGAN CHASE & CO7.8K shares0.54%2026-06-302026-08-04

Sponsored

MSFT MICROSOFT CORP5.7K shares0.23%2026-06-302026-08-04

LAZ LAZARD INC48.8K shares0.00%2026-06-302026-08-04

DIA STATE STR SPDR DOW JONES IND3.8K shares-0.13%2026-06-302026-08-04

VANGUARD INDEX FDS VANGUARD INDEX FDS5.2K shares-1.25%2026-06-302026-08-04

BSMR INVESCO EXCH TRD SLF IDX FD77.7K shares-1.00%2026-06-302026-08-04

BROADCOM INC BROADCOM INC4.7K shares1.34%2026-06-302026-08-04

BSMQ INVESCO EXCH TRD SLF IDX FD71.9K shares-2.35%2026-06-302026-08-04

NVDA NVIDIA CORPORATION8.4K shares0.02%2026-06-302026-08-04

Sponsored

CISCO SYS INC CISCO SYS INC13.5K shares1.20%2026-06-302026-08-04

TXN TEXAS INSTRS INC5.2K shares-0.57%2026-06-302026-08-04

GOOGL ALPHABET INC4.3K shares0.21%2026-06-302026-08-04

CAT CATERPILLAR INC1.5K shares0.41%2026-06-302026-08-04

VB VANGUARD INDEX FDS5.0K shares-0.08%2026-06-302026-08-04

VISA INC VISA INC4.1K shares1.80%2026-06-302026-08-04

BSMS INVESCO EXCH TRD SLF IDX FD58.8K shares-1.59%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON5.3K shares2.21%2026-06-302026-08-04

Sponsored

LLY ELI LILLY & CO1.1K shares2.01%2026-06-302026-08-04

SCHA SCHWAB STRATEGIC TR37.0K shares0.03%2026-06-302026-08-04

BSMT INVESCO EXCH TRD SLF IDX FD56.8K shares-1.27%2026-06-302026-08-04

SPTM SPDR SERIES TRUST14.4K shares0.02%2026-06-302026-08-04

ABBVIE INC ABBVIE INC4.8K shares-2.02%2026-06-302026-08-04

QQQE DIREXION SHARES ETF TRUST9.4K shares-1.00%2026-06-302026-08-04

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.2K shares-3.93%2026-06-302026-08-04

HD HOME DEPOT INC3.1K shares1.00%2026-06-302026-08-04

Sponsored

GOOG ALPHABET INC3.0K shares0.20%2026-06-302026-08-04

SCHD SCHWAB STRATEGIC TR33.1K shares-0.12%2026-06-302026-08-04

BIL SPDR SERIES TRUST11.1K shares-13.11%2026-06-302026-08-04

EXXON MOBIL CORP EXXON MOBIL CORP7.2K shares2.18%2026-06-302026-08-04

AMZN AMAZON COM INC4.1K shares1.62%2026-06-302026-08-04

QUAL ISHARES TR4.0K shares0.00%2026-06-302026-08-04

SANM SANMINA CORP3.3K shares0.00%2026-06-302026-08-04

JBL JABIL INC2.1K shares0.00%2026-06-302026-08-04

Sponsored

BSMU INVESCO EXCH TRD SLF IDX FD34.3K shares0.04%2026-06-302026-08-04

WMT WALMART INC6.5K shares-0.06%2026-06-302026-08-04

ESGD ISHARES TR7.1K shares3.51%2026-06-302026-08-04

OEF ISHARES TR2.0K shares0.00%2026-06-302026-08-04

NULG NUSHARES ETF TR6.2K shares6.89%2026-06-302026-08-04

AMGN AMGEN INC2.0K shares2.23%2026-06-302026-08-04

VO VANGUARD INDEX FDS8.9K shares303.42%2026-06-302026-08-04

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.7K shares-25.84%2026-06-302026-08-04

Sponsored

NULV NUSHARES ETF TR13.0K shares4.16%2026-06-302026-08-04

MRK MERCK & CO INC4.8K shares4.17%2026-06-302026-08-04

MCD MCDONALDS CORP2.3K shares3.14%2026-06-302026-08-04

EME EMCOR GROUP INC726 shares0.00%2026-06-302026-08-04

VTHR VANGUARD SCOTTSDALE FDS1.8K shares-5.79%2026-06-302026-08-04

PG PROCTER & GAMBLE CO4.0K shares4.18%2026-06-302026-08-04

BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares0.00%2026-06-302026-08-04

VIG VANGUARD SPECIALIZED FUNDS2.4K shares-1.88%2026-06-302026-08-04

Sponsored

MMIN NEW YORK LIFE INVTS ACTIVE E22.9K shares-25.67%2026-06-302026-08-04

IWN ISHARES TR2.5K shares-13.65%2026-06-302026-08-04

META PLATFORMS INC META PLATFORMS INC959 shares0.84%2026-06-302026-08-04

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.0K shares1.66%2026-06-302026-08-04

SNX TD SYNNEX CORPORATION2.0K shares1.95%2026-06-302026-08-04

VBR VANGUARD INDEX FDS2.1K shares-3.65%2026-06-302026-08-04

LMT LOCKHEED MARTIN CORP1.0K shares0.00%2026-06-302026-08-04

USB US BANCORP8.4K shares2.81%2026-06-302026-08-04

Sponsored

AMD ADVANCED MICRO DEVICES INC863 sharesnew addition2026-06-302026-08-04

QCOM QUALCOMM INC2.7K shares9.44%2026-06-302026-08-04

CI THE CIGNA GROUP1.8K shares0.00%2026-06-302026-08-04

GILD GILEAD SCIENCES INC3.8K shares-0.55%2026-06-302026-08-04

S&P GLOBAL INC S&P GLOBAL INC1.2K shares0.00%2026-06-302026-08-04

XLK SELECT SECTOR SPDR TR2.4K shares-15.19%2026-06-302026-08-04

MUB ISHARES TR4.3K shares-3.77%2026-06-302026-08-04

WTFC WINTRUST FINL CORP2.9K shares0.53%2026-06-302026-08-04

Sponsored

KLAC KLA CORP1.5K shares915.75%2026-06-302026-08-04

IVW ISHARES TR3.2K shares0.00%2026-06-302026-08-04

RS RELIANCE INC1.2K shares0.43%2026-06-302026-08-04

VZ VERIZON COMMUNICATIONS INC10.0K shares5.40%2026-06-302026-08-04

IBM INTERNATIONAL BUSINESS MACHS1.5K shares3.32%2026-06-302026-08-04

C CITIGROUP INC3.0K shares0.00%2026-06-302026-08-04

SCHM SCHWAB STRATEGIC TR10.6K shares0.00%2026-06-302026-08-04

GPI GROUP 1 AUTOMOTIVE INC1.3K shares0.30%2026-06-302026-08-04

Sponsored

KO COCA COLA CO4.7K shares5.20%2026-06-302026-08-04

WSM WILLIAMS SONOMA INC1.6K shares0.00%2026-06-302026-08-04

ADP AUTOMATIC DATA PROCESSING IN1.6K shares0.00%2026-06-302026-08-04

ASML ASML HLDG NV184 shares0.00%2026-06-302026-08-04

AVT AVNET INC4.0K shares-0.74%2026-06-302026-08-04

UNM UNUM GROUP3.9K shares0.00%2026-06-302026-08-04

EMR EMERSON ELEC CO2.4K shares-5.02%2026-06-302026-08-04

TROW PRICE T ROWE GROUP INC2.9K shares11.05%2026-06-302026-08-04

Sponsored

TMHC TAYLOR MORRISON HOME CORP4.6K shares0.00%2026-06-302026-08-04

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC435 shares-16.35%2026-06-302026-08-04

VOE VANGUARD INDEX FDS1.7K shares0.00%2026-06-302026-08-04

T AT&T INC16.0K shares29.61%2026-06-302026-08-04

PEP PEPSICO INC2.4K shares0.25%2026-06-302026-08-04

3M CO 3M CO2.0K shares0.00%2026-06-302026-08-04

SCHB SCHWAB STRATEGIC TR11.4K shares0.00%2026-06-302026-08-04

BAC BANK OF AMER CORP5.7K shares10.74%2026-06-302026-08-04

Sponsored

NBSD NEUBERGER BERMAN ETF TRUST6.5K shares-97.72%2026-06-302026-08-04

VOT VANGUARD INDEX FDS1.1K shares0.00%2026-06-302026-08-04

RGA REINSURANCE GROUP AMER INC1.5K shares0.00%2026-06-302026-08-04

GS GOLDMAN SACHS GROUP INC312 shares0.00%2026-06-302026-08-04

XPO XPO INC1.4K shares-3.01%2026-06-302026-08-04

TSM TAIWAN SEMICONDUCTOR MANUFAC621 shares0.49%2026-06-302026-08-04

MAR MARRIOTT INTL INC NEW796 shares0.00%2026-06-302026-08-04

VOO VANGUARD INDEX FDS426 shares2.90%2026-06-302026-08-04

Sponsored

DKS DICKS SPORTING GOODS INC1.3K shares0.00%2026-06-302026-08-04

GNW GENWORTH FINL INC29.8K shares0.00%2026-06-302026-08-04

BND VANGUARD BD INDEX FDS3.8K shares4.01%2026-06-302026-08-04

ORI OLD REP INTL CORP6.6K shares0.00%2026-06-302026-08-04

CMC COMMERCIAL METALS CO4.3K shares-0.58%2026-06-302026-08-04

URTH ISHARES INC1.3K shares18.67%2026-06-302026-08-04

LOW LOWES COS INC1.2K shares0.00%2026-06-302026-08-04

CVX CHEVRON CORPORATION1.6K shares-16.11%2026-06-302026-08-04

Sponsored

CL COLGATE PALMOLIVE CO2.8K shares0.00%2026-06-302026-08-04

RDN RADIAN GROUP INC6.7K shares-0.58%2026-06-302026-08-04

APPLIED MATLS INC APPLIED MATLS INC349 sharesnew addition2026-06-302026-08-04

ABT ABBOTT LABORATORIES2.7K shares-6.01%2026-06-302026-08-04

VTV VANGUARD INDEX FDS1.1K shares-6.75%2026-06-302026-08-04

SPUS TIDAL TRUST I4.1K sharesnew addition2026-06-302026-08-04

IVE ISHARES TR1.0K shares-18.12%2026-06-302026-08-04

CMCSA COMCAST CORP NEW9.3K shares7.89%2026-06-302026-08-04

Sponsored

CACI CACI INTL INC486 shares0.00%2026-06-302026-08-04

LIN LINDE PLC420 shares0.00%2026-06-302026-08-04

BMY BRISTOL-MYERS SQUIBB CO3.8K sharesnew addition2026-06-302026-08-04

VNQ VANGUARD INDEX FDS2.3K sharesnew addition2026-06-302026-08-04

PM PHILIP MORRIS INTL INC1.2K sharesnew addition2026-06-302026-08-04

ORACLE CORP ORACLE CORP1.5K shares0.00%2026-06-302026-08-04

FLEX FLEX LTD1.3K sharesnew addition2026-06-302026-08-04

ARW ARROW ELECTRS INC987 sharesnew addition2026-06-302026-08-04

Sponsored

IJR ISHARES TR1.4K sharesnew addition2026-06-302026-08-04

MS MORGAN STANLEY961 sharesnew addition2026-06-302026-08-04

IWF

ISHARES TR

295.47%

Shares559.4K

Event2026-06-30

Filed2026-08-04

IWD

ISHARES TR

-7.34%

Shares253.5K

Event2026-06-30

Filed2026-08-04

IWM

ISHARES TR

-7.33%

Shares137.5K

Event2026-06-30

Filed2026-08-04

EFA

ISHARES TR

-4.85%

Shares352.6K

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

0.16%

Shares95.5K

Event2026-06-30

Filed2026-08-04

VCSH

VANGUARD SCOTTSDALE FDS

4.41%

Shares244.9K

Event2026-06-30

Filed2026-08-04

IEI

ISHARES TR

8.13%

Shares123.9K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

-0.58%

Shares18.2K

Event2026-06-30

Filed2026-08-04

VEA

VANGUARD TAX-MANAGED FDS

6.39%

Shares189.3K

Event2026-06-30

Filed2026-08-04

IGSB

ISHARES TR

New

Shares252.0K

Event2026-06-30

Filed2026-08-04

CWB

SPDR SERIES TRUST

-0.70%

Shares99.6K

Event2026-06-30

Filed2026-08-04

MDY

STATE STR SPDR S&P MIDCAP 40

11.41%

Shares13.9K

Event2026-06-30

Filed2026-08-04

SPSM

SPDR SERIES TRUST

10.04%

Shares156.5K

Event2026-06-30

Filed2026-08-04

RSP

INVESCO EXCHANGE TRADED FD T

29.71%

Shares41.0K

Event2026-06-30

Filed2026-08-04

PFF

ISHARES TR

3.33%

Shares196.4K

Event2026-06-30

Filed2026-08-04

QQQ

INVESCO QQQ TR

-2.89%

Shares7.4K

Event2026-06-30

Filed2026-08-04

INMU

BLACKROCK ETF TRUST II

-1.74%

Shares225.4K

Event2026-06-30

Filed2026-08-04

SCHX

SCHWAB STRATEGIC TR

-2.20%

Shares153.0K

Event2026-06-30

Filed2026-08-04

SHM

SPDR SERIES TRUST

-11.60%

Shares90.2K

Event2026-06-30

Filed2026-08-04

MINO

PIMCO ETF TR

-2.55%

Shares90.1K

Event2026-06-30

Filed2026-08-04

MUNI

PIMCO ETF TR

-6.54%

Shares64.2K

Event2026-06-30

Filed2026-08-04

ISHARES TR

-2.28%

Shares4.0K

Event2026-06-30

Filed2026-08-04

MINT

PIMCO ETF TR

-7.54%

Shares28.7K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

0.54%

Shares7.8K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

0.23%

Shares5.7K

Event2026-06-30

Filed2026-08-04

LAZ

LAZARD INC

0.00%

Shares48.8K

Event2026-06-30

Filed2026-08-04

DIA

STATE STR SPDR DOW JONES IND

-0.13%

Shares3.8K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

-1.25%

Shares5.2K

Event2026-06-30

Filed2026-08-04

BSMR

INVESCO EXCH TRD SLF IDX FD

-1.00%

Shares77.7K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

1.34%

Shares4.7K

Event2026-06-30

Filed2026-08-04

BSMQ

INVESCO EXCH TRD SLF IDX FD

-2.35%

Shares71.9K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

0.02%

Shares8.4K

Event2026-06-30

Filed2026-08-04

CISCO SYS INC

1.20%

Shares13.5K

Event2026-06-30

Filed2026-08-04

TXN

TEXAS INSTRS INC

-0.57%

Shares5.2K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

0.21%

Shares4.3K

Event2026-06-30

Filed2026-08-04

CAT

CATERPILLAR INC

0.41%

Shares1.5K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

-0.08%

Shares5.0K

Event2026-06-30

Filed2026-08-04

VISA INC

1.80%

Shares4.1K

Event2026-06-30

Filed2026-08-04

BSMS

INVESCO EXCH TRD SLF IDX FD

-1.59%

Shares58.8K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

2.21%

Shares5.3K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO

2.01%

Shares1.1K

Event2026-06-30

Filed2026-08-04

SCHA

SCHWAB STRATEGIC TR

0.03%

Shares37.0K

Event2026-06-30

Filed2026-08-04

BSMT

INVESCO EXCH TRD SLF IDX FD

-1.27%

Shares56.8K

Event2026-06-30

Filed2026-08-04

SPTM

SPDR SERIES TRUST

0.02%

Shares14.4K

Event2026-06-30

Filed2026-08-04

ABBVIE INC

-2.02%

Shares4.8K

Event2026-06-30

Filed2026-08-04

QQQE

DIREXION SHARES ETF TRUST

-1.00%

Shares9.4K

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION

-3.93%

Shares1.2K

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC

1.00%

Shares3.1K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

0.20%

Shares3.0K

Event2026-06-30

Filed2026-08-04

SCHD

SCHWAB STRATEGIC TR

-0.12%

Shares33.1K

Event2026-06-30

Filed2026-08-04

BIL

SPDR SERIES TRUST

-13.11%

Shares11.1K

Event2026-06-30

Filed2026-08-04

EXXON MOBIL CORP

2.18%

Shares7.2K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

1.62%

Shares4.1K

Event2026-06-30

Filed2026-08-04

QUAL

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-04

SANM

SANMINA CORP

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-04

JBL

JABIL INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-04

BSMU

INVESCO EXCH TRD SLF IDX FD

0.04%

Shares34.3K

Event2026-06-30

Filed2026-08-04

WMT

WALMART INC

-0.06%

Shares6.5K

Event2026-06-30

Filed2026-08-04

ESGD

ISHARES TR

3.51%

Shares7.1K

Event2026-06-30

Filed2026-08-04

OEF

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-04

NULG

NUSHARES ETF TR

6.89%

Shares6.2K

Event2026-06-30

Filed2026-08-04

AMGN

AMGEN INC

2.23%

Shares2.0K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

303.42%

Shares8.9K

Event2026-06-30

Filed2026-08-04

UNITEDHEALTH GROUP INC

-25.84%

Shares1.7K

Event2026-06-30

Filed2026-08-04

NULV

NUSHARES ETF TR

4.16%

Shares13.0K

Event2026-06-30

Filed2026-08-04

MRK

MERCK & CO INC

4.17%

Shares4.8K

Event2026-06-30

Filed2026-08-04

MCD

MCDONALDS CORP

3.14%

Shares2.3K

Event2026-06-30

Filed2026-08-04

EME

EMCOR GROUP INC

0.00%

Shares726

Event2026-06-30

Filed2026-08-04

VTHR

VANGUARD SCOTTSDALE FDS

-5.79%

Shares1.8K

Event2026-06-30

Filed2026-08-04

PROCTER & GAMBLE CO

4.18%

Shares4.0K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-04

VIG

VANGUARD SPECIALIZED FUNDS

-1.88%

Shares2.4K

Event2026-06-30

Filed2026-08-04

MMIN

NEW YORK LIFE INVTS ACTIVE E

-25.67%

Shares22.9K

Event2026-06-30

Filed2026-08-04

IWN

ISHARES TR

-13.65%

Shares2.5K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

0.84%

Shares959

Event2026-06-30

Filed2026-08-04

MASTERCARD INCORPORATED

1.66%

Shares1.0K

Event2026-06-30

Filed2026-08-04

SNX

TD SYNNEX CORPORATION

1.95%

Shares2.0K

Event2026-06-30

Filed2026-08-04

VBR

VANGUARD INDEX FDS

-3.65%

Shares2.1K

Event2026-06-30

Filed2026-08-04

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-04

USB

US BANCORP

2.81%

Shares8.4K

Event2026-06-30

Filed2026-08-04

AMD

ADVANCED MICRO DEVICES INC

New

Shares863

Event2026-06-30

Filed2026-08-04

QCOM

QUALCOMM INC

9.44%

Shares2.7K

Event2026-06-30

Filed2026-08-04

THE CIGNA GROUP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-04

GILD

GILEAD SCIENCES INC

-0.55%

Shares3.8K

Event2026-06-30

Filed2026-08-04

S&P GLOBAL INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-04

XLK

SELECT SECTOR SPDR TR

-15.19%

Shares2.4K

Event2026-06-30

Filed2026-08-04

MUB

ISHARES TR

-3.77%

Shares4.3K

Event2026-06-30

Filed2026-08-04

WTFC

WINTRUST FINL CORP

0.53%

Shares2.9K

Event2026-06-30

Filed2026-08-04

KLAC

KLA CORP

915.75%

Shares1.5K

Event2026-06-30

Filed2026-08-04

IVW

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-04

RELIANCE INC

0.43%

Shares1.2K

Event2026-06-30

Filed2026-08-04

VERIZON COMMUNICATIONS INC

5.40%

Shares10.0K

Event2026-06-30

Filed2026-08-04

IBM

INTERNATIONAL BUSINESS MACHS

3.32%

Shares1.5K

Event2026-06-30

Filed2026-08-04

CITIGROUP INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-04

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares10.6K

Event2026-06-30

Filed2026-08-04

GPI

GROUP 1 AUTOMOTIVE INC

0.30%

Shares1.3K

Event2026-06-30

Filed2026-08-04

COCA COLA CO

5.20%

Shares4.7K

Event2026-06-30

Filed2026-08-04

WSM

WILLIAMS SONOMA INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-04

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-04

ASML

ASML HLDG NV

0.00%

Shares184

Event2026-06-30

Filed2026-08-04

AVT

AVNET INC

-0.74%

Shares4.0K

Event2026-06-30

Filed2026-08-04

UNM

UNUM GROUP

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-04

EMR

EMERSON ELEC CO

-5.02%

Shares2.4K

Event2026-06-30

Filed2026-08-04

TROW

PRICE T ROWE GROUP INC

11.05%

Shares2.9K

Event2026-06-30

Filed2026-08-04

TMHC

TAYLOR MORRISON HOME CORP

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-04

CROWDSTRIKE HLDGS INC

-16.35%

Shares435

Event2026-06-30

Filed2026-08-04

VOE

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-04

AT&T INC

29.61%

Shares16.0K

Event2026-06-30

Filed2026-08-04

PEP

PEPSICO INC

0.25%

Shares2.4K

Event2026-06-30

Filed2026-08-04

3M CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-04

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares11.4K

Event2026-06-30

Filed2026-08-04

BAC

BANK OF AMER CORP

10.74%

Shares5.7K

Event2026-06-30

Filed2026-08-04

NBSD

NEUBERGER BERMAN ETF TRUST

-97.72%

Shares6.5K

Event2026-06-30

Filed2026-08-04

VOT

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-04

RGA

REINSURANCE GROUP AMER INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-04

GOLDMAN SACHS GROUP INC

0.00%

Shares312

Event2026-06-30

Filed2026-08-04

XPO

XPO INC

-3.01%

Shares1.4K

Event2026-06-30

Filed2026-08-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.49%

Shares621

Event2026-06-30

Filed2026-08-04

MAR

MARRIOTT INTL INC NEW

0.00%

Shares796

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD INDEX FDS

2.90%

Shares426

Event2026-06-30

Filed2026-08-04

DKS

DICKS SPORTING GOODS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-04

GNW

GENWORTH FINL INC

0.00%

Shares29.8K

Event2026-06-30

Filed2026-08-04

BND

VANGUARD BD INDEX FDS

4.01%

Shares3.8K

Event2026-06-30

Filed2026-08-04

ORI

OLD REP INTL CORP

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-04

CMC

COMMERCIAL METALS CO

-0.58%

Shares4.3K

Event2026-06-30

Filed2026-08-04

URTH

ISHARES INC

18.67%

Shares1.3K

Event2026-06-30

Filed2026-08-04

LOW

LOWES COS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-04

CVX

CHEVRON CORPORATION

-16.11%

Shares1.6K

Event2026-06-30

Filed2026-08-04

COLGATE PALMOLIVE CO

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-04

RDN

RADIAN GROUP INC

-0.58%

Shares6.7K

Event2026-06-30

Filed2026-08-04

APPLIED MATLS INC

New

Shares349

Event2026-06-30

Filed2026-08-04

ABT

ABBOTT LABORATORIES

-6.01%

Shares2.7K

Event2026-06-30

Filed2026-08-04

VTV

VANGUARD INDEX FDS

-6.75%

Shares1.1K

Event2026-06-30

Filed2026-08-04

SPUS

TIDAL TRUST I

New

Shares4.1K

Event2026-06-30

Filed2026-08-04

IVE

ISHARES TR

-18.12%

Shares1.0K

Event2026-06-30

Filed2026-08-04

CMCSA

COMCAST CORP NEW

7.89%

Shares9.3K

Event2026-06-30

Filed2026-08-04

CACI

CACI INTL INC

0.00%

Shares486

Event2026-06-30

Filed2026-08-04

LIN

LINDE PLC

0.00%

Shares420

Event2026-06-30

Filed2026-08-04

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares3.8K

Event2026-06-30

Filed2026-08-04

VNQ

VANGUARD INDEX FDS

New

Shares2.3K

Event2026-06-30

Filed2026-08-04

PHILIP MORRIS INTL INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-04

ORACLE CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-04

FLEX

FLEX LTD

New

Shares1.3K

Event2026-06-30

Filed2026-08-04

ARW

ARROW ELECTRS INC

New

Shares987

Event2026-06-30

Filed2026-08-04

IJR

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-08-04

MORGAN STANLEY

New

Shares961

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available