The Analysis of SAGESPRING WEALTH PARTNERS, LLC's Holdings & P&L


Currently, SAGESPRING WEALTH PARTNERS, LLC holds 846 types of securities in its portfolio with a total value $6.5B. In the most recent quarter, they have increased their positions in IWB (+308.5K shares, valued at $126.3M), JAVA (+422.3K shares, valued at $33.5M), EFV (+434.3K shares, valued at $33.2M); decreased their positions in BAI (-2.2M shares, valued at $114.1M), PWRD (-368.1K shares, valued at $45.3M), IYG (-156.3K shares, valued at $14.1M); initiated new positions in SCHX (+609.7K shares, valued at $17.9M), N/A (+67.6K shares, valued at $9.2M), BBUS (+19.5K shares, valued at $2.6M).


1M P&L
+6.9M+0.12%
3M P&L
+149.7M+2.77%
HY P&L
+360.5M+6.94%

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/A4.7B
82.9%
2Semiconductors134.5M
2.4%
3Consumer Electronics72.9M
1.3%

Top Industries by Stock Count

1N/A299 stocks
39.4%
2Banks - Regional23 stocks
3.0%
3Utilities - Regulated Electric19 stocks
2.5%
Stock Holdings
DYNF
BLACKROCK ETF TRUST
3.40%
Shares6.5M
Event2026-06-30
Filed2026-08-03
JAVA
J P MORGAN EXCHANGE TRADED F
8.86%
Shares5.2M
Event2026-06-30
Filed2026-08-03
FBCG
FIDELITY COVINGTON TRUST
-2.27%
Shares5.5M
Event2026-06-30
Filed2026-08-03
VOO
VANGUARD INDEX FDS
-1.08%
Shares463.8K
Event2026-06-30
Filed2026-08-03
BAI
BLACKROCK ETF TRUST
-29.07%
Shares5.3M
Event2026-06-30
Filed2026-08-03
ISHARES TR
ISHARES TR
4.08%
Shares361.2K
Event2026-06-30
Filed2026-08-03
PWRD
TCW ETF TRUST
-17.47%
Shares1.7M
Event2026-06-30
Filed2026-08-03
ABFL
ABACUS FCF ETF TR
2.05%
Shares2.0M
Event2026-06-30
Filed2026-08-03
BINC
BLACKROCK ETF TRUST II
10.40%
Shares3.2M
Event2026-06-30
Filed2026-08-03
EFV
ISHARES TR
26.38%
Shares2.1M
Event2026-06-30
Filed2026-08-03
AB ACTIVE ETFS INC
AB ACTIVE ETFS INC
2.73%
Shares2.8M
Event2026-06-30
Filed2026-08-03
FBND
FIDELITY MERRIMACK STR TR
14.12%
Shares3.0M
Event2026-06-30
Filed2026-08-03
ISHARES TR
ISHARES TR
2.49%
Shares1.3M
Event2026-06-30
Filed2026-08-03
IWB
ISHARES TR
11807.88%
Shares311.2K
Event2026-06-30
Filed2026-08-03
BRTR
BLACKROCK ETF TRUST II
20.54%
Shares2.4M
Event2026-06-30
Filed2026-08-03
EMGF
ISHARES INC
2.75%
Shares1.4M
Event2026-06-30
Filed2026-08-03
JIRE
J P MORGAN EXCHANGE TRADED F
8.72%
Shares1.2M
Event2026-06-30
Filed2026-08-03
ISHARES TR
ISHARES TR
5.70%
Shares982.6K
Event2026-06-30
Filed2026-08-03
FDVV
FIDELITY COVINGTON TRUST
8.79%
Shares1.4M
Event2026-06-30
Filed2026-08-03
QQQ
INVESCO QQQ TR
4.21%
Shares111.2K
Event2026-06-30
Filed2026-08-03
AAPL
APPLE INC
5.22%
Shares249.9K
Event2026-06-30
Filed2026-08-03
GOVT
ISHARES TR
18.82%
Shares3.0M
Event2026-06-30
Filed2026-08-03
IYG
ISHARES TR
-17.45%
Shares739.8K
Event2026-06-30
Filed2026-08-03
NVDA
NVIDIA CORPORATION
5.90%
Shares326.6K
Event2026-06-30
Filed2026-08-03
IEI
ISHARES TR
10.18%
Shares536.9K
Event2026-06-30
Filed2026-08-03
ABLD
ABACUS FCF ETF TR
14.14%
Shares2.1M
Event2026-06-30
Filed2026-08-03
IYK
ISHARES TR
-13.48%
Shares779.2K
Event2026-06-30
Filed2026-08-03
TLH
ISHARES TR
7.48%
Shares561.9K
Event2026-06-30
Filed2026-08-03
INMU
BLACKROCK ETF TRUST II
13.81%
Shares2.1M
Event2026-06-30
Filed2026-08-03
MSFT
MICROSOFT CORP
3.93%
Shares124.1K
Event2026-06-30
Filed2026-08-03
IVW
ISHARES TR
2.02%
Shares294.4K
Event2026-06-30
Filed2026-08-03
IEMG
ISHARES INC
-0.48%
Shares483.8K
Event2026-06-30
Filed2026-08-03
ITA
ISHARES TR
10.08%
Shares161.3K
Event2026-06-30
Filed2026-08-03
AMZN
AMAZON COM INC
5.59%
Shares146.7K
Event2026-06-30
Filed2026-08-03
BROADCOM INC
BROADCOM INC
1.26%
Shares90.6K
Event2026-06-30
Filed2026-08-03
IAU
ISHARES GOLD TR
4.59%
Shares414.0K
Event2026-06-30
Filed2026-08-03
GOOGL
ALPHABET INC
5.19%
Shares85.1K
Event2026-06-30
Filed2026-08-03
IJH
ISHARES TR
-1.01%
Shares361.9K
Event2026-06-30
Filed2026-08-03
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
2.43%
Shares75.9K
Event2026-06-30
Filed2026-08-03
IYW
ISHARES TR
-9.03%
Shares94.4K
Event2026-06-30
Filed2026-08-03
MUB
ISHARES TR
2.68%
Shares219.6K
Event2026-06-30
Filed2026-08-03
SPDR S&P 500 ETF TR
SPDR S&P 500 ETF TR
349.39%
Shares31.4K
Event2026-06-30
Filed2026-08-03
ITOT
ISHARES TR
-0.94%
Shares139.1K
Event2026-06-30
Filed2026-08-03
MTUM
ISHARES TR
-2.66%
Shares64.4K
Event2026-06-30
Filed2026-08-03
USMV
ISHARES TR
-7.62%
Shares224.7K
Event2026-06-30
Filed2026-08-03
VTEB
VANGUARD MUN BD FDS
-0.23%
Shares422.8K
Event2026-06-30
Filed2026-08-03
WMT
WALMART INC
3.26%
Shares185.1K
Event2026-06-30
Filed2026-08-03
GOOG
ALPHABET INC
3.24%
Shares58.7K
Event2026-06-30
Filed2026-08-03
IWF
ISHARES TR
302.79%
Shares162.1K
Event2026-06-30
Filed2026-08-03
CAT
CATERPILLAR INC
1.40%
Shares18.5K
Event2026-06-30
Filed2026-08-03
VO
VANGUARD INDEX FDS
293.68%
Shares237.3K
Event2026-06-30
Filed2026-08-03
JBND
J P MORGAN EXCHANGE TRADED F
1.52%
Shares349.7K
Event2026-06-30
Filed2026-08-03
JMUB
J P MORGAN EXCHANGE TRADED F
45.04%
Shares359.3K
Event2026-06-30
Filed2026-08-03
SCHX
SCHWAB STRATEGIC TR
New
Shares609.7K
Event2026-06-30
Filed2026-08-03
MU
MICRON TECHNOLOGY INC
10.54%
Shares15.5K
Event2026-06-30
Filed2026-08-03
IJR
ISHARES TR
-1.69%
Shares119.2K
Event2026-06-30
Filed2026-08-03
META PLATFORMS INC
META PLATFORMS INC
-3.00%
Shares29.7K
Event2026-06-30
Filed2026-08-03
IGM
ISHARES TR
-2.25%
Shares100.9K
Event2026-06-30
Filed2026-08-03
TSLA
TESLA INC
2.07%
Shares38.5K
Event2026-06-30
Filed2026-08-03
QUAL
ISHARES TR
0.59%
Shares72.6K
Event2026-06-30
Filed2026-08-03
AMD
ADVANCED MICRO DEVICES INC
7.95%
Shares27.1K
Event2026-06-30
Filed2026-08-03
OEF
ISHARES TR
0.50%
Shares39.6K
Event2026-06-30
Filed2026-08-03
BRK.B
BERKSHIRE HATHAWAY INC DEL
2.55%
Shares28.1K
Event2026-06-30
Filed2026-08-03
IWD
ISHARES TR
-0.36%
Shares55.8K
Event2026-06-30
Filed2026-08-03
VISA INC
VISA INC
0.80%
Shares38.9K
Event2026-06-30
Filed2026-08-03
LLY
LILLY ELI & CO
6.55%
Shares11.0K
Event2026-06-30
Filed2026-08-03
HD
HOME DEPOT INC
-7.85%
Shares35.8K
Event2026-06-30
Filed2026-08-03
CGUS
CAPITAL GROUP CORE EQUITY ET
-1.31%
Shares276.4K
Event2026-06-30
Filed2026-08-03
JNJ
JOHNSON & JOHNSON
-2.24%
Shares46.6K
Event2026-06-30
Filed2026-08-03
JCPB
J P MORGAN EXCHANGE TRADED F
9.06%
Shares250.8K
Event2026-06-30
Filed2026-08-03
IDEV
ISHARES TR
-2.60%
Shares128.9K
Event2026-06-30
Filed2026-08-03
TAFI
AB ACTIVE ETFS INC
11.67%
Shares436.6K
Event2026-06-30
Filed2026-08-03
DGRO
ISHARES TR
1.75%
Shares143.3K
Event2026-06-30
Filed2026-08-03
GS
GOLDMAN SACHS GROUP INC
0.59%
Shares10.5K
Event2026-06-30
Filed2026-08-03
ICLN
ISHARES TR
-1.84%
Shares517.2K
Event2026-06-30
Filed2026-08-03
SMMU
PIMCO ETF TR
-22.06%
Shares207.8K
Event2026-06-30
Filed2026-08-03
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-1.85%
Shares21.9K
Event2026-06-30
Filed2026-08-03
CGGR
CAPITAL GROUP GROWTH ETF
2.25%
Shares220.4K
Event2026-06-30
Filed2026-08-03
SCHV
SCHWAB STRATEGIC TR
1.32%
Shares288.2K
Event2026-06-30
Filed2026-08-03
VEA
VANGUARD TAX-MANAGED FDS
3.91%
Shares139.6K
Event2026-06-30
Filed2026-08-03
ABBVIE INC
ABBVIE INC
3.10%
Shares39.0K
Event2026-06-30
Filed2026-08-03
PM
PHILIP MORRIS INTL INC
2.46%
Shares54.0K
Event2026-06-30
Filed2026-08-03
PAB
PGIM ETF TR
7.07%
Shares228.3K
Event2026-06-30
Filed2026-08-03
EXXON MOBIL CORP
EXXON MOBIL CORP
New
Shares67.6K
Event2026-06-30
Filed2026-08-03
FQAL
FIDELITY COVINGTON TRUST
-3.65%
Shares110.4K
Event2026-06-30
Filed2026-08-03
DIVO
AMPLIFY ETF TR
-0.26%
Shares194.3K
Event2026-06-30
Filed2026-08-03
MRK
MERCK & CO INC
1.74%
Shares67.5K
Event2026-06-30
Filed2026-08-03
MUNI
PIMCO ETF TR
-10.44%
Shares162.9K
Event2026-06-30
Filed2026-08-03
VANGUARD INDEX FDS
VANGUARD INDEX FDS
13.52%
Shares22.9K
Event2026-06-30
Filed2026-08-03
CVX
CHEVRON CORP NEW
3.91%
Shares50.8K
Event2026-06-30
Filed2026-08-03
TJX
TJX COS INC NEW
0.09%
Shares55.3K
Event2026-06-30
Filed2026-08-03
ETN
EATON CORP PLC
0.31%
Shares19.5K
Event2026-06-30
Filed2026-08-03
JGRO
J P MORGAN EXCHANGE TRADED F
9.68%
Shares83.4K
Event2026-06-30
Filed2026-08-03
APPLIED MATLS INC
APPLIED MATLS INC
3.17%
Shares11.3K
Event2026-06-30
Filed2026-08-03
IBM
INTERNATIONAL BUSINESS MACHS
-2.82%
Shares28.9K
Event2026-06-30
Filed2026-08-03
FEOE
RBB FUND TRUST
5.38%
Shares152.1K
Event2026-06-30
Filed2026-08-03
IUSB
ISHARES TR
-31.79%
Shares172.0K
Event2026-06-30
Filed2026-08-03
RAYTHEON TECHNOLOGIES CORP
RAYTHEON TECHNOLOGIES CORP
-17.08%
Shares41.6K
Event2026-06-30
Filed2026-08-03
EFG
ISHARES TR
-0.52%
Shares63.1K
Event2026-06-30
Filed2026-08-03
BOND
PIMCO ETF TR
-15.52%
Shares84.8K
Event2026-06-30
Filed2026-08-03
COSTCO WHSL CORP NEW
COSTCO WHSL CORP NEW
-0.56%
Shares8.3K
Event2026-06-30
Filed2026-08-03
AXP
AMERICAN EXPRESS CO
0.15%
Shares22.6K
Event2026-06-30
Filed2026-08-03
KO
COCA COLA CO
21.62%
Shares91.4K
Event2026-06-30
Filed2026-08-03
IEF
ISHARES TR
50.69%
Shares78.4K
Event2026-06-30
Filed2026-08-03
CISCO SYS INC
CISCO SYS INC
3.60%
Shares62.0K
Event2026-06-30
Filed2026-08-03
MPC
MARATHON PETE CORP
2.08%
Shares27.9K
Event2026-06-30
Filed2026-08-03
INTC
INTEL CORP
43.32%
Shares50.7K
Event2026-06-30
Filed2026-08-03
VB
VANGUARD INDEX FDS
182.52%
Shares23.0K
Event2026-06-30
Filed2026-08-03
PSC
PRINCIPAL EXCHANGE TRADED FD
-4.82%
Shares97.1K
Event2026-06-30
Filed2026-08-03
LRCX
LAM RESEARCH CORP
4.24%
Shares15.5K
Event2026-06-30
Filed2026-08-03
GEV
GE VERNOVA INC
-1.46%
Shares5.7K
Event2026-06-30
Filed2026-08-03
AMGN
AMGEN INC
1.37%
Shares18.3K
Event2026-06-30
Filed2026-08-03
CGBL
CAPITAL GROUP CORE BALANCED
5.82%
Shares173.6K
Event2026-06-30
Filed2026-08-03
BAC
BANK AMERICA CORP
3.56%
Shares115.5K
Event2026-06-30
Filed2026-08-03
CME
CME GROUP INC
18.90%
Shares29.7K
Event2026-06-30
Filed2026-08-03
ADI
ANALOG DEVICES INC
1.78%
Shares15.7K
Event2026-06-30
Filed2026-08-03
INTF
ISHARES TR
-3.53%
Shares148.9K
Event2026-06-30
Filed2026-08-03
KLAC
KLA CORP
873.57%
Shares19.7K
Event2026-06-30
Filed2026-08-03
MCD
MCDONALDS CORP
-10.95%
Shares21.8K
Event2026-06-30
Filed2026-08-03
MO
ALTRIA GROUP INC
4.17%
Shares79.7K
Event2026-06-30
Filed2026-08-03
GE
GENERAL ELECTRIC CO
-1.99%
Shares14.7K
Event2026-06-30
Filed2026-08-03
SCHG
SCHWAB STRATEGIC TR
515.57%
Shares161.5K
Event2026-06-30
Filed2026-08-03
CGGO
CAPITAL GROUP GBL GROWTH EQT
0.30%
Shares128.3K
Event2026-06-30
Filed2026-08-03
CGDV
CAPITAL GROUP DIVIDEND VALUE
3.99%
Shares109.4K
Event2026-06-30
Filed2026-08-03
QCOC
FIRST TR EXCHNG TRADED FD VI
-4.59%
Shares223.0K
Event2026-06-30
Filed2026-08-03
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
34.60%
Shares12.7K
Event2026-06-30
Filed2026-08-03
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-4.29%
Shares10.2K
Event2026-06-30
Filed2026-08-03
PG
PROCTER AND GAMBLE CO
8.81%
Shares35.6K
Event2026-06-30
Filed2026-08-03
SOUTHERN CO
SOUTHERN CO
3.49%
Shares52.5K
Event2026-06-30
Filed2026-08-03
IVLU
ISHARES TR
8.21%
Shares120.0K
Event2026-06-30
Filed2026-08-03
ESGU
ISHARES TR
-0.02%
Shares30.6K
Event2026-06-30
Filed2026-08-03
MS
MORGAN STANLEY
3.80%
Shares23.2K
Event2026-06-30
Filed2026-08-03
JIVE
J P MORGAN EXCHANGE TRADED F
1.08%
Shares52.4K
Event2026-06-30
Filed2026-08-03
TLT
ISHARES TR
-28.04%
Shares54.7K
Event2026-06-30
Filed2026-08-03
DUK
DUKE ENERGY CORP NEW
4.38%
Shares37.2K
Event2026-06-30
Filed2026-08-03
C
CITIGROUP INC
2.15%
Shares31.8K
Event2026-06-30
Filed2026-08-03
SDY
SPDR SER TR
-3.03%
Shares29.1K
Event2026-06-30
Filed2026-08-03
IWM
ISHARES TR
-0.12%
Shares14.6K
Event2026-06-30
Filed2026-08-03
TXN
TEXAS INSTRS INC
11.67%
Shares14.7K
Event2026-06-30
Filed2026-08-03
GOCT
FIRST TR EXCHNG TRADED FD VI
-2.78%
Shares105.0K
Event2026-06-30
Filed2026-08-03
VZ
VERIZON COMMUNICATIONS INC
6.05%
Shares100.8K
Event2026-06-30
Filed2026-08-03
NEXTERA ENERGY INC
NEXTERA ENERGY INC
3.13%
Shares47.0K
Event2026-06-30
Filed2026-08-03
MDY
SPDR S&P MIDCAP 400 ETF TR
-0.46%
Shares5.8K
Event2026-06-30
Filed2026-08-03
VIG
VANGUARD SPECIALIZED FUNDS
-1.76%
Shares17.3K
Event2026-06-30
Filed2026-08-03
MSI
MOTOROLA SOLUTIONS INC
-2.50%
Shares9.8K
Event2026-06-30
Filed2026-08-03
BIL
SPDR SERIES TRUST
33.51%
Shares44.0K
Event2026-06-30
Filed2026-08-03
VT
VANGUARD INTL EQUITY INDEX F
4.46%
Shares25.6K
Event2026-06-30
Filed2026-08-03
UNP
UNION PAC CORP
-0.78%
Shares14.7K
Event2026-06-30
Filed2026-08-03
HCA
HCA HEALTHCARE INC
-4.42%
Shares10.2K
Event2026-06-30
Filed2026-08-03
ASML
ASML HOLDING N V
1.57%
Shares2.0K
Event2026-06-30
Filed2026-08-03
GLW
CORNING INC
-2.70%
Shares15.5K
Event2026-06-30
Filed2026-08-03
WFC
WELLS FARGO CO NEW
-5.84%
Shares47.6K
Event2026-06-30
Filed2026-08-03
CMI
CUMMINS INC
3.72%
Shares5.5K
Event2026-06-30
Filed2026-08-03
CHUBB LIMITED
CHUBB LIMITED
-3.39%
Shares11.4K
Event2026-06-30
Filed2026-08-03
GPIX
GOLDMAN SACHS ETF TR
10.02%
Shares66.6K
Event2026-06-30
Filed2026-08-03
JIG
J P MORGAN EXCHANGE TRADED F
1.30%
Shares42.4K
Event2026-06-30
Filed2026-08-03
ZALT
INNOVATOR ETFS TRUST
7.98%
Shares108.9K
Event2026-06-30
Filed2026-08-03
VUG
VANGUARD INDEX FDS
550.91%
Shares42.8K
Event2026-06-30
Filed2026-08-03
APH
AMPHENOL CORP NEW
-2.18%
Shares20.7K
Event2026-06-30
Filed2026-08-03
ORACLE CORP
ORACLE CORP
13.06%
Shares24.8K
Event2026-06-30
Filed2026-08-03
FDX
FEDEX CORP
22.42%
Shares11.6K
Event2026-06-30
Filed2026-08-03
TT
TRANE TECHNOLOGIES PLC
-4.05%
Shares7.2K
Event2026-06-30
Filed2026-08-03
SNDK
SANDISK CORP
30.49%
Shares1.5K
Event2026-06-30
Filed2026-08-03
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
-1.61%
Shares29.3K
Event2026-06-30
Filed2026-08-03
NSC
NORFOLK SOUTHN CORP
13.98%
Shares10.8K
Event2026-06-30
Filed2026-08-03
QQQM
INVESCO EXCH TRADED FD TR II
35.14%
Shares11.1K
Event2026-06-30
Filed2026-08-03
NETFLIX INC
NETFLIX INC
-15.30%
Shares46.8K
Event2026-06-30
Filed2026-08-03
LIN
LINDE PLC
2.31%
Shares6.4K
Event2026-06-30
Filed2026-08-03
JOHNSON CTLS INTL PLC
JOHNSON CTLS INTL PLC
-1.59%
Shares22.5K
Event2026-06-30
Filed2026-08-03
DE
DEERE & CO
0.69%
Shares5.1K
Event2026-06-30
Filed2026-08-03
FREEPORT-MCMORAN INC
FREEPORT-MCMORAN INC
132.60%
Shares48.7K
Event2026-06-30
Filed2026-08-03
JMST
J P MORGAN EXCHANGE TRADED F
-19.54%
Shares59.5K
Event2026-06-30
Filed2026-08-03
USHY
ISHARES TR
-8.12%
Shares81.5K
Event2026-06-30
Filed2026-08-03
VGT
VANGUARD WORLD FDS
753.68%
Shares25.1K
Event2026-06-30
Filed2026-08-03
SMMV
ISHARES TR
-2.90%
Shares64.4K
Event2026-06-30
Filed2026-08-03
MRVL
MARVELL TECHNOLOGY INC
13.03%
Shares9.8K
Event2026-06-30
Filed2026-08-03
PANW
PALO ALTO NETWORKS INC
24.98%
Shares8.5K
Event2026-06-30
Filed2026-08-03
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
14.41%
Shares3.8K
Event2026-06-30
Filed2026-08-03
HYG
ISHARES TR
5.23%
Shares36.1K
Event2026-06-30
Filed2026-08-03
EFA
ISHARES TR
26.47%
Shares27.6K
Event2026-06-30
Filed2026-08-03
EUSA
ISHARES INC
31.03%
Shares24.9K
Event2026-06-30
Filed2026-08-03
QDVO
AMPLIFY ETF TR
6.74%
Shares94.8K
Event2026-06-30
Filed2026-08-03
GILD
GILEAD SCIENCES INC
-9.10%
Shares21.9K
Event2026-06-30
Filed2026-08-03
IDVO
AMPLIFY ETF TR
11.14%
Shares65.1K
Event2026-06-30
Filed2026-08-03
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
13.19%
Shares2.8K
Event2026-06-30
Filed2026-08-03
ADM
ARCHER DANIELS MIDLAND CO
204.29%
Shares35.0K
Event2026-06-30
Filed2026-08-03
BBUS
J P MORGAN EXCHANGE TRADED F
New
Shares19.5K
Event2026-06-30
Filed2026-08-03
ROYAL CARIBBEAN GROUP
ROYAL CARIBBEAN GROUP
-4.15%
Shares8.0K
Event2026-06-30
Filed2026-08-03
USB
US BANCORP DEL
7.68%
Shares41.5K
Event2026-06-30
Filed2026-08-03
HDV
ISHARES TR
377.24%
Shares91.5K
Event2026-06-30
Filed2026-08-03
AEM
AGNICO EAGLE MINES LTD
1.22%
Shares16.0K
Event2026-06-30
Filed2026-08-03
CGDG
CAPITAL GROUP DIVIDEND GROWE
13.47%
Shares65.1K
Event2026-06-30
Filed2026-08-03
O
REALTY INCOME CORP
-6.28%
Shares39.2K
Event2026-06-30
Filed2026-08-03
PH
PARKER-HANNIFIN CORP
-5.11%
Shares2.5K
Event2026-06-30
Filed2026-08-03
VYM
VANGUARD WHITEHALL FDS
-1.64%
Shares14.9K
Event2026-06-30
Filed2026-08-03
BA
BOEING CO
-2.33%
Shares10.7K
Event2026-06-30
Filed2026-08-03
WDC
WESTERN DIGITAL CORP
-10.02%
Shares3.6K
Event2026-06-30
Filed2026-08-03
T
AT&T INC
-10.66%
Shares111.7K
Event2026-06-30
Filed2026-08-03
HSBC
HSBC HLDGS PLC
1.80%
Shares24.1K
Event2026-06-30
Filed2026-08-03
CRM
SALESFORCE INC
-14.91%
Shares14.5K
Event2026-06-30
Filed2026-08-03
FLQL
FRANKLIN TEMPLETON ETF TR
-9.36%
Shares28.8K
Event2026-06-30
Filed2026-08-03
BALT
INNOVATOR ETFS TRUST
20.05%
Shares65.6K
Event2026-06-30
Filed2026-08-03
PEP
PEPSICO INC
-9.67%
Shares16.3K
Event2026-06-30
Filed2026-08-03
VFLO
VICTORY PORTFOLIOS II
9.12%
Shares47.8K
Event2026-06-30
Filed2026-08-03
IMCG
ISHARES TR
0.09%
Shares22.2K
Event2026-06-30
Filed2026-08-03
ANET
ARISTA NETWORKS INC
10.23%
Shares12.8K
Event2026-06-30
Filed2026-08-03
S&P GLOBAL INC
S&P GLOBAL INC
2.85%
Shares5.3K
Event2026-06-30
Filed2026-08-03
PLD
PROLOGIS INC.
10.35%
Shares16.0K
Event2026-06-30
Filed2026-08-03
NXP SEMICONDUCTORS N V
NXP SEMICONDUCTORS N V
-2.68%
Shares7.6K
Event2026-06-30
Filed2026-08-03
IWR
ISHARES TR
7.62%
Shares19.2K
Event2026-06-30
Filed2026-08-03
APD
AIR PRODS & CHEMS INC
0.50%
Shares7.0K
Event2026-06-30
Filed2026-08-03
COWZ
PACER FDS TR
-4.56%
Shares33.0K
Event2026-06-30
Filed2026-08-03
PNC
PNC FINL SVCS GROUP INC
4.33%
Shares8.3K
Event2026-06-30
Filed2026-08-03
DRI
DARDEN RESTAURANTS INC
4.45%
Shares9.9K
Event2026-06-30
Filed2026-08-03
PSDM
PGIM ETF TR
2.36%
Shares39.8K
Event2026-06-30
Filed2026-08-03
BLK
BLACKROCK INC
-5.13%
Shares2.1K
Event2026-06-30
Filed2026-08-03
DELL
DELL TECHNOLOGIES INC
-1.96%
Shares4.6K
Event2026-06-30
Filed2026-08-03
LOW
LOWES COS INC
-19.28%
Shares9.0K
Event2026-06-30
Filed2026-08-03
WMB
WILLIAMS COS INC
-1.53%
Shares26.6K
Event2026-06-30
Filed2026-08-03
CGGE
CAPITAL GROUP GLOBAL EQUITY
6.24%
Shares55.5K
Event2026-06-30
Filed2026-08-03
TMO
THERMO FISHER SCIENTIFIC INC
-12.70%
Shares3.8K
Event2026-06-30
Filed2026-08-03
SPMO
INVESCO EXCH TRADED FD TR II
14.91%
Shares11.9K
Event2026-06-30
Filed2026-08-03
XLK
SELECT SECTOR SPDR TR
-4.57%
Shares9.9K
Event2026-06-30
Filed2026-08-03
JVAL
J P MORGAN EXCHANGE TRADED F
-1.27%
Shares32.2K
Event2026-06-30
Filed2026-08-03
DIS
DISNEY WALT CO
10.13%
Shares19.6K
Event2026-06-30
Filed2026-08-03
ACWX
ISHARES TR
1.68%
Shares24.7K
Event2026-06-30
Filed2026-08-03
ALL
ALLSTATE CORP
1.95%
Shares7.8K
Event2026-06-30
Filed2026-08-03
CVS
CVS HEALTH CORP
14.37%
Shares18.0K
Event2026-06-30
Filed2026-08-03
QCOM
QUALCOMM INC
-0.22%
Shares10.1K
Event2026-06-30
Filed2026-08-03
LCTU
BLACKROCK ETF TRUST
-0.28%
Shares22.9K
Event2026-06-30
Filed2026-08-03
ETR
ENTERGY CORP NEW
5.12%
Shares16.0K
Event2026-06-30
Filed2026-08-03
UPS
UNITED PARCEL SERVICE INC
3.25%
Shares16.4K
Event2026-06-30
Filed2026-08-03
MAR
MARRIOTT INTL INC NEW
4.57%
Shares4.7K
Event2026-06-30
Filed2026-08-03
ABT
ABBOTT LABS
-27.01%
Shares19.0K
Event2026-06-30
Filed2026-08-03
CGNG
CAPITAL GROUP NEW GEOGRAPHY
113.87%
Shares45.9K
Event2026-06-30
Filed2026-08-03
DDEC
FIRST TR EXCHNG TRADED FD VI
-0.06%
Shares36.1K
Event2026-06-30
Filed2026-08-03
NEM
NEWMONT CORP
3.08%
Shares18.2K
Event2026-06-30
Filed2026-08-03
COF
CAPITAL ONE FINL CORP
0.34%
Shares8.5K
Event2026-06-30
Filed2026-08-03
VRTX
VERTEX PHARMACEUTICALS INC
-6.93%
Shares3.4K
Event2026-06-30
Filed2026-08-03
BKNG
BOOKING HOLDINGS INC
2763.11%
Shares9.4K
Event2026-06-30
Filed2026-08-03
GD
GENERAL DYNAMICS CORP
-0.65%
Shares4.7K
Event2026-06-30
Filed2026-08-03
WELL
WELLTOWER INC
6.49%
Shares7.3K
Event2026-06-30
Filed2026-08-03
AEP
AMERICAN ELEC PWR CO INC
-0.14%
Shares12.2K
Event2026-06-30
Filed2026-08-03
NVS
NOVARTIS AG
-5.12%
Shares10.6K
Event2026-06-30
Filed2026-08-03
ADP
AUTOMATIC DATA PROCESSING INC
16.81%
Shares7.3K
Event2026-06-30
Filed2026-08-03
FTNT
FORTINET INC
5.13%
Shares10.7K
Event2026-06-30
Filed2026-08-03
WASTE MGMT INC DEL
WASTE MGMT INC DEL
5.73%
Shares7.3K
Event2026-06-30
Filed2026-08-03
CDNS
CADENCE DESIGN SYSTEM INC
6.48%
Shares4.4K
Event2026-06-30
Filed2026-08-03
ASTRAZENECA PLC
ASTRAZENECA PLC
-14.48%
Shares8.6K
Event2026-06-30
Filed2026-08-03
MEAR
ISHARES U S ETF TR
438.99%
Shares32.3K
Event2026-06-30
Filed2026-08-03
JEPI
J P MORGAN EXCHANGE TRADED F
4.49%
Shares28.7K
Event2026-06-30
Filed2026-08-03
CGMM
CAPITAL GROUP EQUITY ETF TR
3.36%
Shares48.8K
Event2026-06-30
Filed2026-08-03
BMY
BRISTOL-MYERS SQUIBB CO
9.96%
Shares27.9K
Event2026-06-30
Filed2026-08-03
SBUX
STARBUCKS CORP
0.33%
Shares15.6K
Event2026-06-30
Filed2026-08-03
COP
CONOCOPHILLIPS
-2.17%
Shares15.3K
Event2026-06-30
Filed2026-08-03
TAFM
AB ACTIVE ETFS INC
94.19%
Shares62.1K
Event2026-06-30
Filed2026-08-03
UBER
UBER TECHNOLOGIES INC
-9.31%
Shares22.1K
Event2026-06-30
Filed2026-08-03
CCL
CARNIVAL CORP LTD
New
Shares55.5K
Event2026-06-30
Filed2026-08-03
NFLT
ETFIS SER TR I
1.27%
Shares68.4K
Event2026-06-30
Filed2026-08-03
BK
BANK NEW YORK MELLON CORP
11.35%
Shares10.8K
Event2026-06-30
Filed2026-08-03
PHYL
PGIM ETF TR
1.31%
Shares44.8K
Event2026-06-30
Filed2026-08-03
VV
VANGUARD INDEX FDS
-5.23%
Shares4.5K
Event2026-06-30
Filed2026-08-03
PDEC
INNOVATOR ETFS TRUST
-13.24%
Shares33.5K
Event2026-06-30
Filed2026-08-03
RSP
INVESCO EXCHANGE TRADED FD T
28.30%
Shares7.1K
Event2026-06-30
Filed2026-08-03
IXUS
ISHARES TR
-2.34%
Shares15.9K
Event2026-06-30
Filed2026-08-03
SCHD
SCHWAB STRATEGIC TR
4.85%
Shares47.6K
Event2026-06-30
Filed2026-08-03
BRK.A
BERKSHIRE HATHAWAY INC DEL
-50.00%
Shares2
Event2026-06-30
Filed2026-08-03
NOC
NORTHROP GRUMMAN CORP
-4.84%
Shares2.9K
Event2026-06-30
Filed2026-08-03
HWM
HOWMET AEROSPACE INC
-2.07%
Shares5.5K
Event2026-06-30
Filed2026-08-03
HLT
HILTON WORLDWIDE HLDGS INC
4.28%
Shares4.5K
Event2026-06-30
Filed2026-08-03
AAAU
GOLDMAN SACHS PHYSICAL GOLD
206.68%
Shares37.0K
Event2026-06-30
Filed2026-08-03
IEV
ISHARES TR
-3.55%
Shares20.0K
Event2026-06-30
Filed2026-08-03
PFE
PFIZER INC
-22.70%
Shares60.3K
Event2026-06-30
Filed2026-08-03
EQIX
EQUINIX INC
39.70%
Shares1.4K
Event2026-06-30
Filed2026-08-03
DBEF
DBX ETF TR
9.00%
Shares26.3K
Event2026-06-30
Filed2026-08-03
BX
BLACKSTONE INC
17.27%
Shares12.2K
Event2026-06-30
Filed2026-08-03
SHW
SHERWIN WILLIAMS CO
1.57%
Shares4.1K
Event2026-06-30
Filed2026-08-03
PGR
PROGRESSIVE CORP
17.01%
Shares6.5K
Event2026-06-30
Filed2026-08-03
RY
ROYAL BK CDA
0.56%
Shares6.8K
Event2026-06-30
Filed2026-08-03
BTI
BRITISH AMERN TOB PLC
4.17%
Shares22.9K
Event2026-06-30
Filed2026-08-03
IGEB
ISHARES TR
2.71%
Shares31.0K
Event2026-06-30
Filed2026-08-03
AOA
ISHARES TR
-1.43%
Shares14.2K
Event2026-06-30
Filed2026-08-03
TMUS
T-MOBILE US INC
54.03%
Shares8.2K
Event2026-06-30
Filed2026-08-03
HYMB
SPDR SERIES TRUST
-4.86%
Shares54.3K
Event2026-06-30
Filed2026-08-03
ENB
ENBRIDGE INC
-4.90%
Shares25.4K
Event2026-06-30
Filed2026-08-03
SFLR
INNOVATOR ETFS TRUST
8.18%
Shares35.5K
Event2026-06-30
Filed2026-08-03
SCHW
SCHWAB CHARLES CORP
-20.26%
Shares14.7K
Event2026-06-30
Filed2026-08-03
BHP
BHP BILLITON LIMITED
1.84%
Shares16.2K
Event2026-06-30
Filed2026-08-03
CL
COLGATE PALMOLIVE CO
18.41%
Shares14.6K
Event2026-06-30
Filed2026-08-03
ITW
ILLINOIS TOOL WKS INC
-15.88%
Shares4.9K
Event2026-06-30
Filed2026-08-03
DSI
ISHARES TR
0.20%
Shares9.4K
Event2026-06-30
Filed2026-08-03
GM
GENERAL MTRS CO
5.61%
Shares17.2K
Event2026-06-30
Filed2026-08-03
TFC
TRUIST FINL CORP
-4.22%
Shares26.6K
Event2026-06-30
Filed2026-08-03
VLO
VALERO ENERGY CORP
4.49%
Shares5.1K
Event2026-06-30
Filed2026-08-03
BND
VANGUARD BD INDEX FDS
10.78%
Shares17.6K
Event2026-06-30
Filed2026-08-03
EMR
EMERSON ELEC CO
-12.17%
Shares9.0K
Event2026-06-30
Filed2026-08-03
URI
UNITED RENTALS INC
18.23%
Shares1.1K
Event2026-06-30
Filed2026-08-03
VBK
VANGUARD INDEX FDS
-0.32%
Shares3.4K
Event2026-06-30
Filed2026-08-03
TRAVELERS COMPANIES INC
TRAVELERS COMPANIES INC
8.19%
Shares3.8K
Event2026-06-30
Filed2026-08-03
QUANTA SVCS INC
QUANTA SVCS INC
3.40%
Shares1.7K
Event2026-06-30
Filed2026-08-03
MGK
VANGUARD WORLD FD
425.37%
Shares14.1K
Event2026-06-30
Filed2026-08-03
VXUS
VANGUARD STAR FDS
-0.07%
Shares14.2K
Event2026-06-30
Filed2026-08-03
EMB
ISHARES TR
-11.72%
Shares12.6K
Event2026-06-30
Filed2026-08-03
APPLOVIN CORP
APPLOVIN CORP
26.30%
Shares2.3K
Event2026-06-30
Filed2026-08-03
BANCO SANTANDER SA
BANCO SANTANDER SA
3.28%
Shares87.2K
Event2026-06-30
Filed2026-08-03
MNST
MONSTER BEVERAGE CORP NEW
2.36%
Shares12.4K
Event2026-06-30
Filed2026-08-03
BDEC
INNOVATOR ETFS TRUST
0.00%
Shares22.3K
Event2026-06-30
Filed2026-08-03
IWO
ISHARES TR
2.94%
Shares3.0K
Event2026-06-30
Filed2026-08-03
MBB
ISHARES TR
17.40%
Shares12.5K
Event2026-06-30
Filed2026-08-03
SHEL
SHELL PLC
-6.97%
Shares15.2K
Event2026-06-30
Filed2026-08-03
CSX
CSX CORP
13.52%
Shares24.7K
Event2026-06-30
Filed2026-08-03
IOO
ISHARES TR
-1.57%
Shares8.5K
Event2026-06-30
Filed2026-08-03
EBAY
EBAY INC.
9.32%
Shares10.3K
Event2026-06-30
Filed2026-08-03
FANG
DIAMONDBACK ENERGY INC
-7.74%
Shares6.5K
Event2026-06-30
Filed2026-08-03
DAL
DELTA AIR LINES INC
2.53%
Shares12.1K
Event2026-06-30
Filed2026-08-03
ROST
ROSS STORES INC
-0.58%
Shares5.3K
Event2026-06-30
Filed2026-08-03
VTV
VANGUARD INDEX FDS
5.51%
Shares5.2K
Event2026-06-30
Filed2026-08-03
HOOD
ROBINHOOD MKTS INC
-0.04%
Shares11.2K
Event2026-06-30
Filed2026-08-03
RF
REGIONS FINANCIAL CORP NEW
11.26%
Shares37.1K
Event2026-06-30
Filed2026-08-03
GWW
GRAINGER W W INC
3.14%
Shares822
Event2026-06-30
Filed2026-08-03
SPG
SIMON PPTY GROUP INC NEW
15.93%
Shares5.0K
Event2026-06-30
Filed2026-08-03
VRT
VERTIV HOLDINGS CO
12.09%
Shares3.3K
Event2026-06-30
Filed2026-08-03
USXF
ISHARES TR
3.91%
Shares16.0K
Event2026-06-30
Filed2026-08-03
MCO
MOODYS CORP
23.88%
Shares2.4K
Event2026-06-30
Filed2026-08-03
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
0.00%
Shares52.1K
Event2026-06-30
Filed2026-08-03
DG
DOLLAR GEN CORP
2.02%
Shares9.5K
Event2026-06-30
Filed2026-08-03
PSX
PHILLIPS 66
0.70%
Shares6.5K
Event2026-06-30
Filed2026-08-03
LHX
L3HARRIS TECHNOLOGIES INC
-4.56%
Shares3.7K
Event2026-06-30
Filed2026-08-03
ISRG
INTUITIVE SURGICAL INC
-22.23%
Shares2.7K
Event2026-06-30
Filed2026-08-03
DOMINION ENERGY INC
DOMINION ENERGY INC
4.78%
Shares15.9K
Event2026-06-30
Filed2026-08-03
ORLY
OREILLY AUTOMOTIVE INC
-22.50%
Shares11.6K
Event2026-06-30
Filed2026-08-03
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
0.00%
Shares52.5K
Event2026-06-30
Filed2026-08-03
CORTEVA INC
CORTEVA INC
0.94%
Shares12.6K
Event2026-06-30
Filed2026-08-03
VONV
VANGUARD SCOTTSDALE FDS
20.15%
Shares10.0K
Event2026-06-30
Filed2026-08-03
KEYS
KEYSIGHT TECHNOLOGIES INC
0.20%
Shares3.0K
Event2026-06-30
Filed2026-08-03
PCAR
PACCAR INC
-0.32%
Shares8.8K
Event2026-06-30
Filed2026-08-03
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares6.1K
Event2026-06-30
Filed2026-08-03
DDFD
INNOVATOR ETFS TRUST
0.00%
Shares52.6K
Event2026-06-30
Filed2026-08-03
IFRA
ISHARES TR
0.00%
Shares16.6K
Event2026-06-30
Filed2026-08-03
DATADOG INC
DATADOG INC
3.17%
Shares4.0K
Event2026-06-30
Filed2026-08-03
EW
EDWARDS LIFESCIENCES CORP
0.11%
Shares11.5K
Event2026-06-30
Filed2026-08-03
PPG
PPG INDS INC
7.12%
Shares8.6K
Event2026-06-30
Filed2026-08-03
SIZE
ISHARES TR
0.00%
Shares5.8K
Event2026-06-30
Filed2026-08-03
DMAR
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares23.2K
Event2026-06-30
Filed2026-08-03
FESM
FIDELITY COVINGTON TRUST
0.84%
Shares21.5K
Event2026-06-30
Filed2026-08-03
TGT
TARGET CORP
6.92%
Shares7.9K
Event2026-06-30
Filed2026-08-03
STT
STATE STR CORP
14.89%
Shares6.1K
Event2026-06-30
Filed2026-08-03
AMT
AMERICAN TOWER CORP NEW
22.95%
Shares6.3K
Event2026-06-30
Filed2026-08-03
MUFG
MITSUBISHI UFJ FINANCIAL GRO
1.67%
Shares51.0K
Event2026-06-30
Filed2026-08-03
3M CO
3M CO
-8.26%
Shares6.2K
Event2026-06-30
Filed2026-08-03
NUE
NUCOR CORP
11.83%
Shares4.5K
Event2026-06-30
Filed2026-08-03
F
FORD MTR CO DEL
0.47%
Shares71.9K
Event2026-06-30
Filed2026-08-03
LMT
LOCKHEED MARTIN CORP
-11.66%
Shares1.9K
Event2026-06-30
Filed2026-08-03
IQV
IQVIA HLDGS INC
-17.07%
Shares5.1K
Event2026-06-30
Filed2026-08-03
SYK
STRYKER CORPORATION
-19.27%
Shares3.1K
Event2026-06-30
Filed2026-08-03
DJUL
FIRST TR EXCHNG TRADED FD VI
-0.07%
Shares19.5K
Event2026-06-30
Filed2026-08-03
SERVICENOW INC
SERVICENOW INC
-20.25%
Shares9.8K
Event2026-06-30
Filed2026-08-03
DHI
D R HORTON INC
15.00%
Shares6.0K
Event2026-06-30
Filed2026-08-03
ICE
INTERCONTINENTAL EXCHANGE INC
-20.11%
Shares7.9K
Event2026-06-30
Filed2026-08-03
EEMV
ISHARES INC
0.04%
Shares12.7K
Event2026-06-30
Filed2026-08-03
MCK
MCKESSON CORP
-5.26%
Shares1.3K
Event2026-06-30
Filed2026-08-03
VFMO
VANGUARD WELLINGTON FD
7.88%
Shares3.8K
Event2026-06-30
Filed2026-08-03
PAYX
PAYCHEX INC
-3.62%
Shares9.6K
Event2026-06-30
Filed2026-08-03
CLOUDFLARE INC
CLOUDFLARE INC
0.50%
Shares3.8K
Event2026-06-30
Filed2026-08-03
MEDTRONIC PLC
MEDTRONIC PLC
-67.18%
Shares11.9K
Event2026-06-30
Filed2026-08-03
WAB
WABTEC
2.84%
Shares3.4K
Event2026-06-30
Filed2026-08-03
WBD
WARNER BROS DISCOVERY INC
-2.37%
Shares34.5K
Event2026-06-30
Filed2026-08-03
KMI
KINDER MORGAN INC DEL
1.22%
Shares28.5K
Event2026-06-30
Filed2026-08-03
PMAR
INNOVATOR ETFS TRUST
97.37%
Shares18.6K
Event2026-06-30
Filed2026-08-03
AFL
AFLAC INC
11.48%
Shares7.6K
Event2026-06-30
Filed2026-08-03
TD
TORONTO DOMINION BK ONT
-2.51%
Shares7.3K
Event2026-06-30
Filed2026-08-03
TTE
TOTALENERGIES SE
-11.92%
Shares11.3K
Event2026-06-30
Filed2026-08-03
BKR
BAKER HUGHES COMPANY
3.18%
Shares15.8K
Event2026-06-30
Filed2026-08-03
CMF
ISHARES TR
3.54%
Shares15.2K
Event2026-06-30
Filed2026-08-03
SNPS
SYNOPSYS INC
-4.10%
Shares2.0K
Event2026-06-30
Filed2026-08-03
ABNB
AIRBNB INC
-13.50%
Shares6.1K
Event2026-06-30
Filed2026-08-03
EPD
ENTERPRISE PRODS PARTNERS L
8.08%
Shares23.8K
Event2026-06-30
Filed2026-08-03
CMCSA
COMCAST CORP NEW
-52.65%
Shares35.6K
Event2026-06-30
Filed2026-08-03
TER
TERADYNE INC
-13.94%
Shares1.8K
Event2026-06-30
Filed2026-08-03
CEG
CONSTELLATION ENERGY CORP
-4.84%
Shares3.5K
Event2026-06-30
Filed2026-08-03
RDVY
FIRST TR EXCHANGE-TRADED FD
3.48%
Shares10.7K
Event2026-06-30
Filed2026-08-03
ED
CONSOLIDATED EDISON INC
4.20%
Shares7.8K
Event2026-06-30
Filed2026-08-03
VOT
VANGUARD INDEX FDS
-0.39%
Shares2.8K
Event2026-06-30
Filed2026-08-03
MDLZ
MONDELEZ INTL INC
26.77%
Shares14.8K
Event2026-06-30
Filed2026-08-03
SLB
SCHLUMBERGER LTD
0.43%
Shares18.4K
Event2026-06-30
Filed2026-08-03
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-1.19%
Shares34.1K
Event2026-06-30
Filed2026-08-03
ARM
ARM HOLDINGS PLC
8.08%
Shares2.4K
Event2026-06-30
Filed2026-08-03
PNFP
PINNACLE FINL PARTNERS INC
1.98%
Shares8.4K
Event2026-06-30
Filed2026-08-03
TPR
TAPESTRY INC
-2.71%
Shares5.7K
Event2026-06-30
Filed2026-08-03
BDX
BECTON DICKINSON & CO
-15.20%
Shares5.5K
Event2026-06-30
Filed2026-08-03
CI
THE CIGNA GROUP
11.76%
Shares3.0K
Event2026-06-30
Filed2026-08-03
IGRO
ISHARES TR
27.59%
Shares9.3K
Event2026-06-30
Filed2026-08-03
VEU
VANGUARD INTL EQUITY INDEX F
-7.92%
Shares9.8K
Event2026-06-30
Filed2026-08-03
AON
AON PLC
13.87%
Shares2.4K
Event2026-06-30
Filed2026-08-03
SHOP
SHOPIFY INC
-17.83%
Shares7.1K
Event2026-06-30
Filed2026-08-03
ELV
ELEVANCE HEALTH INC FORMERLY
86.23%
Shares2.1K
Event2026-06-30
Filed2026-08-03
VLUE
ISHARES TR
10.54%
Shares4.0K
Event2026-06-30
Filed2026-08-03
MET
METLIFE INC
22.07%
Shares9.5K
Event2026-06-30
Filed2026-08-03
WEC
WEC ENERGY GROUP INC
7.09%
Shares6.9K
Event2026-06-30
Filed2026-08-03
GLD
SPDR GOLD TR
6.56%
Shares2.2K
Event2026-06-30
Filed2026-08-03
XLE
SELECT SECTOR SPDR TR
2.64%
Shares15.1K
Event2026-06-30
Filed2026-08-03
UBS
UBS GROUP AG
7.34%
Shares16.1K
Event2026-06-30
Filed2026-08-03
CPRT
COPART INC
-0.06%
Shares28.3K
Event2026-06-30
Filed2026-08-03
DAUG
FIRST TR EXCHNG TRADED FD VI
-6.45%
Shares17.0K
Event2026-06-30
Filed2026-08-03
INTU
INTUIT
-25.19%
Shares3.0K
Event2026-06-30
Filed2026-08-03
JKHY
HENRY JACK & ASSOC INC
-8.37%
Shares5.8K
Event2026-06-30
Filed2026-08-03
AN
AUTONATION INC
0.92%
Shares4.3K
Event2026-06-30
Filed2026-08-03
YUM
YUM BRANDS INC
-8.43%
Shares4.9K
Event2026-06-30
Filed2026-08-03
WSM
WILLIAMS SONOMA INC
2.17%
Shares3.4K
Event2026-06-30
Filed2026-08-03
MPWR
MONOLITHIC PWR SYS INC
1.06%
Shares572
Event2026-06-30
Filed2026-08-03
RIO
RIO TINTO PLC
1.06%
Shares8.3K
Event2026-06-30
Filed2026-08-03
FLEX
FLEX LTD
7.24%
Shares4.8K
Event2026-06-30
Filed2026-08-03
CIEN
CIENA CORP
4.25%
Shares1.6K
Event2026-06-30
Filed2026-08-03
SYY
SYSCO CORP
33.20%
Shares9.3K
Event2026-06-30
Filed2026-08-03
MMC
MARSH & MCLENNAN COS INC
-25.88%
Shares4.6K
Event2026-06-30
Filed2026-08-03
NVO
NOVO-NORDISK A S
26.99%
Shares15.8K
Event2026-06-30
Filed2026-08-03
FAST
FASTENAL CO
-2.37%
Shares15.8K
Event2026-06-30
Filed2026-08-03
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
3.46%
Shares12.2K
Event2026-06-30
Filed2026-08-03
CGXU
CAPITAL GROUP INTL FOCUS EQT
-1.73%
Shares21.7K
Event2026-06-30
Filed2026-08-03
PSA
PUBLIC STORAGE OPER CO
37.60%
Shares2.4K
Event2026-06-30
Filed2026-08-03
DHR
DANAHER CORPORATION
-31.15%
Shares3.9K
Event2026-06-30
Filed2026-08-03
ECL
ECOLAB INC
-11.48%
Shares2.7K
Event2026-06-30
Filed2026-08-03
CARR
CARRIER GLOBAL CORPORATION
1.61%
Shares10.2K
Event2026-06-30
Filed2026-08-03
EXPE
EXPEDIA GROUP INC
5.24%
Shares2.9K
Event2026-06-30
Filed2026-08-03
XYZ
BLOCK INC
51.36%
Shares9.8K
Event2026-06-30
Filed2026-08-03
TCAF
T ROWE PRICE ETF INC
-8.13%
Shares18.0K
Event2026-06-30
Filed2026-08-03
AME
AMETEK INC
-2.61%
Shares3.1K
Event2026-06-30
Filed2026-08-03
OKE
ONEOK INC NEW
16.39%
Shares8.5K
Event2026-06-30
Filed2026-08-03
ALIBABA GROUP HLDG LTD
ALIBABA GROUP HLDG LTD
-21.48%
Shares7.7K
Event2026-06-30
Filed2026-08-03
KKR
KKR & CO INC
3.94%
Shares7.9K
Event2026-06-30
Filed2026-08-03
FIX
COMFORT SYS USA INC
2.80%
Shares367
Event2026-06-30
Filed2026-08-03
SMFG
SUMITOMO MITSUI FIN GRP INC
3.57%
Shares30.7K
Event2026-06-30
Filed2026-08-03
ODFL
OLD DOMINION FREIGHT LINE IN
14.20%
Shares3.3K
Event2026-06-30
Filed2026-08-03
JBL
JABIL INC
9.36%
Shares1.9K
Event2026-06-30
Filed2026-08-03
EOG
EOG RES INC
6.55%
Shares5.5K
Event2026-06-30
Filed2026-08-03
PRU
PRUDENTIAL FINL INC
9.14%
Shares6.6K
Event2026-06-30
Filed2026-08-03
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-10.28%
Shares5.7K
Event2026-06-30
Filed2026-08-03
VWO
VANGUARD INTL EQUITY INDEX F
30.86%
Shares11.8K
Event2026-06-30
Filed2026-08-03
MELI
MERCADOLIBRE INC
5.33%
Shares415
Event2026-06-30
Filed2026-08-03
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares3.1K
Event2026-06-30
Filed2026-08-03
ROK
ROCKWELL AUTOMATION INC
11.16%
Shares1.4K
Event2026-06-30
Filed2026-08-03
VONG
VANGUARD SCOTTSDALE FDS
35.65%
Shares5.5K
Event2026-06-30
Filed2026-08-03
GPIQ
GOLDMAN SACHS ETF TR
127.78%
Shares11.6K
Event2026-06-30
Filed2026-08-03
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares3.1K
Event2026-06-30
Filed2026-08-03
DASH
DOORDASH INC
19.08%
Shares3.7K
Event2026-06-30
Filed2026-08-03
STE
STERIS PLC
-23.01%
Shares3.2K
Event2026-06-30
Filed2026-08-03
CMG
CHIPOTLE MEXICAN GRILL INC
-3.76%
Shares19.9K
Event2026-06-30
Filed2026-08-03
TEL
TE CONNECTIVITY PLC
2.26%
Shares3.3K
Event2026-06-30
Filed2026-08-03
ESGE
ISHARES INC
-18.69%
Shares12.3K
Event2026-06-30
Filed2026-08-03
BCS
BARCLAYS PLC
1.35%
Shares25.1K
Event2026-06-30
Filed2026-08-03
ET
ENERGY TRANSFER L P
37.47%
Shares35.1K
Event2026-06-30
Filed2026-08-03
XLV
SELECT SECTOR SPDR TR
-7.61%
Shares4.2K
Event2026-06-30
Filed2026-08-03
URTH
ISHARES INC
1.39%
Shares3.3K
Event2026-06-30
Filed2026-08-03
SNOWFLAKE INC
SNOWFLAKE INC
-17.27%
Shares2.6K
Event2026-06-30
Filed2026-08-03
ING
ING GROEP N.V.
5.47%
Shares21.2K
Event2026-06-30
Filed2026-08-03
FITB
FIFTH THIRD BANCORP
6.30%
Shares11.8K
Event2026-06-30
Filed2026-08-03
AJG
GALLAGHER ARTHUR J & CO
16.77%
Shares2.9K
Event2026-06-30
Filed2026-08-03
PJUN
INNOVATOR ETFS TRUST
New
Shares15.2K
Event2026-06-30
Filed2026-08-03
SYF
SYNCHRONY FINANCIAL
25.86%
Shares8.6K
Event2026-06-30
Filed2026-08-03
SRE
SEMPRA
-2.65%
Shares7.0K
Event2026-06-30
Filed2026-08-03
DLR
DIGITAL RLTY TR INC
6.61%
Shares3.6K
Event2026-06-30
Filed2026-08-03
CBRE
CBRE GROUP INC
0.34%
Shares4.7K
Event2026-06-30
Filed2026-08-03
HIG
HARTFORD INSURANCE GROUP INC
6.83%
Shares4.8K
Event2026-06-30
Filed2026-08-03
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
14.86%
Shares5.4K
Event2026-06-30
Filed2026-08-03
CRH
CRH PLC
4.27%
Shares5.9K
Event2026-06-30
Filed2026-08-03
NCLH
NORWEGIAN CRUISE LINE HLDGS
-11.14%
Shares29.9K
Event2026-06-30
Filed2026-08-03
IJK
ISHARES TR
0.02%
Shares5.4K
Event2026-06-30
Filed2026-08-03
SPDR SERIES TRUST
SPDR SERIES TRUST
New
Shares7.1K
Event2026-06-30
Filed2026-08-03
AZO
AUTOZONE INC
-2.49%
Shares196
Event2026-06-30
Filed2026-08-03
AMERIPRISE FINL INC
AMERIPRISE FINL INC
-1.75%
Shares1.3K
Event2026-06-30
Filed2026-08-03
ADOBE SYSTEMS INCORPORATED
ADOBE SYSTEMS INCORPORATED
-31.19%
Shares3.0K
Event2026-06-30
Filed2026-08-03
NBB
NUVEEN TAXABLE MUNICPAL INM
0.56%
Shares38.8K
Event2026-06-30
Filed2026-08-03
CGCB
CAPITAL GRP FIXED INCM ETF T
16.19%
Shares23.2K
Event2026-06-30
Filed2026-08-03
OXY
OCCIDENTAL PETE CORP
-0.19%
Shares12.5K
Event2026-06-30
Filed2026-08-03
DOV
DOVER CORP
-3.23%
Shares2.7K
Event2026-06-30
Filed2026-08-03
VMC
VULCAN MATLS CO
7.33%
Shares2.0K
Event2026-06-30
Filed2026-08-03
NHI
NATIONAL HEALTH INVS INC
-2.62%
Shares7.9K
Event2026-06-30
Filed2026-08-03
PFG
PRINCIPAL FINANCIAL GROUP IN
10.47%
Shares5.6K
Event2026-06-30
Filed2026-08-03
XEL
XCEL ENERGY INC
-6.22%
Shares7.5K
Event2026-06-30
Filed2026-08-03
EXC
EXELON CORP
1.83%
Shares12.8K
Event2026-06-30
Filed2026-08-03
UAL
UNITED AIRLS HLDGS INC
8.76%
Shares4.4K
Event2026-06-30
Filed2026-08-03
CFG
CITIZENS FINL GROUP INC
0.96%
Shares8.5K
Event2026-06-30
Filed2026-08-03
QQEW
FIRST TR EXCHANGE-TRADED FD
-0.45%
Shares3.7K
Event2026-06-30
Filed2026-08-03
CTAS
CINTAS CORP
6.76%
Shares3.5K
Event2026-06-30
Filed2026-08-03
TRGP
TARGA RES CORP
4.14%
Shares2.2K
Event2026-06-30
Filed2026-08-03
CASY
CASEYS GEN STORES INC
-12.43%
Shares740
Event2026-06-30
Filed2026-08-03
MTB
M & T BK CORP
10.48%
Shares2.5K
Event2026-06-30
Filed2026-08-03
HPE
HEWLETT PACKARD ENTERPRISE C
1.32%
Shares13.0K
Event2026-06-30
Filed2026-08-03
FERG
FERGUSON ENTERPRISES INC
-0.48%
Shares2.5K
Event2026-06-30
Filed2026-08-03
HYDB
ISHARES TR
59.21%
Shares12.5K
Event2026-06-30
Filed2026-08-03
NGG
NATIONAL GRID PLC
-0.43%
Shares7.0K
Event2026-06-30
Filed2026-08-03
PHM
PULTE GROUP INC
2.33%
Shares4.2K
Event2026-06-30
Filed2026-08-03
EVUS
ISHARES TR
2.64%
Shares16.4K
Event2026-06-30
Filed2026-08-03
MICROCHIP TECHNOLOGY INC.
MICROCHIP TECHNOLOGY INC.
2.53%
Shares6.3K
Event2026-06-30
Filed2026-08-03
UMAR
INNOVATOR ETFS TRUST
0.00%
Shares13.5K
Event2026-06-30
Filed2026-08-03
CWB
SPDR SERIES TRUST
0.04%
Shares5.3K
Event2026-06-30
Filed2026-08-03
COR
CENCORA INC
-12.99%
Shares2.0K
Event2026-06-30
Filed2026-08-03
IBKR
INTERACTIVE BROKERS GROUP IN
3.65%
Shares6.5K
Event2026-06-30
Filed2026-08-03
FIS
FIDELITY NATL INFORMATION SV
-13.50%
Shares14.4K
Event2026-06-30
Filed2026-08-03
EAGG
ISHARES TR
23.04%
Shares11.8K
Event2026-06-30
Filed2026-08-03

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
SAGESPRING WEALTH PARTNERS, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo