Sponsored

The Analysis of Slagle Financial, LLC's Holdings & P&L

Currently, Slagle Financial, LLC holds 127 types of securities in its portfolio with a total value $333.8M. In the most recent quarter, they have increased their positions in LOW (+30.8K shares, valued at $6.8M), TJX (+38.6K shares, valued at $5.8M), PG (+39.2K shares, valued at $5.7M); decreased their positions in N/A (-13.8K shares, valued at $4.7M), CVX (-27.9K shares, valued at $4.6M), IBM (-14.2K shares, valued at $4.0M); initiated new positions in LOW (+30.8K shares, valued at $6.8M), TJX (+38.6K shares, valued at $5.8M), KHC (+225.0K shares, valued at $5.3M).

1M P&L

+926.6K+0.33%

3M P&L

+13.0M+4.75%

HY P&L

+17.8M+6.67%

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/A56.5M

20.2%

2Semiconductors23.3M

8.4%

3Utilities - Regulated Electric20.3M

7.3%

Top Industries by Stock Count

1N/A40 stocks

37.4%

2Semiconductors6 stocks

5.6%

3Utilities - Regulated Electric6 stocks

5.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION94.0K shares1.20%2026-06-302026-07-29

AAPL APPLE INC59.1K shares4.38%2026-06-302026-07-29

SPDR SERIES TRUST SPDR SERIES TRUST163.5K shares-2.45%2026-06-302026-07-29

MSFT MICROSOFT CORP26.8K shares40.53%2026-06-302026-07-29

KO COCA COLA CO98.3K shares2.27%2026-06-302026-07-29

IJH ISHARES TR88.8K shares-2.12%2026-06-302026-07-29

LOW LOWES COS INC30.8K sharesnew addition2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC55.5K shares-19.89%2026-06-302026-07-29

Sponsored

BROADCOM INC BROADCOM INC17.2K shares-17.65%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO19.8K shares-17.30%2026-06-302026-07-29

DELL DELL TECHNOLOGIES INC14.7K shares-31.56%2026-06-302026-07-29

PG PROCTER & GAMBLE CO42.2K shares1286.18%2026-06-302026-07-29

TJX TJX COS INC NEW38.6K sharesnew addition2026-06-302026-07-29

PM PHILIP MORRIS INTL INC30.9K shares37.37%2026-06-302026-07-29

BOND PIMCO ETF TR59.3K shares22.66%2026-06-302026-07-29

KHC KRAFT HEINZ CO225.0K sharesnew addition2026-06-302026-07-29

Sponsored

DUK DUKE ENERGY CORP NEW40.4K shares2433.08%2026-06-302026-07-29

MO ALTRIA GROUP INC68.3K shares-23.86%2026-06-302026-07-29

ORI OLD REP INTL CORP119.7K sharesnew addition2026-06-302026-07-29

FDG AMERICAN CENTY ETF TR36.3K shares30.43%2026-06-302026-07-29

BAC BANK OF AMER CORP83.5K shares3.93%2026-06-302026-07-29

PEP PEPSICO INC34.9K shares-15.90%2026-06-302026-07-29

JEPI J P MORGAN EXCHANGE TRADED F81.4K shares17.13%2026-06-302026-07-29

USB US BANCORP75.3K shares2.99%2026-06-302026-07-29

Sponsored

BBY BEST BUY INC59.8K sharesnew addition2026-06-302026-07-29

MCD MCDONALDS CORP16.2K sharesnew addition2026-06-302026-07-29

C CITIGROUP INC30.6K shares7.29%2026-06-302026-07-29

PRU PRUDENTIAL FINL INC39.0K sharesnew addition2026-06-302026-07-29

MTN VAIL RESORTS INC30.8K sharesnew addition2026-06-302026-07-29

EIX EDISON INTL55.0K shares3.96%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON16.1K shares6.79%2026-06-302026-07-29

SBUX STARBUCKS CORP39.5K sharesnew addition2026-06-302026-07-29

Sponsored

EXC EXELON CORP86.2K sharesnew addition2026-06-302026-07-29

FDVV FIDELITY COVINGTON TRUST66.5K shares8.11%2026-06-302026-07-29

NLY ANNALY CAPITAL MANAGEMENT IN177.4K shares5.62%2026-06-302026-07-29

TFC TRUIST FINL CORP78.3K sharesnew addition2026-06-302026-07-29

NEXTERA ENERGY INC NEXTERA ENERGY INC42.9K shares2.97%2026-06-302026-07-29

O REALTY INCOME CORP60.4K shares4.23%2026-06-302026-07-29

AMT AMERICAN TOWER CORP22.7K sharesnew addition2026-06-302026-07-29

WFC WELLS FARGO & CO44.0K shares-21.59%2026-06-302026-07-29

Sponsored

SPG SIMON PPTY GROUP INC NEW15.7K shares4.41%2026-06-302026-07-29

ES EVERSOURCE ENERGY47.6K sharesnew addition2026-06-302026-07-29

PYLD PIMCO ETF TR124.5K shares16.59%2026-06-302026-07-29

AMGN AMGEN INC9.1K shares5.37%2026-06-302026-07-29

PLD PROLOGIS INC.24.1K shares4.69%2026-06-302026-07-29

F FORD MTR CO233.7K sharesnew addition2026-06-302026-07-29

AEP AMERICAN ELEC PWR CO INC23.5K sharesnew addition2026-06-302026-07-29

GOOGL ALPHABET INC8.9K shares12.39%2026-06-302026-07-29

Sponsored

NKE NIKE INC76.9K sharesnew addition2026-06-302026-07-29

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F47.3K shares20.01%2026-06-302026-07-29

HPQ HP INC131.7K sharesnew addition2026-06-302026-07-29

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND23.2K sharesnew addition2026-06-302026-07-29

SPYV SPDR SERIES TRUST46.4K shares2.96%2026-06-302026-07-29

ISHARES TR ISHARES TR29.2K shares5.06%2026-06-302026-07-29

OHI OMEGA HEALTHCARE INVS INC57.3K shares4.30%2026-06-302026-07-29

AVEM AMERICAN CENTY ETF TR27.8K shares18.50%2026-06-302026-07-29

Sponsored

AES CORP AES CORP182.3K shares-37.18%2026-06-302026-07-29

SWKS SKYWORKS SOLUTIONS INC37.9K sharesnew addition2026-06-302026-07-29

VOO VANGUARD INDEX FDS3.7K shares-6.52%2026-06-302026-07-29

WMT WALMART INC19.8K shares4.82%2026-06-302026-07-29

FBND FIDELITY MERRIMACK STR TR39.1K shares-0.55%2026-06-302026-07-29

DIVI FRANKLIN TEMPLETON ETF TR41.5K shares-14.07%2026-06-302026-07-29

QQQ INVESCO QQQ TR2.1K shares-0.33%2026-06-302026-07-29

ABBVIE INC ABBVIE INC5.1K shares0.00%2026-06-302026-07-29

Sponsored

AMZN AMAZON COM INC5.2K shares1.26%2026-06-302026-07-29

SPTM SPDR SERIES TRUST13.7K shares0.06%2026-06-302026-07-29

SCEP STERLING CAP FDS43.4K shares-1.16%2026-06-302026-07-29

SLYG SPDR SERIES TRUST7.8K shares2.73%2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC1.3K shares1.86%2026-06-302026-07-29

SCMC STERLING CAP FDS36.1K shares13.66%2026-06-302026-07-29

FLCB FRANKLIN TEMPLETON ETF TR42.4K shares3.36%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.1K shares1.81%2026-06-302026-07-29

Sponsored

TLT ISHARES TR9.3K shares11.98%2026-06-302026-07-29

AVUV AMERICAN CENTY ETF TR6.2K shares0.29%2026-06-302026-07-29

ISHARES TR ISHARES TR1.0K shares-5.21%2026-06-302026-07-29

VGT VANGUARD WORLD FD6.3K shares700.38%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR3.6K shares1.34%2026-06-302026-07-29

CVX CHEVRON CORPORATION4.1K shares-87.26%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC570 sharesnew addition2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC1.1K shares-0.62%2026-06-302026-07-29

Sponsored

HD HOME DEPOT INC1.7K shares-81.46%2026-06-302026-07-29

VUG VANGUARD INDEX FDS6.5K shares561.53%2026-06-302026-07-29

TSLA TESLA INC1.2K shares1.73%2026-06-302026-07-29

LLY ELI LILLY & CO413 shares-0.96%2026-06-302026-07-29

SOUTHERN CO SOUTHERN CO5.1K shares-85.35%2026-06-302026-07-29

DIA STATE STR SPDR DOW JONES IND822 shares46.79%2026-06-302026-07-29

NSC NORFOLK SOUTHN CORP1.4K shares0.00%2026-06-302026-07-29

AEE AMEREN CORP3.7K shares-3.09%2026-06-302026-07-29

Sponsored

INTC INTEL CORP3.0K sharesnew addition2026-06-302026-07-29

T AT&T INC19.9K shares0.01%2026-06-302026-07-29

IEMG ISHARES INC5.0K shares-5.34%2026-06-302026-07-29

QQQM INVESCO EXCH TRADED FD TR II1.3K shares6.07%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC667 shares12.48%2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS1.3K shares-91.49%2026-06-302026-07-29

AIS TIDAL TRUST III4.3K sharesnew addition2026-06-302026-07-29

IJR ISHARES TR2.4K shares0.17%2026-06-302026-07-29

Sponsored

VNQ VANGUARD INDEX FDS3.6K sharesnew addition2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION357 shares-0.28%2026-06-302026-07-29

ABT ABBOTT LABORATORIES3.6K shares-0.14%2026-06-302026-07-29

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL332 sharesnew addition2026-06-302026-07-29

JPST J P MORGAN EXCHANGE TRADED F6.3K shares8.48%2026-06-302026-07-29

VTV VANGUARD INDEX FDS1.4K shares1.26%2026-06-302026-07-29

VEA VANGUARD TAX-MANAGED FDS4.4K shares-7.07%2026-06-302026-07-29

VYM VANGUARD WHITEHALL FDS1.9K shares15.52%2026-06-302026-07-29

Sponsored

CAT CATERPILLAR INC269 sharesnew addition2026-06-302026-07-29

VGIT VANGUARD SCOTTSDALE FDS4.8K shares-0.23%2026-06-302026-07-29

IDEV ISHARES TR3.2K shares-14.76%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL560 shares2.94%2026-06-302026-07-29

GOOG ALPHABET INC793 shares0.13%2026-06-302026-07-29

CM CANADIAN IMPERIAL BANK OF CO2.4K shares-3.39%2026-06-302026-07-29

MUSI AMERICAN CENTY ETF TR6.3K shares2.08%2026-06-302026-07-29

GLD SPDR GOLD TR696 shares-24.76%2026-06-302026-07-29

Sponsored

IWY ISHARES TR867 shares-2.25%2026-06-302026-07-29

VISA INC VISA INC734 shares-94.94%2026-06-302026-07-29

AGEM ABRDN FDS5.1K shares-8.59%2026-06-302026-07-29

BA BOEING CO1.2K shares3.23%2026-06-302026-07-29

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.4K sharesnew addition2026-06-302026-07-29

DFAC DIMENSIONAL ETF TRUST5.5K shares0.26%2026-06-302026-07-29

QCOM QUALCOMM INC1.2K sharesnew addition2026-06-302026-07-29

MRK MERCK & CO INC1.8K shares1.73%2026-06-302026-07-29

Sponsored

LMT LOCKHEED MARTIN CORP443 shares-93.82%2026-06-302026-07-29

VDE VANGUARD WORLD FD1.5K shares-0.80%2026-06-302026-07-29

PFE PFIZER INC9.2K shares-89.07%2026-06-302026-07-29

GILD GILEAD SCIENCES INC1.7K shares-2.13%2026-06-302026-07-29

OKE ONEOK INC NEW2.3K shares1.04%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION1.1K shares1.82%2026-06-302026-07-29

RITM RITHM CAPITAL CORP10.3K shares2.01%2026-06-302026-07-29

NVDA

NVIDIA CORPORATION

1.20%

Shares94.0K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

4.38%

Shares59.1K

Event2026-06-30

Filed2026-07-29

SPDR SERIES TRUST

-2.45%

Shares163.5K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

40.53%

Shares26.8K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

2.27%

Shares98.3K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

-2.12%

Shares88.8K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

New

Shares30.8K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

-19.89%

Shares55.5K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

-17.65%

Shares17.2K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

-17.30%

Shares19.8K

Event2026-06-30

Filed2026-07-29

DELL

DELL TECHNOLOGIES INC

-31.56%

Shares14.7K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

1286.18%

Shares42.2K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

New

Shares38.6K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

37.37%

Shares30.9K

Event2026-06-30

Filed2026-07-29

BOND

PIMCO ETF TR

22.66%

Shares59.3K

Event2026-06-30

Filed2026-07-29

KHC

KRAFT HEINZ CO

New

Shares225.0K

Event2026-06-30

Filed2026-07-29

DUK

DUKE ENERGY CORP NEW

2433.08%

Shares40.4K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

-23.86%

Shares68.3K

Event2026-06-30

Filed2026-07-29

ORI

OLD REP INTL CORP

New

Shares119.7K

Event2026-06-30

Filed2026-07-29

FDG

AMERICAN CENTY ETF TR

30.43%

Shares36.3K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

3.93%

Shares83.5K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

-15.90%

Shares34.9K

Event2026-06-30

Filed2026-07-29

JEPI

J P MORGAN EXCHANGE TRADED F

17.13%

Shares81.4K

Event2026-06-30

Filed2026-07-29

USB

US BANCORP

2.99%

Shares75.3K

Event2026-06-30

Filed2026-07-29

BBY

BEST BUY INC

New

Shares59.8K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

New

Shares16.2K

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

7.29%

Shares30.6K

Event2026-06-30

Filed2026-07-29

PRU

PRUDENTIAL FINL INC

New

Shares39.0K

Event2026-06-30

Filed2026-07-29

MTN

VAIL RESORTS INC

New

Shares30.8K

Event2026-06-30

Filed2026-07-29

EIX

EDISON INTL

3.96%

Shares55.0K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

6.79%

Shares16.1K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP

New

Shares39.5K

Event2026-06-30

Filed2026-07-29

EXC

EXELON CORP

New

Shares86.2K

Event2026-06-30

Filed2026-07-29

FDVV

FIDELITY COVINGTON TRUST

8.11%

Shares66.5K

Event2026-06-30

Filed2026-07-29

NLY

ANNALY CAPITAL MANAGEMENT IN

5.62%

Shares177.4K

Event2026-06-30

Filed2026-07-29

TFC

TRUIST FINL CORP

New

Shares78.3K

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

2.97%

Shares42.9K

Event2026-06-30

Filed2026-07-29

REALTY INCOME CORP

4.23%

Shares60.4K

Event2026-06-30

Filed2026-07-29

AMT

AMERICAN TOWER CORP

New

Shares22.7K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO

-21.59%

Shares44.0K

Event2026-06-30

Filed2026-07-29

SPG

SIMON PPTY GROUP INC NEW

4.41%

Shares15.7K

Event2026-06-30

Filed2026-07-29

EVERSOURCE ENERGY

New

Shares47.6K

Event2026-06-30

Filed2026-07-29

PYLD

PIMCO ETF TR

16.59%

Shares124.5K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

5.37%

Shares9.1K

Event2026-06-30

Filed2026-07-29

PLD

PROLOGIS INC.

4.69%

Shares24.1K

Event2026-06-30

Filed2026-07-29

FORD MTR CO

New

Shares233.7K

Event2026-06-30

Filed2026-07-29

AEP

AMERICAN ELEC PWR CO INC

New

Shares23.5K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

12.39%

Shares8.9K

Event2026-06-30

Filed2026-07-29

NKE

NIKE INC

New

Shares76.9K

Event2026-06-30

Filed2026-07-29

J P MORGAN EXCHANGE TRADED F

20.01%

Shares47.3K

Event2026-06-30

Filed2026-07-29

HPQ

HP INC

New

Shares131.7K

Event2026-06-30

Filed2026-07-29

ACCENTURE PLC IRELAND

New

Shares23.2K

Event2026-06-30

Filed2026-07-29

SPYV

SPDR SERIES TRUST

2.96%

Shares46.4K

Event2026-06-30

Filed2026-07-29

ISHARES TR

5.06%

Shares29.2K

Event2026-06-30

Filed2026-07-29

OHI

OMEGA HEALTHCARE INVS INC

4.30%

Shares57.3K

Event2026-06-30

Filed2026-07-29

AVEM

AMERICAN CENTY ETF TR

18.50%

Shares27.8K

Event2026-06-30

Filed2026-07-29

AES CORP

-37.18%

Shares182.3K

Event2026-06-30

Filed2026-07-29

SWKS

SKYWORKS SOLUTIONS INC

New

Shares37.9K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

-6.52%

Shares3.7K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

4.82%

Shares19.8K

Event2026-06-30

Filed2026-07-29

FBND

FIDELITY MERRIMACK STR TR

-0.55%

Shares39.1K

Event2026-06-30

Filed2026-07-29

DIVI

FRANKLIN TEMPLETON ETF TR

-14.07%

Shares41.5K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

-0.33%

Shares2.1K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

1.26%

Shares5.2K

Event2026-06-30

Filed2026-07-29

SPTM

SPDR SERIES TRUST

0.06%

Shares13.7K

Event2026-06-30

Filed2026-07-29

SCEP

STERLING CAP FDS

-1.16%

Shares43.4K

Event2026-06-30

Filed2026-07-29

SLYG

SPDR SERIES TRUST

2.73%

Shares7.8K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

1.86%

Shares1.3K

Event2026-06-30

Filed2026-07-29

SCMC

STERLING CAP FDS

13.66%

Shares36.1K

Event2026-06-30

Filed2026-07-29

FLCB

FRANKLIN TEMPLETON ETF TR

3.36%

Shares42.4K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

1.81%

Shares1.1K

Event2026-06-30

Filed2026-07-29

TLT

ISHARES TR

11.98%

Shares9.3K

Event2026-06-30

Filed2026-07-29

AVUV

AMERICAN CENTY ETF TR

0.29%

Shares6.2K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-5.21%

Shares1.0K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

700.38%

Shares6.3K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

1.34%

Shares3.6K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

-87.26%

Shares4.1K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

New

Shares570

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

-0.62%

Shares1.1K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

-81.46%

Shares1.7K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

561.53%

Shares6.5K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

1.73%

Shares1.2K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

-0.96%

Shares413

Event2026-06-30

Filed2026-07-29

SOUTHERN CO

-85.35%

Shares5.1K

Event2026-06-30

Filed2026-07-29

DIA

STATE STR SPDR DOW JONES IND

46.79%

Shares822

Event2026-06-30

Filed2026-07-29

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

AEE

AMEREN CORP

-3.09%

Shares3.7K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

New

Shares3.0K

Event2026-06-30

Filed2026-07-29

AT&T INC

0.01%

Shares19.9K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

-5.34%

Shares5.0K

Event2026-06-30

Filed2026-07-29

QQQM

INVESCO EXCH TRADED FD TR II

6.07%

Shares1.3K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

12.48%

Shares667

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

-91.49%

Shares1.3K

Event2026-06-30

Filed2026-07-29

AIS

TIDAL TRUST III

New

Shares4.3K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

0.17%

Shares2.4K

Event2026-06-30

Filed2026-07-29

VNQ

VANGUARD INDEX FDS

New

Shares3.6K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

-0.28%

Shares357

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

-0.14%

Shares3.6K

Event2026-06-30

Filed2026-07-29

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares332

Event2026-06-30

Filed2026-07-29

JPST

J P MORGAN EXCHANGE TRADED F

8.48%

Shares6.3K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

1.26%

Shares1.4K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

-7.07%

Shares4.4K

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FDS

15.52%

Shares1.9K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

New

Shares269

Event2026-06-30

Filed2026-07-29

VGIT

VANGUARD SCOTTSDALE FDS

-0.23%

Shares4.8K

Event2026-06-30

Filed2026-07-29

IDEV

ISHARES TR

-14.76%

Shares3.2K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

2.94%

Shares560

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

0.13%

Shares793

Event2026-06-30

Filed2026-07-29

CANADIAN IMPERIAL BANK OF CO

-3.39%

Shares2.4K

Event2026-06-30

Filed2026-07-29

MUSI

AMERICAN CENTY ETF TR

2.08%

Shares6.3K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

-24.76%

Shares696

Event2026-06-30

Filed2026-07-29

IWY

ISHARES TR

-2.25%

Shares867

Event2026-06-30

Filed2026-07-29

VISA INC

-94.94%

Shares734

Event2026-06-30

Filed2026-07-29

AGEM

ABRDN FDS

-8.59%

Shares5.1K

Event2026-06-30

Filed2026-07-29

BOEING CO

3.23%

Shares1.2K

Event2026-06-30

Filed2026-07-29

SPACE EXPLORATION TECHN CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

DFAC

DIMENSIONAL ETF TRUST

0.26%

Shares5.5K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

1.73%

Shares1.8K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

-93.82%

Shares443

Event2026-06-30

Filed2026-07-29

VDE

VANGUARD WORLD FD

-0.80%

Shares1.5K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

-89.07%

Shares9.2K

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC

-2.13%

Shares1.7K

Event2026-06-30

Filed2026-07-29

OKE

ONEOK INC NEW

1.04%

Shares2.3K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

1.82%

Shares1.1K

Event2026-06-30

Filed2026-07-29

RITM

RITHM CAPITAL CORP

2.01%

Shares10.3K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available