Sponsored

The Analysis of Storen Legacy Partners, LLC's Holdings & P&L

Currently, Storen Legacy Partners, LLC holds 116 types of securities in its portfolio with a total value $366.8M. In the most recent quarter, they have increased their positions in IWB (+17.8K shares, valued at $7.3M), EFV (+26.5K shares, valued at $2.0M), BINC (+37.5K shares, valued at $2.0M); decreased their positions in BAI (-145.2K shares, valued at $7.7M), PWRD (-20.6K shares, valued at $2.5M), CGGR (-21.0K shares, valued at $990.6K); initiated new positions in IWB (+17.8K shares, valued at $7.3M), NOC (+1.4K shares, valued at $726.3K), MU (+534 shares, valued at $616.6K).

1M P&L

+665.0K+0.21%

3M P&L

+10.5M+3.35%

HY P&L

+26.4M+8.86%

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/A284.9M

87.1%

2Drug Manufacturers - General14.2M

4.4%

3Consumer Electronics3.9M

1.2%

Top Industries by Stock Count

1N/A62 stocks

62.6%

2Semiconductors3 stocks

3.0%

3Internet Content & Information2 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS33.1K shares-0.32%2026-06-302026-07-17

DYNF BLACKROCK ETF TRUST314.3K shares1.49%2026-06-302026-07-17

JAVA J P MORGAN EXCHANGE TRADED F242.2K shares8.48%2026-06-302026-07-17

FBCG FIDELITY COVINGTON TRUST252.3K shares-3.73%2026-06-302026-07-17

BINC BLACKROCK ETF TRUST II266.1K shares16.42%2026-06-302026-07-17

LLY ELI LILLY & CO11.6K shares10.49%2026-06-302026-07-17

BND VANGUARD BD INDEX FDS187.0K shares-2.33%2026-06-302026-07-17

IEMG ISHARES INC163.1K shares-1.70%2026-06-302026-07-17

Sponsored

SCHG SCHWAB STRATEGIC TR397.8K shares1.79%2026-06-302026-07-17

FBND FIDELITY MERRIMACK STR TR271.8K shares16.49%2026-06-302026-07-17

BAI BLACKROCK ETF TRUST226.8K shares-39.04%2026-06-302026-07-17

ISHARES TR ISHARES TR14.6K shares13.27%2026-06-302026-07-17

VFMF VANGUARD WELLINGTON FD57.1K shares-2.69%2026-06-302026-07-17

ISHARES TR ISHARES TR100.2K shares16.62%2026-06-302026-07-17

BRTR BLACKROCK ETF TRUST II175.6K shares10.97%2026-06-302026-07-17

PWRD TCW ETF TRUST68.2K shares-23.19%2026-06-302026-07-17

Sponsored

EFV ISHARES TR108.4K shares32.42%2026-06-302026-07-17

ABFL ABACUS FCF ETF TR90.4K shares0.36%2026-06-302026-07-17

IWB ISHARES TR17.8K sharesnew addition2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T8.9K shares0.68%2026-06-302026-07-17

ANGL VANECK ETF TRUST189.3K shares-2.73%2026-06-302026-07-17

GOVT ISHARES TR228.3K shares13.16%2026-06-302026-07-17

IEI ISHARES TR43.1K shares12.14%2026-06-302026-07-17

FDVV FIDELITY COVINGTON TRUST73.5K shares2.16%2026-06-302026-07-17

Sponsored

JIRE J P MORGAN EXCHANGE TRADED F53.5K shares3.52%2026-06-302026-07-17

PSFF PACER FDS TR128.3K shares-3.31%2026-06-302026-07-17

TLH ISHARES TR42.4K shares19.72%2026-06-302026-07-17

EMGF ISHARES INC58.0K shares14.71%2026-06-302026-07-17

AAPL APPLE INC13.6K shares8.29%2026-06-302026-07-17

ISHARES TR ISHARES TR37.9K shares14.18%2026-06-302026-07-17

DGRO ISHARES TR41.7K shares-5.93%2026-06-302026-07-17

ABLD ABACUS FCF ETF TR104.6K shares14.57%2026-06-302026-07-17

Sponsored

EFA ISHARES TR30.0K shares-1.58%2026-06-302026-07-17

JPMORGAN CHASE & CO JPMORGAN CHASE & CO9.0K shares15.50%2026-06-302026-07-17

IYG ISHARES TR31.1K shares-25.73%2026-06-302026-07-17

DHR DANAHER CORP DEL14.7K shares0.09%2026-06-302026-07-17

IYK ISHARES TR33.8K shares-22.40%2026-06-302026-07-17

IAU ISHARES GOLD TR30.4K shares22.49%2026-06-302026-07-17

VB VANGUARD INDEX FDS6.4K shares-3.17%2026-06-302026-07-17

ITA ISHARES TR7.9K shares8.72%2026-06-302026-07-17

Sponsored

MSFT MICROSOFT CORP5.1K shares3.10%2026-06-302026-07-17

VCSH VANGUARD SCOTTSDALE FDS24.1K shares0.87%2026-06-302026-07-17

IVW ISHARES TR12.9K shares2.18%2026-06-302026-07-17

AMZN AMAZON COM INC7.1K shares8.18%2026-06-302026-07-17

SPDR SERIES TRUST SPDR SERIES TRUST19.1K shares0.63%2026-06-302026-07-17

NVDA NVIDIA CORPORATION7.4K shares9.67%2026-06-302026-07-17

MMC MARSH & MCLENNAN COS INC8.5K shares0.01%2026-06-302026-07-17

PM PHILIP MORRIS INTL INC7.8K shares-0.37%2026-06-302026-07-17

Sponsored

PSMR PACER FDS TR43.2K shares-1.40%2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL2.4K shares0.74%2026-06-302026-07-17

QUAL ISHARES TR5.5K shares-1.67%2026-06-302026-07-17

QQQ INVESCO QQQ TR1.6K shares0.19%2026-06-302026-07-17

FTV FORTIVE CORP18.5K shares0.00%2026-06-302026-07-17

CGGR CAPITAL GROUP GROWTH ETF22.8K shares-47.92%2026-06-302026-07-17

SCHA SCHWAB STRATEGIC TR28.7K shares0.28%2026-06-302026-07-17

DBEF DBX ETF TR18.8K shares-4.07%2026-06-302026-07-17

Sponsored

MO ALTRIA GROUP INC12.7K shares0.90%2026-06-302026-07-17

NOC NORTHROP GRUMMAN CORP1.4K sharesnew addition2026-06-302026-07-17

GOOGL ALPHABET INC2.0K shares6.15%2026-06-302026-07-17

SCHD SCHWAB STRATEGIC TR22.3K shares-0.23%2026-06-302026-07-17

3M CO 3M CO4.4K shares-0.11%2026-06-302026-07-17

MDLZ MONDELEZ INTL INC11.6K shares0.30%2026-06-302026-07-17

IJH ISHARES TR8.7K shares-2.55%2026-06-302026-07-17

BROADCOM INC BROADCOM INC1.7K shares6.73%2026-06-302026-07-17

Sponsored

MU MICRON TECHNOLOGY INC534 sharesnew addition2026-06-302026-07-17

CAT CATERPILLAR INC534 shares21.09%2026-06-302026-07-17

PNC PNC FINL SVCS GROUP INC2.2K shares-1.11%2026-06-302026-07-17

NRG NRG ENERGY INC3.7K shares0.27%2026-06-302026-07-17

FVAL FIDELITY COVINGTON TRUST6.7K shares0.00%2026-06-302026-07-17

DJD INVESCO EXCHANGE TRADED FD T8.2K shares0.62%2026-06-302026-07-17

CISCO SYS INC CISCO SYS INC3.9K shares0.16%2026-06-302026-07-17

RAL RALLIANT CORP6.2K shares0.00%2026-06-302026-07-17

Sponsored

GOOG ALPHABET INC1.2K shares8.42%2026-06-302026-07-17

IYW ISHARES TR1.7K shares-4.26%2026-06-302026-07-17

MTUM ISHARES TR1.3K shares0.00%2026-06-302026-07-17

PG PROCTER AND GAMBLE CO2.8K shares1.83%2026-06-302026-07-17

ORLY OREILLY AUTOMOTIVE INC4.4K shares-0.65%2026-06-302026-07-17

VLTO VERALTO CORP4.3K shares-0.62%2026-06-302026-07-17

TSLA TESLA INC913 shares9.74%2026-06-302026-07-17

WMT WALMART INC3.3K shares46.96%2026-06-302026-07-17

Sponsored

BMY BRISTOL-MYERS SQUIBB CO6.5K shares-6.99%2026-06-302026-07-17

PEP PEPSICO INC2.7K shares0.44%2026-06-302026-07-17

PSMO PACER FDS TR11.3K shares-7.53%2026-06-302026-07-17

EQR EQUITY RESIDENTIAL5.3K shares-0.80%2026-06-302026-07-17

CORTEVA INC CORTEVA INC4.2K shares-18.16%2026-06-302026-07-17

VANGUARD INDEX FDS VANGUARD INDEX FDS884 shares0.00%2026-06-302026-07-17

IWM ISHARES TR1.0K shares0.00%2026-06-302026-07-17

SCHX SCHWAB STRATEGIC TR10.5K shares0.19%2026-06-302026-07-17

Sponsored

IWF ISHARES TR2.4K shares330.31%2026-06-302026-07-17

SPYX SPDR SERIES TRUST4.8K sharesnew addition2026-06-302026-07-17

ABBVIE INC ABBVIE INC1.1K shares3.23%2026-06-302026-07-17

MAS MASCO CORP3.4K shares-10.09%2026-06-302026-07-17

ORACLE CORP ORACLE CORP1.8K shares-1.13%2026-06-302026-07-17

KMB KIMBERLY-CLARK CORP2.4K shares-1.96%2026-06-302026-07-17

BGRN ISHARES TR5.4K sharesnew addition2026-06-302026-07-17

USMV ISHARES TR2.6K shares0.00%2026-06-302026-07-17

Sponsored

HDV ISHARES TR8.7K shares403.35%2026-06-302026-07-17

CVS CVS HEALTH CORP2.2K sharesnew addition2026-06-302026-07-17

AMD ADVANCED MICRO DEVICES INC395 sharesnew addition2026-06-302026-07-17

ELV ELEVANCE HEALTH INC FORMERLY592 sharesnew addition2026-06-302026-07-17

CSX CSX CORP4.7K sharesnew addition2026-06-302026-07-17

VCIT VANGUARD SCOTTSDALE FDS2.7K shares-5.24%2026-06-302026-07-17

CME CME GROUP INC991 shares27.71%2026-06-302026-07-17

VEA VANGUARD TAX-MANAGED FDS3.0K shares-8.90%2026-06-302026-07-17

Sponsored

VNT VONTIER CORPORATION7.4K shares0.00%2026-06-302026-07-17

SOUTHERN CO SOUTHERN CO2.2K shares1.59%2026-06-302026-07-17

DVY ISHARES TR1.4K sharesnew addition2026-06-302026-07-17

FALN ISHARES TR7.8K shares1.65%2026-06-302026-07-17

SCHE SCHWAB STRATEGIC TR5.9K sharesnew addition2026-06-302026-07-17

VISA INC VISA INC614 sharesnew addition2026-06-302026-07-17

SPG SIMON PPTY GROUP INC NEW942 sharesnew addition2026-06-302026-07-17

SPSB SPDR SERIES TRUST7.0K shares-0.64%2026-06-302026-07-17

Sponsored

IJS ISHARES TR1.5K sharesnew addition2026-06-302026-07-17

MASTERCARD INCORPORATED MASTERCARD INCORPORATED399 sharesnew addition2026-06-302026-07-17

EFG ISHARES TR1.6K sharesnew addition2026-06-302026-07-17

EXXON MOBIL CORP EXXON MOBIL CORP1.5K shares4.93%2026-06-302026-07-17

VOO

VANGUARD INDEX FDS

-0.32%

Shares33.1K

Event2026-06-30

Filed2026-07-17

DYNF

BLACKROCK ETF TRUST

1.49%

Shares314.3K

Event2026-06-30

Filed2026-07-17

JAVA

J P MORGAN EXCHANGE TRADED F

8.48%

Shares242.2K

Event2026-06-30

Filed2026-07-17

FBCG

FIDELITY COVINGTON TRUST

-3.73%

Shares252.3K

Event2026-06-30

Filed2026-07-17

BINC

BLACKROCK ETF TRUST II

16.42%

Shares266.1K

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO

10.49%

Shares11.6K

Event2026-06-30

Filed2026-07-17

BND

VANGUARD BD INDEX FDS

-2.33%

Shares187.0K

Event2026-06-30

Filed2026-07-17

IEMG

ISHARES INC

-1.70%

Shares163.1K

Event2026-06-30

Filed2026-07-17

SCHG

SCHWAB STRATEGIC TR

1.79%

Shares397.8K

Event2026-06-30

Filed2026-07-17

FBND

FIDELITY MERRIMACK STR TR

16.49%

Shares271.8K

Event2026-06-30

Filed2026-07-17

BAI

BLACKROCK ETF TRUST

-39.04%

Shares226.8K

Event2026-06-30

Filed2026-07-17

ISHARES TR

13.27%

Shares14.6K

Event2026-06-30

Filed2026-07-17

VFMF

VANGUARD WELLINGTON FD

-2.69%

Shares57.1K

Event2026-06-30

Filed2026-07-17

ISHARES TR

16.62%

Shares100.2K

Event2026-06-30

Filed2026-07-17

BRTR

BLACKROCK ETF TRUST II

10.97%

Shares175.6K

Event2026-06-30

Filed2026-07-17

PWRD

TCW ETF TRUST

-23.19%

Shares68.2K

Event2026-06-30

Filed2026-07-17

EFV

ISHARES TR

32.42%

Shares108.4K

Event2026-06-30

Filed2026-07-17

ABFL

ABACUS FCF ETF TR

0.36%

Shares90.4K

Event2026-06-30

Filed2026-07-17

IWB

ISHARES TR

New

Shares17.8K

Event2026-06-30

Filed2026-07-17

STATE STR SPDR S&P 500 ETF T

0.68%

Shares8.9K

Event2026-06-30

Filed2026-07-17

ANGL

VANECK ETF TRUST

-2.73%

Shares189.3K

Event2026-06-30

Filed2026-07-17

GOVT

ISHARES TR

13.16%

Shares228.3K

Event2026-06-30

Filed2026-07-17

IEI

ISHARES TR

12.14%

Shares43.1K

Event2026-06-30

Filed2026-07-17

FDVV

FIDELITY COVINGTON TRUST

2.16%

Shares73.5K

Event2026-06-30

Filed2026-07-17

JIRE

J P MORGAN EXCHANGE TRADED F

3.52%

Shares53.5K

Event2026-06-30

Filed2026-07-17

PSFF

PACER FDS TR

-3.31%

Shares128.3K

Event2026-06-30

Filed2026-07-17

TLH

ISHARES TR

19.72%

Shares42.4K

Event2026-06-30

Filed2026-07-17

EMGF

ISHARES INC

14.71%

Shares58.0K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

8.29%

Shares13.6K

Event2026-06-30

Filed2026-07-17

ISHARES TR

14.18%

Shares37.9K

Event2026-06-30

Filed2026-07-17

DGRO

ISHARES TR

-5.93%

Shares41.7K

Event2026-06-30

Filed2026-07-17

ABLD

ABACUS FCF ETF TR

14.57%

Shares104.6K

Event2026-06-30

Filed2026-07-17

EFA

ISHARES TR

-1.58%

Shares30.0K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

15.50%

Shares9.0K

Event2026-06-30

Filed2026-07-17

IYG

ISHARES TR

-25.73%

Shares31.1K

Event2026-06-30

Filed2026-07-17

DHR

DANAHER CORP DEL

0.09%

Shares14.7K

Event2026-06-30

Filed2026-07-17

IYK

ISHARES TR

-22.40%

Shares33.8K

Event2026-06-30

Filed2026-07-17

IAU

ISHARES GOLD TR

22.49%

Shares30.4K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

-3.17%

Shares6.4K

Event2026-06-30

Filed2026-07-17

ITA

ISHARES TR

8.72%

Shares7.9K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

3.10%

Shares5.1K

Event2026-06-30

Filed2026-07-17

VCSH

VANGUARD SCOTTSDALE FDS

0.87%

Shares24.1K

Event2026-06-30

Filed2026-07-17

IVW

ISHARES TR

2.18%

Shares12.9K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

8.18%

Shares7.1K

Event2026-06-30

Filed2026-07-17

SPDR SERIES TRUST

0.63%

Shares19.1K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

9.67%

Shares7.4K

Event2026-06-30

Filed2026-07-17

MMC

MARSH & MCLENNAN COS INC

0.01%

Shares8.5K

Event2026-06-30

Filed2026-07-17

PHILIP MORRIS INTL INC

-0.37%

Shares7.8K

Event2026-06-30

Filed2026-07-17

PSMR

PACER FDS TR

-1.40%

Shares43.2K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.74%

Shares2.4K

Event2026-06-30

Filed2026-07-17

QUAL

ISHARES TR

-1.67%

Shares5.5K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

0.19%

Shares1.6K

Event2026-06-30

Filed2026-07-17

FTV

FORTIVE CORP

0.00%

Shares18.5K

Event2026-06-30

Filed2026-07-17

CGGR

CAPITAL GROUP GROWTH ETF

-47.92%

Shares22.8K

Event2026-06-30

Filed2026-07-17

SCHA

SCHWAB STRATEGIC TR

0.28%

Shares28.7K

Event2026-06-30

Filed2026-07-17

DBEF

DBX ETF TR

-4.07%

Shares18.8K

Event2026-06-30

Filed2026-07-17

ALTRIA GROUP INC

0.90%

Shares12.7K

Event2026-06-30

Filed2026-07-17

NOC

NORTHROP GRUMMAN CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

6.15%

Shares2.0K

Event2026-06-30

Filed2026-07-17

SCHD

SCHWAB STRATEGIC TR

-0.23%

Shares22.3K

Event2026-06-30

Filed2026-07-17

3M CO

-0.11%

Shares4.4K

Event2026-06-30

Filed2026-07-17

MDLZ

MONDELEZ INTL INC

0.30%

Shares11.6K

Event2026-06-30

Filed2026-07-17

IJH

ISHARES TR

-2.55%

Shares8.7K

Event2026-06-30

Filed2026-07-17

BROADCOM INC

6.73%

Shares1.7K

Event2026-06-30

Filed2026-07-17

MICRON TECHNOLOGY INC

New

Shares534

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC

21.09%

Shares534

Event2026-06-30

Filed2026-07-17

PNC

PNC FINL SVCS GROUP INC

-1.11%

Shares2.2K

Event2026-06-30

Filed2026-07-17

NRG

NRG ENERGY INC

0.27%

Shares3.7K

Event2026-06-30

Filed2026-07-17

FVAL

FIDELITY COVINGTON TRUST

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-17

DJD

INVESCO EXCHANGE TRADED FD T

0.62%

Shares8.2K

Event2026-06-30

Filed2026-07-17

CISCO SYS INC

0.16%

Shares3.9K

Event2026-06-30

Filed2026-07-17

RAL

RALLIANT CORP

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC

8.42%

Shares1.2K

Event2026-06-30

Filed2026-07-17

IYW

ISHARES TR

-4.26%

Shares1.7K

Event2026-06-30

Filed2026-07-17

MTUM

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-17

PROCTER AND GAMBLE CO

1.83%

Shares2.8K

Event2026-06-30

Filed2026-07-17

ORLY

OREILLY AUTOMOTIVE INC

-0.65%

Shares4.4K

Event2026-06-30

Filed2026-07-17

VLTO

VERALTO CORP

-0.62%

Shares4.3K

Event2026-06-30

Filed2026-07-17

TSLA

TESLA INC

9.74%

Shares913

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC

46.96%

Shares3.3K

Event2026-06-30

Filed2026-07-17

BMY

BRISTOL-MYERS SQUIBB CO

-6.99%

Shares6.5K

Event2026-06-30

Filed2026-07-17

PEP

PEPSICO INC

0.44%

Shares2.7K

Event2026-06-30

Filed2026-07-17

PSMO

PACER FDS TR

-7.53%

Shares11.3K

Event2026-06-30

Filed2026-07-17

EQR

EQUITY RESIDENTIAL

-0.80%

Shares5.3K

Event2026-06-30

Filed2026-07-17

CORTEVA INC

-18.16%

Shares4.2K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

0.00%

Shares884

Event2026-06-30

Filed2026-07-17

IWM

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-17

SCHX

SCHWAB STRATEGIC TR

0.19%

Shares10.5K

Event2026-06-30

Filed2026-07-17

IWF

ISHARES TR

330.31%

Shares2.4K

Event2026-06-30

Filed2026-07-17

SPYX

SPDR SERIES TRUST

New

Shares4.8K

Event2026-06-30

Filed2026-07-17

ABBVIE INC

3.23%

Shares1.1K

Event2026-06-30

Filed2026-07-17

MAS

MASCO CORP

-10.09%

Shares3.4K

Event2026-06-30

Filed2026-07-17

ORACLE CORP

-1.13%

Shares1.8K

Event2026-06-30

Filed2026-07-17

KMB

KIMBERLY-CLARK CORP

-1.96%

Shares2.4K

Event2026-06-30

Filed2026-07-17

BGRN

ISHARES TR

New

Shares5.4K

Event2026-06-30

Filed2026-07-17

USMV

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-17

HDV

ISHARES TR

403.35%

Shares8.7K

Event2026-06-30

Filed2026-07-17

CVS

CVS HEALTH CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-17

AMD

ADVANCED MICRO DEVICES INC

New

Shares395

Event2026-06-30

Filed2026-07-17

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares592

Event2026-06-30

Filed2026-07-17

CSX

CSX CORP

New

Shares4.7K

Event2026-06-30

Filed2026-07-17

VCIT

VANGUARD SCOTTSDALE FDS

-5.24%

Shares2.7K

Event2026-06-30

Filed2026-07-17

CME

CME GROUP INC

27.71%

Shares991

Event2026-06-30

Filed2026-07-17

VEA

VANGUARD TAX-MANAGED FDS

-8.90%

Shares3.0K

Event2026-06-30

Filed2026-07-17

VNT

VONTIER CORPORATION

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-17

SOUTHERN CO

1.59%

Shares2.2K

Event2026-06-30

Filed2026-07-17

DVY

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-17

FALN

ISHARES TR

1.65%

Shares7.8K

Event2026-06-30

Filed2026-07-17

SCHE

SCHWAB STRATEGIC TR

New

Shares5.9K

Event2026-06-30

Filed2026-07-17

VISA INC

New

Shares614

Event2026-06-30

Filed2026-07-17

SPG

SIMON PPTY GROUP INC NEW

New

Shares942

Event2026-06-30

Filed2026-07-17

SPSB

SPDR SERIES TRUST

-0.64%

Shares7.0K

Event2026-06-30

Filed2026-07-17

IJS

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-17

MASTERCARD INCORPORATED

New

Shares399

Event2026-06-30

Filed2026-07-17

EFG

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-07-17

EXXON MOBIL CORP

4.93%

Shares1.5K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available