Sponsored
The Analysis of TopTier Wealth Management, LLC's Holdings & P&L
Currently, TopTier Wealth Management, LLC holds 133 types of securities in its portfolio with a total value $165.5M. In the most recent quarter, they have increased their positions in DGRW (+5.0K shares, valued at $478.9K), IJH (+5.7K shares, valued at $438.8K), KLAC (+1.5K shares, valued at $437.9K); decreased their positions in DWM (-5.6K shares, valued at $412.7K), QQQ (-412 shares, valued at $303.4K), N/A (-708 shares, valued at $294.4K).
1M P&L
+723.0K+0.47%
3M P&L
+3.1M+2.09%
HY P&L
+8.7M+6.02%
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/A142.6M
93.2%
2Semiconductors2.6M
1.7%
3Consumer Electronics2.1M
1.4%
Top Industries by Stock Count
1N/A107 stocks
86.3%
2Oil & Gas Midstream2 stocks
1.6%
3Semiconductors2 stocks
1.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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DGRW
3.16%WISDOMTREE TR
Shares163.4K
Event2026-06-30
Filed2026-07-14
QQQ
-2.27%INVESCO QQQ TR
Shares17.7K
Event2026-06-30
Filed2026-07-14
DLN
3.98%WISDOMTREE TR
Shares109.9K
Event2026-06-30
Filed2026-07-14
EES
-1.53%WISDOMTREE TR
Shares93.3K
Event2026-06-30
Filed2026-07-14
EPS
0.11%WISDOMTREE TR
Shares80.3K
Event2026-06-30
Filed2026-07-14
BOXX
4.00%EA SERIES TRUST
Shares47.2K
Event2026-06-30
Filed2026-07-14
STATE STR SPDR S&P 500 ETF T
0.21%STATE STR SPDR S&P 500 ETF T
Shares7.3K
Event2026-06-30
Filed2026-07-14
EZM
-0.32%WISDOMTREE TR
Shares60.7K
Event2026-06-30
Filed2026-07-14
VANGUARD INDEX FDS
1.22%VANGUARD INDEX FDS
Shares9.8K
Event2026-06-30
Filed2026-07-14
IJR
4.14%ISHARES TR
Shares22.5K
Event2026-06-30
Filed2026-07-14
BFEB
-1.16%INNOVATOR ETFS TRUST
Shares56.9K
Event2026-06-30
Filed2026-07-14
QGRW
10.96%WISDOMTREE TR
Shares43.2K
Event2026-06-30
Filed2026-07-14
BDEC
-1.41%INNOVATOR ETFS TRUST
Shares48.3K
Event2026-06-30
Filed2026-07-14
GMAY
-0.05%FIRST TR EXCHNG TRADED FD VI
Shares59.7K
Event2026-06-30
Filed2026-07-14
NVDA
0.32%NVIDIA CORPORATION
Shares11.7K
Event2026-06-30
Filed2026-07-14
BAUG
-0.07%INNOVATOR ETFS TRUST
Shares41.7K
Event2026-06-30
Filed2026-07-14
DON
0.27%WISDOMTREE TR
Shares38.9K
Event2026-06-30
Filed2026-07-14
AAPL
0.12%APPLE INC
Shares7.4K
Event2026-06-30
Filed2026-07-14
DES
-11.78%WISDOMTREE TR
Shares52.1K
Event2026-06-30
Filed2026-07-14
DWM
-17.49%WISDOMTREE TR
Shares26.6K
Event2026-06-30
Filed2026-07-14
BMAY
-2.00%INNOVATOR ETFS TRUST
Shares36.1K
Event2026-06-30
Filed2026-07-14
ACVF
0.03%ETF OPPORTUNITIES TRUST
Shares31.1K
Event2026-06-30
Filed2026-07-14
JCPB
-1.03%J P MORGAN EXCHANGE TRADED F
Shares35.8K
Event2026-06-30
Filed2026-07-14
PJAN
-11.22%INNOVATOR ETFS TRUST
Shares32.7K
Event2026-06-30
Filed2026-07-14
BAPR
-6.91%INNOVATOR ETFS TRUST
Shares28.4K
Event2026-06-30
Filed2026-07-14
IJH
41.62%ISHARES TR
Shares19.4K
Event2026-06-30
Filed2026-07-14
BUFR
-0.44%FIRST TR EXCHNG TRADED FD VI
Shares39.5K
Event2026-06-30
Filed2026-07-14
MDY
-7.18%STATE STR SPDR S&P MIDCAP 40
Shares2.0K
Event2026-06-30
Filed2026-07-14
DMAY
0.00%FIRST TR EXCHNG TRADED FD VI
Shares27.7K
Event2026-06-30
Filed2026-07-14
SLV
0.00%ISHARES SILVER TR
Shares23.8K
Event2026-06-30
Filed2026-07-14
PXH
9.03%INVESCO EXCH TRADED FD TR II
Shares45.1K
Event2026-06-30
Filed2026-07-14
WTV
1.69%WISDOMTREE TR
Shares12.3K
Event2026-06-30
Filed2026-07-14
PAUG
0.00%INNOVATOR ETFS TRUST
Shares24.9K
Event2026-06-30
Filed2026-07-14
KAPR
-8.94%INNOVATOR ETFS TRUST
Shares25.4K
Event2026-06-30
Filed2026-07-14
BALT
-0.61%INNOVATOR ETFS TRUST
Shares29.5K
Event2026-06-30
Filed2026-07-14
JPIE
-0.48%J P MORGAN EXCHANGE TRADED F
Shares21.8K
Event2026-06-30
Filed2026-07-14
FFEB
-1.99%FIRST TR EXCHNG TRADED FD VI
Shares16.3K
Event2026-06-30
Filed2026-07-14
IAU
0.00%ISHARES GOLD TR
Shares13.0K
Event2026-06-30
Filed2026-07-14
IHDG
-0.85%WISDOMTREE TR
Shares18.3K
Event2026-06-30
Filed2026-07-14
GWW
0.00%WW GRAINGER INC
Shares693
Event2026-06-30
Filed2026-07-14
BNOV
-12.08%INNOVATOR ETFS TRUST
Shares19.1K
Event2026-06-30
Filed2026-07-14
BSEP
-0.01%INNOVATOR ETFS TRUST
Shares17.2K
Event2026-06-30
Filed2026-07-14
BJUN
12.45%INNOVATOR ETFS TRUST
Shares18.4K
Event2026-06-30
Filed2026-07-14
PDEC
0.00%INNOVATOR ETFS TRUST
Shares19.3K
Event2026-06-30
Filed2026-07-14
FMAY
10.15%FIRST TR EXCHNG TRADED FD VI
Shares15.5K
Event2026-06-30
Filed2026-07-14
ZSEP
0.00%INNOVATOR ETFS TRUST
Shares30.5K
Event2026-06-30
Filed2026-07-14
BUFF
-17.40%INNOVATOR ETFS TRUST
Shares15.8K
Event2026-06-30
Filed2026-07-14
DGS
-13.27%WISDOMTREE TR
Shares12.8K
Event2026-06-30
Filed2026-07-14
PSEP
-0.01%INNOVATOR ETFS TRUST
Shares17.7K
Event2026-06-30
Filed2026-07-14
J P MORGAN EXCHANGE TRADED F
10.57%J P MORGAN EXCHANGE TRADED F
Shares12.4K
Event2026-06-30
Filed2026-07-14
SPLV
-0.16%INVESCO EXCH TRADED FD TR II
Shares10.0K
Event2026-06-30
Filed2026-07-14
DAUG
0.00%FIRST TR EXCHNG TRADED FD VI
Shares15.6K
Event2026-06-30
Filed2026-07-14
EPD
0.55%ENTERPRISE PRODS PARTNERS L
Shares19.8K
Event2026-06-30
Filed2026-07-14
MAGS
-1.82%LISTED FDS TR
Shares11.2K
Event2026-06-30
Filed2026-07-14
JEPI
-3.24%J P MORGAN EXCHANGE TRADED F
Shares12.5K
Event2026-06-30
Filed2026-07-14
KDEC
-7.51%INNOVATOR ETFS TRUST
Shares23.4K
Event2026-06-30
Filed2026-07-14
VIG
-3.27%VANGUARD SPECIALIZED FUNDS
Shares2.7K
Event2026-06-30
Filed2026-07-14
XSOE
-1.14%WISDOMTREE TR
Shares12.8K
Event2026-06-30
Filed2026-07-14
OMFL
0.06%INVESCO EXCH TRD SLF IDX FD
Shares9.0K
Event2026-06-30
Filed2026-07-14
FDN
-0.87%FIRST TR EXCHANGE-TRADED FD
Shares2.3K
Event2026-06-30
Filed2026-07-14
META PLATFORMS INC
2.86%META PLATFORMS INC
Shares1.0K
Event2026-06-30
Filed2026-07-14
QQQM
39.27%INVESCO EXCH TRADED FD TR II
Shares1.9K
Event2026-06-30
Filed2026-07-14
WISDOMTREE TR
0.44%WISDOMTREE TR
Shares7.7K
Event2026-06-30
Filed2026-07-14
USFR
-5.31%WISDOMTREE TR
Shares11.1K
Event2026-06-30
Filed2026-07-14
PNOV
-29.75%INNOVATOR ETFS TRUST
Shares12.6K
Event2026-06-30
Filed2026-07-14
BOCT
0.00%INNOVATOR ETFS TRUST
Shares10.4K
Event2026-06-30
Filed2026-07-14
PRFZ
-0.27%INVESCO EXCHANGE TRADED FD T
Shares9.6K
Event2026-06-30
Filed2026-07-14
BJUL
-0.03%INNOVATOR ETFS TRUST
Shares9.9K
Event2026-06-30
Filed2026-07-14
ET
0.74%ENERGY TRANSFER L P
Shares27.3K
Event2026-06-30
Filed2026-07-14
AMZN
-3.94%AMAZON COM INC
Shares2.2K
Event2026-06-30
Filed2026-07-14
PAPR
-0.02%INNOVATOR ETFS TRUST
Shares11.7K
Event2026-06-30
Filed2026-07-14
IVOV
-4.10%VANGUARD ADMIRAL FDS INC
Shares4.3K
Event2026-06-30
Filed2026-07-14
VUG
499.89%VANGUARD INDEX FDS
Shares5.7K
Event2026-06-30
Filed2026-07-14
KLAC
901.24%KLA CORP
Shares1.6K
Event2026-06-30
Filed2026-07-14
USMF
0.05%WISDOMTREE TR
Shares8.9K
Event2026-06-30
Filed2026-07-14
PMAY
-3.66%INNOVATOR ETFS TRUST
Shares11.5K
Event2026-06-30
Filed2026-07-14
UNITEDHEALTH GROUP INC
-38.44%UNITEDHEALTH GROUP INC
Shares1.1K
Event2026-06-30
Filed2026-07-14
MSFT
1.14%MICROSOFT CORP
Shares1.2K
Event2026-06-30
Filed2026-07-14
FVD
0.43%FIRST TR EXCHANGE-TRADED FD
Shares9.4K
Event2026-06-30
Filed2026-07-14
IWF
300.00%ISHARES TR
Shares3.4K
Event2026-06-30
Filed2026-07-14
BMAR
-6.86%INNOVATOR ETFS TRUST
Shares7.3K
Event2026-06-30
Filed2026-07-14
DDWM
45.29%WISDOMTREE TR
Shares9.1K
Event2026-06-30
Filed2026-07-14
SPDW
46.51%SPDR INDEX SHS FDS
Shares8.3K
Event2026-06-30
Filed2026-07-14
PXF
-2.57%INVESCO EXCH TRADED FD TR II
Shares5.4K
Event2026-06-30
Filed2026-07-14
DGRS
0.01%WISDOMTREE TR
Shares6.8K
Event2026-06-30
Filed2026-07-14
BUFD
-11.27%FIRST TR EXCHNG TRADED FD VI
Shares13.3K
Event2026-06-30
Filed2026-07-14
FJAN
-5.39%FIRST TR EXCHNG TRADED FD VI
Shares7.1K
Event2026-06-30
Filed2026-07-14
APPLIED MATLS INC
0.19%APPLIED MATLS INC
Shares538
Event2026-06-30
Filed2026-07-14
MS
0.27%MORGAN STANLEY
Shares1.9K
Event2026-06-30
Filed2026-07-14
IGV
1.28%ISHARES TR
Shares4.2K
Event2026-06-30
Filed2026-07-14
QYLD
2.79%GLOBAL X FDS
Shares19.9K
Event2026-06-30
Filed2026-07-14
KOCT
-2.00%INNOVATOR ETFS TRUST
Shares9.8K
Event2026-06-30
Filed2026-07-14
BJAN
-5.37%INNOVATOR ETFS TRUST
Shares6.2K
Event2026-06-30
Filed2026-07-14
KAUG
-28.40%INNOVATOR ETFS TRUST
Shares12.5K
Event2026-06-30
Filed2026-07-14
VOO
0.00%VANGUARD INDEX FDS
Shares513
Event2026-06-30
Filed2026-07-14
XSLV
0.20%INVESCO EXCH TRADED FD TR II
Shares6.6K
Event2026-06-30
Filed2026-07-14
FTCS
0.25%FIRST TR EXCHANGE-TRADED FD
Shares3.7K
Event2026-06-30
Filed2026-07-14
KJAN
-6.87%INNOVATOR ETFS TRUST
Shares7.5K
Event2026-06-30
Filed2026-07-14
GOOG
1.57%ALPHABET INC
Shares968
Event2026-06-30
Filed2026-07-14
ROYAL CARIBBEAN GROUP
0.00%ROYAL CARIBBEAN GROUP
Shares1.1K
Event2026-06-30
Filed2026-07-14
SYK
0.57%STRYKER CORPORATION
Shares1.1K
Event2026-06-30
Filed2026-07-14
IEI
0.40%ISHARES TR
Shares2.8K
Event2026-06-30
Filed2026-07-14
NSEP
0.00%INNOVATOR ETFS TRUST
Shares10.2K
Event2026-06-30
Filed2026-07-14
FSEP
-0.24%FIRST TR EXCHNG TRADED FD VI
Shares5.7K
Event2026-06-30
Filed2026-07-14
MINT
-0.07%PIMCO ETF TR
Shares3.1K
Event2026-06-30
Filed2026-07-14
DXJ
8.04%WISDOMTREE TR
Shares1.8K
Event2026-06-30
Filed2026-07-14
NFEB
0.00%INNOVATOR ETFS TRUST
Shares9.7K
Event2026-06-30
Filed2026-07-14
DEM
0.41%WISDOMTREE TR
Shares5.4K
Event2026-06-30
Filed2026-07-14
TSLA
0.73%TESLA INC
Shares688
Event2026-06-30
Filed2026-07-14
BKLN
-0.11%INVESCO EXCH TRADED FD TR II
Shares14.2K
Event2026-06-30
Filed2026-07-14
XMLV
-5.87%INVESCO EXCH TRADED FD TR II
Shares4.3K
Event2026-06-30
Filed2026-07-14
GLW
0.18%CORNING INC
Shares1.1K
Event2026-06-30
Filed2026-07-14
NJAN
-0.02%INNOVATOR ETFS TRUST
Shares4.8K
Event2026-06-30
Filed2026-07-14
NTSX
-2.10%WISDOMTREE TR
Shares4.7K
Event2026-06-30
Filed2026-07-14
XYLG
0.00%GLOBAL X FDS
Shares9.7K
Event2026-06-30
Filed2026-07-14
DAPR
0.00%FIRST TR EXCHNG TRADED FD VI
Shares6.7K
Event2026-06-30
Filed2026-07-14
HDV
399.49%ISHARES TR
Shares9.8K
Event2026-06-30
Filed2026-07-14
NOCT
0.00%INNOVATOR ETFS TRUST
Shares4.3K
Event2026-06-30
Filed2026-07-14
IEF
10.50%ISHARES TR
Shares2.6K
Event2026-06-30
Filed2026-07-14
JVAL
0.00%J P MORGAN EXCHANGE TRADED F
Shares4.1K
Event2026-06-30
Filed2026-07-14
TSM
0.00%TAIWAN SEMICONDUCTOR MANUFAC
Shares500
Event2026-06-30
Filed2026-07-14
USEP
0.00%INNOVATOR ETFS TRUST
Shares5.7K
Event2026-06-30
Filed2026-07-14
WDC
0.28%WESTERN DIGITAL CORP
Shares363
Event2026-06-30
Filed2026-07-14
VISA INC
0.31%VISA INC
Shares654
Event2026-06-30
Filed2026-07-14
ZAUG
0.00%INNOVATOR ETFS TRUST
Shares7.9K
Event2026-06-30
Filed2026-07-14
PDI
-23.50%PIMCO DYNAMIC INCOME FD
Shares13.0K
Event2026-06-30
Filed2026-07-14
DIM
0.72%WISDOMTREE TR
Shares2.5K
Event2026-06-30
Filed2026-07-14
UJAN
-0.91%INNOVATOR ETFS TRUST
Shares4.6K
Event2026-06-30
Filed2026-07-14
TPYP
0.00%TORTOISE CAPITAL SERIES TRUS
Shares4.8K
Event2026-06-30
Filed2026-07-14
DLS
0.58%WISDOMTREE TR
Shares2.4K
Event2026-06-30
Filed2026-07-14
WFC
0.91%WELLS FARGO & CO
Shares2.4K
Event2026-06-30
Filed2026-07-14
FJUN
0.00%FIRST TR EXCHNG TRADED FD VI
Shares3.3K
Event2026-06-30
Filed2026-07-14
HRTX
-32.13%HERON THERAPEUTICS INC
Shares25.4K
Event2026-06-30
Filed2026-07-14
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available