Sponsored

The Analysis of WETZEL INVESTMENT ADVISORS, INC.'s Holdings & P&L

Currently, WETZEL INVESTMENT ADVISORS, INC. holds 139 types of securities in its portfolio with a total value $288.7M. In the most recent quarter, they have increased their positions in IWF (+128.5K shares, valued at $16.0M), VOO (+10.9K shares, valued at $7.5M), SFLR (+141.7K shares, valued at $5.5M); decreased their positions in ICVT (-32.9K shares, valued at $4.0M), VTV (-17.7K shares, valued at $3.9M), VXUS (-41.4K shares, valued at $3.5M); initiated new positions in N/A (+107.2K shares, valued at $3.0M), CORO (+29.3K shares, valued at $1.1M), N/A (+14.4K shares, valued at $422.0K).

1M P&L

+1.6M+0.69%

3M P&L

+9.3M+4.08%

HY P&L

-45.5M-16.14%

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/A212.1M

81.7%

2Drug Manufacturers - General15.4M

5.9%

3Banks - Diversified3.9M

1.5%

Top Industries by Stock Count

1N/A77 stocks

63.1%

2Semiconductors4 stocks

3.3%

3Drug Manufacturers - General4 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS38.1K shares40.08%2026-06-302026-07-23

SFLR INNOVATOR ETFS TRUST631.2K shares28.96%2026-06-302026-07-23

IWF ISHARES TR183.9K shares231.67%2026-06-302026-07-23

VTV VANGUARD INDEX FDS70.1K shares-20.15%2026-06-302026-07-23

LLY ELI LILLY & CO11.3K shares0.00%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO39.3K shares-1.06%2026-06-302026-07-23

BRTR BLACKROCK ETF TRUST II253.3K shares12.77%2026-06-302026-07-23

GOVT ISHARES TR466.5K shares99.16%2026-06-302026-07-23

Sponsored

VXUS VANGUARD STAR FDS122.6K shares-25.24%2026-06-302026-07-23

DYNF BLACKROCK ETF TRUST118.3K shares59.82%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T7.6K shares-0.03%2026-06-302026-07-23

JHMM JOHN HANCOCK EXCHANGE TRADED68.5K shares17.37%2026-06-302026-07-23

VXF VANGUARD INDEX FDS20.5K shares-10.98%2026-06-302026-07-23

SPIB SPDR SERIES TRUST143.3K shares3.23%2026-06-302026-07-23

SPHQ INVESCO EXCHANGE TRADED FD T49.4K shares-2.89%2026-06-302026-07-23

IEMG ISHARES INC52.9K shares-25.68%2026-06-302026-07-23

Sponsored

SPMO INVESCO EXCH TRADED FD TR II24.0K shares-1.66%2026-06-302026-07-23

C CITIGROUP INC27.6K shares-12.64%2026-06-302026-07-23

AAPL APPLE INC13.3K shares-5.55%2026-06-302026-07-23

THRO BLACKROCK ETF TRUST78.8K shares308.19%2026-06-302026-07-23

IJH ISHARES TR41.7K shares-8.12%2026-06-302026-07-23

BLACKROCK ETF TRUST BLACKROCK ETF TRUST107.2K sharesnew addition2026-06-302026-07-23

FDL FIRST TR EXCHANGE-TRADED FD60.3K shares-3.19%2026-06-302026-07-23

BINC BLACKROCK ETF TRUST II55.8K shares-13.28%2026-06-302026-07-23

Sponsored

BNDX VANGUARD CHARLOTTE FDS56.8K shares239.12%2026-06-302026-07-23

FTCS FIRST TR EXCHANGE-TRADED FD27.9K shares-2.01%2026-06-302026-07-23

EMGF ISHARES INC33.5K shares-6.14%2026-06-302026-07-23

VO VANGUARD INDEX FDS26.8K shares285.48%2026-06-302026-07-23

VIG VANGUARD SPECIALIZED FUNDS9.0K shares-2.09%2026-06-302026-07-23

MPC MARATHON PETE CORP7.4K shares-5.10%2026-06-302026-07-23

GOOGL ALPHABET INC5.2K shares-0.04%2026-06-302026-07-23

NVDA NVIDIA CORPORATION9.1K shares13.92%2026-06-302026-07-23

Sponsored

WMT WALMART INC15.4K shares-23.95%2026-06-302026-07-23

QDPL PACER FDS TR35.9K shares0.00%2026-06-302026-07-23

DMAR FIRST TR EXCHNG TRADED FD VI32.8K shares-2.62%2026-06-302026-07-23

MSFT MICROSOFT CORP3.9K shares-2.93%2026-06-302026-07-23

FEX FIRST TR EXCHANGE-TRADED ALP9.3K shares-1.32%2026-06-302026-07-23

ICVT ISHARES TR10.5K shares-75.84%2026-06-302026-07-23

USMV ISHARES TR12.8K shares-5.92%2026-06-302026-07-23

QQQ INVESCO QQQ TR1.7K shares0.00%2026-06-302026-07-23

Sponsored

ETN EATON CORP PLC2.6K shares-7.48%2026-06-302026-07-23

ISHARES TR ISHARES TR11.7K shares-13.60%2026-06-302026-07-23

BROADCOM INC BROADCOM INC2.9K shares-12.16%2026-06-302026-07-23

CORO BLACKROCK ETF TRUST29.3K sharesnew addition2026-06-302026-07-23

PRU PRUDENTIAL FINL INC9.9K shares-1.34%2026-06-302026-07-23

IWD ISHARES TR4.4K shares-30.01%2026-06-302026-07-23

USHY ISHARES TR27.8K shares-21.03%2026-06-302026-07-23

MU MICRON TECHNOLOGY INC867 shares-0.23%2026-06-302026-07-23

Sponsored

JNJ JOHNSON & JOHNSON3.9K shares-3.84%2026-06-302026-07-23

NBSD NEUBERGER BERMAN ETF TRUST19.5K shares-23.79%2026-06-302026-07-23

JXN JACKSON FINANCIAL INC9.1K shares295.65%2026-06-302026-07-23

IYW ISHARES TR3.5K shares-9.52%2026-06-302026-07-23

BAC-PL BANK OF AMER CORP700 shares0.00%2026-06-302026-07-23

FITB FIFTH THIRD BANCORP14.9K shares-1.45%2026-06-302026-07-23

APA CORPORATION APA CORPORATION26.0K shares0.30%2026-06-302026-07-23

VTEB VANGUARD MUN BD FDS15.7K shares1.21%2026-06-302026-07-23

Sponsored

UNP UNION PAC CORP2.9K shares-2.11%2026-06-302026-07-23

RJF RAYMOND JAMES FINL INC5.0K shares11.04%2026-06-302026-07-23

COP CONOCOPHILLIPS7.3K shares0.00%2026-06-302026-07-23

EXXON MOBIL CORP EXXON MOBIL CORP5.5K shares-1.78%2026-06-302026-07-23

COWZ PACER FDS TR11.5K shares0.00%2026-06-302026-07-23

DMAY FIRST TR EXCHNG TRADED FD VI14.6K shares-4.23%2026-06-302026-07-23

ALL ALLSTATE CORP2.8K shares-0.61%2026-06-302026-07-23

ITOT ISHARES TR3.8K shares-13.81%2026-06-302026-07-23

Sponsored

AMZN AMAZON COM INC2.6K shares-0.35%2026-06-302026-07-23

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC13.4K shares0.00%2026-06-302026-07-23

HDEF DBX ETF TR17.7K shares-3.68%2026-06-302026-07-23

TT TRANE TECHNOLOGIES PLC1.1K shares-11.64%2026-06-302026-07-23

MINO PIMCO ETF TR12.0K shares0.00%2026-06-302026-07-23

GSLC GOLDMAN SACHS ETF TR3.8K shares-1.73%2026-06-302026-07-23

IWB ISHARES TR1.3K shares0.00%2026-06-302026-07-23

MSI MOTOROLA SOLUTIONS INC1.2K shares-8.71%2026-06-302026-07-23

Sponsored

IJR ISHARES TR3.3K shares-36.99%2026-06-302026-07-23

DGRO ISHARES TR6.3K shares-1.15%2026-06-302026-07-23

PFE PFIZER INC19.4K shares-10.24%2026-06-302026-07-23

CISCO SYS INC CISCO SYS INC3.8K shares-15.38%2026-06-302026-07-23

MTRN MATERION CORP1.5K shares0.00%2026-06-302026-07-23

SPLV INVESCO EXCH TRADED FD TR II5.9K shares1.49%2026-06-302026-07-23

CARILLON SER TR CARILLON SER TR14.4K sharesnew addition2026-06-302026-07-23

XLV SELECT SECTOR SPDR TR2.7K shares0.34%2026-06-302026-07-23

Sponsored

CHUBB LIMITED CHUBB LIMITED1.2K shares-17.81%2026-06-302026-07-23

JEPI J P MORGAN EXCHANGE TRADED F7.3K shares-3.22%2026-06-302026-07-23

HIG HARTFORD INSURANCE GROUP INC3.0K shares0.00%2026-06-302026-07-23

VT VANGUARD INTL EQUITY INDEX F2.5K shares-33.03%2026-06-302026-07-23

MIRM MIRUM PHARMACEUTICALS INC3.3K shares0.00%2026-06-302026-07-23

MRK MERCK & CO INC3.0K shares-12.37%2026-06-302026-07-23

QCOM QUALCOMM INC2.0K shares0.00%2026-06-302026-07-23

UNM UNUM GROUP4.0K shares-2.81%2026-06-302026-07-23

Sponsored

HD HOME DEPOT INC998 shares-18.33%2026-06-302026-07-23

FNDF SCHWAB STRATEGIC TR6.6K sharesnew addition2026-06-302026-07-23

SCHM SCHWAB STRATEGIC TR9.3K shares-0.65%2026-06-302026-07-23

VEA VANGUARD TAX-MANAGED FDS4.7K sharesnew addition2026-06-302026-07-23

FXH FIRST TR EXCHANGE-TRADED FD2.7K shares0.00%2026-06-302026-07-23

SRLN SSGA ACTIVE ETF TR8.1K shares-41.16%2026-06-302026-07-23

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.2K shares-16.26%2026-06-302026-07-23

FVD FIRST TR EXCHANGE-TRADED FD6.6K shares-45.07%2026-06-302026-07-23

Sponsored

KHC KRAFT HEINZ CO13.5K sharesnew addition2026-06-302026-07-23

DJAN FIRST TR EXCHNG TRADED FD VI7.0K shares-1.41%2026-06-302026-07-23

XLI SELECT SECTOR SPDR TR1.7K shares-5.13%2026-06-302026-07-23

XLE SELECT SECTOR SPDR TR5.8K shares-1.93%2026-06-302026-07-23

GOLY STRATEGY SHS12.2K shares0.00%2026-06-302026-07-23

WBS WEBSTER FINL CORP4.0K shares0.00%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC518 sharesnew addition2026-06-302026-07-23

IYG ISHARES TR3.3K shares-9.79%2026-06-302026-07-23

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL1.3K shares0.00%2026-06-302026-07-23

GLW CORNING INC1.2K sharesnew addition2026-06-302026-07-23

CME CME GROUP INC1.3K shares-11.18%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC519 shares-24.34%2026-06-302026-07-23

FDVV FIDELITY COVINGTON TRUST4.8K shares-29.10%2026-06-302026-07-23

SYSB ISHARES TR3.1K sharesnew addition2026-06-302026-07-23

NI NISOURCE INC5.8K shares0.00%2026-06-302026-07-23

JPIB J P MORGAN EXCHANGE TRADED F5.7K shares-11.24%2026-06-302026-07-23

Sponsored

XLY SELECT SECTOR SPDR TR2.3K shares-6.56%2026-06-302026-07-23

ISHARES TR ISHARES TR2.7K shares-12.32%2026-06-302026-07-23

POR PORTLAND GEN ELEC CO5.0K shares0.00%2026-06-302026-07-23

SCHF SCHWAB STRATEGIC TR9.4K shares-36.05%2026-06-302026-07-23

ADP AUTOMATIC DATA PROCESSING IN1.1K shares-10.89%2026-06-302026-07-23

VISA INC VISA INC745 shares-8.92%2026-06-302026-07-23

SDY SPDR SERIES TRUST1.6K shares-5.43%2026-06-302026-07-23

EUHY ISHARES INC4.5K sharesnew addition2026-06-302026-07-23

Sponsored

ABBVIE INC ABBVIE INC958 shares-3.04%2026-06-302026-07-23

VZ VERIZON COMMUNICATIONS INC5.6K shares-21.86%2026-06-302026-07-23

GE GE AEROSPACE615 sharesnew addition2026-06-302026-07-23

XLK SELECT SECTOR SPDR TR1.2K shares-20.17%2026-06-302026-07-23

AEE AMEREN CORP2.0K shares0.00%2026-06-302026-07-23

SCHB SCHWAB STRATEGIC TR7.8K sharesnew addition2026-06-302026-07-23

XLC SELECT SECTOR SPDR TR2.1K shares-3.66%2026-06-302026-07-23

TSLA TESLA INC522 shares-8.26%2026-06-302026-07-23

Sponsored

VLUE ISHARES TR1.1K sharesnew addition2026-06-302026-07-23

BSV VANGUARD BD INDEX FDS2.8K shares-63.78%2026-06-302026-07-23

IEF ISHARES TR2.3K sharesnew addition2026-06-302026-07-23

CALF PACER FDS TR4.2K shares-35.19%2026-06-302026-07-23

TJX TJX COS INC NEW1.4K shares-16.06%2026-06-302026-07-23

INTF ISHARES TR5.1K shares-27.29%2026-06-302026-07-23

APD AIR PRODUCTS AND CHEMICALS I707 shares-11.51%2026-06-302026-07-23

KO COCA COLA CO2.5K shares-21.97%2026-06-302026-07-23

Sponsored

KXI ISHARES TR3.0K sharesnew addition2026-06-302026-07-23

ICSH ISHARES TR4.0K shares-66.01%2026-06-302026-07-23

PRQR PROQR THRAPEUTICS N V10.5K sharesnew addition2026-06-302026-07-23

VOO

VANGUARD INDEX FDS

40.08%

Shares38.1K

Event2026-06-30

Filed2026-07-23

SFLR

INNOVATOR ETFS TRUST

28.96%

Shares631.2K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

231.67%

Shares183.9K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD INDEX FDS

-20.15%

Shares70.1K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

-1.06%

Shares39.3K

Event2026-06-30

Filed2026-07-23

BRTR

BLACKROCK ETF TRUST II

12.77%

Shares253.3K

Event2026-06-30

Filed2026-07-23

GOVT

ISHARES TR

99.16%

Shares466.5K

Event2026-06-30

Filed2026-07-23

VXUS

VANGUARD STAR FDS

-25.24%

Shares122.6K

Event2026-06-30

Filed2026-07-23

DYNF

BLACKROCK ETF TRUST

59.82%

Shares118.3K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

-0.03%

Shares7.6K

Event2026-06-30

Filed2026-07-23

JHMM

JOHN HANCOCK EXCHANGE TRADED

17.37%

Shares68.5K

Event2026-06-30

Filed2026-07-23

VXF

VANGUARD INDEX FDS

-10.98%

Shares20.5K

Event2026-06-30

Filed2026-07-23

SPIB

SPDR SERIES TRUST

3.23%

Shares143.3K

Event2026-06-30

Filed2026-07-23

SPHQ

INVESCO EXCHANGE TRADED FD T

-2.89%

Shares49.4K

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC

-25.68%

Shares52.9K

Event2026-06-30

Filed2026-07-23

SPMO

INVESCO EXCH TRADED FD TR II

-1.66%

Shares24.0K

Event2026-06-30

Filed2026-07-23

CITIGROUP INC

-12.64%

Shares27.6K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

-5.55%

Shares13.3K

Event2026-06-30

Filed2026-07-23

THRO

BLACKROCK ETF TRUST

308.19%

Shares78.8K

Event2026-06-30

Filed2026-07-23

IJH

ISHARES TR

-8.12%

Shares41.7K

Event2026-06-30

Filed2026-07-23

BLACKROCK ETF TRUST

New

Shares107.2K

Event2026-06-30

Filed2026-07-23

FDL

FIRST TR EXCHANGE-TRADED FD

-3.19%

Shares60.3K

Event2026-06-30

Filed2026-07-23

BINC

BLACKROCK ETF TRUST II

-13.28%

Shares55.8K

Event2026-06-30

Filed2026-07-23

BNDX

VANGUARD CHARLOTTE FDS

239.12%

Shares56.8K

Event2026-06-30

Filed2026-07-23

FTCS

FIRST TR EXCHANGE-TRADED FD

-2.01%

Shares27.9K

Event2026-06-30

Filed2026-07-23

EMGF

ISHARES INC

-6.14%

Shares33.5K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

285.48%

Shares26.8K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD SPECIALIZED FUNDS

-2.09%

Shares9.0K

Event2026-06-30

Filed2026-07-23

MPC

MARATHON PETE CORP

-5.10%

Shares7.4K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

-0.04%

Shares5.2K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

13.92%

Shares9.1K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

-23.95%

Shares15.4K

Event2026-06-30

Filed2026-07-23

QDPL

PACER FDS TR

0.00%

Shares35.9K

Event2026-06-30

Filed2026-07-23

DMAR

FIRST TR EXCHNG TRADED FD VI

-2.62%

Shares32.8K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

-2.93%

Shares3.9K

Event2026-06-30

Filed2026-07-23

FEX

FIRST TR EXCHANGE-TRADED ALP

-1.32%

Shares9.3K

Event2026-06-30

Filed2026-07-23

ICVT

ISHARES TR

-75.84%

Shares10.5K

Event2026-06-30

Filed2026-07-23

USMV

ISHARES TR

-5.92%

Shares12.8K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-23

ETN

EATON CORP PLC

-7.48%

Shares2.6K

Event2026-06-30

Filed2026-07-23

ISHARES TR

-13.60%

Shares11.7K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

-12.16%

Shares2.9K

Event2026-06-30

Filed2026-07-23

CORO

BLACKROCK ETF TRUST

New

Shares29.3K

Event2026-06-30

Filed2026-07-23

PRU

PRUDENTIAL FINL INC

-1.34%

Shares9.9K

Event2026-06-30

Filed2026-07-23

IWD

ISHARES TR

-30.01%

Shares4.4K

Event2026-06-30

Filed2026-07-23

USHY

ISHARES TR

-21.03%

Shares27.8K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

-0.23%

Shares867

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

-3.84%

Shares3.9K

Event2026-06-30

Filed2026-07-23

NBSD

NEUBERGER BERMAN ETF TRUST

-23.79%

Shares19.5K

Event2026-06-30

Filed2026-07-23

JXN

JACKSON FINANCIAL INC

295.65%

Shares9.1K

Event2026-06-30

Filed2026-07-23

IYW

ISHARES TR

-9.52%

Shares3.5K

Event2026-06-30

Filed2026-07-23

BAC-PL

BANK OF AMER CORP

0.00%

Shares700

Event2026-06-30

Filed2026-07-23

FITB

FIFTH THIRD BANCORP

-1.45%

Shares14.9K

Event2026-06-30

Filed2026-07-23

APA CORPORATION

0.30%

Shares26.0K

Event2026-06-30

Filed2026-07-23

VTEB

VANGUARD MUN BD FDS

1.21%

Shares15.7K

Event2026-06-30

Filed2026-07-23

UNP

UNION PAC CORP

-2.11%

Shares2.9K

Event2026-06-30

Filed2026-07-23

RJF

RAYMOND JAMES FINL INC

11.04%

Shares5.0K

Event2026-06-30

Filed2026-07-23

COP

CONOCOPHILLIPS

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

-1.78%

Shares5.5K

Event2026-06-30

Filed2026-07-23

COWZ

PACER FDS TR

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-23

DMAY

FIRST TR EXCHNG TRADED FD VI

-4.23%

Shares14.6K

Event2026-06-30

Filed2026-07-23

ALL

ALLSTATE CORP

-0.61%

Shares2.8K

Event2026-06-30

Filed2026-07-23

ITOT

ISHARES TR

-13.81%

Shares3.8K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

-0.35%

Shares2.6K

Event2026-06-30

Filed2026-07-23

CENTERPOINT ENERGY INC

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-23

HDEF

DBX ETF TR

-3.68%

Shares17.7K

Event2026-06-30

Filed2026-07-23

TRANE TECHNOLOGIES PLC

-11.64%

Shares1.1K

Event2026-06-30

Filed2026-07-23

MINO

PIMCO ETF TR

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-23

GSLC

GOLDMAN SACHS ETF TR

-1.73%

Shares3.8K

Event2026-06-30

Filed2026-07-23

IWB

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

MSI

MOTOROLA SOLUTIONS INC

-8.71%

Shares1.2K

Event2026-06-30

Filed2026-07-23

IJR

ISHARES TR

-36.99%

Shares3.3K

Event2026-06-30

Filed2026-07-23

DGRO

ISHARES TR

-1.15%

Shares6.3K

Event2026-06-30

Filed2026-07-23

PFE

PFIZER INC

-10.24%

Shares19.4K

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

-15.38%

Shares3.8K

Event2026-06-30

Filed2026-07-23

MTRN

MATERION CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

SPLV

INVESCO EXCH TRADED FD TR II

1.49%

Shares5.9K

Event2026-06-30

Filed2026-07-23

CARILLON SER TR

New

Shares14.4K

Event2026-06-30

Filed2026-07-23

XLV

SELECT SECTOR SPDR TR

0.34%

Shares2.7K

Event2026-06-30

Filed2026-07-23

CHUBB LIMITED

-17.81%

Shares1.2K

Event2026-06-30

Filed2026-07-23

JEPI

J P MORGAN EXCHANGE TRADED F

-3.22%

Shares7.3K

Event2026-06-30

Filed2026-07-23

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-23

VANGUARD INTL EQUITY INDEX F

-33.03%

Shares2.5K

Event2026-06-30

Filed2026-07-23

MIRM

MIRUM PHARMACEUTICALS INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO INC

-12.37%

Shares3.0K

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

UNM

UNUM GROUP

-2.81%

Shares4.0K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

-18.33%

Shares998

Event2026-06-30

Filed2026-07-23

FNDF

SCHWAB STRATEGIC TR

New

Shares6.6K

Event2026-06-30

Filed2026-07-23

SCHM

SCHWAB STRATEGIC TR

-0.65%

Shares9.3K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD TAX-MANAGED FDS

New

Shares4.7K

Event2026-06-30

Filed2026-07-23

FXH

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-23

SRLN

SSGA ACTIVE ETF TR

-41.16%

Shares8.1K

Event2026-06-30

Filed2026-07-23

JOHNSON CONTROLS INTERNATION

-16.26%

Shares2.2K

Event2026-06-30

Filed2026-07-23

FVD

FIRST TR EXCHANGE-TRADED FD

-45.07%

Shares6.6K

Event2026-06-30

Filed2026-07-23

KHC

KRAFT HEINZ CO

New

Shares13.5K

Event2026-06-30

Filed2026-07-23

DJAN

FIRST TR EXCHNG TRADED FD VI

-1.41%

Shares7.0K

Event2026-06-30

Filed2026-07-23

XLI

SELECT SECTOR SPDR TR

-5.13%

Shares1.7K

Event2026-06-30

Filed2026-07-23

XLE

SELECT SECTOR SPDR TR

-1.93%

Shares5.8K

Event2026-06-30

Filed2026-07-23

GOLY

STRATEGY SHS

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-23

WBS

WEBSTER FINL CORP

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

New

Shares518

Event2026-06-30

Filed2026-07-23

IYG

ISHARES TR

-9.79%

Shares3.3K

Event2026-06-30

Filed2026-07-23

WASTE MGMT INC DEL

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

GLW

CORNING INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

CME

CME GROUP INC

-11.18%

Shares1.3K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

-24.34%

Shares519

Event2026-06-30

Filed2026-07-23

FDVV

FIDELITY COVINGTON TRUST

-29.10%

Shares4.8K

Event2026-06-30

Filed2026-07-23

SYSB

ISHARES TR

New

Shares3.1K

Event2026-06-30

Filed2026-07-23

NISOURCE INC

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-23

JPIB

J P MORGAN EXCHANGE TRADED F

-11.24%

Shares5.7K

Event2026-06-30

Filed2026-07-23

XLY

SELECT SECTOR SPDR TR

-6.56%

Shares2.3K

Event2026-06-30

Filed2026-07-23

ISHARES TR

-12.32%

Shares2.7K

Event2026-06-30

Filed2026-07-23

POR

PORTLAND GEN ELEC CO

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-23

SCHF

SCHWAB STRATEGIC TR

-36.05%

Shares9.4K

Event2026-06-30

Filed2026-07-23

ADP

AUTOMATIC DATA PROCESSING IN

-10.89%

Shares1.1K

Event2026-06-30

Filed2026-07-23

VISA INC

-8.92%

Shares745

Event2026-06-30

Filed2026-07-23

SDY

SPDR SERIES TRUST

-5.43%

Shares1.6K

Event2026-06-30

Filed2026-07-23

EUHY

ISHARES INC

New

Shares4.5K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

-3.04%

Shares958

Event2026-06-30

Filed2026-07-23

VERIZON COMMUNICATIONS INC

-21.86%

Shares5.6K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE

New

Shares615

Event2026-06-30

Filed2026-07-23

XLK

SELECT SECTOR SPDR TR

-20.17%

Shares1.2K

Event2026-06-30

Filed2026-07-23

AEE

AMEREN CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

SCHB

SCHWAB STRATEGIC TR

New

Shares7.8K

Event2026-06-30

Filed2026-07-23

XLC

SELECT SECTOR SPDR TR

-3.66%

Shares2.1K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

-8.26%

Shares522

Event2026-06-30

Filed2026-07-23

VLUE

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-23

BSV

VANGUARD BD INDEX FDS

-63.78%

Shares2.8K

Event2026-06-30

Filed2026-07-23

IEF

ISHARES TR

New

Shares2.3K

Event2026-06-30

Filed2026-07-23

CALF

PACER FDS TR

-35.19%

Shares4.2K

Event2026-06-30

Filed2026-07-23

TJX

TJX COS INC NEW

-16.06%

Shares1.4K

Event2026-06-30

Filed2026-07-23

INTF

ISHARES TR

-27.29%

Shares5.1K

Event2026-06-30

Filed2026-07-23

APD

AIR PRODUCTS AND CHEMICALS I

-11.51%

Shares707

Event2026-06-30

Filed2026-07-23

COCA COLA CO

-21.97%

Shares2.5K

Event2026-06-30

Filed2026-07-23

KXI

ISHARES TR

New

Shares3.0K

Event2026-06-30

Filed2026-07-23

ICSH

ISHARES TR

-66.01%

Shares4.0K

Event2026-06-30

Filed2026-07-23

PRQR

PROQR THRAPEUTICS N V

New

Shares10.5K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available