Sponsored

The Analysis of 626 Financial, LLC's Holdings & P&L

Currently, 626 Financial, LLC holds 126 types of securities in its portfolio with a total value $255.7M. In the most recent quarter, they have increased their positions in QQQM (+20.9K shares, valued at $6.3M), DFAX (+37.3K shares, valued at $1.4M), DTD (+10.9K shares, valued at $1.0M); decreased their positions in SYK (-6.5K shares, valued at $2.0M), IWY (-4.4K shares, valued at $1.3M), JNJ (-843 shares, valued at $214.1K); initiated new positions in VO (+11.8K shares, valued at $950.1K), AMD (+1.1K shares, valued at $625.1K), MU (+537 shares, valued at $619.9K).

1M P&L

-275.2K-0.12%

3M P&L

+9.7M+4.28%

HY P&L

+16.4M+7.45%

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/A125.7M

52.8%

2Medical Devices21.5M

9.0%

3Consumer Electronics14.5M

6.1%

Top Industries by Stock Count

1N/A40 stocks

36.4%

2Semiconductors6 stocks

5.5%

3Specialty Industrial Machinery5 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DTD WISDOMTREE TR305.8K shares3.69%2026-06-302026-07-27

SYK STRYKER CORPORATION67.8K shares-8.70%2026-06-302026-07-27

WTV WISDOMTREE TR148.0K shares5.75%2026-06-302026-07-27

AAPL APPLE INC50.0K shares-0.39%2026-06-302026-07-27

GRPM INVESCO EXCHANGE TRADED FD T95.4K shares5.49%2026-06-302026-07-27

QQQM INVESCO EXCH TRADED FD TR II37.5K shares126.19%2026-06-302026-07-27

GOOGL ALPHABET INC23.6K shares0.16%2026-06-302026-07-27

AMZN AMAZON COM INC35.1K shares-0.20%2026-06-302026-07-27

Sponsored

IWY ISHARES TR27.3K shares-13.76%2026-06-302026-07-27

MSFT MICROSOFT CORP20.4K shares1.24%2026-06-302026-07-27

NVDA NVIDIA CORPORATION35.8K shares-0.65%2026-06-302026-07-27

DFAX DIMENSIONAL ETF TRUST186.8K shares24.94%2026-06-302026-07-27

FEMS FIRST TR EXCH TRD ALPHDX FD146.4K shares4.28%2026-06-302026-07-27

SPSM SPDR SERIES TRUST106.7K shares1.44%2026-06-302026-07-27

GOOG ALPHABET INC14.2K shares-0.85%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS12.7K shares0.22%2026-06-302026-07-27

Sponsored

FAB FIRST TR EXCHANGE-TRADED ALP35.2K shares-1.45%2026-06-302026-07-27

SMIN ISHARES TR38.5K shares11.31%2026-06-302026-07-27

QCOM QUALCOMM INC14.6K shares0.04%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO8.1K shares-1.16%2026-06-302026-07-27

ISHARES TR ISHARES TR3.2K shares0.25%2026-06-302026-07-27

LLY ELI LILLY & CO2.0K shares-1.65%2026-06-302026-07-27

PULS PGIM ETF TR43.5K shares22.40%2026-06-302026-07-27

XLK SELECT SECTOR SPDR TR10.8K shares-5.18%2026-06-302026-07-27

Sponsored

CAT CATERPILLAR INC1.8K shares0.00%2026-06-302026-07-27

IWM ISHARES TR6.3K shares-1.80%2026-06-302026-07-27

FAD FIRST TR EXCHANGE-TRADED ALP9.5K shares0.00%2026-06-302026-07-27

IWN ISHARES TR8.2K shares0.52%2026-06-302026-07-27

AFL AFLAC INC13.4K shares0.00%2026-06-302026-07-27

IJH ISHARES TR20.2K shares-6.32%2026-06-302026-07-27

WMT WALMART INC12.7K shares0.10%2026-06-302026-07-27

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.8K shares0.00%2026-06-302026-07-27

Sponsored

GLD SPDR GOLD TR3.4K shares2.77%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL2.4K shares0.00%2026-06-302026-07-27

UPS UNITED PARCEL SVCS INC11.1K shares-1.71%2026-06-302026-07-27

EMR EMERSON ELEC CO8.3K shares-1.18%2026-06-302026-07-27

PG PROCTER & GAMBLE CO8.1K shares0.00%2026-06-302026-07-27

ABBVIE INC ABBVIE INC4.7K shares0.00%2026-06-302026-07-27

VGSH VANGUARD SCOTTSDALE FDS19.8K shares105.56%2026-06-302026-07-27

VTV VANGUARD INDEX FDS5.3K shares0.00%2026-06-302026-07-27

Sponsored

JNJ JOHNSON & JOHNSON4.4K shares-16.00%2026-06-302026-07-27

UBER UBER TECHNOLOGIES INC14.8K shares-0.60%2026-06-302026-07-27

C CITIGROUP INC7.3K shares-0.60%2026-06-302026-07-27

CVX CHEVRON CORPORATION5.8K shares-2.96%2026-06-302026-07-27

PFE PFIZER INC39.9K shares9.90%2026-06-302026-07-27

VO VANGUARD INDEX FDS11.8K sharesnew addition2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.3K shares0.00%2026-06-302026-07-27

TSLA TESLA INC2.2K shares-0.72%2026-06-302026-07-27

Sponsored

DAL DELTA AIR LINES INC9.5K shares-7.29%2026-06-302026-07-27

SPYG SPDR SERIES TRUST7.4K shares0.00%2026-06-302026-07-27

DLN WISDOMTREE TR9.0K shares0.26%2026-06-302026-07-27

INTC INTEL CORP6.2K shares-7.96%2026-06-302026-07-27

GIS GENERAL MILLS INC23.7K shares10.52%2026-06-302026-07-27

BMY BRISTOL-MYERS SQUIBB CO12.4K shares-13.25%2026-06-302026-07-27

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS5.7K shares172.57%2026-06-302026-07-27

PH PARKER-HANNIFIN CORP670 shares-4.56%2026-06-302026-07-27

Sponsored

DOW DOW HLDGS INC23.7K shares-3.59%2026-06-302026-07-27

VXUS VANGUARD STAR FDS7.5K shares45.72%2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC1.1K shares30.16%2026-06-302026-07-27

IJK ISHARES TR5.4K shares0.00%2026-06-302026-07-27

AMD ADVANCED MICRO DEVICES INC1.1K sharesnew addition2026-06-302026-07-27

SPYV SPDR SERIES TRUST10.3K shares0.00%2026-06-302026-07-27

MU MICRON TECHNOLOGY INC537 sharesnew addition2026-06-302026-07-27

IBM INTERNATIONAL BUSINESS MACHS2.0K shares-1.22%2026-06-302026-07-27

Sponsored

LNG CHENIERE ENERGY INC2.3K shares0.00%2026-06-302026-07-27

EXXON MOBIL CORP EXXON MOBIL CORP4.1K shares0.12%2026-06-302026-07-27

KHC KRAFT HEINZ CO23.0K shares49.29%2026-06-302026-07-27

COF CAPITAL ONE FINL CORP2.5K shares0.00%2026-06-302026-07-27

FDN FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2026-06-302026-07-27

NETFLIX INC. NETFLIX INC.7.0K shares-3.35%2026-06-302026-07-27

DE DEERE & CO783 shares-20.18%2026-06-302026-07-27

NKE NIKE INC12.0K shares17.50%2026-06-302026-07-27

Sponsored

ITW ILLINOIS TOOL WKS INC1.8K shares0.00%2026-06-302026-07-27

AXP AMERICAN EXPRESS CO1.4K shares0.07%2026-06-302026-07-27

LMBS FIRST TR EXCHANGE-TRADED FD9.5K shares-15.53%2026-06-302026-07-27

VOOG VANGUARD ADMIRAL FDS INC5.6K shares500.00%2026-06-302026-07-27

SW SMURFIT WESTROCK PLC9.6K shares-11.25%2026-06-302026-07-27

VZ VERIZON COMMUNICATIONS INC10.4K shares0.04%2026-06-302026-07-27

GGG GRACO INC5.8K shares0.00%2026-06-302026-07-27

F FORD MTR CO30.1K shares-0.73%2026-06-302026-07-27

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION441 shares-6.96%2026-06-302026-07-27

BKLC BNY MELLON ETF TRUST2.9K shares11.15%2026-06-302026-07-27

PM PHILIP MORRIS INTL INC2.3K shares-6.17%2026-06-302026-07-27

MO ALTRIA GROUP INC5.5K shares-9.17%2026-06-302026-07-27

MRVL MARVELL TECHNOLOGY INC1.3K sharesnew addition2026-06-302026-07-27

CISCO SYS INC CISCO SYS INC3.0K shares-1.93%2026-06-302026-07-27

BUD ANHEUSER BUSCH INBEV SA NV4.3K shares-14.08%2026-06-302026-07-27

SDVY FIRST TR EXCHANGE TRADED FD8.2K shares0.00%2026-06-302026-07-27

Sponsored

PEP PEPSICO INC2.6K shares0.04%2026-06-302026-07-27

GLW CORNING INC1.3K sharesnew addition2026-06-302026-07-27

SLYV SPDR SERIES TRUST3.0K shares0.00%2026-06-302026-07-27

SBUX STARBUCKS CORP3.1K shares0.03%2026-06-302026-07-27

QQQI NEOS ETF TRUST5.6K shares0.00%2026-06-302026-07-27

FDX FEDEX CORP1.0K shares0.00%2026-06-302026-07-27

T AT&T INC15.3K shares0.00%2026-06-302026-07-27

QQQ INVESCO QQQ TR409 shares0.00%2026-06-302026-07-27

Sponsored

MS MORGAN STANLEY1.4K shares0.00%2026-06-302026-07-27

ISHARES TR ISHARES TR3.0K shares1.63%2026-06-302026-07-27

ORACLE CORP ORACLE CORP2.0K shares-24.43%2026-06-302026-07-27

IWB ISHARES TR691 shares0.00%2026-06-302026-07-27

KO COCA COLA CO3.5K shares0.09%2026-06-302026-07-27

HMC HONDA MOTOR CO LTD10.0K shares0.00%2026-06-302026-07-27

MBWM MERCANTILE BK CORP4.7K shares-3.59%2026-06-302026-07-27

MCD MCDONALDS CORP998 shares0.00%2026-06-302026-07-27

Sponsored

CEG CONSTELLATION ENERGY CORP1.1K sharesnew addition2026-06-302026-07-27

VYM VANGUARD WHITEHALL FDS1.7K shares0.00%2026-06-302026-07-27

VRT VERTIV HOLDINGS CO783 sharesnew addition2026-06-302026-07-27

NEXTERA ENERGY INC NEXTERA ENERGY INC3.0K shares35.50%2026-06-302026-07-27

GE GE AEROSPACE699 shares-10.27%2026-06-302026-07-27

ALB ALBEMARLE CORP1.9K shares-8.21%2026-06-302026-07-27

FTA FIRST TR EXCHANGE-TRADED ALP2.6K shares0.00%2026-06-302026-07-27

BROADCOM INC BROADCOM INC672 sharesnew addition2026-06-302026-07-27

Sponsored

IWO ISHARES TR614 sharesnew addition2026-06-302026-07-27

NSC NORFOLK SOUTHN CORP752 shares0.00%2026-06-302026-07-27

DTE DTE ENERGY CO1.5K shares0.07%2026-06-302026-07-27

ETN EATON CORP PLC545 sharesnew addition2026-06-302026-07-27

SIXG ETF SER SOLUTIONS2.4K sharesnew addition2026-06-302026-07-27

CRM SALESFORCE INC1.4K shares-33.30%2026-06-302026-07-27

WHR WHIRLPOOL CORP5.6K shares2.18%2026-06-302026-07-27

FXL FIRST TR EXCHANGE-TRADED FD996 sharesnew addition2026-06-302026-07-27

Sponsored

TSN TYSON FOODS INC3.8K shares-3.30%2026-06-302026-07-27

ABT ABBOTT LABORATORIES2.3K shares0.00%2026-06-302026-07-27

MDLZ MONDELEZ INTL INC3.5K shares-8.29%2026-06-302026-07-27

FTMH PUTNAM ETF TRUST14.7K shares0.00%2026-06-302026-07-27

ERIC TELEFONAKTIEBOLAGET LM ERICS11.5K shares0.00%2026-06-302026-07-27

NAK NORTHERN DYNASTY MINERALS LT34.2K shares13.25%2026-06-302026-07-27

DTD

WISDOMTREE TR

3.69%

Shares305.8K

Event2026-06-30

Filed2026-07-27

SYK

STRYKER CORPORATION

-8.70%

Shares67.8K

Event2026-06-30

Filed2026-07-27

WTV

WISDOMTREE TR

5.75%

Shares148.0K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

-0.39%

Shares50.0K

Event2026-06-30

Filed2026-07-27

GRPM

INVESCO EXCHANGE TRADED FD T

5.49%

Shares95.4K

Event2026-06-30

Filed2026-07-27

QQQM

INVESCO EXCH TRADED FD TR II

126.19%

Shares37.5K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

0.16%

Shares23.6K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

-0.20%

Shares35.1K

Event2026-06-30

Filed2026-07-27

IWY

ISHARES TR

-13.76%

Shares27.3K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

1.24%

Shares20.4K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

-0.65%

Shares35.8K

Event2026-06-30

Filed2026-07-27

DFAX

DIMENSIONAL ETF TRUST

24.94%

Shares186.8K

Event2026-06-30

Filed2026-07-27

FEMS

FIRST TR EXCH TRD ALPHDX FD

4.28%

Shares146.4K

Event2026-06-30

Filed2026-07-27

SPSM

SPDR SERIES TRUST

1.44%

Shares106.7K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

-0.85%

Shares14.2K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

0.22%

Shares12.7K

Event2026-06-30

Filed2026-07-27

FAB

FIRST TR EXCHANGE-TRADED ALP

-1.45%

Shares35.2K

Event2026-06-30

Filed2026-07-27

SMIN

ISHARES TR

11.31%

Shares38.5K

Event2026-06-30

Filed2026-07-27

QCOM

QUALCOMM INC

0.04%

Shares14.6K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

-1.16%

Shares8.1K

Event2026-06-30

Filed2026-07-27

ISHARES TR

0.25%

Shares3.2K

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO

-1.65%

Shares2.0K

Event2026-06-30

Filed2026-07-27

PULS

PGIM ETF TR

22.40%

Shares43.5K

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR

-5.18%

Shares10.8K

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-27

IWM

ISHARES TR

-1.80%

Shares6.3K

Event2026-06-30

Filed2026-07-27

FAD

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-27

IWN

ISHARES TR

0.52%

Shares8.2K

Event2026-06-30

Filed2026-07-27

AFL

AFLAC INC

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-27

IJH

ISHARES TR

-6.32%

Shares20.2K

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC

0.10%

Shares12.7K

Event2026-06-30

Filed2026-07-27

CROWDSTRIKE HLDGS INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR

2.77%

Shares3.4K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-27

UPS

UNITED PARCEL SVCS INC

-1.71%

Shares11.1K

Event2026-06-30

Filed2026-07-27

EMR

EMERSON ELEC CO

-1.18%

Shares8.3K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-27

ABBVIE INC

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-27

VGSH

VANGUARD SCOTTSDALE FDS

105.56%

Shares19.8K

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

-16.00%

Shares4.4K

Event2026-06-30

Filed2026-07-27

UBER

UBER TECHNOLOGIES INC

-0.60%

Shares14.8K

Event2026-06-30

Filed2026-07-27

CITIGROUP INC

-0.60%

Shares7.3K

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION

-2.96%

Shares5.8K

Event2026-06-30

Filed2026-07-27

PFE

PFIZER INC

9.90%

Shares39.9K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

New

Shares11.8K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC

-0.72%

Shares2.2K

Event2026-06-30

Filed2026-07-27

DAL

DELTA AIR LINES INC

-7.29%

Shares9.5K

Event2026-06-30

Filed2026-07-27

SPYG

SPDR SERIES TRUST

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-27

DLN

WISDOMTREE TR

0.26%

Shares9.0K

Event2026-06-30

Filed2026-07-27

INTC

INTEL CORP

-7.96%

Shares6.2K

Event2026-06-30

Filed2026-07-27

GIS

GENERAL MILLS INC

10.52%

Shares23.7K

Event2026-06-30

Filed2026-07-27

BMY

BRISTOL-MYERS SQUIBB CO

-13.25%

Shares12.4K

Event2026-06-30

Filed2026-07-27

VANGUARD SCOTTSDALE FDS

172.57%

Shares5.7K

Event2026-06-30

Filed2026-07-27

PARKER-HANNIFIN CORP

-4.56%

Shares670

Event2026-06-30

Filed2026-07-27

DOW

DOW HLDGS INC

-3.59%

Shares23.7K

Event2026-06-30

Filed2026-07-27

VXUS

VANGUARD STAR FDS

45.72%

Shares7.5K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

30.16%

Shares1.1K

Event2026-06-30

Filed2026-07-27

IJK

ISHARES TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-27

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

SPYV

SPDR SERIES TRUST

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-27

MICRON TECHNOLOGY INC

New

Shares537

Event2026-06-30

Filed2026-07-27

IBM

INTERNATIONAL BUSINESS MACHS

-1.22%

Shares2.0K

Event2026-06-30

Filed2026-07-27

LNG

CHENIERE ENERGY INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-27

EXXON MOBIL CORP

0.12%

Shares4.1K

Event2026-06-30

Filed2026-07-27

KHC

KRAFT HEINZ CO

49.29%

Shares23.0K

Event2026-06-30

Filed2026-07-27

COF

CAPITAL ONE FINL CORP

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-27

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-27

NETFLIX INC.

-3.35%

Shares7.0K

Event2026-06-30

Filed2026-07-27

DEERE & CO

-20.18%

Shares783

Event2026-06-30

Filed2026-07-27

NKE

NIKE INC

17.50%

Shares12.0K

Event2026-06-30

Filed2026-07-27

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-27

AXP

AMERICAN EXPRESS CO

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-27

LMBS

FIRST TR EXCHANGE-TRADED FD

-15.53%

Shares9.5K

Event2026-06-30

Filed2026-07-27

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares5.6K

Event2026-06-30

Filed2026-07-27

SMURFIT WESTROCK PLC

-11.25%

Shares9.6K

Event2026-06-30

Filed2026-07-27

VERIZON COMMUNICATIONS INC

0.04%

Shares10.4K

Event2026-06-30

Filed2026-07-27

GGG

GRACO INC

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-27

FORD MTR CO

-0.73%

Shares30.1K

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION

-6.96%

Shares441

Event2026-06-30

Filed2026-07-27

BKLC

BNY MELLON ETF TRUST

11.15%

Shares2.9K

Event2026-06-30

Filed2026-07-27

PHILIP MORRIS INTL INC

-6.17%

Shares2.3K

Event2026-06-30

Filed2026-07-27

ALTRIA GROUP INC

-9.17%

Shares5.5K

Event2026-06-30

Filed2026-07-27

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-27

CISCO SYS INC

-1.93%

Shares3.0K

Event2026-06-30

Filed2026-07-27

BUD

ANHEUSER BUSCH INBEV SA NV

-14.08%

Shares4.3K

Event2026-06-30

Filed2026-07-27

SDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-27

PEP

PEPSICO INC

0.04%

Shares2.6K

Event2026-06-30

Filed2026-07-27

GLW

CORNING INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-27

SLYV

SPDR SERIES TRUST

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-27

SBUX

STARBUCKS CORP

0.03%

Shares3.1K

Event2026-06-30

Filed2026-07-27

QQQI

NEOS ETF TRUST

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-27

FDX

FEDEX CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-27

AT&T INC

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

0.00%

Shares409

Event2026-06-30

Filed2026-07-27

MORGAN STANLEY

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-27

ISHARES TR

1.63%

Shares3.0K

Event2026-06-30

Filed2026-07-27

ORACLE CORP

-24.43%

Shares2.0K

Event2026-06-30

Filed2026-07-27

IWB

ISHARES TR

0.00%

Shares691

Event2026-06-30

Filed2026-07-27

COCA COLA CO

0.09%

Shares3.5K

Event2026-06-30

Filed2026-07-27

HMC

HONDA MOTOR CO LTD

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-27

MBWM

MERCANTILE BK CORP

-3.59%

Shares4.7K

Event2026-06-30

Filed2026-07-27

MCD

MCDONALDS CORP

0.00%

Shares998

Event2026-06-30

Filed2026-07-27

CEG

CONSTELLATION ENERGY CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-27

VRT

VERTIV HOLDINGS CO

New

Shares783

Event2026-06-30

Filed2026-07-27

NEXTERA ENERGY INC

35.50%

Shares3.0K

Event2026-06-30

Filed2026-07-27

GE AEROSPACE

-10.27%

Shares699

Event2026-06-30

Filed2026-07-27

ALB

ALBEMARLE CORP

-8.21%

Shares1.9K

Event2026-06-30

Filed2026-07-27

FTA

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-27

BROADCOM INC

New

Shares672

Event2026-06-30

Filed2026-07-27

IWO

ISHARES TR

New

Shares614

Event2026-06-30

Filed2026-07-27

NSC

NORFOLK SOUTHN CORP

0.00%

Shares752

Event2026-06-30

Filed2026-07-27

DTE

DTE ENERGY CO

0.07%

Shares1.5K

Event2026-06-30

Filed2026-07-27

ETN

EATON CORP PLC

New

Shares545

Event2026-06-30

Filed2026-07-27

SIXG

ETF SER SOLUTIONS

New

Shares2.4K

Event2026-06-30

Filed2026-07-27

CRM

SALESFORCE INC

-33.30%

Shares1.4K

Event2026-06-30

Filed2026-07-27

WHR

WHIRLPOOL CORP

2.18%

Shares5.6K

Event2026-06-30

Filed2026-07-27

FXL

FIRST TR EXCHANGE-TRADED FD

New

Shares996

Event2026-06-30

Filed2026-07-27

TSN

TYSON FOODS INC

-3.30%

Shares3.8K

Event2026-06-30

Filed2026-07-27

ABT

ABBOTT LABORATORIES

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-27

MDLZ

MONDELEZ INTL INC

-8.29%

Shares3.5K

Event2026-06-30

Filed2026-07-27

FTMH

PUTNAM ETF TRUST

0.00%

Shares14.7K

Event2026-06-30

Filed2026-07-27

ERIC

TELEFONAKTIEBOLAGET LM ERICS

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-27

NAK

NORTHERN DYNASTY MINERALS LT

13.25%

Shares34.2K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

NVIDIA CORPORATION Call CallNVIDIA CORPORATION100 shares0.00%2026-06-302026-07-27

NVIDIA CORPORATION Call

NVIDIA CORPORATION

0.00%

Shares100

Event2026-06-30

Filed2026-07-27

Put Option Holdings

No put option holdings data available