Sponsored

The Analysis of Capstone Wealth Management, LLC's Holdings & P&L

Currently, Capstone Wealth Management, LLC holds 188 types of securities in its portfolio with a total value $215.5M. In the most recent quarter, they have increased their positions in NVDA (+9.4K shares, valued at $1.9M), MU (+1.2K shares, valued at $1.4M), AAPL (+3.7K shares, valued at $1.1M); decreased their positions in DFAT (-6.8K shares, valued at $478.8K), BSVO (-6.7K shares, valued at $196.1K), DFIV (-2.8K shares, valued at $148.6K); initiated new positions in MU (+1.2K shares, valued at $1.4M), WDC (+1.3K shares, valued at $808.0K), FIX (+379 shares, valued at $751.2K).

1M P&L

+1.7M+0.83%

3M P&L

+10.7M+5.42%

HY P&L

+24.3M+13.29%

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/A145.6M

72.0%

2Semiconductors5.4M

2.7%

3Consumer Electronics3.6M

1.8%

Top Industries by Stock Count

1N/A29 stocks

18.4%

2Semiconductors5 stocks

3.2%

3Software - Application5 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BSVO EA SERIES TRUST711.7K shares-0.94%2026-06-302026-07-23

DFUS DIMENSIONAL ETF TRUST217.9K shares2.70%2026-06-302026-07-23

DFAC DIMENSIONAL ETF TRUST396.2K shares0.78%2026-06-302026-07-23

DFIV DIMENSIONAL ETF TRUST261.8K shares-1.04%2026-06-302026-07-23

DFAT DIMENSIONAL ETF TRUST196.0K shares-3.38%2026-06-302026-07-23

DFUV DIMENSIONAL ETF TRUST211.2K shares-0.41%2026-06-302026-07-23

DFAX DIMENSIONAL ETF TRUST234.0K shares-0.16%2026-06-302026-07-23

AVUV AMERICAN CENTY ETF TR57.4K shares0.00%2026-06-302026-07-23

Sponsored

VGIT VANGUARD SCOTTSDALE FDS111.8K shares19.03%2026-06-302026-07-23

DFAI DIMENSIONAL ETF TRUST105.4K shares2.85%2026-06-302026-07-23

DFEM DIMENSIONAL ETF TRUST94.1K shares-2.35%2026-06-302026-07-23

AAPL APPLE INC12.4K shares41.90%2026-06-302026-07-23

AVDV AMERICAN CENTY ETF TR33.1K shares1.31%2026-06-302026-07-23

DFAS DIMENSIONAL ETF TRUST37.5K shares-0.31%2026-06-302026-07-23

NVDA NVIDIA CORPORATION13.9K shares209.33%2026-06-302026-07-23

DFAU DIMENSIONAL ETF TRUST48.4K shares0.00%2026-06-302026-07-23

Sponsored

DFSD DIMENSIONAL ETF TRUST35.0K shares11.13%2026-06-302026-07-23

MSFT MICROSOFT CORP4.1K shares62.27%2026-06-302026-07-23

DFNM DIMENSIONAL ETF TRUST28.8K shares17.41%2026-06-302026-07-23

MU MICRON TECHNOLOGY INC1.2K sharesnew addition2026-06-302026-07-23

AMZN AMAZON COM INC5.7K shares116.07%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS3.6K shares0.64%2026-06-302026-07-23

LLY ELI LILLY & CO1.1K shares117.89%2026-06-302026-07-23

VTIP VANGUARD MALVERN FDS25.3K shares8.55%2026-06-302026-07-23

Sponsored

GOOG ALPHABET INC3.6K shares98.45%2026-06-302026-07-23

IXUS ISHARES TR11.9K shares-0.57%2026-06-302026-07-23

BROADCOM INC BROADCOM INC2.8K shares144.22%2026-06-302026-07-23

VMC VULCAN MATLS CO3.5K shares0.00%2026-06-302026-07-23

GOOGL ALPHABET INC2.9K shares71.63%2026-06-302026-07-23

DISV DIMENSIONAL ETF TRUST25.2K shares-1.92%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.9K shares125.10%2026-06-302026-07-23

HBAN HUNTINGTON BANCSHARES INC48.9K shares-0.04%2026-06-302026-07-23

Sponsored

WDC WESTERN DIGITAL CORP1.3K sharesnew addition2026-06-302026-07-23

SOUTHERN CO SOUTHERN CO7.9K shares0.36%2026-06-302026-07-23

FIX COMFORT SYS USA INC379 sharesnew addition2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION799 shares158.58%2026-06-302026-07-23

BRK.B BERKSHIRE HATHAWAY INC DEL1.5K shares157.27%2026-06-302026-07-23

HD HOME DEPOT INC1.9K sharesnew addition2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC1.2K shares112.61%2026-06-302026-07-23

DFGR DIMENSIONAL ETF TRUST23.1K shares6.97%2026-06-302026-07-23

Sponsored

SNOWFLAKE INC SNOWFLAKE INC2.5K sharesnew addition2026-06-302026-07-23

WFC WELLS FARGO & CO7.2K sharesnew addition2026-06-302026-07-23

PSX PHILLIPS 663.5K sharesnew addition2026-06-302026-07-23

WMT WALMART INC5.0K shares1.21%2026-06-302026-07-23

PCG PG&E CORP33.6K sharesnew addition2026-06-302026-07-23

TJX TJX COS INC NEW3.7K sharesnew addition2026-06-302026-07-23

GE GE AEROSPACE1.5K sharesnew addition2026-06-302026-07-23

GIS GENERAL MILLS INC15.4K sharesnew addition2026-06-302026-07-23

Sponsored

CNC CENTENE CORP DEL8.2K sharesnew addition2026-06-302026-07-23

EXXON MOBIL CORP EXXON MOBIL CORP3.9K shares47.66%2026-06-302026-07-23

ABT ABBOTT LABORATORIES5.7K sharesnew addition2026-06-302026-07-23

GEV GE VERNOVA INC441 sharesnew addition2026-06-302026-07-23

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.6K sharesnew addition2026-06-302026-07-23

IVLU ISHARES TR12.1K shares0.00%2026-06-302026-07-23

ABNB AIRBNB INC3.5K sharesnew addition2026-06-302026-07-23

INTC INTEL CORP3.6K sharesnew addition2026-06-302026-07-23

Sponsored

TXRH TEXAS ROADHOUSE INC2.6K sharesnew addition2026-06-302026-07-23

BAC BANK OF AMER CORP8.7K sharesnew addition2026-06-302026-07-23

IDEV ISHARES TR5.3K shares-0.23%2026-06-302026-07-23

TMUS T-MOBILE US INC2.8K sharesnew addition2026-06-302026-07-23

TSLA TESLA INC1.1K shares65.36%2026-06-302026-07-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL476 sharesnew addition2026-06-302026-07-23

VIK VIKING HOLDINGS LTD4.3K sharesnew addition2026-06-302026-07-23

EIX EDISON INTL6.0K sharesnew addition2026-06-302026-07-23

Sponsored

ITOT ISHARES TR2.7K shares-1.81%2026-06-302026-07-23

CRS CARPENTER TECHNOLOGY CORP719 sharesnew addition2026-06-302026-07-23

TEAM ATLASSIAN CORPORATION5.7K sharesnew addition2026-06-302026-07-23

EFV ISHARES TR5.8K shares0.00%2026-06-302026-07-23

MOH MOLINA HEALTHCARE INC1.9K sharesnew addition2026-06-302026-07-23

PNC PNC FINL SVCS GROUP INC1.8K sharesnew addition2026-06-302026-07-23

ACUITY INC ACUITY INC1.1K sharesnew addition2026-06-302026-07-23

FTNT FORTINET INC2.8K sharesnew addition2026-06-302026-07-23

Sponsored

MAA MID-AMER APT CMNTYS INC3.1K sharesnew addition2026-06-302026-07-23

EME EMCOR GROUP INC512 sharesnew addition2026-06-302026-07-23

ES EVERSOURCE ENERGY5.9K sharesnew addition2026-06-302026-07-23

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.9K sharesnew addition2026-06-302026-07-23

VRT VERTIV HOLDINGS CO1.2K sharesnew addition2026-06-302026-07-23

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.7K sharesnew addition2026-06-302026-07-23

EOG EOG RES INC3.2K sharesnew addition2026-06-302026-07-23

NUE NUCOR CORP1.8K shares0.50%2026-06-302026-07-23

Sponsored

CMI CUMMINS INC570 sharesnew addition2026-06-302026-07-23

IBM INTERNATIONAL BUSINESS MACHS1.4K sharesnew addition2026-06-302026-07-23

CVX CHEVRON CORPORATION2.3K sharesnew addition2026-06-302026-07-23

SNPS SYNOPSYS INC864 sharesnew addition2026-06-302026-07-23

BMY BRISTOL-MYERS SQUIBB CO6.7K sharesnew addition2026-06-302026-07-23

VRSN VERISIGN INC1.5K sharesnew addition2026-06-302026-07-23

NVT NVENT ELEC PLC2.2K sharesnew addition2026-06-302026-07-23

DKNG DRAFTKINGS INC NEW14.6K sharesnew addition2026-06-302026-07-23

Sponsored

TER TERADYNE INC756 sharesnew addition2026-06-302026-07-23

WCN WASTE CONNECTIONS INC2.2K sharesnew addition2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC627 sharesnew addition2026-06-302026-07-23

QCOM QUALCOMM INC2.0K sharesnew addition2026-06-302026-07-23

NBIX NEUROCRINE BIOSCIENCES INC2.1K sharesnew addition2026-06-302026-07-23

COF CAPITAL ONE FINL CORP1.8K sharesnew addition2026-06-302026-07-23

AMERIPRISE FINL INC AMERIPRISE FINL INC768 sharesnew addition2026-06-302026-07-23

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC844 sharesnew addition2026-06-302026-07-23

Sponsored

UAL UNITED AIRLS HLDGS INC2.5K sharesnew addition2026-06-302026-07-23

BSX BOSTON SCIENTIFIC CORP8.1K sharesnew addition2026-06-302026-07-23

HAL HALLIBURTON CO10.1K sharesnew addition2026-06-302026-07-23

VISA INC VISA INC991 sharesnew addition2026-06-302026-07-23

JBHT HUNT J B TRANS SVCS INC1.2K sharesnew addition2026-06-302026-07-23

ABBVIE INC ABBVIE INC1.3K shares1.99%2026-06-302026-07-23

DUHP DIMENSIONAL ETF TRUST8.0K shares-0.61%2026-06-302026-07-23

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC2.5K sharesnew addition2026-06-302026-07-23

Sponsored

NUTANIX INC NUTANIX INC6.4K sharesnew addition2026-06-302026-07-23

LIN LINDE PLC627 sharesnew addition2026-06-302026-07-23

AON AON PLC979 sharesnew addition2026-06-302026-07-23

CUBE CUBESMART8.1K sharesnew addition2026-06-302026-07-23

LRCX LAM RESEARCH CORP733 sharesnew addition2026-06-302026-07-23

ZM ZOOM COMMUNICATIONS INC3.6K sharesnew addition2026-06-302026-07-23

PM PHILIP MORRIS INTL INC1.7K sharesnew addition2026-06-302026-07-23

SNDK SANDISK CORP137 sharesnew addition2026-06-302026-07-23

Sponsored

HLT HILTON WORLDWIDE HLDGS INC938 sharesnew addition2026-06-302026-07-23

CHUBB LIMITED CHUBB LIMITED909 sharesnew addition2026-06-302026-07-23

RBC RBC BEARINGS INC478 sharesnew addition2026-06-302026-07-23

WAL WESTERN ALLIANCE BANCORP3.7K sharesnew addition2026-06-302026-07-23

GM GENERAL MTRS CO3.9K sharesnew addition2026-06-302026-07-23

MKS INC. MKS INC.662 sharesnew addition2026-06-302026-07-23

OMF ONEMAIN HLDGS INC4.8K sharesnew addition2026-06-302026-07-23

VXUS VANGUARD STAR FDS3.4K shares0.00%2026-06-302026-07-23

Sponsored

MCO MOODYS CORP623 sharesnew addition2026-06-302026-07-23

CFG CITIZENS FINL GROUP INC4.0K sharesnew addition2026-06-302026-07-23

VEEV VEEVA SYS INC1.6K sharesnew addition2026-06-302026-07-23

AME AMETEK INC1.1K sharesnew addition2026-06-302026-07-23

SRE SEMPRA3.0K sharesnew addition2026-06-302026-07-23

APPLIED INDL TECHNOLOGIES IN APPLIED INDL TECHNOLOGIES IN816 sharesnew addition2026-06-302026-07-23

VLO VALERO ENERGY CORP1.1K sharesnew addition2026-06-302026-07-23

ORACLE CORP ORACLE CORP1.9K sharesnew addition2026-06-302026-07-23

Sponsored

C CITIGROUP INC2.0K sharesnew addition2026-06-302026-07-23

EXE EXPAND ENERGY CORPORATION3.0K sharesnew addition2026-06-302026-07-23

NTRS NORTHERN TR CORP1.6K sharesnew addition2026-06-302026-07-23

DOCU DOCUSIGN INC6.0K sharesnew addition2026-06-302026-07-23

PG PROCTER & GAMBLE CO1.8K sharesnew addition2026-06-302026-07-23

APPLIED MATLS INC APPLIED MATLS INC370 sharesnew addition2026-06-302026-07-23

S SENTINELONE INC15.7K sharesnew addition2026-06-302026-07-23

EQIX EQUINIX INC256 sharesnew addition2026-06-302026-07-23

Sponsored

SWK STANLEY BLACK & DECKER INC2.8K sharesnew addition2026-06-302026-07-23

FREEPORT MCMORAN INC FREEPORT MCMORAN INC4.2K sharesnew addition2026-06-302026-07-23

CAT CATERPILLAR INC249 sharesnew addition2026-06-302026-07-23

ITW ILLINOIS TOOL WKS INC963 sharesnew addition2026-06-302026-07-23

ROST ROSS STORES INC1.2K sharesnew addition2026-06-302026-07-23

IEI ISHARES TR2.2K shares-10.49%2026-06-302026-07-23

VZ VERIZON COMMUNICATIONS INC6.1K sharesnew addition2026-06-302026-07-23

CCL CARNIVAL CORP LTD9.0K sharesnew addition2026-06-302026-07-23

Sponsored

LYB LYONDELLBASELL INDUSTRIES NV4.9K sharesnew addition2026-06-302026-07-23

BIIB BIOGEN INC1.2K sharesnew addition2026-06-302026-07-23

DIHP DIMENSIONAL ETF TRUST7.5K shares-0.40%2026-06-302026-07-23

MS MORGAN STANLEY1.2K sharesnew addition2026-06-302026-07-23

SYY SYSCO CORP3.0K sharesnew addition2026-06-302026-07-23

GD GENERAL DYNAMICS CORP690 sharesnew addition2026-06-302026-07-23

BA BOEING CO1.1K sharesnew addition2026-06-302026-07-23

CL COLGATE PALMOLIVE CO2.6K sharesnew addition2026-06-302026-07-23

Sponsored

VLUE ISHARES TR1.2K sharesnew addition2026-06-302026-07-23

CI THE CIGNA GROUP871 sharesnew addition2026-06-302026-07-23

LHX L3HARRIS TECHNOLOGIES INC820 sharesnew addition2026-06-302026-07-23

CHE CHEMED CORP NEW509 sharesnew addition2026-06-302026-07-23

KMI KINDER MORGAN INC DEL7.3K sharesnew addition2026-06-302026-07-23

JBL JABIL INC602 sharesnew addition2026-06-302026-07-23

CLOUDFLARE INC CLOUDFLARE INC943 sharesnew addition2026-06-302026-07-23

ANTERO RESOURCES CORP ANTERO RESOURCES CORP6.5K sharesnew addition2026-06-302026-07-23

Sponsored

RTX CORPORATION RTX CORPORATION1.2K sharesnew addition2026-06-302026-07-23

RBLX ROBLOX CORP4.2K sharesnew addition2026-06-302026-07-23

EFX EQUIFAX INC1.4K sharesnew addition2026-06-302026-07-23

DT DYNATRACE INC5.1K sharesnew addition2026-06-302026-07-23

BURLINGTON STORES INC BURLINGTON STORES INC692 sharesnew addition2026-06-302026-07-23

FDX FEDEX CORP694 sharesnew addition2026-06-302026-07-23

TAP MOLSON COORS BEVERAGE CO5.5K sharesnew addition2026-06-302026-07-23

DAL DELTA AIR LINES INC2.3K sharesnew addition2026-06-302026-07-23

Sponsored

MLI MUELLER INDS INC1.7K sharesnew addition2026-06-302026-07-23

IRM IRON MTN INC DEL1.7K sharesnew addition2026-06-302026-07-23

PB PROSPERITY BANCSHARES INC2.9K sharesnew addition2026-06-302026-07-23

VRTX VERTEX PHARMACEUTICALS INC424 sharesnew addition2026-06-302026-07-23

BLK BLACKROCK INC219 sharesnew addition2026-06-302026-07-23

IP INTERNATIONAL PAPER CO5.5K sharesnew addition2026-06-302026-07-23

GPK GRAPHIC PACKAGING HLDG CO19.8K sharesnew addition2026-06-302026-07-23

JEF JEFFERIES FINANCIAL GROUP IN4.2K sharesnew addition2026-06-302026-07-23

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C4.6K sharesnew addition2026-06-302026-07-23

OC OWENS CORNING NEW1.3K sharesnew addition2026-06-302026-07-23

LSTR LANDSTAR SYS INC988 sharesnew addition2026-06-302026-07-23

RSG REPUBLIC SVCS INC957 sharesnew addition2026-06-302026-07-23

NRG NRG ENERGY INC1.4K sharesnew addition2026-06-302026-07-23

PR PERMIAN RESOURCES CORP11.1K sharesnew addition2026-06-302026-07-23

DOMINOS PIZZA INC DOMINOS PIZZA INC682 sharesnew addition2026-06-302026-07-23

CAG CONAGRA BRANDS INC11.6K sharesnew addition2026-06-302026-07-23

Sponsored

NWL NEWELL BRANDS INC10.6K sharesnew addition2026-06-302026-07-23

SNAP SNAP INC14.6K sharesnew addition2026-06-302026-07-23

GTM ZOOMINFO TECHNOLOGIES INC21.2K sharesnew addition2026-06-302026-07-23

GOSSAMER BIO INC GOSSAMER BIO INC24.6K sharesnew addition2026-06-302026-07-23

BSVO

EA SERIES TRUST

-0.94%

Shares711.7K

Event2026-06-30

Filed2026-07-23

DFUS

DIMENSIONAL ETF TRUST

2.70%

Shares217.9K

Event2026-06-30

Filed2026-07-23

DFAC

DIMENSIONAL ETF TRUST

0.78%

Shares396.2K

Event2026-06-30

Filed2026-07-23

DFIV

DIMENSIONAL ETF TRUST

-1.04%

Shares261.8K

Event2026-06-30

Filed2026-07-23

DFAT

DIMENSIONAL ETF TRUST

-3.38%

Shares196.0K

Event2026-06-30

Filed2026-07-23

DFUV

DIMENSIONAL ETF TRUST

-0.41%

Shares211.2K

Event2026-06-30

Filed2026-07-23

DFAX

DIMENSIONAL ETF TRUST

-0.16%

Shares234.0K

Event2026-06-30

Filed2026-07-23

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares57.4K

Event2026-06-30

Filed2026-07-23

VGIT

VANGUARD SCOTTSDALE FDS

19.03%

Shares111.8K

Event2026-06-30

Filed2026-07-23

DFAI

DIMENSIONAL ETF TRUST

2.85%

Shares105.4K

Event2026-06-30

Filed2026-07-23

DFEM

DIMENSIONAL ETF TRUST

-2.35%

Shares94.1K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

41.90%

Shares12.4K

Event2026-06-30

Filed2026-07-23

AVDV

AMERICAN CENTY ETF TR

1.31%

Shares33.1K

Event2026-06-30

Filed2026-07-23

DFAS

DIMENSIONAL ETF TRUST

-0.31%

Shares37.5K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

209.33%

Shares13.9K

Event2026-06-30

Filed2026-07-23

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares48.4K

Event2026-06-30

Filed2026-07-23

DFSD

DIMENSIONAL ETF TRUST

11.13%

Shares35.0K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

62.27%

Shares4.1K

Event2026-06-30

Filed2026-07-23

DFNM

DIMENSIONAL ETF TRUST

17.41%

Shares28.8K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

116.07%

Shares5.7K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

0.64%

Shares3.6K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

117.89%

Shares1.1K

Event2026-06-30

Filed2026-07-23

VTIP

VANGUARD MALVERN FDS

8.55%

Shares25.3K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

98.45%

Shares3.6K

Event2026-06-30

Filed2026-07-23

IXUS

ISHARES TR

-0.57%

Shares11.9K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

144.22%

Shares2.8K

Event2026-06-30

Filed2026-07-23

VMC

VULCAN MATLS CO

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

71.63%

Shares2.9K

Event2026-06-30

Filed2026-07-23

DISV

DIMENSIONAL ETF TRUST

-1.92%

Shares25.2K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

125.10%

Shares2.9K

Event2026-06-30

Filed2026-07-23

HBAN

HUNTINGTON BANCSHARES INC

-0.04%

Shares48.9K

Event2026-06-30

Filed2026-07-23

WDC

WESTERN DIGITAL CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-23

SOUTHERN CO

0.36%

Shares7.9K

Event2026-06-30

Filed2026-07-23

FIX

COMFORT SYS USA INC

New

Shares379

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

158.58%

Shares799

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

157.27%

Shares1.5K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

112.61%

Shares1.2K

Event2026-06-30

Filed2026-07-23

DFGR

DIMENSIONAL ETF TRUST

6.97%

Shares23.1K

Event2026-06-30

Filed2026-07-23

SNOWFLAKE INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-23

WFC

WELLS FARGO & CO

New

Shares7.2K

Event2026-06-30

Filed2026-07-23

PSX

PHILLIPS 66

New

Shares3.5K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

1.21%

Shares5.0K

Event2026-06-30

Filed2026-07-23

PCG

PG&E CORP

New

Shares33.6K

Event2026-06-30

Filed2026-07-23

TJX

TJX COS INC NEW

New

Shares3.7K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE

New

Shares1.5K

Event2026-06-30

Filed2026-07-23

GIS

GENERAL MILLS INC

New

Shares15.4K

Event2026-06-30

Filed2026-07-23

CNC

CENTENE CORP DEL

New

Shares8.2K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

47.66%

Shares3.9K

Event2026-06-30

Filed2026-07-23

ABT

ABBOTT LABORATORIES

New

Shares5.7K

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC

New

Shares441

Event2026-06-30

Filed2026-07-23

TRAVELERS COMPANIES INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-23

IVLU

ISHARES TR

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-23

ABNB

AIRBNB INC

New

Shares3.5K

Event2026-06-30

Filed2026-07-23

INTC

INTEL CORP

New

Shares3.6K

Event2026-06-30

Filed2026-07-23

TXRH

TEXAS ROADHOUSE INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMER CORP

New

Shares8.7K

Event2026-06-30

Filed2026-07-23

IDEV

ISHARES TR

-0.23%

Shares5.3K

Event2026-06-30

Filed2026-07-23

TMUS

T-MOBILE US INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

65.36%

Shares1.1K

Event2026-06-30

Filed2026-07-23

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares476

Event2026-06-30

Filed2026-07-23

VIK

VIKING HOLDINGS LTD

New

Shares4.3K

Event2026-06-30

Filed2026-07-23

EIX

EDISON INTL

New

Shares6.0K

Event2026-06-30

Filed2026-07-23

ITOT

ISHARES TR

-1.81%

Shares2.7K

Event2026-06-30

Filed2026-07-23

CRS

CARPENTER TECHNOLOGY CORP

New

Shares719

Event2026-06-30

Filed2026-07-23

TEAM

ATLASSIAN CORPORATION

New

Shares5.7K

Event2026-06-30

Filed2026-07-23

EFV

ISHARES TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-23

MOH

MOLINA HEALTHCARE INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-23

PNC

PNC FINL SVCS GROUP INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-23

ACUITY INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-23

FTNT

FORTINET INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-23

MAA

MID-AMER APT CMNTYS INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-23

EME

EMCOR GROUP INC

New

Shares512

Event2026-06-30

Filed2026-07-23

EVERSOURCE ENERGY

New

Shares5.9K

Event2026-06-30

Filed2026-07-23

JOHNSON CONTROLS INTERNATION

New

Shares2.9K

Event2026-06-30

Filed2026-07-23

VRT

VERTIV HOLDINGS CO

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

New

Shares1.7K

Event2026-06-30

Filed2026-07-23

EOG

EOG RES INC

New

Shares3.2K

Event2026-06-30

Filed2026-07-23

NUE

NUCOR CORP

0.50%

Shares1.8K

Event2026-06-30

Filed2026-07-23

CMI

CUMMINS INC

New

Shares570

Event2026-06-30

Filed2026-07-23

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares1.4K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORPORATION

New

Shares2.3K

Event2026-06-30

Filed2026-07-23

SNPS

SYNOPSYS INC

New

Shares864

Event2026-06-30

Filed2026-07-23

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares6.7K

Event2026-06-30

Filed2026-07-23

VRSN

VERISIGN INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-23

NVT

NVENT ELEC PLC

New

Shares2.2K

Event2026-06-30

Filed2026-07-23

DKNG

DRAFTKINGS INC NEW

New

Shares14.6K

Event2026-06-30

Filed2026-07-23

TER

TERADYNE INC

New

Shares756

Event2026-06-30

Filed2026-07-23

WCN

WASTE CONNECTIONS INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

New

Shares627

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-23

NBIX

NEUROCRINE BIOSCIENCES INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-23

COF

CAPITAL ONE FINL CORP

New

Shares1.8K

Event2026-06-30

Filed2026-07-23

AMERIPRISE FINL INC

New

Shares768

Event2026-06-30

Filed2026-07-23

UNITEDHEALTH GROUP INC

New

Shares844

Event2026-06-30

Filed2026-07-23

UAL

UNITED AIRLS HLDGS INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-23

BSX

BOSTON SCIENTIFIC CORP

New

Shares8.1K

Event2026-06-30

Filed2026-07-23

HAL

HALLIBURTON CO

New

Shares10.1K

Event2026-06-30

Filed2026-07-23

VISA INC

New

Shares991

Event2026-06-30

Filed2026-07-23

JBHT

HUNT J B TRANS SVCS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

1.99%

Shares1.3K

Event2026-06-30

Filed2026-07-23

DUHP

DIMENSIONAL ETF TRUST

-0.61%

Shares8.0K

Event2026-06-30

Filed2026-07-23

AGILENT TECHNOLOGIES INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-23

NUTANIX INC

New

Shares6.4K

Event2026-06-30

Filed2026-07-23

LIN

LINDE PLC

New

Shares627

Event2026-06-30

Filed2026-07-23

AON

AON PLC

New

Shares979

Event2026-06-30

Filed2026-07-23

CUBE

CUBESMART

New

Shares8.1K

Event2026-06-30

Filed2026-07-23

LRCX

LAM RESEARCH CORP

New

Shares733

Event2026-06-30

Filed2026-07-23

ZOOM COMMUNICATIONS INC

New

Shares3.6K

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-23

SNDK

SANDISK CORP

New

Shares137

Event2026-06-30

Filed2026-07-23

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares938

Event2026-06-30

Filed2026-07-23

CHUBB LIMITED

New

Shares909

Event2026-06-30

Filed2026-07-23

RBC

RBC BEARINGS INC

New

Shares478

Event2026-06-30

Filed2026-07-23

WAL

WESTERN ALLIANCE BANCORP

New

Shares3.7K

Event2026-06-30

Filed2026-07-23

GENERAL MTRS CO

New

Shares3.9K

Event2026-06-30

Filed2026-07-23

MKS INC.

New

Shares662

Event2026-06-30

Filed2026-07-23

OMF

ONEMAIN HLDGS INC

New

Shares4.8K

Event2026-06-30

Filed2026-07-23

VXUS

VANGUARD STAR FDS

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-23

MCO

MOODYS CORP

New

Shares623

Event2026-06-30

Filed2026-07-23

CFG

CITIZENS FINL GROUP INC

New

Shares4.0K

Event2026-06-30

Filed2026-07-23

VEEV

VEEVA SYS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-23

AME

AMETEK INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-23

SRE

SEMPRA

New

Shares3.0K

Event2026-06-30

Filed2026-07-23

APPLIED INDL TECHNOLOGIES IN

New

Shares816

Event2026-06-30

Filed2026-07-23

VLO

VALERO ENERGY CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-23

ORACLE CORP

New

Shares1.9K

Event2026-06-30

Filed2026-07-23

CITIGROUP INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-23

EXE

EXPAND ENERGY CORPORATION

New

Shares3.0K

Event2026-06-30

Filed2026-07-23

NTRS

NORTHERN TR CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-23

DOCU

DOCUSIGN INC

New

Shares6.0K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

New

Shares1.8K

Event2026-06-30

Filed2026-07-23

APPLIED MATLS INC

New

Shares370

Event2026-06-30

Filed2026-07-23

SENTINELONE INC

New

Shares15.7K

Event2026-06-30

Filed2026-07-23

EQIX

EQUINIX INC

New

Shares256

Event2026-06-30

Filed2026-07-23

SWK

STANLEY BLACK & DECKER INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-23

FREEPORT MCMORAN INC

New

Shares4.2K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

New

Shares249

Event2026-06-30

Filed2026-07-23

ITW

ILLINOIS TOOL WKS INC

New

Shares963

Event2026-06-30

Filed2026-07-23

ROST

ROSS STORES INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

IEI

ISHARES TR

-10.49%

Shares2.2K

Event2026-06-30

Filed2026-07-23

VERIZON COMMUNICATIONS INC

New

Shares6.1K

Event2026-06-30

Filed2026-07-23

CCL

CARNIVAL CORP LTD

New

Shares9.0K

Event2026-06-30

Filed2026-07-23

LYB

LYONDELLBASELL INDUSTRIES NV

New

Shares4.9K

Event2026-06-30

Filed2026-07-23

BIIB

BIOGEN INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

DIHP

DIMENSIONAL ETF TRUST

-0.40%

Shares7.5K

Event2026-06-30

Filed2026-07-23

MORGAN STANLEY

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

SYY

SYSCO CORP

New

Shares3.0K

Event2026-06-30

Filed2026-07-23

GENERAL DYNAMICS CORP

New

Shares690

Event2026-06-30

Filed2026-07-23

BOEING CO

New

Shares1.1K

Event2026-06-30

Filed2026-07-23

COLGATE PALMOLIVE CO

New

Shares2.6K

Event2026-06-30

Filed2026-07-23

VLUE

ISHARES TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

THE CIGNA GROUP

New

Shares871

Event2026-06-30

Filed2026-07-23

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares820

Event2026-06-30

Filed2026-07-23

CHE

CHEMED CORP NEW

New

Shares509

Event2026-06-30

Filed2026-07-23

KMI

KINDER MORGAN INC DEL

New

Shares7.3K

Event2026-06-30

Filed2026-07-23

JBL

JABIL INC

New

Shares602

Event2026-06-30

Filed2026-07-23

CLOUDFLARE INC

New

Shares943

Event2026-06-30

Filed2026-07-23

ANTERO RESOURCES CORP

New

Shares6.5K

Event2026-06-30

Filed2026-07-23

RTX CORPORATION

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

RBLX

ROBLOX CORP

New

Shares4.2K

Event2026-06-30

Filed2026-07-23

EFX

EQUIFAX INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-23

DYNATRACE INC

New

Shares5.1K

Event2026-06-30

Filed2026-07-23

BURLINGTON STORES INC

New

Shares692

Event2026-06-30

Filed2026-07-23

FDX

FEDEX CORP

New

Shares694

Event2026-06-30

Filed2026-07-23

TAP

MOLSON COORS BEVERAGE CO

New

Shares5.5K

Event2026-06-30

Filed2026-07-23

DAL

DELTA AIR LINES INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-23

MLI

MUELLER INDS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-23

IRM

IRON MTN INC DEL

New

Shares1.7K

Event2026-06-30

Filed2026-07-23

PROSPERITY BANCSHARES INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-23

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares424

Event2026-06-30

Filed2026-07-23

BLK

BLACKROCK INC

New

Shares219

Event2026-06-30

Filed2026-07-23

INTERNATIONAL PAPER CO

New

Shares5.5K

Event2026-06-30

Filed2026-07-23

GPK

GRAPHIC PACKAGING HLDG CO

New

Shares19.8K

Event2026-06-30

Filed2026-07-23

JEF

JEFFERIES FINANCIAL GROUP IN

New

Shares4.2K

Event2026-06-30

Filed2026-07-23

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares4.6K

Event2026-06-30

Filed2026-07-23

OWENS CORNING NEW

New

Shares1.3K

Event2026-06-30

Filed2026-07-23

LSTR

LANDSTAR SYS INC

New

Shares988

Event2026-06-30

Filed2026-07-23

RSG

REPUBLIC SVCS INC

New

Shares957

Event2026-06-30

Filed2026-07-23

NRG

NRG ENERGY INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-23

PERMIAN RESOURCES CORP

New

Shares11.1K

Event2026-06-30

Filed2026-07-23

DOMINOS PIZZA INC

New

Shares682

Event2026-06-30

Filed2026-07-23

CAG

CONAGRA BRANDS INC

New

Shares11.6K

Event2026-06-30

Filed2026-07-23

NWL

NEWELL BRANDS INC

New

Shares10.6K

Event2026-06-30

Filed2026-07-23

SNAP

SNAP INC

New

Shares14.6K

Event2026-06-30

Filed2026-07-23

GTM

ZOOMINFO TECHNOLOGIES INC

New

Shares21.2K

Event2026-06-30

Filed2026-07-23

GOSSAMER BIO INC

New

Shares24.6K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available