Sponsored
The Analysis of Hegarty Advisors, LLC's Holdings & P&L
Currently, Hegarty Advisors, LLC holds 66 types of securities in its portfolio with a total value $145.3M. In the most recent quarter, they have increased their positions in VOE (+5.2K shares, valued at $1.0M), VO (+10.7K shares, valued at $859.0K), QQQM (+2.7K shares, valued at $814.1K); decreased their positions in VOO (-1.0K shares, valued at $717.7K), AMZN (-1.2K shares, valued at $294.3K), RSP (-883 shares, valued at $187.9K); initiated new positions in PWV (+5.4K shares, valued at $412.8K), MDY (+419 shares, valued at $294.7K), GOOGL (+680 shares, valued at $243.0K).
1M P&L
-353.5K-0.28%
3M P&L
+1.2M+0.98%
HY P&L
+5.2M+4.31%
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/A128.8M
96.2%
2Consumer Electronics1.9M
1.4%
3Capital Markets990.1K
0.7%
Top Industries by Stock Count
1N/A52 stocks
86.7%
2Internet Content & Information2 stocks
3.3%
3Internet Retail1 stocks
1.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
VEU
0.94%VANGUARD INTL EQUITY INDEX F
Shares214.8K
Event2026-06-30
Filed2026-07-27
VOO
-4.25%VANGUARD INDEX FDS
Shares23.5K
Event2026-06-30
Filed2026-07-27
VBR
-0.15%VANGUARD INDEX FDS
Shares45.0K
Event2026-06-30
Filed2026-07-27
STRV
0.17%EA SERIES TRUST
Shares152.0K
Event2026-06-30
Filed2026-07-27
VOE
20.21%VANGUARD INDEX FDS
Shares30.7K
Event2026-06-30
Filed2026-07-27
VT
0.34%VANGUARD INTL EQUITY INDEX F
Shares37.1K
Event2026-06-30
Filed2026-07-27
VONV
2.68%VANGUARD SCOTTSDALE FDS
Shares51.0K
Event2026-06-30
Filed2026-07-27
VIOV
6.19%VANGUARD ADMIRAL FDS INC
Shares42.3K
Event2026-06-30
Filed2026-07-27
QQQM
21.51%INVESCO EXCH TRADED FD TR II
Shares15.2K
Event2026-06-30
Filed2026-07-27
RSP
-4.08%INVESCO EXCHANGE TRADED FD T
Shares20.8K
Event2026-06-30
Filed2026-07-27
VCSH
22.94%VANGUARD SCOTTSDALE FDS
Shares46.8K
Event2026-06-30
Filed2026-07-27
EMXC
6.60%ISHARES INC
Shares35.7K
Event2026-06-30
Filed2026-07-27
ALPS ETF TR
3.50%ALPS ETF TR
Shares60.4K
Event2026-06-30
Filed2026-07-27
VANGUARD INDEX FDS
-0.62%VANGUARD INDEX FDS
Shares8.3K
Event2026-06-30
Filed2026-07-27
QQQ
-0.13%INVESCO QQQ TR
Shares3.8K
Event2026-06-30
Filed2026-07-27
VYM
3.05%VANGUARD WHITEHALL FDS
Shares16.8K
Event2026-06-30
Filed2026-07-27
VTIP
4.28%VANGUARD MALVERN FDS
Shares51.6K
Event2026-06-30
Filed2026-07-27
BND
6.28%VANGUARD BD INDEX FDS
Shares35.1K
Event2026-06-30
Filed2026-07-27
STATE STR SPDR S&P 500 ETF T
1.19%STATE STR SPDR S&P 500 ETF T
Shares3.4K
Event2026-06-30
Filed2026-07-27
VWO
-7.53%VANGUARD INTL EQUITY INDEX F
Shares34.5K
Event2026-06-30
Filed2026-07-27
VTV
1.72%VANGUARD INDEX FDS
Shares9.1K
Event2026-06-30
Filed2026-07-27
VEA
6.32%VANGUARD TAX-MANAGED FDS
Shares27.6K
Event2026-06-30
Filed2026-07-27
PFFD
2.99%GLOBAL X FDS
Shares103.8K
Event2026-06-30
Filed2026-07-27
AAPL
-1.30%APPLE INC
Shares6.5K
Event2026-06-30
Filed2026-07-27
WORLD GOLD TR
1.71%WORLD GOLD TR
Shares21.1K
Event2026-06-30
Filed2026-07-27
VGSH
-1.30%VANGUARD SCOTTSDALE FDS
Shares27.2K
Event2026-06-30
Filed2026-07-27
VB
-0.34%VANGUARD INDEX FDS
Shares4.7K
Event2026-06-30
Filed2026-07-27
SIVR
-1.22%ABRDN SILVER ETF TRUST
Shares23.0K
Event2026-06-30
Filed2026-07-27
VO
300.90%VANGUARD INDEX FDS
Shares14.2K
Event2026-06-30
Filed2026-07-27
MTBA
-5.77%SIMPLIFY EXCHANGE TRADED FUN
Shares20.7K
Event2026-06-30
Filed2026-07-27
GS
0.00%GOLDMAN SACHS GROUP INC
Shares979
Event2026-06-30
Filed2026-07-27
ICSH
2.13%ISHARES TR
Shares19.2K
Event2026-06-30
Filed2026-07-27
PDBA
-1.28%INVESCO ACTVELY MNGD ETC FD
Shares26.0K
Event2026-06-30
Filed2026-07-27
VIOO
-11.54%VANGUARD ADMIRAL FDS INC
Shares6.6K
Event2026-06-30
Filed2026-07-27
VIG
1.87%VANGUARD SPECIALIZED FUNDS
Shares3.8K
Event2026-06-30
Filed2026-07-27
STXE
-8.49%EA SERIES TRUST
Shares15.2K
Event2026-06-30
Filed2026-07-27
VGIT
0.71%VANGUARD SCOTTSDALE FDS
Shares12.3K
Event2026-06-30
Filed2026-07-27
DGRO
16.00%ISHARES TR
Shares9.5K
Event2026-06-30
Filed2026-07-27
VUG
500.16%VANGUARD INDEX FDS
Shares7.5K
Event2026-06-30
Filed2026-07-27
MSFT
1.18%MICROSOFT CORP
Shares1.7K
Event2026-06-30
Filed2026-07-27
JPMORGAN CHASE & CO
0.00%JPMORGAN CHASE & CO
Shares1.9K
Event2026-06-30
Filed2026-07-27
DIA
0.30%STATE STR SPDR DOW JONES IND
Shares1.0K
Event2026-06-30
Filed2026-07-27
HYBB
10.99%ISHARES TR
Shares10.9K
Event2026-06-30
Filed2026-07-27
ISHARES TR
0.00%ISHARES TR
Shares647
Event2026-06-30
Filed2026-07-27
VCIT
32.26%VANGUARD SCOTTSDALE FDS
Shares5.5K
Event2026-06-30
Filed2026-07-27
XLE
3.00%SELECT SECTOR SPDR TR
Shares8.4K
Event2026-06-30
Filed2026-07-27
AMZN
-40.07%AMAZON COM INC
Shares1.8K
Event2026-06-30
Filed2026-07-27
VPU
11.75%VANGUARD WORLD FD
Shares2.2K
Event2026-06-30
Filed2026-07-27
PWV
NewINVESCO EXCHANGE TRADED FD T
Shares5.4K
Event2026-06-30
Filed2026-07-27
SPYV
0.24%SPDR SERIES TRUST
Shares5.4K
Event2026-06-30
Filed2026-07-27
SPHY
1.75%SPDR SERIES TRUST
Shares13.6K
Event2026-06-30
Filed2026-07-27
NVDA
0.13%NVIDIA CORPORATION
Shares1.6K
Event2026-06-30
Filed2026-07-27
BRK.B
0.00%BERKSHIRE HATHAWAY INC DEL
Shares628
Event2026-06-30
Filed2026-07-27
IWB
0.00%ISHARES TR
Shares749
Event2026-06-30
Filed2026-07-27
TIP
-6.06%ISHARES TR
Shares2.8K
Event2026-06-30
Filed2026-07-27
MDY
NewSTATE STR SPDR S&P MIDCAP 40
Shares419
Event2026-06-30
Filed2026-07-27
GOOGL
NewALPHABET INC
Shares680
Event2026-06-30
Filed2026-07-27
PTNQ
NewPACER FDS TR
Shares2.7K
Event2026-06-30
Filed2026-07-27
VSS
NewVANGUARD INTL EQUITY INDEX F
Shares1.5K
Event2026-06-30
Filed2026-07-27
EEM
-28.71%ISHARES TR
Shares3.2K
Event2026-06-30
Filed2026-07-27
VXUS
NewVANGUARD STAR FDS
Shares2.5K
Event2026-06-30
Filed2026-07-27
GOOG
NewALPHABET INC
Shares601
Event2026-06-30
Filed2026-07-27
IJH
NewISHARES TR
Shares2.7K
Event2026-06-30
Filed2026-07-27
VAW
NewVANGUARD WORLD FD
Shares914
Event2026-06-30
Filed2026-07-27
VNQ
NewVANGUARD INDEX FDS
Shares2.1K
Event2026-06-30
Filed2026-07-27
PFF
1.36%ISHARES TR
Shares6.7K
Event2026-06-30
Filed2026-07-27
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