Sponsored

The Analysis of Ranch Capital Advisors Inc.'s Holdings & P&L

Currently, Ranch Capital Advisors Inc. holds 157 types of securities in its portfolio with a total value $315.7M. In the most recent quarter, they have increased their positions in ADM (+29.2K shares, valued at $2.2M), BIL (+9.4K shares, valued at $859.6K), N/A (+2.1K shares, valued at $775.1K); decreased their positions in N/A (-6.0K shares, valued at $425.5K), BRK.B (-140 shares, valued at $70.0K), VTV (-196 shares, valued at $42.7K); initiated new positions in ADM (+29.2K shares, valued at $2.2M), INTC (+3.0K shares, valued at $419.0K), VUG (+3.9K shares, valued at $336.0K).

1M P&L

+2.2M+0.83%

3M P&L

+8.9M+3.44%

HY P&L

+16.1M+6.43%

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/A101.5M

38.1%

2Semiconductors17.3M

6.5%

3Drug Manufacturers - General15.5M

5.8%

Top Industries by Stock Count

1N/A55 stocks

40.7%

2Drug Manufacturers - General7 stocks

5.2%

3Semiconductors6 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIL SPDR SERIES TRUST175.5K shares5.65%2026-06-302026-08-03

AAPL APPLE INC42.8K shares1.54%2026-06-302026-08-03

NVDA NVIDIA CORPORATION52.9K shares0.83%2026-06-302026-08-03

BROADCOM INC BROADCOM INC27.5K shares8.05%2026-06-302026-08-03

VIG VANGUARD SPECIALIZED FUNDS40.0K shares4.48%2026-06-302026-08-03

VYM VANGUARD WHITEHALL FDS57.8K shares1.50%2026-06-302026-08-03

VGIT VANGUARD SCOTTSDALE FDS123.1K shares8.72%2026-06-302026-08-03

CISCO SYS INC CISCO SYS INC57.2K shares7.85%2026-06-302026-08-03

Sponsored

MSFT MICROSOFT CORP17.7K shares0.34%2026-06-302026-08-03

JPMORGAN CHASE & CO JPMORGAN CHASE & CO18.9K shares8.31%2026-06-302026-08-03

IRM IRON MTN INC DEL42.6K shares8.61%2026-06-302026-08-03

CAH CARDINAL HEALTH INC22.7K shares8.26%2026-06-302026-08-03

TLH ISHARES TR50.8K shares2.71%2026-06-302026-08-03

C CITIGROUP INC36.3K shares9.99%2026-06-302026-08-03

GOOGL ALPHABET INC14.2K shares2.44%2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.7K shares4.44%2026-06-302026-08-03

Sponsored

TDIV FIRST TR EXCHANGE TRADED FD43.6K shares0.64%2026-06-302026-08-03

DIVO AMPLIFY ETF TR100.9K shares6.25%2026-06-302026-08-03

CMI CUMMINS INC6.4K shares6.89%2026-06-302026-08-03

JNJ JOHNSON & JOHNSON17.4K shares9.37%2026-06-302026-08-03

AMGN AMGEN INC12.1K shares10.80%2026-06-302026-08-03

AMD ADVANCED MICRO DEVICES INC7.5K shares4.98%2026-06-302026-08-03

VZ VERIZON COMMUNICATIONS INC96.9K shares7.44%2026-06-302026-08-03

ABBVIE INC ABBVIE INC16.1K shares8.15%2026-06-302026-08-03

Sponsored

XLK SELECT SECTOR SPDR TR21.2K shares-0.06%2026-06-302026-08-03

T AT&T INC193.8K shares8.30%2026-06-302026-08-03

TSLA TESLA INC9.4K shares2.49%2026-06-302026-08-03

ETR ENTERGY CORP NEW34.3K shares10.35%2026-06-302026-08-03

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR84.1K shares4.85%2026-06-302026-08-03

PG PROCTER & GAMBLE CO25.6K shares0.67%2026-06-302026-08-03

IBM INTERNATIONAL BUSINESS MACHS13.2K shares6.29%2026-06-302026-08-03

GILD GILEAD SCIENCES INC29.3K shares11.19%2026-06-302026-08-03

Sponsored

AMZN AMAZON COM INC13.4K shares6.96%2026-06-302026-08-03

EVRG EVERGY INC36.3K shares11.31%2026-06-302026-08-03

SOUTHERN CO SOUTHERN CO32.8K shares8.70%2026-06-302026-08-03

DUK DUKE ENERGY CORP NEW24.6K shares9.31%2026-06-302026-08-03

BX BLACKSTONE INC25.3K shares4.01%2026-06-302026-08-03

GD GENERAL DYNAMICS CORP7.8K shares11.93%2026-06-302026-08-03

CVX CHEVRON CORPORATION16.5K shares7.70%2026-06-302026-08-03

XLP SELECT SECTOR SPDR TR32.1K shares10.37%2026-06-302026-08-03

Sponsored

TGT TARGET CORP20.3K shares9.64%2026-06-302026-08-03

AFL AFLAC INC22.3K shares0.60%2026-06-302026-08-03

UPS UNITED PARCEL SVCS INC22.9K shares11.44%2026-06-302026-08-03

GOOG ALPHABET INC6.8K shares14.05%2026-06-302026-08-03

HYG ISHARES TR29.7K shares8.85%2026-06-302026-08-03

VRP INVESCO EXCH TRADED FD TR II93.0K shares1.32%2026-06-302026-08-03

ADM ARCHER DANIELS MIDLAND CO29.2K sharesnew addition2026-06-302026-08-03

QQQM INVESCO EXCH TRADED FD TR II7.3K shares3.93%2026-06-302026-08-03

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST24.5K shares5.90%2026-06-302026-08-03

GTY GETTY RLTY CORP NEW63.5K shares14.71%2026-06-302026-08-03

PLD PROLOGIS INC.15.2K shares11.73%2026-06-302026-08-03

VCLT VANGUARD SCOTTSDALE FDS27.4K shares1.70%2026-06-302026-08-03

PFE PFIZER INC85.3K shares9.41%2026-06-302026-08-03

PEP PEPSICO INC15.0K shares9.87%2026-06-302026-08-03

VGSH VANGUARD SCOTTSDALE FDS34.5K shares57.21%2026-06-302026-08-03

IP INTERNATIONAL PAPER CO50.2K shares9.57%2026-06-302026-08-03

Sponsored

PAYX PAYCHEX INC19.1K shares13.73%2026-06-302026-08-03

XLRE SELECT SECTOR SPDR TR42.1K shares32.22%2026-06-302026-08-03

DGRO ISHARES TR23.6K shares5.75%2026-06-302026-08-03

NEXTERA ENERGY INC NEXTERA ENERGY INC20.2K shares4.77%2026-06-302026-08-03

CAT CATERPILLAR INC1.6K shares-2.11%2026-06-302026-08-03

VB VANGUARD INDEX FDS5.3K shares18.74%2026-06-302026-08-03

MS MORGAN STANLEY7.6K shares6.29%2026-06-302026-08-03

URI UNITED RENTALS INC1.4K shares9.13%2026-06-302026-08-03

Sponsored

PM PHILIP MORRIS INTL INC8.1K shares0.06%2026-06-302026-08-03

GS GOLDMAN SACHS GROUP INC1.4K shares13.28%2026-06-302026-08-03

XLF SELECT SECTOR SPDR TR23.8K shares-0.05%2026-06-302026-08-03

HD HOME DEPOT INC3.5K shares1.05%2026-06-302026-08-03

EPD ENTERPRISE PRODS PARTNERS L32.7K shares0.36%2026-06-302026-08-03

SPSM SPDR SERIES TRUST20.1K shares4.70%2026-06-302026-08-03

SPMD SPDR SERIES TRUST16.7K shares5.22%2026-06-302026-08-03

VOO VANGUARD INDEX FDS1.6K shares10.01%2026-06-302026-08-03

Sponsored

SMH VANECK ETF TRUST1.7K shares4.52%2026-06-302026-08-03

VHT VANGUARD WORLD FD3.2K shares0.03%2026-06-302026-08-03

QQQ INVESCO QQQ TR1.3K shares-0.46%2026-06-302026-08-03

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION999 shares11.37%2026-06-302026-08-03

SCHF SCHWAB STRATEGIC TR33.5K shares5.29%2026-06-302026-08-03

CHUBB LIMITED CHUBB LIMITED2.7K shares4.69%2026-06-302026-08-03

BAC BANK OF AMER CORP15.6K shares11.00%2026-06-302026-08-03

UNP UNION PAC CORP3.1K shares2.77%2026-06-302026-08-03

Sponsored

BIZD VANECK ETF TRUST65.2K shares2.23%2026-06-302026-08-03

QCOM QUALCOMM INC4.4K shares0.07%2026-06-302026-08-03

IBDR ISHARES TR33.4K shares1.50%2026-06-302026-08-03

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.9K shares12.65%2026-06-302026-08-03

VGLT VANGUARD SCOTTSDALE FDS14.5K shares-0.28%2026-06-302026-08-03

TD TORONTO DOMINION BK ONT6.4K shares0.02%2026-06-302026-08-03

COWZ PACER FDS TR12.3K shares33.08%2026-06-302026-08-03

META PLATFORMS INC META PLATFORMS INC1.4K shares-0.07%2026-06-302026-08-03

Sponsored

CCJ CAMECO CORP7.4K shares9.57%2026-06-302026-08-03

VDC VANGUARD WORLD FD3.3K shares0.00%2026-06-302026-08-03

TXN TEXAS INSTRS INC2.5K shares-4.01%2026-06-302026-08-03

VTV VANGUARD INDEX FDS3.3K shares-5.64%2026-06-302026-08-03

AXP AMERICAN EXPRESS CO2.1K shares0.05%2026-06-302026-08-03

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD6.9K shares12.86%2026-06-302026-08-03

KO COCA COLA CO7.9K shares0.40%2026-06-302026-08-03

GNRC GENERAC HLDGS INC2.2K shares19.67%2026-06-302026-08-03

Sponsored

VO VANGUARD INDEX FDS7.8K shares302.58%2026-06-302026-08-03

HACK AMPLIFY ETF TR6.0K shares43.41%2026-06-302026-08-03

IYW ISHARES TR2.4K shares0.00%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares-10.70%2026-06-302026-08-03

WMT WALMART INC5.1K shares0.16%2026-06-302026-08-03

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.0K shares-1.61%2026-06-302026-08-03

AEP AMERICAN ELEC PWR CO INC3.9K shares2.65%2026-06-302026-08-03

NVG NUVEEN AMT FREE MUN CR INC F40.7K shares-4.62%2026-06-302026-08-03

Sponsored

MO ALTRIA GROUP INC7.1K shares0.09%2026-06-302026-08-03

ABT ABBOTT LABORATORIES5.1K shares0.06%2026-06-302026-08-03

CINF CINCINNATI FINL CORP2.5K shares0.00%2026-06-302026-08-03

XLY SELECT SECTOR SPDR TR3.9K shares4.62%2026-06-302026-08-03

COF CAPITAL ONE FINL CORP2.2K shares-0.46%2026-06-302026-08-03

VXUS VANGUARD STAR FDS5.0K shares4.14%2026-06-302026-08-03

INTC INTEL CORP3.0K sharesnew addition2026-06-302026-08-03

PRU PRUDENTIAL FINL INC3.8K shares0.24%2026-06-302026-08-03

Sponsored

PFF ISHARES TR13.3K shares-1.16%2026-06-302026-08-03

DIA STATE STR SPDR DOW JONES IND769 shares1.18%2026-06-302026-08-03

GLW CORNING INC1.5K shares0.00%2026-06-302026-08-03

MCD MCDONALDS CORP1.4K shares0.07%2026-06-302026-08-03

WASTE MGMT INC DEL WASTE MGMT INC DEL1.7K shares0.12%2026-06-302026-08-03

NTR NUTRIEN LTD5.9K shares19.79%2026-06-302026-08-03

FXI ISHARES TR11.7K shares63.88%2026-06-302026-08-03

KTOS KRATOS DEFENSE & SEC SOLUTIO7.4K shares12.82%2026-06-302026-08-03

Sponsored

DLR DIGITAL RLTY TR INC2.0K shares0.05%2026-06-302026-08-03

TLT ISHARES TR4.0K shares0.86%2026-06-302026-08-03

VUG VANGUARD INDEX FDS3.9K sharesnew addition2026-06-302026-08-03

BMY BRISTOL-MYERS SQUIBB CO5.7K shares0.02%2026-06-302026-08-03

DBEF DBX ETF TR6.0K shares0.00%2026-06-302026-08-03

DHS WISDOMTREE TR2.9K shares0.56%2026-06-302026-08-03

ISHARES TR ISHARES TR432 shares0.23%2026-06-302026-08-03

EWJ ISHARES INC3.5K shares5.51%2026-06-302026-08-03

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC660 shares0.00%2026-06-302026-08-03

MRK MERCK & CO INC2.4K shares0.00%2026-06-302026-08-03

VGT VANGUARD WORLD FD2.4K shares700.99%2026-06-302026-08-03

NZF NUVEEN MUN CR INCOME FD22.6K shares0.11%2026-06-302026-08-03

GLD SPDR GOLD TR772 shares-6.08%2026-06-302026-08-03

MHD BLACKROCK MUNIHOLDINGS FD IN23.9K shares0.31%2026-06-302026-08-03

ETN EATON CORP PLC662 shares0.15%2026-06-302026-08-03

EXXON MOBIL CORP EXXON MOBIL CORP2.0K shares3.59%2026-06-302026-08-03

Sponsored

MQY BLACKROCK MUNIYILD QULT FD I24.1K shares0.23%2026-06-302026-08-03

RTX CORPORATION RTX CORPORATION1.5K shares13.75%2026-06-302026-08-03

EMR EMERSON ELEC CO1.9K shares0.00%2026-06-302026-08-03

VPU VANGUARD WORLD FD1.4K shares0.29%2026-06-302026-08-03

ASML ASML HLDG NV135 sharesnew addition2026-06-302026-08-03

IBIT ISHARES BITCOIN TRUST ETF8.0K shares-8.74%2026-06-302026-08-03

VANECK ETF TRUST VANECK ETF TRUST3.5K shares-5.46%2026-06-302026-08-03

LLY ELI LILLY & CO203 sharesnew addition2026-06-302026-08-03

Sponsored

KLAC KLA CORP760 sharesnew addition2026-06-302026-08-03

OKE ONEOK INC NEW2.6K shares0.04%2026-06-302026-08-03

LMT LOCKHEED MARTIN CORP430 shares0.00%2026-06-302026-08-03

WPM WHEATON PRECIOUS METALS CORP1.9K shares0.00%2026-06-302026-08-03

NETFLIX INC. NETFLIX INC.3.0K shares-66.82%2026-06-302026-08-03

TMO THERMO FISHER SCIENTIFIC INC419 shares0.00%2026-06-302026-08-03

DHR DANAHER CORP DEL1.1K sharesnew addition2026-06-302026-08-03

SDY SPDR SERIES TRUST1.3K shares-3.54%2026-06-302026-08-03

Sponsored

MPLX MPLX LP3.6K sharesnew addition2026-06-302026-08-03

DSM BNY MELLON STRATEGIC MUN BD29.3K shares0.25%2026-06-302026-08-03

NMZ NUVEEN MUN HIGH INCOME OPPOR15.0K shares0.00%2026-06-302026-08-03

AGNC INVT CORP AGNC INVT CORP11.4K shares1.47%2026-06-302026-08-03

HOWL WEREWOLF THERAPEUTICS INC11.0K shares-8.33%2026-06-302026-08-03

BIL

SPDR SERIES TRUST

5.65%

Shares175.5K

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

1.54%

Shares42.8K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

0.83%

Shares52.9K

Event2026-06-30

Filed2026-08-03

BROADCOM INC

8.05%

Shares27.5K

Event2026-06-30

Filed2026-08-03

VIG

VANGUARD SPECIALIZED FUNDS

4.48%

Shares40.0K

Event2026-06-30

Filed2026-08-03

VYM

VANGUARD WHITEHALL FDS

1.50%

Shares57.8K

Event2026-06-30

Filed2026-08-03

VGIT

VANGUARD SCOTTSDALE FDS

8.72%

Shares123.1K

Event2026-06-30

Filed2026-08-03

CISCO SYS INC

7.85%

Shares57.2K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

0.34%

Shares17.7K

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO

8.31%

Shares18.9K

Event2026-06-30

Filed2026-08-03

IRM

IRON MTN INC DEL

8.61%

Shares42.6K

Event2026-06-30

Filed2026-08-03

CAH

CARDINAL HEALTH INC

8.26%

Shares22.7K

Event2026-06-30

Filed2026-08-03

TLH

ISHARES TR

2.71%

Shares50.8K

Event2026-06-30

Filed2026-08-03

CITIGROUP INC

9.99%

Shares36.3K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

2.44%

Shares14.2K

Event2026-06-30

Filed2026-08-03

STATE STR SPDR S&P 500 ETF T

4.44%

Shares6.7K

Event2026-06-30

Filed2026-08-03

TDIV

FIRST TR EXCHANGE TRADED FD

0.64%

Shares43.6K

Event2026-06-30

Filed2026-08-03

DIVO

AMPLIFY ETF TR

6.25%

Shares100.9K

Event2026-06-30

Filed2026-08-03

CMI

CUMMINS INC

6.89%

Shares6.4K

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

9.37%

Shares17.4K

Event2026-06-30

Filed2026-08-03

AMGN

AMGEN INC

10.80%

Shares12.1K

Event2026-06-30

Filed2026-08-03

AMD

ADVANCED MICRO DEVICES INC

4.98%

Shares7.5K

Event2026-06-30

Filed2026-08-03

VERIZON COMMUNICATIONS INC

7.44%

Shares96.9K

Event2026-06-30

Filed2026-08-03

ABBVIE INC

8.15%

Shares16.1K

Event2026-06-30

Filed2026-08-03

XLK

SELECT SECTOR SPDR TR

-0.06%

Shares21.2K

Event2026-06-30

Filed2026-08-03

AT&T INC

8.30%

Shares193.8K

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

2.49%

Shares9.4K

Event2026-06-30

Filed2026-08-03

ETR

ENTERGY CORP NEW

10.35%

Shares34.3K

Event2026-06-30

Filed2026-08-03

SELECT SECTOR SPDR TR

4.85%

Shares84.1K

Event2026-06-30

Filed2026-08-03

PROCTER & GAMBLE CO

0.67%

Shares25.6K

Event2026-06-30

Filed2026-08-03

IBM

INTERNATIONAL BUSINESS MACHS

6.29%

Shares13.2K

Event2026-06-30

Filed2026-08-03

GILD

GILEAD SCIENCES INC

11.19%

Shares29.3K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

6.96%

Shares13.4K

Event2026-06-30

Filed2026-08-03

EVRG

EVERGY INC

11.31%

Shares36.3K

Event2026-06-30

Filed2026-08-03

SOUTHERN CO

8.70%

Shares32.8K

Event2026-06-30

Filed2026-08-03

DUK

DUKE ENERGY CORP NEW

9.31%

Shares24.6K

Event2026-06-30

Filed2026-08-03

BLACKSTONE INC

4.01%

Shares25.3K

Event2026-06-30

Filed2026-08-03

GENERAL DYNAMICS CORP

11.93%

Shares7.8K

Event2026-06-30

Filed2026-08-03

CVX

CHEVRON CORPORATION

7.70%

Shares16.5K

Event2026-06-30

Filed2026-08-03

XLP

SELECT SECTOR SPDR TR

10.37%

Shares32.1K

Event2026-06-30

Filed2026-08-03

TGT

TARGET CORP

9.64%

Shares20.3K

Event2026-06-30

Filed2026-08-03

AFL

AFLAC INC

0.60%

Shares22.3K

Event2026-06-30

Filed2026-08-03

UPS

UNITED PARCEL SVCS INC

11.44%

Shares22.9K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

14.05%

Shares6.8K

Event2026-06-30

Filed2026-08-03

HYG

ISHARES TR

8.85%

Shares29.7K

Event2026-06-30

Filed2026-08-03

VRP

INVESCO EXCH TRADED FD TR II

1.32%

Shares93.0K

Event2026-06-30

Filed2026-08-03

ADM

ARCHER DANIELS MIDLAND CO

New

Shares29.2K

Event2026-06-30

Filed2026-08-03

QQQM

INVESCO EXCH TRADED FD TR II

3.93%

Shares7.3K

Event2026-06-30

Filed2026-08-03

SPDR SERIES TRUST

5.90%

Shares24.5K

Event2026-06-30

Filed2026-08-03

GTY

GETTY RLTY CORP NEW

14.71%

Shares63.5K

Event2026-06-30

Filed2026-08-03

PLD

PROLOGIS INC.

11.73%

Shares15.2K

Event2026-06-30

Filed2026-08-03

VCLT

VANGUARD SCOTTSDALE FDS

1.70%

Shares27.4K

Event2026-06-30

Filed2026-08-03

PFE

PFIZER INC

9.41%

Shares85.3K

Event2026-06-30

Filed2026-08-03

PEP

PEPSICO INC

9.87%

Shares15.0K

Event2026-06-30

Filed2026-08-03

VGSH

VANGUARD SCOTTSDALE FDS

57.21%

Shares34.5K

Event2026-06-30

Filed2026-08-03

INTERNATIONAL PAPER CO

9.57%

Shares50.2K

Event2026-06-30

Filed2026-08-03

PAYX

PAYCHEX INC

13.73%

Shares19.1K

Event2026-06-30

Filed2026-08-03

XLRE

SELECT SECTOR SPDR TR

32.22%

Shares42.1K

Event2026-06-30

Filed2026-08-03

DGRO

ISHARES TR

5.75%

Shares23.6K

Event2026-06-30

Filed2026-08-03

NEXTERA ENERGY INC

4.77%

Shares20.2K

Event2026-06-30

Filed2026-08-03

CAT

CATERPILLAR INC

-2.11%

Shares1.6K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

18.74%

Shares5.3K

Event2026-06-30

Filed2026-08-03

MORGAN STANLEY

6.29%

Shares7.6K

Event2026-06-30

Filed2026-08-03

URI

UNITED RENTALS INC

9.13%

Shares1.4K

Event2026-06-30

Filed2026-08-03

PHILIP MORRIS INTL INC

0.06%

Shares8.1K

Event2026-06-30

Filed2026-08-03

GOLDMAN SACHS GROUP INC

13.28%

Shares1.4K

Event2026-06-30

Filed2026-08-03

XLF

SELECT SECTOR SPDR TR

-0.05%

Shares23.8K

Event2026-06-30

Filed2026-08-03

HOME DEPOT INC

1.05%

Shares3.5K

Event2026-06-30

Filed2026-08-03

EPD

ENTERPRISE PRODS PARTNERS L

0.36%

Shares32.7K

Event2026-06-30

Filed2026-08-03

SPSM

SPDR SERIES TRUST

4.70%

Shares20.1K

Event2026-06-30

Filed2026-08-03

SPMD

SPDR SERIES TRUST

5.22%

Shares16.7K

Event2026-06-30

Filed2026-08-03

VOO

VANGUARD INDEX FDS

10.01%

Shares1.6K

Event2026-06-30

Filed2026-08-03

SMH

VANECK ETF TRUST

4.52%

Shares1.7K

Event2026-06-30

Filed2026-08-03

VHT

VANGUARD WORLD FD

0.03%

Shares3.2K

Event2026-06-30

Filed2026-08-03

QQQ

INVESCO QQQ TR

-0.46%

Shares1.3K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION

11.37%

Shares999

Event2026-06-30

Filed2026-08-03

SCHF

SCHWAB STRATEGIC TR

5.29%

Shares33.5K

Event2026-06-30

Filed2026-08-03

CHUBB LIMITED

4.69%

Shares2.7K

Event2026-06-30

Filed2026-08-03

BAC

BANK OF AMER CORP

11.00%

Shares15.6K

Event2026-06-30

Filed2026-08-03

UNP

UNION PAC CORP

2.77%

Shares3.1K

Event2026-06-30

Filed2026-08-03

BIZD

VANECK ETF TRUST

2.23%

Shares65.2K

Event2026-06-30

Filed2026-08-03

QCOM

QUALCOMM INC

0.07%

Shares4.4K

Event2026-06-30

Filed2026-08-03

IBDR

ISHARES TR

1.50%

Shares33.4K

Event2026-06-30

Filed2026-08-03

UNITEDHEALTH GROUP INC

12.65%

Shares1.9K

Event2026-06-30

Filed2026-08-03

VGLT

VANGUARD SCOTTSDALE FDS

-0.28%

Shares14.5K

Event2026-06-30

Filed2026-08-03

TORONTO DOMINION BK ONT

0.02%

Shares6.4K

Event2026-06-30

Filed2026-08-03

COWZ

PACER FDS TR

33.08%

Shares12.3K

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

-0.07%

Shares1.4K

Event2026-06-30

Filed2026-08-03

CCJ

CAMECO CORP

9.57%

Shares7.4K

Event2026-06-30

Filed2026-08-03

VDC

VANGUARD WORLD FD

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-03

TXN

TEXAS INSTRS INC

-4.01%

Shares2.5K

Event2026-06-30

Filed2026-08-03

VTV

VANGUARD INDEX FDS

-5.64%

Shares3.3K

Event2026-06-30

Filed2026-08-03

AXP

AMERICAN EXPRESS CO

0.05%

Shares2.1K

Event2026-06-30

Filed2026-08-03

ALIBABA GROUP HLDG LTD

12.86%

Shares6.9K

Event2026-06-30

Filed2026-08-03

COCA COLA CO

0.40%

Shares7.9K

Event2026-06-30

Filed2026-08-03

GNRC

GENERAC HLDGS INC

19.67%

Shares2.2K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

302.58%

Shares7.8K

Event2026-06-30

Filed2026-08-03

HACK

AMPLIFY ETF TR

43.41%

Shares6.0K

Event2026-06-30

Filed2026-08-03

IYW

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

-10.70%

Shares1.2K

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC

0.16%

Shares5.1K

Event2026-06-30

Filed2026-08-03

MASTERCARD INCORPORATED

-1.61%

Shares1.0K

Event2026-06-30

Filed2026-08-03

AEP

AMERICAN ELEC PWR CO INC

2.65%

Shares3.9K

Event2026-06-30

Filed2026-08-03

NVG

NUVEEN AMT FREE MUN CR INC F

-4.62%

Shares40.7K

Event2026-06-30

Filed2026-08-03

ALTRIA GROUP INC

0.09%

Shares7.1K

Event2026-06-30

Filed2026-08-03

ABT

ABBOTT LABORATORIES

0.06%

Shares5.1K

Event2026-06-30

Filed2026-08-03

CINF

CINCINNATI FINL CORP

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-03

XLY

SELECT SECTOR SPDR TR

4.62%

Shares3.9K

Event2026-06-30

Filed2026-08-03

COF

CAPITAL ONE FINL CORP

-0.46%

Shares2.2K

Event2026-06-30

Filed2026-08-03

VXUS

VANGUARD STAR FDS

4.14%

Shares5.0K

Event2026-06-30

Filed2026-08-03

INTC

INTEL CORP

New

Shares3.0K

Event2026-06-30

Filed2026-08-03

PRU

PRUDENTIAL FINL INC

0.24%

Shares3.8K

Event2026-06-30

Filed2026-08-03

PFF

ISHARES TR

-1.16%

Shares13.3K

Event2026-06-30

Filed2026-08-03

DIA

STATE STR SPDR DOW JONES IND

1.18%

Shares769

Event2026-06-30

Filed2026-08-03

GLW

CORNING INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-03

MCD

MCDONALDS CORP

0.07%

Shares1.4K

Event2026-06-30

Filed2026-08-03

WASTE MGMT INC DEL

0.12%

Shares1.7K

Event2026-06-30

Filed2026-08-03

NTR

NUTRIEN LTD

19.79%

Shares5.9K

Event2026-06-30

Filed2026-08-03

FXI

ISHARES TR

63.88%

Shares11.7K

Event2026-06-30

Filed2026-08-03

KTOS

KRATOS DEFENSE & SEC SOLUTIO

12.82%

Shares7.4K

Event2026-06-30

Filed2026-08-03

DLR

DIGITAL RLTY TR INC

0.05%

Shares2.0K

Event2026-06-30

Filed2026-08-03

TLT

ISHARES TR

0.86%

Shares4.0K

Event2026-06-30

Filed2026-08-03

VUG

VANGUARD INDEX FDS

New

Shares3.9K

Event2026-06-30

Filed2026-08-03

BMY

BRISTOL-MYERS SQUIBB CO

0.02%

Shares5.7K

Event2026-06-30

Filed2026-08-03

DBEF

DBX ETF TR

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-03

DHS

WISDOMTREE TR

0.56%

Shares2.9K

Event2026-06-30

Filed2026-08-03

ISHARES TR

0.23%

Shares432

Event2026-06-30

Filed2026-08-03

EWJ

ISHARES INC

5.51%

Shares3.5K

Event2026-06-30

Filed2026-08-03

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares660

Event2026-06-30

Filed2026-08-03

MRK

MERCK & CO INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-03

VGT

VANGUARD WORLD FD

700.99%

Shares2.4K

Event2026-06-30

Filed2026-08-03

NZF

NUVEEN MUN CR INCOME FD

0.11%

Shares22.6K

Event2026-06-30

Filed2026-08-03

GLD

SPDR GOLD TR

-6.08%

Shares772

Event2026-06-30

Filed2026-08-03

MHD

BLACKROCK MUNIHOLDINGS FD IN

0.31%

Shares23.9K

Event2026-06-30

Filed2026-08-03

ETN

EATON CORP PLC

0.15%

Shares662

Event2026-06-30

Filed2026-08-03

EXXON MOBIL CORP

3.59%

Shares2.0K

Event2026-06-30

Filed2026-08-03

MQY

BLACKROCK MUNIYILD QULT FD I

0.23%

Shares24.1K

Event2026-06-30

Filed2026-08-03

RTX CORPORATION

13.75%

Shares1.5K

Event2026-06-30

Filed2026-08-03

EMR

EMERSON ELEC CO

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-03

VPU

VANGUARD WORLD FD

0.29%

Shares1.4K

Event2026-06-30

Filed2026-08-03

ASML

ASML HLDG NV

New

Shares135

Event2026-06-30

Filed2026-08-03

IBIT

ISHARES BITCOIN TRUST ETF

-8.74%

Shares8.0K

Event2026-06-30

Filed2026-08-03

VANECK ETF TRUST

-5.46%

Shares3.5K

Event2026-06-30

Filed2026-08-03

LLY

ELI LILLY & CO

New

Shares203

Event2026-06-30

Filed2026-08-03

KLAC

KLA CORP

New

Shares760

Event2026-06-30

Filed2026-08-03

OKE

ONEOK INC NEW

0.04%

Shares2.6K

Event2026-06-30

Filed2026-08-03

LMT

LOCKHEED MARTIN CORP

0.00%

Shares430

Event2026-06-30

Filed2026-08-03

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-03

NETFLIX INC.

-66.82%

Shares3.0K

Event2026-06-30

Filed2026-08-03

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares419

Event2026-06-30

Filed2026-08-03

DHR

DANAHER CORP DEL

New

Shares1.1K

Event2026-06-30

Filed2026-08-03

SDY

SPDR SERIES TRUST

-3.54%

Shares1.3K

Event2026-06-30

Filed2026-08-03

MPLX

MPLX LP

New

Shares3.6K

Event2026-06-30

Filed2026-08-03

DSM

BNY MELLON STRATEGIC MUN BD

0.25%

Shares29.3K

Event2026-06-30

Filed2026-08-03

NMZ

NUVEEN MUN HIGH INCOME OPPOR

0.00%

Shares15.0K

Event2026-06-30

Filed2026-08-03

AGNC INVT CORP

1.47%

Shares11.4K

Event2026-06-30

Filed2026-08-03

HOWL

WEREWOLF THERAPEUTICS INC

-8.33%

Shares11.0K

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available