Sponsored

The Analysis of River Wealth Advisors LLC's Holdings & P&L

Currently, River Wealth Advisors LLC holds 205 types of securities in its portfolio with a total value $870.8M.

1M P&L

-6.8M-0.87%

3M P&L

+33.0M+4.42%

HY P&L

+91.8M+13.38%

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/A245.8M

34.5%

2Consumer Electronics46.8M

6.6%

3Semiconductors39.1M

5.5%

Top Industries by Stock Count

1N/A66 stocks

37.9%

2Specialty Industrial Machinery7 stocks

4.0%

3Drug Manufacturers - General5 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC184.5K shares0.00%2026-06-302026-08-04

IWR ISHARES TR450.2K shares0.00%2026-06-302026-08-04

NVDA NVIDIA CORPORATION217.8K shares0.00%2026-06-302026-08-04

MSFT MICROSOFT CORP84.3K shares0.00%2026-06-302026-08-04

ISHARES TR ISHARES TR47.4K shares0.00%2026-06-302026-08-04

GOOGL ALPHABET INC101.9K shares0.00%2026-06-302026-08-04

VEU VANGUARD INTL EQUITY INDEX F327.8K shares0.00%2026-06-302026-08-04

SMLF ISHARES TR318.0K shares0.00%2026-06-302026-08-04

Sponsored

XSMO INVESCO EXCHANGE TRADED FD T314.2K shares0.00%2026-06-302026-08-04

CWB SPDR SERIES TRUST237.1K shares0.00%2026-06-302026-08-04

IWM ISHARES TR83.0K shares0.00%2026-06-302026-08-04

JPMORGAN CHASE & CO JPMORGAN CHASE & CO69.1K shares0.00%2026-06-302026-08-04

AMZN AMAZON COM INC88.0K shares0.00%2026-06-302026-08-04

VISA INC VISA INC53.6K shares0.00%2026-06-302026-08-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND76.2K shares0.00%2026-06-302026-08-04

IEMG ISHARES INC209.2K shares0.00%2026-06-302026-08-04

Sponsored

TMUS T-MOBILE US INC68.2K shares0.00%2026-06-302026-08-04

COR CENCORA INC42.5K shares0.00%2026-06-302026-08-04

ETN EATON CORP PLC37.3K shares0.00%2026-06-302026-08-04

TJX TJX COS INC NEW83.0K shares0.00%2026-06-302026-08-04

BAC BANK AMERICA CORP263.9K shares0.00%2026-06-302026-08-04

CHUBB LTD SWITZ CHUBB LTD SWITZ37.8K shares0.00%2026-06-302026-08-04

MRK MERCK & CO INC93.1K shares0.00%2026-06-302026-08-04

LLY ELI LILLY & CO12.1K shares0.00%2026-06-302026-08-04

Sponsored

LRCX LAM RESEARCH CORP50.3K shares0.00%2026-06-302026-08-04

TTWO TAKE-TWO INTERACTIVE SOFTWAR51.4K shares0.00%2026-06-302026-08-04

PEP PEPSICO INC60.9K shares0.00%2026-06-302026-08-04

SYK STRYKER CORPORATION27.3K shares0.00%2026-06-302026-08-04

BLK BLACKROCK INC8.8K shares0.00%2026-06-302026-08-04

WMT WALMART INC64.3K shares0.00%2026-06-302026-08-04

WASTE MGMT INC DEL WASTE MGMT INC DEL33.3K shares0.00%2026-06-302026-08-04

CMG CHIPOTLE MEXICAN GRILL INC237.0K shares0.00%2026-06-302026-08-04

Sponsored

DE DEERE & CO12.6K shares0.00%2026-06-302026-08-04

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION6.8K shares0.00%2026-06-302026-08-04

CAT CATERPILLAR INC9.5K shares0.00%2026-06-302026-08-04

SERVICENOW INC SERVICENOW INC61.8K shares0.00%2026-06-302026-08-04

CRM SALESFORCE INC32.8K shares0.00%2026-06-302026-08-04

GOOG ALPHABET INC21.3K shares0.00%2026-06-302026-08-04

CVX CHEVRON CORPORATION29.0K shares0.00%2026-06-302026-08-04

TT TRANE TECHNOLOGIES PLC14.2K shares0.00%2026-06-302026-08-04

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED10.8K shares0.00%2026-06-302026-08-04

EXXON MOBIL CORP EXXON MOBIL CORP31.0K shares0.00%2026-06-302026-08-04

FREEPORT MCMORAN INC FREEPORT MCMORAN INC88.8K shares0.00%2026-06-302026-08-04

SLQD ISHARES TR103.1K shares0.00%2026-06-302026-08-04

ORACLE CORP ORACLE CORP34.6K shares0.00%2026-06-302026-08-04

CEG CONSTELLATION ENERGY CORP17.9K shares0.00%2026-06-302026-08-04

CSL CARLISLE COS INC15.0K shares0.00%2026-06-302026-08-04

RSP INVESCO EXCHANGE TRADED FD T25.6K shares0.00%2026-06-302026-08-04

Sponsored

TRGP TARGA RES CORP19.4K shares0.00%2026-06-302026-08-04

AMGN AMGEN INC13.2K shares0.00%2026-06-302026-08-04

CCJ CAMECO CORP42.6K shares0.00%2026-06-302026-08-04

IJH ISHARES TR61.0K shares0.00%2026-06-302026-08-04

TTEK TETRA TECH INC NEW133.3K shares0.00%2026-06-302026-08-04

DLR DIGITAL RLTY TR INC21.9K shares0.00%2026-06-302026-08-04

RTX CORPORATION RTX CORPORATION20.2K shares0.00%2026-06-302026-08-04

IJJ ISHARES TR28.7K shares0.00%2026-06-302026-08-04

Sponsored

QQQ INVESCO QQQ TR6.4K shares0.00%2026-06-302026-08-04

TEL TE CONNECTIVITY PLC17.2K shares0.00%2026-06-302026-08-04

APD AIR PRODUCTS AND CHEMICALS I12.3K shares0.00%2026-06-302026-08-04

PH PARKER-HANNIFIN CORP3.9K shares0.00%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON13.7K shares0.00%2026-06-302026-08-04

COF CAPITAL ONE FINL CORP17.6K shares0.00%2026-06-302026-08-04

PHM PULTE GROUP INC27.1K shares0.00%2026-06-302026-08-04

VXF VANGUARD INDEX FDS15.2K shares0.00%2026-06-302026-08-04

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP37.4K shares0.00%2026-06-302026-08-04

PNC PNC FINL SVCS GROUP INC14.4K shares0.00%2026-06-302026-08-04

ABBVIE INC ABBVIE INC13.7K shares0.00%2026-06-302026-08-04

SCHM SCHWAB STRATEGIC TR90.5K shares0.00%2026-06-302026-08-04

LIN LINDE PLC5.5K shares0.00%2026-06-302026-08-04

GS GOLDMAN SACHS GROUP INC3.2K shares0.00%2026-06-302026-08-04

LOW LOWES COS INC11.2K shares0.00%2026-06-302026-08-04

HD HOME DEPOT INC7.2K shares0.00%2026-06-302026-08-04

Sponsored

VBK VANGUARD INDEX FDS7.7K shares0.00%2026-06-302026-08-04

IWB ISHARES TR6.4K shares0.00%2026-06-302026-08-04

META PLATFORMS INC META PLATFORMS INC4.0K shares0.00%2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.4K shares0.00%2026-06-302026-08-04

PSX PHILLIPS 6611.9K shares0.00%2026-06-302026-08-04

BSCW INVESCO EXCH TRD SLF IDX FD94.6K shares0.00%2026-06-302026-08-04

VOO VANGUARD INDEX FDS3.1K shares0.00%2026-06-302026-08-04

EEM ISHARES TR31.9K shares0.00%2026-06-302026-08-04

Sponsored

BSCX INVESCO EXCH TRD SLF IDX FD84.0K shares0.00%2026-06-302026-08-04

COP CONOCOPHILLIPS12.7K shares0.00%2026-06-302026-08-04

TMO THERMO FISHER SCIENTIFIC INC3.4K shares0.00%2026-06-302026-08-04

MMC MARSH & MCLENNAN COS INC9.4K shares0.00%2026-06-302026-08-04

BRK.B BERKSHIRE HATHAWAY INC DEL3.3K shares0.00%2026-06-302026-08-04

VUG VANGUARD INDEX FDS3.7K shares0.00%2026-06-302026-08-04

PG PROCTER & GAMBLE CO10.8K shares0.00%2026-06-302026-08-04

BSCY INVESCO EXCH TRD SLF IDX FD73.4K shares0.00%2026-06-302026-08-04

Sponsored

IJK ISHARES TR15.1K shares0.00%2026-06-302026-08-04

BSCT INVESCO EXCH TRD SLF IDX FD79.1K shares0.00%2026-06-302026-08-04

BSCS INVESCO EXCH TRD SLF IDX FD71.4K shares0.00%2026-06-302026-08-04

DHR DANAHER CORP DEL7.5K shares0.00%2026-06-302026-08-04

BSCU INVESCO EXCH TRD SLF IDX FD82.2K shares0.00%2026-06-302026-08-04

BSCV INVESCO EXCH TRD SLF IDX FD82.9K shares0.00%2026-06-302026-08-04

BROADCOM INC BROADCOM INC4.4K shares0.00%2026-06-302026-08-04

XLE SELECT SECTOR SPDR TR21.8K shares0.00%2026-06-302026-08-04

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD68.0K shares0.00%2026-06-302026-08-04

XLK SELECT SECTOR SPDR TR9.6K shares0.00%2026-06-302026-08-04

KRNY KEARNY FINL CORP MD166.9K shares0.00%2026-06-302026-08-04

HON HONEYWELL INTL INC5.5K shares0.00%2026-06-302026-08-04

MCK MCKESSON CORP1.4K shares0.00%2026-06-302026-08-04

EFA ISHARES TR12.4K shares0.00%2026-06-302026-08-04

BSCQ INVESCO EXCH TRD SLF IDX FD60.6K shares0.00%2026-06-302026-08-04

S&P GLOBAL INC S&P GLOBAL INC2.6K shares0.00%2026-06-302026-08-04

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.4K shares0.00%2026-06-302026-08-04

ELV ELEVANCE HEALTH INC FORMERLY3.6K shares0.00%2026-06-302026-08-04

DVY ISHARES TR6.8K shares0.00%2026-06-302026-08-04

RY ROYAL BK CDA6.4K shares0.00%2026-06-302026-08-04

DHI D R HORTON INC7.3K shares0.00%2026-06-302026-08-04

VB VANGUARD INDEX FDS3.6K shares0.00%2026-06-302026-08-04

ALLEGION PLC ALLEGION PLC6.5K shares0.00%2026-06-302026-08-04

NSC NORFOLK SOUTHN CORP3.2K shares0.00%2026-06-302026-08-04

Sponsored

CISCO SYS INC CISCO SYS INC11.8K shares0.00%2026-06-302026-08-04

VTV VANGUARD INDEX FDS4.6K shares0.00%2026-06-302026-08-04

TSLA TESLA INC2.4K shares0.00%2026-06-302026-08-04

BSCZ INVESCO EXCH TRD SLF IDX FD41.9K shares0.00%2026-06-302026-08-04

DGRO ISHARES TR12.2K shares0.00%2026-06-302026-08-04

HSY HERSHEY CO4.1K shares0.00%2026-06-302026-08-04

QCOM QUALCOMM INC6.2K shares0.00%2026-06-302026-08-04

VEA VANGUARD TAX-MANAGED FDS12.3K shares0.00%2026-06-302026-08-04

Sponsored

GD GENERAL DYNAMICS CORP2.2K shares0.00%2026-06-302026-08-04

IR INGERSOLL RAND INC9.5K shares0.00%2026-06-302026-08-04

PLD PROLOGIS INC.5.8K shares0.00%2026-06-302026-08-04

WFC WELLS FARGO & CO9.5K shares0.00%2026-06-302026-08-04

ITW ILLINOIS TOOL WKS INC2.9K shares0.00%2026-06-302026-08-04

BA BOEING CO3.8K shares0.00%2026-06-302026-08-04

FDX FEDEX CORP2.0K shares0.00%2026-06-302026-08-04

ADP AUTOMATIC DATA PROCESSING IN3.6K shares0.00%2026-06-302026-08-04

Sponsored

TOL TOLL BROTHERS INC5.3K shares0.00%2026-06-302026-08-04

CL COLGATE PALMOLIVE CO8.5K shares0.00%2026-06-302026-08-04

EWJ ISHARES INC8.6K shares0.00%2026-06-302026-08-04

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC2.5K shares0.00%2026-06-302026-08-04

VWO VANGUARD INTL EQUITY INDEX F13.0K shares0.00%2026-06-302026-08-04

NEXTERA ENERGY INC NEXTERA ENERGY INC7.0K shares0.00%2026-06-302026-08-04

UL UNILEVER PLC11.4K shares0.00%2026-06-302026-08-04

APPLIED MATLS INC APPLIED MATLS INC1.9K shares0.00%2026-06-302026-08-04

Sponsored

MDY STATE STR SPDR S&P MIDCAP 401.0K shares0.00%2026-06-302026-08-04

NETFLIX INC. NETFLIX INC.6.6K shares0.00%2026-06-302026-08-04

ARW ARROW ELECTRS INC4.4K shares0.00%2026-06-302026-08-04

SOUTHERN CO SOUTHERN CO6.4K shares0.00%2026-06-302026-08-04

CI THE CIGNA GROUP2.3K shares0.00%2026-06-302026-08-04

KO COCA COLA CO7.9K shares0.00%2026-06-302026-08-04

IJR ISHARES TR4.7K shares0.00%2026-06-302026-08-04

FTEC FIDELITY COVINGTON TRUST2.7K shares0.00%2026-06-302026-08-04

Sponsored

ISHARES TR ISHARES TR6.2K shares0.00%2026-06-302026-08-04

ABT ABBOTT LABORATORIES5.3K shares0.00%2026-06-302026-08-04

IWF ISHARES TR1.3K shares0.00%2026-06-302026-08-04

MOG.A MOOG INC1.8K shares0.00%2026-06-302026-08-04

DIS DISNEY WALT CO5.3K shares0.00%2026-06-302026-08-04

MGC VANGUARD WORLD FD2.2K shares0.00%2026-06-302026-08-04

VYM VANGUARD WHITEHALL FDS3.4K shares0.00%2026-06-302026-08-04

CARR CARRIER GLOBAL CORPORATION8.5K shares0.00%2026-06-302026-08-04

Sponsored

TM TOYOTA MOTOR CORP2.3K shares0.00%2026-06-302026-08-04

MS MORGAN STANLEY2.8K shares0.00%2026-06-302026-08-04

PPL CORP PPL CORP12.2K shares0.00%2026-06-302026-08-04

ROM PROSHARES TR5.9K shares0.00%2026-06-302026-08-04

VO VANGUARD INDEX FDS1.6K shares0.00%2026-06-302026-08-04

FITB FIFTH THIRD BANCORP9.7K shares0.00%2026-06-302026-08-04

MTB M & T BK CORP2.1K shares0.00%2026-06-302026-08-04

KMB KIMBERLY-CLARK CORP4.4K shares0.00%2026-06-302026-08-04

Sponsored

MPC MARATHON PETE CORP1.7K shares0.00%2026-06-302026-08-04

SDY SPDR SERIES TRUST2.9K shares0.00%2026-06-302026-08-04

UNP UNION PAC CORP1.7K shares0.00%2026-06-302026-08-04

VHT VANGUARD WORLD FD1.4K shares0.00%2026-06-302026-08-04

TFC TRUIST FINL CORP8.1K shares0.00%2026-06-302026-08-04

SCHW SCHWAB CHARLES CORP3.9K shares0.00%2026-06-302026-08-04

VGT VANGUARD WORLD FD519 shares0.00%2026-06-302026-08-04

LMT LOCKHEED MARTIN CORP598 shares0.00%2026-06-302026-08-04

Sponsored

MCD MCDONALDS CORP1.1K shares0.00%2026-06-302026-08-04

BMY BRISTOL-MYERS SQUIBB CO5.8K shares0.00%2026-06-302026-08-04

MAS MASCO CORP5.6K shares0.00%2026-06-302026-08-04

DFAC DIMENSIONAL ETF TRUST8.6K shares0.00%2026-06-302026-08-04

XLF SELECT SECTOR SPDR TR6.6K shares0.00%2026-06-302026-08-04

DGX QUEST DIAGNOSTICS INC1.6K shares0.00%2026-06-302026-08-04

CMI CUMMINS INC585 shares0.00%2026-06-302026-08-04

SCHD SCHWAB STRATEGIC TR10.0K shares0.00%2026-06-302026-08-04

Sponsored

XLY SELECT SECTOR SPDR TR2.8K shares0.00%2026-06-302026-08-04

FNCL FIDELITY COVINGTON TRUST4.3K shares0.00%2026-06-302026-08-04

PPG PPG INDS INC2.8K shares0.00%2026-06-302026-08-04

TXN TEXAS INSTRS INC1.5K shares0.00%2026-06-302026-08-04

TROW PRICE T ROWE GROUP INC3.1K shares0.00%2026-06-302026-08-04

IWS ISHARES TR1.9K shares0.00%2026-06-302026-08-04

MO ALTRIA GROUP INC4.0K shares0.00%2026-06-302026-08-04

LHX L3HARRIS TECHNOLOGIES INC770 shares0.00%2026-06-302026-08-04

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC974 shares0.00%2026-06-302026-08-04

ONEQ FIDELITY COMWLTH TR3.0K shares0.00%2026-06-302026-08-04

FHLC FIDELITY COVINGTON TRUST3.6K shares0.00%2026-06-302026-08-04

VZ VERIZON COMMUNICATIONS INC5.0K shares0.00%2026-06-302026-08-04

NUE NUCOR CORP1.5K shares0.00%2026-06-302026-08-04

PAYX PAYCHEX INC2.7K shares0.00%2026-06-302026-08-04

SCHG SCHWAB STRATEGIC TR8.4K shares0.00%2026-06-302026-08-04

AVY AVERY DENNISON CORP1.4K shares0.00%2026-06-302026-08-04

Sponsored

TQQQ PROSHARES TR5.7K shares0.00%2026-06-302026-08-04

AON AON PLC701 shares0.00%2026-06-302026-08-04

IAU ISHARES GOLD TR2.6K shares0.00%2026-06-302026-08-04

AMERIPRISE FINL INC AMERIPRISE FINL INC503 shares0.00%2026-06-302026-08-04

ISRG INTUITIVE SURGICAL INC479 shares0.00%2026-06-302026-08-04

IYW ISHARES TR1.2K shares0.00%2026-06-302026-08-04

EMR EMERSON ELEC CO1.6K shares0.00%2026-06-302026-08-04

VOX VANGUARD WORLD FD1.1K shares0.00%2026-06-302026-08-04

Sponsored

CHRW C H ROBINSON WORLDWIDE IN1.2K shares0.00%2026-06-302026-08-04

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC1.4K shares0.00%2026-06-302026-08-04

ETR ENTERGY CORP NEW1.8K shares0.00%2026-06-302026-08-04

AME AMETEK INC937 shares0.00%2026-06-302026-08-04

JPC NUVEEN PFD & INCOME OPPORTUN14.7K shares0.00%2026-06-302026-08-04

AAPL

APPLE INC

0.00%

Shares184.5K

Event2026-06-30

Filed2026-08-04

IWR

ISHARES TR

0.00%

Shares450.2K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

0.00%

Shares217.8K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

0.00%

Shares84.3K

Event2026-06-30

Filed2026-08-04

ISHARES TR

0.00%

Shares47.4K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

0.00%

Shares101.9K

Event2026-06-30

Filed2026-08-04

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares327.8K

Event2026-06-30

Filed2026-08-04

SMLF

ISHARES TR

0.00%

Shares318.0K

Event2026-06-30

Filed2026-08-04

XSMO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares314.2K

Event2026-06-30

Filed2026-08-04

CWB

SPDR SERIES TRUST

0.00%

Shares237.1K

Event2026-06-30

Filed2026-08-04

IWM

ISHARES TR

0.00%

Shares83.0K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

0.00%

Shares69.1K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

0.00%

Shares88.0K

Event2026-06-30

Filed2026-08-04

VISA INC

0.00%

Shares53.6K

Event2026-06-30

Filed2026-08-04

ACCENTURE PLC IRELAND

0.00%

Shares76.2K

Event2026-06-30

Filed2026-08-04

IEMG

ISHARES INC

0.00%

Shares209.2K

Event2026-06-30

Filed2026-08-04

TMUS

T-MOBILE US INC

0.00%

Shares68.2K

Event2026-06-30

Filed2026-08-04

COR

CENCORA INC

0.00%

Shares42.5K

Event2026-06-30

Filed2026-08-04

ETN

EATON CORP PLC

0.00%

Shares37.3K

Event2026-06-30

Filed2026-08-04

TJX

TJX COS INC NEW

0.00%

Shares83.0K

Event2026-06-30

Filed2026-08-04

BAC

BANK AMERICA CORP

0.00%

Shares263.9K

Event2026-06-30

Filed2026-08-04

CHUBB LTD SWITZ

0.00%

Shares37.8K

Event2026-06-30

Filed2026-08-04

MRK

MERCK & CO INC

0.00%

Shares93.1K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO

0.00%

Shares12.1K

Event2026-06-30

Filed2026-08-04

LRCX

LAM RESEARCH CORP

0.00%

Shares50.3K

Event2026-06-30

Filed2026-08-04

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

0.00%

Shares51.4K

Event2026-06-30

Filed2026-08-04

PEP

PEPSICO INC

0.00%

Shares60.9K

Event2026-06-30

Filed2026-08-04

SYK

STRYKER CORPORATION

0.00%

Shares27.3K

Event2026-06-30

Filed2026-08-04

BLK

BLACKROCK INC

0.00%

Shares8.8K

Event2026-06-30

Filed2026-08-04

WMT

WALMART INC

0.00%

Shares64.3K

Event2026-06-30

Filed2026-08-04

WASTE MGMT INC DEL

0.00%

Shares33.3K

Event2026-06-30

Filed2026-08-04

CMG

CHIPOTLE MEXICAN GRILL INC

0.00%

Shares237.0K

Event2026-06-30

Filed2026-08-04

DEERE & CO

0.00%

Shares12.6K

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-04

CAT

CATERPILLAR INC

0.00%

Shares9.5K

Event2026-06-30

Filed2026-08-04

SERVICENOW INC

0.00%

Shares61.8K

Event2026-06-30

Filed2026-08-04

CRM

SALESFORCE INC

0.00%

Shares32.8K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

0.00%

Shares21.3K

Event2026-06-30

Filed2026-08-04

CVX

CHEVRON CORPORATION

0.00%

Shares29.0K

Event2026-06-30

Filed2026-08-04

TRANE TECHNOLOGIES PLC

0.00%

Shares14.2K

Event2026-06-30

Filed2026-08-04

MASTERCARD INCORPORATED

0.00%

Shares10.8K

Event2026-06-30

Filed2026-08-04

EXXON MOBIL CORP

0.00%

Shares31.0K

Event2026-06-30

Filed2026-08-04

FREEPORT MCMORAN INC

0.00%

Shares88.8K

Event2026-06-30

Filed2026-08-04

SLQD

ISHARES TR

0.00%

Shares103.1K

Event2026-06-30

Filed2026-08-04

ORACLE CORP

0.00%

Shares34.6K

Event2026-06-30

Filed2026-08-04

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares17.9K

Event2026-06-30

Filed2026-08-04

CSL

CARLISLE COS INC

0.00%

Shares15.0K

Event2026-06-30

Filed2026-08-04

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares25.6K

Event2026-06-30

Filed2026-08-04

TRGP

TARGA RES CORP

0.00%

Shares19.4K

Event2026-06-30

Filed2026-08-04

AMGN

AMGEN INC

0.00%

Shares13.2K

Event2026-06-30

Filed2026-08-04

CCJ

CAMECO CORP

0.00%

Shares42.6K

Event2026-06-30

Filed2026-08-04

IJH

ISHARES TR

0.00%

Shares61.0K

Event2026-06-30

Filed2026-08-04

TTEK

TETRA TECH INC NEW

0.00%

Shares133.3K

Event2026-06-30

Filed2026-08-04

DLR

DIGITAL RLTY TR INC

0.00%

Shares21.9K

Event2026-06-30

Filed2026-08-04

RTX CORPORATION

0.00%

Shares20.2K

Event2026-06-30

Filed2026-08-04

IJJ

ISHARES TR

0.00%

Shares28.7K

Event2026-06-30

Filed2026-08-04

QQQ

INVESCO QQQ TR

0.00%

Shares6.4K

Event2026-06-30

Filed2026-08-04

TEL

TE CONNECTIVITY PLC

0.00%

Shares17.2K

Event2026-06-30

Filed2026-08-04

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares12.3K

Event2026-06-30

Filed2026-08-04

PARKER-HANNIFIN CORP

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

0.00%

Shares13.7K

Event2026-06-30

Filed2026-08-04

COF

CAPITAL ONE FINL CORP

0.00%

Shares17.6K

Event2026-06-30

Filed2026-08-04

PHM

PULTE GROUP INC

0.00%

Shares27.1K

Event2026-06-30

Filed2026-08-04

VXF

VANGUARD INDEX FDS

0.00%

Shares15.2K

Event2026-06-30

Filed2026-08-04

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares37.4K

Event2026-06-30

Filed2026-08-04

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares14.4K

Event2026-06-30

Filed2026-08-04

ABBVIE INC

0.00%

Shares13.7K

Event2026-06-30

Filed2026-08-04

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares90.5K

Event2026-06-30

Filed2026-08-04

LIN

LINDE PLC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-04

GOLDMAN SACHS GROUP INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-04

LOW

LOWES COS INC

0.00%

Shares11.2K

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC

0.00%

Shares7.2K

Event2026-06-30

Filed2026-08-04

VBK

VANGUARD INDEX FDS

0.00%

Shares7.7K

Event2026-06-30

Filed2026-08-04

IWB

ISHARES TR

0.00%

Shares6.4K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-04

PSX

PHILLIPS 66

0.00%

Shares11.9K

Event2026-06-30

Filed2026-08-04

BSCW

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares94.6K

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD INDEX FDS

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-04

EEM

ISHARES TR

0.00%

Shares31.9K

Event2026-06-30

Filed2026-08-04

BSCX

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares84.0K

Event2026-06-30

Filed2026-08-04

COP

CONOCOPHILLIPS

0.00%

Shares12.7K

Event2026-06-30

Filed2026-08-04

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-04

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares9.4K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-04

VUG

VANGUARD INDEX FDS

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-04

PROCTER & GAMBLE CO

0.00%

Shares10.8K

Event2026-06-30

Filed2026-08-04

BSCY

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares73.4K

Event2026-06-30

Filed2026-08-04

IJK

ISHARES TR

0.00%

Shares15.1K

Event2026-06-30

Filed2026-08-04

BSCT

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares79.1K

Event2026-06-30

Filed2026-08-04

BSCS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares71.4K

Event2026-06-30

Filed2026-08-04

DHR

DANAHER CORP DEL

0.00%

Shares7.5K

Event2026-06-30

Filed2026-08-04

BSCU

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares82.2K

Event2026-06-30

Filed2026-08-04

BSCV

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares82.9K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-04

XLE

SELECT SECTOR SPDR TR

0.00%

Shares21.8K

Event2026-06-30

Filed2026-08-04

BSCR

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares68.0K

Event2026-06-30

Filed2026-08-04

XLK

SELECT SECTOR SPDR TR

0.00%

Shares9.6K

Event2026-06-30

Filed2026-08-04

KRNY

KEARNY FINL CORP MD

0.00%

Shares166.9K

Event2026-06-30

Filed2026-08-04

HON

HONEYWELL INTL INC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-04

MCK

MCKESSON CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-04

EFA

ISHARES TR

0.00%

Shares12.4K

Event2026-06-30

Filed2026-08-04

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares60.6K

Event2026-06-30

Filed2026-08-04

S&P GLOBAL INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-04

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-04

DVY

ISHARES TR

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-04

ROYAL BK CDA

0.00%

Shares6.4K

Event2026-06-30

Filed2026-08-04

DHI

D R HORTON INC

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-04

ALLEGION PLC

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-04

NSC

NORFOLK SOUTHN CORP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-04

CISCO SYS INC

0.00%

Shares11.8K

Event2026-06-30

Filed2026-08-04

VTV

VANGUARD INDEX FDS

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-04

BSCZ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares41.9K

Event2026-06-30

Filed2026-08-04

DGRO

ISHARES TR

0.00%

Shares12.2K

Event2026-06-30

Filed2026-08-04

HSY

HERSHEY CO

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-04

QCOM

QUALCOMM INC

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-04

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares12.3K

Event2026-06-30

Filed2026-08-04

GENERAL DYNAMICS CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-04

INGERSOLL RAND INC

0.00%

Shares9.5K

Event2026-06-30

Filed2026-08-04

PLD

PROLOGIS INC.

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-04

WFC

WELLS FARGO & CO

0.00%

Shares9.5K

Event2026-06-30

Filed2026-08-04

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-04

BOEING CO

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-04

FDX

FEDEX CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-04

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-04

TOL

TOLL BROTHERS INC

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-04

COLGATE PALMOLIVE CO

0.00%

Shares8.5K

Event2026-06-30

Filed2026-08-04

EWJ

ISHARES INC

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-04

TRAVELERS COMPANIES INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-04

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares13.0K

Event2026-06-30

Filed2026-08-04

NEXTERA ENERGY INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-04

UNILEVER PLC

0.00%

Shares11.4K

Event2026-06-30

Filed2026-08-04

APPLIED MATLS INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-04

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-04

NETFLIX INC.

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-04

ARW

ARROW ELECTRS INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-04

SOUTHERN CO

0.00%

Shares6.4K

Event2026-06-30

Filed2026-08-04

THE CIGNA GROUP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-04

COCA COLA CO

0.00%

Shares7.9K

Event2026-06-30

Filed2026-08-04

IJR

ISHARES TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-04

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-04

ISHARES TR

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-04

ABT

ABBOTT LABORATORIES

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-04

IWF

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-04

MOG.A

MOOG INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-04

DIS

DISNEY WALT CO

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-04

MGC

VANGUARD WORLD FD

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-04

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-04

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares8.5K

Event2026-06-30

Filed2026-08-04

TOYOTA MOTOR CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-04

MORGAN STANLEY

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-04

PPL CORP

0.00%

Shares12.2K

Event2026-06-30

Filed2026-08-04

ROM

PROSHARES TR

0.00%

Shares5.9K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-04

FITB

FIFTH THIRD BANCORP

0.00%

Shares9.7K

Event2026-06-30

Filed2026-08-04

MTB

M & T BK CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-04

KMB

KIMBERLY-CLARK CORP

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-04

MPC

MARATHON PETE CORP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-04

SDY

SPDR SERIES TRUST

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-04

UNP

UNION PAC CORP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-04

VHT

VANGUARD WORLD FD

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-04

TFC

TRUIST FINL CORP

0.00%

Shares8.1K

Event2026-06-30

Filed2026-08-04

SCHW

SCHWAB CHARLES CORP

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-04

VGT

VANGUARD WORLD FD

0.00%

Shares519

Event2026-06-30

Filed2026-08-04

LMT

LOCKHEED MARTIN CORP

0.00%

Shares598

Event2026-06-30

Filed2026-08-04

MCD

MCDONALDS CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-04

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-04

MAS

MASCO CORP

0.00%

Shares5.6K

Event2026-06-30

Filed2026-08-04

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-04

XLF

SELECT SECTOR SPDR TR

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-04

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-04

CMI

CUMMINS INC

0.00%

Shares585

Event2026-06-30

Filed2026-08-04

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-04

XLY

SELECT SECTOR SPDR TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-04

FNCL

FIDELITY COVINGTON TRUST

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-04

PPG

PPG INDS INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-04

TXN

TEXAS INSTRS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-04

TROW

PRICE T ROWE GROUP INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-04

IWS

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-04

ALTRIA GROUP INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-04

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares770

Event2026-06-30

Filed2026-08-04

UNITEDHEALTH GROUP INC

0.00%

Shares974

Event2026-06-30

Filed2026-08-04

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-04

FHLC

FIDELITY COVINGTON TRUST

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-04

VERIZON COMMUNICATIONS INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-04

NUE

NUCOR CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-04

PAYX

PAYCHEX INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-04

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares8.4K

Event2026-06-30

Filed2026-08-04

AVY

AVERY DENNISON CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-04

TQQQ

PROSHARES TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-04

AON

AON PLC

0.00%

Shares701

Event2026-06-30

Filed2026-08-04

IAU

ISHARES GOLD TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-04

AMERIPRISE FINL INC

0.00%

Shares503

Event2026-06-30

Filed2026-08-04

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares479

Event2026-06-30

Filed2026-08-04

IYW

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-04

EMR

EMERSON ELEC CO

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-04

VOX

VANGUARD WORLD FD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-04

CHRW

C H ROBINSON WORLDWIDE IN

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-04

PALANTIR TECHNOLOGIES INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-04

ETR

ENTERGY CORP NEW

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-04

AME

AMETEK INC

0.00%

Shares937

Event2026-06-30

Filed2026-08-04

JPC

NUVEEN PFD & INCOME OPPORTUN

0.00%

Shares14.7K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available