Sponsored

The Analysis of SEAMOUNT FINANCIAL GROUP INC's Holdings & P&L

Currently, SEAMOUNT FINANCIAL GROUP INC holds 141 types of securities in its portfolio with a total value $248.0M. In the most recent quarter, they have increased their positions in VO (+41.5K shares, valued at $3.3M), QQQ (+1.9K shares, valued at $1.4M), VOOG (+15.5K shares, valued at $1.3M); decreased their positions in BRK.B (-1.2K shares, valued at $583.0K), AMD (-598 shares, valued at $347.4K), C (-1.7K shares, valued at $237.9K); initiated new positions in LRCX (+768 shares, valued at $332.8K), N/A (+1.3K shares, valued at $300.9K), N/A (+1.3K shares, valued at $296.9K).

1M P&L

+249.9K+0.11%

3M P&L

+9.6M+4.50%

HY P&L

+2.7M+1.24%

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/A144.8M

64.9%

2Consumer Electronics16.0M

7.2%

3Internet Retail10.7M

4.8%

Top Industries by Stock Count

1N/A63 stocks

51.2%

2Semiconductors4 stocks

3.3%

3Drug Manufacturers - General4 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC55.2K shares-1.06%2026-06-302026-07-24

CGDV CAPITAL GROUP DIVIDEND VALUE249.3K shares4.17%2026-06-302026-07-24

JQUA J P MORGAN EXCHANGE TRADED F155.2K shares0.14%2026-06-302026-07-24

AMZN AMAZON COM INC44.9K shares-1.98%2026-06-302026-07-24

CGBL CAPITAL GROUP CORE BALANCED258.1K shares6.96%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS24.6K shares1.10%2026-06-302026-07-24

VOO VANGUARD INDEX FDS10.7K shares2.90%2026-06-302026-07-24

QQQ INVESCO QQQ TR9.8K shares24.92%2026-06-302026-07-24

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL14.1K shares-7.64%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS26.3K shares0.08%2026-06-302026-07-24

CGUS CAPITAL GROUP CORE EQUITY ET117.1K shares9.10%2026-06-302026-07-24

HYS PIMCO ETF TR48.6K shares3.36%2026-06-302026-07-24

DFAU DIMENSIONAL ETF TRUST86.8K shares1.14%2026-06-302026-07-24

VO VANGUARD INDEX FDS54.6K shares318.14%2026-06-302026-07-24

VT VANGUARD INTL EQUITY INDEX F26.4K shares0.62%2026-06-302026-07-24

VDE VANGUARD WORLD FD26.5K shares0.21%2026-06-302026-07-24

Sponsored

IWM ISHARES TR13.2K shares-0.82%2026-06-302026-07-24

CGGR CAPITAL GROUP GROWTH ETF82.3K shares5.14%2026-06-302026-07-24

NVDA NVIDIA CORPORATION19.2K shares-3.82%2026-06-302026-07-24

MSFT MICROSOFT CORP10.2K shares-0.78%2026-06-302026-07-24

VNQ VANGUARD INDEX FDS34.7K shares2.04%2026-06-302026-07-24

LQD ISHARES TR29.5K shares2.73%2026-06-302026-07-24

CGDG CAPITAL GROUP DIVIDEND GROWE77.3K shares3.06%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP20.6K shares-1.34%2026-06-302026-07-24

Sponsored

BROADCOM INC BROADCOM INC7.4K shares-1.04%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS9.9K shares0.34%2026-06-302026-07-24

TCAF T ROWE PRICE EXCHANGE-TRADED66.7K shares3.10%2026-06-302026-07-24

VCIT VANGUARD SCOTTSDALE FDS33.2K shares-1.04%2026-06-302026-07-24

CGMS CAPITAL GRP FIXED INCM ETF T97.5K shares-6.76%2026-06-302026-07-24

DIA STATE STR SPDR DOW JONES IND5.1K shares1.22%2026-06-302026-07-24

GLD SPDR GOLD TR6.7K shares-3.64%2026-06-302026-07-24

CVX CHEVRON CORPORATION14.2K shares1.75%2026-06-302026-07-24

Sponsored

VV VANGUARD INDEX FDS6.8K shares-0.75%2026-06-302026-07-24

CGGO CAPITAL GROUP GBL GROWTH EQT54.3K shares4.19%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO5.9K shares-0.79%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.4K shares6.26%2026-06-302026-07-24

GOOGL ALPHABET INC4.9K shares1.35%2026-06-302026-07-24

VOOG VANGUARD ADMIRAL FDS INC18.6K shares500.00%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.6K shares-13.88%2026-06-302026-07-24

HYDB ISHARES TR31.3K shares9.30%2026-06-302026-07-24

Sponsored

SPLV INVESCO EXCH TRADED FD TR II18.8K shares-6.02%2026-06-302026-07-24

WMT WALMART INC11.6K shares-2.63%2026-06-302026-07-24

SPHQ INVESCO EXCHANGE TRADED FD T14.4K shares-2.28%2026-06-302026-07-24

KO COCA COLA CO15.8K shares0.00%2026-06-302026-07-24

MATX MATSON INC6.6K shares-0.82%2026-06-302026-07-24

VXUS VANGUARD STAR FDS14.9K shares7.22%2026-06-302026-07-24

SDY SPDR SERIES TRUST7.8K shares0.58%2026-06-302026-07-24

COP CONOCOPHILLIPS11.5K shares-0.03%2026-06-302026-07-24

Sponsored

JNJ JOHNSON & JOHNSON4.7K shares-0.89%2026-06-302026-07-24

PFF ISHARES TR38.6K shares6.44%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC987 shares-13.72%2026-06-302026-07-24

UNP UNION PAC CORP4.1K shares1.51%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC1.9K shares-23.87%2026-06-302026-07-24

VYMI VANGUARD WHITEHALL FDS11.2K shares1.17%2026-06-302026-07-24

UAL UNITED AIRLS HLDGS INC7.9K shares-0.62%2026-06-302026-07-24

CGIE CAPITAL GROUP INTERNATIONAL28.7K shares16.12%2026-06-302026-07-24

Sponsored

XHB SPDR SERIES TRUST9.0K shares1.83%2026-06-302026-07-24

PG PROCTER & GAMBLE CO6.9K shares2.18%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T4.6K shares5.17%2026-06-302026-07-24

SNA SNAP ON INC2.4K shares-11.03%2026-06-302026-07-24

SMH VANECK ETF TRUST1.4K shares-2.93%2026-06-302026-07-24

JPST J P MORGAN EXCHANGE TRADED F18.2K shares-3.75%2026-06-302026-07-24

DFP FLAHERTY & CRUMRINE DYNAMIC43.9K shares-2.42%2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL4.0K shares0.87%2026-06-302026-07-24

Sponsored

ITW ILLINOIS TOOL WKS INC3.2K shares-2.89%2026-06-302026-07-24

FMHI FIRST TR EXCH TRADED FD III17.4K shares-7.86%2026-06-302026-07-24

DFAS DIMENSIONAL ETF TRUST10.0K shares3.45%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS5.0K shares-3.01%2026-06-302026-07-24

VGK VANGUARD INTL EQUITY INDEX F8.6K shares0.40%2026-06-302026-07-24

CMI CUMMINS INC1.1K shares-8.62%2026-06-302026-07-24

HD HOME DEPOT INC2.1K shares2.95%2026-06-302026-07-24

CAT CATERPILLAR INC703 shares0.00%2026-06-302026-07-24

Sponsored

VKQ INVESCO MUNICIPAL TRUST73.7K shares0.00%2026-06-302026-07-24

VDC VANGUARD WORLD FD3.2K shares-0.62%2026-06-302026-07-24

NUV NUVEEN MUN VALUE FD INC78.3K shares10.61%2026-06-302026-07-24

DE DEERE & CO1.1K shares0.00%2026-06-302026-07-24

CGXU CAPITAL GROUP INTL FOCUS EQT20.2K shares63.68%2026-06-302026-07-24

NUE NUCOR CORP3.1K shares0.00%2026-06-302026-07-24

LLY ELI LILLY & CO579 shares0.00%2026-06-302026-07-24

VPU VANGUARD WORLD FD3.5K shares-8.10%2026-06-302026-07-24

Sponsored

BX BLACKSTONE INC5.8K shares0.03%2026-06-302026-07-24

TMSL T ROWE PRICE EXCHANGE-TRADED15.1K shares0.00%2026-06-302026-07-24

CGMU CAPITAL GRP FIXED INCM ETF T23.3K shares19.73%2026-06-302026-07-24

MRK MERCK & CO INC4.8K shares0.00%2026-06-302026-07-24

VISA INC VISA INC1.8K shares4.45%2026-06-302026-07-24

MCD MCDONALDS CORP2.2K shares-4.33%2026-06-302026-07-24

ANET ARISTA NETWORKS INC3.4K shares-5.49%2026-06-302026-07-24

SHEL SHELL PLC7.4K shares-11.11%2026-06-302026-07-24

Sponsored

HYD VANECK ETF TRUST10.8K shares11.71%2026-06-302026-07-24

GOOG ALPHABET INC1.5K shares3.23%2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.3K shares0.00%2026-06-302026-07-24

WFC WELLS FARGO & CO6.2K shares4.20%2026-06-302026-07-24

ABBVIE INC ABBVIE INC2.0K shares-0.50%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION2.6K shares-12.87%2026-06-302026-07-24

O REALTY INCOME CORP7.8K shares2.62%2026-06-302026-07-24

FFC FLAHERTY & CRUMRIN PFD & INM29.1K shares-1.05%2026-06-302026-07-24

Sponsored

ONEQ FIDELITY COMWLTH TR4.3K shares0.14%2026-06-302026-07-24

PSX PHILLIPS 662.6K shares0.00%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC9.5K shares-9.26%2026-06-302026-07-24

C CITIGROUP INC2.8K shares-37.92%2026-06-302026-07-24

IGSB ISHARES TR6.9K shares8.37%2026-06-302026-07-24

MEDTRONIC PLC MEDTRONIC PLC4.6K shares-0.32%2026-06-302026-07-24

FLC FLAHERTY & CRUMRINE TOTAL RE20.8K shares0.00%2026-06-302026-07-24

FAST FASTENAL CO7.2K shares3.05%2026-06-302026-07-24

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC10.0K shares6.43%2026-06-302026-07-24

DLR DIGITAL RLTY TR INC1.9K shares-4.30%2026-06-302026-07-24

LRCX LAM RESEARCH CORP768 sharesnew addition2026-06-302026-07-24

UPS UNITED PARCEL SVCS INC2.9K shares-6.40%2026-06-302026-07-24

IWF ISHARES TR2.4K shares300.00%2026-06-302026-07-24

TSLA TESLA INC719 shares11.47%2026-06-302026-07-24

HONEYWELL INTL INC HONEYWELL INTL INC1.3K sharesnew addition2026-06-302026-07-24

GE GE AEROSPACE802 shares0.00%2026-06-302026-07-24

Sponsored

EW EDWARDS LIFESCIENCES CORP3.3K shares0.00%2026-06-302026-07-24

GD GENERAL DYNAMICS CORP845 shares-0.35%2026-06-302026-07-24

VTC VANGUARD SCOTTSDALE FDS3.9K shares1.07%2026-06-302026-07-24

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.3K sharesnew addition2026-06-302026-07-24

ISHARES TR ISHARES TR396 shares0.25%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC392 sharesnew addition2026-06-302026-07-24

ALL ALLSTATE CORP1.2K shares0.00%2026-06-302026-07-24

TOST TOAST INC9.9K shares0.00%2026-06-302026-07-24

Sponsored

MET METLIFE INC3.2K shares-8.50%2026-06-302026-07-24

ROK ROCKWELL AUTOMATION INC550 sharesnew addition2026-06-302026-07-24

AEP AMERICAN ELEC PWR CO INC2.0K shares0.51%2026-06-302026-07-24

VHT VANGUARD WORLD FD906 shares0.33%2026-06-302026-07-24

DIS DISNEY WALT CO2.8K shares0.00%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC2.2K shares-18.27%2026-06-302026-07-24

VXF VANGUARD INDEX FDS1.0K shares0.19%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC444 shares-31.06%2026-06-302026-07-24

Sponsored

XLP SELECT SECTOR SPDR TR3.0K shares-7.71%2026-06-302026-07-24

GM GENERAL MTRS CO3.1K shares-8.74%2026-06-302026-07-24

GIS GENERAL MILLS INC6.9K shares-2.60%2026-06-302026-07-24

ED CONSOLIDATED EDISON INC2.1K shares0.00%2026-06-302026-07-24

INTC INTEL CORP1.6K sharesnew addition2026-06-302026-07-24

CGCP CAPITAL GRP FIXED INCM ETF T10.0K sharesnew addition2026-06-302026-07-24

T AT&T INC10.5K shares-1.06%2026-06-302026-07-24

BA BOEING CO980 sharesnew addition2026-06-302026-07-24

Sponsored

PM PHILIP MORRIS INTL INC1.2K sharesnew addition2026-06-302026-07-24

VUG VANGUARD INDEX FDS2.4K sharesnew addition2026-06-302026-07-24

SGOV ISHARES TR2.1K sharesnew addition2026-06-302026-07-24

AMGN AMGEN INC555 sharesnew addition2026-06-302026-07-24

PCQ PIMCO CALIF MUN INCOME FD14.4K shares0.00%2026-06-302026-07-24

AAPL

APPLE INC

-1.06%

Shares55.2K

Event2026-06-30

Filed2026-07-24

CGDV

CAPITAL GROUP DIVIDEND VALUE

4.17%

Shares249.3K

Event2026-06-30

Filed2026-07-24

JQUA

J P MORGAN EXCHANGE TRADED F

0.14%

Shares155.2K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-1.98%

Shares44.9K

Event2026-06-30

Filed2026-07-24

CGBL

CAPITAL GROUP CORE BALANCED

6.96%

Shares258.1K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

1.10%

Shares24.6K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

2.90%

Shares10.7K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

24.92%

Shares9.8K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-7.64%

Shares14.1K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

0.08%

Shares26.3K

Event2026-06-30

Filed2026-07-24

CGUS

CAPITAL GROUP CORE EQUITY ET

9.10%

Shares117.1K

Event2026-06-30

Filed2026-07-24

HYS

PIMCO ETF TR

3.36%

Shares48.6K

Event2026-06-30

Filed2026-07-24

DFAU

DIMENSIONAL ETF TRUST

1.14%

Shares86.8K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

318.14%

Shares54.6K

Event2026-06-30

Filed2026-07-24

VANGUARD INTL EQUITY INDEX F

0.62%

Shares26.4K

Event2026-06-30

Filed2026-07-24

VDE

VANGUARD WORLD FD

0.21%

Shares26.5K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

-0.82%

Shares13.2K

Event2026-06-30

Filed2026-07-24

CGGR

CAPITAL GROUP GROWTH ETF

5.14%

Shares82.3K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

-3.82%

Shares19.2K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-0.78%

Shares10.2K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

2.04%

Shares34.7K

Event2026-06-30

Filed2026-07-24

LQD

ISHARES TR

2.73%

Shares29.5K

Event2026-06-30

Filed2026-07-24

CGDG

CAPITAL GROUP DIVIDEND GROWE

3.06%

Shares77.3K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

-1.34%

Shares20.6K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

-1.04%

Shares7.4K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

0.34%

Shares9.9K

Event2026-06-30

Filed2026-07-24

TCAF

T ROWE PRICE EXCHANGE-TRADED

3.10%

Shares66.7K

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD SCOTTSDALE FDS

-1.04%

Shares33.2K

Event2026-06-30

Filed2026-07-24

CGMS

CAPITAL GRP FIXED INCM ETF T

-6.76%

Shares97.5K

Event2026-06-30

Filed2026-07-24

DIA

STATE STR SPDR DOW JONES IND

1.22%

Shares5.1K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

-3.64%

Shares6.7K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

1.75%

Shares14.2K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-0.75%

Shares6.8K

Event2026-06-30

Filed2026-07-24

CGGO

CAPITAL GROUP GBL GROWTH EQT

4.19%

Shares54.3K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-0.79%

Shares5.9K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

6.26%

Shares2.4K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

1.35%

Shares4.9K

Event2026-06-30

Filed2026-07-24

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares18.6K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

-13.88%

Shares1.6K

Event2026-06-30

Filed2026-07-24

HYDB

ISHARES TR

9.30%

Shares31.3K

Event2026-06-30

Filed2026-07-24

SPLV

INVESCO EXCH TRADED FD TR II

-6.02%

Shares18.8K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-2.63%

Shares11.6K

Event2026-06-30

Filed2026-07-24

SPHQ

INVESCO EXCHANGE TRADED FD T

-2.28%

Shares14.4K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

0.00%

Shares15.8K

Event2026-06-30

Filed2026-07-24

MATX

MATSON INC

-0.82%

Shares6.6K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

7.22%

Shares14.9K

Event2026-06-30

Filed2026-07-24

SDY

SPDR SERIES TRUST

0.58%

Shares7.8K

Event2026-06-30

Filed2026-07-24

COP

CONOCOPHILLIPS

-0.03%

Shares11.5K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-0.89%

Shares4.7K

Event2026-06-30

Filed2026-07-24

PFF

ISHARES TR

6.44%

Shares38.6K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

-13.72%

Shares987

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

1.51%

Shares4.1K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

-23.87%

Shares1.9K

Event2026-06-30

Filed2026-07-24

VYMI

VANGUARD WHITEHALL FDS

1.17%

Shares11.2K

Event2026-06-30

Filed2026-07-24

UAL

UNITED AIRLS HLDGS INC

-0.62%

Shares7.9K

Event2026-06-30

Filed2026-07-24

CGIE

CAPITAL GROUP INTERNATIONAL

16.12%

Shares28.7K

Event2026-06-30

Filed2026-07-24

XHB

SPDR SERIES TRUST

1.83%

Shares9.0K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

2.18%

Shares6.9K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

5.17%

Shares4.6K

Event2026-06-30

Filed2026-07-24

SNA

SNAP ON INC

-11.03%

Shares2.4K

Event2026-06-30

Filed2026-07-24

SMH

VANECK ETF TRUST

-2.93%

Shares1.4K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

-3.75%

Shares18.2K

Event2026-06-30

Filed2026-07-24

DFP

FLAHERTY & CRUMRINE DYNAMIC

-2.42%

Shares43.9K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

0.87%

Shares4.0K

Event2026-06-30

Filed2026-07-24

ITW

ILLINOIS TOOL WKS INC

-2.89%

Shares3.2K

Event2026-06-30

Filed2026-07-24

FMHI

FIRST TR EXCH TRADED FD III

-7.86%

Shares17.4K

Event2026-06-30

Filed2026-07-24

DFAS

DIMENSIONAL ETF TRUST

3.45%

Shares10.0K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

-3.01%

Shares5.0K

Event2026-06-30

Filed2026-07-24

VGK

VANGUARD INTL EQUITY INDEX F

0.40%

Shares8.6K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC

-8.62%

Shares1.1K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

2.95%

Shares2.1K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

0.00%

Shares703

Event2026-06-30

Filed2026-07-24

VKQ

INVESCO MUNICIPAL TRUST

0.00%

Shares73.7K

Event2026-06-30

Filed2026-07-24

VDC

VANGUARD WORLD FD

-0.62%

Shares3.2K

Event2026-06-30

Filed2026-07-24

NUV

NUVEEN MUN VALUE FD INC

10.61%

Shares78.3K

Event2026-06-30

Filed2026-07-24

DEERE & CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

CGXU

CAPITAL GROUP INTL FOCUS EQT

63.68%

Shares20.2K

Event2026-06-30

Filed2026-07-24

NUE

NUCOR CORP

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

0.00%

Shares579

Event2026-06-30

Filed2026-07-24

VPU

VANGUARD WORLD FD

-8.10%

Shares3.5K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

0.03%

Shares5.8K

Event2026-06-30

Filed2026-07-24

TMSL

T ROWE PRICE EXCHANGE-TRADED

0.00%

Shares15.1K

Event2026-06-30

Filed2026-07-24

CGMU

CAPITAL GRP FIXED INCM ETF T

19.73%

Shares23.3K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

VISA INC

4.45%

Shares1.8K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

-4.33%

Shares2.2K

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC

-5.49%

Shares3.4K

Event2026-06-30

Filed2026-07-24

SHEL

SHELL PLC

-11.11%

Shares7.4K

Event2026-06-30

Filed2026-07-24

HYD

VANECK ETF TRUST

11.71%

Shares10.8K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

3.23%

Shares1.5K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO

4.20%

Shares6.2K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

-0.50%

Shares2.0K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

-12.87%

Shares2.6K

Event2026-06-30

Filed2026-07-24

REALTY INCOME CORP

2.62%

Shares7.8K

Event2026-06-30

Filed2026-07-24

FFC

FLAHERTY & CRUMRIN PFD & INM

-1.05%

Shares29.1K

Event2026-06-30

Filed2026-07-24

ONEQ

FIDELITY COMWLTH TR

0.14%

Shares4.3K

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

-9.26%

Shares9.5K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

-37.92%

Shares2.8K

Event2026-06-30

Filed2026-07-24

IGSB

ISHARES TR

8.37%

Shares6.9K

Event2026-06-30

Filed2026-07-24

MEDTRONIC PLC

-0.32%

Shares4.6K

Event2026-06-30

Filed2026-07-24

FLC

FLAHERTY & CRUMRINE TOTAL RE

0.00%

Shares20.8K

Event2026-06-30

Filed2026-07-24

FAST

FASTENAL CO

3.05%

Shares7.2K

Event2026-06-30

Filed2026-07-24

CMG

CHIPOTLE MEXICAN GRILL INC

6.43%

Shares10.0K

Event2026-06-30

Filed2026-07-24

DLR

DIGITAL RLTY TR INC

-4.30%

Shares1.9K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

New

Shares768

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

-6.40%

Shares2.9K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

300.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

11.47%

Shares719

Event2026-06-30

Filed2026-07-24

HONEYWELL INTL INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

0.00%

Shares802

Event2026-06-30

Filed2026-07-24

EDWARDS LIFESCIENCES CORP

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP

-0.35%

Shares845

Event2026-06-30

Filed2026-07-24

VTC

VANGUARD SCOTTSDALE FDS

1.07%

Shares3.9K

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.25%

Shares396

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

New

Shares392

Event2026-06-30

Filed2026-07-24

ALL

ALLSTATE CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

TOST

TOAST INC

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-24

MET

METLIFE INC

-8.50%

Shares3.2K

Event2026-06-30

Filed2026-07-24

ROK

ROCKWELL AUTOMATION INC

New

Shares550

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

0.51%

Shares2.0K

Event2026-06-30

Filed2026-07-24

VHT

VANGUARD WORLD FD

0.33%

Shares906

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

-18.27%

Shares2.2K

Event2026-06-30

Filed2026-07-24

VXF

VANGUARD INDEX FDS

0.19%

Shares1.0K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

-31.06%

Shares444

Event2026-06-30

Filed2026-07-24

XLP

SELECT SECTOR SPDR TR

-7.71%

Shares3.0K

Event2026-06-30

Filed2026-07-24

GENERAL MTRS CO

-8.74%

Shares3.1K

Event2026-06-30

Filed2026-07-24

GIS

GENERAL MILLS INC

-2.60%

Shares6.9K

Event2026-06-30

Filed2026-07-24

CONSOLIDATED EDISON INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-24

CGCP

CAPITAL GRP FIXED INCM ETF T

New

Shares10.0K

Event2026-06-30

Filed2026-07-24

AT&T INC

-1.06%

Shares10.5K

Event2026-06-30

Filed2026-07-24

BOEING CO

New

Shares980

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

New

Shares2.4K

Event2026-06-30

Filed2026-07-24

SGOV

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

New

Shares555

Event2026-06-30

Filed2026-07-24

PCQ

PIMCO CALIF MUN INCOME FD

0.00%

Shares14.4K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available