Sponsored

The Analysis of GS Investments, Inc.'s Holdings & P&L

Currently, GS Investments, Inc. holds 133 types of securities in its portfolio with a total value $138.4M. In the most recent quarter, they have increased their positions in CAT (+1.4K shares, valued at $1.5M), N/A (+4.9K shares, valued at $1.1M), N/A (+4.9K shares, valued at $1.1M); decreased their positions in GOOGL (-10.3K shares, valued at $3.7M), AMZN (-15.1K shares, valued at $3.6M), N/A (-6.1K shares, valued at $2.5M); initiated new positions in CAT (+1.4K shares, valued at $1.5M), N/A (+4.9K shares, valued at $1.1M), N/A (+4.9K shares, valued at $1.1M).

1M P&L

-2.0M-1.89%

3M P&L

-6.9M-6.23%

HY P&L

+6.5M+6.71%

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/A15.3M

14.5%

2Semiconductors11.5M

10.8%

3Software - Infrastructure7.8M

7.4%

Top Industries by Stock Count

1N/A32 stocks

31.4%

2Software - Infrastructure4 stocks

3.9%

3Specialty Chemicals3 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION25.6K shares-28.52%2026-06-302026-08-06

GOOGL ALPHABET INC14.3K shares-41.78%2026-06-302026-08-06

VISA INC VISA INC13.8K shares-22.44%2026-06-302026-08-06

AAPL APPLE INC16.2K shares-33.06%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC3.8K shares23.38%2026-06-302026-08-06

MSFT MICROSOFT CORP11.3K shares-25.73%2026-06-302026-08-06

AMZN AMAZON COM INC15.9K shares-48.83%2026-06-302026-08-06

VEA VANGUARD TAX-MANAGED FDS51.1K shares19.03%2026-06-302026-08-06

Sponsored

BROADCOM INC BROADCOM INC9.6K shares-0.85%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC6.3K shares-32.20%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO10.7K shares-31.91%2026-06-302026-08-06

PANW PALO ALTO NETWORKS INC9.6K shares-29.26%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL6.4K shares-23.80%2026-06-302026-08-06

APD AIR PRODUCTS AND CHEMICALS I10.8K shares-31.54%2026-06-302026-08-06

HD HOME DEPOT INC8.6K shares-22.44%2026-06-302026-08-06

AMERIPRISE FINL INC AMERIPRISE FINL INC6.6K shares-37.70%2026-06-302026-08-06

Sponsored

EFA ISHARES TR28.1K shares0.24%2026-06-302026-08-06

ROST ROSS STORES INC13.0K shares-38.19%2026-06-302026-08-06

MTZ MASTEC INC6.5K shares-12.44%2026-06-302026-08-06

WMB WILLIAMS COS INC35.7K shares-40.68%2026-06-302026-08-06

TMO THERMO FISHER SCIENTIFIC INC5.1K shares-46.71%2026-06-302026-08-06

SCHW SCHWAB CHARLES CORP27.7K shares-26.10%2026-06-302026-08-06

SYK STRYKER CORPORATION7.7K shares-33.79%2026-06-302026-08-06

LLY ELI LILLY & CO2.0K shares-33.30%2026-06-302026-08-06

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.5K shares-44.87%2026-06-302026-08-06

USB US BANCORP35.9K shares-0.15%2026-06-302026-08-06

ECL ECOLAB INC7.7K shares-47.70%2026-06-302026-08-06

AMGN AMGEN INC5.8K shares-46.14%2026-06-302026-08-06

AEP AMERICAN ELEC PWR CO INC14.7K shares-21.20%2026-06-302026-08-06

PG PROCTER & GAMBLE CO13.3K shares-27.30%2026-06-302026-08-06

TXN TEXAS INSTRS INC6.5K shares0.00%2026-06-302026-08-06

UBER UBER TECHNOLOGIES INC25.1K shares0.02%2026-06-302026-08-06

Sponsored

PEP PEPSICO INC13.3K shares-27.28%2026-06-302026-08-06

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A3.8K shares13.61%2026-06-302026-08-06

IJH ISHARES TR22.1K shares0.12%2026-06-302026-08-06

KLAC KLA CORP5.5K shares93.65%2026-06-302026-08-06

CAT CATERPILLAR INC1.4K sharesnew addition2026-06-302026-08-06

GOOG ALPHABET INC4.1K shares-2.94%2026-06-302026-08-06

IJR ISHARES TR9.8K shares0.22%2026-06-302026-08-06

WSM WILLIAMS SONOMA INC5.9K shares0.00%2026-06-302026-08-06

Sponsored

VCTR VICTORY CAP HLDGS INC DEL15.6K shares0.00%2026-06-302026-08-06

NETFLIX INC. NETFLIX INC.18.0K shares-37.87%2026-06-302026-08-06

CRM SALESFORCE INC7.4K shares-36.86%2026-06-302026-08-06

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW21.4K shares0.00%2026-06-302026-08-06

HONEYWELL INTL INC HONEYWELL INTL INC4.9K sharesnew addition2026-06-302026-08-06

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC4.9K sharesnew addition2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC12.1K shares-45.32%2026-06-302026-08-06

LMT LOCKHEED MARTIN CORP2.1K shares0.05%2026-06-302026-08-06

Sponsored

MELI MERCADOLIBRE INC590 shares-45.62%2026-06-302026-08-06

COP CONOCOPHILLIPS9.4K shares-0.03%2026-06-302026-08-06

EQIX EQUINIX INC932 shares0.00%2026-06-302026-08-06

SCHG SCHWAB STRATEGIC TR28.7K shares0.88%2026-06-302026-08-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND7.4K shares-40.64%2026-06-302026-08-06

CEG CONSTELLATION ENERGY CORP3.6K shares0.81%2026-06-302026-08-06

SCHX SCHWAB STRATEGIC TR28.5K shares0.25%2026-06-302026-08-06

BSX BOSTON SCIENTIFIC CORP19.6K shares100.77%2026-06-302026-08-06

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP5.8K shares0.02%2026-06-302026-08-06

CHUBB LIMITED CHUBB LIMITED2.2K shares-57.53%2026-06-302026-08-06

ORACLE CORP ORACLE CORP4.6K shares0.20%2026-06-302026-08-06

SCHB SCHWAB STRATEGIC TR23.2K shares0.00%2026-06-302026-08-06

BSCQ INVESCO EXCH TRD SLF IDX FD30.3K shares-0.98%2026-06-302026-08-06

WASTE MGMT INC DEL WASTE MGMT INC DEL2.6K shares0.00%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC500 shares0.00%2026-06-302026-08-06

FRDM EA SERIES TRUST6.6K shares0.31%2026-06-302026-08-06

Sponsored

ADOBE INC ADOBE INC1.9K shares-75.54%2026-06-302026-08-06

OKTA OKTA INC2.4K shares0.00%2026-06-302026-08-06

TDG TRANSDIGM GROUP INC235 sharesnew addition2026-06-302026-08-06

NEAR ISHARES U S ETF TR5.9K shares0.00%2026-06-302026-08-06

EPD ENTERPRISE PRODS PARTNERS L8.0K shares0.00%2026-06-302026-08-06

FLIN FRANKLIN TEMPLETON ETF TR8.2K shares0.00%2026-06-302026-08-06

SCHV SCHWAB STRATEGIC TR8.1K shares-0.06%2026-06-302026-08-06

SCHZ SCHWAB STRATEGIC TR11.0K shares3.30%2026-06-302026-08-06

Sponsored

PRF INVESCO EXCHANGE TRADED FD T4.3K shares0.00%2026-06-302026-08-06

CP CANADIAN PACIFIC KANSAS CITY2.0K shares-4.76%2026-06-302026-08-06

RSP INVESCO EXCHANGE TRADED FD T800 shares0.00%2026-06-302026-08-06

CSX CSX CORP2.5K shares-7.41%2026-06-302026-08-06

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC278 shares-95.61%2026-06-302026-08-06

VB VANGUARD INDEX FDS357 shares0.00%2026-06-302026-08-06

SOLS SOLSTICE ADVANCED MATLS INC1.2K shares0.00%2026-06-302026-08-06

SCHE SCHWAB STRATEGIC TR2.7K shares76.22%2026-06-302026-08-06

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD4.4K shares0.00%2026-06-302026-08-06

ROKU ROKU INC501 shares0.80%2026-06-302026-08-06

EMXC ISHARES INC525 shares90.91%2026-06-302026-08-06

ISHARES TR ISHARES TR63 shares43.18%2026-06-302026-08-06

XEL XCEL ENERGY INC558 shares-9.71%2026-06-302026-08-06

AEROVIRONMENT INC AEROVIRONMENT INC262 sharesnew addition2026-06-302026-08-06

SEZL SEZZLE INC250 shares0.00%2026-06-302026-08-06

GDV GABELLI DIVID & INCOME TR1.3K shares0.00%2026-06-302026-08-06

Sponsored

WFC WELLS FARGO & CO400 shares-97.40%2026-06-302026-08-06

TSLA TESLA INC75 shares0.00%2026-06-302026-08-06

ALPS ETF TR ALPS ETF TR600 shares0.00%2026-06-302026-08-06

BAC BANK OF AMER CORP540 shares-2.17%2026-06-302026-08-06

AMT AMERICAN TOWER CORP188 shares0.00%2026-06-302026-08-06

DPG DUFF & PHELPS UTLITY AND INF2.0K shares0.00%2026-06-302026-08-06

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC215 shares0.00%2026-06-302026-08-06

IWM ISHARES TR75 shares0.00%2026-06-302026-08-06

Sponsored

RPG INVESCO EXCHANGE TRADED FD T350 shares0.00%2026-06-302026-08-06

CRWV COREWEAVE INC190 shares0.00%2026-06-302026-08-06

COF CAPITAL ONE FINL CORP75 shares0.00%2026-06-302026-08-06

BTC GRAYSCALE BITCOIN MINI TR ET500 shares66.67%2026-06-302026-08-06

BHK BLACKROCK CORE BD TR1.4K shares0.00%2026-06-302026-08-06

AEE AMEREN CORP80 shares-22.33%2026-06-302026-08-06

PLD PROLOGIS INC.60 shares0.00%2026-06-302026-08-06

ETH GRAYSCALE ETHEREUM STAKING500 shares0.00%2026-06-302026-08-06

Sponsored

GE GE AEROSPACE20 shares-28.57%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T10 shares0.00%2026-06-302026-08-06

PFN PIMCO INCOME STRATEGY FD II1.0K shares0.00%2026-06-302026-08-06

F FORD MTR CO510 shares0.00%2026-06-302026-08-06

MEDTRONIC PLC MEDTRONIC PLC82 shares0.00%2026-06-302026-08-06

GEV GE VERNOVA INC5 shares-28.57%2026-06-302026-08-06

PRU PRUDENTIAL FINL INC50 shares0.00%2026-06-302026-08-06

SONO SONOS INC395 shares0.00%2026-06-302026-08-06

Sponsored

ETFS GOLD TR ETFS GOLD TR123 shares0.00%2026-06-302026-08-06

SOLV SOLVENTUM CORP54 shares0.00%2026-06-302026-08-06

CVX CHEVRON CORPORATION25 shares19.05%2026-06-302026-08-06

SIX FLAGS ENTERTAINMENT CORP SIX FLAGS ENTERTAINMENT CORP135 shares0.00%2026-06-302026-08-06

3M CO 3M CO15 shares0.00%2026-06-302026-08-06

BOND PIMCO ETF TR26 shares0.00%2026-06-302026-08-06

LIT GLOBAL X FDS26 shares0.00%2026-06-302026-08-06

VCIT VANGUARD SCOTTSDALE FDS22 shares0.00%2026-06-302026-08-06

Sponsored

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC100 sharesnew addition2026-06-302026-08-06

BSCS INVESCO EXCH TRD SLF IDX FD75 shares0.00%2026-06-302026-08-06

FBTC FIDELITY WISE ORIGIN BITCOIN18 shares0.00%2026-06-302026-08-06

DIS DISNEY WALT CO9 shares0.00%2026-06-302026-08-06

SABS SAB BIOTHERAPEUTICS INC200 shares0.00%2026-06-302026-08-06

IRM IRON MTN INC DEL6 shares0.00%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS2 shares0.00%2026-06-302026-08-06

BLDP BALLARD PWR SYS INC NEW125 shares0.00%2026-06-302026-08-06

Sponsored

NEM NEWMONT CORP4 shares0.00%2026-06-302026-08-06

CISCO SYS INC CISCO SYS INC3 shares0.00%2026-06-302026-08-06

CRSP CRISPR THERAPEUTICS AG5 shares0.00%2026-06-302026-08-06

MTN VAIL RESORTS INC1 shares0.00%2026-06-302026-08-06

ETSY INC ETSY INC1 shares0.00%2026-06-302026-08-06

NVDA

NVIDIA CORPORATION

-28.52%

Shares25.6K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-41.78%

Shares14.3K

Event2026-06-30

Filed2026-08-06

VISA INC

-22.44%

Shares13.8K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

-33.06%

Shares16.2K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

23.38%

Shares3.8K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-25.73%

Shares11.3K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

-48.83%

Shares15.9K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

19.03%

Shares51.1K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

-0.85%

Shares9.6K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

-32.20%

Shares6.3K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

-31.91%

Shares10.7K

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

-29.26%

Shares9.6K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

-23.80%

Shares6.4K

Event2026-06-30

Filed2026-08-06

APD

AIR PRODUCTS AND CHEMICALS I

-31.54%

Shares10.8K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

-22.44%

Shares8.6K

Event2026-06-30

Filed2026-08-06

AMERIPRISE FINL INC

-37.70%

Shares6.6K

Event2026-06-30

Filed2026-08-06

EFA

ISHARES TR

0.24%

Shares28.1K

Event2026-06-30

Filed2026-08-06

ROST

ROSS STORES INC

-38.19%

Shares13.0K

Event2026-06-30

Filed2026-08-06

MTZ

MASTEC INC

-12.44%

Shares6.5K

Event2026-06-30

Filed2026-08-06

WMB

WILLIAMS COS INC

-40.68%

Shares35.7K

Event2026-06-30

Filed2026-08-06

TMO

THERMO FISHER SCIENTIFIC INC

-46.71%

Shares5.1K

Event2026-06-30

Filed2026-08-06

SCHW

SCHWAB CHARLES CORP

-26.10%

Shares27.7K

Event2026-06-30

Filed2026-08-06

SYK

STRYKER CORPORATION

-33.79%

Shares7.7K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

-33.30%

Shares2.0K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

-44.87%

Shares2.5K

Event2026-06-30

Filed2026-08-06

USB

US BANCORP

-0.15%

Shares35.9K

Event2026-06-30

Filed2026-08-06

ECL

ECOLAB INC

-47.70%

Shares7.7K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

-46.14%

Shares5.8K

Event2026-06-30

Filed2026-08-06

AEP

AMERICAN ELEC PWR CO INC

-21.20%

Shares14.7K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

-27.30%

Shares13.3K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-06

UBER

UBER TECHNOLOGIES INC

0.02%

Shares25.1K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

-27.28%

Shares13.3K

Event2026-06-30

Filed2026-08-06

SPOTIFY TECHNOLOGY S A

13.61%

Shares3.8K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

0.12%

Shares22.1K

Event2026-06-30

Filed2026-08-06

KLAC

KLA CORP

93.65%

Shares5.5K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

-2.94%

Shares4.1K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

0.22%

Shares9.8K

Event2026-06-30

Filed2026-08-06

WSM

WILLIAMS SONOMA INC

0.00%

Shares5.9K

Event2026-06-30

Filed2026-08-06

VCTR

VICTORY CAP HLDGS INC DEL

0.00%

Shares15.6K

Event2026-06-30

Filed2026-08-06

NETFLIX INC.

-37.87%

Shares18.0K

Event2026-06-30

Filed2026-08-06

CRM

SALESFORCE INC

-36.86%

Shares7.4K

Event2026-06-30

Filed2026-08-06

SUNCOR ENERGY INC NEW

0.00%

Shares21.4K

Event2026-06-30

Filed2026-08-06

HONEYWELL INTL INC

New

Shares4.9K

Event2026-06-30

Filed2026-08-06

HONEYWELL AEROSPACE INC

New

Shares4.9K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

-45.32%

Shares12.1K

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

0.05%

Shares2.1K

Event2026-06-30

Filed2026-08-06

MELI

MERCADOLIBRE INC

-45.62%

Shares590

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

-0.03%

Shares9.4K

Event2026-06-30

Filed2026-08-06

EQIX

EQUINIX INC

0.00%

Shares932

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB STRATEGIC TR

0.88%

Shares28.7K

Event2026-06-30

Filed2026-08-06

ACCENTURE PLC IRELAND

-40.64%

Shares7.4K

Event2026-06-30

Filed2026-08-06

CEG

CONSTELLATION ENERGY CORP

0.81%

Shares3.6K

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB STRATEGIC TR

0.25%

Shares28.5K

Event2026-06-30

Filed2026-08-06

BSX

BOSTON SCIENTIFIC CORP

100.77%

Shares19.6K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

0.02%

Shares5.8K

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED

-57.53%

Shares2.2K

Event2026-06-30

Filed2026-08-06

ORACLE CORP

0.20%

Shares4.6K

Event2026-06-30

Filed2026-08-06

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares23.2K

Event2026-06-30

Filed2026-08-06

BSCQ

INVESCO EXCH TRD SLF IDX FD

-0.98%

Shares30.3K

Event2026-06-30

Filed2026-08-06

WASTE MGMT INC DEL

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

0.00%

Shares500

Event2026-06-30

Filed2026-08-06

FRDM

EA SERIES TRUST

0.31%

Shares6.6K

Event2026-06-30

Filed2026-08-06

ADOBE INC

-75.54%

Shares1.9K

Event2026-06-30

Filed2026-08-06

OKTA

OKTA INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-06

TDG

TRANSDIGM GROUP INC

New

Shares235

Event2026-06-30

Filed2026-08-06

NEAR

ISHARES U S ETF TR

0.00%

Shares5.9K

Event2026-06-30

Filed2026-08-06

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-06

FLIN

FRANKLIN TEMPLETON ETF TR

0.00%

Shares8.2K

Event2026-06-30

Filed2026-08-06

SCHV

SCHWAB STRATEGIC TR

-0.06%

Shares8.1K

Event2026-06-30

Filed2026-08-06

SCHZ

SCHWAB STRATEGIC TR

3.30%

Shares11.0K

Event2026-06-30

Filed2026-08-06

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-06

CANADIAN PACIFIC KANSAS CITY

-4.76%

Shares2.0K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares800

Event2026-06-30

Filed2026-08-06

CSX

CSX CORP

-7.41%

Shares2.5K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

-95.61%

Shares278

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

0.00%

Shares357

Event2026-06-30

Filed2026-08-06

SOLS

SOLSTICE ADVANCED MATLS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

SCHE

SCHWAB STRATEGIC TR

76.22%

Shares2.7K

Event2026-06-30

Filed2026-08-06

BSCR

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-06

ROKU

ROKU INC

0.80%

Shares501

Event2026-06-30

Filed2026-08-06

EMXC

ISHARES INC

90.91%

Shares525

Event2026-06-30

Filed2026-08-06

ISHARES TR

43.18%

Shares63

Event2026-06-30

Filed2026-08-06

XEL

XCEL ENERGY INC

-9.71%

Shares558

Event2026-06-30

Filed2026-08-06

AEROVIRONMENT INC

New

Shares262

Event2026-06-30

Filed2026-08-06

SEZL

SEZZLE INC

0.00%

Shares250

Event2026-06-30

Filed2026-08-06

GDV

GABELLI DIVID & INCOME TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO

-97.40%

Shares400

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

0.00%

Shares75

Event2026-06-30

Filed2026-08-06

ALPS ETF TR

0.00%

Shares600

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

-2.17%

Shares540

Event2026-06-30

Filed2026-08-06

AMT

AMERICAN TOWER CORP

0.00%

Shares188

Event2026-06-30

Filed2026-08-06

DPG

DUFF & PHELPS UTLITY AND INF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

0.00%

Shares215

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

0.00%

Shares75

Event2026-06-30

Filed2026-08-06

RPG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares350

Event2026-06-30

Filed2026-08-06

CRWV

COREWEAVE INC

0.00%

Shares190

Event2026-06-30

Filed2026-08-06

COF

CAPITAL ONE FINL CORP

0.00%

Shares75

Event2026-06-30

Filed2026-08-06

BTC

GRAYSCALE BITCOIN MINI TR ET

66.67%

Shares500

Event2026-06-30

Filed2026-08-06

BHK

BLACKROCK CORE BD TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

AEE

AMEREN CORP

-22.33%

Shares80

Event2026-06-30

Filed2026-08-06

PLD

PROLOGIS INC.

0.00%

Shares60

Event2026-06-30

Filed2026-08-06

ETH

GRAYSCALE ETHEREUM STAKING

0.00%

Shares500

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

-28.57%

Shares20

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

0.00%

Shares10

Event2026-06-30

Filed2026-08-06

PFN

PIMCO INCOME STRATEGY FD II

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

FORD MTR CO

0.00%

Shares510

Event2026-06-30

Filed2026-08-06

MEDTRONIC PLC

0.00%

Shares82

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

-28.57%

Shares5

Event2026-06-30

Filed2026-08-06

PRU

PRUDENTIAL FINL INC

0.00%

Shares50

Event2026-06-30

Filed2026-08-06

SONO

SONOS INC

0.00%

Shares395

Event2026-06-30

Filed2026-08-06

ETFS GOLD TR

0.00%

Shares123

Event2026-06-30

Filed2026-08-06

SOLV

SOLVENTUM CORP

0.00%

Shares54

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

19.05%

Shares25

Event2026-06-30

Filed2026-08-06

SIX FLAGS ENTERTAINMENT CORP

0.00%

Shares135

Event2026-06-30

Filed2026-08-06

3M CO

0.00%

Shares15

Event2026-06-30

Filed2026-08-06

BOND

PIMCO ETF TR

0.00%

Shares26

Event2026-06-30

Filed2026-08-06

LIT

GLOBAL X FDS

0.00%

Shares26

Event2026-06-30

Filed2026-08-06

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares22

Event2026-06-30

Filed2026-08-06

RIVIAN AUTOMOTIVE INC

New

Shares100

Event2026-06-30

Filed2026-08-06

BSCS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares75

Event2026-06-30

Filed2026-08-06

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares18

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO

0.00%

Shares9

Event2026-06-30

Filed2026-08-06

SABS

SAB BIOTHERAPEUTICS INC

0.00%

Shares200

Event2026-06-30

Filed2026-08-06

IRM

IRON MTN INC DEL

0.00%

Shares6

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares2

Event2026-06-30

Filed2026-08-06

BLDP

BALLARD PWR SYS INC NEW

0.00%

Shares125

Event2026-06-30

Filed2026-08-06

NEM

NEWMONT CORP

0.00%

Shares4

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

0.00%

Shares3

Event2026-06-30

Filed2026-08-06

CRSP

CRISPR THERAPEUTICS AG

0.00%

Shares5

Event2026-06-30

Filed2026-08-06

MTN

VAIL RESORTS INC

0.00%

Shares1

Event2026-06-30

Filed2026-08-06

ETSY INC

0.00%

Shares1

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available