Sponsored

The Analysis of Petix & Botte Co's Holdings & P&L

Currently, Petix & Botte Co holds 144 types of securities in its portfolio with a total value $496.8M. In the most recent quarter, they have increased their positions in VUG (+104.1K shares, valued at $9.0M), N/A (+53.7K shares, valued at $4.7M), SPYG (+20.0K shares, valued at $2.4M); decreased their positions in IUSG (-16.6K shares, valued at $3.1M), FVD (-38.8K shares, valued at $1.9M), IUSV (-15.4K shares, valued at $1.7M); initiated new positions in ICLO (+67.9K shares, valued at $1.7M), JMST (+9.8K shares, valued at $500.1K), STM (+5.0K shares, valued at $374.4K).

1M P&L

-2.0M-0.52%

3M P&L

-753.4K-0.20%

HY P&L

+4.3M+1.15%

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/A344.7M

90.1%

2Semiconductors8.2M

2.1%

3Consumer Electronics6.8M

1.8%

Top Industries by Stock Count

1N/A83 stocks

66.4%

2Semiconductors6 stocks

4.8%

3Banks - Diversified3 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST679.6K shares8.58%2026-06-302026-08-04

GTO INVESCO ACTIVELY MANAGED EXC510.1K shares4.16%2026-06-302026-08-04

ISHARES TR ISHARES TR227.4K shares6.69%2026-06-302026-08-04

IUSG ISHARES TR105.0K shares-13.68%2026-06-302026-08-04

SPYG SPDR SERIES TRUST154.6K shares14.89%2026-06-302026-08-04

QQQM INVESCO EXCH TRADED FD TR II59.9K shares10.25%2026-06-302026-08-04

GOVI INVESCO EXCH TRADED FD TR II657.9K shares1.75%2026-06-302026-08-04

RDVY FIRST TR EXCHANGE TRADED FD193.7K shares6.80%2026-06-302026-08-04

Sponsored

FTSM FIRST TR EXCHANGE-TRADED FD244.1K shares10.40%2026-06-302026-08-04

IUSV ISHARES TR128.8K shares-10.70%2026-06-302026-08-04

RWL INVESCO EXCH TRADED FD TR II109.8K shares6.66%2026-06-302026-08-04

FVD FIRST TR EXCHANGE-TRADED FD286.0K shares-11.94%2026-06-302026-08-04

VUG VANGUARD INDEX FDS127.0K shares455.63%2026-06-302026-08-04

IJH ISHARES TR141.5K shares-8.87%2026-06-302026-08-04

JAAA JANUS DETROIT STR TR211.5K shares-13.24%2026-06-302026-08-04

LMBS FIRST TR EXCHANGE-TRADED FD207.6K shares-2.76%2026-06-302026-08-04

Sponsored

QQQ INVESCO QQQ TR13.9K shares-0.79%2026-06-302026-08-04

VANGUARD INDEX FDS VANGUARD INDEX FDS27.2K shares3.37%2026-06-302026-08-04

BND VANGUARD BD INDEX FDS134.9K shares-2.84%2026-06-302026-08-04

FTGC FIRST TR EXCHANGE TRAD FD VI316.4K shares-4.41%2026-06-302026-08-04

VCIT VANGUARD SCOTTSDALE FDS99.6K shares-6.02%2026-06-302026-08-04

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION8.0K shares0.00%2026-06-302026-08-04

CWB SPDR SERIES TRUST68.7K shares-3.43%2026-06-302026-08-04

AAPL APPLE INC23.4K shares0.24%2026-06-302026-08-04

Sponsored

FTSL FIRST TR EXCHANGE-TRADED FD143.2K shares5.36%2026-06-302026-08-04

FALN ISHARES TR234.7K shares-4.79%2026-06-302026-08-04

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II206.2K shares9.41%2026-06-302026-08-04

FV FIRST TR EXCHANGE TRADED FD54.5K shares8.37%2026-06-302026-08-04

SRLN SSGA ACTIVE ETF TR101.1K shares-5.75%2026-06-302026-08-04

VB VANGUARD INDEX FDS13.2K shares-0.92%2026-06-302026-08-04

VOE VANGUARD INDEX FDS19.0K shares-12.46%2026-06-302026-08-04

VYM VANGUARD WHITEHALL FDS23.4K shares-7.94%2026-06-302026-08-04

Sponsored

USMV ISHARES TR34.8K shares-1.39%2026-06-302026-08-04

QUANTA SVCS INC QUANTA SVCS INC4.2K shares0.00%2026-06-302026-08-04

XLE SELECT SECTOR SPDR TR56.4K shares-14.07%2026-06-302026-08-04

BNDX VANGUARD CHARLOTTE FDS61.2K shares-3.75%2026-06-302026-08-04

VIG VANGUARD SPECIALIZED FUNDS10.8K shares17.34%2026-06-302026-08-04

QCOM QUALCOMM INC13.2K shares0.00%2026-06-302026-08-04

IWF ISHARES TR19.3K shares299.92%2026-06-302026-08-04

NVDA NVIDIA CORPORATION11.1K shares7.41%2026-06-302026-08-04

Sponsored

VO VANGUARD INDEX FDS26.3K shares293.15%2026-06-302026-08-04

VHT VANGUARD WORLD FD6.6K shares-1.38%2026-06-302026-08-04

MSFT MICROSOFT CORP5.3K shares2.94%2026-06-302026-08-04

VNQ VANGUARD INDEX FDS19.9K shares-13.00%2026-06-302026-08-04

SRE SEMPRA20.7K shares0.00%2026-06-302026-08-04

IDV ISHARES TR44.5K shares-0.24%2026-06-302026-08-04

ICLO INVESCO ACTIVELY MANAGED EXC67.9K sharesnew addition2026-06-302026-08-04

AMD ADVANCED MICRO DEVICES INC2.8K shares2.91%2026-06-302026-08-04

Sponsored

WORLD GOLD TR WORLD GOLD TR20.1K shares-1.77%2026-06-302026-08-04

MGV VANGUARD WORLD FD9.7K shares0.00%2026-06-302026-08-04

NOBL PROSHARES TR28.0K shares100.45%2026-06-302026-08-04

GOOGL ALPHABET INC4.3K shares0.00%2026-06-302026-08-04

CAT CATERPILLAR INC1.4K shares0.15%2026-06-302026-08-04

IYW ISHARES TR5.8K shares0.00%2026-06-302026-08-04

BROADCOM INC BROADCOM INC3.7K shares0.00%2026-06-302026-08-04

MCD MCDONALDS CORP5.0K shares0.00%2026-06-302026-08-04

Sponsored

INTC INTEL CORP9.5K shares9.34%2026-06-302026-08-04

IVW ISHARES TR9.3K shares-0.06%2026-06-302026-08-04

IWM ISHARES TR4.2K shares-19.63%2026-06-302026-08-04

VTV VANGUARD INDEX FDS5.7K shares-12.74%2026-06-302026-08-04

OMFL INVESCO EXCH TRD SLF IDX FD16.6K shares-1.54%2026-06-302026-08-04

VBR VANGUARD INDEX FDS4.6K shares-14.19%2026-06-302026-08-04

LLY ELI LILLY & CO890 shares0.00%2026-06-302026-08-04

GLD SPDR GOLD TR2.8K shares0.00%2026-06-302026-08-04

Sponsored

JPST J P MORGAN EXCHANGE TRADED F20.2K shares0.00%2026-06-302026-08-04

MDY STATE STR SPDR S&P MIDCAP 401.4K shares0.00%2026-06-302026-08-04

AFL AFLAC INC8.6K shares0.00%2026-06-302026-08-04

VWO VANGUARD INTL EQUITY INDEX F16.6K shares0.02%2026-06-302026-08-04

GOOG ALPHABET INC2.7K shares5.79%2026-06-302026-08-04

IEMG ISHARES INC10.9K shares-21.47%2026-06-302026-08-04

VEA VANGUARD TAX-MANAGED FDS12.3K shares-2.48%2026-06-302026-08-04

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

Sponsored

HD HOME DEPOT INC2.4K shares0.08%2026-06-302026-08-04

TKO TKO GROUP HOLDINGS INC4.1K shares0.00%2026-06-302026-08-04

BAC BANK OF AMER CORP14.4K shares0.00%2026-06-302026-08-04

BRK.B BERKSHIRE HATHAWAY INC DEL1.6K shares-0.31%2026-06-302026-08-04

USHY ISHARES TR20.2K shares0.00%2026-06-302026-08-04

HYG ISHARES TR8.8K shares0.64%2026-06-302026-08-04

ASML ASML HLDG NV350 shares0.00%2026-06-302026-08-04

AMZN AMAZON COM INC2.9K shares0.00%2026-06-302026-08-04

Sponsored

GSY INVESCO ACTIVELY MANAGED EXC13.6K shares0.00%2026-06-302026-08-04

TJX TJX COS INC NEW4.5K shares0.00%2026-06-302026-08-04

SOXX ISHARES TR1.0K shares0.00%2026-06-302026-08-04

VV VANGUARD INDEX FDS1.8K shares0.00%2026-06-302026-08-04

VBK VANGUARD INDEX FDS1.7K shares0.00%2026-06-302026-08-04

KO COCA COLA CO7.4K shares0.00%2026-06-302026-08-04

META PLATFORMS INC META PLATFORMS INC1.1K shares0.00%2026-06-302026-08-04

VGT VANGUARD WORLD FD4.7K shares684.60%2026-06-302026-08-04

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.7K shares0.00%2026-06-302026-08-04

XMLV INVESCO EXCH TRADED FD TR II7.7K shares0.03%2026-06-302026-08-04

VOT VANGUARD INDEX FDS1.6K shares-20.60%2026-06-302026-08-04

JMST J P MORGAN EXCHANGE TRADED F9.8K sharesnew addition2026-06-302026-08-04

TER TERADYNE INC1.0K shares0.00%2026-06-302026-08-04

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

SLV ISHARES SILVER TR8.8K shares2.60%2026-06-302026-08-04

GOVT ISHARES TR20.3K shares13.40%2026-06-302026-08-04

Sponsored

BIV VANGUARD BD INDEX FDS5.9K shares-5.32%2026-06-302026-08-04

PG PROCTER & GAMBLE CO3.0K shares0.00%2026-06-302026-08-04

WASTE MGMT INC DEL WASTE MGMT INC DEL2.0K shares0.00%2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T514 shares0.00%2026-06-302026-08-04

STM STMICROELECTRONICS N V5.0K sharesnew addition2026-06-302026-08-04

PFF ISHARES TR12.2K shares0.14%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON1.5K shares0.00%2026-06-302026-08-04

VEU VANGUARD INTL EQUITY INDEX F4.4K shares0.14%2026-06-302026-08-04

Sponsored

CISCO SYS INC CISCO SYS INC3.1K shares9.14%2026-06-302026-08-04

FDT FIRST TR EXCH TRD ALPHDX FD3.7K shares0.00%2026-06-302026-08-04

AXSM AXSOME THERAPEUTICS INC.1.4K shares0.00%2026-06-302026-08-04

FDN FIRST TR EXCHANGE-TRADED FD1.3K shares2.65%2026-06-302026-08-04

MBB ISHARES TR3.7K shares-13.90%2026-06-302026-08-04

NETFLIX INC. NETFLIX INC.4.7K shares0.85%2026-06-302026-08-04

FTXL FIRST TR EXCHANGE TRADED FD1.2K sharesnew addition2026-06-302026-08-04

AIRR FIRST TR EXCHANGE TRADED FD2.5K shares-3.00%2026-06-302026-08-04

Sponsored

ORACLE CORP ORACLE CORP2.2K shares0.00%2026-06-302026-08-04

EFA ISHARES TR3.2K shares0.00%2026-06-302026-08-04

ISHARES TR ISHARES TR3.3K shares-2.31%2026-06-302026-08-04

EMB ISHARES TR3.4K shares-0.94%2026-06-302026-08-04

VT VANGUARD INTL EQUITY INDEX F2.1K shares0.00%2026-06-302026-08-04

FTGS FIRST TR EXCHANGE-TRADED FD8.6K shares0.00%2026-06-302026-08-04

PEP PEPSICO INC2.3K shares0.00%2026-06-302026-08-04

WFC WELLS FARGO & CO3.8K shares0.00%2026-06-302026-08-04

Sponsored

IJR ISHARES TR2.1K shares-1.54%2026-06-302026-08-04

DIS DISNEY WALT CO3.2K shares-3.07%2026-06-302026-08-04

VONV VANGUARD SCOTTSDALE FDS2.9K shares-3.49%2026-06-302026-08-04

SYK STRYKER CORPORATION946 shares0.00%2026-06-302026-08-04

ROK ROCKWELL AUTOMATION INC600 shares0.00%2026-06-302026-08-04

FXO FIRST TR EXCHANGE-TRADED FD4.7K shares0.00%2026-06-302026-08-04

FTCS FIRST TR EXCHANGE-TRADED FD3.0K shares0.00%2026-06-302026-08-04

TSLA TESLA INC666 shares0.00%2026-06-302026-08-04

Sponsored

VDE VANGUARD WORLD FD1.8K shares0.00%2026-06-302026-08-04

LEU CENTRUS ENERGY CORP1.6K shares-24.70%2026-06-302026-08-04

FXZ FIRST TR EXCHANGE-TRADED FD3.4K shares0.00%2026-06-302026-08-04

IWB ISHARES TR658 shares0.00%2026-06-302026-08-04

COF CAPITAL ONE FINL CORP1.3K shares0.00%2026-06-302026-08-04

MU MICRON TECHNOLOGY INC225 sharesnew addition2026-06-302026-08-04

DFAC DIMENSIONAL ETF TRUST5.7K shares0.00%2026-06-302026-08-04

NSC NORFOLK SOUTHN CORP800 shares0.00%2026-06-302026-08-04

Sponsored

PSA PUBLIC STORAGE760 shares0.00%2026-06-302026-08-04

RTX CORPORATION RTX CORPORATION1.2K shares0.00%2026-06-302026-08-04

C CITIGROUP INC1.6K sharesnew addition2026-06-302026-08-04

MASTERCARD INCORPORATED MASTERCARD INCORPORATED436 shares0.00%2026-06-302026-08-04

ITW ILLINOIS TOOL WKS INC797 shares0.00%2026-06-302026-08-04

WELL WELLTOWER INC932 sharesnew addition2026-06-302026-08-04

SFM SPROUTS FMRS MKT INC2.5K sharesnew addition2026-06-302026-08-04

FSK FS KKR CAP CORP10.9K shares0.00%2026-06-302026-08-04

Sponsored

SPDR SERIES TRUST

8.58%

Shares679.6K

Event2026-06-30

Filed2026-08-04

GTO

INVESCO ACTIVELY MANAGED EXC

4.16%

Shares510.1K

Event2026-06-30

Filed2026-08-04

ISHARES TR

6.69%

Shares227.4K

Event2026-06-30

Filed2026-08-04

IUSG

ISHARES TR

-13.68%

Shares105.0K

Event2026-06-30

Filed2026-08-04

SPYG

SPDR SERIES TRUST

14.89%

Shares154.6K

Event2026-06-30

Filed2026-08-04

QQQM

INVESCO EXCH TRADED FD TR II

10.25%

Shares59.9K

Event2026-06-30

Filed2026-08-04

GOVI

INVESCO EXCH TRADED FD TR II

1.75%

Shares657.9K

Event2026-06-30

Filed2026-08-04

RDVY

FIRST TR EXCHANGE TRADED FD

6.80%

Shares193.7K

Event2026-06-30

Filed2026-08-04

FTSM

FIRST TR EXCHANGE-TRADED FD

10.40%

Shares244.1K

Event2026-06-30

Filed2026-08-04

IUSV

ISHARES TR

-10.70%

Shares128.8K

Event2026-06-30

Filed2026-08-04

RWL

INVESCO EXCH TRADED FD TR II

6.66%

Shares109.8K

Event2026-06-30

Filed2026-08-04

FVD

FIRST TR EXCHANGE-TRADED FD

-11.94%

Shares286.0K

Event2026-06-30

Filed2026-08-04

VUG

VANGUARD INDEX FDS

455.63%

Shares127.0K

Event2026-06-30

Filed2026-08-04

IJH

ISHARES TR

-8.87%

Shares141.5K

Event2026-06-30

Filed2026-08-04

JAAA

JANUS DETROIT STR TR

-13.24%

Shares211.5K

Event2026-06-30

Filed2026-08-04

LMBS

FIRST TR EXCHANGE-TRADED FD

-2.76%

Shares207.6K

Event2026-06-30

Filed2026-08-04

QQQ

INVESCO QQQ TR

-0.79%

Shares13.9K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

3.37%

Shares27.2K

Event2026-06-30

Filed2026-08-04

BND

VANGUARD BD INDEX FDS

-2.84%

Shares134.9K

Event2026-06-30

Filed2026-08-04

FTGC

FIRST TR EXCHANGE TRAD FD VI

-4.41%

Shares316.4K

Event2026-06-30

Filed2026-08-04

VCIT

VANGUARD SCOTTSDALE FDS

-6.02%

Shares99.6K

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-04

CWB

SPDR SERIES TRUST

-3.43%

Shares68.7K

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

0.24%

Shares23.4K

Event2026-06-30

Filed2026-08-04

FTSL

FIRST TR EXCHANGE-TRADED FD

5.36%

Shares143.2K

Event2026-06-30

Filed2026-08-04

FALN

ISHARES TR

-4.79%

Shares234.7K

Event2026-06-30

Filed2026-08-04

INVESCO EXCH TRADED FD TR II

9.41%

Shares206.2K

Event2026-06-30

Filed2026-08-04

FIRST TR EXCHANGE TRADED FD

8.37%

Shares54.5K

Event2026-06-30

Filed2026-08-04

SRLN

SSGA ACTIVE ETF TR

-5.75%

Shares101.1K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

-0.92%

Shares13.2K

Event2026-06-30

Filed2026-08-04

VOE

VANGUARD INDEX FDS

-12.46%

Shares19.0K

Event2026-06-30

Filed2026-08-04

VYM

VANGUARD WHITEHALL FDS

-7.94%

Shares23.4K

Event2026-06-30

Filed2026-08-04

USMV

ISHARES TR

-1.39%

Shares34.8K

Event2026-06-30

Filed2026-08-04

QUANTA SVCS INC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-04

XLE

SELECT SECTOR SPDR TR

-14.07%

Shares56.4K

Event2026-06-30

Filed2026-08-04

BNDX

VANGUARD CHARLOTTE FDS

-3.75%

Shares61.2K

Event2026-06-30

Filed2026-08-04

VIG

VANGUARD SPECIALIZED FUNDS

17.34%

Shares10.8K

Event2026-06-30

Filed2026-08-04

QCOM

QUALCOMM INC

0.00%

Shares13.2K

Event2026-06-30

Filed2026-08-04

IWF

ISHARES TR

299.92%

Shares19.3K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

7.41%

Shares11.1K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

293.15%

Shares26.3K

Event2026-06-30

Filed2026-08-04

VHT

VANGUARD WORLD FD

-1.38%

Shares6.6K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

2.94%

Shares5.3K

Event2026-06-30

Filed2026-08-04

VNQ

VANGUARD INDEX FDS

-13.00%

Shares19.9K

Event2026-06-30

Filed2026-08-04

SRE

SEMPRA

0.00%

Shares20.7K

Event2026-06-30

Filed2026-08-04

IDV

ISHARES TR

-0.24%

Shares44.5K

Event2026-06-30

Filed2026-08-04

ICLO

INVESCO ACTIVELY MANAGED EXC

New

Shares67.9K

Event2026-06-30

Filed2026-08-04

AMD

ADVANCED MICRO DEVICES INC

2.91%

Shares2.8K

Event2026-06-30

Filed2026-08-04

WORLD GOLD TR

-1.77%

Shares20.1K

Event2026-06-30

Filed2026-08-04

MGV

VANGUARD WORLD FD

0.00%

Shares9.7K

Event2026-06-30

Filed2026-08-04

NOBL

PROSHARES TR

100.45%

Shares28.0K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-04

CAT

CATERPILLAR INC

0.15%

Shares1.4K

Event2026-06-30

Filed2026-08-04

IYW

ISHARES TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-04

MCD

MCDONALDS CORP

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-04

INTC

INTEL CORP

9.34%

Shares9.5K

Event2026-06-30

Filed2026-08-04

IVW

ISHARES TR

-0.06%

Shares9.3K

Event2026-06-30

Filed2026-08-04

IWM

ISHARES TR

-19.63%

Shares4.2K

Event2026-06-30

Filed2026-08-04

VTV

VANGUARD INDEX FDS

-12.74%

Shares5.7K

Event2026-06-30

Filed2026-08-04

OMFL

INVESCO EXCH TRD SLF IDX FD

-1.54%

Shares16.6K

Event2026-06-30

Filed2026-08-04

VBR

VANGUARD INDEX FDS

-14.19%

Shares4.6K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO

0.00%

Shares890

Event2026-06-30

Filed2026-08-04

GLD

SPDR GOLD TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-04

JPST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares20.2K

Event2026-06-30

Filed2026-08-04

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-04

AFL

AFLAC INC

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-04

VWO

VANGUARD INTL EQUITY INDEX F

0.02%

Shares16.6K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

5.79%

Shares2.7K

Event2026-06-30

Filed2026-08-04

IEMG

ISHARES INC

-21.47%

Shares10.9K

Event2026-06-30

Filed2026-08-04

VEA

VANGUARD TAX-MANAGED FDS

-2.48%

Shares12.3K

Event2026-06-30

Filed2026-08-04

VXF

VANGUARD INDEX FDS

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC

0.08%

Shares2.4K

Event2026-06-30

Filed2026-08-04

TKO

TKO GROUP HOLDINGS INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-04

BAC

BANK OF AMER CORP

0.00%

Shares14.4K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.31%

Shares1.6K

Event2026-06-30

Filed2026-08-04

USHY

ISHARES TR

0.00%

Shares20.2K

Event2026-06-30

Filed2026-08-04

HYG

ISHARES TR

0.64%

Shares8.8K

Event2026-06-30

Filed2026-08-04

ASML

ASML HLDG NV

0.00%

Shares350

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-04

GSY

INVESCO ACTIVELY MANAGED EXC

0.00%

Shares13.6K

Event2026-06-30

Filed2026-08-04

TJX

TJX COS INC NEW

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-04

SOXX

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-04

VBK

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-04

COCA COLA CO

0.00%

Shares7.4K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-04

VGT

VANGUARD WORLD FD

684.60%

Shares4.7K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-04

XMLV

INVESCO EXCH TRADED FD TR II

0.03%

Shares7.7K

Event2026-06-30

Filed2026-08-04

VOT

VANGUARD INDEX FDS

-20.60%

Shares1.6K

Event2026-06-30

Filed2026-08-04

JMST

J P MORGAN EXCHANGE TRADED F

New

Shares9.8K

Event2026-06-30

Filed2026-08-04

TER

TERADYNE INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-04

ABBVIE INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-04

SLV

ISHARES SILVER TR

2.60%

Shares8.8K

Event2026-06-30

Filed2026-08-04

GOVT

ISHARES TR

13.40%

Shares20.3K

Event2026-06-30

Filed2026-08-04

BIV

VANGUARD BD INDEX FDS

-5.32%

Shares5.9K

Event2026-06-30

Filed2026-08-04

PROCTER & GAMBLE CO

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-04

WASTE MGMT INC DEL

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

0.00%

Shares514

Event2026-06-30

Filed2026-08-04

STM

STMICROELECTRONICS N V

New

Shares5.0K

Event2026-06-30

Filed2026-08-04

PFF

ISHARES TR

0.14%

Shares12.2K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-04

VEU

VANGUARD INTL EQUITY INDEX F

0.14%

Shares4.4K

Event2026-06-30

Filed2026-08-04

CISCO SYS INC

9.14%

Shares3.1K

Event2026-06-30

Filed2026-08-04

FDT

FIRST TR EXCH TRD ALPHDX FD

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-04

AXSM

AXSOME THERAPEUTICS INC.

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-04

FDN

FIRST TR EXCHANGE-TRADED FD

2.65%

Shares1.3K

Event2026-06-30

Filed2026-08-04

MBB

ISHARES TR

-13.90%

Shares3.7K

Event2026-06-30

Filed2026-08-04

NETFLIX INC.

0.85%

Shares4.7K

Event2026-06-30

Filed2026-08-04

FTXL

FIRST TR EXCHANGE TRADED FD

New

Shares1.2K

Event2026-06-30

Filed2026-08-04

AIRR

FIRST TR EXCHANGE TRADED FD

-3.00%

Shares2.5K

Event2026-06-30

Filed2026-08-04

ORACLE CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-04

EFA

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-04

ISHARES TR

-2.31%

Shares3.3K

Event2026-06-30

Filed2026-08-04

EMB

ISHARES TR

-0.94%

Shares3.4K

Event2026-06-30

Filed2026-08-04

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-04

FTGS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-04

PEP

PEPSICO INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-04

WFC

WELLS FARGO & CO

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-04

IJR

ISHARES TR

-1.54%

Shares2.1K

Event2026-06-30

Filed2026-08-04

DIS

DISNEY WALT CO

-3.07%

Shares3.2K

Event2026-06-30

Filed2026-08-04

VONV

VANGUARD SCOTTSDALE FDS

-3.49%

Shares2.9K

Event2026-06-30

Filed2026-08-04

SYK

STRYKER CORPORATION

0.00%

Shares946

Event2026-06-30

Filed2026-08-04

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares600

Event2026-06-30

Filed2026-08-04

FXO

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-04

FTCS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC

0.00%

Shares666

Event2026-06-30

Filed2026-08-04

VDE

VANGUARD WORLD FD

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-04

LEU

CENTRUS ENERGY CORP

-24.70%

Shares1.6K

Event2026-06-30

Filed2026-08-04

FXZ

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-04

IWB

ISHARES TR

0.00%

Shares658

Event2026-06-30

Filed2026-08-04

COF

CAPITAL ONE FINL CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-04

MICRON TECHNOLOGY INC

New

Shares225

Event2026-06-30

Filed2026-08-04

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-04

NSC

NORFOLK SOUTHN CORP

0.00%

Shares800

Event2026-06-30

Filed2026-08-04

PSA

PUBLIC STORAGE

0.00%

Shares760

Event2026-06-30

Filed2026-08-04

RTX CORPORATION

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-04

CITIGROUP INC

New

Shares1.6K

Event2026-06-30

Filed2026-08-04

MASTERCARD INCORPORATED

0.00%

Shares436

Event2026-06-30

Filed2026-08-04

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares797

Event2026-06-30

Filed2026-08-04

WELL

WELLTOWER INC

New

Shares932

Event2026-06-30

Filed2026-08-04

SFM

SPROUTS FMRS MKT INC

New

Shares2.5K

Event2026-06-30

Filed2026-08-04

FSK

FS KKR CAP CORP

0.00%

Shares10.9K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available