Sponsored

The Analysis of Powell Investment Advisors, LLC's Holdings & P&L

Currently, Powell Investment Advisors, LLC holds 167 types of securities in its portfolio with a total value $316.8M. In the most recent quarter, they have increased their positions in VUG (+24.0K shares, valued at $2.1M), INTC (+3.4K shares, valued at $476.1K), QQQ (+555 shares, valued at $409.2K); decreased their positions in N/A (-4.4K shares, valued at $3.3M), IVW (-10.7K shares, valued at $1.5M), BN (-18.9K shares, valued at $806.1K); initiated new positions in INTC (+3.4K shares, valued at $476.1K), N/A (+1.4K shares, valued at $240.6K), N/A (+7.8K shares, valued at $237.1K).

1M P&L

-1.7M-0.56%

3M P&L

+145.6K+0.05%

HY P&L

-1.6M-0.55%

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/A229.2M

76.6%

2Internet Retail9.6M

3.2%

3Capital Markets7.8M

2.6%

Top Industries by Stock Count

1N/A77 stocks

53.5%

2Drug Manufacturers - General5 stocks

3.5%

3Asset Management4 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR279.4K shares-3.69%2026-06-302026-07-29

IVE ISHARES TR158.8K shares0.51%2026-06-302026-07-29

IWN ISHARES TR115.2K shares-0.16%2026-06-302026-07-29

IWO ISHARES TR60.6K shares-0.83%2026-06-302026-07-29

QQQ INVESCO QQQ TR32.0K shares1.76%2026-06-302026-07-29

DVY ISHARES TR99.2K shares0.73%2026-06-302026-07-29

AMZN AMAZON COM INC37.8K shares-0.82%2026-06-302026-07-29

IWS ISHARES TR53.2K shares0.92%2026-06-302026-07-29

Sponsored

IWP ISHARES TR52.2K shares-0.01%2026-06-302026-07-29

EFA ISHARES TR70.9K shares-0.07%2026-06-302026-07-29

NVDA NVIDIA CORPORATION34.6K shares-3.63%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC6.6K shares0.30%2026-06-302026-07-29

TSLA TESLA INC13.3K shares-0.81%2026-06-302026-07-29

AAPL APPLE INC14.2K shares-1.05%2026-06-302026-07-29

IOO ISHARES TR29.7K shares0.14%2026-06-302026-07-29

CWB SPDR SERIES TRUST30.3K shares0.30%2026-06-302026-07-29

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO9.5K shares-4.08%2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F49.2K shares1.71%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.5K shares-55.88%2026-06-302026-07-29

VUG VANGUARD INDEX FDS28.8K shares500.23%2026-06-302026-07-29

FBND FIDELITY MERRIMACK STR TR54.2K shares-5.58%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL4.4K shares-2.18%2026-06-302026-07-29

IWM ISHARES TR7.2K shares-2.69%2026-06-302026-07-29

GOOGL ALPHABET INC5.5K shares4.38%2026-06-302026-07-29

Sponsored

PFF ISHARES TR64.6K shares12.80%2026-06-302026-07-29

SCCO SOUTHERN COPPER CORP9.9K shares1.00%2026-06-302026-07-29

MSFT MICROSOFT CORP4.2K shares-30.91%2026-06-302026-07-29

VCSH VANGUARD SCOTTSDALE FDS19.1K shares0.00%2026-06-302026-07-29

LRCX LAM RESEARCH CORP3.5K shares0.00%2026-06-302026-07-29

XAR SPDR SERIES TRUST5.0K shares0.02%2026-06-302026-07-29

ALLISON TRANSMISSION HLDGS I ALLISON TRANSMISSION HLDGS I12.1K shares0.00%2026-06-302026-07-29

IBIT ISHARES BITCOIN TRUST ETF39.0K shares-26.19%2026-06-302026-07-29

Sponsored

IBM INTERNATIONAL BUSINESS MACHS4.6K shares0.04%2026-06-302026-07-29

PAVE GLOBAL X FDS21.8K shares0.00%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC10.9K shares0.00%2026-06-302026-07-29

XLE SELECT SECTOR SPDR TR23.1K shares0.48%2026-06-302026-07-29

C CITIGROUP INC8.6K shares0.00%2026-06-302026-07-29

BROADCOM INC BROADCOM INC3.1K shares0.00%2026-06-302026-07-29

SON SONOCO PRODS CO21.1K shares0.84%2026-06-302026-07-29

ITA ISHARES TR4.9K shares0.08%2026-06-302026-07-29

Sponsored

CQP CHENIERE ENERGY PARTNERS L P18.3K shares1.23%2026-06-302026-07-29

ALPS ETF TR ALPS ETF TR21.2K shares0.26%2026-06-302026-07-29

IJR ISHARES TR7.1K shares0.68%2026-06-302026-07-29

GOOG ALPHABET INC2.9K shares13.38%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP1.9K shares0.00%2026-06-302026-07-29

MS MORGAN STANLEY4.6K shares0.50%2026-06-302026-07-29

PFXF VANECK ETF TRUST53.2K shares0.00%2026-06-302026-07-29

IJH ISHARES TR12.0K shares0.74%2026-06-302026-07-29

Sponsored

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR20.4K shares0.00%2026-06-302026-07-29

MINT PIMCO ETF TR9.1K shares0.08%2026-06-302026-07-29

AEP AMERICAN ELEC PWR CO INC6.7K shares0.00%2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC1.3K shares0.00%2026-06-302026-07-29

GILD GILEAD SCIENCES INC7.0K shares0.00%2026-06-302026-07-29

CLOUDFLARE INC CLOUDFLARE INC3.6K shares0.00%2026-06-302026-07-29

XLF SELECT SECTOR SPDR TR16.3K shares0.16%2026-06-302026-07-29

LLY ELI LILLY & CO683 shares0.00%2026-06-302026-07-29

Sponsored

BX BLACKSTONE INC6.8K shares0.00%2026-06-302026-07-29

HD HOME DEPOT INC2.3K shares0.00%2026-06-302026-07-29

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-29

ED CONSOLIDATED EDISON INC6.7K shares0.00%2026-06-302026-07-29

KO COCA COLA CO8.7K shares0.01%2026-06-302026-07-29

LAMR LAMAR ADVERTISING CO4.4K shares0.00%2026-06-302026-07-29

BLK BLACKROCK INC708 shares0.00%2026-06-302026-07-29

XBI SPDR SERIES TRUST4.2K shares0.00%2026-06-302026-07-29

Sponsored

PM PHILIP MORRIS INTL INC3.6K shares0.00%2026-06-302026-07-29

VOT VANGUARD INDEX FDS2.1K shares0.00%2026-06-302026-07-29

EEM ISHARES TR9.3K shares0.44%2026-06-302026-07-29

GLW CORNING INC2.5K shares0.00%2026-06-302026-07-29

NEXTERA ENERGY INC NEXTERA ENERGY INC7.1K shares0.00%2026-06-302026-07-29

GSLC GOLDMAN SACHS ETF TR4.3K shares0.00%2026-06-302026-07-29

IYW ISHARES TR2.4K shares0.00%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON2.3K shares0.04%2026-06-302026-07-29

Sponsored

SE SEA LTD6.0K shares0.00%2026-06-302026-07-29

GLTR ABRDN PRECIOUS METALS BASKET3.2K shares-37.49%2026-06-302026-07-29

DATADOG INC DATADOG INC2.1K shares0.00%2026-06-302026-07-29

HEI HEICO CORP NEW1.5K shares0.00%2026-06-302026-07-29

MRK MERCK & CO INC4.1K shares0.00%2026-06-302026-07-29

BMY BRISTOL-MYERS SQUIBB CO8.7K shares0.00%2026-06-302026-07-29

LEN LENNAR CORP5.4K shares0.00%2026-06-302026-07-29

INTC INTEL CORP3.4K sharesnew addition2026-06-302026-07-29

Sponsored

WMB WILLIAMS COS INC6.2K shares0.00%2026-06-302026-07-29

NLR VANECK ETF TRUST4.0K shares3.68%2026-06-302026-07-29

SNOWFLAKE INC SNOWFLAKE INC1.8K shares0.00%2026-06-302026-07-29

F FORD MTR CO32.2K shares-3.59%2026-06-302026-07-29

MCD MCDONALDS CORP1.6K shares0.00%2026-06-302026-07-29

UBER UBER TECHNOLOGIES INC5.9K shares0.00%2026-06-302026-07-29

SHOP SHOPIFY INC3.7K shares0.00%2026-06-302026-07-29

XYZ BLOCK INC5.5K shares0.00%2026-06-302026-07-29

Sponsored

MMC MARSH & MCLENNAN COS INC2.4K shares0.00%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC658 shares-43.18%2026-06-302026-07-29

T AT&T INC18.4K shares0.85%2026-06-302026-07-29

GLD SPDR GOLD TR981 shares-18.66%2026-06-302026-07-29

ENB ENBRIDGE INC6.6K shares0.00%2026-06-302026-07-29

OKLO OKLO INC6.7K shares0.00%2026-06-302026-07-29

BAC BANK OF AMER CORP6.1K shares0.00%2026-06-302026-07-29

FTF FRANKLIN LTD DURATION INCOME60.3K shares0.56%2026-06-302026-07-29

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.9K shares0.00%2026-06-302026-07-29

WMT WALMART INC3.0K shares0.00%2026-06-302026-07-29

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD3.5K shares0.00%2026-06-302026-07-29

EPD ENTERPRISE PRODS PARTNERS L9.1K shares1.41%2026-06-302026-07-29

WASTE MGMT INC DEL WASTE MGMT INC DEL1.4K shares0.00%2026-06-302026-07-29

IWF ISHARES TR2.5K shares300.00%2026-06-302026-07-29

MET METLIFE INC3.5K shares0.00%2026-06-302026-07-29

EFC ELLINGTON FINANCIAL INC21.2K shares0.00%2026-06-302026-07-29

Sponsored

BN BROOKFIELD CORP6.6K shares-74.29%2026-06-302026-07-29

VOO VANGUARD INDEX FDS403 shares-7.78%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC486 shares-45.88%2026-06-302026-07-29

FRT FEDERAL RLTY INVT TR NEW2.2K shares0.00%2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.3.6K shares0.00%2026-06-302026-07-29

SCHP SCHWAB STRATEGIC TR9.8K shares1.23%2026-06-302026-07-29

HTD HANCOCK JOHN TAX-ADVANTAGED10.1K shares0.00%2026-06-302026-07-29

AVY AVERY DENNISON CORP1.5K shares0.00%2026-06-302026-07-29

Sponsored

WFC WELLS FARGO & CO3.0K shares0.00%2026-06-302026-07-29

ISHARES TR ISHARES TR330 shares10.74%2026-06-302026-07-29

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.4K sharesnew addition2026-06-302026-07-29

TEMA ETF TRUST TEMA ETF TRUST7.8K sharesnew addition2026-06-302026-07-29

WMG WARNER MUSIC GROUP CORP8.5K shares0.61%2026-06-302026-07-29

SMH VANECK ETF TRUST345 shares12.75%2026-06-302026-07-29

VGK VANGUARD INTL EQUITY INDEX F2.5K shares0.00%2026-06-302026-07-29

PAYX PAYCHEX INC2.2K shares0.00%2026-06-302026-07-29

Sponsored

OPP RIVERNORTH DOUBLELINE STRATE27.6K shares1.06%2026-06-302026-07-29

VTV VANGUARD INDEX FDS973 shares0.00%2026-06-302026-07-29

URA GLOBAL X FDS4.8K shares0.00%2026-06-302026-07-29

NUE NUCOR CORP939 sharesnew addition2026-06-302026-07-29

CLSK CLEANSPARK INC14.3K shares-1.73%2026-06-302026-07-29

EW EDWARDS LIFESCIENCES CORP2.3K sharesnew addition2026-06-302026-07-29

BOTZ GLOBAL X FDS5.4K shares0.00%2026-06-302026-07-29

VTWG VANGUARD SCOTTSDALE FDS620 shares0.00%2026-06-302026-07-29

Sponsored

MTB M & T BK CORP747 shares0.00%2026-06-302026-07-29

NZF NUVEEN MUN CR INCOME FD13.5K shares1.74%2026-06-302026-07-29

TIP ISHARES TR1.5K shares0.00%2026-06-302026-07-29

ARK ETF TR ARK ETF TR4.0K sharesnew addition2026-06-302026-07-29

IGV ISHARES TR1.7K shares-74.88%2026-06-302026-07-29

VCIT VANGUARD SCOTTSDALE FDS1.8K shares0.00%2026-06-302026-07-29

LQD ISHARES TR1.2K shares0.97%2026-06-302026-07-29

NVG NUVEEN AMT FREE MUN CR INC F10.2K shares0.00%2026-06-302026-07-29

Sponsored

RXRX RECURSION PHARMACEUTICALS IN33.7K shares9.66%2026-06-302026-07-29

UEC URANIUM ENERGY CORP11.2K shares0.00%2026-06-302026-07-29

DRIV GLOBAL X FDS3.0K shares12.79%2026-06-302026-07-29

WFC-PL WELLS FARGO & CO100 shares0.00%2026-06-302026-07-29

ISRA VANECK ETF TRUST1.8K shares0.00%2026-06-302026-07-29

LTBR LIGHTBRIDGE CORP11.7K shares0.00%2026-06-302026-07-29

ARK ETF TR ARK ETF TR773 sharesnew addition2026-06-302026-07-29

JPC NUVEEN PFD & INCOME OPPORTUN12.3K shares5.65%2026-06-302026-07-29

Sponsored

IHF ISHARES TR1.7K shares0.00%2026-06-302026-07-29

PURR HYPERLIQUID STRATEGIES INC11.9K sharesnew addition2026-06-302026-07-29

ARKX ARK ETF TR2.6K sharesnew addition2026-06-302026-07-29

WHF WHITEHORSE FIN INC12.0K shares0.00%2026-06-302026-07-29

VV VANGUARD INDEX FDS228 shares0.00%2026-06-302026-07-29

IXC ISHARES TR1.5K shares1.44%2026-06-302026-07-29

IJS ISHARES TR533 shares0.00%2026-06-302026-07-29

IJT ISHARES TR400 shares0.00%2026-06-302026-07-29

Sponsored

FNDX SCHWAB STRATEGIC TR2.2K sharesnew addition2026-06-302026-07-29

EFV ISHARES TR830 shares2.72%2026-06-302026-07-29

FXI ISHARES TR2.0K shares0.76%2026-06-302026-07-29

SBET SHARPLINK INC12.9K shares-40.46%2026-06-302026-07-29

IEF ISHARES TR524 shares4.59%2026-06-302026-07-29

AMC AMC ENTMT HLDGS INC25.0K shares0.00%2026-06-302026-07-29

BAC-PL BANK OF AMER CORP20 shares0.00%2026-06-302026-07-29

SPTL SPDR SERIES TRUST788 shares0.00%2026-06-302026-07-29

Sponsored

IBB ISHARES TR40 shares0.00%2026-06-302026-07-29

AIQ GLOBAL X FDS98 shares0.00%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS16 shares0.00%2026-06-302026-07-29

PYLD PIMCO ETF TR48 sharesnew addition2026-06-302026-07-29

SCZ ISHARES TR13 sharesnew addition2026-06-302026-07-29

IGF ISHARES TR13 sharesnew addition2026-06-302026-07-29

HYG ISHARES TR1 shares0.00%2026-06-302026-07-29

IVW

ISHARES TR

-3.69%

Shares279.4K

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR

0.51%

Shares158.8K

Event2026-06-30

Filed2026-07-29

IWN

ISHARES TR

-0.16%

Shares115.2K

Event2026-06-30

Filed2026-07-29

IWO

ISHARES TR

-0.83%

Shares60.6K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

1.76%

Shares32.0K

Event2026-06-30

Filed2026-07-29

DVY

ISHARES TR

0.73%

Shares99.2K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

-0.82%

Shares37.8K

Event2026-06-30

Filed2026-07-29

IWS

ISHARES TR

0.92%

Shares53.2K

Event2026-06-30

Filed2026-07-29

IWP

ISHARES TR

-0.01%

Shares52.2K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

-0.07%

Shares70.9K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

-3.63%

Shares34.6K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

0.30%

Shares6.6K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

-0.81%

Shares13.3K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

-1.05%

Shares14.2K

Event2026-06-30

Filed2026-07-29

IOO

ISHARES TR

0.14%

Shares29.7K

Event2026-06-30

Filed2026-07-29

CWB

SPDR SERIES TRUST

0.30%

Shares30.3K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

-4.08%

Shares9.5K

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

1.71%

Shares49.2K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-55.88%

Shares3.5K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

500.23%

Shares28.8K

Event2026-06-30

Filed2026-07-29

FBND

FIDELITY MERRIMACK STR TR

-5.58%

Shares54.2K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.18%

Shares4.4K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

-2.69%

Shares7.2K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

4.38%

Shares5.5K

Event2026-06-30

Filed2026-07-29

PFF

ISHARES TR

12.80%

Shares64.6K

Event2026-06-30

Filed2026-07-29

SCCO

SOUTHERN COPPER CORP

1.00%

Shares9.9K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

-30.91%

Shares4.2K

Event2026-06-30

Filed2026-07-29

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares19.1K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-29

XAR

SPDR SERIES TRUST

0.02%

Shares5.0K

Event2026-06-30

Filed2026-07-29

ALLISON TRANSMISSION HLDGS I

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-29

IBIT

ISHARES BITCOIN TRUST ETF

-26.19%

Shares39.0K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

0.04%

Shares4.6K

Event2026-06-30

Filed2026-07-29

PAVE

GLOBAL X FDS

0.00%

Shares21.8K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-29

XLE

SELECT SECTOR SPDR TR

0.48%

Shares23.1K

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-29

SON

SONOCO PRODS CO

0.84%

Shares21.1K

Event2026-06-30

Filed2026-07-29

ITA

ISHARES TR

0.08%

Shares4.9K

Event2026-06-30

Filed2026-07-29

CQP

CHENIERE ENERGY PARTNERS L P

1.23%

Shares18.3K

Event2026-06-30

Filed2026-07-29

ALPS ETF TR

0.26%

Shares21.2K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

0.68%

Shares7.1K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

13.38%

Shares2.9K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

0.50%

Shares4.6K

Event2026-06-30

Filed2026-07-29

PFXF

VANECK ETF TRUST

0.00%

Shares53.2K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

0.74%

Shares12.0K

Event2026-06-30

Filed2026-07-29

SELECT SECTOR SPDR TR

0.00%

Shares20.4K

Event2026-06-30

Filed2026-07-29

MINT

PIMCO ETF TR

0.08%

Shares9.1K

Event2026-06-30

Filed2026-07-29

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-29

CLOUDFLARE INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-29

XLF

SELECT SECTOR SPDR TR

0.16%

Shares16.3K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

0.00%

Shares683

Event2026-06-30

Filed2026-07-29

BLACKSTONE INC

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-29

CONSOLIDATED EDISON INC

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

0.01%

Shares8.7K

Event2026-06-30

Filed2026-07-29

LAMR

LAMAR ADVERTISING CO

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INC

0.00%

Shares708

Event2026-06-30

Filed2026-07-29

XBI

SPDR SERIES TRUST

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-29

VOT

VANGUARD INDEX FDS

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-29

EEM

ISHARES TR

0.44%

Shares9.3K

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-29

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-29

IYW

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

0.04%

Shares2.3K

Event2026-06-30

Filed2026-07-29

SEA LTD

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-29

GLTR

ABRDN PRECIOUS METALS BASKET

-37.49%

Shares3.2K

Event2026-06-30

Filed2026-07-29

DATADOG INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-29

HEI

HEICO CORP NEW

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-29

LEN

LENNAR CORP

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

New

Shares3.4K

Event2026-06-30

Filed2026-07-29

WMB

WILLIAMS COS INC

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-29

NLR

VANECK ETF TRUST

3.68%

Shares4.0K

Event2026-06-30

Filed2026-07-29

SNOWFLAKE INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

FORD MTR CO

-3.59%

Shares32.2K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

UBER

UBER TECHNOLOGIES INC

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-29

SHOP

SHOPIFY INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-29

XYZ

BLOCK INC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-29

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

-43.18%

Shares658

Event2026-06-30

Filed2026-07-29

AT&T INC

0.85%

Shares18.4K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

-18.66%

Shares981

Event2026-06-30

Filed2026-07-29

ENB

ENBRIDGE INC

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-29

OKLO

OKLO INC

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-29

FTF

FRANKLIN LTD DURATION INCOME

0.56%

Shares60.3K

Event2026-06-30

Filed2026-07-29

APOLLO GLOBAL MGMT INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

ALIBABA GROUP HLDG LTD

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-29

EPD

ENTERPRISE PRODS PARTNERS L

1.41%

Shares9.1K

Event2026-06-30

Filed2026-07-29

WASTE MGMT INC DEL

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

300.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

MET

METLIFE INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-29

EFC

ELLINGTON FINANCIAL INC

0.00%

Shares21.2K

Event2026-06-30

Filed2026-07-29

BROOKFIELD CORP

-74.29%

Shares6.6K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

-7.78%

Shares403

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

-45.88%

Shares486

Event2026-06-30

Filed2026-07-29

FRT

FEDERAL RLTY INVT TR NEW

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-29

SCHP

SCHWAB STRATEGIC TR

1.23%

Shares9.8K

Event2026-06-30

Filed2026-07-29

HTD

HANCOCK JOHN TAX-ADVANTAGED

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-29

AVY

AVERY DENNISON CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

ISHARES TR

10.74%

Shares330

Event2026-06-30

Filed2026-07-29

SPACE EXPLORATION TECHN CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

TEMA ETF TRUST

New

Shares7.8K

Event2026-06-30

Filed2026-07-29

WMG

WARNER MUSIC GROUP CORP

0.61%

Shares8.5K

Event2026-06-30

Filed2026-07-29

SMH

VANECK ETF TRUST

12.75%

Shares345

Event2026-06-30

Filed2026-07-29

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

PAYX

PAYCHEX INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-29

OPP

RIVERNORTH DOUBLELINE STRATE

1.06%

Shares27.6K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

0.00%

Shares973

Event2026-06-30

Filed2026-07-29

URA

GLOBAL X FDS

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-29

NUE

NUCOR CORP

New

Shares939

Event2026-06-30

Filed2026-07-29

CLSK

CLEANSPARK INC

-1.73%

Shares14.3K

Event2026-06-30

Filed2026-07-29

EDWARDS LIFESCIENCES CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-29

BOTZ

GLOBAL X FDS

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-29

VTWG

VANGUARD SCOTTSDALE FDS

0.00%

Shares620

Event2026-06-30

Filed2026-07-29

MTB

M & T BK CORP

0.00%

Shares747

Event2026-06-30

Filed2026-07-29

NZF

NUVEEN MUN CR INCOME FD

1.74%

Shares13.5K

Event2026-06-30

Filed2026-07-29

TIP

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

ARK ETF TR

New

Shares4.0K

Event2026-06-30

Filed2026-07-29

IGV

ISHARES TR

-74.88%

Shares1.7K

Event2026-06-30

Filed2026-07-29

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

LQD

ISHARES TR

0.97%

Shares1.2K

Event2026-06-30

Filed2026-07-29

NVG

NUVEEN AMT FREE MUN CR INC F

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-29

RXRX

RECURSION PHARMACEUTICALS IN

9.66%

Shares33.7K

Event2026-06-30

Filed2026-07-29

UEC

URANIUM ENERGY CORP

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-29

DRIV

GLOBAL X FDS

12.79%

Shares3.0K

Event2026-06-30

Filed2026-07-29

WFC-PL

WELLS FARGO & CO

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

ISRA

VANECK ETF TRUST

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

LTBR

LIGHTBRIDGE CORP

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-29

ARK ETF TR

New

Shares773

Event2026-06-30

Filed2026-07-29

JPC

NUVEEN PFD & INCOME OPPORTUN

5.65%

Shares12.3K

Event2026-06-30

Filed2026-07-29

IHF

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

PURR

HYPERLIQUID STRATEGIES INC

New

Shares11.9K

Event2026-06-30

Filed2026-07-29

ARKX

ARK ETF TR

New

Shares2.6K

Event2026-06-30

Filed2026-07-29

WHF

WHITEHORSE FIN INC

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.00%

Shares228

Event2026-06-30

Filed2026-07-29

IXC

ISHARES TR

1.44%

Shares1.5K

Event2026-06-30

Filed2026-07-29

IJS

ISHARES TR

0.00%

Shares533

Event2026-06-30

Filed2026-07-29

IJT

ISHARES TR

0.00%

Shares400

Event2026-06-30

Filed2026-07-29

FNDX

SCHWAB STRATEGIC TR

New

Shares2.2K

Event2026-06-30

Filed2026-07-29

EFV

ISHARES TR

2.72%

Shares830

Event2026-06-30

Filed2026-07-29

FXI

ISHARES TR

0.76%

Shares2.0K

Event2026-06-30

Filed2026-07-29

SBET

SHARPLINK INC

-40.46%

Shares12.9K

Event2026-06-30

Filed2026-07-29

IEF

ISHARES TR

4.59%

Shares524

Event2026-06-30

Filed2026-07-29

AMC

AMC ENTMT HLDGS INC

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-29

BAC-PL

BANK OF AMER CORP

0.00%

Shares20

Event2026-06-30

Filed2026-07-29

SPTL

SPDR SERIES TRUST

0.00%

Shares788

Event2026-06-30

Filed2026-07-29

IBB

ISHARES TR

0.00%

Shares40

Event2026-06-30

Filed2026-07-29

AIQ

GLOBAL X FDS

0.00%

Shares98

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.00%

Shares16

Event2026-06-30

Filed2026-07-29

PYLD

PIMCO ETF TR

New

Shares48

Event2026-06-30

Filed2026-07-29

SCZ

ISHARES TR

New

Shares13

Event2026-06-30

Filed2026-07-29

IGF

ISHARES TR

New

Shares13

Event2026-06-30

Filed2026-07-29

HYG

ISHARES TR

0.00%

Shares1

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available