Sponsored

The Analysis of SONATA CAPITAL GROUP INC's Holdings & P&L

Currently, SONATA CAPITAL GROUP INC holds 128 types of securities in its portfolio with a total value $309.9M. In the most recent quarter, they have increased their positions in IWF (+127.7K shares, valued at $15.9M), IVE (+13.4K shares, valued at $3.1M), IVW (+15.3K shares, valued at $2.1M); decreased their positions in IWR (-17.9K shares, valued at $2.0M), VIS (-1.0K shares, valued at $365.8K), IBM (-875 shares, valued at $246.1K); initiated new positions in N/A (+6.0K shares, valued at $581.5K), AMD (+950 shares, valued at $551.9K), INTC (+2.3K shares, valued at $323.4K).

1M P&L

-584.9K-0.21%

3M P&L

+11.6M+4.27%

HY P&L

-38.2M-11.89%

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/A219.6M

79.5%

2Consumer Electronics15.5M

5.6%

3Software - Infrastructure11.6M

4.2%

Top Industries by Stock Count

1N/A85 stocks

73.9%

2Semiconductors3 stocks

2.6%

3Banks - Diversified3 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWF ISHARES TR170.1K shares301.34%2026-06-302026-07-24

IWR ISHARES TR149.7K shares-10.69%2026-06-302026-07-24

IWD ISHARES TR67.6K shares1.39%2026-06-302026-07-24

AAPL APPLE INC53.4K shares0.00%2026-06-302026-07-24

IWN ISHARES TR60.5K shares-0.73%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS35.8K shares0.64%2026-06-302026-07-24

IVW ISHARES TR86.6K shares21.38%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS72.7K shares5.12%2026-06-302026-07-24

Sponsored

MSFT MICROSOFT CORP30.4K shares0.07%2026-06-302026-07-24

AMZN AMAZON COM INC37.6K shares3.31%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL14.8K shares3.32%2026-06-302026-07-24

IBDT ISHARES TR262.0K shares5.46%2026-06-302026-07-24

IJH ISHARES TR84.9K shares10.48%2026-06-302026-07-24

IJS ISHARES TR47.7K shares4.05%2026-06-302026-07-24

IBDS ISHARES TR237.1K shares0.07%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T7.6K shares4.88%2026-06-302026-07-24

Sponsored

IVE ISHARES TR25.1K shares115.49%2026-06-302026-07-24

MDY STATE STR SPDR S&P MIDCAP 407.8K shares2.81%2026-06-302026-07-24

ISHARES TR ISHARES TR6.8K shares1.43%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR23.0K shares3.34%2026-06-302026-07-24

IBDU ISHARES TR185.7K shares12.56%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO11.5K shares0.88%2026-06-302026-07-24

DVY ISHARES TR23.4K shares0.14%2026-06-302026-07-24

VBR VANGUARD INDEX FDS14.8K shares1.37%2026-06-302026-07-24

Sponsored

IBDR ISHARES TR138.8K shares-4.96%2026-06-302026-07-24

VTEB VANGUARD MUN BD FDS60.2K shares4.33%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS12.7K shares-0.82%2026-06-302026-07-24

IWM ISHARES TR9.2K shares11.28%2026-06-302026-07-24

IBMP ISHARES TR106.5K shares2.17%2026-06-302026-07-24

IBMQ ISHARES TR104.4K shares0.95%2026-06-302026-07-24

IYW ISHARES TR10.5K shares0.00%2026-06-302026-07-24

IJT ISHARES TR14.1K shares1.74%2026-06-302026-07-24

Sponsored

IWO ISHARES TR6.3K shares-6.45%2026-06-302026-07-24

IBMO ISHARES TR95.7K shares0.00%2026-06-302026-07-24

IJJ ISHARES TR16.3K shares0.56%2026-06-302026-07-24

MUB ISHARES TR21.3K shares0.44%2026-06-302026-07-24

GOOG ALPHABET INC6.0K shares0.42%2026-06-302026-07-24

VIS VANGUARD WORLD FD5.6K shares-15.29%2026-06-302026-07-24

IBDV ISHARES TR86.6K shares26.49%2026-06-302026-07-24

DTD WISDOMTREE TR19.0K shares0.00%2026-06-302026-07-24

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.8K shares-1.10%2026-06-302026-07-24

VONG VANGUARD SCOTTSDALE FDS13.0K shares-0.94%2026-06-302026-07-24

NVDA NVIDIA CORPORATION7.8K shares-0.05%2026-06-302026-07-24

IWS ISHARES TR9.3K shares2.76%2026-06-302026-07-24

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS18.5K shares-2.26%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC2.6K shares3.84%2026-06-302026-07-24

EEM ISHARES TR20.8K shares-9.29%2026-06-302026-07-24

Sponsored

QQQ INVESCO QQQ TR1.9K shares-0.72%2026-06-302026-07-24

LQD ISHARES TR12.9K shares-10.53%2026-06-302026-07-24

IWV ISHARES TR3.2K shares-0.62%2026-06-302026-07-24

IJR ISHARES TR8.3K shares3.75%2026-06-302026-07-24

VDE VANGUARD WORLD FD7.9K shares-5.94%2026-06-302026-07-24

VGK VANGUARD INTL EQUITY INDEX F13.1K shares0.50%2026-06-302026-07-24

VGT VANGUARD WORLD FD9.6K shares708.44%2026-06-302026-07-24

VCIT VANGUARD SCOTTSDALE FDS13.2K shares-0.94%2026-06-302026-07-24

Sponsored

SUB ISHARES TR10.1K shares-0.98%2026-06-302026-07-24

ICF ISHARES TR15.1K shares-6.40%2026-06-302026-07-24

EFA ISHARES TR9.7K shares6.18%2026-06-302026-07-24

IEMG ISHARES INC12.1K shares226.89%2026-06-302026-07-24

GOOGL ALPHABET INC2.7K shares0.00%2026-06-302026-07-24

IBDX ISHARES TR38.4K shares0.56%2026-06-302026-07-24

IBDW ISHARES TR40.7K shares0.60%2026-06-302026-07-24

VO VANGUARD INDEX FDS10.3K shares235.11%2026-06-302026-07-24

Sponsored

ETN EATON CORP PLC1.8K shares0.00%2026-06-302026-07-24

XSD SPDR SERIES TRUST1.3K shares0.00%2026-06-302026-07-24

CWB SPDR SERIES TRUST6.5K shares0.00%2026-06-302026-07-24

BIV VANGUARD BD INDEX FDS8.5K shares0.89%2026-06-302026-07-24

IYC ISHARES TR6.3K shares-3.79%2026-06-302026-07-24

FNF FIDELITY NATL FINL INC13.5K shares0.00%2026-06-302026-07-24

PFF ISHARES TR20.4K shares-5.82%2026-06-302026-07-24

HYG ISHARES TR7.6K shares0.00%2026-06-302026-07-24

Sponsored

BND VANGUARD BD INDEX FDS8.1K shares0.00%2026-06-302026-07-24

ORACLE CORP ORACLE CORP4.0K shares0.00%2026-06-302026-07-24

ISHARES TR ISHARES TR6.0K sharesnew addition2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS2.1K shares-29.81%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON2.2K shares0.00%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC950 sharesnew addition2026-06-302026-07-24

IBMR ISHARES TR19.7K shares0.00%2026-06-302026-07-24

SBUX STARBUCKS CORP4.8K shares0.00%2026-06-302026-07-24

Sponsored

SPYG SPDR SERIES TRUST4.1K shares-0.15%2026-06-302026-07-24

CMF ISHARES TR8.2K shares27.12%2026-06-302026-07-24

BINC BLACKROCK ETF TRUST II8.5K shares58.94%2026-06-302026-07-24

ARTY ISHARES TR5.8K shares0.00%2026-06-302026-07-24

VOE VANGUARD INDEX FDS2.2K shares0.00%2026-06-302026-07-24

ISHARES TR ISHARES TR4.4K shares0.00%2026-06-302026-07-24

IAK ISHARES TR3.0K shares-4.69%2026-06-302026-07-24

VISA INC VISA INC1.2K shares0.00%2026-06-302026-07-24

Sponsored

IYY ISHARES TR2.3K shares0.00%2026-06-302026-07-24

BAC BANK OF AMER CORP7.1K shares0.00%2026-06-302026-07-24

LLY ELI LILLY & CO336 shares0.00%2026-06-302026-07-24

JMST J P MORGAN EXCHANGE TRADED F7.8K shares0.00%2026-06-302026-07-24

DIA STATE STR SPDR DOW JONES IND750 shares0.00%2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR7.1K shares0.37%2026-06-302026-07-24

MO ALTRIA GROUP INC4.9K shares0.00%2026-06-302026-07-24

GLD SPDR GOLD TR900 shares28.57%2026-06-302026-07-24

Sponsored

CISCO SYS INC CISCO SYS INC2.8K shares0.00%2026-06-302026-07-24

MRK MERCK & CO INC2.5K shares-10.19%2026-06-302026-07-24

INTC INTEL CORP2.3K sharesnew addition2026-06-302026-07-24

XLF SELECT SECTOR SPDR TR5.9K shares-14.49%2026-06-302026-07-24

CVX CHEVRON CORPORATION1.9K shares-6.68%2026-06-302026-07-24

CP CANADIAN PACIFIC KANSAS CITY3.6K shares0.00%2026-06-302026-07-24

MCD MCDONALDS CORP1.2K shares0.00%2026-06-302026-07-24

PCAR PACCAR INC2.5K shares0.00%2026-06-302026-07-24

Sponsored

IYR ISHARES TR3.0K shares0.00%2026-06-302026-07-24

PG PROCTER & GAMBLE CO2.1K shares0.00%2026-06-302026-07-24

VTHR VANGUARD SCOTTSDALE FDS910 shares0.00%2026-06-302026-07-24

JEPI J P MORGAN EXCHANGE TRADED F5.3K shares19.12%2026-06-302026-07-24

VHT VANGUARD WORLD FD985 shares0.00%2026-06-302026-07-24

DOV DOVER CORP1.3K shares0.00%2026-06-302026-07-24

VUG VANGUARD INDEX FDS3.4K shares500.00%2026-06-302026-07-24

WFC WELLS FARGO & CO3.4K shares-22.65%2026-06-302026-07-24

Sponsored

VTV VANGUARD INDEX FDS1.3K shares0.00%2026-06-302026-07-24

IGV ISHARES TR3.1K sharesnew addition2026-06-302026-07-24

XBI SPDR SERIES TRUST1.8K shares9.38%2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC665 sharesnew addition2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC800 sharesnew addition2026-06-302026-07-24

IYK ISHARES TR3.7K shares-9.71%2026-06-302026-07-24

IYH ISHARES TR4.0K shares0.00%2026-06-302026-07-24

IYJ ISHARES TR1.6K shares-20.00%2026-06-302026-07-24

Sponsored

CRM SALESFORCE INC1.6K shares23.17%2026-06-302026-07-24

USIG ISHARES TR4.7K shares0.00%2026-06-302026-07-24

C CITIGROUP INC1.6K sharesnew addition2026-06-302026-07-24

BA BOEING CO1.0K shares0.00%2026-06-302026-07-24

SOUTHERN CO SOUTHERN CO2.3K shares0.00%2026-06-302026-07-24

PSCI INVESCO EXCH TRADED FD TR II1.2K sharesnew addition2026-06-302026-07-24

CAT CATERPILLAR INC200 sharesnew addition2026-06-302026-07-24

IWB ISHARES TR500 sharesnew addition2026-06-302026-07-24

Sponsored

IWF

ISHARES TR

301.34%

Shares170.1K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

-10.69%

Shares149.7K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

1.39%

Shares67.6K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

0.00%

Shares53.4K

Event2026-06-30

Filed2026-07-24

IWN

ISHARES TR

-0.73%

Shares60.5K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.64%

Shares35.8K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

21.38%

Shares86.6K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

5.12%

Shares72.7K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

0.07%

Shares30.4K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

3.31%

Shares37.6K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

3.32%

Shares14.8K

Event2026-06-30

Filed2026-07-24

IBDT

ISHARES TR

5.46%

Shares262.0K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

10.48%

Shares84.9K

Event2026-06-30

Filed2026-07-24

IJS

ISHARES TR

4.05%

Shares47.7K

Event2026-06-30

Filed2026-07-24

IBDS

ISHARES TR

0.07%

Shares237.1K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

4.88%

Shares7.6K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

115.49%

Shares25.1K

Event2026-06-30

Filed2026-07-24

MDY

STATE STR SPDR S&P MIDCAP 40

2.81%

Shares7.8K

Event2026-06-30

Filed2026-07-24

ISHARES TR

1.43%

Shares6.8K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

3.34%

Shares23.0K

Event2026-06-30

Filed2026-07-24

IBDU

ISHARES TR

12.56%

Shares185.7K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

0.88%

Shares11.5K

Event2026-06-30

Filed2026-07-24

DVY

ISHARES TR

0.14%

Shares23.4K

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD INDEX FDS

1.37%

Shares14.8K

Event2026-06-30

Filed2026-07-24

IBDR

ISHARES TR

-4.96%

Shares138.8K

Event2026-06-30

Filed2026-07-24

VTEB

VANGUARD MUN BD FDS

4.33%

Shares60.2K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

-0.82%

Shares12.7K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

11.28%

Shares9.2K

Event2026-06-30

Filed2026-07-24

IBMP

ISHARES TR

2.17%

Shares106.5K

Event2026-06-30

Filed2026-07-24

IBMQ

ISHARES TR

0.95%

Shares104.4K

Event2026-06-30

Filed2026-07-24

IYW

ISHARES TR

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-24

IJT

ISHARES TR

1.74%

Shares14.1K

Event2026-06-30

Filed2026-07-24

IWO

ISHARES TR

-6.45%

Shares6.3K

Event2026-06-30

Filed2026-07-24

IBMO

ISHARES TR

0.00%

Shares95.7K

Event2026-06-30

Filed2026-07-24

IJJ

ISHARES TR

0.56%

Shares16.3K

Event2026-06-30

Filed2026-07-24

MUB

ISHARES TR

0.44%

Shares21.3K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

0.42%

Shares6.0K

Event2026-06-30

Filed2026-07-24

VIS

VANGUARD WORLD FD

-15.29%

Shares5.6K

Event2026-06-30

Filed2026-07-24

IBDV

ISHARES TR

26.49%

Shares86.6K

Event2026-06-30

Filed2026-07-24

DTD

WISDOMTREE TR

0.00%

Shares19.0K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

-1.10%

Shares1.8K

Event2026-06-30

Filed2026-07-24

VONG

VANGUARD SCOTTSDALE FDS

-0.94%

Shares13.0K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

-0.05%

Shares7.8K

Event2026-06-30

Filed2026-07-24

IWS

ISHARES TR

2.76%

Shares9.3K

Event2026-06-30

Filed2026-07-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

-2.26%

Shares18.5K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

3.84%

Shares2.6K

Event2026-06-30

Filed2026-07-24

EEM

ISHARES TR

-9.29%

Shares20.8K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

-0.72%

Shares1.9K

Event2026-06-30

Filed2026-07-24

LQD

ISHARES TR

-10.53%

Shares12.9K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR

-0.62%

Shares3.2K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

3.75%

Shares8.3K

Event2026-06-30

Filed2026-07-24

VDE

VANGUARD WORLD FD

-5.94%

Shares7.9K

Event2026-06-30

Filed2026-07-24

VGK

VANGUARD INTL EQUITY INDEX F

0.50%

Shares13.1K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

708.44%

Shares9.6K

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD SCOTTSDALE FDS

-0.94%

Shares13.2K

Event2026-06-30

Filed2026-07-24

SUB

ISHARES TR

-0.98%

Shares10.1K

Event2026-06-30

Filed2026-07-24

ICF

ISHARES TR

-6.40%

Shares15.1K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

6.18%

Shares9.7K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

226.89%

Shares12.1K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

IBDX

ISHARES TR

0.56%

Shares38.4K

Event2026-06-30

Filed2026-07-24

IBDW

ISHARES TR

0.60%

Shares40.7K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

235.11%

Shares10.3K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

XSD

SPDR SERIES TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

CWB

SPDR SERIES TRUST

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-24

BIV

VANGUARD BD INDEX FDS

0.89%

Shares8.5K

Event2026-06-30

Filed2026-07-24

IYC

ISHARES TR

-3.79%

Shares6.3K

Event2026-06-30

Filed2026-07-24

FNF

FIDELITY NATL FINL INC

0.00%

Shares13.5K

Event2026-06-30

Filed2026-07-24

PFF

ISHARES TR

-5.82%

Shares20.4K

Event2026-06-30

Filed2026-07-24

HYG

ISHARES TR

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

ISHARES TR

New

Shares6.0K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

-29.81%

Shares2.1K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

New

Shares950

Event2026-06-30

Filed2026-07-24

IBMR

ISHARES TR

0.00%

Shares19.7K

Event2026-06-30

Filed2026-07-24

SBUX

STARBUCKS CORP

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

SPYG

SPDR SERIES TRUST

-0.15%

Shares4.1K

Event2026-06-30

Filed2026-07-24

CMF

ISHARES TR

27.12%

Shares8.2K

Event2026-06-30

Filed2026-07-24

BINC

BLACKROCK ETF TRUST II

58.94%

Shares8.5K

Event2026-06-30

Filed2026-07-24

ARTY

ISHARES TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-24

VOE

VANGUARD INDEX FDS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-24

IAK

ISHARES TR

-4.69%

Shares3.0K

Event2026-06-30

Filed2026-07-24

VISA INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IYY

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

0.00%

Shares336

Event2026-06-30

Filed2026-07-24

JMST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-24

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares750

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

0.37%

Shares7.1K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

28.57%

Shares900

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

-10.19%

Shares2.5K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

-14.49%

Shares5.9K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

-6.68%

Shares1.9K

Event2026-06-30

Filed2026-07-24

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

PCAR

PACCAR INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

IYR

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

VTHR

VANGUARD SCOTTSDALE FDS

0.00%

Shares910

Event2026-06-30

Filed2026-07-24

JEPI

J P MORGAN EXCHANGE TRADED F

19.12%

Shares5.3K

Event2026-06-30

Filed2026-07-24

VHT

VANGUARD WORLD FD

0.00%

Shares985

Event2026-06-30

Filed2026-07-24

DOV

DOVER CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

500.00%

Shares3.4K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO

-22.65%

Shares3.4K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

IGV

ISHARES TR

New

Shares3.1K

Event2026-06-30

Filed2026-07-24

XBI

SPDR SERIES TRUST

9.38%

Shares1.8K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

New

Shares665

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

New

Shares800

Event2026-06-30

Filed2026-07-24

IYK

ISHARES TR

-9.71%

Shares3.7K

Event2026-06-30

Filed2026-07-24

IYH

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

IYJ

ISHARES TR

-20.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

23.17%

Shares1.6K

Event2026-06-30

Filed2026-07-24

USIG

ISHARES TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-24

BOEING CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

PSCI

INVESCO EXCH TRADED FD TR II

New

Shares1.2K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

New

Shares200

Event2026-06-30

Filed2026-07-24

IWB

ISHARES TR

New

Shares500

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available