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The Analysis of WealthBridge Capital Management, LLC's Holdings & P&L

Currently, WealthBridge Capital Management, LLC holds 235 types of securities in its portfolio with a total value $503.1M. In the most recent quarter, they have increased their positions in IWF (+18.0K shares, valued at $2.2M), PTH (+37.0K shares, valued at $2.2M), PGR (+7.3K shares, valued at $1.6M); decreased their positions in BRK.B (-2.2K shares, valued at $1.1M), SHLD (-17.6K shares, valued at $1.1M), SMH (-1.6K shares, valued at $1.0M); initiated new positions in PTH (+37.0K shares, valued at $2.2M), PGR (+7.3K shares, valued at $1.6M), EFA (+10.1K shares, valued at $1.0M).

1M P&L

-4.5M-1.20%

3M P&L

-33.0M-8.15%

HY P&L

-25.9M-6.51%

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/A275.3M

69.8%

2Consumer Electronics15.8M

4.0%

3Insurance - Diversified14.2M

3.6%

Top Industries by Stock Count

1N/A147 stocks

69.7%

2Semiconductors4 stocks

1.9%

3Drug Manufacturers - General3 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR67.1K shares3.13%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T115.8K shares2.02%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T32.5K shares0.71%2026-06-302026-07-24

BKLC BNY MELLON ETF TRUST155.8K shares6.79%2026-06-302026-07-24

QQQ INVESCO QQQ TR30.3K shares3.30%2026-06-302026-07-24

AAPL APPLE INC54.7K shares7.80%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL28.3K shares-7.29%2026-06-302026-07-24

AMZN AMAZON COM INC49.7K shares-0.32%2026-06-302026-07-24

Sponsored

NVDA NVIDIA CORPORATION56.8K shares-1.12%2026-06-302026-07-24

IGM ISHARES TR66.2K shares-2.43%2026-06-302026-07-24

GOOG ALPHABET INC27.3K shares-3.73%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS57.5K shares-0.29%2026-06-302026-07-24

GLD SPDR GOLD TR21.4K shares0.08%2026-06-302026-07-24

GRID FIRST TR EXCHANGE-TRADED FD41.0K shares7.07%2026-06-302026-07-24

IYW ISHARES TR30.2K shares-3.61%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS30.9K shares-0.24%2026-06-302026-07-24

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD51.9K shares14.09%2026-06-302026-07-24

LLY ELI LILLY & CO5.6K shares-0.48%2026-06-302026-07-24

PAVE GLOBAL X FDS102.0K shares13.56%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS15.0K shares1.71%2026-06-302026-07-24

USMV ISHARES TR54.2K shares-7.27%2026-06-302026-07-24

EMR EMERSON ELEC CO35.7K shares-0.02%2026-06-302026-07-24

ICSH ISHARES TR99.9K shares1.15%2026-06-302026-07-24

MSFT MICROSOFT CORP13.3K shares4.49%2026-06-302026-07-24

Sponsored

XLI SELECT SECTOR SPDR TR25.0K shares4.09%2026-06-302026-07-24

IWM ISHARES TR15.3K shares-1.38%2026-06-302026-07-24

PRFZ INVESCO EXCHANGE TRADED FD T78.8K shares2.50%2026-06-302026-07-24

BTT BLACKROCK MUN TARGET TERM TR191.2K shares-2.39%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO10.5K shares0.30%2026-06-302026-07-24

ABBVIE INC ABBVIE INC13.2K shares0.68%2026-06-302026-07-24

FGD FIRST TR EXCHANGE-TRADED FD100.5K shares16.50%2026-06-302026-07-24

GOOGL ALPHABET INC8.8K shares1.17%2026-06-302026-07-24

Sponsored

PLPC PREFORMED LINE PRODS CO7.6K shares0.00%2026-06-302026-07-24

MDY STATE STR SPDR S&P MIDCAP 404.4K shares0.38%2026-06-302026-07-24

ALPS ETF TR ALPS ETF TR58.8K shares4.31%2026-06-302026-07-24

IWF ISHARES TR23.9K shares304.73%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED5.5K shares0.78%2026-06-302026-07-24

FDN FIRST TR EXCHANGE-TRADED FD10.7K shares-18.75%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP20.6K shares28.24%2026-06-302026-07-24

AIVL WISDOMTREE TR20.9K shares-1.04%2026-06-302026-07-24

Sponsored

IVE ISHARES TR11.8K shares-1.01%2026-06-302026-07-24

SPLV INVESCO EXCH TRADED FD TR II32.5K shares-2.20%2026-06-302026-07-24

DVY ISHARES TR15.5K shares0.23%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC4.3K shares-2.79%2026-06-302026-07-24

PTH INVESCO EXCHANGE TRADED FD T37.0K sharesnew addition2026-06-302026-07-24

DIA STATE STR SPDR DOW JONES IND4.2K shares0.00%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC1.7K shares-6.00%2026-06-302026-07-24

TSLA TESLA INC4.7K shares-2.89%2026-06-302026-07-24

Sponsored

VBF INVESCO BD FD125.6K shares-4.17%2026-06-302026-07-24

FPE FIRST TR EXCH TRADED FD III106.4K shares7.23%2026-06-302026-07-24

BROADCOM INC BROADCOM INC5.0K shares-2.80%2026-06-302026-07-24

VISA INC VISA INC5.5K shares3.85%2026-06-302026-07-24

QQEW FIRST TR EXCHANGE-TRADED FD11.7K shares-7.27%2026-06-302026-07-24

MADE ISHARES TR47.1K shares-21.56%2026-06-302026-07-24

JMST J P MORGAN EXCHANGE TRADED F36.2K shares3.08%2026-06-302026-07-24

FSIG FIRST TR EXCHANGE-TRADED FD96.3K shares8.64%2026-06-302026-07-24

Sponsored

ROKT SPDR SERIES TRUST15.2K shares8.07%2026-06-302026-07-24

TRFK PACER FDS TR16.5K shares-19.83%2026-06-302026-07-24

DLN WISDOMTREE TR18.2K shares0.00%2026-06-302026-07-24

NOBL PROSHARES TR31.0K shares99.62%2026-06-302026-07-24

VOO VANGUARD INDEX FDS2.5K shares6.36%2026-06-302026-07-24

IAU ISHARES GOLD TR22.4K shares-4.14%2026-06-302026-07-24

RSPS INVESCO EXCHANGE TRADED FD T55.7K shares-5.09%2026-06-302026-07-24

LRCX LAM RESEARCH CORP3.8K shares0.00%2026-06-302026-07-24

Sponsored

RSHO TEMA ETF TRUST26.4K shares-2.21%2026-06-302026-07-24

PGR PROGRESSIVE CORP7.3K sharesnew addition2026-06-302026-07-24

DGRW WISDOMTREE TR16.0K shares-3.61%2026-06-302026-07-24

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

DTE DTE ENERGY CO9.6K shares4.50%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR46.2K shares0.90%2026-06-302026-07-24

FBND FIDELITY MERRIMACK STR TR32.0K shares-8.09%2026-06-302026-07-24

XAR SPDR SERIES TRUST5.1K shares8.07%2026-06-302026-07-24

Sponsored

GOVI INVESCO EXCH TRADED FD TR II52.4K shares33.72%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.19.9K shares-1.86%2026-06-302026-07-24

CIBR FIRST TR EXCHANGE-TRADED FD15.3K shares0.01%2026-06-302026-07-24

APH AMPHENOL CORP7.8K shares4.39%2026-06-302026-07-24

IVOO VANGUARD ADMIRAL FDS INC10.5K shares-0.32%2026-06-302026-07-24

SMH VANECK ETF TRUST2.1K shares-43.29%2026-06-302026-07-24

HYD VANECK ETF TRUST25.6K shares16.01%2026-06-302026-07-24

GTOP GOLDMAN SACHS ETF TR26.5K shares-2.39%2026-06-302026-07-24

Sponsored

PG PROCTER & GAMBLE CO8.0K shares-0.14%2026-06-302026-07-24

FITE SPDR SERIES TRUST10.4K shares0.63%2026-06-302026-07-24

FUMB FIRST TR EXCH TRADED FD III57.3K shares4.58%2026-06-302026-07-24

VO VANGUARD INDEX FDS14.2K shares298.23%2026-06-302026-07-24

QLD PROSHARES TR11.5K shares-31.55%2026-06-302026-07-24

VRT VERTIV HOLDINGS CO3.2K shares-17.99%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC1.1K shares9.13%2026-06-302026-07-24

EFA ISHARES TR10.1K sharesnew addition2026-06-302026-07-24

Sponsored

IRM IRON MTN INC DEL8.1K shares95.04%2026-06-302026-07-24

HDV ISHARES TR37.0K shares421.82%2026-06-302026-07-24

WUGI INVESTMENT MANAGERS SER TR I9.7K shares-7.67%2026-06-302026-07-24

ITA ISHARES TR3.8K shares-3.05%2026-06-302026-07-24

PSL INVESCO EXCHANGE TRADED FD T8.1K shares0.00%2026-06-302026-07-24

CAT CATERPILLAR INC842 shares0.24%2026-06-302026-07-24

NUKZ EXCHANGE TRADED CONCEPTS TRU12.9K shares21.12%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR4.6K shares0.00%2026-06-302026-07-24

Sponsored

ITOT ISHARES TR5.1K shares4.18%2026-06-302026-07-24

RDVY FIRST TR EXCHANGE TRADED FD9.8K shares-0.05%2026-06-302026-07-24

UTWO RBB FD INC16.6K shares0.00%2026-06-302026-07-24

QTEC FIRST TR EXCHANGE-TRADED FD2.4K shares94.59%2026-06-302026-07-24

IDLV INVESCO EXCH TRADED FD TR II22.5K shares5.98%2026-06-302026-07-24

QUANTA SVCS INC QUANTA SVCS INC1.1K shares-18.72%2026-06-302026-07-24

VGT VANGUARD WORLD FD6.3K shares701.27%2026-06-302026-07-24

PDP INVESCO EXCHANGE TRADED FD T4.9K shares-3.90%2026-06-302026-07-24

Sponsored

LMT LOCKHEED MARTIN CORP1.5K shares254.35%2026-06-302026-07-24

STARWOOD PPTY TR INC STARWOOD PPTY TR INC45.0K shares-25.01%2026-06-302026-07-24

ORLY OREILLY AUTOMOTIVE INC8.0K shares19.42%2026-06-302026-07-24

KXI ISHARES TR10.6K shares2.93%2026-06-302026-07-24

SUSA ISHARES TR4.6K shares0.00%2026-06-302026-07-24

SHLD GLOBAL X FDS11.6K shares-60.17%2026-06-302026-07-24

IJR ISHARES TR4.6K shares-0.24%2026-06-302026-07-24

FTCS FIRST TR EXCHANGE-TRADED FD7.3K shares-24.28%2026-06-302026-07-24

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION730 shares1.39%2026-06-302026-07-24

SDY SPDR SERIES TRUST4.5K shares2.17%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON2.7K shares0.11%2026-06-302026-07-24

EME EMCOR GROUP INC806 shares5.36%2026-06-302026-07-24

GE GE AEROSPACE1.8K shares18.14%2026-06-302026-07-24

SPHQ INVESCO EXCHANGE TRADED FD T7.3K shares-11.83%2026-06-302026-07-24

AIQ GLOBAL X FDS10.0K shares14.54%2026-06-302026-07-24

IVW ISHARES TR4.7K shares-1.68%2026-06-302026-07-24

Sponsored

VLO VALERO ENERGY CORP2.5K shares-3.91%2026-06-302026-07-24

XLV SELECT SECTOR SPDR TR3.9K shares-13.46%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION3.3K shares26.17%2026-06-302026-07-24

SPG SIMON PPTY GROUP INC NEW2.7K shares-2.20%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC831 shares-41.56%2026-06-302026-07-24

TDIV FIRST TR EXCHANGE TRADED FD5.2K shares0.10%2026-06-302026-07-24

MUB ISHARES TR5.5K shares1.14%2026-06-302026-07-24

MCD MCDONALDS CORP2.2K shares-29.71%2026-06-302026-07-24

Sponsored

PEP PEPSICO INC4.2K shares-0.83%2026-06-302026-07-24

MTUM ISHARES TR1.6K shares0.00%2026-06-302026-07-24

ABT ABBOTT LABORATORIES6.1K shares-6.29%2026-06-302026-07-24

IWD ISHARES TR2.3K shares-9.55%2026-06-302026-07-24

PSF COHEN & STEERS SELECT PFD &27.3K shares0.00%2026-06-302026-07-24

T AT&T INC26.0K shares20.67%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC1.6K shares-12.82%2026-06-302026-07-24

SCHI SCHWAB STRATEGIC TR23.7K shares4.41%2026-06-302026-07-24

Sponsored

CLX CLOROX CO DEL5.5K sharesnew addition2026-06-302026-07-24

GCC WISDOMTREE TR23.0K sharesnew addition2026-06-302026-07-24

CVX CHEVRON CORPORATION3.1K shares59.18%2026-06-302026-07-24

HIG HARTFORD INSURANCE GROUP INC3.9K shares9.38%2026-06-302026-07-24

VUG VANGUARD INDEX FDS5.9K shares544.48%2026-06-302026-07-24

XLF SELECT SECTOR SPDR TR9.4K shares-2.33%2026-06-302026-07-24

SCYB SCHWAB STRATEGIC TR19.2K shares-2.74%2026-06-302026-07-24

WDC WESTERN DIGITAL CORP786 sharesnew addition2026-06-302026-07-24

Sponsored

FXR FIRST TR EXCHANGE-TRADED FD5.5K shares7.26%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS1.7K shares0.52%2026-06-302026-07-24

PFFD GLOBAL X FDS25.7K shares0.00%2026-06-302026-07-24

IVZ INVESCO LTD18.0K shares10.61%2026-06-302026-07-24

WMT WALMART INC4.2K shares0.36%2026-06-302026-07-24

LAMR LAMAR ADVERTISING CO3.0K sharesnew addition2026-06-302026-07-24

PRN INVESCO EXCHANGE TRADED FD T1.8K shares0.00%2026-06-302026-07-24

IBMO ISHARES TR17.8K shares0.92%2026-06-302026-07-24

Sponsored

BAC BANK OF AMER CORP7.9K shares0.13%2026-06-302026-07-24

HD HOME DEPOT INC1.3K shares-0.70%2026-06-302026-07-24

IGSB ISHARES TR8.4K shares0.00%2026-06-302026-07-24

FBT FIRST TR EXCHANGE-TRADED FD1.8K sharesnew addition2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC571 shares0.00%2026-06-302026-07-24

UNP UNION PAC CORP1.6K shares-0.75%2026-06-302026-07-24

MOAT VANECK ETF TRUST4.1K shares0.12%2026-06-302026-07-24

FTC FIRST TR EXCHANGE-TRADED ALP2.2K shares0.00%2026-06-302026-07-24

Sponsored

IBMP ISHARES TR16.7K shares2.28%2026-06-302026-07-24

BIL SPDR SERIES TRUST4.6K shares60.59%2026-06-302026-07-24

CEF SPROTT ASSET MANAGEMENT LP10.4K shares0.00%2026-06-302026-07-24

VALQ AMERICAN CENTY ETF TR5.6K shares0.00%2026-06-302026-07-24

FTXR FIRST TR EXCHANGE TRADED FD8.4K sharesnew addition2026-06-302026-07-24

CVS CVS HEALTH CORP3.7K shares-1.63%2026-06-302026-07-24

REGL PROSHARES TR4.1K shares0.41%2026-06-302026-07-24

FXO FIRST TR EXCHANGE-TRADED FD6.1K shares15.47%2026-06-302026-07-24

Sponsored

IBMQ ISHARES TR14.6K shares3.63%2026-06-302026-07-24

ILCV ISHARES TR3.7K shares0.00%2026-06-302026-07-24

VOOG VANGUARD ADMIRAL FDS INC4.4K shares794.77%2026-06-302026-07-24

SCHB SCHWAB STRATEGIC TR12.6K shares0.06%2026-06-302026-07-24

SOUTHERN CO SOUTHERN CO3.8K shares-0.81%2026-06-302026-07-24

UTF COHEN & STEERS INFRASTRUCTUR12.9K shares0.05%2026-06-302026-07-24

RNP COHEN & STEERS REIT & PFD &17.1K shares0.59%2026-06-302026-07-24

RCKY ROCKY BRANDS INC8.4K shares0.00%2026-06-302026-07-24

Sponsored

AMGN AMGEN INC939 shares1.08%2026-06-302026-07-24

YUM YUM BRANDS INC2.1K shares0.00%2026-06-302026-07-24

BSMT INVESCO EXCH TRD SLF IDX FD14.7K shares2.64%2026-06-302026-07-24

PRF INVESCO EXCHANGE TRADED FD T6.2K shares0.10%2026-06-302026-07-24

MQY BLACKROCK MUNIYILD QULT FD I28.0K shares0.00%2026-06-302026-07-24

VIS VANGUARD WORLD FD900 shares0.00%2026-06-302026-07-24

CLH CLEAN HARBORS INC1.1K shares4.07%2026-06-302026-07-24

RFI COHEN & STEERS TOTAL RETURN28.1K shares8.47%2026-06-302026-07-24

Sponsored

WORLD GOLD TR WORLD GOLD TR4.0K shares35.60%2026-06-302026-07-24

KO COCA COLA CO3.9K shares-0.97%2026-06-302026-07-24

SPMO INVESCO EXCH TRADED FD TR II1.9K sharesnew addition2026-06-302026-07-24

PHYS SPROTT ASSET MANAGEMENT LP10.3K shares1.26%2026-06-302026-07-24

SCHX SCHWAB STRATEGIC TR10.5K shares0.18%2026-06-302026-07-24

GARP ISHARES TR3.7K sharesnew addition2026-06-302026-07-24

VOT VANGUARD INDEX FDS997 shares0.00%2026-06-302026-07-24

VXUS VANGUARD STAR FDS3.6K shares0.31%2026-06-302026-07-24

Sponsored

FNDX SCHWAB STRATEGIC TR9.7K sharesnew addition2026-06-302026-07-24

FNDF SCHWAB STRATEGIC TR5.7K sharesnew addition2026-06-302026-07-24

PHO INVESCO EXCHANGE TRADED FD T4.3K shares-1.71%2026-06-302026-07-24

AEP AMERICAN ELEC PWR CO INC2.2K shares0.00%2026-06-302026-07-24

QUAL ISHARES TR1.3K shares-3.37%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC6.7K shares24.86%2026-06-302026-07-24

NUV NUVEEN MUN VALUE FD INC30.2K shares-14.20%2026-06-302026-07-24

SCHG SCHWAB STRATEGIC TR8.1K sharesnew addition2026-06-302026-07-24

Sponsored

VEEV VEEVA SYS INC1.5K shares-27.24%2026-06-302026-07-24

MEAR ISHARES U S ETF TR5.3K sharesnew addition2026-06-302026-07-24

ETN EATON CORP PLC624 shares2.46%2026-06-302026-07-24

PMM PUTNAM MANAGED MUN INCOME TR40.0K shares9.59%2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR4.9K shares-5.46%2026-06-302026-07-24

NXP NUVEEN SELECT TAX-FREE INCOM18.1K shares4.21%2026-06-302026-07-24

ISHARES TR ISHARES TR2.5K shares0.00%2026-06-302026-07-24

CMI CUMMINS INC337 sharesnew addition2026-06-302026-07-24

Sponsored

VGM INVESCO TR INVT GRADE MUNS22.5K shares0.00%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC405 sharesnew addition2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC566 sharesnew addition2026-06-302026-07-24

SWK STANLEY BLACK & DECKER INC2.5K sharesnew addition2026-06-302026-07-24

IYC ISHARES TR2.3K shares-15.19%2026-06-302026-07-24

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II9.8K shares0.40%2026-06-302026-07-24

LEO BNY MELLON STRATEGIC MUNS IN35.3K shares0.00%2026-06-302026-07-24

PVI INVESCO EXCH TRADED FD TR II9.1K shares0.55%2026-06-302026-07-24

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC474 sharesnew addition2026-06-302026-07-24

XLP SELECT SECTOR SPDR TR2.7K shares-6.85%2026-06-302026-07-24

RQI COHEN & STEERS QUALITY INCOM18.3K shares0.00%2026-06-302026-07-24

CGXU CAPITAL GROUP INTL FOCUS EQT6.5K sharesnew addition2026-06-302026-07-24

VFLO VICTORY PORTFOLIOS II4.9K sharesnew addition2026-06-302026-07-24

MSCI MSCI INC399 shares0.25%2026-06-302026-07-24

IBMS ISHARES TR8.6K shares7.54%2026-06-302026-07-24

IBMR ISHARES TR8.8K shares6.83%2026-06-302026-07-24

Sponsored

SCHA SCHWAB STRATEGIC TR6.1K sharesnew addition2026-06-302026-07-24

HWM HOWMET AEROSPACE INC821 sharesnew addition2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR7.9K sharesnew addition2026-06-302026-07-24

TIP ISHARES TR1.9K sharesnew addition2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL951 shares0.00%2026-06-302026-07-24

MTZ MASTEC INC493 sharesnew addition2026-06-302026-07-24

PSX PHILLIPS 661.2K shares9.08%2026-06-302026-07-24

HTGC HERCULES CAPITAL INC12.0K shares0.00%2026-06-302026-07-24

Sponsored

EXG EATON VANCE TAX-MANAGED GLOB16.7K shares0.00%2026-06-302026-07-24

SPFF GLOBAL X FDS10.0K shares0.00%2026-06-302026-07-24

ABR ARBOR REALTY TRUST INC11.0K shares0.00%2026-06-302026-07-24

ISHARES TR

3.13%

Shares67.1K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

2.02%

Shares115.8K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

0.71%

Shares32.5K

Event2026-06-30

Filed2026-07-24

BKLC

BNY MELLON ETF TRUST

6.79%

Shares155.8K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

3.30%

Shares30.3K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

7.80%

Shares54.7K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-7.29%

Shares28.3K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-0.32%

Shares49.7K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

-1.12%

Shares56.8K

Event2026-06-30

Filed2026-07-24

IGM

ISHARES TR

-2.43%

Shares66.2K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-3.73%

Shares27.3K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

-0.29%

Shares57.5K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

0.08%

Shares21.4K

Event2026-06-30

Filed2026-07-24

GRID

FIRST TR EXCHANGE-TRADED FD

7.07%

Shares41.0K

Event2026-06-30

Filed2026-07-24

IYW

ISHARES TR

-3.61%

Shares30.2K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

-0.24%

Shares30.9K

Event2026-06-30

Filed2026-07-24

AIRR

FIRST TR EXCHANGE TRADED FD

14.09%

Shares51.9K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

-0.48%

Shares5.6K

Event2026-06-30

Filed2026-07-24

PAVE

GLOBAL X FDS

13.56%

Shares102.0K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

1.71%

Shares15.0K

Event2026-06-30

Filed2026-07-24

USMV

ISHARES TR

-7.27%

Shares54.2K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

-0.02%

Shares35.7K

Event2026-06-30

Filed2026-07-24

ICSH

ISHARES TR

1.15%

Shares99.9K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

4.49%

Shares13.3K

Event2026-06-30

Filed2026-07-24

XLI

SELECT SECTOR SPDR TR

4.09%

Shares25.0K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

-1.38%

Shares15.3K

Event2026-06-30

Filed2026-07-24

PRFZ

INVESCO EXCHANGE TRADED FD T

2.50%

Shares78.8K

Event2026-06-30

Filed2026-07-24

BTT

BLACKROCK MUN TARGET TERM TR

-2.39%

Shares191.2K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

0.30%

Shares10.5K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

0.68%

Shares13.2K

Event2026-06-30

Filed2026-07-24

FGD

FIRST TR EXCHANGE-TRADED FD

16.50%

Shares100.5K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

1.17%

Shares8.8K

Event2026-06-30

Filed2026-07-24

PLPC

PREFORMED LINE PRODS CO

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-24

MDY

STATE STR SPDR S&P MIDCAP 40

0.38%

Shares4.4K

Event2026-06-30

Filed2026-07-24

ALPS ETF TR

4.31%

Shares58.8K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

304.73%

Shares23.9K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

0.78%

Shares5.5K

Event2026-06-30

Filed2026-07-24

FDN

FIRST TR EXCHANGE-TRADED FD

-18.75%

Shares10.7K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

28.24%

Shares20.6K

Event2026-06-30

Filed2026-07-24

AIVL

WISDOMTREE TR

-1.04%

Shares20.9K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

-1.01%

Shares11.8K

Event2026-06-30

Filed2026-07-24

SPLV

INVESCO EXCH TRADED FD TR II

-2.20%

Shares32.5K

Event2026-06-30

Filed2026-07-24

DVY

ISHARES TR

0.23%

Shares15.5K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

-2.79%

Shares4.3K

Event2026-06-30

Filed2026-07-24

PTH

INVESCO EXCHANGE TRADED FD T

New

Shares37.0K

Event2026-06-30

Filed2026-07-24

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

-6.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

-2.89%

Shares4.7K

Event2026-06-30

Filed2026-07-24

VBF

INVESCO BD FD

-4.17%

Shares125.6K

Event2026-06-30

Filed2026-07-24

FPE

FIRST TR EXCH TRADED FD III

7.23%

Shares106.4K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

-2.80%

Shares5.0K

Event2026-06-30

Filed2026-07-24

VISA INC

3.85%

Shares5.5K

Event2026-06-30

Filed2026-07-24

QQEW

FIRST TR EXCHANGE-TRADED FD

-7.27%

Shares11.7K

Event2026-06-30

Filed2026-07-24

MADE

ISHARES TR

-21.56%

Shares47.1K

Event2026-06-30

Filed2026-07-24

JMST

J P MORGAN EXCHANGE TRADED F

3.08%

Shares36.2K

Event2026-06-30

Filed2026-07-24

FSIG

FIRST TR EXCHANGE-TRADED FD

8.64%

Shares96.3K

Event2026-06-30

Filed2026-07-24

ROKT

SPDR SERIES TRUST

8.07%

Shares15.2K

Event2026-06-30

Filed2026-07-24

TRFK

PACER FDS TR

-19.83%

Shares16.5K

Event2026-06-30

Filed2026-07-24

DLN

WISDOMTREE TR

0.00%

Shares18.2K

Event2026-06-30

Filed2026-07-24

NOBL

PROSHARES TR

99.62%

Shares31.0K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

6.36%

Shares2.5K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

-4.14%

Shares22.4K

Event2026-06-30

Filed2026-07-24

RSPS

INVESCO EXCHANGE TRADED FD T

-5.09%

Shares55.7K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

RSHO

TEMA ETF TRUST

-2.21%

Shares26.4K

Event2026-06-30

Filed2026-07-24

PGR

PROGRESSIVE CORP

New

Shares7.3K

Event2026-06-30

Filed2026-07-24

DGRW

WISDOMTREE TR

-3.61%

Shares16.0K

Event2026-06-30

Filed2026-07-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-24

DTE

DTE ENERGY CO

4.50%

Shares9.6K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

0.90%

Shares46.2K

Event2026-06-30

Filed2026-07-24

FBND

FIDELITY MERRIMACK STR TR

-8.09%

Shares32.0K

Event2026-06-30

Filed2026-07-24

XAR

SPDR SERIES TRUST

8.07%

Shares5.1K

Event2026-06-30

Filed2026-07-24

GOVI

INVESCO EXCH TRADED FD TR II

33.72%

Shares52.4K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

-1.86%

Shares19.9K

Event2026-06-30

Filed2026-07-24

CIBR

FIRST TR EXCHANGE-TRADED FD

0.01%

Shares15.3K

Event2026-06-30

Filed2026-07-24

APH

AMPHENOL CORP

4.39%

Shares7.8K

Event2026-06-30

Filed2026-07-24

IVOO

VANGUARD ADMIRAL FDS INC

-0.32%

Shares10.5K

Event2026-06-30

Filed2026-07-24

SMH

VANECK ETF TRUST

-43.29%

Shares2.1K

Event2026-06-30

Filed2026-07-24

HYD

VANECK ETF TRUST

16.01%

Shares25.6K

Event2026-06-30

Filed2026-07-24

GTOP

GOLDMAN SACHS ETF TR

-2.39%

Shares26.5K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

-0.14%

Shares8.0K

Event2026-06-30

Filed2026-07-24

FITE

SPDR SERIES TRUST

0.63%

Shares10.4K

Event2026-06-30

Filed2026-07-24

FUMB

FIRST TR EXCH TRADED FD III

4.58%

Shares57.3K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

298.23%

Shares14.2K

Event2026-06-30

Filed2026-07-24

QLD

PROSHARES TR

-31.55%

Shares11.5K

Event2026-06-30

Filed2026-07-24

VRT

VERTIV HOLDINGS CO

-17.99%

Shares3.2K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

9.13%

Shares1.1K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

New

Shares10.1K

Event2026-06-30

Filed2026-07-24

IRM

IRON MTN INC DEL

95.04%

Shares8.1K

Event2026-06-30

Filed2026-07-24

HDV

ISHARES TR

421.82%

Shares37.0K

Event2026-06-30

Filed2026-07-24

WUGI

INVESTMENT MANAGERS SER TR I

-7.67%

Shares9.7K

Event2026-06-30

Filed2026-07-24

ITA

ISHARES TR

-3.05%

Shares3.8K

Event2026-06-30

Filed2026-07-24

PSL

INVESCO EXCHANGE TRADED FD T

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

0.24%

Shares842

Event2026-06-30

Filed2026-07-24

NUKZ

EXCHANGE TRADED CONCEPTS TRU

21.12%

Shares12.9K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

4.18%

Shares5.1K

Event2026-06-30

Filed2026-07-24

RDVY

FIRST TR EXCHANGE TRADED FD

-0.05%

Shares9.8K

Event2026-06-30

Filed2026-07-24

UTWO

RBB FD INC

0.00%

Shares16.6K

Event2026-06-30

Filed2026-07-24

QTEC

FIRST TR EXCHANGE-TRADED FD

94.59%

Shares2.4K

Event2026-06-30

Filed2026-07-24

IDLV

INVESCO EXCH TRADED FD TR II

5.98%

Shares22.5K

Event2026-06-30

Filed2026-07-24

QUANTA SVCS INC

-18.72%

Shares1.1K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

701.27%

Shares6.3K

Event2026-06-30

Filed2026-07-24

PDP

INVESCO EXCHANGE TRADED FD T

-3.90%

Shares4.9K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

254.35%

Shares1.5K

Event2026-06-30

Filed2026-07-24

STARWOOD PPTY TR INC

-25.01%

Shares45.0K

Event2026-06-30

Filed2026-07-24

ORLY

OREILLY AUTOMOTIVE INC

19.42%

Shares8.0K

Event2026-06-30

Filed2026-07-24

KXI

ISHARES TR

2.93%

Shares10.6K

Event2026-06-30

Filed2026-07-24

SUSA

ISHARES TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

SHLD

GLOBAL X FDS

-60.17%

Shares11.6K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

-0.24%

Shares4.6K

Event2026-06-30

Filed2026-07-24

FTCS

FIRST TR EXCHANGE-TRADED FD

-24.28%

Shares7.3K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

1.39%

Shares730

Event2026-06-30

Filed2026-07-24

SDY

SPDR SERIES TRUST

2.17%

Shares4.5K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

0.11%

Shares2.7K

Event2026-06-30

Filed2026-07-24

EME

EMCOR GROUP INC

5.36%

Shares806

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

18.14%

Shares1.8K

Event2026-06-30

Filed2026-07-24

SPHQ

INVESCO EXCHANGE TRADED FD T

-11.83%

Shares7.3K

Event2026-06-30

Filed2026-07-24

AIQ

GLOBAL X FDS

14.54%

Shares10.0K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

-1.68%

Shares4.7K

Event2026-06-30

Filed2026-07-24

VLO

VALERO ENERGY CORP

-3.91%

Shares2.5K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

-13.46%

Shares3.9K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

26.17%

Shares3.3K

Event2026-06-30

Filed2026-07-24

SPG

SIMON PPTY GROUP INC NEW

-2.20%

Shares2.7K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

-41.56%

Shares831

Event2026-06-30

Filed2026-07-24

TDIV

FIRST TR EXCHANGE TRADED FD

0.10%

Shares5.2K

Event2026-06-30

Filed2026-07-24

MUB

ISHARES TR

1.14%

Shares5.5K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

-29.71%

Shares2.2K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

-0.83%

Shares4.2K

Event2026-06-30

Filed2026-07-24

MTUM

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

-6.29%

Shares6.1K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

-9.55%

Shares2.3K

Event2026-06-30

Filed2026-07-24

PSF

COHEN & STEERS SELECT PFD &

0.00%

Shares27.3K

Event2026-06-30

Filed2026-07-24

AT&T INC

20.67%

Shares26.0K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

-12.82%

Shares1.6K

Event2026-06-30

Filed2026-07-24

SCHI

SCHWAB STRATEGIC TR

4.41%

Shares23.7K

Event2026-06-30

Filed2026-07-24

CLX

CLOROX CO DEL

New

Shares5.5K

Event2026-06-30

Filed2026-07-24

GCC

WISDOMTREE TR

New

Shares23.0K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

59.18%

Shares3.1K

Event2026-06-30

Filed2026-07-24

HIG

HARTFORD INSURANCE GROUP INC

9.38%

Shares3.9K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

544.48%

Shares5.9K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

-2.33%

Shares9.4K

Event2026-06-30

Filed2026-07-24

SCYB

SCHWAB STRATEGIC TR

-2.74%

Shares19.2K

Event2026-06-30

Filed2026-07-24

WDC

WESTERN DIGITAL CORP

New

Shares786

Event2026-06-30

Filed2026-07-24

FXR

FIRST TR EXCHANGE-TRADED FD

7.26%

Shares5.5K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

0.52%

Shares1.7K

Event2026-06-30

Filed2026-07-24

PFFD

GLOBAL X FDS

0.00%

Shares25.7K

Event2026-06-30

Filed2026-07-24

IVZ

INVESCO LTD

10.61%

Shares18.0K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

0.36%

Shares4.2K

Event2026-06-30

Filed2026-07-24

LAMR

LAMAR ADVERTISING CO

New

Shares3.0K

Event2026-06-30

Filed2026-07-24

PRN

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

IBMO

ISHARES TR

0.92%

Shares17.8K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

0.13%

Shares7.9K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-0.70%

Shares1.3K

Event2026-06-30

Filed2026-07-24

IGSB

ISHARES TR

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-24

FBT

FIRST TR EXCHANGE-TRADED FD

New

Shares1.8K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

0.00%

Shares571

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

-0.75%

Shares1.6K

Event2026-06-30

Filed2026-07-24

MOAT

VANECK ETF TRUST

0.12%

Shares4.1K

Event2026-06-30

Filed2026-07-24

FTC

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

IBMP

ISHARES TR

2.28%

Shares16.7K

Event2026-06-30

Filed2026-07-24

BIL

SPDR SERIES TRUST

60.59%

Shares4.6K

Event2026-06-30

Filed2026-07-24

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-24

VALQ

AMERICAN CENTY ETF TR

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-24

FTXR

FIRST TR EXCHANGE TRADED FD

New

Shares8.4K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

-1.63%

Shares3.7K

Event2026-06-30

Filed2026-07-24

REGL

PROSHARES TR

0.41%

Shares4.1K

Event2026-06-30

Filed2026-07-24

FXO

FIRST TR EXCHANGE-TRADED FD

15.47%

Shares6.1K

Event2026-06-30

Filed2026-07-24

IBMQ

ISHARES TR

3.63%

Shares14.6K

Event2026-06-30

Filed2026-07-24

ILCV

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-24

VOOG

VANGUARD ADMIRAL FDS INC

794.77%

Shares4.4K

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB STRATEGIC TR

0.06%

Shares12.6K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

-0.81%

Shares3.8K

Event2026-06-30

Filed2026-07-24

UTF

COHEN & STEERS INFRASTRUCTUR

0.05%

Shares12.9K

Event2026-06-30

Filed2026-07-24

RNP

COHEN & STEERS REIT & PFD &

0.59%

Shares17.1K

Event2026-06-30

Filed2026-07-24

RCKY

ROCKY BRANDS INC

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

1.08%

Shares939

Event2026-06-30

Filed2026-07-24

YUM

YUM BRANDS INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

BSMT

INVESCO EXCH TRD SLF IDX FD

2.64%

Shares14.7K

Event2026-06-30

Filed2026-07-24

PRF

INVESCO EXCHANGE TRADED FD T

0.10%

Shares6.2K

Event2026-06-30

Filed2026-07-24

MQY

BLACKROCK MUNIYILD QULT FD I

0.00%

Shares28.0K

Event2026-06-30

Filed2026-07-24

VIS

VANGUARD WORLD FD

0.00%

Shares900

Event2026-06-30

Filed2026-07-24

CLH

CLEAN HARBORS INC

4.07%

Shares1.1K

Event2026-06-30

Filed2026-07-24

RFI

COHEN & STEERS TOTAL RETURN

8.47%

Shares28.1K

Event2026-06-30

Filed2026-07-24

WORLD GOLD TR

35.60%

Shares4.0K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

-0.97%

Shares3.9K

Event2026-06-30

Filed2026-07-24

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares1.9K

Event2026-06-30

Filed2026-07-24

PHYS

SPROTT ASSET MANAGEMENT LP

1.26%

Shares10.3K

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

0.18%

Shares10.5K

Event2026-06-30

Filed2026-07-24

GARP

ISHARES TR

New

Shares3.7K

Event2026-06-30

Filed2026-07-24

VOT

VANGUARD INDEX FDS

0.00%

Shares997

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

0.31%

Shares3.6K

Event2026-06-30

Filed2026-07-24

FNDX

SCHWAB STRATEGIC TR

New

Shares9.7K

Event2026-06-30

Filed2026-07-24

FNDF

SCHWAB STRATEGIC TR

New

Shares5.7K

Event2026-06-30

Filed2026-07-24

PHO

INVESCO EXCHANGE TRADED FD T

-1.71%

Shares4.3K

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES TR

-3.37%

Shares1.3K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

24.86%

Shares6.7K

Event2026-06-30

Filed2026-07-24

NUV

NUVEEN MUN VALUE FD INC

-14.20%

Shares30.2K

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB STRATEGIC TR

New

Shares8.1K

Event2026-06-30

Filed2026-07-24

VEEV

VEEVA SYS INC

-27.24%

Shares1.5K

Event2026-06-30

Filed2026-07-24

MEAR

ISHARES U S ETF TR

New

Shares5.3K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

2.46%

Shares624

Event2026-06-30

Filed2026-07-24

PMM

PUTNAM MANAGED MUN INCOME TR

9.59%

Shares40.0K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

-5.46%

Shares4.9K

Event2026-06-30

Filed2026-07-24

NXP

NUVEEN SELECT TAX-FREE INCOM

4.21%

Shares18.1K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC

New

Shares337

Event2026-06-30

Filed2026-07-24

VGM

INVESCO TR INVT GRADE MUNS

0.00%

Shares22.5K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

New

Shares405

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

New

Shares566

Event2026-06-30

Filed2026-07-24

SWK

STANLEY BLACK & DECKER INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-24

IYC

ISHARES TR

-15.19%

Shares2.3K

Event2026-06-30

Filed2026-07-24

INVESCO EXCH TRADED FD TR II

0.40%

Shares9.8K

Event2026-06-30

Filed2026-07-24

LEO

BNY MELLON STRATEGIC MUNS IN

0.00%

Shares35.3K

Event2026-06-30

Filed2026-07-24

PVI

INVESCO EXCH TRADED FD TR II

0.55%

Shares9.1K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares474

Event2026-06-30

Filed2026-07-24

XLP

SELECT SECTOR SPDR TR

-6.85%

Shares2.7K

Event2026-06-30

Filed2026-07-24

RQI

COHEN & STEERS QUALITY INCOM

0.00%

Shares18.3K

Event2026-06-30

Filed2026-07-24

CGXU

CAPITAL GROUP INTL FOCUS EQT

New

Shares6.5K

Event2026-06-30

Filed2026-07-24

VFLO

VICTORY PORTFOLIOS II

New

Shares4.9K

Event2026-06-30

Filed2026-07-24

MSCI

MSCI INC

0.25%

Shares399

Event2026-06-30

Filed2026-07-24

IBMS

ISHARES TR

7.54%

Shares8.6K

Event2026-06-30

Filed2026-07-24

IBMR

ISHARES TR

6.83%

Shares8.8K

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB STRATEGIC TR

New

Shares6.1K

Event2026-06-30

Filed2026-07-24

HWM

HOWMET AEROSPACE INC

New

Shares821

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

New

Shares7.9K

Event2026-06-30

Filed2026-07-24

TIP

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

0.00%

Shares951

Event2026-06-30

Filed2026-07-24

MTZ

MASTEC INC

New

Shares493

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

9.08%

Shares1.2K

Event2026-06-30

Filed2026-07-24

HTGC

HERCULES CAPITAL INC

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-24

EXG

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares16.7K

Event2026-06-30

Filed2026-07-24

SPFF

GLOBAL X FDS

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

ABR

ARBOR REALTY TRUST INC

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available