Sponsored

The Analysis of WOODWARD DIVERSIFIED CAPITAL, LLC's Holdings & P&L

Currently, WOODWARD DIVERSIFIED CAPITAL, LLC holds 181 types of securities in its portfolio with a total value $226.7M. In the most recent quarter, they have increased their positions in QLD (+51.2K shares, valued at $5.0M), VGT (+13.5K shares, valued at $1.6M), DELL (+2.6K shares, valued at $1.1M); decreased their positions in CAT (-789 shares, valued at $840.2K), FLRN (-17.8K shares, valued at $548.9K), VGSH (-9.1K shares, valued at $528.7K); initiated new positions in QLD (+51.2K shares, valued at $5.0M), DELL (+2.6K shares, valued at $1.1M), VOX (+5.0K shares, valued at $913.1K).

1M P&L

+3.0M+1.49%

3M P&L

+4.2M+2.10%

HY P&L

+13.3M+7.06%

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

1Steel29.5M

14.6%

2N/A29.5M

14.6%

3Consumer Electronics14.2M

7.0%

Top Industries by Stock Count

1N/A37 stocks

23.4%

2Semiconductors9 stocks

5.7%

3Drug Manufacturers - General7 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RS RELIANCE INC78.3K shares0.00%2026-06-302026-07-28

AAPL APPLE INC48.9K shares7.11%2026-06-302026-07-28

CVX CHEVRON CORPORATION44.3K shares-0.23%2026-06-302026-07-28

NVDA NVIDIA CORPORATION35.7K shares1.90%2026-06-302026-07-28

GNLX GENELUX CORPORATION2.3M shares6.85%2026-06-302026-07-28

WFC WELLS FARGO & CO75.6K shares-0.03%2026-06-302026-07-28

GOOGL ALPHABET INC14.0K shares1.04%2026-06-302026-07-28

QLD PROSHARES TR51.2K sharesnew addition2026-06-302026-07-28

Sponsored

AMZN AMAZON COM INC20.3K shares3.33%2026-06-302026-07-28

JNJ JOHNSON & JOHNSON15.5K shares-0.67%2026-06-302026-07-28

MSFT MICROSOFT CORP10.0K shares2.34%2026-06-302026-07-28

CAT CATERPILLAR INC3.4K shares-18.86%2026-06-302026-07-28

LRCX LAM RESEARCH CORP8.3K shares-1.30%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO10.1K shares-3.66%2026-06-302026-07-28

GOOG ALPHABET INC8.4K shares-0.72%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC5.0K shares0.38%2026-06-302026-07-28

Sponsored

BROADCOM INC BROADCOM INC7.5K shares2.45%2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC21.6K shares-14.24%2026-06-302026-07-28

WMT WALMART INC20.2K shares-2.59%2026-06-302026-07-28

BAC BANK OF AMER CORP39.7K shares-1.60%2026-06-302026-07-28

ABBVIE INC ABBVIE INC8.9K shares-0.43%2026-06-302026-07-28

AMGN AMGEN INC6.2K shares-0.42%2026-06-302026-07-28

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC2.7K shares0.00%2026-06-302026-07-28

IBM INTERNATIONAL BUSINESS MACHS7.3K shares-0.42%2026-06-302026-07-28

Sponsored

MU MICRON TECHNOLOGY INC1.6K shares-3.15%2026-06-302026-07-28

PH PARKER-HANNIFIN CORP1.9K shares1.28%2026-06-302026-07-28

PG PROCTER & GAMBLE CO12.6K shares-0.43%2026-06-302026-07-28

HD HOME DEPOT INC5.0K shares-0.34%2026-06-302026-07-28

VGT VANGUARD WORLD FD14.2K shares1782.25%2026-06-302026-07-28

VZ VERIZON COMMUNICATIONS INC39.1K shares-2.67%2026-06-302026-07-28

SITM SITIME CORP2.0K shares0.10%2026-06-302026-07-28

PM PHILIP MORRIS INTL INC8.4K shares-1.44%2026-06-302026-07-28

Sponsored

NVDL GRANITESHARES ETF TR51.0K shares200.00%2026-06-302026-07-28

MRK MERCK & CO INC11.6K shares-0.14%2026-06-302026-07-28

VIS VANGUARD WORLD FD3.9K shares-11.29%2026-06-302026-07-28

RDVY FIRST TR EXCHANGE TRADED FD16.7K shares1.21%2026-06-302026-07-28

PANW PALO ALTO NETWORKS INC3.9K shares-0.76%2026-06-302026-07-28

T AT&T INC60.0K shares-0.10%2026-06-302026-07-28

COP CONOCOPHILLIPS11.8K shares-0.09%2026-06-302026-07-28

MET METLIFE INC13.9K shares-0.61%2026-06-302026-07-28

Sponsored

VHT VANGUARD WORLD FD3.9K shares-9.92%2026-06-302026-07-28

BK BANK OF NY MELLON CORP8.1K shares-1.54%2026-06-302026-07-28

MO ALTRIA GROUP INC16.1K shares-0.54%2026-06-302026-07-28

BLK BLACKROCK INC1.2K shares-2.05%2026-06-302026-07-28

DELL DELL TECHNOLOGIES INC2.6K sharesnew addition2026-06-302026-07-28

KMI KINDER MORGAN INC DEL33.8K shares-1.16%2026-06-302026-07-28

TSLA TESLA INC2.5K shares6.08%2026-06-302026-07-28

VDC VANGUARD WORLD FD4.6K shares-11.34%2026-06-302026-07-28

Sponsored

VPU VANGUARD WORLD FD5.1K shares-10.82%2026-06-302026-07-28

RTX CORPORATION RTX CORPORATION5.3K shares-3.81%2026-06-302026-07-28

VNQ VANGUARD INDEX FDS10.3K shares-11.72%2026-06-302026-07-28

VAW VANGUARD WORLD FD4.3K shares-11.58%2026-06-302026-07-28

PEP PEPSICO INC7.2K shares-1.11%2026-06-302026-07-28

CMI CUMMINS INC1.4K shares3.31%2026-06-302026-07-28

VRTX VERTEX PHARMACEUTICALS INC2.0K shares-0.66%2026-06-302026-07-28

VDE VANGUARD WORLD FD6.4K shares-11.16%2026-06-302026-07-28

Sponsored

PNC PNC FINL SVCS GROUP INC3.9K shares-0.51%2026-06-302026-07-28

KO COCA COLA CO11.5K shares0.46%2026-06-302026-07-28

VOX VANGUARD WORLD FD5.0K sharesnew addition2026-06-302026-07-28

SHOP SHOPIFY INC7.9K shares0.00%2026-06-302026-07-28

QCOM QUALCOMM INC4.8K shares-1.00%2026-06-302026-07-28

MELI MERCADOLIBRE INC525 shares0.00%2026-06-302026-07-28

CSX CSX CORP18.6K shares8.13%2026-06-302026-07-28

PRU PRUDENTIAL FINL INC8.1K shares-0.16%2026-06-302026-07-28

Sponsored

SOUTHERN CO SOUTHERN CO9.1K shares-1.38%2026-06-302026-07-28

DAL DELTA AIR LINES INC9.2K shares-0.01%2026-06-302026-07-28

FITB FIFTH THIRD BANCORP15.0K shares0.23%2026-06-302026-07-28

GD GENERAL DYNAMICS CORP2.3K shares-1.52%2026-06-302026-07-28

PLD PROLOGIS INC.6.1K shares1.07%2026-06-302026-07-28

USB US BANCORP13.4K shares-0.43%2026-06-302026-07-28

MCD MCDONALDS CORP3.0K shares-0.44%2026-06-302026-07-28

PFE PFIZER INC31.9K shares-0.10%2026-06-302026-07-28

Sponsored

AEP AMERICAN ELEC PWR CO INC5.5K shares-0.18%2026-06-302026-07-28

LAMR LAMAR ADVERTISING CO4.9K shares-0.29%2026-06-302026-07-28

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.8K shares4.83%2026-06-302026-07-28

NETFLIX INC. NETFLIX INC.10.4K shares-9.40%2026-06-302026-07-28

COPX GLOBAL X FDS9.6K shares0.00%2026-06-302026-07-28

C CITIGROUP INC5.2K shares0.08%2026-06-302026-07-28

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD7.4K shares-2.48%2026-06-302026-07-28

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP4.2K sharesnew addition2026-06-302026-07-28

Sponsored

STARWOOD PPTY TR INC STARWOOD PPTY TR INC42.3K shares-0.24%2026-06-302026-07-28

FERG FERGUSON ENTERPRISES INC2.8K shares-0.71%2026-06-302026-07-28

HYG ISHARES TR8.3K shares-1.84%2026-06-302026-07-28

AJG GALLAGHER ARTHUR J & CO2.7K shares-3.95%2026-06-302026-07-28

TSLL DIREXION SHARES ETF TRUST44.3K shares0.00%2026-06-302026-07-28

GLD SPDR GOLD TR1.7K shares-0.12%2026-06-302026-07-28

APPLIED MATLS INC APPLIED MATLS INC855 shares-11.49%2026-06-302026-07-28

LLY ELI LILLY & CO514 shares4.05%2026-06-302026-07-28

Sponsored

EME EMCOR GROUP INC716 shares1.13%2026-06-302026-07-28

VCSH VANGUARD SCOTTSDALE FDS7.5K shares-47.08%2026-06-302026-07-28

WCME FIRST TR EXCHANGE-TRADED FD30.1K shares60.17%2026-06-302026-07-28

QQQ INVESCO QQQ TR783 shares16.17%2026-06-302026-07-28

WCMI FIRST TR EXCHANGE-TRADED FD29.1K shares78.67%2026-06-302026-07-28

VOO VANGUARD INDEX FDS829 shares10.53%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC975 shares13.77%2026-06-302026-07-28

LMT LOCKHEED MARTIN CORP1.1K shares0.93%2026-06-302026-07-28

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP6.4K shares-1.01%2026-06-302026-07-28

CAH CARDINAL HEALTH INC2.2K shares2.04%2026-06-302026-07-28

IEI ISHARES TR4.3K shares-1.66%2026-06-302026-07-28

SHY ISHARES TR6.1K shares-2.02%2026-06-302026-07-28

BCML BAYCOM CORP15.0K shares-31.82%2026-06-302026-07-28

VTIP VANGUARD MALVERN FDS9.8K shares-51.10%2026-06-302026-07-28

INTC INTEL CORP3.5K shares-10.40%2026-06-302026-07-28

FDN FIRST TR EXCHANGE-TRADED FD1.8K shares0.00%2026-06-302026-07-28

Sponsored

ABT ABBOTT LABORATORIES5.4K shares-1.67%2026-06-302026-07-28

FLRN SPDR SERIES TRUST15.7K shares-53.09%2026-06-302026-07-28

TXN TEXAS INSTRS INC1.6K sharesnew addition2026-06-302026-07-28

EPD ENTERPRISE PRODS PARTNERS L13.1K shares0.00%2026-06-302026-07-28

VGSH VANGUARD SCOTTSDALE FDS8.2K shares-52.43%2026-06-302026-07-28

GILD GILEAD SCIENCES INC3.7K shares0.54%2026-06-302026-07-28

WPM WHEATON PRECIOUS METALS CORP4.2K shares0.00%2026-06-302026-07-28

CFG CITIZENS FINL GROUP INC6.4K shares0.50%2026-06-302026-07-28

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED864 shares2.73%2026-06-302026-07-28

MEDTRONIC PLC MEDTRONIC PLC5.5K shares-0.09%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL841 shares-6.56%2026-06-302026-07-28

STRATEGY INC STRATEGY INC4.8K shares0.04%2026-06-302026-07-28

LHX L3HARRIS TECHNOLOGIES INC1.4K shares0.07%2026-06-302026-07-28

GS GOLDMAN SACHS GROUP INC410 shares0.74%2026-06-302026-07-28

WPC WP CAREY INC5.7K shares5.81%2026-06-302026-07-28

VRT VERTIV HOLDINGS CO1.2K shares1.93%2026-06-302026-07-28

Sponsored

MS MORGAN STANLEY1.9K shares-0.88%2026-06-302026-07-28

IAU ISHARES GOLD TR5.3K shares0.00%2026-06-302026-07-28

PPI INVESTMENT MANAGERS SER TR I18.9K shares-1.51%2026-06-302026-07-28

NSC NORFOLK SOUTHN CORP1.3K shares0.00%2026-06-302026-07-28

APH AMPHENOL CORP2.2K shares9.98%2026-06-302026-07-28

AXP AMERICAN EXPRESS CO1.2K shares-8.05%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION413 shares11.32%2026-06-302026-07-28

GLW CORNING INC1.5K shares-8.94%2026-06-302026-07-28

Sponsored

BDX BECTON DICKINSON & CO2.5K shares-0.67%2026-06-302026-07-28

CI THE CIGNA GROUP1.4K shares-1.08%2026-06-302026-07-28

BALL BALL CORP5.9K shares0.20%2026-06-302026-07-28

CCI CROWN CASTLE INC4.8K shares-0.41%2026-06-302026-07-28

ADI ANALOG DEVICES INC904 shares-1.85%2026-06-302026-07-28

IEF ISHARES TR3.7K shares-2.01%2026-06-302026-07-28

3M CO 3M CO2.1K shares0.00%2026-06-302026-07-28

FTCS FIRST TR EXCHANGE-TRADED FD3.6K shares0.00%2026-06-302026-07-28

Sponsored

MPC MARATHON PETE CORP1.3K shares-1.13%2026-06-302026-07-28

BTI BRITISH AMERN TOB PLC5.4K shares1.25%2026-06-302026-07-28

DHR DANAHER CORP DEL1.7K shares-0.69%2026-06-302026-07-28

ENB ENBRIDGE INC6.0K shares0.00%2026-06-302026-07-28

SCHD SCHWAB STRATEGIC TR9.9K shares0.00%2026-06-302026-07-28

CMCSA COMCAST CORP NEW12.7K shares-0.52%2026-06-302026-07-28

JNK SPDR SERIES TRUST3.2K shares0.00%2026-06-302026-07-28

GLPI GAMING & LEISURE P6.9K shares4.44%2026-06-302026-07-28

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.3K shares-3.49%2026-06-302026-07-28

BCAL CALIFORNIA BANCORP13.6K shares0.00%2026-06-302026-07-28

OXY OCCIDENTAL PETE CORP5.8K shares2.91%2026-06-302026-07-28

IGSB ISHARES TR5.4K shares-2.50%2026-06-302026-07-28

SHEL SHELL PLC3.6K shares-5.97%2026-06-302026-07-28

WASTE MGMT INC DEL WASTE MGMT INC DEL1.2K shares0.00%2026-06-302026-07-28

OVV OVINTIV INC5.0K shares-0.40%2026-06-302026-07-28

ET ENERGY TRANSFER L P13.5K shares0.01%2026-06-302026-07-28

Sponsored

DE DEERE & CO404 shares-66.99%2026-06-302026-07-28

WRB BERKLEY W R CORP3.6K shares-1.49%2026-06-302026-07-28

DOC HEALTHPEAK PROPERTIES INC11.5K shares0.12%2026-06-302026-07-28

FNF FIDELITY NATL FINL INC5.1K shares-0.21%2026-06-302026-07-28

ALAB ASTERA LABS INC500 sharesnew addition2026-06-302026-07-28

TMUS T-MOBILE US INC1.4K shares-2.08%2026-06-302026-07-28

NUE NUCOR CORP1.0K sharesnew addition2026-06-302026-07-28

BA BOEING CO1.1K shares0.00%2026-06-302026-07-28

Sponsored

TJX TJX COS INC NEW1.5K shares2.34%2026-06-302026-07-28

HIG HARTFORD INSURANCE GROUP INC1.7K shares-9.59%2026-06-302026-07-28

SPG SIMON PPTY GROUP INC NEW1.0K shares0.00%2026-06-302026-07-28

WMB WILLIAMS COS INC3.0K sharesnew addition2026-06-302026-07-28

UPS UNITED PARCEL SVCS INC2.1K shares-7.04%2026-06-302026-07-28

ORACLE CORP ORACLE CORP1.5K sharesnew addition2026-06-302026-07-28

BMY BRISTOL-MYERS SQUIBB CO3.7K shares0.00%2026-06-302026-07-28

HAL HALLIBURTON CO6.3K shares-3.08%2026-06-302026-07-28

Sponsored

VISA INC VISA INC622 sharesnew addition2026-06-302026-07-28

DINO HF SINCLAIR CORP3.1K sharesnew addition2026-06-302026-07-28

HDV ISHARES TR7.7K shares400.00%2026-06-302026-07-28

TFC TRUIST FINL CORP4.1K shares-1.35%2026-06-302026-07-28

JAAA JANUS DETROIT STR TR4.0K sharesnew addition2026-06-302026-07-28

RITM RITHM CAPITAL CORP20.0K shares0.00%2026-06-302026-07-28

PPLT ABRDN PLATINUM ETF TRUST11.5K shares900.00%2026-06-302026-07-28

CPAC CEMENTOS PACASMAYO S A A11.0K shares0.00%2026-06-302026-07-28

Sponsored

A2Z CUST2MATE SOLUTIONS CORP A2Z CUST2MATE SOLUTIONS CORP20.5K shares-8.89%2026-06-302026-07-28

STLA STELLANTIS N.V20.0K shares0.00%2026-06-302026-07-28

OCUL OCULAR THERAPEUTIX INC11.2K shares0.00%2026-06-302026-07-28

FEAM 5E ADVANCED MATERIALS INC49.6K shares189.50%2026-06-302026-07-28

SACH SACHEM CAP CORP13.9K shares0.00%2026-06-302026-07-28

RELIANCE INC

0.00%

Shares78.3K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

7.11%

Shares48.9K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

-0.23%

Shares44.3K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

1.90%

Shares35.7K

Event2026-06-30

Filed2026-07-28

GNLX

GENELUX CORPORATION

6.85%

Shares2.3M

Event2026-06-30

Filed2026-07-28

WFC

WELLS FARGO & CO

-0.03%

Shares75.6K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

1.04%

Shares14.0K

Event2026-06-30

Filed2026-07-28

QLD

PROSHARES TR

New

Shares51.2K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

3.33%

Shares20.3K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

-0.67%

Shares15.5K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

2.34%

Shares10.0K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

-18.86%

Shares3.4K

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP

-1.30%

Shares8.3K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

-3.66%

Shares10.1K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

-0.72%

Shares8.4K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

0.38%

Shares5.0K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

2.45%

Shares7.5K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

-14.24%

Shares21.6K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

-2.59%

Shares20.2K

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMER CORP

-1.60%

Shares39.7K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

-0.43%

Shares8.9K

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC

-0.42%

Shares6.2K

Event2026-06-30

Filed2026-07-28

CROWDSTRIKE HLDGS INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS

-0.42%

Shares7.3K

Event2026-06-30

Filed2026-07-28

MICRON TECHNOLOGY INC

-3.15%

Shares1.6K

Event2026-06-30

Filed2026-07-28

PARKER-HANNIFIN CORP

1.28%

Shares1.9K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

-0.43%

Shares12.6K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

-0.34%

Shares5.0K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD WORLD FD

1782.25%

Shares14.2K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC

-2.67%

Shares39.1K

Event2026-06-30

Filed2026-07-28

SITM

SITIME CORP

0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

-1.44%

Shares8.4K

Event2026-06-30

Filed2026-07-28

NVDL

GRANITESHARES ETF TR

200.00%

Shares51.0K

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO INC

-0.14%

Shares11.6K

Event2026-06-30

Filed2026-07-28

VIS

VANGUARD WORLD FD

-11.29%

Shares3.9K

Event2026-06-30

Filed2026-07-28

RDVY

FIRST TR EXCHANGE TRADED FD

1.21%

Shares16.7K

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS INC

-0.76%

Shares3.9K

Event2026-06-30

Filed2026-07-28

AT&T INC

-0.10%

Shares60.0K

Event2026-06-30

Filed2026-07-28

COP

CONOCOPHILLIPS

-0.09%

Shares11.8K

Event2026-06-30

Filed2026-07-28

MET

METLIFE INC

-0.61%

Shares13.9K

Event2026-06-30

Filed2026-07-28

VHT

VANGUARD WORLD FD

-9.92%

Shares3.9K

Event2026-06-30

Filed2026-07-28

BANK OF NY MELLON CORP

-1.54%

Shares8.1K

Event2026-06-30

Filed2026-07-28

ALTRIA GROUP INC

-0.54%

Shares16.1K

Event2026-06-30

Filed2026-07-28

BLK

BLACKROCK INC

-2.05%

Shares1.2K

Event2026-06-30

Filed2026-07-28

DELL

DELL TECHNOLOGIES INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-28

KMI

KINDER MORGAN INC DEL

-1.16%

Shares33.8K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

6.08%

Shares2.5K

Event2026-06-30

Filed2026-07-28

VDC

VANGUARD WORLD FD

-11.34%

Shares4.6K

Event2026-06-30

Filed2026-07-28

VPU

VANGUARD WORLD FD

-10.82%

Shares5.1K

Event2026-06-30

Filed2026-07-28

RTX CORPORATION

-3.81%

Shares5.3K

Event2026-06-30

Filed2026-07-28

VNQ

VANGUARD INDEX FDS

-11.72%

Shares10.3K

Event2026-06-30

Filed2026-07-28

VAW

VANGUARD WORLD FD

-11.58%

Shares4.3K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

-1.11%

Shares7.2K

Event2026-06-30

Filed2026-07-28

CMI

CUMMINS INC

3.31%

Shares1.4K

Event2026-06-30

Filed2026-07-28

VRTX

VERTEX PHARMACEUTICALS INC

-0.66%

Shares2.0K

Event2026-06-30

Filed2026-07-28

VDE

VANGUARD WORLD FD

-11.16%

Shares6.4K

Event2026-06-30

Filed2026-07-28

PNC

PNC FINL SVCS GROUP INC

-0.51%

Shares3.9K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

0.46%

Shares11.5K

Event2026-06-30

Filed2026-07-28

VOX

VANGUARD WORLD FD

New

Shares5.0K

Event2026-06-30

Filed2026-07-28

SHOP

SHOPIFY INC

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM INC

-1.00%

Shares4.8K

Event2026-06-30

Filed2026-07-28

MELI

MERCADOLIBRE INC

0.00%

Shares525

Event2026-06-30

Filed2026-07-28

CSX

CSX CORP

8.13%

Shares18.6K

Event2026-06-30

Filed2026-07-28

PRU

PRUDENTIAL FINL INC

-0.16%

Shares8.1K

Event2026-06-30

Filed2026-07-28

SOUTHERN CO

-1.38%

Shares9.1K

Event2026-06-30

Filed2026-07-28

DAL

DELTA AIR LINES INC

-0.01%

Shares9.2K

Event2026-06-30

Filed2026-07-28

FITB

FIFTH THIRD BANCORP

0.23%

Shares15.0K

Event2026-06-30

Filed2026-07-28

GENERAL DYNAMICS CORP

-1.52%

Shares2.3K

Event2026-06-30

Filed2026-07-28

PLD

PROLOGIS INC.

1.07%

Shares6.1K

Event2026-06-30

Filed2026-07-28

USB

US BANCORP

-0.43%

Shares13.4K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

-0.44%

Shares3.0K

Event2026-06-30

Filed2026-07-28

PFE

PFIZER INC

-0.10%

Shares31.9K

Event2026-06-30

Filed2026-07-28

AEP

AMERICAN ELEC PWR CO INC

-0.18%

Shares5.5K

Event2026-06-30

Filed2026-07-28

LAMR

LAMAR ADVERTISING CO

-0.29%

Shares4.9K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

4.83%

Shares1.8K

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

-9.40%

Shares10.4K

Event2026-06-30

Filed2026-07-28

COPX

GLOBAL X FDS

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-28

CITIGROUP INC

0.08%

Shares5.2K

Event2026-06-30

Filed2026-07-28

ALIBABA GROUP HLDG LTD

-2.48%

Shares7.4K

Event2026-06-30

Filed2026-07-28

SPACE EXPLORATION TECHN CORP

New

Shares4.2K

Event2026-06-30

Filed2026-07-28

STARWOOD PPTY TR INC

-0.24%

Shares42.3K

Event2026-06-30

Filed2026-07-28

FERG

FERGUSON ENTERPRISES INC

-0.71%

Shares2.8K

Event2026-06-30

Filed2026-07-28

HYG

ISHARES TR

-1.84%

Shares8.3K

Event2026-06-30

Filed2026-07-28

AJG

GALLAGHER ARTHUR J & CO

-3.95%

Shares2.7K

Event2026-06-30

Filed2026-07-28

TSLL

DIREXION SHARES ETF TRUST

0.00%

Shares44.3K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TR

-0.12%

Shares1.7K

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

-11.49%

Shares855

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

4.05%

Shares514

Event2026-06-30

Filed2026-07-28

EME

EMCOR GROUP INC

1.13%

Shares716

Event2026-06-30

Filed2026-07-28

VCSH

VANGUARD SCOTTSDALE FDS

-47.08%

Shares7.5K

Event2026-06-30

Filed2026-07-28

WCME

FIRST TR EXCHANGE-TRADED FD

60.17%

Shares30.1K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

16.17%

Shares783

Event2026-06-30

Filed2026-07-28

WCMI

FIRST TR EXCHANGE-TRADED FD

78.67%

Shares29.1K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

10.53%

Shares829

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

13.77%

Shares975

Event2026-06-30

Filed2026-07-28

LMT

LOCKHEED MARTIN CORP

0.93%

Shares1.1K

Event2026-06-30

Filed2026-07-28

PEG

PUBLIC SVC ENTERPRISE GROUP

-1.01%

Shares6.4K

Event2026-06-30

Filed2026-07-28

CAH

CARDINAL HEALTH INC

2.04%

Shares2.2K

Event2026-06-30

Filed2026-07-28

IEI

ISHARES TR

-1.66%

Shares4.3K

Event2026-06-30

Filed2026-07-28

SHY

ISHARES TR

-2.02%

Shares6.1K

Event2026-06-30

Filed2026-07-28

BCML

BAYCOM CORP

-31.82%

Shares15.0K

Event2026-06-30

Filed2026-07-28

VTIP

VANGUARD MALVERN FDS

-51.10%

Shares9.8K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

-10.40%

Shares3.5K

Event2026-06-30

Filed2026-07-28

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-28

ABT

ABBOTT LABORATORIES

-1.67%

Shares5.4K

Event2026-06-30

Filed2026-07-28

FLRN

SPDR SERIES TRUST

-53.09%

Shares15.7K

Event2026-06-30

Filed2026-07-28

TXN

TEXAS INSTRS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-28

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-28

VGSH

VANGUARD SCOTTSDALE FDS

-52.43%

Shares8.2K

Event2026-06-30

Filed2026-07-28

GILD

GILEAD SCIENCES INC

0.54%

Shares3.7K

Event2026-06-30

Filed2026-07-28

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-28

CFG

CITIZENS FINL GROUP INC

0.50%

Shares6.4K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

2.73%

Shares864

Event2026-06-30

Filed2026-07-28

MEDTRONIC PLC

-0.09%

Shares5.5K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

-6.56%

Shares841

Event2026-06-30

Filed2026-07-28

STRATEGY INC

0.04%

Shares4.8K

Event2026-06-30

Filed2026-07-28

LHX

L3HARRIS TECHNOLOGIES INC

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-28

GOLDMAN SACHS GROUP INC

0.74%

Shares410

Event2026-06-30

Filed2026-07-28

WPC

WP CAREY INC

5.81%

Shares5.7K

Event2026-06-30

Filed2026-07-28

VRT

VERTIV HOLDINGS CO

1.93%

Shares1.2K

Event2026-06-30

Filed2026-07-28

MORGAN STANLEY

-0.88%

Shares1.9K

Event2026-06-30

Filed2026-07-28

IAU

ISHARES GOLD TR

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-28

PPI

INVESTMENT MANAGERS SER TR I

-1.51%

Shares18.9K

Event2026-06-30

Filed2026-07-28

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-28

APH

AMPHENOL CORP

9.98%

Shares2.2K

Event2026-06-30

Filed2026-07-28

AXP

AMERICAN EXPRESS CO

-8.05%

Shares1.2K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

11.32%

Shares413

Event2026-06-30

Filed2026-07-28

GLW

CORNING INC

-8.94%

Shares1.5K

Event2026-06-30

Filed2026-07-28

BDX

BECTON DICKINSON & CO

-0.67%

Shares2.5K

Event2026-06-30

Filed2026-07-28

THE CIGNA GROUP

-1.08%

Shares1.4K

Event2026-06-30

Filed2026-07-28

BALL

BALL CORP

0.20%

Shares5.9K

Event2026-06-30

Filed2026-07-28

CCI

CROWN CASTLE INC

-0.41%

Shares4.8K

Event2026-06-30

Filed2026-07-28

ADI

ANALOG DEVICES INC

-1.85%

Shares904

Event2026-06-30

Filed2026-07-28

IEF

ISHARES TR

-2.01%

Shares3.7K

Event2026-06-30

Filed2026-07-28

3M CO

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-28

FTCS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-28

MPC

MARATHON PETE CORP

-1.13%

Shares1.3K

Event2026-06-30

Filed2026-07-28

BTI

BRITISH AMERN TOB PLC

1.25%

Shares5.4K

Event2026-06-30

Filed2026-07-28

DHR

DANAHER CORP DEL

-0.69%

Shares1.7K

Event2026-06-30

Filed2026-07-28

ENB

ENBRIDGE INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-28

CMCSA

COMCAST CORP NEW

-0.52%

Shares12.7K

Event2026-06-30

Filed2026-07-28

JNK

SPDR SERIES TRUST

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-28

GLPI

GAMING & LEISURE P

4.44%

Shares6.9K

Event2026-06-30

Filed2026-07-28

ADP

AUTOMATIC DATA PROCESSING IN

-3.49%

Shares1.3K

Event2026-06-30

Filed2026-07-28

BCAL

CALIFORNIA BANCORP

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-28

OXY

OCCIDENTAL PETE CORP

2.91%

Shares5.8K

Event2026-06-30

Filed2026-07-28

IGSB

ISHARES TR

-2.50%

Shares5.4K

Event2026-06-30

Filed2026-07-28

SHEL

SHELL PLC

-5.97%

Shares3.6K

Event2026-06-30

Filed2026-07-28

WASTE MGMT INC DEL

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-28

OVV

OVINTIV INC

-0.40%

Shares5.0K

Event2026-06-30

Filed2026-07-28

ENERGY TRANSFER L P

0.01%

Shares13.5K

Event2026-06-30

Filed2026-07-28

DEERE & CO

-66.99%

Shares404

Event2026-06-30

Filed2026-07-28

WRB

BERKLEY W R CORP

-1.49%

Shares3.6K

Event2026-06-30

Filed2026-07-28

DOC

HEALTHPEAK PROPERTIES INC

0.12%

Shares11.5K

Event2026-06-30

Filed2026-07-28

FNF

FIDELITY NATL FINL INC

-0.21%

Shares5.1K

Event2026-06-30

Filed2026-07-28

ALAB

ASTERA LABS INC

New

Shares500

Event2026-06-30

Filed2026-07-28

TMUS

T-MOBILE US INC

-2.08%

Shares1.4K

Event2026-06-30

Filed2026-07-28

NUE

NUCOR CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-28

BOEING CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-28

TJX

TJX COS INC NEW

2.34%

Shares1.5K

Event2026-06-30

Filed2026-07-28

HIG

HARTFORD INSURANCE GROUP INC

-9.59%

Shares1.7K

Event2026-06-30

Filed2026-07-28

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-28

WMB

WILLIAMS COS INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-28

UPS

UNITED PARCEL SVCS INC

-7.04%

Shares2.1K

Event2026-06-30

Filed2026-07-28

ORACLE CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-28

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-28

HAL

HALLIBURTON CO

-3.08%

Shares6.3K

Event2026-06-30

Filed2026-07-28

VISA INC

New

Shares622

Event2026-06-30

Filed2026-07-28

DINO

HF SINCLAIR CORP

New

Shares3.1K

Event2026-06-30

Filed2026-07-28

HDV

ISHARES TR

400.00%

Shares7.7K

Event2026-06-30

Filed2026-07-28

TFC

TRUIST FINL CORP

-1.35%

Shares4.1K

Event2026-06-30

Filed2026-07-28

JAAA

JANUS DETROIT STR TR

New

Shares4.0K

Event2026-06-30

Filed2026-07-28

RITM

RITHM CAPITAL CORP

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-28

PPLT

ABRDN PLATINUM ETF TRUST

900.00%

Shares11.5K

Event2026-06-30

Filed2026-07-28

CPAC

CEMENTOS PACASMAYO S A A

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-28

A2Z CUST2MATE SOLUTIONS CORP

-8.89%

Shares20.5K

Event2026-06-30

Filed2026-07-28

STLA

STELLANTIS N.V

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-28

OCUL

OCULAR THERAPEUTIX INC

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-28

FEAM

5E ADVANCED MATERIALS INC

189.50%

Shares49.6K

Event2026-06-30

Filed2026-07-28

SACH

SACHEM CAP CORP

0.00%

Shares13.9K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available