Sponsored

The Analysis of Yoder Wealth Management, Inc.'s Holdings & P&L

Currently, Yoder Wealth Management, Inc. holds 129 types of securities in its portfolio with a total value $255.9M. In the most recent quarter, they have increased their positions in VUG (+68.3K shares, valued at $5.9M), USFR (+36.7K shares, valued at $1.8M), FTEC (+6.2K shares, valued at $1.8M); decreased their positions in ABNB (-3.4K shares, valued at $491.3K), FENY (-11.5K shares, valued at $341.2K), QUAL (-1.5K shares, valued at $329.7K); initiated new positions in FXE (+5.5K shares, valued at $579.9K), INTC (+2.3K shares, valued at $315.6K), MU (+263 shares, valued at $303.6K).

1M P&L

+575.3K+0.21%

3M P&L

+7.4M+2.84%

HY P&L

+16.6M+6.58%

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/A207.4M

84.3%

2Consumer Electronics12.8M

5.2%

3Software - Infrastructure4.6M

1.9%

Top Industries by Stock Count

1N/A82 stocks

69.5%

2Semiconductors4 stocks

3.4%

3Drug Manufacturers - General4 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FTEC FIDELITY COVINGTON TRUST104.3K shares6.29%2026-06-302026-07-22

AAPL APPLE INC44.3K shares-1.32%2026-06-302026-07-22

RSPT INVESCO EXCHANGE TRADED FD T161.7K shares2.73%2026-06-302026-07-22

FCOM FIDELITY COVINGTON TRUST117.8K shares11.32%2026-06-302026-07-22

FNCL FIDELITY COVINGTON TRUST104.5K shares11.62%2026-06-302026-07-22

FIDU FIDELITY COVINGTON TRUST79.7K shares4.71%2026-06-302026-07-22

FHLC FIDELITY COVINGTON TRUST102.1K shares13.57%2026-06-302026-07-22

VUG VANGUARD INDEX FDS83.7K shares443.39%2026-06-302026-07-22

Sponsored

FDIS FIDELITY COVINGTON TRUST66.5K shares11.79%2026-06-302026-07-22

USFR WISDOMTREE TR132.7K shares38.29%2026-06-302026-07-22

QUAL ISHARES TR30.5K shares-4.74%2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS27.0K shares-4.75%2026-06-302026-07-22

LTPZ PIMCO ETF TR118.3K shares4.41%2026-06-302026-07-22

VCIT VANGUARD SCOTTSDALE FDS67.9K shares-0.91%2026-06-302026-07-22

IBTM ISHARES TR216.8K shares39.58%2026-06-302026-07-22

XLK SELECT SECTOR SPDR TR24.9K shares-5.99%2026-06-302026-07-22

Sponsored

IBTL ISHARES TR226.2K shares1.14%2026-06-302026-07-22

IBIH ISHARES TR165.3K shares14.99%2026-06-302026-07-22

TFLO ISHARES TR85.7K shares9.38%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS11.5K shares0.53%2026-06-302026-07-22

PRF INVESCO EXCHANGE TRADED FD T76.1K shares-0.85%2026-06-302026-07-22

RSPF INVESCO EXCHANGE TRADED FD T45.6K shares2.58%2026-06-302026-07-22

GOOG ALPHABET INC8.9K shares1.16%2026-06-302026-07-22

FENY FIDELITY COVINGTON TRUST101.0K shares-10.25%2026-06-302026-07-22

Sponsored

FNDA SCHWAB STRATEGIC TR76.5K shares-0.29%2026-06-302026-07-22

TLT ISHARES TR32.9K shares-0.74%2026-06-302026-07-22

ABNB AIRBNB INC19.5K shares-15.00%2026-06-302026-07-22

AMZN AMAZON COM INC11.4K shares5.80%2026-06-302026-07-22

XSOE WISDOMTREE TR55.5K shares-0.03%2026-06-302026-07-22

XYZ BLOCK INC34.5K shares0.00%2026-06-302026-07-22

FUTY FIDELITY COVINGTON TRUST44.8K shares-6.76%2026-06-302026-07-22

DFAE DIMENSIONAL ETF TRUST64.3K shares0.00%2026-06-302026-07-22

Sponsored

FSTA FIDELITY COVINGTON TRUST47.8K shares1.30%2026-06-302026-07-22

DFUS DIMENSIONAL ETF TRUST30.4K shares0.68%2026-06-302026-07-22

NVDA NVIDIA CORPORATION12.4K shares3.13%2026-06-302026-07-22

RSPH INVESCO EXCHANGE TRADED FD T71.7K shares1.26%2026-06-302026-07-22

FNDB SCHWAB STRATEGIC TR72.6K shares0.00%2026-06-302026-07-22

TDTF FLEXSHARES TR81.6K shares-2.83%2026-06-302026-07-22

RSPD INVESCO EXCHANGE TRADED FD T34.5K shares4.42%2026-06-302026-07-22

MSFT MICROSOFT CORP4.8K shares5.18%2026-06-302026-07-22

Sponsored

FNDX SCHWAB STRATEGIC TR49.7K shares-11.82%2026-06-302026-07-22

IQLT ISHARES TR31.1K shares-0.77%2026-06-302026-07-22

FMAT FIDELITY COVINGTON TRUST23.1K shares-7.59%2026-06-302026-07-22

RSPC INVESCO EXCHANGE TRADED FD T35.6K shares7.55%2026-06-302026-07-22

BROADCOM INC BROADCOM INC3.2K shares5.23%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC2.0K shares4.57%2026-06-302026-07-22

SCHD SCHWAB STRATEGIC TR33.6K shares-9.68%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS14.8K shares0.00%2026-06-302026-07-22

Sponsored

IBDW ISHARES TR49.8K shares26.07%2026-06-302026-07-22

IBTK ISHARES TR49.0K shares0.51%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL1.8K shares0.27%2026-06-302026-07-22

SCHH SCHWAB STRATEGIC TR38.8K shares-19.72%2026-06-302026-07-22

RSPS INVESCO EXCHANGE TRADED FD T29.3K shares-11.00%2026-06-302026-07-22

VCR VANGUARD WORLD FD2.0K shares1.88%2026-06-302026-07-22

DFAU DIMENSIONAL ETF TRUST15.2K shares-20.95%2026-06-302026-07-22

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC6.3K shares1.25%2026-06-302026-07-22

Sponsored

FALN ISHARES TR26.9K shares-1.46%2026-06-302026-07-22

SPDW SPDR INDEX SHS FDS14.3K shares0.00%2026-06-302026-07-22

TSLA TESLA INC1.7K shares5.24%2026-06-302026-07-22

VTV VANGUARD INDEX FDS3.2K shares0.00%2026-06-302026-07-22

IWY ISHARES TR2.4K shares0.00%2026-06-302026-07-22

AMD ADVANCED MICRO DEVICES INC1.2K shares1.55%2026-06-302026-07-22

DFAC DIMENSIONAL ETF TRUST13.4K shares0.00%2026-06-302026-07-22

FXE INVESCO CURRENCYSHARES EURO5.5K sharesnew addition2026-06-302026-07-22

Sponsored

VOE VANGUARD INDEX FDS2.9K shares0.00%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.7K shares0.52%2026-06-302026-07-22

GOOGL ALPHABET INC1.6K shares0.00%2026-06-302026-07-22

VISA INC VISA INC1.6K shares-2.28%2026-06-302026-07-22

VGT VANGUARD WORLD FD4.6K shares700.00%2026-06-302026-07-22

VV VANGUARD INDEX FDS1.6K shares-0.63%2026-06-302026-07-22

IBTG ISHARES TR22.5K shares-3.01%2026-06-302026-07-22

DFAR DIMENSIONAL ETF TRUST19.2K shares-3.82%2026-06-302026-07-22

Sponsored

PSCT INVESCO EXCH TRADED FD TR II5.4K shares0.00%2026-06-302026-07-22

LRCX LAM RESEARCH CORP1.1K shares3.29%2026-06-302026-07-22

SCHP SCHWAB STRATEGIC TR18.4K shares0.00%2026-06-302026-07-22

VHT VANGUARD WORLD FD1.6K shares0.00%2026-06-302026-07-22

CISCO SYS INC CISCO SYS INC3.9K shares-6.26%2026-06-302026-07-22

FNDC SCHWAB STRATEGIC TR9.3K shares0.00%2026-06-302026-07-22

C CITIGROUP INC3.1K shares0.98%2026-06-302026-07-22

VDE VANGUARD WORLD FD2.7K shares0.00%2026-06-302026-07-22

Sponsored

TER TERADYNE INC845 shares0.00%2026-06-302026-07-22

VOX VANGUARD WORLD FD2.2K shares0.00%2026-06-302026-07-22

IYY ISHARES TR2.2K shares0.00%2026-06-302026-07-22

IWX ISHARES TR3.7K shares0.00%2026-06-302026-07-22

DFAT DIMENSIONAL ETF TRUST5.5K shares0.00%2026-06-302026-07-22

IBII ISHARES TR14.6K shares0.00%2026-06-302026-07-22

VAW VANGUARD WORLD FD1.6K shares-1.51%2026-06-302026-07-22

IBDV ISHARES TR16.9K shares0.00%2026-06-302026-07-22

Sponsored

O REALTY INCOME CORP5.8K shares0.50%2026-06-302026-07-22

MASTERCARD INCORPORATED MASTERCARD INCORPORATED682 shares1.64%2026-06-302026-07-22

VBR VANGUARD INDEX FDS1.4K shares0.42%2026-06-302026-07-22

IBDR ISHARES TR13.8K shares6.95%2026-06-302026-07-22

LLY ELI LILLY & CO279 shares1.09%2026-06-302026-07-22

PSA PUBLIC STORAGE1.0K shares-0.47%2026-06-302026-07-22

PLD PROLOGIS INC.2.5K shares0.65%2026-06-302026-07-22

WMT WALMART INC2.9K shares6.80%2026-06-302026-07-22

Sponsored

IBTH ISHARES TR14.6K shares0.00%2026-06-302026-07-22

IBTI ISHARES TR14.5K shares10.71%2026-06-302026-07-22

IEF ISHARES TR3.4K shares0.00%2026-06-302026-07-22

INTC INTEL CORP2.3K sharesnew addition2026-06-302026-07-22

GE GE AEROSPACE822 shares7.17%2026-06-302026-07-22

MU MICRON TECHNOLOGY INC263 sharesnew addition2026-06-302026-07-22

IBDS ISHARES TR12.5K shares2.46%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON1.2K shares-5.80%2026-06-302026-07-22

Sponsored

RSPG INVESCO EXCHANGE TRADED FD T2.9K shares0.69%2026-06-302026-07-22

PG PROCTER & GAMBLE CO1.9K shares1.42%2026-06-302026-07-22

QQQ INVESCO QQQ TR379 shares0.00%2026-06-302026-07-22

EQIX EQUINIX INC266 shares0.00%2026-06-302026-07-22

VZ VERIZON COMMUNICATIONS INC6.5K shares1.57%2026-06-302026-07-22

BSCS INVESCO EXCH TRD SLF IDX FD13.4K shares0.00%2026-06-302026-07-22

AMT AMERICAN TOWER CORP1.6K shares0.61%2026-06-302026-07-22

RSPN INVESCO EXCHANGE TRADED FD T4.2K shares19.20%2026-06-302026-07-22

Sponsored

MRK MERCK & CO INC2.0K shares-1.46%2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP1.8K shares0.66%2026-06-302026-07-22

BSCQ INVESCO EXCH TRD SLF IDX FD12.7K shares0.00%2026-06-302026-07-22

IEMG ISHARES INC2.9K shares0.00%2026-06-302026-07-22

ABBVIE INC ABBVIE INC960 shares1.91%2026-06-302026-07-22

MO ALTRIA GROUP INC3.3K shares1.10%2026-06-302026-07-22

RSPM INVESCO EXCHANGE TRADED FD T6.1K shares-25.64%2026-06-302026-07-22

APH AMPHENOL CORP1.3K sharesnew addition2026-06-302026-07-22

Sponsored

CRM SALESFORCE INC1.4K shares3.95%2026-06-302026-07-22

PANW PALO ALTO NETWORKS INC640 sharesnew addition2026-06-302026-07-22

BK BANK OF NY MELLON CORP1.5K sharesnew addition2026-06-302026-07-22

IBDT ISHARES TR8.4K sharesnew addition2026-06-302026-07-22

AMGN AMGEN INC583 shares1.57%2026-06-302026-07-22

DIS DISNEY WALT CO2.2K shares-6.15%2026-06-302026-07-22

BAC BANK OF AMER CORP3.6K sharesnew addition2026-06-302026-07-22

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC485 sharesnew addition2026-06-302026-07-22

Sponsored

BSCV INVESCO EXCH TRD SLF IDX FD10.7K shares5.94%2026-06-302026-07-22

FTEC

FIDELITY COVINGTON TRUST

6.29%

Shares104.3K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

-1.32%

Shares44.3K

Event2026-06-30

Filed2026-07-22

RSPT

INVESCO EXCHANGE TRADED FD T

2.73%

Shares161.7K

Event2026-06-30

Filed2026-07-22

FCOM

FIDELITY COVINGTON TRUST

11.32%

Shares117.8K

Event2026-06-30

Filed2026-07-22

FNCL

FIDELITY COVINGTON TRUST

11.62%

Shares104.5K

Event2026-06-30

Filed2026-07-22

FIDU

FIDELITY COVINGTON TRUST

4.71%

Shares79.7K

Event2026-06-30

Filed2026-07-22

FHLC

FIDELITY COVINGTON TRUST

13.57%

Shares102.1K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

443.39%

Shares83.7K

Event2026-06-30

Filed2026-07-22

FDIS

FIDELITY COVINGTON TRUST

11.79%

Shares66.5K

Event2026-06-30

Filed2026-07-22

USFR

WISDOMTREE TR

38.29%

Shares132.7K

Event2026-06-30

Filed2026-07-22

QUAL

ISHARES TR

-4.74%

Shares30.5K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

-4.75%

Shares27.0K

Event2026-06-30

Filed2026-07-22

LTPZ

PIMCO ETF TR

4.41%

Shares118.3K

Event2026-06-30

Filed2026-07-22

VCIT

VANGUARD SCOTTSDALE FDS

-0.91%

Shares67.9K

Event2026-06-30

Filed2026-07-22

IBTM

ISHARES TR

39.58%

Shares216.8K

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

-5.99%

Shares24.9K

Event2026-06-30

Filed2026-07-22

IBTL

ISHARES TR

1.14%

Shares226.2K

Event2026-06-30

Filed2026-07-22

IBIH

ISHARES TR

14.99%

Shares165.3K

Event2026-06-30

Filed2026-07-22

TFLO

ISHARES TR

9.38%

Shares85.7K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.53%

Shares11.5K

Event2026-06-30

Filed2026-07-22

PRF

INVESCO EXCHANGE TRADED FD T

-0.85%

Shares76.1K

Event2026-06-30

Filed2026-07-22

RSPF

INVESCO EXCHANGE TRADED FD T

2.58%

Shares45.6K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

1.16%

Shares8.9K

Event2026-06-30

Filed2026-07-22

FENY

FIDELITY COVINGTON TRUST

-10.25%

Shares101.0K

Event2026-06-30

Filed2026-07-22

FNDA

SCHWAB STRATEGIC TR

-0.29%

Shares76.5K

Event2026-06-30

Filed2026-07-22

TLT

ISHARES TR

-0.74%

Shares32.9K

Event2026-06-30

Filed2026-07-22

ABNB

AIRBNB INC

-15.00%

Shares19.5K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

5.80%

Shares11.4K

Event2026-06-30

Filed2026-07-22

XSOE

WISDOMTREE TR

-0.03%

Shares55.5K

Event2026-06-30

Filed2026-07-22

XYZ

BLOCK INC

0.00%

Shares34.5K

Event2026-06-30

Filed2026-07-22

FUTY

FIDELITY COVINGTON TRUST

-6.76%

Shares44.8K

Event2026-06-30

Filed2026-07-22

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares64.3K

Event2026-06-30

Filed2026-07-22

FSTA

FIDELITY COVINGTON TRUST

1.30%

Shares47.8K

Event2026-06-30

Filed2026-07-22

DFUS

DIMENSIONAL ETF TRUST

0.68%

Shares30.4K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

3.13%

Shares12.4K

Event2026-06-30

Filed2026-07-22

RSPH

INVESCO EXCHANGE TRADED FD T

1.26%

Shares71.7K

Event2026-06-30

Filed2026-07-22

FNDB

SCHWAB STRATEGIC TR

0.00%

Shares72.6K

Event2026-06-30

Filed2026-07-22

TDTF

FLEXSHARES TR

-2.83%

Shares81.6K

Event2026-06-30

Filed2026-07-22

RSPD

INVESCO EXCHANGE TRADED FD T

4.42%

Shares34.5K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

5.18%

Shares4.8K

Event2026-06-30

Filed2026-07-22

FNDX

SCHWAB STRATEGIC TR

-11.82%

Shares49.7K

Event2026-06-30

Filed2026-07-22

IQLT

ISHARES TR

-0.77%

Shares31.1K

Event2026-06-30

Filed2026-07-22

FMAT

FIDELITY COVINGTON TRUST

-7.59%

Shares23.1K

Event2026-06-30

Filed2026-07-22

RSPC

INVESCO EXCHANGE TRADED FD T

7.55%

Shares35.6K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

5.23%

Shares3.2K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

4.57%

Shares2.0K

Event2026-06-30

Filed2026-07-22

SCHD

SCHWAB STRATEGIC TR

-9.68%

Shares33.6K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares14.8K

Event2026-06-30

Filed2026-07-22

IBDW

ISHARES TR

26.07%

Shares49.8K

Event2026-06-30

Filed2026-07-22

IBTK

ISHARES TR

0.51%

Shares49.0K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.27%

Shares1.8K

Event2026-06-30

Filed2026-07-22

SCHH

SCHWAB STRATEGIC TR

-19.72%

Shares38.8K

Event2026-06-30

Filed2026-07-22

RSPS

INVESCO EXCHANGE TRADED FD T

-11.00%

Shares29.3K

Event2026-06-30

Filed2026-07-22

VCR

VANGUARD WORLD FD

1.88%

Shares2.0K

Event2026-06-30

Filed2026-07-22

DFAU

DIMENSIONAL ETF TRUST

-20.95%

Shares15.2K

Event2026-06-30

Filed2026-07-22

PALANTIR TECHNOLOGIES INC

1.25%

Shares6.3K

Event2026-06-30

Filed2026-07-22

FALN

ISHARES TR

-1.46%

Shares26.9K

Event2026-06-30

Filed2026-07-22

SPDW

SPDR INDEX SHS FDS

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

5.24%

Shares1.7K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-22

IWY

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

1.55%

Shares1.2K

Event2026-06-30

Filed2026-07-22

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-22

FXE

INVESCO CURRENCYSHARES EURO

New

Shares5.5K

Event2026-06-30

Filed2026-07-22

VOE

VANGUARD INDEX FDS

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

0.52%

Shares1.7K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-22

VISA INC

-2.28%

Shares1.6K

Event2026-06-30

Filed2026-07-22

VGT

VANGUARD WORLD FD

700.00%

Shares4.6K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-0.63%

Shares1.6K

Event2026-06-30

Filed2026-07-22

IBTG

ISHARES TR

-3.01%

Shares22.5K

Event2026-06-30

Filed2026-07-22

DFAR

DIMENSIONAL ETF TRUST

-3.82%

Shares19.2K

Event2026-06-30

Filed2026-07-22

PSCT

INVESCO EXCH TRADED FD TR II

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-22

LRCX

LAM RESEARCH CORP

3.29%

Shares1.1K

Event2026-06-30

Filed2026-07-22

SCHP

SCHWAB STRATEGIC TR

0.00%

Shares18.4K

Event2026-06-30

Filed2026-07-22

VHT

VANGUARD WORLD FD

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

-6.26%

Shares3.9K

Event2026-06-30

Filed2026-07-22

FNDC

SCHWAB STRATEGIC TR

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-22

CITIGROUP INC

0.98%

Shares3.1K

Event2026-06-30

Filed2026-07-22

VDE

VANGUARD WORLD FD

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-22

TER

TERADYNE INC

0.00%

Shares845

Event2026-06-30

Filed2026-07-22

VOX

VANGUARD WORLD FD

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-22

IYY

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-22

IWX

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-22

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-22

IBII

ISHARES TR

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-22

VAW

VANGUARD WORLD FD

-1.51%

Shares1.6K

Event2026-06-30

Filed2026-07-22

IBDV

ISHARES TR

0.00%

Shares16.9K

Event2026-06-30

Filed2026-07-22

REALTY INCOME CORP

0.50%

Shares5.8K

Event2026-06-30

Filed2026-07-22

MASTERCARD INCORPORATED

1.64%

Shares682

Event2026-06-30

Filed2026-07-22

VBR

VANGUARD INDEX FDS

0.42%

Shares1.4K

Event2026-06-30

Filed2026-07-22

IBDR

ISHARES TR

6.95%

Shares13.8K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

1.09%

Shares279

Event2026-06-30

Filed2026-07-22

PSA

PUBLIC STORAGE

-0.47%

Shares1.0K

Event2026-06-30

Filed2026-07-22

PLD

PROLOGIS INC.

0.65%

Shares2.5K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

6.80%

Shares2.9K

Event2026-06-30

Filed2026-07-22

IBTH

ISHARES TR

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-22

IBTI

ISHARES TR

10.71%

Shares14.5K

Event2026-06-30

Filed2026-07-22

IEF

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-22

GE AEROSPACE

7.17%

Shares822

Event2026-06-30

Filed2026-07-22

MICRON TECHNOLOGY INC

New

Shares263

Event2026-06-30

Filed2026-07-22

IBDS

ISHARES TR

2.46%

Shares12.5K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

-5.80%

Shares1.2K

Event2026-06-30

Filed2026-07-22

RSPG

INVESCO EXCHANGE TRADED FD T

0.69%

Shares2.9K

Event2026-06-30

Filed2026-07-22

PROCTER & GAMBLE CO

1.42%

Shares1.9K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

0.00%

Shares379

Event2026-06-30

Filed2026-07-22

EQIX

EQUINIX INC

0.00%

Shares266

Event2026-06-30

Filed2026-07-22

VERIZON COMMUNICATIONS INC

1.57%

Shares6.5K

Event2026-06-30

Filed2026-07-22

BSCS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-22

AMT

AMERICAN TOWER CORP

0.61%

Shares1.6K

Event2026-06-30

Filed2026-07-22

RSPN

INVESCO EXCHANGE TRADED FD T

19.20%

Shares4.2K

Event2026-06-30

Filed2026-07-22

MRK

MERCK & CO INC

-1.46%

Shares2.0K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

0.66%

Shares1.8K

Event2026-06-30

Filed2026-07-22

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

1.91%

Shares960

Event2026-06-30

Filed2026-07-22

ALTRIA GROUP INC

1.10%

Shares3.3K

Event2026-06-30

Filed2026-07-22

RSPM

INVESCO EXCHANGE TRADED FD T

-25.64%

Shares6.1K

Event2026-06-30

Filed2026-07-22

APH

AMPHENOL CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-22

CRM

SALESFORCE INC

3.95%

Shares1.4K

Event2026-06-30

Filed2026-07-22

PANW

PALO ALTO NETWORKS INC

New

Shares640

Event2026-06-30

Filed2026-07-22

BANK OF NY MELLON CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-22

IBDT

ISHARES TR

New

Shares8.4K

Event2026-06-30

Filed2026-07-22

AMGN

AMGEN INC

1.57%

Shares583

Event2026-06-30

Filed2026-07-22

DIS

DISNEY WALT CO

-6.15%

Shares2.2K

Event2026-06-30

Filed2026-07-22

BAC

BANK OF AMER CORP

New

Shares3.6K

Event2026-06-30

Filed2026-07-22

UNITEDHEALTH GROUP INC

New

Shares485

Event2026-06-30

Filed2026-07-22

BSCV

INVESCO EXCH TRD SLF IDX FD

5.94%

Shares10.7K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available