Sponsored

The Analysis of Crown Wealth Group, LLC's Holdings & P&L

Currently, Crown Wealth Group, LLC holds 150 types of securities in its portfolio with a total value $393.0M. In the most recent quarter, they have increased their positions in VUG (+114.8K shares, valued at $9.9M), DYNF (+110.8K shares, valued at $7.5M), IYW (+8.5K shares, valued at $2.1M); decreased their positions in QUAL (-39.0K shares, valued at $8.6M), SGOV (-14.5K shares, valued at $1.5M), PYLD (-26.5K shares, valued at $701.5K); initiated new positions in MRVL (+1.8K shares, valued at $543.6K), NNOV (+16.6K shares, valued at $522.0K), INTC (+3.7K shares, valued at $519.7K).

1M P&L

+282.5K+0.09%

3M P&L

+10.1M+3.26%

HY P&L

-26.2M-7.61%

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/A240.1M

73.8%

2Semiconductors14.5M

4.4%

3Consumer Electronics10.5M

3.2%

Top Industries by Stock Count

1N/A58 stocks

46.0%

2Semiconductors8 stocks

6.3%

3Drug Manufacturers - General4 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST657.4K shares1.97%2026-06-302026-07-21

SPDR SERIES TRUST SPDR SERIES TRUST494.5K shares2.14%2026-06-302026-07-21

BALT INNOVATOR ETFS TRUST978.9K shares4.47%2026-06-302026-07-21

DMAX ISHARES TR513.5K shares2.99%2026-06-302026-07-21

CPRY CALAMOS ETF TR499.4K shares5.22%2026-06-302026-07-21

DYNF BLACKROCK ETF TRUST204.5K shares118.28%2026-06-302026-07-21

SGOV ISHARES TR131.9K shares-9.93%2026-06-302026-07-21

SMH VANECK ETF TRUST19.6K shares1.47%2026-06-302026-07-21

Sponsored

VUG VANGUARD INDEX FDS137.2K shares513.88%2026-06-302026-07-21

IYW ISHARES TR44.2K shares23.81%2026-06-302026-07-21

AAPL APPLE INC36.2K shares10.14%2026-06-302026-07-21

NVDA NVIDIA CORPORATION50.2K shares1.42%2026-06-302026-07-21

MSFT MICROSOFT CORP25.4K shares5.41%2026-06-302026-07-21

DUHP DIMENSIONAL ETF TRUST209.3K shares-0.92%2026-06-302026-07-21

GOOGL ALPHABET INC20.0K shares-0.59%2026-06-302026-07-21

AMZN AMAZON COM INC23.8K shares0.94%2026-06-302026-07-21

Sponsored

VIS VANGUARD WORLD FD15.1K shares13.15%2026-06-302026-07-21

BJAN INNOVATOR ETFS TRUST83.6K shares-6.54%2026-06-302026-07-21

DFAE DIMENSIONAL ETF TRUST112.5K shares4.75%2026-06-302026-07-21

LLY ELI LILLY & CO3.2K shares0.41%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL7.5K shares-2.36%2026-06-302026-07-21

PJAN INNOVATOR ETFS TRUST70.2K shares-8.15%2026-06-302026-07-21

IAU ISHARES GOLD TR43.9K shares1.77%2026-06-302026-07-21

GOOG ALPHABET INC9.3K shares5.22%2026-06-302026-07-21

Sponsored

LEGH LEGACY HOUSING CORP108.0K shares-18.18%2026-06-302026-07-21

TSLA TESLA INC6.3K shares15.84%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC4.7K shares3.00%2026-06-302026-07-21

QUAL ISHARES TR11.8K shares-76.83%2026-06-302026-07-21

BROADCOM INC BROADCOM INC6.7K shares2.45%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.3K shares14.36%2026-06-302026-07-21

XLB SELECT SECTOR SPDR TR45.1K shares12.07%2026-06-302026-07-21

NJAN INNOVATOR ETFS TRUST38.3K shares0.00%2026-06-302026-07-21

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO5.6K shares1.38%2026-06-302026-07-21

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A3.9K shares-2.49%2026-06-302026-07-21

ISHARES TR ISHARES TR2.1K shares5.88%2026-06-302026-07-21

WFC WELLS FARGO & CO18.6K shares17.23%2026-06-302026-07-21

UBSI UNITED BANKSHARES INC WEST V33.0K shares0.00%2026-06-302026-07-21

MINT PIMCO ETF TR14.9K shares95.59%2026-06-302026-07-21

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-21

CIBR FIRST TR EXCHANGE-TRADED FD16.6K shares-3.99%2026-06-302026-07-21

Sponsored

MGK VANGUARD WORLD FD16.7K shares451.37%2026-06-302026-07-21

VOO VANGUARD INDEX FDS2.1K shares10.03%2026-06-302026-07-21

VISA INC VISA INC4.1K shares0.50%2026-06-302026-07-21

WMT WALMART INC12.1K shares2.29%2026-06-302026-07-21

ESGU ISHARES TR7.6K shares0.00%2026-06-302026-07-21

VOX VANGUARD WORLD FD6.6K shares-0.32%2026-06-302026-07-21

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.3K shares-5.30%2026-06-302026-07-21

CAT CATERPILLAR INC1.1K shares2.73%2026-06-302026-07-21

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.5K shares0.07%2026-06-302026-07-21

NETFLIX INC. NETFLIX INC.15.7K shares-3.21%2026-06-302026-07-21

MU MICRON TECHNOLOGY INC962 shares5.60%2026-06-302026-07-21

PHYS SPROTT ASSET MANAGEMENT LP36.0K shares-2.19%2026-06-302026-07-21

PANW PALO ALTO NETWORKS INC2.7K shares-4.38%2026-06-302026-07-21

AAPR INNOVATOR ETFS TRUST29.5K shares0.00%2026-06-302026-07-21

KJAN INNOVATOR ETFS TRUST18.8K shares0.00%2026-06-302026-07-21

EXXON MOBIL CORP EXXON MOBIL CORP6.2K shares7.51%2026-06-302026-07-21

Sponsored

AMD ADVANCED MICRO DEVICES INC1.5K shares3.48%2026-06-302026-07-21

ARM ARM HOLDINGS PLC2.3K shares-9.95%2026-06-302026-07-21

QQQ INVESCO QQQ TR961 shares23.84%2026-06-302026-07-21

FJUL FIRST TR EXCHNG TRADED FD VI11.7K shares0.00%2026-06-302026-07-21

JNJ JOHNSON & JOHNSON2.7K shares1.56%2026-06-302026-07-21

RSP INVESCO EXCHANGE TRADED FD T3.2K shares26.50%2026-06-302026-07-21

CISCO SYS INC CISCO SYS INC5.7K shares-0.83%2026-06-302026-07-21

ABBVIE INC ABBVIE INC2.6K shares0.20%2026-06-302026-07-21

Sponsored

BAI BLACKROCK ETF TRUST12.1K shares4.75%2026-06-302026-07-21

AUGW AIM ETF PRODUCTS TRUST18.3K shares0.00%2026-06-302026-07-21

MRK MERCK & CO INC4.8K shares0.38%2026-06-302026-07-21

ANET ARISTA NETWORKS INC3.6K shares-2.17%2026-06-302026-07-21

VGT VANGUARD WORLD FD5.1K shares692.52%2026-06-302026-07-21

HD HOME DEPOT INC1.7K shares5.56%2026-06-302026-07-21

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC5.1K shares2.39%2026-06-302026-07-21

APPLIED MATLS INC APPLIED MATLS INC796 shares-7.01%2026-06-302026-07-21

Sponsored

PLANET LABS PBC PLANET LABS PBC17.4K shares-7.22%2026-06-302026-07-21

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.1K shares3.97%2026-06-302026-07-21

MRVL MARVELL TECHNOLOGY INC1.8K sharesnew addition2026-06-302026-07-21

NNOV INNOVATOR ETFS TRUST16.6K sharesnew addition2026-06-302026-07-21

INTC INTEL CORP3.7K sharesnew addition2026-06-302026-07-21

BAC BANK OF AMER CORP8.5K shares2.39%2026-06-302026-07-21

GRAL GRAIL INC7.0K shares-7.88%2026-06-302026-07-21

CVX CHEVRON CORPORATION2.9K shares-0.03%2026-06-302026-07-21

Sponsored

CRM SALESFORCE INC3.0K shares7.50%2026-06-302026-07-21

ORACLE CORP ORACLE CORP3.2K shares7.66%2026-06-302026-07-21

SMAX ISHARES TR16.7K shares-0.30%2026-06-302026-07-21

LRCX LAM RESEARCH CORP1.0K shares2.45%2026-06-302026-07-21

PNOV INNOVATOR ETFS TRUST10.0K shares0.00%2026-06-302026-07-21

PG PROCTER & GAMBLE CO3.0K shares2.33%2026-06-302026-07-21

GLD SPDR GOLD TR1.2K shares34.01%2026-06-302026-07-21

SPYG SPDR SERIES TRUST3.6K shares1.07%2026-06-302026-07-21

Sponsored

FDN FIRST TR EXCHANGE-TRADED FD1.6K shares0.00%2026-06-302026-07-21

PYLD PIMCO ETF TR14.5K shares-64.57%2026-06-302026-07-21

IRM IRON MTN INC DEL3.0K shares1.59%2026-06-302026-07-21

RTX CORPORATION RTX CORPORATION2.0K shares4.19%2026-06-302026-07-21

AMGN AMGEN INC1.0K shares2.68%2026-06-302026-07-21

CEF SPROTT ASSET MANAGEMENT LP9.2K shares-3.11%2026-06-302026-07-21

ETF OPPORTUNITIES TRUST ETF OPPORTUNITIES TRUST13.9K shares-20.46%2026-06-302026-07-21

ETN EATON CORP PLC853 shares0.35%2026-06-302026-07-21

Sponsored

GE GE AEROSPACE948 shares4.06%2026-06-302026-07-21

VGUS VANGUARD INSTL INDEX FD4.6K shares-24.05%2026-06-302026-07-21

GEV GE VERNOVA INC296 shares1.02%2026-06-302026-07-21

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC822 sharesnew addition2026-06-302026-07-21

TXN TEXAS INSTRS INC1.1K shares5.79%2026-06-302026-07-21

APH AMPHENOL CORP1.9K shares8.11%2026-06-302026-07-21

CLBK COLUMBIA FINL INC15.5K shares0.00%2026-06-302026-07-21

KLAC KLA CORP1.1K sharesnew addition2026-06-302026-07-21

Sponsored

GS GOLDMAN SACHS GROUP INC323 shares6.95%2026-06-302026-07-21

FBTC FIDELITY WISE ORIGIN BITCOIN6.4K shares0.00%2026-06-302026-07-21

MS MORGAN STANLEY1.5K shares3.23%2026-06-302026-07-21

XLK SELECT SECTOR SPDR TR1.6K shares-12.04%2026-06-302026-07-21

POCT INNOVATOR ETFS TRUST6.7K shares-28.10%2026-06-302026-07-21

ESOA ENERGY SERVICES OF AMER CORP16.0K shares0.00%2026-06-302026-07-21

KO COCA COLA CO3.8K shares-0.35%2026-06-302026-07-21

C CITIGROUP INC2.2K shares0.05%2026-06-302026-07-21

Sponsored

CGGR CAPITAL GROUP GROWTH ETF6.4K shares13.33%2026-06-302026-07-21

DUK DUKE ENERGY CORP NEW2.3K shares11.48%2026-06-302026-07-21

COF CAPITAL ONE FINL CORP1.5K shares1.39%2026-06-302026-07-21

CHUBB LIMITED CHUBB LIMITED855 shares1.06%2026-06-302026-07-21

PH PARKER-HANNIFIN CORP282 shares2.17%2026-06-302026-07-21

TBIL RBB FD INC5.5K shares-3.83%2026-06-302026-07-21

PM PHILIP MORRIS INTL INC1.5K shares4.45%2026-06-302026-07-21

AZO AUTOZONE INC84 shares0.00%2026-06-302026-07-21

Sponsored

SNDK SANDISK CORP118 sharesnew addition2026-06-302026-07-21

KJUL INNOVATOR ETFS TRUST7.7K shares-2.57%2026-06-302026-07-21

KBWB INVESCO EXCH TRADED FD TR II2.8K shares-13.23%2026-06-302026-07-21

ITW ILLINOIS TOOL WKS INC963 shares1.05%2026-06-302026-07-21

LOW LOWES COS INC1.2K shares2.73%2026-06-302026-07-21

NEXTERA ENERGY INC NEXTERA ENERGY INC2.9K shares1.82%2026-06-302026-07-21

BMAR INNOVATOR ETFS TRUST4.4K shares0.00%2026-06-302026-07-21

LMT LOCKHEED MARTIN CORP485 shares0.41%2026-06-302026-07-21

Sponsored

IBM INTERNATIONAL BUSINESS MACHS873 shares2.71%2026-06-302026-07-21

GD GENERAL DYNAMICS CORP688 shares-1.57%2026-06-302026-07-21

PSLV SPROTT ASSET MANAGEMENT LP12.7K shares0.00%2026-06-302026-07-21

QCOM QUALCOMM INC1.3K shares-23.02%2026-06-302026-07-21

AXP AMERICAN EXPRESS CO682 shares1.94%2026-06-302026-07-21

HYG ISHARES TR2.9K sharesnew addition2026-06-302026-07-21

UBER UBER TECHNOLOGIES INC3.1K shares-0.57%2026-06-302026-07-21

PDEC INNOVATOR ETFS TRUST4.9K shares-3.58%2026-06-302026-07-21

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T2.5K sharesnew addition2026-06-302026-07-21

UNP UNION PAC CORP820 sharesnew addition2026-06-302026-07-21

LQD ISHARES TR2.0K sharesnew addition2026-06-302026-07-21

MPC MARATHON PETE CORP847 sharesnew addition2026-06-302026-07-21

CEG CONSTELLATION ENERGY CORP852 shares2.16%2026-06-302026-07-21

DELL DELL TECHNOLOGIES INC490 sharesnew addition2026-06-302026-07-21

ISRG INTUITIVE SURGICAL INC519 shares-1.52%2026-06-302026-07-21

VTV VANGUARD INDEX FDS941 shares-16.58%2026-06-302026-07-21

Sponsored

GLW CORNING INC793 sharesnew addition2026-06-302026-07-21

DIS DISNEY WALT CO2.1K shares-1.31%2026-06-302026-07-21

LIN LINDE PLC386 sharesnew addition2026-06-302026-07-21

COMP COMPASS INC15.8K shares0.00%2026-06-302026-07-21

ANNX ANNEXON INC23.8K sharesnew addition2026-06-302026-07-21

AMBC OCTAVE SPECIALTY GROUP INC11.2K shares0.00%2026-06-302026-07-21

DFUS

DIMENSIONAL ETF TRUST

1.97%

Shares657.4K

Event2026-06-30

Filed2026-07-21

SPDR SERIES TRUST

2.14%

Shares494.5K

Event2026-06-30

Filed2026-07-21

BALT

INNOVATOR ETFS TRUST

4.47%

Shares978.9K

Event2026-06-30

Filed2026-07-21

DMAX

ISHARES TR

2.99%

Shares513.5K

Event2026-06-30

Filed2026-07-21

CPRY

CALAMOS ETF TR

5.22%

Shares499.4K

Event2026-06-30

Filed2026-07-21

DYNF

BLACKROCK ETF TRUST

118.28%

Shares204.5K

Event2026-06-30

Filed2026-07-21

SGOV

ISHARES TR

-9.93%

Shares131.9K

Event2026-06-30

Filed2026-07-21

SMH

VANECK ETF TRUST

1.47%

Shares19.6K

Event2026-06-30

Filed2026-07-21

VUG

VANGUARD INDEX FDS

513.88%

Shares137.2K

Event2026-06-30

Filed2026-07-21

IYW

ISHARES TR

23.81%

Shares44.2K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

10.14%

Shares36.2K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

1.42%

Shares50.2K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

5.41%

Shares25.4K

Event2026-06-30

Filed2026-07-21

DUHP

DIMENSIONAL ETF TRUST

-0.92%

Shares209.3K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

-0.59%

Shares20.0K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

0.94%

Shares23.8K

Event2026-06-30

Filed2026-07-21

VIS

VANGUARD WORLD FD

13.15%

Shares15.1K

Event2026-06-30

Filed2026-07-21

BJAN

INNOVATOR ETFS TRUST

-6.54%

Shares83.6K

Event2026-06-30

Filed2026-07-21

DFAE

DIMENSIONAL ETF TRUST

4.75%

Shares112.5K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

0.41%

Shares3.2K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.36%

Shares7.5K

Event2026-06-30

Filed2026-07-21

PJAN

INNOVATOR ETFS TRUST

-8.15%

Shares70.2K

Event2026-06-30

Filed2026-07-21

IAU

ISHARES GOLD TR

1.77%

Shares43.9K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

5.22%

Shares9.3K

Event2026-06-30

Filed2026-07-21

LEGH

LEGACY HOUSING CORP

-18.18%

Shares108.0K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

15.84%

Shares6.3K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

3.00%

Shares4.7K

Event2026-06-30

Filed2026-07-21

QUAL

ISHARES TR

-76.83%

Shares11.8K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

2.45%

Shares6.7K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

14.36%

Shares3.3K

Event2026-06-30

Filed2026-07-21

XLB

SELECT SECTOR SPDR TR

12.07%

Shares45.1K

Event2026-06-30

Filed2026-07-21

NJAN

INNOVATOR ETFS TRUST

0.00%

Shares38.3K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

1.38%

Shares5.6K

Event2026-06-30

Filed2026-07-21

SPOTIFY TECHNOLOGY S A

-2.49%

Shares3.9K

Event2026-06-30

Filed2026-07-21

ISHARES TR

5.88%

Shares2.1K

Event2026-06-30

Filed2026-07-21

WFC

WELLS FARGO & CO

17.23%

Shares18.6K

Event2026-06-30

Filed2026-07-21

UBSI

UNITED BANKSHARES INC WEST V

0.00%

Shares33.0K

Event2026-06-30

Filed2026-07-21

MINT

PIMCO ETF TR

95.59%

Shares14.9K

Event2026-06-30

Filed2026-07-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-21

CIBR

FIRST TR EXCHANGE-TRADED FD

-3.99%

Shares16.6K

Event2026-06-30

Filed2026-07-21

MGK

VANGUARD WORLD FD

451.37%

Shares16.7K

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD INDEX FDS

10.03%

Shares2.1K

Event2026-06-30

Filed2026-07-21

VISA INC

0.50%

Shares4.1K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

2.29%

Shares12.1K

Event2026-06-30

Filed2026-07-21

ESGU

ISHARES TR

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-21

VOX

VANGUARD WORLD FD

-0.32%

Shares6.6K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION

-5.30%

Shares1.3K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

2.73%

Shares1.1K

Event2026-06-30

Filed2026-07-21

CROWDSTRIKE HLDGS INC

0.07%

Shares1.5K

Event2026-06-30

Filed2026-07-21

NETFLIX INC.

-3.21%

Shares15.7K

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

5.60%

Shares962

Event2026-06-30

Filed2026-07-21

PHYS

SPROTT ASSET MANAGEMENT LP

-2.19%

Shares36.0K

Event2026-06-30

Filed2026-07-21

PANW

PALO ALTO NETWORKS INC

-4.38%

Shares2.7K

Event2026-06-30

Filed2026-07-21

AAPR

INNOVATOR ETFS TRUST

0.00%

Shares29.5K

Event2026-06-30

Filed2026-07-21

KJAN

INNOVATOR ETFS TRUST

0.00%

Shares18.8K

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

7.51%

Shares6.2K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

3.48%

Shares1.5K

Event2026-06-30

Filed2026-07-21

ARM

ARM HOLDINGS PLC

-9.95%

Shares2.3K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

23.84%

Shares961

Event2026-06-30

Filed2026-07-21

FJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

1.56%

Shares2.7K

Event2026-06-30

Filed2026-07-21

RSP

INVESCO EXCHANGE TRADED FD T

26.50%

Shares3.2K

Event2026-06-30

Filed2026-07-21

CISCO SYS INC

-0.83%

Shares5.7K

Event2026-06-30

Filed2026-07-21

ABBVIE INC

0.20%

Shares2.6K

Event2026-06-30

Filed2026-07-21

BAI

BLACKROCK ETF TRUST

4.75%

Shares12.1K

Event2026-06-30

Filed2026-07-21

AUGW

AIM ETF PRODUCTS TRUST

0.00%

Shares18.3K

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

0.38%

Shares4.8K

Event2026-06-30

Filed2026-07-21

ANET

ARISTA NETWORKS INC

-2.17%

Shares3.6K

Event2026-06-30

Filed2026-07-21

VGT

VANGUARD WORLD FD

692.52%

Shares5.1K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

5.56%

Shares1.7K

Event2026-06-30

Filed2026-07-21

PALANTIR TECHNOLOGIES INC

2.39%

Shares5.1K

Event2026-06-30

Filed2026-07-21

APPLIED MATLS INC

-7.01%

Shares796

Event2026-06-30

Filed2026-07-21

PLANET LABS PBC

-7.22%

Shares17.4K

Event2026-06-30

Filed2026-07-21

MASTERCARD INCORPORATED

3.97%

Shares1.1K

Event2026-06-30

Filed2026-07-21

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-21

NNOV

INNOVATOR ETFS TRUST

New

Shares16.6K

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

New

Shares3.7K

Event2026-06-30

Filed2026-07-21

BAC

BANK OF AMER CORP

2.39%

Shares8.5K

Event2026-06-30

Filed2026-07-21

GRAL

GRAIL INC

-7.88%

Shares7.0K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

-0.03%

Shares2.9K

Event2026-06-30

Filed2026-07-21

CRM

SALESFORCE INC

7.50%

Shares3.0K

Event2026-06-30

Filed2026-07-21

ORACLE CORP

7.66%

Shares3.2K

Event2026-06-30

Filed2026-07-21

SMAX

ISHARES TR

-0.30%

Shares16.7K

Event2026-06-30

Filed2026-07-21

LRCX

LAM RESEARCH CORP

2.45%

Shares1.0K

Event2026-06-30

Filed2026-07-21

PNOV

INNOVATOR ETFS TRUST

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

2.33%

Shares3.0K

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR

34.01%

Shares1.2K

Event2026-06-30

Filed2026-07-21

SPYG

SPDR SERIES TRUST

1.07%

Shares3.6K

Event2026-06-30

Filed2026-07-21

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

PYLD

PIMCO ETF TR

-64.57%

Shares14.5K

Event2026-06-30

Filed2026-07-21

IRM

IRON MTN INC DEL

1.59%

Shares3.0K

Event2026-06-30

Filed2026-07-21

RTX CORPORATION

4.19%

Shares2.0K

Event2026-06-30

Filed2026-07-21

AMGN

AMGEN INC

2.68%

Shares1.0K

Event2026-06-30

Filed2026-07-21

CEF

SPROTT ASSET MANAGEMENT LP

-3.11%

Shares9.2K

Event2026-06-30

Filed2026-07-21

ETF OPPORTUNITIES TRUST

-20.46%

Shares13.9K

Event2026-06-30

Filed2026-07-21

ETN

EATON CORP PLC

0.35%

Shares853

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

4.06%

Shares948

Event2026-06-30

Filed2026-07-21

VGUS

VANGUARD INSTL INDEX FD

-24.05%

Shares4.6K

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC

1.02%

Shares296

Event2026-06-30

Filed2026-07-21

UNITEDHEALTH GROUP INC

New

Shares822

Event2026-06-30

Filed2026-07-21

TXN

TEXAS INSTRS INC

5.79%

Shares1.1K

Event2026-06-30

Filed2026-07-21

APH

AMPHENOL CORP

8.11%

Shares1.9K

Event2026-06-30

Filed2026-07-21

CLBK

COLUMBIA FINL INC

0.00%

Shares15.5K

Event2026-06-30

Filed2026-07-21

KLAC

KLA CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS GROUP INC

6.95%

Shares323

Event2026-06-30

Filed2026-07-21

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-21

MORGAN STANLEY

3.23%

Shares1.5K

Event2026-06-30

Filed2026-07-21

XLK

SELECT SECTOR SPDR TR

-12.04%

Shares1.6K

Event2026-06-30

Filed2026-07-21

POCT

INNOVATOR ETFS TRUST

-28.10%

Shares6.7K

Event2026-06-30

Filed2026-07-21

ESOA

ENERGY SERVICES OF AMER CORP

0.00%

Shares16.0K

Event2026-06-30

Filed2026-07-21

COCA COLA CO

-0.35%

Shares3.8K

Event2026-06-30

Filed2026-07-21

CITIGROUP INC

0.05%

Shares2.2K

Event2026-06-30

Filed2026-07-21

CGGR

CAPITAL GROUP GROWTH ETF

13.33%

Shares6.4K

Event2026-06-30

Filed2026-07-21

DUK

DUKE ENERGY CORP NEW

11.48%

Shares2.3K

Event2026-06-30

Filed2026-07-21

COF

CAPITAL ONE FINL CORP

1.39%

Shares1.5K

Event2026-06-30

Filed2026-07-21

CHUBB LIMITED

1.06%

Shares855

Event2026-06-30

Filed2026-07-21

PARKER-HANNIFIN CORP

2.17%

Shares282

Event2026-06-30

Filed2026-07-21

TBIL

RBB FD INC

-3.83%

Shares5.5K

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL INC

4.45%

Shares1.5K

Event2026-06-30

Filed2026-07-21

AZO

AUTOZONE INC

0.00%

Shares84

Event2026-06-30

Filed2026-07-21

SNDK

SANDISK CORP

New

Shares118

Event2026-06-30

Filed2026-07-21

KJUL

INNOVATOR ETFS TRUST

-2.57%

Shares7.7K

Event2026-06-30

Filed2026-07-21

KBWB

INVESCO EXCH TRADED FD TR II

-13.23%

Shares2.8K

Event2026-06-30

Filed2026-07-21

ITW

ILLINOIS TOOL WKS INC

1.05%

Shares963

Event2026-06-30

Filed2026-07-21

LOW

LOWES COS INC

2.73%

Shares1.2K

Event2026-06-30

Filed2026-07-21

NEXTERA ENERGY INC

1.82%

Shares2.9K

Event2026-06-30

Filed2026-07-21

BMAR

INNOVATOR ETFS TRUST

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-21

LMT

LOCKHEED MARTIN CORP

0.41%

Shares485

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS

2.71%

Shares873

Event2026-06-30

Filed2026-07-21

GENERAL DYNAMICS CORP

-1.57%

Shares688

Event2026-06-30

Filed2026-07-21

PSLV

SPROTT ASSET MANAGEMENT LP

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-21

QCOM

QUALCOMM INC

-23.02%

Shares1.3K

Event2026-06-30

Filed2026-07-21

AXP

AMERICAN EXPRESS CO

1.94%

Shares682

Event2026-06-30

Filed2026-07-21

HYG

ISHARES TR

New

Shares2.9K

Event2026-06-30

Filed2026-07-21

UBER

UBER TECHNOLOGIES INC

-0.57%

Shares3.1K

Event2026-06-30

Filed2026-07-21

PDEC

INNOVATOR ETFS TRUST

-3.58%

Shares4.9K

Event2026-06-30

Filed2026-07-21

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares2.5K

Event2026-06-30

Filed2026-07-21

UNP

UNION PAC CORP

New

Shares820

Event2026-06-30

Filed2026-07-21

LQD

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-21

MPC

MARATHON PETE CORP

New

Shares847

Event2026-06-30

Filed2026-07-21

CEG

CONSTELLATION ENERGY CORP

2.16%

Shares852

Event2026-06-30

Filed2026-07-21

DELL

DELL TECHNOLOGIES INC

New

Shares490

Event2026-06-30

Filed2026-07-21

ISRG

INTUITIVE SURGICAL INC

-1.52%

Shares519

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD INDEX FDS

-16.58%

Shares941

Event2026-06-30

Filed2026-07-21

GLW

CORNING INC

New

Shares793

Event2026-06-30

Filed2026-07-21

DIS

DISNEY WALT CO

-1.31%

Shares2.1K

Event2026-06-30

Filed2026-07-21

LIN

LINDE PLC

New

Shares386

Event2026-06-30

Filed2026-07-21

COMP

COMPASS INC

0.00%

Shares15.8K

Event2026-06-30

Filed2026-07-21

ANNX

ANNEXON INC

New

Shares23.8K

Event2026-06-30

Filed2026-07-21

AMBC

OCTAVE SPECIALTY GROUP INC

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available