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The Analysis of HCR Wealth Advisors's Holdings & P&L

Currently, HCR Wealth Advisors holds 259 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in VUG (+1.1M shares, valued at $97.6M), GEV (+4.1K shares, valued at $4.8M), N/A (+17.4K shares, valued at $3.3M); decreased their positions in MU (-4.7K shares, valued at $5.5M), VRT (-12.1K shares, valued at $4.1M), IJR (-8.3K shares, valued at $1.2M); initiated new positions in N/A (+5.7K shares, valued at $1.3M), INTC (+5.2K shares, valued at $731.1K), LOW (+2.2K shares, valued at $484.0K).

1M P&L

+5.7M+0.60%

3M P&L

+46.0M+5.01%

HY P&L

-407.1M-29.70%

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/A449.2M

46.3%

2Consumer Electronics148.8M

15.3%

3Semiconductors79.9M

8.2%

Top Industries by Stock Count

1N/A98 stocks

43.8%

2Semiconductors7 stocks

3.1%

3Drug Manufacturers - General6 stocks

2.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL Apple Inc514.3K shares0.59%2026-06-302026-07-13

VUG Vanguard Growth Index Fund ETF1.4M shares511.55%2026-06-302026-07-13

VYM Vanguard High Dividend Yield Index Fund ETF656.3K shares1.60%2026-06-302026-07-13

NVDA Nvidia Corp307.3K shares0.85%2026-06-302026-07-13

VXF Vanguard Extended Market ETF S &P Compl192.9K shares6.10%2026-06-302026-07-13

iShares Core S&P 500 ETF iShares Core S&P 500 ETF50.6K shares0.05%2026-06-302026-07-13

GOOGL Alphabet Inc95.3K shares0.50%2026-06-302026-07-13

PANW Palo Alto Networks71.9K shares0.02%2026-06-302026-07-13

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IEMG iShares Core MSCI Emerging ETF267.6K shares1.42%2026-06-302026-07-13

FPE First Trust Preferred Securities and Income ETF1.0M shares2.87%2026-06-302026-07-13

IJR iShares Core S&P Small-Cap ETF121.0K shares-6.40%2026-06-302026-07-13

MSFT Microsoft48.0K shares0.77%2026-06-302026-07-13

AME Ametek Inc65.9K shares-3.69%2026-06-302026-07-13

AMZN Amazon.Com Inc58.5K shares3.97%2026-06-302026-07-13

Visa Inc Visa Inc33.4K shares1.31%2026-06-302026-07-13

Meta Platforms Inc Meta Platforms Inc20.3K shares1.43%2026-06-302026-07-13

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MU Micron Technology9.8K shares-32.58%2026-06-302026-07-13

BINC BlackRock Flexible Income ETF214.0K shares9.44%2026-06-302026-07-13

Broadcom Inc Broadcom Inc27.3K shares-1.42%2026-06-302026-07-13

JPMorgan Chase & Co JPMorgan Chase & Co31.1K shares0.43%2026-06-302026-07-13

JAAA Janus Henderson Aaa Clo ETF IV199.1K shares12.44%2026-06-302026-07-13

GOOG Alphabet Inc. Class C27.2K shares6.01%2026-06-302026-07-13

QQQ Invesco QQQ Trust11.3K shares-0.11%2026-06-302026-07-13

DELL Dell Technologies Inc Class C18.7K shares-12.62%2026-06-302026-07-13

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Costco Wholesale Costco Wholesale8.5K shares0.01%2026-06-302026-07-13

GLD SPDR Gold TR Gold (SHS)21.3K shares3.30%2026-06-302026-07-13

SPDR S&P 500 ETF SPDR S&P 500 ETF9.6K shares-3.62%2026-06-302026-07-13

GEV GE Vernova Inc5.8K shares240.56%2026-06-302026-07-13

VWO Vanguard FTSE Emerging Markets ETF113.9K shares-2.19%2026-06-302026-07-13

TSLA Tesla Motors15.6K shares1.50%2026-06-302026-07-13

MS Morgan Stanley30.8K shares1.37%2026-06-302026-07-13

VOO Vanguard S&P 500 ETF9.0K shares5.36%2026-06-302026-07-13

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BRK.B Berkshire Hathaway12.1K shares-0.40%2026-06-302026-07-13

VRT Vertiv Holdings Co Class A17.3K shares-41.23%2026-06-302026-07-13

Quanta Services Inc Quanta Services Inc7.9K shares1.30%2026-06-302026-07-13

CAT Caterpillar5.1K shares0.77%2026-06-302026-07-13

ETN Eaton Corp PLC F12.4K shares0.30%2026-06-302026-07-13

RTX Corp RTX Corp27.5K shares170.89%2026-06-302026-07-13

SCHG Schwab US Large Cap Growth ETF152.8K shares0.53%2026-06-302026-07-13

AZO Autozone Inc Com1.5K shares-2.53%2026-06-302026-07-13

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COP Conocophillips Com44.1K shares6.28%2026-06-302026-07-13

AN Autonation Inc Com24.3K shares-0.63%2026-06-302026-07-13

Utilities Select (sector SPDR Fund) Utilities Select (sector SPDR Fund)98.3K shares-3.63%2026-06-302026-07-13

URI United Rentals Inc3.9K shares2.13%2026-06-302026-07-13

TMO Thermo Fisher8.4K shares0.12%2026-06-302026-07-13

BA Boeing Co19.3K shares0.92%2026-06-302026-07-13

LHX L3harris14.0K shares4.52%2026-06-302026-07-13

WMT Wal-Mart35.1K shares-0.28%2026-06-302026-07-13

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Abbvie Inc Com Abbvie Inc Com14.3K shares1.17%2026-06-302026-07-13

iShares Core MSCI EAFE ETF iShares Core MSCI EAFE ETF36.5K shares0.73%2026-06-302026-07-13

CVX Chevron Corp.20.3K shares-0.01%2026-06-302026-07-13

AWK American Water Works25.6K shares-0.70%2026-06-302026-07-13

NRG NRG Energy Inc22.2K shares-1.47%2026-06-302026-07-13

JNJ Johnson & Johnson12.7K shares7.14%2026-06-302026-07-13

MRVL Marvell Technology Inc10.7K shares1.06%2026-06-302026-07-13

Nextera Energy Inc Nextera Energy Inc36.1K shares-2.73%2026-06-302026-07-13

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SBUX Starbucks Corp Com30.5K shares2.75%2026-06-302026-07-13

SHY iShares Trust 1-3 (year Treasury Bond Etf)37.8K shares-9.96%2026-06-302026-07-13

ICE Intercontinental Exchange Inc25.0K shares1.13%2026-06-302026-07-13

BAC Bank Of America Corp54.0K shares0.36%2026-06-302026-07-13

ExxonMobil ExxonMobil21.9K shares-0.47%2026-06-302026-07-13

HD Home Depot8.5K shares1.98%2026-06-302026-07-13

FLS Flowserve Corp37.8K shares2.05%2026-06-302026-07-13

Vanguard Total Stock Market Index Fund ETF Vanguard Total Stock Market Index Fund ETF7.4K shares2.79%2026-06-302026-07-13

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VEA Vanguard FTSE Developed Markets ETF38.4K shares15.10%2026-06-302026-07-13

Netflix Inc Netflix Inc37.8K shares-2.28%2026-06-302026-07-13

TDG Transdigm Group2.0K shares2.78%2026-06-302026-07-13

IEF iShares 7-10 Year Treasury Bond ETF26.6K shares0.19%2026-06-302026-07-13

UCON First Trust TCW Unconstrained Plus Bond ETF99.8K shares18.05%2026-06-302026-07-13

SYK Stryker Corp7.9K shares-6.12%2026-06-302026-07-13

CME CME Group Inc11.2K shares-1.76%2026-06-302026-07-13

GS Goldman Sachs Group2.4K shares6.58%2026-06-302026-07-13

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IJH iShares Core S&P Mid Cap31.2K shares0.00%2026-06-302026-07-13

ALL Allstate Corp10.0K shares-0.11%2026-06-302026-07-13

Freeport-Mcmoran Inc Freeport-Mcmoran Inc36.2K shares4.05%2026-06-302026-07-13

DIS Walt Disney23.4K shares6.17%2026-06-302026-07-13

CSM ProShares Large Cap Core Plus ETF25.7K shares0.00%2026-06-302026-07-13

IYW iShares US Technology ETF8.5K shares-1.59%2026-06-302026-07-13

Alps Alerian MLP ETF Alps Alerian MLP ETF39.3K shares22.73%2026-06-302026-07-13

VB Vanguard Small Cap ETF IV6.3K shares0.02%2026-06-302026-07-13

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MINT PIMCO Enhanced SHRT Maturty Actv ETF18.9K shares-7.36%2026-06-302026-07-13

LLY Lilly Eli & Co1.6K shares16.58%2026-06-302026-07-13

AMGN Amgen Inc.5.2K shares8.14%2026-06-302026-07-13

AMD Advanced Micro Device In3.2K shares-4.79%2026-06-302026-07-13

Mastercard Mastercard3.6K shares-3.42%2026-06-302026-07-13

XLK Technology Select Sector SPDR ETF9.6K shares-0.26%2026-06-302026-07-13

Johnson Controls Inter F Johnson Controls Inter F12.3K shares10.17%2026-06-302026-07-13

VGT Vanguard Information Technology Index Fund ETF14.9K shares682.31%2026-06-302026-07-13

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SHYG iShares High Yield Corporat Bond ETF41.4K shares-9.25%2026-06-302026-07-13

FDX Fedex Corp Com5.4K shares0.33%2026-06-302026-07-13

FIXD First Trust TCW Opportunistic Fixed Income ETF37.1K shares1.30%2026-06-302026-07-13

IBIT iShares Bitcoin ETF44.6K shares5.81%2026-06-302026-07-13

IWM iShares Russell 2000 ETF4.9K shares-2.40%2026-06-302026-07-13

MO Altria Group Inc20.1K shares0.26%2026-06-302026-07-13

SNDK Sandisk Corp626 shares-30.29%2026-06-302026-07-13

BKLN Invesco Senior Loan ETF69.6K shares-14.05%2026-06-302026-07-13

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IEI iShares 3-7 Year Treasury Bond ETF11.2K shares0.81%2026-06-302026-07-13

SCHW Charles Schwab Corp14.0K shares2.57%2026-06-302026-07-13

MCD McDonalds4.8K shares-7.36%2026-06-302026-07-13

Honeywell Intl Inc Com Honeywell Intl Inc Com5.7K sharesnew addition2026-06-302026-07-13

GLW Corning Inc5.0K shares120.26%2026-06-302026-07-13

GE General Electric Co3.4K shares1.11%2026-06-302026-07-13

PG Procter & Gamble8.3K shares-2.65%2026-06-302026-07-13

CMF iShares California Muni Bond ETF20.9K shares-5.26%2026-06-302026-07-13

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RKT Rocket Cos Inc Com75.3K shares8.65%2026-06-302026-07-13

PM Philip Morris Intl6.4K shares0.30%2026-06-302026-07-13

WFC Wells Fargo & Co13.8K shares17.04%2026-06-302026-07-13

AFL Aflac Inc9.6K shares0.27%2026-06-302026-07-13

ITOT iShares Core S&P Total US Stock Mark6.7K shares0.00%2026-06-302026-07-13

ESTA Establishment Labs HLD F12.6K shares0.00%2026-06-302026-07-13

AWR American States Water Co12.7K shares-0.51%2026-06-302026-07-13

BND Vanguard Total Bond Market ETF14.2K shares-0.49%2026-06-302026-07-13

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TSM Taiwan Semiconductr F Sponsored ADR2.1K shares0.14%2026-06-302026-07-13

BOND PIMCO Active Bond ETF10.8K shares2.18%2026-06-302026-07-13

XLE Energy Select Sector SPDR ETF18.4K shares0.03%2026-06-302026-07-13

IVW iShares S&P 500 Growth ETF7.0K shares-2.72%2026-06-302026-07-13

Oracle Corp Oracle Corp6.5K shares0.46%2026-06-302026-07-13

Constellation Brands Constellation Brands6.7K shares0.89%2026-06-302026-07-13

C Citigroup Inc6.6K shares6.45%2026-06-302026-07-13

PFF iShares Preferred Income Sec ETF IV28.8K shares0.00%2026-06-302026-07-13

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PH Parker-Hannifin Corp893 shares25.25%2026-06-302026-07-13

SCHX Schwab US Large Cap ETF29.7K shares0.00%2026-06-302026-07-13

ISRG Intuitive Surgical2.2K shares9.60%2026-06-302026-07-13

TFLO iShares Treasury Floating Rate B ETF16.8K shares-7.17%2026-06-302026-07-13

GBTC Grayscale Bitcoin TR BTC18.4K shares0.00%2026-06-302026-07-13

QUAL iShares MSCI USA QLTY Fact ETF3.8K shares-4.86%2026-06-302026-07-13

KO Coca-Cola10.1K shares-0.73%2026-06-302026-07-13

Zoetis Inc Zoetis Inc11.4K shares-3.41%2026-06-302026-07-13

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UnitedHealth Group UnitedHealth Group2.0K shares1.03%2026-06-302026-07-13

HACK Amplify Cybersecurity ETF7.8K shares1.31%2026-06-302026-07-13

CHD Church &dwight Co8.1K shares-20.95%2026-06-302026-07-13

Palantir Technologies In Class A Palantir Technologies In Class A6.6K shares-2.22%2026-06-302026-07-13

AXP American Express Co2.3K shares38.27%2026-06-302026-07-13

LMT Lockheed Martin Corp1.5K shares0.27%2026-06-302026-07-13

MRK Merck &co. Inc Com5.9K shares27.73%2026-06-302026-07-13

DIA SPDR Dow Jones Industrial Avrg ETF1.4K shares-4.93%2026-06-302026-07-13

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INTC Intel5.2K sharesnew addition2026-06-302026-07-13

PGR Progressive Co Ohio3.3K shares109.40%2026-06-302026-07-13

COF Capital One FC3.5K shares-0.74%2026-06-302026-07-13

FV First Dorsey Wright Focus 5 ETF IV9.0K shares0.00%2026-06-302026-07-13

MDY SPDR S&P Midcap 400 ETF926 shares0.00%2026-06-302026-07-13

MGM MGM Resorts Intl13.3K shares0.00%2026-06-302026-07-13

VHT Vanguard Health Care ETF2.1K shares-0.52%2026-06-302026-07-13

IVE iShares S&P 500 Value ETF2.7K shares18.78%2026-06-302026-07-13

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LIN Linde PLC F1.2K shares-11.54%2026-06-302026-07-13

EEM iShares MSCI Emerging Markets ETF8.9K shares-2.21%2026-06-302026-07-13

SHW Sherwin Williams Co1.7K shares-0.29%2026-06-302026-07-13

EFA iShares MSCI EAFE ETF5.6K shares-0.04%2026-06-302026-07-13

ASML Asml Holding N V F Sponsored ADR287 shares0.00%2026-06-302026-07-13

PSX Phillips 663.4K shares2.46%2026-06-302026-07-13

PEP Pepsico Inc4.0K shares81.28%2026-06-302026-07-13

SRE Sempra5.9K shares0.22%2026-06-302026-07-13

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BUFR FT Vest Fund Of Buffer ETF14.8K shares16.60%2026-06-302026-07-13

IBM IBM1.9K shares-0.26%2026-06-302026-07-13

SCHF Schwab International Equity ETF19.0K shares0.00%2026-06-302026-07-13

SCHA Schwab US Small Cap ETF14.6K shares0.01%2026-06-302026-07-13

IBB iShares Biotechnology ETF2.7K shares0.00%2026-06-302026-07-13

BSV Vanguard Short-Term Bond ETF6.5K shares0.21%2026-06-302026-07-13

HDV iShares Core High (dividend Etf)18.2K shares400.00%2026-06-302026-07-13

SOXX iShares Semiconductor ETF IV760 shares1.06%2026-06-302026-07-13

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LOW Lowes Companies Inc2.2K sharesnew addition2026-06-302026-07-13

IWF iShares Russell 1000 Growth ETF3.8K shares317.08%2026-06-302026-07-13

VTEB Vanguard Muni BND Tax9.3K shares0.00%2026-06-302026-07-13

IJK iShares S&P Mid Cap 400 GRWTH ETF3.9K shares0.74%2026-06-302026-07-13

EMB iShares JP Morgan Usd Emerging Marke4.7K shares0.00%2026-06-302026-07-13

SOLS Solstice Advanced5.1K shares62.00%2026-06-302026-07-13

WDC Western Digital Corp695 shares-8.79%2026-06-302026-07-13

VZ Verizon10.4K shares-4.23%2026-06-302026-07-13

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Crowdstrike HLDGS Inc Class A Crowdstrike HLDGS Inc Class A575 shares2.86%2026-06-302026-07-13

ITA iShares US Aerospace Defense ETF1.8K shares-5.51%2026-06-302026-07-13

XLF Select STR Financial Select SPDR ETF8.1K shares-0.26%2026-06-302026-07-13

IYR iShares US Real Estate ETF4.2K shares-19.94%2026-06-302026-07-13

FMB First Trust Managed Municipal ETF IV8.3K shares0.00%2026-06-302026-07-13

Gabelli Equity CF Gabelli Equity CF75.4K shares0.00%2026-06-302026-07-13

SUB iShares Short Term NTNL Mun BND ETF4.0K shares0.00%2026-06-302026-07-13

BMY Bristol-Myers Squibb7.4K sharesnew addition2026-06-302026-07-13

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BE Bloom Energy Corp. CL A1.4K sharesnew addition2026-06-302026-07-13

VTEC Vanguard California Tax-Exempt Bond ETF4.0K sharesnew addition2026-06-302026-07-13

MFC Manulife Finl F9.8K sharesnew addition2026-06-302026-07-13

SUSA iShares MSCI USA Esg Select ETF2.5K shares0.00%2026-06-302026-07-13

IYF iShares US Financials ETF3.1K shares0.00%2026-06-302026-07-13

HOOD Robinhood Markets Inc Com CL A3.8K shares-2.11%2026-06-302026-07-13

TJX TJX Companies Inc2.5K shares-1.74%2026-06-302026-07-13

NXST Nexstar Media Group Inc Com CL A2.1K shares0.00%2026-06-302026-07-13

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PPA Invesco Aerospace & Defense ETF2.1K shares0.23%2026-06-302026-07-13

DE Deere & Co593 shares35.08%2026-06-302026-07-13

PSQ ProShares Short QQQ ETF15.0K shares-28.57%2026-06-302026-07-13

iShares Core US Aggregate Bond ETF iShares Core US Aggregate Bond ETF3.8K shares0.00%2026-06-302026-07-13

CDZI Cadiz Inc88.0K shares-36.23%2026-06-302026-07-13

FRT Fed Realty Invest Trust Sbi US D0.013.0K sharesnew addition2026-06-302026-07-13

SPLV Invesco S&P 500 Low Volatility ETF4.9K shares-0.89%2026-06-302026-07-13

CSX CSX Corp7.5K shares0.52%2026-06-302026-07-13

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VNQ Vanguard Real Estate ETF3.7K shares0.30%2026-06-302026-07-13

HYMB SPDR Nuveen BLMG HG YL MP BND ETF14.1K shares7.66%2026-06-302026-07-13

TT Trane Technologies PLC F727 shares-0.14%2026-06-302026-07-13

LQD iShares iBoxx $ (investment Grade Corporate Bond Etf)3.3K shares-3.98%2026-06-302026-07-13

DVY iShares Select Dividend ETF2.2K shares0.00%2026-06-302026-07-13

AEE Ameren Corp3.1K shares0.23%2026-06-302026-07-13

CARR Carrier Global Corp4.7K shares0.43%2026-06-302026-07-13

Travelers Travelers1.0K shares-1.32%2026-06-302026-07-13

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TIP iShares TIPS Bond ETF3.0K shares-47.24%2026-06-302026-07-13

MCO Moodys Corp719 shares-2.31%2026-06-302026-07-13

PRF Invesco FTSE Rafi US 1000 ETF6.0K shares0.00%2026-06-302026-07-13

COWZ Pacer US Cash Cows 100 ETF5.2K shares0.31%2026-06-302026-07-13

MSI Motorola Solutions773 sharesnew addition2026-06-302026-07-13

SF Stifel Finl Co4.6K shares-0.52%2026-06-302026-07-13

INTU Intuit Inc1.2K shares-3.43%2026-06-302026-07-13

BX Blackstone Inc2.7K shares-29.43%2026-06-302026-07-13

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BLOK Amplify TRNSFRMTNL Data SHRNG ETF5.0K shares0.00%2026-06-302026-07-13

CRM Salesforce2.0K shares-4.40%2026-06-302026-07-13

FCAL FRST TR Clfrna MNCPL HGH Incm ETF6.1K sharesnew addition2026-06-302026-07-13

SCHD Schwab US Dividend Equity ETF9.4K shares6.37%2026-06-302026-07-13

Vaneck Gold Miners ETF Vaneck Gold Miners ETF3.9K shares-12.42%2026-06-302026-07-13

Rivian Automotive Inc Class A Rivian Automotive Inc Class A16.8K shares0.00%2026-06-302026-07-13

XLV Select Sector Health Care SPDR ETF1.8K shares0.00%2026-06-302026-07-13

SHEL Shell PLC F Sponsored ADR3.7K shares0.00%2026-06-302026-07-13

Sponsored

NVO Novo-Nordisk As Vormal F Sponsored ADR5.9K shares-22.04%2026-06-302026-07-13

RLY SPDR Ssga Multi Asset Real Retur ETF8.1K shares6.88%2026-06-302026-07-13

Alnylam Pharmaceutl Alnylam Pharmaceutl924 shares0.00%2026-06-302026-07-13

BTI Brit Amer Tobacco F Unsponsored ADR4.4K shares3.49%2026-06-302026-07-13

VIAV Viavi Solutions Inc5.7K sharesnew addition2026-06-302026-07-13

QCOM Qualcomm Inc1.4K sharesnew addition2026-06-302026-07-13

ILCB iShares Morningstar US Equity ETF2.5K shares0.00%2026-06-302026-07-13

IJJ iShares S&P Mid Cap 400 Value ETF1.8K shares1.55%2026-06-302026-07-13

Sponsored

CVS CVS Health Corp2.5K sharesnew addition2026-06-302026-07-13

F Ford Motor Co18.2K shares-0.65%2026-06-302026-07-13

BIL SPDR Bloomberg 1 3 MNTH T BLL ETF2.7K shares-20.59%2026-06-302026-07-13

MGNI Magnite Inc13.0K shares0.00%2026-06-302026-07-13

SNPS Synopsys Inc553 shares-0.54%2026-06-302026-07-13

NOC Northrop Grumman Co481 shares1.05%2026-06-302026-07-13

CLX Clorox Co Com2.5K shares-27.93%2026-06-302026-07-13

IAU iShares Gold ETF3.1K shares-12.47%2026-06-302026-07-13

Sponsored

SPDR Gold Minishares Etv SPDR Gold Minishares Etv3.0K shares0.00%2026-06-302026-07-13

RZG Invsc SP Smallcap 600 Pure GRWTH ETF3.2K sharesnew addition2026-06-302026-07-13

UPS United Parcel SRVC Class B2.2K shares-5.59%2026-06-302026-07-13

AIEQ Amplify Ai Powered Equity ETF4.6K shares-14.46%2026-06-302026-07-13

MDLZ Mondelez Intl Class A4.0K shares0.63%2026-06-302026-07-13

VO Vanguard Mid Cap ETF2.8K sharesnew addition2026-06-302026-07-13

RSP Invsc S P 500 Equal Weight ETF1.1K shares0.09%2026-06-302026-07-13

ED Consolidated Edison2.1K shares0.29%2026-06-302026-07-13

Sponsored

MMC Marsh & MC Lennan Co1.4K shares-5.30%2026-06-302026-07-13

CVBF C V B Finl Corp10.0K shares0.00%2026-06-302026-07-13

ORLY O Reilly Automotive2.4K sharesnew addition2026-06-302026-07-13

CI The CIGNA Group811 shares0.50%2026-06-302026-07-13

EW Edwards Lifesciences2.5K sharesnew addition2026-06-302026-07-13

Cisco Systems Cisco Systems1.9K sharesnew addition2026-06-302026-07-13

RSPN Invsc SP 500 Equal WGHT Indstrl ETF3.4K sharesnew addition2026-06-302026-07-13

MOG.B Moog Inc Class B500 sharesnew addition2026-06-302026-07-13

Sponsored

USRT iShares Core US REIT ETF3.2K sharesnew addition2026-06-302026-07-13

SYF Synchrony Finl2.8K sharesnew addition2026-06-302026-07-13

COHR Coherent Corp537 sharesnew addition2026-06-302026-07-13

VCIT VGRD Itc ETF DV2.5K shares-3.17%2026-06-302026-07-13

NOK Nokia Oyj F Sponsored ADR15.6K shares1.55%2026-06-302026-07-13

CL Colgate-Palmolive Co2.3K sharesnew addition2026-06-302026-07-13

SLYV SPDR S&P 600 Small Cap Value E TF1.9K sharesnew addition2026-06-302026-07-13

UBER Uber Technologies Inc2.8K sharesnew addition2026-06-302026-07-13

Sponsored

IWD iShares Russell 1000 Value ETF831 sharesnew addition2026-06-302026-07-13

SSO ProShares Ultra S&P 500 ETF3.0K sharesnew addition2026-06-302026-07-13

NTHI Neonc Technologies HLDGS15.0K shares0.00%2026-06-302026-07-13

AAPL

Apple Inc

0.59%

Shares514.3K

Event2026-06-30

Filed2026-07-13

VUG

Vanguard Growth Index Fund ETF

511.55%

Shares1.4M

Event2026-06-30

Filed2026-07-13

VYM

Vanguard High Dividend Yield Index Fund ETF

1.60%

Shares656.3K

Event2026-06-30

Filed2026-07-13

NVDA

Nvidia Corp

0.85%

Shares307.3K

Event2026-06-30

Filed2026-07-13

VXF

Vanguard Extended Market ETF S &P Compl

6.10%

Shares192.9K

Event2026-06-30

Filed2026-07-13

iShares Core S&P 500 ETF

0.05%

Shares50.6K

Event2026-06-30

Filed2026-07-13

GOOGL

Alphabet Inc

0.50%

Shares95.3K

Event2026-06-30

Filed2026-07-13

PANW

Palo Alto Networks

0.02%

Shares71.9K

Event2026-06-30

Filed2026-07-13

IEMG

iShares Core MSCI Emerging ETF

1.42%

Shares267.6K

Event2026-06-30

Filed2026-07-13

FPE

First Trust Preferred Securities and Income ETF

2.87%

Shares1.0M

Event2026-06-30

Filed2026-07-13

IJR

iShares Core S&P Small-Cap ETF

-6.40%

Shares121.0K

Event2026-06-30

Filed2026-07-13

MSFT

Microsoft

0.77%

Shares48.0K

Event2026-06-30

Filed2026-07-13

AME

Ametek Inc

-3.69%

Shares65.9K

Event2026-06-30

Filed2026-07-13

AMZN

Amazon.Com Inc

3.97%

Shares58.5K

Event2026-06-30

Filed2026-07-13

Visa Inc

1.31%

Shares33.4K

Event2026-06-30

Filed2026-07-13

Meta Platforms Inc

1.43%

Shares20.3K

Event2026-06-30

Filed2026-07-13

Micron Technology

-32.58%

Shares9.8K

Event2026-06-30

Filed2026-07-13

BINC

BlackRock Flexible Income ETF

9.44%

Shares214.0K

Event2026-06-30

Filed2026-07-13

Broadcom Inc

-1.42%

Shares27.3K

Event2026-06-30

Filed2026-07-13

JPMorgan Chase & Co

0.43%

Shares31.1K

Event2026-06-30

Filed2026-07-13

JAAA

Janus Henderson Aaa Clo ETF IV

12.44%

Shares199.1K

Event2026-06-30

Filed2026-07-13

GOOG

Alphabet Inc. Class C

6.01%

Shares27.2K

Event2026-06-30

Filed2026-07-13

QQQ

Invesco QQQ Trust

-0.11%

Shares11.3K

Event2026-06-30

Filed2026-07-13

DELL

Dell Technologies Inc Class C

-12.62%

Shares18.7K

Event2026-06-30

Filed2026-07-13

Costco Wholesale

0.01%

Shares8.5K

Event2026-06-30

Filed2026-07-13

GLD

SPDR Gold TR Gold (SHS)

3.30%

Shares21.3K

Event2026-06-30

Filed2026-07-13

SPDR S&P 500 ETF

-3.62%

Shares9.6K

Event2026-06-30

Filed2026-07-13

GEV

GE Vernova Inc

240.56%

Shares5.8K

Event2026-06-30

Filed2026-07-13

VWO

Vanguard FTSE Emerging Markets ETF

-2.19%

Shares113.9K

Event2026-06-30

Filed2026-07-13

TSLA

Tesla Motors

1.50%

Shares15.6K

Event2026-06-30

Filed2026-07-13

Morgan Stanley

1.37%

Shares30.8K

Event2026-06-30

Filed2026-07-13

VOO

Vanguard S&P 500 ETF

5.36%

Shares9.0K

Event2026-06-30

Filed2026-07-13

BRK.B

Berkshire Hathaway

-0.40%

Shares12.1K

Event2026-06-30

Filed2026-07-13

VRT

Vertiv Holdings Co Class A

-41.23%

Shares17.3K

Event2026-06-30

Filed2026-07-13

Quanta Services Inc

1.30%

Shares7.9K

Event2026-06-30

Filed2026-07-13

CAT

Caterpillar

0.77%

Shares5.1K

Event2026-06-30

Filed2026-07-13

ETN

Eaton Corp PLC F

0.30%

Shares12.4K

Event2026-06-30

Filed2026-07-13

RTX Corp

170.89%

Shares27.5K

Event2026-06-30

Filed2026-07-13

SCHG

Schwab US Large Cap Growth ETF

0.53%

Shares152.8K

Event2026-06-30

Filed2026-07-13

AZO

Autozone Inc Com

-2.53%

Shares1.5K

Event2026-06-30

Filed2026-07-13

COP

Conocophillips Com

6.28%

Shares44.1K

Event2026-06-30

Filed2026-07-13

Autonation Inc Com

-0.63%

Shares24.3K

Event2026-06-30

Filed2026-07-13

Utilities Select (sector SPDR Fund)

-3.63%

Shares98.3K

Event2026-06-30

Filed2026-07-13

URI

United Rentals Inc

2.13%

Shares3.9K

Event2026-06-30

Filed2026-07-13

TMO

Thermo Fisher

0.12%

Shares8.4K

Event2026-06-30

Filed2026-07-13

Boeing Co

0.92%

Shares19.3K

Event2026-06-30

Filed2026-07-13

LHX

L3harris

4.52%

Shares14.0K

Event2026-06-30

Filed2026-07-13

WMT

Wal-Mart

-0.28%

Shares35.1K

Event2026-06-30

Filed2026-07-13

Abbvie Inc Com

1.17%

Shares14.3K

Event2026-06-30

Filed2026-07-13

iShares Core MSCI EAFE ETF

0.73%

Shares36.5K

Event2026-06-30

Filed2026-07-13

CVX

Chevron Corp.

-0.01%

Shares20.3K

Event2026-06-30

Filed2026-07-13

AWK

American Water Works

-0.70%

Shares25.6K

Event2026-06-30

Filed2026-07-13

NRG

NRG Energy Inc

-1.47%

Shares22.2K

Event2026-06-30

Filed2026-07-13

JNJ

Johnson & Johnson

7.14%

Shares12.7K

Event2026-06-30

Filed2026-07-13

MRVL

Marvell Technology Inc

1.06%

Shares10.7K

Event2026-06-30

Filed2026-07-13

Nextera Energy Inc

-2.73%

Shares36.1K

Event2026-06-30

Filed2026-07-13

SBUX

Starbucks Corp Com

2.75%

Shares30.5K

Event2026-06-30

Filed2026-07-13

SHY

iShares Trust 1-3 (year Treasury Bond Etf)

-9.96%

Shares37.8K

Event2026-06-30

Filed2026-07-13

ICE

Intercontinental Exchange Inc

1.13%

Shares25.0K

Event2026-06-30

Filed2026-07-13

BAC

Bank Of America Corp

0.36%

Shares54.0K

Event2026-06-30

Filed2026-07-13

ExxonMobil

-0.47%

Shares21.9K

Event2026-06-30

Filed2026-07-13

Home Depot

1.98%

Shares8.5K

Event2026-06-30

Filed2026-07-13

FLS

Flowserve Corp

2.05%

Shares37.8K

Event2026-06-30

Filed2026-07-13

Vanguard Total Stock Market Index Fund ETF

2.79%

Shares7.4K

Event2026-06-30

Filed2026-07-13

VEA

Vanguard FTSE Developed Markets ETF

15.10%

Shares38.4K

Event2026-06-30

Filed2026-07-13

Netflix Inc

-2.28%

Shares37.8K

Event2026-06-30

Filed2026-07-13

TDG

Transdigm Group

2.78%

Shares2.0K

Event2026-06-30

Filed2026-07-13

IEF

iShares 7-10 Year Treasury Bond ETF

0.19%

Shares26.6K

Event2026-06-30

Filed2026-07-13

UCON

First Trust TCW Unconstrained Plus Bond ETF

18.05%

Shares99.8K

Event2026-06-30

Filed2026-07-13

SYK

Stryker Corp

-6.12%

Shares7.9K

Event2026-06-30

Filed2026-07-13

CME

CME Group Inc

-1.76%

Shares11.2K

Event2026-06-30

Filed2026-07-13

Goldman Sachs Group

6.58%

Shares2.4K

Event2026-06-30

Filed2026-07-13

IJH

iShares Core S&P Mid Cap

0.00%

Shares31.2K

Event2026-06-30

Filed2026-07-13

ALL

Allstate Corp

-0.11%

Shares10.0K

Event2026-06-30

Filed2026-07-13

Freeport-Mcmoran Inc

4.05%

Shares36.2K

Event2026-06-30

Filed2026-07-13

DIS

Walt Disney

6.17%

Shares23.4K

Event2026-06-30

Filed2026-07-13

CSM

ProShares Large Cap Core Plus ETF

0.00%

Shares25.7K

Event2026-06-30

Filed2026-07-13

IYW

iShares US Technology ETF

-1.59%

Shares8.5K

Event2026-06-30

Filed2026-07-13

Alps Alerian MLP ETF

22.73%

Shares39.3K

Event2026-06-30

Filed2026-07-13

Vanguard Small Cap ETF IV

0.02%

Shares6.3K

Event2026-06-30

Filed2026-07-13

MINT

PIMCO Enhanced SHRT Maturty Actv ETF

-7.36%

Shares18.9K

Event2026-06-30

Filed2026-07-13

LLY

Lilly Eli & Co

16.58%

Shares1.6K

Event2026-06-30

Filed2026-07-13

AMGN

Amgen Inc.

8.14%

Shares5.2K

Event2026-06-30

Filed2026-07-13

AMD

Advanced Micro Device In

-4.79%

Shares3.2K

Event2026-06-30

Filed2026-07-13

Mastercard

-3.42%

Shares3.6K

Event2026-06-30

Filed2026-07-13

XLK

Technology Select Sector SPDR ETF

-0.26%

Shares9.6K

Event2026-06-30

Filed2026-07-13

Johnson Controls Inter F

10.17%

Shares12.3K

Event2026-06-30

Filed2026-07-13

VGT

Vanguard Information Technology Index Fund ETF

682.31%

Shares14.9K

Event2026-06-30

Filed2026-07-13

SHYG

iShares High Yield Corporat Bond ETF

-9.25%

Shares41.4K

Event2026-06-30

Filed2026-07-13

FDX

Fedex Corp Com

0.33%

Shares5.4K

Event2026-06-30

Filed2026-07-13

FIXD

First Trust TCW Opportunistic Fixed Income ETF

1.30%

Shares37.1K

Event2026-06-30

Filed2026-07-13

IBIT

iShares Bitcoin ETF

5.81%

Shares44.6K

Event2026-06-30

Filed2026-07-13

IWM

iShares Russell 2000 ETF

-2.40%

Shares4.9K

Event2026-06-30

Filed2026-07-13

Altria Group Inc

0.26%

Shares20.1K

Event2026-06-30

Filed2026-07-13

SNDK

Sandisk Corp

-30.29%

Shares626

Event2026-06-30

Filed2026-07-13

BKLN

Invesco Senior Loan ETF

-14.05%

Shares69.6K

Event2026-06-30

Filed2026-07-13

IEI

iShares 3-7 Year Treasury Bond ETF

0.81%

Shares11.2K

Event2026-06-30

Filed2026-07-13

SCHW

Charles Schwab Corp

2.57%

Shares14.0K

Event2026-06-30

Filed2026-07-13

MCD

McDonalds

-7.36%

Shares4.8K

Event2026-06-30

Filed2026-07-13

Honeywell Intl Inc Com

New

Shares5.7K

Event2026-06-30

Filed2026-07-13

GLW

Corning Inc

120.26%

Shares5.0K

Event2026-06-30

Filed2026-07-13

General Electric Co

1.11%

Shares3.4K

Event2026-06-30

Filed2026-07-13

Procter & Gamble

-2.65%

Shares8.3K

Event2026-06-30

Filed2026-07-13

CMF

iShares California Muni Bond ETF

-5.26%

Shares20.9K

Event2026-06-30

Filed2026-07-13

RKT

Rocket Cos Inc Com

8.65%

Shares75.3K

Event2026-06-30

Filed2026-07-13

Philip Morris Intl

0.30%

Shares6.4K

Event2026-06-30

Filed2026-07-13

WFC

Wells Fargo & Co

17.04%

Shares13.8K

Event2026-06-30

Filed2026-07-13

AFL

Aflac Inc

0.27%

Shares9.6K

Event2026-06-30

Filed2026-07-13

ITOT

iShares Core S&P Total US Stock Mark

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-13

ESTA

Establishment Labs HLD F

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-13

AWR

American States Water Co

-0.51%

Shares12.7K

Event2026-06-30

Filed2026-07-13

BND

Vanguard Total Bond Market ETF

-0.49%

Shares14.2K

Event2026-06-30

Filed2026-07-13

TSM

Taiwan Semiconductr F Sponsored ADR

0.14%

Shares2.1K

Event2026-06-30

Filed2026-07-13

BOND

PIMCO Active Bond ETF

2.18%

Shares10.8K

Event2026-06-30

Filed2026-07-13

XLE

Energy Select Sector SPDR ETF

0.03%

Shares18.4K

Event2026-06-30

Filed2026-07-13

IVW

iShares S&P 500 Growth ETF

-2.72%

Shares7.0K

Event2026-06-30

Filed2026-07-13

Oracle Corp

0.46%

Shares6.5K

Event2026-06-30

Filed2026-07-13

Constellation Brands

0.89%

Shares6.7K

Event2026-06-30

Filed2026-07-13

Citigroup Inc

6.45%

Shares6.6K

Event2026-06-30

Filed2026-07-13

PFF

iShares Preferred Income Sec ETF IV

0.00%

Shares28.8K

Event2026-06-30

Filed2026-07-13

Parker-Hannifin Corp

25.25%

Shares893

Event2026-06-30

Filed2026-07-13

SCHX

Schwab US Large Cap ETF

0.00%

Shares29.7K

Event2026-06-30

Filed2026-07-13

ISRG

Intuitive Surgical

9.60%

Shares2.2K

Event2026-06-30

Filed2026-07-13

TFLO

iShares Treasury Floating Rate B ETF

-7.17%

Shares16.8K

Event2026-06-30

Filed2026-07-13

GBTC

Grayscale Bitcoin TR BTC

0.00%

Shares18.4K

Event2026-06-30

Filed2026-07-13

QUAL

iShares MSCI USA QLTY Fact ETF

-4.86%

Shares3.8K

Event2026-06-30

Filed2026-07-13

Coca-Cola

-0.73%

Shares10.1K

Event2026-06-30

Filed2026-07-13

Zoetis Inc

-3.41%

Shares11.4K

Event2026-06-30

Filed2026-07-13

UnitedHealth Group

1.03%

Shares2.0K

Event2026-06-30

Filed2026-07-13

HACK

Amplify Cybersecurity ETF

1.31%

Shares7.8K

Event2026-06-30

Filed2026-07-13

CHD

Church &dwight Co

-20.95%

Shares8.1K

Event2026-06-30

Filed2026-07-13

Palantir Technologies In Class A

-2.22%

Shares6.6K

Event2026-06-30

Filed2026-07-13

AXP

American Express Co

38.27%

Shares2.3K

Event2026-06-30

Filed2026-07-13

LMT

Lockheed Martin Corp

0.27%

Shares1.5K

Event2026-06-30

Filed2026-07-13

MRK

Merck &co. Inc Com

27.73%

Shares5.9K

Event2026-06-30

Filed2026-07-13

DIA

SPDR Dow Jones Industrial Avrg ETF

-4.93%

Shares1.4K

Event2026-06-30

Filed2026-07-13

INTC

Intel

New

Shares5.2K

Event2026-06-30

Filed2026-07-13

PGR

Progressive Co Ohio

109.40%

Shares3.3K

Event2026-06-30

Filed2026-07-13

COF

Capital One FC

-0.74%

Shares3.5K

Event2026-06-30

Filed2026-07-13

First Dorsey Wright Focus 5 ETF IV

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-13

MDY

SPDR S&P Midcap 400 ETF

0.00%

Shares926

Event2026-06-30

Filed2026-07-13

MGM

MGM Resorts Intl

0.00%

Shares13.3K

Event2026-06-30

Filed2026-07-13

VHT

Vanguard Health Care ETF

-0.52%

Shares2.1K

Event2026-06-30

Filed2026-07-13

IVE

iShares S&P 500 Value ETF

18.78%

Shares2.7K

Event2026-06-30

Filed2026-07-13

LIN

Linde PLC F

-11.54%

Shares1.2K

Event2026-06-30

Filed2026-07-13

EEM

iShares MSCI Emerging Markets ETF

-2.21%

Shares8.9K

Event2026-06-30

Filed2026-07-13

SHW

Sherwin Williams Co

-0.29%

Shares1.7K

Event2026-06-30

Filed2026-07-13

EFA

iShares MSCI EAFE ETF

-0.04%

Shares5.6K

Event2026-06-30

Filed2026-07-13

ASML

Asml Holding N V F Sponsored ADR

0.00%

Shares287

Event2026-06-30

Filed2026-07-13

PSX

Phillips 66

2.46%

Shares3.4K

Event2026-06-30

Filed2026-07-13

PEP

Pepsico Inc

81.28%

Shares4.0K

Event2026-06-30

Filed2026-07-13

SRE

Sempra

0.22%

Shares5.9K

Event2026-06-30

Filed2026-07-13

BUFR

FT Vest Fund Of Buffer ETF

16.60%

Shares14.8K

Event2026-06-30

Filed2026-07-13

IBM

-0.26%

Shares1.9K

Event2026-06-30

Filed2026-07-13

SCHF

Schwab International Equity ETF

0.00%

Shares19.0K

Event2026-06-30

Filed2026-07-13

SCHA

Schwab US Small Cap ETF

0.01%

Shares14.6K

Event2026-06-30

Filed2026-07-13

IBB

iShares Biotechnology ETF

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-13

BSV

Vanguard Short-Term Bond ETF

0.21%

Shares6.5K

Event2026-06-30

Filed2026-07-13

HDV

iShares Core High (dividend Etf)

400.00%

Shares18.2K

Event2026-06-30

Filed2026-07-13

SOXX

iShares Semiconductor ETF IV

1.06%

Shares760

Event2026-06-30

Filed2026-07-13

LOW

Lowes Companies Inc

New

Shares2.2K

Event2026-06-30

Filed2026-07-13

IWF

iShares Russell 1000 Growth ETF

317.08%

Shares3.8K

Event2026-06-30

Filed2026-07-13

VTEB

Vanguard Muni BND Tax

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-13

IJK

iShares S&P Mid Cap 400 GRWTH ETF

0.74%

Shares3.9K

Event2026-06-30

Filed2026-07-13

EMB

iShares JP Morgan Usd Emerging Marke

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-13

SOLS

Solstice Advanced

62.00%

Shares5.1K

Event2026-06-30

Filed2026-07-13

WDC

Western Digital Corp

-8.79%

Shares695

Event2026-06-30

Filed2026-07-13

Verizon

-4.23%

Shares10.4K

Event2026-06-30

Filed2026-07-13

Crowdstrike HLDGS Inc Class A

2.86%

Shares575

Event2026-06-30

Filed2026-07-13

ITA

iShares US Aerospace Defense ETF

-5.51%

Shares1.8K

Event2026-06-30

Filed2026-07-13

XLF

Select STR Financial Select SPDR ETF

-0.26%

Shares8.1K

Event2026-06-30

Filed2026-07-13

IYR

iShares US Real Estate ETF

-19.94%

Shares4.2K

Event2026-06-30

Filed2026-07-13

FMB

First Trust Managed Municipal ETF IV

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-13

Gabelli Equity CF

0.00%

Shares75.4K

Event2026-06-30

Filed2026-07-13

SUB

iShares Short Term NTNL Mun BND ETF

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-13

BMY

Bristol-Myers Squibb

New

Shares7.4K

Event2026-06-30

Filed2026-07-13

Bloom Energy Corp. CL A

New

Shares1.4K

Event2026-06-30

Filed2026-07-13

VTEC

Vanguard California Tax-Exempt Bond ETF

New

Shares4.0K

Event2026-06-30

Filed2026-07-13

MFC

Manulife Finl F

New

Shares9.8K

Event2026-06-30

Filed2026-07-13

SUSA

iShares MSCI USA Esg Select ETF

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-13

IYF

iShares US Financials ETF

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-13

HOOD

Robinhood Markets Inc Com CL A

-2.11%

Shares3.8K

Event2026-06-30

Filed2026-07-13

TJX

TJX Companies Inc

-1.74%

Shares2.5K

Event2026-06-30

Filed2026-07-13

NXST

Nexstar Media Group Inc Com CL A

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-13

PPA

Invesco Aerospace & Defense ETF

0.23%

Shares2.1K

Event2026-06-30

Filed2026-07-13

Deere & Co

35.08%

Shares593

Event2026-06-30

Filed2026-07-13

PSQ

ProShares Short QQQ ETF

-28.57%

Shares15.0K

Event2026-06-30

Filed2026-07-13

iShares Core US Aggregate Bond ETF

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-13

CDZI

Cadiz Inc

-36.23%

Shares88.0K

Event2026-06-30

Filed2026-07-13

FRT

Fed Realty Invest Trust Sbi US D0.01

New

Shares3.0K

Event2026-06-30

Filed2026-07-13

SPLV

Invesco S&P 500 Low Volatility ETF

-0.89%

Shares4.9K

Event2026-06-30

Filed2026-07-13

CSX

CSX Corp

0.52%

Shares7.5K

Event2026-06-30

Filed2026-07-13

VNQ

Vanguard Real Estate ETF

0.30%

Shares3.7K

Event2026-06-30

Filed2026-07-13

HYMB

SPDR Nuveen BLMG HG YL MP BND ETF

7.66%

Shares14.1K

Event2026-06-30

Filed2026-07-13

Trane Technologies PLC F

-0.14%

Shares727

Event2026-06-30

Filed2026-07-13

LQD

iShares iBoxx $ (investment Grade Corporate Bond Etf)

-3.98%

Shares3.3K

Event2026-06-30

Filed2026-07-13

DVY

iShares Select Dividend ETF

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-13

AEE

Ameren Corp

0.23%

Shares3.1K

Event2026-06-30

Filed2026-07-13

CARR

Carrier Global Corp

0.43%

Shares4.7K

Event2026-06-30

Filed2026-07-13

Travelers

-1.32%

Shares1.0K

Event2026-06-30

Filed2026-07-13

TIP

iShares TIPS Bond ETF

-47.24%

Shares3.0K

Event2026-06-30

Filed2026-07-13

MCO

Moodys Corp

-2.31%

Shares719

Event2026-06-30

Filed2026-07-13

PRF

Invesco FTSE Rafi US 1000 ETF

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-13

COWZ

Pacer US Cash Cows 100 ETF

0.31%

Shares5.2K

Event2026-06-30

Filed2026-07-13

MSI

Motorola Solutions

New

Shares773

Event2026-06-30

Filed2026-07-13

Stifel Finl Co

-0.52%

Shares4.6K

Event2026-06-30

Filed2026-07-13

INTU

Intuit Inc

-3.43%

Shares1.2K

Event2026-06-30

Filed2026-07-13

Blackstone Inc

-29.43%

Shares2.7K

Event2026-06-30

Filed2026-07-13

BLOK

Amplify TRNSFRMTNL Data SHRNG ETF

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-13

CRM

Salesforce

-4.40%

Shares2.0K

Event2026-06-30

Filed2026-07-13

FCAL

FRST TR Clfrna MNCPL HGH Incm ETF

New

Shares6.1K

Event2026-06-30

Filed2026-07-13

SCHD

Schwab US Dividend Equity ETF

6.37%

Shares9.4K

Event2026-06-30

Filed2026-07-13

Vaneck Gold Miners ETF

-12.42%

Shares3.9K

Event2026-06-30

Filed2026-07-13

Rivian Automotive Inc Class A

0.00%

Shares16.8K

Event2026-06-30

Filed2026-07-13

XLV

Select Sector Health Care SPDR ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-13

SHEL

Shell PLC F Sponsored ADR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-13

NVO

Novo-Nordisk As Vormal F Sponsored ADR

-22.04%

Shares5.9K

Event2026-06-30

Filed2026-07-13

RLY

SPDR Ssga Multi Asset Real Retur ETF

6.88%

Shares8.1K

Event2026-06-30

Filed2026-07-13

Alnylam Pharmaceutl

0.00%

Shares924

Event2026-06-30

Filed2026-07-13

BTI

Brit Amer Tobacco F Unsponsored ADR

3.49%

Shares4.4K

Event2026-06-30

Filed2026-07-13

VIAV

Viavi Solutions Inc

New

Shares5.7K

Event2026-06-30

Filed2026-07-13

QCOM

Qualcomm Inc

New

Shares1.4K

Event2026-06-30

Filed2026-07-13

ILCB

iShares Morningstar US Equity ETF

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-13

IJJ

iShares S&P Mid Cap 400 Value ETF

1.55%

Shares1.8K

Event2026-06-30

Filed2026-07-13

CVS

CVS Health Corp

New

Shares2.5K

Event2026-06-30

Filed2026-07-13

Ford Motor Co

-0.65%

Shares18.2K

Event2026-06-30

Filed2026-07-13

BIL

SPDR Bloomberg 1 3 MNTH T BLL ETF

-20.59%

Shares2.7K

Event2026-06-30

Filed2026-07-13

MGNI

Magnite Inc

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-13

SNPS

Synopsys Inc

-0.54%

Shares553

Event2026-06-30

Filed2026-07-13

NOC

Northrop Grumman Co

1.05%

Shares481

Event2026-06-30

Filed2026-07-13

CLX

Clorox Co Com

-27.93%

Shares2.5K

Event2026-06-30

Filed2026-07-13

IAU

iShares Gold ETF

-12.47%

Shares3.1K

Event2026-06-30

Filed2026-07-13

SPDR Gold Minishares Etv

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-13

RZG

Invsc SP Smallcap 600 Pure GRWTH ETF

New

Shares3.2K

Event2026-06-30

Filed2026-07-13

UPS

United Parcel SRVC Class B

-5.59%

Shares2.2K

Event2026-06-30

Filed2026-07-13

AIEQ

Amplify Ai Powered Equity ETF

-14.46%

Shares4.6K

Event2026-06-30

Filed2026-07-13

MDLZ

Mondelez Intl Class A

0.63%

Shares4.0K

Event2026-06-30

Filed2026-07-13

Vanguard Mid Cap ETF

New

Shares2.8K

Event2026-06-30

Filed2026-07-13

RSP

Invsc S P 500 Equal Weight ETF

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-13

Consolidated Edison

0.29%

Shares2.1K

Event2026-06-30

Filed2026-07-13

MMC

Marsh & MC Lennan Co

-5.30%

Shares1.4K

Event2026-06-30

Filed2026-07-13

CVBF

C V B Finl Corp

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-13

ORLY

O Reilly Automotive

New

Shares2.4K

Event2026-06-30

Filed2026-07-13

The CIGNA Group

0.50%

Shares811

Event2026-06-30

Filed2026-07-13

Edwards Lifesciences

New

Shares2.5K

Event2026-06-30

Filed2026-07-13

Cisco Systems

New

Shares1.9K

Event2026-06-30

Filed2026-07-13

RSPN

Invsc SP 500 Equal WGHT Indstrl ETF

New

Shares3.4K

Event2026-06-30

Filed2026-07-13

MOG.B

Moog Inc Class B

New

Shares500

Event2026-06-30

Filed2026-07-13

USRT

iShares Core US REIT ETF

New

Shares3.2K

Event2026-06-30

Filed2026-07-13

SYF

Synchrony Finl

New

Shares2.8K

Event2026-06-30

Filed2026-07-13

COHR

Coherent Corp

New

Shares537

Event2026-06-30

Filed2026-07-13

VCIT

VGRD Itc ETF DV

-3.17%

Shares2.5K

Event2026-06-30

Filed2026-07-13

NOK

Nokia Oyj F Sponsored ADR

1.55%

Shares15.6K

Event2026-06-30

Filed2026-07-13

Colgate-Palmolive Co

New

Shares2.3K

Event2026-06-30

Filed2026-07-13

SLYV

SPDR S&P 600 Small Cap Value E TF

New

Shares1.9K

Event2026-06-30

Filed2026-07-13

UBER

Uber Technologies Inc

New

Shares2.8K

Event2026-06-30

Filed2026-07-13

IWD

iShares Russell 1000 Value ETF

New

Shares831

Event2026-06-30

Filed2026-07-13

SSO

ProShares Ultra S&P 500 ETF

New

Shares3.0K

Event2026-06-30

Filed2026-07-13

NTHI

Neonc Technologies HLDGS

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available