Sponsored

The Analysis of Schneider Downs Wealth Management Advisors, LP's Holdings & P&L

Currently, Schneider Downs Wealth Management Advisors, LP holds 177 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in VO (+758.4K shares, valued at $61.1M), FHI (+823.7K shares, valued at $45.5M), IWF (+125.1K shares, valued at $15.5M); decreased their positions in IJR (-4.0K shares, valued at $588.3K), VOO (-724 shares, valued at $497.2K), IWR (-3.2K shares, valued at $357.9K); initiated new positions in AMD (+1.5K shares, valued at $849.9K), PKOH (+21.5K shares, valued at $826.7K), LRCX (+1.2K shares, valued at $539.1K).

1M P&L

+170.1K+0.02%

3M P&L

+48.9M+4.86%

HY P&L

-188.0M-15.13%

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/A757.8M

73.9%

2Asset Management201.8M

19.7%

3Software - Infrastructure10.9M

1.1%

Top Industries by Stock Count

1N/A90 stocks

58.1%

2Drug Manufacturers - General4 stocks

2.6%

3Asset Management4 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FHI FEDERATED HERMES INC3.6M shares30.20%2026-06-302026-08-05

SPDW SPDR INDEX SHS FDS1.8M shares1.00%2026-06-302026-08-05

VO VANGUARD INDEX FDS1.0M shares308.25%2026-06-302026-08-05

MMIT NEW YORK LIFE INVTS ACTIVE E2.7M shares3.12%2026-06-302026-08-05

SCHG SCHWAB STRATEGIC TR1.7M shares2.40%2026-06-302026-08-05

IEMG ISHARES INC652.7K shares1.73%2026-06-302026-08-05

SCHX SCHWAB STRATEGIC TR1.4M shares0.47%2026-06-302026-08-05

MUB ISHARES TR382.5K shares6.11%2026-06-302026-08-05

Sponsored

VNLA JANUS DETROIT STR TR669.2K shares4.02%2026-06-302026-08-05

IJT ISHARES TR169.5K shares3.33%2026-06-302026-08-05

JPIE J P MORGAN EXCHANGE TRADED F533.1K shares12.71%2026-06-302026-08-05

IWF ISHARES TR166.5K shares302.18%2026-06-302026-08-05

FBND FIDELITY MERRIMACK STR TR377.0K shares5.62%2026-06-302026-08-05

SCHM SCHWAB STRATEGIC TR451.8K shares-1.84%2026-06-302026-08-05

VEA VANGUARD TAX-MANAGED FDS225.0K shares2.92%2026-06-302026-08-05

VOO VANGUARD INDEX FDS22.1K shares-3.17%2026-06-302026-08-05

Sponsored

FTRB FEDERATED HERMES ETF TRUST578.5K shares11.31%2026-06-302026-08-05

IJR ISHARES TR97.3K shares-3.92%2026-06-302026-08-05

VBK VANGUARD INDEX FDS33.1K shares-2.47%2026-06-302026-08-05

AAPL APPLE INC36.8K shares9.11%2026-06-302026-08-05

SCHV SCHWAB STRATEGIC TR285.4K shares-1.88%2026-06-302026-08-05

MSFT MICROSOFT CORP25.4K shares100.19%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T11.2K shares-1.30%2026-06-302026-08-05

IWR ISHARES TR74.4K shares-4.18%2026-06-302026-08-05

Sponsored

VTEB VANGUARD MUN BD FDS141.1K shares-4.21%2026-06-302026-08-05

EFA ISHARES TR61.1K shares0.19%2026-06-302026-08-05

FEGE RBB FUND TRUST120.0K shares11.59%2026-06-302026-08-05

JHML JOHN HANCOCK EXCHANGE TRADED64.6K shares-1.87%2026-06-302026-08-05

ISHARES TR ISHARES TR7.4K shares23.87%2026-06-302026-08-05

VBR VANGUARD INDEX FDS17.8K shares34.56%2026-06-302026-08-05

PRCH PORCH GROUP INC274.2K shares0.00%2026-06-302026-08-05

ISHARES TR ISHARES TR39.1K shares12.07%2026-06-302026-08-05

Sponsored

GOOGL ALPHABET INC10.1K shares8.25%2026-06-302026-08-05

IVW ISHARES TR25.3K shares-1.28%2026-06-302026-08-05

RJF RAYMOND JAMES FINL INC21.8K shares1.36%2026-06-302026-08-05

SCHF SCHWAB STRATEGIC TR119.6K shares-0.42%2026-06-302026-08-05

VONG VANGUARD SCOTTSDALE FDS25.1K shares-4.05%2026-06-302026-08-05

DSI ISHARES TR21.9K shares0.00%2026-06-302026-08-05

SPDR SERIES TRUST SPDR SERIES TRUST34.6K shares0.00%2026-06-302026-08-05

PNC PNC FINL SVCS GROUP INC12.2K shares3.17%2026-06-302026-08-05

Sponsored

GOOG ALPHABET INC8.3K shares-0.43%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO8.9K shares0.15%2026-06-302026-08-05

VANGUARD INDEX FDS VANGUARD INDEX FDS7.6K shares12.43%2026-06-302026-08-05

GLD SPDR GOLD TR7.5K shares10.67%2026-06-302026-08-05

MMIN NEW YORK LIFE INVTS ACTIVE E113.9K shares0.93%2026-06-302026-08-05

AMZN AMAZON COM INC10.8K shares10.00%2026-06-302026-08-05

DFAC DIMENSIONAL ETF TRUST57.8K shares0.00%2026-06-302026-08-05

VB VANGUARD INDEX FDS8.4K shares3.51%2026-06-302026-08-05

Sponsored

IVE ISHARES TR10.9K shares0.00%2026-06-302026-08-05

EXXON MOBIL CORP EXXON MOBIL CORP16.9K shares766.27%2026-06-302026-08-05

JGRO J P MORGAN EXCHANGE TRADED F23.0K shares7.52%2026-06-302026-08-05

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-06-302026-08-05

SCHE SCHWAB STRATEGIC TR60.8K shares-8.67%2026-06-302026-08-05

BN BROOKFIELD CORP48.2K shares0.00%2026-06-302026-08-05

ETN EATON CORP PLC4.8K shares168.71%2026-06-302026-08-05

IJH ISHARES TR24.0K shares-0.02%2026-06-302026-08-05

Sponsored

SCHA SCHWAB STRATEGIC TR46.8K shares-0.50%2026-06-302026-08-05

NVDA NVIDIA CORPORATION8.3K shares7.87%2026-06-302026-08-05

ESGD ISHARES TR15.8K shares11.02%2026-06-302026-08-05

RELY REMITLY GLOBAL INC62.8K shares0.00%2026-06-302026-08-05

TJX TJX COS INC NEW9.1K shares3.86%2026-06-302026-08-05

IJK ISHARES TR10.6K shares0.00%2026-06-302026-08-05

QQQ INVESCO QQQ TR1.6K shares0.93%2026-06-302026-08-05

IJJ ISHARES TR8.1K shares0.00%2026-06-302026-08-05

Sponsored

RKLB ROCKET LAB CORP11.6K shares5.34%2026-06-302026-08-05

VANECK ETF TRUST VANECK ETF TRUST15.3K shares4.43%2026-06-302026-08-05

VNQ VANGUARD INDEX FDS11.7K shares0.24%2026-06-302026-08-05

WMT WALMART INC9.9K shares-1.04%2026-06-302026-08-05

VONV VANGUARD SCOTTSDALE FDS10.5K shares-0.27%2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.2K shares0.85%2026-06-302026-08-05

IWM ISHARES TR3.6K shares0.00%2026-06-302026-08-05

CAT CATERPILLAR INC1.0K shares0.20%2026-06-302026-08-05

Sponsored

IJS ISHARES TR7.9K shares0.19%2026-06-302026-08-05

SUSB ISHARES TR41.6K shares1.46%2026-06-302026-08-05

VISA INC VISA INC3.0K shares-4.45%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL2.1K shares81.85%2026-06-302026-08-05

BROADCOM INC BROADCOM INC2.7K shares29.33%2026-06-302026-08-05

META PLATFORMS INC META PLATFORMS INC1.8K shares0.00%2026-06-302026-08-05

AMGN AMGEN INC2.6K shares75.20%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON3.7K shares7.83%2026-06-302026-08-05

Sponsored

SUSC ISHARES TR38.9K shares1.57%2026-06-302026-08-05

MDYG SPDR SERIES TRUST7.9K shares0.00%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC1.5K sharesnew addition2026-06-302026-08-05

TRS TRIMAS CORP18.5K shares0.00%2026-06-302026-08-05

PKOH PARK-OHIO HLDGS CORP21.5K sharesnew addition2026-06-302026-08-05

ESGE ISHARES INC14.4K shares2.90%2026-06-302026-08-05

SLDE SLIDE INS HLDGS INC40.4K shares0.00%2026-06-302026-08-05

XLE SELECT SECTOR SPDR TR14.3K shares-3.62%2026-06-302026-08-05

Sponsored

CBZ CBIZ INC23.3K shares0.43%2026-06-302026-08-05

DIA STATE STR SPDR DOW JONES IND1.3K shares-5.99%2026-06-302026-08-05

ASML ASML HLDG NV346 shares11.61%2026-06-302026-08-05

EFG ISHARES TR5.5K shares0.00%2026-06-302026-08-05

GBTC GRAYSCALE BITCOIN TRUST ETF14.4K shares-2.31%2026-06-302026-08-05

MFC MANULIFE FINL CORP15.8K shares0.00%2026-06-302026-08-05

ABBVIE INC ABBVIE INC2.5K shares0.00%2026-06-302026-08-05

XLK SELECT SECTOR SPDR TR3.3K shares-4.24%2026-06-302026-08-05

Sponsored

CISCO SYS INC CISCO SYS INC5.2K shares-6.78%2026-06-302026-08-05

NEXTERA ENERGY INC NEXTERA ENERGY INC6.8K shares0.00%2026-06-302026-08-05

SCHZ SCHWAB STRATEGIC TR25.2K shares0.00%2026-06-302026-08-05

RTX CORPORATION RTX CORPORATION3.1K shares-7.48%2026-06-302026-08-05

BIP BROOKFIELD INFRASTRUCTURE PA15.1K shares0.00%2026-06-302026-08-05

NUSC NUSHARES ETF TR10.5K shares0.20%2026-06-302026-08-05

ORACLE CORP ORACLE CORP3.7K shares0.95%2026-06-302026-08-05

LRCX LAM RESEARCH CORP1.2K sharesnew addition2026-06-302026-08-05

Sponsored

BK BANK OF NY MELLON CORP3.6K shares6.17%2026-06-302026-08-05

MU MICRON TECHNOLOGY INC452 sharesnew addition2026-06-302026-08-05

VGT VANGUARD WORLD FD4.2K shares664.34%2026-06-302026-08-05

VIG VANGUARD SPECIALIZED FUNDS2.1K shares0.00%2026-06-302026-08-05

UBER UBER TECHNOLOGIES INC6.7K shares-14.86%2026-06-302026-08-05

FDV FEDERATED HERMES ETF TRUST15.2K shares0.00%2026-06-302026-08-05

TSLA TESLA INC1.1K sharesnew addition2026-06-302026-08-05

PEP PEPSICO INC3.5K shares29.20%2026-06-302026-08-05

Sponsored

MCD MCDONALDS CORP1.7K shares-4.16%2026-06-302026-08-05

OEF ISHARES TR1.2K shares0.00%2026-06-302026-08-05

NETFLIX INC. NETFLIX INC.6.2K shares4.03%2026-06-302026-08-05

SCHD SCHWAB STRATEGIC TR13.9K sharesnew addition2026-06-302026-08-05

GTO INVESCO ACTIVELY MANAGED EXC9.4K shares0.00%2026-06-302026-08-05

MRK MERCK & CO INC3.1K shares1.22%2026-06-302026-08-05

IBM INTERNATIONAL BUSINESS MACHS1.4K shares-5.14%2026-06-302026-08-05

HD HOME DEPOT INC1.1K shares0.00%2026-06-302026-08-05

Sponsored

COHR COHERENT CORP930 shares0.00%2026-06-302026-08-05

PG PROCTER & GAMBLE CO2.5K shares46.47%2026-06-302026-08-05

XOP SPDR SERIES TRUST2.4K shares0.00%2026-06-302026-08-05

PCAR PACCAR INC3.0K shares0.00%2026-06-302026-08-05

SLV ISHARES SILVER TR6.5K shares0.00%2026-06-302026-08-05

MO ALTRIA GROUP INC4.8K shares0.00%2026-06-302026-08-05

IMCB ISHARES TR3.6K shares0.00%2026-06-302026-08-05

VT VANGUARD INTL EQUITY INDEX F2.2K shares0.00%2026-06-302026-08-05

Sponsored

VOT VANGUARD INDEX FDS1.1K shares0.00%2026-06-302026-08-05

WELL WELLTOWER INC1.5K shares0.00%2026-06-302026-08-05

LIN LINDE PLC628 shares0.80%2026-06-302026-08-05

MDYV SPDR SERIES TRUST3.4K shares0.00%2026-06-302026-08-05

BAM BROOKFIELD ASSET MANAGMT LTD7.1K shares0.00%2026-06-302026-08-05

TMO THERMO FISHER SCIENTIFIC INC628 shares17.16%2026-06-302026-08-05

ABT ABBOTT LABORATORIES3.3K shares9.41%2026-06-302026-08-05

QBTS D-WAVE QUANTUM INC12.5K shares0.00%2026-06-302026-08-05

Sponsored

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR6.5K shares0.00%2026-06-302026-08-05

PM PHILIP MORRIS INTL INC1.6K shares-2.62%2026-06-302026-08-05

AXP AMERICAN EXPRESS CO853 shares0.35%2026-06-302026-08-05

VV VANGUARD INDEX FDS821 shares0.00%2026-06-302026-08-05

CHUBB LIMITED CHUBB LIMITED822 shares0.00%2026-06-302026-08-05

VOTE TCW ETF TRUST3.2K shares0.00%2026-06-302026-08-05

EEM ISHARES TR4.1K shares0.00%2026-06-302026-08-05

AVUV AMERICAN CENTY ETF TR2.2K sharesnew addition2026-06-302026-08-05

Sponsored

COPX GLOBAL X FDS3.5K shares6.45%2026-06-302026-08-05

ISHARES TR ISHARES TR2.7K sharesnew addition2026-06-302026-08-05

VOE VANGUARD INDEX FDS1.3K shares0.00%2026-06-302026-08-05

FLEX FLEX LTD1.6K sharesnew addition2026-06-302026-08-05

LLY ELI LILLY & CO215 sharesnew addition2026-06-302026-08-05

IWO ISHARES TR654 shares0.00%2026-06-302026-08-05

VXUS VANGUARD STAR FDS3.0K sharesnew addition2026-06-302026-08-05

IWD ISHARES TR1.0K shares0.00%2026-06-302026-08-05

Sponsored

FV FIRST TR EXCHANGE TRADED FD3.3K sharesnew addition2026-06-302026-08-05

IWN ISHARES TR1.1K shares0.00%2026-06-302026-08-05

FBTC FIDELITY WISE ORIGIN BITCOIN4.7K shares0.00%2026-06-302026-08-05

XME SPDR SERIES TRUST2.2K shares-1.85%2026-06-302026-08-05

SIRI SIRIUSXM HOLDINGS INC7.9K sharesnew addition2026-06-302026-08-05

ISCB ISHARES TR3.0K sharesnew addition2026-06-302026-08-05

CVX CHEVRON CORPORATION1.4K shares3.47%2026-06-302026-08-05

IJUL INNOVATOR ETFS TRUST6.3K shares-59.10%2026-06-302026-08-05

Sponsored

BAC BANK OF AMER CORP4.0K sharesnew addition2026-06-302026-08-05

NVR NVR INC33 shares0.00%2026-06-302026-08-05

LOAN MANHATTAN BRDG CAP INC48.4K sharesnew addition2026-06-302026-08-05

SCHW SCHWAB CHARLES CORP2.3K shares1.78%2026-06-302026-08-05

KO COCA COLA CO2.7K shares0.30%2026-06-302026-08-05

RSP INVESCO EXCHANGE TRADED FD T997 sharesnew addition2026-06-302026-08-05

IWS ISHARES TR1.3K sharesnew addition2026-06-302026-08-05

EWD ISHARES INC4.2K sharesnew addition2026-06-302026-08-05

Sponsored

APPLIED MATLS INC APPLIED MATLS INC286 sharesnew addition2026-06-302026-08-05

UNP UNION PAC CORP760 sharesnew addition2026-06-302026-08-05

AWK AMERICAN WTR WKS CO INC NEW1.6K shares0.00%2026-06-302026-08-05

PH PARKER-HANNIFIN CORP209 sharesnew addition2026-06-302026-08-05

ICLN ISHARES TR9.9K shares-4.12%2026-06-302026-08-05

CWB SPDR SERIES TRUST1.9K sharesnew addition2026-06-302026-08-05

PTON PELOTON INTERACTIVE INC12.3K sharesnew addition2026-06-302026-08-05

TMQ TRILOGY METALS INC NEW20.6K sharesnew addition2026-06-302026-08-05

Sponsored

GORO GOLD RESOURCE CORP23.8K shares0.00%2026-06-302026-08-05

FHI

FEDERATED HERMES INC

30.20%

Shares3.6M

Event2026-06-30

Filed2026-08-05

SPDW

SPDR INDEX SHS FDS

1.00%

Shares1.8M

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

308.25%

Shares1.0M

Event2026-06-30

Filed2026-08-05

MMIT

NEW YORK LIFE INVTS ACTIVE E

3.12%

Shares2.7M

Event2026-06-30

Filed2026-08-05

SCHG

SCHWAB STRATEGIC TR

2.40%

Shares1.7M

Event2026-06-30

Filed2026-08-05

IEMG

ISHARES INC

1.73%

Shares652.7K

Event2026-06-30

Filed2026-08-05

SCHX

SCHWAB STRATEGIC TR

0.47%

Shares1.4M

Event2026-06-30

Filed2026-08-05

MUB

ISHARES TR

6.11%

Shares382.5K

Event2026-06-30

Filed2026-08-05

VNLA

JANUS DETROIT STR TR

4.02%

Shares669.2K

Event2026-06-30

Filed2026-08-05

IJT

ISHARES TR

3.33%

Shares169.5K

Event2026-06-30

Filed2026-08-05

JPIE

J P MORGAN EXCHANGE TRADED F

12.71%

Shares533.1K

Event2026-06-30

Filed2026-08-05

IWF

ISHARES TR

302.18%

Shares166.5K

Event2026-06-30

Filed2026-08-05

FBND

FIDELITY MERRIMACK STR TR

5.62%

Shares377.0K

Event2026-06-30

Filed2026-08-05

SCHM

SCHWAB STRATEGIC TR

-1.84%

Shares451.8K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD TAX-MANAGED FDS

2.92%

Shares225.0K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS

-3.17%

Shares22.1K

Event2026-06-30

Filed2026-08-05

FTRB

FEDERATED HERMES ETF TRUST

11.31%

Shares578.5K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR

-3.92%

Shares97.3K

Event2026-06-30

Filed2026-08-05

VBK

VANGUARD INDEX FDS

-2.47%

Shares33.1K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

9.11%

Shares36.8K

Event2026-06-30

Filed2026-08-05

SCHV

SCHWAB STRATEGIC TR

-1.88%

Shares285.4K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

100.19%

Shares25.4K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

-1.30%

Shares11.2K

Event2026-06-30

Filed2026-08-05

IWR

ISHARES TR

-4.18%

Shares74.4K

Event2026-06-30

Filed2026-08-05

VTEB

VANGUARD MUN BD FDS

-4.21%

Shares141.1K

Event2026-06-30

Filed2026-08-05

EFA

ISHARES TR

0.19%

Shares61.1K

Event2026-06-30

Filed2026-08-05

FEGE

RBB FUND TRUST

11.59%

Shares120.0K

Event2026-06-30

Filed2026-08-05

JHML

JOHN HANCOCK EXCHANGE TRADED

-1.87%

Shares64.6K

Event2026-06-30

Filed2026-08-05

ISHARES TR

23.87%

Shares7.4K

Event2026-06-30

Filed2026-08-05

VBR

VANGUARD INDEX FDS

34.56%

Shares17.8K

Event2026-06-30

Filed2026-08-05

PRCH

PORCH GROUP INC

0.00%

Shares274.2K

Event2026-06-30

Filed2026-08-05

ISHARES TR

12.07%

Shares39.1K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

8.25%

Shares10.1K

Event2026-06-30

Filed2026-08-05

IVW

ISHARES TR

-1.28%

Shares25.3K

Event2026-06-30

Filed2026-08-05

RJF

RAYMOND JAMES FINL INC

1.36%

Shares21.8K

Event2026-06-30

Filed2026-08-05

SCHF

SCHWAB STRATEGIC TR

-0.42%

Shares119.6K

Event2026-06-30

Filed2026-08-05

VONG

VANGUARD SCOTTSDALE FDS

-4.05%

Shares25.1K

Event2026-06-30

Filed2026-08-05

DSI

ISHARES TR

0.00%

Shares21.9K

Event2026-06-30

Filed2026-08-05

SPDR SERIES TRUST

0.00%

Shares34.6K

Event2026-06-30

Filed2026-08-05

PNC

PNC FINL SVCS GROUP INC

3.17%

Shares12.2K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

-0.43%

Shares8.3K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

0.15%

Shares8.9K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

12.43%

Shares7.6K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD TR

10.67%

Shares7.5K

Event2026-06-30

Filed2026-08-05

MMIN

NEW YORK LIFE INVTS ACTIVE E

0.93%

Shares113.9K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

10.00%

Shares10.8K

Event2026-06-30

Filed2026-08-05

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares57.8K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

3.51%

Shares8.4K

Event2026-06-30

Filed2026-08-05

IVE

ISHARES TR

0.00%

Shares10.9K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

766.27%

Shares16.9K

Event2026-06-30

Filed2026-08-05

JGRO

J P MORGAN EXCHANGE TRADED F

7.52%

Shares23.0K

Event2026-06-30

Filed2026-08-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-06-30

Filed2026-08-05

SCHE

SCHWAB STRATEGIC TR

-8.67%

Shares60.8K

Event2026-06-30

Filed2026-08-05

BROOKFIELD CORP

0.00%

Shares48.2K

Event2026-06-30

Filed2026-08-05

ETN

EATON CORP PLC

168.71%

Shares4.8K

Event2026-06-30

Filed2026-08-05

IJH

ISHARES TR

-0.02%

Shares24.0K

Event2026-06-30

Filed2026-08-05

SCHA

SCHWAB STRATEGIC TR

-0.50%

Shares46.8K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

7.87%

Shares8.3K

Event2026-06-30

Filed2026-08-05

ESGD

ISHARES TR

11.02%

Shares15.8K

Event2026-06-30

Filed2026-08-05

RELY

REMITLY GLOBAL INC

0.00%

Shares62.8K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC NEW

3.86%

Shares9.1K

Event2026-06-30

Filed2026-08-05

IJK

ISHARES TR

0.00%

Shares10.6K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

0.93%

Shares1.6K

Event2026-06-30

Filed2026-08-05

IJJ

ISHARES TR

0.00%

Shares8.1K

Event2026-06-30

Filed2026-08-05

RKLB

ROCKET LAB CORP

5.34%

Shares11.6K

Event2026-06-30

Filed2026-08-05

VANECK ETF TRUST

4.43%

Shares15.3K

Event2026-06-30

Filed2026-08-05

VNQ

VANGUARD INDEX FDS

0.24%

Shares11.7K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

-1.04%

Shares9.9K

Event2026-06-30

Filed2026-08-05

VONV

VANGUARD SCOTTSDALE FDS

-0.27%

Shares10.5K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

0.85%

Shares1.2K

Event2026-06-30

Filed2026-08-05

IWM

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

0.20%

Shares1.0K

Event2026-06-30

Filed2026-08-05

IJS

ISHARES TR

0.19%

Shares7.9K

Event2026-06-30

Filed2026-08-05

SUSB

ISHARES TR

1.46%

Shares41.6K

Event2026-06-30

Filed2026-08-05

VISA INC

-4.45%

Shares3.0K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

81.85%

Shares2.1K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

29.33%

Shares2.7K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

75.20%

Shares2.6K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

7.83%

Shares3.7K

Event2026-06-30

Filed2026-08-05

SUSC

ISHARES TR

1.57%

Shares38.9K

Event2026-06-30

Filed2026-08-05

MDYG

SPDR SERIES TRUST

0.00%

Shares7.9K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-05

TRS

TRIMAS CORP

0.00%

Shares18.5K

Event2026-06-30

Filed2026-08-05

PKOH

PARK-OHIO HLDGS CORP

New

Shares21.5K

Event2026-06-30

Filed2026-08-05

ESGE

ISHARES INC

2.90%

Shares14.4K

Event2026-06-30

Filed2026-08-05

SLDE

SLIDE INS HLDGS INC

0.00%

Shares40.4K

Event2026-06-30

Filed2026-08-05

XLE

SELECT SECTOR SPDR TR

-3.62%

Shares14.3K

Event2026-06-30

Filed2026-08-05

CBZ

CBIZ INC

0.43%

Shares23.3K

Event2026-06-30

Filed2026-08-05

DIA

STATE STR SPDR DOW JONES IND

-5.99%

Shares1.3K

Event2026-06-30

Filed2026-08-05

ASML

ASML HLDG NV

11.61%

Shares346

Event2026-06-30

Filed2026-08-05

EFG

ISHARES TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-05

GBTC

GRAYSCALE BITCOIN TRUST ETF

-2.31%

Shares14.4K

Event2026-06-30

Filed2026-08-05

MFC

MANULIFE FINL CORP

0.00%

Shares15.8K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR

-4.24%

Shares3.3K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

-6.78%

Shares5.2K

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-05

SCHZ

SCHWAB STRATEGIC TR

0.00%

Shares25.2K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION

-7.48%

Shares3.1K

Event2026-06-30

Filed2026-08-05

BIP

BROOKFIELD INFRASTRUCTURE PA

0.00%

Shares15.1K

Event2026-06-30

Filed2026-08-05

NUSC

NUSHARES ETF TR

0.20%

Shares10.5K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

0.95%

Shares3.7K

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP

New

Shares1.2K

Event2026-06-30

Filed2026-08-05

BANK OF NY MELLON CORP

6.17%

Shares3.6K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

New

Shares452

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD WORLD FD

664.34%

Shares4.2K

Event2026-06-30

Filed2026-08-05

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-05

UBER

UBER TECHNOLOGIES INC

-14.86%

Shares6.7K

Event2026-06-30

Filed2026-08-05

FDV

FEDERATED HERMES ETF TRUST

0.00%

Shares15.2K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC

29.20%

Shares3.5K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP

-4.16%

Shares1.7K

Event2026-06-30

Filed2026-08-05

OEF

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

4.03%

Shares6.2K

Event2026-06-30

Filed2026-08-05

SCHD

SCHWAB STRATEGIC TR

New

Shares13.9K

Event2026-06-30

Filed2026-08-05

GTO

INVESCO ACTIVELY MANAGED EXC

0.00%

Shares9.4K

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC

1.22%

Shares3.1K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS

-5.14%

Shares1.4K

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

COHR

COHERENT CORP

0.00%

Shares930

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

46.47%

Shares2.5K

Event2026-06-30

Filed2026-08-05

XOP

SPDR SERIES TRUST

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-05

PCAR

PACCAR INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-05

SLV

ISHARES SILVER TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-05

ALTRIA GROUP INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-05

IMCB

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-05

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-05

VOT

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

WELL

WELLTOWER INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

LIN

LINDE PLC

0.80%

Shares628

Event2026-06-30

Filed2026-08-05

MDYV

SPDR SERIES TRUST

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-05

BAM

BROOKFIELD ASSET MANAGMT LTD

0.00%

Shares7.1K

Event2026-06-30

Filed2026-08-05

TMO

THERMO FISHER SCIENTIFIC INC

17.16%

Shares628

Event2026-06-30

Filed2026-08-05

ABT

ABBOTT LABORATORIES

9.41%

Shares3.3K

Event2026-06-30

Filed2026-08-05

QBTS

D-WAVE QUANTUM INC

0.00%

Shares12.5K

Event2026-06-30

Filed2026-08-05

SELECT SECTOR SPDR TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-05

PHILIP MORRIS INTL INC

-2.62%

Shares1.6K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO

0.35%

Shares853

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

0.00%

Shares821

Event2026-06-30

Filed2026-08-05

CHUBB LIMITED

0.00%

Shares822

Event2026-06-30

Filed2026-08-05

VOTE

TCW ETF TRUST

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-05

EEM

ISHARES TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-05

AVUV

AMERICAN CENTY ETF TR

New

Shares2.2K

Event2026-06-30

Filed2026-08-05

COPX

GLOBAL X FDS

6.45%

Shares3.5K

Event2026-06-30

Filed2026-08-05

ISHARES TR

New

Shares2.7K

Event2026-06-30

Filed2026-08-05

VOE

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-05

FLEX

FLEX LTD

New

Shares1.6K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

New

Shares215

Event2026-06-30

Filed2026-08-05

IWO

ISHARES TR

0.00%

Shares654

Event2026-06-30

Filed2026-08-05

VXUS

VANGUARD STAR FDS

New

Shares3.0K

Event2026-06-30

Filed2026-08-05

IWD

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

FIRST TR EXCHANGE TRADED FD

New

Shares3.3K

Event2026-06-30

Filed2026-08-05

IWN

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-05

XME

SPDR SERIES TRUST

-1.85%

Shares2.2K

Event2026-06-30

Filed2026-08-05

SIRI

SIRIUSXM HOLDINGS INC

New

Shares7.9K

Event2026-06-30

Filed2026-08-05

ISCB

ISHARES TR

New

Shares3.0K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

3.47%

Shares1.4K

Event2026-06-30

Filed2026-08-05

IJUL

INNOVATOR ETFS TRUST

-59.10%

Shares6.3K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP

New

Shares4.0K

Event2026-06-30

Filed2026-08-05

NVR

NVR INC

0.00%

Shares33

Event2026-06-30

Filed2026-08-05

LOAN

MANHATTAN BRDG CAP INC

New

Shares48.4K

Event2026-06-30

Filed2026-08-05

SCHW

SCHWAB CHARLES CORP

1.78%

Shares2.3K

Event2026-06-30

Filed2026-08-05

COCA COLA CO

0.30%

Shares2.7K

Event2026-06-30

Filed2026-08-05

RSP

INVESCO EXCHANGE TRADED FD T

New

Shares997

Event2026-06-30

Filed2026-08-05

IWS

ISHARES TR

New

Shares1.3K

Event2026-06-30

Filed2026-08-05

EWD

ISHARES INC

New

Shares4.2K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC

New

Shares286

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP

New

Shares760

Event2026-06-30

Filed2026-08-05

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

PARKER-HANNIFIN CORP

New

Shares209

Event2026-06-30

Filed2026-08-05

ICLN

ISHARES TR

-4.12%

Shares9.9K

Event2026-06-30

Filed2026-08-05

CWB

SPDR SERIES TRUST

New

Shares1.9K

Event2026-06-30

Filed2026-08-05

PTON

PELOTON INTERACTIVE INC

New

Shares12.3K

Event2026-06-30

Filed2026-08-05

TMQ

TRILOGY METALS INC NEW

New

Shares20.6K

Event2026-06-30

Filed2026-08-05

GORO

GOLD RESOURCE CORP

0.00%

Shares23.8K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available