Sponsored

The Analysis of Smith Thornton Advisors LLC's Holdings & P&L

Currently, Smith Thornton Advisors LLC holds 140 types of securities in its portfolio with a total value $227.0M. In the most recent quarter, they have increased their positions in CGGR (+18.8K shares, valued at $871.6K), CGGO (+21.1K shares, valued at $844.1K), CGDV (+16.4K shares, valued at $805.9K); decreased their positions in N/A (-2.4K shares, valued at $348.3K), UBER (-2.1K shares, valued at $158.2K), GOOGL (-409 shares, valued at $144.2K); initiated new positions in KMB (+3.7K shares, valued at $405.8K), NUE (+1.5K shares, valued at $349.0K), N/A (+2.3K shares, valued at $298.1K).

1M P&L

+397.0K+0.21%

3M P&L

+727.8K+0.38%

HY P&L

+5.6M+3.00%

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/A138.0M

68.2%

2Internet Content & Information6.0M

2.9%

3Consumer Electronics5.2M

2.6%

Top Industries by Stock Count

1N/A58 stocks

47.9%

2Drug Manufacturers - General6 stocks

5.0%

3Semiconductors4 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGDV CAPITAL GROUP DIVIDEND VALUE254.6K shares6.90%2026-06-302026-07-14

CGGR CAPITAL GROUP GROWTH ETF223.8K shares9.18%2026-06-302026-07-14

USTB VICTORY PORTFOLIOS II141.5K shares7.80%2026-06-302026-07-14

UITB VICTORY PORTFOLIOS II152.7K shares6.10%2026-06-302026-07-14

CGGO CAPITAL GROUP GBL GROWTH EQT174.4K shares13.78%2026-06-302026-07-14

SPDW SPDR INDEX SHS FDS132.4K shares10.79%2026-06-302026-07-14

IWR ISHARES TR57.3K shares8.90%2026-06-302026-07-14

CGCP CAPITAL GRP FIXED INCM ETF T281.1K shares6.14%2026-06-302026-07-14

Sponsored

ISHARES TR ISHARES TR8.0K shares3.22%2026-06-302026-07-14

GOOGL ALPHABET INC16.9K shares-2.37%2026-06-302026-07-14

DGRO ISHARES TR75.0K shares7.96%2026-06-302026-07-14

CGCB CAPITAL GRP FIXED INCM ETF T221.7K shares-0.55%2026-06-302026-07-14

MINT PIMCO ETF TR56.2K shares8.54%2026-06-302026-07-14

AAPL APPLE INC16.3K shares17.10%2026-06-302026-07-14

IAU ISHARES GOLD TR62.5K shares3.54%2026-06-302026-07-14

CGMM CAPITAL GROUP EQUITY ETF TR145.0K shares9.03%2026-06-302026-07-14

Sponsored

QQQ INVESCO QQQ TR5.9K shares4.88%2026-06-302026-07-14

GL GLOBE LIFE INC22.5K shares5.26%2026-06-302026-07-14

SCHA SCHWAB STRATEGIC TR111.8K shares4.37%2026-06-302026-07-14

MSFT MICROSOFT CORP9.6K shares13.21%2026-06-302026-07-14

EMXC ISHARES INC37.2K shares8.58%2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC5.3K shares3.88%2026-06-302026-07-14

FLTR VANECK ETF TRUST133.9K shares3.58%2026-06-302026-07-14

RF REGIONS FINANCIAL CORP NEW104.8K shares-0.08%2026-06-302026-07-14

Sponsored

COWZ PACER FDS TR48.6K shares7.06%2026-06-302026-07-14

AIRR FIRST TR EXCHANGE TRADED FD24.6K shares3.07%2026-06-302026-07-14

WMT WALMART INC21.2K shares4.33%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO6.6K shares39.01%2026-06-302026-07-14

NVDA NVIDIA CORPORATION10.8K shares24.23%2026-06-302026-07-14

AMZN AMAZON COM INC8.1K shares7.33%2026-06-302026-07-14

EXXON MOBIL CORP EXXON MOBIL CORP13.5K shares-15.16%2026-06-302026-07-14

KO COCA COLA CO22.0K shares-3.41%2026-06-302026-07-14

Sponsored

CGBL CAPITAL GROUP CORE BALANCED48.8K shares13.52%2026-06-302026-07-14

SUB ISHARES TR17.0K shares-2.47%2026-06-302026-07-14

SOUTHERN CO SOUTHERN CO18.5K shares4.89%2026-06-302026-07-14

CGSD CAPITAL GRP FIXED INCM ETF T67.3K shares0.00%2026-06-302026-07-14

IBM INTERNATIONAL BUSINESS MACHS5.8K shares13.39%2026-06-302026-07-14

VOO VANGUARD INDEX FDS2.4K shares-3.52%2026-06-302026-07-14

BAC BANK OF AMER CORP27.8K shares0.12%2026-06-302026-07-14

CGMU CAPITAL GRP FIXED INCM ETF T60.2K shares0.00%2026-06-302026-07-14

Sponsored

IJH ISHARES TR21.5K shares0.00%2026-06-302026-07-14

CGSM CAPITAL GRP FIXED INCM ETF T59.9K shares0.00%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL3.2K shares1.96%2026-06-302026-07-14

TSLA TESLA INC3.8K shares7.63%2026-06-302026-07-14

LLY ELI LILLY & CO1.2K shares31.96%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.9K shares-1.12%2026-06-302026-07-14

T AT&T INC62.0K shares-3.22%2026-06-302026-07-14

CISCO SYS INC CISCO SYS INC10.9K shares0.48%2026-06-302026-07-14

Sponsored

SFBS SERVISFIRST BANCSHARES INC15.2K shares-6.19%2026-06-302026-07-14

MUNI PIMCO ETF TR22.9K shares0.18%2026-06-302026-07-14

HUM HUMANA INC2.8K shares0.00%2026-06-302026-07-14

CDL VICTORY PORTFOLIOS II14.3K shares-3.44%2026-06-302026-07-14

JNJ JOHNSON & JOHNSON4.3K shares3.56%2026-06-302026-07-14

CAT CATERPILLAR INC1.1K shares20.54%2026-06-302026-07-14

VZ VERIZON COMMUNICATIONS INC23.0K shares-3.72%2026-06-302026-07-14

CFA VICTORY PORTFOLIOS II9.9K shares0.00%2026-06-302026-07-14

Sponsored

BROADCOM INC BROADCOM INC2.5K shares9.05%2026-06-302026-07-14

PG PROCTER & GAMBLE CO6.5K shares9.76%2026-06-302026-07-14

ISHARES TR ISHARES TR9.8K shares-0.48%2026-06-302026-07-14

HD HOME DEPOT INC2.8K shares-3.78%2026-06-302026-07-14

DUK DUKE ENERGY CORP NEW7.0K shares3.52%2026-06-302026-07-14

DIS DISNEY WALT CO9.1K shares-5.07%2026-06-302026-07-14

GPN GLOBAL PMTS INC11.1K shares0.00%2026-06-302026-07-14

WFC WELLS FARGO & CO9.5K shares0.06%2026-06-302026-07-14

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET18.4K shares0.02%2026-06-302026-07-14

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR17.2K shares0.00%2026-06-302026-07-14

APPLIED MATLS INC APPLIED MATLS INC1.2K shares0.00%2026-06-302026-07-14

IWN ISHARES TR3.2K shares0.00%2026-06-302026-07-14

NEXTERA ENERGY INC NEXTERA ENERGY INC7.9K shares5.97%2026-06-302026-07-14

ISHARES TR ISHARES TR7.1K shares-1.44%2026-06-302026-07-14

MUB ISHARES TR6.1K shares0.00%2026-06-302026-07-14

VBR VANGUARD INDEX FDS2.6K shares0.00%2026-06-302026-07-14

Sponsored

CDC VICTORY PORTFOLIOS II8.2K shares-0.82%2026-06-302026-07-14

MRK MERCK & CO INC4.9K shares10.67%2026-06-302026-07-14

LMT LOCKHEED MARTIN CORP1.1K shares-1.71%2026-06-302026-07-14

QCOM QUALCOMM INC3.2K shares-9.27%2026-06-302026-07-14

SBUX STARBUCKS CORP5.5K shares14.64%2026-06-302026-07-14

SCHW SCHWAB CHARLES CORP5.7K shares16.27%2026-06-302026-07-14

IEMG ISHARES INC7.4K shares0.00%2026-06-302026-07-14

C CITIGROUP INC3.9K shares0.38%2026-06-302026-07-14

Sponsored

VFC V F CORP32.2K shares0.00%2026-06-302026-07-14

MOAT VANECK ETF TRUST5.0K shares0.00%2026-06-302026-07-14

LRCX LAM RESEARCH CORP1.6K shares0.00%2026-06-302026-07-14

INTC INTEL CORP4.9K shares0.00%2026-06-302026-07-14

DVY ISHARES TR3.2K shares-3.54%2026-06-302026-07-14

FDX FEDEX CORP1.6K shares0.00%2026-06-302026-07-14

XLK SELECT SECTOR SPDR TR2.8K shares0.00%2026-06-302026-07-14

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.8K shares-1.88%2026-06-302026-07-14

Sponsored

UCB UNITED CMNTY BKS BLAIRSVLE G13.7K shares0.00%2026-06-302026-07-14

RSP INVESCO EXCHANGE TRADED FD T2.2K shares0.00%2026-06-302026-07-14

VOE VANGUARD INDEX FDS2.3K shares0.00%2026-06-302026-07-14

VUG VANGUARD INDEX FDS5.3K shares500.00%2026-06-302026-07-14

ASML ASML HLDG NV263 shares0.00%2026-06-302026-07-14

UBER UBER TECHNOLOGIES INC5.9K shares-26.38%2026-06-302026-07-14

NOC NORTHROP GRUMMAN CORP808 shares-23.85%2026-06-302026-07-14

TIP ISHARES TR4.0K shares0.00%2026-06-302026-07-14

Sponsored

PEP PEPSICO INC3.1K shares-2.12%2026-06-302026-07-14

MCD MCDONALDS CORP1.6K shares14.21%2026-06-302026-07-14

DIA STATE STR SPDR DOW JONES IND779 shares0.00%2026-06-302026-07-14

KMB KIMBERLY-CLARK CORP3.7K sharesnew addition2026-06-302026-07-14

AMGN AMGEN INC1.1K shares-7.06%2026-06-302026-07-14

VSS VANGUARD INTL EQUITY INDEX F2.5K shares0.00%2026-06-302026-07-14

DE DEERE & CO633 shares5.50%2026-06-302026-07-14

ABT ABBOTT LABORATORIES4.0K shares0.00%2026-06-302026-07-14

Sponsored

XLF SELECT SECTOR SPDR TR6.6K shares-0.70%2026-06-302026-07-14

VB VANGUARD INDEX FDS1.2K shares0.00%2026-06-302026-07-14

GLD SPDR GOLD TR973 shares0.00%2026-06-302026-07-14

FLOT ISHARES TR7.0K shares0.00%2026-06-302026-07-14

NUE NUCOR CORP1.5K sharesnew addition2026-06-302026-07-14

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION371 shares4.51%2026-06-302026-07-14

CVX CHEVRON CORPORATION1.9K shares-12.96%2026-06-302026-07-14

ORACLE CORP ORACLE CORP2.3K sharesnew addition2026-06-302026-07-14

Sponsored

TJX TJX COS INC NEW1.9K sharesnew addition2026-06-302026-07-14

VTV VANGUARD INDEX FDS1.3K shares0.00%2026-06-302026-07-14

SPLV INVESCO EXCH TRADED FD TR II3.6K shares0.00%2026-06-302026-07-14

SHY ISHARES TR3.3K shares0.00%2026-06-302026-07-14

GEV GE VERNOVA INC257 sharesnew addition2026-06-302026-07-14

CMI CUMMINS INC393 sharesnew addition2026-06-302026-07-14

IVOO VANGUARD ADMIRAL FDS INC2.0K shares0.00%2026-06-302026-07-14

DOMINION ENERGY INC DOMINION ENERGY INC3.6K shares1.71%2026-06-302026-07-14

Sponsored

MINO PIMCO ETF TR5.6K shares0.00%2026-06-302026-07-14

CGMS CAPITAL GRP FIXED INCM ETF T9.0K shares0.00%2026-06-302026-07-14

JEPI J P MORGAN EXCHANGE TRADED F4.2K shares-12.91%2026-06-302026-07-14

MGEE MGE ENERGY INC2.8K shares0.00%2026-06-302026-07-14

ETN EATON CORP PLC565 sharesnew addition2026-06-302026-07-14

NVO NOVO-NORDISK A S4.6K sharesnew addition2026-06-302026-07-14

RTX CORPORATION RTX CORPORATION1.1K sharesnew addition2026-06-302026-07-14

BHP BHP BILLITON LIMITED2.7K shares-2.50%2026-06-302026-07-14

Sponsored

BA BOEING CO1.0K sharesnew addition2026-06-302026-07-14

PM PHILIP MORRIS INTL INC1.2K sharesnew addition2026-06-302026-07-14

ABBVIE INC ABBVIE INC852 sharesnew addition2026-06-302026-07-14

BSV VANGUARD BD INDEX FDS2.7K shares0.00%2026-06-302026-07-14

NSC NORFOLK SOUTHN CORP643 sharesnew addition2026-06-302026-07-14

TXN TEXAS INSTRS INC696 sharesnew addition2026-06-302026-07-14

IWM ISHARES TR705 sharesnew addition2026-06-302026-07-14

PFE PFIZER INC8.4K shares6.69%2026-06-302026-07-14

Sponsored

JHMM JOHN HANCOCK EXCHANGE TRADED2.8K sharesnew addition2026-06-302026-07-14

RIO RIO TINTO PLC2.2K shares0.09%2026-06-302026-07-14

BRCC BRC INC19.4K shares0.00%2026-06-302026-07-14

UPXI UPEXI INC17.5K shares59.09%2026-06-302026-07-14

CGDV

CAPITAL GROUP DIVIDEND VALUE

6.90%

Shares254.6K

Event2026-06-30

Filed2026-07-14

CGGR

CAPITAL GROUP GROWTH ETF

9.18%

Shares223.8K

Event2026-06-30

Filed2026-07-14

USTB

VICTORY PORTFOLIOS II

7.80%

Shares141.5K

Event2026-06-30

Filed2026-07-14

UITB

VICTORY PORTFOLIOS II

6.10%

Shares152.7K

Event2026-06-30

Filed2026-07-14

CGGO

CAPITAL GROUP GBL GROWTH EQT

13.78%

Shares174.4K

Event2026-06-30

Filed2026-07-14

SPDW

SPDR INDEX SHS FDS

10.79%

Shares132.4K

Event2026-06-30

Filed2026-07-14

IWR

ISHARES TR

8.90%

Shares57.3K

Event2026-06-30

Filed2026-07-14

CGCP

CAPITAL GRP FIXED INCM ETF T

6.14%

Shares281.1K

Event2026-06-30

Filed2026-07-14

ISHARES TR

3.22%

Shares8.0K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

-2.37%

Shares16.9K

Event2026-06-30

Filed2026-07-14

DGRO

ISHARES TR

7.96%

Shares75.0K

Event2026-06-30

Filed2026-07-14

CGCB

CAPITAL GRP FIXED INCM ETF T

-0.55%

Shares221.7K

Event2026-06-30

Filed2026-07-14

MINT

PIMCO ETF TR

8.54%

Shares56.2K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

17.10%

Shares16.3K

Event2026-06-30

Filed2026-07-14

IAU

ISHARES GOLD TR

3.54%

Shares62.5K

Event2026-06-30

Filed2026-07-14

CGMM

CAPITAL GROUP EQUITY ETF TR

9.03%

Shares145.0K

Event2026-06-30

Filed2026-07-14

QQQ

INVESCO QQQ TR

4.88%

Shares5.9K

Event2026-06-30

Filed2026-07-14

GLOBE LIFE INC

5.26%

Shares22.5K

Event2026-06-30

Filed2026-07-14

SCHA

SCHWAB STRATEGIC TR

4.37%

Shares111.8K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

13.21%

Shares9.6K

Event2026-06-30

Filed2026-07-14

EMXC

ISHARES INC

8.58%

Shares37.2K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

3.88%

Shares5.3K

Event2026-06-30

Filed2026-07-14

FLTR

VANECK ETF TRUST

3.58%

Shares133.9K

Event2026-06-30

Filed2026-07-14

REGIONS FINANCIAL CORP NEW

-0.08%

Shares104.8K

Event2026-06-30

Filed2026-07-14

COWZ

PACER FDS TR

7.06%

Shares48.6K

Event2026-06-30

Filed2026-07-14

AIRR

FIRST TR EXCHANGE TRADED FD

3.07%

Shares24.6K

Event2026-06-30

Filed2026-07-14

WMT

WALMART INC

4.33%

Shares21.2K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

39.01%

Shares6.6K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

24.23%

Shares10.8K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

7.33%

Shares8.1K

Event2026-06-30

Filed2026-07-14

EXXON MOBIL CORP

-15.16%

Shares13.5K

Event2026-06-30

Filed2026-07-14

COCA COLA CO

-3.41%

Shares22.0K

Event2026-06-30

Filed2026-07-14

CGBL

CAPITAL GROUP CORE BALANCED

13.52%

Shares48.8K

Event2026-06-30

Filed2026-07-14

SUB

ISHARES TR

-2.47%

Shares17.0K

Event2026-06-30

Filed2026-07-14

SOUTHERN CO

4.89%

Shares18.5K

Event2026-06-30

Filed2026-07-14

CGSD

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares67.3K

Event2026-06-30

Filed2026-07-14

IBM

INTERNATIONAL BUSINESS MACHS

13.39%

Shares5.8K

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

-3.52%

Shares2.4K

Event2026-06-30

Filed2026-07-14

BAC

BANK OF AMER CORP

0.12%

Shares27.8K

Event2026-06-30

Filed2026-07-14

CGMU

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares60.2K

Event2026-06-30

Filed2026-07-14

IJH

ISHARES TR

0.00%

Shares21.5K

Event2026-06-30

Filed2026-07-14

CGSM

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares59.9K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.96%

Shares3.2K

Event2026-06-30

Filed2026-07-14

TSLA

TESLA INC

7.63%

Shares3.8K

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

31.96%

Shares1.2K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

-1.12%

Shares1.9K

Event2026-06-30

Filed2026-07-14

AT&T INC

-3.22%

Shares62.0K

Event2026-06-30

Filed2026-07-14

CISCO SYS INC

0.48%

Shares10.9K

Event2026-06-30

Filed2026-07-14

SFBS

SERVISFIRST BANCSHARES INC

-6.19%

Shares15.2K

Event2026-06-30

Filed2026-07-14

MUNI

PIMCO ETF TR

0.18%

Shares22.9K

Event2026-06-30

Filed2026-07-14

HUM

HUMANA INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-14

CDL

VICTORY PORTFOLIOS II

-3.44%

Shares14.3K

Event2026-06-30

Filed2026-07-14

JNJ

JOHNSON & JOHNSON

3.56%

Shares4.3K

Event2026-06-30

Filed2026-07-14

CAT

CATERPILLAR INC

20.54%

Shares1.1K

Event2026-06-30

Filed2026-07-14

VERIZON COMMUNICATIONS INC

-3.72%

Shares23.0K

Event2026-06-30

Filed2026-07-14

CFA

VICTORY PORTFOLIOS II

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-14

BROADCOM INC

9.05%

Shares2.5K

Event2026-06-30

Filed2026-07-14

PROCTER & GAMBLE CO

9.76%

Shares6.5K

Event2026-06-30

Filed2026-07-14

ISHARES TR

-0.48%

Shares9.8K

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC

-3.78%

Shares2.8K

Event2026-06-30

Filed2026-07-14

DUK

DUKE ENERGY CORP NEW

3.52%

Shares7.0K

Event2026-06-30

Filed2026-07-14

DIS

DISNEY WALT CO

-5.07%

Shares9.1K

Event2026-06-30

Filed2026-07-14

GPN

GLOBAL PMTS INC

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-14

WFC

WELLS FARGO & CO

0.06%

Shares9.5K

Event2026-06-30

Filed2026-07-14

CGUS

CAPITAL GROUP CORE EQUITY ET

0.02%

Shares18.4K

Event2026-06-30

Filed2026-07-14

SELECT SECTOR SPDR TR

0.00%

Shares17.2K

Event2026-06-30

Filed2026-07-14

APPLIED MATLS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

IWN

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-14

NEXTERA ENERGY INC

5.97%

Shares7.9K

Event2026-06-30

Filed2026-07-14

ISHARES TR

-1.44%

Shares7.1K

Event2026-06-30

Filed2026-07-14

MUB

ISHARES TR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-14

VBR

VANGUARD INDEX FDS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-14

CDC

VICTORY PORTFOLIOS II

-0.82%

Shares8.2K

Event2026-06-30

Filed2026-07-14

MRK

MERCK & CO INC

10.67%

Shares4.9K

Event2026-06-30

Filed2026-07-14

LMT

LOCKHEED MARTIN CORP

-1.71%

Shares1.1K

Event2026-06-30

Filed2026-07-14

QCOM

QUALCOMM INC

-9.27%

Shares3.2K

Event2026-06-30

Filed2026-07-14

SBUX

STARBUCKS CORP

14.64%

Shares5.5K

Event2026-06-30

Filed2026-07-14

SCHW

SCHWAB CHARLES CORP

16.27%

Shares5.7K

Event2026-06-30

Filed2026-07-14

IEMG

ISHARES INC

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-14

CITIGROUP INC

0.38%

Shares3.9K

Event2026-06-30

Filed2026-07-14

VFC

V F CORP

0.00%

Shares32.2K

Event2026-06-30

Filed2026-07-14

MOAT

VANECK ETF TRUST

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-14

LRCX

LAM RESEARCH CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-14

INTC

INTEL CORP

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-14

DVY

ISHARES TR

-3.54%

Shares3.2K

Event2026-06-30

Filed2026-07-14

FDX

FEDEX CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-14

XLK

SELECT SECTOR SPDR TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-14

PALANTIR TECHNOLOGIES INC

-1.88%

Shares3.8K

Event2026-06-30

Filed2026-07-14

UCB

UNITED CMNTY BKS BLAIRSVLE G

0.00%

Shares13.7K

Event2026-06-30

Filed2026-07-14

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-14

VOE

VANGUARD INDEX FDS

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-14

VUG

VANGUARD INDEX FDS

500.00%

Shares5.3K

Event2026-06-30

Filed2026-07-14

ASML

ASML HLDG NV

0.00%

Shares263

Event2026-06-30

Filed2026-07-14

UBER

UBER TECHNOLOGIES INC

-26.38%

Shares5.9K

Event2026-06-30

Filed2026-07-14

NOC

NORTHROP GRUMMAN CORP

-23.85%

Shares808

Event2026-06-30

Filed2026-07-14

TIP

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-14

PEP

PEPSICO INC

-2.12%

Shares3.1K

Event2026-06-30

Filed2026-07-14

MCD

MCDONALDS CORP

14.21%

Shares1.6K

Event2026-06-30

Filed2026-07-14

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares779

Event2026-06-30

Filed2026-07-14

KMB

KIMBERLY-CLARK CORP

New

Shares3.7K

Event2026-06-30

Filed2026-07-14

AMGN

AMGEN INC

-7.06%

Shares1.1K

Event2026-06-30

Filed2026-07-14

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-14

DEERE & CO

5.50%

Shares633

Event2026-06-30

Filed2026-07-14

ABT

ABBOTT LABORATORIES

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-14

XLF

SELECT SECTOR SPDR TR

-0.70%

Shares6.6K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

GLD

SPDR GOLD TR

0.00%

Shares973

Event2026-06-30

Filed2026-07-14

FLOT

ISHARES TR

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-14

NUE

NUCOR CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-14

COSTCO WHOLESALE CORPORATION

4.51%

Shares371

Event2026-06-30

Filed2026-07-14

CVX

CHEVRON CORPORATION

-12.96%

Shares1.9K

Event2026-06-30

Filed2026-07-14

ORACLE CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-14

TJX

TJX COS INC NEW

New

Shares1.9K

Event2026-06-30

Filed2026-07-14

VTV

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-14

SPLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-14

SHY

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-14

GEV

GE VERNOVA INC

New

Shares257

Event2026-06-30

Filed2026-07-14

CMI

CUMMINS INC

New

Shares393

Event2026-06-30

Filed2026-07-14

IVOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

DOMINION ENERGY INC

1.71%

Shares3.6K

Event2026-06-30

Filed2026-07-14

MINO

PIMCO ETF TR

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-14

CGMS

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-14

JEPI

J P MORGAN EXCHANGE TRADED F

-12.91%

Shares4.2K

Event2026-06-30

Filed2026-07-14

MGEE

MGE ENERGY INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-14

ETN

EATON CORP PLC

New

Shares565

Event2026-06-30

Filed2026-07-14

NVO

NOVO-NORDISK A S

New

Shares4.6K

Event2026-06-30

Filed2026-07-14

RTX CORPORATION

New

Shares1.1K

Event2026-06-30

Filed2026-07-14

BHP

BHP BILLITON LIMITED

-2.50%

Shares2.7K

Event2026-06-30

Filed2026-07-14

BOEING CO

New

Shares1.0K

Event2026-06-30

Filed2026-07-14

PHILIP MORRIS INTL INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-14

ABBVIE INC

New

Shares852

Event2026-06-30

Filed2026-07-14

BSV

VANGUARD BD INDEX FDS

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-14

NSC

NORFOLK SOUTHN CORP

New

Shares643

Event2026-06-30

Filed2026-07-14

TXN

TEXAS INSTRS INC

New

Shares696

Event2026-06-30

Filed2026-07-14

IWM

ISHARES TR

New

Shares705

Event2026-06-30

Filed2026-07-14

PFE

PFIZER INC

6.69%

Shares8.4K

Event2026-06-30

Filed2026-07-14

JHMM

JOHN HANCOCK EXCHANGE TRADED

New

Shares2.8K

Event2026-06-30

Filed2026-07-14

RIO

RIO TINTO PLC

0.09%

Shares2.2K

Event2026-06-30

Filed2026-07-14

BRCC

BRC INC

0.00%

Shares19.4K

Event2026-06-30

Filed2026-07-14

UPXI

UPEXI INC

59.09%

Shares17.5K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available