Sponsored

The Analysis of WATERSHED PRIVATE WEALTH LLC's Holdings & P&L

Currently, WATERSHED PRIVATE WEALTH LLC holds 120 types of securities in its portfolio with a total value $355.1M. In the most recent quarter, they have increased their positions in VUG (+149.9K shares, valued at $12.9M), N/A (+14.8K shares, valued at $11.1M), N/A (+38.3K shares, valued at $3.8M); decreased their positions in QUAL (-30.5K shares, valued at $6.7M), EFV (-67.1K shares, valued at $5.1M), VTV (-17.2K shares, valued at $3.7M); initiated new positions in MU (+892 shares, valued at $1.0M), NBIS (+2.4K shares, valued at $657.3K), WDC (+734 shares, valued at $468.8K).

1M P&L

+2.1M+0.83%

3M P&L

+10.6M+4.45%

HY P&L

-54.5M-17.89%

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/A185.1M

75.3%

2Semiconductors22.8M

9.3%

3Internet Content & Information7.8M

3.2%

Top Industries by Stock Count

1N/A61 stocks

59.8%

2Semiconductors5 stocks

4.9%

3Internet Content & Information4 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR90.7K shares19.52%2026-06-302026-07-17

NVDA NVIDIA CORPORATION101.7K shares8.31%2026-06-302026-07-17

ISHARES TR ISHARES TR203.5K shares23.18%2026-06-302026-07-17

VUG VANGUARD INDEX FDS182.6K shares458.42%2026-06-302026-07-17

DYNF BLACKROCK ETF TRUST222.5K shares23.33%2026-06-302026-07-17

VTV VANGUARD INDEX FDS57.3K shares-23.08%2026-06-302026-07-17

QQQ INVESCO QQQ TR16.1K shares-9.70%2026-06-302026-07-17

EFG ISHARES TR93.2K shares20.25%2026-06-302026-07-17

Sponsored

VWO VANGUARD INTL EQUITY INDEX F177.5K shares-16.38%2026-06-302026-07-17

EFV ISHARES TR132.0K shares-33.69%2026-06-302026-07-17

DFAT DIMENSIONAL ETF TRUST114.1K shares-2.62%2026-06-302026-07-17

LMUB ISHARES TR120.5K shares-5.17%2026-06-302026-07-17

CAT CATERPILLAR INC5.3K shares-0.38%2026-06-302026-07-17

SHLD GLOBAL X FDS90.3K shares20.44%2026-06-302026-07-17

SPMO INVESCO EXCH TRADED FD TR II31.9K shares-35.56%2026-06-302026-07-17

GOOG ALPHABET INC14.0K shares1.45%2026-06-302026-07-17

Sponsored

GOVT ISHARES TR209.0K shares10.53%2026-06-302026-07-17

MUB ISHARES TR41.8K shares8.00%2026-06-302026-07-17

VTEB VANGUARD MUN BD FDS86.0K shares3.71%2026-06-302026-07-17

VV VANGUARD INDEX FDS12.6K shares0.00%2026-06-302026-07-17

TLH ISHARES TR42.8K shares5.92%2026-06-302026-07-17

BNDX VANGUARD CHARLOTTE FDS87.6K shares8.89%2026-06-302026-07-17

META PLATFORMS INC META PLATFORMS INC7.5K shares1.58%2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.3K shares0.00%2026-06-302026-07-17

Sponsored

AMZN AMAZON COM INC15.8K shares-1.67%2026-06-302026-07-17

XCEM COLUMBIA ETF TR II63.7K shares-7.80%2026-06-302026-07-17

AAPL APPLE INC11.2K shares-29.03%2026-06-302026-07-17

TSLA TESLA INC7.0K shares0.00%2026-06-302026-07-17

QUAL ISHARES TR13.5K shares-69.35%2026-06-302026-07-17

VANGUARD INDEX FDS VANGUARD INDEX FDS7.7K shares0.89%2026-06-302026-07-17

SPDW SPDR INDEX SHS FDS53.8K shares0.00%2026-06-302026-07-17

VEA VANGUARD TAX-MANAGED FDS36.6K shares-20.25%2026-06-302026-07-17

Sponsored

BINC BLACKROCK ETF TRUST II47.5K shares5.08%2026-06-302026-07-17

OEF ISHARES TR6.1K shares-9.53%2026-06-302026-07-17

MBB ISHARES TR23.0K shares2.46%2026-06-302026-07-17

IWF ISHARES TR14.5K shares296.85%2026-06-302026-07-17

DASH DOORDASH INC9.7K shares-31.41%2026-06-302026-07-17

VISA INC VISA INC4.9K shares0.00%2026-06-302026-07-17

VO VANGUARD INDEX FDS20.1K shares277.04%2026-06-302026-07-17

IEMG ISHARES INC18.9K shares1.71%2026-06-302026-07-17

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST17.7K shares-4.97%2026-06-302026-07-17

IJH ISHARES TR19.9K shares-0.25%2026-06-302026-07-17

SHOP SHOPIFY INC13.1K shares0.00%2026-06-302026-07-17

MSFT MICROSOFT CORP3.9K shares-34.31%2026-06-302026-07-17

DFIV DIMENSIONAL ETF TRUST25.1K shares-2.59%2026-06-302026-07-17

ISHARES TR ISHARES TR13.8K shares2.44%2026-06-302026-07-17

SCHF SCHWAB STRATEGIC TR47.9K shares-1.45%2026-06-302026-07-17

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.3K shares3.18%2026-06-302026-07-17

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL2.1K shares-18.31%2026-06-302026-07-17

MU MICRON TECHNOLOGY INC892 sharesnew addition2026-06-302026-07-17

VOO VANGUARD INDEX FDS1.4K shares0.35%2026-06-302026-07-17

IVW ISHARES TR7.0K shares-16.15%2026-06-302026-07-17

SCHE SCHWAB STRATEGIC TR26.6K shares-5.11%2026-06-302026-07-17

SCHG SCHWAB STRATEGIC TR28.0K shares0.00%2026-06-302026-07-17

IBIT ISHARES BITCOIN TRUST ETF28.1K shares5.24%2026-06-302026-07-17

SPMD SPDR SERIES TRUST13.6K shares-0.42%2026-06-302026-07-17

Sponsored

ITOT ISHARES TR5.4K shares-11.41%2026-06-302026-07-17

LRCX LAM RESEARCH CORP2.0K shares-65.19%2026-06-302026-07-17

ROK ROCKWELL AUTOMATION INC1.7K shares0.00%2026-06-302026-07-17

IXC ISHARES TR15.8K shares-6.56%2026-06-302026-07-17

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares-12.08%2026-06-302026-07-17

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.3K shares-32.85%2026-06-302026-07-17

ANET ARISTA NETWORKS INC4.3K shares-0.23%2026-06-302026-07-17

EMXC ISHARES INC6.9K shares-18.87%2026-06-302026-07-17

Sponsored

BMO BANK MONTREAL MEDIUM4.0K shares0.00%2026-06-302026-07-17

IXUS ISHARES TR7.2K shares12.39%2026-06-302026-07-17

ORACLE CORP ORACLE CORP4.6K shares162.35%2026-06-302026-07-17

SCHM SCHWAB STRATEGIC TR18.0K shares-6.50%2026-06-302026-07-17

SPEM SPDR INDEX SHS FDS12.7K shares-19.09%2026-06-302026-07-17

NBIS NEBIUS GROUP N.V.2.4K sharesnew addition2026-06-302026-07-17

HYDB ISHARES TR14.0K shares-0.36%2026-06-302026-07-17

IVE ISHARES TR2.8K shares-24.52%2026-06-302026-07-17

Sponsored

ETHA ISHARES ETHEREUM TR52.8K shares55.64%2026-06-302026-07-17

BROADCOM INC BROADCOM INC1.7K shares-48.42%2026-06-302026-07-17

DFAS DIMENSIONAL ETF TRUST7.5K shares-16.04%2026-06-302026-07-17

LMND LEMONADE INC9.2K shares0.00%2026-06-302026-07-17

SCHX SCHWAB STRATEGIC TR20.1K shares-36.82%2026-06-302026-07-17

IEUR ISHARES TR7.8K shares0.00%2026-06-302026-07-17

NETFLIX INC. NETFLIX INC.7.9K shares32.05%2026-06-302026-07-17

SCHH SCHWAB STRATEGIC TR23.4K shares0.00%2026-06-302026-07-17

Sponsored

DGS WISDOMTREE TR8.4K shares0.00%2026-06-302026-07-17

WMT WALMART INC4.8K shares-20.57%2026-06-302026-07-17

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.3K shares-4.34%2026-06-302026-07-17

TT TRANE TECHNOLOGIES PLC1.0K shares0.00%2026-06-302026-07-17

MDY STATE STR SPDR S&P MIDCAP 40699 shares0.00%2026-06-302026-07-17

GOOGL ALPHABET INC1.3K shares-59.69%2026-06-302026-07-17

WDC WESTERN DIGITAL CORP734 sharesnew addition2026-06-302026-07-17

IJR ISHARES TR3.0K shares0.00%2026-06-302026-07-17

Sponsored

ABBVIE INC ABBVIE INC1.7K shares0.00%2026-06-302026-07-17

VRT VERTIV HOLDINGS CO1.2K shares0.00%2026-06-302026-07-17

ABNB AIRBNB INC2.8K sharesnew addition2026-06-302026-07-17

PANW PALO ALTO NETWORKS INC1.2K sharesnew addition2026-06-302026-07-17

ASML ASML HLDG NV200 shares0.00%2026-06-302026-07-17

NVS NOVARTIS AG2.5K shares0.00%2026-06-302026-07-17

IDEV ISHARES TR4.3K shares0.00%2026-06-302026-07-17

COIN COINBASE GLOBAL INC2.5K shares19.06%2026-06-302026-07-17

Sponsored

INTC INTEL CORP2.5K sharesnew addition2026-06-302026-07-17

BMNR BITMINE IMMERSION TECHS INC26.2K sharesnew addition2026-06-302026-07-17

IWD ISHARES TR1.4K shares0.00%2026-06-302026-07-17

ISRG INTUITIVE SURGICAL INC859 sharesnew addition2026-06-302026-07-17

EFA ISHARES TR3.2K shares0.00%2026-06-302026-07-17

QQQM INVESCO EXCH TRADED FD TR II1.1K sharesnew addition2026-06-302026-07-17

CRWV COREWEAVE INC3.2K shares18.52%2026-06-302026-07-17

XLE SELECT SECTOR SPDR TR5.9K shares0.00%2026-06-302026-07-17

Sponsored

SYSB ISHARES TR3.5K shares9.03%2026-06-302026-07-17

AMD ADVANCED MICRO DEVICES INC503 sharesnew addition2026-06-302026-07-17

VLUE ISHARES TR1.4K sharesnew addition2026-06-302026-07-17

TLT ISHARES TR3.3K shares0.00%2026-06-302026-07-17

RTX CORPORATION RTX CORPORATION1.5K shares-13.74%2026-06-302026-07-17

ETN EATON CORP PLC648 shares0.00%2026-06-302026-07-17

MS MORGAN STANLEY1.3K sharesnew addition2026-06-302026-07-17

HD HOME DEPOT INC759 shares-34.34%2026-06-302026-07-17

Sponsored

JNJ JOHNSON & JOHNSON1.0K shares-37.04%2026-06-302026-07-17

WFC WELLS FARGO & CO3.1K shares0.00%2026-06-302026-07-17

LLY ELI LILLY & CO209 sharesnew addition2026-06-302026-07-17

MCD MCDONALDS CORP917 shares-22.35%2026-06-302026-07-17

IEV ISHARES TR3.3K shares-1.31%2026-06-302026-07-17

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC578 sharesnew addition2026-06-302026-07-17

MASTERCARD INCORPORATED MASTERCARD INCORPORATED455 shares-42.26%2026-06-302026-07-17

UBER UBER TECHNOLOGIES INC3.0K shares0.00%2026-06-302026-07-17

Sponsored

ISHARES TR

19.52%

Shares90.7K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

8.31%

Shares101.7K

Event2026-06-30

Filed2026-07-17

ISHARES TR

23.18%

Shares203.5K

Event2026-06-30

Filed2026-07-17

VUG

VANGUARD INDEX FDS

458.42%

Shares182.6K

Event2026-06-30

Filed2026-07-17

DYNF

BLACKROCK ETF TRUST

23.33%

Shares222.5K

Event2026-06-30

Filed2026-07-17

VTV

VANGUARD INDEX FDS

-23.08%

Shares57.3K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

-9.70%

Shares16.1K

Event2026-06-30

Filed2026-07-17

EFG

ISHARES TR

20.25%

Shares93.2K

Event2026-06-30

Filed2026-07-17

VWO

VANGUARD INTL EQUITY INDEX F

-16.38%

Shares177.5K

Event2026-06-30

Filed2026-07-17

EFV

ISHARES TR

-33.69%

Shares132.0K

Event2026-06-30

Filed2026-07-17

DFAT

DIMENSIONAL ETF TRUST

-2.62%

Shares114.1K

Event2026-06-30

Filed2026-07-17

LMUB

ISHARES TR

-5.17%

Shares120.5K

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC

-0.38%

Shares5.3K

Event2026-06-30

Filed2026-07-17

SHLD

GLOBAL X FDS

20.44%

Shares90.3K

Event2026-06-30

Filed2026-07-17

SPMO

INVESCO EXCH TRADED FD TR II

-35.56%

Shares31.9K

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC

1.45%

Shares14.0K

Event2026-06-30

Filed2026-07-17

GOVT

ISHARES TR

10.53%

Shares209.0K

Event2026-06-30

Filed2026-07-17

MUB

ISHARES TR

8.00%

Shares41.8K

Event2026-06-30

Filed2026-07-17

VTEB

VANGUARD MUN BD FDS

3.71%

Shares86.0K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-17

TLH

ISHARES TR

5.92%

Shares42.8K

Event2026-06-30

Filed2026-07-17

BNDX

VANGUARD CHARLOTTE FDS

8.89%

Shares87.6K

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC

1.58%

Shares7.5K

Event2026-06-30

Filed2026-07-17

STATE STR SPDR S&P 500 ETF T

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

-1.67%

Shares15.8K

Event2026-06-30

Filed2026-07-17

XCEM

COLUMBIA ETF TR II

-7.80%

Shares63.7K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

-29.03%

Shares11.2K

Event2026-06-30

Filed2026-07-17

TSLA

TESLA INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-17

QUAL

ISHARES TR

-69.35%

Shares13.5K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

0.89%

Shares7.7K

Event2026-06-30

Filed2026-07-17

SPDW

SPDR INDEX SHS FDS

0.00%

Shares53.8K

Event2026-06-30

Filed2026-07-17

VEA

VANGUARD TAX-MANAGED FDS

-20.25%

Shares36.6K

Event2026-06-30

Filed2026-07-17

BINC

BLACKROCK ETF TRUST II

5.08%

Shares47.5K

Event2026-06-30

Filed2026-07-17

OEF

ISHARES TR

-9.53%

Shares6.1K

Event2026-06-30

Filed2026-07-17

MBB

ISHARES TR

2.46%

Shares23.0K

Event2026-06-30

Filed2026-07-17

IWF

ISHARES TR

296.85%

Shares14.5K

Event2026-06-30

Filed2026-07-17

DASH

DOORDASH INC

-31.41%

Shares9.7K

Event2026-06-30

Filed2026-07-17

VISA INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

277.04%

Shares20.1K

Event2026-06-30

Filed2026-07-17

IEMG

ISHARES INC

1.71%

Shares18.9K

Event2026-06-30

Filed2026-07-17

SPDR SERIES TRUST

-4.97%

Shares17.7K

Event2026-06-30

Filed2026-07-17

IJH

ISHARES TR

-0.25%

Shares19.9K

Event2026-06-30

Filed2026-07-17

SHOP

SHOPIFY INC

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

-34.31%

Shares3.9K

Event2026-06-30

Filed2026-07-17

DFIV

DIMENSIONAL ETF TRUST

-2.59%

Shares25.1K

Event2026-06-30

Filed2026-07-17

ISHARES TR

2.44%

Shares13.8K

Event2026-06-30

Filed2026-07-17

SCHF

SCHWAB STRATEGIC TR

-1.45%

Shares47.9K

Event2026-06-30

Filed2026-07-17

COSTCO WHOLESALE CORPORATION

3.18%

Shares1.3K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL

-18.31%

Shares2.1K

Event2026-06-30

Filed2026-07-17

MICRON TECHNOLOGY INC

New

Shares892

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD INDEX FDS

0.35%

Shares1.4K

Event2026-06-30

Filed2026-07-17

IVW

ISHARES TR

-16.15%

Shares7.0K

Event2026-06-30

Filed2026-07-17

SCHE

SCHWAB STRATEGIC TR

-5.11%

Shares26.6K

Event2026-06-30

Filed2026-07-17

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares28.0K

Event2026-06-30

Filed2026-07-17

IBIT

ISHARES BITCOIN TRUST ETF

5.24%

Shares28.1K

Event2026-06-30

Filed2026-07-17

SPMD

SPDR SERIES TRUST

-0.42%

Shares13.6K

Event2026-06-30

Filed2026-07-17

ITOT

ISHARES TR

-11.41%

Shares5.4K

Event2026-06-30

Filed2026-07-17

LRCX

LAM RESEARCH CORP

-65.19%

Shares2.0K

Event2026-06-30

Filed2026-07-17

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-17

IXC

ISHARES TR

-6.56%

Shares15.8K

Event2026-06-30

Filed2026-07-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-12.08%

Shares1.6K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

-32.85%

Shares2.3K

Event2026-06-30

Filed2026-07-17

ANET

ARISTA NETWORKS INC

-0.23%

Shares4.3K

Event2026-06-30

Filed2026-07-17

EMXC

ISHARES INC

-18.87%

Shares6.9K

Event2026-06-30

Filed2026-07-17

BMO

BANK MONTREAL MEDIUM

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-17

IXUS

ISHARES TR

12.39%

Shares7.2K

Event2026-06-30

Filed2026-07-17

ORACLE CORP

162.35%

Shares4.6K

Event2026-06-30

Filed2026-07-17

SCHM

SCHWAB STRATEGIC TR

-6.50%

Shares18.0K

Event2026-06-30

Filed2026-07-17

SPEM

SPDR INDEX SHS FDS

-19.09%

Shares12.7K

Event2026-06-30

Filed2026-07-17

NBIS

NEBIUS GROUP N.V.

New

Shares2.4K

Event2026-06-30

Filed2026-07-17

HYDB

ISHARES TR

-0.36%

Shares14.0K

Event2026-06-30

Filed2026-07-17

IVE

ISHARES TR

-24.52%

Shares2.8K

Event2026-06-30

Filed2026-07-17

ETHA

ISHARES ETHEREUM TR

55.64%

Shares52.8K

Event2026-06-30

Filed2026-07-17

BROADCOM INC

-48.42%

Shares1.7K

Event2026-06-30

Filed2026-07-17

DFAS

DIMENSIONAL ETF TRUST

-16.04%

Shares7.5K

Event2026-06-30

Filed2026-07-17

LMND

LEMONADE INC

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-17

SCHX

SCHWAB STRATEGIC TR

-36.82%

Shares20.1K

Event2026-06-30

Filed2026-07-17

IEUR

ISHARES TR

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-17

NETFLIX INC.

32.05%

Shares7.9K

Event2026-06-30

Filed2026-07-17

SCHH

SCHWAB STRATEGIC TR

0.00%

Shares23.4K

Event2026-06-30

Filed2026-07-17

DGS

WISDOMTREE TR

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC

-20.57%

Shares4.8K

Event2026-06-30

Filed2026-07-17

PALANTIR TECHNOLOGIES INC

-4.34%

Shares4.3K

Event2026-06-30

Filed2026-07-17

TRANE TECHNOLOGIES PLC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-17

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares699

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

-59.69%

Shares1.3K

Event2026-06-30

Filed2026-07-17

WDC

WESTERN DIGITAL CORP

New

Shares734

Event2026-06-30

Filed2026-07-17

IJR

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-17

ABBVIE INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-17

VRT

VERTIV HOLDINGS CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-17

ABNB

AIRBNB INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-17

PANW

PALO ALTO NETWORKS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-17

ASML

ASML HLDG NV

0.00%

Shares200

Event2026-06-30

Filed2026-07-17

NVS

NOVARTIS AG

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-17

IDEV

ISHARES TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-17

COIN

COINBASE GLOBAL INC

19.06%

Shares2.5K

Event2026-06-30

Filed2026-07-17

INTC

INTEL CORP

New

Shares2.5K

Event2026-06-30

Filed2026-07-17

BMNR

BITMINE IMMERSION TECHS INC

New

Shares26.2K

Event2026-06-30

Filed2026-07-17

IWD

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-17

ISRG

INTUITIVE SURGICAL INC

New

Shares859

Event2026-06-30

Filed2026-07-17

EFA

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-17

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

CRWV

COREWEAVE INC

18.52%

Shares3.2K

Event2026-06-30

Filed2026-07-17

XLE

SELECT SECTOR SPDR TR

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-17

SYSB

ISHARES TR

9.03%

Shares3.5K

Event2026-06-30

Filed2026-07-17

AMD

ADVANCED MICRO DEVICES INC

New

Shares503

Event2026-06-30

Filed2026-07-17

VLUE

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-17

TLT

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-17

RTX CORPORATION

-13.74%

Shares1.5K

Event2026-06-30

Filed2026-07-17

ETN

EATON CORP PLC

0.00%

Shares648

Event2026-06-30

Filed2026-07-17

MORGAN STANLEY

New

Shares1.3K

Event2026-06-30

Filed2026-07-17

HOME DEPOT INC

-34.34%

Shares759

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON

-37.04%

Shares1.0K

Event2026-06-30

Filed2026-07-17

WFC

WELLS FARGO & CO

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO

New

Shares209

Event2026-06-30

Filed2026-07-17

MCD

MCDONALDS CORP

-22.35%

Shares917

Event2026-06-30

Filed2026-07-17

IEV

ISHARES TR

-1.31%

Shares3.3K

Event2026-06-30

Filed2026-07-17

UNITEDHEALTH GROUP INC

New

Shares578

Event2026-06-30

Filed2026-07-17

MASTERCARD INCORPORATED

-42.26%

Shares455

Event2026-06-30

Filed2026-07-17

UBER

UBER TECHNOLOGIES INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available