Sponsored

The Analysis of Advocacy Wealth Management, LLC's Holdings & P&L

Currently, Advocacy Wealth Management, LLC holds 151 types of securities in its portfolio with a total value $2.8B. In the most recent quarter, they have increased their positions in N/A (+1.8M shares, valued at $157.6M), EMXC (+682.2K shares, valued at $69.8M), CORO (+1.9M shares, valued at $69.1M); decreased their positions in QUAL (-396.0K shares, valued at $86.9M), SPTL (-2.4M shares, valued at $62.0M), SPEM (-1.0M shares, valued at $53.1M); initiated new positions in CORO (+1.9M shares, valued at $69.1M), FENI (+1.7M shares, valued at $69.0M), N/A (+2.1M shares, valued at $59.4M).

1M P&L

+71.3M+3.54%

3M P&L

+23.3M+1.13%

HY P&L

+113.4M+5.75%

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/A1.7B

81.0%

2Medical Devices43.9M

2.1%

3Software - Infrastructure32.1M

1.5%

Top Industries by Stock Count

1N/A60 stocks

47.2%

2Medical Devices5 stocks

3.9%

3Semiconductors5 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST5.8M shares45.02%2026-06-302026-07-29

EMXC ISHARES INC1.2M shares132.06%2026-06-302026-07-29

SPDW SPDR INDEX SHS FDS2.3M shares9.25%2026-06-302026-07-29

IVW ISHARES TR807.4K shares-2.57%2026-06-302026-07-29

PYLD PIMCO ETF TR4.0M shares2.96%2026-06-302026-07-29

LDUR PIMCO ETF TR1.1M shares3.19%2026-06-302026-07-29

DYNF BLACKROCK ETF TRUST1.5M shares-1.44%2026-06-302026-07-29

IVE ISHARES TR424.5K shares-16.86%2026-06-302026-07-29

Sponsored

BAI BLACKROCK ETF TRUST1.4M shares-15.97%2026-06-302026-07-29

CORO BLACKROCK ETF TRUST1.9M sharesnew addition2026-06-302026-07-29

FENI FIDELITY COVINGTON TRUST1.7M sharesnew addition2026-06-302026-07-29

SCHM SCHWAB STRATEGIC TR1.7M shares8.49%2026-06-302026-07-29

BLACKROCK ETF TRUST BLACKROCK ETF TRUST2.1M sharesnew addition2026-06-302026-07-29

CLOA BLACKROCK ETF TRUST II1.1M shares4.38%2026-06-302026-07-29

PMBS PIMCO ETF TR1.1M shares2.93%2026-06-302026-07-29

DMBS DOUBLELINE ETF TRUST1.1M shares3.48%2026-06-302026-07-29

Sponsored

BOND PIMCO ETF TR569.0K shares4.27%2026-06-302026-07-29

MTUM ISHARES TR150.7K shares-25.20%2026-06-302026-07-29

IUSB ISHARES TR1.1M shares168.29%2026-06-302026-07-29

SPTL SPDR SERIES TRUST1.6M shares-59.41%2026-06-302026-07-29

SHLD GLOBAL X FDS587.5K shares25.10%2026-06-302026-07-29

FSMD FIDELITY COVINGTON TRUST616.6K shares8.38%2026-06-302026-07-29

THRO BLACKROCK ETF TRUST747.7K shares-38.65%2026-06-302026-07-29

GOOGL ALPHABET INC81.0K shares-0.51%2026-06-302026-07-29

Sponsored

RSP INVESCO EXCHANGE TRADED FD T128.4K shares4.07%2026-06-302026-07-29

LLY ELI LILLY & CO21.9K shares-0.87%2026-06-302026-07-29

BINC BLACKROCK ETF TRUST II465.9K shares2664.13%2026-06-302026-07-29

NVDA NVIDIA CORPORATION120.4K shares1.73%2026-06-302026-07-29

BNDX VANGUARD CHARLOTTE FDS491.7K shares9.86%2026-06-302026-07-29

AMZN AMAZON COM INC98.1K shares-0.40%2026-06-302026-07-29

MBB ISHARES TR238.4K shares4.12%2026-06-302026-07-29

MSFT MICROSOFT CORP51.3K shares0.65%2026-06-302026-07-29

Sponsored

VRT VERTIV HOLDINGS CO56.0K shares-0.92%2026-06-302026-07-29

VISA INC VISA INC53.3K shares-0.77%2026-06-302026-07-29

ANET ARISTA NETWORKS INC105.7K shares-1.33%2026-06-302026-07-29

AAPL APPLE INC59.5K shares1.65%2026-06-302026-07-29

UBER UBER TECHNOLOGIES INC233.2K shares24.53%2026-06-302026-07-29

EW EDWARDS LIFESCIENCES CORP175.0K shares-1.80%2026-06-302026-07-29

KO COCA COLA CO189.9K shares0.85%2026-06-302026-07-29

SYK STRYKER CORPORATION48.6K shares24.43%2026-06-302026-07-29

Sponsored

IAU ISHARES GOLD TR197.7K shares6.64%2026-06-302026-07-29

TTWO TAKE-TWO INTERACTIVE SOFTWAR57.3K shares-1.64%2026-06-302026-07-29

S&P GLOBAL INC S&P GLOBAL INC34.3K shares-2.06%2026-06-302026-07-29

SCHW SCHWAB CHARLES CORP147.4K shares-3.13%2026-06-302026-07-29

APH AMPHENOL CORP72.0K shares-3.16%2026-06-302026-07-29

ASML ASML HLDG NV5.8K shares-32.70%2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.156.6K shares-1.79%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC32.7K shares-60.16%2026-06-302026-07-29

Sponsored

ABT ABBOTT LABORATORIES115.9K shares-6.50%2026-06-302026-07-29

SERVICENOW INC SERVICENOW INC105.6K shares-13.96%2026-06-302026-07-29

ETN EATON CORP PLC24.3K sharesnew addition2026-06-302026-07-29

WTAI WISDOMTREE TR198.5K shares-12.57%2026-06-302026-07-29

ISHARES TR ISHARES TR97.5K shares4.68%2026-06-302026-07-29

ICE INTERCONTINENTAL EXCHANGE IN75.5K shares-1.91%2026-06-302026-07-29

VTV VANGUARD INDEX FDS38.5K shares37.92%2026-06-302026-07-29

ALC ALCON AG123.7K shares98.78%2026-06-302026-07-29

Sponsored

INTU INTUIT31.5K shares-11.19%2026-06-302026-07-29

LOW LOWES COS INC33.7K shares-31.38%2026-06-302026-07-29

CHD CHURCH & DWIGHT CO INC59.9K shares2.18%2026-06-302026-07-29

SPTM SPDR SERIES TRUST62.5K shares0.00%2026-06-302026-07-29

AQLT ISHARES TR179.1K shares25.02%2026-06-302026-07-29

SPUS TIDAL TRUST I94.2K shares26.22%2026-06-302026-07-29

GSY INVESCO ACTIVELY MANAGED EXC101.9K shares-6.32%2026-06-302026-07-29

MINT PIMCO ETF TR50.5K shares-6.79%2026-06-302026-07-29

Sponsored

JPST J P MORGAN EXCHANGE TRADED F100.6K shares-6.64%2026-06-302026-07-29

FLOT ISHARES TR98.6K shares-13.13%2026-06-302026-07-29

VIK VIKING HOLDINGS LTD44.8K sharesnew addition2026-06-302026-07-29

ICSH ISHARES TR92.1K shares-6.63%2026-06-302026-07-29

KBWB INVESCO EXCH TRADED FD TR II42.9K shares10.45%2026-06-302026-07-29

OMFL INVESCO EXCH TRD SLF IDX FD55.0K shares11.64%2026-06-302026-07-29

SPSK TIDAL TRUST I201.5K shares69.48%2026-06-302026-07-29

SPWO SP FUNDS TRUST94.5K shares23.04%2026-06-302026-07-29

Sponsored

GVI ISHARES TR26.5K shares-0.05%2026-06-302026-07-29

IWD ISHARES TR11.2K shares0.00%2026-06-302026-07-29

IGV ISHARES TR29.1K sharesnew addition2026-06-302026-07-29

VOO VANGUARD INDEX FDS3.4K shares-6.20%2026-06-302026-07-29

EWG ISHARES INC47.1K shares2.90%2026-06-302026-07-29

IEMG ISHARES INC23.5K shares12.94%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC3.4K shares7.81%2026-06-302026-07-29

ISHARES TR ISHARES TR17.8K shares50.44%2026-06-302026-07-29

Sponsored

MNST MONSTER BEVERAGE CORP NEW17.6K shares0.77%2026-06-302026-07-29

SNOWFLAKE INC SNOWFLAKE INC6.6K sharesnew addition2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.6K shares5.33%2026-06-302026-07-29

ISHARES TR ISHARES TR1.9K shares6.37%2026-06-302026-07-29

RJF RAYMOND JAMES FINL INC9.3K shares-0.06%2026-06-302026-07-29

GOOG ALPHABET INC3.9K shares1.30%2026-06-302026-07-29

SCHV SCHWAB STRATEGIC TR38.9K shares-0.06%2026-06-302026-07-29

QUAL ISHARES TR6.2K shares-98.47%2026-06-302026-07-29

Sponsored

AME AMETEK INC5.4K shares0.97%2026-06-302026-07-29

EFA ISHARES TR12.3K shares0.00%2026-06-302026-07-29

MSCI MSCI INC2.3K shares33.65%2026-06-302026-07-29

BIRK BIRKENSTOCK HOLDING PLC28.6K shares-0.15%2026-06-302026-07-29

HD HOME DEPOT INC3.5K shares8.34%2026-06-302026-07-29

GLW CORNING INC4.7K shares-36.26%2026-06-302026-07-29

DASH DOORDASH INC6.5K shares47.27%2026-06-302026-07-29

TEL TE CONNECTIVITY PLC5.7K shares0.98%2026-06-302026-07-29

Sponsored

CPAY CORPAY INC3.4K shares0.47%2026-06-302026-07-29

STE STERIS PLC5.4K shares48.11%2026-06-302026-07-29

GMED GLOBUS MED INC13.8K shares-0.17%2026-06-302026-07-29

TEAM ATLASSIAN CORPORATION14.0K shares0.03%2026-06-302026-07-29

DEXCOM INC DEXCOM INC15.7K shares-0.05%2026-06-302026-07-29

LABCORP HOLDINGS INC LABCORP HOLDINGS INC3.8K shares-1.44%2026-06-302026-07-29

EFG ISHARES TR7.9K shares-8.05%2026-06-302026-07-29

ABBVIE INC ABBVIE INC3.8K shares3.90%2026-06-302026-07-29

Sponsored

TJX TJX COS INC NEW6.1K shares-4.27%2026-06-302026-07-29

SCHG SCHWAB STRATEGIC TR27.1K shares-0.06%2026-06-302026-07-29

TER TERADYNE INC1.9K shares-35.23%2026-06-302026-07-29

TRU TRANSUNION12.5K shares-0.14%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC7.3K shares2.87%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON3.2K shares10.00%2026-06-302026-07-29

JBHT HUNT J B TRANS SVCS INC2.8K shares-63.24%2026-06-302026-07-29

DGRO ISHARES TR10.5K shares-2.05%2026-06-302026-07-29

Sponsored

APTIV PLC APTIV PLC12.6K shares0.75%2026-06-302026-07-29

BR BROADRIDGE FINL SOLUTIONS IN5.6K shares-2.34%2026-06-302026-07-29

VUG VANGUARD INDEX FDS8.8K shares176.35%2026-06-302026-07-29

TFC TRUIST FINL CORP15.1K shares2.34%2026-06-302026-07-29

MRVL MARVELL TECHNOLOGY INC2.5K shares-83.78%2026-06-302026-07-29

EEFT EURONET WORLDWIDE INC9.2K shares-0.17%2026-06-302026-07-29

CPRT COPART INC23.2K shares-0.15%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T852 shares-0.12%2026-06-302026-07-29

Sponsored

ALPS ETF TR ALPS ETF TR12.2K shares6.06%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC1.1K sharesnew addition2026-06-302026-07-29

IWS ISHARES TR3.7K shares0.00%2026-06-302026-07-29

PG PROCTER & GAMBLE CO4.0K shares11.96%2026-06-302026-07-29

CELH CELSIUS HLDGS INC20.0K sharesnew addition2026-06-302026-07-29

BROADCOM INC BROADCOM INC1.5K sharesnew addition2026-06-302026-07-29

ORACLE CORP ORACLE CORP3.7K shares9.45%2026-06-302026-07-29

GPN GLOBAL PMTS INC7.4K shares0.77%2026-06-302026-07-29

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP3.8K shares23.44%2026-06-302026-07-29

UTWY RBB FD INC11.8K sharesnew addition2026-06-302026-07-29

QCOM QUALCOMM INC2.7K shares6.92%2026-06-302026-07-29

WMT WALMART INC4.2K shares5.53%2026-06-302026-07-29

TFLO ISHARES TR9.4K shares-2.44%2026-06-302026-07-29

COR CENCORA INC1.7K shares3.30%2026-06-302026-07-29

PEP PEPSICO INC3.3K shares6.38%2026-06-302026-07-29

MCD MCDONALDS CORP1.5K shares-6.05%2026-06-302026-07-29

Sponsored

EA ELECTRONIC ARTS INC2.0K shares2.03%2026-06-302026-07-29

SPEM SPDR INDEX SHS FDS7.7K shares-99.26%2026-06-302026-07-29

CMG CHIPOTLE MEXICAN GRILL INC10.8K sharesnew addition2026-06-302026-07-29

MTBA SIMPLIFY EXCHANGE TRADED FUN7.5K shares-1.47%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC297 sharesnew addition2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.0K shares20.54%2026-06-302026-07-29

VBR VANGUARD INDEX FDS1.3K shares0.00%2026-06-302026-07-29

TSLA TESLA INC716 sharesnew addition2026-06-302026-07-29

Sponsored

CVX CHEVRON CORPORATION1.7K shares9.80%2026-06-302026-07-29

CL COLGATE PALMOLIVE CO2.8K shares7.73%2026-06-302026-07-29

MDLZ MONDELEZ INTL INC4.3K shares7.12%2026-06-302026-07-29

VONV VANGUARD SCOTTSDALE FDS2.3K shares-5.28%2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED457 sharesnew addition2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL469 sharesnew addition2026-06-302026-07-29

MRK MERCK & CO INC1.7K sharesnew addition2026-06-302026-07-29

SPDR SERIES TRUST

45.02%

Shares5.8M

Event2026-06-30

Filed2026-07-29

EMXC

ISHARES INC

132.06%

Shares1.2M

Event2026-06-30

Filed2026-07-29

SPDW

SPDR INDEX SHS FDS

9.25%

Shares2.3M

Event2026-06-30

Filed2026-07-29

IVW

ISHARES TR

-2.57%

Shares807.4K

Event2026-06-30

Filed2026-07-29

PYLD

PIMCO ETF TR

2.96%

Shares4.0M

Event2026-06-30

Filed2026-07-29

LDUR

PIMCO ETF TR

3.19%

Shares1.1M

Event2026-06-30

Filed2026-07-29

DYNF

BLACKROCK ETF TRUST

-1.44%

Shares1.5M

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR

-16.86%

Shares424.5K

Event2026-06-30

Filed2026-07-29

BAI

BLACKROCK ETF TRUST

-15.97%

Shares1.4M

Event2026-06-30

Filed2026-07-29

CORO

BLACKROCK ETF TRUST

New

Shares1.9M

Event2026-06-30

Filed2026-07-29

FENI

FIDELITY COVINGTON TRUST

New

Shares1.7M

Event2026-06-30

Filed2026-07-29

SCHM

SCHWAB STRATEGIC TR

8.49%

Shares1.7M

Event2026-06-30

Filed2026-07-29

BLACKROCK ETF TRUST

New

Shares2.1M

Event2026-06-30

Filed2026-07-29

CLOA

BLACKROCK ETF TRUST II

4.38%

Shares1.1M

Event2026-06-30

Filed2026-07-29

PMBS

PIMCO ETF TR

2.93%

Shares1.1M

Event2026-06-30

Filed2026-07-29

DMBS

DOUBLELINE ETF TRUST

3.48%

Shares1.1M

Event2026-06-30

Filed2026-07-29

BOND

PIMCO ETF TR

4.27%

Shares569.0K

Event2026-06-30

Filed2026-07-29

MTUM

ISHARES TR

-25.20%

Shares150.7K

Event2026-06-30

Filed2026-07-29

IUSB

ISHARES TR

168.29%

Shares1.1M

Event2026-06-30

Filed2026-07-29

SPTL

SPDR SERIES TRUST

-59.41%

Shares1.6M

Event2026-06-30

Filed2026-07-29

SHLD

GLOBAL X FDS

25.10%

Shares587.5K

Event2026-06-30

Filed2026-07-29

FSMD

FIDELITY COVINGTON TRUST

8.38%

Shares616.6K

Event2026-06-30

Filed2026-07-29

THRO

BLACKROCK ETF TRUST

-38.65%

Shares747.7K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

-0.51%

Shares81.0K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

4.07%

Shares128.4K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

-0.87%

Shares21.9K

Event2026-06-30

Filed2026-07-29

BINC

BLACKROCK ETF TRUST II

2664.13%

Shares465.9K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

1.73%

Shares120.4K

Event2026-06-30

Filed2026-07-29

BNDX

VANGUARD CHARLOTTE FDS

9.86%

Shares491.7K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

-0.40%

Shares98.1K

Event2026-06-30

Filed2026-07-29

MBB

ISHARES TR

4.12%

Shares238.4K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

0.65%

Shares51.3K

Event2026-06-30

Filed2026-07-29

VRT

VERTIV HOLDINGS CO

-0.92%

Shares56.0K

Event2026-06-30

Filed2026-07-29

VISA INC

-0.77%

Shares53.3K

Event2026-06-30

Filed2026-07-29

ANET

ARISTA NETWORKS INC

-1.33%

Shares105.7K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

1.65%

Shares59.5K

Event2026-06-30

Filed2026-07-29

UBER

UBER TECHNOLOGIES INC

24.53%

Shares233.2K

Event2026-06-30

Filed2026-07-29

EDWARDS LIFESCIENCES CORP

-1.80%

Shares175.0K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

0.85%

Shares189.9K

Event2026-06-30

Filed2026-07-29

SYK

STRYKER CORPORATION

24.43%

Shares48.6K

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TR

6.64%

Shares197.7K

Event2026-06-30

Filed2026-07-29

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

-1.64%

Shares57.3K

Event2026-06-30

Filed2026-07-29

S&P GLOBAL INC

-2.06%

Shares34.3K

Event2026-06-30

Filed2026-07-29

SCHW

SCHWAB CHARLES CORP

-3.13%

Shares147.4K

Event2026-06-30

Filed2026-07-29

APH

AMPHENOL CORP

-3.16%

Shares72.0K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV

-32.70%

Shares5.8K

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

-1.79%

Shares156.6K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

-60.16%

Shares32.7K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

-6.50%

Shares115.9K

Event2026-06-30

Filed2026-07-29

SERVICENOW INC

-13.96%

Shares105.6K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

New

Shares24.3K

Event2026-06-30

Filed2026-07-29

WTAI

WISDOMTREE TR

-12.57%

Shares198.5K

Event2026-06-30

Filed2026-07-29

ISHARES TR

4.68%

Shares97.5K

Event2026-06-30

Filed2026-07-29

ICE

INTERCONTINENTAL EXCHANGE IN

-1.91%

Shares75.5K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

37.92%

Shares38.5K

Event2026-06-30

Filed2026-07-29

ALC

ALCON AG

98.78%

Shares123.7K

Event2026-06-30

Filed2026-07-29

INTU

INTUIT

-11.19%

Shares31.5K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

-31.38%

Shares33.7K

Event2026-06-30

Filed2026-07-29

CHD

CHURCH & DWIGHT CO INC

2.18%

Shares59.9K

Event2026-06-30

Filed2026-07-29

SPTM

SPDR SERIES TRUST

0.00%

Shares62.5K

Event2026-06-30

Filed2026-07-29

AQLT

ISHARES TR

25.02%

Shares179.1K

Event2026-06-30

Filed2026-07-29

SPUS

TIDAL TRUST I

26.22%

Shares94.2K

Event2026-06-30

Filed2026-07-29

GSY

INVESCO ACTIVELY MANAGED EXC

-6.32%

Shares101.9K

Event2026-06-30

Filed2026-07-29

MINT

PIMCO ETF TR

-6.79%

Shares50.5K

Event2026-06-30

Filed2026-07-29

JPST

J P MORGAN EXCHANGE TRADED F

-6.64%

Shares100.6K

Event2026-06-30

Filed2026-07-29

FLOT

ISHARES TR

-13.13%

Shares98.6K

Event2026-06-30

Filed2026-07-29

VIK

VIKING HOLDINGS LTD

New

Shares44.8K

Event2026-06-30

Filed2026-07-29

ICSH

ISHARES TR

-6.63%

Shares92.1K

Event2026-06-30

Filed2026-07-29

KBWB

INVESCO EXCH TRADED FD TR II

10.45%

Shares42.9K

Event2026-06-30

Filed2026-07-29

OMFL

INVESCO EXCH TRD SLF IDX FD

11.64%

Shares55.0K

Event2026-06-30

Filed2026-07-29

SPSK

TIDAL TRUST I

69.48%

Shares201.5K

Event2026-06-30

Filed2026-07-29

SPWO

SP FUNDS TRUST

23.04%

Shares94.5K

Event2026-06-30

Filed2026-07-29

GVI

ISHARES TR

-0.05%

Shares26.5K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-29

IGV

ISHARES TR

New

Shares29.1K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

-6.20%

Shares3.4K

Event2026-06-30

Filed2026-07-29

EWG

ISHARES INC

2.90%

Shares47.1K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

12.94%

Shares23.5K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

7.81%

Shares3.4K

Event2026-06-30

Filed2026-07-29

ISHARES TR

50.44%

Shares17.8K

Event2026-06-30

Filed2026-07-29

MNST

MONSTER BEVERAGE CORP NEW

0.77%

Shares17.6K

Event2026-06-30

Filed2026-07-29

SNOWFLAKE INC

New

Shares6.6K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

5.33%

Shares1.6K

Event2026-06-30

Filed2026-07-29

ISHARES TR

6.37%

Shares1.9K

Event2026-06-30

Filed2026-07-29

RJF

RAYMOND JAMES FINL INC

-0.06%

Shares9.3K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

1.30%

Shares3.9K

Event2026-06-30

Filed2026-07-29

SCHV

SCHWAB STRATEGIC TR

-0.06%

Shares38.9K

Event2026-06-30

Filed2026-07-29

QUAL

ISHARES TR

-98.47%

Shares6.2K

Event2026-06-30

Filed2026-07-29

AME

AMETEK INC

0.97%

Shares5.4K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-29

MSCI

MSCI INC

33.65%

Shares2.3K

Event2026-06-30

Filed2026-07-29

BIRK

BIRKENSTOCK HOLDING PLC

-0.15%

Shares28.6K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

8.34%

Shares3.5K

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

-36.26%

Shares4.7K

Event2026-06-30

Filed2026-07-29

DASH

DOORDASH INC

47.27%

Shares6.5K

Event2026-06-30

Filed2026-07-29

TEL

TE CONNECTIVITY PLC

0.98%

Shares5.7K

Event2026-06-30

Filed2026-07-29

CPAY

CORPAY INC

0.47%

Shares3.4K

Event2026-06-30

Filed2026-07-29

STE

STERIS PLC

48.11%

Shares5.4K

Event2026-06-30

Filed2026-07-29

GMED

GLOBUS MED INC

-0.17%

Shares13.8K

Event2026-06-30

Filed2026-07-29

TEAM

ATLASSIAN CORPORATION

0.03%

Shares14.0K

Event2026-06-30

Filed2026-07-29

DEXCOM INC

-0.05%

Shares15.7K

Event2026-06-30

Filed2026-07-29

LABCORP HOLDINGS INC

-1.44%

Shares3.8K

Event2026-06-30

Filed2026-07-29

EFG

ISHARES TR

-8.05%

Shares7.9K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

3.90%

Shares3.8K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

-4.27%

Shares6.1K

Event2026-06-30

Filed2026-07-29

SCHG

SCHWAB STRATEGIC TR

-0.06%

Shares27.1K

Event2026-06-30

Filed2026-07-29

TER

TERADYNE INC

-35.23%

Shares1.9K

Event2026-06-30

Filed2026-07-29

TRU

TRANSUNION

-0.14%

Shares12.5K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

2.87%

Shares7.3K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

10.00%

Shares3.2K

Event2026-06-30

Filed2026-07-29

JBHT

HUNT J B TRANS SVCS INC

-63.24%

Shares2.8K

Event2026-06-30

Filed2026-07-29

DGRO

ISHARES TR

-2.05%

Shares10.5K

Event2026-06-30

Filed2026-07-29

APTIV PLC

0.75%

Shares12.6K

Event2026-06-30

Filed2026-07-29

BROADRIDGE FINL SOLUTIONS IN

-2.34%

Shares5.6K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

176.35%

Shares8.8K

Event2026-06-30

Filed2026-07-29

TFC

TRUIST FINL CORP

2.34%

Shares15.1K

Event2026-06-30

Filed2026-07-29

MRVL

MARVELL TECHNOLOGY INC

-83.78%

Shares2.5K

Event2026-06-30

Filed2026-07-29

EEFT

EURONET WORLDWIDE INC

-0.17%

Shares9.2K

Event2026-06-30

Filed2026-07-29

CPRT

COPART INC

-0.15%

Shares23.2K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-0.12%

Shares852

Event2026-06-30

Filed2026-07-29

ALPS ETF TR

6.06%

Shares12.2K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

IWS

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

11.96%

Shares4.0K

Event2026-06-30

Filed2026-07-29

CELH

CELSIUS HLDGS INC

New

Shares20.0K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

9.45%

Shares3.7K

Event2026-06-30

Filed2026-07-29

GPN

GLOBAL PMTS INC

0.77%

Shares7.4K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

23.44%

Shares3.8K

Event2026-06-30

Filed2026-07-29

UTWY

RBB FD INC

New

Shares11.8K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

6.92%

Shares2.7K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

5.53%

Shares4.2K

Event2026-06-30

Filed2026-07-29

TFLO

ISHARES TR

-2.44%

Shares9.4K

Event2026-06-30

Filed2026-07-29

COR

CENCORA INC

3.30%

Shares1.7K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

6.38%

Shares3.3K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

-6.05%

Shares1.5K

Event2026-06-30

Filed2026-07-29

ELECTRONIC ARTS INC

2.03%

Shares2.0K

Event2026-06-30

Filed2026-07-29

SPEM

SPDR INDEX SHS FDS

-99.26%

Shares7.7K

Event2026-06-30

Filed2026-07-29

CMG

CHIPOTLE MEXICAN GRILL INC

New

Shares10.8K

Event2026-06-30

Filed2026-07-29

MTBA

SIMPLIFY EXCHANGE TRADED FUN

-1.47%

Shares7.5K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

New

Shares297

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

20.54%

Shares1.0K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

New

Shares716

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

9.80%

Shares1.7K

Event2026-06-30

Filed2026-07-29

COLGATE PALMOLIVE CO

7.73%

Shares2.8K

Event2026-06-30

Filed2026-07-29

MDLZ

MONDELEZ INTL INC

7.12%

Shares4.3K

Event2026-06-30

Filed2026-07-29

VONV

VANGUARD SCOTTSDALE FDS

-5.28%

Shares2.3K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

New

Shares457

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

New

Shares469

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available