Sponsored

The Analysis of AFFINITY WEALTH MANAGEMENT LLC's Holdings & P&L

Currently, AFFINITY WEALTH MANAGEMENT LLC holds 113 types of securities in its portfolio with a total value $776.4M. In the most recent quarter, they have increased their positions in IGV (+329.3K shares, valued at $29.8M), PDP (+36.9K shares, valued at $5.6M), N/A (+194.8K shares, valued at $4.8M); decreased their positions in XLF (-660.2K shares, valued at $35.4M), FV (-90.1K shares, valued at $6.8M), QQQ (-815 shares, valued at $600.2K); initiated new positions in IGV (+329.3K shares, valued at $29.8M), N/A (+194.8K shares, valued at $4.8M), PURR (+584.8K shares, valued at $4.6M).

1M P&L

+30.9M+4.73%

3M P&L

+7.7M+1.14%

HY P&L

+54.7M+8.69%

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/A487.7M

69.7%

2Semiconductors26.0M

3.7%

3Semiconductor Equipment & Materials23.3M

3.3%

Top Industries by Stock Count

1N/A28 stocks

30.4%

2Banks - Regional5 stocks

5.4%

3Semiconductor Equipment & Materials3 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR86.2K shares-0.94%2026-06-302026-07-22

XMMO INVESCO EXCHANGE TRADED FD T320.5K shares-0.67%2026-06-302026-07-22

RDVY FIRST TR EXCHANGE TRADED FD663.9K shares0.07%2026-06-302026-07-22

PIZ INVESCO EXCH TRADED FD TR II849.9K shares0.62%2026-06-302026-07-22

XAR SPDR SERIES TRUST156.6K shares-0.53%2026-06-302026-07-22

RSPN INVESCO EXCHANGE TRADED FD T629.2K shares-0.15%2026-06-302026-07-22

XLE SELECT SECTOR SPDR TR708.3K shares-0.17%2026-06-302026-07-22

XLC SELECT SECTOR SPDR TR305.9K shares1.42%2026-06-302026-07-22

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL31.7K shares-0.99%2026-06-302026-07-22

IGV ISHARES TR329.3K sharesnew addition2026-06-302026-07-22

FPE FIRST TR EXCH TRADED FD III1.5M shares1.40%2026-06-302026-07-22

NVDA NVIDIA CORPORATION129.7K shares0.66%2026-06-302026-07-22

DBEZ DBX ETF TR378.5K shares0.69%2026-06-302026-07-22

TER TERADYNE INC44.5K shares-0.11%2026-06-302026-07-22

GOOGL ALPHABET INC48.8K shares0.67%2026-06-302026-07-22

FLEX FLEX LTD105.7K shares0.30%2026-06-302026-07-22

Sponsored

DBJP DBX ETF TR145.7K shares-0.81%2026-06-302026-07-22

LLY ELI LILLY & CO13.7K shares1.83%2026-06-302026-07-22

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC121.6K shares1.25%2026-06-302026-07-22

MSFT MICROSOFT CORP35.2K shares2.14%2026-06-302026-07-22

AMZN AMAZON COM INC51.6K shares2.54%2026-06-302026-07-22

MASTERCARD INCORPORATED MASTERCARD INCORPORATED17.1K shares3.26%2026-06-302026-07-22

AAPL APPLE INC26.6K shares0.31%2026-06-302026-07-22

ADPT ADAPTIVE BIOTECHNOLOGIES COR342.6K shares6.01%2026-06-302026-07-22

Sponsored

HD HOME DEPOT INC20.3K shares3.87%2026-06-302026-07-22

NRG NRG ENERGY INC46.8K shares4.22%2026-06-302026-07-22

LIN LINDE PLC12.8K shares4.43%2026-06-302026-07-22

ETN EATON CORP PLC15.0K shares4.08%2026-06-302026-07-22

PDP INVESCO EXCHANGE TRADED FD T39.0K shares1794.46%2026-06-302026-07-22

MFC MANULIFE FINL CORP142.8K shares4.35%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO17.1K shares0.00%2026-06-302026-07-22

HBM HUDBAY MINERALS INC228.3K shares3.07%2026-06-302026-07-22

Sponsored

CIPHER DIGITAL INC CIPHER DIGITAL INC194.8K sharesnew addition2026-06-302026-07-22

SCCO SOUTHERN COPPER CORP26.5K shares8.53%2026-06-302026-07-22

PURR HYPERLIQUID STRATEGIES INC584.8K sharesnew addition2026-06-302026-07-22

TSHA TAYSHA GENE THERAPIES INC576.8K sharesnew addition2026-06-302026-07-22

HCC WARRIOR MET COAL INC40.8K shares6.94%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.6K shares-1.71%2026-06-302026-07-22

BROADCOM INC BROADCOM INC5.3K shares0.79%2026-06-302026-07-22

DELL DELL TECHNOLOGIES INC3.5K shares-1.16%2026-06-302026-07-22

Sponsored

LRCX LAM RESEARCH CORP3.4K shares0.00%2026-06-302026-07-22

ISHARES TR ISHARES TR1.9K shares-0.05%2026-06-302026-07-22

FCNCA FIRST CTZNS BANCSHARES INC D548 shares2.62%2026-06-302026-07-22

FV FIRST TR EXCHANGE TRADED FD13.4K shares-87.03%2026-06-302026-07-22

CPK CHESAPEAKE UTILS CORP8.0K shares-3.01%2026-06-302026-07-22

GHC GRAHAM HLDGS CO840 shares0.00%2026-06-302026-07-22

CAH CARDINAL HEALTH INC4.0K shares4.53%2026-06-302026-07-22

WMT WALMART INC8.2K shares-3.16%2026-06-302026-07-22

Sponsored

SOUTHERN CO SOUTHERN CO9.2K shares0.20%2026-06-302026-07-22

TSLA TESLA INC2.0K shares-2.80%2026-06-302026-07-22

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION872 shares-9.07%2026-06-302026-07-22

BKNG BOOKING HOLDINGS INC4.5K shares2322.46%2026-06-302026-07-22

PNC PNC FINL SVCS GROUP INC3.2K shares0.00%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS1.9K shares-2.01%2026-06-302026-07-22

DE DEERE & CO1.1K shares0.00%2026-06-302026-07-22

GOOG ALPHABET INC1.8K shares0.00%2026-06-302026-07-22

Sponsored

COF CAPITAL ONE FINL CORP3.1K shares0.72%2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP4.4K shares-4.49%2026-06-302026-07-22

SPG SIMON PPTY GROUP INC NEW2.4K shares-0.63%2026-06-302026-07-22

XLF SELECT SECTOR SPDR TR9.5K shares-98.58%2026-06-302026-07-22

GE GE AEROSPACE1.4K shares-2.23%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC889 shares-0.89%2026-06-302026-07-22

JAZZ PHARMACEUTICALS PLC JAZZ PHARMACEUTICALS PLC2.0K shares-24.06%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL960 shares-9.77%2026-06-302026-07-22

Sponsored

CAT CATERPILLAR INC425 shares0.00%2026-06-302026-07-22

MCD MCDONALDS CORP1.6K shares-5.13%2026-06-302026-07-22

GLW CORNING INC1.7K sharesnew addition2026-06-302026-07-22

TMO THERMO FISHER SCIENTIFIC INC859 shares0.12%2026-06-302026-07-22

CORTEVA INC CORTEVA INC4.9K shares-5.79%2026-06-302026-07-22

HP HELMERICH & PAYNE INC12.6K sharesnew addition2026-06-302026-07-22

QQQM INVESCO EXCH TRADED FD TR II1.4K shares0.07%2026-06-302026-07-22

ET ENERGY TRANSFER L P21.4K shares-0.28%2026-06-302026-07-22

Sponsored

ALLY FINL INC ALLY FINL INC8.9K shares1.46%2026-06-302026-07-22

HPE HEWLETT PACKARD ENTERPRISE C9.0K shares1.96%2026-06-302026-07-22

GEV GE VERNOVA INC343 shares-3.65%2026-06-302026-07-22

XLK SELECT SECTOR SPDR TR2.1K shares3.44%2026-06-302026-07-22

ASTRAZENECA PLC ASTRAZENECA PLC2.0K shares-2.43%2026-06-302026-07-22

SOXX ISHARES TR596 sharesnew addition2026-06-302026-07-22

DTE DTE ENERGY CO2.5K shares0.00%2026-06-302026-07-22

AFL AFLAC INC3.1K shares0.38%2026-06-302026-07-22

Sponsored

IJH ISHARES TR4.5K shares0.00%2026-06-302026-07-22

IVW ISHARES TR2.5K shares-18.24%2026-06-302026-07-22

WSFS WSFS FINL CORP4.5K shares0.00%2026-06-302026-07-22

XLV SELECT SECTOR SPDR TR2.1K shares3.37%2026-06-302026-07-22

ED CONSOLIDATED EDISON INC3.1K shares0.00%2026-06-302026-07-22

IWF ISHARES TR2.7K shares276.73%2026-06-302026-07-22

SUSA ISHARES TR2.2K sharesnew addition2026-06-302026-07-22

COHR COHERENT CORP831 sharesnew addition2026-06-302026-07-22

Sponsored

DAN DANA INC12.0K shares0.52%2026-06-302026-07-22

FTEC FIDELITY COVINGTON TRUST1.1K shares4.03%2026-06-302026-07-22

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V1.1K shares1.80%2026-06-302026-07-22

HWM HOWMET AEROSPACE INC1.1K shares0.00%2026-06-302026-07-22

ITW ILLINOIS TOOL WKS INC1.1K shares1.83%2026-06-302026-07-22

MKS INC. MKS INC.675 sharesnew addition2026-06-302026-07-22

FHN FIRST HORIZON CORPORATION11.4K shares1.95%2026-06-302026-07-22

IBM INTERNATIONAL BUSINESS MACHS1.0K sharesnew addition2026-06-302026-07-22

Sponsored

FLS FLOWSERVE CORP3.8K shares1.37%2026-06-302026-07-22

VOO VANGUARD INDEX FDS406 shares-8.35%2026-06-302026-07-22

VET VERMILION ENERGY INC29.8K sharesnew addition2026-06-302026-07-22

IWB ISHARES TR652 shares0.00%2026-06-302026-07-22

Q QNITY ELECTRONICS INC1.6K shares-6.92%2026-06-302026-07-22

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC2.0K shares0.00%2026-06-302026-07-22

ZIM ZIM INTEGRATED SHIPPING SERV9.7K shares1.98%2026-06-302026-07-22

TECK TECK RESOURCES LTD4.2K shares0.00%2026-06-302026-07-22

Sponsored

MO ALTRIA GROUP INC3.2K shares0.00%2026-06-302026-07-22

T AT&T INC11.1K shares-0.71%2026-06-302026-07-22

CVX CHEVRON CORPORATION1.4K shares-1.51%2026-06-302026-07-22

VUG VANGUARD INDEX FDS2.6K sharesnew addition2026-06-302026-07-22

VZ VERIZON COMMUNICATIONS INC5.3K shares-1.49%2026-06-302026-07-22

BP BP PLC5.9K shares0.00%2026-06-302026-07-22

SNEX STONEX GROUP INC1.8K sharesnew addition2026-06-302026-07-22

FREEPORT MCMORAN INC FREEPORT MCMORAN INC3.2K sharesnew addition2026-06-302026-07-22

Sponsored

VLY VALLEY NATL BANCORP13.7K sharesnew addition2026-06-302026-07-22

QQQ

INVESCO QQQ TR

-0.94%

Shares86.2K

Event2026-06-30

Filed2026-07-22

XMMO

INVESCO EXCHANGE TRADED FD T

-0.67%

Shares320.5K

Event2026-06-30

Filed2026-07-22

RDVY

FIRST TR EXCHANGE TRADED FD

0.07%

Shares663.9K

Event2026-06-30

Filed2026-07-22

PIZ

INVESCO EXCH TRADED FD TR II

0.62%

Shares849.9K

Event2026-06-30

Filed2026-07-22

XAR

SPDR SERIES TRUST

-0.53%

Shares156.6K

Event2026-06-30

Filed2026-07-22

RSPN

INVESCO EXCHANGE TRADED FD T

-0.15%

Shares629.2K

Event2026-06-30

Filed2026-07-22

XLE

SELECT SECTOR SPDR TR

-0.17%

Shares708.3K

Event2026-06-30

Filed2026-07-22

XLC

SELECT SECTOR SPDR TR

1.42%

Shares305.9K

Event2026-06-30

Filed2026-07-22

SEAGATE TECHNOLOGY HLDNGS PL

-0.99%

Shares31.7K

Event2026-06-30

Filed2026-07-22

IGV

ISHARES TR

New

Shares329.3K

Event2026-06-30

Filed2026-07-22

FPE

FIRST TR EXCH TRADED FD III

1.40%

Shares1.5M

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

0.66%

Shares129.7K

Event2026-06-30

Filed2026-07-22

DBEZ

DBX ETF TR

0.69%

Shares378.5K

Event2026-06-30

Filed2026-07-22

TER

TERADYNE INC

-0.11%

Shares44.5K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

0.67%

Shares48.8K

Event2026-06-30

Filed2026-07-22

FLEX

FLEX LTD

0.30%

Shares105.7K

Event2026-06-30

Filed2026-07-22

DBJP

DBX ETF TR

-0.81%

Shares145.7K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

1.83%

Shares13.7K

Event2026-06-30

Filed2026-07-22

PALANTIR TECHNOLOGIES INC

1.25%

Shares121.6K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

2.14%

Shares35.2K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

2.54%

Shares51.6K

Event2026-06-30

Filed2026-07-22

MASTERCARD INCORPORATED

3.26%

Shares17.1K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

0.31%

Shares26.6K

Event2026-06-30

Filed2026-07-22

ADPT

ADAPTIVE BIOTECHNOLOGIES COR

6.01%

Shares342.6K

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

3.87%

Shares20.3K

Event2026-06-30

Filed2026-07-22

NRG

NRG ENERGY INC

4.22%

Shares46.8K

Event2026-06-30

Filed2026-07-22

LIN

LINDE PLC

4.43%

Shares12.8K

Event2026-06-30

Filed2026-07-22

ETN

EATON CORP PLC

4.08%

Shares15.0K

Event2026-06-30

Filed2026-07-22

PDP

INVESCO EXCHANGE TRADED FD T

1794.46%

Shares39.0K

Event2026-06-30

Filed2026-07-22

MFC

MANULIFE FINL CORP

4.35%

Shares142.8K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

0.00%

Shares17.1K

Event2026-06-30

Filed2026-07-22

HBM

HUDBAY MINERALS INC

3.07%

Shares228.3K

Event2026-06-30

Filed2026-07-22

CIPHER DIGITAL INC

New

Shares194.8K

Event2026-06-30

Filed2026-07-22

SCCO

SOUTHERN COPPER CORP

8.53%

Shares26.5K

Event2026-06-30

Filed2026-07-22

PURR

HYPERLIQUID STRATEGIES INC

New

Shares584.8K

Event2026-06-30

Filed2026-07-22

TSHA

TAYSHA GENE THERAPIES INC

New

Shares576.8K

Event2026-06-30

Filed2026-07-22

HCC

WARRIOR MET COAL INC

6.94%

Shares40.8K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

-1.71%

Shares3.6K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

0.79%

Shares5.3K

Event2026-06-30

Filed2026-07-22

DELL

DELL TECHNOLOGIES INC

-1.16%

Shares3.5K

Event2026-06-30

Filed2026-07-22

LRCX

LAM RESEARCH CORP

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-0.05%

Shares1.9K

Event2026-06-30

Filed2026-07-22

FCNCA

FIRST CTZNS BANCSHARES INC D

2.62%

Shares548

Event2026-06-30

Filed2026-07-22

FIRST TR EXCHANGE TRADED FD

-87.03%

Shares13.4K

Event2026-06-30

Filed2026-07-22

CPK

CHESAPEAKE UTILS CORP

-3.01%

Shares8.0K

Event2026-06-30

Filed2026-07-22

GHC

GRAHAM HLDGS CO

0.00%

Shares840

Event2026-06-30

Filed2026-07-22

CAH

CARDINAL HEALTH INC

4.53%

Shares4.0K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

-3.16%

Shares8.2K

Event2026-06-30

Filed2026-07-22

SOUTHERN CO

0.20%

Shares9.2K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

-2.80%

Shares2.0K

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

-9.07%

Shares872

Event2026-06-30

Filed2026-07-22

BKNG

BOOKING HOLDINGS INC

2322.46%

Shares4.5K

Event2026-06-30

Filed2026-07-22

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-2.01%

Shares1.9K

Event2026-06-30

Filed2026-07-22

DEERE & CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-22

COF

CAPITAL ONE FINL CORP

0.72%

Shares3.1K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

-4.49%

Shares4.4K

Event2026-06-30

Filed2026-07-22

SPG

SIMON PPTY GROUP INC NEW

-0.63%

Shares2.4K

Event2026-06-30

Filed2026-07-22

XLF

SELECT SECTOR SPDR TR

-98.58%

Shares9.5K

Event2026-06-30

Filed2026-07-22

GE AEROSPACE

-2.23%

Shares1.4K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

-0.89%

Shares889

Event2026-06-30

Filed2026-07-22

JAZZ PHARMACEUTICALS PLC

-24.06%

Shares2.0K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

-9.77%

Shares960

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

0.00%

Shares425

Event2026-06-30

Filed2026-07-22

MCD

MCDONALDS CORP

-5.13%

Shares1.6K

Event2026-06-30

Filed2026-07-22

GLW

CORNING INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-22

TMO

THERMO FISHER SCIENTIFIC INC

0.12%

Shares859

Event2026-06-30

Filed2026-07-22

CORTEVA INC

-5.79%

Shares4.9K

Event2026-06-30

Filed2026-07-22

HELMERICH & PAYNE INC

New

Shares12.6K

Event2026-06-30

Filed2026-07-22

QQQM

INVESCO EXCH TRADED FD TR II

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-22

ENERGY TRANSFER L P

-0.28%

Shares21.4K

Event2026-06-30

Filed2026-07-22

ALLY FINL INC

1.46%

Shares8.9K

Event2026-06-30

Filed2026-07-22

HPE

HEWLETT PACKARD ENTERPRISE C

1.96%

Shares9.0K

Event2026-06-30

Filed2026-07-22

GEV

GE VERNOVA INC

-3.65%

Shares343

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

3.44%

Shares2.1K

Event2026-06-30

Filed2026-07-22

ASTRAZENECA PLC

-2.43%

Shares2.0K

Event2026-06-30

Filed2026-07-22

SOXX

ISHARES TR

New

Shares596

Event2026-06-30

Filed2026-07-22

DTE

DTE ENERGY CO

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-22

AFL

AFLAC INC

0.38%

Shares3.1K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-22

IVW

ISHARES TR

-18.24%

Shares2.5K

Event2026-06-30

Filed2026-07-22

WSFS

WSFS FINL CORP

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-22

XLV

SELECT SECTOR SPDR TR

3.37%

Shares2.1K

Event2026-06-30

Filed2026-07-22

CONSOLIDATED EDISON INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-22

IWF

ISHARES TR

276.73%

Shares2.7K

Event2026-06-30

Filed2026-07-22

SUSA

ISHARES TR

New

Shares2.2K

Event2026-06-30

Filed2026-07-22

COHR

COHERENT CORP

New

Shares831

Event2026-06-30

Filed2026-07-22

DAN

DANA INC

0.52%

Shares12.0K

Event2026-06-30

Filed2026-07-22

FTEC

FIDELITY COVINGTON TRUST

4.03%

Shares1.1K

Event2026-06-30

Filed2026-07-22

NXP SEMICONDUCTORS N V

1.80%

Shares1.1K

Event2026-06-30

Filed2026-07-22

HWM

HOWMET AEROSPACE INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

ITW

ILLINOIS TOOL WKS INC

1.83%

Shares1.1K

Event2026-06-30

Filed2026-07-22

MKS INC.

New

Shares675

Event2026-06-30

Filed2026-07-22

FHN

FIRST HORIZON CORPORATION

1.95%

Shares11.4K

Event2026-06-30

Filed2026-07-22

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares1.0K

Event2026-06-30

Filed2026-07-22

FLS

FLOWSERVE CORP

1.37%

Shares3.8K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

-8.35%

Shares406

Event2026-06-30

Filed2026-07-22

VET

VERMILION ENERGY INC

New

Shares29.8K

Event2026-06-30

Filed2026-07-22

IWB

ISHARES TR

0.00%

Shares652

Event2026-06-30

Filed2026-07-22

QNITY ELECTRONICS INC

-6.92%

Shares1.6K

Event2026-06-30

Filed2026-07-22

AGILENT TECHNOLOGIES INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

ZIM

ZIM INTEGRATED SHIPPING SERV

1.98%

Shares9.7K

Event2026-06-30

Filed2026-07-22

TECK

TECK RESOURCES LTD

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-22

ALTRIA GROUP INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-22

AT&T INC

-0.71%

Shares11.1K

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

-1.51%

Shares1.4K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

New

Shares2.6K

Event2026-06-30

Filed2026-07-22

VERIZON COMMUNICATIONS INC

-1.49%

Shares5.3K

Event2026-06-30

Filed2026-07-22

BP PLC

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-22

SNEX

STONEX GROUP INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-22

FREEPORT MCMORAN INC

New

Shares3.2K

Event2026-06-30

Filed2026-07-22

VLY

VALLEY NATL BANCORP

New

Shares13.7K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available