Sponsored

The Analysis of Allied Investment Advisors, LLC's Holdings & P&L

Currently, Allied Investment Advisors, LLC holds 110 types of securities in its portfolio with a total value $796.5M. In the most recent quarter, they have increased their positions in BSV (+274.0K shares, valued at $21.3M), N/A (+128.3K shares, valued at $17.5M), VCSH (+153.4K shares, valued at $12.1M); decreased their positions in CAT (-18.7K shares, valued at $19.9M), AAON (-10.3K shares, valued at $1.3M), STT (-5.3K shares, valued at $894.6K); initiated new positions in BSV (+274.0K shares, valued at $21.3M), N/A (+128.3K shares, valued at $17.5M), VCSH (+153.4K shares, valued at $12.1M).

1M P&L

+15.7M+2.20%

3M P&L

+39.7M+5.76%

HY P&L

+16.2M+2.27%

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/A209.3M

30.1%

2Oil & Gas Integrated46.4M

6.7%

3Farm & Heavy Construction Machinery40.5M

5.8%

Top Industries by Stock Count

1N/A24 stocks

26.1%

2Banks - Regional4 stocks

4.3%

3Drug Manufacturers - General4 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHD SCHWAB US DIVIDEND EQUITY ETF1.9M shares3.02%2026-06-302026-07-20

VHT VANGUARD HEALTH CARE ETF180.9K shares5.38%2026-06-302026-07-20

MSFT MICROSOFT CORP COM68.1K shares3.00%2026-06-302026-07-20

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM70.7K shares1.64%2026-06-302026-07-20

CAT CATERPILLAR INC COM20.1K shares-48.15%2026-06-302026-07-20

BSV VANGUARD SHORT-TERM BOND ETF274.0K sharesnew addition2026-06-302026-07-20

STT STATE STR CORP COM122.7K shares-4.12%2026-06-302026-07-20

GS GOLDMAN SACHS GROUP INC COM20.5K shares-1.07%2026-06-302026-07-20

Sponsored

JNJ JOHNSON & JOHNSON COM76.0K shares2.01%2026-06-302026-07-20

RTX CORPORATION COM RTX CORPORATION COM101.2K shares2.32%2026-06-302026-07-20

DE DEERE & CO COM30.1K shares2.26%2026-06-302026-07-20

BAC BANK OF AMER CORP COM334.1K shares2.26%2026-06-302026-07-20

AAON AAON INC COM PAR $0.004149.8K shares-6.42%2026-06-302026-07-20

VPU VANGUARD UTILITIES ETF91.5K shares2.16%2026-06-302026-07-20

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS128.3K sharesnew addition2026-06-302026-07-20

WFC WELLS FARGO & CO COM210.0K shares3.59%2026-06-302026-07-20

Sponsored

USB US BANCORP COM NEW279.2K shares2.49%2026-06-302026-07-20

SHEL SHELL PLC SPON ADS204.3K shares2.08%2026-06-302026-07-20

CVX CHEVRON CORPORATION COM93.9K shares2.37%2026-06-302026-07-20

FDX FEDEX CORP COM49.3K shares0.51%2026-06-302026-07-20

VGK VANGUARD FTSE EUROPE ETF171.7K shares19.70%2026-06-302026-07-20

TTE TOTALENERGIES SE ACT192.6K shares0.78%2026-06-302026-07-20

3M CO COM 3M CO COM90.6K shares4.12%2026-06-302026-07-20

LOW LOWES COS INC COM66.4K shares6.23%2026-06-302026-07-20

Sponsored

SYY SYSCO CORP COM172.6K shares6.17%2026-06-302026-07-20

AAPL APPLE INC COM47.6K shares-1.26%2026-06-302026-07-20

TGT TARGET CORP COM104.8K shares4.48%2026-06-302026-07-20

PG PROCTER & GAMBLE CO COM91.5K shares7.35%2026-06-302026-07-20

O REALTY INCOME CORP COM215.9K shares9.18%2026-06-302026-07-20

AMRZ AMRIZE LTD SHS240.4K shares9.16%2026-06-302026-07-20

LMT LOCKHEED MARTIN CORP COM25.0K shares4.33%2026-06-302026-07-20

KMB KIMBERLY-CLARK CORP COM114.1K shares11.29%2026-06-302026-07-20

Sponsored

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF153.4K sharesnew addition2026-06-302026-07-20

GPC GENUINE PARTS CO COM102.5K shares12.99%2026-06-302026-07-20

BIV VANGUARD INTERMEDIATE-TERM BOND ETF155.5K sharesnew addition2026-06-302026-07-20

PEP PEPSICO INC COM86.7K shares6.57%2026-06-302026-07-20

MEDTRONIC PLC SHS MEDTRONIC PLC SHS148.3K shares9.34%2026-06-302026-07-20

ABT ABBOTT LABORATORIES COM123.1K shares16.86%2026-06-302026-07-20

BA BOEING CO COM50.9K shares2676.28%2026-06-302026-07-20

PFE PFIZER INC COM449.4K shares11.19%2026-06-302026-07-20

Sponsored

OTIS OTIS WORLDWIDE CORP COM150.5K shares13.20%2026-06-302026-07-20

DEO DIAGEO PLC SPON ADR NEW123.9K shares9.21%2026-06-302026-07-20

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF21.9K shares0.20%2026-06-302026-07-20

PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF70.1K shares-0.37%2026-06-302026-07-20

EMR EMERSON ELEC CO COM24.2K shares-7.97%2026-06-302026-07-20

GLD SPDR GOLD SHARES7.0K shares4.95%2026-06-302026-07-20

WMT WALMART INC COM20.3K shares-1.17%2026-06-302026-07-20

VTV VANGUARD VALUE ETF8.4K shares2.81%2026-06-302026-07-20

Sponsored

VGT VANGUARD INFORMATION TECHNOLOGY ETF15.4K shares700.00%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW3.6K shares2.83%2026-06-302026-07-20

NVDA NVIDIA CORPORATION COM8.9K shares-20.78%2026-06-302026-07-20

BRK.A 1/100 BERKSHIRE HTWY CLA100 SHS2 shares0.00%2026-06-302026-07-20

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF25.2K shares100.00%2026-06-302026-07-20

IBM INTERNATIONAL BUSINESS MACHS COM5.0K shares-1.80%2026-06-302026-07-20

GOOGL ALPHABET INC CAP STK CL A3.7K shares0.00%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM1.4K shares0.00%2026-06-302026-07-20

Sponsored

BROADCOM INC COM BROADCOM INC COM2.5K shares-13.58%2026-06-302026-07-20

GBCI GLACIER BANCORP INC NEW COM18.6K shares0.27%2026-06-302026-07-20

ECG EVERUS CONSTR GROUP COM5.7K shares0.87%2026-06-302026-07-20

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF1.2K shares-2.04%2026-06-302026-07-20

SPLV INVESCO S&P 500 LOW VOLATILITY ETF12.2K shares0.00%2026-06-302026-07-20

GOOG ALPHABET INC CAP STK CL C2.4K shares0.25%2026-06-302026-07-20

AMD ADVANCED MICRO DEVICES INC COM1.4K shares0.00%2026-06-302026-07-20

MRK MERCK & CO INC COM6.3K shares-0.70%2026-06-302026-07-20

Sponsored

AMZN AMAZON COM INC COM3.2K shares-0.77%2026-06-302026-07-20

SBUX STARBUCKS CORP COM7.1K shares0.00%2026-06-302026-07-20

FEDEX FGHT HLDG CO INC COMMON STOCK FEDEX FGHT HLDG CO INC COMMON STOCK4.8K sharesnew addition2026-06-302026-07-20

EBMT EAGLE BANCORP MONT INC COM29.7K shares0.00%2026-06-302026-07-20

HD HOME DEPOT INC COM2.0K shares0.00%2026-06-302026-07-20

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF7.8K shares0.00%2026-06-302026-07-20

ABBVIE INC COM ABBVIE INC COM2.3K shares0.00%2026-06-302026-07-20

FIBK FIRST INTST BANCSYSTEM INC COM14.2K shares0.57%2026-06-302026-07-20

Sponsored

CISCO SYS INC COM CISCO SYS INC COM4.5K shares1.81%2026-06-302026-07-20

C CITIGROUP INC COM NEW3.7K shares0.48%2026-06-302026-07-20

MDU MDU RES GROUP INC COM22.5K shares0.88%2026-06-302026-07-20

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF12.4K shares-0.10%2026-06-302026-07-20

STLD STEEL DYNAMICS INC COM1.8K shares0.00%2026-06-302026-07-20

GLW CORNING INC COM1.5K shares0.00%2026-06-302026-07-20

MGK VANGUARD MEGA CAP GROWTH ETF4.4K shares504.36%2026-06-302026-07-20

KNF KNIFE RIVER CORP COMMON STOCK4.6K shares1.07%2026-06-302026-07-20

Sponsored

META PLATFORMS INC CL A META PLATFORMS INC CL A677 shares-41.08%2026-06-302026-07-20

LLY ELI LILLY & CO COM311 shares-0.32%2026-06-302026-07-20

MCK MCKESSON CORP COM479 shares0.00%2026-06-302026-07-20

AXP AMERICAN EXPRESS CO COM989 shares0.00%2026-06-302026-07-20

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF446 shares4.21%2026-06-302026-07-20

MCD MCDONALDS CORP COM1.1K shares-18.30%2026-06-302026-07-20

ORACLE CORP COM ORACLE CORP COM2.0K shares0.00%2026-06-302026-07-20

CSL CARLISLE COS INC COM820 shares0.00%2026-06-302026-07-20

Sponsored

CMI CUMMINS INC COM413 shares0.00%2026-06-302026-07-20

QQQ INVESCO QQQ TRUST SERIES I396 shares-16.10%2026-06-302026-07-20

COP CONOCOPHILLIPS COM2.7K shares0.00%2026-06-302026-07-20

VIS VANGUARD INDUSTRIALS ETF778 shares0.00%2026-06-302026-07-20

IWM ISHARES RUSSELL 2000 ETF908 shares-4.22%2026-06-302026-07-20

TSLA TESLA INC COM644 sharesnew addition2026-06-302026-07-20

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM612 sharesnew addition2026-06-302026-07-20

VFH VANGUARD FINANCIALS ETF1.9K shares0.00%2026-06-302026-07-20

Sponsored

SCHW SCHWAB CHARLES CORP COM2.6K shares0.00%2026-06-302026-07-20

ISHARES CORE U.S. AGGREGATE BOND ETF ISHARES CORE U.S. AGGREGATE BOND ETF2.4K shares6.06%2026-06-302026-07-20

MLI MUELLER INDS INC COM2.0K shares0.00%2026-06-302026-07-20

WPC WP CAREY INC COM3.3K shares0.00%2026-06-302026-07-20

SPACE EXPLORATION TECHN CORP CLASS A COM STK SPACE EXPLORATION TECHN CORP CLASS A COM STK1.3K sharesnew addition2026-06-302026-07-20

SLV ISHARES SILVER TRUST4.1K shares0.00%2026-06-302026-07-20

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF4.3K shares7.57%2026-06-302026-07-20

DAL DELTA AIR LINES INC COM NEW2.3K sharesnew addition2026-06-302026-07-20

Sponsored

BK BANK OF NY MELLON CORP COM1.5K sharesnew addition2026-06-302026-07-20

ETN EATON CORP PLC SHS491 sharesnew addition2026-06-302026-07-20

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF3.8K sharesnew addition2026-06-302026-07-20

MO ALTRIA GROUP INC COM2.8K sharesnew addition2026-06-302026-07-20

F FORD MTR CO COM12.4K shares0.85%2026-06-302026-07-20

GERN GERON CORP COM16.0K shares0.00%2026-06-302026-07-20

SCHD

SCHWAB US DIVIDEND EQUITY ETF

3.02%

Shares1.9M

Event2026-06-30

Filed2026-07-20

VHT

VANGUARD HEALTH CARE ETF

5.38%

Shares180.9K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP COM

3.00%

Shares68.1K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO COM

1.64%

Shares70.7K

Event2026-06-30

Filed2026-07-20

CAT

CATERPILLAR INC COM

-48.15%

Shares20.1K

Event2026-06-30

Filed2026-07-20

BSV

VANGUARD SHORT-TERM BOND ETF

New

Shares274.0K

Event2026-06-30

Filed2026-07-20

STT

STATE STR CORP COM

-4.12%

Shares122.7K

Event2026-06-30

Filed2026-07-20

GOLDMAN SACHS GROUP INC COM

-1.07%

Shares20.5K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON COM

2.01%

Shares76.0K

Event2026-06-30

Filed2026-07-20

RTX CORPORATION COM

2.32%

Shares101.2K

Event2026-06-30

Filed2026-07-20

DEERE & CO COM

2.26%

Shares30.1K

Event2026-06-30

Filed2026-07-20

BAC

BANK OF AMER CORP COM

2.26%

Shares334.1K

Event2026-06-30

Filed2026-07-20

AAON

AAON INC COM PAR $0.004

-6.42%

Shares149.8K

Event2026-06-30

Filed2026-07-20

VPU

VANGUARD UTILITIES ETF

2.16%

Shares91.5K

Event2026-06-30

Filed2026-07-20

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares128.3K

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO COM

3.59%

Shares210.0K

Event2026-06-30

Filed2026-07-20

USB

US BANCORP COM NEW

2.49%

Shares279.2K

Event2026-06-30

Filed2026-07-20

SHEL

SHELL PLC SPON ADS

2.08%

Shares204.3K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION COM

2.37%

Shares93.9K

Event2026-06-30

Filed2026-07-20

FDX

FEDEX CORP COM

0.51%

Shares49.3K

Event2026-06-30

Filed2026-07-20

VGK

VANGUARD FTSE EUROPE ETF

19.70%

Shares171.7K

Event2026-06-30

Filed2026-07-20

TTE

TOTALENERGIES SE ACT

0.78%

Shares192.6K

Event2026-06-30

Filed2026-07-20

3M CO COM

4.12%

Shares90.6K

Event2026-06-30

Filed2026-07-20

LOW

LOWES COS INC COM

6.23%

Shares66.4K

Event2026-06-30

Filed2026-07-20

SYY

SYSCO CORP COM

6.17%

Shares172.6K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC COM

-1.26%

Shares47.6K

Event2026-06-30

Filed2026-07-20

TGT

TARGET CORP COM

4.48%

Shares104.8K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO COM

7.35%

Shares91.5K

Event2026-06-30

Filed2026-07-20

REALTY INCOME CORP COM

9.18%

Shares215.9K

Event2026-06-30

Filed2026-07-20

AMRZ

AMRIZE LTD SHS

9.16%

Shares240.4K

Event2026-06-30

Filed2026-07-20

LMT

LOCKHEED MARTIN CORP COM

4.33%

Shares25.0K

Event2026-06-30

Filed2026-07-20

KMB

KIMBERLY-CLARK CORP COM

11.29%

Shares114.1K

Event2026-06-30

Filed2026-07-20

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

New

Shares153.4K

Event2026-06-30

Filed2026-07-20

GPC

GENUINE PARTS CO COM

12.99%

Shares102.5K

Event2026-06-30

Filed2026-07-20

BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

New

Shares155.5K

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC COM

6.57%

Shares86.7K

Event2026-06-30

Filed2026-07-20

MEDTRONIC PLC SHS

9.34%

Shares148.3K

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES COM

16.86%

Shares123.1K

Event2026-06-30

Filed2026-07-20

BOEING CO COM

2676.28%

Shares50.9K

Event2026-06-30

Filed2026-07-20

PFE

PFIZER INC COM

11.19%

Shares449.4K

Event2026-06-30

Filed2026-07-20

OTIS

OTIS WORLDWIDE CORP COM

13.20%

Shares150.5K

Event2026-06-30

Filed2026-07-20

DEO

DIAGEO PLC SPON ADR NEW

9.21%

Shares123.9K

Event2026-06-30

Filed2026-07-20

VANGUARD TOTAL STOCK MARKET ETF

0.20%

Shares21.9K

Event2026-06-30

Filed2026-07-20

PICK

ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF

-0.37%

Shares70.1K

Event2026-06-30

Filed2026-07-20

EMR

EMERSON ELEC CO COM

-7.97%

Shares24.2K

Event2026-06-30

Filed2026-07-20

GLD

SPDR GOLD SHARES

4.95%

Shares7.0K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC COM

-1.17%

Shares20.3K

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD VALUE ETF

2.81%

Shares8.4K

Event2026-06-30

Filed2026-07-20

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

700.00%

Shares15.4K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

2.83%

Shares3.6K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION COM

-20.78%

Shares8.9K

Event2026-06-30

Filed2026-07-20

BRK.A

1/100 BERKSHIRE HTWY CLA100 SHS

0.00%

Shares2

Event2026-06-30

Filed2026-07-20

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

100.00%

Shares25.2K

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS COM

-1.80%

Shares5.0K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC CAP STK CL A

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION COM

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

BROADCOM INC COM

-13.58%

Shares2.5K

Event2026-06-30

Filed2026-07-20

GBCI

GLACIER BANCORP INC NEW COM

0.27%

Shares18.6K

Event2026-06-30

Filed2026-07-20

ECG

EVERUS CONSTR GROUP COM

0.87%

Shares5.7K

Event2026-06-30

Filed2026-07-20

STATE STREET SPDR S&P 500 ETF

-2.04%

Shares1.2K

Event2026-06-30

Filed2026-07-20

SPLV

INVESCO S&P 500 LOW VOLATILITY ETF

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC CAP STK CL C

0.25%

Shares2.4K

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC COM

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC COM

-0.70%

Shares6.3K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC COM

-0.77%

Shares3.2K

Event2026-06-30

Filed2026-07-20

SBUX

STARBUCKS CORP COM

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-20

FEDEX FGHT HLDG CO INC COMMON STOCK

New

Shares4.8K

Event2026-06-30

Filed2026-07-20

EBMT

EAGLE BANCORP MONT INC COM

0.00%

Shares29.7K

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC COM

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-20

ABBVIE INC COM

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-20

FIBK

FIRST INTST BANCSYSTEM INC COM

0.57%

Shares14.2K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC COM

1.81%

Shares4.5K

Event2026-06-30

Filed2026-07-20

CITIGROUP INC COM NEW

0.48%

Shares3.7K

Event2026-06-30

Filed2026-07-20

MDU

MDU RES GROUP INC COM

0.88%

Shares22.5K

Event2026-06-30

Filed2026-07-20

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

-0.10%

Shares12.4K

Event2026-06-30

Filed2026-07-20

STLD

STEEL DYNAMICS INC COM

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-20

GLW

CORNING INC COM

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

MGK

VANGUARD MEGA CAP GROWTH ETF

504.36%

Shares4.4K

Event2026-06-30

Filed2026-07-20

KNF

KNIFE RIVER CORP COMMON STOCK

1.07%

Shares4.6K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC CL A

-41.08%

Shares677

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO COM

-0.32%

Shares311

Event2026-06-30

Filed2026-07-20

MCK

MCKESSON CORP COM

0.00%

Shares479

Event2026-06-30

Filed2026-07-20

AXP

AMERICAN EXPRESS CO COM

0.00%

Shares989

Event2026-06-30

Filed2026-07-20

ISHARES CORE S&P 500 ETF

4.21%

Shares446

Event2026-06-30

Filed2026-07-20

MCD

MCDONALDS CORP COM

-18.30%

Shares1.1K

Event2026-06-30

Filed2026-07-20

ORACLE CORP COM

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

CSL

CARLISLE COS INC COM

0.00%

Shares820

Event2026-06-30

Filed2026-07-20

CMI

CUMMINS INC COM

0.00%

Shares413

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TRUST SERIES I

-16.10%

Shares396

Event2026-06-30

Filed2026-07-20

COP

CONOCOPHILLIPS COM

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-20

VIS

VANGUARD INDUSTRIALS ETF

0.00%

Shares778

Event2026-06-30

Filed2026-07-20

IWM

ISHARES RUSSELL 2000 ETF

-4.22%

Shares908

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC COM

New

Shares644

Event2026-06-30

Filed2026-07-20

UNITEDHEALTH GROUP INC COM

New

Shares612

Event2026-06-30

Filed2026-07-20

VFH

VANGUARD FINANCIALS ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-20

SCHW

SCHWAB CHARLES CORP COM

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-20

ISHARES CORE U.S. AGGREGATE BOND ETF

6.06%

Shares2.4K

Event2026-06-30

Filed2026-07-20

MLI

MUELLER INDS INC COM

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

WPC

WP CAREY INC COM

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-20

SPACE EXPLORATION TECHN CORP CLASS A COM STK

New

Shares1.3K

Event2026-06-30

Filed2026-07-20

SLV

ISHARES SILVER TRUST

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-20

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

7.57%

Shares4.3K

Event2026-06-30

Filed2026-07-20

DAL

DELTA AIR LINES INC COM NEW

New

Shares2.3K

Event2026-06-30

Filed2026-07-20

BANK OF NY MELLON CORP COM

New

Shares1.5K

Event2026-06-30

Filed2026-07-20

ETN

EATON CORP PLC SHS

New

Shares491

Event2026-06-30

Filed2026-07-20

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

New

Shares3.8K

Event2026-06-30

Filed2026-07-20

ALTRIA GROUP INC COM

New

Shares2.8K

Event2026-06-30

Filed2026-07-20

FORD MTR CO COM

0.85%

Shares12.4K

Event2026-06-30

Filed2026-07-20

GERN

GERON CORP COM

0.00%

Shares16.0K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available