Sponsored

The Analysis of American Financial Advisors, LLC's Holdings & P&L

Currently, American Financial Advisors, LLC holds 169 types of securities in its portfolio with a total value $831.1M. In the most recent quarter, they have increased their positions in VO (+258.3K shares, valued at $20.8M), GRNJ (+399.0K shares, valued at $12.5M), GRNY (+385.0K shares, valued at $10.6M); decreased their positions in SCHD (-444.7K shares, valued at $14.1M), SLYV (-88.3K shares, valued at $9.6M), QQQ (-7.9K shares, valued at $5.8M); initiated new positions in GRNJ (+399.0K shares, valued at $12.5M), GRNY (+385.0K shares, valued at $10.6M), N/A (+6.3K shares, valued at $1.1M).

1M P&L

+16.0M+2.05%

3M P&L

+20.0M+2.58%

HY P&L

-23.9M-2.92%

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/A688.3M

85.5%

2Insurance - Diversified41.1M

5.1%

3Drug Manufacturers - General16.1M

2.0%

Top Industries by Stock Count

1N/A104 stocks

71.2%

2Semiconductors6 stocks

4.1%

3Internet Content & Information3 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR120.0K shares-6.16%2026-06-302026-07-14

VIGI VANGUARD WHITEHALL FDS467.4K shares3.12%2026-06-302026-07-14

IWB ISHARES TR105.8K shares-2.29%2026-06-302026-07-14

VBK VANGUARD INDEX FDS114.2K shares-2.97%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL82.1K shares3.87%2026-06-302026-07-14

VIG VANGUARD SPECIALIZED FUNDS169.7K shares-1.96%2026-06-302026-07-14

VCIT VANGUARD SCOTTSDALE FDS436.4K shares5.00%2026-06-302026-07-14

VCSH VANGUARD SCOTTSDALE FDS450.2K shares4.41%2026-06-302026-07-14

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD372.4K shares3.19%2026-06-302026-07-14

SCHD SCHWAB STRATEGIC TR930.4K shares-32.34%2026-06-302026-07-14

VO VANGUARD INDEX FDS341.3K shares311.35%2026-06-302026-07-14

XLV SELECT SECTOR SPDR TR164.2K shares2.28%2026-06-302026-07-14

CGCB CAPITAL GRP FIXED INCM ETF T701.4K shares1.43%2026-06-302026-07-14

CIBR FIRST TR EXCHANGE-TRADED FD198.1K shares-1.14%2026-06-302026-07-14

SLYV SPDR SERIES TRUST161.4K shares-35.37%2026-06-302026-07-14

LMBS FIRST TR EXCHANGE-TRADED FD341.9K shares-0.55%2026-06-302026-07-14

Sponsored

LLY ELI LILLY & CO12.5K shares-1.49%2026-06-302026-07-14

IJH ISHARES TR194.2K shares-5.14%2026-06-302026-07-14

SCHA SCHWAB STRATEGIC TR375.0K shares-3.77%2026-06-302026-07-14

JPIE J P MORGAN EXCHANGE TRADED F286.6K shares9.70%2026-06-302026-07-14

GRNJ TIDAL TRUST III399.0K sharesnew addition2026-06-302026-07-14

DAL DELTA AIR LINES INC129.1K shares-2.38%2026-06-302026-07-14

GRNY TIDAL TRUST I385.0K sharesnew addition2026-06-302026-07-14

XLRE SELECT SECTOR SPDR TR241.2K shares1.02%2026-06-302026-07-14

Sponsored

JPST J P MORGAN EXCHANGE TRADED F208.4K shares-2.40%2026-06-302026-07-14

ANGL VANECK ETF TRUST313.9K shares-36.42%2026-06-302026-07-14

AAPL APPLE INC28.3K shares-4.19%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS16.7K shares-0.85%2026-06-302026-07-14

AMZN AMAZON COM INC24.1K shares-3.58%2026-06-302026-07-14

GOOGL ALPHABET INC15.4K shares-1.76%2026-06-302026-07-14

ISHARES TR ISHARES TR5.9K shares-2.64%2026-06-302026-07-14

NVDA NVIDIA CORPORATION19.8K shares-6.05%2026-06-302026-07-14

Sponsored

XBI SPDR SERIES TRUST24.7K shares-11.83%2026-06-302026-07-14

VWO VANGUARD INTL EQUITY INDEX F55.1K shares-0.89%2026-06-302026-07-14

EFA ISHARES TR31.3K shares-2.14%2026-06-302026-07-14

SPDR SERIES TRUST SPDR SERIES TRUST36.8K shares-0.21%2026-06-302026-07-14

XAR SPDR SERIES TRUST10.0K shares-5.57%2026-06-302026-07-14

SCHF SCHWAB STRATEGIC TR101.8K shares-3.25%2026-06-302026-07-14

SCHX SCHWAB STRATEGIC TR84.3K shares-3.57%2026-06-302026-07-14

SPSM SPDR SERIES TRUST41.8K shares1.35%2026-06-302026-07-14

Sponsored

DFAC DIMENSIONAL ETF TRUST52.7K shares0.25%2026-06-302026-07-14

HD HOME DEPOT INC6.5K shares-0.98%2026-06-302026-07-14

RDVY FIRST TR EXCHANGE TRADED FD27.4K shares-0.98%2026-06-302026-07-14

WELL WELLTOWER INC9.6K shares-2.61%2026-06-302026-07-14

SCZ ISHARES TR25.6K shares-17.76%2026-06-302026-07-14

QQQM INVESCO EXCH TRADED FD TR II6.7K shares2.46%2026-06-302026-07-14

RSPT INVESCO EXCHANGE TRADED FD T31.6K shares-13.15%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.7K shares0.00%2026-06-302026-07-14

Sponsored

SMH VANECK ETF TRUST2.9K shares-1.58%2026-06-302026-07-14

SCCO SOUTHERN COPPER CORP10.7K shares1.11%2026-06-302026-07-14

IWN ISHARES TR7.7K shares-7.69%2026-06-302026-07-14

JQUA J P MORGAN EXCHANGE TRADED F23.1K shares-1.85%2026-06-302026-07-14

IWD ISHARES TR6.8K shares-0.44%2026-06-302026-07-14

CGMU CAPITAL GRP FIXED INCM ETF T58.2K shares0.80%2026-06-302026-07-14

RWR SPDR SERIES TRUST13.7K shares-4.18%2026-06-302026-07-14

FIXD FIRST TR EXCHNG TRADED FD VI35.4K shares-9.74%2026-06-302026-07-14

Sponsored

META PLATFORMS INC META PLATFORMS INC2.7K shares-0.84%2026-06-302026-07-14

GE GE AEROSPACE3.9K shares-8.87%2026-06-302026-07-14

MSFT MICROSOFT CORP3.9K shares-5.69%2026-06-302026-07-14

NBIS NEBIUS GROUP N.V.5.1K shares6.51%2026-06-302026-07-14

DNP DNP SELECT INCOME FD INC125.1K shares-9.03%2026-06-302026-07-14

TSLA TESLA INC3.0K shares-3.25%2026-06-302026-07-14

VBR VANGUARD INDEX FDS5.0K shares5.91%2026-06-302026-07-14

KO COCA COLA CO14.2K shares0.18%2026-06-302026-07-14

Sponsored

CGIE CAPITAL GROUP INTERNATIONAL30.3K shares0.00%2026-06-302026-07-14

IVW ISHARES TR8.1K shares-0.71%2026-06-302026-07-14

XLF SELECT SECTOR SPDR TR20.6K shares-0.75%2026-06-302026-07-14

TCAF T ROWE PRICE EXCHANGE-TRADED26.6K shares-1.85%2026-06-302026-07-14

VNQ VANGUARD INDEX FDS11.3K shares-0.88%2026-06-302026-07-14

GEV GE VERNOVA INC920 shares-8.55%2026-06-302026-07-14

MRVL MARVELL TECHNOLOGY INC3.6K shares-0.03%2026-06-302026-07-14

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP6.3K sharesnew addition2026-06-302026-07-14

Sponsored

MU MICRON TECHNOLOGY INC925 shares0.00%2026-06-302026-07-14

CGGO CAPITAL GROUP GBL GROWTH EQT25.0K shares-0.49%2026-06-302026-07-14

IWM ISHARES TR3.4K shares-2.64%2026-06-302026-07-14

GOOG ALPHABET INC2.9K shares-4.56%2026-06-302026-07-14

EFV ISHARES TR12.4K shares1.19%2026-06-302026-07-14

XLK SELECT SECTOR SPDR TR5.0K shares-1.06%2026-06-302026-07-14

UPRO PROSHARES TR6.0K shares0.00%2026-06-302026-07-14

CISCO SYS INC CISCO SYS INC6.8K shares0.28%2026-06-302026-07-14

Sponsored

JNJ JOHNSON & JOHNSON3.1K shares0.42%2026-06-302026-07-14

SCHP SCHWAB STRATEGIC TR29.5K shares-8.07%2026-06-302026-07-14

EMB ISHARES TR7.5K shares-19.34%2026-06-302026-07-14

VXUS VANGUARD STAR FDS8.3K shares3.73%2026-06-302026-07-14

SCHG SCHWAB STRATEGIC TR20.6K shares-2.74%2026-06-302026-07-14

LQTI FIRST TR EXCHANGE-TRADED FD35.5K shares-5.69%2026-06-302026-07-14

DFUV DIMENSIONAL ETF TRUST12.1K shares-0.52%2026-06-302026-07-14

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC866 shares0.00%2026-06-302026-07-14

Sponsored

XLI SELECT SECTOR SPDR TR3.3K shares0.18%2026-06-302026-07-14

EXXON MOBIL CORP EXXON MOBIL CORP4.5K shares75.72%2026-06-302026-07-14

APPLIED MATLS INC APPLIED MATLS INC846 shares0.00%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.8K shares0.49%2026-06-302026-07-14

REZ ISHARES TR6.2K shares0.34%2026-06-302026-07-14

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP1.8K shares-1.72%2026-06-302026-07-14

TIP ISHARES TR5.2K shares-2.39%2026-06-302026-07-14

BROADCOM INC BROADCOM INC1.5K shares0.00%2026-06-302026-07-14

Sponsored

AMD ADVANCED MICRO DEVICES INC936 shares-23.03%2026-06-302026-07-14

CRMD CORMEDIX INC64.5K shares-0.36%2026-06-302026-07-14

FBT FIRST TR EXCHANGE-TRADED FD2.0K shares-0.84%2026-06-302026-07-14

DFAX DIMENSIONAL ETF TRUST12.2K shares1.04%2026-06-302026-07-14

DIS DISNEY WALT CO4.7K shares-5.74%2026-06-302026-07-14

JEPI J P MORGAN EXCHANGE TRADED F8.0K shares-12.65%2026-06-302026-07-14

IGSB ISHARES TR8.3K shares-8.70%2026-06-302026-07-14

FTSL FIRST TR EXCHANGE-TRADED FD9.7K shares-15.49%2026-06-302026-07-14

Sponsored

IYH ISHARES TR6.5K shares-7.04%2026-06-302026-07-14

MUB ISHARES TR3.9K shares-2.23%2026-06-302026-07-14

MGM MGM RESORTS INTERNATIONAL8.7K shares0.00%2026-06-302026-07-14

SCHM SCHWAB STRATEGIC TR11.1K shares-2.20%2026-06-302026-07-14

BA BOEING CO1.8K shares-2.65%2026-06-302026-07-14

SOUTHERN CO SOUTHERN CO4.1K shares0.54%2026-06-302026-07-14

INTC INTEL CORP2.7K sharesnew addition2026-06-302026-07-14

ARK ETF TR ARK ETF TR4.7K shares-29.51%2026-06-302026-07-14

Sponsored

CGCP CAPITAL GRP FIXED INCM ETF T16.9K shares-18.63%2026-06-302026-07-14

ABBVIE INC ABBVIE INC1.5K shares0.47%2026-06-302026-07-14

IEF ISHARES TR4.0K shares0.20%2026-06-302026-07-14

SCHB SCHWAB STRATEGIC TR12.9K shares-5.51%2026-06-302026-07-14

IXUS ISHARES TR3.9K shares0.75%2026-06-302026-07-14

VGT VANGUARD WORLD FD3.1K shares693.56%2026-06-302026-07-14

UBER UBER TECHNOLOGIES INC5.0K shares-6.96%2026-06-302026-07-14

CCL CARNIVAL CORP LTD12.4K sharesnew addition2026-06-302026-07-14

Sponsored

DFAS DIMENSIONAL ETF TRUST4.2K shares0.19%2026-06-302026-07-14

SOXX ISHARES TR538 sharesnew addition2026-06-302026-07-14

VUG VANGUARD INDEX FDS4.0K shares570.10%2026-06-302026-07-14

GS GOLDMAN SACHS GROUP INC335 shares0.00%2026-06-302026-07-14

ORACLE CORP ORACLE CORP2.3K shares-4.06%2026-06-302026-07-14

AFL AFLAC INC2.8K shares0.07%2026-06-302026-07-14

SDVY FIRST TR EXCHANGE TRADED FD7.6K shares-0.56%2026-06-302026-07-14

GNOV FIRST TR EXCHNG TRADED FD VI7.9K shares-6.77%2026-06-302026-07-14

Sponsored

FAST FASTENAL CO6.9K shares0.00%2026-06-302026-07-14

DATADOG INC DATADOG INC1.3K sharesnew addition2026-06-302026-07-14

VYM VANGUARD WHITEHALL FDS2.1K shares-0.10%2026-06-302026-07-14

BNDX VANGUARD CHARLOTTE FDS6.6K shares-18.53%2026-06-302026-07-14

FCVT FIRST TR EXCHANGE-TRADED FD5.9K shares-9.79%2026-06-302026-07-14

XSLV INVESCO EXCH TRADED FD TR II6.1K shares-18.64%2026-06-302026-07-14

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC766 shares0.00%2026-06-302026-07-14

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR6.7K shares-2.38%2026-06-302026-07-14

Sponsored

VTEB VANGUARD MUN BD FDS6.0K shares0.27%2026-06-302026-07-14

IBIT ISHARES BITCOIN TRUST ETF9.0K sharesnew addition2026-06-302026-07-14

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.6K shares0.00%2026-06-302026-07-14

AMGN AMGEN INC824 shares0.61%2026-06-302026-07-14

CGDV CAPITAL GROUP DIVIDEND VALUE6.0K shares-1.24%2026-06-302026-07-14

HYG ISHARES TR3.7K shares0.57%2026-06-302026-07-14

VOO VANGUARD INDEX FDS419 shares-16.87%2026-06-302026-07-14

VZ VERIZON COMMUNICATIONS INC6.7K shares0.38%2026-06-302026-07-14

Sponsored

BND VANGUARD BD INDEX FDS3.8K shares27.76%2026-06-302026-07-14

OEF ISHARES TR757 shares0.13%2026-06-302026-07-14

DFUS DIMENSIONAL ETF TRUST3.4K shares0.03%2026-06-302026-07-14

XT ISHARES TR3.2K sharesnew addition2026-06-302026-07-14

GLD SPDR GOLD TR711 shares-0.42%2026-06-302026-07-14

DVY ISHARES TR1.7K shares0.00%2026-06-302026-07-14

VRT VERTIV HOLDINGS CO718 sharesnew addition2026-06-302026-07-14

AXP AMERICAN EXPRESS CO708 shares0.28%2026-06-302026-07-14

Sponsored

MOAT VANECK ETF TRUST2.3K shares-6.58%2026-06-302026-07-14

IWF ISHARES TR1.9K sharesnew addition2026-06-302026-07-14

IVES WEDBUSH SER TR6.1K sharesnew addition2026-06-302026-07-14

PEP PEPSICO INC1.7K shares0.89%2026-06-302026-07-14

QCOM QUALCOMM INC1.2K sharesnew addition2026-06-302026-07-14

MTZ MASTEC INC550 sharesnew addition2026-06-302026-07-14

PG PROCTER & GAMBLE CO1.6K shares0.52%2026-06-302026-07-14

SLV ISHARES SILVER TR4.2K shares0.00%2026-06-302026-07-14

Sponsored

CGXU CAPITAL GROUP INTL FOCUS EQT6.5K sharesnew addition2026-06-302026-07-14

ISHARES TR ISHARES TR2.3K shares1.71%2026-06-302026-07-14

WMT WALMART INC1.9K shares0.32%2026-06-302026-07-14

CVX CHEVRON CORPORATION1.2K shares0.41%2026-06-302026-07-14

ASML ASML HLDG NV103 sharesnew addition2026-06-302026-07-14

RTX CORPORATION RTX CORPORATION1.1K shares-22.68%2026-06-302026-07-14

SCHE SCHWAB STRATEGIC TR5.6K sharesnew addition2026-06-302026-07-14

JPC NUVEEN PFD & INCOME OPPORTUN12.0K shares0.00%2026-06-302026-07-14

Sponsored

CIK CREDIT SUISSE ASSET MGMT11.4K shares0.00%2026-06-302026-07-14

QQQ

INVESCO QQQ TR

-6.16%

Shares120.0K

Event2026-06-30

Filed2026-07-14

VIGI

VANGUARD WHITEHALL FDS

3.12%

Shares467.4K

Event2026-06-30

Filed2026-07-14

IWB

ISHARES TR

-2.29%

Shares105.8K

Event2026-06-30

Filed2026-07-14

VBK

VANGUARD INDEX FDS

-2.97%

Shares114.2K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

3.87%

Shares82.1K

Event2026-06-30

Filed2026-07-14

VIG

VANGUARD SPECIALIZED FUNDS

-1.96%

Shares169.7K

Event2026-06-30

Filed2026-07-14

VCIT

VANGUARD SCOTTSDALE FDS

5.00%

Shares436.4K

Event2026-06-30

Filed2026-07-14

VCSH

VANGUARD SCOTTSDALE FDS

4.41%

Shares450.2K

Event2026-06-30

Filed2026-07-14

FTCS

FIRST TR EXCHANGE-TRADED FD

3.19%

Shares372.4K

Event2026-06-30

Filed2026-07-14

SCHD

SCHWAB STRATEGIC TR

-32.34%

Shares930.4K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

311.35%

Shares341.3K

Event2026-06-30

Filed2026-07-14

XLV

SELECT SECTOR SPDR TR

2.28%

Shares164.2K

Event2026-06-30

Filed2026-07-14

CGCB

CAPITAL GRP FIXED INCM ETF T

1.43%

Shares701.4K

Event2026-06-30

Filed2026-07-14

CIBR

FIRST TR EXCHANGE-TRADED FD

-1.14%

Shares198.1K

Event2026-06-30

Filed2026-07-14

SLYV

SPDR SERIES TRUST

-35.37%

Shares161.4K

Event2026-06-30

Filed2026-07-14

LMBS

FIRST TR EXCHANGE-TRADED FD

-0.55%

Shares341.9K

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

-1.49%

Shares12.5K

Event2026-06-30

Filed2026-07-14

IJH

ISHARES TR

-5.14%

Shares194.2K

Event2026-06-30

Filed2026-07-14

SCHA

SCHWAB STRATEGIC TR

-3.77%

Shares375.0K

Event2026-06-30

Filed2026-07-14

JPIE

J P MORGAN EXCHANGE TRADED F

9.70%

Shares286.6K

Event2026-06-30

Filed2026-07-14

GRNJ

TIDAL TRUST III

New

Shares399.0K

Event2026-06-30

Filed2026-07-14

DAL

DELTA AIR LINES INC

-2.38%

Shares129.1K

Event2026-06-30

Filed2026-07-14

GRNY

TIDAL TRUST I

New

Shares385.0K

Event2026-06-30

Filed2026-07-14

XLRE

SELECT SECTOR SPDR TR

1.02%

Shares241.2K

Event2026-06-30

Filed2026-07-14

JPST

J P MORGAN EXCHANGE TRADED F

-2.40%

Shares208.4K

Event2026-06-30

Filed2026-07-14

ANGL

VANECK ETF TRUST

-36.42%

Shares313.9K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

-4.19%

Shares28.3K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-0.85%

Shares16.7K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

-3.58%

Shares24.1K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

-1.76%

Shares15.4K

Event2026-06-30

Filed2026-07-14

ISHARES TR

-2.64%

Shares5.9K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

-6.05%

Shares19.8K

Event2026-06-30

Filed2026-07-14

XBI

SPDR SERIES TRUST

-11.83%

Shares24.7K

Event2026-06-30

Filed2026-07-14

VWO

VANGUARD INTL EQUITY INDEX F

-0.89%

Shares55.1K

Event2026-06-30

Filed2026-07-14

EFA

ISHARES TR

-2.14%

Shares31.3K

Event2026-06-30

Filed2026-07-14

SPDR SERIES TRUST

-0.21%

Shares36.8K

Event2026-06-30

Filed2026-07-14

XAR

SPDR SERIES TRUST

-5.57%

Shares10.0K

Event2026-06-30

Filed2026-07-14

SCHF

SCHWAB STRATEGIC TR

-3.25%

Shares101.8K

Event2026-06-30

Filed2026-07-14

SCHX

SCHWAB STRATEGIC TR

-3.57%

Shares84.3K

Event2026-06-30

Filed2026-07-14

SPSM

SPDR SERIES TRUST

1.35%

Shares41.8K

Event2026-06-30

Filed2026-07-14

DFAC

DIMENSIONAL ETF TRUST

0.25%

Shares52.7K

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC

-0.98%

Shares6.5K

Event2026-06-30

Filed2026-07-14

RDVY

FIRST TR EXCHANGE TRADED FD

-0.98%

Shares27.4K

Event2026-06-30

Filed2026-07-14

WELL

WELLTOWER INC

-2.61%

Shares9.6K

Event2026-06-30

Filed2026-07-14

SCZ

ISHARES TR

-17.76%

Shares25.6K

Event2026-06-30

Filed2026-07-14

QQQM

INVESCO EXCH TRADED FD TR II

2.46%

Shares6.7K

Event2026-06-30

Filed2026-07-14

RSPT

INVESCO EXCHANGE TRADED FD T

-13.15%

Shares31.6K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-14

SMH

VANECK ETF TRUST

-1.58%

Shares2.9K

Event2026-06-30

Filed2026-07-14

SCCO

SOUTHERN COPPER CORP

1.11%

Shares10.7K

Event2026-06-30

Filed2026-07-14

IWN

ISHARES TR

-7.69%

Shares7.7K

Event2026-06-30

Filed2026-07-14

JQUA

J P MORGAN EXCHANGE TRADED F

-1.85%

Shares23.1K

Event2026-06-30

Filed2026-07-14

IWD

ISHARES TR

-0.44%

Shares6.8K

Event2026-06-30

Filed2026-07-14

CGMU

CAPITAL GRP FIXED INCM ETF T

0.80%

Shares58.2K

Event2026-06-30

Filed2026-07-14

RWR

SPDR SERIES TRUST

-4.18%

Shares13.7K

Event2026-06-30

Filed2026-07-14

FIXD

FIRST TR EXCHNG TRADED FD VI

-9.74%

Shares35.4K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

-0.84%

Shares2.7K

Event2026-06-30

Filed2026-07-14

GE AEROSPACE

-8.87%

Shares3.9K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

-5.69%

Shares3.9K

Event2026-06-30

Filed2026-07-14

NBIS

NEBIUS GROUP N.V.

6.51%

Shares5.1K

Event2026-06-30

Filed2026-07-14

DNP

DNP SELECT INCOME FD INC

-9.03%

Shares125.1K

Event2026-06-30

Filed2026-07-14

TSLA

TESLA INC

-3.25%

Shares3.0K

Event2026-06-30

Filed2026-07-14

VBR

VANGUARD INDEX FDS

5.91%

Shares5.0K

Event2026-06-30

Filed2026-07-14

COCA COLA CO

0.18%

Shares14.2K

Event2026-06-30

Filed2026-07-14

CGIE

CAPITAL GROUP INTERNATIONAL

0.00%

Shares30.3K

Event2026-06-30

Filed2026-07-14

IVW

ISHARES TR

-0.71%

Shares8.1K

Event2026-06-30

Filed2026-07-14

XLF

SELECT SECTOR SPDR TR

-0.75%

Shares20.6K

Event2026-06-30

Filed2026-07-14

TCAF

T ROWE PRICE EXCHANGE-TRADED

-1.85%

Shares26.6K

Event2026-06-30

Filed2026-07-14

VNQ

VANGUARD INDEX FDS

-0.88%

Shares11.3K

Event2026-06-30

Filed2026-07-14

GEV

GE VERNOVA INC

-8.55%

Shares920

Event2026-06-30

Filed2026-07-14

MRVL

MARVELL TECHNOLOGY INC

-0.03%

Shares3.6K

Event2026-06-30

Filed2026-07-14

SPACE EXPLORATION TECHN CORP

New

Shares6.3K

Event2026-06-30

Filed2026-07-14

MICRON TECHNOLOGY INC

0.00%

Shares925

Event2026-06-30

Filed2026-07-14

CGGO

CAPITAL GROUP GBL GROWTH EQT

-0.49%

Shares25.0K

Event2026-06-30

Filed2026-07-14

IWM

ISHARES TR

-2.64%

Shares3.4K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

-4.56%

Shares2.9K

Event2026-06-30

Filed2026-07-14

EFV

ISHARES TR

1.19%

Shares12.4K

Event2026-06-30

Filed2026-07-14

XLK

SELECT SECTOR SPDR TR

-1.06%

Shares5.0K

Event2026-06-30

Filed2026-07-14

UPRO

PROSHARES TR

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-14

CISCO SYS INC

0.28%

Shares6.8K

Event2026-06-30

Filed2026-07-14

JNJ

JOHNSON & JOHNSON

0.42%

Shares3.1K

Event2026-06-30

Filed2026-07-14

SCHP

SCHWAB STRATEGIC TR

-8.07%

Shares29.5K

Event2026-06-30

Filed2026-07-14

EMB

ISHARES TR

-19.34%

Shares7.5K

Event2026-06-30

Filed2026-07-14

VXUS

VANGUARD STAR FDS

3.73%

Shares8.3K

Event2026-06-30

Filed2026-07-14

SCHG

SCHWAB STRATEGIC TR

-2.74%

Shares20.6K

Event2026-06-30

Filed2026-07-14

LQTI

FIRST TR EXCHANGE-TRADED FD

-5.69%

Shares35.5K

Event2026-06-30

Filed2026-07-14

DFUV

DIMENSIONAL ETF TRUST

-0.52%

Shares12.1K

Event2026-06-30

Filed2026-07-14

CROWDSTRIKE HLDGS INC

0.00%

Shares866

Event2026-06-30

Filed2026-07-14

XLI

SELECT SECTOR SPDR TR

0.18%

Shares3.3K

Event2026-06-30

Filed2026-07-14

EXXON MOBIL CORP

75.72%

Shares4.5K

Event2026-06-30

Filed2026-07-14

APPLIED MATLS INC

0.00%

Shares846

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

0.49%

Shares1.8K

Event2026-06-30

Filed2026-07-14

REZ

ISHARES TR

0.34%

Shares6.2K

Event2026-06-30

Filed2026-07-14

ROYAL CARIBBEAN GROUP

-1.72%

Shares1.8K

Event2026-06-30

Filed2026-07-14

TIP

ISHARES TR

-2.39%

Shares5.2K

Event2026-06-30

Filed2026-07-14

BROADCOM INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-14

AMD

ADVANCED MICRO DEVICES INC

-23.03%

Shares936

Event2026-06-30

Filed2026-07-14

CRMD

CORMEDIX INC

-0.36%

Shares64.5K

Event2026-06-30

Filed2026-07-14

FBT

FIRST TR EXCHANGE-TRADED FD

-0.84%

Shares2.0K

Event2026-06-30

Filed2026-07-14

DFAX

DIMENSIONAL ETF TRUST

1.04%

Shares12.2K

Event2026-06-30

Filed2026-07-14

DIS

DISNEY WALT CO

-5.74%

Shares4.7K

Event2026-06-30

Filed2026-07-14

JEPI

J P MORGAN EXCHANGE TRADED F

-12.65%

Shares8.0K

Event2026-06-30

Filed2026-07-14

IGSB

ISHARES TR

-8.70%

Shares8.3K

Event2026-06-30

Filed2026-07-14

FTSL

FIRST TR EXCHANGE-TRADED FD

-15.49%

Shares9.7K

Event2026-06-30

Filed2026-07-14

IYH

ISHARES TR

-7.04%

Shares6.5K

Event2026-06-30

Filed2026-07-14

MUB

ISHARES TR

-2.23%

Shares3.9K

Event2026-06-30

Filed2026-07-14

MGM

MGM RESORTS INTERNATIONAL

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-14

SCHM

SCHWAB STRATEGIC TR

-2.20%

Shares11.1K

Event2026-06-30

Filed2026-07-14

BOEING CO

-2.65%

Shares1.8K

Event2026-06-30

Filed2026-07-14

SOUTHERN CO

0.54%

Shares4.1K

Event2026-06-30

Filed2026-07-14

INTC

INTEL CORP

New

Shares2.7K

Event2026-06-30

Filed2026-07-14

ARK ETF TR

-29.51%

Shares4.7K

Event2026-06-30

Filed2026-07-14

CGCP

CAPITAL GRP FIXED INCM ETF T

-18.63%

Shares16.9K

Event2026-06-30

Filed2026-07-14

ABBVIE INC

0.47%

Shares1.5K

Event2026-06-30

Filed2026-07-14

IEF

ISHARES TR

0.20%

Shares4.0K

Event2026-06-30

Filed2026-07-14

SCHB

SCHWAB STRATEGIC TR

-5.51%

Shares12.9K

Event2026-06-30

Filed2026-07-14

IXUS

ISHARES TR

0.75%

Shares3.9K

Event2026-06-30

Filed2026-07-14

VGT

VANGUARD WORLD FD

693.56%

Shares3.1K

Event2026-06-30

Filed2026-07-14

UBER

UBER TECHNOLOGIES INC

-6.96%

Shares5.0K

Event2026-06-30

Filed2026-07-14

CCL

CARNIVAL CORP LTD

New

Shares12.4K

Event2026-06-30

Filed2026-07-14

DFAS

DIMENSIONAL ETF TRUST

0.19%

Shares4.2K

Event2026-06-30

Filed2026-07-14

SOXX

ISHARES TR

New

Shares538

Event2026-06-30

Filed2026-07-14

VUG

VANGUARD INDEX FDS

570.10%

Shares4.0K

Event2026-06-30

Filed2026-07-14

GOLDMAN SACHS GROUP INC

0.00%

Shares335

Event2026-06-30

Filed2026-07-14

ORACLE CORP

-4.06%

Shares2.3K

Event2026-06-30

Filed2026-07-14

AFL

AFLAC INC

0.07%

Shares2.8K

Event2026-06-30

Filed2026-07-14

SDVY

FIRST TR EXCHANGE TRADED FD

-0.56%

Shares7.6K

Event2026-06-30

Filed2026-07-14

GNOV

FIRST TR EXCHNG TRADED FD VI

-6.77%

Shares7.9K

Event2026-06-30

Filed2026-07-14

FAST

FASTENAL CO

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-14

DATADOG INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-14

VYM

VANGUARD WHITEHALL FDS

-0.10%

Shares2.1K

Event2026-06-30

Filed2026-07-14

BNDX

VANGUARD CHARLOTTE FDS

-18.53%

Shares6.6K

Event2026-06-30

Filed2026-07-14

FCVT

FIRST TR EXCHANGE-TRADED FD

-9.79%

Shares5.9K

Event2026-06-30

Filed2026-07-14

XSLV

INVESCO EXCH TRADED FD TR II

-18.64%

Shares6.1K

Event2026-06-30

Filed2026-07-14

UNITEDHEALTH GROUP INC

0.00%

Shares766

Event2026-06-30

Filed2026-07-14

SELECT SECTOR SPDR TR

-2.38%

Shares6.7K

Event2026-06-30

Filed2026-07-14

VTEB

VANGUARD MUN BD FDS

0.27%

Shares6.0K

Event2026-06-30

Filed2026-07-14

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares9.0K

Event2026-06-30

Filed2026-07-14

PALANTIR TECHNOLOGIES INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-14

AMGN

AMGEN INC

0.61%

Shares824

Event2026-06-30

Filed2026-07-14

CGDV

CAPITAL GROUP DIVIDEND VALUE

-1.24%

Shares6.0K

Event2026-06-30

Filed2026-07-14

HYG

ISHARES TR

0.57%

Shares3.7K

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

-16.87%

Shares419

Event2026-06-30

Filed2026-07-14

VERIZON COMMUNICATIONS INC

0.38%

Shares6.7K

Event2026-06-30

Filed2026-07-14

BND

VANGUARD BD INDEX FDS

27.76%

Shares3.8K

Event2026-06-30

Filed2026-07-14

OEF

ISHARES TR

0.13%

Shares757

Event2026-06-30

Filed2026-07-14

DFUS

DIMENSIONAL ETF TRUST

0.03%

Shares3.4K

Event2026-06-30

Filed2026-07-14

ISHARES TR

New

Shares3.2K

Event2026-06-30

Filed2026-07-14

GLD

SPDR GOLD TR

-0.42%

Shares711

Event2026-06-30

Filed2026-07-14

DVY

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-14

VRT

VERTIV HOLDINGS CO

New

Shares718

Event2026-06-30

Filed2026-07-14

AXP

AMERICAN EXPRESS CO

0.28%

Shares708

Event2026-06-30

Filed2026-07-14

MOAT

VANECK ETF TRUST

-6.58%

Shares2.3K

Event2026-06-30

Filed2026-07-14

IWF

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-14

IVES

WEDBUSH SER TR

New

Shares6.1K

Event2026-06-30

Filed2026-07-14

PEP

PEPSICO INC

0.89%

Shares1.7K

Event2026-06-30

Filed2026-07-14

QCOM

QUALCOMM INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-14

MTZ

MASTEC INC

New

Shares550

Event2026-06-30

Filed2026-07-14

PROCTER & GAMBLE CO

0.52%

Shares1.6K

Event2026-06-30

Filed2026-07-14

SLV

ISHARES SILVER TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-14

CGXU

CAPITAL GROUP INTL FOCUS EQT

New

Shares6.5K

Event2026-06-30

Filed2026-07-14

ISHARES TR

1.71%

Shares2.3K

Event2026-06-30

Filed2026-07-14

WMT

WALMART INC

0.32%

Shares1.9K

Event2026-06-30

Filed2026-07-14

CVX

CHEVRON CORPORATION

0.41%

Shares1.2K

Event2026-06-30

Filed2026-07-14

ASML

ASML HLDG NV

New

Shares103

Event2026-06-30

Filed2026-07-14

RTX CORPORATION

-22.68%

Shares1.1K

Event2026-06-30

Filed2026-07-14

SCHE

SCHWAB STRATEGIC TR

New

Shares5.6K

Event2026-06-30

Filed2026-07-14

JPC

NUVEEN PFD & INCOME OPPORTUN

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-14

CIK

CREDIT SUISSE ASSET MGMT

0.00%

Shares11.4K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available