Sponsored

The Analysis of American State Bank (Iowa)'s Holdings & P&L

Currently, American State Bank (Iowa) holds 139 types of securities in its portfolio with a total value $246.5M. In the most recent quarter, they have increased their positions in IWF (+82.3K shares, valued at $10.2M), HDV (+83.6K shares, valued at $2.3M), IWD (+2.2K shares, valued at $524.4K); decreased their positions in IWV (-3.5K shares, valued at $1.5M), IWO (-2.7K shares, valued at $1.1M), IWN (-2.8K shares, valued at $628.4K); initiated new positions in N/A (+627 shares, valued at $478.5K), DIS (+4.1K shares, valued at $395.8K), LLY (+317 shares, valued at $380.2K).

1M P&L

+8.2M+4.35%

3M P&L

+4.5M+2.34%

HY P&L

-29.3M-13.02%

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/A69.5M

35.6%

2Semiconductors35.9M

18.4%

3Banks - Diversified8.5M

4.3%

Top Industries by Stock Count

1N/A45 stocks

39.5%

2Utilities - Regulated Electric5 stocks

4.4%

3Semiconductors4 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION111.5K shares-0.28%2026-06-302026-07-09

IWF ISHARES TR115.4K shares248.93%2026-06-302026-07-09

QQQ INVESCO QQQ TR15.4K shares0.00%2026-06-302026-07-09

INTC INTEL CORP79.0K shares-0.31%2026-06-302026-07-09

IWD ISHARES TR34.3K shares6.73%2026-06-302026-07-09

AAPL APPLE INC25.4K shares2.83%2026-06-302026-07-09

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL7.0K shares0.00%2026-06-302026-07-09

APPLIED MATLS INC APPLIED MATLS INC9.3K shares0.86%2026-06-302026-07-09

Sponsored

MSFT MICROSOFT CORP15.2K shares6.24%2026-06-302026-07-09

LRCX LAM RESEARCH CORP11.9K shares-0.42%2026-06-302026-07-09

SPDR S&P 500 ETF TR SPDR S&P 500 ETF TR6.5K shares0.00%2026-06-302026-07-09

BAC BANK AMERICA CORP64.0K shares2.08%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON13.5K shares7.00%2026-06-302026-07-09

CISCO SYS INC CISCO SYS INC28.8K shares1.54%2026-06-302026-07-09

GE GE AEROSPACE8.5K shares2.05%2026-06-302026-07-09

C CITIGROUP INC21.9K shares2.19%2026-06-302026-07-09

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL13.3K shares3.44%2026-06-302026-07-09

HDV ISHARES TR105.0K shares390.37%2026-06-302026-07-09

ISHARES TR ISHARES TR27.6K shares-2.62%2026-06-302026-07-09

WMT WALMART INC23.7K shares2.82%2026-06-302026-07-09

AMGN AMGEN INC7.4K shares3.32%2026-06-302026-07-09

DELL DELL TECHNOLOGIES INC6.2K shares-0.71%2026-06-302026-07-09

DIA SPDR DOW JONES INDL AVERAGE5.0K shares0.00%2026-06-302026-07-09

JPMORGAN CHASE & CO. JPMORGAN CHASE & CO.7.9K shares2.23%2026-06-302026-07-09

Sponsored

BA BOEING CO11.9K shares2.07%2026-06-302026-07-09

BROADCOM INC BROADCOM INC6.6K shares-1.46%2026-06-302026-07-09

S&P GLOBAL INC S&P GLOBAL INC5.6K shares11.85%2026-06-302026-07-09

EFV ISHARES TR27.8K shares1.28%2026-06-302026-07-09

GOOG ALPHABET INC6.0K shares2.16%2026-06-302026-07-09

HIG HARTFORD INSURANCE GROUP INC15.7K shares1.24%2026-06-302026-07-09

IEMG ISHARES INC24.4K shares1.18%2026-06-302026-07-09

GD GENERAL DYNAMICS CORP5.7K shares2.56%2026-06-302026-07-09

Sponsored

AMZN AMAZON COM INC8.3K shares7.51%2026-06-302026-07-09

GS GOLDMAN SACHS GROUP INC1.9K shares2.74%2026-06-302026-07-09

ED CONSOLIDATED EDISON INC16.9K shares4.02%2026-06-302026-07-09

PG PROCTER AND GAMBLE CO12.6K shares10.28%2026-06-302026-07-09

EXXON MOBIL CORP EXXON MOBIL CORP13.1K shares0.60%2026-06-302026-07-09

IJR ISHARES TR12.0K shares-6.52%2026-06-302026-07-09

WFC WELLS FARGO CO NEW21.4K shares2.61%2026-06-302026-07-09

PLD PROLOGIS INC.11.4K shares0.99%2026-06-302026-07-09

Sponsored

RTX CORPORATION RTX CORPORATION8.0K shares0.98%2026-06-302026-07-09

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC3.6K shares14.34%2026-06-302026-07-09

IUSG ISHARES TR7.9K shares-0.20%2026-06-302026-07-09

COSTCO WHSL CORP NEW COSTCO WHSL CORP NEW1.6K shares8.77%2026-06-302026-07-09

VIG VANGUARD SPECIALIZED FUNDS6.0K shares0.00%2026-06-302026-07-09

ISHARES TR ISHARES TR14.7K shares0.65%2026-06-302026-07-09

T AT&T INC68.5K shares7.19%2026-06-302026-07-09

MU MICRON TECHNOLOGY INC1.2K shares1.83%2026-06-302026-07-09

Sponsored

MCD MCDONALDS CORP5.2K shares16.77%2026-06-302026-07-09

GILD GILEAD SCIENCES INC10.8K shares5.16%2026-06-302026-07-09

UNP UNION PAC CORP4.9K shares11.14%2026-06-302026-07-09

CVX CHEVRON CORP NEW8.1K shares4.23%2026-06-302026-07-09

IUSV ISHARES TR12.0K shares-0.14%2026-06-302026-07-09

VZ VERIZON COMMUNICATIONS INC31.1K shares7.51%2026-06-302026-07-09

VISA INC VISA INC3.8K shares12.72%2026-06-302026-07-09

GEV GE VERNOVA INC1.1K shares-0.45%2026-06-302026-07-09

Sponsored

IWV ISHARES TR3.0K shares-53.65%2026-06-302026-07-09

USRT ISHARES TR19.2K shares-2.18%2026-06-302026-07-09

CAT CATERPILLAR INC1.2K shares6.05%2026-06-302026-07-09

EFG ISHARES TR10.0K shares3.67%2026-06-302026-07-09

ROST ROSS STORES INC5.7K shares1.32%2026-06-302026-07-09

ABBVIE INC ABBVIE INC4.7K shares1.99%2026-06-302026-07-09

SDY SPDR SERIES TRUST7.7K shares0.00%2026-06-302026-07-09

NEXTERA ENERGY INC NEXTERA ENERGY INC13.2K shares6.61%2026-06-302026-07-09

Sponsored

QCOM QUALCOMM INC6.1K shares7.20%2026-06-302026-07-09

WEC WEC ENERGY GROUP INC9.6K shares0.00%2026-06-302026-07-09

NETFLIX INC NETFLIX INC15.5K shares10.67%2026-06-302026-07-09

TSLA TESLA INC2.5K shares-0.44%2026-06-302026-07-09

PEP PEPSICO INC7.7K shares9.02%2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS14.6K shares12.93%2026-06-302026-07-09

CI THE CIGNA GROUP3.5K shares0.00%2026-06-302026-07-09

IBB ISHARES TR5.1K shares0.00%2026-06-302026-07-09

Sponsored

IWO ISHARES TR2.4K shares-52.85%2026-06-302026-07-09

ADOBE INC ADOBE INC4.7K shares28.62%2026-06-302026-07-09

MEDTRONIC PLC MEDTRONIC PLC12.1K shares28.48%2026-06-302026-07-09

DGRO ISHARES TR12.0K shares-0.42%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL1.8K shares1.07%2026-06-302026-07-09

VYM VANGUARD WHITEHALL FDS5.5K shares0.00%2026-06-302026-07-09

XLK SELECT SECTOR SPDR TR4.0K shares-15.83%2026-06-302026-07-09

HD HOME DEPOT INC2.1K shares16.24%2026-06-302026-07-09

Sponsored

IJH ISHARES TR9.7K shares-0.40%2026-06-302026-07-09

DOW DOW INC27.1K shares10.08%2026-06-302026-07-09

XEL XCEL ENERGY INC9.0K shares0.00%2026-06-302026-07-09

SLB SLB LIMITED14.6K shares2.91%2026-06-302026-07-09

ISRG INTUITIVE SURGICAL INC1.7K shares16.31%2026-06-302026-07-09

IYH ISHARES TR9.9K shares0.00%2026-06-302026-07-09

BLK BLACKROCK INC652 shares5.50%2026-06-302026-07-09

VTV VANGUARD INDEX FDS2.8K shares7.24%2026-06-302026-07-09

Sponsored

MS MORGAN STANLEY2.9K shares-0.48%2026-06-302026-07-09

ENB ENBRIDGE INC11.2K shares3.93%2026-06-302026-07-09

IWN ISHARES TR2.7K shares-51.22%2026-06-302026-07-09

AEE AMEREN CORP5.3K shares0.00%2026-06-302026-07-09

META PLATFORMS INC META PLATFORMS INC1.0K shares23.11%2026-06-302026-07-09

SPTB SPDR SERIES TRUST19.0K shares23.39%2026-06-302026-07-09

DBP INVESCO DB MULTI-SECTOR COMM5.9K shares-0.87%2026-06-302026-07-09

EMR EMERSON ELEC CO3.6K shares0.00%2026-06-302026-07-09

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC627 sharesnew addition2026-06-302026-07-09

VUG VANGUARD INDEX FDS5.4K shares610.82%2026-06-302026-07-09

NSC NORFOLK SOUTHN CORP1.5K shares0.00%2026-06-302026-07-09

ISHARES TR ISHARES TR593 shares12.74%2026-06-302026-07-09

DBA INVESCO DB MULTI-SECTOR COMM16.5K shares2.25%2026-06-302026-07-09

XLF SELECT SECTOR SPDR TR8.0K shares-19.15%2026-06-302026-07-09

KIM KIMCO RLTY CORP16.6K shares0.00%2026-06-302026-07-09

ALL ALLSTATE CORP1.7K shares0.00%2026-06-302026-07-09

Sponsored

AFL AFLAC INC3.5K shares0.00%2026-06-302026-07-09

VWO VANGUARD INTL EQUITY INDEX F6.9K shares9.05%2026-06-302026-07-09

DBC INVESCO DB COMMDY INDX TRCK15.3K shares0.00%2026-06-302026-07-09

LECO LINCOLN ELEC HLDGS INC1.5K shares0.00%2026-06-302026-07-09

DIS DISNEY WALT CO4.1K sharesnew addition2026-06-302026-07-09

ES EVERSOURCE ENERGY5.4K shares0.00%2026-06-302026-07-09

SOUTHERN CO SOUTHERN CO4.1K shares0.00%2026-06-302026-07-09

SPG SIMON PPTY GROUP INC NEW1.7K shares0.00%2026-06-302026-07-09

Sponsored

LLY ELI LILLY & CO317 sharesnew addition2026-06-302026-07-09

DBE INVESCO DB MULTI-SECTOR COMM14.4K shares0.00%2026-06-302026-07-09

VANGUARD INDEX FDS VANGUARD INDEX FDS1.0K shares-3.78%2026-06-302026-07-09

CVS CVS HEALTH CORP3.5K shares-55.06%2026-06-302026-07-09

GOOGL ALPHABET INC997 shares-1.87%2026-06-302026-07-09

DBB INVESCO DB MULTI-SECTOR COMM14.6K shares0.00%2026-06-302026-07-09

VB VANGUARD INDEX FDS1.1K shares10.55%2026-06-302026-07-09

TMO THERMO FISHER SCIENTIFIC INC628 shares-45.86%2026-06-302026-07-09

Sponsored

MCK MCKESSON CORP397 sharesnew addition2026-06-302026-07-09

SPBO SPDR SERIES TRUST10.2K shares29.08%2026-06-302026-07-09

VIOO VANGUARD ADMIRAL FDS INC2.1K shares0.00%2026-06-302026-07-09

FDX FEDEX CORP875 shares0.00%2026-06-302026-07-09

EFA ISHARES TR2.6K shares0.00%2026-06-302026-07-09

VNQ VANGUARD INDEX FDS2.8K shares13.67%2026-06-302026-07-09

NEM NEWMONT CORP2.8K sharesnew addition2026-06-302026-07-09

APD AIR PRODS & CHEMS INC888 shares-51.02%2026-06-302026-07-09

Sponsored

DE DEERE & CO384 shares0.00%2026-06-302026-07-09

IXUS ISHARES TR2.5K shares0.00%2026-06-302026-07-09

GLW CORNING INC900 sharesnew addition2026-06-302026-07-09

XSD SPDR SERIES TRUST358 shares-44.84%2026-06-302026-07-09

VOO VANGUARD INDEX FDS325 sharesnew addition2026-06-302026-07-09

VBR VANGUARD INDEX FDS913 sharesnew addition2026-06-302026-07-09

ESS ESSEX PPTY TR INC748 sharesnew addition2026-06-302026-07-09

CASY CASEYS GEN STORES INC271 shares-14.78%2026-06-302026-07-09

Sponsored

VEU VANGUARD INTL EQUITY INDEX F2.6K sharesnew addition2026-06-302026-07-09

CLX CLOROX CO DEL2.2K shares9.92%2026-06-302026-07-09

VBK VANGUARD INDEX FDS550 sharesnew addition2026-06-302026-07-09

NVDA

NVIDIA CORPORATION

-0.28%

Shares111.5K

Event2026-06-30

Filed2026-07-09

IWF

ISHARES TR

248.93%

Shares115.4K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

0.00%

Shares15.4K

Event2026-06-30

Filed2026-07-09

INTC

INTEL CORP

-0.31%

Shares79.0K

Event2026-06-30

Filed2026-07-09

IWD

ISHARES TR

6.73%

Shares34.3K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

2.83%

Shares25.4K

Event2026-06-30

Filed2026-07-09

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-09

APPLIED MATLS INC

0.86%

Shares9.3K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

6.24%

Shares15.2K

Event2026-06-30

Filed2026-07-09

LRCX

LAM RESEARCH CORP

-0.42%

Shares11.9K

Event2026-06-30

Filed2026-07-09

SPDR S&P 500 ETF TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-09

BAC

BANK AMERICA CORP

2.08%

Shares64.0K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

7.00%

Shares13.5K

Event2026-06-30

Filed2026-07-09

CISCO SYS INC

1.54%

Shares28.8K

Event2026-06-30

Filed2026-07-09

GE AEROSPACE

2.05%

Shares8.5K

Event2026-06-30

Filed2026-07-09

CITIGROUP INC

2.19%

Shares21.9K

Event2026-06-30

Filed2026-07-09

WASTE MGMT INC DEL

3.44%

Shares13.3K

Event2026-06-30

Filed2026-07-09

HDV

ISHARES TR

390.37%

Shares105.0K

Event2026-06-30

Filed2026-07-09

ISHARES TR

-2.62%

Shares27.6K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

2.82%

Shares23.7K

Event2026-06-30

Filed2026-07-09

AMGN

AMGEN INC

3.32%

Shares7.4K

Event2026-06-30

Filed2026-07-09

DELL

DELL TECHNOLOGIES INC

-0.71%

Shares6.2K

Event2026-06-30

Filed2026-07-09

DIA

SPDR DOW JONES INDL AVERAGE

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO.

2.23%

Shares7.9K

Event2026-06-30

Filed2026-07-09

BOEING CO

2.07%

Shares11.9K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

-1.46%

Shares6.6K

Event2026-06-30

Filed2026-07-09

S&P GLOBAL INC

11.85%

Shares5.6K

Event2026-06-30

Filed2026-07-09

EFV

ISHARES TR

1.28%

Shares27.8K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

2.16%

Shares6.0K

Event2026-06-30

Filed2026-07-09

HIG

HARTFORD INSURANCE GROUP INC

1.24%

Shares15.7K

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES INC

1.18%

Shares24.4K

Event2026-06-30

Filed2026-07-09

GENERAL DYNAMICS CORP

2.56%

Shares5.7K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

7.51%

Shares8.3K

Event2026-06-30

Filed2026-07-09

GOLDMAN SACHS GROUP INC

2.74%

Shares1.9K

Event2026-06-30

Filed2026-07-09

CONSOLIDATED EDISON INC

4.02%

Shares16.9K

Event2026-06-30

Filed2026-07-09

PROCTER AND GAMBLE CO

10.28%

Shares12.6K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORP

0.60%

Shares13.1K

Event2026-06-30

Filed2026-07-09

IJR

ISHARES TR

-6.52%

Shares12.0K

Event2026-06-30

Filed2026-07-09

WFC

WELLS FARGO CO NEW

2.61%

Shares21.4K

Event2026-06-30

Filed2026-07-09

PLD

PROLOGIS INC.

0.99%

Shares11.4K

Event2026-06-30

Filed2026-07-09

RTX CORPORATION

0.98%

Shares8.0K

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP INC

14.34%

Shares3.6K

Event2026-06-30

Filed2026-07-09

IUSG

ISHARES TR

-0.20%

Shares7.9K

Event2026-06-30

Filed2026-07-09

COSTCO WHSL CORP NEW

8.77%

Shares1.6K

Event2026-06-30

Filed2026-07-09

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-09

ISHARES TR

0.65%

Shares14.7K

Event2026-06-30

Filed2026-07-09

AT&T INC

7.19%

Shares68.5K

Event2026-06-30

Filed2026-07-09

MICRON TECHNOLOGY INC

1.83%

Shares1.2K

Event2026-06-30

Filed2026-07-09

MCD

MCDONALDS CORP

16.77%

Shares5.2K

Event2026-06-30

Filed2026-07-09

GILD

GILEAD SCIENCES INC

5.16%

Shares10.8K

Event2026-06-30

Filed2026-07-09

UNP

UNION PAC CORP

11.14%

Shares4.9K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORP NEW

4.23%

Shares8.1K

Event2026-06-30

Filed2026-07-09

IUSV

ISHARES TR

-0.14%

Shares12.0K

Event2026-06-30

Filed2026-07-09

VERIZON COMMUNICATIONS INC

7.51%

Shares31.1K

Event2026-06-30

Filed2026-07-09

VISA INC

12.72%

Shares3.8K

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC

-0.45%

Shares1.1K

Event2026-06-30

Filed2026-07-09

IWV

ISHARES TR

-53.65%

Shares3.0K

Event2026-06-30

Filed2026-07-09

USRT

ISHARES TR

-2.18%

Shares19.2K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC

6.05%

Shares1.2K

Event2026-06-30

Filed2026-07-09

EFG

ISHARES TR

3.67%

Shares10.0K

Event2026-06-30

Filed2026-07-09

ROST

ROSS STORES INC

1.32%

Shares5.7K

Event2026-06-30

Filed2026-07-09

ABBVIE INC

1.99%

Shares4.7K

Event2026-06-30

Filed2026-07-09

SDY

SPDR SERIES TRUST

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-09

NEXTERA ENERGY INC

6.61%

Shares13.2K

Event2026-06-30

Filed2026-07-09

QCOM

QUALCOMM INC

7.20%

Shares6.1K

Event2026-06-30

Filed2026-07-09

WEC

WEC ENERGY GROUP INC

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-09

NETFLIX INC

10.67%

Shares15.5K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

-0.44%

Shares2.5K

Event2026-06-30

Filed2026-07-09

PEP

PEPSICO INC

9.02%

Shares7.7K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

12.93%

Shares14.6K

Event2026-06-30

Filed2026-07-09

THE CIGNA GROUP

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-09

IBB

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-09

IWO

ISHARES TR

-52.85%

Shares2.4K

Event2026-06-30

Filed2026-07-09

ADOBE INC

28.62%

Shares4.7K

Event2026-06-30

Filed2026-07-09

MEDTRONIC PLC

28.48%

Shares12.1K

Event2026-06-30

Filed2026-07-09

DGRO

ISHARES TR

-0.42%

Shares12.0K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.07%

Shares1.8K

Event2026-06-30

Filed2026-07-09

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-09

XLK

SELECT SECTOR SPDR TR

-15.83%

Shares4.0K

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC

16.24%

Shares2.1K

Event2026-06-30

Filed2026-07-09

IJH

ISHARES TR

-0.40%

Shares9.7K

Event2026-06-30

Filed2026-07-09

DOW

DOW INC

10.08%

Shares27.1K

Event2026-06-30

Filed2026-07-09

XEL

XCEL ENERGY INC

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-09

SLB

SLB LIMITED

2.91%

Shares14.6K

Event2026-06-30

Filed2026-07-09

ISRG

INTUITIVE SURGICAL INC

16.31%

Shares1.7K

Event2026-06-30

Filed2026-07-09

IYH

ISHARES TR

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-09

BLK

BLACKROCK INC

5.50%

Shares652

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD INDEX FDS

7.24%

Shares2.8K

Event2026-06-30

Filed2026-07-09

MORGAN STANLEY

-0.48%

Shares2.9K

Event2026-06-30

Filed2026-07-09

ENB

ENBRIDGE INC

3.93%

Shares11.2K

Event2026-06-30

Filed2026-07-09

IWN

ISHARES TR

-51.22%

Shares2.7K

Event2026-06-30

Filed2026-07-09

AEE

AMEREN CORP

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

23.11%

Shares1.0K

Event2026-06-30

Filed2026-07-09

SPTB

SPDR SERIES TRUST

23.39%

Shares19.0K

Event2026-06-30

Filed2026-07-09

DBP

INVESCO DB MULTI-SECTOR COMM

-0.87%

Shares5.9K

Event2026-06-30

Filed2026-07-09

EMR

EMERSON ELEC CO

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-09

CROWDSTRIKE HLDGS INC

New

Shares627

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD INDEX FDS

610.82%

Shares5.4K

Event2026-06-30

Filed2026-07-09

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-09

ISHARES TR

12.74%

Shares593

Event2026-06-30

Filed2026-07-09

DBA

INVESCO DB MULTI-SECTOR COMM

2.25%

Shares16.5K

Event2026-06-30

Filed2026-07-09

XLF

SELECT SECTOR SPDR TR

-19.15%

Shares8.0K

Event2026-06-30

Filed2026-07-09

KIM

KIMCO RLTY CORP

0.00%

Shares16.6K

Event2026-06-30

Filed2026-07-09

ALL

ALLSTATE CORP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-09

AFL

AFLAC INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD INTL EQUITY INDEX F

9.05%

Shares6.9K

Event2026-06-30

Filed2026-07-09

DBC

INVESCO DB COMMDY INDX TRCK

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-09

LECO

LINCOLN ELEC HLDGS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-09

DIS

DISNEY WALT CO

New

Shares4.1K

Event2026-06-30

Filed2026-07-09

EVERSOURCE ENERGY

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-09

SOUTHERN CO

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-09

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

New

Shares317

Event2026-06-30

Filed2026-07-09

DBE

INVESCO DB MULTI-SECTOR COMM

0.00%

Shares14.4K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

-3.78%

Shares1.0K

Event2026-06-30

Filed2026-07-09

CVS

CVS HEALTH CORP

-55.06%

Shares3.5K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

-1.87%

Shares997

Event2026-06-30

Filed2026-07-09

DBB

INVESCO DB MULTI-SECTOR COMM

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

10.55%

Shares1.1K

Event2026-06-30

Filed2026-07-09

TMO

THERMO FISHER SCIENTIFIC INC

-45.86%

Shares628

Event2026-06-30

Filed2026-07-09

MCK

MCKESSON CORP

New

Shares397

Event2026-06-30

Filed2026-07-09

SPBO

SPDR SERIES TRUST

29.08%

Shares10.2K

Event2026-06-30

Filed2026-07-09

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-09

FDX

FEDEX CORP

0.00%

Shares875

Event2026-06-30

Filed2026-07-09

EFA

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-09

VNQ

VANGUARD INDEX FDS

13.67%

Shares2.8K

Event2026-06-30

Filed2026-07-09

NEM

NEWMONT CORP

New

Shares2.8K

Event2026-06-30

Filed2026-07-09

APD

AIR PRODS & CHEMS INC

-51.02%

Shares888

Event2026-06-30

Filed2026-07-09

DEERE & CO

0.00%

Shares384

Event2026-06-30

Filed2026-07-09

IXUS

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-09

GLW

CORNING INC

New

Shares900

Event2026-06-30

Filed2026-07-09

XSD

SPDR SERIES TRUST

-44.84%

Shares358

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

New

Shares325

Event2026-06-30

Filed2026-07-09

VBR

VANGUARD INDEX FDS

New

Shares913

Event2026-06-30

Filed2026-07-09

ESS

ESSEX PPTY TR INC

New

Shares748

Event2026-06-30

Filed2026-07-09

CASY

CASEYS GEN STORES INC

-14.78%

Shares271

Event2026-06-30

Filed2026-07-09

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares2.6K

Event2026-06-30

Filed2026-07-09

CLX

CLOROX CO DEL

9.92%

Shares2.2K

Event2026-06-30

Filed2026-07-09

VBK

VANGUARD INDEX FDS

New

Shares550

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available