Sponsored
The Analysis of Archford Capital Strategies, LLC's Holdings & P&L
Currently, Archford Capital Strategies, LLC holds 359 types of securities in its portfolio with a total value $987.5M. In the most recent quarter, they have increased their positions in N/A (+190.8K shares, valued at $16.8M), VUG (+167.5K shares, valued at $14.4M), N/A (+68.7K shares, valued at $6.2M); decreased their positions in SHY (-126.7K shares, valued at $10.4M), JBL (-8.2K shares, valued at $3.1M), INTC (-19.2K shares, valued at $2.7M); initiated new positions in N/A (+68.7K shares, valued at $6.2M), N/A (+16.4K shares, valued at $3.4M), SNY (+33.2K shares, valued at $1.4M).
1M P&L
+24.8M+3.33%
3M P&L
+20.2M+2.71%
HY P&L
-44.8M-5.51%
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/A433.4M
55.2%
2Semiconductors67.4M
8.6%
3Consumer Electronics30.5M
3.9%
Top Industries by Stock Count
1N/A148 stocks
47.1%
2Semiconductors12 stocks
3.8%
3Software - Application12 stocks
3.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP3.2K sharesnew addition2026-06-302026-07-17
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
IEMG
4.94%ISHARES INC
Shares575.0K
Event2026-06-30
Filed2026-07-17
ISHARES TR
7.10%ISHARES TR
Shares462.6K
Event2026-06-30
Filed2026-07-17
SPDR SERIES TRUST
114.06%SPDR SERIES TRUST
Shares358.1K
Event2026-06-30
Filed2026-07-17
NVDA
-3.88%NVIDIA CORPORATION
Shares156.7K
Event2026-06-30
Filed2026-07-17
AAPL
0.63%APPLE INC
Shares105.2K
Event2026-06-30
Filed2026-07-17
MSFT
2.35%MICROSOFT CORP
Shares68.1K
Event2026-06-30
Filed2026-07-17
GOOGL
-4.11%ALPHABET INC
Shares56.6K
Event2026-06-30
Filed2026-07-17
VISA INC
10.35%VISA INC
Shares51.7K
Event2026-06-30
Filed2026-07-17
VUG
489.28%VANGUARD INDEX FDS
Shares201.7K
Event2026-06-30
Filed2026-07-17
BROADCOM INC
8.13%BROADCOM INC
Shares44.3K
Event2026-06-30
Filed2026-07-17
INFO
1.06%HARBOR ETF TRUST
Shares609.1K
Event2026-06-30
Filed2026-07-17
BRK.B
-0.27%BERKSHIRE HATHAWAY INC DEL
Shares31.4K
Event2026-06-30
Filed2026-07-17
FNDX
2.14%SCHWAB STRATEGIC TR
Shares416.2K
Event2026-06-30
Filed2026-07-17
SCHG
0.79%SCHWAB STRATEGIC TR
Shares375.6K
Event2026-06-30
Filed2026-07-17
MU
-16.98%MICRON TECHNOLOGY INC
Shares10.8K
Event2026-06-30
Filed2026-07-17
WINN
1.58%HARBOR ETF TRUST
Shares374.5K
Event2026-06-30
Filed2026-07-17
SAMT
0.69%ADVISORS INNER CIRCLE FD III
Shares251.8K
Event2026-06-30
Filed2026-07-17
AMZN
-0.11%AMAZON COM INC
Shares48.3K
Event2026-06-30
Filed2026-07-17
HELO
8.98%J P MORGAN EXCHANGE TRADED F
Shares157.9K
Event2026-06-30
Filed2026-07-17
DFGP
3.90%DIMENSIONAL ETF TRUST
Shares191.6K
Event2026-06-30
Filed2026-07-17
TSM
-3.80%TAIWAN SEMICONDUCTOR MANUFAC
Shares21.7K
Event2026-06-30
Filed2026-07-17
JNJ
50.64%JOHNSON & JOHNSON
Shares40.6K
Event2026-06-30
Filed2026-07-17
VGIT
1.74%VANGUARD SCOTTSDALE FDS
Shares153.7K
Event2026-06-30
Filed2026-07-17
DFAE
0.69%DIMENSIONAL ETF TRUST
Shares223.9K
Event2026-06-30
Filed2026-07-17
LRCX
16.35%LAM RESEARCH CORP
Shares20.6K
Event2026-06-30
Filed2026-07-17
DUHP
1.85%DIMENSIONAL ETF TRUST
Shares213.9K
Event2026-06-30
Filed2026-07-17
BND
1.74%VANGUARD BD INDEX FDS
Shares121.3K
Event2026-06-30
Filed2026-07-17
CISCO SYS INC
-6.16%CISCO SYS INC
Shares72.3K
Event2026-06-30
Filed2026-07-17
VB
11.01%VANGUARD INDEX FDS
Shares27.7K
Event2026-06-30
Filed2026-07-17
OSEA
2.31%HARBOR ETF TRUST
Shares268.5K
Event2026-06-30
Filed2026-07-17
DCOR
1.47%DIMENSIONAL ETF TRUST
Shares99.3K
Event2026-06-30
Filed2026-07-17
DFAC
1.51%DIMENSIONAL ETF TRUST
Shares180.9K
Event2026-06-30
Filed2026-07-17
NVS
-1.37%NOVARTIS AG
Shares49.9K
Event2026-06-30
Filed2026-07-17
JPST
2.71%J P MORGAN EXCHANGE TRADED F
Shares154.3K
Event2026-06-30
Filed2026-07-17
HAPI
1.43%HARBOR ETF TRUST
Shares171.4K
Event2026-06-30
Filed2026-07-17
JPMORGAN CHASE & CO
-21.15%JPMORGAN CHASE & CO
Shares22.2K
Event2026-06-30
Filed2026-07-17
GOOG
-0.10%ALPHABET INC
Shares20.1K
Event2026-06-30
Filed2026-07-17
WORLD GOLD TR
6.85%WORLD GOLD TR
Shares89.1K
Event2026-06-30
Filed2026-07-17
USIG
4.29%ISHARES TR
Shares136.0K
Event2026-06-30
Filed2026-07-17
AGGS
4.48%HARBOR ETF TRUST
Shares169.8K
Event2026-06-30
Filed2026-07-17
XLK
8.68%SELECT SECTOR SPDR TR
Shares34.8K
Event2026-06-30
Filed2026-07-17
JQUA
0.78%J P MORGAN EXCHANGE TRADED F
Shares91.5K
Event2026-06-30
Filed2026-07-17
MBB
-3.62%ISHARES TR
Shares68.8K
Event2026-06-30
Filed2026-07-17
EA SERIES TRUST
NewEA SERIES TRUST
Shares68.7K
Event2026-06-30
Filed2026-07-17
APPLIED MATLS INC
8.98%APPLIED MATLS INC
Shares8.4K
Event2026-06-30
Filed2026-07-17
WMT
-9.74%WALMART INC
Shares53.5K
Event2026-06-30
Filed2026-07-17
HGER
0.98%HARBOR ETF TRUST
Shares197.5K
Event2026-06-30
Filed2026-07-17
MO
1.08%ALTRIA GROUP INC
Shares80.1K
Event2026-06-30
Filed2026-07-17
VGSH
1.11%VANGUARD SCOTTSDALE FDS
Shares98.5K
Event2026-06-30
Filed2026-07-17
MASTERCARD INCORPORATED
-23.83%MASTERCARD INCORPORATED
Shares10.7K
Event2026-06-30
Filed2026-07-17
DFIC
2.17%DIMENSIONAL ETF TRUST
Shares145.9K
Event2026-06-30
Filed2026-07-17
AMD
-8.66%ADVANCED MICRO DEVICES INC
Shares9.4K
Event2026-06-30
Filed2026-07-17
XLF
-1.68%SELECT SECTOR SPDR TR
Shares100.9K
Event2026-06-30
Filed2026-07-17
COSTCO WHOLESALE CORPORATION
33.03%COSTCO WHOLESALE CORPORATION
Shares5.4K
Event2026-06-30
Filed2026-07-17
EWJ
0.56%ISHARES INC
Shares53.3K
Event2026-06-30
Filed2026-07-17
SHEL
-27.84%SHELL PLC
Shares57.1K
Event2026-06-30
Filed2026-07-17
TJX
23.27%TJX COS INC NEW
Shares28.4K
Event2026-06-30
Filed2026-07-17
HARBOR ETF TRUST
2.14%HARBOR ETF TRUST
Shares152.9K
Event2026-06-30
Filed2026-07-17
TOLL
2.36%TEMA ETF TRUST
Shares100.9K
Event2026-06-30
Filed2026-07-17
APH
32.84%AMPHENOL CORP
Shares23.8K
Event2026-06-30
Filed2026-07-17
ANET
-1.48%ARISTA NETWORKS INC
Shares24.4K
Event2026-06-30
Filed2026-07-17
SAGP
4.25%ADVISORS INNER CIRCLE FD III
Shares113.9K
Event2026-06-30
Filed2026-07-17
DIHP
2.23%DIMENSIONAL ETF TRUST
Shares118.2K
Event2026-06-30
Filed2026-07-17
HARBOR ETF TRUST
7.47%HARBOR ETF TRUST
Shares123.3K
Event2026-06-30
Filed2026-07-17
VGT
700.00%VANGUARD WORLD FD
Shares33.0K
Event2026-06-30
Filed2026-07-17
VTV
-4.24%VANGUARD INDEX FDS
Shares17.6K
Event2026-06-30
Filed2026-07-17
GD
27.88%GENERAL DYNAMICS CORP
Shares10.4K
Event2026-06-30
Filed2026-07-17
BK
40.80%BANK OF NY MELLON CORP
Shares25.3K
Event2026-06-30
Filed2026-07-17
MRK
-20.36%MERCK & CO INC
Shares27.4K
Event2026-06-30
Filed2026-07-17
VEA
-0.31%VANGUARD TAX-MANAGED FDS
Shares47.4K
Event2026-06-30
Filed2026-07-17
ADOBE INC
NewADOBE INC
Shares16.4K
Event2026-06-30
Filed2026-07-17
XLC
-14.29%SELECT SECTOR SPDR TR
Shares30.3K
Event2026-06-30
Filed2026-07-17
SYF
1.17%SYNCHRONY FINANCIAL
Shares42.4K
Event2026-06-30
Filed2026-07-17
STATE STR SPDR S&P 500 ETF T
-0.87%STATE STR SPDR S&P 500 ETF T
Shares4.3K
Event2026-06-30
Filed2026-07-17
TEL
-5.70%TE CONNECTIVITY PLC
Shares15.8K
Event2026-06-30
Filed2026-07-17
ISHARES TR
-0.49%ISHARES TR
Shares4.2K
Event2026-06-30
Filed2026-07-17
VIG
-4.51%VANGUARD SPECIALIZED FUNDS
Shares13.2K
Event2026-06-30
Filed2026-07-17
LLY
3.81%ELI LILLY & CO
Shares2.6K
Event2026-06-30
Filed2026-07-17
VO
314.38%VANGUARD INDEX FDS
Shares37.8K
Event2026-06-30
Filed2026-07-17
COR
-1.09%CENCORA INC
Shares10.6K
Event2026-06-30
Filed2026-07-17
AOA
6.85%ISHARES TR
Shares29.7K
Event2026-06-30
Filed2026-07-17
TSLA
3.57%TESLA INC
Shares6.3K
Event2026-06-30
Filed2026-07-17
VFMO
13.09%VANGUARD WELLINGTON FD
Shares10.4K
Event2026-06-30
Filed2026-07-17
RAAX
3.36%VANECK ETF TRUST
Shares64.9K
Event2026-06-30
Filed2026-07-17
AIQ
-0.28%GLOBAL X FDS
Shares39.1K
Event2026-06-30
Filed2026-07-17
TXN
1.98%TEXAS INSTRS INC
Shares8.0K
Event2026-06-30
Filed2026-07-17
SHY
-81.37%ISHARES TR
Shares29.0K
Event2026-06-30
Filed2026-07-17
PALANTIR TECHNOLOGIES INC
3.14%PALANTIR TECHNOLOGIES INC
Shares19.3K
Event2026-06-30
Filed2026-07-17
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares3
Event2026-06-30
Filed2026-07-17
PG
0.43%PROCTER & GAMBLE CO
Shares15.2K
Event2026-06-30
Filed2026-07-17
IBDW
-4.39%ISHARES TR
Shares106.7K
Event2026-06-30
Filed2026-07-17
META PLATFORMS INC
135.01%META PLATFORMS INC
Shares3.9K
Event2026-06-30
Filed2026-07-17
VBK
-2.13%VANGUARD INDEX FDS
Shares6.0K
Event2026-06-30
Filed2026-07-17
ABEV
-33.87%AMBEV SA
Shares688.7K
Event2026-06-30
Filed2026-07-17
HARBOR ETF TRUST
-0.11%HARBOR ETF TRUST
Shares79.1K
Event2026-06-30
Filed2026-07-17
VBR
-2.84%VANGUARD INDEX FDS
Shares8.6K
Event2026-06-30
Filed2026-07-17
QCOM
30.03%QUALCOMM INC
Shares11.1K
Event2026-06-30
Filed2026-07-17
VWO
-2.10%VANGUARD INTL EQUITY INDEX F
Shares34.3K
Event2026-06-30
Filed2026-07-17
ASML
-12.89%ASML HLDG NV
Shares1.0K
Event2026-06-30
Filed2026-07-17
IBDX
-5.32%ISHARES TR
Shares80.5K
Event2026-06-30
Filed2026-07-17
PH
77.55%PARKER-HANNIFIN CORP
Shares2.1K
Event2026-06-30
Filed2026-07-17
IBDZ
-5.09%ISHARES TR
Shares76.3K
Event2026-06-30
Filed2026-07-17
IBCA
-5.81%ISHARES TR
Shares76.1K
Event2026-06-30
Filed2026-07-17
HD
-2.25%HOME DEPOT INC
Shares5.5K
Event2026-06-30
Filed2026-07-17
JBL
-62.17%JABIL INC
Shares5.0K
Event2026-06-30
Filed2026-07-17
MLI
-0.67%MUELLER INDS INC
Shares15.5K
Event2026-06-30
Filed2026-07-17
IBM
-1.44%INTERNATIONAL BUSINESS MACHS
Shares6.7K
Event2026-06-30
Filed2026-07-17
SAMM
1.88%ADVISORS INNER CIRCLE FD III
Shares58.4K
Event2026-06-30
Filed2026-07-17
IBDY
-5.57%ISHARES TR
Shares72.9K
Event2026-06-30
Filed2026-07-17
TIP
-3.53%ISHARES TR
Shares16.8K
Event2026-06-30
Filed2026-07-17
IWF
300.00%ISHARES TR
Shares14.5K
Event2026-06-30
Filed2026-07-17
IWM
-0.90%ISHARES TR
Shares6.0K
Event2026-06-30
Filed2026-07-17
NEXTERA ENERGY INC
-1.91%NEXTERA ENERGY INC
Shares19.8K
Event2026-06-30
Filed2026-07-17
UNP
0.24%UNION PAC CORP
Shares6.2K
Event2026-06-30
Filed2026-07-17
MGC
-1.16%VANGUARD WORLD FD
Shares6.1K
Event2026-06-30
Filed2026-07-17
BBUS
-2.72%J P MORGAN EXCHANGE TRADED F
Shares12.3K
Event2026-06-30
Filed2026-07-17
PCTY
-5.54%PAYLOCITY HLDG CORP
Shares15.4K
Event2026-06-30
Filed2026-07-17
OMFL
-4.83%INVESCO EXCH TRD SLF IDX FD
Shares23.4K
Event2026-06-30
Filed2026-07-17
HIDE
0.89%EA SERIES TRUST
Shares65.0K
Event2026-06-30
Filed2026-07-17
RSP
-7.47%INVESCO EXCHANGE TRADED FD T
Shares7.3K
Event2026-06-30
Filed2026-07-17
GGG
-18.22%GRACO INC
Shares20.4K
Event2026-06-30
Filed2026-07-17
ABBVIE INC
4.81%ABBVIE INC
Shares6.0K
Event2026-06-30
Filed2026-07-17
NEM
0.63%NEWMONT CORP
Shares16.1K
Event2026-06-30
Filed2026-07-17
LOW
-1.39%LOWES COS INC
Shares6.8K
Event2026-06-30
Filed2026-07-17
FNDF
-2.79%SCHWAB STRATEGIC TR
Shares27.3K
Event2026-06-30
Filed2026-07-17
GEV
-0.81%GE VERNOVA INC
Shares1.2K
Event2026-06-30
Filed2026-07-17
XLE
-1.45%SELECT SECTOR SPDR TR
Shares26.8K
Event2026-06-30
Filed2026-07-17
SNY
NewSANOFI SA
Shares33.2K
Event2026-06-30
Filed2026-07-17
VANGUARD INDEX FDS
7.75%VANGUARD INDEX FDS
Shares3.8K
Event2026-06-30
Filed2026-07-17
LMT
-0.44%LOCKHEED MARTIN CORP
Shares2.7K
Event2026-06-30
Filed2026-07-17
IVW
0.00%ISHARES TR
Shares10.1K
Event2026-06-30
Filed2026-07-17
RTX CORPORATION
-0.78%RTX CORPORATION
Shares7.3K
Event2026-06-30
Filed2026-07-17
DFUS
0.25%DIMENSIONAL ETF TRUST
Shares16.6K
Event2026-06-30
Filed2026-07-17
JTEK
4.17%J P MORGAN EXCHANGE TRADED F
Shares12.0K
Event2026-06-30
Filed2026-07-17
VLO
-2.33%VALERO ENERGY CORP
Shares5.1K
Event2026-06-30
Filed2026-07-17
JPME
0.00%J P MORGAN EXCHANGE TRADED F
Shares10.7K
Event2026-06-30
Filed2026-07-17
QTUM
-0.45%ETF SER SOLUTIONS
Shares8.0K
Event2026-06-30
Filed2026-07-17
IBDR
-5.02%ISHARES TR
Shares54.4K
Event2026-06-30
Filed2026-07-17
CVX
1.37%CHEVRON CORPORATION
Shares7.9K
Event2026-06-30
Filed2026-07-17
FTI
-42.69%TECHNIPFMC PLC
Shares19.7K
Event2026-06-30
Filed2026-07-17
NETFLIX INC.
-5.32%NETFLIX INC.
Shares17.9K
Event2026-06-30
Filed2026-07-17
TMO
-0.90%THERMO FISHER SCIENTIFIC INC
Shares2.5K
Event2026-06-30
Filed2026-07-17
UNITEDHEALTH GROUP INC
4.96%UNITEDHEALTH GROUP INC
Shares3.0K
Event2026-06-30
Filed2026-07-17
LAUR
4.83%LAUREATE ED INC
Shares34.0K
Event2026-06-30
Filed2026-07-17
SHV
133.56%ISHARES TR
Shares11.2K
Event2026-06-30
Filed2026-07-17
CTSH
-22.73%COGNIZANT TECHNOLOGY SOLUTIO
Shares31.7K
Event2026-06-30
Filed2026-07-17
DELL
NewDELL TECHNOLOGIES INC
Shares2.8K
Event2026-06-30
Filed2026-07-17
IBDT
-5.45%ISHARES TR
Shares47.7K
Event2026-06-30
Filed2026-07-17
CRUS
NewCIRRUS LOGIC INC
Shares8.0K
Event2026-06-30
Filed2026-07-17
SOUTHERN CO
-0.31%SOUTHERN CO
Shares12.2K
Event2026-06-30
Filed2026-07-17
MUB
-4.97%ISHARES TR
Shares10.8K
Event2026-06-30
Filed2026-07-17
HCA
7.96%HCA HEALTHCARE INC
Shares2.9K
Event2026-06-30
Filed2026-07-17
IBDS
-5.78%ISHARES TR
Shares47.3K
Event2026-06-30
Filed2026-07-17
WSM
-14.51%WILLIAMS SONOMA INC
Shares4.9K
Event2026-06-30
Filed2026-07-17
CAT
6.79%CATERPILLAR INC
Shares1.1K
Event2026-06-30
Filed2026-07-17
XLP
-61.06%SELECT SECTOR SPDR TR
Shares13.7K
Event2026-06-30
Filed2026-07-17
CLSE
0.00%TRUST FOR PROFESSIONAL MANAG
Shares33.3K
Event2026-06-30
Filed2026-07-17
CRTC
5.32%DBX ETF TR
Shares29.0K
Event2026-06-30
Filed2026-07-17
IBDU
-5.56%ISHARES TR
Shares48.8K
Event2026-06-30
Filed2026-07-17
FREEPORT MCMORAN INC
0.68%FREEPORT MCMORAN INC
Shares17.8K
Event2026-06-30
Filed2026-07-17
VT
-9.59%VANGUARD INTL EQUITY INDEX F
Shares7.1K
Event2026-06-30
Filed2026-07-17
QUANTA SVCS INC
-28.39%QUANTA SVCS INC
Shares1.5K
Event2026-06-30
Filed2026-07-17
IBDV
-5.41%ISHARES TR
Shares50.9K
Event2026-06-30
Filed2026-07-17
FTNT
3.51%FORTINET INC
Shares7.2K
Event2026-06-30
Filed2026-07-17
FDL
0.00%FIRST TR EXCHANGE-TRADED FD
Shares22.4K
Event2026-06-30
Filed2026-07-17
SEIC
NewSEI INVTS CO
Shares12.2K
Event2026-06-30
Filed2026-07-17
SUNCOR ENERGY INC NEW
-9.21%SUNCOR ENERGY INC NEW
Shares19.6K
Event2026-06-30
Filed2026-07-17
LIN
NewLINDE PLC
Shares2.0K
Event2026-06-30
Filed2026-07-17
GS
1.28%GOLDMAN SACHS GROUP INC
Shares1.0K
Event2026-06-30
Filed2026-07-17
BKNG
2297.93%BOOKING HOLDINGS INC
Shares5.8K
Event2026-06-30
Filed2026-07-17
VRSN
2.16%VERISIGN INC
Shares4.1K
Event2026-06-30
Filed2026-07-17
FAST
-0.04%FASTENAL CO
Shares21.3K
Event2026-06-30
Filed2026-07-17
DUK
1.75%DUKE ENERGY CORP NEW
Shares8.0K
Event2026-06-30
Filed2026-07-17
IDEXX LABS INC
-35.73%IDEXX LABS INC
Shares1.9K
Event2026-06-30
Filed2026-07-17
MOAT
-2.43%VANECK ETF TRUST
Shares9.5K
Event2026-06-30
Filed2026-07-17
MCD
1.80%MCDONALDS CORP
Shares3.6K
Event2026-06-30
Filed2026-07-17
USB
-6.41%US BANCORP
Shares15.9K
Event2026-06-30
Filed2026-07-17
AEE
0.29%AMEREN CORP
Shares8.4K
Event2026-06-30
Filed2026-07-17
SMLL
-34.64%HARBOR ETF TRUST
Shares44.2K
Event2026-06-30
Filed2026-07-17
HLN
-34.72%HALEON PLC
Shares98.6K
Event2026-06-30
Filed2026-07-17
GLD
0.00%SPDR GOLD TR
Shares2.5K
Event2026-06-30
Filed2026-07-17
FIX
NewCOMFORT SYS USA INC
Shares463
Event2026-06-30
Filed2026-07-17
DOMINION ENERGY INC
1.14%DOMINION ENERGY INC
Shares13.4K
Event2026-06-30
Filed2026-07-17
XLY
-0.19%SELECT SECTOR SPDR TR
Shares7.7K
Event2026-06-30
Filed2026-07-17
MEDP
5.40%MEDPACE HLDGS INC
Shares1.7K
Event2026-06-30
Filed2026-07-17
IWD
-3.27%ISHARES TR
Shares3.6K
Event2026-06-30
Filed2026-07-17
VZ
-1.30%VERIZON COMMUNICATIONS INC
Shares20.2K
Event2026-06-30
Filed2026-07-17
KEYS
1.03%KEYSIGHT TECHNOLOGIES INC
Shares2.4K
Event2026-06-30
Filed2026-07-17
SKYY
4.76%FIRST TR EXCHANGE-TRADED FD
Shares6.3K
Event2026-06-30
Filed2026-07-17
SFLR
-1.69%INNOVATOR ETFS TRUST
Shares21.5K
Event2026-06-30
Filed2026-07-17
VYM
-4.60%VANGUARD WHITEHALL FDS
Shares5.1K
Event2026-06-30
Filed2026-07-17
VTEB
-0.06%VANGUARD MUN BD FDS
Shares16.0K
Event2026-06-30
Filed2026-07-17
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares3.4K
Event2026-06-30
Filed2026-07-17
APD
-0.19%AIR PRODUCTS AND CHEMICALS I
Shares2.6K
Event2026-06-30
Filed2026-07-17
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares3.4K
Event2026-06-30
Filed2026-07-17
DFAS
-27.35%DIMENSIONAL ETF TRUST
Shares9.1K
Event2026-06-30
Filed2026-07-17
XLV
-0.82%SELECT SECTOR SPDR TR
Shares4.7K
Event2026-06-30
Filed2026-07-17
QQQ
0.00%INVESCO QQQ TR
Shares997
Event2026-06-30
Filed2026-07-17
CMI
-5.63%CUMMINS INC
Shares1.0K
Event2026-06-30
Filed2026-07-17
ATGE
3.59%COVISTA INC
Shares5.8K
Event2026-06-30
Filed2026-07-17
ORACLE CORP
5.51%ORACLE CORP
Shares4.9K
Event2026-06-30
Filed2026-07-17
VRT
12.71%VERTIV HOLDINGS CO
Shares2.1K
Event2026-06-30
Filed2026-07-17
EXEL
NewEXELIXIS INC
Shares13.0K
Event2026-06-30
Filed2026-07-17
DTCR
5.86%GLOBAL X FDS
Shares23.2K
Event2026-06-30
Filed2026-07-17
VST
34.28%VISTRA CORP
Shares4.4K
Event2026-06-30
Filed2026-07-17
IAU
180.15%ISHARES GOLD TR
Shares9.0K
Event2026-06-30
Filed2026-07-17
MCK
-39.93%MCKESSON CORP
Shares904
Event2026-06-30
Filed2026-07-17
AWK
-7.47%AMERICAN WTR WKS CO INC NEW
Shares5.2K
Event2026-06-30
Filed2026-07-17
ESGU
0.00%ISHARES TR
Shares4.1K
Event2026-06-30
Filed2026-07-17
AIRR
4.05%FIRST TR EXCHANGE TRADED FD
Shares5.0K
Event2026-06-30
Filed2026-07-17
ET
-1.42%ENERGY TRANSFER L P
Shares34.7K
Event2026-06-30
Filed2026-07-17
SUB
-8.17%ISHARES TR
Shares6.2K
Event2026-06-30
Filed2026-07-17
SSNC
-3.53%SS&C TECH HLDGS
Shares10.6K
Event2026-06-30
Filed2026-07-17
REGN
0.48%REGENERON PHARMACEUTICALS
Shares1.0K
Event2026-06-30
Filed2026-07-17
TROW
NewPRICE T ROWE GROUP INC
Shares5.7K
Event2026-06-30
Filed2026-07-17
ACWI
0.00%ISHARES TR
Shares4.1K
Event2026-06-30
Filed2026-07-17
ADI
-6.76%ANALOG DEVICES INC
Shares1.6K
Event2026-06-30
Filed2026-07-17
CCL
NewCARNIVAL CORP LTD
Shares22.2K
Event2026-06-30
Filed2026-07-17
BOTZ
5.05%GLOBAL X FDS
Shares16.2K
Event2026-06-30
Filed2026-07-17
XLI
0.00%SELECT SECTOR SPDR TR
Shares3.3K
Event2026-06-30
Filed2026-07-17
ALNYLAM PHARMACEUTICALS INC
-0.83%ALNYLAM PHARMACEUTICALS INC
Shares2.0K
Event2026-06-30
Filed2026-07-17
FINX
6.51%GLOBAL X FDS
Shares23.9K
Event2026-06-30
Filed2026-07-17
PCAR
-1.28%PACCAR INC
Shares4.9K
Event2026-06-30
Filed2026-07-17
PAYC
1.06%PAYCOM SOFTWARE INC
Shares4.7K
Event2026-06-30
Filed2026-07-17
VPU
0.67%VANGUARD WORLD FD
Shares3.0K
Event2026-06-30
Filed2026-07-17
PTC
4.73%PTC INC
Shares5.1K
Event2026-06-30
Filed2026-07-17
PBE
6.74%INVESCO EXCHANGE TRADED FD T
Shares6.3K
Event2026-06-30
Filed2026-07-17
ERY
NewDIREXION SHARES ETF TRUST
Shares42.8K
Event2026-06-30
Filed2026-07-17
BANCO SANTANDER SA
-56.23%BANCO SANTANDER SA
Shares40.4K
Event2026-06-30
Filed2026-07-17
UBER
-1.31%UBER TECHNOLOGIES INC
Shares7.7K
Event2026-06-30
Filed2026-07-17
SPACE EXPLORATION TECHN CORP
NewSPACE EXPLORATION TECHN CORP
Shares3.2K
Event2026-06-30
Filed2026-07-17
VOT
0.00%VANGUARD INDEX FDS
Shares1.8K
Event2026-06-30
Filed2026-07-17
UTHR
NewUNITED THERAPEUTICS CORP DEL
Shares1.0K
Event2026-06-30
Filed2026-07-17
PEP
-5.23%PEPSICO INC
Shares4.0K
Event2026-06-30
Filed2026-07-17
VBIL
NewVANGUARD INSTL INDEX FD
Shares7.1K
Event2026-06-30
Filed2026-07-17
AOR
-1.34%ISHARES TR
Shares7.6K
Event2026-06-30
Filed2026-07-17
VOO
0.00%VANGUARD INDEX FDS
Shares761
Event2026-06-30
Filed2026-07-17
ALAB
NewASTERA LABS INC
Shares1.0K
Event2026-06-30
Filed2026-07-17
FLGB
-65.06%FRANKLIN TEMPLETON ETF TR
Shares14.3K
Event2026-06-30
Filed2026-07-17
SHLD
7.43%GLOBAL X FDS
Shares8.4K
Event2026-06-30
Filed2026-07-17
UPS
1.28%UNITED PARCEL SVCS INC
Shares4.7K
Event2026-06-30
Filed2026-07-17
AEROVIRONMENT INC
-0.07%AEROVIRONMENT INC
Shares3.0K
Event2026-06-30
Filed2026-07-17
FHI
-72.70%FEDERATED HERMES INC
Shares9.0K
Event2026-06-30
Filed2026-07-17
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares2.7K
Event2026-06-30
Filed2026-07-17
BAC
12.57%BANK OF AMER CORP
Shares8.7K
Event2026-06-30
Filed2026-07-17
PATH
0.31%UIPATH INC
Shares45.0K
Event2026-06-30
Filed2026-07-17
KO
6.51%COCA COLA CO
Shares6.0K
Event2026-06-30
Filed2026-07-17
SNA
-2.89%SNAP ON INC
Shares1.2K
Event2026-06-30
Filed2026-07-17
PM
13.22%PHILIP MORRIS INTL INC
Shares2.7K
Event2026-06-30
Filed2026-07-17
EMR
2.69%EMERSON ELEC CO
Shares3.3K
Event2026-06-30
Filed2026-07-17
SOFI
0.25%SOFI TECHNOLOGIES INC
Shares26.4K
Event2026-06-30
Filed2026-07-17
SNOWFLAKE INC
0.93%SNOWFLAKE INC
Shares1.8K
Event2026-06-30
Filed2026-07-17
GE
21.36%GE AEROSPACE
Shares1.3K
Event2026-06-30
Filed2026-07-17
INTC
-85.23%INTEL CORP
Shares3.3K
Event2026-06-30
Filed2026-07-17
BBVA
-74.21%BANCO BILBAO VIZCAYA ARGENTA
Shares18.4K
Event2026-06-30
Filed2026-07-17
ASTS
-37.36%AST SPACEMOBILE INC
Shares5.1K
Event2026-06-30
Filed2026-07-17
BUG
6.16%GLOBAL X FDS
Shares11.8K
Event2026-06-30
Filed2026-07-17
PROSHARES TR II
NewPROSHARES TR II
Shares18.0K
Event2026-06-30
Filed2026-07-17
EEM
0.00%ISHARES TR
Shares6.5K
Event2026-06-30
Filed2026-07-17
FN
-11.16%FABRINET
Shares788
Event2026-06-30
Filed2026-07-17
TCV
-12.78%EA SERIES TRUST
Shares13.8K
Event2026-06-30
Filed2026-07-17
PFE
-1.02%PFIZER INC
Shares18.4K
Event2026-06-30
Filed2026-07-17
URA
6.05%GLOBAL X FDS
Shares10.1K
Event2026-06-30
Filed2026-07-17
DIS
-4.97%DISNEY WALT CO
Shares4.6K
Event2026-06-30
Filed2026-07-17
JEPI
8.45%J P MORGAN EXCHANGE TRADED F
Shares7.8K
Event2026-06-30
Filed2026-07-17
ECL
-0.38%ECOLAB INC
Shares1.6K
Event2026-06-30
Filed2026-07-17
AJG
2.35%GALLAGHER ARTHUR J & CO
Shares1.9K
Event2026-06-30
Filed2026-07-17
VOYG
NewVOYAGER TECHNOLOGIES INC
Shares13.1K
Event2026-06-30
Filed2026-07-17
WFC
-59.38%WELLS FARGO & CO
Shares5.1K
Event2026-06-30
Filed2026-07-17
SOLS
0.74%SOLSTICE ADVANCED MATLS INC
Shares4.7K
Event2026-06-30
Filed2026-07-17
CIBR
-0.09%FIRST TR EXCHANGE-TRADED FD
Shares4.6K
Event2026-06-30
Filed2026-07-17
HERO
5.89%GLOBAL X FDS
Shares16.1K
Event2026-06-30
Filed2026-07-17
WASTE MGMT INC DEL
0.73%WASTE MGMT INC DEL
Shares1.8K
Event2026-06-30
Filed2026-07-17
PAVE
5.98%GLOBAL X FDS
Shares6.7K
Event2026-06-30
Filed2026-07-17
MUNI
0.00%PIMCO ETF TR
Shares7.5K
Event2026-06-30
Filed2026-07-17
TGT
0.97%TARGET CORP
Shares3.0K
Event2026-06-30
Filed2026-07-17
ARK ETF TR
0.25%ARK ETF TR
Shares4.8K
Event2026-06-30
Filed2026-07-17
WDC
NewWESTERN DIGITAL CORP
Shares601
Event2026-06-30
Filed2026-07-17
INOD
-28.57%INNODATA INC
Shares5.0K
Event2026-06-30
Filed2026-07-17
AMGN
-1.52%AMGEN INC
Shares1.0K
Event2026-06-30
Filed2026-07-17
DHR
-1.36%DANAHER CORP DEL
Shares2.0K
Event2026-06-30
Filed2026-07-17
IQV
-6.11%IQVIA HLDGS INC
Shares1.9K
Event2026-06-30
Filed2026-07-17
ADM
-0.52%ARCHER DANIELS MIDLAND CO
Shares4.8K
Event2026-06-30
Filed2026-07-17
JMST
-0.12%J P MORGAN EXCHANGE TRADED F
Shares6.9K
Event2026-06-30
Filed2026-07-17
ASAN
-0.27%ASANA INC
Shares50.0K
Event2026-06-30
Filed2026-07-17
BLK
-3.20%BLACKROCK INC
Shares363
Event2026-06-30
Filed2026-07-17
XT
-9.15%ISHARES TR
Shares4.2K
Event2026-06-30
Filed2026-07-17
ALGM
NewALLEGRO MICROSYSTEMS INC
Shares5.0K
Event2026-06-30
Filed2026-07-17
VXUS
0.00%VANGUARD STAR FDS
Shares4.0K
Event2026-06-30
Filed2026-07-17
TPR
0.13%TAPESTRY INC
Shares2.3K
Event2026-06-30
Filed2026-07-17
DE
-0.19%DEERE & CO
Shares531
Event2026-06-30
Filed2026-07-17
QUAL
0.00%ISHARES TR
Shares1.5K
Event2026-06-30
Filed2026-07-17
RECS
-0.69%COLUMBIA ETF TR I
Shares7.7K
Event2026-06-30
Filed2026-07-17
RF
1.62%REGIONS FINANCIAL CORP NEW
Shares11.0K
Event2026-06-30
Filed2026-07-17
EPD
0.00%ENTERPRISE PRODS PARTNERS L
Shares9.0K
Event2026-06-30
Filed2026-07-17
TTD
NewTHE TRADE DESK INC
Shares18.0K
Event2026-06-30
Filed2026-07-17
COIN
0.00%COINBASE GLOBAL INC
Shares2.2K
Event2026-06-30
Filed2026-07-17
OUST
NewOUSTER INC
Shares5.1K
Event2026-06-30
Filed2026-07-17
IVE
0.00%ISHARES TR
Shares1.4K
Event2026-06-30
Filed2026-07-17
C
11.79%CITIGROUP INC
Shares2.3K
Event2026-06-30
Filed2026-07-17
VIS
0.00%VANGUARD WORLD FD
Shares867
Event2026-06-30
Filed2026-07-17
AOM
-1.02%ISHARES TR
Shares6.2K
Event2026-06-30
Filed2026-07-17
IJR
-0.24%ISHARES TR
Shares2.1K
Event2026-06-30
Filed2026-07-17
IWR
0.25%ISHARES TR
Shares2.8K
Event2026-06-30
Filed2026-07-17
OKE
7.27%ONEOK INC NEW
Shares3.4K
Event2026-06-30
Filed2026-07-17
T
-6.00%AT&T INC
Shares14.3K
Event2026-06-30
Filed2026-07-17
CLSK
0.11%CLEANSPARK INC
Shares20.3K
Event2026-06-30
Filed2026-07-17
CBOE
-4.80%CBOE GLOBAL MKTS INC
Shares1.2K
Event2026-06-30
Filed2026-07-17
EFA
-0.72%ISHARES TR
Shares2.8K
Event2026-06-30
Filed2026-07-17
ETN
8.78%EATON CORP PLC
Shares669
Event2026-06-30
Filed2026-07-17
RSG
-3.71%REPUBLIC SVCS INC
Shares1.3K
Event2026-06-30
Filed2026-07-17
ADP
5.07%AUTOMATIC DATA PROCESSING IN
Shares1.2K
Event2026-06-30
Filed2026-07-17
PNC
6.11%PNC FINL SVCS GROUP INC
Shares1.1K
Event2026-06-30
Filed2026-07-17
BSV
-3.09%VANGUARD BD INDEX FDS
Shares3.4K
Event2026-06-30
Filed2026-07-17
CX
-9.11%CEMEX SA EURO MTN BE 144A
Shares22.0K
Event2026-06-30
Filed2026-07-17
IBMR
-22.18%ISHARES TR
Shares10.4K
Event2026-06-30
Filed2026-07-17
NRG
-11.96%NRG ENERGY INC
Shares1.8K
Event2026-06-30
Filed2026-07-17
INCO
6.56%COLUMBIA ETF TR II
Shares4.4K
Event2026-06-30
Filed2026-07-17
INTU
-15.26%INTUIT
Shares994
Event2026-06-30
Filed2026-07-17
PAA
0.00%PLAINS ALL AMERN PIPELINE L
Shares11.6K
Event2026-06-30
Filed2026-07-17
APPLOVIN CORP
NewAPPLOVIN CORP
Shares500
Event2026-06-30
Filed2026-07-17
CTA
-4.75%SIMPLIFY EXCHANGE TRADED FUN
Shares9.9K
Event2026-06-30
Filed2026-07-17
NVO
NewNOVO-NORDISK A S
Shares5.4K
Event2026-06-30
Filed2026-07-17
EXPE
NewEXPEDIA GROUP INC
Shares995
Event2026-06-30
Filed2026-07-17
SHOP
0.00%SHOPIFY INC
Shares2.2K
Event2026-06-30
Filed2026-07-17
IBMQ
-23.69%ISHARES TR
Shares9.7K
Event2026-06-30
Filed2026-07-17
CBSH
0.21%COMMERCE BANCSHARES INC
Shares4.3K
Event2026-06-30
Filed2026-07-17
CLOU
0.00%GLOBAL X FDS
Shares10.8K
Event2026-06-30
Filed2026-07-17
ABT
17.18%ABBOTT LABORATORIES
Shares2.7K
Event2026-06-30
Filed2026-07-17
DGIN
7.86%VANECK ETF TRUST
Shares7.0K
Event2026-06-30
Filed2026-07-17
IBMP
-23.46%ISHARES TR
Shares9.4K
Event2026-06-30
Filed2026-07-17
IBMO
-23.28%ISHARES TR
Shares9.2K
Event2026-06-30
Filed2026-07-17
WES
0.00%WESTERN MIDSTREAM PARTNERS L
Shares5.4K
Event2026-06-30
Filed2026-07-17
PLD
-18.64%PROLOGIS INC.
Shares1.7K
Event2026-06-30
Filed2026-07-17
SMMU
0.72%PIMCO ETF TR
Shares4.6K
Event2026-06-30
Filed2026-07-17
MPLX
0.00%MPLX LP
Shares4.1K
Event2026-06-30
Filed2026-07-17
AEP
-0.77%AMERICAN ELEC PWR CO INC
Shares1.7K
Event2026-06-30
Filed2026-07-17
CRM
-46.80%SALESFORCE INC
Shares1.5K
Event2026-06-30
Filed2026-07-17
VOX
0.00%VANGUARD WORLD FD
Shares1.2K
Event2026-06-30
Filed2026-07-17
SIHY
-1.50%HARBOR ETF TRUST
Shares4.9K
Event2026-06-30
Filed2026-07-17
IBMS
-18.72%ISHARES TR
Shares8.6K
Event2026-06-30
Filed2026-07-17
IBMT
NewISHARES TR
Shares8.5K
Event2026-06-30
Filed2026-07-17
VCSH
4.69%VANGUARD SCOTTSDALE FDS
Shares2.8K
Event2026-06-30
Filed2026-07-17
LMB
-0.03%LIMBACH HLDGS INC
Shares2.9K
Event2026-06-30
Filed2026-07-17
ING
-9.82%ING GROEP N.V.
Shares6.9K
Event2026-06-30
Filed2026-07-17
ALV
-2.70%AUTOLIV INC
Shares1.9K
Event2026-06-30
Filed2026-07-17
MS
NewMORGAN STANLEY
Shares1.0K
Event2026-06-30
Filed2026-07-17
COP
-10.17%CONOCOPHILLIPS
Shares2.1K
Event2026-06-30
Filed2026-07-17
IJH
NewISHARES TR
Shares2.7K
Event2026-06-30
Filed2026-07-17
PPG
NewPPG INDS INC
Shares1.7K
Event2026-06-30
Filed2026-07-17
USMV
NewISHARES TR
Shares2.1K
Event2026-06-30
Filed2026-07-17
CEG
0.24%CONSTELLATION ENERGY CORP
Shares832
Event2026-06-30
Filed2026-07-17
GEM
NewGOLDMAN SACHS ETF TR
Shares3.9K
Event2026-06-30
Filed2026-07-17
NUVEEN QUALITY MUNCP INCOME
0.00%NUVEEN QUALITY MUNCP INCOME
Shares16.6K
Event2026-06-30
Filed2026-07-17
QBTS
NewD-WAVE QUANTUM INC
Shares8.3K
Event2026-06-30
Filed2026-07-17
PBR
-3.72%PETROLEO BRASILEIRO S A
Shares10.3K
Event2026-06-30
Filed2026-07-17
POET
NewPOET TECHNOLOGIES INC
Shares10.0K
Event2026-06-30
Filed2026-07-17
SERV
0.00%SERVE ROBOTICS INC
Shares10.2K
Event2026-06-30
Filed2026-07-17
SOUN
0.65%SOUNDHOUND AI INC
Shares10.1K
Event2026-06-30
Filed2026-07-17
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available