Sponsored

The Analysis of Aries Wealth Management's Holdings & P&L

Currently, Aries Wealth Management holds 242 types of securities in its portfolio with a total value $509.3M. In the most recent quarter, they have increased their positions in VUG (+218.6K shares, valued at $18.8M), VO (+147.2K shares, valued at $11.9M), SGOV (+51.3K shares, valued at $5.2M); decreased their positions in N/A (-2.0K shares, valued at $374.0K), RKLB (-3.4K shares, valued at $345.6K), CI (-1.1K shares, valued at $289.5K); initiated new positions in PANW (+1.4K shares, valued at $477.4K), N/A (+500 shares, valued at $381.6K), N/A (+1.5K shares, valued at $343.2K).

1M P&L

+9.2M+2.32%

3M P&L

-7.4M-1.79%

HY P&L

-131.9M-24.57%

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/A230.8M

54.9%

2Consumer Electronics25.0M

5.9%

3Farm & Heavy Construction Machinery18.9M

4.5%

Top Industries by Stock Count

1N/A79 stocks

39.3%

2Biotechnology7 stocks

3.5%

3Specialty Industrial Machinery7 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC86.3K shares-0.01%2026-06-302026-07-24

VUG VANGUARD INDEX FDS260.8K shares518.31%2026-06-302026-07-24

EFA ISHARES TR209.4K shares6.49%2026-06-302026-07-24

VB VANGUARD INDEX FDS66.6K shares1.70%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T26.5K shares2.28%2026-06-302026-07-24

CAT CATERPILLAR INC17.5K shares-0.37%2026-06-302026-07-24

VO VANGUARD INDEX FDS195.0K shares307.53%2026-06-302026-07-24

SGOV ISHARES TR142.0K shares56.51%2026-06-302026-07-24

Sponsored

EEM ISHARES TR202.5K shares2.46%2026-06-302026-07-24

MSFT MICROSOFT CORP35.6K shares-0.76%2026-06-302026-07-24

GOOGL ALPHABET INC32.7K shares-0.01%2026-06-302026-07-24

AMZN AMAZON COM INC43.4K shares-0.41%2026-06-302026-07-24

VTV VANGUARD INDEX FDS47.3K shares7.24%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS20.0K shares-0.29%2026-06-302026-07-24

SDY SPDR SERIES TRUST48.5K shares-2.41%2026-06-302026-07-24

IWV ISHARES TR15.3K shares0.00%2026-06-302026-07-24

Sponsored

JNJ JOHNSON & JOHNSON25.4K shares-0.20%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC11.0K shares-0.09%2026-06-302026-07-24

WMT WALMART INC54.3K shares-0.03%2026-06-302026-07-24

PXH INVESCO EXCH TRADED FD TR II215.6K shares0.00%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO17.4K shares-0.14%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP41.4K shares-0.24%2026-06-302026-07-24

SHY ISHARES TR67.1K shares6.30%2026-06-302026-07-24

HD HOME DEPOT INC14.8K shares-0.86%2026-06-302026-07-24

Sponsored

GLD SPDR GOLD TR14.1K shares0.52%2026-06-302026-07-24

QUAL ISHARES TR23.6K shares-0.41%2026-06-302026-07-24

LLY ELI LILLY & CO4.1K shares1.27%2026-06-302026-07-24

DGRW WISDOMTREE TR48.2K shares-0.96%2026-06-302026-07-24

VISA INC VISA INC13.0K shares-0.99%2026-06-302026-07-24

VCIT VANGUARD SCOTTSDALE FDS53.0K shares12.38%2026-06-302026-07-24

FLRN SPDR SERIES TRUST123.6K shares-2.06%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.0K shares0.00%2026-06-302026-07-24

Sponsored

ACWI ISHARES TR22.3K shares1.03%2026-06-302026-07-24

MRK MERCK & CO INC25.5K shares-0.07%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS11.5K shares0.87%2026-06-302026-07-24

ISHARES TR ISHARES TR31.0K shares14.75%2026-06-302026-07-24

ABBVIE INC ABBVIE INC11.7K shares-4.09%2026-06-302026-07-24

PG PROCTER & GAMBLE CO20.1K shares-1.48%2026-06-302026-07-24

VANECK ETF TRUST VANECK ETF TRUST38.6K shares3.21%2026-06-302026-07-24

QQQ INVESCO QQQ TR3.8K shares8.85%2026-06-302026-07-24

Sponsored

USMV ISHARES TR28.9K shares-1.43%2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL12.3K shares0.00%2026-06-302026-07-24

VOO VANGUARD INDEX FDS4.0K shares7.31%2026-06-302026-07-24

IGSB ISHARES TR49.3K shares-2.85%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F42.9K shares-3.70%2026-06-302026-07-24

CHUBB LIMITED CHUBB LIMITED7.4K shares-0.32%2026-06-302026-07-24

KLAC KLA CORP8.2K shares900.00%2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC4.7K shares-3.02%2026-06-302026-07-24

Sponsored

GE GE AEROSPACE6.0K shares-8.02%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS31.0K shares0.00%2026-06-302026-07-24

TJX TJX COS INC NEW14.4K shares0.00%2026-06-302026-07-24

GEV GE VERNOVA INC1.8K shares0.00%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION10.6K shares-0.11%2026-06-302026-07-24

JPST J P MORGAN EXCHANGE TRADED F39.1K shares13.00%2026-06-302026-07-24

TXN TEXAS INSTRS INC6.5K shares-0.09%2026-06-302026-07-24

PEP PEPSICO INC14.2K shares-2.26%2026-06-302026-07-24

Sponsored

VTIP VANGUARD MALVERN FDS37.1K shares3.59%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC15.6K shares0.00%2026-06-302026-07-24

GOOG ALPHABET INC4.9K shares0.00%2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS21.7K shares-4.41%2026-06-302026-07-24

PXF INVESCO EXCH TRADED FD TR II22.3K shares-2.69%2026-06-302026-07-24

BTC GRAYSCALE BITCOIN MINI TR ET64.5K shares1.32%2026-06-302026-07-24

IDEXX LABS INC IDEXX LABS INC3.2K shares-0.75%2026-06-302026-07-24

ABT ABBOTT LABORATORIES18.3K shares-0.14%2026-06-302026-07-24

Sponsored

NVDA NVIDIA CORPORATION8.3K shares0.00%2026-06-302026-07-24

BSV VANGUARD BD INDEX FDS21.2K shares24.33%2026-06-302026-07-24

ITW ILLINOIS TOOL WKS INC6.1K shares-0.36%2026-06-302026-07-24

VEU VANGUARD INTL EQUITY INDEX F19.5K shares0.00%2026-06-302026-07-24

CVX CHEVRON CORPORATION9.6K shares-0.02%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL3.2K shares-1.18%2026-06-302026-07-24

ADP AUTOMATIC DATA PROCESSING IN7.1K shares-6.99%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS6.7K shares-0.83%2026-06-302026-07-24

Sponsored

MCD MCDONALDS CORP5.8K shares-0.03%2026-06-302026-07-24

INTC INTEL CORP11.1K shares0.00%2026-06-302026-07-24

BROADCOM INC BROADCOM INC4.1K shares0.00%2026-06-302026-07-24

BLK BLACKROCK INC1.6K shares0.00%2026-06-302026-07-24

ISHARES TR ISHARES TR15.6K shares0.00%2026-06-302026-07-24

ETH GRAYSCALE ETHEREUM STAKING100.4K shares6.46%2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR28.1K shares-2.09%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR7.5K shares-0.58%2026-06-302026-07-24

Sponsored

JMST J P MORGAN EXCHANGE TRADED F27.4K shares-13.08%2026-06-302026-07-24

UNP UNION PAC CORP5.0K shares-0.98%2026-06-302026-07-24

RKLB ROCKET LAB CORP13.1K shares-20.64%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T6.0K shares-3.25%2026-06-302026-07-24

CL COLGATE PALMOLIVE CO13.7K shares-0.12%2026-06-302026-07-24

INDB INDEPENDENT BK CORP MASS14.9K shares0.00%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC14.1K shares0.00%2026-06-302026-07-24

GDLC GRAYSCALE COINDESK CRYPTO46.1K shares66.08%2026-06-302026-07-24

Sponsored

LIN LINDE PLC2.3K shares-0.04%2026-06-302026-07-24

ACWX ISHARES TR15.4K shares0.00%2026-06-302026-07-24

UBER UBER TECHNOLOGIES INC16.2K shares8.71%2026-06-302026-07-24

VGK VANGUARD INTL EQUITY INDEX F12.5K shares0.00%2026-06-302026-07-24

VXF VANGUARD INDEX FDS4.5K shares2.33%2026-06-302026-07-24

LRCX LAM RESEARCH CORP2.5K shares0.00%2026-06-302026-07-24

MUB ISHARES TR10.1K shares0.00%2026-06-302026-07-24

CTA SIMPLIFY EXCHANGE TRADED FUN39.9K shares3.51%2026-06-302026-07-24

Sponsored

ISHARES TR ISHARES TR1.4K shares38.81%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.9K shares0.00%2026-06-302026-07-24

LOW LOWES COS INC4.5K shares0.00%2026-06-302026-07-24

KO COCA COLA CO12.2K shares-0.15%2026-06-302026-07-24

AXSM AXSOME THERAPEUTICS INC.4.0K shares0.00%2026-06-302026-07-24

FBTC FIDELITY WISE ORIGIN BITCOIN19.1K shares-0.27%2026-06-302026-07-24

KOD KODIAK SCIENCES INC25.0K shares0.00%2026-06-302026-07-24

SERVICENOW INC SERVICENOW INC9.8K shares23.08%2026-06-302026-07-24

Sponsored

MNST MONSTER BEVERAGE CORP NEW9.7K shares0.00%2026-06-302026-07-24

MCK MCKESSON CORP1.2K shares0.00%2026-06-302026-07-24

EMR EMERSON ELEC CO6.2K shares0.00%2026-06-302026-07-24

3M CO 3M CO5.5K shares-1.80%2026-06-302026-07-24

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC2.7K shares0.00%2026-06-302026-07-24

ETN EATON CORP PLC2.0K shares0.00%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.12.1K shares29.92%2026-06-302026-07-24

AEM AGNICO EAGLE MINES LTD5.5K shares0.00%2026-06-302026-07-24

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC4.5K shares-1.64%2026-06-302026-07-24

WSM WILLIAMS SONOMA INC3.6K shares0.00%2026-06-302026-07-24

KKR KKR & CO INC8.9K shares0.00%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC1.9K shares0.00%2026-06-302026-07-24

STT STATE STR CORP4.8K shares0.00%2026-06-302026-07-24

SUSL ISHARES TR6.1K shares0.00%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO2.1K shares0.00%2026-06-302026-07-24

PFE PFIZER INC29.2K shares-2.01%2026-06-302026-07-24

Sponsored

DIS DISNEY WALT CO7.3K shares0.00%2026-06-302026-07-24

XLV SELECT SECTOR SPDR TR4.4K shares-1.13%2026-06-302026-07-24

SHV ISHARES TR6.0K shares6.15%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC644 shares0.00%2026-06-302026-07-24

IEMG ISHARES INC7.7K shares0.00%2026-06-302026-07-24

HUBB HUBBELL INC1.2K shares0.00%2026-06-302026-07-24

GBTC GRAYSCALE BITCOIN TRUST ETF13.7K shares0.00%2026-06-302026-07-24

BMY BRISTOL-MYERS SQUIBB CO10.8K shares-0.08%2026-06-302026-07-24

Sponsored

MMC MARSH & MCLENNAN COS INC3.7K shares0.00%2026-06-302026-07-24

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V2.2K shares0.00%2026-06-302026-07-24

IWF ISHARES TR4.8K shares300.00%2026-06-302026-07-24

SHEL SHELL PLC7.7K shares-3.64%2026-06-302026-07-24

MDLZ MONDELEZ INTL INC10.1K shares2.16%2026-06-302026-07-24

XLF SELECT SECTOR SPDR TR10.9K shares-17.51%2026-06-302026-07-24

TTE TOTALENERGIES SE7.4K shares0.00%2026-06-302026-07-24

PI IMPINJ INC4.0K shares0.00%2026-06-302026-07-24

Sponsored

KOMP SPDR SERIES TRUST8.0K shares1.52%2026-06-302026-07-24

TDIV FIRST TR EXCHANGE TRADED FD5.0K shares0.00%2026-06-302026-07-24

URI UNITED RENTALS INC500 shares0.00%2026-06-302026-07-24

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.5K shares-12.06%2026-06-302026-07-24

BND VANGUARD BD INDEX FDS7.7K shares0.00%2026-06-302026-07-24

ORACLE CORP ORACLE CORP3.8K shares-2.21%2026-06-302026-07-24

TMUS T-MOBILE US INC3.3K shares0.00%2026-06-302026-07-24

IAU ISHARES GOLD TR7.2K shares5.64%2026-06-302026-07-24

Sponsored

IJH ISHARES TR7.1K shares0.00%2026-06-302026-07-24

RNR RENAISSANCERE HLDGS LTD1.7K shares0.00%2026-06-302026-07-24

CRM SALESFORCE INC3.4K shares24.37%2026-06-302026-07-24

EFAV ISHARES TR6.0K shares2.57%2026-06-302026-07-24

EEMV ISHARES INC6.8K shares-0.62%2026-06-302026-07-24

NUE NUCOR CORP2.3K shares0.00%2026-06-302026-07-24

UNM UNUM GROUP5.7K shares0.00%2026-06-302026-07-24

FTSM FIRST TR EXCHANGE-TRADED FD8.5K shares0.00%2026-06-302026-07-24

Sponsored

PSX PHILLIPS 663.0K shares0.00%2026-06-302026-07-24

PTC PTC INC4.4K shares0.20%2026-06-302026-07-24

AMERIPRISE FINL INC AMERIPRISE FINL INC1.1K shares0.00%2026-06-302026-07-24

RPG INVESCO EXCHANGE TRADED FD T7.5K shares0.00%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC1.4K sharesnew addition2026-06-302026-07-24

CI THE CIGNA GROUP1.7K shares-37.81%2026-06-302026-07-24

FDX FEDEX CORP1.5K shares0.00%2026-06-302026-07-24

ISRG INTUITIVE SURGICAL INC1.2K shares1.76%2026-06-302026-07-24

Sponsored

VGSH VANGUARD SCOTTSDALE FDS7.9K shares0.00%2026-06-302026-07-24

HIG HARTFORD INSURANCE GROUP INC3.5K shares0.00%2026-06-302026-07-24

ORLY OREILLY AUTOMOTIVE INC5.0K shares0.00%2026-06-302026-07-24

PH PARKER-HANNIFIN CORP464 shares0.00%2026-06-302026-07-24

ECL ECOLAB INC1.5K shares0.00%2026-06-302026-07-24

DHR DANAHER CORP DEL2.3K shares0.00%2026-06-302026-07-24

TAN INVESCO EXCH TRADED FD TR II7.2K shares4.74%2026-06-302026-07-24

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION3.7K shares0.00%2026-06-302026-07-24

Sponsored

VGIT VANGUARD SCOTTSDALE FDS7.0K shares0.00%2026-06-302026-07-24

IGM ISHARES TR2.5K shares0.00%2026-06-302026-07-24

XNTK SPDR SERIES TRUST1.0K shares-16.67%2026-06-302026-07-24

AFL AFLAC INC3.3K shares-2.20%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC500 sharesnew addition2026-06-302026-07-24

LMT LOCKHEED MARTIN CORP748 shares0.00%2026-06-302026-07-24

IEI ISHARES TR3.2K shares0.00%2026-06-302026-07-24

COP CONOCOPHILLIPS3.6K shares-1.67%2026-06-302026-07-24

Sponsored

CRS CARPENTER TECHNOLOGY CORP614 shares0.00%2026-06-302026-07-24

QUANTA SVCS INC QUANTA SVCS INC521 shares0.00%2026-06-302026-07-24

XBI SPDR SERIES TRUST2.4K shares-14.49%2026-06-302026-07-24

ETHE GRAYSCALE ETHEREUM STAKING E29.0K shares-11.94%2026-06-302026-07-24

QARP DBX ETF TR5.6K shares0.00%2026-06-302026-07-24

SNPS SYNOPSYS INC817 shares9.22%2026-06-302026-07-24

IJR ISHARES TR2.4K shares0.00%2026-06-302026-07-24

WMB WILLIAMS COS INC4.8K shares0.00%2026-06-302026-07-24

Sponsored

MS MORGAN STANLEY1.7K shares0.00%2026-06-302026-07-24

EASG DBX ETF TR9.2K shares0.00%2026-06-302026-07-24

RSG REPUBLIC SVCS INC1.6K shares0.00%2026-06-302026-07-24

HXL HEXCEL CORP NEW3.5K shares0.00%2026-06-302026-07-24

CEG CONSTELLATION ENERGY CORP1.4K shares0.00%2026-06-302026-07-24

ALL ALLSTATE CORP1.4K shares0.00%2026-06-302026-07-24

HONEYWELL INTL INC HONEYWELL INTL INC1.5K sharesnew addition2026-06-302026-07-24

XLY SELECT SECTOR SPDR TR2.9K shares-0.85%2026-06-302026-07-24

Sponsored

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.5K sharesnew addition2026-06-302026-07-24

CMI CUMMINS INC465 shares0.00%2026-06-302026-07-24

ROK ROCKWELL AUTOMATION INC660 shares0.00%2026-06-302026-07-24

AMGN AMGEN INC896 shares-0.22%2026-06-302026-07-24

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD3.3K shares3.15%2026-06-302026-07-24

XYL XYLEM INC2.6K shares-5.36%2026-06-302026-07-24

CHD CHURCH & DWIGHT CO INC3.1K shares0.00%2026-06-302026-07-24

VRTX VERTEX PHARMACEUTICALS INC605 shares0.00%2026-06-302026-07-24

Sponsored

CPSH CPS TECHNOLOGIES CORP53.9K shares-15.65%2026-06-302026-07-24

MELI MERCADOLIBRE INC175 shares0.00%2026-06-302026-07-24

VGT VANGUARD WORLD FD2.4K shares700.00%2026-06-302026-07-24

SHW SHERWIN WILLIAMS CO821 shares0.00%2026-06-302026-07-24

LDEM ISHARES TR4.6K shares0.00%2026-06-302026-07-24

QCOM QUALCOMM INC1.5K sharesnew addition2026-06-302026-07-24

BWXT BWX TECHNOLOGIES INC1.4K shares24.52%2026-06-302026-07-24

CARR CARRIER GLOBAL CORPORATION3.8K shares0.00%2026-06-302026-07-24

Sponsored

AEP AMERICAN ELEC PWR CO INC2.0K shares0.00%2026-06-302026-07-24

CHKP CHECK POINT SOFTWARE TECH LT2.0K shares0.00%2026-06-302026-07-24

XLC SELECT SECTOR SPDR TR2.4K shares9.96%2026-06-302026-07-24

TSLA TESLA INC614 shares0.00%2026-06-302026-07-24

MO ALTRIA GROUP INC3.6K shares0.00%2026-06-302026-07-24

TXT TEXTRON INC2.8K shares0.00%2026-06-302026-07-24

KMB KIMBERLY-CLARK CORP2.3K shares0.00%2026-06-302026-07-24

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR5.5K shares0.00%2026-06-302026-07-24

Sponsored

MHK MOHAWK INDS INC2.0K sharesnew addition2026-06-302026-07-24

SYK STRYKER CORPORATION760 shares0.00%2026-06-302026-07-24

BDYN BLACKROCK ETF TRUST8.6K shares0.00%2026-06-302026-07-24

DE DEERE & CO364 shares0.00%2026-06-302026-07-24

CVS CVS HEALTH CORP2.2K sharesnew addition2026-06-302026-07-24

WFC WELLS FARGO & CO2.7K shares0.00%2026-06-302026-07-24

DAL DELTA AIR LINES INC2.3K sharesnew addition2026-06-302026-07-24

CORTEVA INC CORTEVA INC2.6K shares0.00%2026-06-302026-07-24

Sponsored

IWR ISHARES TR2.0K sharesnew addition2026-06-302026-07-24

TOST TOAST INC7.7K shares0.00%2026-06-302026-07-24

XLI SELECT SECTOR SPDR TR1.2K sharesnew addition2026-06-302026-07-24

TTM TECHNOLOGIES INC TTM TECHNOLOGIES INC1.1K shares-63.94%2026-06-302026-07-24

SNOWFLAKE INC SNOWFLAKE INC825 sharesnew addition2026-06-302026-07-24

WTAI WISDOMTREE TR4.4K sharesnew addition2026-06-302026-07-24

CPNG COUPANG INC11.5K shares0.00%2026-06-302026-07-24

FSK FS KKR CAP CORP14.9K shares0.00%2026-06-302026-07-24

Sponsored

VSTM VERASTEM INC30.8K shares17.46%2026-06-302026-07-24

ABEO ABEONA THERAPEUTICS INC12.5K sharesnew addition2026-06-302026-07-24

GSOL GRAYSCALE SOLANA STAKING ETF13.4K shares0.00%2026-06-302026-07-24

NIO INC NIO INC10.0K shares0.00%2026-06-302026-07-24

COTY COTY INC20.0K shares0.00%2026-06-302026-07-24

EDIT EDITAS MEDICINE INC12.5K shares0.00%2026-06-302026-07-24

METAVIA INC METAVIA INC10.0K shares0.00%2026-06-302026-07-24

ABTC AMERICAN BITCOIN CORP.20.0K shares0.00%2026-06-302026-07-24

Sponsored

TCRX TSCAN THERAPEUTICS INC10.0K shares0.00%2026-06-302026-07-24

CGC CANOPY GROWTH CORPORATION10.0K shares0.00%2026-06-302026-07-24

AAPL

APPLE INC

-0.01%

Shares86.3K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

518.31%

Shares260.8K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

6.49%

Shares209.4K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

1.70%

Shares66.6K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

2.28%

Shares26.5K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

-0.37%

Shares17.5K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

307.53%

Shares195.0K

Event2026-06-30

Filed2026-07-24

SGOV

ISHARES TR

56.51%

Shares142.0K

Event2026-06-30

Filed2026-07-24

EEM

ISHARES TR

2.46%

Shares202.5K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-0.76%

Shares35.6K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

-0.01%

Shares32.7K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-0.41%

Shares43.4K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

7.24%

Shares47.3K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-0.29%

Shares20.0K

Event2026-06-30

Filed2026-07-24

SDY

SPDR SERIES TRUST

-2.41%

Shares48.5K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-0.20%

Shares25.4K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

-0.09%

Shares11.0K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-0.03%

Shares54.3K

Event2026-06-30

Filed2026-07-24

PXH

INVESCO EXCH TRADED FD TR II

0.00%

Shares215.6K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-0.14%

Shares17.4K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

-0.24%

Shares41.4K

Event2026-06-30

Filed2026-07-24

SHY

ISHARES TR

6.30%

Shares67.1K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-0.86%

Shares14.8K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

0.52%

Shares14.1K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES TR

-0.41%

Shares23.6K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

1.27%

Shares4.1K

Event2026-06-30

Filed2026-07-24

DGRW

WISDOMTREE TR

-0.96%

Shares48.2K

Event2026-06-30

Filed2026-07-24

VISA INC

-0.99%

Shares13.0K

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD SCOTTSDALE FDS

12.38%

Shares53.0K

Event2026-06-30

Filed2026-07-24

FLRN

SPDR SERIES TRUST

-2.06%

Shares123.6K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

ACWI

ISHARES TR

1.03%

Shares22.3K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

-0.07%

Shares25.5K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

0.87%

Shares11.5K

Event2026-06-30

Filed2026-07-24

ISHARES TR

14.75%

Shares31.0K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

-4.09%

Shares11.7K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

-1.48%

Shares20.1K

Event2026-06-30

Filed2026-07-24

VANECK ETF TRUST

3.21%

Shares38.6K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

8.85%

Shares3.8K

Event2026-06-30

Filed2026-07-24

USMV

ISHARES TR

-1.43%

Shares28.9K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

7.31%

Shares4.0K

Event2026-06-30

Filed2026-07-24

IGSB

ISHARES TR

-2.85%

Shares49.3K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

-3.70%

Shares42.9K

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED

-0.32%

Shares7.4K

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP

900.00%

Shares8.2K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

-3.02%

Shares4.7K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

-8.02%

Shares6.0K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares31.0K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

0.00%

Shares14.4K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

-0.11%

Shares10.6K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

13.00%

Shares39.1K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

-0.09%

Shares6.5K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

-2.26%

Shares14.2K

Event2026-06-30

Filed2026-07-24

VTIP

VANGUARD MALVERN FDS

3.59%

Shares37.1K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

0.00%

Shares15.6K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

-4.41%

Shares21.7K

Event2026-06-30

Filed2026-07-24

PXF

INVESCO EXCH TRADED FD TR II

-2.69%

Shares22.3K

Event2026-06-30

Filed2026-07-24

BTC

GRAYSCALE BITCOIN MINI TR ET

1.32%

Shares64.5K

Event2026-06-30

Filed2026-07-24

IDEXX LABS INC

-0.75%

Shares3.2K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

-0.14%

Shares18.3K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-24

BSV

VANGUARD BD INDEX FDS

24.33%

Shares21.2K

Event2026-06-30

Filed2026-07-24

ITW

ILLINOIS TOOL WKS INC

-0.36%

Shares6.1K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares19.5K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

-0.02%

Shares9.6K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.18%

Shares3.2K

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING IN

-6.99%

Shares7.1K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

-0.83%

Shares6.7K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

-0.03%

Shares5.8K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.00%

Shares15.6K

Event2026-06-30

Filed2026-07-24

ETH

GRAYSCALE ETHEREUM STAKING

6.46%

Shares100.4K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

-2.09%

Shares28.1K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

-0.58%

Shares7.5K

Event2026-06-30

Filed2026-07-24

JMST

J P MORGAN EXCHANGE TRADED F

-13.08%

Shares27.4K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

-0.98%

Shares5.0K

Event2026-06-30

Filed2026-07-24

RKLB

ROCKET LAB CORP

-20.64%

Shares13.1K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

-3.25%

Shares6.0K

Event2026-06-30

Filed2026-07-24

COLGATE PALMOLIVE CO

-0.12%

Shares13.7K

Event2026-06-30

Filed2026-07-24

INDB

INDEPENDENT BK CORP MASS

0.00%

Shares14.9K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

0.00%

Shares14.1K

Event2026-06-30

Filed2026-07-24

GDLC

GRAYSCALE COINDESK CRYPTO

66.08%

Shares46.1K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

-0.04%

Shares2.3K

Event2026-06-30

Filed2026-07-24

ACWX

ISHARES TR

0.00%

Shares15.4K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC

8.71%

Shares16.2K

Event2026-06-30

Filed2026-07-24

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-24

VXF

VANGUARD INDEX FDS

2.33%

Shares4.5K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

MUB

ISHARES TR

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-24

CTA

SIMPLIFY EXCHANGE TRADED FUN

3.51%

Shares39.9K

Event2026-06-30

Filed2026-07-24

ISHARES TR

38.81%

Shares1.4K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

-0.15%

Shares12.2K

Event2026-06-30

Filed2026-07-24

AXSM

AXSOME THERAPEUTICS INC.

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

FBTC

FIDELITY WISE ORIGIN BITCOIN

-0.27%

Shares19.1K

Event2026-06-30

Filed2026-07-24

KOD

KODIAK SCIENCES INC

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-24

SERVICENOW INC

23.08%

Shares9.8K

Event2026-06-30

Filed2026-07-24

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-24

MCK

MCKESSON CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-24

3M CO

-1.80%

Shares5.5K

Event2026-06-30

Filed2026-07-24

TRAVELERS COMPANIES INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

29.92%

Shares12.1K

Event2026-06-30

Filed2026-07-24

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-24

ASTRAZENECA PLC

-1.64%

Shares4.5K

Event2026-06-30

Filed2026-07-24

WSM

WILLIAMS SONOMA INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

KKR

KKR & CO INC

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

STT

STATE STR CORP

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

SUSL

ISHARES TR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

-2.01%

Shares29.2K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

-1.13%

Shares4.4K

Event2026-06-30

Filed2026-07-24

SHV

ISHARES TR

6.15%

Shares6.0K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

0.00%

Shares644

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-24

HUBB

HUBBELL INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares13.7K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

-0.08%

Shares10.8K

Event2026-06-30

Filed2026-07-24

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-24

NXP SEMICONDUCTORS N V

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

300.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

SHEL

SHELL PLC

-3.64%

Shares7.7K

Event2026-06-30

Filed2026-07-24

MDLZ

MONDELEZ INTL INC

2.16%

Shares10.1K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

-17.51%

Shares10.9K

Event2026-06-30

Filed2026-07-24

TTE

TOTALENERGIES SE

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-24

IMPINJ INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

KOMP

SPDR SERIES TRUST

1.52%

Shares8.0K

Event2026-06-30

Filed2026-07-24

TDIV

FIRST TR EXCHANGE TRADED FD

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

URI

UNITED RENTALS INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

ACCENTURE PLC IRELAND

-12.06%

Shares4.5K

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

-2.21%

Shares3.8K

Event2026-06-30

Filed2026-07-24

TMUS

T-MOBILE US INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

5.64%

Shares7.2K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-24

RNR

RENAISSANCERE HLDGS LTD

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

24.37%

Shares3.4K

Event2026-06-30

Filed2026-07-24

EFAV

ISHARES TR

2.57%

Shares6.0K

Event2026-06-30

Filed2026-07-24

EEMV

ISHARES INC

-0.62%

Shares6.8K

Event2026-06-30

Filed2026-07-24

NUE

NUCOR CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

UNM

UNUM GROUP

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-24

FTSM

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

PTC

PTC INC

0.20%

Shares4.4K

Event2026-06-30

Filed2026-07-24

AMERIPRISE FINL INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

RPG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-24

THE CIGNA GROUP

-37.81%

Shares1.7K

Event2026-06-30

Filed2026-07-24

FDX

FEDEX CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

ISRG

INTUITIVE SURGICAL INC

1.76%

Shares1.2K

Event2026-06-30

Filed2026-07-24

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-24

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-24

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

PARKER-HANNIFIN CORP

0.00%

Shares464

Event2026-06-30

Filed2026-07-24

ECL

ECOLAB INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

DHR

DANAHER CORP DEL

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

TAN

INVESCO EXCH TRADED FD TR II

4.74%

Shares7.2K

Event2026-06-30

Filed2026-07-24

ARES MANAGEMENT CORPORATION

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-24

VGIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-24

IGM

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

XNTK

SPDR SERIES TRUST

-16.67%

Shares1.0K

Event2026-06-30

Filed2026-07-24

AFL

AFLAC INC

-2.20%

Shares3.3K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

New

Shares500

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

0.00%

Shares748

Event2026-06-30

Filed2026-07-24

IEI

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

COP

CONOCOPHILLIPS

-1.67%

Shares3.6K

Event2026-06-30

Filed2026-07-24

CRS

CARPENTER TECHNOLOGY CORP

0.00%

Shares614

Event2026-06-30

Filed2026-07-24

QUANTA SVCS INC

0.00%

Shares521

Event2026-06-30

Filed2026-07-24

XBI

SPDR SERIES TRUST

-14.49%

Shares2.4K

Event2026-06-30

Filed2026-07-24

ETHE

GRAYSCALE ETHEREUM STAKING E

-11.94%

Shares29.0K

Event2026-06-30

Filed2026-07-24

QARP

DBX ETF TR

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-24

SNPS

SYNOPSYS INC

9.22%

Shares817

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

WMB

WILLIAMS COS INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

EASG

DBX ETF TR

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-24

RSG

REPUBLIC SVCS INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

HXL

HEXCEL CORP NEW

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-24

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

ALL

ALLSTATE CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

HONEYWELL INTL INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

XLY

SELECT SECTOR SPDR TR

-0.85%

Shares2.9K

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC

0.00%

Shares465

Event2026-06-30

Filed2026-07-24

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares660

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

-0.22%

Shares896

Event2026-06-30

Filed2026-07-24

ALIBABA GROUP HLDG LTD

3.15%

Shares3.3K

Event2026-06-30

Filed2026-07-24

XYL

XYLEM INC

-5.36%

Shares2.6K

Event2026-06-30

Filed2026-07-24

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-24

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares605

Event2026-06-30

Filed2026-07-24

CPSH

CPS TECHNOLOGIES CORP

-15.65%

Shares53.9K

Event2026-06-30

Filed2026-07-24

MELI

MERCADOLIBRE INC

0.00%

Shares175

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

700.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

SHW

SHERWIN WILLIAMS CO

0.00%

Shares821

Event2026-06-30

Filed2026-07-24

LDEM

ISHARES TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

BWXT

BWX TECHNOLOGIES INC

24.52%

Shares1.4K

Event2026-06-30

Filed2026-07-24

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

CHKP

CHECK POINT SOFTWARE TECH LT

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

XLC

SELECT SECTOR SPDR TR

9.96%

Shares2.4K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

0.00%

Shares614

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

TXT

TEXTRON INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

KMB

KIMBERLY-CLARK CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

SELECT SECTOR SPDR TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-24

MHK

MOHAWK INDS INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION

0.00%

Shares760

Event2026-06-30

Filed2026-07-24

BDYN

BLACKROCK ETF TRUST

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-24

DEERE & CO

0.00%

Shares364

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

DAL

DELTA AIR LINES INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-24

CORTEVA INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

TOST

TOAST INC

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-24

XLI

SELECT SECTOR SPDR TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-24

TTM TECHNOLOGIES INC

-63.94%

Shares1.1K

Event2026-06-30

Filed2026-07-24

SNOWFLAKE INC

New

Shares825

Event2026-06-30

Filed2026-07-24

WTAI

WISDOMTREE TR

New

Shares4.4K

Event2026-06-30

Filed2026-07-24

CPNG

COUPANG INC

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-24

FSK

FS KKR CAP CORP

0.00%

Shares14.9K

Event2026-06-30

Filed2026-07-24

VSTM

VERASTEM INC

17.46%

Shares30.8K

Event2026-06-30

Filed2026-07-24

ABEO

ABEONA THERAPEUTICS INC

New

Shares12.5K

Event2026-06-30

Filed2026-07-24

GSOL

GRAYSCALE SOLANA STAKING ETF

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-24

NIO INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

COTY

COTY INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-24

EDIT

EDITAS MEDICINE INC

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-24

METAVIA INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

ABTC

AMERICAN BITCOIN CORP.

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-24

TCRX

TSCAN THERAPEUTICS INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

CGC

CANOPY GROWTH CORPORATION

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available