Sponsored

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

Currently, Armor Investment Advisors, LLC holds 155 types of securities in its portfolio with a total value $311.7M. In the most recent quarter, they have increased their positions in JPIE (+46.7K shares, valued at $2.2M), FBND (+46.7K shares, valued at $2.1M), VOOG (+14.3K shares, valued at $1.2M); decreased their positions in FMDE (-31.4K shares, valued at $1.3M), HYDB (-13.6K shares, valued at $637.7K), IJH (-6.4K shares, valued at $494.3K); initiated new positions in LAMR (+1.5K shares, valued at $234.0K), VUG (+30 shares, valued at $2.6K), LVDS (+23 shares, valued at $1.3K).

1M P&L

+5.2M+2.20%

3M P&L

+2.2M+0.93%

HY P&L

+5.5M+2.33%

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/A210.9M

86.7%

2Drug Manufacturers - General2.9M

1.2%

3Internet Content & Information2.9M

1.2%

Top Industries by Stock Count

1N/A104 stocks

73.2%

2Drug Manufacturers - General4 stocks

2.8%

3REIT - Specialty3 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR70.8K shares1.73%2026-06-302026-08-04

JPIE J P MORGAN EXCHANGE TRADED F589.8K shares8.60%2026-06-302026-08-04

FENI FIDELITY COVINGTON TRUST449.5K shares3.08%2026-06-302026-08-04

FTEC FIDELITY COVINGTON TRUST56.1K shares-1.75%2026-06-302026-08-04

CGGR CAPITAL GROUP GROWTH ETF281.9K shares0.83%2026-06-302026-08-04

IUSB ISHARES TR256.2K shares-0.09%2026-06-302026-08-04

CGDV CAPITAL GROUP DIVIDEND VALUE237.7K shares10.37%2026-06-302026-08-04

BND VANGUARD BD INDEX FDS150.3K shares-1.55%2026-06-302026-08-04

Sponsored

FMDE FIDELITY COVINGTON TRUST241.1K shares-11.53%2026-06-302026-08-04

CGNG CAPITAL GROUP NEW GEOGRAPHY224.8K shares3.08%2026-06-302026-08-04

SCHF SCHWAB STRATEGIC TR225.7K shares-1.11%2026-06-302026-08-04

FESM FIDELITY COVINGTON TRUST124.6K shares12.20%2026-06-302026-08-04

FBND FIDELITY MERRIMACK STR TR130.2K shares55.98%2026-06-302026-08-04

DYNF BLACKROCK ETF TRUST81.4K shares19.64%2026-06-302026-08-04

MUB ISHARES TR51.1K shares3.00%2026-06-302026-08-04

IJH ISHARES TR70.4K shares-8.34%2026-06-302026-08-04

Sponsored

SOXX ISHARES TR7.9K shares-2.43%2026-06-302026-08-04

SAMT ADVISORS INNER CIRCLE FD III105.1K shares-0.60%2026-06-302026-08-04

DFAS DIMENSIONAL ETF TRUST48.1K shares-3.24%2026-06-302026-08-04

META PLATFORMS INC META PLATFORMS INC6.8K shares0.04%2026-06-302026-08-04

GOOGL ALPHABET INC8.1K shares-2.97%2026-06-302026-08-04

IEMG ISHARES INC34.0K shares15.68%2026-06-302026-08-04

MSFT MICROSOFT CORP7.2K shares2.52%2026-06-302026-08-04

BAI BLACKROCK ETF TRUST47.3K shares16.80%2026-06-302026-08-04

Sponsored

VISA INC VISA INC7.1K shares-1.28%2026-06-302026-08-04

FHLC FIDELITY COVINGTON TRUST30.6K shares-2.40%2026-06-302026-08-04

JPMORGAN CHASE & CO JPMORGAN CHASE & CO7.1K shares-3.29%2026-06-302026-08-04

XLK SELECT SECTOR SPDR TR12.0K shares-0.05%2026-06-302026-08-04

DLR DIGITAL RLTY TR INC11.0K shares-6.05%2026-06-302026-08-04

SCHD SCHWAB STRATEGIC TR61.0K shares-9.21%2026-06-302026-08-04

LLY ELI LILLY & CO1.6K shares0.00%2026-06-302026-08-04

VYM VANGUARD WHITEHALL FDS11.7K shares-3.61%2026-06-302026-08-04

Sponsored

TBUX T ROWE PRICE EXCHANGE-TRADED37.0K shares-2.29%2026-06-302026-08-04

LOW LOWES COS INC8.3K shares-2.24%2026-06-302026-08-04

NVDA NVIDIA CORPORATION9.1K shares-1.04%2026-06-302026-08-04

WMT WALMART INC15.5K shares-0.44%2026-06-302026-08-04

SOUTHERN CO SOUTHERN CO17.3K shares-13.84%2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.2K shares0.00%2026-06-302026-08-04

DUK DUKE ENERGY CORP NEW13.0K shares-4.78%2026-06-302026-08-04

DE DEERE & CO2.6K shares-3.60%2026-06-302026-08-04

Sponsored

ASML ASML HLDG NV814 shares0.00%2026-06-302026-08-04

SCHE SCHWAB STRATEGIC TR42.2K shares-1.15%2026-06-302026-08-04

VOOG VANGUARD ADMIRAL FDS INC17.1K shares500.00%2026-06-302026-08-04

PTRB PGIM ETF TR32.9K shares-4.40%2026-06-302026-08-04

ICVT ISHARES TR10.7K shares-2.36%2026-06-302026-08-04

SCHA SCHWAB STRATEGIC TR33.8K shares-1.29%2026-06-302026-08-04

JEPI J P MORGAN EXCHANGE TRADED F21.5K shares-20.74%2026-06-302026-08-04

PGR PROGRESSIVE CORP5.4K shares-0.02%2026-06-302026-08-04

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.1K shares1.85%2026-06-302026-08-04

SCHM SCHWAB STRATEGIC TR26.2K shares-4.32%2026-06-302026-08-04

AON AON PLC2.9K shares0.21%2026-06-302026-08-04

FIDU FIDELITY COVINGTON TRUST9.1K shares-3.72%2026-06-302026-08-04

AAPL APPLE INC2.9K shares-15.60%2026-06-302026-08-04

EXTR EXTREME NETWORKS INC25.1K shares0.00%2026-06-302026-08-04

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F12.8K shares-10.97%2026-06-302026-08-04

VOO VANGUARD INDEX FDS1.1K shares0.00%2026-06-302026-08-04

Sponsored

PSX PHILLIPS 664.1K shares-5.27%2026-06-302026-08-04

RY ROYAL BK CDA3.3K shares0.39%2026-06-302026-08-04

BNL BROADSTONE NET LEASE INC31.8K shares-24.06%2026-06-302026-08-04

CISCO SYS INC CISCO SYS INC5.5K shares0.00%2026-06-302026-08-04

AMZN AMAZON COM INC2.7K shares0.00%2026-06-302026-08-04

VLO VALERO ENERGY CORP2.2K shares0.00%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON2.3K shares-0.09%2026-06-302026-08-04

VGT VANGUARD WORLD FD4.5K shares700.00%2026-06-302026-08-04

Sponsored

IHI ISHARES TR10.5K shares-33.31%2026-06-302026-08-04

SCHX SCHWAB STRATEGIC TR17.6K shares-0.29%2026-06-302026-08-04

PG PROCTER & GAMBLE CO3.1K shares0.00%2026-06-302026-08-04

IRM IRON MTN INC DEL3.6K shares-5.30%2026-06-302026-08-04

IYH ISHARES TR6.5K shares-12.40%2026-06-302026-08-04

KMI KINDER MORGAN INC DEL13.4K shares-6.72%2026-06-302026-08-04

TSLA TESLA INC1.0K shares0.00%2026-06-302026-08-04

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION425 shares0.00%2026-06-302026-08-04

Sponsored

EIPI FIRST TR EXCHNG TRADED FD VI17.9K shares-12.03%2026-06-302026-08-04

BSX BOSTON SCIENTIFIC CORP8.5K shares-0.59%2026-06-302026-08-04

SUB ISHARES TR3.3K shares-6.14%2026-06-302026-08-04

IWP ISHARES TR2.3K shares0.00%2026-06-302026-08-04

XVV ISHARES TR5.7K shares-2.74%2026-06-302026-08-04

IWM ISHARES TR1.1K shares-1.83%2026-06-302026-08-04

VZ VERIZON COMMUNICATIONS INC7.0K shares-2.73%2026-06-302026-08-04

HD HOME DEPOT INC833 shares0.73%2026-06-302026-08-04

Sponsored

SPXX NUVEEN S&P 500 DYNAMIC OVERW15.7K shares-4.24%2026-06-302026-08-04

CHRW C H ROBINSON WORLDWIDE IN1.5K shares0.00%2026-06-302026-08-04

PULS PGIM ETF TR5.4K shares-18.05%2026-06-302026-08-04

NEXTERA ENERGY INC NEXTERA ENERGY INC3.1K shares-1.96%2026-06-302026-08-04

MRK MERCK & CO INC2.0K shares0.00%2026-06-302026-08-04

PRF INVESCO EXCHANGE TRADED FD T4.8K shares0.00%2026-06-302026-08-04

VOT VANGUARD INDEX FDS800 shares0.00%2026-06-302026-08-04

SCHB SCHWAB STRATEGIC TR8.4K shares-3.86%2026-06-302026-08-04

Sponsored

NVS NOVARTIS AG1.5K shares-27.75%2026-06-302026-08-04

LAMR LAMAR ADVERTISING CO1.5K sharesnew addition2026-06-302026-08-04

DOMINION ENERGY INC DOMINION ENERGY INC3.4K shares-6.36%2026-06-302026-08-04

WELL WELLTOWER INC1.0K shares0.00%2026-06-302026-08-04

UTG REAVES UTIL INCOME FD5.6K shares-6.67%2026-06-302026-08-04

IWR ISHARES TR2.0K shares0.00%2026-06-302026-08-04

XYLD GLOBAL X FDS5.4K shares-16.84%2026-06-302026-08-04

ED CONSOLIDATED EDISON INC2.0K shares0.00%2026-06-302026-08-04

Sponsored

YUM YUM BRANDS INC1.3K shares-0.38%2026-06-302026-08-04

SYK STRYKER CORPORATION652 shares-0.46%2026-06-302026-08-04

SGOV ISHARES TR2.0K shares0.00%2026-06-302026-08-04

DVY ISHARES TR1.2K shares-3.03%2026-06-302026-08-04

IWO ISHARES TR484 shares-6.56%2026-06-302026-08-04

EFA ISHARES TR1.7K shares0.00%2026-06-302026-08-04

BBDC BARINGS BDC INC18.3K shares0.00%2026-06-302026-08-04

VHT VANGUARD WORLD FD515 shares0.00%2026-06-302026-08-04

Sponsored

PFL PIMCO INCOME STRATEGY FD18.5K shares-14.78%2026-06-302026-08-04

HYDB ISHARES TR3.0K shares-81.93%2026-06-302026-08-04

QS QUANTUMSCAPE CORP15.6K shares-22.52%2026-06-302026-08-04

IVW ISHARES TR838 shares0.00%2026-06-302026-08-04

EOD ALLSPRING GLOBAL DIVIDEND OP17.0K shares0.00%2026-06-302026-08-04

SCHG SCHWAB STRATEGIC TR3.3K shares0.00%2026-06-302026-08-04

XJH ISHARES TR2.1K shares0.00%2026-06-302026-08-04

VOE VANGUARD INDEX FDS495 shares0.00%2026-06-302026-08-04

Sponsored

EUSB ISHARES TR2.1K shares0.00%2026-06-302026-08-04

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR1.9K shares0.00%2026-06-302026-08-04

DMXF ISHARES TR991 shares0.00%2026-06-302026-08-04

IGSB ISHARES TR1.5K shares-24.26%2026-06-302026-08-04

SUSB ISHARES TR3.2K shares0.00%2026-06-302026-08-04

GOOG ALPHABET INC180 shares0.00%2026-06-302026-08-04

IYR ISHARES TR551 shares-7.08%2026-06-302026-08-04

XLY SELECT SECTOR SPDR TR466 shares0.00%2026-06-302026-08-04

Sponsored

XLI SELECT SECTOR SPDR TR285 shares0.00%2026-06-302026-08-04

IJK ISHARES TR440 shares0.00%2026-06-302026-08-04

VNQ VANGUARD INDEX FDS500 shares-6.02%2026-06-302026-08-04

QYLD GLOBAL X FDS2.4K shares0.00%2026-06-302026-08-04

XLF SELECT SECTOR SPDR TR812 shares-16.97%2026-06-302026-08-04

XLP SELECT SECTOR SPDR TR513 shares0.00%2026-06-302026-08-04

SUSA ISHARES TR258 shares0.00%2026-06-302026-08-04

XLV SELECT SECTOR SPDR TR230 shares0.00%2026-06-302026-08-04

Sponsored

VOX VANGUARD WORLD FD185 shares0.00%2026-06-302026-08-04

IDEV ISHARES TR379 shares0.00%2026-06-302026-08-04

IWD ISHARES TR135 shares0.00%2026-06-302026-08-04

XLB SELECT SECTOR SPDR TR624 shares0.00%2026-06-302026-08-04

IWN ISHARES TR130 shares0.00%2026-06-302026-08-04

SCHH SCHWAB STRATEGIC TR1.1K shares-6.08%2026-06-302026-08-04

IWF ISHARES TR200 shares300.00%2026-06-302026-08-04

SCHK SCHWAB STRATEGIC TR651 shares179.40%2026-06-302026-08-04

Sponsored

IYW ISHARES TR92 shares0.00%2026-06-302026-08-04

SHY ISHARES TR267 shares0.00%2026-06-302026-08-04

PTH INVESCO EXCHANGE TRADED FD T330 shares-43.01%2026-06-302026-08-04

ICLN ISHARES TR746 shares0.00%2026-06-302026-08-04

IJR ISHARES TR98 shares6.52%2026-06-302026-08-04

THRO BLACKROCK ETF TRUST322 shares0.00%2026-06-302026-08-04

VBR VANGUARD INDEX FDS46 shares0.00%2026-06-302026-08-04

EEM ISHARES TR150 shares0.00%2026-06-302026-08-04

Sponsored

VYMI VANGUARD WHITEHALL FDS95 shares0.00%2026-06-302026-08-04

URA GLOBAL X FDS200 shares0.00%2026-06-302026-08-04

RSP INVESCO EXCHANGE TRADED FD T30 shares0.00%2026-06-302026-08-04

IWV ISHARES TR11 shares0.00%2026-06-302026-08-04

IJT ISHARES TR20 shares0.00%2026-06-302026-08-04

SCHV SCHWAB STRATEGIC TR99 shares0.00%2026-06-302026-08-04

VUG VANGUARD INDEX FDS30 sharesnew addition2026-06-302026-08-04

JTEK J P MORGAN EXCHANGE TRADED F20 shares0.00%2026-06-302026-08-04

Sponsored

AIA ISHARES TR14 shares0.00%2026-06-302026-08-04

LVDS J P MORGAN EXCHANGE TRADED F23 sharesnew addition2026-06-302026-08-04

LIT GLOBAL X FDS15 shares0.00%2026-06-302026-08-04

ISHARES TR

1.73%

Shares70.8K

Event2026-06-30

Filed2026-08-04

JPIE

J P MORGAN EXCHANGE TRADED F

8.60%

Shares589.8K

Event2026-06-30

Filed2026-08-04

FENI

FIDELITY COVINGTON TRUST

3.08%

Shares449.5K

Event2026-06-30

Filed2026-08-04

FTEC

FIDELITY COVINGTON TRUST

-1.75%

Shares56.1K

Event2026-06-30

Filed2026-08-04

CGGR

CAPITAL GROUP GROWTH ETF

0.83%

Shares281.9K

Event2026-06-30

Filed2026-08-04

IUSB

ISHARES TR

-0.09%

Shares256.2K

Event2026-06-30

Filed2026-08-04

CGDV

CAPITAL GROUP DIVIDEND VALUE

10.37%

Shares237.7K

Event2026-06-30

Filed2026-08-04

BND

VANGUARD BD INDEX FDS

-1.55%

Shares150.3K

Event2026-06-30

Filed2026-08-04

FMDE

FIDELITY COVINGTON TRUST

-11.53%

Shares241.1K

Event2026-06-30

Filed2026-08-04

CGNG

CAPITAL GROUP NEW GEOGRAPHY

3.08%

Shares224.8K

Event2026-06-30

Filed2026-08-04

SCHF

SCHWAB STRATEGIC TR

-1.11%

Shares225.7K

Event2026-06-30

Filed2026-08-04

FESM

FIDELITY COVINGTON TRUST

12.20%

Shares124.6K

Event2026-06-30

Filed2026-08-04

FBND

FIDELITY MERRIMACK STR TR

55.98%

Shares130.2K

Event2026-06-30

Filed2026-08-04

DYNF

BLACKROCK ETF TRUST

19.64%

Shares81.4K

Event2026-06-30

Filed2026-08-04

MUB

ISHARES TR

3.00%

Shares51.1K

Event2026-06-30

Filed2026-08-04

IJH

ISHARES TR

-8.34%

Shares70.4K

Event2026-06-30

Filed2026-08-04

SOXX

ISHARES TR

-2.43%

Shares7.9K

Event2026-06-30

Filed2026-08-04

SAMT

ADVISORS INNER CIRCLE FD III

-0.60%

Shares105.1K

Event2026-06-30

Filed2026-08-04

DFAS

DIMENSIONAL ETF TRUST

-3.24%

Shares48.1K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

0.04%

Shares6.8K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

-2.97%

Shares8.1K

Event2026-06-30

Filed2026-08-04

IEMG

ISHARES INC

15.68%

Shares34.0K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

2.52%

Shares7.2K

Event2026-06-30

Filed2026-08-04

BAI

BLACKROCK ETF TRUST

16.80%

Shares47.3K

Event2026-06-30

Filed2026-08-04

VISA INC

-1.28%

Shares7.1K

Event2026-06-30

Filed2026-08-04

FHLC

FIDELITY COVINGTON TRUST

-2.40%

Shares30.6K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

-3.29%

Shares7.1K

Event2026-06-30

Filed2026-08-04

XLK

SELECT SECTOR SPDR TR

-0.05%

Shares12.0K

Event2026-06-30

Filed2026-08-04

DLR

DIGITAL RLTY TR INC

-6.05%

Shares11.0K

Event2026-06-30

Filed2026-08-04

SCHD

SCHWAB STRATEGIC TR

-9.21%

Shares61.0K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-04

VYM

VANGUARD WHITEHALL FDS

-3.61%

Shares11.7K

Event2026-06-30

Filed2026-08-04

TBUX

T ROWE PRICE EXCHANGE-TRADED

-2.29%

Shares37.0K

Event2026-06-30

Filed2026-08-04

LOW

LOWES COS INC

-2.24%

Shares8.3K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

-1.04%

Shares9.1K

Event2026-06-30

Filed2026-08-04

WMT

WALMART INC

-0.44%

Shares15.5K

Event2026-06-30

Filed2026-08-04

SOUTHERN CO

-13.84%

Shares17.3K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-04

DUK

DUKE ENERGY CORP NEW

-4.78%

Shares13.0K

Event2026-06-30

Filed2026-08-04

DEERE & CO

-3.60%

Shares2.6K

Event2026-06-30

Filed2026-08-04

ASML

ASML HLDG NV

0.00%

Shares814

Event2026-06-30

Filed2026-08-04

SCHE

SCHWAB STRATEGIC TR

-1.15%

Shares42.2K

Event2026-06-30

Filed2026-08-04

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares17.1K

Event2026-06-30

Filed2026-08-04

PTRB

PGIM ETF TR

-4.40%

Shares32.9K

Event2026-06-30

Filed2026-08-04

ICVT

ISHARES TR

-2.36%

Shares10.7K

Event2026-06-30

Filed2026-08-04

SCHA

SCHWAB STRATEGIC TR

-1.29%

Shares33.8K

Event2026-06-30

Filed2026-08-04

JEPI

J P MORGAN EXCHANGE TRADED F

-20.74%

Shares21.5K

Event2026-06-30

Filed2026-08-04

PGR

PROGRESSIVE CORP

-0.02%

Shares5.4K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

1.85%

Shares3.1K

Event2026-06-30

Filed2026-08-04

SCHM

SCHWAB STRATEGIC TR

-4.32%

Shares26.2K

Event2026-06-30

Filed2026-08-04

AON

AON PLC

0.21%

Shares2.9K

Event2026-06-30

Filed2026-08-04

FIDU

FIDELITY COVINGTON TRUST

-3.72%

Shares9.1K

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

-15.60%

Shares2.9K

Event2026-06-30

Filed2026-08-04

EXTR

EXTREME NETWORKS INC

0.00%

Shares25.1K

Event2026-06-30

Filed2026-08-04

J P MORGAN EXCHANGE TRADED F

-10.97%

Shares12.8K

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-04

PSX

PHILLIPS 66

-5.27%

Shares4.1K

Event2026-06-30

Filed2026-08-04

ROYAL BK CDA

0.39%

Shares3.3K

Event2026-06-30

Filed2026-08-04

BNL

BROADSTONE NET LEASE INC

-24.06%

Shares31.8K

Event2026-06-30

Filed2026-08-04

CISCO SYS INC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-04

VLO

VALERO ENERGY CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

-0.09%

Shares2.3K

Event2026-06-30

Filed2026-08-04

VGT

VANGUARD WORLD FD

700.00%

Shares4.5K

Event2026-06-30

Filed2026-08-04

IHI

ISHARES TR

-33.31%

Shares10.5K

Event2026-06-30

Filed2026-08-04

SCHX

SCHWAB STRATEGIC TR

-0.29%

Shares17.6K

Event2026-06-30

Filed2026-08-04

PROCTER & GAMBLE CO

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-04

IRM

IRON MTN INC DEL

-5.30%

Shares3.6K

Event2026-06-30

Filed2026-08-04

IYH

ISHARES TR

-12.40%

Shares6.5K

Event2026-06-30

Filed2026-08-04

KMI

KINDER MORGAN INC DEL

-6.72%

Shares13.4K

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION

0.00%

Shares425

Event2026-06-30

Filed2026-08-04

EIPI

FIRST TR EXCHNG TRADED FD VI

-12.03%

Shares17.9K

Event2026-06-30

Filed2026-08-04

BSX

BOSTON SCIENTIFIC CORP

-0.59%

Shares8.5K

Event2026-06-30

Filed2026-08-04

SUB

ISHARES TR

-6.14%

Shares3.3K

Event2026-06-30

Filed2026-08-04

IWP

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-04

XVV

ISHARES TR

-2.74%

Shares5.7K

Event2026-06-30

Filed2026-08-04

IWM

ISHARES TR

-1.83%

Shares1.1K

Event2026-06-30

Filed2026-08-04

VERIZON COMMUNICATIONS INC

-2.73%

Shares7.0K

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC

0.73%

Shares833

Event2026-06-30

Filed2026-08-04

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

-4.24%

Shares15.7K

Event2026-06-30

Filed2026-08-04

CHRW

C H ROBINSON WORLDWIDE IN

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-04

PULS

PGIM ETF TR

-18.05%

Shares5.4K

Event2026-06-30

Filed2026-08-04

NEXTERA ENERGY INC

-1.96%

Shares3.1K

Event2026-06-30

Filed2026-08-04

MRK

MERCK & CO INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-04

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-04

VOT

VANGUARD INDEX FDS

0.00%

Shares800

Event2026-06-30

Filed2026-08-04

SCHB

SCHWAB STRATEGIC TR

-3.86%

Shares8.4K

Event2026-06-30

Filed2026-08-04

NVS

NOVARTIS AG

-27.75%

Shares1.5K

Event2026-06-30

Filed2026-08-04

LAMR

LAMAR ADVERTISING CO

New

Shares1.5K

Event2026-06-30

Filed2026-08-04

DOMINION ENERGY INC

-6.36%

Shares3.4K

Event2026-06-30

Filed2026-08-04

WELL

WELLTOWER INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-04

UTG

REAVES UTIL INCOME FD

-6.67%

Shares5.6K

Event2026-06-30

Filed2026-08-04

IWR

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-04

XYLD

GLOBAL X FDS

-16.84%

Shares5.4K

Event2026-06-30

Filed2026-08-04

CONSOLIDATED EDISON INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-04

YUM

YUM BRANDS INC

-0.38%

Shares1.3K

Event2026-06-30

Filed2026-08-04

SYK

STRYKER CORPORATION

-0.46%

Shares652

Event2026-06-30

Filed2026-08-04

SGOV

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-04

DVY

ISHARES TR

-3.03%

Shares1.2K

Event2026-06-30

Filed2026-08-04

IWO

ISHARES TR

-6.56%

Shares484

Event2026-06-30

Filed2026-08-04

EFA

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-04

BBDC

BARINGS BDC INC

0.00%

Shares18.3K

Event2026-06-30

Filed2026-08-04

VHT

VANGUARD WORLD FD

0.00%

Shares515

Event2026-06-30

Filed2026-08-04

PFL

PIMCO INCOME STRATEGY FD

-14.78%

Shares18.5K

Event2026-06-30

Filed2026-08-04

HYDB

ISHARES TR

-81.93%

Shares3.0K

Event2026-06-30

Filed2026-08-04

QUANTUMSCAPE CORP

-22.52%

Shares15.6K

Event2026-06-30

Filed2026-08-04

IVW

ISHARES TR

0.00%

Shares838

Event2026-06-30

Filed2026-08-04

EOD

ALLSPRING GLOBAL DIVIDEND OP

0.00%

Shares17.0K

Event2026-06-30

Filed2026-08-04

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-04

XJH

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-04

VOE

VANGUARD INDEX FDS

0.00%

Shares495

Event2026-06-30

Filed2026-08-04

EUSB

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-04

SELECT SECTOR SPDR TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-04

DMXF

ISHARES TR

0.00%

Shares991

Event2026-06-30

Filed2026-08-04

IGSB

ISHARES TR

-24.26%

Shares1.5K

Event2026-06-30

Filed2026-08-04

SUSB

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

0.00%

Shares180

Event2026-06-30

Filed2026-08-04

IYR

ISHARES TR

-7.08%

Shares551

Event2026-06-30

Filed2026-08-04

XLY

SELECT SECTOR SPDR TR

0.00%

Shares466

Event2026-06-30

Filed2026-08-04

XLI

SELECT SECTOR SPDR TR

0.00%

Shares285

Event2026-06-30

Filed2026-08-04

IJK

ISHARES TR

0.00%

Shares440

Event2026-06-30

Filed2026-08-04

VNQ

VANGUARD INDEX FDS

-6.02%

Shares500

Event2026-06-30

Filed2026-08-04

QYLD

GLOBAL X FDS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-04

XLF

SELECT SECTOR SPDR TR

-16.97%

Shares812

Event2026-06-30

Filed2026-08-04

XLP

SELECT SECTOR SPDR TR

0.00%

Shares513

Event2026-06-30

Filed2026-08-04

SUSA

ISHARES TR

0.00%

Shares258

Event2026-06-30

Filed2026-08-04

XLV

SELECT SECTOR SPDR TR

0.00%

Shares230

Event2026-06-30

Filed2026-08-04

VOX

VANGUARD WORLD FD

0.00%

Shares185

Event2026-06-30

Filed2026-08-04

IDEV

ISHARES TR

0.00%

Shares379

Event2026-06-30

Filed2026-08-04

IWD

ISHARES TR

0.00%

Shares135

Event2026-06-30

Filed2026-08-04

XLB

SELECT SECTOR SPDR TR

0.00%

Shares624

Event2026-06-30

Filed2026-08-04

IWN

ISHARES TR

0.00%

Shares130

Event2026-06-30

Filed2026-08-04

SCHH

SCHWAB STRATEGIC TR

-6.08%

Shares1.1K

Event2026-06-30

Filed2026-08-04

IWF

ISHARES TR

300.00%

Shares200

Event2026-06-30

Filed2026-08-04

SCHK

SCHWAB STRATEGIC TR

179.40%

Shares651

Event2026-06-30

Filed2026-08-04

IYW

ISHARES TR

0.00%

Shares92

Event2026-06-30

Filed2026-08-04

SHY

ISHARES TR

0.00%

Shares267

Event2026-06-30

Filed2026-08-04

PTH

INVESCO EXCHANGE TRADED FD T

-43.01%

Shares330

Event2026-06-30

Filed2026-08-04

ICLN

ISHARES TR

0.00%

Shares746

Event2026-06-30

Filed2026-08-04

IJR

ISHARES TR

6.52%

Shares98

Event2026-06-30

Filed2026-08-04

THRO

BLACKROCK ETF TRUST

0.00%

Shares322

Event2026-06-30

Filed2026-08-04

VBR

VANGUARD INDEX FDS

0.00%

Shares46

Event2026-06-30

Filed2026-08-04

EEM

ISHARES TR

0.00%

Shares150

Event2026-06-30

Filed2026-08-04

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares95

Event2026-06-30

Filed2026-08-04

URA

GLOBAL X FDS

0.00%

Shares200

Event2026-06-30

Filed2026-08-04

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares30

Event2026-06-30

Filed2026-08-04

IWV

ISHARES TR

0.00%

Shares11

Event2026-06-30

Filed2026-08-04

IJT

ISHARES TR

0.00%

Shares20

Event2026-06-30

Filed2026-08-04

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares99

Event2026-06-30

Filed2026-08-04

VUG

VANGUARD INDEX FDS

New

Shares30

Event2026-06-30

Filed2026-08-04

JTEK

J P MORGAN EXCHANGE TRADED F

0.00%

Shares20

Event2026-06-30

Filed2026-08-04

AIA

ISHARES TR

0.00%

Shares14

Event2026-06-30

Filed2026-08-04

LVDS

J P MORGAN EXCHANGE TRADED F

New

Shares23

Event2026-06-30

Filed2026-08-04

LIT

GLOBAL X FDS

0.00%

Shares15

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available