Sponsored

The Analysis of Aspen Investment Management Inc's Holdings & P&L

Currently, Aspen Investment Management Inc holds 187 types of securities in its portfolio with a total value $372.0K. In the most recent quarter, they have increased their positions in SCHD (+45.8K shares, valued at $1.5K), VO (+15.6K shares, valued at $1.3K), VNQ (+10.3K shares, valued at $991.8863808801215); decreased their positions in N/A (-2.6K shares, valued at $2.0K), BSCQ (-55.8K shares, valued at $1.1K), HOOD (-8.2K shares, valued at $825.8443322981367); initiated new positions in COPX (+6.9K shares, valued at $532), AMD (+808 shares, valued at $469), TSM (+932 shares, valued at $445).

1M P&L

+8.9M+3.20%

3M P&L

+9.4M+3.42%

HY P&L

+9.6M+3.48%

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/A142.8K

48.8%

2Semiconductors16.6K

5.7%

3Drug Manufacturers - General15.5K

5.3%

Top Industries by Stock Count

1N/A77 stocks

46.4%

2Semiconductors10 stocks

6.0%

3Drug Manufacturers - General8 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T33.3K shares-7.31%2026-06-302026-07-17

RSP INVESCO EXCHANGE TRADED FD T66.8K shares1.63%2026-06-302026-07-17

IWM ISHARES TR41.2K shares6.77%2026-06-302026-07-17

ISHARES TR ISHARES TR107.3K shares3.21%2026-06-302026-07-17

AAPL APPLE INC34.3K shares1.58%2026-06-302026-07-17

MSFT MICROSOFT CORP23.2K shares1.82%2026-06-302026-07-17

IGIB ISHARES TR162.0K shares2.90%2026-06-302026-07-17

IGSB ISHARES TR158.9K shares4.53%2026-06-302026-07-17

Sponsored

GLW CORNING INC30.0K shares-9.24%2026-06-302026-07-17

GOOGL ALPHABET INC20.9K shares0.27%2026-06-302026-07-17

GS GOLDMAN SACHS GROUP INC7.1K shares-0.46%2026-06-302026-07-17

VIG VANGUARD SPECIALIZED FUNDS29.3K shares0.14%2026-06-302026-07-17

JPMORGAN CHASE & CO JPMORGAN CHASE & CO20.5K shares0.18%2026-06-302026-07-17

VANGUARD INDEX FDS VANGUARD INDEX FDS15.3K shares6.41%2026-06-302026-07-17

WMT WALMART INC42.9K shares-0.71%2026-06-302026-07-17

ISHARES TR ISHARES TR6.4K shares13.13%2026-06-302026-07-17

Sponsored

AMZN AMAZON COM INC20.1K shares4.70%2026-06-302026-07-17

JNJ JOHNSON & JOHNSON18.5K shares1.66%2026-06-302026-07-17

MU MICRON TECHNOLOGY INC4.1K shares-13.96%2026-06-302026-07-17

NVDA NVIDIA CORPORATION22.3K shares3.16%2026-06-302026-07-17

FPE FIRST TR EXCH TRADED FD III246.9K shares-0.10%2026-06-302026-07-17

SCHD SCHWAB STRATEGIC TR138.9K shares49.15%2026-06-302026-07-17

LLY ELI LILLY & CO3.3K shares3.08%2026-06-302026-07-17

BSCR INVESCO EXCH TRD SLF IDX FD191.7K shares0.53%2026-06-302026-07-17

Sponsored

CAT CATERPILLAR INC3.5K shares-0.82%2026-06-302026-07-17

ABBVIE INC ABBVIE INC13.8K shares3.79%2026-06-302026-07-17

BSCS INVESCO EXCH TRD SLF IDX FD164.7K shares0.84%2026-06-302026-07-17

FTSL FIRST TR EXCHANGE-TRADED FD72.3K shares-1.19%2026-06-302026-07-17

XLE SELECT SECTOR SPDR TR59.3K shares0.20%2026-06-302026-07-17

SPYI NEOS ETF TRUST58.3K shares2.56%2026-06-302026-07-17

VNQ VANGUARD INDEX FDS31.6K shares48.19%2026-06-302026-07-17

SCHA SCHWAB STRATEGIC TR80.4K shares-0.24%2026-06-302026-07-17

Sponsored

MRVL MARVELL TECHNOLOGY INC9.7K shares14.73%2026-06-302026-07-17

BSCT INVESCO EXCH TRD SLF IDX FD152.7K shares1.00%2026-06-302026-07-17

CISCO SYS INC CISCO SYS INC23.7K shares0.33%2026-06-302026-07-17

AMGN AMGEN INC7.6K shares-0.64%2026-06-302026-07-17

QUANTA SVCS INC QUANTA SVCS INC3.8K shares3.52%2026-06-302026-07-17

SCHX SCHWAB STRATEGIC TR90.2K shares5.22%2026-06-302026-07-17

TT TRANE TECHNOLOGIES PLC5.4K shares1.30%2026-06-302026-07-17

HYS PIMCO ETF TR28.2K shares0.13%2026-06-302026-07-17

Sponsored

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR58.0K shares1.03%2026-06-302026-07-17

VISA INC VISA INC7.4K shares0.88%2026-06-302026-07-17

DES WISDOMTREE TR58.7K shares1.56%2026-06-302026-07-17

SCHW SCHWAB CHARLES CORP25.8K shares2.06%2026-06-302026-07-17

PG PROCTER & GAMBLE CO15.9K shares-0.18%2026-06-302026-07-17

HD HOME DEPOT INC6.4K shares-0.75%2026-06-302026-07-17

KO COCA COLA CO27.2K shares0.66%2026-06-302026-07-17

PEP PEPSICO INC16.3K shares1.22%2026-06-302026-07-17

Sponsored

IWB ISHARES TR5.4K shares-0.37%2026-06-302026-07-17

GOOG ALPHABET INC6.2K shares0.81%2026-06-302026-07-17

CSX CSX CORP45.4K shares-0.16%2026-06-302026-07-17

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION14.7K shares-0.34%2026-06-302026-07-17

SYK STRYKER CORPORATION6.7K shares-2.05%2026-06-302026-07-17

IBM INTERNATIONAL BUSINESS MACHS7.3K shares-0.31%2026-06-302026-07-17

EXXON MOBIL CORP EXXON MOBIL CORP15.0K shares-0.29%2026-06-302026-07-17

CVX CHEVRON CORPORATION12.4K shares-0.56%2026-06-302026-07-17

Sponsored

SCHF SCHWAB STRATEGIC TR73.7K shares-1.84%2026-06-302026-07-17

SGOV ISHARES TR19.7K shares13.43%2026-06-302026-07-17

TLTW ISHARES TR87.7K shares5.03%2026-06-302026-07-17

BAC BANK OF AMER CORP34.2K shares-1.19%2026-06-302026-07-17

JEPI J P MORGAN EXCHANGE TRADED F34.3K shares12.85%2026-06-302026-07-17

WASTE MGMT INC DEL WASTE MGMT INC DEL8.4K shares-5.33%2026-06-302026-07-17

QQQ INVESCO QQQ TR2.4K shares-29.78%2026-06-302026-07-17

WMB WILLIAMS COS INC23.2K shares0.06%2026-06-302026-07-17

Sponsored

INTC INTEL CORP12.2K shares-5.13%2026-06-302026-07-17

VO VANGUARD INDEX FDS20.9K shares291.99%2026-06-302026-07-17

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC14.4K shares6.21%2026-06-302026-07-17

ICE INTERCONTINENTAL EXCHANGE IN13.2K shares-0.70%2026-06-302026-07-17

ITW ILLINOIS TOOL WKS INC5.9K shares0.02%2026-06-302026-07-17

VWO VANGUARD INTL EQUITY INDEX F26.4K shares4.15%2026-06-302026-07-17

ETN EATON CORP PLC3.7K shares1.88%2026-06-302026-07-17

XLI SELECT SECTOR SPDR TR8.5K shares-1.91%2026-06-302026-07-17

Sponsored

HOOD ROBINHOOD MKTS INC15.5K shares-34.76%2026-06-302026-07-17

GE GE AEROSPACE4.1K shares13.85%2026-06-302026-07-17

BK BANK OF NY MELLON CORP10.5K shares0.87%2026-06-302026-07-17

VOO VANGUARD INDEX FDS2.2K shares1.17%2026-06-302026-07-17

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.6K shares3.13%2026-06-302026-07-17

VOX VANGUARD WORLD FD8.0K shares-1.23%2026-06-302026-07-17

AXP AMERICAN EXPRESS CO4.3K shares10.15%2026-06-302026-07-17

BMY BRISTOL-MYERS SQUIBB CO25.3K shares6.29%2026-06-302026-07-17

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC16.3K shares1.09%2026-06-302026-07-17

VYM VANGUARD WHITEHALL FDS8.7K shares0.00%2026-06-302026-07-17

IEMG ISHARES INC16.6K shares13.62%2026-06-302026-07-17

XLK SELECT SECTOR SPDR TR7.1K shares2.45%2026-06-302026-07-17

EFA ISHARES TR12.7K shares-1.94%2026-06-302026-07-17

GLD SPDR GOLD TR3.4K shares-29.63%2026-06-302026-07-17

VV VANGUARD INDEX FDS3.5K shares0.14%2026-06-302026-07-17

FICO FAIR ISAAC CORP1.0K shares-0.10%2026-06-302026-07-17

Sponsored

QLTY GMO ETF TRUST28.2K shares1.44%2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL2.3K shares-4.78%2026-06-302026-07-17

MCD MCDONALDS CORP4.1K shares0.00%2026-06-302026-07-17

VGT VANGUARD WORLD FD9.1K shares899.45%2026-06-302026-07-17

ADP AUTOMATIC DATA PROCESSING IN4.8K shares-3.84%2026-06-302026-07-17

TXN TEXAS INSTRS INC3.5K shares-1.91%2026-06-302026-07-17

SCHC SCHWAB STRATEGIC TR21.6K shares0.00%2026-06-302026-07-17

GEV GE VERNOVA INC859 shares30.55%2026-06-302026-07-17

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD10.8K shares13.42%2026-06-302026-07-17

ABT ABBOTT LABORATORIES10.7K shares-10.91%2026-06-302026-07-17

IJH ISHARES TR12.4K shares14.21%2026-06-302026-07-17

EW EDWARDS LIFESCIENCES CORP10.4K shares-0.67%2026-06-302026-07-17

PFE PFIZER INC38.0K shares302.14%2026-06-302026-07-17

LMT LOCKHEED MARTIN CORP1.8K shares-2.75%2026-06-302026-07-17

IGPT INVESCO EXCHANGE TRADED FD T8.6K shares10.89%2026-06-302026-07-17

WFC WELLS FARGO & CO10.7K shares-0.92%2026-06-302026-07-17

Sponsored

MDLZ MONDELEZ INTL INC14.3K shares-2.10%2026-06-302026-07-17

IYW ISHARES TR3.2K shares0.00%2026-06-302026-07-17

MRK MERCK & CO INC6.3K shares0.17%2026-06-302026-07-17

SCHE SCHWAB STRATEGIC TR21.7K shares-3.76%2026-06-302026-07-17

BSCQ INVESCO EXCH TRD SLF IDX FD39.8K shares-58.39%2026-06-302026-07-17

C CITIGROUP INC5.5K shares12.82%2026-06-302026-07-17

UNM UNUM GROUP8.2K shares2.13%2026-06-302026-07-17

SCHM SCHWAB STRATEGIC TR19.6K shares-7.54%2026-06-302026-07-17

Sponsored

CMF ISHARES TR12.4K shares0.00%2026-06-302026-07-17

HBAN HUNTINGTON BANCSHARES INC40.1K shares0.79%2026-06-302026-07-17

MRNA MODERNA INC9.8K shares-14.05%2026-06-302026-07-17

MPC MARATHON PETE CORP2.7K shares-1.12%2026-06-302026-07-17

PANW PALO ALTO NETWORKS INC2.0K shares6.26%2026-06-302026-07-17

DUK DUKE ENERGY CORP NEW5.2K shares0.66%2026-06-302026-07-17

XSD SPDR SERIES TRUST1.0K shares0.00%2026-06-302026-07-17

EMLP FIRST TR EXCHANGE-TRADED FD14.7K shares0.00%2026-06-302026-07-17

Sponsored

IVW ISHARES TR4.6K shares0.00%2026-06-302026-07-17

OEF ISHARES TR1.7K shares0.00%2026-06-302026-07-17

IRM IRON MTN INC DEL4.9K shares8.79%2026-06-302026-07-17

IWF ISHARES TR4.9K shares300.24%2026-06-302026-07-17

SCHG SCHWAB STRATEGIC TR17.9K shares0.10%2026-06-302026-07-17

YOU CLEAR SECURE INC10.8K shares5.87%2026-06-302026-07-17

DE DEERE & CO925 shares0.00%2026-06-302026-07-17

NVS NOVARTIS AG3.7K shares0.00%2026-06-302026-07-17

Sponsored

BROADCOM INC BROADCOM INC1.5K shares-27.68%2026-06-302026-07-17

SMH VANECK ETF TRUST878 shares-49.97%2026-06-302026-07-17

COP CONOCOPHILLIPS5.3K shares8.08%2026-06-302026-07-17

DON WISDOMTREE TR9.6K shares0.00%2026-06-302026-07-17

COPX GLOBAL X FDS6.9K sharesnew addition2026-06-302026-07-17

AIG AMERICAN INTL GROUP INC7.1K shares2.27%2026-06-302026-07-17

SBUX STARBUCKS CORP5.0K shares0.00%2026-06-302026-07-17

PYPL PAYPAL HLDGS INC11.4K shares-5.60%2026-06-302026-07-17

Sponsored

BCI ABRDN ETFS22.0K shares-2.63%2026-06-302026-07-17

AMD ADVANCED MICRO DEVICES INC808 sharesnew addition2026-06-302026-07-17

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.4K shares0.00%2026-06-302026-07-17

TSM TAIWAN SEMICONDUCTOR MANUFAC932 sharesnew addition2026-06-302026-07-17

EBAY EBAY INC.3.9K shares15.45%2026-06-302026-07-17

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F7.1K shares33.87%2026-06-302026-07-17

XLV SELECT SECTOR SPDR TR2.7K shares-49.35%2026-06-302026-07-17

ETD ETHAN ALLEN INTERIORS INC18.4K shares-8.44%2026-06-302026-07-17

Sponsored

IAU ISHARES GOLD TR5.4K shares0.00%2026-06-302026-07-17

BSX BOSTON SCIENTIFIC CORP9.6K shares-14.13%2026-06-302026-07-17

IWR ISHARES TR3.7K shares36.11%2026-06-302026-07-17

XLF SELECT SECTOR SPDR TR7.5K shares-5.87%2026-06-302026-07-17

VTV VANGUARD INDEX FDS1.8K shares0.00%2026-06-302026-07-17

DEM WISDOMTREE TR7.4K shares0.00%2026-06-302026-07-17

IWP ISHARES TR2.6K shares0.00%2026-06-302026-07-17

MEDTRONIC PLC MEDTRONIC PLC4.9K shares-25.18%2026-06-302026-07-17

Sponsored

META PLATFORMS INC META PLATFORMS INC661 shares-32.69%2026-06-302026-07-17

VIGI VANGUARD WHITEHALL FDS3.9K shares7.23%2026-06-302026-07-17

FV FIRST TR EXCHANGE TRADED FD4.8K sharesnew addition2026-06-302026-07-17

SLV ISHARES SILVER TR6.6K shares2.40%2026-06-302026-07-17

IVE ISHARES TR1.5K shares0.00%2026-06-302026-07-17

SMTC SEMTECH CORP2.0K sharesnew addition2026-06-302026-07-17

MDY STATE STR SPDR S&P MIDCAP 40463 shares0.00%2026-06-302026-07-17

UBER UBER TECHNOLOGIES INC4.5K shares0.00%2026-06-302026-07-17

Sponsored

GMOV GMO ETF TRUST10.9K shares0.00%2026-06-302026-07-17

BX BLACKSTONE INC2.6K shares1.27%2026-06-302026-07-17

MSI MOTOROLA SOLUTIONS INC740 shares0.00%2026-06-302026-07-17

GMOI GMO ETF TRUST8.1K shares-24.52%2026-06-302026-07-17

SCHV SCHWAB STRATEGIC TR8.7K shares-3.28%2026-06-302026-07-17

URA GLOBAL X FDS6.8K shares-1.94%2026-06-302026-07-17

HCA HCA HEALTHCARE INC750 shares-1.83%2026-06-302026-07-17

IHDG WISDOMTREE TR5.5K shares-2.65%2026-06-302026-07-17

Sponsored

ARM ARM HOLDINGS PLC805 sharesnew addition2026-06-302026-07-17

NTRS NORTHERN TR CORP1.6K shares0.00%2026-06-302026-07-17

SWKS SKYWORKS SOLUTIONS INC4.1K sharesnew addition2026-06-302026-07-17

IJR ISHARES TR1.9K sharesnew addition2026-06-302026-07-17

IXN ISHARES TR1.9K sharesnew addition2026-06-302026-07-17

VST VISTRA CORP1.6K sharesnew addition2026-06-302026-07-17

HSIC SCHEIN HENRY INC3.0K shares0.00%2026-06-302026-07-17

CBT CABOT CORP2.8K sharesnew addition2026-06-302026-07-17

Sponsored

DIS DISNEY WALT CO2.4K shares-4.89%2026-06-302026-07-17

JPST J P MORGAN EXCHANGE TRADED F4.6K sharesnew addition2026-06-302026-07-17

OHI OMEGA HEALTHCARE INVS INC4.8K shares0.00%2026-06-302026-07-17

MYRG MYR GROUP INC453 sharesnew addition2026-06-302026-07-17

SHW SHERWIN WILLIAMS CO650 shares0.00%2026-06-302026-07-17

GILD GILEAD SCIENCES INC1.8K sharesnew addition2026-06-302026-07-17

AVUV AMERICAN CENTY ETF TR1.8K sharesnew addition2026-06-302026-07-17

GNRC GENERAC HLDGS INC739 sharesnew addition2026-06-302026-07-17

Sponsored

BE BLOOM ENERGY CORP689 sharesnew addition2026-06-302026-07-17

FELE FRANKLIN ELEC INC1.9K sharesnew addition2026-06-302026-07-17

RSG REPUBLIC SVCS INC945 shares0.00%2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T

-7.31%

Shares33.3K

Event2026-06-30

Filed2026-07-17

RSP

INVESCO EXCHANGE TRADED FD T

1.63%

Shares66.8K

Event2026-06-30

Filed2026-07-17

IWM

ISHARES TR

6.77%

Shares41.2K

Event2026-06-30

Filed2026-07-17

ISHARES TR

3.21%

Shares107.3K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

1.58%

Shares34.3K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

1.82%

Shares23.2K

Event2026-06-30

Filed2026-07-17

IGIB

ISHARES TR

2.90%

Shares162.0K

Event2026-06-30

Filed2026-07-17

IGSB

ISHARES TR

4.53%

Shares158.9K

Event2026-06-30

Filed2026-07-17

GLW

CORNING INC

-9.24%

Shares30.0K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

0.27%

Shares20.9K

Event2026-06-30

Filed2026-07-17

GOLDMAN SACHS GROUP INC

-0.46%

Shares7.1K

Event2026-06-30

Filed2026-07-17

VIG

VANGUARD SPECIALIZED FUNDS

0.14%

Shares29.3K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

0.18%

Shares20.5K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

6.41%

Shares15.3K

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC

-0.71%

Shares42.9K

Event2026-06-30

Filed2026-07-17

ISHARES TR

13.13%

Shares6.4K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

4.70%

Shares20.1K

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON

1.66%

Shares18.5K

Event2026-06-30

Filed2026-07-17

MICRON TECHNOLOGY INC

-13.96%

Shares4.1K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

3.16%

Shares22.3K

Event2026-06-30

Filed2026-07-17

FPE

FIRST TR EXCH TRADED FD III

-0.10%

Shares246.9K

Event2026-06-30

Filed2026-07-17

SCHD

SCHWAB STRATEGIC TR

49.15%

Shares138.9K

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO

3.08%

Shares3.3K

Event2026-06-30

Filed2026-07-17

BSCR

INVESCO EXCH TRD SLF IDX FD

0.53%

Shares191.7K

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC

-0.82%

Shares3.5K

Event2026-06-30

Filed2026-07-17

ABBVIE INC

3.79%

Shares13.8K

Event2026-06-30

Filed2026-07-17

BSCS

INVESCO EXCH TRD SLF IDX FD

0.84%

Shares164.7K

Event2026-06-30

Filed2026-07-17

FTSL

FIRST TR EXCHANGE-TRADED FD

-1.19%

Shares72.3K

Event2026-06-30

Filed2026-07-17

XLE

SELECT SECTOR SPDR TR

0.20%

Shares59.3K

Event2026-06-30

Filed2026-07-17

SPYI

NEOS ETF TRUST

2.56%

Shares58.3K

Event2026-06-30

Filed2026-07-17

VNQ

VANGUARD INDEX FDS

48.19%

Shares31.6K

Event2026-06-30

Filed2026-07-17

SCHA

SCHWAB STRATEGIC TR

-0.24%

Shares80.4K

Event2026-06-30

Filed2026-07-17

MRVL

MARVELL TECHNOLOGY INC

14.73%

Shares9.7K

Event2026-06-30

Filed2026-07-17

BSCT

INVESCO EXCH TRD SLF IDX FD

1.00%

Shares152.7K

Event2026-06-30

Filed2026-07-17

CISCO SYS INC

0.33%

Shares23.7K

Event2026-06-30

Filed2026-07-17

AMGN

AMGEN INC

-0.64%

Shares7.6K

Event2026-06-30

Filed2026-07-17

QUANTA SVCS INC

3.52%

Shares3.8K

Event2026-06-30

Filed2026-07-17

SCHX

SCHWAB STRATEGIC TR

5.22%

Shares90.2K

Event2026-06-30

Filed2026-07-17

TRANE TECHNOLOGIES PLC

1.30%

Shares5.4K

Event2026-06-30

Filed2026-07-17

HYS

PIMCO ETF TR

0.13%

Shares28.2K

Event2026-06-30

Filed2026-07-17

SELECT SECTOR SPDR TR

1.03%

Shares58.0K

Event2026-06-30

Filed2026-07-17

VISA INC

0.88%

Shares7.4K

Event2026-06-30

Filed2026-07-17

DES

WISDOMTREE TR

1.56%

Shares58.7K

Event2026-06-30

Filed2026-07-17

SCHW

SCHWAB CHARLES CORP

2.06%

Shares25.8K

Event2026-06-30

Filed2026-07-17

PROCTER & GAMBLE CO

-0.18%

Shares15.9K

Event2026-06-30

Filed2026-07-17

HOME DEPOT INC

-0.75%

Shares6.4K

Event2026-06-30

Filed2026-07-17

COCA COLA CO

0.66%

Shares27.2K

Event2026-06-30

Filed2026-07-17

PEP

PEPSICO INC

1.22%

Shares16.3K

Event2026-06-30

Filed2026-07-17

IWB

ISHARES TR

-0.37%

Shares5.4K

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC

0.81%

Shares6.2K

Event2026-06-30

Filed2026-07-17

CSX

CSX CORP

-0.16%

Shares45.4K

Event2026-06-30

Filed2026-07-17

JOHNSON CONTROLS INTERNATION

-0.34%

Shares14.7K

Event2026-06-30

Filed2026-07-17

SYK

STRYKER CORPORATION

-2.05%

Shares6.7K

Event2026-06-30

Filed2026-07-17

IBM

INTERNATIONAL BUSINESS MACHS

-0.31%

Shares7.3K

Event2026-06-30

Filed2026-07-17

EXXON MOBIL CORP

-0.29%

Shares15.0K

Event2026-06-30

Filed2026-07-17

CVX

CHEVRON CORPORATION

-0.56%

Shares12.4K

Event2026-06-30

Filed2026-07-17

SCHF

SCHWAB STRATEGIC TR

-1.84%

Shares73.7K

Event2026-06-30

Filed2026-07-17

SGOV

ISHARES TR

13.43%

Shares19.7K

Event2026-06-30

Filed2026-07-17

TLTW

ISHARES TR

5.03%

Shares87.7K

Event2026-06-30

Filed2026-07-17

BAC

BANK OF AMER CORP

-1.19%

Shares34.2K

Event2026-06-30

Filed2026-07-17

JEPI

J P MORGAN EXCHANGE TRADED F

12.85%

Shares34.3K

Event2026-06-30

Filed2026-07-17

WASTE MGMT INC DEL

-5.33%

Shares8.4K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

-29.78%

Shares2.4K

Event2026-06-30

Filed2026-07-17

WMB

WILLIAMS COS INC

0.06%

Shares23.2K

Event2026-06-30

Filed2026-07-17

INTC

INTEL CORP

-5.13%

Shares12.2K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

291.99%

Shares20.9K

Event2026-06-30

Filed2026-07-17

PALANTIR TECHNOLOGIES INC

6.21%

Shares14.4K

Event2026-06-30

Filed2026-07-17

ICE

INTERCONTINENTAL EXCHANGE IN

-0.70%

Shares13.2K

Event2026-06-30

Filed2026-07-17

ITW

ILLINOIS TOOL WKS INC

0.02%

Shares5.9K

Event2026-06-30

Filed2026-07-17

VWO

VANGUARD INTL EQUITY INDEX F

4.15%

Shares26.4K

Event2026-06-30

Filed2026-07-17

ETN

EATON CORP PLC

1.88%

Shares3.7K

Event2026-06-30

Filed2026-07-17

XLI

SELECT SECTOR SPDR TR

-1.91%

Shares8.5K

Event2026-06-30

Filed2026-07-17

HOOD

ROBINHOOD MKTS INC

-34.76%

Shares15.5K

Event2026-06-30

Filed2026-07-17

GE AEROSPACE

13.85%

Shares4.1K

Event2026-06-30

Filed2026-07-17

BANK OF NY MELLON CORP

0.87%

Shares10.5K

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD INDEX FDS

1.17%

Shares2.2K

Event2026-06-30

Filed2026-07-17

COSTCO WHOLESALE CORPORATION

3.13%

Shares1.6K

Event2026-06-30

Filed2026-07-17

VOX

VANGUARD WORLD FD

-1.23%

Shares8.0K

Event2026-06-30

Filed2026-07-17

AXP

AMERICAN EXPRESS CO

10.15%

Shares4.3K

Event2026-06-30

Filed2026-07-17

BMY

BRISTOL-MYERS SQUIBB CO

6.29%

Shares25.3K

Event2026-06-30

Filed2026-07-17

NEXTERA ENERGY INC

1.09%

Shares16.3K

Event2026-06-30

Filed2026-07-17

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-17

IEMG

ISHARES INC

13.62%

Shares16.6K

Event2026-06-30

Filed2026-07-17

XLK

SELECT SECTOR SPDR TR

2.45%

Shares7.1K

Event2026-06-30

Filed2026-07-17

EFA

ISHARES TR

-1.94%

Shares12.7K

Event2026-06-30

Filed2026-07-17

GLD

SPDR GOLD TR

-29.63%

Shares3.4K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

0.14%

Shares3.5K

Event2026-06-30

Filed2026-07-17

FICO

FAIR ISAAC CORP

-0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-17

QLTY

GMO ETF TRUST

1.44%

Shares28.2K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL

-4.78%

Shares2.3K

Event2026-06-30

Filed2026-07-17

MCD

MCDONALDS CORP

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-17

VGT

VANGUARD WORLD FD

899.45%

Shares9.1K

Event2026-06-30

Filed2026-07-17

ADP

AUTOMATIC DATA PROCESSING IN

-3.84%

Shares4.8K

Event2026-06-30

Filed2026-07-17

TXN

TEXAS INSTRS INC

-1.91%

Shares3.5K

Event2026-06-30

Filed2026-07-17

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares21.6K

Event2026-06-30

Filed2026-07-17

GEV

GE VERNOVA INC

30.55%

Shares859

Event2026-06-30

Filed2026-07-17

CIBR

FIRST TR EXCHANGE-TRADED FD

13.42%

Shares10.8K

Event2026-06-30

Filed2026-07-17

ABT

ABBOTT LABORATORIES

-10.91%

Shares10.7K

Event2026-06-30

Filed2026-07-17

IJH

ISHARES TR

14.21%

Shares12.4K

Event2026-06-30

Filed2026-07-17

EDWARDS LIFESCIENCES CORP

-0.67%

Shares10.4K

Event2026-06-30

Filed2026-07-17

PFE

PFIZER INC

302.14%

Shares38.0K

Event2026-06-30

Filed2026-07-17

LMT

LOCKHEED MARTIN CORP

-2.75%

Shares1.8K

Event2026-06-30

Filed2026-07-17

IGPT

INVESCO EXCHANGE TRADED FD T

10.89%

Shares8.6K

Event2026-06-30

Filed2026-07-17

WFC

WELLS FARGO & CO

-0.92%

Shares10.7K

Event2026-06-30

Filed2026-07-17

MDLZ

MONDELEZ INTL INC

-2.10%

Shares14.3K

Event2026-06-30

Filed2026-07-17

IYW

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-17

MRK

MERCK & CO INC

0.17%

Shares6.3K

Event2026-06-30

Filed2026-07-17

SCHE

SCHWAB STRATEGIC TR

-3.76%

Shares21.7K

Event2026-06-30

Filed2026-07-17

BSCQ

INVESCO EXCH TRD SLF IDX FD

-58.39%

Shares39.8K

Event2026-06-30

Filed2026-07-17

CITIGROUP INC

12.82%

Shares5.5K

Event2026-06-30

Filed2026-07-17

UNM

UNUM GROUP

2.13%

Shares8.2K

Event2026-06-30

Filed2026-07-17

SCHM

SCHWAB STRATEGIC TR

-7.54%

Shares19.6K

Event2026-06-30

Filed2026-07-17

CMF

ISHARES TR

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-17

HBAN

HUNTINGTON BANCSHARES INC

0.79%

Shares40.1K

Event2026-06-30

Filed2026-07-17

MRNA

MODERNA INC

-14.05%

Shares9.8K

Event2026-06-30

Filed2026-07-17

MPC

MARATHON PETE CORP

-1.12%

Shares2.7K

Event2026-06-30

Filed2026-07-17

PANW

PALO ALTO NETWORKS INC

6.26%

Shares2.0K

Event2026-06-30

Filed2026-07-17

DUK

DUKE ENERGY CORP NEW

0.66%

Shares5.2K

Event2026-06-30

Filed2026-07-17

XSD

SPDR SERIES TRUST

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-17

EMLP

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares14.7K

Event2026-06-30

Filed2026-07-17

IVW

ISHARES TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-17

OEF

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-17

IRM

IRON MTN INC DEL

8.79%

Shares4.9K

Event2026-06-30

Filed2026-07-17

IWF

ISHARES TR

300.24%

Shares4.9K

Event2026-06-30

Filed2026-07-17

SCHG

SCHWAB STRATEGIC TR

0.10%

Shares17.9K

Event2026-06-30

Filed2026-07-17

YOU

CLEAR SECURE INC

5.87%

Shares10.8K

Event2026-06-30

Filed2026-07-17

DEERE & CO

0.00%

Shares925

Event2026-06-30

Filed2026-07-17

NVS

NOVARTIS AG

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-17

BROADCOM INC

-27.68%

Shares1.5K

Event2026-06-30

Filed2026-07-17

SMH

VANECK ETF TRUST

-49.97%

Shares878

Event2026-06-30

Filed2026-07-17

COP

CONOCOPHILLIPS

8.08%

Shares5.3K

Event2026-06-30

Filed2026-07-17

DON

WISDOMTREE TR

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-17

COPX

GLOBAL X FDS

New

Shares6.9K

Event2026-06-30

Filed2026-07-17

AIG

AMERICAN INTL GROUP INC

2.27%

Shares7.1K

Event2026-06-30

Filed2026-07-17

SBUX

STARBUCKS CORP

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-17

PYPL

PAYPAL HLDGS INC

-5.60%

Shares11.4K

Event2026-06-30

Filed2026-07-17

BCI

ABRDN ETFS

-2.63%

Shares22.0K

Event2026-06-30

Filed2026-07-17

AMD

ADVANCED MICRO DEVICES INC

New

Shares808

Event2026-06-30

Filed2026-07-17

TRAVELERS COMPANIES INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares932

Event2026-06-30

Filed2026-07-17

EBAY

EBAY INC.

15.45%

Shares3.9K

Event2026-06-30

Filed2026-07-17

J P MORGAN EXCHANGE TRADED F

33.87%

Shares7.1K

Event2026-06-30

Filed2026-07-17

XLV

SELECT SECTOR SPDR TR

-49.35%

Shares2.7K

Event2026-06-30

Filed2026-07-17

ETD

ETHAN ALLEN INTERIORS INC

-8.44%

Shares18.4K

Event2026-06-30

Filed2026-07-17

IAU

ISHARES GOLD TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-17

BSX

BOSTON SCIENTIFIC CORP

-14.13%

Shares9.6K

Event2026-06-30

Filed2026-07-17

IWR

ISHARES TR

36.11%

Shares3.7K

Event2026-06-30

Filed2026-07-17

XLF

SELECT SECTOR SPDR TR

-5.87%

Shares7.5K

Event2026-06-30

Filed2026-07-17

VTV

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-17

DEM

WISDOMTREE TR

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-17

IWP

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-17

MEDTRONIC PLC

-25.18%

Shares4.9K

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC

-32.69%

Shares661

Event2026-06-30

Filed2026-07-17

VIGI

VANGUARD WHITEHALL FDS

7.23%

Shares3.9K

Event2026-06-30

Filed2026-07-17

FIRST TR EXCHANGE TRADED FD

New

Shares4.8K

Event2026-06-30

Filed2026-07-17

SLV

ISHARES SILVER TR

2.40%

Shares6.6K

Event2026-06-30

Filed2026-07-17

IVE

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-17

SMTC

SEMTECH CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-17

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares463

Event2026-06-30

Filed2026-07-17

UBER

UBER TECHNOLOGIES INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-17

GMOV

GMO ETF TRUST

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-17

BLACKSTONE INC

1.27%

Shares2.6K

Event2026-06-30

Filed2026-07-17

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares740

Event2026-06-30

Filed2026-07-17

GMOI

GMO ETF TRUST

-24.52%

Shares8.1K

Event2026-06-30

Filed2026-07-17

SCHV

SCHWAB STRATEGIC TR

-3.28%

Shares8.7K

Event2026-06-30

Filed2026-07-17

URA

GLOBAL X FDS

-1.94%

Shares6.8K

Event2026-06-30

Filed2026-07-17

HCA

HCA HEALTHCARE INC

-1.83%

Shares750

Event2026-06-30

Filed2026-07-17

IHDG

WISDOMTREE TR

-2.65%

Shares5.5K

Event2026-06-30

Filed2026-07-17

ARM

ARM HOLDINGS PLC

New

Shares805

Event2026-06-30

Filed2026-07-17

NTRS

NORTHERN TR CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-17

SWKS

SKYWORKS SOLUTIONS INC

New

Shares4.1K

Event2026-06-30

Filed2026-07-17

IJR

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-17

IXN

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-17

VST

VISTRA CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-17

HSIC

SCHEIN HENRY INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-17

CBT

CABOT CORP

New

Shares2.8K

Event2026-06-30

Filed2026-07-17

DIS

DISNEY WALT CO

-4.89%

Shares2.4K

Event2026-06-30

Filed2026-07-17

JPST

J P MORGAN EXCHANGE TRADED F

New

Shares4.6K

Event2026-06-30

Filed2026-07-17

OHI

OMEGA HEALTHCARE INVS INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-17

MYRG

MYR GROUP INC

New

Shares453

Event2026-06-30

Filed2026-07-17

SHW

SHERWIN WILLIAMS CO

0.00%

Shares650

Event2026-06-30

Filed2026-07-17

GILD

GILEAD SCIENCES INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-17

AVUV

AMERICAN CENTY ETF TR

New

Shares1.8K

Event2026-06-30

Filed2026-07-17

GNRC

GENERAC HLDGS INC

New

Shares739

Event2026-06-30

Filed2026-07-17

BLOOM ENERGY CORP

New

Shares689

Event2026-06-30

Filed2026-07-17

FELE

FRANKLIN ELEC INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-17

RSG

REPUBLIC SVCS INC

0.00%

Shares945

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available