Sponsored

The Analysis of Aspire Growth Partners LLC's Holdings & P&L

Currently, Aspire Growth Partners LLC holds 128 types of securities in its portfolio with a total value $172.1M. In the most recent quarter, they have increased their positions in VOO (+1.8K shares, valued at $1.3M), QQQM (+4.0K shares, valued at $1.2M), VOOV (+3.9K shares, valued at $856.2K); decreased their positions in MPC (-999 shares, valued at $255.4K), NUE (-795 shares, valued at $177.1K), DRI (-638 shares, valued at $131.4K); initiated new positions in INTC (+3.2K shares, valued at $447.8K), EW (+4.0K shares, valued at $358.5K), QGRO (+2.7K shares, valued at $320.9K).

1M P&L

+5.2M+3.49%

3M P&L

+4.3M+2.87%

HY P&L

+11.1M+7.74%

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/A83.5M

54.2%

2Consumer Electronics11.7M

7.6%

3Semiconductors7.0M

4.5%

Top Industries by Stock Count

1N/A42 stocks

37.8%

2Semiconductors7 stocks

6.3%

3Aerospace & Defense5 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS28.9K shares6.82%2026-06-302026-07-29

VOOV VANGUARD ADMIRAL FDS INC58.3K shares7.18%2026-06-302026-07-29

AAPL APPLE INC40.6K shares0.52%2026-06-302026-07-29

QQQM INVESCO EXCH TRADED FD TR II33.8K shares13.33%2026-06-302026-07-29

CGUS CAPITAL GROUP CORE EQUITY ET173.8K shares7.54%2026-06-302026-07-29

CGDV CAPITAL GROUP DIVIDEND VALUE125.7K shares6.42%2026-06-302026-07-29

MSFT MICROSOFT CORP15.8K shares5.15%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO11.4K shares5.62%2026-06-302026-07-29

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS9.8K shares0.55%2026-06-302026-07-29

CGXU CAPITAL GROUP INTL FOCUS EQT99.3K shares1.61%2026-06-302026-07-29

GOOG ALPHABET INC9.5K shares6.35%2026-06-302026-07-29

AMZN AMAZON COM INC13.3K shares11.84%2026-06-302026-07-29

WMT WALMART INC24.3K shares0.73%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC2.3K shares3.60%2026-06-302026-07-29

MPC MARATHON PETE CORP8.8K shares-10.24%2026-06-302026-07-29

GOOGL ALPHABET INC6.3K shares0.05%2026-06-302026-07-29

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP15.3K shares0.52%2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS7.0K shares-3.58%2026-06-302026-07-29

QQQ INVESCO QQQ TR2.4K shares-0.17%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC3.0K shares2.27%2026-06-302026-07-29

USMV ISHARES TR16.4K shares0.30%2026-06-302026-07-29

VISA INC VISA INC4.5K shares9.03%2026-06-302026-07-29

CGDG CAPITAL GROUP DIVIDEND GROWE39.3K shares22.87%2026-06-302026-07-29

LLY ELI LILLY & CO1.2K shares14.47%2026-06-302026-07-29

Sponsored

IEMG ISHARES INC16.6K shares4.23%2026-06-302026-07-29

GEV GE VERNOVA INC1.1K shares-0.26%2026-06-302026-07-29

ETN EATON CORP PLC3.1K shares1.10%2026-06-302026-07-29

TT TRANE TECHNOLOGIES PLC2.7K shares0.18%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP2.5K shares-0.08%2026-06-302026-07-29

IJJ ISHARES TR8.4K shares4.23%2026-06-302026-07-29

ADI ANALOG DEVICES INC3.1K shares1.53%2026-06-302026-07-29

CGGR CAPITAL GROUP GROWTH ETF25.4K shares1.32%2026-06-302026-07-29

Sponsored

HAL HALLIBURTON CO34.1K shares-1.16%2026-06-302026-07-29

CAT CATERPILLAR INC1.1K shares0.19%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL2.2K shares0.00%2026-06-302026-07-29

SHY ISHARES TR13.6K shares0.89%2026-06-302026-07-29

CGCP CAPITAL GRP FIXED INCM ETF T47.5K shares0.51%2026-06-302026-07-29

BROADCOM INC BROADCOM INC2.7K shares1.33%2026-06-302026-07-29

WCC WESCO INTL INC2.8K shares0.11%2026-06-302026-07-29

EUSA ISHARES INC8.3K shares0.27%2026-06-302026-07-29

Sponsored

HD HOME DEPOT INC2.7K shares-0.52%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC1.7K shares57.01%2026-06-302026-07-29

VB VANGUARD INDEX FDS3.0K shares3.58%2026-06-302026-07-29

RGS REGIS CORPORATION31.0K shares-3.73%2026-06-302026-07-29

MSI MOTOROLA SOLUTIONS INC2.1K shares0.29%2026-06-302026-07-29

RSP INVESCO EXCHANGE TRADED FD T4.1K shares0.32%2026-06-302026-07-29

UPGD INVESCO EXCHANGE TRADED FD T10.4K shares-1.11%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.0K shares25.72%2026-06-302026-07-29

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.1K shares0.28%2026-06-302026-07-29

MRK MERCK & CO INC6.2K shares-0.56%2026-06-302026-07-29

MTUM ISHARES TR2.2K shares-0.63%2026-06-302026-07-29

T AT&T INC33.6K shares-2.16%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON2.7K shares-1.60%2026-06-302026-07-29

CGCB CAPITAL GRP FIXED INCM ETF T25.1K shares80.71%2026-06-302026-07-29

VO VANGUARD INDEX FDS8.1K shares320.31%2026-06-302026-07-29

ABBVIE INC ABBVIE INC2.6K shares0.81%2026-06-302026-07-29

Sponsored

APD AIR PRODUCTS AND CHEMICALS I2.2K shares-2.75%2026-06-302026-07-29

GM GENERAL MTRS CO8.2K shares-9.12%2026-06-302026-07-29

VOOG VANGUARD ADMIRAL FDS INC7.5K shares493.00%2026-06-302026-07-29

TJX TJX COS INC NEW4.0K shares0.22%2026-06-302026-07-29

CGIE CAPITAL GROUP INTERNATIONAL15.3K shares-3.27%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS2.4K shares-0.63%2026-06-302026-07-29

LRCX LAM RESEARCH CORP1.3K shares0.16%2026-06-302026-07-29

UNP UNION PAC CORP2.0K shares-10.10%2026-06-302026-07-29

Sponsored

CHUBB LIMITED CHUBB LIMITED1.6K shares-2.63%2026-06-302026-07-29

ALL ALLSTATE CORP2.3K shares-4.54%2026-06-302026-07-29

CGCV CAPITAL GROUP CONSERVATIVE E15.7K shares118.13%2026-06-302026-07-29

CRM SALESFORCE INC3.3K shares-1.18%2026-06-302026-07-29

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V1.7K shares0.63%2026-06-302026-07-29

NVDA NVIDIA CORPORATION2.4K shares1.64%2026-06-302026-07-29

CME CME GROUP INC2.1K shares-10.03%2026-06-302026-07-29

SCHX SCHWAB STRATEGIC TR15.7K shares0.27%2026-06-302026-07-29

Sponsored

DEXCOM INC DEXCOM INC6.7K shares48.16%2026-06-302026-07-29

CVS CVS HEALTH CORP4.3K shares-7.14%2026-06-302026-07-29

TSLA TESLA INC1.1K shares1.14%2026-06-302026-07-29

INTC INTEL CORP3.2K sharesnew addition2026-06-302026-07-29

PG PROCTER & GAMBLE CO2.9K shares0.69%2026-06-302026-07-29

GE GE AEROSPACE1.1K shares-1.15%2026-06-302026-07-29

ISHARES TR ISHARES TR556 shares0.36%2026-06-302026-07-29

PFE PFIZER INC17.0K shares-3.51%2026-06-302026-07-29

Sponsored

REGN REGENERON PHARMACEUTICALS643 shares2.72%2026-06-302026-07-29

SHW SHERWIN WILLIAMS CO1.1K shares0.26%2026-06-302026-07-29

CTMX CYTOMX THERAPEUTICS INC.102.3K shares0.00%2026-06-302026-07-29

FANG DIAMONDBACK ENERGY INC2.1K shares-1.08%2026-06-302026-07-29

F FORD MTR CO26.3K shares-26.07%2026-06-302026-07-29

DRI DARDEN RESTAURANTS INC1.8K shares-26.48%2026-06-302026-07-29

CGGO CAPITAL GROUP GBL GROWTH EQT8.6K shares4.96%2026-06-302026-07-29

EW EDWARDS LIFESCIENCES CORP4.0K sharesnew addition2026-06-302026-07-29

Sponsored

MGV VANGUARD WORLD FD2.1K shares0.44%2026-06-302026-07-29

GGG GRACO INC4.4K shares0.36%2026-06-302026-07-29

IWF ISHARES TR2.6K shares257.01%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION343 shares3.00%2026-06-302026-07-29

QGRO AMERICAN CENTY ETF TR2.7K sharesnew addition2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC7.5K shares-15.93%2026-06-302026-07-29

HWM HOWMET AEROSPACE INC1.1K shares0.00%2026-06-302026-07-29

AKRE PROFESIONALLY MANAGED PORTFO5.5K shares0.00%2026-06-302026-07-29

Sponsored

LHX L3HARRIS TECHNOLOGIES INC987 shares0.41%2026-06-302026-07-29

DE DEERE & CO450 shares0.22%2026-06-302026-07-29

NEXTERA ENERGY INC NEXTERA ENERGY INC3.2K shares0.06%2026-06-302026-07-29

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL286 sharesnew addition2026-06-302026-07-29

RJF RAYMOND JAMES FINL INC1.8K shares0.39%2026-06-302026-07-29

QCOM QUALCOMM INC1.5K sharesnew addition2026-06-302026-07-29

BP BP PLC7.3K shares-5.35%2026-06-302026-07-29

VT VANGUARD INTL EQUITY INDEX F1.7K shares0.00%2026-06-302026-07-29

Sponsored

MCD MCDONALDS CORP976 shares-4.87%2026-06-302026-07-29

NUE NUCOR CORP1.2K shares-40.83%2026-06-302026-07-29

PGR PROGRESSIVE CORP1.2K sharesnew addition2026-06-302026-07-29

DIVO AMPLIFY ETF TR5.5K shares3.32%2026-06-302026-07-29

BA BOEING CO1.2K shares0.00%2026-06-302026-07-29

IJR ISHARES TR1.7K shares1.20%2026-06-302026-07-29

CGBL CAPITAL GROUP CORE BALANCED6.5K sharesnew addition2026-06-302026-07-29

IJH ISHARES TR3.2K shares0.69%2026-06-302026-07-29

Sponsored

GILD GILEAD SCIENCES INC2.0K shares0.62%2026-06-302026-07-29

PNC PNC FINL SVCS GROUP INC935 sharesnew addition2026-06-302026-07-29

VFH VANGUARD WORLD FD1.7K shares-11.72%2026-06-302026-07-29

DFIV DIMENSIONAL ETF TRUST4.2K sharesnew addition2026-06-302026-07-29

O REALTY INCOME CORP3.7K shares-11.83%2026-06-302026-07-29

VOX VANGUARD WORLD FD1.2K shares0.00%2026-06-302026-07-29

DIS DISNEY WALT CO2.2K shares-4.34%2026-06-302026-07-29

EA ELECTRONIC ARTS INC1.0K shares0.00%2026-06-302026-07-29

Sponsored

FDX FEDEX CORP672 shares-2.04%2026-06-302026-07-29

IBIT ISHARES BITCOIN TRUST ETF6.3K shares-5.97%2026-06-302026-07-29

IWD ISHARES TR854 sharesnew addition2026-06-302026-07-29

HUM HUMANA INC516 sharesnew addition2026-06-302026-07-29

TMO THERMO FISHER SCIENTIFIC INC405 sharesnew addition2026-06-302026-07-29

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC265 sharesnew addition2026-06-302026-07-29

MRVL MARVELL TECHNOLOGY INC674 sharesnew addition2026-06-302026-07-29

JPC NUVEEN PFD & INCOME OPPORTUN12.2K shares-4.15%2026-06-302026-07-29

Sponsored

VOO

VANGUARD INDEX FDS

6.82%

Shares28.9K

Event2026-06-30

Filed2026-07-29

VOOV

VANGUARD ADMIRAL FDS INC

7.18%

Shares58.3K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

0.52%

Shares40.6K

Event2026-06-30

Filed2026-07-29

QQQM

INVESCO EXCH TRADED FD TR II

13.33%

Shares33.8K

Event2026-06-30

Filed2026-07-29

CGUS

CAPITAL GROUP CORE EQUITY ET

7.54%

Shares173.8K

Event2026-06-30

Filed2026-07-29

CGDV

CAPITAL GROUP DIVIDEND VALUE

6.42%

Shares125.7K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

5.15%

Shares15.8K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

5.62%

Shares11.4K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.55%

Shares9.8K

Event2026-06-30

Filed2026-07-29

CGXU

CAPITAL GROUP INTL FOCUS EQT

1.61%

Shares99.3K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

6.35%

Shares9.5K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

11.84%

Shares13.3K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

0.73%

Shares24.3K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

3.60%

Shares2.3K

Event2026-06-30

Filed2026-07-29

MPC

MARATHON PETE CORP

-10.24%

Shares8.8K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

0.05%

Shares6.3K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

0.52%

Shares15.3K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

-3.58%

Shares7.0K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

-0.17%

Shares2.4K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

2.27%

Shares3.0K

Event2026-06-30

Filed2026-07-29

USMV

ISHARES TR

0.30%

Shares16.4K

Event2026-06-30

Filed2026-07-29

VISA INC

9.03%

Shares4.5K

Event2026-06-30

Filed2026-07-29

CGDG

CAPITAL GROUP DIVIDEND GROWE

22.87%

Shares39.3K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

14.47%

Shares1.2K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

4.23%

Shares16.6K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

-0.26%

Shares1.1K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

1.10%

Shares3.1K

Event2026-06-30

Filed2026-07-29

TRANE TECHNOLOGIES PLC

0.18%

Shares2.7K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

-0.08%

Shares2.5K

Event2026-06-30

Filed2026-07-29

IJJ

ISHARES TR

4.23%

Shares8.4K

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC

1.53%

Shares3.1K

Event2026-06-30

Filed2026-07-29

CGGR

CAPITAL GROUP GROWTH ETF

1.32%

Shares25.4K

Event2026-06-30

Filed2026-07-29

HAL

HALLIBURTON CO

-1.16%

Shares34.1K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

0.19%

Shares1.1K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-29

SHY

ISHARES TR

0.89%

Shares13.6K

Event2026-06-30

Filed2026-07-29

CGCP

CAPITAL GRP FIXED INCM ETF T

0.51%

Shares47.5K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

1.33%

Shares2.7K

Event2026-06-30

Filed2026-07-29

WCC

WESCO INTL INC

0.11%

Shares2.8K

Event2026-06-30

Filed2026-07-29

EUSA

ISHARES INC

0.27%

Shares8.3K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

-0.52%

Shares2.7K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

57.01%

Shares1.7K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

3.58%

Shares3.0K

Event2026-06-30

Filed2026-07-29

RGS

REGIS CORPORATION

-3.73%

Shares31.0K

Event2026-06-30

Filed2026-07-29

MSI

MOTOROLA SOLUTIONS INC

0.29%

Shares2.1K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

0.32%

Shares4.1K

Event2026-06-30

Filed2026-07-29

UPGD

INVESCO EXCHANGE TRADED FD T

-1.11%

Shares10.4K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

25.72%

Shares2.0K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

0.28%

Shares1.1K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

-0.56%

Shares6.2K

Event2026-06-30

Filed2026-07-29

MTUM

ISHARES TR

-0.63%

Shares2.2K

Event2026-06-30

Filed2026-07-29

AT&T INC

-2.16%

Shares33.6K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

-1.60%

Shares2.7K

Event2026-06-30

Filed2026-07-29

CGCB

CAPITAL GRP FIXED INCM ETF T

80.71%

Shares25.1K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

320.31%

Shares8.1K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

0.81%

Shares2.6K

Event2026-06-30

Filed2026-07-29

APD

AIR PRODUCTS AND CHEMICALS I

-2.75%

Shares2.2K

Event2026-06-30

Filed2026-07-29

GENERAL MTRS CO

-9.12%

Shares8.2K

Event2026-06-30

Filed2026-07-29

VOOG

VANGUARD ADMIRAL FDS INC

493.00%

Shares7.5K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

0.22%

Shares4.0K

Event2026-06-30

Filed2026-07-29

CGIE

CAPITAL GROUP INTERNATIONAL

-3.27%

Shares15.3K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

-0.63%

Shares2.4K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

0.16%

Shares1.3K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

-10.10%

Shares2.0K

Event2026-06-30

Filed2026-07-29

CHUBB LIMITED

-2.63%

Shares1.6K

Event2026-06-30

Filed2026-07-29

ALL

ALLSTATE CORP

-4.54%

Shares2.3K

Event2026-06-30

Filed2026-07-29

CGCV

CAPITAL GROUP CONSERVATIVE E

118.13%

Shares15.7K

Event2026-06-30

Filed2026-07-29

CRM

SALESFORCE INC

-1.18%

Shares3.3K

Event2026-06-30

Filed2026-07-29

NXP SEMICONDUCTORS N V

0.63%

Shares1.7K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

1.64%

Shares2.4K

Event2026-06-30

Filed2026-07-29

CME

CME GROUP INC

-10.03%

Shares2.1K

Event2026-06-30

Filed2026-07-29

SCHX

SCHWAB STRATEGIC TR

0.27%

Shares15.7K

Event2026-06-30

Filed2026-07-29

DEXCOM INC

48.16%

Shares6.7K

Event2026-06-30

Filed2026-07-29

CVS

CVS HEALTH CORP

-7.14%

Shares4.3K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

1.14%

Shares1.1K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

New

Shares3.2K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

0.69%

Shares2.9K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

-1.15%

Shares1.1K

Event2026-06-30

Filed2026-07-29

ISHARES TR

0.36%

Shares556

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

-3.51%

Shares17.0K

Event2026-06-30

Filed2026-07-29

REGN

REGENERON PHARMACEUTICALS

2.72%

Shares643

Event2026-06-30

Filed2026-07-29

SHW

SHERWIN WILLIAMS CO

0.26%

Shares1.1K

Event2026-06-30

Filed2026-07-29

CTMX

CYTOMX THERAPEUTICS INC.

0.00%

Shares102.3K

Event2026-06-30

Filed2026-07-29

FANG

DIAMONDBACK ENERGY INC

-1.08%

Shares2.1K

Event2026-06-30

Filed2026-07-29

FORD MTR CO

-26.07%

Shares26.3K

Event2026-06-30

Filed2026-07-29

DRI

DARDEN RESTAURANTS INC

-26.48%

Shares1.8K

Event2026-06-30

Filed2026-07-29

CGGO

CAPITAL GROUP GBL GROWTH EQT

4.96%

Shares8.6K

Event2026-06-30

Filed2026-07-29

EDWARDS LIFESCIENCES CORP

New

Shares4.0K

Event2026-06-30

Filed2026-07-29

MGV

VANGUARD WORLD FD

0.44%

Shares2.1K

Event2026-06-30

Filed2026-07-29

GGG

GRACO INC

0.36%

Shares4.4K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

257.01%

Shares2.6K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

3.00%

Shares343

Event2026-06-30

Filed2026-07-29

QGRO

AMERICAN CENTY ETF TR

New

Shares2.7K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

-15.93%

Shares7.5K

Event2026-06-30

Filed2026-07-29

HWM

HOWMET AEROSPACE INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

AKRE

PROFESIONALLY MANAGED PORTFO

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-29

LHX

L3HARRIS TECHNOLOGIES INC

0.41%

Shares987

Event2026-06-30

Filed2026-07-29

DEERE & CO

0.22%

Shares450

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

0.06%

Shares3.2K

Event2026-06-30

Filed2026-07-29

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares286

Event2026-06-30

Filed2026-07-29

RJF

RAYMOND JAMES FINL INC

0.39%

Shares1.8K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

BP PLC

-5.35%

Shares7.3K

Event2026-06-30

Filed2026-07-29

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

-4.87%

Shares976

Event2026-06-30

Filed2026-07-29

NUE

NUCOR CORP

-40.83%

Shares1.2K

Event2026-06-30

Filed2026-07-29

PGR

PROGRESSIVE CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

DIVO

AMPLIFY ETF TR

3.32%

Shares5.5K

Event2026-06-30

Filed2026-07-29

BOEING CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

1.20%

Shares1.7K

Event2026-06-30

Filed2026-07-29

CGBL

CAPITAL GROUP CORE BALANCED

New

Shares6.5K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

0.69%

Shares3.2K

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC

0.62%

Shares2.0K

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC

New

Shares935

Event2026-06-30

Filed2026-07-29

VFH

VANGUARD WORLD FD

-11.72%

Shares1.7K

Event2026-06-30

Filed2026-07-29

DFIV

DIMENSIONAL ETF TRUST

New

Shares4.2K

Event2026-06-30

Filed2026-07-29

REALTY INCOME CORP

-11.83%

Shares3.7K

Event2026-06-30

Filed2026-07-29

VOX

VANGUARD WORLD FD

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

-4.34%

Shares2.2K

Event2026-06-30

Filed2026-07-29

ELECTRONIC ARTS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

FDX

FEDEX CORP

-2.04%

Shares672

Event2026-06-30

Filed2026-07-29

IBIT

ISHARES BITCOIN TRUST ETF

-5.97%

Shares6.3K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

New

Shares854

Event2026-06-30

Filed2026-07-29

HUM

HUMANA INC

New

Shares516

Event2026-06-30

Filed2026-07-29

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares405

Event2026-06-30

Filed2026-07-29

CROWDSTRIKE HLDGS INC

New

Shares265

Event2026-06-30

Filed2026-07-29

MRVL

MARVELL TECHNOLOGY INC

New

Shares674

Event2026-06-30

Filed2026-07-29

JPC

NUVEEN PFD & INCOME OPPORTUN

-4.15%

Shares12.2K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available