Sponsored

The Analysis of Atala Financial Inc's Holdings & P&L

Currently, Atala Financial Inc holds 121 types of securities in its portfolio with a total value $164.5M. In the most recent quarter, they have increased their positions in VEA (+15.8K shares, valued at $1.1M), IWF (+8.9K shares, valued at $1.1M), N/A (+2.1K shares, valued at $774.9K); decreased their positions in MUC (-13.9K shares, valued at $153.0K), VB (-500 shares, valued at $151.6K), LII (-274 shares, valued at $142.5K); initiated new positions in N/A (+969 shares, valued at $555.2K), MRVL (+1.1K shares, valued at $329.8K), AMD (+388 shares, valued at $225.4K).

1M P&L

+4.7M+4.50%

3M P&L

+38.0K+0.03%

HY P&L

-3.5M-3.08%

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/A36.0M

26.4%

2Internet Content & Information15.4M

11.3%

3Semiconductors9.5M

7.0%

Top Industries by Stock Count

1N/A35 stocks

34.7%

2Semiconductors5 stocks

5.0%

3Drug Manufacturers - General4 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOOGL ALPHABET INC32.9K shares0.31%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS28.9K shares7.80%2026-06-302026-07-23

DE DEERE & CO11.2K shares0.00%2026-06-302026-07-23

MAR MARRIOTT INTL INC NEW CL A13.7K shares0.00%2026-06-302026-07-23

NVDA NVIDIA CORP24.7K shares0.90%2026-06-302026-07-23

IBM INTERNATIONAL BUSINESS MACHS16.7K shares0.00%2026-06-302026-07-23

MUC BLACKROCK MUNIHLDNGS CALI QL391.7K shares-3.43%2026-06-302026-07-23

MHD BLACKROCK MUNIHOLDINGS FD IN356.5K shares-0.66%2026-06-302026-07-23

Sponsored

MSFT MICROSOFT CORP10.0K shares2.45%2026-06-302026-07-23

AMZN AMAZON COM INC14.5K shares1.23%2026-06-302026-07-23

GOOG GEHC2518C859.5K shares-0.62%2026-06-302026-07-23

AAPL APPLE INC11.3K shares1.35%2026-06-302026-07-23

AVUV AMERICAN CENTY ETF TR25.7K shares5.95%2026-06-302026-07-23

RBLX ROBLOX CORP58.7K shares3.82%2026-06-302026-07-23

AXON AXON ENTERPRISE INC5.3K shares9.38%2026-06-302026-07-23

WMT WALMART INC25.7K shares-2.44%2026-06-302026-07-23

Sponsored

NXT NEXTRACKER INC24.0K shares-2.83%2026-06-302026-07-23

ORACLE CORPORATION ORACLE CORPORATION19.3K shares0.00%2026-06-302026-07-23

TJX TJX COS INC NEW18.3K shares0.00%2026-06-302026-07-23

QCOM QUALCOMM INC14.3K shares0.00%2026-06-302026-07-23

KO COCA-COLA COMPANY29.9K shares0.00%2026-06-302026-07-23

SHOP SHOPIFY INC CL A20.6K shares1.80%2026-06-302026-07-23

VEA VANGUARD TAX-MANAGED FDS32.2K shares95.99%2026-06-302026-07-23

BROADCOM INC BROADCOM INC5.2K shares-0.08%2026-06-302026-07-23

Sponsored

IWR ISHARES TR17.5K shares-3.40%2026-06-302026-07-23

META PLATFORMS INC CLASS A META PLATFORMS INC CLASS A3.4K shares1.43%2026-06-302026-07-23

CRM SALESFORCE INC11.7K shares1.92%2026-06-302026-07-23

AVUS AMERICAN CENTY ETF TR13.7K shares0.00%2026-06-302026-07-23

DIS WALT DISNEY COMPANY18.0K shares0.00%2026-06-302026-07-23

WIW WESTERN AST INFL LKD OPP & I192.6K shares0.00%2026-06-302026-07-23

GEHC GE HEALTHCARE TECHS INC24.0K shares-3.16%2026-06-302026-07-23

HD HOME DEPOT INC4.3K shares-0.69%2026-06-302026-07-23

Sponsored

ADOBE INC ADOBE INC7.2K shares-2.34%2026-06-302026-07-23

IWF ISHARES TR11.9K shares300.00%2026-06-302026-07-23

IWV ISHARES TR3.4K shares0.00%2026-06-302026-07-23

LRCX LAM RESEARCH CORP3.2K shares0.00%2026-06-302026-07-23

MU MICRON TECHNOLOGY INC1.2K shares0.00%2026-06-302026-07-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND10.3K shares0.00%2026-06-302026-07-23

MQT BLACKROCK MUNIYIELD QUALITY112.7K shares0.05%2026-06-302026-07-23

CVX CHEVRON CORP NEW7.5K shares-1.19%2026-06-302026-07-23

Sponsored

IAU ISHARES GOLD TR16.3K shares0.00%2026-06-302026-07-23

TSLA TESLA INC2.9K shares-0.89%2026-06-302026-07-23

NBH NEUBERGER BERMAN MUN FD INC107.3K shares1.87%2026-06-302026-07-23

ONON ON HOLDING AG31.4K shares-1.66%2026-06-302026-07-23

COHR COHERENT CORP2.7K shares0.00%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.1K shares-0.06%2026-06-302026-07-23

COSTCO WHSL CORP NEW COM COSTCO WHSL CORP NEW COM993 shares0.00%2026-06-302026-07-23

VISA INC CLASS A VISA INC CLASS A2.6K shares0.00%2026-06-302026-07-23

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.2K shares11.26%2026-06-302026-07-23

RTX CORP RTX CORP4.7K shares0.00%2026-06-302026-07-23

VHT VANGUARD INDEX FDS2.9K shares0.52%2026-06-302026-07-23

MELI MERCADOLIBRE INC491 shares8.87%2026-06-302026-07-23

CAT CATERPILLAR INC778 shares0.00%2026-06-302026-07-23

TPL TEXAS PAC LD CORP1.8K shares7.80%2026-06-302026-07-23

FOXA FOX CORP14.5K shares0.00%2026-06-302026-07-23

VGT VANGUARD INDEX FDS6.1K shares734.80%2026-06-302026-07-23

Sponsored

TMUS T-MOBILE US INC4.2K shares-5.81%2026-06-302026-07-23

NAC NUVEEN CA QUALTY MUN INCOME57.4K shares-9.47%2026-06-302026-07-23

PANW PALO ALTO NETWORKS2.0K shares-1.35%2026-06-302026-07-23

MASTERCARD INC CL A MASTERCARD INC CL A1.3K shares0.00%2026-06-302026-07-23

VO VANGUARD INDEX FDS8.1K shares300.00%2026-06-302026-07-23

PYPL PAYPAL HOLDINGS INC15.1K shares-14.59%2026-06-302026-07-23

LLY ELI LILLY & CO537 shares0.75%2026-06-302026-07-23

MYI BLACKROCK MUNIYIELD QUALITY54.7K shares0.00%2026-06-302026-07-23

Sponsored

WFC WELLS FARGO & CO NEW7.4K shares0.00%2026-06-302026-07-23

AXP AMERICAN EXPRESS COMPANY1.8K shares1.72%2026-06-302026-07-23

IWD ISHARES TR2.4K shares0.00%2026-06-302026-07-23

XLY SELECT SECTOR SPDR TR4.1K shares0.00%2026-06-302026-07-23

AEYE INC AEYE INC969 sharesnew addition2026-06-302026-07-23

CEV EATON VANCE CALIF MUN INCOM52.6K shares0.00%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON2.1K shares0.00%2026-06-302026-07-23

ADM ARCHER DANIELS MIDLAND CO6.4K shares0.00%2026-06-302026-07-23

Sponsored

AVT AVNET INC5.5K shares0.00%2026-06-302026-07-23

VB VANGUARD INDEX FDS1.6K shares-23.83%2026-06-302026-07-23

PAA PLAINS ALL AMERN PIPELINE L21.3K shares0.00%2026-06-302026-07-23

URI UNITED RENTALS INC403 shares0.00%2026-06-302026-07-23

HAL HALLIBURTON CO13.0K shares0.00%2026-06-302026-07-23

BMY BRISTOL MYERS SQUIBB CO7.6K shares0.00%2026-06-302026-07-23

KYN KAYNE ANDERSON ENERGY INFRST31.4K shares-0.67%2026-06-302026-07-23

IOO ISHARES TR3.1K shares0.00%2026-06-302026-07-23

Sponsored

GS GOLDMAN SACHS GROUP INC419 shares0.96%2026-06-302026-07-23

VGIT VANGUARD INTER-TERM TREAS INDEX FD7.1K shares0.00%2026-06-302026-07-23

AVDE AMERICAN CENTY ETF TR4.6K shares-12.31%2026-06-302026-07-23

UNP UNION PACIFIC CORP1.5K shares0.00%2026-06-302026-07-23

TMO THERMO FISHER SCIENTIFIC INC799 shares0.00%2026-06-302026-07-23

CISCO SYS INC CISCO SYS INC3.4K shares0.00%2026-06-302026-07-23

BAC BANK OF AMERICA CORP6.9K shares0.00%2026-06-302026-07-23

POCT INNOVATOR ETFS TRUST8.4K shares0.00%2026-06-302026-07-23

Sponsored

IDA IDACORP INC2.5K shares0.00%2026-06-302026-07-23

C CITIGROUP INC2.7K shares0.75%2026-06-302026-07-23

LII LENNOX INTL INC712 shares-27.79%2026-06-302026-07-23

NETFLIX INC NETFLIX INC5.0K shares-16.11%2026-06-302026-07-23

VTV VANGUARD INDEX FDS1.6K shares-1.19%2026-06-302026-07-23

BA BOEING CO1.6K shares0.00%2026-06-302026-07-23

MMC Marsh2.0K shares0.00%2026-06-302026-07-23

MRVL MARVELL TECHNOLOGY INC1.1K sharesnew addition2026-06-302026-07-23

Sponsored

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A709 shares56.86%2026-06-302026-07-23

IUSV ISHARES TR2.9K shares0.00%2026-06-302026-07-23

XLE SELECT SECTOR SPDR TR5.8K shares0.00%2026-06-302026-07-23

DASH DOORDASH INC1.6K shares0.00%2026-06-302026-07-23

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.5K shares3.98%2026-06-302026-07-23

FDX FEDEX CORPORATION918 shares0.00%2026-06-302026-07-23

PG PROCTER & GAMBLE CO1.8K shares0.00%2026-06-302026-07-23

AVIV AMERICAN CENTY ETF TR3.3K shares0.00%2026-06-302026-07-23

Sponsored

OBDC BLUE OWL CAPITAL CORP23.3K shares0.00%2026-06-302026-07-23

MO ALTRIA GROUP INC3.5K shares0.00%2026-06-302026-07-23

SBUX STARBUCKS CORP2.4K shares0.00%2026-06-302026-07-23

JOHNSON CTLS INTL PLC JOHNSON CTLS INTL PLC1.7K shares0.00%2026-06-302026-07-23

VEU VANGUARD INTL EQUITY INDEX F A2.9K shares0.00%2026-06-302026-07-23

GILD GILEAD SCIENCES INC1.9K shares0.00%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC388 sharesnew addition2026-06-302026-07-23

PRU PRUDENTIAL FINL INC2.1K shares0.00%2026-06-302026-07-23

Sponsored

OEF ISHARES TR591 sharesnew addition2026-06-302026-07-23

SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF1.7K sharesnew addition2026-06-302026-07-23

3M CO 3M CO1.3K sharesnew addition2026-06-302026-07-23

MCHI ISHARES TR4.0K sharesnew addition2026-06-302026-07-23

EBAY EBAY INC1.8K sharesnew addition2026-06-302026-07-23

ISHARES TR ISHARES TR268 sharesnew addition2026-06-302026-07-23

MMU WESTERN ASSET MANAGED MUNS F15.0K shares0.00%2026-06-302026-07-23

HLN HALEON PLC10.9K shares0.00%2026-06-302026-07-23

Sponsored

NRGV ENERGY VAULT HOLDINGS INC13.4K shares0.00%2026-06-302026-07-23

GOOGL

ALPHABET INC

0.31%

Shares32.9K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

7.80%

Shares28.9K

Event2026-06-30

Filed2026-07-23

DEERE & CO

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-23

MAR

MARRIOTT INTL INC NEW CL A

0.00%

Shares13.7K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORP

0.90%

Shares24.7K

Event2026-06-30

Filed2026-07-23

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares16.7K

Event2026-06-30

Filed2026-07-23

MUC

BLACKROCK MUNIHLDNGS CALI QL

-3.43%

Shares391.7K

Event2026-06-30

Filed2026-07-23

MHD

BLACKROCK MUNIHOLDINGS FD IN

-0.66%

Shares356.5K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

2.45%

Shares10.0K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

1.23%

Shares14.5K

Event2026-06-30

Filed2026-07-23

GOOG

GEHC2518C85

-0.62%

Shares9.5K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

1.35%

Shares11.3K

Event2026-06-30

Filed2026-07-23

AVUV

AMERICAN CENTY ETF TR

5.95%

Shares25.7K

Event2026-06-30

Filed2026-07-23

RBLX

ROBLOX CORP

3.82%

Shares58.7K

Event2026-06-30

Filed2026-07-23

AXON

AXON ENTERPRISE INC

9.38%

Shares5.3K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

-2.44%

Shares25.7K

Event2026-06-30

Filed2026-07-23

NXT

NEXTRACKER INC

-2.83%

Shares24.0K

Event2026-06-30

Filed2026-07-23

ORACLE CORPORATION

0.00%

Shares19.3K

Event2026-06-30

Filed2026-07-23

TJX

TJX COS INC NEW

0.00%

Shares18.3K

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-23

COCA-COLA COMPANY

0.00%

Shares29.9K

Event2026-06-30

Filed2026-07-23

SHOP

SHOPIFY INC CL A

1.80%

Shares20.6K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD TAX-MANAGED FDS

95.99%

Shares32.2K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

-0.08%

Shares5.2K

Event2026-06-30

Filed2026-07-23

IWR

ISHARES TR

-3.40%

Shares17.5K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC CLASS A

1.43%

Shares3.4K

Event2026-06-30

Filed2026-07-23

CRM

SALESFORCE INC

1.92%

Shares11.7K

Event2026-06-30

Filed2026-07-23

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares13.7K

Event2026-06-30

Filed2026-07-23

DIS

WALT DISNEY COMPANY

0.00%

Shares18.0K

Event2026-06-30

Filed2026-07-23

WIW

WESTERN AST INFL LKD OPP & I

0.00%

Shares192.6K

Event2026-06-30

Filed2026-07-23

GEHC

GE HEALTHCARE TECHS INC

-3.16%

Shares24.0K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

-0.69%

Shares4.3K

Event2026-06-30

Filed2026-07-23

ADOBE INC

-2.34%

Shares7.2K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

300.00%

Shares11.9K

Event2026-06-30

Filed2026-07-23

IWV

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-23

LRCX

LAM RESEARCH CORP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-23

ACCENTURE PLC IRELAND

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-23

MQT

BLACKROCK MUNIYIELD QUALITY

0.05%

Shares112.7K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORP NEW

-1.19%

Shares7.5K

Event2026-06-30

Filed2026-07-23

IAU

ISHARES GOLD TR

0.00%

Shares16.3K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

-0.89%

Shares2.9K

Event2026-06-30

Filed2026-07-23

NBH

NEUBERGER BERMAN MUN FD INC

1.87%

Shares107.3K

Event2026-06-30

Filed2026-07-23

ONON

ON HOLDING AG

-1.66%

Shares31.4K

Event2026-06-30

Filed2026-07-23

COHR

COHERENT CORP

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

-0.06%

Shares3.1K

Event2026-06-30

Filed2026-07-23

COSTCO WHSL CORP NEW COM

0.00%

Shares993

Event2026-06-30

Filed2026-07-23

VISA INC CLASS A

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-23

CROWDSTRIKE HLDGS INC

11.26%

Shares1.2K

Event2026-06-30

Filed2026-07-23

RTX CORP

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-23

VHT

VANGUARD INDEX FDS

0.52%

Shares2.9K

Event2026-06-30

Filed2026-07-23

MELI

MERCADOLIBRE INC

8.87%

Shares491

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

0.00%

Shares778

Event2026-06-30

Filed2026-07-23

TPL

TEXAS PAC LD CORP

7.80%

Shares1.8K

Event2026-06-30

Filed2026-07-23

FOXA

FOX CORP

0.00%

Shares14.5K

Event2026-06-30

Filed2026-07-23

VGT

VANGUARD INDEX FDS

734.80%

Shares6.1K

Event2026-06-30

Filed2026-07-23

TMUS

T-MOBILE US INC

-5.81%

Shares4.2K

Event2026-06-30

Filed2026-07-23

NAC

NUVEEN CA QUALTY MUN INCOME

-9.47%

Shares57.4K

Event2026-06-30

Filed2026-07-23

PANW

PALO ALTO NETWORKS

-1.35%

Shares2.0K

Event2026-06-30

Filed2026-07-23

MASTERCARD INC CL A

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

300.00%

Shares8.1K

Event2026-06-30

Filed2026-07-23

PYPL

PAYPAL HOLDINGS INC

-14.59%

Shares15.1K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

0.75%

Shares537

Event2026-06-30

Filed2026-07-23

MYI

BLACKROCK MUNIYIELD QUALITY

0.00%

Shares54.7K

Event2026-06-30

Filed2026-07-23

WFC

WELLS FARGO & CO NEW

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-23

AXP

AMERICAN EXPRESS COMPANY

1.72%

Shares1.8K

Event2026-06-30

Filed2026-07-23

IWD

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-23

XLY

SELECT SECTOR SPDR TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-23

AEYE INC

New

Shares969

Event2026-06-30

Filed2026-07-23

CEV

EATON VANCE CALIF MUN INCOM

0.00%

Shares52.6K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-23

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-23

AVT

AVNET INC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

-23.83%

Shares1.6K

Event2026-06-30

Filed2026-07-23

PAA

PLAINS ALL AMERN PIPELINE L

0.00%

Shares21.3K

Event2026-06-30

Filed2026-07-23

URI

UNITED RENTALS INC

0.00%

Shares403

Event2026-06-30

Filed2026-07-23

HAL

HALLIBURTON CO

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-23

BMY

BRISTOL MYERS SQUIBB CO

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-23

KYN

KAYNE ANDERSON ENERGY INFRST

-0.67%

Shares31.4K

Event2026-06-30

Filed2026-07-23

IOO

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-23

GOLDMAN SACHS GROUP INC

0.96%

Shares419

Event2026-06-30

Filed2026-07-23

VGIT

VANGUARD INTER-TERM TREAS INDEX FD

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-23

AVDE

AMERICAN CENTY ETF TR

-12.31%

Shares4.6K

Event2026-06-30

Filed2026-07-23

UNP

UNION PACIFIC CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares799

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMERICA CORP

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-23

POCT

INNOVATOR ETFS TRUST

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-23

IDA

IDACORP INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-23

CITIGROUP INC

0.75%

Shares2.7K

Event2026-06-30

Filed2026-07-23

LII

LENNOX INTL INC

-27.79%

Shares712

Event2026-06-30

Filed2026-07-23

NETFLIX INC

-16.11%

Shares5.0K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD INDEX FDS

-1.19%

Shares1.6K

Event2026-06-30

Filed2026-07-23

BOEING CO

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-23

MMC

Marsh

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-23

SPOTIFY TECHNOLOGY S A

56.86%

Shares709

Event2026-06-30

Filed2026-07-23

IUSV

ISHARES TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-23

XLE

SELECT SECTOR SPDR TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-23

DASH

DOORDASH INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-23

PALANTIR TECHNOLOGIES INC

3.98%

Shares2.5K

Event2026-06-30

Filed2026-07-23

FDX

FEDEX CORPORATION

0.00%

Shares918

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-23

AVIV

AMERICAN CENTY ETF TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-23

OBDC

BLUE OWL CAPITAL CORP

0.00%

Shares23.3K

Event2026-06-30

Filed2026-07-23

ALTRIA GROUP INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-23

SBUX

STARBUCKS CORP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-23

JOHNSON CTLS INTL PLC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-23

VEU

VANGUARD INTL EQUITY INDEX F A

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-23

GILD

GILEAD SCIENCES INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

New

Shares388

Event2026-06-30

Filed2026-07-23

PRU

PRUDENTIAL FINL INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-23

OEF

ISHARES TR

New

Shares591

Event2026-06-30

Filed2026-07-23

SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

New

Shares1.7K

Event2026-06-30

Filed2026-07-23

3M CO

New

Shares1.3K

Event2026-06-30

Filed2026-07-23

MCHI

ISHARES TR

New

Shares4.0K

Event2026-06-30

Filed2026-07-23

EBAY

EBAY INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-23

ISHARES TR

New

Shares268

Event2026-06-30

Filed2026-07-23

MMU

WESTERN ASSET MANAGED MUNS F

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-23

HLN

HALEON PLC

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-23

NRGV

ENERGY VAULT HOLDINGS INC

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available