Sponsored

The Analysis of Ballew Advisors, Inc's Holdings & P&L

Currently, Ballew Advisors, Inc holds 129 types of securities in its portfolio with a total value $193.5M. In the most recent quarter, they have increased their positions in N/A (+5.0K shares, valued at $3.5M), PVAL (+28.3K shares, valued at $1.5M), IWF (+8.7K shares, valued at $1.0M); decreased their positions in N/A (-51.0K shares, valued at $1.2M), BRK.B (-1.7K shares, valued at $839.8K), N/A (-321 shares, valued at $240.2K); initiated new positions in N/A (+5.0K shares, valued at $3.5M), WTV (+7.5K shares, valued at $778.4K), PYLD (+11.0K shares, valued at $289.9K).

1M P&L

+1.9M+1.43%

3M P&L

-743.4K-0.54%

HY P&L

-236.9K-0.17%

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/A109.7M

77.9%

2Insurance Brokers3.8M

2.7%

3Consumer Electronics3.0M

2.1%

Top Industries by Stock Count

1N/A66 stocks

62.9%

2Semiconductors3 stocks

2.9%

3Drug Manufacturers - General3 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR51.0K shares-0.63%2026-06-302026-07-07

CGGR CAPITAL GROUP GROWTH ETF304.7K shares2.27%2026-06-302026-07-07

TOTL SSGA ACTIVE ETF TR288.0K shares5.48%2026-06-302026-07-07

IJR ISHARES TR52.5K shares-0.85%2026-06-302026-07-07

IEF ISHARES TR56.9K shares3.46%2026-06-302026-07-07

RDVY FIRST TR EXCHANGE TRADED FD62.7K shares16.68%2026-06-302026-07-07

TLT ISHARES TR56.7K shares2.95%2026-06-302026-07-07

PVAL PUTNAM ETF TRUST93.1K shares43.78%2026-06-302026-07-07

Sponsored

AJG GALLAGHER ARTHUR J & CO14.9K shares0.07%2026-06-302026-07-07

INVESCO QQQ TR INVESCO QQQ TR5.0K sharesnew addition2026-06-302026-07-07

TDIV FIRST TR EXCHANGE TRADED FD28.9K shares-0.97%2026-06-302026-07-07

IJH ISHARES TR41.9K shares-0.04%2026-06-302026-07-07

IWP ISHARES TR22.1K shares-0.21%2026-06-302026-07-07

AAPL APPLE INC9.7K shares10.55%2026-06-302026-07-07

IYW ISHARES TR11.5K shares0.02%2026-06-302026-07-07

IVOL KRANESHARES TRUST151.2K shares2.54%2026-06-302026-07-07

Sponsored

TSLA TESLA INC5.7K shares11.22%2026-06-302026-07-07

VNLA JANUS DETROIT STR TR45.2K shares12.78%2026-06-302026-07-07

NVDA NVIDIA CORPORATION10.3K shares3.01%2026-06-302026-07-07

VLO VALERO ENERGY CORP7.3K shares-0.22%2026-06-302026-07-07

EZU ISHARES INC27.8K shares0.55%2026-06-302026-07-07

FDVV FIDELITY COVINGTON TRUST30.0K shares0.84%2026-06-302026-07-07

SIL GLOBAL X FDS21.6K shares8.12%2026-06-302026-07-07

SDVY FIRST TR EXCHANGE TRADED FD38.5K shares5.86%2026-06-302026-07-07

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL3.1K shares-34.62%2026-06-302026-07-07

USMV ISHARES TR15.9K shares-5.93%2026-06-302026-07-07

IYE ISHARES TR25.7K shares-0.07%2026-06-302026-07-07

AMZN AMAZON COM INC5.9K shares-7.16%2026-06-302026-07-07

IWF ISHARES TR11.7K shares288.10%2026-06-302026-07-07

IAU ISHARES GOLD TR18.0K shares0.00%2026-06-302026-07-07

FV FIRST TR EXCHANGE TRADED FD18.4K shares-0.83%2026-06-302026-07-07

FXO FIRST TR EXCHANGE-TRADED FD20.8K shares0.00%2026-06-302026-07-07

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD68.2K shares0.06%2026-06-302026-07-07

VUSB VANGUARD BD INDEX FDS26.4K shares0.00%2026-06-302026-07-07

PROSHARES TR PROSHARES TR56.6K shares-47.39%2026-06-302026-07-07

SH PROSHARES TR36.8K shares5.07%2026-06-302026-07-07

PSQ PROSHARES TR43.6K shares5.18%2026-06-302026-07-07

MSFT MICROSOFT CORP2.9K shares0.35%2026-06-302026-07-07

EXXON MOBIL CORP EXXON MOBIL CORP7.9K shares-0.55%2026-06-302026-07-07

META PLATFORMS INC META PLATFORMS INC1.9K shares1.36%2026-06-302026-07-07

Sponsored

CVX CHEVRON CORPORATION6.2K shares9.44%2026-06-302026-07-07

NEU NEWMARKET CORP1.3K shares0.00%2026-06-302026-07-07

BSJQ INVESCO EXCH TRD SLF IDX FD42.0K shares0.00%2026-06-302026-07-07

ACWI ISHARES TR6.0K shares0.00%2026-06-302026-07-07

PEP PEPSICO INC6.3K shares1.49%2026-06-302026-07-07

IWM ISHARES TR3.0K shares0.00%2026-06-302026-07-07

FTXL FIRST TR EXCHANGE TRADED FD3.3K shares0.00%2026-06-302026-07-07

HBAN HUNTINGTON BANCSHARES INC46.4K shares-2.27%2026-06-302026-07-07

Sponsored

GOOGL ALPHABET INC2.2K shares0.00%2026-06-302026-07-07

WTV WISDOMTREE TR7.5K sharesnew addition2026-06-302026-07-07

IWR ISHARES TR6.9K shares2.70%2026-06-302026-07-07

FPE FIRST TR EXCH TRADED FD III39.5K shares0.18%2026-06-302026-07-07

BSCR INVESCO EXCH TRD SLF IDX FD35.9K shares0.00%2026-06-302026-07-07

ARK ETF TR ARK ETF TR8.7K shares0.00%2026-06-302026-07-07

BSJR INVESCO EXCH TRD SLF IDX FD31.4K shares0.00%2026-06-302026-07-07

NVR NVR INC104 shares0.00%2026-06-302026-07-07

Sponsored

CAT CATERPILLAR INC724 shares-1.50%2026-06-302026-07-07

CGDV CAPITAL GROUP DIVIDEND VALUE13.5K shares0.00%2026-06-302026-07-07

COP CONOCOPHILLIPS6.2K shares-1.87%2026-06-302026-07-07

XLE SELECT SECTOR SPDR TR12.1K shares-9.44%2026-06-302026-07-07

IYY ISHARES TR3.4K shares-1.17%2026-06-302026-07-07

LMBS FIRST TR EXCHANGE-TRADED FD12.4K shares0.95%2026-06-302026-07-07

PSX PHILLIPS 663.5K shares0.00%2026-06-302026-07-07

IYR ISHARES TR5.9K shares-1.35%2026-06-302026-07-07

Sponsored

VANECK ETF TRUST VANECK ETF TRUST7.3K shares-5.25%2026-06-302026-07-07

SOUTHERN CO SOUTHERN CO5.7K shares0.05%2026-06-302026-07-07

BSCS INVESCO EXCH TRD SLF IDX FD27.2K shares0.00%2026-06-302026-07-07

INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD25.3K shares0.00%2026-06-302026-07-07

WMT WALMART INC4.7K shares0.04%2026-06-302026-07-07

GSK PLC GSK PLC9.8K shares0.01%2026-06-302026-07-07

ALPS ETF TR ALPS ETF TR10.0K shares0.00%2026-06-302026-07-07

APPLIED MATLS INC APPLIED MATLS INC833 shares0.00%2026-06-302026-07-07

Sponsored

IWD ISHARES TR2.0K shares0.00%2026-06-302026-07-07

VOO VANGUARD INDEX FDS720 shares0.00%2026-06-302026-07-07

GDXJ VANECK ETF TRUST4.8K shares18.75%2026-06-302026-07-07

JNJ JOHNSON & JOHNSON1.8K shares0.05%2026-06-302026-07-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T646 shares0.00%2026-06-302026-07-07

MRK MERCK & CO INC3.6K shares0.00%2026-06-302026-07-07

ZROZ PIMCO ETF TR7.4K shares0.00%2026-06-302026-07-07

ABBVIE INC ABBVIE INC1.8K shares0.34%2026-06-302026-07-07

Sponsored

TT TRANE TECHNOLOGIES PLC927 shares0.00%2026-06-302026-07-07

AMD ADVANCED MICRO DEVICES INC846 shares-34.42%2026-06-302026-07-07

TFC TRUIST FINL CORP8.3K shares0.14%2026-06-302026-07-07

EMLP FIRST TR EXCHANGE-TRADED FD9.5K shares-9.33%2026-06-302026-07-07

IBIT ISHARES BITCOIN TRUST ETF11.6K shares0.39%2026-06-302026-07-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.2K shares0.08%2026-06-302026-07-07

TGT TARGET CORP3.1K shares-3.76%2026-06-302026-07-07

SILJ AMPLIFY ETF TR14.5K shares43.93%2026-06-302026-07-07

Sponsored

YUM YUM BRANDS INC2.2K shares0.49%2026-06-302026-07-07

FUTY FIDELITY COVINGTON TRUST6.2K shares1.18%2026-06-302026-07-07

TSM TAIWAN SEMICONDUCTOR MANUFAC828 shares3.24%2026-06-302026-07-07

SKYY FIRST TR EXCHANGE-TRADED FD2.6K shares0.00%2026-06-302026-07-07

VHT VANGUARD WORLD FD1.1K shares0.00%2026-06-302026-07-07

RNST RENASANT CORP8.0K shares0.00%2026-06-302026-07-07

RTX CORPORATION RTX CORPORATION1.6K shares-2.26%2026-06-302026-07-07

GOOG ALPHABET INC910 shares0.11%2026-06-302026-07-07

Sponsored

ITA ISHARES TR1.3K shares-3.04%2026-06-302026-07-07

VISA INC VISA INC857 shares0.12%2026-06-302026-07-07

CGMU CAPITAL GRP FIXED INCM ETF T11.2K shares6.64%2026-06-302026-07-07

SHEL SHELL PLC3.9K shares0.13%2026-06-302026-07-07

PYLD PIMCO ETF TR11.0K sharesnew addition2026-06-302026-07-07

QUANTA SVCS INC QUANTA SVCS INC430 shares21.81%2026-06-302026-07-07

SLV ISHARES SILVER TR4.9K sharesnew addition2026-06-302026-07-07

FESM FIDELITY COVINGTON TRUST5.6K sharesnew addition2026-06-302026-07-07

Sponsored

HD HOME DEPOT INC742 shares0.13%2026-06-302026-07-07

ETR ENTERGY CORP NEW2.2K shares-2.40%2026-06-302026-07-07

FXD FIRST TR EXCHANGE-TRADED FD3.6K shares0.00%2026-06-302026-07-07

DE DEERE & CO407 sharesnew addition2026-06-302026-07-07

VGT VANGUARD WORLD FD2.2K shares576.54%2026-06-302026-07-07

DAC DANAOS CORPORATION2.0K shares0.50%2026-06-302026-07-07

UTG REAVES UTIL INCOME FD6.0K shares1.43%2026-06-302026-07-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC1.8K sharesnew addition2026-06-302026-07-07

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC551 sharesnew addition2026-06-302026-07-07

ANET ARISTA NETWORKS INC1.4K shares-18.86%2026-06-302026-07-07

URNM SPROTT FDS TR4.3K shares2.78%2026-06-302026-07-07

HGER HARBOR ETF TRUST7.6K sharesnew addition2026-06-302026-07-07

EEMV ISHARES INC3.0K shares-6.02%2026-06-302026-07-07

PAAA PGIM ETF TR4.3K sharesnew addition2026-06-302026-07-07

VANGUARD INDEX FDS VANGUARD INDEX FDS596 sharesnew addition2026-06-302026-07-07

CISCO SYS INC CISCO SYS INC1.9K sharesnew addition2026-06-302026-07-07

Sponsored

ISHARES TR ISHARES TR2.1K sharesnew addition2026-06-302026-07-07

GS GOLDMAN SACHS GROUP INC203 sharesnew addition2026-06-302026-07-07

LLY ELI LILLY & CO170 sharesnew addition2026-06-302026-07-07

PG PROCTER & GAMBLE CO1.4K sharesnew addition2026-06-302026-07-07

BITB BITWISE BITCOIN ETF TR6.0K shares0.00%2026-06-302026-07-07

DIREXION SHARES ETF TRUST DIREXION SHARES ETF TRUST40.0K shares356.94%2026-06-302026-07-07

PDO PIMCO DYNAMIC INCOME OPRNTS10.1K sharesnew addition2026-06-302026-07-07

HLN HALEON PLC12.4K shares0.02%2026-06-302026-07-07

Sponsored

COCH ENVOY MEDICAL INC10.1K shares0.00%2026-06-302026-07-07

ISHARES TR

-0.63%

Shares51.0K

Event2026-06-30

Filed2026-07-07

CGGR

CAPITAL GROUP GROWTH ETF

2.27%

Shares304.7K

Event2026-06-30

Filed2026-07-07

TOTL

SSGA ACTIVE ETF TR

5.48%

Shares288.0K

Event2026-06-30

Filed2026-07-07

IJR

ISHARES TR

-0.85%

Shares52.5K

Event2026-06-30

Filed2026-07-07

IEF

ISHARES TR

3.46%

Shares56.9K

Event2026-06-30

Filed2026-07-07

RDVY

FIRST TR EXCHANGE TRADED FD

16.68%

Shares62.7K

Event2026-06-30

Filed2026-07-07

TLT

ISHARES TR

2.95%

Shares56.7K

Event2026-06-30

Filed2026-07-07

PVAL

PUTNAM ETF TRUST

43.78%

Shares93.1K

Event2026-06-30

Filed2026-07-07

AJG

GALLAGHER ARTHUR J & CO

0.07%

Shares14.9K

Event2026-06-30

Filed2026-07-07

INVESCO QQQ TR

New

Shares5.0K

Event2026-06-30

Filed2026-07-07

TDIV

FIRST TR EXCHANGE TRADED FD

-0.97%

Shares28.9K

Event2026-06-30

Filed2026-07-07

IJH

ISHARES TR

-0.04%

Shares41.9K

Event2026-06-30

Filed2026-07-07

IWP

ISHARES TR

-0.21%

Shares22.1K

Event2026-06-30

Filed2026-07-07

AAPL

APPLE INC

10.55%

Shares9.7K

Event2026-06-30

Filed2026-07-07

IYW

ISHARES TR

0.02%

Shares11.5K

Event2026-06-30

Filed2026-07-07

IVOL

KRANESHARES TRUST

2.54%

Shares151.2K

Event2026-06-30

Filed2026-07-07

TSLA

TESLA INC

11.22%

Shares5.7K

Event2026-06-30

Filed2026-07-07

VNLA

JANUS DETROIT STR TR

12.78%

Shares45.2K

Event2026-06-30

Filed2026-07-07

NVDA

NVIDIA CORPORATION

3.01%

Shares10.3K

Event2026-06-30

Filed2026-07-07

VLO

VALERO ENERGY CORP

-0.22%

Shares7.3K

Event2026-06-30

Filed2026-07-07

EZU

ISHARES INC

0.55%

Shares27.8K

Event2026-06-30

Filed2026-07-07

FDVV

FIDELITY COVINGTON TRUST

0.84%

Shares30.0K

Event2026-06-30

Filed2026-07-07

SIL

GLOBAL X FDS

8.12%

Shares21.6K

Event2026-06-30

Filed2026-07-07

SDVY

FIRST TR EXCHANGE TRADED FD

5.86%

Shares38.5K

Event2026-06-30

Filed2026-07-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-34.62%

Shares3.1K

Event2026-06-30

Filed2026-07-07

USMV

ISHARES TR

-5.93%

Shares15.9K

Event2026-06-30

Filed2026-07-07

IYE

ISHARES TR

-0.07%

Shares25.7K

Event2026-06-30

Filed2026-07-07

AMZN

AMAZON COM INC

-7.16%

Shares5.9K

Event2026-06-30

Filed2026-07-07

IWF

ISHARES TR

288.10%

Shares11.7K

Event2026-06-30

Filed2026-07-07

IAU

ISHARES GOLD TR

0.00%

Shares18.0K

Event2026-06-30

Filed2026-07-07

FIRST TR EXCHANGE TRADED FD

-0.83%

Shares18.4K

Event2026-06-30

Filed2026-07-07

FXO

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares20.8K

Event2026-06-30

Filed2026-07-07

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.06%

Shares68.2K

Event2026-06-30

Filed2026-07-07

VUSB

VANGUARD BD INDEX FDS

0.00%

Shares26.4K

Event2026-06-30

Filed2026-07-07

PROSHARES TR

-47.39%

Shares56.6K

Event2026-06-30

Filed2026-07-07

PROSHARES TR

5.07%

Shares36.8K

Event2026-06-30

Filed2026-07-07

PSQ

PROSHARES TR

5.18%

Shares43.6K

Event2026-06-30

Filed2026-07-07

MSFT

MICROSOFT CORP

0.35%

Shares2.9K

Event2026-06-30

Filed2026-07-07

EXXON MOBIL CORP

-0.55%

Shares7.9K

Event2026-06-30

Filed2026-07-07

META PLATFORMS INC

1.36%

Shares1.9K

Event2026-06-30

Filed2026-07-07

CVX

CHEVRON CORPORATION

9.44%

Shares6.2K

Event2026-06-30

Filed2026-07-07

NEU

NEWMARKET CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-07

BSJQ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares42.0K

Event2026-06-30

Filed2026-07-07

ACWI

ISHARES TR

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-07

PEP

PEPSICO INC

1.49%

Shares6.3K

Event2026-06-30

Filed2026-07-07

IWM

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-07

FTXL

FIRST TR EXCHANGE TRADED FD

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-07

HBAN

HUNTINGTON BANCSHARES INC

-2.27%

Shares46.4K

Event2026-06-30

Filed2026-07-07

GOOGL

ALPHABET INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-07

WTV

WISDOMTREE TR

New

Shares7.5K

Event2026-06-30

Filed2026-07-07

IWR

ISHARES TR

2.70%

Shares6.9K

Event2026-06-30

Filed2026-07-07

FPE

FIRST TR EXCH TRADED FD III

0.18%

Shares39.5K

Event2026-06-30

Filed2026-07-07

BSCR

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares35.9K

Event2026-06-30

Filed2026-07-07

ARK ETF TR

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-07

BSJR

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares31.4K

Event2026-06-30

Filed2026-07-07

NVR

NVR INC

0.00%

Shares104

Event2026-06-30

Filed2026-07-07

CAT

CATERPILLAR INC

-1.50%

Shares724

Event2026-06-30

Filed2026-07-07

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.00%

Shares13.5K

Event2026-06-30

Filed2026-07-07

COP

CONOCOPHILLIPS

-1.87%

Shares6.2K

Event2026-06-30

Filed2026-07-07

XLE

SELECT SECTOR SPDR TR

-9.44%

Shares12.1K

Event2026-06-30

Filed2026-07-07

IYY

ISHARES TR

-1.17%

Shares3.4K

Event2026-06-30

Filed2026-07-07

LMBS

FIRST TR EXCHANGE-TRADED FD

0.95%

Shares12.4K

Event2026-06-30

Filed2026-07-07

PSX

PHILLIPS 66

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-07

IYR

ISHARES TR

-1.35%

Shares5.9K

Event2026-06-30

Filed2026-07-07

VANECK ETF TRUST

-5.25%

Shares7.3K

Event2026-06-30

Filed2026-07-07

SOUTHERN CO

0.05%

Shares5.7K

Event2026-06-30

Filed2026-07-07

BSCS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares27.2K

Event2026-06-30

Filed2026-07-07

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares25.3K

Event2026-06-30

Filed2026-07-07

WMT

WALMART INC

0.04%

Shares4.7K

Event2026-06-30

Filed2026-07-07

GSK PLC

0.01%

Shares9.8K

Event2026-06-30

Filed2026-07-07

ALPS ETF TR

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-07

APPLIED MATLS INC

0.00%

Shares833

Event2026-06-30

Filed2026-07-07

IWD

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-07

VOO

VANGUARD INDEX FDS

0.00%

Shares720

Event2026-06-30

Filed2026-07-07

GDXJ

VANECK ETF TRUST

18.75%

Shares4.8K

Event2026-06-30

Filed2026-07-07

JNJ

JOHNSON & JOHNSON

0.05%

Shares1.8K

Event2026-06-30

Filed2026-07-07

STATE STR SPDR S&P 500 ETF T

0.00%

Shares646

Event2026-06-30

Filed2026-07-07

MRK

MERCK & CO INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-07

ZROZ

PIMCO ETF TR

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-07

ABBVIE INC

0.34%

Shares1.8K

Event2026-06-30

Filed2026-07-07

TRANE TECHNOLOGIES PLC

0.00%

Shares927

Event2026-06-30

Filed2026-07-07

AMD

ADVANCED MICRO DEVICES INC

-34.42%

Shares846

Event2026-06-30

Filed2026-07-07

TFC

TRUIST FINL CORP

0.14%

Shares8.3K

Event2026-06-30

Filed2026-07-07

EMLP

FIRST TR EXCHANGE-TRADED FD

-9.33%

Shares9.5K

Event2026-06-30

Filed2026-07-07

IBIT

ISHARES BITCOIN TRUST ETF

0.39%

Shares11.6K

Event2026-06-30

Filed2026-07-07

JPMORGAN CHASE & CO

0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-07

TGT

TARGET CORP

-3.76%

Shares3.1K

Event2026-06-30

Filed2026-07-07

SILJ

AMPLIFY ETF TR

43.93%

Shares14.5K

Event2026-06-30

Filed2026-07-07

YUM

YUM BRANDS INC

0.49%

Shares2.2K

Event2026-06-30

Filed2026-07-07

FUTY

FIDELITY COVINGTON TRUST

1.18%

Shares6.2K

Event2026-06-30

Filed2026-07-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

3.24%

Shares828

Event2026-06-30

Filed2026-07-07

SKYY

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-07

VHT

VANGUARD WORLD FD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-07

RNST

RENASANT CORP

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-07

RTX CORPORATION

-2.26%

Shares1.6K

Event2026-06-30

Filed2026-07-07

GOOG

ALPHABET INC

0.11%

Shares910

Event2026-06-30

Filed2026-07-07

ITA

ISHARES TR

-3.04%

Shares1.3K

Event2026-06-30

Filed2026-07-07

VISA INC

0.12%

Shares857

Event2026-06-30

Filed2026-07-07

CGMU

CAPITAL GRP FIXED INCM ETF T

6.64%

Shares11.2K

Event2026-06-30

Filed2026-07-07

SHEL

SHELL PLC

0.13%

Shares3.9K

Event2026-06-30

Filed2026-07-07

PYLD

PIMCO ETF TR

New

Shares11.0K

Event2026-06-30

Filed2026-07-07

QUANTA SVCS INC

21.81%

Shares430

Event2026-06-30

Filed2026-07-07

SLV

ISHARES SILVER TR

New

Shares4.9K

Event2026-06-30

Filed2026-07-07

FESM

FIDELITY COVINGTON TRUST

New

Shares5.6K

Event2026-06-30

Filed2026-07-07

HOME DEPOT INC

0.13%

Shares742

Event2026-06-30

Filed2026-07-07

ETR

ENTERGY CORP NEW

-2.40%

Shares2.2K

Event2026-06-30

Filed2026-07-07

FXD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-07

DEERE & CO

New

Shares407

Event2026-06-30

Filed2026-07-07

VGT

VANGUARD WORLD FD

576.54%

Shares2.2K

Event2026-06-30

Filed2026-07-07

DAC

DANAOS CORPORATION

0.50%

Shares2.0K

Event2026-06-30

Filed2026-07-07

UTG

REAVES UTIL INCOME FD

1.43%

Shares6.0K

Event2026-06-30

Filed2026-07-07

PALANTIR TECHNOLOGIES INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-07

UNITEDHEALTH GROUP INC

New

Shares551

Event2026-06-30

Filed2026-07-07

ANET

ARISTA NETWORKS INC

-18.86%

Shares1.4K

Event2026-06-30

Filed2026-07-07

URNM

SPROTT FDS TR

2.78%

Shares4.3K

Event2026-06-30

Filed2026-07-07

HGER

HARBOR ETF TRUST

New

Shares7.6K

Event2026-06-30

Filed2026-07-07

EEMV

ISHARES INC

-6.02%

Shares3.0K

Event2026-06-30

Filed2026-07-07

PAAA

PGIM ETF TR

New

Shares4.3K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

New

Shares596

Event2026-06-30

Filed2026-07-07

CISCO SYS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-07

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-07

GOLDMAN SACHS GROUP INC

New

Shares203

Event2026-06-30

Filed2026-07-07

LLY

ELI LILLY & CO

New

Shares170

Event2026-06-30

Filed2026-07-07

PROCTER & GAMBLE CO

New

Shares1.4K

Event2026-06-30

Filed2026-07-07

BITB

BITWISE BITCOIN ETF TR

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-07

DIREXION SHARES ETF TRUST

356.94%

Shares40.0K

Event2026-06-30

Filed2026-07-07

PDO

PIMCO DYNAMIC INCOME OPRNTS

New

Shares10.1K

Event2026-06-30

Filed2026-07-07

HLN

HALEON PLC

0.02%

Shares12.4K

Event2026-06-30

Filed2026-07-07

COCH

ENVOY MEDICAL INC

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available