The Analysis of Beaird Harris Wealth Management, LLC's Holdings & P&L


Currently, Beaird Harris Wealth Management, LLC holds 707 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in AVLC (+96.8K shares, valued at $8.7M), DFGP (+110.7K shares, valued at $6.0M), VSDB (+69.3K shares, valued at $5.3M); decreased their positions in DFAR (-159.1K shares, valued at $4.2M), DUHP (-91.8K shares, valued at $3.8M), DFAS (-24.2K shares, valued at $2.0M); initiated new positions in AIQ (+4.5K shares, valued at $296.0K), ROBO (+3.1K shares, valued at $264.2K), AVUS (+1.4K shares, valued at $174.6K).


1M P&L
+10.1M+0.67%
3M P&L
+32.0M+2.17%
HY P&L
+69.6M+4.84%

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/A1.5B
96.2%
2Auto Manufacturers11.6M
0.7%
3Consumer Electronics7.6M
0.5%

Top Industries by Stock Count

1N/A223 stocks
35.2%
2Banks - Regional17 stocks
2.7%
3Semiconductors16 stocks
2.5%
Stock Holdings
DFSD
DIMENSIONAL ETF TRUST
2.89%
Shares3.2M
Event2026-06-30
Filed2026-07-08
DFCF
DIMENSIONAL ETF TRUST
2.07%
Shares3.3M
Event2026-06-30
Filed2026-07-08
AVLV
AMERICAN CENTY ETF TR
-1.13%
Shares1.3M
Event2026-06-30
Filed2026-07-08
VOO
VANGUARD INDEX FDS
1.26%
Shares156.2K
Event2026-06-30
Filed2026-07-08
AVUV
AMERICAN CENTY ETF TR
0.25%
Shares749.9K
Event2026-06-30
Filed2026-07-08
DUHP
DIMENSIONAL ETF TRUST
-4.29%
Shares2.0M
Event2026-06-30
Filed2026-07-08
AVLC
AMERICAN CENTY ETF TR
13.00%
Shares841.6K
Event2026-06-30
Filed2026-07-08
DFUV
DIMENSIONAL ETF TRUST
-2.58%
Shares1.2M
Event2026-06-30
Filed2026-07-08
DFIV
DIMENSIONAL ETF TRUST
-0.40%
Shares1.1M
Event2026-06-30
Filed2026-07-08
AVEM
AMERICAN CENTY ETF TR
-3.15%
Shares554.7K
Event2026-06-30
Filed2026-07-08
VEA
VANGUARD TAX-MANAGED FDS
0.14%
Shares743.1K
Event2026-06-30
Filed2026-07-08
VTEB
VANGUARD MUN BD FDS
-2.08%
Shares875.6K
Event2026-06-30
Filed2026-07-08
AVDV
AMERICAN CENTY ETF TR
0.07%
Shares427.0K
Event2026-06-30
Filed2026-07-08
DFAS
DIMENSIONAL ETF TRUST
-4.57%
Shares505.3K
Event2026-06-30
Filed2026-07-08
DFGP
DIMENSIONAL ETF TRUST
17.50%
Shares743.4K
Event2026-06-30
Filed2026-07-08
DFNM
DIMENSIONAL ETF TRUST
0.09%
Shares796.4K
Event2026-06-30
Filed2026-07-08
DFAT
DIMENSIONAL ETF TRUST
-2.57%
Shares472.4K
Event2026-06-30
Filed2026-07-08
BITB
BITWISE BITCOIN ETF TR
0.39%
Shares937.9K
Event2026-06-30
Filed2026-07-08
VSDB
VANGUARD MALVERN FDS
51.49%
Shares204.0K
Event2026-06-30
Filed2026-07-08
VANGUARD INDEX FDS
VANGUARD INDEX FDS
2.27%
Shares40.7K
Event2026-06-30
Filed2026-07-08
ISHARES TR
ISHARES TR
1.48%
Shares19.8K
Event2026-06-30
Filed2026-07-08
VTIP
VANGUARD MALVERN FDS
-12.56%
Shares266.4K
Event2026-06-30
Filed2026-07-08
TSLA
TESLA INC
-0.41%
Shares26.5K
Event2026-06-30
Filed2026-07-08
VEU
VANGUARD INTL EQUITY INDEX F
-1.45%
Shares125.3K
Event2026-06-30
Filed2026-07-08
DFAE
DIMENSIONAL ETF TRUST
-3.57%
Shares257.8K
Event2026-06-30
Filed2026-07-08
VSS
VANGUARD INTL EQUITY INDEX F
-1.98%
Shares66.5K
Event2026-06-30
Filed2026-07-08
VTES
VANGUARD WELLINGTON FD
-3.98%
Shares95.0K
Event2026-06-30
Filed2026-07-08
AVIV
AMERICAN CENTY ETF TR
-0.41%
Shares114.9K
Event2026-06-30
Filed2026-07-08
AVSC
AMERICAN CENTY ETF TR
-1.62%
Shares113.9K
Event2026-06-30
Filed2026-07-08
AVMU
AMERICAN CENTY ETF TR
-7.62%
Shares170.1K
Event2026-06-30
Filed2026-07-08
AAPL
APPLE INC
1.21%
Shares26.2K
Event2026-06-30
Filed2026-07-08
VPLS
VANGUARD MALVERN FDS
66.53%
Shares90.1K
Event2026-06-30
Filed2026-07-08
DFAR
DIMENSIONAL ETF TRUST
-38.11%
Shares258.4K
Event2026-06-30
Filed2026-07-08
SCHC
SCHWAB STRATEGIC TR
-0.50%
Shares133.5K
Event2026-06-30
Filed2026-07-08
VSDM
VANGUARD MUN BD FDS
191.30%
Shares74.7K
Event2026-06-30
Filed2026-07-08
ISCF
ISHARES TR
-1.34%
Shares127.2K
Event2026-06-30
Filed2026-07-08
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
2.64%
Shares7.3K
Event2026-06-30
Filed2026-07-08
NVDA
NVIDIA CORPORATION
3.59%
Shares25.7K
Event2026-06-30
Filed2026-07-08
DFUS
DIMENSIONAL ETF TRUST
10.34%
Shares59.5K
Event2026-06-30
Filed2026-07-08
FBTC
FIDELITY WISE ORIGIN BITCOIN
35.87%
Shares90.0K
Event2026-06-30
Filed2026-07-08
SCMB
SCHWAB STRATEGIC TR
-13.43%
Shares166.6K
Event2026-06-30
Filed2026-07-08
MUB
ISHARES TR
-0.54%
Shares39.9K
Event2026-06-30
Filed2026-07-08
VCRM
VANGUARD MUN BD FDS
111.21%
Shares55.4K
Event2026-06-30
Filed2026-07-08
BSV
VANGUARD BD INDEX FDS
-1.36%
Shares52.0K
Event2026-06-30
Filed2026-07-08
STRATEGY INC
STRATEGY INC
-7.36%
Shares42.1K
Event2026-06-30
Filed2026-07-08
AVRE
AMERICAN CENTY ETF TR
-1.52%
Shares68.4K
Event2026-06-30
Filed2026-07-08
HOOD
ROBINHOOD MKTS INC
0.00%
Shares31.1K
Event2026-06-30
Filed2026-07-08
VBR
VANGUARD INDEX FDS
-7.59%
Shares11.4K
Event2026-06-30
Filed2026-07-08
OKE
ONEOK INC NEW
0.01%
Shares31.6K
Event2026-06-30
Filed2026-07-08
VTV
VANGUARD INDEX FDS
-0.83%
Shares12.0K
Event2026-06-30
Filed2026-07-08
SHW
SHERWIN WILLIAMS CO
0.00%
Shares7.5K
Event2026-06-30
Filed2026-07-08
VB
VANGUARD INDEX FDS
0.12%
Shares8.0K
Event2026-06-30
Filed2026-07-08
MSFT
MICROSOFT CORP
3.86%
Shares6.2K
Event2026-06-30
Filed2026-07-08
DFAC
DIMENSIONAL ETF TRUST
4.37%
Shares51.8K
Event2026-06-30
Filed2026-07-08
VLUE
ISHARES TR
-12.02%
Shares11.3K
Event2026-06-30
Filed2026-07-08
PHYS
SPROTT ASSET MANAGEMENT LP
-21.50%
Shares73.0K
Event2026-06-30
Filed2026-07-08
BFAM
BRIGHT HORIZONS FAM SOL IN D
18.15%
Shares28.6K
Event2026-06-30
Filed2026-07-08
SUB
ISHARES TR
-2.83%
Shares17.8K
Event2026-06-30
Filed2026-07-08
BND
VANGUARD BD INDEX FDS
17.17%
Shares24.9K
Event2026-06-30
Filed2026-07-08
PSLV
SPROTT ASSET MANAGEMENT LP
-24.72%
Shares87.1K
Event2026-06-30
Filed2026-07-08
GLD
SPDR GOLD TR
11.22%
Shares4.4K
Event2026-06-30
Filed2026-07-08
IWF
ISHARES TR
278.41%
Shares12.9K
Event2026-06-30
Filed2026-07-08
GOOGL
ALPHABET INC
2.88%
Shares4.5K
Event2026-06-30
Filed2026-07-08
BIV
VANGUARD BD INDEX FDS
-0.07%
Shares20.3K
Event2026-06-30
Filed2026-07-08
AMZN
AMAZON COM INC
4.18%
Shares6.1K
Event2026-06-30
Filed2026-07-08
VCIT
VANGUARD SCOTTSDALE FDS
-4.19%
Shares16.5K
Event2026-06-30
Filed2026-07-08
FLOT
ISHARES TR
-27.34%
Shares26.1K
Event2026-06-30
Filed2026-07-08
EXXON MOBIL CORP
EXXON MOBIL CORP
1.74%
Shares9.1K
Event2026-06-30
Filed2026-07-08
VGSH
VANGUARD SCOTTSDALE FDS
-1.43%
Shares21.3K
Event2026-06-30
Filed2026-07-08
DLS
WISDOMTREE TR
-1.09%
Shares14.5K
Event2026-06-30
Filed2026-07-08
VNQ
VANGUARD INDEX FDS
-7.60%
Shares12.3K
Event2026-06-30
Filed2026-07-08
VOOV
VANGUARD ADMIRAL FDS INC
-13.04%
Shares4.7K
Event2026-06-30
Filed2026-07-08
TXN
TEXAS INSTRS INC
-6.64%
Shares3.2K
Event2026-06-30
Filed2026-07-08
CVX
CHEVRON CORPORATION
10.90%
Shares5.7K
Event2026-06-30
Filed2026-07-08
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
12.10%
Shares2.7K
Event2026-06-30
Filed2026-07-08
SCHF
SCHWAB STRATEGIC TR
0.63%
Shares31.0K
Event2026-06-30
Filed2026-07-08
SCHX
SCHWAB STRATEGIC TR
0.23%
Shares28.1K
Event2026-06-30
Filed2026-07-08
IJS
ISHARES TR
-3.61%
Shares5.6K
Event2026-06-30
Filed2026-07-08
ABBVIE INC
ABBVIE INC
0.13%
Shares3.0K
Event2026-06-30
Filed2026-07-08
EFA
ISHARES TR
-0.67%
Shares7.2K
Event2026-06-30
Filed2026-07-08
METV
LISTED FDS TR
2.21%
Shares1.3K
Event2026-06-30
Filed2026-07-08
VBIL
VANGUARD INSTL INDEX FD
54.77%
Shares9.2K
Event2026-06-30
Filed2026-07-08
HD
HOME DEPOT INC
1.62%
Shares1.9K
Event2026-06-30
Filed2026-07-08
VOE
VANGUARD INDEX FDS
-7.07%
Shares3.2K
Event2026-06-30
Filed2026-07-08
BSVO
EA SERIES TRUST
0.00%
Shares21.7K
Event2026-06-30
Filed2026-07-08
IYW
ISHARES TR
0.00%
Shares2.5K
Event2026-06-30
Filed2026-07-08
VO
VANGUARD INDEX FDS
111.78%
Shares7.5K
Event2026-06-30
Filed2026-07-08
LLY
ELI LILLY & CO
2.07%
Shares493
Event2026-06-30
Filed2026-07-08
CAT
CATERPILLAR INC
0.00%
Shares555
Event2026-06-30
Filed2026-07-08
VWO
VANGUARD INTL EQUITY INDEX F
4.12%
Shares9.3K
Event2026-06-30
Filed2026-07-08
JNJ
JOHNSON & JOHNSON
0.10%
Shares2.1K
Event2026-06-30
Filed2026-07-08
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-2.96%
Shares1.1K
Event2026-06-30
Filed2026-07-08
VUSB
VANGUARD BD INDEX FDS
0.00%
Shares10.2K
Event2026-06-30
Filed2026-07-08
VCSH
VANGUARD SCOTTSDALE FDS
94.33%
Shares6.4K
Event2026-06-30
Filed2026-07-08
VIOG
VANGUARD ADMIRAL FDS INC
0.12%
Shares3.2K
Event2026-06-30
Filed2026-07-08
AVIG
AMERICAN CENTY ETF TR
0.00%
Shares11.9K
Event2026-06-30
Filed2026-07-08
IWC
ISHARES TR
0.00%
Shares2.4K
Event2026-06-30
Filed2026-07-08
IGSB
ISHARES TR
0.09%
Shares9.2K
Event2026-06-30
Filed2026-07-08
VIOV
VANGUARD ADMIRAL FDS INC
0.39%
Shares4.1K
Event2026-06-30
Filed2026-07-08
SCZ
ISHARES TR
-7.22%
Shares5.9K
Event2026-06-30
Filed2026-07-08
ATO
ATMOS ENERGY CORP
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-08
WMT
WALMART INC
-7.17%
Shares4.0K
Event2026-06-30
Filed2026-07-08
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
8.23%
Shares3.9K
Event2026-06-30
Filed2026-07-08
LNG
CHENIERE ENERGY INC
0.00%
Shares1.7K
Event2026-06-30
Filed2026-07-08
GLW
CORNING INC
0.00%
Shares1.6K
Event2026-06-30
Filed2026-07-08
EFV
ISHARES TR
8.20%
Shares5.3K
Event2026-06-30
Filed2026-07-08
AMGN
AMGEN INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-08
DFAW
DIMENSIONAL ETF TRUST
4.53%
Shares4.8K
Event2026-06-30
Filed2026-07-08
VIOO
VANGUARD ADMIRAL FDS INC
-3.44%
Shares2.8K
Event2026-06-30
Filed2026-07-08
DFSV
DIMENSIONAL ETF TRUST
0.34%
Shares9.6K
Event2026-06-30
Filed2026-07-08
F
FORD MTR CO
17.79%
Shares26.0K
Event2026-06-30
Filed2026-07-08
SDY
SPDR SERIES TRUST
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-08
T
AT&T INC
7.95%
Shares16.7K
Event2026-06-30
Filed2026-07-08
QQQ
INVESCO QQQ TR
394.62%
Shares460
Event2026-06-30
Filed2026-07-08
VUG
VANGUARD INDEX FDS
500.00%
Shares3.9K
Event2026-06-30
Filed2026-07-08
MCK
MCKESSON CORP
0.00%
Shares433
Event2026-06-30
Filed2026-07-08
DISV
DIMENSIONAL ETF TRUST
119.81%
Shares8.0K
Event2026-06-30
Filed2026-07-08
ISHARES TR
ISHARES TR
0.00%
Shares3.1K
Event2026-06-30
Filed2026-07-08
AIQ
GLOBAL X FDS
New
Shares4.5K
Event2026-06-30
Filed2026-07-08
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-08
SCHA
SCHWAB STRATEGIC TR
0.00%
Shares7.6K
Event2026-06-30
Filed2026-07-08
IVW
ISHARES TR
77.92%
Shares2.0K
Event2026-06-30
Filed2026-07-08
ROBO
EXCHANGE TRADED CONCEPTS TRU
New
Shares3.1K
Event2026-06-30
Filed2026-07-08
AVGE
AMERICAN CENTY ETF TR
13.32%
Shares2.6K
Event2026-06-30
Filed2026-07-08
IAU
ISHARES GOLD TR
2.54%
Shares3.3K
Event2026-06-30
Filed2026-07-08
MU
MICRON TECHNOLOGY INC
-11.34%
Shares219
Event2026-06-30
Filed2026-07-08
GBTC
GRAYSCALE BITCOIN TRUST ETF
0.00%
Shares5.5K
Event2026-06-30
Filed2026-07-08
XLK
SELECT SECTOR SPDR TR
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-08
IWD
ISHARES TR
-10.34%
Shares1.0K
Event2026-06-30
Filed2026-07-08
MLM
MARTIN MARIETTA MATLS INC
14233.33%
Shares430
Event2026-06-30
Filed2026-07-08
BMNR
BITMINE IMMERSION TECHS INC
0.00%
Shares18.4K
Event2026-06-30
Filed2026-07-08
EMR
EMERSON ELEC CO
0.12%
Shares1.7K
Event2026-06-30
Filed2026-07-08
DE
DEERE & CO
0.00%
Shares379
Event2026-06-30
Filed2026-07-08
KO
COCA COLA CO
-1.93%
Shares2.9K
Event2026-06-30
Filed2026-07-08
WASTE MGMT INC DEL
WASTE MGMT INC DEL
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-08
MTUM
ISHARES TR
25.71%
Shares660
Event2026-06-30
Filed2026-07-08
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
0.00%
Shares236
Event2026-06-30
Filed2026-07-08
XLF
SELECT SECTOR SPDR TR
0.00%
Shares4.1K
Event2026-06-30
Filed2026-07-08
MDY
STATE STR SPDR S&P MIDCAP 40
7.12%
Shares301
Event2026-06-30
Filed2026-07-08
ARTY
ISHARES TR
0.00%
Shares2.7K
Event2026-06-30
Filed2026-07-08
IWB
ISHARES TR
0.00%
Shares496
Event2026-06-30
Filed2026-07-08
GRBK
GREEN BRICK PARTNERS INC
0.00%
Shares2.5K
Event2026-06-30
Filed2026-07-08
OMC
OMNICOM GROUP INC
0.00%
Shares2.7K
Event2026-06-30
Filed2026-07-08
STIP
ISHARES TR
-14.51%
Shares1.9K
Event2026-06-30
Filed2026-07-08
LOW
LOWES COS INC
12.64%
Shares829
Event2026-06-30
Filed2026-07-08
BLK
BLACKROCK INC
52.42%
Shares189
Event2026-06-30
Filed2026-07-08
VV
VANGUARD INDEX FDS
0.00%
Shares526
Event2026-06-30
Filed2026-07-08
IJR
ISHARES TR
-5.48%
Shares1.2K
Event2026-06-30
Filed2026-07-08
BAC
BANK OF AMER CORP
36.19%
Shares3.1K
Event2026-06-30
Filed2026-07-08
AVUS
AMERICAN CENTY ETF TR
New
Shares1.4K
Event2026-06-30
Filed2026-07-08
TRAVELERS COMPANIES INC
TRAVELERS COMPANIES INC
0.00%
Shares527
Event2026-06-30
Filed2026-07-08
PM
PHILIP MORRIS INTL INC
0.00%
Shares959
Event2026-06-30
Filed2026-07-08
CP
CANADIAN PACIFIC KANSAS CITY
75.91%
Shares2.0K
Event2026-06-30
Filed2026-07-08
AMD
ADVANCED MICRO DEVICES INC
9.36%
Shares292
Event2026-06-30
Filed2026-07-08
WFC
WELLS FARGO & CO
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-08
DUK
DUKE ENERGY CORP NEW
88.70%
Shares1.3K
Event2026-06-30
Filed2026-07-08
PEP
PEPSICO INC
39.24%
Shares1.2K
Event2026-06-30
Filed2026-07-08
ETN
EATON CORP PLC
32.16%
Shares374
Event2026-06-30
Filed2026-07-08
3M CO
3M CO
0.00%
Shares984
Event2026-06-30
Filed2026-07-08
COP
CONOCOPHILLIPS
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-08
PSX
PHILLIPS 66
27.06%
Shares939
Event2026-06-30
Filed2026-07-08
AVSF
AMERICAN CENTY ETF TR
0.00%
Shares3.4K
Event2026-06-30
Filed2026-07-08
VZ
VERIZON COMMUNICATIONS INC
4.76%
Shares3.7K
Event2026-06-30
Filed2026-07-08
IEMG
ISHARES INC
59.64%
Shares1.9K
Event2026-06-30
Filed2026-07-08
CISCO SYS INC
CISCO SYS INC
53.79%
Shares1.3K
Event2026-06-30
Filed2026-07-08
CI
THE CIGNA GROUP
0.00%
Shares558
Event2026-06-30
Filed2026-07-08
ENB
ENBRIDGE INC
29.57%
Shares2.8K
Event2026-06-30
Filed2026-07-08
SLV
ISHARES SILVER TR
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-08
AXP
AMERICAN EXPRESS CO
4.46%
Shares445
Event2026-06-30
Filed2026-07-08
JEPI
J P MORGAN EXCHANGE TRADED F
0.00%
Shares2.6K
Event2026-06-30
Filed2026-07-08
CLS
CELESTICA INC
0.00%
Shares401
Event2026-06-30
Filed2026-07-08
PNC
PNC FINL SVCS GROUP INC
30.00%
Shares585
Event2026-06-30
Filed2026-07-08
LRCX
LAM RESEARCH CORP
0.00%
Shares330
Event2026-06-30
Filed2026-07-08
OMFL
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares2.1K
Event2026-06-30
Filed2026-07-08
VYM
VANGUARD WHITEHALL FDS
0.00%
Shares881
Event2026-06-30
Filed2026-07-08
RLI
RLI CORP
0.00%
Shares2.4K
Event2026-06-30
Filed2026-07-08
HPE
HEWLETT PACKARD ENTERPRISE C
790.43%
Shares3.1K
Event2026-06-30
Filed2026-07-08
QTUM
ETF SER SOLUTIONS
0.00%
Shares835
Event2026-06-30
Filed2026-07-08
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-08
RTX CORPORATION
RTX CORPORATION
0.00%
Shares716
Event2026-06-30
Filed2026-07-08
IMTM
ISHARES TR
0.00%
Shares2.5K
Event2026-06-30
Filed2026-07-08
PFE
PFIZER INC
42.67%
Shares5.6K
Event2026-06-30
Filed2026-07-08
NEXTERA ENERGY INC
NEXTERA ENERGY INC
1.49%
Shares1.5K
Event2026-06-30
Filed2026-07-08
PG
PROCTER & GAMBLE CO
-12.44%
Shares894
Event2026-06-30
Filed2026-07-08
PANW
PALO ALTO NETWORKS INC
0.00%
Shares372
Event2026-06-30
Filed2026-07-08
OGE
OGE ENERGY CORP
0.00%
Shares2.6K
Event2026-06-30
Filed2026-07-08
SBUX
STARBUCKS CORP
1.82%
Shares1.2K
Event2026-06-30
Filed2026-07-08
OVL
LISTED FDS TR
0.00%
Shares2.2K
Event2026-06-30
Filed2026-07-08
CSX
CSX CORP
0.00%
Shares2.6K
Event2026-06-30
Filed2026-07-08
VGT
VANGUARD WORLD FD
1200.00%
Shares1.0K
Event2026-06-30
Filed2026-07-08
AVDE
AMERICAN CENTY ETF TR
New
Shares1.4K
Event2026-06-30
Filed2026-07-08
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares705
Event2026-06-30
Filed2026-07-08
QUAL
ISHARES TR
1.29%
Shares548
Event2026-06-30
Filed2026-07-08
VISA INC
VISA INC
45.00%
Shares348
Event2026-06-30
Filed2026-07-08
IBIT
ISHARES BITCOIN TRUST ETF
-15.70%
Shares3.5K
Event2026-06-30
Filed2026-07-08
XRP
BITWISE XRP ETF
14.42%
Shares9.9K
Event2026-06-30
Filed2026-07-08
USB
US BANCORP
44.06%
Shares1.9K
Event2026-06-30
Filed2026-07-08
GEV
GE VERNOVA INC
0.00%
Shares96
Event2026-06-30
Filed2026-07-08
MCD
MCDONALDS CORP
0.48%
Shares417
Event2026-06-30
Filed2026-07-08
DYNF
BLACKROCK ETF TRUST
New
Shares1.7K
Event2026-06-30
Filed2026-07-08
TMO
THERMO FISHER SCIENTIFIC INC
-0.44%
Shares224
Event2026-06-30
Filed2026-07-08
GSIE
GOLDMAN SACHS ETF TR
0.00%
Shares2.4K
Event2026-06-30
Filed2026-07-08
EPD
ENTERPRISE PRODS PARTNERS L
181.85%
Shares3.0K
Event2026-06-30
Filed2026-07-08
CL
COLGATE PALMOLIVE CO
0.25%
Shares1.2K
Event2026-06-30
Filed2026-07-08
ONDS
ONDAS INC
0.00%
Shares12.3K
Event2026-06-30
Filed2026-07-08
DVY
ISHARES TR
0.00%
Shares642
Event2026-06-30
Filed2026-07-08
TGT
TARGET CORP
94.87%
Shares760
Event2026-06-30
Filed2026-07-08
GOVT
ISHARES TR
New
Shares4.3K
Event2026-06-30
Filed2026-07-08
ISHARES TR
ISHARES TR
0.00%
Shares988
Event2026-06-30
Filed2026-07-08
NETFLIX INC.
NETFLIX INC.
-2.88%
Shares1.3K
Event2026-06-30
Filed2026-07-08
TJX
TJX COS INC NEW
0.00%
Shares630
Event2026-06-30
Filed2026-07-08
SPDR SERIES TRUST
SPDR SERIES TRUST
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-08
SCHM
SCHWAB STRATEGIC TR
0.00%
Shares2.5K
Event2026-06-30
Filed2026-07-08
CRM
SALESFORCE INC
38.32%
Shares592
Event2026-06-30
Filed2026-07-08
BMY
BRISTOL-MYERS SQUIBB CO
0.25%
Shares1.6K
Event2026-06-30
Filed2026-07-08
LHX
L3HARRIS TECHNOLOGIES INC
0.00%
Shares316
Event2026-06-30
Filed2026-07-08
EFAV
ISHARES TR
32.61%
Shares1.0K
Event2026-06-30
Filed2026-07-08
USMV
ISHARES TR
143.70%
Shares909
Event2026-06-30
Filed2026-07-08
KLAC
KLA CORP
752.94%
Shares290
Event2026-06-30
Filed2026-07-08
DHR
DANAHER CORP DEL
0.00%
Shares452
Event2026-06-30
Filed2026-07-08
OPEN
OPENDOOR TECHNOLOGIES INC
37.04%
Shares18.5K
Event2026-06-30
Filed2026-07-08
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
50.00%
Shares204
Event2026-06-30
Filed2026-07-08
C
CITIGROUP INC
0.00%
Shares594
Event2026-06-30
Filed2026-07-08
ICE
INTERCONTINENTAL EXCHANGE IN
0.00%
Shares667
Event2026-06-30
Filed2026-07-08
ETH
GRAYSCALE ETHEREUM STAKING
20.54%
Shares5.5K
Event2026-06-30
Filed2026-07-08
QUS
SPDR SERIES TRUST
0.00%
Shares418
Event2026-06-30
Filed2026-07-08
MO
ALTRIA GROUP INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-08
QQQE
DIREXION SHARES ETF TRUST
0.00%
Shares624
Event2026-06-30
Filed2026-07-08
IJH
ISHARES TR
0.00%
Shares987
Event2026-06-30
Filed2026-07-08
MRK
MERCK & CO INC
0.00%
Shares588
Event2026-06-30
Filed2026-07-08
EVRG
EVERGY INC
0.00%
Shares872
Event2026-06-30
Filed2026-07-08
SCHW
SCHWAB CHARLES CORP
99.01%
Shares802
Event2026-06-30
Filed2026-07-08
DVN
DEVON ENERGY CORP NEW
20.64%
Shares1.8K
Event2026-06-30
Filed2026-07-08
LMT
LOCKHEED MARTIN CORP
197.92%
Shares143
Event2026-06-30
Filed2026-07-08
BA
BOEING CO
-55.07%
Shares328
Event2026-06-30
Filed2026-07-08
ROYAL CARIBBEAN GROUP
ROYAL CARIBBEAN GROUP
0.00%
Shares219
Event2026-06-30
Filed2026-07-08
AEP
AMERICAN ELEC PWR CO INC
95.37%
Shares506
Event2026-06-30
Filed2026-07-08
STRK
STRATEGY INC
2.30%
Shares1.1K
Event2026-06-30
Filed2026-07-08
SCHG
SCHWAB STRATEGIC TR
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-08
ABT
ABBOTT LABORATORIES
-0.70%
Shares709
Event2026-06-30
Filed2026-07-08
WMB
WILLIAMS COS INC
88.57%
Shares858
Event2026-06-30
Filed2026-07-08
NI
NISOURCE INC
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-08
ASML
ASML HLDG NV
0.00%
Shares31
Event2026-06-30
Filed2026-07-08
IQDG
WISDOMTREE TR
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-08
EFG
ISHARES TR
New
Shares495
Event2026-06-30
Filed2026-07-08
ES
EVERSOURCE ENERGY
0.00%
Shares850
Event2026-06-30
Filed2026-07-08
BAI
BLACKROCK ETF TRUST
New
Shares1.1K
Event2026-06-30
Filed2026-07-08
SNDA
SONIDA SENIOR LIVING INC
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-08
KMI
KINDER MORGAN INC DEL
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-08
LYG
LLOYDS BANKING GROUP PLC
0.00%
Shares9.9K
Event2026-06-30
Filed2026-07-08
FPX
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares274
Event2026-06-30
Filed2026-07-08
MELI
MERCADOLIBRE INC
0.00%
Shares33
Event2026-06-30
Filed2026-07-08
WORLD GOLD TR
WORLD GOLD TR
0.00%
Shares662
Event2026-06-30
Filed2026-07-08
BEN
FRANKLIN RESOURCES INC
0.00%
Shares1.6K
Event2026-06-30
Filed2026-07-08
VFQY
VANGUARD WELLINGTON FD
0.00%
Shares302
Event2026-06-30
Filed2026-07-08
NRG
NRG ENERGY INC
0.00%
Shares352
Event2026-06-30
Filed2026-07-08
GM
GENERAL MTRS CO
0.00%
Shares655
Event2026-06-30
Filed2026-07-08
SPEM
SPDR INDEX SHS FDS
0.00%
Shares946
Event2026-06-30
Filed2026-07-08
NOBL
PROSHARES TR
100.00%
Shares854
Event2026-06-30
Filed2026-07-08
UPS
UNITED PARCEL SVCS INC
-31.01%
Shares445
Event2026-06-30
Filed2026-07-08
SWK
STANLEY BLACK & DECKER INC
0.00%
Shares508
Event2026-06-30
Filed2026-07-08
APPLIED MATLS INC
APPLIED MATLS INC
22.64%
Shares65
Event2026-06-30
Filed2026-07-08
JGRO
J P MORGAN EXCHANGE TRADED F
0.00%
Shares466
Event2026-06-30
Filed2026-07-08
DFIS
DIMENSIONAL ETF TRUST
-17.21%
Shares1.3K
Event2026-06-30
Filed2026-07-08
BLCR
BLACKROCK ETF TRUST
New
Shares875
Event2026-06-30
Filed2026-07-08
MLPA
GLOBAL X FDS
0.00%
Shares821
Event2026-06-30
Filed2026-07-08
SOUTHERN CO
SOUTHERN CO
0.00%
Shares453
Event2026-06-30
Filed2026-07-08
CORO
BLACKROCK ETF TRUST
New
Shares1.2K
Event2026-06-30
Filed2026-07-08
BTC
GRAYSCALE BITCOIN MINI TR ET
0.00%
Shares1.6K
Event2026-06-30
Filed2026-07-08
IDU
ISHARES TR
0.00%
Shares370
Event2026-06-30
Filed2026-07-08
PPG
PPG INDS INC
New
Shares349
Event2026-06-30
Filed2026-07-08
MS
MORGAN STANLEY
0.00%
Shares202
Event2026-06-30
Filed2026-07-08
CMI
CUMMINS INC
0.00%
Shares59
Event2026-06-30
Filed2026-07-08
YUM
YUM BRANDS INC
0.00%
Shares261
Event2026-06-30
Filed2026-07-08
IDEF
BLACKROCK ETF TRUST
New
Shares1.3K
Event2026-06-30
Filed2026-07-08
TSN
TYSON FOODS INC
0.00%
Shares703
Event2026-06-30
Filed2026-07-08
CMCSA
COMCAST CORP NEW
50.18%
Shares1.6K
Event2026-06-30
Filed2026-07-08
DFAI
DIMENSIONAL ETF TRUST
New
Shares962
Event2026-06-30
Filed2026-07-08
HEFA
ISHARES TR
0.00%
Shares837
Event2026-06-30
Filed2026-07-08
SLVR
SPROTT FDS TR
0.00%
Shares780
Event2026-06-30
Filed2026-07-08
MEDTRONIC PLC
MEDTRONIC PLC
-0.62%
Shares480
Event2026-06-30
Filed2026-07-08
HSY
HERSHEY CO
0.00%
Shares211
Event2026-06-30
Filed2026-07-08
TRGP
TARGA RES CORP
0.00%
Shares137
Event2026-06-30
Filed2026-07-08
VFC
V F CORP
0.00%
Shares2.2K
Event2026-06-30
Filed2026-07-08
SPOTIFY TECHNOLOGY S A
SPOTIFY TECHNOLOGY S A
0.00%
Shares79
Event2026-06-30
Filed2026-07-08
SPDW
SPDR INDEX SHS FDS
0.00%
Shares697
Event2026-06-30
Filed2026-07-08
HII
HUNTINGTON INGALLS INDS INC
0.00%
Shares125
Event2026-06-30
Filed2026-07-08
XRPR
ETF OPPORTUNITIES TRUST
0.00%
Shares4.0K
Event2026-06-30
Filed2026-07-08
RIOT
RIOT PLATFORMS INC
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-08
NUTX
NUTEX HEALTH INC
0.00%
Shares200
Event2026-06-30
Filed2026-07-08
MBB
ISHARES TR
New
Shares358
Event2026-06-30
Filed2026-07-08
THRO
BLACKROCK ETF TRUST
New
Shares784
Event2026-06-30
Filed2026-07-08
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
0.00%
Shares66
Event2026-06-30
Filed2026-07-08
DGRO
ISHARES TR
-10.08%
Shares446
Event2026-06-30
Filed2026-07-08
NEOGENOMICS INC
NEOGENOMICS INC
0.00%
Shares2.2K
Event2026-06-30
Filed2026-07-08
INTC
INTEL CORP
3185.71%
Shares230
Event2026-06-30
Filed2026-07-08
DBRG
DIGITALBRIDGE GROUP INC
0.10%
Shares2.0K
Event2026-06-30
Filed2026-07-08
TYL
TYLER TECHNOLOGIES INC
0.00%
Shares107
Event2026-06-30
Filed2026-07-08
NVTS
NAVITAS SEMICONDUCTOR CORP
247.80%
Shares1.7K
Event2026-06-30
Filed2026-07-08
BX
BLACKSTONE INC
-23.62%
Shares262
Event2026-06-30
Filed2026-07-08
BOND
PIMCO ETF TR
New
Shares333
Event2026-06-30
Filed2026-07-08
CVS
CVS HEALTH CORP
201.03%
Shares292
Event2026-06-30
Filed2026-07-08
LYB
LYONDELLBASELL INDUSTRIES NV
-4.88%
Shares565
Event2026-06-30
Filed2026-07-08
ADI
ANALOG DEVICES INC
0.00%
Shares74
Event2026-06-30
Filed2026-07-08
SMCI
SUPER MICRO COMPUTER INC
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-08
IWM
ISHARES TR
0.00%
Shares97
Event2026-06-30
Filed2026-07-08
KHC
KRAFT HEINZ CO
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-08
IDV
ISHARES TR
0.00%
Shares699
Event2026-06-30
Filed2026-07-08
DOW
DOW HLDGS INC
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-08
DFEV
DIMENSIONAL ETF TRUST
0.00%
Shares645
Event2026-06-30
Filed2026-07-08
NKE
NIKE INC
-3.33%
Shares668
Event2026-06-30
Filed2026-07-08
UMC
UNITED MICROELECTRONICS CORP
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-08
IONQ INC
IONQ INC
-1.19%
Shares500
Event2026-06-30
Filed2026-07-08
DBEF
DBX ETF TR
0.00%
Shares486
Event2026-06-30
Filed2026-07-08
HIMS
HIMS & HERS HEALTH INC
0.00%
Shares760
Event2026-06-30
Filed2026-07-08
SAP
SAP SE
0.00%
Shares170
Event2026-06-30
Filed2026-07-08
BRO
BROWN & BROWN INC
0.00%
Shares399
Event2026-06-30
Filed2026-07-08
ET
ENERGY TRANSFER L P
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-08
DIS
DISNEY WALT CO
-5.78%
Shares261
Event2026-06-30
Filed2026-07-08
KGC
KINROSS GOLD CORP
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-08
PWB
INVESCO EXCHANGE TRADED FD T
0.00%
Shares147
Event2026-06-30
Filed2026-07-08
AFL
AFLAC INC
0.00%
Shares205
Event2026-06-30
Filed2026-07-08
ETHE
GRAYSCALE ETHEREUM STAKING E
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-08
XLV
SELECT SECTOR SPDR TR
0.00%
Shares148
Event2026-06-30
Filed2026-07-08
VIG
VANGUARD SPECIALIZED FUNDS
-52.63%
Shares99
Event2026-06-30
Filed2026-07-08
CORTEVA INC
CORTEVA INC
0.00%
Shares275
Event2026-06-30
Filed2026-07-08
LUV
SOUTHWEST AIRLS CO
0.00%
Shares449
Event2026-06-30
Filed2026-07-08
PFF
ISHARES TR
0.00%
Shares745
Event2026-06-30
Filed2026-07-08
AG
FIRST MAJESTIC SILVER CORP
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-08
IWN
ISHARES TR
0.00%
Shares100
Event2026-06-30
Filed2026-07-08
SCHB
SCHWAB STRATEGIC TR
0.00%
Shares750
Event2026-06-30
Filed2026-07-08
LQD
ISHARES TR
0.00%
Shares198
Event2026-06-30
Filed2026-07-08
SHOP
SHOPIFY INC
447.06%
Shares186
Event2026-06-30
Filed2026-07-08
ONEQ
FIDELITY COMWLTH TR
New
Shares200
Event2026-06-30
Filed2026-07-08
LUMENTUM HLDGS INC
LUMENTUM HLDGS INC
New
Shares24
Event2026-06-30
Filed2026-07-08
CBXJ
CALAMOS ETF TR
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-08
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares91
Event2026-06-30
Filed2026-07-08
SCHO
SCHWAB STRATEGIC TR
0.00%
Shares828
Event2026-06-30
Filed2026-07-08
BSOL
BITWISE SOLANA STAKING ETF
20.67%
Shares2.0K
Event2026-06-30
Filed2026-07-08
IXUS
ISHARES TR
0.00%
Shares208
Event2026-06-30
Filed2026-07-08
RIVIAN AUTOMOTIVE INC
RIVIAN AUTOMOTIVE INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-08
GE
GE AEROSPACE
0.00%
Shares50
Event2026-06-30
Filed2026-07-08
IJK
ISHARES TR
0.00%
Shares159
Event2026-06-30
Filed2026-07-08
AEM
AGNICO EAGLE MINES LTD
0.00%
Shares120
Event2026-06-30
Filed2026-07-08
LDOS
LEIDOS HOLDINGS INC
0.00%
Shares180
Event2026-06-30
Filed2026-07-08
VOOG
VANGUARD ADMIRAL FDS INC
500.00%
Shares222
Event2026-06-30
Filed2026-07-08
USIG
ISHARES TR
New
Shares352
Event2026-06-30
Filed2026-07-08
CRS
CARPENTER TECHNOLOGY CORP
625.00%
Shares29
Event2026-06-30
Filed2026-07-08
SMTC
SEMTECH CORP
New
Shares109
Event2026-06-30
Filed2026-07-08
VYMI
VANGUARD WHITEHALL FDS
0.00%
Shares177
Event2026-06-30
Filed2026-07-08
CGIE
CAPITAL GROUP INTERNATIONAL
0.00%
Shares457
Event2026-06-30
Filed2026-07-08
HAS
HASBRO INC
0.00%
Shares200
Event2026-06-30
Filed2026-07-08
VRTX
VERTEX PHARMACEUTICALS INC
0.00%
Shares33
Event2026-06-30
Filed2026-07-08
SCHD
SCHWAB STRATEGIC TR
-1.16%
Shares512
Event2026-06-30
Filed2026-07-08
IWP
ISHARES TR
-44.44%
Shares110
Event2026-06-30
Filed2026-07-08
IUSG
ISHARES TR
New
Shares84
Event2026-06-30
Filed2026-07-08
EEM
ISHARES TR
0.00%
Shares229
Event2026-06-30
Filed2026-07-08
DTE
DTE ENERGY CO
0.00%
Shares100
Event2026-06-30
Filed2026-07-08
CGNX
COGNEX CORP
New
Shares209
Event2026-06-30
Filed2026-07-08
VBK
VANGUARD INDEX FDS
0.00%
Shares41
Event2026-06-30
Filed2026-07-08
GIS
GENERAL MILLS INC
New
Shares421
Event2026-06-30
Filed2026-07-08
LIN
LINDE PLC
0.00%
Shares28
Event2026-06-30
Filed2026-07-08
SOXX
ISHARES TR
0.00%
Shares23
Event2026-06-30
Filed2026-07-08
DAL
DELTA AIR LINES INC
0.00%
Shares149
Event2026-06-30
Filed2026-07-08
MRVL
MARVELL TECHNOLOGY INC
0.00%
Shares47
Event2026-06-30
Filed2026-07-08
VGIT
VANGUARD SCOTTSDALE FDS
0.00%
Shares234
Event2026-06-30
Filed2026-07-08
OTEX
OPEN TEXT CORP
0.00%
Shares618
Event2026-06-30
Filed2026-07-08
VLTO
VERALTO CORP
0.00%
Shares153
Event2026-06-30
Filed2026-07-08
SEABRIDGE GOLD INC
SEABRIDGE GOLD INC
New
Shares524
Event2026-06-30
Filed2026-07-08
MNST
MONSTER BEVERAGE CORP NEW
0.00%
Shares140
Event2026-06-30
Filed2026-07-08
ELV
ELEVANCE HEALTH INC FORMERLY
0.00%
Shares34
Event2026-06-30
Filed2026-07-08
COF
CAPITAL ONE FINL CORP
0.00%
Shares64
Event2026-06-30
Filed2026-07-08
EOG
EOG RES INC
0.00%
Shares98
Event2026-06-30
Filed2026-07-08
CROX
CROCS INC
5100.00%
Shares104
Event2026-06-30
Filed2026-07-08
NVS
NOVARTIS AG
0.00%
Shares78
Event2026-06-30
Filed2026-07-08
AMRN
AMARIN CORP PLC
0.00%
Shares750
Event2026-06-30
Filed2026-07-08
OUST
OUSTER INC
35.71%
Shares190
Event2026-06-30
Filed2026-07-08
FNV
FRANCO NEV CORP
0.00%
Shares57
Event2026-06-30
Filed2026-07-08
TLH
ISHARES TR
New
Shares116
Event2026-06-30
Filed2026-07-08
UBER
UBER TECHNOLOGIES INC
0.00%
Shares160
Event2026-06-30
Filed2026-07-08
TEMPUS AI INC
TEMPUS AI INC
0.00%
Shares195
Event2026-06-30
Filed2026-07-08
NLY
ANNALY CAPITAL MANAGEMENT IN
0.00%
Shares500
Event2026-06-30
Filed2026-07-08
JBL
JABIL INC
0.00%
Shares29
Event2026-06-30
Filed2026-07-08
FDVV
FIDELITY COVINGTON TRUST
0.00%
Shares184
Event2026-06-30
Filed2026-07-08
IGIB
ISHARES TR
0.00%
Shares208
Event2026-06-30
Filed2026-07-08
KIM
KIMCO REALTY CORP
0.00%
Shares432
Event2026-06-30
Filed2026-07-08
ASST
STRIVE INC
New
Shares985
Event2026-06-30
Filed2026-07-08
WBD
WARNER BROS DISCOVERY INC
1500.00%
Shares400
Event2026-06-30
Filed2026-07-08
DHI
D R HORTON INC
0.00%
Shares64
Event2026-06-30
Filed2026-07-08
WWR
WESTWATER RES INC
New
Shares20.4K
Event2026-06-30
Filed2026-07-08
URI
UNITED RENTALS INC
0.00%
Shares9
Event2026-06-30
Filed2026-07-08
MDLZ
MONDELEZ INTL INC
0.00%
Shares176
Event2026-06-30
Filed2026-07-08
FIG
FIGMA INC
New
Shares560
Event2026-06-30
Filed2026-07-08
FRT
FEDERAL RLTY INVT TR NEW
New
Shares82
Event2026-06-30
Filed2026-07-08
EOT
EATON VANCE NATL MUN OPPORT
New
Shares556
Event2026-06-30
Filed2026-07-08
AJG
GALLAGHER ARTHUR J & CO
0.00%
Shares42
Event2026-06-30
Filed2026-07-08
ETHW
BITWISE ETHEREUM ETF
-19.96%
Shares854
Event2026-06-30
Filed2026-07-08
VVR
INVESCO SR INCOME TR
0.00%
Shares3.2K
Event2026-06-30
Filed2026-07-08
ORC
ORCHID IS CAP INC
New
Shares1.4K
Event2026-06-30
Filed2026-07-08
EWBC
EAST WEST BANCORP INC
New
Shares73
Event2026-06-30
Filed2026-07-08
QUANTA SVCS INC
QUANTA SVCS INC
1200.00%
Shares13
Event2026-06-30
Filed2026-07-08
ORLY
OREILLY AUTOMOTIVE INC
0.00%
Shares100
Event2026-06-30
Filed2026-07-08
BP
BP PLC
0.00%
Shares248
Event2026-06-30
Filed2026-07-08
EEMV
ISHARES INC
New
Shares115
Event2026-06-30
Filed2026-07-08
QQQM
INVESCO EXCH TRADED FD TR II
-56.45%
Shares27
Event2026-06-30
Filed2026-07-08
FLEX
FLEX LTD
0.00%
Shares51
Event2026-06-30
Filed2026-07-08
IWS
ISHARES TR
New
Shares50
Event2026-06-30
Filed2026-07-08
ANET
ARISTA NETWORKS INC
0.00%
Shares48
Event2026-06-30
Filed2026-07-08
HEI
HEICO CORP NEW
0.00%
Shares23
Event2026-06-30
Filed2026-07-08
S&P GLOBAL INC
S&P GLOBAL INC
0.00%
Shares20
Event2026-06-30
Filed2026-07-08
ISRG
INTUITIVE SURGICAL INC
0.00%
Shares20
Event2026-06-30
Filed2026-07-08
FLS
FLOWSERVE CORP
New
Shares105
Event2026-06-30
Filed2026-07-08
XLY
SELECT SECTOR SPDR TR
0.00%
Shares66
Event2026-06-30
Filed2026-07-08
RVMD
REVOLUTION MEDICINES INC
0.00%
Shares41
Event2026-06-30
Filed2026-07-08
REPL
REPLIMUNE GROUP INC
New
Shares680
Event2026-06-30
Filed2026-07-08
USFD
US FOODS HLDG CORP
0.00%
Shares73
Event2026-06-30
Filed2026-07-08
DTM
DT MIDSTREAM INC
0.00%
Shares50
Event2026-06-30
Filed2026-07-08
BFH
BREAD FINANCIAL HOLDINGS INC
0.00%
Shares68
Event2026-06-30
Filed2026-07-08
BNDX
VANGUARD CHARLOTTE FDS
0.00%
Shares148
Event2026-06-30
Filed2026-07-08
FBIN
FORTUNE BRANDS INNOVATIONS I
0.00%
Shares118
Event2026-06-30
Filed2026-07-08
CEG
CONSTELLATION ENERGY CORP
0.00%
Shares26
Event2026-06-30
Filed2026-07-08
BANCO SANTANDER SA
BANCO SANTANDER SA
0.00%
Shares459
Event2026-06-30
Filed2026-07-08
CHEWY INC
CHEWY INC
New
Shares319
Event2026-06-30
Filed2026-07-08
TDG
TRANSDIGM GROUP INC
0.00%
Shares5
Event2026-06-30
Filed2026-07-08
BBVA
BANCO BILBAO VIZCAYA ARGENTA
0.00%
Shares247
Event2026-06-30
Filed2026-07-08
BIZD
VANECK ETF TRUST
-69.95%
Shares488
Event2026-06-30
Filed2026-07-08
SPYG
SPDR SERIES TRUST
0.00%
Shares51
Event2026-06-30
Filed2026-07-08
CBRS
CEREBRAS SYSTEMS INC
New
Shares27
Event2026-06-30
Filed2026-07-08
SERVICENOW INC
SERVICENOW INC
20.00%
Shares60
Event2026-06-30
Filed2026-07-08
PH
PARKER-HANNIFIN CORP
0.00%
Shares6
Event2026-06-30
Filed2026-07-08
POST
POST HLDGS INC
0.00%
Shares65
Event2026-06-30
Filed2026-07-08
MUFG
MITSUBISHI UFJ FINANCIAL GRO
0.00%
Shares287
Event2026-06-30
Filed2026-07-08
HBAN
HUNTINGTON BANCSHARES INC
New
Shares321
Event2026-06-30
Filed2026-07-08
KKR
KKR & CO INC
0.00%
Shares62
Event2026-06-30
Filed2026-07-08
UNM
UNUM GROUP
0.00%
Shares63
Event2026-06-30
Filed2026-07-08
STT
STATE STR CORP
0.00%
Shares33
Event2026-06-30
Filed2026-07-08
CLF
CLEVELAND-CLIFFS INC NEW
New
Shares585
Event2026-06-30
Filed2026-07-08
IJJ
ISHARES TR
0.00%
Shares37
Event2026-06-30
Filed2026-07-08
SHY
ISHARES TR
New
Shares66
Event2026-06-30
Filed2026-07-08
VT
VANGUARD INTL EQUITY INDEX F
0.00%
Shares34
Event2026-06-30
Filed2026-07-08
VTRS
VIATRIS INC
0.30%
Shares336
Event2026-06-30
Filed2026-07-08
GILD
GILEAD SCIENCES INC
0.00%
Shares42
Event2026-06-30
Filed2026-07-08
MET
METLIFE INC
0.00%
Shares62
Event2026-06-30
Filed2026-07-08
FDMO
FIDELITY COVINGTON TRUST
New
Shares51
Event2026-06-30
Filed2026-07-08
MDXG
MIMEDX GROUP INC
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-08
ASTS
AST SPACEMOBILE INC
0.00%
Shares55
Event2026-06-30
Filed2026-07-08
FANG
DIAMONDBACK ENERGY INC
0.00%
Shares28
Event2026-06-30
Filed2026-07-08
TPG
TPG INC
New
Shares120
Event2026-06-30
Filed2026-07-08
XLE
SELECT SECTOR SPDR TR
-99.60%
Shares91
Event2026-06-30
Filed2026-07-08
PHK
PIMCO HIGH INCOME FD
New
Shares1.0K
Event2026-06-30
Filed2026-07-08
ADSK
AUTODESK INC
0.00%
Shares25
Event2026-06-30
Filed2026-07-08
ADOBE INC
ADOBE INC
187.50%
Shares23
Event2026-06-30
Filed2026-07-08
PEGA
PEGASYSTEMS INC
New
Shares157
Event2026-06-30
Filed2026-07-08
SONY
SONY GROUP CORP
0.00%
Shares229
Event2026-06-30
Filed2026-07-08
ROST
ROSS STORES INC
0.00%
Shares21
Event2026-06-30
Filed2026-07-08
MPC
MARATHON PETE CORP
0.00%
Shares17
Event2026-06-30
Filed2026-07-08
COIN
COINBASE GLOBAL INC
New
Shares29
Event2026-06-30
Filed2026-07-08
DOMINION ENERGY INC
DOMINION ENERGY INC
0.00%
Shares62
Event2026-06-30
Filed2026-07-08
WELL
WELLTOWER INC
0.00%
Shares18
Event2026-06-30
Filed2026-07-08
PAAS
PAN AMERN SILVER CORP
0.00%
Shares91
Event2026-06-30
Filed2026-07-08
SLB
SLB LIMITED
0.00%
Shares87
Event2026-06-30
Filed2026-07-08
BBY
BEST BUY INC
-66.88%
Shares52
Event2026-06-30
Filed2026-07-08
SOLS
SOLSTICE ADVANCED MATLS INC
193.33%
Shares44
Event2026-06-30
Filed2026-07-08
VST
VISTRA CORP
0.00%
Shares24
Event2026-06-30
Filed2026-07-08
SMFG
SUMITOMO MITSUI FIN GRP INC
0.00%
Shares164
Event2026-06-30
Filed2026-07-08
HSBC
HSBC HLDGS PLC
0.00%
Shares40
Event2026-06-30
Filed2026-07-08
DMLP
DORCHESTER MINERALS L P
0.00%
Shares150
Event2026-06-30
Filed2026-07-08
FEDEX FGHT HLDG CO INC
FEDEX FGHT HLDG CO INC
New
Shares25
Event2026-06-30
Filed2026-07-08
PGR
PROGRESSIVE CORP
0.00%
Shares17
Event2026-06-30
Filed2026-07-08
RF
REGIONS FINANCIAL CORP NEW
0.00%
Shares124
Event2026-06-30
Filed2026-07-08
RBA
RB GLOBAL INC
0.00%
Shares32
Event2026-06-30
Filed2026-07-08
AON
AON PLC
0.00%
Shares11
Event2026-06-30
Filed2026-07-08
GLOB
GLOBANT S A
New
Shares127
Event2026-06-30
Filed2026-07-08
CFG
CITIZENS FINL GROUP INC
0.00%
Shares52
Event2026-06-30
Filed2026-07-08
MT
ARCELORMITTAL SA LUXEMBOURG
0.00%
Shares60
Event2026-06-30
Filed2026-07-08
ALL
ALLSTATE CORP
0.00%
Shares15
Event2026-06-30
Filed2026-07-08
SW
SMURFIT WESTROCK PLC
-67.09%
Shares77
Event2026-06-30
Filed2026-07-08
AVES
AMERICAN CENTY ETF TR
New
Shares51
Event2026-06-30
Filed2026-07-08
BTI
BRITISH AMERN TOB PLC
0.00%
Shares54
Event2026-06-30
Filed2026-07-08
MSI
MOTOROLA SOLUTIONS INC
0.00%
Shares8
Event2026-06-30
Filed2026-07-08
AZO
AUTOZONE INC
0.00%
Shares1
Event2026-06-30
Filed2026-07-08
IDEXX LABS INC
IDEXX LABS INC
0.00%
Shares6
Event2026-06-30
Filed2026-07-08
MICC
MAGNUM ICE CREAM CO NV
0.00%
Shares188
Event2026-06-30
Filed2026-07-08
CBRE
CBRE GROUP INC
0.00%
Shares24
Event2026-06-30
Filed2026-07-08
MEDP
MEDPACE HLDGS INC
0.00%
Shares6
Event2026-06-30
Filed2026-07-08
TFC
TRUIST FINL CORP
0.00%
Shares63
Event2026-06-30
Filed2026-07-08
INTU
INTUIT
-7.69%
Shares12
Event2026-06-30
Filed2026-07-08
INVH
INVITATION HOMES INC
New
Shares101
Event2026-06-30
Filed2026-07-08
PZZA
PAPA JOHNS INTL INC
-67.19%
Shares83
Event2026-06-30
Filed2026-07-08
SYF
SYNCHRONY FINANCIAL
0.00%
Shares40
Event2026-06-30
Filed2026-07-08
TEL
TE CONNECTIVITY PLC
0.00%
Shares15
Event2026-06-30
Filed2026-07-08
BPRE
BLUEROCK PVT REAL ESTATE FD
2.20%
Shares232
Event2026-06-30
Filed2026-07-08
ROL
ROLLINS INC
0.00%
Shares72
Event2026-06-30
Filed2026-07-08
MAR
MARRIOTT INTL INC NEW
0.00%
Shares8
Event2026-06-30
Filed2026-07-08
ALLY FINL INC
ALLY FINL INC
0.00%
Shares64
Event2026-06-30
Filed2026-07-08
BBAI
BIGBEAR AI HLDGS INC
New
Shares800
Event2026-06-30
Filed2026-07-08
RELX
RELX PLC
0.00%
Shares90
Event2026-06-30
Filed2026-07-08
CRCL
CIRCLE INTERNET GROUP INC
New
Shares45
Event2026-06-30
Filed2026-07-08
EBAY
EBAY INC.
0.00%
Shares25
Event2026-06-30
Filed2026-07-08
NXP SEMICONDUCTORS N V
NXP SEMICONDUCTORS N V
0.00%
Shares10
Event2026-06-30
Filed2026-07-08

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Beaird Harris Wealth Management, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo