Sponsored

The Analysis of Benchmark Financial Wealth Advisors, LLC's Holdings & P&L

Currently, Benchmark Financial Wealth Advisors, LLC holds 145 types of securities in its portfolio with a total value $405.0M. In the most recent quarter, they have increased their positions in DYNF (+125.8K shares, valued at $8.6M), VO (+50.8K shares, valued at $4.1M), LVHI (+37.7K shares, valued at $1.5M); decreased their positions in N/A (-3.8K shares, valued at $2.8M), MUNI (-18.1K shares, valued at $950.6K), N/A (-2.1K shares, valued at $778.9K); initiated new positions in DYNF (+125.8K shares, valued at $8.6M), AMD (+1.2K shares, valued at $709.6K), N/A (+2.9K shares, valued at $502.1K).

1M P&L

+3.4M+1.07%

3M P&L

+14.4M+4.76%

HY P&L

+13.3M+4.36%

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/A244.7M

77.3%

2Semiconductors16.0M

5.1%

3Consumer Electronics9.3M

3.0%

Top Industries by Stock Count

1N/A47 stocks

39.5%

2Semiconductors7 stocks

5.9%

3Drug Manufacturers - General7 stocks

5.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHF SCHWAB STRATEGIC TR1.1M shares-1.54%2026-06-302026-07-17

VANGUARD INDEX FDS VANGUARD INDEX FDS77.9K shares-2.63%2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T36.5K shares-9.35%2026-06-302026-07-17

DBND DOUBLELINE ETF TRUST521.5K shares-0.12%2026-06-302026-07-17

ITOT ISHARES TR119.4K shares-0.13%2026-06-302026-07-17

ISHARES TR ISHARES TR21.3K shares9.44%2026-06-302026-07-17

NVDA NVIDIA CORPORATION65.5K shares-1.03%2026-06-302026-07-17

IWY ISHARES TR39.3K shares-3.90%2026-06-302026-07-17

Sponsored

COWZ PACER FDS TR181.1K shares-6.21%2026-06-302026-07-17

IJR ISHARES TR74.7K shares0.74%2026-06-302026-07-17

MUNI PIMCO ETF TR208.5K shares-7.98%2026-06-302026-07-17

DBEF DBX ETF TR190.1K shares0.61%2026-06-302026-07-17

SCHD SCHWAB STRATEGIC TR323.2K shares4.54%2026-06-302026-07-17

LVHI LEGG MASON ETF INVT243.5K shares18.33%2026-06-302026-07-17

XCEM COLUMBIA ETF TR II179.0K shares7.19%2026-06-302026-07-17

AAPL APPLE INC32.3K shares3.93%2026-06-302026-07-17

Sponsored

DYNF BLACKROCK ETF TRUST125.8K sharesnew addition2026-06-302026-07-17

SMMD ISHARES TR92.2K shares4.82%2026-06-302026-07-17

VOO VANGUARD INDEX FDS11.1K shares-2.58%2026-06-302026-07-17

GRNY TIDAL TRUST I198.5K shares10.28%2026-06-302026-07-17

VO VANGUARD INDEX FDS67.7K shares299.99%2026-06-302026-07-17

GOOGL ALPHABET INC13.3K shares-1.18%2026-06-302026-07-17

IWM ISHARES TR15.6K shares-13.39%2026-06-302026-07-17

RSP INVESCO EXCHANGE TRADED FD T21.4K shares3.18%2026-06-302026-07-17

Sponsored

MSFT MICROSOFT CORP12.0K shares0.54%2026-06-302026-07-17

QDPL PACER FDS TR95.7K shares43.97%2026-06-302026-07-17

MDY STATE STR SPDR S&P MIDCAP 406.1K shares-6.95%2026-06-302026-07-17

IJH ISHARES TR55.2K shares-0.97%2026-06-302026-07-17

AMZN AMAZON COM INC17.3K shares-4.92%2026-06-302026-07-17

VEU VANGUARD INTL EQUITY INDEX F47.8K shares0.71%2026-06-302026-07-17

DIVO AMPLIFY ETF TR78.5K shares41.68%2026-06-302026-07-17

QQQ INVESCO QQQ TR4.5K shares-5.89%2026-06-302026-07-17

Sponsored

BROADCOM INC BROADCOM INC6.3K shares-2.95%2026-06-302026-07-17

META PLATFORMS INC META PLATFORMS INC3.6K shares-1.45%2026-06-302026-07-17

GLD SPDR GOLD TR5.4K shares5.98%2026-06-302026-07-17

GLW CORNING INC7.4K shares-10.37%2026-06-302026-07-17

JPMORGAN CHASE & CO JPMORGAN CHASE & CO5.1K shares-15.84%2026-06-302026-07-17

IWF ISHARES TR13.0K shares290.39%2026-06-302026-07-17

VEA VANGUARD TAX-MANAGED FDS22.2K shares-2.05%2026-06-302026-07-17

IUSG ISHARES TR8.2K shares0.10%2026-06-302026-07-17

Sponsored

BMY BRISTOL-MYERS SQUIBB CO26.4K shares1.24%2026-06-302026-07-17

XLK SELECT SECTOR SPDR TR7.5K shares-2.43%2026-06-302026-07-17

CISCO SYS INC CISCO SYS INC11.9K shares-11.59%2026-06-302026-07-17

BX BLACKSTONE INC11.7K shares1.16%2026-06-302026-07-17

FBND FIDELITY MERRIMACK STR TR30.2K shares53.17%2026-06-302026-07-17

MO ALTRIA GROUP INC18.6K shares0.32%2026-06-302026-07-17

GOOG ALPHABET INC3.8K shares-11.61%2026-06-302026-07-17

VISA INC VISA INC3.8K shares-3.49%2026-06-302026-07-17

Sponsored

BAC BANK OF AMER CORP22.5K shares9.68%2026-06-302026-07-17

IWB ISHARES TR3.1K shares0.23%2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL2.4K shares6.46%2026-06-302026-07-17

LLY ELI LILLY & CO976 shares1.04%2026-06-302026-07-17

MRK MERCK & CO INC7.9K shares-5.98%2026-06-302026-07-17

EUSA ISHARES INC8.8K shares-26.33%2026-06-302026-07-17

ABBVIE INC ABBVIE INC3.9K shares2.84%2026-06-302026-07-17

GS GOLDMAN SACHS GROUP INC962 shares41.89%2026-06-302026-07-17

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION989 shares-15.03%2026-06-302026-07-17

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.2K shares-6.70%2026-06-302026-07-17

FBTC FIDELITY WISE ORIGIN BITCOIN17.4K shares-11.48%2026-06-302026-07-17

ASML ASML HLDG NV432 shares-23.54%2026-06-302026-07-17

IWD ISHARES TR3.3K shares-9.25%2026-06-302026-07-17

WMT WALMART INC6.9K shares-18.96%2026-06-302026-07-17

KO COCA COLA CO9.5K shares6.07%2026-06-302026-07-17

VB VANGUARD INDEX FDS2.4K shares12.75%2026-06-302026-07-17

Sponsored

AMD ADVANCED MICRO DEVICES INC1.2K sharesnew addition2026-06-302026-07-17

IAU ISHARES GOLD TR9.3K shares-2.38%2026-06-302026-07-17

TSLA TESLA INC1.6K shares15.68%2026-06-302026-07-17

RY ROYAL BK CDA3.2K shares0.00%2026-06-302026-07-17

WFC WELLS FARGO & CO8.0K shares-2.77%2026-06-302026-07-17

TXN TEXAS INSTRS INC2.2K shares15.38%2026-06-302026-07-17

AMGN AMGEN INC1.8K shares-1.42%2026-06-302026-07-17

VZ VERIZON COMMUNICATIONS INC15.2K shares12.27%2026-06-302026-07-17

Sponsored

MAR MARRIOTT INTL INC NEW1.7K shares-2.17%2026-06-302026-07-17

PKG PACKAGING CORP AMER2.6K shares7.98%2026-06-302026-07-17

SMH VANECK ETF TRUST900 shares-1.75%2026-06-302026-07-17

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL608 shares-28.30%2026-06-302026-07-17

IXUS ISHARES TR6.1K shares11.00%2026-06-302026-07-17

WSM WILLIAMS SONOMA INC2.5K shares-7.55%2026-06-302026-07-17

CVX CHEVRON CORPORATION3.5K shares8.47%2026-06-302026-07-17

CAT CATERPILLAR INC486 shares-7.43%2026-06-302026-07-17

Sponsored

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.9K sharesnew addition2026-06-302026-07-17

NOBL PROSHARES TR8.9K shares100.88%2026-06-302026-07-17

PM PHILIP MORRIS INTL INC2.7K shares7.09%2026-06-302026-07-17

AIG AMERICAN INTL GROUP INC6.6K shares1.48%2026-06-302026-07-17

NETFLIX INC. NETFLIX INC.6.9K shares27.27%2026-06-302026-07-17

WASTE MGMT INC DEL WASTE MGMT INC DEL2.2K shares-1.41%2026-06-302026-07-17

HD HOME DEPOT INC1.4K shares-21.57%2026-06-302026-07-17

GRMN GARMIN LTD1.9K shares0.43%2026-06-302026-07-17

Sponsored

LMT LOCKHEED MARTIN CORP871 shares-1.25%2026-06-302026-07-17

GEV GE VERNOVA INC371 shares22.44%2026-06-302026-07-17

UNP UNION PAC CORP1.6K shares9.15%2026-06-302026-07-17

GE GE AEROSPACE1.1K shares31.43%2026-06-302026-07-17

MRVL MARVELL TECHNOLOGY INC1.4K sharesnew addition2026-06-302026-07-17

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR8.8K shares0.64%2026-06-302026-07-17

MU MICRON TECHNOLOGY INC343 sharesnew addition2026-06-302026-07-17

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC515 shares-40.53%2026-06-302026-07-17

Sponsored

LIN LINDE PLC726 shares-0.68%2026-06-302026-07-17

TSM TAIWAN SEMICONDUCTOR MANUFAC785 shares-20.30%2026-06-302026-07-17

EXXON MOBIL CORP EXXON MOBIL CORP2.7K shares4.89%2026-06-302026-07-17

PFE PFIZER INC14.9K shares-13.40%2026-06-302026-07-17

F FORD MTR CO25.7K shares22.84%2026-06-302026-07-17

IBIT ISHARES BITCOIN TRUST ETF10.7K shares-13.27%2026-06-302026-07-17

IYG ISHARES TR3.8K sharesnew addition2026-06-302026-07-17

WDC WESTERN DIGITAL CORP538 shares-46.47%2026-06-302026-07-17

Sponsored

INTC INTEL CORP2.4K sharesnew addition2026-06-302026-07-17

VLO VALERO ENERGY CORP1.2K shares17.33%2026-06-302026-07-17

DELL DELL TECHNOLOGIES INC726 sharesnew addition2026-06-302026-07-17

JNJ JOHNSON & JOHNSON1.2K shares15.33%2026-06-302026-07-17

PANW PALO ALTO NETWORKS INC878 sharesnew addition2026-06-302026-07-17

GEN GEN DIGITAL INC11.9K shares1.56%2026-06-302026-07-17

GPIX GOLDMAN SACHS ETF TR5.3K sharesnew addition2026-06-302026-07-17

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.5K shares-0.16%2026-06-302026-07-17

Sponsored

BA BOEING CO1.3K shares3.21%2026-06-302026-07-17

XT ISHARES TR3.3K shares0.45%2026-06-302026-07-17

RTX CORPORATION RTX CORPORATION1.4K shares1.98%2026-06-302026-07-17

ADX ADAMS DIVERSIFIED EQUITY FD10.4K shares0.00%2026-06-302026-07-17

KLAC KLA CORP874 sharesnew addition2026-06-302026-07-17

NVS NOVARTIS AG1.7K shares-0.12%2026-06-302026-07-17

FREEPORT MCMORAN INC FREEPORT MCMORAN INC4.1K shares3.42%2026-06-302026-07-17

COP CONOCOPHILLIPS2.4K shares38.88%2026-06-302026-07-17

Sponsored

EOG EOG RES INC1.9K sharesnew addition2026-06-302026-07-17

JPST J P MORGAN EXCHANGE TRADED F4.7K shares-29.62%2026-06-302026-07-17

ETN EATON CORP PLC562 sharesnew addition2026-06-302026-07-17

ORACLE CORP ORACLE CORP1.6K shares17.79%2026-06-302026-07-17

SPYV SPDR SERIES TRUST3.9K shares0.44%2026-06-302026-07-17

IBM INTERNATIONAL BUSINESS MACHS836 shares0.48%2026-06-302026-07-17

DHR DANAHER CORP DEL1.2K shares-25.46%2026-06-302026-07-17

TT TRANE TECHNOLOGIES PLC471 sharesnew addition2026-06-302026-07-17

Sponsored

C CITIGROUP INC1.6K sharesnew addition2026-06-302026-07-17

IBKR INTERACTIVE BROKERS GROUP IN2.6K sharesnew addition2026-06-302026-07-17

MASTERCARD INCORPORATED MASTERCARD INCORPORATED438 shares-17.51%2026-06-302026-07-17

FTNT FORTINET INC1.5K sharesnew addition2026-06-302026-07-17

UPS UNITED PARCEL SVCS INC2.1K sharesnew addition2026-06-302026-07-17

HDV ISHARES TR7.9K shares395.98%2026-06-302026-07-17

MMC MARSH & MCLENNAN COS INC1.3K shares10.49%2026-06-302026-07-17

TROW PRICE T ROWE GROUP INC1.9K sharesnew addition2026-06-302026-07-17

Sponsored

MCD MCDONALDS CORP787 shares-7.85%2026-06-302026-07-17

DRI DARDEN RESTAURANTS INC1.0K sharesnew addition2026-06-302026-07-17

MS MORGAN STANLEY1.0K sharesnew addition2026-06-302026-07-17

LRCX LAM RESEARCH CORP479 sharesnew addition2026-06-302026-07-17

CHUBB LIMITED CHUBB LIMITED596 sharesnew addition2026-06-302026-07-17

AXP AMERICAN EXPRESS CO593 sharesnew addition2026-06-302026-07-17

GABELLI EQUITY TR INC GABELLI EQUITY TR INC16.0K shares2.69%2026-06-302026-07-17

TIDAL TRUST II TIDAL TRUST II60.0K sharesnew addition2026-06-302026-07-17

Sponsored

VRME VERIFYME INC37.1K shares0.00%2026-06-302026-07-17

SCHF

SCHWAB STRATEGIC TR

-1.54%

Shares1.1M

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

-2.63%

Shares77.9K

Event2026-06-30

Filed2026-07-17

STATE STR SPDR S&P 500 ETF T

-9.35%

Shares36.5K

Event2026-06-30

Filed2026-07-17

DBND

DOUBLELINE ETF TRUST

-0.12%

Shares521.5K

Event2026-06-30

Filed2026-07-17

ITOT

ISHARES TR

-0.13%

Shares119.4K

Event2026-06-30

Filed2026-07-17

ISHARES TR

9.44%

Shares21.3K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

-1.03%

Shares65.5K

Event2026-06-30

Filed2026-07-17

IWY

ISHARES TR

-3.90%

Shares39.3K

Event2026-06-30

Filed2026-07-17

COWZ

PACER FDS TR

-6.21%

Shares181.1K

Event2026-06-30

Filed2026-07-17

IJR

ISHARES TR

0.74%

Shares74.7K

Event2026-06-30

Filed2026-07-17

MUNI

PIMCO ETF TR

-7.98%

Shares208.5K

Event2026-06-30

Filed2026-07-17

DBEF

DBX ETF TR

0.61%

Shares190.1K

Event2026-06-30

Filed2026-07-17

SCHD

SCHWAB STRATEGIC TR

4.54%

Shares323.2K

Event2026-06-30

Filed2026-07-17

LVHI

LEGG MASON ETF INVT

18.33%

Shares243.5K

Event2026-06-30

Filed2026-07-17

XCEM

COLUMBIA ETF TR II

7.19%

Shares179.0K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

3.93%

Shares32.3K

Event2026-06-30

Filed2026-07-17

DYNF

BLACKROCK ETF TRUST

New

Shares125.8K

Event2026-06-30

Filed2026-07-17

SMMD

ISHARES TR

4.82%

Shares92.2K

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD INDEX FDS

-2.58%

Shares11.1K

Event2026-06-30

Filed2026-07-17

GRNY

TIDAL TRUST I

10.28%

Shares198.5K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

299.99%

Shares67.7K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

-1.18%

Shares13.3K

Event2026-06-30

Filed2026-07-17

IWM

ISHARES TR

-13.39%

Shares15.6K

Event2026-06-30

Filed2026-07-17

RSP

INVESCO EXCHANGE TRADED FD T

3.18%

Shares21.4K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

0.54%

Shares12.0K

Event2026-06-30

Filed2026-07-17

QDPL

PACER FDS TR

43.97%

Shares95.7K

Event2026-06-30

Filed2026-07-17

MDY

STATE STR SPDR S&P MIDCAP 40

-6.95%

Shares6.1K

Event2026-06-30

Filed2026-07-17

IJH

ISHARES TR

-0.97%

Shares55.2K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

-4.92%

Shares17.3K

Event2026-06-30

Filed2026-07-17

VEU

VANGUARD INTL EQUITY INDEX F

0.71%

Shares47.8K

Event2026-06-30

Filed2026-07-17

DIVO

AMPLIFY ETF TR

41.68%

Shares78.5K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

-5.89%

Shares4.5K

Event2026-06-30

Filed2026-07-17

BROADCOM INC

-2.95%

Shares6.3K

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC

-1.45%

Shares3.6K

Event2026-06-30

Filed2026-07-17

GLD

SPDR GOLD TR

5.98%

Shares5.4K

Event2026-06-30

Filed2026-07-17

GLW

CORNING INC

-10.37%

Shares7.4K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

-15.84%

Shares5.1K

Event2026-06-30

Filed2026-07-17

IWF

ISHARES TR

290.39%

Shares13.0K

Event2026-06-30

Filed2026-07-17

VEA

VANGUARD TAX-MANAGED FDS

-2.05%

Shares22.2K

Event2026-06-30

Filed2026-07-17

IUSG

ISHARES TR

0.10%

Shares8.2K

Event2026-06-30

Filed2026-07-17

BMY

BRISTOL-MYERS SQUIBB CO

1.24%

Shares26.4K

Event2026-06-30

Filed2026-07-17

XLK

SELECT SECTOR SPDR TR

-2.43%

Shares7.5K

Event2026-06-30

Filed2026-07-17

CISCO SYS INC

-11.59%

Shares11.9K

Event2026-06-30

Filed2026-07-17

BLACKSTONE INC

1.16%

Shares11.7K

Event2026-06-30

Filed2026-07-17

FBND

FIDELITY MERRIMACK STR TR

53.17%

Shares30.2K

Event2026-06-30

Filed2026-07-17

ALTRIA GROUP INC

0.32%

Shares18.6K

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC

-11.61%

Shares3.8K

Event2026-06-30

Filed2026-07-17

VISA INC

-3.49%

Shares3.8K

Event2026-06-30

Filed2026-07-17

BAC

BANK OF AMER CORP

9.68%

Shares22.5K

Event2026-06-30

Filed2026-07-17

IWB

ISHARES TR

0.23%

Shares3.1K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL

6.46%

Shares2.4K

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO

1.04%

Shares976

Event2026-06-30

Filed2026-07-17

MRK

MERCK & CO INC

-5.98%

Shares7.9K

Event2026-06-30

Filed2026-07-17

EUSA

ISHARES INC

-26.33%

Shares8.8K

Event2026-06-30

Filed2026-07-17

ABBVIE INC

2.84%

Shares3.9K

Event2026-06-30

Filed2026-07-17

GOLDMAN SACHS GROUP INC

41.89%

Shares962

Event2026-06-30

Filed2026-07-17

COSTCO WHOLESALE CORPORATION

-15.03%

Shares989

Event2026-06-30

Filed2026-07-17

UNITEDHEALTH GROUP INC

-6.70%

Shares2.2K

Event2026-06-30

Filed2026-07-17

FBTC

FIDELITY WISE ORIGIN BITCOIN

-11.48%

Shares17.4K

Event2026-06-30

Filed2026-07-17

ASML

ASML HLDG NV

-23.54%

Shares432

Event2026-06-30

Filed2026-07-17

IWD

ISHARES TR

-9.25%

Shares3.3K

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC

-18.96%

Shares6.9K

Event2026-06-30

Filed2026-07-17

COCA COLA CO

6.07%

Shares9.5K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

12.75%

Shares2.4K

Event2026-06-30

Filed2026-07-17

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-17

IAU

ISHARES GOLD TR

-2.38%

Shares9.3K

Event2026-06-30

Filed2026-07-17

TSLA

TESLA INC

15.68%

Shares1.6K

Event2026-06-30

Filed2026-07-17

ROYAL BK CDA

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-17

WFC

WELLS FARGO & CO

-2.77%

Shares8.0K

Event2026-06-30

Filed2026-07-17

TXN

TEXAS INSTRS INC

15.38%

Shares2.2K

Event2026-06-30

Filed2026-07-17

AMGN

AMGEN INC

-1.42%

Shares1.8K

Event2026-06-30

Filed2026-07-17

VERIZON COMMUNICATIONS INC

12.27%

Shares15.2K

Event2026-06-30

Filed2026-07-17

MAR

MARRIOTT INTL INC NEW

-2.17%

Shares1.7K

Event2026-06-30

Filed2026-07-17

PKG

PACKAGING CORP AMER

7.98%

Shares2.6K

Event2026-06-30

Filed2026-07-17

SMH

VANECK ETF TRUST

-1.75%

Shares900

Event2026-06-30

Filed2026-07-17

SEAGATE TECHNOLOGY HLDNGS PL

-28.30%

Shares608

Event2026-06-30

Filed2026-07-17

IXUS

ISHARES TR

11.00%

Shares6.1K

Event2026-06-30

Filed2026-07-17

WSM

WILLIAMS SONOMA INC

-7.55%

Shares2.5K

Event2026-06-30

Filed2026-07-17

CVX

CHEVRON CORPORATION

8.47%

Shares3.5K

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC

-7.43%

Shares486

Event2026-06-30

Filed2026-07-17

SPACE EXPLORATION TECHN CORP

New

Shares2.9K

Event2026-06-30

Filed2026-07-17

NOBL

PROSHARES TR

100.88%

Shares8.9K

Event2026-06-30

Filed2026-07-17

PHILIP MORRIS INTL INC

7.09%

Shares2.7K

Event2026-06-30

Filed2026-07-17

AIG

AMERICAN INTL GROUP INC

1.48%

Shares6.6K

Event2026-06-30

Filed2026-07-17

NETFLIX INC.

27.27%

Shares6.9K

Event2026-06-30

Filed2026-07-17

WASTE MGMT INC DEL

-1.41%

Shares2.2K

Event2026-06-30

Filed2026-07-17

HOME DEPOT INC

-21.57%

Shares1.4K

Event2026-06-30

Filed2026-07-17

GRMN

GARMIN LTD

0.43%

Shares1.9K

Event2026-06-30

Filed2026-07-17

LMT

LOCKHEED MARTIN CORP

-1.25%

Shares871

Event2026-06-30

Filed2026-07-17

GEV

GE VERNOVA INC

22.44%

Shares371

Event2026-06-30

Filed2026-07-17

UNP

UNION PAC CORP

9.15%

Shares1.6K

Event2026-06-30

Filed2026-07-17

GE AEROSPACE

31.43%

Shares1.1K

Event2026-06-30

Filed2026-07-17

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-17

SELECT SECTOR SPDR TR

0.64%

Shares8.8K

Event2026-06-30

Filed2026-07-17

MICRON TECHNOLOGY INC

New

Shares343

Event2026-06-30

Filed2026-07-17

CROWDSTRIKE HLDGS INC

-40.53%

Shares515

Event2026-06-30

Filed2026-07-17

LIN

LINDE PLC

-0.68%

Shares726

Event2026-06-30

Filed2026-07-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-20.30%

Shares785

Event2026-06-30

Filed2026-07-17

EXXON MOBIL CORP

4.89%

Shares2.7K

Event2026-06-30

Filed2026-07-17

PFE

PFIZER INC

-13.40%

Shares14.9K

Event2026-06-30

Filed2026-07-17

FORD MTR CO

22.84%

Shares25.7K

Event2026-06-30

Filed2026-07-17

IBIT

ISHARES BITCOIN TRUST ETF

-13.27%

Shares10.7K

Event2026-06-30

Filed2026-07-17

IYG

ISHARES TR

New

Shares3.8K

Event2026-06-30

Filed2026-07-17

WDC

WESTERN DIGITAL CORP

-46.47%

Shares538

Event2026-06-30

Filed2026-07-17

INTC

INTEL CORP

New

Shares2.4K

Event2026-06-30

Filed2026-07-17

VLO

VALERO ENERGY CORP

17.33%

Shares1.2K

Event2026-06-30

Filed2026-07-17

DELL

DELL TECHNOLOGIES INC

New

Shares726

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON

15.33%

Shares1.2K

Event2026-06-30

Filed2026-07-17

PANW

PALO ALTO NETWORKS INC

New

Shares878

Event2026-06-30

Filed2026-07-17

GEN

GEN DIGITAL INC

1.56%

Shares11.9K

Event2026-06-30

Filed2026-07-17

GPIX

GOLDMAN SACHS ETF TR

New

Shares5.3K

Event2026-06-30

Filed2026-07-17

PALANTIR TECHNOLOGIES INC

-0.16%

Shares2.5K

Event2026-06-30

Filed2026-07-17

BOEING CO

3.21%

Shares1.3K

Event2026-06-30

Filed2026-07-17

ISHARES TR

0.45%

Shares3.3K

Event2026-06-30

Filed2026-07-17

RTX CORPORATION

1.98%

Shares1.4K

Event2026-06-30

Filed2026-07-17

ADX

ADAMS DIVERSIFIED EQUITY FD

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-17

KLAC

KLA CORP

New

Shares874

Event2026-06-30

Filed2026-07-17

NVS

NOVARTIS AG

-0.12%

Shares1.7K

Event2026-06-30

Filed2026-07-17

FREEPORT MCMORAN INC

3.42%

Shares4.1K

Event2026-06-30

Filed2026-07-17

COP

CONOCOPHILLIPS

38.88%

Shares2.4K

Event2026-06-30

Filed2026-07-17

EOG

EOG RES INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-17

JPST

J P MORGAN EXCHANGE TRADED F

-29.62%

Shares4.7K

Event2026-06-30

Filed2026-07-17

ETN

EATON CORP PLC

New

Shares562

Event2026-06-30

Filed2026-07-17

ORACLE CORP

17.79%

Shares1.6K

Event2026-06-30

Filed2026-07-17

SPYV

SPDR SERIES TRUST

0.44%

Shares3.9K

Event2026-06-30

Filed2026-07-17

IBM

INTERNATIONAL BUSINESS MACHS

0.48%

Shares836

Event2026-06-30

Filed2026-07-17

DHR

DANAHER CORP DEL

-25.46%

Shares1.2K

Event2026-06-30

Filed2026-07-17

TRANE TECHNOLOGIES PLC

New

Shares471

Event2026-06-30

Filed2026-07-17

CITIGROUP INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-17

IBKR

INTERACTIVE BROKERS GROUP IN

New

Shares2.6K

Event2026-06-30

Filed2026-07-17

MASTERCARD INCORPORATED

-17.51%

Shares438

Event2026-06-30

Filed2026-07-17

FTNT

FORTINET INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-17

UPS

UNITED PARCEL SVCS INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-17

HDV

ISHARES TR

395.98%

Shares7.9K

Event2026-06-30

Filed2026-07-17

MMC

MARSH & MCLENNAN COS INC

10.49%

Shares1.3K

Event2026-06-30

Filed2026-07-17

TROW

PRICE T ROWE GROUP INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-17

MCD

MCDONALDS CORP

-7.85%

Shares787

Event2026-06-30

Filed2026-07-17

DRI

DARDEN RESTAURANTS INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-17

MORGAN STANLEY

New

Shares1.0K

Event2026-06-30

Filed2026-07-17

LRCX

LAM RESEARCH CORP

New

Shares479

Event2026-06-30

Filed2026-07-17

CHUBB LIMITED

New

Shares596

Event2026-06-30

Filed2026-07-17

AXP

AMERICAN EXPRESS CO

New

Shares593

Event2026-06-30

Filed2026-07-17

GABELLI EQUITY TR INC

2.69%

Shares16.0K

Event2026-06-30

Filed2026-07-17

TIDAL TRUST II

New

Shares60.0K

Event2026-06-30

Filed2026-07-17

VRME

VERIFYME INC

0.00%

Shares37.1K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T300 sharesnew addition2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

New

Shares300

Event2026-06-30

Filed2026-07-17

Put Option Holdings

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T400 sharesnew addition2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

New

Shares400

Event2026-06-30

Filed2026-07-17