Sponsored

The Analysis of Bernardo Wealth Planning LLC's Holdings & P&L

Currently, Bernardo Wealth Planning LLC holds 139 types of securities in its portfolio with a total value $585.4M. In the most recent quarter, they have increased their positions in MGK (+386.5K shares, valued at $34.0M), VT (+78.0K shares, valued at $12.2M), VO (+55.3K shares, valued at $4.5M); decreased their positions in MGV (-24.5K shares, valued at $4.0M), GOVT (-70.2K shares, valued at $1.6M), JEPI (-27.1K shares, valued at $1.5M); initiated new positions in VPLS (+14.3K shares, valued at $1.1M), MU (+640 shares, valued at $738.7K), N/A (+907 shares, valued at $377.1K).

1M P&L

-2.9M-0.58%

3M P&L

+12.1M+2.48%

HY P&L

-132.1M-20.95%

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/A445.4M

90.2%

2Consumer Electronics12.1M

2.4%

3Semiconductors6.3M

1.3%

Top Industries by Stock Count

1N/A72 stocks

61.0%

2Semiconductors6 stocks

5.1%

3Drug Manufacturers - General4 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR87.1K shares2.06%2026-06-302026-07-27

MGK VANGUARD WORLD FD490.5K shares371.80%2026-06-302026-07-27

VONV VANGUARD SCOTTSDALE FDS341.8K shares1.71%2026-06-302026-07-27

MGV VANGUARD WORLD FD187.4K shares-11.55%2026-06-302026-07-27

CGCP CAPITAL GRP FIXED INCM ETF T1.2M shares3.82%2026-06-302026-07-27

ITOT ISHARES TR165.7K shares0.93%2026-06-302026-07-27

VONG VANGUARD SCOTTSDALE FDS212.2K shares3.66%2026-06-302026-07-27

DFUS DIMENSIONAL ETF TRUST300.1K shares4.85%2026-06-302026-07-27

Sponsored

RSP INVESCO EXCHANGE TRADED FD T97.9K shares2.31%2026-06-302026-07-27

VYM VANGUARD WHITEHALL FDS118.5K shares2.18%2026-06-302026-07-27

JPIE J P MORGAN EXCHANGE TRADED F371.9K shares20.51%2026-06-302026-07-27

JEPI J P MORGAN EXCHANGE TRADED F277.6K shares-8.90%2026-06-302026-07-27

IGSB ISHARES TR279.5K shares5.33%2026-06-302026-07-27

BIV VANGUARD BD INDEX FDS184.8K shares6.28%2026-06-302026-07-27

MBB ISHARES TR148.1K shares4.34%2026-06-302026-07-27

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F222.1K shares2.86%2026-06-302026-07-27

Sponsored

GOVT ISHARES TR558.1K shares-11.18%2026-06-302026-07-27

VT VANGUARD INTL EQUITY INDEX F80.1K shares3801.02%2026-06-302026-07-27

AAPL APPLE INC41.7K shares5.37%2026-06-302026-07-27

QQQ INVESCO QQQ TR10.7K shares1.05%2026-06-302026-07-27

QQQM INVESCO EXCH TRADED FD TR II20.6K shares0.63%2026-06-302026-07-27

VB VANGUARD INDEX FDS20.5K shares2.11%2026-06-302026-07-27

VO VANGUARD INDEX FDS73.1K shares309.88%2026-06-302026-07-27

HMOP HARTFORD FDS EXCHANGE TRADED134.3K shares-0.72%2026-06-302026-07-27

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD52.7K shares-1.93%2026-06-302026-07-27

AMZN AMAZON COM INC19.9K shares7.24%2026-06-302026-07-27

IXN ISHARES TR31.7K shares0.07%2026-06-302026-07-27

MMIT NEW YORK LIFE INVTS ACTIVE E154.9K shares-2.25%2026-06-302026-07-27

GOOG ALPHABET INC8.8K shares-3.96%2026-06-302026-07-27

NVDA NVIDIA CORPORATION14.8K shares20.13%2026-06-302026-07-27

HDV ISHARES TR97.2K shares400.07%2026-06-302026-07-27

IVW ISHARES TR18.9K shares-0.61%2026-06-302026-07-27

Sponsored

ISPY PROSHARES TR53.6K shares0.12%2026-06-302026-07-27

VTV VANGUARD INDEX FDS10.6K shares-0.09%2026-06-302026-07-27

MRK MERCK & CO INC17.4K shares1.96%2026-06-302026-07-27

IVE ISHARES TR9.4K shares0.00%2026-06-302026-07-27

JMUB J P MORGAN EXCHANGE TRADED F41.5K shares-0.34%2026-06-302026-07-27

MUB ISHARES TR19.0K shares-2.34%2026-06-302026-07-27

USMV ISHARES TR19.2K shares-0.36%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS4.9K shares-5.45%2026-06-302026-07-27

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.4K shares0.63%2026-06-302026-07-27

MSFT MICROSOFT CORP4.8K shares15.64%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON7.1K shares3.51%2026-06-302026-07-27

TSLA TESLA INC3.9K shares7.23%2026-06-302026-07-27

VOO VANGUARD INDEX FDS2.4K shares4.46%2026-06-302026-07-27

QUAL ISHARES TR7.0K shares-0.06%2026-06-302026-07-27

IWV ISHARES TR3.4K shares0.00%2026-06-302026-07-27

VTEB VANGUARD MUN BD FDS28.3K shares-0.71%2026-06-302026-07-27

Sponsored

GOOGL ALPHABET INC3.7K shares41.55%2026-06-302026-07-27

SPTM SPDR SERIES TRUST14.2K shares-1.80%2026-06-302026-07-27

BROADCOM INC BROADCOM INC3.1K shares5.86%2026-06-302026-07-27

AMD ADVANCED MICRO DEVICES INC1.9K shares12.53%2026-06-302026-07-27

VPLS VANGUARD MALVERN FDS14.3K sharesnew addition2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC1.9K shares17.26%2026-06-302026-07-27

IDCC INTERDIGITAL INC3.8K shares0.69%2026-06-302026-07-27

UVSP UNIVEST FINANCIAL CORPORATIO24.3K shares3.01%2026-06-302026-07-27

Sponsored

USFR WISDOMTREE TR20.9K shares-12.37%2026-06-302026-07-27

FMB FIRST TR EXCH TRADED FD III20.4K shares-4.58%2026-06-302026-07-27

MTUM ISHARES TR3.0K shares0.00%2026-06-302026-07-27

SCHV SCHWAB STRATEGIC TR28.9K shares0.02%2026-06-302026-07-27

TSM TAIWAN SEMICONDUCTOR MANUFAC1.8K shares0.00%2026-06-302026-07-27

SCHD SCHWAB STRATEGIC TR27.6K shares0.58%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL1.7K shares10.92%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.6K shares-0.26%2026-06-302026-07-27

Sponsored

VCRM VANGUARD MUN BD FDS11.2K shares-2.62%2026-06-302026-07-27

SCHX SCHWAB STRATEGIC TR28.7K shares-11.49%2026-06-302026-07-27

WMT WALMART INC7.5K shares6.23%2026-06-302026-07-27

EXXON MOBIL CORP EXXON MOBIL CORP6.2K shares5.69%2026-06-302026-07-27

VOT VANGUARD INDEX FDS2.7K shares0.00%2026-06-302026-07-27

VUG VANGUARD INDEX FDS9.0K shares499.87%2026-06-302026-07-27

ISHARES TR ISHARES TR7.5K shares18.35%2026-06-302026-07-27

VV VANGUARD INDEX FDS2.2K shares0.00%2026-06-302026-07-27

Sponsored

MU MICRON TECHNOLOGY INC640 sharesnew addition2026-06-302026-07-27

CVX CHEVRON CORPORATION4.4K shares3.92%2026-06-302026-07-27

PM PHILIP MORRIS INTL INC3.8K shares5.01%2026-06-302026-07-27

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II27.9K shares-20.18%2026-06-302026-07-27

SPDR SERIES TRUST SPDR SERIES TRUST6.6K shares9.67%2026-06-302026-07-27

LLY ELI LILLY & CO478 shares24.16%2026-06-302026-07-27

FVD FIRST TR EXCHANGE-TRADED FD11.1K shares0.04%2026-06-302026-07-27

IJH ISHARES TR6.4K shares10.89%2026-06-302026-07-27

Sponsored

DIA STATE STR SPDR DOW JONES IND934 shares0.11%2026-06-302026-07-27

MCD MCDONALDS CORP1.8K shares0.39%2026-06-302026-07-27

GLW CORNING INC1.9K shares5.66%2026-06-302026-07-27

PGR PROGRESSIVE CORP2.1K shares8.23%2026-06-302026-07-27

ABBVIE INC ABBVIE INC1.7K shares13.97%2026-06-302026-07-27

NETFLIX INC. NETFLIX INC.5.8K shares2.55%2026-06-302026-07-27

WTRG ESSENTIAL UTILS INC10.8K shares0.00%2026-06-302026-07-27

BX BLACKSTONE INC3.5K shares4.15%2026-06-302026-07-27

Sponsored

HYMB SPDR SERIES TRUST16.0K shares-5.81%2026-06-302026-07-27

VISA INC VISA INC1.2K shares70.56%2026-06-302026-07-27

IBM INTERNATIONAL BUSINESS MACHS1.4K shares7.33%2026-06-302026-07-27

WFC WELLS FARGO & CO4.7K shares4.35%2026-06-302026-07-27

IWR ISHARES TR3.5K shares0.00%2026-06-302026-07-27

RTX CORPORATION RTX CORPORATION2.0K shares8.03%2026-06-302026-07-27

SUB ISHARES TR3.6K shares-2.12%2026-06-302026-07-27

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC907 sharesnew addition2026-06-302026-07-27

Sponsored

MRVL MARVELL TECHNOLOGY INC1.3K sharesnew addition2026-06-302026-07-27

GLD SPDR GOLD TR996 shares0.00%2026-06-302026-07-27

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.13%2026-06-302026-07-27

SDY SPDR SERIES TRUST2.4K shares0.00%2026-06-302026-07-27

IJR ISHARES TR2.3K shares19.98%2026-06-302026-07-27

CISCO SYS INC CISCO SYS INC2.9K sharesnew addition2026-06-302026-07-27

PG PROCTER & GAMBLE CO2.3K shares13.84%2026-06-302026-07-27

HD HOME DEPOT INC914 shares14.82%2026-06-302026-07-27

Sponsored

VEA VANGUARD TAX-MANAGED FDS4.4K shares-1.12%2026-06-302026-07-27

TSLL DIREXION SHARES ETF TRUST21.5K shares2.44%2026-06-302026-07-27

OLED UNIVERSAL DISPLAY CORP3.4K shares-2.86%2026-06-302026-07-27

IYE ISHARES TR5.2K shares-24.14%2026-06-302026-07-27

VOOG VANGUARD ADMIRAL FDS INC3.5K shares499.83%2026-06-302026-07-27

ORACLE CORP ORACLE CORP2.0K shares16.84%2026-06-302026-07-27

SPYG SPDR SERIES TRUST2.4K shares0.00%2026-06-302026-07-27

IUSG ISHARES TR1.5K shares0.00%2026-06-302026-07-27

Sponsored

SCHF SCHWAB STRATEGIC TR10.1K shares1.07%2026-06-302026-07-27

BHRB BURKE HERBERT FINL SVCS CORP3.9K sharesnew addition2026-06-302026-07-27

SCHW SCHWAB CHARLES CORP3.0K shares1.43%2026-06-302026-07-27

GS GOLDMAN SACHS GROUP INC265 sharesnew addition2026-06-302026-07-27

VCR VANGUARD WORLD FD660 shares0.00%2026-06-302026-07-27

AMGN AMGEN INC704 shares7.48%2026-06-302026-07-27

ABT ABBOTT LABORATORIES2.8K shares18.78%2026-06-302026-07-27

APPLIED MATLS INC APPLIED MATLS INC343 sharesnew addition2026-06-302026-07-27

Sponsored

INTC INTEL CORP1.8K sharesnew addition2026-06-302026-07-27

MO ALTRIA GROUP INC3.4K shares4.61%2026-06-302026-07-27

BAC BANK OF AMER CORP4.3K sharesnew addition2026-06-302026-07-27

KO COCA COLA CO3.0K shares8.52%2026-06-302026-07-27

XLF SELECT SECTOR SPDR TR4.4K shares5.44%2026-06-302026-07-27

BTC GRAYSCALE BITCOIN MINI TR ET9.1K shares0.00%2026-06-302026-07-27

UNP UNION PAC CORP866 sharesnew addition2026-06-302026-07-27

LMT LOCKHEED MARTIN CORP451 shares3.92%2026-06-302026-07-27

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP2.8K shares-0.46%2026-06-302026-07-27

SPYV SPDR SERIES TRUST3.7K shares0.05%2026-06-302026-07-27

ADP AUTOMATIC DATA PROCESSING IN979 sharesnew addition2026-06-302026-07-27

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION234 sharesnew addition2026-06-302026-07-27

ESGU ISHARES TR1.3K sharesnew addition2026-06-302026-07-27

IHI ISHARES TR4.2K shares-0.57%2026-06-302026-07-27

PPL CORP PPL CORP5.7K sharesnew addition2026-06-302026-07-27

AXP AMERICAN EXPRESS CO597 sharesnew addition2026-06-302026-07-27

Sponsored

ETH GRAYSCALE ETHEREUM STAKING10.9K shares0.00%2026-06-302026-07-27

LWLG LIGHTWAVE LOGIC INC11.2K shares9.80%2026-06-302026-07-27

LIEN CHICAGO ATLANTIC BDC INC10.3K shares0.00%2026-06-302026-07-27

ISHARES TR

2.06%

Shares87.1K

Event2026-06-30

Filed2026-07-27

MGK

VANGUARD WORLD FD

371.80%

Shares490.5K

Event2026-06-30

Filed2026-07-27

VONV

VANGUARD SCOTTSDALE FDS

1.71%

Shares341.8K

Event2026-06-30

Filed2026-07-27

MGV

VANGUARD WORLD FD

-11.55%

Shares187.4K

Event2026-06-30

Filed2026-07-27

CGCP

CAPITAL GRP FIXED INCM ETF T

3.82%

Shares1.2M

Event2026-06-30

Filed2026-07-27

ITOT

ISHARES TR

0.93%

Shares165.7K

Event2026-06-30

Filed2026-07-27

VONG

VANGUARD SCOTTSDALE FDS

3.66%

Shares212.2K

Event2026-06-30

Filed2026-07-27

DFUS

DIMENSIONAL ETF TRUST

4.85%

Shares300.1K

Event2026-06-30

Filed2026-07-27

RSP

INVESCO EXCHANGE TRADED FD T

2.31%

Shares97.9K

Event2026-06-30

Filed2026-07-27

VYM

VANGUARD WHITEHALL FDS

2.18%

Shares118.5K

Event2026-06-30

Filed2026-07-27

JPIE

J P MORGAN EXCHANGE TRADED F

20.51%

Shares371.9K

Event2026-06-30

Filed2026-07-27

JEPI

J P MORGAN EXCHANGE TRADED F

-8.90%

Shares277.6K

Event2026-06-30

Filed2026-07-27

IGSB

ISHARES TR

5.33%

Shares279.5K

Event2026-06-30

Filed2026-07-27

BIV

VANGUARD BD INDEX FDS

6.28%

Shares184.8K

Event2026-06-30

Filed2026-07-27

MBB

ISHARES TR

4.34%

Shares148.1K

Event2026-06-30

Filed2026-07-27

J P MORGAN EXCHANGE TRADED F

2.86%

Shares222.1K

Event2026-06-30

Filed2026-07-27

GOVT

ISHARES TR

-11.18%

Shares558.1K

Event2026-06-30

Filed2026-07-27

VANGUARD INTL EQUITY INDEX F

3801.02%

Shares80.1K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

5.37%

Shares41.7K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

1.05%

Shares10.7K

Event2026-06-30

Filed2026-07-27

QQQM

INVESCO EXCH TRADED FD TR II

0.63%

Shares20.6K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

2.11%

Shares20.5K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

309.88%

Shares73.1K

Event2026-06-30

Filed2026-07-27

HMOP

HARTFORD FDS EXCHANGE TRADED

-0.72%

Shares134.3K

Event2026-06-30

Filed2026-07-27

FTCS

FIRST TR EXCHANGE-TRADED FD

-1.93%

Shares52.7K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

7.24%

Shares19.9K

Event2026-06-30

Filed2026-07-27

IXN

ISHARES TR

0.07%

Shares31.7K

Event2026-06-30

Filed2026-07-27

MMIT

NEW YORK LIFE INVTS ACTIVE E

-2.25%

Shares154.9K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

-3.96%

Shares8.8K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

20.13%

Shares14.8K

Event2026-06-30

Filed2026-07-27

HDV

ISHARES TR

400.07%

Shares97.2K

Event2026-06-30

Filed2026-07-27

IVW

ISHARES TR

-0.61%

Shares18.9K

Event2026-06-30

Filed2026-07-27

ISPY

PROSHARES TR

0.12%

Shares53.6K

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

-0.09%

Shares10.6K

Event2026-06-30

Filed2026-07-27

MRK

MERCK & CO INC

1.96%

Shares17.4K

Event2026-06-30

Filed2026-07-27

IVE

ISHARES TR

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-27

JMUB

J P MORGAN EXCHANGE TRADED F

-0.34%

Shares41.5K

Event2026-06-30

Filed2026-07-27

MUB

ISHARES TR

-2.34%

Shares19.0K

Event2026-06-30

Filed2026-07-27

USMV

ISHARES TR

-0.36%

Shares19.2K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

-5.45%

Shares4.9K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

0.63%

Shares2.4K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

15.64%

Shares4.8K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

3.51%

Shares7.1K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC

7.23%

Shares3.9K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

4.46%

Shares2.4K

Event2026-06-30

Filed2026-07-27

QUAL

ISHARES TR

-0.06%

Shares7.0K

Event2026-06-30

Filed2026-07-27

IWV

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-27

VTEB

VANGUARD MUN BD FDS

-0.71%

Shares28.3K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

41.55%

Shares3.7K

Event2026-06-30

Filed2026-07-27

SPTM

SPDR SERIES TRUST

-1.80%

Shares14.2K

Event2026-06-30

Filed2026-07-27

BROADCOM INC

5.86%

Shares3.1K

Event2026-06-30

Filed2026-07-27

AMD

ADVANCED MICRO DEVICES INC

12.53%

Shares1.9K

Event2026-06-30

Filed2026-07-27

VPLS

VANGUARD MALVERN FDS

New

Shares14.3K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

17.26%

Shares1.9K

Event2026-06-30

Filed2026-07-27

IDCC

INTERDIGITAL INC

0.69%

Shares3.8K

Event2026-06-30

Filed2026-07-27

UVSP

UNIVEST FINANCIAL CORPORATIO

3.01%

Shares24.3K

Event2026-06-30

Filed2026-07-27

USFR

WISDOMTREE TR

-12.37%

Shares20.9K

Event2026-06-30

Filed2026-07-27

FMB

FIRST TR EXCH TRADED FD III

-4.58%

Shares20.4K

Event2026-06-30

Filed2026-07-27

MTUM

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-27

SCHV

SCHWAB STRATEGIC TR

0.02%

Shares28.9K

Event2026-06-30

Filed2026-07-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-27

SCHD

SCHWAB STRATEGIC TR

0.58%

Shares27.6K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

10.92%

Shares1.7K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

-0.26%

Shares2.6K

Event2026-06-30

Filed2026-07-27

VCRM

VANGUARD MUN BD FDS

-2.62%

Shares11.2K

Event2026-06-30

Filed2026-07-27

SCHX

SCHWAB STRATEGIC TR

-11.49%

Shares28.7K

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC

6.23%

Shares7.5K

Event2026-06-30

Filed2026-07-27

EXXON MOBIL CORP

5.69%

Shares6.2K

Event2026-06-30

Filed2026-07-27

VOT

VANGUARD INDEX FDS

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS

499.87%

Shares9.0K

Event2026-06-30

Filed2026-07-27

ISHARES TR

18.35%

Shares7.5K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-27

MICRON TECHNOLOGY INC

New

Shares640

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION

3.92%

Shares4.4K

Event2026-06-30

Filed2026-07-27

PHILIP MORRIS INTL INC

5.01%

Shares3.8K

Event2026-06-30

Filed2026-07-27

INVESCO EXCH TRADED FD TR II

-20.18%

Shares27.9K

Event2026-06-30

Filed2026-07-27

SPDR SERIES TRUST

9.67%

Shares6.6K

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO

24.16%

Shares478

Event2026-06-30

Filed2026-07-27

FVD

FIRST TR EXCHANGE-TRADED FD

0.04%

Shares11.1K

Event2026-06-30

Filed2026-07-27

IJH

ISHARES TR

10.89%

Shares6.4K

Event2026-06-30

Filed2026-07-27

DIA

STATE STR SPDR DOW JONES IND

0.11%

Shares934

Event2026-06-30

Filed2026-07-27

MCD

MCDONALDS CORP

0.39%

Shares1.8K

Event2026-06-30

Filed2026-07-27

GLW

CORNING INC

5.66%

Shares1.9K

Event2026-06-30

Filed2026-07-27

PGR

PROGRESSIVE CORP

8.23%

Shares2.1K

Event2026-06-30

Filed2026-07-27

ABBVIE INC

13.97%

Shares1.7K

Event2026-06-30

Filed2026-07-27

NETFLIX INC.

2.55%

Shares5.8K

Event2026-06-30

Filed2026-07-27

WTRG

ESSENTIAL UTILS INC

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-27

BLACKSTONE INC

4.15%

Shares3.5K

Event2026-06-30

Filed2026-07-27

HYMB

SPDR SERIES TRUST

-5.81%

Shares16.0K

Event2026-06-30

Filed2026-07-27

VISA INC

70.56%

Shares1.2K

Event2026-06-30

Filed2026-07-27

IBM

INTERNATIONAL BUSINESS MACHS

7.33%

Shares1.4K

Event2026-06-30

Filed2026-07-27

WFC

WELLS FARGO & CO

4.35%

Shares4.7K

Event2026-06-30

Filed2026-07-27

IWR

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-27

RTX CORPORATION

8.03%

Shares2.0K

Event2026-06-30

Filed2026-07-27

SUB

ISHARES TR

-2.12%

Shares3.6K

Event2026-06-30

Filed2026-07-27

UNITEDHEALTH GROUP INC

New

Shares907

Event2026-06-30

Filed2026-07-27

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR

0.00%

Shares996

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD SPECIALIZED FUNDS

0.13%

Shares1.5K

Event2026-06-30

Filed2026-07-27

SDY

SPDR SERIES TRUST

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-27

IJR

ISHARES TR

19.98%

Shares2.3K

Event2026-06-30

Filed2026-07-27

CISCO SYS INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

13.84%

Shares2.3K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC

14.82%

Shares914

Event2026-06-30

Filed2026-07-27

VEA

VANGUARD TAX-MANAGED FDS

-1.12%

Shares4.4K

Event2026-06-30

Filed2026-07-27

TSLL

DIREXION SHARES ETF TRUST

2.44%

Shares21.5K

Event2026-06-30

Filed2026-07-27

OLED

UNIVERSAL DISPLAY CORP

-2.86%

Shares3.4K

Event2026-06-30

Filed2026-07-27

IYE

ISHARES TR

-24.14%

Shares5.2K

Event2026-06-30

Filed2026-07-27

VOOG

VANGUARD ADMIRAL FDS INC

499.83%

Shares3.5K

Event2026-06-30

Filed2026-07-27

ORACLE CORP

16.84%

Shares2.0K

Event2026-06-30

Filed2026-07-27

SPYG

SPDR SERIES TRUST

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-27

IUSG

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-27

SCHF

SCHWAB STRATEGIC TR

1.07%

Shares10.1K

Event2026-06-30

Filed2026-07-27

BHRB

BURKE HERBERT FINL SVCS CORP

New

Shares3.9K

Event2026-06-30

Filed2026-07-27

SCHW

SCHWAB CHARLES CORP

1.43%

Shares3.0K

Event2026-06-30

Filed2026-07-27

GOLDMAN SACHS GROUP INC

New

Shares265

Event2026-06-30

Filed2026-07-27

VCR

VANGUARD WORLD FD

0.00%

Shares660

Event2026-06-30

Filed2026-07-27

AMGN

AMGEN INC

7.48%

Shares704

Event2026-06-30

Filed2026-07-27

ABT

ABBOTT LABORATORIES

18.78%

Shares2.8K

Event2026-06-30

Filed2026-07-27

APPLIED MATLS INC

New

Shares343

Event2026-06-30

Filed2026-07-27

INTC

INTEL CORP

New

Shares1.8K

Event2026-06-30

Filed2026-07-27

ALTRIA GROUP INC

4.61%

Shares3.4K

Event2026-06-30

Filed2026-07-27

BAC

BANK OF AMER CORP

New

Shares4.3K

Event2026-06-30

Filed2026-07-27

COCA COLA CO

8.52%

Shares3.0K

Event2026-06-30

Filed2026-07-27

XLF

SELECT SECTOR SPDR TR

5.44%

Shares4.4K

Event2026-06-30

Filed2026-07-27

BTC

GRAYSCALE BITCOIN MINI TR ET

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-27

UNP

UNION PAC CORP

New

Shares866

Event2026-06-30

Filed2026-07-27

LMT

LOCKHEED MARTIN CORP

3.92%

Shares451

Event2026-06-30

Filed2026-07-27

PEG

PUBLIC SVC ENTERPRISE GROUP

-0.46%

Shares2.8K

Event2026-06-30

Filed2026-07-27

SPYV

SPDR SERIES TRUST

0.05%

Shares3.7K

Event2026-06-30

Filed2026-07-27

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares979

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION

New

Shares234

Event2026-06-30

Filed2026-07-27

ESGU

ISHARES TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-27

IHI

ISHARES TR

-0.57%

Shares4.2K

Event2026-06-30

Filed2026-07-27

PPL CORP

New

Shares5.7K

Event2026-06-30

Filed2026-07-27

AXP

AMERICAN EXPRESS CO

New

Shares597

Event2026-06-30

Filed2026-07-27

ETH

GRAYSCALE ETHEREUM STAKING

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-27

LWLG

LIGHTWAVE LOGIC INC

9.80%

Shares11.2K

Event2026-06-30

Filed2026-07-27

LIEN

CHICAGO ATLANTIC BDC INC

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available