Sponsored

The Analysis of BETO FINANCIAL GROUP, LLC's Holdings & P&L

Currently, BETO FINANCIAL GROUP, LLC holds 154 types of securities in its portfolio with a total value $190.4M. In the most recent quarter, they have increased their positions in CGUS (+235.4K shares, valued at $10.3M), N/A (+81.9K shares, valued at $2.3M), BRTR (+36.4K shares, valued at $1.8M); decreased their positions in JQUA (-32.3K shares, valued at $2.3M), IAGG (-24.2K shares, valued at $1.2M), IVE (-4.9K shares, valued at $1.1M); initiated new positions in N/A (+81.9K shares, valued at $2.3M), MEAR (+26.7K shares, valued at $1.3M), N/A (+20.9K shares, valued at $1.0M).

1M P&L

+452.9K+0.26%

3M P&L

+5.8M+3.49%

HY P&L

+13.2M+8.24%

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/A129.3M

74.6%

2Semiconductors6.7M

3.9%

3Consumer Electronics3.7M

2.1%

Top Industries by Stock Count

1N/A69 stocks

51.5%

2Drug Manufacturers - General4 stocks

3.0%

3Semiconductors4 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGUS CAPITAL GROUP CORE EQUITY ET414.6K shares131.39%2026-06-302026-08-07

IVW ISHARES TR74.7K shares5.31%2026-06-302026-08-07

CGMU CAPITAL GRP FIXED INCM ETF T305.6K shares0.56%2026-06-302026-08-07

CGXU CAPITAL GROUP INTL FOCUS EQT237.0K shares-9.94%2026-06-302026-08-07

DYNF BLACKROCK ETF TRUST91.7K shares31.08%2026-06-302026-08-07

BRTR BLACKROCK ETF TRUST II108.3K shares50.75%2026-06-302026-08-07

IEMG ISHARES INC65.7K shares1.28%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC5.6K shares-5.61%2026-06-302026-08-07

Sponsored

IVE ISHARES TR18.1K shares-21.26%2026-06-302026-08-07

FBND FIDELITY MERRIMACK STR TR82.6K shares10.43%2026-06-302026-08-07

AAPL APPLE INC11.4K shares2.44%2026-06-302026-08-07

JCPB J P MORGAN EXCHANGE TRADED F73.9K shares-21.46%2026-06-302026-08-07

BAI BLACKROCK ETF TRUST73.7K shares7.02%2026-06-302026-08-07

IJH ISHARES TR37.1K shares-18.98%2026-06-302026-08-07

VYM VANGUARD WHITEHALL FDS17.4K shares10.08%2026-06-302026-08-07

PPA INVESCO EXCHANGE TRADED FD T15.7K shares43.23%2026-06-302026-08-07

Sponsored

BINC BLACKROCK ETF TRUST II48.5K shares36.94%2026-06-302026-08-07

BLACKROCK ETF TRUST BLACKROCK ETF TRUST81.9K sharesnew addition2026-06-302026-08-07

BLCR BLACKROCK ETF TRUST47.6K shares25.93%2026-06-302026-08-07

SPMO INVESCO EXCH TRADED FD TR II15.9K shares-12.21%2026-06-302026-08-07

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-06-302026-08-07

THRO BLACKROCK ETF TRUST51.8K shares-12.13%2026-06-302026-08-07

MSFT MICROSOFT CORP5.0K shares0.97%2026-06-302026-08-07

FNDF SCHWAB STRATEGIC TR36.9K shares-2.82%2026-06-302026-08-07

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II76.6K shares134.18%2026-06-302026-08-07

ISHARES TR ISHARES TR2.4K shares-6.06%2026-06-302026-08-07

GLD SPDR GOLD TR4.7K shares2.32%2026-06-302026-08-07

RYI RYERSON HLDG CORP58.9K shares-20.30%2026-06-302026-08-07

BALI BLACKROCK ETF TRUST49.9K shares10.75%2026-06-302026-08-07

APPLIED MATLS INC APPLIED MATLS INC3.2K shares0.09%2026-06-302026-08-07

HELO J P MORGAN EXCHANGE TRADED F24.4K shares-28.20%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC13.0K shares0.32%2026-06-302026-08-07

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL2.9K shares1.56%2026-06-302026-08-07

ADP AUTOMATIC DATA PROCESSING IN5.3K shares-2.36%2026-06-302026-08-07

GOOGL ALPHABET INC3.8K shares2.55%2026-06-302026-08-07

MEAR ISHARES U S ETF TR26.7K sharesnew addition2026-06-302026-08-07

ITW ILLINOIS TOOL WKS INC4.5K shares-2.95%2026-06-302026-08-07

BSJQ INVESCO EXCH TRD SLF IDX FD52.6K shares-26.12%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON4.8K shares-0.04%2026-06-302026-08-07

VGIT VANGUARD SCOTTSDALE FDS20.3K shares47.17%2026-06-302026-08-07

Sponsored

FLMI FRANKLIN TEMPLETON ETF TR44.8K shares5.34%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.1K shares-1.45%2026-06-302026-08-07

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II20.9K sharesnew addition2026-06-302026-08-07

SGOV ISHARES TR10.1K shares-37.28%2026-06-302026-08-07

IYR ISHARES TR9.4K shares-29.67%2026-06-302026-08-07

NVDA NVIDIA CORPORATION4.9K shares10.64%2026-06-302026-08-07

FXL FIRST TR EXCHANGE-TRADED FD5.0K shares-23.45%2026-06-302026-08-07

AMZN AMAZON COM INC3.8K shares2.64%2026-06-302026-08-07

Sponsored

MCD MCDONALDS CORP3.5K shares122.54%2026-06-302026-08-07

TLT ISHARES TR11.0K shares31.25%2026-06-302026-08-07

WELL WELLTOWER INC3.7K shares0.73%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION977 shares-3.65%2026-06-302026-08-07

INMU BLACKROCK ETF TRUST II37.9K shares52.60%2026-06-302026-08-07

HDV ISHARES TR31.2K shares-0.53%2026-06-302026-08-07

SDFI AB ACTIVE ETFS INC24.4K shares-28.66%2026-06-302026-08-07

HYFI AB ACTIVE ETFS INC23.0K shares15.91%2026-06-302026-08-07

Sponsored

IAGG ISHARES TR16.5K shares-59.41%2026-06-302026-08-07

TJX TJX COS INC NEW5.3K shares-1.24%2026-06-302026-08-07

GBIL GOLDMAN SACHS ETF TR8.2K shares17.29%2026-06-302026-08-07

MUB ISHARES TR7.5K shares13.62%2026-06-302026-08-07

IBMP ISHARES TR30.9K sharesnew addition2026-06-302026-08-07

IDA IDACORP INC5.2K shares0.06%2026-06-302026-08-07

AMGN AMGEN INC2.1K shares0.19%2026-06-302026-08-07

CLOA BLACKROCK ETF TRUST II14.4K sharesnew addition2026-06-302026-08-07

Sponsored

CVX CHEVRON CORPORATION3.8K shares-1.98%2026-06-302026-08-07

MRK MERCK & CO INC5.6K shares0.50%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP4.7K shares0.32%2026-06-302026-08-07

SHYM BLACKROCK ETF TRUST II31.0K shares18.14%2026-06-302026-08-07

BA BOEING CO3.3K shares0.31%2026-06-302026-08-07

INTC INTEL CORP6.8K shares1.18%2026-06-302026-08-07

FMC FMC CORP55.4K sharesnew addition2026-06-302026-08-07

PG PROCTER & GAMBLE CO4.1K shares-10.19%2026-06-302026-08-07

Sponsored

JQUA J P MORGAN EXCHANGE TRADED F8.5K shares-79.12%2026-06-302026-08-07

PSX PHILLIPS 662.9K shares0.41%2026-06-302026-08-07

VISA INC VISA INC1.7K shares2.33%2026-06-302026-08-07

ABT ABBOTT LABORATORIES5.9K shares-0.62%2026-06-302026-08-07

ORACLE CORP ORACLE CORP4.8K shares-0.92%2026-06-302026-08-07

JSI JANUS DETROIT STR TR11.0K shares41.32%2026-06-302026-08-07

IBMQ ISHARES TR21.9K sharesnew addition2026-06-302026-08-07

ATO ATMOS ENERGY CORP3.1K shares0.22%2026-06-302026-08-07

Sponsored

BILT BLACKROCK ETF TRUST19.5K sharesnew addition2026-06-302026-08-07

CAT CATERPILLAR INC634 shares1.60%2026-06-302026-08-07

PANW PALO ALTO NETWORKS INC1.5K shares2.18%2026-06-302026-08-07

EPD ENTERPRISE PRODS PARTNERS L13.6K shares0.00%2026-06-302026-08-07

FTXL FIRST TR EXCHANGE TRADED FD2.3K shares-22.20%2026-06-302026-08-07

ABBVIE INC ABBVIE INC2.0K shares2.55%2026-06-302026-08-07

EMR EMERSON ELEC CO3.5K shares0.45%2026-06-302026-08-07

ICLO INVESCO ACTIVELY MANAGED EXC18.5K shares5.37%2026-06-302026-08-07

Sponsored

QTEC FIRST TR EXCHANGE-TRADED FD1.5K shares92.49%2026-06-302026-08-07

TSLA TESLA INC1.3K shares4.16%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC706 shares5.53%2026-06-302026-08-07

XEL XCEL ENERGY INC5.8K shares-4.83%2026-06-302026-08-07

WMT WALMART INC4.0K shares1.89%2026-06-302026-08-07

EFV ISHARES TR5.6K shares84.89%2026-06-302026-08-07

AAON AAON INC4.2K shares0.00%2026-06-302026-08-07

BANDWIDTH INC BANDWIDTH INC6.2K shares0.00%2026-06-302026-08-07

Sponsored

ORI OLD REP INTL CORP10.1K shares0.81%2026-06-302026-08-07

AFL AFLAC INC3.4K shares0.15%2026-06-302026-08-07

KO COCA COLA CO5.2K shares-2.60%2026-06-302026-08-07

CGDV CAPITAL GROUP DIVIDEND VALUE8.5K shares-3.02%2026-06-302026-08-07

EMLC VANECK ETF TRUST16.2K shares8.37%2026-06-302026-08-07

GOOG ALPHABET INC1.2K shares3.76%2026-06-302026-08-07

LOW LOWES COS INC1.9K shares-0.48%2026-06-302026-08-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC883 shares3.03%2026-06-302026-08-07

Sponsored

PEP PEPSICO INC2.7K shares-0.87%2026-06-302026-08-07

FXN FIRST TR EXCHANGE-TRADED FD16.9K sharesnew addition2026-06-302026-08-07

CMI CUMMINS INC563 shares0.18%2026-06-302026-08-07

GRMN GARMIN LTD1.4K shares0.00%2026-06-302026-08-07

SUB ISHARES TR3.3K sharesnew addition2026-06-302026-08-07

FTXO FIRST TR EXCHANGE TRADED FD8.1K shares0.00%2026-06-302026-08-07

ARES CAPITAL CORP ARES CAPITAL CORP17.8K shares0.00%2026-06-302026-08-07

NSC NORFOLK SOUTHN CORP987 shares1.33%2026-06-302026-08-07

Sponsored

BROADCOM INC BROADCOM INC866 shares8.93%2026-06-302026-08-07

SYSB ISHARES TR3.6K shares25.94%2026-06-302026-08-07

FDN FIRST TR EXCHANGE-TRADED FD1.2K shares-49.57%2026-06-302026-08-07

RHI ROBERT HALF INC.7.4K sharesnew addition2026-06-302026-08-07

BSCQ INVESCO EXCH TRD SLF IDX FD15.8K shares-9.66%2026-06-302026-08-07

AEE AMEREN CORP2.8K shares0.00%2026-06-302026-08-07

NNN NNN REIT INC6.2K shares0.00%2026-06-302026-08-07

BLK BLACKROCK INC288 shares-3.36%2026-06-302026-08-07

Sponsored

AMT AMERICAN TOWER CORP1.8K shares-1.94%2026-06-302026-08-07

FXR FIRST TR EXCHANGE-TRADED FD3.4K shares0.00%2026-06-302026-08-07

RY ROYAL BK CDA1.4K shares0.36%2026-06-302026-08-07

BSCR INVESCO EXCH TRD SLF IDX FD15.0K shares-3.34%2026-06-302026-08-07

ALL ALLSTATE CORP1.2K shares3.86%2026-06-302026-08-07

SBUX STARBUCKS CORP2.7K shares1.43%2026-06-302026-08-07

PM PHILIP MORRIS INTL INC1.5K shares0.55%2026-06-302026-08-07

EUFN ISHARES TR7.1K shares4.23%2026-06-302026-08-07

Sponsored

COP CONOCOPHILLIPS2.4K shares1.08%2026-06-302026-08-07

FBT FIRST TR EXCHANGE-TRADED FD1.1K shares0.00%2026-06-302026-08-07

PBTP INVESCO EXCH TRADED FD TR II10.7K sharesnew addition2026-06-302026-08-07

ASML ASML HLDG NV157 shares0.64%2026-06-302026-08-07

BMO BANK MONTREAL MEDIUM1.5K shares0.26%2026-06-302026-08-07

FTXH FIRST TR EXCHANGE TRADED FD6.8K shares0.00%2026-06-302026-08-07

FXU FIRST TR EXCHANGE-TRADED FD5.2K shares0.00%2026-06-302026-08-07

MSI MOTOROLA SOLUTIONS INC620 shares-0.32%2026-06-302026-08-07

Sponsored

EUHY ISHARES INC4.7K shares6.62%2026-06-302026-08-07

MS MORGAN STANLEY1.2K shares3.40%2026-06-302026-08-07

UNP UNION PAC CORP843 shares-1.17%2026-06-302026-08-07

WFC WELLS FARGO & CO2.9K shares3.67%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T329 shares1.23%2026-06-302026-08-07

APD AIR PRODUCTS AND CHEMICALS I823 shares0.86%2026-06-302026-08-07

FIW FIRST TR EXCHANGE-TRADED FD2.3K shares0.00%2026-06-302026-08-07

SYK STRYKER CORPORATION761 shares-3.55%2026-06-302026-08-07

Sponsored

FAN FIRST TR EXCHANGE-TRADED FD9.8K shares0.00%2026-06-302026-08-07

QCOM QUALCOMM INC1.4K shares2.07%2026-06-302026-08-07

FXZ FIRST TR EXCHANGE-TRADED FD3.1K shares0.00%2026-06-302026-08-07

RTX CORPORATION RTX CORPORATION1.2K shares1.63%2026-06-302026-08-07

GWW WW GRAINGER INC167 shares0.00%2026-06-302026-08-07

CHUBB LIMITED CHUBB LIMITED647 shares-2.56%2026-06-302026-08-07

QCLN FIRST TR EXCHANGE-TRADED FD4.4K shares-3.67%2026-06-302026-08-07

VOD VODAFONE GROUP PLC13.8K shares2.63%2026-06-302026-08-07

Sponsored

LLY ELI LILLY & CO177 sharesnew addition2026-06-302026-08-07

LUMN LUMEN TECHNOLOGIES INC16.5K shares0.00%2026-06-302026-08-07

CGUS

CAPITAL GROUP CORE EQUITY ET

131.39%

Shares414.6K

Event2026-06-30

Filed2026-08-07

IVW

ISHARES TR

5.31%

Shares74.7K

Event2026-06-30

Filed2026-08-07

CGMU

CAPITAL GRP FIXED INCM ETF T

0.56%

Shares305.6K

Event2026-06-30

Filed2026-08-07

CGXU

CAPITAL GROUP INTL FOCUS EQT

-9.94%

Shares237.0K

Event2026-06-30

Filed2026-08-07

DYNF

BLACKROCK ETF TRUST

31.08%

Shares91.7K

Event2026-06-30

Filed2026-08-07

BRTR

BLACKROCK ETF TRUST II

50.75%

Shares108.3K

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES INC

1.28%

Shares65.7K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

-5.61%

Shares5.6K

Event2026-06-30

Filed2026-08-07

IVE

ISHARES TR

-21.26%

Shares18.1K

Event2026-06-30

Filed2026-08-07

FBND

FIDELITY MERRIMACK STR TR

10.43%

Shares82.6K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

2.44%

Shares11.4K

Event2026-06-30

Filed2026-08-07

JCPB

J P MORGAN EXCHANGE TRADED F

-21.46%

Shares73.9K

Event2026-06-30

Filed2026-08-07

BAI

BLACKROCK ETF TRUST

7.02%

Shares73.7K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

-18.98%

Shares37.1K

Event2026-06-30

Filed2026-08-07

VYM

VANGUARD WHITEHALL FDS

10.08%

Shares17.4K

Event2026-06-30

Filed2026-08-07

PPA

INVESCO EXCHANGE TRADED FD T

43.23%

Shares15.7K

Event2026-06-30

Filed2026-08-07

BINC

BLACKROCK ETF TRUST II

36.94%

Shares48.5K

Event2026-06-30

Filed2026-08-07

BLACKROCK ETF TRUST

New

Shares81.9K

Event2026-06-30

Filed2026-08-07

BLCR

BLACKROCK ETF TRUST

25.93%

Shares47.6K

Event2026-06-30

Filed2026-08-07

SPMO

INVESCO EXCH TRADED FD TR II

-12.21%

Shares15.9K

Event2026-06-30

Filed2026-08-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-06-30

Filed2026-08-07

THRO

BLACKROCK ETF TRUST

-12.13%

Shares51.8K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

0.97%

Shares5.0K

Event2026-06-30

Filed2026-08-07

FNDF

SCHWAB STRATEGIC TR

-2.82%

Shares36.9K

Event2026-06-30

Filed2026-08-07

INVESCO EXCH TRADED FD TR II

134.18%

Shares76.6K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-6.06%

Shares2.4K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

2.32%

Shares4.7K

Event2026-06-30

Filed2026-08-07

RYI

RYERSON HLDG CORP

-20.30%

Shares58.9K

Event2026-06-30

Filed2026-08-07

BALI

BLACKROCK ETF TRUST

10.75%

Shares49.9K

Event2026-06-30

Filed2026-08-07

APPLIED MATLS INC

0.09%

Shares3.2K

Event2026-06-30

Filed2026-08-07

HELO

J P MORGAN EXCHANGE TRADED F

-28.20%

Shares24.4K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

0.32%

Shares13.0K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.56%

Shares2.9K

Event2026-06-30

Filed2026-08-07

ADP

AUTOMATIC DATA PROCESSING IN

-2.36%

Shares5.3K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

2.55%

Shares3.8K

Event2026-06-30

Filed2026-08-07

MEAR

ISHARES U S ETF TR

New

Shares26.7K

Event2026-06-30

Filed2026-08-07

ITW

ILLINOIS TOOL WKS INC

-2.95%

Shares4.5K

Event2026-06-30

Filed2026-08-07

BSJQ

INVESCO EXCH TRD SLF IDX FD

-26.12%

Shares52.6K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

-0.04%

Shares4.8K

Event2026-06-30

Filed2026-08-07

VGIT

VANGUARD SCOTTSDALE FDS

47.17%

Shares20.3K

Event2026-06-30

Filed2026-08-07

FLMI

FRANKLIN TEMPLETON ETF TR

5.34%

Shares44.8K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

-1.45%

Shares3.1K

Event2026-06-30

Filed2026-08-07

BLACKROCK ETF TRUST II

New

Shares20.9K

Event2026-06-30

Filed2026-08-07

SGOV

ISHARES TR

-37.28%

Shares10.1K

Event2026-06-30

Filed2026-08-07

IYR

ISHARES TR

-29.67%

Shares9.4K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

10.64%

Shares4.9K

Event2026-06-30

Filed2026-08-07

FXL

FIRST TR EXCHANGE-TRADED FD

-23.45%

Shares5.0K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

2.64%

Shares3.8K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

122.54%

Shares3.5K

Event2026-06-30

Filed2026-08-07

TLT

ISHARES TR

31.25%

Shares11.0K

Event2026-06-30

Filed2026-08-07

WELL

WELLTOWER INC

0.73%

Shares3.7K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

-3.65%

Shares977

Event2026-06-30

Filed2026-08-07

INMU

BLACKROCK ETF TRUST II

52.60%

Shares37.9K

Event2026-06-30

Filed2026-08-07

HDV

ISHARES TR

-0.53%

Shares31.2K

Event2026-06-30

Filed2026-08-07

SDFI

AB ACTIVE ETFS INC

-28.66%

Shares24.4K

Event2026-06-30

Filed2026-08-07

HYFI

AB ACTIVE ETFS INC

15.91%

Shares23.0K

Event2026-06-30

Filed2026-08-07

IAGG

ISHARES TR

-59.41%

Shares16.5K

Event2026-06-30

Filed2026-08-07

TJX

TJX COS INC NEW

-1.24%

Shares5.3K

Event2026-06-30

Filed2026-08-07

GBIL

GOLDMAN SACHS ETF TR

17.29%

Shares8.2K

Event2026-06-30

Filed2026-08-07

MUB

ISHARES TR

13.62%

Shares7.5K

Event2026-06-30

Filed2026-08-07

IBMP

ISHARES TR

New

Shares30.9K

Event2026-06-30

Filed2026-08-07

IDA

IDACORP INC

0.06%

Shares5.2K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

0.19%

Shares2.1K

Event2026-06-30

Filed2026-08-07

CLOA

BLACKROCK ETF TRUST II

New

Shares14.4K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

-1.98%

Shares3.8K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

0.50%

Shares5.6K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

0.32%

Shares4.7K

Event2026-06-30

Filed2026-08-07

SHYM

BLACKROCK ETF TRUST II

18.14%

Shares31.0K

Event2026-06-30

Filed2026-08-07

BOEING CO

0.31%

Shares3.3K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

1.18%

Shares6.8K

Event2026-06-30

Filed2026-08-07

FMC

FMC CORP

New

Shares55.4K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

-10.19%

Shares4.1K

Event2026-06-30

Filed2026-08-07

JQUA

J P MORGAN EXCHANGE TRADED F

-79.12%

Shares8.5K

Event2026-06-30

Filed2026-08-07

PSX

PHILLIPS 66

0.41%

Shares2.9K

Event2026-06-30

Filed2026-08-07

VISA INC

2.33%

Shares1.7K

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABORATORIES

-0.62%

Shares5.9K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

-0.92%

Shares4.8K

Event2026-06-30

Filed2026-08-07

JSI

JANUS DETROIT STR TR

41.32%

Shares11.0K

Event2026-06-30

Filed2026-08-07

IBMQ

ISHARES TR

New

Shares21.9K

Event2026-06-30

Filed2026-08-07

ATO

ATMOS ENERGY CORP

0.22%

Shares3.1K

Event2026-06-30

Filed2026-08-07

BILT

BLACKROCK ETF TRUST

New

Shares19.5K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

1.60%

Shares634

Event2026-06-30

Filed2026-08-07

PANW

PALO ALTO NETWORKS INC

2.18%

Shares1.5K

Event2026-06-30

Filed2026-08-07

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares13.6K

Event2026-06-30

Filed2026-08-07

FTXL

FIRST TR EXCHANGE TRADED FD

-22.20%

Shares2.3K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

2.55%

Shares2.0K

Event2026-06-30

Filed2026-08-07

EMR

EMERSON ELEC CO

0.45%

Shares3.5K

Event2026-06-30

Filed2026-08-07

ICLO

INVESCO ACTIVELY MANAGED EXC

5.37%

Shares18.5K

Event2026-06-30

Filed2026-08-07

QTEC

FIRST TR EXCHANGE-TRADED FD

92.49%

Shares1.5K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

4.16%

Shares1.3K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

5.53%

Shares706

Event2026-06-30

Filed2026-08-07

XEL

XCEL ENERGY INC

-4.83%

Shares5.8K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

1.89%

Shares4.0K

Event2026-06-30

Filed2026-08-07

EFV

ISHARES TR

84.89%

Shares5.6K

Event2026-06-30

Filed2026-08-07

AAON

AAON INC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-07

BANDWIDTH INC

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-07

ORI

OLD REP INTL CORP

0.81%

Shares10.1K

Event2026-06-30

Filed2026-08-07

AFL

AFLAC INC

0.15%

Shares3.4K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

-2.60%

Shares5.2K

Event2026-06-30

Filed2026-08-07

CGDV

CAPITAL GROUP DIVIDEND VALUE

-3.02%

Shares8.5K

Event2026-06-30

Filed2026-08-07

EMLC

VANECK ETF TRUST

8.37%

Shares16.2K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

3.76%

Shares1.2K

Event2026-06-30

Filed2026-08-07

LOW

LOWES COS INC

-0.48%

Shares1.9K

Event2026-06-30

Filed2026-08-07

UNITEDHEALTH GROUP INC

3.03%

Shares883

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

-0.87%

Shares2.7K

Event2026-06-30

Filed2026-08-07

FXN

FIRST TR EXCHANGE-TRADED FD

New

Shares16.9K

Event2026-06-30

Filed2026-08-07

CMI

CUMMINS INC

0.18%

Shares563

Event2026-06-30

Filed2026-08-07

GRMN

GARMIN LTD

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-07

SUB

ISHARES TR

New

Shares3.3K

Event2026-06-30

Filed2026-08-07

FTXO

FIRST TR EXCHANGE TRADED FD

0.00%

Shares8.1K

Event2026-06-30

Filed2026-08-07

ARES CAPITAL CORP

0.00%

Shares17.8K

Event2026-06-30

Filed2026-08-07

NSC

NORFOLK SOUTHN CORP

1.33%

Shares987

Event2026-06-30

Filed2026-08-07

BROADCOM INC

8.93%

Shares866

Event2026-06-30

Filed2026-08-07

SYSB

ISHARES TR

25.94%

Shares3.6K

Event2026-06-30

Filed2026-08-07

FDN

FIRST TR EXCHANGE-TRADED FD

-49.57%

Shares1.2K

Event2026-06-30

Filed2026-08-07

RHI

ROBERT HALF INC.

New

Shares7.4K

Event2026-06-30

Filed2026-08-07

BSCQ

INVESCO EXCH TRD SLF IDX FD

-9.66%

Shares15.8K

Event2026-06-30

Filed2026-08-07

AEE

AMEREN CORP

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-07

NNN

NNN REIT INC

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-07

BLK

BLACKROCK INC

-3.36%

Shares288

Event2026-06-30

Filed2026-08-07

AMT

AMERICAN TOWER CORP

-1.94%

Shares1.8K

Event2026-06-30

Filed2026-08-07

FXR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-07

ROYAL BK CDA

0.36%

Shares1.4K

Event2026-06-30

Filed2026-08-07

BSCR

INVESCO EXCH TRD SLF IDX FD

-3.34%

Shares15.0K

Event2026-06-30

Filed2026-08-07

ALL

ALLSTATE CORP

3.86%

Shares1.2K

Event2026-06-30

Filed2026-08-07

SBUX

STARBUCKS CORP

1.43%

Shares2.7K

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS INTL INC

0.55%

Shares1.5K

Event2026-06-30

Filed2026-08-07

EUFN

ISHARES TR

4.23%

Shares7.1K

Event2026-06-30

Filed2026-08-07

COP

CONOCOPHILLIPS

1.08%

Shares2.4K

Event2026-06-30

Filed2026-08-07

FBT

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

PBTP

INVESCO EXCH TRADED FD TR II

New

Shares10.7K

Event2026-06-30

Filed2026-08-07

ASML

ASML HLDG NV

0.64%

Shares157

Event2026-06-30

Filed2026-08-07

BMO

BANK MONTREAL MEDIUM

0.26%

Shares1.5K

Event2026-06-30

Filed2026-08-07

FTXH

FIRST TR EXCHANGE TRADED FD

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-07

FXU

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-07

MSI

MOTOROLA SOLUTIONS INC

-0.32%

Shares620

Event2026-06-30

Filed2026-08-07

EUHY

ISHARES INC

6.62%

Shares4.7K

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

3.40%

Shares1.2K

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

-1.17%

Shares843

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

3.67%

Shares2.9K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

1.23%

Shares329

Event2026-06-30

Filed2026-08-07

APD

AIR PRODUCTS AND CHEMICALS I

0.86%

Shares823

Event2026-06-30

Filed2026-08-07

FIW

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-07

SYK

STRYKER CORPORATION

-3.55%

Shares761

Event2026-06-30

Filed2026-08-07

FAN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares9.8K

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

2.07%

Shares1.4K

Event2026-06-30

Filed2026-08-07

FXZ

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-07

RTX CORPORATION

1.63%

Shares1.2K

Event2026-06-30

Filed2026-08-07

GWW

WW GRAINGER INC

0.00%

Shares167

Event2026-06-30

Filed2026-08-07

CHUBB LIMITED

-2.56%

Shares647

Event2026-06-30

Filed2026-08-07

QCLN

FIRST TR EXCHANGE-TRADED FD

-3.67%

Shares4.4K

Event2026-06-30

Filed2026-08-07

VOD

VODAFONE GROUP PLC

2.63%

Shares13.8K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

New

Shares177

Event2026-06-30

Filed2026-08-07

LUMN

LUMEN TECHNOLOGIES INC

0.00%

Shares16.5K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available