Sponsored

The Analysis of Bill Few Associates, Inc.'s Holdings & P&L

Currently, Bill Few Associates, Inc. holds 225 types of securities in its portfolio with a total value $467.8M. In the most recent quarter, they have increased their positions in JMTG (+79.1K shares, valued at $4.0M), VOO (+3.1K shares, valued at $2.1M), ITOT (+12.0K shares, valued at $2.0M); decreased their positions in JGRW (-48.9K shares, valued at $1.3M), N/A (-4.0K shares, valued at $1.0M), AAPL (-1.9K shares, valued at $550.7K); initiated new positions in ITOT (+12.0K shares, valued at $2.0M), AMD (+860 shares, valued at $499.6K), VNQ (+4.1K shares, valued at $393.1K).

1M P&L

+3.0M+0.80%

3M P&L

+4.2M+1.10%

HY P&L

+9.6M+2.56%

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/A147.0M

37.4%

2Consumer Electronics29.3M

7.5%

3Semiconductors23.1M

5.9%

Top Industries by Stock Count

1N/A77 stocks

38.7%

2Drug Manufacturers - General7 stocks

3.5%

3Banks - Regional7 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JMTG J P MORGAN EXCHANGE TRADED F855.9K shares10.19%2026-06-302026-07-07

AAPL APPLE INC101.3K shares-1.84%2026-06-302026-07-07

NVDA NVIDIA CORPORATION93.5K shares1.65%2026-06-302026-07-07

MSFT MICROSOFT CORP40.4K shares0.45%2026-06-302026-07-07

GOOG ALPHABET INC39.8K shares-0.86%2026-06-302026-07-07

APPLIED MATLS INC APPLIED MATLS INC19.0K shares-2.53%2026-06-302026-07-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO33.6K shares-1.80%2026-06-302026-07-07

ABBVIE INC ABBVIE INC38.6K shares-9.36%2026-06-302026-07-07

Sponsored

TJX TJX COS INC NEW60.2K shares-0.57%2026-06-302026-07-07

VOO VANGUARD INDEX FDS13.1K shares30.40%2026-06-302026-07-07

CGDV CAPITAL GROUP DIVIDEND VALUE155.9K shares2.43%2026-06-302026-07-07

CISCO SYS INC CISCO SYS INC63.5K shares1.20%2026-06-302026-07-07

SPMD SPDR SERIES TRUST107.1K shares2.70%2026-06-302026-07-07

ROK ROCKWELL AUTOMATION INC14.2K shares-1.36%2026-06-302026-07-07

EXXON MOBIL CORP EXXON MOBIL CORP49.4K shares-1.11%2026-06-302026-07-07

ORACLE CORP ORACLE CORP44.4K shares0.56%2026-06-302026-07-07

Sponsored

IBM INTERNATIONAL BUSINESS MACHS19.8K shares6.35%2026-06-302026-07-07

HD HOME DEPOT INC15.5K shares1.39%2026-06-302026-07-07

AXP AMERICAN EXPRESS CO16.2K shares-0.46%2026-06-302026-07-07

VZ VERIZON COMMUNICATIONS INC125.6K shares2.53%2026-06-302026-07-07

BRK.B BERKSHIRE HATHAWAY INC DEL10.6K shares0.30%2026-06-302026-07-07

CGGO CAPITAL GROUP GBL GROWTH EQT124.1K shares8.23%2026-06-302026-07-07

DOMINION ENERGY INC DOMINION ENERGY INC75.7K shares1.61%2026-06-302026-07-07

PG PROCTER & GAMBLE CO34.9K shares1.07%2026-06-302026-07-07

Sponsored

COR CENCORA INC17.5K shares-2.24%2026-06-302026-07-07

CVX CHEVRON CORPORATION29.7K shares-0.15%2026-06-302026-07-07

BX BLACKSTONE INC36.9K shares-0.72%2026-06-302026-07-07

GOOGL ALPHABET INC11.5K shares-2.03%2026-06-302026-07-07

ETN EATON CORP PLC9.6K shares-2.28%2026-06-302026-07-07

MDYG SPDR SERIES TRUST36.3K shares-1.37%2026-06-302026-07-07

ABT ABBOTT LABORATORIES44.4K shares-0.27%2026-06-302026-07-07

PEP PEPSICO INC29.4K shares1.30%2026-06-302026-07-07

Sponsored

USB US BANCORP59.5K shares3.51%2026-06-302026-07-07

SPSM SPDR SERIES TRUST60.5K shares2.97%2026-06-302026-07-07

AMT AMERICAN TOWER CORP21.3K shares1.28%2026-06-302026-07-07

AVY AVERY DENNISON CORP21.4K shares2.49%2026-06-302026-07-07

MDYV SPDR SERIES TRUST35.9K shares1.69%2026-06-302026-07-07

CGGR CAPITAL GROUP GROWTH ETF69.2K shares0.97%2026-06-302026-07-07

CGIE CAPITAL GROUP INTERNATIONAL88.7K shares4.31%2026-06-302026-07-07

UGI UGI CORP NEW91.8K shares-1.44%2026-06-302026-07-07

Sponsored

PNC PNC FINL SVCS GROUP INC12.8K shares-7.09%2026-06-302026-07-07

ADP AUTOMATIC DATA PROCESSING IN13.7K shares2.02%2026-06-302026-07-07

CGXU CAPITAL GROUP INTL FOCUS EQT85.9K shares1.00%2026-06-302026-07-07

JDVI JOHN HANCOCK EXCHANGE TRADED76.3K shares93.90%2026-06-302026-07-07

IDEQ LAZARD ACTIVE ETF TR74.2K shares11.89%2026-06-302026-07-07

JGRO J P MORGAN EXCHANGE TRADED F26.2K shares1.47%2026-06-302026-07-07

DIS DISNEY WALT CO26.8K shares0.10%2026-06-302026-07-07

SBUX STARBUCKS CORP23.9K shares-1.16%2026-06-302026-07-07

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS6.5K shares48.07%2026-06-302026-07-07

JNJ JOHNSON & JOHNSON9.1K shares-0.71%2026-06-302026-07-07

SLYV SPDR SERIES TRUST21.2K shares1.81%2026-06-302026-07-07

AMZN AMAZON COM INC9.5K shares6.48%2026-06-302026-07-07

SYK STRYKER CORPORATION7.1K shares183.57%2026-06-302026-07-07

LLY ELI LILLY & CO1.9K shares-14.03%2026-06-302026-07-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.0K shares-1.11%2026-06-302026-07-07

PFE PFIZER INC91.1K shares-1.01%2026-06-302026-07-07

Sponsored

KHC KRAFT HEINZ CO92.0K shares1.80%2026-06-302026-07-07

SPDW SPDR INDEX SHS FDS40.4K shares-1.02%2026-06-302026-07-07

ITOT ISHARES TR12.0K sharesnew addition2026-06-302026-07-07

WMT WALMART INC16.8K shares2.92%2026-06-302026-07-07

SPYG SPDR SERIES TRUST15.8K shares19.22%2026-06-302026-07-07

JGRW TRUST FOR PROFESSIONAL MANAG69.1K shares-41.43%2026-06-302026-07-07

VEU VANGUARD INTL EQUITY INDEX F22.3K shares42.26%2026-06-302026-07-07

INTC INTEL CORP12.4K shares-11.20%2026-06-302026-07-07

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET38.6K shares14.66%2026-06-302026-07-07

FNB F N B CORP88.2K shares0.88%2026-06-302026-07-07

QQQ INVESCO QQQ TR2.3K shares3.90%2026-06-302026-07-07

CAT CATERPILLAR INC1.5K shares-20.73%2026-06-302026-07-07

MRK MERCK & CO INC12.4K shares-3.38%2026-06-302026-07-07

IWR ISHARES TR14.0K shares0.00%2026-06-302026-07-07

TSM TAIWAN SEMICONDUCTOR MANUFAC3.1K shares0.00%2026-06-302026-07-07

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-07

Sponsored

VISA INC VISA INC4.4K shares-19.41%2026-06-302026-07-07

FIGB FIDELITY MERRIMACK STR TR33.3K shares2.75%2026-06-302026-07-07

MDY STATE STR SPDR S&P MIDCAP 402.0K shares-0.39%2026-06-302026-07-07

TDVG T ROWE PRICE EXCHANGE-TRADED28.5K shares1.35%2026-06-302026-07-07

CGCB CAPITAL GRP FIXED INCM ETF T52.8K shares6.23%2026-06-302026-07-07

SLYG SPDR SERIES TRUST11.4K shares0.84%2026-06-302026-07-07

ISHARES TR ISHARES TR1.7K shares-0.35%2026-06-302026-07-07

RJF RAYMOND JAMES FINL INC8.1K shares-5.82%2026-06-302026-07-07

Sponsored

PM PHILIP MORRIS INTL INC6.6K shares-0.18%2026-06-302026-07-07

FEGE RBB FUND TRUST24.1K shares4.95%2026-06-302026-07-07

DE DEERE & CO1.8K shares-2.40%2026-06-302026-07-07

LRCX LAM RESEARCH CORP2.6K shares-8.74%2026-06-302026-07-07

MCD MCDONALDS CORP4.0K shares-0.85%2026-06-302026-07-07

MO ALTRIA GROUP INC14.5K shares-0.30%2026-06-302026-07-07

VLO VALERO ENERGY CORP4.0K shares-0.27%2026-06-302026-07-07

JAVA J P MORGAN EXCHANGE TRADED F13.1K shares7.79%2026-06-302026-07-07

Sponsored

GE GE AEROSPACE2.8K shares-0.96%2026-06-302026-07-07

IWM ISHARES TR3.4K shares-3.83%2026-06-302026-07-07

MPC MARATHON PETE CORP3.8K shares-2.66%2026-06-302026-07-07

PPG PPG INDS INC8.0K shares-0.07%2026-06-302026-07-07

BK BANK OF NY MELLON CORP6.2K shares-16.78%2026-06-302026-07-07

GEV GE VERNOVA INC749 shares0.67%2026-06-302026-07-07

JPRE J P MORGAN EXCHANGE TRADED F16.9K shares-0.72%2026-06-302026-07-07

WINN HARBOR ETF TRUST25.2K shares1.99%2026-06-302026-07-07

Sponsored

AMGN AMGEN INC2.2K shares-2.59%2026-06-302026-07-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION838 shares0.60%2026-06-302026-07-07

KLAC KLA CORP2.5K shares900.40%2026-06-302026-07-07

WASTE MGMT INC DEL WASTE MGMT INC DEL3.4K shares-2.98%2026-06-302026-07-07

T AT&T INC36.4K shares-1.27%2026-06-302026-07-07

SPYV SPDR SERIES TRUST12.3K shares27.66%2026-06-302026-07-07

TSLA TESLA INC1.8K shares0.80%2026-06-302026-07-07

WAB WABTEC2.7K shares15.47%2026-06-302026-07-07

Sponsored

UNP UNION PAC CORP2.7K shares0.07%2026-06-302026-07-07

JCPI J P MORGAN EXCHANGE TRADED F15.2K shares-2.64%2026-06-302026-07-07

DUK DUKE ENERGY CORP NEW5.7K shares9.91%2026-06-302026-07-07

RTX CORPORATION RTX CORPORATION3.7K shares0.00%2026-06-302026-07-07

BMY BRISTOL-MYERS SQUIBB CO11.9K shares23.31%2026-06-302026-07-07

NUE NUCOR CORP3.0K shares0.10%2026-06-302026-07-07

KMB KIMBERLY-CLARK CORP6.2K shares7.78%2026-06-302026-07-07

META PLATFORMS INC META PLATFORMS INC1.2K shares0.00%2026-06-302026-07-07

Sponsored

3M CO 3M CO4.1K shares11.68%2026-06-302026-07-07

CGMU CAPITAL GRP FIXED INCM ETF T23.8K shares21.97%2026-06-302026-07-07

PANW PALO ALTO NETWORKS INC1.8K shares0.00%2026-06-302026-07-07

SMMD ISHARES TR6.7K shares39.18%2026-06-302026-07-07

GLW CORNING INC2.3K shares-7.91%2026-06-302026-07-07

LMT LOCKHEED MARTIN CORP1.1K shares-0.09%2026-06-302026-07-07

NEXTERA ENERGY INC NEXTERA ENERGY INC6.6K shares0.24%2026-06-302026-07-07

KO COCA COLA CO7.1K shares16.06%2026-06-302026-07-07

Sponsored

CHUBB LIMITED CHUBB LIMITED1.7K shares112.01%2026-06-302026-07-07

IJH ISHARES TR7.4K shares-0.50%2026-06-302026-07-07

SOUTHERN CO SOUTHERN CO5.9K shares20.26%2026-06-302026-07-07

STLD STEEL DYNAMICS INC2.3K shares0.09%2026-06-302026-07-07

FCF FIRST COMWLTH FINL CORP PA26.2K shares3.58%2026-06-302026-07-07

GPC GENUINE PARTS CO4.5K shares0.20%2026-06-302026-07-07

DFAS DIMENSIONAL ETF TRUST6.4K shares-3.12%2026-06-302026-07-07

MMC MARSH & MCLENNAN COS INC3.1K shares0.00%2026-06-302026-07-07

Sponsored

DOV DOVER CORP2.2K shares0.09%2026-06-302026-07-07

AMD ADVANCED MICRO DEVICES INC860 sharesnew addition2026-06-302026-07-07

PPL CORP PPL CORP13.4K shares0.90%2026-06-302026-07-07

FTMH PUTNAM ETF TRUST38.9K shares15.09%2026-06-302026-07-07

MU MICRON TECHNOLOGY INC390 shares-39.53%2026-06-302026-07-07

SCHB SCHWAB STRATEGIC TR15.4K shares0.00%2026-06-302026-07-07

ADM ARCHER DANIELS MIDLAND CO5.8K shares2.15%2026-06-302026-07-07

HWM HOWMET AEROSPACE INC1.6K shares0.00%2026-06-302026-07-07

Sponsored

SHEL SHELL PLC5.6K shares0.77%2026-06-302026-07-07

COP CONOCOPHILLIPS4.2K shares1.07%2026-06-302026-07-07

EQT EQT CORP8.1K shares1.61%2026-06-302026-07-07

FHI FEDERATED HERMES INC7.8K shares14.74%2026-06-302026-07-07

FITB FIFTH THIRD BANCORP7.4K shares0.00%2026-06-302026-07-07

PSLV SPROTT ASSET MANAGEMENT LP22.1K shares0.00%2026-06-302026-07-07

INCM FRANKLIN TEMPLETON ETF TR14.3K shares-20.57%2026-06-302026-07-07

BSMQ INVESCO EXCH TRD SLF IDX FD17.5K shares0.00%2026-06-302026-07-07

Sponsored

GILD GILEAD SCIENCES INC3.2K shares4.95%2026-06-302026-07-07

GD GENERAL DYNAMICS CORP1.2K shares0.09%2026-06-302026-07-07

BSMR INVESCO EXCH TRD SLF IDX FD17.1K shares0.00%2026-06-302026-07-07

NSC NORFOLK SOUTHN CORP1.3K shares0.00%2026-06-302026-07-07

CGBL CAPITAL GROUP CORE BALANCED10.5K shares18.63%2026-06-302026-07-07

CSX CSX CORP8.4K shares0.00%2026-06-302026-07-07

VNQ VANGUARD INDEX FDS4.1K sharesnew addition2026-06-302026-07-07

FDX FEDEX CORP1.2K shares19.18%2026-06-302026-07-07

Sponsored

FLMI FRANKLIN TEMPLETON ETF TR15.3K shares0.00%2026-06-302026-07-07

COHR COHERENT CORP950 shares0.00%2026-06-302026-07-07

BA BOEING CO1.7K shares4.42%2026-06-302026-07-07

SBSI SOUTHSIDE BANCSHARES INC10.4K shares11.46%2026-06-302026-07-07

IWF ISHARES TR2.8K shares300.00%2026-06-302026-07-07

TGT TARGET CORP2.7K shares18.26%2026-06-302026-07-07

FTMU PUTNAM ETF TRUST43.8K shares0.00%2026-06-302026-07-07

LOW LOWES COS INC1.6K shares14.90%2026-06-302026-07-07

Sponsored

ORI OLD REP INTL CORP8.3K shares32.70%2026-06-302026-07-07

NETFLIX INC. NETFLIX INC.4.7K shares-2.07%2026-06-302026-07-07

GLD SPDR GOLD TR907 shares-12.20%2026-06-302026-07-07

PSA PUBLIC STORAGE1.0K shares0.10%2026-06-302026-07-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC795 shares0.13%2026-06-302026-07-07

EVLN MORGAN STANLEY ETF TRUST6.7K shares-1.55%2026-06-302026-07-07

IOO ISHARES TR2.4K shares0.00%2026-06-302026-07-07

WFC WELLS FARGO & CO3.9K shares-10.27%2026-06-302026-07-07

Sponsored

TROW PRICE T ROWE GROUP INC2.8K shares0.57%2026-06-302026-07-07

VTEB VANGUARD MUN BD FDS6.3K shares0.00%2026-06-302026-07-07

C CITIGROUP INC2.3K shares0.22%2026-06-302026-07-07

MMIT NEW YORK LIFE INVTS ACTIVE E13.1K shares0.00%2026-06-302026-07-07

IJR ISHARES TR2.1K shares-0.14%2026-06-302026-07-07

WSBC WESBANCO INC8.1K shares-5.44%2026-06-302026-07-07

BKH BLACK HILLS CORP4.3K shares11.20%2026-06-302026-07-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.7K shares10.20%2026-06-302026-07-07

Sponsored

CSRE COHEN & STEERS ETF TRUST11.1K sharesnew addition2026-06-302026-07-07

BSCS INVESCO EXCH TRD SLF IDX FD15.3K shares0.00%2026-06-302026-07-07

BSSX INVESCO EXCH TRD SLF IDX FD11.9K shares0.00%2026-06-302026-07-07

CAH CARDINAL HEALTH INC1.3K shares0.16%2026-06-302026-07-07

UPS UNITED PARCEL SVCS INC2.8K shares25.85%2026-06-302026-07-07

BSMW INVESCO EXCH TRD SLF IDX FD12.2K shares0.00%2026-06-302026-07-07

SJM SMUCKER J M CO2.7K shares16.99%2026-06-302026-07-07

BSMS INVESCO EXCH TRD SLF IDX FD12.8K shares0.00%2026-06-302026-07-07

Sponsored

BSMT INVESCO EXCH TRD SLF IDX FD13.1K shares0.00%2026-06-302026-07-07

CCI CROWN CASTLE INC4.0K shares0.28%2026-06-302026-07-07

NWN NORTHWEST NAT HLDG CO5.9K shares29.06%2026-06-302026-07-07

BSCU INVESCO EXCH TRD SLF IDX FD17.2K shares0.00%2026-06-302026-07-07

DELL DELL TECHNOLOGIES INC660 sharesnew addition2026-06-302026-07-07

EFA ISHARES TR2.7K shares-1.85%2026-06-302026-07-07

GIS GENERAL MILLS INC8.0K shares8.42%2026-06-302026-07-07

EXC EXELON CORP6.0K shares0.30%2026-06-302026-07-07

Sponsored

VEA VANGUARD TAX-MANAGED FDS3.9K shares0.00%2026-06-302026-07-07

BSCV INVESCO EXCH TRD SLF IDX FD16.6K shares0.00%2026-06-302026-07-07

TMO THERMO FISHER SCIENTIFIC INC518 shares0.97%2026-06-302026-07-07

CPB THE CAMPBELLS COMPANY11.6K shares18.78%2026-06-302026-07-07

TAXF AMERICAN CENTY ETF TR5.0K shares0.00%2026-06-302026-07-07

EMR EMERSON ELEC CO1.8K shares0.06%2026-06-302026-07-07

CEG CONSTELLATION ENERGY CORP1.0K shares-0.10%2026-06-302026-07-07

BSMZ INVESCO EXCH TRD SLF IDX FD9.9K sharesnew addition2026-06-302026-07-07

Sponsored

ASML ASML HLDG NV126 sharesnew addition2026-06-302026-07-07

QCOM QUALCOMM INC1.3K sharesnew addition2026-06-302026-07-07

IVW ISHARES TR1.7K shares-4.34%2026-06-302026-07-07

BCPC BALCHEM CORP1.4K shares0.00%2026-06-302026-07-07

EEM ISHARES TR3.5K sharesnew addition2026-06-302026-07-07

SLV ISHARES SILVER TR4.4K sharesnew addition2026-06-302026-07-07

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR5.2K shares-16.24%2026-06-302026-07-07

OKE ONEOK INC NEW2.7K shares-5.85%2026-06-302026-07-07

Sponsored

BSMY INVESCO EXCH TRD SLF IDX FD9.4K shares0.00%2026-06-302026-07-07

CRM SALESFORCE INC1.5K shares-5.08%2026-06-302026-07-07

BP BP PLC6.1K shares0.00%2026-06-302026-07-07

VYMI VANGUARD WHITEHALL FDS2.3K shares0.00%2026-06-302026-07-07

ED CONSOLIDATED EDISON INC2.0K shares0.20%2026-06-302026-07-07

GS GOLDMAN SACHS GROUP INC219 sharesnew addition2026-06-302026-07-07

AEP AMERICAN ELEC PWR CO INC1.6K sharesnew addition2026-06-302026-07-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED420 shares-1.64%2026-06-302026-07-07

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD11.6K shares0.00%2026-06-302026-07-07

WEC WEC ENERGY GROUP INC1.8K shares0.00%2026-06-302026-07-07

Q QNITY ELECTRONICS INC1.3K sharesnew addition2026-06-302026-07-07

DLN WISDOMTREE TR2.2K sharesnew addition2026-06-302026-07-07

VSDM VANGUARD MUN BD FDS2.7K sharesnew addition2026-06-302026-07-07

BAC BANK OF AMER CORP3.6K sharesnew addition2026-06-302026-07-07

STT STATE STR CORP1.2K sharesnew addition2026-06-302026-07-07

BROADCOM INC BROADCOM INC536 sharesnew addition2026-06-302026-07-07

Sponsored

CAG CONAGRA BRANDS INC11.4K shares3.96%2026-06-302026-07-07

JMTG

J P MORGAN EXCHANGE TRADED F

10.19%

Shares855.9K

Event2026-06-30

Filed2026-07-07

AAPL

APPLE INC

-1.84%

Shares101.3K

Event2026-06-30

Filed2026-07-07

NVDA

NVIDIA CORPORATION

1.65%

Shares93.5K

Event2026-06-30

Filed2026-07-07

MSFT

MICROSOFT CORP

0.45%

Shares40.4K

Event2026-06-30

Filed2026-07-07

GOOG

ALPHABET INC

-0.86%

Shares39.8K

Event2026-06-30

Filed2026-07-07

APPLIED MATLS INC

-2.53%

Shares19.0K

Event2026-06-30

Filed2026-07-07

JPMORGAN CHASE & CO

-1.80%

Shares33.6K

Event2026-06-30

Filed2026-07-07

ABBVIE INC

-9.36%

Shares38.6K

Event2026-06-30

Filed2026-07-07

TJX

TJX COS INC NEW

-0.57%

Shares60.2K

Event2026-06-30

Filed2026-07-07

VOO

VANGUARD INDEX FDS

30.40%

Shares13.1K

Event2026-06-30

Filed2026-07-07

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.43%

Shares155.9K

Event2026-06-30

Filed2026-07-07

CISCO SYS INC

1.20%

Shares63.5K

Event2026-06-30

Filed2026-07-07

SPMD

SPDR SERIES TRUST

2.70%

Shares107.1K

Event2026-06-30

Filed2026-07-07

ROK

ROCKWELL AUTOMATION INC

-1.36%

Shares14.2K

Event2026-06-30

Filed2026-07-07

EXXON MOBIL CORP

-1.11%

Shares49.4K

Event2026-06-30

Filed2026-07-07

ORACLE CORP

0.56%

Shares44.4K

Event2026-06-30

Filed2026-07-07

IBM

INTERNATIONAL BUSINESS MACHS

6.35%

Shares19.8K

Event2026-06-30

Filed2026-07-07

HOME DEPOT INC

1.39%

Shares15.5K

Event2026-06-30

Filed2026-07-07

AXP

AMERICAN EXPRESS CO

-0.46%

Shares16.2K

Event2026-06-30

Filed2026-07-07

VERIZON COMMUNICATIONS INC

2.53%

Shares125.6K

Event2026-06-30

Filed2026-07-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.30%

Shares10.6K

Event2026-06-30

Filed2026-07-07

CGGO

CAPITAL GROUP GBL GROWTH EQT

8.23%

Shares124.1K

Event2026-06-30

Filed2026-07-07

DOMINION ENERGY INC

1.61%

Shares75.7K

Event2026-06-30

Filed2026-07-07

PROCTER & GAMBLE CO

1.07%

Shares34.9K

Event2026-06-30

Filed2026-07-07

COR

CENCORA INC

-2.24%

Shares17.5K

Event2026-06-30

Filed2026-07-07

CVX

CHEVRON CORPORATION

-0.15%

Shares29.7K

Event2026-06-30

Filed2026-07-07

BLACKSTONE INC

-0.72%

Shares36.9K

Event2026-06-30

Filed2026-07-07

GOOGL

ALPHABET INC

-2.03%

Shares11.5K

Event2026-06-30

Filed2026-07-07

ETN

EATON CORP PLC

-2.28%

Shares9.6K

Event2026-06-30

Filed2026-07-07

MDYG

SPDR SERIES TRUST

-1.37%

Shares36.3K

Event2026-06-30

Filed2026-07-07

ABT

ABBOTT LABORATORIES

-0.27%

Shares44.4K

Event2026-06-30

Filed2026-07-07

PEP

PEPSICO INC

1.30%

Shares29.4K

Event2026-06-30

Filed2026-07-07

USB

US BANCORP

3.51%

Shares59.5K

Event2026-06-30

Filed2026-07-07

SPSM

SPDR SERIES TRUST

2.97%

Shares60.5K

Event2026-06-30

Filed2026-07-07

AMT

AMERICAN TOWER CORP

1.28%

Shares21.3K

Event2026-06-30

Filed2026-07-07

AVY

AVERY DENNISON CORP

2.49%

Shares21.4K

Event2026-06-30

Filed2026-07-07

MDYV

SPDR SERIES TRUST

1.69%

Shares35.9K

Event2026-06-30

Filed2026-07-07

CGGR

CAPITAL GROUP GROWTH ETF

0.97%

Shares69.2K

Event2026-06-30

Filed2026-07-07

CGIE

CAPITAL GROUP INTERNATIONAL

4.31%

Shares88.7K

Event2026-06-30

Filed2026-07-07

UGI

UGI CORP NEW

-1.44%

Shares91.8K

Event2026-06-30

Filed2026-07-07

PNC

PNC FINL SVCS GROUP INC

-7.09%

Shares12.8K

Event2026-06-30

Filed2026-07-07

ADP

AUTOMATIC DATA PROCESSING IN

2.02%

Shares13.7K

Event2026-06-30

Filed2026-07-07

CGXU

CAPITAL GROUP INTL FOCUS EQT

1.00%

Shares85.9K

Event2026-06-30

Filed2026-07-07

JDVI

JOHN HANCOCK EXCHANGE TRADED

93.90%

Shares76.3K

Event2026-06-30

Filed2026-07-07

IDEQ

LAZARD ACTIVE ETF TR

11.89%

Shares74.2K

Event2026-06-30

Filed2026-07-07

JGRO

J P MORGAN EXCHANGE TRADED F

1.47%

Shares26.2K

Event2026-06-30

Filed2026-07-07

DIS

DISNEY WALT CO

0.10%

Shares26.8K

Event2026-06-30

Filed2026-07-07

SBUX

STARBUCKS CORP

-1.16%

Shares23.9K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

48.07%

Shares6.5K

Event2026-06-30

Filed2026-07-07

JNJ

JOHNSON & JOHNSON

-0.71%

Shares9.1K

Event2026-06-30

Filed2026-07-07

SLYV

SPDR SERIES TRUST

1.81%

Shares21.2K

Event2026-06-30

Filed2026-07-07

AMZN

AMAZON COM INC

6.48%

Shares9.5K

Event2026-06-30

Filed2026-07-07

SYK

STRYKER CORPORATION

183.57%

Shares7.1K

Event2026-06-30

Filed2026-07-07

LLY

ELI LILLY & CO

-14.03%

Shares1.9K

Event2026-06-30

Filed2026-07-07

STATE STR SPDR S&P 500 ETF T

-1.11%

Shares3.0K

Event2026-06-30

Filed2026-07-07

PFE

PFIZER INC

-1.01%

Shares91.1K

Event2026-06-30

Filed2026-07-07

KHC

KRAFT HEINZ CO

1.80%

Shares92.0K

Event2026-06-30

Filed2026-07-07

SPDW

SPDR INDEX SHS FDS

-1.02%

Shares40.4K

Event2026-06-30

Filed2026-07-07

ITOT

ISHARES TR

New

Shares12.0K

Event2026-06-30

Filed2026-07-07

WMT

WALMART INC

2.92%

Shares16.8K

Event2026-06-30

Filed2026-07-07

SPYG

SPDR SERIES TRUST

19.22%

Shares15.8K

Event2026-06-30

Filed2026-07-07

JGRW

TRUST FOR PROFESSIONAL MANAG

-41.43%

Shares69.1K

Event2026-06-30

Filed2026-07-07

VEU

VANGUARD INTL EQUITY INDEX F

42.26%

Shares22.3K

Event2026-06-30

Filed2026-07-07

INTC

INTEL CORP

-11.20%

Shares12.4K

Event2026-06-30

Filed2026-07-07

CGUS

CAPITAL GROUP CORE EQUITY ET

14.66%

Shares38.6K

Event2026-06-30

Filed2026-07-07

FNB

F N B CORP

0.88%

Shares88.2K

Event2026-06-30

Filed2026-07-07

QQQ

INVESCO QQQ TR

3.90%

Shares2.3K

Event2026-06-30

Filed2026-07-07

CAT

CATERPILLAR INC

-20.73%

Shares1.5K

Event2026-06-30

Filed2026-07-07

MRK

MERCK & CO INC

-3.38%

Shares12.4K

Event2026-06-30

Filed2026-07-07

IWR

ISHARES TR

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-07

VISA INC

-19.41%

Shares4.4K

Event2026-06-30

Filed2026-07-07

FIGB

FIDELITY MERRIMACK STR TR

2.75%

Shares33.3K

Event2026-06-30

Filed2026-07-07

MDY

STATE STR SPDR S&P MIDCAP 40

-0.39%

Shares2.0K

Event2026-06-30

Filed2026-07-07

TDVG

T ROWE PRICE EXCHANGE-TRADED

1.35%

Shares28.5K

Event2026-06-30

Filed2026-07-07

CGCB

CAPITAL GRP FIXED INCM ETF T

6.23%

Shares52.8K

Event2026-06-30

Filed2026-07-07

SLYG

SPDR SERIES TRUST

0.84%

Shares11.4K

Event2026-06-30

Filed2026-07-07

ISHARES TR

-0.35%

Shares1.7K

Event2026-06-30

Filed2026-07-07

RJF

RAYMOND JAMES FINL INC

-5.82%

Shares8.1K

Event2026-06-30

Filed2026-07-07

PHILIP MORRIS INTL INC

-0.18%

Shares6.6K

Event2026-06-30

Filed2026-07-07

FEGE

RBB FUND TRUST

4.95%

Shares24.1K

Event2026-06-30

Filed2026-07-07

DEERE & CO

-2.40%

Shares1.8K

Event2026-06-30

Filed2026-07-07

LRCX

LAM RESEARCH CORP

-8.74%

Shares2.6K

Event2026-06-30

Filed2026-07-07

MCD

MCDONALDS CORP

-0.85%

Shares4.0K

Event2026-06-30

Filed2026-07-07

ALTRIA GROUP INC

-0.30%

Shares14.5K

Event2026-06-30

Filed2026-07-07

VLO

VALERO ENERGY CORP

-0.27%

Shares4.0K

Event2026-06-30

Filed2026-07-07

JAVA

J P MORGAN EXCHANGE TRADED F

7.79%

Shares13.1K

Event2026-06-30

Filed2026-07-07

GE AEROSPACE

-0.96%

Shares2.8K

Event2026-06-30

Filed2026-07-07

IWM

ISHARES TR

-3.83%

Shares3.4K

Event2026-06-30

Filed2026-07-07

MPC

MARATHON PETE CORP

-2.66%

Shares3.8K

Event2026-06-30

Filed2026-07-07

PPG

PPG INDS INC

-0.07%

Shares8.0K

Event2026-06-30

Filed2026-07-07

BANK OF NY MELLON CORP

-16.78%

Shares6.2K

Event2026-06-30

Filed2026-07-07

GEV

GE VERNOVA INC

0.67%

Shares749

Event2026-06-30

Filed2026-07-07

JPRE

J P MORGAN EXCHANGE TRADED F

-0.72%

Shares16.9K

Event2026-06-30

Filed2026-07-07

WINN

HARBOR ETF TRUST

1.99%

Shares25.2K

Event2026-06-30

Filed2026-07-07

AMGN

AMGEN INC

-2.59%

Shares2.2K

Event2026-06-30

Filed2026-07-07

COSTCO WHOLESALE CORPORATION

0.60%

Shares838

Event2026-06-30

Filed2026-07-07

KLAC

KLA CORP

900.40%

Shares2.5K

Event2026-06-30

Filed2026-07-07

WASTE MGMT INC DEL

-2.98%

Shares3.4K

Event2026-06-30

Filed2026-07-07

AT&T INC

-1.27%

Shares36.4K

Event2026-06-30

Filed2026-07-07

SPYV

SPDR SERIES TRUST

27.66%

Shares12.3K

Event2026-06-30

Filed2026-07-07

TSLA

TESLA INC

0.80%

Shares1.8K

Event2026-06-30

Filed2026-07-07

WAB

WABTEC

15.47%

Shares2.7K

Event2026-06-30

Filed2026-07-07

UNP

UNION PAC CORP

0.07%

Shares2.7K

Event2026-06-30

Filed2026-07-07

JCPI

J P MORGAN EXCHANGE TRADED F

-2.64%

Shares15.2K

Event2026-06-30

Filed2026-07-07

DUK

DUKE ENERGY CORP NEW

9.91%

Shares5.7K

Event2026-06-30

Filed2026-07-07

RTX CORPORATION

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-07

BMY

BRISTOL-MYERS SQUIBB CO

23.31%

Shares11.9K

Event2026-06-30

Filed2026-07-07

NUE

NUCOR CORP

0.10%

Shares3.0K

Event2026-06-30

Filed2026-07-07

KMB

KIMBERLY-CLARK CORP

7.78%

Shares6.2K

Event2026-06-30

Filed2026-07-07

META PLATFORMS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-07

3M CO

11.68%

Shares4.1K

Event2026-06-30

Filed2026-07-07

CGMU

CAPITAL GRP FIXED INCM ETF T

21.97%

Shares23.8K

Event2026-06-30

Filed2026-07-07

PANW

PALO ALTO NETWORKS INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-07

SMMD

ISHARES TR

39.18%

Shares6.7K

Event2026-06-30

Filed2026-07-07

GLW

CORNING INC

-7.91%

Shares2.3K

Event2026-06-30

Filed2026-07-07

LMT

LOCKHEED MARTIN CORP

-0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-07

NEXTERA ENERGY INC

0.24%

Shares6.6K

Event2026-06-30

Filed2026-07-07

COCA COLA CO

16.06%

Shares7.1K

Event2026-06-30

Filed2026-07-07

CHUBB LIMITED

112.01%

Shares1.7K

Event2026-06-30

Filed2026-07-07

IJH

ISHARES TR

-0.50%

Shares7.4K

Event2026-06-30

Filed2026-07-07

SOUTHERN CO

20.26%

Shares5.9K

Event2026-06-30

Filed2026-07-07

STLD

STEEL DYNAMICS INC

0.09%

Shares2.3K

Event2026-06-30

Filed2026-07-07

FCF

FIRST COMWLTH FINL CORP PA

3.58%

Shares26.2K

Event2026-06-30

Filed2026-07-07

GPC

GENUINE PARTS CO

0.20%

Shares4.5K

Event2026-06-30

Filed2026-07-07

DFAS

DIMENSIONAL ETF TRUST

-3.12%

Shares6.4K

Event2026-06-30

Filed2026-07-07

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-07

DOV

DOVER CORP

0.09%

Shares2.2K

Event2026-06-30

Filed2026-07-07

AMD

ADVANCED MICRO DEVICES INC

New

Shares860

Event2026-06-30

Filed2026-07-07

PPL CORP

0.90%

Shares13.4K

Event2026-06-30

Filed2026-07-07

FTMH

PUTNAM ETF TRUST

15.09%

Shares38.9K

Event2026-06-30

Filed2026-07-07

MICRON TECHNOLOGY INC

-39.53%

Shares390

Event2026-06-30

Filed2026-07-07

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares15.4K

Event2026-06-30

Filed2026-07-07

ADM

ARCHER DANIELS MIDLAND CO

2.15%

Shares5.8K

Event2026-06-30

Filed2026-07-07

HWM

HOWMET AEROSPACE INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-07

SHEL

SHELL PLC

0.77%

Shares5.6K

Event2026-06-30

Filed2026-07-07

COP

CONOCOPHILLIPS

1.07%

Shares4.2K

Event2026-06-30

Filed2026-07-07

EQT

EQT CORP

1.61%

Shares8.1K

Event2026-06-30

Filed2026-07-07

FHI

FEDERATED HERMES INC

14.74%

Shares7.8K

Event2026-06-30

Filed2026-07-07

FITB

FIFTH THIRD BANCORP

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-07

PSLV

SPROTT ASSET MANAGEMENT LP

0.00%

Shares22.1K

Event2026-06-30

Filed2026-07-07

INCM

FRANKLIN TEMPLETON ETF TR

-20.57%

Shares14.3K

Event2026-06-30

Filed2026-07-07

BSMQ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares17.5K

Event2026-06-30

Filed2026-07-07

GILD

GILEAD SCIENCES INC

4.95%

Shares3.2K

Event2026-06-30

Filed2026-07-07

GENERAL DYNAMICS CORP

0.09%

Shares1.2K

Event2026-06-30

Filed2026-07-07

BSMR

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares17.1K

Event2026-06-30

Filed2026-07-07

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-07

CGBL

CAPITAL GROUP CORE BALANCED

18.63%

Shares10.5K

Event2026-06-30

Filed2026-07-07

CSX

CSX CORP

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-07

VNQ

VANGUARD INDEX FDS

New

Shares4.1K

Event2026-06-30

Filed2026-07-07

FDX

FEDEX CORP

19.18%

Shares1.2K

Event2026-06-30

Filed2026-07-07

FLMI

FRANKLIN TEMPLETON ETF TR

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-07

COHR

COHERENT CORP

0.00%

Shares950

Event2026-06-30

Filed2026-07-07

BOEING CO

4.42%

Shares1.7K

Event2026-06-30

Filed2026-07-07

SBSI

SOUTHSIDE BANCSHARES INC

11.46%

Shares10.4K

Event2026-06-30

Filed2026-07-07

IWF

ISHARES TR

300.00%

Shares2.8K

Event2026-06-30

Filed2026-07-07

TGT

TARGET CORP

18.26%

Shares2.7K

Event2026-06-30

Filed2026-07-07

FTMU

PUTNAM ETF TRUST

0.00%

Shares43.8K

Event2026-06-30

Filed2026-07-07

LOW

LOWES COS INC

14.90%

Shares1.6K

Event2026-06-30

Filed2026-07-07

ORI

OLD REP INTL CORP

32.70%

Shares8.3K

Event2026-06-30

Filed2026-07-07

NETFLIX INC.

-2.07%

Shares4.7K

Event2026-06-30

Filed2026-07-07

GLD

SPDR GOLD TR

-12.20%

Shares907

Event2026-06-30

Filed2026-07-07

PSA

PUBLIC STORAGE

0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-07

UNITEDHEALTH GROUP INC

0.13%

Shares795

Event2026-06-30

Filed2026-07-07

EVLN

MORGAN STANLEY ETF TRUST

-1.55%

Shares6.7K

Event2026-06-30

Filed2026-07-07

IOO

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-07

WFC

WELLS FARGO & CO

-10.27%

Shares3.9K

Event2026-06-30

Filed2026-07-07

TROW

PRICE T ROWE GROUP INC

0.57%

Shares2.8K

Event2026-06-30

Filed2026-07-07

VTEB

VANGUARD MUN BD FDS

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-07

CITIGROUP INC

0.22%

Shares2.3K

Event2026-06-30

Filed2026-07-07

MMIT

NEW YORK LIFE INVTS ACTIVE E

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-07

IJR

ISHARES TR

-0.14%

Shares2.1K

Event2026-06-30

Filed2026-07-07

WSBC

WESBANCO INC

-5.44%

Shares8.1K

Event2026-06-30

Filed2026-07-07

BKH

BLACK HILLS CORP

11.20%

Shares4.3K

Event2026-06-30

Filed2026-07-07

PALANTIR TECHNOLOGIES INC

10.20%

Shares2.7K

Event2026-06-30

Filed2026-07-07

CSRE

COHEN & STEERS ETF TRUST

New

Shares11.1K

Event2026-06-30

Filed2026-07-07

BSCS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-07

BSSX

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares11.9K

Event2026-06-30

Filed2026-07-07

CAH

CARDINAL HEALTH INC

0.16%

Shares1.3K

Event2026-06-30

Filed2026-07-07

UPS

UNITED PARCEL SVCS INC

25.85%

Shares2.8K

Event2026-06-30

Filed2026-07-07

BSMW

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-07

SJM

SMUCKER J M CO

16.99%

Shares2.7K

Event2026-06-30

Filed2026-07-07

BSMS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares12.8K

Event2026-06-30

Filed2026-07-07

BSMT

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-07

CCI

CROWN CASTLE INC

0.28%

Shares4.0K

Event2026-06-30

Filed2026-07-07

NWN

NORTHWEST NAT HLDG CO

29.06%

Shares5.9K

Event2026-06-30

Filed2026-07-07

BSCU

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares17.2K

Event2026-06-30

Filed2026-07-07

DELL

DELL TECHNOLOGIES INC

New

Shares660

Event2026-06-30

Filed2026-07-07

EFA

ISHARES TR

-1.85%

Shares2.7K

Event2026-06-30

Filed2026-07-07

GIS

GENERAL MILLS INC

8.42%

Shares8.0K

Event2026-06-30

Filed2026-07-07

EXC

EXELON CORP

0.30%

Shares6.0K

Event2026-06-30

Filed2026-07-07

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-07

BSCV

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares16.6K

Event2026-06-30

Filed2026-07-07

TMO

THERMO FISHER SCIENTIFIC INC

0.97%

Shares518

Event2026-06-30

Filed2026-07-07

CPB

THE CAMPBELLS COMPANY

18.78%

Shares11.6K

Event2026-06-30

Filed2026-07-07

TAXF

AMERICAN CENTY ETF TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-07

EMR

EMERSON ELEC CO

0.06%

Shares1.8K

Event2026-06-30

Filed2026-07-07

CEG

CONSTELLATION ENERGY CORP

-0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-07

BSMZ

INVESCO EXCH TRD SLF IDX FD

New

Shares9.9K

Event2026-06-30

Filed2026-07-07

ASML

ASML HLDG NV

New

Shares126

Event2026-06-30

Filed2026-07-07

QCOM

QUALCOMM INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-07

IVW

ISHARES TR

-4.34%

Shares1.7K

Event2026-06-30

Filed2026-07-07

BCPC

BALCHEM CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-07

EEM

ISHARES TR

New

Shares3.5K

Event2026-06-30

Filed2026-07-07

SLV

ISHARES SILVER TR

New

Shares4.4K

Event2026-06-30

Filed2026-07-07

SELECT SECTOR SPDR TR

-16.24%

Shares5.2K

Event2026-06-30

Filed2026-07-07

OKE

ONEOK INC NEW

-5.85%

Shares2.7K

Event2026-06-30

Filed2026-07-07

BSMY

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-07

CRM

SALESFORCE INC

-5.08%

Shares1.5K

Event2026-06-30

Filed2026-07-07

BP PLC

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-07

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-07

CONSOLIDATED EDISON INC

0.20%

Shares2.0K

Event2026-06-30

Filed2026-07-07

GOLDMAN SACHS GROUP INC

New

Shares219

Event2026-06-30

Filed2026-07-07

AEP

AMERICAN ELEC PWR CO INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-07

MASTERCARD INCORPORATED

-1.64%

Shares420

Event2026-06-30

Filed2026-07-07

BSCT

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares11.6K

Event2026-06-30

Filed2026-07-07

WEC

WEC ENERGY GROUP INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-07

QNITY ELECTRONICS INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-07

DLN

WISDOMTREE TR

New

Shares2.2K

Event2026-06-30

Filed2026-07-07

VSDM

VANGUARD MUN BD FDS

New

Shares2.7K

Event2026-06-30

Filed2026-07-07

BAC

BANK OF AMER CORP

New

Shares3.6K

Event2026-06-30

Filed2026-07-07

STT

STATE STR CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-07

BROADCOM INC

New

Shares536

Event2026-06-30

Filed2026-07-07

CAG

CONAGRA BRANDS INC

3.96%

Shares11.4K

Event2026-06-30

Filed2026-07-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

QQQ Put PutINVESCO QQQ TR2.5K shares150.00%2026-06-302026-07-07

INTC Put PutINTEL CORP3.0K sharesnew addition2026-06-302026-07-07

QQQ Put

INVESCO QQQ TR

150.00%

Shares2.5K

Event2026-06-30

Filed2026-07-07

INTC Put

INTEL CORP

New

Shares3.0K

Event2026-06-30

Filed2026-07-07