Sponsored

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

Currently, BKM Wealth Management, LLC holds 148 types of securities in its portfolio with a total value $282.4M. In the most recent quarter, they have increased their positions in VO (+55.3K shares, valued at $4.5M), VUG (+25.2K shares, valued at $2.2M), PANW (+3.6K shares, valued at $1.2M); decreased their positions in VEA (-22.3K shares, valued at $1.6M), ABT (-17.4K shares, valued at $1.6M), VTV (-6.1K shares, valued at $1.3M); initiated new positions in PANW (+3.6K shares, valued at $1.2M), WST (+2.9K shares, valued at $1.1M), CEG (+4.2K shares, valued at $1.1M).

1M P&L

+1.3M+0.55%

3M P&L

+12.0M+5.19%

HY P&L

-4.8M-1.94%

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/A138.1M

55.8%

2Consumer Electronics13.7M

5.5%

3Software - Infrastructure10.7M

4.3%

Top Industries by Stock Count

1N/A53 stocks

42.1%

2Drug Manufacturers - General6 stocks

4.8%

3Utilities - Regulated Electric6 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVE ISHARES TR61.7K shares-5.45%2026-06-302026-07-29

AAPL APPLE INC45.4K shares-2.08%2026-06-302026-07-29

VEA VANGUARD TAX-MANAGED FDS181.1K shares-10.98%2026-06-302026-07-29

IVW ISHARES TR86.5K shares-7.06%2026-06-302026-07-29

DEUS DBX ETF TR164.4K shares-4.85%2026-06-302026-07-29

MSFT MICROSOFT CORP25.3K shares3.97%2026-06-302026-07-29

BROADCOM INC BROADCOM INC19.3K shares-3.71%2026-06-302026-07-29

GOOGL ALPHABET INC20.1K shares1.47%2026-06-302026-07-29

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO21.0K shares7.74%2026-06-302026-07-29

VO VANGUARD INDEX FDS74.7K shares285.61%2026-06-302026-07-29

IJJ ISHARES TR39.4K shares-5.68%2026-06-302026-07-29

ADI ANALOG DEVICES INC12.8K shares-2.51%2026-06-302026-07-29

IJS ISHARES TR37.0K shares-6.33%2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F80.6K shares-8.77%2026-06-302026-07-29

QQQM INVESCO EXCH TRADED FD TR II15.8K shares-1.30%2026-06-302026-07-29

IJK ISHARES TR39.9K shares-7.39%2026-06-302026-07-29

Sponsored

DGS WISDOMTREE TR72.4K shares-8.58%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON16.5K shares27.16%2026-06-302026-07-29

IJT ISHARES TR21.6K shares-7.16%2026-06-302026-07-29

GE GE AEROSPACE9.9K shares-0.68%2026-06-302026-07-29

SDCI USCF ETF TR139.2K shares-19.65%2026-06-302026-07-29

BLK BLACKROCK INC3.7K shares-4.63%2026-06-302026-07-29

VTV VANGUARD INDEX FDS15.8K shares-27.82%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC28.6K shares9.91%2026-06-302026-07-29

Sponsored

EELV INVESCO EXCH TRADED FD TR II116.6K shares7.14%2026-06-302026-07-29

VUG VANGUARD INDEX FDS32.6K shares340.60%2026-06-302026-07-29

SCHD SCHWAB STRATEGIC TR86.4K shares-1.47%2026-06-302026-07-29

LIN LINDE PLC5.2K shares-10.55%2026-06-302026-07-29

CVX CHEVRON CORPORATION15.8K shares32.98%2026-06-302026-07-29

GWW WW GRAINGER INC1.8K shares43.35%2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS8.7K shares3.69%2026-06-302026-07-29

RSP INVESCO EXCHANGE TRADED FD T11.1K shares-5.21%2026-06-302026-07-29

Sponsored

WMT WALMART INC20.2K shares20.80%2026-06-302026-07-29

ASML ASML HLDG NV1.1K shares0.55%2026-06-302026-07-29

AMGN AMGEN INC5.7K shares-9.89%2026-06-302026-07-29

QQQ INVESCO QQQ TR2.8K shares-2.71%2026-06-302026-07-29

GLD SPDR GOLD TR5.6K shares-12.82%2026-06-302026-07-29

LHX L3HARRIS TECHNOLOGIES INC7.0K shares-18.72%2026-06-302026-07-29

LOW LOWES COS INC9.2K shares-8.93%2026-06-302026-07-29

NEXTERA ENERGY INC NEXTERA ENERGY INC22.9K shares15.05%2026-06-302026-07-29

Sponsored

HYG ISHARES TR24.9K shares-11.88%2026-06-302026-07-29

VNQ VANGUARD INDEX FDS20.5K shares-13.06%2026-06-302026-07-29

GD GENERAL DYNAMICS CORP5.3K shares-17.56%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS5.0K shares-3.99%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.0K shares3.41%2026-06-302026-07-29

PG PROCTER & GAMBLE CO11.8K shares5.02%2026-06-302026-07-29

AMZN AMAZON COM INC7.2K shares241.55%2026-06-302026-07-29

EMR EMERSON ELEC CO11.9K shares-17.37%2026-06-302026-07-29

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC3.5K shares0.81%2026-06-302026-07-29

S&P GLOBAL INC S&P GLOBAL INC4.1K shares9.81%2026-06-302026-07-29

WEC WEC ENERGY GROUP INC13.5K shares-39.19%2026-06-302026-07-29

MPC MARATHON PETE CORP6.1K shares-6.21%2026-06-302026-07-29

CHUBB LIMITED CHUBB LIMITED4.6K shares3.31%2026-06-302026-07-29

JEPI J P MORGAN EXCHANGE TRADED F26.4K shares-13.51%2026-06-302026-07-29

C CITIGROUP INC10.5K shares-2.22%2026-06-302026-07-29

DBC INVESCO DB COMMDY INDX TRCK55.0K shares-21.05%2026-06-302026-07-29

Sponsored

MCD MCDONALDS CORP5.4K shares12.57%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC2.6K shares-26.57%2026-06-302026-07-29

VOE VANGUARD INDEX FDS7.1K shares-25.75%2026-06-302026-07-29

BAR GRANITESHARES GOLD TR34.5K shares21.20%2026-06-302026-07-29

JPEM J P MORGAN EXCHANGE TRADED F21.4K shares-32.64%2026-06-302026-07-29

EMB ISHARES TR13.7K shares8.13%2026-06-302026-07-29

QYLD GLOBAL X FDS68.2K shares-31.76%2026-06-302026-07-29

VBR VANGUARD INDEX FDS5.1K shares-23.01%2026-06-302026-07-29

Sponsored

PANW PALO ALTO NETWORKS INC3.6K sharesnew addition2026-06-302026-07-29

PEP PEPSICO INC9.1K shares11.84%2026-06-302026-07-29

NVDA NVIDIA CORPORATION6.1K shares1.61%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL2.3K shares7.87%2026-06-302026-07-29

VBK VANGUARD INDEX FDS3.1K shares-26.82%2026-06-302026-07-29

VOT VANGUARD INDEX FDS3.7K shares-26.52%2026-06-302026-07-29

ISPY PROSHARES TR22.4K shares-14.64%2026-06-302026-07-29

WST WEST PHARMACEUTICAL SVSC INC2.9K sharesnew addition2026-06-302026-07-29

Sponsored

CEG CONSTELLATION ENERGY CORP4.2K sharesnew addition2026-06-302026-07-29

ARES CAPITAL CORP ARES CAPITAL CORP56.2K shares12.32%2026-06-302026-07-29

ROP ROPER TECHNOLOGIES INC3.1K sharesnew addition2026-06-302026-07-29

BCS BARCLAYS PLC34.3K shares8.77%2026-06-302026-07-29

SHW SHERWIN WILLIAMS CO2.6K shares0.23%2026-06-302026-07-29

NGG NATIONAL GRID PLC10.4K shares8.42%2026-06-302026-07-29

RIO RIO TINTO PLC9.1K shares-2.89%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION4.5K shares0.07%2026-06-302026-07-29

Sponsored

INTC INTEL CORP6.0K sharesnew addition2026-06-302026-07-29

IJH ISHARES TR10.2K shares-9.40%2026-06-302026-07-29

ALPS ETF TR ALPS ETF TR11.5K shares-5.22%2026-06-302026-07-29

IJR ISHARES TR5.2K shares-15.07%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.0K shares-27.14%2026-06-302026-07-29

SMLF ISHARES TR8.4K shares-4.61%2026-06-302026-07-29

AEP AMERICAN ELEC PWR CO INC5.2K shares-0.27%2026-06-302026-07-29

PEY INVESCO EXCHANGE TRADED FD T30.7K shares-3.45%2026-06-302026-07-29

Sponsored

CCEP COCA-COLA EUROPACIFIC PARTNE7.1K shares9.09%2026-06-302026-07-29

IAU ISHARES GOLD TR8.8K shares-4.78%2026-06-302026-07-29

GEV GE VERNOVA INC563 shares-15.08%2026-06-302026-07-29

ISHARES TR ISHARES TR6.6K shares11.17%2026-06-302026-07-29

SAP SAP SE4.2K shares4.42%2026-06-302026-07-29

SNN SMITH & NEPHEW PLC21.0K shares13.53%2026-06-302026-07-29

SNY SANOFI SA14.0K shares5.38%2026-06-302026-07-29

ASTRAZENECA PLC ASTRAZENECA PLC3.1K shares11.07%2026-06-302026-07-29

Sponsored

SONY SONY GROUP CORP28.4K shares0.49%2026-06-302026-07-29

EOG EOG RES INC4.4K sharesnew addition2026-06-302026-07-29

QSR RESTAURANT BRANDS INTL INC7.7K shares-6.18%2026-06-302026-07-29

ABT ABBOTT LABORATORIES5.9K shares-74.52%2026-06-302026-07-29

IFF INTERNATIONAL FLAVORS&FRAGRA6.7K shares2.68%2026-06-302026-07-29

KO COCA COLA CO6.5K shares-3.75%2026-06-302026-07-29

SHEL SHELL PLC6.8K shares-4.12%2026-06-302026-07-29

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION3.5K shares0.00%2026-06-302026-07-29

Sponsored

ROK ROCKWELL AUTOMATION INC1.0K shares0.00%2026-06-302026-07-29

LLY ELI LILLY & CO408 shares-2.16%2026-06-302026-07-29

COWZ PACER FDS TR7.2K shares-26.22%2026-06-302026-07-29

DGRO ISHARES TR5.9K shares-10.02%2026-06-302026-07-29

VEU VANGUARD INTL EQUITY INDEX F5.2K shares0.00%2026-06-302026-07-29

MGEE MGE ENERGY INC5.1K sharesnew addition2026-06-302026-07-29

3M CO 3M CO2.5K shares0.00%2026-06-302026-07-29

ETN EATON CORP PLC942 shares0.00%2026-06-302026-07-29

Sponsored

MS MORGAN STANLEY1.8K shares0.00%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP2.8K shares-2.42%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC2.1K shares-3.24%2026-06-302026-07-29

VV VANGUARD INDEX FDS1.1K shares-8.15%2026-06-302026-07-29

MRK MERCK & CO INC2.8K shares-0.32%2026-06-302026-07-29

DUK DUKE ENERGY CORP NEW2.8K shares-0.07%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR1.8K shares-15.78%2026-06-302026-07-29

BRC BRADY CORP3.7K shares-7.00%2026-06-302026-07-29

Sponsored

CINF CINCINNATI FINL CORP1.8K shares0.00%2026-06-302026-07-29

PSX PHILLIPS 661.9K shares-1.23%2026-06-302026-07-29

VB VANGUARD INDEX FDS1.1K shares2.19%2026-06-302026-07-29

LNT ALLIANT ENERGY CORP4.1K shares0.00%2026-06-302026-07-29

ESGU ISHARES TR1.9K shares0.00%2026-06-302026-07-29

GOOG ALPHABET INC853 sharesnew addition2026-06-302026-07-29

ABBVIE INC ABBVIE INC1.2K shares0.00%2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC400 sharesnew addition2026-06-302026-07-29

Sponsored

BAC BANK OF AMER CORP5.1K shares-5.92%2026-06-302026-07-29

EFA ISHARES TR2.8K shares4.38%2026-06-302026-07-29

DE DEERE & CO450 shares0.00%2026-06-302026-07-29

CAT CATERPILLAR INC265 sharesnew addition2026-06-302026-07-29

UNP UNION PAC CORP992 shares0.00%2026-06-302026-07-29

VLUE ISHARES TR1.3K shares-9.39%2026-06-302026-07-29

BK BANK OF NY MELLON CORP1.8K shares-8.17%2026-06-302026-07-29

CARR CARRIER GLOBAL CORPORATION3.4K shares-0.44%2026-06-302026-07-29

Sponsored

CALF PACER FDS TR4.9K shares-10.97%2026-06-302026-07-29

FUTY FIDELITY COVINGTON TRUST4.2K shares-13.33%2026-06-302026-07-29

VOO VANGUARD INDEX FDS340 shares-29.75%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC364 sharesnew addition2026-06-302026-07-29

VISA INC VISA INC611 sharesnew addition2026-06-302026-07-29

MO ALTRIA GROUP INC2.9K shares0.00%2026-06-302026-07-29

PFE PFIZER INC8.7K shares0.00%2026-06-302026-07-29

AFL AFLAC INC1.8K shares-15.78%2026-06-302026-07-29

Sponsored

XLB SELECT SECTOR SPDR TR4.0K shares0.00%2026-06-302026-07-29

IWD ISHARES TR817 shares-77.82%2026-06-302026-07-29

DOMINION ENERGY INC DOMINION ENERGY INC2.9K sharesnew addition2026-06-302026-07-29

DLN WISDOMTREE TR2.0K sharesnew addition2026-06-302026-07-29

IVE

ISHARES TR

-5.45%

Shares61.7K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

-2.08%

Shares45.4K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

-10.98%

Shares181.1K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES TR

-7.06%

Shares86.5K

Event2026-06-30

Filed2026-07-29

DEUS

DBX ETF TR

-4.85%

Shares164.4K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

3.97%

Shares25.3K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

-3.71%

Shares19.3K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

1.47%

Shares20.1K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

7.74%

Shares21.0K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

285.61%

Shares74.7K

Event2026-06-30

Filed2026-07-29

IJJ

ISHARES TR

-5.68%

Shares39.4K

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC

-2.51%

Shares12.8K

Event2026-06-30

Filed2026-07-29

IJS

ISHARES TR

-6.33%

Shares37.0K

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

-8.77%

Shares80.6K

Event2026-06-30

Filed2026-07-29

QQQM

INVESCO EXCH TRADED FD TR II

-1.30%

Shares15.8K

Event2026-06-30

Filed2026-07-29

IJK

ISHARES TR

-7.39%

Shares39.9K

Event2026-06-30

Filed2026-07-29

DGS

WISDOMTREE TR

-8.58%

Shares72.4K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

27.16%

Shares16.5K

Event2026-06-30

Filed2026-07-29

IJT

ISHARES TR

-7.16%

Shares21.6K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

-0.68%

Shares9.9K

Event2026-06-30

Filed2026-07-29

SDCI

USCF ETF TR

-19.65%

Shares139.2K

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INC

-4.63%

Shares3.7K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

-27.82%

Shares15.8K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

9.91%

Shares28.6K

Event2026-06-30

Filed2026-07-29

EELV

INVESCO EXCH TRADED FD TR II

7.14%

Shares116.6K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

340.60%

Shares32.6K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

-1.47%

Shares86.4K

Event2026-06-30

Filed2026-07-29

LIN

LINDE PLC

-10.55%

Shares5.2K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

32.98%

Shares15.8K

Event2026-06-30

Filed2026-07-29

GWW

WW GRAINGER INC

43.35%

Shares1.8K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

3.69%

Shares8.7K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

-5.21%

Shares11.1K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

20.80%

Shares20.2K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV

0.55%

Shares1.1K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

-9.89%

Shares5.7K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

-2.71%

Shares2.8K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

-12.82%

Shares5.6K

Event2026-06-30

Filed2026-07-29

LHX

L3HARRIS TECHNOLOGIES INC

-18.72%

Shares7.0K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

-8.93%

Shares9.2K

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

15.05%

Shares22.9K

Event2026-06-30

Filed2026-07-29

HYG

ISHARES TR

-11.88%

Shares24.9K

Event2026-06-30

Filed2026-07-29

VNQ

VANGUARD INDEX FDS

-13.06%

Shares20.5K

Event2026-06-30

Filed2026-07-29

GENERAL DYNAMICS CORP

-17.56%

Shares5.3K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-3.99%

Shares5.0K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

3.41%

Shares2.0K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

5.02%

Shares11.8K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

241.55%

Shares7.2K

Event2026-06-30

Filed2026-07-29

EMR

EMERSON ELEC CO

-17.37%

Shares11.9K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.81%

Shares3.5K

Event2026-06-30

Filed2026-07-29

S&P GLOBAL INC

9.81%

Shares4.1K

Event2026-06-30

Filed2026-07-29

WEC

WEC ENERGY GROUP INC

-39.19%

Shares13.5K

Event2026-06-30

Filed2026-07-29

MPC

MARATHON PETE CORP

-6.21%

Shares6.1K

Event2026-06-30

Filed2026-07-29

CHUBB LIMITED

3.31%

Shares4.6K

Event2026-06-30

Filed2026-07-29

JEPI

J P MORGAN EXCHANGE TRADED F

-13.51%

Shares26.4K

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

-2.22%

Shares10.5K

Event2026-06-30

Filed2026-07-29

DBC

INVESCO DB COMMDY INDX TRCK

-21.05%

Shares55.0K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

12.57%

Shares5.4K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

-26.57%

Shares2.6K

Event2026-06-30

Filed2026-07-29

VOE

VANGUARD INDEX FDS

-25.75%

Shares7.1K

Event2026-06-30

Filed2026-07-29

BAR

GRANITESHARES GOLD TR

21.20%

Shares34.5K

Event2026-06-30

Filed2026-07-29

JPEM

J P MORGAN EXCHANGE TRADED F

-32.64%

Shares21.4K

Event2026-06-30

Filed2026-07-29

EMB

ISHARES TR

8.13%

Shares13.7K

Event2026-06-30

Filed2026-07-29

QYLD

GLOBAL X FDS

-31.76%

Shares68.2K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

-23.01%

Shares5.1K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

New

Shares3.6K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

11.84%

Shares9.1K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

1.61%

Shares6.1K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

7.87%

Shares2.3K

Event2026-06-30

Filed2026-07-29

VBK

VANGUARD INDEX FDS

-26.82%

Shares3.1K

Event2026-06-30

Filed2026-07-29

VOT

VANGUARD INDEX FDS

-26.52%

Shares3.7K

Event2026-06-30

Filed2026-07-29

ISPY

PROSHARES TR

-14.64%

Shares22.4K

Event2026-06-30

Filed2026-07-29

WST

WEST PHARMACEUTICAL SVSC INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-29

CEG

CONSTELLATION ENERGY CORP

New

Shares4.2K

Event2026-06-30

Filed2026-07-29

ARES CAPITAL CORP

12.32%

Shares56.2K

Event2026-06-30

Filed2026-07-29

ROP

ROPER TECHNOLOGIES INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-29

BCS

BARCLAYS PLC

8.77%

Shares34.3K

Event2026-06-30

Filed2026-07-29

SHW

SHERWIN WILLIAMS CO

0.23%

Shares2.6K

Event2026-06-30

Filed2026-07-29

NGG

NATIONAL GRID PLC

8.42%

Shares10.4K

Event2026-06-30

Filed2026-07-29

RIO

RIO TINTO PLC

-2.89%

Shares9.1K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

0.07%

Shares4.5K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

New

Shares6.0K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

-9.40%

Shares10.2K

Event2026-06-30

Filed2026-07-29

ALPS ETF TR

-5.22%

Shares11.5K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

-15.07%

Shares5.2K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-27.14%

Shares1.0K

Event2026-06-30

Filed2026-07-29

SMLF

ISHARES TR

-4.61%

Shares8.4K

Event2026-06-30

Filed2026-07-29

AEP

AMERICAN ELEC PWR CO INC

-0.27%

Shares5.2K

Event2026-06-30

Filed2026-07-29

PEY

INVESCO EXCHANGE TRADED FD T

-3.45%

Shares30.7K

Event2026-06-30

Filed2026-07-29

CCEP

COCA-COLA EUROPACIFIC PARTNE

9.09%

Shares7.1K

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TR

-4.78%

Shares8.8K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

-15.08%

Shares563

Event2026-06-30

Filed2026-07-29

ISHARES TR

11.17%

Shares6.6K

Event2026-06-30

Filed2026-07-29

SAP

SAP SE

4.42%

Shares4.2K

Event2026-06-30

Filed2026-07-29

SNN

SMITH & NEPHEW PLC

13.53%

Shares21.0K

Event2026-06-30

Filed2026-07-29

SNY

SANOFI SA

5.38%

Shares14.0K

Event2026-06-30

Filed2026-07-29

ASTRAZENECA PLC

11.07%

Shares3.1K

Event2026-06-30

Filed2026-07-29

SONY

SONY GROUP CORP

0.49%

Shares28.4K

Event2026-06-30

Filed2026-07-29

EOG

EOG RES INC

New

Shares4.4K

Event2026-06-30

Filed2026-07-29

QSR

RESTAURANT BRANDS INTL INC

-6.18%

Shares7.7K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

-74.52%

Shares5.9K

Event2026-06-30

Filed2026-07-29

IFF

INTERNATIONAL FLAVORS&FRAGRA

2.68%

Shares6.7K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

-3.75%

Shares6.5K

Event2026-06-30

Filed2026-07-29

SHEL

SHELL PLC

-4.12%

Shares6.8K

Event2026-06-30

Filed2026-07-29

JOHNSON CONTROLS INTERNATION

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-29

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

-2.16%

Shares408

Event2026-06-30

Filed2026-07-29

COWZ

PACER FDS TR

-26.22%

Shares7.2K

Event2026-06-30

Filed2026-07-29

DGRO

ISHARES TR

-10.02%

Shares5.9K

Event2026-06-30

Filed2026-07-29

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-29

MGEE

MGE ENERGY INC

New

Shares5.1K

Event2026-06-30

Filed2026-07-29

3M CO

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

0.00%

Shares942

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

-2.42%

Shares2.8K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

-3.24%

Shares2.1K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-8.15%

Shares1.1K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

-0.32%

Shares2.8K

Event2026-06-30

Filed2026-07-29

DUK

DUKE ENERGY CORP NEW

-0.07%

Shares2.8K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

-15.78%

Shares1.8K

Event2026-06-30

Filed2026-07-29

BRC

BRADY CORP

-7.00%

Shares3.7K

Event2026-06-30

Filed2026-07-29

CINF

CINCINNATI FINL CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

PSX

PHILLIPS 66

-1.23%

Shares1.9K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

2.19%

Shares1.1K

Event2026-06-30

Filed2026-07-29

LNT

ALLIANT ENERGY CORP

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-29

ESGU

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

New

Shares853

Event2026-06-30

Filed2026-07-29

ABBVIE INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

New

Shares400

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

-5.92%

Shares5.1K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

4.38%

Shares2.8K

Event2026-06-30

Filed2026-07-29

DEERE & CO

0.00%

Shares450

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

New

Shares265

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

0.00%

Shares992

Event2026-06-30

Filed2026-07-29

VLUE

ISHARES TR

-9.39%

Shares1.3K

Event2026-06-30

Filed2026-07-29

BANK OF NY MELLON CORP

-8.17%

Shares1.8K

Event2026-06-30

Filed2026-07-29

CARR

CARRIER GLOBAL CORPORATION

-0.44%

Shares3.4K

Event2026-06-30

Filed2026-07-29

CALF

PACER FDS TR

-10.97%

Shares4.9K

Event2026-06-30

Filed2026-07-29

FUTY

FIDELITY COVINGTON TRUST

-13.33%

Shares4.2K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

-29.75%

Shares340

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

New

Shares364

Event2026-06-30

Filed2026-07-29

VISA INC

New

Shares611

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-29

AFL

AFLAC INC

-15.78%

Shares1.8K

Event2026-06-30

Filed2026-07-29

XLB

SELECT SECTOR SPDR TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

-77.82%

Shares817

Event2026-06-30

Filed2026-07-29

DOMINION ENERGY INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-29

DLN

WISDOMTREE TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available