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The Analysis of Boyer Financial Services, Inc.'s Holdings & P&L

Currently, Boyer Financial Services, Inc. holds 57 types of securities in its portfolio with a total value $118.4M. In the most recent quarter, they have increased their positions in IWF (+19.5K shares, valued at $2.4M), ACYN (+110.0K shares, valued at $2.3M), JIVE (+22.2K shares, valued at $2.1M); decreased their positions in JIRE (-16.6K shares, valued at $1.4M), CGMS (-24.1K shares, valued at $660.5K), CGSD (-16.1K shares, valued at $415.1K); initiated new positions in IWF (+19.5K shares, valued at $2.4M), ACYN (+110.0K shares, valued at $2.3M), JIVE (+22.2K shares, valued at $2.1M).

1M P&L

-905.6K-0.79%

3M P&L

+562.1K+0.50%

HY P&L

-4.2M-3.60%

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/A110.4M

94.3%

2Semiconductors1.5M

1.3%

3Consumer Electronics820.3K

0.7%

Top Industries by Stock Count

1N/A37 stocks

69.8%

2Semiconductors3 stocks

5.7%

3Internet Content & Information1 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGDG CAPITAL GROUP DIVIDEND GROWE316.8K shares6.62%2026-06-302026-07-20

CGBL CAPITAL GROUP CORE BALANCED295.2K shares0.77%2026-06-302026-07-20

CGDV CAPITAL GROUP DIVIDEND VALUE224.2K shares-0.16%2026-06-302026-07-20

CGGR CAPITAL GROUP GROWTH ETF229.4K shares10.09%2026-06-302026-07-20

CGGO CAPITAL GROUP GBL GROWTH EQT183.1K shares5.64%2026-06-302026-07-20

CGCP CAPITAL GRP FIXED INCM ETF T258.5K shares24.71%2026-06-302026-07-20

CGCB CAPITAL GRP FIXED INCM ETF T191.5K shares-1.09%2026-06-302026-07-20

SDVY FIRST TR EXCHANGE TRADED FD107.6K shares11.02%2026-06-302026-07-20

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET102.3K shares2.87%2026-06-302026-07-20

JBND J P MORGAN EXCHANGE TRADED F66.6K shares25.14%2026-06-302026-07-20

CGMM CAPITAL GROUP EQUITY ETF TR98.0K shares28.59%2026-06-302026-07-20

CGMS CAPITAL GRP FIXED INCM ETF T106.9K shares-18.41%2026-06-302026-07-20

CGGE CAPITAL GROUP GLOBAL EQUITY81.7K shares12.34%2026-06-302026-07-20

SCHD SCHWAB STRATEGIC TR82.4K shares1.32%2026-06-302026-07-20

TBG EA SERIES TRUST71.1K shares13.29%2026-06-302026-07-20

CGNG CAPITAL GROUP NEW GEOGRAPHY68.4K shares10.69%2026-06-302026-07-20

Sponsored

IWF ISHARES TR19.5K sharesnew addition2026-06-302026-07-20

WCMI FIRST TR EXCHANGE-TRADED FD119.8K shares31.35%2026-06-302026-07-20

ACYN FIRST TR EXCHANGE-TRADED FD110.0K sharesnew addition2026-06-302026-07-20

JIVE J P MORGAN EXCHANGE TRADED F22.2K sharesnew addition2026-06-302026-07-20

RDVY FIRST TR EXCHANGE TRADED FD22.4K shares-1.17%2026-06-302026-07-20

QTUM ETF SER SOLUTIONS6.7K shares20.73%2026-06-302026-07-20

JIRE J P MORGAN EXCHANGE TRADED F10.9K shares-60.25%2026-06-302026-07-20

AAPL APPLE INC2.7K shares49.33%2026-06-302026-07-20

Sponsored

IWD ISHARES TR3.3K sharesnew addition2026-06-302026-07-20

MSFT MICROSOFT CORP1.9K shares6.51%2026-06-302026-07-20

NVDA NVIDIA CORPORATION3.8K shares14.70%2026-06-302026-07-20

FWD AB ACTIVE ETFS INC5.2K shares-15.84%2026-06-302026-07-20

TSLA TESLA INC1.8K shares16.07%2026-06-302026-07-20

AMZN AMAZON COM INC2.9K shares-5.41%2026-06-302026-07-20

CGSD CAPITAL GRP FIXED INCM ETF T20.7K shares-43.78%2026-06-302026-07-20

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2K shares0.78%2026-06-302026-07-20

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares-2.39%2026-06-302026-07-20

BROADCOM INC BROADCOM INC1.2K shares7.30%2026-06-302026-07-20

GOOGL ALPHABET INC1.1K shares21.89%2026-06-302026-07-20

EPD ENTERPRISE PRODS PARTNERS L10.1K shares1.63%2026-06-302026-07-20

PSA PUBLIC STORAGE1.1K shares0.00%2026-06-302026-07-20

FHLC FIDELITY COVINGTON TRUST4.4K sharesnew addition2026-06-302026-07-20

DNL WISDOMTREE TR7.6K sharesnew addition2026-06-302026-07-20

DLN WISDOMTREE TR3.6K sharesnew addition2026-06-302026-07-20

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD2.5K sharesnew addition2026-06-302026-07-20

CRDO CREDO TECHNOLOGY GROUP HOLDI1.2K sharesnew addition2026-06-302026-07-20

GRID FIRST TR EXCHANGE-TRADED FD1.5K sharesnew addition2026-06-302026-07-20

VGT VANGUARD WORLD FD2.3K shares706.23%2026-06-302026-07-20

CIBR FIRST TR EXCHANGE-TRADED FD2.9K sharesnew addition2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T350 shares0.00%2026-06-302026-07-20

LEN LENNAR CORP2.9K shares0.00%2026-06-302026-07-20

CVX CHEVRON CORPORATION1.5K shares6.52%2026-06-302026-07-20

Sponsored

QUAL ISHARES TR1.2K sharesnew addition2026-06-302026-07-20

JNJ JOHNSON & JOHNSON894 shares4.07%2026-06-302026-07-20

APPLOVIN CORP APPLOVIN CORP423 sharesnew addition2026-06-302026-07-20

JEPI J P MORGAN EXCHANGE TRADED F3.9K sharesnew addition2026-06-302026-07-20

BUFR FIRST TR EXCHNG TRADED FD VI5.9K sharesnew addition2026-06-302026-07-20

GLD SPDR GOLD TR547 shares5.80%2026-06-302026-07-20

GE GE AEROSPACE541 sharesnew addition2026-06-302026-07-20

CRDL CARDIOL THERAPEUTICS INC34.1K shares47.62%2026-06-302026-07-20

Sponsored

RCT REDCLOUD HLDGS PLC108.0K shares-25.75%2026-06-302026-07-20

CGDG

CAPITAL GROUP DIVIDEND GROWE

6.62%

Shares316.8K

Event2026-06-30

Filed2026-07-20

CGBL

CAPITAL GROUP CORE BALANCED

0.77%

Shares295.2K

Event2026-06-30

Filed2026-07-20

CGDV

CAPITAL GROUP DIVIDEND VALUE

-0.16%

Shares224.2K

Event2026-06-30

Filed2026-07-20

CGGR

CAPITAL GROUP GROWTH ETF

10.09%

Shares229.4K

Event2026-06-30

Filed2026-07-20

CGGO

CAPITAL GROUP GBL GROWTH EQT

5.64%

Shares183.1K

Event2026-06-30

Filed2026-07-20

CGCP

CAPITAL GRP FIXED INCM ETF T

24.71%

Shares258.5K

Event2026-06-30

Filed2026-07-20

CGCB

CAPITAL GRP FIXED INCM ETF T

-1.09%

Shares191.5K

Event2026-06-30

Filed2026-07-20

SDVY

FIRST TR EXCHANGE TRADED FD

11.02%

Shares107.6K

Event2026-06-30

Filed2026-07-20

CGUS

CAPITAL GROUP CORE EQUITY ET

2.87%

Shares102.3K

Event2026-06-30

Filed2026-07-20

JBND

J P MORGAN EXCHANGE TRADED F

25.14%

Shares66.6K

Event2026-06-30

Filed2026-07-20

CGMM

CAPITAL GROUP EQUITY ETF TR

28.59%

Shares98.0K

Event2026-06-30

Filed2026-07-20

CGMS

CAPITAL GRP FIXED INCM ETF T

-18.41%

Shares106.9K

Event2026-06-30

Filed2026-07-20

CGGE

CAPITAL GROUP GLOBAL EQUITY

12.34%

Shares81.7K

Event2026-06-30

Filed2026-07-20

SCHD

SCHWAB STRATEGIC TR

1.32%

Shares82.4K

Event2026-06-30

Filed2026-07-20

TBG

EA SERIES TRUST

13.29%

Shares71.1K

Event2026-06-30

Filed2026-07-20

CGNG

CAPITAL GROUP NEW GEOGRAPHY

10.69%

Shares68.4K

Event2026-06-30

Filed2026-07-20

IWF

ISHARES TR

New

Shares19.5K

Event2026-06-30

Filed2026-07-20

WCMI

FIRST TR EXCHANGE-TRADED FD

31.35%

Shares119.8K

Event2026-06-30

Filed2026-07-20

ACYN

FIRST TR EXCHANGE-TRADED FD

New

Shares110.0K

Event2026-06-30

Filed2026-07-20

JIVE

J P MORGAN EXCHANGE TRADED F

New

Shares22.2K

Event2026-06-30

Filed2026-07-20

RDVY

FIRST TR EXCHANGE TRADED FD

-1.17%

Shares22.4K

Event2026-06-30

Filed2026-07-20

QTUM

ETF SER SOLUTIONS

20.73%

Shares6.7K

Event2026-06-30

Filed2026-07-20

JIRE

J P MORGAN EXCHANGE TRADED F

-60.25%

Shares10.9K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

49.33%

Shares2.7K

Event2026-06-30

Filed2026-07-20

IWD

ISHARES TR

New

Shares3.3K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

6.51%

Shares1.9K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

14.70%

Shares3.8K

Event2026-06-30

Filed2026-07-20

FWD

AB ACTIVE ETFS INC

-15.84%

Shares5.2K

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC

16.07%

Shares1.8K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

-5.41%

Shares2.9K

Event2026-06-30

Filed2026-07-20

CGSD

CAPITAL GRP FIXED INCM ETF T

-43.78%

Shares20.7K

Event2026-06-30

Filed2026-07-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.78%

Shares1.2K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

-2.39%

Shares1.3K

Event2026-06-30

Filed2026-07-20

BROADCOM INC

7.30%

Shares1.2K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

21.89%

Shares1.1K

Event2026-06-30

Filed2026-07-20

EPD

ENTERPRISE PRODS PARTNERS L

1.63%

Shares10.1K

Event2026-06-30

Filed2026-07-20

PSA

PUBLIC STORAGE

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-20

FHLC

FIDELITY COVINGTON TRUST

New

Shares4.4K

Event2026-06-30

Filed2026-07-20

DNL

WISDOMTREE TR

New

Shares7.6K

Event2026-06-30

Filed2026-07-20

DLN

WISDOMTREE TR

New

Shares3.6K

Event2026-06-30

Filed2026-07-20

AIRR

FIRST TR EXCHANGE TRADED FD

New

Shares2.5K

Event2026-06-30

Filed2026-07-20

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares1.2K

Event2026-06-30

Filed2026-07-20

GRID

FIRST TR EXCHANGE-TRADED FD

New

Shares1.5K

Event2026-06-30

Filed2026-07-20

VGT

VANGUARD WORLD FD

706.23%

Shares2.3K

Event2026-06-30

Filed2026-07-20

CIBR

FIRST TR EXCHANGE-TRADED FD

New

Shares2.9K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

0.00%

Shares350

Event2026-06-30

Filed2026-07-20

LEN

LENNAR CORP

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION

6.52%

Shares1.5K

Event2026-06-30

Filed2026-07-20

QUAL

ISHARES TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

4.07%

Shares894

Event2026-06-30

Filed2026-07-20

APPLOVIN CORP

New

Shares423

Event2026-06-30

Filed2026-07-20

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares3.9K

Event2026-06-30

Filed2026-07-20

BUFR

FIRST TR EXCHNG TRADED FD VI

New

Shares5.9K

Event2026-06-30

Filed2026-07-20

GLD

SPDR GOLD TR

5.80%

Shares547

Event2026-06-30

Filed2026-07-20

GE AEROSPACE

New

Shares541

Event2026-06-30

Filed2026-07-20

CRDL

CARDIOL THERAPEUTICS INC

47.62%

Shares34.1K

Event2026-06-30

Filed2026-07-20

RCT

REDCLOUD HLDGS PLC

-25.75%

Shares108.0K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available