Sponsored

The Analysis of CFM WEALTH PARTNERS LLC's Holdings & P&L

Currently, CFM WEALTH PARTNERS LLC holds 149 types of securities in its portfolio with a total value $783.3M. In the most recent quarter, they have increased their positions in IWF (+55.9K shares, valued at $6.9M), ARM (+8.2K shares, valued at $2.9M), MU (+2.5K shares, valued at $2.9M); decreased their positions in NVDA (-9.8K shares, valued at $2.0M), HD (-4.8K shares, valued at $1.7M), MCD (-5.2K shares, valued at $1.4M); initiated new positions in ARM (+8.2K shares, valued at $2.9M), MU (+2.5K shares, valued at $2.9M), CRDO (+10.6K shares, valued at $2.9M).

1M P&L

-213.5K-0.03%

3M P&L

+28.2M+4.80%

HY P&L

+78.0M+14.50%

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

1Semiconductors171.3M

26.5%

2Consumer Electronics78.5M

12.1%

3N/A75.4M

11.7%

Top Industries by Stock Count

1N/A30 stocks

23.6%

2Oil & Gas Midstream11 stocks

8.7%

3Semiconductors10 stocks

7.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION532.7K shares-1.81%2026-06-302026-08-07

AAPL APPLE INC271.1K shares-1.57%2026-06-302026-08-07

GOOGL ALPHABET INC133.4K shares-0.30%2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC55.0K shares3.51%2026-06-302026-08-07

AMZN AMAZON COM INC106.3K shares-0.56%2026-06-302026-08-07

PANW PALO ALTO NETWORKS INC69.4K shares-0.75%2026-06-302026-08-07

MSFT MICROSOFT CORP49.3K shares-2.63%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC31.8K shares-2.18%2026-06-302026-08-07

Sponsored

WMB WILLIAMS COS INC226.2K shares-0.10%2026-06-302026-08-07

PM PHILIP MORRIS INTL INC89.6K shares-3.74%2026-06-302026-08-07

GOOG ALPHABET INC43.1K shares-0.13%2026-06-302026-08-07

QQQ INVESCO QQQ TR20.6K shares-2.60%2026-06-302026-08-07

VISA INC VISA INC43.4K shares0.08%2026-06-302026-08-07

LLY ELI LILLY & CO11.4K shares3.39%2026-06-302026-08-07

ORLY OREILLY AUTOMOTIVE INC142.1K shares-0.61%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T17.2K shares-1.30%2026-06-302026-08-07

Sponsored

BROADCOM INC BROADCOM INC31.3K shares2.07%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION12.5K shares0.54%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO35.4K shares-1.05%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP81.7K shares-0.12%2026-06-302026-08-07

MRVL MARVELL TECHNOLOGY INC37.0K shares29.74%2026-06-302026-08-07

APPLIED MATLS INC APPLIED MATLS INC14.0K shares-4.17%2026-06-302026-08-07

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC12.9K shares0.47%2026-06-302026-08-07

IWF ISHARES TR74.0K shares308.92%2026-06-302026-08-07

Sponsored

IWD ISHARES TR37.0K shares3.72%2026-06-302026-08-07

TSM TAIWAN SEMICONDUCTOR MANUFAC17.7K shares13.47%2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED15.0K shares-2.26%2026-06-302026-08-07

IWR ISHARES TR64.9K shares3.83%2026-06-302026-08-07

EPD ENTERPRISE PRODS PARTNERS L183.7K shares0.00%2026-06-302026-08-07

ABBVIE INC ABBVIE INC26.2K shares-1.16%2026-06-302026-08-07

WMT WALMART INC56.6K shares-1.73%2026-06-302026-08-07

TJX TJX COS INC NEW40.9K shares-0.16%2026-06-302026-08-07

Sponsored

SHW SHERWIN WILLIAMS CO18.0K shares-3.54%2026-06-302026-08-07

MO ALTRIA GROUP INC81.3K shares-2.12%2026-06-302026-08-07

VOO VANGUARD INDEX FDS8.4K shares-0.17%2026-06-302026-08-07

USMV ISHARES TR56.8K shares-3.67%2026-06-302026-08-07

CAT CATERPILLAR INC4.7K shares-1.04%2026-06-302026-08-07

FFIN FIRST FINL BANKSHARES INC139.3K shares-2.36%2026-06-302026-08-07

HD HOME DEPOT INC13.2K shares-26.77%2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC4.5K shares1.11%2026-06-302026-08-07

Sponsored

NETFLIX INC. NETFLIX INC.62.6K shares-8.19%2026-06-302026-08-07

QUAL ISHARES TR20.3K shares-0.90%2026-06-302026-08-07

RY ROYAL BK CDA21.4K shares0.00%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL8.8K shares-3.52%2026-06-302026-08-07

ET ENERGY TRANSFER L P188.9K shares0.00%2026-06-302026-08-07

SPSM SPDR SERIES TRUST60.4K shares0.20%2026-06-302026-08-07

KO COCA COLA CO42.1K shares-26.78%2026-06-302026-08-07

MS MORGAN STANLEY15.0K shares0.00%2026-06-302026-08-07

Sponsored

QUANTA SVCS INC QUANTA SVCS INC4.2K shares-1.08%2026-06-302026-08-07

SBLK STAR BULK CARRIERS CORP.121.1K shares5.81%2026-06-302026-08-07

CVX CHEVRON CORPORATION17.6K shares1.05%2026-06-302026-08-07

ARM ARM HOLDINGS PLC8.2K sharesnew addition2026-06-302026-08-07

KKR KKR & CO INC31.6K shares-2.61%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC2.5K sharesnew addition2026-06-302026-08-07

CRDO CREDO TECHNOLOGY GROUP HOLDI10.6K sharesnew addition2026-06-302026-08-07

MCD MCDONALDS CORP10.5K shares-33.11%2026-06-302026-08-07

Sponsored

IWB ISHARES TR6.7K shares-1.06%2026-06-302026-08-07

MDLZ MONDELEZ INTL INC47.1K shares0.00%2026-06-302026-08-07

MPLX MPLX LP46.7K shares0.00%2026-06-302026-08-07

USAC USA COMPRESSION PARTNERS LP92.1K shares0.00%2026-06-302026-08-07

ESGD ISHARES TR23.4K shares-0.74%2026-06-302026-08-07

FTAI FTAI AVIATION LTD8.4K shares0.00%2026-06-302026-08-07

INTC INTEL CORP15.8K shares36.63%2026-06-302026-08-07

WES WESTERN MIDSTREAM PARTNERS L49.9K shares0.00%2026-06-302026-08-07

Sponsored

TSLA TESLA INC5.0K shares3.51%2026-06-302026-08-07

DELL DELL TECHNOLOGIES INC4.7K shares60.15%2026-06-302026-08-07

EFA ISHARES TR19.0K shares38.33%2026-06-302026-08-07

TRGP TARGA RES CORP6.2K shares0.00%2026-06-302026-08-07

TXN TEXAS INSTRS INC5.5K shares0.00%2026-06-302026-08-07

PSX PHILLIPS 669.6K shares0.00%2026-06-302026-08-07

HESM HESS MIDSTREAM LP42.3K shares0.00%2026-06-302026-08-07

VICR VICOR CORP4.0K shares9.11%2026-06-302026-08-07

Sponsored

IVW ISHARES TR10.9K shares-1.70%2026-06-302026-08-07

LRCX LAM RESEARCH CORP3.4K shares0.00%2026-06-302026-08-07

ODFL OLD DOMINION FREIGHT LINE IN6.8K shares0.00%2026-06-302026-08-07

ENB ENBRIDGE INC26.3K shares0.00%2026-06-302026-08-07

UNP UNION PAC CORP4.7K shares-1.07%2026-06-302026-08-07

EQT EQT CORP21.9K shares-7.54%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC9.0K shares0.00%2026-06-302026-08-07

MRK MERCK & CO INC8.1K shares0.00%2026-06-302026-08-07

Sponsored

OKE ONEOK INC NEW11.1K shares-38.22%2026-06-302026-08-07

SNDK SANDISK CORP421 sharesnew addition2026-06-302026-08-07

SPG SIMON PPTY GROUP INC NEW4.1K shares0.22%2026-06-302026-08-07

COP CONOCOPHILLIPS8.3K shares-4.24%2026-06-302026-08-07

QXO QXO INC46.7K shares3.58%2026-06-302026-08-07

GLW CORNING INC3.0K sharesnew addition2026-06-302026-08-07

AMGN AMGEN INC2.1K shares0.00%2026-06-302026-08-07

QCOM QUALCOMM INC3.9K shares-2.91%2026-06-302026-08-07

Sponsored

HCA HCA HEALTHCARE INC1.8K shares0.00%2026-06-302026-08-07

NUVEEN QUALITY MUNCP INCOME NUVEEN QUALITY MUNCP INCOME57.1K shares0.00%2026-06-302026-08-07

IYH ISHARES TR10.1K shares0.00%2026-06-302026-08-07

C CITIGROUP INC4.3K shares-6.50%2026-06-302026-08-07

IBM INTERNATIONAL BUSINESS MACHS2.0K shares0.00%2026-06-302026-08-07

PG PROCTER & GAMBLE CO3.9K shares-54.99%2026-06-302026-08-07

HDV ISHARES TR20.8K shares341.92%2026-06-302026-08-07

ASO ACADEMY SPORTS & OUTDOORS IN11.3K shares-63.59%2026-06-302026-08-07

Sponsored

IJR ISHARES TR3.6K shares0.00%2026-06-302026-08-07

IYF ISHARES TR4.1K shares0.00%2026-06-302026-08-07

IYR ISHARES TR5.1K shares0.00%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON2.0K shares-16.55%2026-06-302026-08-07

DVY ISHARES TR3.3K shares-1.92%2026-06-302026-08-07

IJH ISHARES TR6.5K shares0.00%2026-06-302026-08-07

PH PARKER-HANNIFIN CORP498 shares-8.29%2026-06-302026-08-07

VZ VERIZON COMMUNICATIONS INC11.3K shares-15.47%2026-06-302026-08-07

Sponsored

PB PROSPERITY BANCSHARES INC6.6K shares0.00%2026-06-302026-08-07

IGSB ISHARES TR9.1K shares9.47%2026-06-302026-08-07

IBIT ISHARES BITCOIN TRUST ETF14.1K shares-42.92%2026-06-302026-08-07

BAC BANK OF AMER CORP8.1K shares5.69%2026-06-302026-08-07

KMI KINDER MORGAN INC DEL13.9K shares-18.78%2026-06-302026-08-07

ISHARES TR ISHARES TR591 shares-13.47%2026-06-302026-08-07

PEP PEPSICO INC3.1K shares-59.88%2026-06-302026-08-07

LOW LOWES COS INC1.9K shares-15.36%2026-06-302026-08-07

Sponsored

PAA PLAINS ALL AMERN PIPELINE L18.6K shares0.00%2026-06-302026-08-07

ABT ABBOTT LABORATORIES4.5K shares0.00%2026-06-302026-08-07

LMT LOCKHEED MARTIN CORP771 shares0.00%2026-06-302026-08-07

CRCL CIRCLE INTERNET GROUP INC5.9K shares-55.06%2026-06-302026-08-07

IWM ISHARES TR1.2K shares0.00%2026-06-302026-08-07

LUNG PULMONX CORP264.0K shares0.00%2026-06-302026-08-07

GE GE AEROSPACE911 shares0.00%2026-06-302026-08-07

ADP AUTOMATIC DATA PROCESSING IN1.5K shares0.00%2026-06-302026-08-07

Sponsored

SBUX STARBUCKS CORP3.2K shares-23.47%2026-06-302026-08-07

IYJ ISHARES TR2.0K shares0.00%2026-06-302026-08-07

FTNT FORTINET INC2.1K sharesnew addition2026-06-302026-08-07

ALLY FINL INC ALLY FINL INC6.7K shares0.00%2026-06-302026-08-07

BND VANGUARD BD INDEX FDS4.1K shares0.00%2026-06-302026-08-07

BLK BLACKROCK INC307 shares-3.76%2026-06-302026-08-07

NEM NEWMONT CORP2.9K shares0.00%2026-06-302026-08-07

CSX CSX CORP5.7K shares0.00%2026-06-302026-08-07

Sponsored

DIS DISNEY WALT CO2.7K shares0.00%2026-06-302026-08-07

ESGE ISHARES INC4.7K shares-28.77%2026-06-302026-08-07

WEC WEC ENERGY GROUP INC2.2K shares0.00%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS693 shares1.02%2026-06-302026-08-07

FLOT ISHARES TR4.8K shares0.00%2026-06-302026-08-07

NOBL PROSHARES TR4.2K shares97.40%2026-06-302026-08-07

PFE PFIZER INC9.9K shares0.00%2026-06-302026-08-07

SHEL SHELL PLC3.0K shares0.00%2026-06-302026-08-07

Sponsored

BMY BRISTOL-MYERS SQUIBB CO4.0K shares0.00%2026-06-302026-08-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC1.9K shares-25.76%2026-06-302026-08-07

B BARRICK MNG CORP6.0K shares0.00%2026-06-302026-08-07

FEZ SPDR INDEX SHS FDS3.1K sharesnew addition2026-06-302026-08-07

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN1.1K sharesnew addition2026-06-302026-08-07

EMR EMERSON ELEC CO1.4K sharesnew addition2026-06-302026-08-07

T AT&T INC10.0K shares-25.43%2026-06-302026-08-07

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC1.7K sharesnew addition2026-06-302026-08-07

Sponsored

IJT ISHARES TR1.2K sharesnew addition2026-06-302026-08-07

ACWV ISHARES INC1.7K shares0.00%2026-06-302026-08-07

ORACLE CORP ORACLE CORP1.4K shares0.14%2026-06-302026-08-07

HSY HERSHEY CO1.1K shares0.00%2026-06-302026-08-07

FIP FTAI INFRASTRUCTURE INC12.2K shares0.00%2026-06-302026-08-07

NVDA

NVIDIA CORPORATION

-1.81%

Shares532.7K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

-1.57%

Shares271.1K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

-0.30%

Shares133.4K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

3.51%

Shares55.0K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

-0.56%

Shares106.3K

Event2026-06-30

Filed2026-08-07

PANW

PALO ALTO NETWORKS INC

-0.75%

Shares69.4K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

-2.63%

Shares49.3K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

-2.18%

Shares31.8K

Event2026-06-30

Filed2026-08-07

WMB

WILLIAMS COS INC

-0.10%

Shares226.2K

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS INTL INC

-3.74%

Shares89.6K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

-0.13%

Shares43.1K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

-2.60%

Shares20.6K

Event2026-06-30

Filed2026-08-07

VISA INC

0.08%

Shares43.4K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

3.39%

Shares11.4K

Event2026-06-30

Filed2026-08-07

ORLY

OREILLY AUTOMOTIVE INC

-0.61%

Shares142.1K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

-1.30%

Shares17.2K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

2.07%

Shares31.3K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

0.54%

Shares12.5K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

-1.05%

Shares35.4K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

-0.12%

Shares81.7K

Event2026-06-30

Filed2026-08-07

MRVL

MARVELL TECHNOLOGY INC

29.74%

Shares37.0K

Event2026-06-30

Filed2026-08-07

APPLIED MATLS INC

-4.17%

Shares14.0K

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC

0.47%

Shares12.9K

Event2026-06-30

Filed2026-08-07

IWF

ISHARES TR

308.92%

Shares74.0K

Event2026-06-30

Filed2026-08-07

IWD

ISHARES TR

3.72%

Shares37.0K

Event2026-06-30

Filed2026-08-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

13.47%

Shares17.7K

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

-2.26%

Shares15.0K

Event2026-06-30

Filed2026-08-07

IWR

ISHARES TR

3.83%

Shares64.9K

Event2026-06-30

Filed2026-08-07

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares183.7K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

-1.16%

Shares26.2K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

-1.73%

Shares56.6K

Event2026-06-30

Filed2026-08-07

TJX

TJX COS INC NEW

-0.16%

Shares40.9K

Event2026-06-30

Filed2026-08-07

SHW

SHERWIN WILLIAMS CO

-3.54%

Shares18.0K

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

-2.12%

Shares81.3K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

-0.17%

Shares8.4K

Event2026-06-30

Filed2026-08-07

USMV

ISHARES TR

-3.67%

Shares56.8K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

-1.04%

Shares4.7K

Event2026-06-30

Filed2026-08-07

FFIN

FIRST FINL BANKSHARES INC

-2.36%

Shares139.3K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

-26.77%

Shares13.2K

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

1.11%

Shares4.5K

Event2026-06-30

Filed2026-08-07

NETFLIX INC.

-8.19%

Shares62.6K

Event2026-06-30

Filed2026-08-07

QUAL

ISHARES TR

-0.90%

Shares20.3K

Event2026-06-30

Filed2026-08-07

ROYAL BK CDA

0.00%

Shares21.4K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-3.52%

Shares8.8K

Event2026-06-30

Filed2026-08-07

ENERGY TRANSFER L P

0.00%

Shares188.9K

Event2026-06-30

Filed2026-08-07

SPSM

SPDR SERIES TRUST

0.20%

Shares60.4K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

-26.78%

Shares42.1K

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

0.00%

Shares15.0K

Event2026-06-30

Filed2026-08-07

QUANTA SVCS INC

-1.08%

Shares4.2K

Event2026-06-30

Filed2026-08-07

SBLK

STAR BULK CARRIERS CORP.

5.81%

Shares121.1K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

1.05%

Shares17.6K

Event2026-06-30

Filed2026-08-07

ARM

ARM HOLDINGS PLC

New

Shares8.2K

Event2026-06-30

Filed2026-08-07

KKR

KKR & CO INC

-2.61%

Shares31.6K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

New

Shares2.5K

Event2026-06-30

Filed2026-08-07

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares10.6K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

-33.11%

Shares10.5K

Event2026-06-30

Filed2026-08-07

IWB

ISHARES TR

-1.06%

Shares6.7K

Event2026-06-30

Filed2026-08-07

MDLZ

MONDELEZ INTL INC

0.00%

Shares47.1K

Event2026-06-30

Filed2026-08-07

MPLX

MPLX LP

0.00%

Shares46.7K

Event2026-06-30

Filed2026-08-07

USAC

USA COMPRESSION PARTNERS LP

0.00%

Shares92.1K

Event2026-06-30

Filed2026-08-07

ESGD

ISHARES TR

-0.74%

Shares23.4K

Event2026-06-30

Filed2026-08-07

FTAI

FTAI AVIATION LTD

0.00%

Shares8.4K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

36.63%

Shares15.8K

Event2026-06-30

Filed2026-08-07

WES

WESTERN MIDSTREAM PARTNERS L

0.00%

Shares49.9K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

3.51%

Shares5.0K

Event2026-06-30

Filed2026-08-07

DELL

DELL TECHNOLOGIES INC

60.15%

Shares4.7K

Event2026-06-30

Filed2026-08-07

EFA

ISHARES TR

38.33%

Shares19.0K

Event2026-06-30

Filed2026-08-07

TRGP

TARGA RES CORP

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-07

TXN

TEXAS INSTRS INC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-07

PSX

PHILLIPS 66

0.00%

Shares9.6K

Event2026-06-30

Filed2026-08-07

HESM

HESS MIDSTREAM LP

0.00%

Shares42.3K

Event2026-06-30

Filed2026-08-07

VICR

VICOR CORP

9.11%

Shares4.0K

Event2026-06-30

Filed2026-08-07

IVW

ISHARES TR

-1.70%

Shares10.9K

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESEARCH CORP

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-07

ODFL

OLD DOMINION FREIGHT LINE IN

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-07

ENB

ENBRIDGE INC

0.00%

Shares26.3K

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

-1.07%

Shares4.7K

Event2026-06-30

Filed2026-08-07

EQT

EQT CORP

-7.54%

Shares21.9K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

0.00%

Shares9.0K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

0.00%

Shares8.1K

Event2026-06-30

Filed2026-08-07

OKE

ONEOK INC NEW

-38.22%

Shares11.1K

Event2026-06-30

Filed2026-08-07

SNDK

SANDISK CORP

New

Shares421

Event2026-06-30

Filed2026-08-07

SPG

SIMON PPTY GROUP INC NEW

0.22%

Shares4.1K

Event2026-06-30

Filed2026-08-07

COP

CONOCOPHILLIPS

-4.24%

Shares8.3K

Event2026-06-30

Filed2026-08-07

QXO

QXO INC

3.58%

Shares46.7K

Event2026-06-30

Filed2026-08-07

GLW

CORNING INC

New

Shares3.0K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

-2.91%

Shares3.9K

Event2026-06-30

Filed2026-08-07

HCA

HCA HEALTHCARE INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-07

NUVEEN QUALITY MUNCP INCOME

0.00%

Shares57.1K

Event2026-06-30

Filed2026-08-07

IYH

ISHARES TR

0.00%

Shares10.1K

Event2026-06-30

Filed2026-08-07

CITIGROUP INC

-6.50%

Shares4.3K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

-54.99%

Shares3.9K

Event2026-06-30

Filed2026-08-07

HDV

ISHARES TR

341.92%

Shares20.8K

Event2026-06-30

Filed2026-08-07

ASO

ACADEMY SPORTS & OUTDOORS IN

-63.59%

Shares11.3K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-07

IYF

ISHARES TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-07

IYR

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

-16.55%

Shares2.0K

Event2026-06-30

Filed2026-08-07

DVY

ISHARES TR

-1.92%

Shares3.3K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-07

PARKER-HANNIFIN CORP

-8.29%

Shares498

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

-15.47%

Shares11.3K

Event2026-06-30

Filed2026-08-07

PROSPERITY BANCSHARES INC

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-07

IGSB

ISHARES TR

9.47%

Shares9.1K

Event2026-06-30

Filed2026-08-07

IBIT

ISHARES BITCOIN TRUST ETF

-42.92%

Shares14.1K

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

5.69%

Shares8.1K

Event2026-06-30

Filed2026-08-07

KMI

KINDER MORGAN INC DEL

-18.78%

Shares13.9K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-13.47%

Shares591

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

-59.88%

Shares3.1K

Event2026-06-30

Filed2026-08-07

LOW

LOWES COS INC

-15.36%

Shares1.9K

Event2026-06-30

Filed2026-08-07

PAA

PLAINS ALL AMERN PIPELINE L

0.00%

Shares18.6K

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABORATORIES

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

0.00%

Shares771

Event2026-06-30

Filed2026-08-07

CRCL

CIRCLE INTERNET GROUP INC

-55.06%

Shares5.9K

Event2026-06-30

Filed2026-08-07

IWM

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

LUNG

PULMONX CORP

0.00%

Shares264.0K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

0.00%

Shares911

Event2026-06-30

Filed2026-08-07

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-07

SBUX

STARBUCKS CORP

-23.47%

Shares3.2K

Event2026-06-30

Filed2026-08-07

IYJ

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-07

FTNT

FORTINET INC

New

Shares2.1K

Event2026-06-30

Filed2026-08-07

ALLY FINL INC

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-07

BND

VANGUARD BD INDEX FDS

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-07

BLK

BLACKROCK INC

-3.76%

Shares307

Event2026-06-30

Filed2026-08-07

NEM

NEWMONT CORP

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-07

CSX

CSX CORP

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-07

DIS

DISNEY WALT CO

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-07

ESGE

ISHARES INC

-28.77%

Shares4.7K

Event2026-06-30

Filed2026-08-07

WEC

WEC ENERGY GROUP INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

1.02%

Shares693

Event2026-06-30

Filed2026-08-07

FLOT

ISHARES TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-07

NOBL

PROSHARES TR

97.40%

Shares4.2K

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

0.00%

Shares9.9K

Event2026-06-30

Filed2026-08-07

SHEL

SHELL PLC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-07

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES INC

-25.76%

Shares1.9K

Event2026-06-30

Filed2026-08-07

BARRICK MNG CORP

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-07

FEZ

SPDR INDEX SHS FDS

New

Shares3.1K

Event2026-06-30

Filed2026-08-07

LIVE NATION ENTERTAINMENT IN

New

Shares1.1K

Event2026-06-30

Filed2026-08-07

EMR

EMERSON ELEC CO

New

Shares1.4K

Event2026-06-30

Filed2026-08-07

AT&T INC

-25.43%

Shares10.0K

Event2026-06-30

Filed2026-08-07

APOLLO GLOBAL MGMT INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-07

IJT

ISHARES TR

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

ACWV

ISHARES INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

0.14%

Shares1.4K

Event2026-06-30

Filed2026-08-07

HSY

HERSHEY CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

FIP

FTAI INFRASTRUCTURE INC

0.00%

Shares12.2K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available