Sponsored

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

Currently, CMH Wealth Management LLC holds 117 types of securities in its portfolio with a total value $655.5M. In the most recent quarter, they have increased their positions in IGV (+80.5K shares, valued at $7.3M), IBB (+28.8K shares, valued at $5.5M), FBND (+54.1K shares, valued at $2.5M); decreased their positions in GEV (-4.7K shares, valued at $5.5M), N/A (-32.6K shares, valued at $3.2M), AMZN (-13.2K shares, valued at $3.1M); initiated new positions in IGV (+80.5K shares, valued at $7.3M), IBB (+28.8K shares, valued at $5.5M), N/A (+2.7K shares, valued at $600.2K).

1M P&L

+7.6M+1.39%

3M P&L

+15.9M+2.97%

HY P&L

+25.0M+4.75%

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/A274.4M

46.7%

2Software - Infrastructure47.2M

8.0%

3Internet Content & Information31.8M

5.4%

Top Industries by Stock Count

1N/A41 stocks

43.2%

2Drug Manufacturers - General5 stocks

5.3%

3Asset Management3 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOOGL ALPHABET INC88.9K shares1.38%2026-06-302026-07-09

MSFT MICROSOFT CORP74.3K shares-0.36%2026-06-302026-07-09

JPHY J P MORGAN EXCHANGE TRADED F537.4K shares6.20%2026-06-302026-07-09

AAPL APPLE INC87.2K shares-1.90%2026-06-302026-07-09

TMSL T ROWE PRICE EXCHANGE-TRADED522.6K shares3.61%2026-06-302026-07-09

MFSI MFS ACTIVE EXCHANGE TRADED F663.4K shares5.11%2026-06-302026-07-09

AMZN AMAZON COM INC89.6K shares-12.84%2026-06-302026-07-09

VFH VANGUARD WORLD FD150.8K shares3.80%2026-06-302026-07-09

Sponsored

PANW PALO ALTO NETWORKS INC57.2K shares-4.91%2026-06-302026-07-09

LLY ELI LILLY & CO14.4K shares2.19%2026-06-302026-07-09

SOXX ISHARES TR25.7K shares-2.66%2026-06-302026-07-09

BA BOEING CO71.6K shares4.24%2026-06-302026-07-09

ACWX ISHARES TR200.2K shares3.10%2026-06-302026-07-09

BROADCOM INC BROADCOM INC36.2K shares2.45%2026-06-302026-07-09

XLC SELECT SECTOR SPDR TR119.4K shares2.34%2026-06-302026-07-09

VRT VERTIV HOLDINGS CO37.8K shares0.57%2026-06-302026-07-09

Sponsored

VDE VANGUARD WORLD FD79.8K shares2.23%2026-06-302026-07-09

SMMD ISHARES TR127.1K shares1.67%2026-06-302026-07-09

GEV GE VERNOVA INC9.9K shares-32.21%2026-06-302026-07-09

XLV SELECT SECTOR SPDR TR72.6K shares1.99%2026-06-302026-07-09

TJX TJX COS INC NEW71.5K shares4.39%2026-06-302026-07-09

FBND FIDELITY MERRIMACK STR TR209.5K shares34.81%2026-06-302026-07-09

VDC VANGUARD WORLD FD41.6K shares2.76%2026-06-302026-07-09

VCIT VANGUARD SCOTTSDALE FDS111.8K shares-10.73%2026-06-302026-07-09

Sponsored

NVDA NVIDIA CORPORATION46.2K shares4.02%2026-06-302026-07-09

BLK BLACKROCK INC9.5K shares1.56%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO27.5K shares2.15%2026-06-302026-07-09

TCHP T ROWE PRICE EXCHANGE-TRADED157.6K shares7.63%2026-06-302026-07-09

PPA INVESCO EXCHANGE TRADED FD T43.0K shares3.63%2026-06-302026-07-09

VISA INC VISA INC22.0K shares2.80%2026-06-302026-07-09

IGV ISHARES TR80.5K sharesnew addition2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL13.6K shares0.58%2026-06-302026-07-09

Sponsored

SNOWFLAKE INC SNOWFLAKE INC26.6K shares-0.81%2026-06-302026-07-09

MASTERCARD INCORPORATED MASTERCARD INCORPORATED13.1K shares5.89%2026-06-302026-07-09

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR146.7K shares8.42%2026-06-302026-07-09

VNQ VANGUARD INDEX FDS68.6K shares4.99%2026-06-302026-07-09

TSLA TESLA INC14.7K shares-0.90%2026-06-302026-07-09

XLB SELECT SECTOR SPDR TR119.8K shares3.69%2026-06-302026-07-09

WMT WALMART INC53.3K shares7.17%2026-06-302026-07-09

SYK STRYKER CORPORATION18.3K shares8.20%2026-06-302026-07-09

Sponsored

XLI SELECT SECTOR SPDR TR31.0K shares-1.39%2026-06-302026-07-09

IBB ISHARES TR28.8K sharesnew addition2026-06-302026-07-09

ETN EATON CORP PLC12.5K shares-1.15%2026-06-302026-07-09

DHR DANAHER CORP DEL27.2K shares7.22%2026-06-302026-07-09

VONE VANGUARD SCOTTSDALE FDS15.3K shares-0.69%2026-06-302026-07-09

CRM SALESFORCE INC29.9K shares-3.41%2026-06-302026-07-09

SERVICENOW INC SERVICENOW INC43.3K shares-42.98%2026-06-302026-07-09

BX BLACKSTONE INC36.0K shares-9.82%2026-06-302026-07-09

Sponsored

JAVA J P MORGAN EXCHANGE TRADED F51.5K shares8.48%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON15.8K shares0.03%2026-06-302026-07-09

CAT CATERPILLAR INC3.5K shares-4.56%2026-06-302026-07-09

MRK MERCK & CO INC28.4K shares1.93%2026-06-302026-07-09

PG PROCTER & GAMBLE CO23.5K shares-1.88%2026-06-302026-07-09

UNP UNION PAC CORP11.9K shares-2.20%2026-06-302026-07-09

DE DEERE & CO4.9K shares-0.63%2026-06-302026-07-09

SCHA SCHWAB STRATEGIC TR85.6K shares3.63%2026-06-302026-07-09

Sponsored

TD TORONTO DOMINION BK ONT25.3K shares-17.44%2026-06-302026-07-09

ENB ENBRIDGE INC56.4K shares-9.58%2026-06-302026-07-09

OEF ISHARES TR8.3K shares4.71%2026-06-302026-07-09

CI THE CIGNA GROUP9.8K shares-10.63%2026-06-302026-07-09

ITW ILLINOIS TOOL WKS INC9.6K shares4.35%2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS35.8K shares4.37%2026-06-302026-07-09

CVX CHEVRON CORPORATION14.1K shares4.89%2026-06-302026-07-09

PEP PEPSICO INC17.2K shares1.33%2026-06-302026-07-09

Sponsored

SCHB SCHWAB STRATEGIC TR70.3K shares4.53%2026-06-302026-07-09

NVS NOVARTIS AG11.4K shares3.44%2026-06-302026-07-09

3M CO 3M CO10.9K shares-4.70%2026-06-302026-07-09

WPC WP CAREY INC23.7K shares-43.38%2026-06-302026-07-09

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4.1K shares5.27%2026-06-302026-07-09

RSPT INVESCO EXCHANGE TRADED FD T25.2K shares-3.68%2026-06-302026-07-09

RTX CORPORATION RTX CORPORATION7.8K shares6.29%2026-06-302026-07-09

LMT LOCKHEED MARTIN CORP2.9K shares7.49%2026-06-302026-07-09

Sponsored

EPD ENTERPRISE PRODS PARTNERS L39.6K shares-15.88%2026-06-302026-07-09

ISHARES TR ISHARES TR1.9K shares7.04%2026-06-302026-07-09

FDX FEDEX CORP4.4K shares6.11%2026-06-302026-07-09

PFE PFIZER INC56.0K shares-19.80%2026-06-302026-07-09

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION9.1K shares-1.44%2026-06-302026-07-09

PFF ISHARES TR40.4K shares-22.44%2026-06-302026-07-09

MEDTRONIC PLC MEDTRONIC PLC13.8K shares-18.62%2026-06-302026-07-09

R RYDER SYS INC4.1K shares-4.69%2026-06-302026-07-09

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS2.8K shares-0.87%2026-06-302026-07-09

DIS DISNEY WALT CO10.7K shares-28.95%2026-06-302026-07-09

VZ VERIZON COMMUNICATIONS INC24.0K shares-2.73%2026-06-302026-07-09

ABT ABBOTT LABORATORIES10.9K shares5.50%2026-06-302026-07-09

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.2K shares-2.55%2026-06-302026-07-09

EMR EMERSON ELEC CO6.1K shares0.13%2026-06-302026-07-09

SCHD SCHWAB STRATEGIC TR27.3K shares-1.62%2026-06-302026-07-09

RPM RPM INTL INC6.9K shares0.00%2026-06-302026-07-09

Sponsored

SCHM SCHWAB STRATEGIC TR20.6K shares2.61%2026-06-302026-07-09

DEO DIAGEO PLC9.2K shares-55.50%2026-06-302026-07-09

HTGC HERCULES CAPITAL INC46.3K shares-28.95%2026-06-302026-07-09

UL UNILEVER PLC12.1K shares-28.33%2026-06-302026-07-09

VCSH VANGUARD SCOTTSDALE FDS8.6K shares-44.35%2026-06-302026-07-09

HONEYWELL INTL INC HONEYWELL INTL INC2.7K sharesnew addition2026-06-302026-07-09

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC2.7K sharesnew addition2026-06-302026-07-09

LHX L3HARRIS TECHNOLOGIES INC2.0K shares0.00%2026-06-302026-07-09

Sponsored

IWB ISHARES TR1.2K shares0.00%2026-06-302026-07-09

GIS GENERAL MILLS INC14.4K shares-60.89%2026-06-302026-07-09

QQQ INVESCO QQQ TR651 shares-3.70%2026-06-302026-07-09

XLF SELECT SECTOR SPDR TR8.2K shares-1.21%2026-06-302026-07-09

TMO THERMO FISHER SCIENTIFIC INC773 shares0.78%2026-06-302026-07-09

KO COCA COLA CO4.7K shares-3.34%2026-06-302026-07-09

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC2.6K shares-18.98%2026-06-302026-07-09

VGT VANGUARD WORLD FD3.0K shares679.22%2026-06-302026-07-09

Sponsored

VV VANGUARD INDEX FDS1.0K shares0.00%2026-06-302026-07-09

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC2.1K sharesnew addition2026-06-302026-07-09

HD HOME DEPOT INC888 shares1.60%2026-06-302026-07-09

UPS UNITED PARCEL SVCS INC2.6K shares-10.05%2026-06-302026-07-09

VO VANGUARD INDEX FDS3.2K shares300.00%2026-06-302026-07-09

MCO MOODYS CORP536 shares0.56%2026-06-302026-07-09

IJR ISHARES TR1.6K sharesnew addition2026-06-302026-07-09

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.1K shares-1.63%2026-06-302026-07-09

Sponsored

ORACLE CORP ORACLE CORP1.6K shares-11.72%2026-06-302026-07-09

VEU VANGUARD INTL EQUITY INDEX F2.6K sharesnew addition2026-06-302026-07-09

NEXTERA ENERGY INC NEXTERA ENERGY INC2.4K shares1.29%2026-06-302026-07-09

VB VANGUARD INDEX FDS675 sharesnew addition2026-06-302026-07-09

XLY SELECT SECTOR SPDR TR1.7K sharesnew addition2026-06-302026-07-09

GOOGL

ALPHABET INC

1.38%

Shares88.9K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

-0.36%

Shares74.3K

Event2026-06-30

Filed2026-07-09

JPHY

J P MORGAN EXCHANGE TRADED F

6.20%

Shares537.4K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-1.90%

Shares87.2K

Event2026-06-30

Filed2026-07-09

TMSL

T ROWE PRICE EXCHANGE-TRADED

3.61%

Shares522.6K

Event2026-06-30

Filed2026-07-09

MFSI

MFS ACTIVE EXCHANGE TRADED F

5.11%

Shares663.4K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

-12.84%

Shares89.6K

Event2026-06-30

Filed2026-07-09

VFH

VANGUARD WORLD FD

3.80%

Shares150.8K

Event2026-06-30

Filed2026-07-09

PANW

PALO ALTO NETWORKS INC

-4.91%

Shares57.2K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

2.19%

Shares14.4K

Event2026-06-30

Filed2026-07-09

SOXX

ISHARES TR

-2.66%

Shares25.7K

Event2026-06-30

Filed2026-07-09

BOEING CO

4.24%

Shares71.6K

Event2026-06-30

Filed2026-07-09

ACWX

ISHARES TR

3.10%

Shares200.2K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

2.45%

Shares36.2K

Event2026-06-30

Filed2026-07-09

XLC

SELECT SECTOR SPDR TR

2.34%

Shares119.4K

Event2026-06-30

Filed2026-07-09

VRT

VERTIV HOLDINGS CO

0.57%

Shares37.8K

Event2026-06-30

Filed2026-07-09

VDE

VANGUARD WORLD FD

2.23%

Shares79.8K

Event2026-06-30

Filed2026-07-09

SMMD

ISHARES TR

1.67%

Shares127.1K

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC

-32.21%

Shares9.9K

Event2026-06-30

Filed2026-07-09

XLV

SELECT SECTOR SPDR TR

1.99%

Shares72.6K

Event2026-06-30

Filed2026-07-09

TJX

TJX COS INC NEW

4.39%

Shares71.5K

Event2026-06-30

Filed2026-07-09

FBND

FIDELITY MERRIMACK STR TR

34.81%

Shares209.5K

Event2026-06-30

Filed2026-07-09

VDC

VANGUARD WORLD FD

2.76%

Shares41.6K

Event2026-06-30

Filed2026-07-09

VCIT

VANGUARD SCOTTSDALE FDS

-10.73%

Shares111.8K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

4.02%

Shares46.2K

Event2026-06-30

Filed2026-07-09

BLK

BLACKROCK INC

1.56%

Shares9.5K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

2.15%

Shares27.5K

Event2026-06-30

Filed2026-07-09

TCHP

T ROWE PRICE EXCHANGE-TRADED

7.63%

Shares157.6K

Event2026-06-30

Filed2026-07-09

PPA

INVESCO EXCHANGE TRADED FD T

3.63%

Shares43.0K

Event2026-06-30

Filed2026-07-09

VISA INC

2.80%

Shares22.0K

Event2026-06-30

Filed2026-07-09

IGV

ISHARES TR

New

Shares80.5K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.58%

Shares13.6K

Event2026-06-30

Filed2026-07-09

SNOWFLAKE INC

-0.81%

Shares26.6K

Event2026-06-30

Filed2026-07-09

MASTERCARD INCORPORATED

5.89%

Shares13.1K

Event2026-06-30

Filed2026-07-09

SELECT SECTOR SPDR TR

8.42%

Shares146.7K

Event2026-06-30

Filed2026-07-09

VNQ

VANGUARD INDEX FDS

4.99%

Shares68.6K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

-0.90%

Shares14.7K

Event2026-06-30

Filed2026-07-09

XLB

SELECT SECTOR SPDR TR

3.69%

Shares119.8K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

7.17%

Shares53.3K

Event2026-06-30

Filed2026-07-09

SYK

STRYKER CORPORATION

8.20%

Shares18.3K

Event2026-06-30

Filed2026-07-09

XLI

SELECT SECTOR SPDR TR

-1.39%

Shares31.0K

Event2026-06-30

Filed2026-07-09

IBB

ISHARES TR

New

Shares28.8K

Event2026-06-30

Filed2026-07-09

ETN

EATON CORP PLC

-1.15%

Shares12.5K

Event2026-06-30

Filed2026-07-09

DHR

DANAHER CORP DEL

7.22%

Shares27.2K

Event2026-06-30

Filed2026-07-09

VONE

VANGUARD SCOTTSDALE FDS

-0.69%

Shares15.3K

Event2026-06-30

Filed2026-07-09

CRM

SALESFORCE INC

-3.41%

Shares29.9K

Event2026-06-30

Filed2026-07-09

SERVICENOW INC

-42.98%

Shares43.3K

Event2026-06-30

Filed2026-07-09

BLACKSTONE INC

-9.82%

Shares36.0K

Event2026-06-30

Filed2026-07-09

JAVA

J P MORGAN EXCHANGE TRADED F

8.48%

Shares51.5K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

0.03%

Shares15.8K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC

-4.56%

Shares3.5K

Event2026-06-30

Filed2026-07-09

MRK

MERCK & CO INC

1.93%

Shares28.4K

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO

-1.88%

Shares23.5K

Event2026-06-30

Filed2026-07-09

UNP

UNION PAC CORP

-2.20%

Shares11.9K

Event2026-06-30

Filed2026-07-09

DEERE & CO

-0.63%

Shares4.9K

Event2026-06-30

Filed2026-07-09

SCHA

SCHWAB STRATEGIC TR

3.63%

Shares85.6K

Event2026-06-30

Filed2026-07-09

TORONTO DOMINION BK ONT

-17.44%

Shares25.3K

Event2026-06-30

Filed2026-07-09

ENB

ENBRIDGE INC

-9.58%

Shares56.4K

Event2026-06-30

Filed2026-07-09

OEF

ISHARES TR

4.71%

Shares8.3K

Event2026-06-30

Filed2026-07-09

THE CIGNA GROUP

-10.63%

Shares9.8K

Event2026-06-30

Filed2026-07-09

ITW

ILLINOIS TOOL WKS INC

4.35%

Shares9.6K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

4.37%

Shares35.8K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION

4.89%

Shares14.1K

Event2026-06-30

Filed2026-07-09

PEP

PEPSICO INC

1.33%

Shares17.2K

Event2026-06-30

Filed2026-07-09

SCHB

SCHWAB STRATEGIC TR

4.53%

Shares70.3K

Event2026-06-30

Filed2026-07-09

NVS

NOVARTIS AG

3.44%

Shares11.4K

Event2026-06-30

Filed2026-07-09

3M CO

-4.70%

Shares10.9K

Event2026-06-30

Filed2026-07-09

WPC

WP CAREY INC

-43.38%

Shares23.7K

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP INC

5.27%

Shares4.1K

Event2026-06-30

Filed2026-07-09

RSPT

INVESCO EXCHANGE TRADED FD T

-3.68%

Shares25.2K

Event2026-06-30

Filed2026-07-09

RTX CORPORATION

6.29%

Shares7.8K

Event2026-06-30

Filed2026-07-09

LMT

LOCKHEED MARTIN CORP

7.49%

Shares2.9K

Event2026-06-30

Filed2026-07-09

EPD

ENTERPRISE PRODS PARTNERS L

-15.88%

Shares39.6K

Event2026-06-30

Filed2026-07-09

ISHARES TR

7.04%

Shares1.9K

Event2026-06-30

Filed2026-07-09

FDX

FEDEX CORP

6.11%

Shares4.4K

Event2026-06-30

Filed2026-07-09

PFE

PFIZER INC

-19.80%

Shares56.0K

Event2026-06-30

Filed2026-07-09

JOHNSON CONTROLS INTERNATION

-1.44%

Shares9.1K

Event2026-06-30

Filed2026-07-09

PFF

ISHARES TR

-22.44%

Shares40.4K

Event2026-06-30

Filed2026-07-09

MEDTRONIC PLC

-18.62%

Shares13.8K

Event2026-06-30

Filed2026-07-09

RYDER SYS INC

-4.69%

Shares4.1K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

-0.87%

Shares2.8K

Event2026-06-30

Filed2026-07-09

DIS

DISNEY WALT CO

-28.95%

Shares10.7K

Event2026-06-30

Filed2026-07-09

VERIZON COMMUNICATIONS INC

-2.73%

Shares24.0K

Event2026-06-30

Filed2026-07-09

ABT

ABBOTT LABORATORIES

5.50%

Shares10.9K

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

-2.55%

Shares1.2K

Event2026-06-30

Filed2026-07-09

EMR

EMERSON ELEC CO

0.13%

Shares6.1K

Event2026-06-30

Filed2026-07-09

SCHD

SCHWAB STRATEGIC TR

-1.62%

Shares27.3K

Event2026-06-30

Filed2026-07-09

RPM

RPM INTL INC

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-09

SCHM

SCHWAB STRATEGIC TR

2.61%

Shares20.6K

Event2026-06-30

Filed2026-07-09

DEO

DIAGEO PLC

-55.50%

Shares9.2K

Event2026-06-30

Filed2026-07-09

HTGC

HERCULES CAPITAL INC

-28.95%

Shares46.3K

Event2026-06-30

Filed2026-07-09

UNILEVER PLC

-28.33%

Shares12.1K

Event2026-06-30

Filed2026-07-09

VCSH

VANGUARD SCOTTSDALE FDS

-44.35%

Shares8.6K

Event2026-06-30

Filed2026-07-09

HONEYWELL INTL INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-09

HONEYWELL AEROSPACE INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-09

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-09

IWB

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

GIS

GENERAL MILLS INC

-60.89%

Shares14.4K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

-3.70%

Shares651

Event2026-06-30

Filed2026-07-09

XLF

SELECT SECTOR SPDR TR

-1.21%

Shares8.2K

Event2026-06-30

Filed2026-07-09

TMO

THERMO FISHER SCIENTIFIC INC

0.78%

Shares773

Event2026-06-30

Filed2026-07-09

COCA COLA CO

-3.34%

Shares4.7K

Event2026-06-30

Filed2026-07-09

CONSTELLATION BRANDS INC

-18.98%

Shares2.6K

Event2026-06-30

Filed2026-07-09

VGT

VANGUARD WORLD FD

679.22%

Shares3.0K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

FEDEX FGHT HLDG CO INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC

1.60%

Shares888

Event2026-06-30

Filed2026-07-09

UPS

UNITED PARCEL SVCS INC

-10.05%

Shares2.6K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

300.00%

Shares3.2K

Event2026-06-30

Filed2026-07-09

MCO

MOODYS CORP

0.56%

Shares536

Event2026-06-30

Filed2026-07-09

IJR

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-07-09

PALANTIR TECHNOLOGIES INC

-1.63%

Shares2.1K

Event2026-06-30

Filed2026-07-09

ORACLE CORP

-11.72%

Shares1.6K

Event2026-06-30

Filed2026-07-09

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares2.6K

Event2026-06-30

Filed2026-07-09

NEXTERA ENERGY INC

1.29%

Shares2.4K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

New

Shares675

Event2026-06-30

Filed2026-07-09

XLY

SELECT SECTOR SPDR TR

New

Shares1.7K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available