Sponsored

The Analysis of Conservest Capital Advisors, Inc.'s Holdings & P&L

Currently, Conservest Capital Advisors, Inc. holds 132 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in GCOR (+83.2K shares, valued at $3.4M), VO (+41.3K shares, valued at $3.3M), CGSD (+116.0K shares, valued at $3.0M); decreased their positions in XLK (-33.5K shares, valued at $6.4M), IWB (-7.7K shares, valued at $3.2M), N/A (-3.4K shares, valued at $2.6M); initiated new positions in GCOR (+83.2K shares, valued at $3.4M), ITOT (+2.2K shares, valued at $366.1K), AMD (+612 shares, valued at $355.5K).

1M P&L

-3.4M-0.32%

3M P&L

+15.9M+1.55%

HY P&L

+63.2M+6.44%

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/A1.0B

97.3%

2Consumer Electronics5.7M

0.5%

3Internet Content & Information3.3M

0.3%

Top Industries by Stock Count

1N/A80 stocks

67.8%

2Semiconductors3 stocks

2.5%

3Software - Infrastructure3 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T236.4K shares-1.44%2026-06-302026-07-22

XLK SELECT SECTOR SPDR TR872.6K shares-3.70%2026-06-302026-07-22

MDY STATE STR SPDR S&P MIDCAP 40208.4K shares-1.56%2026-06-302026-07-22

JIRE J P MORGAN EXCHANGE TRADED F915.7K shares-0.12%2026-06-302026-07-22

XLV SELECT SECTOR SPDR TR468.2K shares-0.72%2026-06-302026-07-22

DGRO ISHARES TR796.3K shares0.36%2026-06-302026-07-22

IWB ISHARES TR122.5K shares-5.92%2026-06-302026-07-22

XLP SELECT SECTOR SPDR TR450.4K shares-5.19%2026-06-302026-07-22

Sponsored

QQQ INVESCO QQQ TR48.1K shares-1.53%2026-06-302026-07-22

CGW INVESCO EXCH TRADED FD TR II510.1K shares2.40%2026-06-302026-07-22

IJR ISHARES TR211.9K shares-0.23%2026-06-302026-07-22

VYM VANGUARD WHITEHALL FDS191.7K shares-3.19%2026-06-302026-07-22

DIA STATE STR SPDR DOW JONES IND48.6K shares-0.66%2026-06-302026-07-22

ISHARES TR ISHARES TR227.1K shares1.92%2026-06-302026-07-22

VNQ VANGUARD INDEX FDS182.6K shares-7.85%2026-06-302026-07-22

VCRB VANGUARD MALVERN FDS224.7K shares7.46%2026-06-302026-07-22

Sponsored

SGOV ISHARES TR167.5K shares-2.22%2026-06-302026-07-22

DFAS DIMENSIONAL ETF TRUST186.2K shares-0.22%2026-06-302026-07-22

VOX VANGUARD WORLD FD75.6K shares3.22%2026-06-302026-07-22

IWV ISHARES TR31.2K shares0.10%2026-06-302026-07-22

CGSD CAPITAL GRP FIXED INCM ETF T459.8K shares33.74%2026-06-302026-07-22

GLD SPDR GOLD TR30.7K shares2.01%2026-06-302026-07-22

XLC SELECT SECTOR SPDR TR100.2K shares7.13%2026-06-302026-07-22

SOXX ISHARES TR15.3K shares7.96%2026-06-302026-07-22

Sponsored

VGSH VANGUARD SCOTTSDALE FDS125.7K shares-3.37%2026-06-302026-07-22

VCSH VANGUARD SCOTTSDALE FDS81.4K shares19.64%2026-06-302026-07-22

AAPL APPLE INC19.5K shares5.27%2026-06-302026-07-22

ISHARES TR ISHARES TR54.4K shares-7.61%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS70.4K shares0.43%2026-06-302026-07-22

PHO INVESCO EXCHANGE TRADED FD T70.1K shares2.39%2026-06-302026-07-22

IYM ISHARES TR25.9K shares31.74%2026-06-302026-07-22

USFR WISDOMTREE TR88.9K shares41.03%2026-06-302026-07-22

Sponsored

VO VANGUARD INDEX FDS55.1K shares298.09%2026-06-302026-07-22

XBI SPDR SERIES TRUST27.8K shares-11.14%2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS17.6K shares-7.88%2026-06-302026-07-22

IWR ISHARES TR36.6K shares-28.80%2026-06-302026-07-22

BBH VANECK ETF TRUST19.8K shares-2.52%2026-06-302026-07-22

PAVE GLOBAL X FDS64.2K shares57.84%2026-06-302026-07-22

VTIP VANGUARD MALVERN FDS73.6K shares36.09%2026-06-302026-07-22

GCOR GOLDMAN SACHS ETF TR83.2K sharesnew addition2026-06-302026-07-22

Sponsored

IYW ISHARES TR13.3K shares-1.49%2026-06-302026-07-22

GNR SPDR INDEX SHS FDS47.2K shares3.83%2026-06-302026-07-22

MOO VANECK ETF TRUST36.9K shares-2.19%2026-06-302026-07-22

IYH ISHARES TR40.9K shares0.27%2026-06-302026-07-22

DFAE DIMENSIONAL ETF TRUST67.0K shares269.30%2026-06-302026-07-22

IYK ISHARES TR36.5K shares-1.93%2026-06-302026-07-22

EEMV ISHARES INC30.7K shares0.68%2026-06-302026-07-22

AMZN AMAZON COM INC9.4K shares7.50%2026-06-302026-07-22

Sponsored

LRCX LAM RESEARCH CORP4.8K shares-0.62%2026-06-302026-07-22

RSP INVESCO EXCHANGE TRADED FD T9.1K shares-0.32%2026-06-302026-07-22

XLB SELECT SECTOR SPDR TR36.7K shares-1.70%2026-06-302026-07-22

XSD SPDR SERIES TRUST2.9K shares4.85%2026-06-302026-07-22

NVDA NVIDIA CORPORATION8.9K shares25.18%2026-06-302026-07-22

VGT VANGUARD WORLD FD14.8K shares699.89%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F28.7K shares0.90%2026-06-302026-07-22

GOOG ALPHABET INC4.7K shares2.36%2026-06-302026-07-22

Sponsored

GOOGL ALPHABET INC4.6K shares4.49%2026-06-302026-07-22

EZU ISHARES INC21.4K shares1.47%2026-06-302026-07-22

IEMG ISHARES INC16.3K shares2.91%2026-06-302026-07-22

VUG VANGUARD INDEX FDS14.6K shares492.47%2026-06-302026-07-22

CVX CHEVRON CORPORATION7.3K shares0.89%2026-06-302026-07-22

MSFT MICROSOFT CORP3.2K shares14.21%2026-06-302026-07-22

SLV ISHARES SILVER TR21.0K shares-1.06%2026-06-302026-07-22

VTV VANGUARD INDEX FDS4.6K shares0.50%2026-06-302026-07-22

Sponsored

VB VANGUARD INDEX FDS3.2K shares-0.43%2026-06-302026-07-22

SPDR SERIES TRUST SPDR SERIES TRUST11.2K shares106.86%2026-06-302026-07-22

VHT VANGUARD WORLD FD3.2K shares2.64%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC1.6K shares5.25%2026-06-302026-07-22

ISHARES TR ISHARES TR1.2K shares0.00%2026-06-302026-07-22

CMCSA COMCAST CORP NEW36.9K shares-0.74%2026-06-302026-07-22

IJH ISHARES TR11.7K shares0.10%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS2.4K shares73.90%2026-06-302026-07-22

Sponsored

VDC VANGUARD WORLD FD3.8K shares-6.38%2026-06-302026-07-22

SDY SPDR SERIES TRUST5.6K shares-1.24%2026-06-302026-07-22

EEM ISHARES TR11.3K shares-9.34%2026-06-302026-07-22

IVW ISHARES TR5.6K shares0.00%2026-06-302026-07-22

SPMD SPDR SERIES TRUST9.6K shares106.09%2026-06-302026-07-22

BROADCOM INC BROADCOM INC1.7K shares53.50%2026-06-302026-07-22

XLRE SELECT SECTOR SPDR TR14.3K shares0.45%2026-06-302026-07-22

GMED GLOBUS MED INC7.7K shares-0.15%2026-06-302026-07-22

Sponsored

IWM ISHARES TR1.8K shares0.23%2026-06-302026-07-22

WMT WALMART INC4.6K shares3.50%2026-06-302026-07-22

PANW PALO ALTO NETWORKS INC1.5K shares-1.63%2026-06-302026-07-22

VSDM VANGUARD MUN BD FDS6.6K shares80.25%2026-06-302026-07-22

AON AON PLC1.4K shares-0.14%2026-06-302026-07-22

XLY SELECT SECTOR SPDR TR4.1K shares-8.09%2026-06-302026-07-22

IVE ISHARES TR2.1K shares0.00%2026-06-302026-07-22

SHOP SHOPIFY INC4.1K shares1.62%2026-06-302026-07-22

Sponsored

AIQ GLOBAL X FDS7.0K shares-4.95%2026-06-302026-07-22

HD HOME DEPOT INC1.3K shares-0.99%2026-06-302026-07-22

ET ENERGY TRANSFER L P23.3K shares-14.58%2026-06-302026-07-22

XLI SELECT SECTOR SPDR TR2.4K shares4.63%2026-06-302026-07-22

COP CONOCOPHILLIPS4.0K shares2.35%2026-06-302026-07-22

CAT CATERPILLAR INC385 shares6.35%2026-06-302026-07-22

SPYD SPDR SERIES TRUST8.5K shares-1.20%2026-06-302026-07-22

AMGN AMGEN INC1.1K shares3.14%2026-06-302026-07-22

Sponsored

VOO VANGUARD INDEX FDS566 shares0.00%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.2K shares8.20%2026-06-302026-07-22

PNC PNC FINL SVCS GROUP INC1.6K shares0.77%2026-06-302026-07-22

IBM INTERNATIONAL BUSINESS MACHS1.4K shares3.88%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL761 shares14.44%2026-06-302026-07-22

PPH VANECK ETF TRUST3.4K shares0.00%2026-06-302026-07-22

VCIT VANGUARD SCOTTSDALE FDS4.5K shares0.00%2026-06-302026-07-22

ITOT ISHARES TR2.2K sharesnew addition2026-06-302026-07-22

Sponsored

BITQ BITWISE FUNDS TRUST14.8K shares34.66%2026-06-302026-07-22

DE DEERE & CO563 shares2.74%2026-06-302026-07-22

AMD ADVANCED MICRO DEVICES INC612 sharesnew addition2026-06-302026-07-22

CMPS COMPASS PATHWAYS PLC25.0K shares-1.41%2026-06-302026-07-22

ABBVIE INC ABBVIE INC1.4K shares7.02%2026-06-302026-07-22

IGV ISHARES TR3.8K shares38.65%2026-06-302026-07-22

GTOP GOLDMAN SACHS ETF TR6.9K shares0.00%2026-06-302026-07-22

KMI KINDER MORGAN INC DEL10.4K shares2.94%2026-06-302026-07-22

Sponsored

VXUS VANGUARD STAR FDS3.9K sharesnew addition2026-06-302026-07-22

SCHD SCHWAB STRATEGIC TR10.3K shares0.93%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON1.3K shares8.02%2026-06-302026-07-22

CISCO SYS INC CISCO SYS INC2.6K sharesnew addition2026-06-302026-07-22

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION324 shares8.36%2026-06-302026-07-22

EPD ENTERPRISE PRODS PARTNERS L8.1K shares0.00%2026-06-302026-07-22

IXUS ISHARES TR3.0K sharesnew addition2026-06-302026-07-22

EOG EOG RES INC2.0K shares2.32%2026-06-302026-07-22

Sponsored

ETN EATON CORP PLC603 shares3.97%2026-06-302026-07-22

ORACLE CORP ORACLE CORP1.7K shares6.53%2026-06-302026-07-22

CRWV COREWEAVE INC2.5K sharesnew addition2026-06-302026-07-22

ED CONSOLIDATED EDISON INC2.2K shares2.16%2026-06-302026-07-22

LOW LOWES COS INC1.1K shares-3.78%2026-06-302026-07-22

VANECK ETF TRUST VANECK ETF TRUST3.1K shares0.00%2026-06-302026-07-22

INTC INTEL CORP1.7K sharesnew addition2026-06-302026-07-22

MCD MCDONALDS CORP837 shares0.12%2026-06-302026-07-22

Sponsored

GPN GLOBAL PMTS INC2.9K sharesnew addition2026-06-302026-07-22

VLUE ISHARES TR1.0K sharesnew addition2026-06-302026-07-22

GUTS FRACTYL HEALTH INC64.1K shares0.00%2026-06-302026-07-22

SACH SACHEM CAP CORP23.3K shares0.00%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T

-1.44%

Shares236.4K

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

-3.70%

Shares872.6K

Event2026-06-30

Filed2026-07-22

MDY

STATE STR SPDR S&P MIDCAP 40

-1.56%

Shares208.4K

Event2026-06-30

Filed2026-07-22

JIRE

J P MORGAN EXCHANGE TRADED F

-0.12%

Shares915.7K

Event2026-06-30

Filed2026-07-22

XLV

SELECT SECTOR SPDR TR

-0.72%

Shares468.2K

Event2026-06-30

Filed2026-07-22

DGRO

ISHARES TR

0.36%

Shares796.3K

Event2026-06-30

Filed2026-07-22

IWB

ISHARES TR

-5.92%

Shares122.5K

Event2026-06-30

Filed2026-07-22

XLP

SELECT SECTOR SPDR TR

-5.19%

Shares450.4K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

-1.53%

Shares48.1K

Event2026-06-30

Filed2026-07-22

CGW

INVESCO EXCH TRADED FD TR II

2.40%

Shares510.1K

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

-0.23%

Shares211.9K

Event2026-06-30

Filed2026-07-22

VYM

VANGUARD WHITEHALL FDS

-3.19%

Shares191.7K

Event2026-06-30

Filed2026-07-22

DIA

STATE STR SPDR DOW JONES IND

-0.66%

Shares48.6K

Event2026-06-30

Filed2026-07-22

ISHARES TR

1.92%

Shares227.1K

Event2026-06-30

Filed2026-07-22

VNQ

VANGUARD INDEX FDS

-7.85%

Shares182.6K

Event2026-06-30

Filed2026-07-22

VCRB

VANGUARD MALVERN FDS

7.46%

Shares224.7K

Event2026-06-30

Filed2026-07-22

SGOV

ISHARES TR

-2.22%

Shares167.5K

Event2026-06-30

Filed2026-07-22

DFAS

DIMENSIONAL ETF TRUST

-0.22%

Shares186.2K

Event2026-06-30

Filed2026-07-22

VOX

VANGUARD WORLD FD

3.22%

Shares75.6K

Event2026-06-30

Filed2026-07-22

IWV

ISHARES TR

0.10%

Shares31.2K

Event2026-06-30

Filed2026-07-22

CGSD

CAPITAL GRP FIXED INCM ETF T

33.74%

Shares459.8K

Event2026-06-30

Filed2026-07-22

GLD

SPDR GOLD TR

2.01%

Shares30.7K

Event2026-06-30

Filed2026-07-22

XLC

SELECT SECTOR SPDR TR

7.13%

Shares100.2K

Event2026-06-30

Filed2026-07-22

SOXX

ISHARES TR

7.96%

Shares15.3K

Event2026-06-30

Filed2026-07-22

VGSH

VANGUARD SCOTTSDALE FDS

-3.37%

Shares125.7K

Event2026-06-30

Filed2026-07-22

VCSH

VANGUARD SCOTTSDALE FDS

19.64%

Shares81.4K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

5.27%

Shares19.5K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-7.61%

Shares54.4K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

0.43%

Shares70.4K

Event2026-06-30

Filed2026-07-22

PHO

INVESCO EXCHANGE TRADED FD T

2.39%

Shares70.1K

Event2026-06-30

Filed2026-07-22

IYM

ISHARES TR

31.74%

Shares25.9K

Event2026-06-30

Filed2026-07-22

USFR

WISDOMTREE TR

41.03%

Shares88.9K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

298.09%

Shares55.1K

Event2026-06-30

Filed2026-07-22

XBI

SPDR SERIES TRUST

-11.14%

Shares27.8K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

-7.88%

Shares17.6K

Event2026-06-30

Filed2026-07-22

IWR

ISHARES TR

-28.80%

Shares36.6K

Event2026-06-30

Filed2026-07-22

BBH

VANECK ETF TRUST

-2.52%

Shares19.8K

Event2026-06-30

Filed2026-07-22

PAVE

GLOBAL X FDS

57.84%

Shares64.2K

Event2026-06-30

Filed2026-07-22

VTIP

VANGUARD MALVERN FDS

36.09%

Shares73.6K

Event2026-06-30

Filed2026-07-22

GCOR

GOLDMAN SACHS ETF TR

New

Shares83.2K

Event2026-06-30

Filed2026-07-22

IYW

ISHARES TR

-1.49%

Shares13.3K

Event2026-06-30

Filed2026-07-22

GNR

SPDR INDEX SHS FDS

3.83%

Shares47.2K

Event2026-06-30

Filed2026-07-22

MOO

VANECK ETF TRUST

-2.19%

Shares36.9K

Event2026-06-30

Filed2026-07-22

IYH

ISHARES TR

0.27%

Shares40.9K

Event2026-06-30

Filed2026-07-22

DFAE

DIMENSIONAL ETF TRUST

269.30%

Shares67.0K

Event2026-06-30

Filed2026-07-22

IYK

ISHARES TR

-1.93%

Shares36.5K

Event2026-06-30

Filed2026-07-22

EEMV

ISHARES INC

0.68%

Shares30.7K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

7.50%

Shares9.4K

Event2026-06-30

Filed2026-07-22

LRCX

LAM RESEARCH CORP

-0.62%

Shares4.8K

Event2026-06-30

Filed2026-07-22

RSP

INVESCO EXCHANGE TRADED FD T

-0.32%

Shares9.1K

Event2026-06-30

Filed2026-07-22

XLB

SELECT SECTOR SPDR TR

-1.70%

Shares36.7K

Event2026-06-30

Filed2026-07-22

XSD

SPDR SERIES TRUST

4.85%

Shares2.9K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

25.18%

Shares8.9K

Event2026-06-30

Filed2026-07-22

VGT

VANGUARD WORLD FD

699.89%

Shares14.8K

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

0.90%

Shares28.7K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

2.36%

Shares4.7K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

4.49%

Shares4.6K

Event2026-06-30

Filed2026-07-22

EZU

ISHARES INC

1.47%

Shares21.4K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

2.91%

Shares16.3K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

492.47%

Shares14.6K

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

0.89%

Shares7.3K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

14.21%

Shares3.2K

Event2026-06-30

Filed2026-07-22

SLV

ISHARES SILVER TR

-1.06%

Shares21.0K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

0.50%

Shares4.6K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-0.43%

Shares3.2K

Event2026-06-30

Filed2026-07-22

SPDR SERIES TRUST

106.86%

Shares11.2K

Event2026-06-30

Filed2026-07-22

VHT

VANGUARD WORLD FD

2.64%

Shares3.2K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

5.25%

Shares1.6K

Event2026-06-30

Filed2026-07-22

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

CMCSA

COMCAST CORP NEW

-0.74%

Shares36.9K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

0.10%

Shares11.7K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

73.90%

Shares2.4K

Event2026-06-30

Filed2026-07-22

VDC

VANGUARD WORLD FD

-6.38%

Shares3.8K

Event2026-06-30

Filed2026-07-22

SDY

SPDR SERIES TRUST

-1.24%

Shares5.6K

Event2026-06-30

Filed2026-07-22

EEM

ISHARES TR

-9.34%

Shares11.3K

Event2026-06-30

Filed2026-07-22

IVW

ISHARES TR

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-22

SPMD

SPDR SERIES TRUST

106.09%

Shares9.6K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

53.50%

Shares1.7K

Event2026-06-30

Filed2026-07-22

XLRE

SELECT SECTOR SPDR TR

0.45%

Shares14.3K

Event2026-06-30

Filed2026-07-22

GMED

GLOBUS MED INC

-0.15%

Shares7.7K

Event2026-06-30

Filed2026-07-22

IWM

ISHARES TR

0.23%

Shares1.8K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

3.50%

Shares4.6K

Event2026-06-30

Filed2026-07-22

PANW

PALO ALTO NETWORKS INC

-1.63%

Shares1.5K

Event2026-06-30

Filed2026-07-22

VSDM

VANGUARD MUN BD FDS

80.25%

Shares6.6K

Event2026-06-30

Filed2026-07-22

AON

AON PLC

-0.14%

Shares1.4K

Event2026-06-30

Filed2026-07-22

XLY

SELECT SECTOR SPDR TR

-8.09%

Shares4.1K

Event2026-06-30

Filed2026-07-22

IVE

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-22

SHOP

SHOPIFY INC

1.62%

Shares4.1K

Event2026-06-30

Filed2026-07-22

AIQ

GLOBAL X FDS

-4.95%

Shares7.0K

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

-0.99%

Shares1.3K

Event2026-06-30

Filed2026-07-22

ENERGY TRANSFER L P

-14.58%

Shares23.3K

Event2026-06-30

Filed2026-07-22

XLI

SELECT SECTOR SPDR TR

4.63%

Shares2.4K

Event2026-06-30

Filed2026-07-22

COP

CONOCOPHILLIPS

2.35%

Shares4.0K

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

6.35%

Shares385

Event2026-06-30

Filed2026-07-22

SPYD

SPDR SERIES TRUST

-1.20%

Shares8.5K

Event2026-06-30

Filed2026-07-22

AMGN

AMGEN INC

3.14%

Shares1.1K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

0.00%

Shares566

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

8.20%

Shares1.2K

Event2026-06-30

Filed2026-07-22

PNC

PNC FINL SVCS GROUP INC

0.77%

Shares1.6K

Event2026-06-30

Filed2026-07-22

IBM

INTERNATIONAL BUSINESS MACHS

3.88%

Shares1.4K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

14.44%

Shares761

Event2026-06-30

Filed2026-07-22

PPH

VANECK ETF TRUST

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-22

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-22

ITOT

ISHARES TR

New

Shares2.2K

Event2026-06-30

Filed2026-07-22

BITQ

BITWISE FUNDS TRUST

34.66%

Shares14.8K

Event2026-06-30

Filed2026-07-22

DEERE & CO

2.74%

Shares563

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

New

Shares612

Event2026-06-30

Filed2026-07-22

CMPS

COMPASS PATHWAYS PLC

-1.41%

Shares25.0K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

7.02%

Shares1.4K

Event2026-06-30

Filed2026-07-22

IGV

ISHARES TR

38.65%

Shares3.8K

Event2026-06-30

Filed2026-07-22

GTOP

GOLDMAN SACHS ETF TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-22

KMI

KINDER MORGAN INC DEL

2.94%

Shares10.4K

Event2026-06-30

Filed2026-07-22

VXUS

VANGUARD STAR FDS

New

Shares3.9K

Event2026-06-30

Filed2026-07-22

SCHD

SCHWAB STRATEGIC TR

0.93%

Shares10.3K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

8.02%

Shares1.3K

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

8.36%

Shares324

Event2026-06-30

Filed2026-07-22

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-22

IXUS

ISHARES TR

New

Shares3.0K

Event2026-06-30

Filed2026-07-22

EOG

EOG RES INC

2.32%

Shares2.0K

Event2026-06-30

Filed2026-07-22

ETN

EATON CORP PLC

3.97%

Shares603

Event2026-06-30

Filed2026-07-22

ORACLE CORP

6.53%

Shares1.7K

Event2026-06-30

Filed2026-07-22

CRWV

COREWEAVE INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-22

CONSOLIDATED EDISON INC

2.16%

Shares2.2K

Event2026-06-30

Filed2026-07-22

LOW

LOWES COS INC

-3.78%

Shares1.1K

Event2026-06-30

Filed2026-07-22

VANECK ETF TRUST

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

New

Shares1.7K

Event2026-06-30

Filed2026-07-22

MCD

MCDONALDS CORP

0.12%

Shares837

Event2026-06-30

Filed2026-07-22

GPN

GLOBAL PMTS INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-22

VLUE

ISHARES TR

New

Shares1.0K

Event2026-06-30

Filed2026-07-22

GUTS

FRACTYL HEALTH INC

0.00%

Shares64.1K

Event2026-06-30

Filed2026-07-22

SACH

SACHEM CAP CORP

0.00%

Shares23.3K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available