Sponsored

The Analysis of CURA WEALTH ADVISORS, LLC's Holdings & P&L

Currently, CURA WEALTH ADVISORS, LLC holds 140 types of securities in its portfolio with a total value $234.3M. In the most recent quarter, they have increased their positions in VUG (+7.1K shares, valued at $608.3K), MU (+460 shares, valued at $530.9K), VGT (+4.1K shares, valued at $491.9K); decreased their positions in ARI (-161.4K shares, valued at $1.7M), FSK (-132.5K shares, valued at $1.4M), MFIC (-101.1K shares, valued at $1.0M); initiated new positions in MU (+460 shares, valued at $530.9K), OKTA (+2.5K shares, valued at $341.1K), RBRK (+4.1K shares, valued at $328.3K).

1M P&L

-639.9K-0.48%

3M P&L

+8.1M+6.53%

HY P&L

+3.6M+2.82%

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/A44.6M

31.8%

2Asset Management30.4M

21.7%

3Medical Devices20.7M

14.8%

Top Industries by Stock Count

1N/A45 stocks

38.8%

2Asset Management7 stocks

6.0%

3REIT - Mortgage5 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ABBVIE INC ABBVIE INC289.9K shares-1.06%2026-06-302026-08-06

FSK FS KKR CAP CORP2.1M shares-5.85%2026-06-302026-08-06

ABT ABBOTT LABORATORIES228.0K shares-0.72%2026-06-302026-08-06

VT VANGUARD INTL EQUITY INDEX F40.6K shares0.94%2026-06-302026-08-06

MFIC MIDCAP FINANCIAL INVSTMNT CO512.8K shares-16.47%2026-06-302026-08-06

AAPL APPLE INC14.9K shares2.34%2026-06-302026-08-06

ACRE ARES COML REAL ESTATE CORP902.2K shares-0.38%2026-06-302026-08-06

GDXJ VANECK ETF TRUST39.1K shares3.44%2026-06-302026-08-06

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS10.3K shares5.49%2026-06-302026-08-06

NEA NUVEEN AMT FREE QLTY MUN INC302.0K shares0.00%2026-06-302026-08-06

SGOV ISHARES TR31.0K shares5.19%2026-06-302026-08-06

MQY BLACKROCK MUNIYILD QULT FD I269.0K shares-0.37%2026-06-302026-08-06

ARI APOLLO COML REAL ESTATE FIN275.8K shares-36.91%2026-06-302026-08-06

GPMT GRANITE PT MTG TR INC1.8M shares-5.45%2026-06-302026-08-06

EIM EATON VANCE MUN BD FD254.1K shares0.00%2026-06-302026-08-06

MSFT MICROSOFT CORP6.6K shares9.59%2026-06-302026-08-06

Sponsored

ALPS ETF TR ALPS ETF TR44.0K shares2.77%2026-06-302026-08-06

NVDA NVIDIA CORPORATION9.8K shares12.63%2026-06-302026-08-06

ISHARES TR ISHARES TR2.6K shares-0.08%2026-06-302026-08-06

VXUS VANGUARD STAR FDS20.2K shares28.71%2026-06-302026-08-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND13.8K shares-2.33%2026-06-302026-08-06

VOO VANGUARD INDEX FDS2.5K shares9.32%2026-06-302026-08-06

AMZN AMAZON COM INC7.1K shares7.09%2026-06-302026-08-06

GOOGL ALPHABET INC4.5K shares1.17%2026-06-302026-08-06

Sponsored

GBDC GOLUB CAP BDC INC120.2K shares0.00%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL3.0K shares2.43%2026-06-302026-08-06

NUVEEN QUALITY MUNCP INCOME NUVEEN QUALITY MUNCP INCOME110.0K shares0.00%2026-06-302026-08-06

GBTC GRAYSCALE BITCOIN TRUST ETF27.3K shares0.00%2026-06-302026-08-06

SCHX SCHWAB STRATEGIC TR39.3K shares1.56%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.5K shares2.01%2026-06-302026-08-06

KYN KAYNE ANDERSON ENERGY INFRST79.0K shares0.01%2026-06-302026-08-06

IDEXX LABS INC IDEXX LABS INC2.1K shares-1.05%2026-06-302026-08-06

Sponsored

DUK DUKE ENERGY CORP NEW8.6K shares-0.29%2026-06-302026-08-06

QQQ INVESCO QQQ TR1.5K shares2.87%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC1.9K shares2.67%2026-06-302026-08-06

AMJB JPMORGAN CHASE FINL CO LLC31.1K shares-1.58%2026-06-302026-08-06

ORACLE CORP ORACLE CORP7.0K shares-1.33%2026-06-302026-08-06

BP BP PLC27.6K shares0.00%2026-06-302026-08-06

VANECK ETF TRUST VANECK ETF TRUST13.3K shares0.65%2026-06-302026-08-06

PANW PALO ALTO NETWORKS INC2.7K shares0.07%2026-06-302026-08-06

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC7.9K shares-4.28%2026-06-302026-08-06

INTC INTEL CORP6.3K shares-15.20%2026-06-302026-08-06

VWO VANGUARD INTL EQUITY INDEX F14.0K shares0.02%2026-06-302026-08-06

SHEL SHELL PLC10.6K shares-0.05%2026-06-302026-08-06

KMI KINDER MORGAN INC DEL25.3K shares2.64%2026-06-302026-08-06

VONG VANGUARD SCOTTSDALE FDS6.1K shares1.09%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON3.0K shares0.97%2026-06-302026-08-06

VUG VANGUARD INDEX FDS8.5K shares490.42%2026-06-302026-08-06

Sponsored

LLY ELI LILLY & CO602 shares5.61%2026-06-302026-08-06

NBH NEUBERGER MUN FD INC68.0K shares0.00%2026-06-302026-08-06

KREF KKR REAL ESTATE FIN TR INC100.8K shares0.24%2026-06-302026-08-06

NTRS NORTHERN TR CORP3.9K shares-4.93%2026-06-302026-08-06

GOOG ALPHABET INC1.9K shares7.33%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.0K shares0.80%2026-06-302026-08-06

VYMI VANGUARD WHITEHALL FDS6.5K shares0.00%2026-06-302026-08-06

VYM VANGUARD WHITEHALL FDS3.9K shares0.00%2026-06-302026-08-06

Sponsored

VGT VANGUARD WORLD FD4.7K shares700.00%2026-06-302026-08-06

BXMT BLACKSTONE MORTGAGE TRUST IN32.2K shares-0.31%2026-06-302026-08-06

SCHD SCHWAB STRATEGIC TR17.0K shares2.22%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC460 sharesnew addition2026-06-302026-08-06

PDI PIMCO DYNAMIC INCOME FD31.6K shares0.88%2026-06-302026-08-06

BROADCOM INC BROADCOM INC1.3K shares18.02%2026-06-302026-08-06

PFE PFIZER INC21.1K shares5.84%2026-06-302026-08-06

VEA VANGUARD TAX-MANAGED FDS7.0K shares9.96%2026-06-302026-08-06

Sponsored

BEPC BROOKFIELD RENEWABLE CORP13.4K shares0.00%2026-06-302026-08-06

RSP INVESCO EXCHANGE TRADED FD T2.3K shares-35.28%2026-06-302026-08-06

NKE NIKE INC11.5K shares0.00%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP3.3K shares7.01%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS1.8K shares-4.53%2026-06-302026-08-06

TXN TEXAS INSTRS INC1.4K shares10.33%2026-06-302026-08-06

VISA INC VISA INC1.2K shares-4.70%2026-06-302026-08-06

VRTX VERTEX PHARMACEUTICALS INC803 shares5.66%2026-06-302026-08-06

Sponsored

EVRG EVERGY INC4.5K shares0.85%2026-06-302026-08-06

ETHE GRAYSCALE ETHEREUM STAKING E29.6K shares-0.84%2026-06-302026-08-06

HD HOME DEPOT INC1.1K shares7.70%2026-06-302026-08-06

HWM HOWMET AEROSPACE INC1.4K shares0.00%2026-06-302026-08-06

ICLN ISHARES TR17.9K shares-6.05%2026-06-302026-08-06

VGK VANGUARD INTL EQUITY INDEX F3.9K shares0.00%2026-06-302026-08-06

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW6.4K shares0.00%2026-06-302026-08-06

MRK MERCK & CO INC2.7K shares2.11%2026-06-302026-08-06

Sponsored

OKTA OKTA INC2.5K sharesnew addition2026-06-302026-08-06

HEDJ WISDOMTREE TR6.0K shares0.00%2026-06-302026-08-06

XDTE ROUNDHILL ETF TRUST8.6K shares0.00%2026-06-302026-08-06

APH AMPHENOL CORP1.9K shares2.26%2026-06-302026-08-06

XLE SELECT SECTOR SPDR TR6.2K shares47.47%2026-06-302026-08-06

RBRK RUBRIK INC.4.1K sharesnew addition2026-06-302026-08-06

EVV EATON VANCE LIMITED DURATION34.9K shares1.49%2026-06-302026-08-06

VRT VERTIV HOLDINGS CO973 shares-4.61%2026-06-302026-08-06

Sponsored

ACWI ISHARES TR2.1K shares0.00%2026-06-302026-08-06

LIN LINDE PLC621 shares0.00%2026-06-302026-08-06

HACK AMPLIFY ETF TR3.0K shares0.00%2026-06-302026-08-06

CVX CHEVRON CORPORATION1.9K shares13.39%2026-06-302026-08-06

COIN COINBASE GLOBAL INC2.1K shares-23.07%2026-06-302026-08-06

VIGI VANGUARD WHITEHALL FDS3.2K shares0.16%2026-06-302026-08-06

GLD SPDR GOLD TR807 shares0.12%2026-06-302026-08-06

ANET ARISTA NETWORKS INC1.7K shares3.07%2026-06-302026-08-06

Sponsored

ITA ISHARES TR1.2K shares19.02%2026-06-302026-08-06

GEV GE VERNOVA INC250 sharesnew addition2026-06-302026-08-06

NVS NOVARTIS AG1.9K shares0.00%2026-06-302026-08-06

PYLD PIMCO ETF TR11.0K sharesnew addition2026-06-302026-08-06

CEG CONSTELLATION ENERGY CORP1.2K shares-2.04%2026-06-302026-08-06

SLB SLB LIMITED6.1K shares0.00%2026-06-302026-08-06

ET ENERGY TRANSFER L P14.6K shares0.30%2026-06-302026-08-06

GE GE AEROSPACE745 sharesnew addition2026-06-302026-08-06

Sponsored

IWM ISHARES TR921 shares0.00%2026-06-302026-08-06

GNR SPDR INDEX SHS FDS4.0K shares0.00%2026-06-302026-08-06

BX BLACKSTONE INC2.3K shares4.02%2026-06-302026-08-06

KO COCA COLA CO3.2K shares-0.12%2026-06-302026-08-06

MNST MONSTER BEVERAGE CORP NEW2.7K sharesnew addition2026-06-302026-08-06

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR5.7K sharesnew addition2026-06-302026-08-06

TSLA TESLA INC608 sharesnew addition2026-06-302026-08-06

BA BOEING CO1.2K shares12.55%2026-06-302026-08-06

Sponsored

MCD MCDONALDS CORP924 shares-9.14%2026-06-302026-08-06

CHUBB LIMITED CHUBB LIMITED719 shares-3.88%2026-06-302026-08-06

FTMH PUTNAM ETF TRUST20.3K shares1.14%2026-06-302026-08-06

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC548 sharesnew addition2026-06-302026-08-06

HIMS HIMS & HERS HEALTH INC6.5K sharesnew addition2026-06-302026-08-06

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC295 sharesnew addition2026-06-302026-08-06

EQNR EQUINOR ASA7.1K shares0.00%2026-06-302026-08-06

OKE ONEOK INC NEW2.6K shares12.79%2026-06-302026-08-06

Sponsored

WFC WELLS FARGO & CO2.7K sharesnew addition2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC2.5K shares0.00%2026-06-302026-08-06

TDG TRANSDIGM GROUP INC164 sharesnew addition2026-06-302026-08-06

BLK BLACKROCK INC226 sharesnew addition2026-06-302026-08-06

CRM SALESFORCE INC1.4K shares-6.89%2026-06-302026-08-06

IXC ISHARES TR4.3K shares0.00%2026-06-302026-08-06

S&P GLOBAL INC S&P GLOBAL INC516 sharesnew addition2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS740 sharesnew addition2026-06-302026-08-06

Sponsored

CCL CARNIVAL CORP LTD7.2K sharesnew addition2026-06-302026-08-06

MKL MARKEL GROUP INC104 sharesnew addition2026-06-302026-08-06

LMT LOCKHEED MARTIN CORP393 shares-4.15%2026-06-302026-08-06

DSL DOUBLELINE INCOME SOLUTIONS17.2K shares0.00%2026-06-302026-08-06

TSSI TSS INC DEL10.0K shares0.08%2026-06-302026-08-06

CCIF CARLYLE CREDIT INCOME FUND35.7K shares0.00%2026-06-302026-08-06

CRGY CRESCENT ENERGY COMPANY10.1K shares0.00%2026-06-302026-08-06

OXLC OXFORD LANE CAP CORP10.2K shares0.00%2026-06-302026-08-06

Sponsored

NHS NEUBERGER HIGH YIELD ST FD I12.3K shares0.00%2026-06-302026-08-06

ABUS ARBUTUS BIOPHARMA CORP15.0K shares0.00%2026-06-302026-08-06

KEEL INFRASTRUCTURE CORP KEEL INFRASTRUCTURE CORP10.0K sharesnew addition2026-06-302026-08-06

TLSI TRISALUS LIFE SCIENCES INC10.0K sharesnew addition2026-06-302026-08-06

ABBVIE INC

-1.06%

Shares289.9K

Event2026-06-30

Filed2026-08-06

FSK

FS KKR CAP CORP

-5.85%

Shares2.1M

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

-0.72%

Shares228.0K

Event2026-06-30

Filed2026-08-06

VANGUARD INTL EQUITY INDEX F

0.94%

Shares40.6K

Event2026-06-30

Filed2026-08-06

MFIC

MIDCAP FINANCIAL INVSTMNT CO

-16.47%

Shares512.8K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

2.34%

Shares14.9K

Event2026-06-30

Filed2026-08-06

ACRE

ARES COML REAL ESTATE CORP

-0.38%

Shares902.2K

Event2026-06-30

Filed2026-08-06

GDXJ

VANECK ETF TRUST

3.44%

Shares39.1K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

5.49%

Shares10.3K

Event2026-06-30

Filed2026-08-06

NEA

NUVEEN AMT FREE QLTY MUN INC

0.00%

Shares302.0K

Event2026-06-30

Filed2026-08-06

SGOV

ISHARES TR

5.19%

Shares31.0K

Event2026-06-30

Filed2026-08-06

MQY

BLACKROCK MUNIYILD QULT FD I

-0.37%

Shares269.0K

Event2026-06-30

Filed2026-08-06

ARI

APOLLO COML REAL ESTATE FIN

-36.91%

Shares275.8K

Event2026-06-30

Filed2026-08-06

GPMT

GRANITE PT MTG TR INC

-5.45%

Shares1.8M

Event2026-06-30

Filed2026-08-06

EIM

EATON VANCE MUN BD FD

0.00%

Shares254.1K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

9.59%

Shares6.6K

Event2026-06-30

Filed2026-08-06

ALPS ETF TR

2.77%

Shares44.0K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

12.63%

Shares9.8K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-0.08%

Shares2.6K

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

28.71%

Shares20.2K

Event2026-06-30

Filed2026-08-06

ACCENTURE PLC IRELAND

-2.33%

Shares13.8K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

9.32%

Shares2.5K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

7.09%

Shares7.1K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

1.17%

Shares4.5K

Event2026-06-30

Filed2026-08-06

GBDC

GOLUB CAP BDC INC

0.00%

Shares120.2K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

2.43%

Shares3.0K

Event2026-06-30

Filed2026-08-06

NUVEEN QUALITY MUNCP INCOME

0.00%

Shares110.0K

Event2026-06-30

Filed2026-08-06

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares27.3K

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB STRATEGIC TR

1.56%

Shares39.3K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

2.01%

Shares1.5K

Event2026-06-30

Filed2026-08-06

KYN

KAYNE ANDERSON ENERGY INFRST

0.01%

Shares79.0K

Event2026-06-30

Filed2026-08-06

IDEXX LABS INC

-1.05%

Shares2.1K

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

-0.29%

Shares8.6K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

2.87%

Shares1.5K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

2.67%

Shares1.9K

Event2026-06-30

Filed2026-08-06

AMJB

JPMORGAN CHASE FINL CO LLC

-1.58%

Shares31.1K

Event2026-06-30

Filed2026-08-06

ORACLE CORP

-1.33%

Shares7.0K

Event2026-06-30

Filed2026-08-06

BP PLC

0.00%

Shares27.6K

Event2026-06-30

Filed2026-08-06

VANECK ETF TRUST

0.65%

Shares13.3K

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

0.07%

Shares2.7K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

-4.28%

Shares7.9K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

-15.20%

Shares6.3K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

0.02%

Shares14.0K

Event2026-06-30

Filed2026-08-06

SHEL

SHELL PLC

-0.05%

Shares10.6K

Event2026-06-30

Filed2026-08-06

KMI

KINDER MORGAN INC DEL

2.64%

Shares25.3K

Event2026-06-30

Filed2026-08-06

VONG

VANGUARD SCOTTSDALE FDS

1.09%

Shares6.1K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

0.97%

Shares3.0K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

490.42%

Shares8.5K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

5.61%

Shares602

Event2026-06-30

Filed2026-08-06

NBH

NEUBERGER MUN FD INC

0.00%

Shares68.0K

Event2026-06-30

Filed2026-08-06

KREF

KKR REAL ESTATE FIN TR INC

0.24%

Shares100.8K

Event2026-06-30

Filed2026-08-06

NTRS

NORTHERN TR CORP

-4.93%

Shares3.9K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

7.33%

Shares1.9K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

0.80%

Shares2.0K

Event2026-06-30

Filed2026-08-06

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

700.00%

Shares4.7K

Event2026-06-30

Filed2026-08-06

BXMT

BLACKSTONE MORTGAGE TRUST IN

-0.31%

Shares32.2K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

2.22%

Shares17.0K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

New

Shares460

Event2026-06-30

Filed2026-08-06

PDI

PIMCO DYNAMIC INCOME FD

0.88%

Shares31.6K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

18.02%

Shares1.3K

Event2026-06-30

Filed2026-08-06

PFE

PFIZER INC

5.84%

Shares21.1K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

9.96%

Shares7.0K

Event2026-06-30

Filed2026-08-06

BEPC

BROOKFIELD RENEWABLE CORP

0.00%

Shares13.4K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO EXCHANGE TRADED FD T

-35.28%

Shares2.3K

Event2026-06-30

Filed2026-08-06

NKE

NIKE INC

0.00%

Shares11.5K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

7.01%

Shares3.3K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

-4.53%

Shares1.8K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

10.33%

Shares1.4K

Event2026-06-30

Filed2026-08-06

VISA INC

-4.70%

Shares1.2K

Event2026-06-30

Filed2026-08-06

VRTX

VERTEX PHARMACEUTICALS INC

5.66%

Shares803

Event2026-06-30

Filed2026-08-06

EVRG

EVERGY INC

0.85%

Shares4.5K

Event2026-06-30

Filed2026-08-06

ETHE

GRAYSCALE ETHEREUM STAKING E

-0.84%

Shares29.6K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

7.70%

Shares1.1K

Event2026-06-30

Filed2026-08-06

HWM

HOWMET AEROSPACE INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

ICLN

ISHARES TR

-6.05%

Shares17.9K

Event2026-06-30

Filed2026-08-06

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-06

SUNCOR ENERGY INC NEW

0.00%

Shares6.4K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

2.11%

Shares2.7K

Event2026-06-30

Filed2026-08-06

OKTA

OKTA INC

New

Shares2.5K

Event2026-06-30

Filed2026-08-06

HEDJ

WISDOMTREE TR

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-06

XDTE

ROUNDHILL ETF TRUST

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP

2.26%

Shares1.9K

Event2026-06-30

Filed2026-08-06

XLE

SELECT SECTOR SPDR TR

47.47%

Shares6.2K

Event2026-06-30

Filed2026-08-06

RBRK

RUBRIK INC.

New

Shares4.1K

Event2026-06-30

Filed2026-08-06

EVV

EATON VANCE LIMITED DURATION

1.49%

Shares34.9K

Event2026-06-30

Filed2026-08-06

VRT

VERTIV HOLDINGS CO

-4.61%

Shares973

Event2026-06-30

Filed2026-08-06

ACWI

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

LIN

LINDE PLC

0.00%

Shares621

Event2026-06-30

Filed2026-08-06

HACK

AMPLIFY ETF TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

13.39%

Shares1.9K

Event2026-06-30

Filed2026-08-06

COIN

COINBASE GLOBAL INC

-23.07%

Shares2.1K

Event2026-06-30

Filed2026-08-06

VIGI

VANGUARD WHITEHALL FDS

0.16%

Shares3.2K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

0.12%

Shares807

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC

3.07%

Shares1.7K

Event2026-06-30

Filed2026-08-06

ITA

ISHARES TR

19.02%

Shares1.2K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

New

Shares250

Event2026-06-30

Filed2026-08-06

NVS

NOVARTIS AG

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-06

PYLD

PIMCO ETF TR

New

Shares11.0K

Event2026-06-30

Filed2026-08-06

CEG

CONSTELLATION ENERGY CORP

-2.04%

Shares1.2K

Event2026-06-30

Filed2026-08-06

SLB

SLB LIMITED

0.00%

Shares6.1K

Event2026-06-30

Filed2026-08-06

ENERGY TRANSFER L P

0.30%

Shares14.6K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

New

Shares745

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

0.00%

Shares921

Event2026-06-30

Filed2026-08-06

GNR

SPDR INDEX SHS FDS

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-06

BLACKSTONE INC

4.02%

Shares2.3K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

-0.12%

Shares3.2K

Event2026-06-30

Filed2026-08-06

MNST

MONSTER BEVERAGE CORP NEW

New

Shares2.7K

Event2026-06-30

Filed2026-08-06

SELECT SECTOR SPDR TR

New

Shares5.7K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

New

Shares608

Event2026-06-30

Filed2026-08-06

BOEING CO

12.55%

Shares1.2K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

-9.14%

Shares924

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED

-3.88%

Shares719

Event2026-06-30

Filed2026-08-06

FTMH

PUTNAM ETF TRUST

1.14%

Shares20.3K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

New

Shares548

Event2026-06-30

Filed2026-08-06

HIMS

HIMS & HERS HEALTH INC

New

Shares6.5K

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HLDGS INC

New

Shares295

Event2026-06-30

Filed2026-08-06

EQNR

EQUINOR ASA

0.00%

Shares7.1K

Event2026-06-30

Filed2026-08-06

OKE

ONEOK INC NEW

12.79%

Shares2.6K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO

New

Shares2.7K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

TDG

TRANSDIGM GROUP INC

New

Shares164

Event2026-06-30

Filed2026-08-06

BLK

BLACKROCK INC

New

Shares226

Event2026-06-30

Filed2026-08-06

CRM

SALESFORCE INC

-6.89%

Shares1.4K

Event2026-06-30

Filed2026-08-06

IXC

ISHARES TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-06

S&P GLOBAL INC

New

Shares516

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares740

Event2026-06-30

Filed2026-08-06

CCL

CARNIVAL CORP LTD

New

Shares7.2K

Event2026-06-30

Filed2026-08-06

MKL

MARKEL GROUP INC

New

Shares104

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

-4.15%

Shares393

Event2026-06-30

Filed2026-08-06

DSL

DOUBLELINE INCOME SOLUTIONS

0.00%

Shares17.2K

Event2026-06-30

Filed2026-08-06

TSSI

TSS INC DEL

0.08%

Shares10.0K

Event2026-06-30

Filed2026-08-06

CCIF

CARLYLE CREDIT INCOME FUND

0.00%

Shares35.7K

Event2026-06-30

Filed2026-08-06

CRGY

CRESCENT ENERGY COMPANY

0.00%

Shares10.1K

Event2026-06-30

Filed2026-08-06

OXLC

OXFORD LANE CAP CORP

0.00%

Shares10.2K

Event2026-06-30

Filed2026-08-06

NHS

NEUBERGER HIGH YIELD ST FD I

0.00%

Shares12.3K

Event2026-06-30

Filed2026-08-06

ABUS

ARBUTUS BIOPHARMA CORP

0.00%

Shares15.0K

Event2026-06-30

Filed2026-08-06

KEEL INFRASTRUCTURE CORP

New

Shares10.0K

Event2026-06-30

Filed2026-08-06

TLSI

TRISALUS LIFE SCIENCES INC

New

Shares10.0K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available