Sponsored

The Analysis of Darden Wealth Group Inc's Holdings & P&L

Currently, Darden Wealth Group Inc holds 155 types of securities in its portfolio with a total value $252.3M. In the most recent quarter, they have increased their positions in MU (+2.4K shares, valued at $2.8M), EWY (+8.2K shares, valued at $1.7M), ARM (+3.9K shares, valued at $1.4M); decreased their positions in NVDA (-4.0K shares, valued at $792.0K), BNDX (-9.4K shares, valued at $455.1K), MSFT (-981 shares, valued at $365.9K); initiated new positions in EWY (+8.2K shares, valued at $1.7M), ARM (+3.9K shares, valued at $1.4M), SNDK (+446 shares, valued at $1.0M).

1M P&L

+10.4M+5.62%

3M P&L

-8.3M-4.06%

HY P&L

+29.4M+17.70%

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

1Semiconductors60.0M

28.0%

2N/A56.8M

26.5%

3Internet Content & Information18.5M

8.6%

Top Industries by Stock Count

1N/A65 stocks

50.4%

2Semiconductors12 stocks

9.3%

3Aerospace & Defense6 stocks

4.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION170.9K shares-2.26%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC13.9K shares21.39%2026-06-302026-08-06

GOOGL ALPHABET INC35.1K shares-0.67%2026-06-302026-08-06

RKLB ROCKET LAB CORP120.5K shares4.26%2026-06-302026-08-06

AAPL APPLE INC33.7K shares-0.08%2026-06-302026-08-06

BROADCOM INC BROADCOM INC21.4K shares-0.56%2026-06-302026-08-06

AMZN AMAZON COM INC33.8K shares0.94%2026-06-302026-08-06

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC9.6K shares0.66%2026-06-302026-08-06

Sponsored

MSFT MICROSOFT CORP16.9K shares-5.48%2026-06-302026-08-06

GOOG ALPHABET INC14.7K shares0.48%2026-06-302026-08-06

FLOT ISHARES TR80.9K shares3.68%2026-06-302026-08-06

ANET ARISTA NETWORKS INC23.2K shares2.75%2026-06-302026-08-06

CLS CELESTICA INC9.8K shares0.52%2026-06-302026-08-06

ETN EATON CORP PLC7.7K shares-0.92%2026-06-302026-08-06

SMH VANECK ETF TRUST5.0K shares8.22%2026-06-302026-08-06

JAAA JANUS DETROIT STR TR58.0K shares20.76%2026-06-302026-08-06

Sponsored

FPE FIRST TR EXCH TRADED FD III151.3K shares0.18%2026-06-302026-08-06

ASML ASML HLDG NV1.2K shares0.09%2026-06-302026-08-06

RTX CORPORATION RTX CORPORATION12.2K shares-0.87%2026-06-302026-08-06

LLY ELI LILLY & CO1.9K shares66.70%2026-06-302026-08-06

GEV GE VERNOVA INC1.9K shares6.15%2026-06-302026-08-06

DVY ISHARES TR13.6K shares-2.69%2026-06-302026-08-06

IEMG ISHARES INC25.5K shares-0.14%2026-06-302026-08-06

APPLOVIN CORP APPLOVIN CORP4.1K shares-8.02%2026-06-302026-08-06

Sponsored

IJH ISHARES TR27.1K shares-4.08%2026-06-302026-08-06

MRVL MARVELL TECHNOLOGY INC7.0K shares27.19%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO6.2K shares5.75%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC3.5K shares11.82%2026-06-302026-08-06

TT TRANE TECHNOLOGIES PLC4.1K shares1.02%2026-06-302026-08-06

PANW PALO ALTO NETWORKS INC5.7K shares1.07%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.6K shares-0.23%2026-06-302026-08-06

IUSG ISHARES TR10.0K shares-1.16%2026-06-302026-08-06

Sponsored

IJR ISHARES TR12.6K shares-2.69%2026-06-302026-08-06

GLD SPDR GOLD TR5.0K shares4.56%2026-06-302026-08-06

EWY ISHARES INC8.2K sharesnew addition2026-06-302026-08-06

TIP ISHARES TR14.2K shares-0.23%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL3.1K shares-2.85%2026-06-302026-08-06

LRCX LAM RESEARCH CORP3.5K shares-0.90%2026-06-302026-08-06

QQQ INVESCO QQQ TR2.0K shares-0.25%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS3.9K shares2.58%2026-06-302026-08-06

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.8K shares-1.73%2026-06-302026-08-06

ALAB ASTERA LABS INC3.0K shares6.49%2026-06-302026-08-06

APPLIED MATLS INC APPLIED MATLS INC2.0K shares0.00%2026-06-302026-08-06

QUANTA SVCS INC QUANTA SVCS INC1.9K shares8.22%2026-06-302026-08-06

BA BOEING CO6.5K shares-6.86%2026-06-302026-08-06

ARM ARM HOLDINGS PLC3.9K sharesnew addition2026-06-302026-08-06

ISTB ISHARES TR26.1K shares-0.85%2026-06-302026-08-06

SHV ISHARES TR10.9K shares0.89%2026-06-302026-08-06

Sponsored

ABBVIE INC ABBVIE INC4.8K shares0.15%2026-06-302026-08-06

AGX ARGAN INC1.5K shares3.45%2026-06-302026-08-06

TFLO ISHARES TR23.4K shares-0.63%2026-06-302026-08-06

VLUE ISHARES TR5.8K shares-0.70%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC2.2K shares30.48%2026-06-302026-08-06

VO VANGUARD INDEX FDS12.7K shares288.63%2026-06-302026-08-06

SNDK SANDISK CORP446 sharesnew addition2026-06-302026-08-06

VWO VANGUARD INTL EQUITY INDEX F16.9K shares0.00%2026-06-302026-08-06

Sponsored

DFAI DIMENSIONAL ETF TRUST23.2K shares-11.46%2026-06-302026-08-06

SHYG ISHARES TR21.2K shares8.18%2026-06-302026-08-06

TSLA TESLA INC2.0K shares-3.77%2026-06-302026-08-06

HD HOME DEPOT INC2.4K shares-3.71%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR4.3K shares6.98%2026-06-302026-08-06

ITA ISHARES TR3.3K shares-7.37%2026-06-302026-08-06

AVUV AMERICAN CENTY ETF TR6.2K shares-6.06%2026-06-302026-08-06

VB VANGUARD INDEX FDS2.5K shares-2.61%2026-06-302026-08-06

Sponsored

CAT CATERPILLAR INC711 shares39.41%2026-06-302026-08-06

SMIG ETF SER SOLUTIONS22.6K sharesnew addition2026-06-302026-08-06

VV VANGUARD INDEX FDS2.1K shares0.00%2026-06-302026-08-06

USRT ISHARES TR10.8K shares-4.42%2026-06-302026-08-06

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F11.7K shares17.06%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION762 shares-8.19%2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC8.1K shares-2.50%2026-06-302026-08-06

SITM SITIME CORP953 shares8.30%2026-06-302026-08-06

Sponsored

NBIS NEBIUS GROUP N.V.2.6K shares6.25%2026-06-302026-08-06

DATADOG INC DATADOG INC2.7K shares12.50%2026-06-302026-08-06

IREN IREN LIMITED14.8K shares85.11%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC1.2K shares-27.79%2026-06-302026-08-06

FITB FIFTH THIRD BANCORP11.9K shares0.46%2026-06-302026-08-06

WMT WALMART INC5.9K shares1.24%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON2.6K shares15.18%2026-06-302026-08-06

GE GE AEROSPACE1.7K shares-7.03%2026-06-302026-08-06

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F11.2K shares0.17%2026-06-302026-08-06

FRDM EA SERIES TRUST8.6K shares72.98%2026-06-302026-08-06

URI UNITED RENTALS INC550 shares0.00%2026-06-302026-08-06

AIRR FIRST TR EXCHANGE TRADED FD4.6K shares0.00%2026-06-302026-08-06

GOVT ISHARES TR25.8K shares-0.11%2026-06-302026-08-06

GILD GILEAD SCIENCES INC4.5K shares0.00%2026-06-302026-08-06

FTAI FTAI AVIATION LTD2.1K shares-8.37%2026-06-302026-08-06

AMGN AMGEN INC1.5K shares1.13%2026-06-302026-08-06

Sponsored

COHR COHERENT CORP1.4K sharesnew addition2026-06-302026-08-06

FIX COMFORT SYS USA INC270 shares0.00%2026-06-302026-08-06

VISA INC VISA INC1.6K shares-5.97%2026-06-302026-08-06

LUMENTUM HLDGS INC LUMENTUM HLDGS INC616 shares528.57%2026-06-302026-08-06

LIN LINDE PLC1.0K shares0.00%2026-06-302026-08-06

BILS SPDR SERIES TRUST5.3K shares-4.98%2026-06-302026-08-06

MS MORGAN STANLEY2.5K shares4.98%2026-06-302026-08-06

SYNA SYNAPTICS INC4.1K sharesnew addition2026-06-302026-08-06

Sponsored

VEA VANGUARD TAX-MANAGED FDS7.0K shares-34.28%2026-06-302026-08-06

SCHD SCHWAB STRATEGIC TR15.3K shares0.01%2026-06-302026-08-06

QUAL ISHARES TR2.2K shares-2.86%2026-06-302026-08-06

CLOZ SERIES PORTFOLIOS TR17.4K shares29.40%2026-06-302026-08-06

ITOT ISHARES TR2.7K shares-0.73%2026-06-302026-08-06

SOXX ISHARES TR683 shares0.00%2026-06-302026-08-06

PIZ INVESCO EXCH TRADED FD TR II7.8K shares41.51%2026-06-302026-08-06

ESGD ISHARES TR4.2K shares0.00%2026-06-302026-08-06

Sponsored

KO COCA COLA CO5.3K shares5.16%2026-06-302026-08-06

GNRC GENERAC HLDGS INC1.5K shares0.07%2026-06-302026-08-06

GABELLI EQUITY TR INC GABELLI EQUITY TR INC73.9K shares29.65%2026-06-302026-08-06

VIS VANGUARD WORLD FD1.1K shares0.00%2026-06-302026-08-06

XLV SELECT SECTOR SPDR TR2.5K shares-0.24%2026-06-302026-08-06

BLK BLACKROCK INC402 shares0.75%2026-06-302026-08-06

BWXT BWX TECHNOLOGIES INC2.0K shares0.00%2026-06-302026-08-06

IESC IES HOLDINGS INC515 shares-16.26%2026-06-302026-08-06

Sponsored

EWZ ISHARES INC10.4K shares30.63%2026-06-302026-08-06

ACLS AXCELIS TECHNOLOGIES INC1.8K shares-24.53%2026-06-302026-08-06

BA-PA BOEING CO4.9K shares0.00%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS1.4K shares1.92%2026-06-302026-08-06

UFO PROCURE ETF TRUST II6.4K sharesnew addition2026-06-302026-08-06

LMT LOCKHEED MARTIN CORP630 shares0.00%2026-06-302026-08-06

VOO VANGUARD INDEX FDS457 shares1.11%2026-06-302026-08-06

PXF INVESCO EXCH TRADED FD TR II4.1K shares0.05%2026-06-302026-08-06

Sponsored

FNCL FIDELITY COVINGTON TRUST3.9K sharesnew addition2026-06-302026-08-06

FLXR TCW ETF TRUST7.6K shares4.60%2026-06-302026-08-06

VANECK ETF TRUST VANECK ETF TRUST3.9K shares3.44%2026-06-302026-08-06

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR6.1K shares-3.66%2026-06-302026-08-06

DSI ISHARES TR1.9K shares0.05%2026-06-302026-08-06

CIBR FIRST TR EXCHANGE-TRADED FD3.0K sharesnew addition2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP1.9K shares-7.23%2026-06-302026-08-06

ISHARES TR ISHARES TR349 shares0.00%2026-06-302026-08-06

Sponsored

TJX TJX COS INC NEW1.7K shares0.00%2026-06-302026-08-06

VECO VEECO INSTRS INC DEL3.4K sharesnew addition2026-06-302026-08-06

GUARDANT HEALTH INC GUARDANT HEALTH INC1.7K sharesnew addition2026-06-302026-08-06

DE DEERE & CO399 shares0.00%2026-06-302026-08-06

IUSB ISHARES TR5.5K shares-0.15%2026-06-302026-08-06

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.1K shares-58.54%2026-06-302026-08-06

CCJ CAMECO CORP2.4K shares0.00%2026-06-302026-08-06

BUFD FIRST TR EXCHNG TRADED FD VI8.2K shares0.01%2026-06-302026-08-06

Sponsored

VXUS VANGUARD STAR FDS2.8K shares3.95%2026-06-302026-08-06

HIMX HIMAX TECHNOLOGIES INC15.7K sharesnew addition2026-06-302026-08-06

BNDX VANGUARD CHARLOTTE FDS4.9K shares-65.82%2026-06-302026-08-06

AIG AMERICAN INTL GROUP INC3.1K shares0.00%2026-06-302026-08-06

JUST GOLDMAN SACHS ETF TR2.1K sharesnew addition2026-06-302026-08-06

QCOM QUALCOMM INC1.2K sharesnew addition2026-06-302026-08-06

NOC NORTHROP GRUMMAN CORP430 shares0.00%2026-06-302026-08-06

ESGE ISHARES INC3.9K sharesnew addition2026-06-302026-08-06

Sponsored

TDY TELEDYNE TECHNOLOGIES INC320 sharesnew addition2026-06-302026-08-06

INTC INTEL CORP1.5K sharesnew addition2026-06-302026-08-06

BSCW INVESCO EXCH TRD SLF IDX FD10.0K shares0.00%2026-06-302026-08-06

BSCT INVESCO EXCH TRD SLF IDX FD11.0K shares0.00%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS725 shares-20.24%2026-06-302026-08-06

BSCS INVESCO EXCH TRD SLF IDX FD10.0K shares0.00%2026-06-302026-08-06

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

BSCU INVESCO EXCH TRD SLF IDX FD12.0K shares0.00%2026-06-302026-08-06

Sponsored

BSCV INVESCO EXCH TRD SLF IDX FD12.0K shares0.00%2026-06-302026-08-06

INFQ INFLEQTION INC11.2K sharesnew addition2026-06-302026-08-06

SACH SACHEM CAP CORP13.1K shares-36.03%2026-06-302026-08-06

NVDA

NVIDIA CORPORATION

-2.26%

Shares170.9K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

21.39%

Shares13.9K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-0.67%

Shares35.1K

Event2026-06-30

Filed2026-08-06

RKLB

ROCKET LAB CORP

4.26%

Shares120.5K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

-0.08%

Shares33.7K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

-0.56%

Shares21.4K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

0.94%

Shares33.8K

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HLDGS INC

0.66%

Shares9.6K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-5.48%

Shares16.9K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

0.48%

Shares14.7K

Event2026-06-30

Filed2026-08-06

FLOT

ISHARES TR

3.68%

Shares80.9K

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC

2.75%

Shares23.2K

Event2026-06-30

Filed2026-08-06

CLS

CELESTICA INC

0.52%

Shares9.8K

Event2026-06-30

Filed2026-08-06

ETN

EATON CORP PLC

-0.92%

Shares7.7K

Event2026-06-30

Filed2026-08-06

SMH

VANECK ETF TRUST

8.22%

Shares5.0K

Event2026-06-30

Filed2026-08-06

JAAA

JANUS DETROIT STR TR

20.76%

Shares58.0K

Event2026-06-30

Filed2026-08-06

FPE

FIRST TR EXCH TRADED FD III

0.18%

Shares151.3K

Event2026-06-30

Filed2026-08-06

ASML

ASML HLDG NV

0.09%

Shares1.2K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

-0.87%

Shares12.2K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

66.70%

Shares1.9K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

6.15%

Shares1.9K

Event2026-06-30

Filed2026-08-06

DVY

ISHARES TR

-2.69%

Shares13.6K

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES INC

-0.14%

Shares25.5K

Event2026-06-30

Filed2026-08-06

APPLOVIN CORP

-8.02%

Shares4.1K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

-4.08%

Shares27.1K

Event2026-06-30

Filed2026-08-06

MRVL

MARVELL TECHNOLOGY INC

27.19%

Shares7.0K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

5.75%

Shares6.2K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

11.82%

Shares3.5K

Event2026-06-30

Filed2026-08-06

TRANE TECHNOLOGIES PLC

1.02%

Shares4.1K

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

1.07%

Shares5.7K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

-0.23%

Shares2.6K

Event2026-06-30

Filed2026-08-06

IUSG

ISHARES TR

-1.16%

Shares10.0K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

-2.69%

Shares12.6K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

4.56%

Shares5.0K

Event2026-06-30

Filed2026-08-06

EWY

ISHARES INC

New

Shares8.2K

Event2026-06-30

Filed2026-08-06

TIP

ISHARES TR

-0.23%

Shares14.2K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.85%

Shares3.1K

Event2026-06-30

Filed2026-08-06

LRCX

LAM RESEARCH CORP

-0.90%

Shares3.5K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

-0.25%

Shares2.0K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

2.58%

Shares3.9K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

-1.73%

Shares2.8K

Event2026-06-30

Filed2026-08-06

ALAB

ASTERA LABS INC

6.49%

Shares3.0K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

QUANTA SVCS INC

8.22%

Shares1.9K

Event2026-06-30

Filed2026-08-06

BOEING CO

-6.86%

Shares6.5K

Event2026-06-30

Filed2026-08-06

ARM

ARM HOLDINGS PLC

New

Shares3.9K

Event2026-06-30

Filed2026-08-06

ISTB

ISHARES TR

-0.85%

Shares26.1K

Event2026-06-30

Filed2026-08-06

SHV

ISHARES TR

0.89%

Shares10.9K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

0.15%

Shares4.8K

Event2026-06-30

Filed2026-08-06

AGX

ARGAN INC

3.45%

Shares1.5K

Event2026-06-30

Filed2026-08-06

TFLO

ISHARES TR

-0.63%

Shares23.4K

Event2026-06-30

Filed2026-08-06

VLUE

ISHARES TR

-0.70%

Shares5.8K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

30.48%

Shares2.2K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

288.63%

Shares12.7K

Event2026-06-30

Filed2026-08-06

SNDK

SANDISK CORP

New

Shares446

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares16.9K

Event2026-06-30

Filed2026-08-06

DFAI

DIMENSIONAL ETF TRUST

-11.46%

Shares23.2K

Event2026-06-30

Filed2026-08-06

SHYG

ISHARES TR

8.18%

Shares21.2K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

-3.77%

Shares2.0K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

-3.71%

Shares2.4K

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

6.98%

Shares4.3K

Event2026-06-30

Filed2026-08-06

ITA

ISHARES TR

-7.37%

Shares3.3K

Event2026-06-30

Filed2026-08-06

AVUV

AMERICAN CENTY ETF TR

-6.06%

Shares6.2K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-2.61%

Shares2.5K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

39.41%

Shares711

Event2026-06-30

Filed2026-08-06

SMIG

ETF SER SOLUTIONS

New

Shares22.6K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

USRT

ISHARES TR

-4.42%

Shares10.8K

Event2026-06-30

Filed2026-08-06

J P MORGAN EXCHANGE TRADED F

17.06%

Shares11.7K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

-8.19%

Shares762

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

-2.50%

Shares8.1K

Event2026-06-30

Filed2026-08-06

SITM

SITIME CORP

8.30%

Shares953

Event2026-06-30

Filed2026-08-06

NBIS

NEBIUS GROUP N.V.

6.25%

Shares2.6K

Event2026-06-30

Filed2026-08-06

DATADOG INC

12.50%

Shares2.7K

Event2026-06-30

Filed2026-08-06

IREN

IREN LIMITED

85.11%

Shares14.8K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

-27.79%

Shares1.2K

Event2026-06-30

Filed2026-08-06

FITB

FIFTH THIRD BANCORP

0.46%

Shares11.9K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

1.24%

Shares5.9K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

15.18%

Shares2.6K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

-7.03%

Shares1.7K

Event2026-06-30

Filed2026-08-06

JEPI

J P MORGAN EXCHANGE TRADED F

0.17%

Shares11.2K

Event2026-06-30

Filed2026-08-06

FRDM

EA SERIES TRUST

72.98%

Shares8.6K

Event2026-06-30

Filed2026-08-06

URI

UNITED RENTALS INC

0.00%

Shares550

Event2026-06-30

Filed2026-08-06

AIRR

FIRST TR EXCHANGE TRADED FD

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-06

GOVT

ISHARES TR

-0.11%

Shares25.8K

Event2026-06-30

Filed2026-08-06

GILD

GILEAD SCIENCES INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-06

FTAI

FTAI AVIATION LTD

-8.37%

Shares2.1K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

1.13%

Shares1.5K

Event2026-06-30

Filed2026-08-06

COHR

COHERENT CORP

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

FIX

COMFORT SYS USA INC

0.00%

Shares270

Event2026-06-30

Filed2026-08-06

VISA INC

-5.97%

Shares1.6K

Event2026-06-30

Filed2026-08-06

LUMENTUM HLDGS INC

528.57%

Shares616

Event2026-06-30

Filed2026-08-06

LIN

LINDE PLC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

BILS

SPDR SERIES TRUST

-4.98%

Shares5.3K

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

4.98%

Shares2.5K

Event2026-06-30

Filed2026-08-06

SYNA

SYNAPTICS INC

New

Shares4.1K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

-34.28%

Shares7.0K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

0.01%

Shares15.3K

Event2026-06-30

Filed2026-08-06

QUAL

ISHARES TR

-2.86%

Shares2.2K

Event2026-06-30

Filed2026-08-06

CLOZ

SERIES PORTFOLIOS TR

29.40%

Shares17.4K

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES TR

-0.73%

Shares2.7K

Event2026-06-30

Filed2026-08-06

SOXX

ISHARES TR

0.00%

Shares683

Event2026-06-30

Filed2026-08-06

PIZ

INVESCO EXCH TRADED FD TR II

41.51%

Shares7.8K

Event2026-06-30

Filed2026-08-06

ESGD

ISHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

5.16%

Shares5.3K

Event2026-06-30

Filed2026-08-06

GNRC

GENERAC HLDGS INC

0.07%

Shares1.5K

Event2026-06-30

Filed2026-08-06

GABELLI EQUITY TR INC

29.65%

Shares73.9K

Event2026-06-30

Filed2026-08-06

VIS

VANGUARD WORLD FD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

XLV

SELECT SECTOR SPDR TR

-0.24%

Shares2.5K

Event2026-06-30

Filed2026-08-06

BLK

BLACKROCK INC

0.75%

Shares402

Event2026-06-30

Filed2026-08-06

BWXT

BWX TECHNOLOGIES INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

IESC

IES HOLDINGS INC

-16.26%

Shares515

Event2026-06-30

Filed2026-08-06

EWZ

ISHARES INC

30.63%

Shares10.4K

Event2026-06-30

Filed2026-08-06

ACLS

AXCELIS TECHNOLOGIES INC

-24.53%

Shares1.8K

Event2026-06-30

Filed2026-08-06

BA-PA

BOEING CO

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

1.92%

Shares1.4K

Event2026-06-30

Filed2026-08-06

UFO

PROCURE ETF TRUST II

New

Shares6.4K

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

0.00%

Shares630

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

1.11%

Shares457

Event2026-06-30

Filed2026-08-06

PXF

INVESCO EXCH TRADED FD TR II

0.05%

Shares4.1K

Event2026-06-30

Filed2026-08-06

FNCL

FIDELITY COVINGTON TRUST

New

Shares3.9K

Event2026-06-30

Filed2026-08-06

FLXR

TCW ETF TRUST

4.60%

Shares7.6K

Event2026-06-30

Filed2026-08-06

VANECK ETF TRUST

3.44%

Shares3.9K

Event2026-06-30

Filed2026-08-06

SELECT SECTOR SPDR TR

-3.66%

Shares6.1K

Event2026-06-30

Filed2026-08-06

DSI

ISHARES TR

0.05%

Shares1.9K

Event2026-06-30

Filed2026-08-06

CIBR

FIRST TR EXCHANGE-TRADED FD

New

Shares3.0K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

-7.23%

Shares1.9K

Event2026-06-30

Filed2026-08-06

ISHARES TR

0.00%

Shares349

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-06

VECO

VEECO INSTRS INC DEL

New

Shares3.4K

Event2026-06-30

Filed2026-08-06

GUARDANT HEALTH INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-06

DEERE & CO

0.00%

Shares399

Event2026-06-30

Filed2026-08-06

IUSB

ISHARES TR

-0.15%

Shares5.5K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

-58.54%

Shares2.1K

Event2026-06-30

Filed2026-08-06

CCJ

CAMECO CORP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-06

BUFD

FIRST TR EXCHNG TRADED FD VI

0.01%

Shares8.2K

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

3.95%

Shares2.8K

Event2026-06-30

Filed2026-08-06

HIMX

HIMAX TECHNOLOGIES INC

New

Shares15.7K

Event2026-06-30

Filed2026-08-06

BNDX

VANGUARD CHARLOTTE FDS

-65.82%

Shares4.9K

Event2026-06-30

Filed2026-08-06

AIG

AMERICAN INTL GROUP INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-06

JUST

GOLDMAN SACHS ETF TR

New

Shares2.1K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-06

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares430

Event2026-06-30

Filed2026-08-06

ESGE

ISHARES INC

New

Shares3.9K

Event2026-06-30

Filed2026-08-06

TDY

TELEDYNE TECHNOLOGIES INC

New

Shares320

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

New

Shares1.5K

Event2026-06-30

Filed2026-08-06

BSCW

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-06

BSCT

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares11.0K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

-20.24%

Shares725

Event2026-06-30

Filed2026-08-06

BSCS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-06

APOLLO GLOBAL MGMT INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-06

BSCU

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares12.0K

Event2026-06-30

Filed2026-08-06

BSCV

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares12.0K

Event2026-06-30

Filed2026-08-06

INFQ

INFLEQTION INC

New

Shares11.2K

Event2026-06-30

Filed2026-08-06

SACH

SACHEM CAP CORP

-36.03%

Shares13.1K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available