Sponsored

The Analysis of Destiny Wealth Partners, LLC's Holdings & P&L

Currently, Destiny Wealth Partners, LLC holds 184 types of securities in its portfolio with a total value $708.8M. In the most recent quarter, they have increased their positions in VUG (+423.2K shares, valued at $36.1M), DSCO (+610.4K shares, valued at $15.1M), XTL (+69.5K shares, valued at $14.5M); decreased their positions in AMZN (-54.0K shares, valued at $14.7M), QQQ (-19.1K shares, valued at $13.2M), AAPL (-30.6K shares, valued at $9.5M); initiated new positions in DSCO (+610.4K shares, valued at $15.1M), XTL (+69.5K shares, valued at $14.5M), DFUV (+9.0K shares, valued at $502.7K).

1M P&L

+21.0M+3.37%

3M P&L

+6.0M+0.94%

HY P&L

-171.3M-21.04%

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/A531.5M

79.6%

2Semiconductors24.6M

3.7%

3Internet Content & Information22.5M

3.4%

Top Industries by Stock Count

1N/A96 stocks

58.9%

2Semiconductors3 stocks

1.8%

3Insurance - Property & Casualty3 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS513.7K shares467.81%2026-06-302026-08-07

DFLV DIMENSIONAL ETF TRUST988.6K shares-2.60%2026-06-302026-08-07

JCPB J P MORGAN EXCHANGE TRADED F864.7K shares-0.45%2026-06-302026-08-07

JAAA JANUS DETROIT STR TR722.9K shares4.20%2026-06-302026-08-07

DFAX DIMENSIONAL ETF TRUST793.7K shares-2.14%2026-06-302026-08-07

GOOGL ALPHABET INC58.2K shares-24.73%2026-06-302026-08-07

AMZN AMAZON COM INC76.0K shares-41.55%2026-06-302026-08-07

AAPL APPLE INC54.0K shares-36.18%2026-06-302026-08-07

Sponsored

NVDA NVIDIA CORPORATION76.9K shares-27.69%2026-06-302026-08-07

DSCO DOUBLELINE ETF TRUST610.4K sharesnew addition2026-06-302026-08-07

PAVE GLOBAL X FDS267.4K shares-5.38%2026-06-302026-08-07

AVEM AMERICAN CENTY ETF TR165.2K shares-5.57%2026-06-302026-08-07

XTL SPDR SERIES TRUST69.5K sharesnew addition2026-06-302026-08-07

CLOI VANECK ETF TRUST269.9K shares1.96%2026-06-302026-08-07

XBI SPDR SERIES TRUST94.2K shares261488.89%2026-06-302026-08-07

DFIV DIMENSIONAL ETF TRUST239.9K shares-2.60%2026-06-302026-08-07

Sponsored

USHY ISHARES TR369.0K shares6.53%2026-06-302026-08-07

SEIX VIRTUS ETF TR II582.6K shares-21.09%2026-06-302026-08-07

FBND FIDELITY MERRIMACK STR TR297.6K shares-20.06%2026-06-302026-08-07

MSFT MICROSOFT CORP26.9K shares-35.54%2026-06-302026-08-07

CIBR FIRST TR EXCHANGE-TRADED FD133.4K shares-21.55%2026-06-302026-08-07

EVTR MORGAN STANLEY ETF TRUST231.6K shares-20.08%2026-06-302026-08-07

BROADCOM INC BROADCOM INC25.9K shares-28.01%2026-06-302026-08-07

TSLA TESLA INC32.1K shares-19.05%2026-06-302026-08-07

Sponsored

IDHQ INVESCO EXCH TRADED FD TR II217.5K shares-2.72%2026-06-302026-08-07

JPIB J P MORGAN EXCHANGE TRADED F189.2K shares-39.33%2026-06-302026-08-07

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC47.2K shares221.54%2026-06-302026-08-07

ANGL VANECK ETF TRUST310.5K shares-21.82%2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC18.3K shares-28.71%2026-06-302026-08-07

SCHR SCHWAB STRATEGIC TR329.3K shares-19.77%2026-06-302026-08-07

VIG VANGUARD SPECIALIZED FUNDS32.4K shares-46.15%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL15.1K shares-16.91%2026-06-302026-08-07

Sponsored

GEM GOLDMAN SACHS ETF TR152.4K shares-3.92%2026-06-302026-08-07

FLTR VANECK ETF TRUST280.9K shares-4.49%2026-06-302026-08-07

JBBB JANUS DETROIT STR TR143.4K shares-39.91%2026-06-302026-08-07

NLR VANECK ETF TRUST61.5K shares-16.33%2026-06-302026-08-07

VO VANGUARD INDEX FDS79.8K shares174.78%2026-06-302026-08-07

PULS PGIM ETF TR114.2K shares3.63%2026-06-302026-08-07

SDY SPDR SERIES TRUST33.0K shares-52.06%2026-06-302026-08-07

PYLD PIMCO ETF TR192.4K shares-39.39%2026-06-302026-08-07

Sponsored

SPGM SPDR INDEX SHS FDS58.6K shares-5.72%2026-06-302026-08-07

CGGR CAPITAL GROUP GROWTH ETF110.3K shares-4.03%2026-06-302026-08-07

JQUA J P MORGAN EXCHANGE TRADED F68.4K shares-4.02%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.6K shares-59.14%2026-06-302026-08-07

JMEE J P MORGAN EXCHANGE TRADED F62.8K shares-4.93%2026-06-302026-08-07

VTIP VANGUARD MALVERN FDS96.0K shares-3.31%2026-06-302026-08-07

VYM VANGUARD WHITEHALL FDS28.5K shares-41.70%2026-06-302026-08-07

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares-60.00%2026-06-302026-08-07

Sponsored

JMBS JANUS DETROIT STR TR91.2K shares3.29%2026-06-302026-08-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC32.4K shares-19.95%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC6.9K shares-26.18%2026-06-302026-08-07

PDI PIMCO DYNAMIC INCOME FD227.6K shares-38.59%2026-06-302026-08-07

UBER UBER TECHNOLOGIES INC50.1K shares-17.73%2026-06-302026-08-07

VT VANGUARD INTL EQUITY INDEX F22.0K shares-47.99%2026-06-302026-08-07

LMBS FIRST TR EXCHANGE-TRADED FD55.1K shares3.55%2026-06-302026-08-07

GLD SPDR GOLD TR7.0K shares-0.41%2026-06-302026-08-07

Sponsored

FLOT ISHARES TR49.0K shares3.51%2026-06-302026-08-07

OKLO OKLO INC63.7K shares-18.91%2026-06-302026-08-07

XLK SELECT SECTOR SPDR TR12.6K shares-63.76%2026-06-302026-08-07

ISHARES TR ISHARES TR2.3K shares-15.51%2026-06-302026-08-07

BNDW VANGUARD SCOTTSDALE FDS22.2K shares-2.00%2026-06-302026-08-07

VV VANGUARD INDEX FDS4.3K shares-0.02%2026-06-302026-08-07

VB VANGUARD INDEX FDS4.6K shares-68.17%2026-06-302026-08-07

VEU VANGUARD INTL EQUITY INDEX F15.9K shares6.17%2026-06-302026-08-07

Sponsored

ABBVIE INC ABBVIE INC5.1K shares-8.90%2026-06-302026-08-07

SPAB SPDR SERIES TRUST47.5K shares-12.49%2026-06-302026-08-07

RDDT REDDIT INC7.8K shares-68.35%2026-06-302026-08-07

QQQ INVESCO QQQ TR1.6K shares-92.49%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP6.9K shares-36.47%2026-06-302026-08-07

PKW INVESCO EXCHANGE TRADED FD T7.1K shares-17.58%2026-06-302026-08-07

QUAL ISHARES TR4.6K shares-1.33%2026-06-302026-08-07

SSUS STRATEGY SHS18.5K shares-7.02%2026-06-302026-08-07

Sponsored

DGX QUEST DIAGNOSTICS INC4.0K shares0.00%2026-06-302026-08-07

MINO PIMCO ETF TR19.2K shares-43.42%2026-06-302026-08-07

PSLV SPROTT ASSET MANAGEMENT LP45.5K shares3.63%2026-06-302026-08-07

ORLY OREILLY AUTOMOTIVE INC8.1K shares-2.05%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.0K shares-88.37%2026-06-302026-08-07

MAR MARRIOTT INTL INC NEW1.9K shares-35.77%2026-06-302026-08-07

GOOG ALPHABET INC1.9K shares-84.78%2026-06-302026-08-07

IBB ISHARES TR3.6K shares-77.95%2026-06-302026-08-07

Sponsored

XLF SELECT SECTOR SPDR TR11.1K shares-39.62%2026-06-302026-08-07

SPTM SPDR SERIES TRUST6.9K shares-3.71%2026-06-302026-08-07

SHYM BLACKROCK ETF TRUST II27.8K shares-42.93%2026-06-302026-08-07

HCA HCA HEALTHCARE INC1.5K shares-4.49%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares-7.36%2026-06-302026-08-07

XLY SELECT SECTOR SPDR TR4.9K shares-5.76%2026-06-302026-08-07

WMT WALMART INC5.1K shares-47.63%2026-06-302026-08-07

DFAC DIMENSIONAL ETF TRUST12.6K shares-5.82%2026-06-302026-08-07

Sponsored

MUNI PIMCO ETF TR10.5K shares-43.93%2026-06-302026-08-07

DRI DARDEN RESTAURANTS INC2.7K shares57.42%2026-06-302026-08-07

SPDR SERIES TRUST SPDR SERIES TRUST6.1K shares0.03%2026-06-302026-08-07

XLC SELECT SECTOR SPDR TR4.8K shares0.00%2026-06-302026-08-07

SMLF ISHARES TR5.9K shares-0.15%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC4.3K shares-41.96%2026-06-302026-08-07

DFUV DIMENSIONAL ETF TRUST9.0K sharesnew addition2026-06-302026-08-07

BAC BANK OF AMER CORP8.0K shares-21.50%2026-06-302026-08-07

Sponsored

XLI SELECT SECTOR SPDR TR2.7K shares0.00%2026-06-302026-08-07

UPS UNITED PARCEL SVCS INC4.6K shares17.36%2026-06-302026-08-07

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP1.5K shares17.55%2026-06-302026-08-07

JSI JANUS DETROIT STR TR9.1K shares31.89%2026-06-302026-08-07

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP4.3K sharesnew addition2026-06-302026-08-07

VONE VANGUARD SCOTTSDALE FDS1.4K sharesnew addition2026-06-302026-08-07

BUFR FIRST TR EXCHNG TRADED FD VI12.6K sharesnew addition2026-06-302026-08-07

SNOWFLAKE INC SNOWFLAKE INC1.6K shares359.94%2026-06-302026-08-07

Sponsored

VISA INC VISA INC1.2K shares-53.47%2026-06-302026-08-07

GOVT ISHARES TR19.9K shares-1.94%2026-06-302026-08-07

TSEM TOWER SEMICONDUCTOR LTD2.0K shares0.00%2026-06-302026-08-07

ALL ALLSTATE CORP1.6K shares76.78%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON1.6K shares-5.56%2026-06-302026-08-07

MTUM ISHARES TR1.4K shares0.00%2026-06-302026-08-07

AOR ISHARES TR5.7K shares-0.24%2026-06-302026-08-07

MRK MERCK & CO INC3.0K shares-12.00%2026-06-302026-08-07

Sponsored

CAT CATERPILLAR INC472 shares-37.40%2026-06-302026-08-07

ESGU ISHARES TR2.3K shares-59.59%2026-06-302026-08-07

CDE COEUR MNG INC25.0K shares-2.21%2026-06-302026-08-07

IEUR ISHARES TR4.7K shares-0.95%2026-06-302026-08-07

NEA NUVEEN AMT FREE QLTY MUN INC31.5K shares-42.55%2026-06-302026-08-07

MCD MCDONALDS CORP1.3K shares-74.03%2026-06-302026-08-07

VBIL VANGUARD INSTL INDEX FD4.5K shares0.00%2026-06-302026-08-07

QUANTA SVCS INC QUANTA SVCS INC500 shares-8.42%2026-06-302026-08-07

Sponsored

MOAT VANECK ETF TRUST3.0K shares0.00%2026-06-302026-08-07

KO COCA COLA CO3.8K shares6.15%2026-06-302026-08-07

TDIV FIRST TR EXCHANGE TRADED FD3.0K shares0.00%2026-06-302026-08-07

VSS VANGUARD INTL EQUITY INDEX F2.1K shares13.45%2026-06-302026-08-07

IBM INTERNATIONAL BUSINESS MACHS1.4K shares-25.93%2026-06-302026-08-07

IEMG ISHARES INC4.0K shares-15.64%2026-06-302026-08-07

GSIE GOLDMAN SACHS ETF TR6.6K shares-70.20%2026-06-302026-08-07

BXSL BLACKSTONE SECD LENDING FD13.3K shares-84.26%2026-06-302026-08-07

Sponsored

XT ISHARES TR3.7K shares-87.78%2026-06-302026-08-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC660 shares-39.45%2026-06-302026-08-07

PAAA PGIM ETF TR5.3K shares173.13%2026-06-302026-08-07

HONEYWELL INTL INC HONEYWELL INTL INC1.1K sharesnew addition2026-06-302026-08-07

AMGN AMGEN INC693 shares24.42%2026-06-302026-08-07

MDLZ MONDELEZ INTL INC4.3K shares122.83%2026-06-302026-08-07

GBTC GRAYSCALE BITCOIN TRUST ETF5.4K shares0.00%2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC254 shares-71.10%2026-06-302026-08-07

Sponsored

SSRM SSR MINING IN10.0K shares0.00%2026-06-302026-08-07

XLV SELECT SECTOR SPDR TR1.6K shares-18.15%2026-06-302026-08-07

USIG ISHARES TR5.0K shares0.00%2026-06-302026-08-07

VLUE ISHARES TR1.3K shares-0.38%2026-06-302026-08-07

PEP PEPSICO INC1.8K shares-38.53%2026-06-302026-08-07

XLP SELECT SECTOR SPDR TR2.9K shares0.00%2026-06-302026-08-07

PG PROCTER & GAMBLE CO1.7K shares-34.81%2026-06-302026-08-07

LW LAMB WESTON HLDGS INC4.6K shares14346.88%2026-06-302026-08-07

Sponsored

HD HOME DEPOT INC732 shares-75.35%2026-06-302026-08-07

THG HANOVER INS GROUP INC1.0K shares505.29%2026-06-302026-08-07

WASTE MGMT INC DEL WASTE MGMT INC DEL1.1K shares-76.71%2026-06-302026-08-07

COF CAPITAL ONE FINL CORP1.1K shares83.96%2026-06-302026-08-07

IJS ISHARES TR1.7K shares0.00%2026-06-302026-08-07

C CITIGROUP INC1.8K shares22.69%2026-06-302026-08-07

OTF BLUE OWL TECHNOLOGY FIN CORP23.4K shares-53.98%2026-06-302026-08-07

IWD ISHARES TR919 shares-93.57%2026-06-302026-08-07

Sponsored

ALPS ETF TR ALPS ETF TR4.2K shares0.00%2026-06-302026-08-07

BF.B BROWN FORMAN CORP8.0K shares1254.92%2026-06-302026-08-07

MS MORGAN STANLEY1.1K shares334.80%2026-06-302026-08-07

DE DEERE & CO381 shares-0.52%2026-06-302026-08-07

VTV VANGUARD INDEX FDS1.0K shares-87.06%2026-06-302026-08-07

UNP UNION PAC CORP767 shares63.19%2026-06-302026-08-07

VRT VERTIV HOLDINGS CO918 shares10.47%2026-06-302026-08-07

TIGO MILLICOM INTL CELLULAR S A2.3K sharesnew addition2026-06-302026-08-07

Sponsored

XLE SELECT SECTOR SPDR TR3.6K shares0.00%2026-06-302026-08-07

DFAT DIMENSIONAL ETF TRUST3.0K sharesnew addition2026-06-302026-08-07

SNA SNAP ON INC511 sharesnew addition2026-06-302026-08-07

GPK GRAPHIC PACKAGING HLDG CO19.5K sharesnew addition2026-06-302026-08-07

CL COLGATE PALMOLIVE CO2.3K shares412.33%2026-06-302026-08-07

AFG AMERICAN FINANCIAL GROUP INC1.5K shares1178.26%2026-06-302026-08-07

WSM WILLIAMS SONOMA INC907 sharesnew addition2026-06-302026-08-07

MSM MSC INDL DIRECT INC1.7K shares948.75%2026-06-302026-08-07

Sponsored

IVW ISHARES TR1.5K shares0.00%2026-06-302026-08-07

ES EVERSOURCE ENERGY2.8K shares567.76%2026-06-302026-08-07

EVRG EVERGY INC2.4K shares476.60%2026-06-302026-08-07

ROK ROCKWELL AUTOMATION INC421 sharesnew addition2026-06-302026-08-07

SLV ISHARES SILVER TR3.8K shares0.00%2026-06-302026-08-07

BC BRUNSWICK CORP2.5K shares914.80%2026-06-302026-08-07

AG FIRST MAJESTIC SILVER CORP10.0K shares0.00%2026-06-302026-08-07

HL HECLA MINING COMPANY10.0K shares-17.25%2026-06-302026-08-07

Sponsored

UUUU ENERGY FUELS INC10.0K shares0.00%2026-06-302026-08-07

ATEC ALPHATEC HLDGS INC10.0K shares0.00%2026-06-302026-08-07

EQX EQUINOX GOLD CORP10.0K shares0.00%2026-06-302026-08-07

ENVX ENOVIX CORPORATION20.0K shares0.00%2026-06-302026-08-07

EXK ENDEAVOUR SILVER CORP10.2K shares0.00%2026-06-302026-08-07

TELA TELA BIO INC52.5K shares0.00%2026-06-302026-08-07

HIVE HIVE DIGITAL TECHNOLOGIES LT10.0K shares0.00%2026-06-302026-08-07

PLUG PLUG PWR INC10.0K sharesnew addition2026-06-302026-08-07

Sponsored

VUG

VANGUARD INDEX FDS

467.81%

Shares513.7K

Event2026-06-30

Filed2026-08-07

DFLV

DIMENSIONAL ETF TRUST

-2.60%

Shares988.6K

Event2026-06-30

Filed2026-08-07

JCPB

J P MORGAN EXCHANGE TRADED F

-0.45%

Shares864.7K

Event2026-06-30

Filed2026-08-07

JAAA

JANUS DETROIT STR TR

4.20%

Shares722.9K

Event2026-06-30

Filed2026-08-07

DFAX

DIMENSIONAL ETF TRUST

-2.14%

Shares793.7K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

-24.73%

Shares58.2K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

-41.55%

Shares76.0K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

-36.18%

Shares54.0K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

-27.69%

Shares76.9K

Event2026-06-30

Filed2026-08-07

DSCO

DOUBLELINE ETF TRUST

New

Shares610.4K

Event2026-06-30

Filed2026-08-07

PAVE

GLOBAL X FDS

-5.38%

Shares267.4K

Event2026-06-30

Filed2026-08-07

AVEM

AMERICAN CENTY ETF TR

-5.57%

Shares165.2K

Event2026-06-30

Filed2026-08-07

XTL

SPDR SERIES TRUST

New

Shares69.5K

Event2026-06-30

Filed2026-08-07

CLOI

VANECK ETF TRUST

1.96%

Shares269.9K

Event2026-06-30

Filed2026-08-07

XBI

SPDR SERIES TRUST

261488.89%

Shares94.2K

Event2026-06-30

Filed2026-08-07

DFIV

DIMENSIONAL ETF TRUST

-2.60%

Shares239.9K

Event2026-06-30

Filed2026-08-07

USHY

ISHARES TR

6.53%

Shares369.0K

Event2026-06-30

Filed2026-08-07

SEIX

VIRTUS ETF TR II

-21.09%

Shares582.6K

Event2026-06-30

Filed2026-08-07

FBND

FIDELITY MERRIMACK STR TR

-20.06%

Shares297.6K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

-35.54%

Shares26.9K

Event2026-06-30

Filed2026-08-07

CIBR

FIRST TR EXCHANGE-TRADED FD

-21.55%

Shares133.4K

Event2026-06-30

Filed2026-08-07

EVTR

MORGAN STANLEY ETF TRUST

-20.08%

Shares231.6K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

-28.01%

Shares25.9K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

-19.05%

Shares32.1K

Event2026-06-30

Filed2026-08-07

IDHQ

INVESCO EXCH TRADED FD TR II

-2.72%

Shares217.5K

Event2026-06-30

Filed2026-08-07

JPIB

J P MORGAN EXCHANGE TRADED F

-39.33%

Shares189.2K

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC

221.54%

Shares47.2K

Event2026-06-30

Filed2026-08-07

ANGL

VANECK ETF TRUST

-21.82%

Shares310.5K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

-28.71%

Shares18.3K

Event2026-06-30

Filed2026-08-07

SCHR

SCHWAB STRATEGIC TR

-19.77%

Shares329.3K

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD SPECIALIZED FUNDS

-46.15%

Shares32.4K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-16.91%

Shares15.1K

Event2026-06-30

Filed2026-08-07

GEM

GOLDMAN SACHS ETF TR

-3.92%

Shares152.4K

Event2026-06-30

Filed2026-08-07

FLTR

VANECK ETF TRUST

-4.49%

Shares280.9K

Event2026-06-30

Filed2026-08-07

JBBB

JANUS DETROIT STR TR

-39.91%

Shares143.4K

Event2026-06-30

Filed2026-08-07

NLR

VANECK ETF TRUST

-16.33%

Shares61.5K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

174.78%

Shares79.8K

Event2026-06-30

Filed2026-08-07

PULS

PGIM ETF TR

3.63%

Shares114.2K

Event2026-06-30

Filed2026-08-07

SDY

SPDR SERIES TRUST

-52.06%

Shares33.0K

Event2026-06-30

Filed2026-08-07

PYLD

PIMCO ETF TR

-39.39%

Shares192.4K

Event2026-06-30

Filed2026-08-07

SPGM

SPDR INDEX SHS FDS

-5.72%

Shares58.6K

Event2026-06-30

Filed2026-08-07

CGGR

CAPITAL GROUP GROWTH ETF

-4.03%

Shares110.3K

Event2026-06-30

Filed2026-08-07

JQUA

J P MORGAN EXCHANGE TRADED F

-4.02%

Shares68.4K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

-59.14%

Shares6.6K

Event2026-06-30

Filed2026-08-07

JMEE

J P MORGAN EXCHANGE TRADED F

-4.93%

Shares62.8K

Event2026-06-30

Filed2026-08-07

VTIP

VANGUARD MALVERN FDS

-3.31%

Shares96.0K

Event2026-06-30

Filed2026-08-07

VYM

VANGUARD WHITEHALL FDS

-41.70%

Shares28.5K

Event2026-06-30

Filed2026-08-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

-60.00%

Shares6

Event2026-06-30

Filed2026-08-07

JMBS

JANUS DETROIT STR TR

3.29%

Shares91.2K

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES INC

-19.95%

Shares32.4K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

-26.18%

Shares6.9K

Event2026-06-30

Filed2026-08-07

PDI

PIMCO DYNAMIC INCOME FD

-38.59%

Shares227.6K

Event2026-06-30

Filed2026-08-07

UBER

UBER TECHNOLOGIES INC

-17.73%

Shares50.1K

Event2026-06-30

Filed2026-08-07

VANGUARD INTL EQUITY INDEX F

-47.99%

Shares22.0K

Event2026-06-30

Filed2026-08-07

LMBS

FIRST TR EXCHANGE-TRADED FD

3.55%

Shares55.1K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

-0.41%

Shares7.0K

Event2026-06-30

Filed2026-08-07

FLOT

ISHARES TR

3.51%

Shares49.0K

Event2026-06-30

Filed2026-08-07

OKLO

OKLO INC

-18.91%

Shares63.7K

Event2026-06-30

Filed2026-08-07

XLK

SELECT SECTOR SPDR TR

-63.76%

Shares12.6K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-15.51%

Shares2.3K

Event2026-06-30

Filed2026-08-07

BNDW

VANGUARD SCOTTSDALE FDS

-2.00%

Shares22.2K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-0.02%

Shares4.3K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-68.17%

Shares4.6K

Event2026-06-30

Filed2026-08-07

VEU

VANGUARD INTL EQUITY INDEX F

6.17%

Shares15.9K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

-8.90%

Shares5.1K

Event2026-06-30

Filed2026-08-07

SPAB

SPDR SERIES TRUST

-12.49%

Shares47.5K

Event2026-06-30

Filed2026-08-07

RDDT

REDDIT INC

-68.35%

Shares7.8K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

-92.49%

Shares1.6K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

-36.47%

Shares6.9K

Event2026-06-30

Filed2026-08-07

PKW

INVESCO EXCHANGE TRADED FD T

-17.58%

Shares7.1K

Event2026-06-30

Filed2026-08-07

QUAL

ISHARES TR

-1.33%

Shares4.6K

Event2026-06-30

Filed2026-08-07

SSUS

STRATEGY SHS

-7.02%

Shares18.5K

Event2026-06-30

Filed2026-08-07

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-07

MINO

PIMCO ETF TR

-43.42%

Shares19.2K

Event2026-06-30

Filed2026-08-07

PSLV

SPROTT ASSET MANAGEMENT LP

3.63%

Shares45.5K

Event2026-06-30

Filed2026-08-07

ORLY

OREILLY AUTOMOTIVE INC

-2.05%

Shares8.1K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

-88.37%

Shares2.0K

Event2026-06-30

Filed2026-08-07

MAR

MARRIOTT INTL INC NEW

-35.77%

Shares1.9K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

-84.78%

Shares1.9K

Event2026-06-30

Filed2026-08-07

IBB

ISHARES TR

-77.95%

Shares3.6K

Event2026-06-30

Filed2026-08-07

XLF

SELECT SECTOR SPDR TR

-39.62%

Shares11.1K

Event2026-06-30

Filed2026-08-07

SPTM

SPDR SERIES TRUST

-3.71%

Shares6.9K

Event2026-06-30

Filed2026-08-07

SHYM

BLACKROCK ETF TRUST II

-42.93%

Shares27.8K

Event2026-06-30

Filed2026-08-07

HCA

HCA HEALTHCARE INC

-4.49%

Shares1.5K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-7.36%

Shares1.6K

Event2026-06-30

Filed2026-08-07

XLY

SELECT SECTOR SPDR TR

-5.76%

Shares4.9K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

-47.63%

Shares5.1K

Event2026-06-30

Filed2026-08-07

DFAC

DIMENSIONAL ETF TRUST

-5.82%

Shares12.6K

Event2026-06-30

Filed2026-08-07

MUNI

PIMCO ETF TR

-43.93%

Shares10.5K

Event2026-06-30

Filed2026-08-07

DRI

DARDEN RESTAURANTS INC

57.42%

Shares2.7K

Event2026-06-30

Filed2026-08-07

SPDR SERIES TRUST

0.03%

Shares6.1K

Event2026-06-30

Filed2026-08-07

XLC

SELECT SECTOR SPDR TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-07

SMLF

ISHARES TR

-0.15%

Shares5.9K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

-41.96%

Shares4.3K

Event2026-06-30

Filed2026-08-07

DFUV

DIMENSIONAL ETF TRUST

New

Shares9.0K

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

-21.50%

Shares8.0K

Event2026-06-30

Filed2026-08-07

XLI

SELECT SECTOR SPDR TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-07

UPS

UNITED PARCEL SVCS INC

17.36%

Shares4.6K

Event2026-06-30

Filed2026-08-07

ROYAL CARIBBEAN GROUP

17.55%

Shares1.5K

Event2026-06-30

Filed2026-08-07

JSI

JANUS DETROIT STR TR

31.89%

Shares9.1K

Event2026-06-30

Filed2026-08-07

SPACE EXPLORATION TECHN CORP

New

Shares4.3K

Event2026-06-30

Filed2026-08-07

VONE

VANGUARD SCOTTSDALE FDS

New

Shares1.4K

Event2026-06-30

Filed2026-08-07

BUFR

FIRST TR EXCHNG TRADED FD VI

New

Shares12.6K

Event2026-06-30

Filed2026-08-07

SNOWFLAKE INC

359.94%

Shares1.6K

Event2026-06-30

Filed2026-08-07

VISA INC

-53.47%

Shares1.2K

Event2026-06-30

Filed2026-08-07

GOVT

ISHARES TR

-1.94%

Shares19.9K

Event2026-06-30

Filed2026-08-07

TSEM

TOWER SEMICONDUCTOR LTD

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-07

ALL

ALLSTATE CORP

76.78%

Shares1.6K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

-5.56%

Shares1.6K

Event2026-06-30

Filed2026-08-07

MTUM

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-07

AOR

ISHARES TR

-0.24%

Shares5.7K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

-12.00%

Shares3.0K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

-37.40%

Shares472

Event2026-06-30

Filed2026-08-07

ESGU

ISHARES TR

-59.59%

Shares2.3K

Event2026-06-30

Filed2026-08-07

CDE

COEUR MNG INC

-2.21%

Shares25.0K

Event2026-06-30

Filed2026-08-07

IEUR

ISHARES TR

-0.95%

Shares4.7K

Event2026-06-30

Filed2026-08-07

NEA

NUVEEN AMT FREE QLTY MUN INC

-42.55%

Shares31.5K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

-74.03%

Shares1.3K

Event2026-06-30

Filed2026-08-07

VBIL

VANGUARD INSTL INDEX FD

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-07

QUANTA SVCS INC

-8.42%

Shares500

Event2026-06-30

Filed2026-08-07

MOAT

VANECK ETF TRUST

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

6.15%

Shares3.8K

Event2026-06-30

Filed2026-08-07

TDIV

FIRST TR EXCHANGE TRADED FD

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-07

VSS

VANGUARD INTL EQUITY INDEX F

13.45%

Shares2.1K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

-25.93%

Shares1.4K

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES INC

-15.64%

Shares4.0K

Event2026-06-30

Filed2026-08-07

GSIE

GOLDMAN SACHS ETF TR

-70.20%

Shares6.6K

Event2026-06-30

Filed2026-08-07

BXSL

BLACKSTONE SECD LENDING FD

-84.26%

Shares13.3K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-87.78%

Shares3.7K

Event2026-06-30

Filed2026-08-07

UNITEDHEALTH GROUP INC

-39.45%

Shares660

Event2026-06-30

Filed2026-08-07

PAAA

PGIM ETF TR

173.13%

Shares5.3K

Event2026-06-30

Filed2026-08-07

HONEYWELL INTL INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

24.42%

Shares693

Event2026-06-30

Filed2026-08-07

MDLZ

MONDELEZ INTL INC

122.83%

Shares4.3K

Event2026-06-30

Filed2026-08-07

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

-71.10%

Shares254

Event2026-06-30

Filed2026-08-07

SSRM

SSR MINING IN

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-07

XLV

SELECT SECTOR SPDR TR

-18.15%

Shares1.6K

Event2026-06-30

Filed2026-08-07

USIG

ISHARES TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-07

VLUE

ISHARES TR

-0.38%

Shares1.3K

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

-38.53%

Shares1.8K

Event2026-06-30

Filed2026-08-07

XLP

SELECT SECTOR SPDR TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

-34.81%

Shares1.7K

Event2026-06-30

Filed2026-08-07

LAMB WESTON HLDGS INC

14346.88%

Shares4.6K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

-75.35%

Shares732

Event2026-06-30

Filed2026-08-07

THG

HANOVER INS GROUP INC

505.29%

Shares1.0K

Event2026-06-30

Filed2026-08-07

WASTE MGMT INC DEL

-76.71%

Shares1.1K

Event2026-06-30

Filed2026-08-07

COF

CAPITAL ONE FINL CORP

83.96%

Shares1.1K

Event2026-06-30

Filed2026-08-07

IJS

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-07

CITIGROUP INC

22.69%

Shares1.8K

Event2026-06-30

Filed2026-08-07

OTF

BLUE OWL TECHNOLOGY FIN CORP

-53.98%

Shares23.4K

Event2026-06-30

Filed2026-08-07

IWD

ISHARES TR

-93.57%

Shares919

Event2026-06-30

Filed2026-08-07

ALPS ETF TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-07

BF.B

BROWN FORMAN CORP

1254.92%

Shares8.0K

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

334.80%

Shares1.1K

Event2026-06-30

Filed2026-08-07

DEERE & CO

-0.52%

Shares381

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD INDEX FDS

-87.06%

Shares1.0K

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

63.19%

Shares767

Event2026-06-30

Filed2026-08-07

VRT

VERTIV HOLDINGS CO

10.47%

Shares918

Event2026-06-30

Filed2026-08-07

TIGO

MILLICOM INTL CELLULAR S A

New

Shares2.3K

Event2026-06-30

Filed2026-08-07

XLE

SELECT SECTOR SPDR TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-07

DFAT

DIMENSIONAL ETF TRUST

New

Shares3.0K

Event2026-06-30

Filed2026-08-07

SNA

SNAP ON INC

New

Shares511

Event2026-06-30

Filed2026-08-07

GPK

GRAPHIC PACKAGING HLDG CO

New

Shares19.5K

Event2026-06-30

Filed2026-08-07

COLGATE PALMOLIVE CO

412.33%

Shares2.3K

Event2026-06-30

Filed2026-08-07

AFG

AMERICAN FINANCIAL GROUP INC

1178.26%

Shares1.5K

Event2026-06-30

Filed2026-08-07

WSM

WILLIAMS SONOMA INC

New

Shares907

Event2026-06-30

Filed2026-08-07

MSM

MSC INDL DIRECT INC

948.75%

Shares1.7K

Event2026-06-30

Filed2026-08-07

IVW

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-07

EVERSOURCE ENERGY

567.76%

Shares2.8K

Event2026-06-30

Filed2026-08-07

EVRG

EVERGY INC

476.60%

Shares2.4K

Event2026-06-30

Filed2026-08-07

ROK

ROCKWELL AUTOMATION INC

New

Shares421

Event2026-06-30

Filed2026-08-07

SLV

ISHARES SILVER TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-07

BRUNSWICK CORP

914.80%

Shares2.5K

Event2026-06-30

Filed2026-08-07

FIRST MAJESTIC SILVER CORP

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-07

HECLA MINING COMPANY

-17.25%

Shares10.0K

Event2026-06-30

Filed2026-08-07

UUUU

ENERGY FUELS INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-07

ATEC

ALPHATEC HLDGS INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-07

EQX

EQUINOX GOLD CORP

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-07

ENVX

ENOVIX CORPORATION

0.00%

Shares20.0K

Event2026-06-30

Filed2026-08-07

EXK

ENDEAVOUR SILVER CORP

0.00%

Shares10.2K

Event2026-06-30

Filed2026-08-07

TELA

TELA BIO INC

0.00%

Shares52.5K

Event2026-06-30

Filed2026-08-07

HIVE

HIVE DIGITAL TECHNOLOGIES LT

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-07

PLUG

PLUG PWR INC

New

Shares10.0K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

SPACE EXPLORATION TECHN CORP Call CallSPACE EXPLORATION TECHN CORP200 sharesnew addition2026-06-302026-08-07

CROWDSTRIKE HLDGS INC Call CallCROWDSTRIKE HLDGS INC100 sharesnew addition2026-06-302026-08-07

SPACE EXPLORATION TECHN CORP Call

SPACE EXPLORATION TECHN CORP

New

Shares200

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC Call

CROWDSTRIKE HLDGS INC

New

Shares100

Event2026-06-30

Filed2026-08-07

Put Option Holdings

No put option holdings data available