Sponsored

The Analysis of DMC Group, LLC's Holdings & P&L

Currently, DMC Group, LLC holds 128 types of securities in its portfolio with a total value $146.0M. In the most recent quarter, they have increased their positions in KLAC (+7.7K shares, valued at $2.3M), N/A (+8.4K shares, valued at $1.1M), ITOT (+6.7K shares, valued at $1.1M); decreased their positions in AAPL (-6.6K shares, valued at $1.9M), AMD (-2.7K shares, valued at $1.5M), BLK (-782 shares, valued at $751.9K); initiated new positions in N/A (+8.4K shares, valued at $1.1M), ITOT (+6.7K shares, valued at $1.1M), N/A (+2.1K shares, valued at $794.5K).

1M P&L

+3.8M+3.37%

3M P&L

-12.8M-9.81%

HY P&L

+811.2K+0.69%

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/A38.7M

31.7%

2Consumer Electronics15.5M

12.7%

3Semiconductors11.6M

9.5%

Top Industries by Stock Count

1N/A29 stocks

26.9%

2Semiconductors5 stocks

4.6%

3Drug Manufacturers - General5 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM51.2K shares-11.49%2026-06-302026-07-28

ISHARES CORE U.S. AGGREGATE BOND ETF ISHARES CORE U.S. AGGREGATE BOND ETF59.3K shares-9.01%2026-06-302026-07-28

BWZ STATE STREET SPDR BLOOMBERG ST INTL TSY BD ETF199.2K shares11.85%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC COM7.3K shares-26.77%2026-06-302026-07-28

IGSB ISHARES 1-5YR CORPORATE BOND ETF77.3K shares3.17%2026-06-302026-07-28

IGOV ISHARES INTERNATIONAL TREASURY BOND ETF91.9K shares7.48%2026-06-302026-07-28

INTC INTEL CORP COM26.9K shares-16.07%2026-06-302026-07-28

GOOGL ALPHABET INC CAP STK CL A9.6K shares-17.64%2026-06-302026-07-28

Sponsored

IGIB ISHARES 5-10YR CORPORATE BOND ETF63.4K shares-2.36%2026-06-302026-07-28

MSFT MICROSOFT CORP COM8.7K shares-12.17%2026-06-302026-07-28

STIP ISHARES 0-5 YEAR TIPS BOND ETF27.5K shares-6.74%2026-06-302026-07-28

KLAC KLA CORP COM NEW8.6K shares887.31%2026-06-302026-07-28

AMZN AMAZON COM INC COM10.3K shares-21.82%2026-06-302026-07-28

GOVT ISHARES U.S. TREASURY BOND ETF95.2K shares-1.57%2026-06-302026-07-28

CISCO SYS INC COM CISCO SYS INC COM18.0K shares-4.97%2026-06-302026-07-28

RTX CORPORATION COM RTX CORPORATION COM11.1K shares-14.33%2026-06-302026-07-28

Sponsored

IEF ISHARES 7-10 YEAR TREASURY BOND ETF21.0K shares10.82%2026-06-302026-07-28

META PLATFORMS INC CL A META PLATFORMS INC CL A3.4K shares-25.50%2026-06-302026-07-28

SCHO SCHWAB SHORT-TERM US TREASURY ETF79.5K shares-5.49%2026-06-302026-07-28

FTNT FORTINET INC COM12.4K shares-18.98%2026-06-302026-07-28

CAT CATERPILLAR INC COM1.7K shares-5.38%2026-06-302026-07-28

ASML ASML HLDG NV N Y REGISTRY SHS830 shares-17.25%2026-06-302026-07-28

ALAB ASTERA LABS INC COM3.1K shares-5.32%2026-06-302026-07-28

STLD STEEL DYNAMICS INC COM6.5K shares-19.42%2026-06-302026-07-28

Sponsored

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM1.6K shares-15.93%2026-06-302026-07-28

UCB UNITED CMNTY BKS BLAIRSVLE GA COM41.7K shares-8.65%2026-06-302026-07-28

GILD GILEAD SCIENCES INC COM11.4K shares-10.28%2026-06-302026-07-28

ABBVIE INC COM ABBVIE INC COM5.5K shares-16.41%2026-06-302026-07-28

VLO VALERO ENERGY CORP COM5.2K shares-15.77%2026-06-302026-07-28

AMGN AMGEN INC COM3.6K shares-1.25%2026-06-302026-07-28

SOUTHERN CO COM SOUTHERN CO COM13.7K shares-17.80%2026-06-302026-07-28

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM3.8K shares-22.76%2026-06-302026-07-28

Sponsored

CVX CHEVRON CORPORATION COM7.1K shares-10.06%2026-06-302026-07-28

IAU ISHARES GOLD TRUST15.5K shares-14.34%2026-06-302026-07-28

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS8.4K sharesnew addition2026-06-302026-07-28

MBB ISHARES MBS ETF12.1K shares-11.69%2026-06-302026-07-28

MTZ MASTEC INC COM2.7K shares-10.42%2026-06-302026-07-28

PG PROCTER & GAMBLE CO COM7.5K shares-12.99%2026-06-302026-07-28

ITOT ISHARES CORE S&P TOTAL US STOCK ETF6.7K sharesnew addition2026-06-302026-07-28

NVDA NVIDIA CORPORATION COM5.2K shares-12.98%2026-06-302026-07-28

Sponsored

BAR GRANITESHARES GOLD SHARES25.8K shares5.40%2026-06-302026-07-28

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS2.1K shares1.72%2026-06-302026-07-28

SHOP SHOPIFY INC CL A SUB VTG SHS8.8K shares-10.65%2026-06-302026-07-28

FLOT ISHARES FLOATING RATE BOND ETF19.1K shares-7.45%2026-06-302026-07-28

MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS47.2K shares-9.97%2026-06-302026-07-28

SAP SAP SE SPON ADR6.0K shares-6.70%2026-06-302026-07-28

LNC LINCOLN NATL CORP IND COM25.5K shares-18.64%2026-06-302026-07-28

STT STATE STR CORP COM5.3K shares-18.72%2026-06-302026-07-28

Sponsored

UNM UNUM GROUP COM10.0K shares-13.51%2026-06-302026-07-28

GNMA ISHARES GNMA BOND ETF20.1K shares-6.79%2026-06-302026-07-28

NETFLIX INC. COM NETFLIX INC. COM12.3K shares-24.70%2026-06-302026-07-28

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF9.0K shares26.39%2026-06-302026-07-28

EMR EMERSON ELEC CO COM5.9K shares-9.55%2026-06-302026-07-28

HD HOME DEPOT INC COM2.3K shares-2.54%2026-06-302026-07-28

VZ VERIZON COMMUNICATIONS INC COM18.9K shares-8.03%2026-06-302026-07-28

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF2.1K sharesnew addition2026-06-302026-07-28

Sponsored

LRCX LAM RESEARCH CORP COM NEW1.8K shares16.95%2026-06-302026-07-28

WFC WELLS FARGO & CO COM9.3K shares-15.57%2026-06-302026-07-28

SYY SYSCO CORP COM8.9K shares-0.45%2026-06-302026-07-28

SONY SONY GROUP CORP SPONSORED ADR36.7K shares-14.50%2026-06-302026-07-28

FSLR FIRST SOLAR INC COM3.0K shares0.00%2026-06-302026-07-28

SCZ ISHARES MSCI EAFE SMALL-CAP ETF8.3K shares-11.79%2026-06-302026-07-28

QBTS D-WAVE QUANTUM INC COM28.0K shares-12.79%2026-06-302026-07-28

SHY ISHARES 1-3 YEAR TREASURY BOND ETF8.1K shares18.58%2026-06-302026-07-28

Sponsored

ROK ROCKWELL AUTOMATION INC COM1.3K shares-12.09%2026-06-302026-07-28

IMKTA INGLES MKTS INC CL A7.3K shares-0.78%2026-06-302026-07-28

GL GLOBE LIFE INC COM3.5K shares-10.98%2026-06-302026-07-28

BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR24.5K shares20.74%2026-06-302026-07-28

SCHP SCHWAB US TIPS ETF23.1K shares-6.05%2026-06-302026-07-28

ALLEGION PLC ORD SHS ALLEGION PLC ORD SHS4.3K shares-14.05%2026-06-302026-07-28

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF5.8K shares-27.51%2026-06-302026-07-28

EOG EOG RES INC COM4.4K shares-1.36%2026-06-302026-07-28

Sponsored

AXON AXON ENTERPRISE INC COM1.0K shares-7.65%2026-06-302026-07-28

ET ENERGY TRANSFER L P COM UT LTD PTN29.0K shares-3.33%2026-06-302026-07-28

HIG HARTFORD INSURANCE GROUP INC COM4.1K shares-13.40%2026-06-302026-07-28

T AT&T INC COM26.3K shares-24.20%2026-06-302026-07-28

BND VANGUARD TOTAL BOND MARKET ETF7.3K sharesnew addition2026-06-302026-07-28

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A4.6K shares-47.01%2026-06-302026-07-28

SHEL SHELL PLC SPON ADS6.6K shares-12.63%2026-06-302026-07-28

PNC PNC FINL SVCS GROUP INC COM2.0K shares-14.87%2026-06-302026-07-28

Sponsored

MCD MCDONALDS CORP COM1.8K shares-22.73%2026-06-302026-07-28

FMS FRESENIUS MEDICAL CARE AG SPONSORED ADR21.6K shares-3.88%2026-06-302026-07-28

MDLZ MONDELEZ INTL INC CL A8.2K shares128.62%2026-06-302026-07-28

AMT AMERICAN TOWER CORP COM2.9K shares-3.63%2026-06-302026-07-28

BLK BLACKROCK INC COM473 shares-62.31%2026-06-302026-07-28

ISRG INTUITIVE SURGICAL INC COM NEW1.1K shares3.66%2026-06-302026-07-28

AEROVIRONMENT INC COM AEROVIRONMENT INC COM2.7K shares-18.11%2026-06-302026-07-28

CWI STATE STREET SPDR MSCI ACWI EX-US ETF10.1K shares23.36%2026-06-302026-07-28

Sponsored

TIP ISHARES TIPS BOND ETF3.7K shares-22.38%2026-06-302026-07-28

QQQ INVESCO QQQ TRUST SERIES I555 shares-14.88%2026-06-302026-07-28

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF5.1K shares-0.16%2026-06-302026-07-28

AEP AMERICAN ELEC PWR CO INC COM2.9K shares-7.87%2026-06-302026-07-28

BROADCOM INC COM BROADCOM INC COM1.0K shares13.40%2026-06-302026-07-28

CRM SALESFORCE INC COM2.5K shares43.52%2026-06-302026-07-28

LLY ELI LILLY & CO COM318 shares-34.57%2026-06-302026-07-28

ING ING GROEP N.V. SPONSORED ADR12.1K shares1.42%2026-06-302026-07-28

Sponsored

FREEPORT MCMORAN INC CL B FREEPORT MCMORAN INC CL B6.0K shares-19.05%2026-06-302026-07-28

MRK MERCK & CO INC COM2.9K shares-0.03%2026-06-302026-07-28

NMR NOMURA HLDGS INC SPONSORED ADR42.6K shares-14.30%2026-06-302026-07-28

RKLB ROCKET LAB CORP COM3.6K shares5.03%2026-06-302026-07-28

SMG SCOTTS MIRACLE-GRO CO CL A5.2K shares14.40%2026-06-302026-07-28

CAVA CAVA GROUP INC COM4.4K shares-10.74%2026-06-302026-07-28

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF6.8K sharesnew addition2026-06-302026-07-28

NVO NOVO-NORDISK A S ADR7.2K shares-26.65%2026-06-302026-07-28

Sponsored

IBM INTERNATIONAL BUSINESS MACHS COM1.2K shares-40.68%2026-06-302026-07-28

UBER UBER TECHNOLOGIES INC COM4.6K shares0.00%2026-06-302026-07-28

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND3.9K sharesnew addition2026-06-302026-07-28

DOW DOW HLDGS INC COM12.0K shares0.02%2026-06-302026-07-28

HONEYWELL INTL INC COM HONEYWELL INTL INC COM1.5K sharesnew addition2026-06-302026-07-28

HONEYWELL AEROSPACE INC COM HONEYWELL AEROSPACE INC COM1.5K sharesnew addition2026-06-302026-07-28

PSA PUBLIC STORAGE COM966 shares-0.10%2026-06-302026-07-28

SE SEA LTD SPONSORD ADS3.1K sharesnew addition2026-06-302026-07-28

Sponsored

VGSH VANGUARD SHORT-TERM TREASURY ETF5.0K shares8.11%2026-06-302026-07-28

UNP UNION PAC CORP COM1.1K shares-8.69%2026-06-302026-07-28

VISA INC COM CL A VISA INC COM CL A839 shares-10.65%2026-06-302026-07-28

LOW LOWES COS INC COM1.3K shares-17.27%2026-06-302026-07-28

GOOG ALPHABET INC CAP STK CL C750 sharesnew addition2026-06-302026-07-28

IBIT ISHARES BITCOIN TRUST ETF7.9K sharesnew addition2026-06-302026-07-28

JBL JABIL INC COM651 shares-42.03%2026-06-302026-07-28

MAA MID-AMER APT CMNTYS INC COM1.7K shares-3.03%2026-06-302026-07-28

Sponsored

SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMP MKT ETF2.6K sharesnew addition2026-06-302026-07-28

DEO DIAGEO PLC SPON ADR NEW2.9K shares-15.50%2026-06-302026-07-28

KYMR KYMERA THERAPEUTICS INC COM2.0K sharesnew addition2026-06-302026-07-28

KO COCA COLA CO COM2.8K shares-5.82%2026-06-302026-07-28

BBIO BRIDGEBIO PHARMA INC COM3.0K shares-14.29%2026-06-302026-07-28

AFFIRM HLDGS INC COM CL A AFFIRM HLDGS INC COM CL A2.7K sharesnew addition2026-06-302026-07-28

LHX L3HARRIS TECHNOLOGIES INC COM736 shares-25.05%2026-06-302026-07-28

APH AMPHENOL CORP CL A1.1K sharesnew addition2026-06-302026-07-28

Sponsored

AAPL

APPLE INC COM

-11.49%

Shares51.2K

Event2026-06-30

Filed2026-07-28

ISHARES CORE U.S. AGGREGATE BOND ETF

-9.01%

Shares59.3K

Event2026-06-30

Filed2026-07-28

BWZ

STATE STREET SPDR BLOOMBERG ST INTL TSY BD ETF

11.85%

Shares199.2K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC COM

-26.77%

Shares7.3K

Event2026-06-30

Filed2026-07-28

IGSB

ISHARES 1-5YR CORPORATE BOND ETF

3.17%

Shares77.3K

Event2026-06-30

Filed2026-07-28

IGOV

ISHARES INTERNATIONAL TREASURY BOND ETF

7.48%

Shares91.9K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP COM

-16.07%

Shares26.9K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC CAP STK CL A

-17.64%

Shares9.6K

Event2026-06-30

Filed2026-07-28

IGIB

ISHARES 5-10YR CORPORATE BOND ETF

-2.36%

Shares63.4K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP COM

-12.17%

Shares8.7K

Event2026-06-30

Filed2026-07-28

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

-6.74%

Shares27.5K

Event2026-06-30

Filed2026-07-28

KLAC

KLA CORP COM NEW

887.31%

Shares8.6K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC COM

-21.82%

Shares10.3K

Event2026-06-30

Filed2026-07-28

GOVT

ISHARES U.S. TREASURY BOND ETF

-1.57%

Shares95.2K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC COM

-4.97%

Shares18.0K

Event2026-06-30

Filed2026-07-28

RTX CORPORATION COM

-14.33%

Shares11.1K

Event2026-06-30

Filed2026-07-28

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

10.82%

Shares21.0K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC CL A

-25.50%

Shares3.4K

Event2026-06-30

Filed2026-07-28

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

-5.49%

Shares79.5K

Event2026-06-30

Filed2026-07-28

FTNT

FORTINET INC COM

-18.98%

Shares12.4K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC COM

-5.38%

Shares1.7K

Event2026-06-30

Filed2026-07-28

ASML

ASML HLDG NV N Y REGISTRY SHS

-17.25%

Shares830

Event2026-06-30

Filed2026-07-28

ALAB

ASTERA LABS INC COM

-5.32%

Shares3.1K

Event2026-06-30

Filed2026-07-28

STLD

STEEL DYNAMICS INC COM

-19.42%

Shares6.5K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION COM

-15.93%

Shares1.6K

Event2026-06-30

Filed2026-07-28

UCB

UNITED CMNTY BKS BLAIRSVLE GA COM

-8.65%

Shares41.7K

Event2026-06-30

Filed2026-07-28

GILD

GILEAD SCIENCES INC COM

-10.28%

Shares11.4K

Event2026-06-30

Filed2026-07-28

ABBVIE INC COM

-16.41%

Shares5.5K

Event2026-06-30

Filed2026-07-28

VLO

VALERO ENERGY CORP COM

-15.77%

Shares5.2K

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC COM

-1.25%

Shares3.6K

Event2026-06-30

Filed2026-07-28

SOUTHERN CO COM

-17.80%

Shares13.7K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO COM

-22.76%

Shares3.8K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION COM

-10.06%

Shares7.1K

Event2026-06-30

Filed2026-07-28

IAU

ISHARES GOLD TRUST

-14.34%

Shares15.5K

Event2026-06-30

Filed2026-07-28

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares8.4K

Event2026-06-30

Filed2026-07-28

MBB

ISHARES MBS ETF

-11.69%

Shares12.1K

Event2026-06-30

Filed2026-07-28

MTZ

MASTEC INC COM

-10.42%

Shares2.7K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO COM

-12.99%

Shares7.5K

Event2026-06-30

Filed2026-07-28

ITOT

ISHARES CORE S&P TOTAL US STOCK ETF

New

Shares6.7K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION COM

-12.98%

Shares5.2K

Event2026-06-30

Filed2026-07-28

BAR

GRANITESHARES GOLD SHARES

5.40%

Shares25.8K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

1.72%

Shares2.1K

Event2026-06-30

Filed2026-07-28

SHOP

SHOPIFY INC CL A SUB VTG SHS

-10.65%

Shares8.8K

Event2026-06-30

Filed2026-07-28

FLOT

ISHARES FLOATING RATE BOND ETF

-7.45%

Shares19.1K

Event2026-06-30

Filed2026-07-28

MUFG

MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS

-9.97%

Shares47.2K

Event2026-06-30

Filed2026-07-28

SAP

SAP SE SPON ADR

-6.70%

Shares6.0K

Event2026-06-30

Filed2026-07-28

LNC

LINCOLN NATL CORP IND COM

-18.64%

Shares25.5K

Event2026-06-30

Filed2026-07-28

STT

STATE STR CORP COM

-18.72%

Shares5.3K

Event2026-06-30

Filed2026-07-28

UNM

UNUM GROUP COM

-13.51%

Shares10.0K

Event2026-06-30

Filed2026-07-28

GNMA

ISHARES GNMA BOND ETF

-6.79%

Shares20.1K

Event2026-06-30

Filed2026-07-28

NETFLIX INC. COM

-24.70%

Shares12.3K

Event2026-06-30

Filed2026-07-28

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

26.39%

Shares9.0K

Event2026-06-30

Filed2026-07-28

EMR

EMERSON ELEC CO COM

-9.55%

Shares5.9K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC COM

-2.54%

Shares2.3K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC COM

-8.03%

Shares18.9K

Event2026-06-30

Filed2026-07-28

VANGUARD TOTAL STOCK MARKET ETF

New

Shares2.1K

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP COM NEW

16.95%

Shares1.8K

Event2026-06-30

Filed2026-07-28

WFC

WELLS FARGO & CO COM

-15.57%

Shares9.3K

Event2026-06-30

Filed2026-07-28

SYY

SYSCO CORP COM

-0.45%

Shares8.9K

Event2026-06-30

Filed2026-07-28

SONY

SONY GROUP CORP SPONSORED ADR

-14.50%

Shares36.7K

Event2026-06-30

Filed2026-07-28

FSLR

FIRST SOLAR INC COM

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-28

SCZ

ISHARES MSCI EAFE SMALL-CAP ETF

-11.79%

Shares8.3K

Event2026-06-30

Filed2026-07-28

QBTS

D-WAVE QUANTUM INC COM

-12.79%

Shares28.0K

Event2026-06-30

Filed2026-07-28

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

18.58%

Shares8.1K

Event2026-06-30

Filed2026-07-28

ROK

ROCKWELL AUTOMATION INC COM

-12.09%

Shares1.3K

Event2026-06-30

Filed2026-07-28

IMKTA

INGLES MKTS INC CL A

-0.78%

Shares7.3K

Event2026-06-30

Filed2026-07-28

GLOBE LIFE INC COM

-10.98%

Shares3.5K

Event2026-06-30

Filed2026-07-28

BBVA

BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR

20.74%

Shares24.5K

Event2026-06-30

Filed2026-07-28

SCHP

SCHWAB US TIPS ETF

-6.05%

Shares23.1K

Event2026-06-30

Filed2026-07-28

ALLEGION PLC ORD SHS

-14.05%

Shares4.3K

Event2026-06-30

Filed2026-07-28

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

-27.51%

Shares5.8K

Event2026-06-30

Filed2026-07-28

EOG

EOG RES INC COM

-1.36%

Shares4.4K

Event2026-06-30

Filed2026-07-28

AXON

AXON ENTERPRISE INC COM

-7.65%

Shares1.0K

Event2026-06-30

Filed2026-07-28

ENERGY TRANSFER L P COM UT LTD PTN

-3.33%

Shares29.0K

Event2026-06-30

Filed2026-07-28

HIG

HARTFORD INSURANCE GROUP INC COM

-13.40%

Shares4.1K

Event2026-06-30

Filed2026-07-28

AT&T INC COM

-24.20%

Shares26.3K

Event2026-06-30

Filed2026-07-28

BND

VANGUARD TOTAL BOND MARKET ETF

New

Shares7.3K

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC CL A

-47.01%

Shares4.6K

Event2026-06-30

Filed2026-07-28

SHEL

SHELL PLC SPON ADS

-12.63%

Shares6.6K

Event2026-06-30

Filed2026-07-28

PNC

PNC FINL SVCS GROUP INC COM

-14.87%

Shares2.0K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP COM

-22.73%

Shares1.8K

Event2026-06-30

Filed2026-07-28

FMS

FRESENIUS MEDICAL CARE AG SPONSORED ADR

-3.88%

Shares21.6K

Event2026-06-30

Filed2026-07-28

MDLZ

MONDELEZ INTL INC CL A

128.62%

Shares8.2K

Event2026-06-30

Filed2026-07-28

AMT

AMERICAN TOWER CORP COM

-3.63%

Shares2.9K

Event2026-06-30

Filed2026-07-28

BLK

BLACKROCK INC COM

-62.31%

Shares473

Event2026-06-30

Filed2026-07-28

ISRG

INTUITIVE SURGICAL INC COM NEW

3.66%

Shares1.1K

Event2026-06-30

Filed2026-07-28

AEROVIRONMENT INC COM

-18.11%

Shares2.7K

Event2026-06-30

Filed2026-07-28

CWI

STATE STREET SPDR MSCI ACWI EX-US ETF

23.36%

Shares10.1K

Event2026-06-30

Filed2026-07-28

TIP

ISHARES TIPS BOND ETF

-22.38%

Shares3.7K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TRUST SERIES I

-14.88%

Shares555

Event2026-06-30

Filed2026-07-28

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

-0.16%

Shares5.1K

Event2026-06-30

Filed2026-07-28

AEP

AMERICAN ELEC PWR CO INC COM

-7.87%

Shares2.9K

Event2026-06-30

Filed2026-07-28

BROADCOM INC COM

13.40%

Shares1.0K

Event2026-06-30

Filed2026-07-28

CRM

SALESFORCE INC COM

43.52%

Shares2.5K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO COM

-34.57%

Shares318

Event2026-06-30

Filed2026-07-28

ING

ING GROEP N.V. SPONSORED ADR

1.42%

Shares12.1K

Event2026-06-30

Filed2026-07-28

FREEPORT MCMORAN INC CL B

-19.05%

Shares6.0K

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO INC COM

-0.03%

Shares2.9K

Event2026-06-30

Filed2026-07-28

NMR

NOMURA HLDGS INC SPONSORED ADR

-14.30%

Shares42.6K

Event2026-06-30

Filed2026-07-28

RKLB

ROCKET LAB CORP COM

5.03%

Shares3.6K

Event2026-06-30

Filed2026-07-28

SMG

SCOTTS MIRACLE-GRO CO CL A

14.40%

Shares5.2K

Event2026-06-30

Filed2026-07-28

CAVA

CAVA GROUP INC COM

-10.74%

Shares4.4K

Event2026-06-30

Filed2026-07-28

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

New

Shares6.8K

Event2026-06-30

Filed2026-07-28

NVO

NOVO-NORDISK A S ADR

-26.65%

Shares7.2K

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS COM

-40.68%

Shares1.2K

Event2026-06-30

Filed2026-07-28

UBER

UBER TECHNOLOGIES INC COM

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-28

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

New

Shares3.9K

Event2026-06-30

Filed2026-07-28

DOW

DOW HLDGS INC COM

0.02%

Shares12.0K

Event2026-06-30

Filed2026-07-28

HONEYWELL INTL INC COM

New

Shares1.5K

Event2026-06-30

Filed2026-07-28

HONEYWELL AEROSPACE INC COM

New

Shares1.5K

Event2026-06-30

Filed2026-07-28

PSA

PUBLIC STORAGE COM

-0.10%

Shares966

Event2026-06-30

Filed2026-07-28

SEA LTD SPONSORD ADS

New

Shares3.1K

Event2026-06-30

Filed2026-07-28

VGSH

VANGUARD SHORT-TERM TREASURY ETF

8.11%

Shares5.0K

Event2026-06-30

Filed2026-07-28

UNP

UNION PAC CORP COM

-8.69%

Shares1.1K

Event2026-06-30

Filed2026-07-28

VISA INC COM CL A

-10.65%

Shares839

Event2026-06-30

Filed2026-07-28

LOW

LOWES COS INC COM

-17.27%

Shares1.3K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC CAP STK CL C

New

Shares750

Event2026-06-30

Filed2026-07-28

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares7.9K

Event2026-06-30

Filed2026-07-28

JBL

JABIL INC COM

-42.03%

Shares651

Event2026-06-30

Filed2026-07-28

MAA

MID-AMER APT CMNTYS INC COM

-3.03%

Shares1.7K

Event2026-06-30

Filed2026-07-28

SPTM

STATE STREET SPDR PORTFOLIO S&P 1500 COMP MKT ETF

New

Shares2.6K

Event2026-06-30

Filed2026-07-28

DEO

DIAGEO PLC SPON ADR NEW

-15.50%

Shares2.9K

Event2026-06-30

Filed2026-07-28

KYMR

KYMERA THERAPEUTICS INC COM

New

Shares2.0K

Event2026-06-30

Filed2026-07-28

COCA COLA CO COM

-5.82%

Shares2.8K

Event2026-06-30

Filed2026-07-28

BBIO

BRIDGEBIO PHARMA INC COM

-14.29%

Shares3.0K

Event2026-06-30

Filed2026-07-28

AFFIRM HLDGS INC COM CL A

New

Shares2.7K

Event2026-06-30

Filed2026-07-28

LHX

L3HARRIS TECHNOLOGIES INC COM

-25.05%

Shares736

Event2026-06-30

Filed2026-07-28

APH

AMPHENOL CORP CL A

New

Shares1.1K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available