Sponsored

The Analysis of EAGLE WEALTH STRATEGIES LLC's Holdings & P&L

Currently, EAGLE WEALTH STRATEGIES LLC holds 118 types of securities in its portfolio with a total value $261.7M. In the most recent quarter, they have increased their positions in FLQM (+33.2K shares, valued at $1.9M), VO (+15.2K shares, valued at $1.2M), N/A (+4.5K shares, valued at $767.8K); decreased their positions in AVUV (-7.7K shares, valued at $959.5K), AMD (-679 shares, valued at $394.4K), DFEV (-4.8K shares, valued at $203.4K); initiated new positions in N/A (+4.5K shares, valued at $767.8K), CCL (+26.7K shares, valued at $764.1K), N/A (+414 shares, valued at $315.9K).

1M P&L

+11.0M+4.68%

3M P&L

+9.5M+4.03%

HY P&L

+20.5M+9.09%

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/A180.7M

75.2%

2Semiconductors10.0M

4.1%

3Banks - Regional8.5M

3.6%

Top Industries by Stock Count

1N/A23 stocks

25.0%

2Semiconductors5 stocks

5.4%

3Banks - Regional5 stocks

5.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS87.3K shares0.96%2026-06-302026-07-09

AVUV AMERICAN CENTY ETF TR259.2K shares-2.88%2026-06-302026-07-09

FLQM FRANKLIN TEMPLETON ETF TR471.8K shares7.56%2026-06-302026-07-09

DFEV DIMENSIONAL ETF TRUST483.7K shares-0.98%2026-06-302026-07-09

DGRW WISDOMTREE TR198.8K shares-0.67%2026-06-302026-07-09

XLV SELECT SECTOR SPDR TR76.2K shares5.52%2026-06-302026-07-09

LLY ELI LILLY & CO4.1K shares-0.51%2026-06-302026-07-09

AMZN AMAZON COM INC18.8K shares0.11%2026-06-302026-07-09

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP29.8K shares0.05%2026-06-302026-07-09

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.1K shares0.53%2026-06-302026-07-09

PNC PNC FINL SVCS GROUP INC13.3K shares0.08%2026-06-302026-07-09

NVDA NVIDIA CORPORATION15.8K shares-0.97%2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC5.2K shares-11.64%2026-06-302026-07-09

MSFT MICROSOFT CORP7.7K shares14.75%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO8.1K shares0.07%2026-06-302026-07-09

AAPL APPLE INC8.8K shares-1.65%2026-06-302026-07-09

Sponsored

FULT FULTON FINL CORP PA86.6K shares-0.40%2026-06-302026-07-09

MU MICRON TECHNOLOGY INC1.7K shares-0.95%2026-06-302026-07-09

PFIS PEOPLES FINL SVCS CORP28.7K shares0.00%2026-06-302026-07-09

CVX CHEVRON CORPORATION10.4K shares-0.73%2026-06-302026-07-09

GOOG ALPHABET INC4.7K shares-4.25%2026-06-302026-07-09

VO VANGUARD INDEX FDS19.7K shares339.01%2026-06-302026-07-09

IWB ISHARES TR3.8K shares0.00%2026-06-302026-07-09

MRVL MARVELL TECHNOLOGY INC5.2K shares-2.66%2026-06-302026-07-09

Sponsored

COHR COHERENT CORP3.4K shares0.06%2026-06-302026-07-09

MRK MERCK & CO INC10.4K shares-0.71%2026-06-302026-07-09

AJG GALLAGHER ARTHUR J & CO5.5K shares0.02%2026-06-302026-07-09

CAT CATERPILLAR INC1.2K shares0.34%2026-06-302026-07-09

NEXTERA ENERGY INC NEXTERA ENERGY INC11.2K shares0.35%2026-06-302026-07-09

BROADCOM INC BROADCOM INC2.6K shares0.00%2026-06-302026-07-09

ROK ROCKWELL AUTOMATION INC1.7K shares0.00%2026-06-302026-07-09

VIOO VANGUARD ADMIRAL FDS INC6.1K shares-3.68%2026-06-302026-07-09

Sponsored

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP4.5K sharesnew addition2026-06-302026-07-09

CCL CARNIVAL CORP LTD26.7K sharesnew addition2026-06-302026-07-09

NWFL NORWOOD FINANCIAL CORP23.5K shares0.00%2026-06-302026-07-09

IWM ISHARES TR2.5K shares0.00%2026-06-302026-07-09

META PLATFORMS INC META PLATFORMS INC1.3K shares36.30%2026-06-302026-07-09

APPLIED MATLS INC APPLIED MATLS INC950 shares-0.42%2026-06-302026-07-09

ORACLE CORP ORACLE CORP4.5K shares-0.60%2026-06-302026-07-09

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.3K shares0.32%2026-06-302026-07-09

Sponsored

APD AIR PRODUCTS AND CHEMICALS I2.2K shares-0.68%2026-06-302026-07-09

ITW ILLINOIS TOOL WKS INC2.4K shares2.43%2026-06-302026-07-09

CCJ CAMECO CORP6.0K shares20.18%2026-06-302026-07-09

VISA INC VISA INC1.8K shares1.33%2026-06-302026-07-09

GLD SPDR GOLD TR1.6K shares43.26%2026-06-302026-07-09

GOOGL ALPHABET INC1.7K shares8.68%2026-06-302026-07-09

ARCH CAP GROUP LTD ARCH CAP GROUP LTD6.1K shares-0.16%2026-06-302026-07-09

ISHARES TR ISHARES TR6.0K shares34.42%2026-06-302026-07-09

Sponsored

VONV VANGUARD SCOTTSDALE FDS5.2K shares2.91%2026-06-302026-07-09

T AT&T INC26.7K shares0.04%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON2.1K shares2.27%2026-06-302026-07-09

VONG VANGUARD SCOTTSDALE FDS4.1K shares42.89%2026-06-302026-07-09

OCFC OCEANFIRST FINL CORP26.6K shares0.00%2026-06-302026-07-09

BAC BANK OF AMER CORP9.0K shares0.23%2026-06-302026-07-09

NOC NORTHROP GRUMMAN CORP1.0K shares0.00%2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS7.1K shares0.01%2026-06-302026-07-09

Sponsored

TSLA TESLA INC1.2K shares5.00%2026-06-302026-07-09

KO COCA COLA CO5.9K shares1.98%2026-06-302026-07-09

PAVE GLOBAL X FDS7.8K shares2.40%2026-06-302026-07-09

CEG CONSTELLATION ENERGY CORP1.8K shares0.44%2026-06-302026-07-09

LNG CHENIERE ENERGY INC1.9K shares0.16%2026-06-302026-07-09

LUMENTUM HLDGS INC LUMENTUM HLDGS INC528 shares23.36%2026-06-302026-07-09

SCHW SCHWAB CHARLES CORP4.8K shares3.98%2026-06-302026-07-09

VYM VANGUARD WHITEHALL FDS2.7K shares0.15%2026-06-302026-07-09

Sponsored

VZ VERIZON COMMUNICATIONS INC10.1K shares-13.09%2026-06-302026-07-09

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.7K shares2.32%2026-06-302026-07-09

CSX CSX CORP8.8K shares-0.55%2026-06-302026-07-09

GEV GE VERNOVA INC334 shares6.71%2026-06-302026-07-09

WMT WALMART INC3.3K shares-0.03%2026-06-302026-07-09

BX BLACKSTONE INC3.1K shares1.39%2026-06-302026-07-09

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC872 shares-1.13%2026-06-302026-07-09

PEP PEPSICO INC2.7K shares-1.08%2026-06-302026-07-09

Sponsored

ARK ETF TR ARK ETF TR2.6K shares2.97%2026-06-302026-07-09

CVS CVS HEALTH CORP3.3K shares2.59%2026-06-302026-07-09

DIS DISNEY WALT CO3.5K shares3.99%2026-06-302026-07-09

BSX BOSTON SCIENTIFIC CORP7.9K shares-6.33%2026-06-302026-07-09

MCD MCDONALDS CORP1.2K shares-0.41%2026-06-302026-07-09

QCOM QUALCOMM INC1.8K shares0.57%2026-06-302026-07-09

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC414 sharesnew addition2026-06-302026-07-09

ABBVIE INC ABBVIE INC1.2K shares0.89%2026-06-302026-07-09

Sponsored

SSO PROSHARES TR4.6K shares0.00%2026-06-302026-07-09

GLW CORNING INC1.2K sharesnew addition2026-06-302026-07-09

SOUTHERN CO SOUTHERN CO3.2K shares0.00%2026-06-302026-07-09

FFIV F5 INC710 shares0.00%2026-06-302026-07-09

PG PROCTER & GAMBLE CO2.0K shares-10.04%2026-06-302026-07-09

SPXC SPX TECHNOLOGIES INC1.2K shares-0.17%2026-06-302026-07-09

RTX CORPORATION RTX CORPORATION1.5K shares-1.70%2026-06-302026-07-09

ARK ETF TR ARK ETF TR1.9K shares0.00%2026-06-302026-07-09

Sponsored

EXC EXELON CORP5.9K shares0.12%2026-06-302026-07-09

WFC WELLS FARGO & CO3.3K shares-4.08%2026-06-302026-07-09

GE GE AEROSPACE725 shares-9.38%2026-06-302026-07-09

DE DEERE & CO427 shares-1.39%2026-06-302026-07-09

PEG PUBLIC SVC ENTERPRISE GROUP3.3K shares-2.65%2026-06-302026-07-09

AZO AUTOZONE INC81 shares0.00%2026-06-302026-07-09

ARTY ISHARES TR3.4K sharesnew addition2026-06-302026-07-09

ARK ETF TR ARK ETF TR6.0K sharesnew addition2026-06-302026-07-09

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD2.7K sharesnew addition2026-06-302026-07-09

SIXG ETF SER SOLUTIONS2.6K shares-40.69%2026-06-302026-07-09

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP765 shares0.53%2026-06-302026-07-09

BDX BECTON DICKINSON & CO1.6K shares-7.56%2026-06-302026-07-09

ADOBE INC ADOBE INC1.1K shares34.21%2026-06-302026-07-09

DHR DANAHER CORP DEL1.2K shares10.28%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL456 shares2.47%2026-06-302026-07-09

BMY BRISTOL-MYERS SQUIBB CO4.0K shares0.00%2026-06-302026-07-09

Sponsored

EOG EOG RES INC1.7K shares-2.20%2026-06-302026-07-09

VGK VANGUARD INTL EQUITY INDEX F2.4K shares0.00%2026-06-302026-07-09

PANW PALO ALTO NETWORKS INC625 sharesnew addition2026-06-302026-07-09

PM PHILIP MORRIS INTL INC1.2K sharesnew addition2026-06-302026-07-09

3M CO 3M CO1.3K sharesnew addition2026-06-302026-07-09

ASML ASML HLDG NV102 sharesnew addition2026-06-302026-07-09

HCA HCA HEALTHCARE INC519 shares-0.38%2026-06-302026-07-09

UEC URANIUM ENERGY CORP15.4K sharesnew addition2026-06-302026-07-09

Sponsored

F FORD MTR CO11.1K shares-10.28%2026-06-302026-07-09

BDJ BLACKROCK ENHANCED EQUITY DI15.1K shares0.00%2026-06-302026-07-09

GUT GABELLI UTIL TR18.1K shares0.00%2026-06-302026-07-09

GABELLI EQUITY TR INC GABELLI EQUITY TR INC18.6K shares0.00%2026-06-302026-07-09

OCGN OCUGEN INC14.0K sharesnew addition2026-06-302026-07-09

AKBA AKEBIA THREAPEUTICS INC10.0K shares0.00%2026-06-302026-07-09

VOO

VANGUARD INDEX FDS

0.96%

Shares87.3K

Event2026-06-30

Filed2026-07-09

AVUV

AMERICAN CENTY ETF TR

-2.88%

Shares259.2K

Event2026-06-30

Filed2026-07-09

FLQM

FRANKLIN TEMPLETON ETF TR

7.56%

Shares471.8K

Event2026-06-30

Filed2026-07-09

DFEV

DIMENSIONAL ETF TRUST

-0.98%

Shares483.7K

Event2026-06-30

Filed2026-07-09

DGRW

WISDOMTREE TR

-0.67%

Shares198.8K

Event2026-06-30

Filed2026-07-09

XLV

SELECT SECTOR SPDR TR

5.52%

Shares76.2K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

-0.51%

Shares4.1K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

0.11%

Shares18.8K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORP

0.05%

Shares29.8K

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

0.53%

Shares5.1K

Event2026-06-30

Filed2026-07-09

PNC

PNC FINL SVCS GROUP INC

0.08%

Shares13.3K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

-0.97%

Shares15.8K

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

-11.64%

Shares5.2K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

14.75%

Shares7.7K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

0.07%

Shares8.1K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-1.65%

Shares8.8K

Event2026-06-30

Filed2026-07-09

FULT

FULTON FINL CORP PA

-0.40%

Shares86.6K

Event2026-06-30

Filed2026-07-09

MICRON TECHNOLOGY INC

-0.95%

Shares1.7K

Event2026-06-30

Filed2026-07-09

PFIS

PEOPLES FINL SVCS CORP

0.00%

Shares28.7K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION

-0.73%

Shares10.4K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

-4.25%

Shares4.7K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

339.01%

Shares19.7K

Event2026-06-30

Filed2026-07-09

IWB

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-09

MRVL

MARVELL TECHNOLOGY INC

-2.66%

Shares5.2K

Event2026-06-30

Filed2026-07-09

COHR

COHERENT CORP

0.06%

Shares3.4K

Event2026-06-30

Filed2026-07-09

MRK

MERCK & CO INC

-0.71%

Shares10.4K

Event2026-06-30

Filed2026-07-09

AJG

GALLAGHER ARTHUR J & CO

0.02%

Shares5.5K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC

0.34%

Shares1.2K

Event2026-06-30

Filed2026-07-09

NEXTERA ENERGY INC

0.35%

Shares11.2K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-09

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-09

VIOO

VANGUARD ADMIRAL FDS INC

-3.68%

Shares6.1K

Event2026-06-30

Filed2026-07-09

SPACE EXPLORATION TECHN CORP

New

Shares4.5K

Event2026-06-30

Filed2026-07-09

CCL

CARNIVAL CORP LTD

New

Shares26.7K

Event2026-06-30

Filed2026-07-09

NWFL

NORWOOD FINANCIAL CORP

0.00%

Shares23.5K

Event2026-06-30

Filed2026-07-09

IWM

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

36.30%

Shares1.3K

Event2026-06-30

Filed2026-07-09

APPLIED MATLS INC

-0.42%

Shares950

Event2026-06-30

Filed2026-07-09

ORACLE CORP

-0.60%

Shares4.5K

Event2026-06-30

Filed2026-07-09

ACCENTURE PLC IRELAND

0.32%

Shares5.3K

Event2026-06-30

Filed2026-07-09

APD

AIR PRODUCTS AND CHEMICALS I

-0.68%

Shares2.2K

Event2026-06-30

Filed2026-07-09

ITW

ILLINOIS TOOL WKS INC

2.43%

Shares2.4K

Event2026-06-30

Filed2026-07-09

CCJ

CAMECO CORP

20.18%

Shares6.0K

Event2026-06-30

Filed2026-07-09

VISA INC

1.33%

Shares1.8K

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD TR

43.26%

Shares1.6K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

8.68%

Shares1.7K

Event2026-06-30

Filed2026-07-09

ARCH CAP GROUP LTD

-0.16%

Shares6.1K

Event2026-06-30

Filed2026-07-09

ISHARES TR

34.42%

Shares6.0K

Event2026-06-30

Filed2026-07-09

VONV

VANGUARD SCOTTSDALE FDS

2.91%

Shares5.2K

Event2026-06-30

Filed2026-07-09

AT&T INC

0.04%

Shares26.7K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

2.27%

Shares2.1K

Event2026-06-30

Filed2026-07-09

VONG

VANGUARD SCOTTSDALE FDS

42.89%

Shares4.1K

Event2026-06-30

Filed2026-07-09

OCFC

OCEANFIRST FINL CORP

0.00%

Shares26.6K

Event2026-06-30

Filed2026-07-09

BAC

BANK OF AMER CORP

0.23%

Shares9.0K

Event2026-06-30

Filed2026-07-09

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

0.01%

Shares7.1K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

5.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

COCA COLA CO

1.98%

Shares5.9K

Event2026-06-30

Filed2026-07-09

PAVE

GLOBAL X FDS

2.40%

Shares7.8K

Event2026-06-30

Filed2026-07-09

CEG

CONSTELLATION ENERGY CORP

0.44%

Shares1.8K

Event2026-06-30

Filed2026-07-09

LNG

CHENIERE ENERGY INC

0.16%

Shares1.9K

Event2026-06-30

Filed2026-07-09

LUMENTUM HLDGS INC

23.36%

Shares528

Event2026-06-30

Filed2026-07-09

SCHW

SCHWAB CHARLES CORP

3.98%

Shares4.8K

Event2026-06-30

Filed2026-07-09

VYM

VANGUARD WHITEHALL FDS

0.15%

Shares2.7K

Event2026-06-30

Filed2026-07-09

VERIZON COMMUNICATIONS INC

-13.09%

Shares10.1K

Event2026-06-30

Filed2026-07-09

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

2.32%

Shares1.7K

Event2026-06-30

Filed2026-07-09

CSX

CSX CORP

-0.55%

Shares8.8K

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC

6.71%

Shares334

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

-0.03%

Shares3.3K

Event2026-06-30

Filed2026-07-09

BLACKSTONE INC

1.39%

Shares3.1K

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP INC

-1.13%

Shares872

Event2026-06-30

Filed2026-07-09

PEP

PEPSICO INC

-1.08%

Shares2.7K

Event2026-06-30

Filed2026-07-09

ARK ETF TR

2.97%

Shares2.6K

Event2026-06-30

Filed2026-07-09

CVS

CVS HEALTH CORP

2.59%

Shares3.3K

Event2026-06-30

Filed2026-07-09

DIS

DISNEY WALT CO

3.99%

Shares3.5K

Event2026-06-30

Filed2026-07-09

BSX

BOSTON SCIENTIFIC CORP

-6.33%

Shares7.9K

Event2026-06-30

Filed2026-07-09

MCD

MCDONALDS CORP

-0.41%

Shares1.2K

Event2026-06-30

Filed2026-07-09

QCOM

QUALCOMM INC

0.57%

Shares1.8K

Event2026-06-30

Filed2026-07-09

CROWDSTRIKE HLDGS INC

New

Shares414

Event2026-06-30

Filed2026-07-09

ABBVIE INC

0.89%

Shares1.2K

Event2026-06-30

Filed2026-07-09

SSO

PROSHARES TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-09

GLW

CORNING INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-09

SOUTHERN CO

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-09

FFIV

F5 INC

0.00%

Shares710

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO

-10.04%

Shares2.0K

Event2026-06-30

Filed2026-07-09

SPXC

SPX TECHNOLOGIES INC

-0.17%

Shares1.2K

Event2026-06-30

Filed2026-07-09

RTX CORPORATION

-1.70%

Shares1.5K

Event2026-06-30

Filed2026-07-09

ARK ETF TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-09

EXC

EXELON CORP

0.12%

Shares5.9K

Event2026-06-30

Filed2026-07-09

WFC

WELLS FARGO & CO

-4.08%

Shares3.3K

Event2026-06-30

Filed2026-07-09

GE AEROSPACE

-9.38%

Shares725

Event2026-06-30

Filed2026-07-09

DEERE & CO

-1.39%

Shares427

Event2026-06-30

Filed2026-07-09

PEG

PUBLIC SVC ENTERPRISE GROUP

-2.65%

Shares3.3K

Event2026-06-30

Filed2026-07-09

AZO

AUTOZONE INC

0.00%

Shares81

Event2026-06-30

Filed2026-07-09

ARTY

ISHARES TR

New

Shares3.4K

Event2026-06-30

Filed2026-07-09

ARK ETF TR

New

Shares6.0K

Event2026-06-30

Filed2026-07-09

CIBR

FIRST TR EXCHANGE-TRADED FD

New

Shares2.7K

Event2026-06-30

Filed2026-07-09

SIXG

ETF SER SOLUTIONS

-40.69%

Shares2.6K

Event2026-06-30

Filed2026-07-09

ROYAL CARIBBEAN GROUP

0.53%

Shares765

Event2026-06-30

Filed2026-07-09

BDX

BECTON DICKINSON & CO

-7.56%

Shares1.6K

Event2026-06-30

Filed2026-07-09

ADOBE INC

34.21%

Shares1.1K

Event2026-06-30

Filed2026-07-09

DHR

DANAHER CORP DEL

10.28%

Shares1.2K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

2.47%

Shares456

Event2026-06-30

Filed2026-07-09

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-09

EOG

EOG RES INC

-2.20%

Shares1.7K

Event2026-06-30

Filed2026-07-09

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-09

PANW

PALO ALTO NETWORKS INC

New

Shares625

Event2026-06-30

Filed2026-07-09

PHILIP MORRIS INTL INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-09

3M CO

New

Shares1.3K

Event2026-06-30

Filed2026-07-09

ASML

ASML HLDG NV

New

Shares102

Event2026-06-30

Filed2026-07-09

HCA

HCA HEALTHCARE INC

-0.38%

Shares519

Event2026-06-30

Filed2026-07-09

UEC

URANIUM ENERGY CORP

New

Shares15.4K

Event2026-06-30

Filed2026-07-09

FORD MTR CO

-10.28%

Shares11.1K

Event2026-06-30

Filed2026-07-09

BDJ

BLACKROCK ENHANCED EQUITY DI

0.00%

Shares15.1K

Event2026-06-30

Filed2026-07-09

GUT

GABELLI UTIL TR

0.00%

Shares18.1K

Event2026-06-30

Filed2026-07-09

GABELLI EQUITY TR INC

0.00%

Shares18.6K

Event2026-06-30

Filed2026-07-09

OCGN

OCUGEN INC

New

Shares14.0K

Event2026-06-30

Filed2026-07-09

AKBA

AKEBIA THREAPEUTICS INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available