Sponsored

The Analysis of Eaton Financial Holdings Company, LLC's Holdings & P&L

Currently, Eaton Financial Holdings Company, LLC holds 134 types of securities in its portfolio with a total value $364.1M. In the most recent quarter, they have increased their positions in JEPI (+223.5K shares, valued at $12.6M), SCHO (+224.5K shares, valued at $5.4M), FIDI (+171.4K shares, valued at $4.7M); decreased their positions in TSPA (-80.6K shares, valued at $3.8M), MU (-2.3K shares, valued at $2.7M), N/A (-1.7K shares, valued at $1.3M); initiated new positions in LRCX (+3.2K shares, valued at $1.4M), KVYO (+89.4K shares, valued at $1.4M), TOLZ (+9.1K shares, valued at $537.2K).

1M P&L

+8.6M+2.86%

3M P&L

+413.3K+0.13%

HY P&L

+23.6M+8.25%

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/A222.2M

67.8%

2Semiconductors21.7M

6.6%

3Consumer Electronics10.9M

3.3%

Top Industries by Stock Count

1N/A57 stocks

48.3%

2Semiconductors6 stocks

5.1%

3Drug Manufacturers - General4 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GPIX GOLDMAN SACHS ETF TR917.0K shares3.32%2026-06-302026-08-05

FTEC FIDELITY COVINGTON TRUST67.1K shares4.18%2026-06-302026-08-05

USFR WISDOMTREE TR318.3K shares-1.60%2026-06-302026-08-05

JEPI J P MORGAN EXCHANGE TRADED F257.7K shares653.99%2026-06-302026-08-05

TSPA T ROWE PRICE EXCHANGE-TRADED300.2K shares-21.17%2026-06-302026-08-05

BINC BLACKROCK ETF TRUST II272.2K shares11.24%2026-06-302026-08-05

AAPL APPLE INC37.7K shares-1.10%2026-06-302026-08-05

SCHO SCHWAB STRATEGIC TR386.6K shares138.53%2026-06-302026-08-05

Sponsored

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR196.8K shares-2.67%2026-06-302026-08-05

NVDA NVIDIA CORPORATION42.2K shares-5.51%2026-06-302026-08-05

GOOGL ALPHABET INC22.5K shares-11.41%2026-06-302026-08-05

FBND FIDELITY MERRIMACK STR TR172.3K shares17.33%2026-06-302026-08-05

META PLATFORMS INC META PLATFORMS INC12.6K shares12.21%2026-06-302026-08-05

PHYS SPROTT ASSET MANAGEMENT LP218.6K shares2.32%2026-06-302026-08-05

MU MICRON TECHNOLOGY INC5.4K shares-30.35%2026-06-302026-08-05

AMZN AMAZON COM INC23.5K shares9.01%2026-06-302026-08-05

Sponsored

MSFT MICROSOFT CORP14.9K shares19.72%2026-06-302026-08-05

IUSV ISHARES TR46.6K shares0.32%2026-06-302026-08-05

DGRW WISDOMTREE TR52.6K shares-10.05%2026-06-302026-08-05

FIDI FIDELITY COVINGTON TRUST181.6K shares1665.45%2026-06-302026-08-05

DFAC DIMENSIONAL ETF TRUST104.2K shares18.27%2026-06-302026-08-05

GFS GLOBALFOUNDRIES INC54.5K shares-8.20%2026-06-302026-08-05

ISHARES TR ISHARES TR5.9K shares-0.17%2026-06-302026-08-05

POWL POWELL INDS INC14.7K shares109.90%2026-06-302026-08-05

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T142.6K shares120.13%2026-06-302026-08-05

JPIE J P MORGAN EXCHANGE TRADED F84.4K shares122.31%2026-06-302026-08-05

BROADCOM INC BROADCOM INC9.9K shares-19.69%2026-06-302026-08-05

VSCO VICTORIAS SECRET AND CO42.6K shares-2.78%2026-06-302026-08-05

TSLA TESLA INC8.0K shares18.88%2026-06-302026-08-05

VTEB VANGUARD MUN BD FDS66.3K shares-8.79%2026-06-302026-08-05

FESM FIDELITY COVINGTON TRUST69.2K shares190.96%2026-06-302026-08-05

QQQ INVESCO QQQ TR4.3K shares15.94%2026-06-302026-08-05

Sponsored

JPIB J P MORGAN EXCHANGE TRADED F63.5K shares139.60%2026-06-302026-08-05

SLV ISHARES SILVER TR56.1K shares62.31%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO8.3K shares4.00%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.4K shares-33.65%2026-06-302026-08-05

URA GLOBAL X FDS58.7K shares-13.50%2026-06-302026-08-05

EBAY EBAY INC.21.8K shares6.79%2026-06-302026-08-05

GNW GENWORTH FINL INC251.7K shares1.15%2026-06-302026-08-05

CGSD CAPITAL GRP FIXED INCM ETF T88.7K shares140.61%2026-06-302026-08-05

Sponsored

GSLC GOLDMAN SACHS ETF TR14.4K shares0.24%2026-06-302026-08-05

SSNC SS&C TECH HLDGS32.8K shares10.84%2026-06-302026-08-05

QCOM QUALCOMM INC10.3K shares-2.86%2026-06-302026-08-05

USB US BANCORP31.0K shares10.79%2026-06-302026-08-05

BAC BANK OF AMER CORP31.8K shares12.24%2026-06-302026-08-05

LULU LULULEMON ATHLETICA INC15.4K shares22.74%2026-06-302026-08-05

VANGUARD INDEX FDS VANGUARD INDEX FDS4.7K shares-42.60%2026-06-302026-08-05

WFC WELLS FARGO & CO20.9K shares11.20%2026-06-302026-08-05

Sponsored

DELL DELL TECHNOLOGIES INC3.5K shares-34.56%2026-06-302026-08-05

JXN JACKSON FINANCIAL INC14.6K shares13.62%2026-06-302026-08-05

DIA STATE STR SPDR DOW JONES IND2.7K shares2.90%2026-06-302026-08-05

SCHB SCHWAB STRATEGIC TR47.8K shares34.80%2026-06-302026-08-05

LRCX LAM RESEARCH CORP3.2K sharesnew addition2026-06-302026-08-05

KVYO KLAVIYO INC89.4K sharesnew addition2026-06-302026-08-05

EPD ENTERPRISE PRODS PARTNERS L36.5K shares-4.75%2026-06-302026-08-05

DECK DECKERS OUTDOOR CORP13.4K shares12.52%2026-06-302026-08-05

Sponsored

GOOG ALPHABET INC3.7K shares0.03%2026-06-302026-08-05

DFIV DIMENSIONAL ETF TRUST21.2K shares1.37%2026-06-302026-08-05

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD11.7K shares35.23%2026-06-302026-08-05

NKE NIKE INC26.8K shares44.89%2026-06-302026-08-05

IPGP IPG PHOTONICS CORP9.3K shares12.35%2026-06-302026-08-05

FAST FASTENAL CO22.5K shares17.80%2026-06-302026-08-05

DFAT DIMENSIONAL ETF TRUST15.3K shares-0.14%2026-06-302026-08-05

WMT WALMART INC9.4K shares-5.04%2026-06-302026-08-05

Sponsored

VOO VANGUARD INDEX FDS1.4K shares-57.63%2026-06-302026-08-05

PFE PFIZER INC38.6K shares23.14%2026-06-302026-08-05

BMY BRISTOL-MYERS SQUIBB CO15.9K shares35.31%2026-06-302026-08-05

DFAX DIMENSIONAL ETF TRUST24.7K shares27.43%2026-06-302026-08-05

SCHA SCHWAB STRATEGIC TR24.6K shares33.55%2026-06-302026-08-05

LLY ELI LILLY & CO739 shares-5.26%2026-06-302026-08-05

CVX CHEVRON CORPORATION5.2K shares-11.60%2026-06-302026-08-05

DFUV DIMENSIONAL ETF TRUST15.5K shares0.34%2026-06-302026-08-05

Sponsored

HD HOME DEPOT INC2.4K shares25.87%2026-06-302026-08-05

CAT CATERPILLAR INC787 shares-22.23%2026-06-302026-08-05

BHP BHP BILLITON LIMITED10.0K shares11.24%2026-06-302026-08-05

COIN COINBASE GLOBAL INC5.7K shares-1.11%2026-06-302026-08-05

VISA INC VISA INC2.4K shares0.75%2026-06-302026-08-05

ALB ALBEMARLE CORP5.9K shares14.59%2026-06-302026-08-05

SNPS SYNOPSYS INC1.7K shares56.26%2026-06-302026-08-05

FIG FIGMA INC42.0K shares32.15%2026-06-302026-08-05

Sponsored

JIVE J P MORGAN EXCHANGE TRADED F7.9K shares41.50%2026-06-302026-08-05

JIRE J P MORGAN EXCHANGE TRADED F8.7K shares45.96%2026-06-302026-08-05

ABBVIE INC ABBVIE INC2.8K shares-25.54%2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION721 shares2.56%2026-06-302026-08-05

ISTB ISHARES TR13.4K shares-14.56%2026-06-302026-08-05

HYGW ISHARES TR21.5K shares-10.00%2026-06-302026-08-05

APPLIED MATLS INC APPLIED MATLS INC801 shares-2.91%2026-06-302026-08-05

SCHM SCHWAB STRATEGIC TR15.5K shares32.98%2026-06-302026-08-05

Sponsored

TOLZ PROSHARES TR9.1K sharesnew addition2026-06-302026-08-05

GE GE AEROSPACE1.4K shares19.25%2026-06-302026-08-05

S SENTINELONE INC30.9K shares30.25%2026-06-302026-08-05

VV VANGUARD INDEX FDS1.5K shares8.25%2026-06-302026-08-05

GLD SPDR GOLD TR1.3K shares1.77%2026-06-302026-08-05

STIP ISHARES TR4.7K shares-24.78%2026-06-302026-08-05

PAVE GLOBAL X FDS8.0K sharesnew addition2026-06-302026-08-05

IUS INVESCO EXCH TRD SLF IDX FD7.0K shares0.00%2026-06-302026-08-05

Sponsored

DFSV DIMENSIONAL ETF TRUST11.1K sharesnew addition2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL840 shares11.41%2026-06-302026-08-05

BIDU BAIDU INC3.5K shares-0.43%2026-06-302026-08-05

VXF VANGUARD INDEX FDS1.5K shares-25.39%2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC368 shares14.64%2026-06-302026-08-05

JD JD.COM INC14.1K shares29.50%2026-06-302026-08-05

ISHARES TR ISHARES TR3.7K shares13.13%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC577 sharesnew addition2026-06-302026-08-05

Sponsored

SDG ISHARES TR3.6K shares0.76%2026-06-302026-08-05

SCHW SCHWAB CHARLES CORP3.5K shares-18.94%2026-06-302026-08-05

FREEPORT MCMORAN INC FREEPORT MCMORAN INC5.0K shares3.69%2026-06-302026-08-05

AJG GALLAGHER ARTHUR J & CO1.3K shares-7.81%2026-06-302026-08-05

DSGR DISTRIBUTION SOLUTIONS GRP I11.2K shares0.00%2026-06-302026-08-05

SHW SHERWIN WILLIAMS CO875 shares-32.74%2026-06-302026-08-05

MUB ISHARES TR2.8K shares0.07%2026-06-302026-08-05

MRVL MARVELL TECHNOLOGY INC998 sharesnew addition2026-06-302026-08-05

Sponsored

ROIV ROIVANT SCIENCES LTD8.3K sharesnew addition2026-06-302026-08-05

FFSM FIDELITY COVINGTON TRUST7.6K shares0.11%2026-06-302026-08-05

NETFLIX INC. NETFLIX INC.4.1K shares11.42%2026-06-302026-08-05

AMGN AMGEN INC755 shares-41.70%2026-06-302026-08-05

ITOT ISHARES TR1.6K shares0.31%2026-06-302026-08-05

FG F&G ANNUITIES & LIFE INC10.1K shares-24.76%2026-06-302026-08-05

RTX CORPORATION RTX CORPORATION1.4K shares-47.13%2026-06-302026-08-05

FI FISERV INC5.3K shares37.57%2026-06-302026-08-05

Sponsored

GNRC GENERAC HLDGS INC860 sharesnew addition2026-06-302026-08-05

DFIC DIMENSIONAL ETF TRUST6.0K sharesnew addition2026-06-302026-08-05

BTGO BITGO HOLDINGS INC43.2K sharesnew addition2026-06-302026-08-05

CMI CUMMINS INC308 sharesnew addition2026-06-302026-08-05

IHI ISHARES TR4.4K shares-75.32%2026-06-302026-08-05

ESGD ISHARES TR2.1K sharesnew addition2026-06-302026-08-05

IJR ISHARES TR1.4K shares-82.57%2026-06-302026-08-05

RDVY FIRST TR EXCHANGE TRADED FD2.6K sharesnew addition2026-06-302026-08-05

Sponsored

BBEU J P MORGAN EXCHANGE TRADED F2.7K sharesnew addition2026-06-302026-08-05

FENI FIDELITY COVINGTON TRUST5.1K sharesnew addition2026-06-302026-08-05

ESPR ESPERION THERAPEUTICS INC NE28.8K shares-38.25%2026-06-302026-08-05

GUTS FRACTYL HEALTH INC31.8K sharesnew addition2026-06-302026-08-05

CRDL CARDIOL THERAPEUTICS INC14.0K shares0.00%2026-06-302026-08-05

MIST MILESTONE PHARMACEUTICALS IN10.3K shares0.00%2026-06-302026-08-05

GPIX

GOLDMAN SACHS ETF TR

3.32%

Shares917.0K

Event2026-06-30

Filed2026-08-05

FTEC

FIDELITY COVINGTON TRUST

4.18%

Shares67.1K

Event2026-06-30

Filed2026-08-05

USFR

WISDOMTREE TR

-1.60%

Shares318.3K

Event2026-06-30

Filed2026-08-05

JEPI

J P MORGAN EXCHANGE TRADED F

653.99%

Shares257.7K

Event2026-06-30

Filed2026-08-05

TSPA

T ROWE PRICE EXCHANGE-TRADED

-21.17%

Shares300.2K

Event2026-06-30

Filed2026-08-05

BINC

BLACKROCK ETF TRUST II

11.24%

Shares272.2K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

-1.10%

Shares37.7K

Event2026-06-30

Filed2026-08-05

SCHO

SCHWAB STRATEGIC TR

138.53%

Shares386.6K

Event2026-06-30

Filed2026-08-05

SELECT SECTOR SPDR TR

-2.67%

Shares196.8K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

-5.51%

Shares42.2K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

-11.41%

Shares22.5K

Event2026-06-30

Filed2026-08-05

FBND

FIDELITY MERRIMACK STR TR

17.33%

Shares172.3K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

12.21%

Shares12.6K

Event2026-06-30

Filed2026-08-05

PHYS

SPROTT ASSET MANAGEMENT LP

2.32%

Shares218.6K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

-30.35%

Shares5.4K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

9.01%

Shares23.5K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

19.72%

Shares14.9K

Event2026-06-30

Filed2026-08-05

IUSV

ISHARES TR

0.32%

Shares46.6K

Event2026-06-30

Filed2026-08-05

DGRW

WISDOMTREE TR

-10.05%

Shares52.6K

Event2026-06-30

Filed2026-08-05

FIDI

FIDELITY COVINGTON TRUST

1665.45%

Shares181.6K

Event2026-06-30

Filed2026-08-05

DFAC

DIMENSIONAL ETF TRUST

18.27%

Shares104.2K

Event2026-06-30

Filed2026-08-05

GFS

GLOBALFOUNDRIES INC

-8.20%

Shares54.5K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-0.17%

Shares5.9K

Event2026-06-30

Filed2026-08-05

POWL

POWELL INDS INC

109.90%

Shares14.7K

Event2026-06-30

Filed2026-08-05

CGMS

CAPITAL GRP FIXED INCM ETF T

120.13%

Shares142.6K

Event2026-06-30

Filed2026-08-05

JPIE

J P MORGAN EXCHANGE TRADED F

122.31%

Shares84.4K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

-19.69%

Shares9.9K

Event2026-06-30

Filed2026-08-05

VSCO

VICTORIAS SECRET AND CO

-2.78%

Shares42.6K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

18.88%

Shares8.0K

Event2026-06-30

Filed2026-08-05

VTEB

VANGUARD MUN BD FDS

-8.79%

Shares66.3K

Event2026-06-30

Filed2026-08-05

FESM

FIDELITY COVINGTON TRUST

190.96%

Shares69.2K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

15.94%

Shares4.3K

Event2026-06-30

Filed2026-08-05

JPIB

J P MORGAN EXCHANGE TRADED F

139.60%

Shares63.5K

Event2026-06-30

Filed2026-08-05

SLV

ISHARES SILVER TR

62.31%

Shares56.1K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

4.00%

Shares8.3K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

-33.65%

Shares3.4K

Event2026-06-30

Filed2026-08-05

URA

GLOBAL X FDS

-13.50%

Shares58.7K

Event2026-06-30

Filed2026-08-05

EBAY

EBAY INC.

6.79%

Shares21.8K

Event2026-06-30

Filed2026-08-05

GNW

GENWORTH FINL INC

1.15%

Shares251.7K

Event2026-06-30

Filed2026-08-05

CGSD

CAPITAL GRP FIXED INCM ETF T

140.61%

Shares88.7K

Event2026-06-30

Filed2026-08-05

GSLC

GOLDMAN SACHS ETF TR

0.24%

Shares14.4K

Event2026-06-30

Filed2026-08-05

SSNC

SS&C TECH HLDGS

10.84%

Shares32.8K

Event2026-06-30

Filed2026-08-05

QCOM

QUALCOMM INC

-2.86%

Shares10.3K

Event2026-06-30

Filed2026-08-05

USB

US BANCORP

10.79%

Shares31.0K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP

12.24%

Shares31.8K

Event2026-06-30

Filed2026-08-05

LULU

LULULEMON ATHLETICA INC

22.74%

Shares15.4K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-42.60%

Shares4.7K

Event2026-06-30

Filed2026-08-05

WFC

WELLS FARGO & CO

11.20%

Shares20.9K

Event2026-06-30

Filed2026-08-05

DELL

DELL TECHNOLOGIES INC

-34.56%

Shares3.5K

Event2026-06-30

Filed2026-08-05

JXN

JACKSON FINANCIAL INC

13.62%

Shares14.6K

Event2026-06-30

Filed2026-08-05

DIA

STATE STR SPDR DOW JONES IND

2.90%

Shares2.7K

Event2026-06-30

Filed2026-08-05

SCHB

SCHWAB STRATEGIC TR

34.80%

Shares47.8K

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP

New

Shares3.2K

Event2026-06-30

Filed2026-08-05

KVYO

KLAVIYO INC

New

Shares89.4K

Event2026-06-30

Filed2026-08-05

EPD

ENTERPRISE PRODS PARTNERS L

-4.75%

Shares36.5K

Event2026-06-30

Filed2026-08-05

DECK

DECKERS OUTDOOR CORP

12.52%

Shares13.4K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

0.03%

Shares3.7K

Event2026-06-30

Filed2026-08-05

DFIV

DIMENSIONAL ETF TRUST

1.37%

Shares21.2K

Event2026-06-30

Filed2026-08-05

ALIBABA GROUP HLDG LTD

35.23%

Shares11.7K

Event2026-06-30

Filed2026-08-05

NKE

NIKE INC

44.89%

Shares26.8K

Event2026-06-30

Filed2026-08-05

IPGP

IPG PHOTONICS CORP

12.35%

Shares9.3K

Event2026-06-30

Filed2026-08-05

FAST

FASTENAL CO

17.80%

Shares22.5K

Event2026-06-30

Filed2026-08-05

DFAT

DIMENSIONAL ETF TRUST

-0.14%

Shares15.3K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

-5.04%

Shares9.4K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS

-57.63%

Shares1.4K

Event2026-06-30

Filed2026-08-05

PFE

PFIZER INC

23.14%

Shares38.6K

Event2026-06-30

Filed2026-08-05

BMY

BRISTOL-MYERS SQUIBB CO

35.31%

Shares15.9K

Event2026-06-30

Filed2026-08-05

DFAX

DIMENSIONAL ETF TRUST

27.43%

Shares24.7K

Event2026-06-30

Filed2026-08-05

SCHA

SCHWAB STRATEGIC TR

33.55%

Shares24.6K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

-5.26%

Shares739

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

-11.60%

Shares5.2K

Event2026-06-30

Filed2026-08-05

DFUV

DIMENSIONAL ETF TRUST

0.34%

Shares15.5K

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

25.87%

Shares2.4K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

-22.23%

Shares787

Event2026-06-30

Filed2026-08-05

BHP

BHP BILLITON LIMITED

11.24%

Shares10.0K

Event2026-06-30

Filed2026-08-05

COIN

COINBASE GLOBAL INC

-1.11%

Shares5.7K

Event2026-06-30

Filed2026-08-05

VISA INC

0.75%

Shares2.4K

Event2026-06-30

Filed2026-08-05

ALB

ALBEMARLE CORP

14.59%

Shares5.9K

Event2026-06-30

Filed2026-08-05

SNPS

SYNOPSYS INC

56.26%

Shares1.7K

Event2026-06-30

Filed2026-08-05

FIG

FIGMA INC

32.15%

Shares42.0K

Event2026-06-30

Filed2026-08-05

JIVE

J P MORGAN EXCHANGE TRADED F

41.50%

Shares7.9K

Event2026-06-30

Filed2026-08-05

JIRE

J P MORGAN EXCHANGE TRADED F

45.96%

Shares8.7K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

-25.54%

Shares2.8K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

2.56%

Shares721

Event2026-06-30

Filed2026-08-05

ISTB

ISHARES TR

-14.56%

Shares13.4K

Event2026-06-30

Filed2026-08-05

HYGW

ISHARES TR

-10.00%

Shares21.5K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC

-2.91%

Shares801

Event2026-06-30

Filed2026-08-05

SCHM

SCHWAB STRATEGIC TR

32.98%

Shares15.5K

Event2026-06-30

Filed2026-08-05

TOLZ

PROSHARES TR

New

Shares9.1K

Event2026-06-30

Filed2026-08-05

GE AEROSPACE

19.25%

Shares1.4K

Event2026-06-30

Filed2026-08-05

SENTINELONE INC

30.25%

Shares30.9K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

8.25%

Shares1.5K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD TR

1.77%

Shares1.3K

Event2026-06-30

Filed2026-08-05

STIP

ISHARES TR

-24.78%

Shares4.7K

Event2026-06-30

Filed2026-08-05

PAVE

GLOBAL X FDS

New

Shares8.0K

Event2026-06-30

Filed2026-08-05

IUS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-05

DFSV

DIMENSIONAL ETF TRUST

New

Shares11.1K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

11.41%

Shares840

Event2026-06-30

Filed2026-08-05

BIDU

BAIDU INC

-0.43%

Shares3.5K

Event2026-06-30

Filed2026-08-05

VXF

VANGUARD INDEX FDS

-25.39%

Shares1.5K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

14.64%

Shares368

Event2026-06-30

Filed2026-08-05

JD.COM INC

29.50%

Shares14.1K

Event2026-06-30

Filed2026-08-05

ISHARES TR

13.13%

Shares3.7K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

New

Shares577

Event2026-06-30

Filed2026-08-05

SDG

ISHARES TR

0.76%

Shares3.6K

Event2026-06-30

Filed2026-08-05

SCHW

SCHWAB CHARLES CORP

-18.94%

Shares3.5K

Event2026-06-30

Filed2026-08-05

FREEPORT MCMORAN INC

3.69%

Shares5.0K

Event2026-06-30

Filed2026-08-05

AJG

GALLAGHER ARTHUR J & CO

-7.81%

Shares1.3K

Event2026-06-30

Filed2026-08-05

DSGR

DISTRIBUTION SOLUTIONS GRP I

0.00%

Shares11.2K

Event2026-06-30

Filed2026-08-05

SHW

SHERWIN WILLIAMS CO

-32.74%

Shares875

Event2026-06-30

Filed2026-08-05

MUB

ISHARES TR

0.07%

Shares2.8K

Event2026-06-30

Filed2026-08-05

MRVL

MARVELL TECHNOLOGY INC

New

Shares998

Event2026-06-30

Filed2026-08-05

ROIV

ROIVANT SCIENCES LTD

New

Shares8.3K

Event2026-06-30

Filed2026-08-05

FFSM

FIDELITY COVINGTON TRUST

0.11%

Shares7.6K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

11.42%

Shares4.1K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

-41.70%

Shares755

Event2026-06-30

Filed2026-08-05

ITOT

ISHARES TR

0.31%

Shares1.6K

Event2026-06-30

Filed2026-08-05

F&G ANNUITIES & LIFE INC

-24.76%

Shares10.1K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION

-47.13%

Shares1.4K

Event2026-06-30

Filed2026-08-05

FISERV INC

37.57%

Shares5.3K

Event2026-06-30

Filed2026-08-05

GNRC

GENERAC HLDGS INC

New

Shares860

Event2026-06-30

Filed2026-08-05

DFIC

DIMENSIONAL ETF TRUST

New

Shares6.0K

Event2026-06-30

Filed2026-08-05

BTGO

BITGO HOLDINGS INC

New

Shares43.2K

Event2026-06-30

Filed2026-08-05

CMI

CUMMINS INC

New

Shares308

Event2026-06-30

Filed2026-08-05

IHI

ISHARES TR

-75.32%

Shares4.4K

Event2026-06-30

Filed2026-08-05

ESGD

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR

-82.57%

Shares1.4K

Event2026-06-30

Filed2026-08-05

RDVY

FIRST TR EXCHANGE TRADED FD

New

Shares2.6K

Event2026-06-30

Filed2026-08-05

BBEU

J P MORGAN EXCHANGE TRADED F

New

Shares2.7K

Event2026-06-30

Filed2026-08-05

FENI

FIDELITY COVINGTON TRUST

New

Shares5.1K

Event2026-06-30

Filed2026-08-05

ESPR

ESPERION THERAPEUTICS INC NE

-38.25%

Shares28.8K

Event2026-06-30

Filed2026-08-05

GUTS

FRACTYL HEALTH INC

New

Shares31.8K

Event2026-06-30

Filed2026-08-05

CRDL

CARDIOL THERAPEUTICS INC

0.00%

Shares14.0K

Event2026-06-30

Filed2026-08-05

MIST

MILESTONE PHARMACEUTICALS IN

0.00%

Shares10.3K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available