Sponsored

The Analysis of EHRLICH FINANCIAL GROUP's Holdings & P&L

Currently, EHRLICH FINANCIAL GROUP holds 119 types of securities in its portfolio with a total value $194.4M. In the most recent quarter, they have increased their positions in VOOG (+88.5K shares, valued at $7.3M), AVUS (+55.4K shares, valued at $7.1M), BAI (+87.1K shares, valued at $4.6M); decreased their positions in XLK (-27.3K shares, valued at $5.2M), MTUM (-10.3K shares, valued at $3.5M), JQUA (-45.8K shares, valued at $3.3M); initiated new positions in BAI (+87.1K shares, valued at $4.6M), N/A (+90.4K shares, valued at $2.5M), VOT (+4.3K shares, valued at $1.3M).

1M P&L

+5.4M+3.04%

3M P&L

+2.4M+1.34%

HY P&L

-26.2M-12.60%

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/A176.6M

94.9%

2Medical Devices2.1M

1.1%

3Consumer Electronics1.8M

1.0%

Top Industries by Stock Count

1N/A91 stocks

82.7%

2Semiconductors3 stocks

2.7%

3Drug Manufacturers - General2 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AMERICAN CENTY ETF TR127.8K shares76.64%2026-06-302026-07-09

CORO BLACKROCK ETF TRUST283.5K shares20.06%2026-06-302026-07-09

VOOV VANGUARD ADMIRAL FDS INC45.8K shares18.34%2026-06-302026-07-09

DYNF BLACKROCK ETF TRUST136.0K shares0.42%2026-06-302026-07-09

VOOG VANGUARD ADMIRAL FDS INC105.5K shares518.69%2026-06-302026-07-09

SHLD GLOBAL X FDS101.9K shares23.30%2026-06-302026-07-09

VIG VANGUARD SPECIALIZED FUNDS21.2K shares2.47%2026-06-302026-07-09

IVW ISHARES TR35.3K shares-10.18%2026-06-302026-07-09

Sponsored

SHV ISHARES TR42.9K shares120.57%2026-06-302026-07-09

THRO BLACKROCK ETF TRUST106.7K shares-5.41%2026-06-302026-07-09

BAI BLACKROCK ETF TRUST87.1K sharesnew addition2026-06-302026-07-09

SPEM SPDR INDEX SHS FDS70.7K shares-26.19%2026-06-302026-07-09

CMF ISHARES TR63.5K shares-7.29%2026-06-302026-07-09

SPTI SPDR SERIES TRUST121.4K shares22.26%2026-06-302026-07-09

NUV NUVEEN MUN VALUE FD INC356.4K shares210.79%2026-06-302026-07-09

BINC BLACKROCK ETF TRUST II62.7K shares-2.81%2026-06-302026-07-09

Sponsored

SPMB SPDR SERIES TRUST139.2K shares5.87%2026-06-302026-07-09

JEPI J P MORGAN EXCHANGE TRADED F53.4K shares1.06%2026-06-302026-07-09

BNDX VANGUARD CHARLOTTE FDS58.6K shares4.06%2026-06-302026-07-09

QUAL ISHARES TR12.9K shares-4.56%2026-06-302026-07-09

XTEN BONDBLOXX ETF TRUST61.3K shares4.09%2026-06-302026-07-09

PYLD PIMCO ETF TR98.6K shares1.69%2026-06-302026-07-09

IVE ISHARES TR11.4K shares-19.76%2026-06-302026-07-09

BLACKROCK ETF TRUST BLACKROCK ETF TRUST90.4K sharesnew addition2026-06-302026-07-09

Sponsored

IDEV ISHARES TR25.3K shares-2.76%2026-06-302026-07-09

XLK SELECT SECTOR SPDR TR11.6K shares-70.24%2026-06-302026-07-09

EFV ISHARES TR27.3K shares-11.55%2026-06-302026-07-09

IAU ISHARES GOLD TR25.8K shares-16.70%2026-06-302026-07-09

IEF ISHARES TR20.4K shares-4.04%2026-06-302026-07-09

BIDD BLACKROCK ETF TRUST61.0K shares-19.01%2026-06-302026-07-09

AAPL APPLE INC6.3K shares0.19%2026-06-302026-07-09

CLOA BLACKROCK ETF TRUST II33.9K shares-2.78%2026-06-302026-07-09

Sponsored

ISHARES TR ISHARES TR2.3K shares-3.38%2026-06-302026-07-09

SCHD SCHWAB STRATEGIC TR51.1K shares9.84%2026-06-302026-07-09

EMXC ISHARES INC15.4K shares-5.69%2026-06-302026-07-09

GKOS GLAUKOS CORP10.0K shares0.00%2026-06-302026-07-09

IEMG ISHARES INC16.4K shares9.32%2026-06-302026-07-09

SMMU PIMCO ETF TR26.9K shares-18.66%2026-06-302026-07-09

JAAA JANUS DETROIT STR TR26.5K shares-10.76%2026-06-302026-07-09

DGRO ISHARES TR17.3K shares-1.46%2026-06-302026-07-09

Sponsored

VOT VANGUARD INDEX FDS4.3K sharesnew addition2026-06-302026-07-09

VTV VANGUARD INDEX FDS5.8K shares-2.05%2026-06-302026-07-09

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II51.7K shares-2.54%2026-06-302026-07-09

MTUM ISHARES TR3.5K shares-74.51%2026-06-302026-07-09

CATF AMERICAN CENTY ETF TR21.4K shares48.82%2026-06-302026-07-09

MBB ISHARES TR10.9K shares-2.33%2026-06-302026-07-09

QQQ INVESCO QQQ TR1.4K shares-12.17%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.0K shares-1.84%2026-06-302026-07-09

Sponsored

RSP INVESCO EXCHANGE TRADED FD T4.2K shares-1.14%2026-06-302026-07-09

TLT ISHARES TR10.4K shares-0.11%2026-06-302026-07-09

SCHF SCHWAB STRATEGIC TR32.2K shares1.26%2026-06-302026-07-09

LQD ISHARES TR7.6K shares0.37%2026-06-302026-07-09

ILF ISHARES TR24.1K shares-1.12%2026-06-302026-07-09

SDY SPDR SERIES TRUST5.3K shares-2.42%2026-06-302026-07-09

MUB ISHARES TR7.4K shares9.84%2026-06-302026-07-09

FTEC FIDELITY COVINGTON TRUST2.7K shares-2.43%2026-06-302026-07-09

Sponsored

SYSB ISHARES TR8.7K shares1.68%2026-06-302026-07-09

HELO J P MORGAN EXCHANGE TRADED F11.4K shares-7.77%2026-06-302026-07-09

OEF ISHARES TR2.1K shares-75.41%2026-06-302026-07-09

ICLN ISHARES TR36.7K sharesnew addition2026-06-302026-07-09

DRIV GLOBAL X FDS19.4K sharesnew addition2026-06-302026-07-09

BIL SPDR SERIES TRUST7.9K shares-2.63%2026-06-302026-07-09

ISMF BLACKROCK ETF TRUST25.6K shares30.37%2026-06-302026-07-09

COPX GLOBAL X FDS9.1K shares-5.32%2026-06-302026-07-09

Sponsored

JQUA J P MORGAN EXCHANGE TRADED F9.6K shares-82.65%2026-06-302026-07-09

EW EDWARDS LIFESCIENCES CORP7.6K shares0.00%2026-06-302026-07-09

USO UNITED STS OIL FD LP6.4K sharesnew addition2026-06-302026-07-09

XOP SPDR SERIES TRUST4.4K sharesnew addition2026-06-302026-07-09

TAN INVESCO EXCH TRADED FD TR II11.2K shares-13.82%2026-06-302026-07-09

BALI BLACKROCK ETF TRUST19.1K shares70.05%2026-06-302026-07-09

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F10.3K shares-13.46%2026-06-302026-07-09

PFF ISHARES TR20.6K shares9.29%2026-06-302026-07-09

Sponsored

FNDF SCHWAB STRATEGIC TR11.5K shares-1.83%2026-06-302026-07-09

SCHG SCHWAB STRATEGIC TR17.0K shares1.19%2026-06-302026-07-09

NVDA NVIDIA CORPORATION2.9K shares-1.65%2026-06-302026-07-09

STIP ISHARES TR5.1K shares5.83%2026-06-302026-07-09

BROADCOM INC BROADCOM INC1.4K shares-8.92%2026-06-302026-07-09

BAR GRANITESHARES GOLD TR13.2K shares-2.44%2026-06-302026-07-09

MSFT MICROSOFT CORP1.3K shares-1.88%2026-06-302026-07-09

AMZN AMAZON COM INC2.0K shares-3.52%2026-06-302026-07-09

Sponsored

GOOG ALPHABET INC1.3K shares-3.94%2026-06-302026-07-09

FVD FIRST TR EXCHANGE-TRADED FD9.2K shares0.00%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL850 shares-3.95%2026-06-302026-07-09

VOO VANGUARD INDEX FDS589 shares18.04%2026-06-302026-07-09

AXP AMERICAN EXPRESS CO1.1K shares1.60%2026-06-302026-07-09

GOOGL ALPHABET INC1.0K shares-6.36%2026-06-302026-07-09

DE DEERE & CO556 shares-10.90%2026-06-302026-07-09

FNDA SCHWAB STRATEGIC TR9.0K shares0.00%2026-06-302026-07-09

Sponsored

JPIE J P MORGAN EXCHANGE TRADED F7.4K shares-9.76%2026-06-302026-07-09

TSM TAIWAN SEMICONDUCTOR MANUFAC690 shares0.00%2026-06-302026-07-09

WSM WILLIAMS SONOMA INC1.4K shares0.00%2026-06-302026-07-09

CALI BLACKROCK ETF TRUST II6.3K shares-8.08%2026-06-302026-07-09

EFG ISHARES TR2.5K shares-43.97%2026-06-302026-07-09

NKX NUVEEN CALIF AMT FREE MUNI I23.9K shares3.85%2026-06-302026-07-09

VISA INC VISA INC846 shares-6.52%2026-06-302026-07-09

EMLC VANECK ETF TRUST11.1K shares-10.86%2026-06-302026-07-09

Sponsored

LLY ELI LILLY & CO236 shares2.16%2026-06-302026-07-09

SECU BLACKROCK ETF TRUST II5.7K sharesnew addition2026-06-302026-07-09

VBR VANGUARD INDEX FDS1.1K shares0.00%2026-06-302026-07-09

EUHY ISHARES INC5.2K sharesnew addition2026-06-302026-07-09

JNJ JOHNSON & JOHNSON1.1K shares2.08%2026-06-302026-07-09

IUSG ISHARES TR1.4K shares-4.83%2026-06-302026-07-09

ARTY ISHARES TR3.5K sharesnew addition2026-06-302026-07-09

VYM VANGUARD WHITEHALL FDS1.7K shares-5.86%2026-06-302026-07-09

Sponsored

LCTU BLACKROCK ETF TRUST3.2K shares7.70%2026-06-302026-07-09

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL268 sharesnew addition2026-06-302026-07-09

HIMU BLACKROCK ETF TRUST II5.1K shares-76.21%2026-06-302026-07-09

COMT ISHARES U S ETF TR7.7K shares1.97%2026-06-302026-07-09

AVNM AMERICAN CENTY ETF TR2.8K shares0.53%2026-06-302026-07-09

ISTM ISHARES U S ETF TR8.2K sharesnew addition2026-06-302026-07-09

VWO VANGUARD INTL EQUITY INDEX F3.9K shares0.00%2026-06-302026-07-09

VZ VERIZON COMMUNICATIONS INC5.2K shares0.45%2026-06-302026-07-09

Sponsored

SPAB SPDR SERIES TRUST8.5K shares0.00%2026-06-302026-07-09

ANET ARISTA NETWORKS INC1.3K sharesnew addition2026-06-302026-07-09

GII SPDR INDEX SHS FDS2.8K sharesnew addition2026-06-302026-07-09

CVX CHEVRON CORPORATION1.3K shares0.80%2026-06-302026-07-09

CISCO SYS INC CISCO SYS INC1.8K sharesnew addition2026-06-302026-07-09

MRVL MARVELL TECHNOLOGY INC679 sharesnew addition2026-06-302026-07-09

XLC SELECT SECTOR SPDR TR1.9K shares-17.09%2026-06-302026-07-09

AVUS

AMERICAN CENTY ETF TR

76.64%

Shares127.8K

Event2026-06-30

Filed2026-07-09

CORO

BLACKROCK ETF TRUST

20.06%

Shares283.5K

Event2026-06-30

Filed2026-07-09

VOOV

VANGUARD ADMIRAL FDS INC

18.34%

Shares45.8K

Event2026-06-30

Filed2026-07-09

DYNF

BLACKROCK ETF TRUST

0.42%

Shares136.0K

Event2026-06-30

Filed2026-07-09

VOOG

VANGUARD ADMIRAL FDS INC

518.69%

Shares105.5K

Event2026-06-30

Filed2026-07-09

SHLD

GLOBAL X FDS

23.30%

Shares101.9K

Event2026-06-30

Filed2026-07-09

VIG

VANGUARD SPECIALIZED FUNDS

2.47%

Shares21.2K

Event2026-06-30

Filed2026-07-09

IVW

ISHARES TR

-10.18%

Shares35.3K

Event2026-06-30

Filed2026-07-09

SHV

ISHARES TR

120.57%

Shares42.9K

Event2026-06-30

Filed2026-07-09

THRO

BLACKROCK ETF TRUST

-5.41%

Shares106.7K

Event2026-06-30

Filed2026-07-09

BAI

BLACKROCK ETF TRUST

New

Shares87.1K

Event2026-06-30

Filed2026-07-09

SPEM

SPDR INDEX SHS FDS

-26.19%

Shares70.7K

Event2026-06-30

Filed2026-07-09

CMF

ISHARES TR

-7.29%

Shares63.5K

Event2026-06-30

Filed2026-07-09

SPTI

SPDR SERIES TRUST

22.26%

Shares121.4K

Event2026-06-30

Filed2026-07-09

NUV

NUVEEN MUN VALUE FD INC

210.79%

Shares356.4K

Event2026-06-30

Filed2026-07-09

BINC

BLACKROCK ETF TRUST II

-2.81%

Shares62.7K

Event2026-06-30

Filed2026-07-09

SPMB

SPDR SERIES TRUST

5.87%

Shares139.2K

Event2026-06-30

Filed2026-07-09

JEPI

J P MORGAN EXCHANGE TRADED F

1.06%

Shares53.4K

Event2026-06-30

Filed2026-07-09

BNDX

VANGUARD CHARLOTTE FDS

4.06%

Shares58.6K

Event2026-06-30

Filed2026-07-09

QUAL

ISHARES TR

-4.56%

Shares12.9K

Event2026-06-30

Filed2026-07-09

XTEN

BONDBLOXX ETF TRUST

4.09%

Shares61.3K

Event2026-06-30

Filed2026-07-09

PYLD

PIMCO ETF TR

1.69%

Shares98.6K

Event2026-06-30

Filed2026-07-09

IVE

ISHARES TR

-19.76%

Shares11.4K

Event2026-06-30

Filed2026-07-09

BLACKROCK ETF TRUST

New

Shares90.4K

Event2026-06-30

Filed2026-07-09

IDEV

ISHARES TR

-2.76%

Shares25.3K

Event2026-06-30

Filed2026-07-09

XLK

SELECT SECTOR SPDR TR

-70.24%

Shares11.6K

Event2026-06-30

Filed2026-07-09

EFV

ISHARES TR

-11.55%

Shares27.3K

Event2026-06-30

Filed2026-07-09

IAU

ISHARES GOLD TR

-16.70%

Shares25.8K

Event2026-06-30

Filed2026-07-09

IEF

ISHARES TR

-4.04%

Shares20.4K

Event2026-06-30

Filed2026-07-09

BIDD

BLACKROCK ETF TRUST

-19.01%

Shares61.0K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

0.19%

Shares6.3K

Event2026-06-30

Filed2026-07-09

CLOA

BLACKROCK ETF TRUST II

-2.78%

Shares33.9K

Event2026-06-30

Filed2026-07-09

ISHARES TR

-3.38%

Shares2.3K

Event2026-06-30

Filed2026-07-09

SCHD

SCHWAB STRATEGIC TR

9.84%

Shares51.1K

Event2026-06-30

Filed2026-07-09

EMXC

ISHARES INC

-5.69%

Shares15.4K

Event2026-06-30

Filed2026-07-09

GKOS

GLAUKOS CORP

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES INC

9.32%

Shares16.4K

Event2026-06-30

Filed2026-07-09

SMMU

PIMCO ETF TR

-18.66%

Shares26.9K

Event2026-06-30

Filed2026-07-09

JAAA

JANUS DETROIT STR TR

-10.76%

Shares26.5K

Event2026-06-30

Filed2026-07-09

DGRO

ISHARES TR

-1.46%

Shares17.3K

Event2026-06-30

Filed2026-07-09

VOT

VANGUARD INDEX FDS

New

Shares4.3K

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD INDEX FDS

-2.05%

Shares5.8K

Event2026-06-30

Filed2026-07-09

INVESCO EXCH TRADED FD TR II

-2.54%

Shares51.7K

Event2026-06-30

Filed2026-07-09

MTUM

ISHARES TR

-74.51%

Shares3.5K

Event2026-06-30

Filed2026-07-09

CATF

AMERICAN CENTY ETF TR

48.82%

Shares21.4K

Event2026-06-30

Filed2026-07-09

MBB

ISHARES TR

-2.33%

Shares10.9K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

-12.17%

Shares1.4K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

-1.84%

Shares3.0K

Event2026-06-30

Filed2026-07-09

RSP

INVESCO EXCHANGE TRADED FD T

-1.14%

Shares4.2K

Event2026-06-30

Filed2026-07-09

TLT

ISHARES TR

-0.11%

Shares10.4K

Event2026-06-30

Filed2026-07-09

SCHF

SCHWAB STRATEGIC TR

1.26%

Shares32.2K

Event2026-06-30

Filed2026-07-09

LQD

ISHARES TR

0.37%

Shares7.6K

Event2026-06-30

Filed2026-07-09

ILF

ISHARES TR

-1.12%

Shares24.1K

Event2026-06-30

Filed2026-07-09

SDY

SPDR SERIES TRUST

-2.42%

Shares5.3K

Event2026-06-30

Filed2026-07-09

MUB

ISHARES TR

9.84%

Shares7.4K

Event2026-06-30

Filed2026-07-09

FTEC

FIDELITY COVINGTON TRUST

-2.43%

Shares2.7K

Event2026-06-30

Filed2026-07-09

SYSB

ISHARES TR

1.68%

Shares8.7K

Event2026-06-30

Filed2026-07-09

HELO

J P MORGAN EXCHANGE TRADED F

-7.77%

Shares11.4K

Event2026-06-30

Filed2026-07-09

OEF

ISHARES TR

-75.41%

Shares2.1K

Event2026-06-30

Filed2026-07-09

ICLN

ISHARES TR

New

Shares36.7K

Event2026-06-30

Filed2026-07-09

DRIV

GLOBAL X FDS

New

Shares19.4K

Event2026-06-30

Filed2026-07-09

BIL

SPDR SERIES TRUST

-2.63%

Shares7.9K

Event2026-06-30

Filed2026-07-09

ISMF

BLACKROCK ETF TRUST

30.37%

Shares25.6K

Event2026-06-30

Filed2026-07-09

COPX

GLOBAL X FDS

-5.32%

Shares9.1K

Event2026-06-30

Filed2026-07-09

JQUA

J P MORGAN EXCHANGE TRADED F

-82.65%

Shares9.6K

Event2026-06-30

Filed2026-07-09

EDWARDS LIFESCIENCES CORP

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-09

USO

UNITED STS OIL FD LP

New

Shares6.4K

Event2026-06-30

Filed2026-07-09

XOP

SPDR SERIES TRUST

New

Shares4.4K

Event2026-06-30

Filed2026-07-09

TAN

INVESCO EXCH TRADED FD TR II

-13.82%

Shares11.2K

Event2026-06-30

Filed2026-07-09

BALI

BLACKROCK ETF TRUST

70.05%

Shares19.1K

Event2026-06-30

Filed2026-07-09

J P MORGAN EXCHANGE TRADED F

-13.46%

Shares10.3K

Event2026-06-30

Filed2026-07-09

PFF

ISHARES TR

9.29%

Shares20.6K

Event2026-06-30

Filed2026-07-09

FNDF

SCHWAB STRATEGIC TR

-1.83%

Shares11.5K

Event2026-06-30

Filed2026-07-09

SCHG

SCHWAB STRATEGIC TR

1.19%

Shares17.0K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

-1.65%

Shares2.9K

Event2026-06-30

Filed2026-07-09

STIP

ISHARES TR

5.83%

Shares5.1K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

-8.92%

Shares1.4K

Event2026-06-30

Filed2026-07-09

BAR

GRANITESHARES GOLD TR

-2.44%

Shares13.2K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

-1.88%

Shares1.3K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

-3.52%

Shares2.0K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

-3.94%

Shares1.3K

Event2026-06-30

Filed2026-07-09

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

-3.95%

Shares850

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

18.04%

Shares589

Event2026-06-30

Filed2026-07-09

AXP

AMERICAN EXPRESS CO

1.60%

Shares1.1K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

-6.36%

Shares1.0K

Event2026-06-30

Filed2026-07-09

DEERE & CO

-10.90%

Shares556

Event2026-06-30

Filed2026-07-09

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-09

JPIE

J P MORGAN EXCHANGE TRADED F

-9.76%

Shares7.4K

Event2026-06-30

Filed2026-07-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares690

Event2026-06-30

Filed2026-07-09

WSM

WILLIAMS SONOMA INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-09

CALI

BLACKROCK ETF TRUST II

-8.08%

Shares6.3K

Event2026-06-30

Filed2026-07-09

EFG

ISHARES TR

-43.97%

Shares2.5K

Event2026-06-30

Filed2026-07-09

NKX

NUVEEN CALIF AMT FREE MUNI I

3.85%

Shares23.9K

Event2026-06-30

Filed2026-07-09

VISA INC

-6.52%

Shares846

Event2026-06-30

Filed2026-07-09

EMLC

VANECK ETF TRUST

-10.86%

Shares11.1K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

2.16%

Shares236

Event2026-06-30

Filed2026-07-09

SECU

BLACKROCK ETF TRUST II

New

Shares5.7K

Event2026-06-30

Filed2026-07-09

VBR

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-09

EUHY

ISHARES INC

New

Shares5.2K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

2.08%

Shares1.1K

Event2026-06-30

Filed2026-07-09

IUSG

ISHARES TR

-4.83%

Shares1.4K

Event2026-06-30

Filed2026-07-09

ARTY

ISHARES TR

New

Shares3.5K

Event2026-06-30

Filed2026-07-09

VYM

VANGUARD WHITEHALL FDS

-5.86%

Shares1.7K

Event2026-06-30

Filed2026-07-09

LCTU

BLACKROCK ETF TRUST

7.70%

Shares3.2K

Event2026-06-30

Filed2026-07-09

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares268

Event2026-06-30

Filed2026-07-09

HIMU

BLACKROCK ETF TRUST II

-76.21%

Shares5.1K

Event2026-06-30

Filed2026-07-09

COMT

ISHARES U S ETF TR

1.97%

Shares7.7K

Event2026-06-30

Filed2026-07-09

AVNM

AMERICAN CENTY ETF TR

0.53%

Shares2.8K

Event2026-06-30

Filed2026-07-09

ISTM

ISHARES U S ETF TR

New

Shares8.2K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-09

VERIZON COMMUNICATIONS INC

0.45%

Shares5.2K

Event2026-06-30

Filed2026-07-09

SPAB

SPDR SERIES TRUST

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-09

ANET

ARISTA NETWORKS INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-09

GII

SPDR INDEX SHS FDS

New

Shares2.8K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION

0.80%

Shares1.3K

Event2026-06-30

Filed2026-07-09

CISCO SYS INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-09

MRVL

MARVELL TECHNOLOGY INC

New

Shares679

Event2026-06-30

Filed2026-07-09

XLC

SELECT SECTOR SPDR TR

-17.09%

Shares1.9K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available