Sponsored

The Analysis of Elevation Wealth Management LLC's Holdings & P&L

Currently, Elevation Wealth Management LLC holds 145 types of securities in its portfolio with a total value $133.6M. In the most recent quarter, they have increased their positions in N/A (+298.3K shares, valued at $3.3M), JUSA (+10.0K shares, valued at $669.8K), IWF (+4.5K shares, valued at $559.5K); decreased their positions in JGLO (-4.1K shares, valued at $293.1K), JGRO (-2.4K shares, valued at $231.9K), N/A (-2.3K shares, valued at $227.5K); initiated new positions in N/A (+298.3K shares, valued at $3.3M), JUSA (+10.0K shares, valued at $669.8K), VICR (+1.1K shares, valued at $436.7K).

1M P&L

+4.0M+4.12%

3M P&L

+1.8M+1.82%

HY P&L

+7.7M+8.15%

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/A64.3M

58.5%

2Semiconductors12.0M

10.9%

3Internet Content & Information9.3M

8.5%

Top Industries by Stock Count

1N/A94 stocks

75.8%

2Semiconductors7 stocks

5.6%

3Internet Content & Information3 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BBUS J P MORGAN EXCHANGE TRADED F63.8K shares-1.69%2026-06-302026-07-29

NVDA NVIDIA CORPORATION33.1K shares1.15%2026-06-302026-07-29

AAPL APPLE INC20.0K shares-1.23%2026-06-302026-07-29

GOOGL ALPHABET INC12.9K shares2.70%2026-06-302026-07-29

MSFT MICROSOFT CORP11.9K shares11.08%2026-06-302026-07-29

AMZN AMAZON COM INC18.5K shares1.60%2026-06-302026-07-29

GOOG ALPHABET INC11.3K shares1.57%2026-06-302026-07-29

DEEP FISSION INC DEEP FISSION INC298.3K sharesnew addition2026-06-302026-07-29

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST35.6K shares7.07%2026-06-302026-07-29

BROADCOM INC BROADCOM INC7.5K shares5.74%2026-06-302026-07-29

OCTW AIM ETF PRODUCTS TRUST68.7K shares-1.05%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC5.0K shares21.54%2026-06-302026-07-29

JIRE J P MORGAN EXCHANGE TRADED F25.1K shares3.37%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL3.9K shares0.00%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC3.3K shares3.35%2026-06-302026-07-29

JGRO J P MORGAN EXCHANGE TRADED F19.4K shares-10.82%2026-06-302026-07-29

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC2.3K shares3.38%2026-06-302026-07-29

JAVA J P MORGAN EXCHANGE TRADED F21.7K shares-9.79%2026-06-302026-07-29

QQQ INVESCO QQQ TR2.3K shares17.25%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC1.4K shares3.17%2026-06-302026-07-29

BUFR FIRST TR EXCHNG TRADED FD VI40.1K shares4.10%2026-06-302026-07-29

ISHARES TR ISHARES TR1.8K shares37.33%2026-06-302026-07-29

JBND J P MORGAN EXCHANGE TRADED F24.3K shares33.15%2026-06-302026-07-29

LLY ELI LILLY & CO1.1K shares4.64%2026-06-302026-07-29

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F26.4K shares2.98%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC3.6K shares-2.72%2026-06-302026-07-29

JEPI J P MORGAN EXCHANGE TRADED F21.5K shares-7.70%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS3.2K shares9.37%2026-06-302026-07-29

SLV ISHARES SILVER TR21.3K shares0.91%2026-06-302026-07-29

ITOT ISHARES TR6.9K shares-0.72%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR5.9K shares-1.02%2026-06-302026-07-29

FTHI FIRST TR EXCHANGE TRADED FD45.6K shares0.01%2026-06-302026-07-29

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.1K shares4.82%2026-06-302026-07-29

ACWX ISHARES TR13.3K shares-3.13%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.1K shares0.95%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.4K shares8.10%2026-06-302026-07-29

SCHG SCHWAB STRATEGIC TR28.9K shares-2.61%2026-06-302026-07-29

JPUS J P MORGAN EXCHANGE TRADED F6.7K shares0.11%2026-06-302026-07-29

IUSB ISHARES TR20.2K shares4.41%2026-06-302026-07-29

IVW ISHARES TR6.6K shares-0.20%2026-06-302026-07-29

Sponsored

FENI FIDELITY COVINGTON TRUST21.3K shares7.70%2026-06-302026-07-29

IWF ISHARES TR6.6K shares214.98%2026-06-302026-07-29

FBCG FIDELITY COVINGTON TRUST13.0K shares10.86%2026-06-302026-07-29

IEMG ISHARES INC9.7K shares-10.87%2026-06-302026-07-29

LRCX LAM RESEARCH CORP1.9K shares4.91%2026-06-302026-07-29

VOO VANGUARD INDEX FDS1.2K shares7.36%2026-06-302026-07-29

FENY FIDELITY COVINGTON TRUST26.7K shares82.06%2026-06-302026-07-29

FELC FIDELITY COVINGTON TRUST18.8K shares-3.89%2026-06-302026-07-29

Sponsored

RDDT REDDIT INC4.4K shares-6.82%2026-06-302026-07-29

GOVT ISHARES TR31.2K shares9.99%2026-06-302026-07-29

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F11.1K shares-2.96%2026-06-302026-07-29

DYNF BLACKROCK ETF TRUST9.9K shares0.57%2026-06-302026-07-29

JUSA J P MORGAN EXCHANGE TRADED F10.0K sharesnew addition2026-06-302026-07-29

JEMA J P MORGAN EXCHANGE TRADED F10.1K shares-7.24%2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.9.0K shares6.58%2026-06-302026-07-29

BBMC J P MORGAN EXCHANGE TRADED F4.9K shares-3.10%2026-06-302026-07-29

Sponsored

FBND FIDELITY MERRIMACK STR TR13.4K shares2.66%2026-06-302026-07-29

MRVL MARVELL TECHNOLOGY INC2.1K shares0.05%2026-06-302026-07-29

JGLO J P MORGAN EXCHANGE TRADED F8.3K shares-33.03%2026-06-302026-07-29

BBIN J P MORGAN EXCHANGE TRADED F7.5K shares-1.35%2026-06-302026-07-29

ISHARES TR ISHARES TR6.0K shares-4.63%2026-06-302026-07-29

BAC BANK OF AMER CORP10.1K shares12.02%2026-06-302026-07-29

IYW ISHARES TR2.2K shares-0.58%2026-06-302026-07-29

AVEM AMERICAN CENTY ETF TR5.6K shares-5.74%2026-06-302026-07-29

Sponsored

APPLIED MATLS INC APPLIED MATLS INC744 shares0.81%2026-06-302026-07-29

FUTY FIDELITY COVINGTON TRUST9.0K shares68.95%2026-06-302026-07-29

EFG ISHARES TR4.2K shares0.56%2026-06-302026-07-29

FHLC FIDELITY COVINGTON TRUST6.6K shares15.63%2026-06-302026-07-29

IVE ISHARES TR2.2K shares-12.38%2026-06-302026-07-29

TSLA TESLA INC1.2K shares9.70%2026-06-302026-07-29

TXN TEXAS INSTRS INC1.7K shares5.51%2026-06-302026-07-29

PVAL PUTNAM ETF TRUST9.8K shares7.19%2026-06-302026-07-29

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC1.0K shares-0.59%2026-06-302026-07-29

VUG VANGUARD INDEX FDS5.5K shares485.61%2026-06-302026-07-29

BDYN BLACKROCK ETF TRUST16.8K shares-9.49%2026-06-302026-07-29

BBAG J P MORGAN EXCHANGE TRADED F9.9K shares-2.20%2026-06-302026-07-29

VTV VANGUARD INDEX FDS2.1K shares-1.53%2026-06-302026-07-29

ILCG ISHARES TR3.8K shares37.11%2026-06-302026-07-29

GSLC GOLDMAN SACHS ETF TR3.1K shares-1.30%2026-06-302026-07-29

VICR VICOR CORP1.1K sharesnew addition2026-06-302026-07-29

Sponsored

DECW AIM ETF PRODUCTS TRUST12.2K shares0.00%2026-06-302026-07-29

IVLU ISHARES TR10.2K shares-3.88%2026-06-302026-07-29

QUAL ISHARES TR1.9K shares-32.38%2026-06-302026-07-29

VEA VANGUARD TAX-MANAGED FDS5.8K shares0.31%2026-06-302026-07-29

VB VANGUARD INDEX FDS1.4K shares-3.56%2026-06-302026-07-29

ESGU ISHARES TR2.4K shares-0.12%2026-06-302026-07-29

IWD ISHARES TR1.6K shares-16.49%2026-06-302026-07-29

XLC SELECT SECTOR SPDR TR3.7K shares2.41%2026-06-302026-07-29

Sponsored

JIVE J P MORGAN EXCHANGE TRADED F4.3K shares27.34%2026-06-302026-07-29

JULW AIM ETF PRODUCTS TRUST9.6K shares-0.78%2026-06-302026-07-29

EFV ISHARES TR5.1K shares-25.54%2026-06-302026-07-29

HD HOME DEPOT INC1.1K shares8.41%2026-06-302026-07-29

DGRO ISHARES TR5.0K shares0.72%2026-06-302026-07-29

NVBW AIM ETF PRODUCTS TRUST10.4K shares0.00%2026-06-302026-07-29

IWS ISHARES TR2.1K shares-10.14%2026-06-302026-07-29

GE GE AEROSPACE913 shares-0.33%2026-06-302026-07-29

Sponsored

PG PROCTER & GAMBLE CO2.3K shares-2.01%2026-06-302026-07-29

FMAT FIDELITY COVINGTON TRUST5.6K sharesnew addition2026-06-302026-07-29

JPST J P MORGAN EXCHANGE TRADED F6.4K shares-7.49%2026-06-302026-07-29

FIGB FIDELITY MERRIMACK STR TR7.3K shares4.94%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T413 shares-2.82%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC303 sharesnew addition2026-06-302026-07-29

IUSG ISHARES TR1.6K shares-0.49%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC2.6K sharesnew addition2026-06-302026-07-29

Sponsored

JQUA J P MORGAN EXCHANGE TRADED F4.2K shares0.00%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP2.2K shares2.50%2026-06-302026-07-29

JIG J P MORGAN EXCHANGE TRADED F3.4K shares-1.73%2026-06-302026-07-29

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.4K shares61.99%2026-06-302026-07-29

IUSV ISHARES TR2.6K shares0.00%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS1.2K shares1.11%2026-06-302026-07-29

JVAL J P MORGAN EXCHANGE TRADED F4.7K shares0.00%2026-06-302026-07-29

BAI BLACKROCK ETF TRUST5.3K shares-16.20%2026-06-302026-07-29

Sponsored

ADI ANALOG DEVICES INC665 shares1.99%2026-06-302026-07-29

BBSC J P MORGAN EXCHANGE TRADED F2.9K shares-4.57%2026-06-302026-07-29

VOOG VANGUARD ADMIRAL FDS INC3.2K shares500.00%2026-06-302026-07-29

JPIE J P MORGAN EXCHANGE TRADED F5.7K shares0.64%2026-06-302026-07-29

PSEP INNOVATOR ETFS TRUST5.7K shares0.00%2026-06-302026-07-29

ANET ARISTA NETWORKS INC1.5K sharesnew addition2026-06-302026-07-29

JULT AIM ETF PRODUCTS TRUST5.3K shares0.00%2026-06-302026-07-29

COKE COCA COLA CONS INC1.3K shares0.00%2026-06-302026-07-29

Sponsored

BINC BLACKROCK ETF TRUST II4.7K shares-3.63%2026-06-302026-07-29

FNDF SCHWAB STRATEGIC TR4.6K shares-1.30%2026-06-302026-07-29

LIN LINDE PLC471 shares12.95%2026-06-302026-07-29

MBB ISHARES TR2.6K shares-12.10%2026-06-302026-07-29

PCAR PACCAR INC2.0K shares-8.15%2026-06-302026-07-29

VRT VERTIV HOLDINGS CO722 sharesnew addition2026-06-302026-07-29

GLD SPDR GOLD TR638 shares3.74%2026-06-302026-07-29

SPSM SPDR SERIES TRUST4.0K shares-6.73%2026-06-302026-07-29

Sponsored

SCHZ SCHWAB STRATEGIC TR9.8K shares-38.16%2026-06-302026-07-29

ABBVIE INC ABBVIE INC893 sharesnew addition2026-06-302026-07-29

SFLR INNOVATOR ETFS TRUST5.8K shares0.00%2026-06-302026-07-29

COWZ PACER FDS TR3.5K shares-0.23%2026-06-302026-07-29

BA BOEING CO1.0K sharesnew addition2026-06-302026-07-29

SPMO INVESCO EXCH TRADED FD TR II1.4K sharesnew addition2026-06-302026-07-29

BDVL BLACKROCK ETF TRUST8.4K shares-3.03%2026-06-302026-07-29

JANT AIM ETF PRODUCTS TRUST4.9K sharesnew addition2026-06-302026-07-29

Sponsored

SCHX SCHWAB STRATEGIC TR7.4K shares-16.32%2026-06-302026-07-29

CORO BLACKROCK ETF TRUST5.9K sharesnew addition2026-06-302026-07-29

TBIL RBB FD INC4.3K shares-0.28%2026-06-302026-07-29

THRO BLACKROCK ETF TRUST4.9K shares-22.94%2026-06-302026-07-29

IGRO ISHARES TR2.4K shares0.17%2026-06-302026-07-29

FFSM FIDELITY COVINGTON TRUST5.4K sharesnew addition2026-06-302026-07-29

VISA INC VISA INC603 sharesnew addition2026-06-302026-07-29

FV FIRST TR EXCHANGE TRADED FD2.7K sharesnew addition2026-06-302026-07-29

Sponsored

ISHARES TR ISHARES TR2.1K shares-52.57%2026-06-302026-07-29

BBUS

J P MORGAN EXCHANGE TRADED F

-1.69%

Shares63.8K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

1.15%

Shares33.1K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

-1.23%

Shares20.0K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

2.70%

Shares12.9K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

11.08%

Shares11.9K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

1.60%

Shares18.5K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

1.57%

Shares11.3K

Event2026-06-30

Filed2026-07-29

DEEP FISSION INC

New

Shares298.3K

Event2026-06-30

Filed2026-07-29

SPDR SERIES TRUST

7.07%

Shares35.6K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

5.74%

Shares7.5K

Event2026-06-30

Filed2026-07-29

OCTW

AIM ETF PRODUCTS TRUST

-1.05%

Shares68.7K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

21.54%

Shares5.0K

Event2026-06-30

Filed2026-07-29

JIRE

J P MORGAN EXCHANGE TRADED F

3.37%

Shares25.1K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

3.35%

Shares3.3K

Event2026-06-30

Filed2026-07-29

JGRO

J P MORGAN EXCHANGE TRADED F

-10.82%

Shares19.4K

Event2026-06-30

Filed2026-07-29

CROWDSTRIKE HLDGS INC

3.38%

Shares2.3K

Event2026-06-30

Filed2026-07-29

JAVA

J P MORGAN EXCHANGE TRADED F

-9.79%

Shares21.7K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

17.25%

Shares2.3K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

3.17%

Shares1.4K

Event2026-06-30

Filed2026-07-29

BUFR

FIRST TR EXCHNG TRADED FD VI

4.10%

Shares40.1K

Event2026-06-30

Filed2026-07-29

ISHARES TR

37.33%

Shares1.8K

Event2026-06-30

Filed2026-07-29

JBND

J P MORGAN EXCHANGE TRADED F

33.15%

Shares24.3K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

4.64%

Shares1.1K

Event2026-06-30

Filed2026-07-29

JCPB

J P MORGAN EXCHANGE TRADED F

2.98%

Shares26.4K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

-2.72%

Shares3.6K

Event2026-06-30

Filed2026-07-29

JEPI

J P MORGAN EXCHANGE TRADED F

-7.70%

Shares21.5K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

9.37%

Shares3.2K

Event2026-06-30

Filed2026-07-29

SLV

ISHARES SILVER TR

0.91%

Shares21.3K

Event2026-06-30

Filed2026-07-29

ITOT

ISHARES TR

-0.72%

Shares6.9K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

-1.02%

Shares5.9K

Event2026-06-30

Filed2026-07-29

FTHI

FIRST TR EXCHANGE TRADED FD

0.01%

Shares45.6K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

4.82%

Shares1.1K

Event2026-06-30

Filed2026-07-29

ACWX

ISHARES TR

-3.13%

Shares13.3K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

0.95%

Shares3.1K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

8.10%

Shares2.4K

Event2026-06-30

Filed2026-07-29

SCHG

SCHWAB STRATEGIC TR

-2.61%

Shares28.9K

Event2026-06-30

Filed2026-07-29

JPUS

J P MORGAN EXCHANGE TRADED F

0.11%

Shares6.7K

Event2026-06-30

Filed2026-07-29

IUSB

ISHARES TR

4.41%

Shares20.2K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES TR

-0.20%

Shares6.6K

Event2026-06-30

Filed2026-07-29

FENI

FIDELITY COVINGTON TRUST

7.70%

Shares21.3K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

214.98%

Shares6.6K

Event2026-06-30

Filed2026-07-29

FBCG

FIDELITY COVINGTON TRUST

10.86%

Shares13.0K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

-10.87%

Shares9.7K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

4.91%

Shares1.9K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

7.36%

Shares1.2K

Event2026-06-30

Filed2026-07-29

FENY

FIDELITY COVINGTON TRUST

82.06%

Shares26.7K

Event2026-06-30

Filed2026-07-29

FELC

FIDELITY COVINGTON TRUST

-3.89%

Shares18.8K

Event2026-06-30

Filed2026-07-29

RDDT

REDDIT INC

-6.82%

Shares4.4K

Event2026-06-30

Filed2026-07-29

GOVT

ISHARES TR

9.99%

Shares31.2K

Event2026-06-30

Filed2026-07-29

J P MORGAN EXCHANGE TRADED F

-2.96%

Shares11.1K

Event2026-06-30

Filed2026-07-29

DYNF

BLACKROCK ETF TRUST

0.57%

Shares9.9K

Event2026-06-30

Filed2026-07-29

JUSA

J P MORGAN EXCHANGE TRADED F

New

Shares10.0K

Event2026-06-30

Filed2026-07-29

JEMA

J P MORGAN EXCHANGE TRADED F

-7.24%

Shares10.1K

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

6.58%

Shares9.0K

Event2026-06-30

Filed2026-07-29

BBMC

J P MORGAN EXCHANGE TRADED F

-3.10%

Shares4.9K

Event2026-06-30

Filed2026-07-29

FBND

FIDELITY MERRIMACK STR TR

2.66%

Shares13.4K

Event2026-06-30

Filed2026-07-29

MRVL

MARVELL TECHNOLOGY INC

0.05%

Shares2.1K

Event2026-06-30

Filed2026-07-29

JGLO

J P MORGAN EXCHANGE TRADED F

-33.03%

Shares8.3K

Event2026-06-30

Filed2026-07-29

BBIN

J P MORGAN EXCHANGE TRADED F

-1.35%

Shares7.5K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-4.63%

Shares6.0K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

12.02%

Shares10.1K

Event2026-06-30

Filed2026-07-29

IYW

ISHARES TR

-0.58%

Shares2.2K

Event2026-06-30

Filed2026-07-29

AVEM

AMERICAN CENTY ETF TR

-5.74%

Shares5.6K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

0.81%

Shares744

Event2026-06-30

Filed2026-07-29

FUTY

FIDELITY COVINGTON TRUST

68.95%

Shares9.0K

Event2026-06-30

Filed2026-07-29

EFG

ISHARES TR

0.56%

Shares4.2K

Event2026-06-30

Filed2026-07-29

FHLC

FIDELITY COVINGTON TRUST

15.63%

Shares6.6K

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR

-12.38%

Shares2.2K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

9.70%

Shares1.2K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

5.51%

Shares1.7K

Event2026-06-30

Filed2026-07-29

PVAL

PUTNAM ETF TRUST

7.19%

Shares9.8K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.59%

Shares1.0K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

485.61%

Shares5.5K

Event2026-06-30

Filed2026-07-29

BDYN

BLACKROCK ETF TRUST

-9.49%

Shares16.8K

Event2026-06-30

Filed2026-07-29

BBAG

J P MORGAN EXCHANGE TRADED F

-2.20%

Shares9.9K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

-1.53%

Shares2.1K

Event2026-06-30

Filed2026-07-29

ILCG

ISHARES TR

37.11%

Shares3.8K

Event2026-06-30

Filed2026-07-29

GSLC

GOLDMAN SACHS ETF TR

-1.30%

Shares3.1K

Event2026-06-30

Filed2026-07-29

VICR

VICOR CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

DECW

AIM ETF PRODUCTS TRUST

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-29

IVLU

ISHARES TR

-3.88%

Shares10.2K

Event2026-06-30

Filed2026-07-29

QUAL

ISHARES TR

-32.38%

Shares1.9K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

0.31%

Shares5.8K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-3.56%

Shares1.4K

Event2026-06-30

Filed2026-07-29

ESGU

ISHARES TR

-0.12%

Shares2.4K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

-16.49%

Shares1.6K

Event2026-06-30

Filed2026-07-29

XLC

SELECT SECTOR SPDR TR

2.41%

Shares3.7K

Event2026-06-30

Filed2026-07-29

JIVE

J P MORGAN EXCHANGE TRADED F

27.34%

Shares4.3K

Event2026-06-30

Filed2026-07-29

JULW

AIM ETF PRODUCTS TRUST

-0.78%

Shares9.6K

Event2026-06-30

Filed2026-07-29

EFV

ISHARES TR

-25.54%

Shares5.1K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

8.41%

Shares1.1K

Event2026-06-30

Filed2026-07-29

DGRO

ISHARES TR

0.72%

Shares5.0K

Event2026-06-30

Filed2026-07-29

NVBW

AIM ETF PRODUCTS TRUST

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-29

IWS

ISHARES TR

-10.14%

Shares2.1K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

-0.33%

Shares913

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

-2.01%

Shares2.3K

Event2026-06-30

Filed2026-07-29

FMAT

FIDELITY COVINGTON TRUST

New

Shares5.6K

Event2026-06-30

Filed2026-07-29

JPST

J P MORGAN EXCHANGE TRADED F

-7.49%

Shares6.4K

Event2026-06-30

Filed2026-07-29

FIGB

FIDELITY MERRIMACK STR TR

4.94%

Shares7.3K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-2.82%

Shares413

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

New

Shares303

Event2026-06-30

Filed2026-07-29

IUSG

ISHARES TR

-0.49%

Shares1.6K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-29

JQUA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

2.50%

Shares2.2K

Event2026-06-30

Filed2026-07-29

JIG

J P MORGAN EXCHANGE TRADED F

-1.73%

Shares3.4K

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC

61.99%

Shares2.4K

Event2026-06-30

Filed2026-07-29

IUSV

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

1.11%

Shares1.2K

Event2026-06-30

Filed2026-07-29

JVAL

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-29

BAI

BLACKROCK ETF TRUST

-16.20%

Shares5.3K

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC

1.99%

Shares665

Event2026-06-30

Filed2026-07-29

BBSC

J P MORGAN EXCHANGE TRADED F

-4.57%

Shares2.9K

Event2026-06-30

Filed2026-07-29

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares3.2K

Event2026-06-30

Filed2026-07-29

JPIE

J P MORGAN EXCHANGE TRADED F

0.64%

Shares5.7K

Event2026-06-30

Filed2026-07-29

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-29

ANET

ARISTA NETWORKS INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

JULT

AIM ETF PRODUCTS TRUST

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-29

COKE

COCA COLA CONS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

BINC

BLACKROCK ETF TRUST II

-3.63%

Shares4.7K

Event2026-06-30

Filed2026-07-29

FNDF

SCHWAB STRATEGIC TR

-1.30%

Shares4.6K

Event2026-06-30

Filed2026-07-29

LIN

LINDE PLC

12.95%

Shares471

Event2026-06-30

Filed2026-07-29

MBB

ISHARES TR

-12.10%

Shares2.6K

Event2026-06-30

Filed2026-07-29

PCAR

PACCAR INC

-8.15%

Shares2.0K

Event2026-06-30

Filed2026-07-29

VRT

VERTIV HOLDINGS CO

New

Shares722

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

3.74%

Shares638

Event2026-06-30

Filed2026-07-29

SPSM

SPDR SERIES TRUST

-6.73%

Shares4.0K

Event2026-06-30

Filed2026-07-29

SCHZ

SCHWAB STRATEGIC TR

-38.16%

Shares9.8K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

New

Shares893

Event2026-06-30

Filed2026-07-29

SFLR

INNOVATOR ETFS TRUST

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-29

COWZ

PACER FDS TR

-0.23%

Shares3.5K

Event2026-06-30

Filed2026-07-29

BOEING CO

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

BDVL

BLACKROCK ETF TRUST

-3.03%

Shares8.4K

Event2026-06-30

Filed2026-07-29

JANT

AIM ETF PRODUCTS TRUST

New

Shares4.9K

Event2026-06-30

Filed2026-07-29

SCHX

SCHWAB STRATEGIC TR

-16.32%

Shares7.4K

Event2026-06-30

Filed2026-07-29

CORO

BLACKROCK ETF TRUST

New

Shares5.9K

Event2026-06-30

Filed2026-07-29

TBIL

RBB FD INC

-0.28%

Shares4.3K

Event2026-06-30

Filed2026-07-29

THRO

BLACKROCK ETF TRUST

-22.94%

Shares4.9K

Event2026-06-30

Filed2026-07-29

IGRO

ISHARES TR

0.17%

Shares2.4K

Event2026-06-30

Filed2026-07-29

FFSM

FIDELITY COVINGTON TRUST

New

Shares5.4K

Event2026-06-30

Filed2026-07-29

VISA INC

New

Shares603

Event2026-06-30

Filed2026-07-29

FIRST TR EXCHANGE TRADED FD

New

Shares2.7K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-52.57%

Shares2.1K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

AMAZON COM INC Put PutAMAZON COM INC1.0K sharesnew addition2026-06-302026-07-29

AMAZON COM INC Put

AMAZON COM INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-29