Sponsored

The Analysis of Equity Wealth Partners, LLC's Holdings & P&L

Currently, Equity Wealth Partners, LLC holds 109 types of securities in its portfolio with a total value $278.2M. In the most recent quarter, they have increased their positions in VO (+327.9K shares, valued at $26.4M), VB (+29.1K shares, valued at $8.8M), AVUS (+64.9K shares, valued at $8.3M); decreased their positions in N/A (-706 shares, valued at $527.2K), SCHD (-6.3K shares, valued at $200.9K), NXST (-879 shares, valued at $157.0K); initiated new positions in CGGR (+168.8K shares, valued at $8.0M), CGIE (+181.3K shares, valued at $6.7M), CGIC (+172.4K shares, valued at $6.3M).

1M P&L

+7.8M+3.21%

3M P&L

+5.4M+2.20%

HY P&L

-81.1M-24.38%

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/A230.3M

93.1%

2Semiconductors4.0M

1.6%

3Internet Retail2.0M

0.8%

Top Industries by Stock Count

1N/A69 stocks

73.4%

2Semiconductors3 stocks

3.2%

3Internet Retail2 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VO VANGUARD INDEX FDS388.6K shares540.20%2026-06-302026-07-28

IWY ISHARES TR64.3K shares7.53%2026-06-302026-07-28

VB VANGUARD INDEX FDS61.4K shares90.26%2026-06-302026-07-28

FNDX SCHWAB STRATEGIC TR483.5K shares6.32%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T14.9K shares-4.52%2026-06-302026-07-28

BIV VANGUARD BD INDEX FDS141.7K shares19.73%2026-06-302026-07-28

AVDE AMERICAN CENTY ETF TR117.6K shares4.96%2026-06-302026-07-28

ISHARES TR ISHARES TR12.4K shares666.69%2026-06-302026-07-28

Sponsored

XLK SELECT SECTOR SPDR TR46.8K shares0.54%2026-06-302026-07-28

AVUS AMERICAN CENTY ETF TR68.8K shares1696.47%2026-06-302026-07-28

CGGR CAPITAL GROUP GROWTH ETF168.8K sharesnew addition2026-06-302026-07-28

CGCP CAPITAL GRP FIXED INCM ETF T346.0K shares2560.33%2026-06-302026-07-28

CGIE CAPITAL GROUP INTERNATIONAL181.3K sharesnew addition2026-06-302026-07-28

CGIC CAPITAL GROUP INTERNATIONAL172.4K sharesnew addition2026-06-302026-07-28

IDEV ISHARES TR68.7K shares228.83%2026-06-302026-07-28

VOO VANGUARD INDEX FDS8.2K shares135.53%2026-06-302026-07-28

Sponsored

IUSB ISHARES TR119.9K sharesnew addition2026-06-302026-07-28

CGNG CAPITAL GROUP NEW GEOGRAPHY114.2K sharesnew addition2026-06-302026-07-28

XMHQ INVESCO EXCHANGE TRADED FD T37.7K shares1.61%2026-06-302026-07-28

ISHARES TR ISHARES TR42.5K shares3.36%2026-06-302026-07-28

FRDM EA SERIES TRUST46.1K shares1.63%2026-06-302026-07-28

SCHD SCHWAB STRATEGIC TR102.7K shares-5.81%2026-06-302026-07-28

NVDA NVIDIA CORPORATION13.6K shares3.40%2026-06-302026-07-28

VIG VANGUARD SPECIALIZED FUNDS11.5K shares2.13%2026-06-302026-07-28

Sponsored

AVLV AMERICAN CENTY ETF TR29.6K shares0.68%2026-06-302026-07-28

JMUB J P MORGAN EXCHANGE TRADED F47.5K shares5.33%2026-06-302026-07-28

SCHG SCHWAB STRATEGIC TR69.2K shares0.80%2026-06-302026-07-28

VAW VANGUARD WORLD FD9.7K sharesnew addition2026-06-302026-07-28

BND VANGUARD BD INDEX FDS27.7K sharesnew addition2026-06-302026-07-28

VUG VANGUARD INDEX FDS23.1K shares508.58%2026-06-302026-07-28

VTV VANGUARD INDEX FDS8.8K shares30.51%2026-06-302026-07-28

AVUV AMERICAN CENTY ETF TR14.7K shares-2.56%2026-06-302026-07-28

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL3.4K shares5.95%2026-06-302026-07-28

IMCG ISHARES TR17.0K shares-0.08%2026-06-302026-07-28

AAPL APPLE INC5.6K shares51.73%2026-06-302026-07-28

VOE VANGUARD INDEX FDS8.3K shares-0.88%2026-06-302026-07-28

VWO VANGUARD INTL EQUITY INDEX F27.0K sharesnew addition2026-06-302026-07-28

IJR ISHARES TR10.2K shares6.97%2026-06-302026-07-28

AMERIPRISE FINL INC AMERIPRISE FINL INC3.2K shares0.00%2026-06-302026-07-28

JAAA JANUS DETROIT STR TR24.7K shares17.82%2026-06-302026-07-28

Sponsored

AMZN AMAZON COM INC5.0K shares8.54%2026-06-302026-07-28

QQQM INVESCO EXCH TRADED FD TR II3.8K shares-2.45%2026-06-302026-07-28

STRV EA SERIES TRUST22.1K shares-3.39%2026-06-302026-07-28

VYM VANGUARD WHITEHALL FDS6.6K shares43.33%2026-06-302026-07-28

CGDV CAPITAL GROUP DIVIDEND VALUE20.5K sharesnew addition2026-06-302026-07-28

AXON AXON ENTERPRISE INC1.6K shares4.06%2026-06-302026-07-28

CGMU CAPITAL GRP FIXED INCM ETF T32.7K sharesnew addition2026-06-302026-07-28

VV VANGUARD INDEX FDS2.6K shares19.71%2026-06-302026-07-28

Sponsored

AMD ADVANCED MICRO DEVICES INC1.5K shares-1.05%2026-06-302026-07-28

SLYG SPDR SERIES TRUST7.2K shares-8.28%2026-06-302026-07-28

TAXF AMERICAN CENTY ETF TR16.6K shares1.93%2026-06-302026-07-28

VCLT VANGUARD SCOTTSDALE FDS11.2K shares-4.82%2026-06-302026-07-28

MELI MERCADOLIBRE INC492 shares2.07%2026-06-302026-07-28

CGXU CAPITAL GROUP INTL FOCUS EQT23.9K sharesnew addition2026-06-302026-07-28

RECS COLUMBIA ETF TR I18.3K shares-9.86%2026-06-302026-07-28

IXUS ISHARES TR8.3K sharesnew addition2026-06-302026-07-28

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC6.8K shares0.92%2026-06-302026-07-28

SHOP SHOPIFY INC6.6K shares4.03%2026-06-302026-07-28

BUFR FIRST TR EXCHNG TRADED FD VI20.2K shares9.72%2026-06-302026-07-28

NXST NEXSTAR MEDIA GROUP INC3.7K shares-19.22%2026-06-302026-07-28

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC792 shares-0.25%2026-06-302026-07-28

ASML ASML HLDG NV279 shares0.72%2026-06-302026-07-28

BAM BROOKFIELD ASSET MANAGMT LTD11.8K shares-1.68%2026-06-302026-07-28

BROADCOM INC BROADCOM INC1.4K shares0.14%2026-06-302026-07-28

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP3.6K shares0.00%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION502 shares2.24%2026-06-302026-07-28

TXRH TEXAS ROADHOUSE INC2.4K shares0.81%2026-06-302026-07-28

EVRG EVERGY INC5.1K sharesnew addition2026-06-302026-07-28

PEP PEPSICO INC3.2K sharesnew addition2026-06-302026-07-28

COWZ PACER FDS TR7.0K shares-6.92%2026-06-302026-07-28

GOOG ALPHABET INC1.2K shares0.16%2026-06-302026-07-28

BKNG BOOKING HOLDINGS INC2.4K shares2412.50%2026-06-302026-07-28

Sponsored

VGT VANGUARD WORLD FD3.5K sharesnew addition2026-06-302026-07-28

VNQ VANGUARD INDEX FDS4.2K shares56.80%2026-06-302026-07-28

MCD MCDONALDS CORP1.5K shares81.54%2026-06-302026-07-28

HONEYWELL INTL INC HONEYWELL INTL INC1.8K sharesnew addition2026-06-302026-07-28

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.8K sharesnew addition2026-06-302026-07-28

OMFL INVESCO EXCH TRD SLF IDX FD5.7K shares2.00%2026-06-302026-07-28

MSFT MICROSOFT CORP1.0K shares38.69%2026-06-302026-07-28

SLYV SPDR SERIES TRUST3.5K shares0.06%2026-06-302026-07-28

Sponsored

MU MICRON TECHNOLOGY INC319 sharesnew addition2026-06-302026-07-28

IJT ISHARES TR2.0K shares-0.25%2026-06-302026-07-28

SHY ISHARES TR4.2K sharesnew addition2026-06-302026-07-28

QQQ INVESCO QQQ TR442 sharesnew addition2026-06-302026-07-28

IJH ISHARES TR4.1K shares4.09%2026-06-302026-07-28

JEPI J P MORGAN EXCHANGE TRADED F5.3K shares7.31%2026-06-302026-07-28

VSS VANGUARD INTL EQUITY INDEX F1.9K shares-3.29%2026-06-302026-07-28

TIP ISHARES TR2.6K sharesnew addition2026-06-302026-07-28

Sponsored

VXUS VANGUARD STAR FDS3.3K shares16.28%2026-06-302026-07-28

RSP INVESCO EXCHANGE TRADED FD T1.3K sharesnew addition2026-06-302026-07-28

TSLA TESLA INC650 sharesnew addition2026-06-302026-07-28

NETFLIX INC. NETFLIX INC.3.8K shares23.05%2026-06-302026-07-28

ESGV VANGUARD WORLD FD2.0K shares-0.25%2026-06-302026-07-28

SPLV INVESCO EXCH TRADED FD TR II3.5K shares0.00%2026-06-302026-07-28

PG PROCTER & GAMBLE CO1.8K sharesnew addition2026-06-302026-07-28

ISRG INTUITIVE SURGICAL INC630 shares0.00%2026-06-302026-07-28

Sponsored

FLBL FRANKLIN TEMPLETON ETF TR10.7K sharesnew addition2026-06-302026-07-28

LOW LOWES COS INC1.1K shares24.75%2026-06-302026-07-28

CGMS CAPITAL GRP FIXED INCM ETF T8.5K sharesnew addition2026-06-302026-07-28

CLOUDFLARE INC CLOUDFLARE INC919 sharesnew addition2026-06-302026-07-28

NULG NUSHARES ETF TR1.9K sharesnew addition2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS598 sharesnew addition2026-06-302026-07-28

LRCX LAM RESEARCH CORP503 sharesnew addition2026-06-302026-07-28

VIGI VANGUARD WHITEHALL FDS2.3K shares-7.27%2026-06-302026-07-28

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET4.8K sharesnew addition2026-06-302026-07-28

MASTERCARD INCORPORATED MASTERCARD INCORPORATED403 sharesnew addition2026-06-302026-07-28

MGV VANGUARD WORLD FD1.3K sharesnew addition2026-06-302026-07-28

WMT WALMART INC1.8K sharesnew addition2026-06-302026-07-28

AIQ GLOBAL X FDS3.1K sharesnew addition2026-06-302026-07-28

VANGUARD INDEX FDS

540.20%

Shares388.6K

Event2026-06-30

Filed2026-07-28

IWY

ISHARES TR

7.53%

Shares64.3K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

90.26%

Shares61.4K

Event2026-06-30

Filed2026-07-28

FNDX

SCHWAB STRATEGIC TR

6.32%

Shares483.5K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

-4.52%

Shares14.9K

Event2026-06-30

Filed2026-07-28

BIV

VANGUARD BD INDEX FDS

19.73%

Shares141.7K

Event2026-06-30

Filed2026-07-28

AVDE

AMERICAN CENTY ETF TR

4.96%

Shares117.6K

Event2026-06-30

Filed2026-07-28

ISHARES TR

666.69%

Shares12.4K

Event2026-06-30

Filed2026-07-28

XLK

SELECT SECTOR SPDR TR

0.54%

Shares46.8K

Event2026-06-30

Filed2026-07-28

AVUS

AMERICAN CENTY ETF TR

1696.47%

Shares68.8K

Event2026-06-30

Filed2026-07-28

CGGR

CAPITAL GROUP GROWTH ETF

New

Shares168.8K

Event2026-06-30

Filed2026-07-28

CGCP

CAPITAL GRP FIXED INCM ETF T

2560.33%

Shares346.0K

Event2026-06-30

Filed2026-07-28

CGIE

CAPITAL GROUP INTERNATIONAL

New

Shares181.3K

Event2026-06-30

Filed2026-07-28

CGIC

CAPITAL GROUP INTERNATIONAL

New

Shares172.4K

Event2026-06-30

Filed2026-07-28

IDEV

ISHARES TR

228.83%

Shares68.7K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

135.53%

Shares8.2K

Event2026-06-30

Filed2026-07-28

IUSB

ISHARES TR

New

Shares119.9K

Event2026-06-30

Filed2026-07-28

CGNG

CAPITAL GROUP NEW GEOGRAPHY

New

Shares114.2K

Event2026-06-30

Filed2026-07-28

XMHQ

INVESCO EXCHANGE TRADED FD T

1.61%

Shares37.7K

Event2026-06-30

Filed2026-07-28

ISHARES TR

3.36%

Shares42.5K

Event2026-06-30

Filed2026-07-28

FRDM

EA SERIES TRUST

1.63%

Shares46.1K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB STRATEGIC TR

-5.81%

Shares102.7K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

3.40%

Shares13.6K

Event2026-06-30

Filed2026-07-28

VIG

VANGUARD SPECIALIZED FUNDS

2.13%

Shares11.5K

Event2026-06-30

Filed2026-07-28

AVLV

AMERICAN CENTY ETF TR

0.68%

Shares29.6K

Event2026-06-30

Filed2026-07-28

JMUB

J P MORGAN EXCHANGE TRADED F

5.33%

Shares47.5K

Event2026-06-30

Filed2026-07-28

SCHG

SCHWAB STRATEGIC TR

0.80%

Shares69.2K

Event2026-06-30

Filed2026-07-28

VAW

VANGUARD WORLD FD

New

Shares9.7K

Event2026-06-30

Filed2026-07-28

BND

VANGUARD BD INDEX FDS

New

Shares27.7K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

508.58%

Shares23.1K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

30.51%

Shares8.8K

Event2026-06-30

Filed2026-07-28

AVUV

AMERICAN CENTY ETF TR

-2.56%

Shares14.7K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

5.95%

Shares3.4K

Event2026-06-30

Filed2026-07-28

IMCG

ISHARES TR

-0.08%

Shares17.0K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

51.73%

Shares5.6K

Event2026-06-30

Filed2026-07-28

VOE

VANGUARD INDEX FDS

-0.88%

Shares8.3K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares27.0K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES TR

6.97%

Shares10.2K

Event2026-06-30

Filed2026-07-28

AMERIPRISE FINL INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-28

JAAA

JANUS DETROIT STR TR

17.82%

Shares24.7K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

8.54%

Shares5.0K

Event2026-06-30

Filed2026-07-28

QQQM

INVESCO EXCH TRADED FD TR II

-2.45%

Shares3.8K

Event2026-06-30

Filed2026-07-28

STRV

EA SERIES TRUST

-3.39%

Shares22.1K

Event2026-06-30

Filed2026-07-28

VYM

VANGUARD WHITEHALL FDS

43.33%

Shares6.6K

Event2026-06-30

Filed2026-07-28

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares20.5K

Event2026-06-30

Filed2026-07-28

AXON

AXON ENTERPRISE INC

4.06%

Shares1.6K

Event2026-06-30

Filed2026-07-28

CGMU

CAPITAL GRP FIXED INCM ETF T

New

Shares32.7K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

19.71%

Shares2.6K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

-1.05%

Shares1.5K

Event2026-06-30

Filed2026-07-28

SLYG

SPDR SERIES TRUST

-8.28%

Shares7.2K

Event2026-06-30

Filed2026-07-28

TAXF

AMERICAN CENTY ETF TR

1.93%

Shares16.6K

Event2026-06-30

Filed2026-07-28

VCLT

VANGUARD SCOTTSDALE FDS

-4.82%

Shares11.2K

Event2026-06-30

Filed2026-07-28

MELI

MERCADOLIBRE INC

2.07%

Shares492

Event2026-06-30

Filed2026-07-28

CGXU

CAPITAL GROUP INTL FOCUS EQT

New

Shares23.9K

Event2026-06-30

Filed2026-07-28

RECS

COLUMBIA ETF TR I

-9.86%

Shares18.3K

Event2026-06-30

Filed2026-07-28

IXUS

ISHARES TR

New

Shares8.3K

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC

0.92%

Shares6.8K

Event2026-06-30

Filed2026-07-28

SHOP

SHOPIFY INC

4.03%

Shares6.6K

Event2026-06-30

Filed2026-07-28

BUFR

FIRST TR EXCHNG TRADED FD VI

9.72%

Shares20.2K

Event2026-06-30

Filed2026-07-28

NXST

NEXSTAR MEDIA GROUP INC

-19.22%

Shares3.7K

Event2026-06-30

Filed2026-07-28

CROWDSTRIKE HLDGS INC

-0.25%

Shares792

Event2026-06-30

Filed2026-07-28

ASML

ASML HLDG NV

0.72%

Shares279

Event2026-06-30

Filed2026-07-28

BAM

BROOKFIELD ASSET MANAGMT LTD

-1.68%

Shares11.8K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

0.14%

Shares1.4K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

2.24%

Shares502

Event2026-06-30

Filed2026-07-28

TXRH

TEXAS ROADHOUSE INC

0.81%

Shares2.4K

Event2026-06-30

Filed2026-07-28

EVRG

EVERGY INC

New

Shares5.1K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

New

Shares3.2K

Event2026-06-30

Filed2026-07-28

COWZ

PACER FDS TR

-6.92%

Shares7.0K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

0.16%

Shares1.2K

Event2026-06-30

Filed2026-07-28

BKNG

BOOKING HOLDINGS INC

2412.50%

Shares2.4K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD WORLD FD

New

Shares3.5K

Event2026-06-30

Filed2026-07-28

VNQ

VANGUARD INDEX FDS

56.80%

Shares4.2K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

81.54%

Shares1.5K

Event2026-06-30

Filed2026-07-28

HONEYWELL INTL INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-28

HONEYWELL AEROSPACE INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-28

OMFL

INVESCO EXCH TRD SLF IDX FD

2.00%

Shares5.7K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

38.69%

Shares1.0K

Event2026-06-30

Filed2026-07-28

SLYV

SPDR SERIES TRUST

0.06%

Shares3.5K

Event2026-06-30

Filed2026-07-28

MICRON TECHNOLOGY INC

New

Shares319

Event2026-06-30

Filed2026-07-28

IJT

ISHARES TR

-0.25%

Shares2.0K

Event2026-06-30

Filed2026-07-28

SHY

ISHARES TR

New

Shares4.2K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

New

Shares442

Event2026-06-30

Filed2026-07-28

IJH

ISHARES TR

4.09%

Shares4.1K

Event2026-06-30

Filed2026-07-28

JEPI

J P MORGAN EXCHANGE TRADED F

7.31%

Shares5.3K

Event2026-06-30

Filed2026-07-28

VSS

VANGUARD INTL EQUITY INDEX F

-3.29%

Shares1.9K

Event2026-06-30

Filed2026-07-28

TIP

ISHARES TR

New

Shares2.6K

Event2026-06-30

Filed2026-07-28

VXUS

VANGUARD STAR FDS

16.28%

Shares3.3K

Event2026-06-30

Filed2026-07-28

RSP

INVESCO EXCHANGE TRADED FD T

New

Shares1.3K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

New

Shares650

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

23.05%

Shares3.8K

Event2026-06-30

Filed2026-07-28

ESGV

VANGUARD WORLD FD

-0.25%

Shares2.0K

Event2026-06-30

Filed2026-07-28

SPLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

New

Shares1.8K

Event2026-06-30

Filed2026-07-28

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares630

Event2026-06-30

Filed2026-07-28

FLBL

FRANKLIN TEMPLETON ETF TR

New

Shares10.7K

Event2026-06-30

Filed2026-07-28

LOW

LOWES COS INC

24.75%

Shares1.1K

Event2026-06-30

Filed2026-07-28

CGMS

CAPITAL GRP FIXED INCM ETF T

New

Shares8.5K

Event2026-06-30

Filed2026-07-28

CLOUDFLARE INC

New

Shares919

Event2026-06-30

Filed2026-07-28

NULG

NUSHARES ETF TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

New

Shares598

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP

New

Shares503

Event2026-06-30

Filed2026-07-28

VIGI

VANGUARD WHITEHALL FDS

-7.27%

Shares2.3K

Event2026-06-30

Filed2026-07-28

CGUS

CAPITAL GROUP CORE EQUITY ET

New

Shares4.8K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

New

Shares403

Event2026-06-30

Filed2026-07-28

MGV

VANGUARD WORLD FD

New

Shares1.3K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-28

AIQ

GLOBAL X FDS

New

Shares3.1K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available