Sponsored

The Analysis of Evolution Wealth Advisors, LLC's Holdings & P&L

Currently, Evolution Wealth Advisors, LLC holds 181 types of securities in its portfolio with a total value $854.9M. In the most recent quarter, they have increased their positions in N/A (+11.2K shares, valued at $8.4M), VGT (+44.9K shares, valued at $5.4M), SOXX (+7.8K shares, valued at $5.0M); decreased their positions in AAPL (-907.5K shares, valued at $262.6M), EZU (-105.0K shares, valued at $7.3M), XLV (-29.6K shares, valued at $4.7M); initiated new positions in N/A (+2.6K shares, valued at $1.1M), FLIN (+25.0K shares, valued at $890.7K), TSM (+1.9K shares, valued at $884.5K).

1M P&L

+24.9M+4.45%

3M P&L

+2.6M+0.46%

HY P&L

+21.9M+3.90%

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/A515.3M

84.7%

2Internet Retail22.6M

3.7%

3Internet Content & Information13.6M

2.2%

Top Industries by Stock Count

1N/A115 stocks

74.2%

2Semiconductors6 stocks

3.9%

3Software - Infrastructure4 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T282.5K shares4.14%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR517.3K shares0.73%2026-06-302026-07-29

XLF SELECT SECTOR SPDR TR676.3K shares1.44%2026-06-302026-07-29

PAVE GLOBAL X FDS609.9K shares0.64%2026-06-302026-07-29

QQQ INVESCO QQQ TR46.3K shares2.43%2026-06-302026-07-29

GLD SPDR GOLD TR71.9K shares2.27%2026-06-302026-07-29

XLC SELECT SECTOR SPDR TR214.7K shares0.68%2026-06-302026-07-29

AMZN AMAZON COM INC94.9K shares-4.36%2026-06-302026-07-29

Sponsored

VOO VANGUARD INDEX FDS32.9K shares11.52%2026-06-302026-07-29

XLV SELECT SECTOR SPDR TR85.6K shares-25.66%2026-06-302026-07-29

EZU ISHARES INC193.3K shares-35.20%2026-06-302026-07-29

SHLD GLOBAL X FDS220.2K shares5.70%2026-06-302026-07-29

SOXX ISHARES TR19.1K shares69.25%2026-06-302026-07-29

VRP INVESCO EXCH TRADED FD TR II470.5K shares0.26%2026-06-302026-07-29

JFLX J P MORGAN EXCHANGE TRADED F223.8K shares-2.02%2026-06-302026-07-29

VB VANGUARD INDEX FDS35.9K shares-2.53%2026-06-302026-07-29

Sponsored

IEMG ISHARES INC115.8K shares31.73%2026-06-302026-07-29

AAPL APPLE INC33.0K shares-96.50%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL18.6K shares13.18%2026-06-302026-07-29

IWM ISHARES TR28.0K shares16.52%2026-06-302026-07-29

XLY SELECT SECTOR SPDR TR71.0K shares0.55%2026-06-302026-07-29

GOOG ALPHABET INC22.5K shares-1.10%2026-06-302026-07-29

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR166.5K shares0.53%2026-06-302026-07-29

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC56.6K shares0.96%2026-06-302026-07-29

Sponsored

IBIT ISHARES BITCOIN TRUST ETF185.6K shares12.09%2026-06-302026-07-29

NLR VANECK ETF TRUST53.0K shares3.85%2026-06-302026-07-29

VGT VANGUARD WORLD FD51.3K shares700.05%2026-06-302026-07-29

MSFT MICROSOFT CORP16.0K shares-25.15%2026-06-302026-07-29

GOOGL ALPHABET INC15.8K shares1.73%2026-06-302026-07-29

RSP INVESCO EXCHANGE TRADED FD T25.4K shares14.81%2026-06-302026-07-29

XLE SELECT SECTOR SPDR TR97.2K shares-0.93%2026-06-302026-07-29

IREN IREN LIMITED102.0K shares40.04%2026-06-302026-07-29

Sponsored

ITA ISHARES TR18.9K shares0.74%2026-06-302026-07-29

JPIE J P MORGAN EXCHANGE TRADED F96.6K shares-3.77%2026-06-302026-07-29

NVDA NVIDIA CORPORATION22.2K shares-8.49%2026-06-302026-07-29

TSLA TESLA INC9.6K shares-19.34%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC7.1K shares-0.50%2026-06-302026-07-29

XLP SELECT SECTOR SPDR TR46.2K shares-1.72%2026-06-302026-07-29

KBE SPDR SERIES TRUST53.0K shares0.00%2026-06-302026-07-29

INTC INTEL CORP24.8K shares-4.55%2026-06-302026-07-29

Sponsored

PBDC PUTNAM ETF TRUST123.7K shares-1.10%2026-06-302026-07-29

SMH VANECK ETF TRUST4.5K shares-4.13%2026-06-302026-07-29

COMT ISHARES U S ETF TR92.2K shares0.80%2026-06-302026-07-29

PPA INVESCO EXCHANGE TRADED FD T13.5K shares0.00%2026-06-302026-07-29

STRATEGY INC STRATEGY INC25.1K shares0.00%2026-06-302026-07-29

LQD ISHARES TR19.6K shares-7.01%2026-06-302026-07-29

PDBC INVESCO ACTVELY MNGD ETC FD134.9K shares-0.03%2026-06-302026-07-29

BSV VANGUARD BD INDEX FDS27.1K shares17.95%2026-06-302026-07-29

Sponsored

XBI SPDR SERIES TRUST13.2K shares0.17%2026-06-302026-07-29

COWZ PACER FDS TR32.8K shares-3.37%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC3.4K shares13.24%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO5.8K shares-8.78%2026-06-302026-07-29

VDE VANGUARD WORLD FD12.5K shares0.00%2026-06-302026-07-29

HELO J P MORGAN EXCHANGE TRADED F27.3K shares0.02%2026-06-302026-07-29

BROADCOM INC BROADCOM INC4.8K shares25.74%2026-06-302026-07-29

XAR SPDR SERIES TRUST6.2K shares15.54%2026-06-302026-07-29

Sponsored

VTV VANGUARD INDEX FDS8.0K shares3.68%2026-06-302026-07-29

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F27.7K shares-6.71%2026-06-302026-07-29

INDA ISHARES TR33.2K shares-73.79%2026-06-302026-07-29

VTEB VANGUARD MUN BD FDS31.7K shares4.82%2026-06-302026-07-29

BND VANGUARD BD INDEX FDS21.8K shares-11.09%2026-06-302026-07-29

VFH VANGUARD WORLD FD11.9K shares0.01%2026-06-302026-07-29

SSO PROSHARES TR23.1K shares-0.30%2026-06-302026-07-29

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS12.7K shares-0.47%2026-06-302026-07-29

Sponsored

EMB ISHARES TR15.8K shares-5.84%2026-06-302026-07-29

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC1.3K shares-25.76%2026-06-302026-07-29

EEM ISHARES TR20.7K shares0.00%2026-06-302026-07-29

COMB GRANITESHARES ETF TR56.3K shares0.00%2026-06-302026-07-29

IFRA ISHARES TR20.7K shares111.88%2026-06-302026-07-29

IVW ISHARES TR9.5K shares2.21%2026-06-302026-07-29

CALF PACER FDS TR24.8K shares0.00%2026-06-302026-07-29

Sponsored

IWF ISHARES TR10.1K shares1182.78%2026-06-302026-07-29

VUG VANGUARD INDEX FDS14.3K shares459.66%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC1.1K shares0.00%2026-06-302026-07-29

SCHD SCHWAB STRATEGIC TR36.4K shares-29.73%2026-06-302026-07-29

EWU ISHARES TR25.0K shares0.00%2026-06-302026-07-29

IOO ISHARES TR8.3K shares0.00%2026-06-302026-07-29

IJR ISHARES TR7.5K shares-2.50%2026-06-302026-07-29

HWM HOWMET AEROSPACE INC4.0K shares0.00%2026-06-302026-07-29

Sponsored

BAC BANK OF AMER CORP18.9K shares803.64%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.6K sharesnew addition2026-06-302026-07-29

ARK ETF TR ARK ETF TR13.2K shares-1.93%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS2.8K shares0.00%2026-06-302026-07-29

IBB ISHARES TR5.4K shares6.12%2026-06-302026-07-29

IEF ISHARES TR10.4K shares157.49%2026-06-302026-07-29

EFA ISHARES TR9.3K shares16.03%2026-06-302026-07-29

GRNY TIDAL TRUST I34.0K shares0.00%2026-06-302026-07-29

Sponsored

APPLIED MATLS INC APPLIED MATLS INC1.2K shares13.33%2026-06-302026-07-29

FLIN FRANKLIN TEMPLETON ETF TR25.0K sharesnew addition2026-06-302026-07-29

TSM TAIWAN SEMICONDUCTOR MANUFAC1.9K sharesnew addition2026-06-302026-07-29

ACWI ISHARES TR5.5K shares0.13%2026-06-302026-07-29

IAU ISHARES GOLD TR11.2K shares6.57%2026-06-302026-07-29

XT ISHARES TR9.5K shares0.00%2026-06-302026-07-29

ASML ASML HLDG NV377 shares-1.31%2026-06-302026-07-29

EUSA ISHARES INC6.4K shares0.00%2026-06-302026-07-29

Sponsored

VPL VANGUARD INTL EQUITY INDEX F5.9K shares0.00%2026-06-302026-07-29

WMT WALMART INC5.9K shares5.36%2026-06-302026-07-29

OEF ISHARES TR1.8K shares0.00%2026-06-302026-07-29

PDEC INNOVATOR ETFS TRUST14.3K shares0.00%2026-06-302026-07-29

VOX VANGUARD WORLD FD3.6K shares0.00%2026-06-302026-07-29

FLBL FRANKLIN TEMPLETON ETF TR28.3K shares-7.02%2026-06-302026-07-29

VGK VANGUARD INTL EQUITY INDEX F7.3K shares0.00%2026-06-302026-07-29

TIDAL TRUST II TIDAL TRUST II38.5K shares54.58%2026-06-302026-07-29

Sponsored

AAXJ ISHARES TR4.8K shares11.53%2026-06-302026-07-29

UBER UBER TECHNOLOGIES INC8.0K shares186.58%2026-06-302026-07-29

VCIT VANGUARD SCOTTSDALE FDS6.9K shares0.00%2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F9.3K shares0.67%2026-06-302026-07-29

VCR VANGUARD WORLD FD1.4K shares0.00%2026-06-302026-07-29

MMIT NEW YORK LIFE INVTS ACTIVE E22.3K shares-26.63%2026-06-302026-07-29

JEPI J P MORGAN EXCHANGE TRADED F9.5K shares9.39%2026-06-302026-07-29

EIS ISHARES INC4.3K shares0.00%2026-06-302026-07-29

Sponsored

SNDK SANDISK CORP228 sharesnew addition2026-06-302026-07-29

C CITIGROUP INC3.7K shares-1.04%2026-06-302026-07-29

GBTC GRAYSCALE BITCOIN TRUST ETF11.3K shares-43.40%2026-06-302026-07-29

GTO INVESCO ACTIVELY MANAGED EXC10.8K shares-19.20%2026-06-302026-07-29

LIT GLOBAL X FDS6.5K shares0.00%2026-06-302026-07-29

VWOB VANGUARD WHITEHALL FDS7.3K shares0.00%2026-06-302026-07-29

TXN TEXAS INSTRS INC1.3K shares-25.08%2026-06-302026-07-29

IGIB ISHARES TR7.5K shares-39.22%2026-06-302026-07-29

Sponsored

CRWV COREWEAVE INC4.0K shares48.51%2026-06-302026-07-29

XLI SELECT SECTOR SPDR TR2.1K shares-4.49%2026-06-302026-07-29

MAGS LISTED FDS TR5.9K shares0.00%2026-06-302026-07-29

ABBVIE INC ABBVIE INC1.5K shares0.61%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC2.0K shares-5.56%2026-06-302026-07-29

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD3.8K shares-20.78%2026-06-302026-07-29

PFF ISHARES TR12.0K shares-14.86%2026-06-302026-07-29

ISHARES TR ISHARES TR3.7K sharesnew addition2026-06-302026-07-29

Sponsored

IVES WEDBUSH SER TR9.5K shares1.76%2026-06-302026-07-29

SHOP SHOPIFY INC3.2K shares25.15%2026-06-302026-07-29

SPYV SPDR SERIES TRUST5.9K shares0.00%2026-06-302026-07-29

MDY STATE STR SPDR S&P MIDCAP 40500 shares0.00%2026-06-302026-07-29

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC454 sharesnew addition2026-06-302026-07-29

DELL DELL TECHNOLOGIES INC784 sharesnew addition2026-06-302026-07-29

VHT VANGUARD WORLD FD1.1K shares0.00%2026-06-302026-07-29

BIL SPDR SERIES TRUST3.6K shares-7.71%2026-06-302026-07-29

Sponsored

ORACLE CORP ORACLE CORP2.2K sharesnew addition2026-06-302026-07-29

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL334 sharesnew addition2026-06-302026-07-29

IVE ISHARES TR1.4K shares-3.15%2026-06-302026-07-29

SLV ISHARES SILVER TR5.9K shares12.43%2026-06-302026-07-29

XLB SELECT SECTOR SPDR TR6.1K shares0.00%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC909 sharesnew addition2026-06-302026-07-29

MUB ISHARES TR2.7K shares-47.64%2026-06-302026-07-29

APPLOVIN CORP APPLOVIN CORP563 shares6.03%2026-06-302026-07-29

Sponsored

GLW CORNING INC1.1K shares-23.47%2026-06-302026-07-29

VDC VANGUARD WORLD FD1.3K shares0.00%2026-06-302026-07-29

VISA INC VISA INC820 shares-5.86%2026-06-302026-07-29

VEU VANGUARD INTL EQUITY INDEX F3.4K shares0.00%2026-06-302026-07-29

PG PROCTER & GAMBLE CO1.9K shares-2.55%2026-06-302026-07-29

CRM SALESFORCE INC1.7K shares5.05%2026-06-302026-07-29

CIBR FIRST TR EXCHANGE-TRADED FD3.0K sharesnew addition2026-06-302026-07-29

PBW INVESCO EXCHANGE TRADED FD T6.7K shares-0.30%2026-06-302026-07-29

Sponsored

GEV GE VERNOVA INC220 shares-6.38%2026-06-302026-07-29

GSG ISHARES S&P GSCI COMMODITY-9.0K shares0.00%2026-06-302026-07-29

LLY ELI LILLY & CO211 shares-7.86%2026-06-302026-07-29

KRE SPDR SERIES TRUST3.3K shares0.00%2026-06-302026-07-29

VEA VANGUARD TAX-MANAGED FDS3.4K sharesnew addition2026-06-302026-07-29

MS MORGAN STANLEY1.2K sharesnew addition2026-06-302026-07-29

URA GLOBAL X FDS5.5K shares1.65%2026-06-302026-07-29

CVX CHEVRON CORPORATION1.4K shares-0.69%2026-06-302026-07-29

Sponsored

FLOT ISHARES TR4.6K shares0.00%2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED440 shares-4.35%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS954 shares-1.04%2026-06-302026-07-29

KO COCA COLA CO2.8K sharesnew addition2026-06-302026-07-29

FBTC FIDELITY WISE ORIGIN BITCOIN4.3K sharesnew addition2026-06-302026-07-29

ETHA ISHARES ETHEREUM TR18.6K shares4.18%2026-06-302026-07-29

BMEZ BLACKROCK HEALTH SCIENCES TE14.2K shares0.00%2026-06-302026-07-29

RBLX ROBLOX CORP4.0K sharesnew addition2026-06-302026-07-29

Sponsored

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.3K sharesnew addition2026-06-302026-07-29

PHM PULTE GROUP INC1.6K sharesnew addition2026-06-302026-07-29

FDN FIRST TR EXCHANGE-TRADED FD807 sharesnew addition2026-06-302026-07-29

LUMENTUM HLDGS INC LUMENTUM HLDGS INC247 sharesnew addition2026-06-302026-07-29

ALPS ETF TR ALPS ETF TR4.0K shares0.00%2026-06-302026-07-29

RSPT INVESCO EXCHANGE TRADED FD T3.3K sharesnew addition2026-06-302026-07-29

MLPA GLOBAL X FDS4.0K shares0.00%2026-06-302026-07-29

XBJL INNOVATOR ETFS TRUST5.2K shares-28.91%2026-06-302026-07-29

Sponsored

FTEC FIDELITY COVINGTON TRUST705 sharesnew addition2026-06-302026-07-29

PATH UIPATH INC10.0K shares-38.42%2026-06-302026-07-29

PACB PACIFIC BIOSCIENCES CALIF IN50.0K shares0.00%2026-06-302026-07-29

NRO NEUBERGER R/EST SECS INC FD12.2K shares0.00%2026-06-302026-07-29

LAB STANDARD BIOTOOLS INC12.2K shares0.00%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T

4.14%

Shares282.5K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

0.73%

Shares517.3K

Event2026-06-30

Filed2026-07-29

XLF

SELECT SECTOR SPDR TR

1.44%

Shares676.3K

Event2026-06-30

Filed2026-07-29

PAVE

GLOBAL X FDS

0.64%

Shares609.9K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

2.43%

Shares46.3K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

2.27%

Shares71.9K

Event2026-06-30

Filed2026-07-29

XLC

SELECT SECTOR SPDR TR

0.68%

Shares214.7K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

-4.36%

Shares94.9K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

11.52%

Shares32.9K

Event2026-06-30

Filed2026-07-29

XLV

SELECT SECTOR SPDR TR

-25.66%

Shares85.6K

Event2026-06-30

Filed2026-07-29

EZU

ISHARES INC

-35.20%

Shares193.3K

Event2026-06-30

Filed2026-07-29

SHLD

GLOBAL X FDS

5.70%

Shares220.2K

Event2026-06-30

Filed2026-07-29

SOXX

ISHARES TR

69.25%

Shares19.1K

Event2026-06-30

Filed2026-07-29

VRP

INVESCO EXCH TRADED FD TR II

0.26%

Shares470.5K

Event2026-06-30

Filed2026-07-29

JFLX

J P MORGAN EXCHANGE TRADED F

-2.02%

Shares223.8K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-2.53%

Shares35.9K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

31.73%

Shares115.8K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

-96.50%

Shares33.0K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

13.18%

Shares18.6K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

16.52%

Shares28.0K

Event2026-06-30

Filed2026-07-29

XLY

SELECT SECTOR SPDR TR

0.55%

Shares71.0K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

-1.10%

Shares22.5K

Event2026-06-30

Filed2026-07-29

SELECT SECTOR SPDR TR

0.53%

Shares166.5K

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC

0.96%

Shares56.6K

Event2026-06-30

Filed2026-07-29

IBIT

ISHARES BITCOIN TRUST ETF

12.09%

Shares185.6K

Event2026-06-30

Filed2026-07-29

NLR

VANECK ETF TRUST

3.85%

Shares53.0K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

700.05%

Shares51.3K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

-25.15%

Shares16.0K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

1.73%

Shares15.8K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

14.81%

Shares25.4K

Event2026-06-30

Filed2026-07-29

XLE

SELECT SECTOR SPDR TR

-0.93%

Shares97.2K

Event2026-06-30

Filed2026-07-29

IREN

IREN LIMITED

40.04%

Shares102.0K

Event2026-06-30

Filed2026-07-29

ITA

ISHARES TR

0.74%

Shares18.9K

Event2026-06-30

Filed2026-07-29

JPIE

J P MORGAN EXCHANGE TRADED F

-3.77%

Shares96.6K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

-8.49%

Shares22.2K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

-19.34%

Shares9.6K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

-0.50%

Shares7.1K

Event2026-06-30

Filed2026-07-29

XLP

SELECT SECTOR SPDR TR

-1.72%

Shares46.2K

Event2026-06-30

Filed2026-07-29

KBE

SPDR SERIES TRUST

0.00%

Shares53.0K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

-4.55%

Shares24.8K

Event2026-06-30

Filed2026-07-29

PBDC

PUTNAM ETF TRUST

-1.10%

Shares123.7K

Event2026-06-30

Filed2026-07-29

SMH

VANECK ETF TRUST

-4.13%

Shares4.5K

Event2026-06-30

Filed2026-07-29

COMT

ISHARES U S ETF TR

0.80%

Shares92.2K

Event2026-06-30

Filed2026-07-29

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares13.5K

Event2026-06-30

Filed2026-07-29

STRATEGY INC

0.00%

Shares25.1K

Event2026-06-30

Filed2026-07-29

LQD

ISHARES TR

-7.01%

Shares19.6K

Event2026-06-30

Filed2026-07-29

PDBC

INVESCO ACTVELY MNGD ETC FD

-0.03%

Shares134.9K

Event2026-06-30

Filed2026-07-29

BSV

VANGUARD BD INDEX FDS

17.95%

Shares27.1K

Event2026-06-30

Filed2026-07-29

XBI

SPDR SERIES TRUST

0.17%

Shares13.2K

Event2026-06-30

Filed2026-07-29

COWZ

PACER FDS TR

-3.37%

Shares32.8K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

13.24%

Shares3.4K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

-8.78%

Shares5.8K

Event2026-06-30

Filed2026-07-29

VDE

VANGUARD WORLD FD

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-29

HELO

J P MORGAN EXCHANGE TRADED F

0.02%

Shares27.3K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

25.74%

Shares4.8K

Event2026-06-30

Filed2026-07-29

XAR

SPDR SERIES TRUST

15.54%

Shares6.2K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

3.68%

Shares8.0K

Event2026-06-30

Filed2026-07-29

J P MORGAN EXCHANGE TRADED F

-6.71%

Shares27.7K

Event2026-06-30

Filed2026-07-29

INDA

ISHARES TR

-73.79%

Shares33.2K

Event2026-06-30

Filed2026-07-29

VTEB

VANGUARD MUN BD FDS

4.82%

Shares31.7K

Event2026-06-30

Filed2026-07-29

BND

VANGUARD BD INDEX FDS

-11.09%

Shares21.8K

Event2026-06-30

Filed2026-07-29

VFH

VANGUARD WORLD FD

0.01%

Shares11.9K

Event2026-06-30

Filed2026-07-29

SSO

PROSHARES TR

-0.30%

Shares23.1K

Event2026-06-30

Filed2026-07-29

VANGUARD SCOTTSDALE FDS

-0.47%

Shares12.7K

Event2026-06-30

Filed2026-07-29

EMB

ISHARES TR

-5.84%

Shares15.8K

Event2026-06-30

Filed2026-07-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

-25.76%

Shares1.3K

Event2026-06-30

Filed2026-07-29

EEM

ISHARES TR

0.00%

Shares20.7K

Event2026-06-30

Filed2026-07-29

COMB

GRANITESHARES ETF TR

0.00%

Shares56.3K

Event2026-06-30

Filed2026-07-29

IFRA

ISHARES TR

111.88%

Shares20.7K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES TR

2.21%

Shares9.5K

Event2026-06-30

Filed2026-07-29

CALF

PACER FDS TR

0.00%

Shares24.8K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

1182.78%

Shares10.1K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

459.66%

Shares14.3K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

-29.73%

Shares36.4K

Event2026-06-30

Filed2026-07-29

EWU

ISHARES TR

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-29

IOO

ISHARES TR

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

-2.50%

Shares7.5K

Event2026-06-30

Filed2026-07-29

HWM

HOWMET AEROSPACE INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

803.64%

Shares18.9K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-29

ARK ETF TR

-1.93%

Shares13.2K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-29

IBB

ISHARES TR

6.12%

Shares5.4K

Event2026-06-30

Filed2026-07-29

IEF

ISHARES TR

157.49%

Shares10.4K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

16.03%

Shares9.3K

Event2026-06-30

Filed2026-07-29

GRNY

TIDAL TRUST I

0.00%

Shares34.0K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

13.33%

Shares1.2K

Event2026-06-30

Filed2026-07-29

FLIN

FRANKLIN TEMPLETON ETF TR

New

Shares25.0K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares1.9K

Event2026-06-30

Filed2026-07-29

ACWI

ISHARES TR

0.13%

Shares5.5K

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TR

6.57%

Shares11.2K

Event2026-06-30

Filed2026-07-29

ISHARES TR

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV

-1.31%

Shares377

Event2026-06-30

Filed2026-07-29

EUSA

ISHARES INC

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-29

VPL

VANGUARD INTL EQUITY INDEX F

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

5.36%

Shares5.9K

Event2026-06-30

Filed2026-07-29

OEF

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

PDEC

INNOVATOR ETFS TRUST

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-29

VOX

VANGUARD WORLD FD

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-29

FLBL

FRANKLIN TEMPLETON ETF TR

-7.02%

Shares28.3K

Event2026-06-30

Filed2026-07-29

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-29

TIDAL TRUST II

54.58%

Shares38.5K

Event2026-06-30

Filed2026-07-29

AAXJ

ISHARES TR

11.53%

Shares4.8K

Event2026-06-30

Filed2026-07-29

UBER

UBER TECHNOLOGIES INC

186.58%

Shares8.0K

Event2026-06-30

Filed2026-07-29

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

0.67%

Shares9.3K

Event2026-06-30

Filed2026-07-29

VCR

VANGUARD WORLD FD

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

MMIT

NEW YORK LIFE INVTS ACTIVE E

-26.63%

Shares22.3K

Event2026-06-30

Filed2026-07-29

JEPI

J P MORGAN EXCHANGE TRADED F

9.39%

Shares9.5K

Event2026-06-30

Filed2026-07-29

EIS

ISHARES INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-29

SNDK

SANDISK CORP

New

Shares228

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

-1.04%

Shares3.7K

Event2026-06-30

Filed2026-07-29

GBTC

GRAYSCALE BITCOIN TRUST ETF

-43.40%

Shares11.3K

Event2026-06-30

Filed2026-07-29

GTO

INVESCO ACTIVELY MANAGED EXC

-19.20%

Shares10.8K

Event2026-06-30

Filed2026-07-29

LIT

GLOBAL X FDS

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-29

VWOB

VANGUARD WHITEHALL FDS

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

-25.08%

Shares1.3K

Event2026-06-30

Filed2026-07-29

IGIB

ISHARES TR

-39.22%

Shares7.5K

Event2026-06-30

Filed2026-07-29

CRWV

COREWEAVE INC

48.51%

Shares4.0K

Event2026-06-30

Filed2026-07-29

XLI

SELECT SECTOR SPDR TR

-4.49%

Shares2.1K

Event2026-06-30

Filed2026-07-29

MAGS

LISTED FDS TR

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

0.61%

Shares1.5K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

-5.56%

Shares2.0K

Event2026-06-30

Filed2026-07-29

ALIBABA GROUP HLDG LTD

-20.78%

Shares3.8K

Event2026-06-30

Filed2026-07-29

PFF

ISHARES TR

-14.86%

Shares12.0K

Event2026-06-30

Filed2026-07-29

ISHARES TR

New

Shares3.7K

Event2026-06-30

Filed2026-07-29

IVES

WEDBUSH SER TR

1.76%

Shares9.5K

Event2026-06-30

Filed2026-07-29

SHOP

SHOPIFY INC

25.15%

Shares3.2K

Event2026-06-30

Filed2026-07-29

SPYV

SPDR SERIES TRUST

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-29

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares500

Event2026-06-30

Filed2026-07-29

CROWDSTRIKE HLDGS INC

New

Shares454

Event2026-06-30

Filed2026-07-29

DELL

DELL TECHNOLOGIES INC

New

Shares784

Event2026-06-30

Filed2026-07-29

VHT

VANGUARD WORLD FD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

BIL

SPDR SERIES TRUST

-7.71%

Shares3.6K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-29

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares334

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR

-3.15%

Shares1.4K

Event2026-06-30

Filed2026-07-29

SLV

ISHARES SILVER TR

12.43%

Shares5.9K

Event2026-06-30

Filed2026-07-29

XLB

SELECT SECTOR SPDR TR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

New

Shares909

Event2026-06-30

Filed2026-07-29

MUB

ISHARES TR

-47.64%

Shares2.7K

Event2026-06-30

Filed2026-07-29

APPLOVIN CORP

6.03%

Shares563

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

-23.47%

Shares1.1K

Event2026-06-30

Filed2026-07-29

VDC

VANGUARD WORLD FD

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

VISA INC

-5.86%

Shares820

Event2026-06-30

Filed2026-07-29

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

-2.55%

Shares1.9K

Event2026-06-30

Filed2026-07-29

CRM

SALESFORCE INC

5.05%

Shares1.7K

Event2026-06-30

Filed2026-07-29

CIBR

FIRST TR EXCHANGE-TRADED FD

New

Shares3.0K

Event2026-06-30

Filed2026-07-29

PBW

INVESCO EXCHANGE TRADED FD T

-0.30%

Shares6.7K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

-6.38%

Shares220

Event2026-06-30

Filed2026-07-29

GSG

ISHARES S&P GSCI COMMODITY-

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

-7.86%

Shares211

Event2026-06-30

Filed2026-07-29

KRE

SPDR SERIES TRUST

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

New

Shares3.4K

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

URA

GLOBAL X FDS

1.65%

Shares5.5K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

-0.69%

Shares1.4K

Event2026-06-30

Filed2026-07-29

FLOT

ISHARES TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

-4.35%

Shares440

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

-1.04%

Shares954

Event2026-06-30

Filed2026-07-29

COCA COLA CO

New

Shares2.8K

Event2026-06-30

Filed2026-07-29

FBTC

FIDELITY WISE ORIGIN BITCOIN

New

Shares4.3K

Event2026-06-30

Filed2026-07-29

ETHA

ISHARES ETHEREUM TR

4.18%

Shares18.6K

Event2026-06-30

Filed2026-07-29

BMEZ

BLACKROCK HEALTH SCIENCES TE

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-29

RBLX

ROBLOX CORP

New

Shares4.0K

Event2026-06-30

Filed2026-07-29

SPACE EXPLORATION TECHN CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

PHM

PULTE GROUP INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-29

FDN

FIRST TR EXCHANGE-TRADED FD

New

Shares807

Event2026-06-30

Filed2026-07-29

LUMENTUM HLDGS INC

New

Shares247

Event2026-06-30

Filed2026-07-29

ALPS ETF TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-29

RSPT

INVESCO EXCHANGE TRADED FD T

New

Shares3.3K

Event2026-06-30

Filed2026-07-29

MLPA

GLOBAL X FDS

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-29

XBJL

INNOVATOR ETFS TRUST

-28.91%

Shares5.2K

Event2026-06-30

Filed2026-07-29

FTEC

FIDELITY COVINGTON TRUST

New

Shares705

Event2026-06-30

Filed2026-07-29

PATH

UIPATH INC

-38.42%

Shares10.0K

Event2026-06-30

Filed2026-07-29

PACB

PACIFIC BIOSCIENCES CALIF IN

0.00%

Shares50.0K

Event2026-06-30

Filed2026-07-29

NRO

NEUBERGER R/EST SECS INC FD

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-29

LAB

STANDARD BIOTOOLS INC

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available