Sponsored

The Analysis of Global Wealth Strategies & Associates's Holdings & P&L

Currently, Global Wealth Strategies & Associates holds 97 types of securities in its portfolio with a total value $527.6M. In the most recent quarter, they have increased their positions in QQQ (+24.7K shares, valued at $18.2M), IJR (+104.4K shares, valued at $15.5M), XLK (+69.4K shares, valued at $13.2M); decreased their positions in QUAL (-3.0K shares, valued at $651.9K), TLT (-7.5K shares, valued at $647.8K), MTUM (-1.6K shares, valued at $557.1K); initiated new positions in RSPT (+20.5K shares, valued at $1.3M), JBS (+33.0K shares, valued at $391.1K), BBD (+10.9K shares, valued at $37.9K).

1M P&L

+556.1K+0.13%

3M P&L

+15.9M+3.72%

HY P&L

+30.5M+7.41%

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/A440.2M

94.7%

2Internet Retail7.9M

1.7%

3Consumer Electronics3.2M

0.7%

Top Industries by Stock Count

1N/A55 stocks

67.9%

2Semiconductors4 stocks

4.9%

3Drug Manufacturers - General2 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD S&P 500 ETF210.7K shares2.95%2026-06-302026-07-01

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF503.8K shares3.50%2026-06-302026-07-01

QQQM INVESCO NASDAQ 100 ETF117.7K shares4.29%2026-06-302026-07-01

BND VANGUARD TOTAL BOND MARKET ETF446.9K shares2.91%2026-06-302026-07-01

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF377.3K shares6.11%2026-06-302026-07-01

VIG VANGUARD DIVIDEND APPRECIATION ETF106.6K shares10.85%2026-06-302026-07-01

QQQ INVESCO QQQ TRUST SERIES I29.7K shares491.17%2026-06-302026-07-01

IJR ISHARES CORE S&P SMALL CAP ETF105.3K shares11312.78%2026-06-302026-07-01

Sponsored

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF76.3K shares1008.35%2026-06-302026-07-01

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF267.4K shares8.01%2026-06-302026-07-01

MUB ISHARES NATIONAL MUNI BOND ETF119.2K shares2.24%2026-06-302026-07-01

SCHA SCHWAB U.S. SMALL-CAP ETF320.5K shares12.10%2026-06-302026-07-01

IAU ISHARES GOLD TRUST126.3K shares5.32%2026-06-302026-07-01

FSEC FIDELITY INVESTMENT GRADE SECURITIZED ETF213.1K shares12.89%2026-06-302026-07-01

SOXX ISHARES SEMICONDUCTOR ETF13.9K shares3.89%2026-06-302026-07-01

AMZN AMAZON COM INC COM33.4K shares467.97%2026-06-302026-07-01

Sponsored

VPL VANGUARD FTSE PACIFIC ETF67.9K shares13.32%2026-06-302026-07-01

VWO VANGUARD FTSE EMERGING MARKETS ETF121.5K shares11.61%2026-06-302026-07-01

MCI BARINGS CORPORATE INVS COM299.7K shares4.51%2026-06-302026-07-01

STCE SCHWAB CRYPTO THEMATIC ETF61.1K shares3.60%2026-06-302026-07-01

VISA INC COM CL A VISA INC COM CL A11.7K shares3632.27%2026-06-302026-07-01

QUAL ISHARES MSCI USA QUALITY FACTOR ETF17.6K shares-14.41%2026-06-302026-07-01

MUST COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF176.4K shares7.24%2026-06-302026-07-01

AAPL APPLE INC COM11.1K shares-3.21%2026-06-302026-07-01

Sponsored

OEF ISHARES S&P 100 ETF8.1K shares0.57%2026-06-302026-07-01

SHW SHERWIN WILLIAMS CO COM7.7K shares0.05%2026-06-302026-07-01

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM8.0K shares393.36%2026-06-302026-07-01

NLR VANECK URANIUM AND NUCLEAR ETF19.6K shares21.61%2026-06-302026-07-01

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF6.3K shares-20.56%2026-06-302026-07-01

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF4.6K shares282.54%2026-06-302026-07-01

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF2.2K shares-2.54%2026-06-302026-07-01

FCG FIRST TRUST NATURAL GAS ETF59.2K shares276.98%2026-06-302026-07-01

Sponsored

NVDA NVIDIA CORPORATION COM7.5K shares3.60%2026-06-302026-07-01

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST2.1K shares14650.00%2026-06-302026-07-01

MSFT MICROSOFT CORP COM3.7K shares1.09%2026-06-302026-07-01

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF20.5K sharesnew addition2026-06-302026-07-01

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF20.7K shares-1.35%2026-06-302026-07-01

FTLS FIRST TRUST LONG/SHORT EQUITY ETF13.9K shares8.48%2026-06-302026-07-01

TSLA TESLA INC COM2.1K shares1.57%2026-06-302026-07-01

CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF34.4K shares7.82%2026-06-302026-07-01

Sponsored

GOOGL ALPHABET INC CAP STK CL A2.4K shares4.49%2026-06-302026-07-01

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF23.9K shares-8.34%2026-06-302026-07-01

IWP ISHARES RUSSELL MID-CAP GROWTH ETF5.2K shares-2.03%2026-06-302026-07-01

XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF1.9K shares0.00%2026-06-302026-07-01

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF11.3K shares7.64%2026-06-302026-07-01

TLT ISHARES 20 YEAR TREASURY BOND ETF7.9K shares-48.63%2026-06-302026-07-01

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF815 shares-4.23%2026-06-302026-07-01

QCOM QUALCOMM INC COM3.1K shares0.42%2026-06-302026-07-01

Sponsored

IWB ISHARES RUSSELL 1000 ETF1.4K shares4.37%2026-06-302026-07-01

VEA VANGUARD FTSE DEVELOPED MARKETS ETF7.9K shares-4.93%2026-06-302026-07-01

IJH ISHARES CORE S&P MID-CAP ETF7.1K shares-3.64%2026-06-302026-07-01

VTV VANGUARD VALUE ETF2.4K shares-1.14%2026-06-302026-07-01

IBM INTERNATIONAL BUSINESS MACHS COM1.8K shares0.82%2026-06-302026-07-01

JNJ JOHNSON & JOHNSON COM2.0K shares3.56%2026-06-302026-07-01

JAVA JPMORGAN ACTIVE VALUE ETF6.0K shares-0.03%2026-06-302026-07-01

VB VANGUARD SMALL-CAP ETF1.5K shares-7.34%2026-06-302026-07-01

Sponsored

BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF21.9K shares-0.54%2026-06-302026-07-01

SCHX SCHWAB U.S. LARGE-CAP ETF15.2K shares0.07%2026-06-302026-07-01

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS914 shares15133.33%2026-06-302026-07-01

GOOG ALPHABET INC CAP STK CL C1.2K shares4.76%2026-06-302026-07-01

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM463 shares5.23%2026-06-302026-07-01

BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF22.5K shares-3.77%2026-06-302026-07-01

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF12.0K shares-11.86%2026-06-302026-07-01

BROADCOM INC COM BROADCOM INC COM1.1K shares84.50%2026-06-302026-07-01

Sponsored

CAT CATERPILLAR INC COM374 shares5.95%2026-06-302026-07-01

LLY ELI LILLY & CO COM331 shares-12.89%2026-06-302026-07-01

JBS JBS N.V. CL A SHS33.0K sharesnew addition2026-06-302026-07-01

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW758 shares-2.07%2026-06-302026-07-01

META PLATFORMS INC CL A META PLATFORMS INC CL A670 shares-5.10%2026-06-302026-07-01

ABBVIE INC COM ABBVIE INC COM1.3K shares-3.06%2026-06-302026-07-01

AMD ADVANCED MICRO DEVICES INC COM572 shares6.92%2026-06-302026-07-01

SCHF SCHWAB INTERNATIONAL EQUITY ETF11.8K shares-4.34%2026-06-302026-07-01

Sponsored

LMT LOCKHEED MARTIN CORP COM621 shares-1.90%2026-06-302026-07-01

FTNT FORTINET INC COM2.0K shares8.67%2026-06-302026-07-01

APPLIED MATLS INC COM APPLIED MATLS INC COM407 shares1.75%2026-06-302026-07-01

IWO ISHARES RUSSELL 2000 GROWTH ETF744 shares0.00%2026-06-302026-07-01

TLTW ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF13.0K shares7.51%2026-06-302026-07-01

EFG ISHARES MSCI EAFE GROWTH ETF2.3K shares-6.78%2026-06-302026-07-01

VUG VANGUARD GROWTH ETF3.3K shares534.10%2026-06-302026-07-01

RTX CORPORATION COM RTX CORPORATION COM1.4K shares1.42%2026-06-302026-07-01

Sponsored

HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF5.5K shares-0.05%2026-06-302026-07-01

BSCY INVESCO BULLETSHARES 2034 CORPORATE BOND ETF13.1K shares-8.39%2026-06-302026-07-01

IWF ISHARES RUSSELL 1000 GROWTH ETF2.1K shares307.62%2026-06-302026-07-01

ASML ASML HLDG NV N Y REGISTRY SHS133 shares2560.00%2026-06-302026-07-01

IBRX IMMUNITYBIO INC COM29.0K shares0.00%2026-06-302026-07-01

ETR ENTERGY CORP NEW COM2.2K shares27325.00%2026-06-302026-07-01

HYD VANECK HIGH YIELD MUNI ETF4.8K shares-0.47%2026-06-302026-07-01

EXXON MOBIL CORP COM EXXON MOBIL CORP COM1.7K shares2.86%2026-06-302026-07-01

Sponsored

KO COCA COLA CO COM2.8K shares0.89%2026-06-302026-07-01

SPYI NEOS S&P 500 HIGH INCOME ETF4.3K shares-0.89%2026-06-302026-07-01

CISCO SYS INC COM CISCO SYS INC COM1.9K shares2.60%2026-06-302026-07-01

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF1.3K shares34.92%2026-06-302026-07-01

3M CO COM 3M CO COM1.3K shares-2.71%2026-06-302026-07-01

TT TRANE TECHNOLOGIES PLC SHS411 shares1.99%2026-06-302026-07-01

BIZD VANECK BDC INCOME ETF13.5K shares0.00%2026-06-302026-07-01

BBD BANCO BRADESCO S A SP ADR PFD NEW10.9K sharesnew addition2026-06-302026-07-01

Sponsored

ABEV AMBEV SA SPONSORED ADR11.9K sharesnew addition2026-06-302026-07-01

VOO

VANGUARD S&P 500 ETF

2.95%

Shares210.7K

Event2026-06-30

Filed2026-07-01

ISHARES CORE MSCI EAFE ETF

3.50%

Shares503.8K

Event2026-06-30

Filed2026-07-01

QQQM

INVESCO NASDAQ 100 ETF

4.29%

Shares117.7K

Event2026-06-30

Filed2026-07-01

BND

VANGUARD TOTAL BOND MARKET ETF

2.91%

Shares446.9K

Event2026-06-30

Filed2026-07-01

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

6.11%

Shares377.3K

Event2026-06-30

Filed2026-07-01

VIG

VANGUARD DIVIDEND APPRECIATION ETF

10.85%

Shares106.6K

Event2026-06-30

Filed2026-07-01

QQQ

INVESCO QQQ TRUST SERIES I

491.17%

Shares29.7K

Event2026-06-30

Filed2026-07-01

IJR

ISHARES CORE S&P SMALL CAP ETF

11312.78%

Shares105.3K

Event2026-06-30

Filed2026-07-01

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

1008.35%

Shares76.3K

Event2026-06-30

Filed2026-07-01

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

8.01%

Shares267.4K

Event2026-06-30

Filed2026-07-01

MUB

ISHARES NATIONAL MUNI BOND ETF

2.24%

Shares119.2K

Event2026-06-30

Filed2026-07-01

SCHA

SCHWAB U.S. SMALL-CAP ETF

12.10%

Shares320.5K

Event2026-06-30

Filed2026-07-01

IAU

ISHARES GOLD TRUST

5.32%

Shares126.3K

Event2026-06-30

Filed2026-07-01

FSEC

FIDELITY INVESTMENT GRADE SECURITIZED ETF

12.89%

Shares213.1K

Event2026-06-30

Filed2026-07-01

SOXX

ISHARES SEMICONDUCTOR ETF

3.89%

Shares13.9K

Event2026-06-30

Filed2026-07-01

AMZN

AMAZON COM INC COM

467.97%

Shares33.4K

Event2026-06-30

Filed2026-07-01

VPL

VANGUARD FTSE PACIFIC ETF

13.32%

Shares67.9K

Event2026-06-30

Filed2026-07-01

VWO

VANGUARD FTSE EMERGING MARKETS ETF

11.61%

Shares121.5K

Event2026-06-30

Filed2026-07-01

MCI

BARINGS CORPORATE INVS COM

4.51%

Shares299.7K

Event2026-06-30

Filed2026-07-01

STCE

SCHWAB CRYPTO THEMATIC ETF

3.60%

Shares61.1K

Event2026-06-30

Filed2026-07-01

VISA INC COM CL A

3632.27%

Shares11.7K

Event2026-06-30

Filed2026-07-01

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

-14.41%

Shares17.6K

Event2026-06-30

Filed2026-07-01

MUST

COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF

7.24%

Shares176.4K

Event2026-06-30

Filed2026-07-01

AAPL

APPLE INC COM

-3.21%

Shares11.1K

Event2026-06-30

Filed2026-07-01

OEF

ISHARES S&P 100 ETF

0.57%

Shares8.1K

Event2026-06-30

Filed2026-07-01

SHW

SHERWIN WILLIAMS CO COM

0.05%

Shares7.7K

Event2026-06-30

Filed2026-07-01

JPMORGAN CHASE & CO COM

393.36%

Shares8.0K

Event2026-06-30

Filed2026-07-01

NLR

VANECK URANIUM AND NUCLEAR ETF

21.61%

Shares19.6K

Event2026-06-30

Filed2026-07-01

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

-20.56%

Shares6.3K

Event2026-06-30

Filed2026-07-01

VANGUARD TOTAL STOCK MARKET ETF

282.54%

Shares4.6K

Event2026-06-30

Filed2026-07-01

STATE STREET SPDR S&P 500 ETF

-2.54%

Shares2.2K

Event2026-06-30

Filed2026-07-01

FCG

FIRST TRUST NATURAL GAS ETF

276.98%

Shares59.2K

Event2026-06-30

Filed2026-07-01

NVDA

NVIDIA CORPORATION COM

3.60%

Shares7.5K

Event2026-06-30

Filed2026-07-01

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

14650.00%

Shares2.1K

Event2026-06-30

Filed2026-07-01

MSFT

MICROSOFT CORP COM

1.09%

Shares3.7K

Event2026-06-30

Filed2026-07-01

RSPT

INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

New

Shares20.5K

Event2026-06-30

Filed2026-07-01

BAI

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

-1.35%

Shares20.7K

Event2026-06-30

Filed2026-07-01

FTLS

FIRST TRUST LONG/SHORT EQUITY ETF

8.48%

Shares13.9K

Event2026-06-30

Filed2026-07-01

TSLA

TESLA INC COM

1.57%

Shares2.1K

Event2026-06-30

Filed2026-07-01

CTA

SIMPLIFY MANAGED FUTURES STRATEGY ETF

7.82%

Shares34.4K

Event2026-06-30

Filed2026-07-01

GOOGL

ALPHABET INC CAP STK CL A

4.49%

Shares2.4K

Event2026-06-30

Filed2026-07-01

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

-8.34%

Shares23.9K

Event2026-06-30

Filed2026-07-01

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

-2.03%

Shares5.2K

Event2026-06-30

Filed2026-07-01

XNTK

STATE STREET SPDR NYSE TECHNOLOGY ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-01

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

7.64%

Shares11.3K

Event2026-06-30

Filed2026-07-01

TLT

ISHARES 20 YEAR TREASURY BOND ETF

-48.63%

Shares7.9K

Event2026-06-30

Filed2026-07-01

ISHARES CORE S&P 500 ETF

-4.23%

Shares815

Event2026-06-30

Filed2026-07-01

QCOM

QUALCOMM INC COM

0.42%

Shares3.1K

Event2026-06-30

Filed2026-07-01

IWB

ISHARES RUSSELL 1000 ETF

4.37%

Shares1.4K

Event2026-06-30

Filed2026-07-01

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-4.93%

Shares7.9K

Event2026-06-30

Filed2026-07-01

IJH

ISHARES CORE S&P MID-CAP ETF

-3.64%

Shares7.1K

Event2026-06-30

Filed2026-07-01

VTV

VANGUARD VALUE ETF

-1.14%

Shares2.4K

Event2026-06-30

Filed2026-07-01

IBM

INTERNATIONAL BUSINESS MACHS COM

0.82%

Shares1.8K

Event2026-06-30

Filed2026-07-01

JNJ

JOHNSON & JOHNSON COM

3.56%

Shares2.0K

Event2026-06-30

Filed2026-07-01

JAVA

JPMORGAN ACTIVE VALUE ETF

-0.03%

Shares6.0K

Event2026-06-30

Filed2026-07-01

VANGUARD SMALL-CAP ETF

-7.34%

Shares1.5K

Event2026-06-30

Filed2026-07-01

BSCW

INVESCO BULLETSHARES 2032 CORPORATE BOND ETF

-0.54%

Shares21.9K

Event2026-06-30

Filed2026-07-01

SCHX

SCHWAB U.S. LARGE-CAP ETF

0.07%

Shares15.2K

Event2026-06-30

Filed2026-07-01

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

15133.33%

Shares914

Event2026-06-30

Filed2026-07-01

GOOG

ALPHABET INC CAP STK CL C

4.76%

Shares1.2K

Event2026-06-30

Filed2026-07-01

COSTCO WHOLESALE CORPORATION COM

5.23%

Shares463

Event2026-06-30

Filed2026-07-01

BSCT

INVESCO BULLETSHARES 2029 CORPORATE BOND ETF

-3.77%

Shares22.5K

Event2026-06-30

Filed2026-07-01

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

-11.86%

Shares12.0K

Event2026-06-30

Filed2026-07-01

BROADCOM INC COM

84.50%

Shares1.1K

Event2026-06-30

Filed2026-07-01

CAT

CATERPILLAR INC COM

5.95%

Shares374

Event2026-06-30

Filed2026-07-01

LLY

ELI LILLY & CO COM

-12.89%

Shares331

Event2026-06-30

Filed2026-07-01

JBS

JBS N.V. CL A SHS

New

Shares33.0K

Event2026-06-30

Filed2026-07-01

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-2.07%

Shares758

Event2026-06-30

Filed2026-07-01

META PLATFORMS INC CL A

-5.10%

Shares670

Event2026-06-30

Filed2026-07-01

ABBVIE INC COM

-3.06%

Shares1.3K

Event2026-06-30

Filed2026-07-01

AMD

ADVANCED MICRO DEVICES INC COM

6.92%

Shares572

Event2026-06-30

Filed2026-07-01

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

-4.34%

Shares11.8K

Event2026-06-30

Filed2026-07-01

LMT

LOCKHEED MARTIN CORP COM

-1.90%

Shares621

Event2026-06-30

Filed2026-07-01

FTNT

FORTINET INC COM

8.67%

Shares2.0K

Event2026-06-30

Filed2026-07-01

APPLIED MATLS INC COM

1.75%

Shares407

Event2026-06-30

Filed2026-07-01

IWO

ISHARES RUSSELL 2000 GROWTH ETF

0.00%

Shares744

Event2026-06-30

Filed2026-07-01

TLTW

ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF

7.51%

Shares13.0K

Event2026-06-30

Filed2026-07-01

EFG

ISHARES MSCI EAFE GROWTH ETF

-6.78%

Shares2.3K

Event2026-06-30

Filed2026-07-01

VUG

VANGUARD GROWTH ETF

534.10%

Shares3.3K

Event2026-06-30

Filed2026-07-01

RTX CORPORATION COM

1.42%

Shares1.4K

Event2026-06-30

Filed2026-07-01

HIMU

ISHARES HIGH YIELD MUNI ACTIVE ETF

-0.05%

Shares5.5K

Event2026-06-30

Filed2026-07-01

BSCY

INVESCO BULLETSHARES 2034 CORPORATE BOND ETF

-8.39%

Shares13.1K

Event2026-06-30

Filed2026-07-01

IWF

ISHARES RUSSELL 1000 GROWTH ETF

307.62%

Shares2.1K

Event2026-06-30

Filed2026-07-01

ASML

ASML HLDG NV N Y REGISTRY SHS

2560.00%

Shares133

Event2026-06-30

Filed2026-07-01

IBRX

IMMUNITYBIO INC COM

0.00%

Shares29.0K

Event2026-06-30

Filed2026-07-01

ETR

ENTERGY CORP NEW COM

27325.00%

Shares2.2K

Event2026-06-30

Filed2026-07-01

HYD

VANECK HIGH YIELD MUNI ETF

-0.47%

Shares4.8K

Event2026-06-30

Filed2026-07-01

EXXON MOBIL CORP COM

2.86%

Shares1.7K

Event2026-06-30

Filed2026-07-01

COCA COLA CO COM

0.89%

Shares2.8K

Event2026-06-30

Filed2026-07-01

SPYI

NEOS S&P 500 HIGH INCOME ETF

-0.89%

Shares4.3K

Event2026-06-30

Filed2026-07-01

CISCO SYS INC COM

2.60%

Shares1.9K

Event2026-06-30

Filed2026-07-01

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

34.92%

Shares1.3K

Event2026-06-30

Filed2026-07-01

3M CO COM

-2.71%

Shares1.3K

Event2026-06-30

Filed2026-07-01

TRANE TECHNOLOGIES PLC SHS

1.99%

Shares411

Event2026-06-30

Filed2026-07-01

BIZD

VANECK BDC INCOME ETF

0.00%

Shares13.5K

Event2026-06-30

Filed2026-07-01

BBD

BANCO BRADESCO S A SP ADR PFD NEW

New

Shares10.9K

Event2026-06-30

Filed2026-07-01

ABEV

AMBEV SA SPONSORED ADR

New

Shares11.9K

Event2026-06-30

Filed2026-07-01

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available