Sponsored

The Analysis of Grant Private Wealth Management Inc's Holdings & P&L

Currently, Grant Private Wealth Management Inc holds 164 types of securities in its portfolio with a total value $237.2M. In the most recent quarter, they have increased their positions in N/A (+6.0K shares, valued at $3.4M), NVDA (+11.3K shares, valued at $2.3M), AAPL (+7.1K shares, valued at $2.1M); decreased their positions in N/A (-2.8K shares, valued at $2.2M), PANW (-4.8K shares, valued at $1.6M), N/A (-5.1K shares, valued at $1.3M); initiated new positions in KLAC (+1.6K shares, valued at $488.8K), VGT (+3.4K shares, valued at $405.4K), HDV (+11.1K shares, valued at $305.5K).

1M P&L

+866.9K+0.52%

3M P&L

+415.0K+0.25%

HY P&L

+4.2M+2.60%

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

1Semiconductors45.2M

25.3%

2N/A20.6M

11.6%

3Consumer Electronics14.6M

8.2%

Top Industries by Stock Count

1N/A34 stocks

25.4%

2Aerospace & Defense7 stocks

5.2%

3Software - Application7 stocks

5.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION141.4K shares8.65%2026-06-302026-07-07

META PLATFORMS INC META PLATFORMS INC26.2K shares29.65%2026-06-302026-07-07

AAPL APPLE INC50.3K shares16.47%2026-06-302026-07-07

AMZN AMAZON COM INC55.9K shares17.51%2026-06-302026-07-07

BROADCOM INC BROADCOM INC32.0K shares11.30%2026-06-302026-07-07

AMD ADVANCED MICRO DEVICES INC14.6K shares12.58%2026-06-302026-07-07

GOOGL ALPHABET INC23.2K shares4.09%2026-06-302026-07-07

MSFT MICROSOFT CORP18.1K shares24.50%2026-06-302026-07-07

Sponsored

TSLA TESLA INC13.7K shares4.67%2026-06-302026-07-07

GOOG ALPHABET INC12.0K shares11.31%2026-06-302026-07-07

LRCX LAM RESEARCH CORP9.7K shares-0.41%2026-06-302026-07-07

UBER UBER TECHNOLOGIES INC56.3K shares5.00%2026-06-302026-07-07

MU MICRON TECHNOLOGY INC3.2K shares-0.96%2026-06-302026-07-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC27.5K shares9.49%2026-06-302026-07-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO9.5K shares5.70%2026-06-302026-07-07

NETFLIX INC. NETFLIX INC.36.7K shares-2.93%2026-06-302026-07-07

Sponsored

DFSV DIMENSIONAL ETF TRUST57.7K shares-7.28%2026-06-302026-07-07

INTC INTEL CORP15.1K shares-6.03%2026-06-302026-07-07

APPLIED MATLS INC APPLIED MATLS INC2.9K shares36.09%2026-06-302026-07-07

HELO J P MORGAN EXCHANGE TRADED F29.4K shares-12.39%2026-06-302026-07-07

QQQ INVESCO QQQ TR2.6K shares-2.45%2026-06-302026-07-07

ABT ABBOTT LABORATORIES20.3K shares362.56%2026-06-302026-07-07

CAT CATERPILLAR INC1.7K shares7.57%2026-06-302026-07-07

JEPI J P MORGAN EXCHANGE TRADED F31.9K shares5.18%2026-06-302026-07-07

Sponsored

VISA INC VISA INC5.0K shares5.56%2026-06-302026-07-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4.1K shares44.25%2026-06-302026-07-07

SPYG SPDR SERIES TRUST14.2K shares-8.47%2026-06-302026-07-07

SERVICENOW INC SERVICENOW INC17.0K shares19.74%2026-06-302026-07-07

ARK ETF TR ARK ETF TR20.3K shares-5.52%2026-06-302026-07-07

TXN TEXAS INSTRS INC5.4K shares12.23%2026-06-302026-07-07

LLY ELI LILLY & CO1.3K shares7.23%2026-06-302026-07-07

ISRG INTUITIVE SURGICAL INC3.7K shares-1.15%2026-06-302026-07-07

Sponsored

CISCO SYS INC CISCO SYS INC12.4K shares39.38%2026-06-302026-07-07

CLOUDFLARE INC CLOUDFLARE INC5.6K shares6.16%2026-06-302026-07-07

PANW PALO ALTO NETWORKS INC4.0K shares-54.35%2026-06-302026-07-07

ALGN ALIGN TECHNOLOGY INC7.9K shares13.10%2026-06-302026-07-07

C CITIGROUP INC8.5K shares29.00%2026-06-302026-07-07

ABBVIE INC ABBVIE INC4.7K shares12.86%2026-06-302026-07-07

VZ VERIZON COMMUNICATIONS INC27.3K shares12.64%2026-06-302026-07-07

ANET ARISTA NETWORKS INC6.7K shares12.75%2026-06-302026-07-07

Sponsored

INTU INTUIT4.2K shares0.93%2026-06-302026-07-07

ZM ZOOM COMMUNICATIONS INC12.2K shares-0.93%2026-06-302026-07-07

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F17.1K shares25.54%2026-06-302026-07-07

BLK BLACKROCK INC1.1K shares8.01%2026-06-302026-07-07

QCOM QUALCOMM INC5.7K shares37.82%2026-06-302026-07-07

EXXON MOBIL CORP EXXON MOBIL CORP7.5K shares7.45%2026-06-302026-07-07

GS GOLDMAN SACHS GROUP INC1.0K shares7.08%2026-06-302026-07-07

SHOP SHOPIFY INC9.0K shares-15.53%2026-06-302026-07-07

Sponsored

CRM SALESFORCE INC6.5K shares-9.25%2026-06-302026-07-07

FHEQ FIDELITY GREENWOOD STREET TR29.4K shares-15.05%2026-06-302026-07-07

IBM INTERNATIONAL BUSINESS MACHS3.4K shares14.90%2026-06-302026-07-07

HUBB HUBBELL INC1.8K shares-0.56%2026-06-302026-07-07

WMT WALMART INC8.2K shares1.22%2026-06-302026-07-07

ORACLE CORP ORACLE CORP6.3K shares35.45%2026-06-302026-07-07

BA BOEING CO4.0K shares-6.22%2026-06-302026-07-07

ISHARES TR ISHARES TR1.1K shares-3.26%2026-06-302026-07-07

Sponsored

DUK DUKE ENERGY CORP NEW6.6K shares6.02%2026-06-302026-07-07

COIN COINBASE GLOBAL INC5.6K shares-3.84%2026-06-302026-07-07

JNJ JOHNSON & JOHNSON3.2K shares9.34%2026-06-302026-07-07

KO COCA COLA CO9.8K shares11.33%2026-06-302026-07-07

MCD MCDONALDS CORP2.9K shares20.83%2026-06-302026-07-07

3M CO 3M CO4.7K shares11.08%2026-06-302026-07-07

HD HOME DEPOT INC2.1K shares10.34%2026-06-302026-07-07

PG PROCTER & GAMBLE CO4.8K shares10.62%2026-06-302026-07-07

Sponsored

RTX CORPORATION RTX CORPORATION3.7K shares40.12%2026-06-302026-07-07

AVT AVNET INC7.9K shares37.69%2026-06-302026-07-07

MO ALTRIA GROUP INC9.7K shares32.43%2026-06-302026-07-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION746 shares-36.40%2026-06-302026-07-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.3K shares18.53%2026-06-302026-07-07

SOXX ISHARES TR1.0K shares-6.24%2026-06-302026-07-07

APH AMPHENOL CORP3.7K shares-1.89%2026-06-302026-07-07

AME AMETEK INC2.7K shares0.00%2026-06-302026-07-07

Sponsored

MS MORGAN STANLEY3.1K shares23.42%2026-06-302026-07-07

PM PHILIP MORRIS INTL INC3.6K shares12.99%2026-06-302026-07-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T850 shares-0.93%2026-06-302026-07-07

CVX CHEVRON CORPORATION3.8K shares12.63%2026-06-302026-07-07

SNOWFLAKE INC SNOWFLAKE INC2.4K shares-67.87%2026-06-302026-07-07

IJR ISHARES TR4.0K shares-6.91%2026-06-302026-07-07

XYLD GLOBAL X FDS14.5K shares42.45%2026-06-302026-07-07

BMY BRISTOL-MYERS SQUIBB CO10.1K shares14.43%2026-06-302026-07-07

Sponsored

DAL DELTA AIR LINES INC6.0K shares6.81%2026-06-302026-07-07

SLYG SPDR SERIES TRUST4.7K shares-3.91%2026-06-302026-07-07

MTB M & T BK CORP2.4K shares52.41%2026-06-302026-07-07

PSA PUBLIC STORAGE1.8K shares45.99%2026-06-302026-07-07

ASML ASML HLDG NV279 shares20.26%2026-06-302026-07-07

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC705 shares-80.16%2026-06-302026-07-07

NOC NORTHROP GRUMMAN CORP1.1K shares68.15%2026-06-302026-07-07

XSW SPDR SERIES TRUST3.1K shares-7.40%2026-06-302026-07-07

Sponsored

DKNG DRAFTKINGS INC NEW21.3K shares-4.49%2026-06-302026-07-07

WFC WELLS FARGO & CO6.3K shares1.63%2026-06-302026-07-07

VHT VANGUARD WORLD FD1.7K shares0.00%2026-06-302026-07-07

KLAC KLA CORP1.6K sharesnew addition2026-06-302026-07-07

ADP AUTOMATIC DATA PROCESSING IN2.2K shares53.67%2026-06-302026-07-07

IDU ISHARES TR4.1K shares0.00%2026-06-302026-07-07

IBB ISHARES TR2.5K shares-6.80%2026-06-302026-07-07

AWK AMERICAN WTR WKS CO INC NEW3.5K shares27.85%2026-06-302026-07-07

Sponsored

F FORD MTR CO32.6K shares42.90%2026-06-302026-07-07

VOO VANGUARD INDEX FDS652 shares-23.11%2026-06-302026-07-07

GLPI GAMING & LEISURE P9.8K shares35.72%2026-06-302026-07-07

WSM WILLIAMS SONOMA INC1.9K shares-5.63%2026-06-302026-07-07

RNG RINGCENTRAL INC11.2K shares-5.87%2026-06-302026-07-07

WEC WEC ENERGY GROUP INC3.7K shares41.49%2026-06-302026-07-07

WPC WP CAREY INC6.1K shares44.82%2026-06-302026-07-07

MEDP MEDPACE HLDGS INC785 shares0.00%2026-06-302026-07-07

Sponsored

CMCSA COMCAST CORP NEW16.9K shares20.53%2026-06-302026-07-07

BAC BANK OF AMER CORP7.3K shares-5.15%2026-06-302026-07-07

TMO THERMO FISHER SCIENTIFIC INC820 shares-10.58%2026-06-302026-07-07

IWP ISHARES TR2.8K shares0.11%2026-06-302026-07-07

CME CME GROUP INC1.8K shares43.70%2026-06-302026-07-07

VGT VANGUARD WORLD FD3.4K sharesnew addition2026-06-302026-07-07

GPIX GOLDMAN SACHS ETF TR7.2K shares-3.31%2026-06-302026-07-07

VLO VALERO ENERGY CORP1.5K shares36.34%2026-06-302026-07-07

Sponsored

VICI VICI PPTYS INC14.4K shares46.70%2026-06-302026-07-07

DIS DISNEY WALT CO3.9K shares-19.79%2026-06-302026-07-07

SNPS SYNOPSYS INC765 shares0.00%2026-06-302026-07-07

NEM NEWMONT CORP3.6K shares-0.11%2026-06-302026-07-07

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.3.6K shares-14.68%2026-06-302026-07-07

HP HELMERICH & PAYNE INC9.9K shares39.59%2026-06-302026-07-07

LMT LOCKHEED MARTIN CORP629 shares0.00%2026-06-302026-07-07

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC2.3K shares-13.21%2026-06-302026-07-07

Sponsored

HDV ISHARES TR11.1K sharesnew addition2026-06-302026-07-07

MRK MERCK & CO INC2.4K shares-2.08%2026-06-302026-07-07

ICE INTERCONTINENTAL EXCHANGE IN2.5K shares0.04%2026-06-302026-07-07

CLX CLOROX CO DEL3.1K sharesnew addition2026-06-302026-07-07

XYZ BLOCK INC3.8K shares-12.71%2026-06-302026-07-07

10X GENOMICS INC 10X GENOMICS INC7.6K sharesnew addition2026-06-302026-07-07

LOW LOWES COS INC1.3K shares5.15%2026-06-302026-07-07

AVUV AMERICAN CENTY ETF TR2.3K shares0.00%2026-06-302026-07-07

Sponsored

MTZ MASTEC INC679 shares-0.44%2026-06-302026-07-07

PHDG INVESCO ACTIVELY MANAGED EXC6.8K shares-2.33%2026-06-302026-07-07

VANGUARD INDEX FDS VANGUARD INDEX FDS752 shares0.00%2026-06-302026-07-07

DOX AMDOCS LTD5.5K shares55.36%2026-06-302026-07-07

GNRC GENERAC HLDGS INC938 sharesnew addition2026-06-302026-07-07

ADOBE INC ADOBE INC1.3K sharesnew addition2026-06-302026-07-07

NOBL PROSHARES TR4.7K shares100.00%2026-06-302026-07-07

RBLX ROBLOX CORP4.8K shares-9.40%2026-06-302026-07-07

Sponsored

SOUTHERN CO SOUTHERN CO2.7K shares25.10%2026-06-302026-07-07

GLD SPDR GOLD TR709 shares-2.07%2026-06-302026-07-07

SCHA SCHWAB STRATEGIC TR7.2K shares-14.38%2026-06-302026-07-07

SPLV INVESCO EXCH TRADED FD TR II3.5K shares-1.56%2026-06-302026-07-07

PNC PNC FINL SVCS GROUP INC1.0K shares0.00%2026-06-302026-07-07

IGPT INVESCO EXCHANGE TRADED FD T2.5K sharesnew addition2026-06-302026-07-07

CMC COMMERCIAL METALS CO3.9K shares0.00%2026-06-302026-07-07

XLV SELECT SECTOR SPDR TR1.5K sharesnew addition2026-06-302026-07-07

Sponsored

VPU VANGUARD WORLD FD1.2K shares-43.60%2026-06-302026-07-07

IBP INSTALLED BLDG PRODS INC1.0K shares0.00%2026-06-302026-07-07

RKLB ROCKET LAB CORP2.3K sharesnew addition2026-06-302026-07-07

PEP PEPSICO INC1.7K shares28.09%2026-06-302026-07-07

XLE SELECT SECTOR SPDR TR4.3K shares-20.44%2026-06-302026-07-07

GEV GE VERNOVA INC193 sharesnew addition2026-06-302026-07-07

IWM ISHARES TR752 sharesnew addition2026-06-302026-07-07

VO VANGUARD INDEX FDS2.8K shares296.04%2026-06-302026-07-07

Sponsored

SPYD SPDR SERIES TRUST4.7K sharesnew addition2026-06-302026-07-07

SF STIFEL FINL CORP3.1K shares0.00%2026-06-302026-07-07

SCHF SCHWAB STRATEGIC TR7.7K shares-7.96%2026-06-302026-07-07

UNP UNION PAC CORP765 sharesnew addition2026-06-302026-07-07

SPHD INVESCO EXCH TRADED FD TR II4.1K sharesnew addition2026-06-302026-07-07

BWXT BWX TECHNOLOGIES INC1.1K shares-1.77%2026-06-302026-07-07

HQY HEALTHEQUITY INC2.3K sharesnew addition2026-06-302026-07-07

GD GENERAL DYNAMICS CORP577 shares-9.42%2026-06-302026-07-07

Sponsored

CMI CUMMINS INC281 sharesnew addition2026-06-302026-07-07

SNAP SNAP INC19.5K shares-16.67%2026-06-302026-07-07

HSDT SOLANA CO25.0K shares0.00%2026-06-302026-07-07

GPUS HYPERSCALE DATA INC80.0K shares0.00%2026-06-302026-07-07

NVDA

NVIDIA CORPORATION

8.65%

Shares141.4K

Event2026-06-30

Filed2026-07-07

META PLATFORMS INC

29.65%

Shares26.2K

Event2026-06-30

Filed2026-07-07

AAPL

APPLE INC

16.47%

Shares50.3K

Event2026-06-30

Filed2026-07-07

AMZN

AMAZON COM INC

17.51%

Shares55.9K

Event2026-06-30

Filed2026-07-07

BROADCOM INC

11.30%

Shares32.0K

Event2026-06-30

Filed2026-07-07

AMD

ADVANCED MICRO DEVICES INC

12.58%

Shares14.6K

Event2026-06-30

Filed2026-07-07

GOOGL

ALPHABET INC

4.09%

Shares23.2K

Event2026-06-30

Filed2026-07-07

MSFT

MICROSOFT CORP

24.50%

Shares18.1K

Event2026-06-30

Filed2026-07-07

TSLA

TESLA INC

4.67%

Shares13.7K

Event2026-06-30

Filed2026-07-07

GOOG

ALPHABET INC

11.31%

Shares12.0K

Event2026-06-30

Filed2026-07-07

LRCX

LAM RESEARCH CORP

-0.41%

Shares9.7K

Event2026-06-30

Filed2026-07-07

UBER

UBER TECHNOLOGIES INC

5.00%

Shares56.3K

Event2026-06-30

Filed2026-07-07

MICRON TECHNOLOGY INC

-0.96%

Shares3.2K

Event2026-06-30

Filed2026-07-07

PALANTIR TECHNOLOGIES INC

9.49%

Shares27.5K

Event2026-06-30

Filed2026-07-07

JPMORGAN CHASE & CO

5.70%

Shares9.5K

Event2026-06-30

Filed2026-07-07

NETFLIX INC.

-2.93%

Shares36.7K

Event2026-06-30

Filed2026-07-07

DFSV

DIMENSIONAL ETF TRUST

-7.28%

Shares57.7K

Event2026-06-30

Filed2026-07-07

INTC

INTEL CORP

-6.03%

Shares15.1K

Event2026-06-30

Filed2026-07-07

APPLIED MATLS INC

36.09%

Shares2.9K

Event2026-06-30

Filed2026-07-07

HELO

J P MORGAN EXCHANGE TRADED F

-12.39%

Shares29.4K

Event2026-06-30

Filed2026-07-07

QQQ

INVESCO QQQ TR

-2.45%

Shares2.6K

Event2026-06-30

Filed2026-07-07

ABT

ABBOTT LABORATORIES

362.56%

Shares20.3K

Event2026-06-30

Filed2026-07-07

CAT

CATERPILLAR INC

7.57%

Shares1.7K

Event2026-06-30

Filed2026-07-07

JEPI

J P MORGAN EXCHANGE TRADED F

5.18%

Shares31.9K

Event2026-06-30

Filed2026-07-07

VISA INC

5.56%

Shares5.0K

Event2026-06-30

Filed2026-07-07

UNITEDHEALTH GROUP INC

44.25%

Shares4.1K

Event2026-06-30

Filed2026-07-07

SPYG

SPDR SERIES TRUST

-8.47%

Shares14.2K

Event2026-06-30

Filed2026-07-07

SERVICENOW INC

19.74%

Shares17.0K

Event2026-06-30

Filed2026-07-07

ARK ETF TR

-5.52%

Shares20.3K

Event2026-06-30

Filed2026-07-07

TXN

TEXAS INSTRS INC

12.23%

Shares5.4K

Event2026-06-30

Filed2026-07-07

LLY

ELI LILLY & CO

7.23%

Shares1.3K

Event2026-06-30

Filed2026-07-07

ISRG

INTUITIVE SURGICAL INC

-1.15%

Shares3.7K

Event2026-06-30

Filed2026-07-07

CISCO SYS INC

39.38%

Shares12.4K

Event2026-06-30

Filed2026-07-07

CLOUDFLARE INC

6.16%

Shares5.6K

Event2026-06-30

Filed2026-07-07

PANW

PALO ALTO NETWORKS INC

-54.35%

Shares4.0K

Event2026-06-30

Filed2026-07-07

ALGN

ALIGN TECHNOLOGY INC

13.10%

Shares7.9K

Event2026-06-30

Filed2026-07-07

CITIGROUP INC

29.00%

Shares8.5K

Event2026-06-30

Filed2026-07-07

ABBVIE INC

12.86%

Shares4.7K

Event2026-06-30

Filed2026-07-07

VERIZON COMMUNICATIONS INC

12.64%

Shares27.3K

Event2026-06-30

Filed2026-07-07

ANET

ARISTA NETWORKS INC

12.75%

Shares6.7K

Event2026-06-30

Filed2026-07-07

INTU

INTUIT

0.93%

Shares4.2K

Event2026-06-30

Filed2026-07-07

ZOOM COMMUNICATIONS INC

-0.93%

Shares12.2K

Event2026-06-30

Filed2026-07-07

J P MORGAN EXCHANGE TRADED F

25.54%

Shares17.1K

Event2026-06-30

Filed2026-07-07

BLK

BLACKROCK INC

8.01%

Shares1.1K

Event2026-06-30

Filed2026-07-07

QCOM

QUALCOMM INC

37.82%

Shares5.7K

Event2026-06-30

Filed2026-07-07

EXXON MOBIL CORP

7.45%

Shares7.5K

Event2026-06-30

Filed2026-07-07

GOLDMAN SACHS GROUP INC

7.08%

Shares1.0K

Event2026-06-30

Filed2026-07-07

SHOP

SHOPIFY INC

-15.53%

Shares9.0K

Event2026-06-30

Filed2026-07-07

CRM

SALESFORCE INC

-9.25%

Shares6.5K

Event2026-06-30

Filed2026-07-07

FHEQ

FIDELITY GREENWOOD STREET TR

-15.05%

Shares29.4K

Event2026-06-30

Filed2026-07-07

IBM

INTERNATIONAL BUSINESS MACHS

14.90%

Shares3.4K

Event2026-06-30

Filed2026-07-07

HUBB

HUBBELL INC

-0.56%

Shares1.8K

Event2026-06-30

Filed2026-07-07

WMT

WALMART INC

1.22%

Shares8.2K

Event2026-06-30

Filed2026-07-07

ORACLE CORP

35.45%

Shares6.3K

Event2026-06-30

Filed2026-07-07

BOEING CO

-6.22%

Shares4.0K

Event2026-06-30

Filed2026-07-07

ISHARES TR

-3.26%

Shares1.1K

Event2026-06-30

Filed2026-07-07

DUK

DUKE ENERGY CORP NEW

6.02%

Shares6.6K

Event2026-06-30

Filed2026-07-07

COIN

COINBASE GLOBAL INC

-3.84%

Shares5.6K

Event2026-06-30

Filed2026-07-07

JNJ

JOHNSON & JOHNSON

9.34%

Shares3.2K

Event2026-06-30

Filed2026-07-07

COCA COLA CO

11.33%

Shares9.8K

Event2026-06-30

Filed2026-07-07

MCD

MCDONALDS CORP

20.83%

Shares2.9K

Event2026-06-30

Filed2026-07-07

3M CO

11.08%

Shares4.7K

Event2026-06-30

Filed2026-07-07

HOME DEPOT INC

10.34%

Shares2.1K

Event2026-06-30

Filed2026-07-07

PROCTER & GAMBLE CO

10.62%

Shares4.8K

Event2026-06-30

Filed2026-07-07

RTX CORPORATION

40.12%

Shares3.7K

Event2026-06-30

Filed2026-07-07

AVT

AVNET INC

37.69%

Shares7.9K

Event2026-06-30

Filed2026-07-07

ALTRIA GROUP INC

32.43%

Shares9.7K

Event2026-06-30

Filed2026-07-07

COSTCO WHOLESALE CORPORATION

-36.40%

Shares746

Event2026-06-30

Filed2026-07-07

MASTERCARD INCORPORATED

18.53%

Shares1.3K

Event2026-06-30

Filed2026-07-07

SOXX

ISHARES TR

-6.24%

Shares1.0K

Event2026-06-30

Filed2026-07-07

APH

AMPHENOL CORP

-1.89%

Shares3.7K

Event2026-06-30

Filed2026-07-07

AME

AMETEK INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-07

MORGAN STANLEY

23.42%

Shares3.1K

Event2026-06-30

Filed2026-07-07

PHILIP MORRIS INTL INC

12.99%

Shares3.6K

Event2026-06-30

Filed2026-07-07

STATE STR SPDR S&P 500 ETF T

-0.93%

Shares850

Event2026-06-30

Filed2026-07-07

CVX

CHEVRON CORPORATION

12.63%

Shares3.8K

Event2026-06-30

Filed2026-07-07

SNOWFLAKE INC

-67.87%

Shares2.4K

Event2026-06-30

Filed2026-07-07

IJR

ISHARES TR

-6.91%

Shares4.0K

Event2026-06-30

Filed2026-07-07

XYLD

GLOBAL X FDS

42.45%

Shares14.5K

Event2026-06-30

Filed2026-07-07

BMY

BRISTOL-MYERS SQUIBB CO

14.43%

Shares10.1K

Event2026-06-30

Filed2026-07-07

DAL

DELTA AIR LINES INC

6.81%

Shares6.0K

Event2026-06-30

Filed2026-07-07

SLYG

SPDR SERIES TRUST

-3.91%

Shares4.7K

Event2026-06-30

Filed2026-07-07

MTB

M & T BK CORP

52.41%

Shares2.4K

Event2026-06-30

Filed2026-07-07

PSA

PUBLIC STORAGE

45.99%

Shares1.8K

Event2026-06-30

Filed2026-07-07

ASML

ASML HLDG NV

20.26%

Shares279

Event2026-06-30

Filed2026-07-07

CROWDSTRIKE HLDGS INC

-80.16%

Shares705

Event2026-06-30

Filed2026-07-07

NOC

NORTHROP GRUMMAN CORP

68.15%

Shares1.1K

Event2026-06-30

Filed2026-07-07

XSW

SPDR SERIES TRUST

-7.40%

Shares3.1K

Event2026-06-30

Filed2026-07-07

DKNG

DRAFTKINGS INC NEW

-4.49%

Shares21.3K

Event2026-06-30

Filed2026-07-07

WFC

WELLS FARGO & CO

1.63%

Shares6.3K

Event2026-06-30

Filed2026-07-07

VHT

VANGUARD WORLD FD

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-07

KLAC

KLA CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-07

ADP

AUTOMATIC DATA PROCESSING IN

53.67%

Shares2.2K

Event2026-06-30

Filed2026-07-07

IDU

ISHARES TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-07

IBB

ISHARES TR

-6.80%

Shares2.5K

Event2026-06-30

Filed2026-07-07

AWK

AMERICAN WTR WKS CO INC NEW

27.85%

Shares3.5K

Event2026-06-30

Filed2026-07-07

FORD MTR CO

42.90%

Shares32.6K

Event2026-06-30

Filed2026-07-07

VOO

VANGUARD INDEX FDS

-23.11%

Shares652

Event2026-06-30

Filed2026-07-07

GLPI

GAMING & LEISURE P

35.72%

Shares9.8K

Event2026-06-30

Filed2026-07-07

WSM

WILLIAMS SONOMA INC

-5.63%

Shares1.9K

Event2026-06-30

Filed2026-07-07

RNG

RINGCENTRAL INC

-5.87%

Shares11.2K

Event2026-06-30

Filed2026-07-07

WEC

WEC ENERGY GROUP INC

41.49%

Shares3.7K

Event2026-06-30

Filed2026-07-07

WPC

WP CAREY INC

44.82%

Shares6.1K

Event2026-06-30

Filed2026-07-07

MEDP

MEDPACE HLDGS INC

0.00%

Shares785

Event2026-06-30

Filed2026-07-07

CMCSA

COMCAST CORP NEW

20.53%

Shares16.9K

Event2026-06-30

Filed2026-07-07

BAC

BANK OF AMER CORP

-5.15%

Shares7.3K

Event2026-06-30

Filed2026-07-07

TMO

THERMO FISHER SCIENTIFIC INC

-10.58%

Shares820

Event2026-06-30

Filed2026-07-07

IWP

ISHARES TR

0.11%

Shares2.8K

Event2026-06-30

Filed2026-07-07

CME

CME GROUP INC

43.70%

Shares1.8K

Event2026-06-30

Filed2026-07-07

VGT

VANGUARD WORLD FD

New

Shares3.4K

Event2026-06-30

Filed2026-07-07

GPIX

GOLDMAN SACHS ETF TR

-3.31%

Shares7.2K

Event2026-06-30

Filed2026-07-07

VLO

VALERO ENERGY CORP

36.34%

Shares1.5K

Event2026-06-30

Filed2026-07-07

VICI

VICI PPTYS INC

46.70%

Shares14.4K

Event2026-06-30

Filed2026-07-07

DIS

DISNEY WALT CO

-19.79%

Shares3.9K

Event2026-06-30

Filed2026-07-07

SNPS

SYNOPSYS INC

0.00%

Shares765

Event2026-06-30

Filed2026-07-07

NEM

NEWMONT CORP

-0.11%

Shares3.6K

Event2026-06-30

Filed2026-07-07

MICROCHIP TECHNOLOGY INC.

-14.68%

Shares3.6K

Event2026-06-30

Filed2026-07-07

HELMERICH & PAYNE INC

39.59%

Shares9.9K

Event2026-06-30

Filed2026-07-07

LMT

LOCKHEED MARTIN CORP

0.00%

Shares629

Event2026-06-30

Filed2026-07-07

AGILENT TECHNOLOGIES INC

-13.21%

Shares2.3K

Event2026-06-30

Filed2026-07-07

HDV

ISHARES TR

New

Shares11.1K

Event2026-06-30

Filed2026-07-07

MRK

MERCK & CO INC

-2.08%

Shares2.4K

Event2026-06-30

Filed2026-07-07

ICE

INTERCONTINENTAL EXCHANGE IN

0.04%

Shares2.5K

Event2026-06-30

Filed2026-07-07

CLX

CLOROX CO DEL

New

Shares3.1K

Event2026-06-30

Filed2026-07-07

XYZ

BLOCK INC

-12.71%

Shares3.8K

Event2026-06-30

Filed2026-07-07

10X GENOMICS INC

New

Shares7.6K

Event2026-06-30

Filed2026-07-07

LOW

LOWES COS INC

5.15%

Shares1.3K

Event2026-06-30

Filed2026-07-07

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-07

MTZ

MASTEC INC

-0.44%

Shares679

Event2026-06-30

Filed2026-07-07

PHDG

INVESCO ACTIVELY MANAGED EXC

-2.33%

Shares6.8K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

0.00%

Shares752

Event2026-06-30

Filed2026-07-07

DOX

AMDOCS LTD

55.36%

Shares5.5K

Event2026-06-30

Filed2026-07-07

GNRC

GENERAC HLDGS INC

New

Shares938

Event2026-06-30

Filed2026-07-07

ADOBE INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-07

NOBL

PROSHARES TR

100.00%

Shares4.7K

Event2026-06-30

Filed2026-07-07

RBLX

ROBLOX CORP

-9.40%

Shares4.8K

Event2026-06-30

Filed2026-07-07

SOUTHERN CO

25.10%

Shares2.7K

Event2026-06-30

Filed2026-07-07

GLD

SPDR GOLD TR

-2.07%

Shares709

Event2026-06-30

Filed2026-07-07

SCHA

SCHWAB STRATEGIC TR

-14.38%

Shares7.2K

Event2026-06-30

Filed2026-07-07

SPLV

INVESCO EXCH TRADED FD TR II

-1.56%

Shares3.5K

Event2026-06-30

Filed2026-07-07

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-07

IGPT

INVESCO EXCHANGE TRADED FD T

New

Shares2.5K

Event2026-06-30

Filed2026-07-07

CMC

COMMERCIAL METALS CO

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-07

XLV

SELECT SECTOR SPDR TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-07

VPU

VANGUARD WORLD FD

-43.60%

Shares1.2K

Event2026-06-30

Filed2026-07-07

IBP

INSTALLED BLDG PRODS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-07

RKLB

ROCKET LAB CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-07

PEP

PEPSICO INC

28.09%

Shares1.7K

Event2026-06-30

Filed2026-07-07

XLE

SELECT SECTOR SPDR TR

-20.44%

Shares4.3K

Event2026-06-30

Filed2026-07-07

GEV

GE VERNOVA INC

New

Shares193

Event2026-06-30

Filed2026-07-07

IWM

ISHARES TR

New

Shares752

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

296.04%

Shares2.8K

Event2026-06-30

Filed2026-07-07

SPYD

SPDR SERIES TRUST

New

Shares4.7K

Event2026-06-30

Filed2026-07-07

STIFEL FINL CORP

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-07

SCHF

SCHWAB STRATEGIC TR

-7.96%

Shares7.7K

Event2026-06-30

Filed2026-07-07

UNP

UNION PAC CORP

New

Shares765

Event2026-06-30

Filed2026-07-07

SPHD

INVESCO EXCH TRADED FD TR II

New

Shares4.1K

Event2026-06-30

Filed2026-07-07

BWXT

BWX TECHNOLOGIES INC

-1.77%

Shares1.1K

Event2026-06-30

Filed2026-07-07

HQY

HEALTHEQUITY INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-07

GENERAL DYNAMICS CORP

-9.42%

Shares577

Event2026-06-30

Filed2026-07-07

CMI

CUMMINS INC

New

Shares281

Event2026-06-30

Filed2026-07-07

SNAP

SNAP INC

-16.67%

Shares19.5K

Event2026-06-30

Filed2026-07-07

HSDT

SOLANA CO

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-07

GPUS

HYPERSCALE DATA INC

0.00%

Shares80.0K

Event2026-06-30

Filed2026-07-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available