Sponsored

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

Currently, Gratus Wealth Advisors, LLC holds 138 types of securities in its portfolio with a total value $785.5M. In the most recent quarter, they have increased their positions in MGK (+655.3K shares, valued at $57.6M), VGT (+237.0K shares, valued at $28.3M), VO (+241.0K shares, valued at $19.4M); decreased their positions in NVDA (-2.1K shares, valued at $413.6K), XLK (-2.1K shares, valued at $403.7K), TSM (-674 shares, valued at $321.9K); initiated new positions in HLT (+2.5K shares, valued at $809.6K), SRE (+7.9K shares, valued at $736.0K), N/A (+4.5K shares, valued at $615.8K).

1M P&L

-3.7M-0.48%

3M P&L

+10.5M+1.42%

HY P&L

-401.8M-34.72%

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/A636.7M

84.6%

2Semiconductors26.6M

3.5%

3Internet Content & Information11.6M

1.5%

Top Industries by Stock Count

1N/A32 stocks

29.1%

2Semiconductors6 stocks

5.5%

3Aerospace & Defense5 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRO ISHARES TR1.2M shares2.06%2026-06-302026-07-20

MGK VANGUARD WORLD FD817.9K shares402.96%2026-06-302026-07-20

XSMO INVESCO EXCHANGE TRADED FD T527.4K shares1.38%2026-06-302026-07-20

QQQ INVESCO QQQ TR65.1K shares1.48%2026-06-302026-07-20

XLK SELECT SECTOR SPDR TR197.5K shares-1.06%2026-06-302026-07-20

IBDR ISHARES TR1.5M shares2.10%2026-06-302026-07-20

IBDS ISHARES TR1.5M shares2.48%2026-06-302026-07-20

IBDU ISHARES TR1.6M shares2.74%2026-06-302026-07-20

Sponsored

IBDV ISHARES TR1.6M shares2.59%2026-06-302026-07-20

IBDT ISHARES TR1.4M shares2.79%2026-06-302026-07-20

VGT VANGUARD WORLD FD271.5K shares687.37%2026-06-302026-07-20

IDMO INVESCO EXCH TRADED FD TR II470.4K shares2.98%2026-06-302026-07-20

VO VANGUARD INDEX FDS318.4K shares311.25%2026-06-302026-07-20

FTCS FIRST TR EXCHANGE-TRADED FD229.7K shares1.33%2026-06-302026-07-20

GSLC GOLDMAN SACHS ETF TR129.7K shares1.49%2026-06-302026-07-20

QQEW FIRST TR EXCHANGE-TRADED FD107.8K shares1.30%2026-06-302026-07-20

Sponsored

NVDA NVIDIA CORPORATION56.9K shares-3.51%2026-06-302026-07-20

GOOG ALPHABET INC29.4K shares-0.33%2026-06-302026-07-20

AAPL APPLE INC33.8K shares-0.26%2026-06-302026-07-20

MSFT MICROSOFT CORP16.2K shares0.35%2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T7.8K shares0.00%2026-06-302026-07-20

TSM TAIWAN SEMICONDUCTOR MANUFAC12.0K shares-5.31%2026-06-302026-07-20

MRVL MARVELL TECHNOLOGY INC16.5K shares-2.60%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL9.1K shares-2.57%2026-06-302026-07-20

Sponsored

VIG VANGUARD SPECIALIZED FUNDS16.9K shares0.00%2026-06-302026-07-20

ISHARES TR ISHARES TR4.6K shares-3.13%2026-06-302026-07-20

QUANTA SVCS INC QUANTA SVCS INC4.5K shares-0.22%2026-06-302026-07-20

AMZN AMAZON COM INC13.0K shares0.05%2026-06-302026-07-20

ADI ANALOG DEVICES INC6.9K shares-0.51%2026-06-302026-07-20

MCK MCKESSON CORP3.5K shares-0.06%2026-06-302026-07-20

DOMINION ENERGY INC DOMINION ENERGY INC37.3K shares-0.21%2026-06-302026-07-20

BAC BANK OF AMER CORP43.7K shares27.17%2026-06-302026-07-20

Sponsored

COR CENCORA INC8.0K shares-1.81%2026-06-302026-07-20

LLY ELI LILLY & CO1.8K shares-0.06%2026-06-302026-07-20

ANET ARISTA NETWORKS INC12.7K shares2.34%2026-06-302026-07-20

IBM INTERNATIONAL BUSINESS MACHS6.7K shares0.41%2026-06-302026-07-20

GE GE AEROSPACE4.6K shares0.00%2026-06-302026-07-20

ABBVIE INC ABBVIE INC6.4K shares-0.33%2026-06-302026-07-20

ORACLE CORP ORACLE CORP10.8K shares2.36%2026-06-302026-07-20

CSX CSX CORP33.3K shares0.57%2026-06-302026-07-20

Sponsored

GS GOLDMAN SACHS GROUP INC1.5K shares-0.41%2026-06-302026-07-20

HWM HOWMET AEROSPACE INC5.3K shares-3.76%2026-06-302026-07-20

PG PROCTER & GAMBLE CO9.6K shares-13.00%2026-06-302026-07-20

AXP AMERICAN EXPRESS CO3.9K shares1.09%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.4K shares0.43%2026-06-302026-07-20

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.5K shares0.90%2026-06-302026-07-20

GOOGL ALPHABET INC3.4K shares-2.51%2026-06-302026-07-20

TXN TEXAS INSTRS INC4.1K shares0.79%2026-06-302026-07-20

Sponsored

BX BLACKSTONE INC10.2K shares1.28%2026-06-302026-07-20

HCA HCA HEALTHCARE INC3.1K shares0.00%2026-06-302026-07-20

COF CAPITAL ONE FINL CORP6.0K shares0.00%2026-06-302026-07-20

MRK MERCK & CO INC9.2K shares-0.79%2026-06-302026-07-20

TMUS T-MOBILE US INC7.0K shares0.99%2026-06-302026-07-20

CHUBB LIMITED CHUBB LIMITED3.4K shares0.00%2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC2.0K shares1.09%2026-06-302026-07-20

NETFLIX INC. NETFLIX INC.16.1K shares2.24%2026-06-302026-07-20

Sponsored

EDOW FIRST TR EXCHANGE-TRADED FD26.0K shares0.00%2026-06-302026-07-20

XLV SELECT SECTOR SPDR TR7.2K shares-5.30%2026-06-302026-07-20

AFL AFLAC INC9.7K shares0.00%2026-06-302026-07-20

GLD SPDR GOLD TR3.0K shares0.00%2026-06-302026-07-20

TT TRANE TECHNOLOGIES PLC2.2K shares3.07%2026-06-302026-07-20

LOW LOWES COS INC4.8K shares-8.56%2026-06-302026-07-20

AMERIPRISE FINL INC AMERIPRISE FINL INC2.3K shares1.61%2026-06-302026-07-20

EXXON MOBIL CORP EXXON MOBIL CORP6.8K shares0.50%2026-06-302026-07-20

Sponsored

DUK DUKE ENERGY CORP NEW7.3K shares-1.66%2026-06-302026-07-20

VISA INC VISA INC2.6K shares-2.29%2026-06-302026-07-20

TOL TOLL BROTHERS INC5.4K shares1.08%2026-06-302026-07-20

SHEL SHELL PLC10.9K shares0.88%2026-06-302026-07-20

HLT HILTON WORLDWIDE HLDGS INC2.5K sharesnew addition2026-06-302026-07-20

QSR RESTAURANT BRANDS INTL INC11.1K shares45.94%2026-06-302026-07-20

KIM KIMCO REALTY CORP30.7K shares1.19%2026-06-302026-07-20

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-20

Sponsored

SRE SEMPRA7.9K sharesnew addition2026-06-302026-07-20

ABT ABBOTT LABORATORIES8.0K shares-22.04%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON2.9K shares0.00%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.2K shares-2.81%2026-06-302026-07-20

NSC NORFOLK SOUTHN CORP2.3K shares0.13%2026-06-302026-07-20

KO COCA COLA CO8.1K shares8.04%2026-06-302026-07-20

PSX PHILLIPS 663.9K shares1.44%2026-06-302026-07-20

QCOM QUALCOMM INC3.4K shares-9.55%2026-06-302026-07-20

Sponsored

KR KROGER CO11.4K shares1.13%2026-06-302026-07-20

HD HOME DEPOT INC1.8K shares-1.72%2026-06-302026-07-20

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC4.5K sharesnew addition2026-06-302026-07-20

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.5K shares0.00%2026-06-302026-07-20

LHX L3HARRIS TECHNOLOGIES INC2.1K shares201.16%2026-06-302026-07-20

TFC TRUIST FINL CORP11.1K shares0.38%2026-06-302026-07-20

DE DEERE & CO863 shares0.00%2026-06-302026-07-20

ASTRAZENECA PLC ASTRAZENECA PLC2.8K shares2.52%2026-06-302026-07-20

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY1.3K shares0.00%2026-06-302026-07-20

CISCO SYS INC CISCO SYS INC4.4K shares0.00%2026-06-302026-07-20

SOUTHERN CO SOUTHERN CO5.3K shares1.97%2026-06-302026-07-20

CACI CACI INTL INC1.1K shares0.00%2026-06-302026-07-20

MSI MOTOROLA SOLUTIONS INC1.2K shares0.00%2026-06-302026-07-20

ORLY OREILLY AUTOMOTIVE INC5.2K shares2.17%2026-06-302026-07-20

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V1.7K shares-1.92%2026-06-302026-07-20

DHR DANAHER CORP DEL2.5K shares0.00%2026-06-302026-07-20

Sponsored

GLW CORNING INC1.7K shares0.00%2026-06-302026-07-20

DGX QUEST DIAGNOSTICS INC2.1K shares2.34%2026-06-302026-07-20

C CITIGROUP INC3.0K shares0.07%2026-06-302026-07-20

PEP PEPSICO INC3.1K shares-6.89%2026-06-302026-07-20

MO ALTRIA GROUP INC5.5K shares0.20%2026-06-302026-07-20

CVX CHEVRON CORPORATION2.4K shares0.00%2026-06-302026-07-20

PM PHILIP MORRIS INTL INC2.2K shares0.00%2026-06-302026-07-20

MCD MCDONALDS CORP1.4K shares-1.20%2026-06-302026-07-20

Sponsored

IJH ISHARES TR4.8K shares0.00%2026-06-302026-07-20

XLF SELECT SECTOR SPDR TR6.8K shares-24.12%2026-06-302026-07-20

FV FIRST TR EXCHANGE TRADED FD4.6K sharesnew addition2026-06-302026-07-20

PFE PFIZER INC14.5K shares0.26%2026-06-302026-07-20

GEV GE VERNOVA INC293 shares0.00%2026-06-302026-07-20

ETN EATON CORP PLC794 shares-1.24%2026-06-302026-07-20

INTU INTUIT1.3K shares-1.02%2026-06-302026-07-20

FDN FIRST TR EXCHANGE-TRADED FD1.2K shares0.00%2026-06-302026-07-20

Sponsored

MPC MARATHON PETE CORP1.3K shares0.08%2026-06-302026-07-20

BUD ANHEUSER BUSCH INBEV SA NV3.7K shares23.69%2026-06-302026-07-20

GD GENERAL DYNAMICS CORP854 shares-2.06%2026-06-302026-07-20

NEXTERA ENERGY INC NEXTERA ENERGY INC3.4K shares0.00%2026-06-302026-07-20

FVD FIRST TR EXCHANGE-TRADED FD6.2K shares0.00%2026-06-302026-07-20

VOO VANGUARD INDEX FDS418 shares0.00%2026-06-302026-07-20

WASTE MGMT INC DEL WASTE MGMT INC DEL1.3K shares0.00%2026-06-302026-07-20

MMC MARSH & MCLENNAN COS INC1.6K shares0.00%2026-06-302026-07-20

Sponsored

AZO AUTOZONE INC85 shares0.00%2026-06-302026-07-20

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.2K shares-2.18%2026-06-302026-07-20

IBDW ISHARES TR12.7K shares0.00%2026-06-302026-07-20

PTC PTC INC2.3K shares-4.99%2026-06-302026-07-20

KMI KINDER MORGAN INC DEL7.8K shares-3.13%2026-06-302026-07-20

ENB ENBRIDGE INC4.4K shares-1.17%2026-06-302026-07-20

PPL CORP PPL CORP6.3K shares0.00%2026-06-302026-07-20

WFC WELLS FARGO & CO2.8K shares-3.42%2026-06-302026-07-20

Sponsored

SSUS STRATEGY SHS4.1K sharesnew addition2026-06-302026-07-20

HONEYWELL INTL INC HONEYWELL INTL INC1.0K sharesnew addition2026-06-302026-07-20

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.0K sharesnew addition2026-06-302026-07-20

RPG INVESCO EXCHANGE TRADED FD T3.5K sharesnew addition2026-06-302026-07-20

RTX CORPORATION RTX CORPORATION1.2K shares-2.44%2026-06-302026-07-20

BP BP PLC5.9K shares0.03%2026-06-302026-07-20

KBWB INVESCO EXCH TRADED FD TR II2.3K sharesnew addition2026-06-302026-07-20

RKLB ROCKET LAB CORP2.0K sharesnew addition2026-06-302026-07-20

Sponsored

BKNG BOOKING HOLDINGS INC1.1K shares1539.13%2026-06-302026-07-20

OEF ISHARES TR550 sharesnew addition2026-06-302026-07-20

DGRO

ISHARES TR

2.06%

Shares1.2M

Event2026-06-30

Filed2026-07-20

MGK

VANGUARD WORLD FD

402.96%

Shares817.9K

Event2026-06-30

Filed2026-07-20

XSMO

INVESCO EXCHANGE TRADED FD T

1.38%

Shares527.4K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

1.48%

Shares65.1K

Event2026-06-30

Filed2026-07-20

XLK

SELECT SECTOR SPDR TR

-1.06%

Shares197.5K

Event2026-06-30

Filed2026-07-20

IBDR

ISHARES TR

2.10%

Shares1.5M

Event2026-06-30

Filed2026-07-20

IBDS

ISHARES TR

2.48%

Shares1.5M

Event2026-06-30

Filed2026-07-20

IBDU

ISHARES TR

2.74%

Shares1.6M

Event2026-06-30

Filed2026-07-20

IBDV

ISHARES TR

2.59%

Shares1.6M

Event2026-06-30

Filed2026-07-20

IBDT

ISHARES TR

2.79%

Shares1.4M

Event2026-06-30

Filed2026-07-20

VGT

VANGUARD WORLD FD

687.37%

Shares271.5K

Event2026-06-30

Filed2026-07-20

IDMO

INVESCO EXCH TRADED FD TR II

2.98%

Shares470.4K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

311.25%

Shares318.4K

Event2026-06-30

Filed2026-07-20

FTCS

FIRST TR EXCHANGE-TRADED FD

1.33%

Shares229.7K

Event2026-06-30

Filed2026-07-20

GSLC

GOLDMAN SACHS ETF TR

1.49%

Shares129.7K

Event2026-06-30

Filed2026-07-20

QQEW

FIRST TR EXCHANGE-TRADED FD

1.30%

Shares107.8K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

-3.51%

Shares56.9K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

-0.33%

Shares29.4K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

-0.26%

Shares33.8K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

0.35%

Shares16.2K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-5.31%

Shares12.0K

Event2026-06-30

Filed2026-07-20

MRVL

MARVELL TECHNOLOGY INC

-2.60%

Shares16.5K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.57%

Shares9.1K

Event2026-06-30

Filed2026-07-20

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares16.9K

Event2026-06-30

Filed2026-07-20

ISHARES TR

-3.13%

Shares4.6K

Event2026-06-30

Filed2026-07-20

QUANTA SVCS INC

-0.22%

Shares4.5K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

0.05%

Shares13.0K

Event2026-06-30

Filed2026-07-20

ADI

ANALOG DEVICES INC

-0.51%

Shares6.9K

Event2026-06-30

Filed2026-07-20

MCK

MCKESSON CORP

-0.06%

Shares3.5K

Event2026-06-30

Filed2026-07-20

DOMINION ENERGY INC

-0.21%

Shares37.3K

Event2026-06-30

Filed2026-07-20

BAC

BANK OF AMER CORP

27.17%

Shares43.7K

Event2026-06-30

Filed2026-07-20

COR

CENCORA INC

-1.81%

Shares8.0K

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

-0.06%

Shares1.8K

Event2026-06-30

Filed2026-07-20

ANET

ARISTA NETWORKS INC

2.34%

Shares12.7K

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS

0.41%

Shares6.7K

Event2026-06-30

Filed2026-07-20

GE AEROSPACE

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

-0.33%

Shares6.4K

Event2026-06-30

Filed2026-07-20

ORACLE CORP

2.36%

Shares10.8K

Event2026-06-30

Filed2026-07-20

CSX

CSX CORP

0.57%

Shares33.3K

Event2026-06-30

Filed2026-07-20

GOLDMAN SACHS GROUP INC

-0.41%

Shares1.5K

Event2026-06-30

Filed2026-07-20

HWM

HOWMET AEROSPACE INC

-3.76%

Shares5.3K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

-13.00%

Shares9.6K

Event2026-06-30

Filed2026-07-20

AXP

AMERICAN EXPRESS CO

1.09%

Shares3.9K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

0.43%

Shares1.4K

Event2026-06-30

Filed2026-07-20

MASTERCARD INCORPORATED

0.90%

Shares2.5K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

-2.51%

Shares3.4K

Event2026-06-30

Filed2026-07-20

TXN

TEXAS INSTRS INC

0.79%

Shares4.1K

Event2026-06-30

Filed2026-07-20

BLACKSTONE INC

1.28%

Shares10.2K

Event2026-06-30

Filed2026-07-20

HCA

HCA HEALTHCARE INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-20

COF

CAPITAL ONE FINL CORP

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC

-0.79%

Shares9.2K

Event2026-06-30

Filed2026-07-20

TMUS

T-MOBILE US INC

0.99%

Shares7.0K

Event2026-06-30

Filed2026-07-20

CHUBB LIMITED

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

1.09%

Shares2.0K

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

2.24%

Shares16.1K

Event2026-06-30

Filed2026-07-20

EDOW

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares26.0K

Event2026-06-30

Filed2026-07-20

XLV

SELECT SECTOR SPDR TR

-5.30%

Shares7.2K

Event2026-06-30

Filed2026-07-20

AFL

AFLAC INC

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-20

GLD

SPDR GOLD TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-20

TRANE TECHNOLOGIES PLC

3.07%

Shares2.2K

Event2026-06-30

Filed2026-07-20

LOW

LOWES COS INC

-8.56%

Shares4.8K

Event2026-06-30

Filed2026-07-20

AMERIPRISE FINL INC

1.61%

Shares2.3K

Event2026-06-30

Filed2026-07-20

EXXON MOBIL CORP

0.50%

Shares6.8K

Event2026-06-30

Filed2026-07-20

DUK

DUKE ENERGY CORP NEW

-1.66%

Shares7.3K

Event2026-06-30

Filed2026-07-20

VISA INC

-2.29%

Shares2.6K

Event2026-06-30

Filed2026-07-20

TOL

TOLL BROTHERS INC

1.08%

Shares5.4K

Event2026-06-30

Filed2026-07-20

SHEL

SHELL PLC

0.88%

Shares10.9K

Event2026-06-30

Filed2026-07-20

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-20

QSR

RESTAURANT BRANDS INTL INC

45.94%

Shares11.1K

Event2026-06-30

Filed2026-07-20

KIM

KIMCO REALTY CORP

1.19%

Shares30.7K

Event2026-06-30

Filed2026-07-20

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-20

SRE

SEMPRA

New

Shares7.9K

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES

-22.04%

Shares8.0K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

-2.81%

Shares2.2K

Event2026-06-30

Filed2026-07-20

NSC

NORFOLK SOUTHN CORP

0.13%

Shares2.3K

Event2026-06-30

Filed2026-07-20

COCA COLA CO

8.04%

Shares8.1K

Event2026-06-30

Filed2026-07-20

PSX

PHILLIPS 66

1.44%

Shares3.9K

Event2026-06-30

Filed2026-07-20

QCOM

QUALCOMM INC

-9.55%

Shares3.4K

Event2026-06-30

Filed2026-07-20

KROGER CO

1.13%

Shares11.4K

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC

-1.72%

Shares1.8K

Event2026-06-30

Filed2026-07-20

DUPONT DE NEMOURS INC

New

Shares4.5K

Event2026-06-30

Filed2026-07-20

UNITEDHEALTH GROUP INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

LHX

L3HARRIS TECHNOLOGIES INC

201.16%

Shares2.1K

Event2026-06-30

Filed2026-07-20

TFC

TRUIST FINL CORP

0.38%

Shares11.1K

Event2026-06-30

Filed2026-07-20

DEERE & CO

0.00%

Shares863

Event2026-06-30

Filed2026-07-20

ASTRAZENECA PLC

2.52%

Shares2.8K

Event2026-06-30

Filed2026-07-20

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-20

SOUTHERN CO

1.97%

Shares5.3K

Event2026-06-30

Filed2026-07-20

CACI

CACI INTL INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-20

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

ORLY

OREILLY AUTOMOTIVE INC

2.17%

Shares5.2K

Event2026-06-30

Filed2026-07-20

NXP SEMICONDUCTORS N V

-1.92%

Shares1.7K

Event2026-06-30

Filed2026-07-20

DHR

DANAHER CORP DEL

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-20

GLW

CORNING INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-20

DGX

QUEST DIAGNOSTICS INC

2.34%

Shares2.1K

Event2026-06-30

Filed2026-07-20

CITIGROUP INC

0.07%

Shares3.0K

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC

-6.89%

Shares3.1K

Event2026-06-30

Filed2026-07-20

ALTRIA GROUP INC

0.20%

Shares5.5K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-20

PHILIP MORRIS INTL INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-20

MCD

MCDONALDS CORP

-1.20%

Shares1.4K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-20

XLF

SELECT SECTOR SPDR TR

-24.12%

Shares6.8K

Event2026-06-30

Filed2026-07-20

FIRST TR EXCHANGE TRADED FD

New

Shares4.6K

Event2026-06-30

Filed2026-07-20

PFE

PFIZER INC

0.26%

Shares14.5K

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC

0.00%

Shares293

Event2026-06-30

Filed2026-07-20

ETN

EATON CORP PLC

-1.24%

Shares794

Event2026-06-30

Filed2026-07-20

INTU

INTUIT

-1.02%

Shares1.3K

Event2026-06-30

Filed2026-07-20

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

MPC

MARATHON PETE CORP

0.08%

Shares1.3K

Event2026-06-30

Filed2026-07-20

BUD

ANHEUSER BUSCH INBEV SA NV

23.69%

Shares3.7K

Event2026-06-30

Filed2026-07-20

GENERAL DYNAMICS CORP

-2.06%

Shares854

Event2026-06-30

Filed2026-07-20

NEXTERA ENERGY INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-20

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

0.00%

Shares418

Event2026-06-30

Filed2026-07-20

WASTE MGMT INC DEL

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-20

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-20

AZO

AUTOZONE INC

0.00%

Shares85

Event2026-06-30

Filed2026-07-20

ACCENTURE PLC IRELAND

-2.18%

Shares2.2K

Event2026-06-30

Filed2026-07-20

IBDW

ISHARES TR

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-20

PTC

PTC INC

-4.99%

Shares2.3K

Event2026-06-30

Filed2026-07-20

KMI

KINDER MORGAN INC DEL

-3.13%

Shares7.8K

Event2026-06-30

Filed2026-07-20

ENB

ENBRIDGE INC

-1.17%

Shares4.4K

Event2026-06-30

Filed2026-07-20

PPL CORP

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO

-3.42%

Shares2.8K

Event2026-06-30

Filed2026-07-20

SSUS

STRATEGY SHS

New

Shares4.1K

Event2026-06-30

Filed2026-07-20

HONEYWELL INTL INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-20

HONEYWELL AEROSPACE INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-20

RPG

INVESCO EXCHANGE TRADED FD T

New

Shares3.5K

Event2026-06-30

Filed2026-07-20

RTX CORPORATION

-2.44%

Shares1.2K

Event2026-06-30

Filed2026-07-20

BP PLC

0.03%

Shares5.9K

Event2026-06-30

Filed2026-07-20

KBWB

INVESCO EXCH TRADED FD TR II

New

Shares2.3K

Event2026-06-30

Filed2026-07-20

RKLB

ROCKET LAB CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-20

BKNG

BOOKING HOLDINGS INC

1539.13%

Shares1.1K

Event2026-06-30

Filed2026-07-20

OEF

ISHARES TR

New

Shares550

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available