Sponsored

The Analysis of Green Ridge Wealth Planning LLC's Holdings & P&L

Currently, Green Ridge Wealth Planning LLC holds 93 types of securities in its portfolio with a total value $237.7M. In the most recent quarter, they have increased their positions in SCHA (+110.3K shares, valued at $4.0M), ACYN (+145.0K shares, valued at $3.0M), VEA (+24.4K shares, valued at $1.7M); decreased their positions in SOXX (-4.1K shares, valued at $2.6M), IAU (-19.2K shares, valued at $1.5M), QUAL (-6.0K shares, valued at $1.3M); initiated new positions in SCHA (+110.3K shares, valued at $4.0M), ACYN (+145.0K shares, valued at $3.0M), REMX (+14.4K shares, valued at $1.3M).

1M P&L

+2.2M+1.05%

3M P&L

+10.8M+5.47%

HY P&L

+19.4M+10.21%

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/A170.0M

76.3%

2Semiconductors11.2M

5.0%

3Internet Content & Information9.7M

4.3%

Top Industries by Stock Count

1N/A39 stocks

53.4%

2Semiconductors3 stocks

4.1%

3Software - Infrastructure3 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR38.1K shares3.29%2026-06-302026-07-08

VEA VANGUARD TAX-MANAGED FDS271.9K shares9.88%2026-06-302026-07-08

SPMO INVESCO EXCH TRADED FD TR II110.0K shares4.92%2026-06-302026-07-08

XLG INVESCO EXCHANGE TRADED FD T228.7K shares2.93%2026-06-302026-07-08

IOO ISHARES TR93.1K shares10.18%2026-06-302026-07-08

IDEV ISHARES TR134.9K shares10.30%2026-06-302026-07-08

PVAL PUTNAM ETF TRUST206.5K shares16.35%2026-06-302026-07-08

AAPL APPLE INC32.1K shares-5.41%2026-06-302026-07-08

Sponsored

QUAL ISHARES TR35.5K shares-14.36%2026-06-302026-07-08

GOOGL ALPHABET INC20.2K shares-2.06%2026-06-302026-07-08

AMD ADVANCED MICRO DEVICES INC10.2K shares-4.03%2026-06-302026-07-08

AMZN AMAZON COM INC24.8K shares-1.33%2026-06-302026-07-08

SOXX ISHARES TR9.0K shares-31.05%2026-06-302026-07-08

NVDA NVIDIA CORPORATION24.1K shares0.65%2026-06-302026-07-08

AIQ GLOBAL X FDS70.1K shares-6.45%2026-06-302026-07-08

MSFT MICROSOFT CORP11.1K shares4.58%2026-06-302026-07-08

Sponsored

PPA INVESCO EXCHANGE TRADED FD T22.8K shares-21.82%2026-06-302026-07-08

VWO VANGUARD INTL EQUITY INDEX F67.5K shares46.16%2026-06-302026-07-08

SCHA SCHWAB STRATEGIC TR110.3K sharesnew addition2026-06-302026-07-08

AVDV AMERICAN CENTY ETF TR32.7K shares56.22%2026-06-302026-07-08

OILK PROSHARES TR65.6K shares18.87%2026-06-302026-07-08

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.1K shares14.11%2026-06-302026-07-08

ACYN FIRST TR EXCHANGE-TRADED FD145.0K sharesnew addition2026-06-302026-07-08

ICLO INVESCO ACTIVELY MANAGED EXC116.3K shares14.41%2026-06-302026-07-08

Sponsored

GOOG ALPHABET INC7.0K shares-0.03%2026-06-302026-07-08

VOO VANGUARD INDEX FDS3.4K shares-0.36%2026-06-302026-07-08

TSLA TESLA INC4.6K shares-0.45%2026-06-302026-07-08

META PLATFORMS INC META PLATFORMS INC3.4K shares8.53%2026-06-302026-07-08

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.7K shares-1.86%2026-06-302026-07-08

UPS UNITED PARCEL SVCS INC14.3K shares-0.03%2026-06-302026-07-08

XLC SELECT SECTOR SPDR TR12.8K shares-33.78%2026-06-302026-07-08

PCMM BONDBLOXX ETF TRUST26.1K shares165.99%2026-06-302026-07-08

Sponsored

REMX VANECK ETF TRUST14.4K sharesnew addition2026-06-302026-07-08

ISHARES TR ISHARES TR1.4K shares0.00%2026-06-302026-07-08

LLY ELI LILLY & CO896 shares0.00%2026-06-302026-07-08

IAU ISHARES GOLD TR11.5K shares-62.48%2026-06-302026-07-08

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.1K shares-0.09%2026-06-302026-07-08

BROADCOM INC BROADCOM INC2.0K shares-1.06%2026-06-302026-07-08

VYM VANGUARD WHITEHALL FDS4.5K shares0.00%2026-06-302026-07-08

JNJ JOHNSON & JOHNSON2.8K shares-0.39%2026-06-302026-07-08

Sponsored

CISCO SYS INC CISCO SYS INC5.9K shares-11.54%2026-06-302026-07-08

VONG VANGUARD SCOTTSDALE FDS5.4K shares-0.80%2026-06-302026-07-08

MRK MERCK & CO INC5.0K shares-6.00%2026-06-302026-07-08

XLK SELECT SECTOR SPDR TR3.1K shares3.80%2026-06-302026-07-08

PANW PALO ALTO NETWORKS INC1.7K shares0.06%2026-06-302026-07-08

BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2026-06-302026-07-08

NETFLIX INC. NETFLIX INC.7.4K shares-0.74%2026-06-302026-07-08

IBM INTERNATIONAL BUSINESS MACHS1.9K shares-0.11%2026-06-302026-07-08

Sponsored

ABBVIE INC ABBVIE INC1.9K shares-0.11%2026-06-302026-07-08

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares0.00%2026-06-302026-07-08

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION502 shares0.00%2026-06-302026-07-08

APPLIED MATLS INC APPLIED MATLS INC640 shares-1.99%2026-06-302026-07-08

WMT WALMART INC4.0K shares-11.01%2026-06-302026-07-08

WASTE MGMT INC DEL WASTE MGMT INC DEL1.9K shares-0.57%2026-06-302026-07-08

QCOM QUALCOMM INC2.3K shares-3.61%2026-06-302026-07-08

TEMA ETF TRUST TEMA ETF TRUST14.1K sharesnew addition2026-06-302026-07-08

Sponsored

HD HOME DEPOT INC1.2K shares-13.45%2026-06-302026-07-08

ORACLE CORP ORACLE CORP2.8K shares-11.81%2026-06-302026-07-08

CRM SALESFORCE INC2.7K shares-19.37%2026-06-302026-07-08

AXP AMERICAN EXPRESS CO1.2K shares-0.08%2026-06-302026-07-08

EFA ISHARES TR3.8K shares-57.06%2026-06-302026-07-08

COF CAPITAL ONE FINL CORP1.8K shares0.00%2026-06-302026-07-08

IJS ISHARES TR2.6K shares0.00%2026-06-302026-07-08

IBB ISHARES TR1.8K shares0.00%2026-06-302026-07-08

Sponsored

VV VANGUARD INDEX FDS960 shares0.00%2026-06-302026-07-08

IJH ISHARES TR4.0K shares0.00%2026-06-302026-07-08

SBUX STARBUCKS CORP3.1K shares-0.81%2026-06-302026-07-08

SPDR SERIES TRUST SPDR SERIES TRUST3.4K shares-15.60%2026-06-302026-07-08

VUG VANGUARD INDEX FDS3.4K sharesnew addition2026-06-302026-07-08

MASTERCARD INCORPORATED MASTERCARD INCORPORATED573 shares-0.17%2026-06-302026-07-08

ABNB AIRBNB INC1.9K shares0.00%2026-06-302026-07-08

VISA INC VISA INC779 shares0.00%2026-06-302026-07-08

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC2.9K shares-0.17%2026-06-302026-07-08

IVW ISHARES TR1.8K shares0.00%2026-06-302026-07-08

BLK BLACKROCK INC258 shares-1.90%2026-06-302026-07-08

DVY ISHARES TR1.6K shares0.00%2026-06-302026-07-08

IWF ISHARES TR2.0K shares300.00%2026-06-302026-07-08

PEG PUBLIC SVC ENTERPRISE GROUP3.0K shares7.10%2026-06-302026-07-08

APPLOVIN CORP APPLOVIN CORP468 shares-9.83%2026-06-302026-07-08

LRCX LAM RESEARCH CORP551 sharesnew addition2026-06-302026-07-08

Sponsored

FDX FEDEX CORP757 shares-3.20%2026-06-302026-07-08

PSX PHILLIPS 661.4K shares0.00%2026-06-302026-07-08

FDN FIRST TR EXCHANGE-TRADED FD858 shares0.00%2026-06-302026-07-08

ADP AUTOMATIC DATA PROCESSING IN1.0K shares-6.54%2026-06-302026-07-08

VEU VANGUARD INTL EQUITY INDEX F2.6K sharesnew addition2026-06-302026-07-08

ASML ASML HLDG NV106 sharesnew addition2026-06-302026-07-08

ED CONSOLIDATED EDISON INC1.9K shares-0.11%2026-06-302026-07-08

FSLR FIRST SOLAR INC850 sharesnew addition2026-06-302026-07-08

Sponsored

CORZ CORE SCIENTIFIC INC NEW7.8K shares-36.77%2026-06-302026-07-08

QYLD GLOBAL X FDS10.1K shares-1.47%2026-06-302026-07-08

NMZ NUVEEN MUN HIGH INCOME OPPOR13.9K sharesnew addition2026-06-302026-07-08

MUJ BLACKROCK MUNIHLDGS NJ QLTY11.1K shares0.00%2026-06-302026-07-08

ACTU ACTUATE THERAPEUTICS INC10.0K sharesnew addition2026-06-302026-07-08

QQQ

INVESCO QQQ TR

3.29%

Shares38.1K

Event2026-06-30

Filed2026-07-08

VEA

VANGUARD TAX-MANAGED FDS

9.88%

Shares271.9K

Event2026-06-30

Filed2026-07-08

SPMO

INVESCO EXCH TRADED FD TR II

4.92%

Shares110.0K

Event2026-06-30

Filed2026-07-08

XLG

INVESCO EXCHANGE TRADED FD T

2.93%

Shares228.7K

Event2026-06-30

Filed2026-07-08

IOO

ISHARES TR

10.18%

Shares93.1K

Event2026-06-30

Filed2026-07-08

IDEV

ISHARES TR

10.30%

Shares134.9K

Event2026-06-30

Filed2026-07-08

PVAL

PUTNAM ETF TRUST

16.35%

Shares206.5K

Event2026-06-30

Filed2026-07-08

AAPL

APPLE INC

-5.41%

Shares32.1K

Event2026-06-30

Filed2026-07-08

QUAL

ISHARES TR

-14.36%

Shares35.5K

Event2026-06-30

Filed2026-07-08

GOOGL

ALPHABET INC

-2.06%

Shares20.2K

Event2026-06-30

Filed2026-07-08

AMD

ADVANCED MICRO DEVICES INC

-4.03%

Shares10.2K

Event2026-06-30

Filed2026-07-08

AMZN

AMAZON COM INC

-1.33%

Shares24.8K

Event2026-06-30

Filed2026-07-08

SOXX

ISHARES TR

-31.05%

Shares9.0K

Event2026-06-30

Filed2026-07-08

NVDA

NVIDIA CORPORATION

0.65%

Shares24.1K

Event2026-06-30

Filed2026-07-08

AIQ

GLOBAL X FDS

-6.45%

Shares70.1K

Event2026-06-30

Filed2026-07-08

MSFT

MICROSOFT CORP

4.58%

Shares11.1K

Event2026-06-30

Filed2026-07-08

PPA

INVESCO EXCHANGE TRADED FD T

-21.82%

Shares22.8K

Event2026-06-30

Filed2026-07-08

VWO

VANGUARD INTL EQUITY INDEX F

46.16%

Shares67.5K

Event2026-06-30

Filed2026-07-08

SCHA

SCHWAB STRATEGIC TR

New

Shares110.3K

Event2026-06-30

Filed2026-07-08

AVDV

AMERICAN CENTY ETF TR

56.22%

Shares32.7K

Event2026-06-30

Filed2026-07-08

OILK

PROSHARES TR

18.87%

Shares65.6K

Event2026-06-30

Filed2026-07-08

STATE STR SPDR S&P 500 ETF T

14.11%

Shares4.1K

Event2026-06-30

Filed2026-07-08

ACYN

FIRST TR EXCHANGE-TRADED FD

New

Shares145.0K

Event2026-06-30

Filed2026-07-08

ICLO

INVESCO ACTIVELY MANAGED EXC

14.41%

Shares116.3K

Event2026-06-30

Filed2026-07-08

GOOG

ALPHABET INC

-0.03%

Shares7.0K

Event2026-06-30

Filed2026-07-08

VOO

VANGUARD INDEX FDS

-0.36%

Shares3.4K

Event2026-06-30

Filed2026-07-08

TSLA

TESLA INC

-0.45%

Shares4.6K

Event2026-06-30

Filed2026-07-08

META PLATFORMS INC

8.53%

Shares3.4K

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO

-1.86%

Shares4.7K

Event2026-06-30

Filed2026-07-08

UPS

UNITED PARCEL SVCS INC

-0.03%

Shares14.3K

Event2026-06-30

Filed2026-07-08

XLC

SELECT SECTOR SPDR TR

-33.78%

Shares12.8K

Event2026-06-30

Filed2026-07-08

PCMM

BONDBLOXX ETF TRUST

165.99%

Shares26.1K

Event2026-06-30

Filed2026-07-08

REMX

VANECK ETF TRUST

New

Shares14.4K

Event2026-06-30

Filed2026-07-08

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-08

LLY

ELI LILLY & CO

0.00%

Shares896

Event2026-06-30

Filed2026-07-08

IAU

ISHARES GOLD TR

-62.48%

Shares11.5K

Event2026-06-30

Filed2026-07-08

CROWDSTRIKE HLDGS INC

-0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-08

BROADCOM INC

-1.06%

Shares2.0K

Event2026-06-30

Filed2026-07-08

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-08

JNJ

JOHNSON & JOHNSON

-0.39%

Shares2.8K

Event2026-06-30

Filed2026-07-08

CISCO SYS INC

-11.54%

Shares5.9K

Event2026-06-30

Filed2026-07-08

VONG

VANGUARD SCOTTSDALE FDS

-0.80%

Shares5.4K

Event2026-06-30

Filed2026-07-08

MRK

MERCK & CO INC

-6.00%

Shares5.0K

Event2026-06-30

Filed2026-07-08

XLK

SELECT SECTOR SPDR TR

3.80%

Shares3.1K

Event2026-06-30

Filed2026-07-08

PANW

PALO ALTO NETWORKS INC

0.06%

Shares1.7K

Event2026-06-30

Filed2026-07-08

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-08

NETFLIX INC.

-0.74%

Shares7.4K

Event2026-06-30

Filed2026-07-08

IBM

INTERNATIONAL BUSINESS MACHS

-0.11%

Shares1.9K

Event2026-06-30

Filed2026-07-08

ABBVIE INC

-0.11%

Shares1.9K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

COSTCO WHOLESALE CORPORATION

0.00%

Shares502

Event2026-06-30

Filed2026-07-08

APPLIED MATLS INC

-1.99%

Shares640

Event2026-06-30

Filed2026-07-08

WMT

WALMART INC

-11.01%

Shares4.0K

Event2026-06-30

Filed2026-07-08

WASTE MGMT INC DEL

-0.57%

Shares1.9K

Event2026-06-30

Filed2026-07-08

QCOM

QUALCOMM INC

-3.61%

Shares2.3K

Event2026-06-30

Filed2026-07-08

TEMA ETF TRUST

New

Shares14.1K

Event2026-06-30

Filed2026-07-08

HOME DEPOT INC

-13.45%

Shares1.2K

Event2026-06-30

Filed2026-07-08

ORACLE CORP

-11.81%

Shares2.8K

Event2026-06-30

Filed2026-07-08

CRM

SALESFORCE INC

-19.37%

Shares2.7K

Event2026-06-30

Filed2026-07-08

AXP

AMERICAN EXPRESS CO

-0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-08

EFA

ISHARES TR

-57.06%

Shares3.8K

Event2026-06-30

Filed2026-07-08

COF

CAPITAL ONE FINL CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-08

IJS

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-08

IBB

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

0.00%

Shares960

Event2026-06-30

Filed2026-07-08

IJH

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-08

SBUX

STARBUCKS CORP

-0.81%

Shares3.1K

Event2026-06-30

Filed2026-07-08

SPDR SERIES TRUST

-15.60%

Shares3.4K

Event2026-06-30

Filed2026-07-08

VUG

VANGUARD INDEX FDS

New

Shares3.4K

Event2026-06-30

Filed2026-07-08

MASTERCARD INCORPORATED

-0.17%

Shares573

Event2026-06-30

Filed2026-07-08

ABNB

AIRBNB INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-08

VISA INC

0.00%

Shares779

Event2026-06-30

Filed2026-07-08

NEXTERA ENERGY INC

-0.17%

Shares2.9K

Event2026-06-30

Filed2026-07-08

IVW

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-08

BLK

BLACKROCK INC

-1.90%

Shares258

Event2026-06-30

Filed2026-07-08

DVY

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-08

IWF

ISHARES TR

300.00%

Shares2.0K

Event2026-06-30

Filed2026-07-08

PEG

PUBLIC SVC ENTERPRISE GROUP

7.10%

Shares3.0K

Event2026-06-30

Filed2026-07-08

APPLOVIN CORP

-9.83%

Shares468

Event2026-06-30

Filed2026-07-08

LRCX

LAM RESEARCH CORP

New

Shares551

Event2026-06-30

Filed2026-07-08

FDX

FEDEX CORP

-3.20%

Shares757

Event2026-06-30

Filed2026-07-08

PSX

PHILLIPS 66

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-08

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares858

Event2026-06-30

Filed2026-07-08

ADP

AUTOMATIC DATA PROCESSING IN

-6.54%

Shares1.0K

Event2026-06-30

Filed2026-07-08

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares2.6K

Event2026-06-30

Filed2026-07-08

ASML

ASML HLDG NV

New

Shares106

Event2026-06-30

Filed2026-07-08

CONSOLIDATED EDISON INC

-0.11%

Shares1.9K

Event2026-06-30

Filed2026-07-08

FSLR

FIRST SOLAR INC

New

Shares850

Event2026-06-30

Filed2026-07-08

CORZ

CORE SCIENTIFIC INC NEW

-36.77%

Shares7.8K

Event2026-06-30

Filed2026-07-08

QYLD

GLOBAL X FDS

-1.47%

Shares10.1K

Event2026-06-30

Filed2026-07-08

NMZ

NUVEEN MUN HIGH INCOME OPPOR

New

Shares13.9K

Event2026-06-30

Filed2026-07-08

MUJ

BLACKROCK MUNIHLDGS NJ QLTY

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-08

ACTU

ACTUATE THERAPEUTICS INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION200 sharesnew addition2026-06-302026-07-08

NVDA Put

NVIDIA CORPORATION

New

Shares200

Event2026-06-30

Filed2026-07-08