The Analysis of Guardian Partners Inc.'s Holdings & P&L


Currently, Guardian Partners Inc. holds 391 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in VOO (+28.6K shares, valued at $19.7M), HEDJ (+100.3K shares, valued at $5.7M), XLI (+20.4K shares, valued at $3.8M); decreased their positions in RY (-85.7K shares, valued at $17.7M), TD (-94.2K shares, valued at $11.5M), BMO (-64.4K shares, valued at $11.4M); initiated new positions in VOO (+28.6K shares, valued at $19.7M), HEDJ (+100.3K shares, valued at $5.7M), XLI (+20.4K shares, valued at $3.8M).


1M P&L
+11.5M+1.15%
3M P&L
+57.1M+5.99%
HY P&L
+115.2M+12.87%

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

1Banks - Diversified334.9M
33.9%
2N/A59.3M
6.0%
3Utilities - Regulated Electric54.1M
5.5%

Top Industries by Stock Count

1N/A75 stocks
22.4%
2Software - Application13 stocks
3.9%
3Banks - Diversified11 stocks
3.3%
Stock Holdings
RY
ROYAL BK CDA
-17.02%
Shares418.1K
Event2026-06-30
Filed2026-07-29
TD
TORONTO DOMINION BK ONT
-13.41%
Shares608.6K
Event2026-06-30
Filed2026-07-29
BMO
BANK MONTREAL MEDIUM
-17.49%
Shares303.8K
Event2026-06-30
Filed2026-07-29
BNS
BANK NOVA SCOTIA B C
-13.52%
Shares547.0K
Event2026-06-30
Filed2026-07-29
CM
CANADIAN IMPERIAL BANK OF CO
-10.18%
Shares338.6K
Event2026-06-30
Filed2026-07-29
ENB
ENBRIDGE INC
-19.03%
Shares666.9K
Event2026-06-30
Filed2026-07-29
CNI
CANADIAN NATL RY CO
-6.33%
Shares234.1K
Event2026-06-30
Filed2026-07-29
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
-11.25%
Shares85.1K
Event2026-06-30
Filed2026-07-29
AAPL
APPLE INC
-14.22%
Shares83.5K
Event2026-06-30
Filed2026-07-29
MSFT
MICROSOFT CORP
-18.86%
Shares58.1K
Event2026-06-30
Filed2026-07-29
JNJ
JOHNSON & JOHNSON
-14.98%
Shares81.7K
Event2026-06-30
Filed2026-07-29
VOO
VANGUARD INDEX FDS
New
Shares28.6K
Event2026-06-30
Filed2026-07-29
BN
BROOKFIELD CORP
-10.56%
Shares455.1K
Event2026-06-30
Filed2026-07-29
GOOGL
ALPHABET INC
-11.79%
Shares50.3K
Event2026-06-30
Filed2026-07-29
ING
ING GROEP N.V.
-20.15%
Shares569.0K
Event2026-06-30
Filed2026-07-29
NTR
NUTRIEN LTD
-24.56%
Shares264.3K
Event2026-06-30
Filed2026-07-29
FTS
FORTIS INC
-6.03%
Shares289.2K
Event2026-06-30
Filed2026-07-29
CNQ
CANADIAN NAT RES LTD MED TER
-24.40%
Shares416.2K
Event2026-06-30
Filed2026-07-29
EMR
EMERSON ELEC CO
-16.52%
Shares110.9K
Event2026-06-30
Filed2026-07-29
IMO
IMPERIAL OIL LTD
-8.90%
Shares141.0K
Event2026-06-30
Filed2026-07-29
BAM
BROOKFIELD ASSET MANAGMT LTD
-3.48%
Shares329.7K
Event2026-06-30
Filed2026-07-29
MGA
MAGNA INTL INC
-3.99%
Shares202.0K
Event2026-06-30
Filed2026-07-29
DUK
DUKE ENERGY CORP NEW
-16.75%
Shares103.5K
Event2026-06-30
Filed2026-07-29
TXN
TEXAS INSTRS INC
-7.31%
Shares43.2K
Event2026-06-30
Filed2026-07-29
MCD
MCDONALDS CORP
-13.41%
Shares47.0K
Event2026-06-30
Filed2026-07-29
SUNCOR ENERGY INC NEW
SUNCOR ENERGY INC NEW
-20.82%
Shares232.7K
Event2026-06-30
Filed2026-07-29
NGG
NATIONAL GRID PLC
-16.28%
Shares143.3K
Event2026-06-30
Filed2026-07-29
RCI
ROGERS COMMUNICATIONS INC
-8.39%
Shares340.0K
Event2026-06-30
Filed2026-07-29
TC ENERGY CORP
TC ENERGY CORP
-12.24%
Shares162.0K
Event2026-06-30
Filed2026-07-29
WMT
WALMART INC
-24.55%
Shares91.5K
Event2026-06-30
Filed2026-07-29
APPLIED MATLS INC
APPLIED MATLS INC
-5.11%
Shares14.3K
Event2026-06-30
Filed2026-07-29
SLF
SUN LIFE FINANCIAL INC.
-12.11%
Shares128.2K
Event2026-06-30
Filed2026-07-29
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-39.62%
Shares21.0K
Event2026-06-30
Filed2026-07-29
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-25.08%
Shares18.5K
Event2026-06-30
Filed2026-07-29
CVX
CHEVRON CORPORATION
-19.16%
Shares57.2K
Event2026-06-30
Filed2026-07-29
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
-2.40%
Shares10.1K
Event2026-06-30
Filed2026-07-29
AXP
AMERICAN EXPRESS CO
1.08%
Shares26.7K
Event2026-06-30
Filed2026-07-29
PBA
PEMBINA PIPELINE CORP
-27.82%
Shares192.6K
Event2026-06-30
Filed2026-07-29
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-1.08%
Shares11.9K
Event2026-06-30
Filed2026-07-29
RTX CORPORATION
RTX CORPORATION
-18.15%
Shares46.5K
Event2026-06-30
Filed2026-07-29
AEM
AGNICO EAGLE MINES LTD
-10.55%
Shares56.8K
Event2026-06-30
Filed2026-07-29
EMA
EMERA INC
-13.80%
Shares160.7K
Event2026-06-30
Filed2026-07-29
MUFG
MITSUBISHI UFJ FINANCIAL GRO
-27.15%
Shares406.7K
Event2026-06-30
Filed2026-07-29
SNY
SANOFI SA
-10.83%
Shares182.0K
Event2026-06-30
Filed2026-07-29
AFL
AFLAC INC
-14.29%
Shares62.2K
Event2026-06-30
Filed2026-07-29
MFC
MANULIFE FINL CORP
-11.31%
Shares174.3K
Event2026-06-30
Filed2026-07-29
SAP
SAP SE
-9.37%
Shares45.6K
Event2026-06-30
Filed2026-07-29
PEP
PEPSICO INC
-18.00%
Shares46.8K
Event2026-06-30
Filed2026-07-29
HEDJ
WISDOMTREE TR
New
Shares100.3K
Event2026-06-30
Filed2026-07-29
SBUX
STARBUCKS CORP
-2.32%
Shares55.8K
Event2026-06-30
Filed2026-07-29
BHP
BHP BILLITON LIMITED
-45.14%
Shares67.0K
Event2026-06-30
Filed2026-07-29
TFII
TFI INTERNATIONAL INC
-4.46%
Shares37.5K
Event2026-06-30
Filed2026-07-29
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
-7.69%
Shares12.2K
Event2026-06-30
Filed2026-07-29
ABCL
ABCELLERA BIOLOGICS INC
-66.64%
Shares596.0K
Event2026-06-30
Filed2026-07-29
LLY
ELI LILLY & CO
-2.91%
Shares3.5K
Event2026-06-30
Filed2026-07-29
GOOG
ALPHABET INC
-1.37%
Shares11.2K
Event2026-06-30
Filed2026-07-29
WFC
WELLS FARGO & CO
-16.60%
Shares46.9K
Event2026-06-30
Filed2026-07-29
ORACLE CORP
ORACLE CORP
-31.43%
Shares25.9K
Event2026-06-30
Filed2026-07-29
XLI
SELECT SECTOR SPDR TR
New
Shares20.4K
Event2026-06-30
Filed2026-07-29
KBWB
INVESCO EXCH TRADED FD TR II
-65.42%
Shares40.6K
Event2026-06-30
Filed2026-07-29
AMZN
AMAZON COM INC
-31.45%
Shares15.8K
Event2026-06-30
Filed2026-07-29
C
CITIGROUP INC
New
Shares26.0K
Event2026-06-30
Filed2026-07-29
AEP
AMERICAN ELEC PWR CO INC
-36.80%
Shares26.5K
Event2026-06-30
Filed2026-07-29
NKE
NIKE INC
-9.39%
Shares86.5K
Event2026-06-30
Filed2026-07-29
TU
TELUS CORPORATION
-22.11%
Shares309.1K
Event2026-06-30
Filed2026-07-29
DIS
DISNEY WALT CO
1.42%
Shares33.5K
Event2026-06-30
Filed2026-07-29
BCE
BCE INC
-5.57%
Shares147.2K
Event2026-06-30
Filed2026-07-29
NVDA
NVIDIA CORPORATION
-24.71%
Shares15.7K
Event2026-06-30
Filed2026-07-29
MDA
MDA SPACE LTD
-33.16%
Shares70.9K
Event2026-06-30
Filed2026-07-29
QCOM
QUALCOMM INC
-36.38%
Shares15.7K
Event2026-06-30
Filed2026-07-29
SCJ
ISHARES INC
New
Shares27.0K
Event2026-06-30
Filed2026-07-29
DFJ
WISDOMTREE TR
New
Shares26.9K
Event2026-06-30
Filed2026-07-29
DHR
DANAHER CORP DEL
-12.45%
Shares13.7K
Event2026-06-30
Filed2026-07-29
PHYS
SPROTT ASSET MANAGEMENT LP
-0.00%
Shares85.3K
Event2026-06-30
Filed2026-07-29
RKLB
ROCKET LAB CORP
56.25%
Shares25.0K
Event2026-06-30
Filed2026-07-29
INDA
ISHARES TR
New
Shares50.0K
Event2026-06-30
Filed2026-07-29
BRK.B
BERKSHIRE HATHAWAY INC DEL
-6.60%
Shares4.9K
Event2026-06-30
Filed2026-07-29
CCJ
CAMECO CORP
-29.01%
Shares23.3K
Event2026-06-30
Filed2026-07-29
NVO
NOVO-NORDISK A S
-24.88%
Shares49.2K
Event2026-06-30
Filed2026-07-29
CME
CME GROUP INC
-46.39%
Shares10.7K
Event2026-06-30
Filed2026-07-29
BKNG
BOOKING HOLDINGS INC
2347.70%
Shares11.7K
Event2026-06-30
Filed2026-07-29
GS
GOLDMAN SACHS GROUP INC
-37.52%
Shares2.0K
Event2026-06-30
Filed2026-07-29
CVE
CENOVUS ENERGY INC
-43.60%
Shares80.2K
Event2026-06-30
Filed2026-07-29
WCN
WASTE CONNECTIONS INC
-23.69%
Shares11.8K
Event2026-06-30
Filed2026-07-29
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares11.1K
Event2026-06-30
Filed2026-07-29
GLW
CORNING INC
-53.63%
Shares7.3K
Event2026-06-30
Filed2026-07-29
PBR
PETROLEO BRASILEIRO S A
66.17%
Shares113.0K
Event2026-06-30
Filed2026-07-29
UL
UNILEVER PLC
-34.05%
Shares29.4K
Event2026-06-30
Filed2026-07-29
TECK
TECK RESOURCES LTD
0.39%
Shares29.6K
Event2026-06-30
Filed2026-07-29
THOMSON REUTERS CORP
THOMSON REUTERS CORP
New
Shares20.1K
Event2026-06-30
Filed2026-07-29
CP
CANADIAN PACIFIC KANSAS CITY
-10.71%
Shares18.3K
Event2026-06-30
Filed2026-07-29
WPM
WHEATON PRECIOUS METALS CORP
-8.48%
Shares13.8K
Event2026-06-30
Filed2026-07-29
INTU
INTUIT
2.39%
Shares5.6K
Event2026-06-30
Filed2026-07-29
BROADCOM INC
BROADCOM INC
-61.58%
Shares3.8K
Event2026-06-30
Filed2026-07-29
PM
PHILIP MORRIS INTL INC
-5.28%
Shares7.0K
Event2026-06-30
Filed2026-07-29
COF
CAPITAL ONE FINL CORP
241.71%
Shares6.3K
Event2026-06-30
Filed2026-07-29
MS
MORGAN STANLEY
-2.42%
Shares6.1K
Event2026-06-30
Filed2026-07-29
SHOP
SHOPIFY INC
-0.79%
Shares10.9K
Event2026-06-30
Filed2026-07-29
NVS
NOVARTIS AG
-1.56%
Shares8.0K
Event2026-06-30
Filed2026-07-29
NDAQ
NASDAQ INC
-52.10%
Shares15.7K
Event2026-06-30
Filed2026-07-29
RKT
ROCKET COS INC
-15.01%
Shares77.6K
Event2026-06-30
Filed2026-07-29
VRSK
VERISK ANALYTICS INC
-2.59%
Shares6.6K
Event2026-06-30
Filed2026-07-29
MRVL
MARVELL TECHNOLOGY INC
New
Shares4.0K
Event2026-06-30
Filed2026-07-29
IAU
ISHARES GOLD TR
0.83%
Shares15.1K
Event2026-06-30
Filed2026-07-29
KWEB
KRANESHARES TRUST
New
Shares46.5K
Event2026-06-30
Filed2026-07-29
CMI
CUMMINS INC
-0.06%
Shares1.6K
Event2026-06-30
Filed2026-07-29
PFE
PFIZER INC
-30.88%
Shares46.8K
Event2026-06-30
Filed2026-07-29
SHY
ISHARES TR
-23.79%
Shares13.6K
Event2026-06-30
Filed2026-07-29
XLV
SELECT SECTOR SPDR TR
0.00%
Shares7.0K
Event2026-06-30
Filed2026-07-29
HLT
HILTON WORLDWIDE HLDGS INC
New
Shares3.5K
Event2026-06-30
Filed2026-07-29
SOFI
SOFI TECHNOLOGIES INC
New
Shares60.0K
Event2026-06-30
Filed2026-07-29
ILMN
ILLUMINA INC
-69.08%
Shares6.0K
Event2026-06-30
Filed2026-07-29
ADP
AUTOMATIC DATA PROCESSING IN
-8.60%
Shares4.7K
Event2026-06-30
Filed2026-07-29
CDNS
CADENCE DESIGN SYSTEM INC
New
Shares2.7K
Event2026-06-30
Filed2026-07-29
MO
ALTRIA GROUP INC
-1.76%
Shares14.0K
Event2026-06-30
Filed2026-07-29
ARM
ARM HOLDINGS PLC
New
Shares2.8K
Event2026-06-30
Filed2026-07-29
KGS
KODIAK GAS SVCS INC
New
Shares13.0K
Event2026-06-30
Filed2026-07-29
BIL
SPDR SERIES TRUST
-6.85%
Shares10.6K
Event2026-06-30
Filed2026-07-29
TAC
TRANSALTA CORP
-8.32%
Shares66.1K
Event2026-06-30
Filed2026-07-29
HD
HOME DEPOT INC
4.55%
Shares2.6K
Event2026-06-30
Filed2026-07-29
UNP
UNION PAC CORP
-2.54%
Shares3.3K
Event2026-06-30
Filed2026-07-29
GIB
CGI INC
-7.27%
Shares13.7K
Event2026-06-30
Filed2026-07-29
RVMD
REVOLUTION MEDICINES INC
New
Shares4.5K
Event2026-06-30
Filed2026-07-29
ISHARES TR
ISHARES TR
1.05%
Shares8.4K
Event2026-06-30
Filed2026-07-29
BKR
BAKER HUGHES COMPANY
New
Shares15.0K
Event2026-06-30
Filed2026-07-29
MP
MP MATERIALS CORP
-1.68%
Shares14.7K
Event2026-06-30
Filed2026-07-29
OKTA
OKTA INC
New
Shares6.0K
Event2026-06-30
Filed2026-07-29
CISCO SYS INC
CISCO SYS INC
-0.01%
Shares6.9K
Event2026-06-30
Filed2026-07-29
IONQ INC
IONQ INC
New
Shares15.0K
Event2026-06-30
Filed2026-07-29
BEPC
BROOKFIELD RENEWABLE CORP
-16.00%
Shares19.8K
Event2026-06-30
Filed2026-07-29
WDAY
WORKDAY INC
New
Shares6.0K
Event2026-06-30
Filed2026-07-29
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-0.05%
Shares2.0K
Event2026-06-30
Filed2026-07-29
OTEX
OPEN TEXT CORP
8.59%
Shares32.4K
Event2026-06-30
Filed2026-07-29
QSR
RESTAURANT BRANDS INTL INC
2.40%
Shares9.7K
Event2026-06-30
Filed2026-07-29
BAC
BANK OF AMER CORP
-21.14%
Shares12.0K
Event2026-06-30
Filed2026-07-29
PG
PROCTER & GAMBLE CO
-4.24%
Shares4.6K
Event2026-06-30
Filed2026-07-29
VISA INC
VISA INC
-10.49%
Shares1.9K
Event2026-06-30
Filed2026-07-29
LQD
ISHARES TR
-0.67%
Shares6.1K
Event2026-06-30
Filed2026-07-29
CL
COLGATE PALMOLIVE CO
-4.03%
Shares7.2K
Event2026-06-30
Filed2026-07-29
META PLATFORMS INC
META PLATFORMS INC
-0.09%
Shares1.1K
Event2026-06-30
Filed2026-07-29
FREEPORT MCMORAN INC
FREEPORT MCMORAN INC
-57.83%
Shares9.3K
Event2026-06-30
Filed2026-07-29
PAM
PAMPA ENERGIA SA
0.00%
Shares7.0K
Event2026-06-30
Filed2026-07-29
BLK
BLACKROCK INC
-0.17%
Shares590
Event2026-06-30
Filed2026-07-29
EFA
ISHARES TR
105.75%
Shares5.3K
Event2026-06-30
Filed2026-07-29
VST
VISTRA CORP
-65.83%
Shares3.4K
Event2026-06-30
Filed2026-07-29
QQQ
INVESCO QQQ TR
50.21%
Shares715
Event2026-06-30
Filed2026-07-29
AQN
ALGONQUIN POWER & UTILITIES
-9.72%
Shares87.7K
Event2026-06-30
Filed2026-07-29
SERVICENOW INC
SERVICENOW INC
-33.56%
Shares5.2K
Event2026-06-30
Filed2026-07-29
PLANET LABS PBC
PLANET LABS PBC
-75.00%
Shares15.0K
Event2026-06-30
Filed2026-07-29
CVS
CVS HEALTH CORP
3.26%
Shares4.6K
Event2026-06-30
Filed2026-07-29
LAMR
LAMAR ADVERTISING CO
-1.93%
Shares3.1K
Event2026-06-30
Filed2026-07-29
MELI
MERCADOLIBRE INC
New
Shares280
Event2026-06-30
Filed2026-07-29
ABCB
AMERIS BANCORP
-8.79%
Shares5.2K
Event2026-06-30
Filed2026-07-29
ELV
ELEVANCE HEALTH INC FORMERLY
-59.26%
Shares1.2K
Event2026-06-30
Filed2026-07-29
ABBVIE INC
ABBVIE INC
-9.71%
Shares1.8K
Event2026-06-30
Filed2026-07-29
HYG
ISHARES TR
-6.02%
Shares5.5K
Event2026-06-30
Filed2026-07-29
SPG
SIMON PPTY GROUP INC NEW
-2.14%
Shares1.9K
Event2026-06-30
Filed2026-07-29
COP
CONOCOPHILLIPS
-0.02%
Shares4.0K
Event2026-06-30
Filed2026-07-29
DRI
DARDEN RESTAURANTS INC
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-29
SNA
SNAP ON INC
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-29
SOBO
SOUTH BOW CORP
-18.84%
Shares11.3K
Event2026-06-30
Filed2026-07-29
PEG
PUBLIC SVC ENTERPRISE GROUP
0.00%
Shares4.9K
Event2026-06-30
Filed2026-07-29
ORI
OLD REP INTL CORP
-1.55%
Shares9.6K
Event2026-06-30
Filed2026-07-29
B
BARRICK MNG CORP
3.23%
Shares10.1K
Event2026-06-30
Filed2026-07-29
TIP
ISHARES TR
-0.03%
Shares3.3K
Event2026-06-30
Filed2026-07-29
ABVX
ABIVAX SA
0.00%
Shares2.7K
Event2026-06-30
Filed2026-07-29
ROP
ROPER TECHNOLOGIES INC
-32.37%
Shares1.1K
Event2026-06-30
Filed2026-07-29
BIPC
BROOKFIELD INFRASTRUCTURE CO
New
Shares9.0K
Event2026-06-30
Filed2026-07-29
FNV
FRANCO NEV CORP
-3.03%
Shares1.6K
Event2026-06-30
Filed2026-07-29
3M CO
3M CO
-0.05%
Shares2.0K
Event2026-06-30
Filed2026-07-29
ICSH
ISHARES TR
-12.09%
Shares6.5K
Event2026-06-30
Filed2026-07-29
GEV
GE VERNOVA INC
-81.66%
Shares281
Event2026-06-30
Filed2026-07-29
MRK
MERCK & CO INC
-80.35%
Shares2.5K
Event2026-06-30
Filed2026-07-29
LQDH
ISHARES U S ETF TR
-0.03%
Shares3.5K
Event2026-06-30
Filed2026-07-29
APH
AMPHENOL CORP
-0.06%
Shares1.7K
Event2026-06-30
Filed2026-07-29
DGRO
ISHARES TR
-0.02%
Shares4.0K
Event2026-06-30
Filed2026-07-29
TRAVELERS COMPANIES INC
TRAVELERS COMPANIES INC
-74.89%
Shares916
Event2026-06-30
Filed2026-07-29
RHP
RYMAN HOSPITALITY PPTYS INC
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-29
DKS
DICKS SPORTING GOODS INC
-23.66%
Shares1.3K
Event2026-06-30
Filed2026-07-29
WAT
WATERS CORP
-0.13%
Shares788
Event2026-06-30
Filed2026-07-29
YUMC
YUM CHINA HLDGS INC
-0.01%
Shares6.9K
Event2026-06-30
Filed2026-07-29
CLS
CELESTICA INC
-6.25%
Shares765
Event2026-06-30
Filed2026-07-29
LRCX
LAM RESEARCH CORP
New
Shares640
Event2026-06-30
Filed2026-07-29
TLT
ISHARES TR
New
Shares3.2K
Event2026-06-30
Filed2026-07-29
WSO
WATSCO INC
-7.63%
Shares654
Event2026-06-30
Filed2026-07-29
XLK
SELECT SECTOR SPDR TR
New
Shares1.4K
Event2026-06-30
Filed2026-07-29
PDS
PRECISION DRILLING CORP
-4.39%
Shares3.2K
Event2026-06-30
Filed2026-07-29
PAYX
PAYCHEX INC
0.00%
Shares2.4K
Event2026-06-30
Filed2026-07-29
IDV
ISHARES TR
New
Shares5.7K
Event2026-06-30
Filed2026-07-29
TSLA
TESLA INC
-51.78%
Shares543
Event2026-06-30
Filed2026-07-29
BBUC
BROOKFIELD BUSINESS CORP
0.00%
Shares7.5K
Event2026-06-30
Filed2026-07-29
ISHARES TR
ISHARES TR
-0.04%
Shares2.3K
Event2026-06-30
Filed2026-07-29
NEM
NEWMONT CORP
-0.03%
Shares2.9K
Event2026-06-30
Filed2026-07-29
UPS
UNITED PARCEL SVCS INC
-4.75%
Shares2.0K
Event2026-06-30
Filed2026-07-29
CGDV
CAPITAL GROUP DIVIDEND VALUE
New
Shares4.4K
Event2026-06-30
Filed2026-07-29
ARES MANAGEMENT CORPORATION
ARES MANAGEMENT CORPORATION
2.54%
Shares1.9K
Event2026-06-30
Filed2026-07-29
MU
MICRON TECHNOLOGY INC
New
Shares175
Event2026-06-30
Filed2026-07-29
HIG
HARTFORD INSURANCE GROUP INC
-0.07%
Shares1.5K
Event2026-06-30
Filed2026-07-29
UGI
UGI CORP NEW
0.00%
Shares5.7K
Event2026-06-30
Filed2026-07-29
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
-93.25%
Shares250
Event2026-06-30
Filed2026-07-29
HBM
HUDBAY MINERALS INC
New
Shares8.0K
Event2026-06-30
Filed2026-07-29
ISHARES TR
ISHARES TR
New
Shares249
Event2026-06-30
Filed2026-07-29
UUUU
ENERGY FUELS INC
-0.01%
Shares12.8K
Event2026-06-30
Filed2026-07-29
T
AT&T INC
14.02%
Shares8.9K
Event2026-06-30
Filed2026-07-29
IWM
ISHARES TR
New
Shares580
Event2026-06-30
Filed2026-07-29
BNY MELLON ETF TRUST II
BNY MELLON ETF TRUST II
New
Shares7.1K
Event2026-06-30
Filed2026-07-29
IBM
INTERNATIONAL BUSINESS MACHS
New
Shares604
Event2026-06-30
Filed2026-07-29
J
JACOBS SOLUTIONS INC
New
Shares1.3K
Event2026-06-30
Filed2026-07-29
RSP
INVESCO EXCHANGE TRADED FD T
New
Shares734
Event2026-06-30
Filed2026-07-29
SLB
SLB LIMITED
New
Shares3.4K
Event2026-06-30
Filed2026-07-29
UBER
UBER TECHNOLOGIES INC
-90.34%
Shares2.1K
Event2026-06-30
Filed2026-07-29
VXUS
VANGUARD STAR FDS
New
Shares1.7K
Event2026-06-30
Filed2026-07-29
VRT
VERTIV HOLDINGS CO
New
Shares435
Event2026-06-30
Filed2026-07-29
AMD
ADVANCED MICRO DEVICES INC
New
Shares250
Event2026-06-30
Filed2026-07-29
VCSH
VANGUARD SCOTTSDALE FDS
New
Shares1.8K
Event2026-06-30
Filed2026-07-29
GD
GENERAL DYNAMICS CORP
New
Shares398
Event2026-06-30
Filed2026-07-29
VEA
VANGUARD TAX-MANAGED FDS
New
Shares2.0K
Event2026-06-30
Filed2026-07-29
TEMPUS AI INC
TEMPUS AI INC
New
Shares2.4K
Event2026-06-30
Filed2026-07-29
IGSB
ISHARES TR
New
Shares2.6K
Event2026-06-30
Filed2026-07-29
PRU
PRUDENTIAL FINL INC
New
Shares1.3K
Event2026-06-30
Filed2026-07-29
ITA
ISHARES TR
New
Shares555
Event2026-06-30
Filed2026-07-29
MCK
MCKESSON CORP
New
Shares175
Event2026-06-30
Filed2026-07-29
VANECK ETF TRUST
VANECK ETF TRUST
New
Shares1.8K
Event2026-06-30
Filed2026-07-29
VZ
VERIZON COMMUNICATIONS INC
New
Shares3.1K
Event2026-06-30
Filed2026-07-29
HYGH
ISHARES U S ETF TR
New
Shares1.5K
Event2026-06-30
Filed2026-07-29
MKTX
MARKETAXESS HLDGS INC
-21.48%
Shares1.1K
Event2026-06-30
Filed2026-07-29
PSX
PHILLIPS 66
New
Shares725
Event2026-06-30
Filed2026-07-29
CIGI
COLLIERS INTL GROUP INC
New
Shares1.3K
Event2026-06-30
Filed2026-07-29
XLF
SELECT SECTOR SPDR TR
New
Shares2.2K
Event2026-06-30
Filed2026-07-29
DIA
STATE STR SPDR DOW JONES IND
New
Shares225
Event2026-06-30
Filed2026-07-29
TJX
TJX COS INC NEW
New
Shares762
Event2026-06-30
Filed2026-07-29
DEO
DIAGEO PLC
New
Shares1.4K
Event2026-06-30
Filed2026-07-29
CSX
CSX CORP
New
Shares2.4K
Event2026-06-30
Filed2026-07-29
EXPD
EXPEDITORS INTL WASH INC
New
Shares656
Event2026-06-30
Filed2026-07-29
HUM
HUMANA INC
New
Shares265
Event2026-06-30
Filed2026-07-29
S&P GLOBAL INC
S&P GLOBAL INC
New
Shares256
Event2026-06-30
Filed2026-07-29
CI
THE CIGNA GROUP
New
Shares375
Event2026-06-30
Filed2026-07-29
SLQD
ISHARES TR
New
Shares2.0K
Event2026-06-30
Filed2026-07-29
URTH
ISHARES INC
66.21%
Shares487
Event2026-06-30
Filed2026-07-29
DE
DEERE & CO
New
Shares152
Event2026-06-30
Filed2026-07-29
HSBC
HSBC HLDGS PLC
New
Shares1.0K
Event2026-06-30
Filed2026-07-29
GLD
SPDR GOLD TR
-47.81%
Shares250
Event2026-06-30
Filed2026-07-29
PSLV
SPROTT ASSET MANAGEMENT LP
New
Shares4.8K
Event2026-06-30
Filed2026-07-29
QQEW
FIRST TR EXCHANGE-TRADED FD
New
Shares550
Event2026-06-30
Filed2026-07-29
KLAC
KLA CORP
New
Shares290
Event2026-06-30
Filed2026-07-29
VCIT
VANGUARD SCOTTSDALE FDS
New
Shares1.1K
Event2026-06-30
Filed2026-07-29
ACMR
ACM RESH INC
New
Shares685
Event2026-06-30
Filed2026-07-29
INTC
INTEL CORP
New
Shares600
Event2026-06-30
Filed2026-07-29
VWO
VANGUARD INTL EQUITY INDEX F
New
Shares1.4K
Event2026-06-30
Filed2026-07-29
VLO
VALERO ENERGY CORP
New
Shares300
Event2026-06-30
Filed2026-07-29
BWXT
BWX TECHNOLOGIES INC
New
Shares400
Event2026-06-30
Filed2026-07-29
GM
GENERAL MTRS CO
New
Shares1.0K
Event2026-06-30
Filed2026-07-29
SNOWFLAKE INC
SNOWFLAKE INC
-92.11%
Shares300
Event2026-06-30
Filed2026-07-29
BDX
BECTON DICKINSON & CO
New
Shares500
Event2026-06-30
Filed2026-07-29
PAG
PENSKE AUTOMOTIVE GRP INC
New
Shares422
Event2026-06-30
Filed2026-07-29
DVY
ISHARES TR
New
Shares480
Event2026-06-30
Filed2026-07-29
CPB
THE CAMPBELLS COMPANY
New
Shares3.4K
Event2026-06-30
Filed2026-07-29
STN
STANTEC INC
New
Shares1.0K
Event2026-06-30
Filed2026-07-29
FDX
FEDEX CORP
New
Shares224
Event2026-06-30
Filed2026-07-29
CMCSA
COMCAST CORP NEW
New
Shares2.8K
Event2026-06-30
Filed2026-07-29
STT
STATE STR CORP
New
Shares400
Event2026-06-30
Filed2026-07-29
PRF
INVESCO EXCHANGE TRADED FD T
New
Shares1.3K
Event2026-06-30
Filed2026-07-29
MMC
MARSH & MCLENNAN COS INC
New
Shares400
Event2026-06-30
Filed2026-07-29
NETFLIX INC.
NETFLIX INC.
New
Shares900
Event2026-06-30
Filed2026-07-29
EWC
ISHARES INC
New
Shares1.1K
Event2026-06-30
Filed2026-07-29
ADOBE INC
ADOBE INC
New
Shares305
Event2026-06-30
Filed2026-07-29
FLCA
FRANKLIN TEMPLETON ETF TR
New
Shares1.2K
Event2026-06-30
Filed2026-07-29
BTI
BRITISH AMERN TOB PLC
New
Shares1.0K
Event2026-06-30
Filed2026-07-29
PLD
PROLOGIS INC.
New
Shares450
Event2026-06-30
Filed2026-07-29
SHW
SHERWIN WILLIAMS CO
New
Shares171
Event2026-06-30
Filed2026-07-29
GIL
GILDAN ACTIVEWEAR INC
New
Shares1.1K
Event2026-06-30
Filed2026-07-29
XLC
SELECT SECTOR SPDR TR
New
Shares545
Event2026-06-30
Filed2026-07-29
BMY
BRISTOL-MYERS SQUIBB CO
New
Shares1.0K
Event2026-06-30
Filed2026-07-29
ABT
ABBOTT LABORATORIES
New
Shares605
Event2026-06-30
Filed2026-07-29
VBNK
VERSABANK NEW
New
Shares2.3K
Event2026-06-30
Filed2026-07-29
ECL
ECOLAB INC
New
Shares174
Event2026-06-30
Filed2026-07-29
EFX
EQUIFAX INC
New
Shares300
Event2026-06-30
Filed2026-07-29
FXI
ISHARES TR
New
Shares1.5K
Event2026-06-30
Filed2026-07-29
GE
GE AEROSPACE
New
Shares125
Event2026-06-30
Filed2026-07-29
SHEL
SHELL PLC
-96.77%
Shares600
Event2026-06-30
Filed2026-07-29
KR
KROGER CO
New
Shares800
Event2026-06-30
Filed2026-07-29
BSV
VANGUARD BD INDEX FDS
New
Shares550
Event2026-06-30
Filed2026-07-29
FSV
FIRSTSERVICE CORP NEW
New
Shares300
Event2026-06-30
Filed2026-07-29
PH
PARKER-HANNIFIN CORP
New
Shares43
Event2026-06-30
Filed2026-07-29
LULU
LULULEMON ATHLETICA INC
New
Shares360
Event2026-06-30
Filed2026-07-29
DEXCOM INC
DEXCOM INC
New
Shares600
Event2026-06-30
Filed2026-07-29
GOVT
ISHARES TR
New
Shares1.8K
Event2026-06-30
Filed2026-07-29
OVV
OVINTIV INC
New
Shares740
Event2026-06-30
Filed2026-07-29
ALIBABA GROUP HLDG LTD
ALIBABA GROUP HLDG LTD
-96.35%
Shares385
Event2026-06-30
Filed2026-07-29
EXXON MOBIL CORP
EXXON MOBIL CORP
New
Shares265
Event2026-06-30
Filed2026-07-29
IVOV
VANGUARD ADMIRAL FDS INC
New
Shares312
Event2026-06-30
Filed2026-07-29
IVE
ISHARES TR
New
Shares155
Event2026-06-30
Filed2026-07-29
BYDGF
BOYD GROUP SERVICES INC
New
Shares371
Event2026-06-30
Filed2026-07-29
VMD
VIEMED HEALTHCARE INC
New
Shares3.0K
Event2026-06-30
Filed2026-07-29
APA CORPORATION
APA CORPORATION
New
Shares1.0K
Event2026-06-30
Filed2026-07-29
WFG
WEST FRASER TIMBER CO LTD
New
Shares488
Event2026-06-30
Filed2026-07-29
ROK
ROCKWELL AUTOMATION INC
New
Shares65
Event2026-06-30
Filed2026-07-29
NEXTERA ENERGY INC
NEXTERA ENERGY INC
New
Shares364
Event2026-06-30
Filed2026-07-29
WMB
WILLIAMS COS INC
New
Shares400
Event2026-06-30
Filed2026-07-29
STRATEGY INC
STRATEGY INC
New
Shares325
Event2026-06-30
Filed2026-07-29
SOUTHERN CO
SOUTHERN CO
New
Shares295
Event2026-06-30
Filed2026-07-29
NXE
NEXGEN ENERGY LTD
-96.88%
Shares3.0K
Event2026-06-30
Filed2026-07-29
KO
COCA COLA CO
New
Shares336
Event2026-06-30
Filed2026-07-29
SOLV
SOLVENTUM CORP
New
Shares351
Event2026-06-30
Filed2026-07-29
PTC
PTC INC
New
Shares225
Event2026-06-30
Filed2026-07-29
ONEV
SPDR SERIES TRUST
New
Shares178
Event2026-06-30
Filed2026-07-29
EUAD
SPINNAKER ETF SERIES
New
Shares600
Event2026-06-30
Filed2026-07-29
YUM
YUM BRANDS INC
New
Shares150
Event2026-06-30
Filed2026-07-29
MTB
M & T BK CORP
New
Shares100
Event2026-06-30
Filed2026-07-29
LHX
L3HARRIS TECHNOLOGIES INC
New
Shares80
Event2026-06-30
Filed2026-07-29
GSK PLC
GSK PLC
New
Shares440
Event2026-06-30
Filed2026-07-29
EXE
EXPAND ENERGY CORPORATION
New
Shares250
Event2026-06-30
Filed2026-07-29
FMS
FRESENIUS MEDICAL CARE AG
New
Shares1.0K
Event2026-06-30
Filed2026-07-29
SCHW
SCHWAB CHARLES CORP
New
Shares243
Event2026-06-30
Filed2026-07-29
ATS
ATS CORPORATION
New
Shares760
Event2026-06-30
Filed2026-07-29
DNN
DENISON MINES CORP
New
Shares7.1K
Event2026-06-30
Filed2026-07-29
LMT
LOCKHEED MARTIN CORP
New
Shares42
Event2026-06-30
Filed2026-07-29
CARNIVAL CORP
CARNIVAL CORP
New
Shares700
Event2026-06-30
Filed2026-07-29
INDY
ISHARES TR
New
Shares450
Event2026-06-30
Filed2026-07-29
SGOV
ISHARES TR
-99.68%
Shares194
Event2026-06-30
Filed2026-07-29
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares84
Event2026-06-30
Filed2026-07-29
TMUS
T-MOBILE US INC
New
Shares112
Event2026-06-30
Filed2026-07-29
EMQQ
EXCHANGE TRADED CONCEPTS TRU
New
Shares600
Event2026-06-30
Filed2026-07-29
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares84
Event2026-06-30
Filed2026-07-29
OXY
OCCIDENTAL PETE CORP
New
Shares380
Event2026-06-30
Filed2026-07-29
FEDEX FGHT HLDG CO INC
FEDEX FGHT HLDG CO INC
New
Shares111
Event2026-06-30
Filed2026-07-29
MDLZ
MONDELEZ INTL INC
New
Shares275
Event2026-06-30
Filed2026-07-29
WASTE MGMT INC DEL
WASTE MGMT INC DEL
New
Shares68
Event2026-06-30
Filed2026-07-29
QQQM
INVESCO EXCH TRADED FD TR II
New
Shares50
Event2026-06-30
Filed2026-07-29
AMT
AMERICAN TOWER CORP
New
Shares90
Event2026-06-30
Filed2026-07-29
ILTB
ISHARES TR
New
Shares280
Event2026-06-30
Filed2026-07-29
KMB
KIMBERLY-CLARK CORP
New
Shares125
Event2026-06-30
Filed2026-07-29
SSRM
SSR MINING IN
New
Shares462
Event2026-06-30
Filed2026-07-29
SYK
STRYKER CORPORATION
New
Shares40
Event2026-06-30
Filed2026-07-29
BSX
BOSTON SCIENTIFIC CORP
New
Shares295
Event2026-06-30
Filed2026-07-29
KAI
KADANT INC
New
Shares40
Event2026-06-30
Filed2026-07-29
GNR
SPDR INDEX SHS FDS
New
Shares181
Event2026-06-30
Filed2026-07-29
CRM
SALESFORCE INC
New
Shares75
Event2026-06-30
Filed2026-07-29
KULR
KULR TECHNOLOGY GROUP INC
New
Shares3.0K
Event2026-06-30
Filed2026-07-29
MOS
MOSAIC CO
New
Shares525
Event2026-06-30
Filed2026-07-29
SPRE
TIDAL TRUST I
New
Shares470
Event2026-06-30
Filed2026-07-29
HLN
HALEON PLC
New
Shares1.0K
Event2026-06-30
Filed2026-07-29
DOOO
BRP INC
New
Shares143
Event2026-06-30
Filed2026-07-29
GWW
WW GRAINGER INC
New
Shares6
Event2026-06-30
Filed2026-07-29
TMO
THERMO FISHER SCIENTIFIC INC
New
Shares15
Event2026-06-30
Filed2026-07-29
AMGN
AMGEN INC
New
Shares20
Event2026-06-30
Filed2026-07-29
MKC
MCCORMICK & CO INC
New
Shares135
Event2026-06-30
Filed2026-07-29
AGILENT TECHNOLOGIES INC
AGILENT TECHNOLOGIES INC
New
Shares50
Event2026-06-30
Filed2026-07-29
UBT
PROSHARES TR
New
Shares372
Event2026-06-30
Filed2026-07-29
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
New
Shares50
Event2026-06-30
Filed2026-07-29
DFIV
DIMENSIONAL ETF TRUST
New
Shares100
Event2026-06-30
Filed2026-07-29
VRP
INVESCO EXCH TRADED FD TR II
New
Shares215
Event2026-06-30
Filed2026-07-29
ISRG
INTUITIVE SURGICAL INC
New
Shares13
Event2026-06-30
Filed2026-07-29
VT
VANGUARD INTL EQUITY INDEX F
New
Shares31
Event2026-06-30
Filed2026-07-29
ALL
ALLSTATE CORP
New
Shares20
Event2026-06-30
Filed2026-07-29
AMERIPRISE FINL INC
AMERIPRISE FINL INC
New
Shares10
Event2026-06-30
Filed2026-07-29
AIG
AMERICAN INTL GROUP INC
New
Shares60
Event2026-06-30
Filed2026-07-29
VLTO
VERALTO CORP
New
Shares50
Event2026-06-30
Filed2026-07-29
SOUN
SOUNDHOUND AI INC
New
Shares665
Event2026-06-30
Filed2026-07-29
SPSK
TIDAL TRUST I
New
Shares235
Event2026-06-30
Filed2026-07-29
IWR
ISHARES TR
New
Shares36
Event2026-06-30
Filed2026-07-29
MBOT
MICROBOT MED INC
New
Shares2.0K
Event2026-06-30
Filed2026-07-29
BMNR
BITMINE IMMERSION TECHS INC
New
Shares292
Event2026-06-30
Filed2026-07-29
MCO
MOODYS CORP
New
Shares8
Event2026-06-30
Filed2026-07-29
ORLA
ORLA MNG LTD NEW
New
Shares365
Event2026-06-30
Filed2026-07-29
CEG
CONSTELLATION ENERGY CORP
New
Shares14
Event2026-06-30
Filed2026-07-29
ARK ETF TR
ARK ETF TR
New
Shares25
Event2026-06-30
Filed2026-07-29
FBTC
FIDELITY WISE ORIGIN BITCOIN
New
Shares61
Event2026-06-30
Filed2026-07-29
DFTX
DEFINIUM THERAPEUTICS INC
New
Shares66
Event2026-06-30
Filed2026-07-29
BAX
BAXTER INTL INC
New
Shares125
Event2026-06-30
Filed2026-07-29
DKNG
DRAFTKINGS INC NEW
New
Shares100
Event2026-06-30
Filed2026-07-29
ITW
ILLINOIS TOOL WKS INC
New
Shares9
Event2026-06-30
Filed2026-07-29
MLM
MARTIN MARIETTA MATLS INC
New
Shares4
Event2026-06-30
Filed2026-07-29
XYZ
BLOCK INC
New
Shares30
Event2026-06-30
Filed2026-07-29
JEPI
J P MORGAN EXCHANGE TRADED F
New
Shares35
Event2026-06-30
Filed2026-07-29
MKL
MARKEL GROUP INC
New
Shares1
Event2026-06-30
Filed2026-07-29
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
New
Shares30
Event2026-06-30
Filed2026-07-29
VSNT
VERSANT MEDIA GROUP INC
New
Shares46
Event2026-06-30
Filed2026-07-29
SNXFX
ATAIBECKLEY INC
New
Shares295
Event2026-06-30
Filed2026-07-29
ALGN
ALIGN TECHNOLOGY INC
New
Shares9
Event2026-06-30
Filed2026-07-29
VTWG
VANGUARD SCOTTSDALE FDS
New
Shares5
Event2026-06-30
Filed2026-07-29
PINS
PINTEREST INC
New
Shares50
Event2026-06-30
Filed2026-07-29
VTRS
VIATRIS INC
New
Shares62
Event2026-06-30
Filed2026-07-29
SNAP
SNAP INC
New
Shares200
Event2026-06-30
Filed2026-07-29
CGC
CANOPY GROWTH CORPORATION
New
Shares720
Event2026-06-30
Filed2026-07-29
SOLS
SOLSTICE ADVANCED MATLS INC
New
Shares7
Event2026-06-30
Filed2026-07-29
SRPT
SAREPTA THERAPEUTICS INC
New
Shares21
Event2026-06-30
Filed2026-07-29
FUNCTIONAL BRANDS INC
FUNCTIONAL BRANDS INC
New
Shares39.0K
Event2026-06-30
Filed2026-07-29
ALLIED GOLD CORP
ALLIED GOLD CORP
New
Shares5
Event2026-06-30
Filed2026-07-29
BYND
BEYOND MEAT INC
New
Shares100
Event2026-06-30
Filed2026-07-29
ACB
AURORA CANNABIS INC
New
Shares5
Event2026-06-30
Filed2026-07-29

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Guardian Partners Inc. Institutional Holdings, Portfolio & P&L — TradeFomo