Sponsored
The Analysis of Hartford Financial Management Inc.'s Holdings & P&L
Currently, Hartford Financial Management Inc. holds 349 types of securities in its portfolio with a total value $448.2M. In the most recent quarter, they have increased their positions in VGT (+171.0K shares, valued at $20.4M), XLY (+47.3K shares, valued at $5.5M), KLAC (+13.6K shares, valued at $4.1M); decreased their positions in N/A (-21.8K shares, valued at $3.2M), N/A (-3.8K shares, valued at $2.8M), HD (-7.1K shares, valued at $2.5M); initiated new positions in XLY (+47.3K shares, valued at $5.5M), N/A (+6.1K shares, valued at $1.3M), N/A (+5.3K shares, valued at $1.2M).
1M P&L
-435.8K-0.12%
3M P&L
+10.7M+2.93%
HY P&L
-7.6M-1.99%
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/A186.6M
50.1%
2Semiconductors23.2M
6.2%
3Consumer Electronics18.7M
5.0%
Top Industries by Stock Count
1N/A74 stocks
24.7%
2Biotechnology11 stocks
3.7%
3Drug Manufacturers - General9 stocks
3.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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JCPB
8.84%J P MORGAN EXCHANGE TRADED F
Shares768.5K
Event2026-06-30
Filed2026-07-24
VGT
768.40%VANGUARD WORLD FD
Shares193.3K
Event2026-06-30
Filed2026-07-24
APPLIED MATLS INC
-11.98%APPLIED MATLS INC
Shares28.2K
Event2026-06-30
Filed2026-07-24
JPSE
-2.07%J P MORGAN EXCHANGE TRADED F
Shares322.3K
Event2026-06-30
Filed2026-07-24
AAPL
0.48%APPLE INC
Shares64.7K
Event2026-06-30
Filed2026-07-24
NVDA
1.48%NVIDIA CORPORATION
Shares72.9K
Event2026-06-30
Filed2026-07-24
JMUB
-9.60%J P MORGAN EXCHANGE TRADED F
Shares257.2K
Event2026-06-30
Filed2026-07-24
MSFT
7.01%MICROSOFT CORP
Shares32.7K
Event2026-06-30
Filed2026-07-24
PAAA
5.55%PGIM ETF TR
Shares204.8K
Event2026-06-30
Filed2026-07-24
JPMORGAN CHASE & CO
-1.75%JPMORGAN CHASE & CO
Shares28.6K
Event2026-06-30
Filed2026-07-24
CAT
-5.46%CATERPILLAR INC
Shares8.5K
Event2026-06-30
Filed2026-07-24
GOOG
-2.89%ALPHABET INC
Shares25.4K
Event2026-06-30
Filed2026-07-24
JTEK
-4.02%J P MORGAN EXCHANGE TRADED F
Shares69.2K
Event2026-06-30
Filed2026-07-24
DAUG
0.49%FIRST TR EXCHNG TRADED FD VI
Shares162.2K
Event2026-06-30
Filed2026-07-24
COSTCO WHOLESALE CORPORATION
-1.36%COSTCO WHOLESALE CORPORATION
Shares7.9K
Event2026-06-30
Filed2026-07-24
QLTI
24.34%GMO ETF TRUST
Shares259.5K
Event2026-06-30
Filed2026-07-24
DBEF
23.99%DBX ETF TR
Shares122.0K
Event2026-06-30
Filed2026-07-24
FBT
-4.03%FIRST TR EXCHANGE-TRADED FD
Shares26.8K
Event2026-06-30
Filed2026-07-24
QLTY
3.20%GMO ETF TRUST
Shares142.2K
Event2026-06-30
Filed2026-07-24
DDEC
2.31%FIRST TR EXCHNG TRADED FD VI
Shares121.5K
Event2026-06-30
Filed2026-07-24
CSX
-2.97%CSX CORP
Shares119.6K
Event2026-06-30
Filed2026-07-24
XLY
NewSELECT SECTOR SPDR TR
Shares47.3K
Event2026-06-30
Filed2026-07-24
JPST
146.65%J P MORGAN EXCHANGE TRADED F
Shares109.5K
Event2026-06-30
Filed2026-07-24
GLW
0.00%CORNING INC
Shares21.5K
Event2026-06-30
Filed2026-07-24
AMZN
6.43%AMAZON COM INC
Shares22.7K
Event2026-06-30
Filed2026-07-24
VISA INC
-0.01%VISA INC
Shares15.3K
Event2026-06-30
Filed2026-07-24
TSM
-9.68%TAIWAN SEMICONDUCTOR MANUFAC
Shares11.0K
Event2026-06-30
Filed2026-07-24
RSPT
0.00%INVESCO EXCHANGE TRADED FD T
Shares78.1K
Event2026-06-30
Filed2026-07-24
BRK.B
2.19%BERKSHIRE HATHAWAY INC DEL
Shares10.0K
Event2026-06-30
Filed2026-07-24
KLAC
548.13%KLA CORP
Shares16.1K
Event2026-06-30
Filed2026-07-24
RTX CORPORATION
1.35%RTX CORPORATION
Shares24.0K
Event2026-06-30
Filed2026-07-24
ARK ETF TR
0.03%ARK ETF TR
Shares32.8K
Event2026-06-30
Filed2026-07-24
META PLATFORMS INC
9.65%META PLATFORMS INC
Shares7.4K
Event2026-06-30
Filed2026-07-24
EXXON MOBIL CORP
-0.73%EXXON MOBIL CORP
Shares30.4K
Event2026-06-30
Filed2026-07-24
UNP
-0.26%UNION PAC CORP
Shares12.8K
Event2026-06-30
Filed2026-07-24
BAC
2.52%BANK OF AMER CORP
Shares59.3K
Event2026-06-30
Filed2026-07-24
GS
0.00%GOLDMAN SACHS GROUP INC
Shares3.3K
Event2026-06-30
Filed2026-07-24
ADP
0.47%AUTOMATIC DATA PROCESSING IN
Shares14.8K
Event2026-06-30
Filed2026-07-24
HD
-44.87%HOME DEPOT INC
Shares8.7K
Event2026-06-30
Filed2026-07-24
CME
18.38%CME GROUP INC
Shares13.0K
Event2026-06-30
Filed2026-07-24
TJX
2.60%TJX COS INC NEW
Shares17.8K
Event2026-06-30
Filed2026-07-24
DIS
-0.03%DISNEY WALT CO
Shares27.4K
Event2026-06-30
Filed2026-07-24
XLV
5386.67%SELECT SECTOR SPDR TR
Shares16.5K
Event2026-06-30
Filed2026-07-24
EWJV
27117.59%ISHARES TR
Shares58.8K
Event2026-06-30
Filed2026-07-24
CVX
-0.67%CHEVRON CORPORATION
Shares15.0K
Event2026-06-30
Filed2026-07-24
JNJ
-0.86%JOHNSON & JOHNSON
Shares9.4K
Event2026-06-30
Filed2026-07-24
WMB
0.18%WILLIAMS COS INC
Shares31.4K
Event2026-06-30
Filed2026-07-24
UNITEDHEALTH GROUP INC
-15.17%UNITEDHEALTH GROUP INC
Shares5.6K
Event2026-06-30
Filed2026-07-24
TXN
-1.44%TEXAS INSTRS INC
Shares7.6K
Event2026-06-30
Filed2026-07-24
SPHQ
-2.73%INVESCO EXCHANGE TRADED FD T
Shares24.6K
Event2026-06-30
Filed2026-07-24
GOOGL
0.05%ALPHABET INC
Shares6.0K
Event2026-06-30
Filed2026-07-24
NETFLIX INC.
10.10%NETFLIX INC.
Shares29.7K
Event2026-06-30
Filed2026-07-24
ENB
-1.76%ENBRIDGE INC
Shares38.4K
Event2026-06-30
Filed2026-07-24
MPC
-1.54%MARATHON PETE CORP
Shares8.1K
Event2026-06-30
Filed2026-07-24
PLD
-1.54%PROLOGIS INC.
Shares15.3K
Event2026-06-30
Filed2026-07-24
MRK
-2.73%MERCK & CO INC
Shares15.8K
Event2026-06-30
Filed2026-07-24
MDLZ
0.01%MONDELEZ INTL INC
Shares34.1K
Event2026-06-30
Filed2026-07-24
ORACLE CORP
-61.91%ORACLE CORP
Shares13.4K
Event2026-06-30
Filed2026-07-24
IGV
36030.51%ISHARES TR
Shares21.3K
Event2026-06-30
Filed2026-07-24
RSPH
0.01%INVESCO EXCHANGE TRADED FD T
Shares55.8K
Event2026-06-30
Filed2026-07-24
WMT
-0.09%WALMART INC
Shares16.1K
Event2026-06-30
Filed2026-07-24
SPDR SERIES TRUST
2.58%SPDR SERIES TRUST
Shares20.6K
Event2026-06-30
Filed2026-07-24
IBM
0.00%INTERNATIONAL BUSINESS MACHS
Shares6.1K
Event2026-06-30
Filed2026-07-24
DHR
-37.70%DANAHER CORP DEL
Shares8.6K
Event2026-06-30
Filed2026-07-24
PH
3.22%PARKER-HANNIFIN CORP
Shares1.6K
Event2026-06-30
Filed2026-07-24
ABT
-30.98%ABBOTT LABORATORIES
Shares16.4K
Event2026-06-30
Filed2026-07-24
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares6.1K
Event2026-06-30
Filed2026-07-24
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares5.3K
Event2026-06-30
Filed2026-07-24
DJUL
-2.13%FIRST TR EXCHNG TRADED FD VI
Shares23.3K
Event2026-06-30
Filed2026-07-24
RYN
0.59%RAYONIER INC
Shares54.8K
Event2026-06-30
Filed2026-07-24
LOW
-12.21%LOWES COS INC
Shares5.2K
Event2026-06-30
Filed2026-07-24
WASTE MGMT INC DEL
0.00%WASTE MGMT INC DEL
Shares5.1K
Event2026-06-30
Filed2026-07-24
EPD
-0.97%ENTERPRISE PRODS PARTNERS L
Shares30.7K
Event2026-06-30
Filed2026-07-24
FREEPORT MCMORAN INC
-1.07%FREEPORT MCMORAN INC
Shares18.0K
Event2026-06-30
Filed2026-07-24
LLY
0.00%ELI LILLY & CO
Shares894
Event2026-06-30
Filed2026-07-24
CVS
-2.09%CVS HEALTH CORP
Shares10.1K
Event2026-06-30
Filed2026-07-24
GLD
0.00%SPDR GOLD TR
Shares2.8K
Event2026-06-30
Filed2026-07-24
BA
-0.23%BOEING CO
Shares4.7K
Event2026-06-30
Filed2026-07-24
GPC
-59.57%GENUINE PARTS CO
Shares8.5K
Event2026-06-30
Filed2026-07-24
QQQ
0.48%INVESCO QQQ TR
Shares1.3K
Event2026-06-30
Filed2026-07-24
XLI
3807.14%SELECT SECTOR SPDR TR
Shares4.9K
Event2026-06-30
Filed2026-07-24
PEP
-49.11%PEPSICO INC
Shares6.7K
Event2026-06-30
Filed2026-07-24
AXP
-0.19%AMERICAN EXPRESS CO
Shares2.7K
Event2026-06-30
Filed2026-07-24
CI
-13.50%THE CIGNA GROUP
Shares3.3K
Event2026-06-30
Filed2026-07-24
VOO
1.09%VANGUARD INDEX FDS
Shares1.3K
Event2026-06-30
Filed2026-07-24
EL
11.97%LAUDER ESTEE COS INC
Shares10.6K
Event2026-06-30
Filed2026-07-24
PAYX
-1.69%PAYCHEX INC
Shares8.5K
Event2026-06-30
Filed2026-07-24
INTC
-10.15%INTEL CORP
Shares5.9K
Event2026-06-30
Filed2026-07-24
CARR
0.00%CARRIER GLOBAL CORPORATION
Shares11.1K
Event2026-06-30
Filed2026-07-24
GE
0.00%GE AEROSPACE
Shares2.2K
Event2026-06-30
Filed2026-07-24
TT
0.00%TRANE TECHNOLOGIES PLC
Shares1.6K
Event2026-06-30
Filed2026-07-24
IWF
299.94%ISHARES TR
Shares6.3K
Event2026-06-30
Filed2026-07-24
ISRG
8.92%INTUITIVE SURGICAL INC
Shares1.9K
Event2026-06-30
Filed2026-07-24
KO
0.00%COCA COLA CO
Shares8.8K
Event2026-06-30
Filed2026-07-24
RSP
-2.06%INVESCO EXCHANGE TRADED FD T
Shares3.4K
Event2026-06-30
Filed2026-07-24
PAA
0.00%PLAINS ALL AMERN PIPELINE L
Shares29.8K
Event2026-06-30
Filed2026-07-24
PG
-56.66%PROCTER & GAMBLE CO
Shares4.5K
Event2026-06-30
Filed2026-07-24
KEY
0.00%KEYCORP
Shares27.6K
Event2026-06-30
Filed2026-07-24
FDX
0.00%FEDEX CORP
Shares2.0K
Event2026-06-30
Filed2026-07-24
GEV
0.00%GE VERNOVA INC
Shares532
Event2026-06-30
Filed2026-07-24
DE
0.00%DEERE & CO
Shares950
Event2026-06-30
Filed2026-07-24
COF
0.00%CAPITAL ONE FINL CORP
Shares3.0K
Event2026-06-30
Filed2026-07-24
BMY
-7.44%BRISTOL-MYERS SQUIBB CO
Shares10.2K
Event2026-06-30
Filed2026-07-24
NFG
0.00%NATIONAL FUEL GAS CO
Shares7.1K
Event2026-06-30
Filed2026-07-24
FENC
0.00%FENNEC PHARMACEUTICALS INC
Shares50.6K
Event2026-06-30
Filed2026-07-24
PM
0.00%PHILIP MORRIS INTL INC
Shares3.0K
Event2026-06-30
Filed2026-07-24
JMST
-0.23%J P MORGAN EXCHANGE TRADED F
Shares10.4K
Event2026-06-30
Filed2026-07-24
WFC
0.00%WELLS FARGO & CO
Shares6.4K
Event2026-06-30
Filed2026-07-24
KMB
-9.10%KIMBERLY-CLARK CORP
Shares4.8K
Event2026-06-30
Filed2026-07-24
HIG
0.00%HARTFORD INSURANCE GROUP INC
Shares3.9K
Event2026-06-30
Filed2026-07-24
MCD
-0.74%MCDONALDS CORP
Shares1.9K
Event2026-06-30
Filed2026-07-24
NSC
0.00%NORFOLK SOUTHN CORP
Shares1.6K
Event2026-06-30
Filed2026-07-24
SOUTHERN CO
0.00%SOUTHERN CO
Shares5.0K
Event2026-06-30
Filed2026-07-24
ET
-5.98%ENERGY TRANSFER L P
Shares24.8K
Event2026-06-30
Filed2026-07-24
PSX
-2.54%PHILLIPS 66
Shares2.8K
Event2026-06-30
Filed2026-07-24
TSLA
0.00%TESLA INC
Shares1.1K
Event2026-06-30
Filed2026-07-24
RSPM
0.00%INVESCO EXCHANGE TRADED FD T
Shares11.5K
Event2026-06-30
Filed2026-07-24
OTIS
0.00%OTIS WORLDWIDE CORP
Shares5.5K
Event2026-06-30
Filed2026-07-24
DOMINION ENERGY INC
0.00%DOMINION ENERGY INC
Shares5.4K
Event2026-06-30
Filed2026-07-24
REGL
0.00%PROSHARES TR
Shares4.0K
Event2026-06-30
Filed2026-07-24
NUE
0.00%NUCOR CORP
Shares1.5K
Event2026-06-30
Filed2026-07-24
YUM
0.00%YUM BRANDS INC
Shares1.8K
Event2026-06-30
Filed2026-07-24
AEP
0.00%AMERICAN ELEC PWR CO INC
Shares2.0K
Event2026-06-30
Filed2026-07-24
CISCO SYS INC
0.00%CISCO SYS INC
Shares2.3K
Event2026-06-30
Filed2026-07-24
MASTERCARD INCORPORATED
0.00%MASTERCARD INCORPORATED
Shares528
Event2026-06-30
Filed2026-07-24
GJUL
-36.52%FIRST TR EXCHNG TRADED FD VI
Shares6.2K
Event2026-06-30
Filed2026-07-24
OKE
0.31%ONEOK INC NEW
Shares3.0K
Event2026-06-30
Filed2026-07-24
BROADCOM INC
164.61%BROADCOM INC
Shares643
Event2026-06-30
Filed2026-07-24
HSY
0.00%HERSHEY CO
Shares1.3K
Event2026-06-30
Filed2026-07-24
ISHARES TR
187.04%ISHARES TR
Shares310
Event2026-06-30
Filed2026-07-24
PALANTIR TECHNOLOGIES INC
10.29%PALANTIR TECHNOLOGIES INC
Shares1.9K
Event2026-06-30
Filed2026-07-24
IYW
50.46%ISHARES TR
Shares823
Event2026-06-30
Filed2026-07-24
ROYAL CARIBBEAN GROUP
0.16%ROYAL CARIBBEAN GROUP
Shares633
Event2026-06-30
Filed2026-07-24
CMCSA
-2.08%COMCAST CORP NEW
Shares7.9K
Event2026-06-30
Filed2026-07-24
MO
0.00%ALTRIA GROUP INC
Shares2.6K
Event2026-06-30
Filed2026-07-24
ADOBE INC
0.00%ADOBE INC
Shares866
Event2026-06-30
Filed2026-07-24
GIS
25.00%GENERAL MILLS INC
Shares5.0K
Event2026-06-30
Filed2026-07-24
AWK
11472.73%AMERICAN WTR WKS CO INC NEW
Shares1.3K
Event2026-06-30
Filed2026-07-24
QCOM
-1.84%QUALCOMM INC
Shares905
Event2026-06-30
Filed2026-07-24
VZ
0.00%VERIZON COMMUNICATIONS INC
Shares3.9K
Event2026-06-30
Filed2026-07-24
NGG
0.00%NATIONAL GRID PLC
Shares2.0K
Event2026-06-30
Filed2026-07-24
SCHW
0.00%SCHWAB CHARLES CORP
Shares1.7K
Event2026-06-30
Filed2026-07-24
PFE
0.00%PFIZER INC
Shares6.4K
Event2026-06-30
Filed2026-07-24
FEDEX FGHT HLDG CO INC
NewFEDEX FGHT HLDG CO INC
Shares1.0K
Event2026-06-30
Filed2026-07-24
XLF
7.27%SELECT SECTOR SPDR TR
Shares2.8K
Event2026-06-30
Filed2026-07-24
ELV
0.00%ELEVANCE HEALTH INC FORMERLY
Shares380
Event2026-06-30
Filed2026-07-24
NI
0.00%NISOURCE INC
Shares3.0K
Event2026-06-30
Filed2026-07-24
KOF
-10.67%COCA-COLA FEMSA SAB DE CV
Shares1.3K
Event2026-06-30
Filed2026-07-24
SWK
43.54%STANLEY BLACK & DECKER INC
Shares1.4K
Event2026-06-30
Filed2026-07-24
PSA
0.00%PUBLIC STORAGE
Shares412
Event2026-06-30
Filed2026-07-24
UGI
0.00%UGI CORP NEW
Shares3.8K
Event2026-06-30
Filed2026-07-24
ABEV
-10.94%AMBEV SA
Shares41.3K
Event2026-06-30
Filed2026-07-24
PANW
0.00%PALO ALTO NETWORKS INC
Shares376
Event2026-06-30
Filed2026-07-24
IYC
NewISHARES TR
Shares1.2K
Event2026-06-30
Filed2026-07-24
USB
0.00%US BANCORP
Shares2.0K
Event2026-06-30
Filed2026-07-24
IWM
55.81%ISHARES TR
Shares402
Event2026-06-30
Filed2026-07-24
WY
-2.72%WEYERHAEUSER CO
Shares5.0K
Event2026-06-30
Filed2026-07-24
SW
0.00%SMURFIT WESTROCK PLC
Shares2.6K
Event2026-06-30
Filed2026-07-24
IR
0.00%INGERSOLL RAND INC
Shares1.4K
Event2026-06-30
Filed2026-07-24
T
0.00%AT&T INC
Shares5.6K
Event2026-06-30
Filed2026-07-24
TGT
0.00%TARGET CORP
Shares845
Event2026-06-30
Filed2026-07-24
PCAR
0.00%PACCAR INC
Shares882
Event2026-06-30
Filed2026-07-24
C
0.00%CITIGROUP INC
Shares721
Event2026-06-30
Filed2026-07-24
IBRX
-11.54%IMMUNITYBIO INC
Shares11.5K
Event2026-06-30
Filed2026-07-24
IWP
NewISHARES TR
Shares665
Event2026-06-30
Filed2026-07-24
RF
0.00%REGIONS FINANCIAL CORP NEW
Shares3.2K
Event2026-06-30
Filed2026-07-24
Q
-29.76%QNITY ELECTRONICS INC
Shares590
Event2026-06-30
Filed2026-07-24
NTAP
-29.89%NETAPP INC
Shares598
Event2026-06-30
Filed2026-07-24
TRAVELERS COMPANIES INC
0.00%TRAVELERS COMPANIES INC
Shares278
Event2026-06-30
Filed2026-07-24
FTV
-5.59%FORTIVE CORP
Shares1.5K
Event2026-06-30
Filed2026-07-24
SMH
0.00%VANECK ETF TRUST
Shares137
Event2026-06-30
Filed2026-07-24
VHT
0.00%VANGUARD WORLD FD
Shares297
Event2026-06-30
Filed2026-07-24
CENTERPOINT ENERGY INC
0.00%CENTERPOINT ENERGY INC
Shares2.0K
Event2026-06-30
Filed2026-07-24
ARK ETF TR
0.00%ARK ETF TR
Shares1.1K
Event2026-06-30
Filed2026-07-24
DAPR
0.00%FIRST TR EXCHNG TRADED FD VI
Shares1.9K
Event2026-06-30
Filed2026-07-24
DIVI
-3.58%FRANKLIN TEMPLETON ETF TR
Shares1.8K
Event2026-06-30
Filed2026-07-24
AMD
3.25%ADVANCED MICRO DEVICES INC
Shares127
Event2026-06-30
Filed2026-07-24
XBI
NewSPDR SERIES TRUST
Shares455
Event2026-06-30
Filed2026-07-24
XLK
0.00%SELECT SECTOR SPDR TR
Shares376
Event2026-06-30
Filed2026-07-24
3M CO
-0.91%3M CO
Shares434
Event2026-06-30
Filed2026-07-24
STATE STR SPDR S&P 500 ETF T
0.00%STATE STR SPDR S&P 500 ETF T
Shares94
Event2026-06-30
Filed2026-07-24
DUK
0.00%DUKE ENERGY CORP NEW
Shares544
Event2026-06-30
Filed2026-07-24
WBS
0.00%WEBSTER FINL CORP
Shares900
Event2026-06-30
Filed2026-07-24
DRI
-16.33%DARDEN RESTAURANTS INC
Shares333
Event2026-06-30
Filed2026-07-24
OKTA
0.00%OKTA INC
Shares500
Event2026-06-30
Filed2026-07-24
CMI
-22.03%CUMMINS INC
Shares92
Event2026-06-30
Filed2026-07-24
SOLS
-10.99%SOLSTICE ADVANCED MATLS INC
Shares737
Event2026-06-30
Filed2026-07-24
RYAM
0.00%RAYONIER ADVANCED MATLS INC
Shares8.0K
Event2026-06-30
Filed2026-07-24
ICE
0.00%INTERCONTINENTAL EXCHANGE IN
Shares500
Event2026-06-30
Filed2026-07-24
MOAT
0.00%VANECK ETF TRUST
Shares513
Event2026-06-30
Filed2026-07-24
VLTO
0.00%VERALTO CORP
Shares595
Event2026-06-30
Filed2026-07-24
VOOG
500.00%VANGUARD ADMIRAL FDS INC
Shares636
Event2026-06-30
Filed2026-07-24
WBD
0.00%WARNER BROS DISCOVERY INC
Shares2.0K
Event2026-06-30
Filed2026-07-24
LMT
12.09%LOCKHEED MARTIN CORP
Shares102
Event2026-06-30
Filed2026-07-24
VIG
NewVANGUARD SPECIALIZED FUNDS
Shares215
Event2026-06-30
Filed2026-07-24
GVI
NewISHARES TR
Shares469
Event2026-06-30
Filed2026-07-24
VANGUARD INDEX FDS
-0.74%VANGUARD INDEX FDS
Shares134
Event2026-06-30
Filed2026-07-24
IEF
NewISHARES TR
Shares521
Event2026-06-30
Filed2026-07-24
ILMN
0.00%ILLUMINA INC
Shares275
Event2026-06-30
Filed2026-07-24
ABBVIE INC
0.00%ABBVIE INC
Shares191
Event2026-06-30
Filed2026-07-24
ZETA
0.00%ZETA GLOBAL HOLDINGS CORP
Shares2.4K
Event2026-06-30
Filed2026-07-24
NEM
-24.69%NEWMONT CORP
Shares491
Event2026-06-30
Filed2026-07-24
TMO
-94.44%THERMO FISHER SCIENTIFIC INC
Shares91
Event2026-06-30
Filed2026-07-24
VXUS
0.00%VANGUARD STAR FDS
Shares528
Event2026-06-30
Filed2026-07-24
GEHC
0.00%GE HEALTHCARE TECHNOLOGIES I
Shares692
Event2026-06-30
Filed2026-07-24
OMC
0.00%OMNICOM GROUP INC
Shares600
Event2026-06-30
Filed2026-07-24
HL
0.00%HECLA MINING COMPANY
Shares2.7K
Event2026-06-30
Filed2026-07-24
CE
0.00%CELANESE CORP DEL
Shares901
Event2026-06-30
Filed2026-07-24
BK
-32.69%BANK OF NY MELLON CORP
Shares280
Event2026-06-30
Filed2026-07-24
TYG
-13.35%TORTOISE ENERGY INFRSTRCTR C
Shares909
Event2026-06-30
Filed2026-07-24
QXO
214.29%QXO INC
Shares2.2K
Event2026-06-30
Filed2026-07-24
SLB
0.00%SLB LIMITED
Shares799
Event2026-06-30
Filed2026-07-24
DVN
0.79%DEVON ENERGY CORP NEW
Shares892
Event2026-06-30
Filed2026-07-24
TXT
0.00%TEXTRON INC
Shares401
Event2026-06-30
Filed2026-07-24
GILD
-22.73%GILEAD SCIENCES INC
Shares289
Event2026-06-30
Filed2026-07-24
BAX
-30.05%BAXTER INTL INC
Shares1.7K
Event2026-06-30
Filed2026-07-24
KMI
-24.27%KINDER MORGAN INC DEL
Shares1.1K
Event2026-06-30
Filed2026-07-24
UYG
0.00%PROSHARES TR
Shares420
Event2026-06-30
Filed2026-07-24
ING
0.00%ING GROEP N.V.
Shares1.1K
Event2026-06-30
Filed2026-07-24
FMS
-24.03%FRESENIUS MEDICAL CARE AG
Shares1.5K
Event2026-06-30
Filed2026-07-24
ARES MANAGEMENT CORPORATION
-1.97%ARES MANAGEMENT CORPORATION
Shares299
Event2026-06-30
Filed2026-07-24
TC ENERGY CORP
0.00%TC ENERGY CORP
Shares496
Event2026-06-30
Filed2026-07-24
SYY
5.36%SYSCO CORP
Shares393
Event2026-06-30
Filed2026-07-24
SCCO
-24.17%SOUTHERN COPPER CORP
Shares182
Event2026-06-30
Filed2026-07-24
MS
-39.92%MORGAN STANLEY
Shares146
Event2026-06-30
Filed2026-07-24
APA CORPORATION
0.00%APA CORPORATION
Shares932
Event2026-06-30
Filed2026-07-24
XLE
6.94%SELECT SECTOR SPDR TR
Shares570
Event2026-06-30
Filed2026-07-24
SRVR
NewPACER FDS TR
Shares952
Event2026-06-30
Filed2026-07-24
ALNYLAM PHARMACEUTICALS INC
0.00%ALNYLAM PHARMACEUTICALS INC
Shares100
Event2026-06-30
Filed2026-07-24
MEDTRONIC PLC
-22.89%MEDTRONIC PLC
Shares384
Event2026-06-30
Filed2026-07-24
CLX
11.83%CLOROX CO DEL
Shares312
Event2026-06-30
Filed2026-07-24
AMGN
12.68%AMGEN INC
Shares80
Event2026-06-30
Filed2026-07-24
CL
-62.46%COLGATE PALMOLIVE CO
Shares315
Event2026-06-30
Filed2026-07-24
BX
-16.55%BLACKSTONE INC
Shares232
Event2026-06-30
Filed2026-07-24
UAL
0.00%UNITED AIRLS HLDGS INC
Shares200
Event2026-06-30
Filed2026-07-24
FAST
-34.11%FASTENAL CO
Shares566
Event2026-06-30
Filed2026-07-24
DOW
-37.65%DOW HLDGS INC
Shares962
Event2026-06-30
Filed2026-07-24
BBY
2.98%BEST BUY INC
Shares346
Event2026-06-30
Filed2026-07-24
MOS
0.57%MOSAIC CO
Shares1.2K
Event2026-06-30
Filed2026-07-24
SPYV
0.00%SPDR SERIES TRUST
Shares420
Event2026-06-30
Filed2026-07-24
QSR
9.72%RESTAURANT BRANDS INTL INC
Shares350
Event2026-06-30
Filed2026-07-24
EQT
0.00%EQT CORP
Shares473
Event2026-06-30
Filed2026-07-24
XCEM
NewCOLUMBIA ETF TR II
Shares426
Event2026-06-30
Filed2026-07-24
TFC
0.00%TRUIST FINL CORP
Shares449
Event2026-06-30
Filed2026-07-24
TD
0.00%TORONTO DOMINION BK ONT
Shares176
Event2026-06-30
Filed2026-07-24
SERVICENOW INC
0.00%SERVICENOW INC
Shares215
Event2026-06-30
Filed2026-07-24
IVE
0.00%ISHARES TR
Shares93
Event2026-06-30
Filed2026-07-24
ZBRA
0.00%ZEBRA TECHNOLOGIES CORPORATI
Shares80
Event2026-06-30
Filed2026-07-24
YUMC
0.00%YUM CHINA HLDGS INC
Shares500
Event2026-06-30
Filed2026-07-24
LW
0.00%LAMB WESTON HLDGS INC
Shares466
Event2026-06-30
Filed2026-07-24
NGVT
0.00%INGEVITY CORP
Shares260
Event2026-06-30
Filed2026-07-24
TGTX
0.00%TG THERAPEUTICS INC
Shares353
Event2026-06-30
Filed2026-07-24
CAG
0.00%CONAGRA BRANDS INC
Shares1.4K
Event2026-06-30
Filed2026-07-24
EBAY
-4.57%EBAY INC.
Shares167
Event2026-06-30
Filed2026-07-24
KEYS
0.00%KEYSIGHT TECHNOLOGIES INC
Shares50
Event2026-06-30
Filed2026-07-24
FDS
0.00%FACTSET RESH SYS INC
Shares75
Event2026-06-30
Filed2026-07-24
IYH
0.00%ISHARES TR
Shares255
Event2026-06-30
Filed2026-07-24
FIX
33.33%COMFORT SYS USA INC
Shares8
Event2026-06-30
Filed2026-07-24
SHOP
0.00%SHOPIFY INC
Shares136
Event2026-06-30
Filed2026-07-24
IEI
NewISHARES TR
Shares132
Event2026-06-30
Filed2026-07-24
TER
113.33%TERADYNE INC
Shares32
Event2026-06-30
Filed2026-07-24
APD
-98.13%AIR PRODUCTS AND CHEMICALS I
Shares52
Event2026-06-30
Filed2026-07-24
ARK ETF TR
121.28%ARK ETF TR
Shares104
Event2026-06-30
Filed2026-07-24
IYJ
NewISHARES TR
Shares89
Event2026-06-30
Filed2026-07-24
AGILENT TECHNOLOGIES INC
0.00%AGILENT TECHNOLOGIES INC
Shares110
Event2026-06-30
Filed2026-07-24
NUVEEN QUALITY MUNCP INCOME
0.00%NUVEEN QUALITY MUNCP INCOME
Shares1.2K
Event2026-06-30
Filed2026-07-24
RLYB
0.00%RALLYBIO CORP
Shares812
Event2026-06-30
Filed2026-07-24
PYPL
0.00%PAYPAL HLDGS INC
Shares300
Event2026-06-30
Filed2026-07-24
WSO
-53.13%WATSCO INC
Shares30
Event2026-06-30
Filed2026-07-24
VSS
0.00%VANGUARD INTL EQUITY INDEX F
Shares80
Event2026-06-30
Filed2026-07-24
KHC
1.77%KRAFT HEINZ CO
Shares518
Event2026-06-30
Filed2026-07-24
VOX
-58.86%VANGUARD WORLD FD
Shares65
Event2026-06-30
Filed2026-07-24
COP
0.00%CONOCOPHILLIPS
Shares114
Event2026-06-30
Filed2026-07-24
NWN
0.00%NORTHWEST NAT HLDG CO
Shares235
Event2026-06-30
Filed2026-07-24
VEU
0.00%VANGUARD INTL EQUITY INDEX F
Shares137
Event2026-06-30
Filed2026-07-24
QTUM
NewETF SER SOLUTIONS
Shares66
Event2026-06-30
Filed2026-07-24
TTWO
0.00%TAKE-TWO INTERACTIVE SOFTWAR
Shares42
Event2026-06-30
Filed2026-07-24
ICHR
0.00%ICHOR HOLDINGS
Shares93
Event2026-06-30
Filed2026-07-24
PGR
0.00%PROGRESSIVE CORP
Shares45
Event2026-06-30
Filed2026-07-24
AZO
0.00%AUTOZONE INC
Shares3
Event2026-06-30
Filed2026-07-24
TSCO
0.00%TRACTOR SUPPLY CO
Shares300
Event2026-06-30
Filed2026-07-24
RIVIAN AUTOMOTIVE INC
0.00%RIVIAN AUTOMOTIVE INC
Shares530
Event2026-06-30
Filed2026-07-24
HPQ
-7.81%HP INC
Shares413
Event2026-06-30
Filed2026-07-24
RNP
0.00%COHEN & STEERS REIT & PFD &
Shares444
Event2026-06-30
Filed2026-07-24
TRMB
0.00%TRIMBLE INC
Shares175
Event2026-06-30
Filed2026-07-24
VEEV
0.00%VEEVA SYS INC
Shares50
Event2026-06-30
Filed2026-07-24
MINE
0.00%MAYFAIR GOLD CORP
Shares3.5K
Event2026-06-30
Filed2026-07-24
SCZM
-44.60%SANTACRUZ SILVER MNG LTD
Shares1.2K
Event2026-06-30
Filed2026-07-24
BTE
0.00%BAYTEX ENERGY CORP
Shares2.0K
Event2026-06-30
Filed2026-07-24
ASML
0.00%ASML HLDG NV
Shares4
Event2026-06-30
Filed2026-07-24
ADI
0.00%ANALOG DEVICES INC
Shares20
Event2026-06-30
Filed2026-07-24
AIVL
NewWISDOMTREE TR
Shares54
Event2026-06-30
Filed2026-07-24
NB
0.00%NIOCORP DEVS LTD
Shares1.4K
Event2026-06-30
Filed2026-07-24
IBIT
0.00%ISHARES BITCOIN TRUST ETF
Shares200
Event2026-06-30
Filed2026-07-24
SRE
-28.28%SEMPRA
Shares71
Event2026-06-30
Filed2026-07-24
COIN
0.00%COINBASE GLOBAL INC
Shares40
Event2026-06-30
Filed2026-07-24
RBLX
0.00%ROBLOX CORP
Shares107
Event2026-06-30
Filed2026-07-24
INCY
-15.79%INCYTE CORP
Shares48
Event2026-06-30
Filed2026-07-24
NTRA
0.00%NATERA INC
Shares20
Event2026-06-30
Filed2026-07-24
FURY
0.00%FURY GOLD MINES LIMITED
Shares10.0K
Event2026-06-30
Filed2026-07-24
MEDP
0.00%MEDPACE HLDGS INC
Shares10
Event2026-06-30
Filed2026-07-24
IDEQ
0.00%LAZARD ACTIVE ETF TR
Shares144
Event2026-06-30
Filed2026-07-24
RIG
0.00%TRANSOCEAN LTD
Shares1.0K
Event2026-06-30
Filed2026-07-24
IDEXX LABS INC
-10.00%IDEXX LABS INC
Shares9
Event2026-06-30
Filed2026-07-24
VTRS
0.00%VIATRIS INC
Shares297
Event2026-06-30
Filed2026-07-24
CRM
0.00%SALESFORCE INC
Shares30
Event2026-06-30
Filed2026-07-24
LYFT INC
0.00%LYFT INC
Shares300
Event2026-06-30
Filed2026-07-24
ABUS
0.00%ARBUTUS BIOPHARMA CORP
Shares900
Event2026-06-30
Filed2026-07-24
KD
0.00%KYNDRYL HLDGS INC
Shares380
Event2026-06-30
Filed2026-07-24
SBUX
0.00%STARBUCKS CORP
Shares42
Event2026-06-30
Filed2026-07-24
CDNS
-26.67%CADENCE DESIGN SYSTEM INC
Shares11
Event2026-06-30
Filed2026-07-24
NTES
0.00%NETEASE COM INC
Shares30
Event2026-06-30
Filed2026-07-24
IJR
0.00%ISHARES TR
Shares25
Event2026-06-30
Filed2026-07-24
EW
-38.10%EDWARDS LIFESCIENCES CORP
Shares39
Event2026-06-30
Filed2026-07-24
SOBO
0.00%SOUTH BOW CORP
Shares98
Event2026-06-30
Filed2026-07-24
POST
0.00%POST HLDGS INC
Shares39
Event2026-06-30
Filed2026-07-24
VSNT
-8.08%VERSANT MEDIA GROUP INC
Shares91
Event2026-06-30
Filed2026-07-24
MTCH
0.00%MATCH GROUP INC NEW
Shares86
Event2026-06-30
Filed2026-07-24
CCL
NewCARNIVAL CORP LTD
Shares114
Event2026-06-30
Filed2026-07-24
APH
0.00%AMPHENOL CORP
Shares18
Event2026-06-30
Filed2026-07-24
NVS
0.00%NOVARTIS AG
Shares19
Event2026-06-30
Filed2026-07-24
ALIBABA GROUP HLDG LTD
0.00%ALIBABA GROUP HLDG LTD
Shares30
Event2026-06-30
Filed2026-07-24
VRSN
-42.11%VERISIGN INC
Shares11
Event2026-06-30
Filed2026-07-24
ULTA BEAUTY INC
0.00%ULTA BEAUTY INC
Shares6
Event2026-06-30
Filed2026-07-24
MTD
-50.00%METTLER TOLEDO INTERNATIONAL
Shares2
Event2026-06-30
Filed2026-07-24
REGN
0.00%REGENERON PHARMACEUTICALS
Shares4
Event2026-06-30
Filed2026-07-24
VRTX
-44.44%VERTEX PHARMACEUTICALS INC
Shares5
Event2026-06-30
Filed2026-07-24
DECK
-53.06%DECKERS OUTDOOR CORP
Shares23
Event2026-06-30
Filed2026-07-24
NKE
51.43%NIKE INC
Shares53
Event2026-06-30
Filed2026-07-24
NVO
0.00%NOVO-NORDISK A S
Shares42
Event2026-06-30
Filed2026-07-24
RH
-62.50%RH
Shares12
Event2026-06-30
Filed2026-07-24
IAC
0.00%PEOPLE INC
Shares40
Event2026-06-30
Filed2026-07-24
BMRN
0.00%BIOMARIN PHARMACEUTICAL INC
Shares28
Event2026-06-30
Filed2026-07-24
EWJ
0.00%ISHARES INC
Shares17
Event2026-06-30
Filed2026-07-24
PROGYNY INC
0.00%PROGYNY INC
Shares55
Event2026-06-30
Filed2026-07-24
RHI
-74.11%ROBERT HALF INC.
Shares51
Event2026-06-30
Filed2026-07-24
CMP
0.00%COMPASS MINERALS INTL INC
Shares50
Event2026-06-30
Filed2026-07-24
FICO
-66.67%FAIR ISAAC CORP
Shares1
Event2026-06-30
Filed2026-07-24
SIX FLAGS ENTERTAINMENT CORP
0.00%SIX FLAGS ENTERTAINMENT CORP
Shares50
Event2026-06-30
Filed2026-07-24
ZM
0.00%ZOOM COMMUNICATIONS INC
Shares10
Event2026-06-30
Filed2026-07-24
HYFT
NewMINDWALK HOLDINGS CORP
Shares500
Event2026-06-30
Filed2026-07-24
DNA
0.00%GINKGO BIOWORKS HOLDINGS INC
Shares65
Event2026-06-30
Filed2026-07-24
CHPT
0.00%CHARGEPOINT HOLDINGS INC
Shares75
Event2026-06-30
Filed2026-07-24
MYGN
0.00%MYRIAD GENETICS INC
Shares60
Event2026-06-30
Filed2026-07-24
B
0.00%BARRICK MNG CORP
Shares8
Event2026-06-30
Filed2026-07-24
XRPI
0.00%VOLATILITY SHS TR
Shares48
Event2026-06-30
Filed2026-07-24
ALK
0.00%ALASKA AIR GROUP INC
Shares5
Event2026-06-30
Filed2026-07-24
VYM
0.00%VANGUARD WHITEHALL FDS
Shares1
Event2026-06-30
Filed2026-07-24
IBID
0.00%ISHARES TR
Shares480
Event2026-06-30
Filed2026-07-24
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available