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

Currently, Hegarty Advisors, LLC holds 57 types of securities in its portfolio with a total value $126.8M. In the most recent quarter, they have increased their positions in N/A (+3.8K shares, valued at $2.2M), GLDM (+20.8K shares, valued at $1.9M), VOE (+9.4K shares, valued at $1.7M); decreased their positions in N/A (-4.4K shares, valued at $836.6K), VWO (-8.5K shares, valued at $459.9K), STXE (-9.6K shares, valued at $373.8K); initiated new positions in N/A (+3.8K shares, valued at $2.2M), GLDM (+20.8K shares, valued at $1.9M), SIVR (+23.3K shares, valued at $1.7M).

1M P&L

-231.4K-0.23%

3M P&L

+3.2M+3.23%

HY P&L

+98.8K+0.10%

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/A97.6M

95.3%

2Consumer Electronics1.7M

1.6%

3Capital Markets828.2K

0.8%

Top Industries by Stock Count

1N/A45 stocks

86.5%

2Internet Retail1 stocks

1.9%

3Consumer Electronics1 stocks

1.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEU VANGUARD INTL EQUITY INDEX F212.8K shares5.17%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS24.6K shares1.80%2026-03-312026-04-30

VBR VANGUARD INDEX FDS45.0K shares0.51%2026-03-312026-04-30

STRV EA SERIES TRUST151.7K shares-1.26%2026-03-312026-04-30

VT VANGUARD INTL EQUITY INDEX F37.0K shares-1.64%2026-03-312026-04-30

VOE VANGUARD INDEX FDS25.6K shares57.89%2026-03-312026-04-30

VONV VANGUARD SCOTTSDALE FDS49.6K shares1.73%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T21.7K shares-16.75%2026-03-312026-04-30

Sponsored

VIOV VANGUARD ADMIRAL FDS INC39.8K shares8.53%2026-03-312026-04-30

ALPS ETF TR ALPS ETF TR58.4K shares1.04%2026-03-312026-04-30

VCSH VANGUARD SCOTTSDALE FDS38.1K shares22.98%2026-03-312026-04-30

QQQM INVESCO EXCH TRADED FD TR II12.5K shares-10.42%2026-03-312026-04-30

VTI VANGUARD INDEX FDS8.3K shares-0.24%2026-03-312026-04-30

EMXC ISHARES INC33.5K shares80.16%2026-03-312026-04-30

VTIP VANGUARD MALVERN FDS49.5K shares1.20%2026-03-312026-04-30

BND VANGUARD BD INDEX FDS33.0K shares9.93%2026-03-312026-04-30

Sponsored

VYM VANGUARD WHITEHALL FDS16.3K shares2.29%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR3.8K sharesnew addition2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T3.3K shares1.15%2026-03-312026-04-30

VWO VANGUARD INTL EQUITY INDEX F37.3K shares-18.59%2026-03-312026-04-30

GLDM WORLD GOLD TR20.8K sharesnew addition2026-03-312026-04-30

PFFD GLOBAL X FDS100.7K shares1.80%2026-03-312026-04-30

VTV VANGUARD INDEX FDS9.0K shares-1.27%2026-03-312026-04-30

SIVR ABRDN SILVER ETF TRUST23.3K sharesnew addition2026-03-312026-04-30

Sponsored

VEA VANGUARD TAX-MANAGED FDS26.0K shares1.64%2026-03-312026-04-30

AAPL APPLE INC6.6K sharesnew addition2026-03-312026-04-30

VGSH VANGUARD SCOTTSDALE FDS27.5K shares-8.38%2026-03-312026-04-30

VB VANGUARD INDEX FDS4.7K shares-0.95%2026-03-312026-04-30

MTBA SIMPLIFY EXCHANGE TRADED FUN22.0K shares220.24%2026-03-312026-04-30

VO VANGUARD INDEX FDS3.5K shares29.45%2026-03-312026-04-30

PDBA INVESCO ACTVELY MNGD ETC FD26.4K shares-11.58%2026-03-312026-04-30

ICSH ISHARES TR18.8K shares31.26%2026-03-312026-04-30

Sponsored

VIOO VANGUARD ADMIRAL FDS INC7.5K shares4.06%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC979 shares0.00%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS3.7K shares15.46%2026-03-312026-04-30

VGIT VANGUARD SCOTTSDALE FDS12.2K shares-0.81%2026-03-312026-04-30

STXE EA SERIES TRUST16.6K shares-36.55%2026-03-312026-04-30

AMZN AMAZON COM INC3.1K sharesnew addition2026-03-312026-04-30

MSFT MICROSOFT CORP1.7K shares0.00%2026-03-312026-04-30

DGRO ISHARES TR8.1K shares15.05%2026-03-312026-04-30

Sponsored

JPM JPMORGAN CHASE & CO1.9K shares0.00%2026-03-312026-04-30

VUG VANGUARD INDEX FDS1.3K shares12.03%2026-03-312026-04-30

XLE SELECT SECTOR SPDR TR8.2K shares-1.90%2026-03-312026-04-30

DIA STATE STR SPDR DOW JONES IND1.0K shares-0.98%2026-03-312026-04-30

HYBB ISHARES TR9.8K shares35.07%2026-03-312026-04-30

IVV ISHARES TR647 shares0.00%2026-03-312026-04-30

VPU VANGUARD WORLD FD1.9K shares-8.14%2026-03-312026-04-30

VCIT VANGUARD SCOTTSDALE FDS4.2K shares-2.41%2026-03-312026-04-30

Sponsored

TIP ISHARES TR2.9K shares0.00%2026-03-312026-04-30

SPHY SPDR SERIES TRUST13.4K shares1.15%2026-03-312026-04-30

SPYV SPDR SERIES TRUST5.4K shares0.21%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL628 sharesnew addition2026-03-312026-04-30

NVDA NVIDIA CORPORATION1.6K shares0.00%2026-03-312026-04-30

IWB ISHARES TR749 shares0.00%2026-03-312026-04-30

EEM ISHARES TR4.5K shares0.00%2026-03-312026-04-30

XOM EXXON MOBIL CORP1.3K sharesnew addition2026-03-312026-04-30

Sponsored

PFF ISHARES TR6.6K shares0.50%2026-03-312026-04-30

VEU

VANGUARD INTL EQUITY INDEX F

5.17%

Shares212.8K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

1.80%

Shares24.6K

Event2026-03-31

Filed2026-04-30

VBR

VANGUARD INDEX FDS

0.51%

Shares45.0K

Event2026-03-31

Filed2026-04-30

STRV

EA SERIES TRUST

-1.26%

Shares151.7K

Event2026-03-31

Filed2026-04-30

VANGUARD INTL EQUITY INDEX F

-1.64%

Shares37.0K

Event2026-03-31

Filed2026-04-30

VOE

VANGUARD INDEX FDS

57.89%

Shares25.6K

Event2026-03-31

Filed2026-04-30

VONV

VANGUARD SCOTTSDALE FDS

1.73%

Shares49.6K

Event2026-03-31

Filed2026-04-30

INVESCO EXCHANGE TRADED FD T

-16.75%

Shares21.7K

Event2026-03-31

Filed2026-04-30

VIOV

VANGUARD ADMIRAL FDS INC

8.53%

Shares39.8K

Event2026-03-31

Filed2026-04-30

ALPS ETF TR

1.04%

Shares58.4K

Event2026-03-31

Filed2026-04-30

VCSH

VANGUARD SCOTTSDALE FDS

22.98%

Shares38.1K

Event2026-03-31

Filed2026-04-30

QQQM

INVESCO EXCH TRADED FD TR II

-10.42%

Shares12.5K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

-0.24%

Shares8.3K

Event2026-03-31

Filed2026-04-30

EMXC

ISHARES INC

80.16%

Shares33.5K

Event2026-03-31

Filed2026-04-30

VTIP

VANGUARD MALVERN FDS

1.20%

Shares49.5K

Event2026-03-31

Filed2026-04-30

BND

VANGUARD BD INDEX FDS

9.93%

Shares33.0K

Event2026-03-31

Filed2026-04-30

VYM

VANGUARD WHITEHALL FDS

2.29%

Shares16.3K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR

New

Shares3.8K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

1.15%

Shares3.3K

Event2026-03-31

Filed2026-04-30

VWO

VANGUARD INTL EQUITY INDEX F

-18.59%

Shares37.3K

Event2026-03-31

Filed2026-04-30

GLDM

WORLD GOLD TR

New

Shares20.8K

Event2026-03-31

Filed2026-04-30

PFFD

GLOBAL X FDS

1.80%

Shares100.7K

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD INDEX FDS

-1.27%

Shares9.0K

Event2026-03-31

Filed2026-04-30

SIVR

ABRDN SILVER ETF TRUST

New

Shares23.3K

Event2026-03-31

Filed2026-04-30

VEA

VANGUARD TAX-MANAGED FDS

1.64%

Shares26.0K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

New

Shares6.6K

Event2026-03-31

Filed2026-04-30

VGSH

VANGUARD SCOTTSDALE FDS

-8.38%

Shares27.5K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-0.95%

Shares4.7K

Event2026-03-31

Filed2026-04-30

MTBA

SIMPLIFY EXCHANGE TRADED FUN

220.24%

Shares22.0K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

29.45%

Shares3.5K

Event2026-03-31

Filed2026-04-30

PDBA

INVESCO ACTVELY MNGD ETC FD

-11.58%

Shares26.4K

Event2026-03-31

Filed2026-04-30

ICSH

ISHARES TR

31.26%

Shares18.8K

Event2026-03-31

Filed2026-04-30

VIOO

VANGUARD ADMIRAL FDS INC

4.06%

Shares7.5K

Event2026-03-31

Filed2026-04-30

GOLDMAN SACHS GROUP INC

0.00%

Shares979

Event2026-03-31

Filed2026-04-30

VIG

VANGUARD SPECIALIZED FUNDS

15.46%

Shares3.7K

Event2026-03-31

Filed2026-04-30

VGIT

VANGUARD SCOTTSDALE FDS

-0.81%

Shares12.2K

Event2026-03-31

Filed2026-04-30

STXE

EA SERIES TRUST

-36.55%

Shares16.6K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

New

Shares3.1K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-30

DGRO

ISHARES TR

15.05%

Shares8.1K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD INDEX FDS

12.03%

Shares1.3K

Event2026-03-31

Filed2026-04-30

XLE

SELECT SECTOR SPDR TR

-1.90%

Shares8.2K

Event2026-03-31

Filed2026-04-30

DIA

STATE STR SPDR DOW JONES IND

-0.98%

Shares1.0K

Event2026-03-31

Filed2026-04-30

HYBB

ISHARES TR

35.07%

Shares9.8K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

0.00%

Shares647

Event2026-03-31

Filed2026-04-30

VPU

VANGUARD WORLD FD

-8.14%

Shares1.9K

Event2026-03-31

Filed2026-04-30

VCIT

VANGUARD SCOTTSDALE FDS

-2.41%

Shares4.2K

Event2026-03-31

Filed2026-04-30

TIP

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-30

SPHY

SPDR SERIES TRUST

1.15%

Shares13.4K

Event2026-03-31

Filed2026-04-30

SPYV

SPDR SERIES TRUST

0.21%

Shares5.4K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

New

Shares628

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-30

IWB

ISHARES TR

0.00%

Shares749

Event2026-03-31

Filed2026-04-30

EEM

ISHARES TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

New

Shares1.3K

Event2026-03-31

Filed2026-04-30

PFF

ISHARES TR

0.50%

Shares6.6K

Event2026-03-31

Filed2026-04-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available