Sponsored

The Analysis of Independent Solutions Wealth Management, LLC's Holdings & P&L

Currently, Independent Solutions Wealth Management, LLC holds 194 types of securities in its portfolio with a total value $766.3M. In the most recent quarter, they have increased their positions in PYLD (+183.1K shares, valued at $4.9M), MRVL (+14.6K shares, valued at $4.4M), LRCX (+9.4K shares, valued at $4.1M); decreased their positions in SHV (-36.4K shares, valued at $4.0M), VALE (-149.6K shares, valued at $2.3M), N/A (-25.2K shares, valued at $1.8M); initiated new positions in PYLD (+183.1K shares, valued at $4.9M), MRVL (+14.6K shares, valued at $4.4M), DGRO (+46.0K shares, valued at $3.5M).

1M P&L

+23.9K+0.00%

3M P&L

+5.8M+1.18%

HY P&L

+35.7M+7.74%

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/A242.6M

48.4%

2Semiconductors44.5M

8.9%

3Consumer Electronics24.5M

4.9%

Top Industries by Stock Count

1N/A56 stocks

34.6%

2Semiconductors10 stocks

6.2%

3Capital Markets6 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LISTED FDS TR LISTED FDS TR3.4M shares2.55%2026-06-302026-07-29

AAPL APPLE INC84.7K shares-0.51%2026-06-302026-07-29

NVDA NVIDIA CORPORATION102.4K shares-1.22%2026-06-302026-07-29

IVW ISHARES TR146.1K shares-4.66%2026-06-302026-07-29

BROADCOM INC BROADCOM INC45.5K shares-1.57%2026-06-302026-07-29

IVE ISHARES TR72.4K shares-0.31%2026-06-302026-07-29

SHV ISHARES TR108.6K shares-25.08%2026-06-302026-07-29

IJH ISHARES TR150.0K shares-1.06%2026-06-302026-07-29

Sponsored

ISHARES TR ISHARES TR15.1K shares8.31%2026-06-302026-07-29

ISHARES TR ISHARES TR112.8K shares0.36%2026-06-302026-07-29

ISHARES TR ISHARES TR111.2K shares-1.80%2026-06-302026-07-29

SCHV SCHWAB STRATEGIC TR301.4K shares-1.09%2026-06-302026-07-29

GOOGL ALPHABET INC27.3K shares-1.56%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION10.4K shares-2.95%2026-06-302026-07-29

GVI ISHARES TR90.9K shares0.74%2026-06-302026-07-29

SCHG SCHWAB STRATEGIC TR284.0K shares-1.15%2026-06-302026-07-29

Sponsored

CISCO SYS INC CISCO SYS INC72.6K shares-15.52%2026-06-302026-07-29

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC73.0K shares-3.60%2026-06-302026-07-29

JPST J P MORGAN EXCHANGE TRADED F164.1K shares-2.10%2026-06-302026-07-29

LRCX LAM RESEARCH CORP18.8K shares99.19%2026-06-302026-07-29

MSFT MICROSOFT CORP21.5K shares-15.34%2026-06-302026-07-29

MINT PIMCO ETF TR78.2K shares-3.70%2026-06-302026-07-29

ITOT ISHARES TR47.1K shares-1.95%2026-06-302026-07-29

AMZN AMAZON COM INC31.0K shares0.28%2026-06-302026-07-29

Sponsored

SHY ISHARES TR86.5K shares2.05%2026-06-302026-07-29

SCHZ SCHWAB STRATEGIC TR287.3K shares2.60%2026-06-302026-07-29

SHYG ISHARES TR154.1K shares2.98%2026-06-302026-07-29

CVX CHEVRON CORPORATION39.0K shares1.12%2026-06-302026-07-29

FLOT ISHARES TR126.3K shares0.30%2026-06-302026-07-29

IJR ISHARES TR43.4K shares-1.77%2026-06-302026-07-29

SCHR SCHWAB STRATEGIC TR230.8K shares5.38%2026-06-302026-07-29

MTUM ISHARES TR15.6K shares-0.66%2026-06-302026-07-29

Sponsored

VISA INC VISA INC15.6K shares-0.73%2026-06-302026-07-29

ARM ARM HOLDINGS PLC14.9K shares-1.08%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP38.3K shares0.73%2026-06-302026-07-29

SCHF SCHWAB STRATEGIC TR189.0K shares-3.34%2026-06-302026-07-29

LQD ISHARES TR47.7K shares0.65%2026-06-302026-07-29

APPLOVIN CORP APPLOVIN CORP10.0K shares-5.38%2026-06-302026-07-29

SCHM SCHWAB STRATEGIC TR139.5K shares-3.14%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC9.1K shares-1.92%2026-06-302026-07-29

Sponsored

JNJ JOHNSON & JOHNSON19.5K shares1.27%2026-06-302026-07-29

PYLD PIMCO ETF TR183.1K sharesnew addition2026-06-302026-07-29

IMTM ISHARES TR90.7K shares9.23%2026-06-302026-07-29

LAMR LAMAR ADVERTISING CO30.9K shares0.82%2026-06-302026-07-29

SCHO SCHWAB STRATEGIC TR195.1K shares-2.66%2026-06-302026-07-29

GOOG ALPHABET INC13.2K shares-1.41%2026-06-302026-07-29

ANET ARISTA NETWORKS INC26.7K shares-1.97%2026-06-302026-07-29

KO COCA COLA CO53.8K shares-1.00%2026-06-302026-07-29

Sponsored

MRVL MARVELL TECHNOLOGY INC14.6K sharesnew addition2026-06-302026-07-29

MO ALTRIA GROUP INC60.1K shares2.22%2026-06-302026-07-29

HOOD ROBINHOOD MKTS INC43.1K shares-2.93%2026-06-302026-07-29

HDV ISHARES TR156.5K shares418.91%2026-06-302026-07-29

ETN EATON CORP PLC9.9K shares-3.23%2026-06-302026-07-29

SHOP SHOPIFY INC35.1K shares-0.56%2026-06-302026-07-29

SCHB SCHWAB STRATEGIC TR138.1K shares-3.33%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC21.7K shares1.65%2026-06-302026-07-29

Sponsored

CLOUDFLARE INC CLOUDFLARE INC15.7K shares-1.69%2026-06-302026-07-29

MRK MERCK & CO INC28.9K shares-0.48%2026-06-302026-07-29

CASY CASEYS GEN STORES INC4.7K shares-5.31%2026-06-302026-07-29

SCCO SOUTHERN COPPER CORP20.9K shares-0.99%2026-06-302026-07-29

PG PROCTER & GAMBLE CO24.4K shares14.59%2026-06-302026-07-29

AMGN AMGEN INC9.8K shares1.94%2026-06-302026-07-29

CRWV COREWEAVE INC35.5K shares-2.08%2026-06-302026-07-29

IXUS ISHARES TR36.8K shares5.94%2026-06-302026-07-29

Sponsored

DGRO ISHARES TR46.0K sharesnew addition2026-06-302026-07-29

FREL FIDELITY COVINGTON TRUST115.3K shares0.90%2026-06-302026-07-29

SCHD SCHWAB STRATEGIC TR104.6K shares-0.39%2026-06-302026-07-29

VLO VALERO ENERGY CORP12.7K shares-0.73%2026-06-302026-07-29

ABBVIE INC ABBVIE INC13.0K shares0.46%2026-06-302026-07-29

IAU ISHARES GOLD TR42.4K shares4.45%2026-06-302026-07-29

IBKR INTERACTIVE BROKERS GROUP IN35.8K shares-4.09%2026-06-302026-07-29

QQQ INVESCO QQQ TR4.2K shares-0.47%2026-06-302026-07-29

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C67.6K sharesnew addition2026-06-302026-07-29

MCD MCDONALDS CORP11.1K shares2.09%2026-06-302026-07-29

QCOM QUALCOMM INC16.2K shares1.01%2026-06-302026-07-29

SCHA SCHWAB STRATEGIC TR82.6K shares-0.20%2026-06-302026-07-29

IWF ISHARES TR23.9K shares469.98%2026-06-302026-07-29

RMBS RAMBUS INC DEL22.2K shares-1.79%2026-06-302026-07-29

PAG PENSKE AUTOMOTIVE GRP INC16.4K shares-1.65%2026-06-302026-07-29

IOO ISHARES TR21.2K shares35.49%2026-06-302026-07-29

Sponsored

IBM INTERNATIONAL BUSINESS MACHS10.1K shares2.69%2026-06-302026-07-29

MPC MARATHON PETE CORP10.8K shares1.83%2026-06-302026-07-29

CRUS CIRRUS LOGIC INC18.2K sharesnew addition2026-06-302026-07-29

HD HOME DEPOT INC7.6K shares0.85%2026-06-302026-07-29

PSX PHILLIPS 6615.6K shares1.19%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC2.5K shares149.95%2026-06-302026-07-29

BX BLACKSTONE INC21.1K shares2.79%2026-06-302026-07-29

PJT PJT PARTNERS INC16.0K shares-1.23%2026-06-302026-07-29

Sponsored

RTX CORPORATION RTX CORPORATION12.6K shares0.00%2026-06-302026-07-29

SRE SEMPRA25.4K shares2.97%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC2.0K shares-4.14%2026-06-302026-07-29

SOLS SOLSTICE ADVANCED MATLS INC25.9K shares1.23%2026-06-302026-07-29

SMH VANECK ETF TRUST3.4K shares34.43%2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC3.0K shares4.89%2026-06-302026-07-29

PNC PNC FINL SVCS GROUP INC8.7K shares4.93%2026-06-302026-07-29

RSP INVESCO EXCHANGE TRADED FD T10.0K shares0.00%2026-06-302026-07-29

Sponsored

ENB ENBRIDGE INC38.9K shares1.67%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC5.0K shares2.14%2026-06-302026-07-29

CMI CUMMINS INC2.8K shares-2.26%2026-06-302026-07-29

RY ROYAL BK CDA9.3K shares-0.53%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS8.1K shares0.00%2026-06-302026-07-29

PGR PROGRESSIVE CORP8.8K sharesnew addition2026-06-302026-07-29

SCHH SCHWAB STRATEGIC TR79.7K shares-0.34%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO5.7K shares-43.89%2026-06-302026-07-29

Sponsored

GLW CORNING INC7.3K shares-0.68%2026-06-302026-07-29

DELL DELL TECHNOLOGIES INC4.2K shares-1.14%2026-06-302026-07-29

WMT WALMART INC15.9K shares-0.51%2026-06-302026-07-29

3M CO 3M CO10.0K sharesnew addition2026-06-302026-07-29

INTC INTEL CORP11.4K shares4.35%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC37.5K shares0.38%2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED3.0K shares-8.16%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC2.5K shares21.82%2026-06-302026-07-29

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC7.7K shares-3.34%2026-06-302026-07-29

SNA SNAP ON INC3.6K shares0.00%2026-06-302026-07-29

IWD ISHARES TR5.8K shares146.59%2026-06-302026-07-29

CME CME GROUP INC6.3K shares5.72%2026-06-302026-07-29

NEM NEWMONT CORP14.7K shares1.67%2026-06-302026-07-29

EEM ISHARES TR19.4K shares8.34%2026-06-302026-07-29

TSLA TESLA INC3.0K shares25.06%2026-06-302026-07-29

CAT CATERPILLAR INC1.1K shares-8.20%2026-06-302026-07-29

Sponsored

VIRT VIRTU FINL INC19.9K shares-1.24%2026-06-302026-07-29

NKE NIKE INC28.7K shares60.35%2026-06-302026-07-29

GILD GILEAD SCIENCES INC9.1K shares-0.11%2026-06-302026-07-29

NFG NATIONAL FUEL GAS CO14.8K shares-0.49%2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.15.6K shares-61.74%2026-06-302026-07-29

LLY ELI LILLY & CO912 shares-2.67%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.4K shares7.98%2026-06-302026-07-29

HONEYWELL INTL INC HONEYWELL INTL INC4.6K sharesnew addition2026-06-302026-07-29

Sponsored

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC4.6K sharesnew addition2026-06-302026-07-29

BAC BANK OF AMER CORP16.9K shares-17.28%2026-06-302026-07-29

IGSB ISHARES TR17.4K shares-22.60%2026-06-302026-07-29

CP CANADIAN PACIFIC KANSAS CITY10.1K shares-0.34%2026-06-302026-07-29

DBEF DBX ETF TR15.0K shares0.00%2026-06-302026-07-29

TTE TOTALENERGIES SE10.5K shares0.00%2026-06-302026-07-29

ALL ALLSTATE CORP3.4K shares21.07%2026-06-302026-07-29

MGK VANGUARD WORLD FD8.7K shares400.00%2026-06-302026-07-29

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares53.71%2026-06-302026-07-29

ASML ASML HLDG NV277 shares0.00%2026-06-302026-07-29

CMC COMMERCIAL METALS CO8.4K shares6.06%2026-06-302026-07-29

GRMN GARMIN LTD2.2K shares-1.03%2026-06-302026-07-29

MTB M & T BK CORP2.1K shares0.00%2026-06-302026-07-29

F FORD MTR CO35.3K shares-5.32%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC1.4K sharesnew addition2026-06-302026-07-29

UNP UNION PAC CORP1.8K shares-1.05%2026-06-302026-07-29

Sponsored

COF CAPITAL ONE FINL CORP2.4K shares-5.14%2026-06-302026-07-29

ABT ABBOTT LABORATORIES5.3K shares8.15%2026-06-302026-07-29

ORACLE CORP ORACLE CORP3.2K shares20.58%2026-06-302026-07-29

OKE ONEOK INC NEW5.3K shares0.09%2026-06-302026-07-29

IJJ ISHARES TR3.1K shares0.00%2026-06-302026-07-29

ILF ISHARES TR13.3K shares14.98%2026-06-302026-07-29

VALE VALE S A29.5K shares-83.53%2026-06-302026-07-29

KLAC KLA CORP1.3K sharesnew addition2026-06-302026-07-29

Sponsored

GE GE AEROSPACE1.1K shares-11.43%2026-06-302026-07-29

VOT VANGUARD INDEX FDS1.3K shares0.00%2026-06-302026-07-29

GLD SPDR GOLD TR1.1K shares-16.36%2026-06-302026-07-29

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.3K sharesnew addition2026-06-302026-07-29

LHX L3HARRIS TECHNOLOGIES INC1.3K shares-2.27%2026-06-302026-07-29

AXP AMERICAN EXPRESS CO1.1K shares0.00%2026-06-302026-07-29

TJX TJX COS INC NEW2.4K shares0.00%2026-06-302026-07-29

FAS DIREXION SHARES ETF TRUST2.3K shares0.00%2026-06-302026-07-29

Sponsored

LUMENTUM HLDGS INC LUMENTUM HLDGS INC400 shares0.00%2026-06-302026-07-29

MS MORGAN STANLEY1.6K shares2.23%2026-06-302026-07-29

NSC NORFOLK SOUTHN CORP1.0K shares0.00%2026-06-302026-07-29

VOO VANGUARD INDEX FDS458 shares20.84%2026-06-302026-07-29

PEP PEPSICO INC2.3K shares-33.41%2026-06-302026-07-29

TXN TEXAS INSTRS INC1.0K sharesnew addition2026-06-302026-07-29

IRT INDEPENDENCE RLTY TR INC18.2K shares0.00%2026-06-302026-07-29

WASTE MGMT INC DEL WASTE MGMT INC DEL1.3K shares-12.93%2026-06-302026-07-29

Sponsored

DVN DEVON ENERGY CORP NEW7.2K shares0.00%2026-06-302026-07-29

NUE NUCOR CORP1.3K shares0.00%2026-06-302026-07-29

XLI SELECT SECTOR SPDR TR1.6K shares0.00%2026-06-302026-07-29

XHB SPDR SERIES TRUST2.5K shares0.00%2026-06-302026-07-29

CVNA CARVANA CO4.3K shares400.00%2026-06-302026-07-29

IWM ISHARES TR925 shares-0.11%2026-06-302026-07-29

TC ENERGY CORP TC ENERGY CORP4.0K shares0.00%2026-06-302026-07-29

SYBT STOCK YDS BANCORP INC3.4K shares0.38%2026-06-302026-07-29

Sponsored

DIA STATE STR SPDR DOW JONES IND488 shares-9.29%2026-06-302026-07-29

FDX FEDEX CORP808 shares-6.16%2026-06-302026-07-29

MUFG MITSUBISHI UFJ FINANCIAL GRO12.7K shares0.00%2026-06-302026-07-29

GEV GE VERNOVA INC211 sharesnew addition2026-06-302026-07-29

TROW PRICE T ROWE GROUP INC2.2K sharesnew addition2026-06-302026-07-29

MSIF MSC INCOME FUND INC20.9K sharesnew addition2026-06-302026-07-29

T AT&T INC11.7K shares7.99%2026-06-302026-07-29

XAR SPDR SERIES TRUST846 shares0.00%2026-06-302026-07-29

Sponsored

FTNT FORTINET INC1.5K sharesnew addition2026-06-302026-07-29

APD AIR PRODUCTS AND CHEMICALS I799 shares-33.97%2026-06-302026-07-29

IWS ISHARES TR1.4K sharesnew addition2026-06-302026-07-29

VOE VANGUARD INDEX FDS1.1K sharesnew addition2026-06-302026-07-29

ADOBE INC ADOBE INC1.0K shares-5.51%2026-06-302026-07-29

TMO THERMO FISHER SCIENTIFIC INC417 shares-28.35%2026-06-302026-07-29

QUANTA SVCS INC QUANTA SVCS INC278 sharesnew addition2026-06-302026-07-29

NWBI NORTHWEST BANCSHARES INC12.9K shares1.44%2026-06-302026-07-29

Sponsored

ENIC ENEL CHILE SA22.2K shares0.00%2026-06-302026-07-29

EGHT 8X8 INC NEW19.6K shares0.00%2026-06-302026-07-29

LISTED FDS TR

2.55%

Shares3.4M

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

-0.51%

Shares84.7K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

-1.22%

Shares102.4K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES TR

-4.66%

Shares146.1K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

-1.57%

Shares45.5K

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR

-0.31%

Shares72.4K

Event2026-06-30

Filed2026-07-29

SHV

ISHARES TR

-25.08%

Shares108.6K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

-1.06%

Shares150.0K

Event2026-06-30

Filed2026-07-29

ISHARES TR

8.31%

Shares15.1K

Event2026-06-30

Filed2026-07-29

ISHARES TR

0.36%

Shares112.8K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-1.80%

Shares111.2K

Event2026-06-30

Filed2026-07-29

SCHV

SCHWAB STRATEGIC TR

-1.09%

Shares301.4K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

-1.56%

Shares27.3K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

-2.95%

Shares10.4K

Event2026-06-30

Filed2026-07-29

GVI

ISHARES TR

0.74%

Shares90.9K

Event2026-06-30

Filed2026-07-29

SCHG

SCHWAB STRATEGIC TR

-1.15%

Shares284.0K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

-15.52%

Shares72.6K

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC

-3.60%

Shares73.0K

Event2026-06-30

Filed2026-07-29

JPST

J P MORGAN EXCHANGE TRADED F

-2.10%

Shares164.1K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

99.19%

Shares18.8K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

-15.34%

Shares21.5K

Event2026-06-30

Filed2026-07-29

MINT

PIMCO ETF TR

-3.70%

Shares78.2K

Event2026-06-30

Filed2026-07-29

ITOT

ISHARES TR

-1.95%

Shares47.1K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

0.28%

Shares31.0K

Event2026-06-30

Filed2026-07-29

SHY

ISHARES TR

2.05%

Shares86.5K

Event2026-06-30

Filed2026-07-29

SCHZ

SCHWAB STRATEGIC TR

2.60%

Shares287.3K

Event2026-06-30

Filed2026-07-29

SHYG

ISHARES TR

2.98%

Shares154.1K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

1.12%

Shares39.0K

Event2026-06-30

Filed2026-07-29

FLOT

ISHARES TR

0.30%

Shares126.3K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

-1.77%

Shares43.4K

Event2026-06-30

Filed2026-07-29

SCHR

SCHWAB STRATEGIC TR

5.38%

Shares230.8K

Event2026-06-30

Filed2026-07-29

MTUM

ISHARES TR

-0.66%

Shares15.6K

Event2026-06-30

Filed2026-07-29

VISA INC

-0.73%

Shares15.6K

Event2026-06-30

Filed2026-07-29

ARM

ARM HOLDINGS PLC

-1.08%

Shares14.9K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

0.73%

Shares38.3K

Event2026-06-30

Filed2026-07-29

SCHF

SCHWAB STRATEGIC TR

-3.34%

Shares189.0K

Event2026-06-30

Filed2026-07-29

LQD

ISHARES TR

0.65%

Shares47.7K

Event2026-06-30

Filed2026-07-29

APPLOVIN CORP

-5.38%

Shares10.0K

Event2026-06-30

Filed2026-07-29

SCHM

SCHWAB STRATEGIC TR

-3.14%

Shares139.5K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

-1.92%

Shares9.1K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

1.27%

Shares19.5K

Event2026-06-30

Filed2026-07-29

PYLD

PIMCO ETF TR

New

Shares183.1K

Event2026-06-30

Filed2026-07-29

IMTM

ISHARES TR

9.23%

Shares90.7K

Event2026-06-30

Filed2026-07-29

LAMR

LAMAR ADVERTISING CO

0.82%

Shares30.9K

Event2026-06-30

Filed2026-07-29

SCHO

SCHWAB STRATEGIC TR

-2.66%

Shares195.1K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

-1.41%

Shares13.2K

Event2026-06-30

Filed2026-07-29

ANET

ARISTA NETWORKS INC

-1.97%

Shares26.7K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

-1.00%

Shares53.8K

Event2026-06-30

Filed2026-07-29

MRVL

MARVELL TECHNOLOGY INC

New

Shares14.6K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

2.22%

Shares60.1K

Event2026-06-30

Filed2026-07-29

HOOD

ROBINHOOD MKTS INC

-2.93%

Shares43.1K

Event2026-06-30

Filed2026-07-29

HDV

ISHARES TR

418.91%

Shares156.5K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

-3.23%

Shares9.9K

Event2026-06-30

Filed2026-07-29

SHOP

SHOPIFY INC

-0.56%

Shares35.1K

Event2026-06-30

Filed2026-07-29

SCHB

SCHWAB STRATEGIC TR

-3.33%

Shares138.1K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

1.65%

Shares21.7K

Event2026-06-30

Filed2026-07-29

CLOUDFLARE INC

-1.69%

Shares15.7K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

-0.48%

Shares28.9K

Event2026-06-30

Filed2026-07-29

CASY

CASEYS GEN STORES INC

-5.31%

Shares4.7K

Event2026-06-30

Filed2026-07-29

SCCO

SOUTHERN COPPER CORP

-0.99%

Shares20.9K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

14.59%

Shares24.4K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

1.94%

Shares9.8K

Event2026-06-30

Filed2026-07-29

CRWV

COREWEAVE INC

-2.08%

Shares35.5K

Event2026-06-30

Filed2026-07-29

IXUS

ISHARES TR

5.94%

Shares36.8K

Event2026-06-30

Filed2026-07-29

DGRO

ISHARES TR

New

Shares46.0K

Event2026-06-30

Filed2026-07-29

FREL

FIDELITY COVINGTON TRUST

0.90%

Shares115.3K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

-0.39%

Shares104.6K

Event2026-06-30

Filed2026-07-29

VLO

VALERO ENERGY CORP

-0.73%

Shares12.7K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

0.46%

Shares13.0K

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TR

4.45%

Shares42.4K

Event2026-06-30

Filed2026-07-29

IBKR

INTERACTIVE BROKERS GROUP IN

-4.09%

Shares35.8K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

-0.47%

Shares4.2K

Event2026-06-30

Filed2026-07-29

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares67.6K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

2.09%

Shares11.1K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

1.01%

Shares16.2K

Event2026-06-30

Filed2026-07-29

SCHA

SCHWAB STRATEGIC TR

-0.20%

Shares82.6K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

469.98%

Shares23.9K

Event2026-06-30

Filed2026-07-29

RMBS

RAMBUS INC DEL

-1.79%

Shares22.2K

Event2026-06-30

Filed2026-07-29

PAG

PENSKE AUTOMOTIVE GRP INC

-1.65%

Shares16.4K

Event2026-06-30

Filed2026-07-29

IOO

ISHARES TR

35.49%

Shares21.2K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

2.69%

Shares10.1K

Event2026-06-30

Filed2026-07-29

MPC

MARATHON PETE CORP

1.83%

Shares10.8K

Event2026-06-30

Filed2026-07-29

CRUS

CIRRUS LOGIC INC

New

Shares18.2K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

0.85%

Shares7.6K

Event2026-06-30

Filed2026-07-29

PSX

PHILLIPS 66

1.19%

Shares15.6K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

149.95%

Shares2.5K

Event2026-06-30

Filed2026-07-29

BLACKSTONE INC

2.79%

Shares21.1K

Event2026-06-30

Filed2026-07-29

PJT

PJT PARTNERS INC

-1.23%

Shares16.0K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-29

SRE

SEMPRA

2.97%

Shares25.4K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

-4.14%

Shares2.0K

Event2026-06-30

Filed2026-07-29

SOLS

SOLSTICE ADVANCED MATLS INC

1.23%

Shares25.9K

Event2026-06-30

Filed2026-07-29

SMH

VANECK ETF TRUST

34.43%

Shares3.4K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

4.89%

Shares3.0K

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC

4.93%

Shares8.7K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-29

ENB

ENBRIDGE INC

1.67%

Shares38.9K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

2.14%

Shares5.0K

Event2026-06-30

Filed2026-07-29

CMI

CUMMINS INC

-2.26%

Shares2.8K

Event2026-06-30

Filed2026-07-29

ROYAL BK CDA

-0.53%

Shares9.3K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-29

PGR

PROGRESSIVE CORP

New

Shares8.8K

Event2026-06-30

Filed2026-07-29

SCHH

SCHWAB STRATEGIC TR

-0.34%

Shares79.7K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

-43.89%

Shares5.7K

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

-0.68%

Shares7.3K

Event2026-06-30

Filed2026-07-29

DELL

DELL TECHNOLOGIES INC

-1.14%

Shares4.2K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

-0.51%

Shares15.9K

Event2026-06-30

Filed2026-07-29

3M CO

New

Shares10.0K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

4.35%

Shares11.4K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

0.38%

Shares37.5K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

-8.16%

Shares3.0K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

21.82%

Shares2.5K

Event2026-06-30

Filed2026-07-29

CROWDSTRIKE HLDGS INC

-3.34%

Shares7.7K

Event2026-06-30

Filed2026-07-29

SNA

SNAP ON INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

146.59%

Shares5.8K

Event2026-06-30

Filed2026-07-29

CME

CME GROUP INC

5.72%

Shares6.3K

Event2026-06-30

Filed2026-07-29

NEM

NEWMONT CORP

1.67%

Shares14.7K

Event2026-06-30

Filed2026-07-29

EEM

ISHARES TR

8.34%

Shares19.4K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

25.06%

Shares3.0K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

-8.20%

Shares1.1K

Event2026-06-30

Filed2026-07-29

VIRT

VIRTU FINL INC

-1.24%

Shares19.9K

Event2026-06-30

Filed2026-07-29

NKE

NIKE INC

60.35%

Shares28.7K

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC

-0.11%

Shares9.1K

Event2026-06-30

Filed2026-07-29

NFG

NATIONAL FUEL GAS CO

-0.49%

Shares14.8K

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

-61.74%

Shares15.6K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

-2.67%

Shares912

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

7.98%

Shares1.4K

Event2026-06-30

Filed2026-07-29

HONEYWELL INTL INC

New

Shares4.6K

Event2026-06-30

Filed2026-07-29

HONEYWELL AEROSPACE INC

New

Shares4.6K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

-17.28%

Shares16.9K

Event2026-06-30

Filed2026-07-29

IGSB

ISHARES TR

-22.60%

Shares17.4K

Event2026-06-30

Filed2026-07-29

CANADIAN PACIFIC KANSAS CITY

-0.34%

Shares10.1K

Event2026-06-30

Filed2026-07-29

DBEF

DBX ETF TR

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-29

TTE

TOTALENERGIES SE

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-29

ALL

ALLSTATE CORP

21.07%

Shares3.4K

Event2026-06-30

Filed2026-07-29

MGK

VANGUARD WORLD FD

400.00%

Shares8.7K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

53.71%

Shares1.2K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV

0.00%

Shares277

Event2026-06-30

Filed2026-07-29

CMC

COMMERCIAL METALS CO

6.06%

Shares8.4K

Event2026-06-30

Filed2026-07-29

GRMN

GARMIN LTD

-1.03%

Shares2.2K

Event2026-06-30

Filed2026-07-29

MTB

M & T BK CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-29

FORD MTR CO

-5.32%

Shares35.3K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

-1.05%

Shares1.8K

Event2026-06-30

Filed2026-07-29

COF

CAPITAL ONE FINL CORP

-5.14%

Shares2.4K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

8.15%

Shares5.3K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

20.58%

Shares3.2K

Event2026-06-30

Filed2026-07-29

OKE

ONEOK INC NEW

0.09%

Shares5.3K

Event2026-06-30

Filed2026-07-29

IJJ

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-29

ILF

ISHARES TR

14.98%

Shares13.3K

Event2026-06-30

Filed2026-07-29

VALE

VALE S A

-83.53%

Shares29.5K

Event2026-06-30

Filed2026-07-29

KLAC

KLA CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

-11.43%

Shares1.1K

Event2026-06-30

Filed2026-07-29

VOT

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

-16.36%

Shares1.1K

Event2026-06-30

Filed2026-07-29

SPACE EXPLORATION TECHN CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-29

LHX

L3HARRIS TECHNOLOGIES INC

-2.27%

Shares1.3K

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

FAS

DIREXION SHARES ETF TRUST

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

LUMENTUM HLDGS INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

2.23%

Shares1.6K

Event2026-06-30

Filed2026-07-29

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

20.84%

Shares458

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

-33.41%

Shares2.3K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

IRT

INDEPENDENCE RLTY TR INC

0.00%

Shares18.2K

Event2026-06-30

Filed2026-07-29

WASTE MGMT INC DEL

-12.93%

Shares1.3K

Event2026-06-30

Filed2026-07-29

DVN

DEVON ENERGY CORP NEW

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-29

NUE

NUCOR CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

XLI

SELECT SECTOR SPDR TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

XHB

SPDR SERIES TRUST

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

CVNA

CARVANA CO

400.00%

Shares4.3K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

-0.11%

Shares925

Event2026-06-30

Filed2026-07-29

TC ENERGY CORP

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-29

SYBT

STOCK YDS BANCORP INC

0.38%

Shares3.4K

Event2026-06-30

Filed2026-07-29

DIA

STATE STR SPDR DOW JONES IND

-9.29%

Shares488

Event2026-06-30

Filed2026-07-29

FDX

FEDEX CORP

-6.16%

Shares808

Event2026-06-30

Filed2026-07-29

MUFG

MITSUBISHI UFJ FINANCIAL GRO

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

New

Shares211

Event2026-06-30

Filed2026-07-29

TROW

PRICE T ROWE GROUP INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-29

MSIF

MSC INCOME FUND INC

New

Shares20.9K

Event2026-06-30

Filed2026-07-29

AT&T INC

7.99%

Shares11.7K

Event2026-06-30

Filed2026-07-29

XAR

SPDR SERIES TRUST

0.00%

Shares846

Event2026-06-30

Filed2026-07-29

FTNT

FORTINET INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

APD

AIR PRODUCTS AND CHEMICALS I

-33.97%

Shares799

Event2026-06-30

Filed2026-07-29

IWS

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

VOE

VANGUARD INDEX FDS

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

ADOBE INC

-5.51%

Shares1.0K

Event2026-06-30

Filed2026-07-29

TMO

THERMO FISHER SCIENTIFIC INC

-28.35%

Shares417

Event2026-06-30

Filed2026-07-29

QUANTA SVCS INC

New

Shares278

Event2026-06-30

Filed2026-07-29

NWBI

NORTHWEST BANCSHARES INC

1.44%

Shares12.9K

Event2026-06-30

Filed2026-07-29

ENIC

ENEL CHILE SA

0.00%

Shares22.2K

Event2026-06-30

Filed2026-07-29

EGHT

8X8 INC NEW

0.00%

Shares19.6K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available