Sponsored

The Analysis of INVESTED ADVISORS's Holdings & P&L

Currently, INVESTED ADVISORS holds 152 types of securities in its portfolio with a total value $113.1M. In the most recent quarter, they have increased their positions in IGIB (+72.6K shares, valued at $3.9M), IWF (+18.3K shares, valued at $2.3M), SHY (+22.2K shares, valued at $1.8M); decreased their positions in N/A (-622 shares, valued at $465.8K), N/A (-2.3K shares, valued at $202.8K), N/A (-487 shares, valued at $184.0K); initiated new positions in IGIB (+72.6K shares, valued at $3.9M), VUG (+6.6K shares, valued at $572.7K), VTV (+2.5K shares, valued at $555.5K).

1M P&L

+131.4K+0.14%

3M P&L

+1.6M+1.78%

HY P&L

-11.0M-10.55%

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/A58.0M

62.8%

2Drug Manufacturers - General4.7M

5.1%

3Consumer Electronics3.6M

3.9%

Top Industries by Stock Count

1N/A62 stocks

47.7%

2Drug Manufacturers - General7 stocks

5.4%

3Semiconductors5 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR53.0K shares2.88%2026-06-302026-08-04

SUB ISHARES TR44.5K shares-2.24%2026-06-302026-08-04

ISHARES TR ISHARES TR5.4K shares-10.35%2026-06-302026-08-04

ACWX ISHARES TR51.3K shares2.16%2026-06-302026-08-04

IGIB ISHARES TR72.6K sharesnew addition2026-06-302026-08-04

AAPL APPLE INC12.5K shares-2.98%2026-06-302026-08-04

IWF ISHARES TR25.1K shares270.29%2026-06-302026-08-04

IWD ISHARES TR12.6K shares-2.98%2026-06-302026-08-04

Sponsored

BCI ABRDN ETFS124.0K shares3.37%2026-06-302026-08-04

SHY ISHARES TR32.3K shares220.40%2026-06-302026-08-04

GOOGL ALPHABET INC5.7K shares-6.32%2026-06-302026-08-04

MUB ISHARES TR18.6K shares19.48%2026-06-302026-08-04

MSFT MICROSOFT CORP5.3K shares-2.22%2026-06-302026-08-04

SPDR SERIES TRUST SPDR SERIES TRUST21.7K shares-9.60%2026-06-302026-08-04

DES WISDOMTREE TR42.8K shares3.72%2026-06-302026-08-04

HDV ISHARES TR60.9K shares398.76%2026-06-302026-08-04

Sponsored

JNJ JOHNSON & JOHNSON6.3K shares-7.80%2026-06-302026-08-04

NVDA NVIDIA CORPORATION7.5K shares-2.95%2026-06-302026-08-04

XBI SPDR SERIES TRUST8.7K shares0.45%2026-06-302026-08-04

IDV ISHARES TR32.1K shares-7.41%2026-06-302026-08-04

BROADCOM INC BROADCOM INC3.5K shares-12.26%2026-06-302026-08-04

IEMG ISHARES INC14.1K shares-0.42%2026-06-302026-08-04

RSP INVESCO EXCHANGE TRADED FD T5.4K shares5.33%2026-06-302026-08-04

IEUR ISHARES TR15.3K shares28.37%2026-06-302026-08-04

Sponsored

SPTL SPDR SERIES TRUST41.3K shares32.43%2026-06-302026-08-04

IPAC ISHARES TR13.1K shares44.51%2026-06-302026-08-04

LLY ELI LILLY & CO885 shares-0.67%2026-06-302026-08-04

CISCO SYS INC CISCO SYS INC8.9K shares-8.93%2026-06-302026-08-04

GOVT ISHARES TR45.7K shares33.48%2026-06-302026-08-04

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.0K shares-5.69%2026-06-302026-08-04

HYS PIMCO ETF TR10.1K shares-2.55%2026-06-302026-08-04

AMZN AMAZON COM INC3.8K shares-0.62%2026-06-302026-08-04

Sponsored

ILCG ISHARES TR6.8K shares26.41%2026-06-302026-08-04

VRT VERTIV HOLDINGS CO2.3K shares-0.52%2026-06-302026-08-04

XUDV FRANKLIN TEMPLETON ETF TR24.4K shares16.72%2026-06-302026-08-04

DVY ISHARES TR4.8K shares0.50%2026-06-302026-08-04

ABBVIE INC ABBVIE INC3.0K shares-6.07%2026-06-302026-08-04

HST HOST HOTELS & RESORTS INC30.4K shares-0.21%2026-06-302026-08-04

USHY ISHARES TR18.8K shares49.69%2026-06-302026-08-04

CAT CATERPILLAR INC622 shares-2.96%2026-06-302026-08-04

Sponsored

XEMD BONDBLOXX ETF TRUST14.7K shares172.55%2026-06-302026-08-04

VNQ VANGUARD INDEX FDS6.7K shares9.07%2026-06-302026-08-04

VISA INC VISA INC1.9K shares1.36%2026-06-302026-08-04

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION666 shares2.30%2026-06-302026-08-04

LRCX LAM RESEARCH CORP1.4K shares0.14%2026-06-302026-08-04

HPE HEWLETT PACKARD ENTERPRISE C12.9K shares-3.58%2026-06-302026-08-04

VUG VANGUARD INDEX FDS6.6K sharesnew addition2026-06-302026-08-04

ISHARES TR ISHARES TR5.9K shares0.00%2026-06-302026-08-04

Sponsored

VYM VANGUARD WHITEHALL FDS3.6K shares-16.88%2026-06-302026-08-04

VOO VANGUARD INDEX FDS823 shares0.00%2026-06-302026-08-04

VTV VANGUARD INDEX FDS2.5K sharesnew addition2026-06-302026-08-04

QCOM QUALCOMM INC3.0K shares5.75%2026-06-302026-08-04

NVS NOVARTIS AG3.5K shares-10.28%2026-06-302026-08-04

VZ VERIZON COMMUNICATIONS INC12.7K shares-6.77%2026-06-302026-08-04

CVX CHEVRON CORPORATION3.2K shares6.75%2026-06-302026-08-04

FNB F N B CORP27.5K shares0.48%2026-06-302026-08-04

Sponsored

IWN ISHARES TR2.4K shares0.38%2026-06-302026-08-04

HSY HERSHEY CO3.0K shares-2.56%2026-06-302026-08-04

IWO ISHARES TR1.3K shares0.95%2026-06-302026-08-04

AWF ALLIANCEBERNSTEIN GLOBAL HIG48.8K shares-21.17%2026-06-302026-08-04

IWS ISHARES TR3.0K shares-3.78%2026-06-302026-08-04

QUANTA SVCS INC QUANTA SVCS INC685 shares-4.73%2026-06-302026-08-04

INTC INTEL CORP3.5K sharesnew addition2026-06-302026-08-04

EXC EXELON CORP10.4K shares4.51%2026-06-302026-08-04

Sponsored

AMGN AMGEN INC1.3K shares-2.56%2026-06-302026-08-04

TSLA TESLA INC1.1K shares1.48%2026-06-302026-08-04

AXP AMERICAN EXPRESS CO1.4K shares-6.76%2026-06-302026-08-04

XIDV FRANKLIN TEMPLETON ETF TR12.5K shares15.46%2026-06-302026-08-04

META PLATFORMS INC META PLATFORMS INC796 shares-5.01%2026-06-302026-08-04

TYG TORTOISE ENERGY INFRSTRCTR C10.3K shares-17.90%2026-06-302026-08-04

SCHG SCHWAB STRATEGIC TR12.9K shares-25.60%2026-06-302026-08-04

USMV ISHARES TR4.5K shares7.06%2026-06-302026-08-04

Sponsored

BMY BRISTOL-MYERS SQUIBB CO7.2K shares-2.00%2026-06-302026-08-04

PG PROCTER & GAMBLE CO2.8K shares-3.35%2026-06-302026-08-04

IBM INTERNATIONAL BUSINESS MACHS1.4K shares-7.12%2026-06-302026-08-04

SDG ISHARES TR4.5K shares-10.59%2026-06-302026-08-04

DVYE ISHARES INC12.5K shares-4.76%2026-06-302026-08-04

DEM WISDOMTREE TR7.4K shares-22.40%2026-06-302026-08-04

DGRO ISHARES TR5.2K shares-15.02%2026-06-302026-08-04

BRK.B BERKSHIRE HATHAWAY INC DEL787 shares3.55%2026-06-302026-08-04

Sponsored

PRU PRUDENTIAL FINL INC3.6K shares-5.91%2026-06-302026-08-04

MTUM ISHARES TR1.1K sharesnew addition2026-06-302026-08-04

APPLIED MATLS INC APPLIED MATLS INC532 sharesnew addition2026-06-302026-08-04

GILD GILEAD SCIENCES INC3.0K shares-17.11%2026-06-302026-08-04

DE DEERE & CO597 shares0.00%2026-06-302026-08-04

BAC BANK OF AMER CORP6.6K shares-4.19%2026-06-302026-08-04

TSM TAIWAN SEMICONDUCTOR MANUFAC783 shares-29.33%2026-06-302026-08-04

F FORD MTR CO26.4K shares-0.11%2026-06-302026-08-04

Sponsored

QUAL ISHARES TR1.6K shares0.00%2026-06-302026-08-04

KMLM KRANESHARES TRUST12.9K sharesnew addition2026-06-302026-08-04

PFFD GLOBAL X FDS18.8K shares14.85%2026-06-302026-08-04

HASI HA SUSTAINABLE INFRA CAP INC9.0K shares-1.64%2026-06-302026-08-04

TFLO ISHARES TR6.8K shares-34.75%2026-06-302026-08-04

KRANESHARES TRUST KRANESHARES TRUST10.1K sharesnew addition2026-06-302026-08-04

WMT WALMART INC3.0K shares-8.68%2026-06-302026-08-04

KRBN KRANESHARES TRUST10.2K sharesnew addition2026-06-302026-08-04

Sponsored

GOOG ALPHABET INC957 shares25.92%2026-06-302026-08-04

FNDX SCHWAB STRATEGIC TR10.5K shares-21.12%2026-06-302026-08-04

GLW CORNING INC1.3K sharesnew addition2026-06-302026-08-04

BTAL AGF INVTS TR28.3K sharesnew addition2026-06-302026-08-04

ARE ALEXANDRIA REAL ESTATE EQ IN5.9K shares7.13%2026-06-302026-08-04

MAR MARRIOTT INTL INC NEW825 shares3.00%2026-06-302026-08-04

IGLB ISHARES TR6.1K shares18.23%2026-06-302026-08-04

MCK MCKESSON CORP400 shares-4.31%2026-06-302026-08-04

Sponsored

EFAV ISHARES TR3.4K shares6.14%2026-06-302026-08-04

ASML ASML HLDG NV150 shares-13.79%2026-06-302026-08-04

HD HOME DEPOT INC846 shares-5.58%2026-06-302026-08-04

FBND FIDELITY MERRIMACK STR TR6.5K shares-1.91%2026-06-302026-08-04

EMXC ISHARES INC2.9K shares0.00%2026-06-302026-08-04

IEI ISHARES TR2.5K sharesnew addition2026-06-302026-08-04

SPTI SPDR SERIES TRUST10.3K shares7.80%2026-06-302026-08-04

ING ING GROEP N.V.9.2K shares-1.67%2026-06-302026-08-04

Sponsored

GBDC GOLUB CAP BDC INC22.4K shares1.95%2026-06-302026-08-04

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC690 sharesnew addition2026-06-302026-08-04

CWEN CLEARWAY ENERGY INC8.3K shares-2.89%2026-06-302026-08-04

NUE NUCOR CORP1.2K shares-1.43%2026-06-302026-08-04

ENB ENBRIDGE INC5.1K shares0.00%2026-06-302026-08-04

ALPS ETF TR ALPS ETF TR5.3K shares38.62%2026-06-302026-08-04

MRK MERCK & CO INC2.1K shares-4.24%2026-06-302026-08-04

MPC MARATHON PETE CORP1.0K shares0.68%2026-06-302026-08-04

Sponsored

GSK PLC GSK PLC5.0K shares-7.47%2026-06-302026-08-04

AMERIPRISE FINL INC AMERIPRISE FINL INC558 shares13.41%2026-06-302026-08-04

LQD ISHARES TR2.3K shares-29.06%2026-06-302026-08-04

VYMI VANGUARD WHITEHALL FDS2.6K shares-40.99%2026-06-302026-08-04

TTE TOTALENERGIES SE3.3K shares-6.80%2026-06-302026-08-04

KHC KRAFT HEINZ CO10.7K shares1.67%2026-06-302026-08-04

MU MICRON TECHNOLOGY INC215 sharesnew addition2026-06-302026-08-04

IXUS ISHARES TR2.6K shares-36.33%2026-06-302026-08-04

Sponsored

WORLD GOLD TR WORLD GOLD TR3.0K shares30.49%2026-06-302026-08-04

DIS DISNEY WALT CO2.5K shares-2.40%2026-06-302026-08-04

UL UNILEVER PLC3.9K shares-1.35%2026-06-302026-08-04

GNRC GENERAC HLDGS INC806 sharesnew addition2026-06-302026-08-04

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II10.0K shares0.00%2026-06-302026-08-04

MAA MID-AMER APT CMNTYS INC1.7K sharesnew addition2026-06-302026-08-04

WMB WILLIAMS COS INC3.1K shares10.46%2026-06-302026-08-04

O REALTY INCOME CORP3.6K shares-0.72%2026-06-302026-08-04

Sponsored

KO COCA COLA CO2.7K shares-10.27%2026-06-302026-08-04

WAB WABTEC825 sharesnew addition2026-06-302026-08-04

VNQI VANGUARD INTL EQUITY INDEX F4.8K sharesnew addition2026-06-302026-08-04

ORACLE CORP ORACLE CORP1.5K shares-0.54%2026-06-302026-08-04

DAL DELTA AIR LINES INC2.3K sharesnew addition2026-06-302026-08-04

UGI UGI CORP NEW6.2K shares1.16%2026-06-302026-08-04

HTGC HERCULES CAPITAL INC13.5K shares-2.25%2026-06-302026-08-04

BEPC BROOKFIELD RENEWABLE CORP5.6K shares-32.92%2026-06-302026-08-04

Sponsored

VBR VANGUARD INDEX FDS848 sharesnew addition2026-06-302026-08-04

EUHY ISHARES INC3.8K sharesnew addition2026-06-302026-08-04

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.4K sharesnew addition2026-06-302026-08-04

NVT NVENT ELEC PLC1.2K sharesnew addition2026-06-302026-08-04

KEMX KRANESHARES TRUST3.8K sharesnew addition2026-06-302026-08-04

XIFR XPLR INFRASTRUCTURE LP16.7K shares-4.91%2026-06-302026-08-04

BDN BRANDYWINE RLTY TR40.1K shares4.81%2026-06-302026-08-04

CIG CIA ENERGETICA DE MINAS GERA42.2K shares65.71%2026-06-302026-08-04

Sponsored

ISHARES TR

2.88%

Shares53.0K

Event2026-06-30

Filed2026-08-04

SUB

ISHARES TR

-2.24%

Shares44.5K

Event2026-06-30

Filed2026-08-04

ISHARES TR

-10.35%

Shares5.4K

Event2026-06-30

Filed2026-08-04

ACWX

ISHARES TR

2.16%

Shares51.3K

Event2026-06-30

Filed2026-08-04

IGIB

ISHARES TR

New

Shares72.6K

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

-2.98%

Shares12.5K

Event2026-06-30

Filed2026-08-04

IWF

ISHARES TR

270.29%

Shares25.1K

Event2026-06-30

Filed2026-08-04

IWD

ISHARES TR

-2.98%

Shares12.6K

Event2026-06-30

Filed2026-08-04

BCI

ABRDN ETFS

3.37%

Shares124.0K

Event2026-06-30

Filed2026-08-04

SHY

ISHARES TR

220.40%

Shares32.3K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

-6.32%

Shares5.7K

Event2026-06-30

Filed2026-08-04

MUB

ISHARES TR

19.48%

Shares18.6K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

-2.22%

Shares5.3K

Event2026-06-30

Filed2026-08-04

SPDR SERIES TRUST

-9.60%

Shares21.7K

Event2026-06-30

Filed2026-08-04

DES

WISDOMTREE TR

3.72%

Shares42.8K

Event2026-06-30

Filed2026-08-04

HDV

ISHARES TR

398.76%

Shares60.9K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

-7.80%

Shares6.3K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

-2.95%

Shares7.5K

Event2026-06-30

Filed2026-08-04

XBI

SPDR SERIES TRUST

0.45%

Shares8.7K

Event2026-06-30

Filed2026-08-04

IDV

ISHARES TR

-7.41%

Shares32.1K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

-12.26%

Shares3.5K

Event2026-06-30

Filed2026-08-04

IEMG

ISHARES INC

-0.42%

Shares14.1K

Event2026-06-30

Filed2026-08-04

RSP

INVESCO EXCHANGE TRADED FD T

5.33%

Shares5.4K

Event2026-06-30

Filed2026-08-04

IEUR

ISHARES TR

28.37%

Shares15.3K

Event2026-06-30

Filed2026-08-04

SPTL

SPDR SERIES TRUST

32.43%

Shares41.3K

Event2026-06-30

Filed2026-08-04

IPAC

ISHARES TR

44.51%

Shares13.1K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO

-0.67%

Shares885

Event2026-06-30

Filed2026-08-04

CISCO SYS INC

-8.93%

Shares8.9K

Event2026-06-30

Filed2026-08-04

GOVT

ISHARES TR

33.48%

Shares45.7K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

-5.69%

Shares3.0K

Event2026-06-30

Filed2026-08-04

HYS

PIMCO ETF TR

-2.55%

Shares10.1K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

-0.62%

Shares3.8K

Event2026-06-30

Filed2026-08-04

ILCG

ISHARES TR

26.41%

Shares6.8K

Event2026-06-30

Filed2026-08-04

VRT

VERTIV HOLDINGS CO

-0.52%

Shares2.3K

Event2026-06-30

Filed2026-08-04

XUDV

FRANKLIN TEMPLETON ETF TR

16.72%

Shares24.4K

Event2026-06-30

Filed2026-08-04

DVY

ISHARES TR

0.50%

Shares4.8K

Event2026-06-30

Filed2026-08-04

ABBVIE INC

-6.07%

Shares3.0K

Event2026-06-30

Filed2026-08-04

HST

HOST HOTELS & RESORTS INC

-0.21%

Shares30.4K

Event2026-06-30

Filed2026-08-04

USHY

ISHARES TR

49.69%

Shares18.8K

Event2026-06-30

Filed2026-08-04

CAT

CATERPILLAR INC

-2.96%

Shares622

Event2026-06-30

Filed2026-08-04

XEMD

BONDBLOXX ETF TRUST

172.55%

Shares14.7K

Event2026-06-30

Filed2026-08-04

VNQ

VANGUARD INDEX FDS

9.07%

Shares6.7K

Event2026-06-30

Filed2026-08-04

VISA INC

1.36%

Shares1.9K

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION

2.30%

Shares666

Event2026-06-30

Filed2026-08-04

LRCX

LAM RESEARCH CORP

0.14%

Shares1.4K

Event2026-06-30

Filed2026-08-04

HPE

HEWLETT PACKARD ENTERPRISE C

-3.58%

Shares12.9K

Event2026-06-30

Filed2026-08-04

VUG

VANGUARD INDEX FDS

New

Shares6.6K

Event2026-06-30

Filed2026-08-04

ISHARES TR

0.00%

Shares5.9K

Event2026-06-30

Filed2026-08-04

VYM

VANGUARD WHITEHALL FDS

-16.88%

Shares3.6K

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD INDEX FDS

0.00%

Shares823

Event2026-06-30

Filed2026-08-04

VTV

VANGUARD INDEX FDS

New

Shares2.5K

Event2026-06-30

Filed2026-08-04

QCOM

QUALCOMM INC

5.75%

Shares3.0K

Event2026-06-30

Filed2026-08-04

NVS

NOVARTIS AG

-10.28%

Shares3.5K

Event2026-06-30

Filed2026-08-04

VERIZON COMMUNICATIONS INC

-6.77%

Shares12.7K

Event2026-06-30

Filed2026-08-04

CVX

CHEVRON CORPORATION

6.75%

Shares3.2K

Event2026-06-30

Filed2026-08-04

FNB

F N B CORP

0.48%

Shares27.5K

Event2026-06-30

Filed2026-08-04

IWN

ISHARES TR

0.38%

Shares2.4K

Event2026-06-30

Filed2026-08-04

HSY

HERSHEY CO

-2.56%

Shares3.0K

Event2026-06-30

Filed2026-08-04

IWO

ISHARES TR

0.95%

Shares1.3K

Event2026-06-30

Filed2026-08-04

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

-21.17%

Shares48.8K

Event2026-06-30

Filed2026-08-04

IWS

ISHARES TR

-3.78%

Shares3.0K

Event2026-06-30

Filed2026-08-04

QUANTA SVCS INC

-4.73%

Shares685

Event2026-06-30

Filed2026-08-04

INTC

INTEL CORP

New

Shares3.5K

Event2026-06-30

Filed2026-08-04

EXC

EXELON CORP

4.51%

Shares10.4K

Event2026-06-30

Filed2026-08-04

AMGN

AMGEN INC

-2.56%

Shares1.3K

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC

1.48%

Shares1.1K

Event2026-06-30

Filed2026-08-04

AXP

AMERICAN EXPRESS CO

-6.76%

Shares1.4K

Event2026-06-30

Filed2026-08-04

XIDV

FRANKLIN TEMPLETON ETF TR

15.46%

Shares12.5K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

-5.01%

Shares796

Event2026-06-30

Filed2026-08-04

TYG

TORTOISE ENERGY INFRSTRCTR C

-17.90%

Shares10.3K

Event2026-06-30

Filed2026-08-04

SCHG

SCHWAB STRATEGIC TR

-25.60%

Shares12.9K

Event2026-06-30

Filed2026-08-04

USMV

ISHARES TR

7.06%

Shares4.5K

Event2026-06-30

Filed2026-08-04

BMY

BRISTOL-MYERS SQUIBB CO

-2.00%

Shares7.2K

Event2026-06-30

Filed2026-08-04

PROCTER & GAMBLE CO

-3.35%

Shares2.8K

Event2026-06-30

Filed2026-08-04

IBM

INTERNATIONAL BUSINESS MACHS

-7.12%

Shares1.4K

Event2026-06-30

Filed2026-08-04

SDG

ISHARES TR

-10.59%

Shares4.5K

Event2026-06-30

Filed2026-08-04

DVYE

ISHARES INC

-4.76%

Shares12.5K

Event2026-06-30

Filed2026-08-04

DEM

WISDOMTREE TR

-22.40%

Shares7.4K

Event2026-06-30

Filed2026-08-04

DGRO

ISHARES TR

-15.02%

Shares5.2K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

3.55%

Shares787

Event2026-06-30

Filed2026-08-04

PRU

PRUDENTIAL FINL INC

-5.91%

Shares3.6K

Event2026-06-30

Filed2026-08-04

MTUM

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-08-04

APPLIED MATLS INC

New

Shares532

Event2026-06-30

Filed2026-08-04

GILD

GILEAD SCIENCES INC

-17.11%

Shares3.0K

Event2026-06-30

Filed2026-08-04

DEERE & CO

0.00%

Shares597

Event2026-06-30

Filed2026-08-04

BAC

BANK OF AMER CORP

-4.19%

Shares6.6K

Event2026-06-30

Filed2026-08-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-29.33%

Shares783

Event2026-06-30

Filed2026-08-04

FORD MTR CO

-0.11%

Shares26.4K

Event2026-06-30

Filed2026-08-04

QUAL

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-04

KMLM

KRANESHARES TRUST

New

Shares12.9K

Event2026-06-30

Filed2026-08-04

PFFD

GLOBAL X FDS

14.85%

Shares18.8K

Event2026-06-30

Filed2026-08-04

HASI

HA SUSTAINABLE INFRA CAP INC

-1.64%

Shares9.0K

Event2026-06-30

Filed2026-08-04

TFLO

ISHARES TR

-34.75%

Shares6.8K

Event2026-06-30

Filed2026-08-04

KRANESHARES TRUST

New

Shares10.1K

Event2026-06-30

Filed2026-08-04

WMT

WALMART INC

-8.68%

Shares3.0K

Event2026-06-30

Filed2026-08-04

KRBN

KRANESHARES TRUST

New

Shares10.2K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

25.92%

Shares957

Event2026-06-30

Filed2026-08-04

FNDX

SCHWAB STRATEGIC TR

-21.12%

Shares10.5K

Event2026-06-30

Filed2026-08-04

GLW

CORNING INC

New

Shares1.3K

Event2026-06-30

Filed2026-08-04

BTAL

AGF INVTS TR

New

Shares28.3K

Event2026-06-30

Filed2026-08-04

ARE

ALEXANDRIA REAL ESTATE EQ IN

7.13%

Shares5.9K

Event2026-06-30

Filed2026-08-04

MAR

MARRIOTT INTL INC NEW

3.00%

Shares825

Event2026-06-30

Filed2026-08-04

IGLB

ISHARES TR

18.23%

Shares6.1K

Event2026-06-30

Filed2026-08-04

MCK

MCKESSON CORP

-4.31%

Shares400

Event2026-06-30

Filed2026-08-04

EFAV

ISHARES TR

6.14%

Shares3.4K

Event2026-06-30

Filed2026-08-04

ASML

ASML HLDG NV

-13.79%

Shares150

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC

-5.58%

Shares846

Event2026-06-30

Filed2026-08-04

FBND

FIDELITY MERRIMACK STR TR

-1.91%

Shares6.5K

Event2026-06-30

Filed2026-08-04

EMXC

ISHARES INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-04

IEI

ISHARES TR

New

Shares2.5K

Event2026-06-30

Filed2026-08-04

SPTI

SPDR SERIES TRUST

7.80%

Shares10.3K

Event2026-06-30

Filed2026-08-04

ING

ING GROEP N.V.

-1.67%

Shares9.2K

Event2026-06-30

Filed2026-08-04

GBDC

GOLUB CAP BDC INC

1.95%

Shares22.4K

Event2026-06-30

Filed2026-08-04

UNITEDHEALTH GROUP INC

New

Shares690

Event2026-06-30

Filed2026-08-04

CWEN

CLEARWAY ENERGY INC

-2.89%

Shares8.3K

Event2026-06-30

Filed2026-08-04

NUE

NUCOR CORP

-1.43%

Shares1.2K

Event2026-06-30

Filed2026-08-04

ENB

ENBRIDGE INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-04

ALPS ETF TR

38.62%

Shares5.3K

Event2026-06-30

Filed2026-08-04

MRK

MERCK & CO INC

-4.24%

Shares2.1K

Event2026-06-30

Filed2026-08-04

MPC

MARATHON PETE CORP

0.68%

Shares1.0K

Event2026-06-30

Filed2026-08-04

GSK PLC

-7.47%

Shares5.0K

Event2026-06-30

Filed2026-08-04

AMERIPRISE FINL INC

13.41%

Shares558

Event2026-06-30

Filed2026-08-04

LQD

ISHARES TR

-29.06%

Shares2.3K

Event2026-06-30

Filed2026-08-04

VYMI

VANGUARD WHITEHALL FDS

-40.99%

Shares2.6K

Event2026-06-30

Filed2026-08-04

TTE

TOTALENERGIES SE

-6.80%

Shares3.3K

Event2026-06-30

Filed2026-08-04

KHC

KRAFT HEINZ CO

1.67%

Shares10.7K

Event2026-06-30

Filed2026-08-04

MICRON TECHNOLOGY INC

New

Shares215

Event2026-06-30

Filed2026-08-04

IXUS

ISHARES TR

-36.33%

Shares2.6K

Event2026-06-30

Filed2026-08-04

WORLD GOLD TR

30.49%

Shares3.0K

Event2026-06-30

Filed2026-08-04

DIS

DISNEY WALT CO

-2.40%

Shares2.5K

Event2026-06-30

Filed2026-08-04

UNILEVER PLC

-1.35%

Shares3.9K

Event2026-06-30

Filed2026-08-04

GNRC

GENERAC HLDGS INC

New

Shares806

Event2026-06-30

Filed2026-08-04

INVESCO EXCH TRADED FD TR II

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-04

MAA

MID-AMER APT CMNTYS INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-04

WMB

WILLIAMS COS INC

10.46%

Shares3.1K

Event2026-06-30

Filed2026-08-04

REALTY INCOME CORP

-0.72%

Shares3.6K

Event2026-06-30

Filed2026-08-04

COCA COLA CO

-10.27%

Shares2.7K

Event2026-06-30

Filed2026-08-04

WAB

WABTEC

New

Shares825

Event2026-06-30

Filed2026-08-04

VNQI

VANGUARD INTL EQUITY INDEX F

New

Shares4.8K

Event2026-06-30

Filed2026-08-04

ORACLE CORP

-0.54%

Shares1.5K

Event2026-06-30

Filed2026-08-04

DAL

DELTA AIR LINES INC

New

Shares2.3K

Event2026-06-30

Filed2026-08-04

UGI

UGI CORP NEW

1.16%

Shares6.2K

Event2026-06-30

Filed2026-08-04

HTGC

HERCULES CAPITAL INC

-2.25%

Shares13.5K

Event2026-06-30

Filed2026-08-04

BEPC

BROOKFIELD RENEWABLE CORP

-32.92%

Shares5.6K

Event2026-06-30

Filed2026-08-04

VBR

VANGUARD INDEX FDS

New

Shares848

Event2026-06-30

Filed2026-08-04

EUHY

ISHARES INC

New

Shares3.8K

Event2026-06-30

Filed2026-08-04

JOHNSON CONTROLS INTERNATION

New

Shares1.4K

Event2026-06-30

Filed2026-08-04

NVT

NVENT ELEC PLC

New

Shares1.2K

Event2026-06-30

Filed2026-08-04

KEMX

KRANESHARES TRUST

New

Shares3.8K

Event2026-06-30

Filed2026-08-04

XIFR

XPLR INFRASTRUCTURE LP

-4.91%

Shares16.7K

Event2026-06-30

Filed2026-08-04

BDN

BRANDYWINE RLTY TR

4.81%

Shares40.1K

Event2026-06-30

Filed2026-08-04

CIG

CIA ENERGETICA DE MINAS GERA

65.71%

Shares42.2K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available