Sponsored

The Analysis of Iowa State Bank's Holdings & P&L

Currently, Iowa State Bank holds 118 types of securities in its portfolio with a total value $598.4M. In the most recent quarter, they have increased their positions in N/A (+23.0K shares, valued at $3.1M), TXN (+6.3K shares, valued at $1.9M), MU (+1.5K shares, valued at $1.8M); decreased their positions in PG (-11.9K shares, valued at $1.7M), N/A (-4.1K shares, valued at $1.3M), MS (-6.0K shares, valued at $1.3M); initiated new positions in N/A (+23.0K shares, valued at $3.1M), TXN (+6.3K shares, valued at $1.9M), CASY (+2.2K shares, valued at $1.7M).

1M P&L

+2.1M+0.49%

3M P&L

+23.8M+5.76%

HY P&L

+46.2M+11.81%

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/A136.9M

30.9%

2Semiconductors31.8M

7.2%

3Drug Manufacturers - General24.3M

5.5%

Top Industries by Stock Count

1N/A28 stocks

29.2%

2Drug Manufacturers - General6 stocks

6.3%

3Semiconductors6 stocks

6.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

iShares Core MSCI EAFE ETF iShares Core MSCI EAFE ETF352.9K shares2.17%2026-06-302026-07-28

SPHY State Street SPDR Portfolio High Yield ETF1.4M shares3.07%2026-06-302026-07-28

IJH iShares Core S&P Mid Cap 400 Index ETF384.0K shares0.95%2026-06-302026-07-28

IEMG iShares Core MSCI Emerging Mkts ETF281.9K shares1.41%2026-06-302026-07-28

AAPL Apple Inc74.7K shares-1.58%2026-06-302026-07-28

GOOGL Alphabet Inc Class A60.2K shares0.14%2026-06-302026-07-28

JP Morgan Chase & Co JP Morgan Chase & Co61.5K shares-6.22%2026-06-302026-07-28

NVDA NVIDIA Corp93.4K shares0.44%2026-06-302026-07-28

Sponsored

IJR iShares Core S&P Small Cap 600 ETF102.4K shares0.82%2026-06-302026-07-28

MSFT Microsoft Corp40.2K shares-0.18%2026-06-302026-07-28

Cisco Systems Inc Cisco Systems Inc124.4K shares-6.42%2026-06-302026-07-28

Abbvie Inc Abbvie Inc45.3K shares-0.13%2026-06-302026-07-28

AMZN Amazon Inc47.0K shares-0.85%2026-06-302026-07-28

MS Morgan Stanley53.0K shares-10.22%2026-06-302026-07-28

Exxon Mobil Corp Exxon Mobil Corp70.1K shares0.75%2026-06-302026-07-28

CAT Caterpillar Inc9.0K shares0.81%2026-06-302026-07-28

Sponsored

IWM iShares Russell 2000 Index ETF30.6K shares6.38%2026-06-302026-07-28

EMR Emerson Electric Co63.4K shares-0.18%2026-06-302026-07-28

CAH Cardinal Health Inc38.1K shares-0.15%2026-06-302026-07-28

JNJ Johnson & Johnson33.4K shares0.29%2026-06-302026-07-28

ETN Eaton Corp PLC19.4K shares0.50%2026-06-302026-07-28

Meta Platforms Inc Meta Platforms Inc14.5K shares8.89%2026-06-302026-07-28

DIA State Street SPDR Dow Jones Indl Average14.8K shares0.00%2026-06-302026-07-28

BRK.B Berkshire Hathaway Inc Cl B15.4K shares-0.97%2026-06-302026-07-28

Sponsored

State Street SPDR S&P 500 ETF Trust State Street SPDR S&P 500 ETF Trust9.8K shares-1.06%2026-06-302026-07-28

PANW Palo Alto Networks Inc21.3K shares-0.74%2026-06-302026-07-28

IBM IBM Corp25.2K shares1.19%2026-06-302026-07-28

CVX Chevron Corp42.3K shares0.91%2026-06-302026-07-28

MU Micron Tech5.9K shares34.90%2026-06-302026-07-28

Broadcom Inc Broadcom Inc17.7K shares0.08%2026-06-302026-07-28

RTX Corporation RTX Corporation35.2K shares0.47%2026-06-302026-07-28

LLY Eli Lilly & Co5.1K shares-0.35%2026-06-302026-07-28

Sponsored

Visa Inc Visa Inc17.0K shares-2.05%2026-06-302026-07-28

DUK Duke Energy Corp42.5K shares1.54%2026-06-302026-07-28

BAC Bank of America Corp93.7K shares0.48%2026-06-302026-07-28

BRK.A Berkshire Hathaway Inc Cl A7 shares0.00%2026-06-302026-07-28

Oracle Corp Oracle Corp35.3K shares-0.28%2026-06-302026-07-28

YUM Yum Brands Inc30.5K shares-0.42%2026-06-302026-07-28

PRU Prudential Financial41.3K shares-11.94%2026-06-302026-07-28

Palantir Technologies Inc Palantir Technologies Inc37.6K shares-0.27%2026-06-302026-07-28

Sponsored

PEP Pepsico Inc31.8K shares0.45%2026-06-302026-07-28

VZ Verizon Communications Inc93.4K shares3.52%2026-06-302026-07-28

ADI Analog Devices Inc9.9K shares-0.53%2026-06-302026-07-28

KO Coca Cola Co45.0K shares3.93%2026-06-302026-07-28

DIS Walt Disney Company36.8K shares0.38%2026-06-302026-07-28

TFC Truist Financial Corp70.4K shares-1.89%2026-06-302026-07-28

AMGN Amgen Inc9.7K shares1.33%2026-06-302026-07-28

PG Procter & Gamble Co23.8K shares-33.21%2026-06-302026-07-28

Sponsored

UPS United Parcel Service32.1K shares0.00%2026-06-302026-07-28

BLK BlackRock, Inc.3.5K shares0.48%2026-06-302026-07-28

DuPont De Nemours Inc DuPont De Nemours Inc23.0K sharesnew addition2026-06-302026-07-28

MET MetLife Inc35.7K shares-3.08%2026-06-302026-07-28

Waste Management Inc Waste Management Inc13.5K shares0.78%2026-06-302026-07-28

HON Honeywell Intl Inc13.5K shares0.85%2026-06-302026-07-28

CRM Salesforce Inc19.1K shares-1.28%2026-06-302026-07-28

Johnson Ctls Intl Plc Johnson Ctls Intl Plc19.9K shares-0.19%2026-06-302026-07-28

Sponsored

SPYG State Street SPDR S&P 500 Growth ETF23.9K shares0.29%2026-06-302026-07-28

MAS Masco Corp34.2K shares-1.29%2026-06-302026-07-28

SCHW Charles Schwab Corp30.1K shares-0.50%2026-06-302026-07-28

LIN Linde Plc5.3K shares1.04%2026-06-302026-07-28

LOW Lowes Companies Inc12.4K shares0.21%2026-06-302026-07-28

MCD McDonalds Corp10.1K shares1.11%2026-06-302026-07-28

ICE Intercontinental Exchange Inc21.8K shares-1.26%2026-06-302026-07-28

AMT American Tower Corp REIT16.1K shares-0.09%2026-06-302026-07-28

Sponsored

DLR Digital Realty Trust Inc14.6K shares1.70%2026-06-302026-07-28

WMT Wal-Mart Stores Inc22.9K shares-0.29%2026-06-302026-07-28

iShares Core S&P 500 ETF iShares Core S&P 500 ETF3.3K shares0.00%2026-06-302026-07-28

GILD Gilead Sciences Inc18.8K shares0.64%2026-06-302026-07-28

TJX TJX Companies Inc14.9K shares-1.88%2026-06-302026-07-28

CVS CVS Health Corporation20.7K shares0.90%2026-06-302026-07-28

PFE Pfizer Inc87.5K shares-0.32%2026-06-302026-07-28

Freeport-McMoran, Inc Freeport-McMoran, Inc33.3K shares-0.94%2026-06-302026-07-28

Sponsored

Costco Wholesale Corp Costco Wholesale Corp2.1K shares-0.28%2026-06-302026-07-28

NKE Nike Inc Class B47.6K shares69.92%2026-06-302026-07-28

VTV Vanguard Value Index Fund ETF8.9K shares0.00%2026-06-302026-07-28

COR Cencora, Inc6.7K shares-0.53%2026-06-302026-07-28

TXN Texas Instruments Inc6.3K sharesnew addition2026-06-302026-07-28

T AT&T Inc88.1K shares0.80%2026-06-302026-07-28

MDLZ Mondelez International Inc30.3K shares1.34%2026-06-302026-07-28

Netflix, Inc Netflix, Inc24.5K shares1.57%2026-06-302026-07-28

Sponsored

iShares Core U.S. Agg Bond ETF iShares Core U.S. Agg Bond ETF17.4K shares-14.89%2026-06-302026-07-28

CASY Caseys General Stores Inc2.2K sharesnew addition2026-06-302026-07-28

BMY Bristol-Myers Squibb Corp29.6K shares-2.61%2026-06-302026-07-28

Vanguard Total Stock Market Vanguard Total Stock Market4.1K shares0.00%2026-06-302026-07-28

EXC Exelon Corp32.8K shares1.10%2026-06-302026-07-28

SYY Sysco Corp18.1K shares2.26%2026-06-302026-07-28

ABT Abbott Laboratories16.7K shares-1.06%2026-06-302026-07-28

Medtronic plc Medtronic plc13.9K shares-2.93%2026-06-302026-07-28

Sponsored

ING ING Groep NV ADR31.5K shares0.00%2026-06-302026-07-28

DFIV Dimensional International Value Fund ETF15.8K shares0.00%2026-06-302026-07-28

QQQ Invesco QQQ Trust1.0K shares0.00%2026-06-302026-07-28

CWI State Street SPDR MSCI ACWI ex-US ETF17.3K shares0.00%2026-06-302026-07-28

HD Home Depot Inc1.8K shares-8.69%2026-06-302026-07-28

PFG Principal Financial Group5.5K shares-0.54%2026-06-302026-07-28

IHF iShares Dow Jones US Health Care Prov Index10.0K shares0.00%2026-06-302026-07-28

VEA Vanguard FTSE Dev Mkt ETF7.7K shares0.00%2026-06-302026-07-28

Sponsored

DFNM Dimensional National ETF11.3K shares0.00%2026-06-302026-07-28

VBR Vanguard Small Cap Value ETF2.1K shares0.00%2026-06-302026-07-28

MUB iShares National Muni Bond ETF4.2K shares0.00%2026-06-302026-07-28

SPYV State Street SPDR Portfolio S&P 500 Value ETF7.1K shares0.00%2026-06-302026-07-28

MEAR iShares US ETF Tr Blackrock Short6.6K shares0.00%2026-06-302026-07-28

IWB iShares Russell 1000 ETF800 shares0.00%2026-06-302026-07-28

RY Royal Bank Canada Montreal1.6K shares0.00%2026-06-302026-07-28

XLV State Street Health Care Select Sec SPDR ETF2.0K shares0.00%2026-06-302026-07-28

Sponsored

QCOM QUALCOMM Inc1.7K shares-3.68%2026-06-302026-07-28

VGIT Vanguard Intermediate-Term Treas Fd ETF5.3K shares0.00%2026-06-302026-07-28

VNQ Vanguard Real Estate ETF3.2K shares0.00%2026-06-302026-07-28

AFL AFLAC Incorporated2.5K shares0.00%2026-06-302026-07-28

VIG Vanguard Dividend Appreciation ETF1.2K shares0.00%2026-06-302026-07-28

PRF Invesco RAFI US 1000 ETF4.8K shares0.00%2026-06-302026-07-28

INTC Intel Corp1.8K sharesnew addition2026-06-302026-07-28

XLE State Street Energy Select Sector SPDR ETF4.6K shares0.00%2026-06-302026-07-28

Sponsored

IWL iShares Russell Top 200 ETF1.2K sharesnew addition2026-06-302026-07-28

HSY The Hershey Company1.2K shares0.00%2026-06-302026-07-28

ED Consolidated Edison Inc1.9K shares0.00%2026-06-302026-07-28

UNP Union Pacific Corp756 sharesnew addition2026-06-302026-07-28

BDJ BlackRock Enhanced Equity Dividend Trust14.7K shares0.00%2026-06-302026-07-28

CATX Perspective Therapeutics Inc19.1K shares0.00%2026-06-302026-07-28

iShares Core MSCI EAFE ETF

2.17%

Shares352.9K

Event2026-06-30

Filed2026-07-28

SPHY

State Street SPDR Portfolio High Yield ETF

3.07%

Shares1.4M

Event2026-06-30

Filed2026-07-28

IJH

iShares Core S&P Mid Cap 400 Index ETF

0.95%

Shares384.0K

Event2026-06-30

Filed2026-07-28

IEMG

iShares Core MSCI Emerging Mkts ETF

1.41%

Shares281.9K

Event2026-06-30

Filed2026-07-28

AAPL

Apple Inc

-1.58%

Shares74.7K

Event2026-06-30

Filed2026-07-28

GOOGL

Alphabet Inc Class A

0.14%

Shares60.2K

Event2026-06-30

Filed2026-07-28

JP Morgan Chase & Co

-6.22%

Shares61.5K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA Corp

0.44%

Shares93.4K

Event2026-06-30

Filed2026-07-28

IJR

iShares Core S&P Small Cap 600 ETF

0.82%

Shares102.4K

Event2026-06-30

Filed2026-07-28

MSFT

Microsoft Corp

-0.18%

Shares40.2K

Event2026-06-30

Filed2026-07-28

Cisco Systems Inc

-6.42%

Shares124.4K

Event2026-06-30

Filed2026-07-28

Abbvie Inc

-0.13%

Shares45.3K

Event2026-06-30

Filed2026-07-28

AMZN

Amazon Inc

-0.85%

Shares47.0K

Event2026-06-30

Filed2026-07-28

Morgan Stanley

-10.22%

Shares53.0K

Event2026-06-30

Filed2026-07-28

Exxon Mobil Corp

0.75%

Shares70.1K

Event2026-06-30

Filed2026-07-28

CAT

Caterpillar Inc

0.81%

Shares9.0K

Event2026-06-30

Filed2026-07-28

IWM

iShares Russell 2000 Index ETF

6.38%

Shares30.6K

Event2026-06-30

Filed2026-07-28

EMR

Emerson Electric Co

-0.18%

Shares63.4K

Event2026-06-30

Filed2026-07-28

CAH

Cardinal Health Inc

-0.15%

Shares38.1K

Event2026-06-30

Filed2026-07-28

JNJ

Johnson & Johnson

0.29%

Shares33.4K

Event2026-06-30

Filed2026-07-28

ETN

Eaton Corp PLC

0.50%

Shares19.4K

Event2026-06-30

Filed2026-07-28

Meta Platforms Inc

8.89%

Shares14.5K

Event2026-06-30

Filed2026-07-28

DIA

State Street SPDR Dow Jones Indl Average

0.00%

Shares14.8K

Event2026-06-30

Filed2026-07-28

BRK.B

Berkshire Hathaway Inc Cl B

-0.97%

Shares15.4K

Event2026-06-30

Filed2026-07-28

State Street SPDR S&P 500 ETF Trust

-1.06%

Shares9.8K

Event2026-06-30

Filed2026-07-28

PANW

Palo Alto Networks Inc

-0.74%

Shares21.3K

Event2026-06-30

Filed2026-07-28

IBM

IBM Corp

1.19%

Shares25.2K

Event2026-06-30

Filed2026-07-28

CVX

Chevron Corp

0.91%

Shares42.3K

Event2026-06-30

Filed2026-07-28

Micron Tech

34.90%

Shares5.9K

Event2026-06-30

Filed2026-07-28

Broadcom Inc

0.08%

Shares17.7K

Event2026-06-30

Filed2026-07-28

RTX Corporation

0.47%

Shares35.2K

Event2026-06-30

Filed2026-07-28

LLY

Eli Lilly & Co

-0.35%

Shares5.1K

Event2026-06-30

Filed2026-07-28

Visa Inc

-2.05%

Shares17.0K

Event2026-06-30

Filed2026-07-28

DUK

Duke Energy Corp

1.54%

Shares42.5K

Event2026-06-30

Filed2026-07-28

BAC

Bank of America Corp

0.48%

Shares93.7K

Event2026-06-30

Filed2026-07-28

BRK.A

Berkshire Hathaway Inc Cl A

0.00%

Shares7

Event2026-06-30

Filed2026-07-28

Oracle Corp

-0.28%

Shares35.3K

Event2026-06-30

Filed2026-07-28

YUM

Yum Brands Inc

-0.42%

Shares30.5K

Event2026-06-30

Filed2026-07-28

PRU

Prudential Financial

-11.94%

Shares41.3K

Event2026-06-30

Filed2026-07-28

Palantir Technologies Inc

-0.27%

Shares37.6K

Event2026-06-30

Filed2026-07-28

PEP

Pepsico Inc

0.45%

Shares31.8K

Event2026-06-30

Filed2026-07-28

Verizon Communications Inc

3.52%

Shares93.4K

Event2026-06-30

Filed2026-07-28

ADI

Analog Devices Inc

-0.53%

Shares9.9K

Event2026-06-30

Filed2026-07-28

Coca Cola Co

3.93%

Shares45.0K

Event2026-06-30

Filed2026-07-28

DIS

Walt Disney Company

0.38%

Shares36.8K

Event2026-06-30

Filed2026-07-28

TFC

Truist Financial Corp

-1.89%

Shares70.4K

Event2026-06-30

Filed2026-07-28

AMGN

Amgen Inc

1.33%

Shares9.7K

Event2026-06-30

Filed2026-07-28

Procter & Gamble Co

-33.21%

Shares23.8K

Event2026-06-30

Filed2026-07-28

UPS

United Parcel Service

0.00%

Shares32.1K

Event2026-06-30

Filed2026-07-28

BLK

BlackRock, Inc.

0.48%

Shares3.5K

Event2026-06-30

Filed2026-07-28

DuPont De Nemours Inc

New

Shares23.0K

Event2026-06-30

Filed2026-07-28

MET

MetLife Inc

-3.08%

Shares35.7K

Event2026-06-30

Filed2026-07-28

Waste Management Inc

0.78%

Shares13.5K

Event2026-06-30

Filed2026-07-28

HON

Honeywell Intl Inc

0.85%

Shares13.5K

Event2026-06-30

Filed2026-07-28

CRM

Salesforce Inc

-1.28%

Shares19.1K

Event2026-06-30

Filed2026-07-28

Johnson Ctls Intl Plc

-0.19%

Shares19.9K

Event2026-06-30

Filed2026-07-28

SPYG

State Street SPDR S&P 500 Growth ETF

0.29%

Shares23.9K

Event2026-06-30

Filed2026-07-28

MAS

Masco Corp

-1.29%

Shares34.2K

Event2026-06-30

Filed2026-07-28

SCHW

Charles Schwab Corp

-0.50%

Shares30.1K

Event2026-06-30

Filed2026-07-28

LIN

Linde Plc

1.04%

Shares5.3K

Event2026-06-30

Filed2026-07-28

LOW

Lowes Companies Inc

0.21%

Shares12.4K

Event2026-06-30

Filed2026-07-28

MCD

McDonalds Corp

1.11%

Shares10.1K

Event2026-06-30

Filed2026-07-28

ICE

Intercontinental Exchange Inc

-1.26%

Shares21.8K

Event2026-06-30

Filed2026-07-28

AMT

American Tower Corp REIT

-0.09%

Shares16.1K

Event2026-06-30

Filed2026-07-28

DLR

Digital Realty Trust Inc

1.70%

Shares14.6K

Event2026-06-30

Filed2026-07-28

WMT

Wal-Mart Stores Inc

-0.29%

Shares22.9K

Event2026-06-30

Filed2026-07-28

iShares Core S&P 500 ETF

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-28

GILD

Gilead Sciences Inc

0.64%

Shares18.8K

Event2026-06-30

Filed2026-07-28

TJX

TJX Companies Inc

-1.88%

Shares14.9K

Event2026-06-30

Filed2026-07-28

CVS

CVS Health Corporation

0.90%

Shares20.7K

Event2026-06-30

Filed2026-07-28

PFE

Pfizer Inc

-0.32%

Shares87.5K

Event2026-06-30

Filed2026-07-28

Freeport-McMoran, Inc

-0.94%

Shares33.3K

Event2026-06-30

Filed2026-07-28

Costco Wholesale Corp

-0.28%

Shares2.1K

Event2026-06-30

Filed2026-07-28

NKE

Nike Inc Class B

69.92%

Shares47.6K

Event2026-06-30

Filed2026-07-28

VTV

Vanguard Value Index Fund ETF

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-28

COR

Cencora, Inc

-0.53%

Shares6.7K

Event2026-06-30

Filed2026-07-28

TXN

Texas Instruments Inc

New

Shares6.3K

Event2026-06-30

Filed2026-07-28

AT&T Inc

0.80%

Shares88.1K

Event2026-06-30

Filed2026-07-28

MDLZ

Mondelez International Inc

1.34%

Shares30.3K

Event2026-06-30

Filed2026-07-28

Netflix, Inc

1.57%

Shares24.5K

Event2026-06-30

Filed2026-07-28

iShares Core U.S. Agg Bond ETF

-14.89%

Shares17.4K

Event2026-06-30

Filed2026-07-28

CASY

Caseys General Stores Inc

New

Shares2.2K

Event2026-06-30

Filed2026-07-28

BMY

Bristol-Myers Squibb Corp

-2.61%

Shares29.6K

Event2026-06-30

Filed2026-07-28

Vanguard Total Stock Market

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-28

EXC

Exelon Corp

1.10%

Shares32.8K

Event2026-06-30

Filed2026-07-28

SYY

Sysco Corp

2.26%

Shares18.1K

Event2026-06-30

Filed2026-07-28

ABT

Abbott Laboratories

-1.06%

Shares16.7K

Event2026-06-30

Filed2026-07-28

Medtronic plc

-2.93%

Shares13.9K

Event2026-06-30

Filed2026-07-28

ING

ING Groep NV ADR

0.00%

Shares31.5K

Event2026-06-30

Filed2026-07-28

DFIV

Dimensional International Value Fund ETF

0.00%

Shares15.8K

Event2026-06-30

Filed2026-07-28

QQQ

Invesco QQQ Trust

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-28

CWI

State Street SPDR MSCI ACWI ex-US ETF

0.00%

Shares17.3K

Event2026-06-30

Filed2026-07-28

Home Depot Inc

-8.69%

Shares1.8K

Event2026-06-30

Filed2026-07-28

PFG

Principal Financial Group

-0.54%

Shares5.5K

Event2026-06-30

Filed2026-07-28

IHF

iShares Dow Jones US Health Care Prov Index

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-28

VEA

Vanguard FTSE Dev Mkt ETF

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-28

DFNM

Dimensional National ETF

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-28

VBR

Vanguard Small Cap Value ETF

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-28

MUB

iShares National Muni Bond ETF

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-28

SPYV

State Street SPDR Portfolio S&P 500 Value ETF

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-28

MEAR

iShares US ETF Tr Blackrock Short

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-28

IWB

iShares Russell 1000 ETF

0.00%

Shares800

Event2026-06-30

Filed2026-07-28

Royal Bank Canada Montreal

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-28

XLV

State Street Health Care Select Sec SPDR ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM Inc

-3.68%

Shares1.7K

Event2026-06-30

Filed2026-07-28

VGIT

Vanguard Intermediate-Term Treas Fd ETF

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-28

VNQ

Vanguard Real Estate ETF

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-28

AFL

AFLAC Incorporated

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-28

VIG

Vanguard Dividend Appreciation ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-28

PRF

Invesco RAFI US 1000 ETF

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-28

INTC

Intel Corp

New

Shares1.8K

Event2026-06-30

Filed2026-07-28

XLE

State Street Energy Select Sector SPDR ETF

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-28

IWL

iShares Russell Top 200 ETF

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

HSY

The Hershey Company

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-28

Consolidated Edison Inc

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-28

UNP

Union Pacific Corp

New

Shares756

Event2026-06-30

Filed2026-07-28

BDJ

BlackRock Enhanced Equity Dividend Trust

0.00%

Shares14.7K

Event2026-06-30

Filed2026-07-28

CATX

Perspective Therapeutics Inc

0.00%

Shares19.1K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available