Sponsored

The Analysis of IRON Financial LLC's Holdings & P&L

Currently, IRON Financial LLC holds 151 types of securities in its portfolio with a total value $242.3M. In the most recent quarter, they have increased their positions in VSDM (+20.6K shares, valued at $1.6M), FTMS (+157.3K shares, valued at $1.6M), AAPL (+4.1K shares, valued at $1.2M); decreased their positions in HTRB (-52.1K shares, valued at $1.8M), SCHP (-38.4K shares, valued at $1.0M), N/A (-2.2K shares, valued at $802.6K); initiated new positions in GE (+1.1K shares, valued at $406.6K), BSCR (+16.7K shares, valued at $327.5K), LLY (+265 shares, valued at $317.3K).

1M P&L

-4.2M-1.97%

3M P&L

+3.2M+1.55%

HY P&L

+6.6M+3.28%

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/A130.4M

62.2%

2Consumer Electronics19.6M

9.3%

3Financial Data & Stock Exchanges15.4M

7.3%

Top Industries by Stock Count

1N/A64 stocks

47.1%

2Semiconductors7 stocks

5.1%

3Oil & Gas E&P5 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC67.6K shares6.43%2026-06-302026-07-22

ISTB ISHARES TR329.7K shares-0.25%2026-06-302026-07-22

CME CME GROUP INC58.3K shares-0.01%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS33.5K shares-6.07%2026-06-302026-07-22

SPTM SPDR SERIES TRUST127.2K shares-1.25%2026-06-302026-07-22

SCHY SCHWAB STRATEGIC TR317.9K shares2.44%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T12.2K shares-5.88%2026-06-302026-07-22

HTRB HARTFORD FDS EXCHANGE TRADED194.1K shares-21.15%2026-06-302026-07-22

Sponsored

PULS PGIM ETF TR126.8K shares7.69%2026-06-302026-07-22

SCHD SCHWAB STRATEGIC TR184.2K shares6.50%2026-06-302026-07-22

ACWV ISHARES INC48.1K shares-0.66%2026-06-302026-07-22

ICSH ISHARES TR101.0K shares1.37%2026-06-302026-07-22

VSDM VANGUARD MUN BD FDS65.8K shares45.46%2026-06-302026-07-22

FTMS PUTNAM ETF TRUST444.9K shares54.69%2026-06-302026-07-22

SCHP SCHWAB STRATEGIC TR155.1K shares-19.86%2026-06-302026-07-22

AMZN AMAZON COM INC15.7K shares12.53%2026-06-302026-07-22

Sponsored

NEAR ISHARES U S ETF TR73.8K shares6.14%2026-06-302026-07-22

NVDA NVIDIA CORPORATION18.3K shares1.10%2026-06-302026-07-22

IBDR ISHARES TR149.3K shares-2.93%2026-06-302026-07-22

SPSB SPDR SERIES TRUST119.5K shares-0.54%2026-06-302026-07-22

MOAT VANECK ETF TRUST33.0K shares-2.31%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO9.1K shares-0.75%2026-06-302026-07-22

CBOE CBOE GLOBAL MKTS INC10.4K shares0.24%2026-06-302026-07-22

MSFT MICROSOFT CORP6.4K shares-6.11%2026-06-302026-07-22

Sponsored

VGIT VANGUARD SCOTTSDALE FDS40.0K shares-8.51%2026-06-302026-07-22

SPDW SPDR INDEX SHS FDS43.3K shares-1.24%2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS9.0K shares-2.71%2026-06-302026-07-22

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC2.6K shares4.10%2026-06-302026-07-22

DIVB ISHARES TR30.5K shares-5.49%2026-06-302026-07-22

VXUS VANGUARD STAR FDS21.3K shares0.19%2026-06-302026-07-22

FBND FIDELITY MERRIMACK STR TR39.2K shares-0.61%2026-06-302026-07-22

INTC INTEL CORP12.4K shares-2.47%2026-06-302026-07-22

Sponsored

SPEM SPDR INDEX SHS FDS30.3K shares0.25%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON5.9K shares1.15%2026-06-302026-07-22

GOOGL ALPHABET INC4.0K shares0.75%2026-06-302026-07-22

JPST J P MORGAN EXCHANGE TRADED F28.2K shares0.73%2026-06-302026-07-22

MU MICRON TECHNOLOGY INC1.2K shares-1.28%2026-06-302026-07-22

CIEN CIENA CORP2.8K shares7.60%2026-06-302026-07-22

JPLD J P MORGAN EXCHANGE TRADED F26.2K shares1.42%2026-06-302026-07-22

JQUA J P MORGAN EXCHANGE TRADED F17.5K shares-0.02%2026-06-302026-07-22

Sponsored

WMT WALMART INC10.9K shares3.55%2026-06-302026-07-22

PM PHILIP MORRIS INTL INC6.7K shares26.43%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC2.1K shares2.90%2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP8.7K shares4.88%2026-06-302026-07-22

USMV ISHARES TR11.2K shares0.10%2026-06-302026-07-22

TJX TJX COS INC NEW6.3K shares6.32%2026-06-302026-07-22

KHC KRAFT HEINZ CO39.4K shares6.47%2026-06-302026-07-22

PG PROCTER & GAMBLE CO6.2K shares-0.88%2026-06-302026-07-22

Sponsored

DIVI FRANKLIN TEMPLETON ETF TR20.7K shares7.13%2026-06-302026-07-22

IQLT ISHARES TR17.7K shares-0.07%2026-06-302026-07-22

OXY OCCIDENTAL PETE CORP17.8K shares6.76%2026-06-302026-07-22

FE FIRSTENERGY CORP18.2K shares7.35%2026-06-302026-07-22

EDIV SPDR INDEX SHS FDS20.7K shares1.26%2026-06-302026-07-22

CAH CARDINAL HEALTH INC3.5K shares10.40%2026-06-302026-07-22

TSLA TESLA INC2.0K shares0.46%2026-06-302026-07-22

ERIE ERIE INDTY CO3.4K shares9.35%2026-06-302026-07-22

Sponsored

EXE EXPAND ENERGY CORPORATION9.0K shares7.84%2026-06-302026-07-22

QQQ INVESCO QQQ TR1.1K shares-39.60%2026-06-302026-07-22

ADSK AUTODESK INC4.1K shares7.46%2026-06-302026-07-22

CPB THE CAMPBELLS COMPANY35.9K shares6.68%2026-06-302026-07-22

VTV VANGUARD INDEX FDS3.4K shares6.06%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL1.5K shares-9.60%2026-06-302026-07-22

DG DOLLAR GEN CORP6.4K shares6.46%2026-06-302026-07-22

ABBVIE INC ABBVIE INC2.9K shares-6.10%2026-06-302026-07-22

Sponsored

IVOO VANGUARD ADMIRAL FDS INC5.5K shares0.13%2026-06-302026-07-22

WWD WOODWARD INC1.7K shares0.00%2026-06-302026-07-22

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC5.0K shares7.00%2026-06-302026-07-22

GOOG ALPHABET INC2.0K shares0.00%2026-06-302026-07-22

SCHB SCHWAB STRATEGIC TR23.4K shares-0.09%2026-06-302026-07-22

LTPZ PIMCO ETF TR13.2K shares-12.71%2026-06-302026-07-22

COP CONOCOPHILLIPS5.8K shares6.18%2026-06-302026-07-22

IWF ISHARES TR4.8K shares288.39%2026-06-302026-07-22

Sponsored

DATADOG INC DATADOG INC2.2K shares6.07%2026-06-302026-07-22

DVY ISHARES TR3.6K shares-10.09%2026-06-302026-07-22

BSJQ INVESCO EXCH TRD SLF IDX FD22.2K shares-1.27%2026-06-302026-07-22

IBIT ISHARES BITCOIN TRUST ETF13.5K shares-0.70%2026-06-302026-07-22

IWP ISHARES TR3.1K shares-1.96%2026-06-302026-07-22

EEMV ISHARES INC5.7K shares-0.82%2026-06-302026-07-22

HODL VANECK BITCOIN ETF25.5K shares3.35%2026-06-302026-07-22

VUG VANGUARD INDEX FDS4.8K shares499.62%2026-06-302026-07-22

Sponsored

GE GE AEROSPACE1.1K sharesnew addition2026-06-302026-07-22

CAT CATERPILLAR INC380 shares0.53%2026-06-302026-07-22

DGRW WISDOMTREE TR4.1K shares-13.86%2026-06-302026-07-22

F FORD MTR CO27.9K shares3.87%2026-06-302026-07-22

BROADCOM INC BROADCOM INC1.0K shares-21.33%2026-06-302026-07-22

VTEB VANGUARD MUN BD FDS7.4K shares0.84%2026-06-302026-07-22

TSM TAIWAN SEMICONDUCTOR MANUFAC764 shares5.09%2026-06-302026-07-22

SCHF SCHWAB STRATEGIC TR13.1K shares0.01%2026-06-302026-07-22

Sponsored

IJR ISHARES TR2.4K shares0.00%2026-06-302026-07-22

IBM INTERNATIONAL BUSINESS MACHS1.3K shares32.42%2026-06-302026-07-22

BX BLACKSTONE INC3.0K shares0.37%2026-06-302026-07-22

VISA INC VISA INC1.0K shares3.86%2026-06-302026-07-22

SGOV ISHARES TR3.5K shares0.00%2026-06-302026-07-22

FANG DIAMONDBACK ENERGY INC1.9K shares7.68%2026-06-302026-07-22

VYMI VANGUARD WHITEHALL FDS3.5K shares-0.83%2026-06-302026-07-22

BEN FRANKLIN RESOURCES INC10.1K shares6.84%2026-06-302026-07-22

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD16.7K sharesnew addition2026-06-302026-07-22

REG REGENCY CTRS CORP4.0K shares7.26%2026-06-302026-07-22

LLY ELI LILLY & CO265 sharesnew addition2026-06-302026-07-22

QQQM INVESCO EXCH TRADED FD TR II1.0K shares1.55%2026-06-302026-07-22

IPKW INVESCO EXCH TRADED FD TR II5.5K shares-0.83%2026-06-302026-07-22

KO COCA COLA CO3.8K shares0.16%2026-06-302026-07-22

ADM ARCHER DANIELS MIDLAND CO4.0K shares6.77%2026-06-302026-07-22

DOC HEALTHPEAK PROPERTIES INC14.1K shares15.06%2026-06-302026-07-22

Sponsored

TROW PRICE T ROWE GROUP INC2.7K shares6.49%2026-06-302026-07-22

GLD SPDR GOLD TR813 shares0.00%2026-06-302026-07-22

STPZ PIMCO ETF TR5.6K shares1.91%2026-06-302026-07-22

GEV GE VERNOVA INC252 sharesnew addition2026-06-302026-07-22

AMD ADVANCED MICRO DEVICES INC507 sharesnew addition2026-06-302026-07-22

COM DIREXION SHARES ETF TRUST8.7K shares0.42%2026-06-302026-07-22

AXP AMERICAN EXPRESS CO836 shares-0.12%2026-06-302026-07-22

QCOM QUALCOMM INC1.5K sharesnew addition2026-06-302026-07-22

Sponsored

INVH INVITATION HOMES INC9.2K shares6.96%2026-06-302026-07-22

MCD MCDONALDS CORP1.0K shares15.72%2026-06-302026-07-22

USHY ISHARES TR7.5K shares0.00%2026-06-302026-07-22

GOVT ISHARES TR12.1K shares-8.67%2026-06-302026-07-22

CWS ADVISORSHARES TR4.0K shares0.00%2026-06-302026-07-22

EQR EQUITY RESIDENTIAL4.0K shares7.05%2026-06-302026-07-22

UDR UDR INC6.8K shares6.48%2026-06-302026-07-22

CISCO SYS INC CISCO SYS INC2.2K sharesnew addition2026-06-302026-07-22

Sponsored

VCIT VANGUARD SCOTTSDALE FDS3.2K shares-3.74%2026-06-302026-07-22

CF CF INDUSTRIES HOLD2.4K shares8.42%2026-06-302026-07-22

KIM KIMCO REALTY CORP10.3K shares6.63%2026-06-302026-07-22

T AT&T INC12.5K shares-2.03%2026-06-302026-07-22

MS MORGAN STANLEY1.2K shares0.73%2026-06-302026-07-22

HD HOME DEPOT INC729 shares-9.33%2026-06-302026-07-22

CVX CHEVRON CORPORATION1.5K shares4.29%2026-06-302026-07-22

USRT ISHARES TR3.8K shares0.55%2026-06-302026-07-22

Sponsored

EIX EDISON INTL3.4K shares6.35%2026-06-302026-07-22

MAA MID-AMER APT CMNTYS INC1.8K shares6.51%2026-06-302026-07-22

O REALTY INCOME CORP3.9K shares7.46%2026-06-302026-07-22

EXR EXTRA SPACE STORAGE INC1.6K sharesnew addition2026-06-302026-07-22

MRK MERCK & CO INC1.8K shares5.18%2026-06-302026-07-22

APA CORPORATION APA CORPORATION7.3K shares7.22%2026-06-302026-07-22

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.0K shares-5.66%2026-06-302026-07-22

KMI KINDER MORGAN INC DEL7.3K shares8.01%2026-06-302026-07-22

Sponsored

LW LAMB WESTON HLDGS INC5.4K shares7.51%2026-06-302026-07-22

EFA ISHARES TR2.2K shares-4.52%2026-06-302026-07-22

PLD PROLOGIS INC.1.7K shares7.46%2026-06-302026-07-22

QEFA SPDR INDEX SHS FDS2.4K shares1.23%2026-06-302026-07-22

BMY BRISTOL-MYERS SQUIBB CO3.9K shares6.99%2026-06-302026-07-22

DOW DOW HLDGS INC8.2K shares7.89%2026-06-302026-07-22

LYB LYONDELLBASELL INDUSTRIES NV4.2K shares12.92%2026-06-302026-07-22

VBR VANGUARD INDEX FDS882 sharesnew addition2026-06-302026-07-22

Sponsored

ALLEGION PLC ALLEGION PLC1.5K shares8.28%2026-06-302026-07-22

MRVL MARVELL TECHNOLOGY INC692 sharesnew addition2026-06-302026-07-22

ABT ABBOTT LABORATORIES2.2K shares-7.16%2026-06-302026-07-22

TPL TEXAS PACIFIC LAND CORPORATI458 shares7.26%2026-06-302026-07-22

DNP DNP SELECT INCOME FD INC18.5K shares1.82%2026-06-302026-07-22

BSCT INVESCO EXCH TRD SLF IDX FD10.7K sharesnew addition2026-06-302026-07-22

GPUS HYPERSCALE DATA INC15.0K shares0.00%2026-06-302026-07-22

AAPL

APPLE INC

6.43%

Shares67.6K

Event2026-06-30

Filed2026-07-22

ISTB

ISHARES TR

-0.25%

Shares329.7K

Event2026-06-30

Filed2026-07-22

CME

CME GROUP INC

-0.01%

Shares58.3K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-6.07%

Shares33.5K

Event2026-06-30

Filed2026-07-22

SPTM

SPDR SERIES TRUST

-1.25%

Shares127.2K

Event2026-06-30

Filed2026-07-22

SCHY

SCHWAB STRATEGIC TR

2.44%

Shares317.9K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

-5.88%

Shares12.2K

Event2026-06-30

Filed2026-07-22

HTRB

HARTFORD FDS EXCHANGE TRADED

-21.15%

Shares194.1K

Event2026-06-30

Filed2026-07-22

PULS

PGIM ETF TR

7.69%

Shares126.8K

Event2026-06-30

Filed2026-07-22

SCHD

SCHWAB STRATEGIC TR

6.50%

Shares184.2K

Event2026-06-30

Filed2026-07-22

ACWV

ISHARES INC

-0.66%

Shares48.1K

Event2026-06-30

Filed2026-07-22

ICSH

ISHARES TR

1.37%

Shares101.0K

Event2026-06-30

Filed2026-07-22

VSDM

VANGUARD MUN BD FDS

45.46%

Shares65.8K

Event2026-06-30

Filed2026-07-22

FTMS

PUTNAM ETF TRUST

54.69%

Shares444.9K

Event2026-06-30

Filed2026-07-22

SCHP

SCHWAB STRATEGIC TR

-19.86%

Shares155.1K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

12.53%

Shares15.7K

Event2026-06-30

Filed2026-07-22

NEAR

ISHARES U S ETF TR

6.14%

Shares73.8K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

1.10%

Shares18.3K

Event2026-06-30

Filed2026-07-22

IBDR

ISHARES TR

-2.93%

Shares149.3K

Event2026-06-30

Filed2026-07-22

SPSB

SPDR SERIES TRUST

-0.54%

Shares119.5K

Event2026-06-30

Filed2026-07-22

MOAT

VANECK ETF TRUST

-2.31%

Shares33.0K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

-0.75%

Shares9.1K

Event2026-06-30

Filed2026-07-22

CBOE

CBOE GLOBAL MKTS INC

0.24%

Shares10.4K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

-6.11%

Shares6.4K

Event2026-06-30

Filed2026-07-22

VGIT

VANGUARD SCOTTSDALE FDS

-8.51%

Shares40.0K

Event2026-06-30

Filed2026-07-22

SPDW

SPDR INDEX SHS FDS

-1.24%

Shares43.3K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

-2.71%

Shares9.0K

Event2026-06-30

Filed2026-07-22

CROWDSTRIKE HLDGS INC

4.10%

Shares2.6K

Event2026-06-30

Filed2026-07-22

DIVB

ISHARES TR

-5.49%

Shares30.5K

Event2026-06-30

Filed2026-07-22

VXUS

VANGUARD STAR FDS

0.19%

Shares21.3K

Event2026-06-30

Filed2026-07-22

FBND

FIDELITY MERRIMACK STR TR

-0.61%

Shares39.2K

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

-2.47%

Shares12.4K

Event2026-06-30

Filed2026-07-22

SPEM

SPDR INDEX SHS FDS

0.25%

Shares30.3K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

1.15%

Shares5.9K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

0.75%

Shares4.0K

Event2026-06-30

Filed2026-07-22

JPST

J P MORGAN EXCHANGE TRADED F

0.73%

Shares28.2K

Event2026-06-30

Filed2026-07-22

MICRON TECHNOLOGY INC

-1.28%

Shares1.2K

Event2026-06-30

Filed2026-07-22

CIEN

CIENA CORP

7.60%

Shares2.8K

Event2026-06-30

Filed2026-07-22

JPLD

J P MORGAN EXCHANGE TRADED F

1.42%

Shares26.2K

Event2026-06-30

Filed2026-07-22

JQUA

J P MORGAN EXCHANGE TRADED F

-0.02%

Shares17.5K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

3.55%

Shares10.9K

Event2026-06-30

Filed2026-07-22

PHILIP MORRIS INTL INC

26.43%

Shares6.7K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

2.90%

Shares2.1K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

4.88%

Shares8.7K

Event2026-06-30

Filed2026-07-22

USMV

ISHARES TR

0.10%

Shares11.2K

Event2026-06-30

Filed2026-07-22

TJX

TJX COS INC NEW

6.32%

Shares6.3K

Event2026-06-30

Filed2026-07-22

KHC

KRAFT HEINZ CO

6.47%

Shares39.4K

Event2026-06-30

Filed2026-07-22

PROCTER & GAMBLE CO

-0.88%

Shares6.2K

Event2026-06-30

Filed2026-07-22

DIVI

FRANKLIN TEMPLETON ETF TR

7.13%

Shares20.7K

Event2026-06-30

Filed2026-07-22

IQLT

ISHARES TR

-0.07%

Shares17.7K

Event2026-06-30

Filed2026-07-22

OXY

OCCIDENTAL PETE CORP

6.76%

Shares17.8K

Event2026-06-30

Filed2026-07-22

FIRSTENERGY CORP

7.35%

Shares18.2K

Event2026-06-30

Filed2026-07-22

EDIV

SPDR INDEX SHS FDS

1.26%

Shares20.7K

Event2026-06-30

Filed2026-07-22

CAH

CARDINAL HEALTH INC

10.40%

Shares3.5K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

0.46%

Shares2.0K

Event2026-06-30

Filed2026-07-22

ERIE

ERIE INDTY CO

9.35%

Shares3.4K

Event2026-06-30

Filed2026-07-22

EXE

EXPAND ENERGY CORPORATION

7.84%

Shares9.0K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

-39.60%

Shares1.1K

Event2026-06-30

Filed2026-07-22

ADSK

AUTODESK INC

7.46%

Shares4.1K

Event2026-06-30

Filed2026-07-22

CPB

THE CAMPBELLS COMPANY

6.68%

Shares35.9K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

6.06%

Shares3.4K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

-9.60%

Shares1.5K

Event2026-06-30

Filed2026-07-22

DOLLAR GEN CORP

6.46%

Shares6.4K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

-6.10%

Shares2.9K

Event2026-06-30

Filed2026-07-22

IVOO

VANGUARD ADMIRAL FDS INC

0.13%

Shares5.5K

Event2026-06-30

Filed2026-07-22

WWD

WOODWARD INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-22

CONSTELLATION BRANDS INC

7.00%

Shares5.0K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

SCHB

SCHWAB STRATEGIC TR

-0.09%

Shares23.4K

Event2026-06-30

Filed2026-07-22

LTPZ

PIMCO ETF TR

-12.71%

Shares13.2K

Event2026-06-30

Filed2026-07-22

COP

CONOCOPHILLIPS

6.18%

Shares5.8K

Event2026-06-30

Filed2026-07-22

IWF

ISHARES TR

288.39%

Shares4.8K

Event2026-06-30

Filed2026-07-22

DATADOG INC

6.07%

Shares2.2K

Event2026-06-30

Filed2026-07-22

DVY

ISHARES TR

-10.09%

Shares3.6K

Event2026-06-30

Filed2026-07-22

BSJQ

INVESCO EXCH TRD SLF IDX FD

-1.27%

Shares22.2K

Event2026-06-30

Filed2026-07-22

IBIT

ISHARES BITCOIN TRUST ETF

-0.70%

Shares13.5K

Event2026-06-30

Filed2026-07-22

IWP

ISHARES TR

-1.96%

Shares3.1K

Event2026-06-30

Filed2026-07-22

EEMV

ISHARES INC

-0.82%

Shares5.7K

Event2026-06-30

Filed2026-07-22

HODL

VANECK BITCOIN ETF

3.35%

Shares25.5K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

499.62%

Shares4.8K

Event2026-06-30

Filed2026-07-22

GE AEROSPACE

New

Shares1.1K

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

0.53%

Shares380

Event2026-06-30

Filed2026-07-22

DGRW

WISDOMTREE TR

-13.86%

Shares4.1K

Event2026-06-30

Filed2026-07-22

FORD MTR CO

3.87%

Shares27.9K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

-21.33%

Shares1.0K

Event2026-06-30

Filed2026-07-22

VTEB

VANGUARD MUN BD FDS

0.84%

Shares7.4K

Event2026-06-30

Filed2026-07-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

5.09%

Shares764

Event2026-06-30

Filed2026-07-22

SCHF

SCHWAB STRATEGIC TR

0.01%

Shares13.1K

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-22

IBM

INTERNATIONAL BUSINESS MACHS

32.42%

Shares1.3K

Event2026-06-30

Filed2026-07-22

BLACKSTONE INC

0.37%

Shares3.0K

Event2026-06-30

Filed2026-07-22

VISA INC

3.86%

Shares1.0K

Event2026-06-30

Filed2026-07-22

SGOV

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-22

FANG

DIAMONDBACK ENERGY INC

7.68%

Shares1.9K

Event2026-06-30

Filed2026-07-22

VYMI

VANGUARD WHITEHALL FDS

-0.83%

Shares3.5K

Event2026-06-30

Filed2026-07-22

BEN

FRANKLIN RESOURCES INC

6.84%

Shares10.1K

Event2026-06-30

Filed2026-07-22

BSCR

INVESCO EXCH TRD SLF IDX FD

New

Shares16.7K

Event2026-06-30

Filed2026-07-22

REG

REGENCY CTRS CORP

7.26%

Shares4.0K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

New

Shares265

Event2026-06-30

Filed2026-07-22

QQQM

INVESCO EXCH TRADED FD TR II

1.55%

Shares1.0K

Event2026-06-30

Filed2026-07-22

IPKW

INVESCO EXCH TRADED FD TR II

-0.83%

Shares5.5K

Event2026-06-30

Filed2026-07-22

COCA COLA CO

0.16%

Shares3.8K

Event2026-06-30

Filed2026-07-22

ADM

ARCHER DANIELS MIDLAND CO

6.77%

Shares4.0K

Event2026-06-30

Filed2026-07-22

DOC

HEALTHPEAK PROPERTIES INC

15.06%

Shares14.1K

Event2026-06-30

Filed2026-07-22

TROW

PRICE T ROWE GROUP INC

6.49%

Shares2.7K

Event2026-06-30

Filed2026-07-22

GLD

SPDR GOLD TR

0.00%

Shares813

Event2026-06-30

Filed2026-07-22

STPZ

PIMCO ETF TR

1.91%

Shares5.6K

Event2026-06-30

Filed2026-07-22

GEV

GE VERNOVA INC

New

Shares252

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

New

Shares507

Event2026-06-30

Filed2026-07-22

COM

DIREXION SHARES ETF TRUST

0.42%

Shares8.7K

Event2026-06-30

Filed2026-07-22

AXP

AMERICAN EXPRESS CO

-0.12%

Shares836

Event2026-06-30

Filed2026-07-22

QCOM

QUALCOMM INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-22

INVH

INVITATION HOMES INC

6.96%

Shares9.2K

Event2026-06-30

Filed2026-07-22

MCD

MCDONALDS CORP

15.72%

Shares1.0K

Event2026-06-30

Filed2026-07-22

USHY

ISHARES TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-22

GOVT

ISHARES TR

-8.67%

Shares12.1K

Event2026-06-30

Filed2026-07-22

CWS

ADVISORSHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-22

EQR

EQUITY RESIDENTIAL

7.05%

Shares4.0K

Event2026-06-30

Filed2026-07-22

UDR

UDR INC

6.48%

Shares6.8K

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-22

VCIT

VANGUARD SCOTTSDALE FDS

-3.74%

Shares3.2K

Event2026-06-30

Filed2026-07-22

CF INDUSTRIES HOLD

8.42%

Shares2.4K

Event2026-06-30

Filed2026-07-22

KIM

KIMCO REALTY CORP

6.63%

Shares10.3K

Event2026-06-30

Filed2026-07-22

AT&T INC

-2.03%

Shares12.5K

Event2026-06-30

Filed2026-07-22

MORGAN STANLEY

0.73%

Shares1.2K

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

-9.33%

Shares729

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

4.29%

Shares1.5K

Event2026-06-30

Filed2026-07-22

USRT

ISHARES TR

0.55%

Shares3.8K

Event2026-06-30

Filed2026-07-22

EIX

EDISON INTL

6.35%

Shares3.4K

Event2026-06-30

Filed2026-07-22

MAA

MID-AMER APT CMNTYS INC

6.51%

Shares1.8K

Event2026-06-30

Filed2026-07-22

REALTY INCOME CORP

7.46%

Shares3.9K

Event2026-06-30

Filed2026-07-22

EXR

EXTRA SPACE STORAGE INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-22

MRK

MERCK & CO INC

5.18%

Shares1.8K

Event2026-06-30

Filed2026-07-22

APA CORPORATION

7.22%

Shares7.3K

Event2026-06-30

Filed2026-07-22

PALANTIR TECHNOLOGIES INC

-5.66%

Shares2.0K

Event2026-06-30

Filed2026-07-22

KMI

KINDER MORGAN INC DEL

8.01%

Shares7.3K

Event2026-06-30

Filed2026-07-22

LAMB WESTON HLDGS INC

7.51%

Shares5.4K

Event2026-06-30

Filed2026-07-22

EFA

ISHARES TR

-4.52%

Shares2.2K

Event2026-06-30

Filed2026-07-22

PLD

PROLOGIS INC.

7.46%

Shares1.7K

Event2026-06-30

Filed2026-07-22

QEFA

SPDR INDEX SHS FDS

1.23%

Shares2.4K

Event2026-06-30

Filed2026-07-22

BMY

BRISTOL-MYERS SQUIBB CO

6.99%

Shares3.9K

Event2026-06-30

Filed2026-07-22

DOW

DOW HLDGS INC

7.89%

Shares8.2K

Event2026-06-30

Filed2026-07-22

LYB

LYONDELLBASELL INDUSTRIES NV

12.92%

Shares4.2K

Event2026-06-30

Filed2026-07-22

VBR

VANGUARD INDEX FDS

New

Shares882

Event2026-06-30

Filed2026-07-22

ALLEGION PLC

8.28%

Shares1.5K

Event2026-06-30

Filed2026-07-22

MRVL

MARVELL TECHNOLOGY INC

New

Shares692

Event2026-06-30

Filed2026-07-22

ABT

ABBOTT LABORATORIES

-7.16%

Shares2.2K

Event2026-06-30

Filed2026-07-22

TPL

TEXAS PACIFIC LAND CORPORATI

7.26%

Shares458

Event2026-06-30

Filed2026-07-22

DNP

DNP SELECT INCOME FD INC

1.82%

Shares18.5K

Event2026-06-30

Filed2026-07-22

BSCT

INVESCO EXCH TRD SLF IDX FD

New

Shares10.7K

Event2026-06-30

Filed2026-07-22

GPUS

HYPERSCALE DATA INC

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available