Sponsored

The Analysis of James J. Burns & Company, LLC's Holdings & P&L

Currently, James J. Burns & Company, LLC holds 163 types of securities in its portfolio with a total value $923.5M. In the most recent quarter, they have increased their positions in AFIX (+2.1M shares, valued at $52.3M), N/A (+46.8K shares, valued at $34.9M), VO (+174.1K shares, valued at $14.0M); decreased their positions in VV (-7.0K shares, valued at $2.4M), N/A (-11.8K shares, valued at $1.6M), NYF (-10.8K shares, valued at $579.5K); initiated new positions in AFIX (+2.1M shares, valued at $52.3M), POWR (+36.5K shares, valued at $1.0M), N/A (+3.8K shares, valued at $726.6K).

1M P&L

-10.6M-1.41%

3M P&L

+12.5M+1.72%

HY P&L

+29.5M+4.15%

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/A635.7M

85.6%

2Consumer Electronics34.0M

4.6%

3Internet Content & Information12.9M

1.7%

Top Industries by Stock Count

1N/A90 stocks

63.8%

2Semiconductors4 stocks

2.8%

3Drug Manufacturers - General4 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VV VANGUARD INDEX FDS484.9K shares-1.42%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T118.0K shares65.74%2026-06-302026-08-06

AFIX ALLSPRING EXCHANGE TRADED FU2.1M sharesnew addition2026-06-302026-08-06

VXF VANGUARD INDEX FDS204.8K shares0.12%2026-06-302026-08-06

VXUS VANGUARD STAR FDS578.9K shares0.43%2026-06-302026-08-06

ISHARES TR ISHARES TR468.3K shares5.08%2026-06-302026-08-06

AAPL APPLE INC117.5K shares-0.27%2026-06-302026-08-06

AFSM FIRST TR EXCHNG TRADED FD VI557.5K shares1.14%2026-06-302026-08-06

Sponsored

SCHB SCHWAB STRATEGIC TR704.2K shares-0.75%2026-06-302026-08-06

MOAT VANECK ETF TRUST194.6K shares6.57%2026-06-302026-08-06

SCHG SCHWAB STRATEGIC TR588.4K shares-1.52%2026-06-302026-08-06

ISHARES TR ISHARES TR202.5K shares5.36%2026-06-302026-08-06

VO VANGUARD INDEX FDS229.1K shares316.44%2026-06-302026-08-06

SCHZ SCHWAB STRATEGIC TR666.9K shares0.42%2026-06-302026-08-06

VB VANGUARD INDEX FDS47.9K shares3.26%2026-06-302026-08-06

TSPA T ROWE PRICE ETF INC279.0K shares-0.18%2026-06-302026-08-06

Sponsored

MGV VANGUARD WORLD FD79.3K shares-0.33%2026-06-302026-08-06

SCHV SCHWAB STRATEGIC TR370.2K shares-1.47%2026-06-302026-08-06

HSIC SCHEIN HENRY INC153.8K shares0.00%2026-06-302026-08-06

SCHF SCHWAB STRATEGIC TR381.9K shares0.16%2026-06-302026-08-06

SCHM SCHWAB STRATEGIC TR242.8K shares-0.11%2026-06-302026-08-06

VWO VANGUARD INTL EQUITY INDEX F146.1K shares5.41%2026-06-302026-08-06

IXUS ISHARES TR88.0K shares-0.49%2026-06-302026-08-06

IWS ISHARES TR47.1K shares-2.51%2026-06-302026-08-06

Sponsored

GOOGL ALPHABET INC21.4K shares0.01%2026-06-302026-08-06

SMMD ISHARES TR73.2K shares-0.76%2026-06-302026-08-06

SCHA SCHWAB STRATEGIC TR185.2K shares0.03%2026-06-302026-08-06

ISHARES TR ISHARES TR8.8K shares-1.02%2026-06-302026-08-06

IEMG ISHARES INC77.7K shares-0.94%2026-06-302026-08-06

VEA VANGUARD TAX-MANAGED FDS82.8K shares-0.37%2026-06-302026-08-06

GOOG ALPHABET INC14.7K shares-1.31%2026-06-302026-08-06

JCPB J P MORGAN EXCHANGE TRADED F102.8K shares6.22%2026-06-302026-08-06

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD95.6K shares1.97%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS12.8K shares-0.74%2026-06-302026-08-06

LLY ELI LILLY & CO3.7K shares0.00%2026-06-302026-08-06

TSLA TESLA INC10.5K shares1.45%2026-06-302026-08-06

NVDA NVIDIA CORPORATION21.5K shares2.91%2026-06-302026-08-06

IMCG ISHARES TR42.3K shares-2.69%2026-06-302026-08-06

MSFT MICROSOFT CORP10.2K shares-2.57%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO11.0K shares-2.78%2026-06-302026-08-06

Sponsored

SCZ ISHARES TR42.7K shares6.18%2026-06-302026-08-06

UITB VICTORY PORTFOLIOS II75.0K shares2.01%2026-06-302026-08-06

NYF ISHARES TR61.5K shares-14.87%2026-06-302026-08-06

MGC VANGUARD WORLD FD11.9K shares-0.74%2026-06-302026-08-06

AMZN AMAZON COM INC13.3K shares-3.51%2026-06-302026-08-06

HD HOME DEPOT INC8.9K shares3.10%2026-06-302026-08-06

IWF ISHARES TR23.6K shares298.39%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL5.2K shares-3.51%2026-06-302026-08-06

Sponsored

EFA ISHARES TR22.8K shares1.11%2026-06-302026-08-06

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-06-302026-08-06

SCHX SCHWAB STRATEGIC TR72.7K shares19.67%2026-06-302026-08-06

SCHE SCHWAB STRATEGIC TR58.0K shares-0.22%2026-06-302026-08-06

JMST J P MORGAN EXCHANGE TRADED F37.8K shares-10.45%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC3.2K shares0.00%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON7.0K shares0.04%2026-06-302026-08-06

IMCV ISHARES TR19.0K shares0.50%2026-06-302026-08-06

Sponsored

MCD MCDONALDS CORP6.3K shares446.95%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP12.3K shares-48.89%2026-06-302026-08-06

QTUM ETF SER SOLUTIONS9.8K shares2.13%2026-06-302026-08-06

AIQ GLOBAL X FDS24.6K shares5.82%2026-06-302026-08-06

IWB ISHARES TR3.9K shares-0.87%2026-06-302026-08-06

MASTERCARD INCORPORATED MASTERCARD INCORPORATED3.0K shares0.00%2026-06-302026-08-06

IWP ISHARES TR10.3K shares-0.86%2026-06-302026-08-06

CIBR FIRST TR EXCHANGE-TRADED FD15.3K shares3.36%2026-06-302026-08-06

Sponsored

PM PHILIP MORRIS INTL INC7.0K shares0.00%2026-06-302026-08-06

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.9K shares-17.87%2026-06-302026-08-06

PG PROCTER & GAMBLE CO7.7K shares-6.48%2026-06-302026-08-06

ED CONSOLIDATED EDISON INC10.0K shares-0.19%2026-06-302026-08-06

VTV VANGUARD INDEX FDS5.0K shares-2.20%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC1.8K shares8.07%2026-06-302026-08-06

ROBO EXCHANGE TRADED CONCEPTS TRU12.4K shares3.03%2026-06-302026-08-06

SCHC SCHWAB STRATEGIC TR22.0K shares-1.69%2026-06-302026-08-06

Sponsored

POWR ISHARES INC36.5K sharesnew addition2026-06-302026-08-06

CAT CATERPILLAR INC932 shares0.00%2026-06-302026-08-06

EFG ISHARES TR7.8K shares-2.00%2026-06-302026-08-06

ICF ISHARES TR13.3K shares-0.06%2026-06-302026-08-06

GLD SPDR GOLD TR2.4K shares38.51%2026-06-302026-08-06

QQQ INVESCO QQQ TR1.2K shares37.92%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS3.6K shares0.22%2026-06-302026-08-06

T AT&T INC40.5K shares0.39%2026-06-302026-08-06

Sponsored

VOO VANGUARD INDEX FDS1.2K shares0.00%2026-06-302026-08-06

VISA INC VISA INC2.3K shares0.91%2026-06-302026-08-06

CL COLGATE PALMOLIVE CO8.5K shares-2.95%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION815 shares0.00%2026-06-302026-08-06

MUB ISHARES TR7.0K shares0.33%2026-06-302026-08-06

VZ VERIZON COMMUNICATIONS INC17.8K shares3.30%2026-06-302026-08-06

AME AMETEK INC3.1K shares0.00%2026-06-302026-08-06

SMH VANECK ETF TRUST1.1K shares0.27%2026-06-302026-08-06

Sponsored

RTX CORPORATION RTX CORPORATION3.8K sharesnew addition2026-06-302026-08-06

MU MICRON TECHNOLOGY INC597 sharesnew addition2026-06-302026-08-06

HYMB SPDR SERIES TRUST26.5K shares-2.92%2026-06-302026-08-06

IDEV ISHARES TR7.6K shares0.00%2026-06-302026-08-06

ANET ARISTA NETWORKS INC3.9K shares-16.89%2026-06-302026-08-06

WVE WAVE LIFE SCIENCES LTD114.8K shares0.00%2026-06-302026-08-06

VOOG VANGUARD ADMIRAL FDS INC7.9K shares500.30%2026-06-302026-08-06

IWM ISHARES TR2.1K shares-1.55%2026-06-302026-08-06

Sponsored

DFIV DIMENSIONAL ETF TRUST11.6K shares0.60%2026-06-302026-08-06

KKR KKR & CO INC6.8K shares-12.86%2026-06-302026-08-06

NOBL PROSHARES TR10.7K shares100.06%2026-06-302026-08-06

TEMPUS AI INC TEMPUS AI INC10.0K shares24.99%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC565 shares0.18%2026-06-302026-08-06

JHML JOHN HANCOCK EXCHANGE TRADED6.0K shares0.00%2026-06-302026-08-06

TECL DIREXION SHARES ETF TRUST2.3K shares0.00%2026-06-302026-08-06

KO COCA COLA CO6.5K shares0.05%2026-06-302026-08-06

Sponsored

QLD PROSHARES TR5.1K shares0.00%2026-06-302026-08-06

CISCO SYS INC CISCO SYS INC4.2K shares0.02%2026-06-302026-08-06

VNQ VANGUARD INDEX FDS5.1K shares2.10%2026-06-302026-08-06

IWV ISHARES TR1.1K shares0.00%2026-06-302026-08-06

COF CAPITAL ONE FINL CORP2.2K shares0.00%2026-06-302026-08-06

ABBVIE INC ABBVIE INC1.8K shares-3.78%2026-06-302026-08-06

SPDR SERIES TRUST SPDR SERIES TRUST4.7K shares23.78%2026-06-302026-08-06

AVLV AMERICAN CENTY ETF TR4.5K shares0.34%2026-06-302026-08-06

Sponsored

TQQQ PROSHARES TR5.0K shares0.00%2026-06-302026-08-06

IJH ISHARES TR5.1K shares0.00%2026-06-302026-08-06

AXP AMERICAN EXPRESS CO1.2K shares0.00%2026-06-302026-08-06

CGGR CAPITAL GROUP GROWTH ETF8.2K shares0.00%2026-06-302026-08-06

EFV ISHARES TR5.0K shares0.00%2026-06-302026-08-06

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F6.3K sharesnew addition2026-06-302026-08-06

EFAV ISHARES TR4.4K shares1.82%2026-06-302026-08-06

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

Sponsored

VUG VANGUARD INDEX FDS4.4K shares494.54%2026-06-302026-08-06

ISPY PROSHARES TR7.6K sharesnew addition2026-06-302026-08-06

MTUM ISHARES TR1.1K shares-1.03%2026-06-302026-08-06

CVX CHEVRON CORPORATION2.1K shares-2.35%2026-06-302026-08-06

FBND FIDELITY MERRIMACK STR TR6.9K shares1.15%2026-06-302026-08-06

BX BLACKSTONE INC2.7K shares0.11%2026-06-302026-08-06

SHW SHERWIN WILLIAMS CO900 shares0.00%2026-06-302026-08-06

XLY SELECT SECTOR SPDR TR2.6K shares0.00%2026-06-302026-08-06

Sponsored

VFH VANGUARD WORLD FD2.3K shares0.00%2026-06-302026-08-06

IVW ISHARES TR2.2K shares0.00%2026-06-302026-08-06

GEV GE VERNOVA INC252 shares-10.64%2026-06-302026-08-06

ORACLE CORP ORACLE CORP2.0K shares-1.32%2026-06-302026-08-06

IWR ISHARES TR2.7K shares-39.57%2026-06-302026-08-06

PFE PFIZER INC12.2K shares0.16%2026-06-302026-08-06

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC382 sharesnew addition2026-06-302026-08-06

MDGL MADRIGAL PHARMACEUTICALS INC532 shares0.00%2026-06-302026-08-06

Sponsored

BOTZ GLOBAL X FDS7.5K shares-6.10%2026-06-302026-08-06

WMT WALMART INC2.5K shares0.04%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC588 sharesnew addition2026-06-302026-08-06

GE GE AEROSPACE747 shares0.00%2026-06-302026-08-06

CGXU CAPITAL GROUP INTL FOCUS EQT7.8K shares0.00%2026-06-302026-08-06

DFAI DIMENSIONAL ETF TRUST6.5K shares1.16%2026-06-302026-08-06

SCHW SCHWAB CHARLES CORP2.9K sharesnew addition2026-06-302026-08-06

CHUBB LTD SWITZ CHUBB LTD SWITZ769 shares0.00%2026-06-302026-08-06

Sponsored

IAU ISHARES GOLD TR3.4K shares0.09%2026-06-302026-08-06

VGT VANGUARD WORLD FD2.2K sharesnew addition2026-06-302026-08-06

SLV ISHARES SILVER TR4.6K shares-2.13%2026-06-302026-08-06

SPLV INVESCO EXCH TRADED FD TR II3.2K shares0.00%2026-06-302026-08-06

NUE NUCOR CORP1.0K sharesnew addition2026-06-302026-08-06

MO ALTRIA GROUP INC3.1K shares0.03%2026-06-302026-08-06

CW CURTISS WRIGHT CORP292 sharesnew addition2026-06-302026-08-06

SBUX STARBUCKS CORP2.2K shares-4.10%2026-06-302026-08-06

Sponsored

CRSP CRISPR THERAPEUTICS AG3.9K sharesnew addition2026-06-302026-08-06

AMGN AMGEN INC577 shares0.35%2026-06-302026-08-06

XLV SELECT SECTOR SPDR TR1.3K sharesnew addition2026-06-302026-08-06

MDY STATE STR SPDR S&P MIDCAP 40290 sharesnew addition2026-06-302026-08-06

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II8.6K shares-6.95%2026-06-302026-08-06

DIS DISNEY WALT CO2.1K shares-4.18%2026-06-302026-08-06

SMR NUSCALE PWR CORP17.0K shares69.49%2026-06-302026-08-06

FTMA PUTNAM ETF TRUST17.4K shares0.61%2026-06-302026-08-06

Sponsored

BFLY BUTTERFLY NETWORK INC18.0K shares0.00%2026-06-302026-08-06

MREO MEREO BIOPHARMA GROUP PLC95.4K sharesnew addition2026-06-302026-08-06

AKBA AKEBIA THREAPEUTICS INC11.4K shares0.00%2026-06-302026-08-06

VANGUARD INDEX FDS

-1.42%

Shares484.9K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

65.74%

Shares118.0K

Event2026-06-30

Filed2026-08-06

AFIX

ALLSPRING EXCHANGE TRADED FU

New

Shares2.1M

Event2026-06-30

Filed2026-08-06

VXF

VANGUARD INDEX FDS

0.12%

Shares204.8K

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

0.43%

Shares578.9K

Event2026-06-30

Filed2026-08-06

ISHARES TR

5.08%

Shares468.3K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

-0.27%

Shares117.5K

Event2026-06-30

Filed2026-08-06

AFSM

FIRST TR EXCHNG TRADED FD VI

1.14%

Shares557.5K

Event2026-06-30

Filed2026-08-06

SCHB

SCHWAB STRATEGIC TR

-0.75%

Shares704.2K

Event2026-06-30

Filed2026-08-06

MOAT

VANECK ETF TRUST

6.57%

Shares194.6K

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB STRATEGIC TR

-1.52%

Shares588.4K

Event2026-06-30

Filed2026-08-06

ISHARES TR

5.36%

Shares202.5K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

316.44%

Shares229.1K

Event2026-06-30

Filed2026-08-06

SCHZ

SCHWAB STRATEGIC TR

0.42%

Shares666.9K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

3.26%

Shares47.9K

Event2026-06-30

Filed2026-08-06

TSPA

T ROWE PRICE ETF INC

-0.18%

Shares279.0K

Event2026-06-30

Filed2026-08-06

MGV

VANGUARD WORLD FD

-0.33%

Shares79.3K

Event2026-06-30

Filed2026-08-06

SCHV

SCHWAB STRATEGIC TR

-1.47%

Shares370.2K

Event2026-06-30

Filed2026-08-06

HSIC

SCHEIN HENRY INC

0.00%

Shares153.8K

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR

0.16%

Shares381.9K

Event2026-06-30

Filed2026-08-06

SCHM

SCHWAB STRATEGIC TR

-0.11%

Shares242.8K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

5.41%

Shares146.1K

Event2026-06-30

Filed2026-08-06

IXUS

ISHARES TR

-0.49%

Shares88.0K

Event2026-06-30

Filed2026-08-06

IWS

ISHARES TR

-2.51%

Shares47.1K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

0.01%

Shares21.4K

Event2026-06-30

Filed2026-08-06

SMMD

ISHARES TR

-0.76%

Shares73.2K

Event2026-06-30

Filed2026-08-06

SCHA

SCHWAB STRATEGIC TR

0.03%

Shares185.2K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-1.02%

Shares8.8K

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES INC

-0.94%

Shares77.7K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

-0.37%

Shares82.8K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

-1.31%

Shares14.7K

Event2026-06-30

Filed2026-08-06

JCPB

J P MORGAN EXCHANGE TRADED F

6.22%

Shares102.8K

Event2026-06-30

Filed2026-08-06

LMBS

FIRST TR EXCHANGE-TRADED FD

1.97%

Shares95.6K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-0.74%

Shares12.8K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

1.45%

Shares10.5K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

2.91%

Shares21.5K

Event2026-06-30

Filed2026-08-06

IMCG

ISHARES TR

-2.69%

Shares42.3K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-2.57%

Shares10.2K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

-2.78%

Shares11.0K

Event2026-06-30

Filed2026-08-06

SCZ

ISHARES TR

6.18%

Shares42.7K

Event2026-06-30

Filed2026-08-06

UITB

VICTORY PORTFOLIOS II

2.01%

Shares75.0K

Event2026-06-30

Filed2026-08-06

NYF

ISHARES TR

-14.87%

Shares61.5K

Event2026-06-30

Filed2026-08-06

MGC

VANGUARD WORLD FD

-0.74%

Shares11.9K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

-3.51%

Shares13.3K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

3.10%

Shares8.9K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

298.39%

Shares23.6K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

-3.51%

Shares5.2K

Event2026-06-30

Filed2026-08-06

EFA

ISHARES TR

1.11%

Shares22.8K

Event2026-06-30

Filed2026-08-06

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB STRATEGIC TR

19.67%

Shares72.7K

Event2026-06-30

Filed2026-08-06

SCHE

SCHWAB STRATEGIC TR

-0.22%

Shares58.0K

Event2026-06-30

Filed2026-08-06

JMST

J P MORGAN EXCHANGE TRADED F

-10.45%

Shares37.8K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

0.04%

Shares7.0K

Event2026-06-30

Filed2026-08-06

IMCV

ISHARES TR

0.50%

Shares19.0K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

446.95%

Shares6.3K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

-48.89%

Shares12.3K

Event2026-06-30

Filed2026-08-06

QTUM

ETF SER SOLUTIONS

2.13%

Shares9.8K

Event2026-06-30

Filed2026-08-06

AIQ

GLOBAL X FDS

5.82%

Shares24.6K

Event2026-06-30

Filed2026-08-06

IWB

ISHARES TR

-0.87%

Shares3.9K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-06

IWP

ISHARES TR

-0.86%

Shares10.3K

Event2026-06-30

Filed2026-08-06

CIBR

FIRST TR EXCHANGE-TRADED FD

3.36%

Shares15.3K

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

-17.87%

Shares2.9K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

-6.48%

Shares7.7K

Event2026-06-30

Filed2026-08-06

CONSOLIDATED EDISON INC

-0.19%

Shares10.0K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

-2.20%

Shares5.0K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

8.07%

Shares1.8K

Event2026-06-30

Filed2026-08-06

ROBO

EXCHANGE TRADED CONCEPTS TRU

3.03%

Shares12.4K

Event2026-06-30

Filed2026-08-06

SCHC

SCHWAB STRATEGIC TR

-1.69%

Shares22.0K

Event2026-06-30

Filed2026-08-06

POWR

ISHARES INC

New

Shares36.5K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

0.00%

Shares932

Event2026-06-30

Filed2026-08-06

EFG

ISHARES TR

-2.00%

Shares7.8K

Event2026-06-30

Filed2026-08-06

ICF

ISHARES TR

-0.06%

Shares13.3K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

38.51%

Shares2.4K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

37.92%

Shares1.2K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

0.22%

Shares3.6K

Event2026-06-30

Filed2026-08-06

AT&T INC

0.39%

Shares40.5K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

VISA INC

0.91%

Shares2.3K

Event2026-06-30

Filed2026-08-06

COLGATE PALMOLIVE CO

-2.95%

Shares8.5K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

0.00%

Shares815

Event2026-06-30

Filed2026-08-06

MUB

ISHARES TR

0.33%

Shares7.0K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC

3.30%

Shares17.8K

Event2026-06-30

Filed2026-08-06

AME

AMETEK INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-06

SMH

VANECK ETF TRUST

0.27%

Shares1.1K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

New

Shares3.8K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

New

Shares597

Event2026-06-30

Filed2026-08-06

HYMB

SPDR SERIES TRUST

-2.92%

Shares26.5K

Event2026-06-30

Filed2026-08-06

IDEV

ISHARES TR

0.00%

Shares7.6K

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC

-16.89%

Shares3.9K

Event2026-06-30

Filed2026-08-06

WVE

WAVE LIFE SCIENCES LTD

0.00%

Shares114.8K

Event2026-06-30

Filed2026-08-06

VOOG

VANGUARD ADMIRAL FDS INC

500.30%

Shares7.9K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

-1.55%

Shares2.1K

Event2026-06-30

Filed2026-08-06

DFIV

DIMENSIONAL ETF TRUST

0.60%

Shares11.6K

Event2026-06-30

Filed2026-08-06

KKR

KKR & CO INC

-12.86%

Shares6.8K

Event2026-06-30

Filed2026-08-06

NOBL

PROSHARES TR

100.06%

Shares10.7K

Event2026-06-30

Filed2026-08-06

TEMPUS AI INC

24.99%

Shares10.0K

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

0.18%

Shares565

Event2026-06-30

Filed2026-08-06

JHML

JOHN HANCOCK EXCHANGE TRADED

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-06

TECL

DIREXION SHARES ETF TRUST

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

0.05%

Shares6.5K

Event2026-06-30

Filed2026-08-06

QLD

PROSHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

0.02%

Shares4.2K

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD INDEX FDS

2.10%

Shares5.1K

Event2026-06-30

Filed2026-08-06

IWV

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

COF

CAPITAL ONE FINL CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

-3.78%

Shares1.8K

Event2026-06-30

Filed2026-08-06

SPDR SERIES TRUST

23.78%

Shares4.7K

Event2026-06-30

Filed2026-08-06

AVLV

AMERICAN CENTY ETF TR

0.34%

Shares4.5K

Event2026-06-30

Filed2026-08-06

TQQQ

PROSHARES TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

CGGR

CAPITAL GROUP GROWTH ETF

0.00%

Shares8.2K

Event2026-06-30

Filed2026-08-06

EFV

ISHARES TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-06

J P MORGAN EXCHANGE TRADED F

New

Shares6.3K

Event2026-06-30

Filed2026-08-06

EFAV

ISHARES TR

1.82%

Shares4.4K

Event2026-06-30

Filed2026-08-06

IWD

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

494.54%

Shares4.4K

Event2026-06-30

Filed2026-08-06

ISPY

PROSHARES TR

New

Shares7.6K

Event2026-06-30

Filed2026-08-06

MTUM

ISHARES TR

-1.03%

Shares1.1K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

-2.35%

Shares2.1K

Event2026-06-30

Filed2026-08-06

FBND

FIDELITY MERRIMACK STR TR

1.15%

Shares6.9K

Event2026-06-30

Filed2026-08-06

BLACKSTONE INC

0.11%

Shares2.7K

Event2026-06-30

Filed2026-08-06

SHW

SHERWIN WILLIAMS CO

0.00%

Shares900

Event2026-06-30

Filed2026-08-06

XLY

SELECT SECTOR SPDR TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-06

VFH

VANGUARD WORLD FD

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

-10.64%

Shares252

Event2026-06-30

Filed2026-08-06

ORACLE CORP

-1.32%

Shares2.0K

Event2026-06-30

Filed2026-08-06

IWR

ISHARES TR

-39.57%

Shares2.7K

Event2026-06-30

Filed2026-08-06

PFE

PFIZER INC

0.16%

Shares12.2K

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HLDGS INC

New

Shares382

Event2026-06-30

Filed2026-08-06

MDGL

MADRIGAL PHARMACEUTICALS INC

0.00%

Shares532

Event2026-06-30

Filed2026-08-06

BOTZ

GLOBAL X FDS

-6.10%

Shares7.5K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

0.04%

Shares2.5K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares588

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

0.00%

Shares747

Event2026-06-30

Filed2026-08-06

CGXU

CAPITAL GROUP INTL FOCUS EQT

0.00%

Shares7.8K

Event2026-06-30

Filed2026-08-06

DFAI

DIMENSIONAL ETF TRUST

1.16%

Shares6.5K

Event2026-06-30

Filed2026-08-06

SCHW

SCHWAB CHARLES CORP

New

Shares2.9K

Event2026-06-30

Filed2026-08-06

CHUBB LTD SWITZ

0.00%

Shares769

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR

0.09%

Shares3.4K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

New

Shares2.2K

Event2026-06-30

Filed2026-08-06

SLV

ISHARES SILVER TR

-2.13%

Shares4.6K

Event2026-06-30

Filed2026-08-06

SPLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-06

NUE

NUCOR CORP

New

Shares1.0K

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

0.03%

Shares3.1K

Event2026-06-30

Filed2026-08-06

CURTISS WRIGHT CORP

New

Shares292

Event2026-06-30

Filed2026-08-06

SBUX

STARBUCKS CORP

-4.10%

Shares2.2K

Event2026-06-30

Filed2026-08-06

CRSP

CRISPR THERAPEUTICS AG

New

Shares3.9K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

0.35%

Shares577

Event2026-06-30

Filed2026-08-06

XLV

SELECT SECTOR SPDR TR

New

Shares1.3K

Event2026-06-30

Filed2026-08-06

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares290

Event2026-06-30

Filed2026-08-06

INVESCO EXCH TRADED FD TR II

-6.95%

Shares8.6K

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO

-4.18%

Shares2.1K

Event2026-06-30

Filed2026-08-06

SMR

NUSCALE PWR CORP

69.49%

Shares17.0K

Event2026-06-30

Filed2026-08-06

FTMA

PUTNAM ETF TRUST

0.61%

Shares17.4K

Event2026-06-30

Filed2026-08-06

BFLY

BUTTERFLY NETWORK INC

0.00%

Shares18.0K

Event2026-06-30

Filed2026-08-06

MREO

MEREO BIOPHARMA GROUP PLC

New

Shares95.4K

Event2026-06-30

Filed2026-08-06

AKBA

AKEBIA THREAPEUTICS INC

0.00%

Shares11.4K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available