Sponsored

The Analysis of Joule Financial, LLC's Holdings & P&L

Currently, Joule Financial, LLC holds 116 types of securities in its portfolio with a total value $368.8M. In the most recent quarter, they have increased their positions in VGT (+46.4K shares, valued at $5.5M), BND (+23.8K shares, valued at $1.7M), ARM (+4.2K shares, valued at $1.5M); decreased their positions in GOOGL (-3.4K shares, valued at $1.2M), SCHA (-19.9K shares, valued at $720.1K), N/A (-4.9K shares, valued at $574.2K); initiated new positions in ARM (+4.2K shares, valued at $1.5M), VXF (+4.2K shares, valued at $1.0M), SPTI (+16.0K shares, valued at $453.6K).

1M P&L

-9.1M-2.53%

3M P&L

-5.2M-1.46%

HY P&L

-15.2M-4.13%

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/A314.3M

86.9%

2Software - Infrastructure5.8M

1.6%

3Internet Content & Information5.0M

1.4%

Top Industries by Stock Count

1N/A46 stocks

43.4%

2Semiconductors4 stocks

3.8%

3Drug Manufacturers - General4 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS941.4K shares2.59%2026-06-302026-07-15

RSP INVESCO EXCHANGE TRADED FD T218.1K shares-0.47%2026-06-302026-07-15

IEF ISHARES TR326.9K shares-0.42%2026-06-302026-07-15

LQD ISHARES TR272.8K shares2.08%2026-06-302026-07-15

SCHA SCHWAB STRATEGIC TR776.8K shares-2.50%2026-06-302026-07-15

SCHD SCHWAB STRATEGIC TR812.8K shares0.19%2026-06-302026-07-15

VEA VANGUARD TAX-MANAGED FDS133.7K shares-0.99%2026-06-302026-07-15

VWO VANGUARD INTL EQUITY INDEX F144.8K shares-0.74%2026-06-302026-07-15

Sponsored

VGT VANGUARD WORLD FD53.1K shares685.21%2026-06-302026-07-15

TLT ISHARES TR69.8K shares0.38%2026-06-302026-07-15

SCHE SCHWAB STRATEGIC TR158.5K shares0.85%2026-06-302026-07-15

SCHB SCHWAB STRATEGIC TR174.7K shares-1.66%2026-06-302026-07-15

PAYS PAYSIGN INC614.2K shares0.00%2026-06-302026-07-15

VIS VANGUARD WORLD FD11.0K shares-1.01%2026-06-302026-07-15

VFH VANGUARD WORLD FD29.3K shares-3.66%2026-06-302026-07-15

BE BLOOM ENERGY CORP12.2K shares-4.17%2026-06-302026-07-15

Sponsored

VDC VANGUARD WORLD FD15.3K shares-3.09%2026-06-302026-07-15

VOX VANGUARD WORLD FD18.0K shares-0.10%2026-06-302026-07-15

VHT VANGUARD WORLD FD10.6K shares-1.58%2026-06-302026-07-15

GOOGL ALPHABET INC8.8K shares-27.96%2026-06-302026-07-15

VCR VANGUARD WORLD FD6.9K shares-4.26%2026-06-302026-07-15

VEU VANGUARD INTL EQUITY INDEX F29.6K shares19.09%2026-06-302026-07-15

CISCO SYS INC CISCO SYS INC20.6K shares-19.18%2026-06-302026-07-15

AAPL APPLE INC8.2K shares2.18%2026-06-302026-07-15

Sponsored

IUSV ISHARES TR19.5K shares21.70%2026-06-302026-07-15

CIEN CIENA CORP4.3K shares-3.28%2026-06-302026-07-15

SPYG SPDR SERIES TRUST16.5K shares22.44%2026-06-302026-07-15

XLE SELECT SECTOR SPDR TR36.0K shares-5.74%2026-06-302026-07-15

IGV ISHARES TR19.9K shares-2.31%2026-06-302026-07-15

TSLA TESLA INC4.2K shares-0.47%2026-06-302026-07-15

BIDU BAIDU INC14.7K shares-2.28%2026-06-302026-07-15

FSLR FIRST SOLAR INC6.6K shares71.48%2026-06-302026-07-15

Sponsored

ARM ARM HOLDINGS PLC4.2K sharesnew addition2026-06-302026-07-15

VPU VANGUARD WORLD FD7.2K shares-0.90%2026-06-302026-07-15

CMI CUMMINS INC2.0K shares-2.72%2026-06-302026-07-15

CAT CATERPILLAR INC1.2K shares0.33%2026-06-302026-07-15

IUSB ISHARES TR28.0K shares15.54%2026-06-302026-07-15

VXF VANGUARD INDEX FDS4.2K sharesnew addition2026-06-302026-07-15

SCHX SCHWAB STRATEGIC TR35.2K shares-4.43%2026-06-302026-07-15

DE DEERE & CO1.6K shares14.98%2026-06-302026-07-15

Sponsored

CCJ CAMECO CORP10.1K shares-2.51%2026-06-302026-07-15

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.1K shares-8.01%2026-06-302026-07-15

GLW CORNING INC3.8K shares-0.68%2026-06-302026-07-15

PFE PFIZER INC36.7K shares0.98%2026-06-302026-07-15

SCHM SCHWAB STRATEGIC TR22.3K shares-3.10%2026-06-302026-07-15

PG PROCTER & GAMBLE CO5.4K shares-0.48%2026-06-302026-07-15

VAW VANGUARD WORLD FD3.5K shares-9.30%2026-06-302026-07-15

MSFT MICROSOFT CORP2.0K shares-3.83%2026-06-302026-07-15

Sponsored

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD7.7K shares-3.14%2026-06-302026-07-15

IBM INTERNATIONAL BUSINESS MACHS2.5K shares-1.68%2026-06-302026-07-15

SCHV SCHWAB STRATEGIC TR19.9K shares-0.44%2026-06-302026-07-15

AMZN AMAZON COM INC2.9K shares-6.67%2026-06-302026-07-15

TXN TEXAS INSTRS INC2.2K shares-1.07%2026-06-302026-07-15

JNJ JOHNSON & JOHNSON2.5K shares-6.93%2026-06-302026-07-15

CVX CHEVRON CORPORATION3.6K shares-0.95%2026-06-302026-07-15

BKR BAKER HUGHES COMPANY10.6K shares-2.71%2026-06-302026-07-15

Sponsored

SCHI SCHWAB STRATEGIC TR25.3K shares0.00%2026-06-302026-07-15

PRU PRUDENTIAL FINL INC5.2K shares1.31%2026-06-302026-07-15

RTX CORPORATION RTX CORPORATION3.0K shares-7.97%2026-06-302026-07-15

SNA SNAP ON INC1.4K shares1.02%2026-06-302026-07-15

MRK MERCK & CO INC4.3K shares0.14%2026-06-302026-07-15

EMR EMERSON ELEC CO3.9K shares-0.44%2026-06-302026-07-15

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares0.00%2026-06-302026-07-15

S&P GLOBAL INC S&P GLOBAL INC1.3K shares5.68%2026-06-302026-07-15

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL969 shares-2.52%2026-06-302026-07-15

SPTI SPDR SERIES TRUST16.0K sharesnew addition2026-06-302026-07-15

KO COCA COLA CO5.5K shares-0.89%2026-06-302026-07-15

NVDA NVIDIA CORPORATION2.2K shares-0.69%2026-06-302026-07-15

PEP PEPSICO INC3.2K shares1.33%2026-06-302026-07-15

ABBVIE INC ABBVIE INC1.7K shares-0.06%2026-06-302026-07-15

OKLO OKLO INC8.1K shares4.96%2026-06-302026-07-15

UNP UNION PAC CORP1.5K shares0.06%2026-06-302026-07-15

Sponsored

AXP AMERICAN EXPRESS CO1.2K shares-1.91%2026-06-302026-07-15

LRGF ISHARES TR5.2K shares22.00%2026-06-302026-07-15

FITB FIFTH THIRD BANCORP6.8K shares1.86%2026-06-302026-07-15

ETN EATON CORP PLC897 shares-3.96%2026-06-302026-07-15

LLY ELI LILLY & CO310 shares0.00%2026-06-302026-07-15

SYBT STOCK YDS BANCORP INC4.6K shares0.00%2026-06-302026-07-15

GLD SPDR GOLD TR964 shares-2.82%2026-06-302026-07-15

FAST FASTENAL CO7.4K shares0.03%2026-06-302026-07-15

Sponsored

SCHF SCHWAB STRATEGIC TR12.7K shares-38.73%2026-06-302026-07-15

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T470 shares5.38%2026-06-302026-07-15

GRMN GARMIN LTD1.5K shares0.00%2026-06-302026-07-15

MET METLIFE INC4.1K shares-1.12%2026-06-302026-07-15

VOO VANGUARD INDEX FDS497 shares0.00%2026-06-302026-07-15

IAGG ISHARES TR6.7K sharesnew addition2026-06-302026-07-15

KR KROGER CO6.1K shares-48.12%2026-06-302026-07-15

ADM ARCHER DANIELS MIDLAND CO4.4K shares0.44%2026-06-302026-07-15

Sponsored

AFL AFLAC INC2.8K shares-3.28%2026-06-302026-07-15

VIG VANGUARD SPECIALIZED FUNDS1.3K shares-0.37%2026-06-302026-07-15

SCHY SCHWAB STRATEGIC TR9.9K shares-0.33%2026-06-302026-07-15

SCHZ SCHWAB STRATEGIC TR13.6K shares-9.33%2026-06-302026-07-15

MDLZ MONDELEZ INTL INC5.1K shares0.97%2026-06-302026-07-15

TROW PRICE T ROWE GROUP INC2.6K shares-1.30%2026-06-302026-07-15

MBB ISHARES TR2.9K shares-29.72%2026-06-302026-07-15

LMT LOCKHEED MARTIN CORP508 shares0.20%2026-06-302026-07-15

Sponsored

TGT TARGET CORP2.0K shares2.86%2026-06-302026-07-15

LOW LOWES COS INC1.2K shares0.69%2026-06-302026-07-15

GD GENERAL DYNAMICS CORP695 shares-1.42%2026-06-302026-07-15

VXUS VANGUARD STAR FDS2.9K shares0.00%2026-06-302026-07-15

IUSG ISHARES TR1.3K shares-17.97%2026-06-302026-07-15

CSX CSX CORP5.0K shares-28.93%2026-06-302026-07-15

ISHARES TR ISHARES TR314 shares-1.88%2026-06-302026-07-15

DUK DUKE ENERGY CORP NEW1.8K shares2.15%2026-06-302026-07-15

Sponsored

MCD MCDONALDS CORP834 shares-2.80%2026-06-302026-07-15

META PLATFORMS INC META PLATFORMS INC394 shares-3.43%2026-06-302026-07-15

VYM VANGUARD WHITEHALL FDS1.4K shares0.07%2026-06-302026-07-15

HD HOME DEPOT INC624 shares-4.29%2026-06-302026-07-15

INTC INTEL CORP1.6K sharesnew addition2026-06-302026-07-15

GOOG ALPHABET INC615 shares-36.14%2026-06-302026-07-15

VWOB VANGUARD WHITEHALL FDS3.1K shares-18.24%2026-06-302026-07-15

VZ VERIZON COMMUNICATIONS INC4.9K sharesnew addition2026-06-302026-07-15

Sponsored

BLK BLACKROCK INC213 shares0.47%2026-06-302026-07-15

GE GE AEROSPACE540 sharesnew addition2026-06-302026-07-15

UPS UNITED PARCEL SVCS INC1.9K sharesnew addition2026-06-302026-07-15

PGX INVESCO EXCH TRADED FD TR II11.7K shares-6.47%2026-06-302026-07-15

BND

VANGUARD BD INDEX FDS

2.59%

Shares941.4K

Event2026-06-30

Filed2026-07-15

RSP

INVESCO EXCHANGE TRADED FD T

-0.47%

Shares218.1K

Event2026-06-30

Filed2026-07-15

IEF

ISHARES TR

-0.42%

Shares326.9K

Event2026-06-30

Filed2026-07-15

LQD

ISHARES TR

2.08%

Shares272.8K

Event2026-06-30

Filed2026-07-15

SCHA

SCHWAB STRATEGIC TR

-2.50%

Shares776.8K

Event2026-06-30

Filed2026-07-15

SCHD

SCHWAB STRATEGIC TR

0.19%

Shares812.8K

Event2026-06-30

Filed2026-07-15

VEA

VANGUARD TAX-MANAGED FDS

-0.99%

Shares133.7K

Event2026-06-30

Filed2026-07-15

VWO

VANGUARD INTL EQUITY INDEX F

-0.74%

Shares144.8K

Event2026-06-30

Filed2026-07-15

VGT

VANGUARD WORLD FD

685.21%

Shares53.1K

Event2026-06-30

Filed2026-07-15

TLT

ISHARES TR

0.38%

Shares69.8K

Event2026-06-30

Filed2026-07-15

SCHE

SCHWAB STRATEGIC TR

0.85%

Shares158.5K

Event2026-06-30

Filed2026-07-15

SCHB

SCHWAB STRATEGIC TR

-1.66%

Shares174.7K

Event2026-06-30

Filed2026-07-15

PAYS

PAYSIGN INC

0.00%

Shares614.2K

Event2026-06-30

Filed2026-07-15

VIS

VANGUARD WORLD FD

-1.01%

Shares11.0K

Event2026-06-30

Filed2026-07-15

VFH

VANGUARD WORLD FD

-3.66%

Shares29.3K

Event2026-06-30

Filed2026-07-15

BLOOM ENERGY CORP

-4.17%

Shares12.2K

Event2026-06-30

Filed2026-07-15

VDC

VANGUARD WORLD FD

-3.09%

Shares15.3K

Event2026-06-30

Filed2026-07-15

VOX

VANGUARD WORLD FD

-0.10%

Shares18.0K

Event2026-06-30

Filed2026-07-15

VHT

VANGUARD WORLD FD

-1.58%

Shares10.6K

Event2026-06-30

Filed2026-07-15

GOOGL

ALPHABET INC

-27.96%

Shares8.8K

Event2026-06-30

Filed2026-07-15

VCR

VANGUARD WORLD FD

-4.26%

Shares6.9K

Event2026-06-30

Filed2026-07-15

VEU

VANGUARD INTL EQUITY INDEX F

19.09%

Shares29.6K

Event2026-06-30

Filed2026-07-15

CISCO SYS INC

-19.18%

Shares20.6K

Event2026-06-30

Filed2026-07-15

AAPL

APPLE INC

2.18%

Shares8.2K

Event2026-06-30

Filed2026-07-15

IUSV

ISHARES TR

21.70%

Shares19.5K

Event2026-06-30

Filed2026-07-15

CIEN

CIENA CORP

-3.28%

Shares4.3K

Event2026-06-30

Filed2026-07-15

SPYG

SPDR SERIES TRUST

22.44%

Shares16.5K

Event2026-06-30

Filed2026-07-15

XLE

SELECT SECTOR SPDR TR

-5.74%

Shares36.0K

Event2026-06-30

Filed2026-07-15

IGV

ISHARES TR

-2.31%

Shares19.9K

Event2026-06-30

Filed2026-07-15

TSLA

TESLA INC

-0.47%

Shares4.2K

Event2026-06-30

Filed2026-07-15

BIDU

BAIDU INC

-2.28%

Shares14.7K

Event2026-06-30

Filed2026-07-15

FSLR

FIRST SOLAR INC

71.48%

Shares6.6K

Event2026-06-30

Filed2026-07-15

ARM

ARM HOLDINGS PLC

New

Shares4.2K

Event2026-06-30

Filed2026-07-15

VPU

VANGUARD WORLD FD

-0.90%

Shares7.2K

Event2026-06-30

Filed2026-07-15

CMI

CUMMINS INC

-2.72%

Shares2.0K

Event2026-06-30

Filed2026-07-15

CAT

CATERPILLAR INC

0.33%

Shares1.2K

Event2026-06-30

Filed2026-07-15

IUSB

ISHARES TR

15.54%

Shares28.0K

Event2026-06-30

Filed2026-07-15

VXF

VANGUARD INDEX FDS

New

Shares4.2K

Event2026-06-30

Filed2026-07-15

SCHX

SCHWAB STRATEGIC TR

-4.43%

Shares35.2K

Event2026-06-30

Filed2026-07-15

DEERE & CO

14.98%

Shares1.6K

Event2026-06-30

Filed2026-07-15

CCJ

CAMECO CORP

-2.51%

Shares10.1K

Event2026-06-30

Filed2026-07-15

JPMORGAN CHASE & CO

-8.01%

Shares3.1K

Event2026-06-30

Filed2026-07-15

GLW

CORNING INC

-0.68%

Shares3.8K

Event2026-06-30

Filed2026-07-15

PFE

PFIZER INC

0.98%

Shares36.7K

Event2026-06-30

Filed2026-07-15

SCHM

SCHWAB STRATEGIC TR

-3.10%

Shares22.3K

Event2026-06-30

Filed2026-07-15

PROCTER & GAMBLE CO

-0.48%

Shares5.4K

Event2026-06-30

Filed2026-07-15

VAW

VANGUARD WORLD FD

-9.30%

Shares3.5K

Event2026-06-30

Filed2026-07-15

MSFT

MICROSOFT CORP

-3.83%

Shares2.0K

Event2026-06-30

Filed2026-07-15

ALIBABA GROUP HLDG LTD

-3.14%

Shares7.7K

Event2026-06-30

Filed2026-07-15

IBM

INTERNATIONAL BUSINESS MACHS

-1.68%

Shares2.5K

Event2026-06-30

Filed2026-07-15

SCHV

SCHWAB STRATEGIC TR

-0.44%

Shares19.9K

Event2026-06-30

Filed2026-07-15

AMZN

AMAZON COM INC

-6.67%

Shares2.9K

Event2026-06-30

Filed2026-07-15

TXN

TEXAS INSTRS INC

-1.07%

Shares2.2K

Event2026-06-30

Filed2026-07-15

JNJ

JOHNSON & JOHNSON

-6.93%

Shares2.5K

Event2026-06-30

Filed2026-07-15

CVX

CHEVRON CORPORATION

-0.95%

Shares3.6K

Event2026-06-30

Filed2026-07-15

BKR

BAKER HUGHES COMPANY

-2.71%

Shares10.6K

Event2026-06-30

Filed2026-07-15

SCHI

SCHWAB STRATEGIC TR

0.00%

Shares25.3K

Event2026-06-30

Filed2026-07-15

PRU

PRUDENTIAL FINL INC

1.31%

Shares5.2K

Event2026-06-30

Filed2026-07-15

RTX CORPORATION

-7.97%

Shares3.0K

Event2026-06-30

Filed2026-07-15

SNA

SNAP ON INC

1.02%

Shares1.4K

Event2026-06-30

Filed2026-07-15

MRK

MERCK & CO INC

0.14%

Shares4.3K

Event2026-06-30

Filed2026-07-15

EMR

EMERSON ELEC CO

-0.44%

Shares3.9K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-15

S&P GLOBAL INC

5.68%

Shares1.3K

Event2026-06-30

Filed2026-07-15

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.52%

Shares969

Event2026-06-30

Filed2026-07-15

SPTI

SPDR SERIES TRUST

New

Shares16.0K

Event2026-06-30

Filed2026-07-15

COCA COLA CO

-0.89%

Shares5.5K

Event2026-06-30

Filed2026-07-15

NVDA

NVIDIA CORPORATION

-0.69%

Shares2.2K

Event2026-06-30

Filed2026-07-15

PEP

PEPSICO INC

1.33%

Shares3.2K

Event2026-06-30

Filed2026-07-15

ABBVIE INC

-0.06%

Shares1.7K

Event2026-06-30

Filed2026-07-15

OKLO

OKLO INC

4.96%

Shares8.1K

Event2026-06-30

Filed2026-07-15

UNP

UNION PAC CORP

0.06%

Shares1.5K

Event2026-06-30

Filed2026-07-15

AXP

AMERICAN EXPRESS CO

-1.91%

Shares1.2K

Event2026-06-30

Filed2026-07-15

LRGF

ISHARES TR

22.00%

Shares5.2K

Event2026-06-30

Filed2026-07-15

FITB

FIFTH THIRD BANCORP

1.86%

Shares6.8K

Event2026-06-30

Filed2026-07-15

ETN

EATON CORP PLC

-3.96%

Shares897

Event2026-06-30

Filed2026-07-15

LLY

ELI LILLY & CO

0.00%

Shares310

Event2026-06-30

Filed2026-07-15

SYBT

STOCK YDS BANCORP INC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-15

GLD

SPDR GOLD TR

-2.82%

Shares964

Event2026-06-30

Filed2026-07-15

FAST

FASTENAL CO

0.03%

Shares7.4K

Event2026-06-30

Filed2026-07-15

SCHF

SCHWAB STRATEGIC TR

-38.73%

Shares12.7K

Event2026-06-30

Filed2026-07-15

STATE STR SPDR S&P 500 ETF T

5.38%

Shares470

Event2026-06-30

Filed2026-07-15

GRMN

GARMIN LTD

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-15

MET

METLIFE INC

-1.12%

Shares4.1K

Event2026-06-30

Filed2026-07-15

VOO

VANGUARD INDEX FDS

0.00%

Shares497

Event2026-06-30

Filed2026-07-15

IAGG

ISHARES TR

New

Shares6.7K

Event2026-06-30

Filed2026-07-15

KROGER CO

-48.12%

Shares6.1K

Event2026-06-30

Filed2026-07-15

ADM

ARCHER DANIELS MIDLAND CO

0.44%

Shares4.4K

Event2026-06-30

Filed2026-07-15

AFL

AFLAC INC

-3.28%

Shares2.8K

Event2026-06-30

Filed2026-07-15

VIG

VANGUARD SPECIALIZED FUNDS

-0.37%

Shares1.3K

Event2026-06-30

Filed2026-07-15

SCHY

SCHWAB STRATEGIC TR

-0.33%

Shares9.9K

Event2026-06-30

Filed2026-07-15

SCHZ

SCHWAB STRATEGIC TR

-9.33%

Shares13.6K

Event2026-06-30

Filed2026-07-15

MDLZ

MONDELEZ INTL INC

0.97%

Shares5.1K

Event2026-06-30

Filed2026-07-15

TROW

PRICE T ROWE GROUP INC

-1.30%

Shares2.6K

Event2026-06-30

Filed2026-07-15

MBB

ISHARES TR

-29.72%

Shares2.9K

Event2026-06-30

Filed2026-07-15

LMT

LOCKHEED MARTIN CORP

0.20%

Shares508

Event2026-06-30

Filed2026-07-15

TGT

TARGET CORP

2.86%

Shares2.0K

Event2026-06-30

Filed2026-07-15

LOW

LOWES COS INC

0.69%

Shares1.2K

Event2026-06-30

Filed2026-07-15

GENERAL DYNAMICS CORP

-1.42%

Shares695

Event2026-06-30

Filed2026-07-15

VXUS

VANGUARD STAR FDS

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-15

IUSG

ISHARES TR

-17.97%

Shares1.3K

Event2026-06-30

Filed2026-07-15

CSX

CSX CORP

-28.93%

Shares5.0K

Event2026-06-30

Filed2026-07-15

ISHARES TR

-1.88%

Shares314

Event2026-06-30

Filed2026-07-15

DUK

DUKE ENERGY CORP NEW

2.15%

Shares1.8K

Event2026-06-30

Filed2026-07-15

MCD

MCDONALDS CORP

-2.80%

Shares834

Event2026-06-30

Filed2026-07-15

META PLATFORMS INC

-3.43%

Shares394

Event2026-06-30

Filed2026-07-15

VYM

VANGUARD WHITEHALL FDS

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-15

HOME DEPOT INC

-4.29%

Shares624

Event2026-06-30

Filed2026-07-15

INTC

INTEL CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-15

GOOG

ALPHABET INC

-36.14%

Shares615

Event2026-06-30

Filed2026-07-15

VWOB

VANGUARD WHITEHALL FDS

-18.24%

Shares3.1K

Event2026-06-30

Filed2026-07-15

VERIZON COMMUNICATIONS INC

New

Shares4.9K

Event2026-06-30

Filed2026-07-15

BLK

BLACKROCK INC

0.47%

Shares213

Event2026-06-30

Filed2026-07-15

GE AEROSPACE

New

Shares540

Event2026-06-30

Filed2026-07-15

UPS

UNITED PARCEL SVCS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-15

PGX

INVESCO EXCH TRADED FD TR II

-6.47%

Shares11.7K

Event2026-06-30

Filed2026-07-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available