Sponsored

The Analysis of King Wealth Management Group's Holdings & P&L

Currently, King Wealth Management Group holds 176 types of securities in its portfolio with a total value $914.3K. In the most recent quarter, they have increased their positions in VO (+52.3K shares, valued at $4.2K), N/A (+3.3K shares, valued at $2.5K), GLD (+3.8K shares, valued at $1.4K); decreased their positions in N/A (-6.6K shares, valued at $972.4369066913638), QCOM (-3.9K shares, valued at $729.5062836624776), N/A (-796 shares, valued at $594.4288894139299); initiated new positions in PRK (+7.6K shares, valued at $1.4K), JMUB (+20.5K shares, valued at $1.0K), INTC (+3.9K shares, valued at $546).

1M P&L

-1.1M-0.19%

3M P&L

+28.7M+5.26%

HY P&L

+44.6M+8.42%

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/A257.7K

44.2%

2Semiconductors48.6K

8.3%

3Software - Infrastructure43.1K

7.4%

Top Industries by Stock Count

1N/A51 stocks

34.9%

2Drug Manufacturers - General8 stocks

5.5%

3Semiconductors6 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR IVV ISHARES TR IVV175.3K shares1.91%2026-06-302026-08-05

QQQ INVESCO QQQ TR120.5K shares0.27%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF SPY STATE STR SPDR S&P 500 ETF SPY80.4K shares-0.98%2026-06-302026-08-05

NVDA NVIDIA CORPORATION215.0K shares-0.61%2026-06-302026-08-05

MSFT MICROSOFT CORP114.6K shares-0.66%2026-06-302026-08-05

AAPL APPLE INC147.1K shares-1.16%2026-06-302026-08-05

IJH ISHARES TR IJH416.6K shares1.46%2026-06-302026-08-05

IJR ISHARES TR IJR208.6K shares1.20%2026-06-302026-08-05

Sponsored

GOOGL ALPHABET INC GOOGL79.1K shares0.25%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO80.9K shares0.06%2026-06-302026-08-05

VISA INC VISA INC72.5K shares-0.26%2026-06-302026-08-05

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC26.8K shares-1.01%2026-06-302026-08-05

AMZN AMAZON COM INC85.5K shares0.09%2026-06-302026-08-05

PH PARKER-HANNIFIN CORP15.8K shares0.66%2026-06-302026-08-05

WMT WALMART INC136.0K shares-0.03%2026-06-302026-08-05

ITOT ISHARES TR ITOT90.1K shares-0.15%2026-06-302026-08-05

Sponsored

FTEC FIDELITY COVINGTON TRUST FTEC51.7K shares-1.12%2026-06-302026-08-05

META PLATFORMS INC META PLATFORMS INC24.3K shares1.46%2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION13.7K shares1.67%2026-06-302026-08-05

VTV VANGUARD INDEX FDS VTV48.7K shares3.06%2026-06-302026-08-05

LLY ELI LILLY & CO7.9K shares6.41%2026-06-302026-08-05

LMT LOCKHEED MARTIN CORP17.0K shares0.20%2026-06-302026-08-05

ISHARES TR IEFA ISHARES TR IEFA88.0K shares3.89%2026-06-302026-08-05

MASTERCARD INCORPORATED MASTERCARD INCORPORATED16.2K shares-2.33%2026-06-302026-08-05

Sponsored

DIA STATE STR SPDR DOW JONES IND DIA15.8K shares-1.81%2026-06-302026-08-05

TT TRANE TECHNOLOGIES PLC16.5K shares4.83%2026-06-302026-08-05

XLE SELECT SECTOR SPDR TR XLE131.5K shares-1.50%2026-06-302026-08-05

MCD MCDONALDS CORP23.4K shares-5.35%2026-06-302026-08-05

IEMG ISHARES INC IEMG70.6K shares3.37%2026-06-302026-08-05

VOE VANGUARD INDEX FDS VOE29.2K shares-2.01%2026-06-302026-08-05

VO VANGUARD INDEX FDS VO69.7K shares300.00%2026-06-302026-08-05

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC45.6K shares0.59%2026-06-302026-08-05

Sponsored

IJJ ISHARES TR IJJ32.8K shares-1.74%2026-06-302026-08-05

TSLA TESLA INC11.1K shares21.70%2026-06-302026-08-05

EXXON MOBIL CORP EXXON MOBIL CORP32.3K shares1.17%2026-06-302026-08-05

CVX CHEVRON CORPORATION24.1K shares5.50%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON15.2K shares-0.76%2026-06-302026-08-05

CAT CATERPILLAR INC3.6K shares1.58%2026-06-302026-08-05

HD HOME DEPOT INC10.2K shares-5.35%2026-06-302026-08-05

PEP PEPSICO INC25.9K shares-2.21%2026-06-302026-08-05

Sponsored

NETFLIX INC. NETFLIX INC.47.6K shares17.15%2026-06-302026-08-05

TEVA TEVA PHARMACEUTICAL INDS LTD100.0K shares-9.09%2026-06-302026-08-05

CI THE CIGNA GROUP11.3K shares74.30%2026-06-302026-08-05

PG PROCTER & GAMBLE CO20.5K shares-0.44%2026-06-302026-08-05

GLD SPDR GOLD TR6.7K shares131.36%2026-06-302026-08-05

GEV GE VERNOVA INC1.9K shares1.90%2026-06-302026-08-05

UTHR UNITED THERAPEUTICS CORP DEL4.2K shares0.00%2026-06-302026-08-05

BX BLACKSTONE INC18.4K shares0.22%2026-06-302026-08-05

Sponsored

ORACLE CORP ORACLE CORP13.0K shares-33.87%2026-06-302026-08-05

IJS ISHARES TR IJS13.3K shares-1.35%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC3.1K shares0.65%2026-06-302026-08-05

VOO VANGUARD INDEX FDS VOO2.6K shares-1.34%2026-06-302026-08-05

UNP UNION PAC CORP6.5K shares0.77%2026-06-302026-08-05

TSM TAIWAN SEMICONDUCTOR MANUFAC3.4K shares-12.12%2026-06-302026-08-05

VB VANGUARD INDEX FDS VB5.4K shares0.00%2026-06-302026-08-05

SHY ISHARES TR SHY19.6K shares-1.11%2026-06-302026-08-05

Sponsored

VANGUARD INDEX FDS VTI VANGUARD INDEX FDS VTI4.3K shares-0.39%2026-06-302026-08-05

BSX BOSTON SCIENTIFIC CORP36.5K shares421.63%2026-06-302026-08-05

LQD ISHARES TR LQD13.7K shares-4.58%2026-06-302026-08-05

IVE ISHARES TR IVE6.5K shares0.00%2026-06-302026-08-05

GE GE AEROSPACE3.8K shares1.76%2026-06-302026-08-05

PRK PARK NATL CORP7.6K sharesnew addition2026-06-302026-08-05

GOOG ALPHABET INC GOOGL3.7K shares0.46%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL2.5K shares0.88%2026-06-302026-08-05

Sponsored

VBR VANGUARD INDEX FDS VBR5.0K shares-1.20%2026-06-302026-08-05

ISHARES TR AGG ISHARES TR AGG11.8K shares0.55%2026-06-302026-08-05

EPD ENTERPRISE PRODS PARTNERS L30.2K shares0.17%2026-06-302026-08-05

MU MICRON TECHNOLOGY INC961 shares-2.24%2026-06-302026-08-05

BLK BLACKROCK INC1.1K shares0.00%2026-06-302026-08-05

GLW CORNING INC4.3K shares0.49%2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC1.1K shares1.59%2026-06-302026-08-05

BROADCOM INC BROADCOM INC2.8K shares2.73%2026-06-302026-08-05

Sponsored

JMUB J P MORGAN EXCHANGE TRADED JMUB20.5K sharesnew addition2026-06-302026-08-05

ABT ABBOTT LABORATORIES11.4K shares-1.48%2026-06-302026-08-05

MRK MERCK & CO INC7.9K shares0.67%2026-06-302026-08-05

IWF ISHARES TR IWF7.6K shares296.88%2026-06-302026-08-05

IEF ISHARES TR IEF10.0K shares-2.97%2026-06-302026-08-05

PFF ISHARES TR PFF30.9K shares-1.11%2026-06-302026-08-05

VZ VERIZON COMMUNICATIONS INC22.0K shares-0.09%2026-06-302026-08-05

DKS DICKS SPORTING GOODS INC4.1K shares-1.96%2026-06-302026-08-05

Sponsored

RTX CORPORATION RTX CORPORATION4.8K shares1.48%2026-06-302026-08-05

VUG VANGUARD INDEX FDS VUG10.5K shares497.15%2026-06-302026-08-05

ETN EATON CORP PLC2.1K shares4.96%2026-06-302026-08-05

VRP INVESCO EXCH TRADED FD TR VRP36.0K shares-1.66%2026-06-302026-08-05

THC TENET HEALTHCARE CORP4.5K shares0.00%2026-06-302026-08-05

CASY CASEYS GEN STORES INC1.1K shares0.00%2026-06-302026-08-05

KO COCA COLA CO10.2K shares0.38%2026-06-302026-08-05

UPS UNITED PARCEL SVCS INC7.6K shares0.00%2026-06-302026-08-05

Sponsored

FBND FIDELITY MERRIMACK STR FBND17.7K shares-8.63%2026-06-302026-08-05

BP BP PLC21.8K shares0.74%2026-06-302026-08-05

WASTE MGMT INC DEL WASTE MGMT INC DEL3.6K shares0.06%2026-06-302026-08-05

VXF VANGUARD INDEX FDS VXF3.0K shares0.17%2026-06-302026-08-05

VLO VALERO ENERGY CORP2.7K shares7.87%2026-06-302026-08-05

TJX TJX COS INC NEW4.5K shares0.33%2026-06-302026-08-05

ABBVIE INC ABBVIE INC2.7K shares0.63%2026-06-302026-08-05

APPLIED MATLS INC APPLIED MATLS INC817 shares0.74%2026-06-302026-08-05

Sponsored

IBB ISHARES TR IBB3.1K shares0.00%2026-06-302026-08-05

AWR AMER STATES WTR CO7.0K shares0.00%2026-06-302026-08-05

ASML ASML HLDG NV289 shares4.71%2026-06-302026-08-05

ET ENERGY TRANSFER L P29.7K shares1.71%2026-06-302026-08-05

PPA INVESCO EXCHANGE TRADED FD PPA3.2K shares0.00%2026-06-302026-08-05

DRI DARDEN RESTAURANTS INC2.7K shares-1.23%2026-06-302026-08-05

XLK SELECT SECTOR SPDR TR XLK2.9K shares11.32%2026-06-302026-08-05

MTB M & T BK CORP2.3K shares0.00%2026-06-302026-08-05

Sponsored

INTC INTEL CORP3.9K sharesnew addition2026-06-302026-08-05

OEF ISHARES TR OEF1.5K shares-5.61%2026-06-302026-08-05

IBM INTERNATIONAL BUSINESS MACHS1.9K shares0.74%2026-06-302026-08-05

IWR ISHARES TR IWR4.8K shares6.24%2026-06-302026-08-05

QCOM QUALCOMM INC2.8K shares-58.62%2026-06-302026-08-05

NVS NOVARTIS AG3.3K shares1.59%2026-06-302026-08-05

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.2K shares1.61%2026-06-302026-08-05

WORLD GOLD TR WORLD GOLD TR6.3K shares-0.68%2026-06-302026-08-05

Sponsored

PTGX PROTAGONIST THERAPEUTICS INC4.0K shares0.00%2026-06-302026-08-05

MO ALTRIA GROUP INC6.8K shares2.11%2026-06-302026-08-05

DFTX DEFINIUM THERAPEUTICS INC10.0K shares0.00%2026-06-302026-08-05

AEP AMERICAN ELEC PWR CO INC3.4K shares1.03%2026-06-302026-08-05

PFE PFIZER INC19.4K shares1.07%2026-06-302026-08-05

STLA STELLANTIS N.V80.0K shares14.29%2026-06-302026-08-05

CISCO SYS INC CISCO SYS INC3.9K shares2.58%2026-06-302026-08-05

GIS GENERAL MILLS INC13.0K shares3.99%2026-06-302026-08-05

Sponsored

DUK DUKE ENERGY CORP NEW3.5K shares0.00%2026-06-302026-08-05

INGR INGREDION INC4.6K shares0.00%2026-06-302026-08-05

SDY SPDR SERIES TRUST SDY2.8K shares0.00%2026-06-302026-08-05

QUANTA SVCS INC PWR QUANTA SVCS INC PWR596 shares0.00%2026-06-302026-08-05

AMGN AMGEN INC1.2K shares0.26%2026-06-302026-08-05

SPYG SPDR SERIES TRUST SPYG3.5K sharesnew addition2026-06-302026-08-05

TRST TRUSTCO BK CORP N Y7.6K shares0.05%2026-06-302026-08-05

MS MORGAN STANLEY1.9K shares4.22%2026-06-302026-08-05

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC4.6K shares0.66%2026-06-302026-08-05

ELV ELEVANCE HEALTH INC FORMERLY1.0K shares-0.86%2026-06-302026-08-05

BMY BRISTOL-MYERS SQUIBB CO6.8K shares0.46%2026-06-302026-08-05

BND VANGUARD BD INDEX FDS BND5.3K shares-4.05%2026-06-302026-08-05

PANW PALO ALTO NETWORKS INC1.1K shares-30.50%2026-06-302026-08-05

IWD ISHARES TR IWD1.5K shares0.00%2026-06-302026-08-05

SOUTHERN CO SOUTHERN CO3.7K shares2.06%2026-06-302026-08-05

COP CONOCOPHILLIPS3.4K shares19.00%2026-06-302026-08-05

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC1.5K sharesnew addition2026-06-302026-08-05

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.5K sharesnew addition2026-06-302026-08-05

KEY KEYCORP13.9K shares5.97%2026-06-302026-08-05

CEG CONSTELLATION ENERGY CORP1.3K shares18.16%2026-06-302026-08-05

BA BOEING CO1.4K shares1.35%2026-06-302026-08-05

VMI VALMONT INDS INC500 sharesnew addition2026-06-302026-08-05

FELC FIDELITY COVINGTON TRUST FELC6.8K shares0.18%2026-06-302026-08-05

KEYS KEYSIGHT TECHNOLOGIES INC810 shares0.00%2026-06-302026-08-05

Sponsored

IWB ISHARES TR IWB686 shares0.00%2026-06-302026-08-05

BAC BANK OF AMER CORP4.8K shares12.74%2026-06-302026-08-05

DIS DISNEY WALT CO2.9K shares0.07%2026-06-302026-08-05

TIP ISHARES TR TIP2.5K shares-3.58%2026-06-302026-08-05

VRT VERTIV HOLDINGS CO769 sharesnew addition2026-06-302026-08-05

CGCP CAPITAL GRP FIXED INCM ETF T11.5K sharesnew addition2026-06-302026-08-05

AXP AMERICAN EXPRESS CO754 shares4.87%2026-06-302026-08-05

NUE NUCOR CORP1.1K sharesnew addition2026-06-302026-08-05

Sponsored

OIH VANECK ETF TRUST OIH672 shares0.00%2026-06-302026-08-05

WPC WP CAREY INC3.5K shares0.00%2026-06-302026-08-05

GILD GILEAD SCIENCES INC1.9K shares9.28%2026-06-302026-08-05

RHHBY ROCHE HOLDING4.6K sharesnew addition2026-06-302026-08-05

AROW ARROW FINL CORP5.7K sharesnew addition2026-06-302026-08-05

IEI ISHARES TR IEI2.0K shares-1.40%2026-06-302026-08-05

STLD STEEL DYNAMICS INC1.0K sharesnew addition2026-06-302026-08-05

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC690 sharesnew addition2026-06-302026-08-05

Sponsored

GD GENERAL DYNAMICS CORP626 shares0.64%2026-06-302026-08-05

AWF ALLIANCEBERNSTEIN GLOBAL HIG21.0K shares0.00%2026-06-302026-08-05

TTE TOTALENERGIES SE2.8K sharesnew addition2026-06-302026-08-05

INSM INSMED INC2.0K sharesnew addition2026-06-302026-08-05

T AT&T INC10.1K shares0.00%2026-06-302026-08-05

EMR EMERSON ELEC CO1.5K sharesnew addition2026-06-302026-08-05

IJK ISHARES TR IJK1.7K sharesnew addition2026-06-302026-08-05

ETB EATON VANCE TAX MNGED BUY ETB12.0K shares-1.61%2026-06-302026-08-05

Sponsored

ETHA ISHARES ETHEREUM TR ETHA15.0K shares50.00%2026-06-302026-08-05

SCOTTIES RESOURCES CORP SCOTTIES RESOURCES CORP116.0K sharesnew addition2026-06-302026-08-05

TU TELUS CORPORATION14.7K shares0.00%2026-06-302026-08-05

IHS IHS HOLDING LIMITED14.7K shares0.00%2026-06-302026-08-05

GSOL GRAYSCALE SOLANA STAKING ETF20.0K shares100.00%2026-06-302026-08-05

LQMT LIQUIDMETAL TECH LQMT250.0K sharesnew addition2026-06-302026-08-05

ALDX ALDEYRA THERAPEUTICS INC12.7K shares6.72%2026-06-302026-08-05

HRTX HERON THERAPEUTICS INC32.8K shares0.00%2026-06-302026-08-05

Sponsored

ISHARES TR IVV

1.91%

Shares175.3K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

0.27%

Shares120.5K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF SPY

-0.98%

Shares80.4K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

-0.61%

Shares215.0K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

-0.66%

Shares114.6K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

-1.16%

Shares147.1K

Event2026-06-30

Filed2026-08-05

IJH

ISHARES TR IJH

1.46%

Shares416.6K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR IJR

1.20%

Shares208.6K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC GOOGL

0.25%

Shares79.1K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

0.06%

Shares80.9K

Event2026-06-30

Filed2026-08-05

VISA INC

-0.26%

Shares72.5K

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC

-1.01%

Shares26.8K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

0.09%

Shares85.5K

Event2026-06-30

Filed2026-08-05

PARKER-HANNIFIN CORP

0.66%

Shares15.8K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

-0.03%

Shares136.0K

Event2026-06-30

Filed2026-08-05

ITOT

ISHARES TR ITOT

-0.15%

Shares90.1K

Event2026-06-30

Filed2026-08-05

FTEC

FIDELITY COVINGTON TRUST FTEC

-1.12%

Shares51.7K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

1.46%

Shares24.3K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

1.67%

Shares13.7K

Event2026-06-30

Filed2026-08-05

VTV

VANGUARD INDEX FDS VTV

3.06%

Shares48.7K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

6.41%

Shares7.9K

Event2026-06-30

Filed2026-08-05

LMT

LOCKHEED MARTIN CORP

0.20%

Shares17.0K

Event2026-06-30

Filed2026-08-05

ISHARES TR IEFA

3.89%

Shares88.0K

Event2026-06-30

Filed2026-08-05

MASTERCARD INCORPORATED

-2.33%

Shares16.2K

Event2026-06-30

Filed2026-08-05

DIA

STATE STR SPDR DOW JONES IND DIA

-1.81%

Shares15.8K

Event2026-06-30

Filed2026-08-05

TRANE TECHNOLOGIES PLC

4.83%

Shares16.5K

Event2026-06-30

Filed2026-08-05

XLE

SELECT SECTOR SPDR TR XLE

-1.50%

Shares131.5K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP

-5.35%

Shares23.4K

Event2026-06-30

Filed2026-08-05

IEMG

ISHARES INC IEMG

3.37%

Shares70.6K

Event2026-06-30

Filed2026-08-05

VOE

VANGUARD INDEX FDS VOE

-2.01%

Shares29.2K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS VO

300.00%

Shares69.7K

Event2026-06-30

Filed2026-08-05

PALANTIR TECHNOLOGIES INC

0.59%

Shares45.6K

Event2026-06-30

Filed2026-08-05

IJJ

ISHARES TR IJJ

-1.74%

Shares32.8K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

21.70%

Shares11.1K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

1.17%

Shares32.3K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

5.50%

Shares24.1K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

-0.76%

Shares15.2K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

1.58%

Shares3.6K

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

-5.35%

Shares10.2K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC

-2.21%

Shares25.9K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

17.15%

Shares47.6K

Event2026-06-30

Filed2026-08-05

TEVA

TEVA PHARMACEUTICAL INDS LTD

-9.09%

Shares100.0K

Event2026-06-30

Filed2026-08-05

THE CIGNA GROUP

74.30%

Shares11.3K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

-0.44%

Shares20.5K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD TR

131.36%

Shares6.7K

Event2026-06-30

Filed2026-08-05

GEV

GE VERNOVA INC

1.90%

Shares1.9K

Event2026-06-30

Filed2026-08-05

UTHR

UNITED THERAPEUTICS CORP DEL

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-05

BLACKSTONE INC

0.22%

Shares18.4K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

-33.87%

Shares13.0K

Event2026-06-30

Filed2026-08-05

IJS

ISHARES TR IJS

-1.35%

Shares13.3K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

0.65%

Shares3.1K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS VOO

-1.34%

Shares2.6K

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP

0.77%

Shares6.5K

Event2026-06-30

Filed2026-08-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-12.12%

Shares3.4K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS VB

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-05

SHY

ISHARES TR SHY

-1.11%

Shares19.6K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS VTI

-0.39%

Shares4.3K

Event2026-06-30

Filed2026-08-05

BSX

BOSTON SCIENTIFIC CORP

421.63%

Shares36.5K

Event2026-06-30

Filed2026-08-05

LQD

ISHARES TR LQD

-4.58%

Shares13.7K

Event2026-06-30

Filed2026-08-05

IVE

ISHARES TR IVE

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-05

GE AEROSPACE

1.76%

Shares3.8K

Event2026-06-30

Filed2026-08-05

PRK

PARK NATL CORP

New

Shares7.6K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC GOOGL

0.46%

Shares3.7K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.88%

Shares2.5K

Event2026-06-30

Filed2026-08-05

VBR

VANGUARD INDEX FDS VBR

-1.20%

Shares5.0K

Event2026-06-30

Filed2026-08-05

ISHARES TR AGG

0.55%

Shares11.8K

Event2026-06-30

Filed2026-08-05

EPD

ENTERPRISE PRODS PARTNERS L

0.17%

Shares30.2K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

-2.24%

Shares961

Event2026-06-30

Filed2026-08-05

BLK

BLACKROCK INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

GLW

CORNING INC

0.49%

Shares4.3K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

1.59%

Shares1.1K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

2.73%

Shares2.8K

Event2026-06-30

Filed2026-08-05

JMUB

J P MORGAN EXCHANGE TRADED JMUB

New

Shares20.5K

Event2026-06-30

Filed2026-08-05

ABT

ABBOTT LABORATORIES

-1.48%

Shares11.4K

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC

0.67%

Shares7.9K

Event2026-06-30

Filed2026-08-05

IWF

ISHARES TR IWF

296.88%

Shares7.6K

Event2026-06-30

Filed2026-08-05

IEF

ISHARES TR IEF

-2.97%

Shares10.0K

Event2026-06-30

Filed2026-08-05

PFF

ISHARES TR PFF

-1.11%

Shares30.9K

Event2026-06-30

Filed2026-08-05

VERIZON COMMUNICATIONS INC

-0.09%

Shares22.0K

Event2026-06-30

Filed2026-08-05

DKS

DICKS SPORTING GOODS INC

-1.96%

Shares4.1K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION

1.48%

Shares4.8K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD INDEX FDS VUG

497.15%

Shares10.5K

Event2026-06-30

Filed2026-08-05

ETN

EATON CORP PLC

4.96%

Shares2.1K

Event2026-06-30

Filed2026-08-05

VRP

INVESCO EXCH TRADED FD TR VRP

-1.66%

Shares36.0K

Event2026-06-30

Filed2026-08-05

THC

TENET HEALTHCARE CORP

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-05

CASY

CASEYS GEN STORES INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

COCA COLA CO

0.38%

Shares10.2K

Event2026-06-30

Filed2026-08-05

UPS

UNITED PARCEL SVCS INC

0.00%

Shares7.6K

Event2026-06-30

Filed2026-08-05

FBND

FIDELITY MERRIMACK STR FBND

-8.63%

Shares17.7K

Event2026-06-30

Filed2026-08-05

BP PLC

0.74%

Shares21.8K

Event2026-06-30

Filed2026-08-05

WASTE MGMT INC DEL

0.06%

Shares3.6K

Event2026-06-30

Filed2026-08-05

VXF

VANGUARD INDEX FDS VXF

0.17%

Shares3.0K

Event2026-06-30

Filed2026-08-05

VLO

VALERO ENERGY CORP

7.87%

Shares2.7K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC NEW

0.33%

Shares4.5K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

0.63%

Shares2.7K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC

0.74%

Shares817

Event2026-06-30

Filed2026-08-05

IBB

ISHARES TR IBB

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-05

AWR

AMER STATES WTR CO

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-05

ASML

ASML HLDG NV

4.71%

Shares289

Event2026-06-30

Filed2026-08-05

ENERGY TRANSFER L P

1.71%

Shares29.7K

Event2026-06-30

Filed2026-08-05

PPA

INVESCO EXCHANGE TRADED FD PPA

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-05

DRI

DARDEN RESTAURANTS INC

-1.23%

Shares2.7K

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR XLK

11.32%

Shares2.9K

Event2026-06-30

Filed2026-08-05

MTB

M & T BK CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP

New

Shares3.9K

Event2026-06-30

Filed2026-08-05

OEF

ISHARES TR OEF

-5.61%

Shares1.5K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS

0.74%

Shares1.9K

Event2026-06-30

Filed2026-08-05

IWR

ISHARES TR IWR

6.24%

Shares4.8K

Event2026-06-30

Filed2026-08-05

QCOM

QUALCOMM INC

-58.62%

Shares2.8K

Event2026-06-30

Filed2026-08-05

NVS

NOVARTIS AG

1.59%

Shares3.3K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP INC

1.61%

Shares1.2K

Event2026-06-30

Filed2026-08-05

WORLD GOLD TR

-0.68%

Shares6.3K

Event2026-06-30

Filed2026-08-05

PTGX

PROTAGONIST THERAPEUTICS INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-05

ALTRIA GROUP INC

2.11%

Shares6.8K

Event2026-06-30

Filed2026-08-05

DFTX

DEFINIUM THERAPEUTICS INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-05

AEP

AMERICAN ELEC PWR CO INC

1.03%

Shares3.4K

Event2026-06-30

Filed2026-08-05

PFE

PFIZER INC

1.07%

Shares19.4K

Event2026-06-30

Filed2026-08-05

STLA

STELLANTIS N.V

14.29%

Shares80.0K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

2.58%

Shares3.9K

Event2026-06-30

Filed2026-08-05

GIS

GENERAL MILLS INC

3.99%

Shares13.0K

Event2026-06-30

Filed2026-08-05

DUK

DUKE ENERGY CORP NEW

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-05

INGR

INGREDION INC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-05

SDY

SPDR SERIES TRUST SDY

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-05

QUANTA SVCS INC PWR

0.00%

Shares596

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

0.26%

Shares1.2K

Event2026-06-30

Filed2026-08-05

SPYG

SPDR SERIES TRUST SPYG

New

Shares3.5K

Event2026-06-30

Filed2026-08-05

TRST

TRUSTCO BK CORP N Y

0.05%

Shares7.6K

Event2026-06-30

Filed2026-08-05

MORGAN STANLEY

4.22%

Shares1.9K

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC

0.66%

Shares4.6K

Event2026-06-30

Filed2026-08-05

ELV

ELEVANCE HEALTH INC FORMERLY

-0.86%

Shares1.0K

Event2026-06-30

Filed2026-08-05

BMY

BRISTOL-MYERS SQUIBB CO

0.46%

Shares6.8K

Event2026-06-30

Filed2026-08-05

BND

VANGUARD BD INDEX FDS BND

-4.05%

Shares5.3K

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC

-30.50%

Shares1.1K

Event2026-06-30

Filed2026-08-05

IWD

ISHARES TR IWD

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

SOUTHERN CO

2.06%

Shares3.7K

Event2026-06-30

Filed2026-08-05

COP

CONOCOPHILLIPS

19.00%

Shares3.4K

Event2026-06-30

Filed2026-08-05

HONEYWELL INTL INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-05

HONEYWELL AEROSPACE INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-05

KEY

KEYCORP

5.97%

Shares13.9K

Event2026-06-30

Filed2026-08-05

CEG

CONSTELLATION ENERGY CORP

18.16%

Shares1.3K

Event2026-06-30

Filed2026-08-05

BOEING CO

1.35%

Shares1.4K

Event2026-06-30

Filed2026-08-05

VMI

VALMONT INDS INC

New

Shares500

Event2026-06-30

Filed2026-08-05

FELC

FIDELITY COVINGTON TRUST FELC

0.18%

Shares6.8K

Event2026-06-30

Filed2026-08-05

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares810

Event2026-06-30

Filed2026-08-05

IWB

ISHARES TR IWB

0.00%

Shares686

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP

12.74%

Shares4.8K

Event2026-06-30

Filed2026-08-05

DIS

DISNEY WALT CO

0.07%

Shares2.9K

Event2026-06-30

Filed2026-08-05

TIP

ISHARES TR TIP

-3.58%

Shares2.5K

Event2026-06-30

Filed2026-08-05

VRT

VERTIV HOLDINGS CO

New

Shares769

Event2026-06-30

Filed2026-08-05

CGCP

CAPITAL GRP FIXED INCM ETF T

New

Shares11.5K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO

4.87%

Shares754

Event2026-06-30

Filed2026-08-05

NUE

NUCOR CORP

New

Shares1.1K

Event2026-06-30

Filed2026-08-05

OIH

VANECK ETF TRUST OIH

0.00%

Shares672

Event2026-06-30

Filed2026-08-05

WPC

WP CAREY INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-05

GILD

GILEAD SCIENCES INC

9.28%

Shares1.9K

Event2026-06-30

Filed2026-08-05

RHHBY

ROCHE HOLDING

New

Shares4.6K

Event2026-06-30

Filed2026-08-05

AROW

ARROW FINL CORP

New

Shares5.7K

Event2026-06-30

Filed2026-08-05

IEI

ISHARES TR IEI

-1.40%

Shares2.0K

Event2026-06-30

Filed2026-08-05

STLD

STEEL DYNAMICS INC

New

Shares1.0K

Event2026-06-30

Filed2026-08-05

TRAVELERS COMPANIES INC

New

Shares690

Event2026-06-30

Filed2026-08-05

GENERAL DYNAMICS CORP

0.64%

Shares626

Event2026-06-30

Filed2026-08-05

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

0.00%

Shares21.0K

Event2026-06-30

Filed2026-08-05

TTE

TOTALENERGIES SE

New

Shares2.8K

Event2026-06-30

Filed2026-08-05

INSM

INSMED INC

New

Shares2.0K

Event2026-06-30

Filed2026-08-05

AT&T INC

0.00%

Shares10.1K

Event2026-06-30

Filed2026-08-05

EMR

EMERSON ELEC CO

New

Shares1.5K

Event2026-06-30

Filed2026-08-05

IJK

ISHARES TR IJK

New

Shares1.7K

Event2026-06-30

Filed2026-08-05

ETB

EATON VANCE TAX MNGED BUY ETB

-1.61%

Shares12.0K

Event2026-06-30

Filed2026-08-05

ETHA

ISHARES ETHEREUM TR ETHA

50.00%

Shares15.0K

Event2026-06-30

Filed2026-08-05

SCOTTIES RESOURCES CORP

New

Shares116.0K

Event2026-06-30

Filed2026-08-05

TELUS CORPORATION

0.00%

Shares14.7K

Event2026-06-30

Filed2026-08-05

IHS

IHS HOLDING LIMITED

0.00%

Shares14.7K

Event2026-06-30

Filed2026-08-05

GSOL

GRAYSCALE SOLANA STAKING ETF

100.00%

Shares20.0K

Event2026-06-30

Filed2026-08-05

LQMT

LIQUIDMETAL TECH LQMT

New

Shares250.0K

Event2026-06-30

Filed2026-08-05

ALDX

ALDEYRA THERAPEUTICS INC

6.72%

Shares12.7K

Event2026-06-30

Filed2026-08-05

HRTX

HERON THERAPEUTICS INC

0.00%

Shares32.8K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available