Sponsored

The Analysis of LANDAAS & CO /WI /ADV's Holdings & P&L

Currently, LANDAAS & CO /WI /ADV holds 149 types of securities in its portfolio with a total value $549.7M. In the most recent quarter, they have increased their positions in IWF (+61.3K shares, valued at $7.6M), DFIV (+124.0K shares, valued at $6.7M), GARP (+39.6K shares, valued at $3.3M); decreased their positions in N/A (-2.0K shares, valued at $730.1K), AAPL (-1.6K shares, valued at $454.6K), CAT (-396 shares, valued at $421.6K); initiated new positions in N/A (+11.8K shares, valued at $1.7M), N/A (+1.1K shares, valued at $774.4K), INTC (+4.1K shares, valued at $578.9K).

1M P&L

+1.4M+0.33%

3M P&L

+23.1M+5.72%

HY P&L

+13.4M+3.23%

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/A366.1M

88.5%

2Consumer Electronics8.8M

2.1%

3Software - Infrastructure4.8M

1.2%

Top Industries by Stock Count

1N/A67 stocks

50.8%

2Aerospace & Defense5 stocks

3.8%

3Drug Manufacturers - General4 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS333.7K shares-0.59%2026-06-302026-07-21

IWD ISHARES TR385.2K shares3.12%2026-06-302026-07-21

QUAL ISHARES TR310.8K shares0.91%2026-06-302026-07-21

GARP ISHARES TR507.4K shares8.47%2026-06-302026-07-21

DFIV DIMENSIONAL ETF TRUST756.1K shares19.62%2026-06-302026-07-21

CGSD CAPITAL GRP FIXED INCM ETF T571.5K shares-1.76%2026-06-302026-07-21

VOO VANGUARD INDEX FDS19.9K shares0.11%2026-06-302026-07-21

TFLO ISHARES TR220.9K shares37.76%2026-06-302026-07-21

Sponsored

IWF ISHARES TR80.6K shares316.66%2026-06-302026-07-21

AAPL APPLE INC30.3K shares-4.94%2026-06-302026-07-21

TEQI T ROWE PRICE EXCHANGE-TRADED139.3K shares21.58%2026-06-302026-07-21

DVY ISHARES TR36.4K shares-0.13%2026-06-302026-07-21

CGDV CAPITAL GROUP DIVIDEND VALUE100.1K shares40.68%2026-06-302026-07-21

MSFT MICROSOFT CORP12.8K shares-3.90%2026-06-302026-07-21

CGGO CAPITAL GROUP GBL GROWTH EQT85.1K shares39.42%2026-06-302026-07-21

CGXU CAPITAL GROUP INTL FOCUS EQT96.5K shares27.14%2026-06-302026-07-21

Sponsored

NEAR ISHARES U S ETF TR59.8K shares167.37%2026-06-302026-07-21

IWB ISHARES TR6.5K shares0.00%2026-06-302026-07-21

XLI SELECT SECTOR SPDR TR13.1K shares2.23%2026-06-302026-07-21

CGUS CAPITAL GROUP CORE EQUITY ET52.3K shares53.62%2026-06-302026-07-21

IQLT ISHARES TR43.6K shares7.70%2026-06-302026-07-21

USFR WISDOMTREE TR41.2K shares5.12%2026-06-302026-07-21

AMZN AMAZON COM INC8.6K shares0.74%2026-06-302026-07-21

NVDA NVIDIA CORPORATION9.8K shares5.58%2026-06-302026-07-21

Sponsored

TSLA TESLA INC4.5K shares29.99%2026-06-302026-07-21

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION11.8K sharesnew addition2026-06-302026-07-21

CAT CATERPILLAR INC1.6K shares-19.76%2026-06-302026-07-21

JAVA J P MORGAN EXCHANGE TRADED F21.4K shares20.67%2026-06-302026-07-21

DFCF DIMENSIONAL ETF TRUST39.8K shares48.17%2026-06-302026-07-21

WEC WEC ENERGY GROUP INC13.9K shares8.54%2026-06-302026-07-21

ITA ISHARES TR6.6K shares3.42%2026-06-302026-07-21

MGK VANGUARD WORLD FD17.4K shares1541.74%2026-06-302026-07-21

Sponsored

ABBVIE INC ABBVIE INC6.0K shares1.12%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.9K shares0.00%2026-06-302026-07-21

SCHD SCHWAB STRATEGIC TR45.3K shares1.66%2026-06-302026-07-21

GOOGL ALPHABET INC4.0K shares-5.52%2026-06-302026-07-21

CGGE CAPITAL GROUP GLOBAL EQUITY38.7K shares27.05%2026-06-302026-07-21

XLF SELECT SECTOR SPDR TR23.8K shares0.00%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL2.3K shares0.00%2026-06-302026-07-21

ESGV VANGUARD WORLD FD8.6K shares0.00%2026-06-302026-07-21

Sponsored

ORACLE CORP ORACLE CORP7.8K shares0.00%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.5K shares-16.95%2026-06-302026-07-21

TCHP T ROWE PRICE EXCHANGE-TRADED21.7K shares25.11%2026-06-302026-07-21

QQQ INVESCO QQQ TR1.4K shares43.89%2026-06-302026-07-21

RWL INVESCO EXCH TRADED FD TR II8.1K shares32.11%2026-06-302026-07-21

PG PROCTER & GAMBLE CO7.0K shares0.00%2026-06-302026-07-21

BSMR INVESCO EXCH TRD SLF IDX FD41.2K shares11.52%2026-06-302026-07-21

FREEPORT MCMORAN INC FREEPORT MCMORAN INC15.4K shares0.00%2026-06-302026-07-21

Sponsored

SPLV INVESCO EXCH TRADED FD TR II12.9K shares0.23%2026-06-302026-07-21

ASML ASML HLDG NV464 shares0.00%2026-06-302026-07-21

MCD MCDONALDS CORP3.3K shares1.65%2026-06-302026-07-21

CGIC CAPITAL GROUP INTERNATIONAL23.7K shares0.00%2026-06-302026-07-21

IDV ISHARES TR20.7K shares9.41%2026-06-302026-07-21

MGV VANGUARD WORLD FD5.2K shares0.00%2026-06-302026-07-21

BMO BANK MONTREAL MEDIUM4.6K shares141.87%2026-06-302026-07-21

EXXON MOBIL CORP EXXON MOBIL CORP5.8K shares29.74%2026-06-302026-07-21

Sponsored

CGSM CAPITAL GRP FIXED INCM ETF T29.4K shares34.96%2026-06-302026-07-21

APPLIED MATLS INC APPLIED MATLS INC1.1K sharesnew addition2026-06-302026-07-21

SCHY SCHWAB STRATEGIC TR23.1K shares0.44%2026-06-302026-07-21

JNJ JOHNSON & JOHNSON2.8K shares0.00%2026-06-302026-07-21

APH AMPHENOL CORP4.0K shares17.89%2026-06-302026-07-21

GOOG ALPHABET INC1.9K shares0.00%2026-06-302026-07-21

VTV VANGUARD INDEX FDS3.0K shares0.00%2026-06-302026-07-21

SCHB SCHWAB STRATEGIC TR22.3K shares0.00%2026-06-302026-07-21

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC6.9K shares0.00%2026-06-302026-07-21

NUE NUCOR CORP2.6K shares0.00%2026-06-302026-07-21

INTC INTEL CORP4.1K sharesnew addition2026-06-302026-07-21

VEA VANGUARD TAX-MANAGED FDS8.1K shares0.00%2026-06-302026-07-21

LMT LOCKHEED MARTIN CORP1.1K shares103.45%2026-06-302026-07-21

ABT ABBOTT LABORATORIES6.2K shares59.97%2026-06-302026-07-21

DIS DISNEY WALT CO5.8K shares0.00%2026-06-302026-07-21

BSMS INVESCO EXCH TRD SLF IDX FD23.7K shares-15.52%2026-06-302026-07-21

Sponsored

ACWV ISHARES INC4.5K shares0.00%2026-06-302026-07-21

FDRR FIDELITY COVINGTON TRUST8.2K shares122.70%2026-06-302026-07-21

DSI ISHARES TR3.7K shares12.71%2026-06-302026-07-21

IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.16%2026-06-302026-07-21

KO COCA COLA CO6.3K shares-2.83%2026-06-302026-07-21

VIGI VANGUARD WHITEHALL FDS5.4K shares0.00%2026-06-302026-07-21

BSCS INVESCO EXCH TRD SLF IDX FD24.8K shares0.00%2026-06-302026-07-21

FEOE RBB FUND TRUST9.3K shares100.69%2026-06-302026-07-21

Sponsored

AMGN AMGEN INC1.4K shares24.73%2026-06-302026-07-21

VTEB VANGUARD MUN BD FDS9.1K shares-27.55%2026-06-302026-07-21

RTX CORPORATION RTX CORPORATION2.4K shares0.00%2026-06-302026-07-21

MOAT VANECK ETF TRUST4.4K shares0.00%2026-06-302026-07-21

ILCB ISHARES TR4.4K shares0.11%2026-06-302026-07-21

USB US BANCORP7.5K shares0.44%2026-06-302026-07-21

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION465 shares0.00%2026-06-302026-07-21

ACWX ISHARES TR5.7K shares0.00%2026-06-302026-07-21

Sponsored

LIN LINDE PLC828 shares0.00%2026-06-302026-07-21

UL UNILEVER PLC7.0K sharesnew addition2026-06-302026-07-21

CISCO SYS INC CISCO SYS INC3.5K shares2.04%2026-06-302026-07-21

ETN EATON CORP PLC966 shares0.00%2026-06-302026-07-21

EFAV ISHARES TR4.7K shares0.00%2026-06-302026-07-21

QCOM QUALCOMM INC2.2K shares0.00%2026-06-302026-07-21

SUSL ISHARES TR3.0K shares0.00%2026-06-302026-07-21

CVS CVS HEALTH CORP3.8K shares0.00%2026-06-302026-07-21

Sponsored

PM PHILIP MORRIS INTL INC2.1K shares13.97%2026-06-302026-07-21

VXUS VANGUARD STAR FDS4.4K shares0.00%2026-06-302026-07-21

VIG VANGUARD SPECIALIZED FUNDS1.6K shares0.00%2026-06-302026-07-21

VISA INC VISA INC1.1K shares0.00%2026-06-302026-07-21

SYY SYSCO CORP4.4K sharesnew addition2026-06-302026-07-21

WMT WALMART INC3.1K shares9.77%2026-06-302026-07-21

LLY ELI LILLY & CO278 shares-30.50%2026-06-302026-07-21

MRK MERCK & CO INC2.6K shares31.50%2026-06-302026-07-21

Sponsored

NOC NORTHROP GRUMMAN CORP641 sharesnew addition2026-06-302026-07-21

IAU ISHARES GOLD TR4.3K shares0.00%2026-06-302026-07-21

MS MORGAN STANLEY1.5K shares0.00%2026-06-302026-07-21

LRCX LAM RESEARCH CORP739 sharesnew addition2026-06-302026-07-21

KMB KIMBERLY-CLARK CORP2.9K shares0.00%2026-06-302026-07-21

VUG VANGUARD INDEX FDS3.7K shares500.00%2026-06-302026-07-21

FI FISERV INC6.5K shares-8.89%2026-06-302026-07-21

HD HOME DEPOT INC877 sharesnew addition2026-06-302026-07-21

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.4K sharesnew addition2026-06-302026-07-21

GEV GE VERNOVA INC259 sharesnew addition2026-06-302026-07-21

MU MICRON TECHNOLOGY INC250 sharesnew addition2026-06-302026-07-21

PNC PNC FINL SVCS GROUP INC1.2K shares0.00%2026-06-302026-07-21

CVX CHEVRON CORPORATION1.7K shares0.00%2026-06-302026-07-21

PGX INVESCO EXCH TRADED FD TR II26.0K shares0.00%2026-06-302026-07-21

CCL CARNIVAL CORP LTD9.8K sharesnew addition2026-06-302026-07-21

CL COLGATE PALMOLIVE CO3.0K shares15.34%2026-06-302026-07-21

Sponsored

BKNG BOOKING HOLDINGS INC1.6K shares2400.00%2026-06-302026-07-21

AVUS AMERICAN CENTY ETF TR2.1K shares0.00%2026-06-302026-07-21

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC653 sharesnew addition2026-06-302026-07-21

CMI CUMMINS INC376 shares0.00%2026-06-302026-07-21

COF CAPITAL ONE FINL CORP1.3K shares0.00%2026-06-302026-07-21

SCHV SCHWAB STRATEGIC TR7.6K shares0.00%2026-06-302026-07-21

MELI MERCADOLIBRE INC155 sharesnew addition2026-06-302026-07-21

ACWI ISHARES TR1.7K shares0.00%2026-06-302026-07-21

Sponsored

BK BANK OF NY MELLON CORP1.8K shares0.00%2026-06-302026-07-21

CGGR CAPITAL GROUP GROWTH ETF5.5K sharesnew addition2026-06-302026-07-21

CGIE CAPITAL GROUP INTERNATIONAL7.0K shares0.00%2026-06-302026-07-21

UNP UNION PAC CORP942 shares0.00%2026-06-302026-07-21

FIS FIDELITY NATL INFORMATION SV6.5K shares26.45%2026-06-302026-07-21

FERG FERGUSON ENTERPRISES INC1.1K sharesnew addition2026-06-302026-07-21

DE DEERE & CO397 shares10.58%2026-06-302026-07-21

UAL UNITED AIRLS HLDGS INC1.8K sharesnew addition2026-06-302026-07-21

Sponsored

ADOBE INC ADOBE INC1.1K sharesnew addition2026-06-302026-07-21

TROW PRICE T ROWE GROUP INC2.1K sharesnew addition2026-06-302026-07-21

3M CO 3M CO1.4K shares0.00%2026-06-302026-07-21

GE GE AEROSPACE617 shares-54.06%2026-06-302026-07-21

DG DOLLAR GEN CORP2.0K shares0.00%2026-06-302026-07-21

BA BOEING CO1.0K sharesnew addition2026-06-302026-07-21

SHW SHERWIN WILLIAMS CO621 sharesnew addition2026-06-302026-07-21

PSA PUBLIC STORAGE668 sharesnew addition2026-06-302026-07-21

Sponsored

VGT VANGUARD WORLD FD1.8K sharesnew addition2026-06-302026-07-21

VZ VERIZON COMMUNICATIONS INC4.9K shares-6.70%2026-06-302026-07-21

VSGX VANGUARD WORLD FD2.5K sharesnew addition2026-06-302026-07-21

CGNG CAPITAL GROUP NEW GEOGRAPHY5.4K sharesnew addition2026-06-302026-07-21

XTIA XTI AEROSPACE INC18.5K shares0.00%2026-06-302026-07-21

VANGUARD INDEX FDS

-0.59%

Shares333.7K

Event2026-06-30

Filed2026-07-21

IWD

ISHARES TR

3.12%

Shares385.2K

Event2026-06-30

Filed2026-07-21

QUAL

ISHARES TR

0.91%

Shares310.8K

Event2026-06-30

Filed2026-07-21

GARP

ISHARES TR

8.47%

Shares507.4K

Event2026-06-30

Filed2026-07-21

DFIV

DIMENSIONAL ETF TRUST

19.62%

Shares756.1K

Event2026-06-30

Filed2026-07-21

CGSD

CAPITAL GRP FIXED INCM ETF T

-1.76%

Shares571.5K

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD INDEX FDS

0.11%

Shares19.9K

Event2026-06-30

Filed2026-07-21

TFLO

ISHARES TR

37.76%

Shares220.9K

Event2026-06-30

Filed2026-07-21

IWF

ISHARES TR

316.66%

Shares80.6K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

-4.94%

Shares30.3K

Event2026-06-30

Filed2026-07-21

TEQI

T ROWE PRICE EXCHANGE-TRADED

21.58%

Shares139.3K

Event2026-06-30

Filed2026-07-21

DVY

ISHARES TR

-0.13%

Shares36.4K

Event2026-06-30

Filed2026-07-21

CGDV

CAPITAL GROUP DIVIDEND VALUE

40.68%

Shares100.1K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

-3.90%

Shares12.8K

Event2026-06-30

Filed2026-07-21

CGGO

CAPITAL GROUP GBL GROWTH EQT

39.42%

Shares85.1K

Event2026-06-30

Filed2026-07-21

CGXU

CAPITAL GROUP INTL FOCUS EQT

27.14%

Shares96.5K

Event2026-06-30

Filed2026-07-21

NEAR

ISHARES U S ETF TR

167.37%

Shares59.8K

Event2026-06-30

Filed2026-07-21

IWB

ISHARES TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-21

XLI

SELECT SECTOR SPDR TR

2.23%

Shares13.1K

Event2026-06-30

Filed2026-07-21

CGUS

CAPITAL GROUP CORE EQUITY ET

53.62%

Shares52.3K

Event2026-06-30

Filed2026-07-21

IQLT

ISHARES TR

7.70%

Shares43.6K

Event2026-06-30

Filed2026-07-21

USFR

WISDOMTREE TR

5.12%

Shares41.2K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

0.74%

Shares8.6K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

5.58%

Shares9.8K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

29.99%

Shares4.5K

Event2026-06-30

Filed2026-07-21

JOHNSON CONTROLS INTERNATION

New

Shares11.8K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

-19.76%

Shares1.6K

Event2026-06-30

Filed2026-07-21

JAVA

J P MORGAN EXCHANGE TRADED F

20.67%

Shares21.4K

Event2026-06-30

Filed2026-07-21

DFCF

DIMENSIONAL ETF TRUST

48.17%

Shares39.8K

Event2026-06-30

Filed2026-07-21

WEC

WEC ENERGY GROUP INC

8.54%

Shares13.9K

Event2026-06-30

Filed2026-07-21

ITA

ISHARES TR

3.42%

Shares6.6K

Event2026-06-30

Filed2026-07-21

MGK

VANGUARD WORLD FD

1541.74%

Shares17.4K

Event2026-06-30

Filed2026-07-21

ABBVIE INC

1.12%

Shares6.0K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-21

SCHD

SCHWAB STRATEGIC TR

1.66%

Shares45.3K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

-5.52%

Shares4.0K

Event2026-06-30

Filed2026-07-21

CGGE

CAPITAL GROUP GLOBAL EQUITY

27.05%

Shares38.7K

Event2026-06-30

Filed2026-07-21

XLF

SELECT SECTOR SPDR TR

0.00%

Shares23.8K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-21

ESGV

VANGUARD WORLD FD

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-21

ORACLE CORP

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

-16.95%

Shares3.5K

Event2026-06-30

Filed2026-07-21

TCHP

T ROWE PRICE EXCHANGE-TRADED

25.11%

Shares21.7K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

43.89%

Shares1.4K

Event2026-06-30

Filed2026-07-21

RWL

INVESCO EXCH TRADED FD TR II

32.11%

Shares8.1K

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-21

BSMR

INVESCO EXCH TRD SLF IDX FD

11.52%

Shares41.2K

Event2026-06-30

Filed2026-07-21

FREEPORT MCMORAN INC

0.00%

Shares15.4K

Event2026-06-30

Filed2026-07-21

SPLV

INVESCO EXCH TRADED FD TR II

0.23%

Shares12.9K

Event2026-06-30

Filed2026-07-21

ASML

ASML HLDG NV

0.00%

Shares464

Event2026-06-30

Filed2026-07-21

MCD

MCDONALDS CORP

1.65%

Shares3.3K

Event2026-06-30

Filed2026-07-21

CGIC

CAPITAL GROUP INTERNATIONAL

0.00%

Shares23.7K

Event2026-06-30

Filed2026-07-21

IDV

ISHARES TR

9.41%

Shares20.7K

Event2026-06-30

Filed2026-07-21

MGV

VANGUARD WORLD FD

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-21

BMO

BANK MONTREAL MEDIUM

141.87%

Shares4.6K

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

29.74%

Shares5.8K

Event2026-06-30

Filed2026-07-21

CGSM

CAPITAL GRP FIXED INCM ETF T

34.96%

Shares29.4K

Event2026-06-30

Filed2026-07-21

APPLIED MATLS INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-21

SCHY

SCHWAB STRATEGIC TR

0.44%

Shares23.1K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-21

APH

AMPHENOL CORP

17.89%

Shares4.0K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD INDEX FDS

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-21

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares22.3K

Event2026-06-30

Filed2026-07-21

NEXTERA ENERGY INC

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-21

NUE

NUCOR CORP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

New

Shares4.1K

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-21

LMT

LOCKHEED MARTIN CORP

103.45%

Shares1.1K

Event2026-06-30

Filed2026-07-21

ABT

ABBOTT LABORATORIES

59.97%

Shares6.2K

Event2026-06-30

Filed2026-07-21

DIS

DISNEY WALT CO

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-21

BSMS

INVESCO EXCH TRD SLF IDX FD

-15.52%

Shares23.7K

Event2026-06-30

Filed2026-07-21

ACWV

ISHARES INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-21

FDRR

FIDELITY COVINGTON TRUST

122.70%

Shares8.2K

Event2026-06-30

Filed2026-07-21

DSI

ISHARES TR

12.71%

Shares3.7K

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS

0.16%

Shares1.8K

Event2026-06-30

Filed2026-07-21

COCA COLA CO

-2.83%

Shares6.3K

Event2026-06-30

Filed2026-07-21

VIGI

VANGUARD WHITEHALL FDS

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-21

BSCS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares24.8K

Event2026-06-30

Filed2026-07-21

FEOE

RBB FUND TRUST

100.69%

Shares9.3K

Event2026-06-30

Filed2026-07-21

AMGN

AMGEN INC

24.73%

Shares1.4K

Event2026-06-30

Filed2026-07-21

VTEB

VANGUARD MUN BD FDS

-27.55%

Shares9.1K

Event2026-06-30

Filed2026-07-21

RTX CORPORATION

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-21

MOAT

VANECK ETF TRUST

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-21

ILCB

ISHARES TR

0.11%

Shares4.4K

Event2026-06-30

Filed2026-07-21

USB

US BANCORP

0.44%

Shares7.5K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION

0.00%

Shares465

Event2026-06-30

Filed2026-07-21

ACWX

ISHARES TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-21

LIN

LINDE PLC

0.00%

Shares828

Event2026-06-30

Filed2026-07-21

UNILEVER PLC

New

Shares7.0K

Event2026-06-30

Filed2026-07-21

CISCO SYS INC

2.04%

Shares3.5K

Event2026-06-30

Filed2026-07-21

ETN

EATON CORP PLC

0.00%

Shares966

Event2026-06-30

Filed2026-07-21

EFAV

ISHARES TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-21

QCOM

QUALCOMM INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-21

SUSL

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-21

CVS

CVS HEALTH CORP

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL INC

13.97%

Shares2.1K

Event2026-06-30

Filed2026-07-21

VXUS

VANGUARD STAR FDS

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-21

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

VISA INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

SYY

SYSCO CORP

New

Shares4.4K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

9.77%

Shares3.1K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

-30.50%

Shares278

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

31.50%

Shares2.6K

Event2026-06-30

Filed2026-07-21

NOC

NORTHROP GRUMMAN CORP

New

Shares641

Event2026-06-30

Filed2026-07-21

IAU

ISHARES GOLD TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-21

MORGAN STANLEY

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

LRCX

LAM RESEARCH CORP

New

Shares739

Event2026-06-30

Filed2026-07-21

KMB

KIMBERLY-CLARK CORP

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-21

VUG

VANGUARD INDEX FDS

500.00%

Shares3.7K

Event2026-06-30

Filed2026-07-21

FISERV INC

-8.89%

Shares6.5K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

New

Shares877

Event2026-06-30

Filed2026-07-21

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares1.4K

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC

New

Shares259

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

New

Shares250

Event2026-06-30

Filed2026-07-21

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-21

PGX

INVESCO EXCH TRADED FD TR II

0.00%

Shares26.0K

Event2026-06-30

Filed2026-07-21

CCL

CARNIVAL CORP LTD

New

Shares9.8K

Event2026-06-30

Filed2026-07-21

COLGATE PALMOLIVE CO

15.34%

Shares3.0K

Event2026-06-30

Filed2026-07-21

BKNG

BOOKING HOLDINGS INC

2400.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-21

UNITEDHEALTH GROUP INC

New

Shares653

Event2026-06-30

Filed2026-07-21

CMI

CUMMINS INC

0.00%

Shares376

Event2026-06-30

Filed2026-07-21

COF

CAPITAL ONE FINL CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-21

MELI

MERCADOLIBRE INC

New

Shares155

Event2026-06-30

Filed2026-07-21

ACWI

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-21

BANK OF NY MELLON CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

CGGR

CAPITAL GROUP GROWTH ETF

New

Shares5.5K

Event2026-06-30

Filed2026-07-21

CGIE

CAPITAL GROUP INTERNATIONAL

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-21

UNP

UNION PAC CORP

0.00%

Shares942

Event2026-06-30

Filed2026-07-21

FIS

FIDELITY NATL INFORMATION SV

26.45%

Shares6.5K

Event2026-06-30

Filed2026-07-21

FERG

FERGUSON ENTERPRISES INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-21

DEERE & CO

10.58%

Shares397

Event2026-06-30

Filed2026-07-21

UAL

UNITED AIRLS HLDGS INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-21

ADOBE INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-21

TROW

PRICE T ROWE GROUP INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-21

3M CO

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

-54.06%

Shares617

Event2026-06-30

Filed2026-07-21

DOLLAR GEN CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

BOEING CO

New

Shares1.0K

Event2026-06-30

Filed2026-07-21

SHW

SHERWIN WILLIAMS CO

New

Shares621

Event2026-06-30

Filed2026-07-21

PSA

PUBLIC STORAGE

New

Shares668

Event2026-06-30

Filed2026-07-21

VGT

VANGUARD WORLD FD

New

Shares1.8K

Event2026-06-30

Filed2026-07-21

VERIZON COMMUNICATIONS INC

-6.70%

Shares4.9K

Event2026-06-30

Filed2026-07-21

VSGX

VANGUARD WORLD FD

New

Shares2.5K

Event2026-06-30

Filed2026-07-21

CGNG

CAPITAL GROUP NEW GEOGRAPHY

New

Shares5.4K

Event2026-06-30

Filed2026-07-21

XTIA

XTI AEROSPACE INC

0.00%

Shares18.5K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available