Sponsored

The Analysis of Laraway Financial Advisors Inc's Holdings & P&L

Currently, Laraway Financial Advisors Inc holds 140 types of securities in its portfolio with a total value $164.7M. In the most recent quarter, they have increased their positions in VUG (+72.4K shares, valued at $6.2M), VO (+19.4K shares, valued at $1.6M), N/A (+9.1K shares, valued at $795.7K); decreased their positions in MU (-300 shares, valued at $346.3K), AAPL (-745 shares, valued at $215.6K), VEA (-2.8K shares, valued at $197.8K); initiated new positions in N/A (+9.1K shares, valued at $795.7K), GE (+1.3K shares, valued at $492.5K), N/A (+678 shares, valued at $488.3K).

1M P&L

-286.0K-0.20%

3M P&L

+1.4M+1.05%

HY P&L

-19.5M-12.27%

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/A71.4M

49.5%

2Consumer Electronics12.7M

8.8%

3Internet Content & Information7.5M

5.2%

Top Industries by Stock Count

1N/A56 stocks

47.1%

2Drug Manufacturers - General6 stocks

5.0%

3Semiconductors4 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC44.0K shares-1.67%2026-06-302026-08-03

VTV VANGUARD INDEX FDS34.7K shares0.21%2026-06-302026-08-03

VUG VANGUARD INDEX FDS87.0K shares495.93%2026-06-302026-08-03

SPDR S&P 500 ETF SPDR S&P 500 ETF7.9K shares-1.25%2026-06-302026-08-03

VEA VANGUARD TAX-MANAGED FDS76.6K shares-3.50%2026-06-302026-08-03

GOOGL ALPHABET INC.14.4K shares-0.39%2026-06-302026-08-03

XLG INVESCO EXCHANGE TRADED FD T71.1K shares-0.13%2026-06-302026-08-03

NVDA NVIDIA CORP20.3K shares-3.34%2026-06-302026-08-03

Sponsored

XLK SELECT SECTOR SPDR TR21.1K shares0.41%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY INC DEL7.6K shares-3.32%2026-06-302026-08-03

XLV SELECT SECTOR SPDR TR22.4K shares-0.25%2026-06-302026-08-03

LRCX LAM RESEARCH CORP7.9K shares-2.47%2026-06-302026-08-03

MSFT MICROSOFT CORP8.8K shares-2.65%2026-06-302026-08-03

XLF SELECT SECTOR SPDR TR58.1K shares-0.36%2026-06-302026-08-03

LLY LILLY ELI & CO2.4K shares-0.92%2026-06-302026-08-03

RSP INVESCO EXCHANGE TRADED FD T12.8K shares-0.78%2026-06-302026-08-03

Sponsored

SNDK SANDISK CORP1.1K shares-0.45%2026-06-302026-08-03

GOOG ALPHABET INC.6.7K shares-6.26%2026-06-302026-08-03

AMZN AMAZON.COM INC9.2K shares0.00%2026-06-302026-08-03

WDC WESTERN DIGITAL CORP3.4K shares-0.45%2026-06-302026-08-03

VO VANGUARD INDEX FDS26.0K shares294.86%2026-06-302026-08-03

SPSB SPDR SER TR64.4K shares-0.09%2026-06-302026-08-03

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR41.1K shares0.58%2026-06-302026-08-03

WMT WALMART INC15.8K shares0.03%2026-06-302026-08-03

Sponsored

SCHA SCHWAB STRATEGIC TR47.1K shares-1.17%2026-06-302026-08-03

JPST J P MORGAN EXCHANGE TRADED F30.9K shares10.78%2026-06-302026-08-03

SLYV SPDR SER TR14.2K shares-1.73%2026-06-302026-08-03

SPAB SPDR SER TR60.4K shares-0.54%2026-06-302026-08-03

COSTCO WHOLESALE CO COSTCO WHOLESALE CO1.6K shares-1.54%2026-06-302026-08-03

CWI SPDR INDEX SHS FDS36.3K shares-1.37%2026-06-302026-08-03

SPLV INVESCO EXCH TRADED FD TR II18.0K shares-0.78%2026-06-302026-08-03

META PLATFORMS INC META PLATFORMS INC2.3K shares0.00%2026-06-302026-08-03

Sponsored

PH PARKER-HANNIFIN CORP1.3K shares-5.19%2026-06-302026-08-03

NETFLIX INC NETFLIX INC17.4K shares-0.57%2026-06-302026-08-03

INTC INTEL CORP8.9K shares-4.31%2026-06-302026-08-03

JNJ JOHNSON & JOHNSON4.8K shares0.29%2026-06-302026-08-03

MU MICRON TECHNOLOGY INC1.0K shares-22.47%2026-06-302026-08-03

VLO VALERO ENERGY CORP4.5K shares-2.16%2026-06-302026-08-03

HTRB HARTFORD FDS EXCHANGE TRADED34.9K shares3.25%2026-06-302026-08-03

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.8K shares-2.72%2026-06-302026-08-03

Sponsored

TJX TJX COS INC NEW7.3K shares0.00%2026-06-302026-08-03

TMO THERMO FISHER SCIENTIFIC INC2.2K shares0.00%2026-06-302026-08-03

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.0K shares0.00%2026-06-302026-08-03

ORACLE CORP ORACLE CORP6.8K shares-0.73%2026-06-302026-08-03

CAT CATERPILLAR INC913 shares0.00%2026-06-302026-08-03

FIXD FIRST TR EXCHNG TRADED FD VI21.9K shares5.19%2026-06-302026-08-03

COR CENCORA INC2.9K shares-3.33%2026-06-302026-08-03

NEXTERA ENERGY INC NEXTERA ENERGY INC9.1K sharesnew addition2026-06-302026-08-03

Sponsored

CWB SPDR SER TR7.4K shares0.00%2026-06-302026-08-03

JEPI J P MORGAN EXCHANGE TRADED F14.0K shares3.78%2026-06-302026-08-03

COF CAPITAL ONE FINL CORP3.7K shares-0.08%2026-06-302026-08-03

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-08-03

VISA INC VISA INC2.2K shares-0.46%2026-06-302026-08-03

BND VANGUARD BD INDEX FDS9.8K shares6.01%2026-06-302026-08-03

SPTM SPDR SER TR7.7K shares6.29%2026-06-302026-08-03

VGIT VANGUARD SCOTTSDALE FDS11.7K shares-1.36%2026-06-302026-08-03

Sponsored

LOW LOWES COMPANIES INC3.1K shares0.03%2026-06-302026-08-03

RTX CORP RTX CORP3.5K shares0.03%2026-06-302026-08-03

WPC WP CAREY INC9.3K shares0.00%2026-06-302026-08-03

KO COCA-COLA CO8.0K shares-0.20%2026-06-302026-08-03

SPMD SPDR SER TR9.5K shares0.03%2026-06-302026-08-03

SPBO SPDR SER TR21.8K shares8.31%2026-06-302026-08-03

XEL XCEL ENERGY INC7.9K shares0.00%2026-06-302026-08-03

SCHD SCHWAB STRATEGIC TR19.9K shares79.83%2026-06-302026-08-03

Sponsored

VYM VANGUARD WHITEHALL FDS3.9K shares3.09%2026-06-302026-08-03

CISCO SYSTEMS INC CISCO SYSTEMS INC5.3K shares0.00%2026-06-302026-08-03

SCHP SCHWAB STRATEGIC TR22.2K shares-0.47%2026-06-302026-08-03

FDX FEDEX CORP1.9K shares0.00%2026-06-302026-08-03

SCHZ SCHWAB STRATEGIC TR25.1K shares-0.49%2026-06-302026-08-03

ITW ILLINOIS TOOL WORKS2.1K shares-4.44%2026-06-302026-08-03

SCHE SCHWAB STRATEGIC TR16.0K shares0.00%2026-06-302026-08-03

YEAR AB ACTIVE ETFS INC11.4K shares10.35%2026-06-302026-08-03

Sponsored

HD HOME DEPOT INC1.5K shares0.00%2026-06-302026-08-03

SDVY FIRST TR EXCHANGE-TRADED FD12.1K shares0.84%2026-06-302026-08-03

BK BANK NEW YORK MELLON CORP3.5K shares0.00%2026-06-302026-08-03

RDVY FIRST TR EXCHANGE-TRADED FD6.3K shares-1.41%2026-06-302026-08-03

GE GE AEROSPACE1.3K sharesnew addition2026-06-302026-08-03

PG PROCTER AND GAMBLE CO3.3K shares0.00%2026-06-302026-08-03

QUANTA SVCS INC QUANTA SVCS INC678 sharesnew addition2026-06-302026-08-03

SPSM SPDR SER TR8.4K shares0.02%2026-06-302026-08-03

Sponsored

DKS DICKS SPORTING GOODS2.1K shares0.00%2026-06-302026-08-03

PEP PEPSICO INC3.6K shares-8.26%2026-06-302026-08-03

XLE SELECT SECTOR SPDR TR9.0K shares2.78%2026-06-302026-08-03

PM PHILIP MORRIS INTL INC2.6K shares0.00%2026-06-302026-08-03

FEGE RBB FUND TRUST9.6K shares20.11%2026-06-302026-08-03

SPDR SER TR SPDR SER TR5.3K shares-1.18%2026-06-302026-08-03

FWD AB ACTIVE ETFS INC3.1K shares13.53%2026-06-302026-08-03

CVX CHEVRON CORP NEW2.7K shares0.00%2026-06-302026-08-03

Sponsored

ERIE ERIE INDEMNITY CO1.9K shares-5.10%2026-06-302026-08-03

SLYG SPDR SER TR3.7K shares-5.08%2026-06-302026-08-03

UHS UNIVERSAL HLTH SVCS INC2.9K shares-6.56%2026-06-302026-08-03

FLRN SPDR SER TR13.6K shares0.00%2026-06-302026-08-03

VOO VANGUARD INDEX FDS592 shares0.00%2026-06-302026-08-03

TSM TAIWAN SEMICONDUCTOR MFG LTD837 shares0.00%2026-06-302026-08-03

USB US BANCORP DEL6.6K shares0.05%2026-06-302026-08-03

AFL AFLAC INC3.4K shares0.00%2026-06-302026-08-03

Sponsored

SCHH SCHWAB STRATEGIC TR16.6K shares-1.00%2026-06-302026-08-03

GEV GE VERNOVA INC332 sharesnew addition2026-06-302026-08-03

LMBS FIRST TR EXCHANGE-TRADED FD7.8K shares-0.59%2026-06-302026-08-03

NVS NOVARTIS AG2.5K shares0.00%2026-06-302026-08-03

NVO NOVO-NORDISK A S7.9K shares3.94%2026-06-302026-08-03

ABBVIE INC ABBVIE INC1.5K shares1.57%2026-06-302026-08-03

VCIT VANGUARD SCOTTSDALE FDS4.5K shares1.23%2026-06-302026-08-03

CAH CARDINAL HEALTH INC1.5K shares0.00%2026-06-302026-08-03

Sponsored

QQQM INVESCO EXCH TRADED FD TR II1.2K sharesnew addition2026-06-302026-08-03

CONSTELLATION BRAND CONSTELLATION BRAND2.5K shares-0.04%2026-06-302026-08-03

MRK MERCK & CO. INC.2.7K shares0.22%2026-06-302026-08-03

SPYG SPDR SER TR2.9K shares0.14%2026-06-302026-08-03

VZ VERIZON COMMUNICATIONS INC8.2K shares-0.29%2026-06-302026-08-03

CDW CDW CORP2.4K shares-3.07%2026-06-302026-08-03

HIDV AB ACTIVE ETFS INC3.6K shares0.25%2026-06-302026-08-03

RIGS ALPS ETF TR14.0K shares0.04%2026-06-302026-08-03

Sponsored

WFC WELLS FARGO & CO3.8K shares0.11%2026-06-302026-08-03

3M CO 3M CO1.9K shares0.11%2026-06-302026-08-03

FDL FIRST TR MORNINGSTAR DIVID L6.3K shares-1.82%2026-06-302026-08-03

DIS DISNEY WALT CO3.0K shares-1.65%2026-06-302026-08-03

VGSH VANGUARD SCOTTSDALE FDS4.8K shares-2.02%2026-06-302026-08-03

CMCSA COMCAST CORP11.3K shares-1.74%2026-06-302026-08-03

EMR EMERSON ELEC CO1.8K shares-2.55%2026-06-302026-08-03

CVS CVS HEALTH CORP2.5K shares-3.91%2026-06-302026-08-03

Sponsored

TSLA TESLA INC596 shares0.00%2026-06-302026-08-03

BA BOEING CO1.1K shares0.00%2026-06-302026-08-03

GS GOLDMAN SACHS GROUP INC240 shares0.00%2026-06-302026-08-03

ADP AUTOMATIC DATA PROCESSING IN1.1K shares10.47%2026-06-302026-08-03

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF1.4K shares-8.29%2026-06-302026-08-03

WISDOMTREE TR WISDOMTREE TR4.2K sharesnew addition2026-06-302026-08-03

EXXON MOBIL CORP EXXON MOBIL CORP1.6K shares-10.85%2026-06-302026-08-03

BALL BALL CORP3.5K shares-1.40%2026-06-302026-08-03

Sponsored

DAL DELTA AIR LINES INC DEL2.3K sharesnew addition2026-06-302026-08-03

APPLIED MATLS INC APPLIED MATLS INC294 sharesnew addition2026-06-302026-08-03

LRGC AB ACTIVE ETFS INC2.5K sharesnew addition2026-06-302026-08-03

LOWV AB ACTIVE ETFS INC2.6K sharesnew addition2026-06-302026-08-03

XLP SELECT SECTOR SPDR TR2.4K sharesnew addition2026-06-302026-08-03

IAU ISHARES GOLD TR2.6K shares0.00%2026-06-302026-08-03

NKE NIKE INC4.6K shares-5.98%2026-06-302026-08-03

TM TOYOTA MOTOR CORP1.1K shares0.00%2026-06-302026-08-03

Sponsored

PFE PFIZER INC7.2K shares0.00%2026-06-302026-08-03

TOTL SSGA ACTIVE ETF TR4.1K shares0.02%2026-06-302026-08-03

MEDTRONIC PLC MEDTRONIC PLC1.8K shares-19.75%2026-06-302026-08-03

INGR INGREDION INC1.5K shares0.07%2026-06-302026-08-03

AAPL

APPLE INC

-1.67%

Shares44.0K

Event2026-06-30

Filed2026-08-03

VTV

VANGUARD INDEX FDS

0.21%

Shares34.7K

Event2026-06-30

Filed2026-08-03

VUG

VANGUARD INDEX FDS

495.93%

Shares87.0K

Event2026-06-30

Filed2026-08-03

SPDR S&P 500 ETF

-1.25%

Shares7.9K

Event2026-06-30

Filed2026-08-03

VEA

VANGUARD TAX-MANAGED FDS

-3.50%

Shares76.6K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC.

-0.39%

Shares14.4K

Event2026-06-30

Filed2026-08-03

XLG

INVESCO EXCHANGE TRADED FD T

-0.13%

Shares71.1K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORP

-3.34%

Shares20.3K

Event2026-06-30

Filed2026-08-03

XLK

SELECT SECTOR SPDR TR

0.41%

Shares21.1K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

-3.32%

Shares7.6K

Event2026-06-30

Filed2026-08-03

XLV

SELECT SECTOR SPDR TR

-0.25%

Shares22.4K

Event2026-06-30

Filed2026-08-03

LRCX

LAM RESEARCH CORP

-2.47%

Shares7.9K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

-2.65%

Shares8.8K

Event2026-06-30

Filed2026-08-03

XLF

SELECT SECTOR SPDR TR

-0.36%

Shares58.1K

Event2026-06-30

Filed2026-08-03

LLY

LILLY ELI & CO

-0.92%

Shares2.4K

Event2026-06-30

Filed2026-08-03

RSP

INVESCO EXCHANGE TRADED FD T

-0.78%

Shares12.8K

Event2026-06-30

Filed2026-08-03

SNDK

SANDISK CORP

-0.45%

Shares1.1K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC.

-6.26%

Shares6.7K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON.COM INC

0.00%

Shares9.2K

Event2026-06-30

Filed2026-08-03

WDC

WESTERN DIGITAL CORP

-0.45%

Shares3.4K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

294.86%

Shares26.0K

Event2026-06-30

Filed2026-08-03

SPSB

SPDR SER TR

-0.09%

Shares64.4K

Event2026-06-30

Filed2026-08-03

SELECT SECTOR SPDR TR

0.58%

Shares41.1K

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC

0.03%

Shares15.8K

Event2026-06-30

Filed2026-08-03

SCHA

SCHWAB STRATEGIC TR

-1.17%

Shares47.1K

Event2026-06-30

Filed2026-08-03

JPST

J P MORGAN EXCHANGE TRADED F

10.78%

Shares30.9K

Event2026-06-30

Filed2026-08-03

SLYV

SPDR SER TR

-1.73%

Shares14.2K

Event2026-06-30

Filed2026-08-03

SPAB

SPDR SER TR

-0.54%

Shares60.4K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CO

-1.54%

Shares1.6K

Event2026-06-30

Filed2026-08-03

CWI

SPDR INDEX SHS FDS

-1.37%

Shares36.3K

Event2026-06-30

Filed2026-08-03

SPLV

INVESCO EXCH TRADED FD TR II

-0.78%

Shares18.0K

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-03

PARKER-HANNIFIN CORP

-5.19%

Shares1.3K

Event2026-06-30

Filed2026-08-03

NETFLIX INC

-0.57%

Shares17.4K

Event2026-06-30

Filed2026-08-03

INTC

INTEL CORP

-4.31%

Shares8.9K

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

0.29%

Shares4.8K

Event2026-06-30

Filed2026-08-03

MICRON TECHNOLOGY INC

-22.47%

Shares1.0K

Event2026-06-30

Filed2026-08-03

VLO

VALERO ENERGY CORP

-2.16%

Shares4.5K

Event2026-06-30

Filed2026-08-03

HTRB

HARTFORD FDS EXCHANGE TRADED

3.25%

Shares34.9K

Event2026-06-30

Filed2026-08-03

UNITEDHEALTH GROUP INC

-2.72%

Shares2.8K

Event2026-06-30

Filed2026-08-03

TJX

TJX COS INC NEW

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-03

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-03

ORACLE CORP

-0.73%

Shares6.8K

Event2026-06-30

Filed2026-08-03

CAT

CATERPILLAR INC

0.00%

Shares913

Event2026-06-30

Filed2026-08-03

FIXD

FIRST TR EXCHNG TRADED FD VI

5.19%

Shares21.9K

Event2026-06-30

Filed2026-08-03

COR

CENCORA INC

-3.33%

Shares2.9K

Event2026-06-30

Filed2026-08-03

NEXTERA ENERGY INC

New

Shares9.1K

Event2026-06-30

Filed2026-08-03

CWB

SPDR SER TR

0.00%

Shares7.4K

Event2026-06-30

Filed2026-08-03

JEPI

J P MORGAN EXCHANGE TRADED F

3.78%

Shares14.0K

Event2026-06-30

Filed2026-08-03

COF

CAPITAL ONE FINL CORP

-0.08%

Shares3.7K

Event2026-06-30

Filed2026-08-03

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-08-03

VISA INC

-0.46%

Shares2.2K

Event2026-06-30

Filed2026-08-03

BND

VANGUARD BD INDEX FDS

6.01%

Shares9.8K

Event2026-06-30

Filed2026-08-03

SPTM

SPDR SER TR

6.29%

Shares7.7K

Event2026-06-30

Filed2026-08-03

VGIT

VANGUARD SCOTTSDALE FDS

-1.36%

Shares11.7K

Event2026-06-30

Filed2026-08-03

LOW

LOWES COMPANIES INC

0.03%

Shares3.1K

Event2026-06-30

Filed2026-08-03

RTX CORP

0.03%

Shares3.5K

Event2026-06-30

Filed2026-08-03

WPC

WP CAREY INC

0.00%

Shares9.3K

Event2026-06-30

Filed2026-08-03

COCA-COLA CO

-0.20%

Shares8.0K

Event2026-06-30

Filed2026-08-03

SPMD

SPDR SER TR

0.03%

Shares9.5K

Event2026-06-30

Filed2026-08-03

SPBO

SPDR SER TR

8.31%

Shares21.8K

Event2026-06-30

Filed2026-08-03

XEL

XCEL ENERGY INC

0.00%

Shares7.9K

Event2026-06-30

Filed2026-08-03

SCHD

SCHWAB STRATEGIC TR

79.83%

Shares19.9K

Event2026-06-30

Filed2026-08-03

VYM

VANGUARD WHITEHALL FDS

3.09%

Shares3.9K

Event2026-06-30

Filed2026-08-03

CISCO SYSTEMS INC

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-03

SCHP

SCHWAB STRATEGIC TR

-0.47%

Shares22.2K

Event2026-06-30

Filed2026-08-03

FDX

FEDEX CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-03

SCHZ

SCHWAB STRATEGIC TR

-0.49%

Shares25.1K

Event2026-06-30

Filed2026-08-03

ITW

ILLINOIS TOOL WORKS

-4.44%

Shares2.1K

Event2026-06-30

Filed2026-08-03

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares16.0K

Event2026-06-30

Filed2026-08-03

YEAR

AB ACTIVE ETFS INC

10.35%

Shares11.4K

Event2026-06-30

Filed2026-08-03

HOME DEPOT INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-03

SDVY

FIRST TR EXCHANGE-TRADED FD

0.84%

Shares12.1K

Event2026-06-30

Filed2026-08-03

BANK NEW YORK MELLON CORP

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-03

RDVY

FIRST TR EXCHANGE-TRADED FD

-1.41%

Shares6.3K

Event2026-06-30

Filed2026-08-03

GE AEROSPACE

New

Shares1.3K

Event2026-06-30

Filed2026-08-03

PROCTER AND GAMBLE CO

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-03

QUANTA SVCS INC

New

Shares678

Event2026-06-30

Filed2026-08-03

SPSM

SPDR SER TR

0.02%

Shares8.4K

Event2026-06-30

Filed2026-08-03

DKS

DICKS SPORTING GOODS

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-03

PEP

PEPSICO INC

-8.26%

Shares3.6K

Event2026-06-30

Filed2026-08-03

XLE

SELECT SECTOR SPDR TR

2.78%

Shares9.0K

Event2026-06-30

Filed2026-08-03

PHILIP MORRIS INTL INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-03

FEGE

RBB FUND TRUST

20.11%

Shares9.6K

Event2026-06-30

Filed2026-08-03

SPDR SER TR

-1.18%

Shares5.3K

Event2026-06-30

Filed2026-08-03

FWD

AB ACTIVE ETFS INC

13.53%

Shares3.1K

Event2026-06-30

Filed2026-08-03

CVX

CHEVRON CORP NEW

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-03

ERIE

ERIE INDEMNITY CO

-5.10%

Shares1.9K

Event2026-06-30

Filed2026-08-03

SLYG

SPDR SER TR

-5.08%

Shares3.7K

Event2026-06-30

Filed2026-08-03

UHS

UNIVERSAL HLTH SVCS INC

-6.56%

Shares2.9K

Event2026-06-30

Filed2026-08-03

FLRN

SPDR SER TR

0.00%

Shares13.6K

Event2026-06-30

Filed2026-08-03

VOO

VANGUARD INDEX FDS

0.00%

Shares592

Event2026-06-30

Filed2026-08-03

TSM

TAIWAN SEMICONDUCTOR MFG LTD

0.00%

Shares837

Event2026-06-30

Filed2026-08-03

USB

US BANCORP DEL

0.05%

Shares6.6K

Event2026-06-30

Filed2026-08-03

AFL

AFLAC INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-03

SCHH

SCHWAB STRATEGIC TR

-1.00%

Shares16.6K

Event2026-06-30

Filed2026-08-03

GEV

GE VERNOVA INC

New

Shares332

Event2026-06-30

Filed2026-08-03

LMBS

FIRST TR EXCHANGE-TRADED FD

-0.59%

Shares7.8K

Event2026-06-30

Filed2026-08-03

NVS

NOVARTIS AG

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-03

NVO

NOVO-NORDISK A S

3.94%

Shares7.9K

Event2026-06-30

Filed2026-08-03

ABBVIE INC

1.57%

Shares1.5K

Event2026-06-30

Filed2026-08-03

VCIT

VANGUARD SCOTTSDALE FDS

1.23%

Shares4.5K

Event2026-06-30

Filed2026-08-03

CAH

CARDINAL HEALTH INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-03

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares1.2K

Event2026-06-30

Filed2026-08-03

CONSTELLATION BRAND

-0.04%

Shares2.5K

Event2026-06-30

Filed2026-08-03

MRK

MERCK & CO. INC.

0.22%

Shares2.7K

Event2026-06-30

Filed2026-08-03

SPYG

SPDR SER TR

0.14%

Shares2.9K

Event2026-06-30

Filed2026-08-03

VERIZON COMMUNICATIONS INC

-0.29%

Shares8.2K

Event2026-06-30

Filed2026-08-03

CDW

CDW CORP

-3.07%

Shares2.4K

Event2026-06-30

Filed2026-08-03

HIDV

AB ACTIVE ETFS INC

0.25%

Shares3.6K

Event2026-06-30

Filed2026-08-03

RIGS

ALPS ETF TR

0.04%

Shares14.0K

Event2026-06-30

Filed2026-08-03

WFC

WELLS FARGO & CO

0.11%

Shares3.8K

Event2026-06-30

Filed2026-08-03

3M CO

0.11%

Shares1.9K

Event2026-06-30

Filed2026-08-03

FDL

FIRST TR MORNINGSTAR DIVID L

-1.82%

Shares6.3K

Event2026-06-30

Filed2026-08-03

DIS

DISNEY WALT CO

-1.65%

Shares3.0K

Event2026-06-30

Filed2026-08-03

VGSH

VANGUARD SCOTTSDALE FDS

-2.02%

Shares4.8K

Event2026-06-30

Filed2026-08-03

CMCSA

COMCAST CORP

-1.74%

Shares11.3K

Event2026-06-30

Filed2026-08-03

EMR

EMERSON ELEC CO

-2.55%

Shares1.8K

Event2026-06-30

Filed2026-08-03

CVS

CVS HEALTH CORP

-3.91%

Shares2.5K

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

0.00%

Shares596

Event2026-06-30

Filed2026-08-03

BOEING CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-03

GOLDMAN SACHS GROUP INC

0.00%

Shares240

Event2026-06-30

Filed2026-08-03

ADP

AUTOMATIC DATA PROCESSING IN

10.47%

Shares1.1K

Event2026-06-30

Filed2026-08-03

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

-8.29%

Shares1.4K

Event2026-06-30

Filed2026-08-03

WISDOMTREE TR

New

Shares4.2K

Event2026-06-30

Filed2026-08-03

EXXON MOBIL CORP

-10.85%

Shares1.6K

Event2026-06-30

Filed2026-08-03

BALL

BALL CORP

-1.40%

Shares3.5K

Event2026-06-30

Filed2026-08-03

DAL

DELTA AIR LINES INC DEL

New

Shares2.3K

Event2026-06-30

Filed2026-08-03

APPLIED MATLS INC

New

Shares294

Event2026-06-30

Filed2026-08-03

LRGC

AB ACTIVE ETFS INC

New

Shares2.5K

Event2026-06-30

Filed2026-08-03

LOWV

AB ACTIVE ETFS INC

New

Shares2.6K

Event2026-06-30

Filed2026-08-03

XLP

SELECT SECTOR SPDR TR

New

Shares2.4K

Event2026-06-30

Filed2026-08-03

IAU

ISHARES GOLD TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-03

NKE

NIKE INC

-5.98%

Shares4.6K

Event2026-06-30

Filed2026-08-03

TOYOTA MOTOR CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-03

PFE

PFIZER INC

0.00%

Shares7.2K

Event2026-06-30

Filed2026-08-03

TOTL

SSGA ACTIVE ETF TR

0.02%

Shares4.1K

Event2026-06-30

Filed2026-08-03

MEDTRONIC PLC

-19.75%

Shares1.8K

Event2026-06-30

Filed2026-08-03

INGR

INGREDION INC

0.07%

Shares1.5K

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available