Sponsored

The Analysis of Legacy Wealth Management, LLC / MS's Holdings & P&L

Currently, Legacy Wealth Management, LLC / MS holds 114 types of securities in its portfolio with a total value $389.6M. In the most recent quarter, they have increased their positions in N/A (+124.4K shares, valued at $10.9M), N/A (+2.5K shares, valued at $1.8M), MU (+1.5K shares, valued at $1.7M); decreased their positions in IQV (-8.9K shares, valued at $1.7M), PANW (-4.1K shares, valued at $1.4M), NVDA (-6.9K shares, valued at $1.4M); initiated new positions in N/A (+2.5K shares, valued at $1.8M), SPFI (+38.5K shares, valued at $1.7M), WDC (+1.6K shares, valued at $1.0M).

1M P&L

+9.6M+4.06%

3M P&L

+11.4M+4.87%

HY P&L

+15.4M+6.69%

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

1Semiconductors78.7M

31.2%

2Consumer Electronics31.8M

12.6%

3Software - Infrastructure27.4M

10.9%

Top Industries by Stock Count

1N/A21 stocks

24.4%

2Asset Management6 stocks

7.0%

3Semiconductors5 stocks

5.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION359.7K shares-1.88%2026-06-302026-07-08

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T87.4K shares-0.30%2026-06-302026-07-08

AAPL APPLE INC109.8K shares0.56%2026-06-302026-07-08

SPDR SERIES TRUST SPDR SERIES TRUST303.0K shares69.69%2026-06-302026-07-08

MSFT MICROSOFT CORP45.1K shares-1.37%2026-06-302026-07-08

GOOGL ALPHABET INC40.4K shares-7.08%2026-06-302026-07-08

PANW PALO ALTO NETWORKS INC30.2K shares-11.96%2026-06-302026-07-08

WMT WALMART INC71.9K shares-8.79%2026-06-302026-07-08

Sponsored

AMZN AMAZON COM INC28.6K shares-5.13%2026-06-302026-07-08

RTX CORPORATION RTX CORPORATION35.9K shares-0.66%2026-06-302026-07-08

AVDE AMERICAN CENTY ETF TR71.8K shares9.70%2026-06-302026-07-08

VISA INC VISA INC17.7K shares-14.38%2026-06-302026-07-08

TJX TJX COS INC NEW33.1K shares-11.70%2026-06-302026-07-08

VANGUARD INDEX FDS VANGUARD INDEX FDS11.8K shares-0.04%2026-06-302026-07-08

GOOG ALPHABET INC12.2K shares-3.41%2026-06-302026-07-08

MU MICRON TECHNOLOGY INC3.5K shares73.30%2026-06-302026-07-08

Sponsored

AVDV AMERICAN CENTY ETF TR37.4K shares18.92%2026-06-302026-07-08

LHX L3HARRIS TECHNOLOGIES INC12.0K shares-9.33%2026-06-302026-07-08

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION3.7K shares-0.91%2026-06-302026-07-08

BAC BANK OF AMER CORP59.2K shares-1.66%2026-06-302026-07-08

CHUBB LIMITED CHUBB LIMITED9.8K shares-16.35%2026-06-302026-07-08

BROADCOM INC BROADCOM INC8.7K shares7.31%2026-06-302026-07-08

JPMORGAN CHASE & CO JPMORGAN CHASE & CO9.9K shares-20.35%2026-06-302026-07-08

META PLATFORMS INC META PLATFORMS INC5.5K shares8.49%2026-06-302026-07-08

Sponsored

AJG GALLAGHER ARTHUR J & CO10.5K shares-21.87%2026-06-302026-07-08

HUBB HUBBELL INC4.4K shares-1.46%2026-06-302026-07-08

SYK STRYKER CORPORATION7.3K shares-16.08%2026-06-302026-07-08

TMO THERMO FISHER SCIENTIFIC INC4.2K shares-31.27%2026-06-302026-07-08

IEX IDEX CORP8.8K shares-2.45%2026-06-302026-07-08

BSCT INVESCO EXCH TRD SLF IDX FD99.0K shares-2.99%2026-06-302026-07-08

BSX BOSTON SCIENTIFIC CORP42.7K shares-17.84%2026-06-302026-07-08

RSP INVESCO EXCHANGE TRADED FD T8.6K shares8.45%2026-06-302026-07-08

Sponsored

ABT ABBOTT LABORATORIES19.7K shares-17.50%2026-06-302026-07-08

APPLIED MATLS INC APPLIED MATLS INC2.5K sharesnew addition2026-06-302026-07-08

DHR DANAHER CORP DEL9.2K shares-13.04%2026-06-302026-07-08

EXXON MOBIL CORP EXXON MOBIL CORP12.4K shares-0.16%2026-06-302026-07-08

LOW LOWES COS INC7.7K shares0.21%2026-06-302026-07-08

SPFI SOUTH PLAINS FINANCIAL INC38.5K sharesnew addition2026-06-302026-07-08

UNP UNION PAC CORP5.6K shares-13.78%2026-06-302026-07-08

IQV IQVIA HLDGS INC7.8K shares-53.54%2026-06-302026-07-08

Sponsored

INTC INTEL CORP10.4K shares47.62%2026-06-302026-07-08

LRCX LAM RESEARCH CORP3.1K shares65.11%2026-06-302026-07-08

EQH EQUITABLE HLDGS INC29.2K shares-25.48%2026-06-302026-07-08

TSLA TESLA INC3.0K shares-25.89%2026-06-302026-07-08

VOO VANGUARD INDEX FDS1.6K shares0.00%2026-06-302026-07-08

GEV GE VERNOVA INC884 shares5.36%2026-06-302026-07-08

WDC WESTERN DIGITAL CORP1.6K sharesnew addition2026-06-302026-07-08

T AT&T INC49.0K shares-7.18%2026-06-302026-07-08

Sponsored

BSCV INVESCO EXCH TRD SLF IDX FD61.1K shares22.87%2026-06-302026-07-08

COP CONOCOPHILLIPS9.3K shares-8.59%2026-06-302026-07-08

HONEYWELL INTL INC HONEYWELL INTL INC4.2K sharesnew addition2026-06-302026-07-08

BSCS INVESCO EXCH TRD SLF IDX FD45.8K shares-1.60%2026-06-302026-07-08

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.2K shares-43.50%2026-06-302026-07-08

CVX CHEVRON CORPORATION5.4K shares-13.39%2026-06-302026-07-08

CAT CATERPILLAR INC843 sharesnew addition2026-06-302026-07-08

FREEPORT MCMORAN INC FREEPORT MCMORAN INC13.9K shares151.89%2026-06-302026-07-08

Sponsored

AMD ADVANCED MICRO DEVICES INC1.5K sharesnew addition2026-06-302026-07-08

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.9K sharesnew addition2026-06-302026-07-08

SERVICENOW INC SERVICENOW INC8.1K shares-3.10%2026-06-302026-07-08

OEF ISHARES TR2.2K shares0.05%2026-06-302026-07-08

VGT VANGUARD WORLD FD6.4K shares700.50%2026-06-302026-07-08

TSME THRIVENT ETF TRUST14.5K shares0.00%2026-06-302026-07-08

LIN LINDE PLC1.4K shares0.91%2026-06-302026-07-08

CHI CALAMOS CONV OPPORTUNITIES &55.1K shares0.31%2026-06-302026-07-08

Sponsored

AMGN AMGEN INC2.0K shares0.41%2026-06-302026-07-08

CHY CALAMOS CONV & HIGH INCOME F51.3K shares0.33%2026-06-302026-07-08

BSCU INVESCO EXCH TRD SLF IDX FD41.8K shares21.59%2026-06-302026-07-08

BX BLACKSTONE INC5.7K shares43.59%2026-06-302026-07-08

FTV FORTIVE CORP10.7K shares-19.30%2026-06-302026-07-08

ISRG INTUITIVE SURGICAL INC1.6K shares-36.40%2026-06-302026-07-08

FITB FIFTH THIRD BANCORP10.9K sharesnew addition2026-06-302026-07-08

CISCO SYS INC CISCO SYS INC5.0K shares-0.99%2026-06-302026-07-08

Sponsored

BLK BLACKROCK INC605 shares0.00%2026-06-302026-07-08

BSCW INVESCO EXCH TRD SLF IDX FD25.1K shares75.75%2026-06-302026-07-08

MCD MCDONALDS CORP1.9K shares-65.41%2026-06-302026-07-08

VRT VERTIV HOLDINGS CO1.4K shares1.20%2026-06-302026-07-08

TRMK TRUSTMARK CORP10.3K shares0.00%2026-06-302026-07-08

KKR KKR & CO INC5.0K shares0.00%2026-06-302026-07-08

LDOS LEIDOS HOLDINGS INC4.3K shares0.00%2026-06-302026-07-08

LLY ELI LILLY & CO369 shares8.85%2026-06-302026-07-08

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F7.0K shares0.00%2026-06-302026-07-08

NEXTERA ENERGY INC NEXTERA ENERGY INC4.8K shares0.34%2026-06-302026-07-08

DAL DELTA AIR LINES INC4.4K sharesnew addition2026-06-302026-07-08

HD HOME DEPOT INC1.1K shares0.79%2026-06-302026-07-08

YMAX TIDAL TRUST II48.3K shares107.49%2026-06-302026-07-08

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC511 sharesnew addition2026-06-302026-07-08

AVY AVERY DENNISON CORP2.2K shares0.00%2026-06-302026-07-08

IWR ISHARES TR3.3K shares0.09%2026-06-302026-07-08

Sponsored

BKR BAKER HUGHES COMPANY6.5K shares15.25%2026-06-302026-07-08

IWB ISHARES TR875 shares-2.78%2026-06-302026-07-08

BSCR INVESCO EXCH TRD SLF IDX FD18.1K shares-0.20%2026-06-302026-07-08

JEPI J P MORGAN EXCHANGE TRADED F6.3K shares0.00%2026-06-302026-07-08

JNJ JOHNSON & JOHNSON1.4K shares1.42%2026-06-302026-07-08

KDP KEURIG DR PEPPER INC10.5K shares-43.03%2026-06-302026-07-08

EGP EASTGROUP PPTYS INC1.7K shares0.79%2026-06-302026-07-08

BRK.B BERKSHIRE HATHAWAY INC DEL668 shares-54.50%2026-06-302026-07-08

Sponsored

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V1.2K shares0.00%2026-06-302026-07-08

FTNT FORTINET INC2.0K sharesnew addition2026-06-302026-07-08

ASTRAZENECA PLC ASTRAZENECA PLC1.6K sharesnew addition2026-06-302026-07-08

ORACLE CORP ORACLE CORP2.1K shares7.69%2026-06-302026-07-08

QQQ INVESCO QQQ TR403 shares0.00%2026-06-302026-07-08

MAS MASCO CORP3.6K sharesnew addition2026-06-302026-07-08

LEN LENNAR CORP3.3K sharesnew addition2026-06-302026-07-08

ADI ANALOG DEVICES INC708 shares0.00%2026-06-302026-07-08

Sponsored

SPTM SPDR SERIES TRUST3.0K shares0.27%2026-06-302026-07-08

ZOETIS INC ZOETIS INC3.6K shares-50.40%2026-06-302026-07-08

ABBVIE INC ABBVIE INC1.0K shares8.57%2026-06-302026-07-08

CI THE CIGNA GROUP907 shares9.28%2026-06-302026-07-08

MLPA GLOBAL X FDS4.7K shares0.00%2026-06-302026-07-08

IWM ISHARES TR778 sharesnew addition2026-06-302026-07-08

AME AMETEK INC950 shares-65.45%2026-06-302026-07-08

GS GOLDMAN SACHS GROUP INC203 sharesnew addition2026-06-302026-07-08

Sponsored

S&P GLOBAL INC S&P GLOBAL INC500 shares0.00%2026-06-302026-07-08

GABELLI EQUITY TR INC GABELLI EQUITY TR INC32.2K shares1.12%2026-06-302026-07-08

NVDA

NVIDIA CORPORATION

-1.88%

Shares359.7K

Event2026-06-30

Filed2026-07-08

STATE STR SPDR S&P 500 ETF T

-0.30%

Shares87.4K

Event2026-06-30

Filed2026-07-08

AAPL

APPLE INC

0.56%

Shares109.8K

Event2026-06-30

Filed2026-07-08

SPDR SERIES TRUST

69.69%

Shares303.0K

Event2026-06-30

Filed2026-07-08

MSFT

MICROSOFT CORP

-1.37%

Shares45.1K

Event2026-06-30

Filed2026-07-08

GOOGL

ALPHABET INC

-7.08%

Shares40.4K

Event2026-06-30

Filed2026-07-08

PANW

PALO ALTO NETWORKS INC

-11.96%

Shares30.2K

Event2026-06-30

Filed2026-07-08

WMT

WALMART INC

-8.79%

Shares71.9K

Event2026-06-30

Filed2026-07-08

AMZN

AMAZON COM INC

-5.13%

Shares28.6K

Event2026-06-30

Filed2026-07-08

RTX CORPORATION

-0.66%

Shares35.9K

Event2026-06-30

Filed2026-07-08

AVDE

AMERICAN CENTY ETF TR

9.70%

Shares71.8K

Event2026-06-30

Filed2026-07-08

VISA INC

-14.38%

Shares17.7K

Event2026-06-30

Filed2026-07-08

TJX

TJX COS INC NEW

-11.70%

Shares33.1K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

-0.04%

Shares11.8K

Event2026-06-30

Filed2026-07-08

GOOG

ALPHABET INC

-3.41%

Shares12.2K

Event2026-06-30

Filed2026-07-08

MICRON TECHNOLOGY INC

73.30%

Shares3.5K

Event2026-06-30

Filed2026-07-08

AVDV

AMERICAN CENTY ETF TR

18.92%

Shares37.4K

Event2026-06-30

Filed2026-07-08

LHX

L3HARRIS TECHNOLOGIES INC

-9.33%

Shares12.0K

Event2026-06-30

Filed2026-07-08

COSTCO WHOLESALE CORPORATION

-0.91%

Shares3.7K

Event2026-06-30

Filed2026-07-08

BAC

BANK OF AMER CORP

-1.66%

Shares59.2K

Event2026-06-30

Filed2026-07-08

CHUBB LIMITED

-16.35%

Shares9.8K

Event2026-06-30

Filed2026-07-08

BROADCOM INC

7.31%

Shares8.7K

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO

-20.35%

Shares9.9K

Event2026-06-30

Filed2026-07-08

META PLATFORMS INC

8.49%

Shares5.5K

Event2026-06-30

Filed2026-07-08

AJG

GALLAGHER ARTHUR J & CO

-21.87%

Shares10.5K

Event2026-06-30

Filed2026-07-08

HUBB

HUBBELL INC

-1.46%

Shares4.4K

Event2026-06-30

Filed2026-07-08

SYK

STRYKER CORPORATION

-16.08%

Shares7.3K

Event2026-06-30

Filed2026-07-08

TMO

THERMO FISHER SCIENTIFIC INC

-31.27%

Shares4.2K

Event2026-06-30

Filed2026-07-08

IEX

IDEX CORP

-2.45%

Shares8.8K

Event2026-06-30

Filed2026-07-08

BSCT

INVESCO EXCH TRD SLF IDX FD

-2.99%

Shares99.0K

Event2026-06-30

Filed2026-07-08

BSX

BOSTON SCIENTIFIC CORP

-17.84%

Shares42.7K

Event2026-06-30

Filed2026-07-08

RSP

INVESCO EXCHANGE TRADED FD T

8.45%

Shares8.6K

Event2026-06-30

Filed2026-07-08

ABT

ABBOTT LABORATORIES

-17.50%

Shares19.7K

Event2026-06-30

Filed2026-07-08

APPLIED MATLS INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-08

DHR

DANAHER CORP DEL

-13.04%

Shares9.2K

Event2026-06-30

Filed2026-07-08

EXXON MOBIL CORP

-0.16%

Shares12.4K

Event2026-06-30

Filed2026-07-08

LOW

LOWES COS INC

0.21%

Shares7.7K

Event2026-06-30

Filed2026-07-08

SPFI

SOUTH PLAINS FINANCIAL INC

New

Shares38.5K

Event2026-06-30

Filed2026-07-08

UNP

UNION PAC CORP

-13.78%

Shares5.6K

Event2026-06-30

Filed2026-07-08

IQV

IQVIA HLDGS INC

-53.54%

Shares7.8K

Event2026-06-30

Filed2026-07-08

INTC

INTEL CORP

47.62%

Shares10.4K

Event2026-06-30

Filed2026-07-08

LRCX

LAM RESEARCH CORP

65.11%

Shares3.1K

Event2026-06-30

Filed2026-07-08

EQH

EQUITABLE HLDGS INC

-25.48%

Shares29.2K

Event2026-06-30

Filed2026-07-08

TSLA

TESLA INC

-25.89%

Shares3.0K

Event2026-06-30

Filed2026-07-08

VOO

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-08

GEV

GE VERNOVA INC

5.36%

Shares884

Event2026-06-30

Filed2026-07-08

WDC

WESTERN DIGITAL CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-08

AT&T INC

-7.18%

Shares49.0K

Event2026-06-30

Filed2026-07-08

BSCV

INVESCO EXCH TRD SLF IDX FD

22.87%

Shares61.1K

Event2026-06-30

Filed2026-07-08

COP

CONOCOPHILLIPS

-8.59%

Shares9.3K

Event2026-06-30

Filed2026-07-08

HONEYWELL INTL INC

New

Shares4.2K

Event2026-06-30

Filed2026-07-08

BSCS

INVESCO EXCH TRD SLF IDX FD

-1.60%

Shares45.8K

Event2026-06-30

Filed2026-07-08

UNITEDHEALTH GROUP INC

-43.50%

Shares2.2K

Event2026-06-30

Filed2026-07-08

CVX

CHEVRON CORPORATION

-13.39%

Shares5.4K

Event2026-06-30

Filed2026-07-08

CAT

CATERPILLAR INC

New

Shares843

Event2026-06-30

Filed2026-07-08

FREEPORT MCMORAN INC

151.89%

Shares13.9K

Event2026-06-30

Filed2026-07-08

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-08

HONEYWELL AEROSPACE INC

New

Shares3.9K

Event2026-06-30

Filed2026-07-08

SERVICENOW INC

-3.10%

Shares8.1K

Event2026-06-30

Filed2026-07-08

OEF

ISHARES TR

0.05%

Shares2.2K

Event2026-06-30

Filed2026-07-08

VGT

VANGUARD WORLD FD

700.50%

Shares6.4K

Event2026-06-30

Filed2026-07-08

TSME

THRIVENT ETF TRUST

0.00%

Shares14.5K

Event2026-06-30

Filed2026-07-08

LIN

LINDE PLC

0.91%

Shares1.4K

Event2026-06-30

Filed2026-07-08

CHI

CALAMOS CONV OPPORTUNITIES &

0.31%

Shares55.1K

Event2026-06-30

Filed2026-07-08

AMGN

AMGEN INC

0.41%

Shares2.0K

Event2026-06-30

Filed2026-07-08

CHY

CALAMOS CONV & HIGH INCOME F

0.33%

Shares51.3K

Event2026-06-30

Filed2026-07-08

BSCU

INVESCO EXCH TRD SLF IDX FD

21.59%

Shares41.8K

Event2026-06-30

Filed2026-07-08

BLACKSTONE INC

43.59%

Shares5.7K

Event2026-06-30

Filed2026-07-08

FTV

FORTIVE CORP

-19.30%

Shares10.7K

Event2026-06-30

Filed2026-07-08

ISRG

INTUITIVE SURGICAL INC

-36.40%

Shares1.6K

Event2026-06-30

Filed2026-07-08

FITB

FIFTH THIRD BANCORP

New

Shares10.9K

Event2026-06-30

Filed2026-07-08

CISCO SYS INC

-0.99%

Shares5.0K

Event2026-06-30

Filed2026-07-08

BLK

BLACKROCK INC

0.00%

Shares605

Event2026-06-30

Filed2026-07-08

BSCW

INVESCO EXCH TRD SLF IDX FD

75.75%

Shares25.1K

Event2026-06-30

Filed2026-07-08

MCD

MCDONALDS CORP

-65.41%

Shares1.9K

Event2026-06-30

Filed2026-07-08

VRT

VERTIV HOLDINGS CO

1.20%

Shares1.4K

Event2026-06-30

Filed2026-07-08

TRMK

TRUSTMARK CORP

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-08

KKR

KKR & CO INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-08

LDOS

LEIDOS HOLDINGS INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-08

LLY

ELI LILLY & CO

8.85%

Shares369

Event2026-06-30

Filed2026-07-08

J P MORGAN EXCHANGE TRADED F

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-08

NEXTERA ENERGY INC

0.34%

Shares4.8K

Event2026-06-30

Filed2026-07-08

DAL

DELTA AIR LINES INC

New

Shares4.4K

Event2026-06-30

Filed2026-07-08

HOME DEPOT INC

0.79%

Shares1.1K

Event2026-06-30

Filed2026-07-08

YMAX

TIDAL TRUST II

107.49%

Shares48.3K

Event2026-06-30

Filed2026-07-08

CROWDSTRIKE HLDGS INC

New

Shares511

Event2026-06-30

Filed2026-07-08

AVY

AVERY DENNISON CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-08

IWR

ISHARES TR

0.09%

Shares3.3K

Event2026-06-30

Filed2026-07-08

BKR

BAKER HUGHES COMPANY

15.25%

Shares6.5K

Event2026-06-30

Filed2026-07-08

IWB

ISHARES TR

-2.78%

Shares875

Event2026-06-30

Filed2026-07-08

BSCR

INVESCO EXCH TRD SLF IDX FD

-0.20%

Shares18.1K

Event2026-06-30

Filed2026-07-08

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-08

JNJ

JOHNSON & JOHNSON

1.42%

Shares1.4K

Event2026-06-30

Filed2026-07-08

KDP

KEURIG DR PEPPER INC

-43.03%

Shares10.5K

Event2026-06-30

Filed2026-07-08

EGP

EASTGROUP PPTYS INC

0.79%

Shares1.7K

Event2026-06-30

Filed2026-07-08

BRK.B

BERKSHIRE HATHAWAY INC DEL

-54.50%

Shares668

Event2026-06-30

Filed2026-07-08

NXP SEMICONDUCTORS N V

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

FTNT

FORTINET INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-08

ASTRAZENECA PLC

New

Shares1.6K

Event2026-06-30

Filed2026-07-08

ORACLE CORP

7.69%

Shares2.1K

Event2026-06-30

Filed2026-07-08

QQQ

INVESCO QQQ TR

0.00%

Shares403

Event2026-06-30

Filed2026-07-08

MAS

MASCO CORP

New

Shares3.6K

Event2026-06-30

Filed2026-07-08

LEN

LENNAR CORP

New

Shares3.3K

Event2026-06-30

Filed2026-07-08

ADI

ANALOG DEVICES INC

0.00%

Shares708

Event2026-06-30

Filed2026-07-08

SPTM

SPDR SERIES TRUST

0.27%

Shares3.0K

Event2026-06-30

Filed2026-07-08

ZOETIS INC

-50.40%

Shares3.6K

Event2026-06-30

Filed2026-07-08

ABBVIE INC

8.57%

Shares1.0K

Event2026-06-30

Filed2026-07-08

THE CIGNA GROUP

9.28%

Shares907

Event2026-06-30

Filed2026-07-08

MLPA

GLOBAL X FDS

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-08

IWM

ISHARES TR

New

Shares778

Event2026-06-30

Filed2026-07-08

AME

AMETEK INC

-65.45%

Shares950

Event2026-06-30

Filed2026-07-08

GOLDMAN SACHS GROUP INC

New

Shares203

Event2026-06-30

Filed2026-07-08

S&P GLOBAL INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-08

GABELLI EQUITY TR INC

1.12%

Shares32.2K

Event2026-06-30

Filed2026-07-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available