Sponsored

The Analysis of Legacy Wealth Partners, LLC's Holdings & P&L

Currently, Legacy Wealth Partners, LLC holds 189 types of securities in its portfolio with a total value $445.3M. In the most recent quarter, they have increased their positions in N/A (+13.7K shares, valued at $10.3M), USHY (+260.5K shares, valued at $9.6M), VO (+105.5K shares, valued at $8.5M); decreased their positions in SGOV (-228.7K shares, valued at $23.0M), VTV (-24.6K shares, valued at $5.4M), NVDA (-20.0K shares, valued at $4.0M); initiated new positions in USHY (+260.5K shares, valued at $9.6M), N/A (+51.5K shares, valued at $4.0M), IDHQ (+4.5K shares, valued at $3.3M).

1M P&L

-5.7M-1.99%

3M P&L

-937.1K-0.33%

HY P&L

-11.9M-4.05%

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/A257.7M

89.3%

2Semiconductors6.6M

2.3%

3Consumer Electronics4.1M

1.4%

Top Industries by Stock Count

1N/A121 stocks

74.2%

2Semiconductors4 stocks

2.5%

3Banks - Diversified3 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR83.0K shares19.78%2026-06-302026-07-22

ISHARES TR ISHARES TR479.0K shares-0.48%2026-06-302026-07-22

ISHARES TR ISHARES TR247.0K shares-9.69%2026-06-302026-07-22

VTV VANGUARD INDEX FDS91.7K shares-21.13%2026-06-302026-07-22

VOO VANGUARD INDEX FDS23.1K shares1.26%2026-06-302026-07-22

EEM ISHARES TR189.6K shares99.77%2026-06-302026-07-22

VB VANGUARD INDEX FDS39.1K shares0.25%2026-06-302026-07-22

VO VANGUARD INDEX FDS139.7K shares308.69%2026-06-302026-07-22

Sponsored

IUSB ISHARES TR240.0K shares10.07%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS137.2K shares1.46%2026-06-302026-07-22

USHY ISHARES TR260.5K sharesnew addition2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T12.1K shares24.78%2026-06-302026-07-22

IWM ISHARES TR24.1K shares108.59%2026-06-302026-07-22

HYG ISHARES TR87.5K shares2.92%2026-06-302026-07-22

AOR ISHARES TR98.0K shares1.83%2026-06-302026-07-22

VTEB VANGUARD MUN BD FDS106.5K shares2.40%2026-06-302026-07-22

Sponsored

XLSR SSGA ACTIVE TR79.2K shares7.32%2026-06-302026-07-22

NVDA NVIDIA CORPORATION25.0K shares-44.44%2026-06-302026-07-22

AOA ISHARES TR50.8K shares1.41%2026-06-302026-07-22

IAGG ISHARES TR93.2K shares-1.88%2026-06-302026-07-22

AAPL APPLE INC14.3K shares-6.05%2026-06-302026-07-22

PROSHARES TR PROSHARES TR51.5K sharesnew addition2026-06-302026-07-22

SPEM SPDR INDEX SHS FDS71.9K shares13.63%2026-06-302026-07-22

UWM PROSHARES TR55.3K shares85.63%2026-06-302026-07-22

Sponsored

SPDW SPDR INDEX SHS FDS68.8K shares-22.42%2026-06-302026-07-22

EET PROSHARES TR29.4K shares97.86%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F57.5K shares1.53%2026-06-302026-07-22

IDHQ INVESCO EXCH TRADED FD TR II4.5K sharesnew addition2026-06-302026-07-22

TIP ISHARES TR29.9K sharesnew addition2026-06-302026-07-22

BNDX VANGUARD CHARLOTTE FDS64.1K shares4.44%2026-06-302026-07-22

BSV VANGUARD BD INDEX FDS35.7K shares5.41%2026-06-302026-07-22

MSFT MICROSOFT CORP6.6K shares11.16%2026-06-302026-07-22

Sponsored

USDU WISDOMTREE TR85.7K shares20.53%2026-06-302026-07-22

PDBC INVESCO ACTVELY MNGD ETC FD143.7K shares-59.34%2026-06-302026-07-22

VRIG INVESCO ACTIVELY MANAGED EXC90.7K shares785.50%2026-06-302026-07-22

DXJ WISDOMTREE TR13.1K shares10.63%2026-06-302026-07-22

XBI SPDR SERIES TRUST14.2K shares4.67%2026-06-302026-07-22

IXJ ISHARES TR21.4K sharesnew addition2026-06-302026-07-22

SHV ISHARES TR18.0K shares22.75%2026-06-302026-07-22

FISR SSGA ACTIVE TR76.2K shares-17.65%2026-06-302026-07-22

Sponsored

EWW ISHARES INC25.7K sharesnew addition2026-06-302026-07-22

AMZN AMAZON COM INC8.1K shares22.86%2026-06-302026-07-22

XLE SELECT SECTOR SPDR TR35.4K shares17.87%2026-06-302026-07-22

VXF VANGUARD INDEX FDS7.5K shares0.71%2026-06-302026-07-22

EFA ISHARES TR17.7K shares-1.79%2026-06-302026-07-22

EWU ISHARES TR36.8K sharesnew addition2026-06-302026-07-22

JNK SPDR SERIES TRUST17.6K shares153.17%2026-06-302026-07-22

IYM ISHARES TR9.2K sharesnew addition2026-06-302026-07-22

Sponsored

SPSM SPDR SERIES TRUST27.7K shares-8.13%2026-06-302026-07-22

AOM ISHARES TR30.9K shares-0.43%2026-06-302026-07-22

CERY SPDR SERIES TRUST45.6K shares11.07%2026-06-302026-07-22

LLY ELI LILLY & CO1.2K shares0.16%2026-06-302026-07-22

DYNF BLACKROCK ETF TRUST21.2K shares14.63%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL2.9K shares18.66%2026-06-302026-07-22

VUG VANGUARD INDEX FDS16.6K shares527.99%2026-06-302026-07-22

SHY ISHARES TR17.1K shares-21.16%2026-06-302026-07-22

Sponsored

IVW ISHARES TR9.7K shares9.03%2026-06-302026-07-22

BIV VANGUARD BD INDEX FDS17.4K shares1.69%2026-06-302026-07-22

BIL SPDR SERIES TRUST14.4K shares283.14%2026-06-302026-07-22

IEMG ISHARES INC15.7K shares-14.21%2026-06-302026-07-22

VMBS VANGUARD SCOTTSDALE FDS27.0K shares1.15%2026-06-302026-07-22

SPMD SPDR SERIES TRUST18.5K shares8.43%2026-06-302026-07-22

VYLD JPMORGAN CHASE FINL CO LLC42.2K sharesnew addition2026-06-302026-07-22

BLV VANGUARD BD INDEX FDS18.1K shares3.24%2026-06-302026-07-22

Sponsored

GOOGL ALPHABET INC3.4K shares3.48%2026-06-302026-07-22

FLRN SPDR SERIES TRUST36.2K sharesnew addition2026-06-302026-07-22

IVE ISHARES TR4.9K shares-14.43%2026-06-302026-07-22

GSY INVESCO ACTIVELY MANAGED EXC22.1K shares58.26%2026-06-302026-07-22

GLD SPDR GOLD TR2.9K shares-28.02%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.2K shares1.75%2026-06-302026-07-22

BROADCOM INC BROADCOM INC2.7K shares-13.41%2026-06-302026-07-22

SPTL SPDR SERIES TRUST37.0K shares39.91%2026-06-302026-07-22

Sponsored

GWX SPDR INDEX SHS FDS21.7K shares8.65%2026-06-302026-07-22

IDEV ISHARES TR10.6K shares0.89%2026-06-302026-07-22

RSP INVESCO EXCHANGE TRADED FD T4.1K sharesnew addition2026-06-302026-07-22

AMD ADVANCED MICRO DEVICES INC1.4K shares-7.24%2026-06-302026-07-22

IJR ISHARES TR5.5K shares-4.04%2026-06-302026-07-22

AOK ISHARES TR18.3K shares3.76%2026-06-302026-07-22

BAI BLACKROCK ETF TRUST14.3K shares-2.48%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON3.0K shares-0.30%2026-06-302026-07-22

Sponsored

VEU VANGUARD INTL EQUITY INDEX F9.0K shares-1.08%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS2.0K shares17.22%2026-06-302026-07-22

GBIL GOLDMAN SACHS ETF TR7.4K shares0.16%2026-06-302026-07-22

MBB ISHARES TR7.6K shares6.78%2026-06-302026-07-22

SPDR SERIES TRUST SPDR SERIES TRUST8.2K shares103.37%2026-06-302026-07-22

SYY SYSCO CORP8.5K shares25.45%2026-06-302026-07-22

LRCX LAM RESEARCH CORP1.6K shares-3.43%2026-06-302026-07-22

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION745 shares-2.99%2026-06-302026-07-22

Sponsored

EFG ISHARES TR5.5K shares18.35%2026-06-302026-07-22

CLOI VANECK ETF TRUST12.9K sharesnew addition2026-06-302026-07-22

SPLB SPDR SERIES TRUST30.0K shares15.59%2026-06-302026-07-22

EMHC SPDR SERIES TRUST25.1K shares2.74%2026-06-302026-07-22

ISCB ISHARES TR8.5K shares-1.89%2026-06-302026-07-22

IJH ISHARES TR8.1K shares0.04%2026-06-302026-07-22

MANAGED PORTFOLIO SER MANAGED PORTFOLIO SER25.0K shares9.33%2026-06-302026-07-22

SGOV ISHARES TR6.1K shares-97.40%2026-06-302026-07-22

Sponsored

QLD PROSHARES TR6.2K sharesnew addition2026-06-302026-07-22

KLAC KLA CORP2.0K shares834.29%2026-06-302026-07-22

ABBVIE INC ABBVIE INC2.3K shares-10.81%2026-06-302026-07-22

JQUA J P MORGAN EXCHANGE TRADED F7.9K shares-0.03%2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP4.1K shares11.66%2026-06-302026-07-22

SRLN SSGA ACTIVE ETF TR13.8K shares9.45%2026-06-302026-07-22

KORP AMERICAN CENTY ETF TR11.8K shares1.08%2026-06-302026-07-22

ESGU ISHARES TR3.4K shares0.00%2026-06-302026-07-22

Sponsored

EFV ISHARES TR7.1K shares-44.87%2026-06-302026-07-22

MUB ISHARES TR5.1K shares-37.46%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC953 shares-6.48%2026-06-302026-07-22

GOVT ISHARES TR22.6K shares10.99%2026-06-302026-07-22

IDU ISHARES TR4.3K shares38.08%2026-06-302026-07-22

BSX BOSTON SCIENTIFIC CORP11.5K shares4.85%2026-06-302026-07-22

BLCR BLACKROCK ETF TRUST9.5K shares14.71%2026-06-302026-07-22

MTUM ISHARES TR1.4K shares-10.59%2026-06-302026-07-22

Sponsored

SSO PROSHARES TR7.0K shares-76.17%2026-06-302026-07-22

IBM INTERNATIONAL BUSINESS MACHS1.6K shares1.12%2026-06-302026-07-22

IWS ISHARES TR2.8K shares2.33%2026-06-302026-07-22

TLH ISHARES TR4.5K shares-10.59%2026-06-302026-07-22

J JACOBS SOLUTIONS INC3.6K shares0.00%2026-06-302026-07-22

GE GE AEROSPACE1.2K shares0.25%2026-06-302026-07-22

THRO BLACKROCK ETF TRUST10.2K shares-16.11%2026-06-302026-07-22

RTX CORPORATION RTX CORPORATION2.2K shares0.00%2026-06-302026-07-22

Sponsored

INTC INTEL CORP2.9K sharesnew addition2026-06-302026-07-22

ILCV ISHARES TR4.0K shares0.00%2026-06-302026-07-22

VOT VANGUARD INDEX FDS1.3K shares0.00%2026-06-302026-07-22

MUFG MITSUBISHI UFJ FINANCIAL GRO20.2K shares0.00%2026-06-302026-07-22

VOE VANGUARD INDEX FDS2.0K shares-1.66%2026-06-302026-07-22

XYL XYLEM INC3.3K shares-37.81%2026-06-302026-07-22

TIPX SPDR SERIES TRUST20.8K shares26.42%2026-06-302026-07-22

APPLIED MATLS INC APPLIED MATLS INC540 shares-10.00%2026-06-302026-07-22

Sponsored

CTAS CINTAS CORP2.3K shares-1.93%2026-06-302026-07-22

MO ALTRIA GROUP INC5.3K shares-0.47%2026-06-302026-07-22

VISA INC VISA INC1.1K shares-11.35%2026-06-302026-07-22

PFF ISHARES TR12.5K shares0.00%2026-06-302026-07-22

MU MICRON TECHNOLOGY INC327 sharesnew addition2026-06-302026-07-22

GEV GE VERNOVA INC320 shares-0.31%2026-06-302026-07-22

CORO BLACKROCK ETF TRUST10.1K sharesnew addition2026-06-302026-07-22

IEF ISHARES TR3.8K shares-82.48%2026-06-302026-07-22

Sponsored

LMT LOCKHEED MARTIN CORP685 shares-2.42%2026-06-302026-07-22

GOOG ALPHABET INC982 shares-4.38%2026-06-302026-07-22

BLACKROCK ETF TRUST BLACKROCK ETF TRUST12.3K sharesnew addition2026-06-302026-07-22

AON AON PLC1.0K shares0.00%2026-06-302026-07-22

WMT WALMART INC3.0K shares7.43%2026-06-302026-07-22

FLV AMERICAN CENTY ETF TR4.0K shares9.05%2026-06-302026-07-22

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL333 sharesnew addition2026-06-302026-07-22

EBND SPDR SERIES TRUST15.2K shares1.80%2026-06-302026-07-22

Sponsored

SCHX SCHWAB STRATEGIC TR10.8K shares0.24%2026-06-302026-07-22

CVX CHEVRON CORPORATION1.9K shares8.37%2026-06-302026-07-22

IBIT ISHARES BITCOIN TRUST ETF9.3K shares18.02%2026-06-302026-07-22

IDEF BLACKROCK ETF TRUST9.6K shares9.62%2026-06-302026-07-22

TT TRANE TECHNOLOGIES PLC621 shares1.97%2026-06-302026-07-22

MASTERCARD INCORPORATED MASTERCARD INCORPORATED584 shares-13.86%2026-06-302026-07-22

CISCO SYS INC CISCO SYS INC2.5K shares-14.00%2026-06-302026-07-22

HD HOME DEPOT INC838 shares-6.58%2026-06-302026-07-22

Sponsored

DUK DUKE ENERGY CORP NEW2.3K shares1.04%2026-06-302026-07-22

IYW ISHARES TR1.2K shares0.00%2026-06-302026-07-22

LVHI LEGG MASON ETF INVT7.1K sharesnew addition2026-06-302026-07-22

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II5.6K sharesnew addition2026-06-302026-07-22

ASHR DBX ETF TR7.5K sharesnew addition2026-06-302026-07-22

ARK ETF TR ARK ETF TR3.3K sharesnew addition2026-06-302026-07-22

IOO ISHARES TR2.0K sharesnew addition2026-06-302026-07-22

BSCY INVESCO EXCH TRD SLF IDX FD13.0K shares-20.41%2026-06-302026-07-22

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD13.6K shares-20.19%2026-06-302026-07-22

BSCQ INVESCO EXCH TRD SLF IDX FD13.7K shares-20.86%2026-06-302026-07-22

BSCU INVESCO EXCH TRD SLF IDX FD16.0K shares-20.64%2026-06-302026-07-22

BSCZ INVESCO EXCH TRD SLF IDX FD13.0K shares-20.31%2026-06-302026-07-22

BSCS INVESCO EXCH TRD SLF IDX FD13.0K shares-22.08%2026-06-302026-07-22

BSCT INVESCO EXCH TRD SLF IDX FD14.3K shares-19.85%2026-06-302026-07-22

BSCW INVESCO EXCH TRD SLF IDX FD12.9K shares-20.56%2026-06-302026-07-22

BSCV INVESCO EXCH TRD SLF IDX FD16.1K shares-19.95%2026-06-302026-07-22

Sponsored

BSCX INVESCO EXCH TRD SLF IDX FD12.5K shares-19.57%2026-06-302026-07-22

QUANTA SVCS INC QUANTA SVCS INC361 sharesnew addition2026-06-302026-07-22

IYE ISHARES TR4.6K shares-11.49%2026-06-302026-07-22

KO COCA COLA CO3.1K shares-7.85%2026-06-302026-07-22

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.5K sharesnew addition2026-06-302026-07-22

LMUB ISHARES TR4.9K sharesnew addition2026-06-302026-07-22

HSBC HSBC HLDGS PLC2.6K shares0.00%2026-06-302026-07-22

JPST J P MORGAN EXCHANGE TRADED F4.8K shares13.80%2026-06-302026-07-22

Sponsored

VCIT VANGUARD SCOTTSDALE FDS2.9K shares12.62%2026-06-302026-07-22

DAL DELTA AIR LINES INC2.5K sharesnew addition2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS1.0K shares0.00%2026-06-302026-07-22

CARR CARRIER GLOBAL CORPORATION3.1K sharesnew addition2026-06-302026-07-22

MCD MCDONALDS CORP833 shares-18.81%2026-06-302026-07-22

USB US BANCORP3.7K sharesnew addition2026-06-302026-07-22

T AT&T INC10.5K shares-3.25%2026-06-302026-07-22

BAC BANK OF AMER CORP3.8K sharesnew addition2026-06-302026-07-22

Sponsored

TJX TJX COS INC NEW1.4K shares-6.47%2026-06-302026-07-22

IWB ISHARES TR522 sharesnew addition2026-06-302026-07-22

TSLA TESLA INC508 sharesnew addition2026-06-302026-07-22

ALPS ETF TR ALPS ETF TR4.0K sharesnew addition2026-06-302026-07-22

F FORD MTR CO10.6K shares-8.28%2026-06-302026-07-22

ISHARES TR

19.78%

Shares83.0K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-0.48%

Shares479.0K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-9.69%

Shares247.0K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

-21.13%

Shares91.7K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

1.26%

Shares23.1K

Event2026-06-30

Filed2026-07-22

EEM

ISHARES TR

99.77%

Shares189.6K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.25%

Shares39.1K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

308.69%

Shares139.7K

Event2026-06-30

Filed2026-07-22

IUSB

ISHARES TR

10.07%

Shares240.0K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

1.46%

Shares137.2K

Event2026-06-30

Filed2026-07-22

USHY

ISHARES TR

New

Shares260.5K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

24.78%

Shares12.1K

Event2026-06-30

Filed2026-07-22

IWM

ISHARES TR

108.59%

Shares24.1K

Event2026-06-30

Filed2026-07-22

HYG

ISHARES TR

2.92%

Shares87.5K

Event2026-06-30

Filed2026-07-22

AOR

ISHARES TR

1.83%

Shares98.0K

Event2026-06-30

Filed2026-07-22

VTEB

VANGUARD MUN BD FDS

2.40%

Shares106.5K

Event2026-06-30

Filed2026-07-22

XLSR

SSGA ACTIVE TR

7.32%

Shares79.2K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

-44.44%

Shares25.0K

Event2026-06-30

Filed2026-07-22

AOA

ISHARES TR

1.41%

Shares50.8K

Event2026-06-30

Filed2026-07-22

IAGG

ISHARES TR

-1.88%

Shares93.2K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

-6.05%

Shares14.3K

Event2026-06-30

Filed2026-07-22

PROSHARES TR

New

Shares51.5K

Event2026-06-30

Filed2026-07-22

SPEM

SPDR INDEX SHS FDS

13.63%

Shares71.9K

Event2026-06-30

Filed2026-07-22

UWM

PROSHARES TR

85.63%

Shares55.3K

Event2026-06-30

Filed2026-07-22

SPDW

SPDR INDEX SHS FDS

-22.42%

Shares68.8K

Event2026-06-30

Filed2026-07-22

EET

PROSHARES TR

97.86%

Shares29.4K

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

1.53%

Shares57.5K

Event2026-06-30

Filed2026-07-22

IDHQ

INVESCO EXCH TRADED FD TR II

New

Shares4.5K

Event2026-06-30

Filed2026-07-22

TIP

ISHARES TR

New

Shares29.9K

Event2026-06-30

Filed2026-07-22

BNDX

VANGUARD CHARLOTTE FDS

4.44%

Shares64.1K

Event2026-06-30

Filed2026-07-22

BSV

VANGUARD BD INDEX FDS

5.41%

Shares35.7K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

11.16%

Shares6.6K

Event2026-06-30

Filed2026-07-22

USDU

WISDOMTREE TR

20.53%

Shares85.7K

Event2026-06-30

Filed2026-07-22

PDBC

INVESCO ACTVELY MNGD ETC FD

-59.34%

Shares143.7K

Event2026-06-30

Filed2026-07-22

VRIG

INVESCO ACTIVELY MANAGED EXC

785.50%

Shares90.7K

Event2026-06-30

Filed2026-07-22

DXJ

WISDOMTREE TR

10.63%

Shares13.1K

Event2026-06-30

Filed2026-07-22

XBI

SPDR SERIES TRUST

4.67%

Shares14.2K

Event2026-06-30

Filed2026-07-22

IXJ

ISHARES TR

New

Shares21.4K

Event2026-06-30

Filed2026-07-22

SHV

ISHARES TR

22.75%

Shares18.0K

Event2026-06-30

Filed2026-07-22

FISR

SSGA ACTIVE TR

-17.65%

Shares76.2K

Event2026-06-30

Filed2026-07-22

EWW

ISHARES INC

New

Shares25.7K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

22.86%

Shares8.1K

Event2026-06-30

Filed2026-07-22

XLE

SELECT SECTOR SPDR TR

17.87%

Shares35.4K

Event2026-06-30

Filed2026-07-22

VXF

VANGUARD INDEX FDS

0.71%

Shares7.5K

Event2026-06-30

Filed2026-07-22

EFA

ISHARES TR

-1.79%

Shares17.7K

Event2026-06-30

Filed2026-07-22

EWU

ISHARES TR

New

Shares36.8K

Event2026-06-30

Filed2026-07-22

JNK

SPDR SERIES TRUST

153.17%

Shares17.6K

Event2026-06-30

Filed2026-07-22

IYM

ISHARES TR

New

Shares9.2K

Event2026-06-30

Filed2026-07-22

SPSM

SPDR SERIES TRUST

-8.13%

Shares27.7K

Event2026-06-30

Filed2026-07-22

AOM

ISHARES TR

-0.43%

Shares30.9K

Event2026-06-30

Filed2026-07-22

CERY

SPDR SERIES TRUST

11.07%

Shares45.6K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

0.16%

Shares1.2K

Event2026-06-30

Filed2026-07-22

DYNF

BLACKROCK ETF TRUST

14.63%

Shares21.2K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

18.66%

Shares2.9K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

527.99%

Shares16.6K

Event2026-06-30

Filed2026-07-22

SHY

ISHARES TR

-21.16%

Shares17.1K

Event2026-06-30

Filed2026-07-22

IVW

ISHARES TR

9.03%

Shares9.7K

Event2026-06-30

Filed2026-07-22

BIV

VANGUARD BD INDEX FDS

1.69%

Shares17.4K

Event2026-06-30

Filed2026-07-22

BIL

SPDR SERIES TRUST

283.14%

Shares14.4K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

-14.21%

Shares15.7K

Event2026-06-30

Filed2026-07-22

VMBS

VANGUARD SCOTTSDALE FDS

1.15%

Shares27.0K

Event2026-06-30

Filed2026-07-22

SPMD

SPDR SERIES TRUST

8.43%

Shares18.5K

Event2026-06-30

Filed2026-07-22

VYLD

JPMORGAN CHASE FINL CO LLC

New

Shares42.2K

Event2026-06-30

Filed2026-07-22

BLV

VANGUARD BD INDEX FDS

3.24%

Shares18.1K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

3.48%

Shares3.4K

Event2026-06-30

Filed2026-07-22

FLRN

SPDR SERIES TRUST

New

Shares36.2K

Event2026-06-30

Filed2026-07-22

IVE

ISHARES TR

-14.43%

Shares4.9K

Event2026-06-30

Filed2026-07-22

GSY

INVESCO ACTIVELY MANAGED EXC

58.26%

Shares22.1K

Event2026-06-30

Filed2026-07-22

GLD

SPDR GOLD TR

-28.02%

Shares2.9K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

1.75%

Shares3.2K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

-13.41%

Shares2.7K

Event2026-06-30

Filed2026-07-22

SPTL

SPDR SERIES TRUST

39.91%

Shares37.0K

Event2026-06-30

Filed2026-07-22

GWX

SPDR INDEX SHS FDS

8.65%

Shares21.7K

Event2026-06-30

Filed2026-07-22

IDEV

ISHARES TR

0.89%

Shares10.6K

Event2026-06-30

Filed2026-07-22

RSP

INVESCO EXCHANGE TRADED FD T

New

Shares4.1K

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

-7.24%

Shares1.4K

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

-4.04%

Shares5.5K

Event2026-06-30

Filed2026-07-22

AOK

ISHARES TR

3.76%

Shares18.3K

Event2026-06-30

Filed2026-07-22

BAI

BLACKROCK ETF TRUST

-2.48%

Shares14.3K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

-0.30%

Shares3.0K

Event2026-06-30

Filed2026-07-22

VEU

VANGUARD INTL EQUITY INDEX F

-1.08%

Shares9.0K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

17.22%

Shares2.0K

Event2026-06-30

Filed2026-07-22

GBIL

GOLDMAN SACHS ETF TR

0.16%

Shares7.4K

Event2026-06-30

Filed2026-07-22

MBB

ISHARES TR

6.78%

Shares7.6K

Event2026-06-30

Filed2026-07-22

SPDR SERIES TRUST

103.37%

Shares8.2K

Event2026-06-30

Filed2026-07-22

SYY

SYSCO CORP

25.45%

Shares8.5K

Event2026-06-30

Filed2026-07-22

LRCX

LAM RESEARCH CORP

-3.43%

Shares1.6K

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

-2.99%

Shares745

Event2026-06-30

Filed2026-07-22

EFG

ISHARES TR

18.35%

Shares5.5K

Event2026-06-30

Filed2026-07-22

CLOI

VANECK ETF TRUST

New

Shares12.9K

Event2026-06-30

Filed2026-07-22

SPLB

SPDR SERIES TRUST

15.59%

Shares30.0K

Event2026-06-30

Filed2026-07-22

EMHC

SPDR SERIES TRUST

2.74%

Shares25.1K

Event2026-06-30

Filed2026-07-22

ISCB

ISHARES TR

-1.89%

Shares8.5K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

0.04%

Shares8.1K

Event2026-06-30

Filed2026-07-22

MANAGED PORTFOLIO SER

9.33%

Shares25.0K

Event2026-06-30

Filed2026-07-22

SGOV

ISHARES TR

-97.40%

Shares6.1K

Event2026-06-30

Filed2026-07-22

QLD

PROSHARES TR

New

Shares6.2K

Event2026-06-30

Filed2026-07-22

KLAC

KLA CORP

834.29%

Shares2.0K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

-10.81%

Shares2.3K

Event2026-06-30

Filed2026-07-22

JQUA

J P MORGAN EXCHANGE TRADED F

-0.03%

Shares7.9K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

11.66%

Shares4.1K

Event2026-06-30

Filed2026-07-22

SRLN

SSGA ACTIVE ETF TR

9.45%

Shares13.8K

Event2026-06-30

Filed2026-07-22

KORP

AMERICAN CENTY ETF TR

1.08%

Shares11.8K

Event2026-06-30

Filed2026-07-22

ESGU

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-22

EFV

ISHARES TR

-44.87%

Shares7.1K

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

-37.46%

Shares5.1K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

-6.48%

Shares953

Event2026-06-30

Filed2026-07-22

GOVT

ISHARES TR

10.99%

Shares22.6K

Event2026-06-30

Filed2026-07-22

IDU

ISHARES TR

38.08%

Shares4.3K

Event2026-06-30

Filed2026-07-22

BSX

BOSTON SCIENTIFIC CORP

4.85%

Shares11.5K

Event2026-06-30

Filed2026-07-22

BLCR

BLACKROCK ETF TRUST

14.71%

Shares9.5K

Event2026-06-30

Filed2026-07-22

MTUM

ISHARES TR

-10.59%

Shares1.4K

Event2026-06-30

Filed2026-07-22

SSO

PROSHARES TR

-76.17%

Shares7.0K

Event2026-06-30

Filed2026-07-22

IBM

INTERNATIONAL BUSINESS MACHS

1.12%

Shares1.6K

Event2026-06-30

Filed2026-07-22

IWS

ISHARES TR

2.33%

Shares2.8K

Event2026-06-30

Filed2026-07-22

TLH

ISHARES TR

-10.59%

Shares4.5K

Event2026-06-30

Filed2026-07-22

JACOBS SOLUTIONS INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-22

GE AEROSPACE

0.25%

Shares1.2K

Event2026-06-30

Filed2026-07-22

THRO

BLACKROCK ETF TRUST

-16.11%

Shares10.2K

Event2026-06-30

Filed2026-07-22

RTX CORPORATION

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

New

Shares2.9K

Event2026-06-30

Filed2026-07-22

ILCV

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-22

VOT

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-22

MUFG

MITSUBISHI UFJ FINANCIAL GRO

0.00%

Shares20.2K

Event2026-06-30

Filed2026-07-22

VOE

VANGUARD INDEX FDS

-1.66%

Shares2.0K

Event2026-06-30

Filed2026-07-22

XYL

XYLEM INC

-37.81%

Shares3.3K

Event2026-06-30

Filed2026-07-22

TIPX

SPDR SERIES TRUST

26.42%

Shares20.8K

Event2026-06-30

Filed2026-07-22

APPLIED MATLS INC

-10.00%

Shares540

Event2026-06-30

Filed2026-07-22

CTAS

CINTAS CORP

-1.93%

Shares2.3K

Event2026-06-30

Filed2026-07-22

ALTRIA GROUP INC

-0.47%

Shares5.3K

Event2026-06-30

Filed2026-07-22

VISA INC

-11.35%

Shares1.1K

Event2026-06-30

Filed2026-07-22

PFF

ISHARES TR

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-22

MICRON TECHNOLOGY INC

New

Shares327

Event2026-06-30

Filed2026-07-22

GEV

GE VERNOVA INC

-0.31%

Shares320

Event2026-06-30

Filed2026-07-22

CORO

BLACKROCK ETF TRUST

New

Shares10.1K

Event2026-06-30

Filed2026-07-22

IEF

ISHARES TR

-82.48%

Shares3.8K

Event2026-06-30

Filed2026-07-22

LMT

LOCKHEED MARTIN CORP

-2.42%

Shares685

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

-4.38%

Shares982

Event2026-06-30

Filed2026-07-22

BLACKROCK ETF TRUST

New

Shares12.3K

Event2026-06-30

Filed2026-07-22

AON

AON PLC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

7.43%

Shares3.0K

Event2026-06-30

Filed2026-07-22

FLV

AMERICAN CENTY ETF TR

9.05%

Shares4.0K

Event2026-06-30

Filed2026-07-22

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares333

Event2026-06-30

Filed2026-07-22

EBND

SPDR SERIES TRUST

1.80%

Shares15.2K

Event2026-06-30

Filed2026-07-22

SCHX

SCHWAB STRATEGIC TR

0.24%

Shares10.8K

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

8.37%

Shares1.9K

Event2026-06-30

Filed2026-07-22

IBIT

ISHARES BITCOIN TRUST ETF

18.02%

Shares9.3K

Event2026-06-30

Filed2026-07-22

IDEF

BLACKROCK ETF TRUST

9.62%

Shares9.6K

Event2026-06-30

Filed2026-07-22

TRANE TECHNOLOGIES PLC

1.97%

Shares621

Event2026-06-30

Filed2026-07-22

MASTERCARD INCORPORATED

-13.86%

Shares584

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

-14.00%

Shares2.5K

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

-6.58%

Shares838

Event2026-06-30

Filed2026-07-22

DUK

DUKE ENERGY CORP NEW

1.04%

Shares2.3K

Event2026-06-30

Filed2026-07-22

IYW

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

LVHI

LEGG MASON ETF INVT

New

Shares7.1K

Event2026-06-30

Filed2026-07-22

BLACKROCK ETF TRUST II

New

Shares5.6K

Event2026-06-30

Filed2026-07-22

ASHR

DBX ETF TR

New

Shares7.5K

Event2026-06-30

Filed2026-07-22

ARK ETF TR

New

Shares3.3K

Event2026-06-30

Filed2026-07-22

IOO

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-22

BSCY

INVESCO EXCH TRD SLF IDX FD

-20.41%

Shares13.0K

Event2026-06-30

Filed2026-07-22

BSCR

INVESCO EXCH TRD SLF IDX FD

-20.19%

Shares13.6K

Event2026-06-30

Filed2026-07-22

BSCQ

INVESCO EXCH TRD SLF IDX FD

-20.86%

Shares13.7K

Event2026-06-30

Filed2026-07-22

BSCU

INVESCO EXCH TRD SLF IDX FD

-20.64%

Shares16.0K

Event2026-06-30

Filed2026-07-22

BSCZ

INVESCO EXCH TRD SLF IDX FD

-20.31%

Shares13.0K

Event2026-06-30

Filed2026-07-22

BSCS

INVESCO EXCH TRD SLF IDX FD

-22.08%

Shares13.0K

Event2026-06-30

Filed2026-07-22

BSCT

INVESCO EXCH TRD SLF IDX FD

-19.85%

Shares14.3K

Event2026-06-30

Filed2026-07-22

BSCW

INVESCO EXCH TRD SLF IDX FD

-20.56%

Shares12.9K

Event2026-06-30

Filed2026-07-22

BSCV

INVESCO EXCH TRD SLF IDX FD

-19.95%

Shares16.1K

Event2026-06-30

Filed2026-07-22

BSCX

INVESCO EXCH TRD SLF IDX FD

-19.57%

Shares12.5K

Event2026-06-30

Filed2026-07-22

QUANTA SVCS INC

New

Shares361

Event2026-06-30

Filed2026-07-22

IYE

ISHARES TR

-11.49%

Shares4.6K

Event2026-06-30

Filed2026-07-22

COCA COLA CO

-7.85%

Shares3.1K

Event2026-06-30

Filed2026-07-22

SPACE EXPLORATION TECHN CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-22

LMUB

ISHARES TR

New

Shares4.9K

Event2026-06-30

Filed2026-07-22

HSBC

HSBC HLDGS PLC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-22

JPST

J P MORGAN EXCHANGE TRADED F

13.80%

Shares4.8K

Event2026-06-30

Filed2026-07-22

VCIT

VANGUARD SCOTTSDALE FDS

12.62%

Shares2.9K

Event2026-06-30

Filed2026-07-22

DAL

DELTA AIR LINES INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

CARR

CARRIER GLOBAL CORPORATION

New

Shares3.1K

Event2026-06-30

Filed2026-07-22

MCD

MCDONALDS CORP

-18.81%

Shares833

Event2026-06-30

Filed2026-07-22

USB

US BANCORP

New

Shares3.7K

Event2026-06-30

Filed2026-07-22

AT&T INC

-3.25%

Shares10.5K

Event2026-06-30

Filed2026-07-22

BAC

BANK OF AMER CORP

New

Shares3.8K

Event2026-06-30

Filed2026-07-22

TJX

TJX COS INC NEW

-6.47%

Shares1.4K

Event2026-06-30

Filed2026-07-22

IWB

ISHARES TR

New

Shares522

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

New

Shares508

Event2026-06-30

Filed2026-07-22

ALPS ETF TR

New

Shares4.0K

Event2026-06-30

Filed2026-07-22

FORD MTR CO

-8.28%

Shares10.6K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available