Sponsored

The Analysis of LGT Financial Advisors LLC's Holdings & P&L

Currently, LGT Financial Advisors LLC holds 223 types of securities in its portfolio with a total value $18.9M. In the most recent quarter, they have increased their positions in FBCG (+7.0K shares, valued at $433.2K), N/A (+508 shares, valued at $127.8K), WING (+500 shares, valued at $86.7K); decreased their positions in JEPI (-4.8K shares, valued at $271.3K), MSFT (-269 shares, valued at $100.4K), MBB (-313 shares, valued at $29.6K); initiated new positions in FBCG (+7.0K shares, valued at $433.2K), WING (+500 shares, valued at $86.7K), N/A (+398 shares, valued at $68.0K).

1M P&L

+121.7K+0.87%

3M P&L

+704.0K+5.27%

HY P&L

+1.1M+8.84%

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/A6.7M

47.7%

2Consumer Electronics1.3M

9.6%

3Software - Infrastructure1.3M

9.1%

Top Industries by Stock Count

1N/A84 stocks

42.2%

2Semiconductors6 stocks

3.0%

3Telecom Services6 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.0K shares0.04%2026-06-302026-07-24

JEPI J P MORGAN EXCHANGE TRADED F35.8K shares-11.82%2026-06-302026-07-24

AAPL APPLE INC4.7K shares-2.10%2026-06-302026-07-24

MSFT MICROSOFT CORP3.0K shares-8.17%2026-06-302026-07-24

CVX CHEVRON CORPORATION5.1K shares0.18%2026-06-302026-07-24

ABBVIE INC ABBVIE INC2.0K shares33.55%2026-06-302026-07-24

FBCG FIDELITY COVINGTON TRUST7.0K sharesnew addition2026-06-302026-07-24

GOOGL ALPHABET INC1.1K shares0.00%2026-06-302026-07-24

Sponsored

MBB ISHARES TR4.0K shares-7.31%2026-06-302026-07-24

AMZN AMAZON COM INC1.5K shares0.33%2026-06-302026-07-24

QQQ INVESCO QQQ TR290 shares0.00%2026-06-302026-07-24

CMPS COMPASS PATHWAYS PLC14.7K shares0.00%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS1.2K shares0.00%2026-06-302026-07-24

SCHY SCHWAB STRATEGIC TR5.9K shares0.00%2026-06-302026-07-24

MCD MCDONALDS CORP622 shares-6.75%2026-06-302026-07-24

PFG PRINCIPAL FINANCIAL GROUP IN1.5K shares0.00%2026-06-302026-07-24

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F3.5K shares3.92%2026-06-302026-07-24

UPS UNITED PARCEL SVCS INC1.5K shares0.00%2026-06-302026-07-24

ETFS GOLD TR ETFS GOLD TR4.0K shares0.00%2026-06-302026-07-24

NVDA NVIDIA CORPORATION758 shares0.00%2026-06-302026-07-24

PLD PROLOGIS INC.1.1K shares0.74%2026-06-302026-07-24

VEU VANGUARD INTL EQUITY INDEX F1.7K shares0.00%2026-06-302026-07-24

SCHH SCHWAB STRATEGIC TR6.1K shares0.00%2026-06-302026-07-24

IAU ISHARES GOLD TR1.9K shares-12.56%2026-06-302026-07-24

Sponsored

VTV VANGUARD INDEX FDS638 shares0.47%2026-06-302026-07-24

AEP AMERICAN ELEC PWR CO INC1.0K shares0.60%2026-06-302026-07-24

SFNC SIMMONS FIRST NATL CORP5.9K shares0.00%2026-06-302026-07-24

AKRE PROFESIONALLY MANAGED PORTFO2.5K shares0.00%2026-06-302026-07-24

AAP ADVANCE AUTO PARTS INC2.0K shares0.00%2026-06-302026-07-24

BBUS J P MORGAN EXCHANGE TRADED F850 shares7.73%2026-06-302026-07-24

XYZ BLOCK INC1.5K shares0.00%2026-06-302026-07-24

PRXG PRAXIS FDS2.8K shares0.00%2026-06-302026-07-24

Sponsored

WMT WALMART INC938 shares0.32%2026-06-302026-07-24

QQQM INVESCO EXCH TRADED FD TR II341 shares0.00%2026-06-302026-07-24

LRCX LAM RESEARCH CORP231 shares0.00%2026-06-302026-07-24

ESUM STRATEGY SHS3.2K shares0.00%2026-06-302026-07-24

TUSB THRIVENT ETF TRUST1.9K shares0.00%2026-06-302026-07-24

WORLD GOLD TR WORLD GOLD TR1.2K shares0.00%2026-06-302026-07-24

AVEM AMERICAN CENTY ETF TR997 shares-9.86%2026-06-302026-07-24

PRXV PRAXIS FDS2.5K shares0.00%2026-06-302026-07-24

Sponsored

WING WINGSTOP INC500 sharesnew addition2026-06-302026-07-24

LMUB ISHARES TR1.6K shares18.78%2026-06-302026-07-24

BKLN INVESCO EXCH TRADED FD TR II4.1K shares-3.05%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON326 shares0.62%2026-06-302026-07-24

SPMO INVESCO EXCH TRADED FD TR II481 shares-5.50%2026-06-302026-07-24

VDE VANGUARD WORLD FD488 shares-19.74%2026-06-302026-07-24

GOOG ALPHABET INC207 shares0.00%2026-06-302026-07-24

GLD SPDR GOLD TR193 shares-3.02%2026-06-302026-07-24

Sponsored

KMB KIMBERLY-CLARK CORP638 shares1.27%2026-06-302026-07-24

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP398 sharesnew addition2026-06-302026-07-24

SYSB ISHARES TR730 shares0.14%2026-06-302026-07-24

BX BLACKSTONE INC550 shares0.00%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC1.5K shares0.00%2026-06-302026-07-24

JBND J P MORGAN EXCHANGE TRADED F1.2K shares11.07%2026-06-302026-07-24

JAVA J P MORGAN EXCHANGE TRADED F729 shares7.52%2026-06-302026-07-24

MP MP MATERIALS CORP1.0K shares0.00%2026-06-302026-07-24

Sponsored

VTEB VANGUARD MUN BD FDS1.1K shares7.44%2026-06-302026-07-24

PAYX PAYCHEX INC537 shares1.32%2026-06-302026-07-24

DUK DUKE ENERGY CORP NEW415 shares0.73%2026-06-302026-07-24

SPHQ INVESCO EXCHANGE TRADED FD T557 sharesnew addition2026-06-302026-07-24

SCHP SCHWAB STRATEGIC TR1.9K shares0.00%2026-06-302026-07-24

ACP ABRDN INCOME CREDIT STRATEGI9.5K shares0.00%2026-06-302026-07-24

CDE COEUR MNG INC3.0K shares0.00%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC102 shares0.00%2026-06-302026-07-24

Sponsored

PG PROCTER & GAMBLE CO330 shares0.61%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS640 shares0.63%2026-06-302026-07-24

JGRO J P MORGAN EXCHANGE TRADED F458 shares8.79%2026-06-302026-07-24

UL UNILEVER PLC718 shares1.84%2026-06-302026-07-24

BROADCOM INC BROADCOM INC112 shares0.00%2026-06-302026-07-24

MEOH METHANEX CORP908 shares0.00%2026-06-302026-07-24

CRDO CREDO TECHNOLOGY GROUP HOLDI153 shares0.00%2026-06-302026-07-24

XLG INVESCO EXCHANGE TRADED FD T678 shares-12.29%2026-06-302026-07-24

Sponsored

HOOD ROBINHOOD MKTS INC399 shares0.00%2026-06-302026-07-24

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II1.6K shares1.60%2026-06-302026-07-24

GTO INVESCO ACTIVELY MANAGED EXC823 shares0.00%2026-06-302026-07-24

NEAR ISHARES U S ETF TR747 shares0.00%2026-06-302026-07-24

SHM SPDR SERIES TRUST731 sharesnew addition2026-06-302026-07-24

BBAG J P MORGAN EXCHANGE TRADED F750 shares22.15%2026-06-302026-07-24

CGW INVESCO EXCH TRADED FD TR II500 shares0.00%2026-06-302026-07-24

MLN VANECK ETF TRUST1.7K shares-44.19%2026-06-302026-07-24

Sponsored

EZU ISHARES INC437 shares-39.39%2026-06-302026-07-24

APA CORPORATION APA CORPORATION921 shares0.00%2026-06-302026-07-24

TWLO TWILIO INC139 shares0.00%2026-06-302026-07-24

IBIT ISHARES BITCOIN TRUST ETF858 shares-3.38%2026-06-302026-07-24

SCHZ SCHWAB STRATEGIC TR1.2K shares0.00%2026-06-302026-07-24

CPNG COUPANG INC1.6K shares0.00%2026-06-302026-07-24

PFM INVESCO EXCHANGE TRADED FD T500 shares0.00%2026-06-302026-07-24

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW507 shares0.80%2026-06-302026-07-24

Sponsored

FSS FEDERAL SIGNAL CORP203 shares0.00%2026-06-302026-07-24

JFLI J P MORGAN EXCHANGE TRADED F457 shares0.00%2026-06-302026-07-24

BIV VANGUARD BD INDEX FDS323 shares0.00%2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS311 shares0.00%2026-06-302026-07-24

MS MORGAN STANLEY116 shares0.00%2026-06-302026-07-24

SHLD GLOBAL X FDS391 shares5.11%2026-06-302026-07-24

PEY INVESCO EXCHANGE TRADED FD T1.0K shares0.00%2026-06-302026-07-24

TSME THRIVENT ETF TRUST439 shares0.00%2026-06-302026-07-24

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED44 shares0.00%2026-06-302026-07-24

JPIE J P MORGAN EXCHANGE TRADED F484 shares1.89%2026-06-302026-07-24

VYMI VANGUARD WHITEHALL FDS225 shares0.00%2026-06-302026-07-24

T AT&T INC987 shares1.13%2026-06-302026-07-24

ANET ARISTA NETWORKS INC118 shares0.00%2026-06-302026-07-24

PSX PHILLIPS 66112 shares0.00%2026-06-302026-07-24

BITO PROSHARES TR2.4K shares0.00%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC23 shares0.00%2026-06-302026-07-24

Sponsored

JEMA J P MORGAN EXCHANGE TRADED F271 shares0.00%2026-06-302026-07-24

VONV VANGUARD SCOTTSDALE FDS160 shares0.00%2026-06-302026-07-24

HDEF DBX ETF TR505 shares0.00%2026-06-302026-07-24

UAA UNDER ARMOUR INC2.5K shares0.00%2026-06-302026-07-24

VO VANGUARD INDEX FDS196 sharesnew addition2026-06-302026-07-24

SMH VANECK ETF TRUST24 shares0.00%2026-06-302026-07-24

RARE EARTHS AMERICAS INC RARE EARTHS AMERICAS INC1.0K sharesnew addition2026-06-302026-07-24

BBMC J P MORGAN EXCHANGE TRADED F118 shares9.26%2026-06-302026-07-24

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO46 shares2.22%2026-06-302026-07-24

ETN EATON CORP PLC35 shares0.00%2026-06-302026-07-24

OBDC BLUE OWL CAPITAL CORPORATION1.3K shares0.00%2026-06-302026-07-24

CGBD CARLYLE SECURED LENDING INC1.3K shares0.00%2026-06-302026-07-24

Q QNITY ELECTRONICS INC81 shares0.00%2026-06-302026-07-24

EUHY ISHARES INC241 shares0.00%2026-06-302026-07-24

EMLC VANECK ETF TRUST497 shares0.00%2026-06-302026-07-24

BBHY J P MORGAN EXCHANGE TRADED F250 shares3.31%2026-06-302026-07-24

Sponsored

OFS OFS CAP CORP3.1K shares0.00%2026-06-302026-07-24

BBIN J P MORGAN EXCHANGE TRADED F139 shares0.00%2026-06-302026-07-24

GEM GOLDMAN SACHS ETF TR207 shares-1.43%2026-06-302026-07-24

ETF SER SOLUTIONS ETF SER SOLUTIONS648 shares0.00%2026-06-302026-07-24

DIS DISNEY WALT CO108 shares0.00%2026-06-302026-07-24

ADI ANALOG DEVICES INC26 shares4.00%2026-06-302026-07-24

JIRE J P MORGAN EXCHANGE TRADED F122 shares0.00%2026-06-302026-07-24

XTEN BONDBLOXX ETF TRUST218 shares0.00%2026-06-302026-07-24

Sponsored

FANG DIAMONDBACK ENERGY INC56 shares0.00%2026-06-302026-07-24

PNC PNC FINL SVCS GROUP INC40 shares0.00%2026-06-302026-07-24

MTB M & T BK CORP41 shares0.00%2026-06-302026-07-24

CION CION INVT CORP1.5K shares0.00%2026-06-302026-07-24

LAMR LAMAR ADVERTISING CO60 shares1.69%2026-06-302026-07-24

LNT ALLIANT ENERGY CORP122 shares0.83%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC16 shares0.00%2026-06-302026-07-24

JPMB J P MORGAN EXCHANGE TRADED F227 shares0.00%2026-06-302026-07-24

Sponsored

SNX TD SYNNEX CORPORATION34 shares-10.53%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO27 shares0.00%2026-06-302026-07-24

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC67 sharesnew addition2026-06-302026-07-24

VIS VANGUARD WORLD FD25 shares0.00%2026-06-302026-07-24

TOL TOLL BROTHERS INC55 shares0.00%2026-06-302026-07-24

IVR INVESCO MORTGAGE CAPITAL INC1.1K shares0.00%2026-06-302026-07-24

BBSC J P MORGAN EXCHANGE TRADED F93 shares5.68%2026-06-302026-07-24

JADE J P MORGAN EXCHANGE TRADED F103 shares0.00%2026-06-302026-07-24

Sponsored

EXPD EXPEDITORS INTL WASH INC49 shares0.00%2026-06-302026-07-24

WRB BERKLEY W R CORP112 shares-20.57%2026-06-302026-07-24

CRH CRH PLC73 shares1.39%2026-06-302026-07-24

HUBB HUBBELL INC15 shares0.00%2026-06-302026-07-24

CBOE CBOE GLOBAL MKTS INC32 shares-23.81%2026-06-302026-07-24

MCK MCKESSON CORP10 shares-28.57%2026-06-302026-07-24

HLT HILTON WORLDWIDE HLDGS INC23 shares0.00%2026-06-302026-07-24

CASY CASEYS GEN STORES INC9 shares-30.77%2026-06-302026-07-24

Sponsored

APD AIR PRODUCTS AND CHEMICALS I25 shares0.00%2026-06-302026-07-24

JGLO J P MORGAN EXCHANGE TRADED F104 shares0.00%2026-06-302026-07-24

KDP KEURIG DR PEPPER INC224 shares0.90%2026-06-302026-07-24

BBCB J P MORGAN EXCHANGE TRADED F161 shares0.00%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC10 shares0.00%2026-06-302026-07-24

JDIV J P MORGAN EXCHANGE TRADED F127 shares0.00%2026-06-302026-07-24

AHR AMERICAN HEALTHCARE REIT INC135 sharesnew addition2026-06-302026-07-24

IDA IDACORP INC46 shares0.00%2026-06-302026-07-24

Sponsored

XEL XCEL ENERGY INC87 shares1.16%2026-06-302026-07-24

LNG CHENIERE ENERGY INC29 sharesnew addition2026-06-302026-07-24

SUNB SUNBELT RENTALS HOLDINGS INC91 shares0.00%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC57 shares0.00%2026-06-302026-07-24

GMED GLOBUS MED INC84 shares0.00%2026-06-302026-07-24

BLDR BUILDERS FIRSTSOURCE INC74 shares0.00%2026-06-302026-07-24

MAA MID-AMER APT CMNTYS INC47 shares2.17%2026-06-302026-07-24

CORTEVA INC CORTEVA INC76 shares0.00%2026-06-302026-07-24

Sponsored

YUM YUM BRANDS INC40 shares0.00%2026-06-302026-07-24

FERG FERGUSON ENTERPRISES INC26 shares0.00%2026-06-302026-07-24

CPAY CORPAY INC18 shares0.00%2026-06-302026-07-24

AVY AVERY DENNISON CORP37 shares2.78%2026-06-302026-07-24

TEL TE CONNECTIVITY PLC29 shares0.00%2026-06-302026-07-24

MKL MARKEL GROUP INC3 shares-25.00%2026-06-302026-07-24

HCA HCA HEALTHCARE INC15 shares0.00%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC32 shares0.00%2026-06-302026-07-24

Sponsored

SOLV SOLVENTUM CORP75 shares0.00%2026-06-302026-07-24

CNH CNH INDL N V515 shares0.98%2026-06-302026-07-24

SOLS SOLSTICE ADVANCED MATLS INC63 sharesnew addition2026-06-302026-07-24

LUV SOUTHWEST AIRLS CO106 shares0.00%2026-06-302026-07-24

ARCH CAP GROUP LTD ARCH CAP GROUP LTD55 shares0.00%2026-06-302026-07-24

ALC ALCON AG79 shares0.00%2026-06-302026-07-24

ICE INTERCONTINENTAL EXCHANGE IN42 shares-43.24%2026-06-302026-07-24

CCI CROWN CASTLE INC67 shares1.52%2026-06-302026-07-24

Sponsored

FNV FRANCO NEV CORP23 sharesnew addition2026-06-302026-07-24

TECK TECK RESOURCES LTD79 shares0.00%2026-06-302026-07-24

TT TRANE TECHNOLOGIES PLC10 shares0.00%2026-06-302026-07-24

HSY HERSHEY CO27 shares-12.90%2026-06-302026-07-24

EUFN ISHARES TR114 sharesnew addition2026-06-302026-07-24

CAT CATERPILLAR INC4 shares0.00%2026-06-302026-07-24

ADSK AUTODESK INC21 shares0.00%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR146 shares0.00%2026-06-302026-07-24

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I62 shares-17.33%2026-06-302026-07-24

NLOP NET LEASE OFFICE PROPERTIES350 shares27.27%2026-06-302026-07-24

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F62 shares0.00%2026-06-302026-07-24

HONEYWELL INTL INC HONEYWELL INTL INC15 sharesnew addition2026-06-302026-07-24

WSO WATSCO INC8 shares0.00%2026-06-302026-07-24

SCHO SCHWAB STRATEGIC TR139 sharesnew addition2026-06-302026-07-24

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC15 sharesnew addition2026-06-302026-07-24

PRU PRUDENTIAL FINL INC29 shares0.00%2026-06-302026-07-24

Sponsored

CPLS AB ACTIVE ETFS INC90 shares1.12%2026-06-302026-07-24

F FORD MTR CO224 shares0.00%2026-06-302026-07-24

TIDAL TRUST II TIDAL TRUST II159 shares21.37%2026-06-302026-07-24

MICC MAGNUM ICE CREAM CO NV158 shares0.00%2026-06-302026-07-24

INTC INTEL CORP12 shares0.00%2026-06-302026-07-24

PDI PIMCO DYNAMIC INCOME FD94 shares0.00%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC2 shares0.00%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC2 shares0.00%2026-06-302026-07-24

Sponsored

C CITIGROUP INC6 shares0.00%2026-06-302026-07-24

SIVR ABRDN SILVER ETF TRUST10 shares0.00%2026-06-302026-07-24

ACCO ACCO BRANDS CORP125 shares0.00%2026-06-302026-07-24

BALL BALL CORP8 shares0.00%2026-06-302026-07-24

SPTS SPDR SERIES TRUST12 sharesnew addition2026-06-302026-07-24

YBTC ROUNDHILL ETF TRUST20 shares0.00%2026-06-302026-07-24

LLYVA LIBERTY LIVE HOLDINGS INC1 shares0.00%2026-06-302026-07-24

FWONA LIBERTY MEDIA CORP DEL1 shares0.00%2026-06-302026-07-24

Sponsored

LBTYA LIBERTY GLOBAL LTD6 shares0.00%2026-06-302026-07-24

LION2 LIONSGATE STUDIOS CORP4 shares0.00%2026-06-302026-07-24

BATRK ATLANTA BRAVES HLDGS INC1 shares0.00%2026-06-302026-07-24

LBRDA LIBERTY BROADBAND CORP1 shares0.00%2026-06-302026-07-24

WBD WARNER BROS DISCOVERY INC1 shares0.00%2026-06-302026-07-24

GLIBK LIBERTY CAP CORP1 shares0.00%2026-06-302026-07-24

LILAK LIBERTY LATIN AMERICA LTD2 shares0.00%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T

0.04%

Shares5.0K

Event2026-06-30

Filed2026-07-24

JEPI

J P MORGAN EXCHANGE TRADED F

-11.82%

Shares35.8K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-2.10%

Shares4.7K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-8.17%

Shares3.0K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

0.18%

Shares5.1K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

33.55%

Shares2.0K

Event2026-06-30

Filed2026-07-24

FBCG

FIDELITY COVINGTON TRUST

New

Shares7.0K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

MBB

ISHARES TR

-7.31%

Shares4.0K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

0.33%

Shares1.5K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

0.00%

Shares290

Event2026-06-30

Filed2026-07-24

CMPS

COMPASS PATHWAYS PLC

0.00%

Shares14.7K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

SCHY

SCHWAB STRATEGIC TR

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

-6.75%

Shares622

Event2026-06-30

Filed2026-07-24

PFG

PRINCIPAL FINANCIAL GROUP IN

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

JCPB

J P MORGAN EXCHANGE TRADED F

3.92%

Shares3.5K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

ETFS GOLD TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

0.00%

Shares758

Event2026-06-30

Filed2026-07-24

PLD

PROLOGIS INC.

0.74%

Shares1.1K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

SCHH

SCHWAB STRATEGIC TR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

-12.56%

Shares1.9K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

0.47%

Shares638

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

0.60%

Shares1.0K

Event2026-06-30

Filed2026-07-24

SFNC

SIMMONS FIRST NATL CORP

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-24

AKRE

PROFESIONALLY MANAGED PORTFO

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

AAP

ADVANCE AUTO PARTS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

BBUS

J P MORGAN EXCHANGE TRADED F

7.73%

Shares850

Event2026-06-30

Filed2026-07-24

XYZ

BLOCK INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

PRXG

PRAXIS FDS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

0.32%

Shares938

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares341

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

0.00%

Shares231

Event2026-06-30

Filed2026-07-24

ESUM

STRATEGY SHS

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

TUSB

THRIVENT ETF TRUST

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

WORLD GOLD TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

AVEM

AMERICAN CENTY ETF TR

-9.86%

Shares997

Event2026-06-30

Filed2026-07-24

PRXV

PRAXIS FDS

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

WING

WINGSTOP INC

New

Shares500

Event2026-06-30

Filed2026-07-24

LMUB

ISHARES TR

18.78%

Shares1.6K

Event2026-06-30

Filed2026-07-24

BKLN

INVESCO EXCH TRADED FD TR II

-3.05%

Shares4.1K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

0.62%

Shares326

Event2026-06-30

Filed2026-07-24

SPMO

INVESCO EXCH TRADED FD TR II

-5.50%

Shares481

Event2026-06-30

Filed2026-07-24

VDE

VANGUARD WORLD FD

-19.74%

Shares488

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

0.00%

Shares207

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

-3.02%

Shares193

Event2026-06-30

Filed2026-07-24

KMB

KIMBERLY-CLARK CORP

1.27%

Shares638

Event2026-06-30

Filed2026-07-24

SPACE EXPLORATION TECHN CORP

New

Shares398

Event2026-06-30

Filed2026-07-24

SYSB

ISHARES TR

0.14%

Shares730

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

0.00%

Shares550

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

JBND

J P MORGAN EXCHANGE TRADED F

11.07%

Shares1.2K

Event2026-06-30

Filed2026-07-24

JAVA

J P MORGAN EXCHANGE TRADED F

7.52%

Shares729

Event2026-06-30

Filed2026-07-24

MP MATERIALS CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

VTEB

VANGUARD MUN BD FDS

7.44%

Shares1.1K

Event2026-06-30

Filed2026-07-24

PAYX

PAYCHEX INC

1.32%

Shares537

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW

0.73%

Shares415

Event2026-06-30

Filed2026-07-24

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares557

Event2026-06-30

Filed2026-07-24

SCHP

SCHWAB STRATEGIC TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

ACP

ABRDN INCOME CREDIT STRATEGI

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-24

CDE

COEUR MNG INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares102

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

0.61%

Shares330

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

0.63%

Shares640

Event2026-06-30

Filed2026-07-24

JGRO

J P MORGAN EXCHANGE TRADED F

8.79%

Shares458

Event2026-06-30

Filed2026-07-24

UNILEVER PLC

1.84%

Shares718

Event2026-06-30

Filed2026-07-24

BROADCOM INC

0.00%

Shares112

Event2026-06-30

Filed2026-07-24

MEOH

METHANEX CORP

0.00%

Shares908

Event2026-06-30

Filed2026-07-24

CRDO

CREDO TECHNOLOGY GROUP HOLDI

0.00%

Shares153

Event2026-06-30

Filed2026-07-24

XLG

INVESCO EXCHANGE TRADED FD T

-12.29%

Shares678

Event2026-06-30

Filed2026-07-24

HOOD

ROBINHOOD MKTS INC

0.00%

Shares399

Event2026-06-30

Filed2026-07-24

INVESCO EXCH TRADED FD TR II

1.60%

Shares1.6K

Event2026-06-30

Filed2026-07-24

GTO

INVESCO ACTIVELY MANAGED EXC

0.00%

Shares823

Event2026-06-30

Filed2026-07-24

NEAR

ISHARES U S ETF TR

0.00%

Shares747

Event2026-06-30

Filed2026-07-24

SHM

SPDR SERIES TRUST

New

Shares731

Event2026-06-30

Filed2026-07-24

BBAG

J P MORGAN EXCHANGE TRADED F

22.15%

Shares750

Event2026-06-30

Filed2026-07-24

CGW

INVESCO EXCH TRADED FD TR II

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

MLN

VANECK ETF TRUST

-44.19%

Shares1.7K

Event2026-06-30

Filed2026-07-24

EZU

ISHARES INC

-39.39%

Shares437

Event2026-06-30

Filed2026-07-24

APA CORPORATION

0.00%

Shares921

Event2026-06-30

Filed2026-07-24

TWLO

TWILIO INC

0.00%

Shares139

Event2026-06-30

Filed2026-07-24

IBIT

ISHARES BITCOIN TRUST ETF

-3.38%

Shares858

Event2026-06-30

Filed2026-07-24

SCHZ

SCHWAB STRATEGIC TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

CPNG

COUPANG INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

PFM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

SUNCOR ENERGY INC NEW

0.80%

Shares507

Event2026-06-30

Filed2026-07-24

FSS

FEDERAL SIGNAL CORP

0.00%

Shares203

Event2026-06-30

Filed2026-07-24

JFLI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares457

Event2026-06-30

Filed2026-07-24

BIV

VANGUARD BD INDEX FDS

0.00%

Shares323

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares311

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

0.00%

Shares116

Event2026-06-30

Filed2026-07-24

SHLD

GLOBAL X FDS

5.11%

Shares391

Event2026-06-30

Filed2026-07-24

PEY

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

TSME

THRIVENT ETF TRUST

0.00%

Shares439

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

0.00%

Shares44

Event2026-06-30

Filed2026-07-24

JPIE

J P MORGAN EXCHANGE TRADED F

1.89%

Shares484

Event2026-06-30

Filed2026-07-24

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares225

Event2026-06-30

Filed2026-07-24

AT&T INC

1.13%

Shares987

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC

0.00%

Shares118

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

0.00%

Shares112

Event2026-06-30

Filed2026-07-24

BITO

PROSHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

0.00%

Shares23

Event2026-06-30

Filed2026-07-24

JEMA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares271

Event2026-06-30

Filed2026-07-24

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares160

Event2026-06-30

Filed2026-07-24

HDEF

DBX ETF TR

0.00%

Shares505

Event2026-06-30

Filed2026-07-24

UAA

UNDER ARMOUR INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

New

Shares196

Event2026-06-30

Filed2026-07-24

SMH

VANECK ETF TRUST

0.00%

Shares24

Event2026-06-30

Filed2026-07-24

RARE EARTHS AMERICAS INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-24

BBMC

J P MORGAN EXCHANGE TRADED F

9.26%

Shares118

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

2.22%

Shares46

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

0.00%

Shares35

Event2026-06-30

Filed2026-07-24

OBDC

BLUE OWL CAPITAL CORPORATION

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

CGBD

CARLYLE SECURED LENDING INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

QNITY ELECTRONICS INC

0.00%

Shares81

Event2026-06-30

Filed2026-07-24

EUHY

ISHARES INC

0.00%

Shares241

Event2026-06-30

Filed2026-07-24

EMLC

VANECK ETF TRUST

0.00%

Shares497

Event2026-06-30

Filed2026-07-24

BBHY

J P MORGAN EXCHANGE TRADED F

3.31%

Shares250

Event2026-06-30

Filed2026-07-24

OFS

OFS CAP CORP

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-24

BBIN

J P MORGAN EXCHANGE TRADED F

0.00%

Shares139

Event2026-06-30

Filed2026-07-24

GEM

GOLDMAN SACHS ETF TR

-1.43%

Shares207

Event2026-06-30

Filed2026-07-24

ETF SER SOLUTIONS

0.00%

Shares648

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

0.00%

Shares108

Event2026-06-30

Filed2026-07-24

ADI

ANALOG DEVICES INC

4.00%

Shares26

Event2026-06-30

Filed2026-07-24

JIRE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares122

Event2026-06-30

Filed2026-07-24

XTEN

BONDBLOXX ETF TRUST

0.00%

Shares218

Event2026-06-30

Filed2026-07-24

FANG

DIAMONDBACK ENERGY INC

0.00%

Shares56

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares40

Event2026-06-30

Filed2026-07-24

MTB

M & T BK CORP

0.00%

Shares41

Event2026-06-30

Filed2026-07-24

CION

CION INVT CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

LAMR

LAMAR ADVERTISING CO

1.69%

Shares60

Event2026-06-30

Filed2026-07-24

LNT

ALLIANT ENERGY CORP

0.83%

Shares122

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares16

Event2026-06-30

Filed2026-07-24

JPMB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares227

Event2026-06-30

Filed2026-07-24

SNX

TD SYNNEX CORPORATION

-10.53%

Shares34

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

0.00%

Shares27

Event2026-06-30

Filed2026-07-24

DUPONT DE NEMOURS INC

New

Shares67

Event2026-06-30

Filed2026-07-24

VIS

VANGUARD WORLD FD

0.00%

Shares25

Event2026-06-30

Filed2026-07-24

TOL

TOLL BROTHERS INC

0.00%

Shares55

Event2026-06-30

Filed2026-07-24

IVR

INVESCO MORTGAGE CAPITAL INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

BBSC

J P MORGAN EXCHANGE TRADED F

5.68%

Shares93

Event2026-06-30

Filed2026-07-24

JADE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares103

Event2026-06-30

Filed2026-07-24

EXPD

EXPEDITORS INTL WASH INC

0.00%

Shares49

Event2026-06-30

Filed2026-07-24

WRB

BERKLEY W R CORP

-20.57%

Shares112

Event2026-06-30

Filed2026-07-24

CRH

CRH PLC

1.39%

Shares73

Event2026-06-30

Filed2026-07-24

HUBB

HUBBELL INC

0.00%

Shares15

Event2026-06-30

Filed2026-07-24

CBOE

CBOE GLOBAL MKTS INC

-23.81%

Shares32

Event2026-06-30

Filed2026-07-24

MCK

MCKESSON CORP

-28.57%

Shares10

Event2026-06-30

Filed2026-07-24

HLT

HILTON WORLDWIDE HLDGS INC

0.00%

Shares23

Event2026-06-30

Filed2026-07-24

CASY

CASEYS GEN STORES INC

-30.77%

Shares9

Event2026-06-30

Filed2026-07-24

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares25

Event2026-06-30

Filed2026-07-24

JGLO

J P MORGAN EXCHANGE TRADED F

0.00%

Shares104

Event2026-06-30

Filed2026-07-24

KDP

KEURIG DR PEPPER INC

0.90%

Shares224

Event2026-06-30

Filed2026-07-24

BBCB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares161

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-24

JDIV

J P MORGAN EXCHANGE TRADED F

0.00%

Shares127

Event2026-06-30

Filed2026-07-24

AHR

AMERICAN HEALTHCARE REIT INC

New

Shares135

Event2026-06-30

Filed2026-07-24

IDA

IDACORP INC

0.00%

Shares46

Event2026-06-30

Filed2026-07-24

XEL

XCEL ENERGY INC

1.16%

Shares87

Event2026-06-30

Filed2026-07-24

LNG

CHENIERE ENERGY INC

New

Shares29

Event2026-06-30

Filed2026-07-24

SUNB

SUNBELT RENTALS HOLDINGS INC

0.00%

Shares91

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

0.00%

Shares57

Event2026-06-30

Filed2026-07-24

GMED

GLOBUS MED INC

0.00%

Shares84

Event2026-06-30

Filed2026-07-24

BLDR

BUILDERS FIRSTSOURCE INC

0.00%

Shares74

Event2026-06-30

Filed2026-07-24

MAA

MID-AMER APT CMNTYS INC

2.17%

Shares47

Event2026-06-30

Filed2026-07-24

CORTEVA INC

0.00%

Shares76

Event2026-06-30

Filed2026-07-24

YUM

YUM BRANDS INC

0.00%

Shares40

Event2026-06-30

Filed2026-07-24

FERG

FERGUSON ENTERPRISES INC

0.00%

Shares26

Event2026-06-30

Filed2026-07-24

CPAY

CORPAY INC

0.00%

Shares18

Event2026-06-30

Filed2026-07-24

AVY

AVERY DENNISON CORP

2.78%

Shares37

Event2026-06-30

Filed2026-07-24

TEL

TE CONNECTIVITY PLC

0.00%

Shares29

Event2026-06-30

Filed2026-07-24

MKL

MARKEL GROUP INC

-25.00%

Shares3

Event2026-06-30

Filed2026-07-24

HCA

HCA HEALTHCARE INC

0.00%

Shares15

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

0.00%

Shares32

Event2026-06-30

Filed2026-07-24

SOLV

SOLVENTUM CORP

0.00%

Shares75

Event2026-06-30

Filed2026-07-24

CNH

CNH INDL N V

0.98%

Shares515

Event2026-06-30

Filed2026-07-24

SOLS

SOLSTICE ADVANCED MATLS INC

New

Shares63

Event2026-06-30

Filed2026-07-24

LUV

SOUTHWEST AIRLS CO

0.00%

Shares106

Event2026-06-30

Filed2026-07-24

ARCH CAP GROUP LTD

0.00%

Shares55

Event2026-06-30

Filed2026-07-24

ALC

ALCON AG

0.00%

Shares79

Event2026-06-30

Filed2026-07-24

ICE

INTERCONTINENTAL EXCHANGE IN

-43.24%

Shares42

Event2026-06-30

Filed2026-07-24

CCI

CROWN CASTLE INC

1.52%

Shares67

Event2026-06-30

Filed2026-07-24

FNV

FRANCO NEV CORP

New

Shares23

Event2026-06-30

Filed2026-07-24

TECK

TECK RESOURCES LTD

0.00%

Shares79

Event2026-06-30

Filed2026-07-24

TRANE TECHNOLOGIES PLC

0.00%

Shares10

Event2026-06-30

Filed2026-07-24

HSY

HERSHEY CO

-12.90%

Shares27

Event2026-06-30

Filed2026-07-24

EUFN

ISHARES TR

New

Shares114

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-24

ADSK

AUTODESK INC

0.00%

Shares21

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares146

Event2026-06-30

Filed2026-07-24

GEHC

GE HEALTHCARE TECHNOLOGIES I

-17.33%

Shares62

Event2026-06-30

Filed2026-07-24

NLOP

NET LEASE OFFICE PROPERTIES

27.27%

Shares350

Event2026-06-30

Filed2026-07-24

J P MORGAN EXCHANGE TRADED F

0.00%

Shares62

Event2026-06-30

Filed2026-07-24

HONEYWELL INTL INC

New

Shares15

Event2026-06-30

Filed2026-07-24

WSO

WATSCO INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-24

SCHO

SCHWAB STRATEGIC TR

New

Shares139

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares15

Event2026-06-30

Filed2026-07-24

PRU

PRUDENTIAL FINL INC

0.00%

Shares29

Event2026-06-30

Filed2026-07-24

CPLS

AB ACTIVE ETFS INC

1.12%

Shares90

Event2026-06-30

Filed2026-07-24

FORD MTR CO

0.00%

Shares224

Event2026-06-30

Filed2026-07-24

TIDAL TRUST II

21.37%

Shares159

Event2026-06-30

Filed2026-07-24

MICC

MAGNUM ICE CREAM CO NV

0.00%

Shares158

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

0.00%

Shares12

Event2026-06-30

Filed2026-07-24

PDI

PIMCO DYNAMIC INCOME FD

0.00%

Shares94

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

0.00%

Shares2

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC

0.00%

Shares2

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

0.00%

Shares6

Event2026-06-30

Filed2026-07-24

SIVR

ABRDN SILVER ETF TRUST

0.00%

Shares10

Event2026-06-30

Filed2026-07-24

ACCO

ACCO BRANDS CORP

0.00%

Shares125

Event2026-06-30

Filed2026-07-24

BALL

BALL CORP

0.00%

Shares8

Event2026-06-30

Filed2026-07-24

SPTS

SPDR SERIES TRUST

New

Shares12

Event2026-06-30

Filed2026-07-24

YBTC

ROUNDHILL ETF TRUST

0.00%

Shares20

Event2026-06-30

Filed2026-07-24

LLYVA

LIBERTY LIVE HOLDINGS INC

0.00%

Shares1

Event2026-06-30

Filed2026-07-24

FWONA

LIBERTY MEDIA CORP DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-24

LBTYA

LIBERTY GLOBAL LTD

0.00%

Shares6

Event2026-06-30

Filed2026-07-24

LION2

LIONSGATE STUDIOS CORP

0.00%

Shares4

Event2026-06-30

Filed2026-07-24

BATRK

ATLANTA BRAVES HLDGS INC

0.00%

Shares1

Event2026-06-30

Filed2026-07-24

LBRDA

LIBERTY BROADBAND CORP

0.00%

Shares1

Event2026-06-30

Filed2026-07-24

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares1

Event2026-06-30

Filed2026-07-24

GLIBK

LIBERTY CAP CORP

0.00%

Shares1

Event2026-06-30

Filed2026-07-24

LILAK

LIBERTY LATIN AMERICA LTD

0.00%

Shares2

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available