Sponsored

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

Currently, Livet Wealth, LLC holds 122 types of securities in its portfolio with a total value $173.4M. In the most recent quarter, they have increased their positions in N/A (+11.9K shares, valued at $1.2M), BNDX (+20.4K shares, valued at $989.8K), VUG (+8.4K shares, valued at $719.7K); decreased their positions in SCHF (-10.3K shares, valued at $286.2K), SCHD (-6.0K shares, valued at $189.7K), VYM (-966 shares, valued at $152.7K); initiated new positions in GEV (+242 shares, valued at $284.3K), MU (+230 shares, valued at $265.5K), MNST (+2.5K shares, valued at $236.6K).

1M P&L

-2.1M-1.34%

3M P&L

-745.0K-0.49%

HY P&L

+3.2M+2.17%

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/A137.9M

89.8%

2Semiconductors2.9M

1.9%

3Internet Content & Information1.6M

1.1%

Top Industries by Stock Count

1N/A65 stocks

63.1%

2Semiconductors5 stocks

4.9%

3Internet Content & Information2 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BNDX VANGUARD CHARLOTTE FDS283.0K shares7.78%2026-06-302026-07-28

VONG VANGUARD SCOTTSDALE FDS104.6K shares-0.33%2026-06-302026-07-28

SCHF SCHWAB STRATEGIC TR471.2K shares-2.15%2026-06-302026-07-28

SCHD SCHWAB STRATEGIC TR290.8K shares-2.02%2026-06-302026-07-28

ISHARES TR ISHARES TR92.1K shares14.89%2026-06-302026-07-28

SHYG ISHARES TR168.5K shares7.93%2026-06-302026-07-28

SLYG SPDR SERIES TRUST45.7K shares-1.92%2026-06-302026-07-28

BSCQ INVESCO EXCH TRD SLF IDX FD238.1K shares2.13%2026-06-302026-07-28

Sponsored

SCHM SCHWAB STRATEGIC TR112.8K shares-1.91%2026-06-302026-07-28

BSCR INVESCO EXCH TRD SLF IDX FD185.6K shares10.77%2026-06-302026-07-28

CLOUDFLARE INC CLOUDFLARE INC14.2K shares-0.29%2026-06-302026-07-28

SCHG SCHWAB STRATEGIC TR101.6K shares-1.76%2026-06-302026-07-28

VTV VANGUARD INDEX FDS15.5K shares-1.81%2026-06-302026-07-28

VYM VANGUARD WHITEHALL FDS20.7K shares-4.46%2026-06-302026-07-28

SLYV SPDR SERIES TRUST29.2K shares-4.31%2026-06-302026-07-28

BSCS INVESCO EXCH TRD SLF IDX FD144.6K shares14.76%2026-06-302026-07-28

Sponsored

SPEM SPDR INDEX SHS FDS56.5K shares-2.41%2026-06-302026-07-28

SPDW SPDR INDEX SHS FDS55.4K shares-2.51%2026-06-302026-07-28

VSS VANGUARD INTL EQUITY INDEX F17.3K shares-1.07%2026-06-302026-07-28

FREL FIDELITY COVINGTON TRUST89.7K shares2.83%2026-06-302026-07-28

VBR VANGUARD INDEX FDS10.1K shares-0.82%2026-06-302026-07-28

BSCT INVESCO EXCH TRD SLF IDX FD131.1K shares21.26%2026-06-302026-07-28

IAGG ISHARES TR45.3K shares2.80%2026-06-302026-07-28

IWB ISHARES TR5.2K shares0.08%2026-06-302026-07-28

Sponsored

IBDR ISHARES TR78.0K shares-2.01%2026-06-302026-07-28

SCHZ SCHWAB STRATEGIC TR81.4K shares-0.82%2026-06-302026-07-28

NVDA NVIDIA CORPORATION9.2K shares4.33%2026-06-302026-07-28

BSCU INVESCO EXCH TRD SLF IDX FD97.8K shares21.88%2026-06-302026-07-28

MSFT MICROSOFT CORP3.7K shares2.77%2026-06-302026-07-28

BIV VANGUARD BD INDEX FDS17.2K shares0.95%2026-06-302026-07-28

VNQ VANGUARD INDEX FDS11.4K shares-0.48%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.4K shares0.00%2026-06-302026-07-28

Sponsored

ILCG ISHARES TR8.6K shares0.00%2026-06-302026-07-28

BSJQ INVESCO EXCH TRD SLF IDX FD43.5K shares44.65%2026-06-302026-07-28

GOOG ALPHABET INC2.7K shares-0.94%2026-06-302026-07-28

AMZN AMAZON COM INC3.9K shares8.17%2026-06-302026-07-28

VUG VANGUARD INDEX FDS10.0K shares500.00%2026-06-302026-07-28

IJR ISHARES TR5.8K shares-7.83%2026-06-302026-07-28

BGRN ISHARES TR17.6K shares5.93%2026-06-302026-07-28

IWF ISHARES TR6.4K shares300.00%2026-06-302026-07-28

Sponsored

BROADCOM INC BROADCOM INC2.1K shares10.97%2026-06-302026-07-28

VO VANGUARD INDEX FDS9.3K shares296.29%2026-06-302026-07-28

MDY STATE STR SPDR S&P MIDCAP 40972 shares-14.81%2026-06-302026-07-28

JNK SPDR SERIES TRUST6.8K shares2.63%2026-06-302026-07-28

VEU VANGUARD INTL EQUITY INDEX F7.8K shares0.19%2026-06-302026-07-28

SCHV SCHWAB STRATEGIC TR18.6K shares0.23%2026-06-302026-07-28

GOOGL ALPHABET INC1.8K shares-1.36%2026-06-302026-07-28

TSLA TESLA INC1.5K shares4.85%2026-06-302026-07-28

Sponsored

ADOBE INC ADOBE INC3.1K shares-0.16%2026-06-302026-07-28

SCHC SCHWAB STRATEGIC TR13.0K shares-0.91%2026-06-302026-07-28

VISA INC VISA INC1.8K shares0.56%2026-06-302026-07-28

VIOG VANGUARD ADMIRAL FDS INC3.9K shares0.18%2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares0.00%2026-06-302026-07-28

AAPL APPLE INC2.0K shares0.89%2026-06-302026-07-28

IBHF ISHARES TR25.1K shares0.00%2026-06-302026-07-28

IEMG ISHARES INC6.8K shares-1.03%2026-06-302026-07-28

Sponsored

IYW ISHARES TR2.2K shares-2.71%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC982 shares-9.91%2026-06-302026-07-28

EAGG ISHARES TR11.1K shares-2.71%2026-06-302026-07-28

ASML ASML HLDG NV261 shares11.54%2026-06-302026-07-28

SCHE SCHWAB STRATEGIC TR14.3K shares0.09%2026-06-302026-07-28

VCIT VANGUARD SCOTTSDALE FDS5.9K shares0.00%2026-06-302026-07-28

LLY ELI LILLY & CO388 shares-0.51%2026-06-302026-07-28

IWO ISHARES TR1.2K shares-10.69%2026-06-302026-07-28

Sponsored

ORACLE CORP ORACLE CORP3.0K shares-3.45%2026-06-302026-07-28

VWO VANGUARD INTL EQUITY INDEX F7.3K shares2.34%2026-06-302026-07-28

BA BOEING CO2.0K shares-1.44%2026-06-302026-07-28

GE GE AEROSPACE1.1K shares34.67%2026-06-302026-07-28

BSV VANGUARD BD INDEX FDS5.2K shares-10.28%2026-06-302026-07-28

IBDS ISHARES TR16.5K shares-11.30%2026-06-302026-07-28

WEC WEC ENERGY GROUP INC3.3K shares-1.56%2026-06-302026-07-28

IWP ISHARES TR2.6K shares0.00%2026-06-302026-07-28

Sponsored

SHOP SHOPIFY INC3.2K shares-1.52%2026-06-302026-07-28

EFA ISHARES TR3.4K shares9.93%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS4.8K shares0.33%2026-06-302026-07-28

NUSC NUSHARES ETF TR6.5K shares-7.79%2026-06-302026-07-28

VOE VANGUARD INDEX FDS1.7K shares0.06%2026-06-302026-07-28

VZ VERIZON COMMUNICATIONS INC7.8K shares-10.69%2026-06-302026-07-28

MUFG MITSUBISHI UFJ FINANCIAL GRO16.1K shares-11.75%2026-06-302026-07-28

WORLD GOLD TR WORLD GOLD TR4.0K shares0.00%2026-06-302026-07-28

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC1.6K shares-1.50%2026-06-302026-07-28

ISHARES TR ISHARES TR3.2K shares4.48%2026-06-302026-07-28

NUHY NUSHARES ETF TR14.5K shares-8.02%2026-06-302026-07-28

MASTERCARD INCORPORATED MASTERCARD INCORPORATED598 shares-0.50%2026-06-302026-07-28

NVS NOVARTIS AG1.9K shares-5.17%2026-06-302026-07-28

EFAV ISHARES TR3.4K shares-21.92%2026-06-302026-07-28

TSM TAIWAN SEMICONDUCTOR MANUFAC608 shares0.16%2026-06-302026-07-28

BND VANGUARD BD INDEX FDS3.9K shares0.13%2026-06-302026-07-28

Sponsored

NETFLIX INC. NETFLIX INC.4.0K shares0.71%2026-06-302026-07-28

GEV GE VERNOVA INC242 sharesnew addition2026-06-302026-07-28

SBUX STARBUCKS CORP2.6K shares0.00%2026-06-302026-07-28

MU MICRON TECHNOLOGY INC230 sharesnew addition2026-06-302026-07-28

TTE TOTALENERGIES SE3.4K shares-4.32%2026-06-302026-07-28

TDY TELEDYNE TECHNOLOGIES INC389 shares-1.02%2026-06-302026-07-28

COF CAPITAL ONE FINL CORP1.2K shares-1.96%2026-06-302026-07-28

SERVICENOW INC SERVICENOW INC2.5K shares-9.65%2026-06-302026-07-28

Sponsored

IJH ISHARES TR3.1K shares3.91%2026-06-302026-07-28

QCOM QUALCOMM INC1.3K shares-32.73%2026-06-302026-07-28

DTD WISDOMTREE TR2.6K shares0.51%2026-06-302026-07-28

ESGE ISHARES INC4.4K shares-8.03%2026-06-302026-07-28

MNST MONSTER BEVERAGE CORP NEW2.5K sharesnew addition2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP1.7K shares8.28%2026-06-302026-07-28

IWM ISHARES TR776 sharesnew addition2026-06-302026-07-28

PH PARKER-HANNIFIN CORP237 shares-0.84%2026-06-302026-07-28

Sponsored

ABBVIE INC ABBVIE INC911 sharesnew addition2026-06-302026-07-28

TXN TEXAS INSTRS INC767 sharesnew addition2026-06-302026-07-28

GLW CORNING INC873 sharesnew addition2026-06-302026-07-28

WFC WELLS FARGO & CO2.6K shares-5.25%2026-06-302026-07-28

BSCV INVESCO EXCH TRD SLF IDX FD13.2K sharesnew addition2026-06-302026-07-28

CRM SALESFORCE INC1.4K shares2.90%2026-06-302026-07-28

SCHA SCHWAB STRATEGIC TR6.0K sharesnew addition2026-06-302026-07-28

LOW LOWES COS INC968 shares0.62%2026-06-302026-07-28

Sponsored

LRCX LAM RESEARCH CORP489 sharesnew addition2026-06-302026-07-28

WSO WATSCO INC493 sharesnew addition2026-06-302026-07-28

SCHK SCHWAB STRATEGIC TR5.7K sharesnew addition2026-06-302026-07-28

VRTX VERTEX PHARMACEUTICALS INC412 sharesnew addition2026-06-302026-07-28

APD AIR PRODUCTS AND CHEMICALS I698 shares-0.43%2026-06-302026-07-28

APPLIED MATLS INC APPLIED MATLS INC281 sharesnew addition2026-06-302026-07-28

AIG AMERICAN INTL GROUP INC2.7K shares-2.61%2026-06-302026-07-28

CVX CHEVRON CORPORATION1.2K shares8.26%2026-06-302026-07-28

Sponsored

BANCO SANTANDER SA BANCO SANTANDER SA12.3K shares-0.39%2026-06-302026-07-28

LYG LLOYDS BANKING GROUP PLC23.4K shares-6.06%2026-06-302026-07-28

BNDX

VANGUARD CHARLOTTE FDS

7.78%

Shares283.0K

Event2026-06-30

Filed2026-07-28

VONG

VANGUARD SCOTTSDALE FDS

-0.33%

Shares104.6K

Event2026-06-30

Filed2026-07-28

SCHF

SCHWAB STRATEGIC TR

-2.15%

Shares471.2K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB STRATEGIC TR

-2.02%

Shares290.8K

Event2026-06-30

Filed2026-07-28

ISHARES TR

14.89%

Shares92.1K

Event2026-06-30

Filed2026-07-28

SHYG

ISHARES TR

7.93%

Shares168.5K

Event2026-06-30

Filed2026-07-28

SLYG

SPDR SERIES TRUST

-1.92%

Shares45.7K

Event2026-06-30

Filed2026-07-28

BSCQ

INVESCO EXCH TRD SLF IDX FD

2.13%

Shares238.1K

Event2026-06-30

Filed2026-07-28

SCHM

SCHWAB STRATEGIC TR

-1.91%

Shares112.8K

Event2026-06-30

Filed2026-07-28

BSCR

INVESCO EXCH TRD SLF IDX FD

10.77%

Shares185.6K

Event2026-06-30

Filed2026-07-28

CLOUDFLARE INC

-0.29%

Shares14.2K

Event2026-06-30

Filed2026-07-28

SCHG

SCHWAB STRATEGIC TR

-1.76%

Shares101.6K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

-1.81%

Shares15.5K

Event2026-06-30

Filed2026-07-28

VYM

VANGUARD WHITEHALL FDS

-4.46%

Shares20.7K

Event2026-06-30

Filed2026-07-28

SLYV

SPDR SERIES TRUST

-4.31%

Shares29.2K

Event2026-06-30

Filed2026-07-28

BSCS

INVESCO EXCH TRD SLF IDX FD

14.76%

Shares144.6K

Event2026-06-30

Filed2026-07-28

SPEM

SPDR INDEX SHS FDS

-2.41%

Shares56.5K

Event2026-06-30

Filed2026-07-28

SPDW

SPDR INDEX SHS FDS

-2.51%

Shares55.4K

Event2026-06-30

Filed2026-07-28

VSS

VANGUARD INTL EQUITY INDEX F

-1.07%

Shares17.3K

Event2026-06-30

Filed2026-07-28

FREL

FIDELITY COVINGTON TRUST

2.83%

Shares89.7K

Event2026-06-30

Filed2026-07-28

VBR

VANGUARD INDEX FDS

-0.82%

Shares10.1K

Event2026-06-30

Filed2026-07-28

BSCT

INVESCO EXCH TRD SLF IDX FD

21.26%

Shares131.1K

Event2026-06-30

Filed2026-07-28

IAGG

ISHARES TR

2.80%

Shares45.3K

Event2026-06-30

Filed2026-07-28

IWB

ISHARES TR

0.08%

Shares5.2K

Event2026-06-30

Filed2026-07-28

IBDR

ISHARES TR

-2.01%

Shares78.0K

Event2026-06-30

Filed2026-07-28

SCHZ

SCHWAB STRATEGIC TR

-0.82%

Shares81.4K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

4.33%

Shares9.2K

Event2026-06-30

Filed2026-07-28

BSCU

INVESCO EXCH TRD SLF IDX FD

21.88%

Shares97.8K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

2.77%

Shares3.7K

Event2026-06-30

Filed2026-07-28

BIV

VANGUARD BD INDEX FDS

0.95%

Shares17.2K

Event2026-06-30

Filed2026-07-28

VNQ

VANGUARD INDEX FDS

-0.48%

Shares11.4K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

ILCG

ISHARES TR

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-28

BSJQ

INVESCO EXCH TRD SLF IDX FD

44.65%

Shares43.5K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

-0.94%

Shares2.7K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

8.17%

Shares3.9K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

500.00%

Shares10.0K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES TR

-7.83%

Shares5.8K

Event2026-06-30

Filed2026-07-28

BGRN

ISHARES TR

5.93%

Shares17.6K

Event2026-06-30

Filed2026-07-28

IWF

ISHARES TR

300.00%

Shares6.4K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

10.97%

Shares2.1K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

296.29%

Shares9.3K

Event2026-06-30

Filed2026-07-28

MDY

STATE STR SPDR S&P MIDCAP 40

-14.81%

Shares972

Event2026-06-30

Filed2026-07-28

JNK

SPDR SERIES TRUST

2.63%

Shares6.8K

Event2026-06-30

Filed2026-07-28

VEU

VANGUARD INTL EQUITY INDEX F

0.19%

Shares7.8K

Event2026-06-30

Filed2026-07-28

SCHV

SCHWAB STRATEGIC TR

0.23%

Shares18.6K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

-1.36%

Shares1.8K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

4.85%

Shares1.5K

Event2026-06-30

Filed2026-07-28

ADOBE INC

-0.16%

Shares3.1K

Event2026-06-30

Filed2026-07-28

SCHC

SCHWAB STRATEGIC TR

-0.91%

Shares13.0K

Event2026-06-30

Filed2026-07-28

VISA INC

0.56%

Shares1.8K

Event2026-06-30

Filed2026-07-28

VIOG

VANGUARD ADMIRAL FDS INC

0.18%

Shares3.9K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

0.89%

Shares2.0K

Event2026-06-30

Filed2026-07-28

IBHF

ISHARES TR

0.00%

Shares25.1K

Event2026-06-30

Filed2026-07-28

IEMG

ISHARES INC

-1.03%

Shares6.8K

Event2026-06-30

Filed2026-07-28

IYW

ISHARES TR

-2.71%

Shares2.2K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

-9.91%

Shares982

Event2026-06-30

Filed2026-07-28

EAGG

ISHARES TR

-2.71%

Shares11.1K

Event2026-06-30

Filed2026-07-28

ASML

ASML HLDG NV

11.54%

Shares261

Event2026-06-30

Filed2026-07-28

SCHE

SCHWAB STRATEGIC TR

0.09%

Shares14.3K

Event2026-06-30

Filed2026-07-28

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

-0.51%

Shares388

Event2026-06-30

Filed2026-07-28

IWO

ISHARES TR

-10.69%

Shares1.2K

Event2026-06-30

Filed2026-07-28

ORACLE CORP

-3.45%

Shares3.0K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD INTL EQUITY INDEX F

2.34%

Shares7.3K

Event2026-06-30

Filed2026-07-28

BOEING CO

-1.44%

Shares2.0K

Event2026-06-30

Filed2026-07-28

GE AEROSPACE

34.67%

Shares1.1K

Event2026-06-30

Filed2026-07-28

BSV

VANGUARD BD INDEX FDS

-10.28%

Shares5.2K

Event2026-06-30

Filed2026-07-28

IBDS

ISHARES TR

-11.30%

Shares16.5K

Event2026-06-30

Filed2026-07-28

WEC

WEC ENERGY GROUP INC

-1.56%

Shares3.3K

Event2026-06-30

Filed2026-07-28

IWP

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-28

SHOP

SHOPIFY INC

-1.52%

Shares3.2K

Event2026-06-30

Filed2026-07-28

EFA

ISHARES TR

9.93%

Shares3.4K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

0.33%

Shares4.8K

Event2026-06-30

Filed2026-07-28

NUSC

NUSHARES ETF TR

-7.79%

Shares6.5K

Event2026-06-30

Filed2026-07-28

VOE

VANGUARD INDEX FDS

0.06%

Shares1.7K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC

-10.69%

Shares7.8K

Event2026-06-30

Filed2026-07-28

MUFG

MITSUBISHI UFJ FINANCIAL GRO

-11.75%

Shares16.1K

Event2026-06-30

Filed2026-07-28

WORLD GOLD TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-28

ASTRAZENECA PLC

-1.50%

Shares1.6K

Event2026-06-30

Filed2026-07-28

ISHARES TR

4.48%

Shares3.2K

Event2026-06-30

Filed2026-07-28

NUHY

NUSHARES ETF TR

-8.02%

Shares14.5K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

-0.50%

Shares598

Event2026-06-30

Filed2026-07-28

NVS

NOVARTIS AG

-5.17%

Shares1.9K

Event2026-06-30

Filed2026-07-28

EFAV

ISHARES TR

-21.92%

Shares3.4K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.16%

Shares608

Event2026-06-30

Filed2026-07-28

BND

VANGUARD BD INDEX FDS

0.13%

Shares3.9K

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

0.71%

Shares4.0K

Event2026-06-30

Filed2026-07-28

GEV

GE VERNOVA INC

New

Shares242

Event2026-06-30

Filed2026-07-28

SBUX

STARBUCKS CORP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-28

MICRON TECHNOLOGY INC

New

Shares230

Event2026-06-30

Filed2026-07-28

TTE

TOTALENERGIES SE

-4.32%

Shares3.4K

Event2026-06-30

Filed2026-07-28

TDY

TELEDYNE TECHNOLOGIES INC

-1.02%

Shares389

Event2026-06-30

Filed2026-07-28

COF

CAPITAL ONE FINL CORP

-1.96%

Shares1.2K

Event2026-06-30

Filed2026-07-28

SERVICENOW INC

-9.65%

Shares2.5K

Event2026-06-30

Filed2026-07-28

IJH

ISHARES TR

3.91%

Shares3.1K

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM INC

-32.73%

Shares1.3K

Event2026-06-30

Filed2026-07-28

DTD

WISDOMTREE TR

0.51%

Shares2.6K

Event2026-06-30

Filed2026-07-28

ESGE

ISHARES INC

-8.03%

Shares4.4K

Event2026-06-30

Filed2026-07-28

MNST

MONSTER BEVERAGE CORP NEW

New

Shares2.5K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

8.28%

Shares1.7K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

New

Shares776

Event2026-06-30

Filed2026-07-28

PARKER-HANNIFIN CORP

-0.84%

Shares237

Event2026-06-30

Filed2026-07-28

ABBVIE INC

New

Shares911

Event2026-06-30

Filed2026-07-28

TXN

TEXAS INSTRS INC

New

Shares767

Event2026-06-30

Filed2026-07-28

GLW

CORNING INC

New

Shares873

Event2026-06-30

Filed2026-07-28

WFC

WELLS FARGO & CO

-5.25%

Shares2.6K

Event2026-06-30

Filed2026-07-28

BSCV

INVESCO EXCH TRD SLF IDX FD

New

Shares13.2K

Event2026-06-30

Filed2026-07-28

CRM

SALESFORCE INC

2.90%

Shares1.4K

Event2026-06-30

Filed2026-07-28

SCHA

SCHWAB STRATEGIC TR

New

Shares6.0K

Event2026-06-30

Filed2026-07-28

LOW

LOWES COS INC

0.62%

Shares968

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP

New

Shares489

Event2026-06-30

Filed2026-07-28

WSO

WATSCO INC

New

Shares493

Event2026-06-30

Filed2026-07-28

SCHK

SCHWAB STRATEGIC TR

New

Shares5.7K

Event2026-06-30

Filed2026-07-28

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares412

Event2026-06-30

Filed2026-07-28

APD

AIR PRODUCTS AND CHEMICALS I

-0.43%

Shares698

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

New

Shares281

Event2026-06-30

Filed2026-07-28

AIG

AMERICAN INTL GROUP INC

-2.61%

Shares2.7K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

8.26%

Shares1.2K

Event2026-06-30

Filed2026-07-28

BANCO SANTANDER SA

-0.39%

Shares12.3K

Event2026-06-30

Filed2026-07-28

LYG

LLOYDS BANKING GROUP PLC

-6.06%

Shares23.4K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available