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The Analysis of LongView Wealth Management's Holdings & P&L

Currently, LongView Wealth Management holds 227 types of securities in its portfolio with a total value $389.8M. In the most recent quarter, they have increased their positions in VUG (+76.9K shares, valued at $6.6M), VO (+46.6K shares, valued at $3.8M), CGIC (+25.5K shares, valued at $929.7K); decreased their positions in ICSH (-36.9K shares, valued at $1.9M), FMDE (-45.9K shares, valued at $1.9M), FNDF (-30.1K shares, valued at $1.6M); initiated new positions in CGHY (+14.4K shares, valued at $365.5K), SPHQ (+3.9K shares, valued at $354.3K), CORO (+7.9K shares, valued at $288.7K).

1M P&L

-4.3M-1.15%

3M P&L

+9.4M+2.65%

HY P&L

-17.3M-4.53%

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/A283.5M

77.4%

2Consumer Electronics15.0M

4.1%

3Home Improvement Retail11.8M

3.2%

Top Industries by Stock Count

1N/A145 stocks

70.7%

2Semiconductors5 stocks

2.4%

3Oil & Gas Midstream4 stocks

2.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHD SCHWAB STRATEGIC TR629.8K shares-5.07%2026-06-302026-07-17

ILCG ISHARES TR128.6K shares-5.54%2026-06-302026-07-17

AAPL APPLE INC51.7K shares-3.23%2026-06-302026-07-17

FBND FIDELITY MERRIMACK STR TR309.6K shares3.36%2026-06-302026-07-17

CGGR CAPITAL GROUP GROWTH ETF269.3K shares-0.94%2026-06-302026-07-17

SCHX SCHWAB STRATEGIC TR418.2K shares0.03%2026-06-302026-07-17

CGDV CAPITAL GROUP DIVIDEND VALUE243.6K shares-5.60%2026-06-302026-07-17

HD HOME DEPOT INC32.8K shares4.64%2026-06-302026-07-17

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CGBL CAPITAL GROUP CORE BALANCED276.5K shares4.59%2026-06-302026-07-17

VOO VANGUARD INDEX FDS13.0K shares9.16%2026-06-302026-07-17

QQQ INVESCO QQQ TR11.7K shares1.36%2026-06-302026-07-17

VUG VANGUARD INDEX FDS92.4K shares496.24%2026-06-302026-07-17

GPC GENUINE PARTS CO65.8K shares0.00%2026-06-302026-07-17

SCHY SCHWAB STRATEGIC TR207.3K shares3.98%2026-06-302026-07-17

SCHG SCHWAB STRATEGIC TR153.0K shares7.19%2026-06-302026-07-17

VO VANGUARD INDEX FDS61.7K shares309.70%2026-06-302026-07-17

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VT VANGUARD INTL EQUITY INDEX F31.0K shares0.43%2026-06-302026-07-17

CGDG CAPITAL GROUP DIVIDEND GROWE120.8K shares3.33%2026-06-302026-07-17

VB VANGUARD INDEX FDS14.9K shares-6.69%2026-06-302026-07-17

IQLT ISHARES TR88.6K shares-22.99%2026-06-302026-07-17

CGMS CAPITAL GRP FIXED INCM ETF T160.2K shares20.08%2026-06-302026-07-17

CGGE CAPITAL GROUP GLOBAL EQUITY123.8K shares-1.30%2026-06-302026-07-17

VANGUARD INDEX FDS VANGUARD INDEX FDS11.0K shares2.15%2026-06-302026-07-17

JEPI J P MORGAN EXCHANGE TRADED F69.1K shares13.01%2026-06-302026-07-17

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CGMU CAPITAL GRP FIXED INCM ETF T136.3K shares-1.70%2026-06-302026-07-17

VTV VANGUARD INDEX FDS16.9K shares-1.84%2026-06-302026-07-17

CGGO CAPITAL GROUP GBL GROWTH EQT84.9K shares-0.37%2026-06-302026-07-17

NVDA NVIDIA CORPORATION17.8K shares-9.11%2026-06-302026-07-17

AMZN AMAZON COM INC14.8K shares-12.55%2026-06-302026-07-17

AFL AFLAC INC29.0K shares-2.20%2026-06-302026-07-17

JNJ JOHNSON & JOHNSON12.6K shares-0.29%2026-06-302026-07-17

IYW ISHARES TR12.5K shares-1.40%2026-06-302026-07-17

Sponsored

FNDF SCHWAB STRATEGIC TR55.6K shares-35.10%2026-06-302026-07-17

MSFT MICROSOFT CORP7.6K shares-13.57%2026-06-302026-07-17

ISHARES TR ISHARES TR3.8K shares-0.05%2026-06-302026-07-17

CGCB CAPITAL GRP FIXED INCM ETF T107.3K shares11.78%2026-06-302026-07-17

KO COCA COLA CO34.1K shares-30.47%2026-06-302026-07-17

EPS WISDOMTREE TR35.4K shares7.72%2026-06-302026-07-17

UTG REAVES UTIL INCOME FD67.3K shares-0.06%2026-06-302026-07-17

CGUS CAPITAL GROUP CORE EQUITY ET60.8K shares-12.49%2026-06-302026-07-17

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ISHARES TR ISHARES TR25.8K shares7.84%2026-06-302026-07-17

VEA VANGUARD TAX-MANAGED FDS35.9K shares-2.30%2026-06-302026-07-17

FMDE FIDELITY COVINGTON TRUST62.4K shares-42.40%2026-06-302026-07-17

CGCP CAPITAL GRP FIXED INCM ETF T109.6K shares-7.55%2026-06-302026-07-17

ICSH ISHARES TR45.6K shares-44.68%2026-06-302026-07-17

IVW ISHARES TR15.3K shares1.81%2026-06-302026-07-17

SOUTHERN CO SOUTHERN CO21.2K shares-32.01%2026-06-302026-07-17

IUSB ISHARES TR44.0K shares50.19%2026-06-302026-07-17

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL3.9K shares-27.62%2026-06-302026-07-17

FESM FIDELITY COVINGTON TRUST37.1K shares12.03%2026-06-302026-07-17

WMT WALMART INC15.8K shares0.06%2026-06-302026-07-17

VYM VANGUARD WHITEHALL FDS11.3K shares1.04%2026-06-302026-07-17

GOVT ISHARES TR77.8K shares24.12%2026-06-302026-07-17

UPS UNITED PARCEL SVCS INC16.4K shares-1.95%2026-06-302026-07-17

ABBVIE INC ABBVIE INC6.8K shares-13.69%2026-06-302026-07-17

BDYN BLACKROCK ETF TRUST58.0K shares7.28%2026-06-302026-07-17

Sponsored

REZ ISHARES TR16.5K shares19.31%2026-06-302026-07-17

ISHARES TR ISHARES TR16.1K shares-9.07%2026-06-302026-07-17

IDMO INVESCO EXCH TRADED FD TR II25.5K shares17.39%2026-06-302026-07-17

CGMM CAPITAL GROUP EQUITY ETF TR45.8K shares3.44%2026-06-302026-07-17

FELC FIDELITY COVINGTON TRUST35.3K shares32.33%2026-06-302026-07-17

INMU BLACKROCK ETF TRUST II59.6K shares1.25%2026-06-302026-07-17

GOOG ALPHABET INC4.0K shares-9.50%2026-06-302026-07-17

GOOGL ALPHABET INC3.8K shares-11.49%2026-06-302026-07-17

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SPDR SERIES TRUST SPDR SERIES TRUST15.5K shares25.57%2026-06-302026-07-17

VWO VANGUARD INTL EQUITY INDEX F22.7K shares-0.65%2026-06-302026-07-17

BNDX VANGUARD CHARLOTTE FDS27.6K shares-3.36%2026-06-302026-07-17

MGC VANGUARD WORLD FD4.8K shares0.00%2026-06-302026-07-17

CGIC CAPITAL GROUP INTERNATIONAL35.9K shares247.18%2026-06-302026-07-17

CGNG CAPITAL GROUP NEW GEOGRAPHY34.2K shares-15.94%2026-06-302026-07-17

EXXON MOBIL CORP EXXON MOBIL CORP9.3K shares-44.45%2026-06-302026-07-17

BDVL BLACKROCK ETF TRUST48.0K shares12.85%2026-06-302026-07-17

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XLI SELECT SECTOR SPDR TR6.6K shares-1.91%2026-06-302026-07-17

BSV VANGUARD BD INDEX FDS15.2K shares-4.38%2026-06-302026-07-17

MGK VANGUARD WORLD FD13.3K shares361.24%2026-06-302026-07-17

IWF ISHARES TR9.2K shares247.04%2026-06-302026-07-17

ACWX ISHARES TR14.9K shares30.24%2026-06-302026-07-17

MUB ISHARES TR10.3K shares-9.53%2026-06-302026-07-17

DGRO ISHARES TR14.4K shares-4.59%2026-06-302026-07-17

CHD CHURCH & DWIGHT CO INC11.3K shares0.27%2026-06-302026-07-17

Sponsored

HDV ISHARES TR39.4K shares405.52%2026-06-302026-07-17

MTUM ISHARES TR3.1K shares20.98%2026-06-302026-07-17

VIG VANGUARD SPECIALIZED FUNDS4.4K shares-6.31%2026-06-302026-07-17

CGSD CAPITAL GRP FIXED INCM ETF T40.0K shares6.93%2026-06-302026-07-17

WELL WELLTOWER INC4.5K shares-2.32%2026-06-302026-07-17

FLDR FIDELITY MERRIMACK STR TR20.1K shares-0.30%2026-06-302026-07-17

DUK DUKE ENERGY CORP NEW7.8K shares0.23%2026-06-302026-07-17

MU MICRON TECHNOLOGY INC842 shares7.81%2026-06-302026-07-17

Sponsored

FDVV FIDELITY COVINGTON TRUST15.7K shares-37.32%2026-06-302026-07-17

IWD ISHARES TR3.9K shares-3.25%2026-06-302026-07-17

FEGE RBB FUND TRUST18.8K shares-1.37%2026-06-302026-07-17

PG PROCTER & GAMBLE CO6.3K shares0.34%2026-06-302026-07-17

AXP AMERICAN EXPRESS CO2.6K shares-4.67%2026-06-302026-07-17

FNDE SCHWAB STRATEGIC TR21.7K shares23.25%2026-06-302026-07-17

IVE ISHARES TR3.7K shares-11.16%2026-06-302026-07-17

USMV ISHARES TR8.7K shares-0.98%2026-06-302026-07-17

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION876 shares1.27%2026-06-302026-07-17

SCHP SCHWAB STRATEGIC TR30.2K shares-25.04%2026-06-302026-07-17

MBB ISHARES TR8.3K shares-15.81%2026-06-302026-07-17

DLR DIGITAL RLTY TR INC4.4K shares0.23%2026-06-302026-07-17

FNCL FIDELITY COVINGTON TRUST10.2K shares0.36%2026-06-302026-07-17

TSLA TESLA INC1.8K shares-0.60%2026-06-302026-07-17

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-17

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.3K shares-23.13%2026-06-302026-07-17

Sponsored

META PLATFORMS INC META PLATFORMS INC1.3K shares-2.53%2026-06-302026-07-17

LQD ISHARES TR6.3K shares13.98%2026-06-302026-07-17

NSC NORFOLK SOUTHN CORP2.2K shares0.41%2026-06-302026-07-17

DYNF BLACKROCK ETF TRUST9.9K shares-9.83%2026-06-302026-07-17

RIO RIO TINTO PLC7.0K shares-2.16%2026-06-302026-07-17

RSP INVESCO EXCHANGE TRADED FD T3.1K shares-16.05%2026-06-302026-07-17

VXF VANGUARD INDEX FDS2.7K shares0.00%2026-06-302026-07-17

XLF SELECT SECTOR SPDR TR11.9K shares-20.00%2026-06-302026-07-17

Sponsored

PFF ISHARES TR20.7K shares-7.99%2026-06-302026-07-17

CWB SPDR SERIES TRUST5.8K shares0.19%2026-06-302026-07-17

SCHV SCHWAB STRATEGIC TR17.9K shares-36.70%2026-06-302026-07-17

BXC BLUELINX HLDGS INC10.0K shares26.28%2026-06-302026-07-17

IWS ISHARES TR3.7K shares4.43%2026-06-302026-07-17

PKG PACKAGING CORP AMER2.5K shares0.00%2026-06-302026-07-17

FAST FASTENAL CO12.4K shares0.54%2026-06-302026-07-17

AMD ADVANCED MICRO DEVICES INC996 shares9.21%2026-06-302026-07-17

Sponsored

VV VANGUARD INDEX FDS1.7K shares-10.37%2026-06-302026-07-17

DGRW WISDOMTREE TR5.9K shares35.78%2026-06-302026-07-17

OEF ISHARES TR1.5K shares10.47%2026-06-302026-07-17

MCD MCDONALDS CORP2.0K shares-2.06%2026-06-302026-07-17

FENI FIDELITY COVINGTON TRUST13.4K shares-69.02%2026-06-302026-07-17

XLK SELECT SECTOR SPDR TR2.8K shares-19.06%2026-06-302026-07-17

ET ENERGY TRANSFER L P27.5K shares-2.42%2026-06-302026-07-17

CISCO SYS INC CISCO SYS INC4.4K shares-5.46%2026-06-302026-07-17

Sponsored

VBK VANGUARD INDEX FDS1.4K shares-7.57%2026-06-302026-07-17

DAL DELTA AIR LINES INC5.4K shares-1.79%2026-06-302026-07-17

INTC INTEL CORP3.6K shares-7.53%2026-06-302026-07-17

CAT CATERPILLAR INC469 shares0.00%2026-06-302026-07-17

IEMG ISHARES INC5.9K shares-35.17%2026-06-302026-07-17

XMHQ INVESCO EXCHANGE TRADED FD T4.3K shares0.14%2026-06-302026-07-17

VLO VALERO ENERGY CORP1.9K shares-1.16%2026-06-302026-07-17

IOO ISHARES TR3.4K shares0.38%2026-06-302026-07-17

Sponsored

AKRE PROFESIONALLY MANAGED PORTFO8.3K shares-36.05%2026-06-302026-07-17

NOBL PROSHARES TR7.8K shares100.00%2026-06-302026-07-17

BINC BLACKROCK ETF TRUST II8.4K shares-22.82%2026-06-302026-07-17

LVHD LEGG MASON ETF INVT9.7K shares0.61%2026-06-302026-07-17

XLP SELECT SECTOR SPDR TR5.0K shares-6.28%2026-06-302026-07-17

PCN PIMCO CORPORATE & INCM STRG34.8K shares-22.77%2026-06-302026-07-17

SMH VANECK ETF TRUST625 shares18.82%2026-06-302026-07-17

BAI BLACKROCK ETF TRUST7.7K shares-21.01%2026-06-302026-07-17

Sponsored

IMCG ISHARES TR4.1K shares1.39%2026-06-302026-07-17

VISA INC VISA INC1.1K shares-9.85%2026-06-302026-07-17

GE GE AEROSPACE1.0K shares-2.93%2026-06-302026-07-17

DVY ISHARES TR2.4K shares0.08%2026-06-302026-07-17

SBUX STARBUCKS CORP3.6K shares0.03%2026-06-302026-07-17

EFG ISHARES TR2.9K shares-8.06%2026-06-302026-07-17

CGHY CAPITAL GRP FIXED INCM ETF T14.4K sharesnew addition2026-06-302026-07-17

AVUV AMERICAN CENTY ETF TR2.9K shares43.46%2026-06-302026-07-17

Sponsored

SCZ ISHARES TR4.4K shares0.80%2026-06-302026-07-17

GARP ISHARES TR4.3K shares-80.70%2026-06-302026-07-17

TLH ISHARES TR3.5K shares-27.51%2026-06-302026-07-17

SPHQ INVESCO EXCHANGE TRADED FD T3.9K sharesnew addition2026-06-302026-07-17

ABT ABBOTT LABORATORIES3.9K shares-8.32%2026-06-302026-07-17

SIHY HARBOR ETF TRUST7.6K shares0.97%2026-06-302026-07-17

BROADCOM INC BROADCOM INC905 shares-26.06%2026-06-302026-07-17

CGCV CAPITAL GROUP CONSERVATIVE E10.2K shares-19.34%2026-06-302026-07-17

Sponsored

EFV ISHARES TR4.4K shares-49.59%2026-06-302026-07-17

ALPS ETF TR ALPS ETF TR6.4K shares6.68%2026-06-302026-07-17

SCHR SCHWAB STRATEGIC TR13.5K shares53.29%2026-06-302026-07-17

EPD ENTERPRISE PRODS PARTNERS L9.0K shares-11.27%2026-06-302026-07-17

QQQM INVESCO EXCH TRADED FD TR II1.1K shares0.19%2026-06-302026-07-17

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.8K shares-29.13%2026-06-302026-07-17

FHLC FIDELITY COVINGTON TRUST4.2K shares-22.20%2026-06-302026-07-17

MO ALTRIA GROUP INC4.4K shares0.00%2026-06-302026-07-17

Sponsored

FSTA FIDELITY COVINGTON TRUST6.1K shares0.25%2026-06-302026-07-17

BND VANGUARD BD INDEX FDS4.2K shares0.00%2026-06-302026-07-17

BLCR BLACKROCK ETF TRUST6.2K shares22.26%2026-06-302026-07-17

WORLD GOLD TR WORLD GOLD TR3.8K shares1.77%2026-06-302026-07-17

ESGV VANGUARD WORLD FD2.3K shares0.18%2026-06-302026-07-17

IJR ISHARES TR2.0K shares5.69%2026-06-302026-07-17

PEP PEPSICO INC2.2K shares-19.27%2026-06-302026-07-17

CORO BLACKROCK ETF TRUST7.9K sharesnew addition2026-06-302026-07-17

Sponsored

FENY FIDELITY COVINGTON TRUST9.7K shares-14.62%2026-06-302026-07-17

MDYV SPDR SERIES TRUST3.0K shares-30.04%2026-06-302026-07-17

SHW SHERWIN WILLIAMS CO830 shares-1.07%2026-06-302026-07-17

VXUS VANGUARD STAR FDS3.3K shares4.18%2026-06-302026-07-17

ADP AUTOMATIC DATA PROCESSING IN1.3K shares0.00%2026-06-302026-07-17

CGHM CAPITAL GRP FIXED INCM ETF T11.0K shares-73.16%2026-06-302026-07-17

XLE SELECT SECTOR SPDR TR5.3K sharesnew addition2026-06-302026-07-17

CVX CHEVRON CORPORATION1.7K shares-2.62%2026-06-302026-07-17

Sponsored

BLACKROCK ETF TRUST BLACKROCK ETF TRUST11.0K sharesnew addition2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T377 shares0.00%2026-06-302026-07-17

T AT&T INC13.6K shares-57.93%2026-06-302026-07-17

IWB ISHARES TR682 shares-13.45%2026-06-302026-07-17

FCOM FIDELITY COVINGTON TRUST4.0K shares0.25%2026-06-302026-07-17

SDY SPDR SERIES TRUST1.8K sharesnew addition2026-06-302026-07-17

OKE ONEOK INC NEW3.2K shares5.03%2026-06-302026-07-17

RTX CORPORATION RTX CORPORATION1.5K shares-1.69%2026-06-302026-07-17

Sponsored

PSR INVESCO ACTIVELY MANAGED EXC2.7K shares4.60%2026-06-302026-07-17

FELG FIDELITY COVINGTON TRUST6.2K sharesnew addition2026-06-302026-07-17

BLACKROCK ETF TRUST BLACKROCK ETF TRUST9.6K sharesnew addition2026-06-302026-07-17

VZ VERIZON COMMUNICATIONS INC6.3K shares-7.22%2026-06-302026-07-17

VEU VANGUARD INTL EQUITY INDEX F3.1K shares3.59%2026-06-302026-07-17

TFC TRUIST FINL CORP5.2K shares-2.59%2026-06-302026-07-17

IEF ISHARES TR2.7K sharesnew addition2026-06-302026-07-17

DXJ WISDOMTREE TR1.5K shares9.14%2026-06-302026-07-17

Sponsored

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II5.1K sharesnew addition2026-06-302026-07-17

TSM TAIWAN SEMICONDUCTOR MANUFAC533 shares-50.23%2026-06-302026-07-17

NGG NATIONAL GRID PLC3.0K shares0.00%2026-06-302026-07-17

VBR VANGUARD INDEX FDS1.0K shares-30.34%2026-06-302026-07-17

GLD SPDR GOLD TR678 shares1.19%2026-06-302026-07-17

JPST J P MORGAN EXCHANGE TRADED F4.8K shares-1.63%2026-06-302026-07-17

HEFA ISHARES TR5.2K shares0.00%2026-06-302026-07-17

IEUR ISHARES TR3.2K shares-37.26%2026-06-302026-07-17

Sponsored

IBM INTERNATIONAL BUSINESS MACHS843 shares-3.66%2026-06-302026-07-17

IJH ISHARES TR3.1K shares-5.15%2026-06-302026-07-17

LOW LOWES COS INC1.1K shares-2.10%2026-06-302026-07-17

TMO THERMO FISHER SCIENTIFIC INC471 shares-1.05%2026-06-302026-07-17

MINT PIMCO ETF TR2.3K shares0.31%2026-06-302026-07-17

COP CONOCOPHILLIPS2.1K shares-2.10%2026-06-302026-07-17

O REALTY INCOME CORP3.6K shares-78.89%2026-06-302026-07-17

VDE VANGUARD WORLD FD1.4K shares0.00%2026-06-302026-07-17

Sponsored

THRO BLACKROCK ETF TRUST5.0K shares-33.08%2026-06-302026-07-17

INSM INSMED INC2.0K shares0.00%2026-06-302026-07-17

LLY ELI LILLY & CO178 sharesnew addition2026-06-302026-07-17

GEV GE VERNOVA INC179 sharesnew addition2026-06-302026-07-17

BIV VANGUARD BD INDEX FDS2.7K shares-40.28%2026-06-302026-07-17

WMB WILLIAMS COS INC2.8K shares-3.50%2026-06-302026-07-17

KLAC KLA CORP692 sharesnew addition2026-06-302026-07-17

FBNC FIRST BANCORP N C3.2K sharesnew addition2026-06-302026-07-17

Sponsored

RWL INVESCO EXCH TRADED FD TR II1.6K shares-5.88%2026-06-302026-07-17

QUAL ISHARES TR920 shares-65.14%2026-06-302026-07-17

PFD FLAHERTY & CRUMRINE PFD INCO15.3K shares-13.38%2026-06-302026-07-17

SCHD

SCHWAB STRATEGIC TR

-5.07%

Shares629.8K

Event2026-06-30

Filed2026-07-17

ILCG

ISHARES TR

-5.54%

Shares128.6K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

-3.23%

Shares51.7K

Event2026-06-30

Filed2026-07-17

FBND

FIDELITY MERRIMACK STR TR

3.36%

Shares309.6K

Event2026-06-30

Filed2026-07-17

CGGR

CAPITAL GROUP GROWTH ETF

-0.94%

Shares269.3K

Event2026-06-30

Filed2026-07-17

SCHX

SCHWAB STRATEGIC TR

0.03%

Shares418.2K

Event2026-06-30

Filed2026-07-17

CGDV

CAPITAL GROUP DIVIDEND VALUE

-5.60%

Shares243.6K

Event2026-06-30

Filed2026-07-17

HOME DEPOT INC

4.64%

Shares32.8K

Event2026-06-30

Filed2026-07-17

CGBL

CAPITAL GROUP CORE BALANCED

4.59%

Shares276.5K

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD INDEX FDS

9.16%

Shares13.0K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

1.36%

Shares11.7K

Event2026-06-30

Filed2026-07-17

VUG

VANGUARD INDEX FDS

496.24%

Shares92.4K

Event2026-06-30

Filed2026-07-17

GPC

GENUINE PARTS CO

0.00%

Shares65.8K

Event2026-06-30

Filed2026-07-17

SCHY

SCHWAB STRATEGIC TR

3.98%

Shares207.3K

Event2026-06-30

Filed2026-07-17

SCHG

SCHWAB STRATEGIC TR

7.19%

Shares153.0K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

309.70%

Shares61.7K

Event2026-06-30

Filed2026-07-17

VANGUARD INTL EQUITY INDEX F

0.43%

Shares31.0K

Event2026-06-30

Filed2026-07-17

CGDG

CAPITAL GROUP DIVIDEND GROWE

3.33%

Shares120.8K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

-6.69%

Shares14.9K

Event2026-06-30

Filed2026-07-17

IQLT

ISHARES TR

-22.99%

Shares88.6K

Event2026-06-30

Filed2026-07-17

CGMS

CAPITAL GRP FIXED INCM ETF T

20.08%

Shares160.2K

Event2026-06-30

Filed2026-07-17

CGGE

CAPITAL GROUP GLOBAL EQUITY

-1.30%

Shares123.8K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

2.15%

Shares11.0K

Event2026-06-30

Filed2026-07-17

JEPI

J P MORGAN EXCHANGE TRADED F

13.01%

Shares69.1K

Event2026-06-30

Filed2026-07-17

CGMU

CAPITAL GRP FIXED INCM ETF T

-1.70%

Shares136.3K

Event2026-06-30

Filed2026-07-17

VTV

VANGUARD INDEX FDS

-1.84%

Shares16.9K

Event2026-06-30

Filed2026-07-17

CGGO

CAPITAL GROUP GBL GROWTH EQT

-0.37%

Shares84.9K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

-9.11%

Shares17.8K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

-12.55%

Shares14.8K

Event2026-06-30

Filed2026-07-17

AFL

AFLAC INC

-2.20%

Shares29.0K

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON

-0.29%

Shares12.6K

Event2026-06-30

Filed2026-07-17

IYW

ISHARES TR

-1.40%

Shares12.5K

Event2026-06-30

Filed2026-07-17

FNDF

SCHWAB STRATEGIC TR

-35.10%

Shares55.6K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

-13.57%

Shares7.6K

Event2026-06-30

Filed2026-07-17

ISHARES TR

-0.05%

Shares3.8K

Event2026-06-30

Filed2026-07-17

CGCB

CAPITAL GRP FIXED INCM ETF T

11.78%

Shares107.3K

Event2026-06-30

Filed2026-07-17

COCA COLA CO

-30.47%

Shares34.1K

Event2026-06-30

Filed2026-07-17

EPS

WISDOMTREE TR

7.72%

Shares35.4K

Event2026-06-30

Filed2026-07-17

UTG

REAVES UTIL INCOME FD

-0.06%

Shares67.3K

Event2026-06-30

Filed2026-07-17

CGUS

CAPITAL GROUP CORE EQUITY ET

-12.49%

Shares60.8K

Event2026-06-30

Filed2026-07-17

ISHARES TR

7.84%

Shares25.8K

Event2026-06-30

Filed2026-07-17

VEA

VANGUARD TAX-MANAGED FDS

-2.30%

Shares35.9K

Event2026-06-30

Filed2026-07-17

FMDE

FIDELITY COVINGTON TRUST

-42.40%

Shares62.4K

Event2026-06-30

Filed2026-07-17

CGCP

CAPITAL GRP FIXED INCM ETF T

-7.55%

Shares109.6K

Event2026-06-30

Filed2026-07-17

ICSH

ISHARES TR

-44.68%

Shares45.6K

Event2026-06-30

Filed2026-07-17

IVW

ISHARES TR

1.81%

Shares15.3K

Event2026-06-30

Filed2026-07-17

SOUTHERN CO

-32.01%

Shares21.2K

Event2026-06-30

Filed2026-07-17

IUSB

ISHARES TR

50.19%

Shares44.0K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL

-27.62%

Shares3.9K

Event2026-06-30

Filed2026-07-17

FESM

FIDELITY COVINGTON TRUST

12.03%

Shares37.1K

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC

0.06%

Shares15.8K

Event2026-06-30

Filed2026-07-17

VYM

VANGUARD WHITEHALL FDS

1.04%

Shares11.3K

Event2026-06-30

Filed2026-07-17

GOVT

ISHARES TR

24.12%

Shares77.8K

Event2026-06-30

Filed2026-07-17

UPS

UNITED PARCEL SVCS INC

-1.95%

Shares16.4K

Event2026-06-30

Filed2026-07-17

ABBVIE INC

-13.69%

Shares6.8K

Event2026-06-30

Filed2026-07-17

BDYN

BLACKROCK ETF TRUST

7.28%

Shares58.0K

Event2026-06-30

Filed2026-07-17

REZ

ISHARES TR

19.31%

Shares16.5K

Event2026-06-30

Filed2026-07-17

ISHARES TR

-9.07%

Shares16.1K

Event2026-06-30

Filed2026-07-17

IDMO

INVESCO EXCH TRADED FD TR II

17.39%

Shares25.5K

Event2026-06-30

Filed2026-07-17

CGMM

CAPITAL GROUP EQUITY ETF TR

3.44%

Shares45.8K

Event2026-06-30

Filed2026-07-17

FELC

FIDELITY COVINGTON TRUST

32.33%

Shares35.3K

Event2026-06-30

Filed2026-07-17

INMU

BLACKROCK ETF TRUST II

1.25%

Shares59.6K

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC

-9.50%

Shares4.0K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

-11.49%

Shares3.8K

Event2026-06-30

Filed2026-07-17

SPDR SERIES TRUST

25.57%

Shares15.5K

Event2026-06-30

Filed2026-07-17

VWO

VANGUARD INTL EQUITY INDEX F

-0.65%

Shares22.7K

Event2026-06-30

Filed2026-07-17

BNDX

VANGUARD CHARLOTTE FDS

-3.36%

Shares27.6K

Event2026-06-30

Filed2026-07-17

MGC

VANGUARD WORLD FD

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-17

CGIC

CAPITAL GROUP INTERNATIONAL

247.18%

Shares35.9K

Event2026-06-30

Filed2026-07-17

CGNG

CAPITAL GROUP NEW GEOGRAPHY

-15.94%

Shares34.2K

Event2026-06-30

Filed2026-07-17

EXXON MOBIL CORP

-44.45%

Shares9.3K

Event2026-06-30

Filed2026-07-17

BDVL

BLACKROCK ETF TRUST

12.85%

Shares48.0K

Event2026-06-30

Filed2026-07-17

XLI

SELECT SECTOR SPDR TR

-1.91%

Shares6.6K

Event2026-06-30

Filed2026-07-17

BSV

VANGUARD BD INDEX FDS

-4.38%

Shares15.2K

Event2026-06-30

Filed2026-07-17

MGK

VANGUARD WORLD FD

361.24%

Shares13.3K

Event2026-06-30

Filed2026-07-17

IWF

ISHARES TR

247.04%

Shares9.2K

Event2026-06-30

Filed2026-07-17

ACWX

ISHARES TR

30.24%

Shares14.9K

Event2026-06-30

Filed2026-07-17

MUB

ISHARES TR

-9.53%

Shares10.3K

Event2026-06-30

Filed2026-07-17

DGRO

ISHARES TR

-4.59%

Shares14.4K

Event2026-06-30

Filed2026-07-17

CHD

CHURCH & DWIGHT CO INC

0.27%

Shares11.3K

Event2026-06-30

Filed2026-07-17

HDV

ISHARES TR

405.52%

Shares39.4K

Event2026-06-30

Filed2026-07-17

MTUM

ISHARES TR

20.98%

Shares3.1K

Event2026-06-30

Filed2026-07-17

VIG

VANGUARD SPECIALIZED FUNDS

-6.31%

Shares4.4K

Event2026-06-30

Filed2026-07-17

CGSD

CAPITAL GRP FIXED INCM ETF T

6.93%

Shares40.0K

Event2026-06-30

Filed2026-07-17

WELL

WELLTOWER INC

-2.32%

Shares4.5K

Event2026-06-30

Filed2026-07-17

FLDR

FIDELITY MERRIMACK STR TR

-0.30%

Shares20.1K

Event2026-06-30

Filed2026-07-17

DUK

DUKE ENERGY CORP NEW

0.23%

Shares7.8K

Event2026-06-30

Filed2026-07-17

MICRON TECHNOLOGY INC

7.81%

Shares842

Event2026-06-30

Filed2026-07-17

FDVV

FIDELITY COVINGTON TRUST

-37.32%

Shares15.7K

Event2026-06-30

Filed2026-07-17

IWD

ISHARES TR

-3.25%

Shares3.9K

Event2026-06-30

Filed2026-07-17

FEGE

RBB FUND TRUST

-1.37%

Shares18.8K

Event2026-06-30

Filed2026-07-17

PROCTER & GAMBLE CO

0.34%

Shares6.3K

Event2026-06-30

Filed2026-07-17

AXP

AMERICAN EXPRESS CO

-4.67%

Shares2.6K

Event2026-06-30

Filed2026-07-17

FNDE

SCHWAB STRATEGIC TR

23.25%

Shares21.7K

Event2026-06-30

Filed2026-07-17

IVE

ISHARES TR

-11.16%

Shares3.7K

Event2026-06-30

Filed2026-07-17

USMV

ISHARES TR

-0.98%

Shares8.7K

Event2026-06-30

Filed2026-07-17

COSTCO WHOLESALE CORPORATION

1.27%

Shares876

Event2026-06-30

Filed2026-07-17

SCHP

SCHWAB STRATEGIC TR

-25.04%

Shares30.2K

Event2026-06-30

Filed2026-07-17

MBB

ISHARES TR

-15.81%

Shares8.3K

Event2026-06-30

Filed2026-07-17

DLR

DIGITAL RLTY TR INC

0.23%

Shares4.4K

Event2026-06-30

Filed2026-07-17

FNCL

FIDELITY COVINGTON TRUST

0.36%

Shares10.2K

Event2026-06-30

Filed2026-07-17

TSLA

TESLA INC

-0.60%

Shares1.8K

Event2026-06-30

Filed2026-07-17

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

-23.13%

Shares2.3K

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC

-2.53%

Shares1.3K

Event2026-06-30

Filed2026-07-17

LQD

ISHARES TR

13.98%

Shares6.3K

Event2026-06-30

Filed2026-07-17

NSC

NORFOLK SOUTHN CORP

0.41%

Shares2.2K

Event2026-06-30

Filed2026-07-17

DYNF

BLACKROCK ETF TRUST

-9.83%

Shares9.9K

Event2026-06-30

Filed2026-07-17

RIO

RIO TINTO PLC

-2.16%

Shares7.0K

Event2026-06-30

Filed2026-07-17

RSP

INVESCO EXCHANGE TRADED FD T

-16.05%

Shares3.1K

Event2026-06-30

Filed2026-07-17

VXF

VANGUARD INDEX FDS

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-17

XLF

SELECT SECTOR SPDR TR

-20.00%

Shares11.9K

Event2026-06-30

Filed2026-07-17

PFF

ISHARES TR

-7.99%

Shares20.7K

Event2026-06-30

Filed2026-07-17

CWB

SPDR SERIES TRUST

0.19%

Shares5.8K

Event2026-06-30

Filed2026-07-17

SCHV

SCHWAB STRATEGIC TR

-36.70%

Shares17.9K

Event2026-06-30

Filed2026-07-17

BXC

BLUELINX HLDGS INC

26.28%

Shares10.0K

Event2026-06-30

Filed2026-07-17

IWS

ISHARES TR

4.43%

Shares3.7K

Event2026-06-30

Filed2026-07-17

PKG

PACKAGING CORP AMER

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-17

FAST

FASTENAL CO

0.54%

Shares12.4K

Event2026-06-30

Filed2026-07-17

AMD

ADVANCED MICRO DEVICES INC

9.21%

Shares996

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

-10.37%

Shares1.7K

Event2026-06-30

Filed2026-07-17

DGRW

WISDOMTREE TR

35.78%

Shares5.9K

Event2026-06-30

Filed2026-07-17

OEF

ISHARES TR

10.47%

Shares1.5K

Event2026-06-30

Filed2026-07-17

MCD

MCDONALDS CORP

-2.06%

Shares2.0K

Event2026-06-30

Filed2026-07-17

FENI

FIDELITY COVINGTON TRUST

-69.02%

Shares13.4K

Event2026-06-30

Filed2026-07-17

XLK

SELECT SECTOR SPDR TR

-19.06%

Shares2.8K

Event2026-06-30

Filed2026-07-17

ENERGY TRANSFER L P

-2.42%

Shares27.5K

Event2026-06-30

Filed2026-07-17

CISCO SYS INC

-5.46%

Shares4.4K

Event2026-06-30

Filed2026-07-17

VBK

VANGUARD INDEX FDS

-7.57%

Shares1.4K

Event2026-06-30

Filed2026-07-17

DAL

DELTA AIR LINES INC

-1.79%

Shares5.4K

Event2026-06-30

Filed2026-07-17

INTC

INTEL CORP

-7.53%

Shares3.6K

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC

0.00%

Shares469

Event2026-06-30

Filed2026-07-17

IEMG

ISHARES INC

-35.17%

Shares5.9K

Event2026-06-30

Filed2026-07-17

XMHQ

INVESCO EXCHANGE TRADED FD T

0.14%

Shares4.3K

Event2026-06-30

Filed2026-07-17

VLO

VALERO ENERGY CORP

-1.16%

Shares1.9K

Event2026-06-30

Filed2026-07-17

IOO

ISHARES TR

0.38%

Shares3.4K

Event2026-06-30

Filed2026-07-17

AKRE

PROFESIONALLY MANAGED PORTFO

-36.05%

Shares8.3K

Event2026-06-30

Filed2026-07-17

NOBL

PROSHARES TR

100.00%

Shares7.8K

Event2026-06-30

Filed2026-07-17

BINC

BLACKROCK ETF TRUST II

-22.82%

Shares8.4K

Event2026-06-30

Filed2026-07-17

LVHD

LEGG MASON ETF INVT

0.61%

Shares9.7K

Event2026-06-30

Filed2026-07-17

XLP

SELECT SECTOR SPDR TR

-6.28%

Shares5.0K

Event2026-06-30

Filed2026-07-17

PCN

PIMCO CORPORATE & INCM STRG

-22.77%

Shares34.8K

Event2026-06-30

Filed2026-07-17

SMH

VANECK ETF TRUST

18.82%

Shares625

Event2026-06-30

Filed2026-07-17

BAI

BLACKROCK ETF TRUST

-21.01%

Shares7.7K

Event2026-06-30

Filed2026-07-17

IMCG

ISHARES TR

1.39%

Shares4.1K

Event2026-06-30

Filed2026-07-17

VISA INC

-9.85%

Shares1.1K

Event2026-06-30

Filed2026-07-17

GE AEROSPACE

-2.93%

Shares1.0K

Event2026-06-30

Filed2026-07-17

DVY

ISHARES TR

0.08%

Shares2.4K

Event2026-06-30

Filed2026-07-17

SBUX

STARBUCKS CORP

0.03%

Shares3.6K

Event2026-06-30

Filed2026-07-17

EFG

ISHARES TR

-8.06%

Shares2.9K

Event2026-06-30

Filed2026-07-17

CGHY

CAPITAL GRP FIXED INCM ETF T

New

Shares14.4K

Event2026-06-30

Filed2026-07-17

AVUV

AMERICAN CENTY ETF TR

43.46%

Shares2.9K

Event2026-06-30

Filed2026-07-17

SCZ

ISHARES TR

0.80%

Shares4.4K

Event2026-06-30

Filed2026-07-17

GARP

ISHARES TR

-80.70%

Shares4.3K

Event2026-06-30

Filed2026-07-17

TLH

ISHARES TR

-27.51%

Shares3.5K

Event2026-06-30

Filed2026-07-17

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares3.9K

Event2026-06-30

Filed2026-07-17

ABT

ABBOTT LABORATORIES

-8.32%

Shares3.9K

Event2026-06-30

Filed2026-07-17

SIHY

HARBOR ETF TRUST

0.97%

Shares7.6K

Event2026-06-30

Filed2026-07-17

BROADCOM INC

-26.06%

Shares905

Event2026-06-30

Filed2026-07-17

CGCV

CAPITAL GROUP CONSERVATIVE E

-19.34%

Shares10.2K

Event2026-06-30

Filed2026-07-17

EFV

ISHARES TR

-49.59%

Shares4.4K

Event2026-06-30

Filed2026-07-17

ALPS ETF TR

6.68%

Shares6.4K

Event2026-06-30

Filed2026-07-17

SCHR

SCHWAB STRATEGIC TR

53.29%

Shares13.5K

Event2026-06-30

Filed2026-07-17

EPD

ENTERPRISE PRODS PARTNERS L

-11.27%

Shares9.0K

Event2026-06-30

Filed2026-07-17

QQQM

INVESCO EXCH TRADED FD TR II

0.19%

Shares1.1K

Event2026-06-30

Filed2026-07-17

PALANTIR TECHNOLOGIES INC

-29.13%

Shares2.8K

Event2026-06-30

Filed2026-07-17

FHLC

FIDELITY COVINGTON TRUST

-22.20%

Shares4.2K

Event2026-06-30

Filed2026-07-17

ALTRIA GROUP INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-17

FSTA

FIDELITY COVINGTON TRUST

0.25%

Shares6.1K

Event2026-06-30

Filed2026-07-17

BND

VANGUARD BD INDEX FDS

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-17

BLCR

BLACKROCK ETF TRUST

22.26%

Shares6.2K

Event2026-06-30

Filed2026-07-17

WORLD GOLD TR

1.77%

Shares3.8K

Event2026-06-30

Filed2026-07-17

ESGV

VANGUARD WORLD FD

0.18%

Shares2.3K

Event2026-06-30

Filed2026-07-17

IJR

ISHARES TR

5.69%

Shares2.0K

Event2026-06-30

Filed2026-07-17

PEP

PEPSICO INC

-19.27%

Shares2.2K

Event2026-06-30

Filed2026-07-17

CORO

BLACKROCK ETF TRUST

New

Shares7.9K

Event2026-06-30

Filed2026-07-17

FENY

FIDELITY COVINGTON TRUST

-14.62%

Shares9.7K

Event2026-06-30

Filed2026-07-17

MDYV

SPDR SERIES TRUST

-30.04%

Shares3.0K

Event2026-06-30

Filed2026-07-17

SHW

SHERWIN WILLIAMS CO

-1.07%

Shares830

Event2026-06-30

Filed2026-07-17

VXUS

VANGUARD STAR FDS

4.18%

Shares3.3K

Event2026-06-30

Filed2026-07-17

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-17

CGHM

CAPITAL GRP FIXED INCM ETF T

-73.16%

Shares11.0K

Event2026-06-30

Filed2026-07-17

XLE

SELECT SECTOR SPDR TR

New

Shares5.3K

Event2026-06-30

Filed2026-07-17

CVX

CHEVRON CORPORATION

-2.62%

Shares1.7K

Event2026-06-30

Filed2026-07-17

BLACKROCK ETF TRUST

New

Shares11.0K

Event2026-06-30

Filed2026-07-17

STATE STR SPDR S&P 500 ETF T

0.00%

Shares377

Event2026-06-30

Filed2026-07-17

AT&T INC

-57.93%

Shares13.6K

Event2026-06-30

Filed2026-07-17

IWB

ISHARES TR

-13.45%

Shares682

Event2026-06-30

Filed2026-07-17

FCOM

FIDELITY COVINGTON TRUST

0.25%

Shares4.0K

Event2026-06-30

Filed2026-07-17

SDY

SPDR SERIES TRUST

New

Shares1.8K

Event2026-06-30

Filed2026-07-17

OKE

ONEOK INC NEW

5.03%

Shares3.2K

Event2026-06-30

Filed2026-07-17

RTX CORPORATION

-1.69%

Shares1.5K

Event2026-06-30

Filed2026-07-17

PSR

INVESCO ACTIVELY MANAGED EXC

4.60%

Shares2.7K

Event2026-06-30

Filed2026-07-17

FELG

FIDELITY COVINGTON TRUST

New

Shares6.2K

Event2026-06-30

Filed2026-07-17

BLACKROCK ETF TRUST

New

Shares9.6K

Event2026-06-30

Filed2026-07-17

VERIZON COMMUNICATIONS INC

-7.22%

Shares6.3K

Event2026-06-30

Filed2026-07-17

VEU

VANGUARD INTL EQUITY INDEX F

3.59%

Shares3.1K

Event2026-06-30

Filed2026-07-17

TFC

TRUIST FINL CORP

-2.59%

Shares5.2K

Event2026-06-30

Filed2026-07-17

IEF

ISHARES TR

New

Shares2.7K

Event2026-06-30

Filed2026-07-17

DXJ

WISDOMTREE TR

9.14%

Shares1.5K

Event2026-06-30

Filed2026-07-17

BLACKROCK ETF TRUST II

New

Shares5.1K

Event2026-06-30

Filed2026-07-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-50.23%

Shares533

Event2026-06-30

Filed2026-07-17

NGG

NATIONAL GRID PLC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-17

VBR

VANGUARD INDEX FDS

-30.34%

Shares1.0K

Event2026-06-30

Filed2026-07-17

GLD

SPDR GOLD TR

1.19%

Shares678

Event2026-06-30

Filed2026-07-17

JPST

J P MORGAN EXCHANGE TRADED F

-1.63%

Shares4.8K

Event2026-06-30

Filed2026-07-17

HEFA

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-17

IEUR

ISHARES TR

-37.26%

Shares3.2K

Event2026-06-30

Filed2026-07-17

IBM

INTERNATIONAL BUSINESS MACHS

-3.66%

Shares843

Event2026-06-30

Filed2026-07-17

IJH

ISHARES TR

-5.15%

Shares3.1K

Event2026-06-30

Filed2026-07-17

LOW

LOWES COS INC

-2.10%

Shares1.1K

Event2026-06-30

Filed2026-07-17

TMO

THERMO FISHER SCIENTIFIC INC

-1.05%

Shares471

Event2026-06-30

Filed2026-07-17

MINT

PIMCO ETF TR

0.31%

Shares2.3K

Event2026-06-30

Filed2026-07-17

COP

CONOCOPHILLIPS

-2.10%

Shares2.1K

Event2026-06-30

Filed2026-07-17

REALTY INCOME CORP

-78.89%

Shares3.6K

Event2026-06-30

Filed2026-07-17

VDE

VANGUARD WORLD FD

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-17

THRO

BLACKROCK ETF TRUST

-33.08%

Shares5.0K

Event2026-06-30

Filed2026-07-17

INSM

INSMED INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO

New

Shares178

Event2026-06-30

Filed2026-07-17

GEV

GE VERNOVA INC

New

Shares179

Event2026-06-30

Filed2026-07-17

BIV

VANGUARD BD INDEX FDS

-40.28%

Shares2.7K

Event2026-06-30

Filed2026-07-17

WMB

WILLIAMS COS INC

-3.50%

Shares2.8K

Event2026-06-30

Filed2026-07-17

KLAC

KLA CORP

New

Shares692

Event2026-06-30

Filed2026-07-17

FBNC

FIRST BANCORP N C

New

Shares3.2K

Event2026-06-30

Filed2026-07-17

RWL

INVESCO EXCH TRADED FD TR II

-5.88%

Shares1.6K

Event2026-06-30

Filed2026-07-17

QUAL

ISHARES TR

-65.14%

Shares920

Event2026-06-30

Filed2026-07-17

PFD

FLAHERTY & CRUMRINE PFD INCO

-13.38%

Shares15.3K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available