Sponsored

The Analysis of LVM CAPITAL MANAGEMENT LTD/MI's Holdings & P&L

Currently, LVM CAPITAL MANAGEMENT LTD/MI holds 163 types of securities in its portfolio with a total value $1.2M. In the most recent quarter, they have increased their positions in N/A (+248.9K shares, valued at $34.0K), SYK (+8.6K shares, valued at $2.7K), IWF (+14.9K shares, valued at $1.9K); decreased their positions in N/A (-4.5K shares, valued at $3.3K), EMXC (-27.7K shares, valued at $2.8K), N/A (-6.0K shares, valued at $2.3K); initiated new positions in N/A (+248.9K shares, valued at $34.0K), N/A (+3.7K shares, valued at $703), BLDR (+7.4K shares, valued at $666).

1M P&L

+21.2M+2.71%

3M P&L

+48.7M+6.46%

HY P&L

+51.6M+6.86%

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/A120.5K

13.9%

2Drug Manufacturers - General117.5K

13.6%

3Consumer Electronics105.5K

12.2%

Top Industries by Stock Count

1N/A35 stocks

26.7%

2Drug Manufacturers - General6 stocks

4.6%

3Semiconductors5 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE364.4K shares-0.77%2026-06-302026-07-09

BROADCOM BROADCOM232.9K shares-2.52%2026-06-302026-07-09

MSFT MICROSOFT168.7K shares-0.46%2026-06-302026-07-09

LLY ELI LILLY50.5K shares-0.34%2026-06-302026-07-09

APPLIED MATERIALS APPLIED MATERIALS65.9K shares-6.40%2026-06-302026-07-09

GOOGL ALPHABET CL A128.1K shares-1.23%2026-06-302026-07-09

CISCO SYSTEMS CISCO SYSTEMS378.5K shares-2.96%2026-06-302026-07-09

ABBVIE ABBVIE173.0K shares0.88%2026-06-302026-07-09

Sponsored

MS MORGAN STANLEY190.0K shares-0.74%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON141.8K shares-0.19%2026-06-302026-07-09

EXXON MOBIL EXXON MOBIL248.9K sharesnew addition2026-06-302026-07-09

DGRW WISDOMTREE US DIV GROWTH ETF291.8K shares1.47%2026-06-302026-07-09

NVT NVENT ELECTRIC160.0K shares-2.35%2026-06-302026-07-09

AXP AMERICAN EXPRESS79.7K shares-0.01%2026-06-302026-07-09

PG PROCTER & GAMBLE181.4K shares-0.07%2026-06-302026-07-09

IAU ISHARES GOLD TRUST ETF299.6K shares-0.51%2026-06-302026-07-09

Sponsored

NOC NORTHROP GRUMMAN40.1K shares3.08%2026-06-302026-07-09

ISHARES MSCI INTERNATIONAL QUA ISHARES MSCI INTERNATIONAL QUA400.6K shares0.14%2026-06-302026-07-09

SYK STRYKER62.6K shares15.88%2026-06-302026-07-09

IDA IDACORP129.1K shares1.09%2026-06-302026-07-09

PANW PALO ALTO NETWORKS56.1K shares-2.82%2026-06-302026-07-09

JPMORGAN CHASE JPMORGAN CHASE58.0K shares0.14%2026-06-302026-07-09

NVDA NVIDIA89.1K shares0.24%2026-06-302026-07-09

HUBB HUBBELL31.3K shares0.30%2026-06-302026-07-09

Sponsored

EMXC ISHARES MSCI EMERGING MARKETS157.7K shares-14.95%2026-06-302026-07-09

AMZN AMAZON67.5K shares0.96%2026-06-302026-07-09

FTNT FORTINET99.8K shares-0.15%2026-06-302026-07-09

SPDR S&P 500 EQUITY ETF SPDR S&P 500 EQUITY ETF17.4K shares-2.19%2026-06-302026-07-09

VRTX VERTEX PHARMACEUTICALS25.0K shares-3.27%2026-06-302026-07-09

EOG EOG RESOURCES83.2K shares1.46%2026-06-302026-07-09

KR KROGER190.2K shares-3.80%2026-06-302026-07-09

AMGN AMGEN29.1K shares-2.00%2026-06-302026-07-09

Sponsored

HD HOME DEPOT29.5K shares-6.19%2026-06-302026-07-09

DGRS WISDOMTREE US SMALLCAP DIV GRO148.5K shares3.04%2026-06-302026-07-09

DLR DIGITAL REALTY TRUST45.4K shares-1.76%2026-06-302026-07-09

PFE PFIZER336.6K shares0.15%2026-06-302026-07-09

UBER UBER110.8K shares2.44%2026-06-302026-07-09

WASTE MANAGEMENT WASTE MANAGEMENT30.9K shares0.00%2026-06-302026-07-09

CVX CHEVRON38.3K shares-0.46%2026-06-302026-07-09

SPTM SPDR PORTFOLIO TOTAL EQUITY MA66.7K shares1.59%2026-06-302026-07-09

Sponsored

IXUS ISHARES CORE INTERNATIONAL STO63.1K shares3.25%2026-06-302026-07-09

MO ALTRIA GROUP75.0K shares-0.01%2026-06-302026-07-09

SCHD SCHWAB US DIVIDEND EQ ETF150.0K shares3.82%2026-06-302026-07-09

O REALTY INCOME72.6K shares5.73%2026-06-302026-07-09

PM PHILIP MORRIS24.2K shares0.17%2026-06-302026-07-09

LMT LOCKHEED MARTIN8.5K shares-5.56%2026-06-302026-07-09

GOOG ALPHABET CL C10.6K shares-1.06%2026-06-302026-07-09

XLK TECHNOLOGY SECTOR SPDR ETF18.4K shares0.09%2026-06-302026-07-09

Sponsored

DHS WISDOMTREE HIGH DIVIDEND ETF28.7K shares-1.32%2026-06-302026-07-09

IBM INTERNATIONAL BUSINESS MACHINE11.4K shares-0.87%2026-06-302026-07-09

SYY SYSCO38.3K shares-1.69%2026-06-302026-07-09

INTC INTEL22.3K shares-2.62%2026-06-302026-07-09

CASY CASEYS GENERAL STORES3.8K shares0.00%2026-06-302026-07-09

GLD SPDR GOLD TRUST ETF7.5K shares0.00%2026-06-302026-07-09

FITB FIFTH THIRD BANCORP47.8K shares-1.44%2026-06-302026-07-09

ABT ABBOTT LABS28.5K shares0.00%2026-06-302026-07-09

Sponsored

IWF ISHARES RUSSELL 1000 GROWTH IN19.9K shares300.00%2026-06-302026-07-09

HSY HERSHEY13.8K shares-4.00%2026-06-302026-07-09

PEP PEPSICO17.4K shares0.00%2026-06-302026-07-09

CAT CATERPILLAR2.2K shares0.00%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY CL B4.5K shares-1.41%2026-06-302026-07-09

KO COCA-COLA26.7K shares-3.17%2026-06-302026-07-09

TD TORONTO-DOMINION BANK16.1K shares0.00%2026-06-302026-07-09

NEXTERA ENERGY NEXTERA ENERGY21.7K shares0.00%2026-06-302026-07-09

Sponsored

XLV SPDR HEALTH CARE SECTOR ETF10.3K shares4.06%2026-06-302026-07-09

SMH VANECK SEMICONDUCTOR ETF2.5K shares-9.06%2026-06-302026-07-09

LIEN CHICAGO ATLANTIC BDC161.3K shares0.00%2026-06-302026-07-09

MRK MERCK11.9K shares-2.06%2026-06-302026-07-09

RTX CORP RTX CORP7.7K shares0.00%2026-06-302026-07-09

XNTK SPDR NYSE TECHNOLOGY EQUITY ET3.7K shares1.17%2026-06-302026-07-09

DE DEERE2.1K shares0.00%2026-06-302026-07-09

PHYS SPROTT PHYSICAL GOLD TRUST43.3K shares0.00%2026-06-302026-07-09

Sponsored

IJH ISHARES S&P MID-CAP EQUITY ETF15.3K shares0.00%2026-06-302026-07-09

VWO VANGUARD FTSE EMERGING MARKETS18.9K shares-0.96%2026-06-302026-07-09

BAC BANK OF AMERICA19.1K shares0.00%2026-06-302026-07-09

TRAVELERS TRAVELERS3.3K shares0.00%2026-06-302026-07-09

3M 3M6.6K shares0.00%2026-06-302026-07-09

UNITEDHEALTH GROUP UNITEDHEALTH GROUP2.4K shares0.00%2026-06-302026-07-09

IJR ISHARES S&P SMALLCAP 600 INDEX6.6K shares0.00%2026-06-302026-07-09

VIG VANGUARD DIVIDEND APPRECIATION4.0K shares0.00%2026-06-302026-07-09

Sponsored

CLX CLOROX9.6K shares209.77%2026-06-302026-07-09

MCD MCDONALDS3.4K shares0.00%2026-06-302026-07-09

DUK DUKE ENERGY6.9K shares0.00%2026-06-302026-07-09

CTAS CINTAS5.0K shares0.00%2026-06-302026-07-09

VISA CL A VISA CL A2.4K shares0.00%2026-06-302026-07-09

ETN EATON1.9K shares2.16%2026-06-302026-07-09

PNC PNC FINANCIAL3.3K shares0.00%2026-06-302026-07-09

MBWM MERCANTILE BANK13.9K shares-0.72%2026-06-302026-07-09

Sponsored

PSX PHILLIPS 664.7K shares0.00%2026-06-302026-07-09

MEDTRONIC MEDTRONIC9.7K shares-13.07%2026-06-302026-07-09

SPDW SPDR PORTFOLIO DEVELOPED WORLD15.1K shares0.00%2026-06-302026-07-09

CNI CANADIAN NATIONAL RAILWAY6.3K shares0.00%2026-06-302026-07-09

BRK.A BERKSHIRE HATHAWAY CL A1 shares0.00%2026-06-302026-07-09

ORACLE ORACLE5.0K shares-1.96%2026-06-302026-07-09

BMY BRISTOL-MYERS SQUIBB12.7K shares0.00%2026-06-302026-07-09

ASTRAZENECA ADR ASTRAZENECA ADR3.7K sharesnew addition2026-06-302026-07-09

Sponsored

MRNA MODERNA9.9K shares0.01%2026-06-302026-07-09

NUE NUCOR3.1K shares-8.82%2026-06-302026-07-09

COSTCO WHOLESALE COSTCO WHOLESALE713 shares-1.38%2026-06-302026-07-09

BLDR BUILDERS FIRSTSOURCE7.4K sharesnew addition2026-06-302026-07-09

ISHARES S&P 500 INDEX ETF ISHARES S&P 500 INDEX ETF853 shares0.00%2026-06-302026-07-09

SRE SEMPRA ENERGY6.7K shares0.00%2026-06-302026-07-09

ARE ALEXANDRIA REAL ESTATE11.7K sharesnew addition2026-06-302026-07-09

DOMINION ENERGY DOMINION ENERGY9.0K sharesnew addition2026-06-302026-07-09

Sponsored

IP INTERNATIONAL PAPER16.1K sharesnew addition2026-06-302026-07-09

ADP AUTOMATIC DATA PROCESSING2.7K shares0.00%2026-06-302026-07-09

AMT AMERICAN TOWER3.7K shares0.00%2026-06-302026-07-09

BBY BEST BUY7.9K sharesnew addition2026-06-302026-07-09

WMB WILLIAMS COMPANIES8.0K sharesnew addition2026-06-302026-07-09

MU MICRON TECHNOLOGY508 sharesnew addition2026-06-302026-07-09

TTD THE TRADE DESK32.0K sharesnew addition2026-06-302026-07-09

HPQ HP26.1K sharesnew addition2026-06-302026-07-09

Sponsored

TMO THERMO FISHER SCIENTIFIC1.1K shares0.00%2026-06-302026-07-09

WMT WALMART4.3K shares-1.16%2026-06-302026-07-09

SOUTHERN SOUTHERN5.0K shares0.00%2026-06-302026-07-09

KMB KIMBERLY CLARK4.3K shares-2.28%2026-06-302026-07-09

T AT&T21.6K shares0.00%2026-06-302026-07-09

VZ VERIZON COMMUNICATIONS10.2K shares-50.79%2026-06-302026-07-09

FAST FASTENAL9.0K shares0.00%2026-06-302026-07-09

VUG VANGUARD GROWTH ETF4.9K shares500.00%2026-06-302026-07-09

Sponsored

XLY SPDR CONSUMER DISCRETIONARY ET3.6K shares-0.28%2026-06-302026-07-09

YUM YUM BRANDS2.6K shares0.00%2026-06-302026-07-09

DFUV DIMENSIONAL US MARKETWIDE VALU7.4K shares0.00%2026-06-302026-07-09

VOO VANGUARD S&P 500 ETF589 shares0.00%2026-06-302026-07-09

META PLATFORMS META PLATFORMS678 shares0.00%2026-06-302026-07-09

NOBL PROSHARES S&P 500 DIVIDEND ARI6.6K shares100.00%2026-06-302026-07-09

MASTERCARD MASTERCARD710 shares0.00%2026-06-302026-07-09

TXN TEXAS INSTRUMENTS1.2K shares0.00%2026-06-302026-07-09

Sponsored

APD AIR PRODUCTS & CHEMICALS1.2K shares0.00%2026-06-302026-07-09

DVY ISHARES DIVIDEND EQUITY ETF2.0K shares0.00%2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES519 sharesnew addition2026-06-302026-07-09

CL COLGATE PALMOLIVE3.2K shares0.00%2026-06-302026-07-09

GD GENERAL DYNAMICS825 shares0.00%2026-06-302026-07-09

PH PARKER-HANNIFIN299 shares0.00%2026-06-302026-07-09

USB US BANCORP4.8K shares0.00%2026-06-302026-07-09

IWM ISHARES RUSSELL 2000 SMALLCAP950 shares0.00%2026-06-302026-07-09

Sponsored

AEP AMERICAN ELECTRIC POWER2.0K shares0.00%2026-06-302026-07-09

GNTX GENTEX11.1K shares0.00%2026-06-302026-07-09

DLN WISDOMTREE TRUST ETF2.9K shares0.00%2026-06-302026-07-09

CHD CHURCH & DWIGHT2.8K shares0.00%2026-06-302026-07-09

XLE ENERGY SECTOR SPDR ETF5.2K shares-5.47%2026-06-302026-07-09

S&P GLOBAL S&P GLOBAL674 shares-4.67%2026-06-302026-07-09

TT TRANE550 shares0.00%2026-06-302026-07-09

EES WISDOMTREE SMALLCAP EARNINGS E3.9K shares0.00%2026-06-302026-07-09

Sponsored

NSC NORFOLK SOUTHERN835 shares0.00%2026-06-302026-07-09

FI FISERV INC5.3K shares0.00%2026-06-302026-07-09

TJX TJX COMPANIES1.7K shares-17.91%2026-06-302026-07-09

VANGUARD TOTAL STOCK MARKET ET VANGUARD TOTAL STOCK MARKET ET678 shares0.15%2026-06-302026-07-09

BLACKROCK BLACKROCK250 shares0.00%2026-06-302026-07-09

VGT VANGUARD INFORMATION TECHNOLOG2.0K sharesnew addition2026-06-302026-07-09

BF.B BROWN-FORMAN CL B8.9K shares0.00%2026-06-302026-07-09

ONEQ FIDELITY NASDAQ COMPOSITE INDE2.3K sharesnew addition2026-06-302026-07-09

Sponsored

DTE DTE ENERGY1.5K shares0.00%2026-06-302026-07-09

LRCX LAM RESEARCH500 sharesnew addition2026-06-302026-07-09

FNV FRANCO-NEVADA1.0K shares0.00%2026-06-302026-07-09

EPD ENTERPRISE PRODUCTS PARTNERS5.5K shares0.00%2026-06-302026-07-09

COP CONOCOPHILLIPS1.9K shares0.00%2026-06-302026-07-09

ORISKO METALS ORISKO METALS55.1K shares22.17%2026-06-302026-07-09

VXRT VAXART25.0K shares0.00%2026-06-302026-07-09

ECOLOCLEAN INDUSTRIES ECOLOCLEAN INDUSTRIES26.3K shares0.00%2026-06-302026-07-09

Sponsored

GNIS PETROLEUM GNIS PETROLEUM22.0K shares0.00%2026-06-302026-07-09

REPUBLIC FIRST BANCORP REPUBLIC FIRST BANCORP50.0K shares0.00%2026-06-302026-07-09

WEBB INTERACT SERVICES WEBB INTERACT SERVICES303.6K shares0.00%2026-06-302026-07-09

AAPL

APPLE

-0.77%

Shares364.4K

Event2026-06-30

Filed2026-07-09

BROADCOM

-2.52%

Shares232.9K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT

-0.46%

Shares168.7K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY

-0.34%

Shares50.5K

Event2026-06-30

Filed2026-07-09

APPLIED MATERIALS

-6.40%

Shares65.9K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET CL A

-1.23%

Shares128.1K

Event2026-06-30

Filed2026-07-09

CISCO SYSTEMS

-2.96%

Shares378.5K

Event2026-06-30

Filed2026-07-09

ABBVIE

0.88%

Shares173.0K

Event2026-06-30

Filed2026-07-09

MORGAN STANLEY

-0.74%

Shares190.0K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

-0.19%

Shares141.8K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL

New

Shares248.9K

Event2026-06-30

Filed2026-07-09

DGRW

WISDOMTREE US DIV GROWTH ETF

1.47%

Shares291.8K

Event2026-06-30

Filed2026-07-09

NVT

NVENT ELECTRIC

-2.35%

Shares160.0K

Event2026-06-30

Filed2026-07-09

AXP

AMERICAN EXPRESS

-0.01%

Shares79.7K

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE

-0.07%

Shares181.4K

Event2026-06-30

Filed2026-07-09

IAU

ISHARES GOLD TRUST ETF

-0.51%

Shares299.6K

Event2026-06-30

Filed2026-07-09

NOC

NORTHROP GRUMMAN

3.08%

Shares40.1K

Event2026-06-30

Filed2026-07-09

ISHARES MSCI INTERNATIONAL QUA

0.14%

Shares400.6K

Event2026-06-30

Filed2026-07-09

SYK

STRYKER

15.88%

Shares62.6K

Event2026-06-30

Filed2026-07-09

IDA

IDACORP

1.09%

Shares129.1K

Event2026-06-30

Filed2026-07-09

PANW

PALO ALTO NETWORKS

-2.82%

Shares56.1K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE

0.14%

Shares58.0K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA

0.24%

Shares89.1K

Event2026-06-30

Filed2026-07-09

HUBB

HUBBELL

0.30%

Shares31.3K

Event2026-06-30

Filed2026-07-09

EMXC

ISHARES MSCI EMERGING MARKETS

-14.95%

Shares157.7K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON

0.96%

Shares67.5K

Event2026-06-30

Filed2026-07-09

FTNT

FORTINET

-0.15%

Shares99.8K

Event2026-06-30

Filed2026-07-09

SPDR S&P 500 EQUITY ETF

-2.19%

Shares17.4K

Event2026-06-30

Filed2026-07-09

VRTX

VERTEX PHARMACEUTICALS

-3.27%

Shares25.0K

Event2026-06-30

Filed2026-07-09

EOG

EOG RESOURCES

1.46%

Shares83.2K

Event2026-06-30

Filed2026-07-09

KROGER

-3.80%

Shares190.2K

Event2026-06-30

Filed2026-07-09

AMGN

AMGEN

-2.00%

Shares29.1K

Event2026-06-30

Filed2026-07-09

HOME DEPOT

-6.19%

Shares29.5K

Event2026-06-30

Filed2026-07-09

DGRS

WISDOMTREE US SMALLCAP DIV GRO

3.04%

Shares148.5K

Event2026-06-30

Filed2026-07-09

DLR

DIGITAL REALTY TRUST

-1.76%

Shares45.4K

Event2026-06-30

Filed2026-07-09

PFE

PFIZER

0.15%

Shares336.6K

Event2026-06-30

Filed2026-07-09

UBER

2.44%

Shares110.8K

Event2026-06-30

Filed2026-07-09

WASTE MANAGEMENT

0.00%

Shares30.9K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON

-0.46%

Shares38.3K

Event2026-06-30

Filed2026-07-09

SPTM

SPDR PORTFOLIO TOTAL EQUITY MA

1.59%

Shares66.7K

Event2026-06-30

Filed2026-07-09

IXUS

ISHARES CORE INTERNATIONAL STO

3.25%

Shares63.1K

Event2026-06-30

Filed2026-07-09

ALTRIA GROUP

-0.01%

Shares75.0K

Event2026-06-30

Filed2026-07-09

SCHD

SCHWAB US DIVIDEND EQ ETF

3.82%

Shares150.0K

Event2026-06-30

Filed2026-07-09

REALTY INCOME

5.73%

Shares72.6K

Event2026-06-30

Filed2026-07-09

PHILIP MORRIS

0.17%

Shares24.2K

Event2026-06-30

Filed2026-07-09

LMT

LOCKHEED MARTIN

-5.56%

Shares8.5K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET CL C

-1.06%

Shares10.6K

Event2026-06-30

Filed2026-07-09

XLK

TECHNOLOGY SECTOR SPDR ETF

0.09%

Shares18.4K

Event2026-06-30

Filed2026-07-09

DHS

WISDOMTREE HIGH DIVIDEND ETF

-1.32%

Shares28.7K

Event2026-06-30

Filed2026-07-09

IBM

INTERNATIONAL BUSINESS MACHINE

-0.87%

Shares11.4K

Event2026-06-30

Filed2026-07-09

SYY

SYSCO

-1.69%

Shares38.3K

Event2026-06-30

Filed2026-07-09

INTC

INTEL

-2.62%

Shares22.3K

Event2026-06-30

Filed2026-07-09

CASY

CASEYS GENERAL STORES

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD TRUST ETF

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-09

FITB

FIFTH THIRD BANCORP

-1.44%

Shares47.8K

Event2026-06-30

Filed2026-07-09

ABT

ABBOTT LABS

0.00%

Shares28.5K

Event2026-06-30

Filed2026-07-09

IWF

ISHARES RUSSELL 1000 GROWTH IN

300.00%

Shares19.9K

Event2026-06-30

Filed2026-07-09

HSY

HERSHEY

-4.00%

Shares13.8K

Event2026-06-30

Filed2026-07-09

PEP

PEPSICO

0.00%

Shares17.4K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY CL B

-1.41%

Shares4.5K

Event2026-06-30

Filed2026-07-09

COCA-COLA

-3.17%

Shares26.7K

Event2026-06-30

Filed2026-07-09

TORONTO-DOMINION BANK

0.00%

Shares16.1K

Event2026-06-30

Filed2026-07-09

NEXTERA ENERGY

0.00%

Shares21.7K

Event2026-06-30

Filed2026-07-09

XLV

SPDR HEALTH CARE SECTOR ETF

4.06%

Shares10.3K

Event2026-06-30

Filed2026-07-09

SMH

VANECK SEMICONDUCTOR ETF

-9.06%

Shares2.5K

Event2026-06-30

Filed2026-07-09

LIEN

CHICAGO ATLANTIC BDC

0.00%

Shares161.3K

Event2026-06-30

Filed2026-07-09

MRK

MERCK

-2.06%

Shares11.9K

Event2026-06-30

Filed2026-07-09

RTX CORP

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-09

XNTK

SPDR NYSE TECHNOLOGY EQUITY ET

1.17%

Shares3.7K

Event2026-06-30

Filed2026-07-09

DEERE

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-09

PHYS

SPROTT PHYSICAL GOLD TRUST

0.00%

Shares43.3K

Event2026-06-30

Filed2026-07-09

IJH

ISHARES S&P MID-CAP EQUITY ETF

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD FTSE EMERGING MARKETS

-0.96%

Shares18.9K

Event2026-06-30

Filed2026-07-09

BAC

BANK OF AMERICA

0.00%

Shares19.1K

Event2026-06-30

Filed2026-07-09

TRAVELERS

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-09

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-09

IJR

ISHARES S&P SMALLCAP 600 INDEX

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-09

VIG

VANGUARD DIVIDEND APPRECIATION

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-09

CLX

CLOROX

209.77%

Shares9.6K

Event2026-06-30

Filed2026-07-09

MCD

MCDONALDS

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-09

DUK

DUKE ENERGY

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-09

CTAS

CINTAS

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-09

VISA CL A

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-09

ETN

EATON

2.16%

Shares1.9K

Event2026-06-30

Filed2026-07-09

PNC

PNC FINANCIAL

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-09

MBWM

MERCANTILE BANK

-0.72%

Shares13.9K

Event2026-06-30

Filed2026-07-09

PSX

PHILLIPS 66

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-09

MEDTRONIC

-13.07%

Shares9.7K

Event2026-06-30

Filed2026-07-09

SPDW

SPDR PORTFOLIO DEVELOPED WORLD

0.00%

Shares15.1K

Event2026-06-30

Filed2026-07-09

CNI

CANADIAN NATIONAL RAILWAY

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-09

BRK.A

BERKSHIRE HATHAWAY CL A

0.00%

Shares1

Event2026-06-30

Filed2026-07-09

ORACLE

-1.96%

Shares5.0K

Event2026-06-30

Filed2026-07-09

BMY

BRISTOL-MYERS SQUIBB

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-09

ASTRAZENECA ADR

New

Shares3.7K

Event2026-06-30

Filed2026-07-09

MRNA

MODERNA

0.01%

Shares9.9K

Event2026-06-30

Filed2026-07-09

NUE

NUCOR

-8.82%

Shares3.1K

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE

-1.38%

Shares713

Event2026-06-30

Filed2026-07-09

BLDR

BUILDERS FIRSTSOURCE

New

Shares7.4K

Event2026-06-30

Filed2026-07-09

ISHARES S&P 500 INDEX ETF

0.00%

Shares853

Event2026-06-30

Filed2026-07-09

SRE

SEMPRA ENERGY

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-09

ARE

ALEXANDRIA REAL ESTATE

New

Shares11.7K

Event2026-06-30

Filed2026-07-09

DOMINION ENERGY

New

Shares9.0K

Event2026-06-30

Filed2026-07-09

INTERNATIONAL PAPER

New

Shares16.1K

Event2026-06-30

Filed2026-07-09

ADP

AUTOMATIC DATA PROCESSING

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-09

AMT

AMERICAN TOWER

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-09

BBY

BEST BUY

New

Shares7.9K

Event2026-06-30

Filed2026-07-09

WMB

WILLIAMS COMPANIES

New

Shares8.0K

Event2026-06-30

Filed2026-07-09

MICRON TECHNOLOGY

New

Shares508

Event2026-06-30

Filed2026-07-09

TTD

THE TRADE DESK

New

Shares32.0K

Event2026-06-30

Filed2026-07-09

HPQ

New

Shares26.1K

Event2026-06-30

Filed2026-07-09

TMO

THERMO FISHER SCIENTIFIC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-09

WMT

WALMART

-1.16%

Shares4.3K

Event2026-06-30

Filed2026-07-09

SOUTHERN

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-09

KMB

KIMBERLY CLARK

-2.28%

Shares4.3K

Event2026-06-30

Filed2026-07-09

AT&T

0.00%

Shares21.6K

Event2026-06-30

Filed2026-07-09

VERIZON COMMUNICATIONS

-50.79%

Shares10.2K

Event2026-06-30

Filed2026-07-09

FAST

FASTENAL

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD GROWTH ETF

500.00%

Shares4.9K

Event2026-06-30

Filed2026-07-09

XLY

SPDR CONSUMER DISCRETIONARY ET

-0.28%

Shares3.6K

Event2026-06-30

Filed2026-07-09

YUM

YUM BRANDS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-09

DFUV

DIMENSIONAL US MARKETWIDE VALU

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD S&P 500 ETF

0.00%

Shares589

Event2026-06-30

Filed2026-07-09

META PLATFORMS

0.00%

Shares678

Event2026-06-30

Filed2026-07-09

NOBL

PROSHARES S&P 500 DIVIDEND ARI

100.00%

Shares6.6K

Event2026-06-30

Filed2026-07-09

MASTERCARD

0.00%

Shares710

Event2026-06-30

Filed2026-07-09

TXN

TEXAS INSTRUMENTS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

APD

AIR PRODUCTS & CHEMICALS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

DVY

ISHARES DIVIDEND EQUITY ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES

New

Shares519

Event2026-06-30

Filed2026-07-09

COLGATE PALMOLIVE

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-09

GENERAL DYNAMICS

0.00%

Shares825

Event2026-06-30

Filed2026-07-09

PARKER-HANNIFIN

0.00%

Shares299

Event2026-06-30

Filed2026-07-09

USB

US BANCORP

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-09

IWM

ISHARES RUSSELL 2000 SMALLCAP

0.00%

Shares950

Event2026-06-30

Filed2026-07-09

AEP

AMERICAN ELECTRIC POWER

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-09

GNTX

GENTEX

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-09

DLN

WISDOMTREE TRUST ETF

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-09

CHD

CHURCH & DWIGHT

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-09

XLE

ENERGY SECTOR SPDR ETF

-5.47%

Shares5.2K

Event2026-06-30

Filed2026-07-09

S&P GLOBAL

-4.67%

Shares674

Event2026-06-30

Filed2026-07-09

TRANE

0.00%

Shares550

Event2026-06-30

Filed2026-07-09

EES

WISDOMTREE SMALLCAP EARNINGS E

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-09

NSC

NORFOLK SOUTHERN

0.00%

Shares835

Event2026-06-30

Filed2026-07-09

FISERV INC

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-09

TJX

TJX COMPANIES

-17.91%

Shares1.7K

Event2026-06-30

Filed2026-07-09

VANGUARD TOTAL STOCK MARKET ET

0.15%

Shares678

Event2026-06-30

Filed2026-07-09

BLACKROCK

0.00%

Shares250

Event2026-06-30

Filed2026-07-09

VGT

VANGUARD INFORMATION TECHNOLOG

New

Shares2.0K

Event2026-06-30

Filed2026-07-09

BF.B

BROWN-FORMAN CL B

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-09

ONEQ

FIDELITY NASDAQ COMPOSITE INDE

New

Shares2.3K

Event2026-06-30

Filed2026-07-09

DTE

DTE ENERGY

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-09

LRCX

LAM RESEARCH

New

Shares500

Event2026-06-30

Filed2026-07-09

FNV

FRANCO-NEVADA

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

EPD

ENTERPRISE PRODUCTS PARTNERS

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-09

COP

CONOCOPHILLIPS

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-09

ORISKO METALS

22.17%

Shares55.1K

Event2026-06-30

Filed2026-07-09

VXRT

VAXART

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-09

ECOLOCLEAN INDUSTRIES

0.00%

Shares26.3K

Event2026-06-30

Filed2026-07-09

GNIS PETROLEUM

0.00%

Shares22.0K

Event2026-06-30

Filed2026-07-09

REPUBLIC FIRST BANCORP

0.00%

Shares50.0K

Event2026-06-30

Filed2026-07-09

WEBB INTERACT SERVICES

0.00%

Shares303.6K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available