Sponsored

The Analysis of MAIMON WEALTH MANAGEMENT LTD.'s Holdings & P&L

Currently, MAIMON WEALTH MANAGEMENT LTD. holds 80 types of securities in its portfolio with a total value $129.8M. In the most recent quarter, they have increased their positions in AVGV (+13.2K shares, valued at $1.1M), BOND (+11.8K shares, valued at $1.1M), GVI (+7.2K shares, valued at $767.1K); decreased their positions in SGOV (-2.5K shares, valued at $251.7K), AAPL (-782 shares, valued at $226.3K), BRK.B (-155 shares, valued at $77.6K); initiated new positions in DELL (+943 shares, valued at $406.9K), MGK (+4.4K shares, valued at $383.7K), PANW (+876 shares, valued at $298.7K).

1M P&L

+3.0M+2.55%

3M P&L

+2.0M+1.69%

HY P&L

-3.4M-2.76%

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/A96.7M

82.2%

2Medical Devices3.9M

3.3%

3Semiconductors3.2M

2.7%

Top Industries by Stock Count

1N/A48 stocks

65.8%

2Semiconductors3 stocks

4.1%

3Farm & Heavy Construction Machinery2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NEAR ISHARES U S ETF TR172.9K shares5.98%2026-06-302026-07-24

MINT PIMCO ETF TR69.2K shares3.61%2026-06-302026-07-24

BSV VANGUARD BD INDEX FDS87.7K shares12.62%2026-06-302026-07-24

GVI ISHARES TR54.8K shares15.21%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS15.1K shares6.58%2026-06-302026-07-24

BOND PIMCO ETF TR60.7K shares24.19%2026-06-302026-07-24

ICSH ISHARES TR104.1K shares16.77%2026-06-302026-07-24

LDUR PIMCO ETF TR53.5K shares15.49%2026-06-302026-07-24

Sponsored

ISTB ISHARES TR92.2K shares7.46%2026-06-302026-07-24

AVSF AMERICAN CENTY ETF TR88.6K shares11.59%2026-06-302026-07-24

SYK STRYKER CORPORATION12.3K shares0.08%2026-06-302026-07-24

AVEM AMERICAN CENTY ETF TR38.2K shares3.39%2026-06-302026-07-24

ISHARES TR ISHARES TR37.5K shares2.81%2026-06-302026-07-24

QUAL ISHARES TR16.5K shares7.93%2026-06-302026-07-24

AVUS AMERICAN CENTY ETF TR26.5K shares-0.82%2026-06-302026-07-24

AAPL APPLE INC9.4K shares-7.68%2026-06-302026-07-24

Sponsored

AVDE AMERICAN CENTY ETF TR28.1K shares0.00%2026-06-302026-07-24

LRGF ISHARES TR31.7K shares13.62%2026-06-302026-07-24

AVUV AMERICAN CENTY ETF TR18.9K shares2.83%2026-06-302026-07-24

IQLT ISHARES TR47.4K shares3.08%2026-06-302026-07-24

VOE VANGUARD INDEX FDS10.8K shares1.26%2026-06-302026-07-24

NVDA NVIDIA CORPORATION9.7K shares1.00%2026-06-302026-07-24

IAU ISHARES GOLD TR25.5K shares3.09%2026-06-302026-07-24

IVLU ISHARES TR45.4K shares5.55%2026-06-302026-07-24

Sponsored

AVDV AMERICAN CENTY ETF TR17.5K shares0.92%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.7K shares1.52%2026-06-302026-07-24

MSFT MICROSOFT CORP4.1K shares5.48%2026-06-302026-07-24

INTF ISHARES TR37.2K shares16.73%2026-06-302026-07-24

AVGV AMERICAN CENTY ETF TR16.2K shares431.15%2026-06-302026-07-24

VBR VANGUARD INDEX FDS5.4K shares1.39%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC7.3K shares2.47%2026-06-302026-07-24

AVLV AMERICAN CENTY ETF TR13.7K shares7.61%2026-06-302026-07-24

Sponsored

QQQ INVESCO QQQ TR1.7K shares8.82%2026-06-302026-07-24

SPEM SPDR INDEX SHS FDS20.8K shares0.00%2026-06-302026-07-24

GOOGL ALPHABET INC2.3K shares9.37%2026-06-302026-07-24

AVIV AMERICAN CENTY ETF TR10.5K shares0.96%2026-06-302026-07-24

DE DEERE & CO1.3K shares0.00%2026-06-302026-07-24

VT VANGUARD INTL EQUITY INDEX F5.0K shares0.00%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC1.4K shares-0.73%2026-06-302026-07-24

EMR EMERSON ELEC CO5.5K shares0.00%2026-06-302026-07-24

Sponsored

AMZN AMAZON COM INC2.9K shares11.15%2026-06-302026-07-24

VGT VANGUARD WORLD FD5.6K shares833.33%2026-06-302026-07-24

PYLD PIMCO ETF TR24.9K shares11.66%2026-06-302026-07-24

MO ALTRIA GROUP INC8.2K shares0.00%2026-06-302026-07-24

VSS VANGUARD INTL EQUITY INDEX F3.7K shares0.00%2026-06-302026-07-24

PG PROCTER & GAMBLE CO3.9K shares-2.52%2026-06-302026-07-24

CAT CATERPILLAR INC525 shares5.00%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC4.7K shares15.02%2026-06-302026-07-24

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares2.31%2026-06-302026-07-24

AVES AMERICAN CENTY ETF TR7.5K shares1.35%2026-06-302026-07-24

HD HOME DEPOT INC1.2K shares2.87%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC943 sharesnew addition2026-06-302026-07-24

ACWI ISHARES TR2.5K shares23.12%2026-06-302026-07-24

MGK VANGUARD WORLD FD4.4K sharesnew addition2026-06-302026-07-24

MDLZ MONDELEZ INTL INC6.6K shares0.52%2026-06-302026-07-24

VXUS VANGUARD STAR FDS4.0K shares6.52%2026-06-302026-07-24

Sponsored

SGOV ISHARES TR3.4K shares-42.37%2026-06-302026-07-24

WMT WALMART INC2.9K shares1.20%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL648 shares-19.30%2026-06-302026-07-24

MCD MCDONALDS CORP1.2K shares2.99%2026-06-302026-07-24

VO VANGUARD INDEX FDS3.7K shares300.00%2026-06-302026-07-24

CL COLGATE PALMOLIVE CO3.3K shares0.00%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC876 sharesnew addition2026-06-302026-07-24

VGK VANGUARD INTL EQUITY INDEX F3.2K shares0.00%2026-06-302026-07-24

Sponsored

APD AIR PRODUCTS AND CHEMICALS I975 shares2.63%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP2.0K shares16.51%2026-06-302026-07-24

KO COCA COLA CO3.2K shares2.82%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS3.6K shares5.21%2026-06-302026-07-24

3M CO 3M CO1.6K shares0.00%2026-06-302026-07-24

SUSA ISHARES TR1.6K shares0.00%2026-06-302026-07-24

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC734 shares0.00%2026-06-302026-07-24

VUG VANGUARD INDEX FDS2.7K sharesnew addition2026-06-302026-07-24

Sponsored

EFA ISHARES TR2.2K sharesnew addition2026-06-302026-07-24

IWD ISHARES TR850 sharesnew addition2026-06-302026-07-24

BIL SPDR SERIES TRUST2.2K shares0.00%2026-06-302026-07-24

T AT&T INC150.8K sharesnew addition2026-06-302026-07-24

NBB NUVEEN TAXABLE MUNICPAL INM10.0K shares0.00%2026-06-302026-07-24

GBAB GUGGENHEIM TAXABLE MUNICP BO10.0K shares0.00%2026-06-302026-07-24

BLW BLACKROCK LTD DURATION INCOM10.0K shares0.00%2026-06-302026-07-24

PCN PIMCO CORPORATE & INCM STRG10.0K shares0.00%2026-06-302026-07-24

Sponsored

NEAR

ISHARES U S ETF TR

5.98%

Shares172.9K

Event2026-06-30

Filed2026-07-24

MINT

PIMCO ETF TR

3.61%

Shares69.2K

Event2026-06-30

Filed2026-07-24

BSV

VANGUARD BD INDEX FDS

12.62%

Shares87.7K

Event2026-06-30

Filed2026-07-24

GVI

ISHARES TR

15.21%

Shares54.8K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

6.58%

Shares15.1K

Event2026-06-30

Filed2026-07-24

BOND

PIMCO ETF TR

24.19%

Shares60.7K

Event2026-06-30

Filed2026-07-24

ICSH

ISHARES TR

16.77%

Shares104.1K

Event2026-06-30

Filed2026-07-24

LDUR

PIMCO ETF TR

15.49%

Shares53.5K

Event2026-06-30

Filed2026-07-24

ISTB

ISHARES TR

7.46%

Shares92.2K

Event2026-06-30

Filed2026-07-24

AVSF

AMERICAN CENTY ETF TR

11.59%

Shares88.6K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION

0.08%

Shares12.3K

Event2026-06-30

Filed2026-07-24

AVEM

AMERICAN CENTY ETF TR

3.39%

Shares38.2K

Event2026-06-30

Filed2026-07-24

ISHARES TR

2.81%

Shares37.5K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES TR

7.93%

Shares16.5K

Event2026-06-30

Filed2026-07-24

AVUS

AMERICAN CENTY ETF TR

-0.82%

Shares26.5K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-7.68%

Shares9.4K

Event2026-06-30

Filed2026-07-24

AVDE

AMERICAN CENTY ETF TR

0.00%

Shares28.1K

Event2026-06-30

Filed2026-07-24

LRGF

ISHARES TR

13.62%

Shares31.7K

Event2026-06-30

Filed2026-07-24

AVUV

AMERICAN CENTY ETF TR

2.83%

Shares18.9K

Event2026-06-30

Filed2026-07-24

IQLT

ISHARES TR

3.08%

Shares47.4K

Event2026-06-30

Filed2026-07-24

VOE

VANGUARD INDEX FDS

1.26%

Shares10.8K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

1.00%

Shares9.7K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

3.09%

Shares25.5K

Event2026-06-30

Filed2026-07-24

IVLU

ISHARES TR

5.55%

Shares45.4K

Event2026-06-30

Filed2026-07-24

AVDV

AMERICAN CENTY ETF TR

0.92%

Shares17.5K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

1.52%

Shares1.7K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

5.48%

Shares4.1K

Event2026-06-30

Filed2026-07-24

INTF

ISHARES TR

16.73%

Shares37.2K

Event2026-06-30

Filed2026-07-24

AVGV

AMERICAN CENTY ETF TR

431.15%

Shares16.2K

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD INDEX FDS

1.39%

Shares5.4K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

2.47%

Shares7.3K

Event2026-06-30

Filed2026-07-24

AVLV

AMERICAN CENTY ETF TR

7.61%

Shares13.7K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

8.82%

Shares1.7K

Event2026-06-30

Filed2026-07-24

SPEM

SPDR INDEX SHS FDS

0.00%

Shares20.8K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

9.37%

Shares2.3K

Event2026-06-30

Filed2026-07-24

AVIV

AMERICAN CENTY ETF TR

0.96%

Shares10.5K

Event2026-06-30

Filed2026-07-24

DEERE & CO

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

VANGUARD INTL EQUITY INDEX F

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

-0.73%

Shares1.4K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

11.15%

Shares2.9K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

833.33%

Shares5.6K

Event2026-06-30

Filed2026-07-24

PYLD

PIMCO ETF TR

11.66%

Shares24.9K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-24

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

-2.52%

Shares3.9K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

5.00%

Shares525

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

15.02%

Shares4.7K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.31%

Shares1.1K

Event2026-06-30

Filed2026-07-24

AVES

AMERICAN CENTY ETF TR

1.35%

Shares7.5K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

2.87%

Shares1.2K

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC

New

Shares943

Event2026-06-30

Filed2026-07-24

ACWI

ISHARES TR

23.12%

Shares2.5K

Event2026-06-30

Filed2026-07-24

MGK

VANGUARD WORLD FD

New

Shares4.4K

Event2026-06-30

Filed2026-07-24

MDLZ

MONDELEZ INTL INC

0.52%

Shares6.6K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

6.52%

Shares4.0K

Event2026-06-30

Filed2026-07-24

SGOV

ISHARES TR

-42.37%

Shares3.4K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

1.20%

Shares2.9K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-19.30%

Shares648

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

2.99%

Shares1.2K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

300.00%

Shares3.7K

Event2026-06-30

Filed2026-07-24

COLGATE PALMOLIVE CO

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

New

Shares876

Event2026-06-30

Filed2026-07-24

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

APD

AIR PRODUCTS AND CHEMICALS I

2.63%

Shares975

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

16.51%

Shares2.0K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

2.82%

Shares3.2K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

5.21%

Shares3.6K

Event2026-06-30

Filed2026-07-24

3M CO

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

SUSA

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

TRAVELERS COMPANIES INC

0.00%

Shares734

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

New

Shares2.7K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

New

Shares2.2K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

New

Shares850

Event2026-06-30

Filed2026-07-24

BIL

SPDR SERIES TRUST

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

AT&T INC

New

Shares150.8K

Event2026-06-30

Filed2026-07-24

NBB

NUVEEN TAXABLE MUNICPAL INM

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

GBAB

GUGGENHEIM TAXABLE MUNICP BO

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

BLW

BLACKROCK LTD DURATION INCOM

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

PCN

PIMCO CORPORATE & INCM STRG

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available