Sponsored

The Analysis of Maltin Wealth Management, Inc.'s Holdings & P&L

Currently, Maltin Wealth Management, Inc. holds 146 types of securities in its portfolio with a total value $299.0M. In the most recent quarter, they have increased their positions in HDV (+285.2K shares, valued at $7.8M), VO (+40.5K shares, valued at $3.3M), SCHO (+99.9K shares, valued at $2.4M); decreased their positions in FTEC (-2.0K shares, valued at $576.0K), N/A (-6.0K shares, valued at $453.7K), FENY (-11.4K shares, valued at $337.9K); initiated new positions in SNDK (+694 shares, valued at $1.6M), DMAY (+24.0K shares, valued at $1.1M), FJUN (+6.2K shares, valued at $373.4K).

1M P&L

+7.4M+2.89%

3M P&L

+9.0M+3.54%

HY P&L

-36.0M-12.07%

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/A266.7M

91.3%

2Internet Content & Information6.4M

2.2%

3Consumer Electronics3.3M

1.1%

Top Industries by Stock Count

1N/A105 stocks

78.9%

2Biotechnology3 stocks

2.3%

3Internet Content & Information2 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PXF INVESCO EXCH TRADED FD TR II181.8K shares6.00%2026-06-302026-07-22

SDCI USCF ETF TR442.2K shares3.12%2026-06-302026-07-22

VSS VANGUARD INTL EQUITY INDEX F66.4K shares5.46%2026-06-302026-07-22

GMOI GMO ETF TRUST272.4K shares4.05%2026-06-302026-07-22

RSSE FIRST TR EXCHNG TRADED FD VI437.3K shares-2.70%2026-06-302026-07-22

HDV ISHARES TR349.1K shares446.28%2026-06-302026-07-22

KDEC INNOVATOR ETFS TRUST308.8K shares1.28%2026-06-302026-07-22

BAB INVESCO EXCH TRADED FD TR II300.1K shares3.41%2026-06-302026-07-22

Sponsored

IAU ISHARES GOLD TR103.0K shares2.02%2026-06-302026-07-22

SCHO SCHWAB STRATEGIC TR312.1K shares47.08%2026-06-302026-07-22

VOE VANGUARD INDEX FDS33.7K shares2.81%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F108.8K shares4.21%2026-06-302026-07-22

PIE INVESCO EXCH TRADED FD TR II180.2K shares-0.65%2026-06-302026-07-22

VIS VANGUARD WORLD FD16.7K shares-2.51%2026-06-302026-07-22

INOV INNOVATOR ETFS TRUST140.2K shares-3.01%2026-06-302026-07-22

BJAN INNOVATOR ETFS TRUST85.0K shares0.00%2026-06-302026-07-22

Sponsored

FHLC FIDELITY COVINGTON TRUST61.8K shares9.38%2026-06-302026-07-22

IJK ISHARES TR39.4K shares3.69%2026-06-302026-07-22

BUFP PGIM ROCK ETF TR142.4K shares-0.53%2026-06-302026-07-22

AIRR FIRST TR EXCHANGE TRADED FD32.6K shares18.29%2026-06-302026-07-22

YJUN FIRST TR EXCHNG TRADED FD VI160.8K shares-2.66%2026-06-302026-07-22

VO VANGUARD INDEX FDS52.8K shares327.84%2026-06-302026-07-22

FUTY FIDELITY COVINGTON TRUST71.9K shares0.96%2026-06-302026-07-22

FNCL FIDELITY COVINGTON TRUST54.7K shares2.69%2026-06-302026-07-22

Sponsored

RSP INVESCO EXCHANGE TRADED FD T19.6K shares-5.60%2026-06-302026-07-22

IEI ISHARES TR34.6K shares53.03%2026-06-302026-07-22

FTEC FIDELITY COVINGTON TRUST13.7K shares-12.85%2026-06-302026-07-22

RSPM INVESCO EXCHANGE TRADED FD T98.5K shares26.14%2026-06-302026-07-22

RSJN FIRST TR EXCHNG TRADED FD VI101.9K shares5.06%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS53.2K shares1.31%2026-06-302026-07-22

STIP ISHARES TR36.8K shares16.01%2026-06-302026-07-22

GOOGL ALPHABET INC10.1K shares180.02%2026-06-302026-07-22

Sponsored

FCOM FIDELITY COVINGTON TRUST51.7K shares3.14%2026-06-302026-07-22

FDIS FIDELITY COVINGTON TRUST33.4K shares-1.14%2026-06-302026-07-22

ITOT ISHARES TR20.5K shares-7.60%2026-06-302026-07-22

FENY FIDELITY COVINGTON TRUST113.5K shares-9.15%2026-06-302026-07-22

AAPL APPLE INC11.5K shares0.78%2026-06-302026-07-22

SCHP SCHWAB STRATEGIC TR121.0K shares13.23%2026-06-302026-07-22

GOOG ALPHABET INC8.0K shares84.08%2026-06-302026-07-22

BTT BLACKROCK MUN TARGET TERM TR117.6K shares-5.34%2026-06-302026-07-22

Sponsored

VBIL VANGUARD INSTL INDEX FD32.8K shares65.84%2026-06-302026-07-22

IYW ISHARES TR9.5K shares-0.26%2026-06-302026-07-22

XLK SELECT SECTOR SPDR TR12.2K shares0.06%2026-06-302026-07-22

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-06-302026-07-22

BAPR INNOVATOR ETFS TRUST37.5K shares0.00%2026-06-302026-07-22

YEXT YEXT INC393.4K shares0.00%2026-06-302026-07-22

UPS UNITED PARCEL SVCS INC15.8K shares0.02%2026-06-302026-07-22

XLE SELECT SECTOR SPDR TR31.5K shares6.59%2026-06-302026-07-22

Sponsored

LC HAPPEN INC78.3K shares682.79%2026-06-302026-07-22

PSL INVESCO EXCHANGE TRADED FD T14.4K shares8.93%2026-06-302026-07-22

SNDK SANDISK CORP694 sharesnew addition2026-06-302026-07-22

IJR ISHARES TR10.6K shares-0.12%2026-06-302026-07-22

IEF ISHARES TR16.6K shares14.36%2026-06-302026-07-22

BJUN INNOVATOR ETFS TRUST30.4K shares0.00%2026-06-302026-07-22

FFEB FIRST TR EXCHNG TRADED FD VI24.1K shares0.00%2026-06-302026-07-22

MDY STATE STR SPDR S&P MIDCAP 401.9K shares0.00%2026-06-302026-07-22

Sponsored

BSEP INNOVATOR ETFS TRUST23.8K shares0.00%2026-06-302026-07-22

BOCT INNOVATOR ETFS TRUST23.5K shares0.00%2026-06-302026-07-22

VTIP VANGUARD MALVERN FDS24.7K shares1.96%2026-06-302026-07-22

VANECK ETF TRUST VANECK ETF TRUST16.3K shares-26.89%2026-06-302026-07-22

VPU VANGUARD WORLD FD5.9K shares0.61%2026-06-302026-07-22

DMAY FIRST TR EXCHNG TRADED FD VI24.0K sharesnew addition2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.4K shares-0.32%2026-06-302026-07-22

SPDN DIREXION SHARES ETF TRUST124.8K shares0.48%2026-06-302026-07-22

Sponsored

EQL ALPS ETF TR20.8K shares0.12%2026-06-302026-07-22

AMZN AMAZON COM INC4.4K shares8.48%2026-06-302026-07-22

IJH ISHARES TR13.2K shares5.93%2026-06-302026-07-22

NVDA NVIDIA CORPORATION5.1K shares0.12%2026-06-302026-07-22

GS GOLDMAN SACHS GROUP INC968 shares0.41%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC1.6K shares51.89%2026-06-302026-07-22

IXJ ISHARES TR9.2K shares0.79%2026-06-302026-07-22

VUG VANGUARD INDEX FDS9.8K shares500.74%2026-06-302026-07-22

Sponsored

RSDE FIRST TR EXCHNG TRADED FD VI35.0K shares42.41%2026-06-302026-07-22

MSFT MICROSOFT CORP2.1K shares128.63%2026-06-302026-07-22

ISHARES TR ISHARES TR7.7K shares3.20%2026-06-302026-07-22

PYZ INVESCO EXCHANGE TRADED FD T5.5K shares1.95%2026-06-302026-07-22

UJAN INNOVATOR ETFS TRUST15.1K shares0.00%2026-06-302026-07-22

BAC BANK OF AMER CORP11.9K shares1.51%2026-06-302026-07-22

IWN ISHARES TR2.9K shares11.25%2026-06-302026-07-22

GDV GABELLI DIVID & INCOME TR21.8K shares-6.56%2026-06-302026-07-22

Sponsored

BMAY INNOVATOR ETFS TRUST13.4K shares0.00%2026-06-302026-07-22

PSQ PROSHARES TR24.8K shares-20.76%2026-06-302026-07-22

DBEF DBX ETF TR11.2K shares-13.07%2026-06-302026-07-22

PH PARKER-HANNIFIN CORP610 shares28.96%2026-06-302026-07-22

IBB ISHARES TR3.1K shares1.25%2026-06-302026-07-22

BNOV INNOVATOR ETFS TRUST12.1K shares-0.86%2026-06-302026-07-22

FIDU FIDELITY COVINGTON TRUST5.5K shares-3.85%2026-06-302026-07-22

PGIM ROCK ETF TR PGIM ROCK ETF TR16.7K shares0.00%2026-06-302026-07-22

Sponsored

LLY ELI LILLY & CO440 shares-0.45%2026-06-302026-07-22

VYM VANGUARD WHITEHALL FDS3.3K shares-0.84%2026-06-302026-07-22

MDYG SPDR SERIES TRUST4.5K shares0.13%2026-06-302026-07-22

FDN FIRST TR EXCHANGE-TRADED FD1.8K shares0.00%2026-06-302026-07-22

VOX VANGUARD WORLD FD2.5K shares-2.77%2026-06-302026-07-22

DHS WISDOMTREE TR4.0K shares0.93%2026-06-302026-07-22

VFH VANGUARD WORLD FD3.3K shares0.15%2026-06-302026-07-22

MS MORGAN STANLEY1.9K shares5.89%2026-06-302026-07-22

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T4.3K shares0.00%2026-06-302026-07-22

FJUN FIRST TR EXCHNG TRADED FD VI6.2K sharesnew addition2026-06-302026-07-22

HEFA ISHARES TR7.9K shares-3.24%2026-06-302026-07-22

KCCA KRANESHARES TRUST21.7K shares0.00%2026-06-302026-07-22

VST VISTRA CORP2.3K shares15.13%2026-06-302026-07-22

GLD SPDR GOLD TR992 shares0.00%2026-06-302026-07-22

ABBVIE INC ABBVIE INC1.4K shares0.07%2026-06-302026-07-22

KJAN INNOVATOR ETFS TRUST7.9K shares0.00%2026-06-302026-07-22

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL683 shares-0.58%2026-06-302026-07-22

PAUG INNOVATOR ETFS TRUST7.5K shares-22.95%2026-06-302026-07-22

BX BLACKSTONE INC2.8K shares3.08%2026-06-302026-07-22

IYC ISHARES TR3.3K shares0.09%2026-06-302026-07-22

IONQ INC IONQ INC6.0K sharesnew addition2026-06-302026-07-22

IMNM IMMUNOME INC15.0K shares0.00%2026-06-302026-07-22

SPYG SPDR SERIES TRUST2.7K shares0.11%2026-06-302026-07-22

QQQ INVESCO QQQ TR428 shares0.00%2026-06-302026-07-22

Sponsored

VOO VANGUARD INDEX FDS444 shares1.14%2026-06-302026-07-22

MASTERCARD INCORPORATED MASTERCARD INCORPORATED591 shares0.00%2026-06-302026-07-22

XLV SELECT SECTOR SPDR TR1.9K shares6.01%2026-06-302026-07-22

XBI SPDR SERIES TRUST1.9K sharesnew addition2026-06-302026-07-22

DIA STATE STR SPDR DOW JONES IND564 shares0.00%2026-06-302026-07-22

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL300 sharesnew addition2026-06-302026-07-22

PJAN INNOVATOR ETFS TRUST5.8K sharesnew addition2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS772 sharesnew addition2026-06-302026-07-22

Sponsored

SPXX NUVEEN S&P 500 DYNAMIC OVERW15.1K shares-6.21%2026-06-302026-07-22

LIN LINDE PLC531 shares0.00%2026-06-302026-07-22

VT VANGUARD INTL EQUITY INDEX F1.7K shares0.34%2026-06-302026-07-22

FVD FIRST TR EXCHANGE-TRADED FD5.6K shares0.00%2026-06-302026-07-22

DBC INVESCO DB COMMDY INDX TRCK10.1K shares0.00%2026-06-302026-07-22

UDN INVESCO DB US DLR INDEX TR14.9K shares0.00%2026-06-302026-07-22

VTV VANGUARD INDEX FDS1.2K shares-6.33%2026-06-302026-07-22

ISHARES TR ISHARES TR2.6K shares6.92%2026-06-302026-07-22

Sponsored

ITA ISHARES TR1.1K shares-0.75%2026-06-302026-07-22

XLI SELECT SECTOR SPDR TR1.4K shares0.22%2026-06-302026-07-22

GEV GE VERNOVA INC214 sharesnew addition2026-06-302026-07-22

GE GE AEROSPACE668 sharesnew addition2026-06-302026-07-22

CAT CATERPILLAR INC230 sharesnew addition2026-06-302026-07-22

XLP SELECT SECTOR SPDR TR2.9K shares0.51%2026-06-302026-07-22

VRT VERTIV HOLDINGS CO723 sharesnew addition2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T308 shares-5.52%2026-06-302026-07-22

Sponsored

SCZ ISHARES TR2.7K shares-19.21%2026-06-302026-07-22

SCHF SCHWAB STRATEGIC TR8.1K sharesnew addition2026-06-302026-07-22

VISA INC VISA INC640 sharesnew addition2026-06-302026-07-22

DMAR FIRST TR EXCHNG TRADED FD VI4.9K shares0.00%2026-06-302026-07-22

SCHB SCHWAB STRATEGIC TR7.2K sharesnew addition2026-06-302026-07-22

FMAY FIRST TR EXCHNG TRADED FD VI3.6K sharesnew addition2026-06-302026-07-22

TRVI TREVI THERAPEUTICS INC10.6K shares0.00%2026-06-302026-07-22

IBRX IMMUNITYBIO INC13.2K shares0.00%2026-06-302026-07-22

Sponsored

NB NIOCORP DEVS LTD10.0K shares0.00%2026-06-302026-07-22

MYPS PLAYSTUDIOS INC75.6K sharesnew addition2026-06-302026-07-22

PXF

INVESCO EXCH TRADED FD TR II

6.00%

Shares181.8K

Event2026-06-30

Filed2026-07-22

SDCI

USCF ETF TR

3.12%

Shares442.2K

Event2026-06-30

Filed2026-07-22

VSS

VANGUARD INTL EQUITY INDEX F

5.46%

Shares66.4K

Event2026-06-30

Filed2026-07-22

GMOI

GMO ETF TRUST

4.05%

Shares272.4K

Event2026-06-30

Filed2026-07-22

RSSE

FIRST TR EXCHNG TRADED FD VI

-2.70%

Shares437.3K

Event2026-06-30

Filed2026-07-22

HDV

ISHARES TR

446.28%

Shares349.1K

Event2026-06-30

Filed2026-07-22

KDEC

INNOVATOR ETFS TRUST

1.28%

Shares308.8K

Event2026-06-30

Filed2026-07-22

BAB

INVESCO EXCH TRADED FD TR II

3.41%

Shares300.1K

Event2026-06-30

Filed2026-07-22

IAU

ISHARES GOLD TR

2.02%

Shares103.0K

Event2026-06-30

Filed2026-07-22

SCHO

SCHWAB STRATEGIC TR

47.08%

Shares312.1K

Event2026-06-30

Filed2026-07-22

VOE

VANGUARD INDEX FDS

2.81%

Shares33.7K

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

4.21%

Shares108.8K

Event2026-06-30

Filed2026-07-22

PIE

INVESCO EXCH TRADED FD TR II

-0.65%

Shares180.2K

Event2026-06-30

Filed2026-07-22

VIS

VANGUARD WORLD FD

-2.51%

Shares16.7K

Event2026-06-30

Filed2026-07-22

INOV

INNOVATOR ETFS TRUST

-3.01%

Shares140.2K

Event2026-06-30

Filed2026-07-22

BJAN

INNOVATOR ETFS TRUST

0.00%

Shares85.0K

Event2026-06-30

Filed2026-07-22

FHLC

FIDELITY COVINGTON TRUST

9.38%

Shares61.8K

Event2026-06-30

Filed2026-07-22

IJK

ISHARES TR

3.69%

Shares39.4K

Event2026-06-30

Filed2026-07-22

BUFP

PGIM ROCK ETF TR

-0.53%

Shares142.4K

Event2026-06-30

Filed2026-07-22

AIRR

FIRST TR EXCHANGE TRADED FD

18.29%

Shares32.6K

Event2026-06-30

Filed2026-07-22

YJUN

FIRST TR EXCHNG TRADED FD VI

-2.66%

Shares160.8K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

327.84%

Shares52.8K

Event2026-06-30

Filed2026-07-22

FUTY

FIDELITY COVINGTON TRUST

0.96%

Shares71.9K

Event2026-06-30

Filed2026-07-22

FNCL

FIDELITY COVINGTON TRUST

2.69%

Shares54.7K

Event2026-06-30

Filed2026-07-22

RSP

INVESCO EXCHANGE TRADED FD T

-5.60%

Shares19.6K

Event2026-06-30

Filed2026-07-22

IEI

ISHARES TR

53.03%

Shares34.6K

Event2026-06-30

Filed2026-07-22

FTEC

FIDELITY COVINGTON TRUST

-12.85%

Shares13.7K

Event2026-06-30

Filed2026-07-22

RSPM

INVESCO EXCHANGE TRADED FD T

26.14%

Shares98.5K

Event2026-06-30

Filed2026-07-22

RSJN

FIRST TR EXCHNG TRADED FD VI

5.06%

Shares101.9K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

1.31%

Shares53.2K

Event2026-06-30

Filed2026-07-22

STIP

ISHARES TR

16.01%

Shares36.8K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

180.02%

Shares10.1K

Event2026-06-30

Filed2026-07-22

FCOM

FIDELITY COVINGTON TRUST

3.14%

Shares51.7K

Event2026-06-30

Filed2026-07-22

FDIS

FIDELITY COVINGTON TRUST

-1.14%

Shares33.4K

Event2026-06-30

Filed2026-07-22

ITOT

ISHARES TR

-7.60%

Shares20.5K

Event2026-06-30

Filed2026-07-22

FENY

FIDELITY COVINGTON TRUST

-9.15%

Shares113.5K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

0.78%

Shares11.5K

Event2026-06-30

Filed2026-07-22

SCHP

SCHWAB STRATEGIC TR

13.23%

Shares121.0K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

84.08%

Shares8.0K

Event2026-06-30

Filed2026-07-22

BTT

BLACKROCK MUN TARGET TERM TR

-5.34%

Shares117.6K

Event2026-06-30

Filed2026-07-22

VBIL

VANGUARD INSTL INDEX FD

65.84%

Shares32.8K

Event2026-06-30

Filed2026-07-22

IYW

ISHARES TR

-0.26%

Shares9.5K

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

0.06%

Shares12.2K

Event2026-06-30

Filed2026-07-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-06-30

Filed2026-07-22

BAPR

INNOVATOR ETFS TRUST

0.00%

Shares37.5K

Event2026-06-30

Filed2026-07-22

YEXT

YEXT INC

0.00%

Shares393.4K

Event2026-06-30

Filed2026-07-22

UPS

UNITED PARCEL SVCS INC

0.02%

Shares15.8K

Event2026-06-30

Filed2026-07-22

XLE

SELECT SECTOR SPDR TR

6.59%

Shares31.5K

Event2026-06-30

Filed2026-07-22

HAPPEN INC

682.79%

Shares78.3K

Event2026-06-30

Filed2026-07-22

PSL

INVESCO EXCHANGE TRADED FD T

8.93%

Shares14.4K

Event2026-06-30

Filed2026-07-22

SNDK

SANDISK CORP

New

Shares694

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

-0.12%

Shares10.6K

Event2026-06-30

Filed2026-07-22

IEF

ISHARES TR

14.36%

Shares16.6K

Event2026-06-30

Filed2026-07-22

BJUN

INNOVATOR ETFS TRUST

0.00%

Shares30.4K

Event2026-06-30

Filed2026-07-22

FFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares24.1K

Event2026-06-30

Filed2026-07-22

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-22

BSEP

INNOVATOR ETFS TRUST

0.00%

Shares23.8K

Event2026-06-30

Filed2026-07-22

BOCT

INNOVATOR ETFS TRUST

0.00%

Shares23.5K

Event2026-06-30

Filed2026-07-22

VTIP

VANGUARD MALVERN FDS

1.96%

Shares24.7K

Event2026-06-30

Filed2026-07-22

VANECK ETF TRUST

-26.89%

Shares16.3K

Event2026-06-30

Filed2026-07-22

VPU

VANGUARD WORLD FD

0.61%

Shares5.9K

Event2026-06-30

Filed2026-07-22

DMAY

FIRST TR EXCHNG TRADED FD VI

New

Shares24.0K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

-0.32%

Shares3.4K

Event2026-06-30

Filed2026-07-22

SPDN

DIREXION SHARES ETF TRUST

0.48%

Shares124.8K

Event2026-06-30

Filed2026-07-22

EQL

ALPS ETF TR

0.12%

Shares20.8K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

8.48%

Shares4.4K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

5.93%

Shares13.2K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

0.12%

Shares5.1K

Event2026-06-30

Filed2026-07-22

GOLDMAN SACHS GROUP INC

0.41%

Shares968

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

51.89%

Shares1.6K

Event2026-06-30

Filed2026-07-22

IXJ

ISHARES TR

0.79%

Shares9.2K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

500.74%

Shares9.8K

Event2026-06-30

Filed2026-07-22

RSDE

FIRST TR EXCHNG TRADED FD VI

42.41%

Shares35.0K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

128.63%

Shares2.1K

Event2026-06-30

Filed2026-07-22

ISHARES TR

3.20%

Shares7.7K

Event2026-06-30

Filed2026-07-22

PYZ

INVESCO EXCHANGE TRADED FD T

1.95%

Shares5.5K

Event2026-06-30

Filed2026-07-22

UJAN

INNOVATOR ETFS TRUST

0.00%

Shares15.1K

Event2026-06-30

Filed2026-07-22

BAC

BANK OF AMER CORP

1.51%

Shares11.9K

Event2026-06-30

Filed2026-07-22

IWN

ISHARES TR

11.25%

Shares2.9K

Event2026-06-30

Filed2026-07-22

GDV

GABELLI DIVID & INCOME TR

-6.56%

Shares21.8K

Event2026-06-30

Filed2026-07-22

BMAY

INNOVATOR ETFS TRUST

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-22

PSQ

PROSHARES TR

-20.76%

Shares24.8K

Event2026-06-30

Filed2026-07-22

DBEF

DBX ETF TR

-13.07%

Shares11.2K

Event2026-06-30

Filed2026-07-22

PARKER-HANNIFIN CORP

28.96%

Shares610

Event2026-06-30

Filed2026-07-22

IBB

ISHARES TR

1.25%

Shares3.1K

Event2026-06-30

Filed2026-07-22

BNOV

INNOVATOR ETFS TRUST

-0.86%

Shares12.1K

Event2026-06-30

Filed2026-07-22

FIDU

FIDELITY COVINGTON TRUST

-3.85%

Shares5.5K

Event2026-06-30

Filed2026-07-22

PGIM ROCK ETF TR

0.00%

Shares16.7K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

-0.45%

Shares440

Event2026-06-30

Filed2026-07-22

VYM

VANGUARD WHITEHALL FDS

-0.84%

Shares3.3K

Event2026-06-30

Filed2026-07-22

MDYG

SPDR SERIES TRUST

0.13%

Shares4.5K

Event2026-06-30

Filed2026-07-22

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-22

VOX

VANGUARD WORLD FD

-2.77%

Shares2.5K

Event2026-06-30

Filed2026-07-22

DHS

WISDOMTREE TR

0.93%

Shares4.0K

Event2026-06-30

Filed2026-07-22

VFH

VANGUARD WORLD FD

0.15%

Shares3.3K

Event2026-06-30

Filed2026-07-22

MORGAN STANLEY

5.89%

Shares1.9K

Event2026-06-30

Filed2026-07-22

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-22

FJUN

FIRST TR EXCHNG TRADED FD VI

New

Shares6.2K

Event2026-06-30

Filed2026-07-22

HEFA

ISHARES TR

-3.24%

Shares7.9K

Event2026-06-30

Filed2026-07-22

KCCA

KRANESHARES TRUST

0.00%

Shares21.7K

Event2026-06-30

Filed2026-07-22

VST

VISTRA CORP

15.13%

Shares2.3K

Event2026-06-30

Filed2026-07-22

GLD

SPDR GOLD TR

0.00%

Shares992

Event2026-06-30

Filed2026-07-22

ABBVIE INC

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-22

KJAN

INNOVATOR ETFS TRUST

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.58%

Shares683

Event2026-06-30

Filed2026-07-22

PAUG

INNOVATOR ETFS TRUST

-22.95%

Shares7.5K

Event2026-06-30

Filed2026-07-22

BLACKSTONE INC

3.08%

Shares2.8K

Event2026-06-30

Filed2026-07-22

IYC

ISHARES TR

0.09%

Shares3.3K

Event2026-06-30

Filed2026-07-22

IONQ INC

New

Shares6.0K

Event2026-06-30

Filed2026-07-22

IMNM

IMMUNOME INC

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-22

SPYG

SPDR SERIES TRUST

0.11%

Shares2.7K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

0.00%

Shares428

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

1.14%

Shares444

Event2026-06-30

Filed2026-07-22

MASTERCARD INCORPORATED

0.00%

Shares591

Event2026-06-30

Filed2026-07-22

XLV

SELECT SECTOR SPDR TR

6.01%

Shares1.9K

Event2026-06-30

Filed2026-07-22

XBI

SPDR SERIES TRUST

New

Shares1.9K

Event2026-06-30

Filed2026-07-22

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares564

Event2026-06-30

Filed2026-07-22

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares300

Event2026-06-30

Filed2026-07-22

PJAN

INNOVATOR ETFS TRUST

New

Shares5.8K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

New

Shares772

Event2026-06-30

Filed2026-07-22

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

-6.21%

Shares15.1K

Event2026-06-30

Filed2026-07-22

LIN

LINDE PLC

0.00%

Shares531

Event2026-06-30

Filed2026-07-22

VANGUARD INTL EQUITY INDEX F

0.34%

Shares1.7K

Event2026-06-30

Filed2026-07-22

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-22

DBC

INVESCO DB COMMDY INDX TRCK

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-22

UDN

INVESCO DB US DLR INDEX TR

0.00%

Shares14.9K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

-6.33%

Shares1.2K

Event2026-06-30

Filed2026-07-22

ISHARES TR

6.92%

Shares2.6K

Event2026-06-30

Filed2026-07-22

ITA

ISHARES TR

-0.75%

Shares1.1K

Event2026-06-30

Filed2026-07-22

XLI

SELECT SECTOR SPDR TR

0.22%

Shares1.4K

Event2026-06-30

Filed2026-07-22

GEV

GE VERNOVA INC

New

Shares214

Event2026-06-30

Filed2026-07-22

GE AEROSPACE

New

Shares668

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

New

Shares230

Event2026-06-30

Filed2026-07-22

XLP

SELECT SECTOR SPDR TR

0.51%

Shares2.9K

Event2026-06-30

Filed2026-07-22

VRT

VERTIV HOLDINGS CO

New

Shares723

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

-5.52%

Shares308

Event2026-06-30

Filed2026-07-22

SCZ

ISHARES TR

-19.21%

Shares2.7K

Event2026-06-30

Filed2026-07-22

SCHF

SCHWAB STRATEGIC TR

New

Shares8.1K

Event2026-06-30

Filed2026-07-22

VISA INC

New

Shares640

Event2026-06-30

Filed2026-07-22

DMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-22

SCHB

SCHWAB STRATEGIC TR

New

Shares7.2K

Event2026-06-30

Filed2026-07-22

FMAY

FIRST TR EXCHNG TRADED FD VI

New

Shares3.6K

Event2026-06-30

Filed2026-07-22

TRVI

TREVI THERAPEUTICS INC

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-22

IBRX

IMMUNITYBIO INC

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-22

NIOCORP DEVS LTD

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-22

MYPS

PLAYSTUDIOS INC

New

Shares75.6K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available