Sponsored

The Analysis of MBA Advisors LLC's Holdings & P&L

Currently, MBA Advisors LLC holds 164 types of securities in its portfolio with a total value $293.7M. In the most recent quarter, they have increased their positions in BIV (+30.5K shares, valued at $2.3M), DFAS (+17.6K shares, valued at $1.4M), JEPI (+20.8K shares, valued at $1.2M); decreased their positions in SCHM (-35.2K shares, valued at $1.3M), GE (-3.0K shares, valued at $1.1M), GEV (-346 shares, valued at $406.5K); initiated new positions in NEA (+94.1K shares, valued at $1.1M), QTUM (+2.5K shares, valued at $406.7K), DIS (+3.9K shares, valued at $372.3K).

1M P&L

+8.8M+3.38%

3M P&L

+6.8M+2.61%

HY P&L

+14.8M+5.84%

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/A220.1M

80.3%

2Drug Manufacturers - General5.7M

2.1%

3Semiconductors5.1M

1.8%

Top Industries by Stock Count

1N/A68 stocks

48.9%

2Drug Manufacturers - General6 stocks

4.3%

3Aerospace & Defense5 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIV VANGUARD BD INDEX FDS250.0K shares13.89%2026-06-302026-07-28

IQLT ISHARES TR317.9K shares7.88%2026-06-302026-07-28

SCHX SCHWAB STRATEGIC TR402.3K shares-0.78%2026-06-302026-07-28

SCHG SCHWAB STRATEGIC TR341.6K shares6.68%2026-06-302026-07-28

DGRW WISDOMTREE TR119.6K shares2.20%2026-06-302026-07-28

SCHD SCHWAB STRATEGIC TR358.9K shares5.94%2026-06-302026-07-28

SHY ISHARES TR138.0K shares11.18%2026-06-302026-07-28

JEPI J P MORGAN EXCHANGE TRADED F188.4K shares12.44%2026-06-302026-07-28

Sponsored

IAU ISHARES GOLD TR131.6K shares8.09%2026-06-302026-07-28

DFAS DIMENSIONAL ETF TRUST118.7K shares17.41%2026-06-302026-07-28

JQUA J P MORGAN EXCHANGE TRADED F133.6K shares-1.31%2026-06-302026-07-28

IDEV ISHARES TR99.0K shares3.63%2026-06-302026-07-28

DFAE DIMENSIONAL ETF TRUST203.9K shares4.78%2026-06-302026-07-28

JAAA JANUS DETROIT STR TR130.2K shares-1.13%2026-06-302026-07-28

ITOT ISHARES TR37.8K shares-2.60%2026-06-302026-07-28

SCHB SCHWAB STRATEGIC TR208.9K shares2.71%2026-06-302026-07-28

Sponsored

JPST J P MORGAN EXCHANGE TRADED F98.4K shares4.66%2026-06-302026-07-28

AAPL APPLE INC16.3K shares1.01%2026-06-302026-07-28

XLV SELECT SECTOR SPDR TR27.3K shares13.29%2026-06-302026-07-28

GOOGL ALPHABET INC9.6K shares0.62%2026-06-302026-07-28

BIL SPDR SERIES TRUST30.9K shares-6.62%2026-06-302026-07-28

MSFT MICROSOFT CORP7.1K shares2.62%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO7.8K shares-0.69%2026-06-302026-07-28

IVW ISHARES TR18.5K shares-2.70%2026-06-302026-07-28

Sponsored

VEU VANGUARD INTL EQUITY INDEX F29.2K shares6.26%2026-06-302026-07-28

VGSH VANGUARD SCOTTSDALE FDS41.5K shares12.55%2026-06-302026-07-28

NVDA NVIDIA CORPORATION11.6K shares7.75%2026-06-302026-07-28

VYMI VANGUARD WHITEHALL FDS23.0K shares0.43%2026-06-302026-07-28

TLT ISHARES TR25.0K shares9.50%2026-06-302026-07-28

ISHARES TR ISHARES TR2.6K shares5.97%2026-06-302026-07-28

AMZN AMAZON COM INC7.3K shares4.45%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP12.6K shares-0.83%2026-06-302026-07-28

Sponsored

MPC MARATHON PETE CORP6.4K shares0.00%2026-06-302026-07-28

IWR ISHARES TR14.4K shares0.00%2026-06-302026-07-28

ALPS ETF TR ALPS ETF TR30.7K shares1.27%2026-06-302026-07-28

IBM INTERNATIONAL BUSINESS MACHS5.6K shares5.49%2026-06-302026-07-28

NOBL PROSHARES TR28.1K shares139.64%2026-06-302026-07-28

JNJ JOHNSON & JOHNSON6.2K shares2.15%2026-06-302026-07-28

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F25.3K shares2.69%2026-06-302026-07-28

ASML ASML HLDG NV782 shares-20.45%2026-06-302026-07-28

Sponsored

DEM WISDOMTREE TR28.7K shares-0.75%2026-06-302026-07-28

ABBVIE INC ABBVIE INC6.0K shares2.81%2026-06-302026-07-28

BND VANGUARD BD INDEX FDS20.2K shares-2.93%2026-06-302026-07-28

INTC INTEL CORP10.5K shares105.44%2026-06-302026-07-28

SCHM SCHWAB STRATEGIC TR39.7K shares-46.99%2026-06-302026-07-28

MRK MERCK & CO INC10.9K shares1.69%2026-06-302026-07-28

GLD SPDR GOLD TR3.3K shares-10.28%2026-06-302026-07-28

VYM VANGUARD WHITEHALL FDS7.7K shares-3.35%2026-06-302026-07-28

Sponsored

SHYM BLACKROCK ETF TRUST II51.8K shares5.01%2026-06-302026-07-28

AMGN AMGEN INC3.2K shares2.13%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.5K shares0.87%2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC9.5K shares-4.03%2026-06-302026-07-28

NEA NUVEEN AMT FREE QLTY MUN INC94.1K sharesnew addition2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC1.9K shares5.21%2026-06-302026-07-28

IJH ISHARES TR13.3K shares-18.55%2026-06-302026-07-28

EVSM MORGAN STANLEY ETF TRUST20.2K shares-3.24%2026-06-302026-07-28

Sponsored

MCD MCDONALDS CORP3.7K shares2.14%2026-06-302026-07-28

VZ VERIZON COMMUNICATIONS INC23.4K shares4.10%2026-06-302026-07-28

PEP PEPSICO INC7.3K shares3.60%2026-06-302026-07-28

CVX CHEVRON CORPORATION5.9K shares5.93%2026-06-302026-07-28

MO ALTRIA GROUP INC13.5K shares-0.14%2026-06-302026-07-28

IVE ISHARES TR4.2K shares-4.08%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL1.9K shares0.58%2026-06-302026-07-28

SPEM SPDR INDEX SHS FDS18.2K shares-1.72%2026-06-302026-07-28

Sponsored

PG PROCTER & GAMBLE CO6.4K shares0.27%2026-06-302026-07-28

XLI SELECT SECTOR SPDR TR4.7K shares5.23%2026-06-302026-07-28

GD GENERAL DYNAMICS CORP2.4K shares-0.16%2026-06-302026-07-28

KO COCA COLA CO10.5K shares2.79%2026-06-302026-07-28

CINF CINCINNATI FINL CORP4.5K shares125.15%2026-06-302026-07-28

PM PHILIP MORRIS INTL INC4.6K shares1.09%2026-06-302026-07-28

EFA ISHARES TR7.6K shares-6.17%2026-06-302026-07-28

QQQ INVESCO QQQ TR1.0K shares66.77%2026-06-302026-07-28

Sponsored

FNB F N B CORP39.2K shares-2.03%2026-06-302026-07-28

CAT CATERPILLAR INC686 shares-9.50%2026-06-302026-07-28

RTX CORPORATION RTX CORPORATION3.8K shares-1.32%2026-06-302026-07-28

DUK DUKE ENERGY CORP NEW5.6K shares1.39%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC1.2K shares-12.46%2026-06-302026-07-28

LLY ELI LILLY & CO573 shares1.96%2026-06-302026-07-28

HD HOME DEPOT INC1.8K shares9.12%2026-06-302026-07-28

PANW PALO ALTO NETWORKS INC1.8K shares-3.16%2026-06-302026-07-28

Sponsored

NFG NATIONAL FUEL GAS CO7.9K shares-5.93%2026-06-302026-07-28

VWO VANGUARD INTL EQUITY INDEX F10.1K shares-1.26%2026-06-302026-07-28

IEMG ISHARES INC7.2K shares-1.36%2026-06-302026-07-28

BAC BANK OF AMER CORP10.2K shares4.68%2026-06-302026-07-28

QCOM QUALCOMM INC3.0K shares7.71%2026-06-302026-07-28

ISHARES TR ISHARES TR5.8K shares-0.05%2026-06-302026-07-28

XLP SELECT SECTOR SPDR TR6.5K shares-0.20%2026-06-302026-07-28

PFE PFIZER INC22.5K shares2.78%2026-06-302026-07-28

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL2.4K shares27.90%2026-06-302026-07-28

TSLA TESLA INC1.3K shares-3.47%2026-06-302026-07-28

EWJ ISHARES INC5.6K shares13.77%2026-06-302026-07-28

EMBJ EMBRAER S.A.8.1K shares-1.13%2026-06-302026-07-28

GOOG ALPHABET INC1.5K shares0.00%2026-06-302026-07-28

WMT WALMART INC4.6K shares1.85%2026-06-302026-07-28

EMR EMERSON ELEC CO3.4K shares-11.46%2026-06-302026-07-28

3M CO 3M CO2.8K shares2.45%2026-06-302026-07-28

Sponsored

MOH MOLINA HEALTHCARE INC1.9K shares0.00%2026-06-302026-07-28

BTI BRITISH AMERN TOB PLC6.9K shares0.55%2026-06-302026-07-28

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR9.1K shares25.40%2026-06-302026-07-28

QTUM ETF SER SOLUTIONS2.5K sharesnew addition2026-06-302026-07-28

IWM ISHARES TR1.3K shares0.00%2026-06-302026-07-28

EOG EOG RES INC3.1K shares11.10%2026-06-302026-07-28

BMY BRISTOL-MYERS SQUIBB CO6.7K shares7.77%2026-06-302026-07-28

O REALTY INCOME CORP6.1K shares1.53%2026-06-302026-07-28

Sponsored

XLE SELECT SECTOR SPDR TR7.0K shares22.06%2026-06-302026-07-28

DIS DISNEY WALT CO3.9K sharesnew addition2026-06-302026-07-28

VB VANGUARD INDEX FDS1.2K shares0.00%2026-06-302026-07-28

NVG NUVEEN AMT FREE MUN CR INC F27.7K shares0.00%2026-06-302026-07-28

T AT&T INC16.9K shares4.47%2026-06-302026-07-28

ABT ABBOTT LABORATORIES3.8K shares23.27%2026-06-302026-07-28

PRF INVESCO EXCHANGE TRADED FD T6.3K shares0.00%2026-06-302026-07-28

IYY ISHARES TR1.8K shares0.16%2026-06-302026-07-28

Sponsored

GE GE AEROSPACE892 shares-77.04%2026-06-302026-07-28

ARK ETF TR ARK ETF TR8.3K shares2.65%2026-06-302026-07-28

PH PARKER-HANNIFIN CORP333 shares0.30%2026-06-302026-07-28

HCA HCA HEALTHCARE INC797 sharesnew addition2026-06-302026-07-28

MEDTRONIC PLC MEDTRONIC PLC4.0K shares-4.19%2026-06-302026-07-28

QUAL ISHARES TR1.4K shares2.92%2026-06-302026-07-28

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC382 sharesnew addition2026-06-302026-07-28

LMT LOCKHEED MARTIN CORP566 shares-2.92%2026-06-302026-07-28

Sponsored

PYLD PIMCO ETF TR10.7K shares15.36%2026-06-302026-07-28

TMUS T-MOBILE US INC1.7K shares3.49%2026-06-302026-07-28

VV VANGUARD INDEX FDS805 shares0.00%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS3.8K shares-6.09%2026-06-302026-07-28

OEF ISHARES TR11.9K sharesnew addition2026-06-302026-07-28

ARK ETF TR ARK ETF TR6.4K sharesnew addition2026-06-302026-07-28

ED CONSOLIDATED EDISON INC2.4K shares0.00%2026-06-302026-07-28

JAVA J P MORGAN EXCHANGE TRADED F3.3K shares-10.10%2026-06-302026-07-28

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC633 sharesnew addition2026-06-302026-07-28

JGRO J P MORGAN EXCHANGE TRADED F2.6K shares0.00%2026-06-302026-07-28

CF CF INDUSTRIES HOLD2.4K shares7.74%2026-06-302026-07-28

PNC PNC FINL SVCS GROUP INC1.0K sharesnew addition2026-06-302026-07-28

ORACLE CORP ORACLE CORP1.7K shares-3.08%2026-06-302026-07-28

CDX SIMPLIFY EXCHANGE TRADED FUN11.8K shares1.85%2026-06-302026-07-28

XYZ BLOCK INC3.3K sharesnew addition2026-06-302026-07-28

IGM ISHARES TR1.5K sharesnew addition2026-06-302026-07-28

Sponsored

DOV DOVER CORP1.1K shares4.38%2026-06-302026-07-28

AXP AMERICAN EXPRESS CO717 sharesnew addition2026-06-302026-07-28

PYPL PAYPAL HLDGS INC5.6K sharesnew addition2026-06-302026-07-28

IBIT ISHARES BITCOIN TRUST ETF7.3K shares11.73%2026-06-302026-07-28

IXC ISHARES TR4.8K shares0.00%2026-06-302026-07-28

EG EVEREST GROUP LTD666 shares5.38%2026-06-302026-07-28

E ENI SPA5.0K shares0.00%2026-06-302026-07-28

GEV GE VERNOVA INC198 shares-63.60%2026-06-302026-07-28

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I3.6K shares0.00%2026-06-302026-07-28

SLV ISHARES SILVER TR4.3K shares18.39%2026-06-302026-07-28

XLK SELECT SECTOR SPDR TR1.2K shares-42.60%2026-06-302026-07-28

VTV VANGUARD INDEX FDS1.0K shares0.00%2026-06-302026-07-28

TYG TORTOISE ENERGY INFRSTRCTR C5.3K shares0.00%2026-06-302026-07-28

AIQ GLOBAL X FDS3.4K sharesnew addition2026-06-302026-07-28

BA BOEING CO1.0K shares0.00%2026-06-302026-07-28

DOMINION ENERGY INC DOMINION ENERGY INC3.3K shares-3.67%2026-06-302026-07-28

Sponsored

GLW CORNING INC865 sharesnew addition2026-06-302026-07-28

VUG VANGUARD INDEX FDS2.6K sharesnew addition2026-06-302026-07-28

DELL DELL TECHNOLOGIES INC500 sharesnew addition2026-06-302026-07-28

COP CONOCOPHILLIPS2.1K shares0.00%2026-06-302026-07-28

TT TRANE TECHNOLOGIES PLC432 sharesnew addition2026-06-302026-07-28

MELI MERCADOLIBRE INC125 shares0.00%2026-06-302026-07-28

SOUTHERN CO SOUTHERN CO2.2K shares0.00%2026-06-302026-07-28

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.7K shares-16.75%2026-06-302026-07-28

Sponsored

APPLIED MATLS INC APPLIED MATLS INC290 sharesnew addition2026-06-302026-07-28

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC1.5K sharesnew addition2026-06-302026-07-28

SLI STANDARD LITHIUM CORP34.9K shares0.17%2026-06-302026-07-28

ORBS EIGHTCO HOLDINGS INC13.2K sharesnew addition2026-06-302026-07-28

BIV

VANGUARD BD INDEX FDS

13.89%

Shares250.0K

Event2026-06-30

Filed2026-07-28

IQLT

ISHARES TR

7.88%

Shares317.9K

Event2026-06-30

Filed2026-07-28

SCHX

SCHWAB STRATEGIC TR

-0.78%

Shares402.3K

Event2026-06-30

Filed2026-07-28

SCHG

SCHWAB STRATEGIC TR

6.68%

Shares341.6K

Event2026-06-30

Filed2026-07-28

DGRW

WISDOMTREE TR

2.20%

Shares119.6K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB STRATEGIC TR

5.94%

Shares358.9K

Event2026-06-30

Filed2026-07-28

SHY

ISHARES TR

11.18%

Shares138.0K

Event2026-06-30

Filed2026-07-28

JEPI

J P MORGAN EXCHANGE TRADED F

12.44%

Shares188.4K

Event2026-06-30

Filed2026-07-28

IAU

ISHARES GOLD TR

8.09%

Shares131.6K

Event2026-06-30

Filed2026-07-28

DFAS

DIMENSIONAL ETF TRUST

17.41%

Shares118.7K

Event2026-06-30

Filed2026-07-28

JQUA

J P MORGAN EXCHANGE TRADED F

-1.31%

Shares133.6K

Event2026-06-30

Filed2026-07-28

IDEV

ISHARES TR

3.63%

Shares99.0K

Event2026-06-30

Filed2026-07-28

DFAE

DIMENSIONAL ETF TRUST

4.78%

Shares203.9K

Event2026-06-30

Filed2026-07-28

JAAA

JANUS DETROIT STR TR

-1.13%

Shares130.2K

Event2026-06-30

Filed2026-07-28

ITOT

ISHARES TR

-2.60%

Shares37.8K

Event2026-06-30

Filed2026-07-28

SCHB

SCHWAB STRATEGIC TR

2.71%

Shares208.9K

Event2026-06-30

Filed2026-07-28

JPST

J P MORGAN EXCHANGE TRADED F

4.66%

Shares98.4K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

1.01%

Shares16.3K

Event2026-06-30

Filed2026-07-28

XLV

SELECT SECTOR SPDR TR

13.29%

Shares27.3K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

0.62%

Shares9.6K

Event2026-06-30

Filed2026-07-28

BIL

SPDR SERIES TRUST

-6.62%

Shares30.9K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

2.62%

Shares7.1K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

-0.69%

Shares7.8K

Event2026-06-30

Filed2026-07-28

IVW

ISHARES TR

-2.70%

Shares18.5K

Event2026-06-30

Filed2026-07-28

VEU

VANGUARD INTL EQUITY INDEX F

6.26%

Shares29.2K

Event2026-06-30

Filed2026-07-28

VGSH

VANGUARD SCOTTSDALE FDS

12.55%

Shares41.5K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

7.75%

Shares11.6K

Event2026-06-30

Filed2026-07-28

VYMI

VANGUARD WHITEHALL FDS

0.43%

Shares23.0K

Event2026-06-30

Filed2026-07-28

TLT

ISHARES TR

9.50%

Shares25.0K

Event2026-06-30

Filed2026-07-28

ISHARES TR

5.97%

Shares2.6K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

4.45%

Shares7.3K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

-0.83%

Shares12.6K

Event2026-06-30

Filed2026-07-28

MPC

MARATHON PETE CORP

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-28

IWR

ISHARES TR

0.00%

Shares14.4K

Event2026-06-30

Filed2026-07-28

ALPS ETF TR

1.27%

Shares30.7K

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS

5.49%

Shares5.6K

Event2026-06-30

Filed2026-07-28

NOBL

PROSHARES TR

139.64%

Shares28.1K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

2.15%

Shares6.2K

Event2026-06-30

Filed2026-07-28

J P MORGAN EXCHANGE TRADED F

2.69%

Shares25.3K

Event2026-06-30

Filed2026-07-28

ASML

ASML HLDG NV

-20.45%

Shares782

Event2026-06-30

Filed2026-07-28

DEM

WISDOMTREE TR

-0.75%

Shares28.7K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

2.81%

Shares6.0K

Event2026-06-30

Filed2026-07-28

BND

VANGUARD BD INDEX FDS

-2.93%

Shares20.2K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

105.44%

Shares10.5K

Event2026-06-30

Filed2026-07-28

SCHM

SCHWAB STRATEGIC TR

-46.99%

Shares39.7K

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO INC

1.69%

Shares10.9K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TR

-10.28%

Shares3.3K

Event2026-06-30

Filed2026-07-28

VYM

VANGUARD WHITEHALL FDS

-3.35%

Shares7.7K

Event2026-06-30

Filed2026-07-28

SHYM

BLACKROCK ETF TRUST II

5.01%

Shares51.8K

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC

2.13%

Shares3.2K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

0.87%

Shares1.5K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

-4.03%

Shares9.5K

Event2026-06-30

Filed2026-07-28

NEA

NUVEEN AMT FREE QLTY MUN INC

New

Shares94.1K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

5.21%

Shares1.9K

Event2026-06-30

Filed2026-07-28

IJH

ISHARES TR

-18.55%

Shares13.3K

Event2026-06-30

Filed2026-07-28

EVSM

MORGAN STANLEY ETF TRUST

-3.24%

Shares20.2K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

2.14%

Shares3.7K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC

4.10%

Shares23.4K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

3.60%

Shares7.3K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

5.93%

Shares5.9K

Event2026-06-30

Filed2026-07-28

ALTRIA GROUP INC

-0.14%

Shares13.5K

Event2026-06-30

Filed2026-07-28

IVE

ISHARES TR

-4.08%

Shares4.2K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.58%

Shares1.9K

Event2026-06-30

Filed2026-07-28

SPEM

SPDR INDEX SHS FDS

-1.72%

Shares18.2K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

0.27%

Shares6.4K

Event2026-06-30

Filed2026-07-28

XLI

SELECT SECTOR SPDR TR

5.23%

Shares4.7K

Event2026-06-30

Filed2026-07-28

GENERAL DYNAMICS CORP

-0.16%

Shares2.4K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

2.79%

Shares10.5K

Event2026-06-30

Filed2026-07-28

CINF

CINCINNATI FINL CORP

125.15%

Shares4.5K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

1.09%

Shares4.6K

Event2026-06-30

Filed2026-07-28

EFA

ISHARES TR

-6.17%

Shares7.6K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

66.77%

Shares1.0K

Event2026-06-30

Filed2026-07-28

FNB

F N B CORP

-2.03%

Shares39.2K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

-9.50%

Shares686

Event2026-06-30

Filed2026-07-28

RTX CORPORATION

-1.32%

Shares3.8K

Event2026-06-30

Filed2026-07-28

DUK

DUKE ENERGY CORP NEW

1.39%

Shares5.6K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

-12.46%

Shares1.2K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

1.96%

Shares573

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

9.12%

Shares1.8K

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS INC

-3.16%

Shares1.8K

Event2026-06-30

Filed2026-07-28

NFG

NATIONAL FUEL GAS CO

-5.93%

Shares7.9K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD INTL EQUITY INDEX F

-1.26%

Shares10.1K

Event2026-06-30

Filed2026-07-28

IEMG

ISHARES INC

-1.36%

Shares7.2K

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMER CORP

4.68%

Shares10.2K

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM INC

7.71%

Shares3.0K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-0.05%

Shares5.8K

Event2026-06-30

Filed2026-07-28

XLP

SELECT SECTOR SPDR TR

-0.20%

Shares6.5K

Event2026-06-30

Filed2026-07-28

PFE

PFIZER INC

2.78%

Shares22.5K

Event2026-06-30

Filed2026-07-28

WASTE MGMT INC DEL

27.90%

Shares2.4K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

-3.47%

Shares1.3K

Event2026-06-30

Filed2026-07-28

EWJ

ISHARES INC

13.77%

Shares5.6K

Event2026-06-30

Filed2026-07-28

EMBJ

EMBRAER S.A.

-1.13%

Shares8.1K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

1.85%

Shares4.6K

Event2026-06-30

Filed2026-07-28

EMR

EMERSON ELEC CO

-11.46%

Shares3.4K

Event2026-06-30

Filed2026-07-28

3M CO

2.45%

Shares2.8K

Event2026-06-30

Filed2026-07-28

MOH

MOLINA HEALTHCARE INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-28

BTI

BRITISH AMERN TOB PLC

0.55%

Shares6.9K

Event2026-06-30

Filed2026-07-28

SELECT SECTOR SPDR TR

25.40%

Shares9.1K

Event2026-06-30

Filed2026-07-28

QTUM

ETF SER SOLUTIONS

New

Shares2.5K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-28

EOG

EOG RES INC

11.10%

Shares3.1K

Event2026-06-30

Filed2026-07-28

BMY

BRISTOL-MYERS SQUIBB CO

7.77%

Shares6.7K

Event2026-06-30

Filed2026-07-28

REALTY INCOME CORP

1.53%

Shares6.1K

Event2026-06-30

Filed2026-07-28

XLE

SELECT SECTOR SPDR TR

22.06%

Shares7.0K

Event2026-06-30

Filed2026-07-28

DIS

DISNEY WALT CO

New

Shares3.9K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-28

NVG

NUVEEN AMT FREE MUN CR INC F

0.00%

Shares27.7K

Event2026-06-30

Filed2026-07-28

AT&T INC

4.47%

Shares16.9K

Event2026-06-30

Filed2026-07-28

ABT

ABBOTT LABORATORIES

23.27%

Shares3.8K

Event2026-06-30

Filed2026-07-28

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-28

IYY

ISHARES TR

0.16%

Shares1.8K

Event2026-06-30

Filed2026-07-28

GE AEROSPACE

-77.04%

Shares892

Event2026-06-30

Filed2026-07-28

ARK ETF TR

2.65%

Shares8.3K

Event2026-06-30

Filed2026-07-28

PARKER-HANNIFIN CORP

0.30%

Shares333

Event2026-06-30

Filed2026-07-28

HCA

HCA HEALTHCARE INC

New

Shares797

Event2026-06-30

Filed2026-07-28

MEDTRONIC PLC

-4.19%

Shares4.0K

Event2026-06-30

Filed2026-07-28

QUAL

ISHARES TR

2.92%

Shares1.4K

Event2026-06-30

Filed2026-07-28

CROWDSTRIKE HLDGS INC

New

Shares382

Event2026-06-30

Filed2026-07-28

LMT

LOCKHEED MARTIN CORP

-2.92%

Shares566

Event2026-06-30

Filed2026-07-28

PYLD

PIMCO ETF TR

15.36%

Shares10.7K

Event2026-06-30

Filed2026-07-28

TMUS

T-MOBILE US INC

3.49%

Shares1.7K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

0.00%

Shares805

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

-6.09%

Shares3.8K

Event2026-06-30

Filed2026-07-28

OEF

ISHARES TR

New

Shares11.9K

Event2026-06-30

Filed2026-07-28

ARK ETF TR

New

Shares6.4K

Event2026-06-30

Filed2026-07-28

CONSOLIDATED EDISON INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-28

JAVA

J P MORGAN EXCHANGE TRADED F

-10.10%

Shares3.3K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

New

Shares633

Event2026-06-30

Filed2026-07-28

JGRO

J P MORGAN EXCHANGE TRADED F

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-28

CF INDUSTRIES HOLD

7.74%

Shares2.4K

Event2026-06-30

Filed2026-07-28

PNC

PNC FINL SVCS GROUP INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-28

ORACLE CORP

-3.08%

Shares1.7K

Event2026-06-30

Filed2026-07-28

CDX

SIMPLIFY EXCHANGE TRADED FUN

1.85%

Shares11.8K

Event2026-06-30

Filed2026-07-28

XYZ

BLOCK INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-28

IGM

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-28

DOV

DOVER CORP

4.38%

Shares1.1K

Event2026-06-30

Filed2026-07-28

AXP

AMERICAN EXPRESS CO

New

Shares717

Event2026-06-30

Filed2026-07-28

PYPL

PAYPAL HLDGS INC

New

Shares5.6K

Event2026-06-30

Filed2026-07-28

IBIT

ISHARES BITCOIN TRUST ETF

11.73%

Shares7.3K

Event2026-06-30

Filed2026-07-28

IXC

ISHARES TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-28

EVEREST GROUP LTD

5.38%

Shares666

Event2026-06-30

Filed2026-07-28

ENI SPA

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-28

GEV

GE VERNOVA INC

-63.60%

Shares198

Event2026-06-30

Filed2026-07-28

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-28

SLV

ISHARES SILVER TR

18.39%

Shares4.3K

Event2026-06-30

Filed2026-07-28

XLK

SELECT SECTOR SPDR TR

-42.60%

Shares1.2K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-28

TYG

TORTOISE ENERGY INFRSTRCTR C

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-28

AIQ

GLOBAL X FDS

New

Shares3.4K

Event2026-06-30

Filed2026-07-28

BOEING CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-28

DOMINION ENERGY INC

-3.67%

Shares3.3K

Event2026-06-30

Filed2026-07-28

GLW

CORNING INC

New

Shares865

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

New

Shares2.6K

Event2026-06-30

Filed2026-07-28

DELL

DELL TECHNOLOGIES INC

New

Shares500

Event2026-06-30

Filed2026-07-28

COP

CONOCOPHILLIPS

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-28

TRANE TECHNOLOGIES PLC

New

Shares432

Event2026-06-30

Filed2026-07-28

MELI

MERCADOLIBRE INC

0.00%

Shares125

Event2026-06-30

Filed2026-07-28

SOUTHERN CO

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-28

ACCENTURE PLC IRELAND

-16.75%

Shares1.7K

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

New

Shares290

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-28

SLI

STANDARD LITHIUM CORP

0.17%

Shares34.9K

Event2026-06-30

Filed2026-07-28

ORBS

EIGHTCO HOLDINGS INC

New

Shares13.2K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION11.0K sharesnew addition2026-06-302026-07-28

PALANTIR TECHNOLOGIES INC Put PutPALANTIR TECHNOLOGIES INC10.3K sharesnew addition2026-06-302026-07-28

NVDA Put

NVIDIA CORPORATION

New

Shares11.0K

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC Put

PALANTIR TECHNOLOGIES INC

New

Shares10.3K

Event2026-06-30

Filed2026-07-28