Sponsored

The Analysis of MBE Wealth Management, LLC's Holdings & P&L

Currently, MBE Wealth Management, LLC holds 170 types of securities in its portfolio with a total value $284.5M. In the most recent quarter, they have increased their positions in HTRB (+70.6K shares, valued at $2.4M), AFIX (+91.6K shares, valued at $2.3M), BRTR (+38.5K shares, valued at $1.9M); decreased their positions in QQQ (-1.7K shares, valued at $1.3M), VB (-1.1K shares, valued at $339.2K), JUCY (-10.9K shares, valued at $239.9K); initiated new positions in AFIX (+91.6K shares, valued at $2.3M), BRTR (+38.5K shares, valued at $1.9M), N/A (+46.2K shares, valued at $1.2M).

1M P&L

+6.5M+2.58%

3M P&L

-4.7M-1.78%

HY P&L

+7.6M+3.04%

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/A228.2M

88.1%

2Communication Equipment4.6M

1.8%

3Semiconductors4.3M

1.6%

Top Industries by Stock Count

1N/A96 stocks

64.9%

2Semiconductors5 stocks

3.4%

3Utilities - Regulated Electric4 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR47.3K shares-3.49%2026-06-302026-07-24

VB VANGUARD INDEX FDS98.0K shares-1.13%2026-06-302026-07-24

SPYV SPDR SERIES TRUST459.7K shares2.08%2026-06-302026-07-24

ISHARES TR ISHARES TR18.3K shares-0.27%2026-06-302026-07-24

ACIO ETF SER SOLUTIONS280.6K shares-0.98%2026-06-302026-07-24

IDUB ETF SER SOLUTIONS322.5K shares0.01%2026-06-302026-07-24

DRSK ETF SER SOLUTIONS289.9K shares-0.79%2026-06-302026-07-24

SCHP SCHWAB STRATEGIC TR293.5K shares2.05%2026-06-302026-07-24

Sponsored

OSCV ETF SER SOLUTIONS142.5K shares0.97%2026-06-302026-07-24

DUBS ETF SER SOLUTIONS142.9K shares0.67%2026-06-302026-07-24

HTRB HARTFORD FDS EXCHANGE TRADED162.5K shares76.85%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR161.0K shares2.09%2026-06-302026-07-24

ADME ETF SER SOLUTIONS90.3K shares-0.75%2026-06-302026-07-24

ASTS AST SPACEMOBILE INC49.0K shares-0.17%2026-06-302026-07-24

RLY SSGA ACTIVE ETF TR116.0K shares31.47%2026-06-302026-07-24

VCIT VANGUARD SCOTTSDALE FDS46.8K shares0.00%2026-06-302026-07-24

Sponsored

DGRO ISHARES TR45.0K shares-2.05%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR115.8K shares0.95%2026-06-302026-07-24

SCHE SCHWAB STRATEGIC TR79.0K shares1.28%2026-06-302026-07-24

UPSD ETF SER SOLUTIONS94.6K shares3.24%2026-06-302026-07-24

JUCY ETF SER SOLUTIONS105.4K shares-9.39%2026-06-302026-07-24

NVDA NVIDIA CORPORATION11.6K shares-1.00%2026-06-302026-07-24

AFIX ALLSPRING EXCHANGE TRADED FU91.6K sharesnew addition2026-06-302026-07-24

MUNI PIMCO ETF TR37.4K shares15.07%2026-06-302026-07-24

Sponsored

BRTR BLACKROCK ETF TRUST II38.5K sharesnew addition2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS23.8K shares0.58%2026-06-302026-07-24

AAPL APPLE INC6.3K shares1.90%2026-06-302026-07-24

QUAL ISHARES TR7.2K shares1.08%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.8K shares-0.23%2026-06-302026-07-24

FVD FIRST TR EXCHANGE-TRADED FD30.0K shares-0.43%2026-06-302026-07-24

SCHO SCHWAB STRATEGIC TR58.3K shares-1.75%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS19.5K shares0.98%2026-06-302026-07-24

Sponsored

ABBVIE INC ABBVIE INC5.4K shares-0.75%2026-06-302026-07-24

MSFT MICROSOFT CORP3.6K shares6.51%2026-06-302026-07-24

SPDR SERIES TRUST SPDR SERIES TRUST14.5K shares4.41%2026-06-302026-07-24

PHYL PGIM ETF TR35.9K shares63.61%2026-06-302026-07-24

DEFR ETF SER SOLUTIONS45.3K shares-5.34%2026-06-302026-07-24

HARRIS OAKMARK ETF TRUST HARRIS OAKMARK ETF TRUST46.2K sharesnew addition2026-06-302026-07-24

CGXU CAPITAL GROUP INTL FOCUS EQT33.6K sharesnew addition2026-06-302026-07-24

LLY ELI LILLY & CO887 shares2.07%2026-06-302026-07-24

Sponsored

MTUM ISHARES TR3.1K shares-6.15%2026-06-302026-07-24

VGSH VANGUARD SCOTTSDALE FDS18.1K shares-2.82%2026-06-302026-07-24

WMT WALMART INC9.2K shares-0.56%2026-06-302026-07-24

DFAE DIMENSIONAL ETF TRUST25.9K sharesnew addition2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC1.8K shares0.85%2026-06-302026-07-24

PEP PEPSICO INC7.5K shares0.81%2026-06-302026-07-24

AMZN AMAZON COM INC4.1K shares0.97%2026-06-302026-07-24

ACYN FIRST TR EXCHANGE-TRADED FD46.4K shares122.33%2026-06-302026-07-24

Sponsored

GLD SPDR GOLD TR2.6K shares0.39%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP6.3K shares0.02%2026-06-302026-07-24

ESGU ISHARES TR5.2K shares1.04%2026-06-302026-07-24

CAT CATERPILLAR INC768 shares0.92%2026-06-302026-07-24

MGEE MGE ENERGY INC9.9K shares0.13%2026-06-302026-07-24

SPTM SPDR SERIES TRUST8.9K shares0.12%2026-06-302026-07-24

SCHG SCHWAB STRATEGIC TR22.6K shares2.23%2026-06-302026-07-24

GOOGL ALPHABET INC2.1K shares5.12%2026-06-302026-07-24

Sponsored

ECL ECOLAB INC2.6K shares0.00%2026-06-302026-07-24

CATH GLOBAL X FDS8.0K shares0.02%2026-06-302026-07-24

KLAC KLA CORP2.3K shares900.00%2026-06-302026-07-24

USMV ISHARES TR7.3K shares-8.04%2026-06-302026-07-24

CSRE COHEN & STEERS ETF TRUST24.4K sharesnew addition2026-06-302026-07-24

XSOE WISDOMTREE TR13.6K shares0.00%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS4.1K shares4.22%2026-06-302026-07-24

UCON FIRST TR EXCHNG TRADED FD VI25.6K shares-0.26%2026-06-302026-07-24

Sponsored

VT VANGUARD INTL EQUITY INDEX F3.9K shares-0.10%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS2.5K shares-0.39%2026-06-302026-07-24

RDVY FIRST TR EXCHANGE TRADED FD7.2K shares6.18%2026-06-302026-07-24

VUG VANGUARD INDEX FDS6.7K shares497.07%2026-06-302026-07-24

MCD MCDONALDS CORP2.1K shares-0.98%2026-06-302026-07-24

VISA INC VISA INC1.7K shares-1.19%2026-06-302026-07-24

DFAS DIMENSIONAL ETF TRUST6.8K shares9.53%2026-06-302026-07-24

QUANTA SVCS INC QUANTA SVCS INC770 shares-7.56%2026-06-302026-07-24

Sponsored

VGT VANGUARD WORLD FD4.5K shares704.78%2026-06-302026-07-24

DFUS DIMENSIONAL ETF TRUST6.6K shares37.34%2026-06-302026-07-24

LCTU BLACKROCK ETF TRUST6.7K shares-12.81%2026-06-302026-07-24

EAGG ISHARES TR11.3K shares16.84%2026-06-302026-07-24

NUE NUCOR CORP2.3K shares0.00%2026-06-302026-07-24

USRT ISHARES TR7.9K shares-2.82%2026-06-302026-07-24

SCHX SCHWAB STRATEGIC TR17.7K shares-0.57%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR2.7K shares0.00%2026-06-302026-07-24

Sponsored

COWZ PACER FDS TR8.0K shares-4.86%2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR9.4K shares-8.83%2026-06-302026-07-24

BROADCOM INC BROADCOM INC1.3K shares28.37%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED943 shares0.00%2026-06-302026-07-24

SLV ISHARES SILVER TR8.9K shares3.24%2026-06-302026-07-24

MO ALTRIA GROUP INC6.4K shares-9.97%2026-06-302026-07-24

SCHR SCHWAB STRATEGIC TR18.2K shares2.28%2026-06-302026-07-24

ABT ABBOTT LABORATORIES4.9K shares0.00%2026-06-302026-07-24

Sponsored

DSI ISHARES TR3.1K shares-12.72%2026-06-302026-07-24

SUSC ISHARES TR19.2K shares-16.22%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON1.7K shares-5.42%2026-06-302026-07-24

USXF ISHARES TR6.3K shares-9.68%2026-06-302026-07-24

LNT ALLIANT ENERGY CORP5.7K shares2.63%2026-06-302026-07-24

MRK MERCK & CO INC3.3K shares-4.21%2026-06-302026-07-24

CIBR FIRST TR EXCHANGE-TRADED FD4.7K shares15.55%2026-06-302026-07-24

ZIM ZIM INTEGRATED SHIPPING SERV16.2K shares0.00%2026-06-302026-07-24

Sponsored

RTX CORPORATION RTX CORPORATION2.2K shares1.07%2026-06-302026-07-24

AVEM AMERICAN CENTY ETF TR4.1K shares0.15%2026-06-302026-07-24

ICSH ISHARES TR7.8K sharesnew addition2026-06-302026-07-24

SCHM SCHWAB STRATEGIC TR10.5K shares-15.38%2026-06-302026-07-24

ASB ASSOCIATED BANC-CORP12.2K shares0.00%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC4.3K shares0.09%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC321 sharesnew addition2026-06-302026-07-24

PGR PROGRESSIVE CORP1.7K shares0.18%2026-06-302026-07-24

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL727 shares0.00%2026-06-302026-07-24

WORLD GOLD TR WORLD GOLD TR4.5K shares-24.44%2026-06-302026-07-24

TSLA TESLA INC852 shares0.35%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC8.5K shares1.54%2026-06-302026-07-24

SCHA SCHWAB STRATEGIC TR9.8K shares7.53%2026-06-302026-07-24

FANG DIAMONDBACK ENERGY INC2.0K shares-5.63%2026-06-302026-07-24

DE DEERE & CO543 shares-0.91%2026-06-302026-07-24

FNDF SCHWAB STRATEGIC TR6.5K shares-0.08%2026-06-302026-07-24

Sponsored

QQQM INVESCO EXCH TRADED FD TR II1.1K shares10.32%2026-06-302026-07-24

SOUTHERN CO SOUTHERN CO3.5K shares-4.41%2026-06-302026-07-24

SPSM SPDR SERIES TRUST5.8K shares-6.49%2026-06-302026-07-24

DFSU DIMENSIONAL ETF TRUST7.1K shares0.58%2026-06-302026-07-24

WEC WEC ENERGY GROUP INC2.8K shares0.00%2026-06-302026-07-24

ESGV VANGUARD WORLD FD2.5K shares0.57%2026-06-302026-07-24

CHE CHEMED CORP NEW675 shares-1.75%2026-06-302026-07-24

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD15.3K sharesnew addition2026-06-302026-07-24

Sponsored

CVX CHEVRON CORPORATION1.9K shares7.94%2026-06-302026-07-24

MPLX MPLX LP5.5K shares0.74%2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC612 shares0.99%2026-06-302026-07-24

XLP SELECT SECTOR SPDR TR3.7K shares0.46%2026-06-302026-07-24

APH AMPHENOL CORP1.7K shares-0.41%2026-06-302026-07-24

BUFZ FIRST TR EXCHNG TRADED FD VI10.6K sharesnew addition2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC857 sharesnew addition2026-06-302026-07-24

HD HOME DEPOT INC817 shares5.28%2026-06-302026-07-24

Sponsored

INTC INTEL CORP2.0K sharesnew addition2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC2.4K sharesnew addition2026-06-302026-07-24

XLV SELECT SECTOR SPDR TR1.7K shares-31.63%2026-06-302026-07-24

EPD ENTERPRISE PRODS PARTNERS L7.3K shares-3.86%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS728 sharesnew addition2026-06-302026-07-24

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL279 sharesnew addition2026-06-302026-07-24

AMT AMERICAN TOWER CORP1.6K shares-1.86%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION284 shares-2.07%2026-06-302026-07-24

Sponsored

T AT&T INC12.3K shares-1.74%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC530 sharesnew addition2026-06-302026-07-24

FNDA SCHWAB STRATEGIC TR6.4K shares-0.12%2026-06-302026-07-24

UNP UNION PAC CORP901 shares-2.38%2026-06-302026-07-24

ESGE ISHARES INC4.3K shares-14.79%2026-06-302026-07-24

GJAN FIRST TR EXCHNG TRADED FD VI5.2K shares0.00%2026-06-302026-07-24

FTCS FIRST TR EXCHANGE-TRADED FD2.4K shares0.00%2026-06-302026-07-24

VTV VANGUARD INDEX FDS1.0K sharesnew addition2026-06-302026-07-24

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD1.7K sharesnew addition2026-06-302026-07-24

BUFY FIRST TR EXCHNG TRADED FD VI9.6K sharesnew addition2026-06-302026-07-24

VEU VANGUARD INTL EQUITY INDEX F2.6K sharesnew addition2026-06-302026-07-24

LGOV FIRST TR EXCHANGE-TRADED FD10.1K shares0.00%2026-06-302026-07-24

SPHQ INVESCO EXCHANGE TRADED FD T2.4K sharesnew addition2026-06-302026-07-24

MSI MOTOROLA SOLUTIONS INC521 shares0.00%2026-06-302026-07-24

FNDX SCHWAB STRATEGIC TR6.9K sharesnew addition2026-06-302026-07-24

JQUA J P MORGAN EXCHANGE TRADED F3.0K sharesnew addition2026-06-302026-07-24

Sponsored

DUK DUKE ENERGY CORP NEW1.7K shares-16.32%2026-06-302026-07-24

DFSV DIMENSIONAL ETF TRUST5.5K sharesnew addition2026-06-302026-07-24

PG PROCTER & GAMBLE CO1.4K shares2.26%2026-06-302026-07-24

INTF ISHARES TR5.2K shares0.58%2026-06-302026-07-24

VOO VANGUARD INDEX FDS308 sharesnew addition2026-06-302026-07-24

CPRT COPART INC7.5K shares-5.79%2026-06-302026-07-24

DFSE DIMENSIONAL ETF TRUST4.2K sharesnew addition2026-06-302026-07-24

SERVICENOW INC SERVICENOW INC2.1K shares-4.45%2026-06-302026-07-24

Sponsored

PFE PFIZER INC8.6K shares-0.57%2026-06-302026-07-24

QUS SPDR SERIES TRUST1.1K sharesnew addition2026-06-302026-07-24

IWY ISHARES TR708 sharesnew addition2026-06-302026-07-24

USB US BANCORP3.4K sharesnew addition2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC282 sharesnew addition2026-06-302026-07-24

DMXF ISHARES TR2.4K sharesnew addition2026-06-302026-07-24

ORACLE CORP ORACLE CORP1.4K sharesnew addition2026-06-302026-07-24

FPE FIRST TR EXCH TRADED FD III10.1K shares0.00%2026-06-302026-07-24

Sponsored

DSX DIANA SHIPPING INC20.9K shares0.36%2026-06-302026-07-24

NHTC NATURAL HEALTH TRENDS CORP10.9K shares0.00%2026-06-302026-07-24

QQQ

INVESCO QQQ TR

-3.49%

Shares47.3K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-1.13%

Shares98.0K

Event2026-06-30

Filed2026-07-24

SPYV

SPDR SERIES TRUST

2.08%

Shares459.7K

Event2026-06-30

Filed2026-07-24

ISHARES TR

-0.27%

Shares18.3K

Event2026-06-30

Filed2026-07-24

ACIO

ETF SER SOLUTIONS

-0.98%

Shares280.6K

Event2026-06-30

Filed2026-07-24

IDUB

ETF SER SOLUTIONS

0.01%

Shares322.5K

Event2026-06-30

Filed2026-07-24

DRSK

ETF SER SOLUTIONS

-0.79%

Shares289.9K

Event2026-06-30

Filed2026-07-24

SCHP

SCHWAB STRATEGIC TR

2.05%

Shares293.5K

Event2026-06-30

Filed2026-07-24

OSCV

ETF SER SOLUTIONS

0.97%

Shares142.5K

Event2026-06-30

Filed2026-07-24

DUBS

ETF SER SOLUTIONS

0.67%

Shares142.9K

Event2026-06-30

Filed2026-07-24

HTRB

HARTFORD FDS EXCHANGE TRADED

76.85%

Shares162.5K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

2.09%

Shares161.0K

Event2026-06-30

Filed2026-07-24

ADME

ETF SER SOLUTIONS

-0.75%

Shares90.3K

Event2026-06-30

Filed2026-07-24

ASTS

AST SPACEMOBILE INC

-0.17%

Shares49.0K

Event2026-06-30

Filed2026-07-24

RLY

SSGA ACTIVE ETF TR

31.47%

Shares116.0K

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares46.8K

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES TR

-2.05%

Shares45.0K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

0.95%

Shares115.8K

Event2026-06-30

Filed2026-07-24

SCHE

SCHWAB STRATEGIC TR

1.28%

Shares79.0K

Event2026-06-30

Filed2026-07-24

UPSD

ETF SER SOLUTIONS

3.24%

Shares94.6K

Event2026-06-30

Filed2026-07-24

JUCY

ETF SER SOLUTIONS

-9.39%

Shares105.4K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

-1.00%

Shares11.6K

Event2026-06-30

Filed2026-07-24

AFIX

ALLSPRING EXCHANGE TRADED FU

New

Shares91.6K

Event2026-06-30

Filed2026-07-24

MUNI

PIMCO ETF TR

15.07%

Shares37.4K

Event2026-06-30

Filed2026-07-24

BRTR

BLACKROCK ETF TRUST II

New

Shares38.5K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

0.58%

Shares23.8K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

1.90%

Shares6.3K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES TR

1.08%

Shares7.2K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-0.23%

Shares4.8K

Event2026-06-30

Filed2026-07-24

FVD

FIRST TR EXCHANGE-TRADED FD

-0.43%

Shares30.0K

Event2026-06-30

Filed2026-07-24

SCHO

SCHWAB STRATEGIC TR

-1.75%

Shares58.3K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

0.98%

Shares19.5K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

-0.75%

Shares5.4K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

6.51%

Shares3.6K

Event2026-06-30

Filed2026-07-24

SPDR SERIES TRUST

4.41%

Shares14.5K

Event2026-06-30

Filed2026-07-24

PHYL

PGIM ETF TR

63.61%

Shares35.9K

Event2026-06-30

Filed2026-07-24

DEFR

ETF SER SOLUTIONS

-5.34%

Shares45.3K

Event2026-06-30

Filed2026-07-24

HARRIS OAKMARK ETF TRUST

New

Shares46.2K

Event2026-06-30

Filed2026-07-24

CGXU

CAPITAL GROUP INTL FOCUS EQT

New

Shares33.6K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

2.07%

Shares887

Event2026-06-30

Filed2026-07-24

MTUM

ISHARES TR

-6.15%

Shares3.1K

Event2026-06-30

Filed2026-07-24

VGSH

VANGUARD SCOTTSDALE FDS

-2.82%

Shares18.1K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-0.56%

Shares9.2K

Event2026-06-30

Filed2026-07-24

DFAE

DIMENSIONAL ETF TRUST

New

Shares25.9K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

0.85%

Shares1.8K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

0.81%

Shares7.5K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

0.97%

Shares4.1K

Event2026-06-30

Filed2026-07-24

ACYN

FIRST TR EXCHANGE-TRADED FD

122.33%

Shares46.4K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

0.39%

Shares2.6K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

0.02%

Shares6.3K

Event2026-06-30

Filed2026-07-24

ESGU

ISHARES TR

1.04%

Shares5.2K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

0.92%

Shares768

Event2026-06-30

Filed2026-07-24

MGEE

MGE ENERGY INC

0.13%

Shares9.9K

Event2026-06-30

Filed2026-07-24

SPTM

SPDR SERIES TRUST

0.12%

Shares8.9K

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB STRATEGIC TR

2.23%

Shares22.6K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

5.12%

Shares2.1K

Event2026-06-30

Filed2026-07-24

ECL

ECOLAB INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

CATH

GLOBAL X FDS

0.02%

Shares8.0K

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP

900.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

USMV

ISHARES TR

-8.04%

Shares7.3K

Event2026-06-30

Filed2026-07-24

CSRE

COHEN & STEERS ETF TRUST

New

Shares24.4K

Event2026-06-30

Filed2026-07-24

XSOE

WISDOMTREE TR

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

4.22%

Shares4.1K

Event2026-06-30

Filed2026-07-24

UCON

FIRST TR EXCHNG TRADED FD VI

-0.26%

Shares25.6K

Event2026-06-30

Filed2026-07-24

VANGUARD INTL EQUITY INDEX F

-0.10%

Shares3.9K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

-0.39%

Shares2.5K

Event2026-06-30

Filed2026-07-24

RDVY

FIRST TR EXCHANGE TRADED FD

6.18%

Shares7.2K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

497.07%

Shares6.7K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

-0.98%

Shares2.1K

Event2026-06-30

Filed2026-07-24

VISA INC

-1.19%

Shares1.7K

Event2026-06-30

Filed2026-07-24

DFAS

DIMENSIONAL ETF TRUST

9.53%

Shares6.8K

Event2026-06-30

Filed2026-07-24

QUANTA SVCS INC

-7.56%

Shares770

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

704.78%

Shares4.5K

Event2026-06-30

Filed2026-07-24

DFUS

DIMENSIONAL ETF TRUST

37.34%

Shares6.6K

Event2026-06-30

Filed2026-07-24

LCTU

BLACKROCK ETF TRUST

-12.81%

Shares6.7K

Event2026-06-30

Filed2026-07-24

EAGG

ISHARES TR

16.84%

Shares11.3K

Event2026-06-30

Filed2026-07-24

NUE

NUCOR CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

USRT

ISHARES TR

-2.82%

Shares7.9K

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

-0.57%

Shares17.7K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

COWZ

PACER FDS TR

-4.86%

Shares8.0K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

-8.83%

Shares9.4K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

28.37%

Shares1.3K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

0.00%

Shares943

Event2026-06-30

Filed2026-07-24

SLV

ISHARES SILVER TR

3.24%

Shares8.9K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

-9.97%

Shares6.4K

Event2026-06-30

Filed2026-07-24

SCHR

SCHWAB STRATEGIC TR

2.28%

Shares18.2K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-24

DSI

ISHARES TR

-12.72%

Shares3.1K

Event2026-06-30

Filed2026-07-24

SUSC

ISHARES TR

-16.22%

Shares19.2K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-5.42%

Shares1.7K

Event2026-06-30

Filed2026-07-24

USXF

ISHARES TR

-9.68%

Shares6.3K

Event2026-06-30

Filed2026-07-24

LNT

ALLIANT ENERGY CORP

2.63%

Shares5.7K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

-4.21%

Shares3.3K

Event2026-06-30

Filed2026-07-24

CIBR

FIRST TR EXCHANGE-TRADED FD

15.55%

Shares4.7K

Event2026-06-30

Filed2026-07-24

ZIM

ZIM INTEGRATED SHIPPING SERV

0.00%

Shares16.2K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

1.07%

Shares2.2K

Event2026-06-30

Filed2026-07-24

AVEM

AMERICAN CENTY ETF TR

0.15%

Shares4.1K

Event2026-06-30

Filed2026-07-24

ICSH

ISHARES TR

New

Shares7.8K

Event2026-06-30

Filed2026-07-24

SCHM

SCHWAB STRATEGIC TR

-15.38%

Shares10.5K

Event2026-06-30

Filed2026-07-24

ASB

ASSOCIATED BANC-CORP

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

0.09%

Shares4.3K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

New

Shares321

Event2026-06-30

Filed2026-07-24

PGR

PROGRESSIVE CORP

0.18%

Shares1.7K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares727

Event2026-06-30

Filed2026-07-24

WORLD GOLD TR

-24.44%

Shares4.5K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

0.35%

Shares852

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

1.54%

Shares8.5K

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB STRATEGIC TR

7.53%

Shares9.8K

Event2026-06-30

Filed2026-07-24

FANG

DIAMONDBACK ENERGY INC

-5.63%

Shares2.0K

Event2026-06-30

Filed2026-07-24

DEERE & CO

-0.91%

Shares543

Event2026-06-30

Filed2026-07-24

FNDF

SCHWAB STRATEGIC TR

-0.08%

Shares6.5K

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

10.32%

Shares1.1K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

-4.41%

Shares3.5K

Event2026-06-30

Filed2026-07-24

SPSM

SPDR SERIES TRUST

-6.49%

Shares5.8K

Event2026-06-30

Filed2026-07-24

DFSU

DIMENSIONAL ETF TRUST

0.58%

Shares7.1K

Event2026-06-30

Filed2026-07-24

WEC

WEC ENERGY GROUP INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

ESGV

VANGUARD WORLD FD

0.57%

Shares2.5K

Event2026-06-30

Filed2026-07-24

CHE

CHEMED CORP NEW

-1.75%

Shares675

Event2026-06-30

Filed2026-07-24

FIRST TR EXCHANGE-TRADED FD

New

Shares15.3K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

7.94%

Shares1.9K

Event2026-06-30

Filed2026-07-24

MPLX

MPLX LP

0.74%

Shares5.5K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

0.99%

Shares612

Event2026-06-30

Filed2026-07-24

XLP

SELECT SECTOR SPDR TR

0.46%

Shares3.7K

Event2026-06-30

Filed2026-07-24

APH

AMPHENOL CORP

-0.41%

Shares1.7K

Event2026-06-30

Filed2026-07-24

BUFZ

FIRST TR EXCHNG TRADED FD VI

New

Shares10.6K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

New

Shares857

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

5.28%

Shares817

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

-31.63%

Shares1.7K

Event2026-06-30

Filed2026-07-24

EPD

ENTERPRISE PRODS PARTNERS L

-3.86%

Shares7.3K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

New

Shares728

Event2026-06-30

Filed2026-07-24

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares279

Event2026-06-30

Filed2026-07-24

AMT

AMERICAN TOWER CORP

-1.86%

Shares1.6K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

-2.07%

Shares284

Event2026-06-30

Filed2026-07-24

AT&T INC

-1.74%

Shares12.3K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares530

Event2026-06-30

Filed2026-07-24

FNDA

SCHWAB STRATEGIC TR

-0.12%

Shares6.4K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

-2.38%

Shares901

Event2026-06-30

Filed2026-07-24

ESGE

ISHARES INC

-14.79%

Shares4.3K

Event2026-06-30

Filed2026-07-24

GJAN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-24

FTCS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

New

Shares1.0K

Event2026-06-30

Filed2026-07-24

AIRR

FIRST TR EXCHANGE TRADED FD

New

Shares1.7K

Event2026-06-30

Filed2026-07-24

BUFY

FIRST TR EXCHNG TRADED FD VI

New

Shares9.6K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares2.6K

Event2026-06-30

Filed2026-07-24

LGOV

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-24

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares2.4K

Event2026-06-30

Filed2026-07-24

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares521

Event2026-06-30

Filed2026-07-24

FNDX

SCHWAB STRATEGIC TR

New

Shares6.9K

Event2026-06-30

Filed2026-07-24

JQUA

J P MORGAN EXCHANGE TRADED F

New

Shares3.0K

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW

-16.32%

Shares1.7K

Event2026-06-30

Filed2026-07-24

DFSV

DIMENSIONAL ETF TRUST

New

Shares5.5K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

2.26%

Shares1.4K

Event2026-06-30

Filed2026-07-24

INTF

ISHARES TR

0.58%

Shares5.2K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

New

Shares308

Event2026-06-30

Filed2026-07-24

CPRT

COPART INC

-5.79%

Shares7.5K

Event2026-06-30

Filed2026-07-24

DFSE

DIMENSIONAL ETF TRUST

New

Shares4.2K

Event2026-06-30

Filed2026-07-24

SERVICENOW INC

-4.45%

Shares2.1K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

-0.57%

Shares8.6K

Event2026-06-30

Filed2026-07-24

QUS

SPDR SERIES TRUST

New

Shares1.1K

Event2026-06-30

Filed2026-07-24

IWY

ISHARES TR

New

Shares708

Event2026-06-30

Filed2026-07-24

USB

US BANCORP

New

Shares3.4K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

New

Shares282

Event2026-06-30

Filed2026-07-24

DMXF

ISHARES TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-24

FPE

FIRST TR EXCH TRADED FD III

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-24

DSX

DIANA SHIPPING INC

0.36%

Shares20.9K

Event2026-06-30

Filed2026-07-24

NHTC

NATURAL HEALTH TRENDS CORP

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available