Sponsored

The Analysis of MBM WEALTH CONSULTANTS, LLC's Holdings & P&L

Currently, MBM WEALTH CONSULTANTS, LLC holds 123 types of securities in its portfolio with a total value $518.6M. In the most recent quarter, they have increased their positions in VUG (+558.2K shares, valued at $48.1M), VO (+205.0K shares, valued at $16.5M), BOND (+140.4K shares, valued at $12.9M); decreased their positions in SUB (-26.4K shares, valued at $2.8M), VB (-4.8K shares, valued at $1.4M), JEF (-27.5K shares, valued at $1.4M); initiated new positions in BOND (+140.4K shares, valued at $12.9M), VSDM (+27.6K shares, valued at $2.1M), CGSM (+73.5K shares, valued at $1.9M).

1M P&L

+12.0M+2.45%

3M P&L

+11.3M+2.32%

HY P&L

-272.8M-35.31%

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/A401.4M

81.6%

2Consumer Electronics7.5M

1.5%

3Semiconductor Equipment & Materials7.2M

1.5%

Top Industries by Stock Count

1N/A32 stocks

31.1%

2Drug Manufacturers - General5 stocks

4.9%

3Capital Markets4 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS666.4K shares516.32%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS329.4K shares-0.61%2026-06-302026-07-24

VOO VANGUARD INDEX FDS73.2K shares-0.90%2026-06-302026-07-24

JPST J P MORGAN EXCHANGE TRADED F561.0K shares16.51%2026-06-302026-07-24

PULS PGIM ETF TR570.8K shares13.28%2026-06-302026-07-24

SCHO SCHWAB STRATEGIC TR1.1M shares15.34%2026-06-302026-07-24

JPLD J P MORGAN EXCHANGE TRADED F513.4K shares51.41%2026-06-302026-07-24

VB VANGUARD INDEX FDS78.0K shares-5.75%2026-06-302026-07-24

Sponsored

VEA VANGUARD TAX-MANAGED FDS314.9K shares8.12%2026-06-302026-07-24

VO VANGUARD INDEX FDS207.7K shares7578.67%2026-06-302026-07-24

IEI ISHARES TR111.1K shares19.16%2026-06-302026-07-24

BOND PIMCO ETF TR140.4K sharesnew addition2026-06-302026-07-24

JMST J P MORGAN EXCHANGE TRADED F245.7K shares3.86%2026-06-302026-07-24

AAPL APPLE INC26.1K shares71.48%2026-06-302026-07-24

LRCX LAM RESEARCH CORP15.9K shares2.21%2026-06-302026-07-24

SMMU PIMCO ETF TR92.1K shares15.63%2026-06-302026-07-24

Sponsored

SPYG SPDR SERIES TRUST33.9K shares-7.69%2026-06-302026-07-24

SPDR SERIES TRUST SPDR SERIES TRUST44.0K shares-6.13%2026-06-302026-07-24

SPYV SPDR SERIES TRUST61.9K shares-0.80%2026-06-302026-07-24

VLO VALERO ENERGY CORP14.2K shares-3.30%2026-06-302026-07-24

GOOG ALPHABET INC9.7K shares6.97%2026-06-302026-07-24

ISHARES TR ISHARES TR4.5K shares-1.39%2026-06-302026-07-24

NVDA NVIDIA CORPORATION16.2K shares5.25%2026-06-302026-07-24

AMZN AMAZON COM INC13.3K shares7.33%2026-06-302026-07-24

Sponsored

ABBVIE INC ABBVIE INC12.0K shares2.67%2026-06-302026-07-24

URI UNITED RENTALS INC2.5K shares11.30%2026-06-302026-07-24

CLOUDFLARE INC CLOUDFLARE INC11.2K shares11.67%2026-06-302026-07-24

MSFT MICROSOFT CORP6.4K shares15.21%2026-06-302026-07-24

VRTX VERTEX PHARMACEUTICALS INC4.8K shares14.46%2026-06-302026-07-24

FDX FEDEX CORP7.4K shares9.76%2026-06-302026-07-24

BKNG BOOKING HOLDINGS INC12.6K shares2860.85%2026-06-302026-07-24

HD HOME DEPOT INC6.1K shares19.68%2026-06-302026-07-24

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.3K shares12.62%2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL9.7K shares14.28%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL4.2K shares18.33%2026-06-302026-07-24

VSDM VANGUARD MUN BD FDS27.6K sharesnew addition2026-06-302026-07-24

LLY ELI LILLY & CO1.8K shares24942.86%2026-06-302026-07-24

LMT LOCKHEED MARTIN CORP4.1K shares14.27%2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4.8K shares-1.09%2026-06-302026-07-24

SCHW SCHWAB CHARLES CORP21.7K shares15.76%2026-06-302026-07-24

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F38.4K shares6.60%2026-06-302026-07-24

CGSM CAPITAL GRP FIXED INCM ETF T73.5K sharesnew addition2026-06-302026-07-24

CI THE CIGNA GROUP6.7K shares16.23%2026-06-302026-07-24

SPSM SPDR SERIES TRUST31.2K shares-6.95%2026-06-302026-07-24

DFUS DIMENSIONAL ETF TRUST20.8K shares0.00%2026-06-302026-07-24

SPDW SPDR INDEX SHS FDS33.3K shares5.65%2026-06-302026-07-24

PGR PROGRESSIVE CORP7.4K shares-0.85%2026-06-302026-07-24

BX BLACKSTONE INC13.8K shares24.62%2026-06-302026-07-24

Sponsored

COO COOPER COS INC22.3K shares-1.13%2026-06-302026-07-24

ICE INTERCONTINENTAL EXCHANGE IN12.6K shares17.58%2026-06-302026-07-24

TMUS T-MOBILE US INC9.1K shares19.27%2026-06-302026-07-24

IBKR INTERACTIVE BROKERS GROUP IN17.5K shares8.51%2026-06-302026-07-24

SPMD SPDR SERIES TRUST20.8K sharesnew addition2026-06-302026-07-24

LUV SOUTHWEST AIRLS CO27.2K shares12.44%2026-06-302026-07-24

ORACLE CORP ORACLE CORP9.3K shares4067.41%2026-06-302026-07-24

FCFS FIRSTCASH HOLDINGS INC6.3K shares9.14%2026-06-302026-07-24

Sponsored

UTHR UNITED THERAPEUTICS CORP DEL2.3K shares10.18%2026-06-302026-07-24

DFUV DIMENSIONAL ETF TRUST21.4K shares0.00%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC1.0K shares1.20%2026-06-302026-07-24

P EVERPURE INC13.9K shares14.12%2026-06-302026-07-24

SUB ISHARES TR9.5K shares-73.42%2026-06-302026-07-24

ADOBE INC ADOBE INC4.9K shares-1.22%2026-06-302026-07-24

RKT ROCKET COS INC60.6K shares20.86%2026-06-302026-07-24

BA BOEING CO4.0K shares19.18%2026-06-302026-07-24

Sponsored

NU NU HLDGS LTD64.6K shares20.74%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS3.0K shares17.20%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP6.1K shares51.84%2026-06-302026-07-24

VV VANGUARD INDEX FDS2.4K shares0.00%2026-06-302026-07-24

BMY BRISTOL-MYERS SQUIBB CO14.1K shares2.25%2026-06-302026-07-24

USB US BANCORP12.1K shares5.35%2026-06-302026-07-24

TNL TRAVEL PLUS LEISURE CO8.7K shares6.18%2026-06-302026-07-24

CTRE CARETRUST REIT INC16.5K shares2.53%2026-06-302026-07-24

Sponsored

KGS KODIAK GAS SVCS INC8.5K shares-12.17%2026-06-302026-07-24

OKE ONEOK INC NEW7.3K shares1.88%2026-06-302026-07-24

HOOD ROBINHOOD MKTS INC6.1K sharesnew addition2026-06-302026-07-24

ORI OLD REP INTL CORP14.7K shares12.87%2026-06-302026-07-24

FHI FEDERATED HERMES INC10.8K shares2.04%2026-06-302026-07-24

SOUTHERN CO SOUTHERN CO6.1K shares11.15%2026-06-302026-07-24

ZS ZSCALER INC4.0K shares36.38%2026-06-302026-07-24

AVA AVISTA CORP14.0K shares13.32%2026-06-302026-07-24

Sponsored

KMI KINDER MORGAN INC DEL17.7K shares1.48%2026-06-302026-07-24

CNA CNA FINL CORP11.5K shares21.16%2026-06-302026-07-24

ARES CAPITAL CORP ARES CAPITAL CORP29.9K shares-70.59%2026-06-302026-07-24

PRU PRUDENTIAL FINL INC5.1K shares12.19%2026-06-302026-07-24

AEE AMEREN CORP4.9K shares0.45%2026-06-302026-07-24

O REALTY INCOME CORP8.8K shares17.72%2026-06-302026-07-24

T AT&T INC25.8K shares22.97%2026-06-302026-07-24

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC3.5K sharesnew addition2026-06-302026-07-24

Sponsored

SR SPIRE INC6.7K shares7.91%2026-06-302026-07-24

DOMINION ENERGY INC DOMINION ENERGY INC7.7K shares7.23%2026-06-302026-07-24

MRK MERCK & CO INC4.1K shares7.96%2026-06-302026-07-24

CLX CLOROX CO DEL5.4K shares36.15%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC12.2K shares6.67%2026-06-302026-07-24

DFAS DIMENSIONAL ETF TRUST6.1K shares0.00%2026-06-302026-07-24

OMC OMNICOM GROUP INC6.8K shares19.51%2026-06-302026-07-24

UPS UNITED PARCEL SVCS INC4.5K shares6.79%2026-06-302026-07-24

Sponsored

VISA INC VISA INC1.4K shares33.33%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON1.8K shares1.94%2026-06-302026-07-24

AMT AMERICAN TOWER CORP2.9K shares20.69%2026-06-302026-07-24

BXMT BLACKSTONE MORTGAGE TRUST IN26.6K shares14.46%2026-06-302026-07-24

PFE PFIZER INC18.4K shares14.54%2026-06-302026-07-24

DFAT DIMENSIONAL ETF TRUST6.2K shares-5.53%2026-06-302026-07-24

GOOGL ALPHABET INC1.2K shares3.81%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC3.6K shares-47.52%2026-06-302026-07-24

Sponsored

CME CME GROUP INC1.9K shares10.26%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED791 shares10.63%2026-06-302026-07-24

CAT CATERPILLAR INC350 shares108.33%2026-06-302026-07-24

MNST MONSTER BEVERAGE CORP NEW3.4K shares0.48%2026-06-302026-07-24

TJX TJX COS INC NEW2.1K shares1.14%2026-06-302026-07-24

ASML ASML HLDG NV156 shares5.41%2026-06-302026-07-24

DFAC DIMENSIONAL ETF TRUST6.9K shares0.00%2026-06-302026-07-24

PAYX PAYCHEX INC3.1K sharesnew addition2026-06-302026-07-24

Sponsored

ISHARES TR ISHARES TR2.8K shares12763.64%2026-06-302026-07-24

3M CO 3M CO1.7K shares700.00%2026-06-302026-07-24

IWF ISHARES TR2.1K shares3130.30%2026-06-302026-07-24

IEMG ISHARES INC3.1K shares526.36%2026-06-302026-07-24

SPTM SPDR SERIES TRUST2.7K shares0.00%2026-06-302026-07-24

PH PARKER-HANNIFIN CORP251 shares0.40%2026-06-302026-07-24

JEF JEFFERIES FINANCIAL GROUP IN4.9K shares-85.01%2026-06-302026-07-24

CNC CENTENE CORP DEL3.7K shares0.00%2026-06-302026-07-24

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY571 shares0.00%2026-06-302026-07-24

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL223 shares1.83%2026-06-302026-07-24

LXU LSB INDS INC13.0K shares0.00%2026-06-302026-07-24

VUG

VANGUARD INDEX FDS

516.32%

Shares666.4K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

-0.61%

Shares329.4K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

-0.90%

Shares73.2K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

16.51%

Shares561.0K

Event2026-06-30

Filed2026-07-24

PULS

PGIM ETF TR

13.28%

Shares570.8K

Event2026-06-30

Filed2026-07-24

SCHO

SCHWAB STRATEGIC TR

15.34%

Shares1.1M

Event2026-06-30

Filed2026-07-24

JPLD

J P MORGAN EXCHANGE TRADED F

51.41%

Shares513.4K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-5.75%

Shares78.0K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

8.12%

Shares314.9K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

7578.67%

Shares207.7K

Event2026-06-30

Filed2026-07-24

IEI

ISHARES TR

19.16%

Shares111.1K

Event2026-06-30

Filed2026-07-24

BOND

PIMCO ETF TR

New

Shares140.4K

Event2026-06-30

Filed2026-07-24

JMST

J P MORGAN EXCHANGE TRADED F

3.86%

Shares245.7K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

71.48%

Shares26.1K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

2.21%

Shares15.9K

Event2026-06-30

Filed2026-07-24

SMMU

PIMCO ETF TR

15.63%

Shares92.1K

Event2026-06-30

Filed2026-07-24

SPYG

SPDR SERIES TRUST

-7.69%

Shares33.9K

Event2026-06-30

Filed2026-07-24

SPDR SERIES TRUST

-6.13%

Shares44.0K

Event2026-06-30

Filed2026-07-24

SPYV

SPDR SERIES TRUST

-0.80%

Shares61.9K

Event2026-06-30

Filed2026-07-24

VLO

VALERO ENERGY CORP

-3.30%

Shares14.2K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

6.97%

Shares9.7K

Event2026-06-30

Filed2026-07-24

ISHARES TR

-1.39%

Shares4.5K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

5.25%

Shares16.2K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

7.33%

Shares13.3K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

2.67%

Shares12.0K

Event2026-06-30

Filed2026-07-24

URI

UNITED RENTALS INC

11.30%

Shares2.5K

Event2026-06-30

Filed2026-07-24

CLOUDFLARE INC

11.67%

Shares11.2K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

15.21%

Shares6.4K

Event2026-06-30

Filed2026-07-24

VRTX

VERTEX PHARMACEUTICALS INC

14.46%

Shares4.8K

Event2026-06-30

Filed2026-07-24

FDX

FEDEX CORP

9.76%

Shares7.4K

Event2026-06-30

Filed2026-07-24

BKNG

BOOKING HOLDINGS INC

2860.85%

Shares12.6K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

19.68%

Shares6.1K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

12.62%

Shares2.3K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

14.28%

Shares9.7K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

18.33%

Shares4.2K

Event2026-06-30

Filed2026-07-24

VSDM

VANGUARD MUN BD FDS

New

Shares27.6K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

24942.86%

Shares1.8K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

14.27%

Shares4.1K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

-1.09%

Shares4.8K

Event2026-06-30

Filed2026-07-24

SCHW

SCHWAB CHARLES CORP

15.76%

Shares21.7K

Event2026-06-30

Filed2026-07-24

JMUB

J P MORGAN EXCHANGE TRADED F

6.60%

Shares38.4K

Event2026-06-30

Filed2026-07-24

CGSM

CAPITAL GRP FIXED INCM ETF T

New

Shares73.5K

Event2026-06-30

Filed2026-07-24

THE CIGNA GROUP

16.23%

Shares6.7K

Event2026-06-30

Filed2026-07-24

SPSM

SPDR SERIES TRUST

-6.95%

Shares31.2K

Event2026-06-30

Filed2026-07-24

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares20.8K

Event2026-06-30

Filed2026-07-24

SPDW

SPDR INDEX SHS FDS

5.65%

Shares33.3K

Event2026-06-30

Filed2026-07-24

PGR

PROGRESSIVE CORP

-0.85%

Shares7.4K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

24.62%

Shares13.8K

Event2026-06-30

Filed2026-07-24

COO

COOPER COS INC

-1.13%

Shares22.3K

Event2026-06-30

Filed2026-07-24

ICE

INTERCONTINENTAL EXCHANGE IN

17.58%

Shares12.6K

Event2026-06-30

Filed2026-07-24

TMUS

T-MOBILE US INC

19.27%

Shares9.1K

Event2026-06-30

Filed2026-07-24

IBKR

INTERACTIVE BROKERS GROUP IN

8.51%

Shares17.5K

Event2026-06-30

Filed2026-07-24

SPMD

SPDR SERIES TRUST

New

Shares20.8K

Event2026-06-30

Filed2026-07-24

LUV

SOUTHWEST AIRLS CO

12.44%

Shares27.2K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

4067.41%

Shares9.3K

Event2026-06-30

Filed2026-07-24

FCFS

FIRSTCASH HOLDINGS INC

9.14%

Shares6.3K

Event2026-06-30

Filed2026-07-24

UTHR

UNITED THERAPEUTICS CORP DEL

10.18%

Shares2.3K

Event2026-06-30

Filed2026-07-24

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares21.4K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

1.20%

Shares1.0K

Event2026-06-30

Filed2026-07-24

EVERPURE INC

14.12%

Shares13.9K

Event2026-06-30

Filed2026-07-24

SUB

ISHARES TR

-73.42%

Shares9.5K

Event2026-06-30

Filed2026-07-24

ADOBE INC

-1.22%

Shares4.9K

Event2026-06-30

Filed2026-07-24

RKT

ROCKET COS INC

20.86%

Shares60.6K

Event2026-06-30

Filed2026-07-24

BOEING CO

19.18%

Shares4.0K

Event2026-06-30

Filed2026-07-24

NU HLDGS LTD

20.74%

Shares64.6K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

17.20%

Shares3.0K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

51.84%

Shares6.1K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

2.25%

Shares14.1K

Event2026-06-30

Filed2026-07-24

USB

US BANCORP

5.35%

Shares12.1K

Event2026-06-30

Filed2026-07-24

TNL

TRAVEL PLUS LEISURE CO

6.18%

Shares8.7K

Event2026-06-30

Filed2026-07-24

CTRE

CARETRUST REIT INC

2.53%

Shares16.5K

Event2026-06-30

Filed2026-07-24

KGS

KODIAK GAS SVCS INC

-12.17%

Shares8.5K

Event2026-06-30

Filed2026-07-24

OKE

ONEOK INC NEW

1.88%

Shares7.3K

Event2026-06-30

Filed2026-07-24

HOOD

ROBINHOOD MKTS INC

New

Shares6.1K

Event2026-06-30

Filed2026-07-24

ORI

OLD REP INTL CORP

12.87%

Shares14.7K

Event2026-06-30

Filed2026-07-24

FHI

FEDERATED HERMES INC

2.04%

Shares10.8K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

11.15%

Shares6.1K

Event2026-06-30

Filed2026-07-24

ZSCALER INC

36.38%

Shares4.0K

Event2026-06-30

Filed2026-07-24

AVA

AVISTA CORP

13.32%

Shares14.0K

Event2026-06-30

Filed2026-07-24

KMI

KINDER MORGAN INC DEL

1.48%

Shares17.7K

Event2026-06-30

Filed2026-07-24

CNA

CNA FINL CORP

21.16%

Shares11.5K

Event2026-06-30

Filed2026-07-24

ARES CAPITAL CORP

-70.59%

Shares29.9K

Event2026-06-30

Filed2026-07-24

PRU

PRUDENTIAL FINL INC

12.19%

Shares5.1K

Event2026-06-30

Filed2026-07-24

AEE

AMEREN CORP

0.45%

Shares4.9K

Event2026-06-30

Filed2026-07-24

REALTY INCOME CORP

17.72%

Shares8.8K

Event2026-06-30

Filed2026-07-24

AT&T INC

22.97%

Shares25.8K

Event2026-06-30

Filed2026-07-24

FEDEX FGHT HLDG CO INC

New

Shares3.5K

Event2026-06-30

Filed2026-07-24

SPIRE INC

7.91%

Shares6.7K

Event2026-06-30

Filed2026-07-24

DOMINION ENERGY INC

7.23%

Shares7.7K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

7.96%

Shares4.1K

Event2026-06-30

Filed2026-07-24

CLX

CLOROX CO DEL

36.15%

Shares5.4K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

6.67%

Shares12.2K

Event2026-06-30

Filed2026-07-24

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-24

OMC

OMNICOM GROUP INC

19.51%

Shares6.8K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

6.79%

Shares4.5K

Event2026-06-30

Filed2026-07-24

VISA INC

33.33%

Shares1.4K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

1.94%

Shares1.8K

Event2026-06-30

Filed2026-07-24

AMT

AMERICAN TOWER CORP

20.69%

Shares2.9K

Event2026-06-30

Filed2026-07-24

BXMT

BLACKSTONE MORTGAGE TRUST IN

14.46%

Shares26.6K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

14.54%

Shares18.4K

Event2026-06-30

Filed2026-07-24

DFAT

DIMENSIONAL ETF TRUST

-5.53%

Shares6.2K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

3.81%

Shares1.2K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

-47.52%

Shares3.6K

Event2026-06-30

Filed2026-07-24

CME

CME GROUP INC

10.26%

Shares1.9K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

10.63%

Shares791

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

108.33%

Shares350

Event2026-06-30

Filed2026-07-24

MNST

MONSTER BEVERAGE CORP NEW

0.48%

Shares3.4K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

1.14%

Shares2.1K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

5.41%

Shares156

Event2026-06-30

Filed2026-07-24

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-24

PAYX

PAYCHEX INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-24

ISHARES TR

12763.64%

Shares2.8K

Event2026-06-30

Filed2026-07-24

3M CO

700.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

3130.30%

Shares2.1K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

526.36%

Shares3.1K

Event2026-06-30

Filed2026-07-24

SPTM

SPDR SERIES TRUST

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

PARKER-HANNIFIN CORP

0.40%

Shares251

Event2026-06-30

Filed2026-07-24

JEF

JEFFERIES FINANCIAL GROUP IN

-85.01%

Shares4.9K

Event2026-06-30

Filed2026-07-24

CNC

CENTENE CORP DEL

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-24

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares571

Event2026-06-30

Filed2026-07-24

SEAGATE TECHNOLOGY HLDNGS PL

1.83%

Shares223

Event2026-06-30

Filed2026-07-24

LXU

LSB INDS INC

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available