Sponsored

The Analysis of Meridian Financial Advisors, LLC's Holdings & P&L

Currently, Meridian Financial Advisors, LLC holds 146 types of securities in its portfolio with a total value $208.1M. In the most recent quarter, they have increased their positions in VO (+47.2K shares, valued at $3.8M), RWL (+5.9K shares, valued at $756.6K), VUG (+8.0K shares, valued at $689.1K); decreased their positions in N/A (-365 shares, valued at $273.3K), QQQ (-345 shares, valued at $254.1K), JPST (-4.9K shares, valued at $248.5K); initiated new positions in OMFL (+4.5K shares, valued at $309.7K), CIBR (+3.4K shares, valued at $309.4K), BLOK (+4.0K shares, valued at $248.0K).

1M P&L

+5.2M+2.91%

3M P&L

+5.9M+3.34%

HY P&L

-4.7M-2.52%

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/A164.3M

91.4%

2Software - Infrastructure2.6M

1.4%

3Drug Manufacturers - General2.4M

1.4%

Top Industries by Stock Count

1N/A102 stocks

81.0%

2Internet Content & Information3 stocks

2.4%

3Utilities - Regulated Electric2 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR14.6K shares-2.44%2026-06-302026-07-22

SCHD SCHWAB STRATEGIC TR336.2K shares-0.95%2026-06-302026-07-22

QQQ INVESCO QQQ TR13.9K shares-2.41%2026-06-302026-07-22

JPST J P MORGAN EXCHANGE TRADED F195.3K shares-2.45%2026-06-302026-07-22

DGRO ISHARES TR123.9K shares0.39%2026-06-302026-07-22

IJR ISHARES TR57.3K shares-2.44%2026-06-302026-07-22

IJH ISHARES TR99.9K shares-2.28%2026-06-302026-07-22

SPDR SERIES TRUST SPDR SERIES TRUST77.7K shares4.69%2026-06-302026-07-22

Sponsored

DGRW WISDOMTREE TR60.1K shares6.78%2026-06-302026-07-22

VO VANGUARD INDEX FDS63.3K shares293.98%2026-06-302026-07-22

QQQM INVESCO EXCH TRADED FD TR II16.6K shares8.02%2026-06-302026-07-22

RSP INVESCO EXCHANGE TRADED FD T19.8K shares-2.04%2026-06-302026-07-22

VB VANGUARD INDEX FDS13.3K shares0.35%2026-06-302026-07-22

SDY SPDR SERIES TRUST26.2K shares4.36%2026-06-302026-07-22

SPSM SPDR SERIES TRUST67.4K shares1.59%2026-06-302026-07-22

RWL INVESCO EXCH TRADED FD TR II29.7K shares24.88%2026-06-302026-07-22

Sponsored

VCSH VANGUARD SCOTTSDALE FDS35.5K shares3.47%2026-06-302026-07-22

MSFT MICROSOFT CORP6.8K shares2.47%2026-06-302026-07-22

SPHQ INVESCO EXCHANGE TRADED FD T27.6K shares-2.34%2026-06-302026-07-22

VOT VANGUARD INDEX FDS8.1K shares-3.32%2026-06-302026-07-22

SPYG SPDR SERIES TRUST20.3K shares-1.32%2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS10.0K shares-1.17%2026-06-302026-07-22

LVHI LEGG MASON ETF INVT55.5K shares26.58%2026-06-302026-07-22

SPMD SPDR SERIES TRUST32.0K shares1.63%2026-06-302026-07-22

Sponsored

RIGS ALPS ETF TR90.6K shares-1.81%2026-06-302026-07-22

AAPL APPLE INC6.8K shares-2.15%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.6K shares0.35%2026-06-302026-07-22

VBK VANGUARD INDEX FDS5.2K shares-0.86%2026-06-302026-07-22

SPSB SPDR SERIES TRUST62.8K shares3.87%2026-06-302026-07-22

MRK MERCK & CO INC14.6K shares0.00%2026-06-302026-07-22

MDY STATE STR SPDR S&P MIDCAP 402.6K shares-0.94%2026-06-302026-07-22

SCHF SCHWAB STRATEGIC TR64.5K shares5.58%2026-06-302026-07-22

Sponsored

ICLO INVESCO ACTIVELY MANAGED EXC61.2K shares7.17%2026-06-302026-07-22

SLYV SPDR SERIES TRUST14.2K shares0.00%2026-06-302026-07-22

CISCO SYS INC CISCO SYS INC12.9K shares3.55%2026-06-302026-07-22

VBR VANGUARD INDEX FDS6.0K shares-0.35%2026-06-302026-07-22

VOO VANGUARD INDEX FDS2.0K shares1.68%2026-06-302026-07-22

JEPI J P MORGAN EXCHANGE TRADED F22.0K shares5.33%2026-06-302026-07-22

IEMG ISHARES INC15.0K shares17.18%2026-06-302026-07-22

IUSG ISHARES TR6.5K shares-5.40%2026-06-302026-07-22

Sponsored

SPMO INVESCO EXCH TRADED FD TR II7.0K shares69.53%2026-06-302026-07-22

AMZN AMAZON COM INC4.6K shares-3.76%2026-06-302026-07-22

SPLV INVESCO EXCH TRADED FD TR II14.7K shares-0.67%2026-06-302026-07-22

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR23.1K shares-3.11%2026-06-302026-07-22

DON WISDOMTREE TR18.5K shares0.04%2026-06-302026-07-22

IDMO INVESCO EXCH TRADED FD TR II17.3K shares63.44%2026-06-302026-07-22

SPIB SPDR SERIES TRUST30.8K shares11.99%2026-06-302026-07-22

VCIT VANGUARD SCOTTSDALE FDS12.3K shares-0.03%2026-06-302026-07-22

Sponsored

XLK SELECT SECTOR SPDR TR5.3K shares7.10%2026-06-302026-07-22

VYMI VANGUARD WHITEHALL FDS10.0K shares6.95%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.9K shares1.75%2026-06-302026-07-22

IJJ ISHARES TR6.2K shares-2.38%2026-06-302026-07-22

FBCG FIDELITY COVINGTON TRUST14.2K shares-9.71%2026-06-302026-07-22

IDHQ INVESCO EXCH TRADED FD TR II19.6K shares9.62%2026-06-302026-07-22

GOOG ALPHABET INC2.4K shares4.34%2026-06-302026-07-22

VUG VANGUARD INDEX FDS9.6K shares492.61%2026-06-302026-07-22

Sponsored

VOE VANGUARD INDEX FDS4.1K shares-2.27%2026-06-302026-07-22

XMMO INVESCO EXCHANGE TRADED FD T4.6K shares18.97%2026-06-302026-07-22

GOOGL ALPHABET INC2.2K shares0.00%2026-06-302026-07-22

NOBL PROSHARES TR13.4K shares99.96%2026-06-302026-07-22

FALN ISHARES TR27.5K shares13.17%2026-06-302026-07-22

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC978 shares0.00%2026-06-302026-07-22

SYLD CAMBRIA ETF TR9.4K shares-5.99%2026-06-302026-07-22

IJT ISHARES TR3.9K shares-3.05%2026-06-302026-07-22

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T5.9K shares-1.52%2026-06-302026-07-22

VYM VANGUARD WHITEHALL FDS4.0K shares-7.84%2026-06-302026-07-22

SUSA ISHARES TR4.0K shares-7.56%2026-06-302026-07-22

JMST J P MORGAN EXCHANGE TRADED F11.9K shares34.89%2026-06-302026-07-22

IGIB ISHARES TR11.2K shares13.94%2026-06-302026-07-22

XLV SELECT SECTOR SPDR TR3.7K shares-1.67%2026-06-302026-07-22

DIVI FRANKLIN TEMPLETON ETF TR13.5K shares0.87%2026-06-302026-07-22

WASTE MGMT INC DEL WASTE MGMT INC DEL2.6K shares0.00%2026-06-302026-07-22

Sponsored

ISHARES TR ISHARES TR5.9K shares21.74%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON2.2K shares0.00%2026-06-302026-07-22

DIVB ISHARES TR8.6K shares17.05%2026-06-302026-07-22

EFA ISHARES TR5.0K shares2.35%2026-06-302026-07-22

IJK ISHARES TR4.4K shares-1.40%2026-06-302026-07-22

MDYV SPDR SERIES TRUST5.5K shares0.00%2026-06-302026-07-22

SPDG SPDR SERIES TRUST11.0K shares-3.89%2026-06-302026-07-22

XLF SELECT SECTOR SPDR TR9.4K shares-2.15%2026-06-302026-07-22

Sponsored

RTX CORPORATION RTX CORPORATION2.6K shares1.96%2026-06-302026-07-22

CVS CVS HEALTH CORP4.6K shares13.88%2026-06-302026-07-22

IBM INTERNATIONAL BUSINESS MACHS1.7K shares0.48%2026-06-302026-07-22

LMT LOCKHEED MARTIN CORP928 shares0.00%2026-06-302026-07-22

FPXI FIRST TR EXCHANGE-TRADED FD5.5K shares-23.71%2026-06-302026-07-22

SCHM SCHWAB STRATEGIC TR12.3K shares-7.80%2026-06-302026-07-22

XLI SELECT SECTOR SPDR TR2.3K shares1.21%2026-06-302026-07-22

SCHG SCHWAB STRATEGIC TR12.6K shares1.62%2026-06-302026-07-22

Sponsored

RWJ INVESCO EXCH TRADED FD TR II7.1K shares29.06%2026-06-302026-07-22

IMFL INVESCO EXCH TRD SLF IDX FD12.1K shares1.68%2026-06-302026-07-22

VIGI VANGUARD WHITEHALL FDS4.4K shares-0.11%2026-06-302026-07-22

SOUTHERN CO SOUTHERN CO4.2K shares0.00%2026-06-302026-07-22

SLYG SPDR SERIES TRUST3.4K shares-8.14%2026-06-302026-07-22

GTO INVESCO ACTIVELY MANAGED EXC8.6K shares31.22%2026-06-302026-07-22

SJNK SPDR SERIES TRUST15.8K shares-2.67%2026-06-302026-07-22

XLB SELECT SECTOR SPDR TR7.7K shares-3.38%2026-06-302026-07-22

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL775 shares2.11%2026-06-302026-07-22

SPDW SPDR INDEX SHS FDS7.6K shares0.48%2026-06-302026-07-22

VV VANGUARD INDEX FDS1.1K shares-8.33%2026-06-302026-07-22

JMUB J P MORGAN EXCHANGE TRADED F7.4K shares7.25%2026-06-302026-07-22

SYK STRYKER CORPORATION1.2K shares18.78%2026-06-302026-07-22

DSTL ETF SER SOLUTIONS6.0K shares0.00%2026-06-302026-07-22

RDDT REDDIT INC2.1K shares0.00%2026-06-302026-07-22

MCD MCDONALDS CORP1.3K shares0.00%2026-06-302026-07-22

Sponsored

BROADCOM INC BROADCOM INC893 shares-1.11%2026-06-302026-07-22

HFSI HARTFORD FDS EXCHANGE TRADED9.5K shares-4.86%2026-06-302026-07-22

USB US BANCORP5.5K shares0.16%2026-06-302026-07-22

ANGL VANECK ETF TRUST11.2K shares0.63%2026-06-302026-07-22

CVX CHEVRON CORPORATION2.0K shares5.38%2026-06-302026-07-22

DOMINION ENERGY INC DOMINION ENERGY INC4.7K shares0.79%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS4.5K shares0.09%2026-06-302026-07-22

PPA INVESCO EXCHANGE TRADED FD T1.8K shares0.00%2026-06-302026-07-22

Sponsored

OMFL INVESCO EXCH TRD SLF IDX FD4.5K sharesnew addition2026-06-302026-07-22

CIBR FIRST TR EXCHANGE-TRADED FD3.4K sharesnew addition2026-06-302026-07-22

SCZ ISHARES TR3.7K shares-7.52%2026-06-302026-07-22

DIA STATE STR SPDR DOW JONES IND575 shares0.00%2026-06-302026-07-22

AEP AMERICAN ELEC PWR CO INC2.2K shares0.18%2026-06-302026-07-22

XLE SELECT SECTOR SPDR TR5.6K shares0.04%2026-06-302026-07-22

MS MORGAN STANLEY1.4K shares0.00%2026-06-302026-07-22

BAC BANK OF AMER CORP5.2K shares0.00%2026-06-302026-07-22

Sponsored

VTEB VANGUARD MUN BD FDS5.8K shares22.86%2026-06-302026-07-22

XMLV INVESCO EXCH TRADED FD TR II4.4K shares0.00%2026-06-302026-07-22

BALL BALL CORP4.6K shares0.00%2026-06-302026-07-22

ABBVIE INC ABBVIE INC1.1K shares0.00%2026-06-302026-07-22

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F4.5K shares1.15%2026-06-302026-07-22

KO COCA COLA CO3.4K shares4.67%2026-06-302026-07-22

VISA INC VISA INC788 shares-3.08%2026-06-302026-07-22

XAR SPDR SERIES TRUST950 shares0.00%2026-06-302026-07-22

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC3.0K shares0.00%2026-06-302026-07-22

PG PROCTER & GAMBLE CO1.8K shares5.87%2026-06-302026-07-22

NVDA NVIDIA CORPORATION1.2K shares0.00%2026-06-302026-07-22

BLOK AMPLIFY ETF TR4.0K sharesnew addition2026-06-302026-07-22

AGGY WISDOMTREE TR5.7K shares-3.28%2026-06-302026-07-22

WCBR WISDOMTREE TR6.7K sharesnew addition2026-06-302026-07-22

DUK DUKE ENERGY CORP NEW1.9K shares0.00%2026-06-302026-07-22

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

Sponsored

IWF ISHARES TR1.8K sharesnew addition2026-06-302026-07-22

CHUBB LIMITED CHUBB LIMITED661 shares0.00%2026-06-302026-07-22

XLC SELECT SECTOR SPDR TR2.1K shares0.00%2026-06-302026-07-22

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC662 sharesnew addition2026-06-302026-07-22

IJS ISHARES TR1.6K sharesnew addition2026-06-302026-07-22

IQLT ISHARES TR4.3K sharesnew addition2026-06-302026-07-22

JMHI J P MORGAN EXCHANGE TRADED F4.1K sharesnew addition2026-06-302026-07-22

REGL PROSHARES TR2.3K shares-4.11%2026-06-302026-07-22

Sponsored

ORACLE CORP ORACLE CORP1.4K shares-3.49%2026-06-302026-07-22

IEV ISHARES TR2.8K sharesnew addition2026-06-302026-07-22

ISHARES TR

-2.44%

Shares14.6K

Event2026-06-30

Filed2026-07-22

SCHD

SCHWAB STRATEGIC TR

-0.95%

Shares336.2K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

-2.41%

Shares13.9K

Event2026-06-30

Filed2026-07-22

JPST

J P MORGAN EXCHANGE TRADED F

-2.45%

Shares195.3K

Event2026-06-30

Filed2026-07-22

DGRO

ISHARES TR

0.39%

Shares123.9K

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

-2.44%

Shares57.3K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

-2.28%

Shares99.9K

Event2026-06-30

Filed2026-07-22

SPDR SERIES TRUST

4.69%

Shares77.7K

Event2026-06-30

Filed2026-07-22

DGRW

WISDOMTREE TR

6.78%

Shares60.1K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

293.98%

Shares63.3K

Event2026-06-30

Filed2026-07-22

QQQM

INVESCO EXCH TRADED FD TR II

8.02%

Shares16.6K

Event2026-06-30

Filed2026-07-22

RSP

INVESCO EXCHANGE TRADED FD T

-2.04%

Shares19.8K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.35%

Shares13.3K

Event2026-06-30

Filed2026-07-22

SDY

SPDR SERIES TRUST

4.36%

Shares26.2K

Event2026-06-30

Filed2026-07-22

SPSM

SPDR SERIES TRUST

1.59%

Shares67.4K

Event2026-06-30

Filed2026-07-22

RWL

INVESCO EXCH TRADED FD TR II

24.88%

Shares29.7K

Event2026-06-30

Filed2026-07-22

VCSH

VANGUARD SCOTTSDALE FDS

3.47%

Shares35.5K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

2.47%

Shares6.8K

Event2026-06-30

Filed2026-07-22

SPHQ

INVESCO EXCHANGE TRADED FD T

-2.34%

Shares27.6K

Event2026-06-30

Filed2026-07-22

VOT

VANGUARD INDEX FDS

-3.32%

Shares8.1K

Event2026-06-30

Filed2026-07-22

SPYG

SPDR SERIES TRUST

-1.32%

Shares20.3K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

-1.17%

Shares10.0K

Event2026-06-30

Filed2026-07-22

LVHI

LEGG MASON ETF INVT

26.58%

Shares55.5K

Event2026-06-30

Filed2026-07-22

SPMD

SPDR SERIES TRUST

1.63%

Shares32.0K

Event2026-06-30

Filed2026-07-22

RIGS

ALPS ETF TR

-1.81%

Shares90.6K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

-2.15%

Shares6.8K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

0.35%

Shares2.6K

Event2026-06-30

Filed2026-07-22

VBK

VANGUARD INDEX FDS

-0.86%

Shares5.2K

Event2026-06-30

Filed2026-07-22

SPSB

SPDR SERIES TRUST

3.87%

Shares62.8K

Event2026-06-30

Filed2026-07-22

MRK

MERCK & CO INC

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-22

MDY

STATE STR SPDR S&P MIDCAP 40

-0.94%

Shares2.6K

Event2026-06-30

Filed2026-07-22

SCHF

SCHWAB STRATEGIC TR

5.58%

Shares64.5K

Event2026-06-30

Filed2026-07-22

ICLO

INVESCO ACTIVELY MANAGED EXC

7.17%

Shares61.2K

Event2026-06-30

Filed2026-07-22

SLYV

SPDR SERIES TRUST

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

3.55%

Shares12.9K

Event2026-06-30

Filed2026-07-22

VBR

VANGUARD INDEX FDS

-0.35%

Shares6.0K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

1.68%

Shares2.0K

Event2026-06-30

Filed2026-07-22

JEPI

J P MORGAN EXCHANGE TRADED F

5.33%

Shares22.0K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

17.18%

Shares15.0K

Event2026-06-30

Filed2026-07-22

IUSG

ISHARES TR

-5.40%

Shares6.5K

Event2026-06-30

Filed2026-07-22

SPMO

INVESCO EXCH TRADED FD TR II

69.53%

Shares7.0K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

-3.76%

Shares4.6K

Event2026-06-30

Filed2026-07-22

SPLV

INVESCO EXCH TRADED FD TR II

-0.67%

Shares14.7K

Event2026-06-30

Filed2026-07-22

SELECT SECTOR SPDR TR

-3.11%

Shares23.1K

Event2026-06-30

Filed2026-07-22

DON

WISDOMTREE TR

0.04%

Shares18.5K

Event2026-06-30

Filed2026-07-22

IDMO

INVESCO EXCH TRADED FD TR II

63.44%

Shares17.3K

Event2026-06-30

Filed2026-07-22

SPIB

SPDR SERIES TRUST

11.99%

Shares30.8K

Event2026-06-30

Filed2026-07-22

VCIT

VANGUARD SCOTTSDALE FDS

-0.03%

Shares12.3K

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

7.10%

Shares5.3K

Event2026-06-30

Filed2026-07-22

VYMI

VANGUARD WHITEHALL FDS

6.95%

Shares10.0K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

1.75%

Shares2.9K

Event2026-06-30

Filed2026-07-22

IJJ

ISHARES TR

-2.38%

Shares6.2K

Event2026-06-30

Filed2026-07-22

FBCG

FIDELITY COVINGTON TRUST

-9.71%

Shares14.2K

Event2026-06-30

Filed2026-07-22

IDHQ

INVESCO EXCH TRADED FD TR II

9.62%

Shares19.6K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

4.34%

Shares2.4K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

492.61%

Shares9.6K

Event2026-06-30

Filed2026-07-22

VOE

VANGUARD INDEX FDS

-2.27%

Shares4.1K

Event2026-06-30

Filed2026-07-22

XMMO

INVESCO EXCHANGE TRADED FD T

18.97%

Shares4.6K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-22

NOBL

PROSHARES TR

99.96%

Shares13.4K

Event2026-06-30

Filed2026-07-22

FALN

ISHARES TR

13.17%

Shares27.5K

Event2026-06-30

Filed2026-07-22

CROWDSTRIKE HLDGS INC

0.00%

Shares978

Event2026-06-30

Filed2026-07-22

SYLD

CAMBRIA ETF TR

-5.99%

Shares9.4K

Event2026-06-30

Filed2026-07-22

IJT

ISHARES TR

-3.05%

Shares3.9K

Event2026-06-30

Filed2026-07-22

XMHQ

INVESCO EXCHANGE TRADED FD T

-1.52%

Shares5.9K

Event2026-06-30

Filed2026-07-22

VYM

VANGUARD WHITEHALL FDS

-7.84%

Shares4.0K

Event2026-06-30

Filed2026-07-22

SUSA

ISHARES TR

-7.56%

Shares4.0K

Event2026-06-30

Filed2026-07-22

JMST

J P MORGAN EXCHANGE TRADED F

34.89%

Shares11.9K

Event2026-06-30

Filed2026-07-22

IGIB

ISHARES TR

13.94%

Shares11.2K

Event2026-06-30

Filed2026-07-22

XLV

SELECT SECTOR SPDR TR

-1.67%

Shares3.7K

Event2026-06-30

Filed2026-07-22

DIVI

FRANKLIN TEMPLETON ETF TR

0.87%

Shares13.5K

Event2026-06-30

Filed2026-07-22

WASTE MGMT INC DEL

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-22

ISHARES TR

21.74%

Shares5.9K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-22

DIVB

ISHARES TR

17.05%

Shares8.6K

Event2026-06-30

Filed2026-07-22

EFA

ISHARES TR

2.35%

Shares5.0K

Event2026-06-30

Filed2026-07-22

IJK

ISHARES TR

-1.40%

Shares4.4K

Event2026-06-30

Filed2026-07-22

MDYV

SPDR SERIES TRUST

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-22

SPDG

SPDR SERIES TRUST

-3.89%

Shares11.0K

Event2026-06-30

Filed2026-07-22

XLF

SELECT SECTOR SPDR TR

-2.15%

Shares9.4K

Event2026-06-30

Filed2026-07-22

RTX CORPORATION

1.96%

Shares2.6K

Event2026-06-30

Filed2026-07-22

CVS

CVS HEALTH CORP

13.88%

Shares4.6K

Event2026-06-30

Filed2026-07-22

IBM

INTERNATIONAL BUSINESS MACHS

0.48%

Shares1.7K

Event2026-06-30

Filed2026-07-22

LMT

LOCKHEED MARTIN CORP

0.00%

Shares928

Event2026-06-30

Filed2026-07-22

FPXI

FIRST TR EXCHANGE-TRADED FD

-23.71%

Shares5.5K

Event2026-06-30

Filed2026-07-22

SCHM

SCHWAB STRATEGIC TR

-7.80%

Shares12.3K

Event2026-06-30

Filed2026-07-22

XLI

SELECT SECTOR SPDR TR

1.21%

Shares2.3K

Event2026-06-30

Filed2026-07-22

SCHG

SCHWAB STRATEGIC TR

1.62%

Shares12.6K

Event2026-06-30

Filed2026-07-22

RWJ

INVESCO EXCH TRADED FD TR II

29.06%

Shares7.1K

Event2026-06-30

Filed2026-07-22

IMFL

INVESCO EXCH TRD SLF IDX FD

1.68%

Shares12.1K

Event2026-06-30

Filed2026-07-22

VIGI

VANGUARD WHITEHALL FDS

-0.11%

Shares4.4K

Event2026-06-30

Filed2026-07-22

SOUTHERN CO

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-22

SLYG

SPDR SERIES TRUST

-8.14%

Shares3.4K

Event2026-06-30

Filed2026-07-22

GTO

INVESCO ACTIVELY MANAGED EXC

31.22%

Shares8.6K

Event2026-06-30

Filed2026-07-22

SJNK

SPDR SERIES TRUST

-2.67%

Shares15.8K

Event2026-06-30

Filed2026-07-22

XLB

SELECT SECTOR SPDR TR

-3.38%

Shares7.7K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

2.11%

Shares775

Event2026-06-30

Filed2026-07-22

SPDW

SPDR INDEX SHS FDS

0.48%

Shares7.6K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-8.33%

Shares1.1K

Event2026-06-30

Filed2026-07-22

JMUB

J P MORGAN EXCHANGE TRADED F

7.25%

Shares7.4K

Event2026-06-30

Filed2026-07-22

SYK

STRYKER CORPORATION

18.78%

Shares1.2K

Event2026-06-30

Filed2026-07-22

DSTL

ETF SER SOLUTIONS

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-22

RDDT

REDDIT INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-22

MCD

MCDONALDS CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

-1.11%

Shares893

Event2026-06-30

Filed2026-07-22

HFSI

HARTFORD FDS EXCHANGE TRADED

-4.86%

Shares9.5K

Event2026-06-30

Filed2026-07-22

USB

US BANCORP

0.16%

Shares5.5K

Event2026-06-30

Filed2026-07-22

ANGL

VANECK ETF TRUST

0.63%

Shares11.2K

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

5.38%

Shares2.0K

Event2026-06-30

Filed2026-07-22

DOMINION ENERGY INC

0.79%

Shares4.7K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

0.09%

Shares4.5K

Event2026-06-30

Filed2026-07-22

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-22

OMFL

INVESCO EXCH TRD SLF IDX FD

New

Shares4.5K

Event2026-06-30

Filed2026-07-22

CIBR

FIRST TR EXCHANGE-TRADED FD

New

Shares3.4K

Event2026-06-30

Filed2026-07-22

SCZ

ISHARES TR

-7.52%

Shares3.7K

Event2026-06-30

Filed2026-07-22

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares575

Event2026-06-30

Filed2026-07-22

AEP

AMERICAN ELEC PWR CO INC

0.18%

Shares2.2K

Event2026-06-30

Filed2026-07-22

XLE

SELECT SECTOR SPDR TR

0.04%

Shares5.6K

Event2026-06-30

Filed2026-07-22

MORGAN STANLEY

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-22

BAC

BANK OF AMER CORP

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-22

VTEB

VANGUARD MUN BD FDS

22.86%

Shares5.8K

Event2026-06-30

Filed2026-07-22

XMLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-22

BALL

BALL CORP

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

J P MORGAN EXCHANGE TRADED F

1.15%

Shares4.5K

Event2026-06-30

Filed2026-07-22

COCA COLA CO

4.67%

Shares3.4K

Event2026-06-30

Filed2026-07-22

VISA INC

-3.08%

Shares788

Event2026-06-30

Filed2026-07-22

XAR

SPDR SERIES TRUST

0.00%

Shares950

Event2026-06-30

Filed2026-07-22

NEXTERA ENERGY INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-22

PROCTER & GAMBLE CO

5.87%

Shares1.8K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

BLOK

AMPLIFY ETF TR

New

Shares4.0K

Event2026-06-30

Filed2026-07-22

AGGY

WISDOMTREE TR

-3.28%

Shares5.7K

Event2026-06-30

Filed2026-07-22

WCBR

WISDOMTREE TR

New

Shares6.7K

Event2026-06-30

Filed2026-07-22

DUK

DUKE ENERGY CORP NEW

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-22

SCHY

SCHWAB STRATEGIC TR

New

Shares7.2K

Event2026-06-30

Filed2026-07-22

IWF

ISHARES TR

New

Shares1.8K

Event2026-06-30

Filed2026-07-22

CHUBB LIMITED

0.00%

Shares661

Event2026-06-30

Filed2026-07-22

XLC

SELECT SECTOR SPDR TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-22

TRAVELERS COMPANIES INC

New

Shares662

Event2026-06-30

Filed2026-07-22

IJS

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-07-22

IQLT

ISHARES TR

New

Shares4.3K

Event2026-06-30

Filed2026-07-22

JMHI

J P MORGAN EXCHANGE TRADED F

New

Shares4.1K

Event2026-06-30

Filed2026-07-22

REGL

PROSHARES TR

-4.11%

Shares2.3K

Event2026-06-30

Filed2026-07-22

ORACLE CORP

-3.49%

Shares1.4K

Event2026-06-30

Filed2026-07-22

IEV

ISHARES TR

New

Shares2.8K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available