Sponsored

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

Currently, Meridian Financial Partners LLC holds 119 types of securities in its portfolio with a total value $293.3M. In the most recent quarter, they have increased their positions in N/A (+13.1K shares, valued at $2.7M), IDEQ (+73.5K shares, valued at $2.6M), GPIX (+24.5K shares, valued at $1.4M); decreased their positions in AAPL (-5.7K shares, valued at $1.9M), HST (-43.6K shares, valued at $1.0M), N/A (-14.1K shares, valued at $836.2K); initiated new positions in COFS (+7.1K shares, valued at $239.1K), BND (+3.3K shares, valued at $238.8K), NUE (+1.0K shares, valued at $236.9K).

1M P&L

+7.7M+3.16%

3M P&L

+7.5M+3.08%

HY P&L

+19.7M+8.50%

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/A164.1M

64.7%

2Semiconductors13.9M

5.5%

3Consumer Electronics10.3M

4.0%

Top Industries by Stock Count

1N/A42 stocks

43.8%

2Banks - Regional5 stocks

5.2%

3Semiconductors4 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS44.3K shares0.68%2026-06-302026-07-24

JMEE J P MORGAN EXCHANGE TRADED F347.6K shares2.86%2026-06-302026-07-24

DGRO ISHARES TR317.4K shares-1.09%2026-06-302026-07-24

IVLU ISHARES TR368.0K shares3.79%2026-06-302026-07-24

IWY ISHARES TR43.2K shares3.93%2026-06-302026-07-24

IDEQ LAZARD ACTIVE ETF TR319.2K shares29.94%2026-06-302026-07-24

AAPL APPLE INC31.3K shares-15.47%2026-06-302026-07-24

ISHARES TR ISHARES TR11.6K shares-1.05%2026-06-302026-07-24

Sponsored

AMD ADVANCED MICRO DEVICES INC11.3K shares-2.41%2026-06-302026-07-24

VABK VIRGINIA NATL BK CHRLOTSVLE127.2K shares-7.63%2026-06-302026-07-24

GOOGL ALPHABET INC14.9K shares-3.46%2026-06-302026-07-24

MSFT MICROSOFT CORP13.8K shares-2.73%2026-06-302026-07-24

JPST J P MORGAN EXCHANGE TRADED F107.1K shares-4.35%2026-06-302026-07-24

NVDA NVIDIA CORPORATION23.9K shares-2.74%2026-06-302026-07-24

AMZN AMAZON COM INC19.3K shares-2.15%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP32.8K shares-0.48%2026-06-302026-07-24

Sponsored

BIV VANGUARD BD INDEX FDS55.2K shares3.55%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC18.5K shares241.26%2026-06-302026-07-24

GOOG ALPHABET INC9.6K shares0.10%2026-06-302026-07-24

DLN WISDOMTREE TR36.0K shares-3.13%2026-06-302026-07-24

VISA INC VISA INC9.9K shares-2.50%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO10.0K shares6.07%2026-06-302026-07-24

DGRW WISDOMTREE TR34.9K shares-3.82%2026-06-302026-07-24

IWV ISHARES TR7.2K shares-1.27%2026-06-302026-07-24

Sponsored

BROADCOM INC BROADCOM INC7.6K shares0.13%2026-06-302026-07-24

IWR ISHARES TR25.6K shares0.00%2026-06-302026-07-24

CVX CHEVRON CORPORATION14.0K shares-2.49%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC5.8K shares0.00%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC23.4K shares-3.78%2026-06-302026-07-24

PFXF VANECK ETF TRUST110.5K shares2.72%2026-06-302026-07-24

PG PROCTER & GAMBLE CO13.1K shares-2.54%2026-06-302026-07-24

TSLA TESLA INC4.6K shares1.40%2026-06-302026-07-24

Sponsored

DUK DUKE ENERGY CORP NEW13.9K shares-1.66%2026-06-302026-07-24

MRK MERCK & CO INC13.7K shares-3.29%2026-06-302026-07-24

LHX L3HARRIS TECHNOLOGIES INC5.8K shares-1.48%2026-06-302026-07-24

RITM RITHM CAPITAL CORP178.9K shares86.39%2026-06-302026-07-24

USB US BANCORP26.2K shares0.84%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON6.6K shares-1.18%2026-06-302026-07-24

IQLT ISHARES TR32.4K shares-0.00%2026-06-302026-07-24

GPIX GOLDMAN SACHS ETF TR28.5K shares610.60%2026-06-302026-07-24

Sponsored

UNP UNION PAC CORP5.2K shares-1.91%2026-06-302026-07-24

COF CAPITAL ONE FINL CORP7.2K shares0.12%2026-06-302026-07-24

KO COCA COLA CO18.1K shares-3.30%2026-06-302026-07-24

LABCORP HOLDINGS INC LABCORP HOLDINGS INC5.4K shares-3.13%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC32.6K shares0.27%2026-06-302026-07-24

LIN LINDE PLC2.7K shares0.23%2026-06-302026-07-24

QUANTA SVCS INC QUANTA SVCS INC2.0K shares-14.52%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS3.5K shares15.71%2026-06-302026-07-24

Sponsored

LLY ELI LILLY & CO1.1K shares-0.80%2026-06-302026-07-24

BSCU INVESCO EXCH TRD SLF IDX FD76.6K shares-1.62%2026-06-302026-07-24

BSCT INVESCO EXCH TRD SLF IDX FD68.0K shares0.31%2026-06-302026-07-24

JMSB JOHN MARSHALL BANCORP INC57.6K shares0.00%2026-06-302026-07-24

QUAL ISHARES TR5.6K shares0.72%2026-06-302026-07-24

GNRC GENERAC HLDGS INC5.2K shares-4.02%2026-06-302026-07-24

ORACLE CORP ORACLE CORP7.6K shares-4.96%2026-06-302026-07-24

DOMINION ENERGY INC DOMINION ENERGY INC14.2K shares3.28%2026-06-302026-07-24

Sponsored

DHR DANAHER CORP DEL4.6K shares-2.90%2026-06-302026-07-24

CAT CATERPILLAR INC997 shares-18.88%2026-06-302026-07-24

FPE FIRST TR EXCH TRADED FD III50.6K shares2.04%2026-06-302026-07-24

QQQ INVESCO QQQ TR1.2K shares3.68%2026-06-302026-07-24

VSGX VANGUARD WORLD FD10.0K shares2.06%2026-06-302026-07-24

PFE PFIZER INC32.6K shares-2.49%2026-06-302026-07-24

ROP ROPER TECHNOLOGIES INC2.3K shares1.21%2026-06-302026-07-24

CRM SALESFORCE INC4.7K shares-7.41%2026-06-302026-07-24

Sponsored

ESGU ISHARES TR4.7K shares5.78%2026-06-302026-07-24

HST HOST HOTELS & RESORTS INC32.4K shares-57.38%2026-06-302026-07-24

BSCS INVESCO EXCH TRD SLF IDX FD35.4K shares-1.97%2026-06-302026-07-24

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F12.0K shares-53.96%2026-06-302026-07-24

CMCSA COMCAST CORP NEW30.0K shares1.40%2026-06-302026-07-24

TMUS T-MOBILE US INC3.7K shares-1.56%2026-06-302026-07-24

JEPI J P MORGAN EXCHANGE TRADED F12.1K shares-34.87%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares4.31%2026-06-302026-07-24

Sponsored

EFA ISHARES TR6.1K shares0.00%2026-06-302026-07-24

VB VANGUARD INDEX FDS2.1K shares-5.99%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC5.1K shares-1.93%2026-06-302026-07-24

WISDOMTREE TR WISDOMTREE TR7.1K shares-7.75%2026-06-302026-07-24

VPU VANGUARD WORLD FD2.6K shares-5.95%2026-06-302026-07-24

WMT WALMART INC4.5K shares-17.14%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION539 shares0.00%2026-06-302026-07-24

IJH ISHARES TR6.5K shares0.00%2026-06-302026-07-24

Sponsored

VUG VANGUARD INDEX FDS5.5K shares499.89%2026-06-302026-07-24

FYLD CAMBRIA ETF TR12.7K shares0.17%2026-06-302026-07-24

HD HOME DEPOT INC1.4K shares-18.72%2026-06-302026-07-24

ETN EATON CORP PLC1.1K shares28.99%2026-06-302026-07-24

VTV VANGUARD INDEX FDS2.1K shares-8.05%2026-06-302026-07-24

ESGV VANGUARD WORLD FD3.4K shares6.74%2026-06-302026-07-24

BKNG BOOKING HOLDINGS INC2.4K shares9.06%2026-06-302026-07-24

INTC INTEL CORP4.0K shares-26.29%2026-06-302026-07-24

Sponsored

OKE ONEOK INC NEW4.4K shares-3.25%2026-06-302026-07-24

ABBVIE INC ABBVIE INC1.6K shares0.00%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS1.7K shares5.26%2026-06-302026-07-24

AKRE PROFESIONALLY MANAGED PORTFO6.5K shares0.00%2026-06-302026-07-24

DGS WISDOMTREE TR5.5K shares-7.55%2026-06-302026-07-24

TFC TRUIST FINL CORP6.6K shares0.00%2026-06-302026-07-24

SPLV INVESCO EXCH TRADED FD TR II4.4K shares16.39%2026-06-302026-07-24

BRNY EA SERIES TRUST5.8K shares0.00%2026-06-302026-07-24

Sponsored

LMT LOCKHEED MARTIN CORP643 shares33.96%2026-06-302026-07-24

IWN ISHARES TR1.4K shares-1.70%2026-06-302026-07-24

BAC BANK OF AMER CORP4.8K shares2.57%2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL1.2K shares0.00%2026-06-302026-07-24

IWD ISHARES TR1.1K shares-17.09%2026-06-302026-07-24

LOW LOWES COS INC1.3K shares18.96%2026-06-302026-07-24

KVUE KENVUE INC13.8K shares-2.53%2026-06-302026-07-24

VEU VANGUARD INTL EQUITY INDEX F3.1K shares-9.89%2026-06-302026-07-24

Sponsored

COFS CHOICEONE FINANCIA7.1K sharesnew addition2026-06-302026-07-24

BND VANGUARD BD INDEX FDS3.3K sharesnew addition2026-06-302026-07-24

NUE NUCOR CORP1.0K sharesnew addition2026-06-302026-07-24

SERVICENOW INC SERVICENOW INC2.2K shares-23.28%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T305 shares-1.93%2026-06-302026-07-24

SUSL ISHARES TR1.7K sharesnew addition2026-06-302026-07-24

RSPR INVESCO EXCHANGE TRADED FD T6.1K shares0.00%2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC534 sharesnew addition2026-06-302026-07-24

Sponsored

RTX CORPORATION RTX CORPORATION1.1K shares0.00%2026-06-302026-07-24

VRT VERTIV HOLDINGS CO727 sharesnew addition2026-06-302026-07-24

AB ACTIVE ETFS INC AB ACTIVE ETFS INC5.1K shares0.00%2026-06-302026-07-24

EMR EMERSON ELEC CO1.6K shares0.00%2026-06-302026-07-24

T AT&T INC10.1K shares2.25%2026-06-302026-07-24

CBRE CBRE GROUP INC1.5K shares0.00%2026-06-302026-07-24

MCD MCDONALDS CORP798 sharesnew addition2026-06-302026-07-24

VOO

VANGUARD INDEX FDS

0.68%

Shares44.3K

Event2026-06-30

Filed2026-07-24

JMEE

J P MORGAN EXCHANGE TRADED F

2.86%

Shares347.6K

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES TR

-1.09%

Shares317.4K

Event2026-06-30

Filed2026-07-24

IVLU

ISHARES TR

3.79%

Shares368.0K

Event2026-06-30

Filed2026-07-24

IWY

ISHARES TR

3.93%

Shares43.2K

Event2026-06-30

Filed2026-07-24

IDEQ

LAZARD ACTIVE ETF TR

29.94%

Shares319.2K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-15.47%

Shares31.3K

Event2026-06-30

Filed2026-07-24

ISHARES TR

-1.05%

Shares11.6K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

-2.41%

Shares11.3K

Event2026-06-30

Filed2026-07-24

VABK

VIRGINIA NATL BK CHRLOTSVLE

-7.63%

Shares127.2K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

-3.46%

Shares14.9K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-2.73%

Shares13.8K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

-4.35%

Shares107.1K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

-2.74%

Shares23.9K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-2.15%

Shares19.3K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

-0.48%

Shares32.8K

Event2026-06-30

Filed2026-07-24

BIV

VANGUARD BD INDEX FDS

3.55%

Shares55.2K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

241.26%

Shares18.5K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

0.10%

Shares9.6K

Event2026-06-30

Filed2026-07-24

DLN

WISDOMTREE TR

-3.13%

Shares36.0K

Event2026-06-30

Filed2026-07-24

VISA INC

-2.50%

Shares9.9K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

6.07%

Shares10.0K

Event2026-06-30

Filed2026-07-24

DGRW

WISDOMTREE TR

-3.82%

Shares34.9K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR

-1.27%

Shares7.2K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

0.13%

Shares7.6K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

0.00%

Shares25.6K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

-2.49%

Shares14.0K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

-3.78%

Shares23.4K

Event2026-06-30

Filed2026-07-24

PFXF

VANECK ETF TRUST

2.72%

Shares110.5K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

-2.54%

Shares13.1K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

1.40%

Shares4.6K

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW

-1.66%

Shares13.9K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

-3.29%

Shares13.7K

Event2026-06-30

Filed2026-07-24

LHX

L3HARRIS TECHNOLOGIES INC

-1.48%

Shares5.8K

Event2026-06-30

Filed2026-07-24

RITM

RITHM CAPITAL CORP

86.39%

Shares178.9K

Event2026-06-30

Filed2026-07-24

USB

US BANCORP

0.84%

Shares26.2K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-1.18%

Shares6.6K

Event2026-06-30

Filed2026-07-24

IQLT

ISHARES TR

-0.00%

Shares32.4K

Event2026-06-30

Filed2026-07-24

GPIX

GOLDMAN SACHS ETF TR

610.60%

Shares28.5K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

-1.91%

Shares5.2K

Event2026-06-30

Filed2026-07-24

COF

CAPITAL ONE FINL CORP

0.12%

Shares7.2K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

-3.30%

Shares18.1K

Event2026-06-30

Filed2026-07-24

LABCORP HOLDINGS INC

-3.13%

Shares5.4K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

0.27%

Shares32.6K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

0.23%

Shares2.7K

Event2026-06-30

Filed2026-07-24

QUANTA SVCS INC

-14.52%

Shares2.0K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

15.71%

Shares3.5K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

-0.80%

Shares1.1K

Event2026-06-30

Filed2026-07-24

BSCU

INVESCO EXCH TRD SLF IDX FD

-1.62%

Shares76.6K

Event2026-06-30

Filed2026-07-24

BSCT

INVESCO EXCH TRD SLF IDX FD

0.31%

Shares68.0K

Event2026-06-30

Filed2026-07-24

JMSB

JOHN MARSHALL BANCORP INC

0.00%

Shares57.6K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES TR

0.72%

Shares5.6K

Event2026-06-30

Filed2026-07-24

GNRC

GENERAC HLDGS INC

-4.02%

Shares5.2K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

-4.96%

Shares7.6K

Event2026-06-30

Filed2026-07-24

DOMINION ENERGY INC

3.28%

Shares14.2K

Event2026-06-30

Filed2026-07-24

DHR

DANAHER CORP DEL

-2.90%

Shares4.6K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

-18.88%

Shares997

Event2026-06-30

Filed2026-07-24

FPE

FIRST TR EXCH TRADED FD III

2.04%

Shares50.6K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

3.68%

Shares1.2K

Event2026-06-30

Filed2026-07-24

VSGX

VANGUARD WORLD FD

2.06%

Shares10.0K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

-2.49%

Shares32.6K

Event2026-06-30

Filed2026-07-24

ROP

ROPER TECHNOLOGIES INC

1.21%

Shares2.3K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

-7.41%

Shares4.7K

Event2026-06-30

Filed2026-07-24

ESGU

ISHARES TR

5.78%

Shares4.7K

Event2026-06-30

Filed2026-07-24

HST

HOST HOTELS & RESORTS INC

-57.38%

Shares32.4K

Event2026-06-30

Filed2026-07-24

BSCS

INVESCO EXCH TRD SLF IDX FD

-1.97%

Shares35.4K

Event2026-06-30

Filed2026-07-24

J P MORGAN EXCHANGE TRADED F

-53.96%

Shares12.0K

Event2026-06-30

Filed2026-07-24

CMCSA

COMCAST CORP NEW

1.40%

Shares30.0K

Event2026-06-30

Filed2026-07-24

TMUS

T-MOBILE US INC

-1.56%

Shares3.7K

Event2026-06-30

Filed2026-07-24

JEPI

J P MORGAN EXCHANGE TRADED F

-34.87%

Shares12.1K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

4.31%

Shares1.4K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-5.99%

Shares2.1K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

-1.93%

Shares5.1K

Event2026-06-30

Filed2026-07-24

WISDOMTREE TR

-7.75%

Shares7.1K

Event2026-06-30

Filed2026-07-24

VPU

VANGUARD WORLD FD

-5.95%

Shares2.6K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-17.14%

Shares4.5K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

0.00%

Shares539

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

499.89%

Shares5.5K

Event2026-06-30

Filed2026-07-24

FYLD

CAMBRIA ETF TR

0.17%

Shares12.7K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-18.72%

Shares1.4K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

28.99%

Shares1.1K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

-8.05%

Shares2.1K

Event2026-06-30

Filed2026-07-24

ESGV

VANGUARD WORLD FD

6.74%

Shares3.4K

Event2026-06-30

Filed2026-07-24

BKNG

BOOKING HOLDINGS INC

9.06%

Shares2.4K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

-26.29%

Shares4.0K

Event2026-06-30

Filed2026-07-24

OKE

ONEOK INC NEW

-3.25%

Shares4.4K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

5.26%

Shares1.7K

Event2026-06-30

Filed2026-07-24

AKRE

PROFESIONALLY MANAGED PORTFO

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-24

DGS

WISDOMTREE TR

-7.55%

Shares5.5K

Event2026-06-30

Filed2026-07-24

TFC

TRUIST FINL CORP

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-24

SPLV

INVESCO EXCH TRADED FD TR II

16.39%

Shares4.4K

Event2026-06-30

Filed2026-07-24

BRNY

EA SERIES TRUST

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

33.96%

Shares643

Event2026-06-30

Filed2026-07-24

IWN

ISHARES TR

-1.70%

Shares1.4K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

2.57%

Shares4.8K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

-17.09%

Shares1.1K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

18.96%

Shares1.3K

Event2026-06-30

Filed2026-07-24

KVUE

KENVUE INC

-2.53%

Shares13.8K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

-9.89%

Shares3.1K

Event2026-06-30

Filed2026-07-24

COFS

CHOICEONE FINANCIA

New

Shares7.1K

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

New

Shares3.3K

Event2026-06-30

Filed2026-07-24

NUE

NUCOR CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-24

SERVICENOW INC

-23.28%

Shares2.2K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

-1.93%

Shares305

Event2026-06-30

Filed2026-07-24

SUSL

ISHARES TR

New

Shares1.7K

Event2026-06-30

Filed2026-07-24

RSPR

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

New

Shares534

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

VRT

VERTIV HOLDINGS CO

New

Shares727

Event2026-06-30

Filed2026-07-24

AB ACTIVE ETFS INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

AT&T INC

2.25%

Shares10.1K

Event2026-06-30

Filed2026-07-24

CBRE

CBRE GROUP INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

New

Shares798

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available