Sponsored

The Analysis of MIDLAND WEALTH ADVISORS, LLC's Holdings & P&L

Currently, MIDLAND WEALTH ADVISORS, LLC holds 160 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in EDV (+181.7K shares, valued at $11.8M), DCRE (+169.2K shares, valued at $8.8M), N/A (+6.8K shares, valued at $5.1M); decreased their positions in VGIT (-78.7K shares, valued at $4.6M), JPST (-75.2K shares, valued at $3.8M), VTV (-16.9K shares, valued at $3.7M); initiated new positions in DCRE (+169.2K shares, valued at $8.8M), XONE (+88.6K shares, valued at $4.4M), NYF (+12.2K shares, valued at $657.7K).

1M P&L

+26.7M+1.95%

3M P&L

-1.3M-0.09%

HY P&L

+41.9M+3.09%

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/A1.4B

91.8%

2Steel20.1M

1.3%

3Consumer Electronics15.0M

1.0%

Top Industries by Stock Count

1N/A62 stocks

46.6%

2Drug Manufacturers - General6 stocks

4.5%

3Semiconductors5 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR554.9K shares1.25%2026-06-302026-07-24

MBB ISHARES TR2.5M shares1.81%2026-06-302026-07-24

JAAA JANUS DETROIT STR TR3.7M shares2.65%2026-06-302026-07-24

ISHARES TR ISHARES TR1.9M shares0.54%2026-06-302026-07-24

EDV VANGUARD WORLD FD1.6M shares12.59%2026-06-302026-07-24

IEMG ISHARES INC1.2M shares1.57%2026-06-302026-07-24

KOMP SPDR SERIES TRUST1.1M shares1.71%2026-06-302026-07-24

JQUA J P MORGAN EXCHANGE TRADED F973.6K shares-1.39%2026-06-302026-07-24

Sponsored

MGNR AMERICAN BEACON SELECT FUNDS1.4M shares4.92%2026-06-302026-07-24

IVW ISHARES TR480.4K shares-4.47%2026-06-302026-07-24

IJH ISHARES TR812.6K shares4.57%2026-06-302026-07-24

EMBX VANECK FDS1.1M shares7.25%2026-06-302026-07-24

SPSM SPDR SERIES TRUST959.2K shares-0.48%2026-06-302026-07-24

VTV VANGUARD INDEX FDS243.1K shares-6.50%2026-06-302026-07-24

IJK ISHARES TR398.6K shares-3.33%2026-06-302026-07-24

IJJ ISHARES TR278.5K shares-2.85%2026-06-302026-07-24

Sponsored

BPRE BLUEROCK PVT REAL ESTATE FD2.9M shares14.37%2026-06-302026-07-24

NUE NUCOR CORP90.1K shares-14.99%2026-06-302026-07-24

VGIT VANGUARD SCOTTSDALE FDS268.6K shares-22.66%2026-06-302026-07-24

AAPL APPLE INC51.7K shares-2.39%2026-06-302026-07-24

UYLD ANGEL OAK FUNDS TRUST233.3K shares-6.85%2026-06-302026-07-24

MAGS LISTED FDS TR145.9K shares4.59%2026-06-302026-07-24

MSFT MICROSOFT CORP23.6K shares-2.11%2026-06-302026-07-24

VOO VANGUARD INDEX FDS12.8K shares-1.03%2026-06-302026-07-24

Sponsored

DCRE DOUBLELINE ETF TRUST169.2K sharesnew addition2026-06-302026-07-24

IGM ISHARES TR50.0K shares-5.78%2026-06-302026-07-24

SHW SHERWIN WILLIAMS CO21.9K shares-0.03%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS19.4K shares-3.26%2026-06-302026-07-24

WWD WOODWARD INC16.3K shares2.48%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO19.4K shares-0.18%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.4K shares-0.72%2026-06-302026-07-24

XONE BONDBLOXX ETF TRUST88.6K sharesnew addition2026-06-302026-07-24

Sponsored

GOOGL ALPHABET INC10.8K shares-12.46%2026-06-302026-07-24

NVDA NVIDIA CORPORATION17.0K shares-1.91%2026-06-302026-07-24

ABBVIE INC ABBVIE INC12.7K shares-1.92%2026-06-302026-07-24

CAT CATERPILLAR INC2.8K shares-2.92%2026-06-302026-07-24

QTEC FIRST TR EXCHANGE-TRADED FD8.6K shares-9.55%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC4.6K shares-11.48%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON10.2K shares0.07%2026-06-302026-07-24

WMT WALMART INC21.8K shares-21.31%2026-06-302026-07-24

Sponsored

MCD MCDONALDS CORP8.3K shares-3.05%2026-06-302026-07-24

QQQ INVESCO QQQ TR2.8K shares-2.64%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP15.1K shares-60.51%2026-06-302026-07-24

GOOG ALPHABET INC5.8K shares-5.09%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS7.1K shares5.43%2026-06-302026-07-24

CVX CHEVRON CORPORATION11.9K shares2.16%2026-06-302026-07-24

LLY ELI LILLY & CO1.6K shares-3.87%2026-06-302026-07-24

FNDX SCHWAB STRATEGIC TR62.9K shares-1.30%2026-06-302026-07-24

Sponsored

CISCO SYS INC CISCO SYS INC16.4K shares-9.31%2026-06-302026-07-24

IWF ISHARES TR15.0K shares288.29%2026-06-302026-07-24

ORACLE CORP ORACLE CORP12.6K shares-1.64%2026-06-302026-07-24

DON WISDOMTREE TR32.5K shares-12.44%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS25.7K shares-3.96%2026-06-302026-07-24

IJR ISHARES TR12.2K shares-3.91%2026-06-302026-07-24

AMZN AMAZON COM INC7.5K shares-8.59%2026-06-302026-07-24

EFA ISHARES TR17.0K shares0.00%2026-06-302026-07-24

Sponsored

HD HOME DEPOT INC4.9K shares5.65%2026-06-302026-07-24

ACWX ISHARES TR22.4K shares-2.18%2026-06-302026-07-24

BROADCOM INC BROADCOM INC4.5K shares5.45%2026-06-302026-07-24

VEU VANGUARD INTL EQUITY INDEX F18.9K shares0.00%2026-06-302026-07-24

PG PROCTER & GAMBLE CO10.0K shares-7.91%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION7.7K shares-4.77%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.5K shares-7.14%2026-06-302026-07-24

BLK BLACKROCK INC1.4K shares-1.91%2026-06-302026-07-24

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL2.7K shares8.11%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC2.3K shares-7.67%2026-06-302026-07-24

TJX TJX COS INC NEW8.7K shares-5.42%2026-06-302026-07-24

IVE ISHARES TR5.8K shares-5.70%2026-06-302026-07-24

TXN TEXAS INSTRS INC4.3K shares10.53%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR6.3K shares-2.44%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC3.4K shares-0.24%2026-06-302026-07-24

PHM PULTE GROUP INC8.1K shares0.00%2026-06-302026-07-24

Sponsored

VO VANGUARD INDEX FDS12.4K shares286.79%2026-06-302026-07-24

IWR ISHARES TR8.8K shares-7.10%2026-06-302026-07-24

ABT ABBOTT LABORATORIES10.7K shares-12.26%2026-06-302026-07-24

GLW CORNING INC3.8K shares-1.98%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS6.1K shares-35.77%2026-06-302026-07-24

GE GE AEROSPACE2.5K shares0.00%2026-06-302026-07-24

VISA INC VISA INC2.5K shares-3.31%2026-06-302026-07-24

PEP PEPSICO INC6.1K shares-19.21%2026-06-302026-07-24

Sponsored

KO COCA COLA CO10.0K shares-2.48%2026-06-302026-07-24

VB VANGUARD INDEX FDS2.6K shares-16.40%2026-06-302026-07-24

TSLA TESLA INC1.9K shares-13.43%2026-06-302026-07-24

ITW ILLINOIS TOOL WKS INC2.7K shares-0.92%2026-06-302026-07-24

GEV GE VERNOVA INC617 shares-2.37%2026-06-302026-07-24

MRK MERCK & CO INC5.5K shares5.88%2026-06-302026-07-24

AMGN AMGEN INC1.9K shares1.95%2026-06-302026-07-24

BAC BANK OF AMER CORP12.2K shares4.56%2026-06-302026-07-24

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.3K shares-0.22%2026-06-302026-07-24

IJT ISHARES TR3.8K shares-5.36%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO2.0K shares-2.63%2026-06-302026-07-24

NYF ISHARES TR12.2K sharesnew addition2026-06-302026-07-24

EMR EMERSON ELEC CO4.5K shares0.00%2026-06-302026-07-24

IWB ISHARES TR1.6K shares-2.24%2026-06-302026-07-24

IWM ISHARES TR2.1K shares-0.52%2026-06-302026-07-24

IWV ISHARES TR1.5K shares0.00%2026-06-302026-07-24

Sponsored

CEG CONSTELLATION ENERGY CORP2.5K shares-14.16%2026-06-302026-07-24

CL COLGATE PALMOLIVE CO6.8K shares0.00%2026-06-302026-07-24

LOW LOWES COS INC2.8K shares-7.15%2026-06-302026-07-24

MSBI MIDLAND STATES BANCORP INC19.6K shares0.00%2026-06-302026-07-24

DIS DISNEY WALT CO6.3K shares-2.66%2026-06-302026-07-24

COWZ PACER FDS TR9.7K shares-5.12%2026-06-302026-07-24

EXC EXELON CORP12.3K shares14.71%2026-06-302026-07-24

MDY STATE STR SPDR S&P MIDCAP 40813 shares0.00%2026-06-302026-07-24

Sponsored

MCK MCKESSON CORP750 shares-2.85%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC747 shares-1.32%2026-06-302026-07-24

HCA HCA HEALTHCARE INC1.3K shares-3.85%2026-06-302026-07-24

GVI ISHARES TR4.8K shares-3.05%2026-06-302026-07-24

MET METLIFE INC6.0K shares32.83%2026-06-302026-07-24

DLN WISDOMTREE TR5.2K shares-7.32%2026-06-302026-07-24

ADI ANALOG DEVICES INC1.2K shares-8.95%2026-06-302026-07-24

JPST J P MORGAN EXCHANGE TRADED F9.4K shares-88.85%2026-06-302026-07-24

Sponsored

T AT&T INC22.3K shares26.06%2026-06-302026-07-24

CSX CSX CORP9.5K shares9.50%2026-06-302026-07-24

DSI ISHARES TR3.1K shares2.91%2026-06-302026-07-24

GD GENERAL DYNAMICS CORP1.2K shares5.49%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC5.0K shares14.93%2026-06-302026-07-24

IWP ISHARES TR3.0K shares0.00%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F7.3K sharesnew addition2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.0K shares-19.91%2026-06-302026-07-24

Sponsored

LIN LINDE PLC780 shares-1.76%2026-06-302026-07-24

IBDU ISHARES TR17.3K shares64.39%2026-06-302026-07-24

IBDT ISHARES TR15.8K shares64.41%2026-06-302026-07-24

QCOM QUALCOMM INC2.1K shares-9.25%2026-06-302026-07-24

PNC PNC FINL SVCS GROUP INC1.5K shares53.80%2026-06-302026-07-24

IBDS ISHARES TR15.5K shares71.42%2026-06-302026-07-24

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.4.1K sharesnew addition2026-06-302026-07-24

FAST FASTENAL CO7.5K shares-0.61%2026-06-302026-07-24

Sponsored

3M CO 3M CO2.2K shares4.57%2026-06-302026-07-24

LMT LOCKHEED MARTIN CORP695 shares2.36%2026-06-302026-07-24

ICE INTERCONTINENTAL EXCHANGE IN2.9K shares-7.75%2026-06-302026-07-24

HONEYWELL INTL INC HONEYWELL INTL INC1.5K sharesnew addition2026-06-302026-07-24

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.5K sharesnew addition2026-06-302026-07-24

BMY BRISTOL-MYERS SQUIBB CO5.8K shares0.00%2026-06-302026-07-24

IBDV ISHARES TR15.0K shares-4.83%2026-06-302026-07-24

PFE PFIZER INC13.5K shares-5.80%2026-06-302026-07-24

Sponsored

DHR DANAHER CORP DEL1.6K shares-11.05%2026-06-302026-07-24

XLY SELECT SECTOR SPDR TR2.6K shares0.00%2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL1.4K shares7.66%2026-06-302026-07-24

UPS UNITED PARCEL SVCS INC2.9K shares-15.89%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC1.6K shares-1.80%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS1.2K shares-11.03%2026-06-302026-07-24

DES WISDOMTREE TR7.1K shares0.00%2026-06-302026-07-24

COP CONOCOPHILLIPS2.7K shares33.10%2026-06-302026-07-24

Sponsored

VZ VERIZON COMMUNICATIONS INC6.4K shares7.22%2026-06-302026-07-24

IBDR ISHARES TR11.0K sharesnew addition2026-06-302026-07-24

MPC MARATHON PETE CORP1.0K shares0.00%2026-06-302026-07-24

LNT ALLIANT ENERGY CORP3.2K sharesnew addition2026-06-302026-07-24

CHUBB LIMITED CHUBB LIMITED719 shares-2.18%2026-06-302026-07-24

ETN EATON CORP PLC574 shares-2.21%2026-06-302026-07-24

CVS CVS HEALTH CORP2.2K sharesnew addition2026-06-302026-07-24

COF CAPITAL ONE FINL CORP1.1K shares-13.10%2026-06-302026-07-24

Sponsored

SOUTHERN CO SOUTHERN CO2.3K shares-14.95%2026-06-302026-07-24

PAVE GLOBAL X FDS3.8K sharesnew addition2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.3.1K shares-8.16%2026-06-302026-07-24

MOAT VANECK ETF TRUST2.0K sharesnew addition2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC204 sharesnew addition2026-06-302026-07-24

MS MORGAN STANLEY977 sharesnew addition2026-06-302026-07-24

BSMU INVESCO EXCH TRD SLF IDX FD9.2K shares0.00%2026-06-302026-07-24

GABELLI EQUITY TR INC GABELLI EQUITY TR INC26.7K shares0.00%2026-06-302026-07-24

Sponsored

ISHARES TR

1.25%

Shares554.9K

Event2026-06-30

Filed2026-07-24

MBB

ISHARES TR

1.81%

Shares2.5M

Event2026-06-30

Filed2026-07-24

JAAA

JANUS DETROIT STR TR

2.65%

Shares3.7M

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.54%

Shares1.9M

Event2026-06-30

Filed2026-07-24

EDV

VANGUARD WORLD FD

12.59%

Shares1.6M

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

1.57%

Shares1.2M

Event2026-06-30

Filed2026-07-24

KOMP

SPDR SERIES TRUST

1.71%

Shares1.1M

Event2026-06-30

Filed2026-07-24

JQUA

J P MORGAN EXCHANGE TRADED F

-1.39%

Shares973.6K

Event2026-06-30

Filed2026-07-24

MGNR

AMERICAN BEACON SELECT FUNDS

4.92%

Shares1.4M

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

-4.47%

Shares480.4K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

4.57%

Shares812.6K

Event2026-06-30

Filed2026-07-24

EMBX

VANECK FDS

7.25%

Shares1.1M

Event2026-06-30

Filed2026-07-24

SPSM

SPDR SERIES TRUST

-0.48%

Shares959.2K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

-6.50%

Shares243.1K

Event2026-06-30

Filed2026-07-24

IJK

ISHARES TR

-3.33%

Shares398.6K

Event2026-06-30

Filed2026-07-24

IJJ

ISHARES TR

-2.85%

Shares278.5K

Event2026-06-30

Filed2026-07-24

BPRE

BLUEROCK PVT REAL ESTATE FD

14.37%

Shares2.9M

Event2026-06-30

Filed2026-07-24

NUE

NUCOR CORP

-14.99%

Shares90.1K

Event2026-06-30

Filed2026-07-24

VGIT

VANGUARD SCOTTSDALE FDS

-22.66%

Shares268.6K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-2.39%

Shares51.7K

Event2026-06-30

Filed2026-07-24

UYLD

ANGEL OAK FUNDS TRUST

-6.85%

Shares233.3K

Event2026-06-30

Filed2026-07-24

MAGS

LISTED FDS TR

4.59%

Shares145.9K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-2.11%

Shares23.6K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

-1.03%

Shares12.8K

Event2026-06-30

Filed2026-07-24

DCRE

DOUBLELINE ETF TRUST

New

Shares169.2K

Event2026-06-30

Filed2026-07-24

IGM

ISHARES TR

-5.78%

Shares50.0K

Event2026-06-30

Filed2026-07-24

SHW

SHERWIN WILLIAMS CO

-0.03%

Shares21.9K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-3.26%

Shares19.4K

Event2026-06-30

Filed2026-07-24

WWD

WOODWARD INC

2.48%

Shares16.3K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-0.18%

Shares19.4K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

-0.72%

Shares6.4K

Event2026-06-30

Filed2026-07-24

XONE

BONDBLOXX ETF TRUST

New

Shares88.6K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

-12.46%

Shares10.8K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

-1.91%

Shares17.0K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

-1.92%

Shares12.7K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

-2.92%

Shares2.8K

Event2026-06-30

Filed2026-07-24

QTEC

FIRST TR EXCHANGE-TRADED FD

-9.55%

Shares8.6K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

-11.48%

Shares4.6K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

0.07%

Shares10.2K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-21.31%

Shares21.8K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

-3.05%

Shares8.3K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

-2.64%

Shares2.8K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

-60.51%

Shares15.1K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-5.09%

Shares5.8K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

5.43%

Shares7.1K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

2.16%

Shares11.9K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

-3.87%

Shares1.6K

Event2026-06-30

Filed2026-07-24

FNDX

SCHWAB STRATEGIC TR

-1.30%

Shares62.9K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

-9.31%

Shares16.4K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

288.29%

Shares15.0K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

-1.64%

Shares12.6K

Event2026-06-30

Filed2026-07-24

DON

WISDOMTREE TR

-12.44%

Shares32.5K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

-3.96%

Shares25.7K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

-3.91%

Shares12.2K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-8.59%

Shares7.5K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

5.65%

Shares4.9K

Event2026-06-30

Filed2026-07-24

ACWX

ISHARES TR

-2.18%

Shares22.4K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

5.45%

Shares4.5K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares18.9K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

-7.91%

Shares10.0K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

-4.77%

Shares7.7K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

-7.14%

Shares1.5K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

-1.91%

Shares1.4K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

8.11%

Shares2.7K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

-7.67%

Shares2.3K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

-5.42%

Shares8.7K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

-5.70%

Shares5.8K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

10.53%

Shares4.3K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

-2.44%

Shares6.3K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

-0.24%

Shares3.4K

Event2026-06-30

Filed2026-07-24

PHM

PULTE GROUP INC

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

286.79%

Shares12.4K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

-7.10%

Shares8.8K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

-12.26%

Shares10.7K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

-1.98%

Shares3.8K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

-35.77%

Shares6.1K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

VISA INC

-3.31%

Shares2.5K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

-19.21%

Shares6.1K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

-2.48%

Shares10.0K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-16.40%

Shares2.6K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

-13.43%

Shares1.9K

Event2026-06-30

Filed2026-07-24

ITW

ILLINOIS TOOL WKS INC

-0.92%

Shares2.7K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

-2.37%

Shares617

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

5.88%

Shares5.5K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

1.95%

Shares1.9K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

4.56%

Shares12.2K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

-0.22%

Shares1.3K

Event2026-06-30

Filed2026-07-24

IJT

ISHARES TR

-5.36%

Shares3.8K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

-2.63%

Shares2.0K

Event2026-06-30

Filed2026-07-24

NYF

ISHARES TR

New

Shares12.2K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

IWB

ISHARES TR

-2.24%

Shares1.6K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

-0.52%

Shares2.1K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

CEG

CONSTELLATION ENERGY CORP

-14.16%

Shares2.5K

Event2026-06-30

Filed2026-07-24

COLGATE PALMOLIVE CO

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

-7.15%

Shares2.8K

Event2026-06-30

Filed2026-07-24

MSBI

MIDLAND STATES BANCORP INC

0.00%

Shares19.6K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

-2.66%

Shares6.3K

Event2026-06-30

Filed2026-07-24

COWZ

PACER FDS TR

-5.12%

Shares9.7K

Event2026-06-30

Filed2026-07-24

EXC

EXELON CORP

14.71%

Shares12.3K

Event2026-06-30

Filed2026-07-24

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares813

Event2026-06-30

Filed2026-07-24

MCK

MCKESSON CORP

-2.85%

Shares750

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

-1.32%

Shares747

Event2026-06-30

Filed2026-07-24

HCA

HCA HEALTHCARE INC

-3.85%

Shares1.3K

Event2026-06-30

Filed2026-07-24

GVI

ISHARES TR

-3.05%

Shares4.8K

Event2026-06-30

Filed2026-07-24

MET

METLIFE INC

32.83%

Shares6.0K

Event2026-06-30

Filed2026-07-24

DLN

WISDOMTREE TR

-7.32%

Shares5.2K

Event2026-06-30

Filed2026-07-24

ADI

ANALOG DEVICES INC

-8.95%

Shares1.2K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

-88.85%

Shares9.4K

Event2026-06-30

Filed2026-07-24

AT&T INC

26.06%

Shares22.3K

Event2026-06-30

Filed2026-07-24

CSX

CSX CORP

9.50%

Shares9.5K

Event2026-06-30

Filed2026-07-24

DSI

ISHARES TR

2.91%

Shares3.1K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP

5.49%

Shares1.2K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

14.93%

Shares5.0K

Event2026-06-30

Filed2026-07-24

IWP

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares7.3K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

-19.91%

Shares1.0K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

-1.76%

Shares780

Event2026-06-30

Filed2026-07-24

IBDU

ISHARES TR

64.39%

Shares17.3K

Event2026-06-30

Filed2026-07-24

IBDT

ISHARES TR

64.41%

Shares15.8K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

-9.25%

Shares2.1K

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC

53.80%

Shares1.5K

Event2026-06-30

Filed2026-07-24

IBDS

ISHARES TR

71.42%

Shares15.5K

Event2026-06-30

Filed2026-07-24

MICROCHIP TECHNOLOGY INC.

New

Shares4.1K

Event2026-06-30

Filed2026-07-24

FAST

FASTENAL CO

-0.61%

Shares7.5K

Event2026-06-30

Filed2026-07-24

3M CO

4.57%

Shares2.2K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

2.36%

Shares695

Event2026-06-30

Filed2026-07-24

ICE

INTERCONTINENTAL EXCHANGE IN

-7.75%

Shares2.9K

Event2026-06-30

Filed2026-07-24

HONEYWELL INTL INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-24

IBDV

ISHARES TR

-4.83%

Shares15.0K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

-5.80%

Shares13.5K

Event2026-06-30

Filed2026-07-24

DHR

DANAHER CORP DEL

-11.05%

Shares1.6K

Event2026-06-30

Filed2026-07-24

XLY

SELECT SECTOR SPDR TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

7.66%

Shares1.4K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

-15.89%

Shares2.9K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

-1.80%

Shares1.6K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

-11.03%

Shares1.2K

Event2026-06-30

Filed2026-07-24

DES

WISDOMTREE TR

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-24

COP

CONOCOPHILLIPS

33.10%

Shares2.7K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

7.22%

Shares6.4K

Event2026-06-30

Filed2026-07-24

IBDR

ISHARES TR

New

Shares11.0K

Event2026-06-30

Filed2026-07-24

MPC

MARATHON PETE CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

LNT

ALLIANT ENERGY CORP

New

Shares3.2K

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED

-2.18%

Shares719

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

-2.21%

Shares574

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-24

COF

CAPITAL ONE FINL CORP

-13.10%

Shares1.1K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

-14.95%

Shares2.3K

Event2026-06-30

Filed2026-07-24

PAVE

GLOBAL X FDS

New

Shares3.8K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

-8.16%

Shares3.1K

Event2026-06-30

Filed2026-07-24

MOAT

VANECK ETF TRUST

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

New

Shares204

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

New

Shares977

Event2026-06-30

Filed2026-07-24

BSMU

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-24

GABELLI EQUITY TR INC

0.00%

Shares26.7K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available