Sponsored

The Analysis of Miller Financial Services LLC's Holdings & P&L

Currently, Miller Financial Services LLC holds 138 types of securities in its portfolio with a total value $123.8M. In the most recent quarter, they have increased their positions in PEP (+41.1K shares, valued at $5.6M), N/A (+7.7K shares, valued at $2.5M), CL (+24.0K shares, valued at $2.2M); decreased their positions in AMD (-1.1K shares, valued at $652.9K), CAT (-374 shares, valued at $398.2K), IWM (-952 shares, valued at $286.0K); initiated new positions in N/A (+7.7K shares, valued at $2.5M), CL (+24.0K shares, valued at $2.2M), LLY (+1.1K shares, valued at $1.3M).

1M P&L

+2.9M+2.97%

3M P&L

+2.7M+2.73%

HY P&L

-2.3M-2.25%

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/A36.1M

34.9%

2Beverages - Non-Alcoholic7.3M

7.0%

3Specialty Industrial Machinery4.4M

4.3%

Top Industries by Stock Count

1N/A34 stocks

30.4%

2Biotechnology6 stocks

5.4%

3Drug Manufacturers - General4 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PEP PEPSICO INC51.6K shares392.55%2026-06-302026-07-29

IEF ISHARES TR69.2K shares19.63%2026-06-302026-07-29

TLT ISHARES TR53.3K shares16.23%2026-06-302026-07-29

AAPL APPLE INC13.1K shares-1.35%2026-06-302026-07-29

ETN EATON CORP PLC7.9K shares21.91%2026-06-302026-07-29

VGLT VANGUARD SCOTTSDALE FDS59.9K shares14.55%2026-06-302026-07-29

VGSH VANGUARD SCOTTSDALE FDS56.6K shares3.56%2026-06-302026-07-29

AMZN AMAZON COM INC13.4K shares2.82%2026-06-302026-07-29

Sponsored

UPS UNITED PARCEL SVCS INC26.8K shares-2.33%2026-06-302026-07-29

IWM ISHARES TR8.6K shares-9.96%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO7.7K sharesnew addition2026-06-302026-07-29

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC3.1K shares-10.60%2026-06-302026-07-29

CL COLGATE PALMOLIVE CO24.0K sharesnew addition2026-06-302026-07-29

SOFI SOFI TECHNOLOGIES INC113.8K shares0.12%2026-06-302026-07-29

MSFT MICROSOFT CORP5.4K shares105.99%2026-06-302026-07-29

HD HOME DEPOT INC4.6K shares100.75%2026-06-302026-07-29

Sponsored

KMI KINDER MORGAN INC DEL48.1K shares-0.30%2026-06-302026-07-29

USTB VICTORY PORTFOLIOS II29.3K shares32.17%2026-06-302026-07-29

ISHARES TR ISHARES TR14.5K shares-2.52%2026-06-302026-07-29

CLOUDFLARE INC CLOUDFLARE INC5.9K shares-6.10%2026-06-302026-07-29

VISA INC VISA INC4.2K shares-0.24%2026-06-302026-07-29

GOOGL ALPHABET INC4.0K shares-1.61%2026-06-302026-07-29

BMY BRISTOL-MYERS SQUIBB CO23.4K shares18.52%2026-06-302026-07-29

CAG CONAGRA BRANDS INC99.2K shares-1.14%2026-06-302026-07-29

Sponsored

LLY ELI LILLY & CO1.1K sharesnew addition2026-06-302026-07-29

KJAN INNOVATOR ETFS TRUST25.8K shares-4.11%2026-06-302026-07-29

XAGG MORGAN STANLEY ETF TRUST23.4K shares65.60%2026-06-302026-07-29

AEP AMERICAN ELEC PWR CO INC8.5K shares223.54%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL2.3K shares-1.66%2026-06-302026-07-29

SLV ISHARES SILVER TR21.3K shares34.22%2026-06-302026-07-29

UBER UBER TECHNOLOGIES INC15.5K shares4.90%2026-06-302026-07-29

GNRC GENERAC HLDGS INC3.7K shares0.00%2026-06-302026-07-29

Sponsored

CAVA CAVA GROUP INC13.5K shares-9.91%2026-06-302026-07-29

PPG PPG INDS INC8.5K sharesnew addition2026-06-302026-07-29

MO ALTRIA GROUP INC14.1K shares17.86%2026-06-302026-07-29

DOMINION ENERGY INC DOMINION ENERGY INC14.0K shares-2.09%2026-06-302026-07-29

ORI OLD REP INTL CORP23.4K shares69.67%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC22.6K shares0.67%2026-06-302026-07-29

ALL ALLSTATE CORP3.9K sharesnew addition2026-06-302026-07-29

GOOG ALPHABET INC2.6K shares-1.32%2026-06-302026-07-29

Sponsored

META PLATFORMS INC META PLATFORMS INC1.6K shares66.15%2026-06-302026-07-29

KAPR INNOVATOR ETFS TRUST22.3K shares-1.11%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.1K shares-2.05%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC1.5K shares-43.11%2026-06-302026-07-29

MELI MERCADOLIBRE INC506 shares26.18%2026-06-302026-07-29

ABT ABBOTT LABORATORIES9.2K shares54.15%2026-06-302026-07-29

EVTR MORGAN STANLEY ETF TRUST16.1K shares7.13%2026-06-302026-07-29

3M CO 3M CO4.8K shares44.82%2026-06-302026-07-29

Sponsored

PYPL PAYPAL HLDGS INC17.7K shares-24.99%2026-06-302026-07-29

KMAR INNOVATOR ETFS TRUST23.8K shares0.64%2026-06-302026-07-29

SYK STRYKER CORPORATION2.4K sharesnew addition2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION806 shares-4.16%2026-06-302026-07-29

ISRG INTUITIVE SURGICAL INC1.9K shares57.23%2026-06-302026-07-29

VTV VANGUARD INDEX FDS3.3K shares21.26%2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.4K shares-5.84%2026-06-302026-07-29

KMB KIMBERLY-CLARK CORP6.6K shares19.17%2026-06-302026-07-29

Sponsored

PG PROCTER & GAMBLE CO4.9K sharesnew addition2026-06-302026-07-29

ZOETIS INC ZOETIS INC10.1K shares265.66%2026-06-302026-07-29

SHOP SHOPIFY INC6.0K shares9.44%2026-06-302026-07-29

KAUG INNOVATOR ETFS TRUST22.9K shares-17.19%2026-06-302026-07-29

CVX CHEVRON CORPORATION3.9K sharesnew addition2026-06-302026-07-29

NIE VIRTUS EQUITY & CONV INCM FD23.2K sharesnew addition2026-06-302026-07-29

VANECK ETF TRUST VANECK ETF TRUST8.2K shares10.09%2026-06-302026-07-29

DE DEERE & CO973 shares0.00%2026-06-302026-07-29

Sponsored

PNC PNC FINL SVCS GROUP INC2.5K sharesnew addition2026-06-302026-07-29

CAT CATERPILLAR INC569 shares-39.66%2026-06-302026-07-29

ABBVIE INC ABBVIE INC2.3K sharesnew addition2026-06-302026-07-29

KDEC INNOVATOR ETFS TRUST20.2K shares0.75%2026-06-302026-07-29

KNOV INNOVATOR ETFS TRUST18.0K shares-2.71%2026-06-302026-07-29

FBND FIDELITY MERRIMACK STR TR12.4K shares0.00%2026-06-302026-07-29

SERVICENOW INC SERVICENOW INC5.7K shares63.26%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC3.0K sharesnew addition2026-06-302026-07-29

Sponsored

MCD MCDONALDS CORP2.0K shares16.20%2026-06-302026-07-29

RDN RADIAN GROUP INC14.4K shares0.00%2026-06-302026-07-29

COF CAPITAL ONE FINL CORP2.6K sharesnew addition2026-06-302026-07-29

CSX CSX CORP10.7K sharesnew addition2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP3.7K sharesnew addition2026-06-302026-07-29

VO VANGUARD INDEX FDS6.3K shares335.28%2026-06-302026-07-29

PURECYCLE TECHNOLOGIES INC PURECYCLE TECHNOLOGIES INC61.9K shares18.50%2026-06-302026-07-29

CHEWY INC CHEWY INC24.8K shares4.90%2026-06-302026-07-29

Sponsored

VBK VANGUARD INDEX FDS1.3K shares8.22%2026-06-302026-07-29

SWK STANLEY BLACK & DECKER INC4.9K shares-9.66%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON1.7K shares-2.86%2026-06-302026-07-29

PFE PFIZER INC17.9K shares-0.28%2026-06-302026-07-29

LOW LOWES COS INC1.9K shares0.00%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC931 shares-1.06%2026-06-302026-07-29

MPC MARATHON PETE CORP1.5K sharesnew addition2026-06-302026-07-29

SLB SLB LIMITED8.2K shares-3.80%2026-06-302026-07-29

Sponsored

OLN OLIN CORP18.7K shares-4.99%2026-06-302026-07-29

EVIM MORGAN STANLEY ETF TRUST6.9K shares30.92%2026-06-302026-07-29

KJUL INNOVATOR ETFS TRUST10.7K shares0.00%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION1.9K shares0.00%2026-06-302026-07-29

TWLO TWILIO INC1.7K sharesnew addition2026-06-302026-07-29

VXUS VANGUARD STAR FDS4.1K shares10.91%2026-06-302026-07-29

MDLZ MONDELEZ INTL INC5.7K shares10.81%2026-06-302026-07-29

CTMX CYTOMX THERAPEUTICS INC.85.0K shares18.06%2026-06-302026-07-29

Sponsored

ITOT ISHARES TR1.9K shares0.16%2026-06-302026-07-29

CHDN CHURCHILL DOWNS INC3.5K shares11.52%2026-06-302026-07-29

WASTE MGMT INC DEL WASTE MGMT INC DEL1.4K shares0.00%2026-06-302026-07-29

CORTEVA INC CORTEVA INC3.6K shares38.96%2026-06-302026-07-29

DUK DUKE ENERGY CORP NEW2.4K shares0.08%2026-06-302026-07-29

VPU VANGUARD WORLD FD1.5K shares0.00%2026-06-302026-07-29

B BARRICK MNG CORP7.9K shares-2.53%2026-06-302026-07-29

SOUTHERN CO SOUTHERN CO3.0K sharesnew addition2026-06-302026-07-29

Sponsored

VHT VANGUARD WORLD FD958 shares0.00%2026-06-302026-07-29

FFA FIRST TR ENHANCED EQUITY12.6K sharesnew addition2026-06-302026-07-29

DIS DISNEY WALT CO2.8K shares-11.95%2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.3.8K sharesnew addition2026-06-302026-07-29

KO COCA COLA CO3.3K shares-1.50%2026-06-302026-07-29

NYCB FLAGSTAR BANK NATIONAL ASSOC17.4K shares-34.51%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP510 shares0.00%2026-06-302026-07-29

BDJ BLACKROCK ENHANCED EQUITY DI27.1K sharesnew addition2026-06-302026-07-29

Sponsored

ZS ZSCALER INC1.8K shares-11.45%2026-06-302026-07-29

VB VANGUARD INDEX FDS845 shares-49.67%2026-06-302026-07-29

VGT VANGUARD WORLD FD2.1K sharesnew addition2026-06-302026-07-29

FTNT FORTINET INC1.6K sharesnew addition2026-06-302026-07-29

HUBS HUBSPOT INC1.4K shares9.64%2026-06-302026-07-29

WMT WALMART INC2.1K sharesnew addition2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS834 sharesnew addition2026-06-302026-07-29

RNAC CARTESIAN THERAPEUTICS INC22.1K shares0.00%2026-06-302026-07-29

Sponsored

GSK PLC GSK PLC4.1K shares0.00%2026-06-302026-07-29

OXY OCCIDENTAL PETE CORP4.3K shares-2.90%2026-06-302026-07-29

BEPC BROOKFIELD RENEWABLE CORP5.6K shares-28.95%2026-06-302026-07-29

CMS CMS ENERGY CORP2.7K sharesnew addition2026-06-302026-07-29

VNOM VIPER ENERGY INC4.8K shares0.00%2026-06-302026-07-29

PTN PALATIN TECHNOLOGIES INC15.0K shares19.05%2026-06-302026-07-29

F FORD MTR CO11.6K shares-23.13%2026-06-302026-07-29

NNVC NANOVIRICIDES INC112.0K shares6.67%2026-06-302026-07-29

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T28 sharesnew addition2026-06-302026-07-29

BTZ BLACKROCK CR ALLOCATION13.0K shares0.00%2026-06-302026-07-29

IVVD INVIVYD INC133.0K shares26.67%2026-06-302026-07-29

IRD OPUS GENETICS INC27.0K shares22.73%2026-06-302026-07-29

ONDS ONDAS INC12.8K shares15.37%2026-06-302026-07-29

FTF FRANKLIN LTD DURATION INCOME16.3K sharesnew addition2026-06-302026-07-29

PFLT PENNANTPARK FLOATING RATE CA11.2K shares3.81%2026-06-302026-07-29

CTXR CITIUS PHARMACEUTICALS INC130.0K shares828.57%2026-06-302026-07-29

Sponsored

PNNT PENNANTPARK INVT CORP17.1K shares8.75%2026-06-302026-07-29

PTLO PORTILLOS INC10.4K shares-62.47%2026-06-302026-07-29

PEP

PEPSICO INC

392.55%

Shares51.6K

Event2026-06-30

Filed2026-07-29

IEF

ISHARES TR

19.63%

Shares69.2K

Event2026-06-30

Filed2026-07-29

TLT

ISHARES TR

16.23%

Shares53.3K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

-1.35%

Shares13.1K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

21.91%

Shares7.9K

Event2026-06-30

Filed2026-07-29

VGLT

VANGUARD SCOTTSDALE FDS

14.55%

Shares59.9K

Event2026-06-30

Filed2026-07-29

VGSH

VANGUARD SCOTTSDALE FDS

3.56%

Shares56.6K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

2.82%

Shares13.4K

Event2026-06-30

Filed2026-07-29

UPS

UNITED PARCEL SVCS INC

-2.33%

Shares26.8K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

-9.96%

Shares8.6K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

New

Shares7.7K

Event2026-06-30

Filed2026-07-29

CROWDSTRIKE HLDGS INC

-10.60%

Shares3.1K

Event2026-06-30

Filed2026-07-29

COLGATE PALMOLIVE CO

New

Shares24.0K

Event2026-06-30

Filed2026-07-29

SOFI

SOFI TECHNOLOGIES INC

0.12%

Shares113.8K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

105.99%

Shares5.4K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

100.75%

Shares4.6K

Event2026-06-30

Filed2026-07-29

KMI

KINDER MORGAN INC DEL

-0.30%

Shares48.1K

Event2026-06-30

Filed2026-07-29

USTB

VICTORY PORTFOLIOS II

32.17%

Shares29.3K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-2.52%

Shares14.5K

Event2026-06-30

Filed2026-07-29

CLOUDFLARE INC

-6.10%

Shares5.9K

Event2026-06-30

Filed2026-07-29

VISA INC

-0.24%

Shares4.2K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

-1.61%

Shares4.0K

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL-MYERS SQUIBB CO

18.52%

Shares23.4K

Event2026-06-30

Filed2026-07-29

CAG

CONAGRA BRANDS INC

-1.14%

Shares99.2K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

KJAN

INNOVATOR ETFS TRUST

-4.11%

Shares25.8K

Event2026-06-30

Filed2026-07-29

XAGG

MORGAN STANLEY ETF TRUST

65.60%

Shares23.4K

Event2026-06-30

Filed2026-07-29

AEP

AMERICAN ELEC PWR CO INC

223.54%

Shares8.5K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.66%

Shares2.3K

Event2026-06-30

Filed2026-07-29

SLV

ISHARES SILVER TR

34.22%

Shares21.3K

Event2026-06-30

Filed2026-07-29

UBER

UBER TECHNOLOGIES INC

4.90%

Shares15.5K

Event2026-06-30

Filed2026-07-29

GNRC

GENERAC HLDGS INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-29

CAVA

CAVA GROUP INC

-9.91%

Shares13.5K

Event2026-06-30

Filed2026-07-29

PPG

PPG INDS INC

New

Shares8.5K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

17.86%

Shares14.1K

Event2026-06-30

Filed2026-07-29

DOMINION ENERGY INC

-2.09%

Shares14.0K

Event2026-06-30

Filed2026-07-29

ORI

OLD REP INTL CORP

69.67%

Shares23.4K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

0.67%

Shares22.6K

Event2026-06-30

Filed2026-07-29

ALL

ALLSTATE CORP

New

Shares3.9K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

-1.32%

Shares2.6K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

66.15%

Shares1.6K

Event2026-06-30

Filed2026-07-29

KAPR

INNOVATOR ETFS TRUST

-1.11%

Shares22.3K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-2.05%

Shares1.1K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

-43.11%

Shares1.5K

Event2026-06-30

Filed2026-07-29

MELI

MERCADOLIBRE INC

26.18%

Shares506

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

54.15%

Shares9.2K

Event2026-06-30

Filed2026-07-29

EVTR

MORGAN STANLEY ETF TRUST

7.13%

Shares16.1K

Event2026-06-30

Filed2026-07-29

3M CO

44.82%

Shares4.8K

Event2026-06-30

Filed2026-07-29

PYPL

PAYPAL HLDGS INC

-24.99%

Shares17.7K

Event2026-06-30

Filed2026-07-29

KMAR

INNOVATOR ETFS TRUST

0.64%

Shares23.8K

Event2026-06-30

Filed2026-07-29

SYK

STRYKER CORPORATION

New

Shares2.4K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

-4.16%

Shares806

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL INC

57.23%

Shares1.9K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

21.26%

Shares3.3K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

-5.84%

Shares1.4K

Event2026-06-30

Filed2026-07-29

KMB

KIMBERLY-CLARK CORP

19.17%

Shares6.6K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

New

Shares4.9K

Event2026-06-30

Filed2026-07-29

ZOETIS INC

265.66%

Shares10.1K

Event2026-06-30

Filed2026-07-29

SHOP

SHOPIFY INC

9.44%

Shares6.0K

Event2026-06-30

Filed2026-07-29

KAUG

INNOVATOR ETFS TRUST

-17.19%

Shares22.9K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

New

Shares3.9K

Event2026-06-30

Filed2026-07-29

NIE

VIRTUS EQUITY & CONV INCM FD

New

Shares23.2K

Event2026-06-30

Filed2026-07-29

VANECK ETF TRUST

10.09%

Shares8.2K

Event2026-06-30

Filed2026-07-29

DEERE & CO

0.00%

Shares973

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

-39.66%

Shares569

Event2026-06-30

Filed2026-07-29

ABBVIE INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-29

KDEC

INNOVATOR ETFS TRUST

0.75%

Shares20.2K

Event2026-06-30

Filed2026-07-29

KNOV

INNOVATOR ETFS TRUST

-2.71%

Shares18.0K

Event2026-06-30

Filed2026-07-29

FBND

FIDELITY MERRIMACK STR TR

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-29

SERVICENOW INC

63.26%

Shares5.7K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

16.20%

Shares2.0K

Event2026-06-30

Filed2026-07-29

RDN

RADIAN GROUP INC

0.00%

Shares14.4K

Event2026-06-30

Filed2026-07-29

COF

CAPITAL ONE FINL CORP

New

Shares2.6K

Event2026-06-30

Filed2026-07-29

CSX

CSX CORP

New

Shares10.7K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

New

Shares3.7K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

335.28%

Shares6.3K

Event2026-06-30

Filed2026-07-29

PURECYCLE TECHNOLOGIES INC

18.50%

Shares61.9K

Event2026-06-30

Filed2026-07-29

CHEWY INC

4.90%

Shares24.8K

Event2026-06-30

Filed2026-07-29

VBK

VANGUARD INDEX FDS

8.22%

Shares1.3K

Event2026-06-30

Filed2026-07-29

SWK

STANLEY BLACK & DECKER INC

-9.66%

Shares4.9K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

-2.86%

Shares1.7K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

-0.28%

Shares17.9K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

-1.06%

Shares931

Event2026-06-30

Filed2026-07-29

MPC

MARATHON PETE CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

SLB

SLB LIMITED

-3.80%

Shares8.2K

Event2026-06-30

Filed2026-07-29

OLN

OLIN CORP

-4.99%

Shares18.7K

Event2026-06-30

Filed2026-07-29

EVIM

MORGAN STANLEY ETF TRUST

30.92%

Shares6.9K

Event2026-06-30

Filed2026-07-29

KJUL

INNOVATOR ETFS TRUST

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

TWLO

TWILIO INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FDS

10.91%

Shares4.1K

Event2026-06-30

Filed2026-07-29

MDLZ

MONDELEZ INTL INC

10.81%

Shares5.7K

Event2026-06-30

Filed2026-07-29

CTMX

CYTOMX THERAPEUTICS INC.

18.06%

Shares85.0K

Event2026-06-30

Filed2026-07-29

ITOT

ISHARES TR

0.16%

Shares1.9K

Event2026-06-30

Filed2026-07-29

CHDN

CHURCHILL DOWNS INC

11.52%

Shares3.5K

Event2026-06-30

Filed2026-07-29

WASTE MGMT INC DEL

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

CORTEVA INC

38.96%

Shares3.6K

Event2026-06-30

Filed2026-07-29

DUK

DUKE ENERGY CORP NEW

0.08%

Shares2.4K

Event2026-06-30

Filed2026-07-29

VPU

VANGUARD WORLD FD

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

BARRICK MNG CORP

-2.53%

Shares7.9K

Event2026-06-30

Filed2026-07-29

SOUTHERN CO

New

Shares3.0K

Event2026-06-30

Filed2026-07-29

VHT

VANGUARD WORLD FD

0.00%

Shares958

Event2026-06-30

Filed2026-07-29

FFA

FIRST TR ENHANCED EQUITY

New

Shares12.6K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

-11.95%

Shares2.8K

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

New

Shares3.8K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

-1.50%

Shares3.3K

Event2026-06-30

Filed2026-07-29

NYCB

FLAGSTAR BANK NATIONAL ASSOC

-34.51%

Shares17.4K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

0.00%

Shares510

Event2026-06-30

Filed2026-07-29

BDJ

BLACKROCK ENHANCED EQUITY DI

New

Shares27.1K

Event2026-06-30

Filed2026-07-29

ZSCALER INC

-11.45%

Shares1.8K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-49.67%

Shares845

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

New

Shares2.1K

Event2026-06-30

Filed2026-07-29

FTNT

FORTINET INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-29

HUBS

HUBSPOT INC

9.64%

Shares1.4K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares834

Event2026-06-30

Filed2026-07-29

RNAC

CARTESIAN THERAPEUTICS INC

0.00%

Shares22.1K

Event2026-06-30

Filed2026-07-29

GSK PLC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-29

OXY

OCCIDENTAL PETE CORP

-2.90%

Shares4.3K

Event2026-06-30

Filed2026-07-29

BEPC

BROOKFIELD RENEWABLE CORP

-28.95%

Shares5.6K

Event2026-06-30

Filed2026-07-29

CMS

CMS ENERGY CORP

New

Shares2.7K

Event2026-06-30

Filed2026-07-29

VNOM

VIPER ENERGY INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-29

PTN

PALATIN TECHNOLOGIES INC

19.05%

Shares15.0K

Event2026-06-30

Filed2026-07-29

FORD MTR CO

-23.13%

Shares11.6K

Event2026-06-30

Filed2026-07-29

NNVC

NANOVIRICIDES INC

6.67%

Shares112.0K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

New

Shares28

Event2026-06-30

Filed2026-07-29

BTZ

BLACKROCK CR ALLOCATION

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-29

IVVD

INVIVYD INC

26.67%

Shares133.0K

Event2026-06-30

Filed2026-07-29

IRD

OPUS GENETICS INC

22.73%

Shares27.0K

Event2026-06-30

Filed2026-07-29

ONDS

ONDAS INC

15.37%

Shares12.8K

Event2026-06-30

Filed2026-07-29

FTF

FRANKLIN LTD DURATION INCOME

New

Shares16.3K

Event2026-06-30

Filed2026-07-29

PFLT

PENNANTPARK FLOATING RATE CA

3.81%

Shares11.2K

Event2026-06-30

Filed2026-07-29

CTXR

CITIUS PHARMACEUTICALS INC

828.57%

Shares130.0K

Event2026-06-30

Filed2026-07-29

PNNT

PENNANTPARK INVT CORP

8.75%

Shares17.1K

Event2026-06-30

Filed2026-07-29

PTLO

PORTILLOS INC

-62.47%

Shares10.4K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

UNITED PARCEL SVCS INC Call CallUNITED PARCEL SVCS INC254 sharesnew addition2026-06-302026-07-29

NETFLIX INC. Call CallNETFLIX INC.548 sharesnew addition2026-06-302026-07-29

STARBUCKS CORP Call CallSTARBUCKS CORP62 sharesnew addition2026-06-302026-07-29

CONAGRA BRANDS INC Call CallCONAGRA BRANDS INC400 sharesnew addition2026-06-302026-07-29

UNITED PARCEL SVCS INC Call

UNITED PARCEL SVCS INC

New

Shares254

Event2026-06-30

Filed2026-07-29

NETFLIX INC. Call

NETFLIX INC.

New

Shares548

Event2026-06-30

Filed2026-07-29

STARBUCKS CORP Call

STARBUCKS CORP

New

Shares62

Event2026-06-30

Filed2026-07-29

CONAGRA BRANDS INC Call

CONAGRA BRANDS INC

New

Shares400

Event2026-06-30

Filed2026-07-29

Put Option Holdings

No put option holdings data available