Sponsored

The Analysis of MOR Wealth Management, LLC's Holdings & P&L

Currently, MOR Wealth Management, LLC holds 122 types of securities in its portfolio with a total value $251.2M. In the most recent quarter, they have increased their positions in IWF (+139.5K shares, valued at $17.3M), VO (+126.2K shares, valued at $10.2M), LVHI (+72.4K shares, valued at $2.9M); decreased their positions in SCHG (-69.3K shares, valued at $2.3M), SPHQ (-12.8K shares, valued at $1.2M), DGRW (-11.9K shares, valued at $1.1M); initiated new positions in PLD (+9.0K shares, valued at $1.2M), ALAB (+1.6K shares, valued at $781.5K), PNC (+2.8K shares, valued at $688.2K).

1M P&L

+11.4M+5.21%

3M P&L

+5.1M+2.25%

HY P&L

-93.2M-28.89%

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/A173.4M

76.0%

2Semiconductors8.9M

3.9%

3Consumer Electronics7.9M

3.5%

Top Industries by Stock Count

1N/A50 stocks

50.5%

2Semiconductors7 stocks

7.1%

3Internet Content & Information3 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR796.7K shares-8.01%2026-06-302026-08-06

IWF ISHARES TR192.9K shares261.04%2026-06-302026-08-06

LVHI LEGG MASON ETF INVT531.0K shares15.79%2026-06-302026-08-06

DGRW WISDOMTREE TR208.5K shares-5.38%2026-06-302026-08-06

SPHQ INVESCO EXCHANGE TRADED FD T205.0K shares-5.89%2026-06-302026-08-06

VO VANGUARD INDEX FDS164.3K shares332.14%2026-06-302026-08-06

AAPL APPLE INC27.3K shares3.06%2026-06-302026-08-06

NVDA NVIDIA CORPORATION26.1K shares-5.35%2026-06-302026-08-06

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI11.6K shares0.00%2026-06-302026-08-06

AVUV AMERICAN CENTY ETF TR40.5K shares9.06%2026-06-302026-08-06

ESML ISHARES TR86.9K shares8.32%2026-06-302026-08-06

QQQ INVESCO QQQ TR6.2K shares3.11%2026-06-302026-08-06

JEPI J P MORGAN EXCHANGE TRADED F77.6K shares-1.45%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.8K shares8.50%2026-06-302026-08-06

IJH ISHARES TR46.8K shares-5.63%2026-06-302026-08-06

GOOGL ALPHABET INC9.9K shares0.69%2026-06-302026-08-06

Sponsored

SCHD SCHWAB STRATEGIC TR111.6K shares-16.02%2026-06-302026-08-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND27.7K shares-6.57%2026-06-302026-08-06

VTV VANGUARD INDEX FDS14.3K shares2.51%2026-06-302026-08-06

IBRX IMMUNITYBIO INC302.4K shares6.78%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS5.9K shares0.65%2026-06-302026-08-06

LLY ELI LILLY & CO1.7K shares-6.91%2026-06-302026-08-06

AMZN AMAZON COM INC8.1K shares-10.15%2026-06-302026-08-06

PG PROCTER & GAMBLE CO12.5K shares-6.67%2026-06-302026-08-06

Sponsored

MSFT MICROSOFT CORP4.9K shares-8.25%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS7.3K shares0.00%2026-06-302026-08-06

VGT VANGUARD WORLD FD12.5K shares696.87%2026-06-302026-08-06

AOA ISHARES TR15.0K shares-5.77%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC2.4K shares0.00%2026-06-302026-08-06

PBT PERMIAN BASIN RTY TR52.5K shares0.00%2026-06-302026-08-06

GLW CORNING INC4.9K shares-21.04%2026-06-302026-08-06

PLD PROLOGIS INC.9.0K sharesnew addition2026-06-302026-08-06

Sponsored

GOOG ALPHABET INC3.3K shares-1.17%2026-06-302026-08-06

IWD ISHARES TR4.5K shares0.00%2026-06-302026-08-06

QUANTA SVCS INC QUANTA SVCS INC1.4K shares-11.72%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.0K shares115.12%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON3.6K shares109.17%2026-06-302026-08-06

SPYG SPDR SERIES TRUST7.4K shares-1.27%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION934 shares-12.22%2026-06-302026-08-06

VLU SPDR SERIES TRUST3.6K shares0.00%2026-06-302026-08-06

Sponsored

QCOM QUALCOMM INC4.5K shares78.61%2026-06-302026-08-06

AVDE AMERICAN CENTY ETF TR9.3K shares0.81%2026-06-302026-08-06

QQQM INVESCO EXCH TRADED FD TR II2.7K shares18.85%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC1.7K shares-32.21%2026-06-302026-08-06

BROADCOM INC BROADCOM INC2.1K shares66.35%2026-06-302026-08-06

ALAB ASTERA LABS INC1.6K sharesnew addition2026-06-302026-08-06

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.5K shares15.84%2026-06-302026-08-06

ASTRAZENECA PLC ASTRAZENECA PLC3.7K shares-11.73%2026-06-302026-08-06

Sponsored

NETFLIX INC. NETFLIX INC.9.7K shares24.17%2026-06-302026-08-06

PNC PNC FINL SVCS GROUP INC2.8K sharesnew addition2026-06-302026-08-06

WELL WELLTOWER INC3.0K sharesnew addition2026-06-302026-08-06

MRK MERCK & CO INC5.1K sharesnew addition2026-06-302026-08-06

WMT WALMART INC5.8K shares64.09%2026-06-302026-08-06

ANET ARISTA NETWORKS INC3.9K shares-23.47%2026-06-302026-08-06

SHOP SHOPIFY INC5.7K shares0.00%2026-06-302026-08-06

SCHW SCHWAB CHARLES CORP7.1K shares87.28%2026-06-302026-08-06

Sponsored

HEFA ISHARES TR13.9K shares0.00%2026-06-302026-08-06

AOR ISHARES TR9.3K shares4.53%2026-06-302026-08-06

VOO VANGUARD INDEX FDS942 sharesnew addition2026-06-302026-08-06

RWL INVESCO EXCH TRADED FD TR II5.0K shares-5.30%2026-06-302026-08-06

APD AIR PRODUCTS AND CHEMICALS I2.1K shares82.10%2026-06-302026-08-06

FNDE SCHWAB STRATEGIC TR15.5K shares90.65%2026-06-302026-08-06

EMR EMERSON ELEC CO4.3K sharesnew addition2026-06-302026-08-06

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION4.2K sharesnew addition2026-06-302026-08-06

Sponsored

AER AERCAP HOLDINGS NV4.2K sharesnew addition2026-06-302026-08-06

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC772 shares-7.32%2026-06-302026-08-06

APTIV PLC APTIV PLC9.5K sharesnew addition2026-06-302026-08-06

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V2.1K sharesnew addition2026-06-302026-08-06

BLK BLACKROCK INC598 sharesnew addition2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC6.4K sharesnew addition2026-06-302026-08-06

PLANET LABS PBC PLANET LABS PBC16.9K shares0.00%2026-06-302026-08-06

RKLB ROCKET LAB CORP5.5K shares0.00%2026-06-302026-08-06

Sponsored

VOE VANGUARD INDEX FDS2.8K shares0.00%2026-06-302026-08-06

BE BLOOM ENERGY CORP1.8K shares-38.06%2026-06-302026-08-06

GLNK GRAYSCALE CHAINLINK TR ETF85.2K shares69.21%2026-06-302026-08-06

NBIS NEBIUS GROUP N.V.2.0K shares0.00%2026-06-302026-08-06

XYLD GLOBAL X FDS12.8K shares-1.92%2026-06-302026-08-06

VUG VANGUARD INDEX FDS5.9K shares500.00%2026-06-302026-08-06

BITWISE CHAINLINK ETF BITWISE CHAINLINK ETF38.9K shares42.94%2026-06-302026-08-06

MRVL MARVELL TECHNOLOGY INC1.7K shares-35.90%2026-06-302026-08-06

Sponsored

ORACLE CORP ORACLE CORP3.3K shares-18.10%2026-06-302026-08-06

VONG VANGUARD SCOTTSDALE FDS3.6K shares-5.72%2026-06-302026-08-06

SMTC SEMTECH CORP2.8K sharesnew addition2026-06-302026-08-06

CRM SALESFORCE INC2.8K shares26.06%2026-06-302026-08-06

CAT CATERPILLAR INC414 shares0.00%2026-06-302026-08-06

DON WISDOMTREE TR7.4K sharesnew addition2026-06-302026-08-06

TGT TARGET CORP3.1K sharesnew addition2026-06-302026-08-06

MEDTRONIC PLC MEDTRONIC PLC4.8K sharesnew addition2026-06-302026-08-06

Sponsored

CRS CARPENTER TECHNOLOGY CORP565 sharesnew addition2026-06-302026-08-06

APPLIED MATLS INC APPLIED MATLS INC465 shares-67.46%2026-06-302026-08-06

XHB SPDR SERIES TRUST2.9K shares0.00%2026-06-302026-08-06

LUMENTUM HLDGS INC LUMENTUM HLDGS INC386 sharesnew addition2026-06-302026-08-06

ESGD ISHARES TR3.2K shares0.00%2026-06-302026-08-06

CGNX COGNEX CORP4.4K sharesnew addition2026-06-302026-08-06

VOT VANGUARD INDEX FDS1.0K shares0.00%2026-06-302026-08-06

SCHM SCHWAB STRATEGIC TR8.6K shares9.02%2026-06-302026-08-06

Sponsored

VBR VANGUARD INDEX FDS1.3K shares-17.88%2026-06-302026-08-06

DHS WISDOMTREE TR2.7K shares0.00%2026-06-302026-08-06

MP MP MATERIALS CORP5.4K shares0.00%2026-06-302026-08-06

SITM SITIME CORP400 sharesnew addition2026-06-302026-08-06

DGRO ISHARES TR3.7K shares-20.76%2026-06-302026-08-06

TSLA TESLA INC665 shares0.00%2026-06-302026-08-06

DBEF DBX ETF TR5.1K sharesnew addition2026-06-302026-08-06

CFR CULLEN FROST BANKERS INC1.8K sharesnew addition2026-06-302026-08-06

Sponsored

FRT FEDERAL RLTY INVT TR NEW2.2K sharesnew addition2026-06-302026-08-06

EWBC EAST WEST BANCORP INC2.1K sharesnew addition2026-06-302026-08-06

IBIT ISHARES BITCOIN TRUST ETF7.9K shares-12.18%2026-06-302026-08-06

VCR VANGUARD WORLD FD664 shares0.00%2026-06-302026-08-06

ABCL ABCELLERA BIOLOGICS INC33.0K shares0.00%2026-06-302026-08-06

GEV GE VERNOVA INC211 sharesnew addition2026-06-302026-08-06

GTLS CHART INDS INC1.2K sharesnew addition2026-06-302026-08-06

VB VANGUARD INDEX FDS784 shares0.00%2026-06-302026-08-06

Sponsored

CLF CLEVELAND-CLIFFS INC NEW25.3K sharesnew addition2026-06-302026-08-06

XMMO INVESCO EXCHANGE TRADED FD T1.4K shares0.00%2026-06-302026-08-06

OMFL INVESCO EXCH TRD SLF IDX FD3.4K shares0.00%2026-06-302026-08-06

PJP INVESCO EXCHANGE TRADED FD T1.9K sharesnew addition2026-06-302026-08-06

PEP PEPSICO INC1.7K shares24.26%2026-06-302026-08-06

RDVY FIRST TR EXCHANGE TRADED FD2.8K sharesnew addition2026-06-302026-08-06

IVE ISHARES TR942 sharesnew addition2026-06-302026-08-06

HAPI HARBOR ETF TRUST4.7K sharesnew addition2026-06-302026-08-06

Sponsored

JPRE J P MORGAN EXCHANGE TRADED F4.0K sharesnew addition2026-06-302026-08-06

VISA INC VISA INC594 shares-14.41%2026-06-302026-08-06

SCHG

SCHWAB STRATEGIC TR

-8.01%

Shares796.7K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

261.04%

Shares192.9K

Event2026-06-30

Filed2026-08-06

LVHI

LEGG MASON ETF INVT

15.79%

Shares531.0K

Event2026-06-30

Filed2026-08-06

DGRW

WISDOMTREE TR

-5.38%

Shares208.5K

Event2026-06-30

Filed2026-08-06

SPHQ

INVESCO EXCHANGE TRADED FD T

-5.89%

Shares205.0K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

332.14%

Shares164.3K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

3.06%

Shares27.3K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

-5.35%

Shares26.1K

Event2026-06-30

Filed2026-08-06

TPL

TEXAS PACIFIC LAND CORPORATI

0.00%

Shares11.6K

Event2026-06-30

Filed2026-08-06

AVUV

AMERICAN CENTY ETF TR

9.06%

Shares40.5K

Event2026-06-30

Filed2026-08-06

ESML

ISHARES TR

8.32%

Shares86.9K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

3.11%

Shares6.2K

Event2026-06-30

Filed2026-08-06

JEPI

J P MORGAN EXCHANGE TRADED F

-1.45%

Shares77.6K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

8.50%

Shares5.8K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

-5.63%

Shares46.8K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

0.69%

Shares9.9K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

-16.02%

Shares111.6K

Event2026-06-30

Filed2026-08-06

ACCENTURE PLC IRELAND

-6.57%

Shares27.7K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

2.51%

Shares14.3K

Event2026-06-30

Filed2026-08-06

IBRX

IMMUNITYBIO INC

6.78%

Shares302.4K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

0.65%

Shares5.9K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

-6.91%

Shares1.7K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

-10.15%

Shares8.1K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

-6.67%

Shares12.5K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-8.25%

Shares4.9K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

696.87%

Shares12.5K

Event2026-06-30

Filed2026-08-06

AOA

ISHARES TR

-5.77%

Shares15.0K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-06

PBT

PERMIAN BASIN RTY TR

0.00%

Shares52.5K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

-21.04%

Shares4.9K

Event2026-06-30

Filed2026-08-06

PLD

PROLOGIS INC.

New

Shares9.0K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

-1.17%

Shares3.3K

Event2026-06-30

Filed2026-08-06

IWD

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-06

QUANTA SVCS INC

-11.72%

Shares1.4K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

115.12%

Shares3.0K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

109.17%

Shares3.6K

Event2026-06-30

Filed2026-08-06

SPYG

SPDR SERIES TRUST

-1.27%

Shares7.4K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

-12.22%

Shares934

Event2026-06-30

Filed2026-08-06

VLU

SPDR SERIES TRUST

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

78.61%

Shares4.5K

Event2026-06-30

Filed2026-08-06

AVDE

AMERICAN CENTY ETF TR

0.81%

Shares9.3K

Event2026-06-30

Filed2026-08-06

QQQM

INVESCO EXCH TRADED FD TR II

18.85%

Shares2.7K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-32.21%

Shares1.7K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

66.35%

Shares2.1K

Event2026-06-30

Filed2026-08-06

ALAB

ASTERA LABS INC

New

Shares1.6K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

15.84%

Shares1.5K

Event2026-06-30

Filed2026-08-06

ASTRAZENECA PLC

-11.73%

Shares3.7K

Event2026-06-30

Filed2026-08-06

NETFLIX INC.

24.17%

Shares9.7K

Event2026-06-30

Filed2026-08-06

PNC

PNC FINL SVCS GROUP INC

New

Shares2.8K

Event2026-06-30

Filed2026-08-06

WELL

WELLTOWER INC

New

Shares3.0K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

New

Shares5.1K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

64.09%

Shares5.8K

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC

-23.47%

Shares3.9K

Event2026-06-30

Filed2026-08-06

SHOP

SHOPIFY INC

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-06

SCHW

SCHWAB CHARLES CORP

87.28%

Shares7.1K

Event2026-06-30

Filed2026-08-06

HEFA

ISHARES TR

0.00%

Shares13.9K

Event2026-06-30

Filed2026-08-06

AOR

ISHARES TR

4.53%

Shares9.3K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

New

Shares942

Event2026-06-30

Filed2026-08-06

RWL

INVESCO EXCH TRADED FD TR II

-5.30%

Shares5.0K

Event2026-06-30

Filed2026-08-06

APD

AIR PRODUCTS AND CHEMICALS I

82.10%

Shares2.1K

Event2026-06-30

Filed2026-08-06

FNDE

SCHWAB STRATEGIC TR

90.65%

Shares15.5K

Event2026-06-30

Filed2026-08-06

EMR

EMERSON ELEC CO

New

Shares4.3K

Event2026-06-30

Filed2026-08-06

JOHNSON CONTROLS INTERNATION

New

Shares4.2K

Event2026-06-30

Filed2026-08-06

AER

AERCAP HOLDINGS NV

New

Shares4.2K

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HLDGS INC

-7.32%

Shares772

Event2026-06-30

Filed2026-08-06

APTIV PLC

New

Shares9.5K

Event2026-06-30

Filed2026-08-06

NXP SEMICONDUCTORS N V

New

Shares2.1K

Event2026-06-30

Filed2026-08-06

BLK

BLACKROCK INC

New

Shares598

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

New

Shares6.4K

Event2026-06-30

Filed2026-08-06

PLANET LABS PBC

0.00%

Shares16.9K

Event2026-06-30

Filed2026-08-06

RKLB

ROCKET LAB CORP

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-06

VOE

VANGUARD INDEX FDS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-06

BLOOM ENERGY CORP

-38.06%

Shares1.8K

Event2026-06-30

Filed2026-08-06

GLNK

GRAYSCALE CHAINLINK TR ETF

69.21%

Shares85.2K

Event2026-06-30

Filed2026-08-06

NBIS

NEBIUS GROUP N.V.

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

XYLD

GLOBAL X FDS

-1.92%

Shares12.8K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

500.00%

Shares5.9K

Event2026-06-30

Filed2026-08-06

BITWISE CHAINLINK ETF

42.94%

Shares38.9K

Event2026-06-30

Filed2026-08-06

MRVL

MARVELL TECHNOLOGY INC

-35.90%

Shares1.7K

Event2026-06-30

Filed2026-08-06

ORACLE CORP

-18.10%

Shares3.3K

Event2026-06-30

Filed2026-08-06

VONG

VANGUARD SCOTTSDALE FDS

-5.72%

Shares3.6K

Event2026-06-30

Filed2026-08-06

SMTC

SEMTECH CORP

New

Shares2.8K

Event2026-06-30

Filed2026-08-06

CRM

SALESFORCE INC

26.06%

Shares2.8K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

0.00%

Shares414

Event2026-06-30

Filed2026-08-06

DON

WISDOMTREE TR

New

Shares7.4K

Event2026-06-30

Filed2026-08-06

TGT

TARGET CORP

New

Shares3.1K

Event2026-06-30

Filed2026-08-06

MEDTRONIC PLC

New

Shares4.8K

Event2026-06-30

Filed2026-08-06

CRS

CARPENTER TECHNOLOGY CORP

New

Shares565

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

-67.46%

Shares465

Event2026-06-30

Filed2026-08-06

XHB

SPDR SERIES TRUST

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-06

LUMENTUM HLDGS INC

New

Shares386

Event2026-06-30

Filed2026-08-06

ESGD

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-06

CGNX

COGNEX CORP

New

Shares4.4K

Event2026-06-30

Filed2026-08-06

VOT

VANGUARD INDEX FDS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

SCHM

SCHWAB STRATEGIC TR

9.02%

Shares8.6K

Event2026-06-30

Filed2026-08-06

VBR

VANGUARD INDEX FDS

-17.88%

Shares1.3K

Event2026-06-30

Filed2026-08-06

DHS

WISDOMTREE TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-06

MP MATERIALS CORP

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-06

SITM

SITIME CORP

New

Shares400

Event2026-06-30

Filed2026-08-06

DGRO

ISHARES TR

-20.76%

Shares3.7K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

0.00%

Shares665

Event2026-06-30

Filed2026-08-06

DBEF

DBX ETF TR

New

Shares5.1K

Event2026-06-30

Filed2026-08-06

CFR

CULLEN FROST BANKERS INC

New

Shares1.8K

Event2026-06-30

Filed2026-08-06

FRT

FEDERAL RLTY INVT TR NEW

New

Shares2.2K

Event2026-06-30

Filed2026-08-06

EWBC

EAST WEST BANCORP INC

New

Shares2.1K

Event2026-06-30

Filed2026-08-06

IBIT

ISHARES BITCOIN TRUST ETF

-12.18%

Shares7.9K

Event2026-06-30

Filed2026-08-06

VCR

VANGUARD WORLD FD

0.00%

Shares664

Event2026-06-30

Filed2026-08-06

ABCL

ABCELLERA BIOLOGICS INC

0.00%

Shares33.0K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

New

Shares211

Event2026-06-30

Filed2026-08-06

GTLS

CHART INDS INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

0.00%

Shares784

Event2026-06-30

Filed2026-08-06

CLF

CLEVELAND-CLIFFS INC NEW

New

Shares25.3K

Event2026-06-30

Filed2026-08-06

XMMO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

OMFL

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-06

PJP

INVESCO EXCHANGE TRADED FD T

New

Shares1.9K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

24.26%

Shares1.7K

Event2026-06-30

Filed2026-08-06

RDVY

FIRST TR EXCHANGE TRADED FD

New

Shares2.8K

Event2026-06-30

Filed2026-08-06

IVE

ISHARES TR

New

Shares942

Event2026-06-30

Filed2026-08-06

HAPI

HARBOR ETF TRUST

New

Shares4.7K

Event2026-06-30

Filed2026-08-06

JPRE

J P MORGAN EXCHANGE TRADED F

New

Shares4.0K

Event2026-06-30

Filed2026-08-06

VISA INC

-14.41%

Shares594

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available