Sponsored

The Analysis of Morton Capital Management LLC/CA's Holdings & P&L

Currently, Morton Capital Management LLC/CA holds 160 types of securities in its portfolio with a total value $731.3M. In the most recent quarter, they have increased their positions in JPST (+573.7K shares, valued at $29.0M), DFAC (+76.5K shares, valued at $3.4M), OUNZ (+86.1K shares, valued at $3.3M); decreased their positions in LLY (-572 shares, valued at $685.8K), IWD (-2.3K shares, valued at $546.7K), HAP (-7.7K shares, valued at $527.8K); initiated new positions in JPST (+573.7K shares, valued at $29.0M), VBIL (+17.2K shares, valued at $1.3M), INTC (+6.1K shares, valued at $855.4K).

1M P&L

+16.4M+3.07%

3M P&L

+11.0M+2.05%

HY P&L

+11.5M+2.13%

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/A608.7M

88.5%

2Consumer Electronics16.7M

2.4%

3Software - Infrastructure15.1M

2.2%

Top Industries by Stock Count

1N/A76 stocks

55.5%

2Semiconductors8 stocks

5.8%

3Drug Manufacturers - General5 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

OUNZ VANECK MERK GOLD ETF3.5M shares2.51%2026-06-302026-07-23

DFAX DIMENSIONAL ETF TRUST2.5M shares3.08%2026-06-302026-07-23

USFR WISDOMTREE TR1.7M shares3.74%2026-06-302026-07-23

FLXR TCW ETF TRUST1.8M shares0.67%2026-06-302026-07-23

DFAC DIMENSIONAL ETF TRUST1.6M shares5.08%2026-06-302026-07-23

JPST J P MORGAN EXCHANGE TRADED F573.7K sharesnew addition2026-06-302026-07-23

HAP VANECK ETF TRUST372.6K shares-2.02%2026-06-302026-07-23

AAPL APPLE INC57.8K shares-0.15%2026-06-302026-07-23

Sponsored

MSFT MICROSOFT CORP40.0K shares3.54%2026-06-302026-07-23

DCOR DIMENSIONAL ETF TRUST154.0K shares-0.34%2026-06-302026-07-23

IAU ISHARES GOLD TR150.1K shares-1.01%2026-06-302026-07-23

IWD ISHARES TR45.1K shares-4.77%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T12.3K shares12.66%2026-06-302026-07-23

DFAU DIMENSIONAL ETF TRUST150.2K shares0.63%2026-06-302026-07-23

VIG VANGUARD SPECIALIZED FUNDS23.3K shares1.26%2026-06-302026-07-23

QQQ INVESCO QQQ TR7.4K shares0.23%2026-06-302026-07-23

Sponsored

PID INVESCO EXCHANGE TRADED FD T236.5K shares-3.00%2026-06-302026-07-23

AMZN AMAZON COM INC19.9K shares2.69%2026-06-302026-07-23

VANECK ETF TRUST VANECK ETF TRUST62.5K shares0.82%2026-06-302026-07-23

NVDA NVIDIA CORPORATION23.4K shares33.19%2026-06-302026-07-23

GOOGL ALPHABET INC12.5K shares5.63%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO10.7K shares-1.02%2026-06-302026-07-23

PG PROCTER & GAMBLE CO22.6K shares-2.10%2026-06-302026-07-23

CISCO SYS INC CISCO SYS INC26.2K shares1.04%2026-06-302026-07-23

Sponsored

GOOG ALPHABET INC8.6K shares0.22%2026-06-302026-07-23

ISHARES TR ISHARES TR30.0K shares-4.03%2026-06-302026-07-23

ABBVIE INC ABBVIE INC10.0K shares4.17%2026-06-302026-07-23

IWF ISHARES TR19.1K shares302.83%2026-06-302026-07-23

AMGN AMGEN INC6.4K shares-2.02%2026-06-302026-07-23

ISHARES TR ISHARES TR2.8K shares-15.79%2026-06-302026-07-23

IWB ISHARES TR5.0K shares6.53%2026-06-302026-07-23

DIA STATE STR SPDR DOW JONES IND3.9K shares0.00%2026-06-302026-07-23

Sponsored

NTSX WISDOMTREE TR33.1K shares0.27%2026-06-302026-07-23

BROADCOM INC BROADCOM INC5.0K shares9.60%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS5.0K shares-18.07%2026-06-302026-07-23

IVW ISHARES TR13.0K shares2.77%2026-06-302026-07-23

VOO VANGUARD INDEX FDS2.6K shares-5.77%2026-06-302026-07-23

VISA INC VISA INC4.7K shares19.70%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC2.7K shares5.37%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON5.9K shares7.63%2026-06-302026-07-23

Sponsored

HD HOME DEPOT INC4.1K shares23.23%2026-06-302026-07-23

VYM VANGUARD WHITEHALL FDS8.9K shares-8.63%2026-06-302026-07-23

EXXON MOBIL CORP EXXON MOBIL CORP10.2K shares1.20%2026-06-302026-07-23

VBIL VANGUARD INSTL INDEX FD17.2K sharesnew addition2026-06-302026-07-23

ORACLE CORP ORACLE CORP8.5K shares1.52%2026-06-302026-07-23

VV VANGUARD INDEX FDS3.4K shares0.00%2026-06-302026-07-23

KMI KINDER MORGAN INC DEL36.6K shares0.72%2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.2K shares24.59%2026-06-302026-07-23

Sponsored

LLY ELI LILLY & CO905 shares-38.73%2026-06-302026-07-23

GLD SPDR GOLD TR2.8K shares-7.49%2026-06-302026-07-23

MRK MERCK & CO INC7.5K shares8.63%2026-06-302026-07-23

RSP INVESCO EXCHANGE TRADED FD T4.5K shares9.95%2026-06-302026-07-23

ET ENERGY TRANSFER L P49.9K shares1.36%2026-06-302026-07-23

DFAE DIMENSIONAL ETF TRUST22.4K shares0.50%2026-06-302026-07-23

EPD ENTERPRISE PRODS PARTNERS L24.4K shares0.84%2026-06-302026-07-23

RTX CORPORATION RTX CORPORATION4.6K shares1.90%2026-06-302026-07-23

Sponsored

TXN TEXAS INSTRS INC2.9K shares0.14%2026-06-302026-07-23

INTC INTEL CORP6.1K sharesnew addition2026-06-302026-07-23

CVX CHEVRON CORPORATION4.8K shares19.58%2026-06-302026-07-23

WASTE MGMT INC DEL WASTE MGMT INC DEL3.5K shares0.00%2026-06-302026-07-23

APPLIED MATLS INC APPLIED MATLS INC1.0K sharesnew addition2026-06-302026-07-23

MU MICRON TECHNOLOGY INC613 shares-5.26%2026-06-302026-07-23

CAT CATERPILLAR INC646 shares-5.56%2026-06-302026-07-23

IJH ISHARES TR8.8K shares1.75%2026-06-302026-07-23

Sponsored

MLPA GLOBAL X FDS12.6K shares0.00%2026-06-302026-07-23

HONEYWELL INTL INC HONEYWELL INTL INC3.0K sharesnew addition2026-06-302026-07-23

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.0K sharesnew addition2026-06-302026-07-23

OKE ONEOK INC NEW7.6K shares0.74%2026-06-302026-07-23

EEM ISHARES TR9.6K shares0.00%2026-06-302026-07-23

IBM INTERNATIONAL BUSINESS MACHS2.3K shares-0.98%2026-06-302026-07-23

VWO VANGUARD INTL EQUITY INDEX F10.8K shares19.51%2026-06-302026-07-23

VGIT VANGUARD SCOTTSDALE FDS10.7K shares0.00%2026-06-302026-07-23

Sponsored

IVE ISHARES TR2.8K shares4.15%2026-06-302026-07-23

GS GOLDMAN SACHS GROUP INC617 shares7.68%2026-06-302026-07-23

SCHX SCHWAB STRATEGIC TR20.9K shares0.61%2026-06-302026-07-23

EMC GLOBAL X FDS16.3K shares0.00%2026-06-302026-07-23

GNR SPDR INDEX SHS FDS9.0K shares0.39%2026-06-302026-07-23

MGK VANGUARD WORLD FD6.8K shares637.27%2026-06-302026-07-23

SLV ISHARES SILVER TR11.0K shares-0.22%2026-06-302026-07-23

BBJP J P MORGAN EXCHANGE TRADED F7.8K shares1.32%2026-06-302026-07-23

Sponsored

SCZ ISHARES TR7.0K shares1.38%2026-06-302026-07-23

IEMG ISHARES INC6.9K shares-5.49%2026-06-302026-07-23

VXUS VANGUARD STAR FDS6.3K shares73.23%2026-06-302026-07-23

VEA VANGUARD TAX-MANAGED FDS7.2K shares19.80%2026-06-302026-07-23

NEXTERA ENERGY INC NEXTERA ENERGY INC5.7K shares-3.43%2026-06-302026-07-23

TSLA TESLA INC1.2K shares3.02%2026-06-302026-07-23

DIS DISNEY WALT CO5.0K shares0.52%2026-06-302026-07-23

QUAL ISHARES TR2.2K shares31.57%2026-06-302026-07-23

Sponsored

BITB BITWISE BITCOIN ETF TR14.9K shares1.20%2026-06-302026-07-23

MASTERCARD INCORPORATED MASTERCARD INCORPORATED898 shares0.67%2026-06-302026-07-23

ADI ANALOG DEVICES INC1.1K shares5.73%2026-06-302026-07-23

ANET ARISTA NETWORKS INC2.6K sharesnew addition2026-06-302026-07-23

VUG VANGUARD INDEX FDS4.9K shares228.56%2026-06-302026-07-23

VO VANGUARD INDEX FDS5.2K shares172.73%2026-06-302026-07-23

EFA ISHARES TR3.9K shares0.00%2026-06-302026-07-23

BAC BANK OF AMER CORP6.7K shares4.68%2026-06-302026-07-23

Sponsored

PM PHILIP MORRIS INTL INC2.1K shares1.50%2026-06-302026-07-23

GDV GABELLI DIVID & INCOME TR12.9K shares-5.68%2026-06-302026-07-23

BINC BLACKROCK ETF TRUST II7.2K sharesnew addition2026-06-302026-07-23

DE DEERE & CO586 shares0.51%2026-06-302026-07-23

DFSU DIMENSIONAL ETF TRUST7.9K shares0.03%2026-06-302026-07-23

TSM TAIWAN SEMICONDUCTOR MANUFAC767 shares1.05%2026-06-302026-07-23

AIQ GLOBAL X FDS5.5K sharesnew addition2026-06-302026-07-23

BBCA J P MORGAN EXCHANGE TRADED F3.6K shares-1.75%2026-06-302026-07-23

Sponsored

VGT VANGUARD WORLD FD3.0K shares700.00%2026-06-302026-07-23

NETFLIX INC. NETFLIX INC.4.9K shares2.10%2026-06-302026-07-23

SBUX STARBUCKS CORP3.4K shares29.76%2026-06-302026-07-23

GRMN GARMIN LTD1.4K shares0.00%2026-06-302026-07-23

VTV VANGUARD INDEX FDS1.6K shares0.00%2026-06-302026-07-23

VLO VALERO ENERGY CORP1.3K shares0.08%2026-06-302026-07-23

BA BOEING CO1.6K shares13.18%2026-06-302026-07-23

GBIL GOLDMAN SACHS ETF TR3.4K shares3.50%2026-06-302026-07-23

Sponsored

SCHG SCHWAB STRATEGIC TR9.9K sharesnew addition2026-06-302026-07-23

BBEU J P MORGAN EXCHANGE TRADED F4.3K shares3.00%2026-06-302026-07-23

IJR ISHARES TR2.2K shares1.60%2026-06-302026-07-23

XNTK SPDR SERIES TRUST800 shares0.00%2026-06-302026-07-23

VOOG VANGUARD ADMIRAL FDS INC3.6K sharesnew addition2026-06-302026-07-23

BX BLACKSTONE INC2.5K shares0.00%2026-06-302026-07-23

NTAP NETAPP INC1.9K shares-4.93%2026-06-302026-07-23

GEV GE VERNOVA INC237 sharesnew addition2026-06-302026-07-23

Sponsored

EBAY EBAY INC.2.5K shares-22.27%2026-06-302026-07-23

SCHF SCHWAB STRATEGIC TR9.9K shares11.81%2026-06-302026-07-23

QCOM QUALCOMM INC1.5K shares-25.67%2026-06-302026-07-23

MDLZ MONDELEZ INTL INC4.7K shares14.30%2026-06-302026-07-23

UNP UNION PAC CORP972 shares2.10%2026-06-302026-07-23

DISV DIMENSIONAL ETF TRUST6.6K shares4.53%2026-06-302026-07-23

GE GE AEROSPACE699 sharesnew addition2026-06-302026-07-23

C CITIGROUP INC1.9K sharesnew addition2026-06-302026-07-23

Sponsored

DVY ISHARES TR1.6K shares0.00%2026-06-302026-07-23

FEX FIRST TR EXCHANGE-TRADED ALP1.8K sharesnew addition2026-06-302026-07-23

GRAL GRAIL INC3.7K sharesnew addition2026-06-302026-07-23

SOXX ISHARES TR389 sharesnew addition2026-06-302026-07-23

WMT WALMART INC2.2K shares35.26%2026-06-302026-07-23

QQEW FIRST TR EXCHANGE-TRADED FD1.5K sharesnew addition2026-06-302026-07-23

CMCSA COMCAST CORP NEW10.0K shares26.12%2026-06-302026-07-23

GDOT GREEN DOT CORP17.9K shares0.00%2026-06-302026-07-23

Sponsored

BBAX J P MORGAN EXCHANGE TRADED F4.0K shares2.63%2026-06-302026-07-23

GILD GILEAD SCIENCES INC1.9K shares3.92%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC408 sharesnew addition2026-06-302026-07-23

FTNT FORTINET INC1.5K sharesnew addition2026-06-302026-07-23

DFUV DIMENSIONAL ETF TRUST4.3K sharesnew addition2026-06-302026-07-23

MGV VANGUARD WORLD FD1.4K sharesnew addition2026-06-302026-07-23

DFUS DIMENSIONAL ETF TRUST2.8K shares0.53%2026-06-302026-07-23

PYPL PAYPAL HLDGS INC5.3K shares17.43%2026-06-302026-07-23

Sponsored

INVH INVITATION HOMES INC7.6K sharesnew addition2026-06-302026-07-23

MCD MCDONALDS CORP845 shares29.20%2026-06-302026-07-23

CMF ISHARES TR4.0K shares6.69%2026-06-302026-07-23

VTEB VANGUARD MUN BD FDS4.4K shares0.00%2026-06-302026-07-23

PEG PUBLIC SVC ENTERPRISE GROUP2.7K shares0.00%2026-06-302026-07-23

MUB ISHARES TR2.0K sharesnew addition2026-06-302026-07-23

CARR CARRIER GLOBAL CORPORATION2.8K sharesnew addition2026-06-302026-07-23

XEL XCEL ENERGY INC2.6K shares0.00%2026-06-302026-07-23

Sponsored

ESS ESSEX PPTY TR INC707 sharesnew addition2026-06-302026-07-23

ABT ABBOTT LABORATORIES2.3K shares-9.12%2026-06-302026-07-23

MTUM ISHARES TR598 sharesnew addition2026-06-302026-07-23

FNDX SCHWAB STRATEGIC TR6.5K sharesnew addition2026-06-302026-07-23

IWV ISHARES TR474 sharesnew addition2026-06-302026-07-23

LWLG LIGHTWAVE LOGIC INC11.0K sharesnew addition2026-06-302026-07-23

GABELLI EQUITY TR INC GABELLI EQUITY TR INC12.1K shares0.05%2026-06-302026-07-23

TELO TELOMIR PHARMACEUTICALS INC12.7K shares0.00%2026-06-302026-07-23

Sponsored

OUNZ

VANECK MERK GOLD ETF

2.51%

Shares3.5M

Event2026-06-30

Filed2026-07-23

DFAX

DIMENSIONAL ETF TRUST

3.08%

Shares2.5M

Event2026-06-30

Filed2026-07-23

USFR

WISDOMTREE TR

3.74%

Shares1.7M

Event2026-06-30

Filed2026-07-23

FLXR

TCW ETF TRUST

0.67%

Shares1.8M

Event2026-06-30

Filed2026-07-23

DFAC

DIMENSIONAL ETF TRUST

5.08%

Shares1.6M

Event2026-06-30

Filed2026-07-23

JPST

J P MORGAN EXCHANGE TRADED F

New

Shares573.7K

Event2026-06-30

Filed2026-07-23

HAP

VANECK ETF TRUST

-2.02%

Shares372.6K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

-0.15%

Shares57.8K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

3.54%

Shares40.0K

Event2026-06-30

Filed2026-07-23

DCOR

DIMENSIONAL ETF TRUST

-0.34%

Shares154.0K

Event2026-06-30

Filed2026-07-23

IAU

ISHARES GOLD TR

-1.01%

Shares150.1K

Event2026-06-30

Filed2026-07-23

IWD

ISHARES TR

-4.77%

Shares45.1K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

12.66%

Shares12.3K

Event2026-06-30

Filed2026-07-23

DFAU

DIMENSIONAL ETF TRUST

0.63%

Shares150.2K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD SPECIALIZED FUNDS

1.26%

Shares23.3K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

0.23%

Shares7.4K

Event2026-06-30

Filed2026-07-23

PID

INVESCO EXCHANGE TRADED FD T

-3.00%

Shares236.5K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

2.69%

Shares19.9K

Event2026-06-30

Filed2026-07-23

VANECK ETF TRUST

0.82%

Shares62.5K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

33.19%

Shares23.4K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

5.63%

Shares12.5K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

-1.02%

Shares10.7K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

-2.10%

Shares22.6K

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

1.04%

Shares26.2K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

0.22%

Shares8.6K

Event2026-06-30

Filed2026-07-23

ISHARES TR

-4.03%

Shares30.0K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

4.17%

Shares10.0K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

302.83%

Shares19.1K

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC

-2.02%

Shares6.4K

Event2026-06-30

Filed2026-07-23

ISHARES TR

-15.79%

Shares2.8K

Event2026-06-30

Filed2026-07-23

IWB

ISHARES TR

6.53%

Shares5.0K

Event2026-06-30

Filed2026-07-23

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-23

NTSX

WISDOMTREE TR

0.27%

Shares33.1K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

9.60%

Shares5.0K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

-18.07%

Shares5.0K

Event2026-06-30

Filed2026-07-23

IVW

ISHARES TR

2.77%

Shares13.0K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

-5.77%

Shares2.6K

Event2026-06-30

Filed2026-07-23

VISA INC

19.70%

Shares4.7K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

5.37%

Shares2.7K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

7.63%

Shares5.9K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

23.23%

Shares4.1K

Event2026-06-30

Filed2026-07-23

VYM

VANGUARD WHITEHALL FDS

-8.63%

Shares8.9K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

1.20%

Shares10.2K

Event2026-06-30

Filed2026-07-23

VBIL

VANGUARD INSTL INDEX FD

New

Shares17.2K

Event2026-06-30

Filed2026-07-23

ORACLE CORP

1.52%

Shares8.5K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-23

KMI

KINDER MORGAN INC DEL

0.72%

Shares36.6K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

24.59%

Shares1.2K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

-38.73%

Shares905

Event2026-06-30

Filed2026-07-23

GLD

SPDR GOLD TR

-7.49%

Shares2.8K

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO INC

8.63%

Shares7.5K

Event2026-06-30

Filed2026-07-23

RSP

INVESCO EXCHANGE TRADED FD T

9.95%

Shares4.5K

Event2026-06-30

Filed2026-07-23

ENERGY TRANSFER L P

1.36%

Shares49.9K

Event2026-06-30

Filed2026-07-23

DFAE

DIMENSIONAL ETF TRUST

0.50%

Shares22.4K

Event2026-06-30

Filed2026-07-23

EPD

ENTERPRISE PRODS PARTNERS L

0.84%

Shares24.4K

Event2026-06-30

Filed2026-07-23

RTX CORPORATION

1.90%

Shares4.6K

Event2026-06-30

Filed2026-07-23

TXN

TEXAS INSTRS INC

0.14%

Shares2.9K

Event2026-06-30

Filed2026-07-23

INTC

INTEL CORP

New

Shares6.1K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORPORATION

19.58%

Shares4.8K

Event2026-06-30

Filed2026-07-23

WASTE MGMT INC DEL

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-23

APPLIED MATLS INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

-5.26%

Shares613

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

-5.56%

Shares646

Event2026-06-30

Filed2026-07-23

IJH

ISHARES TR

1.75%

Shares8.8K

Event2026-06-30

Filed2026-07-23

MLPA

GLOBAL X FDS

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-23

HONEYWELL INTL INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-23

HONEYWELL AEROSPACE INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-23

OKE

ONEOK INC NEW

0.74%

Shares7.6K

Event2026-06-30

Filed2026-07-23

EEM

ISHARES TR

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-23

IBM

INTERNATIONAL BUSINESS MACHS

-0.98%

Shares2.3K

Event2026-06-30

Filed2026-07-23

VWO

VANGUARD INTL EQUITY INDEX F

19.51%

Shares10.8K

Event2026-06-30

Filed2026-07-23

VGIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-23

IVE

ISHARES TR

4.15%

Shares2.8K

Event2026-06-30

Filed2026-07-23

GOLDMAN SACHS GROUP INC

7.68%

Shares617

Event2026-06-30

Filed2026-07-23

SCHX

SCHWAB STRATEGIC TR

0.61%

Shares20.9K

Event2026-06-30

Filed2026-07-23

EMC

GLOBAL X FDS

0.00%

Shares16.3K

Event2026-06-30

Filed2026-07-23

GNR

SPDR INDEX SHS FDS

0.39%

Shares9.0K

Event2026-06-30

Filed2026-07-23

MGK

VANGUARD WORLD FD

637.27%

Shares6.8K

Event2026-06-30

Filed2026-07-23

SLV

ISHARES SILVER TR

-0.22%

Shares11.0K

Event2026-06-30

Filed2026-07-23

BBJP

J P MORGAN EXCHANGE TRADED F

1.32%

Shares7.8K

Event2026-06-30

Filed2026-07-23

SCZ

ISHARES TR

1.38%

Shares7.0K

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC

-5.49%

Shares6.9K

Event2026-06-30

Filed2026-07-23

VXUS

VANGUARD STAR FDS

73.23%

Shares6.3K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD TAX-MANAGED FDS

19.80%

Shares7.2K

Event2026-06-30

Filed2026-07-23

NEXTERA ENERGY INC

-3.43%

Shares5.7K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

3.02%

Shares1.2K

Event2026-06-30

Filed2026-07-23

DIS

DISNEY WALT CO

0.52%

Shares5.0K

Event2026-06-30

Filed2026-07-23

QUAL

ISHARES TR

31.57%

Shares2.2K

Event2026-06-30

Filed2026-07-23

BITB

BITWISE BITCOIN ETF TR

1.20%

Shares14.9K

Event2026-06-30

Filed2026-07-23

MASTERCARD INCORPORATED

0.67%

Shares898

Event2026-06-30

Filed2026-07-23

ADI

ANALOG DEVICES INC

5.73%

Shares1.1K

Event2026-06-30

Filed2026-07-23

ANET

ARISTA NETWORKS INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD INDEX FDS

228.56%

Shares4.9K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

172.73%

Shares5.2K

Event2026-06-30

Filed2026-07-23

EFA

ISHARES TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMER CORP

4.68%

Shares6.7K

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC

1.50%

Shares2.1K

Event2026-06-30

Filed2026-07-23

GDV

GABELLI DIVID & INCOME TR

-5.68%

Shares12.9K

Event2026-06-30

Filed2026-07-23

BINC

BLACKROCK ETF TRUST II

New

Shares7.2K

Event2026-06-30

Filed2026-07-23

DEERE & CO

0.51%

Shares586

Event2026-06-30

Filed2026-07-23

DFSU

DIMENSIONAL ETF TRUST

0.03%

Shares7.9K

Event2026-06-30

Filed2026-07-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.05%

Shares767

Event2026-06-30

Filed2026-07-23

AIQ

GLOBAL X FDS

New

Shares5.5K

Event2026-06-30

Filed2026-07-23

BBCA

J P MORGAN EXCHANGE TRADED F

-1.75%

Shares3.6K

Event2026-06-30

Filed2026-07-23

VGT

VANGUARD WORLD FD

700.00%

Shares3.0K

Event2026-06-30

Filed2026-07-23

NETFLIX INC.

2.10%

Shares4.9K

Event2026-06-30

Filed2026-07-23

SBUX

STARBUCKS CORP

29.76%

Shares3.4K

Event2026-06-30

Filed2026-07-23

GRMN

GARMIN LTD

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-23

VLO

VALERO ENERGY CORP

0.08%

Shares1.3K

Event2026-06-30

Filed2026-07-23

BOEING CO

13.18%

Shares1.6K

Event2026-06-30

Filed2026-07-23

GBIL

GOLDMAN SACHS ETF TR

3.50%

Shares3.4K

Event2026-06-30

Filed2026-07-23

SCHG

SCHWAB STRATEGIC TR

New

Shares9.9K

Event2026-06-30

Filed2026-07-23

BBEU

J P MORGAN EXCHANGE TRADED F

3.00%

Shares4.3K

Event2026-06-30

Filed2026-07-23

IJR

ISHARES TR

1.60%

Shares2.2K

Event2026-06-30

Filed2026-07-23

XNTK

SPDR SERIES TRUST

0.00%

Shares800

Event2026-06-30

Filed2026-07-23

VOOG

VANGUARD ADMIRAL FDS INC

New

Shares3.6K

Event2026-06-30

Filed2026-07-23

BLACKSTONE INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-23

NTAP

NETAPP INC

-4.93%

Shares1.9K

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC

New

Shares237

Event2026-06-30

Filed2026-07-23

EBAY

EBAY INC.

-22.27%

Shares2.5K

Event2026-06-30

Filed2026-07-23

SCHF

SCHWAB STRATEGIC TR

11.81%

Shares9.9K

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC

-25.67%

Shares1.5K

Event2026-06-30

Filed2026-07-23

MDLZ

MONDELEZ INTL INC

14.30%

Shares4.7K

Event2026-06-30

Filed2026-07-23

UNP

UNION PAC CORP

2.10%

Shares972

Event2026-06-30

Filed2026-07-23

DISV

DIMENSIONAL ETF TRUST

4.53%

Shares6.6K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE

New

Shares699

Event2026-06-30

Filed2026-07-23

CITIGROUP INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-23

DVY

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-23

FEX

FIRST TR EXCHANGE-TRADED ALP

New

Shares1.8K

Event2026-06-30

Filed2026-07-23

GRAL

GRAIL INC

New

Shares3.7K

Event2026-06-30

Filed2026-07-23

SOXX

ISHARES TR

New

Shares389

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

35.26%

Shares2.2K

Event2026-06-30

Filed2026-07-23

QQEW

FIRST TR EXCHANGE-TRADED FD

New

Shares1.5K

Event2026-06-30

Filed2026-07-23

CMCSA

COMCAST CORP NEW

26.12%

Shares10.0K

Event2026-06-30

Filed2026-07-23

GDOT

GREEN DOT CORP

0.00%

Shares17.9K

Event2026-06-30

Filed2026-07-23

BBAX

J P MORGAN EXCHANGE TRADED F

2.63%

Shares4.0K

Event2026-06-30

Filed2026-07-23

GILD

GILEAD SCIENCES INC

3.92%

Shares1.9K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

New

Shares408

Event2026-06-30

Filed2026-07-23

FTNT

FORTINET INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-23

DFUV

DIMENSIONAL ETF TRUST

New

Shares4.3K

Event2026-06-30

Filed2026-07-23

MGV

VANGUARD WORLD FD

New

Shares1.4K

Event2026-06-30

Filed2026-07-23

DFUS

DIMENSIONAL ETF TRUST

0.53%

Shares2.8K

Event2026-06-30

Filed2026-07-23

PYPL

PAYPAL HLDGS INC

17.43%

Shares5.3K

Event2026-06-30

Filed2026-07-23

INVH

INVITATION HOMES INC

New

Shares7.6K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP

29.20%

Shares845

Event2026-06-30

Filed2026-07-23

CMF

ISHARES TR

6.69%

Shares4.0K

Event2026-06-30

Filed2026-07-23

VTEB

VANGUARD MUN BD FDS

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-23

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-23

MUB

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-23

CARR

CARRIER GLOBAL CORPORATION

New

Shares2.8K

Event2026-06-30

Filed2026-07-23

XEL

XCEL ENERGY INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-23

ESS

ESSEX PPTY TR INC

New

Shares707

Event2026-06-30

Filed2026-07-23

ABT

ABBOTT LABORATORIES

-9.12%

Shares2.3K

Event2026-06-30

Filed2026-07-23

MTUM

ISHARES TR

New

Shares598

Event2026-06-30

Filed2026-07-23

FNDX

SCHWAB STRATEGIC TR

New

Shares6.5K

Event2026-06-30

Filed2026-07-23

IWV

ISHARES TR

New

Shares474

Event2026-06-30

Filed2026-07-23

LWLG

LIGHTWAVE LOGIC INC

New

Shares11.0K

Event2026-06-30

Filed2026-07-23

GABELLI EQUITY TR INC

0.05%

Shares12.1K

Event2026-06-30

Filed2026-07-23

TELO

TELOMIR PHARMACEUTICALS INC

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available