Sponsored

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

Currently, National Wealth Management Group, LLC holds 226 types of securities in its portfolio with a total value $323.4M. In the most recent quarter, they have increased their positions in N/A (+136.9K shares, valued at $12.0M), VGT (+27.9K shares, valued at $3.3M), IDEV (+37.0K shares, valued at $3.3M); decreased their positions in TCAF (-104.1K shares, valued at $4.3M), TCHP (-81.8K shares, valued at $4.1M), CGMM (-70.2K shares, valued at $2.3M); initiated new positions in N/A (+47.1K shares, valued at $2.6M), RSHO (+34.5K shares, valued at $2.2M), SCHF (+39.4K shares, valued at $1.1M).

1M P&L

+15.1M+6.48%

3M P&L

+3.3M+1.33%

HY P&L

-3.2M-1.26%

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/A174.7M

67.1%

2Semiconductors22.3M

8.5%

3Semiconductor Equipment & Materials7.1M

2.7%

Top Industries by Stock Count

1N/A112 stocks

57.4%

2Semiconductors8 stocks

4.1%

3Aerospace & Defense6 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST258.1K shares112.95%2026-06-302026-07-14

ISHARES TR ISHARES TR14.9K shares-1.30%2026-06-302026-07-14

NVDA NVIDIA CORPORATION52.6K shares1.59%2026-06-302026-07-14

IDEV ISHARES TR116.7K shares46.41%2026-06-302026-07-14

TCAF T ROWE PRICE EXCHANGE-TRADED250.4K shares-29.37%2026-06-302026-07-14

QQQ INVESCO QQQ TR11.4K shares-1.13%2026-06-302026-07-14

IJH ISHARES TR97.9K shares20.39%2026-06-302026-07-14

TCHP T ROWE PRICE EXCHANGE-TRADED126.3K shares-39.29%2026-06-302026-07-14

Sponsored

BIL SPDR SERIES TRUST66.8K shares18.18%2026-06-302026-07-14

CGMM CAPITAL GROUP EQUITY ETF TR179.7K shares-28.11%2026-06-302026-07-14

AAPL APPLE INC19.2K shares-2.05%2026-06-302026-07-14

LRCX LAM RESEARCH CORP12.2K shares-15.16%2026-06-302026-07-14

QQQM INVESCO EXCH TRADED FD TR II15.8K shares9.72%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS12.9K shares0.57%2026-06-302026-07-14

MU MICRON TECHNOLOGY INC4.1K shares38.50%2026-06-302026-07-14

CGNG CAPITAL GROUP NEW GEOGRAPHY120.4K shares-29.71%2026-06-302026-07-14

Sponsored

VOO VANGUARD INDEX FDS6.0K shares3.30%2026-06-302026-07-14

SPMD SPDR SERIES TRUST59.9K shares243.05%2026-06-302026-07-14

GLD SPDR GOLD TR10.9K shares-5.81%2026-06-302026-07-14

CGGR CAPITAL GROUP GROWTH ETF81.7K shares4.03%2026-06-302026-07-14

VGT VANGUARD WORLD FD32.0K shares672.54%2026-06-302026-07-14

TSLA TESLA INC9.0K shares4.62%2026-06-302026-07-14

GOOGL ALPHABET INC9.7K shares-2.12%2026-06-302026-07-14

CGDG CAPITAL GROUP DIVIDEND GROWE86.1K shares-20.31%2026-06-302026-07-14

Sponsored

WDC WESTERN DIGITAL CORP4.9K shares-29.42%2026-06-302026-07-14

MSFT MICROSOFT CORP8.3K shares-19.80%2026-06-302026-07-14

AMZN AMAZON COM INC13.0K shares-1.91%2026-06-302026-07-14

SPRX LISTED FDS TR53.4K shares108.75%2026-06-302026-07-14

VUSB VANGUARD BD INDEX FDS61.8K shares-23.58%2026-06-302026-07-14

EQWL INVESCO EXCHANGE TRADED FD T22.4K shares-3.29%2026-06-302026-07-14

QTUM ETF SER SOLUTIONS17.3K shares57.75%2026-06-302026-07-14

SCHO SCHWAB STRATEGIC TR117.1K shares4.07%2026-06-302026-07-14

Sponsored

VEA VANGUARD TAX-MANAGED FDS38.9K shares238.98%2026-06-302026-07-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.8K shares-2.44%2026-06-302026-07-14

AMD ADVANCED MICRO DEVICES INC4.6K shares-1.35%2026-06-302026-07-14

GABELLI ETFS TRUST GABELLI ETFS TRUST47.1K sharesnew addition2026-06-302026-07-14

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC21.9K shares-6.22%2026-06-302026-07-14

SLV ISHARES SILVER TR46.6K shares-4.67%2026-06-302026-07-14

LMBS FIRST TR EXCHANGE-TRADED FD48.5K shares-22.38%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL4.8K shares-2.18%2026-06-302026-07-14

Sponsored

USFR WISDOMTREE TR47.3K shares-2.40%2026-06-302026-07-14

ADI ANALOG DEVICES INC6.0K shares-2.73%2026-06-302026-07-14

GE GE AEROSPACE5.9K shares-0.62%2026-06-302026-07-14

RSHO TEMA ETF TRUST34.5K sharesnew addition2026-06-302026-07-14

RDVY FIRST TR EXCHANGE TRADED FD26.4K shares-4.13%2026-06-302026-07-14

CGDV CAPITAL GROUP DIVIDEND VALUE41.4K shares86.63%2026-06-302026-07-14

APPLIED MATLS INC APPLIED MATLS INC2.8K shares-15.06%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.6K shares-9.56%2026-06-302026-07-14

Sponsored

FBND FIDELITY MERRIMACK STR TR43.1K shares19.25%2026-06-302026-07-14

BROADCOM INC BROADCOM INC4.9K shares-4.04%2026-06-302026-07-14

COWZ PACER FDS TR29.8K shares3.65%2026-06-302026-07-14

GOVT ISHARES TR80.1K shares-5.58%2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC3.1K shares-33.67%2026-06-302026-07-14

FIXD FIRST TR EXCHNG TRADED FD VI39.4K shares-1.78%2026-06-302026-07-14

SOXX ISHARES TR2.5K shares1.75%2026-06-302026-07-14

TER TERADYNE INC3.2K shares-2.60%2026-06-302026-07-14

Sponsored

USXF ISHARES TR21.2K shares-0.02%2026-06-302026-07-14

SCHE SCHWAB STRATEGIC TR40.5K shares151.62%2026-06-302026-07-14

IJR ISHARES TR9.7K shares1.60%2026-06-302026-07-14

PG PROCTER & GAMBLE CO9.7K shares-2.78%2026-06-302026-07-14

SPBO SPDR SERIES TRUST48.1K shares-3.63%2026-06-302026-07-14

SHV ISHARES TR11.7K shares-4.76%2026-06-302026-07-14

HWM HOWMET AEROSPACE INC4.8K shares52.76%2026-06-302026-07-14

JPST J P MORGAN EXCHANGE TRADED F24.8K shares-15.43%2026-06-302026-07-14

Sponsored

VIG VANGUARD SPECIALIZED FUNDS5.1K shares-0.93%2026-06-302026-07-14

CGXU CAPITAL GROUP INTL FOCUS EQT34.4K shares97.10%2026-06-302026-07-14

VTV VANGUARD INDEX FDS5.3K shares1.86%2026-06-302026-07-14

VRT VERTIV HOLDINGS CO3.4K shares-5.54%2026-06-302026-07-14

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.7K shares-0.65%2026-06-302026-07-14

IEMG ISHARES INC13.7K shares0.20%2026-06-302026-07-14

ANET ARISTA NETWORKS INC6.7K shares-1.99%2026-06-302026-07-14

MPWR MONOLITHIC PWR SYS INC811 shares-2.76%2026-06-302026-07-14

Sponsored

SCHF SCHWAB STRATEGIC TR39.4K sharesnew addition2026-06-302026-07-14

VWO VANGUARD INTL EQUITY INDEX F17.4K sharesnew addition2026-06-302026-07-14

SCHM SCHWAB STRATEGIC TR28.1K shares0.72%2026-06-302026-07-14

SCHX SCHWAB STRATEGIC TR34.9K shares-1.54%2026-06-302026-07-14

VO VANGUARD INDEX FDS12.7K shares291.48%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.1K shares-7.91%2026-06-302026-07-14

BILS SPDR SERIES TRUST10.0K shares30.58%2026-06-302026-07-14

SCCO SOUTHERN COPPER CORP5.7K shares-4.74%2026-06-302026-07-14

Sponsored

LLY ELI LILLY & CO803 shares-2.19%2026-06-302026-07-14

WMT WALMART INC8.4K shares-4.42%2026-06-302026-07-14

GSY INVESCO ACTIVELY MANAGED EXC18.9K shares12.17%2026-06-302026-07-14

SPEM SPDR INDEX SHS FDS18.1K shares4.00%2026-06-302026-07-14

AMGN AMGEN INC2.5K shares-24.42%2026-06-302026-07-14

GOOG ALPHABET INC2.5K shares-6.73%2026-06-302026-07-14

RSP INVESCO EXCHANGE TRADED FD T4.0K shares41.03%2026-06-302026-07-14

BINC BLACKROCK ETF TRUST II15.5K shares212.64%2026-06-302026-07-14

Sponsored

EMBJ EMBRAER S.A.12.1K shares0.21%2026-06-302026-07-14

LHX L3HARRIS TECHNOLOGIES INC2.7K shares-3.07%2026-06-302026-07-14

DFAC DIMENSIONAL ETF TRUST17.2K shares0.10%2026-06-302026-07-14

FBTC FIDELITY WISE ORIGIN BITCOIN14.3K shares-13.14%2026-06-302026-07-14

MGK VANGUARD WORLD FD8.3K shares275.17%2026-06-302026-07-14

LNG CHENIERE ENERGY INC3.0K shares0.03%2026-06-302026-07-14

XMVM INVESCO EXCHANGE TRADED FD T9.3K shares-1.93%2026-06-302026-07-14

PFG PRINCIPAL FINANCIAL GROUP IN6.0K shares-18.66%2026-06-302026-07-14

Sponsored

SHOP SHOPIFY INC5.6K shares189.11%2026-06-302026-07-14

TLT ISHARES TR7.0K sharesnew addition2026-06-302026-07-14

VISA INC VISA INC1.8K shares-8.93%2026-06-302026-07-14

VPU VANGUARD WORLD FD3.1K shares-3.21%2026-06-302026-07-14

RDVI FIRST TR EXCHANGE-TRADED FD20.6K shares-10.56%2026-06-302026-07-14

ILF ISHARES TR17.9K shares19.97%2026-06-302026-07-14

VANECK ETF TRUST VANECK ETF TRUST8.0K shares6.60%2026-06-302026-07-14

UGA UNITED STS GASOLINE FD LP5.7K shares-15.31%2026-06-302026-07-14

Sponsored

XLK SELECT SECTOR SPDR TR3.1K sharesnew addition2026-06-302026-07-14

APH AMPHENOL CORP3.3K shares-8.13%2026-06-302026-07-14

BUFQ FIRST TR EXCHNG TRADED FD VI14.5K sharesnew addition2026-06-302026-07-14

AVUV AMERICAN CENTY ETF TR4.5K shares8.99%2026-06-302026-07-14

FREEPORT MCMORAN INC FREEPORT MCMORAN INC8.8K shares-6.30%2026-06-302026-07-14

OUSM ALPS ETF TR11.6K shares-1.88%2026-06-302026-07-14

CTAS CINTAS CORP3.2K shares0.03%2026-06-302026-07-14

COP CONOCOPHILLIPS5.2K shares-4.64%2026-06-302026-07-14

Sponsored

ENB ENBRIDGE INC10.0K shares-2.79%2026-06-302026-07-14

ITOT ISHARES TR3.3K shares0.18%2026-06-302026-07-14

MO ALTRIA GROUP INC7.5K shares1.17%2026-06-302026-07-14

IWY ISHARES TR1.8K shares-0.70%2026-06-302026-07-14

NOBL PROSHARES TR9.4K shares100.00%2026-06-302026-07-14

IBIT ISHARES BITCOIN TRUST ETF15.4K shares7.19%2026-06-302026-07-14

EMR EMERSON ELEC CO3.6K shares-4.20%2026-06-302026-07-14

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION520 shares1.56%2026-06-302026-07-14

Sponsored

LOW LOWES COS INC2.2K shares-3.70%2026-06-302026-07-14

DGRO ISHARES TR6.3K shares-8.33%2026-06-302026-07-14

FNX FIRST TR EXCHANGE-TRADED ALP3.2K shares-3.98%2026-06-302026-07-14

VBR VANGUARD INDEX FDS1.9K shares-4.98%2026-06-302026-07-14

FG F&G ANNUITIES & LIFE INC17.5K shares0.00%2026-06-302026-07-14

MUNI PIMCO ETF TR8.8K shares99.64%2026-06-302026-07-14

BMY BRISTOL-MYERS SQUIBB CO8.0K shares3.56%2026-06-302026-07-14

LAMR LAMAR ADVERTISING CO2.9K sharesnew addition2026-06-302026-07-14

Sponsored

AOK ISHARES TR11.0K shares3.90%2026-06-302026-07-14

GBTC GRAYSCALE BITCOIN TRUST ETF10.0K shares33.96%2026-06-302026-07-14

EXPE EXPEDIA GROUP INC1.8K sharesnew addition2026-06-302026-07-14

CALF PACER FDS TR8.8K shares-5.12%2026-06-302026-07-14

JNJ JOHNSON & JOHNSON1.7K shares3.36%2026-06-302026-07-14

IGPT INVESCO EXCHANGE TRADED FD T4.2K sharesnew addition2026-06-302026-07-14

DIS DISNEY WALT CO4.5K shares-14.58%2026-06-302026-07-14

FRT FEDERAL RLTY INVT TR NEW3.4K shares-7.14%2026-06-302026-07-14

Sponsored

S&P GLOBAL INC S&P GLOBAL INC1.0K shares-11.75%2026-06-302026-07-14

XYL XYLEM INC3.5K shares-10.00%2026-06-302026-07-14

SBUX STARBUCKS CORP4.0K shares10.43%2026-06-302026-07-14

BND VANGUARD BD INDEX FDS5.5K shares1.67%2026-06-302026-07-14

TMSL T ROWE PRICE EXCHANGE-TRADED9.2K shares-31.76%2026-06-302026-07-14

BLK BLACKROCK INC414 shares-1.66%2026-06-302026-07-14

EXXON MOBIL CORP EXXON MOBIL CORP2.9K shares-2.65%2026-06-302026-07-14

FTI TECHNIPFMC PLC5.8K sharesnew addition2026-06-302026-07-14

Sponsored

FELG FIDELITY COVINGTON TRUST8.8K shares0.00%2026-06-302026-07-14

MCD MCDONALDS CORP1.4K shares-2.94%2026-06-302026-07-14

NEXTERA ENERGY INC NEXTERA ENERGY INC4.2K shares-2.14%2026-06-302026-07-14

RKLB ROCKET LAB CORP3.6K sharesnew addition2026-06-302026-07-14

DMXF ISHARES TR4.3K shares-1.74%2026-06-302026-07-14

VGIT VANGUARD SCOTTSDALE FDS6.1K shares67.68%2026-06-302026-07-14

SMH VANECK ETF TRUST548 sharesnew addition2026-06-302026-07-14

CISCO SYS INC CISCO SYS INC3.1K shares-6.77%2026-06-302026-07-14

Sponsored

ESML ISHARES TR6.4K shares0.63%2026-06-302026-07-14

VOD VODAFONE GROUP PLC26.1K sharesnew addition2026-06-302026-07-14

VB VANGUARD INDEX FDS1.1K shares-0.44%2026-06-302026-07-14

EFAV ISHARES TR3.9K shares-4.36%2026-06-302026-07-14

EMLP FIRST TR EXCHANGE-TRADED FD7.7K shares-2.18%2026-06-302026-07-14

ICE INTERCONTINENTAL EXCHANGE IN2.7K shares-1.97%2026-06-302026-07-14

FDN FIRST TR EXCHANGE-TRADED FD1.2K shares-1.03%2026-06-302026-07-14

CGUS CAPITAL GROUP CORE EQUITY ET7.3K shares-4.59%2026-06-302026-07-14

Sponsored

T AT&T INC15.6K shares-2.37%2026-06-302026-07-14

TSM TAIWAN SEMICONDUCTOR MANUFAC673 shares-2.18%2026-06-302026-07-14

FESM FIDELITY COVINGTON TRUST6.7K shares-1.90%2026-06-302026-07-14

GEV GE VERNOVA INC273 shares0.00%2026-06-302026-07-14

ISHARES TR ISHARES TR3.3K shares-0.48%2026-06-302026-07-14

BUFY FIRST TR EXCHNG TRADED FD VI13.5K shares45.95%2026-06-302026-07-14

TGT TARGET CORP2.4K shares-5.93%2026-06-302026-07-14

QCOM QUALCOMM INC1.7K shares2.69%2026-06-302026-07-14

Sponsored

AVUS AMERICAN CENTY ETF TR2.4K sharesnew addition2026-06-302026-07-14

UNP UNION PAC CORP1.1K shares-10.79%2026-06-302026-07-14

SPSM SPDR SERIES TRUST5.2K shares-7.28%2026-06-302026-07-14

VUG VANGUARD INDEX FDS3.5K shares447.17%2026-06-302026-07-14

VXUS VANGUARD STAR FDS3.5K shares4.92%2026-06-302026-07-14

HONEYWELL INTL INC HONEYWELL INTL INC1.3K sharesnew addition2026-06-302026-07-14

APD AIR PRODUCTS AND CHEMICALS I987 shares-1.89%2026-06-302026-07-14

FTXL FIRST TR EXCHANGE TRADED FD1.0K sharesnew addition2026-06-302026-07-14

Sponsored

URA GLOBAL X FDS6.5K sharesnew addition2026-06-302026-07-14

FNDA SCHWAB STRATEGIC TR7.5K shares0.00%2026-06-302026-07-14

FTCS FIRST TR EXCHANGE-TRADED FD3.0K shares0.40%2026-06-302026-07-14

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.3K sharesnew addition2026-06-302026-07-14

XOVR ENTREPRENEURSHARES SERIES TR13.0K sharesnew addition2026-06-302026-07-14

WORLD GOLD TR WORLD GOLD TR3.4K shares-0.58%2026-06-302026-07-14

3M CO 3M CO1.7K shares1.83%2026-06-302026-07-14

FDS FACTSET RESH SYS INC1.2K shares-2.49%2026-06-302026-07-14

Sponsored

PEP PEPSICO INC2.0K shares-5.00%2026-06-302026-07-14

USO UNITED STS OIL FD LP2.5K sharesnew addition2026-06-302026-07-14

JMID JANUS DETROIT STR TR8.5K shares-3.18%2026-06-302026-07-14

IWF ISHARES TR2.2K shares300.74%2026-06-302026-07-14

DAL DELTA AIR LINES INC2.8K sharesnew addition2026-06-302026-07-14

LIN LINDE PLC514 shares-1.72%2026-06-302026-07-14

ASML ASML HLDG NV134 sharesnew addition2026-06-302026-07-14

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.8K shares-4.41%2026-06-302026-07-14

Sponsored

PPG PPG INDS INC2.1K shares-8.17%2026-06-302026-07-14

PH PARKER-HANNIFIN CORP266 shares-6.67%2026-06-302026-07-14

STRATEGY INC STRATEGY INC2.9K shares-0.58%2026-06-302026-07-14

MASTERCARD INCORPORATED MASTERCARD INCORPORATED490 shares-9.26%2026-06-302026-07-14

NJR NEW JERSEY RES CORP4.5K shares-1.94%2026-06-302026-07-14

FPXI FIRST TR EXCHANGE-TRADED FD3.0K sharesnew addition2026-06-302026-07-14

FETH FIDELITY ETHEREUM FD15.4K shares0.00%2026-06-302026-07-14

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP755 shares-1.82%2026-06-302026-07-14

Sponsored

IXUS ISHARES TR2.5K shares-10.96%2026-06-302026-07-14

XLF SELECT SECTOR SPDR TR4.5K shares-6.17%2026-06-302026-07-14

PANW PALO ALTO NETWORKS INC693 sharesnew addition2026-06-302026-07-14

CL COLGATE PALMOLIVE CO2.5K shares-1.71%2026-06-302026-07-14

TMO THERMO FISHER SCIENTIFIC INC461 sharesnew addition2026-06-302026-07-14

CEG CONSTELLATION ENERGY CORP925 shares-0.32%2026-06-302026-07-14

SNDK SANDISK CORP101 sharesnew addition2026-06-302026-07-14

INTC INTEL CORP1.6K sharesnew addition2026-06-302026-07-14

Sponsored

BDX BECTON DICKINSON & CO1.5K shares2.75%2026-06-302026-07-14

CMCSA COMCAST CORP NEW9.2K shares-9.01%2026-06-302026-07-14

SCHD SCHWAB STRATEGIC TR7.0K shares1.22%2026-06-302026-07-14

NETFLIX INC. NETFLIX INC.3.1K shares7.10%2026-06-302026-07-14

LMT LOCKHEED MARTIN CORP428 shares-10.65%2026-06-302026-07-14

AOM ISHARES TR4.3K shares-9.04%2026-06-302026-07-14

XLE SELECT SECTOR SPDR TR4.1K shares-6.08%2026-06-302026-07-14

IWB ISHARES TR523 sharesnew addition2026-06-302026-07-14

Sponsored

PSX PHILLIPS 661.2K shares-4.01%2026-06-302026-07-14

GWW WW GRAINGER INC154 sharesnew addition2026-06-302026-07-14

HOOD ROBINHOOD MKTS INC2.1K sharesnew addition2026-06-302026-07-14

ABT ABBOTT LABORATORIES2.3K sharesnew addition2026-06-302026-07-14

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.2K sharesnew addition2026-06-302026-07-14

PEG PUBLIC SVC ENTERPRISE GROUP2.5K shares0.04%2026-06-302026-07-14

SCHG SCHWAB STRATEGIC TR5.9K shares-66.53%2026-06-302026-07-14

PLUG PLUG PWR INC70.7K shares0.00%2026-06-302026-07-14

Sponsored

RXRX RECURSION PHARMACEUTICALS IN25.0K shares0.00%2026-06-302026-07-14

OXSQ OXFORD SQUARE CAP CORP11.6K shares7.27%2026-06-302026-07-14

SPDR SERIES TRUST

112.95%

Shares258.1K

Event2026-06-30

Filed2026-07-14

ISHARES TR

-1.30%

Shares14.9K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

1.59%

Shares52.6K

Event2026-06-30

Filed2026-07-14

IDEV

ISHARES TR

46.41%

Shares116.7K

Event2026-06-30

Filed2026-07-14

TCAF

T ROWE PRICE EXCHANGE-TRADED

-29.37%

Shares250.4K

Event2026-06-30

Filed2026-07-14

QQQ

INVESCO QQQ TR

-1.13%

Shares11.4K

Event2026-06-30

Filed2026-07-14

IJH

ISHARES TR

20.39%

Shares97.9K

Event2026-06-30

Filed2026-07-14

TCHP

T ROWE PRICE EXCHANGE-TRADED

-39.29%

Shares126.3K

Event2026-06-30

Filed2026-07-14

BIL

SPDR SERIES TRUST

18.18%

Shares66.8K

Event2026-06-30

Filed2026-07-14

CGMM

CAPITAL GROUP EQUITY ETF TR

-28.11%

Shares179.7K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

-2.05%

Shares19.2K

Event2026-06-30

Filed2026-07-14

LRCX

LAM RESEARCH CORP

-15.16%

Shares12.2K

Event2026-06-30

Filed2026-07-14

QQQM

INVESCO EXCH TRADED FD TR II

9.72%

Shares15.8K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

0.57%

Shares12.9K

Event2026-06-30

Filed2026-07-14

MICRON TECHNOLOGY INC

38.50%

Shares4.1K

Event2026-06-30

Filed2026-07-14

CGNG

CAPITAL GROUP NEW GEOGRAPHY

-29.71%

Shares120.4K

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

3.30%

Shares6.0K

Event2026-06-30

Filed2026-07-14

SPMD

SPDR SERIES TRUST

243.05%

Shares59.9K

Event2026-06-30

Filed2026-07-14

GLD

SPDR GOLD TR

-5.81%

Shares10.9K

Event2026-06-30

Filed2026-07-14

CGGR

CAPITAL GROUP GROWTH ETF

4.03%

Shares81.7K

Event2026-06-30

Filed2026-07-14

VGT

VANGUARD WORLD FD

672.54%

Shares32.0K

Event2026-06-30

Filed2026-07-14

TSLA

TESLA INC

4.62%

Shares9.0K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

-2.12%

Shares9.7K

Event2026-06-30

Filed2026-07-14

CGDG

CAPITAL GROUP DIVIDEND GROWE

-20.31%

Shares86.1K

Event2026-06-30

Filed2026-07-14

WDC

WESTERN DIGITAL CORP

-29.42%

Shares4.9K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

-19.80%

Shares8.3K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

-1.91%

Shares13.0K

Event2026-06-30

Filed2026-07-14

SPRX

LISTED FDS TR

108.75%

Shares53.4K

Event2026-06-30

Filed2026-07-14

VUSB

VANGUARD BD INDEX FDS

-23.58%

Shares61.8K

Event2026-06-30

Filed2026-07-14

EQWL

INVESCO EXCHANGE TRADED FD T

-3.29%

Shares22.4K

Event2026-06-30

Filed2026-07-14

QTUM

ETF SER SOLUTIONS

57.75%

Shares17.3K

Event2026-06-30

Filed2026-07-14

SCHO

SCHWAB STRATEGIC TR

4.07%

Shares117.1K

Event2026-06-30

Filed2026-07-14

VEA

VANGUARD TAX-MANAGED FDS

238.98%

Shares38.9K

Event2026-06-30

Filed2026-07-14

SEAGATE TECHNOLOGY HLDNGS PL

-2.44%

Shares2.8K

Event2026-06-30

Filed2026-07-14

AMD

ADVANCED MICRO DEVICES INC

-1.35%

Shares4.6K

Event2026-06-30

Filed2026-07-14

GABELLI ETFS TRUST

New

Shares47.1K

Event2026-06-30

Filed2026-07-14

PALANTIR TECHNOLOGIES INC

-6.22%

Shares21.9K

Event2026-06-30

Filed2026-07-14

SLV

ISHARES SILVER TR

-4.67%

Shares46.6K

Event2026-06-30

Filed2026-07-14

LMBS

FIRST TR EXCHANGE-TRADED FD

-22.38%

Shares48.5K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.18%

Shares4.8K

Event2026-06-30

Filed2026-07-14

USFR

WISDOMTREE TR

-2.40%

Shares47.3K

Event2026-06-30

Filed2026-07-14

ADI

ANALOG DEVICES INC

-2.73%

Shares6.0K

Event2026-06-30

Filed2026-07-14

GE AEROSPACE

-0.62%

Shares5.9K

Event2026-06-30

Filed2026-07-14

RSHO

TEMA ETF TRUST

New

Shares34.5K

Event2026-06-30

Filed2026-07-14

RDVY

FIRST TR EXCHANGE TRADED FD

-4.13%

Shares26.4K

Event2026-06-30

Filed2026-07-14

CGDV

CAPITAL GROUP DIVIDEND VALUE

86.63%

Shares41.4K

Event2026-06-30

Filed2026-07-14

APPLIED MATLS INC

-15.06%

Shares2.8K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

-9.56%

Shares2.6K

Event2026-06-30

Filed2026-07-14

FBND

FIDELITY MERRIMACK STR TR

19.25%

Shares43.1K

Event2026-06-30

Filed2026-07-14

BROADCOM INC

-4.04%

Shares4.9K

Event2026-06-30

Filed2026-07-14

COWZ

PACER FDS TR

3.65%

Shares29.8K

Event2026-06-30

Filed2026-07-14

GOVT

ISHARES TR

-5.58%

Shares80.1K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

-33.67%

Shares3.1K

Event2026-06-30

Filed2026-07-14

FIXD

FIRST TR EXCHNG TRADED FD VI

-1.78%

Shares39.4K

Event2026-06-30

Filed2026-07-14

SOXX

ISHARES TR

1.75%

Shares2.5K

Event2026-06-30

Filed2026-07-14

TER

TERADYNE INC

-2.60%

Shares3.2K

Event2026-06-30

Filed2026-07-14

USXF

ISHARES TR

-0.02%

Shares21.2K

Event2026-06-30

Filed2026-07-14

SCHE

SCHWAB STRATEGIC TR

151.62%

Shares40.5K

Event2026-06-30

Filed2026-07-14

IJR

ISHARES TR

1.60%

Shares9.7K

Event2026-06-30

Filed2026-07-14

PROCTER & GAMBLE CO

-2.78%

Shares9.7K

Event2026-06-30

Filed2026-07-14

SPBO

SPDR SERIES TRUST

-3.63%

Shares48.1K

Event2026-06-30

Filed2026-07-14

SHV

ISHARES TR

-4.76%

Shares11.7K

Event2026-06-30

Filed2026-07-14

HWM

HOWMET AEROSPACE INC

52.76%

Shares4.8K

Event2026-06-30

Filed2026-07-14

JPST

J P MORGAN EXCHANGE TRADED F

-15.43%

Shares24.8K

Event2026-06-30

Filed2026-07-14

VIG

VANGUARD SPECIALIZED FUNDS

-0.93%

Shares5.1K

Event2026-06-30

Filed2026-07-14

CGXU

CAPITAL GROUP INTL FOCUS EQT

97.10%

Shares34.4K

Event2026-06-30

Filed2026-07-14

VTV

VANGUARD INDEX FDS

1.86%

Shares5.3K

Event2026-06-30

Filed2026-07-14

VRT

VERTIV HOLDINGS CO

-5.54%

Shares3.4K

Event2026-06-30

Filed2026-07-14

UNITEDHEALTH GROUP INC

-0.65%

Shares2.7K

Event2026-06-30

Filed2026-07-14

IEMG

ISHARES INC

0.20%

Shares13.7K

Event2026-06-30

Filed2026-07-14

ANET

ARISTA NETWORKS INC

-1.99%

Shares6.7K

Event2026-06-30

Filed2026-07-14

MPWR

MONOLITHIC PWR SYS INC

-2.76%

Shares811

Event2026-06-30

Filed2026-07-14

SCHF

SCHWAB STRATEGIC TR

New

Shares39.4K

Event2026-06-30

Filed2026-07-14

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares17.4K

Event2026-06-30

Filed2026-07-14

SCHM

SCHWAB STRATEGIC TR

0.72%

Shares28.1K

Event2026-06-30

Filed2026-07-14

SCHX

SCHWAB STRATEGIC TR

-1.54%

Shares34.9K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

291.48%

Shares12.7K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

-7.91%

Shares3.1K

Event2026-06-30

Filed2026-07-14

BILS

SPDR SERIES TRUST

30.58%

Shares10.0K

Event2026-06-30

Filed2026-07-14

SCCO

SOUTHERN COPPER CORP

-4.74%

Shares5.7K

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

-2.19%

Shares803

Event2026-06-30

Filed2026-07-14

WMT

WALMART INC

-4.42%

Shares8.4K

Event2026-06-30

Filed2026-07-14

GSY

INVESCO ACTIVELY MANAGED EXC

12.17%

Shares18.9K

Event2026-06-30

Filed2026-07-14

SPEM

SPDR INDEX SHS FDS

4.00%

Shares18.1K

Event2026-06-30

Filed2026-07-14

AMGN

AMGEN INC

-24.42%

Shares2.5K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

-6.73%

Shares2.5K

Event2026-06-30

Filed2026-07-14

RSP

INVESCO EXCHANGE TRADED FD T

41.03%

Shares4.0K

Event2026-06-30

Filed2026-07-14

BINC

BLACKROCK ETF TRUST II

212.64%

Shares15.5K

Event2026-06-30

Filed2026-07-14

EMBJ

EMBRAER S.A.

0.21%

Shares12.1K

Event2026-06-30

Filed2026-07-14

LHX

L3HARRIS TECHNOLOGIES INC

-3.07%

Shares2.7K

Event2026-06-30

Filed2026-07-14

DFAC

DIMENSIONAL ETF TRUST

0.10%

Shares17.2K

Event2026-06-30

Filed2026-07-14

FBTC

FIDELITY WISE ORIGIN BITCOIN

-13.14%

Shares14.3K

Event2026-06-30

Filed2026-07-14

MGK

VANGUARD WORLD FD

275.17%

Shares8.3K

Event2026-06-30

Filed2026-07-14

LNG

CHENIERE ENERGY INC

0.03%

Shares3.0K

Event2026-06-30

Filed2026-07-14

XMVM

INVESCO EXCHANGE TRADED FD T

-1.93%

Shares9.3K

Event2026-06-30

Filed2026-07-14

PFG

PRINCIPAL FINANCIAL GROUP IN

-18.66%

Shares6.0K

Event2026-06-30

Filed2026-07-14

SHOP

SHOPIFY INC

189.11%

Shares5.6K

Event2026-06-30

Filed2026-07-14

TLT

ISHARES TR

New

Shares7.0K

Event2026-06-30

Filed2026-07-14

VISA INC

-8.93%

Shares1.8K

Event2026-06-30

Filed2026-07-14

VPU

VANGUARD WORLD FD

-3.21%

Shares3.1K

Event2026-06-30

Filed2026-07-14

RDVI

FIRST TR EXCHANGE-TRADED FD

-10.56%

Shares20.6K

Event2026-06-30

Filed2026-07-14

ILF

ISHARES TR

19.97%

Shares17.9K

Event2026-06-30

Filed2026-07-14

VANECK ETF TRUST

6.60%

Shares8.0K

Event2026-06-30

Filed2026-07-14

UGA

UNITED STS GASOLINE FD LP

-15.31%

Shares5.7K

Event2026-06-30

Filed2026-07-14

XLK

SELECT SECTOR SPDR TR

New

Shares3.1K

Event2026-06-30

Filed2026-07-14

APH

AMPHENOL CORP

-8.13%

Shares3.3K

Event2026-06-30

Filed2026-07-14

BUFQ

FIRST TR EXCHNG TRADED FD VI

New

Shares14.5K

Event2026-06-30

Filed2026-07-14

AVUV

AMERICAN CENTY ETF TR

8.99%

Shares4.5K

Event2026-06-30

Filed2026-07-14

FREEPORT MCMORAN INC

-6.30%

Shares8.8K

Event2026-06-30

Filed2026-07-14

OUSM

ALPS ETF TR

-1.88%

Shares11.6K

Event2026-06-30

Filed2026-07-14

CTAS

CINTAS CORP

0.03%

Shares3.2K

Event2026-06-30

Filed2026-07-14

COP

CONOCOPHILLIPS

-4.64%

Shares5.2K

Event2026-06-30

Filed2026-07-14

ENB

ENBRIDGE INC

-2.79%

Shares10.0K

Event2026-06-30

Filed2026-07-14

ITOT

ISHARES TR

0.18%

Shares3.3K

Event2026-06-30

Filed2026-07-14

ALTRIA GROUP INC

1.17%

Shares7.5K

Event2026-06-30

Filed2026-07-14

IWY

ISHARES TR

-0.70%

Shares1.8K

Event2026-06-30

Filed2026-07-14

NOBL

PROSHARES TR

100.00%

Shares9.4K

Event2026-06-30

Filed2026-07-14

IBIT

ISHARES BITCOIN TRUST ETF

7.19%

Shares15.4K

Event2026-06-30

Filed2026-07-14

EMR

EMERSON ELEC CO

-4.20%

Shares3.6K

Event2026-06-30

Filed2026-07-14

COSTCO WHOLESALE CORPORATION

1.56%

Shares520

Event2026-06-30

Filed2026-07-14

LOW

LOWES COS INC

-3.70%

Shares2.2K

Event2026-06-30

Filed2026-07-14

DGRO

ISHARES TR

-8.33%

Shares6.3K

Event2026-06-30

Filed2026-07-14

FNX

FIRST TR EXCHANGE-TRADED ALP

-3.98%

Shares3.2K

Event2026-06-30

Filed2026-07-14

VBR

VANGUARD INDEX FDS

-4.98%

Shares1.9K

Event2026-06-30

Filed2026-07-14

F&G ANNUITIES & LIFE INC

0.00%

Shares17.5K

Event2026-06-30

Filed2026-07-14

MUNI

PIMCO ETF TR

99.64%

Shares8.8K

Event2026-06-30

Filed2026-07-14

BMY

BRISTOL-MYERS SQUIBB CO

3.56%

Shares8.0K

Event2026-06-30

Filed2026-07-14

LAMR

LAMAR ADVERTISING CO

New

Shares2.9K

Event2026-06-30

Filed2026-07-14

AOK

ISHARES TR

3.90%

Shares11.0K

Event2026-06-30

Filed2026-07-14

GBTC

GRAYSCALE BITCOIN TRUST ETF

33.96%

Shares10.0K

Event2026-06-30

Filed2026-07-14

EXPE

EXPEDIA GROUP INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-14

CALF

PACER FDS TR

-5.12%

Shares8.8K

Event2026-06-30

Filed2026-07-14

JNJ

JOHNSON & JOHNSON

3.36%

Shares1.7K

Event2026-06-30

Filed2026-07-14

IGPT

INVESCO EXCHANGE TRADED FD T

New

Shares4.2K

Event2026-06-30

Filed2026-07-14

DIS

DISNEY WALT CO

-14.58%

Shares4.5K

Event2026-06-30

Filed2026-07-14

FRT

FEDERAL RLTY INVT TR NEW

-7.14%

Shares3.4K

Event2026-06-30

Filed2026-07-14

S&P GLOBAL INC

-11.75%

Shares1.0K

Event2026-06-30

Filed2026-07-14

XYL

XYLEM INC

-10.00%

Shares3.5K

Event2026-06-30

Filed2026-07-14

SBUX

STARBUCKS CORP

10.43%

Shares4.0K

Event2026-06-30

Filed2026-07-14

BND

VANGUARD BD INDEX FDS

1.67%

Shares5.5K

Event2026-06-30

Filed2026-07-14

TMSL

T ROWE PRICE EXCHANGE-TRADED

-31.76%

Shares9.2K

Event2026-06-30

Filed2026-07-14

BLK

BLACKROCK INC

-1.66%

Shares414

Event2026-06-30

Filed2026-07-14

EXXON MOBIL CORP

-2.65%

Shares2.9K

Event2026-06-30

Filed2026-07-14

FTI

TECHNIPFMC PLC

New

Shares5.8K

Event2026-06-30

Filed2026-07-14

FELG

FIDELITY COVINGTON TRUST

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-14

MCD

MCDONALDS CORP

-2.94%

Shares1.4K

Event2026-06-30

Filed2026-07-14

NEXTERA ENERGY INC

-2.14%

Shares4.2K

Event2026-06-30

Filed2026-07-14

RKLB

ROCKET LAB CORP

New

Shares3.6K

Event2026-06-30

Filed2026-07-14

DMXF

ISHARES TR

-1.74%

Shares4.3K

Event2026-06-30

Filed2026-07-14

VGIT

VANGUARD SCOTTSDALE FDS

67.68%

Shares6.1K

Event2026-06-30

Filed2026-07-14

SMH

VANECK ETF TRUST

New

Shares548

Event2026-06-30

Filed2026-07-14

CISCO SYS INC

-6.77%

Shares3.1K

Event2026-06-30

Filed2026-07-14

ESML

ISHARES TR

0.63%

Shares6.4K

Event2026-06-30

Filed2026-07-14

VOD

VODAFONE GROUP PLC

New

Shares26.1K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-0.44%

Shares1.1K

Event2026-06-30

Filed2026-07-14

EFAV

ISHARES TR

-4.36%

Shares3.9K

Event2026-06-30

Filed2026-07-14

EMLP

FIRST TR EXCHANGE-TRADED FD

-2.18%

Shares7.7K

Event2026-06-30

Filed2026-07-14

ICE

INTERCONTINENTAL EXCHANGE IN

-1.97%

Shares2.7K

Event2026-06-30

Filed2026-07-14

FDN

FIRST TR EXCHANGE-TRADED FD

-1.03%

Shares1.2K

Event2026-06-30

Filed2026-07-14

CGUS

CAPITAL GROUP CORE EQUITY ET

-4.59%

Shares7.3K

Event2026-06-30

Filed2026-07-14

AT&T INC

-2.37%

Shares15.6K

Event2026-06-30

Filed2026-07-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.18%

Shares673

Event2026-06-30

Filed2026-07-14

FESM

FIDELITY COVINGTON TRUST

-1.90%

Shares6.7K

Event2026-06-30

Filed2026-07-14

GEV

GE VERNOVA INC

0.00%

Shares273

Event2026-06-30

Filed2026-07-14

ISHARES TR

-0.48%

Shares3.3K

Event2026-06-30

Filed2026-07-14

BUFY

FIRST TR EXCHNG TRADED FD VI

45.95%

Shares13.5K

Event2026-06-30

Filed2026-07-14

TGT

TARGET CORP

-5.93%

Shares2.4K

Event2026-06-30

Filed2026-07-14

QCOM

QUALCOMM INC

2.69%

Shares1.7K

Event2026-06-30

Filed2026-07-14

AVUS

AMERICAN CENTY ETF TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-14

UNP

UNION PAC CORP

-10.79%

Shares1.1K

Event2026-06-30

Filed2026-07-14

SPSM

SPDR SERIES TRUST

-7.28%

Shares5.2K

Event2026-06-30

Filed2026-07-14

VUG

VANGUARD INDEX FDS

447.17%

Shares3.5K

Event2026-06-30

Filed2026-07-14

VXUS

VANGUARD STAR FDS

4.92%

Shares3.5K

Event2026-06-30

Filed2026-07-14

HONEYWELL INTL INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-14

APD

AIR PRODUCTS AND CHEMICALS I

-1.89%

Shares987

Event2026-06-30

Filed2026-07-14

FTXL

FIRST TR EXCHANGE TRADED FD

New

Shares1.0K

Event2026-06-30

Filed2026-07-14

URA

GLOBAL X FDS

New

Shares6.5K

Event2026-06-30

Filed2026-07-14

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-14

FTCS

FIRST TR EXCHANGE-TRADED FD

0.40%

Shares3.0K

Event2026-06-30

Filed2026-07-14

HONEYWELL AEROSPACE INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-14

XOVR

ENTREPRENEURSHARES SERIES TR

New

Shares13.0K

Event2026-06-30

Filed2026-07-14

WORLD GOLD TR

-0.58%

Shares3.4K

Event2026-06-30

Filed2026-07-14

3M CO

1.83%

Shares1.7K

Event2026-06-30

Filed2026-07-14

FDS

FACTSET RESH SYS INC

-2.49%

Shares1.2K

Event2026-06-30

Filed2026-07-14

PEP

PEPSICO INC

-5.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

USO

UNITED STS OIL FD LP

New

Shares2.5K

Event2026-06-30

Filed2026-07-14

JMID

JANUS DETROIT STR TR

-3.18%

Shares8.5K

Event2026-06-30

Filed2026-07-14

IWF

ISHARES TR

300.74%

Shares2.2K

Event2026-06-30

Filed2026-07-14

DAL

DELTA AIR LINES INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-14

LIN

LINDE PLC

-1.72%

Shares514

Event2026-06-30

Filed2026-07-14

ASML

ASML HLDG NV

New

Shares134

Event2026-06-30

Filed2026-07-14

JOHNSON CONTROLS INTERNATION

-4.41%

Shares1.8K

Event2026-06-30

Filed2026-07-14

PPG

PPG INDS INC

-8.17%

Shares2.1K

Event2026-06-30

Filed2026-07-14

PARKER-HANNIFIN CORP

-6.67%

Shares266

Event2026-06-30

Filed2026-07-14

STRATEGY INC

-0.58%

Shares2.9K

Event2026-06-30

Filed2026-07-14

MASTERCARD INCORPORATED

-9.26%

Shares490

Event2026-06-30

Filed2026-07-14

NJR

NEW JERSEY RES CORP

-1.94%

Shares4.5K

Event2026-06-30

Filed2026-07-14

FPXI

FIRST TR EXCHANGE-TRADED FD

New

Shares3.0K

Event2026-06-30

Filed2026-07-14

FETH

FIDELITY ETHEREUM FD

0.00%

Shares15.4K

Event2026-06-30

Filed2026-07-14

ROYAL CARIBBEAN GROUP

-1.82%

Shares755

Event2026-06-30

Filed2026-07-14

IXUS

ISHARES TR

-10.96%

Shares2.5K

Event2026-06-30

Filed2026-07-14

XLF

SELECT SECTOR SPDR TR

-6.17%

Shares4.5K

Event2026-06-30

Filed2026-07-14

PANW

PALO ALTO NETWORKS INC

New

Shares693

Event2026-06-30

Filed2026-07-14

COLGATE PALMOLIVE CO

-1.71%

Shares2.5K

Event2026-06-30

Filed2026-07-14

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares461

Event2026-06-30

Filed2026-07-14

CEG

CONSTELLATION ENERGY CORP

-0.32%

Shares925

Event2026-06-30

Filed2026-07-14

SNDK

SANDISK CORP

New

Shares101

Event2026-06-30

Filed2026-07-14

INTC

INTEL CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-14

BDX

BECTON DICKINSON & CO

2.75%

Shares1.5K

Event2026-06-30

Filed2026-07-14

CMCSA

COMCAST CORP NEW

-9.01%

Shares9.2K

Event2026-06-30

Filed2026-07-14

SCHD

SCHWAB STRATEGIC TR

1.22%

Shares7.0K

Event2026-06-30

Filed2026-07-14

NETFLIX INC.

7.10%

Shares3.1K

Event2026-06-30

Filed2026-07-14

LMT

LOCKHEED MARTIN CORP

-10.65%

Shares428

Event2026-06-30

Filed2026-07-14

AOM

ISHARES TR

-9.04%

Shares4.3K

Event2026-06-30

Filed2026-07-14

XLE

SELECT SECTOR SPDR TR

-6.08%

Shares4.1K

Event2026-06-30

Filed2026-07-14

IWB

ISHARES TR

New

Shares523

Event2026-06-30

Filed2026-07-14

PSX

PHILLIPS 66

-4.01%

Shares1.2K

Event2026-06-30

Filed2026-07-14

GWW

WW GRAINGER INC

New

Shares154

Event2026-06-30

Filed2026-07-14

HOOD

ROBINHOOD MKTS INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-14

ABT

ABBOTT LABORATORIES

New

Shares2.3K

Event2026-06-30

Filed2026-07-14

SPACE EXPLORATION TECHN CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-14

PEG

PUBLIC SVC ENTERPRISE GROUP

0.04%

Shares2.5K

Event2026-06-30

Filed2026-07-14

SCHG

SCHWAB STRATEGIC TR

-66.53%

Shares5.9K

Event2026-06-30

Filed2026-07-14

PLUG

PLUG PWR INC

0.00%

Shares70.7K

Event2026-06-30

Filed2026-07-14

RXRX

RECURSION PHARMACEUTICALS IN

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-14

OXSQ

OXFORD SQUARE CAP CORP

7.27%

Shares11.6K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available