Sponsored
The Analysis of NewSquare Capital LLC's Holdings & P&L
Currently, NewSquare Capital LLC holds 227 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in QTEC (+30.4K shares, valued at $10.2M), DOCN (+63.7K shares, valued at $10.0M), PAYX (+63.1K shares, valued at $6.2M); decreased their positions in N/A (-14.1K shares, valued at $13.6M), CF (-23.8K shares, valued at $2.6M), LHX (-3.4K shares, valued at $987.7K); initiated new positions in DOCN (+63.7K shares, valued at $10.0M), PAYX (+63.1K shares, valued at $6.2M), NBIS (+21.5K shares, valued at $5.9M).
1M P&L
+27.2M+2.51%
3M P&L
+24.6M+2.27%
HY P&L
+90.4M+8.87%
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/A721.1M
64.9%
2Drug Manufacturers - General28.0M
2.5%
3Semiconductors23.8M
2.1%
Top Industries by Stock Count
1N/A89 stocks
44.3%
2Semiconductors8 stocks
4.0%
3Drug Manufacturers - General7 stocks
3.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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VANGUARD INDEX FDS
4.05%VANGUARD INDEX FDS
Shares379.2K
Event2026-06-30
Filed2026-07-28
VEU
4.02%VANGUARD INTL EQUITY INDEX F
Shares921.8K
Event2026-06-30
Filed2026-07-28
SCHX
4.09%SCHWAB STRATEGIC TR
Shares2.4M
Event2026-06-30
Filed2026-07-28
IJH
2.72%ISHARES TR
Shares509.0K
Event2026-06-30
Filed2026-07-28
BND
6.09%VANGUARD BD INDEX FDS
Shares457.4K
Event2026-06-30
Filed2026-07-28
IGSB
5.02%ISHARES TR
Shares609.3K
Event2026-06-30
Filed2026-07-28
XLK
0.67%SELECT SECTOR SPDR TR
Shares157.0K
Event2026-06-30
Filed2026-07-28
XLI
4.60%SELECT SECTOR SPDR TR
Shares130.4K
Event2026-06-30
Filed2026-07-28
PDP
19.41%INVESCO EXCHANGE TRADED FD T
Shares129.1K
Event2026-06-30
Filed2026-07-28
STATE STR SPDR S&P 500 ETF T
1.60%STATE STR SPDR S&P 500 ETF T
Shares24.0K
Event2026-06-30
Filed2026-07-28
SPLV
26.66%INVESCO EXCH TRADED FD TR II
Shares228.7K
Event2026-06-30
Filed2026-07-28
JPMORGAN CHASE & CO
3.25%JPMORGAN CHASE & CO
Shares51.4K
Event2026-06-30
Filed2026-07-28
VEA
-0.47%VANGUARD TAX-MANAGED FDS
Shares231.8K
Event2026-06-30
Filed2026-07-28
BIV
6.21%VANGUARD BD INDEX FDS
Shares212.4K
Event2026-06-30
Filed2026-07-28
IJR
-0.41%ISHARES TR
Shares106.4K
Event2026-06-30
Filed2026-07-28
NVDA
8.10%NVIDIA CORPORATION
Shares72.3K
Event2026-06-30
Filed2026-07-28
FTXL
-1.16%FIRST TR EXCHANGE TRADED FD
Shares50.7K
Event2026-06-30
Filed2026-07-28
IBM
5.96%INTERNATIONAL BUSINESS MACHS
Shares50.1K
Event2026-06-30
Filed2026-07-28
TER
3.30%TERADYNE INC
Shares27.1K
Event2026-06-30
Filed2026-07-28
AAPL
8.07%APPLE INC
Shares45.2K
Event2026-06-30
Filed2026-07-28
MBB
1.46%ISHARES TR
Shares137.9K
Event2026-06-30
Filed2026-07-28
JNK
3.74%SPDR SERIES TRUST
Shares132.4K
Event2026-06-30
Filed2026-07-28
FBT
19.94%FIRST TR EXCHANGE-TRADED FD
Shares49.0K
Event2026-06-30
Filed2026-07-28
PIE
-3.18%INVESCO EXCH TRADED FD TR II
Shares361.3K
Event2026-06-30
Filed2026-07-28
SPYG
-0.96%SPDR SERIES TRUST
Shares98.6K
Event2026-06-30
Filed2026-07-28
SEAGATE TECHNOLOGY HLDNGS PL
-54.05%SEAGATE TECHNOLOGY HLDNGS PL
Shares12.0K
Event2026-06-30
Filed2026-07-28
FTXR
18.71%FIRST TR EXCHANGE TRADED FD
Shares249.1K
Event2026-06-30
Filed2026-07-28
TD
4.54%TORONTO DOMINION BK ONT
Shares92.9K
Event2026-06-30
Filed2026-07-28
QTEC
2082.93%FIRST TR EXCHANGE-TRADED FD
Shares31.8K
Event2026-06-30
Filed2026-07-28
CMI
5.03%CUMMINS INC
Shares14.9K
Event2026-06-30
Filed2026-07-28
PIZ
-1.95%INVESCO EXCH TRADED FD TR II
Shares183.6K
Event2026-06-30
Filed2026-07-28
IGIB
5.89%ISHARES TR
Shares189.1K
Event2026-06-30
Filed2026-07-28
MISL
28.17%FIRST TR EXCHANGE-TRADED FD
Shares219.0K
Event2026-06-30
Filed2026-07-28
CISCO SYS INC
5.29%CISCO SYS INC
Shares85.1K
Event2026-06-30
Filed2026-07-28
DOCN
NewDIGITALOCEAN HLDGS INC
Shares63.7K
Event2026-06-30
Filed2026-07-28
SPYV
0.44%SPDR SERIES TRUST
Shares162.1K
Event2026-06-30
Filed2026-07-28
GOOGL
11.23%ALPHABET INC
Shares26.1K
Event2026-06-30
Filed2026-07-28
KRE
4.27%SPDR SERIES TRUST
Shares124.2K
Event2026-06-30
Filed2026-07-28
ISHARES TR
0.79%ISHARES TR
Shares93.1K
Event2026-06-30
Filed2026-07-28
IWB
-0.17%ISHARES TR
Shares21.7K
Event2026-06-30
Filed2026-07-28
CVS
6.09%CVS HEALTH CORP
Shares83.4K
Event2026-06-30
Filed2026-07-28
EWC
3.45%ISHARES INC
Shares147.9K
Event2026-06-30
Filed2026-07-28
CM
4.71%CANADIAN IMPERIAL BANK OF CO
Shares74.1K
Event2026-06-30
Filed2026-07-28
DBEF
4.39%DBX ETF TR
Shares152.6K
Event2026-06-30
Filed2026-07-28
SPHY
1.54%SPDR SERIES TRUST
Shares345.7K
Event2026-06-30
Filed2026-07-28
MSM
3.93%MSC INDL DIRECT INC
Shares66.7K
Event2026-06-30
Filed2026-07-28
UNM
4.31%UNUM GROUP
Shares81.6K
Event2026-06-30
Filed2026-07-28
AMZN
10.67%AMAZON COM INC
Shares30.6K
Event2026-06-30
Filed2026-07-28
VLO
5.39%VALERO ENERGY CORP
Shares27.6K
Event2026-06-30
Filed2026-07-28
AMGN
5.39%AMGEN INC
Shares19.5K
Event2026-06-30
Filed2026-07-28
VGSH
7.24%VANGUARD SCOTTSDALE FDS
Shares121.3K
Event2026-06-30
Filed2026-07-28
FAF
5.82%FIRST AMERN FINL CORP
Shares102.4K
Event2026-06-30
Filed2026-07-28
MSFT
7.94%MICROSOFT CORP
Shares18.8K
Event2026-06-30
Filed2026-07-28
CMS
4.93%CMS ENERGY CORP
Shares90.9K
Event2026-06-30
Filed2026-07-28
PRU
5.73%PRUDENTIAL FINL INC
Shares63.2K
Event2026-06-30
Filed2026-07-28
PKG
4.39%PACKAGING CORP AMER
Shares28.0K
Event2026-06-30
Filed2026-07-28
MRK
5.13%MERCK & CO INC
Shares52.0K
Event2026-06-30
Filed2026-07-28
WTRG
4.68%ESSENTIAL UTILS INC
Shares171.7K
Event2026-06-30
Filed2026-07-28
DUK
5.23%DUKE ENERGY CORP NEW
Shares51.5K
Event2026-06-30
Filed2026-07-28
PSX
5.83%PHILLIPS 66
Shares38.4K
Event2026-06-30
Filed2026-07-28
EPS
2.86%WISDOMTREE TR
Shares81.6K
Event2026-06-30
Filed2026-07-28
EWZ
8.68%ISHARES INC
Shares181.1K
Event2026-06-30
Filed2026-07-28
UL
4.77%UNILEVER PLC
Shares103.9K
Event2026-06-30
Filed2026-07-28
PAYX
NewPAYCHEX INC
Shares63.1K
Event2026-06-30
Filed2026-07-28
DINO
4.46%HF SINCLAIR CORP
Shares88.3K
Event2026-06-30
Filed2026-07-28
GRMN
4.37%GARMIN LTD
Shares25.7K
Event2026-06-30
Filed2026-07-28
VWO
-0.05%VANGUARD INTL EQUITY INDEX F
Shares102.0K
Event2026-06-30
Filed2026-07-28
SWK
4.22%STANLEY BLACK & DECKER INC
Shares63.6K
Event2026-06-30
Filed2026-07-28
NBIS
NewNEBIUS GROUP N.V.
Shares21.5K
Event2026-06-30
Filed2026-07-28
EWY
-4.04%ISHARES INC
Shares29.3K
Event2026-06-30
Filed2026-07-28
LCI INDS
4.85%LCI INDS
Shares55.1K
Event2026-06-30
Filed2026-07-28
DWM
3.71%WISDOMTREE TR
Shares79.2K
Event2026-06-30
Filed2026-07-28
SCCO
4.43%SOUTHERN COPPER CORP
Shares32.8K
Event2026-06-30
Filed2026-07-28
CWB
0.42%SPDR SERIES TRUST
Shares51.4K
Event2026-06-30
Filed2026-07-28
BXP
4.68%BXP INC
Shares83.3K
Event2026-06-30
Filed2026-07-28
GILD
4.40%GILEAD SCIENCES INC
Shares43.7K
Event2026-06-30
Filed2026-07-28
LYB
4.98%LYONDELLBASELL INDUSTRIES NV
Shares103.4K
Event2026-06-30
Filed2026-07-28
UPS
4.26%UNITED PARCEL SVCS INC
Shares50.2K
Event2026-06-30
Filed2026-07-28
QUANTA SVCS INC
NewQUANTA SVCS INC
Shares7.5K
Event2026-06-30
Filed2026-07-28
EMN
4.83%EASTMAN CHEM CO
Shares79.7K
Event2026-06-30
Filed2026-07-28
EBND
-0.15%SPDR SERIES TRUST
Shares254.1K
Event2026-06-30
Filed2026-07-28
VMBS
6.14%VANGUARD SCOTTSDALE FDS
Shares112.7K
Event2026-06-30
Filed2026-07-28
BBY
4.00%BEST BUY INC
Shares68.5K
Event2026-06-30
Filed2026-07-28
TSN
5.48%TYSON FOODS INC
Shares90.3K
Event2026-06-30
Filed2026-07-28
VCLT
6.79%VANGUARD SCOTTSDALE FDS
Shares68.7K
Event2026-06-30
Filed2026-07-28
BWX
7.43%SPDR SERIES TRUST
Shares235.2K
Event2026-06-30
Filed2026-07-28
SRLN
0.66%SSGA ACTIVE ETF TR
Shares125.9K
Event2026-06-30
Filed2026-07-28
IP
4.21%INTERNATIONAL PAPER CO
Shares132.7K
Event2026-06-30
Filed2026-07-28
CLS
3.47%CELESTICA INC
Shares13.7K
Event2026-06-30
Filed2026-07-28
CF
-34.00%CF INDUSTRIES HOLD
Shares46.2K
Event2026-06-30
Filed2026-07-28
LASR
NewNLIGHT INC
Shares70.6K
Event2026-06-30
Filed2026-07-28
EFA
0.25%ISHARES TR
Shares47.3K
Event2026-06-30
Filed2026-07-28
BROADCOM INC
15.22%BROADCOM INC
Shares12.6K
Event2026-06-30
Filed2026-07-28
TROW
4.05%PRICE T ROWE GROUP INC
Shares39.9K
Event2026-06-30
Filed2026-07-28
HPQ
4.27%HP INC
Shares193.3K
Event2026-06-30
Filed2026-07-28
EWI
-2.05%ISHARES INC
Shares70.5K
Event2026-06-30
Filed2026-07-28
KMB
NewKIMBERLY-CLARK CORP
Shares37.7K
Event2026-06-30
Filed2026-07-28
PEP
3.72%PEPSICO INC
Shares29.8K
Event2026-06-30
Filed2026-07-28
TGT
4.40%TARGET CORP
Shares30.6K
Event2026-06-30
Filed2026-07-28
GAP
5.29%GAP INC
Shares212.4K
Event2026-06-30
Filed2026-07-28
EIS
-1.99%ISHARES INC
Shares32.5K
Event2026-06-30
Filed2026-07-28
EES
2.39%WISDOMTREE TR
Shares57.4K
Event2026-06-30
Filed2026-07-28
EPU
-1.94%ISHARES TR
Shares45.8K
Event2026-06-30
Filed2026-07-28
EZM
2.93%WISDOMTREE TR
Shares48.7K
Event2026-06-30
Filed2026-07-28
SNY
4.70%SANOFI SA
Shares84.5K
Event2026-06-30
Filed2026-07-28
WPC
3.86%WP CAREY INC
Shares50.1K
Event2026-06-30
Filed2026-07-28
LEVI
3.08%LEVI STRAUSS & CO NEW
Shares143.4K
Event2026-06-30
Filed2026-07-28
VWOB
23.69%VANGUARD WHITEHALL FDS
Shares52.4K
Event2026-06-30
Filed2026-07-28
HYS
24.68%PIMCO ETF TR
Shares37.5K
Event2026-06-30
Filed2026-07-28
EWT
NewISHARES INC
Shares31.8K
Event2026-06-30
Filed2026-07-28
PFE
3.81%PFIZER INC
Shares142.2K
Event2026-06-30
Filed2026-07-28
CAT
3.43%CATERPILLAR INC
Shares3.1K
Event2026-06-30
Filed2026-07-28
SNA
3.42%SNAP ON INC
Shares7.4K
Event2026-06-30
Filed2026-07-28
IAU
1.54%ISHARES GOLD TR
Shares38.6K
Event2026-06-30
Filed2026-07-28
CMCSA
0.93%COMCAST CORP NEW
Shares112.9K
Event2026-06-30
Filed2026-07-28
FIXD
23.42%FIRST TR EXCHNG TRADED FD VI
Shares53.0K
Event2026-06-30
Filed2026-07-28
PDBC
3.33%INVESCO ACTVELY MNGD ETC FD
Shares145.1K
Event2026-06-30
Filed2026-07-28
PGX
26.70%INVESCO EXCH TRADED FD TR II
Shares210.0K
Event2026-06-30
Filed2026-07-28
EXXON MOBIL CORP
12.81%EXXON MOBIL CORP
Shares16.6K
Event2026-06-30
Filed2026-07-28
FXF
5.68%INVESCO CURRENCYSHARES SWISS
Shares19.6K
Event2026-06-30
Filed2026-07-28
FXB
7.89%INVESCO CURRENCYSHARES BRIT
Shares16.5K
Event2026-06-30
Filed2026-07-28
JPST
22.62%J P MORGAN EXCHANGE TRADED F
Shares41.1K
Event2026-06-30
Filed2026-07-28
DEM
2.42%WISDOMTREE TR
Shares35.7K
Event2026-06-30
Filed2026-07-28
DGRW
3.03%WISDOMTREE TR
Shares18.3K
Event2026-06-30
Filed2026-07-28
DON
4.12%WISDOMTREE TR
Shares30.5K
Event2026-06-30
Filed2026-07-28
GSK PLC
14.27%GSK PLC
Shares31.6K
Event2026-06-30
Filed2026-07-28
WMB
NewWILLIAMS COS INC
Shares21.8K
Event2026-06-30
Filed2026-07-28
GS
18.58%GOLDMAN SACHS GROUP INC
Shares1.5K
Event2026-06-30
Filed2026-07-28
MU
20.47%MICRON TECHNOLOGY INC
Shares1.3K
Event2026-06-30
Filed2026-07-28
NTRS
13.13%NORTHERN TR CORP
Shares8.5K
Event2026-06-30
Filed2026-07-28
CTRE
13.38%CARETRUST REIT INC
Shares33.7K
Event2026-06-30
Filed2026-07-28
DHT
NewDHT HOLDINGS INC
Shares79.5K
Event2026-06-30
Filed2026-07-28
META PLATFORMS INC
13.36%META PLATFORMS INC
Shares2.3K
Event2026-06-30
Filed2026-07-28
SMMU
2.18%PIMCO ETF TR
Shares25.8K
Event2026-06-30
Filed2026-07-28
JMST
2.39%J P MORGAN EXCHANGE TRADED F
Shares25.4K
Event2026-06-30
Filed2026-07-28
GLW
3.21%CORNING INC
Shares4.9K
Event2026-06-30
Filed2026-07-28
ALLY FINL INC
13.06%ALLY FINL INC
Shares27.1K
Event2026-06-30
Filed2026-07-28
TSLA
13.18%TESLA INC
Shares2.8K
Event2026-06-30
Filed2026-07-28
IBTH
NewISHARES TR
Shares52.1K
Event2026-06-30
Filed2026-07-28
IBTI
NewISHARES TR
Shares52.4K
Event2026-06-30
Filed2026-07-28
AMD
21.08%ADVANCED MICRO DEVICES INC
Shares1.9K
Event2026-06-30
Filed2026-07-28
TFC
13.65%TRUIST FINL CORP
Shares22.0K
Event2026-06-30
Filed2026-07-28
XHLF
NewBONDBLOXX ETF TRUST
Shares21.7K
Event2026-06-30
Filed2026-07-28
JXN
11.57%JACKSON FINANCIAL INC
Shares10.0K
Event2026-06-30
Filed2026-07-28
SPSB
NewSPDR SERIES TRUST
Shares34.0K
Event2026-06-30
Filed2026-07-28
LLY
20.46%ELI LILLY & CO
Shares836
Event2026-06-30
Filed2026-07-28
QQQ
21.92%INVESCO QQQ TR
Shares1.4K
Event2026-06-30
Filed2026-07-28
BRK.B
25.05%BERKSHIRE HATHAWAY INC DEL
Shares2.0K
Event2026-06-30
Filed2026-07-28
OUNZ
0.00%VANECK MERK GOLD ETF
Shares25.5K
Event2026-06-30
Filed2026-07-28
DES
2.36%WISDOMTREE TR
Shares22.1K
Event2026-06-30
Filed2026-07-28
GOOG
4.98%ALPHABET INC
Shares2.5K
Event2026-06-30
Filed2026-07-28
QHY
1.26%WISDOMTREE TR
Shares16.5K
Event2026-06-30
Filed2026-07-28
MINT
NewPIMCO ETF TR
Shares7.4K
Event2026-06-30
Filed2026-07-28
GSY
NewINVESCO ACTIVELY MANAGED EXC
Shares14.9K
Event2026-06-30
Filed2026-07-28
ARES CAPITAL CORP
11.33%ARES CAPITAL CORP
Shares38.9K
Event2026-06-30
Filed2026-07-28
INTC
NewINTEL CORP
Shares5.2K
Event2026-06-30
Filed2026-07-28
QSIG
1.83%WISDOMTREE TR
Shares14.8K
Event2026-06-30
Filed2026-07-28
VUSB
NewVANGUARD BD INDEX FDS
Shares13.5K
Event2026-06-30
Filed2026-07-28
T
-0.20%AT&T INC
Shares32.0K
Event2026-06-30
Filed2026-07-28
ORACLE CORP
0.60%ORACLE CORP
Shares4.5K
Event2026-06-30
Filed2026-07-28
APPLIED MATLS INC
18.68%APPLIED MATLS INC
Shares915
Event2026-06-30
Filed2026-07-28
MUB
1.92%ISHARES TR
Shares6.1K
Event2026-06-30
Filed2026-07-28
SHYD
2.02%VANECK ETF TRUST
Shares28.6K
Event2026-06-30
Filed2026-07-28
FMB
1.84%FIRST TR EXCH TRADED FD III
Shares12.8K
Event2026-06-30
Filed2026-07-28
JNJ
6.97%JOHNSON & JOHNSON
Shares2.6K
Event2026-06-30
Filed2026-07-28
VTEB
1.88%VANGUARD MUN BD FDS
Shares12.8K
Event2026-06-30
Filed2026-07-28
VISA INC
76.04%VISA INC
Shares1.8K
Event2026-06-30
Filed2026-07-28
LRCX
22.85%LAM RESEARCH CORP
Shares1.4K
Event2026-06-30
Filed2026-07-28
ABBVIE INC
28.43%ABBVIE INC
Shares2.4K
Event2026-06-30
Filed2026-07-28
USFR
2.11%WISDOMTREE TR
Shares11.7K
Event2026-06-30
Filed2026-07-28
TSM
14.71%TAIWAN SEMICONDUCTOR MANUFAC
Shares1.2K
Event2026-06-30
Filed2026-07-28
WMT
2.26%WALMART INC
Shares5.2K
Event2026-06-30
Filed2026-07-28
MMIT
2.47%NEW YORK LIFE INVTS ACTIVE E
Shares24.0K
Event2026-06-30
Filed2026-07-28
AGGY
1.53%WISDOMTREE TR
Shares12.9K
Event2026-06-30
Filed2026-07-28
EMCB
2.16%WISDOMTREE TR
Shares8.5K
Event2026-06-30
Filed2026-07-28
QIG
2.60%WISDOMTREE TR
Shares12.6K
Event2026-06-30
Filed2026-07-28
COSTCO WHOLESALE CORPORATION
11.36%COSTCO WHOLESALE CORPORATION
Shares539
Event2026-06-30
Filed2026-07-28
GE
26.44%GE AEROSPACE
Shares1.3K
Event2026-06-30
Filed2026-07-28
KLAC
NewKLA CORP
Shares1.6K
Event2026-06-30
Filed2026-07-28
ISHARES TR
0.00%ISHARES TR
Shares649
Event2026-06-30
Filed2026-07-28
UNITEDHEALTH GROUP INC
27.85%UNITEDHEALTH GROUP INC
Shares1.0K
Event2026-06-30
Filed2026-07-28
IYF
NewISHARES TR
Shares3.3K
Event2026-06-30
Filed2026-07-28
LIN
5.26%LINDE PLC
Shares800
Event2026-06-30
Filed2026-07-28
KO
31.20%COCA COLA CO
Shares5.0K
Event2026-06-30
Filed2026-07-28
WDC
NewWESTERN DIGITAL CORP
Shares625
Event2026-06-30
Filed2026-07-28
SNDK
NewSANDISK CORP
Shares174
Event2026-06-30
Filed2026-07-28
SCHF
-0.27%SCHWAB STRATEGIC TR
Shares14.2K
Event2026-06-30
Filed2026-07-28
GEV
10.60%GE VERNOVA INC
Shares334
Event2026-06-30
Filed2026-07-28
BAC
22.13%BANK OF AMER CORP
Shares6.4K
Event2026-06-30
Filed2026-07-28
HD
NewHOME DEPOT INC
Shares1.0K
Event2026-06-30
Filed2026-07-28
PANW
NewPALO ALTO NETWORKS INC
Shares1.0K
Event2026-06-30
Filed2026-07-28
FDN
-11.31%FIRST TR EXCHANGE-TRADED FD
Shares1.3K
Event2026-06-30
Filed2026-07-28
MASTERCARD INCORPORATED
-0.61%MASTERCARD INCORPORATED
Shares648
Event2026-06-30
Filed2026-07-28
ABT
65.89%ABBOTT LABORATORIES
Shares3.6K
Event2026-06-30
Filed2026-07-28
FLMI
1.93%FRANKLIN TEMPLETON ETF TR
Shares13.0K
Event2026-06-30
Filed2026-07-28
MUNI
2.46%PIMCO ETF TR
Shares6.2K
Event2026-06-30
Filed2026-07-28
WASTE MGMT INC DEL
3.64%WASTE MGMT INC DEL
Shares1.4K
Event2026-06-30
Filed2026-07-28
ADP
NewAUTOMATIC DATA PROCESSING IN
Shares1.4K
Event2026-06-30
Filed2026-07-28
MCD
-11.32%MCDONALDS CORP
Shares1.1K
Event2026-06-30
Filed2026-07-28
PG
7.82%PROCTER & GAMBLE CO
Shares2.0K
Event2026-06-30
Filed2026-07-28
MS
NewMORGAN STANLEY
Shares1.4K
Event2026-06-30
Filed2026-07-28
PM
24.96%PHILIP MORRIS INTL INC
Shares1.6K
Event2026-06-30
Filed2026-07-28
LHX
-77.06%L3HARRIS TECHNOLOGIES INC
Shares1.0K
Event2026-06-30
Filed2026-07-28
RTX CORPORATION
-6.59%RTX CORPORATION
Shares1.5K
Event2026-06-30
Filed2026-07-28
TXN
NewTEXAS INSTRS INC
Shares941
Event2026-06-30
Filed2026-07-28
ITT
-2.70%ITT INC
Shares1.4K
Event2026-06-30
Filed2026-07-28
C
NewCITIGROUP INC
Shares2.0K
Event2026-06-30
Filed2026-07-28
APH
NewAMPHENOL CORP
Shares1.5K
Event2026-06-30
Filed2026-07-28
ASML
NewASML HLDG NV
Shares136
Event2026-06-30
Filed2026-07-28
IX
NewORIX CORP
Shares7.0K
Event2026-06-30
Filed2026-07-28
BLK
-1.42%BLACKROCK INC
Shares277
Event2026-06-30
Filed2026-07-28
TJX
0.46%TJX COS INC NEW
Shares1.7K
Event2026-06-30
Filed2026-07-28
ADI
NewANALOG DEVICES INC
Shares628
Event2026-06-30
Filed2026-07-28
WFC
-1.72%WELLS FARGO & CO
Shares2.8K
Event2026-06-30
Filed2026-07-28
CVX
-6.52%CHEVRON CORPORATION
Shares1.4K
Event2026-06-30
Filed2026-07-28
CROWDSTRIKE HLDGS INC
NewCROWDSTRIKE HLDGS INC
Shares295
Event2026-06-30
Filed2026-07-28
PALANTIR TECHNOLOGIES INC
-1.33%PALANTIR TECHNOLOGIES INC
Shares1.8K
Event2026-06-30
Filed2026-07-28
BA
NewBOEING CO
Shares992
Event2026-06-30
Filed2026-07-28
ANET
NewARISTA NETWORKS INC
Shares1.2K
Event2026-06-30
Filed2026-07-28
AXP
NewAMERICAN EXPRESS CO
Shares605
Event2026-06-30
Filed2026-07-28
ETN
NewEATON CORP PLC
Shares479
Event2026-06-30
Filed2026-07-28
MUFG
NewMITSUBISHI UFJ FINANCIAL GRO
Shares10.2K
Event2026-06-30
Filed2026-07-28
NMR
1.35%NOMURA HLDGS INC
Shares13.9K
Event2026-06-30
Filed2026-07-28
MFG
NewMIZUHO FINANCIAL GROUP INC
Shares12.1K
Event2026-06-30
Filed2026-07-28
LPL
20.23%LG DISPLAY CO LTD
Shares12.5K
Event2026-06-30
Filed2026-07-28
WIT
4.38%WIPRO LTD
Shares19.8K
Event2026-06-30
Filed2026-07-28
GLD
0.00%SPDR GOLD TR
Shares11
Event2026-06-30
Filed2026-07-28
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T200 shares-33.33%2026-06-302026-07-28
CAT Put
0.00%CATERPILLAR INC
Shares2.6K
Event2026-06-30
Filed2026-07-28
GLD Put
0.00%SPDR GOLD TR
Shares2.6K
Event2026-06-30
Filed2026-07-28
QQQ Put
0.00%INVESCO QQQ TR
Shares1.0K
Event2026-06-30
Filed2026-07-28
GLW Put
0.00%CORNING INC
Shares2.3K
Event2026-06-30
Filed2026-07-28
GOOG Put
0.00%ALPHABET INC
Shares1.0K
Event2026-06-30
Filed2026-07-28
META PLATFORMS INC Put
0.00%META PLATFORMS INC
Shares400
Event2026-06-30
Filed2026-07-28
AAPL Put
0.00%APPLE INC
Shares700
Event2026-06-30
Filed2026-07-28
NVDA Put
0.00%NVIDIA CORPORATION
Shares800
Event2026-06-30
Filed2026-07-28
STATE STR SPDR S&P 500 ETF T Put
-33.33%STATE STR SPDR S&P 500 ETF T
Shares200
Event2026-06-30
Filed2026-07-28