Sponsored

The Analysis of Nikulski Financial, Inc.'s Holdings & P&L

Currently, Nikulski Financial, Inc. holds 166 types of securities in its portfolio with a total value $418.3M. In the most recent quarter, they have increased their positions in IPKW (+62.4K shares, valued at $3.5M), SMH (+8.1K shares, valued at $2.9M), NFLX (+28.8K shares, valued at $2.7M); decreased their positions in VIG (-21.8K shares, valued at $4.8M), GSLC (-27.8K shares, valued at $3.7M), SPHQ (-47.3K shares, valued at $3.5M); initiated new positions in SHLD (+40.9K shares, valued at $2.7M), SOXX (+4.5K shares, valued at $1.4M), JIVE (+14.4K shares, valued at $1.2M).

1M P&L

+9.2M+2.31%

3M P&L

-6.6M-1.59%

HY P&L

+9.8M+2.45%

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/A163.9M

44.4%

2Software - Infrastructure29.0M

7.8%

3Consumer Electronics22.6M

6.1%

Top Industries by Stock Count

1N/A81 stocks

52.9%

2Semiconductors6 stocks

3.9%

3Aerospace & Defense5 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC83.0K shares1.64%2025-12-312026-01-15

ALPHABET INC ALPHABET INC57.8K shares-5.52%2025-12-312026-01-15

VIG VANGUARD SPECIALIZED FUNDS82.0K shares-21.04%2025-12-312026-01-15

AMZN AMAZON COM INC76.6K shares2.98%2025-12-312026-01-15

MSFT MICROSOFT CORP28.2K shares22.88%2025-12-312026-01-15

NVDA NVIDIA CORPORATION66.3K shares-4.16%2025-12-312026-01-15

COST COSTCO WHSL CORP NEW13.8K shares8.74%2025-12-312026-01-15

JPM JPMORGAN CHASE & CO.33.7K shares-0.65%2025-12-312026-01-15

Sponsored

ABBV ABBVIE INC38.5K shares-2.07%2025-12-312026-01-15

PANW PALO ALTO NETWORKS INC47.6K shares7.72%2025-12-312026-01-15

INVESCO QQQ TR INVESCO QQQ TR13.5K shares-28.52%2025-12-312026-01-15

SPHQ INVESCO EXCHANGE TRADED FD T100.8K shares-31.94%2025-12-312026-01-15

GSLC GOLDMAN SACHS ETF TR56.6K shares-32.95%2025-12-312026-01-15

IJR ISHARES TR62.2K shares-9.28%2025-12-312026-01-15

LAM RESEARCH CORP LAM RESEARCH CORP41.8K shares-18.55%2025-12-312026-01-15

VO VANGUARD INDEX FDS23.7K shares-21.12%2025-12-312026-01-15

Sponsored

CEG CONSTELLATION ENERGY CORP19.3K shares-9.39%2025-12-312026-01-15

IPKW INVESCO EXCH TRADED FD TR II117.4K shares113.31%2025-12-312026-01-15

V VISA INC16.0K shares9.25%2025-12-312026-01-15

BROADCOM INC BROADCOM INC15.7K shares2.15%2025-12-312026-01-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.5K shares19.89%2025-12-312026-01-15

SCHA SCHWAB STRATEGIC TR184.2K shares-5.89%2025-12-312026-01-15

LLY ELI LILLY & CO4.8K shares39.41%2025-12-312026-01-15

DE DEERE & CO11.0K shares31.84%2025-12-312026-01-15

Sponsored

DON WISDOMTREE TR87.4K shares-6.22%2025-12-312026-01-15

MCD MCDONALDS CORP14.7K shares21.44%2025-12-312026-01-15

SMH VANECK ETF TRUST12.0K shares209.55%2025-12-312026-01-15

SCHD SCHWAB STRATEGIC TR151.6K shares4.79%2025-12-312026-01-15

WMT WALMART INC36.3K shares4.41%2025-12-312026-01-15

WM WASTE MGMT INC DEL17.3K shares26.79%2025-12-312026-01-15

HD HOME DEPOT INC10.6K shares16.46%2025-12-312026-01-15

PAPR INNOVATOR ETFS TRUST92.0K shares-14.50%2025-12-312026-01-15

Sponsored

AAAU GOLDMAN SACHS PHYSICAL GOLD82.4K shares3.35%2025-12-312026-01-15

SPY SPDR S&P 500 ETF TR4.9K shares-29.57%2025-12-312026-01-15

VTV VANGUARD INDEX FDS17.3K shares-40.21%2025-12-312026-01-15

XMMO INVESCO EXCHANGE TRADED FD T23.7K shares355.87%2025-12-312026-01-15

CRWD CROWDSTRIKE HLDGS INC6.9K shares8.78%2025-12-312026-01-15

TSLA TESLA INC7.2K shares177.73%2025-12-312026-01-15

IJJ ISHARES TR23.1K shares-7.79%2025-12-312026-01-15

JPST J P MORGAN EXCHANGE TRADED F58.2K shares15.36%2025-12-312026-01-15

Sponsored

PLTR PALANTIR TECHNOLOGIES INC16.4K shares288.88%2025-12-312026-01-15

ALL ALLSTATE CORP13.9K shares-0.88%2025-12-312026-01-15

DGRW WISDOMTREE TR32.4K shares-29.49%2025-12-312026-01-15

NFLX NETFLIX INC29.3K shares5162.12%2025-12-312026-01-15

VTI VANGUARD INDEX FDS7.9K shares-28.58%2025-12-312026-01-15

SHLD GLOBAL X FDS40.9K sharesnew addition2025-12-312026-01-15

IWF ISHARES TR5.4K shares-19.11%2025-12-312026-01-15

LMT LOCKHEED MARTIN CORP5.2K shares57.08%2025-12-312026-01-15

Sponsored

VIGI VANGUARD WHITEHALL FDS27.6K shares-27.71%2025-12-312026-01-15

TJX TJX COS INC NEW16.4K shares13.73%2025-12-312026-01-15

HOOD ROBINHOOD MKTS INC22.1K shares221.15%2025-12-312026-01-15

SYK STRYKER CORPORATION7.1K shares112.77%2025-12-312026-01-15

VBR VANGUARD INDEX FDS11.3K shares-21.27%2025-12-312026-01-15

GS GOLDMAN SACHS GROUP INC2.7K shares-20.07%2025-12-312026-01-15

SCHG SCHWAB STRATEGIC TR71.8K shares-28.76%2025-12-312026-01-15

DLR DIGITAL RLTY TR INC14.9K shares-2.84%2025-12-312026-01-15

Sponsored

SCHE SCHWAB STRATEGIC TR69.3K shares144.00%2025-12-312026-01-15

AVAV AEROVIRONMENT INC9.1K shares157.88%2025-12-312026-01-15

VXUS VANGUARD STAR FDS28.7K shares-41.18%2025-12-312026-01-15

BND VANGUARD BD INDEX FDS27.7K shares-27.45%2025-12-312026-01-15

SPHY SPDR SERIES TRUST84.7K shares7.44%2025-12-312026-01-15

XOP SPDR SERIES TRUST15.8K shares184.80%2025-12-312026-01-15

PJAN INNOVATOR ETFS TRUST41.9K shares-13.16%2025-12-312026-01-15

FCX FREEPORT-MCMORAN INC38.7K shares375.06%2025-12-312026-01-15

Sponsored

MAR MARRIOTT INTL INC NEW6.2K shares-13.56%2025-12-312026-01-15

SE SEA LTD14.8K shares66.69%2025-12-312026-01-15

BKLN INVESCO EXCH TRADED FD TR II86.7K shares77.84%2025-12-312026-01-15

PFIG INVESCO EXCH TRADED FD TR II71.8K shares162.73%2025-12-312026-01-15

ABT ABBOTT LABS13.7K shares32.04%2025-12-312026-01-15

MA MASTERCARD INCORPORATED2.9K shares-20.46%2025-12-312026-01-15

IYZ ISHARES TR41.9K shares-2.98%2025-12-312026-01-15

IYF ISHARES TR11.0K shares3.54%2025-12-312026-01-15

Sponsored

SOXX ISHARES TR4.5K sharesnew addition2025-12-312026-01-15

IGM ISHARES TR10.4K shares-17.94%2025-12-312026-01-15

IYW ISHARES TR6.7K shares-17.86%2025-12-312026-01-15

IJH ISHARES TR19.9K shares-42.27%2025-12-312026-01-15

IGV ISHARES TR12.4K shares-3.24%2025-12-312026-01-15

IDU ISHARES TR11.9K shares4.98%2025-12-312026-01-15

VOE VANGUARD INDEX FDS7.2K shares80.60%2025-12-312026-01-15

VEA VANGUARD TAX-MANAGED FDS19.5K shares-39.24%2025-12-312026-01-15

Sponsored

NOBL PROSHARES TR11.4K shares-24.83%2025-12-312026-01-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II16.4K shares-34.47%2025-12-312026-01-15

JIVE J P MORGAN EXCHANGE TRADED F14.4K sharesnew addition2025-12-312026-01-15

SPSM SPDR SERIES TRUST24.0K shares-21.62%2025-12-312026-01-15

SHW SHERWIN WILLIAMS CO3.4K shares-3.77%2025-12-312026-01-15

T AT&T INC42.2K sharesnew addition2025-12-312026-01-15

XLP SELECT SECTOR SPDR TR13.4K shares-4.43%2025-12-312026-01-15

VNQ VANGUARD INDEX FDS11.2K shares96.94%2025-12-312026-01-15

Sponsored

META META PLATFORMS INC1.4K shares-28.99%2025-12-312026-01-15

CCJ CAMECO CORP10.2K sharesnew addition2025-12-312026-01-15

CAT CATERPILLAR INC1.6K sharesnew addition2025-12-312026-01-15

AMGN AMGEN INC2.8K shares7.50%2025-12-312026-01-15

ISRG INTUITIVE SURGICAL INC1.6K shares50.05%2025-12-312026-01-15

HYD VANECK ETF TRUST17.4K shares31.27%2025-12-312026-01-15

SPTM SPDR SERIES TRUST10.2K shares-14.44%2025-12-312026-01-15

SO SOUTHERN CO9.3K shares69.82%2025-12-312026-01-15

Sponsored

PJUL INNOVATOR ETFS TRUST17.3K shares-5.90%2025-12-312026-01-15

ALPHABET INC ALPHABET INC2.5K shares126.50%2025-12-312026-01-15

IYJ ISHARES TR5.2K shares-43.19%2025-12-312026-01-15

ENB ENBRIDGE INC15.2K shares276.33%2025-12-312026-01-15

XLY SELECT SECTOR SPDR TR6.0K shares235.17%2025-12-312026-01-15

POCT INNOVATOR ETFS TRUST15.7K shares28.55%2025-12-312026-01-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.4K shares-2.95%2025-12-312026-01-15

KLAC KLA CORP534 shares-4.81%2025-12-312026-01-15

Sponsored

SPYM SPDR SERIES TRUST7.9K shares-44.03%2025-12-312026-01-15

VT VANGUARD INTL EQUITY INDEX F4.5K shares-45.86%2025-12-312026-01-15

TSM TAIWAN SEMICONDUCTOR MFG LTD2.0K shares-6.42%2025-12-312026-01-15

VYMI VANGUARD WHITEHALL FDS6.7K shares67.57%2025-12-312026-01-15

IBB ISHARES TR3.5K sharesnew addition2025-12-312026-01-15

IJS ISHARES TR5.2K shares-19.54%2025-12-312026-01-15

ROCKET LAB CORP ROCKET LAB CORP8.2K sharesnew addition2025-12-312026-01-15

PJUN INNOVATOR ETFS TRUST13.1K shares-14.56%2025-12-312026-01-15

Sponsored

VUSB VANGUARD BD INDEX FDS10.8K shares137.36%2025-12-312026-01-15

VZ VERIZON COMMUNICATIONS INC12.5K sharesnew addition2025-12-312026-01-15

LNT ALLIANT ENERGY CORP7.8K sharesnew addition2025-12-312026-01-15

XLF SELECT SECTOR SPDR TR9.0K shares24.11%2025-12-312026-01-15

VB VANGUARD INDEX FDS1.9K shares-14.97%2025-12-312026-01-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.1K sharesnew addition2025-12-312026-01-15

VGLT VANGUARD SCOTTSDALE FDS8.3K sharesnew addition2025-12-312026-01-15

PM PHILIP MORRIS INTL INC2.8K sharesnew addition2025-12-312026-01-15

Sponsored

LOW LOWES COS INC1.8K shares-16.37%2025-12-312026-01-15

IUSG ISHARES TR2.6K shares-67.26%2025-12-312026-01-15

PATH UIPATH INC26.0K sharesnew addition2025-12-312026-01-15

GLW CORNING INC4.8K shares5.56%2025-12-312026-01-15

PAUG INNOVATOR ETFS TRUST9.6K shares-3.07%2025-12-312026-01-15

MU MICRON TECHNOLOGY INC1.4K shares-49.30%2025-12-312026-01-15

PDEC INNOVATOR ETFS TRUST9.3K shares60.79%2025-12-312026-01-15

PG PROCTER AND GAMBLE CO2.7K shares5.18%2025-12-312026-01-15

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.0K shares-36.82%2025-12-312026-01-15

KTOS KRATOS DEFENSE & SEC SOLUTIO5.1K sharesnew addition2025-12-312026-01-15

JNJ JOHNSON & JOHNSON1.9K shares56.42%2025-12-312026-01-15

QUAL ISHARES TR1.9K shares-71.13%2025-12-312026-01-15

ACHR ARCHER AVIATION INC48.8K sharesnew addition2025-12-312026-01-15

SOFI SOFI TECHNOLOGIES INC13.7K sharesnew addition2025-12-312026-01-15

PEP PEPSICO INC2.5K shares5.81%2025-12-312026-01-15

LAPR INNOVATOR ETFS TRUST14.1K shares-44.77%2025-12-312026-01-15

Sponsored

JOBY JOBY AVIATION INC26.7K sharesnew addition2025-12-312026-01-15

SNOW SNOWFLAKE INC1.6K sharesnew addition2025-12-312026-01-15

BITB BITWISE BITCOIN ETF TR7.3K sharesnew addition2025-12-312026-01-15

BLACKROCK INC BLACKROCK INC322 shares9.90%2025-12-312026-01-15

PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP25.7K sharesnew addition2025-12-312026-01-15

XOM EXXON MOBIL CORP2.7K sharesnew addition2025-12-312026-01-15

COF CAPITAL ONE FINL CORP1.3K shares-3.05%2025-12-312026-01-15

BE BLOOM ENERGY CORP3.7K sharesnew addition2025-12-312026-01-15

Sponsored

DAX GLOBAL X FDS7.0K sharesnew addition2025-12-312026-01-15

DVY ISHARES TR2.2K shares-24.86%2025-12-312026-01-15

NEAR ISHARES U S ETF TR6.1K shares0.00%2025-12-312026-01-15

QCOM QUALCOMM INC1.8K shares-5.75%2025-12-312026-01-15

OKLO OKLO INC4.2K sharesnew addition2025-12-312026-01-15

NXPI NXP SEMICONDUCTORS N V1.4K shares-57.03%2025-12-312026-01-15

GII SPDR INDEX SHS FDS4.2K sharesnew addition2025-12-312026-01-15

XSHQ INVESCO EXCH TRADED FD TR II7.0K shares-32.61%2025-12-312026-01-15

Sponsored

VUG VANGUARD INDEX FDS598 shares-19.73%2025-12-312026-01-15

XMHQ INVESCO EXCHANGE TRADED FD T2.6K shares-7.09%2025-12-312026-01-15

QQQM INVESCO EXCH TRADED FD TR II1.0K sharesnew addition2025-12-312026-01-15

BALT INNOVATOR ETFS TRUST7.6K shares-1.30%2025-12-312026-01-15

PNOV INNOVATOR ETFS TRUST5.8K shares-25.65%2025-12-312026-01-15

CSCO CISCO SYS INC3.1K shares-9.96%2025-12-312026-01-15

CGMS CAPITAL GRP FIXED INCM ETF T8.5K sharesnew addition2025-12-312026-01-15

RY ROYAL BK CDA1.3K shares-6.95%2025-12-312026-01-15

Sponsored

PAYX PAYCHEX INC2.0K shares1.93%2025-12-312026-01-15

TFC TRUIST FINL CORP4.5K shares-2.98%2025-12-312026-01-15

PSEP INNOVATOR ETFS TRUST4.7K shares0.00%2025-12-312026-01-15

HWM HOWMET AEROSPACE INC1.0K sharesnew addition2025-12-312026-01-15

ITW ILLINOIS TOOL WKS INC820 shares-10.77%2025-12-312026-01-15

AMD ADVANCED MICRO DEVICES INC938 sharesnew addition2025-12-312026-01-15

AAPL

APPLE INC

1.64%

Shares83.0K

Event2025-12-31

Filed2026-01-15

ALPHABET INC

-5.52%

Shares57.8K

Event2025-12-31

Filed2026-01-15

VIG

VANGUARD SPECIALIZED FUNDS

-21.04%

Shares82.0K

Event2025-12-31

Filed2026-01-15

AMZN

AMAZON COM INC

2.98%

Shares76.6K

Event2025-12-31

Filed2026-01-15

MSFT

MICROSOFT CORP

22.88%

Shares28.2K

Event2025-12-31

Filed2026-01-15

NVDA

NVIDIA CORPORATION

-4.16%

Shares66.3K

Event2025-12-31

Filed2026-01-15

COST

COSTCO WHSL CORP NEW

8.74%

Shares13.8K

Event2025-12-31

Filed2026-01-15

JPM

JPMORGAN CHASE & CO.

-0.65%

Shares33.7K

Event2025-12-31

Filed2026-01-15

ABBV

ABBVIE INC

-2.07%

Shares38.5K

Event2025-12-31

Filed2026-01-15

PANW

PALO ALTO NETWORKS INC

7.72%

Shares47.6K

Event2025-12-31

Filed2026-01-15

INVESCO QQQ TR

-28.52%

Shares13.5K

Event2025-12-31

Filed2026-01-15

SPHQ

INVESCO EXCHANGE TRADED FD T

-31.94%

Shares100.8K

Event2025-12-31

Filed2026-01-15

GSLC

GOLDMAN SACHS ETF TR

-32.95%

Shares56.6K

Event2025-12-31

Filed2026-01-15

IJR

ISHARES TR

-9.28%

Shares62.2K

Event2025-12-31

Filed2026-01-15

LAM RESEARCH CORP

-18.55%

Shares41.8K

Event2025-12-31

Filed2026-01-15

VANGUARD INDEX FDS

-21.12%

Shares23.7K

Event2025-12-31

Filed2026-01-15

CEG

CONSTELLATION ENERGY CORP

-9.39%

Shares19.3K

Event2025-12-31

Filed2026-01-15

IPKW

INVESCO EXCH TRADED FD TR II

113.31%

Shares117.4K

Event2025-12-31

Filed2026-01-15

VISA INC

9.25%

Shares16.0K

Event2025-12-31

Filed2026-01-15

BROADCOM INC

2.15%

Shares15.7K

Event2025-12-31

Filed2026-01-15

BERKSHIRE HATHAWAY INC DEL

19.89%

Shares10.5K

Event2025-12-31

Filed2026-01-15

SCHA

SCHWAB STRATEGIC TR

-5.89%

Shares184.2K

Event2025-12-31

Filed2026-01-15

LLY

ELI LILLY & CO

39.41%

Shares4.8K

Event2025-12-31

Filed2026-01-15

DEERE & CO

31.84%

Shares11.0K

Event2025-12-31

Filed2026-01-15

DON

WISDOMTREE TR

-6.22%

Shares87.4K

Event2025-12-31

Filed2026-01-15

MCD

MCDONALDS CORP

21.44%

Shares14.7K

Event2025-12-31

Filed2026-01-15

SMH

VANECK ETF TRUST

209.55%

Shares12.0K

Event2025-12-31

Filed2026-01-15

SCHD

SCHWAB STRATEGIC TR

4.79%

Shares151.6K

Event2025-12-31

Filed2026-01-15

WMT

WALMART INC

4.41%

Shares36.3K

Event2025-12-31

Filed2026-01-15

WASTE MGMT INC DEL

26.79%

Shares17.3K

Event2025-12-31

Filed2026-01-15

HOME DEPOT INC

16.46%

Shares10.6K

Event2025-12-31

Filed2026-01-15

PAPR

INNOVATOR ETFS TRUST

-14.50%

Shares92.0K

Event2025-12-31

Filed2026-01-15

AAAU

GOLDMAN SACHS PHYSICAL GOLD

3.35%

Shares82.4K

Event2025-12-31

Filed2026-01-15

SPY

SPDR S&P 500 ETF TR

-29.57%

Shares4.9K

Event2025-12-31

Filed2026-01-15

VTV

VANGUARD INDEX FDS

-40.21%

Shares17.3K

Event2025-12-31

Filed2026-01-15

XMMO

INVESCO EXCHANGE TRADED FD T

355.87%

Shares23.7K

Event2025-12-31

Filed2026-01-15

CRWD

CROWDSTRIKE HLDGS INC

8.78%

Shares6.9K

Event2025-12-31

Filed2026-01-15

TSLA

TESLA INC

177.73%

Shares7.2K

Event2025-12-31

Filed2026-01-15

IJJ

ISHARES TR

-7.79%

Shares23.1K

Event2025-12-31

Filed2026-01-15

JPST

J P MORGAN EXCHANGE TRADED F

15.36%

Shares58.2K

Event2025-12-31

Filed2026-01-15

PLTR

PALANTIR TECHNOLOGIES INC

288.88%

Shares16.4K

Event2025-12-31

Filed2026-01-15

ALL

ALLSTATE CORP

-0.88%

Shares13.9K

Event2025-12-31

Filed2026-01-15

DGRW

WISDOMTREE TR

-29.49%

Shares32.4K

Event2025-12-31

Filed2026-01-15

NFLX

NETFLIX INC

5162.12%

Shares29.3K

Event2025-12-31

Filed2026-01-15

VTI

VANGUARD INDEX FDS

-28.58%

Shares7.9K

Event2025-12-31

Filed2026-01-15

SHLD

GLOBAL X FDS

New

Shares40.9K

Event2025-12-31

Filed2026-01-15

IWF

ISHARES TR

-19.11%

Shares5.4K

Event2025-12-31

Filed2026-01-15

LMT

LOCKHEED MARTIN CORP

57.08%

Shares5.2K

Event2025-12-31

Filed2026-01-15

VIGI

VANGUARD WHITEHALL FDS

-27.71%

Shares27.6K

Event2025-12-31

Filed2026-01-15

TJX

TJX COS INC NEW

13.73%

Shares16.4K

Event2025-12-31

Filed2026-01-15

HOOD

ROBINHOOD MKTS INC

221.15%

Shares22.1K

Event2025-12-31

Filed2026-01-15

SYK

STRYKER CORPORATION

112.77%

Shares7.1K

Event2025-12-31

Filed2026-01-15

VBR

VANGUARD INDEX FDS

-21.27%

Shares11.3K

Event2025-12-31

Filed2026-01-15

GOLDMAN SACHS GROUP INC

-20.07%

Shares2.7K

Event2025-12-31

Filed2026-01-15

SCHG

SCHWAB STRATEGIC TR

-28.76%

Shares71.8K

Event2025-12-31

Filed2026-01-15

DLR

DIGITAL RLTY TR INC

-2.84%

Shares14.9K

Event2025-12-31

Filed2026-01-15

SCHE

SCHWAB STRATEGIC TR

144.00%

Shares69.3K

Event2025-12-31

Filed2026-01-15

AVAV

AEROVIRONMENT INC

157.88%

Shares9.1K

Event2025-12-31

Filed2026-01-15

VXUS

VANGUARD STAR FDS

-41.18%

Shares28.7K

Event2025-12-31

Filed2026-01-15

BND

VANGUARD BD INDEX FDS

-27.45%

Shares27.7K

Event2025-12-31

Filed2026-01-15

SPHY

SPDR SERIES TRUST

7.44%

Shares84.7K

Event2025-12-31

Filed2026-01-15

XOP

SPDR SERIES TRUST

184.80%

Shares15.8K

Event2025-12-31

Filed2026-01-15

PJAN

INNOVATOR ETFS TRUST

-13.16%

Shares41.9K

Event2025-12-31

Filed2026-01-15

FCX

FREEPORT-MCMORAN INC

375.06%

Shares38.7K

Event2025-12-31

Filed2026-01-15

MAR

MARRIOTT INTL INC NEW

-13.56%

Shares6.2K

Event2025-12-31

Filed2026-01-15

SEA LTD

66.69%

Shares14.8K

Event2025-12-31

Filed2026-01-15

BKLN

INVESCO EXCH TRADED FD TR II

77.84%

Shares86.7K

Event2025-12-31

Filed2026-01-15

PFIG

INVESCO EXCH TRADED FD TR II

162.73%

Shares71.8K

Event2025-12-31

Filed2026-01-15

ABT

ABBOTT LABS

32.04%

Shares13.7K

Event2025-12-31

Filed2026-01-15

MASTERCARD INCORPORATED

-20.46%

Shares2.9K

Event2025-12-31

Filed2026-01-15

IYZ

ISHARES TR

-2.98%

Shares41.9K

Event2025-12-31

Filed2026-01-15

IYF

ISHARES TR

3.54%

Shares11.0K

Event2025-12-31

Filed2026-01-15

SOXX

ISHARES TR

New

Shares4.5K

Event2025-12-31

Filed2026-01-15

IGM

ISHARES TR

-17.94%

Shares10.4K

Event2025-12-31

Filed2026-01-15

IYW

ISHARES TR

-17.86%

Shares6.7K

Event2025-12-31

Filed2026-01-15

IJH

ISHARES TR

-42.27%

Shares19.9K

Event2025-12-31

Filed2026-01-15

IGV

ISHARES TR

-3.24%

Shares12.4K

Event2025-12-31

Filed2026-01-15

IDU

ISHARES TR

4.98%

Shares11.9K

Event2025-12-31

Filed2026-01-15

VOE

VANGUARD INDEX FDS

80.60%

Shares7.2K

Event2025-12-31

Filed2026-01-15

VEA

VANGUARD TAX-MANAGED FDS

-39.24%

Shares19.5K

Event2025-12-31

Filed2026-01-15

NOBL

PROSHARES TR

-24.83%

Shares11.4K

Event2025-12-31

Filed2026-01-15

INVESCO EXCH TRADED FD TR II

-34.47%

Shares16.4K

Event2025-12-31

Filed2026-01-15

JIVE

J P MORGAN EXCHANGE TRADED F

New

Shares14.4K

Event2025-12-31

Filed2026-01-15

SPSM

SPDR SERIES TRUST

-21.62%

Shares24.0K

Event2025-12-31

Filed2026-01-15

SHW

SHERWIN WILLIAMS CO

-3.77%

Shares3.4K

Event2025-12-31

Filed2026-01-15

AT&T INC

New

Shares42.2K

Event2025-12-31

Filed2026-01-15

XLP

SELECT SECTOR SPDR TR

-4.43%

Shares13.4K

Event2025-12-31

Filed2026-01-15

VNQ

VANGUARD INDEX FDS

96.94%

Shares11.2K

Event2025-12-31

Filed2026-01-15