The Analysis of NVWM, LLC's Holdings & P&L


Currently, NVWM, LLC holds 780 types of securities in its portfolio with a total value $496.3M. In the most recent quarter, they have increased their positions in KLAC (+11.3K shares, valued at $3.4M), GOOGL (+5.9K shares, valued at $2.1M), HYG (+24.3K shares, valued at $1.9M); decreased their positions in AMD (-8.1K shares, valued at $4.7M), N/A (-40.1K shares, valued at $3.0M), N/A (-3.1K shares, valued at $2.2M); initiated new positions in IWF (+7.9K shares, valued at $980.6K), IREN (+16.9K shares, valued at $772.2K), N/A (+8.0K shares, valued at $526.2K).


1M P&L
+14.2M+3.77%
3M P&L
-6.2M-1.57%
HY P&L
+25.2M+6.92%

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/A137.5M
34.0%
2Semiconductors31.4M
7.8%
3Software - Infrastructure25.3M
6.3%

Top Industries by Stock Count

1N/A159 stocks
24.1%
2Software - Application19 stocks
2.9%
3Utilities - Regulated Electric18 stocks
2.7%
Stock Holdings
AAPL
APPLE INC COM
-0.26%
Shares74.3K
Event2026-06-30
Filed2026-07-29
NVDA
NVIDIA CORPORATION COM
0.26%
Shares84.9K
Event2026-06-30
Filed2026-07-29
GOOGL
ALPHABET INC CAP STK CL A
14.69%
Shares45.9K
Event2026-06-30
Filed2026-07-29
AMZN
AMAZON COM INC COM
-0.03%
Shares68.1K
Event2026-06-30
Filed2026-07-29
MSFT
MICROSOFT CORP COM
2.07%
Shares41.5K
Event2026-06-30
Filed2026-07-29
AMD
ADVANCED MICRO DEVICES INC COM
-32.44%
Shares16.8K
Event2026-06-30
Filed2026-07-29
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
3.59%
Shares185.6K
Event2026-06-30
Filed2026-07-29
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-11.62%
Shares176.6K
Event2026-06-30
Filed2026-07-29
APPLIED MATLS INC COM
APPLIED MATLS INC COM
-20.32%
Shares12.2K
Event2026-06-30
Filed2026-07-29
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
7.36%
Shares80.6K
Event2026-06-30
Filed2026-07-29
GLD
SPDR GOLD SHARES
-13.90%
Shares23.2K
Event2026-06-30
Filed2026-07-29
BROADCOM INC COM
BROADCOM INC COM
-13.51%
Shares21.7K
Event2026-06-30
Filed2026-07-29
PANW
PALO ALTO NETWORKS INC COM
-5.86%
Shares21.9K
Event2026-06-30
Filed2026-07-29
IWM
ISHARES RUSSELL 2000 ETF
-2.33%
Shares24.0K
Event2026-06-30
Filed2026-07-29
META PLATFORMS INC CL A
META PLATFORMS INC CL A
2.09%
Shares12.5K
Event2026-06-30
Filed2026-07-29
STATE STREET SPDR PORTFOLIO S&P 500 ETF
STATE STREET SPDR PORTFOLIO S&P 500 ETF
28.01%
Shares79.4K
Event2026-06-30
Filed2026-07-29
GEV
GE VERNOVA INC COM
23.17%
Shares5.7K
Event2026-06-30
Filed2026-07-29
VUSB
VANGUARD ULTRA-SHORT BOND ETF
-17.96%
Shares135.3K
Event2026-06-30
Filed2026-07-29
HGER
HARBOR COMMODITY ALL-WEATHER STRATEGY ETF
-0.56%
Shares211.1K
Event2026-06-30
Filed2026-07-29
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
-2.96%
Shares37.5K
Event2026-06-30
Filed2026-07-29
EFA
ISHARES MSCI EAFE ETF
17.73%
Shares51.0K
Event2026-06-30
Filed2026-07-29
JPMORGAN CHASE & CO COM
JPMORGAN CHASE & CO COM
-1.10%
Shares14.7K
Event2026-06-30
Filed2026-07-29
EEM
ISHARES MSCI EMERGING MARKETS ETF
31.93%
Shares68.0K
Event2026-06-30
Filed2026-07-29
COSTCO WHOLESALE CORPORATION COM
COSTCO WHOLESALE CORPORATION COM
0.87%
Shares4.9K
Event2026-06-30
Filed2026-07-29
BRK.B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-2.54%
Shares8.9K
Event2026-06-30
Filed2026-07-29
VISA INC COM CL A
VISA INC COM CL A
0.66%
Shares12.7K
Event2026-06-30
Filed2026-07-29
NETFLIX INC. COM
NETFLIX INC. COM
5.13%
Shares59.0K
Event2026-06-30
Filed2026-07-29
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
86.25%
Shares52.5K
Event2026-06-30
Filed2026-07-29
WFC
WELLS FARGO & CO COM
4.90%
Shares50.8K
Event2026-06-30
Filed2026-07-29
MRK
MERCK & CO INC COM
-1.36%
Shares32.4K
Event2026-06-30
Filed2026-07-29
LLY
ELI LILLY & CO COM
0.33%
Shares3.3K
Event2026-06-30
Filed2026-07-29
CVX
CHEVRON CORPORATION COM
0.48%
Shares23.9K
Event2026-06-30
Filed2026-07-29
ANET
ARISTA NETWORKS INC COM SHS
-18.92%
Shares22.4K
Event2026-06-30
Filed2026-07-29
KLAC
KLA CORP COM NEW
864.42%
Shares12.6K
Event2026-06-30
Filed2026-07-29
IWR
ISHARES RUSSELL MIDCAP ETF
-2.82%
Shares34.4K
Event2026-06-30
Filed2026-07-29
DELL
DELL TECHNOLOGIES INC CL C
-2.97%
Shares8.8K
Event2026-06-30
Filed2026-07-29
ASML
ASML HLDG NV N Y REGISTRY SHS
-3.50%
Shares1.9K
Event2026-06-30
Filed2026-07-29
CDNS
CADENCE DESIGN SYSTEM INC COM
-1.00%
Shares9.9K
Event2026-06-30
Filed2026-07-29
MASTERCARD INCORPORATED CL A
MASTERCARD INCORPORATED CL A
4.86%
Shares7.2K
Event2026-06-30
Filed2026-07-29
LRCX
LAM RESEARCH CORP COM NEW
-1.43%
Shares8.4K
Event2026-06-30
Filed2026-07-29
JNJ
JOHNSON & JOHNSON COM
111.81%
Shares13.8K
Event2026-06-30
Filed2026-07-29
PH
PARKER-HANNIFIN CORP COM
107.65%
Shares3.5K
Event2026-06-30
Filed2026-07-29
WMT
WALMART INC COM
-0.65%
Shares29.5K
Event2026-06-30
Filed2026-07-29
AXP
AMERICAN EXPRESS CO COM
2.56%
Shares9.6K
Event2026-06-30
Filed2026-07-29
ISHARES CORE U.S. AGGREGATE BOND ETF
ISHARES CORE U.S. AGGREGATE BOND ETF
10.68%
Shares31.6K
Event2026-06-30
Filed2026-07-29
CROWDSTRIKE HLDGS INC CL A
CROWDSTRIKE HLDGS INC CL A
-0.54%
Shares4.0K
Event2026-06-30
Filed2026-07-29
MS
MORGAN STANLEY COM NEW
-3.22%
Shares14.2K
Event2026-06-30
Filed2026-07-29
ABBVIE INC COM
ABBVIE INC COM
-7.50%
Shares11.3K
Event2026-06-30
Filed2026-07-29
BAC
BANK OF AMER CORP COM
-1.91%
Shares48.0K
Event2026-06-30
Filed2026-07-29
TMO
THERMO FISHER SCIENTIFIC INC COM
-1.07%
Shares5.3K
Event2026-06-30
Filed2026-07-29
TJX
TJX COS INC NEW COM
0.21%
Shares17.4K
Event2026-06-30
Filed2026-07-29
SBUX
STARBUCKS CORP COM
-0.47%
Shares25.6K
Event2026-06-30
Filed2026-07-29
HD
HOME DEPOT INC COM
5.30%
Shares7.4K
Event2026-06-30
Filed2026-07-29
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
-1.97%
Shares5.3K
Event2026-06-30
Filed2026-07-29
BND
VANGUARD TOTAL BOND MARKET ETF
-10.04%
Shares34.4K
Event2026-06-30
Filed2026-07-29
VIK
VIKING HOLDINGS LTD ORD SHS
145.09%
Shares23.9K
Event2026-06-30
Filed2026-07-29
IAU
ISHARES GOLD TRUST
10.73%
Shares33.1K
Event2026-06-30
Filed2026-07-29
GE
GE AEROSPACE COM NEW
67.19%
Shares6.7K
Event2026-06-30
Filed2026-07-29
ETN
EATON CORP PLC SHS
-1.17%
Shares5.7K
Event2026-06-30
Filed2026-07-29
STATE STREET SPDR S&P 500 ETF
STATE STREET SPDR S&P 500 ETF
14.44%
Shares3.2K
Event2026-06-30
Filed2026-07-29
ATI INC COM
ATI INC COM
-24.11%
Shares11.9K
Event2026-06-30
Filed2026-07-29
VANGUARD TOTAL STOCK MARKET ETF
VANGUARD TOTAL STOCK MARKET ETF
-34.57%
Shares6.3K
Event2026-06-30
Filed2026-07-29
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
2.89%
Shares22.8K
Event2026-06-30
Filed2026-07-29
QEFA
STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF
-4.44%
Shares22.1K
Event2026-06-30
Filed2026-07-29
C
CITIGROUP INC COM NEW
3.01%
Shares14.9K
Event2026-06-30
Filed2026-07-29
WASTE MGMT INC DEL COM
WASTE MGMT INC DEL COM
-0.66%
Shares9.3K
Event2026-06-30
Filed2026-07-29
XBI
STATE STREET SPDR S&P BIOTECH ETF
-5.30%
Shares12.9K
Event2026-06-30
Filed2026-07-29
PLD
PROLOGIS INC. COM
-2.19%
Shares14.9K
Event2026-06-30
Filed2026-07-29
APH
AMPHENOL CORP CL A
2.10%
Shares11.4K
Event2026-06-30
Filed2026-07-29
UNP
UNION PAC CORP COM
-0.75%
Shares7.4K
Event2026-06-30
Filed2026-07-29
XEL
XCEL ENERGY INC COM
1.10%
Shares24.7K
Event2026-06-30
Filed2026-07-29
NEXTERA ENERGY INC COM
NEXTERA ENERGY INC COM
-0.04%
Shares22.4K
Event2026-06-30
Filed2026-07-29
HOOD
ROBINHOOD MKTS INC COM CL A
0.58%
Shares19.3K
Event2026-06-30
Filed2026-07-29
AFFIRM HLDGS INC COM CL A
AFFIRM HLDGS INC COM CL A
1004.25%
Shares23.6K
Event2026-06-30
Filed2026-07-29
QUANTA SVCS INC COM
QUANTA SVCS INC COM
-27.12%
Shares2.6K
Event2026-06-30
Filed2026-07-29
EXXON MOBIL CORP COM
EXXON MOBIL CORP COM
2790.15%
Shares13.5K
Event2026-06-30
Filed2026-07-29
SN
SHARKNINJA INC COM SHS
0.08%
Shares12.0K
Event2026-06-30
Filed2026-07-29
MCD
MCDONALDS CORP COM
14.00%
Shares6.7K
Event2026-06-30
Filed2026-07-29
MPWR
MONOLITHIC PWR SYS INC COM
-3.37%
Shares1.3K
Event2026-06-30
Filed2026-07-29
ORACLE CORP COM
ORACLE CORP COM
33.48%
Shares12.1K
Event2026-06-30
Filed2026-07-29
DUK
DUKE ENERGY CORP NEW COM NEW
-0.68%
Shares13.5K
Event2026-06-30
Filed2026-07-29
BA
BOEING CO COM
0.14%
Shares7.9K
Event2026-06-30
Filed2026-07-29
DAL
DELTA AIR LINES INC COM NEW
4046.35%
Shares18.2K
Event2026-06-30
Filed2026-07-29
SON
SONOCO PRODS CO COM
0.00%
Shares29.9K
Event2026-06-30
Filed2026-07-29
PEP
PEPSICO INC COM
-0.13%
Shares12.1K
Event2026-06-30
Filed2026-07-29
PG
PROCTER & GAMBLE CO COM
2.09%
Shares11.1K
Event2026-06-30
Filed2026-07-29
CAT
CATERPILLAR INC COM
1.32%
Shares1.5K
Event2026-06-30
Filed2026-07-29
PNC
PNC FINL SVCS GROUP INC COM
95.04%
Shares6.6K
Event2026-06-30
Filed2026-07-29
EW
EDWARDS LIFESCIENCES CORP COM
0.93%
Shares17.9K
Event2026-06-30
Filed2026-07-29
EWZ
ISHARES MSCI BRAZIL ETF
1170000.00%
Shares46.8K
Event2026-06-30
Filed2026-07-29
UBER
UBER TECHNOLOGIES INC COM
-0.05%
Shares22.1K
Event2026-06-30
Filed2026-07-29
SHV
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
164.13%
Shares14.4K
Event2026-06-30
Filed2026-07-29
DIS
DISNEY WALT CO COM
-28.88%
Shares16.5K
Event2026-06-30
Filed2026-07-29
SNOWFLAKE INC COM SHS
SNOWFLAKE INC COM SHS
-1.29%
Shares6.2K
Event2026-06-30
Filed2026-07-29
BKLN
INVESCO SENIOR LOAN ETF
171.84%
Shares77.1K
Event2026-06-30
Filed2026-07-29
CWB
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
-32.33%
Shares14.4K
Event2026-06-30
Filed2026-07-29
LMT
LOCKHEED MARTIN CORP COM
5.38%
Shares3.1K
Event2026-06-30
Filed2026-07-29
CLH
CLEAN HARBORS INC COM
-5.34%
Shares5.1K
Event2026-06-30
Filed2026-07-29
SHOP
SHOPIFY INC CL A SUB VTG SHS
12.75%
Shares13.4K
Event2026-06-30
Filed2026-07-29
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-23.89%
Shares18.6K
Event2026-06-30
Filed2026-07-29
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
-26.92%
Shares36.8K
Event2026-06-30
Filed2026-07-29
DXJ
WISDOMTREE JAPAN HEDGED EQUITY FUND
3.22%
Shares8.5K
Event2026-06-30
Filed2026-07-29
SNPS
SYNOPSYS INC COM
-1.31%
Shares3.3K
Event2026-06-30
Filed2026-07-29
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-43.43%
Shares17.2K
Event2026-06-30
Filed2026-07-29
EWC
ISHARES MSCI CANADA ETF
-0.23%
Shares25.1K
Event2026-06-30
Filed2026-07-29
MP
MP MATERIALS CORP COM CL A
146.18%
Shares25.3K
Event2026-06-30
Filed2026-07-29
ARGENX SE SPONSORED ADR
ARGENX SE SPONSORED ADR
-1.11%
Shares1.5K
Event2026-06-30
Filed2026-07-29
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-8.77%
Shares26.5K
Event2026-06-30
Filed2026-07-29
PALANTIR TECHNOLOGIES INC CL A
PALANTIR TECHNOLOGIES INC CL A
-1.01%
Shares11.8K
Event2026-06-30
Filed2026-07-29
TT
TRANE TECHNOLOGIES PLC SHS
-1.15%
Shares2.7K
Event2026-06-30
Filed2026-07-29
EWW
ISHARES MSCI MEXICO ETF
0.84%
Shares17.9K
Event2026-06-30
Filed2026-07-29
BIDD
ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF
-3.61%
Shares43.3K
Event2026-06-30
Filed2026-07-29
INDA
ISHARES MSCI INDIA ETF
2.88%
Shares25.6K
Event2026-06-30
Filed2026-07-29
ROST
ROSS STORES INC COM
-9.23%
Shares5.9K
Event2026-06-30
Filed2026-07-29
HEI
HEICO CORP NEW COM
-1.22%
Shares3.5K
Event2026-06-30
Filed2026-07-29
IBM
INTERNATIONAL BUSINESS MACHS COM
-1.09%
Shares4.4K
Event2026-06-30
Filed2026-07-29
COF
CAPITAL ONE FINL CORP COM
210.83%
Shares6.1K
Event2026-06-30
Filed2026-07-29
EMR
EMERSON ELEC CO COM
-1.23%
Shares8.2K
Event2026-06-30
Filed2026-07-29
EWY
ISHARES MSCI SOUTH KOREA ETF
1841.00%
Shares5.8K
Event2026-06-30
Filed2026-07-29
QQQ
INVESCO QQQ TRUST SERIES I
621.82%
Shares1.6K
Event2026-06-30
Filed2026-07-29
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
-10.15%
Shares16.9K
Event2026-06-30
Filed2026-07-29
KMLM
KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF
-1.36%
Shares41.2K
Event2026-06-30
Filed2026-07-29
TDG
TRANSDIGM GROUP INC COM
-1.18%
Shares834
Event2026-06-30
Filed2026-07-29
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
-22.41%
Shares5.8K
Event2026-06-30
Filed2026-07-29
ROK
ROCKWELL AUTOMATION INC COM
214800.00%
Shares2.1K
Event2026-06-30
Filed2026-07-29
IWC
ISHARES MICRO-CAP ETF
281.57%
Shares5.3K
Event2026-06-30
Filed2026-07-29
FREEPORT MCMORAN INC CL B
FREEPORT MCMORAN INC CL B
-1.07%
Shares16.5K
Event2026-06-30
Filed2026-07-29
SPOTIFY TECHNOLOGY S A SHS
SPOTIFY TECHNOLOGY S A SHS
1.83%
Shares2.2K
Event2026-06-30
Filed2026-07-29
MLM
MARTIN MARIETTA MATLS INC COM
-3.75%
Shares1.7K
Event2026-06-30
Filed2026-07-29
SLB
SLB LIMITED COM STK
84652.00%
Shares21.2K
Event2026-06-30
Filed2026-07-29
IWF
ISHARES RUSSELL 1000 GROWTH ETF
New
Shares7.9K
Event2026-06-30
Filed2026-07-29
MELI
MERCADOLIBRE INC COM
-34.96%
Shares573
Event2026-06-30
Filed2026-07-29
VMC
VULCAN MATLS CO COM
-1.33%
Shares3.3K
Event2026-06-30
Filed2026-07-29
IDEXX LABS INC COM
IDEXX LABS INC COM
-1.10%
Shares1.8K
Event2026-06-30
Filed2026-07-29
ALERIAN MLP ETF
ALERIAN MLP ETF
-13.39%
Shares17.8K
Event2026-06-30
Filed2026-07-29
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-62.53%
Shares17.9K
Event2026-06-30
Filed2026-07-29
IBN
ICICI BANK LIMITED ADR
-1.39%
Shares31.1K
Event2026-06-30
Filed2026-07-29
PAGS
PAGSEGURO DIGITAL LTD COM CL A
-1.17%
Shares95.1K
Event2026-06-30
Filed2026-07-29
DVN
DEVON ENERGY CORP NEW COM
137760.00%
Shares20.7K
Event2026-06-30
Filed2026-07-29
SMH
VANECK SEMICONDUCTOR ETF
-39.56%
Shares1.3K
Event2026-06-30
Filed2026-07-29
PSTL
POSTAL REALTY TRUST INC CL A
-16.47%
Shares34.0K
Event2026-06-30
Filed2026-07-29
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-23.06%
Shares8.2K
Event2026-06-30
Filed2026-07-29
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
-47.23%
Shares14.1K
Event2026-06-30
Filed2026-07-29
GS
GOLDMAN SACHS GROUP INC COM
0.50%
Shares803
Event2026-06-30
Filed2026-07-29
CYTOKINETICS INC COM NEW
CYTOKINETICS INC COM NEW
-1.02%
Shares9.1K
Event2026-06-30
Filed2026-07-29
IBB
ISHARES BIOTECHNOLOGY ETF
-15.59%
Shares4.1K
Event2026-06-30
Filed2026-07-29
IREN
IREN LIMITED ORDINARY SHARES
New
Shares16.9K
Event2026-06-30
Filed2026-07-29
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
0.13%
Shares16.9K
Event2026-06-30
Filed2026-07-29
PSX
PHILLIPS 66 COM
-0.65%
Shares4.4K
Event2026-06-30
Filed2026-07-29
BRK.A
BERKSHIRE HATHAWAY INC DEL CL A
0.00%
Shares1
Event2026-06-30
Filed2026-07-29
KRE
STATE STREET SPDR S&P REGIONAL BANKING ETF
-3.78%
Shares9.9K
Event2026-06-30
Filed2026-07-29
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
-25.89%
Shares13.7K
Event2026-06-30
Filed2026-07-29
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
-13.40%
Shares3.0K
Event2026-06-30
Filed2026-07-29
DE
DEERE & CO COM
2.71%
Shares1.1K
Event2026-06-30
Filed2026-07-29
JOHNSON CTLS INTL PLC SHS
JOHNSON CTLS INTL PLC SHS
0.59%
Shares4.9K
Event2026-06-30
Filed2026-07-29
UPS
UNITED PARCEL SVCS INC CL B
33325.00%
Shares6.7K
Event2026-06-30
Filed2026-07-29
EWS
ISHARES MSCI SINGAPORE ETF
0.12%
Shares24.2K
Event2026-06-30
Filed2026-07-29
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-61.70%
Shares3.3K
Event2026-06-30
Filed2026-07-29
VGK
VANGUARD FTSE EUROPE ETF
0.60%
Shares7.9K
Event2026-06-30
Filed2026-07-29
VNM
VANECK VIETNAM ETF
0.03%
Shares37.3K
Event2026-06-30
Filed2026-07-29
XLB
STATE STREET MATERIALS SELECT SECTOR SPDR ETF
-14.58%
Shares13.3K
Event2026-06-30
Filed2026-07-29
EUAD
SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF
0.28%
Shares15.7K
Event2026-06-30
Filed2026-07-29
APD
AIR PRODUCTS AND CHEMICALS INC COM
32157.14%
Shares2.3K
Event2026-06-30
Filed2026-07-29
LOW
LOWES COS INC COM
14.21%
Shares2.9K
Event2026-06-30
Filed2026-07-29
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
-3.33%
Shares6.9K
Event2026-06-30
Filed2026-07-29
AOR
ISHARES CORE 60/40 BALANCED ALLOCATION ETF
-11.53%
Shares9.0K
Event2026-06-30
Filed2026-07-29
DLR
DIGITAL RLTY TR INC COM
-2.40%
Shares3.5K
Event2026-06-30
Filed2026-07-29
LENS
SARMAYA THEMATIC ETF
0.27%
Shares15.0K
Event2026-06-30
Filed2026-07-29
DVY
ISHARES SELECT DIVIDEND ETF
-5.81%
Shares3.6K
Event2026-06-30
Filed2026-07-29
SOFI
SOFI TECHNOLOGIES INC COM
7.49%
Shares30.0K
Event2026-06-30
Filed2026-07-29
VITA COCO CO INC COM
VITA COCO CO INC COM
New
Shares8.0K
Event2026-06-30
Filed2026-07-29
PEG
PUBLIC SVC ENTERPRISE GROUP COM
0.00%
Shares6.2K
Event2026-06-30
Filed2026-07-29
MUB
ISHARES NATIONAL MUNI BOND ETF
-0.11%
Shares4.5K
Event2026-06-30
Filed2026-07-29
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-51.30%
Shares8.5K
Event2026-06-30
Filed2026-07-29
SHLD
GLOBAL X DEFENSE TECH ETF
3.48%
Shares7.9K
Event2026-06-30
Filed2026-07-29
VOO
VANGUARD S&P 500 ETF
16.02%
Shares659
Event2026-06-30
Filed2026-07-29
ADOBE INC COM
ADOBE INC COM
0.10%
Shares2.0K
Event2026-06-30
Filed2026-07-29
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-8.15%
Shares4.3K
Event2026-06-30
Filed2026-07-29
AOA
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
-0.38%
Shares3.9K
Event2026-06-30
Filed2026-07-29
IDA
IDACORP INC COM
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-29
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-37.45%
Shares1.4K
Event2026-06-30
Filed2026-07-29
NBIS
NEBIUS GROUP N.V. SHS CLASS A
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-29
GOOG
ALPHABET INC CAP STK CL C
0.00%
Shares837
Event2026-06-30
Filed2026-07-29
CLS
CELESTICA INC COM
-1.10%
Shares810
Event2026-06-30
Filed2026-07-29
SLV
ISHARES SILVER TRUST
26505.00%
Shares5.3K
Event2026-06-30
Filed2026-07-29
IRM
IRON MTN INC DEL COM
0.06%
Shares1.7K
Event2026-06-30
Filed2026-07-29
MRVL
MARVELL TECHNOLOGY INC COM
-35.83%
Shares693
Event2026-06-30
Filed2026-07-29
XLI
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
-69.07%
Shares1.1K
Event2026-06-30
Filed2026-07-29
XLP
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-29
TSLA
TESLA INC COM
-1.85%
Shares425
Event2026-06-30
Filed2026-07-29
RSG
REPUBLIC SVCS INC COM
-2.83%
Shares791
Event2026-06-30
Filed2026-07-29
CRM
SALESFORCE INC COM
-79.55%
Shares752
Event2026-06-30
Filed2026-07-29
TIP
ISHARES TIPS BOND ETF
-79.44%
Shares1.5K
Event2026-06-30
Filed2026-07-29
IBKR
INTERACTIVE BROKERS GROUP INC COM CL A
-0.28%
Shares1.8K
Event2026-06-30
Filed2026-07-29
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-0.15%
Shares1.9K
Event2026-06-30
Filed2026-07-29
SDY
STATE STREET SPDR S&P DIVIDEND ETF
0.00%
Shares969
Event2026-06-30
Filed2026-07-29
DJP
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN
-50.57%
Shares3.1K
Event2026-06-30
Filed2026-07-29
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-52.10%
Shares831
Event2026-06-30
Filed2026-07-29
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
-55.03%
Shares2.5K
Event2026-06-30
Filed2026-07-29
VZ
VERIZON COMMUNICATIONS INC COM
0.51%
Shares2.9K
Event2026-06-30
Filed2026-07-29
WSM
WILLIAMS SONOMA INC COM
0.20%
Shares502
Event2026-06-30
Filed2026-07-29
USDU
WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND
New
Shares4.4K
Event2026-06-30
Filed2026-07-29
ABT
ABBOTT LABORATORIES COM
-91.68%
Shares1.3K
Event2026-06-30
Filed2026-07-29
BIP
BROOKFIELD INFRASTRUCTURE PART LP INT UNIT
0.00%
Shares3.1K
Event2026-06-30
Filed2026-07-29
OILK
PROSHARES K-1 FREE CRUDE OIL ETF OF BENEF INTEREST
-56.48%
Shares2.3K
Event2026-06-30
Filed2026-07-29
BP
BP PLC SPONSORED ADR
0.00%
Shares2.9K
Event2026-06-30
Filed2026-07-29
HL
HECLA MINING COMPANY COM
New
Shares6.3K
Event2026-06-30
Filed2026-07-29
SIGI
SELECTIVE INS GROUP INC COM
New
Shares1.0K
Event2026-06-30
Filed2026-07-29
ORLY
OREILLY AUTOMOTIVE INC COM
-9.65%
Shares1.0K
Event2026-06-30
Filed2026-07-29
AMX
AMERICA MOVIL SAB DE CV SPON ADS RP CL B
0.00%
Shares3.6K
Event2026-06-30
Filed2026-07-29
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
0.00%
Shares920
Event2026-06-30
Filed2026-07-29
SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-29
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-70.90%
Shares914
Event2026-06-30
Filed2026-07-29
QXO
QXO INC COM NEW
0.00%
Shares5.0K
Event2026-06-30
Filed2026-07-29
DDWM
WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND
0.48%
Shares1.9K
Event2026-06-30
Filed2026-07-29
VHT
VANGUARD HEALTH CARE ETF
0.00%
Shares275
Event2026-06-30
Filed2026-07-29
REGN
REGENERON PHARMACEUTICALS COM
-2.34%
Shares125
Event2026-06-30
Filed2026-07-29
BLK
BLACKROCK INC COM
0.00%
Shares80
Event2026-06-30
Filed2026-07-29
PM
PHILIP MORRIS INTL INC COM
2.21%
Shares416
Event2026-06-30
Filed2026-07-29
CGNX
COGNEX CORP COM
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-29
CL
COLGATE PALMOLIVE CO COM
1.26%
Shares802
Event2026-06-30
Filed2026-07-29
PPL CORP COM
PPL CORP COM
-0.25%
Shares2.0K
Event2026-06-30
Filed2026-07-29
CEG
CONSTELLATION ENERGY CORP COM
0.34%
Shares291
Event2026-06-30
Filed2026-07-29
PFE
PFIZER INC COM
0.79%
Shares2.9K
Event2026-06-30
Filed2026-07-29
KO
COCA COLA CO COM
0.24%
Shares842
Event2026-06-30
Filed2026-07-29
TSCO
TRACTOR SUPPLY CO COM
4.06%
Shares2.1K
Event2026-06-30
Filed2026-07-29
SH
PROSHARES SHORT S&P500
100.00%
Shares2.0K
Event2026-06-30
Filed2026-07-29
EFX
EQUIFAX INC COM
-1.47%
Shares401
Event2026-06-30
Filed2026-07-29
NEM
NEWMONT CORP COM
1507.50%
Shares643
Event2026-06-30
Filed2026-07-29
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
0.00%
Shares3.7K
Event2026-06-30
Filed2026-07-29
MU
MICRON TECHNOLOGY INC COM
21.43%
Shares51
Event2026-06-30
Filed2026-07-29
CHD
CHURCH & DWIGHT CO INC COM
0.83%
Shares605
Event2026-06-30
Filed2026-07-29
GD
GENERAL DYNAMICS CORP COM
0.61%
Shares165
Event2026-06-30
Filed2026-07-29
AEP
AMERICAN ELEC PWR CO INC COM
0.71%
Shares426
Event2026-06-30
Filed2026-07-29
AEM
AGNICO EAGLE MINES LTD COM
-95.85%
Shares350
Event2026-06-30
Filed2026-07-29
PFS
PROVIDENT FINL SVCS INC COM
0.00%
Shares2.2K
Event2026-06-30
Filed2026-07-29
QBTS
D-WAVE QUANTUM INC COM
1.19%
Shares2.1K
Event2026-06-30
Filed2026-07-29
CALF
PACER US SMALL CAP CASH COWS ETF
-83.51%
Shares1.0K
Event2026-06-30
Filed2026-07-29
XLY
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
-60.19%
Shares430
Event2026-06-30
Filed2026-07-29
UAL
UNITED AIRLS HLDGS INC COM
-4.90%
Shares369
Event2026-06-30
Filed2026-07-29
3M CO COM
3M CO COM
1.02%
Shares298
Event2026-06-30
Filed2026-07-29
MAR
MARRIOTT INTL INC NEW CL A
1.56%
Shares130
Event2026-06-30
Filed2026-07-29
SCHW
SCHWAB CHARLES CORP COM
0.00%
Shares515
Event2026-06-30
Filed2026-07-29
INTC
INTEL CORP COM
6.51%
Shares327
Event2026-06-30
Filed2026-07-29
EXC
EXELON CORP COM
0.58%
Shares872
Event2026-06-30
Filed2026-07-29
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
-86.06%
Shares481
Event2026-06-30
Filed2026-07-29
YUM
YUM BRANDS INC COM
0.00%
Shares244
Event2026-06-30
Filed2026-07-29
VANECK GOLD MINERS ETF
VANECK GOLD MINERS ETF
-98.85%
Shares468
Event2026-06-30
Filed2026-07-29
IBIT
ISHARES BITCOIN TRUST ETF
0.51%
Shares977
Event2026-06-30
Filed2026-07-29
SOUTHERN CO COM
SOUTHERN CO COM
1.53%
Shares332
Event2026-06-30
Filed2026-07-29
CISCO SYS INC COM
CISCO SYS INC COM
10.25%
Shares269
Event2026-06-30
Filed2026-07-29
MO
ALTRIA GROUP INC COM
1.18%
Shares427
Event2026-06-30
Filed2026-07-29
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
0.00%
Shares468
Event2026-06-30
Filed2026-07-29
F
FORD MTR CO COM
0.23%
Shares2.2K
Event2026-06-30
Filed2026-07-29
IJR
ISHARES CORE S&P SMALL CAP ETF
0.00%
Shares204
Event2026-06-30
Filed2026-07-29
WY
WEYERHAEUSER CO COM NEW
174.67%
Shares1.3K
Event2026-06-30
Filed2026-07-29
B
BARRICK MNG CORP COM SHS
New
Shares767
Event2026-06-30
Filed2026-07-29
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-80.05%
Shares891
Event2026-06-30
Filed2026-07-29
LVHD
FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF
-2.06%
Shares617
Event2026-06-30
Filed2026-07-29
BDX
BECTON DICKINSON & CO COM
0.00%
Shares175
Event2026-06-30
Filed2026-07-29
ARCUTIS BIOTHERAPEUTICS INC COM
ARCUTIS BIOTHERAPEUTICS INC COM
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-29
PKBK
PARKE BANCORP INC COM
0.00%
Shares763
Event2026-06-30
Filed2026-07-29
SPUS
SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF
0.00%
Shares440
Event2026-06-30
Filed2026-07-29
EMN
EASTMAN CHEM CO COM
0.00%
Shares364
Event2026-06-30
Filed2026-07-29
XYL
XYLEM INC COM
-97.14%
Shares205
Event2026-06-30
Filed2026-07-29
ABNB
AIRBNB INC COM CL A
-27.47%
Shares169
Event2026-06-30
Filed2026-07-29
KGC
KINROSS GOLD CORP COM
New
Shares1.0K
Event2026-06-30
Filed2026-07-29
OCFC
OCEANFIRST FINL CORP COM
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-29
COWZ
PACER US CASH COWS 100 ETF
0.00%
Shares359
Event2026-06-30
Filed2026-07-29
ESGV
VANGUARD ESG U.S. STOCK ETF
0.00%
Shares166
Event2026-06-30
Filed2026-07-29
OKLO
OKLO INC COM CL A
-33.28%
Shares407
Event2026-06-30
Filed2026-07-29
CMG
CHIPOTLE MEXICAN GRILL INC COM
0.65%
Shares622
Event2026-06-30
Filed2026-07-29
AJG
GALLAGHER ARTHUR J & CO COM
1.15%
Shares88
Event2026-06-30
Filed2026-07-29
XAR
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
0.00%
Shares70
Event2026-06-30
Filed2026-07-29
ITT
ITT INC COM
0.00%
Shares100
Event2026-06-30
Filed2026-07-29
XLRE
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
0.00%
Shares445
Event2026-06-30
Filed2026-07-29
DFTX
DEFINIUM THERAPEUTICS INC COM SHS
0.00%
Shares416
Event2026-06-30
Filed2026-07-29
NAK
NORTHERN DYNASTY MINERALS LTD COM NEW
0.00%
Shares10.0K
Event2026-06-30
Filed2026-07-29
METU
DIREXION DAILY META BULL 2X ETF
92.12%
Shares926
Event2026-06-30
Filed2026-07-29
DATADOG INC CL A COM
DATADOG INC CL A COM
-22.58%
Shares72
Event2026-06-30
Filed2026-07-29
WDC
WESTERN DIGITAL CORP COM
3.57%
Shares29
Event2026-06-30
Filed2026-07-29
PGF
INVESCO FINANCIAL PREFERRED ETF
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-29
MDLZ
MONDELEZ INTL INC CL A
1.79%
Shares284
Event2026-06-30
Filed2026-07-29
T
AT&T INC COM
-11.21%
Shares784
Event2026-06-30
Filed2026-07-29
FRANKLIN PENNSYLVANIA MUNICIPAL INCOME ETF
FRANKLIN PENNSYLVANIA MUNICIPAL INCOME ETF
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-29
XLC
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
-10.98%
Shares146
Event2026-06-30
Filed2026-07-29
UNITEDHEALTH GROUP INC COM
UNITEDHEALTH GROUP INC COM
23.33%
Shares37
Event2026-06-30
Filed2026-07-29
GNRC
GENERAC HLDGS INC COM
4.08%
Shares51
Event2026-06-30
Filed2026-07-29
AAOI
APPLIED OPTOELECTRONICS INC COM
150.00%
Shares100
Event2026-06-30
Filed2026-07-29
ALLW
STATE STREET BRIDGEWATER ALL WEATHER ETF
0.00%
Shares500
Event2026-06-30
Filed2026-07-29
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-90.34%
Shares195
Event2026-06-30
Filed2026-07-29
CMCSA
COMCAST CORP NEW CL A
-72.54%
Shares585
Event2026-06-30
Filed2026-07-29
BW
BABCOCK & WILCOX ENTERPRISES COM
New
Shares1.0K
Event2026-06-30
Filed2026-07-29
MANE
VERADERMICS INC COMMON STOCK
217.14%
Shares111
Event2026-06-30
Filed2026-07-29
VPG
VISHAY PRECISION GROUP INC COM
0.00%
Shares90
Event2026-06-30
Filed2026-07-29
BX
BLACKSTONE INC COM
242.42%
Shares113
Event2026-06-30
Filed2026-07-29
CARR
CARRIER GLOBAL CORPORATION COM
-1.67%
Shares177
Event2026-06-30
Filed2026-07-29
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
New
Shares200
Event2026-06-30
Filed2026-07-29
QCOM
QUALCOMM INC COM
24.53%
Shares66
Event2026-06-30
Filed2026-07-29
VANGUARD TOTAL INFLATION-PROTECTED SECURITIES ETF
VANGUARD TOTAL INFLATION-PROTECTED SECURITIES ETF
0.00%
Shares155
Event2026-06-30
Filed2026-07-29
DOMINION ENERGY INC COM
DOMINION ENERGY INC COM
2.98%
Shares173
Event2026-06-30
Filed2026-07-29
MRP
MILLROSE PPTYS INC COM CL A
0.00%
Shares393
Event2026-06-30
Filed2026-07-29
JHX
JAMES HARDIE INDS PLC ORD SHS
0.00%
Shares450
Event2026-06-30
Filed2026-07-29
HONEYWELL INTL INC COM
HONEYWELL INTL INC COM
New
Shares51
Event2026-06-30
Filed2026-07-29
SNDK
SANDISK CORP COM
25.00%
Shares5
Event2026-06-30
Filed2026-07-29
HONEYWELL AEROSPACE INC COM
HONEYWELL AEROSPACE INC COM
New
Shares51
Event2026-06-30
Filed2026-07-29
IONQ INC COM
IONQ INC COM
4.50%
Shares209
Event2026-06-30
Filed2026-07-29
KKR
KKR & CO INC COM
124.07%
Shares121
Event2026-06-30
Filed2026-07-29
ALAB
ASTERA LABS INC COM
0.00%
Shares23
Event2026-06-30
Filed2026-07-29
CAIE
CALAMOS AUTOCALLABLE INCOME ETF
0.00%
Shares400
Event2026-06-30
Filed2026-07-29
GBTC
GRAYSCALE BITCOIN TRUST ETF
0.00%
Shares228
Event2026-06-30
Filed2026-07-29
YUMC
YUM CHINA HLDGS INC COM
0.00%
Shares251
Event2026-06-30
Filed2026-07-29
RTX CORPORATION COM
RTX CORPORATION COM
-78.49%
Shares54
Event2026-06-30
Filed2026-07-29
ARES MANAGEMENT CORPORATION CL A COM STK
ARES MANAGEMENT CORPORATION CL A COM STK
506.67%
Shares91
Event2026-06-30
Filed2026-07-29
VLTO
VERALTO CORP COM SHS
-51.71%
Shares113
Event2026-06-30
Filed2026-07-29
SERVICENOW INC COM
SERVICENOW INC COM
10.00%
Shares99
Event2026-06-30
Filed2026-07-29
WAT
WATERS CORP COM
13.04%
Shares26
Event2026-06-30
Filed2026-07-29
APOLLO GLOBAL MGMT INC COM
APOLLO GLOBAL MGMT INC COM
1480.00%
Shares79
Event2026-06-30
Filed2026-07-29
RACE
FERRARI N V COM
-99.19%
Shares25
Event2026-06-30
Filed2026-07-29
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
0.00%
Shares112
Event2026-06-30
Filed2026-07-29
EVC
ENTRAVISION COMMUNICATIONS CP CL A
New
Shares700
Event2026-06-30
Filed2026-07-29
ZBH
ZIMMER BIOMET HOLDINGS INC COM
0.00%
Shares105
Event2026-06-30
Filed2026-07-29
GLW
CORNING INC COM
9.38%
Shares35
Event2026-06-30
Filed2026-07-29
JOBY
JOBY AVIATION INC COMMON STOCK
-50.00%
Shares1.0K
Event2026-06-30
Filed2026-07-29
LIN
LINDE PLC SHS
13.33%
Shares17
Event2026-06-30
Filed2026-07-29
PRU
PRUDENTIAL FINL INC COM
0.00%
Shares81
Event2026-06-30
Filed2026-07-29
OPPJ
WISDOMTREE JAPAN OPPORTUNITIES FUND
0.00%
Shares150
Event2026-06-30
Filed2026-07-29
ZM
ZOOM COMMUNICATIONS INC CL A
New
Shares100
Event2026-06-30
Filed2026-07-29
FXY
INVESCO CURRENCYSHARES JAPANESE YEN TRUST
0.00%
Shares150
Event2026-06-30
Filed2026-07-29
BHP
BHP BILLITON LIMITED SPONSORED ADS
New
Shares100
Event2026-06-30
Filed2026-07-29
SMTC
SEMTECH CORP COM
0.00%
Shares50
Event2026-06-30
Filed2026-07-29
XHR
XENIA HOTELS & RESORTS INC COM
0.00%
Shares387
Event2026-06-30
Filed2026-07-29
BAM
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
New
Shares168
Event2026-06-30
Filed2026-07-29
NASSAU COS NEW YORK 7.45 QUIBS 2032
NASSAU COS NEW YORK 7.45 QUIBS 2032
0.00%
Shares400
Event2026-06-30
Filed2026-07-29
EPRF
INNOVATOR S&P INVESTMENT GRADE PREFERRED ETF
0.00%
Shares443
Event2026-06-30
Filed2026-07-29
AOK
ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF
0.00%
Shares176
Event2026-06-30
Filed2026-07-29
DEMANT A/S SHS
DEMANT A/S SHS
0.00%
Shares169
Event2026-06-30
Filed2026-07-29
CG
CARLYLE GROUP INC COM
New
Shares160
Event2026-06-30
Filed2026-07-29
VKTX
VIKING THERAPEUTICS INC COM
0.00%
Shares165
Event2026-06-30
Filed2026-07-29
SA
SEABRIDGE GOLD INC COM
New
Shares250
Event2026-06-30
Filed2026-07-29
IVT
INVENTRUST PPTYS CORP COM NEW
0.00%
Shares181
Event2026-06-30
Filed2026-07-29
AUR
AURORA INNOVATION INC CLASS A COM
0.00%
Shares936
Event2026-06-30
Filed2026-07-29
HUM
HUMANA INC COM
45.45%
Shares16
Event2026-06-30
Filed2026-07-29
QQQJ
INVESCO NASDAQ NEXT GEN 100 ETF
0.00%
Shares135
Event2026-06-30
Filed2026-07-29
BOOT
BOOT BARN HLDGS INC COM
0.00%
Shares37
Event2026-06-30
Filed2026-07-29
PACIFIC GAS & ELEC CO PFD 1ST 5.50
PACIFIC GAS & ELEC CO PFD 1ST 5.50
0.00%
Shares300
Event2026-06-30
Filed2026-07-29
GILD
GILEAD SCIENCES INC COM
0.00%
Shares48
Event2026-06-30
Filed2026-07-29
CFG
CITIZENS FINL GROUP INC COM
6.25%
Shares85
Event2026-06-30
Filed2026-07-29
WELL
WELLTOWER INC COM
13.04%
Shares26
Event2026-06-30
Filed2026-07-29
ETSY INC COM
ETSY INC COM
0.00%
Shares78
Event2026-06-30
Filed2026-07-29
AMGN
AMGEN INC COM
-89.74%
Shares16
Event2026-06-30
Filed2026-07-29
WBD
WARNER BROS DISCOVERY INC COM SER A
2.36%
Shares217
Event2026-06-30
Filed2026-07-29
SOXX
ISHARES SEMICONDUCTOR ETF
0.00%
Shares9
Event2026-06-30
Filed2026-07-29
FDLO
FIDELITY LOW VOLATILITY FACTOR ETF
-11.58%
Shares84
Event2026-06-30
Filed2026-07-29
VIOG
VANGUARD S&P SMALL-CAP 600 GROWTH ETF
0.00%
Shares36
Event2026-06-30
Filed2026-07-29
CHUBB LIMITED COM
CHUBB LIMITED COM
14.29%
Shares16
Event2026-06-30
Filed2026-07-29
JBL
JABIL INC COM
40.00%
Shares14
Event2026-06-30
Filed2026-07-29
CVS
CVS HEALTH CORP COM
10.64%
Shares52
Event2026-06-30
Filed2026-07-29
BMY
BRISTOL-MYERS SQUIBB CO COM
5.68%
Shares93
Event2026-06-30
Filed2026-07-29
TMUS
T-MOBILE US INC COM
-5.88%
Shares32
Event2026-06-30
Filed2026-07-29
SDG
ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF
0.00%
Shares60
Event2026-06-30
Filed2026-07-29
TXN
TEXAS INSTRS INC COM
50.00%
Shares18
Event2026-06-30
Filed2026-07-29
TGT
TARGET CORP COM
2.50%
Shares41
Event2026-06-30
Filed2026-07-29
SRTA
STRATA CRITICAL MEDICAL INC CL A COM
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-29
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
0.00%
Shares35
Event2026-06-30
Filed2026-07-29
DHR
DANAHER CORP DEL COM
-99.63%
Shares27
Event2026-06-30
Filed2026-07-29
CMI
CUMMINS INC COM
16.67%
Shares7
Event2026-06-30
Filed2026-07-29
BITQ
BITWISE CRYPTO INDUSTRY INNOVATORS ETF
0.00%
Shares200
Event2026-06-30
Filed2026-07-29
CAVA
CAVA GROUP INC COM
0.00%
Shares62
Event2026-06-30
Filed2026-07-29
TFC
TRUIST FINL CORP COM
-36.60%
Shares97
Event2026-06-30
Filed2026-07-29
ROYAL CARIBBEAN GROUP COM
ROYAL CARIBBEAN GROUP COM
15.38%
Shares15
Event2026-06-30
Filed2026-07-29
ARCHER AVIATION INC COM CL A
ARCHER AVIATION INC COM CL A
-50.00%
Shares1.0K
Event2026-06-30
Filed2026-07-29
ADP
AUTOMATIC DATA PROCESSING INC COM
16.67%
Shares21
Event2026-06-30
Filed2026-07-29
VOT
VANGUARD MID-CAP GROWTH ETF
0.00%
Shares15
Event2026-06-30
Filed2026-07-29
FTNT
FORTINET INC COM
-14.71%
Shares29
Event2026-06-30
Filed2026-07-29
BSX
BOSTON SCIENTIFIC CORP COM
-98.31%
Shares103
Event2026-06-30
Filed2026-07-29
HTUS
CAPITOL SERIES TRUST - HULL TACTICAL US ETF
0.00%
Shares100
Event2026-06-30
Filed2026-07-29
PGR
PROGRESSIVE CORP COM
25.00%
Shares20
Event2026-06-30
Filed2026-07-29
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
68.89%
Shares76
Event2026-06-30
Filed2026-07-29
EQIX
EQUINIX INC COM
0.00%
Shares4
Event2026-06-30
Filed2026-07-29
COP
CONOCOPHILLIPS COM
14.29%
Shares40
Event2026-06-30
Filed2026-07-29
DOMINOS PIZZA INC COM
DOMINOS PIZZA INC COM
0.00%
Shares14
Event2026-06-30
Filed2026-07-29
HYMB
STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF
25.58%
Shares162
Event2026-06-30
Filed2026-07-29
APPLOVIN CORP COM CL A
APPLOVIN CORP COM CL A
166.67%
Shares8
Event2026-06-30
Filed2026-07-29
ELVR
ELEVRA LITHIUM LTD SPONSORED ADS
0.00%
Shares60
Event2026-06-30
Filed2026-07-29
BK
BANK OF NY MELLON CORP COM
16.67%
Shares28
Event2026-06-30
Filed2026-07-29
BMNR
BITMINE IMMERSION TECHS INC COM NEW
0.00%
Shares300
Event2026-06-30
Filed2026-07-29
ADI
ANALOG DEVICES INC COM
25.00%
Shares10
Event2026-06-30
Filed2026-07-29
MGK
VANGUARD MEGA CAP GROWTH ETF
400.00%
Shares45
Event2026-06-30
Filed2026-07-29
TER
TERADYNE INC COM
14.29%
Shares8
Event2026-06-30
Filed2026-07-29
FXI
ISHARES CHINA LARGE-CAP ETF
0.00%
Shares120
Event2026-06-30
Filed2026-07-29
SYK
STRYKER CORPORATION COM
-7.69%
Shares12
Event2026-06-30
Filed2026-07-29
SOFTBANK GROUP CORP UNSPONSORED ADR
SOFTBANK GROUP CORP UNSPONSORED ADR
0.00%
Shares200
Event2026-06-30
Filed2026-07-29
HWM
HOWMET AEROSPACE INC COM
16.67%
Shares14
Event2026-06-30
Filed2026-07-29
AFL
AFLAC INC COM
0.00%
Shares32
Event2026-06-30
Filed2026-07-29
STT
STATE STR CORP COM
10.00%
Shares22
Event2026-06-30
Filed2026-07-29
ROP
ROPER TECHNOLOGIES INC COM
57.14%
Shares11
Event2026-06-30
Filed2026-07-29
SWK
STANLEY BLACK & DECKER INC COM
0.00%
Shares39
Event2026-06-30
Filed2026-07-29
AMPX
AMPRIUS TECHNOLOGIES INC COMMON STOCK
0.00%
Shares264
Event2026-06-30
Filed2026-07-29
HLT
HILTON WORLDWIDE HLDGS INC COM
0.00%
Shares11
Event2026-06-30
Filed2026-07-29
ISRG
INTUITIVE SURGICAL INC COM NEW
-10.00%
Shares9
Event2026-06-30
Filed2026-07-29
EBAY
EBAY INC. COM
18.52%
Shares32
Event2026-06-30
Filed2026-07-29
NKE
NIKE INC CL B
-99.64%
Shares87
Event2026-06-30
Filed2026-07-29
BKNG
BOOKING HOLDINGS INC COM
New
Shares20
Event2026-06-30
Filed2026-07-29
CRWV
COREWEAVE INC COM CL A
0.00%
Shares35
Event2026-06-30
Filed2026-07-29
EVTL
VERTICAL AEROSPACE LTD SHS NEW
100.00%
Shares2.0K
Event2026-06-30
Filed2026-07-29
VRTX
VERTEX PHARMACEUTICALS INC COM
16.67%
Shares7
Event2026-06-30
Filed2026-07-29
AMT
AMERICAN TOWER CORP COM
-30.00%
Shares21
Event2026-06-30
Filed2026-07-29
BIIB
BIOGEN INC COM
0.00%
Shares16
Event2026-06-30
Filed2026-07-29
OXY
OCCIDENTAL PETE CORP COM
7.58%
Shares71
Event2026-06-30
Filed2026-07-29
PAYX
PAYCHEX INC COM
16.67%
Shares35
Event2026-06-30
Filed2026-07-29
IBRX
IMMUNITYBIO INC COM
0.00%
Shares393
Event2026-06-30
Filed2026-07-29
URI
UNITED RENTALS INC COM
-25.00%
Shares3
Event2026-06-30
Filed2026-07-29
INTU
INTUIT COM
85.71%
Shares13
Event2026-06-30
Filed2026-07-29
MSCI
MSCI INC COM
-25.00%
Shares6
Event2026-06-30
Filed2026-07-29
ROBO
ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF
0.00%
Shares39
Event2026-06-30
Filed2026-07-29
CNC
CENTENE CORP DEL COM
0.00%
Shares52
Event2026-06-30
Filed2026-07-29
RVTY
REVVITY INC COM
20.00%
Shares30
Event2026-06-30
Filed2026-07-29
GM
GENERAL MTRS CO COM
13.16%
Shares43
Event2026-06-30
Filed2026-07-29
LPTH
LIGHTPATH TECHNOLOGIES INC COM CL A
New
Shares200
Event2026-06-30
Filed2026-07-29
NFBK
NORTHFIELD BANCORP INC DEL COM
0.00%
Shares220
Event2026-06-30
Filed2026-07-29
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
0.00%
Shares24
Event2026-06-30
Filed2026-07-29
HAL
HALLIBURTON CO COM
5.56%
Shares95
Event2026-06-30
Filed2026-07-29
MET
METLIFE INC COM
65.22%
Shares38
Event2026-06-30
Filed2026-07-29
NSC
NORFOLK SOUTHN CORP COM
11.11%
Shares10
Event2026-06-30
Filed2026-07-29
SHAKE SHACK INC CL A
SHAKE SHACK INC CL A
0.00%
Shares56
Event2026-06-30
Filed2026-07-29
NVS
NOVARTIS AG SPONSORED ADR
0.00%
Shares20
Event2026-06-30
Filed2026-07-29
NTAP
NETAPP INC COM
0.00%
Shares20
Event2026-06-30
Filed2026-07-29
ELV
ELEVANCE HEALTH INC FORMERLY A COM
166.67%
Shares8
Event2026-06-30
Filed2026-07-29
TSPA
T. ROWE PRICE U.S. EQUITY RESEARCH ETF
0.00%
Shares65
Event2026-06-30
Filed2026-07-29
ITW
ILLINOIS TOOL WKS INC COM
0.00%
Shares11
Event2026-06-30
Filed2026-07-29
RPRX
ROYALTY PHARMA PLC SHS CLASS A
0.00%
Shares53
Event2026-06-30
Filed2026-07-29
LIVE NATION ENTERTAINMENT INC COM
LIVE NATION ENTERTAINMENT INC COM
6.67%
Shares16
Event2026-06-30
Filed2026-07-29
SPG
SIMON PPTY GROUP INC NEW COM
8.33%
Shares13
Event2026-06-30
Filed2026-07-29
WMB
WILLIAMS COS INC COM
14.71%
Shares39
Event2026-06-30
Filed2026-07-29
ABSI
ABSCI CORPORATION COM
New
Shares250
Event2026-06-30
Filed2026-07-29
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
0.00%
Shares11
Event2026-06-30
Filed2026-07-29
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
50.00%
Shares3
Event2026-06-30
Filed2026-07-29
OKTA
OKTA INC CL A
New
Shares21
Event2026-06-30
Filed2026-07-29
CMPS
COMPASS PATHWAYS PLC SPONSORED ADS
0.00%
Shares202
Event2026-06-30
Filed2026-07-29
VTEB
VANGUARD TAX-EXEMPT BOND ETF
5.66%
Shares56
Event2026-06-30
Filed2026-07-29
REX DRONE ETF
REX DRONE ETF
New
Shares125
Event2026-06-30
Filed2026-07-29
PYPL
PAYPAL HLDGS INC COM
-27.78%
Shares65
Event2026-06-30
Filed2026-07-29
LEN
LENNAR CORP CL A
520.00%
Shares31
Event2026-06-30
Filed2026-07-29
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-42.86%
Shares8
Event2026-06-30
Filed2026-07-29
MNST
MONSTER BEVERAGE CORP NEW COM
20.83%
Shares29
Event2026-06-30
Filed2026-07-29
NTRS
NORTHERN TR CORP COM
6.67%
Shares16
Event2026-06-30
Filed2026-07-29
VV
VANGUARD LARGE-CAP ETF
0.00%
Shares8
Event2026-06-30
Filed2026-07-29
KMB
KIMBERLY-CLARK CORP COM
150.00%
Shares25
Event2026-06-30
Filed2026-07-29
MCO
MOODYS CORP COM
-14.29%
Shares6
Event2026-06-30
Filed2026-07-29
KWEB
KRANESHARES CSI CHINA INTERNET ETF
0.00%
Shares111
Event2026-06-30
Filed2026-07-29
ULTA BEAUTY INC COM
ULTA BEAUTY INC COM
0.00%
Shares6
Event2026-06-30
Filed2026-07-29
BBW
BUILD-A-BEAR WORKSHOP INC COM
0.00%
Shares88
Event2026-06-30
Filed2026-07-29
ZOETIS INC CL A
ZOETIS INC CL A
-98.46%
Shares37
Event2026-06-30
Filed2026-07-29
AGILENT TECHNOLOGIES INC COM
AGILENT TECHNOLOGIES INC COM
33.33%
Shares20
Event2026-06-30
Filed2026-07-29
YETI
YETI HLDGS INC COM
0.00%
Shares53
Event2026-06-30
Filed2026-07-29
ODFL
OLD DOMINION FREIGHT LINE INC COM
-20.00%
Shares12
Event2026-06-30
Filed2026-07-29
CTA
SIMPLIFY MANAGED FUTURES STRATEGY ETF
0.00%
Shares100
Event2026-06-30
Filed2026-07-29
APA CORPORATION COM
APA CORPORATION COM
0.00%
Shares79
Event2026-06-30
Filed2026-07-29
ETHE
GRAYSCALE ETHEREUM STAKING ETF
0.00%
Shares200
Event2026-06-30
Filed2026-07-29
NXP SEMICONDUCTORS N V COM
NXP SEMICONDUCTORS N V COM
12.50%
Shares9
Event2026-06-30
Filed2026-07-29
BIZD
VANECK BDC INCOME ETF
New
Shares197
Event2026-06-30
Filed2026-07-29
MSI
MOTOROLA SOLUTIONS INC COM NEW
50.00%
Shares6
Event2026-06-30
Filed2026-07-29
ILMN
ILLUMINA INC COM
0.00%
Shares14
Event2026-06-30
Filed2026-07-29
CORTEVA INC COM
CORTEVA INC COM
20.83%
Shares29
Event2026-06-30
Filed2026-07-29
S&P GLOBAL INC COM
S&P GLOBAL INC COM
20.00%
Shares6
Event2026-06-30
Filed2026-07-29
SYF
SYNCHRONY FINANCIAL COM
-13.51%
Shares32
Event2026-06-30
Filed2026-07-29
LULU
LULULEMON ATHLETICA INC COM
-47.50%
Shares21
Event2026-06-30
Filed2026-07-29
BEP
BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT
0.00%
Shares68
Event2026-06-30
Filed2026-07-29
OKE
ONEOK INC NEW COM
22.73%
Shares27
Event2026-06-30
Filed2026-07-29
VRT
VERTIV HOLDINGS CO COM CL A
New
Shares7
Event2026-06-30
Filed2026-07-29
HCA
HCA HEALTHCARE INC COM
0.00%
Shares6
Event2026-06-30
Filed2026-07-29
ETHA
ISHARES ETHEREUM TRUST ETF
0.00%
Shares195
Event2026-06-30
Filed2026-07-29
SRE
SEMPRA COM
25.00%
Shares25
Event2026-06-30
Filed2026-07-29
AMERIPRISE FINL INC COM
AMERIPRISE FINL INC COM
25.00%
Shares5
Event2026-06-30
Filed2026-07-29
CHTR
CHARTER COMMUNICATIONS INC CL A
100.00%
Shares16
Event2026-06-30
Filed2026-07-29
KMI
KINDER MORGAN INC DEL COM
0.00%
Shares71
Event2026-06-30
Filed2026-07-29
MCK
MCKESSON CORP COM
0.00%
Shares3
Event2026-06-30
Filed2026-07-29
LUV
SOUTHWEST AIRLS CO COM
0.00%
Shares44
Event2026-06-30
Filed2026-07-29
BRO
BROWN & BROWN INC COM
191.67%
Shares35
Event2026-06-30
Filed2026-07-29
BAX
BAXTER INTL INC COM
162.50%
Shares105
Event2026-06-30
Filed2026-07-29
ECL
ECOLAB INC COM
0.00%
Shares8
Event2026-06-30
Filed2026-07-29
CELH
CELSIUS HLDGS INC COM NEW
0.00%
Shares76
Event2026-06-30
Filed2026-07-29
CTAS
CINTAS CORP COM
-13.33%
Shares13
Event2026-06-30
Filed2026-07-29
FAST
FASTENAL CO COM
12.20%
Shares46
Event2026-06-30
Filed2026-07-29
NDAQ
NASDAQ INC COM
0.00%
Shares28
Event2026-06-30
Filed2026-07-29
WDAY
WORKDAY INC CL A
100.00%
Shares18
Event2026-06-30
Filed2026-07-29
CPRT
COPART INC COM
-24.27%
Shares78
Event2026-06-30
Filed2026-07-29
FITB
FIFTH THIRD BANCORP COM
0.00%
Shares39
Event2026-06-30
Filed2026-07-29
FDX
FEDEX CORP COM
16.67%
Shares7
Event2026-06-30
Filed2026-07-29
KVUE
KENVUE INC COM
75.38%
Shares114
Event2026-06-30
Filed2026-07-29
UAMY
UNITED STATES ANTIMONY CORP COM
0.00%
Shares300
Event2026-06-30
Filed2026-07-29
METC
RAMACO RES INC COM CL A
0.00%
Shares164
Event2026-06-30
Filed2026-07-29
PFG
PRINCIPAL FINANCIAL GROUP INC COM
0.00%
Shares20
Event2026-06-30
Filed2026-07-29
NNBR
NN INC COM
New
Shares600
Event2026-06-30
Filed2026-07-29
VTRS
VIATRIS INC COM
0.00%
Shares134
Event2026-06-30
Filed2026-07-29
IQV
IQVIA HLDGS INC COM
0.00%
Shares11
Event2026-06-30
Filed2026-07-29
NDSN
NORDSON CORP COM
0.00%
Shares7
Event2026-06-30
Filed2026-07-29
DOW
DOW HLDGS INC COM
6.94%
Shares77
Event2026-06-30
Filed2026-07-29
DEXCOM INC COM
DEXCOM INC COM
0.00%
Shares31
Event2026-06-30
Filed2026-07-29

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
NVWM, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo