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The Analysis of Octavia Wealth Advisors, LLC's Holdings & P&L

Currently, Octavia Wealth Advisors, LLC holds 231 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in FBND (+134.9K shares, valued at $6.2M), SPYV (+95.6K shares, valued at $5.8M), N/A (+56.8K shares, valued at $5.6M); decreased their positions in PG (-23.4K shares, valued at $3.4M), AAPL (-10.0K shares, valued at $2.9M), NVDA (-13.5K shares, valued at $2.7M); initiated new positions in INTC (+2.9K shares, valued at $401.7K), COP (+3.8K shares, valued at $392.5K), NVO (+6.8K shares, valued at $323.6K).

1M P&L

-845.1K-0.09%

3M P&L

+8.2M+0.84%

HY P&L

+104.9M+11.97%

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/A766.1M

76.3%

2Semiconductors50.4M

5.0%

3Consumer Electronics46.3M

4.6%

Top Industries by Stock Count

1N/A117 stocks

56.3%

2Semiconductors7 stocks

3.4%

3Drug Manufacturers - General7 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYV SPDR SERIES TRUST2.8M shares3.51%2026-06-302026-07-14

SPYG SPDR SERIES TRUST1.4M shares0.88%2026-06-302026-07-14

FBND FIDELITY MERRIMACK STR TR2.1M shares7.03%2026-06-302026-07-14

ISHARES TR ISHARES TR670.6K shares9.26%2026-06-302026-07-14

IEMG ISHARES INC780.6K shares2.62%2026-06-302026-07-14

ISHARES TR ISHARES TR495.6K shares7.77%2026-06-302026-07-14

AAPL APPLE INC160.1K shares-5.89%2026-06-302026-07-14

EFG ISHARES TR342.5K shares4.01%2026-06-302026-07-14

Sponsored

EFV ISHARES TR530.2K shares5.03%2026-06-302026-07-14

GOOGL ALPHABET INC98.3K shares-3.69%2026-06-302026-07-14

NVDA NVIDIA CORPORATION133.7K shares-9.18%2026-06-302026-07-14

SPMD SPDR SERIES TRUST378.7K shares3.79%2026-06-302026-07-14

IMTB ISHARES TR494.7K shares6.33%2026-06-302026-07-14

AMZN AMAZON COM INC86.2K shares-4.15%2026-06-302026-07-14

MU MICRON TECHNOLOGY INC12.0K shares-5.49%2026-06-302026-07-14

SPSM SPDR SERIES TRUST234.4K shares2.53%2026-06-302026-07-14

Sponsored

VYM VANGUARD WHITEHALL FDS83.7K shares1.69%2026-06-302026-07-14

USHY ISHARES TR286.5K shares9.04%2026-06-302026-07-14

IAGG ISHARES TR203.9K shares6.55%2026-06-302026-07-14

AGOX STARBOARD INVT TR271.4K shares11.05%2026-06-302026-07-14

QQQ INVESCO QQQ TR11.7K shares-1.09%2026-06-302026-07-14

MSFT MICROSOFT CORP21.7K shares6.32%2026-06-302026-07-14

MO ALTRIA GROUP INC108.8K shares-12.79%2026-06-302026-07-14

VGSH VANGUARD SCOTTSDALE FDS127.1K shares39.34%2026-06-302026-07-14

Sponsored

GOOG ALPHABET INC19.1K shares-6.46%2026-06-302026-07-14

PG PROCTER & GAMBLE CO40.4K shares-36.66%2026-06-302026-07-14

WMT WALMART INC43.4K shares-6.14%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO14.9K shares-3.36%2026-06-302026-07-14

ISHG ISHARES TR64.9K shares3.75%2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC8.0K shares13.14%2026-06-302026-07-14

APPLIED MATLS INC APPLIED MATLS INC6.2K shares-0.82%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.3K shares-12.73%2026-06-302026-07-14

Sponsored

PM PHILIP MORRIS INTL INC20.4K shares-1.50%2026-06-302026-07-14

AMD ADVANCED MICRO DEVICES INC6.1K shares-4.96%2026-06-302026-07-14

JNJ JOHNSON & JOHNSON13.3K shares-5.27%2026-06-302026-07-14

VB VANGUARD INDEX FDS10.5K shares1.13%2026-06-302026-07-14

BROADCOM INC BROADCOM INC8.4K shares-32.70%2026-06-302026-07-14

WASTE MGMT INC DEL WASTE MGMT INC DEL14.2K shares-9.51%2026-06-302026-07-14

TSLA TESLA INC7.0K shares-6.78%2026-06-302026-07-14

TSM TAIWAN SEMICONDUCTOR MANUFAC5.9K shares-5.83%2026-06-302026-07-14

Sponsored

BAC BANK OF AMER CORP46.6K shares-9.23%2026-06-302026-07-14

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC21.9K shares0.91%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS6.4K shares-15.06%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL4.6K shares-8.21%2026-06-302026-07-14

MMCA NEW YORK LIFE INVTS ACTIVE E99.4K shares-23.28%2026-06-302026-07-14

CWB SPDR SERIES TRUST18.8K shares-1.02%2026-06-302026-07-14

IVOO VANGUARD ADMIRAL FDS INC15.0K shares-4.86%2026-06-302026-07-14

VISA INC VISA INC5.7K shares12.89%2026-06-302026-07-14

Sponsored

MRVL MARVELL TECHNOLOGY INC6.1K shares-1.37%2026-06-302026-07-14

IJH ISHARES TR23.0K shares1.41%2026-06-302026-07-14

ISHARES TR ISHARES TR2.3K shares-32.46%2026-06-302026-07-14

PEP PEPSICO INC12.0K shares-23.27%2026-06-302026-07-14

SHEL SHELL PLC19.7K shares-18.43%2026-06-302026-07-14

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-14

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.9K shares-3.44%2026-06-302026-07-14

KR KROGER CO26.1K shares-20.80%2026-06-302026-07-14

Sponsored

SLYG SPDR SERIES TRUST11.6K shares-1.51%2026-06-302026-07-14

FDVV FIDELITY COVINGTON TRUST22.7K shares-14.23%2026-06-302026-07-14

FSEP FIRST TR EXCHNG TRADED FD VI24.5K shares0.00%2026-06-302026-07-14

FLOT ISHARES TR24.9K shares-17.24%2026-06-302026-07-14

CM CANADIAN IMPERIAL BANK OF CO10.8K shares-8.02%2026-06-302026-07-14

NTRA NATERA INC4.5K shares-1.34%2026-06-302026-07-14

CINF CINCINNATI FINL CORP6.5K shares-57.26%2026-06-302026-07-14

IDHQ INVESCO EXCH TRADED FD TR II27.7K shares-0.09%2026-06-302026-07-14

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.3K shares-9.85%2026-06-302026-07-14

QCOM QUALCOMM INC6.3K shares-23.65%2026-06-302026-07-14

VZ VERIZON COMMUNICATIONS INC26.9K shares-26.90%2026-06-302026-07-14

UPS UNITED PARCEL SVCS INC10.4K shares-26.88%2026-06-302026-07-14

EW EDWARDS LIFESCIENCES CORP12.1K shares-0.44%2026-06-302026-07-14

VBR VANGUARD INDEX FDS4.5K shares-2.41%2026-06-302026-07-14

VCSH VANGUARD SCOTTSDALE FDS13.8K shares-15.21%2026-06-302026-07-14

GEV GE VERNOVA INC912 shares20.32%2026-06-302026-07-14

Sponsored

UDEC INNOVATOR ETFS TRUST25.4K shares-3.15%2026-06-302026-07-14

HD HOME DEPOT INC3.0K shares-8.64%2026-06-302026-07-14

XMAR FIRST TR EXCHNG TRADED FD VI23.4K shares0.00%2026-06-302026-07-14

DWM WISDOMTREE TR13.6K shares-1.42%2026-06-302026-07-14

MRK MERCK & CO INC7.6K shares-3.60%2026-06-302026-07-14

LLY ELI LILLY & CO772 shares17.68%2026-06-302026-07-14

TFC TRUIST FINL CORP18.4K shares-35.33%2026-06-302026-07-14

GE GE AEROSPACE2.5K shares-4.92%2026-06-302026-07-14

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY2.4K shares-18.84%2026-06-302026-07-14

GSY INVESCO ACTIVELY MANAGED EXC18.0K shares-11.34%2026-06-302026-07-14

PXF INVESCO EXCH TRADED FD TR II11.7K shares0.34%2026-06-302026-07-14

CVX CHEVRON CORPORATION5.3K shares-40.92%2026-06-302026-07-14

IUSG ISHARES TR4.7K shares-2.63%2026-06-302026-07-14

IWP ISHARES TR6.0K shares-0.98%2026-06-302026-07-14

SMH VANECK ETF TRUST1.2K shares-3.92%2026-06-302026-07-14

DON WISDOMTREE TR14.1K shares-0.78%2026-06-302026-07-14

Sponsored

GS GOLDMAN SACHS GROUP INC779 shares-0.26%2026-06-302026-07-14

GLD SPDR GOLD TR2.0K shares-4.26%2026-06-302026-07-14

VIG VANGUARD SPECIALIZED FUNDS3.2K shares5.22%2026-06-302026-07-14

RIO RIO TINTO PLC7.8K shares-8.21%2026-06-302026-07-14

FVD FIRST TR EXCHANGE-TRADED FD15.2K shares-8.34%2026-06-302026-07-14

VCIT VANGUARD SCOTTSDALE FDS8.6K shares-0.63%2026-06-302026-07-14

PFE PFIZER INC29.4K shares-24.79%2026-06-302026-07-14

CGGR CAPITAL GROUP GROWTH ETF14.9K shares3.99%2026-06-302026-07-14

Sponsored

IJK ISHARES TR5.9K shares-10.43%2026-06-302026-07-14

PANW PALO ALTO NETWORKS INC2.0K shares2.28%2026-06-302026-07-14

VUG VANGUARD INDEX FDS7.8K shares342.19%2026-06-302026-07-14

KO COCA COLA CO8.0K shares-10.23%2026-06-302026-07-14

XLF SELECT SECTOR SPDR TR12.2K shares-3.92%2026-06-302026-07-14

FOCT FIRST TR EXCHNG TRADED FD VI12.5K shares0.00%2026-06-302026-07-14

NOBL PROSHARES TR11.6K shares70.10%2026-06-302026-07-14

VGT VANGUARD WORLD FD5.4K shares731.12%2026-06-302026-07-14

Sponsored

AIA ISHARES TR4.5K shares0.02%2026-06-302026-07-14

VO VANGUARD INDEX FDS7.5K shares273.56%2026-06-302026-07-14

SCHP SCHWAB STRATEGIC TR22.9K shares-0.43%2026-06-302026-07-14

CISCO SYS INC CISCO SYS INC5.1K shares-3.85%2026-06-302026-07-14

SCHD SCHWAB STRATEGIC TR18.9K shares-6.99%2026-06-302026-07-14

FDX FEDEX CORP1.9K shares-6.55%2026-06-302026-07-14

ITA ISHARES TR2.4K shares-2.11%2026-06-302026-07-14

QSPT FIRST TR EXCHNG TRADED FD VI16.3K shares0.00%2026-06-302026-07-14

Sponsored

RTX CORPORATION RTX CORPORATION3.0K shares-7.65%2026-06-302026-07-14

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.3K shares-0.15%2026-06-302026-07-14

SHOP SHOPIFY INC4.7K shares-8.89%2026-06-302026-07-14

CAT CATERPILLAR INC495 shares-4.44%2026-06-302026-07-14

JQUA J P MORGAN EXCHANGE TRADED F7.2K shares-14.49%2026-06-302026-07-14

NETFLIX INC. NETFLIX INC.7.2K shares-16.71%2026-06-302026-07-14

BX BLACKSTONE INC4.3K shares-9.86%2026-06-302026-07-14

DUK DUKE ENERGY CORP NEW3.9K shares-28.45%2026-06-302026-07-14

Sponsored

NKE NIKE INC11.9K shares-38.18%2026-06-302026-07-14

CGDV CAPITAL GROUP DIVIDEND VALUE9.9K shares-2.05%2026-06-302026-07-14

IWM ISHARES TR1.6K shares-5.91%2026-06-302026-07-14

EMXC ISHARES INC4.8K shares-6.40%2026-06-302026-07-14

ABBVIE INC ABBVIE INC1.9K shares-37.33%2026-06-302026-07-14

IBIT ISHARES BITCOIN TRUST ETF14.6K shares3.47%2026-06-302026-07-14

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V1.7K shares-28.78%2026-06-302026-07-14

CVS CVS HEALTH CORP4.6K shares-14.58%2026-06-302026-07-14

Sponsored

FITB FIFTH THIRD BANCORP8.3K shares-44.91%2026-06-302026-07-14

CGUS CAPITAL GROUP CORE EQUITY ET10.5K shares-2.34%2026-06-302026-07-14

CGGO CAPITAL GROUP GBL GROWTH EQT10.6K shares-2.28%2026-06-302026-07-14

MDY STATE STR SPDR S&P MIDCAP 40631 shares-2.02%2026-06-302026-07-14

QUAL ISHARES TR2.0K shares-26.39%2026-06-302026-07-14

ESGV VANGUARD WORLD FD3.3K shares7.79%2026-06-302026-07-14

XLK SELECT SECTOR SPDR TR2.3K shares-23.36%2026-06-302026-07-14

AMGN AMGEN INC1.2K shares-48.56%2026-06-302026-07-14

Sponsored

DBMF LITMAN GREGORY FDS TR14.0K shares26.74%2026-06-302026-07-14

USTB VICTORY PORTFOLIOS II8.4K shares7.21%2026-06-302026-07-14

VOE VANGUARD INDEX FDS2.1K shares-1.25%2026-06-302026-07-14

DGRO ISHARES TR5.5K shares-18.84%2026-06-302026-07-14

BIL SPDR SERIES TRUST4.5K shares0.00%2026-06-302026-07-14

FTSL FIRST TR EXCHANGE-TRADED FD9.3K shares-13.73%2026-06-302026-07-14

SCHW SCHWAB CHARLES CORP4.5K shares-5.33%2026-06-302026-07-14

ICSH ISHARES TR8.1K shares-33.99%2026-06-302026-07-14

Sponsored

CGXU CAPITAL GROUP INTL FOCUS EQT11.6K shares-2.22%2026-06-302026-07-14

INTC INTEL CORP2.9K sharesnew addition2026-06-302026-07-14

MAR MARRIOTT INTL INC NEW1.1K shares3.48%2026-06-302026-07-14

COP CONOCOPHILLIPS3.8K sharesnew addition2026-06-302026-07-14

FAUG FIRST TR EXCHNG TRADED FD VI6.9K shares0.00%2026-06-302026-07-14

IGSB ISHARES TR7.3K shares-33.76%2026-06-302026-07-14

UL UNILEVER PLC6.4K shares-12.35%2026-06-302026-07-14

ANGL VANECK ETF TRUST12.9K shares-4.24%2026-06-302026-07-14

Sponsored

VFH VANGUARD WORLD FD2.8K shares-3.38%2026-06-302026-07-14

IJR ISHARES TR2.4K shares-0.98%2026-06-302026-07-14

VEA VANGUARD TAX-MANAGED FDS5.0K shares2.06%2026-06-302026-07-14

KLAC KLA CORP1.2K shares706.21%2026-06-302026-07-14

ENB ENBRIDGE INC6.5K shares-13.47%2026-06-302026-07-14

IVW ISHARES TR2.5K shares-5.29%2026-06-302026-07-14

QQQM INVESCO EXCH TRADED FD TR II1.1K shares-9.06%2026-06-302026-07-14

FLRN SPDR SERIES TRUST11.0K shares-8.11%2026-06-302026-07-14

Sponsored

SNOV FIRST TR EXCHNG TRADED FD VI12.4K shares-8.84%2026-06-302026-07-14

PYZ INVESCO EXCHANGE TRADED FD T2.6K shares-1.08%2026-06-302026-07-14

VOO VANGUARD INDEX FDS482 shares-32.11%2026-06-302026-07-14

MASTERCARD INCORPORATED MASTERCARD INCORPORATED638 shares5.98%2026-06-302026-07-14

NVO NOVO-NORDISK A S6.8K sharesnew addition2026-06-302026-07-14

LMT LOCKHEED MARTIN CORP635 shares-37.13%2026-06-302026-07-14

AEP AMERICAN ELEC PWR CO INC2.3K shares-34.81%2026-06-302026-07-14

DYNF BLACKROCK ETF TRUST4.6K shares-2.80%2026-06-302026-07-14

Sponsored

LRCX LAM RESEARCH CORP726 sharesnew addition2026-06-302026-07-14

EPD ENTERPRISE PRODS PARTNERS L8.5K sharesnew addition2026-06-302026-07-14

SRE SEMPRA3.3K shares-53.06%2026-06-302026-07-14

VHT VANGUARD WORLD FD1.0K shares-7.62%2026-06-302026-07-14

ORACLE CORP ORACLE CORP2.1K shares-21.16%2026-06-302026-07-14

JHSC JOHN HANCOCK EXCHANGE TRADED6.1K shares0.00%2026-06-302026-07-14

IVOG VANGUARD ADMIRAL FDS INC2.0K shares-20.59%2026-06-302026-07-14

C CITIGROUP INC2.1K shares-13.60%2026-06-302026-07-14

Sponsored

BND VANGUARD BD INDEX FDS3.9K shares-3.09%2026-06-302026-07-14

IVE ISHARES TR1.3K shares-21.55%2026-06-302026-07-14

IUSV ISHARES TR2.6K shares-1.07%2026-06-302026-07-14

DAUG FIRST TR EXCHNG TRADED FD VI6.1K shares0.00%2026-06-302026-07-14

DIS DISNEY WALT CO2.9K shares-33.41%2026-06-302026-07-14

ASML ASML HLDG NV141 sharesnew addition2026-06-302026-07-14

NOC NORTHROP GRUMMAN CORP547 shares1.30%2026-06-302026-07-14

IWL ISHARES TR1.5K shares0.00%2026-06-302026-07-14

Sponsored

FLTR VANECK ETF TRUST10.5K shares1.12%2026-06-302026-07-14

PSX PHILLIPS 661.6K sharesnew addition2026-06-302026-07-14

PGR PROGRESSIVE CORP1.2K shares0.33%2026-06-302026-07-14

CRM SALESFORCE INC1.7K shares-52.03%2026-06-302026-07-14

VXUS VANGUARD STAR FDS3.1K shares-35.14%2026-06-302026-07-14

BIV VANGUARD BD INDEX FDS3.4K shares0.00%2026-06-302026-07-14

VTV VANGUARD INDEX FDS1.2K sharesnew addition2026-06-302026-07-14

SYK STRYKER CORPORATION827 shares-58.50%2026-06-302026-07-14

Sponsored

SOUTHERN CO SOUTHERN CO2.7K shares-4.94%2026-06-302026-07-14

VALE VALE S A16.9K shares-1.60%2026-06-302026-07-14

IVOV VANGUARD ADMIRAL FDS INC2.2K shares-20.49%2026-06-302026-07-14

IWF ISHARES TR2.0K shares300.00%2026-06-302026-07-14

TJX TJX COS INC NEW1.6K shares-29.09%2026-06-302026-07-14

MELI MERCADOLIBRE INC146 shares15.87%2026-06-302026-07-14

RPG INVESCO EXCHANGE TRADED FD T3.9K sharesnew addition2026-06-302026-07-14

DBEM DBX ETF TR6.0K shares-4.31%2026-06-302026-07-14

Sponsored

ABT ABBOTT LABORATORIES2.7K shares-8.72%2026-06-302026-07-14

DIA STATE STR SPDR DOW JONES IND462 shares0.00%2026-06-302026-07-14

FDEC FIRST TR EXCHNG TRADED FD VI4.4K shares0.00%2026-06-302026-07-14

BA BOEING CO1.1K shares-11.09%2026-06-302026-07-14

USB US BANCORP3.8K shares-0.52%2026-06-302026-07-14

XLE SELECT SECTOR SPDR TR4.4K shares-33.59%2026-06-302026-07-14

UAUG INNOVATOR ETFS TRUST5.5K shares0.00%2026-06-302026-07-14

SRLN SSGA ACTIVE ETF TR5.7K shares0.00%2026-06-302026-07-14

Sponsored

XSEP FIRST TR EXCHNG TRADED FD VI5.0K shares0.00%2026-06-302026-07-14

UCON FIRST TR EXCHNG TRADED FD VI8.8K shares-3.19%2026-06-302026-07-14

OKTA OKTA INC1.6K sharesnew addition2026-06-302026-07-14

AXP AMERICAN EXPRESS CO643 shares-7.61%2026-06-302026-07-14

IJS ISHARES TR1.6K sharesnew addition2026-06-302026-07-14

SHM SPDR SERIES TRUST4.5K shares0.00%2026-06-302026-07-14

DELL DELL TECHNOLOGIES INC494 sharesnew addition2026-06-302026-07-14

NULG NUSHARES ETF TR1.8K sharesnew addition2026-06-302026-07-14

Sponsored

APH AMPHENOL CORP1.2K sharesnew addition2026-06-302026-07-14

VDC VANGUARD WORLD FD934 shares0.00%2026-06-302026-07-14

VSGX VANGUARD WORLD FD2.6K sharesnew addition2026-06-302026-07-14

UAPR INNOVATOR ETFS TRUST5.9K sharesnew addition2026-06-302026-07-14

NVS NOVARTIS AG1.3K sharesnew addition2026-06-302026-07-14

UBER UBER TECHNOLOGIES INC2.9K sharesnew addition2026-06-302026-07-14

DG DOLLAR GEN CORP1.8K shares-0.06%2026-06-302026-07-14

DHR DANAHER CORP DEL1.1K sharesnew addition2026-06-302026-07-14

Sponsored

TBLU TORTOISE CAPITAL SERIES TRUS3.9K sharesnew addition2026-06-302026-07-14

MCD MCDONALDS CORP740 shares-12.94%2026-06-302026-07-14

JMIA JUMIA TECHNOLOGIES AG24.5K shares35.63%2026-06-302026-07-14

ONDS ONDAS INC12.3K shares-18.09%2026-06-302026-07-14

LYG LLOYDS BANKING GROUP PLC14.0K shares-3.49%2026-06-302026-07-14

CRON CRONOS GROUP INC10.7K shares0.00%2026-06-302026-07-14

CGC CANOPY GROWTH CORPORATION26.0K shares0.00%2026-06-302026-07-14

SPYV

SPDR SERIES TRUST

3.51%

Shares2.8M

Event2026-06-30

Filed2026-07-14

SPYG

SPDR SERIES TRUST

0.88%

Shares1.4M

Event2026-06-30

Filed2026-07-14

FBND

FIDELITY MERRIMACK STR TR

7.03%

Shares2.1M

Event2026-06-30

Filed2026-07-14

ISHARES TR

9.26%

Shares670.6K

Event2026-06-30

Filed2026-07-14

IEMG

ISHARES INC

2.62%

Shares780.6K

Event2026-06-30

Filed2026-07-14

ISHARES TR

7.77%

Shares495.6K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

-5.89%

Shares160.1K

Event2026-06-30

Filed2026-07-14

EFG

ISHARES TR

4.01%

Shares342.5K

Event2026-06-30

Filed2026-07-14

EFV

ISHARES TR

5.03%

Shares530.2K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

-3.69%

Shares98.3K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

-9.18%

Shares133.7K

Event2026-06-30

Filed2026-07-14

SPMD

SPDR SERIES TRUST

3.79%

Shares378.7K

Event2026-06-30

Filed2026-07-14

IMTB

ISHARES TR

6.33%

Shares494.7K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

-4.15%

Shares86.2K

Event2026-06-30

Filed2026-07-14

MICRON TECHNOLOGY INC

-5.49%

Shares12.0K

Event2026-06-30

Filed2026-07-14

SPSM

SPDR SERIES TRUST

2.53%

Shares234.4K

Event2026-06-30

Filed2026-07-14

VYM

VANGUARD WHITEHALL FDS

1.69%

Shares83.7K

Event2026-06-30

Filed2026-07-14

USHY

ISHARES TR

9.04%

Shares286.5K

Event2026-06-30

Filed2026-07-14

IAGG

ISHARES TR

6.55%

Shares203.9K

Event2026-06-30

Filed2026-07-14

AGOX

STARBOARD INVT TR

11.05%

Shares271.4K

Event2026-06-30

Filed2026-07-14

QQQ

INVESCO QQQ TR

-1.09%

Shares11.7K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

6.32%

Shares21.7K

Event2026-06-30

Filed2026-07-14

ALTRIA GROUP INC

-12.79%

Shares108.8K

Event2026-06-30

Filed2026-07-14

VGSH

VANGUARD SCOTTSDALE FDS

39.34%

Shares127.1K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

-6.46%

Shares19.1K

Event2026-06-30

Filed2026-07-14

PROCTER & GAMBLE CO

-36.66%

Shares40.4K

Event2026-06-30

Filed2026-07-14

WMT

WALMART INC

-6.14%

Shares43.4K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

-3.36%

Shares14.9K

Event2026-06-30

Filed2026-07-14

ISHG

ISHARES TR

3.75%

Shares64.9K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

13.14%

Shares8.0K

Event2026-06-30

Filed2026-07-14

APPLIED MATLS INC

-0.82%

Shares6.2K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

-12.73%

Shares5.3K

Event2026-06-30

Filed2026-07-14

PHILIP MORRIS INTL INC

-1.50%

Shares20.4K

Event2026-06-30

Filed2026-07-14

AMD

ADVANCED MICRO DEVICES INC

-4.96%

Shares6.1K

Event2026-06-30

Filed2026-07-14

JNJ

JOHNSON & JOHNSON

-5.27%

Shares13.3K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

1.13%

Shares10.5K

Event2026-06-30

Filed2026-07-14

BROADCOM INC

-32.70%

Shares8.4K

Event2026-06-30

Filed2026-07-14

WASTE MGMT INC DEL

-9.51%

Shares14.2K

Event2026-06-30

Filed2026-07-14

TSLA

TESLA INC

-6.78%

Shares7.0K

Event2026-06-30

Filed2026-07-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-5.83%

Shares5.9K

Event2026-06-30

Filed2026-07-14

BAC

BANK OF AMER CORP

-9.23%

Shares46.6K

Event2026-06-30

Filed2026-07-14

PALANTIR TECHNOLOGIES INC

0.91%

Shares21.9K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-15.06%

Shares6.4K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

-8.21%

Shares4.6K

Event2026-06-30

Filed2026-07-14

MMCA

NEW YORK LIFE INVTS ACTIVE E

-23.28%

Shares99.4K

Event2026-06-30

Filed2026-07-14

CWB

SPDR SERIES TRUST

-1.02%

Shares18.8K

Event2026-06-30

Filed2026-07-14

IVOO

VANGUARD ADMIRAL FDS INC

-4.86%

Shares15.0K

Event2026-06-30

Filed2026-07-14

VISA INC

12.89%

Shares5.7K

Event2026-06-30

Filed2026-07-14

MRVL

MARVELL TECHNOLOGY INC

-1.37%

Shares6.1K

Event2026-06-30

Filed2026-07-14

IJH

ISHARES TR

1.41%

Shares23.0K

Event2026-06-30

Filed2026-07-14

ISHARES TR

-32.46%

Shares2.3K

Event2026-06-30

Filed2026-07-14

PEP

PEPSICO INC

-23.27%

Shares12.0K

Event2026-06-30

Filed2026-07-14

SHEL

SHELL PLC

-18.43%

Shares19.7K

Event2026-06-30

Filed2026-07-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-14

CROWDSTRIKE HLDGS INC

-3.44%

Shares1.9K

Event2026-06-30

Filed2026-07-14

KROGER CO

-20.80%

Shares26.1K

Event2026-06-30

Filed2026-07-14

SLYG

SPDR SERIES TRUST

-1.51%

Shares11.6K

Event2026-06-30

Filed2026-07-14

FDVV

FIDELITY COVINGTON TRUST

-14.23%

Shares22.7K

Event2026-06-30

Filed2026-07-14

FSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares24.5K

Event2026-06-30

Filed2026-07-14

FLOT

ISHARES TR

-17.24%

Shares24.9K

Event2026-06-30

Filed2026-07-14

CANADIAN IMPERIAL BANK OF CO

-8.02%

Shares10.8K

Event2026-06-30

Filed2026-07-14

NTRA

NATERA INC

-1.34%

Shares4.5K

Event2026-06-30

Filed2026-07-14

CINF

CINCINNATI FINL CORP

-57.26%

Shares6.5K

Event2026-06-30

Filed2026-07-14

IDHQ

INVESCO EXCH TRADED FD TR II

-0.09%

Shares27.7K

Event2026-06-30

Filed2026-07-14

COSTCO WHOLESALE CORPORATION

-9.85%

Shares1.3K

Event2026-06-30

Filed2026-07-14

QCOM

QUALCOMM INC

-23.65%

Shares6.3K

Event2026-06-30

Filed2026-07-14

VERIZON COMMUNICATIONS INC

-26.90%

Shares26.9K

Event2026-06-30

Filed2026-07-14

UPS

UNITED PARCEL SVCS INC

-26.88%

Shares10.4K

Event2026-06-30

Filed2026-07-14

EDWARDS LIFESCIENCES CORP

-0.44%

Shares12.1K

Event2026-06-30

Filed2026-07-14

VBR

VANGUARD INDEX FDS

-2.41%

Shares4.5K

Event2026-06-30

Filed2026-07-14

VCSH

VANGUARD SCOTTSDALE FDS

-15.21%

Shares13.8K

Event2026-06-30

Filed2026-07-14

GEV

GE VERNOVA INC

20.32%

Shares912

Event2026-06-30

Filed2026-07-14

UDEC

INNOVATOR ETFS TRUST

-3.15%

Shares25.4K

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC

-8.64%

Shares3.0K

Event2026-06-30

Filed2026-07-14

XMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares23.4K

Event2026-06-30

Filed2026-07-14

DWM

WISDOMTREE TR

-1.42%

Shares13.6K

Event2026-06-30

Filed2026-07-14

MRK

MERCK & CO INC

-3.60%

Shares7.6K

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

17.68%

Shares772

Event2026-06-30

Filed2026-07-14

TFC

TRUIST FINL CORP

-35.33%

Shares18.4K

Event2026-06-30

Filed2026-07-14

GE AEROSPACE

-4.92%

Shares2.5K

Event2026-06-30

Filed2026-07-14

ELV

ELEVANCE HEALTH INC FORMERLY

-18.84%

Shares2.4K

Event2026-06-30

Filed2026-07-14

GSY

INVESCO ACTIVELY MANAGED EXC

-11.34%

Shares18.0K

Event2026-06-30

Filed2026-07-14

PXF

INVESCO EXCH TRADED FD TR II

0.34%

Shares11.7K

Event2026-06-30

Filed2026-07-14

CVX

CHEVRON CORPORATION

-40.92%

Shares5.3K

Event2026-06-30

Filed2026-07-14

IUSG

ISHARES TR

-2.63%

Shares4.7K

Event2026-06-30

Filed2026-07-14

IWP

ISHARES TR

-0.98%

Shares6.0K

Event2026-06-30

Filed2026-07-14

SMH

VANECK ETF TRUST

-3.92%

Shares1.2K

Event2026-06-30

Filed2026-07-14

DON

WISDOMTREE TR

-0.78%

Shares14.1K

Event2026-06-30

Filed2026-07-14

GOLDMAN SACHS GROUP INC

-0.26%

Shares779

Event2026-06-30

Filed2026-07-14

GLD

SPDR GOLD TR

-4.26%

Shares2.0K

Event2026-06-30

Filed2026-07-14

VIG

VANGUARD SPECIALIZED FUNDS

5.22%

Shares3.2K

Event2026-06-30

Filed2026-07-14

RIO

RIO TINTO PLC

-8.21%

Shares7.8K

Event2026-06-30

Filed2026-07-14

FVD

FIRST TR EXCHANGE-TRADED FD

-8.34%

Shares15.2K

Event2026-06-30

Filed2026-07-14

VCIT

VANGUARD SCOTTSDALE FDS

-0.63%

Shares8.6K

Event2026-06-30

Filed2026-07-14

PFE

PFIZER INC

-24.79%

Shares29.4K

Event2026-06-30

Filed2026-07-14

CGGR

CAPITAL GROUP GROWTH ETF

3.99%

Shares14.9K

Event2026-06-30

Filed2026-07-14

IJK

ISHARES TR

-10.43%

Shares5.9K

Event2026-06-30

Filed2026-07-14

PANW

PALO ALTO NETWORKS INC

2.28%

Shares2.0K

Event2026-06-30

Filed2026-07-14

VUG

VANGUARD INDEX FDS

342.19%

Shares7.8K

Event2026-06-30

Filed2026-07-14

COCA COLA CO

-10.23%

Shares8.0K

Event2026-06-30

Filed2026-07-14

XLF

SELECT SECTOR SPDR TR

-3.92%

Shares12.2K

Event2026-06-30

Filed2026-07-14

FOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-14

NOBL

PROSHARES TR

70.10%

Shares11.6K

Event2026-06-30

Filed2026-07-14

VGT

VANGUARD WORLD FD

731.12%

Shares5.4K

Event2026-06-30

Filed2026-07-14

AIA

ISHARES TR

0.02%

Shares4.5K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

273.56%

Shares7.5K

Event2026-06-30

Filed2026-07-14

SCHP

SCHWAB STRATEGIC TR

-0.43%

Shares22.9K

Event2026-06-30

Filed2026-07-14

CISCO SYS INC

-3.85%

Shares5.1K

Event2026-06-30

Filed2026-07-14

SCHD

SCHWAB STRATEGIC TR

-6.99%

Shares18.9K

Event2026-06-30

Filed2026-07-14

FDX

FEDEX CORP

-6.55%

Shares1.9K

Event2026-06-30

Filed2026-07-14

ITA

ISHARES TR

-2.11%

Shares2.4K

Event2026-06-30

Filed2026-07-14

QSPT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares16.3K

Event2026-06-30

Filed2026-07-14

RTX CORPORATION

-7.65%

Shares3.0K

Event2026-06-30

Filed2026-07-14

UNITEDHEALTH GROUP INC

-0.15%

Shares1.3K

Event2026-06-30

Filed2026-07-14

SHOP

SHOPIFY INC

-8.89%

Shares4.7K

Event2026-06-30

Filed2026-07-14

CAT

CATERPILLAR INC

-4.44%

Shares495

Event2026-06-30

Filed2026-07-14

JQUA

J P MORGAN EXCHANGE TRADED F

-14.49%

Shares7.2K

Event2026-06-30

Filed2026-07-14

NETFLIX INC.

-16.71%

Shares7.2K

Event2026-06-30

Filed2026-07-14

BLACKSTONE INC

-9.86%

Shares4.3K

Event2026-06-30

Filed2026-07-14

DUK

DUKE ENERGY CORP NEW

-28.45%

Shares3.9K

Event2026-06-30

Filed2026-07-14

NKE

NIKE INC

-38.18%

Shares11.9K

Event2026-06-30

Filed2026-07-14

CGDV

CAPITAL GROUP DIVIDEND VALUE

-2.05%

Shares9.9K

Event2026-06-30

Filed2026-07-14

IWM

ISHARES TR

-5.91%

Shares1.6K

Event2026-06-30

Filed2026-07-14

EMXC

ISHARES INC

-6.40%

Shares4.8K

Event2026-06-30

Filed2026-07-14

ABBVIE INC

-37.33%

Shares1.9K

Event2026-06-30

Filed2026-07-14

IBIT

ISHARES BITCOIN TRUST ETF

3.47%

Shares14.6K

Event2026-06-30

Filed2026-07-14

NXP SEMICONDUCTORS N V

-28.78%

Shares1.7K

Event2026-06-30

Filed2026-07-14

CVS

CVS HEALTH CORP

-14.58%

Shares4.6K

Event2026-06-30

Filed2026-07-14

FITB

FIFTH THIRD BANCORP

-44.91%

Shares8.3K

Event2026-06-30

Filed2026-07-14

CGUS

CAPITAL GROUP CORE EQUITY ET

-2.34%

Shares10.5K

Event2026-06-30

Filed2026-07-14

CGGO

CAPITAL GROUP GBL GROWTH EQT

-2.28%

Shares10.6K

Event2026-06-30

Filed2026-07-14

MDY

STATE STR SPDR S&P MIDCAP 40

-2.02%

Shares631

Event2026-06-30

Filed2026-07-14

QUAL

ISHARES TR

-26.39%

Shares2.0K

Event2026-06-30

Filed2026-07-14

ESGV

VANGUARD WORLD FD

7.79%

Shares3.3K

Event2026-06-30

Filed2026-07-14

XLK

SELECT SECTOR SPDR TR

-23.36%

Shares2.3K

Event2026-06-30

Filed2026-07-14

AMGN

AMGEN INC

-48.56%

Shares1.2K

Event2026-06-30

Filed2026-07-14

DBMF

LITMAN GREGORY FDS TR

26.74%

Shares14.0K

Event2026-06-30

Filed2026-07-14

USTB

VICTORY PORTFOLIOS II

7.21%

Shares8.4K

Event2026-06-30

Filed2026-07-14

VOE

VANGUARD INDEX FDS

-1.25%

Shares2.1K

Event2026-06-30

Filed2026-07-14

DGRO

ISHARES TR

-18.84%

Shares5.5K

Event2026-06-30

Filed2026-07-14

BIL

SPDR SERIES TRUST

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-14

FTSL

FIRST TR EXCHANGE-TRADED FD

-13.73%

Shares9.3K

Event2026-06-30

Filed2026-07-14

SCHW

SCHWAB CHARLES CORP

-5.33%

Shares4.5K

Event2026-06-30

Filed2026-07-14

ICSH

ISHARES TR

-33.99%

Shares8.1K

Event2026-06-30

Filed2026-07-14

CGXU

CAPITAL GROUP INTL FOCUS EQT

-2.22%

Shares11.6K

Event2026-06-30

Filed2026-07-14

INTC

INTEL CORP

New

Shares2.9K

Event2026-06-30

Filed2026-07-14

MAR

MARRIOTT INTL INC NEW

3.48%

Shares1.1K

Event2026-06-30

Filed2026-07-14

COP

CONOCOPHILLIPS

New

Shares3.8K

Event2026-06-30

Filed2026-07-14

FAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-14

IGSB

ISHARES TR

-33.76%

Shares7.3K

Event2026-06-30

Filed2026-07-14

UNILEVER PLC

-12.35%

Shares6.4K

Event2026-06-30

Filed2026-07-14

ANGL

VANECK ETF TRUST

-4.24%

Shares12.9K

Event2026-06-30

Filed2026-07-14

VFH

VANGUARD WORLD FD

-3.38%

Shares2.8K

Event2026-06-30

Filed2026-07-14

IJR

ISHARES TR

-0.98%

Shares2.4K

Event2026-06-30

Filed2026-07-14

VEA

VANGUARD TAX-MANAGED FDS

2.06%

Shares5.0K

Event2026-06-30

Filed2026-07-14

KLAC

KLA CORP

706.21%

Shares1.2K

Event2026-06-30

Filed2026-07-14

ENB

ENBRIDGE INC

-13.47%

Shares6.5K

Event2026-06-30

Filed2026-07-14

IVW

ISHARES TR

-5.29%

Shares2.5K

Event2026-06-30

Filed2026-07-14

QQQM

INVESCO EXCH TRADED FD TR II

-9.06%

Shares1.1K

Event2026-06-30

Filed2026-07-14

FLRN

SPDR SERIES TRUST

-8.11%

Shares11.0K

Event2026-06-30

Filed2026-07-14

SNOV

FIRST TR EXCHNG TRADED FD VI

-8.84%

Shares12.4K

Event2026-06-30

Filed2026-07-14

PYZ

INVESCO EXCHANGE TRADED FD T

-1.08%

Shares2.6K

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

-32.11%

Shares482

Event2026-06-30

Filed2026-07-14

MASTERCARD INCORPORATED

5.98%

Shares638

Event2026-06-30

Filed2026-07-14

NVO

NOVO-NORDISK A S

New

Shares6.8K

Event2026-06-30

Filed2026-07-14

LMT

LOCKHEED MARTIN CORP

-37.13%

Shares635

Event2026-06-30

Filed2026-07-14

AEP

AMERICAN ELEC PWR CO INC

-34.81%

Shares2.3K

Event2026-06-30

Filed2026-07-14

DYNF

BLACKROCK ETF TRUST

-2.80%

Shares4.6K

Event2026-06-30

Filed2026-07-14

LRCX

LAM RESEARCH CORP

New

Shares726

Event2026-06-30

Filed2026-07-14

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares8.5K

Event2026-06-30

Filed2026-07-14

SRE

SEMPRA

-53.06%

Shares3.3K

Event2026-06-30

Filed2026-07-14

VHT

VANGUARD WORLD FD

-7.62%

Shares1.0K

Event2026-06-30

Filed2026-07-14

ORACLE CORP

-21.16%

Shares2.1K

Event2026-06-30

Filed2026-07-14

JHSC

JOHN HANCOCK EXCHANGE TRADED

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-14

IVOG

VANGUARD ADMIRAL FDS INC

-20.59%

Shares2.0K

Event2026-06-30

Filed2026-07-14

CITIGROUP INC

-13.60%

Shares2.1K

Event2026-06-30

Filed2026-07-14

BND

VANGUARD BD INDEX FDS

-3.09%

Shares3.9K

Event2026-06-30

Filed2026-07-14

IVE

ISHARES TR

-21.55%

Shares1.3K

Event2026-06-30

Filed2026-07-14

IUSV

ISHARES TR

-1.07%

Shares2.6K

Event2026-06-30

Filed2026-07-14

DAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-14

DIS

DISNEY WALT CO

-33.41%

Shares2.9K

Event2026-06-30

Filed2026-07-14

ASML

ASML HLDG NV

New

Shares141

Event2026-06-30

Filed2026-07-14

NOC

NORTHROP GRUMMAN CORP

1.30%

Shares547

Event2026-06-30

Filed2026-07-14

IWL

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-14

FLTR

VANECK ETF TRUST

1.12%

Shares10.5K

Event2026-06-30

Filed2026-07-14

PSX

PHILLIPS 66

New

Shares1.6K

Event2026-06-30

Filed2026-07-14

PGR

PROGRESSIVE CORP

0.33%

Shares1.2K

Event2026-06-30

Filed2026-07-14

CRM

SALESFORCE INC

-52.03%

Shares1.7K

Event2026-06-30

Filed2026-07-14

VXUS

VANGUARD STAR FDS

-35.14%

Shares3.1K

Event2026-06-30

Filed2026-07-14

BIV

VANGUARD BD INDEX FDS

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-14

VTV

VANGUARD INDEX FDS

New

Shares1.2K

Event2026-06-30

Filed2026-07-14

SYK

STRYKER CORPORATION

-58.50%

Shares827

Event2026-06-30

Filed2026-07-14

SOUTHERN CO

-4.94%

Shares2.7K

Event2026-06-30

Filed2026-07-14

VALE

VALE S A

-1.60%

Shares16.9K

Event2026-06-30

Filed2026-07-14

IVOV

VANGUARD ADMIRAL FDS INC

-20.49%

Shares2.2K

Event2026-06-30

Filed2026-07-14

IWF

ISHARES TR

300.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

TJX

TJX COS INC NEW

-29.09%

Shares1.6K

Event2026-06-30

Filed2026-07-14

MELI

MERCADOLIBRE INC

15.87%

Shares146

Event2026-06-30

Filed2026-07-14

RPG

INVESCO EXCHANGE TRADED FD T

New

Shares3.9K

Event2026-06-30

Filed2026-07-14

DBEM

DBX ETF TR

-4.31%

Shares6.0K

Event2026-06-30

Filed2026-07-14

ABT

ABBOTT LABORATORIES

-8.72%

Shares2.7K

Event2026-06-30

Filed2026-07-14

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares462

Event2026-06-30

Filed2026-07-14

FDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-14

BOEING CO

-11.09%

Shares1.1K

Event2026-06-30

Filed2026-07-14

USB

US BANCORP

-0.52%

Shares3.8K

Event2026-06-30

Filed2026-07-14

XLE

SELECT SECTOR SPDR TR

-33.59%

Shares4.4K

Event2026-06-30

Filed2026-07-14

UAUG

INNOVATOR ETFS TRUST

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-14

SRLN

SSGA ACTIVE ETF TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-14

XSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-14

UCON

FIRST TR EXCHNG TRADED FD VI

-3.19%

Shares8.8K

Event2026-06-30

Filed2026-07-14

OKTA

OKTA INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-14

AXP

AMERICAN EXPRESS CO

-7.61%

Shares643

Event2026-06-30

Filed2026-07-14

IJS

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-07-14

SHM

SPDR SERIES TRUST

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-14

DELL

DELL TECHNOLOGIES INC

New

Shares494

Event2026-06-30

Filed2026-07-14

NULG

NUSHARES ETF TR

New

Shares1.8K

Event2026-06-30

Filed2026-07-14

APH

AMPHENOL CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-14

VDC

VANGUARD WORLD FD

0.00%

Shares934

Event2026-06-30

Filed2026-07-14

VSGX

VANGUARD WORLD FD

New

Shares2.6K

Event2026-06-30

Filed2026-07-14

UAPR

INNOVATOR ETFS TRUST

New

Shares5.9K

Event2026-06-30

Filed2026-07-14

NVS

NOVARTIS AG

New

Shares1.3K

Event2026-06-30

Filed2026-07-14

UBER

UBER TECHNOLOGIES INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-14

DOLLAR GEN CORP

-0.06%

Shares1.8K

Event2026-06-30

Filed2026-07-14

DHR

DANAHER CORP DEL

New

Shares1.1K

Event2026-06-30

Filed2026-07-14

TBLU

TORTOISE CAPITAL SERIES TRUS

New

Shares3.9K

Event2026-06-30

Filed2026-07-14

MCD

MCDONALDS CORP

-12.94%

Shares740

Event2026-06-30

Filed2026-07-14

JMIA

JUMIA TECHNOLOGIES AG

35.63%

Shares24.5K

Event2026-06-30

Filed2026-07-14

ONDS

ONDAS INC

-18.09%

Shares12.3K

Event2026-06-30

Filed2026-07-14

LYG

LLOYDS BANKING GROUP PLC

-3.49%

Shares14.0K

Event2026-06-30

Filed2026-07-14

CRON

CRONOS GROUP INC

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-14

CGC

CANOPY GROWTH CORPORATION

0.00%

Shares26.0K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available