Sponsored
The Analysis of Opal Wealth Advisors, LLC's Holdings & P&L
Currently, Opal Wealth Advisors, LLC holds 224 types of securities in its portfolio with a total value $463.0M. In the most recent quarter, they have increased their positions in GQGU (+67.1K shares, valued at $1.7M), LRGE (+18.7K shares, valued at $1.6M), GS (+1.1K shares, valued at $1.1M); decreased their positions in N/A (-432 shares, valued at $416.9K), IWD (-1.4K shares, valued at $348.1K), JNJ (-1.4K shares, valued at $345.7K); initiated new positions in SCHP (+10.8K shares, valued at $286.9K), N/A (+1.1K shares, valued at $256.3K), N/A (+1.2K shares, valued at $254.5K).
1M P&L
+685.6K+0.16%
3M P&L
+17.1M+4.05%
HY P&L
+33.0M+8.08%
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/A348.3M
80.0%
2Consumer Electronics13.5M
3.1%
3Asset Management10.3M
2.4%
Top Industries by Stock Count
1N/A89 stocks
46.1%
2Semiconductors7 stocks
3.6%
3Drug Manufacturers - General6 stocks
3.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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PVAL
-0.38%PUTNAM ETF TRUST
Shares1.6M
Event2026-06-30
Filed2026-07-20
LRGE
2.82%LEGG MASON ETF INVT
Shares681.6K
Event2026-06-30
Filed2026-07-20
VBR
0.71%VANGUARD INDEX FDS
Shares199.5K
Event2026-06-30
Filed2026-07-20
GQGU
4.40%ADVISORS INNER CIRCLE FD III
Shares1.6M
Event2026-06-30
Filed2026-07-20
ISTB
-0.28%ISHARES TR
Shares414.9K
Event2026-06-30
Filed2026-07-20
AAPL
7.20%APPLE INC
Shares46.7K
Event2026-06-30
Filed2026-07-20
XLI
0.55%SELECT SECTOR SPDR TR
Shares62.1K
Event2026-06-30
Filed2026-07-20
JMST
3.14%J P MORGAN EXCHANGE TRADED F
Shares224.8K
Event2026-06-30
Filed2026-07-20
NCDL
1.45%NUVEEN CHURCHILL DIRECT LEND
Shares634.3K
Event2026-06-30
Filed2026-07-20
CWI
2.10%SPDR INDEX SHS FDS
Shares151.2K
Event2026-06-30
Filed2026-07-20
SPYG
1.96%SPDR SERIES TRUST
Shares45.4K
Event2026-06-30
Filed2026-07-20
FBND
10.46%FIDELITY MERRIMACK STR TR
Shares115.1K
Event2026-06-30
Filed2026-07-20
NVDA
8.02%NVIDIA CORPORATION
Shares24.0K
Event2026-06-30
Filed2026-07-20
MOAT
3.46%VANECK ETF TRUST
Shares43.9K
Event2026-06-30
Filed2026-07-20
STATE STR SPDR S&P 500 ETF T
12.01%STATE STR SPDR S&P 500 ETF T
Shares6.0K
Event2026-06-30
Filed2026-07-20
SPSM
2.22%SPDR SERIES TRUST
Shares65.7K
Event2026-06-30
Filed2026-07-20
AMZN
4.80%AMAZON COM INC
Shares15.8K
Event2026-06-30
Filed2026-07-20
SPYV
5.68%SPDR SERIES TRUST
Shares61.4K
Event2026-06-30
Filed2026-07-20
MSFT
0.56%MICROSOFT CORP
Shares8.9K
Event2026-06-30
Filed2026-07-20
JMUB
3.86%J P MORGAN EXCHANGE TRADED F
Shares62.7K
Event2026-06-30
Filed2026-07-20
GOOGL
-2.67%ALPHABET INC
Shares8.1K
Event2026-06-30
Filed2026-07-20
JPIE
8.56%J P MORGAN EXCHANGE TRADED F
Shares58.4K
Event2026-06-30
Filed2026-07-20
MUNI
-0.18%PIMCO ETF TR
Shares47.5K
Event2026-06-30
Filed2026-07-20
GVI
10.99%ISHARES TR
Shares23.1K
Event2026-06-30
Filed2026-07-20
SCHM
1.62%SCHWAB STRATEGIC TR
Shares61.2K
Event2026-06-30
Filed2026-07-20
TSLA
4.10%TESLA INC
Shares5.4K
Event2026-06-30
Filed2026-07-20
INTC
-9.72%INTEL CORP
Shares15.6K
Event2026-06-30
Filed2026-07-20
EVSD
0.00%MORGAN STANLEY ETF TRUST
Shares38.8K
Event2026-06-30
Filed2026-07-20
ICE
-2.37%INTERCONTINENTAL EXCHANGE IN
Shares15.4K
Event2026-06-30
Filed2026-07-20
CAT
-3.50%CATERPILLAR INC
Shares1.7K
Event2026-06-30
Filed2026-07-20
CISCO SYS INC
-15.31%CISCO SYS INC
Shares15.0K
Event2026-06-30
Filed2026-07-20
UNITEDHEALTH GROUP INC
7.10%UNITEDHEALTH GROUP INC
Shares4.0K
Event2026-06-30
Filed2026-07-20
PSBD
29.66%PALMER SQUARE CAPITAL BDC IN
Shares159.2K
Event2026-06-30
Filed2026-07-20
ABBVIE INC
35.57%ABBVIE INC
Shares6.2K
Event2026-06-30
Filed2026-07-20
VISA INC
0.99%VISA INC
Shares4.4K
Event2026-06-30
Filed2026-07-20
EXXON MOBIL CORP
33.66%EXXON MOBIL CORP
Shares10.6K
Event2026-06-30
Filed2026-07-20
GS
306.34%GOLDMAN SACHS GROUP INC
Shares1.4K
Event2026-06-30
Filed2026-07-20
SHM
-0.24%SPDR SERIES TRUST
Shares29.1K
Event2026-06-30
Filed2026-07-20
META PLATFORMS INC
1.56%META PLATFORMS INC
Shares2.5K
Event2026-06-30
Filed2026-07-20
ISHARES TR
40.58%ISHARES TR
Shares1.8K
Event2026-06-30
Filed2026-07-20
VANGUARD INDEX FDS
3.71%VANGUARD INDEX FDS
Shares3.6K
Event2026-06-30
Filed2026-07-20
TSM
-2.80%TAIWAN SEMICONDUCTOR MANUFAC
Shares2.6K
Event2026-06-30
Filed2026-07-20
VTEB
18.51%VANGUARD MUN BD FDS
Shares24.1K
Event2026-06-30
Filed2026-07-20
BROADCOM INC
-2.34%BROADCOM INC
Shares3.1K
Event2026-06-30
Filed2026-07-20
SUSB
10.34%ISHARES TR
Shares46.8K
Event2026-06-30
Filed2026-07-20
JPMORGAN CHASE & CO
6.51%JPMORGAN CHASE & CO
Shares3.5K
Event2026-06-30
Filed2026-07-20
IBM
2.03%INTERNATIONAL BUSINESS MACHS
Shares4.1K
Event2026-06-30
Filed2026-07-20
PM
-3.87%PHILIP MORRIS INTL INC
Shares6.3K
Event2026-06-30
Filed2026-07-20
DGRO
1.37%ISHARES TR
Shares15.0K
Event2026-06-30
Filed2026-07-20
FLTR
-1.13%VANECK ETF TRUST
Shares42.8K
Event2026-06-30
Filed2026-07-20
NFJ
-8.17%VIRTUS DIVIDEND INTEREST & P
Shares68.1K
Event2026-06-30
Filed2026-07-20
VSGX
0.00%VANGUARD WORLD FD
Shares12.0K
Event2026-06-30
Filed2026-07-20
EVTR
0.00%MORGAN STANLEY ETF TRUST
Shares19.3K
Event2026-06-30
Filed2026-07-20
AVUV
-10.29%AMERICAN CENTY ETF TR
Shares7.6K
Event2026-06-30
Filed2026-07-20
KO
4.46%COCA COLA CO
Shares11.6K
Event2026-06-30
Filed2026-07-20
LLY
0.90%ELI LILLY & CO
Shares786
Event2026-06-30
Filed2026-07-20
IVW
-3.75%ISHARES TR
Shares6.6K
Event2026-06-30
Filed2026-07-20
ALL
-2.23%ALLSTATE CORP
Shares3.8K
Event2026-06-30
Filed2026-07-20
GOOG
9.38%ALPHABET INC
Shares2.5K
Event2026-06-30
Filed2026-07-20
XHB
0.28%SPDR SERIES TRUST
Shares7.5K
Event2026-06-30
Filed2026-07-20
SEAGATE TECHNOLOGY HLDNGS PL
-32.90%SEAGATE TECHNOLOGY HLDNGS PL
Shares881
Event2026-06-30
Filed2026-07-20
ESML
-1.01%ISHARES TR
Shares15.1K
Event2026-06-30
Filed2026-07-20
AXP
0.12%AMERICAN EXPRESS CO
Shares2.4K
Event2026-06-30
Filed2026-07-20
BAC
8.35%BANK OF AMER CORP
Shares14.5K
Event2026-06-30
Filed2026-07-20
HD
1.31%HOME DEPOT INC
Shares2.3K
Event2026-06-30
Filed2026-07-20
QQQ
-23.40%INVESCO QQQ TR
Shares1.1K
Event2026-06-30
Filed2026-07-20
SERVICENOW INC
19.03%SERVICENOW INC
Shares8.1K
Event2026-06-30
Filed2026-07-20
RIV
0.44%RIVERNORTH OPPORTUNITIES FD
Shares68.9K
Event2026-06-30
Filed2026-07-20
VZ
4.20%VERIZON COMMUNICATIONS INC
Shares18.8K
Event2026-06-30
Filed2026-07-20
ASML
4.23%ASML HLDG NV
Shares394
Event2026-06-30
Filed2026-07-20
JAAA
-2.14%JANUS DETROIT STR TR
Shares14.6K
Event2026-06-30
Filed2026-07-20
IVE
-4.98%ISHARES TR
Shares3.1K
Event2026-06-30
Filed2026-07-20
NVS
-5.42%NOVARTIS AG
Shares4.4K
Event2026-06-30
Filed2026-07-20
RSP
-3.05%INVESCO EXCHANGE TRADED FD T
Shares3.2K
Event2026-06-30
Filed2026-07-20
SCHW
65.81%SCHWAB CHARLES CORP
Shares7.3K
Event2026-06-30
Filed2026-07-20
C
-8.93%CITIGROUP INC
Shares4.6K
Event2026-06-30
Filed2026-07-20
ORACLE CORP
34.26%ORACLE CORP
Shares4.4K
Event2026-06-30
Filed2026-07-20
BRK.B
-19.99%BERKSHIRE HATHAWAY INC DEL
Shares1.3K
Event2026-06-30
Filed2026-07-20
FDX
-12.13%FEDEX CORP
Shares2.0K
Event2026-06-30
Filed2026-07-20
LOW
-0.21%LOWES COS INC
Shares2.8K
Event2026-06-30
Filed2026-07-20
VOO
8.52%VANGUARD INDEX FDS
Shares892
Event2026-06-30
Filed2026-07-20
RTX CORPORATION
-1.89%RTX CORPORATION
Shares3.2K
Event2026-06-30
Filed2026-07-20
GCOW
0.04%PACER FDS TR
Shares13.5K
Event2026-06-30
Filed2026-07-20
DIS
-1.70%DISNEY WALT CO
Shares6.1K
Event2026-06-30
Filed2026-07-20
NEXTERA ENERGY INC
-11.38%NEXTERA ENERGY INC
Shares6.6K
Event2026-06-30
Filed2026-07-20
SYK
0.61%STRYKER CORPORATION
Shares1.8K
Event2026-06-30
Filed2026-07-20
UNP
6.90%UNION PAC CORP
Shares2.1K
Event2026-06-30
Filed2026-07-20
VRTX
87.63%VERTEX PHARMACEUTICALS INC
Shares1.1K
Event2026-06-30
Filed2026-07-20
JGRO
-20.11%J P MORGAN EXCHANGE TRADED F
Shares5.5K
Event2026-06-30
Filed2026-07-20
MO
9.06%ALTRIA GROUP INC
Shares7.5K
Event2026-06-30
Filed2026-07-20
T
9.90%AT&T INC
Shares25.8K
Event2026-06-30
Filed2026-07-20
NYF
60.51%ISHARES TR
Shares9.9K
Event2026-06-30
Filed2026-07-20
S&P GLOBAL INC
-14.07%S&P GLOBAL INC
Shares1.3K
Event2026-06-30
Filed2026-07-20
CVX
7.91%CHEVRON CORPORATION
Shares3.2K
Event2026-06-30
Filed2026-07-20
COWZ
-2.59%PACER FDS TR
Shares8.5K
Event2026-06-30
Filed2026-07-20
QQQM
385.27%INVESCO EXCH TRADED FD TR II
Shares1.7K
Event2026-06-30
Filed2026-07-20
JNJ
-40.05%JOHNSON & JOHNSON
Shares2.0K
Event2026-06-30
Filed2026-07-20
PANW
-11.87%PALO ALTO NETWORKS INC
Shares1.5K
Event2026-06-30
Filed2026-07-20
MU
-3.90%MICRON TECHNOLOGY INC
Shares443
Event2026-06-30
Filed2026-07-20
MCK
-16.15%MCKESSON CORP
Shares670
Event2026-06-30
Filed2026-07-20
AMGN
-0.21%AMGEN INC
Shares1.4K
Event2026-06-30
Filed2026-07-20
COSTCO WHOLESALE CORPORATION
1.13%COSTCO WHOLESALE CORPORATION
Shares537
Event2026-06-30
Filed2026-07-20
CGXU
-5.39%CAPITAL GROUP INTL FOCUS EQT
Shares14.4K
Event2026-06-30
Filed2026-07-20
TMO
-2.95%THERMO FISHER SCIENTIFIC INC
Shares988
Event2026-06-30
Filed2026-07-20
MEGI
0.00%NYLI CBRE GBL INFR MEGTRNDS
Shares32.5K
Event2026-06-30
Filed2026-07-20
NETFLIX INC.
-2.22%NETFLIX INC.
Shares6.7K
Event2026-06-30
Filed2026-07-20
DIVO
-1.60%AMPLIFY ETF TR
Shares10.5K
Event2026-06-30
Filed2026-07-20
VYMI
2.28%VANGUARD WHITEHALL FDS
Shares4.8K
Event2026-06-30
Filed2026-07-20
ALPS ETF TR
6.94%ALPS ETF TR
Shares9.2K
Event2026-06-30
Filed2026-07-20
AEP
31.34%AMERICAN ELEC PWR CO INC
Shares3.5K
Event2026-06-30
Filed2026-07-20
URI
2.70%UNITED RENTALS INC
Shares418
Event2026-06-30
Filed2026-07-20
TBIL
-11.84%RBB FD INC
Shares9.5K
Event2026-06-30
Filed2026-07-20
FFA
-2.32%FIRST TR ENHANCED EQUITY
Shares20.6K
Event2026-06-30
Filed2026-07-20
NSC
0.00%NORFOLK SOUTHN CORP
Shares1.5K
Event2026-06-30
Filed2026-07-20
VB
-4.44%VANGUARD INDEX FDS
Shares1.5K
Event2026-06-30
Filed2026-07-20
IREN
27.56%IREN LIMITED
Shares9.9K
Event2026-06-30
Filed2026-07-20
XLK
0.09%SELECT SECTOR SPDR TR
Shares2.4K
Event2026-06-30
Filed2026-07-20
BFLY
-10.22%BUTTERFLY NETWORK INC
Shares52.1K
Event2026-06-30
Filed2026-07-20
DSM
2.26%BNY MELLON STRATEGIC MUN BD
Shares71.0K
Event2026-06-30
Filed2026-07-20
IUSB
39.89%ISHARES TR
Shares9.3K
Event2026-06-30
Filed2026-07-20
ITW
0.39%ILLINOIS TOOL WKS INC
Shares1.6K
Event2026-06-30
Filed2026-07-20
ASTRAZENECA PLC
1.32%ASTRAZENECA PLC
Shares2.2K
Event2026-06-30
Filed2026-07-20
QCOM
-31.32%QUALCOMM INC
Shares2.3K
Event2026-06-30
Filed2026-07-20
IWF
316.79%ISHARES TR
Shares3.4K
Event2026-06-30
Filed2026-07-20
GE
-4.17%GE AEROSPACE
Shares1.1K
Event2026-06-30
Filed2026-07-20
WMT
6.29%WALMART INC
Shares3.6K
Event2026-06-30
Filed2026-07-20
PGR
-16.04%PROGRESSIVE CORP
Shares1.9K
Event2026-06-30
Filed2026-07-20
FREEPORT MCMORAN INC
-5.76%FREEPORT MCMORAN INC
Shares6.5K
Event2026-06-30
Filed2026-07-20
IWD
-46.25%ISHARES TR
Shares1.7K
Event2026-06-30
Filed2026-07-20
UTES
10.14%ETFIS SER TR I
Shares4.9K
Event2026-06-30
Filed2026-07-20
IJR
2.64%ISHARES TR
Shares2.7K
Event2026-06-30
Filed2026-07-20
DUK
-1.95%DUKE ENERGY CORP NEW
Shares3.1K
Event2026-06-30
Filed2026-07-20
CIBR
26.87%FIRST TR EXCHANGE-TRADED FD
Shares4.4K
Event2026-06-30
Filed2026-07-20
PLD
-3.38%PROLOGIS INC.
Shares2.9K
Event2026-06-30
Filed2026-07-20
LUV
-1.68%SOUTHWEST AIRLS CO
Shares7.5K
Event2026-06-30
Filed2026-07-20
VLO
-6.29%VALERO ENERGY CORP
Shares1.5K
Event2026-06-30
Filed2026-07-20
MRK
0.50%MERCK & CO INC
Shares3.0K
Event2026-06-30
Filed2026-07-20
TXN
6.63%TEXAS INSTRS INC
Shares1.3K
Event2026-06-30
Filed2026-07-20
CAH
3.00%CARDINAL HEALTH INC
Shares1.6K
Event2026-06-30
Filed2026-07-20
VTV
11.54%VANGUARD INDEX FDS
Shares1.7K
Event2026-06-30
Filed2026-07-20
LIN
-0.56%LINDE PLC
Shares710
Event2026-06-30
Filed2026-07-20
ETN
-11.49%EATON CORP PLC
Shares855
Event2026-06-30
Filed2026-07-20
HTAB
3.53%HARTFORD FDS EXCHANGE TRADED
Shares18.6K
Event2026-06-30
Filed2026-07-20
CALF
-0.98%PACER FDS TR
Shares7.0K
Event2026-06-30
Filed2026-07-20
CVS
106.79%CVS HEALTH CORP
Shares3.4K
Event2026-06-30
Filed2026-07-20
GM
-2.07%GENERAL MTRS CO
Shares4.5K
Event2026-06-30
Filed2026-07-20
COF
-1.05%CAPITAL ONE FINL CORP
Shares1.7K
Event2026-06-30
Filed2026-07-20
VO
347.97%VANGUARD INDEX FDS
Shares4.2K
Event2026-06-30
Filed2026-07-20
AMD
406.14%ADVANCED MICRO DEVICES INC
Shares577
Event2026-06-30
Filed2026-07-20
ANET
52.91%ARISTA NETWORKS INC
Shares2.0K
Event2026-06-30
Filed2026-07-20
CI
-14.85%THE CIGNA GROUP
Shares1.2K
Event2026-06-30
Filed2026-07-20
EMBX
1.37%VANECK FDS
Shares6.5K
Event2026-06-30
Filed2026-07-20
WCMI
10.74%FIRST TR EXCHANGE-TRADED FD
Shares16.7K
Event2026-06-30
Filed2026-07-20
UBER
-1.02%UBER TECHNOLOGIES INC
Shares4.4K
Event2026-06-30
Filed2026-07-20
GEV
3.41%GE VERNOVA INC
Shares273
Event2026-06-30
Filed2026-07-20
PEP
36.29%PEPSICO INC
Shares2.3K
Event2026-06-30
Filed2026-07-20
ISRG
31.64%INTUITIVE SURGICAL INC
Shares778
Event2026-06-30
Filed2026-07-20
IWO
-1.77%ISHARES TR
Shares779
Event2026-06-30
Filed2026-07-20
HLT
-20.94%HILTON WORLDWIDE HLDGS INC
Shares925
Event2026-06-30
Filed2026-07-20
FVD
-4.43%FIRST TR EXCHANGE-TRADED FD
Shares6.1K
Event2026-06-30
Filed2026-07-20
NOC
-3.37%NORTHROP GRUMMAN CORP
Shares574
Event2026-06-30
Filed2026-07-20
VANECK ETF TRUST
-1.38%VANECK ETF TRUST
Shares3.9K
Event2026-06-30
Filed2026-07-20
ITOT
0.74%ISHARES TR
Shares1.8K
Event2026-06-30
Filed2026-07-20
CORTEVA INC
-4.05%CORTEVA INC
Shares3.4K
Event2026-06-30
Filed2026-07-20
SCHP
NewSCHWAB STRATEGIC TR
Shares10.8K
Event2026-06-30
Filed2026-07-20
ISHARES TR
7.33%ISHARES TR
Shares3.0K
Event2026-06-30
Filed2026-07-20
PHM
-1.28%PULTE GROUP INC
Shares2.1K
Event2026-06-30
Filed2026-07-20
GWW
-1.43%WW GRAINGER INC
Shares207
Event2026-06-30
Filed2026-07-20
APOLLO GLOBAL MGMT INC
-0.63%APOLLO GLOBAL MGMT INC
Shares2.4K
Event2026-06-30
Filed2026-07-20
NRG
82.38%NRG ENERGY INC
Shares1.9K
Event2026-06-30
Filed2026-07-20
APPLIED MATLS INC
11.99%APPLIED MATLS INC
Shares383
Event2026-06-30
Filed2026-07-20
COP
0.23%CONOCOPHILLIPS
Shares2.6K
Event2026-06-30
Filed2026-07-20
BA
0.16%BOEING CO
Shares1.3K
Event2026-06-30
Filed2026-07-20
VOE
42.34%VANGUARD INDEX FDS
Shares1.4K
Event2026-06-30
Filed2026-07-20
VYM
23.32%VANGUARD WHITEHALL FDS
Shares1.7K
Event2026-06-30
Filed2026-07-20
JCPB
-12.75%J P MORGAN EXCHANGE TRADED F
Shares5.6K
Event2026-06-30
Filed2026-07-20
AWK
23.73%AMERICAN WTR WKS CO INC NEW
Shares2.0K
Event2026-06-30
Filed2026-07-20
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares1.1K
Event2026-06-30
Filed2026-07-20
NRK
0.00%NUVEEN NY AMT FREE
Shares23.8K
Event2026-06-30
Filed2026-07-20
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares1.2K
Event2026-06-30
Filed2026-07-20
MTUM
85.25%ISHARES TR
Shares741
Event2026-06-30
Filed2026-07-20
CARR
-5.98%CARRIER GLOBAL CORPORATION
Shares3.5K
Event2026-06-30
Filed2026-07-20
LRCX
0.34%LAM RESEARCH CORP
Shares585
Event2026-06-30
Filed2026-07-20
VEA
12.66%VANGUARD TAX-MANAGED FDS
Shares3.5K
Event2026-06-30
Filed2026-07-20
IMCG
0.00%ISHARES TR
Shares2.6K
Event2026-06-30
Filed2026-07-20
DOV
0.00%DOVER CORP
Shares1.1K
Event2026-06-30
Filed2026-07-20
MUB
20.61%ISHARES TR
Shares2.3K
Event2026-06-30
Filed2026-07-20
BX
30.88%BLACKSTONE INC
Shares2.1K
Event2026-06-30
Filed2026-07-20
SPGP
1.41%INVESCO EXCHANGE TRADED FD T
Shares2.0K
Event2026-06-30
Filed2026-07-20
GLD
0.76%SPDR GOLD TR
Shares667
Event2026-06-30
Filed2026-07-20
PFE
2.25%PFIZER INC
Shares10.2K
Event2026-06-30
Filed2026-07-20
AB ACTIVE ETFS INC
0.71%AB ACTIVE ETFS INC
Shares9.7K
Event2026-06-30
Filed2026-07-20
CGMS
-13.81%CAPITAL GRP FIXED INCM ETF T
Shares8.7K
Event2026-06-30
Filed2026-07-20
EFG
3.41%ISHARES TR
Shares1.9K
Event2026-06-30
Filed2026-07-20
DYNF
13.92%BLACKROCK ETF TRUST
Shares3.5K
Event2026-06-30
Filed2026-07-20
CL
0.47%COLGATE PALMOLIVE CO
Shares2.6K
Event2026-06-30
Filed2026-07-20
IEMG
-21.57%ISHARES INC
Shares2.9K
Event2026-06-30
Filed2026-07-20
ICOW
0.14%PACER FDS TR
Shares5.6K
Event2026-06-30
Filed2026-07-20
IBRX
12.39%IMMUNITYBIO INC
Shares26.6K
Event2026-06-30
Filed2026-07-20
VUG
843.71%VANGUARD INDEX FDS
Shares2.7K
Event2026-06-30
Filed2026-07-20
LHX
-4.02%L3HARRIS TECHNOLOGIES INC
Shares788
Event2026-06-30
Filed2026-07-20
ABT
-2.36%ABBOTT LABORATORIES
Shares2.5K
Event2026-06-30
Filed2026-07-20
NBIS
2.05%NEBIUS GROUP N.V.
Shares798
Event2026-06-30
Filed2026-07-20
HSY
108.74%HERSHEY CO
Shares1.2K
Event2026-06-30
Filed2026-07-20
DSTL
0.59%ETF SER SOLUTIONS
Shares3.6K
Event2026-06-30
Filed2026-07-20
REGN
-3.95%REGENERON PHARMACEUTICALS
Shares340
Event2026-06-30
Filed2026-07-20
MCD
167.12%MCDONALDS CORP
Shares780
Event2026-06-30
Filed2026-07-20
ABNB
-12.37%AIRBNB INC
Shares1.5K
Event2026-06-30
Filed2026-07-20
ISCG
0.00%ISHARES TR
Shares3.1K
Event2026-06-30
Filed2026-07-20
CGHM
0.95%CAPITAL GRP FIXED INCM ETF T
Shares7.9K
Event2026-06-30
Filed2026-07-20
VIG
138.50%VANGUARD SPECIALIZED FUNDS
Shares861
Event2026-06-30
Filed2026-07-20
PWB
153.91%INVESCO EXCHANGE TRADED FD T
Shares1.2K
Event2026-06-30
Filed2026-07-20
EXC
-3.40%EXELON CORP
Shares4.3K
Event2026-06-30
Filed2026-07-20
NAN
1.11%NUVEEN NY DIVI ADV
Shares12.7K
Event2026-06-30
Filed2026-07-20
NXP
0.00%NUVEEN SELECT TAX-FREE INCOM
Shares10.3K
Event2026-06-30
Filed2026-07-20
DRTS
0.00%ALPHA TAU MEDICAL LTD
Shares10.0K
Event2026-06-30
Filed2026-07-20
QS
0.00%QUANTUMSCAPE CORP
Shares11.9K
Event2026-06-30
Filed2026-07-20
LYG
-2.84%LLOYDS BANKING GROUP PLC
Shares14.1K
Event2026-06-30
Filed2026-07-20
SOUN
0.00%SOUNDHOUND AI INC
Shares10.0K
Event2026-06-30
Filed2026-07-20
KEEL INFRASTRUCTURE CORP
NewKEEL INFRASTRUCTURE CORP
Shares10.0K
Event2026-06-30
Filed2026-07-20
DNN
NewDENISON MINES CORP
Shares15.9K
Event2026-06-30
Filed2026-07-20
JFB
NewJFB CONSTR HLDGS
Shares10.0K
Event2026-06-30
Filed2026-07-20
GTBP
NewGT BIOPHARMA INC
Shares81.8K
Event2026-06-30
Filed2026-07-20
BBAI
NewBIGBEAR AI HLDGS INC
Shares10.0K
Event2026-06-30
Filed2026-07-20
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available