Sponsored

The Analysis of Orgel Wealth Management, LLC's Holdings & P&L

Currently, Orgel Wealth Management, LLC holds 113 types of securities in its portfolio with a total value $5.3B. In the most recent quarter, they have increased their positions in VSDB (+4.7M shares, valued at $359.6M), SHYM (+8.1M shares, valued at $182.9M), IJH (+1.5M shares, valued at $119.4M); decreased their positions in VGSH (-5.8M shares, valued at $337.4M), FLQM (-1.7M shares, valued at $100.8M), PFFD (-219.7K shares, valued at $4.1M); initiated new positions in SHYM (+8.1M shares, valued at $182.9M), IJH (+1.5M shares, valued at $119.4M), AVSE (+127.8K shares, valued at $10.5M).

1M P&L

+1.8M+0.04%

3M P&L

-48.1M-1.03%

HY P&L

+181.9M+4.08%

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/A4.7B

99.8%

2Consumer Electronics3.0M

0.1%

3Software - Infrastructure2.1M

0.0%

Top Industries by Stock Count

1N/A86 stocks

84.3%

2Internet Content & Information2 stocks

2.0%

3Consumer Electronics1 stocks

1.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QUAL ISHARES TR3.4M shares1.99%2026-06-302026-07-13

VSDB VANGUARD MALVERN FDS8.2M shares135.00%2026-06-302026-07-13

ISHARES TR ISHARES TR646.5K shares6.05%2026-06-302026-07-13

SPYG SPDR SERIES TRUST3.4M shares-0.90%2026-06-302026-07-13

VYMI VANGUARD WHITEHALL FDS3.1M shares0.67%2026-06-302026-07-13

MUB ISHARES TR2.7M shares1.17%2026-06-302026-07-13

SCHF SCHWAB STRATEGIC TR9.7M shares2.99%2026-06-302026-07-13

PMBS PIMCO ETF TR4.9M shares1.05%2026-06-302026-07-13

Sponsored

MTUM ISHARES TR672.7K shares-1.61%2026-06-302026-07-13

VOE VANGUARD INDEX FDS961.9K shares6.99%2026-06-302026-07-13

SHYM BLACKROCK ETF TRUST II8.1M sharesnew addition2026-06-302026-07-13

VTEB VANGUARD MUN BD FDS3.6M shares3.06%2026-06-302026-07-13

VIOO VANGUARD ADMIRAL FDS INC1.1M shares2.68%2026-06-302026-07-13

SCHX SCHWAB STRATEGIC TR4.7M shares-0.69%2026-06-302026-07-13

PFFD GLOBAL X FDS6.8M shares-3.12%2026-06-302026-07-13

IJH ISHARES TR1.5M sharesnew addition2026-06-302026-07-13

Sponsored

SCHE SCHWAB STRATEGIC TR2.2M shares4.19%2026-06-302026-07-13

FQAL FIDELITY COVINGTON TRUST885.6K shares-1.60%2026-06-302026-07-13

ISHARES TR ISHARES TR706.9K shares0.64%2026-06-302026-07-13

VOT VANGUARD INDEX FDS216.3K shares-1.26%2026-06-302026-07-13

SPHQ INVESCO EXCHANGE TRADED FD T395.7K shares-0.68%2026-06-302026-07-13

IMCV ISHARES TR341.9K shares-0.27%2026-06-302026-07-13

IMCG ISHARES TR284.2K shares-2.56%2026-06-302026-07-13

IEMG ISHARES INC310.0K shares1.12%2026-06-302026-07-13

Sponsored

ESGV VANGUARD WORLD FD143.2K shares3.66%2026-06-302026-07-13

AVSE AMERICAN CENTY ETF TR127.8K sharesnew addition2026-06-302026-07-13

VB VANGUARD INDEX FDS33.9K shares0.26%2026-06-302026-07-13

VSGX VANGUARD WORLD FD124.7K shares-1.09%2026-06-302026-07-13

ESGD ISHARES TR90.6K shares-0.13%2026-06-302026-07-13

SCHD SCHWAB STRATEGIC TR293.4K shares-1.01%2026-06-302026-07-13

IUSB ISHARES TR197.9K shares-1.84%2026-06-302026-07-13

PTL NORTHERN LTS FD TR IV27.8K sharesnew addition2026-06-302026-07-13

Sponsored

SCHG SCHWAB STRATEGIC TR227.9K shares3.31%2026-06-302026-07-13

SCHA SCHWAB STRATEGIC TR192.6K shares-2.89%2026-06-302026-07-13

VOO VANGUARD INDEX FDS7.5K shares19.67%2026-06-302026-07-13

OWNS QUAKER INVT TR294.9K shares2.96%2026-06-302026-07-13

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.6K shares5.34%2026-06-302026-07-13

EFA ISHARES TR35.5K shares5.51%2026-06-302026-07-13

FLQM FRANKLIN TEMPLETON ETF TR54.7K shares-96.96%2026-06-302026-07-13

AAPL APPLE INC10.3K shares32.31%2026-06-302026-07-13

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS8.0K shares20.67%2026-06-302026-07-13

VEA VANGUARD TAX-MANAGED FDS32.7K sharesnew addition2026-06-302026-07-13

JSML JANUS DETROIT STR TR23.9K shares-1.85%2026-06-302026-07-13

IWM ISHARES TR7.4K shares11.69%2026-06-302026-07-13

VGSH VANGUARD SCOTTSDALE FDS36.0K shares-99.38%2026-06-302026-07-13

MSFT MICROSOFT CORP5.5K shares3.58%2026-06-302026-07-13

IVW ISHARES TR14.7K sharesnew addition2026-06-302026-07-13

EMXC ISHARES INC19.1K shares0.01%2026-06-302026-07-13

Sponsored

IVE ISHARES TR8.4K sharesnew addition2026-06-302026-07-13

VIG VANGUARD SPECIALIZED FUNDS8.1K shares40.31%2026-06-302026-07-13

IWF ISHARES TR14.9K shares401.92%2026-06-302026-07-13

SUSL ISHARES TR13.4K shares-0.92%2026-06-302026-07-13

SPDR SERIES TRUST SPDR SERIES TRUST19.7K shares61.96%2026-06-302026-07-13

IWR ISHARES TR13.6K shares-4.41%2026-06-302026-07-13

IWD ISHARES TR6.2K shares105.76%2026-06-302026-07-13

ISHARES TR ISHARES TR14.7K shares26.35%2026-06-302026-07-13

Sponsored

MDY STATE STR SPDR S&P MIDCAP 402.0K shares8.35%2026-06-302026-07-13

JEPI J P MORGAN EXCHANGE TRADED F24.2K shares91.53%2026-06-302026-07-13

GLD SPDR GOLD TR3.3K shares0.00%2026-06-302026-07-13

ITOT ISHARES TR7.1K shares-11.98%2026-06-302026-07-13

VUG VANGUARD INDEX FDS13.2K shares482.63%2026-06-302026-07-13

MLPX GLOBAL X FDS13.9K shares32.34%2026-06-302026-07-13

PSQA PALMER SQUARE FUNDS TR48.7K shares0.00%2026-06-302026-07-13

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F16.1K shares61.23%2026-06-302026-07-13

Sponsored

HDEF DBX ETF TR29.8K shares0.13%2026-06-302026-07-13

IQLT ISHARES TR17.7K sharesnew addition2026-06-302026-07-13

SCHY SCHWAB STRATEGIC TR26.9K shares80.21%2026-06-302026-07-13

AMZN AMAZON COM INC3.6K shares6.52%2026-06-302026-07-13

SUB ISHARES TR7.4K shares5.57%2026-06-302026-07-13

IWY ISHARES TR2.6K sharesnew addition2026-06-302026-07-13

NVDA NVIDIA CORPORATION3.6K sharesnew addition2026-06-302026-07-13

CAT CATERPILLAR INC663 shares-0.45%2026-06-302026-07-13

Sponsored

FDMO FIDELITY COVINGTON TRUST6.8K shares-8.12%2026-06-302026-07-13

RSP INVESCO EXCHANGE TRADED FD T3.1K shares24.95%2026-06-302026-07-13

IJR ISHARES TR4.1K shares20.67%2026-06-302026-07-13

PHYS SPROTT ASSET MANAGEMENT LP20.0K shares0.00%2026-06-302026-07-13

DGRE WISDOMTREE TR14.6K shares45.26%2026-06-302026-07-13

VEU VANGUARD INTL EQUITY INDEX F6.8K shares0.00%2026-06-302026-07-13

META PLATFORMS INC META PLATFORMS INC960 shares4.58%2026-06-302026-07-13

DYNF BLACKROCK ETF TRUST7.9K sharesnew addition2026-06-302026-07-13

Sponsored

IWO ISHARES TR1.3K shares0.00%2026-06-302026-07-13

PGR PROGRESSIVE CORP2.3K shares0.00%2026-06-302026-07-13

IWP ISHARES TR3.5K shares10.09%2026-06-302026-07-13

VXF VANGUARD INDEX FDS2.0K shares0.00%2026-06-302026-07-13

QQQ INVESCO QQQ TR660 shares33.06%2026-06-302026-07-13

MASTERCARD INCORPORATED MASTERCARD INCORPORATED942 shares4.90%2026-06-302026-07-13

GOOGL ALPHABET INC1.3K shares26.24%2026-06-302026-07-13

VO VANGUARD INDEX FDS5.9K sharesnew addition2026-06-302026-07-13

Sponsored

IGRO ISHARES TR4.9K shares45.77%2026-06-302026-07-13

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.3K shares7.27%2026-06-302026-07-13

FSV FIRSTSERVICE CORP NEW2.9K shares0.00%2026-06-302026-07-13

VWO VANGUARD INTL EQUITY INDEX F6.8K shares28.83%2026-06-302026-07-13

INTF ISHARES TR9.4K shares7.80%2026-06-302026-07-13

IWB ISHARES TR940 shares0.00%2026-06-302026-07-13

QEFA SPDR INDEX SHS FDS3.7K shares6.00%2026-06-302026-07-13

DFUV DIMENSIONAL ETF TRUST6.3K shares0.00%2026-06-302026-07-13

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL687 shares0.00%2026-06-302026-07-13

CTAS CINTAS CORP2.0K shares0.00%2026-06-302026-07-13

JNJ JOHNSON & JOHNSON1.3K shares0.00%2026-06-302026-07-13

IWS ISHARES TR1.9K shares14.81%2026-06-302026-07-13

GOOG ALPHABET INC895 shares-0.89%2026-06-302026-07-13

BND VANGUARD BD INDEX FDS4.2K sharesnew addition2026-06-302026-07-13

ITW ILLINOIS TOOL WKS INC1.0K shares0.00%2026-06-302026-07-13

URI UNITED RENTALS INC230 sharesnew addition2026-06-302026-07-13

Sponsored

VTV VANGUARD INDEX FDS1.1K shares6.94%2026-06-302026-07-13

VYM VANGUARD WHITEHALL FDS1.5K sharesnew addition2026-06-302026-07-13

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC565 sharesnew addition2026-06-302026-07-13

HD HOME DEPOT INC648 shares5.71%2026-06-302026-07-13

VUSE ETF SER SOLUTIONS3.1K sharesnew addition2026-06-302026-07-13

FV FIRST TR EXCHANGE TRADED FD2.9K sharesnew addition2026-06-302026-07-13

DFIV DIMENSIONAL ETF TRUST3.9K sharesnew addition2026-06-302026-07-13

QGRW WISDOMTREE TR3.2K sharesnew addition2026-06-302026-07-13

Sponsored

PEP PEPSICO INC1.5K shares0.00%2026-06-302026-07-13

QUAL

ISHARES TR

1.99%

Shares3.4M

Event2026-06-30

Filed2026-07-13

VSDB

VANGUARD MALVERN FDS

135.00%

Shares8.2M

Event2026-06-30

Filed2026-07-13

ISHARES TR

6.05%

Shares646.5K

Event2026-06-30

Filed2026-07-13

SPYG

SPDR SERIES TRUST

-0.90%

Shares3.4M

Event2026-06-30

Filed2026-07-13

VYMI

VANGUARD WHITEHALL FDS

0.67%

Shares3.1M

Event2026-06-30

Filed2026-07-13

MUB

ISHARES TR

1.17%

Shares2.7M

Event2026-06-30

Filed2026-07-13

SCHF

SCHWAB STRATEGIC TR

2.99%

Shares9.7M

Event2026-06-30

Filed2026-07-13

PMBS

PIMCO ETF TR

1.05%

Shares4.9M

Event2026-06-30

Filed2026-07-13

MTUM

ISHARES TR

-1.61%

Shares672.7K

Event2026-06-30

Filed2026-07-13

VOE

VANGUARD INDEX FDS

6.99%

Shares961.9K

Event2026-06-30

Filed2026-07-13

SHYM

BLACKROCK ETF TRUST II

New

Shares8.1M

Event2026-06-30

Filed2026-07-13

VTEB

VANGUARD MUN BD FDS

3.06%

Shares3.6M

Event2026-06-30

Filed2026-07-13

VIOO

VANGUARD ADMIRAL FDS INC

2.68%

Shares1.1M

Event2026-06-30

Filed2026-07-13

SCHX

SCHWAB STRATEGIC TR

-0.69%

Shares4.7M

Event2026-06-30

Filed2026-07-13

PFFD

GLOBAL X FDS

-3.12%

Shares6.8M

Event2026-06-30

Filed2026-07-13

IJH

ISHARES TR

New

Shares1.5M

Event2026-06-30

Filed2026-07-13

SCHE

SCHWAB STRATEGIC TR

4.19%

Shares2.2M

Event2026-06-30

Filed2026-07-13

FQAL

FIDELITY COVINGTON TRUST

-1.60%

Shares885.6K

Event2026-06-30

Filed2026-07-13

ISHARES TR

0.64%

Shares706.9K

Event2026-06-30

Filed2026-07-13

VOT

VANGUARD INDEX FDS

-1.26%

Shares216.3K

Event2026-06-30

Filed2026-07-13

SPHQ

INVESCO EXCHANGE TRADED FD T

-0.68%

Shares395.7K

Event2026-06-30

Filed2026-07-13

IMCV

ISHARES TR

-0.27%

Shares341.9K

Event2026-06-30

Filed2026-07-13

IMCG

ISHARES TR

-2.56%

Shares284.2K

Event2026-06-30

Filed2026-07-13

IEMG

ISHARES INC

1.12%

Shares310.0K

Event2026-06-30

Filed2026-07-13

ESGV

VANGUARD WORLD FD

3.66%

Shares143.2K

Event2026-06-30

Filed2026-07-13

AVSE

AMERICAN CENTY ETF TR

New

Shares127.8K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

0.26%

Shares33.9K

Event2026-06-30

Filed2026-07-13

VSGX

VANGUARD WORLD FD

-1.09%

Shares124.7K

Event2026-06-30

Filed2026-07-13

ESGD

ISHARES TR

-0.13%

Shares90.6K

Event2026-06-30

Filed2026-07-13

SCHD

SCHWAB STRATEGIC TR

-1.01%

Shares293.4K

Event2026-06-30

Filed2026-07-13

IUSB

ISHARES TR

-1.84%

Shares197.9K

Event2026-06-30

Filed2026-07-13

PTL

NORTHERN LTS FD TR IV

New

Shares27.8K

Event2026-06-30

Filed2026-07-13

SCHG

SCHWAB STRATEGIC TR

3.31%

Shares227.9K

Event2026-06-30

Filed2026-07-13

SCHA

SCHWAB STRATEGIC TR

-2.89%

Shares192.6K

Event2026-06-30

Filed2026-07-13

VOO

VANGUARD INDEX FDS

19.67%

Shares7.5K

Event2026-06-30

Filed2026-07-13

OWNS

QUAKER INVT TR

2.96%

Shares294.9K

Event2026-06-30

Filed2026-07-13

STATE STR SPDR S&P 500 ETF T

5.34%

Shares6.6K

Event2026-06-30

Filed2026-07-13

EFA

ISHARES TR

5.51%

Shares35.5K

Event2026-06-30

Filed2026-07-13

FLQM

FRANKLIN TEMPLETON ETF TR

-96.96%

Shares54.7K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC

32.31%

Shares10.3K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

20.67%

Shares8.0K

Event2026-06-30

Filed2026-07-13

VEA

VANGUARD TAX-MANAGED FDS

New

Shares32.7K

Event2026-06-30

Filed2026-07-13

JSML

JANUS DETROIT STR TR

-1.85%

Shares23.9K

Event2026-06-30

Filed2026-07-13

IWM

ISHARES TR

11.69%

Shares7.4K

Event2026-06-30

Filed2026-07-13

VGSH

VANGUARD SCOTTSDALE FDS

-99.38%

Shares36.0K

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP

3.58%

Shares5.5K

Event2026-06-30

Filed2026-07-13

IVW

ISHARES TR

New

Shares14.7K

Event2026-06-30

Filed2026-07-13

EMXC

ISHARES INC

0.01%

Shares19.1K

Event2026-06-30

Filed2026-07-13

IVE

ISHARES TR

New

Shares8.4K

Event2026-06-30

Filed2026-07-13

VIG

VANGUARD SPECIALIZED FUNDS

40.31%

Shares8.1K

Event2026-06-30

Filed2026-07-13

IWF

ISHARES TR

401.92%

Shares14.9K

Event2026-06-30

Filed2026-07-13

SUSL

ISHARES TR

-0.92%

Shares13.4K

Event2026-06-30

Filed2026-07-13

SPDR SERIES TRUST

61.96%

Shares19.7K

Event2026-06-30

Filed2026-07-13

IWR

ISHARES TR

-4.41%

Shares13.6K

Event2026-06-30

Filed2026-07-13

IWD

ISHARES TR

105.76%

Shares6.2K

Event2026-06-30

Filed2026-07-13

ISHARES TR

26.35%

Shares14.7K

Event2026-06-30

Filed2026-07-13

MDY

STATE STR SPDR S&P MIDCAP 40

8.35%

Shares2.0K

Event2026-06-30

Filed2026-07-13

JEPI

J P MORGAN EXCHANGE TRADED F

91.53%

Shares24.2K

Event2026-06-30

Filed2026-07-13

GLD

SPDR GOLD TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-13

ITOT

ISHARES TR

-11.98%

Shares7.1K

Event2026-06-30

Filed2026-07-13

VUG

VANGUARD INDEX FDS

482.63%

Shares13.2K

Event2026-06-30

Filed2026-07-13

MLPX

GLOBAL X FDS

32.34%

Shares13.9K

Event2026-06-30

Filed2026-07-13

PSQA

PALMER SQUARE FUNDS TR

0.00%

Shares48.7K

Event2026-06-30

Filed2026-07-13

J P MORGAN EXCHANGE TRADED F

61.23%

Shares16.1K

Event2026-06-30

Filed2026-07-13

HDEF

DBX ETF TR

0.13%

Shares29.8K

Event2026-06-30

Filed2026-07-13

IQLT

ISHARES TR

New

Shares17.7K

Event2026-06-30

Filed2026-07-13

SCHY

SCHWAB STRATEGIC TR

80.21%

Shares26.9K

Event2026-06-30

Filed2026-07-13

AMZN

AMAZON COM INC

6.52%

Shares3.6K

Event2026-06-30

Filed2026-07-13

SUB

ISHARES TR

5.57%

Shares7.4K

Event2026-06-30

Filed2026-07-13

IWY

ISHARES TR

New

Shares2.6K

Event2026-06-30

Filed2026-07-13

NVDA

NVIDIA CORPORATION

New

Shares3.6K

Event2026-06-30

Filed2026-07-13

CAT

CATERPILLAR INC

-0.45%

Shares663

Event2026-06-30

Filed2026-07-13

FDMO

FIDELITY COVINGTON TRUST

-8.12%

Shares6.8K

Event2026-06-30

Filed2026-07-13

RSP

INVESCO EXCHANGE TRADED FD T

24.95%

Shares3.1K

Event2026-06-30

Filed2026-07-13

IJR

ISHARES TR

20.67%

Shares4.1K

Event2026-06-30

Filed2026-07-13

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-13

DGRE

WISDOMTREE TR

45.26%

Shares14.6K

Event2026-06-30

Filed2026-07-13

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-13

META PLATFORMS INC

4.58%

Shares960

Event2026-06-30

Filed2026-07-13

DYNF

BLACKROCK ETF TRUST

New

Shares7.9K

Event2026-06-30

Filed2026-07-13

IWO

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-13

PGR

PROGRESSIVE CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-13

IWP

ISHARES TR

10.09%

Shares3.5K

Event2026-06-30

Filed2026-07-13

VXF

VANGUARD INDEX FDS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

QQQ

INVESCO QQQ TR

33.06%

Shares660

Event2026-06-30

Filed2026-07-13

MASTERCARD INCORPORATED

4.90%

Shares942

Event2026-06-30

Filed2026-07-13

GOOGL

ALPHABET INC

26.24%

Shares1.3K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

New

Shares5.9K

Event2026-06-30

Filed2026-07-13

IGRO

ISHARES TR

45.77%

Shares4.9K

Event2026-06-30

Filed2026-07-13

JPMORGAN CHASE & CO

7.27%

Shares1.3K

Event2026-06-30

Filed2026-07-13

FSV

FIRSTSERVICE CORP NEW

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-13

VWO

VANGUARD INTL EQUITY INDEX F

28.83%

Shares6.8K

Event2026-06-30

Filed2026-07-13

INTF

ISHARES TR

7.80%

Shares9.4K

Event2026-06-30

Filed2026-07-13

IWB

ISHARES TR

0.00%

Shares940

Event2026-06-30

Filed2026-07-13

QEFA

SPDR INDEX SHS FDS

6.00%

Shares3.7K

Event2026-06-30

Filed2026-07-13

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-13

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares687

Event2026-06-30

Filed2026-07-13

CTAS

CINTAS CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-13

IWS

ISHARES TR

14.81%

Shares1.9K

Event2026-06-30

Filed2026-07-13

GOOG

ALPHABET INC

-0.89%

Shares895

Event2026-06-30

Filed2026-07-13

BND

VANGUARD BD INDEX FDS

New

Shares4.2K

Event2026-06-30

Filed2026-07-13

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-13

URI

UNITED RENTALS INC

New

Shares230

Event2026-06-30

Filed2026-07-13

VTV

VANGUARD INDEX FDS

6.94%

Shares1.1K

Event2026-06-30

Filed2026-07-13

VYM

VANGUARD WHITEHALL FDS

New

Shares1.5K

Event2026-06-30

Filed2026-07-13

UNITEDHEALTH GROUP INC

New

Shares565

Event2026-06-30

Filed2026-07-13

HOME DEPOT INC

5.71%

Shares648

Event2026-06-30

Filed2026-07-13

VUSE

ETF SER SOLUTIONS

New

Shares3.1K

Event2026-06-30

Filed2026-07-13

FIRST TR EXCHANGE TRADED FD

New

Shares2.9K

Event2026-06-30

Filed2026-07-13

DFIV

DIMENSIONAL ETF TRUST

New

Shares3.9K

Event2026-06-30

Filed2026-07-13

QGRW

WISDOMTREE TR

New

Shares3.2K

Event2026-06-30

Filed2026-07-13

PEP

PEPSICO INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available