Sponsored

The Analysis of Peachtree Investment Partners, LLC's Holdings & P&L

Currently, Peachtree Investment Partners, LLC holds 143 types of securities in its portfolio with a total value $311.9M. In the most recent quarter, they have increased their positions in SOXX (+17.5K shares, valued at $11.2M), VOO (+11.0K shares, valued at $7.5M), MTUM (+15.2K shares, valued at $5.2M); decreased their positions in SCHD (-102.6K shares, valued at $3.3M), MCK (-1.9K shares, valued at $1.4M), COR (-4.0K shares, valued at $1.1M); initiated new positions in SOXX (+17.5K shares, valued at $11.2M), MTUM (+15.2K shares, valued at $5.2M), MU (+1.1K shares, valued at $1.3M).

1M P&L

+1.1M+0.37%

3M P&L

+14.2M+5.03%

HY P&L

+31.7M+11.94%

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/A71.7M

28.2%

2Consumer Electronics41.2M

16.2%

3Drug Manufacturers - General28.9M

11.4%

Top Industries by Stock Count

1N/A54 stocks

44.3%

2Semiconductors7 stocks

5.7%

3Aerospace & Defense7 stocks

5.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC142.3K shares1.51%2026-06-302026-08-06

LLY ELI LILLY & CO21.7K shares-0.19%2026-06-302026-08-06

VOO VANGUARD INDEX FDS36.9K shares42.20%2026-06-302026-08-06

MSFT MICROSOFT CORP61.4K shares-3.85%2026-06-302026-08-06

VISA INC VISA INC42.7K shares-2.50%2026-06-302026-08-06

SOXX ISHARES TR17.5K sharesnew addition2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION11.6K shares0.56%2026-06-302026-08-06

HD HOME DEPOT INC27.6K shares-5.16%2026-06-302026-08-06

Sponsored

SCHG SCHWAB STRATEGIC TR282.7K shares-2.13%2026-06-302026-08-06

MCK MCKESSON CORP11.3K shares-14.17%2026-06-302026-08-06

NVDA NVIDIA CORPORATION42.3K shares8.66%2026-06-302026-08-06

TJX TJX COS INC NEW51.4K shares3.15%2026-06-302026-08-06

AMZN AMAZON COM INC31.1K shares7.35%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO22.1K shares-0.62%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T9.6K shares33.88%2026-06-302026-08-06

MASTERCARD INCORPORATED MASTERCARD INCORPORATED13.1K shares-0.80%2026-06-302026-08-06

Sponsored

MTUM ISHARES TR15.2K sharesnew addition2026-06-302026-08-06

SCHX SCHWAB STRATEGIC TR166.6K shares11.29%2026-06-302026-08-06

GOOGL ALPHABET INC12.9K shares8.51%2026-06-302026-08-06

SCHB SCHWAB STRATEGIC TR105.5K shares-8.81%2026-06-302026-08-06

GOOG ALPHABET INC8.6K shares-1.76%2026-06-302026-08-06

ISHARES TR ISHARES TR3.7K shares147.22%2026-06-302026-08-06

VGT VANGUARD WORLD FD22.3K shares778.80%2026-06-302026-08-06

BROADCOM INC BROADCOM INC6.9K shares13.31%2026-06-302026-08-06

Sponsored

GLW CORNING INC9.8K shares18.38%2026-06-302026-08-06

NOC NORTHROP GRUMMAN CORP4.6K shares-6.72%2026-06-302026-08-06

SCHD SCHWAB STRATEGIC TR72.2K shares-58.69%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON8.9K shares-10.54%2026-06-302026-08-06

ADP AUTOMATIC DATA PROCESSING IN9.9K shares-4.65%2026-06-302026-08-06

COR CENCORA INC7.8K shares-34.11%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL4.3K shares-6.59%2026-06-302026-08-06

ROST ROSS STORES INC8.6K shares13.78%2026-06-302026-08-06

Sponsored

KMB KIMBERLY-CLARK CORP16.0K shares0.05%2026-06-302026-08-06

SPMO INVESCO EXCH TRADED FD TR II10.0K shares0.00%2026-06-302026-08-06

CAT CATERPILLAR INC1.4K shares31.51%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC1.1K sharesnew addition2026-06-302026-08-06

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC9.7K shares-12.21%2026-06-302026-08-06

MCD MCDONALDS CORP4.1K shares-1.96%2026-06-302026-08-06

GEV GE VERNOVA INC878 shares42.07%2026-06-302026-08-06

QQQM INVESCO EXCH TRADED FD TR II3.2K shares82.40%2026-06-302026-08-06

Sponsored

ABT ABBOTT LABORATORIES10.4K shares-20.80%2026-06-302026-08-06

MAR MARRIOTT INTL INC NEW2.5K shares1.97%2026-06-302026-08-06

KO COCA COLA CO11.0K shares5.45%2026-06-302026-08-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND7.1K shares-5.52%2026-06-302026-08-06

GE GE AEROSPACE2.3K shares-22.20%2026-06-302026-08-06

SYK STRYKER CORPORATION2.7K shares-39.42%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC1.4K sharesnew addition2026-06-302026-08-06

IWF ISHARES TR6.5K shares321.87%2026-06-302026-08-06

Sponsored

APPLIED MATLS INC APPLIED MATLS INC1.1K sharesnew addition2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC1.4K shares11.08%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC770 shares-3.75%2026-06-302026-08-06

WMT WALMART INC6.5K shares-4.44%2026-06-302026-08-06

PG PROCTER & GAMBLE CO4.7K shares-7.99%2026-06-302026-08-06

IJH ISHARES TR8.8K shares-0.53%2026-06-302026-08-06

TSLA TESLA INC1.5K shares22.28%2026-06-302026-08-06

MRVL MARVELL TECHNOLOGY INC2.1K sharesnew addition2026-06-302026-08-06

Sponsored

LHX L3HARRIS TECHNOLOGIES INC2.1K shares-26.93%2026-06-302026-08-06

COF CAPITAL ONE FINL CORP2.8K shares1.43%2026-06-302026-08-06

ROL ROLLINS INC11.1K shares-24.15%2026-06-302026-08-06

TXN TEXAS INSTRS INC1.6K shares21.28%2026-06-302026-08-06

FHN FIRST HORIZON CORPORATION17.2K shares0.00%2026-06-302026-08-06

INTC INTEL CORP3.1K sharesnew addition2026-06-302026-08-06

ABBVIE INC ABBVIE INC1.7K shares-13.48%2026-06-302026-08-06

ETN EATON CORP PLC988 shares-1.50%2026-06-302026-08-06

Sponsored

PEP PEPSICO INC2.9K shares3.55%2026-06-302026-08-06

LMT LOCKHEED MARTIN CORP758 shares-16.79%2026-06-302026-08-06

DUK DUKE ENERGY CORP NEW3.0K shares2.79%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC781 shares20.34%2026-06-302026-08-06

SNDK SANDISK CORP162 sharesnew addition2026-06-302026-08-06

SOUTHSTATE BK CORP SOUTHSTATE BK CORP3.6K shares0.00%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS940 shares4.33%2026-06-302026-08-06

MO ALTRIA GROUP INC4.7K shares3.71%2026-06-302026-08-06

Sponsored

IYY ISHARES TR1.9K shares0.22%2026-06-302026-08-06

NKE NIKE INC8.1K shares-13.16%2026-06-302026-08-06

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC968 shares19.65%2026-06-302026-08-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL330 sharesnew addition2026-06-302026-08-06

CW CURTISS WRIGHT CORP410 sharesnew addition2026-06-302026-08-06

MS MORGAN STANLEY1.5K sharesnew addition2026-06-302026-08-06

TFC TRUIST FINL CORP6.1K shares0.17%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS1.1K shares-25.28%2026-06-302026-08-06

Sponsored

ED CONSOLIDATED EDISON INC2.7K shares0.68%2026-06-302026-08-06

NSC NORFOLK SOUTHN CORP922 shares-7.34%2026-06-302026-08-06

MRK MERCK & CO INC2.3K shares13.83%2026-06-302026-08-06

AXP AMERICAN EXPRESS CO842 shares-27.54%2026-06-302026-08-06

VTC VANGUARD SCOTTSDALE FDS3.6K shares0.00%2026-06-302026-08-06

YUM YUM BRANDS INC1.7K shares-1.65%2026-06-302026-08-06

VYM VANGUARD WHITEHALL FDS1.7K shares0.48%2026-06-302026-08-06

CASY CASEYS GEN STORES INC324 sharesnew addition2026-06-302026-08-06

Sponsored

GLD SPDR GOLD TR691 shares-20.85%2026-06-302026-08-06

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC610 sharesnew addition2026-06-302026-08-06

HONEYWELL INTL INC HONEYWELL INTL INC1.1K sharesnew addition2026-06-302026-08-06

SPG SIMON PPTY GROUP INC NEW1.1K sharesnew addition2026-06-302026-08-06

CTAS CINTAS CORP1.4K shares-8.97%2026-06-302026-08-06

HWM HOWMET AEROSPACE INC895 shares-20.30%2026-06-302026-08-06

BA BOEING CO1.1K sharesnew addition2026-06-302026-08-06

CISCO SYS INC CISCO SYS INC2.0K sharesnew addition2026-06-302026-08-06

Sponsored

C CITIGROUP INC1.7K sharesnew addition2026-06-302026-08-06

CVX CHEVRON CORPORATION1.4K shares-36.39%2026-06-302026-08-06

AMGN AMGEN INC628 shares6.08%2026-06-302026-08-06

WFC WELLS FARGO & CO2.7K shares6.43%2026-06-302026-08-06

IWY ISHARES TR750 sharesnew addition2026-06-302026-08-06

BND VANGUARD BD INDEX FDS2.9K shares0.00%2026-06-302026-08-06

WDC WESTERN DIGITAL CORP334 sharesnew addition2026-06-302026-08-06

CMCSA COMCAST CORP NEW8.7K shares4.20%2026-06-302026-08-06

Sponsored

IYW ISHARES TR829 shares3.11%2026-06-302026-08-06

CMI CUMMINS INC285 sharesnew addition2026-06-302026-08-06

CHUBB LIMITED CHUBB LIMITED593 shares-41.69%2026-06-302026-08-06

SCHK SCHWAB STRATEGIC TR5.3K shares0.27%2026-06-302026-08-06

IJK ISHARES TR1.4K shares-3.68%2026-06-302026-08-06

IWO ISHARES TR428 shares0.00%2026-06-302026-08-06

VONG VANGUARD SCOTTSDALE FDS1.0K shares175.48%2026-06-302026-08-06

SCHV SCHWAB STRATEGIC TR2.9K shares0.03%2026-06-302026-08-06

Sponsored

IJT ISHARES TR521 shares0.00%2026-06-302026-08-06

VOE VANGUARD INDEX FDS371 shares0.00%2026-06-302026-08-06

IUSG ISHARES TR306 shares0.00%2026-06-302026-08-06

IWM ISHARES TR168 shares0.00%2026-06-302026-08-06

VBR VANGUARD INDEX FDS207 shares0.49%2026-06-302026-08-06

IWD ISHARES TR192 shares0.00%2026-06-302026-08-06

VTV VANGUARD INDEX FDS195 shares0.52%2026-06-302026-08-06

SCHF SCHWAB STRATEGIC TR1.4K shares-72.79%2026-06-302026-08-06

Sponsored

IWS ISHARES TR195 shares0.52%2026-06-302026-08-06

VB VANGUARD INDEX FDS99 shares2.06%2026-06-302026-08-06

VUG VANGUARD INDEX FDS300 shares500.00%2026-06-302026-08-06

VDE VANGUARD WORLD FD157 shares-76.07%2026-06-302026-08-06

IWB ISHARES TR43 shares0.00%2026-06-302026-08-06

TLT ISHARES TR200 shares0.00%2026-06-302026-08-06

SCHR SCHWAB STRATEGIC TR700 shares0.00%2026-06-302026-08-06

SCHA SCHWAB STRATEGIC TR458 shares205.33%2026-06-302026-08-06

Sponsored

IWN ISHARES TR69 shares1.47%2026-06-302026-08-06

SCHZ SCHWAB STRATEGIC TR650 shares0.00%2026-06-302026-08-06

FNDA SCHWAB STRATEGIC TR351 shares646.81%2026-06-302026-08-06

FNDF SCHWAB STRATEGIC TR243 sharesnew addition2026-06-302026-08-06

SCHM SCHWAB STRATEGIC TR346 shares0.29%2026-06-302026-08-06

BSV VANGUARD BD INDEX FDS156 shares3.31%2026-06-302026-08-06

VHT VANGUARD WORLD FD41 shares0.00%2026-06-302026-08-06

BNDW VANGUARD SCOTTSDALE FDS166 shares3.75%2026-06-302026-08-06

Sponsored

IJR ISHARES TR67 shares0.00%2026-06-302026-08-06

SCYB SCHWAB STRATEGIC TR353 shares1.73%2026-06-302026-08-06

VPU VANGUARD WORLD FD30 shares0.00%2026-06-302026-08-06

IVE ISHARES TR22 shares-62.71%2026-06-302026-08-06

QQMG INVESCO EXCH TRADED FD TR II75 sharesnew addition2026-06-302026-08-06

FNDX SCHWAB STRATEGIC TR88 shares0.00%2026-06-302026-08-06

ISHARES TR ISHARES TR25 sharesnew addition2026-06-302026-08-06

AAPL

APPLE INC

1.51%

Shares142.3K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

-0.19%

Shares21.7K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

42.20%

Shares36.9K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-3.85%

Shares61.4K

Event2026-06-30

Filed2026-08-06

VISA INC

-2.50%

Shares42.7K

Event2026-06-30

Filed2026-08-06

SOXX

ISHARES TR

New

Shares17.5K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

0.56%

Shares11.6K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

-5.16%

Shares27.6K

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB STRATEGIC TR

-2.13%

Shares282.7K

Event2026-06-30

Filed2026-08-06

MCK

MCKESSON CORP

-14.17%

Shares11.3K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

8.66%

Shares42.3K

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

3.15%

Shares51.4K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

7.35%

Shares31.1K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

-0.62%

Shares22.1K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

33.88%

Shares9.6K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

-0.80%

Shares13.1K

Event2026-06-30

Filed2026-08-06

MTUM

ISHARES TR

New

Shares15.2K

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB STRATEGIC TR

11.29%

Shares166.6K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

8.51%

Shares12.9K

Event2026-06-30

Filed2026-08-06

SCHB

SCHWAB STRATEGIC TR

-8.81%

Shares105.5K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

-1.76%

Shares8.6K

Event2026-06-30

Filed2026-08-06

ISHARES TR

147.22%

Shares3.7K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

778.80%

Shares22.3K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

13.31%

Shares6.9K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

18.38%

Shares9.8K

Event2026-06-30

Filed2026-08-06

NOC

NORTHROP GRUMMAN CORP

-6.72%

Shares4.6K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

-58.69%

Shares72.2K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

-10.54%

Shares8.9K

Event2026-06-30

Filed2026-08-06

ADP

AUTOMATIC DATA PROCESSING IN

-4.65%

Shares9.9K

Event2026-06-30

Filed2026-08-06

COR

CENCORA INC

-34.11%

Shares7.8K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

-6.59%

Shares4.3K

Event2026-06-30

Filed2026-08-06

ROST

ROSS STORES INC

13.78%

Shares8.6K

Event2026-06-30

Filed2026-08-06

KMB

KIMBERLY-CLARK CORP

0.05%

Shares16.0K

Event2026-06-30

Filed2026-08-06

SPMO

INVESCO EXCH TRADED FD TR II

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

31.51%

Shares1.4K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

-12.21%

Shares9.7K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

-1.96%

Shares4.1K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

42.07%

Shares878

Event2026-06-30

Filed2026-08-06

QQQM

INVESCO EXCH TRADED FD TR II

82.40%

Shares3.2K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

-20.80%

Shares10.4K

Event2026-06-30

Filed2026-08-06

MAR

MARRIOTT INTL INC NEW

1.97%

Shares2.5K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

5.45%

Shares11.0K

Event2026-06-30

Filed2026-08-06

ACCENTURE PLC IRELAND

-5.52%

Shares7.1K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

-22.20%

Shares2.3K

Event2026-06-30

Filed2026-08-06

SYK

STRYKER CORPORATION

-39.42%

Shares2.7K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

321.87%

Shares6.5K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

11.08%

Shares1.4K

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

-3.75%

Shares770

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

-4.44%

Shares6.5K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

-7.99%

Shares4.7K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

-0.53%

Shares8.8K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

22.28%

Shares1.5K

Event2026-06-30

Filed2026-08-06

MRVL

MARVELL TECHNOLOGY INC

New

Shares2.1K

Event2026-06-30

Filed2026-08-06

LHX

L3HARRIS TECHNOLOGIES INC

-26.93%

Shares2.1K

Event2026-06-30

Filed2026-08-06

COF

CAPITAL ONE FINL CORP

1.43%

Shares2.8K

Event2026-06-30

Filed2026-08-06

ROL

ROLLINS INC

-24.15%

Shares11.1K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

21.28%

Shares1.6K

Event2026-06-30

Filed2026-08-06

FHN

FIRST HORIZON CORPORATION

0.00%

Shares17.2K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

New

Shares3.1K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

-13.48%

Shares1.7K

Event2026-06-30

Filed2026-08-06

ETN

EATON CORP PLC

-1.50%

Shares988

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

3.55%

Shares2.9K

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

-16.79%

Shares758

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

2.79%

Shares3.0K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

20.34%

Shares781

Event2026-06-30

Filed2026-08-06

SNDK

SANDISK CORP

New

Shares162

Event2026-06-30

Filed2026-08-06

SOUTHSTATE BK CORP

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

4.33%

Shares940

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

3.71%

Shares4.7K

Event2026-06-30

Filed2026-08-06

IYY

ISHARES TR

0.22%

Shares1.9K

Event2026-06-30

Filed2026-08-06

NKE

NIKE INC

-13.16%

Shares8.1K

Event2026-06-30

Filed2026-08-06

TRAVELERS COMPANIES INC

19.65%

Shares968

Event2026-06-30

Filed2026-08-06

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares330

Event2026-06-30

Filed2026-08-06

CURTISS WRIGHT CORP

New

Shares410

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

New

Shares1.5K

Event2026-06-30

Filed2026-08-06

TFC

TRUIST FINL CORP

0.17%

Shares6.1K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

-25.28%

Shares1.1K

Event2026-06-30

Filed2026-08-06

CONSOLIDATED EDISON INC

0.68%

Shares2.7K

Event2026-06-30

Filed2026-08-06

NSC

NORFOLK SOUTHN CORP

-7.34%

Shares922

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

13.83%

Shares2.3K

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO

-27.54%

Shares842

Event2026-06-30

Filed2026-08-06

VTC

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-06

YUM

YUM BRANDS INC

-1.65%

Shares1.7K

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD WHITEHALL FDS

0.48%

Shares1.7K

Event2026-06-30

Filed2026-08-06

CASY

CASEYS GEN STORES INC

New

Shares324

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

-20.85%

Shares691

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

New

Shares610

Event2026-06-30

Filed2026-08-06

HONEYWELL INTL INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-06

SPG

SIMON PPTY GROUP INC NEW

New

Shares1.1K

Event2026-06-30

Filed2026-08-06

CTAS

CINTAS CORP

-8.97%

Shares1.4K

Event2026-06-30

Filed2026-08-06

HWM

HOWMET AEROSPACE INC

-20.30%

Shares895

Event2026-06-30

Filed2026-08-06

BOEING CO

New

Shares1.1K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

New

Shares2.0K

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

-36.39%

Shares1.4K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

6.08%

Shares628

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO

6.43%

Shares2.7K

Event2026-06-30

Filed2026-08-06

IWY

ISHARES TR

New

Shares750

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-06

WDC

WESTERN DIGITAL CORP

New

Shares334

Event2026-06-30

Filed2026-08-06

CMCSA

COMCAST CORP NEW

4.20%

Shares8.7K

Event2026-06-30

Filed2026-08-06

IYW

ISHARES TR

3.11%

Shares829

Event2026-06-30

Filed2026-08-06

CMI

CUMMINS INC

New

Shares285

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED

-41.69%

Shares593

Event2026-06-30

Filed2026-08-06

SCHK

SCHWAB STRATEGIC TR

0.27%

Shares5.3K

Event2026-06-30

Filed2026-08-06

IJK

ISHARES TR

-3.68%

Shares1.4K

Event2026-06-30

Filed2026-08-06

IWO

ISHARES TR

0.00%

Shares428

Event2026-06-30

Filed2026-08-06

VONG

VANGUARD SCOTTSDALE FDS

175.48%

Shares1.0K

Event2026-06-30

Filed2026-08-06

SCHV

SCHWAB STRATEGIC TR

0.03%

Shares2.9K

Event2026-06-30

Filed2026-08-06

IJT

ISHARES TR

0.00%

Shares521

Event2026-06-30

Filed2026-08-06

VOE

VANGUARD INDEX FDS

0.00%

Shares371

Event2026-06-30

Filed2026-08-06

IUSG

ISHARES TR

0.00%

Shares306

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

0.00%

Shares168

Event2026-06-30

Filed2026-08-06

VBR

VANGUARD INDEX FDS

0.49%

Shares207

Event2026-06-30

Filed2026-08-06

IWD

ISHARES TR

0.00%

Shares192

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

0.52%

Shares195

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR

-72.79%

Shares1.4K

Event2026-06-30

Filed2026-08-06

IWS

ISHARES TR

0.52%

Shares195

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

2.06%

Shares99

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

500.00%

Shares300

Event2026-06-30

Filed2026-08-06

VDE

VANGUARD WORLD FD

-76.07%

Shares157

Event2026-06-30

Filed2026-08-06

IWB

ISHARES TR

0.00%

Shares43

Event2026-06-30

Filed2026-08-06

TLT

ISHARES TR

0.00%

Shares200

Event2026-06-30

Filed2026-08-06

SCHR

SCHWAB STRATEGIC TR

0.00%

Shares700

Event2026-06-30

Filed2026-08-06

SCHA

SCHWAB STRATEGIC TR

205.33%

Shares458

Event2026-06-30

Filed2026-08-06

IWN

ISHARES TR

1.47%

Shares69

Event2026-06-30

Filed2026-08-06

SCHZ

SCHWAB STRATEGIC TR

0.00%

Shares650

Event2026-06-30

Filed2026-08-06

FNDA

SCHWAB STRATEGIC TR

646.81%

Shares351

Event2026-06-30

Filed2026-08-06

FNDF

SCHWAB STRATEGIC TR

New

Shares243

Event2026-06-30

Filed2026-08-06

SCHM

SCHWAB STRATEGIC TR

0.29%

Shares346

Event2026-06-30

Filed2026-08-06

BSV

VANGUARD BD INDEX FDS

3.31%

Shares156

Event2026-06-30

Filed2026-08-06

VHT

VANGUARD WORLD FD

0.00%

Shares41

Event2026-06-30

Filed2026-08-06

BNDW

VANGUARD SCOTTSDALE FDS

3.75%

Shares166

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

0.00%

Shares67

Event2026-06-30

Filed2026-08-06

SCYB

SCHWAB STRATEGIC TR

1.73%

Shares353

Event2026-06-30

Filed2026-08-06

VPU

VANGUARD WORLD FD

0.00%

Shares30

Event2026-06-30

Filed2026-08-06

IVE

ISHARES TR

-62.71%

Shares22

Event2026-06-30

Filed2026-08-06

QQMG

INVESCO EXCH TRADED FD TR II

New

Shares75

Event2026-06-30

Filed2026-08-06

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares88

Event2026-06-30

Filed2026-08-06

ISHARES TR

New

Shares25

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available