Sponsored

The Analysis of Peak Financial Management, Inc.'s Holdings & P&L

Currently, Peak Financial Management, Inc. holds 114 types of securities in its portfolio with a total value $435.5M. In the most recent quarter, they have increased their positions in FLXR (+23.5K shares, valued at $920.1K), SNDK (+400 shares, valued at $909.5K), RSP (+4.0K shares, valued at $860.0K); decreased their positions in VOO (-609 shares, valued at $418.3K), NVDA (-1.7K shares, valued at $347.2K), N/A (-777 shares, valued at $287.5K); initiated new positions in SNDK (+400 shares, valued at $909.5K), INTC (+3.0K shares, valued at $420.2K), LLY (+320 shares, valued at $383.8K).

1M P&L

-5.7M-1.56%

3M P&L

-508.1K-0.14%

HY P&L

+18.7M+5.47%

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/A353.2M

93.2%

2Consumer Electronics7.5M

2.0%

3Semiconductors7.3M

1.9%

Top Industries by Stock Count

1N/A68 stocks

68.7%

2Semiconductors7 stocks

7.1%

3Internet Content & Information2 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VXUS VANGUARD STAR FDS600.3K shares1.19%2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS91.8K shares-0.84%2026-06-302026-07-20

SPGM SPDR INDEX SHS FDS365.1K shares0.18%2026-06-302026-07-20

RSP INVESCO EXCHANGE TRADED FD T99.1K shares4.25%2026-06-302026-07-20

JPIB J P MORGAN EXCHANGE TRADED F357.6K shares3.93%2026-06-302026-07-20

VOO VANGUARD INDEX FDS24.7K shares-2.41%2026-06-302026-07-20

SCHM SCHWAB STRATEGIC TR393.9K shares0.44%2026-06-302026-07-20

SCHB SCHWAB STRATEGIC TR492.7K shares5.15%2026-06-302026-07-20

Sponsored

VCIT VANGUARD SCOTTSDALE FDS170.3K shares2.79%2026-06-302026-07-20

SPEM SPDR INDEX SHS FDS264.2K shares1.13%2026-06-302026-07-20

NFLT ETFIS SER TR I589.6K shares4.86%2026-06-302026-07-20

ISHARES TR ISHARES TR125.1K shares0.57%2026-06-302026-07-20

RPV INVESCO EXCHANGE TRADED FD T106.2K shares0.70%2026-06-302026-07-20

FLXR TCW ETF TRUST303.1K shares8.39%2026-06-302026-07-20

SHYG ISHARES TR271.5K shares4.22%2026-06-302026-07-20

GLTR ABRDN PRECIOUS METALS BASKET62.8K shares1.49%2026-06-302026-07-20

Sponsored

IJR ISHARES TR70.2K shares0.58%2026-06-302026-07-20

SDCI USCF ETF TR381.0K shares0.94%2026-06-302026-07-20

SCHZ SCHWAB STRATEGIC TR423.7K shares7.70%2026-06-302026-07-20

SCHP SCHWAB STRATEGIC TR367.7K shares4.59%2026-06-302026-07-20

AAPL APPLE INC25.9K shares8.19%2026-06-302026-07-20

USRT ISHARES TR104.7K shares2.12%2026-06-302026-07-20

ACWI ISHARES TR42.3K shares-0.07%2026-06-302026-07-20

SCHX SCHWAB STRATEGIC TR168.8K shares-0.14%2026-06-302026-07-20

Sponsored

SCHF SCHWAB STRATEGIC TR163.8K shares-0.41%2026-06-302026-07-20

NVDA NVIDIA CORPORATION20.7K shares-7.73%2026-06-302026-07-20

ISHARES TR ISHARES TR32.5K shares-0.37%2026-06-302026-07-20

CEF SPROTT ASSET MANAGEMENT LP74.8K shares-0.25%2026-06-302026-07-20

ITOT ISHARES TR16.4K shares1.96%2026-06-302026-07-20

ISHARES TR ISHARES TR3.4K shares-0.97%2026-06-302026-07-20

TIP ISHARES TR21.4K shares1.93%2026-06-302026-07-20

STIP ISHARES TR21.9K shares-1.14%2026-06-302026-07-20

Sponsored

DJP BARCLAYS BANK PLC45.6K shares-0.49%2026-06-302026-07-20

FMAT FIDELITY COVINGTON TRUST33.0K shares-3.48%2026-06-302026-07-20

RSPH INVESCO EXCHANGE TRADED FD T55.9K shares-1.21%2026-06-302026-07-20

VEA VANGUARD TAX-MANAGED FDS23.0K shares-0.65%2026-06-302026-07-20

TOTL SSGA ACTIVE ETF TR32.5K shares-1.71%2026-06-302026-07-20

RTX CORPORATION RTX CORPORATION6.6K shares3.82%2026-06-302026-07-20

MSFT MICROSOFT CORP3.0K shares0.03%2026-06-302026-07-20

VTV VANGUARD INDEX FDS5.1K shares-3.65%2026-06-302026-07-20

Sponsored

GOOG ALPHABET INC3.0K shares-1.66%2026-06-302026-07-20

VWO VANGUARD INTL EQUITY INDEX F17.5K shares-3.37%2026-06-302026-07-20

RSPM INVESCO EXCHANGE TRADED FD T24.6K shares-0.31%2026-06-302026-07-20

MU MICRON TECHNOLOGY INC801 shares33.50%2026-06-302026-07-20

SNDK SANDISK CORP400 sharesnew addition2026-06-302026-07-20

GOOGL ALPHABET INC2.5K shares-0.20%2026-06-302026-07-20

DSI ISHARES TR6.2K shares0.10%2026-06-302026-07-20

ESGD ISHARES TR8.3K shares0.00%2026-06-302026-07-20

Sponsored

AMD ADVANCED MICRO DEVICES INC1.3K shares30.62%2026-06-302026-07-20

SUSA ISHARES TR5.0K shares6.44%2026-06-302026-07-20

SCHC SCHWAB STRATEGIC TR15.2K shares0.83%2026-06-302026-07-20

AMZN AMAZON COM INC3.0K shares-11.24%2026-06-302026-07-20

PHYS SPROTT ASSET MANAGEMENT LP22.0K shares0.00%2026-06-302026-07-20

QQQ INVESCO QQQ TR855 shares0.00%2026-06-302026-07-20

GE GE AEROSPACE1.7K shares-4.56%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION665 shares0.00%2026-06-302026-07-20

Sponsored

ESGU ISHARES TR3.7K shares1.37%2026-06-302026-07-20

GEV GE VERNOVA INC512 shares-6.40%2026-06-302026-07-20

LMAT LEMAITRE VASCULAR INC5.4K shares0.00%2026-06-302026-07-20

SUSC ISHARES TR22.1K shares2.78%2026-06-302026-07-20

TSM TAIWAN SEMICONDUCTOR MANUFAC1.0K shares-11.12%2026-06-302026-07-20

VZ VERIZON COMMUNICATIONS INC11.0K shares0.92%2026-06-302026-07-20

XLV SELECT SECTOR SPDR TR2.8K shares0.00%2026-06-302026-07-20

INTC INTEL CORP3.0K sharesnew addition2026-06-302026-07-20

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP3.1K shares4.55%2026-06-302026-07-20

SCHA SCHWAB STRATEGIC TR11.5K shares0.00%2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC689 shares-29.77%2026-06-302026-07-20

LLY ELI LILLY & CO320 sharesnew addition2026-06-302026-07-20

WDC WESTERN DIGITAL CORP600 sharesnew addition2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL761 shares19.84%2026-06-302026-07-20

EPI WISDOMTREE TR8.6K shares-2.26%2026-06-302026-07-20

JNK SPDR SERIES TRUST3.8K shares1.34%2026-06-302026-07-20

Sponsored

IYW ISHARES TR1.4K shares0.00%2026-06-302026-07-20

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC461 sharesnew addition2026-06-302026-07-20

LQD ISHARES TR3.2K shares3.04%2026-06-302026-07-20

ESGE ISHARES INC6.4K shares-1.31%2026-06-302026-07-20

DE DEERE & CO544 shares10.12%2026-06-302026-07-20

ESML ISHARES TR5.9K shares0.00%2026-06-302026-07-20

PG PROCTER & GAMBLE CO2.2K shares4.56%2026-06-302026-07-20

GLD SPDR GOLD TR856 shares35.66%2026-06-302026-07-20

Sponsored

VNQ VANGUARD INDEX FDS3.3K shares0.31%2026-06-302026-07-20

IWS ISHARES TR1.9K shares0.00%2026-06-302026-07-20

TJX TJX COS INC NEW2.0K shares0.00%2026-06-302026-07-20

MRVL MARVELL TECHNOLOGY INC1.0K sharesnew addition2026-06-302026-07-20

XLI SELECT SECTOR SPDR TR1.6K shares0.00%2026-06-302026-07-20

EFAV ISHARES TR3.3K shares13.89%2026-06-302026-07-20

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL300 sharesnew addition2026-06-302026-07-20

JNJ JOHNSON & JOHNSON1.1K shares0.09%2026-06-302026-07-20

Sponsored

GS GOLDMAN SACHS GROUP INC272 sharesnew addition2026-06-302026-07-20

IBM INTERNATIONAL BUSINESS MACHS977 shares14.81%2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T365 shares-4.45%2026-06-302026-07-20

FVD FIRST TR EXCHANGE-TRADED FD5.6K shares0.00%2026-06-302026-07-20

VTWG VANGUARD SCOTTSDALE FDS884 shares0.00%2026-06-302026-07-20

KLAC KLA CORP832 sharesnew addition2026-06-302026-07-20

CISCO SYS INC CISCO SYS INC2.1K sharesnew addition2026-06-302026-07-20

SCHD SCHWAB STRATEGIC TR7.8K shares0.00%2026-06-302026-07-20

Sponsored

ABBVIE INC ABBVIE INC981 shares5.37%2026-06-302026-07-20

CRDO CREDO TECHNOLOGY GROUP HOLDI875 sharesnew addition2026-06-302026-07-20

TPL TEXAS PACIFIC LAND CORPORATI531 shares0.00%2026-06-302026-07-20

EWY ISHARES INC1.1K sharesnew addition2026-06-302026-07-20

EES WISDOMTREE TR3.4K sharesnew addition2026-06-302026-07-20

IAU ISHARES GOLD TR3.0K shares0.00%2026-06-302026-07-20

CORTEVA INC CORTEVA INC2.7K shares0.00%2026-06-302026-07-20

BROADCOM INC BROADCOM INC591 shares-19.70%2026-06-302026-07-20

Sponsored

CORP PIMCO ETF TR2.3K shares0.00%2026-06-302026-07-20

CALI BLACKROCK ETF TRUST II4.4K shares0.00%2026-06-302026-07-20

FTEC FIDELITY COVINGTON TRUST777 sharesnew addition2026-06-302026-07-20

SIVR ABRDN SILVER ETF TRUST4.0K sharesnew addition2026-06-302026-07-20

SCHE SCHWAB STRATEGIC TR6.0K sharesnew addition2026-06-302026-07-20

VLO VALERO ENERGY CORP800 sharesnew addition2026-06-302026-07-20

ED CONSOLIDATED EDISON INC1.9K shares0.75%2026-06-302026-07-20

PWV INVESCO EXCHANGE TRADED FD T2.7K sharesnew addition2026-06-302026-07-20

Sponsored

VB VANGUARD INDEX FDS668 sharesnew addition2026-06-302026-07-20

VRT VERTIV HOLDINGS CO603 sharesnew addition2026-06-302026-07-20

VXUS

VANGUARD STAR FDS

1.19%

Shares600.3K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

-0.84%

Shares91.8K

Event2026-06-30

Filed2026-07-20

SPGM

SPDR INDEX SHS FDS

0.18%

Shares365.1K

Event2026-06-30

Filed2026-07-20

RSP

INVESCO EXCHANGE TRADED FD T

4.25%

Shares99.1K

Event2026-06-30

Filed2026-07-20

JPIB

J P MORGAN EXCHANGE TRADED F

3.93%

Shares357.6K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

-2.41%

Shares24.7K

Event2026-06-30

Filed2026-07-20

SCHM

SCHWAB STRATEGIC TR

0.44%

Shares393.9K

Event2026-06-30

Filed2026-07-20

SCHB

SCHWAB STRATEGIC TR

5.15%

Shares492.7K

Event2026-06-30

Filed2026-07-20

VCIT

VANGUARD SCOTTSDALE FDS

2.79%

Shares170.3K

Event2026-06-30

Filed2026-07-20

SPEM

SPDR INDEX SHS FDS

1.13%

Shares264.2K

Event2026-06-30

Filed2026-07-20

NFLT

ETFIS SER TR I

4.86%

Shares589.6K

Event2026-06-30

Filed2026-07-20

ISHARES TR

0.57%

Shares125.1K

Event2026-06-30

Filed2026-07-20

RPV

INVESCO EXCHANGE TRADED FD T

0.70%

Shares106.2K

Event2026-06-30

Filed2026-07-20

FLXR

TCW ETF TRUST

8.39%

Shares303.1K

Event2026-06-30

Filed2026-07-20

SHYG

ISHARES TR

4.22%

Shares271.5K

Event2026-06-30

Filed2026-07-20

GLTR

ABRDN PRECIOUS METALS BASKET

1.49%

Shares62.8K

Event2026-06-30

Filed2026-07-20

IJR

ISHARES TR

0.58%

Shares70.2K

Event2026-06-30

Filed2026-07-20

SDCI

USCF ETF TR

0.94%

Shares381.0K

Event2026-06-30

Filed2026-07-20

SCHZ

SCHWAB STRATEGIC TR

7.70%

Shares423.7K

Event2026-06-30

Filed2026-07-20

SCHP

SCHWAB STRATEGIC TR

4.59%

Shares367.7K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

8.19%

Shares25.9K

Event2026-06-30

Filed2026-07-20

USRT

ISHARES TR

2.12%

Shares104.7K

Event2026-06-30

Filed2026-07-20

ACWI

ISHARES TR

-0.07%

Shares42.3K

Event2026-06-30

Filed2026-07-20

SCHX

SCHWAB STRATEGIC TR

-0.14%

Shares168.8K

Event2026-06-30

Filed2026-07-20

SCHF

SCHWAB STRATEGIC TR

-0.41%

Shares163.8K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

-7.73%

Shares20.7K

Event2026-06-30

Filed2026-07-20

ISHARES TR

-0.37%

Shares32.5K

Event2026-06-30

Filed2026-07-20

CEF

SPROTT ASSET MANAGEMENT LP

-0.25%

Shares74.8K

Event2026-06-30

Filed2026-07-20

ITOT

ISHARES TR

1.96%

Shares16.4K

Event2026-06-30

Filed2026-07-20

ISHARES TR

-0.97%

Shares3.4K

Event2026-06-30

Filed2026-07-20

TIP

ISHARES TR

1.93%

Shares21.4K

Event2026-06-30

Filed2026-07-20

STIP

ISHARES TR

-1.14%

Shares21.9K

Event2026-06-30

Filed2026-07-20

DJP

BARCLAYS BANK PLC

-0.49%

Shares45.6K

Event2026-06-30

Filed2026-07-20

FMAT

FIDELITY COVINGTON TRUST

-3.48%

Shares33.0K

Event2026-06-30

Filed2026-07-20

RSPH

INVESCO EXCHANGE TRADED FD T

-1.21%

Shares55.9K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

-0.65%

Shares23.0K

Event2026-06-30

Filed2026-07-20

TOTL

SSGA ACTIVE ETF TR

-1.71%

Shares32.5K

Event2026-06-30

Filed2026-07-20

RTX CORPORATION

3.82%

Shares6.6K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

0.03%

Shares3.0K

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD INDEX FDS

-3.65%

Shares5.1K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

-1.66%

Shares3.0K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD INTL EQUITY INDEX F

-3.37%

Shares17.5K

Event2026-06-30

Filed2026-07-20

RSPM

INVESCO EXCHANGE TRADED FD T

-0.31%

Shares24.6K

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

33.50%

Shares801

Event2026-06-30

Filed2026-07-20

SNDK

SANDISK CORP

New

Shares400

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

-0.20%

Shares2.5K

Event2026-06-30

Filed2026-07-20

DSI

ISHARES TR

0.10%

Shares6.2K

Event2026-06-30

Filed2026-07-20

ESGD

ISHARES TR

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC

30.62%

Shares1.3K

Event2026-06-30

Filed2026-07-20

SUSA

ISHARES TR

6.44%

Shares5.0K

Event2026-06-30

Filed2026-07-20

SCHC

SCHWAB STRATEGIC TR

0.83%

Shares15.2K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

-11.24%

Shares3.0K

Event2026-06-30

Filed2026-07-20

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares22.0K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

0.00%

Shares855

Event2026-06-30

Filed2026-07-20

GE AEROSPACE

-4.56%

Shares1.7K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

0.00%

Shares665

Event2026-06-30

Filed2026-07-20

ESGU

ISHARES TR

1.37%

Shares3.7K

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC

-6.40%

Shares512

Event2026-06-30

Filed2026-07-20

LMAT

LEMAITRE VASCULAR INC

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-20

SUSC

ISHARES TR

2.78%

Shares22.1K

Event2026-06-30

Filed2026-07-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-11.12%

Shares1.0K

Event2026-06-30

Filed2026-07-20

VERIZON COMMUNICATIONS INC

0.92%

Shares11.0K

Event2026-06-30

Filed2026-07-20

XLV

SELECT SECTOR SPDR TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-20

INTC

INTEL CORP

New

Shares3.0K

Event2026-06-30

Filed2026-07-20

EXXON MOBIL CORP

4.55%

Shares3.1K

Event2026-06-30

Filed2026-07-20

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

-29.77%

Shares689

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

New

Shares320

Event2026-06-30

Filed2026-07-20

WDC

WESTERN DIGITAL CORP

New

Shares600

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

19.84%

Shares761

Event2026-06-30

Filed2026-07-20

EPI

WISDOMTREE TR

-2.26%

Shares8.6K

Event2026-06-30

Filed2026-07-20

JNK

SPDR SERIES TRUST

1.34%

Shares3.8K

Event2026-06-30

Filed2026-07-20

IYW

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

CROWDSTRIKE HLDGS INC

New

Shares461

Event2026-06-30

Filed2026-07-20

LQD

ISHARES TR

3.04%

Shares3.2K

Event2026-06-30

Filed2026-07-20

ESGE

ISHARES INC

-1.31%

Shares6.4K

Event2026-06-30

Filed2026-07-20

DEERE & CO

10.12%

Shares544

Event2026-06-30

Filed2026-07-20

ESML

ISHARES TR

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

4.56%

Shares2.2K

Event2026-06-30

Filed2026-07-20

GLD

SPDR GOLD TR

35.66%

Shares856

Event2026-06-30

Filed2026-07-20

VNQ

VANGUARD INDEX FDS

0.31%

Shares3.3K

Event2026-06-30

Filed2026-07-20

IWS

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-20

TJX

TJX COS INC NEW

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-20

XLI

SELECT SECTOR SPDR TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-20

EFAV

ISHARES TR

13.89%

Shares3.3K

Event2026-06-30

Filed2026-07-20

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares300

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-20

GOLDMAN SACHS GROUP INC

New

Shares272

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS

14.81%

Shares977

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

-4.45%

Shares365

Event2026-06-30

Filed2026-07-20

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-20

VTWG

VANGUARD SCOTTSDALE FDS

0.00%

Shares884

Event2026-06-30

Filed2026-07-20

KLAC

KLA CORP

New

Shares832

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-20

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

5.37%

Shares981

Event2026-06-30

Filed2026-07-20

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares875

Event2026-06-30

Filed2026-07-20

TPL

TEXAS PACIFIC LAND CORPORATI

0.00%

Shares531

Event2026-06-30

Filed2026-07-20

EWY

ISHARES INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

EES

WISDOMTREE TR

New

Shares3.4K

Event2026-06-30

Filed2026-07-20

IAU

ISHARES GOLD TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-20

CORTEVA INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-20

BROADCOM INC

-19.70%

Shares591

Event2026-06-30

Filed2026-07-20

CORP

PIMCO ETF TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-20

CALI

BLACKROCK ETF TRUST II

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-20

FTEC

FIDELITY COVINGTON TRUST

New

Shares777

Event2026-06-30

Filed2026-07-20

SIVR

ABRDN SILVER ETF TRUST

New

Shares4.0K

Event2026-06-30

Filed2026-07-20

SCHE

SCHWAB STRATEGIC TR

New

Shares6.0K

Event2026-06-30

Filed2026-07-20

VLO

VALERO ENERGY CORP

New

Shares800

Event2026-06-30

Filed2026-07-20

CONSOLIDATED EDISON INC

0.75%

Shares1.9K

Event2026-06-30

Filed2026-07-20

PWV

INVESCO EXCHANGE TRADED FD T

New

Shares2.7K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

New

Shares668

Event2026-06-30

Filed2026-07-20

VRT

VERTIV HOLDINGS CO

New

Shares603

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available