Sponsored

The Analysis of PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV's Holdings & P&L

Currently, PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV holds 123 types of securities in its portfolio with a total value $394.8M. In the most recent quarter, they have increased their positions in MGK (+121.9K shares, valued at $10.7M), JPST (+75.0K shares, valued at $3.8M), VO (+26.6K shares, valued at $2.1M); decreased their positions in AAPL (-8.8K shares, valued at $2.5M), AMZN (-6.9K shares, valued at $1.6M), TSLA (-3.6K shares, valued at $1.5M); initiated new positions in PANW (+1.8K shares, valued at $613.5K), N/A (+3.4K shares, valued at $587.6K), VSDM (+6.1K shares, valued at $466.8K).

1M P&L

+3.0M+0.83%

3M P&L

+14.9M+4.28%

HY P&L

-27.7M-7.08%

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/A186.0M

54.0%

2Consumer Electronics40.5M

11.8%

3Software - Infrastructure29.3M

8.5%

Top Industries by Stock Count

1N/A64 stocks

61.0%

2Semiconductors5 stocks

4.8%

3Aerospace & Defense3 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC140.1K shares-5.88%2026-06-302026-07-24

ISHARES TR ISHARES TR46.5K shares2.00%2026-06-302026-07-24

MSFT MICROSOFT CORP75.4K shares-2.62%2026-06-302026-07-24

FNDX SCHWAB STRATEGIC TR698.0K shares3.37%2026-06-302026-07-24

JPIE J P MORGAN EXCHANGE TRADED F466.1K shares1.02%2026-06-302026-07-24

AMZN AMAZON COM INC80.3K shares-7.89%2026-06-302026-07-24

BINC BLACKROCK ETF TRUST II362.5K shares1.11%2026-06-302026-07-24

NVDA NVIDIA CORPORATION79.2K shares-0.88%2026-06-302026-07-24

Sponsored

FNDF SCHWAB STRATEGIC TR286.7K shares3.68%2026-06-302026-07-24

MGK VANGUARD WORLD FD152.6K shares396.02%2026-06-302026-07-24

VOO VANGUARD INDEX FDS17.1K shares-0.05%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON42.7K shares-0.65%2026-06-302026-07-24

IJH ISHARES TR118.4K shares0.35%2026-06-302026-07-24

SMH VANECK ETF TRUST13.9K shares-0.07%2026-06-302026-07-24

GOOGL ALPHABET INC20.3K shares-6.30%2026-06-302026-07-24

SOXX ISHARES TR8.0K shares-0.39%2026-06-302026-07-24

Sponsored

LLY ELI LILLY & CO4.2K shares1.55%2026-06-302026-07-24

JPST J P MORGAN EXCHANGE TRADED F99.5K shares307.03%2026-06-302026-07-24

VMC VULCAN MATLS CO15.2K shares-0.65%2026-06-302026-07-24

DSI ISHARES TR31.1K shares18.88%2026-06-302026-07-24

IXUS ISHARES TR42.6K shares0.00%2026-06-302026-07-24

SCHX SCHWAB STRATEGIC TR128.8K shares36.15%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.9K shares-0.86%2026-06-302026-07-24

IJR ISHARES TR24.5K shares-1.28%2026-06-302026-07-24

Sponsored

XLY SELECT SECTOR SPDR TR30.7K shares0.00%2026-06-302026-07-24

VO VANGUARD INDEX FDS35.5K shares300.08%2026-06-302026-07-24

TSLA TESLA INC5.7K shares-38.78%2026-06-302026-07-24

CZNC CITIZENS & NORTHN CORP100.0K shares0.00%2026-06-302026-07-24

VB VANGUARD INDEX FDS7.6K shares0.03%2026-06-302026-07-24

GOOG ALPHABET INC6.4K shares-0.31%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR69.2K shares-7.09%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL4.2K shares3.70%2026-06-302026-07-24

Sponsored

ADI ANALOG DEVICES INC5.1K shares-2.40%2026-06-302026-07-24

MS MORGAN STANLEY8.8K shares0.00%2026-06-302026-07-24

SCHG SCHWAB STRATEGIC TR53.7K shares13.99%2026-06-302026-07-24

EPD ENTERPRISE PRODS PARTNERS L43.3K shares0.00%2026-06-302026-07-24

SCHM SCHWAB STRATEGIC TR42.8K shares24.70%2026-06-302026-07-24

VOT VANGUARD INDEX FDS4.9K shares0.00%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP10.6K shares0.00%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION7.5K shares0.00%2026-06-302026-07-24

Sponsored

IVW ISHARES TR10.4K shares0.00%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS9.0K shares-14.03%2026-06-302026-07-24

IVES WEDBUSH SER TR36.5K shares-5.34%2026-06-302026-07-24

VOX VANGUARD WORLD FD7.0K shares0.00%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.5K shares30.56%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC13.1K shares0.01%2026-06-302026-07-24

IVE ISHARES TR5.0K shares-0.06%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS3.1K shares-16.84%2026-06-302026-07-24

Sponsored

JMST J P MORGAN EXCHANGE TRADED F21.5K shares-9.48%2026-06-302026-07-24

CNC CENTENE CORP DEL16.7K shares-21.24%2026-06-302026-07-24

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F15.6K shares14.01%2026-06-302026-07-24

QQQ INVESCO QQQ TR1.3K shares0.00%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC1.6K shares-0.26%2026-06-302026-07-24

TXN TEXAS INSTRS INC2.9K shares-7.88%2026-06-302026-07-24

COF CAPITAL ONE FINL CORP4.1K shares0.00%2026-06-302026-07-24

BX BLACKSTONE INC6.4K shares-5.21%2026-06-302026-07-24

Sponsored

BROADCOM INC BROADCOM INC2.0K shares-12.62%2026-06-302026-07-24

AMERIPRISE FINL INC AMERIPRISE FINL INC1.6K shares0.00%2026-06-302026-07-24

JBND J P MORGAN EXCHANGE TRADED F13.8K shares0.00%2026-06-302026-07-24

WFC-PL WELLS FARGO & CO621 shares-3.72%2026-06-302026-07-24

SCHA SCHWAB STRATEGIC TR19.5K shares4.69%2026-06-302026-07-24

MINO PIMCO ETF TR14.8K shares110.06%2026-06-302026-07-24

XLF SELECT SECTOR SPDR TR12.4K shares0.00%2026-06-302026-07-24

PFF ISHARES TR21.6K shares0.00%2026-06-302026-07-24

Sponsored

PANW PALO ALTO NETWORKS INC1.8K sharesnew addition2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC1.0K shares-1.80%2026-06-302026-07-24

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP3.4K sharesnew addition2026-06-302026-07-24

FTNT FORTINET INC3.8K shares0.00%2026-06-302026-07-24

IWB ISHARES TR1.4K shares0.00%2026-06-302026-07-24

CGNG CAPITAL GROUP NEW GEOGRAPHY14.9K shares72.78%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION585 shares3.54%2026-06-302026-07-24

SYF SYNCHRONY FINANCIAL7.1K shares0.00%2026-06-302026-07-24

Sponsored

ERIE ERIE INDTY CO2.3K shares-11.76%2026-06-302026-07-24

FULT FULTON FINL CORP PA21.9K shares0.00%2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR9.8K shares3.39%2026-06-302026-07-24

SMHX VANECK ETF TRUST7.8K shares0.00%2026-06-302026-07-24

JEPI J P MORGAN EXCHANGE TRADED F8.7K shares-23.30%2026-06-302026-07-24

VCRM VANGUARD MUN BD FDS6.4K shares0.00%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS2.0K shares12.92%2026-06-302026-07-24

IBIT ISHARES BITCOIN TRUST ETF14.1K shares86.79%2026-06-302026-07-24

Sponsored

GD GENERAL DYNAMICS CORP1.3K shares0.00%2026-06-302026-07-24

VSDM VANGUARD MUN BD FDS6.1K sharesnew addition2026-06-302026-07-24

CW CURTISS WRIGHT CORP613 shares0.00%2026-06-302026-07-24

FELG FIDELITY COVINGTON TRUST10.6K shares-8.83%2026-06-302026-07-24

LPLA LPL FINL HLDGS INC1.6K shares0.00%2026-06-302026-07-24

QCOM QUALCOMM INC2.3K shares-11.88%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC420 shares16.02%2026-06-302026-07-24

VBIL VANGUARD INSTL INDEX FD5.5K shares-39.85%2026-06-302026-07-24

Sponsored

GPIX GOLDMAN SACHS ETF TR7.5K shares0.00%2026-06-302026-07-24

CEG CONSTELLATION ENERGY CORP1.6K shares0.00%2026-06-302026-07-24

BAC BANK OF AMER CORP7.0K shares0.00%2026-06-302026-07-24

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST5.4K sharesnew addition2026-06-302026-07-24

VGMS VANGUARD MALVERN FDS7.2K sharesnew addition2026-06-302026-07-24

CMG CHIPOTLE MEXICAN GRILL INC9.7K shares0.00%2026-06-302026-07-24

CGHM CAPITAL GRP FIXED INCM ETF T12.8K sharesnew addition2026-06-302026-07-24

VUG VANGUARD INDEX FDS3.7K shares500.00%2026-06-302026-07-24

Sponsored

WMT WALMART INC2.6K shares0.80%2026-06-302026-07-24

CGDV CAPITAL GROUP DIVIDEND VALUE5.8K shares7.57%2026-06-302026-07-24

JMUB J P MORGAN EXCHANGE TRADED F5.6K shares14.13%2026-06-302026-07-24

CAT CATERPILLAR INC267 sharesnew addition2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC557 shares-21.10%2026-06-302026-07-24

GLD SPDR GOLD TR739 shares0.00%2026-06-302026-07-24

IWF ISHARES TR2.2K shares300.00%2026-06-302026-07-24

IWD ISHARES TR1.1K sharesnew addition2026-06-302026-07-24

Sponsored

BAC-PL BANK OF AMER CORP212 shares0.00%2026-06-302026-07-24

EFA ISHARES TR2.5K shares0.00%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS935 shares0.11%2026-06-302026-07-24

SCHB SCHWAB STRATEGIC TR9.0K shares6.06%2026-06-302026-07-24

HYDB ISHARES TR5.4K shares1.56%2026-06-302026-07-24

MRK MERCK & CO INC1.9K shares5.99%2026-06-302026-07-24

EXC EXELON CORP5.4K shares0.00%2026-06-302026-07-24

GE GE AEROSPACE665 sharesnew addition2026-06-302026-07-24

Sponsored

DGRO ISHARES TR3.3K shares0.00%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC2.1K sharesnew addition2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC307 sharesnew addition2026-06-302026-07-24

ROST ROSS STORES INC1.1K shares-2.31%2026-06-302026-07-24

ORACLE CORP ORACLE CORP1.6K shares3.23%2026-06-302026-07-24

STRATEGY INC STRATEGY INC2.6K shares-0.15%2026-06-302026-07-24

SUSA ISHARES TR1.5K sharesnew addition2026-06-302026-07-24

SPHQ INVESCO EXCHANGE TRADED FD T2.4K shares-14.41%2026-06-302026-07-24

Sponsored

VTES VANGUARD WELLINGTON FD2.1K shares-69.49%2026-06-302026-07-24

TFLO ISHARES TR4.1K sharesnew addition2026-06-302026-07-24

HODL VANECK BITCOIN ETF10.3K sharesnew addition2026-06-302026-07-24

AAPL

APPLE INC

-5.88%

Shares140.1K

Event2026-06-30

Filed2026-07-24

ISHARES TR

2.00%

Shares46.5K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-2.62%

Shares75.4K

Event2026-06-30

Filed2026-07-24

FNDX

SCHWAB STRATEGIC TR

3.37%

Shares698.0K

Event2026-06-30

Filed2026-07-24

JPIE

J P MORGAN EXCHANGE TRADED F

1.02%

Shares466.1K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-7.89%

Shares80.3K

Event2026-06-30

Filed2026-07-24

BINC

BLACKROCK ETF TRUST II

1.11%

Shares362.5K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

-0.88%

Shares79.2K

Event2026-06-30

Filed2026-07-24

FNDF

SCHWAB STRATEGIC TR

3.68%

Shares286.7K

Event2026-06-30

Filed2026-07-24

MGK

VANGUARD WORLD FD

396.02%

Shares152.6K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

-0.05%

Shares17.1K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-0.65%

Shares42.7K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

0.35%

Shares118.4K

Event2026-06-30

Filed2026-07-24

SMH

VANECK ETF TRUST

-0.07%

Shares13.9K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

-6.30%

Shares20.3K

Event2026-06-30

Filed2026-07-24

SOXX

ISHARES TR

-0.39%

Shares8.0K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

1.55%

Shares4.2K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

307.03%

Shares99.5K

Event2026-06-30

Filed2026-07-24

VMC

VULCAN MATLS CO

-0.65%

Shares15.2K

Event2026-06-30

Filed2026-07-24

DSI

ISHARES TR

18.88%

Shares31.1K

Event2026-06-30

Filed2026-07-24

IXUS

ISHARES TR

0.00%

Shares42.6K

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

36.15%

Shares128.8K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

-0.86%

Shares4.9K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

-1.28%

Shares24.5K

Event2026-06-30

Filed2026-07-24

XLY

SELECT SECTOR SPDR TR

0.00%

Shares30.7K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

300.08%

Shares35.5K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

-38.78%

Shares5.7K

Event2026-06-30

Filed2026-07-24

CZNC

CITIZENS & NORTHN CORP

0.00%

Shares100.0K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.03%

Shares7.6K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-0.31%

Shares6.4K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

-7.09%

Shares69.2K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

3.70%

Shares4.2K

Event2026-06-30

Filed2026-07-24

ADI

ANALOG DEVICES INC

-2.40%

Shares5.1K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB STRATEGIC TR

13.99%

Shares53.7K

Event2026-06-30

Filed2026-07-24

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares43.3K

Event2026-06-30

Filed2026-07-24

SCHM

SCHWAB STRATEGIC TR

24.70%

Shares42.8K

Event2026-06-30

Filed2026-07-24

VOT

VANGUARD INDEX FDS

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

-14.03%

Shares9.0K

Event2026-06-30

Filed2026-07-24

IVES

WEDBUSH SER TR

-5.34%

Shares36.5K

Event2026-06-30

Filed2026-07-24

VOX

VANGUARD WORLD FD

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

30.56%

Shares3.5K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

0.01%

Shares13.1K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

-0.06%

Shares5.0K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-16.84%

Shares3.1K

Event2026-06-30

Filed2026-07-24

JMST

J P MORGAN EXCHANGE TRADED F

-9.48%

Shares21.5K

Event2026-06-30

Filed2026-07-24

CNC

CENTENE CORP DEL

-21.24%

Shares16.7K

Event2026-06-30

Filed2026-07-24

J P MORGAN EXCHANGE TRADED F

14.01%

Shares15.6K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

-0.26%

Shares1.6K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

-7.88%

Shares2.9K

Event2026-06-30

Filed2026-07-24

COF

CAPITAL ONE FINL CORP

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

-5.21%

Shares6.4K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

-12.62%

Shares2.0K

Event2026-06-30

Filed2026-07-24

AMERIPRISE FINL INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

JBND

J P MORGAN EXCHANGE TRADED F

0.00%

Shares13.8K

Event2026-06-30

Filed2026-07-24

WFC-PL

WELLS FARGO & CO

-3.72%

Shares621

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB STRATEGIC TR

4.69%

Shares19.5K

Event2026-06-30

Filed2026-07-24

MINO

PIMCO ETF TR

110.06%

Shares14.8K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-24

PFF

ISHARES TR

0.00%

Shares21.6K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

-1.80%

Shares1.0K

Event2026-06-30

Filed2026-07-24

SPACE EXPLORATION TECHN CORP

New

Shares3.4K

Event2026-06-30

Filed2026-07-24

FTNT

FORTINET INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

IWB

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

CGNG

CAPITAL GROUP NEW GEOGRAPHY

72.78%

Shares14.9K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

3.54%

Shares585

Event2026-06-30

Filed2026-07-24

SYF

SYNCHRONY FINANCIAL

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-24

ERIE

ERIE INDTY CO

-11.76%

Shares2.3K

Event2026-06-30

Filed2026-07-24

FULT

FULTON FINL CORP PA

0.00%

Shares21.9K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

3.39%

Shares9.8K

Event2026-06-30

Filed2026-07-24

SMHX

VANECK ETF TRUST

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-24

JEPI

J P MORGAN EXCHANGE TRADED F

-23.30%

Shares8.7K

Event2026-06-30

Filed2026-07-24

VCRM

VANGUARD MUN BD FDS

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

12.92%

Shares2.0K

Event2026-06-30

Filed2026-07-24

IBIT

ISHARES BITCOIN TRUST ETF

86.79%

Shares14.1K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

VSDM

VANGUARD MUN BD FDS

New

Shares6.1K

Event2026-06-30

Filed2026-07-24

CURTISS WRIGHT CORP

0.00%

Shares613

Event2026-06-30

Filed2026-07-24

FELG

FIDELITY COVINGTON TRUST

-8.83%

Shares10.6K

Event2026-06-30

Filed2026-07-24

LPLA

LPL FINL HLDGS INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

-11.88%

Shares2.3K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

16.02%

Shares420

Event2026-06-30

Filed2026-07-24

VBIL

VANGUARD INSTL INDEX FD

-39.85%

Shares5.5K

Event2026-06-30

Filed2026-07-24

GPIX

GOLDMAN SACHS ETF TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-24

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-24

ROUNDHILL ETF TRUST

New

Shares5.4K

Event2026-06-30

Filed2026-07-24

VGMS

VANGUARD MALVERN FDS

New

Shares7.2K

Event2026-06-30

Filed2026-07-24

CMG

CHIPOTLE MEXICAN GRILL INC

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-24

CGHM

CAPITAL GRP FIXED INCM ETF T

New

Shares12.8K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

500.00%

Shares3.7K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

0.80%

Shares2.6K

Event2026-06-30

Filed2026-07-24

CGDV

CAPITAL GROUP DIVIDEND VALUE

7.57%

Shares5.8K

Event2026-06-30

Filed2026-07-24

JMUB

J P MORGAN EXCHANGE TRADED F

14.13%

Shares5.6K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

New

Shares267

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

-21.10%

Shares557

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

0.00%

Shares739

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

300.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-24

BAC-PL

BANK OF AMER CORP

0.00%

Shares212

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

0.11%

Shares935

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB STRATEGIC TR

6.06%

Shares9.0K

Event2026-06-30

Filed2026-07-24

HYDB

ISHARES TR

1.56%

Shares5.4K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

5.99%

Shares1.9K

Event2026-06-30

Filed2026-07-24

EXC

EXELON CORP

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

New

Shares665

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

New

Shares307

Event2026-06-30

Filed2026-07-24

ROST

ROSS STORES INC

-2.31%

Shares1.1K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

3.23%

Shares1.6K

Event2026-06-30

Filed2026-07-24

STRATEGY INC

-0.15%

Shares2.6K

Event2026-06-30

Filed2026-07-24

SUSA

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

SPHQ

INVESCO EXCHANGE TRADED FD T

-14.41%

Shares2.4K

Event2026-06-30

Filed2026-07-24

VTES

VANGUARD WELLINGTON FD

-69.49%

Shares2.1K

Event2026-06-30

Filed2026-07-24

TFLO

ISHARES TR

New

Shares4.1K

Event2026-06-30

Filed2026-07-24

HODL

VANECK BITCOIN ETF

New

Shares10.3K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available