Sponsored

The Analysis of Pinnacle Wealth Management Group, Inc.'s Holdings & P&L

Currently, Pinnacle Wealth Management Group, Inc. holds 128 types of securities in its portfolio with a total value $214.4M. In the most recent quarter, they have increased their positions in VO (+58.1K shares, valued at $4.7M), BUFZ (+52.8K shares, valued at $1.5M), SNDK (+243 shares, valued at $552.5K); decreased their positions in PJUN (-30.9K shares, valued at $1.3M), AAPL (-1.1K shares, valued at $305.3K), MS (-1.1K shares, valued at $237.1K); initiated new positions in BUFZ (+52.8K shares, valued at $1.5M), SNDK (+243 shares, valued at $552.5K), N/A (+2.2K shares, valued at $303.9K).

1M P&L

-2.1M-1.14%

3M P&L

+1.1M+0.61%

HY P&L

-13.5M-7.05%

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/A149.2M

75.2%

2Gold10.1M

5.1%

3Capital Markets6.4M

3.2%

Top Industries by Stock Count

1N/A65 stocks

55.6%

2Gold6 stocks

5.1%

3Utilities - Regulated Electric4 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VXUS VANGUARD STAR FDS134.5K shares1.30%2026-06-302026-07-15

SFLR INNOVATOR ETFS TRUST247.5K shares1.40%2026-06-302026-07-15

QFLR INNOVATOR ETFS TRUST253.6K shares1.22%2026-06-302026-07-15

USTB VICTORY PORTFOLIOS II180.6K shares1.00%2026-06-302026-07-15

VMBS VANGUARD SCOTTSDALE FDS158.7K shares0.68%2026-06-302026-07-15

UITB VICTORY PORTFOLIOS II155.6K shares0.59%2026-06-302026-07-15

IWM ISHARES TR22.4K shares-0.21%2026-06-302026-07-15

VANECK ETF TRUST VANECK ETF TRUST86.9K shares1.83%2026-06-302026-07-15

Sponsored

QQQ INVESCO QQQ TR8.7K shares-2.48%2026-06-302026-07-15

VO VANGUARD INDEX FDS77.5K shares298.94%2026-06-302026-07-15

TBIL RBB FD INC125.1K shares0.73%2026-06-302026-07-15

MS MORGAN STANLEY29.1K shares-3.76%2026-06-302026-07-15

RSP INVESCO EXCHANGE TRADED FD T27.8K shares-0.35%2026-06-302026-07-15

SPLV INVESCO EXCH TRADED FD TR II71.7K shares1.04%2026-06-302026-07-15

MSFT MICROSOFT CORP12.6K shares-3.01%2026-06-302026-07-15

PAPR INNOVATOR ETFS TRUST110.1K shares-2.16%2026-06-302026-07-15

Sponsored

EMLC VANECK ETF TRUST179.0K shares1.59%2026-06-302026-07-15

AEM AGNICO EAGLE MINES LTD27.5K shares4.60%2026-06-302026-07-15

GNOV FIRST TR EXCHNG TRADED FD VI94.1K shares-0.21%2026-06-302026-07-15

KBWB INVESCO EXCH TRADED FD TR II38.7K shares0.01%2026-06-302026-07-15

JPMORGAN CHASE & CO JPMORGAN CHASE & CO10.8K shares-0.03%2026-06-302026-07-15

PDEC INNOVATOR ETFS TRUST71.5K shares-0.19%2026-06-302026-07-15

VPU VANGUARD WORLD FD16.7K shares1.14%2026-06-302026-07-15

AAPL APPLE INC10.8K shares-8.89%2026-06-302026-07-15

Sponsored

SPHD INVESCO EXCH TRADED FD TR II61.1K shares1.51%2026-06-302026-07-15

XLV SELECT SECTOR SPDR TR19.5K shares1.62%2026-06-302026-07-15

AGI ALAMOS GOLD INC77.8K shares-0.57%2026-06-302026-07-15

CDE COEUR MNG INC132.8K shares-3.25%2026-06-302026-07-15

PSEP INNOVATOR ETFS TRUST43.1K shares-0.01%2026-06-302026-07-15

DDTL INNOVATOR ETFS TRUST81.3K shares0.00%2026-06-302026-07-15

ITOT ISHARES TR10.3K shares5.59%2026-06-302026-07-15

SKE SKEENA RES LTD NEW61.6K shares5.40%2026-06-302026-07-15

Sponsored

PFEB INNOVATOR ETFS TRUST36.9K shares-2.24%2026-06-302026-07-15

GOOGL ALPHABET INC4.4K shares0.00%2026-06-302026-07-15

BUFZ FIRST TR EXCHNG TRADED FD VI52.8K sharesnew addition2026-06-302026-07-15

AMZN AMAZON COM INC6.0K shares-1.97%2026-06-302026-07-15

PMAY INNOVATOR ETFS TRUST34.3K shares7.10%2026-06-302026-07-15

PJUN INNOVATOR ETFS TRUST31.8K shares-49.29%2026-06-302026-07-15

VISA INC VISA INC3.9K shares-4.28%2026-06-302026-07-15

TSM TAIWAN SEMICONDUCTOR MANUFAC2.8K shares0.00%2026-06-302026-07-15

Sponsored

GOOG ALPHABET INC3.5K shares-9.71%2026-06-302026-07-15

ABBVIE INC ABBVIE INC4.7K shares0.06%2026-06-302026-07-15

STIP ISHARES TR11.5K shares0.00%2026-06-302026-07-15

PPTA PERPETUA RESOURCES CORP52.9K shares2.52%2026-06-302026-07-15

VZ VERIZON COMMUNICATIONS INC25.7K shares-0.73%2026-06-302026-07-15

RSG REPUBLIC SVCS INC5.0K shares-4.18%2026-06-302026-07-15

PAUG INNOVATOR ETFS TRUST20.4K shares-2.19%2026-06-302026-07-15

POCT INNOVATOR ETFS TRUST19.7K shares-5.73%2026-06-302026-07-15

Sponsored

PEP PEPSICO INC6.5K shares-3.79%2026-06-302026-07-15

NXT NEXTPOWER INC6.6K shares3.53%2026-06-302026-07-15

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-15

WELL WELLTOWER INC3.3K shares0.00%2026-06-302026-07-15

BSEP INNOVATOR ETFS TRUST14.0K shares0.00%2026-06-302026-07-15

VANGUARD INDEX FDS VANGUARD INDEX FDS2.0K shares-7.45%2026-06-302026-07-15

BA BOEING CO3.3K shares0.00%2026-06-302026-07-15

NEXTERA ENERGY INC NEXTERA ENERGY INC8.0K shares2.15%2026-06-302026-07-15

Sponsored

IEF ISHARES TR6.7K shares34.89%2026-06-302026-07-15

PNOV INNOVATOR ETFS TRUST14.4K shares-3.36%2026-06-302026-07-15

JNJ JOHNSON & JOHNSON2.4K shares0.00%2026-06-302026-07-15

PJAN INNOVATOR ETFS TRUST12.0K shares-0.62%2026-06-302026-07-15

ODV OSISKO DEVELOPMENT CORP240.1K shares0.84%2026-06-302026-07-15

PJUL INNOVATOR ETFS TRUST12.1K shares9.03%2026-06-302026-07-15

AMD ADVANCED MICRO DEVICES INC1.0K shares0.00%2026-06-302026-07-15

BIPC BROOKFIELD INFRASTRUCTURE CO14.8K shares-3.26%2026-06-302026-07-15

Sponsored

PAVE GLOBAL X FDS9.6K shares-9.02%2026-06-302026-07-15

TMUS T-MOBILE US INC3.3K shares-8.31%2026-06-302026-07-15

SNDK SANDISK CORP243 sharesnew addition2026-06-302026-07-15

ORACLE CORP ORACLE CORP3.7K shares0.00%2026-06-302026-07-15

SPTM SPDR SERIES TRUST5.7K shares1.15%2026-06-302026-07-15

PG PROCTER & GAMBLE CO3.5K shares0.08%2026-06-302026-07-15

DUK DUKE ENERGY CORP NEW4.0K shares0.00%2026-06-302026-07-15

DIA STATE STR SPDR DOW JONES IND972 shares0.52%2026-06-302026-07-15

Sponsored

SHY ISHARES TR6.1K shares-2.63%2026-06-302026-07-15

PMAR INNOVATOR ETFS TRUST10.4K shares0.00%2026-06-302026-07-15

IXUS ISHARES TR5.2K shares-0.19%2026-06-302026-07-15

SOUTHERN CO SOUTHERN CO5.1K shares0.00%2026-06-302026-07-15

SCHD SCHWAB STRATEGIC TR15.3K shares0.96%2026-06-302026-07-15

BDEC INNOVATOR ETFS TRUST9.0K shares0.00%2026-06-302026-07-15

DTE DTE ENERGY CO3.1K shares0.00%2026-06-302026-07-15

EWZ ISHARES INC13.8K shares7.66%2026-06-302026-07-15

Sponsored

BAUG INNOVATOR ETFS TRUST8.8K shares-0.01%2026-06-302026-07-15

BEPC BROOKFIELD RENEWABLE CORP12.7K shares0.00%2026-06-302026-07-15

BRK.B BERKSHIRE HATHAWAY INC DEL904 shares-32.49%2026-06-302026-07-15

ZAUG INNOVATOR ETFS TRUST16.4K shares-1.32%2026-06-302026-07-15

AEE AMEREN CORP4.0K shares0.00%2026-06-302026-07-15

KT KT CORP24.9K shares0.00%2026-06-302026-07-15

LLY ELI LILLY & CO351 shares0.00%2026-06-302026-07-15

FNOV FIRST TR EXCHNG TRADED FD VI7.0K shares0.00%2026-06-302026-07-15

Sponsored

DTM DT MIDSTREAM INC2.8K shares0.00%2026-06-302026-07-15

NEM NEWMONT CORP4.3K shares-1.29%2026-06-302026-07-15

NVDA NVIDIA CORPORATION2.0K shares0.00%2026-06-302026-07-15

VKTX VIKING THERAPEUTICS INC9.6K shares0.47%2026-06-302026-07-15

QUAL ISHARES TR1.6K shares-8.29%2026-06-302026-07-15

ADP AUTOMATIC DATA PROCESSING IN1.6K shares0.19%2026-06-302026-07-15

GS GOLDMAN SACHS GROUP INC350 shares0.00%2026-06-302026-07-15

IWD ISHARES TR1.5K shares-2.41%2026-06-302026-07-15

Sponsored

ECL ECOLAB INC1.3K shares0.00%2026-06-302026-07-15

VOO VANGUARD INDEX FDS506 shares0.00%2026-06-302026-07-15

CMS CMS ENERGY CORP4.3K shares0.00%2026-06-302026-07-15

JAJL INNOVATOR ETFS TRUST10.3K shares0.00%2026-06-302026-07-15

EXXON MOBIL CORP EXXON MOBIL CORP2.2K sharesnew addition2026-06-302026-07-15

BJAN INNOVATOR ETFS TRUST5.1K shares-6.42%2026-06-302026-07-15

SDY SPDR SERIES TRUST1.9K shares0.00%2026-06-302026-07-15

B BARRICK MNG CORP7.7K shares0.00%2026-06-302026-07-15

Sponsored

WMT WALMART INC2.4K shares0.00%2026-06-302026-07-15

AMERICOLD REALTY TRUST INC AMERICOLD REALTY TRUST INC17.3K shares1.00%2026-06-302026-07-15

DDFL INNOVATOR ETFS TRUST12.6K shares0.00%2026-06-302026-07-15

CVX CHEVRON CORPORATION1.6K shares0.00%2026-06-302026-07-15

MDLZ MONDELEZ INTL INC4.5K shares-2.17%2026-06-302026-07-15

MSI MOTOROLA SOLUTIONS INC621 shares0.00%2026-06-302026-07-15

BNOV INNOVATOR ETFS TRUST5.3K shares0.00%2026-06-302026-07-15

VTV VANGUARD INDEX FDS1.1K shares0.00%2026-06-302026-07-15

Sponsored

GEV GE VERNOVA INC208 sharesnew addition2026-06-302026-07-15

PHO INVESCO EXCHANGE TRADED FD T3.5K shares0.00%2026-06-302026-07-15

NOK NOKIA CORP18.0K shares0.00%2026-06-302026-07-15

C CITIGROUP INC1.7K sharesnew addition2026-06-302026-07-15

PRFZ INVESCO EXCHANGE TRADED FD T3.9K sharesnew addition2026-06-302026-07-15

UTG REAVES UTIL INCOME FD5.3K shares0.00%2026-06-302026-07-15

IFEB INNOVATOR ETFS TRUST6.8K shares0.00%2026-06-302026-07-15

DDFO INNOVATOR ETFS TRUST9.3K sharesnew addition2026-06-302026-07-15

Sponsored

AMT AMERICAN TOWER CORP1.3K shares-10.53%2026-06-302026-07-15

ABT ABBOTT LABORATORIES2.3K shares0.00%2026-06-302026-07-15

VMC VULCAN MATLS CO700 shares-12.50%2026-06-302026-07-15

LABCORP HOLDINGS INC LABCORP HOLDINGS INC737 sharesnew addition2026-06-302026-07-15

BAC BANK OF AMER CORP3.6K shares-14.34%2026-06-302026-07-15

ISEP INNOVATOR ETFS TRUST5.9K sharesnew addition2026-06-302026-07-15

SDVY FIRST TR EXCHANGE TRADED FD4.7K sharesnew addition2026-06-302026-07-15

BJUN INNOVATOR ETFS TRUST4.2K sharesnew addition2026-06-302026-07-15

Sponsored

VXUS

VANGUARD STAR FDS

1.30%

Shares134.5K

Event2026-06-30

Filed2026-07-15

SFLR

INNOVATOR ETFS TRUST

1.40%

Shares247.5K

Event2026-06-30

Filed2026-07-15

QFLR

INNOVATOR ETFS TRUST

1.22%

Shares253.6K

Event2026-06-30

Filed2026-07-15

USTB

VICTORY PORTFOLIOS II

1.00%

Shares180.6K

Event2026-06-30

Filed2026-07-15

VMBS

VANGUARD SCOTTSDALE FDS

0.68%

Shares158.7K

Event2026-06-30

Filed2026-07-15

UITB

VICTORY PORTFOLIOS II

0.59%

Shares155.6K

Event2026-06-30

Filed2026-07-15

IWM

ISHARES TR

-0.21%

Shares22.4K

Event2026-06-30

Filed2026-07-15

VANECK ETF TRUST

1.83%

Shares86.9K

Event2026-06-30

Filed2026-07-15

QQQ

INVESCO QQQ TR

-2.48%

Shares8.7K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

298.94%

Shares77.5K

Event2026-06-30

Filed2026-07-15

TBIL

RBB FD INC

0.73%

Shares125.1K

Event2026-06-30

Filed2026-07-15

MORGAN STANLEY

-3.76%

Shares29.1K

Event2026-06-30

Filed2026-07-15

RSP

INVESCO EXCHANGE TRADED FD T

-0.35%

Shares27.8K

Event2026-06-30

Filed2026-07-15

SPLV

INVESCO EXCH TRADED FD TR II

1.04%

Shares71.7K

Event2026-06-30

Filed2026-07-15

MSFT

MICROSOFT CORP

-3.01%

Shares12.6K

Event2026-06-30

Filed2026-07-15

PAPR

INNOVATOR ETFS TRUST

-2.16%

Shares110.1K

Event2026-06-30

Filed2026-07-15

EMLC

VANECK ETF TRUST

1.59%

Shares179.0K

Event2026-06-30

Filed2026-07-15

AEM

AGNICO EAGLE MINES LTD

4.60%

Shares27.5K

Event2026-06-30

Filed2026-07-15

GNOV

FIRST TR EXCHNG TRADED FD VI

-0.21%

Shares94.1K

Event2026-06-30

Filed2026-07-15

KBWB

INVESCO EXCH TRADED FD TR II

0.01%

Shares38.7K

Event2026-06-30

Filed2026-07-15

JPMORGAN CHASE & CO

-0.03%

Shares10.8K

Event2026-06-30

Filed2026-07-15

PDEC

INNOVATOR ETFS TRUST

-0.19%

Shares71.5K

Event2026-06-30

Filed2026-07-15

VPU

VANGUARD WORLD FD

1.14%

Shares16.7K

Event2026-06-30

Filed2026-07-15

AAPL

APPLE INC

-8.89%

Shares10.8K

Event2026-06-30

Filed2026-07-15

SPHD

INVESCO EXCH TRADED FD TR II

1.51%

Shares61.1K

Event2026-06-30

Filed2026-07-15

XLV

SELECT SECTOR SPDR TR

1.62%

Shares19.5K

Event2026-06-30

Filed2026-07-15

AGI

ALAMOS GOLD INC

-0.57%

Shares77.8K

Event2026-06-30

Filed2026-07-15

CDE

COEUR MNG INC

-3.25%

Shares132.8K

Event2026-06-30

Filed2026-07-15

PSEP

INNOVATOR ETFS TRUST

-0.01%

Shares43.1K

Event2026-06-30

Filed2026-07-15

DDTL

INNOVATOR ETFS TRUST

0.00%

Shares81.3K

Event2026-06-30

Filed2026-07-15

ITOT

ISHARES TR

5.59%

Shares10.3K

Event2026-06-30

Filed2026-07-15

SKE

SKEENA RES LTD NEW

5.40%

Shares61.6K

Event2026-06-30

Filed2026-07-15

PFEB

INNOVATOR ETFS TRUST

-2.24%

Shares36.9K

Event2026-06-30

Filed2026-07-15

GOOGL

ALPHABET INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-15

BUFZ

FIRST TR EXCHNG TRADED FD VI

New

Shares52.8K

Event2026-06-30

Filed2026-07-15

AMZN

AMAZON COM INC

-1.97%

Shares6.0K

Event2026-06-30

Filed2026-07-15

PMAY

INNOVATOR ETFS TRUST

7.10%

Shares34.3K

Event2026-06-30

Filed2026-07-15

PJUN

INNOVATOR ETFS TRUST

-49.29%

Shares31.8K

Event2026-06-30

Filed2026-07-15

VISA INC

-4.28%

Shares3.9K

Event2026-06-30

Filed2026-07-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-15

GOOG

ALPHABET INC

-9.71%

Shares3.5K

Event2026-06-30

Filed2026-07-15

ABBVIE INC

0.06%

Shares4.7K

Event2026-06-30

Filed2026-07-15

STIP

ISHARES TR

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-15

PPTA

PERPETUA RESOURCES CORP

2.52%

Shares52.9K

Event2026-06-30

Filed2026-07-15

VERIZON COMMUNICATIONS INC

-0.73%

Shares25.7K

Event2026-06-30

Filed2026-07-15

RSG

REPUBLIC SVCS INC

-4.18%

Shares5.0K

Event2026-06-30

Filed2026-07-15

PAUG

INNOVATOR ETFS TRUST

-2.19%

Shares20.4K

Event2026-06-30

Filed2026-07-15

POCT

INNOVATOR ETFS TRUST

-5.73%

Shares19.7K

Event2026-06-30

Filed2026-07-15

PEP

PEPSICO INC

-3.79%

Shares6.5K

Event2026-06-30

Filed2026-07-15

NXT

NEXTPOWER INC

3.53%

Shares6.6K

Event2026-06-30

Filed2026-07-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-15

WELL

WELLTOWER INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-15

BSEP

INNOVATOR ETFS TRUST

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

-7.45%

Shares2.0K

Event2026-06-30

Filed2026-07-15

BOEING CO

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-15

NEXTERA ENERGY INC

2.15%

Shares8.0K

Event2026-06-30

Filed2026-07-15

IEF

ISHARES TR

34.89%

Shares6.7K

Event2026-06-30

Filed2026-07-15

PNOV

INNOVATOR ETFS TRUST

-3.36%

Shares14.4K

Event2026-06-30

Filed2026-07-15

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-15

PJAN

INNOVATOR ETFS TRUST

-0.62%

Shares12.0K

Event2026-06-30

Filed2026-07-15

ODV

OSISKO DEVELOPMENT CORP

0.84%

Shares240.1K

Event2026-06-30

Filed2026-07-15

PJUL

INNOVATOR ETFS TRUST

9.03%

Shares12.1K

Event2026-06-30

Filed2026-07-15

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-15

BIPC

BROOKFIELD INFRASTRUCTURE CO

-3.26%

Shares14.8K

Event2026-06-30

Filed2026-07-15

PAVE

GLOBAL X FDS

-9.02%

Shares9.6K

Event2026-06-30

Filed2026-07-15

TMUS

T-MOBILE US INC

-8.31%

Shares3.3K

Event2026-06-30

Filed2026-07-15

SNDK

SANDISK CORP

New

Shares243

Event2026-06-30

Filed2026-07-15

ORACLE CORP

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-15

SPTM

SPDR SERIES TRUST

1.15%

Shares5.7K

Event2026-06-30

Filed2026-07-15

PROCTER & GAMBLE CO

0.08%

Shares3.5K

Event2026-06-30

Filed2026-07-15

DUK

DUKE ENERGY CORP NEW

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-15

DIA

STATE STR SPDR DOW JONES IND

0.52%

Shares972

Event2026-06-30

Filed2026-07-15

SHY

ISHARES TR

-2.63%

Shares6.1K

Event2026-06-30

Filed2026-07-15

PMAR

INNOVATOR ETFS TRUST

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-15

IXUS

ISHARES TR

-0.19%

Shares5.2K

Event2026-06-30

Filed2026-07-15

SOUTHERN CO

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-15

SCHD

SCHWAB STRATEGIC TR

0.96%

Shares15.3K

Event2026-06-30

Filed2026-07-15

BDEC

INNOVATOR ETFS TRUST

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-15

DTE

DTE ENERGY CO

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-15

EWZ

ISHARES INC

7.66%

Shares13.8K

Event2026-06-30

Filed2026-07-15

BAUG

INNOVATOR ETFS TRUST

-0.01%

Shares8.8K

Event2026-06-30

Filed2026-07-15

BEPC

BROOKFIELD RENEWABLE CORP

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-15

BRK.B

BERKSHIRE HATHAWAY INC DEL

-32.49%

Shares904

Event2026-06-30

Filed2026-07-15

ZAUG

INNOVATOR ETFS TRUST

-1.32%

Shares16.4K

Event2026-06-30

Filed2026-07-15

AEE

AMEREN CORP

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-15

KT CORP

0.00%

Shares24.9K

Event2026-06-30

Filed2026-07-15

LLY

ELI LILLY & CO

0.00%

Shares351

Event2026-06-30

Filed2026-07-15

FNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-15

DTM

DT MIDSTREAM INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-15

NEM

NEWMONT CORP

-1.29%

Shares4.3K

Event2026-06-30

Filed2026-07-15

NVDA

NVIDIA CORPORATION

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-15

VKTX

VIKING THERAPEUTICS INC

0.47%

Shares9.6K

Event2026-06-30

Filed2026-07-15

QUAL

ISHARES TR

-8.29%

Shares1.6K

Event2026-06-30

Filed2026-07-15

ADP

AUTOMATIC DATA PROCESSING IN

0.19%

Shares1.6K

Event2026-06-30

Filed2026-07-15

GOLDMAN SACHS GROUP INC

0.00%

Shares350

Event2026-06-30

Filed2026-07-15

IWD

ISHARES TR

-2.41%

Shares1.5K

Event2026-06-30

Filed2026-07-15

ECL

ECOLAB INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-15

VOO

VANGUARD INDEX FDS

0.00%

Shares506

Event2026-06-30

Filed2026-07-15

CMS

CMS ENERGY CORP

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-15

JAJL

INNOVATOR ETFS TRUST

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-15

EXXON MOBIL CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-15

BJAN

INNOVATOR ETFS TRUST

-6.42%

Shares5.1K

Event2026-06-30

Filed2026-07-15

SDY

SPDR SERIES TRUST

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-15

BARRICK MNG CORP

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-15

WMT

WALMART INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-15

AMERICOLD REALTY TRUST INC

1.00%

Shares17.3K

Event2026-06-30

Filed2026-07-15

DDFL

INNOVATOR ETFS TRUST

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-15

CVX

CHEVRON CORPORATION

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-15

MDLZ

MONDELEZ INTL INC

-2.17%

Shares4.5K

Event2026-06-30

Filed2026-07-15

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares621

Event2026-06-30

Filed2026-07-15

BNOV

INNOVATOR ETFS TRUST

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-15

VTV

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-15

GEV

GE VERNOVA INC

New

Shares208

Event2026-06-30

Filed2026-07-15

PHO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-15

NOK

NOKIA CORP

0.00%

Shares18.0K

Event2026-06-30

Filed2026-07-15

CITIGROUP INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-15

PRFZ

INVESCO EXCHANGE TRADED FD T

New

Shares3.9K

Event2026-06-30

Filed2026-07-15

UTG

REAVES UTIL INCOME FD

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-15

IFEB

INNOVATOR ETFS TRUST

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-15

DDFO

INNOVATOR ETFS TRUST

New

Shares9.3K

Event2026-06-30

Filed2026-07-15

AMT

AMERICAN TOWER CORP

-10.53%

Shares1.3K

Event2026-06-30

Filed2026-07-15

ABT

ABBOTT LABORATORIES

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-15

VMC

VULCAN MATLS CO

-12.50%

Shares700

Event2026-06-30

Filed2026-07-15

LABCORP HOLDINGS INC

New

Shares737

Event2026-06-30

Filed2026-07-15

BAC

BANK OF AMER CORP

-14.34%

Shares3.6K

Event2026-06-30

Filed2026-07-15

ISEP

INNOVATOR ETFS TRUST

New

Shares5.9K

Event2026-06-30

Filed2026-07-15

SDVY

FIRST TR EXCHANGE TRADED FD

New

Shares4.7K

Event2026-06-30

Filed2026-07-15

BJUN

INNOVATOR ETFS TRUST

New

Shares4.2K

Event2026-06-30

Filed2026-07-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available