Sponsored

The Analysis of Powers Advisory Group, LLC's Holdings & P&L

Currently, Powers Advisory Group, LLC holds 130 types of securities in its portfolio with a total value $319.1M. In the most recent quarter, they have increased their positions in BND (+23.0K shares, valued at $1.7M), DGRO (+21.7K shares, valued at $1.6M), N/A (+4.0K shares, valued at $1.5M); decreased their positions in LLY (-252 shares, valued at $302.2K), GLW (-1.1K shares, valued at $277.9K), WMT (-1.6K shares, valued at $185.0K); initiated new positions in N/A (+4.0K shares, valued at $1.5M), VXUS (+15.8K shares, valued at $1.3M), VTIP (+19.2K shares, valued at $965.0K).

1M P&L

+364.4K+0.12%

3M P&L

+2.6M+0.88%

HY P&L

+11.4M+3.96%

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/A240.2M

80.8%

2Drug Manufacturers - General6.2M

2.1%

3Software - Infrastructure5.9M

2.0%

Top Industries by Stock Count

1N/A42 stocks

38.2%

2Drug Manufacturers - General5 stocks

4.5%

3Household & Personal Products5 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR1.2M shares-0.47%2026-06-302026-07-31

DGRO ISHARES TR317.1K shares7.33%2026-06-302026-07-31

SCHD SCHWAB STRATEGIC TR710.8K shares3.96%2026-06-302026-07-31

SCHF SCHWAB STRATEGIC TR613.6K shares2.50%2026-06-302026-07-31

VCIT VANGUARD SCOTTSDALE FDS195.8K shares6.96%2026-06-302026-07-31

SCHG SCHWAB STRATEGIC TR407.3K shares6.53%2026-06-302026-07-31

VCSH VANGUARD SCOTTSDALE FDS156.1K shares13.36%2026-06-302026-07-31

BND VANGUARD BD INDEX FDS163.6K shares16.38%2026-06-302026-07-31

Sponsored

SHYG ISHARES TR251.5K shares6.45%2026-06-302026-07-31

IGSB ISHARES TR190.1K shares0.44%2026-06-302026-07-31

FDVV FIDELITY COVINGTON TRUST156.2K shares10.96%2026-06-302026-07-31

SCHA SCHWAB STRATEGIC TR192.8K shares0.51%2026-06-302026-07-31

SCHM SCHWAB STRATEGIC TR181.7K shares0.87%2026-06-302026-07-31

WISDOMTREE TR WISDOMTREE TR81.3K shares-2.77%2026-06-302026-07-31

MSFT MICROSOFT CORP14.1K shares-3.05%2026-06-302026-07-31

FLOT ISHARES TR90.4K shares8.39%2026-06-302026-07-31

Sponsored

DGRW WISDOMTREE TR48.1K shares8.65%2026-06-302026-07-31

DIVI FRANKLIN TEMPLETON ETF TR100.0K shares27.43%2026-06-302026-07-31

WTV WISDOMTREE TR33.8K shares31.46%2026-06-302026-07-31

WMT WALMART INC29.9K shares-5.18%2026-06-302026-07-31

DFAS DIMENSIONAL ETF TRUST38.2K shares9.82%2026-06-302026-07-31

AAPL APPLE INC10.5K shares-2.13%2026-06-302026-07-31

DON WISDOMTREE TR46.9K shares-0.92%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON9.7K shares-3.17%2026-06-302026-07-31

Sponsored

LLY ELI LILLY & CO2.0K shares-11.37%2026-06-302026-07-31

LMT LOCKHEED MARTIN CORP4.2K shares-5.24%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO6.2K shares-0.95%2026-06-302026-07-31

DES WISDOMTREE TR48.9K shares0.06%2026-06-302026-07-31

QQQ INVESCO QQQ TR2.6K shares0.00%2026-06-302026-07-31

PG PROCTER & GAMBLE CO12.6K shares-5.53%2026-06-302026-07-31

VO VANGUARD INDEX FDS22.5K shares360.71%2026-06-302026-07-31

WASTE MGMT INC DEL WASTE MGMT INC DEL8.1K shares-1.79%2026-06-302026-07-31

Sponsored

ISHARES TR ISHARES TR2.3K shares-3.41%2026-06-302026-07-31

MCD MCDONALDS CORP6.4K shares-2.01%2026-06-302026-07-31

SCHZ SCHWAB STRATEGIC TR65.2K shares4.62%2026-06-302026-07-31

VANGUARD INDEX FDS VANGUARD INDEX FDS4.0K sharesnew addition2026-06-302026-07-31

SOUTHERN CO SOUTHERN CO15.1K shares-0.80%2026-06-302026-07-31

VGIT VANGUARD SCOTTSDALE FDS24.5K shares17.89%2026-06-302026-07-31

VEA VANGUARD TAX-MANAGED FDS20.2K shares24.24%2026-06-302026-07-31

AMZN AMAZON COM INC6.0K shares-4.96%2026-06-302026-07-31

Sponsored

GLW CORNING INC5.4K shares-16.67%2026-06-302026-07-31

GOOGL ALPHABET INC3.8K shares-4.47%2026-06-302026-07-31

VXUS VANGUARD STAR FDS15.8K sharesnew addition2026-06-302026-07-31

EXXON MOBIL CORP EXXON MOBIL CORP9.5K shares-5.16%2026-06-302026-07-31

KO COCA COLA CO15.7K shares0.17%2026-06-302026-07-31

DE DEERE & CO2.0K shares-5.38%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.7K shares0.00%2026-06-302026-07-31

COWZ PACER FDS TR20.0K shares-1.76%2026-06-302026-07-31

Sponsored

PEP PEPSICO INC8.3K shares-1.05%2026-06-302026-07-31

TGT TARGET CORP8.3K shares-3.30%2026-06-302026-07-31

VTIP VANGUARD MALVERN FDS19.2K sharesnew addition2026-06-302026-07-31

DUK DUKE ENERGY CORP NEW7.3K shares-0.07%2026-06-302026-07-31

USB US BANCORP15.2K shares-1.11%2026-06-302026-07-31

CVX CHEVRON CORPORATION5.5K shares-6.36%2026-06-302026-07-31

DVY ISHARES TR5.5K shares22.10%2026-06-302026-07-31

BSV VANGUARD BD INDEX FDS11.1K shares-0.35%2026-06-302026-07-31

Sponsored

EPD ENTERPRISE PRODS PARTNERS L23.5K shares0.62%2026-06-302026-07-31

SBUX STARBUCKS CORP8.2K shares-2.77%2026-06-302026-07-31

CL COLGATE PALMOLIVE CO8.9K shares0.48%2026-06-302026-07-31

PM PHILIP MORRIS INTL INC4.5K shares-3.27%2026-06-302026-07-31

AVUV AMERICAN CENTY ETF TR6.4K shares34.04%2026-06-302026-07-31

BROADCOM INC BROADCOM INC2.0K shares-0.39%2026-06-302026-07-31

BIV VANGUARD BD INDEX FDS9.6K shares-1.02%2026-06-302026-07-31

PAYX PAYCHEX INC7.4K shares-5.16%2026-06-302026-07-31

Sponsored

DIA STATE STR SPDR DOW JONES IND1.4K shares0.00%2026-06-302026-07-31

SYY SYSCO CORP8.5K shares-7.19%2026-06-302026-07-31

SPEM SPDR INDEX SHS FDS13.4K shares34.61%2026-06-302026-07-31

NVDA NVIDIA CORPORATION3.4K shares-10.07%2026-06-302026-07-31

O REALTY INCOME CORP11.1K shares0.77%2026-06-302026-07-31

MO ALTRIA GROUP INC9.4K shares-0.76%2026-06-302026-07-31

VZ VERIZON COMMUNICATIONS INC15.8K shares0.08%2026-06-302026-07-31

ED CONSOLIDATED EDISON INC6.0K shares-0.91%2026-06-302026-07-31

Sponsored

AMGN AMGEN INC1.7K shares4.76%2026-06-302026-07-31

PANW PALO ALTO NETWORKS INC1.8K shares3.34%2026-06-302026-07-31

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares0.97%2026-06-302026-07-31

BAC BANK OF AMER CORP10.1K shares0.30%2026-06-302026-07-31

DLN WISDOMTREE TR6.0K shares0.49%2026-06-302026-07-31

VISA INC VISA INC1.6K shares-0.73%2026-06-302026-07-31

TD TORONTO DOMINION BK ONT4.5K shares0.00%2026-06-302026-07-31

CISCO SYS INC CISCO SYS INC4.7K shares-2.04%2026-06-302026-07-31

Sponsored

BLK BLACKROCK INC550 shares0.18%2026-06-302026-07-31

KMB KIMBERLY-CLARK CORP4.6K shares-1.01%2026-06-302026-07-31

CAH CARDINAL HEALTH INC2.1K shares0.19%2026-06-302026-07-31

PNC PNC FINL SVCS GROUP INC1.9K shares0.63%2026-06-302026-07-31

MRK MERCK & CO INC3.6K shares-0.88%2026-06-302026-07-31

UL UNILEVER PLC7.6K shares-0.43%2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC793 shares34.63%2026-06-302026-07-31

UPS UNITED PARCEL SVCS INC4.0K shares-22.66%2026-06-302026-07-31

Sponsored

HD HOME DEPOT INC1.2K shares7.99%2026-06-302026-07-31

CLX CLOROX CO DEL4.4K shares-20.83%2026-06-302026-07-31

AFL AFLAC INC3.6K shares0.25%2026-06-302026-07-31

AEP AMERICAN ELEC PWR CO INC2.9K shares7.30%2026-06-302026-07-31

MASTERCARD INCORPORATED MASTERCARD INCORPORATED780 shares11.43%2026-06-302026-07-31

LOW LOWES COS INC1.8K shares0.29%2026-06-302026-07-31

ENB ENBRIDGE INC7.0K shares-4.02%2026-06-302026-07-31

TXN TEXAS INSTRS INC1.3K shares-1.77%2026-06-302026-07-31

Sponsored

ADM ARCHER DANIELS MIDLAND CO4.9K shares-1.93%2026-06-302026-07-31

GOOG ALPHABET INC1.0K shares-6.68%2026-06-302026-07-31

APD AIR PRODUCTS AND CHEMICALS I1.3K shares-3.30%2026-06-302026-07-31

PLD PROLOGIS INC.2.7K shares4.62%2026-06-302026-07-31

EMR EMERSON ELEC CO2.5K shares-3.27%2026-06-302026-07-31

CAT CATERPILLAR INC328 shares-1.20%2026-06-302026-07-31

NEXTERA ENERGY INC NEXTERA ENERGY INC4.0K shares0.58%2026-06-302026-07-31

MS MORGAN STANLEY1.6K shares9.19%2026-06-302026-07-31

Sponsored

AEE AMEREN CORP2.8K shares0.36%2026-06-302026-07-31

WFC WELLS FARGO & CO3.7K shares6.43%2026-06-302026-07-31

DRI DARDEN RESTAURANTS INC1.5K shares0.34%2026-06-302026-07-31

ABBVIE INC ABBVIE INC1.2K shares1.86%2026-06-302026-07-31

ABT ABBOTT LABORATORIES3.2K shares-2.62%2026-06-302026-07-31

PFE PFIZER INC11.6K shares-14.32%2026-06-302026-07-31

PSX PHILLIPS 661.6K shares-13.29%2026-06-302026-07-31

MUNI PIMCO ETF TR5.2K shares0.62%2026-06-302026-07-31

Sponsored

DHS WISDOMTREE TR2.4K shares0.26%2026-06-302026-07-31

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC349 sharesnew addition2026-06-302026-07-31

LRCX LAM RESEARCH CORP609 sharesnew addition2026-06-302026-07-31

T AT&T INC12.7K shares-4.06%2026-06-302026-07-31

BP BP PLC7.1K shares-9.41%2026-06-302026-07-31

VWO VANGUARD INTL EQUITY INDEX F4.4K shares6.48%2026-06-302026-07-31

UNP UNION PAC CORP951 shares-15.54%2026-06-302026-07-31

VB VANGUARD INDEX FDS853 shares1.07%2026-06-302026-07-31

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL514 shares1.38%2026-06-302026-07-31

VPU VANGUARD WORLD FD1.3K shares0.62%2026-06-302026-07-31

GSK PLC GSK PLC4.8K shares-7.41%2026-06-302026-07-31

IYW ISHARES TR975 sharesnew addition2026-06-302026-07-31

MEDTRONIC PLC MEDTRONIC PLC2.9K shares-14.20%2026-06-302026-07-31

IBM INTERNATIONAL BUSINESS MACHS783 sharesnew addition2026-06-302026-07-31

IDV ISHARES TR5.2K shares2.24%2026-06-302026-07-31

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC494 sharesnew addition2026-06-302026-07-31

Sponsored

RTX CORPORATION RTX CORPORATION1.1K shares0.19%2026-06-302026-07-31

GIS GENERAL MILLS INC5.9K shares-25.60%2026-06-302026-07-31

SCHX

SCHWAB STRATEGIC TR

-0.47%

Shares1.2M

Event2026-06-30

Filed2026-07-31

DGRO

ISHARES TR

7.33%

Shares317.1K

Event2026-06-30

Filed2026-07-31

SCHD

SCHWAB STRATEGIC TR

3.96%

Shares710.8K

Event2026-06-30

Filed2026-07-31

SCHF

SCHWAB STRATEGIC TR

2.50%

Shares613.6K

Event2026-06-30

Filed2026-07-31

VCIT

VANGUARD SCOTTSDALE FDS

6.96%

Shares195.8K

Event2026-06-30

Filed2026-07-31

SCHG

SCHWAB STRATEGIC TR

6.53%

Shares407.3K

Event2026-06-30

Filed2026-07-31

VCSH

VANGUARD SCOTTSDALE FDS

13.36%

Shares156.1K

Event2026-06-30

Filed2026-07-31

BND

VANGUARD BD INDEX FDS

16.38%

Shares163.6K

Event2026-06-30

Filed2026-07-31

SHYG

ISHARES TR

6.45%

Shares251.5K

Event2026-06-30

Filed2026-07-31

IGSB

ISHARES TR

0.44%

Shares190.1K

Event2026-06-30

Filed2026-07-31

FDVV

FIDELITY COVINGTON TRUST

10.96%

Shares156.2K

Event2026-06-30

Filed2026-07-31

SCHA

SCHWAB STRATEGIC TR

0.51%

Shares192.8K

Event2026-06-30

Filed2026-07-31

SCHM

SCHWAB STRATEGIC TR

0.87%

Shares181.7K

Event2026-06-30

Filed2026-07-31

WISDOMTREE TR

-2.77%

Shares81.3K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

-3.05%

Shares14.1K

Event2026-06-30

Filed2026-07-31

FLOT

ISHARES TR

8.39%

Shares90.4K

Event2026-06-30

Filed2026-07-31

DGRW

WISDOMTREE TR

8.65%

Shares48.1K

Event2026-06-30

Filed2026-07-31

DIVI

FRANKLIN TEMPLETON ETF TR

27.43%

Shares100.0K

Event2026-06-30

Filed2026-07-31

WTV

WISDOMTREE TR

31.46%

Shares33.8K

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

-5.18%

Shares29.9K

Event2026-06-30

Filed2026-07-31

DFAS

DIMENSIONAL ETF TRUST

9.82%

Shares38.2K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

-2.13%

Shares10.5K

Event2026-06-30

Filed2026-07-31

DON

WISDOMTREE TR

-0.92%

Shares46.9K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

-3.17%

Shares9.7K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

-11.37%

Shares2.0K

Event2026-06-30

Filed2026-07-31

LMT

LOCKHEED MARTIN CORP

-5.24%

Shares4.2K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

-0.95%

Shares6.2K

Event2026-06-30

Filed2026-07-31

DES

WISDOMTREE TR

0.06%

Shares48.9K

Event2026-06-30

Filed2026-07-31

QQQ

INVESCO QQQ TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

-5.53%

Shares12.6K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

360.71%

Shares22.5K

Event2026-06-30

Filed2026-07-31

WASTE MGMT INC DEL

-1.79%

Shares8.1K

Event2026-06-30

Filed2026-07-31

ISHARES TR

-3.41%

Shares2.3K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

-2.01%

Shares6.4K

Event2026-06-30

Filed2026-07-31

SCHZ

SCHWAB STRATEGIC TR

4.62%

Shares65.2K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

New

Shares4.0K

Event2026-06-30

Filed2026-07-31

SOUTHERN CO

-0.80%

Shares15.1K

Event2026-06-30

Filed2026-07-31

VGIT

VANGUARD SCOTTSDALE FDS

17.89%

Shares24.5K

Event2026-06-30

Filed2026-07-31

VEA

VANGUARD TAX-MANAGED FDS

24.24%

Shares20.2K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

-4.96%

Shares6.0K

Event2026-06-30

Filed2026-07-31

GLW

CORNING INC

-16.67%

Shares5.4K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

-4.47%

Shares3.8K

Event2026-06-30

Filed2026-07-31

VXUS

VANGUARD STAR FDS

New

Shares15.8K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL CORP

-5.16%

Shares9.5K

Event2026-06-30

Filed2026-07-31

COCA COLA CO

0.17%

Shares15.7K

Event2026-06-30

Filed2026-07-31

DEERE & CO

-5.38%

Shares2.0K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-31

COWZ

PACER FDS TR

-1.76%

Shares20.0K

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

-1.05%

Shares8.3K

Event2026-06-30

Filed2026-07-31

TGT

TARGET CORP

-3.30%

Shares8.3K

Event2026-06-30

Filed2026-07-31

VTIP

VANGUARD MALVERN FDS

New

Shares19.2K

Event2026-06-30

Filed2026-07-31

DUK

DUKE ENERGY CORP NEW

-0.07%

Shares7.3K

Event2026-06-30

Filed2026-07-31

USB

US BANCORP

-1.11%

Shares15.2K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORPORATION

-6.36%

Shares5.5K

Event2026-06-30

Filed2026-07-31

DVY

ISHARES TR

22.10%

Shares5.5K

Event2026-06-30

Filed2026-07-31

BSV

VANGUARD BD INDEX FDS

-0.35%

Shares11.1K

Event2026-06-30

Filed2026-07-31

EPD

ENTERPRISE PRODS PARTNERS L

0.62%

Shares23.5K

Event2026-06-30

Filed2026-07-31

SBUX

STARBUCKS CORP

-2.77%

Shares8.2K

Event2026-06-30

Filed2026-07-31

COLGATE PALMOLIVE CO

0.48%

Shares8.9K

Event2026-06-30

Filed2026-07-31

PHILIP MORRIS INTL INC

-3.27%

Shares4.5K

Event2026-06-30

Filed2026-07-31

AVUV

AMERICAN CENTY ETF TR

34.04%

Shares6.4K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

-0.39%

Shares2.0K

Event2026-06-30

Filed2026-07-31

BIV

VANGUARD BD INDEX FDS

-1.02%

Shares9.6K

Event2026-06-30

Filed2026-07-31

PAYX

PAYCHEX INC

-5.16%

Shares7.4K

Event2026-06-30

Filed2026-07-31

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-31

SYY

SYSCO CORP

-7.19%

Shares8.5K

Event2026-06-30

Filed2026-07-31

SPEM

SPDR INDEX SHS FDS

34.61%

Shares13.4K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

-10.07%

Shares3.4K

Event2026-06-30

Filed2026-07-31

REALTY INCOME CORP

0.77%

Shares11.1K

Event2026-06-30

Filed2026-07-31

ALTRIA GROUP INC

-0.76%

Shares9.4K

Event2026-06-30

Filed2026-07-31

VERIZON COMMUNICATIONS INC

0.08%

Shares15.8K

Event2026-06-30

Filed2026-07-31

CONSOLIDATED EDISON INC

-0.91%

Shares6.0K

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC

4.76%

Shares1.7K

Event2026-06-30

Filed2026-07-31

PANW

PALO ALTO NETWORKS INC

3.34%

Shares1.8K

Event2026-06-30

Filed2026-07-31

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.97%

Shares1.3K

Event2026-06-30

Filed2026-07-31

BAC

BANK OF AMER CORP

0.30%

Shares10.1K

Event2026-06-30

Filed2026-07-31

DLN

WISDOMTREE TR

0.49%

Shares6.0K

Event2026-06-30

Filed2026-07-31

VISA INC

-0.73%

Shares1.6K

Event2026-06-30

Filed2026-07-31

TORONTO DOMINION BK ONT

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-31

CISCO SYS INC

-2.04%

Shares4.7K

Event2026-06-30

Filed2026-07-31

BLK

BLACKROCK INC

0.18%

Shares550

Event2026-06-30

Filed2026-07-31

KMB

KIMBERLY-CLARK CORP

-1.01%

Shares4.6K

Event2026-06-30

Filed2026-07-31

CAH

CARDINAL HEALTH INC

0.19%

Shares2.1K

Event2026-06-30

Filed2026-07-31

PNC

PNC FINL SVCS GROUP INC

0.63%

Shares1.9K

Event2026-06-30

Filed2026-07-31

MRK

MERCK & CO INC

-0.88%

Shares3.6K

Event2026-06-30

Filed2026-07-31

UNILEVER PLC

-0.43%

Shares7.6K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

34.63%

Shares793

Event2026-06-30

Filed2026-07-31

UPS

UNITED PARCEL SVCS INC

-22.66%

Shares4.0K

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC

7.99%

Shares1.2K

Event2026-06-30

Filed2026-07-31

CLX

CLOROX CO DEL

-20.83%

Shares4.4K

Event2026-06-30

Filed2026-07-31

AFL

AFLAC INC

0.25%

Shares3.6K

Event2026-06-30

Filed2026-07-31

AEP

AMERICAN ELEC PWR CO INC

7.30%

Shares2.9K

Event2026-06-30

Filed2026-07-31

MASTERCARD INCORPORATED

11.43%

Shares780

Event2026-06-30

Filed2026-07-31

LOW

LOWES COS INC

0.29%

Shares1.8K

Event2026-06-30

Filed2026-07-31

ENB

ENBRIDGE INC

-4.02%

Shares7.0K

Event2026-06-30

Filed2026-07-31

TXN

TEXAS INSTRS INC

-1.77%

Shares1.3K

Event2026-06-30

Filed2026-07-31

ADM

ARCHER DANIELS MIDLAND CO

-1.93%

Shares4.9K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

-6.68%

Shares1.0K

Event2026-06-30

Filed2026-07-31

APD

AIR PRODUCTS AND CHEMICALS I

-3.30%

Shares1.3K

Event2026-06-30

Filed2026-07-31

PLD

PROLOGIS INC.

4.62%

Shares2.7K

Event2026-06-30

Filed2026-07-31

EMR

EMERSON ELEC CO

-3.27%

Shares2.5K

Event2026-06-30

Filed2026-07-31

CAT

CATERPILLAR INC

-1.20%

Shares328

Event2026-06-30

Filed2026-07-31

NEXTERA ENERGY INC

0.58%

Shares4.0K

Event2026-06-30

Filed2026-07-31

MORGAN STANLEY

9.19%

Shares1.6K

Event2026-06-30

Filed2026-07-31

AEE

AMEREN CORP

0.36%

Shares2.8K

Event2026-06-30

Filed2026-07-31

WFC

WELLS FARGO & CO

6.43%

Shares3.7K

Event2026-06-30

Filed2026-07-31

DRI

DARDEN RESTAURANTS INC

0.34%

Shares1.5K

Event2026-06-30

Filed2026-07-31

ABBVIE INC

1.86%

Shares1.2K

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABORATORIES

-2.62%

Shares3.2K

Event2026-06-30

Filed2026-07-31

PFE

PFIZER INC

-14.32%

Shares11.6K

Event2026-06-30

Filed2026-07-31

PSX

PHILLIPS 66

-13.29%

Shares1.6K

Event2026-06-30

Filed2026-07-31

MUNI

PIMCO ETF TR

0.62%

Shares5.2K

Event2026-06-30

Filed2026-07-31

DHS

WISDOMTREE TR

0.26%

Shares2.4K

Event2026-06-30

Filed2026-07-31

CROWDSTRIKE HLDGS INC

New

Shares349

Event2026-06-30

Filed2026-07-31

LRCX

LAM RESEARCH CORP

New

Shares609

Event2026-06-30

Filed2026-07-31

AT&T INC

-4.06%

Shares12.7K

Event2026-06-30

Filed2026-07-31

BP PLC

-9.41%

Shares7.1K

Event2026-06-30

Filed2026-07-31

VWO

VANGUARD INTL EQUITY INDEX F

6.48%

Shares4.4K

Event2026-06-30

Filed2026-07-31

UNP

UNION PAC CORP

-15.54%

Shares951

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

1.07%

Shares853

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.38%

Shares514

Event2026-06-30

Filed2026-07-31

VPU

VANGUARD WORLD FD

0.62%

Shares1.3K

Event2026-06-30

Filed2026-07-31

GSK PLC

-7.41%

Shares4.8K

Event2026-06-30

Filed2026-07-31

IYW

ISHARES TR

New

Shares975

Event2026-06-30

Filed2026-07-31

MEDTRONIC PLC

-14.20%

Shares2.9K

Event2026-06-30

Filed2026-07-31

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares783

Event2026-06-30

Filed2026-07-31

IDV

ISHARES TR

2.24%

Shares5.2K

Event2026-06-30

Filed2026-07-31

UNITEDHEALTH GROUP INC

New

Shares494

Event2026-06-30

Filed2026-07-31

RTX CORPORATION

0.19%

Shares1.1K

Event2026-06-30

Filed2026-07-31

GIS

GENERAL MILLS INC

-25.60%

Shares5.9K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available