Sponsored

The Analysis of Professional Financial Advisors, LLC's Holdings & P&L

Currently, Professional Financial Advisors, LLC holds 146 types of securities in its portfolio with a total value $578.1M. In the most recent quarter, they have increased their positions in SPTM (+711.3K shares, valued at $64.6M), VOO (+7.3K shares, valued at $5.0M), TSM (+3.7K shares, valued at $1.8M); decreased their positions in N/A (-343.1K shares, valued at $34.0M), TLT (-36.0K shares, valued at $3.1M), SCHW (-18.0K shares, valued at $1.7M); initiated new positions in USO (+11.1K shares, valued at $1.2M), DIVI (+18.9K shares, valued at $809.4K), GDLC (+20.9K shares, valued at $552.7K).

1M P&L

+5.7M+1.15%

3M P&L

+17.6M+3.63%

HY P&L

+33.5M+7.15%

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/A483.5M

93.4%

2INSURANCE - DIVERSIFIED5.4M

1.0%

3Railroads5.0M

1.0%

Top Industries by Stock Count

1N/A108 stocks

82.4%

2Internet Content & Information2 stocks

1.5%

3Credit Services2 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPTM SPDR SERIES TRUST2.2M shares46.41%2026-06-302026-07-09

ISHARES TR ISHARES TR352.3K shares-49.34%2026-06-302026-07-09

NTSX WISDOMTREE TR518.2K shares1.94%2026-06-302026-07-09

VXUS VANGUARD STAR FDS334.7K shares3.42%2026-06-302026-07-09

RSSB TIDAL TRUST II432.6K shares1.34%2026-06-302026-07-09

VANGUARD INDEX FDS VANGUARD INDEX FDS35.3K shares-9.69%2026-06-302026-07-09

NTSI WISDOMTREE TR258.5K shares8.71%2026-06-302026-07-09

DBMF LITMAN GREGORY FDS TR335.7K shares5.92%2026-06-302026-07-09

Sponsored

MTUM ISHARES TR26.4K shares3.80%2026-06-302026-07-09

DGRO ISHARES TR115.3K shares5.46%2026-06-302026-07-09

SPMO INVESCO EXCH TRADED FD TR II51.0K shares5.58%2026-06-302026-07-09

BIL SPDR SERIES TRUST80.0K shares-4.86%2026-06-302026-07-09

MMTM SPDR SERIES TRUST21.6K shares-0.82%2026-06-302026-07-09

VOO VANGUARD INDEX FDS9.7K shares314.82%2026-06-302026-07-09

SPBC SIMPLIFY EXCHANGE TRADED FUN130.9K shares2.94%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL10.8K shares1.16%2026-06-302026-07-09

Sponsored

RSST TIDAL TRUST II155.8K shares5.03%2026-06-302026-07-09

UNP UNION PAC CORP18.3K shares-0.01%2026-06-302026-07-09

IUS INVESCO EXCH TRD SLF IDX FD75.8K shares1.70%2026-06-302026-07-09

VEU VANGUARD INTL EQUITY INDEX F58.1K shares3.97%2026-06-302026-07-09

BIV VANGUARD BD INDEX FDS57.7K shares11.96%2026-06-302026-07-09

IDMO INVESCO EXCH TRADED FD TR II68.6K shares4.38%2026-06-302026-07-09

DFGP DIMENSIONAL ETF TRUST75.1K shares14.49%2026-06-302026-07-09

GLD SPDR GOLD TR11.1K shares-1.03%2026-06-302026-07-09

Sponsored

SCZ ISHARES TR46.6K shares-20.30%2026-06-302026-07-09

PGRO PUTNAM ETF TRUST74.1K shares-0.79%2026-06-302026-07-09

SSO PROSHARES TR51.2K shares2.38%2026-06-302026-07-09

QPX ADVISORSHARES TR65.2K shares0.73%2026-06-302026-07-09

IQLT ISHARES TR63.9K shares0.92%2026-06-302026-07-09

MUB ISHARES TR29.1K shares19.88%2026-06-302026-07-09

MSFT MICROSOFT CORP8.2K shares8.74%2026-06-302026-07-09

VSDM VANGUARD MUN BD FDS38.3K shares17.47%2026-06-302026-07-09

Sponsored

GOOG ALPHABET INC8.2K shares-0.09%2026-06-302026-07-09

IUSB ISHARES TR61.7K shares6.65%2026-06-302026-07-09

VXF VANGUARD INDEX FDS11.3K shares34.37%2026-06-302026-07-09

FBND FIDELITY MERRIMACK STR TR60.4K shares6.24%2026-06-302026-07-09

QQQ INVESCO QQQ TR3.6K shares4.66%2026-06-302026-07-09

AAPL APPLE INC9.1K shares-25.66%2026-06-302026-07-09

NTSE WISDOMTREE TR53.0K shares3.30%2026-06-302026-07-09

VIGI VANGUARD WHITEHALL FDS26.4K shares13.93%2026-06-302026-07-09

Sponsored

TFLO ISHARES TR47.2K shares-5.99%2026-06-302026-07-09

AMZN AMAZON COM INC10.0K shares118.76%2026-06-302026-07-09

CTAP SIMPLIFY EXCHANGE TRADED FUN87.9K shares14.50%2026-06-302026-07-09

IMTM ISHARES TR40.9K shares4.94%2026-06-302026-07-09

BNDW VANGUARD SCOTTSDALE FDS31.1K shares-0.89%2026-06-302026-07-09

TSM TAIWAN SEMICONDUCTOR MANUFAC4.4K shares486.17%2026-06-302026-07-09

WMT WALMART INC18.4K shares-9.76%2026-06-302026-07-09

VISA INC VISA INC6.0K shares9.17%2026-06-302026-07-09

Sponsored

META PLATFORMS INC META PLATFORMS INC3.6K shares214.00%2026-06-302026-07-09

CGDV CAPITAL GROUP DIVIDEND VALUE40.8K shares11.03%2026-06-302026-07-09

CTA SIMPLIFY EXCHANGE TRADED FUN77.6K shares1.47%2026-06-302026-07-09

JMOM J P MORGAN EXCHANGE TRADED F23.3K shares-5.01%2026-06-302026-07-09

VANECK ETF TRUST VANECK ETF TRUST26.1K shares2.07%2026-06-302026-07-09

COF CAPITAL ONE FINL CORP9.7K shares645.78%2026-06-302026-07-09

GAA CAMBRIA ETF TR56.0K shares-5.05%2026-06-302026-07-09

MASTERCARD INCORPORATED MASTERCARD INCORPORATED3.7K shares10.77%2026-06-302026-07-09

Sponsored

NEAR ISHARES U S ETF TR35.8K shares-4.11%2026-06-302026-07-09

IVE ISHARES TR7.6K shares1.29%2026-06-302026-07-09

SBAR SIMPLIFY EXCHANGE TRADED FUN66.4K shares15.32%2026-06-302026-07-09

CGGO CAPITAL GROUP GBL GROWTH EQT38.4K shares0.24%2026-06-302026-07-09

SLV ISHARES SILVER TR29.8K shares-1.42%2026-06-302026-07-09

RSP INVESCO EXCHANGE TRADED FD T7.4K shares11.27%2026-06-302026-07-09

TLT ISHARES TR18.1K shares-66.55%2026-06-302026-07-09

ORLY OREILLY AUTOMOTIVE INC16.0K shares84.31%2026-06-302026-07-09

Sponsored

ILF ISHARES TR43.3K shares12.95%2026-06-302026-07-09

DFUS DIMENSIONAL ETF TRUST17.8K shares-0.59%2026-06-302026-07-09

ACWV ISHARES INC12.0K shares-4.81%2026-06-302026-07-09

UGA UNITED STS GASOLINE FD LP13.9K shares-21.68%2026-06-302026-07-09

CGGR CAPITAL GROUP GROWTH ETF29.2K shares-0.83%2026-06-302026-07-09

GBTC GRAYSCALE BITCOIN TRUST ETF28.4K shares11.83%2026-06-302026-07-09

SPDR SERIES TRUST SPDR SERIES TRUST14.4K shares2.34%2026-06-302026-07-09

USO UNITED STS OIL FD LP11.1K sharesnew addition2026-06-302026-07-09

Sponsored

IEMG ISHARES INC14.1K shares-19.47%2026-06-302026-07-09

APPLIED MATLS INC APPLIED MATLS INC1.4K shares0.07%2026-06-302026-07-09

DFUV DIMENSIONAL ETF TRUST18.7K shares0.00%2026-06-302026-07-09

DELL DELL TECHNOLOGIES INC2.2K shares-8.30%2026-06-302026-07-09

BOXX EA SERIES TRUST7.9K shares-26.42%2026-06-302026-07-09

SPDW SPDR INDEX SHS FDS18.3K shares0.89%2026-06-302026-07-09

ITOT ISHARES TR5.5K shares-33.80%2026-06-302026-07-09

SGOV ISHARES TR8.4K shares-7.07%2026-06-302026-07-09

Sponsored

DIVI FRANKLIN TEMPLETON ETF TR18.9K sharesnew addition2026-06-302026-07-09

DFAS DIMENSIONAL ETF TRUST8.9K shares-0.86%2026-06-302026-07-09

IJJ ISHARES TR4.8K shares4.32%2026-06-302026-07-09

NVDA NVIDIA CORPORATION3.5K shares1.69%2026-06-302026-07-09

USMV ISHARES TR7.0K shares2.35%2026-06-302026-07-09

PDBC INVESCO ACTVELY MNGD ETC FD41.7K shares-16.01%2026-06-302026-07-09

SPGM SPDR INDEX SHS FDS7.4K shares0.28%2026-06-302026-07-09

FLOT ISHARES TR12.1K shares-7.93%2026-06-302026-07-09

Sponsored

GDLC GRAYSCALE COINDESK CRYPTO20.9K sharesnew addition2026-06-302026-07-09

USFR WISDOMTREE TR10.5K shares-6.92%2026-06-302026-07-09

JSCP J P MORGAN EXCHANGE TRADED F10.7K shares0.97%2026-06-302026-07-09

PG PROCTER & GAMBLE CO3.4K shares3.04%2026-06-302026-07-09

ABBVIE INC ABBVIE INC1.9K shares5.72%2026-06-302026-07-09

FEGE RBB FUND TRUST9.4K shares17.81%2026-06-302026-07-09

IJR ISHARES TR3.1K shares-46.13%2026-06-302026-07-09

CGUS CAPITAL GROUP CORE EQUITY ET9.3K sharesnew addition2026-06-302026-07-09

Sponsored

VFQY VANGUARD WELLINGTON FD2.4K shares0.00%2026-06-302026-07-09

TSLA TESLA INC944 shares-61.90%2026-06-302026-07-09

ANET ARISTA NETWORKS INC2.3K shares2.32%2026-06-302026-07-09

SPVU INVESCO EXCH TRADED FD TR II5.5K shares-30.87%2026-06-302026-07-09

DYNF BLACKROCK ETF TRUST5.5K shares-1.20%2026-06-302026-07-09

SPEM SPDR INDEX SHS FDS7.1K shares2.31%2026-06-302026-07-09

WFC WELLS FARGO & CO4.4K shares-2.26%2026-06-302026-07-09

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T483 shares4.32%2026-06-302026-07-09

Sponsored

CGBL CAPITAL GROUP CORE BALANCED9.5K sharesnew addition2026-06-302026-07-09

GOOGL ALPHABET INC1.0K shares-1.96%2026-06-302026-07-09

CGDG CAPITAL GROUP DIVIDEND GROWE9.4K sharesnew addition2026-06-302026-07-09

SCHW SCHWAB CHARLES CORP3.8K shares-82.43%2026-06-302026-07-09

IVW ISHARES TR2.4K shares2.23%2026-06-302026-07-09

ET ENERGY TRANSFER L P16.4K shares0.00%2026-06-302026-07-09

VEGASHARES ETF TRUS VEGASHARES ETF TRUS12.3K sharesnew addition2026-06-302026-07-09

MUNI PIMCO ETF TR5.7K shares12.70%2026-06-302026-07-09

Sponsored

RAAX VANECK ETF TRUST7.5K shares2.98%2026-06-302026-07-09

GMOM CAMBRIA ETF TR8.1K shares0.00%2026-06-302026-07-09

SPAB SPDR SERIES TRUST11.3K shares-12.46%2026-06-302026-07-09

VBK VANGUARD INDEX FDS787 shares-8.70%2026-06-302026-07-09

RSBT TIDAL TRUST II15.1K shares-1.83%2026-06-302026-07-09

ISHARES TR ISHARES TR380 shares0.26%2026-06-302026-07-09

XLG INVESCO EXCHANGE TRADED FD T4.6K shares0.00%2026-06-302026-07-09

WORLD GOLD TR WORLD GOLD TR3.4K shares1.80%2026-06-302026-07-09

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T3.0K sharesnew addition2026-06-302026-07-09

VGIT VANGUARD SCOTTSDALE FDS4.4K shares11.82%2026-06-302026-07-09

SCHZ SCHWAB STRATEGIC TR11.3K shares17.88%2026-06-302026-07-09

LRCX LAM RESEARCH CORP596 sharesnew addition2026-06-302026-07-09

SPSM SPDR SERIES TRUST4.5K shares3.33%2026-06-302026-07-09

ORACLE CORP ORACLE CORP1.8K shares1.04%2026-06-302026-07-09

DORIAN LPG LTD DORIAN LPG LTD7.3K shares0.00%2026-06-302026-07-09

QMOM EA SERIES TRUST3.2K shares0.00%2026-06-302026-07-09

Sponsored

MEAR ISHARES U S ETF TR5.0K sharesnew addition2026-06-302026-07-09

SMMV ISHARES TR5.2K shares0.83%2026-06-302026-07-09

EWJ ISHARES INC2.6K shares-21.19%2026-06-302026-07-09

QLTA ISHARES TR5.0K shares-3.86%2026-06-302026-07-09

IWM ISHARES TR766 shares-29.01%2026-06-302026-07-09

SMH VANECK ETF TRUST349 sharesnew addition2026-06-302026-07-09

RSBA TIDAL TRUST II10.8K shares-2.89%2026-06-302026-07-09

FV FIRST TR EXCHANGE TRADED FD3.0K sharesnew addition2026-06-302026-07-09

Sponsored

BAI BLACKROCK ETF TRUST4.3K sharesnew addition2026-06-302026-07-09

IEF ISHARES TR2.3K sharesnew addition2026-06-302026-07-09

EFV ISHARES TR2.8K shares2.16%2026-06-302026-07-09

LMT LOCKHEED MARTIN CORP417 shares0.72%2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS3.0K sharesnew addition2026-06-302026-07-09

GWW WW GRAINGER INC155 sharesnew addition2026-06-302026-07-09

AXP AMERICAN EXPRESS CO620 sharesnew addition2026-06-302026-07-09

RSSX TIDAL TRUST II9.1K sharesnew addition2026-06-302026-07-09

Sponsored

SCHF SCHWAB STRATEGIC TR7.5K sharesnew addition2026-06-302026-07-09

VLU SPDR SERIES TRUST870 sharesnew addition2026-06-302026-07-09

SPTM

SPDR SERIES TRUST

46.41%

Shares2.2M

Event2026-06-30

Filed2026-07-09

ISHARES TR

-49.34%

Shares352.3K

Event2026-06-30

Filed2026-07-09

NTSX

WISDOMTREE TR

1.94%

Shares518.2K

Event2026-06-30

Filed2026-07-09

VXUS

VANGUARD STAR FDS

3.42%

Shares334.7K

Event2026-06-30

Filed2026-07-09

RSSB

TIDAL TRUST II

1.34%

Shares432.6K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

-9.69%

Shares35.3K

Event2026-06-30

Filed2026-07-09

NTSI

WISDOMTREE TR

8.71%

Shares258.5K

Event2026-06-30

Filed2026-07-09

DBMF

LITMAN GREGORY FDS TR

5.92%

Shares335.7K

Event2026-06-30

Filed2026-07-09

MTUM

ISHARES TR

3.80%

Shares26.4K

Event2026-06-30

Filed2026-07-09

DGRO

ISHARES TR

5.46%

Shares115.3K

Event2026-06-30

Filed2026-07-09

SPMO

INVESCO EXCH TRADED FD TR II

5.58%

Shares51.0K

Event2026-06-30

Filed2026-07-09

BIL

SPDR SERIES TRUST

-4.86%

Shares80.0K

Event2026-06-30

Filed2026-07-09

MMTM

SPDR SERIES TRUST

-0.82%

Shares21.6K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

314.82%

Shares9.7K

Event2026-06-30

Filed2026-07-09

SPBC

SIMPLIFY EXCHANGE TRADED FUN

2.94%

Shares130.9K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.16%

Shares10.8K

Event2026-06-30

Filed2026-07-09

RSST

TIDAL TRUST II

5.03%

Shares155.8K

Event2026-06-30

Filed2026-07-09

UNP

UNION PAC CORP

-0.01%

Shares18.3K

Event2026-06-30

Filed2026-07-09

IUS

INVESCO EXCH TRD SLF IDX FD

1.70%

Shares75.8K

Event2026-06-30

Filed2026-07-09

VEU

VANGUARD INTL EQUITY INDEX F

3.97%

Shares58.1K

Event2026-06-30

Filed2026-07-09

BIV

VANGUARD BD INDEX FDS

11.96%

Shares57.7K

Event2026-06-30

Filed2026-07-09

IDMO

INVESCO EXCH TRADED FD TR II

4.38%

Shares68.6K

Event2026-06-30

Filed2026-07-09

DFGP

DIMENSIONAL ETF TRUST

14.49%

Shares75.1K

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD TR

-1.03%

Shares11.1K

Event2026-06-30

Filed2026-07-09

SCZ

ISHARES TR

-20.30%

Shares46.6K

Event2026-06-30

Filed2026-07-09

PGRO

PUTNAM ETF TRUST

-0.79%

Shares74.1K

Event2026-06-30

Filed2026-07-09

SSO

PROSHARES TR

2.38%

Shares51.2K

Event2026-06-30

Filed2026-07-09

QPX

ADVISORSHARES TR

0.73%

Shares65.2K

Event2026-06-30

Filed2026-07-09

IQLT

ISHARES TR

0.92%

Shares63.9K

Event2026-06-30

Filed2026-07-09

MUB

ISHARES TR

19.88%

Shares29.1K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

8.74%

Shares8.2K

Event2026-06-30

Filed2026-07-09

VSDM

VANGUARD MUN BD FDS

17.47%

Shares38.3K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

-0.09%

Shares8.2K

Event2026-06-30

Filed2026-07-09

IUSB

ISHARES TR

6.65%

Shares61.7K

Event2026-06-30

Filed2026-07-09

VXF

VANGUARD INDEX FDS

34.37%

Shares11.3K

Event2026-06-30

Filed2026-07-09

FBND

FIDELITY MERRIMACK STR TR

6.24%

Shares60.4K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

4.66%

Shares3.6K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-25.66%

Shares9.1K

Event2026-06-30

Filed2026-07-09

NTSE

WISDOMTREE TR

3.30%

Shares53.0K

Event2026-06-30

Filed2026-07-09

VIGI

VANGUARD WHITEHALL FDS

13.93%

Shares26.4K

Event2026-06-30

Filed2026-07-09

TFLO

ISHARES TR

-5.99%

Shares47.2K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

118.76%

Shares10.0K

Event2026-06-30

Filed2026-07-09

CTAP

SIMPLIFY EXCHANGE TRADED FUN

14.50%

Shares87.9K

Event2026-06-30

Filed2026-07-09

IMTM

ISHARES TR

4.94%

Shares40.9K

Event2026-06-30

Filed2026-07-09

BNDW

VANGUARD SCOTTSDALE FDS

-0.89%

Shares31.1K

Event2026-06-30

Filed2026-07-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

486.17%

Shares4.4K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

-9.76%

Shares18.4K

Event2026-06-30

Filed2026-07-09

VISA INC

9.17%

Shares6.0K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

214.00%

Shares3.6K

Event2026-06-30

Filed2026-07-09

CGDV

CAPITAL GROUP DIVIDEND VALUE

11.03%

Shares40.8K

Event2026-06-30

Filed2026-07-09

CTA

SIMPLIFY EXCHANGE TRADED FUN

1.47%

Shares77.6K

Event2026-06-30

Filed2026-07-09

JMOM

J P MORGAN EXCHANGE TRADED F

-5.01%

Shares23.3K

Event2026-06-30

Filed2026-07-09

VANECK ETF TRUST

2.07%

Shares26.1K

Event2026-06-30

Filed2026-07-09

COF

CAPITAL ONE FINL CORP

645.78%

Shares9.7K

Event2026-06-30

Filed2026-07-09

GAA

CAMBRIA ETF TR

-5.05%

Shares56.0K

Event2026-06-30

Filed2026-07-09

MASTERCARD INCORPORATED

10.77%

Shares3.7K

Event2026-06-30

Filed2026-07-09

NEAR

ISHARES U S ETF TR

-4.11%

Shares35.8K

Event2026-06-30

Filed2026-07-09

IVE

ISHARES TR

1.29%

Shares7.6K

Event2026-06-30

Filed2026-07-09

SBAR

SIMPLIFY EXCHANGE TRADED FUN

15.32%

Shares66.4K

Event2026-06-30

Filed2026-07-09

CGGO

CAPITAL GROUP GBL GROWTH EQT

0.24%

Shares38.4K

Event2026-06-30

Filed2026-07-09

SLV

ISHARES SILVER TR

-1.42%

Shares29.8K

Event2026-06-30

Filed2026-07-09

RSP

INVESCO EXCHANGE TRADED FD T

11.27%

Shares7.4K

Event2026-06-30

Filed2026-07-09

TLT

ISHARES TR

-66.55%

Shares18.1K

Event2026-06-30

Filed2026-07-09

ORLY

OREILLY AUTOMOTIVE INC

84.31%

Shares16.0K

Event2026-06-30

Filed2026-07-09

ILF

ISHARES TR

12.95%

Shares43.3K

Event2026-06-30

Filed2026-07-09

DFUS

DIMENSIONAL ETF TRUST

-0.59%

Shares17.8K

Event2026-06-30

Filed2026-07-09

ACWV

ISHARES INC

-4.81%

Shares12.0K

Event2026-06-30

Filed2026-07-09

UGA

UNITED STS GASOLINE FD LP

-21.68%

Shares13.9K

Event2026-06-30

Filed2026-07-09

CGGR

CAPITAL GROUP GROWTH ETF

-0.83%

Shares29.2K

Event2026-06-30

Filed2026-07-09

GBTC

GRAYSCALE BITCOIN TRUST ETF

11.83%

Shares28.4K

Event2026-06-30

Filed2026-07-09

SPDR SERIES TRUST

2.34%

Shares14.4K

Event2026-06-30

Filed2026-07-09

USO

UNITED STS OIL FD LP

New

Shares11.1K

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES INC

-19.47%

Shares14.1K

Event2026-06-30

Filed2026-07-09

APPLIED MATLS INC

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-09

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares18.7K

Event2026-06-30

Filed2026-07-09

DELL

DELL TECHNOLOGIES INC

-8.30%

Shares2.2K

Event2026-06-30

Filed2026-07-09

BOXX

EA SERIES TRUST

-26.42%

Shares7.9K

Event2026-06-30

Filed2026-07-09

SPDW

SPDR INDEX SHS FDS

0.89%

Shares18.3K

Event2026-06-30

Filed2026-07-09

ITOT

ISHARES TR

-33.80%

Shares5.5K

Event2026-06-30

Filed2026-07-09

SGOV

ISHARES TR

-7.07%

Shares8.4K

Event2026-06-30

Filed2026-07-09

DIVI

FRANKLIN TEMPLETON ETF TR

New

Shares18.9K

Event2026-06-30

Filed2026-07-09

DFAS

DIMENSIONAL ETF TRUST

-0.86%

Shares8.9K

Event2026-06-30

Filed2026-07-09

IJJ

ISHARES TR

4.32%

Shares4.8K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

1.69%

Shares3.5K

Event2026-06-30

Filed2026-07-09

USMV

ISHARES TR

2.35%

Shares7.0K

Event2026-06-30

Filed2026-07-09

PDBC

INVESCO ACTVELY MNGD ETC FD

-16.01%

Shares41.7K

Event2026-06-30

Filed2026-07-09

SPGM

SPDR INDEX SHS FDS

0.28%

Shares7.4K

Event2026-06-30

Filed2026-07-09

FLOT

ISHARES TR

-7.93%

Shares12.1K

Event2026-06-30

Filed2026-07-09

GDLC

GRAYSCALE COINDESK CRYPTO

New

Shares20.9K

Event2026-06-30

Filed2026-07-09

USFR

WISDOMTREE TR

-6.92%

Shares10.5K

Event2026-06-30

Filed2026-07-09

JSCP

J P MORGAN EXCHANGE TRADED F

0.97%

Shares10.7K

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO

3.04%

Shares3.4K

Event2026-06-30

Filed2026-07-09

ABBVIE INC

5.72%

Shares1.9K

Event2026-06-30

Filed2026-07-09

FEGE

RBB FUND TRUST

17.81%

Shares9.4K

Event2026-06-30

Filed2026-07-09

IJR

ISHARES TR

-46.13%

Shares3.1K

Event2026-06-30

Filed2026-07-09

CGUS

CAPITAL GROUP CORE EQUITY ET

New

Shares9.3K

Event2026-06-30

Filed2026-07-09

VFQY

VANGUARD WELLINGTON FD

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

-61.90%

Shares944

Event2026-06-30

Filed2026-07-09

ANET

ARISTA NETWORKS INC

2.32%

Shares2.3K

Event2026-06-30

Filed2026-07-09

SPVU

INVESCO EXCH TRADED FD TR II

-30.87%

Shares5.5K

Event2026-06-30

Filed2026-07-09

DYNF

BLACKROCK ETF TRUST

-1.20%

Shares5.5K

Event2026-06-30

Filed2026-07-09

SPEM

SPDR INDEX SHS FDS

2.31%

Shares7.1K

Event2026-06-30

Filed2026-07-09

WFC

WELLS FARGO & CO

-2.26%

Shares4.4K

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

4.32%

Shares483

Event2026-06-30

Filed2026-07-09

CGBL

CAPITAL GROUP CORE BALANCED

New

Shares9.5K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

-1.96%

Shares1.0K

Event2026-06-30

Filed2026-07-09

CGDG

CAPITAL GROUP DIVIDEND GROWE

New

Shares9.4K

Event2026-06-30

Filed2026-07-09

SCHW

SCHWAB CHARLES CORP

-82.43%

Shares3.8K

Event2026-06-30

Filed2026-07-09

IVW

ISHARES TR

2.23%

Shares2.4K

Event2026-06-30

Filed2026-07-09

ENERGY TRANSFER L P

0.00%

Shares16.4K

Event2026-06-30

Filed2026-07-09

VEGASHARES ETF TRUS

New

Shares12.3K

Event2026-06-30

Filed2026-07-09

MUNI

PIMCO ETF TR

12.70%

Shares5.7K

Event2026-06-30

Filed2026-07-09

RAAX

VANECK ETF TRUST

2.98%

Shares7.5K

Event2026-06-30

Filed2026-07-09

GMOM

CAMBRIA ETF TR

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-09

SPAB

SPDR SERIES TRUST

-12.46%

Shares11.3K

Event2026-06-30

Filed2026-07-09

VBK

VANGUARD INDEX FDS

-8.70%

Shares787

Event2026-06-30

Filed2026-07-09

RSBT

TIDAL TRUST II

-1.83%

Shares15.1K

Event2026-06-30

Filed2026-07-09

ISHARES TR

0.26%

Shares380

Event2026-06-30

Filed2026-07-09

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-09

WORLD GOLD TR

1.80%

Shares3.4K

Event2026-06-30

Filed2026-07-09

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares3.0K

Event2026-06-30

Filed2026-07-09

VGIT

VANGUARD SCOTTSDALE FDS

11.82%

Shares4.4K

Event2026-06-30

Filed2026-07-09

SCHZ

SCHWAB STRATEGIC TR

17.88%

Shares11.3K

Event2026-06-30

Filed2026-07-09

LRCX

LAM RESEARCH CORP

New

Shares596

Event2026-06-30

Filed2026-07-09

SPSM

SPDR SERIES TRUST

3.33%

Shares4.5K

Event2026-06-30

Filed2026-07-09

ORACLE CORP

1.04%

Shares1.8K

Event2026-06-30

Filed2026-07-09

DORIAN LPG LTD

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-09

QMOM

EA SERIES TRUST

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-09

MEAR

ISHARES U S ETF TR

New

Shares5.0K

Event2026-06-30

Filed2026-07-09

SMMV

ISHARES TR

0.83%

Shares5.2K

Event2026-06-30

Filed2026-07-09

EWJ

ISHARES INC

-21.19%

Shares2.6K

Event2026-06-30

Filed2026-07-09

QLTA

ISHARES TR

-3.86%

Shares5.0K

Event2026-06-30

Filed2026-07-09

IWM

ISHARES TR

-29.01%

Shares766

Event2026-06-30

Filed2026-07-09

SMH

VANECK ETF TRUST

New

Shares349

Event2026-06-30

Filed2026-07-09

RSBA

TIDAL TRUST II

-2.89%

Shares10.8K

Event2026-06-30

Filed2026-07-09

FIRST TR EXCHANGE TRADED FD

New

Shares3.0K

Event2026-06-30

Filed2026-07-09

BAI

BLACKROCK ETF TRUST

New

Shares4.3K

Event2026-06-30

Filed2026-07-09

IEF

ISHARES TR

New

Shares2.3K

Event2026-06-30

Filed2026-07-09

EFV

ISHARES TR

2.16%

Shares2.8K

Event2026-06-30

Filed2026-07-09

LMT

LOCKHEED MARTIN CORP

0.72%

Shares417

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

New

Shares3.0K

Event2026-06-30

Filed2026-07-09

GWW

WW GRAINGER INC

New

Shares155

Event2026-06-30

Filed2026-07-09

AXP

AMERICAN EXPRESS CO

New

Shares620

Event2026-06-30

Filed2026-07-09

RSSX

TIDAL TRUST II

New

Shares9.1K

Event2026-06-30

Filed2026-07-09

SCHF

SCHWAB STRATEGIC TR

New

Shares7.5K

Event2026-06-30

Filed2026-07-09

VLU

SPDR SERIES TRUST

New

Shares870

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available