Sponsored
The Analysis of RDA Financial Network's Holdings & P&L
Currently, RDA Financial Network holds 284 types of securities in its portfolio with a total value $458.7M. In the most recent quarter, they have increased their positions in ASML (+1.8K shares, valued at $3.6M), N/A (+4.8K shares, valued at $2.7M), N/A (+264.5K shares, valued at $2.5M); decreased their positions in MU (-3.2K shares, valued at $3.7M), N/A (-18.5K shares, valued at $1.8M), GOOGL (-4.8K shares, valued at $1.7M); initiated new positions in N/A (+264.5K shares, valued at $2.5M), LRCX (+5.5K shares, valued at $2.4M), MCD (+5.8K shares, valued at $1.6M).
1M P&L
+4.3M+1.25%
3M P&L
+2.9M+0.85%
HY P&L
+3.5M+1.03%
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/A191.4M
51.3%
2Semiconductors34.5M
9.2%
3Internet Content & Information18.5M
5.0%
Top Industries by Stock Count
1N/A149 stocks
60.8%
2Semiconductors7 stocks
2.9%
3Drug Manufacturers - General6 stocks
2.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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NVDA
10.37%NVIDIA CORPORATION
Shares98.6K
Event2026-06-30
Filed2026-07-06
GOOGL
-9.76%ALPHABET INC
Shares44.3K
Event2026-06-30
Filed2026-07-06
BROADCOM INC
-3.09%BROADCOM INC
Shares40.0K
Event2026-06-30
Filed2026-07-06
MSFT
12.72%MICROSOFT CORP
Shares36.1K
Event2026-06-30
Filed2026-07-06
AMZN
0.73%AMAZON COM INC
Shares55.7K
Event2026-06-30
Filed2026-07-06
QQQ
-1.33%INVESCO QQQ TR
Shares17.8K
Event2026-06-30
Filed2026-07-06
AAPL
-3.05%APPLE INC
Shares44.4K
Event2026-06-30
Filed2026-07-06
META PLATFORMS INC
33.85%META PLATFORMS INC
Shares18.9K
Event2026-06-30
Filed2026-07-06
JPMORGAN CHASE & CO
0.67%JPMORGAN CHASE & CO
Shares30.0K
Event2026-06-30
Filed2026-07-06
VYM
0.10%VANGUARD WHITEHALL FDS
Shares61.6K
Event2026-06-30
Filed2026-07-06
VISA INC
11.63%VISA INC
Shares27.6K
Event2026-06-30
Filed2026-07-06
ASML
89.89%ASML HLDG NV
Shares3.8K
Event2026-06-30
Filed2026-07-06
TSM
-14.77%TAIWAN SEMICONDUCTOR MANUFAC
Shares13.9K
Event2026-06-30
Filed2026-07-06
FBND
10.39%FIDELITY MERRIMACK STR TR
Shares128.8K
Event2026-06-30
Filed2026-07-06
MU
-39.77%MICRON TECHNOLOGY INC
Shares4.8K
Event2026-06-30
Filed2026-07-06
PVAL
8.47%PUTNAM ETF TRUST
Shares107.9K
Event2026-06-30
Filed2026-07-06
LLY
40.19%ELI LILLY & CO
Shares4.5K
Event2026-06-30
Filed2026-07-06
IJH
1.63%ISHARES TR
Shares68.4K
Event2026-06-30
Filed2026-07-06
ANET
57.39%ARISTA NETWORKS INC
Shares31.0K
Event2026-06-30
Filed2026-07-06
SPYG
2.37%SPDR SERIES TRUST
Shares44.2K
Event2026-06-30
Filed2026-07-06
RECS
3.65%COLUMBIA ETF TR I
Shares108.5K
Event2026-06-30
Filed2026-07-06
BRK.B
1.05%BERKSHIRE HATHAWAY INC DEL
Shares9.3K
Event2026-06-30
Filed2026-07-06
JEPI
1.63%J P MORGAN EXCHANGE TRADED F
Shares78.8K
Event2026-06-30
Filed2026-07-06
SPDR SERIES TRUST
76.29%SPDR SERIES TRUST
Shares50.6K
Event2026-06-30
Filed2026-07-06
JAAA
12.03%JANUS DETROIT STR TR
Shares86.6K
Event2026-06-30
Filed2026-07-06
WMT
-4.82%WALMART INC
Shares37.2K
Event2026-06-30
Filed2026-07-06
VRTX
17.21%VERTEX PHARMACEUTICALS INC
Shares8.4K
Event2026-06-30
Filed2026-07-06
COSTCO WHOLESALE CORPORATION
-3.68%COSTCO WHOLESALE CORPORATION
Shares4.3K
Event2026-06-30
Filed2026-07-06
CLOUDFLARE INC
8.19%CLOUDFLARE INC
Shares16.4K
Event2026-06-30
Filed2026-07-06
BIL
19.20%SPDR SERIES TRUST
Shares40.8K
Event2026-06-30
Filed2026-07-06
DNP
24.61%DNP SELECT INCOME FD INC
Shares344.8K
Event2026-06-30
Filed2026-07-06
MOAT
0.43%VANECK ETF TRUST
Shares35.4K
Event2026-06-30
Filed2026-07-06
ACWI
2.44%ISHARES TR
Shares23.2K
Event2026-06-30
Filed2026-07-06
IDMO
6.11%INVESCO EXCH TRADED FD TR II
Shares60.2K
Event2026-06-30
Filed2026-07-06
XLF
-3.37%SELECT SECTOR SPDR TR
Shares63.2K
Event2026-06-30
Filed2026-07-06
ISRG
18.57%INTUITIVE SURGICAL INC
Shares8.5K
Event2026-06-30
Filed2026-07-06
AVUV
3.18%AMERICAN CENTY ETF TR
Shares26.7K
Event2026-06-30
Filed2026-07-06
XLK
-8.64%SELECT SECTOR SPDR TR
Shares16.8K
Event2026-06-30
Filed2026-07-06
BDYN
5.67%BLACKROCK ETF TRUST
Shares113.2K
Event2026-06-30
Filed2026-07-06
QQQM
2.29%INVESCO EXCH TRADED FD TR II
Shares9.8K
Event2026-06-30
Filed2026-07-06
GE
-0.48%GE AEROSPACE
Shares7.6K
Event2026-06-30
Filed2026-07-06
IUSB
82.96%ISHARES TR
Shares60.6K
Event2026-06-30
Filed2026-07-06
GOOG
-6.29%ALPHABET INC
Shares7.7K
Event2026-06-30
Filed2026-07-06
ELV
-1.00%ELEVANCE HEALTH INC FORMERLY
Shares6.9K
Event2026-06-30
Filed2026-07-06
OUNZ
7.77%VANECK MERK GOLD ETF
Shares68.4K
Event2026-06-30
Filed2026-07-06
VANGUARD INDEX FDS
2.46%VANGUARD INDEX FDS
Shares7.1K
Event2026-06-30
Filed2026-07-06
QYLD
2.08%GLOBAL X FDS
Shares141.2K
Event2026-06-30
Filed2026-07-06
CROWDSTRIKE HLDGS INC
-5.36%CROWDSTRIKE HLDGS INC
Shares3.4K
Event2026-06-30
Filed2026-07-06
SCHD
0.75%SCHWAB STRATEGIC TR
Shares78.7K
Event2026-06-30
Filed2026-07-06
HORIZON FDS
NewHORIZON FDS
Shares264.5K
Event2026-06-30
Filed2026-07-06
WASTE MGMT INC DEL
26.02%WASTE MGMT INC DEL
Shares11.0K
Event2026-06-30
Filed2026-07-06
LRCX
NewLAM RESEARCH CORP
Shares5.5K
Event2026-06-30
Filed2026-07-06
SCHZ
12.73%SCHWAB STRATEGIC TR
Shares96.4K
Event2026-06-30
Filed2026-07-06
WELL
-12.28%WELLTOWER INC
Shares9.6K
Event2026-06-30
Filed2026-07-06
BDVL
4.25%BLACKROCK ETF TRUST
Shares79.9K
Event2026-06-30
Filed2026-07-06
AXON
-3.39%AXON ENTERPRISE INC
Shares3.6K
Event2026-06-30
Filed2026-07-06
MASTERCARD INCORPORATED
-0.05%MASTERCARD INCORPORATED
Shares3.8K
Event2026-06-30
Filed2026-07-06
DYNF
8.66%BLACKROCK ETF TRUST
Shares28.5K
Event2026-06-30
Filed2026-07-06
SCHG
6.60%SCHWAB STRATEGIC TR
Shares56.8K
Event2026-06-30
Filed2026-07-06
HDV
397.03%ISHARES TR
Shares69.8K
Event2026-06-30
Filed2026-07-06
VHT
-0.19%VANGUARD WORLD FD
Shares6.3K
Event2026-06-30
Filed2026-07-06
TJX
9.42%TJX COS INC NEW
Shares12.2K
Event2026-06-30
Filed2026-07-06
IJR
-0.48%ISHARES TR
Shares12.4K
Event2026-06-30
Filed2026-07-06
DIVO
-7.75%AMPLIFY ETF TR
Shares39.6K
Event2026-06-30
Filed2026-07-06
EDIV
4.61%SPDR INDEX SHS FDS
Shares42.6K
Event2026-06-30
Filed2026-07-06
PGR
2.22%PROGRESSIVE CORP
Shares7.7K
Event2026-06-30
Filed2026-07-06
VTV
-0.72%VANGUARD INDEX FDS
Shares7.7K
Event2026-06-30
Filed2026-07-06
PFE
-0.83%PFIZER INC
Shares69.5K
Event2026-06-30
Filed2026-07-06
MBB
8.83%ISHARES TR
Shares17.1K
Event2026-06-30
Filed2026-07-06
RSP
-15.02%INVESCO EXCHANGE TRADED FD T
Shares7.5K
Event2026-06-30
Filed2026-07-06
VIG
4.23%VANGUARD SPECIALIZED FUNDS
Shares6.7K
Event2026-06-30
Filed2026-07-06
MCD
NewMCDONALDS CORP
Shares5.8K
Event2026-06-30
Filed2026-07-06
VEA
6.82%VANGUARD TAX-MANAGED FDS
Shares21.9K
Event2026-06-30
Filed2026-07-06
HYT
-0.19%BLACKROCK CORPOR HI YLD FD I
Shares182.0K
Event2026-06-30
Filed2026-07-06
PYLD
10.59%PIMCO ETF TR
Shares57.3K
Event2026-06-30
Filed2026-07-06
TDG
-6.84%TRANSDIGM GROUP INC
Shares1.1K
Event2026-06-30
Filed2026-07-06
ACWX
40.74%ISHARES TR
Shares19.6K
Event2026-06-30
Filed2026-07-06
SNPS
NewSYNOPSYS INC
Shares3.3K
Event2026-06-30
Filed2026-07-06
SERVICENOW INC
18.10%SERVICENOW INC
Shares14.4K
Event2026-06-30
Filed2026-07-06
ARES CAPITAL CORP
0.49%ARES CAPITAL CORP
Shares76.6K
Event2026-06-30
Filed2026-07-06
BINC
-26.56%BLACKROCK ETF TRUST II
Shares26.6K
Event2026-06-30
Filed2026-07-06
JNJ
-1.06%JOHNSON & JOHNSON
Shares5.3K
Event2026-06-30
Filed2026-07-06
SPHD
-1.41%INVESCO EXCH TRADED FD TR II
Shares26.5K
Event2026-06-30
Filed2026-07-06
GOVT
16.51%ISHARES TR
Shares56.7K
Event2026-06-30
Filed2026-07-06
SOXX
-13.37%ISHARES TR
Shares2.0K
Event2026-06-30
Filed2026-07-06
CORO
8.83%BLACKROCK ETF TRUST
Shares34.1K
Event2026-06-30
Filed2026-07-06
STIP
-4.89%ISHARES TR
Shares12.2K
Event2026-06-30
Filed2026-07-06
ROP
1.42%ROPER TECHNOLOGIES INC
Shares3.6K
Event2026-06-30
Filed2026-07-06
MPWR
-33.51%MONOLITHIC PWR SYS INC
Shares889
Event2026-06-30
Filed2026-07-06
AOM
0.21%ISHARES TR
Shares24.3K
Event2026-06-30
Filed2026-07-06
VZ
2.78%VERIZON COMMUNICATIONS INC
Shares28.6K
Event2026-06-30
Filed2026-07-06
BX
0.13%BLACKSTONE INC
Shares9.8K
Event2026-06-30
Filed2026-07-06
INTU
42.57%INTUIT
Shares4.4K
Event2026-06-30
Filed2026-07-06
TSLA
105.87%TESLA INC
Shares2.7K
Event2026-06-30
Filed2026-07-06
SHY
15.37%ISHARES TR
Shares13.1K
Event2026-06-30
Filed2026-07-06
BAI
-13.64%BLACKROCK ETF TRUST
Shares20.3K
Event2026-06-30
Filed2026-07-06
XLP
0.01%SELECT SECTOR SPDR TR
Shares12.8K
Event2026-06-30
Filed2026-07-06
FPX
-0.50%FIRST TR EXCHANGE-TRADED FD
Shares5.0K
Event2026-06-30
Filed2026-07-06
SMH
-13.61%VANECK ETF TRUST
Shares1.6K
Event2026-06-30
Filed2026-07-06
SWAN
-3.32%AMPLIFY ETF TR
Shares30.2K
Event2026-06-30
Filed2026-07-06
FLOT
38.24%ISHARES TR
Shares19.5K
Event2026-06-30
Filed2026-07-06
O
-3.61%REALTY INCOME CORP
Shares16.0K
Event2026-06-30
Filed2026-07-06
XTEN
-32.90%BONDBLOXX ETF TRUST
Shares21.5K
Event2026-06-30
Filed2026-07-06
ISHARES TR
18.20%ISHARES TR
Shares1.3K
Event2026-06-30
Filed2026-07-06
SPYD
-1.14%SPDR SERIES TRUST
Shares19.1K
Event2026-06-30
Filed2026-07-06
BLACKROCK ETF TRUST
NewBLACKROCK ETF TRUST
Shares35.6K
Event2026-06-30
Filed2026-07-06
ITB
0.81%ISHARES TR
Shares8.7K
Event2026-06-30
Filed2026-07-06
BAC
-2.20%BANK OF AMER CORP
Shares15.8K
Event2026-06-30
Filed2026-07-06
GEV
5.11%GE VERNOVA INC
Shares761
Event2026-06-30
Filed2026-07-06
SPMO
-28.94%INVESCO EXCH TRADED FD TR II
Shares5.5K
Event2026-06-30
Filed2026-07-06
VV
0.91%VANGUARD INDEX FDS
Shares2.5K
Event2026-06-30
Filed2026-07-06
MTUM
NewISHARES TR
Shares2.5K
Event2026-06-30
Filed2026-07-06
SPHQ
NewINVESCO EXCHANGE TRADED FD T
Shares9.6K
Event2026-06-30
Filed2026-07-06
OKE
0.06%ONEOK INC NEW
Shares9.9K
Event2026-06-30
Filed2026-07-06
SPYV
5.58%SPDR SERIES TRUST
Shares14.2K
Event2026-06-30
Filed2026-07-06
BLACKROCK ETF TRUST
NewBLACKROCK ETF TRUST
Shares30.6K
Event2026-06-30
Filed2026-07-06
BLCR
21.67%BLACKROCK ETF TRUST
Shares16.3K
Event2026-06-30
Filed2026-07-06
ABBVIE INC
0.97%ABBVIE INC
Shares3.1K
Event2026-06-30
Filed2026-07-06
BLACKROCK ETF TRUST II
NewBLACKROCK ETF TRUST II
Shares15.6K
Event2026-06-30
Filed2026-07-06
STATE STR SPDR S&P 500 ETF T
0.48%STATE STR SPDR S&P 500 ETF T
Shares1.0K
Event2026-06-30
Filed2026-07-06
SPIB
-11.96%SPDR SERIES TRUST
Shares23.2K
Event2026-06-30
Filed2026-07-06
SGOV
1.24%ISHARES TR
Shares7.6K
Event2026-06-30
Filed2026-07-06
LQD
-6.45%ISHARES TR
Shares7.0K
Event2026-06-30
Filed2026-07-06
EPD
1.97%ENTERPRISE PRODS PARTNERS L
Shares20.7K
Event2026-06-30
Filed2026-07-06
AOK
0.01%ISHARES TR
Shares18.2K
Event2026-06-30
Filed2026-07-06
REGL
12.95%PROSHARES TR
Shares8.2K
Event2026-06-30
Filed2026-07-06
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares1
Event2026-06-30
Filed2026-07-06
DUK
-69.58%DUKE ENERGY CORP NEW
Shares5.8K
Event2026-06-30
Filed2026-07-06
IWM
-3.70%ISHARES TR
Shares2.4K
Event2026-06-30
Filed2026-07-06
CISCO SYS INC
-32.04%CISCO SYS INC
Shares6.1K
Event2026-06-30
Filed2026-07-06
EXXON MOBIL CORP
-2.85%EXXON MOBIL CORP
Shares5.2K
Event2026-06-30
Filed2026-07-06
KMI
-34.91%KINDER MORGAN INC DEL
Shares22.2K
Event2026-06-30
Filed2026-07-06
BALI
NewBLACKROCK ETF TRUST
Shares20.9K
Event2026-06-30
Filed2026-07-06
J P MORGAN EXCHANGE TRADED F
1.47%J P MORGAN EXCHANGE TRADED F
Shares11.4K
Event2026-06-30
Filed2026-07-06
BIIB
-4.00%BIOGEN INC
Shares3.0K
Event2026-06-30
Filed2026-07-06
KBWP
0.00%INVESCO EXCH TRADED FD TR II
Shares5.0K
Event2026-06-30
Filed2026-07-06
MGK
406.65%VANGUARD WORLD FD
Shares7.1K
Event2026-06-30
Filed2026-07-06
XLI
-8.96%SELECT SECTOR SPDR TR
Shares3.3K
Event2026-06-30
Filed2026-07-06
VUG
548.39%VANGUARD INDEX FDS
Shares7.0K
Event2026-06-30
Filed2026-07-06
CVX
-24.41%CHEVRON CORPORATION
Shares3.6K
Event2026-06-30
Filed2026-07-06
AVEM
-37.16%AMERICAN CENTY ETF TR
Shares6.0K
Event2026-06-30
Filed2026-07-06
NLR
14.88%VANECK ETF TRUST
Shares5.0K
Event2026-06-30
Filed2026-07-06
THRO
-29.51%BLACKROCK ETF TRUST
Shares13.4K
Event2026-06-30
Filed2026-07-06
SHLD
41.09%GLOBAL X FDS
Shares9.6K
Event2026-06-30
Filed2026-07-06
VGT
717.30%VANGUARD WORLD FD
Shares4.7K
Event2026-06-30
Filed2026-07-06
USB
0.13%US BANCORP
Shares9.2K
Event2026-06-30
Filed2026-07-06
C
0.00%CITIGROUP INC
Shares3.9K
Event2026-06-30
Filed2026-07-06
XLG
1.74%INVESCO EXCHANGE TRADED FD T
Shares8.9K
Event2026-06-30
Filed2026-07-06
S&P GLOBAL INC
NewS&P GLOBAL INC
Shares1.3K
Event2026-06-30
Filed2026-07-06
AME
1.47%AMETEK INC
Shares2.2K
Event2026-06-30
Filed2026-07-06
MEDTRONIC PLC
10.98%MEDTRONIC PLC
Shares6.8K
Event2026-06-30
Filed2026-07-06
AMD
NewADVANCED MICRO DEVICES INC
Shares917
Event2026-06-30
Filed2026-07-06
SPTM
-2.01%SPDR SERIES TRUST
Shares5.9K
Event2026-06-30
Filed2026-07-06
ISHARES TR
-36.03%ISHARES TR
Shares5.4K
Event2026-06-30
Filed2026-07-06
XLE
86.05%SELECT SECTOR SPDR TR
Shares9.8K
Event2026-06-30
Filed2026-07-06
PWV
0.00%INVESCO EXCHANGE TRADED FD T
Shares6.8K
Event2026-06-30
Filed2026-07-06
GSLC
-4.56%GOLDMAN SACHS ETF TR
Shares3.6K
Event2026-06-30
Filed2026-07-06
PNQI
0.00%INVESCO EXCHANGE TRADED FD T
Shares11.2K
Event2026-06-30
Filed2026-07-06
CASY
3.90%CASEYS GEN STORES INC
Shares639
Event2026-06-30
Filed2026-07-06
VYMI
1.18%VANGUARD WHITEHALL FDS
Shares5.2K
Event2026-06-30
Filed2026-07-06
FPF
-1.87%FIRST TR INTER DURATN PFD &
Shares27.7K
Event2026-06-30
Filed2026-07-06
FTV
-0.78%FORTIVE CORP
Shares8.2K
Event2026-06-30
Filed2026-07-06
GLD
0.00%SPDR GOLD TR
Shares1.4K
Event2026-06-30
Filed2026-07-06
GM
-0.72%GENERAL MTRS CO
Shares6.5K
Event2026-06-30
Filed2026-07-06
ARM
1.16%ARM HOLDINGS PLC
Shares1.4K
Event2026-06-30
Filed2026-07-06
MCO
5.29%MOODYS CORP
Shares1.1K
Event2026-06-30
Filed2026-07-06
PEG
3.58%PUBLIC SVC ENTERPRISE GROUP
Shares6.0K
Event2026-06-30
Filed2026-07-06
GLW
6.91%CORNING INC
Shares1.9K
Event2026-06-30
Filed2026-07-06
AON
2.91%AON PLC
Shares1.5K
Event2026-06-30
Filed2026-07-06
IEUR
-38.91%ISHARES TR
Shares6.4K
Event2026-06-30
Filed2026-07-06
KKR
-71.87%KKR & CO INC
Shares5.2K
Event2026-06-30
Filed2026-07-06
JCPB
7.12%J P MORGAN EXCHANGE TRADED F
Shares10.1K
Event2026-06-30
Filed2026-07-06
XLV
-37.84%SELECT SECTOR SPDR TR
Shares2.9K
Event2026-06-30
Filed2026-07-06
WCN
-0.74%WASTE CONNECTIONS INC
Shares2.8K
Event2026-06-30
Filed2026-07-06
HD
-76.29%HOME DEPOT INC
Shares1.3K
Event2026-06-30
Filed2026-07-06
RSG
2.12%REPUBLIC SVCS INC
Shares2.2K
Event2026-06-30
Filed2026-07-06
DHR
12.86%DANAHER CORP DEL
Shares2.4K
Event2026-06-30
Filed2026-07-06
SPSB
-2.69%SPDR SERIES TRUST
Shares14.9K
Event2026-06-30
Filed2026-07-06
UPS
0.22%UNITED PARCEL SVCS INC
Shares4.1K
Event2026-06-30
Filed2026-07-06
BKR
-13.39%BAKER HUGHES COMPANY
Shares8.0K
Event2026-06-30
Filed2026-07-06
BA
1.65%BOEING CO
Shares2.0K
Event2026-06-30
Filed2026-07-06
DGRO
0.28%ISHARES TR
Shares5.8K
Event2026-06-30
Filed2026-07-06
FEX
-2.44%FIRST TR EXCHANGE-TRADED ALP
Shares3.1K
Event2026-06-30
Filed2026-07-06
KR
-2.59%KROGER CO
Shares7.6K
Event2026-06-30
Filed2026-07-06
IUSV
-27.67%ISHARES TR
Shares3.8K
Event2026-06-30
Filed2026-07-06
DE
74.13%DEERE & CO
Shares653
Event2026-06-30
Filed2026-07-06
WEC
66.51%WEC ENERGY GROUP INC
Shares3.5K
Event2026-06-30
Filed2026-07-06
AOR
-2.26%ISHARES TR
Shares5.8K
Event2026-06-30
Filed2026-07-06
PALANTIR TECHNOLOGIES INC
-21.20%PALANTIR TECHNOLOGIES INC
Shares3.5K
Event2026-06-30
Filed2026-07-06
UNITEDHEALTH GROUP INC
-0.52%UNITEDHEALTH GROUP INC
Shares958
Event2026-06-30
Filed2026-07-06
SCHW
8.23%SCHWAB CHARLES CORP
Shares4.3K
Event2026-06-30
Filed2026-07-06
USRT
0.98%ISHARES TR
Shares5.9K
Event2026-06-30
Filed2026-07-06
SOUTHERN CO
-82.11%SOUTHERN CO
Shares4.0K
Event2026-06-30
Filed2026-07-06
APPLIED MATLS INC
NewAPPLIED MATLS INC
Shares531
Event2026-06-30
Filed2026-07-06
IWS
0.00%ISHARES TR
Shares2.3K
Event2026-06-30
Filed2026-07-06
VWO
-4.81%VANGUARD INTL EQUITY INDEX F
Shares6.2K
Event2026-06-30
Filed2026-07-06
FSEC
77.65%FIDELITY MERRIMACK STR TR
Shares8.5K
Event2026-06-30
Filed2026-07-06
ALPS ETF TR
0.00%ALPS ETF TR
Shares7.1K
Event2026-06-30
Filed2026-07-06
HEDJ
0.00%WISDOMTREE TR
Shares6.4K
Event2026-06-30
Filed2026-07-06
DRSK
-3.03%ETF SER SOLUTIONS
Shares12.5K
Event2026-06-30
Filed2026-07-06
WFC-PL
6.62%WELLS FARGO & CO
Shares306
Event2026-06-30
Filed2026-07-06
T
1.24%AT&T INC
Shares17.1K
Event2026-06-30
Filed2026-07-06
LIN
-1.03%LINDE PLC
Shares675
Event2026-06-30
Filed2026-07-06
EPR
-8.82%EPR PPTYS
Shares6.0K
Event2026-06-30
Filed2026-07-06
VLUE
-14.90%ISHARES TR
Shares1.7K
Event2026-06-30
Filed2026-07-06
LMT
1.93%LOCKHEED MARTIN CORP
Shares685
Event2026-06-30
Filed2026-07-06
ADI
-21.11%ANALOG DEVICES INC
Shares856
Event2026-06-30
Filed2026-07-06
XEL
0.60%XCEL ENERGY INC
Shares4.2K
Event2026-06-30
Filed2026-07-06
SHEL
-0.16%SHELL PLC
Shares4.3K
Event2026-06-30
Filed2026-07-06
UTF
-0.17%COHEN & STEERS INFRASTRUCTUR
Shares12.1K
Event2026-06-30
Filed2026-07-06
FDL
-0.18%FIRST TR EXCHANGE-TRADED FD
Shares6.8K
Event2026-06-30
Filed2026-07-06
COP
13.20%CONOCOPHILLIPS
Shares3.2K
Event2026-06-30
Filed2026-07-06
VOO
-5.39%VANGUARD INDEX FDS
Shares474
Event2026-06-30
Filed2026-07-06
SCHO
NewSCHWAB STRATEGIC TR
Shares13.2K
Event2026-06-30
Filed2026-07-06
VEU
-2.07%VANGUARD INTL EQUITY INDEX F
Shares3.8K
Event2026-06-30
Filed2026-07-06
ORACLE CORP
-2.47%ORACLE CORP
Shares2.1K
Event2026-06-30
Filed2026-07-06
FVD
0.39%FIRST TR EXCHANGE-TRADED FD
Shares6.4K
Event2026-06-30
Filed2026-07-06
PM
-1.83%PHILIP MORRIS INTL INC
Shares1.7K
Event2026-06-30
Filed2026-07-06
ISHARES TR
NewISHARES TR
Shares3.1K
Event2026-06-30
Filed2026-07-06
SEAGATE TECHNOLOGY HLDNGS PL
NewSEAGATE TECHNOLOGY HLDNGS PL
Shares315
Event2026-06-30
Filed2026-07-06
AMGN
2.70%AMGEN INC
Shares836
Event2026-06-30
Filed2026-07-06
SHV
-7.66%ISHARES TR
Shares2.7K
Event2026-06-30
Filed2026-07-06
MAIN
-4.92%MAIN STR CAP CORP
Shares5.8K
Event2026-06-30
Filed2026-07-06
IVW
6.24%ISHARES TR
Shares2.1K
Event2026-06-30
Filed2026-07-06
XLY
-42.30%SELECT SECTOR SPDR TR
Shares2.5K
Event2026-06-30
Filed2026-07-06
CMCSA
20.54%COMCAST CORP NEW
Shares11.8K
Event2026-06-30
Filed2026-07-06
IEF
46.33%ISHARES TR
Shares3.1K
Event2026-06-30
Filed2026-07-06
MLN
-35.99%VANECK ETF TRUST
Shares16.3K
Event2026-06-30
Filed2026-07-06
UTG
-1.05%REAVES UTIL INCOME FD
Shares7.0K
Event2026-06-30
Filed2026-07-06
ETR
-3.99%ENTERGY CORP NEW
Shares2.5K
Event2026-06-30
Filed2026-07-06
IWF
299.65%ISHARES TR
Shares2.3K
Event2026-06-30
Filed2026-07-06
FBT
-3.22%FIRST TR EXCHANGE-TRADED FD
Shares1.1K
Event2026-06-30
Filed2026-07-06
VNQ
10.67%VANGUARD INDEX FDS
Shares2.9K
Event2026-06-30
Filed2026-07-06
BUFR
-14.53%FIRST TR EXCHNG TRADED FD VI
Shares7.7K
Event2026-06-30
Filed2026-07-06
EWJ
9.12%ISHARES INC
Shares3.0K
Event2026-06-30
Filed2026-07-06
SNA
-0.86%SNAP ON INC
Shares690
Event2026-06-30
Filed2026-07-06
FIVA
NewFIDELITY COVINGTON TRUST
Shares7.2K
Event2026-06-30
Filed2026-07-06
PTC
10.85%PTC INC
Shares2.4K
Event2026-06-30
Filed2026-07-06
GBDC
2.82%GOLUB CAP BDC INC
Shares21.2K
Event2026-06-30
Filed2026-07-06
FELG
-5.23%FIDELITY COVINGTON TRUST
Shares6.2K
Event2026-06-30
Filed2026-07-06
WORLD GOLD TR
31.14%WORLD GOLD TR
Shares3.4K
Event2026-06-30
Filed2026-07-06
WFC
4.31%WELLS FARGO & CO
Shares3.2K
Event2026-06-30
Filed2026-07-06
IYR
11.86%ISHARES TR
Shares2.6K
Event2026-06-30
Filed2026-07-06
ONEY
8.24%SPDR SERIES TRUST
Shares2.0K
Event2026-06-30
Filed2026-07-06
TSI
-3.34%TCW STRATEGIC INCOME FD INC
Shares57.8K
Event2026-06-30
Filed2026-07-06
UBER
-10.00%UBER TECHNOLOGIES INC
Shares3.6K
Event2026-06-30
Filed2026-07-06
SNOWFLAKE INC
NewSNOWFLAKE INC
Shares1.0K
Event2026-06-30
Filed2026-07-06
FIXD
-17.26%FIRST TR EXCHNG TRADED FD VI
Shares5.8K
Event2026-06-30
Filed2026-07-06
IGIB
-0.34%ISHARES TR
Shares4.8K
Event2026-06-30
Filed2026-07-06
PG
-69.41%PROCTER & GAMBLE CO
Shares1.7K
Event2026-06-30
Filed2026-07-06
ULTA BEAUTY INC
0.00%ULTA BEAUTY INC
Shares549
Event2026-06-30
Filed2026-07-06
XSLV
7.65%INVESCO EXCH TRADED FD TR II
Shares4.7K
Event2026-06-30
Filed2026-07-06
REZ
-0.35%ISHARES TR
Shares2.6K
Event2026-06-30
Filed2026-07-06
SKYY
NewFIRST TR EXCHANGE-TRADED FD
Shares1.8K
Event2026-06-30
Filed2026-07-06
TIP
-4.25%ISHARES TR
Shares2.2K
Event2026-06-30
Filed2026-07-06
IEMG
-16.20%ISHARES INC
Shares2.9K
Event2026-06-30
Filed2026-07-06
IBB
-2.08%ISHARES TR
Shares1.3K
Event2026-06-30
Filed2026-07-06
HYG
0.00%ISHARES TR
Shares3.0K
Event2026-06-30
Filed2026-07-06
NTRS
NewNORTHERN TR CORP
Shares1.4K
Event2026-06-30
Filed2026-07-06
HR
0.00%HEALTHCARE RLTY TR
Shares11.7K
Event2026-06-30
Filed2026-07-06
XSVN
5.68%BONDBLOXX ETF TRUST
Shares5.0K
Event2026-06-30
Filed2026-07-06
BKNG
2486.27%BOOKING HOLDINGS INC
Shares1.3K
Event2026-06-30
Filed2026-07-06
GILD
-10.72%GILEAD SCIENCES INC
Shares1.9K
Event2026-06-30
Filed2026-07-06
SCHR
NewSCHWAB STRATEGIC TR
Shares9.4K
Event2026-06-30
Filed2026-07-06
CHUBB LIMITED
-0.88%CHUBB LIMITED
Shares677
Event2026-06-30
Filed2026-07-06
VO
296.36%VANGUARD INDEX FDS
Shares2.8K
Event2026-06-30
Filed2026-07-06
SIXG
NewETF SER SOLUTIONS
Shares2.4K
Event2026-06-30
Filed2026-07-06
DELL
NewDELL TECHNOLOGIES INC
Shares525
Event2026-06-30
Filed2026-07-06
MO
1.78%ALTRIA GROUP INC
Shares3.1K
Event2026-06-30
Filed2026-07-06
VONE
NewVANGUARD SCOTTSDALE FDS
Shares660
Event2026-06-30
Filed2026-07-06
FAST
-1.20%FASTENAL CO
Shares4.6K
Event2026-06-30
Filed2026-07-06
TPL
0.20%TEXAS PACIFIC LAND CORPORATI
Shares501
Event2026-06-30
Filed2026-07-06
AIQ
NewGLOBAL X FDS
Shares3.3K
Event2026-06-30
Filed2026-07-06
CSM
NewPROSHARES TR
Shares2.5K
Event2026-06-30
Filed2026-07-06
DOW
11.23%DOW HLDGS INC
Shares7.9K
Event2026-06-30
Filed2026-07-06
JFLI
-2.41%J P MORGAN EXCHANGE TRADED F
Shares4.0K
Event2026-06-30
Filed2026-07-06
DIS
-1.90%DISNEY WALT CO
Shares2.2K
Event2026-06-30
Filed2026-07-06
EMXC
NewISHARES INC
Shares2.1K
Event2026-06-30
Filed2026-07-06
SWK
NewSTANLEY BLACK & DECKER INC
Shares2.2K
Event2026-06-30
Filed2026-07-06
ITM
0.00%VANECK ETF TRUST
Shares4.4K
Event2026-06-30
Filed2026-07-06
FDRR
NewFIDELITY COVINGTON TRUST
Shares3.2K
Event2026-06-30
Filed2026-07-06
ASTRAZENECA PLC
1.40%ASTRAZENECA PLC
Shares1.1K
Event2026-06-30
Filed2026-07-06
FGD
0.00%FIRST TR EXCHANGE-TRADED FD
Shares6.4K
Event2026-06-30
Filed2026-07-06
PGX
-1.50%INVESCO EXCH TRADED FD TR II
Shares18.0K
Event2026-06-30
Filed2026-07-06
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings