Sponsored

The Analysis of SECURED RETIREMENT ADVISORS, LLC's Holdings & P&L

Currently, SECURED RETIREMENT ADVISORS, LLC holds 134 types of securities in its portfolio with a total value $194.9M. In the most recent quarter, they have increased their positions in ADP (+10.5K shares, valued at $2.3M), N/A (+4.0K shares, valued at $2.2M), MCO (+4.9K shares, valued at $2.2M); decreased their positions in GLW (-30.0K shares, valued at $7.7M), MRK (-19.1K shares, valued at $2.5M), GOOGL (-5.2K shares, valued at $1.9M); initiated new positions in ADP (+10.5K shares, valued at $2.3M), MCO (+4.9K shares, valued at $2.2M), CPB (+97.9K shares, valued at $2.2M).

1M P&L

-1.9M-1.28%

3M P&L

+3.2M+2.24%

HY P&L

+10.1M+7.35%

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/A46.6M

28.3%

2Semiconductors11.3M

6.9%

3Consumer Electronics7.1M

4.3%

Top Industries by Stock Count

1N/A34 stocks

29.6%

2Drug Manufacturers - General6 stocks

5.2%

3Aerospace & Defense5 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STRV EA SERIES TRUST179.0K shares-3.78%2026-06-302026-07-16

NVDA NVIDIA CORPORATION36.3K shares-7.83%2026-06-302026-07-16

AAPL APPLE INC24.7K shares-0.16%2026-06-302026-07-16

BOND PIMCO ETF TR57.4K shares-2.23%2026-06-302026-07-16

MSFT MICROSOFT CORP12.5K shares10.45%2026-06-302026-07-16

CISCO SYS INC CISCO SYS INC33.4K shares3.21%2026-06-302026-07-16

GOOGL ALPHABET INC9.3K shares-35.94%2026-06-302026-07-16

CAT CATERPILLAR INC3.0K shares72.99%2026-06-302026-07-16

Sponsored

META PLATFORMS INC META PLATFORMS INC5.6K shares246.03%2026-06-302026-07-16

AMZN AMAZON COM INC12.2K shares-23.11%2026-06-302026-07-16

TSLA TESLA INC6.8K shares-0.60%2026-06-302026-07-16

SPYV SPDR SERIES TRUST46.0K shares-0.01%2026-06-302026-07-16

ABBVIE INC ABBVIE INC10.1K shares466.31%2026-06-302026-07-16

BRK.B BERKSHIRE HATHAWAY INC DEL4.8K shares171.14%2026-06-302026-07-16

BUFR FIRST TR EXCHNG TRADED FD VI64.3K shares-0.35%2026-06-302026-07-16

ADP AUTOMATIC DATA PROCESSING IN10.5K sharesnew addition2026-06-302026-07-16

Sponsored

GLW CORNING INC9.1K shares-76.65%2026-06-302026-07-16

MCO MOODYS CORP4.9K sharesnew addition2026-06-302026-07-16

CPB THE CAMPBELLS COMPANY97.9K sharesnew addition2026-06-302026-07-16

ISHARES TR ISHARES TR22.4K shares-13.26%2026-06-302026-07-16

SYK STRYKER CORPORATION6.9K sharesnew addition2026-06-302026-07-16

VANGUARD INDEX FDS VANGUARD INDEX FDS5.7K shares-3.97%2026-06-302026-07-16

BROADCOM INC BROADCOM INC5.5K shares-20.60%2026-06-302026-07-16

LLY ELI LILLY & CO1.7K shares-9.32%2026-06-302026-07-16

Sponsored

DUK DUKE ENERGY CORP NEW16.4K sharesnew addition2026-06-302026-07-16

AEP AMERICAN ELEC PWR CO INC14.8K sharesnew addition2026-06-302026-07-16

KO COCA COLA CO23.6K shares276.78%2026-06-302026-07-16

LOW LOWES COS INC8.6K sharesnew addition2026-06-302026-07-16

MU MICRON TECHNOLOGY INC1.6K shares-47.00%2026-06-302026-07-16

NEM NEWMONT CORP19.8K shares97.26%2026-06-302026-07-16

GS GOLDMAN SACHS GROUP INC1.8K shares9.15%2026-06-302026-07-16

IEX IDEX CORP7.9K sharesnew addition2026-06-302026-07-16

Sponsored

GNRC GENERAC HLDGS INC6.0K shares-0.49%2026-06-302026-07-16

JPMORGAN CHASE & CO JPMORGAN CHASE & CO5.4K shares-26.35%2026-06-302026-07-16

BPOP POPULAR INC10.7K shares0.30%2026-06-302026-07-16

APH AMPHENOL CORP9.9K sharesnew addition2026-06-302026-07-16

CHUBB LIMITED CHUBB LIMITED5.0K sharesnew addition2026-06-302026-07-16

MS MORGAN STANLEY8.2K sharesnew addition2026-06-302026-07-16

PYLD PIMCO ETF TR63.8K shares37.26%2026-06-302026-07-16

VISA INC VISA INC4.9K shares150.23%2026-06-302026-07-16

Sponsored

JNJ JOHNSON & JOHNSON6.5K shares102.61%2026-06-302026-07-16

COHR COHERENT CORP4.2K shares-33.57%2026-06-302026-07-16

SPYG SPDR SERIES TRUST13.8K shares50.16%2026-06-302026-07-16

LMT LOCKHEED MARTIN CORP3.2K shares-1.06%2026-06-302026-07-16

TEX TEREX CORP NEW22.2K shares0.59%2026-06-302026-07-16

SDVY FIRST TR EXCHANGE TRADED FD36.2K shares-3.47%2026-06-302026-07-16

BK BANK OF NY MELLON CORP10.7K shares-47.20%2026-06-302026-07-16

C CITIGROUP INC11.1K shares-41.27%2026-06-302026-07-16

Sponsored

WMT WALMART INC13.5K shares-29.46%2026-06-302026-07-16

IBM INTERNATIONAL BUSINESS MACHS5.4K shares-49.68%2026-06-302026-07-16

BA BOEING CO6.9K shares0.94%2026-06-302026-07-16

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION10.2K shares2.45%2026-06-302026-07-16

QCOM QUALCOMM INC8.0K shares34.29%2026-06-302026-07-16

LRCX LAM RESEARCH CORP3.3K sharesnew addition2026-06-302026-07-16

DE DEERE & CO2.2K shares0.76%2026-06-302026-07-16

ORACLE CORP ORACLE CORP9.5K shares-11.37%2026-06-302026-07-16

Sponsored

USB US BANCORP22.9K shares0.48%2026-06-302026-07-16

SPG SIMON PPTY GROUP INC NEW6.1K shares-0.62%2026-06-302026-07-16

S&P GLOBAL INC S&P GLOBAL INC3.4K sharesnew addition2026-06-302026-07-16

XOCT FIRST TR EXCHNG TRADED FD VI33.1K shares2.04%2026-06-302026-07-16

PH PARKER-HANNIFIN CORP1.3K shares0.00%2026-06-302026-07-16

GE GE AEROSPACE3.4K shares-35.97%2026-06-302026-07-16

STXE EA SERIES TRUST24.1K shares-29.10%2026-06-302026-07-16

ZALT INNOVATOR ETFS TRUST37.0K shares-1.65%2026-06-302026-07-16

Sponsored

BKNG BOOKING HOLDINGS INC7.0K sharesnew addition2026-06-302026-07-16

CLX CLOROX CO DEL12.9K shares0.18%2026-06-302026-07-16

BKR BAKER HUGHES COMPANY21.9K shares0.00%2026-06-302026-07-16

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F19.5K shares-15.68%2026-06-302026-07-16

SAUG FIRST TR EXCHNG TRADED FD VI42.6K shares-7.85%2026-06-302026-07-16

CMI CUMMINS INC1.7K sharesnew addition2026-06-302026-07-16

HPE HEWLETT PACKARD ENTERPRISE C26.1K shares0.12%2026-06-302026-07-16

GNOV FIRST TR EXCHNG TRADED FD VI27.9K shares2.46%2026-06-302026-07-16

Sponsored

OCTW AIM ETF PRODUCTS TRUST28.3K shares3.20%2026-06-302026-07-16

PFE PFIZER INC44.8K shares1.75%2026-06-302026-07-16

BWXT BWX TECHNOLOGIES INC5.5K shares0.33%2026-06-302026-07-16

AVIG AMERICAN CENTY ETF TR25.4K shares22.03%2026-06-302026-07-16

SFLR INNOVATOR ETFS TRUST27.1K shares2.10%2026-06-302026-07-16

CTA SIMPLIFY EXCHANGE TRADED FUN39.1K shares0.96%2026-06-302026-07-16

TJX TJX COS INC NEW6.7K sharesnew addition2026-06-302026-07-16

RTX CORPORATION RTX CORPORATION5.3K shares-27.10%2026-06-302026-07-16

Sponsored

CP CANADIAN PACIFIC KANSAS CITY11.1K shares0.21%2026-06-302026-07-16

BSV VANGUARD BD INDEX FDS12.3K shares-13.93%2026-06-302026-07-16

ADSK AUTODESK INC4.9K sharesnew addition2026-06-302026-07-16

JAAA JANUS DETROIT STR TR18.5K shares-3.98%2026-06-302026-07-16

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.8K shares0.23%2026-06-302026-07-16

ZBH ZIMMER BIOMET HOLDINGS INC10.0K shares2.45%2026-06-302026-07-16

ISEP INNOVATOR ETFS TRUST24.8K shares0.19%2026-06-302026-07-16

BUFD FIRST TR EXCHNG TRADED FD VI28.6K shares-3.56%2026-06-302026-07-16

Sponsored

LIN LINDE PLC1.6K sharesnew addition2026-06-302026-07-16

TXT TEXTRON INC9.1K shares1.64%2026-06-302026-07-16

HELO J P MORGAN EXCHANGE TRADED F12.0K shares-3.62%2026-06-302026-07-16

TEL TE CONNECTIVITY PLC4.0K shares0.25%2026-06-302026-07-16

NOCT INNOVATOR ETFS TRUST12.6K shares2.11%2026-06-302026-07-16

UBER UBER TECHNOLOGIES INC10.9K shares2.16%2026-06-302026-07-16

VXUS VANGUARD STAR FDS9.0K shares-2.44%2026-06-302026-07-16

NDEC INNOVATOR ETFS TRUST25.1K shares1.87%2026-06-302026-07-16

Sponsored

YJUN FIRST TR EXCHNG TRADED FD VI27.8K shares-10.87%2026-06-302026-07-16

EOCT INNOVATOR ETFS TRUST21.0K shares0.73%2026-06-302026-07-16

NVBU AIM ETF PRODUCTS TRUST22.3K shares3.77%2026-06-302026-07-16

TXN TEXAS INSTRS INC2.3K shares-0.13%2026-06-302026-07-16

RSSE FIRST TR EXCHNG TRADED FD VI28.1K shares-12.12%2026-06-302026-07-16

MRK MERCK & CO INC4.8K shares-79.86%2026-06-302026-07-16

HD HOME DEPOT INC1.7K shares46.69%2026-06-302026-07-16

ACYN FIRST TR EXCHANGE-TRADED FD27.9K shares154.27%2026-06-302026-07-16

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.4K shares-65.87%2026-06-302026-07-16

CVX CHEVRON CORPORATION3.3K shares-64.34%2026-06-302026-07-16

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD26.8K sharesnew addition2026-06-302026-07-16

MO ALTRIA GROUP INC7.6K shares0.62%2026-06-302026-07-16

PEP PEPSICO INC4.0K shares22.75%2026-06-302026-07-16

VZ VERIZON COMMUNICATIONS INC12.4K shares16.02%2026-06-302026-07-16

BMY BRISTOL-MYERS SQUIBB CO8.8K shares-3.79%2026-06-302026-07-16

BGLD FIRST TR EXCHANGE-TRADED FD30.7K shares4.49%2026-06-302026-07-16

Sponsored

AAAU GOLDMAN SACHS PHYSICAL GOLD12.5K shares-1.82%2026-06-302026-07-16

BCD ABRDN ETFS14.3K shares-3.94%2026-06-302026-07-16

AMGN AMGEN INC1.3K shares6.73%2026-06-302026-07-16

COP CONOCOPHILLIPS4.4K shares18.48%2026-06-302026-07-16

ABT ABBOTT LABORATORIES4.2K sharesnew addition2026-06-302026-07-16

AOA ISHARES TR3.9K shares2.84%2026-06-302026-07-16

ZOETIS INC ZOETIS INC5.2K shares-22.29%2026-06-302026-07-16

EOG EOG RES INC2.8K shares3.65%2026-06-302026-07-16

Sponsored

OEC ORION S.A.51.8K shares-1.21%2026-06-302026-07-16

UPS UNITED PARCEL SVCS INC3.2K shares-21.10%2026-06-302026-07-16

TGT TARGET CORP2.6K shares14.83%2026-06-302026-07-16

CMCSA COMCAST CORP NEW13.3K sharesnew addition2026-06-302026-07-16

PG PROCTER & GAMBLE CO2.0K sharesnew addition2026-06-302026-07-16

FAST FASTENAL CO6.1K shares-5.37%2026-06-302026-07-16

OKE ONEOK INC NEW3.3K shares2.52%2026-06-302026-07-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.3K sharesnew addition2026-06-302026-07-16

Sponsored

KMB KIMBERLY-CLARK CORP2.4K sharesnew addition2026-06-302026-07-16

BX BLACKSTONE INC2.3K sharesnew addition2026-06-302026-07-16

EPS WISDOMTREE TR3.1K shares0.00%2026-06-302026-07-16

PAYX PAYCHEX INC2.3K sharesnew addition2026-06-302026-07-16

SLB SLB LIMITED4.8K shares-8.72%2026-06-302026-07-16

FITB FIFTH THIRD BANCORP3.9K sharesnew addition2026-06-302026-07-16

STRV

EA SERIES TRUST

-3.78%

Shares179.0K

Event2026-06-30

Filed2026-07-16

NVDA

NVIDIA CORPORATION

-7.83%

Shares36.3K

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC

-0.16%

Shares24.7K

Event2026-06-30

Filed2026-07-16

BOND

PIMCO ETF TR

-2.23%

Shares57.4K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

10.45%

Shares12.5K

Event2026-06-30

Filed2026-07-16

CISCO SYS INC

3.21%

Shares33.4K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC

-35.94%

Shares9.3K

Event2026-06-30

Filed2026-07-16

CAT

CATERPILLAR INC

72.99%

Shares3.0K

Event2026-06-30

Filed2026-07-16

META PLATFORMS INC

246.03%

Shares5.6K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC

-23.11%

Shares12.2K

Event2026-06-30

Filed2026-07-16

TSLA

TESLA INC

-0.60%

Shares6.8K

Event2026-06-30

Filed2026-07-16

SPYV

SPDR SERIES TRUST

-0.01%

Shares46.0K

Event2026-06-30

Filed2026-07-16

ABBVIE INC

466.31%

Shares10.1K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC DEL

171.14%

Shares4.8K

Event2026-06-30

Filed2026-07-16

BUFR

FIRST TR EXCHNG TRADED FD VI

-0.35%

Shares64.3K

Event2026-06-30

Filed2026-07-16

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares10.5K

Event2026-06-30

Filed2026-07-16

GLW

CORNING INC

-76.65%

Shares9.1K

Event2026-06-30

Filed2026-07-16

MCO

MOODYS CORP

New

Shares4.9K

Event2026-06-30

Filed2026-07-16

CPB

THE CAMPBELLS COMPANY

New

Shares97.9K

Event2026-06-30

Filed2026-07-16

ISHARES TR

-13.26%

Shares22.4K

Event2026-06-30

Filed2026-07-16

SYK

STRYKER CORPORATION

New

Shares6.9K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

-3.97%

Shares5.7K

Event2026-06-30

Filed2026-07-16

BROADCOM INC

-20.60%

Shares5.5K

Event2026-06-30

Filed2026-07-16

LLY

ELI LILLY & CO

-9.32%

Shares1.7K

Event2026-06-30

Filed2026-07-16

DUK

DUKE ENERGY CORP NEW

New

Shares16.4K

Event2026-06-30

Filed2026-07-16

AEP

AMERICAN ELEC PWR CO INC

New

Shares14.8K

Event2026-06-30

Filed2026-07-16

COCA COLA CO

276.78%

Shares23.6K

Event2026-06-30

Filed2026-07-16

LOW

LOWES COS INC

New

Shares8.6K

Event2026-06-30

Filed2026-07-16

MICRON TECHNOLOGY INC

-47.00%

Shares1.6K

Event2026-06-30

Filed2026-07-16

NEM

NEWMONT CORP

97.26%

Shares19.8K

Event2026-06-30

Filed2026-07-16

GOLDMAN SACHS GROUP INC

9.15%

Shares1.8K

Event2026-06-30

Filed2026-07-16

IEX

IDEX CORP

New

Shares7.9K

Event2026-06-30

Filed2026-07-16

GNRC

GENERAC HLDGS INC

-0.49%

Shares6.0K

Event2026-06-30

Filed2026-07-16

JPMORGAN CHASE & CO

-26.35%

Shares5.4K

Event2026-06-30

Filed2026-07-16

BPOP

POPULAR INC

0.30%

Shares10.7K

Event2026-06-30

Filed2026-07-16

APH

AMPHENOL CORP

New

Shares9.9K

Event2026-06-30

Filed2026-07-16

CHUBB LIMITED

New

Shares5.0K

Event2026-06-30

Filed2026-07-16

MORGAN STANLEY

New

Shares8.2K

Event2026-06-30

Filed2026-07-16

PYLD

PIMCO ETF TR

37.26%

Shares63.8K

Event2026-06-30

Filed2026-07-16

VISA INC

150.23%

Shares4.9K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON

102.61%

Shares6.5K

Event2026-06-30

Filed2026-07-16

COHR

COHERENT CORP

-33.57%

Shares4.2K

Event2026-06-30

Filed2026-07-16

SPYG

SPDR SERIES TRUST

50.16%

Shares13.8K

Event2026-06-30

Filed2026-07-16

LMT

LOCKHEED MARTIN CORP

-1.06%

Shares3.2K

Event2026-06-30

Filed2026-07-16

TEX

TEREX CORP NEW

0.59%

Shares22.2K

Event2026-06-30

Filed2026-07-16

SDVY

FIRST TR EXCHANGE TRADED FD

-3.47%

Shares36.2K

Event2026-06-30

Filed2026-07-16

BANK OF NY MELLON CORP

-47.20%

Shares10.7K

Event2026-06-30

Filed2026-07-16

CITIGROUP INC

-41.27%

Shares11.1K

Event2026-06-30

Filed2026-07-16

WMT

WALMART INC

-29.46%

Shares13.5K

Event2026-06-30

Filed2026-07-16

IBM

INTERNATIONAL BUSINESS MACHS

-49.68%

Shares5.4K

Event2026-06-30

Filed2026-07-16

BOEING CO

0.94%

Shares6.9K

Event2026-06-30

Filed2026-07-16

JOHNSON CONTROLS INTERNATION

2.45%

Shares10.2K

Event2026-06-30

Filed2026-07-16

QCOM

QUALCOMM INC

34.29%

Shares8.0K

Event2026-06-30

Filed2026-07-16

LRCX

LAM RESEARCH CORP

New

Shares3.3K

Event2026-06-30

Filed2026-07-16

DEERE & CO

0.76%

Shares2.2K

Event2026-06-30

Filed2026-07-16

ORACLE CORP

-11.37%

Shares9.5K

Event2026-06-30

Filed2026-07-16

USB

US BANCORP

0.48%

Shares22.9K

Event2026-06-30

Filed2026-07-16

SPG

SIMON PPTY GROUP INC NEW

-0.62%

Shares6.1K

Event2026-06-30

Filed2026-07-16

S&P GLOBAL INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-16

XOCT

FIRST TR EXCHNG TRADED FD VI

2.04%

Shares33.1K

Event2026-06-30

Filed2026-07-16

PARKER-HANNIFIN CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-16

GE AEROSPACE

-35.97%

Shares3.4K

Event2026-06-30

Filed2026-07-16

STXE

EA SERIES TRUST

-29.10%

Shares24.1K

Event2026-06-30

Filed2026-07-16

ZALT

INNOVATOR ETFS TRUST

-1.65%

Shares37.0K

Event2026-06-30

Filed2026-07-16

BKNG

BOOKING HOLDINGS INC

New

Shares7.0K

Event2026-06-30

Filed2026-07-16

CLX

CLOROX CO DEL

0.18%

Shares12.9K

Event2026-06-30

Filed2026-07-16

BKR

BAKER HUGHES COMPANY

0.00%

Shares21.9K

Event2026-06-30

Filed2026-07-16

J P MORGAN EXCHANGE TRADED F

-15.68%

Shares19.5K

Event2026-06-30

Filed2026-07-16

SAUG

FIRST TR EXCHNG TRADED FD VI

-7.85%

Shares42.6K

Event2026-06-30

Filed2026-07-16

CMI

CUMMINS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-16

HPE

HEWLETT PACKARD ENTERPRISE C

0.12%

Shares26.1K

Event2026-06-30

Filed2026-07-16

GNOV

FIRST TR EXCHNG TRADED FD VI

2.46%

Shares27.9K

Event2026-06-30

Filed2026-07-16

OCTW

AIM ETF PRODUCTS TRUST

3.20%

Shares28.3K

Event2026-06-30

Filed2026-07-16

PFE

PFIZER INC

1.75%

Shares44.8K

Event2026-06-30

Filed2026-07-16

BWXT

BWX TECHNOLOGIES INC

0.33%

Shares5.5K

Event2026-06-30

Filed2026-07-16

AVIG

AMERICAN CENTY ETF TR

22.03%

Shares25.4K

Event2026-06-30

Filed2026-07-16

SFLR

INNOVATOR ETFS TRUST

2.10%

Shares27.1K

Event2026-06-30

Filed2026-07-16

CTA

SIMPLIFY EXCHANGE TRADED FUN

0.96%

Shares39.1K

Event2026-06-30

Filed2026-07-16

TJX

TJX COS INC NEW

New

Shares6.7K

Event2026-06-30

Filed2026-07-16

RTX CORPORATION

-27.10%

Shares5.3K

Event2026-06-30

Filed2026-07-16

CANADIAN PACIFIC KANSAS CITY

0.21%

Shares11.1K

Event2026-06-30

Filed2026-07-16

BSV

VANGUARD BD INDEX FDS

-13.93%

Shares12.3K

Event2026-06-30

Filed2026-07-16

ADSK

AUTODESK INC

New

Shares4.9K

Event2026-06-30

Filed2026-07-16

JAAA

JANUS DETROIT STR TR

-3.98%

Shares18.5K

Event2026-06-30

Filed2026-07-16

MASTERCARD INCORPORATED

0.23%

Shares1.8K

Event2026-06-30

Filed2026-07-16

ZBH

ZIMMER BIOMET HOLDINGS INC

2.45%

Shares10.0K

Event2026-06-30

Filed2026-07-16

ISEP

INNOVATOR ETFS TRUST

0.19%

Shares24.8K

Event2026-06-30

Filed2026-07-16

BUFD

FIRST TR EXCHNG TRADED FD VI

-3.56%

Shares28.6K

Event2026-06-30

Filed2026-07-16

LIN

LINDE PLC

New

Shares1.6K

Event2026-06-30

Filed2026-07-16

TXT

TEXTRON INC

1.64%

Shares9.1K

Event2026-06-30

Filed2026-07-16

HELO

J P MORGAN EXCHANGE TRADED F

-3.62%

Shares12.0K

Event2026-06-30

Filed2026-07-16

TEL

TE CONNECTIVITY PLC

0.25%

Shares4.0K

Event2026-06-30

Filed2026-07-16

NOCT

INNOVATOR ETFS TRUST

2.11%

Shares12.6K

Event2026-06-30

Filed2026-07-16

UBER

UBER TECHNOLOGIES INC

2.16%

Shares10.9K

Event2026-06-30

Filed2026-07-16

VXUS

VANGUARD STAR FDS

-2.44%

Shares9.0K

Event2026-06-30

Filed2026-07-16

NDEC

INNOVATOR ETFS TRUST

1.87%

Shares25.1K

Event2026-06-30

Filed2026-07-16

YJUN

FIRST TR EXCHNG TRADED FD VI

-10.87%

Shares27.8K

Event2026-06-30

Filed2026-07-16

EOCT

INNOVATOR ETFS TRUST

0.73%

Shares21.0K

Event2026-06-30

Filed2026-07-16

NVBU

AIM ETF PRODUCTS TRUST

3.77%

Shares22.3K

Event2026-06-30

Filed2026-07-16

TXN

TEXAS INSTRS INC

-0.13%

Shares2.3K

Event2026-06-30

Filed2026-07-16

RSSE

FIRST TR EXCHNG TRADED FD VI

-12.12%

Shares28.1K

Event2026-06-30

Filed2026-07-16

MRK

MERCK & CO INC

-79.86%

Shares4.8K

Event2026-06-30

Filed2026-07-16

HOME DEPOT INC

46.69%

Shares1.7K

Event2026-06-30

Filed2026-07-16

ACYN

FIRST TR EXCHANGE-TRADED FD

154.27%

Shares27.9K

Event2026-06-30

Filed2026-07-16

UNITEDHEALTH GROUP INC

-65.87%

Shares1.4K

Event2026-06-30

Filed2026-07-16

CVX

CHEVRON CORPORATION

-64.34%

Shares3.3K

Event2026-06-30

Filed2026-07-16

FIRST TR EXCHANGE-TRADED FD

New

Shares26.8K

Event2026-06-30

Filed2026-07-16

ALTRIA GROUP INC

0.62%

Shares7.6K

Event2026-06-30

Filed2026-07-16

PEP

PEPSICO INC

22.75%

Shares4.0K

Event2026-06-30

Filed2026-07-16

VERIZON COMMUNICATIONS INC

16.02%

Shares12.4K

Event2026-06-30

Filed2026-07-16

BMY

BRISTOL-MYERS SQUIBB CO

-3.79%

Shares8.8K

Event2026-06-30

Filed2026-07-16

BGLD

FIRST TR EXCHANGE-TRADED FD

4.49%

Shares30.7K

Event2026-06-30

Filed2026-07-16

AAAU

GOLDMAN SACHS PHYSICAL GOLD

-1.82%

Shares12.5K

Event2026-06-30

Filed2026-07-16

BCD

ABRDN ETFS

-3.94%

Shares14.3K

Event2026-06-30

Filed2026-07-16

AMGN

AMGEN INC

6.73%

Shares1.3K

Event2026-06-30

Filed2026-07-16

COP

CONOCOPHILLIPS

18.48%

Shares4.4K

Event2026-06-30

Filed2026-07-16

ABT

ABBOTT LABORATORIES

New

Shares4.2K

Event2026-06-30

Filed2026-07-16

AOA

ISHARES TR

2.84%

Shares3.9K

Event2026-06-30

Filed2026-07-16

ZOETIS INC

-22.29%

Shares5.2K

Event2026-06-30

Filed2026-07-16

EOG

EOG RES INC

3.65%

Shares2.8K

Event2026-06-30

Filed2026-07-16

OEC

ORION S.A.

-1.21%

Shares51.8K

Event2026-06-30

Filed2026-07-16

UPS

UNITED PARCEL SVCS INC

-21.10%

Shares3.2K

Event2026-06-30

Filed2026-07-16

TGT

TARGET CORP

14.83%

Shares2.6K

Event2026-06-30

Filed2026-07-16

CMCSA

COMCAST CORP NEW

New

Shares13.3K

Event2026-06-30

Filed2026-07-16

PROCTER & GAMBLE CO

New

Shares2.0K

Event2026-06-30

Filed2026-07-16

FAST

FASTENAL CO

-5.37%

Shares6.1K

Event2026-06-30

Filed2026-07-16

OKE

ONEOK INC NEW

2.52%

Shares3.3K

Event2026-06-30

Filed2026-07-16

ACCENTURE PLC IRELAND

New

Shares2.3K

Event2026-06-30

Filed2026-07-16

KMB

KIMBERLY-CLARK CORP

New

Shares2.4K

Event2026-06-30

Filed2026-07-16

BLACKSTONE INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-16

EPS

WISDOMTREE TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-16

PAYX

PAYCHEX INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-16

SLB

SLB LIMITED

-8.72%

Shares4.8K

Event2026-06-30

Filed2026-07-16

FITB

FIFTH THIRD BANCORP

New

Shares3.9K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available