Sponsored

The Analysis of Spectrum Planning & Advisory Services Inc.'s Holdings & P&L

Currently, Spectrum Planning & Advisory Services Inc. holds 120 types of securities in its portfolio with a total value $223.5M. In the most recent quarter, they have increased their positions in N/A (+102.6K shares, valued at $9.0M), N/A (+115.3K shares, valued at $3.2M), GOVT (+101.6K shares, valued at $2.3M); decreased their positions in QUAL (-18.9K shares, valued at $4.1M), EFV (-42.7K shares, valued at $3.3M), IEMG (-32.6K shares, valued at $2.7M); initiated new positions in N/A (+115.3K shares, valued at $3.2M), CCL (+28.1K shares, valued at $803.5K), N/A (+39.0K shares, valued at $703.8K).

1M P&L

-1.1M-0.56%

3M P&L

+1.9M+0.98%

HY P&L

+3.6M+1.85%

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/A170.5M

88.8%

2Aerospace & Defense4.1M

2.2%

3Internet Retail2.9M

1.5%

Top Industries by Stock Count

1N/A71 stocks

68.3%

2Drug Manufacturers - General5 stocks

4.8%

3Aerospace & Defense3 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST177.4K shares136.98%2026-06-302026-07-14

BIL SPDR SERIES TRUST158.1K shares1.35%2026-06-302026-07-14

SGOV ISHARES TR127.7K shares4.25%2026-06-302026-07-14

JPST J P MORGAN EXCHANGE TRADED F221.5K shares0.78%2026-06-302026-07-14

IVW ISHARES TR70.5K shares0.70%2026-06-302026-07-14

CORO BLACKROCK ETF TRUST253.8K shares7.39%2026-06-302026-07-14

DYNF BLACKROCK ETF TRUST134.0K shares1.55%2026-06-302026-07-14

VUSB VANGUARD BD INDEX FDS179.0K shares26.05%2026-06-302026-07-14

Sponsored

MINT PIMCO ETF TR76.6K shares29.64%2026-06-302026-07-14

BLACKROCK ETF TRUST BLACKROCK ETF TRUST167.2K shares-18.90%2026-06-302026-07-14

OEF ISHARES TR16.0K shares-1.24%2026-06-302026-07-14

GOVT ISHARES TR246.2K shares70.30%2026-06-302026-07-14

BRTR BLACKROCK ETF TRUST II101.4K shares5.06%2026-06-302026-07-14

BAI BLACKROCK ETF TRUST84.8K shares-18.60%2026-06-302026-07-14

IEMG ISHARES INC50.6K shares-39.19%2026-06-302026-07-14

SPMO INVESCO EXCH TRADED FD TR II23.8K shares-29.52%2026-06-302026-07-14

Sponsored

WWD WOODWARD INC8.3K shares-0.95%2026-06-302026-07-14

VBIL VANGUARD INSTL INDEX FD46.0K shares6.68%2026-06-302026-07-14

SCHZ SCHWAB STRATEGIC TR148.0K shares-1.81%2026-06-302026-07-14

BLACKROCK ETF TRUST BLACKROCK ETF TRUST115.3K sharesnew addition2026-06-302026-07-14

SPMB SPDR SERIES TRUST142.9K shares11.24%2026-06-302026-07-14

ICVT ISHARES TR25.6K shares-7.76%2026-06-302026-07-14

BLCR BLACKROCK ETF TRUST57.3K shares4.80%2026-06-302026-07-14

AMZN AMAZON COM INC12.0K shares-3.10%2026-06-302026-07-14

Sponsored

SHLD GLOBAL X FDS47.6K shares36.32%2026-06-302026-07-14

BINC BLACKROCK ETF TRUST II52.6K shares-5.84%2026-06-302026-07-14

THRO BLACKROCK ETF TRUST61.3K shares-25.53%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL5.1K shares16.67%2026-06-302026-07-14

MSFT MICROSOFT CORP6.2K shares-4.07%2026-06-302026-07-14

EFV ISHARES TR29.6K shares-59.02%2026-06-302026-07-14

BNDX VANGUARD CHARLOTTE FDS46.7K shares3.06%2026-06-302026-07-14

TLH ISHARES TR17.3K shares-0.90%2026-06-302026-07-14

Sponsored

TLT ISHARES TR18.5K shares-47.78%2026-06-302026-07-14

QUAL ISHARES TR7.0K shares-73.05%2026-06-302026-07-14

IUSB ISHARES TR31.5K shares-5.08%2026-06-302026-07-14

AAPL APPLE INC4.8K shares-8.66%2026-06-302026-07-14

EFG ISHARES TR11.1K shares160.10%2026-06-302026-07-14

XLSR SSGA ACTIVE TR20.3K shares29.69%2026-06-302026-07-14

VOO VANGUARD INDEX FDS1.9K shares48.80%2026-06-302026-07-14

NVDA NVIDIA CORPORATION5.8K shares-3.35%2026-06-302026-07-14

Sponsored

IAU ISHARES GOLD TR14.6K shares16.24%2026-06-302026-07-14

SPDW SPDR INDEX SHS FDS21.5K shares29.84%2026-06-302026-07-14

EMXC ISHARES INC10.1K shares-31.58%2026-06-302026-07-14

ALNYLAM PHARMACEUTICALS INC ALNYLAM PHARMACEUTICALS INC3.4K shares0.00%2026-06-302026-07-14

IVE ISHARES TR4.3K shares-0.40%2026-06-302026-07-14

IDV ISHARES TR21.7K shares-41.86%2026-06-302026-07-14

CCL CARNIVAL CORP LTD28.1K sharesnew addition2026-06-302026-07-14

IYW ISHARES TR2.9K shares-11.22%2026-06-302026-07-14

Sponsored

SPEM SPDR INDEX SHS FDS13.8K shares2.86%2026-06-302026-07-14

AMERICAN AIRLINES GROUP INC AMERICAN AIRLINES GROUP INC39.0K sharesnew addition2026-06-302026-07-14

MBB ISHARES TR7.1K shares3.68%2026-06-302026-07-14

XTEN BONDBLOXX ETF TRUST13.5K shares-1.32%2026-06-302026-07-14

QQQ INVESCO QQQ TR821 shares11.55%2026-06-302026-07-14

WORLD GOLD TR WORLD GOLD TR6.9K shares-0.04%2026-06-302026-07-14

XLG INVESCO EXCHANGE TRADED FD T8.9K shares-3.83%2026-06-302026-07-14

LCTU BLACKROCK ETF TRUST6.7K shares-20.62%2026-06-302026-07-14

Sponsored

GS GOLDMAN SACHS GROUP INC522 shares-42.45%2026-06-302026-07-14

EAGG ISHARES TR10.5K shares22.52%2026-06-302026-07-14

TSLA TESLA INC1.2K shares1.74%2026-06-302026-07-14

ICSH ISHARES TR9.5K shares72.94%2026-06-302026-07-14

GBTC GRAYSCALE BITCOIN TRUST ETF10.2K shares0.00%2026-06-302026-07-14

VISA INC VISA INC1.3K shares-29.22%2026-06-302026-07-14

COMT ISHARES U S ETF TR15.1K shares-8.43%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T615 shares16.48%2026-06-302026-07-14

Sponsored

HEFA ISHARES TR9.6K shares-33.84%2026-06-302026-07-14

OUNZ VANECK MERK GOLD ETF11.7K shares0.00%2026-06-302026-07-14

ESGU ISHARES TR2.7K shares19.78%2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC784 shares-10.50%2026-06-302026-07-14

SPSM SPDR SERIES TRUST7.3K shares-2.56%2026-06-302026-07-14

TFLO ISHARES TR8.0K shares52.29%2026-06-302026-07-14

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION408 shares0.00%2026-06-302026-07-14

GOOG ALPHABET INC1.1K shares18.87%2026-06-302026-07-14

Sponsored

CLOA BLACKROCK ETF TRUST II7.3K shares44.09%2026-06-302026-07-14

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC904 shares-48.17%2026-06-302026-07-14

DSI ISHARES TR2.6K shares-19.73%2026-06-302026-07-14

MGK VANGUARD WORLD FD4.2K shares397.29%2026-06-302026-07-14

CAT CATERPILLAR INC338 shares-58.58%2026-06-302026-07-14

FNDF SCHWAB STRATEGIC TR6.7K shares-40.33%2026-06-302026-07-14

SYSB ISHARES TR3.9K shares17.57%2026-06-302026-07-14

SUSC ISHARES TR14.8K shares-24.30%2026-06-302026-07-14

Sponsored

INRO BLACKROCK ETF TRUST9.1K shares-28.74%2026-06-302026-07-14

BKNG BOOKING HOLDINGS INC1.8K shares2413.70%2026-06-302026-07-14

JNJ JOHNSON & JOHNSON1.3K shares-0.70%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS874 shares-15.31%2026-06-302026-07-14

BA BOEING CO1.4K shares-19.62%2026-06-302026-07-14

SPMD SPDR SERIES TRUST4.5K shares-1.66%2026-06-302026-07-14

SIVR ABRDN SILVER ETF TRUST5.3K shares-0.95%2026-06-302026-07-14

STIP ISHARES TR2.9K sharesnew addition2026-06-302026-07-14

Sponsored

USXF ISHARES TR4.2K shares-38.42%2026-06-302026-07-14

GOOGL ALPHABET INC814 shares-8.44%2026-06-302026-07-14

GE GE AEROSPACE763 shares0.13%2026-06-302026-07-14

LLY ELI LILLY & CO235 shares0.00%2026-06-302026-07-14

INTC INTEL CORP2.0K sharesnew addition2026-06-302026-07-14

HD HOME DEPOT INC784 shares-39.69%2026-06-302026-07-14

ISHARES TR ISHARES TR352 shares12.46%2026-06-302026-07-14

CSHP BLACKROCK ETF TRUST2.6K shares-28.54%2026-06-302026-07-14

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP8.7K shares0.00%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO789 shares-33.70%2026-06-302026-07-14

AXP AMERICAN EXPRESS CO754 shares-32.80%2026-06-302026-07-14

MAR MARRIOTT INTL INC NEW671 shares0.00%2026-06-302026-07-14

FLOT ISHARES TR4.8K sharesnew addition2026-06-302026-07-14

REMX VANECK ETF TRUST2.7K sharesnew addition2026-06-302026-07-14

SHW SHERWIN WILLIAMS CO667 shares-35.93%2026-06-302026-07-14

GEV GE VERNOVA INC188 sharesnew addition2026-06-302026-07-14

Sponsored

IBM INTERNATIONAL BUSINESS MACHS773 shares-25.60%2026-06-302026-07-14

DJD INVESCO EXCHANGE TRADED FD T3.4K sharesnew addition2026-06-302026-07-14

BAC BANK OF AMER CORP3.7K sharesnew addition2026-06-302026-07-14

BMY BRISTOL-MYERS SQUIBB CO3.7K sharesnew addition2026-06-302026-07-14

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC636 shares-40.62%2026-06-302026-07-14

MCD MCDONALDS CORP773 shares-37.21%2026-06-302026-07-14

VUG VANGUARD INDEX FDS2.4K sharesnew addition2026-06-302026-07-14

NVS NOVARTIS AG1.3K sharesnew addition2026-06-302026-07-14

Sponsored

CHYM CHIME FINL INC10.0K sharesnew addition2026-06-302026-07-14

AMGN AMGEN INC558 shares-39.08%2026-06-302026-07-14

SHEL SHELL PLC2.6K sharesnew addition2026-06-302026-07-14

GWX SPDR INDEX SHS FDS4.6K sharesnew addition2026-06-302026-07-14

BFLY BUTTERFLY NETWORK INC23.7K shares0.00%2026-06-302026-07-14

BANCO SANTANDER SA BANCO SANTANDER SA14.3K sharesnew addition2026-06-302026-07-14

ETHW BITWISE ETHEREUM ETF11.4K shares0.00%2026-06-302026-07-14

TOON KARTOON STUDIOS INC.18.2K sharesnew addition2026-06-302026-07-14

Sponsored

SPDR SERIES TRUST

136.98%

Shares177.4K

Event2026-06-30

Filed2026-07-14

BIL

SPDR SERIES TRUST

1.35%

Shares158.1K

Event2026-06-30

Filed2026-07-14

SGOV

ISHARES TR

4.25%

Shares127.7K

Event2026-06-30

Filed2026-07-14

JPST

J P MORGAN EXCHANGE TRADED F

0.78%

Shares221.5K

Event2026-06-30

Filed2026-07-14

IVW

ISHARES TR

0.70%

Shares70.5K

Event2026-06-30

Filed2026-07-14

CORO

BLACKROCK ETF TRUST

7.39%

Shares253.8K

Event2026-06-30

Filed2026-07-14

DYNF

BLACKROCK ETF TRUST

1.55%

Shares134.0K

Event2026-06-30

Filed2026-07-14

VUSB

VANGUARD BD INDEX FDS

26.05%

Shares179.0K

Event2026-06-30

Filed2026-07-14

MINT

PIMCO ETF TR

29.64%

Shares76.6K

Event2026-06-30

Filed2026-07-14

BLACKROCK ETF TRUST

-18.90%

Shares167.2K

Event2026-06-30

Filed2026-07-14

OEF

ISHARES TR

-1.24%

Shares16.0K

Event2026-06-30

Filed2026-07-14

GOVT

ISHARES TR

70.30%

Shares246.2K

Event2026-06-30

Filed2026-07-14

BRTR

BLACKROCK ETF TRUST II

5.06%

Shares101.4K

Event2026-06-30

Filed2026-07-14

BAI

BLACKROCK ETF TRUST

-18.60%

Shares84.8K

Event2026-06-30

Filed2026-07-14

IEMG

ISHARES INC

-39.19%

Shares50.6K

Event2026-06-30

Filed2026-07-14

SPMO

INVESCO EXCH TRADED FD TR II

-29.52%

Shares23.8K

Event2026-06-30

Filed2026-07-14

WWD

WOODWARD INC

-0.95%

Shares8.3K

Event2026-06-30

Filed2026-07-14

VBIL

VANGUARD INSTL INDEX FD

6.68%

Shares46.0K

Event2026-06-30

Filed2026-07-14

SCHZ

SCHWAB STRATEGIC TR

-1.81%

Shares148.0K

Event2026-06-30

Filed2026-07-14

BLACKROCK ETF TRUST

New

Shares115.3K

Event2026-06-30

Filed2026-07-14

SPMB

SPDR SERIES TRUST

11.24%

Shares142.9K

Event2026-06-30

Filed2026-07-14

ICVT

ISHARES TR

-7.76%

Shares25.6K

Event2026-06-30

Filed2026-07-14

BLCR

BLACKROCK ETF TRUST

4.80%

Shares57.3K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

-3.10%

Shares12.0K

Event2026-06-30

Filed2026-07-14

SHLD

GLOBAL X FDS

36.32%

Shares47.6K

Event2026-06-30

Filed2026-07-14

BINC

BLACKROCK ETF TRUST II

-5.84%

Shares52.6K

Event2026-06-30

Filed2026-07-14

THRO

BLACKROCK ETF TRUST

-25.53%

Shares61.3K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

16.67%

Shares5.1K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

-4.07%

Shares6.2K

Event2026-06-30

Filed2026-07-14

EFV

ISHARES TR

-59.02%

Shares29.6K

Event2026-06-30

Filed2026-07-14

BNDX

VANGUARD CHARLOTTE FDS

3.06%

Shares46.7K

Event2026-06-30

Filed2026-07-14

TLH

ISHARES TR

-0.90%

Shares17.3K

Event2026-06-30

Filed2026-07-14

TLT

ISHARES TR

-47.78%

Shares18.5K

Event2026-06-30

Filed2026-07-14

QUAL

ISHARES TR

-73.05%

Shares7.0K

Event2026-06-30

Filed2026-07-14

IUSB

ISHARES TR

-5.08%

Shares31.5K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

-8.66%

Shares4.8K

Event2026-06-30

Filed2026-07-14

EFG

ISHARES TR

160.10%

Shares11.1K

Event2026-06-30

Filed2026-07-14

XLSR

SSGA ACTIVE TR

29.69%

Shares20.3K

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

48.80%

Shares1.9K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

-3.35%

Shares5.8K

Event2026-06-30

Filed2026-07-14

IAU

ISHARES GOLD TR

16.24%

Shares14.6K

Event2026-06-30

Filed2026-07-14

SPDW

SPDR INDEX SHS FDS

29.84%

Shares21.5K

Event2026-06-30

Filed2026-07-14

EMXC

ISHARES INC

-31.58%

Shares10.1K

Event2026-06-30

Filed2026-07-14

ALNYLAM PHARMACEUTICALS INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-14

IVE

ISHARES TR

-0.40%

Shares4.3K

Event2026-06-30

Filed2026-07-14

IDV

ISHARES TR

-41.86%

Shares21.7K

Event2026-06-30

Filed2026-07-14

CCL

CARNIVAL CORP LTD

New

Shares28.1K

Event2026-06-30

Filed2026-07-14

IYW

ISHARES TR

-11.22%

Shares2.9K

Event2026-06-30

Filed2026-07-14

SPEM

SPDR INDEX SHS FDS

2.86%

Shares13.8K

Event2026-06-30

Filed2026-07-14

AMERICAN AIRLINES GROUP INC

New

Shares39.0K

Event2026-06-30

Filed2026-07-14

MBB

ISHARES TR

3.68%

Shares7.1K

Event2026-06-30

Filed2026-07-14

XTEN

BONDBLOXX ETF TRUST

-1.32%

Shares13.5K

Event2026-06-30

Filed2026-07-14

QQQ

INVESCO QQQ TR

11.55%

Shares821

Event2026-06-30

Filed2026-07-14

WORLD GOLD TR

-0.04%

Shares6.9K

Event2026-06-30

Filed2026-07-14

XLG

INVESCO EXCHANGE TRADED FD T

-3.83%

Shares8.9K

Event2026-06-30

Filed2026-07-14

LCTU

BLACKROCK ETF TRUST

-20.62%

Shares6.7K

Event2026-06-30

Filed2026-07-14

GOLDMAN SACHS GROUP INC

-42.45%

Shares522

Event2026-06-30

Filed2026-07-14

EAGG

ISHARES TR

22.52%

Shares10.5K

Event2026-06-30

Filed2026-07-14

TSLA

TESLA INC

1.74%

Shares1.2K

Event2026-06-30

Filed2026-07-14

ICSH

ISHARES TR

72.94%

Shares9.5K

Event2026-06-30

Filed2026-07-14

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-14

VISA INC

-29.22%

Shares1.3K

Event2026-06-30

Filed2026-07-14

COMT

ISHARES U S ETF TR

-8.43%

Shares15.1K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

16.48%

Shares615

Event2026-06-30

Filed2026-07-14

HEFA

ISHARES TR

-33.84%

Shares9.6K

Event2026-06-30

Filed2026-07-14

OUNZ

VANECK MERK GOLD ETF

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-14

ESGU

ISHARES TR

19.78%

Shares2.7K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

-10.50%

Shares784

Event2026-06-30

Filed2026-07-14

SPSM

SPDR SERIES TRUST

-2.56%

Shares7.3K

Event2026-06-30

Filed2026-07-14

TFLO

ISHARES TR

52.29%

Shares8.0K

Event2026-06-30

Filed2026-07-14

COSTCO WHOLESALE CORPORATION

0.00%

Shares408

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

18.87%

Shares1.1K

Event2026-06-30

Filed2026-07-14

CLOA

BLACKROCK ETF TRUST II

44.09%

Shares7.3K

Event2026-06-30

Filed2026-07-14

UNITEDHEALTH GROUP INC

-48.17%

Shares904

Event2026-06-30

Filed2026-07-14

DSI

ISHARES TR

-19.73%

Shares2.6K

Event2026-06-30

Filed2026-07-14

MGK

VANGUARD WORLD FD

397.29%

Shares4.2K

Event2026-06-30

Filed2026-07-14

CAT

CATERPILLAR INC

-58.58%

Shares338

Event2026-06-30

Filed2026-07-14

FNDF

SCHWAB STRATEGIC TR

-40.33%

Shares6.7K

Event2026-06-30

Filed2026-07-14

SYSB

ISHARES TR

17.57%

Shares3.9K

Event2026-06-30

Filed2026-07-14

SUSC

ISHARES TR

-24.30%

Shares14.8K

Event2026-06-30

Filed2026-07-14

INRO

BLACKROCK ETF TRUST

-28.74%

Shares9.1K

Event2026-06-30

Filed2026-07-14

BKNG

BOOKING HOLDINGS INC

2413.70%

Shares1.8K

Event2026-06-30

Filed2026-07-14

JNJ

JOHNSON & JOHNSON

-0.70%

Shares1.3K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-15.31%

Shares874

Event2026-06-30

Filed2026-07-14

BOEING CO

-19.62%

Shares1.4K

Event2026-06-30

Filed2026-07-14

SPMD

SPDR SERIES TRUST

-1.66%

Shares4.5K

Event2026-06-30

Filed2026-07-14

SIVR

ABRDN SILVER ETF TRUST

-0.95%

Shares5.3K

Event2026-06-30

Filed2026-07-14

STIP

ISHARES TR

New

Shares2.9K

Event2026-06-30

Filed2026-07-14

USXF

ISHARES TR

-38.42%

Shares4.2K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

-8.44%

Shares814

Event2026-06-30

Filed2026-07-14

GE AEROSPACE

0.13%

Shares763

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

0.00%

Shares235

Event2026-06-30

Filed2026-07-14

INTC

INTEL CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC

-39.69%

Shares784

Event2026-06-30

Filed2026-07-14

ISHARES TR

12.46%

Shares352

Event2026-06-30

Filed2026-07-14

CSHP

BLACKROCK ETF TRUST

-28.54%

Shares2.6K

Event2026-06-30

Filed2026-07-14

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

-33.70%

Shares789

Event2026-06-30

Filed2026-07-14

AXP

AMERICAN EXPRESS CO

-32.80%

Shares754

Event2026-06-30

Filed2026-07-14

MAR

MARRIOTT INTL INC NEW

0.00%

Shares671

Event2026-06-30

Filed2026-07-14

FLOT

ISHARES TR

New

Shares4.8K

Event2026-06-30

Filed2026-07-14

REMX

VANECK ETF TRUST

New

Shares2.7K

Event2026-06-30

Filed2026-07-14

SHW

SHERWIN WILLIAMS CO

-35.93%

Shares667

Event2026-06-30

Filed2026-07-14

GEV

GE VERNOVA INC

New

Shares188

Event2026-06-30

Filed2026-07-14

IBM

INTERNATIONAL BUSINESS MACHS

-25.60%

Shares773

Event2026-06-30

Filed2026-07-14

DJD

INVESCO EXCHANGE TRADED FD T

New

Shares3.4K

Event2026-06-30

Filed2026-07-14

BAC

BANK OF AMER CORP

New

Shares3.7K

Event2026-06-30

Filed2026-07-14

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares3.7K

Event2026-06-30

Filed2026-07-14

TRAVELERS COMPANIES INC

-40.62%

Shares636

Event2026-06-30

Filed2026-07-14

MCD

MCDONALDS CORP

-37.21%

Shares773

Event2026-06-30

Filed2026-07-14

VUG

VANGUARD INDEX FDS

New

Shares2.4K

Event2026-06-30

Filed2026-07-14

NVS

NOVARTIS AG

New

Shares1.3K

Event2026-06-30

Filed2026-07-14

CHYM

CHIME FINL INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-14

AMGN

AMGEN INC

-39.08%

Shares558

Event2026-06-30

Filed2026-07-14

SHEL

SHELL PLC

New

Shares2.6K

Event2026-06-30

Filed2026-07-14

GWX

SPDR INDEX SHS FDS

New

Shares4.6K

Event2026-06-30

Filed2026-07-14

BFLY

BUTTERFLY NETWORK INC

0.00%

Shares23.7K

Event2026-06-30

Filed2026-07-14

BANCO SANTANDER SA

New

Shares14.3K

Event2026-06-30

Filed2026-07-14

ETHW

BITWISE ETHEREUM ETF

0.00%

Shares11.4K

Event2026-06-30

Filed2026-07-14

TOON

KARTOON STUDIOS INC.

New

Shares18.2K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available