Sponsored

The Analysis of STAR Financial Bank's Holdings & P&L

Currently, STAR Financial Bank holds 109 types of securities in its portfolio with a total value $245.4M. In the most recent quarter, they have increased their positions in VUG (+171.4K shares, valued at $14.8M), IWF (+87.4K shares, valued at $10.9M), VO (+114.1K shares, valued at $9.2M); decreased their positions in XHLF (-39.2K shares, valued at $2.0M), XTWO (-12.0K shares, valued at $587.6K), PEP (-1.9K shares, valued at $254.6K); initiated new positions in JMST (+9.9K shares, valued at $502.8K), BRK.B (+668 shares, valued at $334.3K), VGSH (+5.1K shares, valued at $299.0K).

1M P&L

+387.1K+0.17%

3M P&L

+6.5M+2.99%

HY P&L

-134.0M-37.34%

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/A194.2M

87.3%

2Consumer Electronics3.7M

1.7%

3Steel3.4M

1.5%

Top Industries by Stock Count

1N/A55 stocks

60.4%

2Drug Manufacturers - General3 stocks

3.3%

3Internet Content & Information2 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD VALUE ETF124.2K shares1.90%2026-06-302026-08-07

VUG VANGUARD GROWTH ETF198.4K shares636.45%2026-06-302026-08-07

BINC BLACKROCK ETF TRUST II288.7K shares8.01%2026-06-302026-08-07

IWF ISHARES RUSSELL 1000 GROWTH ETF117.5K shares291.23%2026-06-302026-08-07

GOVT ISHARES US TREASURY BOND ETF607.6K shares5.28%2026-06-302026-08-07

CAAA FIRST TRUST AAA626.5K shares13.68%2026-06-302026-08-07

VEA VANGUARD FTSE DEVELOPED MARKET ETF177.9K shares13.50%2026-06-302026-08-07

CLOA BLACKROCK ETF TRUST II237.3K shares11.21%2026-06-302026-08-07

Sponsored

VO VANGUARD MIDCAP VIPER ETF146.4K shares353.82%2026-06-302026-08-07

ISHARES CORE TOTAL U.S. BOND MARKET ETF ISHARES CORE TOTAL U.S. BOND MARKET ETF105.8K shares11.72%2026-06-302026-08-07

IJR ISHARES CORE S&P SMALL CAP ETF47.9K shares12.85%2026-06-302026-08-07

IJH ISHARES CORE S&P MIDCAP ETF62.1K shares14.69%2026-06-302026-08-07

AAPL APPLE INC12.8K shares16.27%2026-06-302026-08-07

XHLF BONDBLOXX ETF TRUST70.2K shares-35.81%2026-06-302026-08-07

QQQ INVESCO QQQ TRUST SERIES 14.7K shares0.00%2026-06-302026-08-07

STLD STEEL DYNAMICS INC14.9K shares-0.67%2026-06-302026-08-07

Sponsored

SCHD SCHWAB STRATEGIC TR104.6K shares1.48%2026-06-302026-08-07

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF50.4K shares2.17%2026-06-302026-08-07

IWD ISHARES RUSSELL 1000 VALUE ETF11.7K shares0.00%2026-06-302026-08-07

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF3.5K shares11.64%2026-06-302026-08-07

GPIX GOLDMAN SACHS ETF TR46.4K shares377.80%2026-06-302026-08-07

XTWO BONDBLOXX ETF TRUST51.5K shares-18.90%2026-06-302026-08-07

MSFT MICROSOFT CORP6.4K shares9.84%2026-06-302026-08-07

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF24.4K shares9.71%2026-06-302026-08-07

Sponsored

NVDA NVIDIA CORP10.7K shares39.81%2026-06-302026-08-07

SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF66.9K shares-8.34%2026-06-302026-08-07

VB VANGUARD SMALL CAP VIPER ETF5.9K shares-1.38%2026-06-302026-08-07

IWM ISHARES RUSSELL 2000 ETF6.0K shares45.87%2026-06-302026-08-07

GOOGL ALPHABET INC4.6K shares55.24%2026-06-302026-08-07

XTWY BONDBLOXX ETF TRUST41.8K shares-7.88%2026-06-302026-08-07

JP MORGAN CHASE & CO JP MORGAN CHASE & CO4.7K shares5.90%2026-06-302026-08-07

LLY ELI LILLY & CO1.1K shares-15.16%2026-06-302026-08-07

Sponsored

JNJ JOHNSON & JOHNSON4.7K shares5.22%2026-06-302026-08-07

AMZN AMAZON COM INC4.6K shares58.35%2026-06-302026-08-07

IWS ISHARES RUSSELL MID CAP VALUE ETF6.2K shares-2.12%2026-06-302026-08-07

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR5.3K shares0.00%2026-06-302026-08-07

IEMG ISHARES CORE MSCI EMERGING MKTS12.0K shares10.11%2026-06-302026-08-07

SDY SPDR S&P DIVIDEND ETF6.5K shares-0.83%2026-06-302026-08-07

VYMI VANGUARD INTL HIGH DIV YLD ETF10.0K shares5.16%2026-06-302026-08-07

CAT CATERPILLAR INC844 shares-0.71%2026-06-302026-08-07

Sponsored

HGER HARBOR ETF TRUST30.0K shares9.89%2026-06-302026-08-07

PEP PEPSICO INC6.2K shares-23.40%2026-06-302026-08-07

MDY SPDR S&P MIDCAP 400 ETF TRUST1.2K shares-0.86%2026-06-302026-08-07

CISCO SYSTEMS INC CISCO SYSTEMS INC6.8K shares11.92%2026-06-302026-08-07

ABBVIE INC ABBVIE INC2.8K shares8.22%2026-06-302026-08-07

WFC WELLS FARGO & CO NEW8.6K shares7.08%2026-06-302026-08-07

IXUS ISHARES CORE MSCI TOTAL INTL ETF7.3K shares20.06%2026-06-302026-08-07

DVY ETF ISHARES DJ SELECT DIVIDEND INDEX4.5K shares0.00%2026-06-302026-08-07

Sponsored

APPLIED MATERIALS INC APPLIED MATERIALS INC933 shares-11.81%2026-06-302026-08-07

IVOO VANGUARD ADMIRAL FDS INC5.0K shares0.00%2026-06-302026-08-07

BROADCOM INC BROADCOM INC1.7K shares6.82%2026-06-302026-08-07

BLK BLACKROCK INC649 shares1.25%2026-06-302026-08-07

FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND6.3K shares0.00%2026-06-302026-08-07

HD HOME DEPOT INC1.7K shares-20.96%2026-06-302026-08-07

QQQE DIREXION SHS ETF TR4.3K shares0.00%2026-06-302026-08-07

PG PROCTER & GAMBLE CO3.6K shares-3.14%2026-06-302026-08-07

Sponsored

CVX CHEVRONTEXACO CORP3.1K shares23.97%2026-06-302026-08-07

BND VANGUARD TOTAL BOND MARKET ETF7.0K shares-7.31%2026-06-302026-08-07

USMV ISHARES EDGE MSCI MIN VOL USA ETF5.3K shares0.00%2026-06-302026-08-07

JMST JPM ULTRA -SHORT MUNI INCOME ETF9.9K sharesnew addition2026-06-302026-08-07

MCD MCDONALD'S CORP1.8K shares16.73%2026-06-302026-08-07

GOOG ALPHABET INC1.4K shares8.26%2026-06-302026-08-07

WMT WAL-MART STORES INC4.3K shares26.23%2026-06-302026-08-07

SMMD ISHARES TR5.2K shares5.34%2026-06-302026-08-07

Sponsored

ALPS ETF TR ALPS ETF TR8.8K shares-7.97%2026-06-302026-08-07

CMI CUMMINS INC593 shares2.60%2026-06-302026-08-07

GL GLOBE LIFE INC2.3K shares-21.58%2026-06-302026-08-07

HAWX ISHARES TR8.7K shares0.00%2026-06-302026-08-07

EMR EMERSON ELECTRIC CO2.7K shares0.71%2026-06-302026-08-07

IBTJ ISHARES TR17.3K shares-2.28%2026-06-302026-08-07

LMT LOCKHEED MARTIN CORP731 shares-2.40%2026-06-302026-08-07

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR6.9K shares0.00%2026-06-302026-08-07

Sponsored

WASTE MANAGEMENT INC. WASTE MANAGEMENT INC.1.6K shares-7.33%2026-06-302026-08-07

MICROCHIP TECHNOLOGY INC MICROCHIP TECHNOLOGY INC3.7K shares-1.34%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW668 sharesnew addition2026-06-302026-08-07

HDV ISHARES TR12.0K shares499.60%2026-06-302026-08-07

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR2.8K shares0.00%2026-06-302026-08-07

GS GOLDMAN SACHS GROUP322 shares-0.92%2026-06-302026-08-07

CATH GLOBAL X FDS3.6K shares0.00%2026-06-302026-08-07

IBTL ISHARES TR15.9K shares-4.24%2026-06-302026-08-07

Sponsored

MS MORGAN STANLEY1.5K shares1.96%2026-06-302026-08-07

VISA INC VISA INC917 shares7.00%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC544 shares16.24%2026-06-302026-08-07

VGSH VANGUARD SCOTTSDALE FDS5.1K sharesnew addition2026-06-302026-08-07

SOUTHERN CO SOUTHERN CO3.1K shares1.90%2026-06-302026-08-07

COSTCO WHSL CORP NEW COSTCO WHSL CORP NEW312 sharesnew addition2026-06-302026-08-07

NURE NUSHARES ETF TR8.8K shares0.00%2026-06-302026-08-07

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR1.8K shares0.00%2026-06-302026-08-07

Sponsored

BAB INVESCO EXCH TRADED FD TR II10.5K shares-16.34%2026-06-302026-08-07

INTC INTEL CORP2.0K sharesnew addition2026-06-302026-08-07

VGK VANGUARD FTSE EUROPE ETF3.1K shares12.95%2026-06-302026-08-07

IBM INTERNATIONAL BUSINESS MACHINES CORP975 shares-27.02%2026-06-302026-08-07

NEXTERA ENERGY INC NEXTERA ENERGY INC3.1K shares4.42%2026-06-302026-08-07

RAYTHEON TECHNOLOGIES CORP RAYTHEON TECHNOLOGIES CORP1.4K sharesnew addition2026-06-302026-08-07

IBDR ISHARES TR10.8K shares-9.11%2026-06-302026-08-07

LIN LINDE PLC505 sharesnew addition2026-06-302026-08-07

Sponsored

GD GENERAL DYNAMICS CORP733 shares3.24%2026-06-302026-08-07

PAYX PAYCHEX INC2.6K shares0.00%2026-06-302026-08-07

MAR MARRIOTT INTERNATIONAL INC (NEW)661 shares4.42%2026-06-302026-08-07

AEP AMERICAN ELECTRIC POWER INC1.8K shares0.00%2026-06-302026-08-07

MO ALTRIA GROUP INC3.4K shares3.87%2026-06-302026-08-07

MRK MERCK & CO INC NEW1.9K shares5.34%2026-06-302026-08-07

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR1.2K sharesnew addition2026-06-302026-08-07

IJK ISHARES S&P MIDCAP 400 GROWTH INDEX FUND1.9K sharesnew addition2026-06-302026-08-07

Sponsored

VWO VANGUARD MSCI EMERGING MARKETS ETF3.7K sharesnew addition2026-06-302026-08-07

HONEYWELL INTL INC HONEYWELL INTL INC972 sharesnew addition2026-06-302026-08-07

TSLA TESLA INC497 sharesnew addition2026-06-302026-08-07

BAC BANK OF AMERICA CORP3.6K sharesnew addition2026-06-302026-08-07

IBDS ISHARES TR8.5K shares-11.40%2026-06-302026-08-07

VTV

VANGUARD VALUE ETF

1.90%

Shares124.2K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD GROWTH ETF

636.45%

Shares198.4K

Event2026-06-30

Filed2026-08-07

BINC

BLACKROCK ETF TRUST II

8.01%

Shares288.7K

Event2026-06-30

Filed2026-08-07

IWF

ISHARES RUSSELL 1000 GROWTH ETF

291.23%

Shares117.5K

Event2026-06-30

Filed2026-08-07

GOVT

ISHARES US TREASURY BOND ETF

5.28%

Shares607.6K

Event2026-06-30

Filed2026-08-07

CAAA

FIRST TRUST AAA

13.68%

Shares626.5K

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD FTSE DEVELOPED MARKET ETF

13.50%

Shares177.9K

Event2026-06-30

Filed2026-08-07

CLOA

BLACKROCK ETF TRUST II

11.21%

Shares237.3K

Event2026-06-30

Filed2026-08-07

VANGUARD MIDCAP VIPER ETF

353.82%

Shares146.4K

Event2026-06-30

Filed2026-08-07

ISHARES CORE TOTAL U.S. BOND MARKET ETF

11.72%

Shares105.8K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES CORE S&P SMALL CAP ETF

12.85%

Shares47.9K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES CORE S&P MIDCAP ETF

14.69%

Shares62.1K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

16.27%

Shares12.8K

Event2026-06-30

Filed2026-08-07

XHLF

BONDBLOXX ETF TRUST

-35.81%

Shares70.2K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TRUST SERIES 1

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-07

STLD

STEEL DYNAMICS INC

-0.67%

Shares14.9K

Event2026-06-30

Filed2026-08-07

SCHD

SCHWAB STRATEGIC TR

1.48%

Shares104.6K

Event2026-06-30

Filed2026-08-07

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

2.17%

Shares50.4K

Event2026-06-30

Filed2026-08-07

IWD

ISHARES RUSSELL 1000 VALUE ETF

0.00%

Shares11.7K

Event2026-06-30

Filed2026-08-07

ISHARES CORE S&P 500 ETF

11.64%

Shares3.5K

Event2026-06-30

Filed2026-08-07

GPIX

GOLDMAN SACHS ETF TR

377.80%

Shares46.4K

Event2026-06-30

Filed2026-08-07

XTWO

BONDBLOXX ETF TRUST

-18.90%

Shares51.5K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

9.84%

Shares6.4K

Event2026-06-30

Filed2026-08-07

ISHARES CORE MSCI EAFE ETF

9.71%

Shares24.4K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORP

39.81%

Shares10.7K

Event2026-06-30

Filed2026-08-07

SPSB

SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF

-8.34%

Shares66.9K

Event2026-06-30

Filed2026-08-07

VANGUARD SMALL CAP VIPER ETF

-1.38%

Shares5.9K

Event2026-06-30

Filed2026-08-07

IWM

ISHARES RUSSELL 2000 ETF

45.87%

Shares6.0K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

55.24%

Shares4.6K

Event2026-06-30

Filed2026-08-07

XTWY

BONDBLOXX ETF TRUST

-7.88%

Shares41.8K

Event2026-06-30

Filed2026-08-07

JP MORGAN CHASE & CO

5.90%

Shares4.7K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

-15.16%

Shares1.1K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

5.22%

Shares4.7K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

58.35%

Shares4.6K

Event2026-06-30

Filed2026-08-07

IWS

ISHARES RUSSELL MID CAP VALUE ETF

-2.12%

Shares6.2K

Event2026-06-30

Filed2026-08-07

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES CORE MSCI EMERGING MKTS

10.11%

Shares12.0K

Event2026-06-30

Filed2026-08-07

SDY

SPDR S&P DIVIDEND ETF

-0.83%

Shares6.5K

Event2026-06-30

Filed2026-08-07

VYMI

VANGUARD INTL HIGH DIV YLD ETF

5.16%

Shares10.0K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

-0.71%

Shares844

Event2026-06-30

Filed2026-08-07

HGER

HARBOR ETF TRUST

9.89%

Shares30.0K

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

-23.40%

Shares6.2K

Event2026-06-30

Filed2026-08-07

MDY

SPDR S&P MIDCAP 400 ETF TRUST

-0.86%

Shares1.2K

Event2026-06-30

Filed2026-08-07

CISCO SYSTEMS INC

11.92%

Shares6.8K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

8.22%

Shares2.8K

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO NEW

7.08%

Shares8.6K

Event2026-06-30

Filed2026-08-07

IXUS

ISHARES CORE MSCI TOTAL INTL ETF

20.06%

Shares7.3K

Event2026-06-30

Filed2026-08-07

DVY

ETF ISHARES DJ SELECT DIVIDEND INDEX

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-07

APPLIED MATERIALS INC

-11.81%

Shares933

Event2026-06-30

Filed2026-08-07

IVOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

6.82%

Shares1.7K

Event2026-06-30

Filed2026-08-07

BLK

BLACKROCK INC

1.25%

Shares649

Event2026-06-30

Filed2026-08-07

FTA

FIRST TRUST LARGE CAP VALUE ALPHADEX FUND

0.00%

Shares6.3K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

-20.96%

Shares1.7K

Event2026-06-30

Filed2026-08-07

QQQE

DIREXION SHS ETF TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

-3.14%

Shares3.6K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRONTEXACO CORP

23.97%

Shares3.1K

Event2026-06-30

Filed2026-08-07

BND

VANGUARD TOTAL BOND MARKET ETF

-7.31%

Shares7.0K

Event2026-06-30

Filed2026-08-07

USMV

ISHARES EDGE MSCI MIN VOL USA ETF

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-07

JMST

JPM ULTRA -SHORT MUNI INCOME ETF

New

Shares9.9K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALD'S CORP

16.73%

Shares1.8K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

8.26%

Shares1.4K

Event2026-06-30

Filed2026-08-07

WMT

WAL-MART STORES INC

26.23%

Shares4.3K

Event2026-06-30

Filed2026-08-07

SMMD

ISHARES TR

5.34%

Shares5.2K

Event2026-06-30

Filed2026-08-07

ALPS ETF TR

-7.97%

Shares8.8K

Event2026-06-30

Filed2026-08-07

CMI

CUMMINS INC

2.60%

Shares593

Event2026-06-30

Filed2026-08-07

GLOBE LIFE INC

-21.58%

Shares2.3K

Event2026-06-30

Filed2026-08-07

HAWX

ISHARES TR

0.00%

Shares8.7K

Event2026-06-30

Filed2026-08-07

EMR

EMERSON ELECTRIC CO

0.71%

Shares2.7K

Event2026-06-30

Filed2026-08-07

IBTJ

ISHARES TR

-2.28%

Shares17.3K

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

-2.40%

Shares731

Event2026-06-30

Filed2026-08-07

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-08-07

WASTE MANAGEMENT INC.

-7.33%

Shares1.6K

Event2026-06-30

Filed2026-08-07

MICROCHIP TECHNOLOGY INC

-1.34%

Shares3.7K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

New

Shares668

Event2026-06-30

Filed2026-08-07

HDV

ISHARES TR

499.60%

Shares12.0K

Event2026-06-30

Filed2026-08-07

XLY

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP

-0.92%

Shares322

Event2026-06-30

Filed2026-08-07

CATH

GLOBAL X FDS

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-07

IBTL

ISHARES TR

-4.24%

Shares15.9K

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

1.96%

Shares1.5K

Event2026-06-30

Filed2026-08-07

VISA INC

7.00%

Shares917

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

16.24%

Shares544

Event2026-06-30

Filed2026-08-07

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares5.1K

Event2026-06-30

Filed2026-08-07

SOUTHERN CO

1.90%

Shares3.1K

Event2026-06-30

Filed2026-08-07

COSTCO WHSL CORP NEW

New

Shares312

Event2026-06-30

Filed2026-08-07

NURE

NUSHARES ETF TR

0.00%

Shares8.8K

Event2026-06-30

Filed2026-08-07

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-07

BAB

INVESCO EXCH TRADED FD TR II

-16.34%

Shares10.5K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

New

Shares2.0K

Event2026-06-30

Filed2026-08-07

VGK

VANGUARD FTSE EUROPE ETF

12.95%

Shares3.1K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHINES CORP

-27.02%

Shares975

Event2026-06-30

Filed2026-08-07

NEXTERA ENERGY INC

4.42%

Shares3.1K

Event2026-06-30

Filed2026-08-07

RAYTHEON TECHNOLOGIES CORP

New

Shares1.4K

Event2026-06-30

Filed2026-08-07

IBDR

ISHARES TR

-9.11%

Shares10.8K

Event2026-06-30

Filed2026-08-07

LIN

LINDE PLC

New

Shares505

Event2026-06-30

Filed2026-08-07

GENERAL DYNAMICS CORP

3.24%

Shares733

Event2026-06-30

Filed2026-08-07

PAYX

PAYCHEX INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-07

MAR

MARRIOTT INTERNATIONAL INC (NEW)

4.42%

Shares661

Event2026-06-30

Filed2026-08-07

AEP

AMERICAN ELECTRIC POWER INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

3.87%

Shares3.4K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC NEW

5.34%

Shares1.9K

Event2026-06-30

Filed2026-08-07

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

IJK

ISHARES S&P MIDCAP 400 GROWTH INDEX FUND

New

Shares1.9K

Event2026-06-30

Filed2026-08-07

VWO

VANGUARD MSCI EMERGING MARKETS ETF

New

Shares3.7K

Event2026-06-30

Filed2026-08-07

HONEYWELL INTL INC

New

Shares972

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

New

Shares497

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMERICA CORP

New

Shares3.6K

Event2026-06-30

Filed2026-08-07

IBDS

ISHARES TR

-11.40%

Shares8.5K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available