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The Analysis of Strategic Wealth Advisors LLC's Holdings & P&L

Currently, Strategic Wealth Advisors LLC holds 260 types of securities in its portfolio with a total value $116.9K. In the most recent quarter, they have increased their positions in SPLV (+1.4K shares, valued at $98.08756539235412), SCZ (+1.1K shares, valued at $85.42277944726341), MCD (+269 shares, valued at $82.0677966101695); decreased their positions in VUSB (-58.0K shares, valued at $2.9K), JPST (-20.8K shares, valued at $1.0K), IEMG (-13.0K shares, valued at $875.2362126902549); initiated new positions in N/A (+47 shares, valued at $9), LRCX (+48 shares, valued at $8), WING (+18 shares, valued at $4).

1M P&L

-576.0K-0.57%

3M P&L

+2.0M+2.02%

HY P&L

+7.0M+7.53%

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/A86.2K

91.7%

2Consumer Electronics1.2K

1.3%

3Drug Manufacturers - General1.2K

1.3%

Top Industries by Stock Count

1N/A99 stocks

43.4%

2Drug Manufacturers - General8 stocks

3.5%

3Aerospace & Defense6 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR S&P 500 ETF TR SPDR S&P 500 ETF TR16.9K shares0.69%2026-06-302026-08-07

ISHARES TR ISHARES TR13.1K shares-6.23%2026-06-302026-08-07

VBK VANGUARD INDEX FDS23.8K shares0.71%2026-06-302026-08-07

VBR VANGUARD INDEX FDS30.6K shares0.29%2026-06-302026-08-07

DFAI DIMENSIONAL ETF TRUST165.6K shares-1.01%2026-06-302026-08-07

VCSH VANGUARD SCOTTSDALE FDS73.8K shares-8.52%2026-06-302026-08-07

DFAE DIMENSIONAL ETF TRUST151.9K shares-12.88%2026-06-302026-08-07

JPST J P MORGAN EXCHANGE TRADED F89.9K shares-18.76%2026-06-302026-08-07

Sponsored

DFAU DIMENSIONAL ETF TRUST82.3K shares-3.55%2026-06-302026-08-07

DFAR DIMENSIONAL ETF TRUST166.0K shares-8.47%2026-06-302026-08-07

VOE VANGUARD INDEX FDS17.8K shares-0.08%2026-06-302026-08-07

SCZ ISHARES TR40.6K shares2.79%2026-06-302026-08-07

VOT VANGUARD INDEX FDS10.9K shares-4.11%2026-06-302026-08-07

VNQI VANGUARD INTL EQUITY INDEX F63.9K shares-3.89%2026-06-302026-08-07

DFIS DIMENSIONAL ETF TRUST86.3K shares2.53%2026-06-302026-08-07

IWD ISHARES TR13.1K shares-11.49%2026-06-302026-08-07

Sponsored

MINT PIMCO ETF TR26.9K shares-12.43%2026-06-302026-08-07

VOO VANGUARD INDEX FDS3.7K shares-13.45%2026-06-302026-08-07

IWF ISHARES TR4.6K shares-4.07%2026-06-302026-08-07

VNQ VANGUARD INDEX FDS21.7K shares-1.09%2026-06-302026-08-07

VB VANGUARD INDEX FDS6.1K shares-0.13%2026-06-302026-08-07

JEPI J P MORGAN EXCHANGE TRADED F26.9K shares0.84%2026-06-302026-08-07

JMST J P MORGAN EXCHANGE TRADED F29.0K shares-1.01%2026-06-302026-08-07

VUSB VANGUARD BD INDEX FDS28.0K shares-67.40%2026-06-302026-08-07

Sponsored

AAPL APPLE INC4.4K shares0.36%2026-06-302026-08-07

ISHARES TR ISHARES TR12.2K shares-2.01%2026-06-302026-08-07

HELO J P MORGAN EXCHANGE TRADED F14.0K shares-5.20%2026-06-302026-08-07

SPLV INVESCO EXCH TRADED FD TR II12.4K shares12.43%2026-06-302026-08-07

MSFT MICROSOFT CORP1.5K shares1.66%2026-06-302026-08-07

IWB ISHARES TR1.8K shares0.00%2026-06-302026-08-07

VO VANGUARD INDEX FDS2.3K shares-2.56%2026-06-302026-08-07

IAU ISHARES GOLD TR8.0K shares6.03%2026-06-302026-08-07

Sponsored

ALL ALLSTATE CORP3.0K shares0.00%2026-06-302026-08-07

VTEB VANGUARD MUN BD FDS12.2K shares6.66%2026-06-302026-08-07

MRK MERCK & CO INC5.7K shares10.06%2026-06-302026-08-07

IWN ISHARES TR2.6K shares-2.81%2026-06-302026-08-07

MCD MCDONALDS CORP1.4K shares23.45%2026-06-302026-08-07

EFAV ISHARES TR4.4K shares0.00%2026-06-302026-08-07

AMGN AMGEN INC1.1K shares0.00%2026-06-302026-08-07

BND VANGUARD BD INDEX FDS4.8K shares-47.83%2026-06-302026-08-07

Sponsored

IEMG ISHARES INC5.1K shares-72.02%2026-06-302026-08-07

NEAR ISHARES U S ETF TR6.4K shares-41.22%2026-06-302026-08-07

HOLA J P MORGAN EXCHANGE TRADED F5.1K shares0.00%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS677 shares2.73%2026-06-302026-08-07

IWM ISHARES TR868 shares-20.95%2026-06-302026-08-07

MS MORGAN STANLEY1.2K shares20.62%2026-06-302026-08-07

AKRE PROFESIONALLY MANAGED PORTFO3.1K shares0.00%2026-06-302026-08-07

XHB SPDR SERIES TRUST2.0K shares0.00%2026-06-302026-08-07

Sponsored

GOOG ALPHABET INC652 shares0.00%2026-06-302026-08-07

VHT VANGUARD WORLD FD710 shares0.00%2026-06-302026-08-07

GWX SPDR INDEX SHS FDS4.8K shares8.78%2026-06-302026-08-07

COSTCO WHSL CORP NEW COSTCO WHSL CORP NEW226 shares0.00%2026-06-302026-08-07

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.2.9K shares0.00%2026-06-302026-08-07

EMXC ISHARES INC2.5K shares-2.25%2026-06-302026-08-07

VV VANGUARD INDEX FDS562 shares0.00%2026-06-302026-08-07

DFUS DIMENSIONAL ETF TRUST2.3K shares5.42%2026-06-302026-08-07

Sponsored

JPMORGAN CHASE & CO. JPMORGAN CHASE & CO.502 shares29.05%2026-06-302026-08-07

GOOGL ALPHABET INC450 shares-5.66%2026-06-302026-08-07

GWW WW GRAINGER INC139 shares0.00%2026-06-302026-08-07

WMT WALMART INC1.2K shares0.00%2026-06-302026-08-07

IWP ISHARES TR979 shares0.00%2026-06-302026-08-07

IBM INTERNATIONAL BUSINESS MACHS449 shares0.00%2026-06-302026-08-07

ADP AUTOMATIC DATA PROCESSING IN511 shares61.20%2026-06-302026-08-07

VWO VANGUARD INTL EQUITY INDEX F2.3K shares0.00%2026-06-302026-08-07

Sponsored

NVDA NVIDIA CORPORATION617 shares0.00%2026-06-302026-08-07

O REALTY INCOME CORP2.0K shares0.00%2026-06-302026-08-07

GE GE AEROSPACE370 shares0.00%2026-06-302026-08-07

ABBVIE INC ABBVIE INC487 shares47.58%2026-06-302026-08-07

ICF ISHARES TR1.8K shares0.00%2026-06-302026-08-07

MEDTRONIC PLC MEDTRONIC PLC1.1K shares135.86%2026-06-302026-08-07

MGK VANGUARD WORLD FD260 shares0.00%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON517 shares0.00%2026-06-302026-08-07

Sponsored

QQQ INVESCO QQQ TR171 shares0.00%2026-06-302026-08-07

SDY SPDR SERIES TRUST712 shares0.00%2026-06-302026-08-07

PG PROCTER AND GAMBLE CO653 shares-7.77%2026-06-302026-08-07

RWX SPDR INDEX SHS FDS3.3K shares0.00%2026-06-302026-08-07

COF CAPITAL ONE FINL CORP370 shares40.68%2026-06-302026-08-07

XLF SELECT SECTOR SPDR TR1.5K shares0.00%2026-06-302026-08-07

NOC NORTHROP GRUMMAN CORP145 shares25.00%2026-06-302026-08-07

CSX CSX CORP2.2K shares0.00%2026-06-302026-08-07

Sponsored

RSP INVESCO EXCHANGE TRADED FD T409 shares0.00%2026-06-302026-08-07

TT TRANE TECHNOLOGIES PLC198 shares0.00%2026-06-302026-08-07

IVW ISHARES TR610 shares0.00%2026-06-302026-08-07

UNP UNION PAC CORP313 shares0.00%2026-06-302026-08-07

SCHW SCHWAB CHARLES CORP720 shares0.00%2026-06-302026-08-07

ISHARES TR ISHARES TR710 shares-7.91%2026-06-302026-08-07

IWS ISHARES TR500 shares0.00%2026-06-302026-08-07

PEP PEPSICO INC485 shares0.00%2026-06-302026-08-07

Sponsored

SYK STRYKER CORPORATION197 shares50.38%2026-06-302026-08-07

AMZN AMAZON COM INC295 shares37.21%2026-06-302026-08-07

IWV ISHARES TR175 shares0.00%2026-06-302026-08-07

IWR ISHARES TR687 shares0.00%2026-06-302026-08-07

USMV ISHARES TR670 shares16.52%2026-06-302026-08-07

AFL AFLAC INC570 shares30.73%2026-06-302026-08-07

VAW VANGUARD WORLD FD300 shares0.00%2026-06-302026-08-07

XHS SPDR SERIES TRUST560 shares0.00%2026-06-302026-08-07

Sponsored

APH AMPHENOL CORP NEW407 shares0.00%2026-06-302026-08-07

IYJ ISHARES TR374 shares0.00%2026-06-302026-08-07

GD GENERAL DYNAMICS CORP160 shares0.00%2026-06-302026-08-07

NVS NOVARTIS AG382 shares0.00%2026-06-302026-08-07

NSC NORFOLK SOUTHN CORP180 shares23.29%2026-06-302026-08-07

SILA SILA REALTY TRUST INC2.2K shares0.00%2026-06-302026-08-07

CL COLGATE PALMOLIVE CO604 shares0.00%2026-06-302026-08-07

EQAL INVESCO EXCH TRADED FD TR II872 shares0.00%2026-06-302026-08-07

Sponsored

KMI KINDER MORGAN INC DEL1.7K shares0.00%2026-06-302026-08-07

PLD PROLOGIS INC.355 shares0.00%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP372 shares4.20%2026-06-302026-08-07

TIP ISHARES TR405 shares16.71%2026-06-302026-08-07

PFE PFIZER INC1.8K shares-15.40%2026-06-302026-08-07

EFA ISHARES TR455 shares0.00%2026-06-302026-08-07

WEC WEC ENERGY GROUP INC414 shares0.00%2026-06-302026-08-07

XEL XCEL ENERGY INC590 shares0.00%2026-06-302026-08-07

Sponsored

T AT&T INC1.7K shares85.62%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC558 shares95.79%2026-06-302026-08-07

EMR EMERSON ELEC CO315 shares0.00%2026-06-302026-08-07

SLV ISHARES SILVER TR626 shares-7.81%2026-06-302026-08-07

KO COCA COLA CO533 shares0.00%2026-06-302026-08-07

BOTZ GLOBAL X FDS1.0K shares0.00%2026-06-302026-08-07

MPC MARATHON PETE CORP223 shares0.00%2026-06-302026-08-07

EW EDWARDS LIFESCIENCES CORP415 shares0.00%2026-06-302026-08-07

Sponsored

GEV GE VERNOVA INC54 shares3.85%2026-06-302026-08-07

IXUS ISHARES TR416 shares0.00%2026-06-302026-08-07

IBB ISHARES TR208 shares0.00%2026-06-302026-08-07

VUG VANGUARD INDEX FDS72 shares0.00%2026-06-302026-08-07

VEA VANGUARD TAX-MANAGED FDS567 shares0.00%2026-06-302026-08-07

CVX CHEVRON CORP NEW220 shares51.72%2026-06-302026-08-07

HTH HILLTOP HOLDINGS INC1.0K shares0.00%2026-06-302026-08-07

FBTC FIDELITY WISE ORIGIN BITCOIN430 shares0.00%2026-06-302026-08-07

Sponsored

SLB SLB LIMITED801 shares99.75%2026-06-302026-08-07

VXUS VANGUARD STAR FDS400 shares0.00%2026-06-302026-08-07

HON HONEYWELL INTL INC149 shares28.45%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC44 shares4.76%2026-06-302026-08-07

BA BOEING CO127 shares-18.59%2026-06-302026-08-07

BAC BANK AMERICA CORP449 shares0.00%2026-06-302026-08-07

BROADCOM INC BROADCOM INC71 shares16.39%2026-06-302026-08-07

FITB FIFTH THIRD BANCORP514 shares100.00%2026-06-302026-08-07

Sponsored

LMT LOCKHEED MARTIN CORP50 shares0.00%2026-06-302026-08-07

SCHV SCHWAB STRATEGIC TR780 shares-48.89%2026-06-302026-08-07

ABT ABBOTT LABS176 shares0.00%2026-06-302026-08-07

INTC INTEL CORP617 shares15.76%2026-06-302026-08-07

TSLA TESLA INC49 shares0.00%2026-06-302026-08-07

EQT EQT CORP378 shares0.00%2026-06-302026-08-07

HD HOME DEPOT INC61 shares0.00%2026-06-302026-08-07

ESGE ISHARES INC466 shares0.00%2026-06-302026-08-07

Sponsored

KMB KIMBERLY-CLARK CORP199 shares0.00%2026-06-302026-08-07

TJX TJX COS INC NEW133 shares0.00%2026-06-302026-08-07

LLY ELI LILLY & CO18 shares0.00%2026-06-302026-08-07

RKLB ROCKET LAB CORP280 shares0.00%2026-06-302026-08-07

SHEL SHELL PLC267 shares100.75%2026-06-302026-08-07

VISA INC VISA INC56 shares69.70%2026-06-302026-08-07

DVY ISHARES TR133 shares0.00%2026-06-302026-08-07

IYT ISHARES TR252 shares0.00%2026-06-302026-08-07

Sponsored

RF REGIONS FINANCIAL CORP NEW668 shares0.00%2026-06-302026-08-07

BXSL BLACKSTONE SECD LENDING FD655 shares0.00%2026-06-302026-08-07

CORTEVA INC CORTEVA INC266 shares0.00%2026-06-302026-08-07

MDLZ MONDELEZ INTL INC298 shares0.00%2026-06-302026-08-07

PHAT PHATHOM PHARMACEUTICALS INC1.0K shares0.00%2026-06-302026-08-07

IWO ISHARES TR47 shares0.00%2026-06-302026-08-07

LUV SOUTHWEST AIRLS CO375 shares0.00%2026-06-302026-08-07

ESGD ISHARES TR149 shares21.14%2026-06-302026-08-07

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED26 shares0.00%2026-06-302026-08-07

NWN NORTHWEST NAT HLDG CO313 shares0.00%2026-06-302026-08-07

VRTX VERTEX PHARMACEUTICALS INC32 shares0.00%2026-06-302026-08-07

XT ISHARES TR194 shares0.00%2026-06-302026-08-07

VONV VANGUARD SCOTTSDALE FDS145 shares0.00%2026-06-302026-08-07

GGG GRACO INC150 shares0.00%2026-06-302026-08-07

EWC ISHARES INC215 shares0.00%2026-06-302026-08-07

VCIT VANGUARD SCOTTSDALE FDS138 shares0.00%2026-06-302026-08-07

Sponsored

WBD WARNER BROS DISCOVERY INC402 shares0.00%2026-06-302026-08-07

DD DUPONT DE NEMOURS INC266 shares100.00%2026-06-302026-08-07

DRLL EA SERIES TRUST368 shares0.00%2026-06-302026-08-07

GEHC GE HEALTHCARE TECHNOLOGIES I128 shares0.00%2026-06-302026-08-07

Q QNITY ELECTRONICS INC132 shares100.00%2026-06-302026-08-07

VGSH VANGUARD SCOTTSDALE FDS187 shares0.00%2026-06-302026-08-07

BLOK AMPLIFY ETF TR175 shares0.00%2026-06-302026-08-07

ESGU ISHARES TR61 shares0.00%2026-06-302026-08-07

Sponsored

MU MICRON TECHNOLOGY INC34 shares13.33%2026-06-302026-08-07

ORACLE CORP ORACLE CORP47 sharesnew addition2026-06-302026-08-07

PRU PRUDENTIAL FINL INC88 shares0.00%2026-06-302026-08-07

VIG VANGUARD SPECIALIZED FUNDS43 shares0.00%2026-06-302026-08-07

APPLOVIN CORP APPLOVIN CORP13 shares0.00%2026-06-302026-08-07

PJP INVESCO EXCHANGE TRADED FD T85 shares0.00%2026-06-302026-08-07

EWA ISHARES INC310 shares0.00%2026-06-302026-08-07

LRCX LAM RESEARCH CORP48 sharesnew addition2026-06-302026-08-07

Sponsored

NUE NUCOR CORP55 shares0.00%2026-06-302026-08-07

NUVATION BIO INC NUVATION BIO INC1.0K shares0.00%2026-06-302026-08-07

ISRG INTUITIVE SURGICAL INC14 shares0.00%2026-06-302026-08-07

TRGP TARGA RES CORP39 shares0.00%2026-06-302026-08-07

TGT TARGET CORP80 shares0.00%2026-06-302026-08-07

DASH DOORDASH INC30 shares0.00%2026-06-302026-08-07

DOW DOW INC266 shares0.00%2026-06-302026-08-07

HOG HARLEY DAVIDSON INC334 shares0.00%2026-06-302026-08-07

Sponsored

EEMV ISHARES INC102 shares0.00%2026-06-302026-08-07

OEF ISHARES TR18 shares0.00%2026-06-302026-08-07

ROK ROCKWELL AUTOMATION INC17 shares0.00%2026-06-302026-08-07

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A12 shares0.00%2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC27 shares-32.50%2026-06-302026-08-07

BAX BAXTER INTL INC300 shares0.00%2026-06-302026-08-07

BMY BRISTOL-MYERS SQUIBB CO111 shares0.00%2026-06-302026-08-07

ETN EATON CORP PLC16 shares0.00%2026-06-302026-08-07

Sponsored

GSK PLC GSK PLC120 shares0.00%2026-06-302026-08-07

HPE HEWLETT PACKARD ENTERPRISE C240 shares0.00%2026-06-302026-08-07

HPQ HP INC240 shares0.00%2026-06-302026-08-07

INSM INSMED INC29 shares0.00%2026-06-302026-08-07

ITOT ISHARES TR38 shares0.00%2026-06-302026-08-07

HYG ISHARES TR70 shares-6.67%2026-06-302026-08-07

ODFL OLD DOMINION FREIGHT LINE IN36 shares0.00%2026-06-302026-08-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC32 shares-38.46%2026-06-302026-08-07

Sponsored

SOLS SOLSTICE ADVANCED MATLS INC111 shares296.43%2026-06-302026-08-07

CLX CLOROX CO DEL40 shares0.00%2026-06-302026-08-07

GUARDANT HEALTH INC GUARDANT HEALTH INC40 shares0.00%2026-06-302026-08-07

INTU INTUIT7 shares0.00%2026-06-302026-08-07

MEAR ISHARES U S ETF TR86 shares0.00%2026-06-302026-08-07

MLM MARTIN MARIETTA MATLS INC7 shares0.00%2026-06-302026-08-07

MRVL MARVELL TECHNOLOGY INC52 shares-32.47%2026-06-302026-08-07

ONON ON HLDG AG93 shares0.00%2026-06-302026-08-07

Sponsored

OGN ORGANON & CO590 shares0.00%2026-06-302026-08-07

SHW SHERWIN WILLIAMS CO13 shares0.00%2026-06-302026-08-07

SNOWFLAKE INC SNOWFLAKE INC22 shares15.79%2026-06-302026-08-07

VRRM VERRA MOBILITY CORP200 shares0.00%2026-06-302026-08-07

WING WINGSTOP INC18 sharesnew addition2026-06-302026-08-07

AME AMETEK INC16 sharesnew addition2026-06-302026-08-07

ARGENX SE ARGENX SE4 shares0.00%2026-06-302026-08-07

ARK ETF TR ARK ETF TR44 shares0.00%2026-06-302026-08-07

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC35 sharesnew addition2026-06-302026-08-07

BSX BOSTON SCIENTIFIC CORP39 shares0.00%2026-06-302026-08-07

CARNIVAL CORP CARNIVAL CORP100 shares0.00%2026-06-302026-08-07

CLOUDFLARE INC CLOUDFLARE INC18 shares12.50%2026-06-302026-08-07

COHR COHERENT CORP20 shares0.00%2026-06-302026-08-07

DATADOG INC DATADOG INC27 shares8.00%2026-06-302026-08-07

EFV ISHARES TR49 shares0.00%2026-06-302026-08-07

KLAC KLA CORP3 shares-50.00%2026-06-302026-08-07

Sponsored

OXY OCCIDENTAL PETE CORP85 shares0.00%2026-06-302026-08-07

OLN OLIN CORP180 shares0.00%2026-06-302026-08-07

OPEN OPENDOOR TECHNOLOGIES INC635 shares0.00%2026-06-302026-08-07

ROST ROSS STORES INC17 shares0.00%2026-06-302026-08-07

TKO TKO GROUP HOLDINGS INC17 shares30.77%2026-06-302026-08-07

ALC ALCON AG30 shares0.00%2026-06-302026-08-07

CAG CONAGRA BRANDS INC167 shares0.00%2026-06-302026-08-07

DIS DISNEY WALT CO26 shares0.00%2026-06-302026-08-07

Sponsored

IJS ISHARES TR24 shares0.00%2026-06-302026-08-07

KD KYNDRYL HLDGS INC89 shares0.00%2026-06-302026-08-07

IOT SAMSARA INC82 shares0.00%2026-06-302026-08-07

BJK VANECK ETF TRUST50 sharesnew addition2026-06-302026-08-07

WCN WASTE CONNECTIONS INC13 shares0.00%2026-06-302026-08-07

ZS ZSCALER INC11 shares0.00%2026-06-302026-08-07

ARK ETF TR ARK ETF TR60 shares0.00%2026-06-302026-08-07

CC CHEMOURS CO167 shares101.20%2026-06-302026-08-07

Sponsored

DHI D R HORTON INC10 shares0.00%2026-06-302026-08-07

F FORD MTR CO150 shares-77.88%2026-06-302026-08-07

HLN HALEON PLC150 shares0.00%2026-06-302026-08-07

NCLH NORWEGIAN CRUISE LINE HLDG L50 shares0.00%2026-06-302026-08-07

UXRP PROSHARES TR115 shares0.00%2026-06-302026-08-07

CI THE CIGNA GROUP7 shares0.00%2026-06-302026-08-07

UPS UNITED PARCEL SERVICE INC15 shares0.00%2026-06-302026-08-07

DVN DEVON ENERGY CORP NEW20 shares100.00%2026-06-302026-08-07

Sponsored

OPENL OPENDOOR TECHNOLOGIES INC21 shares0.00%2026-06-302026-08-07

OPENZ OPENDOOR TECHNOLOGIES INC21 shares0.00%2026-06-302026-08-07

OPENW OPENDOOR TECHNOLOGIES INC21 shares0.00%2026-06-302026-08-07

VZ VERIZON COMMUNICATIONS INC10 shares0.00%2026-06-302026-08-07

SPDR S&P 500 ETF TR

0.69%

Shares16.9K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-6.23%

Shares13.1K

Event2026-06-30

Filed2026-08-07

VBK

VANGUARD INDEX FDS

0.71%

Shares23.8K

Event2026-06-30

Filed2026-08-07

VBR

VANGUARD INDEX FDS

0.29%

Shares30.6K

Event2026-06-30

Filed2026-08-07

DFAI

DIMENSIONAL ETF TRUST

-1.01%

Shares165.6K

Event2026-06-30

Filed2026-08-07

VCSH

VANGUARD SCOTTSDALE FDS

-8.52%

Shares73.8K

Event2026-06-30

Filed2026-08-07

DFAE

DIMENSIONAL ETF TRUST

-12.88%

Shares151.9K

Event2026-06-30

Filed2026-08-07

JPST

J P MORGAN EXCHANGE TRADED F

-18.76%

Shares89.9K

Event2026-06-30

Filed2026-08-07

DFAU

DIMENSIONAL ETF TRUST

-3.55%

Shares82.3K

Event2026-06-30

Filed2026-08-07

DFAR

DIMENSIONAL ETF TRUST

-8.47%

Shares166.0K

Event2026-06-30

Filed2026-08-07

VOE

VANGUARD INDEX FDS

-0.08%

Shares17.8K

Event2026-06-30

Filed2026-08-07

SCZ

ISHARES TR

2.79%

Shares40.6K

Event2026-06-30

Filed2026-08-07

VOT

VANGUARD INDEX FDS

-4.11%

Shares10.9K

Event2026-06-30

Filed2026-08-07

VNQI

VANGUARD INTL EQUITY INDEX F

-3.89%

Shares63.9K

Event2026-06-30

Filed2026-08-07

DFIS

DIMENSIONAL ETF TRUST

2.53%

Shares86.3K

Event2026-06-30

Filed2026-08-07

IWD

ISHARES TR

-11.49%

Shares13.1K

Event2026-06-30

Filed2026-08-07

MINT

PIMCO ETF TR

-12.43%

Shares26.9K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

-13.45%

Shares3.7K

Event2026-06-30

Filed2026-08-07

IWF

ISHARES TR

-4.07%

Shares4.6K

Event2026-06-30

Filed2026-08-07

VNQ

VANGUARD INDEX FDS

-1.09%

Shares21.7K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-0.13%

Shares6.1K

Event2026-06-30

Filed2026-08-07

JEPI

J P MORGAN EXCHANGE TRADED F

0.84%

Shares26.9K

Event2026-06-30

Filed2026-08-07

JMST

J P MORGAN EXCHANGE TRADED F

-1.01%

Shares29.0K

Event2026-06-30

Filed2026-08-07

VUSB

VANGUARD BD INDEX FDS

-67.40%

Shares28.0K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

0.36%

Shares4.4K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-2.01%

Shares12.2K

Event2026-06-30

Filed2026-08-07

HELO

J P MORGAN EXCHANGE TRADED F

-5.20%

Shares14.0K

Event2026-06-30

Filed2026-08-07

SPLV

INVESCO EXCH TRADED FD TR II

12.43%

Shares12.4K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

1.66%

Shares1.5K

Event2026-06-30

Filed2026-08-07

IWB

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-2.56%

Shares2.3K

Event2026-06-30

Filed2026-08-07

IAU

ISHARES GOLD TR

6.03%

Shares8.0K

Event2026-06-30

Filed2026-08-07

ALL

ALLSTATE CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-07

VTEB

VANGUARD MUN BD FDS

6.66%

Shares12.2K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

10.06%

Shares5.7K

Event2026-06-30

Filed2026-08-07

IWN

ISHARES TR

-2.81%

Shares2.6K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

23.45%

Shares1.4K

Event2026-06-30

Filed2026-08-07

EFAV

ISHARES TR

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

BND

VANGUARD BD INDEX FDS

-47.83%

Shares4.8K

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES INC

-72.02%

Shares5.1K

Event2026-06-30

Filed2026-08-07

NEAR

ISHARES U S ETF TR

-41.22%

Shares6.4K

Event2026-06-30

Filed2026-08-07

HOLA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

2.73%

Shares677

Event2026-06-30

Filed2026-08-07

IWM

ISHARES TR

-20.95%

Shares868

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

20.62%

Shares1.2K

Event2026-06-30

Filed2026-08-07

AKRE

PROFESIONALLY MANAGED PORTFO

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-07

XHB

SPDR SERIES TRUST

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

0.00%

Shares652

Event2026-06-30

Filed2026-08-07

VHT

VANGUARD WORLD FD

0.00%

Shares710

Event2026-06-30

Filed2026-08-07

GWX

SPDR INDEX SHS FDS

8.78%

Shares4.8K

Event2026-06-30

Filed2026-08-07

COSTCO WHSL CORP NEW

0.00%

Shares226

Event2026-06-30

Filed2026-08-07

MICROCHIP TECHNOLOGY INC.

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-07

EMXC

ISHARES INC

-2.25%

Shares2.5K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

0.00%

Shares562

Event2026-06-30

Filed2026-08-07

DFUS

DIMENSIONAL ETF TRUST

5.42%

Shares2.3K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO.

29.05%

Shares502

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

-5.66%

Shares450

Event2026-06-30

Filed2026-08-07

GWW

WW GRAINGER INC

0.00%

Shares139

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

IWP

ISHARES TR

0.00%

Shares979

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares449

Event2026-06-30

Filed2026-08-07

ADP

AUTOMATIC DATA PROCESSING IN

61.20%

Shares511

Event2026-06-30

Filed2026-08-07

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

0.00%

Shares617

Event2026-06-30

Filed2026-08-07

REALTY INCOME CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

0.00%

Shares370

Event2026-06-30

Filed2026-08-07

ABBVIE INC

47.58%

Shares487

Event2026-06-30

Filed2026-08-07

ICF

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-07

MEDTRONIC PLC

135.86%

Shares1.1K

Event2026-06-30

Filed2026-08-07

MGK

VANGUARD WORLD FD

0.00%

Shares260

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

0.00%

Shares517

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

0.00%

Shares171

Event2026-06-30

Filed2026-08-07

SDY

SPDR SERIES TRUST

0.00%

Shares712

Event2026-06-30

Filed2026-08-07

PROCTER AND GAMBLE CO

-7.77%

Shares653

Event2026-06-30

Filed2026-08-07

RWX

SPDR INDEX SHS FDS

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-07

COF

CAPITAL ONE FINL CORP

40.68%

Shares370

Event2026-06-30

Filed2026-08-07

XLF

SELECT SECTOR SPDR TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-07

NOC

NORTHROP GRUMMAN CORP

25.00%

Shares145

Event2026-06-30

Filed2026-08-07

CSX

CSX CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-07

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares409

Event2026-06-30

Filed2026-08-07

TRANE TECHNOLOGIES PLC

0.00%

Shares198

Event2026-06-30

Filed2026-08-07

IVW

ISHARES TR

0.00%

Shares610

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

0.00%

Shares313

Event2026-06-30

Filed2026-08-07

SCHW

SCHWAB CHARLES CORP

0.00%

Shares720

Event2026-06-30

Filed2026-08-07

ISHARES TR

-7.91%

Shares710

Event2026-06-30

Filed2026-08-07

IWS

ISHARES TR

0.00%

Shares500

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

0.00%

Shares485

Event2026-06-30

Filed2026-08-07

SYK

STRYKER CORPORATION

50.38%

Shares197

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

37.21%

Shares295

Event2026-06-30

Filed2026-08-07

IWV

ISHARES TR

0.00%

Shares175

Event2026-06-30

Filed2026-08-07

IWR

ISHARES TR

0.00%

Shares687

Event2026-06-30

Filed2026-08-07

USMV

ISHARES TR

16.52%

Shares670

Event2026-06-30

Filed2026-08-07

AFL

AFLAC INC

30.73%

Shares570

Event2026-06-30

Filed2026-08-07

VAW

VANGUARD WORLD FD

0.00%

Shares300

Event2026-06-30

Filed2026-08-07

XHS

SPDR SERIES TRUST

0.00%

Shares560

Event2026-06-30

Filed2026-08-07

APH

AMPHENOL CORP NEW

0.00%

Shares407

Event2026-06-30

Filed2026-08-07

IYJ

ISHARES TR

0.00%

Shares374

Event2026-06-30

Filed2026-08-07

GENERAL DYNAMICS CORP

0.00%

Shares160

Event2026-06-30

Filed2026-08-07

NVS

NOVARTIS AG

0.00%

Shares382

Event2026-06-30

Filed2026-08-07

NSC

NORFOLK SOUTHN CORP

23.29%

Shares180

Event2026-06-30

Filed2026-08-07

SILA

SILA REALTY TRUST INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-07

COLGATE PALMOLIVE CO

0.00%

Shares604

Event2026-06-30

Filed2026-08-07

EQAL

INVESCO EXCH TRADED FD TR II

0.00%

Shares872

Event2026-06-30

Filed2026-08-07

KMI

KINDER MORGAN INC DEL

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-07

PLD

PROLOGIS INC.

0.00%

Shares355

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

4.20%

Shares372

Event2026-06-30

Filed2026-08-07

TIP

ISHARES TR

16.71%

Shares405

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

-15.40%

Shares1.8K

Event2026-06-30

Filed2026-08-07

EFA

ISHARES TR

0.00%

Shares455

Event2026-06-30

Filed2026-08-07

WEC

WEC ENERGY GROUP INC

0.00%

Shares414

Event2026-06-30

Filed2026-08-07

XEL

XCEL ENERGY INC

0.00%

Shares590

Event2026-06-30

Filed2026-08-07

AT&T INC

85.62%

Shares1.7K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

95.79%

Shares558

Event2026-06-30

Filed2026-08-07

EMR

EMERSON ELEC CO

0.00%

Shares315

Event2026-06-30

Filed2026-08-07

SLV

ISHARES SILVER TR

-7.81%

Shares626

Event2026-06-30

Filed2026-08-07

COCA COLA CO

0.00%

Shares533

Event2026-06-30

Filed2026-08-07

BOTZ

GLOBAL X FDS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-07

MPC

MARATHON PETE CORP

0.00%

Shares223

Event2026-06-30

Filed2026-08-07

EDWARDS LIFESCIENCES CORP

0.00%

Shares415

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

3.85%

Shares54

Event2026-06-30

Filed2026-08-07

IXUS

ISHARES TR

0.00%

Shares416

Event2026-06-30

Filed2026-08-07

IBB

ISHARES TR

0.00%

Shares208

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

0.00%

Shares72

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares567

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORP NEW

51.72%

Shares220

Event2026-06-30

Filed2026-08-07

HTH

HILLTOP HOLDINGS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-07

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares430

Event2026-06-30

Filed2026-08-07

SLB

SLB LIMITED

99.75%

Shares801

Event2026-06-30

Filed2026-08-07

VXUS

VANGUARD STAR FDS

0.00%

Shares400

Event2026-06-30

Filed2026-08-07

HON

HONEYWELL INTL INC

28.45%

Shares149

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

4.76%

Shares44

Event2026-06-30

Filed2026-08-07

BOEING CO

-18.59%

Shares127

Event2026-06-30

Filed2026-08-07

BAC

BANK AMERICA CORP

0.00%

Shares449

Event2026-06-30

Filed2026-08-07

BROADCOM INC

16.39%

Shares71

Event2026-06-30

Filed2026-08-07

FITB

FIFTH THIRD BANCORP

100.00%

Shares514

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

0.00%

Shares50

Event2026-06-30

Filed2026-08-07

SCHV

SCHWAB STRATEGIC TR

-48.89%

Shares780

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABS

0.00%

Shares176

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

15.76%

Shares617

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

0.00%

Shares49

Event2026-06-30

Filed2026-08-07

EQT

EQT CORP

0.00%

Shares378

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

0.00%

Shares61

Event2026-06-30

Filed2026-08-07

ESGE

ISHARES INC

0.00%

Shares466

Event2026-06-30

Filed2026-08-07

KMB

KIMBERLY-CLARK CORP

0.00%

Shares199

Event2026-06-30

Filed2026-08-07

TJX

TJX COS INC NEW

0.00%

Shares133

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

0.00%

Shares18

Event2026-06-30

Filed2026-08-07

RKLB

ROCKET LAB CORP

0.00%

Shares280

Event2026-06-30

Filed2026-08-07

SHEL

SHELL PLC

100.75%

Shares267

Event2026-06-30

Filed2026-08-07

VISA INC

69.70%

Shares56

Event2026-06-30

Filed2026-08-07

DVY

ISHARES TR

0.00%

Shares133

Event2026-06-30

Filed2026-08-07

IYT

ISHARES TR

0.00%

Shares252

Event2026-06-30

Filed2026-08-07

REGIONS FINANCIAL CORP NEW

0.00%

Shares668

Event2026-06-30

Filed2026-08-07

BXSL

BLACKSTONE SECD LENDING FD

0.00%

Shares655

Event2026-06-30

Filed2026-08-07

CORTEVA INC

0.00%

Shares266

Event2026-06-30

Filed2026-08-07

MDLZ

MONDELEZ INTL INC

0.00%

Shares298

Event2026-06-30

Filed2026-08-07

PHAT

PHATHOM PHARMACEUTICALS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-07

IWO

ISHARES TR

0.00%

Shares47

Event2026-06-30

Filed2026-08-07

LUV

SOUTHWEST AIRLS CO

0.00%

Shares375

Event2026-06-30

Filed2026-08-07

ESGD

ISHARES TR

21.14%

Shares149

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

0.00%

Shares26

Event2026-06-30

Filed2026-08-07

NWN

NORTHWEST NAT HLDG CO

0.00%

Shares313

Event2026-06-30

Filed2026-08-07

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares32

Event2026-06-30

Filed2026-08-07

ISHARES TR

0.00%

Shares194

Event2026-06-30

Filed2026-08-07

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares145

Event2026-06-30

Filed2026-08-07

GGG

GRACO INC

0.00%

Shares150

Event2026-06-30

Filed2026-08-07

EWC

ISHARES INC

0.00%

Shares215

Event2026-06-30

Filed2026-08-07

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares138

Event2026-06-30

Filed2026-08-07

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares402

Event2026-06-30

Filed2026-08-07

DUPONT DE NEMOURS INC

100.00%

Shares266

Event2026-06-30

Filed2026-08-07

DRLL

EA SERIES TRUST

0.00%

Shares368

Event2026-06-30

Filed2026-08-07

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares128

Event2026-06-30

Filed2026-08-07

QNITY ELECTRONICS INC

100.00%

Shares132

Event2026-06-30

Filed2026-08-07

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares187

Event2026-06-30

Filed2026-08-07

BLOK

AMPLIFY ETF TR

0.00%

Shares175

Event2026-06-30

Filed2026-08-07

ESGU

ISHARES TR

0.00%

Shares61

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

13.33%

Shares34

Event2026-06-30

Filed2026-08-07

ORACLE CORP

New

Shares47

Event2026-06-30

Filed2026-08-07

PRU

PRUDENTIAL FINL INC

0.00%

Shares88

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares43

Event2026-06-30

Filed2026-08-07

APPLOVIN CORP

0.00%

Shares13

Event2026-06-30

Filed2026-08-07

PJP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares85

Event2026-06-30

Filed2026-08-07

EWA

ISHARES INC

0.00%

Shares310

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESEARCH CORP

New

Shares48

Event2026-06-30

Filed2026-08-07

NUE

NUCOR CORP

0.00%

Shares55

Event2026-06-30

Filed2026-08-07

NUVATION BIO INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-07

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares14

Event2026-06-30

Filed2026-08-07

TRGP

TARGA RES CORP

0.00%

Shares39

Event2026-06-30

Filed2026-08-07

TGT

TARGET CORP

0.00%

Shares80

Event2026-06-30

Filed2026-08-07

DASH

DOORDASH INC

0.00%

Shares30

Event2026-06-30

Filed2026-08-07

DOW

DOW INC

0.00%

Shares266

Event2026-06-30

Filed2026-08-07

HOG

HARLEY DAVIDSON INC

0.00%

Shares334

Event2026-06-30

Filed2026-08-07

EEMV

ISHARES INC

0.00%

Shares102

Event2026-06-30

Filed2026-08-07

OEF

ISHARES TR

0.00%

Shares18

Event2026-06-30

Filed2026-08-07

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares17

Event2026-06-30

Filed2026-08-07

SPOTIFY TECHNOLOGY S A

0.00%

Shares12

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

-32.50%

Shares27

Event2026-06-30

Filed2026-08-07

BAX

BAXTER INTL INC

0.00%

Shares300

Event2026-06-30

Filed2026-08-07

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares111

Event2026-06-30

Filed2026-08-07

ETN

EATON CORP PLC

0.00%

Shares16

Event2026-06-30

Filed2026-08-07

GSK PLC

0.00%

Shares120

Event2026-06-30

Filed2026-08-07

HPE

HEWLETT PACKARD ENTERPRISE C

0.00%

Shares240

Event2026-06-30

Filed2026-08-07

HPQ

HP INC

0.00%

Shares240

Event2026-06-30

Filed2026-08-07

INSM

INSMED INC

0.00%

Shares29

Event2026-06-30

Filed2026-08-07

ITOT

ISHARES TR

0.00%

Shares38

Event2026-06-30

Filed2026-08-07

HYG

ISHARES TR

-6.67%

Shares70

Event2026-06-30

Filed2026-08-07

ODFL

OLD DOMINION FREIGHT LINE IN

0.00%

Shares36

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES INC

-38.46%

Shares32

Event2026-06-30

Filed2026-08-07

SOLS

SOLSTICE ADVANCED MATLS INC

296.43%

Shares111

Event2026-06-30

Filed2026-08-07

CLX

CLOROX CO DEL

0.00%

Shares40

Event2026-06-30

Filed2026-08-07

GUARDANT HEALTH INC

0.00%

Shares40

Event2026-06-30

Filed2026-08-07

INTU

INTUIT

0.00%

Shares7

Event2026-06-30

Filed2026-08-07

MEAR

ISHARES U S ETF TR

0.00%

Shares86

Event2026-06-30

Filed2026-08-07

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares7

Event2026-06-30

Filed2026-08-07

MRVL

MARVELL TECHNOLOGY INC

-32.47%

Shares52

Event2026-06-30

Filed2026-08-07

ONON

ON HLDG AG

0.00%

Shares93

Event2026-06-30

Filed2026-08-07

OGN

ORGANON & CO

0.00%

Shares590

Event2026-06-30

Filed2026-08-07

SHW

SHERWIN WILLIAMS CO

0.00%

Shares13

Event2026-06-30

Filed2026-08-07

SNOWFLAKE INC

15.79%

Shares22

Event2026-06-30

Filed2026-08-07

VRRM

VERRA MOBILITY CORP

0.00%

Shares200

Event2026-06-30

Filed2026-08-07

WING

WINGSTOP INC

New

Shares18

Event2026-06-30

Filed2026-08-07

AME

AMETEK INC

New

Shares16

Event2026-06-30

Filed2026-08-07

ARGENX SE

0.00%

Shares4

Event2026-06-30

Filed2026-08-07

ARK ETF TR

0.00%

Shares44

Event2026-06-30

Filed2026-08-07

ASTRAZENECA PLC

New

Shares35

Event2026-06-30

Filed2026-08-07

BSX

BOSTON SCIENTIFIC CORP

0.00%

Shares39

Event2026-06-30

Filed2026-08-07

CARNIVAL CORP

0.00%

Shares100

Event2026-06-30

Filed2026-08-07

CLOUDFLARE INC

12.50%

Shares18

Event2026-06-30

Filed2026-08-07

COHR

COHERENT CORP

0.00%

Shares20

Event2026-06-30

Filed2026-08-07

DATADOG INC

8.00%

Shares27

Event2026-06-30

Filed2026-08-07

EFV

ISHARES TR

0.00%

Shares49

Event2026-06-30

Filed2026-08-07

KLAC

KLA CORP

-50.00%

Shares3

Event2026-06-30

Filed2026-08-07

OXY

OCCIDENTAL PETE CORP

0.00%

Shares85

Event2026-06-30

Filed2026-08-07

OLN

OLIN CORP

0.00%

Shares180

Event2026-06-30

Filed2026-08-07

OPEN

OPENDOOR TECHNOLOGIES INC

0.00%

Shares635

Event2026-06-30

Filed2026-08-07

ROST

ROSS STORES INC

0.00%

Shares17

Event2026-06-30

Filed2026-08-07

TKO

TKO GROUP HOLDINGS INC

30.77%

Shares17

Event2026-06-30

Filed2026-08-07

ALC

ALCON AG

0.00%

Shares30

Event2026-06-30

Filed2026-08-07

CAG

CONAGRA BRANDS INC

0.00%

Shares167

Event2026-06-30

Filed2026-08-07

DIS

DISNEY WALT CO

0.00%

Shares26

Event2026-06-30

Filed2026-08-07

IJS

ISHARES TR

0.00%

Shares24

Event2026-06-30

Filed2026-08-07

KYNDRYL HLDGS INC

0.00%

Shares89

Event2026-06-30

Filed2026-08-07

IOT

SAMSARA INC

0.00%

Shares82

Event2026-06-30

Filed2026-08-07

BJK

VANECK ETF TRUST

New

Shares50

Event2026-06-30

Filed2026-08-07

WCN

WASTE CONNECTIONS INC

0.00%

Shares13

Event2026-06-30

Filed2026-08-07

ZSCALER INC

0.00%

Shares11

Event2026-06-30

Filed2026-08-07

ARK ETF TR

0.00%

Shares60

Event2026-06-30

Filed2026-08-07

CHEMOURS CO

101.20%

Shares167

Event2026-06-30

Filed2026-08-07

DHI

D R HORTON INC

0.00%

Shares10

Event2026-06-30

Filed2026-08-07

FORD MTR CO

-77.88%

Shares150

Event2026-06-30

Filed2026-08-07

HLN

HALEON PLC

0.00%

Shares150

Event2026-06-30

Filed2026-08-07

NCLH

NORWEGIAN CRUISE LINE HLDG L

0.00%

Shares50

Event2026-06-30

Filed2026-08-07

UXRP

PROSHARES TR

0.00%

Shares115

Event2026-06-30

Filed2026-08-07

THE CIGNA GROUP

0.00%

Shares7

Event2026-06-30

Filed2026-08-07

UPS

UNITED PARCEL SERVICE INC

0.00%

Shares15

Event2026-06-30

Filed2026-08-07

DVN

DEVON ENERGY CORP NEW

100.00%

Shares20

Event2026-06-30

Filed2026-08-07

OPENL

OPENDOOR TECHNOLOGIES INC

0.00%

Shares21

Event2026-06-30

Filed2026-08-07

OPENZ

OPENDOOR TECHNOLOGIES INC

0.00%

Shares21

Event2026-06-30

Filed2026-08-07

OPENW

OPENDOOR TECHNOLOGIES INC

0.00%

Shares21

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

0.00%

Shares10

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available