Sponsored

The Analysis of SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holdings & P&L

Currently, SUMMIT WEALTH & RETIREMENT PLANNING, INC. holds 113 types of securities in its portfolio with a total value $471.9M. In the most recent quarter, they have increased their positions in IWF (+31.4K shares, valued at $3.9M), N/A (+62.8K shares, valued at $3.2M), SCHV (+52.9K shares, valued at $1.8M); decreased their positions in EEM (-8.3K shares, valued at $566.9K), AAUS (-8.8K shares, valued at $524.6K), AAPL (-1.6K shares, valued at $461.8K); initiated new positions in N/A (+62.8K shares, valued at $3.2M), GE (+691 shares, valued at $258.3K), N/A (+300 shares, valued at $216.9K).

1M P&L

+3.9M+0.92%

3M P&L

+20.3M+5.00%

HY P&L

+18.9M+4.63%

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/A399.1M

90.2%

2Internet Content & Information7.3M

1.7%

3Consumer Electronics6.6M

1.5%

Top Industries by Stock Count

1N/A49 stocks

52.1%

2Banks - Diversified3 stocks

3.2%

3Semiconductors3 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHV SCHWAB STRATEGIC TR1.8M shares3.07%2026-06-302026-07-27

MGC VANGUARD WORLD FD217.2K shares0.79%2026-06-302026-07-27

SCHG SCHWAB STRATEGIC TR1.5M shares0.30%2026-06-302026-07-27

SCHF SCHWAB STRATEGIC TR1.2M shares1.83%2026-06-302026-07-27

GLTR ABRDN PRECIOUS METALS BASKET129.4K shares0.78%2026-06-302026-07-27

SCHA SCHWAB STRATEGIC TR614.4K shares3.44%2026-06-302026-07-27

DBMF LITMAN GREGORY FDS TR638.4K shares4.22%2026-06-302026-07-27

SCHE SCHWAB STRATEGIC TR507.9K shares1.46%2026-06-302026-07-27

Sponsored

BOXX EA SERIES TRUST153.5K shares4.79%2026-06-302026-07-27

IWD ISHARES TR58.6K shares-0.93%2026-06-302026-07-27

DISV DIMENSIONAL ETF TRUST266.2K shares12.49%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T12.3K shares-0.74%2026-06-302026-07-27

EFA ISHARES TR86.0K shares-4.33%2026-06-302026-07-27

IWM ISHARES TR22.5K shares-1.95%2026-06-302026-07-27

AAPL APPLE INC23.0K shares-6.50%2026-06-302026-07-27

SCHB SCHWAB STRATEGIC TR227.5K shares-5.29%2026-06-302026-07-27

Sponsored

IWF ISHARES TR41.9K shares299.95%2026-06-302026-07-27

EEM ISHARES TR75.9K shares-9.85%2026-06-302026-07-27

VBR VANGUARD INDEX FDS19.8K shares-2.57%2026-06-302026-07-27

GOOGL ALPHABET INC13.4K shares0.00%2026-06-302026-07-27

VOO VANGUARD INDEX FDS6.7K shares-8.70%2026-06-302026-07-27

MSFT MICROSOFT CORP11.6K shares-0.17%2026-06-302026-07-27

VTV VANGUARD INDEX FDS15.5K shares-4.12%2026-06-302026-07-27

EA SERIES TRUST EA SERIES TRUST62.8K sharesnew addition2026-06-302026-07-27

Sponsored

VB VANGUARD INDEX FDS9.8K shares1.25%2026-06-302026-07-27

TSLA TESLA INC6.6K shares-1.46%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO8.0K shares-1.23%2026-06-302026-07-27

GOOG ALPHABET INC7.1K shares-2.21%2026-06-302026-07-27

BROADCOM INC BROADCOM INC6.3K shares-0.63%2026-06-302026-07-27

AVDV AMERICAN CENTY ETF TR22.9K shares18.44%2026-06-302026-07-27

EA SERIES TRUST EA SERIES TRUST40.5K shares0.00%2026-06-302026-07-27

VGIT VANGUARD SCOTTSDALE FDS36.0K shares8.77%2026-06-302026-07-27

Sponsored

EA SERIES TRUST EA SERIES TRUST39.4K shares0.00%2026-06-302026-07-27

NVDA NVIDIA CORPORATION10.4K shares-2.77%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL3.8K shares-0.18%2026-06-302026-07-27

VUG VANGUARD INDEX FDS21.6K shares522.73%2026-06-302026-07-27

SYLD CAMBRIA ETF TR22.6K shares3.93%2026-06-302026-07-27

ISHARES TR ISHARES TR14.9K shares-2.04%2026-06-302026-07-27

LLY ELI LILLY & CO1.1K shares-15.87%2026-06-302026-07-27

AMZN AMAZON COM INC4.0K shares-2.39%2026-06-302026-07-27

Sponsored

ABBVIE INC ABBVIE INC3.8K shares0.00%2026-06-302026-07-27

AAUS EA SERIES TRUST15.5K shares-36.16%2026-06-302026-07-27

AMD ADVANCED MICRO DEVICES INC1.6K shares0.00%2026-06-302026-07-27

SCHD SCHWAB STRATEGIC TR27.3K shares23.40%2026-06-302026-07-27

PANW PALO ALTO NETWORKS INC2.5K shares-0.51%2026-06-302026-07-27

BAC BANK OF AMER CORP14.7K shares-4.99%2026-06-302026-07-27

SSD SIMPSON MFG INC3.9K shares0.00%2026-06-302026-07-27

VWO VANGUARD INTL EQUITY INDEX F13.4K shares0.25%2026-06-302026-07-27

Sponsored

HD HOME DEPOT INC2.2K shares-12.50%2026-06-302026-07-27

HDV ISHARES TR27.9K shares560.21%2026-06-302026-07-27

EXXON MOBIL CORP EXXON MOBIL CORP5.2K shares-10.63%2026-06-302026-07-27

RTX CORPORATION RTX CORPORATION3.7K shares0.00%2026-06-302026-07-27

VYM VANGUARD WHITEHALL FDS4.4K shares0.00%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS1.8K shares3.88%2026-06-302026-07-27

STT STATE STR CORP4.0K shares-3.29%2026-06-302026-07-27

ORLY OREILLY AUTOMOTIVE INC7.2K shares0.00%2026-06-302026-07-27

Sponsored

CPRT COPART INC23.5K shares0.00%2026-06-302026-07-27

CISCO SYS INC CISCO SYS INC5.4K shares0.00%2026-06-302026-07-27

VEA VANGUARD TAX-MANAGED FDS8.9K shares-20.08%2026-06-302026-07-27

QQQ INVESCO QQQ TR848 shares-12.31%2026-06-302026-07-27

MS MORGAN STANLEY2.9K shares-12.67%2026-06-302026-07-27

MRK MERCK & CO INC4.5K shares-4.72%2026-06-302026-07-27

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.1K shares0.00%2026-06-302026-07-27

VO VANGUARD INDEX FDS6.8K shares300.00%2026-06-302026-07-27

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION573 shares-4.98%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON2.1K shares-0.94%2026-06-302026-07-27

MAR MARRIOTT INTL INC NEW1.4K shares-9.03%2026-06-302026-07-27

QCOM QUALCOMM INC2.8K shares-2.99%2026-06-302026-07-27

CAT CATERPILLAR INC463 shares0.00%2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC849 shares0.12%2026-06-302026-07-27

XLK SELECT SECTOR SPDR TR2.3K shares-15.41%2026-06-302026-07-27

SCHW SCHWAB CHARLES CORP4.5K shares-3.61%2026-06-302026-07-27

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC992 shares-1.68%2026-06-302026-07-27

IWB ISHARES TR1.0K shares0.00%2026-06-302026-07-27

JEPI J P MORGAN EXCHANGE TRADED F6.9K shares41.97%2026-06-302026-07-27

BLK BLACKROCK INC403 shares-7.99%2026-06-302026-07-27

VISA INC VISA INC1.1K shares0.00%2026-06-302026-07-27

SRE SEMPRA4.0K shares0.00%2026-06-302026-07-27

SYK STRYKER CORPORATION1.2K shares-1.35%2026-06-302026-07-27

CME CME GROUP INC1.6K shares0.00%2026-06-302026-07-27

Sponsored

WFC WELLS FARGO & CO4.3K shares-18.48%2026-06-302026-07-27

NSC NORFOLK SOUTHN CORP1.1K shares0.00%2026-06-302026-07-27

DE DEERE & CO565 shares0.00%2026-06-302026-07-27

ABT ABBOTT LABORATORIES3.9K shares-1.38%2026-06-302026-07-27

VV VANGUARD INDEX FDS1.0K shares0.00%2026-06-302026-07-27

TT TRANE TECHNOLOGIES PLC658 shares-17.02%2026-06-302026-07-27

DFAC DIMENSIONAL ETF TRUST7.1K shares0.00%2026-06-302026-07-27

IJH ISHARES TR4.0K shares1.36%2026-06-302026-07-27

Sponsored

IWR ISHARES TR2.7K shares0.00%2026-06-302026-07-27

TD TORONTO DOMINION BK ONT2.5K shares0.00%2026-06-302026-07-27

PG PROCTER & GAMBLE CO2.0K shares-8.25%2026-06-302026-07-27

VOE VANGUARD INDEX FDS1.4K shares0.00%2026-06-302026-07-27

HII HUNTINGTON INGALLS INDS INC953 shares0.00%2026-06-302026-07-27

IUSV ISHARES TR2.3K shares0.00%2026-06-302026-07-27

GE GE AEROSPACE691 sharesnew addition2026-06-302026-07-27

JGRO J P MORGAN EXCHANGE TRADED F2.6K shares0.00%2026-06-302026-07-27

Sponsored

CVX CHEVRON CORPORATION1.5K shares7.54%2026-06-302026-07-27

JVAL J P MORGAN EXCHANGE TRADED F4.2K shares0.00%2026-06-302026-07-27

JQUA J P MORGAN EXCHANGE TRADED F3.3K shares0.00%2026-06-302026-07-27

BF.B BROWN FORMAN CORP8.7K shares0.00%2026-06-302026-07-27

JAVA J P MORGAN EXCHANGE TRADED F2.9K shares0.00%2026-06-302026-07-27

COP CONOCOPHILLIPS2.2K shares6.30%2026-06-302026-07-27

FTCS FIRST TR EXCHANGE-TRADED FD2.4K shares0.00%2026-06-302026-07-27

DIS DISNEY WALT CO2.4K shares0.00%2026-06-302026-07-27

Sponsored

MCD MCDONALDS CORP824 shares0.00%2026-06-302026-07-27

APPLIED MATLS INC APPLIED MATLS INC300 sharesnew addition2026-06-302026-07-27

DIA STATE STR SPDR DOW JONES IND414 sharesnew addition2026-06-302026-07-27

LRCX LAM RESEARCH CORP490 sharesnew addition2026-06-302026-07-27

VGT VANGUARD WORLD FD1.8K sharesnew addition2026-06-302026-07-27

CHUBB LIMITED CHUBB LIMITED605 sharesnew addition2026-06-302026-07-27

GEV GE VERNOVA INC171 sharesnew addition2026-06-302026-07-27

AQST AQUESTIVE THERAPEUTICS INC35.0K shares0.00%2026-06-302026-07-27

Sponsored

ABL ABACUS GLOBAL MGMT INC10.0K shares0.00%2026-06-302026-07-27

SCHV

SCHWAB STRATEGIC TR

3.07%

Shares1.8M

Event2026-06-30

Filed2026-07-27

MGC

VANGUARD WORLD FD

0.79%

Shares217.2K

Event2026-06-30

Filed2026-07-27

SCHG

SCHWAB STRATEGIC TR

0.30%

Shares1.5M

Event2026-06-30

Filed2026-07-27

SCHF

SCHWAB STRATEGIC TR

1.83%

Shares1.2M

Event2026-06-30

Filed2026-07-27

GLTR

ABRDN PRECIOUS METALS BASKET

0.78%

Shares129.4K

Event2026-06-30

Filed2026-07-27

SCHA

SCHWAB STRATEGIC TR

3.44%

Shares614.4K

Event2026-06-30

Filed2026-07-27

DBMF

LITMAN GREGORY FDS TR

4.22%

Shares638.4K

Event2026-06-30

Filed2026-07-27

SCHE

SCHWAB STRATEGIC TR

1.46%

Shares507.9K

Event2026-06-30

Filed2026-07-27

BOXX

EA SERIES TRUST

4.79%

Shares153.5K

Event2026-06-30

Filed2026-07-27

IWD

ISHARES TR

-0.93%

Shares58.6K

Event2026-06-30

Filed2026-07-27

DISV

DIMENSIONAL ETF TRUST

12.49%

Shares266.2K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

-0.74%

Shares12.3K

Event2026-06-30

Filed2026-07-27

EFA

ISHARES TR

-4.33%

Shares86.0K

Event2026-06-30

Filed2026-07-27

IWM

ISHARES TR

-1.95%

Shares22.5K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

-6.50%

Shares23.0K

Event2026-06-30

Filed2026-07-27

SCHB

SCHWAB STRATEGIC TR

-5.29%

Shares227.5K

Event2026-06-30

Filed2026-07-27

IWF

ISHARES TR

299.95%

Shares41.9K

Event2026-06-30

Filed2026-07-27

EEM

ISHARES TR

-9.85%

Shares75.9K

Event2026-06-30

Filed2026-07-27

VBR

VANGUARD INDEX FDS

-2.57%

Shares19.8K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

-8.70%

Shares6.7K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

-0.17%

Shares11.6K

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

-4.12%

Shares15.5K

Event2026-06-30

Filed2026-07-27

EA SERIES TRUST

New

Shares62.8K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

1.25%

Shares9.8K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC

-1.46%

Shares6.6K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

-1.23%

Shares8.0K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

-2.21%

Shares7.1K

Event2026-06-30

Filed2026-07-27

BROADCOM INC

-0.63%

Shares6.3K

Event2026-06-30

Filed2026-07-27

AVDV

AMERICAN CENTY ETF TR

18.44%

Shares22.9K

Event2026-06-30

Filed2026-07-27

EA SERIES TRUST

0.00%

Shares40.5K

Event2026-06-30

Filed2026-07-27

VGIT

VANGUARD SCOTTSDALE FDS

8.77%

Shares36.0K

Event2026-06-30

Filed2026-07-27

EA SERIES TRUST

0.00%

Shares39.4K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

-2.77%

Shares10.4K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.18%

Shares3.8K

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS

522.73%

Shares21.6K

Event2026-06-30

Filed2026-07-27

SYLD

CAMBRIA ETF TR

3.93%

Shares22.6K

Event2026-06-30

Filed2026-07-27

ISHARES TR

-2.04%

Shares14.9K

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO

-15.87%

Shares1.1K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

-2.39%

Shares4.0K

Event2026-06-30

Filed2026-07-27

ABBVIE INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-27

AAUS

EA SERIES TRUST

-36.16%

Shares15.5K

Event2026-06-30

Filed2026-07-27

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-27

SCHD

SCHWAB STRATEGIC TR

23.40%

Shares27.3K

Event2026-06-30

Filed2026-07-27

PANW

PALO ALTO NETWORKS INC

-0.51%

Shares2.5K

Event2026-06-30

Filed2026-07-27

BAC

BANK OF AMER CORP

-4.99%

Shares14.7K

Event2026-06-30

Filed2026-07-27

SSD

SIMPSON MFG INC

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX F

0.25%

Shares13.4K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC

-12.50%

Shares2.2K

Event2026-06-30

Filed2026-07-27

HDV

ISHARES TR

560.21%

Shares27.9K

Event2026-06-30

Filed2026-07-27

EXXON MOBIL CORP

-10.63%

Shares5.2K

Event2026-06-30

Filed2026-07-27

RTX CORPORATION

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-27

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

3.88%

Shares1.8K

Event2026-06-30

Filed2026-07-27

STT

STATE STR CORP

-3.29%

Shares4.0K

Event2026-06-30

Filed2026-07-27

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-27

CPRT

COPART INC

0.00%

Shares23.5K

Event2026-06-30

Filed2026-07-27

CISCO SYS INC

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-27

VEA

VANGUARD TAX-MANAGED FDS

-20.08%

Shares8.9K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

-12.31%

Shares848

Event2026-06-30

Filed2026-07-27

MORGAN STANLEY

-12.67%

Shares2.9K

Event2026-06-30

Filed2026-07-27

MRK

MERCK & CO INC

-4.72%

Shares4.5K

Event2026-06-30

Filed2026-07-27

MASTERCARD INCORPORATED

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

300.00%

Shares6.8K

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION

-4.98%

Shares573

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

-0.94%

Shares2.1K

Event2026-06-30

Filed2026-07-27

MAR

MARRIOTT INTL INC NEW

-9.03%

Shares1.4K

Event2026-06-30

Filed2026-07-27

QCOM

QUALCOMM INC

-2.99%

Shares2.8K

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC

0.00%

Shares463

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

0.12%

Shares849

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR

-15.41%

Shares2.3K

Event2026-06-30

Filed2026-07-27

SCHW

SCHWAB CHARLES CORP

-3.61%

Shares4.5K

Event2026-06-30

Filed2026-07-27

UNITEDHEALTH GROUP INC

-1.68%

Shares992

Event2026-06-30

Filed2026-07-27

IWB

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-27

JEPI

J P MORGAN EXCHANGE TRADED F

41.97%

Shares6.9K

Event2026-06-30

Filed2026-07-27

BLK

BLACKROCK INC

-7.99%

Shares403

Event2026-06-30

Filed2026-07-27

VISA INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

SRE

SEMPRA

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-27

SYK

STRYKER CORPORATION

-1.35%

Shares1.2K

Event2026-06-30

Filed2026-07-27

CME

CME GROUP INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-27

WFC

WELLS FARGO & CO

-18.48%

Shares4.3K

Event2026-06-30

Filed2026-07-27

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

DEERE & CO

0.00%

Shares565

Event2026-06-30

Filed2026-07-27

ABT

ABBOTT LABORATORIES

-1.38%

Shares3.9K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-27

TRANE TECHNOLOGIES PLC

-17.02%

Shares658

Event2026-06-30

Filed2026-07-27

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-27

IJH

ISHARES TR

1.36%

Shares4.0K

Event2026-06-30

Filed2026-07-27

IWR

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-27

TORONTO DOMINION BK ONT

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

-8.25%

Shares2.0K

Event2026-06-30

Filed2026-07-27

VOE

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-27

HII

HUNTINGTON INGALLS INDS INC

0.00%

Shares953

Event2026-06-30

Filed2026-07-27

IUSV

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-27

GE AEROSPACE

New

Shares691

Event2026-06-30

Filed2026-07-27

JGRO

J P MORGAN EXCHANGE TRADED F

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION

7.54%

Shares1.5K

Event2026-06-30

Filed2026-07-27

JVAL

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-27

JQUA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-27

BF.B

BROWN FORMAN CORP

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-27

JAVA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-27

COP

CONOCOPHILLIPS

6.30%

Shares2.2K

Event2026-06-30

Filed2026-07-27

FTCS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-27

DIS

DISNEY WALT CO

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-27

MCD

MCDONALDS CORP

0.00%

Shares824

Event2026-06-30

Filed2026-07-27

APPLIED MATLS INC

New

Shares300

Event2026-06-30

Filed2026-07-27

DIA

STATE STR SPDR DOW JONES IND

New

Shares414

Event2026-06-30

Filed2026-07-27

LRCX

LAM RESEARCH CORP

New

Shares490

Event2026-06-30

Filed2026-07-27

VGT

VANGUARD WORLD FD

New

Shares1.8K

Event2026-06-30

Filed2026-07-27

CHUBB LIMITED

New

Shares605

Event2026-06-30

Filed2026-07-27

GEV

GE VERNOVA INC

New

Shares171

Event2026-06-30

Filed2026-07-27

AQST

AQUESTIVE THERAPEUTICS INC

0.00%

Shares35.0K

Event2026-06-30

Filed2026-07-27

ABL

ABACUS GLOBAL MGMT INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available