Sponsored

The Analysis of Synergy Financial Group, LTD's Holdings & P&L

Currently, Synergy Financial Group, LTD holds 119 types of securities in its portfolio with a total value $139.0M. In the most recent quarter, they have increased their positions in VGT (+28.0K shares, valued at $3.4M), VO (+11.9K shares, valued at $961.8K), PANW (+966 shares, valued at $329.4K); decreased their positions in MSFT (-3.3K shares, valued at $1.2M), GOOG (-3.4K shares, valued at $1.2M), NVDA (-4.7K shares, valued at $938.2K); initiated new positions in PANW (+966 shares, valued at $329.4K), TTWO (+959 shares, valued at $239.7K), ESGV (+1.7K shares, valued at $229.4K).

1M P&L

+1.1M+0.92%

3M P&L

+10.1M+9.06%

HY P&L

-6.3M-4.93%

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/A32.0M

27.6%

2Semiconductors15.8M

13.7%

3Internet Retail12.4M

10.7%

Top Industries by Stock Count

1N/A42 stocks

44.2%

2Software - Application7 stocks

7.4%

3Software - Infrastructure5 stocks

5.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION57.3K shares-7.57%2026-06-302026-08-05

AMZN AMAZON COM INC40.1K shares-1.75%2026-06-302026-08-05

MSFT MICROSOFT CORP21.2K shares-13.43%2026-06-302026-08-05

AAPL APPLE INC23.0K shares0.76%2026-06-302026-08-05

GOOG ALPHABET INC17.1K shares-16.53%2026-06-302026-08-05

SHOP SHOPIFY INC50.9K shares-3.59%2026-06-302026-08-05

VOO VANGUARD INDEX FDS7.3K shares-0.22%2026-06-302026-08-05

TMFC RBB FD INC51.9K shares0.02%2026-06-302026-08-05

Sponsored

META PLATFORMS INC META PLATFORMS INC7.0K shares-5.18%2026-06-302026-08-05

VGT VANGUARD WORLD FD31.5K shares812.93%2026-06-302026-08-05

ANET ARISTA NETWORKS INC21.6K shares-1.29%2026-06-302026-08-05

TSLA TESLA INC8.7K shares-17.22%2026-06-302026-08-05

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC3.7K shares-3.36%2026-06-302026-08-05

MELI MERCADOLIBRE INC1.5K shares-7.91%2026-06-302026-08-05

GOOGL ALPHABET INC7.0K shares-2.60%2026-06-302026-08-05

NETFLIX INC. NETFLIX INC.34.6K shares-2.15%2026-06-302026-08-05

Sponsored

AMD ADVANCED MICRO DEVICES INC3.8K shares1.15%2026-06-302026-08-05

BROADCOM INC BROADCOM INC5.0K shares-0.98%2026-06-302026-08-05

VWO VANGUARD INTL EQUITY INDEX F31.7K shares-10.90%2026-06-302026-08-05

MASTERCARD INCORPORATED MASTERCARD INCORPORATED3.4K shares-1.80%2026-06-302026-08-05

MU MICRON TECHNOLOGY INC1.4K shares0.37%2026-06-302026-08-05

DATADOG INC DATADOG INC6.0K shares-6.42%2026-06-302026-08-05

VO VANGUARD INDEX FDS17.3K shares222.64%2026-06-302026-08-05

TTD THE TRADE DESK INC68.7K shares-4.68%2026-06-302026-08-05

Sponsored

VV VANGUARD INDEX FDS3.4K shares-23.98%2026-06-302026-08-05

ASML ASML HLDG NV588 shares-8.84%2026-06-302026-08-05

QQQ INVESCO QQQ TR1.5K shares0.00%2026-06-302026-08-05

CMG CHIPOTLE MEXICAN GRILL INC31.7K shares-0.11%2026-06-302026-08-05

BUFR FIRST TR EXCHNG TRADED FD VI27.7K shares-14.33%2026-06-302026-08-05

ABNB AIRBNB INC6.8K shares-18.17%2026-06-302026-08-05

DIS DISNEY WALT CO9.8K shares-0.02%2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.0K shares-2.91%2026-06-302026-08-05

Sponsored

OKTA OKTA INC6.0K shares-7.87%2026-06-302026-08-05

ZS ZSCALER INC5.5K shares-2.57%2026-06-302026-08-05

SBUX STARBUCKS CORP7.5K shares-1.18%2026-06-302026-08-05

CLOUDFLARE INC CLOUDFLARE INC3.1K shares-0.29%2026-06-302026-08-05

SNOWFLAKE INC SNOWFLAKE INC2.9K shares-20.16%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL1.5K shares-0.75%2026-06-302026-08-05

KNSL KINSALE CAP GROUP INC2.1K shares-9.18%2026-06-302026-08-05

SCHG SCHWAB STRATEGIC TR20.4K shares-1.22%2026-06-302026-08-05

Sponsored

VT VANGUARD INTL EQUITY INDEX F4.4K shares0.00%2026-06-302026-08-05

ISHARES TR ISHARES TR913 shares0.00%2026-06-302026-08-05

AXON AXON ENTERPRISE INC1.1K shares-14.84%2026-06-302026-08-05

ISCG ISHARES TR9.7K shares21.01%2026-06-302026-08-05

LMND LEMONADE INC9.7K shares-0.11%2026-06-302026-08-05

SERVICENOW INC SERVICENOW INC6.4K shares-5.26%2026-06-302026-08-05

FBTC FIDELITY WISE ORIGIN BITCOIN12.4K shares0.00%2026-06-302026-08-05

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares15.14%2026-06-302026-08-05

Sponsored

VTV VANGUARD INDEX FDS2.8K shares0.00%2026-06-302026-08-05

IBKR INTERACTIVE BROKERS GROUP IN6.8K shares-3.68%2026-06-302026-08-05

IWM ISHARES TR1.9K shares0.00%2026-06-302026-08-05

ISHARES TR ISHARES TR5.9K shares3.15%2026-06-302026-08-05

IEMG ISHARES INC6.3K shares0.08%2026-06-302026-08-05

VB VANGUARD INDEX FDS1.7K shares0.83%2026-06-302026-08-05

LRCX LAM RESEARCH CORP1.2K shares1.36%2026-06-302026-08-05

ZM ZOOM COMMUNICATIONS INC5.9K shares-27.68%2026-06-302026-08-05

Sponsored

EA ELECTRONIC ARTS INC2.4K shares-3.30%2026-06-302026-08-05

UBER UBER TECHNOLOGIES INC6.7K shares-2.95%2026-06-302026-08-05

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares2.62%2026-06-302026-08-05

IWR ISHARES TR4.3K shares0.00%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.5K shares0.76%2026-06-302026-08-05

GBIL GOLDMAN SACHS ETF TR4.7K shares-20.53%2026-06-302026-08-05

NEXTERA ENERGY INC NEXTERA ENERGY INC5.1K shares-0.47%2026-06-302026-08-05

PAYC PAYCOM SOFTWARE INC3.4K shares-25.28%2026-06-302026-08-05

Sponsored

ISHARES TR ISHARES TR4.2K shares0.00%2026-06-302026-08-05

WD WALKER & DUNLOP INC7.5K shares-0.24%2026-06-302026-08-05

VNQ VANGUARD INDEX FDS4.1K shares0.00%2026-06-302026-08-05

WASTE MGMT INC DEL WASTE MGMT INC DEL1.8K shares-2.09%2026-06-302026-08-05

GSST GOLDMAN SACHS ETF TR7.5K shares-30.87%2026-06-302026-08-05

XLI SELECT SECTOR SPDR TR2.0K shares0.00%2026-06-302026-08-05

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC887 shares3.14%2026-06-302026-08-05

KMI KINDER MORGAN INC DEL11.4K shares-3.04%2026-06-302026-08-05

Sponsored

WMT WALMART INC3.2K shares-5.72%2026-06-302026-08-05

JEPI J P MORGAN EXCHANGE TRADED F6.3K shares0.00%2026-06-302026-08-05

GPIQ GOLDMAN SACHS ETF TR6.0K shares-54.56%2026-06-302026-08-05

CGDV CAPITAL GROUP DIVIDEND VALUE7.0K shares0.00%2026-06-302026-08-05

PLD PROLOGIS INC.2.5K shares-35.23%2026-06-302026-08-05

LLY ELI LILLY & CO282 shares6.42%2026-06-302026-08-05

CVX CHEVRON CORPORATION2.0K shares-35.62%2026-06-302026-08-05

VEA VANGUARD TAX-MANAGED FDS4.7K shares-23.89%2026-06-302026-08-05

Sponsored

ROKU ROKU INC2.4K shares-18.10%2026-06-302026-08-05

PANW PALO ALTO NETWORKS INC966 sharesnew addition2026-06-302026-08-05

DIV GLOBAL X FDS17.2K shares0.00%2026-06-302026-08-05

EFV ISHARES TR4.2K shares0.00%2026-06-302026-08-05

GPIX GOLDMAN SACHS ETF TR5.7K shares-55.22%2026-06-302026-08-05

VISA INC VISA INC904 shares-1.42%2026-06-302026-08-05

EFG ISHARES TR2.5K shares0.00%2026-06-302026-08-05

CRM SALESFORCE INC1.9K shares-5.49%2026-06-302026-08-05

Sponsored

COF CAPITAL ONE FINL CORP1.5K shares-18.06%2026-06-302026-08-05

PYPL PAYPAL HLDGS INC6.8K shares-20.33%2026-06-302026-08-05

SCHH SCHWAB STRATEGIC TR12.2K shares0.00%2026-06-302026-08-05

BKNG BOOKING HOLDINGS INC1.6K shares2387.69%2026-06-302026-08-05

VXUS VANGUARD STAR FDS3.4K shares1.11%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T378 shares0.00%2026-06-302026-08-05

UNITY SOFTWARE INC UNITY SOFTWARE INC9.5K shares-13.10%2026-06-302026-08-05

SNPS SYNOPSYS INC602 shares1.35%2026-06-302026-08-05

Sponsored

SPG SIMON PPTY GROUP INC NEW1.2K shares-23.54%2026-06-302026-08-05

ADOBE INC ADOBE INC1.3K shares-8.64%2026-06-302026-08-05

IJR ISHARES TR1.7K shares0.00%2026-06-302026-08-05

SCHV SCHWAB STRATEGIC TR7.4K shares0.00%2026-06-302026-08-05

IJH ISHARES TR3.3K shares-35.92%2026-06-302026-08-05

UPWORK INC UPWORK INC28.8K shares-3.26%2026-06-302026-08-05

TTWO TAKE-TWO INTERACTIVE SOFTWAR959 sharesnew addition2026-06-302026-08-05

IWS ISHARES TR1.5K shares0.00%2026-06-302026-08-05

Sponsored

WPM WHEATON PRECIOUS METALS CORP2.1K shares-7.11%2026-06-302026-08-05

BAC BANK OF AMER CORP4.2K shares1.18%2026-06-302026-08-05

SCHD SCHWAB STRATEGIC TR7.4K shares-2.25%2026-06-302026-08-05

ESGV VANGUARD WORLD FD1.7K sharesnew addition2026-06-302026-08-05

FROG JFROG LTD2.5K sharesnew addition2026-06-302026-08-05

UPSTART HLDGS INC UPSTART HLDGS INC6.4K sharesnew addition2026-06-302026-08-05

JD JD.COM INC8.8K shares0.64%2026-06-302026-08-05

CGDG CAPITAL GROUP DIVIDEND GROWE5.9K shares0.00%2026-06-302026-08-05

Sponsored

P EVERPURE INC2.7K shares-26.83%2026-06-302026-08-05

QUAL ISHARES TR965 sharesnew addition2026-06-302026-08-05

VYM VANGUARD WHITEHALL FDS1.3K sharesnew addition2026-06-302026-08-05

SCHB SCHWAB STRATEGIC TR7.2K sharesnew addition2026-06-302026-08-05

SLYV SPDR SERIES TRUST1.9K sharesnew addition2026-06-302026-08-05

NYT NEW YORK TIMES CO MTN BE2.9K shares-3.45%2026-06-302026-08-05

UNP UNION PAC CORP739 sharesnew addition2026-06-302026-08-05

NVDA

NVIDIA CORPORATION

-7.57%

Shares57.3K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

-1.75%

Shares40.1K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

-13.43%

Shares21.2K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

0.76%

Shares23.0K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

-16.53%

Shares17.1K

Event2026-06-30

Filed2026-08-05

SHOP

SHOPIFY INC

-3.59%

Shares50.9K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS

-0.22%

Shares7.3K

Event2026-06-30

Filed2026-08-05

TMFC

RBB FD INC

0.02%

Shares51.9K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

-5.18%

Shares7.0K

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD WORLD FD

812.93%

Shares31.5K

Event2026-06-30

Filed2026-08-05

ANET

ARISTA NETWORKS INC

-1.29%

Shares21.6K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

-17.22%

Shares8.7K

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC

-3.36%

Shares3.7K

Event2026-06-30

Filed2026-08-05

MELI

MERCADOLIBRE INC

-7.91%

Shares1.5K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

-2.60%

Shares7.0K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

-2.15%

Shares34.6K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

1.15%

Shares3.8K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

-0.98%

Shares5.0K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

-10.90%

Shares31.7K

Event2026-06-30

Filed2026-08-05

MASTERCARD INCORPORATED

-1.80%

Shares3.4K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

0.37%

Shares1.4K

Event2026-06-30

Filed2026-08-05

DATADOG INC

-6.42%

Shares6.0K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

222.64%

Shares17.3K

Event2026-06-30

Filed2026-08-05

TTD

THE TRADE DESK INC

-4.68%

Shares68.7K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-23.98%

Shares3.4K

Event2026-06-30

Filed2026-08-05

ASML

ASML HLDG NV

-8.84%

Shares588

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

CMG

CHIPOTLE MEXICAN GRILL INC

-0.11%

Shares31.7K

Event2026-06-30

Filed2026-08-05

BUFR

FIRST TR EXCHNG TRADED FD VI

-14.33%

Shares27.7K

Event2026-06-30

Filed2026-08-05

ABNB

AIRBNB INC

-18.17%

Shares6.8K

Event2026-06-30

Filed2026-08-05

DIS

DISNEY WALT CO

-0.02%

Shares9.8K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

-2.91%

Shares1.0K

Event2026-06-30

Filed2026-08-05

OKTA

OKTA INC

-7.87%

Shares6.0K

Event2026-06-30

Filed2026-08-05

ZSCALER INC

-2.57%

Shares5.5K

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP

-1.18%

Shares7.5K

Event2026-06-30

Filed2026-08-05

CLOUDFLARE INC

-0.29%

Shares3.1K

Event2026-06-30

Filed2026-08-05

SNOWFLAKE INC

-20.16%

Shares2.9K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.75%

Shares1.5K

Event2026-06-30

Filed2026-08-05

KNSL

KINSALE CAP GROUP INC

-9.18%

Shares2.1K

Event2026-06-30

Filed2026-08-05

SCHG

SCHWAB STRATEGIC TR

-1.22%

Shares20.4K

Event2026-06-30

Filed2026-08-05

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-05

ISHARES TR

0.00%

Shares913

Event2026-06-30

Filed2026-08-05

AXON

AXON ENTERPRISE INC

-14.84%

Shares1.1K

Event2026-06-30

Filed2026-08-05

ISCG

ISHARES TR

21.01%

Shares9.7K

Event2026-06-30

Filed2026-08-05

LMND

LEMONADE INC

-0.11%

Shares9.7K

Event2026-06-30

Filed2026-08-05

SERVICENOW INC

-5.26%

Shares6.4K

Event2026-06-30

Filed2026-08-05

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares12.4K

Event2026-06-30

Filed2026-08-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

15.14%

Shares1.3K

Event2026-06-30

Filed2026-08-05

VTV

VANGUARD INDEX FDS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-05

IBKR

INTERACTIVE BROKERS GROUP IN

-3.68%

Shares6.8K

Event2026-06-30

Filed2026-08-05

IWM

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-05

ISHARES TR

3.15%

Shares5.9K

Event2026-06-30

Filed2026-08-05

IEMG

ISHARES INC

0.08%

Shares6.3K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

0.83%

Shares1.7K

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP

1.36%

Shares1.2K

Event2026-06-30

Filed2026-08-05

ZOOM COMMUNICATIONS INC

-27.68%

Shares5.9K

Event2026-06-30

Filed2026-08-05

ELECTRONIC ARTS INC

-3.30%

Shares2.4K

Event2026-06-30

Filed2026-08-05

UBER

UBER TECHNOLOGIES INC

-2.95%

Shares6.7K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

2.62%

Shares1.3K

Event2026-06-30

Filed2026-08-05

IWR

ISHARES TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

0.76%

Shares1.5K

Event2026-06-30

Filed2026-08-05

GBIL

GOLDMAN SACHS ETF TR

-20.53%

Shares4.7K

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC

-0.47%

Shares5.1K

Event2026-06-30

Filed2026-08-05

PAYC

PAYCOM SOFTWARE INC

-25.28%

Shares3.4K

Event2026-06-30

Filed2026-08-05

ISHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-05

WALKER & DUNLOP INC

-0.24%

Shares7.5K

Event2026-06-30

Filed2026-08-05

VNQ

VANGUARD INDEX FDS

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-05

WASTE MGMT INC DEL

-2.09%

Shares1.8K

Event2026-06-30

Filed2026-08-05

GSST

GOLDMAN SACHS ETF TR

-30.87%

Shares7.5K

Event2026-06-30

Filed2026-08-05

XLI

SELECT SECTOR SPDR TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP INC

3.14%

Shares887

Event2026-06-30

Filed2026-08-05

KMI

KINDER MORGAN INC DEL

-3.04%

Shares11.4K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

-5.72%

Shares3.2K

Event2026-06-30

Filed2026-08-05

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares6.3K

Event2026-06-30

Filed2026-08-05

GPIQ

GOLDMAN SACHS ETF TR

-54.56%

Shares6.0K

Event2026-06-30

Filed2026-08-05

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-05

PLD

PROLOGIS INC.

-35.23%

Shares2.5K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

6.42%

Shares282

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

-35.62%

Shares2.0K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD TAX-MANAGED FDS

-23.89%

Shares4.7K

Event2026-06-30

Filed2026-08-05

ROKU

ROKU INC

-18.10%

Shares2.4K

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC

New

Shares966

Event2026-06-30

Filed2026-08-05

DIV

GLOBAL X FDS

0.00%

Shares17.2K

Event2026-06-30

Filed2026-08-05

EFV

ISHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-05

GPIX

GOLDMAN SACHS ETF TR

-55.22%

Shares5.7K

Event2026-06-30

Filed2026-08-05

VISA INC

-1.42%

Shares904

Event2026-06-30

Filed2026-08-05

EFG

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-05

CRM

SALESFORCE INC

-5.49%

Shares1.9K

Event2026-06-30

Filed2026-08-05

COF

CAPITAL ONE FINL CORP

-18.06%

Shares1.5K

Event2026-06-30

Filed2026-08-05

PYPL

PAYPAL HLDGS INC

-20.33%

Shares6.8K

Event2026-06-30

Filed2026-08-05

SCHH

SCHWAB STRATEGIC TR

0.00%

Shares12.2K

Event2026-06-30

Filed2026-08-05

BKNG

BOOKING HOLDINGS INC

2387.69%

Shares1.6K

Event2026-06-30

Filed2026-08-05

VXUS

VANGUARD STAR FDS

1.11%

Shares3.4K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

0.00%

Shares378

Event2026-06-30

Filed2026-08-05

UNITY SOFTWARE INC

-13.10%

Shares9.5K

Event2026-06-30

Filed2026-08-05

SNPS

SYNOPSYS INC

1.35%

Shares602

Event2026-06-30

Filed2026-08-05

SPG

SIMON PPTY GROUP INC NEW

-23.54%

Shares1.2K

Event2026-06-30

Filed2026-08-05

ADOBE INC

-8.64%

Shares1.3K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-05

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares7.4K

Event2026-06-30

Filed2026-08-05

IJH

ISHARES TR

-35.92%

Shares3.3K

Event2026-06-30

Filed2026-08-05

UPWORK INC

-3.26%

Shares28.8K

Event2026-06-30

Filed2026-08-05

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

New

Shares959

Event2026-06-30

Filed2026-08-05

IWS

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

WPM

WHEATON PRECIOUS METALS CORP

-7.11%

Shares2.1K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP

1.18%

Shares4.2K

Event2026-06-30

Filed2026-08-05

SCHD

SCHWAB STRATEGIC TR

-2.25%

Shares7.4K

Event2026-06-30

Filed2026-08-05

ESGV

VANGUARD WORLD FD

New

Shares1.7K

Event2026-06-30

Filed2026-08-05

FROG

JFROG LTD

New

Shares2.5K

Event2026-06-30

Filed2026-08-05

UPSTART HLDGS INC

New

Shares6.4K

Event2026-06-30

Filed2026-08-05

JD.COM INC

0.64%

Shares8.8K

Event2026-06-30

Filed2026-08-05

CGDG

CAPITAL GROUP DIVIDEND GROWE

0.00%

Shares5.9K

Event2026-06-30

Filed2026-08-05

EVERPURE INC

-26.83%

Shares2.7K

Event2026-06-30

Filed2026-08-05

QUAL

ISHARES TR

New

Shares965

Event2026-06-30

Filed2026-08-05

VYM

VANGUARD WHITEHALL FDS

New

Shares1.3K

Event2026-06-30

Filed2026-08-05

SCHB

SCHWAB STRATEGIC TR

New

Shares7.2K

Event2026-06-30

Filed2026-08-05

SLYV

SPDR SERIES TRUST

New

Shares1.9K

Event2026-06-30

Filed2026-08-05

NYT

NEW YORK TIMES CO MTN BE

-3.45%

Shares2.9K

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP

New

Shares739

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available