Sponsored

The Analysis of Teamwork Financial Advisors, LLC's Holdings & P&L

Currently, Teamwork Financial Advisors, LLC holds 184 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in KLAC (+60.1K shares, valued at $18.1M), BIL (+159.7K shares, valued at $14.6M), LLY (+10.7K shares, valued at $12.8M); decreased their positions in AMD (-46.3K shares, valued at $26.9M), N/A (-26.6K shares, valued at $20.3M), CVX (-57.0K shares, valued at $9.5M); initiated new positions in LLY (+10.7K shares, valued at $12.8M), MP (+190.1K shares, valued at $10.6M), CF (+93.4K shares, valued at $10.1M).

1M P&L

+8.8M+1.10%

3M P&L

-88.3M-9.79%

HY P&L

-33.4M-3.94%

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/A248.3M

28.2%

2Semiconductors74.7M

8.5%

3Consumer Electronics45.1M

5.1%

Top Industries by Stock Count

1N/A53 stocks

34.6%

2Semiconductors7 stocks

4.6%

3Aerospace & Defense7 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC156.0K shares1.95%2026-06-302026-07-08

AMZN AMAZON COM INC168.4K shares-6.04%2026-06-302026-07-08

BIL SPDR SERIES TRUST405.8K shares64.88%2026-06-302026-07-08

NVDA NVIDIA CORPORATION167.9K shares-1.83%2026-06-302026-07-08

CGDV CAPITAL GROUP DIVIDEND VALUE569.7K shares4.61%2026-06-302026-07-08

GRNJ TIDAL TRUST III825.7K shares3.15%2026-06-302026-07-08

GOOGL ALPHABET INC68.5K shares0.08%2026-06-302026-07-08

AMD ADVANCED MICRO DEVICES INC41.6K shares-52.69%2026-06-302026-07-08

Sponsored

XAR SPDR SERIES TRUST84.6K shares12.97%2026-06-302026-07-08

PAVE GLOBAL X FDS403.0K shares12.16%2026-06-302026-07-08

MSFT MICROSOFT CORP62.3K shares-2.10%2026-06-302026-07-08

HOOD ROBINHOOD MKTS INC218.8K shares3.01%2026-06-302026-07-08

ICOW PACER FDS TR498.6K shares9.07%2026-06-302026-07-08

KLAC KLA CORP68.7K shares698.00%2026-06-302026-07-08

TSLA TESLA INC46.8K shares13.19%2026-06-302026-07-08

META PLATFORMS INC META PLATFORMS INC34.5K shares6.70%2026-06-302026-07-08

Sponsored

GEV GE VERNOVA INC15.9K shares-15.39%2026-06-302026-07-08

ANET ARISTA NETWORKS INC104.3K shares-10.88%2026-06-302026-07-08

QUANTA SVCS INC QUANTA SVCS INC23.2K shares-13.00%2026-06-302026-07-08

JPMORGAN CHASE & CO JPMORGAN CHASE & CO49.6K shares-3.32%2026-06-302026-07-08

CAT CATERPILLAR INC14.9K shares-13.32%2026-06-302026-07-08

SERVICENOW INC SERVICENOW INC154.6K shares389.18%2026-06-302026-07-08

BROADCOM INC BROADCOM INC38.3K shares-9.66%2026-06-302026-07-08

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION15.2K shares1.21%2026-06-302026-07-08

Sponsored

GE GE AEROSPACE37.5K shares7.10%2026-06-302026-07-08

GS GOLDMAN SACHS GROUP INC13.5K shares-5.11%2026-06-302026-07-08

DE DEERE & CO21.5K shares16.40%2026-06-302026-07-08

NETFLIX INC. NETFLIX INC.187.0K shares4.15%2026-06-302026-07-08

PNC PNC FINL SVCS GROUP INC53.9K shares10.62%2026-06-302026-07-08

AXP AMERICAN EXPRESS CO38.7K shares5.00%2026-06-302026-07-08

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC31.3K shares1854.68%2026-06-302026-07-08

MNST MONSTER BEVERAGE CORP NEW133.5K shares0.34%2026-06-302026-07-08

Sponsored

LLY ELI LILLY & CO10.7K sharesnew addition2026-06-302026-07-08

TPL TEXAS PACIFIC LAND CORPORATI28.7K shares94.05%2026-06-302026-07-08

ETN EATON CORP PLC29.2K shares-5.57%2026-06-302026-07-08

PKG PACKAGING CORP AMER51.9K shares13.48%2026-06-302026-07-08

BOXX EA SERIES TRUST105.7K shares22.73%2026-06-302026-07-08

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC106.0K shares8.27%2026-06-302026-07-08

UNP UNION PAC CORP44.1K shares9.41%2026-06-302026-07-08

BK BANK OF NY MELLON CORP82.7K shares-14.10%2026-06-302026-07-08

Sponsored

PM PHILIP MORRIS INTL INC65.7K shares2662.62%2026-06-302026-07-08

TJX TJX COS INC NEW78.4K shares8.89%2026-06-302026-07-08

VST VISTRA CORP74.0K shares-1.19%2026-06-302026-07-08

APD AIR PRODUCTS AND CHEMICALS I39.7K shares2.96%2026-06-302026-07-08

CDNS CADENCE DESIGN SYSTEM INC30.9K shares-19.68%2026-06-302026-07-08

OKE ONEOK INC NEW126.2K shares2.51%2026-06-302026-07-08

MP MP MATERIALS CORP190.1K sharesnew addition2026-06-302026-07-08

ORACLE CORP ORACLE CORP70.9K shares330.02%2026-06-302026-07-08

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP75.8K shares-0.36%2026-06-302026-07-08

CF CF INDUSTRIES HOLD93.4K sharesnew addition2026-06-302026-07-08

GRNY TIDAL TRUST I308.9K shares-0.12%2026-06-302026-07-08

SPYI NEOS ETF TRUST156.9K shares5.72%2026-06-302026-07-08

VISA INC VISA INC23.9K shares3.32%2026-06-302026-07-08

TSM TAIWAN SEMICONDUCTOR MANUFAC17.1K shares-5.60%2026-06-302026-07-08

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP47.0K sharesnew addition2026-06-302026-07-08

QQQI NEOS ETF TRUST130.1K shares-0.90%2026-06-302026-07-08

Sponsored

MU MICRON TECHNOLOGY INC5.5K shares50.52%2026-06-302026-07-08

GOOG ALPHABET INC15.6K shares-0.92%2026-06-302026-07-08

VLO VALERO ENERGY CORP18.4K shares-20.32%2026-06-302026-07-08

XLI SELECT SECTOR SPDR TR25.8K shares7.18%2026-06-302026-07-08

SOFI SOFI TECHNOLOGIES INC249.5K shares17.24%2026-06-302026-07-08

KNG FIRST TR EXCHANGE-TRADED FD86.5K shares5.48%2026-06-302026-07-08

JEPI J P MORGAN EXCHANGE TRADED F69.8K shares1.14%2026-06-302026-07-08

EPD ENTERPRISE PRODS PARTNERS L94.4K shares-0.39%2026-06-302026-07-08

Sponsored

XLF SELECT SECTOR SPDR TR64.3K shares-17.57%2026-06-302026-07-08

LAC LITHIUM AMERS CORP NEW893.4K shares3.89%2026-06-302026-07-08

MLPX GLOBAL X FDS45.5K shares3.00%2026-06-302026-07-08

APPLIED MATLS INC APPLIED MATLS INC4.6K shares71.32%2026-06-302026-07-08

ADOBE INC ADOBE INC16.0K shares16.30%2026-06-302026-07-08

COWG PACER FDS TR81.3K shares-1.40%2026-06-302026-07-08

NTRA NATERA INC10.8K sharesnew addition2026-06-302026-07-08

FDL FIRST TR EXCHANGE-TRADED FD56.4K shares4.55%2026-06-302026-07-08

Sponsored

SFY TIDAL TRUST I18.1K shares-3.07%2026-06-302026-07-08

BRK.B BERKSHIRE HATHAWAY INC DEL5.4K shares-2.33%2026-06-302026-07-08

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC3.4K shares-88.52%2026-06-302026-07-08

SPDR SERIES TRUST SPDR SERIES TRUST26.2K shares-0.52%2026-06-302026-07-08

FANG DIAMONDBACK ENERGY INC12.7K shares-1.50%2026-06-302026-07-08

UBER UBER TECHNOLOGIES INC30.7K shares4.98%2026-06-302026-07-08

CRM SALESFORCE INC12.9K shares17.18%2026-06-302026-07-08

SCHD SCHWAB STRATEGIC TR63.5K shares1.65%2026-06-302026-07-08

Sponsored

QDPL PACER FDS TR42.8K shares6.73%2026-06-302026-07-08

ALAB ASTERA LABS INC4.0K shares-37.57%2026-06-302026-07-08

VOO VANGUARD INDEX FDS2.7K shares0.41%2026-06-302026-07-08

TRFK PACER FDS TR17.3K shares3.89%2026-06-302026-07-08

PATH UIPATH INC165.0K shares6.06%2026-06-302026-07-08

BMNR BITMINE IMMERSION TECHS INC134.2K shares38.51%2026-06-302026-07-08

NBIS NEBIUS GROUP N.V.6.3K shares-35.35%2026-06-302026-07-08

VOLT TEMA ETF TRUST41.4K shares3.51%2026-06-302026-07-08

Sponsored

STRATEGY INC STRATEGY INC19.5K shares25.27%2026-06-302026-07-08

DGRO ISHARES TR22.0K shares4.82%2026-06-302026-07-08

NOC NORTHROP GRUMMAN CORP3.0K shares-78.81%2026-06-302026-07-08

QQQ INVESCO QQQ TR2.0K shares0.30%2026-06-302026-07-08

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F22.5K shares2.33%2026-06-302026-07-08

MELI MERCADOLIBRE INC732 shares52.18%2026-06-302026-07-08

ISHARES TR ISHARES TR1.6K shares-36.62%2026-06-302026-07-08

CVX CHEVRON CORPORATION6.9K shares-89.15%2026-06-302026-07-08

Sponsored

CRWV COREWEAVE INC11.1K sharesnew addition2026-06-302026-07-08

HDV ISHARES TR39.3K shares392.44%2026-06-302026-07-08

IREN IREN LIMITED21.9K shares28.88%2026-06-302026-07-08

O REALTY INCOME CORP15.9K shares8.65%2026-06-302026-07-08

POWR ISHARES INC31.3K shares-2.19%2026-06-302026-07-08

OHI OMEGA HEALTHCARE INVS INC18.0K shares0.72%2026-06-302026-07-08

PANW PALO ALTO NETWORKS INC2.2K shares-83.84%2026-06-302026-07-08

VICI VICI PPTYS INC26.8K shares8.02%2026-06-302026-07-08

Sponsored

ASML ASML HLDG NV357 shares-0.56%2026-06-302026-07-08

IBM INTERNATIONAL BUSINESS MACHS2.3K shares4.69%2026-06-302026-07-08

WMT WALMART INC5.7K shares-4.48%2026-06-302026-07-08

MTUM ISHARES TR1.7K shares0.12%2026-06-302026-07-08

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T751 shares12.76%2026-06-302026-07-08

CACI CACI INTL INC1.2K shares0.00%2026-06-302026-07-08

DELL DELL TECHNOLOGIES INC1.3K sharesnew addition2026-06-302026-07-08

RKLB ROCKET LAB CORP5.4K shares0.00%2026-06-302026-07-08

Sponsored

MO ALTRIA GROUP INC7.5K shares-0.33%2026-06-302026-07-08

HD HOME DEPOT INC1.5K shares64.47%2026-06-302026-07-08

EPR EPR PPTYS9.3K shares-3.87%2026-06-302026-07-08

SYY SYSCO CORP6.3K sharesnew addition2026-06-302026-07-08

GLD SPDR GOLD TR1.4K shares9.85%2026-06-302026-07-08

VZ VERIZON COMMUNICATIONS INC12.2K shares-1.40%2026-06-302026-07-08

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR11.4K shares10.39%2026-06-302026-07-08

ABBVIE INC ABBVIE INC2.0K shares1.88%2026-06-302026-07-08

Sponsored

WPC WP CAREY INC6.9K shares-3.88%2026-06-302026-07-08

PSX PHILLIPS 662.9K shares0.14%2026-06-302026-07-08

VYM VANGUARD WHITEHALL FDS3.1K shares-4.01%2026-06-302026-07-08

IJR ISHARES TR3.2K shares-4.03%2026-06-302026-07-08

T AT&T INC22.6K shares-2.56%2026-06-302026-07-08

SPYG SPDR SERIES TRUST3.9K shares-0.84%2026-06-302026-07-08

JQUA J P MORGAN EXCHANGE TRADED F6.3K shares0.27%2026-06-302026-07-08

IRM IRON MTN INC DEL3.6K shares0.06%2026-06-302026-07-08

Sponsored

XLE SELECT SECTOR SPDR TR8.5K shares-16.32%2026-06-302026-07-08

COWZ PACER FDS TR7.2K shares-16.89%2026-06-302026-07-08

VXF VANGUARD INDEX FDS1.8K shares0.00%2026-06-302026-07-08

KMI KINDER MORGAN INC DEL13.7K shares0.01%2026-06-302026-07-08

IAU ISHARES GOLD TR5.5K shares-2.45%2026-06-302026-07-08

ISRG INTUITIVE SURGICAL INC1.0K shares-9.46%2026-06-302026-07-08

VIG VANGUARD SPECIALIZED FUNDS1.7K shares-2.22%2026-06-302026-07-08

SCHG SCHWAB STRATEGIC TR11.8K shares6.60%2026-06-302026-07-08

Sponsored

JNJ JOHNSON & JOHNSON1.6K shares3.91%2026-06-302026-07-08

ALPS ETF TR ALPS ETF TR7.7K shares-2.47%2026-06-302026-07-08

ENB ENBRIDGE INC7.0K shares16.05%2026-06-302026-07-08

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN2.0K shares-0.49%2026-06-302026-07-08

LRCX LAM RESEARCH CORP855 shares-37.73%2026-06-302026-07-08

AMGN AMGEN INC1.0K shares-89.83%2026-06-302026-07-08

VANGUARD INDEX FDS VANGUARD INDEX FDS979 shares-8.50%2026-06-302026-07-08

CLOUDFLARE INC CLOUDFLARE INC1.4K shares-79.93%2026-06-302026-07-08

Sponsored

WWD WOODWARD INC762 shares-6.16%2026-06-302026-07-08

AXON AXON ENTERPRISE INC575 shares-31.87%2026-06-302026-07-08

JMUB J P MORGAN EXCHANGE TRADED F6.3K shares0.32%2026-06-302026-07-08

CISCO SYS INC CISCO SYS INC2.7K sharesnew addition2026-06-302026-07-08

ET ENERGY TRANSFER L P16.5K shares-3.07%2026-06-302026-07-08

BA BOEING CO1.4K shares0.00%2026-06-302026-07-08

LMT LOCKHEED MARTIN CORP575 shares-4.64%2026-06-302026-07-08

SNOWFLAKE INC SNOWFLAKE INC1.1K sharesnew addition2026-06-302026-07-08

Sponsored

EMR EMERSON ELEC CO1.9K shares-92.73%2026-06-302026-07-08

QCOM QUALCOMM INC1.4K shares-33.95%2026-06-302026-07-08

XLK SELECT SECTOR SPDR TR1.4K shares-39.74%2026-06-302026-07-08

ASTS AST SPACEMOBILE INC2.9K sharesnew addition2026-06-302026-07-08

VGT VANGUARD WORLD FD2.2K sharesnew addition2026-06-302026-07-08

S SENTINELONE INC14.9K shares2.75%2026-06-302026-07-08

SOXX ISHARES TR393 sharesnew addition2026-06-302026-07-08

XLY SELECT SECTOR SPDR TR2.1K shares-30.32%2026-06-302026-07-08

Sponsored

BNDX VANGUARD CHARLOTTE FDS5.2K sharesnew addition2026-06-302026-07-08

SMH VANECK ETF TRUST374 sharesnew addition2026-06-302026-07-08

NVO NOVO-NORDISK A S5.1K shares-94.92%2026-06-302026-07-08

BTI BRITISH AMERN TOB PLC3.9K shares0.00%2026-06-302026-07-08

ATO ATMOS ENERGY CORP1.3K shares0.00%2026-06-302026-07-08

MLM MARTIN MARIETTA MATLS INC402 shares0.50%2026-06-302026-07-08

SLV ISHARES SILVER TR4.3K shares-1.60%2026-06-302026-07-08

MRVL MARVELL TECHNOLOGY INC772 sharesnew addition2026-06-302026-07-08

Sponsored

PEP PEPSICO INC1.7K shares-18.82%2026-06-302026-07-08

MGK VANGUARD WORLD FD2.6K shares353.45%2026-06-302026-07-08

XLC SELECT SECTOR SPDR TR2.1K shares-10.80%2026-06-302026-07-08

MPLX MPLX LP3.9K shares0.00%2026-06-302026-07-08

IWM ISHARES TR730 sharesnew addition2026-06-302026-07-08

KO COCA COLA CO2.6K shares-18.42%2026-06-302026-07-08

PFE PFIZER INC8.8K sharesnew addition2026-06-302026-07-08

QQQM INVESCO EXCH TRADED FD TR II700 sharesnew addition2026-06-302026-07-08

Sponsored

RTX CORPORATION RTX CORPORATION1.1K shares-8.97%2026-06-302026-07-08

IUSV ISHARES TR1.9K sharesnew addition2026-06-302026-07-08

MS MORGAN STANLEY992 sharesnew addition2026-06-302026-07-08

SCHW SCHWAB CHARLES CORP2.2K shares0.00%2026-06-302026-07-08

MASTERCARD INCORPORATED MASTERCARD INCORPORATED398 sharesnew addition2026-06-302026-07-08

PAAA PGIM ETF TR3.9K sharesnew addition2026-06-302026-07-08

OBDC BLUE OWL CAPITAL CORPORATION11.5K shares5.56%2026-06-302026-07-08

FTHM FATHOM HOLDINGS INC12.4K shares0.00%2026-06-302026-07-08

Sponsored

AAPL

APPLE INC

1.95%

Shares156.0K

Event2026-06-30

Filed2026-07-08

AMZN

AMAZON COM INC

-6.04%

Shares168.4K

Event2026-06-30

Filed2026-07-08

BIL

SPDR SERIES TRUST

64.88%

Shares405.8K

Event2026-06-30

Filed2026-07-08

NVDA

NVIDIA CORPORATION

-1.83%

Shares167.9K

Event2026-06-30

Filed2026-07-08

CGDV

CAPITAL GROUP DIVIDEND VALUE

4.61%

Shares569.7K

Event2026-06-30

Filed2026-07-08

GRNJ

TIDAL TRUST III

3.15%

Shares825.7K

Event2026-06-30

Filed2026-07-08

GOOGL

ALPHABET INC

0.08%

Shares68.5K

Event2026-06-30

Filed2026-07-08

AMD

ADVANCED MICRO DEVICES INC

-52.69%

Shares41.6K

Event2026-06-30

Filed2026-07-08

XAR

SPDR SERIES TRUST

12.97%

Shares84.6K

Event2026-06-30

Filed2026-07-08

PAVE

GLOBAL X FDS

12.16%

Shares403.0K

Event2026-06-30

Filed2026-07-08

MSFT

MICROSOFT CORP

-2.10%

Shares62.3K

Event2026-06-30

Filed2026-07-08

HOOD

ROBINHOOD MKTS INC

3.01%

Shares218.8K

Event2026-06-30

Filed2026-07-08

ICOW

PACER FDS TR

9.07%

Shares498.6K

Event2026-06-30

Filed2026-07-08

KLAC

KLA CORP

698.00%

Shares68.7K

Event2026-06-30

Filed2026-07-08

TSLA

TESLA INC

13.19%

Shares46.8K

Event2026-06-30

Filed2026-07-08

META PLATFORMS INC

6.70%

Shares34.5K

Event2026-06-30

Filed2026-07-08

GEV

GE VERNOVA INC

-15.39%

Shares15.9K

Event2026-06-30

Filed2026-07-08

ANET

ARISTA NETWORKS INC

-10.88%

Shares104.3K

Event2026-06-30

Filed2026-07-08

QUANTA SVCS INC

-13.00%

Shares23.2K

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO

-3.32%

Shares49.6K

Event2026-06-30

Filed2026-07-08

CAT

CATERPILLAR INC

-13.32%

Shares14.9K

Event2026-06-30

Filed2026-07-08

SERVICENOW INC

389.18%

Shares154.6K

Event2026-06-30

Filed2026-07-08

BROADCOM INC

-9.66%

Shares38.3K

Event2026-06-30

Filed2026-07-08

COSTCO WHOLESALE CORPORATION

1.21%

Shares15.2K

Event2026-06-30

Filed2026-07-08

GE AEROSPACE

7.10%

Shares37.5K

Event2026-06-30

Filed2026-07-08

GOLDMAN SACHS GROUP INC

-5.11%

Shares13.5K

Event2026-06-30

Filed2026-07-08

DEERE & CO

16.40%

Shares21.5K

Event2026-06-30

Filed2026-07-08

NETFLIX INC.

4.15%

Shares187.0K

Event2026-06-30

Filed2026-07-08

PNC

PNC FINL SVCS GROUP INC

10.62%

Shares53.9K

Event2026-06-30

Filed2026-07-08

AXP

AMERICAN EXPRESS CO

5.00%

Shares38.7K

Event2026-06-30

Filed2026-07-08

UNITEDHEALTH GROUP INC

1854.68%

Shares31.3K

Event2026-06-30

Filed2026-07-08

MNST

MONSTER BEVERAGE CORP NEW

0.34%

Shares133.5K

Event2026-06-30

Filed2026-07-08

LLY

ELI LILLY & CO

New

Shares10.7K

Event2026-06-30

Filed2026-07-08

TPL

TEXAS PACIFIC LAND CORPORATI

94.05%

Shares28.7K

Event2026-06-30

Filed2026-07-08

ETN

EATON CORP PLC

-5.57%

Shares29.2K

Event2026-06-30

Filed2026-07-08

PKG

PACKAGING CORP AMER

13.48%

Shares51.9K

Event2026-06-30

Filed2026-07-08

BOXX

EA SERIES TRUST

22.73%

Shares105.7K

Event2026-06-30

Filed2026-07-08

PALANTIR TECHNOLOGIES INC

8.27%

Shares106.0K

Event2026-06-30

Filed2026-07-08

UNP

UNION PAC CORP

9.41%

Shares44.1K

Event2026-06-30

Filed2026-07-08

BANK OF NY MELLON CORP

-14.10%

Shares82.7K

Event2026-06-30

Filed2026-07-08

PHILIP MORRIS INTL INC

2662.62%

Shares65.7K

Event2026-06-30

Filed2026-07-08

TJX

TJX COS INC NEW

8.89%

Shares78.4K

Event2026-06-30

Filed2026-07-08

VST

VISTRA CORP

-1.19%

Shares74.0K

Event2026-06-30

Filed2026-07-08

APD

AIR PRODUCTS AND CHEMICALS I

2.96%

Shares39.7K

Event2026-06-30

Filed2026-07-08

CDNS

CADENCE DESIGN SYSTEM INC

-19.68%

Shares30.9K

Event2026-06-30

Filed2026-07-08

OKE

ONEOK INC NEW

2.51%

Shares126.2K

Event2026-06-30

Filed2026-07-08

MP MATERIALS CORP

New

Shares190.1K

Event2026-06-30

Filed2026-07-08

ORACLE CORP

330.02%

Shares70.9K

Event2026-06-30

Filed2026-07-08

EXXON MOBIL CORP

-0.36%

Shares75.8K

Event2026-06-30

Filed2026-07-08

CF INDUSTRIES HOLD

New

Shares93.4K

Event2026-06-30

Filed2026-07-08

GRNY

TIDAL TRUST I

-0.12%

Shares308.9K

Event2026-06-30

Filed2026-07-08

SPYI

NEOS ETF TRUST

5.72%

Shares156.9K

Event2026-06-30

Filed2026-07-08

VISA INC

3.32%

Shares23.9K

Event2026-06-30

Filed2026-07-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-5.60%

Shares17.1K

Event2026-06-30

Filed2026-07-08

SPACE EXPLORATION TECHN CORP

New

Shares47.0K

Event2026-06-30

Filed2026-07-08

QQQI

NEOS ETF TRUST

-0.90%

Shares130.1K

Event2026-06-30

Filed2026-07-08

MICRON TECHNOLOGY INC

50.52%

Shares5.5K

Event2026-06-30

Filed2026-07-08

GOOG

ALPHABET INC

-0.92%

Shares15.6K

Event2026-06-30

Filed2026-07-08

VLO

VALERO ENERGY CORP

-20.32%

Shares18.4K

Event2026-06-30

Filed2026-07-08

XLI

SELECT SECTOR SPDR TR

7.18%

Shares25.8K

Event2026-06-30

Filed2026-07-08

SOFI

SOFI TECHNOLOGIES INC

17.24%

Shares249.5K

Event2026-06-30

Filed2026-07-08

KNG

FIRST TR EXCHANGE-TRADED FD

5.48%

Shares86.5K

Event2026-06-30

Filed2026-07-08

JEPI

J P MORGAN EXCHANGE TRADED F

1.14%

Shares69.8K

Event2026-06-30

Filed2026-07-08

EPD

ENTERPRISE PRODS PARTNERS L

-0.39%

Shares94.4K

Event2026-06-30

Filed2026-07-08

XLF

SELECT SECTOR SPDR TR

-17.57%

Shares64.3K

Event2026-06-30

Filed2026-07-08

LAC

LITHIUM AMERS CORP NEW

3.89%

Shares893.4K

Event2026-06-30

Filed2026-07-08

MLPX

GLOBAL X FDS

3.00%

Shares45.5K

Event2026-06-30

Filed2026-07-08

APPLIED MATLS INC

71.32%

Shares4.6K

Event2026-06-30

Filed2026-07-08

ADOBE INC

16.30%

Shares16.0K

Event2026-06-30

Filed2026-07-08

COWG

PACER FDS TR

-1.40%

Shares81.3K

Event2026-06-30

Filed2026-07-08

NTRA

NATERA INC

New

Shares10.8K

Event2026-06-30

Filed2026-07-08

FDL

FIRST TR EXCHANGE-TRADED FD

4.55%

Shares56.4K

Event2026-06-30

Filed2026-07-08

SFY

TIDAL TRUST I

-3.07%

Shares18.1K

Event2026-06-30

Filed2026-07-08

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.33%

Shares5.4K

Event2026-06-30

Filed2026-07-08

CROWDSTRIKE HLDGS INC

-88.52%

Shares3.4K

Event2026-06-30

Filed2026-07-08

SPDR SERIES TRUST

-0.52%

Shares26.2K

Event2026-06-30

Filed2026-07-08

FANG

DIAMONDBACK ENERGY INC

-1.50%

Shares12.7K

Event2026-06-30

Filed2026-07-08

UBER

UBER TECHNOLOGIES INC

4.98%

Shares30.7K

Event2026-06-30

Filed2026-07-08

CRM

SALESFORCE INC

17.18%

Shares12.9K

Event2026-06-30

Filed2026-07-08

SCHD

SCHWAB STRATEGIC TR

1.65%

Shares63.5K

Event2026-06-30

Filed2026-07-08

QDPL

PACER FDS TR

6.73%

Shares42.8K

Event2026-06-30

Filed2026-07-08

ALAB

ASTERA LABS INC

-37.57%

Shares4.0K

Event2026-06-30

Filed2026-07-08

VOO

VANGUARD INDEX FDS

0.41%

Shares2.7K

Event2026-06-30

Filed2026-07-08

TRFK

PACER FDS TR

3.89%

Shares17.3K

Event2026-06-30

Filed2026-07-08

PATH

UIPATH INC

6.06%

Shares165.0K

Event2026-06-30

Filed2026-07-08

BMNR

BITMINE IMMERSION TECHS INC

38.51%

Shares134.2K

Event2026-06-30

Filed2026-07-08

NBIS

NEBIUS GROUP N.V.

-35.35%

Shares6.3K

Event2026-06-30

Filed2026-07-08

VOLT

TEMA ETF TRUST

3.51%

Shares41.4K

Event2026-06-30

Filed2026-07-08

STRATEGY INC

25.27%

Shares19.5K

Event2026-06-30

Filed2026-07-08

DGRO

ISHARES TR

4.82%

Shares22.0K

Event2026-06-30

Filed2026-07-08

NOC

NORTHROP GRUMMAN CORP

-78.81%

Shares3.0K

Event2026-06-30

Filed2026-07-08

QQQ

INVESCO QQQ TR

0.30%

Shares2.0K

Event2026-06-30

Filed2026-07-08

J P MORGAN EXCHANGE TRADED F

2.33%

Shares22.5K

Event2026-06-30

Filed2026-07-08

MELI

MERCADOLIBRE INC

52.18%

Shares732

Event2026-06-30

Filed2026-07-08

ISHARES TR

-36.62%

Shares1.6K

Event2026-06-30

Filed2026-07-08

CVX

CHEVRON CORPORATION

-89.15%

Shares6.9K

Event2026-06-30

Filed2026-07-08

CRWV

COREWEAVE INC

New

Shares11.1K

Event2026-06-30

Filed2026-07-08

HDV

ISHARES TR

392.44%

Shares39.3K

Event2026-06-30

Filed2026-07-08

IREN

IREN LIMITED

28.88%

Shares21.9K

Event2026-06-30

Filed2026-07-08

REALTY INCOME CORP

8.65%

Shares15.9K

Event2026-06-30

Filed2026-07-08

POWR

ISHARES INC

-2.19%

Shares31.3K

Event2026-06-30

Filed2026-07-08

OHI

OMEGA HEALTHCARE INVS INC

0.72%

Shares18.0K

Event2026-06-30

Filed2026-07-08

PANW

PALO ALTO NETWORKS INC

-83.84%

Shares2.2K

Event2026-06-30

Filed2026-07-08

VICI

VICI PPTYS INC

8.02%

Shares26.8K

Event2026-06-30

Filed2026-07-08

ASML

ASML HLDG NV

-0.56%

Shares357

Event2026-06-30

Filed2026-07-08

IBM

INTERNATIONAL BUSINESS MACHS

4.69%

Shares2.3K

Event2026-06-30

Filed2026-07-08

WMT

WALMART INC

-4.48%

Shares5.7K

Event2026-06-30

Filed2026-07-08

MTUM

ISHARES TR

0.12%

Shares1.7K

Event2026-06-30

Filed2026-07-08

STATE STR SPDR S&P 500 ETF T

12.76%

Shares751

Event2026-06-30

Filed2026-07-08

CACI

CACI INTL INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

DELL

DELL TECHNOLOGIES INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-08

RKLB

ROCKET LAB CORP

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-08

ALTRIA GROUP INC

-0.33%

Shares7.5K

Event2026-06-30

Filed2026-07-08

HOME DEPOT INC

64.47%

Shares1.5K

Event2026-06-30

Filed2026-07-08

EPR

EPR PPTYS

-3.87%

Shares9.3K

Event2026-06-30

Filed2026-07-08

SYY

SYSCO CORP

New

Shares6.3K

Event2026-06-30

Filed2026-07-08

GLD

SPDR GOLD TR

9.85%

Shares1.4K

Event2026-06-30

Filed2026-07-08

VERIZON COMMUNICATIONS INC

-1.40%

Shares12.2K

Event2026-06-30

Filed2026-07-08

SELECT SECTOR SPDR TR

10.39%

Shares11.4K

Event2026-06-30

Filed2026-07-08

ABBVIE INC

1.88%

Shares2.0K

Event2026-06-30

Filed2026-07-08

WPC

WP CAREY INC

-3.88%

Shares6.9K

Event2026-06-30

Filed2026-07-08

PSX

PHILLIPS 66

0.14%

Shares2.9K

Event2026-06-30

Filed2026-07-08

VYM

VANGUARD WHITEHALL FDS

-4.01%

Shares3.1K

Event2026-06-30

Filed2026-07-08

IJR

ISHARES TR

-4.03%

Shares3.2K

Event2026-06-30

Filed2026-07-08

AT&T INC

-2.56%

Shares22.6K

Event2026-06-30

Filed2026-07-08

SPYG

SPDR SERIES TRUST

-0.84%

Shares3.9K

Event2026-06-30

Filed2026-07-08

JQUA

J P MORGAN EXCHANGE TRADED F

0.27%

Shares6.3K

Event2026-06-30

Filed2026-07-08

IRM

IRON MTN INC DEL

0.06%

Shares3.6K

Event2026-06-30

Filed2026-07-08

XLE

SELECT SECTOR SPDR TR

-16.32%

Shares8.5K

Event2026-06-30

Filed2026-07-08

COWZ

PACER FDS TR

-16.89%

Shares7.2K

Event2026-06-30

Filed2026-07-08

VXF

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-08

KMI

KINDER MORGAN INC DEL

0.01%

Shares13.7K

Event2026-06-30

Filed2026-07-08

IAU

ISHARES GOLD TR

-2.45%

Shares5.5K

Event2026-06-30

Filed2026-07-08

ISRG

INTUITIVE SURGICAL INC

-9.46%

Shares1.0K

Event2026-06-30

Filed2026-07-08

VIG

VANGUARD SPECIALIZED FUNDS

-2.22%

Shares1.7K

Event2026-06-30

Filed2026-07-08

SCHG

SCHWAB STRATEGIC TR

6.60%

Shares11.8K

Event2026-06-30

Filed2026-07-08

JNJ

JOHNSON & JOHNSON

3.91%

Shares1.6K

Event2026-06-30

Filed2026-07-08

ALPS ETF TR

-2.47%

Shares7.7K

Event2026-06-30

Filed2026-07-08

ENB

ENBRIDGE INC

16.05%

Shares7.0K

Event2026-06-30

Filed2026-07-08

LIVE NATION ENTERTAINMENT IN

-0.49%

Shares2.0K

Event2026-06-30

Filed2026-07-08

LRCX

LAM RESEARCH CORP

-37.73%

Shares855

Event2026-06-30

Filed2026-07-08

AMGN

AMGEN INC

-89.83%

Shares1.0K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

-8.50%

Shares979

Event2026-06-30

Filed2026-07-08

CLOUDFLARE INC

-79.93%

Shares1.4K

Event2026-06-30

Filed2026-07-08

WWD

WOODWARD INC

-6.16%

Shares762

Event2026-06-30

Filed2026-07-08

AXON

AXON ENTERPRISE INC

-31.87%

Shares575

Event2026-06-30

Filed2026-07-08

JMUB

J P MORGAN EXCHANGE TRADED F

0.32%

Shares6.3K

Event2026-06-30

Filed2026-07-08

CISCO SYS INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-08

ENERGY TRANSFER L P

-3.07%

Shares16.5K

Event2026-06-30

Filed2026-07-08

BOEING CO

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-08

LMT

LOCKHEED MARTIN CORP

-4.64%

Shares575

Event2026-06-30

Filed2026-07-08

SNOWFLAKE INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-08

EMR

EMERSON ELEC CO

-92.73%

Shares1.9K

Event2026-06-30

Filed2026-07-08

QCOM

QUALCOMM INC

-33.95%

Shares1.4K

Event2026-06-30

Filed2026-07-08

XLK

SELECT SECTOR SPDR TR

-39.74%

Shares1.4K

Event2026-06-30

Filed2026-07-08

ASTS

AST SPACEMOBILE INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-08

VGT

VANGUARD WORLD FD

New

Shares2.2K

Event2026-06-30

Filed2026-07-08

SENTINELONE INC

2.75%

Shares14.9K

Event2026-06-30

Filed2026-07-08

SOXX

ISHARES TR

New

Shares393

Event2026-06-30

Filed2026-07-08

XLY

SELECT SECTOR SPDR TR

-30.32%

Shares2.1K

Event2026-06-30

Filed2026-07-08

BNDX

VANGUARD CHARLOTTE FDS

New

Shares5.2K

Event2026-06-30

Filed2026-07-08

SMH

VANECK ETF TRUST

New

Shares374

Event2026-06-30

Filed2026-07-08

NVO

NOVO-NORDISK A S

-94.92%

Shares5.1K

Event2026-06-30

Filed2026-07-08

BTI

BRITISH AMERN TOB PLC

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-08

ATO

ATMOS ENERGY CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

MLM

MARTIN MARIETTA MATLS INC

0.50%

Shares402

Event2026-06-30

Filed2026-07-08

SLV

ISHARES SILVER TR

-1.60%

Shares4.3K

Event2026-06-30

Filed2026-07-08

MRVL

MARVELL TECHNOLOGY INC

New

Shares772

Event2026-06-30

Filed2026-07-08

PEP

PEPSICO INC

-18.82%

Shares1.7K

Event2026-06-30

Filed2026-07-08

MGK

VANGUARD WORLD FD

353.45%

Shares2.6K

Event2026-06-30

Filed2026-07-08

XLC

SELECT SECTOR SPDR TR

-10.80%

Shares2.1K

Event2026-06-30

Filed2026-07-08

MPLX

MPLX LP

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-08

IWM

ISHARES TR

New

Shares730

Event2026-06-30

Filed2026-07-08

COCA COLA CO

-18.42%

Shares2.6K

Event2026-06-30

Filed2026-07-08

PFE

PFIZER INC

New

Shares8.8K

Event2026-06-30

Filed2026-07-08

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares700

Event2026-06-30

Filed2026-07-08

RTX CORPORATION

-8.97%

Shares1.1K

Event2026-06-30

Filed2026-07-08

IUSV

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-08

MORGAN STANLEY

New

Shares992

Event2026-06-30

Filed2026-07-08

SCHW

SCHWAB CHARLES CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-08

MASTERCARD INCORPORATED

New

Shares398

Event2026-06-30

Filed2026-07-08

PAAA

PGIM ETF TR

New

Shares3.9K

Event2026-06-30

Filed2026-07-08

OBDC

BLUE OWL CAPITAL CORPORATION

5.56%

Shares11.5K

Event2026-06-30

Filed2026-07-08

FTHM

FATHOM HOLDINGS INC

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-08

Call Option Holdings

EXXON MOBIL CORP Call CallEXXON MOBIL CORP58.3K shares0.00%2026-06-302026-07-08

AMZN Call CallAMAZON COM INC25.1K shares-18.77%2026-06-302026-07-08

AAPL Call CallAPPLE INC19.4K shares-20.16%2026-06-302026-07-08

NVDA Call CallNVIDIA CORPORATION19.1K shares-53.53%2026-06-302026-07-08

VLO Call CallVALERO ENERGY CORP4.7K sharesnew addition2026-06-302026-07-08

META PLATFORMS INC Call CallMETA PLATFORMS INC1.8K shares50.00%2026-06-302026-07-08

BRK.B Call CallBERKSHIRE HATHAWAY INC DEL1.1K shares-38.89%2026-06-302026-07-08

SYY Call CallSYSCO CORP6.3K sharesnew addition2026-06-302026-07-08

CVX Call CallCHEVRON CORPORATION2.8K shares-63.16%2026-06-302026-07-08

TSLA Call CallTESLA INC800 shares-75.76%2026-06-302026-07-08

MNST Call CallMONSTER BEVERAGE CORP NEW2.9K shares-57.35%2026-06-302026-07-08

JPMORGAN CHASE & CO Call CallJPMORGAN CHASE & CO800 shares-68.00%2026-06-302026-07-08

HOOD Call CallROBINHOOD MKTS INC2.6K shares-69.77%2026-06-302026-07-08

AXP Call CallAMERICAN EXPRESS CO600 shares-57.14%2026-06-302026-07-08

BK Call CallBANK OF NY MELLON CORP1.3K shares-58.06%2026-06-302026-07-08

GE Call CallGE AEROSPACE500 shares-64.29%2026-06-302026-07-08

GOOG Call CallALPHABET INC500 shares-83.33%2026-06-302026-07-08

PALANTIR TECHNOLOGIES INC Call CallPALANTIR TECHNOLOGIES INC1.5K shares-71.70%2026-06-302026-07-08

VISA INC Call CallVISA INC500 shares0.00%2026-06-302026-07-08

OKE Call CallONEOK INC NEW1.8K shares-57.14%2026-06-302026-07-08

ANET Call CallARISTA NETWORKS INC900 shares-55.00%2026-06-302026-07-08

CDNS Call CallCADENCE DESIGN SYSTEM INC400 shares-66.67%2026-06-302026-07-08

PNC Call CallPNC FINL SVCS GROUP INC600 sharesnew addition2026-06-302026-07-08

ETN Call CallEATON CORP PLC300 shares-66.67%2026-06-302026-07-08

DE Call CallDEERE & CO200 sharesnew addition2026-06-302026-07-08

TJX Call CallTJX COS INC NEW800 shares-63.64%2026-06-302026-07-08

NETFLIX INC. Call CallNETFLIX INC.1.4K shares-69.57%2026-06-302026-07-08

VST Call CallVISTRA CORP500 shares-70.59%2026-06-302026-07-08

MSFT Call CallMICROSOFT CORP200 shares-86.67%2026-06-302026-07-08

QUANTA SVCS INC Call CallQUANTA SVCS INC100 shares-88.89%2026-06-302026-07-08

BROADCOM INC Call CallBROADCOM INC100 shares-80.00%2026-06-302026-07-08

EXXON MOBIL CORP Call

EXXON MOBIL CORP

0.00%

Shares58.3K

Event2026-06-30

Filed2026-07-08

AMZN Call

AMAZON COM INC

-18.77%

Shares25.1K

Event2026-06-30

Filed2026-07-08

AAPL Call

APPLE INC

-20.16%

Shares19.4K

Event2026-06-30

Filed2026-07-08

NVDA Call

NVIDIA CORPORATION

-53.53%

Shares19.1K

Event2026-06-30

Filed2026-07-08

VLO Call

VALERO ENERGY CORP

New

Shares4.7K

Event2026-06-30

Filed2026-07-08

META PLATFORMS INC Call

META PLATFORMS INC

50.00%

Shares1.8K

Event2026-06-30

Filed2026-07-08

BRK.B Call

BERKSHIRE HATHAWAY INC DEL

-38.89%

Shares1.1K

Event2026-06-30

Filed2026-07-08

SYY Call

SYSCO CORP

New

Shares6.3K

Event2026-06-30

Filed2026-07-08

CVX Call

CHEVRON CORPORATION

-63.16%

Shares2.8K

Event2026-06-30

Filed2026-07-08

TSLA Call

TESLA INC

-75.76%

Shares800

Event2026-06-30

Filed2026-07-08

MNST Call

MONSTER BEVERAGE CORP NEW

-57.35%

Shares2.9K

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO Call

JPMORGAN CHASE & CO

-68.00%

Shares800

Event2026-06-30

Filed2026-07-08

HOOD Call

ROBINHOOD MKTS INC

-69.77%

Shares2.6K

Event2026-06-30

Filed2026-07-08

AXP Call

AMERICAN EXPRESS CO

-57.14%

Shares600

Event2026-06-30

Filed2026-07-08

BK Call

BANK OF NY MELLON CORP

-58.06%

Shares1.3K

Event2026-06-30

Filed2026-07-08

GE Call

GE AEROSPACE

-64.29%

Shares500

Event2026-06-30

Filed2026-07-08

GOOG Call

ALPHABET INC

-83.33%

Shares500

Event2026-06-30

Filed2026-07-08

PALANTIR TECHNOLOGIES INC Call

PALANTIR TECHNOLOGIES INC

-71.70%

Shares1.5K

Event2026-06-30

Filed2026-07-08

VISA INC Call

VISA INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-08

OKE Call

ONEOK INC NEW

-57.14%

Shares1.8K

Event2026-06-30

Filed2026-07-08

ANET Call

ARISTA NETWORKS INC

-55.00%

Shares900

Event2026-06-30

Filed2026-07-08

CDNS Call

CADENCE DESIGN SYSTEM INC

-66.67%

Shares400

Event2026-06-30

Filed2026-07-08

PNC Call

PNC FINL SVCS GROUP INC

New

Shares600

Event2026-06-30

Filed2026-07-08

ETN Call

EATON CORP PLC

-66.67%

Shares300

Event2026-06-30

Filed2026-07-08

DE Call

DEERE & CO

New

Shares200

Event2026-06-30

Filed2026-07-08

TJX Call

TJX COS INC NEW

-63.64%

Shares800

Event2026-06-30

Filed2026-07-08

NETFLIX INC. Call

NETFLIX INC.

-69.57%

Shares1.4K

Event2026-06-30

Filed2026-07-08

VST Call

VISTRA CORP

-70.59%

Shares500

Event2026-06-30

Filed2026-07-08

MSFT Call

MICROSOFT CORP

-86.67%

Shares200

Event2026-06-30

Filed2026-07-08

QUANTA SVCS INC Call

QUANTA SVCS INC

-88.89%

Shares100

Event2026-06-30

Filed2026-07-08

BROADCOM INC Call

BROADCOM INC

-80.00%

Shares100

Event2026-06-30

Filed2026-07-08

Put Option Holdings

No put option holdings data available