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The Analysis of Tempo Wealth, LLC's Holdings & P&L

Currently, Tempo Wealth, LLC holds 237 types of securities in its portfolio with a total value $675.2M. In the most recent quarter, they have increased their positions in VCSH (+86.4K shares, valued at $6.8M), VUG (+58.4K shares, valued at $5.0M), PGR (+21.1K shares, valued at $4.6M); decreased their positions in PH (-18.7K shares, valued at $18.3M), BND (-58.0K shares, valued at $4.3M), TLT (-10.1K shares, valued at $872.5K); initiated new positions in JMST (+10.5K shares, valued at $537.0K), N/A (+4.7K shares, valued at $468.7K), BINC (+8.5K shares, valued at $442.7K).

1M P&L

-15.0M-2.66%

3M P&L

-3.9M-0.71%

HY P&L

+30.6M+5.91%

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/A258.0M

44.9%

2Specialty Industrial Machinery73.3M

12.7%

3Semiconductors56.0M

9.7%

Top Industries by Stock Count

1N/A108 stocks

51.9%

2Aerospace & Defense10 stocks

4.8%

3Semiconductors9 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PH PARKER-HANNIFIN CORP73.4K shares-20.33%2026-06-302026-07-27

PGR PROGRESSIVE CORP179.4K shares13.33%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T31.2K shares-0.18%2026-06-302026-07-27

SPYG SPDR SERIES TRUST184.6K shares-0.24%2026-06-302026-07-27

GOOGL ALPHABET INC56.4K shares3.61%2026-06-302026-07-27

AAPL APPLE INC66.4K shares1.68%2026-06-302026-07-27

QQQ INVESCO QQQ TR25.9K shares0.55%2026-06-302026-07-27

AMD ADVANCED MICRO DEVICES INC32.7K shares-0.68%2026-06-302026-07-27

Sponsored

NVDA NVIDIA CORPORATION93.3K shares6.60%2026-06-302026-07-27

ISHARES TR ISHARES TR24.2K shares3.78%2026-06-302026-07-27

SPYV SPDR SERIES TRUST288.7K shares-1.54%2026-06-302026-07-27

AMZN AMAZON COM INC56.2K shares3.26%2026-06-302026-07-27

IJR ISHARES TR85.8K shares-1.14%2026-06-302026-07-27

BROADCOM INC BROADCOM INC32.4K shares1.99%2026-06-302026-07-27

VTV VANGUARD INDEX FDS53.0K shares-1.08%2026-06-302026-07-27

MSFT MICROSOFT CORP29.1K shares11.22%2026-06-302026-07-27

Sponsored

MU MICRON TECHNOLOGY INC8.9K shares-0.42%2026-06-302026-07-27

IJH ISHARES TR131.3K shares4.01%2026-06-302026-07-27

QQQM INVESCO EXCH TRADED FD TR II30.5K shares4.71%2026-06-302026-07-27

BND VANGUARD BD INDEX FDS122.6K shares-32.11%2026-06-302026-07-27

VOO VANGUARD INDEX FDS12.0K shares0.71%2026-06-302026-07-27

DGRO ISHARES TR104.2K shares-4.19%2026-06-302026-07-27

VCSH VANGUARD SCOTTSDALE FDS91.7K shares1635.17%2026-06-302026-07-27

LGLV SPDR SERIES TRUST39.4K shares-1.03%2026-06-302026-07-27

Sponsored

COWZ PACER FDS TR102.9K shares-2.11%2026-06-302026-07-27

VUG VANGUARD INDEX FDS70.3K shares493.27%2026-06-302026-07-27

MASTERCARD INCORPORATED MASTERCARD INCORPORATED11.7K shares4.10%2026-06-302026-07-27

QUAL ISHARES TR26.2K shares-0.57%2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC9.6K shares10.51%2026-06-302026-07-27

GOOG ALPHABET INC14.3K shares2.38%2026-06-302026-07-27

FLOT ISHARES TR97.2K shares12.17%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO14.9K shares10.38%2026-06-302026-07-27

Sponsored

EFA ISHARES TR46.0K shares4.06%2026-06-302026-07-27

TSLA TESLA INC11.2K shares0.59%2026-06-302026-07-27

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.9K shares1.87%2026-06-302026-07-27

MDYG SPDR SERIES TRUST40.9K shares1.14%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON18.0K shares4.69%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL8.4K shares3.53%2026-06-302026-07-27

GS GOLDMAN SACHS GROUP INC4.0K shares10.42%2026-06-302026-07-27

XLK SELECT SECTOR SPDR TR18.4K shares-3.99%2026-06-302026-07-27

Sponsored

MTUM ISHARES TR10.2K shares-0.03%2026-06-302026-07-27

TSM TAIWAN SEMICONDUCTOR MANUFAC7.2K shares0.25%2026-06-302026-07-27

IVOO VANGUARD ADMIRAL FDS INC25.3K shares-0.03%2026-06-302026-07-27

RKLB ROCKET LAB CORP31.7K shares16.16%2026-06-302026-07-27

BSCS INVESCO EXCH TRD SLF IDX FD152.9K shares-9.32%2026-06-302026-07-27

LOW LOWES COS INC14.1K shares8.25%2026-06-302026-07-27

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC26.1K shares18.93%2026-06-302026-07-27

SLYG SPDR SERIES TRUST25.2K shares-2.37%2026-06-302026-07-27

Sponsored

VISA INC VISA INC8.4K shares5.40%2026-06-302026-07-27

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC3.7K shares51.77%2026-06-302026-07-27

ITOT ISHARES TR15.9K shares-0.30%2026-06-302026-07-27

ORLY OREILLY AUTOMOTIVE INC28.1K shares-2.20%2026-06-302026-07-27

SOXX ISHARES TR3.8K shares-0.16%2026-06-302026-07-27

BKLN INVESCO EXCH TRADED FD TR II110.6K shares0.99%2026-06-302026-07-27

SOUTHERN CO SOUTHERN CO23.1K shares13.97%2026-06-302026-07-27

VRT VERTIV HOLDINGS CO6.6K shares13.75%2026-06-302026-07-27

Sponsored

GEV GE VERNOVA INC1.8K shares29.79%2026-06-302026-07-27

BLK BLACKROCK INC2.2K shares21.36%2026-06-302026-07-27

VWO VANGUARD INTL EQUITY INDEX F34.3K shares7.78%2026-06-302026-07-27

WMT WALMART INC18.0K shares10.56%2026-06-302026-07-27

BSCR INVESCO EXCH TRD SLF IDX FD103.5K shares-4.71%2026-06-302026-07-27

SCHD SCHWAB STRATEGIC TR63.6K shares109.22%2026-06-302026-07-27

VIOG VANGUARD ADMIRAL FDS INC13.1K shares-0.20%2026-06-302026-07-27

XLI SELECT SECTOR SPDR TR10.7K shares7.71%2026-06-302026-07-27

Sponsored

MRVL MARVELL TECHNOLOGY INC6.6K shares0.08%2026-06-302026-07-27

CAT CATERPILLAR INC1.7K shares22.70%2026-06-302026-07-27

HD HOME DEPOT INC4.9K shares14.06%2026-06-302026-07-27

SHW SHERWIN WILLIAMS CO5.0K shares9.31%2026-06-302026-07-27

TLT ISHARES TR19.6K shares-33.96%2026-06-302026-07-27

INTC INTEL CORP11.9K shares0.24%2026-06-302026-07-27

VEA VANGUARD TAX-MANAGED FDS22.7K shares-4.26%2026-06-302026-07-27

VIOO VANGUARD ADMIRAL FDS INC11.8K shares0.29%2026-06-302026-07-27

Sponsored

IXN ISHARES TR11.2K shares-1.76%2026-06-302026-07-27

MGK VANGUARD WORLD FD18.2K shares390.23%2026-06-302026-07-27

LLY ELI LILLY & CO1.3K shares42.17%2026-06-302026-07-27

BSCQ INVESCO EXCH TRD SLF IDX FD80.6K shares-4.45%2026-06-302026-07-27

PG PROCTER & GAMBLE CO10.7K shares11.17%2026-06-302026-07-27

BSCT INVESCO EXCH TRD SLF IDX FD82.1K shares-10.21%2026-06-302026-07-27

DVY ISHARES TR9.5K shares-9.08%2026-06-302026-07-27

CEG CONSTELLATION ENERGY CORP6.0K shares15.09%2026-06-302026-07-27

Sponsored

ORACLE CORP ORACLE CORP10.0K shares18.12%2026-06-302026-07-27

BUFR FIRST TR EXCHNG TRADED FD VI38.3K shares-12.04%2026-06-302026-07-27

XLV SELECT SECTOR SPDR TR8.6K shares-0.84%2026-06-302026-07-27

APPLIED MATLS INC APPLIED MATLS INC1.9K shares37.67%2026-06-302026-07-27

USIG ISHARES TR26.3K shares-3.12%2026-06-302026-07-27

LHX L3HARRIS TECHNOLOGIES INC4.6K shares5.69%2026-06-302026-07-27

EFAV ISHARES TR15.1K shares1.20%2026-06-302026-07-27

XLF SELECT SECTOR SPDR TR24.4K shares1.23%2026-06-302026-07-27

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP9.4K shares13.81%2026-06-302026-07-27

FTNT FORTINET INC8.2K shares-3.67%2026-06-302026-07-27

XMLV INVESCO EXCH TRADED FD TR II18.9K shares-0.62%2026-06-302026-07-27

AXP AMERICAN EXPRESS CO3.6K shares97.77%2026-06-302026-07-27

VGT VANGUARD WORLD FD10.2K shares704.81%2026-06-302026-07-27

RZG INVESCO EXCHANGE TRADED FD T16.6K shares-2.81%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS3.3K shares-21.78%2026-06-302026-07-27

IBM INTERNATIONAL BUSINESS MACHS4.3K shares4.11%2026-06-302026-07-27

Sponsored

ETN EATON CORP PLC2.7K shares-4.10%2026-06-302026-07-27

ANET ARISTA NETWORKS INC6.6K shares45.98%2026-06-302026-07-27

DATADOG INC DATADOG INC4.3K shares55.66%2026-06-302026-07-27

PANW PALO ALTO NETWORKS INC3.2K shares11.04%2026-06-302026-07-27

LECO LINCOLN ELEC HLDGS INC4.1K shares0.32%2026-06-302026-07-27

OUSA ALPS ETF TR18.7K shares-1.51%2026-06-302026-07-27

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.6K shares5.78%2026-06-302026-07-27

VOT VANGUARD INDEX FDS3.4K shares2.79%2026-06-302026-07-27

Sponsored

SHOP SHOPIFY INC9.1K shares2.60%2026-06-302026-07-27

GE GE AEROSPACE2.7K shares8.71%2026-06-302026-07-27

RFG INVESCO EXCHANGE TRADED FD T15.3K shares-2.10%2026-06-302026-07-27

BSCU INVESCO EXCH TRD SLF IDX FD56.0K shares-9.49%2026-06-302026-07-27

QBTS D-WAVE QUANTUM INC38.8K shares4.36%2026-06-302026-07-27

RTX CORPORATION RTX CORPORATION4.8K shares28.95%2026-06-302026-07-27

KNG FIRST TR EXCHANGE-TRADED FD18.1K shares-6.30%2026-06-302026-07-27

NOC NORTHROP GRUMMAN CORP1.7K shares18.78%2026-06-302026-07-27

Sponsored

BX BLACKSTONE INC7.5K shares-4.48%2026-06-302026-07-27

ISHARES TR ISHARES TR9.0K shares-8.32%2026-06-302026-07-27

IVE ISHARES TR3.8K shares9.07%2026-06-302026-07-27

DE DEERE & CO1.3K shares26.17%2026-06-302026-07-27

RGTI RIGETTI COMPUTING INC43.2K shares6.40%2026-06-302026-07-27

LMT LOCKHEED MARTIN CORP1.6K shares38.20%2026-06-302026-07-27

IVOG VANGUARD ADMIRAL FDS INC5.4K shares-0.62%2026-06-302026-07-27

WTW WILLIS TOWERS WATSON PLC LTD3.0K shares-6.17%2026-06-302026-07-27

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F12.6K shares0.46%2026-06-302026-07-27

CISCO SYS INC CISCO SYS INC6.4K shares-0.68%2026-06-302026-07-27

ABBVIE INC ABBVIE INC2.9K shares3.93%2026-06-302026-07-27

AMGN AMGEN INC1.9K shares25.16%2026-06-302026-07-27

PNC PNC FINL SVCS GROUP INC2.8K shares2.26%2026-06-302026-07-27

CRM SALESFORCE INC4.4K shares5.08%2026-06-302026-07-27

ASML ASML HLDG NV345 shares3.60%2026-06-302026-07-27

IWF ISHARES TR5.4K shares300.15%2026-06-302026-07-27

Sponsored

XAR SPDR SERIES TRUST2.3K shares-1.84%2026-06-302026-07-27

IQV IQVIA HLDGS INC3.4K shares-2.16%2026-06-302026-07-27

WASTE MGMT INC DEL WASTE MGMT INC DEL2.9K shares4.69%2026-06-302026-07-27

TJUL INNOVATOR ETFS TRUST21.4K shares0.00%2026-06-302026-07-27

ACWV ISHARES INC5.2K shares0.90%2026-06-302026-07-27

BKNG BOOKING HOLDINGS INC3.4K shares2248.63%2026-06-302026-07-27

IEMG ISHARES INC7.2K shares-4.98%2026-06-302026-07-27

SUSB ISHARES TR23.8K shares-4.82%2026-06-302026-07-27

Sponsored

GLD SPDR GOLD TR1.6K shares-5.91%2026-06-302026-07-27

KEY KEYCORP24.9K shares4.96%2026-06-302026-07-27

BAC BANK OF AMER CORP10.1K shares39.54%2026-06-302026-07-27

MRK MERCK & CO INC4.4K shares67.36%2026-06-302026-07-27

LTBR LIGHTBRIDGE CORP63.8K shares-6.74%2026-06-302026-07-27

OMF ONEMAIN HLDGS INC9.1K shares18.06%2026-06-302026-07-27

JMST J P MORGAN EXCHANGE TRADED F10.5K sharesnew addition2026-06-302026-07-27

CIBR FIRST TR EXCHANGE-TRADED FD5.9K shares0.09%2026-06-302026-07-27

Sponsored

SIXG ETF SER SOLUTIONS5.5K shares0.13%2026-06-302026-07-27

RDVY FIRST TR EXCHANGE TRADED FD6.4K shares102.55%2026-06-302026-07-27

IBIT ISHARES BITCOIN TRUST ETF15.0K shares-6.30%2026-06-302026-07-27

IONQ INC IONQ INC9.4K shares9.24%2026-06-302026-07-27

PM PHILIP MORRIS INTL INC2.8K shares0.99%2026-06-302026-07-27

HOOD ROBINHOOD MKTS INC4.9K shares35.56%2026-06-302026-07-27

BA BOEING CO2.2K shares0.59%2026-06-302026-07-27

COR CENCORA INC1.7K shares0.24%2026-06-302026-07-27

Sponsored

VO VANGUARD INDEX FDS5.9K shares320.40%2026-06-302026-07-27

VIG VANGUARD SPECIALIZED FUNDS2.0K shares0.30%2026-06-302026-07-27

SERVICENOW INC SERVICENOW INC4.7K sharesnew addition2026-06-302026-07-27

WELL WELLTOWER INC2.0K shares0.64%2026-06-302026-07-27

INDA ISHARES TR9.3K shares1.44%2026-06-302026-07-27

MDYV SPDR SERIES TRUST4.7K shares0.45%2026-06-302026-07-27

KO COCA COLA CO5.5K shares-1.40%2026-06-302026-07-27

BINC BLACKROCK ETF TRUST II8.5K sharesnew addition2026-06-302026-07-27

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC5.0K shares16.47%2026-06-302026-07-27

SLYV SPDR SERIES TRUST4.0K shares0.48%2026-06-302026-07-27

VB VANGUARD INDEX FDS1.4K shares0.84%2026-06-302026-07-27

TMUS T-MOBILE US INC2.5K shares22.92%2026-06-302026-07-27

ELV ELEVANCE HEALTH INC FORMERLY1.1K shares-2.86%2026-06-302026-07-27

MS MORGAN STANLEY2.0K shares5.11%2026-06-302026-07-27

TDG TRANSDIGM GROUP INC307 shares-2.54%2026-06-302026-07-27

USMV ISHARES TR4.2K shares-6.41%2026-06-302026-07-27

Sponsored

FTLS FIRST TR EXCH TRADED FD III5.4K shares0.28%2026-06-302026-07-27

SHYG ISHARES TR9.3K shares-10.70%2026-06-302026-07-27

C CITIGROUP INC2.8K sharesnew addition2026-06-302026-07-27

IGRO ISHARES TR4.4K sharesnew addition2026-06-302026-07-27

QCOM QUALCOMM INC2.1K shares-7.07%2026-06-302026-07-27

DUK DUKE ENERGY CORP NEW3.0K shares84.36%2026-06-302026-07-27

SPYD SPDR SERIES TRUST7.9K shares2.46%2026-06-302026-07-27

HYBL SSGA ACTIVE TR13.3K shares-7.87%2026-06-302026-07-27

Sponsored

VTC VANGUARD SCOTTSDALE FDS4.8K shares1.23%2026-06-302026-07-27

CMG CHIPOTLE MEXICAN GRILL INC10.9K shares-16.38%2026-06-302026-07-27

XLY SELECT SECTOR SPDR TR3.2K shares-9.00%2026-06-302026-07-27

GD GENERAL DYNAMICS CORP1.0K shares-5.25%2026-06-302026-07-27

IAU ISHARES GOLD TR4.9K shares0.00%2026-06-302026-07-27

TAFI AB ACTIVE ETFS INC14.5K sharesnew addition2026-06-302026-07-27

XLE SELECT SECTOR SPDR TR6.7K shares-2.85%2026-06-302026-07-27

TXN TEXAS INSTRS INC1.2K shares0.51%2026-06-302026-07-27

Sponsored

GLW CORNING INC1.4K sharesnew addition2026-06-302026-07-27

CMI CUMMINS INC489 shares2.73%2026-06-302026-07-27

IEI ISHARES TR2.9K shares0.91%2026-06-302026-07-27

QUANTA SVCS INC QUANTA SVCS INC471 shares8.53%2026-06-302026-07-27

UPS UNITED PARCEL SVCS INC3.1K shares-0.54%2026-06-302026-07-27

NETFLIX INC. NETFLIX INC.4.7K shares9.41%2026-06-302026-07-27

BUFD FIRST TR EXCHNG TRADED FD VI11.0K shares0.00%2026-06-302026-07-27

CVX CHEVRON CORPORATION2.0K shares29.16%2026-06-302026-07-27

Sponsored

BSCV INVESCO EXCH TRD SLF IDX FD19.7K shares-0.16%2026-06-302026-07-27

IPO RENAISSANCE CAP GREENWICH FD5.4K shares0.06%2026-06-302026-07-27

LIN LINDE PLC611 shares0.66%2026-06-302026-07-27

PEP PEPSICO INC2.2K shares7.82%2026-06-302026-07-27

MMC MARSH & MCLENNAN COS INC1.7K shares0.52%2026-06-302026-07-27

PPA INVESCO EXCHANGE TRADED FD T1.6K shares-5.43%2026-06-302026-07-27

DG DOLLAR GEN CORP2.4K shares0.41%2026-06-302026-07-27

IWD ISHARES TR1.1K shares0.36%2026-06-302026-07-27

Sponsored

IWB ISHARES TR660 shares0.15%2026-06-302026-07-27

SCHW SCHWAB CHARLES CORP2.9K sharesnew addition2026-06-302026-07-27

BLV VANGUARD BD INDEX FDS3.8K shares-40.34%2026-06-302026-07-27

MCK MCKESSON CORP346 shares5.17%2026-06-302026-07-27

HWM HOWMET AEROSPACE INC973 sharesnew addition2026-06-302026-07-27

ADI ANALOG DEVICES INC648 shares0.15%2026-06-302026-07-27

POCT INNOVATOR ETFS TRUST5.5K shares0.00%2026-06-302026-07-27

VCIT VANGUARD SCOTTSDALE FDS3.1K shares-8.51%2026-06-302026-07-27

Sponsored

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

DOMINION ENERGY INC DOMINION ENERGY INC3.6K shares3.03%2026-06-302026-07-27

XLP SELECT SECTOR SPDR TR3.0K shares-1.22%2026-06-302026-07-27

GILD GILEAD SCIENCES INC1.9K sharesnew addition2026-06-302026-07-27

AXON AXON ENTERPRISE INC430 sharesnew addition2026-06-302026-07-27

BROS DUTCH BROS INC3.3K sharesnew addition2026-06-302026-07-27

CDNS CADENCE DESIGN SYSTEM INC619 sharesnew addition2026-06-302026-07-27

ENB ENBRIDGE INC4.3K shares0.00%2026-06-302026-07-27

Sponsored

IWV ISHARES TR539 sharesnew addition2026-06-302026-07-27

TMO THERMO FISHER SCIENTIFIC INC449 shares0.90%2026-06-302026-07-27

FNDF SCHWAB STRATEGIC TR4.2K shares0.00%2026-06-302026-07-27

ABT ABBOTT LABORATORIES2.5K shares0.41%2026-06-302026-07-27

CALF PACER FDS TR4.3K shares-38.65%2026-06-302026-07-27

TJX TJX COS INC NEW1.4K sharesnew addition2026-06-302026-07-27

PFE PFIZER INC8.9K shares3.74%2026-06-302026-07-27

SBUX STARBUCKS CORP2.1K sharesnew addition2026-06-302026-07-27

Sponsored

VNQ VANGUARD INDEX FDS2.2K sharesnew addition2026-06-302026-07-27

IFRA ISHARES TR3.4K sharesnew addition2026-06-302026-07-27

VZ VERIZON COMMUNICATIONS INC5.0K sharesnew addition2026-06-302026-07-27

KBE SPDR SERIES TRUST3.1K sharesnew addition2026-06-302026-07-27

VFH VANGUARD WORLD FD1.6K sharesnew addition2026-06-302026-07-27

VONG VANGUARD SCOTTSDALE FDS1.6K sharesnew addition2026-06-302026-07-27

RSP INVESCO EXCHANGE TRADED FD T958 sharesnew addition2026-06-302026-07-27

FLEX FLEX LTD1.3K sharesnew addition2026-06-302026-07-27

Sponsored

VLUE ISHARES TR1.0K sharesnew addition2026-06-302026-07-27

AON AON PLC609 sharesnew addition2026-06-302026-07-27

EEM ISHARES TR2.9K sharesnew addition2026-06-302026-07-27

OWL BLUE OWL CAPITAL INC19.8K shares-19.62%2026-06-302026-07-27

JPC NUVEEN PFD & INCOME OPPORTUN13.3K shares0.82%2026-06-302026-07-27

PARKER-HANNIFIN CORP

-20.33%

Shares73.4K

Event2026-06-30

Filed2026-07-27

PGR

PROGRESSIVE CORP

13.33%

Shares179.4K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

-0.18%

Shares31.2K

Event2026-06-30

Filed2026-07-27

SPYG

SPDR SERIES TRUST

-0.24%

Shares184.6K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

3.61%

Shares56.4K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

1.68%

Shares66.4K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

0.55%

Shares25.9K

Event2026-06-30

Filed2026-07-27

AMD

ADVANCED MICRO DEVICES INC

-0.68%

Shares32.7K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

6.60%

Shares93.3K

Event2026-06-30

Filed2026-07-27

ISHARES TR

3.78%

Shares24.2K

Event2026-06-30

Filed2026-07-27

SPYV

SPDR SERIES TRUST

-1.54%

Shares288.7K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

3.26%

Shares56.2K

Event2026-06-30

Filed2026-07-27

IJR

ISHARES TR

-1.14%

Shares85.8K

Event2026-06-30

Filed2026-07-27

BROADCOM INC

1.99%

Shares32.4K

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

-1.08%

Shares53.0K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

11.22%

Shares29.1K

Event2026-06-30

Filed2026-07-27

MICRON TECHNOLOGY INC

-0.42%

Shares8.9K

Event2026-06-30

Filed2026-07-27

IJH

ISHARES TR

4.01%

Shares131.3K

Event2026-06-30

Filed2026-07-27

QQQM

INVESCO EXCH TRADED FD TR II

4.71%

Shares30.5K

Event2026-06-30

Filed2026-07-27

BND

VANGUARD BD INDEX FDS

-32.11%

Shares122.6K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

0.71%

Shares12.0K

Event2026-06-30

Filed2026-07-27

DGRO

ISHARES TR

-4.19%

Shares104.2K

Event2026-06-30

Filed2026-07-27

VCSH

VANGUARD SCOTTSDALE FDS

1635.17%

Shares91.7K

Event2026-06-30

Filed2026-07-27

LGLV

SPDR SERIES TRUST

-1.03%

Shares39.4K

Event2026-06-30

Filed2026-07-27

COWZ

PACER FDS TR

-2.11%

Shares102.9K

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS

493.27%

Shares70.3K

Event2026-06-30

Filed2026-07-27

MASTERCARD INCORPORATED

4.10%

Shares11.7K

Event2026-06-30

Filed2026-07-27

QUAL

ISHARES TR

-0.57%

Shares26.2K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

10.51%

Shares9.6K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

2.38%

Shares14.3K

Event2026-06-30

Filed2026-07-27

FLOT

ISHARES TR

12.17%

Shares97.2K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

10.38%

Shares14.9K

Event2026-06-30

Filed2026-07-27

EFA

ISHARES TR

4.06%

Shares46.0K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC

0.59%

Shares11.2K

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION

1.87%

Shares4.9K

Event2026-06-30

Filed2026-07-27

MDYG

SPDR SERIES TRUST

1.14%

Shares40.9K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

4.69%

Shares18.0K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

3.53%

Shares8.4K

Event2026-06-30

Filed2026-07-27

GOLDMAN SACHS GROUP INC

10.42%

Shares4.0K

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR

-3.99%

Shares18.4K

Event2026-06-30

Filed2026-07-27

MTUM

ISHARES TR

-0.03%

Shares10.2K

Event2026-06-30

Filed2026-07-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.25%

Shares7.2K

Event2026-06-30

Filed2026-07-27

IVOO

VANGUARD ADMIRAL FDS INC

-0.03%

Shares25.3K

Event2026-06-30

Filed2026-07-27

RKLB

ROCKET LAB CORP

16.16%

Shares31.7K

Event2026-06-30

Filed2026-07-27

BSCS

INVESCO EXCH TRD SLF IDX FD

-9.32%

Shares152.9K

Event2026-06-30

Filed2026-07-27

LOW

LOWES COS INC

8.25%

Shares14.1K

Event2026-06-30

Filed2026-07-27

PALANTIR TECHNOLOGIES INC

18.93%

Shares26.1K

Event2026-06-30

Filed2026-07-27

SLYG

SPDR SERIES TRUST

-2.37%

Shares25.2K

Event2026-06-30

Filed2026-07-27

VISA INC

5.40%

Shares8.4K

Event2026-06-30

Filed2026-07-27

CROWDSTRIKE HLDGS INC

51.77%

Shares3.7K

Event2026-06-30

Filed2026-07-27

ITOT

ISHARES TR

-0.30%

Shares15.9K

Event2026-06-30

Filed2026-07-27

ORLY

OREILLY AUTOMOTIVE INC

-2.20%

Shares28.1K

Event2026-06-30

Filed2026-07-27

SOXX

ISHARES TR

-0.16%

Shares3.8K

Event2026-06-30

Filed2026-07-27

BKLN

INVESCO EXCH TRADED FD TR II

0.99%

Shares110.6K

Event2026-06-30

Filed2026-07-27

SOUTHERN CO

13.97%

Shares23.1K

Event2026-06-30

Filed2026-07-27

VRT

VERTIV HOLDINGS CO

13.75%

Shares6.6K

Event2026-06-30

Filed2026-07-27

GEV

GE VERNOVA INC

29.79%

Shares1.8K

Event2026-06-30

Filed2026-07-27

BLK

BLACKROCK INC

21.36%

Shares2.2K

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX F

7.78%

Shares34.3K

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC

10.56%

Shares18.0K

Event2026-06-30

Filed2026-07-27

BSCR

INVESCO EXCH TRD SLF IDX FD

-4.71%

Shares103.5K

Event2026-06-30

Filed2026-07-27

SCHD

SCHWAB STRATEGIC TR

109.22%

Shares63.6K

Event2026-06-30

Filed2026-07-27

VIOG

VANGUARD ADMIRAL FDS INC

-0.20%

Shares13.1K

Event2026-06-30

Filed2026-07-27

XLI

SELECT SECTOR SPDR TR

7.71%

Shares10.7K

Event2026-06-30

Filed2026-07-27

MRVL

MARVELL TECHNOLOGY INC

0.08%

Shares6.6K

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC

22.70%

Shares1.7K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC

14.06%

Shares4.9K

Event2026-06-30

Filed2026-07-27

SHW

SHERWIN WILLIAMS CO

9.31%

Shares5.0K

Event2026-06-30

Filed2026-07-27

TLT

ISHARES TR

-33.96%

Shares19.6K

Event2026-06-30

Filed2026-07-27

INTC

INTEL CORP

0.24%

Shares11.9K

Event2026-06-30

Filed2026-07-27

VEA

VANGUARD TAX-MANAGED FDS

-4.26%

Shares22.7K

Event2026-06-30

Filed2026-07-27

VIOO

VANGUARD ADMIRAL FDS INC

0.29%

Shares11.8K

Event2026-06-30

Filed2026-07-27

IXN

ISHARES TR

-1.76%

Shares11.2K

Event2026-06-30

Filed2026-07-27

MGK

VANGUARD WORLD FD

390.23%

Shares18.2K

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO

42.17%

Shares1.3K

Event2026-06-30

Filed2026-07-27

BSCQ

INVESCO EXCH TRD SLF IDX FD

-4.45%

Shares80.6K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

11.17%

Shares10.7K

Event2026-06-30

Filed2026-07-27

BSCT

INVESCO EXCH TRD SLF IDX FD

-10.21%

Shares82.1K

Event2026-06-30

Filed2026-07-27

DVY

ISHARES TR

-9.08%

Shares9.5K

Event2026-06-30

Filed2026-07-27

CEG

CONSTELLATION ENERGY CORP

15.09%

Shares6.0K

Event2026-06-30

Filed2026-07-27

ORACLE CORP

18.12%

Shares10.0K

Event2026-06-30

Filed2026-07-27

BUFR

FIRST TR EXCHNG TRADED FD VI

-12.04%

Shares38.3K

Event2026-06-30

Filed2026-07-27

XLV

SELECT SECTOR SPDR TR

-0.84%

Shares8.6K

Event2026-06-30

Filed2026-07-27

APPLIED MATLS INC

37.67%

Shares1.9K

Event2026-06-30

Filed2026-07-27

USIG

ISHARES TR

-3.12%

Shares26.3K

Event2026-06-30

Filed2026-07-27

LHX

L3HARRIS TECHNOLOGIES INC

5.69%

Shares4.6K

Event2026-06-30

Filed2026-07-27

EFAV

ISHARES TR

1.20%

Shares15.1K

Event2026-06-30

Filed2026-07-27

XLF

SELECT SECTOR SPDR TR

1.23%

Shares24.4K

Event2026-06-30

Filed2026-07-27

EXXON MOBIL CORP

13.81%

Shares9.4K

Event2026-06-30

Filed2026-07-27

FTNT

FORTINET INC

-3.67%

Shares8.2K

Event2026-06-30

Filed2026-07-27

XMLV

INVESCO EXCH TRADED FD TR II

-0.62%

Shares18.9K

Event2026-06-30

Filed2026-07-27

AXP

AMERICAN EXPRESS CO

97.77%

Shares3.6K

Event2026-06-30

Filed2026-07-27

VGT

VANGUARD WORLD FD

704.81%

Shares10.2K

Event2026-06-30

Filed2026-07-27

RZG

INVESCO EXCHANGE TRADED FD T

-2.81%

Shares16.6K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

-21.78%

Shares3.3K

Event2026-06-30

Filed2026-07-27

IBM

INTERNATIONAL BUSINESS MACHS

4.11%

Shares4.3K

Event2026-06-30

Filed2026-07-27

ETN

EATON CORP PLC

-4.10%

Shares2.7K

Event2026-06-30

Filed2026-07-27

ANET

ARISTA NETWORKS INC

45.98%

Shares6.6K

Event2026-06-30

Filed2026-07-27

DATADOG INC

55.66%

Shares4.3K

Event2026-06-30

Filed2026-07-27

PANW

PALO ALTO NETWORKS INC

11.04%

Shares3.2K

Event2026-06-30

Filed2026-07-27

LECO

LINCOLN ELEC HLDGS INC

0.32%

Shares4.1K

Event2026-06-30

Filed2026-07-27

OUSA

ALPS ETF TR

-1.51%

Shares18.7K

Event2026-06-30

Filed2026-07-27

UNITEDHEALTH GROUP INC

5.78%

Shares2.6K

Event2026-06-30

Filed2026-07-27

VOT

VANGUARD INDEX FDS

2.79%

Shares3.4K

Event2026-06-30

Filed2026-07-27

SHOP

SHOPIFY INC

2.60%

Shares9.1K

Event2026-06-30

Filed2026-07-27

GE AEROSPACE

8.71%

Shares2.7K

Event2026-06-30

Filed2026-07-27

RFG

INVESCO EXCHANGE TRADED FD T

-2.10%

Shares15.3K

Event2026-06-30

Filed2026-07-27

BSCU

INVESCO EXCH TRD SLF IDX FD

-9.49%

Shares56.0K

Event2026-06-30

Filed2026-07-27

QBTS

D-WAVE QUANTUM INC

4.36%

Shares38.8K

Event2026-06-30

Filed2026-07-27

RTX CORPORATION

28.95%

Shares4.8K

Event2026-06-30

Filed2026-07-27

KNG

FIRST TR EXCHANGE-TRADED FD

-6.30%

Shares18.1K

Event2026-06-30

Filed2026-07-27

NOC

NORTHROP GRUMMAN CORP

18.78%

Shares1.7K

Event2026-06-30

Filed2026-07-27

BLACKSTONE INC

-4.48%

Shares7.5K

Event2026-06-30

Filed2026-07-27

ISHARES TR

-8.32%

Shares9.0K

Event2026-06-30

Filed2026-07-27

IVE

ISHARES TR

9.07%

Shares3.8K

Event2026-06-30

Filed2026-07-27

DEERE & CO

26.17%

Shares1.3K

Event2026-06-30

Filed2026-07-27

RGTI

RIGETTI COMPUTING INC

6.40%

Shares43.2K

Event2026-06-30

Filed2026-07-27

LMT

LOCKHEED MARTIN CORP

38.20%

Shares1.6K

Event2026-06-30

Filed2026-07-27

IVOG

VANGUARD ADMIRAL FDS INC

-0.62%

Shares5.4K

Event2026-06-30

Filed2026-07-27

WTW

WILLIS TOWERS WATSON PLC LTD

-6.17%

Shares3.0K

Event2026-06-30

Filed2026-07-27

J P MORGAN EXCHANGE TRADED F

0.46%

Shares12.6K

Event2026-06-30

Filed2026-07-27

CISCO SYS INC

-0.68%

Shares6.4K

Event2026-06-30

Filed2026-07-27

ABBVIE INC

3.93%

Shares2.9K

Event2026-06-30

Filed2026-07-27

AMGN

AMGEN INC

25.16%

Shares1.9K

Event2026-06-30

Filed2026-07-27

PNC

PNC FINL SVCS GROUP INC

2.26%

Shares2.8K

Event2026-06-30

Filed2026-07-27

CRM

SALESFORCE INC

5.08%

Shares4.4K

Event2026-06-30

Filed2026-07-27

ASML

ASML HLDG NV

3.60%

Shares345

Event2026-06-30

Filed2026-07-27

IWF

ISHARES TR

300.15%

Shares5.4K

Event2026-06-30

Filed2026-07-27

XAR

SPDR SERIES TRUST

-1.84%

Shares2.3K

Event2026-06-30

Filed2026-07-27

IQV

IQVIA HLDGS INC

-2.16%

Shares3.4K

Event2026-06-30

Filed2026-07-27

WASTE MGMT INC DEL

4.69%

Shares2.9K

Event2026-06-30

Filed2026-07-27

TJUL

INNOVATOR ETFS TRUST

0.00%

Shares21.4K

Event2026-06-30

Filed2026-07-27

ACWV

ISHARES INC

0.90%

Shares5.2K

Event2026-06-30

Filed2026-07-27

BKNG

BOOKING HOLDINGS INC

2248.63%

Shares3.4K

Event2026-06-30

Filed2026-07-27

IEMG

ISHARES INC

-4.98%

Shares7.2K

Event2026-06-30

Filed2026-07-27

SUSB

ISHARES TR

-4.82%

Shares23.8K

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR

-5.91%

Shares1.6K

Event2026-06-30

Filed2026-07-27

KEY

KEYCORP

4.96%

Shares24.9K

Event2026-06-30

Filed2026-07-27

BAC

BANK OF AMER CORP

39.54%

Shares10.1K

Event2026-06-30

Filed2026-07-27

MRK

MERCK & CO INC

67.36%

Shares4.4K

Event2026-06-30

Filed2026-07-27

LTBR

LIGHTBRIDGE CORP

-6.74%

Shares63.8K

Event2026-06-30

Filed2026-07-27

OMF

ONEMAIN HLDGS INC

18.06%

Shares9.1K

Event2026-06-30

Filed2026-07-27

JMST

J P MORGAN EXCHANGE TRADED F

New

Shares10.5K

Event2026-06-30

Filed2026-07-27

CIBR

FIRST TR EXCHANGE-TRADED FD

0.09%

Shares5.9K

Event2026-06-30

Filed2026-07-27

SIXG

ETF SER SOLUTIONS

0.13%

Shares5.5K

Event2026-06-30

Filed2026-07-27

RDVY

FIRST TR EXCHANGE TRADED FD

102.55%

Shares6.4K

Event2026-06-30

Filed2026-07-27

IBIT

ISHARES BITCOIN TRUST ETF

-6.30%

Shares15.0K

Event2026-06-30

Filed2026-07-27

IONQ INC

9.24%

Shares9.4K

Event2026-06-30

Filed2026-07-27

PHILIP MORRIS INTL INC

0.99%

Shares2.8K

Event2026-06-30

Filed2026-07-27

HOOD

ROBINHOOD MKTS INC

35.56%

Shares4.9K

Event2026-06-30

Filed2026-07-27

BOEING CO

0.59%

Shares2.2K

Event2026-06-30

Filed2026-07-27

COR

CENCORA INC

0.24%

Shares1.7K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

320.40%

Shares5.9K

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD SPECIALIZED FUNDS

0.30%

Shares2.0K

Event2026-06-30

Filed2026-07-27

SERVICENOW INC

New

Shares4.7K

Event2026-06-30

Filed2026-07-27

WELL

WELLTOWER INC

0.64%

Shares2.0K

Event2026-06-30

Filed2026-07-27

INDA

ISHARES TR

1.44%

Shares9.3K

Event2026-06-30

Filed2026-07-27

MDYV

SPDR SERIES TRUST

0.45%

Shares4.7K

Event2026-06-30

Filed2026-07-27

COCA COLA CO

-1.40%

Shares5.5K

Event2026-06-30

Filed2026-07-27

BINC

BLACKROCK ETF TRUST II

New

Shares8.5K

Event2026-06-30

Filed2026-07-27

NEXTERA ENERGY INC

16.47%

Shares5.0K

Event2026-06-30

Filed2026-07-27

SLYV

SPDR SERIES TRUST

0.48%

Shares4.0K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

0.84%

Shares1.4K

Event2026-06-30

Filed2026-07-27

TMUS

T-MOBILE US INC

22.92%

Shares2.5K

Event2026-06-30

Filed2026-07-27

ELV

ELEVANCE HEALTH INC FORMERLY

-2.86%

Shares1.1K

Event2026-06-30

Filed2026-07-27

MORGAN STANLEY

5.11%

Shares2.0K

Event2026-06-30

Filed2026-07-27

TDG

TRANSDIGM GROUP INC

-2.54%

Shares307

Event2026-06-30

Filed2026-07-27

USMV

ISHARES TR

-6.41%

Shares4.2K

Event2026-06-30

Filed2026-07-27

FTLS

FIRST TR EXCH TRADED FD III

0.28%

Shares5.4K

Event2026-06-30

Filed2026-07-27

SHYG

ISHARES TR

-10.70%

Shares9.3K

Event2026-06-30

Filed2026-07-27

CITIGROUP INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-27

IGRO

ISHARES TR

New

Shares4.4K

Event2026-06-30

Filed2026-07-27

QCOM

QUALCOMM INC

-7.07%

Shares2.1K

Event2026-06-30

Filed2026-07-27

DUK

DUKE ENERGY CORP NEW

84.36%

Shares3.0K

Event2026-06-30

Filed2026-07-27

SPYD

SPDR SERIES TRUST

2.46%

Shares7.9K

Event2026-06-30

Filed2026-07-27

HYBL

SSGA ACTIVE TR

-7.87%

Shares13.3K

Event2026-06-30

Filed2026-07-27

VTC

VANGUARD SCOTTSDALE FDS

1.23%

Shares4.8K

Event2026-06-30

Filed2026-07-27

CMG

CHIPOTLE MEXICAN GRILL INC

-16.38%

Shares10.9K

Event2026-06-30

Filed2026-07-27

XLY

SELECT SECTOR SPDR TR

-9.00%

Shares3.2K

Event2026-06-30

Filed2026-07-27

GENERAL DYNAMICS CORP

-5.25%

Shares1.0K

Event2026-06-30

Filed2026-07-27

IAU

ISHARES GOLD TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-27

TAFI

AB ACTIVE ETFS INC

New

Shares14.5K

Event2026-06-30

Filed2026-07-27

XLE

SELECT SECTOR SPDR TR

-2.85%

Shares6.7K

Event2026-06-30

Filed2026-07-27

TXN

TEXAS INSTRS INC

0.51%

Shares1.2K

Event2026-06-30

Filed2026-07-27

GLW

CORNING INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

CMI

CUMMINS INC

2.73%

Shares489

Event2026-06-30

Filed2026-07-27

IEI

ISHARES TR

0.91%

Shares2.9K

Event2026-06-30

Filed2026-07-27

QUANTA SVCS INC

8.53%

Shares471

Event2026-06-30

Filed2026-07-27

UPS

UNITED PARCEL SVCS INC

-0.54%

Shares3.1K

Event2026-06-30

Filed2026-07-27

NETFLIX INC.

9.41%

Shares4.7K

Event2026-06-30

Filed2026-07-27

BUFD

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION

29.16%

Shares2.0K

Event2026-06-30

Filed2026-07-27

BSCV

INVESCO EXCH TRD SLF IDX FD

-0.16%

Shares19.7K

Event2026-06-30

Filed2026-07-27

IPO

RENAISSANCE CAP GREENWICH FD

0.06%

Shares5.4K

Event2026-06-30

Filed2026-07-27

LIN

LINDE PLC

0.66%

Shares611

Event2026-06-30

Filed2026-07-27

PEP

PEPSICO INC

7.82%

Shares2.2K

Event2026-06-30

Filed2026-07-27

MMC

MARSH & MCLENNAN COS INC

0.52%

Shares1.7K

Event2026-06-30

Filed2026-07-27

PPA

INVESCO EXCHANGE TRADED FD T

-5.43%

Shares1.6K

Event2026-06-30

Filed2026-07-27

DOLLAR GEN CORP

0.41%

Shares2.4K

Event2026-06-30

Filed2026-07-27

IWD

ISHARES TR

0.36%

Shares1.1K

Event2026-06-30

Filed2026-07-27

IWB

ISHARES TR

0.15%

Shares660

Event2026-06-30

Filed2026-07-27

SCHW

SCHWAB CHARLES CORP

New

Shares2.9K

Event2026-06-30

Filed2026-07-27

BLV

VANGUARD BD INDEX FDS

-40.34%

Shares3.8K

Event2026-06-30

Filed2026-07-27

MCK

MCKESSON CORP

5.17%

Shares346

Event2026-06-30

Filed2026-07-27

HWM

HOWMET AEROSPACE INC

New

Shares973

Event2026-06-30

Filed2026-07-27

ADI

ANALOG DEVICES INC

0.15%

Shares648

Event2026-06-30

Filed2026-07-27

POCT

INNOVATOR ETFS TRUST

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-27

VCIT

VANGUARD SCOTTSDALE FDS

-8.51%

Shares3.1K

Event2026-06-30

Filed2026-07-27

IWR

ISHARES TR

0.27%

Shares2.3K

Event2026-06-30

Filed2026-07-27

DOMINION ENERGY INC

3.03%

Shares3.6K

Event2026-06-30

Filed2026-07-27

XLP

SELECT SECTOR SPDR TR

-1.22%

Shares3.0K

Event2026-06-30

Filed2026-07-27

GILD

GILEAD SCIENCES INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-27

AXON

AXON ENTERPRISE INC

New

Shares430

Event2026-06-30

Filed2026-07-27

BROS

DUTCH BROS INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-27

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares619

Event2026-06-30

Filed2026-07-27

ENB

ENBRIDGE INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-27

IWV

ISHARES TR

New

Shares539

Event2026-06-30

Filed2026-07-27

TMO

THERMO FISHER SCIENTIFIC INC

0.90%

Shares449

Event2026-06-30

Filed2026-07-27

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-27

ABT

ABBOTT LABORATORIES

0.41%

Shares2.5K

Event2026-06-30

Filed2026-07-27

CALF

PACER FDS TR

-38.65%

Shares4.3K

Event2026-06-30

Filed2026-07-27

TJX

TJX COS INC NEW

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

PFE

PFIZER INC

3.74%

Shares8.9K

Event2026-06-30

Filed2026-07-27

SBUX

STARBUCKS CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-27

VNQ

VANGUARD INDEX FDS

New

Shares2.2K

Event2026-06-30

Filed2026-07-27

IFRA

ISHARES TR

New

Shares3.4K

Event2026-06-30

Filed2026-07-27

VERIZON COMMUNICATIONS INC

New

Shares5.0K

Event2026-06-30

Filed2026-07-27

KBE

SPDR SERIES TRUST

New

Shares3.1K

Event2026-06-30

Filed2026-07-27

VFH

VANGUARD WORLD FD

New

Shares1.6K

Event2026-06-30

Filed2026-07-27

VONG

VANGUARD SCOTTSDALE FDS

New

Shares1.6K

Event2026-06-30

Filed2026-07-27

RSP

INVESCO EXCHANGE TRADED FD T

New

Shares958

Event2026-06-30

Filed2026-07-27

FLEX

FLEX LTD

New

Shares1.3K

Event2026-06-30

Filed2026-07-27

VLUE

ISHARES TR

New

Shares1.0K

Event2026-06-30

Filed2026-07-27

AON

AON PLC

New

Shares609

Event2026-06-30

Filed2026-07-27

EEM

ISHARES TR

New

Shares2.9K

Event2026-06-30

Filed2026-07-27

OWL

BLUE OWL CAPITAL INC

-19.62%

Shares19.8K

Event2026-06-30

Filed2026-07-27

JPC

NUVEEN PFD & INCOME OPPORTUN

0.82%

Shares13.3K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available