Sponsored

The Analysis of TriaGen Wealth Management LLC's Holdings & P&L

Currently, TriaGen Wealth Management LLC holds 182 types of securities in its portfolio with a total value $398.6M. In the most recent quarter, they have increased their positions in VO (+163.2K shares, valued at $13.2M), TQQQ (+89.6K shares, valued at $7.3M), NBIX (+15.8K shares, valued at $2.7M); decreased their positions in FLOT (-324.3K shares, valued at $16.6M), MRVL (-20.4K shares, valued at $6.1M), AAPL (-15.0K shares, valued at $4.3M); initiated new positions in TQQQ (+89.6K shares, valued at $7.3M), NBIX (+15.8K shares, valued at $2.7M), QTEC (+7.6K shares, valued at $2.6M).

1M P&L

-5.1M-1.46%

3M P&L

+528.5K+0.15%

HY P&L

-4.3M-1.23%

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/A208.6M

58.2%

2Consumer Electronics29.9M

8.4%

3Semiconductors20.5M

5.7%

Top Industries by Stock Count

1N/A55 stocks

34.6%

2Semiconductors8 stocks

5.0%

3Aerospace & Defense5 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC103.5K shares-12.65%2026-06-302026-07-21

DIVI FRANKLIN TEMPLETON ETF TR610.3K shares3.41%2026-06-302026-07-21

FLOT ISHARES TR358.0K shares-47.53%2026-06-302026-07-21

VO VANGUARD INDEX FDS216.9K shares304.23%2026-06-302026-07-21

EYLD CAMBRIA ETF TR291.9K shares1.69%2026-06-302026-07-21

MGC VANGUARD WORLD FD48.1K shares0.02%2026-06-302026-07-21

DGRO ISHARES TR172.9K shares2.89%2026-06-302026-07-21

SCHG SCHWAB STRATEGIC TR377.7K shares-0.01%2026-06-302026-07-21

Sponsored

VB VANGUARD INDEX FDS37.4K shares0.73%2026-06-302026-07-21

NVDA NVIDIA CORPORATION49.6K shares23.42%2026-06-302026-07-21

TQQQ PROSHARES TR89.6K sharesnew addition2026-06-302026-07-21

IAU ISHARES GOLD TR89.2K shares1.27%2026-06-302026-07-21

VBR VANGUARD INDEX FDS21.0K shares0.81%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO15.1K shares86.95%2026-06-302026-07-21

BIL SPDR SERIES TRUST48.7K shares36.40%2026-06-302026-07-21

VISA INC VISA INC12.7K shares111.81%2026-06-302026-07-21

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION3.9K shares-35.23%2026-06-302026-07-21

VCSH VANGUARD SCOTTSDALE FDS46.3K shares-0.02%2026-06-302026-07-21

DFCA DIMENSIONAL ETF TRUST71.2K shares7.69%2026-06-302026-07-21

CVX CHEVRON CORPORATION21.4K shares-0.08%2026-06-302026-07-21

VANGUARD INDEX FDS VANGUARD INDEX FDS9.4K shares-0.27%2026-06-302026-07-21

LUMENTUM HLDGS INC LUMENTUM HLDGS INC4.0K shares-0.72%2026-06-302026-07-21

DIS DISNEY WALT CO34.9K shares4.27%2026-06-302026-07-21

CTA SIMPLIFY EXCHANGE TRADED FUN127.0K shares7.33%2026-06-302026-07-21

Sponsored

MU MICRON TECHNOLOGY INC2.8K shares-54.09%2026-06-302026-07-21

ABBVIE INC ABBVIE INC12.5K shares300.58%2026-06-302026-07-21

IUSG ISHARES TR16.5K shares-2.42%2026-06-302026-07-21

MASTERCARD INCORPORATED MASTERCARD INCORPORATED5.6K shares-0.16%2026-06-302026-07-21

EA ELECTRONIC ARTS INC13.5K shares-0.10%2026-06-302026-07-21

VMBS VANGUARD SCOTTSDALE FDS58.7K shares0.12%2026-06-302026-07-21

WDC WESTERN DIGITAL CORP4.2K shares-24.52%2026-06-302026-07-21

NBIX NEUROCRINE BIOSCIENCES INC15.8K sharesnew addition2026-06-302026-07-21

Sponsored

FBT FIRST TR EXCHANGE-TRADED FD10.4K shares75.66%2026-06-302026-07-21

STLD STEEL DYNAMICS INC11.3K shares-0.23%2026-06-302026-07-21

MS MORGAN STANLEY12.3K shares133.28%2026-06-302026-07-21

FTXR FIRST TR EXCHANGE TRADED FD56.3K shares84.24%2026-06-302026-07-21

QTEC FIRST TR EXCHANGE-TRADED FD7.6K sharesnew addition2026-06-302026-07-21

ESGD ISHARES TR24.5K shares-0.67%2026-06-302026-07-21

VTRS VIATRIS INC158.2K sharesnew addition2026-06-302026-07-21

FXL FIRST TR EXCHANGE-TRADED FD11.4K sharesnew addition2026-06-302026-07-21

Sponsored

VCIT VANGUARD SCOTTSDALE FDS29.5K shares-0.41%2026-06-302026-07-21

INTC INTEL CORP17.3K shares159.40%2026-06-302026-07-21

ABNB AIRBNB INC16.8K shares-1.55%2026-06-302026-07-21

FITB FIFTH THIRD BANCORP42.4K sharesnew addition2026-06-302026-07-21

XEL XCEL ENERGY INC29.4K shares-0.23%2026-06-302026-07-21

NEXTERA ENERGY INC NEXTERA ENERGY INC26.5K shares-3.88%2026-06-302026-07-21

EW EDWARDS LIFESCIENCES CORP25.7K shares-48.95%2026-06-302026-07-21

TT TRANE TECHNOLOGIES PLC4.6K sharesnew addition2026-06-302026-07-21

Sponsored

MET METLIFE INC26.7K sharesnew addition2026-06-302026-07-21

FTXL FIRST TR EXCHANGE TRADED FD7.9K shares0.34%2026-06-302026-07-21

MSFT MICROSOFT CORP5.8K shares-4.53%2026-06-302026-07-21

CISCO SYS INC CISCO SYS INC17.8K shares211.67%2026-06-302026-07-21

DGX QUEST DIAGNOSTICS INC9.7K shares-1.30%2026-06-302026-07-21

USRT ISHARES TR29.5K shares5.75%2026-06-302026-07-21

AMZN AMAZON COM INC8.2K shares-10.87%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL3.8K shares8.18%2026-06-302026-07-21

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI4.3K shares-26.46%2026-06-302026-07-21

GOOGL ALPHABET INC5.0K shares-2.59%2026-06-302026-07-21

IUSV ISHARES TR16.3K shares-0.51%2026-06-302026-07-21

SHY ISHARES TR21.6K shares-0.59%2026-06-302026-07-21

GOOG ALPHABET INC5.0K shares2.09%2026-06-302026-07-21

TSLA TESLA INC4.1K shares0.00%2026-06-302026-07-21

JPIB J P MORGAN EXCHANGE TRADED F34.4K shares-0.76%2026-06-302026-07-21

WAL WESTERN ALLIANCE BANCORP20.0K sharesnew addition2026-06-302026-07-21

Sponsored

CALI BLACKROCK ETF TRUST II31.0K shares35.17%2026-06-302026-07-21

CVE CENOVUS ENERGY INC62.5K sharesnew addition2026-06-302026-07-21

NUE NUCOR CORP6.9K sharesnew addition2026-06-302026-07-21

SHYG ISHARES TR34.9K shares-0.75%2026-06-302026-07-21

ALGM ALLEGRO MICROSYSTEMS INC21.2K sharesnew addition2026-06-302026-07-21

IBKR INTERACTIVE BROKERS GROUP IN16.5K sharesnew addition2026-06-302026-07-21

T AT&T INC68.7K shares2.90%2026-06-302026-07-21

KGC KINROSS GOLD CORP59.6K sharesnew addition2026-06-302026-07-21

Sponsored

ROST ROSS STORES INC6.6K sharesnew addition2026-06-302026-07-21

SATS ECHOSTAR CORP13.7K sharesnew addition2026-06-302026-07-21

EXXON MOBIL CORP EXXON MOBIL CORP10.1K shares0.04%2026-06-302026-07-21

ALB ALBEMARLE CORP9.6K shares630.62%2026-06-302026-07-21

JPST J P MORGAN EXCHANGE TRADED F24.0K shares-11.42%2026-06-302026-07-21

WOLF WOLFSPEED INC25.1K sharesnew addition2026-06-302026-07-21

AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC10.2K sharesnew addition2026-06-302026-07-21

HUM HUMANA INC3.0K sharesnew addition2026-06-302026-07-21

Sponsored

VSCO VICTORIAS SECRET AND CO14.4K sharesnew addition2026-06-302026-07-21

MRVL MARVELL TECHNOLOGY INC4.0K shares-83.49%2026-06-302026-07-21

SHW SHERWIN WILLIAMS CO3.4K shares0.00%2026-06-302026-07-21

VTEB VANGUARD MUN BD FDS23.1K shares0.00%2026-06-302026-07-21

VUSB VANGUARD BD INDEX FDS23.0K shares-3.58%2026-06-302026-07-21

IEF ISHARES TR12.1K shares0.01%2026-06-302026-07-21

RTX CORPORATION RTX CORPORATION6.0K shares0.00%2026-06-302026-07-21

AMERICAN AIRLINES GROUP INC AMERICAN AIRLINES GROUP INC63.1K sharesnew addition2026-06-302026-07-21

Sponsored

BROADCOM INC BROADCOM INC3.0K shares-7.51%2026-06-302026-07-21

CELH CELSIUS HLDGS INC38.1K shares-6.39%2026-06-302026-07-21

NKE NIKE INC26.9K shares2.29%2026-06-302026-07-21

CNC CENTENE CORP DEL16.8K sharesnew addition2026-06-302026-07-21

JNJ JOHNSON & JOHNSON4.1K shares0.00%2026-06-302026-07-21

MOH MOLINA HEALTHCARE INC4.6K sharesnew addition2026-06-302026-07-21

VEA VANGUARD TAX-MANAGED FDS14.4K shares0.00%2026-06-302026-07-21

WBD WARNER BROS DISCOVERY INC36.8K shares0.22%2026-06-302026-07-21

Sponsored

MKC MCCORMICK & CO INC18.8K shares-1.05%2026-06-302026-07-21

10X GENOMICS INC 10X GENOMICS INC24.0K shares1.08%2026-06-302026-07-21

IRDM IRIDIUM COMMUNICATIONS INC16.8K sharesnew addition2026-06-302026-07-21

FALN ISHARES TR33.7K shares-0.65%2026-06-302026-07-21

SUB ISHARES TR8.5K shares0.00%2026-06-302026-07-21

HOOD ROBINHOOD MKTS INC9.0K sharesnew addition2026-06-302026-07-21

SLQT SELECTQUOTE INC1.1M shares0.00%2026-06-302026-07-21

CC CHEMOURS CO42.1K shares-0.29%2026-06-302026-07-21

Sponsored

SSRM SSR MINING IN30.4K shares0.96%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.1K shares-8.14%2026-06-302026-07-21

HD HOME DEPOT INC2.3K shares0.00%2026-06-302026-07-21

PG PROCTER & GAMBLE CO5.5K shares0.00%2026-06-302026-07-21

GE GE AEROSPACE2.1K shares-1.83%2026-06-302026-07-21

NUSC NUSHARES ETF TR14.4K shares-0.17%2026-06-302026-07-21

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-21

SUSA ISHARES TR4.7K shares-2.61%2026-06-302026-07-21

Sponsored

ED CONSOLIDATED EDISON INC5.8K shares1.85%2026-06-302026-07-21

ESGE ISHARES INC11.7K shares-0.53%2026-06-302026-07-21

IBM INTERNATIONAL BUSINESS MACHS2.2K shares0.00%2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC1.1K shares8.74%2026-06-302026-07-21

LNG CHENIERE ENERGY INC2.6K shares0.61%2026-06-302026-07-21

FVD FIRST TR EXCHANGE-TRADED FD12.5K shares0.00%2026-06-302026-07-21

GEV GE VERNOVA INC502 shares-1.57%2026-06-302026-07-21

VUG VANGUARD INDEX FDS6.7K shares500.00%2026-06-302026-07-21

Sponsored

VSAT VIASAT INC6.1K shares1.67%2026-06-302026-07-21

RVTY REVVITY INC4.8K shares0.00%2026-06-302026-07-21

COF CAPITAL ONE FINL CORP2.6K shares-0.43%2026-06-302026-07-21

CSX CSX CORP10.8K shares0.00%2026-06-302026-07-21

VWO VANGUARD INTL EQUITY INDEX F8.6K shares0.00%2026-06-302026-07-21

ENPH ENPHASE ENERGY INC10.0K shares-20.34%2026-06-302026-07-21

ORACLE CORP ORACLE CORP3.4K shares0.00%2026-06-302026-07-21

ALL ALLSTATE CORP2.0K shares0.90%2026-06-302026-07-21

Sponsored

VGT VANGUARD WORLD FD3.9K shares700.00%2026-06-302026-07-21

EMLC VANECK ETF TRUST18.0K shares0.03%2026-06-302026-07-21

APPLIED MATLS INC APPLIED MATLS INC627 shares-12.92%2026-06-302026-07-21

TJX TJX COS INC NEW3.0K shares0.07%2026-06-302026-07-21

AFL AFLAC INC3.8K shares1.23%2026-06-302026-07-21

MCD MCDONALDS CORP1.6K shares-79.32%2026-06-302026-07-21

ETN EATON CORP PLC1.0K shares0.00%2026-06-302026-07-21

AZO AUTOZONE INC134 shares1.52%2026-06-302026-07-21

Sponsored

VZ VERIZON COMMUNICATIONS INC10.0K shares3.45%2026-06-302026-07-21

MDY STATE STR SPDR S&P MIDCAP 40600 shares0.00%2026-06-302026-07-21

SBUX STARBUCKS CORP4.1K shares0.00%2026-06-302026-07-21

QQQ INVESCO QQQ TR553 shares-71.54%2026-06-302026-07-21

JBL JABIL INC1.0K shares1.37%2026-06-302026-07-21

BA BOEING CO1.8K shares0.00%2026-06-302026-07-21

WMT WALMART INC3.5K shares0.00%2026-06-302026-07-21

MRK MERCK & CO INC3.0K shares0.00%2026-06-302026-07-21

Sponsored

ISHARES TR ISHARES TR515 shares0.00%2026-06-302026-07-21

REGL PROSHARES TR4.2K shares0.00%2026-06-302026-07-21

PM PHILIP MORRIS INTL INC2.1K shares1.45%2026-06-302026-07-21

BAC BANK OF AMER CORP6.5K shares0.00%2026-06-302026-07-21

TSM TAIWAN SEMICONDUCTOR MANUFAC767 shares-4.84%2026-06-302026-07-21

AMT AMERICAN TOWER CORP2.1K shares4.75%2026-06-302026-07-21

SCHW SCHWAB CHARLES CORP3.7K shares0.00%2026-06-302026-07-21

NWL NEWELL BRANDS INC53.2K sharesnew addition2026-06-302026-07-21

Sponsored

DIVO AMPLIFY ETF TR6.8K shares0.00%2026-06-302026-07-21

EDV VANGUARD WORLD FD4.7K shares-0.02%2026-06-302026-07-21

AME AMETEK INC1.3K shares0.00%2026-06-302026-07-21

LLY ELI LILLY & CO244 sharesnew addition2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC505 shares-1.17%2026-06-302026-07-21

CEG CONSTELLATION ENERGY CORP1.1K shares0.00%2026-06-302026-07-21

NOC NORTHROP GRUMMAN CORP539 shares-1.82%2026-06-302026-07-21

KO COCA COLA CO3.4K shares0.15%2026-06-302026-07-21

Sponsored

UBER UBER TECHNOLOGIES INC3.7K shares30.87%2026-06-302026-07-21

EMHY ISHARES INC6.6K shares-0.68%2026-06-302026-07-21

PNW PINNACLE WEST CAP CORP2.5K shares0.00%2026-06-302026-07-21

AMGN AMGEN INC705 shares0.00%2026-06-302026-07-21

AXON AXON ENTERPRISE INC449 sharesnew addition2026-06-302026-07-21

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC598 sharesnew addition2026-06-302026-07-21

EMR EMERSON ELEC CO1.7K shares0.00%2026-06-302026-07-21

ETR ENTERGY CORP NEW2.1K shares0.00%2026-06-302026-07-21

Sponsored

CASY CASEYS GEN STORES INC291 shares5.82%2026-06-302026-07-21

FCAL FIRST TR EXCH TRADED FD III4.6K shares-11.79%2026-06-302026-07-21

LMT LOCKHEED MARTIN CORP430 shares0.00%2026-06-302026-07-21

CAT CATERPILLAR INC200 sharesnew addition2026-06-302026-07-21

WELL WELLTOWER INC925 sharesnew addition2026-06-302026-07-21

UNP UNION PAC CORP759 shares-33.07%2026-06-302026-07-21

MRNA MODERNA INC2.9K sharesnew addition2026-06-302026-07-21

CLF CLEVELAND-CLIFFS INC NEW21.7K sharesnew addition2026-06-302026-07-21

Sponsored

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC616 sharesnew addition2026-06-302026-07-21

3M CO 3M CO1.3K sharesnew addition2026-06-302026-07-21

MUJ BLACKROCK MUNIHLDGS NJ QLTY10.0K shares0.00%2026-06-302026-07-21

VCV INVESCO CALIF VALUE MUN INCO10.3K shares0.00%2026-06-302026-07-21

PLUG PLUG PWR INC22.6K sharesnew addition2026-06-302026-07-21

RXRX RECURSION PHARMACEUTICALS IN14.4K sharesnew addition2026-06-302026-07-21

AAPL

APPLE INC

-12.65%

Shares103.5K

Event2026-06-30

Filed2026-07-21

DIVI

FRANKLIN TEMPLETON ETF TR

3.41%

Shares610.3K

Event2026-06-30

Filed2026-07-21

FLOT

ISHARES TR

-47.53%

Shares358.0K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

304.23%

Shares216.9K

Event2026-06-30

Filed2026-07-21

EYLD

CAMBRIA ETF TR

1.69%

Shares291.9K

Event2026-06-30

Filed2026-07-21

MGC

VANGUARD WORLD FD

0.02%

Shares48.1K

Event2026-06-30

Filed2026-07-21

DGRO

ISHARES TR

2.89%

Shares172.9K

Event2026-06-30

Filed2026-07-21

SCHG

SCHWAB STRATEGIC TR

-0.01%

Shares377.7K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

0.73%

Shares37.4K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

23.42%

Shares49.6K

Event2026-06-30

Filed2026-07-21

TQQQ

PROSHARES TR

New

Shares89.6K

Event2026-06-30

Filed2026-07-21

IAU

ISHARES GOLD TR

1.27%

Shares89.2K

Event2026-06-30

Filed2026-07-21

VBR

VANGUARD INDEX FDS

0.81%

Shares21.0K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

86.95%

Shares15.1K

Event2026-06-30

Filed2026-07-21

BIL

SPDR SERIES TRUST

36.40%

Shares48.7K

Event2026-06-30

Filed2026-07-21

VISA INC

111.81%

Shares12.7K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION

-35.23%

Shares3.9K

Event2026-06-30

Filed2026-07-21

VCSH

VANGUARD SCOTTSDALE FDS

-0.02%

Shares46.3K

Event2026-06-30

Filed2026-07-21

DFCA

DIMENSIONAL ETF TRUST

7.69%

Shares71.2K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

-0.08%

Shares21.4K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

-0.27%

Shares9.4K

Event2026-06-30

Filed2026-07-21

LUMENTUM HLDGS INC

-0.72%

Shares4.0K

Event2026-06-30

Filed2026-07-21

DIS

DISNEY WALT CO

4.27%

Shares34.9K

Event2026-06-30

Filed2026-07-21

CTA

SIMPLIFY EXCHANGE TRADED FUN

7.33%

Shares127.0K

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

-54.09%

Shares2.8K

Event2026-06-30

Filed2026-07-21

ABBVIE INC

300.58%

Shares12.5K

Event2026-06-30

Filed2026-07-21

IUSG

ISHARES TR

-2.42%

Shares16.5K

Event2026-06-30

Filed2026-07-21

MASTERCARD INCORPORATED

-0.16%

Shares5.6K

Event2026-06-30

Filed2026-07-21

ELECTRONIC ARTS INC

-0.10%

Shares13.5K

Event2026-06-30

Filed2026-07-21

VMBS

VANGUARD SCOTTSDALE FDS

0.12%

Shares58.7K

Event2026-06-30

Filed2026-07-21

WDC

WESTERN DIGITAL CORP

-24.52%

Shares4.2K

Event2026-06-30

Filed2026-07-21

NBIX

NEUROCRINE BIOSCIENCES INC

New

Shares15.8K

Event2026-06-30

Filed2026-07-21

FBT

FIRST TR EXCHANGE-TRADED FD

75.66%

Shares10.4K

Event2026-06-30

Filed2026-07-21

STLD

STEEL DYNAMICS INC

-0.23%

Shares11.3K

Event2026-06-30

Filed2026-07-21

MORGAN STANLEY

133.28%

Shares12.3K

Event2026-06-30

Filed2026-07-21

FTXR

FIRST TR EXCHANGE TRADED FD

84.24%

Shares56.3K

Event2026-06-30

Filed2026-07-21

QTEC

FIRST TR EXCHANGE-TRADED FD

New

Shares7.6K

Event2026-06-30

Filed2026-07-21

ESGD

ISHARES TR

-0.67%

Shares24.5K

Event2026-06-30

Filed2026-07-21

VTRS

VIATRIS INC

New

Shares158.2K

Event2026-06-30

Filed2026-07-21

FXL

FIRST TR EXCHANGE-TRADED FD

New

Shares11.4K

Event2026-06-30

Filed2026-07-21

VCIT

VANGUARD SCOTTSDALE FDS

-0.41%

Shares29.5K

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

159.40%

Shares17.3K

Event2026-06-30

Filed2026-07-21

ABNB

AIRBNB INC

-1.55%

Shares16.8K

Event2026-06-30

Filed2026-07-21

FITB

FIFTH THIRD BANCORP

New

Shares42.4K

Event2026-06-30

Filed2026-07-21

XEL

XCEL ENERGY INC

-0.23%

Shares29.4K

Event2026-06-30

Filed2026-07-21

NEXTERA ENERGY INC

-3.88%

Shares26.5K

Event2026-06-30

Filed2026-07-21

EDWARDS LIFESCIENCES CORP

-48.95%

Shares25.7K

Event2026-06-30

Filed2026-07-21

TRANE TECHNOLOGIES PLC

New

Shares4.6K

Event2026-06-30

Filed2026-07-21

MET

METLIFE INC

New

Shares26.7K

Event2026-06-30

Filed2026-07-21

FTXL

FIRST TR EXCHANGE TRADED FD

0.34%

Shares7.9K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

-4.53%

Shares5.8K

Event2026-06-30

Filed2026-07-21

CISCO SYS INC

211.67%

Shares17.8K

Event2026-06-30

Filed2026-07-21

DGX

QUEST DIAGNOSTICS INC

-1.30%

Shares9.7K

Event2026-06-30

Filed2026-07-21

USRT

ISHARES TR

5.75%

Shares29.5K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

-10.87%

Shares8.2K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

8.18%

Shares3.8K

Event2026-06-30

Filed2026-07-21

TPL

TEXAS PACIFIC LAND CORPORATI

-26.46%

Shares4.3K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

-2.59%

Shares5.0K

Event2026-06-30

Filed2026-07-21

IUSV

ISHARES TR

-0.51%

Shares16.3K

Event2026-06-30

Filed2026-07-21

SHY

ISHARES TR

-0.59%

Shares21.6K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

2.09%

Shares5.0K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-21

JPIB

J P MORGAN EXCHANGE TRADED F

-0.76%

Shares34.4K

Event2026-06-30

Filed2026-07-21

WAL

WESTERN ALLIANCE BANCORP

New

Shares20.0K

Event2026-06-30

Filed2026-07-21

CALI

BLACKROCK ETF TRUST II

35.17%

Shares31.0K

Event2026-06-30

Filed2026-07-21

CVE

CENOVUS ENERGY INC

New

Shares62.5K

Event2026-06-30

Filed2026-07-21

NUE

NUCOR CORP

New

Shares6.9K

Event2026-06-30

Filed2026-07-21

SHYG

ISHARES TR

-0.75%

Shares34.9K

Event2026-06-30

Filed2026-07-21

ALGM

ALLEGRO MICROSYSTEMS INC

New

Shares21.2K

Event2026-06-30

Filed2026-07-21

IBKR

INTERACTIVE BROKERS GROUP IN

New

Shares16.5K

Event2026-06-30

Filed2026-07-21

AT&T INC

2.90%

Shares68.7K

Event2026-06-30

Filed2026-07-21

KGC

KINROSS GOLD CORP

New

Shares59.6K

Event2026-06-30

Filed2026-07-21

ROST

ROSS STORES INC

New

Shares6.6K

Event2026-06-30

Filed2026-07-21

SATS

ECHOSTAR CORP

New

Shares13.7K

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

0.04%

Shares10.1K

Event2026-06-30

Filed2026-07-21

ALB

ALBEMARLE CORP

630.62%

Shares9.6K

Event2026-06-30

Filed2026-07-21

JPST

J P MORGAN EXCHANGE TRADED F

-11.42%

Shares24.0K

Event2026-06-30

Filed2026-07-21

WOLF

WOLFSPEED INC

New

Shares25.1K

Event2026-06-30

Filed2026-07-21

AKAMAI TECHNOLOGIES INC

New

Shares10.2K

Event2026-06-30

Filed2026-07-21

HUM

HUMANA INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-21

VSCO

VICTORIAS SECRET AND CO

New

Shares14.4K

Event2026-06-30

Filed2026-07-21

MRVL

MARVELL TECHNOLOGY INC

-83.49%

Shares4.0K

Event2026-06-30

Filed2026-07-21

SHW

SHERWIN WILLIAMS CO

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-21

VTEB

VANGUARD MUN BD FDS

0.00%

Shares23.1K

Event2026-06-30

Filed2026-07-21

VUSB

VANGUARD BD INDEX FDS

-3.58%

Shares23.0K

Event2026-06-30

Filed2026-07-21

IEF

ISHARES TR

0.01%

Shares12.1K

Event2026-06-30

Filed2026-07-21

RTX CORPORATION

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-21

AMERICAN AIRLINES GROUP INC

New

Shares63.1K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

-7.51%

Shares3.0K

Event2026-06-30

Filed2026-07-21

CELH

CELSIUS HLDGS INC

-6.39%

Shares38.1K

Event2026-06-30

Filed2026-07-21

NKE

NIKE INC

2.29%

Shares26.9K

Event2026-06-30

Filed2026-07-21

CNC

CENTENE CORP DEL

New

Shares16.8K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-21

MOH

MOLINA HEALTHCARE INC

New

Shares4.6K

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares14.4K

Event2026-06-30

Filed2026-07-21

WBD

WARNER BROS DISCOVERY INC

0.22%

Shares36.8K

Event2026-06-30

Filed2026-07-21

MKC

MCCORMICK & CO INC

-1.05%

Shares18.8K

Event2026-06-30

Filed2026-07-21

10X GENOMICS INC

1.08%

Shares24.0K

Event2026-06-30

Filed2026-07-21

IRDM

IRIDIUM COMMUNICATIONS INC

New

Shares16.8K

Event2026-06-30

Filed2026-07-21

FALN

ISHARES TR

-0.65%

Shares33.7K

Event2026-06-30

Filed2026-07-21

SUB

ISHARES TR

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-21

HOOD

ROBINHOOD MKTS INC

New

Shares9.0K

Event2026-06-30

Filed2026-07-21

SLQT

SELECTQUOTE INC

0.00%

Shares1.1M

Event2026-06-30

Filed2026-07-21

CHEMOURS CO

-0.29%

Shares42.1K

Event2026-06-30

Filed2026-07-21

SSRM

SSR MINING IN

0.96%

Shares30.4K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

-8.14%

Shares1.1K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

-1.83%

Shares2.1K

Event2026-06-30

Filed2026-07-21

NUSC

NUSHARES ETF TR

-0.17%

Shares14.4K

Event2026-06-30

Filed2026-07-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-21

SUSA

ISHARES TR

-2.61%

Shares4.7K

Event2026-06-30

Filed2026-07-21

CONSOLIDATED EDISON INC

1.85%

Shares5.8K

Event2026-06-30

Filed2026-07-21

ESGE

ISHARES INC

-0.53%

Shares11.7K

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

8.74%

Shares1.1K

Event2026-06-30

Filed2026-07-21

LNG

CHENIERE ENERGY INC

0.61%

Shares2.6K

Event2026-06-30

Filed2026-07-21

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC

-1.57%

Shares502

Event2026-06-30

Filed2026-07-21

VUG

VANGUARD INDEX FDS

500.00%

Shares6.7K

Event2026-06-30

Filed2026-07-21

VSAT

VIASAT INC

1.67%

Shares6.1K

Event2026-06-30

Filed2026-07-21

RVTY

REVVITY INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-21

COF

CAPITAL ONE FINL CORP

-0.43%

Shares2.6K

Event2026-06-30

Filed2026-07-21

CSX

CSX CORP

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-21

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-21

ENPH

ENPHASE ENERGY INC

-20.34%

Shares10.0K

Event2026-06-30

Filed2026-07-21

ORACLE CORP

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-21

ALL

ALLSTATE CORP

0.90%

Shares2.0K

Event2026-06-30

Filed2026-07-21

VGT

VANGUARD WORLD FD

700.00%

Shares3.9K

Event2026-06-30

Filed2026-07-21

EMLC

VANECK ETF TRUST

0.03%

Shares18.0K

Event2026-06-30

Filed2026-07-21

APPLIED MATLS INC

-12.92%

Shares627

Event2026-06-30

Filed2026-07-21

TJX

TJX COS INC NEW

0.07%

Shares3.0K

Event2026-06-30

Filed2026-07-21

AFL

AFLAC INC

1.23%

Shares3.8K

Event2026-06-30

Filed2026-07-21

MCD

MCDONALDS CORP

-79.32%

Shares1.6K

Event2026-06-30

Filed2026-07-21

ETN

EATON CORP PLC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

AZO

AUTOZONE INC

1.52%

Shares134

Event2026-06-30

Filed2026-07-21

VERIZON COMMUNICATIONS INC

3.45%

Shares10.0K

Event2026-06-30

Filed2026-07-21

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares600

Event2026-06-30

Filed2026-07-21

SBUX

STARBUCKS CORP

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

-71.54%

Shares553

Event2026-06-30

Filed2026-07-21

JBL

JABIL INC

1.37%

Shares1.0K

Event2026-06-30

Filed2026-07-21

BOEING CO

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-21

ISHARES TR

0.00%

Shares515

Event2026-06-30

Filed2026-07-21

REGL

PROSHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL INC

1.45%

Shares2.1K

Event2026-06-30

Filed2026-07-21

BAC

BANK OF AMER CORP

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-4.84%

Shares767

Event2026-06-30

Filed2026-07-21

AMT

AMERICAN TOWER CORP

4.75%

Shares2.1K

Event2026-06-30

Filed2026-07-21

SCHW

SCHWAB CHARLES CORP

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-21

NWL

NEWELL BRANDS INC

New

Shares53.2K

Event2026-06-30

Filed2026-07-21

DIVO

AMPLIFY ETF TR

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-21

EDV

VANGUARD WORLD FD

-0.02%

Shares4.7K

Event2026-06-30

Filed2026-07-21

AME

AMETEK INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

New

Shares244

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

-1.17%

Shares505

Event2026-06-30

Filed2026-07-21

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

NOC

NORTHROP GRUMMAN CORP

-1.82%

Shares539

Event2026-06-30

Filed2026-07-21

COCA COLA CO

0.15%

Shares3.4K

Event2026-06-30

Filed2026-07-21

UBER

UBER TECHNOLOGIES INC

30.87%

Shares3.7K

Event2026-06-30

Filed2026-07-21

EMHY

ISHARES INC

-0.68%

Shares6.6K

Event2026-06-30

Filed2026-07-21

PNW

PINNACLE WEST CAP CORP

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-21

AMGN

AMGEN INC

0.00%

Shares705

Event2026-06-30

Filed2026-07-21

AXON

AXON ENTERPRISE INC

New

Shares449

Event2026-06-30

Filed2026-07-21

UNITEDHEALTH GROUP INC

New

Shares598

Event2026-06-30

Filed2026-07-21

EMR

EMERSON ELEC CO

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-21

ETR

ENTERGY CORP NEW

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-21

CASY

CASEYS GEN STORES INC

5.82%

Shares291

Event2026-06-30

Filed2026-07-21

FCAL

FIRST TR EXCH TRADED FD III

-11.79%

Shares4.6K

Event2026-06-30

Filed2026-07-21

LMT

LOCKHEED MARTIN CORP

0.00%

Shares430

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

New

Shares200

Event2026-06-30

Filed2026-07-21

WELL

WELLTOWER INC

New

Shares925

Event2026-06-30

Filed2026-07-21

UNP

UNION PAC CORP

-33.07%

Shares759

Event2026-06-30

Filed2026-07-21

MRNA

MODERNA INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-21

CLF

CLEVELAND-CLIFFS INC NEW

New

Shares21.7K

Event2026-06-30

Filed2026-07-21

TRAVELERS COMPANIES INC

New

Shares616

Event2026-06-30

Filed2026-07-21

3M CO

New

Shares1.3K

Event2026-06-30

Filed2026-07-21

MUJ

BLACKROCK MUNIHLDGS NJ QLTY

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-21

VCV

INVESCO CALIF VALUE MUN INCO

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-21

PLUG

PLUG PWR INC

New

Shares22.6K

Event2026-06-30

Filed2026-07-21

RXRX

RECURSION PHARMACEUTICALS IN

New

Shares14.4K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

ABBVIE INC Call CallABBVIE INC2.2K sharesnew addition2026-06-302026-07-21

JPMORGAN CHASE & CO Call CallJPMORGAN CHASE & CO1.4K sharesnew addition2026-06-302026-07-21

CBOE Call CallCBOE GLOBAL MKTS INC1.0K sharesnew addition2026-06-302026-07-21

ABBVIE INC Call

ABBVIE INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO Call

JPMORGAN CHASE & CO

New

Shares1.4K

Event2026-06-30

Filed2026-07-21

CBOE Call

CBOE GLOBAL MKTS INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-21

Put Option Holdings

No put option holdings data available