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The Analysis of Tulsa Wealth Advisors, INC's Holdings & P&L

Currently, Tulsa Wealth Advisors, INC holds 166 types of securities in its portfolio with a total value $710.2M. In the most recent quarter, they have increased their positions in FLCC (+926.0K shares, valued at $32.5M), VUG (+311.1K shares, valued at $26.8M), TDI (+572.8K shares, valued at $25.7M); decreased their positions in SPHQ (-165.7K shares, valued at $14.9M), XLG (-134.3K shares, valued at $8.2M), ITOT (-8.5K shares, valued at $1.4M); initiated new positions in FLCC (+926.0K shares, valued at $32.5M), TDI (+572.8K shares, valued at $25.7M), FWD (+144.4K shares, valued at $21.4M).

1M P&L

-2.4M-0.38%

3M P&L

+9.7M+1.59%

HY P&L

-66.1M-9.58%

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/A442.4M

71.1%

2Consumer Electronics16.9M

2.7%

3Semiconductors15.5M

2.5%

Top Industries by Stock Count

1N/A60 stocks

43.5%

2Semiconductors7 stocks

5.1%

3Utilities - Regulated Electric4 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR CORE S&P TTL STK386.3K shares-2.16%2026-06-302026-08-06

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTI803.9K shares-0.05%2026-06-302026-08-06

SPHQ INVESCO S&P 500 QUALITY ETF587.1K shares-22.01%2026-06-302026-08-06

AVLV AVANTIS US LARGE CAP VALUE ETF476.5K shares16.71%2026-06-302026-08-06

FLCC FEDERATED HERMES MDT LARGE CAP CORE ETF926.0K sharesnew addition2026-06-302026-08-06

VUG VANGUARD GROWTH ETF366.7K shares559.18%2026-06-302026-08-06

TDI TOUCHSTONE DYNAMIC INTERNATIONAL ETF572.8K sharesnew addition2026-06-302026-08-06

IEF ISHARES TR 7-10 YR TRSY BD265.3K shares6.43%2026-06-302026-08-06

Sponsored

FWD AB DISRUPTORS ETF144.4K sharesnew addition2026-06-302026-08-06

XLG INVESCO S&P 500 TOP 50 ETF326.7K shares-29.12%2026-06-302026-08-06

HEFA ISHARES TR HDG MSCI EAFE415.3K shares-2.76%2026-06-302026-08-06

BROADCOM INCORPORATED BROADCOM INCORPORATED46.8K shares-0.57%2026-06-302026-08-06

AAPL APPLE INCORPORATED58.3K shares8.61%2026-06-302026-08-06

STATE STREET SPDR S&P 500 ETF TRUST STATE STREET SPDR S&P 500 ETF TRUST19.6K shares-3.73%2026-06-302026-08-06

JPMORGAN CHASE & COMPANY JPMORGAN CHASE & COMPANY43.5K shares1.06%2026-06-302026-08-06

MSFT MICROSOFT CORPORATION33.1K shares8.12%2026-06-302026-08-06

Sponsored

WMT WALMART INC97.1K shares5.13%2026-06-302026-08-06

ETN EATON CORPORATION PLC SHS (IRELAND)25.6K shares0.22%2026-06-302026-08-06

MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW21.7K shares3.89%2026-06-302026-08-06

MPC MARATHON PETE CORPORATION33.0K shares-3.36%2026-06-302026-08-06

ADI ANALOG DEVICES INCORPORATED19.1K shares-1.40%2026-06-302026-08-06

MOAT VANECK MORNINGSTAR WIDE MOAT ETF67.2K shares1.75%2026-06-302026-08-06

HD HOME DEPOT INCORPORATED19.4K shares5.98%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON25.2K shares2.08%2026-06-302026-08-06

Sponsored

GOOGL ALPHABET INCORPORATED CAP STK CLASS A16.8K shares-0.87%2026-06-302026-08-06

CHUBB LIMITED (SWITZERLAND) CHUBB LIMITED (SWITZERLAND)17.4K shares3.91%2026-06-302026-08-06

JOHNSON CONTROLS INTERNATION SHS (IRELAND) JOHNSON CONTROLS INTERNATION SHS (IRELAND)38.3K shares-1.07%2026-06-302026-08-06

DRI DARDEN RESTAURANTS INCORPORATED24.6K shares2.83%2026-06-302026-08-06

ABBVIE INCORPORATED ABBVIE INCORPORATED19.4K shares6.56%2026-06-302026-08-06

CME CME GROUP INCORPORATED20.6K shares2.71%2026-06-302026-08-06

APD AIR PRODUCTS AND CHEMICALS INCORPORATED15.3K shares3.98%2026-06-302026-08-06

DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF96.2K shares0.17%2026-06-302026-08-06

Sponsored

O REALTY INCOME CORPORATION REIT68.0K shares7.47%2026-06-302026-08-06

AMZN AMAZON COM INCORPORATED17.6K shares-1.77%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INCORPORATED7.0K shares-10.38%2026-06-302026-08-06

CMI CUMMINS INCORPORATED5.6K shares-2.04%2026-06-302026-08-06

USTB VICTORYSHARES SHORT-TERM BOND ETF75.6K shares1.27%2026-06-302026-08-06

INCM FRANKLIN TEMPLETON ETF TR INCOME FOCUS ETF132.5K shares-6.04%2026-06-302026-08-06

VZ VERIZON COMMUNICATIONS INCORPORATED86.0K shares19.16%2026-06-302026-08-06

VISA INCORPORATED COM CLASS A VISA INCORPORATED COM CLASS A10.4K shares-0.36%2026-06-302026-08-06

Sponsored

UNP UNION PAC CORPORATION13.1K shares1.98%2026-06-302026-08-06

PTL INSPIRE 500 ETF12.0K shares9.88%2026-06-302026-08-06

UNITEDHEALTH GROUP INCORPORATED UNITEDHEALTH GROUP INCORPORATED8.1K shares14.88%2026-06-302026-08-06

TT TRANE TECHNOLOGIES PLC SHS (IRELAND)6.6K shares-5.69%2026-06-302026-08-06

NEXTERA ENERGY INCORPORATED NEXTERA ENERGY INCORPORATED35.3K shares3.24%2026-06-302026-08-06

WFC WELLS FARGO & COMPANY36.0K shares38.65%2026-06-302026-08-06

META PLATFORMS INCORPORATED CLASS A META PLATFORMS INCORPORATED CLASS A5.0K shares6.51%2026-06-302026-08-06

FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF34.0K shares-1.25%2026-06-302026-08-06

Sponsored

ETR ENTERGY CORPORATION NEW22.0K shares5.33%2026-06-302026-08-06

SCI SERVICE CORPORATION INTERNATIONAL27.8K sharesnew addition2026-06-302026-08-06

WWJD INSPIRE INTERNATIONAL ETF52.2K shares41.22%2026-06-302026-08-06

NVDA NVIDIA CORPORATION9.9K shares7.93%2026-06-302026-08-06

FIS FIDELITY NATL INFORMATION SVCS46.9K shares16.69%2026-06-302026-08-06

BBY BEST BUY INCORPORATED24.0K shares-28.23%2026-06-302026-08-06

LLY ELI LILLY & COMPANY1.5K shares9.10%2026-06-302026-08-06

IVW ISHARES TR S&P 500 GRWT ETF12.9K shares-2.15%2026-06-302026-08-06

Sponsored

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF8.9K shares0.19%2026-06-302026-08-06

BIBL INSPIRE 100 ETF27.5K shares7.68%2026-06-302026-08-06

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF28.0K shares34.28%2026-06-302026-08-06

TJX TJX COMPANIES INCORPORATED NEW10.3K shares-5.27%2026-06-302026-08-06

OKE ONEOK INCORPORATED NEW17.4K shares19.75%2026-06-302026-08-06

NXP SEMICONDUCTORS N V (NETHERLANDS) NXP SEMICONDUCTORS N V (NETHERLANDS)5.0K shares-6.82%2026-06-302026-08-06

GEV GE VERNOVA INCORPORATED1.2K shares-5.86%2026-06-302026-08-06

ALL ALLSTATE CORPORATION5.9K shares-4.66%2026-06-302026-08-06

Sponsored

ISHARES TR CORE MSCI EAFE ISHARES TR CORE MSCI EAFE13.1K shares1.70%2026-06-302026-08-06

QQQ INVESCO QQQ TRUST1.6K shares-3.19%2026-06-302026-08-06

MRK MERCK & COMPANY INCORPORATED8.9K shares-6.03%2026-06-302026-08-06

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC9.0K shares11.34%2026-06-302026-08-06

IJR ISHARES TR CORE S&P SCP ETF7.1K shares-0.18%2026-06-302026-08-06

ELCV EVENTIDE HIGH DIVIDEND ETF29.9K shares10.79%2026-06-302026-08-06

RJ EAGLE GCM DIVIDEND SELECT INCOME ETF RJ EAGLE GCM DIVIDEND SELECT INCOME ETF33.1K shares38.96%2026-06-302026-08-06

MEDTRONIC PLC SHS (IRELAND) MEDTRONIC PLC SHS (IRELAND)12.1K shares-49.55%2026-06-302026-08-06

Sponsored

TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF18.0K shares14.05%2026-06-302026-08-06

IBD INSPIRE CORPORATE BOND ETF37.3K shares16.80%2026-06-302026-08-06

IEMG ISHARES INCORPORATED CORE MSCI EMKT10.7K shares1.39%2026-06-302026-08-06

CAT CATERPILLAR INCORPORATED827 shares7.12%2026-06-302026-08-06

S&P GLOBAL INCORPORATED S&P GLOBAL INCORPORATED2.1K shares-6.11%2026-06-302026-08-06

EVTR EATON VANCE TOTAL RETURN BOND ETF15.9K shares-16.65%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW1.6K shares0.00%2026-06-302026-08-06

EXXON MOBIL CORPORATION EXXON MOBIL CORPORATION5.8K shares3.70%2026-06-302026-08-06

Sponsored

INTC INTEL CORPORATION5.6K shares21.54%2026-06-302026-08-06

ZOETIS INCORPORATED CLASS A ZOETIS INCORPORATED CLASS A10.1K shares18.80%2026-06-302026-08-06

CRM SALESFORCE INCORPORATED4.6K shares-11.07%2026-06-302026-08-06

CVX CHEVRON CORPORATION4.3K shares4.23%2026-06-302026-08-06

FANG DIAMONDBACK ENERGY INCORPORATED4.0K shares-8.76%2026-06-302026-08-06

EW EDWARDS LIFESCIENCES CORPORATION7.8K shares5.15%2026-06-302026-08-06

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF3.7K shares34.97%2026-06-302026-08-06

COP CONOCOPHILLIPS6.7K shares2.09%2026-06-302026-08-06

Sponsored

IQV IQVIA HLDGS INCORPORATED3.6K shares-11.57%2026-06-302026-08-06

FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF27.7K shares15.10%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHINES2.4K shares-6.27%2026-06-302026-08-06

DY DYCOM INDUSTRIES INCORPORATED1.4K shares-0.59%2026-06-302026-08-06

BLES INSPIRE GLOBAL HOPE ETF14.1K shares13.25%2026-06-302026-08-06

TSLA TESLA INCORPORATED1.6K shares16.12%2026-06-302026-08-06

ICSH ISHARES TR ULTRA SHORT DUR12.8K shares47.96%2026-06-302026-08-06

ISHARES TR CORE US AGGBD ET ISHARES TR CORE US AGGBD ET6.5K shares-2.01%2026-06-302026-08-06

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP7.8K shares-19.45%2026-06-302026-08-06

APH AMPHENOL CORPORATION CLASS A3.6K shares-8.44%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION651 shares18.36%2026-06-302026-08-06

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF1.6K shares1.24%2026-06-302026-08-06

DHI D R HORTON INCORPORATED3.5K shares0.32%2026-06-302026-08-06

EFA ISHARES TR MSCI EAFE ETF5.4K shares1.93%2026-06-302026-08-06

RSP INVESCO S&P 500 EQUAL WEIGHT ETF2.6K shares0.00%2026-06-302026-08-06

QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF29.6K shares9.05%2026-06-302026-08-06

Sponsored

CMCSA COMCAST CORPORATION NEW CLASS A22.1K shares-70.49%2026-06-302026-08-06

LOW LOWES COMPANIES INCORPORATED2.5K shares0.00%2026-06-302026-08-06

CEG CONSTELLATION ENERGY CORPORATION2.2K shares-1.69%2026-06-302026-08-06

FAF FIRST AMERN FINL CORPORATION7.3K shares16.02%2026-06-302026-08-06

CDNS CADENCE DESIGN SYSTEM INCORPORATED1.3K shares-9.87%2026-06-302026-08-06

DEXCOM INCORPORATED DEXCOM INCORPORATED7.3K shares8.47%2026-06-302026-08-06

BAC BANK OF AMER CORPORATION8.5K shares25.16%2026-06-302026-08-06

IVE ISHARES TR S&P 500 VAL ETF2.1K shares2.12%2026-06-302026-08-06

Sponsored

WTAI WISDOMTREE TRUST ARTIFICIAL INTELLIGENCE &9.8K shares2.40%2026-06-302026-08-06

GLD SPDR GOLD SHARES1.3K shares0.00%2026-06-302026-08-06

APPLIED MATLS INCORPORATED APPLIED MATLS INCORPORATED626 sharesnew addition2026-06-302026-08-06

AEP AMERICAN ELEC PWR COMPANY INCORPORATED3.3K shares-1.12%2026-06-302026-08-06

WMB WILLIAMS COMPANIES INCORPORATED5.9K shares-16.35%2026-06-302026-08-06

OUNZ VANECK MERK GOLD ETF11.3K shares-0.11%2026-06-302026-08-06

MU MICRON TECHNOLOGY INCORPORATED375 sharesnew addition2026-06-302026-08-06

QQQX NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS14.3K shares-5.00%2026-06-302026-08-06

Sponsored

CMG CHIPOTLE MEXICAN GRILL INCORPORATED12.2K shares-4.95%2026-06-302026-08-06

CISCO SYSTEMS INCORPORATED CISCO SYSTEMS INCORPORATED3.5K shares-10.37%2026-06-302026-08-06

OGE OGE ENERGY CORPORATION7.8K shares7.83%2026-06-302026-08-06

IWO ISHARES TR RUS 2000 GRW ETF966 shares0.00%2026-06-302026-08-06

EQIX EQUINIX INCORPORATED REIT355 sharesnew addition2026-06-302026-08-06

VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW529 shares4.75%2026-06-302026-08-06

GOOG ALPHABET INCORPORATED CAP STK CLASS C996 shares-0.10%2026-06-302026-08-06

SNPS SYNOPSYS INCORPORATED781 shares-4.29%2026-06-302026-08-06

Sponsored

MGK VANGUARD MEGA CAP GROWTH ETF4.0K shares400.00%2026-06-302026-08-06

NSC NORFOLK SOUTHN CORPORATION1.1K shares-3.08%2026-06-302026-08-06

MRVL MARVELL TECHNOLOGY INCORPORATED1.1K sharesnew addition2026-06-302026-08-06

PSX PHILLIPS 662.0K shares-35.12%2026-06-302026-08-06

RTX CORPORATION RTX CORPORATION1.7K shares6.41%2026-06-302026-08-06

LHX L3HARRIS TECHNOLOGIES INCORPORATED1.1K shares-4.12%2026-06-302026-08-06

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF626 shares0.00%2026-06-302026-08-06

ORLY OREILLY AUTOMOTIVE INCORPORATED3.4K shares6.51%2026-06-302026-08-06

Sponsored

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF8.8K shares24.96%2026-06-302026-08-06

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF5.5K shares-0.04%2026-06-302026-08-06

MASTERCARD INCORPORATED CLASS A MASTERCARD INCORPORATED CLASS A561 shares-7.43%2026-06-302026-08-06

IJT ISHARES TR S&P SML 600 GWT1.6K shares0.00%2026-06-302026-08-06

MCD MCDONALDS CORPORATION1.1K shares3.73%2026-06-302026-08-06

ISHARES TR CORE S&P500 ETF ISHARES TR CORE S&P500 ETF379 shares10.82%2026-06-302026-08-06

DVY ISHARES TR SELECT DIVID ETF1.8K shares0.61%2026-06-302026-08-06

OGS ONE GAS INCORPORATED3.6K shares0.28%2026-06-302026-08-06

Sponsored

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF5.1K shares-3.10%2026-06-302026-08-06

IJH ISHARES TR CORE S&P MCP ETF3.5K shares0.00%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN)567 sharesnew addition2026-06-302026-08-06

JGRO JP MORGAN ETF ACTIVE GROWTH ETF2.7K sharesnew addition2026-06-302026-08-06

SPMO INVESCO S&P 500 MOMENTUM ETF1.6K sharesnew addition2026-06-302026-08-06

PG PROCTER & GAMBLE COMPANY1.7K shares1.88%2026-06-302026-08-06

ICE INTERCONTINENTAL EXCHANGE INCORPORATED1.9K shares3.68%2026-06-302026-08-06

SPYI NEOS S&P 500 HIGH INCOME ETF4.4K sharesnew addition2026-06-302026-08-06

Sponsored

XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF11.0K sharesnew addition2026-06-302026-08-06

CP CANADIAN PACIFIC KANSAS CITY (CANADA)2.6K shares0.00%2026-06-302026-08-06

KO COCA COLA COMPANY2.8K shares0.29%2026-06-302026-08-06

ISPY PROSHARES S&P 500 HIGH INCOME ETF4.6K sharesnew addition2026-06-302026-08-06

IWM ISHARES TR RUSSELL 2000 ETF723 sharesnew addition2026-06-302026-08-06

DVN DEVON ENERGY CORPORATION NEW5.2K shares-14.74%2026-06-302026-08-06

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF4.0K sharesnew addition2026-06-302026-08-06

F FORD MTR COMPANY14.7K shares0.83%2026-06-302026-08-06

Sponsored

HOOD ROBINHOOD MKTS INCORPORATED COM CLASS A2.0K sharesnew addition2026-06-302026-08-06

VO VANGUARD MID-CAP ETF2.5K sharesnew addition2026-06-302026-08-06

PH PARKER-HANNIFIN CORPORATION206 sharesnew addition2026-06-302026-08-06

QUBT QUANTUM COMPUTING INCORPORATED14.4K shares-24.27%2026-06-302026-08-06

TNGY TORTOISE ENERGY ETF11.2K shares0.00%2026-06-302026-08-06

ARCHER AVIATION INCORPORATED COM CLASS A ARCHER AVIATION INCORPORATED COM CLASS A10.6K sharesnew addition2026-06-302026-08-06

ITOT

ISHARES TR CORE S&P TTL STK

-2.16%

Shares386.3K

Event2026-06-30

Filed2026-08-06

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTI

-0.05%

Shares803.9K

Event2026-06-30

Filed2026-08-06

SPHQ

INVESCO S&P 500 QUALITY ETF

-22.01%

Shares587.1K

Event2026-06-30

Filed2026-08-06

AVLV

AVANTIS US LARGE CAP VALUE ETF

16.71%

Shares476.5K

Event2026-06-30

Filed2026-08-06

FLCC

FEDERATED HERMES MDT LARGE CAP CORE ETF

New

Shares926.0K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD GROWTH ETF

559.18%

Shares366.7K

Event2026-06-30

Filed2026-08-06

TDI

TOUCHSTONE DYNAMIC INTERNATIONAL ETF

New

Shares572.8K

Event2026-06-30

Filed2026-08-06

IEF

ISHARES TR 7-10 YR TRSY BD

6.43%

Shares265.3K

Event2026-06-30

Filed2026-08-06

FWD

AB DISRUPTORS ETF

New

Shares144.4K

Event2026-06-30

Filed2026-08-06

XLG

INVESCO S&P 500 TOP 50 ETF

-29.12%

Shares326.7K

Event2026-06-30

Filed2026-08-06

HEFA

ISHARES TR HDG MSCI EAFE

-2.76%

Shares415.3K

Event2026-06-30

Filed2026-08-06

BROADCOM INCORPORATED

-0.57%

Shares46.8K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INCORPORATED

8.61%

Shares58.3K

Event2026-06-30

Filed2026-08-06

STATE STREET SPDR S&P 500 ETF TRUST

-3.73%

Shares19.6K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & COMPANY

1.06%

Shares43.5K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORPORATION

8.12%

Shares33.1K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

5.13%

Shares97.1K

Event2026-06-30

Filed2026-08-06

ETN

EATON CORPORATION PLC SHS (IRELAND)

0.22%

Shares25.6K

Event2026-06-30

Filed2026-08-06

MSI

MOTOROLA SOLUTIONS INCORPORATED COM NEW

3.89%

Shares21.7K

Event2026-06-30

Filed2026-08-06

MPC

MARATHON PETE CORPORATION

-3.36%

Shares33.0K

Event2026-06-30

Filed2026-08-06

ADI

ANALOG DEVICES INCORPORATED

-1.40%

Shares19.1K

Event2026-06-30

Filed2026-08-06

MOAT

VANECK MORNINGSTAR WIDE MOAT ETF

1.75%

Shares67.2K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INCORPORATED

5.98%

Shares19.4K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

2.08%

Shares25.2K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INCORPORATED CAP STK CLASS A

-0.87%

Shares16.8K

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED (SWITZERLAND)

3.91%

Shares17.4K

Event2026-06-30

Filed2026-08-06

JOHNSON CONTROLS INTERNATION SHS (IRELAND)

-1.07%

Shares38.3K

Event2026-06-30

Filed2026-08-06

DRI

DARDEN RESTAURANTS INCORPORATED

2.83%

Shares24.6K

Event2026-06-30

Filed2026-08-06

ABBVIE INCORPORATED

6.56%

Shares19.4K

Event2026-06-30

Filed2026-08-06

CME

CME GROUP INCORPORATED

2.71%

Shares20.6K

Event2026-06-30

Filed2026-08-06

APD

AIR PRODUCTS AND CHEMICALS INCORPORATED

3.98%

Shares15.3K

Event2026-06-30

Filed2026-08-06

DIVO

AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

0.17%

Shares96.2K

Event2026-06-30

Filed2026-08-06

REALTY INCOME CORPORATION REIT

7.47%

Shares68.0K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INCORPORATED

-1.77%

Shares17.6K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INCORPORATED

-10.38%

Shares7.0K

Event2026-06-30

Filed2026-08-06

CMI

CUMMINS INCORPORATED

-2.04%

Shares5.6K

Event2026-06-30

Filed2026-08-06

USTB

VICTORYSHARES SHORT-TERM BOND ETF

1.27%

Shares75.6K

Event2026-06-30

Filed2026-08-06

INCM

FRANKLIN TEMPLETON ETF TR INCOME FOCUS ETF

-6.04%

Shares132.5K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INCORPORATED

19.16%

Shares86.0K

Event2026-06-30

Filed2026-08-06

VISA INCORPORATED COM CLASS A

-0.36%

Shares10.4K

Event2026-06-30

Filed2026-08-06

UNP

UNION PAC CORPORATION

1.98%

Shares13.1K

Event2026-06-30

Filed2026-08-06

PTL

INSPIRE 500 ETF

9.88%

Shares12.0K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INCORPORATED

14.88%

Shares8.1K

Event2026-06-30

Filed2026-08-06

TRANE TECHNOLOGIES PLC SHS (IRELAND)

-5.69%

Shares6.6K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INCORPORATED

3.24%

Shares35.3K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & COMPANY

38.65%

Shares36.0K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INCORPORATED CLASS A

6.51%

Shares5.0K

Event2026-06-30

Filed2026-08-06

FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF

-1.25%

Shares34.0K

Event2026-06-30

Filed2026-08-06

ETR

ENTERGY CORPORATION NEW

5.33%

Shares22.0K

Event2026-06-30

Filed2026-08-06

SCI

SERVICE CORPORATION INTERNATIONAL

New

Shares27.8K

Event2026-06-30

Filed2026-08-06

WWJD

INSPIRE INTERNATIONAL ETF

41.22%

Shares52.2K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

7.93%

Shares9.9K

Event2026-06-30

Filed2026-08-06

FIS

FIDELITY NATL INFORMATION SVCS

16.69%

Shares46.9K

Event2026-06-30

Filed2026-08-06

BBY

BEST BUY INCORPORATED

-28.23%

Shares24.0K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & COMPANY

9.10%

Shares1.5K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR S&P 500 GRWT ETF

-2.15%

Shares12.9K

Event2026-06-30

Filed2026-08-06

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

0.19%

Shares8.9K

Event2026-06-30

Filed2026-08-06

BIBL

INSPIRE 100 ETF

7.68%

Shares27.5K

Event2026-06-30

Filed2026-08-06

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

34.28%

Shares28.0K

Event2026-06-30

Filed2026-08-06

TJX

TJX COMPANIES INCORPORATED NEW

-5.27%

Shares10.3K

Event2026-06-30

Filed2026-08-06

OKE

ONEOK INCORPORATED NEW

19.75%

Shares17.4K

Event2026-06-30

Filed2026-08-06

NXP SEMICONDUCTORS N V (NETHERLANDS)

-6.82%

Shares5.0K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INCORPORATED

-5.86%

Shares1.2K

Event2026-06-30

Filed2026-08-06

ALL

ALLSTATE CORPORATION

-4.66%

Shares5.9K

Event2026-06-30

Filed2026-08-06

ISHARES TR CORE MSCI EAFE

1.70%

Shares13.1K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TRUST

-3.19%

Shares1.6K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & COMPANY INCORPORATED

-6.03%

Shares8.9K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

11.34%

Shares9.0K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR CORE S&P SCP ETF

-0.18%

Shares7.1K

Event2026-06-30

Filed2026-08-06

ELCV

EVENTIDE HIGH DIVIDEND ETF

10.79%

Shares29.9K

Event2026-06-30

Filed2026-08-06

RJ EAGLE GCM DIVIDEND SELECT INCOME ETF

38.96%

Shares33.1K

Event2026-06-30

Filed2026-08-06

MEDTRONIC PLC SHS (IRELAND)

-49.55%

Shares12.1K

Event2026-06-30

Filed2026-08-06

TPLC

TIMOTHY PLAN US LARGE/MID CAP CORE ETF

14.05%

Shares18.0K

Event2026-06-30

Filed2026-08-06

IBD

INSPIRE CORPORATE BOND ETF

16.80%

Shares37.3K

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES INCORPORATED CORE MSCI EMKT

1.39%

Shares10.7K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INCORPORATED

7.12%

Shares827

Event2026-06-30

Filed2026-08-06

S&P GLOBAL INCORPORATED

-6.11%

Shares2.1K

Event2026-06-30

Filed2026-08-06

EVTR

EATON VANCE TOTAL RETURN BOND ETF

-16.65%

Shares15.9K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORPORATION

3.70%

Shares5.8K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORPORATION

21.54%

Shares5.6K

Event2026-06-30

Filed2026-08-06

ZOETIS INCORPORATED CLASS A

18.80%

Shares10.1K

Event2026-06-30

Filed2026-08-06

CRM

SALESFORCE INCORPORATED

-11.07%

Shares4.6K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

4.23%

Shares4.3K

Event2026-06-30

Filed2026-08-06

FANG

DIAMONDBACK ENERGY INCORPORATED

-8.76%

Shares4.0K

Event2026-06-30

Filed2026-08-06

EDWARDS LIFESCIENCES CORPORATION

5.15%

Shares7.8K

Event2026-06-30

Filed2026-08-06

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

34.97%

Shares3.7K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

2.09%

Shares6.7K

Event2026-06-30

Filed2026-08-06

IQV

IQVIA HLDGS INCORPORATED

-11.57%

Shares3.6K

Event2026-06-30

Filed2026-08-06

FLMI

FRANKLIN DYNAMIC MUNICIPAL BOND ETF

15.10%

Shares27.7K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHINES

-6.27%

Shares2.4K

Event2026-06-30

Filed2026-08-06

DYCOM INDUSTRIES INCORPORATED

-0.59%

Shares1.4K

Event2026-06-30

Filed2026-08-06

BLES

INSPIRE GLOBAL HOPE ETF

13.25%

Shares14.1K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INCORPORATED

16.12%

Shares1.6K

Event2026-06-30

Filed2026-08-06

ICSH

ISHARES TR ULTRA SHORT DUR

47.96%

Shares12.8K

Event2026-06-30

Filed2026-08-06

ISHARES TR CORE US AGGBD ET

-2.01%

Shares6.5K

Event2026-06-30

Filed2026-08-06

PEG

PUBLIC SVC ENTERPRISE GROUP

-19.45%

Shares7.8K

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORPORATION CLASS A

-8.44%

Shares3.6K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

18.36%

Shares651

Event2026-06-30

Filed2026-08-06

VANGUARD TOTAL STOCK MARKET ETF

1.24%

Shares1.6K

Event2026-06-30

Filed2026-08-06

DHI

D R HORTON INCORPORATED

0.32%

Shares3.5K

Event2026-06-30

Filed2026-08-06

EFA

ISHARES TR MSCI EAFE ETF

1.93%

Shares5.4K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-06

QYLD

GLOBAL X NASDAQ 100 COVERED CALL ETF

9.05%

Shares29.6K

Event2026-06-30

Filed2026-08-06

CMCSA

COMCAST CORPORATION NEW CLASS A

-70.49%

Shares22.1K

Event2026-06-30

Filed2026-08-06

LOW

LOWES COMPANIES INCORPORATED

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

CEG

CONSTELLATION ENERGY CORPORATION

-1.69%

Shares2.2K

Event2026-06-30

Filed2026-08-06

FAF

FIRST AMERN FINL CORPORATION

16.02%

Shares7.3K

Event2026-06-30

Filed2026-08-06

CDNS

CADENCE DESIGN SYSTEM INCORPORATED

-9.87%

Shares1.3K

Event2026-06-30

Filed2026-08-06

DEXCOM INCORPORATED

8.47%

Shares7.3K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORPORATION

25.16%

Shares8.5K

Event2026-06-30

Filed2026-08-06

IVE

ISHARES TR S&P 500 VAL ETF

2.12%

Shares2.1K

Event2026-06-30

Filed2026-08-06

WTAI

WISDOMTREE TRUST ARTIFICIAL INTELLIGENCE &

2.40%

Shares9.8K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD SHARES

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INCORPORATED

New

Shares626

Event2026-06-30

Filed2026-08-06

AEP

AMERICAN ELEC PWR COMPANY INCORPORATED

-1.12%

Shares3.3K

Event2026-06-30

Filed2026-08-06

WMB

WILLIAMS COMPANIES INCORPORATED

-16.35%

Shares5.9K

Event2026-06-30

Filed2026-08-06

OUNZ

VANECK MERK GOLD ETF

-0.11%

Shares11.3K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INCORPORATED

New

Shares375

Event2026-06-30

Filed2026-08-06

QQQX

NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS

-5.00%

Shares14.3K

Event2026-06-30

Filed2026-08-06

CMG

CHIPOTLE MEXICAN GRILL INCORPORATED

-4.95%

Shares12.2K

Event2026-06-30

Filed2026-08-06

CISCO SYSTEMS INCORPORATED

-10.37%

Shares3.5K

Event2026-06-30

Filed2026-08-06

OGE

OGE ENERGY CORPORATION

7.83%

Shares7.8K

Event2026-06-30

Filed2026-08-06

IWO

ISHARES TR RUS 2000 GRW ETF

0.00%

Shares966

Event2026-06-30

Filed2026-08-06

EQIX

EQUINIX INCORPORATED REIT

New

Shares355

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

4.75%

Shares529

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INCORPORATED CAP STK CLASS C

-0.10%

Shares996

Event2026-06-30

Filed2026-08-06

SNPS

SYNOPSYS INCORPORATED

-4.29%

Shares781

Event2026-06-30

Filed2026-08-06

MGK

VANGUARD MEGA CAP GROWTH ETF

400.00%

Shares4.0K

Event2026-06-30

Filed2026-08-06

NSC

NORFOLK SOUTHN CORPORATION

-3.08%

Shares1.1K

Event2026-06-30

Filed2026-08-06

MRVL

MARVELL TECHNOLOGY INCORPORATED

New

Shares1.1K

Event2026-06-30

Filed2026-08-06

PSX

PHILLIPS 66

-35.12%

Shares2.0K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

6.41%

Shares1.7K

Event2026-06-30

Filed2026-08-06

LHX

L3HARRIS TECHNOLOGIES INCORPORATED

-4.12%

Shares1.1K

Event2026-06-30

Filed2026-08-06

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF

0.00%

Shares626

Event2026-06-30

Filed2026-08-06

ORLY

OREILLY AUTOMOTIVE INCORPORATED

6.51%

Shares3.4K

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

24.96%

Shares8.8K

Event2026-06-30

Filed2026-08-06

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

-0.04%

Shares5.5K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED CLASS A

-7.43%

Shares561

Event2026-06-30

Filed2026-08-06

IJT

ISHARES TR S&P SML 600 GWT

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORPORATION

3.73%

Shares1.1K

Event2026-06-30

Filed2026-08-06

ISHARES TR CORE S&P500 ETF

10.82%

Shares379

Event2026-06-30

Filed2026-08-06

DVY

ISHARES TR SELECT DIVID ETF

0.61%

Shares1.8K

Event2026-06-30

Filed2026-08-06

OGS

ONE GAS INCORPORATED

0.28%

Shares3.6K

Event2026-06-30

Filed2026-08-06

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-3.10%

Shares5.1K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR CORE S&P MCP ETF

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN)

New

Shares567

Event2026-06-30

Filed2026-08-06

JGRO

JP MORGAN ETF ACTIVE GROWTH ETF

New

Shares2.7K

Event2026-06-30

Filed2026-08-06

SPMO

INVESCO S&P 500 MOMENTUM ETF

New

Shares1.6K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE COMPANY

1.88%

Shares1.7K

Event2026-06-30

Filed2026-08-06

ICE

INTERCONTINENTAL EXCHANGE INCORPORATED

3.68%

Shares1.9K

Event2026-06-30

Filed2026-08-06

SPYI

NEOS S&P 500 HIGH INCOME ETF

New

Shares4.4K

Event2026-06-30

Filed2026-08-06

XOVR

ERSHARES PRIVATE-PUBLIC CROSSOVER ETF

New

Shares11.0K

Event2026-06-30

Filed2026-08-06

CANADIAN PACIFIC KANSAS CITY (CANADA)

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-06

COCA COLA COMPANY

0.29%

Shares2.8K

Event2026-06-30

Filed2026-08-06

ISPY

PROSHARES S&P 500 HIGH INCOME ETF

New

Shares4.6K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR RUSSELL 2000 ETF

New

Shares723

Event2026-06-30

Filed2026-08-06

DVN

DEVON ENERGY CORPORATION NEW

-14.74%

Shares5.2K

Event2026-06-30

Filed2026-08-06

BAI

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

New

Shares4.0K

Event2026-06-30

Filed2026-08-06

FORD MTR COMPANY

0.83%

Shares14.7K

Event2026-06-30

Filed2026-08-06

HOOD

ROBINHOOD MKTS INCORPORATED COM CLASS A

New

Shares2.0K

Event2026-06-30

Filed2026-08-06

VANGUARD MID-CAP ETF

New

Shares2.5K

Event2026-06-30

Filed2026-08-06

PARKER-HANNIFIN CORPORATION

New

Shares206

Event2026-06-30

Filed2026-08-06

QUBT

QUANTUM COMPUTING INCORPORATED

-24.27%

Shares14.4K

Event2026-06-30

Filed2026-08-06

TNGY

TORTOISE ENERGY ETF

0.00%

Shares11.2K

Event2026-06-30

Filed2026-08-06

ARCHER AVIATION INCORPORATED COM CLASS A

New

Shares10.6K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available