Sponsored
The Analysis of Tyche Wealth Partners LLC's Holdings & P&L
Currently, Tyche Wealth Partners LLC holds 339 types of securities in its portfolio with a total value $712.4M. In the most recent quarter, they have increased their positions in N/A (+5.0K shares, valued at $3.8M), N/A (+110.2K shares, valued at $3.1M), WFC (+36.9K shares, valued at $3.1M); decreased their positions in AMD (-2.4K shares, valued at $1.4M), AAPL (-4.2K shares, valued at $1.2M), GS (-964 shares, valued at $975.0K); initiated new positions in N/A (+110.2K shares, valued at $3.1M), N/A (+3.4K shares, valued at $759.2K), N/A (+3.4K shares, valued at $749.7K).
1M P&L
-9.3M-1.76%
3M P&L
+2.4M+0.46%
HY P&L
+43.5M+9.10%
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/A262.7M
47.9%
2Consumer Electronics36.9M
6.7%
3Beverages - Non-Alcoholic30.4M
5.6%
Top Industries by Stock Count
1N/A140 stocks
47.0%
2Asset Management9 stocks
3.0%
3Semiconductors8 stocks
2.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
STATE STR SPDR S&P 500 ETF T
4.61%STATE STR SPDR S&P 500 ETF T
Shares70.4K
Event2026-06-30
Filed2026-08-06
AAPL
-3.18%APPLE INC
Shares127.4K
Event2026-06-30
Filed2026-08-06
PEP
0.03%PEPSICO INC
Shares196.2K
Event2026-06-30
Filed2026-08-06
EXXON MOBIL CORP
-3.12%EXXON MOBIL CORP
Shares158.8K
Event2026-06-30
Filed2026-08-06
FMDE
-0.75%FIDELITY COVINGTON TRUST
Shares532.8K
Event2026-06-30
Filed2026-08-06
QQQ
-0.90%INVESCO QQQ TR
Shares25.7K
Event2026-06-30
Filed2026-08-06
PTLC
3.04%PACER FDS TR
Shares292.3K
Event2026-06-30
Filed2026-08-06
NVDA
-0.18%NVIDIA CORPORATION
Shares84.5K
Event2026-06-30
Filed2026-08-06
ISHARES TR
31.51%ISHARES TR
Shares21.0K
Event2026-06-30
Filed2026-08-06
MUB
15.13%ISHARES TR
Shares134.6K
Event2026-06-30
Filed2026-08-06
AMZN
-2.06%AMAZON COM INC
Shares57.3K
Event2026-06-30
Filed2026-08-06
AIS
5.23%TIDAL TRUST III
Shares143.4K
Event2026-06-30
Filed2026-08-06
MSFT
-5.92%MICROSOFT CORP
Shares32.4K
Event2026-06-30
Filed2026-08-06
ROM
-0.36%PROSHARES TR
Shares77.5K
Event2026-06-30
Filed2026-08-06
WMT
-1.66%WALMART INC
Shares91.7K
Event2026-06-30
Filed2026-08-06
TSLA
0.11%TESLA INC
Shares23.6K
Event2026-06-30
Filed2026-08-06
VYM
-2.58%VANGUARD WHITEHALL FDS
Shares58.2K
Event2026-06-30
Filed2026-08-06
VISA INC
-0.11%VISA INC
Shares25.2K
Event2026-06-30
Filed2026-08-06
TXN
-1.71%TEXAS INSTRS INC
Shares27.1K
Event2026-06-30
Filed2026-08-06
LMUB
21.10%ISHARES TR
Shares154.9K
Event2026-06-30
Filed2026-08-06
CAT
-1.07%CATERPILLAR INC
Shares7.3K
Event2026-06-30
Filed2026-08-06
CORO
20.23%BLACKROCK ETF TRUST
Shares207.8K
Event2026-06-30
Filed2026-08-06
SPDW
8.74%SPDR INDEX SHS FDS
Shares140.8K
Event2026-06-30
Filed2026-08-06
GOOGL
1.74%ALPHABET INC
Shares19.4K
Event2026-06-30
Filed2026-08-06
JPMORGAN CHASE & CO
-0.07%JPMORGAN CHASE & CO
Shares20.1K
Event2026-06-30
Filed2026-08-06
MO
1.35%ALTRIA GROUP INC
Shares87.7K
Event2026-06-30
Filed2026-08-06
VOO
-0.22%VANGUARD INDEX FDS
Shares9.1K
Event2026-06-30
Filed2026-08-06
CVX
3.00%CHEVRON CORPORATION
Shares36.8K
Event2026-06-30
Filed2026-08-06
HD
4.89%HOME DEPOT INC
Shares17.2K
Event2026-06-30
Filed2026-08-06
JNJ
-0.02%JOHNSON & JOHNSON
Shares22.4K
Event2026-06-30
Filed2026-08-06
LLY
50.63%ELI LILLY & CO
Shares4.7K
Event2026-06-30
Filed2026-08-06
PG
-8.55%PROCTER & GAMBLE CO
Shares37.9K
Event2026-06-30
Filed2026-08-06
COSTCO WHOLESALE CORPORATION
-8.68%COSTCO WHOLESALE CORPORATION
Shares5.8K
Event2026-06-30
Filed2026-08-06
DYNF
10.33%BLACKROCK ETF TRUST
Shares79.9K
Event2026-06-30
Filed2026-08-06
SMLF
-0.01%ISHARES TR
Shares49.3K
Event2026-06-30
Filed2026-08-06
ABBVIE INC
-9.04%ABBVIE INC
Shares17.4K
Event2026-06-30
Filed2026-08-06
VANGUARD INDEX FDS
-2.13%VANGUARD INDEX FDS
Shares11.7K
Event2026-06-30
Filed2026-08-06
SCHG
0.00%SCHWAB STRATEGIC TR
Shares126.7K
Event2026-06-30
Filed2026-08-06
NEXTERA ENERGY INC
-2.30%NEXTERA ENERGY INC
Shares46.9K
Event2026-06-30
Filed2026-08-06
IYW
0.35%ISHARES TR
Shares16.1K
Event2026-06-30
Filed2026-08-06
RTX CORPORATION
18.75%RTX CORPORATION
Shares20.9K
Event2026-06-30
Filed2026-08-06
THRO
3.71%BLACKROCK ETF TRUST
Shares91.8K
Event2026-06-30
Filed2026-08-06
WFC
346.98%WELLS FARGO & CO
Shares47.6K
Event2026-06-30
Filed2026-08-06
KO
2.89%COCA COLA CO
Shares47.6K
Event2026-06-30
Filed2026-08-06
GS
-20.18%GOLDMAN SACHS GROUP INC
Shares3.8K
Event2026-06-30
Filed2026-08-06
MASTERCARD INCORPORATED
-11.42%MASTERCARD INCORPORATED
Shares7.2K
Event2026-06-30
Filed2026-08-06
GOOG
7.62%ALPHABET INC
Shares10.2K
Event2026-06-30
Filed2026-08-06
QUAL
-19.35%ISHARES TR
Shares15.8K
Event2026-06-30
Filed2026-08-06
BAI
-4.52%BLACKROCK ETF TRUST
Shares64.7K
Event2026-06-30
Filed2026-08-06
VIG
-1.80%VANGUARD SPECIALIZED FUNDS
Shares14.1K
Event2026-06-30
Filed2026-08-06
BLACKROCK ETF TRUST
NewBLACKROCK ETF TRUST
Shares110.2K
Event2026-06-30
Filed2026-08-06
NDMO
0.13%NUVEEN DYNAMIC MUN OPPORTUNI
Shares293.9K
Event2026-06-30
Filed2026-08-06
PM
-1.48%PHILIP MORRIS INTL INC
Shares16.7K
Event2026-06-30
Filed2026-08-06
DFAT
0.00%DIMENSIONAL ETF TRUST
Shares42.9K
Event2026-06-30
Filed2026-08-06
BROADCOM INC
23.06%BROADCOM INC
Shares7.8K
Event2026-06-30
Filed2026-08-06
JEPI
4.66%J P MORGAN EXCHANGE TRADED F
Shares51.0K
Event2026-06-30
Filed2026-08-06
CROWDSTRIKE HLDGS INC
0.21%CROWDSTRIKE HLDGS INC
Shares3.7K
Event2026-06-30
Filed2026-08-06
BRK.B
2.58%BERKSHIRE HATHAWAY INC DEL
Shares5.7K
Event2026-06-30
Filed2026-08-06
MCD
-10.35%MCDONALDS CORP
Shares10.4K
Event2026-06-30
Filed2026-08-06
GLD
10.33%SPDR GOLD TR
Shares7.6K
Event2026-06-30
Filed2026-08-06
SOUTHERN CO
1.11%SOUTHERN CO
Shares28.1K
Event2026-06-30
Filed2026-08-06
PANW
31.86%PALO ALTO NETWORKS INC
Shares7.7K
Event2026-06-30
Filed2026-08-06
IEMG
11.44%ISHARES INC
Shares30.4K
Event2026-06-30
Filed2026-08-06
CIPHER DIGITAL INC
0.00%CIPHER DIGITAL INC
Shares100.0K
Event2026-06-30
Filed2026-08-06
AME
0.07%AMETEK INC
Shares10.0K
Event2026-06-30
Filed2026-08-06
RSP
34.11%INVESCO EXCHANGE TRADED FD T
Shares11.3K
Event2026-06-30
Filed2026-08-06
NETFLIX INC.
0.51%NETFLIX INC.
Shares31.9K
Event2026-06-30
Filed2026-08-06
XLK
-1.27%SELECT SECTOR SPDR TR
Shares11.6K
Event2026-06-30
Filed2026-08-06
SHLD
24.58%GLOBAL X FDS
Shares36.1K
Event2026-06-30
Filed2026-08-06
UNITEDHEALTH GROUP INC
-4.81%UNITEDHEALTH GROUP INC
Shares5.2K
Event2026-06-30
Filed2026-08-06
DFIC
0.00%DIMENSIONAL ETF TRUST
Shares56.6K
Event2026-06-30
Filed2026-08-06
SPHD
-1.13%INVESCO EXCH TRADED FD TR II
Shares41.4K
Event2026-06-30
Filed2026-08-06
BNDX
65.68%VANGUARD CHARLOTTE FDS
Shares43.3K
Event2026-06-30
Filed2026-08-06
UNP
-0.78%UNION PAC CORP
Shares7.5K
Event2026-06-30
Filed2026-08-06
SDY
23.86%SPDR SERIES TRUST
Shares13.4K
Event2026-06-30
Filed2026-08-06
META PLATFORMS INC
7.10%META PLATFORMS INC
Shares3.5K
Event2026-06-30
Filed2026-08-06
STIP
32.47%ISHARES TR
Shares19.1K
Event2026-06-30
Filed2026-08-06
AVEM
-2.36%AMERICAN CENTY ETF TR
Shares20.2K
Event2026-06-30
Filed2026-08-06
ITW
-16.57%ILLINOIS TOOL WKS INC
Shares7.1K
Event2026-06-30
Filed2026-08-06
GOVT
29.30%ISHARES TR
Shares83.1K
Event2026-06-30
Filed2026-08-06
NEA
-3.87%NUVEEN AMT FREE QLTY MUN INC
Shares156.6K
Event2026-06-30
Filed2026-08-06
SPEM
1.54%SPDR INDEX SHS FDS
Shares32.9K
Event2026-06-30
Filed2026-08-06
LMT
1.43%LOCKHEED MARTIN CORP
Shares3.2K
Event2026-06-30
Filed2026-08-06
NUVEEN QUALITY MUNCP INCOME
-12.57%NUVEEN QUALITY MUNCP INCOME
Shares133.6K
Event2026-06-30
Filed2026-08-06
DVY
-2.47%ISHARES TR
Shares10.2K
Event2026-06-30
Filed2026-08-06
MBB
24.38%ISHARES TR
Shares16.7K
Event2026-06-30
Filed2026-08-06
CISCO SYS INC
3.98%CISCO SYS INC
Shares13.4K
Event2026-06-30
Filed2026-08-06
NVG
-3.21%NUVEEN AMT FREE MUN CR INC F
Shares118.4K
Event2026-06-30
Filed2026-08-06
EPD
0.01%ENTERPRISE PRODS PARTNERS L
Shares41.1K
Event2026-06-30
Filed2026-08-06
BINC
-11.45%BLACKROCK ETF TRUST II
Shares27.9K
Event2026-06-30
Filed2026-08-06
VCIT
0.00%VANGUARD SCOTTSDALE FDS
Shares17.3K
Event2026-06-30
Filed2026-08-06
SYSB
24.57%ISHARES TR
Shares15.6K
Event2026-06-30
Filed2026-08-06
BLK
0.28%BLACKROCK INC
Shares1.4K
Event2026-06-30
Filed2026-08-06
USRT
-18.35%ISHARES TR
Shares19.8K
Event2026-06-30
Filed2026-08-06
IWF
350.43%ISHARES TR
Shares10.5K
Event2026-06-30
Filed2026-08-06
NBIS
6.82%NEBIUS GROUP N.V.
Shares4.7K
Event2026-06-30
Filed2026-08-06
LOW
-0.22%LOWES COS INC
Shares5.8K
Event2026-06-30
Filed2026-08-06
VOT
0.00%VANGUARD INDEX FDS
Shares4.1K
Event2026-06-30
Filed2026-08-06
OKE
0.00%ONEOK INC NEW
Shares14.2K
Event2026-06-30
Filed2026-08-06
AVUV
5.45%AMERICAN CENTY ETF TR
Shares9.8K
Event2026-06-30
Filed2026-08-06
SPXX
0.19%NUVEEN S&P 500 DYNAMIC OVERW
Shares64.9K
Event2026-06-30
Filed2026-08-06
TMO
0.34%THERMO FISHER SCIENTIFIC INC
Shares2.4K
Event2026-06-30
Filed2026-08-06
IWM
-4.67%ISHARES TR
Shares3.9K
Event2026-06-30
Filed2026-08-06
GE
0.00%GE AEROSPACE
Shares3.1K
Event2026-06-30
Filed2026-08-06
T
0.01%AT&T INC
Shares55.6K
Event2026-06-30
Filed2026-08-06
MRK
-24.98%MERCK & CO INC
Shares8.6K
Event2026-06-30
Filed2026-08-06
APD
1.11%AIR PRODUCTS AND CHEMICALS I
Shares3.7K
Event2026-06-30
Filed2026-08-06
AXON
-0.53%AXON ENTERPRISE INC
Shares1.9K
Event2026-06-30
Filed2026-08-06
PSX
0.05%PHILLIPS 66
Shares6.2K
Event2026-06-30
Filed2026-08-06
IBM
29.21%INTERNATIONAL BUSINESS MACHS
Shares3.7K
Event2026-06-30
Filed2026-08-06
AFL
-2.18%AFLAC INC
Shares8.8K
Event2026-06-30
Filed2026-08-06
ABT
-26.54%ABBOTT LABORATORIES
Shares11.0K
Event2026-06-30
Filed2026-08-06
VRT
14.84%VERTIV HOLDINGS CO
Shares2.9K
Event2026-06-30
Filed2026-08-06
IJR
27.75%ISHARES TR
Shares6.6K
Event2026-06-30
Filed2026-08-06
MTUM
23.22%ISHARES TR
Shares2.8K
Event2026-06-30
Filed2026-08-06
BA
-18.68%BOEING CO
Shares4.4K
Event2026-06-30
Filed2026-08-06
XLV
29.21%SELECT SECTOR SPDR TR
Shares5.9K
Event2026-06-30
Filed2026-08-06
DIA
-18.61%STATE STR SPDR DOW JONES IND
Shares1.8K
Event2026-06-30
Filed2026-08-06
FANG
-5.35%DIAMONDBACK ENERGY INC
Shares5.3K
Event2026-06-30
Filed2026-08-06
NZF
-3.99%NUVEEN MUN CR INCOME FD
Shares72.5K
Event2026-06-30
Filed2026-08-06
GEV
11.73%GE VERNOVA INC
Shares762
Event2026-06-30
Filed2026-08-06
VZ
-32.06%VERIZON COMMUNICATIONS INC
Shares20.6K
Event2026-06-30
Filed2026-08-06
NVBW
0.00%AIM ETF PRODUCTS TRUST
Shares24.3K
Event2026-06-30
Filed2026-08-06
ATO
-47.01%ATMOS ENERGY CORP
Shares5.0K
Event2026-06-30
Filed2026-08-06
PTMC
0.00%PACER FDS TR
Shares20.2K
Event2026-06-30
Filed2026-08-06
NMCO
0.00%NUVEEN MUN CR OPPORTUNITIES
Shares77.3K
Event2026-06-30
Filed2026-08-06
XLI
-0.15%SELECT SECTOR SPDR TR
Shares4.5K
Event2026-06-30
Filed2026-08-06
VGM
-4.20%INVESCO TR INVT GRADE MUNS
Shares78.6K
Event2026-06-30
Filed2026-08-06
PH
2.29%PARKER-HANNIFIN CORP
Shares847
Event2026-06-30
Filed2026-08-06
AMD
-62.53%ADVANCED MICRO DEVICES INC
Shares1.4K
Event2026-06-30
Filed2026-08-06
SELECT SECTOR SPDR TR
7.88%SELECT SECTOR SPDR TR
Shares18.1K
Event2026-06-30
Filed2026-08-06
COP
-0.40%CONOCOPHILLIPS
Shares7.8K
Event2026-06-30
Filed2026-08-06
BAC
3.71%BANK OF AMER CORP
Shares14.0K
Event2026-06-30
Filed2026-08-06
TSM
-2.55%TAIWAN SEMICONDUCTOR MANUFAC
Shares1.6K
Event2026-06-30
Filed2026-08-06
IJH
-1.51%ISHARES TR
Shares10.0K
Event2026-06-30
Filed2026-08-06
COWZ
1.10%PACER FDS TR
Shares12.4K
Event2026-06-30
Filed2026-08-06
DFLV
0.00%DIMENSIONAL ETF TRUST
Shares19.3K
Event2026-06-30
Filed2026-08-06
SOXX
0.00%ISHARES TR
Shares1.2K
Event2026-06-30
Filed2026-08-06
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares3.4K
Event2026-06-30
Filed2026-08-06
XLE
-0.28%SELECT SECTOR SPDR TR
Shares14.2K
Event2026-06-30
Filed2026-08-06
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares3.4K
Event2026-06-30
Filed2026-08-06
INTC
-1.64%INTEL CORP
Shares5.3K
Event2026-06-30
Filed2026-08-06
AVXC
-19.55%AMERICAN CENTY ETF TR
Shares8.7K
Event2026-06-30
Filed2026-08-06
BX
1.60%BLACKSTONE INC
Shares6.2K
Event2026-06-30
Filed2026-08-06
SSO
0.18%PROSHARES TR
Shares10.4K
Event2026-06-30
Filed2026-08-06
HYD
-1.68%VANECK ETF TRUST
Shares13.6K
Event2026-06-30
Filed2026-08-06
LRCX
-3.48%LAM RESEARCH CORP
Shares1.6K
Event2026-06-30
Filed2026-08-06
LIN
0.00%LINDE PLC
Shares1.3K
Event2026-06-30
Filed2026-08-06
VKQ
-0.84%INVESCO MUNICIPAL TRUST
Shares68.8K
Event2026-06-30
Filed2026-08-06
ECL
-43.38%ECOLAB INC
Shares2.5K
Event2026-06-30
Filed2026-08-06
3M CO
0.05%3M CO
Shares4.2K
Event2026-06-30
Filed2026-08-06
C
21.77%CITIGROUP INC
Shares4.9K
Event2026-06-30
Filed2026-08-06
DISV
0.00%DIMENSIONAL ETF TRUST
Shares16.9K
Event2026-06-30
Filed2026-08-06
DIS
14.11%DISNEY WALT CO
Shares7.0K
Event2026-06-30
Filed2026-08-06
ORACLE CORP
-0.33%ORACLE CORP
Shares4.6K
Event2026-06-30
Filed2026-08-06
AZO
1.47%AUTOZONE INC
Shares207
Event2026-06-30
Filed2026-08-06
MU
NewMICRON TECHNOLOGY INC
Shares572
Event2026-06-30
Filed2026-08-06
AVDE
32.26%AMERICAN CENTY ETF TR
Shares7.4K
Event2026-06-30
Filed2026-08-06
J P MORGAN EXCHANGE TRADED F
-15.66%J P MORGAN EXCHANGE TRADED F
Shares10.6K
Event2026-06-30
Filed2026-08-06
NSC
0.00%NORFOLK SOUTHN CORP
Shares2.1K
Event2026-06-30
Filed2026-08-06
VBR
0.45%VANGUARD INDEX FDS
Shares2.7K
Event2026-06-30
Filed2026-08-06
SLV
22.16%ISHARES SILVER TR
Shares12.0K
Event2026-06-30
Filed2026-08-06
VTV
3.57%VANGUARD INDEX FDS
Shares2.8K
Event2026-06-30
Filed2026-08-06
DUK
-1.12%DUKE ENERGY CORP NEW
Shares4.8K
Event2026-06-30
Filed2026-08-06
ROK
0.00%ROCKWELL AUTOMATION INC
Shares1.2K
Event2026-06-30
Filed2026-08-06
MHD
0.33%BLACKROCK MUNIHOLDINGS FD IN
Shares49.8K
Event2026-06-30
Filed2026-08-06
FREEPORT MCMORAN INC
2.75%FREEPORT MCMORAN INC
Shares9.4K
Event2026-06-30
Filed2026-08-06
GLW
NewCORNING INC
Shares2.3K
Event2026-06-30
Filed2026-08-06
CII
0.00%BLACKROCK ENHANCED LARGE CAP
Shares22.5K
Event2026-06-30
Filed2026-08-06
BLCR
32.63%BLACKROCK ETF TRUST
Shares11.6K
Event2026-06-30
Filed2026-08-06
IBB
-0.97%ISHARES TR
Shares3.1K
Event2026-06-30
Filed2026-08-06
EOS
0.05%EATON VANCE ENHANCED EQUITY
Shares26.4K
Event2026-06-30
Filed2026-08-06
BJ
1.44%BJS WHSL CLUB HLDGS INC
Shares6.6K
Event2026-06-30
Filed2026-08-06
TMUS
-46.54%T-MOBILE US INC
Shares3.4K
Event2026-06-30
Filed2026-08-06
MUA
0.75%BLACKROCK MUNIASSETS FD INC
Shares51.7K
Event2026-06-30
Filed2026-08-06
AXP
0.06%AMERICAN EXPRESS CO
Shares1.6K
Event2026-06-30
Filed2026-08-06
VB
39.34%VANGUARD INDEX FDS
Shares1.8K
Event2026-06-30
Filed2026-08-06
PLD
0.44%PROLOGIS INC.
Shares4.1K
Event2026-06-30
Filed2026-08-06
CSX
45.12%CSX CORP
Shares11.6K
Event2026-06-30
Filed2026-08-06
LNT
0.00%ALLIANT ENERGY CORP
Shares7.2K
Event2026-06-30
Filed2026-08-06
SPMD
-4.62%SPDR SERIES TRUST
Shares8.1K
Event2026-06-30
Filed2026-08-06
AMGN
-1.32%AMGEN INC
Shares1.5K
Event2026-06-30
Filed2026-08-06
DHR
6.84%DANAHER CORP DEL
Shares2.8K
Event2026-06-30
Filed2026-08-06
XLF
1.46%SELECT SECTOR SPDR TR
Shares9.9K
Event2026-06-30
Filed2026-08-06
LHX
-1.43%L3HARRIS TECHNOLOGIES INC
Shares1.8K
Event2026-06-30
Filed2026-08-06
XLY
-1.12%SELECT SECTOR SPDR TR
Shares4.4K
Event2026-06-30
Filed2026-08-06
PFE
10.39%PFIZER INC
Shares21.5K
Event2026-06-30
Filed2026-08-06
ADP
-44.55%AUTOMATIC DATA PROCESSING IN
Shares2.3K
Event2026-06-30
Filed2026-08-06
FDX
5.10%FEDEX CORP
Shares1.6K
Event2026-06-30
Filed2026-08-06
ET
8.76%ENERGY TRANSFER L P
Shares25.7K
Event2026-06-30
Filed2026-08-06
FEBW
0.00%AIM ETF PRODUCTS TRUST
Shares13.8K
Event2026-06-30
Filed2026-08-06
CL
-5.23%COLGATE PALMOLIVE CO
Shares5.3K
Event2026-06-30
Filed2026-08-06
CRSP
0.00%CRISPR THERAPEUTICS AG
Shares8.9K
Event2026-06-30
Filed2026-08-06
VOE
0.00%VANGUARD INDEX FDS
Shares2.4K
Event2026-06-30
Filed2026-08-06
CWK
0.00%CUSHMAN AND WAKEFIELD LTD
Shares35.1K
Event2026-06-30
Filed2026-08-06
BEP
0.00%BROOKFIELD RENEWABLE ENERGY
Shares13.4K
Event2026-06-30
Filed2026-08-06
FTNT
NewFORTINET INC
Shares3.0K
Event2026-06-30
Filed2026-08-06
SLB
3.35%SLB LIMITED
Shares9.9K
Event2026-06-30
Filed2026-08-06
DE
0.00%DEERE & CO
Shares716
Event2026-06-30
Filed2026-08-06
CHUBB LIMITED
2.15%CHUBB LIMITED
Shares1.3K
Event2026-06-30
Filed2026-08-06
ARES CAPITAL CORP
40.72%ARES CAPITAL CORP
Shares24.4K
Event2026-06-30
Filed2026-08-06
SPSM
-6.39%SPDR SERIES TRUST
Shares7.8K
Event2026-06-30
Filed2026-08-06
VANECK ETF TRUST
1.29%VANECK ETF TRUST
Shares5.9K
Event2026-06-30
Filed2026-08-06
TIP
-1.02%ISHARES TR
Shares4.1K
Event2026-06-30
Filed2026-08-06
IIM
0.00%INVESCO VALUE MUN INCOME TR
Shares34.8K
Event2026-06-30
Filed2026-08-06
WASTE MGMT INC DEL
0.05%WASTE MGMT INC DEL
Shares2.0K
Event2026-06-30
Filed2026-08-06
FFIN
-7.29%FIRST FINL BANKSHARES INC
Shares12.7K
Event2026-06-30
Filed2026-08-06
ASML
-2.22%ASML HLDG NV
Shares220
Event2026-06-30
Filed2026-08-06
AEE
3.75%AMEREN CORP
Shares3.9K
Event2026-06-30
Filed2026-08-06
VO
367.73%VANGUARD INDEX FDS
Shares5.4K
Event2026-06-30
Filed2026-08-06
IEF
0.00%ISHARES TR
Shares4.6K
Event2026-06-30
Filed2026-08-06
GD
0.00%GENERAL DYNAMICS CORP
Shares1.2K
Event2026-06-30
Filed2026-08-06
NOC
0.00%NORTHROP GRUMMAN CORP
Shares831
Event2026-06-30
Filed2026-08-06
KMI
4.26%KINDER MORGAN INC DEL
Shares13.1K
Event2026-06-30
Filed2026-08-06
NUE
0.00%NUCOR CORP
Shares1.8K
Event2026-06-30
Filed2026-08-06
SYM
0.00%SYMBOTIC INC
Shares9.0K
Event2026-06-30
Filed2026-08-06
MFM
-9.00%ABERDEEN MUN INCOME FD
Shares70.3K
Event2026-06-30
Filed2026-08-06
MGY
0.00%MAGNOLIA OIL & GAS CORP
Shares15.4K
Event2026-06-30
Filed2026-08-06
CARR
1.92%CARRIER GLOBAL CORPORATION
Shares5.4K
Event2026-06-30
Filed2026-08-06
DECW
0.00%AIM ETF PRODUCTS TRUST
Shares11.0K
Event2026-06-30
Filed2026-08-06
MS
2.81%MORGAN STANLEY
Shares1.9K
Event2026-06-30
Filed2026-08-06
CR
0.00%CRANE COMPANY
Shares1.7K
Event2026-06-30
Filed2026-08-06
INVESCO EXCH TRADED FD TR II
-40.93%INVESCO EXCH TRADED FD TR II
Shares16.5K
Event2026-06-30
Filed2026-08-06
SBR
0.17%SABINE RTY TR
Shares5.3K
Event2026-06-30
Filed2026-08-06
EMR
11.75%EMERSON ELEC CO
Shares2.7K
Event2026-06-30
Filed2026-08-06
ETB
0.06%EATON VANCE TAX MNGED BUY WR
Shares24.6K
Event2026-06-30
Filed2026-08-06
MDLZ
-47.35%MONDELEZ INTL INC
Shares6.6K
Event2026-06-30
Filed2026-08-06
UPS
-0.76%UNITED PARCEL SVCS INC
Shares3.5K
Event2026-06-30
Filed2026-08-06
DBA
0.00%INVESCO DB MULTI-SECTOR COMM
Shares14.2K
Event2026-06-30
Filed2026-08-06
KMB
-2.44%KIMBERLY-CLARK CORP
Shares3.4K
Event2026-06-30
Filed2026-08-06
TXNM
-0.99%TXNM ENERGY INC
Shares6.6K
Event2026-06-30
Filed2026-08-06
XLB
-0.35%SELECT SECTOR SPDR TR
Shares7.3K
Event2026-06-30
Filed2026-08-06
DFUS
0.00%DIMENSIONAL ETF TRUST
Shares4.5K
Event2026-06-30
Filed2026-08-06
PRU
-1.86%PRUDENTIAL FINL INC
Shares3.4K
Event2026-06-30
Filed2026-08-06
XLC
-5.43%SELECT SECTOR SPDR TR
Shares3.4K
Event2026-06-30
Filed2026-08-06
ACCENTURE PLC IRELAND
-41.20%ACCENTURE PLC IRELAND
Shares2.9K
Event2026-06-30
Filed2026-08-06
ITOT
NewISHARES TR
Shares2.2K
Event2026-06-30
Filed2026-08-06
EMN
1.10%EASTMAN CHEM CO
Shares5.3K
Event2026-06-30
Filed2026-08-06
APPLIED MATLS INC
NewAPPLIED MATLS INC
Shares491
Event2026-06-30
Filed2026-08-06
NVS
0.00%NOVARTIS AG
Shares2.3K
Event2026-06-30
Filed2026-08-06
PALANTIR TECHNOLOGIES INC
98.22%PALANTIR TECHNOLOGIES INC
Shares3.0K
Event2026-06-30
Filed2026-08-06
OEF
-27.63%ISHARES TR
Shares956
Event2026-06-30
Filed2026-08-06
DVN
NewDEVON ENERGY CORP NEW
Shares8.3K
Event2026-06-30
Filed2026-08-06
VUG
532.52%VANGUARD INDEX FDS
Shares3.9K
Event2026-06-30
Filed2026-08-06
AMT
-10.22%AMERICAN TOWER CORP
Shares2.0K
Event2026-06-30
Filed2026-08-06
SBUX
5.20%STARBUCKS CORP
Shares3.2K
Event2026-06-30
Filed2026-08-06
OBDC
5.03%BLUE OWL CAPITAL CORPORATION
Shares30.1K
Event2026-06-30
Filed2026-08-06
VPU
-3.83%VANGUARD WORLD FD
Shares1.7K
Event2026-06-30
Filed2026-08-06
GSBD
24.91%GOLDMAN SACHS BDC INC
Shares34.1K
Event2026-06-30
Filed2026-08-06
HDV
401.30%ISHARES TR
Shares11.6K
Event2026-06-30
Filed2026-08-06
NUW
0.00%NUVEEN AMT-FREE MUN VALUE FD
Shares21.8K
Event2026-06-30
Filed2026-08-06
XOP
42.02%SPDR SERIES TRUST
Shares2.0K
Event2026-06-30
Filed2026-08-06
XEL
0.00%XCEL ENERGY INC
Shares3.9K
Event2026-06-30
Filed2026-08-06
MGM
1.89%MGM RESORTS INTERNATIONAL
Shares6.5K
Event2026-06-30
Filed2026-08-06
SATS
12.99%ECHOSTAR CORP
Shares3.0K
Event2026-06-30
Filed2026-08-06
SYK
-63.49%STRYKER CORPORATION
Shares980
Event2026-06-30
Filed2026-08-06
SHY
-0.84%ISHARES TR
Shares3.8K
Event2026-06-30
Filed2026-08-06
ADI
-3.84%ANALOG DEVICES INC
Shares776
Event2026-06-30
Filed2026-08-06
XLP
5.43%SELECT SECTOR SPDR TR
Shares3.7K
Event2026-06-30
Filed2026-08-06
PAYX
0.32%PAYCHEX INC
Shares3.1K
Event2026-06-30
Filed2026-08-06
FI
NewFISERV INC
Shares6.3K
Event2026-06-30
Filed2026-08-06
ISHARES TR
18.83%ISHARES TR
Shares3.1K
Event2026-06-30
Filed2026-08-06
EMXC
NewISHARES INC
Shares2.9K
Event2026-06-30
Filed2026-08-06
SYY
0.00%SYSCO CORP
Shares3.6K
Event2026-06-30
Filed2026-08-06
IGIB
NewISHARES TR
Shares5.6K
Event2026-06-30
Filed2026-08-06
MPLX
4.04%MPLX LP
Shares5.1K
Event2026-06-30
Filed2026-08-06
TRGP
0.00%TARGA RES CORP
Shares1.1K
Event2026-06-30
Filed2026-08-06
PSA
-11.95%PUBLIC STORAGE
Shares906
Event2026-06-30
Filed2026-08-06
ALPS ETF TR
0.00%ALPS ETF TR
Shares4.2K
Event2026-06-30
Filed2026-08-06
O
3.01%REALTY INCOME CORP
Shares4.6K
Event2026-06-30
Filed2026-08-06
BDX
5.46%BECTON DICKINSON & CO
Shares1.9K
Event2026-06-30
Filed2026-08-06
SHEL
0.00%SHELL PLC
Shares3.6K
Event2026-06-30
Filed2026-08-06
CHRS
-16.47%COHERUS ONCOLOGY INC
Shares201.2K
Event2026-06-30
Filed2026-08-06
BK
6.63%BANK OF NY MELLON CORP
Shares1.9K
Event2026-06-30
Filed2026-08-06
SPLV
0.00%INVESCO EXCH TRADED FD TR II
Shares3.7K
Event2026-06-30
Filed2026-08-06
VGT
NewVANGUARD WORLD FD
Shares2.3K
Event2026-06-30
Filed2026-08-06
MET
4.59%METLIFE INC
Shares3.2K
Event2026-06-30
Filed2026-08-06
FIGR
NewFIGURE TECHNOLOGY SOLUTIO
Shares8.8K
Event2026-06-30
Filed2026-08-06
BTT
0.19%BLACKROCK MUN TARGET TERM TR
Shares11.7K
Event2026-06-30
Filed2026-08-06
MFIC
10.64%MIDCAP FINANCIAL INVSTMNT CO
Shares26.0K
Event2026-06-30
Filed2026-08-06
IWO
NewISHARES TR
Shares664
Event2026-06-30
Filed2026-08-06
MCO
0.17%MOODYS CORP
Shares575
Event2026-06-30
Filed2026-08-06
PMM
0.00%PUTNAM MANAGED MUN INCOME TR
Shares39.7K
Event2026-06-30
Filed2026-08-06
AEP
-2.72%AMERICAN ELEC PWR CO INC
Shares1.9K
Event2026-06-30
Filed2026-08-06
DFAI
0.34%DIMENSIONAL ETF TRUST
Shares6.2K
Event2026-06-30
Filed2026-08-06
CRM
-5.30%SALESFORCE INC
Shares1.6K
Event2026-06-30
Filed2026-08-06
WBD
0.00%WARNER BROS DISCOVERY INC
Shares9.5K
Event2026-06-30
Filed2026-08-06
VCSH
0.00%VANGUARD SCOTTSDALE FDS
Shares3.2K
Event2026-06-30
Filed2026-08-06
SUN
0.00%SUNOCO LP/SUNOCO FIN CORP
Shares3.7K
Event2026-06-30
Filed2026-08-06
XLRE
-0.47%SELECT SECTOR SPDR TR
Shares5.7K
Event2026-06-30
Filed2026-08-06
SEAGATE TECHNOLOGY HLDNGS PL
NewSEAGATE TECHNOLOGY HLDNGS PL
Shares258
Event2026-06-30
Filed2026-08-06
IYY
0.00%ISHARES TR
Shares1.4K
Event2026-06-30
Filed2026-08-06
BIP
0.86%BROOKFIELD INFRASTRUCTURE PA
Shares6.8K
Event2026-06-30
Filed2026-08-06
AVUQ
NewAMERICAN CENTY ETF TR
Shares3.8K
Event2026-06-30
Filed2026-08-06
PTNQ
0.00%PACER FDS TR
Shares2.8K
Event2026-06-30
Filed2026-08-06
IQI
1.18%INVESCO QUALITY MUN INCOME T
Shares24.2K
Event2026-06-30
Filed2026-08-06
MPC
0.00%MARATHON PETE CORP
Shares942
Event2026-06-30
Filed2026-08-06
VANGUARD SCOTTSDALE FDS
NewVANGUARD SCOTTSDALE FDS
Shares1.9K
Event2026-06-30
Filed2026-08-06
XBI
NewSPDR SERIES TRUST
Shares1.5K
Event2026-06-30
Filed2026-08-06
SHOP
0.00%SHOPIFY INC
Shares2.1K
Event2026-06-30
Filed2026-08-06
ALL
0.51%ALLSTATE CORP
Shares988
Event2026-06-30
Filed2026-08-06
IYC
0.04%ISHARES TR
Shares2.3K
Event2026-06-30
Filed2026-08-06
S&P GLOBAL INC
-65.53%S&P GLOBAL INC
Shares575
Event2026-06-30
Filed2026-08-06
IGE
0.05%ISHARES TR
Shares4.1K
Event2026-06-30
Filed2026-08-06
SCHF
0.00%SCHWAB STRATEGIC TR
Shares8.3K
Event2026-06-30
Filed2026-08-06
MCK
0.00%MCKESSON CORP
Shares303
Event2026-06-30
Filed2026-08-06
USB
NewUS BANCORP
Shares3.8K
Event2026-06-30
Filed2026-08-06
LAES
62.78%SEALSQ CORP
Shares72.6K
Event2026-06-30
Filed2026-08-06
JKHY
-50.09%HENRY JACK & ASSOC INC
Shares1.7K
Event2026-06-30
Filed2026-08-06
URA
NewGLOBAL X FDS
Shares4.9K
Event2026-06-30
Filed2026-08-06
FSK
0.00%FS KKR CAP CORP
Shares20.3K
Event2026-06-30
Filed2026-08-06
ANET
NewARISTA NETWORKS INC
Shares1.2K
Event2026-06-30
Filed2026-08-06
AVUS
NewAMERICAN CENTY ETF TR
Shares1.6K
Event2026-06-30
Filed2026-08-06
KIM
NewKIMCO REALTY CORP
Shares8.2K
Event2026-06-30
Filed2026-08-06
AWK
-65.76%AMERICAN WTR WKS CO INC NEW
Shares1.6K
Event2026-06-30
Filed2026-08-06
UTF
NewCOHEN & STEERS INFRASTRUCTUR
Shares7.5K
Event2026-06-30
Filed2026-08-06
EXR
NewEXTRA SPACE STORAGE INC
Shares1.4K
Event2026-06-30
Filed2026-08-06
TLH
-44.33%ISHARES TR
Shares2.0K
Event2026-06-30
Filed2026-08-06
KR
0.05%KROGER CO
Shares3.7K
Event2026-06-30
Filed2026-08-06
AVDV
NewAMERICAN CENTY ETF TR
Shares2.0K
Event2026-06-30
Filed2026-08-06
OXY
-4.58%OCCIDENTAL PETE CORP
Shares4.1K
Event2026-06-30
Filed2026-08-06
IDU
0.00%ISHARES TR
Shares1.7K
Event2026-06-30
Filed2026-08-06
MQY
0.00%BLACKROCK MUNIYILD QULT FD I
Shares16.7K
Event2026-06-30
Filed2026-08-06
NXP
-7.52%NUVEEN SELECT TAX-FREE INCOM
Shares12.9K
Event2026-06-30
Filed2026-08-06
LIEN
20.69%CHICAGO ATLANTIC BDC INC
Shares17.5K
Event2026-06-30
Filed2026-08-06
JPC
-4.36%NUVEEN PFD & INCOME OPPORTUN
Shares21.3K
Event2026-06-30
Filed2026-08-06
NBH
0.00%NEUBERGER MUN FD INC
Shares14.8K
Event2026-06-30
Filed2026-08-06
JOBY
0.00%JOBY AVIATION INC
Shares17.4K
Event2026-06-30
Filed2026-08-06
ETW
39.95%EATON VANCE TAX-MANAGED GLOB
Shares16.0K
Event2026-06-30
Filed2026-08-06
JGH
2.15%NUVEEN GLOBAL HIGH INCOME FD
Shares12.0K
Event2026-06-30
Filed2026-08-06
NMZ
0.00%NUVEEN MUN HIGH INCOME OPPOR
Shares14.3K
Event2026-06-30
Filed2026-08-06
PMO
0.00%PUTNAM MUN OPPORTUNITIES TR
Shares11.9K
Event2026-06-30
Filed2026-08-06
BTZ
0.00%BLACKROCK CR ALLOCATION
Shares11.0K
Event2026-06-30
Filed2026-08-06
NNY
0.00%NUVEEN N Y MUN VALUE FD
Shares11.4K
Event2026-06-30
Filed2026-08-06
FSCO
0.00%FS CREDIT OPPORTUNITIES CORP
Shares12.1K
Event2026-06-30
Filed2026-08-06
SLND
-11.04%SOUTHLAND HLDGS INC
Shares80.6K
Event2026-06-30
Filed2026-08-06
LXEO
NewLEXEO THERAPEUTICS INC
Shares10.0K
Event2026-06-30
Filed2026-08-06
SLI
-35.29%STANDARD LITHIUM CORP
Shares14.0K
Event2026-06-30
Filed2026-08-06
PSEC
NewPROSPECT CAP CORP
Shares13.4K
Event2026-06-30
Filed2026-08-06
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available