Sponsored

The Analysis of Vanguard Capital Wealth Advisors's Holdings & P&L

Currently, Vanguard Capital Wealth Advisors holds 132 types of securities in its portfolio with a total value $147.6M. In the most recent quarter, they have increased their positions in MRVL (+9.6K shares, valued at $2.9M), XLP (+19.3K shares, valued at $1.6M), XLE (+26.4K shares, valued at $1.4M); decreased their positions in MU (-1.5K shares, valued at $1.7M), VLO (-4.1K shares, valued at $1.1M), N/A (-106.0K shares, valued at $1.0M); initiated new positions in MRVL (+9.6K shares, valued at $2.9M), XLP (+19.3K shares, valued at $1.6M), XLE (+26.4K shares, valued at $1.4M).

1M P&L

+4.4M+3.69%

3M P&L

+50.7K+0.04%

HY P&L

+21.3M+20.87%

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

1Semiconductors31.7M

24.1%

2N/A25.4M

19.3%

3Consumer Electronics15.6M

11.9%

Top Industries by Stock Count

1N/A43 stocks

39.4%

2Semiconductors7 stocks

6.4%

3Drug Manufacturers - General5 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC53.9K shares-3.46%2026-06-302026-07-23

MU MICRON TECHNOLOGY INC12.2K shares-10.66%2026-06-302026-07-23

NVDA NVIDIA CORPORATION52.2K shares5.58%2026-06-302026-07-23

AMZN AMAZON COM INC32.5K shares13.47%2026-06-302026-07-23

URI UNITED RENTALS INC5.3K shares0.00%2026-06-302026-07-23

GOOG ALPHABET INC14.0K shares0.00%2026-06-302026-07-23

CAT CATERPILLAR INC3.4K shares-3.02%2026-06-302026-07-23

BA BOEING CO16.9K shares29.56%2026-06-302026-07-23

Sponsored

MS MORGAN STANLEY15.9K shares29.57%2026-06-302026-07-23

BROADCOM INC BROADCOM INC8.3K shares-1.42%2026-06-302026-07-23

MRVL MARVELL TECHNOLOGY INC9.6K sharesnew addition2026-06-302026-07-23

INTC INTEL CORP19.5K shares8.49%2026-06-302026-07-23

TSLA TESLA INC5.3K shares-0.87%2026-06-302026-07-23

CCJ CAMECO CORP21.9K shares53.60%2026-06-302026-07-23

PANW PALO ALTO NETWORKS INC6.2K shares78.50%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC3.4K shares-0.26%2026-06-302026-07-23

Sponsored

GOOGL ALPHABET INC4.8K shares-0.75%2026-06-302026-07-23

SCHX SCHWAB STRATEGIC TR55.9K shares2.72%2026-06-302026-07-23

BAC BANK OF AMER CORP28.2K shares0.74%2026-06-302026-07-23

XLP SELECT SECTOR SPDR TR19.3K sharesnew addition2026-06-302026-07-23

SCHV SCHWAB STRATEGIC TR43.2K shares0.41%2026-06-302026-07-23

LTPZ PIMCO ETF TR29.0K shares33.82%2026-06-302026-07-23

XLE SELECT SECTOR SPDR TR26.4K sharesnew addition2026-06-302026-07-23

XLV SELECT SECTOR SPDR TR8.6K sharesnew addition2026-06-302026-07-23

Sponsored

SLV ISHARES SILVER TR23.1K shares-2.92%2026-06-302026-07-23

SCHD SCHWAB STRATEGIC TR38.6K shares5.47%2026-06-302026-07-23

APH AMPHENOL CORP6.9K shares0.00%2026-06-302026-07-23

MSFT MICROSOFT CORP3.1K shares7.46%2026-06-302026-07-23

ABRDN EMERGING MARKETS EX CH ABRDN EMERGING MARKETS EX CH120.7K shares-46.76%2026-06-302026-07-23

RSPG INVESCO EXCHANGE TRADED FD T11.2K sharesnew addition2026-06-302026-07-23

NETFLIX INC. NETFLIX INC.14.2K shares56.87%2026-06-302026-07-23

ABBVIE INC ABBVIE INC3.9K shares4.52%2026-06-302026-07-23

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL1.9K shares0.00%2026-06-302026-07-23

KRE SPDR SERIES TRUST12.5K sharesnew addition2026-06-302026-07-23

MCD MCDONALDS CORP3.3K shares0.37%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC1.5K shares4.83%2026-06-302026-07-23

LLY ELI LILLY & CO735 shares26.51%2026-06-302026-07-23

FNDB SCHWAB STRATEGIC TR28.9K shares44.62%2026-06-302026-07-23

VANECK ETF TRUST VANECK ETF TRUST9.9K shares34.15%2026-06-302026-07-23

DOMINION ENERGY INC DOMINION ENERGY INC10.8K shares-27.52%2026-06-302026-07-23

Sponsored

FREEPORT MCMORAN INC FREEPORT MCMORAN INC11.7K shares208.38%2026-06-302026-07-23

DELL DELL TECHNOLOGIES INC1.7K shares0.00%2026-06-302026-07-23

ARWR ARROWHEAD PHARMACEUTICALS IN8.8K shares-0.17%2026-06-302026-07-23

LRCX LAM RESEARCH CORP1.6K sharesnew addition2026-06-302026-07-23

NCLH NORWEGIAN CRUISE LINE HLDGS32.8K sharesnew addition2026-06-302026-07-23

KBWP INVESCO EXCH TRADED FD TR II5.2K sharesnew addition2026-06-302026-07-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL652 shares0.31%2026-06-302026-07-23

SCHB SCHWAB STRATEGIC TR21.6K shares-0.28%2026-06-302026-07-23

Sponsored

PM PHILIP MORRIS INTL INC3.4K shares0.21%2026-06-302026-07-23

SCHG SCHWAB STRATEGIC TR17.6K shares0.10%2026-06-302026-07-23

CISCO SYS INC CISCO SYS INC5.0K sharesnew addition2026-06-302026-07-23

QQQ INVESCO QQQ TR765 shares0.00%2026-06-302026-07-23

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR12.3K sharesnew addition2026-06-302026-07-23

ADVISORSHARES TR ADVISORSHARES TR33.3K shares-57.34%2026-06-302026-07-23

TPL TEXAS PACIFIC LAND CORPORATI1.2K shares6.49%2026-06-302026-07-23

COLB COLUMBIA BKG SYS INC16.5K shares20.40%2026-06-302026-07-23

Sponsored

TLT ISHARES TR6.1K shares2.77%2026-06-302026-07-23

BMY BRISTOL-MYERS SQUIBB CO9.1K shares2.24%2026-06-302026-07-23

IAT ISHARES TR8.4K sharesnew addition2026-06-302026-07-23

PG PROCTER & GAMBLE CO3.4K shares-4.09%2026-06-302026-07-23

VLO VALERO ENERGY CORP1.9K shares-68.31%2026-06-302026-07-23

CVX CHEVRON CORPORATION2.8K shares1.81%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.4K shares-31.29%2026-06-302026-07-23

C CITIGROUP INC3.3K shares0.00%2026-06-302026-07-23

Sponsored

RSPN INVESCO EXCHANGE TRADED FD T7.1K sharesnew addition2026-06-302026-07-23

3M CO 3M CO2.8K sharesnew addition2026-06-302026-07-23

EXXON MOBIL CORP EXXON MOBIL CORP3.3K shares-10.86%2026-06-302026-07-23

QCOM QUALCOMM INC2.4K shares23.68%2026-06-302026-07-23

MOBIX LABS INC MOBIX LABS INC203.8K sharesnew addition2026-06-302026-07-23

XLI SELECT SECTOR SPDR TR2.3K sharesnew addition2026-06-302026-07-23

MPC MARATHON PETE CORP1.6K shares-3.02%2026-06-302026-07-23

AWF ALLIANCEBERNSTEIN GLOBAL HIG40.0K shares0.00%2026-06-302026-07-23

Sponsored

XOVR ENTREPRENEURSHARES SERIES TR19.3K sharesnew addition2026-06-302026-07-23

IBB ISHARES TR2.1K sharesnew addition2026-06-302026-07-23

GLD SPDR GOLD TR1.1K shares-8.50%2026-06-302026-07-23

RQI COHEN & STEERS QUALITY INCOM32.0K shares0.00%2026-06-302026-07-23

SNDK SANDISK CORP166 sharesnew addition2026-06-302026-07-23

QYLD GLOBAL X FDS20.3K shares11.18%2026-06-302026-07-23

PSX PHILLIPS 662.2K shares-0.83%2026-06-302026-07-23

VZ VERIZON COMMUNICATIONS INC8.6K shares-28.70%2026-06-302026-07-23

Sponsored

UEC URANIUM ENERGY CORP34.0K shares-1.45%2026-06-302026-07-23

DECK DECKERS OUTDOOR CORP3.6K shares0.00%2026-06-302026-07-23

VXX BARCLAYS BANK PLC15.8K shares88.69%2026-06-302026-07-23

RKLB ROCKET LAB CORP3.3K sharesnew addition2026-06-302026-07-23

IDA IDACORP INC2.2K shares0.64%2026-06-302026-07-23

ABRDN TOTAL DYNAMIC DIVIDEND ABRDN TOTAL DYNAMIC DIVIDEND31.8K shares0.40%2026-06-302026-07-23

NVS NOVARTIS AG2.0K shares0.00%2026-06-302026-07-23

WDC WESTERN DIGITAL CORP503 sharesnew addition2026-06-302026-07-23

Sponsored

HPF HANCOCK JOHN PFD INCOME FD I20.0K shares1.01%2026-06-302026-07-23

JOBY JOBY AVIATION INC33.9K shares51.47%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON1.2K shares-3.01%2026-06-302026-07-23

VHT VANGUARD WORLD FD1.0K sharesnew addition2026-06-302026-07-23

ALAB ASTERA LABS INC600 sharesnew addition2026-06-302026-07-23

BAC-PL BANK OF AMER CORP230 shares0.00%2026-06-302026-07-23

SCHW SCHWAB CHARLES CORP3.1K sharesnew addition2026-06-302026-07-23

GS GOLDMAN SACHS GROUP INC276 shares0.00%2026-06-302026-07-23

Sponsored

ORACLE CORP ORACLE CORP1.9K shares0.00%2026-06-302026-07-23

UNG UNITED STS NAT GAS FD LP23.5K shares-4.08%2026-06-302026-07-23

BX BLACKSTONE INC2.3K shares0.00%2026-06-302026-07-23

IBM INTERNATIONAL BUSINESS MACHS960 shares5.49%2026-06-302026-07-23

THW ABRDN WORLD HEALTHCARE FUND20.0K shares0.00%2026-06-302026-07-23

AVK ADVENT CONV & INCOME FD20.4K shares0.14%2026-06-302026-07-23

VRTX VERTEX PHARMACEUTICALS INC530 shares0.00%2026-06-302026-07-23

CII BLACKROCK ENHANCED LARGE CAP10.0K shares0.00%2026-06-302026-07-23

Sponsored

ETN EATON CORP PLC600 shares-2.28%2026-06-302026-07-23

IVE ISHARES TR1.1K sharesnew addition2026-06-302026-07-23

MFG MIZUHO FINANCIAL GROUP INC25.2K shares98.09%2026-06-302026-07-23

GILD GILEAD SCIENCES INC1.9K shares0.16%2026-06-302026-07-23

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.4K sharesnew addition2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION255 shares0.00%2026-06-302026-07-23

EDV VANGUARD WORLD FD3.6K shares-54.91%2026-06-302026-07-23

IAU ISHARES GOLD TR3.0K sharesnew addition2026-06-302026-07-23

Sponsored

DIS DISNEY WALT CO2.3K shares0.00%2026-06-302026-07-23

KMI KINDER MORGAN INC DEL7.0K shares-1.29%2026-06-302026-07-23

DASH DOORDASH INC1.2K sharesnew addition2026-06-302026-07-23

VCV INVESCO CALIF VALUE MUN INCO20.0K shares0.00%2026-06-302026-07-23

PFN PIMCO INCOME STRATEGY FD II30.0K shares0.00%2026-06-302026-07-23

IEF ISHARES TR2.3K shares0.99%2026-06-302026-07-23

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD2.2K shares0.00%2026-06-302026-07-23

SCHA SCHWAB STRATEGIC TR5.7K sharesnew addition2026-06-302026-07-23

Sponsored

PCAR PACCAR INC1.7K sharesnew addition2026-06-302026-07-23

NFJ VIRTUS DIVIDEND INTEREST & P13.2K shares1.94%2026-06-302026-07-23

CEV EATON VANCE CALIF MUN INCOM16.0K shares-5.88%2026-06-302026-07-23

AGNC INVT CORP AGNC INVT CORP14.0K shares0.00%2026-06-302026-07-23

GRAB GRAB HOLDINGS LIMITED37.9K sharesnew addition2026-06-302026-07-23

NMR NOMURA HLDGS INC12.9K sharesnew addition2026-06-302026-07-23

VERI VERITONE INC69.8K shares0.00%2026-06-302026-07-23

SERV SERVE ROBOTICS INC13.5K shares-5.59%2026-06-302026-07-23

Sponsored

AMZE AMAZE HOLDINGS INC203.7K shares609.84%2026-06-302026-07-23

NAUT NAUTILUS BIOTECHNOLOGY INC13.0K shares0.00%2026-06-302026-07-23

MOBXW MOBIX LABS INC20.0K shares0.00%2026-06-302026-07-23

COHEN & STEERS QUALITY INCOM COHEN & STEERS QUALITY INCOM32.0K sharesnew addition2026-06-302026-07-23

AAPL

APPLE INC

-3.46%

Shares53.9K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

-10.66%

Shares12.2K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

5.58%

Shares52.2K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

13.47%

Shares32.5K

Event2026-06-30

Filed2026-07-23

URI

UNITED RENTALS INC

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

-3.02%

Shares3.4K

Event2026-06-30

Filed2026-07-23

BOEING CO

29.56%

Shares16.9K

Event2026-06-30

Filed2026-07-23

MORGAN STANLEY

29.57%

Shares15.9K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

-1.42%

Shares8.3K

Event2026-06-30

Filed2026-07-23

MRVL

MARVELL TECHNOLOGY INC

New

Shares9.6K

Event2026-06-30

Filed2026-07-23

INTC

INTEL CORP

8.49%

Shares19.5K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

-0.87%

Shares5.3K

Event2026-06-30

Filed2026-07-23

CCJ

CAMECO CORP

53.60%

Shares21.9K

Event2026-06-30

Filed2026-07-23

PANW

PALO ALTO NETWORKS INC

78.50%

Shares6.2K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

-0.26%

Shares3.4K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

-0.75%

Shares4.8K

Event2026-06-30

Filed2026-07-23

SCHX

SCHWAB STRATEGIC TR

2.72%

Shares55.9K

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMER CORP

0.74%

Shares28.2K

Event2026-06-30

Filed2026-07-23

XLP

SELECT SECTOR SPDR TR

New

Shares19.3K

Event2026-06-30

Filed2026-07-23

SCHV

SCHWAB STRATEGIC TR

0.41%

Shares43.2K

Event2026-06-30

Filed2026-07-23

LTPZ

PIMCO ETF TR

33.82%

Shares29.0K

Event2026-06-30

Filed2026-07-23

XLE

SELECT SECTOR SPDR TR

New

Shares26.4K

Event2026-06-30

Filed2026-07-23

XLV

SELECT SECTOR SPDR TR

New

Shares8.6K

Event2026-06-30

Filed2026-07-23

SLV

ISHARES SILVER TR

-2.92%

Shares23.1K

Event2026-06-30

Filed2026-07-23

SCHD

SCHWAB STRATEGIC TR

5.47%

Shares38.6K

Event2026-06-30

Filed2026-07-23

APH

AMPHENOL CORP

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

7.46%

Shares3.1K

Event2026-06-30

Filed2026-07-23

ABRDN EMERGING MARKETS EX CH

-46.76%

Shares120.7K

Event2026-06-30

Filed2026-07-23

RSPG

INVESCO EXCHANGE TRADED FD T

New

Shares11.2K

Event2026-06-30

Filed2026-07-23

NETFLIX INC.

56.87%

Shares14.2K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

4.52%

Shares3.9K

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-23

KRE

SPDR SERIES TRUST

New

Shares12.5K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP

0.37%

Shares3.3K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

4.83%

Shares1.5K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

26.51%

Shares735

Event2026-06-30

Filed2026-07-23

FNDB

SCHWAB STRATEGIC TR

44.62%

Shares28.9K

Event2026-06-30

Filed2026-07-23

VANECK ETF TRUST

34.15%

Shares9.9K

Event2026-06-30

Filed2026-07-23

DOMINION ENERGY INC

-27.52%

Shares10.8K

Event2026-06-30

Filed2026-07-23

FREEPORT MCMORAN INC

208.38%

Shares11.7K

Event2026-06-30

Filed2026-07-23

DELL

DELL TECHNOLOGIES INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-23

ARWR

ARROWHEAD PHARMACEUTICALS IN

-0.17%

Shares8.8K

Event2026-06-30

Filed2026-07-23

LRCX

LAM RESEARCH CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-23

NCLH

NORWEGIAN CRUISE LINE HLDGS

New

Shares32.8K

Event2026-06-30

Filed2026-07-23

KBWP

INVESCO EXCH TRADED FD TR II

New

Shares5.2K

Event2026-06-30

Filed2026-07-23

SEAGATE TECHNOLOGY HLDNGS PL

0.31%

Shares652

Event2026-06-30

Filed2026-07-23

SCHB

SCHWAB STRATEGIC TR

-0.28%

Shares21.6K

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC

0.21%

Shares3.4K

Event2026-06-30

Filed2026-07-23

SCHG

SCHWAB STRATEGIC TR

0.10%

Shares17.6K

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

New

Shares5.0K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

0.00%

Shares765

Event2026-06-30

Filed2026-07-23

SELECT SECTOR SPDR TR

New

Shares12.3K

Event2026-06-30

Filed2026-07-23

ADVISORSHARES TR

-57.34%

Shares33.3K

Event2026-06-30

Filed2026-07-23

TPL

TEXAS PACIFIC LAND CORPORATI

6.49%

Shares1.2K

Event2026-06-30

Filed2026-07-23

COLB

COLUMBIA BKG SYS INC

20.40%

Shares16.5K

Event2026-06-30

Filed2026-07-23

TLT

ISHARES TR

2.77%

Shares6.1K

Event2026-06-30

Filed2026-07-23

BMY

BRISTOL-MYERS SQUIBB CO

2.24%

Shares9.1K

Event2026-06-30

Filed2026-07-23

IAT

ISHARES TR

New

Shares8.4K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

-4.09%

Shares3.4K

Event2026-06-30

Filed2026-07-23

VLO

VALERO ENERGY CORP

-68.31%

Shares1.9K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORPORATION

1.81%

Shares2.8K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

-31.29%

Shares1.4K

Event2026-06-30

Filed2026-07-23

CITIGROUP INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-23

RSPN

INVESCO EXCHANGE TRADED FD T

New

Shares7.1K

Event2026-06-30

Filed2026-07-23

3M CO

New

Shares2.8K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

-10.86%

Shares3.3K

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC

23.68%

Shares2.4K

Event2026-06-30

Filed2026-07-23

MOBIX LABS INC

New

Shares203.8K

Event2026-06-30

Filed2026-07-23

XLI

SELECT SECTOR SPDR TR

New

Shares2.3K

Event2026-06-30

Filed2026-07-23

MPC

MARATHON PETE CORP

-3.02%

Shares1.6K

Event2026-06-30

Filed2026-07-23

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

0.00%

Shares40.0K

Event2026-06-30

Filed2026-07-23

XOVR

ENTREPRENEURSHARES SERIES TR

New

Shares19.3K

Event2026-06-30

Filed2026-07-23

IBB

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-23

GLD

SPDR GOLD TR

-8.50%

Shares1.1K

Event2026-06-30

Filed2026-07-23

RQI

COHEN & STEERS QUALITY INCOM

0.00%

Shares32.0K

Event2026-06-30

Filed2026-07-23

SNDK

SANDISK CORP

New

Shares166

Event2026-06-30

Filed2026-07-23

QYLD

GLOBAL X FDS

11.18%

Shares20.3K

Event2026-06-30

Filed2026-07-23

PSX

PHILLIPS 66

-0.83%

Shares2.2K

Event2026-06-30

Filed2026-07-23

VERIZON COMMUNICATIONS INC

-28.70%

Shares8.6K

Event2026-06-30

Filed2026-07-23

UEC

URANIUM ENERGY CORP

-1.45%

Shares34.0K

Event2026-06-30

Filed2026-07-23

DECK

DECKERS OUTDOOR CORP

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-23

VXX

BARCLAYS BANK PLC

88.69%

Shares15.8K

Event2026-06-30

Filed2026-07-23

RKLB

ROCKET LAB CORP

New

Shares3.3K

Event2026-06-30

Filed2026-07-23

IDA

IDACORP INC

0.64%

Shares2.2K

Event2026-06-30

Filed2026-07-23

ABRDN TOTAL DYNAMIC DIVIDEND

0.40%

Shares31.8K

Event2026-06-30

Filed2026-07-23

NVS

NOVARTIS AG

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

WDC

WESTERN DIGITAL CORP

New

Shares503

Event2026-06-30

Filed2026-07-23

HPF

HANCOCK JOHN PFD INCOME FD I

1.01%

Shares20.0K

Event2026-06-30

Filed2026-07-23

JOBY

JOBY AVIATION INC

51.47%

Shares33.9K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

-3.01%

Shares1.2K

Event2026-06-30

Filed2026-07-23

VHT

VANGUARD WORLD FD

New

Shares1.0K

Event2026-06-30

Filed2026-07-23

ALAB

ASTERA LABS INC

New

Shares600

Event2026-06-30

Filed2026-07-23

BAC-PL

BANK OF AMER CORP

0.00%

Shares230

Event2026-06-30

Filed2026-07-23

SCHW

SCHWAB CHARLES CORP

New

Shares3.1K

Event2026-06-30

Filed2026-07-23

GOLDMAN SACHS GROUP INC

0.00%

Shares276

Event2026-06-30

Filed2026-07-23

ORACLE CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-23

UNG

UNITED STS NAT GAS FD LP

-4.08%

Shares23.5K

Event2026-06-30

Filed2026-07-23

BLACKSTONE INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-23

IBM

INTERNATIONAL BUSINESS MACHS

5.49%

Shares960

Event2026-06-30

Filed2026-07-23

THW

ABRDN WORLD HEALTHCARE FUND

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-23

AVK

ADVENT CONV & INCOME FD

0.14%

Shares20.4K

Event2026-06-30

Filed2026-07-23

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares530

Event2026-06-30

Filed2026-07-23

CII

BLACKROCK ENHANCED LARGE CAP

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-23

ETN

EATON CORP PLC

-2.28%

Shares600

Event2026-06-30

Filed2026-07-23

IVE

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-23

MFG

MIZUHO FINANCIAL GROUP INC

98.09%

Shares25.2K

Event2026-06-30

Filed2026-07-23

GILD

GILEAD SCIENCES INC

0.16%

Shares1.9K

Event2026-06-30

Filed2026-07-23

SPACE EXPLORATION TECHN CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

0.00%

Shares255

Event2026-06-30

Filed2026-07-23

EDV

VANGUARD WORLD FD

-54.91%

Shares3.6K

Event2026-06-30

Filed2026-07-23

IAU

ISHARES GOLD TR

New

Shares3.0K

Event2026-06-30

Filed2026-07-23

DIS

DISNEY WALT CO

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-23

KMI

KINDER MORGAN INC DEL

-1.29%

Shares7.0K

Event2026-06-30

Filed2026-07-23

DASH

DOORDASH INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

VCV

INVESCO CALIF VALUE MUN INCO

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-23

PFN

PIMCO INCOME STRATEGY FD II

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-23

IEF

ISHARES TR

0.99%

Shares2.3K

Event2026-06-30

Filed2026-07-23

ALIBABA GROUP HLDG LTD

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-23

SCHA

SCHWAB STRATEGIC TR

New

Shares5.7K

Event2026-06-30

Filed2026-07-23

PCAR

PACCAR INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-23

NFJ

VIRTUS DIVIDEND INTEREST & P

1.94%

Shares13.2K

Event2026-06-30

Filed2026-07-23

CEV

EATON VANCE CALIF MUN INCOM

-5.88%

Shares16.0K

Event2026-06-30

Filed2026-07-23

AGNC INVT CORP

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-23

GRAB

GRAB HOLDINGS LIMITED

New

Shares37.9K

Event2026-06-30

Filed2026-07-23

NMR

NOMURA HLDGS INC

New

Shares12.9K

Event2026-06-30

Filed2026-07-23

VERI

VERITONE INC

0.00%

Shares69.8K

Event2026-06-30

Filed2026-07-23

SERV

SERVE ROBOTICS INC

-5.59%

Shares13.5K

Event2026-06-30

Filed2026-07-23

AMZE

AMAZE HOLDINGS INC

609.84%

Shares203.7K

Event2026-06-30

Filed2026-07-23

NAUT

NAUTILUS BIOTECHNOLOGY INC

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-23

MOBXW

MOBIX LABS INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-23

COHEN & STEERS QUALITY INCOM

New

Shares32.0K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available