Sponsored

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

Currently, Wealth Management Partners, LLC holds 154 types of securities in its portfolio with a total value $425.0M. In the most recent quarter, they have increased their positions in CNEQ (+75.5K shares, valued at $3.1M), N/A (+11.4K shares, valued at $1.9M), CRWV (+12.3K shares, valued at $1.2M); decreased their positions in ALAB (-16.4K shares, valued at $7.9M), ITA (-6.4K shares, valued at $1.6M), NVDA (-5.0K shares, valued at $1.0M); initiated new positions in N/A (+11.4K shares, valued at $1.9M), NBIS (+1.4K shares, valued at $388.3K), CCL (+12.0K shares, valued at $343.3K).

1M P&L

+4.4M+1.30%

3M P&L

+14.5M+4.43%

HY P&L

+47.7M+16.24%

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/A194.6M

54.7%

2Semiconductors66.5M

18.7%

3Software - Infrastructure16.3M

4.6%

Top Industries by Stock Count

1N/A61 stocks

50.0%

2Semiconductors11 stocks

9.0%

3Internet Content & Information3 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVNM AMERICAN CENTY ETF TR384.2K shares0.84%2026-06-302026-07-22

NVDA NVIDIA CORPORATION153.1K shares-3.18%2026-06-302026-07-22

QQQ INVESCO QQQ TR36.5K shares-2.24%2026-06-302026-07-22

AVMC AMERICAN CENTY ETF TR218.3K shares0.52%2026-06-302026-07-22

ISHARES TR ISHARES TR19.8K shares0.26%2026-06-302026-07-22

AAPL APPLE INC50.6K shares-0.97%2026-06-302026-07-22

IAU ISHARES GOLD TR177.8K shares-2.77%2026-06-302026-07-22

DFAS DIMENSIONAL ETF TRUST153.4K shares3.52%2026-06-302026-07-22

Sponsored

ALAB ASTERA LABS INC25.8K shares-38.84%2026-06-302026-07-22

MU MICRON TECHNOLOGY INC9.5K shares5.95%2026-06-302026-07-22

MSFT MICROSOFT CORP22.7K shares5.17%2026-06-302026-07-22

FDN FIRST TR EXCHANGE-TRADED FD31.6K shares-1.06%2026-06-302026-07-22

APPLIED MATLS INC APPLIED MATLS INC11.0K shares0.21%2026-06-302026-07-22

AMZN AMAZON COM INC32.8K shares6.57%2026-06-302026-07-22

TSLA TESLA INC16.0K shares2.81%2026-06-302026-07-22

GOOG ALPHABET INC19.0K shares-0.69%2026-06-302026-07-22

Sponsored

AMD ADVANCED MICRO DEVICES INC10.4K shares0.47%2026-06-302026-07-22

RWL INVESCO EXCH TRADED FD TR II44.8K shares-1.31%2026-06-302026-07-22

ARTY ISHARES TR65.6K shares6.32%2026-06-302026-07-22

ARK ETF TR ARK ETF TR34.5K shares0.91%2026-06-302026-07-22

FAD FIRST TR EXCHANGE-TRADED ALP25.0K shares0.18%2026-06-302026-07-22

TSM TAIWAN SEMICONDUCTOR MANUFAC9.3K shares-0.15%2026-06-302026-07-22

CRWV COREWEAVE INC44.7K shares37.89%2026-06-302026-07-22

VYM VANGUARD WHITEHALL FDS28.1K shares-1.43%2026-06-302026-07-22

Sponsored

IUSV ISHARES TR40.0K shares-0.32%2026-06-302026-07-22

VRT VERTIV HOLDINGS CO12.9K shares-7.19%2026-06-302026-07-22

FNY FIRST TR EXCHANGE-TRADED ALP36.7K shares0.86%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO12.4K shares5.11%2026-06-302026-07-22

BROADCOM INC BROADCOM INC10.4K shares-1.08%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.2K shares0.17%2026-06-302026-07-22

CNEQ THE ALGER ETF TRUST92.9K shares435.57%2026-06-302026-07-22

ASML ASML HLDG NV1.9K shares-0.83%2026-06-302026-07-22

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP25.4K shares-2.90%2026-06-302026-07-22

PANW PALO ALTO NETWORKS INC10.1K shares0.97%2026-06-302026-07-22

IEMG ISHARES INC39.4K shares22.27%2026-06-302026-07-22

IJR ISHARES TR21.9K shares0.49%2026-06-302026-07-22

CAT CATERPILLAR INC2.9K shares-5.27%2026-06-302026-07-22

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION3.0K shares-0.13%2026-06-302026-07-22

GFLW VICTORY PORTFOLIOS II80.4K shares17.44%2026-06-302026-07-22

USMV ISHARES TR25.3K shares-5.13%2026-06-302026-07-22

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC20.7K shares-4.12%2026-06-302026-07-22

ARK ETF TR ARK ETF TR17.5K shares0.54%2026-06-302026-07-22

CVX CHEVRON CORPORATION13.5K shares-4.30%2026-06-302026-07-22

LLY ELI LILLY & CO1.8K shares48.56%2026-06-302026-07-22

HD HOME DEPOT INC6.1K shares-2.38%2026-06-302026-07-22

REMX VANECK ETF TRUST23.5K shares9.23%2026-06-302026-07-22

AVEM AMERICAN CENTY ETF TR20.4K shares-1.73%2026-06-302026-07-22

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP11.4K sharesnew addition2026-06-302026-07-22

Sponsored

WMT WALMART INC17.0K shares2.21%2026-06-302026-07-22

JOET VIRTUS ETF TR II40.0K shares-24.80%2026-06-302026-07-22

AVUS AMERICAN CENTY ETF TR14.1K shares-3.15%2026-06-302026-07-22

CLOUDFLARE INC CLOUDFLARE INC6.7K shares2.81%2026-06-302026-07-22

IEO ISHARES TR14.7K shares-5.60%2026-06-302026-07-22

ISHARES TR ISHARES TR15.7K shares0.80%2026-06-302026-07-22

IUSG ISHARES TR8.0K shares-1.66%2026-06-302026-07-22

IJH ISHARES TR19.4K shares-0.06%2026-06-302026-07-22

Sponsored

EEMA ISHARES INC12.6K shares0.29%2026-06-302026-07-22

GOOGL ALPHABET INC4.1K shares-5.02%2026-06-302026-07-22

DIA STATE STR SPDR DOW JONES IND2.8K shares0.00%2026-06-302026-07-22

VISA INC VISA INC4.1K shares0.00%2026-06-302026-07-22

RIO RIO TINTO PLC14.9K shares-0.45%2026-06-302026-07-22

VTV VANGUARD INDEX FDS6.3K shares-2.44%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC2.3K shares-2.66%2026-06-302026-07-22

SMMT SUMMIT THERAPEUTICS INC89.3K shares39.96%2026-06-302026-07-22

Sponsored

IEZ ISHARES TR47.2K shares-9.70%2026-06-302026-07-22

DSI ISHARES TR8.8K shares-2.29%2026-06-302026-07-22

IWP ISHARES TR8.5K shares-0.51%2026-06-302026-07-22

GS GOLDMAN SACHS GROUP INC1.2K shares1.26%2026-06-302026-07-22

GEV GE VERNOVA INC1.0K shares6.35%2026-06-302026-07-22

QBTS D-WAVE QUANTUM INC49.1K shares17.60%2026-06-302026-07-22

IYF ISHARES TR9.2K shares0.49%2026-06-302026-07-22

IJS ISHARES TR8.5K shares-4.69%2026-06-302026-07-22

Sponsored

IYE ISHARES TR20.1K shares-6.99%2026-06-302026-07-22

IWV ISHARES TR2.6K shares0.00%2026-06-302026-07-22

FREEPORT MCMORAN INC FREEPORT MCMORAN INC17.5K shares-4.61%2026-06-302026-07-22

SHOP SHOPIFY INC9.6K shares-5.89%2026-06-302026-07-22

ABBVIE INC ABBVIE INC4.3K shares0.02%2026-06-302026-07-22

ORACLE CORP ORACLE CORP7.1K shares45.52%2026-06-302026-07-22

RGTI RIGETTI COMPUTING INC51.7K shares15.60%2026-06-302026-07-22

VUG VANGUARD INDEX FDS11.4K shares463.84%2026-06-302026-07-22

Sponsored

SOXX ISHARES TR1.5K shares18.34%2026-06-302026-07-22

DAL DELTA AIR LINES INC10.1K shares-13.34%2026-06-302026-07-22

XBI SPDR SERIES TRUST5.9K shares38.83%2026-06-302026-07-22

OKLO OKLO INC17.4K shares6.47%2026-06-302026-07-22

IONQ INC IONQ INC16.7K shares22.37%2026-06-302026-07-22

VZ VERIZON COMMUNICATIONS INC20.1K shares-1.22%2026-06-302026-07-22

CRDO CREDO TECHNOLOGY GROUP HOLDI3.1K shares-1.26%2026-06-302026-07-22

JAAA JANUS DETROIT STR TR16.5K shares-2.39%2026-06-302026-07-22

Sponsored

RTX CORPORATION RTX CORPORATION4.3K shares9.50%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON3.2K shares13.38%2026-06-302026-07-22

ISRG INTUITIVE SURGICAL INC2.1K shares-3.70%2026-06-302026-07-22

IYM ISHARES TR4.5K shares2.24%2026-06-302026-07-22

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.8K shares-0.83%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares0.00%2026-06-302026-07-22

XAGG MORGAN STANLEY ETF TRUST14.3K shares237.85%2026-06-302026-07-22

LEU CENTRUS ENERGY CORP4.2K shares43.40%2026-06-302026-07-22

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.9K shares-10.67%2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS2.9K shares0.00%2026-06-302026-07-22

IWF ISHARES TR5.5K shares300.00%2026-06-302026-07-22

ARK ETF TR ARK ETF TR15.3K shares79.04%2026-06-302026-07-22

GLD SPDR GOLD TR1.7K shares-3.32%2026-06-302026-07-22

CISCO SYS INC CISCO SYS INC5.1K shares0.00%2026-06-302026-07-22

UPS UNITED PARCEL SVCS INC5.5K shares-17.70%2026-06-302026-07-22

GNOM GLOBAL X FDS10.1K shares81.60%2026-06-302026-07-22

Sponsored

NFLT ETFIS SER TR I25.0K shares-27.09%2026-06-302026-07-22

C CITIGROUP INC4.1K shares-7.88%2026-06-302026-07-22

SCHD SCHWAB STRATEGIC TR18.0K shares-1.64%2026-06-302026-07-22

IYJ ISHARES TR3.3K shares0.00%2026-06-302026-07-22

IXC ISHARES TR11.0K shares-14.41%2026-06-302026-07-22

IREN IREN LIMITED11.8K shares-5.91%2026-06-302026-07-22

EXI ISHARES TR2.7K shares6.64%2026-06-302026-07-22

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F8.6K shares-55.12%2026-06-302026-07-22

Sponsored

SYLD CAMBRIA ETF TR6.6K shares-3.40%2026-06-302026-07-22

SYY SYSCO CORP6.2K shares-3.80%2026-06-302026-07-22

IBB ISHARES TR2.7K shares0.19%2026-06-302026-07-22

CIPHER DIGITAL INC CIPHER DIGITAL INC20.5K shares-10.71%2026-06-302026-07-22

NEXTERA ENERGY INC NEXTERA ENERGY INC5.5K shares-13.32%2026-06-302026-07-22

RSG REPUBLIC SVCS INC2.3K shares0.00%2026-06-302026-07-22

PNC PNC FINL SVCS GROUP INC1.9K shares-5.39%2026-06-302026-07-22

ITA ISHARES TR2.0K shares-76.63%2026-06-302026-07-22

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL2.1K shares0.00%2026-06-302026-07-22

PG PROCTER & GAMBLE CO3.0K shares-2.28%2026-06-302026-07-22

BALT INNOVATOR ETFS TRUST12.4K shares-4.96%2026-06-302026-07-22

IWD ISHARES TR1.7K shares0.00%2026-06-302026-07-22

IBIT ISHARES BITCOIN TRUST ETF11.8K shares47.79%2026-06-302026-07-22

NBIS NEBIUS GROUP N.V.1.4K sharesnew addition2026-06-302026-07-22

JEPI J P MORGAN EXCHANGE TRADED F6.6K shares-9.99%2026-06-302026-07-22

IBRX IMMUNITYBIO INC39.9K shares0.00%2026-06-302026-07-22

Sponsored

AXP AMERICAN EXPRESS CO1.0K shares0.00%2026-06-302026-07-22

CCL CARNIVAL CORP LTD12.0K sharesnew addition2026-06-302026-07-22

HOOD ROBINHOOD MKTS INC3.1K shares-18.21%2026-06-302026-07-22

FLUOR CORP FLUOR CORP5.5K shares0.00%2026-06-302026-07-22

ITOT ISHARES TR1.8K shares0.00%2026-06-302026-07-22

TOL TOLL BROTHERS INC1.7K sharesnew addition2026-06-302026-07-22

ITW ILLINOIS TOOL WKS INC1.0K shares0.00%2026-06-302026-07-22

IWM ISHARES TR923 shares-5.14%2026-06-302026-07-22

Sponsored

MRVL MARVELL TECHNOLOGY INC915 sharesnew addition2026-06-302026-07-22

IYW ISHARES TR1.1K sharesnew addition2026-06-302026-07-22

SERVICENOW INC SERVICENOW INC2.6K sharesnew addition2026-06-302026-07-22

WFC WELLS FARGO & CO3.1K shares-3.43%2026-06-302026-07-22

UNP UNION PAC CORP936 shares0.00%2026-06-302026-07-22

MPWR MONOLITHIC PWR SYS INC175 sharesnew addition2026-06-302026-07-22

ALL ALLSTATE CORP999 shares0.00%2026-06-302026-07-22

SHW SHERWIN WILLIAMS CO675 shares-19.64%2026-06-302026-07-22

Sponsored

INTC INTEL CORP1.7K sharesnew addition2026-06-302026-07-22

RCAT RED CAT HLDGS INC21.5K shares7.72%2026-06-302026-07-22

IVW ISHARES TR1.6K sharesnew addition2026-06-302026-07-22

MRK MERCK & CO INC1.7K shares0.00%2026-06-302026-07-22

TXN TEXAS INSTRS INC738 sharesnew addition2026-06-302026-07-22

VGT VANGUARD WORLD FD1.8K sharesnew addition2026-06-302026-07-22

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL210 sharesnew addition2026-06-302026-07-22

NVTS NAVITAS SEMICONDUCTOR CORP11.0K shares-58.17%2026-06-302026-07-22

Sponsored

OUTLOOK THERAPEUTICS INC OUTLOOK THERAPEUTICS INC118.2K sharesnew addition2026-06-302026-07-22

PMI PICARD MEDICAL INC50.1K shares78.25%2026-06-302026-07-22

AVNM

AMERICAN CENTY ETF TR

0.84%

Shares384.2K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

-3.18%

Shares153.1K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

-2.24%

Shares36.5K

Event2026-06-30

Filed2026-07-22

AVMC

AMERICAN CENTY ETF TR

0.52%

Shares218.3K

Event2026-06-30

Filed2026-07-22

ISHARES TR

0.26%

Shares19.8K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

-0.97%

Shares50.6K

Event2026-06-30

Filed2026-07-22

IAU

ISHARES GOLD TR

-2.77%

Shares177.8K

Event2026-06-30

Filed2026-07-22

DFAS

DIMENSIONAL ETF TRUST

3.52%

Shares153.4K

Event2026-06-30

Filed2026-07-22

ALAB

ASTERA LABS INC

-38.84%

Shares25.8K

Event2026-06-30

Filed2026-07-22

MICRON TECHNOLOGY INC

5.95%

Shares9.5K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

5.17%

Shares22.7K

Event2026-06-30

Filed2026-07-22

FDN

FIRST TR EXCHANGE-TRADED FD

-1.06%

Shares31.6K

Event2026-06-30

Filed2026-07-22

APPLIED MATLS INC

0.21%

Shares11.0K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

6.57%

Shares32.8K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

2.81%

Shares16.0K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

-0.69%

Shares19.0K

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

0.47%

Shares10.4K

Event2026-06-30

Filed2026-07-22

RWL

INVESCO EXCH TRADED FD TR II

-1.31%

Shares44.8K

Event2026-06-30

Filed2026-07-22

ARTY

ISHARES TR

6.32%

Shares65.6K

Event2026-06-30

Filed2026-07-22

ARK ETF TR

0.91%

Shares34.5K

Event2026-06-30

Filed2026-07-22

FAD

FIRST TR EXCHANGE-TRADED ALP

0.18%

Shares25.0K

Event2026-06-30

Filed2026-07-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.15%

Shares9.3K

Event2026-06-30

Filed2026-07-22

CRWV

COREWEAVE INC

37.89%

Shares44.7K

Event2026-06-30

Filed2026-07-22

VYM

VANGUARD WHITEHALL FDS

-1.43%

Shares28.1K

Event2026-06-30

Filed2026-07-22

IUSV

ISHARES TR

-0.32%

Shares40.0K

Event2026-06-30

Filed2026-07-22

VRT

VERTIV HOLDINGS CO

-7.19%

Shares12.9K

Event2026-06-30

Filed2026-07-22

FNY

FIRST TR EXCHANGE-TRADED ALP

0.86%

Shares36.7K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

5.11%

Shares12.4K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

-1.08%

Shares10.4K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

0.17%

Shares5.2K

Event2026-06-30

Filed2026-07-22

CNEQ

THE ALGER ETF TRUST

435.57%

Shares92.9K

Event2026-06-30

Filed2026-07-22

ASML

ASML HLDG NV

-0.83%

Shares1.9K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

-2.90%

Shares25.4K

Event2026-06-30

Filed2026-07-22

PANW

PALO ALTO NETWORKS INC

0.97%

Shares10.1K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

22.27%

Shares39.4K

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

0.49%

Shares21.9K

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

-5.27%

Shares2.9K

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

-0.13%

Shares3.0K

Event2026-06-30

Filed2026-07-22

GFLW

VICTORY PORTFOLIOS II

17.44%

Shares80.4K

Event2026-06-30

Filed2026-07-22

USMV

ISHARES TR

-5.13%

Shares25.3K

Event2026-06-30

Filed2026-07-22

PALANTIR TECHNOLOGIES INC

-4.12%

Shares20.7K

Event2026-06-30

Filed2026-07-22

ARK ETF TR

0.54%

Shares17.5K

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

-4.30%

Shares13.5K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

48.56%

Shares1.8K

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

-2.38%

Shares6.1K

Event2026-06-30

Filed2026-07-22

REMX

VANECK ETF TRUST

9.23%

Shares23.5K

Event2026-06-30

Filed2026-07-22

AVEM

AMERICAN CENTY ETF TR

-1.73%

Shares20.4K

Event2026-06-30

Filed2026-07-22

SPACE EXPLORATION TECHN CORP

New

Shares11.4K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

2.21%

Shares17.0K

Event2026-06-30

Filed2026-07-22

JOET

VIRTUS ETF TR II

-24.80%

Shares40.0K

Event2026-06-30

Filed2026-07-22

AVUS

AMERICAN CENTY ETF TR

-3.15%

Shares14.1K

Event2026-06-30

Filed2026-07-22

CLOUDFLARE INC

2.81%

Shares6.7K

Event2026-06-30

Filed2026-07-22

IEO

ISHARES TR

-5.60%

Shares14.7K

Event2026-06-30

Filed2026-07-22

ISHARES TR

0.80%

Shares15.7K

Event2026-06-30

Filed2026-07-22

IUSG

ISHARES TR

-1.66%

Shares8.0K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

-0.06%

Shares19.4K

Event2026-06-30

Filed2026-07-22

EEMA

ISHARES INC

0.29%

Shares12.6K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

-5.02%

Shares4.1K

Event2026-06-30

Filed2026-07-22

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-22

VISA INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-22

RIO

RIO TINTO PLC

-0.45%

Shares14.9K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

-2.44%

Shares6.3K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

-2.66%

Shares2.3K

Event2026-06-30

Filed2026-07-22

SMMT

SUMMIT THERAPEUTICS INC

39.96%

Shares89.3K

Event2026-06-30

Filed2026-07-22

IEZ

ISHARES TR

-9.70%

Shares47.2K

Event2026-06-30

Filed2026-07-22

DSI

ISHARES TR

-2.29%

Shares8.8K

Event2026-06-30

Filed2026-07-22

IWP

ISHARES TR

-0.51%

Shares8.5K

Event2026-06-30

Filed2026-07-22

GOLDMAN SACHS GROUP INC

1.26%

Shares1.2K

Event2026-06-30

Filed2026-07-22

GEV

GE VERNOVA INC

6.35%

Shares1.0K

Event2026-06-30

Filed2026-07-22

QBTS

D-WAVE QUANTUM INC

17.60%

Shares49.1K

Event2026-06-30

Filed2026-07-22

IYF

ISHARES TR

0.49%

Shares9.2K

Event2026-06-30

Filed2026-07-22

IJS

ISHARES TR

-4.69%

Shares8.5K

Event2026-06-30

Filed2026-07-22

IYE

ISHARES TR

-6.99%

Shares20.1K

Event2026-06-30

Filed2026-07-22

IWV

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-22

FREEPORT MCMORAN INC

-4.61%

Shares17.5K

Event2026-06-30

Filed2026-07-22

SHOP

SHOPIFY INC

-5.89%

Shares9.6K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

0.02%

Shares4.3K

Event2026-06-30

Filed2026-07-22

ORACLE CORP

45.52%

Shares7.1K

Event2026-06-30

Filed2026-07-22

RGTI

RIGETTI COMPUTING INC

15.60%

Shares51.7K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

463.84%

Shares11.4K

Event2026-06-30

Filed2026-07-22

SOXX

ISHARES TR

18.34%

Shares1.5K

Event2026-06-30

Filed2026-07-22

DAL

DELTA AIR LINES INC

-13.34%

Shares10.1K

Event2026-06-30

Filed2026-07-22

XBI

SPDR SERIES TRUST

38.83%

Shares5.9K

Event2026-06-30

Filed2026-07-22

OKLO

OKLO INC

6.47%

Shares17.4K

Event2026-06-30

Filed2026-07-22

IONQ INC

22.37%

Shares16.7K

Event2026-06-30

Filed2026-07-22

VERIZON COMMUNICATIONS INC

-1.22%

Shares20.1K

Event2026-06-30

Filed2026-07-22

CRDO

CREDO TECHNOLOGY GROUP HOLDI

-1.26%

Shares3.1K

Event2026-06-30

Filed2026-07-22

JAAA

JANUS DETROIT STR TR

-2.39%

Shares16.5K

Event2026-06-30

Filed2026-07-22

RTX CORPORATION

9.50%

Shares4.3K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

13.38%

Shares3.2K

Event2026-06-30

Filed2026-07-22

ISRG

INTUITIVE SURGICAL INC

-3.70%

Shares2.1K

Event2026-06-30

Filed2026-07-22

IYM

ISHARES TR

2.24%

Shares4.5K

Event2026-06-30

Filed2026-07-22

UNITEDHEALTH GROUP INC

-0.83%

Shares1.8K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-22

XAGG

MORGAN STANLEY ETF TRUST

237.85%

Shares14.3K

Event2026-06-30

Filed2026-07-22

LEU

CENTRUS ENERGY CORP

43.40%

Shares4.2K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-10.67%

Shares1.9K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-22

IWF

ISHARES TR

300.00%

Shares5.5K

Event2026-06-30

Filed2026-07-22

ARK ETF TR

79.04%

Shares15.3K

Event2026-06-30

Filed2026-07-22

GLD

SPDR GOLD TR

-3.32%

Shares1.7K

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-22

UPS

UNITED PARCEL SVCS INC

-17.70%

Shares5.5K

Event2026-06-30

Filed2026-07-22

GNOM

GLOBAL X FDS

81.60%

Shares10.1K

Event2026-06-30

Filed2026-07-22

NFLT

ETFIS SER TR I

-27.09%

Shares25.0K

Event2026-06-30

Filed2026-07-22

CITIGROUP INC

-7.88%

Shares4.1K

Event2026-06-30

Filed2026-07-22

SCHD

SCHWAB STRATEGIC TR

-1.64%

Shares18.0K

Event2026-06-30

Filed2026-07-22

IYJ

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-22

IXC

ISHARES TR

-14.41%

Shares11.0K

Event2026-06-30

Filed2026-07-22

IREN

IREN LIMITED

-5.91%

Shares11.8K

Event2026-06-30

Filed2026-07-22

EXI

ISHARES TR

6.64%

Shares2.7K

Event2026-06-30

Filed2026-07-22

J P MORGAN EXCHANGE TRADED F

-55.12%

Shares8.6K

Event2026-06-30

Filed2026-07-22

SYLD

CAMBRIA ETF TR

-3.40%

Shares6.6K

Event2026-06-30

Filed2026-07-22

SYY

SYSCO CORP

-3.80%

Shares6.2K

Event2026-06-30

Filed2026-07-22

IBB

ISHARES TR

0.19%

Shares2.7K

Event2026-06-30

Filed2026-07-22

CIPHER DIGITAL INC

-10.71%

Shares20.5K

Event2026-06-30

Filed2026-07-22

NEXTERA ENERGY INC

-13.32%

Shares5.5K

Event2026-06-30

Filed2026-07-22

RSG

REPUBLIC SVCS INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-22

PNC

PNC FINL SVCS GROUP INC

-5.39%

Shares1.9K

Event2026-06-30

Filed2026-07-22

ITA

ISHARES TR

-76.63%

Shares2.0K

Event2026-06-30

Filed2026-07-22

WASTE MGMT INC DEL

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-22

PROCTER & GAMBLE CO

-2.28%

Shares3.0K

Event2026-06-30

Filed2026-07-22

BALT

INNOVATOR ETFS TRUST

-4.96%

Shares12.4K

Event2026-06-30

Filed2026-07-22

IWD

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-22

IBIT

ISHARES BITCOIN TRUST ETF

47.79%

Shares11.8K

Event2026-06-30

Filed2026-07-22

NBIS

NEBIUS GROUP N.V.

New

Shares1.4K

Event2026-06-30

Filed2026-07-22

JEPI

J P MORGAN EXCHANGE TRADED F

-9.99%

Shares6.6K

Event2026-06-30

Filed2026-07-22

IBRX

IMMUNITYBIO INC

0.00%

Shares39.9K

Event2026-06-30

Filed2026-07-22

AXP

AMERICAN EXPRESS CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

CCL

CARNIVAL CORP LTD

New

Shares12.0K

Event2026-06-30

Filed2026-07-22

HOOD

ROBINHOOD MKTS INC

-18.21%

Shares3.1K

Event2026-06-30

Filed2026-07-22

FLUOR CORP

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-22

ITOT

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-22

TOL

TOLL BROTHERS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-22

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

IWM

ISHARES TR

-5.14%

Shares923

Event2026-06-30

Filed2026-07-22

MRVL

MARVELL TECHNOLOGY INC

New

Shares915

Event2026-06-30

Filed2026-07-22

IYW

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-22

SERVICENOW INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-22

WFC

WELLS FARGO & CO

-3.43%

Shares3.1K

Event2026-06-30

Filed2026-07-22

UNP

UNION PAC CORP

0.00%

Shares936

Event2026-06-30

Filed2026-07-22

MPWR

MONOLITHIC PWR SYS INC

New

Shares175

Event2026-06-30

Filed2026-07-22

ALL

ALLSTATE CORP

0.00%

Shares999

Event2026-06-30

Filed2026-07-22

SHW

SHERWIN WILLIAMS CO

-19.64%

Shares675

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

New

Shares1.7K

Event2026-06-30

Filed2026-07-22

RCAT

RED CAT HLDGS INC

7.72%

Shares21.5K

Event2026-06-30

Filed2026-07-22

IVW

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-07-22

MRK

MERCK & CO INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-22

TXN

TEXAS INSTRS INC

New

Shares738

Event2026-06-30

Filed2026-07-22

VGT

VANGUARD WORLD FD

New

Shares1.8K

Event2026-06-30

Filed2026-07-22

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares210

Event2026-06-30

Filed2026-07-22

NVTS

NAVITAS SEMICONDUCTOR CORP

-58.17%

Shares11.0K

Event2026-06-30

Filed2026-07-22

OUTLOOK THERAPEUTICS INC

New

Shares118.2K

Event2026-06-30

Filed2026-07-22

PMI

PICARD MEDICAL INC

78.25%

Shares50.1K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available