Sponsored

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

Currently, Westmount Partners, LLC holds 260 types of securities in its portfolio with a total value $454.5M. In the most recent quarter, they have increased their positions in AAPL (+11.8K shares, valued at $3.4M), VUG (+34.8K shares, valued at $3.0M), IDMO (+40.0K shares, valued at $2.4M); decreased their positions in ILMN (-12.4K shares, valued at $2.2M), N/A (-6.5K shares, valued at $1.6M), INTC (-7.1K shares, valued at $987.6K); initiated new positions in IDMO (+40.0K shares, valued at $2.4M), ABNB (+7.7K shares, valued at $1.1M), IDEV (+6.8K shares, valued at $607.7K).

1M P&L

+9.9M+2.76%

3M P&L

+10.7M+3.00%

HY P&L

-16.2M-4.22%

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/A132.9M

35.1%

2Consumer Electronics53.4M

14.1%

3Semiconductors31.0M

8.2%

Top Industries by Stock Count

1N/A96 stocks

41.7%

2Semiconductors8 stocks

3.5%

3Drug Manufacturers - General8 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC184.5K shares6.82%2026-06-302026-07-07

NVDA NVIDIA CORPORATION94.2K shares5.17%2026-06-302026-07-07

BROADCOM INC BROADCOM INC48.5K shares0.52%2026-06-302026-07-07

VOO VANGUARD INDEX FDS26.6K shares10.36%2026-06-302026-07-07

MSFT MICROSOFT CORP38.7K shares1.96%2026-06-302026-07-07

AMZN AMAZON COM INC49.4K shares2.92%2026-06-302026-07-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T14.8K shares10.36%2026-06-302026-07-07

GOOGL ALPHABET INC30.7K shares-6.31%2026-06-302026-07-07

Sponsored

VT VANGUARD INTL EQUITY INDEX F59.1K shares5.82%2026-06-302026-07-07

ISHARES TR ISHARES TR12.1K shares3.83%2026-06-302026-07-07

CACI CACI INTL INC19.5K shares-8.66%2026-06-302026-07-07

BRK.B BERKSHIRE HATHAWAY INC DEL17.1K shares-6.40%2026-06-302026-07-07

VANGUARD INDEX FDS VANGUARD INDEX FDS20.9K shares2.54%2026-06-302026-07-07

WMT WALMART INC57.3K shares0.36%2026-06-302026-07-07

QQQ INVESCO QQQ TR8.1K shares-13.63%2026-06-302026-07-07

GOOG ALPHABET INC16.5K shares2.60%2026-06-302026-07-07

Sponsored

IBM INTERNATIONAL BUSINESS MACHS19.6K shares1.47%2026-06-302026-07-07

MRVL MARVELL TECHNOLOGY INC13.8K shares3.39%2026-06-302026-07-07

IJR ISHARES TR27.1K shares3.21%2026-06-302026-07-07

ILMN ILLUMINA INC22.7K shares-35.29%2026-06-302026-07-07

AOA ISHARES TR38.1K shares2.46%2026-06-302026-07-07

VUG VANGUARD INDEX FDS43.1K shares416.39%2026-06-302026-07-07

ASTH ASTRANA HEALTH INC77.8K shares0.00%2026-06-302026-07-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION3.7K shares0.69%2026-06-302026-07-07

Sponsored

DFUV DIMENSIONAL ETF TRUST59.6K shares-1.09%2026-06-302026-07-07

META PLATFORMS INC META PLATFORMS INC5.8K shares7.68%2026-06-302026-07-07

BMRC BANK OF MARIN BANCORP115.5K shares0.00%2026-06-302026-07-07

TSLA TESLA INC7.5K shares5.92%2026-06-302026-07-07

SCHX SCHWAB STRATEGIC TR105.3K shares0.00%2026-06-302026-07-07

INTC INTEL CORP21.9K shares-24.44%2026-06-302026-07-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO9.2K shares1.24%2026-06-302026-07-07

ORACLE CORP ORACLE CORP19.7K shares1.67%2026-06-302026-07-07

Sponsored

HOOD ROBINHOOD MKTS INC27.9K shares-0.18%2026-06-302026-07-07

KFY KORN FERRY41.5K shares0.00%2026-06-302026-07-07

LLY ELI LILLY & CO2.3K shares-0.78%2026-06-302026-07-07

IVE ISHARES TR11.7K shares0.13%2026-06-302026-07-07

EFA ISHARES TR25.1K shares0.14%2026-06-302026-07-07

WFC WELLS FARGO & CO31.2K shares1.71%2026-06-302026-07-07

FNDX SCHWAB STRATEGIC TR79.7K shares0.00%2026-06-302026-07-07

IWM ISHARES TR8.2K shares0.61%2026-06-302026-07-07

Sponsored

JNJ JOHNSON & JOHNSON9.7K shares-13.97%2026-06-302026-07-07

IDMO INVESCO EXCH TRADED FD TR II40.0K sharesnew addition2026-06-302026-07-07

HD HOME DEPOT INC6.5K shares0.54%2026-06-302026-07-07

IVW ISHARES TR16.6K shares0.02%2026-06-302026-07-07

PG PROCTER & GAMBLE CO15.5K shares-10.82%2026-06-302026-07-07

VISA INC VISA INC6.5K shares1.73%2026-06-302026-07-07

SCHG SCHWAB STRATEGIC TR64.1K shares-2.20%2026-06-302026-07-07

USFR WISDOMTREE TR42.2K shares0.19%2026-06-302026-07-07

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP15.5K shares-15.90%2026-06-302026-07-07

NETFLIX INC. NETFLIX INC.29.4K shares-3.23%2026-06-302026-07-07

FNDF SCHWAB STRATEGIC TR37.6K shares0.06%2026-06-302026-07-07

CAT CATERPILLAR INC1.9K shares0.22%2026-06-302026-07-07

IWB ISHARES TR4.8K shares-0.89%2026-06-302026-07-07

VEA VANGUARD TAX-MANAGED FDS27.3K shares47.92%2026-06-302026-07-07

QCOM QUALCOMM INC10.5K shares0.98%2026-06-302026-07-07

DIS DISNEY WALT CO20.0K shares13.62%2026-06-302026-07-07

Sponsored

ITOT ISHARES TR11.3K shares3.80%2026-06-302026-07-07

XLK SELECT SECTOR SPDR TR9.2K shares0.00%2026-06-302026-07-07

PANW PALO ALTO NETWORKS INC5.1K shares10.87%2026-06-302026-07-07

SCHF SCHWAB STRATEGIC TR61.0K shares0.39%2026-06-302026-07-07

DFAS DIMENSIONAL ETF TRUST20.5K shares-13.13%2026-06-302026-07-07

AOR ISHARES TR24.3K shares40.53%2026-06-302026-07-07

SCHA SCHWAB STRATEGIC TR44.1K shares-1.32%2026-06-302026-07-07

IWF ISHARES TR12.8K shares303.11%2026-06-302026-07-07

Sponsored

WSM WILLIAMS SONOMA INC6.6K shares0.38%2026-06-302026-07-07

FNDA SCHWAB STRATEGIC TR40.4K shares0.00%2026-06-302026-07-07

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-07

ISRG INTUITIVE SURGICAL INC3.8K shares6.24%2026-06-302026-07-07

ISHARES TR ISHARES TR15.1K shares0.17%2026-06-302026-07-07

ABBVIE INC ABBVIE INC5.7K shares-53.00%2026-06-302026-07-07

AMD ADVANCED MICRO DEVICES INC2.5K shares36.03%2026-06-302026-07-07

LRCX LAM RESEARCH CORP3.3K shares4.25%2026-06-302026-07-07

Sponsored

GE GE AEROSPACE3.8K shares-18.89%2026-06-302026-07-07

VO VANGUARD INDEX FDS17.2K shares850.58%2026-06-302026-07-07

AMGN AMGEN INC3.7K shares-1.61%2026-06-302026-07-07

PSX PHILLIPS 668.0K shares0.64%2026-06-302026-07-07

UPRO PROSHARES TR9.4K shares10.42%2026-06-302026-07-07

DFAX DIMENSIONAL ETF TRUST35.4K shares-2.08%2026-06-302026-07-07

SDY SPDR SERIES TRUST8.5K shares-1.32%2026-06-302026-07-07

RDNT RADNET INC20.0K shares0.00%2026-06-302026-07-07

Sponsored

VGT VANGUARD WORLD FD10.2K shares579.80%2026-06-302026-07-07

BAC BANK OF AMER CORP20.8K shares5.06%2026-06-302026-07-07

IYW ISHARES TR4.5K shares0.00%2026-06-302026-07-07

ABNB AIRBNB INC7.7K sharesnew addition2026-06-302026-07-07

KO COCA COLA CO13.2K shares7.19%2026-06-302026-07-07

VCSH VANGUARD SCOTTSDALE FDS13.5K shares-0.17%2026-06-302026-07-07

SCZ ISHARES TR12.8K shares2.09%2026-06-302026-07-07

VWO VANGUARD INTL EQUITY INDEX F17.7K shares34.16%2026-06-302026-07-07

Sponsored

RSI RUSH STREET INTERACTIVE INC35.1K shares0.00%2026-06-302026-07-07

SCHB SCHWAB STRATEGIC TR35.6K shares-2.55%2026-06-302026-07-07

FNDE SCHWAB STRATEGIC TR26.0K shares0.00%2026-06-302026-07-07

CRBN ISHARES TR4.1K shares-1.45%2026-06-302026-07-07

IONIS PHARMACEUTICALS INC IONIS PHARMACEUTICALS INC13.0K shares0.00%2026-06-302026-07-07

VIG VANGUARD SPECIALIZED FUNDS4.3K shares0.02%2026-06-302026-07-07

TSM TAIWAN SEMICONDUCTOR MANUFAC2.1K shares-15.20%2026-06-302026-07-07

GS GOLDMAN SACHS GROUP INC992 shares7.59%2026-06-302026-07-07

Sponsored

GEV GE VERNOVA INC851 shares13.47%2026-06-302026-07-07

SCHE SCHWAB STRATEGIC TR27.5K shares0.00%2026-06-302026-07-07

IEMG ISHARES INC11.3K shares48.30%2026-06-302026-07-07

IJH ISHARES TR12.0K shares3.99%2026-06-302026-07-07

NTHI NEONC TECHNOLOGIES HLDGS INC197.2K shares355.17%2026-06-302026-07-07

SRE SEMPRA9.4K shares0.00%2026-06-302026-07-07

VB VANGUARD INDEX FDS2.8K shares0.00%2026-06-302026-07-07

CISCO SYS INC CISCO SYS INC7.2K shares-0.36%2026-06-302026-07-07

Sponsored

DFAT DIMENSIONAL ETF TRUST11.7K shares0.00%2026-06-302026-07-07

BA BOEING CO3.8K shares-44.74%2026-06-302026-07-07

VTV VANGUARD INDEX FDS3.7K shares0.00%2026-06-302026-07-07

IWD ISHARES TR3.3K shares-3.75%2026-06-302026-07-07

MGK VANGUARD WORLD FD8.9K shares398.94%2026-06-302026-07-07

UNP UNION PAC CORP2.8K shares21.79%2026-06-302026-07-07

NEXTERA ENERGY INC NEXTERA ENERGY INC8.6K shares16.59%2026-06-302026-07-07

EEM ISHARES TR11.0K shares-43.72%2026-06-302026-07-07

Sponsored

COP CONOCOPHILLIPS7.1K shares0.10%2026-06-302026-07-07

AXP AMERICAN EXPRESS CO2.2K shares-39.28%2026-06-302026-07-07

VHT VANGUARD WORLD FD2.4K shares0.00%2026-06-302026-07-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.3K shares-0.67%2026-06-302026-07-07

SHOP SHOPIFY INC5.8K shares9.55%2026-06-302026-07-07

LMT LOCKHEED MARTIN CORP1.3K shares0.63%2026-06-302026-07-07

BX BLACKSTONE INC5.5K shares0.29%2026-06-302026-07-07

MRK MERCK & CO INC5.0K shares2.52%2026-06-302026-07-07

Sponsored

PM PHILIP MORRIS INTL INC3.5K shares0.37%2026-06-302026-07-07

PEP PEPSICO INC4.7K shares0.00%2026-06-302026-07-07

ASML ASML HLDG NV318 shares0.00%2026-06-302026-07-07

TQQQ PROSHARES TR7.7K shares11.77%2026-06-302026-07-07

VEU VANGUARD INTL EQUITY INDEX F7.4K shares0.00%2026-06-302026-07-07

IWR ISHARES TR5.6K shares-0.09%2026-06-302026-07-07

IDEV ISHARES TR6.8K sharesnew addition2026-06-302026-07-07

MCD MCDONALDS CORP2.2K shares1.86%2026-06-302026-07-07

Sponsored

DE DEERE & CO953 shares3.25%2026-06-302026-07-07

CVX CHEVRON CORPORATION3.6K shares0.33%2026-06-302026-07-07

URI UNITED RENTALS INC527 shares0.76%2026-06-302026-07-07

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC5.0K shares0.00%2026-06-302026-07-07

BMY BRISTOL-MYERS SQUIBB CO10.2K shares-1.76%2026-06-302026-07-07

MO ALTRIA GROUP INC8.1K shares0.73%2026-06-302026-07-07

GRAL GRAIL INC8.3K shares0.40%2026-06-302026-07-07

PXH INVESCO EXCH TRADED FD TR II20.1K shares0.00%2026-06-302026-07-07

Sponsored

CLS CELESTICA INC1.5K shares1.73%2026-06-302026-07-07

CSX CSX CORP11.7K shares2.14%2026-06-302026-07-07

TMO THERMO FISHER SCIENTIFIC INC1.1K shares-1.82%2026-06-302026-07-07

DGRO ISHARES TR7.1K sharesnew addition2026-06-302026-07-07

DFUS DIMENSIONAL ETF TRUST6.5K shares0.00%2026-06-302026-07-07

FICO FAIR ISAAC CORP446 shares0.00%2026-06-302026-07-07

IXUS ISHARES TR5.6K shares2.09%2026-06-302026-07-07

LOW LOWES COS INC2.4K shares0.00%2026-06-302026-07-07

Sponsored

DUK DUKE ENERGY CORP NEW4.1K shares2.73%2026-06-302026-07-07

GRMN GARMIN LTD2.2K shares0.00%2026-06-302026-07-07

ETN EATON CORP PLC1.2K shares4.93%2026-06-302026-07-07

APPLIED MATLS INC APPLIED MATLS INC706 shares6.49%2026-06-302026-07-07

PDN INVESCO EXCH TRADED FD TR II11.3K shares0.00%2026-06-302026-07-07

TECL DIREXION SHARES ETF TRUST2.2K sharesnew addition2026-06-302026-07-07

IYR ISHARES TR5.0K shares-0.82%2026-06-302026-07-07

IUSG ISHARES TR2.7K shares0.07%2026-06-302026-07-07

Sponsored

NUE NUCOR CORP2.2K shares-24.16%2026-06-302026-07-07

TOTL SSGA ACTIVE ETF TR12.5K shares-2.38%2026-06-302026-07-07

GLD SPDR GOLD TR1.3K shares0.00%2026-06-302026-07-07

BOND PIMCO ETF TR5.3K shares-0.19%2026-06-302026-07-07

RTX CORPORATION RTX CORPORATION2.6K shares34.31%2026-06-302026-07-07

GPIQ GOLDMAN SACHS ETF TR8.0K shares-2.72%2026-06-302026-07-07

IEO ISHARES TR4.3K shares0.47%2026-06-302026-07-07

MS MORGAN STANLEY2.2K shares27.92%2026-06-302026-07-07

Sponsored

SCHV SCHWAB STRATEGIC TR13.3K shares0.00%2026-06-302026-07-07

VYM VANGUARD WHITEHALL FDS2.9K shares0.52%2026-06-302026-07-07

RSP INVESCO EXCHANGE TRADED FD T2.1K sharesnew addition2026-06-302026-07-07

SCHW SCHWAB CHARLES CORP4.9K shares3.58%2026-06-302026-07-07

DFIV DIMENSIONAL ETF TRUST8.3K shares0.00%2026-06-302026-07-07

EIX EDISON INTL6.0K shares-3.63%2026-06-302026-07-07

SMH VANECK ETF TRUST674 sharesnew addition2026-06-302026-07-07

ALL ALLSTATE CORP1.8K shares72.25%2026-06-302026-07-07

Sponsored

ABT ABBOTT LABORATORIES4.7K shares6.62%2026-06-302026-07-07

MSB MESABI TR16.9K shares0.00%2026-06-302026-07-07

GLW CORNING INC1.6K shares-13.85%2026-06-302026-07-07

SBUX STARBUCKS CORP4.0K shares0.66%2026-06-302026-07-07

XNTK SPDR SERIES TRUST1.0K shares0.00%2026-06-302026-07-07

AOM ISHARES TR8.1K shares1.67%2026-06-302026-07-07

GLNG GOLAR LNG LTD8.1K shares-11.00%2026-06-302026-07-07

FIX COMFORT SYS USA INC200 shares0.00%2026-06-302026-07-07

Sponsored

T AT&T INC18.9K shares-3.54%2026-06-302026-07-07

VSS VANGUARD INTL EQUITY INDEX F2.5K shares0.00%2026-06-302026-07-07

ARTY ISHARES TR5.0K sharesnew addition2026-06-302026-07-07

CDNS CADENCE DESIGN SYSTEM INC1.0K shares0.00%2026-06-302026-07-07

VFC V F CORP22.5K shares0.00%2026-06-302026-07-07

TXN TEXAS INSTRS INC1.2K shares12.08%2026-06-302026-07-07

CVNA CARVANA CO5.6K shares405.89%2026-06-302026-07-07

PNC PNC FINL SVCS GROUP INC1.5K shares-5.83%2026-06-302026-07-07

Sponsored

GILD GILEAD SCIENCES INC2.9K shares1.55%2026-06-302026-07-07

CVS CVS HEALTH CORP3.5K shares-0.54%2026-06-302026-07-07

VXF VANGUARD INDEX FDS1.5K shares0.00%2026-06-302026-07-07

FENI FIDELITY COVINGTON TRUST9.0K shares0.92%2026-06-302026-07-07

FTNT FORTINET INC2.3K sharesnew addition2026-06-302026-07-07

TIP ISHARES TR3.2K shares0.00%2026-06-302026-07-07

GBTC GRAYSCALE BITCOIN TRUST ETF7.8K shares-0.72%2026-06-302026-07-07

WASTE MGMT INC DEL WASTE MGMT INC DEL1.6K shares7.15%2026-06-302026-07-07

Sponsored

NBIS NEBIUS GROUP N.V.1.2K sharesnew addition2026-06-302026-07-07

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.0K shares18.87%2026-06-302026-07-07

SPC TRUST FOR PROFESSIONAL MANAG17.4K shares-2.41%2026-06-302026-07-07

SHEL SHELL PLC4.2K shares0.05%2026-06-302026-07-07

IJK ISHARES TR2.8K shares0.00%2026-06-302026-07-07

RL RALPH LAUREN CORP804 shares0.00%2026-06-302026-07-07

CWB SPDR SERIES TRUST3.0K shares0.20%2026-06-302026-07-07

VZ VERIZON COMMUNICATIONS INC7.5K shares0.78%2026-06-302026-07-07

Sponsored

SOFI SOFI TECHNOLOGIES INC17.6K shares-5.38%2026-06-302026-07-07

PYLD PIMCO ETF TR11.7K shares-5.65%2026-06-302026-07-07

NYT NEW YORK TIMES CO MTN BE4.4K shares0.00%2026-06-302026-07-07

CMCSA COMCAST CORP NEW12.5K shares-5.03%2026-06-302026-07-07

XLE SELECT SECTOR SPDR TR5.8K shares0.00%2026-06-302026-07-07

ED CONSOLIDATED EDISON INC2.8K shares0.00%2026-06-302026-07-07

BKNG BOOKING HOLDINGS INC1.7K shares2372.46%2026-06-302026-07-07

SYK STRYKER CORPORATION964 shares20.05%2026-06-302026-07-07

Sponsored

ALNYLAM PHARMACEUTICALS INC ALNYLAM PHARMACEUTICALS INC1.0K shares0.00%2026-06-302026-07-07

NU NU HLDGS LTD22.4K shares0.00%2026-06-302026-07-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC718 sharesnew addition2026-06-302026-07-07

QDF FLEXSHARES TR3.2K shares0.00%2026-06-302026-07-07

STRZ STARZ ENTERTAINMENT CORP.10.0K shares0.00%2026-06-302026-07-07

PFG PRINCIPAL FINANCIAL GROUP IN2.6K shares0.00%2026-06-302026-07-07

MU MICRON TECHNOLOGY INC247 sharesnew addition2026-06-302026-07-07

INMD INMODE LTD19.5K shares0.00%2026-06-302026-07-07

Sponsored

TJX TJX COS INC NEW1.8K shares6.09%2026-06-302026-07-07

3M CO 3M CO1.7K shares2.28%2026-06-302026-07-07

LIN LINDE PLC530 shares6.00%2026-06-302026-07-07

VNQ VANGUARD INDEX FDS2.9K shares0.18%2026-06-302026-07-07

EAOA ISHARES TR6.0K shares0.97%2026-06-302026-07-07

REXR REXFORD INDL RLTY INC8.0K shares0.00%2026-06-302026-07-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.2K shares2.24%2026-06-302026-07-07

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL269 sharesnew addition2026-06-302026-07-07

Sponsored

SCHD SCHWAB STRATEGIC TR8.1K sharesnew addition2026-06-302026-07-07

PFE PFIZER INC10.6K shares-15.91%2026-06-302026-07-07

C CITIGROUP INC1.8K shares-35.34%2026-06-302026-07-07

VBR VANGUARD INDEX FDS1.0K shares0.10%2026-06-302026-07-07

PAYX PAYCHEX INC2.5K shares0.00%2026-06-302026-07-07

NVS NOVARTIS AG1.5K shares3.34%2026-06-302026-07-07

BLK BLACKROCK INC252 shares-23.17%2026-06-302026-07-07

EAOR ISHARES TR6.4K shares5.85%2026-06-302026-07-07

Sponsored

B BARRICK MNG CORP6.3K shares0.00%2026-06-302026-07-07

BBIO BRIDGEBIO PHARMA INC3.1K shares-2.35%2026-06-302026-07-07

EMB ISHARES TR2.4K shares-0.54%2026-06-302026-07-07

COIN COINBASE GLOBAL INC1.6K shares-26.56%2026-06-302026-07-07

STARWOOD PPTY TR INC STARWOOD PPTY TR INC14.1K shares2.16%2026-06-302026-07-07

KLAC KLA CORP762 shares200.00%2026-06-302026-07-07

TSLX SIXTH STREET SPECIALTY LENDI13.0K shares0.00%2026-06-302026-07-07

AMG AFFILIATED MANAGERS GROUP661 sharesnew addition2026-06-302026-07-07

Sponsored

MFC MANULIFE FINL CORP5.4K sharesnew addition2026-06-302026-07-07

VOOG VANGUARD ADMIRAL FDS INC2.6K sharesnew addition2026-06-302026-07-07

RDDT REDDIT INC1.2K shares-23.46%2026-06-302026-07-07

ESLT ELBIT SYS LTD280 shares0.00%2026-06-302026-07-07

ACWI ISHARES TR1.3K sharesnew addition2026-06-302026-07-07

IDEXX LABS INC IDEXX LABS INC400 shares0.00%2026-06-302026-07-07

SPDR SERIES TRUST SPDR SERIES TRUST2.3K sharesnew addition2026-06-302026-07-07

ANET ARISTA NETWORKS INC1.2K sharesnew addition2026-06-302026-07-07

Sponsored

MAT MATTEL INC13.6K shares0.00%2026-06-302026-07-07

GSBD GOLDMAN SACHS BDC INC14.8K shares-1.47%2026-06-302026-07-07

SNDK SANDISK CORP61 sharesnew addition2026-06-302026-07-07

WDC WESTERN DIGITAL CORP215 sharesnew addition2026-06-302026-07-07

PNBK PATRIOT NATL BANCORP INC100.0K shares0.00%2026-06-302026-07-07

BLND BLEND LABS INC45.0K sharesnew addition2026-06-302026-07-07

ALLO ALLOGENE THERAPEUTICS INC36.0K sharesnew addition2026-06-302026-07-07

SOXL DIREXION SHARES ETF TRUST150 sharesnew addition2026-06-302026-07-07

Sponsored

NNOX NANO X IMAGING LTD24.2K shares0.00%2026-06-302026-07-07

OPK OPKO HEALTH INC18.6K shares0.00%2026-06-302026-07-07

FATE FATE THERAPEUTICS INC10.1K shares0.00%2026-06-302026-07-07

FNGR FINGERMOTION INC20.0K shares0.00%2026-06-302026-07-07

AAPL

APPLE INC

6.82%

Shares184.5K

Event2026-06-30

Filed2026-07-07

NVDA

NVIDIA CORPORATION

5.17%

Shares94.2K

Event2026-06-30

Filed2026-07-07

BROADCOM INC

0.52%

Shares48.5K

Event2026-06-30

Filed2026-07-07

VOO

VANGUARD INDEX FDS

10.36%

Shares26.6K

Event2026-06-30

Filed2026-07-07

MSFT

MICROSOFT CORP

1.96%

Shares38.7K

Event2026-06-30

Filed2026-07-07

AMZN

AMAZON COM INC

2.92%

Shares49.4K

Event2026-06-30

Filed2026-07-07

STATE STR SPDR S&P 500 ETF T

10.36%

Shares14.8K

Event2026-06-30

Filed2026-07-07

GOOGL

ALPHABET INC

-6.31%

Shares30.7K

Event2026-06-30

Filed2026-07-07

VANGUARD INTL EQUITY INDEX F

5.82%

Shares59.1K

Event2026-06-30

Filed2026-07-07

ISHARES TR

3.83%

Shares12.1K

Event2026-06-30

Filed2026-07-07

CACI

CACI INTL INC

-8.66%

Shares19.5K

Event2026-06-30

Filed2026-07-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-6.40%

Shares17.1K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

2.54%

Shares20.9K

Event2026-06-30

Filed2026-07-07

WMT

WALMART INC

0.36%

Shares57.3K

Event2026-06-30

Filed2026-07-07

QQQ

INVESCO QQQ TR

-13.63%

Shares8.1K

Event2026-06-30

Filed2026-07-07

GOOG

ALPHABET INC

2.60%

Shares16.5K

Event2026-06-30

Filed2026-07-07

IBM

INTERNATIONAL BUSINESS MACHS

1.47%

Shares19.6K

Event2026-06-30

Filed2026-07-07

MRVL

MARVELL TECHNOLOGY INC

3.39%

Shares13.8K

Event2026-06-30

Filed2026-07-07

IJR

ISHARES TR

3.21%

Shares27.1K

Event2026-06-30

Filed2026-07-07

ILMN

ILLUMINA INC

-35.29%

Shares22.7K

Event2026-06-30

Filed2026-07-07

AOA

ISHARES TR

2.46%

Shares38.1K

Event2026-06-30

Filed2026-07-07

VUG

VANGUARD INDEX FDS

416.39%

Shares43.1K

Event2026-06-30

Filed2026-07-07

ASTH

ASTRANA HEALTH INC

0.00%

Shares77.8K

Event2026-06-30

Filed2026-07-07

COSTCO WHOLESALE CORPORATION

0.69%

Shares3.7K

Event2026-06-30

Filed2026-07-07

DFUV

DIMENSIONAL ETF TRUST

-1.09%

Shares59.6K

Event2026-06-30

Filed2026-07-07

META PLATFORMS INC

7.68%

Shares5.8K

Event2026-06-30

Filed2026-07-07

BMRC

BANK OF MARIN BANCORP

0.00%

Shares115.5K

Event2026-06-30

Filed2026-07-07

TSLA

TESLA INC

5.92%

Shares7.5K

Event2026-06-30

Filed2026-07-07

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares105.3K

Event2026-06-30

Filed2026-07-07

INTC

INTEL CORP

-24.44%

Shares21.9K

Event2026-06-30

Filed2026-07-07

JPMORGAN CHASE & CO

1.24%

Shares9.2K

Event2026-06-30

Filed2026-07-07

ORACLE CORP

1.67%

Shares19.7K

Event2026-06-30

Filed2026-07-07

HOOD

ROBINHOOD MKTS INC

-0.18%

Shares27.9K

Event2026-06-30

Filed2026-07-07

KFY

KORN FERRY

0.00%

Shares41.5K

Event2026-06-30

Filed2026-07-07

LLY

ELI LILLY & CO

-0.78%

Shares2.3K

Event2026-06-30

Filed2026-07-07

IVE

ISHARES TR

0.13%

Shares11.7K

Event2026-06-30

Filed2026-07-07

EFA

ISHARES TR

0.14%

Shares25.1K

Event2026-06-30

Filed2026-07-07

WFC

WELLS FARGO & CO

1.71%

Shares31.2K

Event2026-06-30

Filed2026-07-07

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares79.7K

Event2026-06-30

Filed2026-07-07

IWM

ISHARES TR

0.61%

Shares8.2K

Event2026-06-30

Filed2026-07-07

JNJ

JOHNSON & JOHNSON

-13.97%

Shares9.7K

Event2026-06-30

Filed2026-07-07

IDMO

INVESCO EXCH TRADED FD TR II

New

Shares40.0K

Event2026-06-30

Filed2026-07-07

HOME DEPOT INC

0.54%

Shares6.5K

Event2026-06-30

Filed2026-07-07

IVW

ISHARES TR

0.02%

Shares16.6K

Event2026-06-30

Filed2026-07-07

PROCTER & GAMBLE CO

-10.82%

Shares15.5K

Event2026-06-30

Filed2026-07-07

VISA INC

1.73%

Shares6.5K

Event2026-06-30

Filed2026-07-07

SCHG

SCHWAB STRATEGIC TR

-2.20%

Shares64.1K

Event2026-06-30

Filed2026-07-07

USFR

WISDOMTREE TR

0.19%

Shares42.2K

Event2026-06-30

Filed2026-07-07

EXXON MOBIL CORP

-15.90%

Shares15.5K

Event2026-06-30

Filed2026-07-07

NETFLIX INC.

-3.23%

Shares29.4K

Event2026-06-30

Filed2026-07-07

FNDF

SCHWAB STRATEGIC TR

0.06%

Shares37.6K

Event2026-06-30

Filed2026-07-07

CAT

CATERPILLAR INC

0.22%

Shares1.9K

Event2026-06-30

Filed2026-07-07

IWB

ISHARES TR

-0.89%

Shares4.8K

Event2026-06-30

Filed2026-07-07

VEA

VANGUARD TAX-MANAGED FDS

47.92%

Shares27.3K

Event2026-06-30

Filed2026-07-07

QCOM

QUALCOMM INC

0.98%

Shares10.5K

Event2026-06-30

Filed2026-07-07

DIS

DISNEY WALT CO

13.62%

Shares20.0K

Event2026-06-30

Filed2026-07-07

ITOT

ISHARES TR

3.80%

Shares11.3K

Event2026-06-30

Filed2026-07-07

XLK

SELECT SECTOR SPDR TR

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-07

PANW

PALO ALTO NETWORKS INC

10.87%

Shares5.1K

Event2026-06-30

Filed2026-07-07

SCHF

SCHWAB STRATEGIC TR

0.39%

Shares61.0K

Event2026-06-30

Filed2026-07-07

DFAS

DIMENSIONAL ETF TRUST

-13.13%

Shares20.5K

Event2026-06-30

Filed2026-07-07

AOR

ISHARES TR

40.53%

Shares24.3K

Event2026-06-30

Filed2026-07-07

SCHA

SCHWAB STRATEGIC TR

-1.32%

Shares44.1K

Event2026-06-30

Filed2026-07-07

IWF

ISHARES TR

303.11%

Shares12.8K

Event2026-06-30

Filed2026-07-07

WSM

WILLIAMS SONOMA INC

0.38%

Shares6.6K

Event2026-06-30

Filed2026-07-07

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares40.4K

Event2026-06-30

Filed2026-07-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-07

ISRG

INTUITIVE SURGICAL INC

6.24%

Shares3.8K

Event2026-06-30

Filed2026-07-07

ISHARES TR

0.17%

Shares15.1K

Event2026-06-30

Filed2026-07-07

ABBVIE INC

-53.00%

Shares5.7K

Event2026-06-30

Filed2026-07-07

AMD

ADVANCED MICRO DEVICES INC

36.03%

Shares2.5K

Event2026-06-30

Filed2026-07-07

LRCX

LAM RESEARCH CORP

4.25%

Shares3.3K

Event2026-06-30

Filed2026-07-07

GE AEROSPACE

-18.89%

Shares3.8K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

850.58%

Shares17.2K

Event2026-06-30

Filed2026-07-07

AMGN

AMGEN INC

-1.61%

Shares3.7K

Event2026-06-30

Filed2026-07-07

PSX

PHILLIPS 66

0.64%

Shares8.0K

Event2026-06-30

Filed2026-07-07

UPRO

PROSHARES TR

10.42%

Shares9.4K

Event2026-06-30

Filed2026-07-07

DFAX

DIMENSIONAL ETF TRUST

-2.08%

Shares35.4K

Event2026-06-30

Filed2026-07-07

SDY

SPDR SERIES TRUST

-1.32%

Shares8.5K

Event2026-06-30

Filed2026-07-07

RDNT

RADNET INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-07

VGT

VANGUARD WORLD FD

579.80%

Shares10.2K

Event2026-06-30

Filed2026-07-07

BAC

BANK OF AMER CORP

5.06%

Shares20.8K

Event2026-06-30

Filed2026-07-07

IYW

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-07

ABNB

AIRBNB INC

New

Shares7.7K

Event2026-06-30

Filed2026-07-07

COCA COLA CO

7.19%

Shares13.2K

Event2026-06-30

Filed2026-07-07

VCSH

VANGUARD SCOTTSDALE FDS

-0.17%

Shares13.5K

Event2026-06-30

Filed2026-07-07

SCZ

ISHARES TR

2.09%

Shares12.8K

Event2026-06-30

Filed2026-07-07

VWO

VANGUARD INTL EQUITY INDEX F

34.16%

Shares17.7K

Event2026-06-30

Filed2026-07-07

RSI

RUSH STREET INTERACTIVE INC

0.00%

Shares35.1K

Event2026-06-30

Filed2026-07-07

SCHB

SCHWAB STRATEGIC TR

-2.55%

Shares35.6K

Event2026-06-30

Filed2026-07-07

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares26.0K

Event2026-06-30

Filed2026-07-07

CRBN

ISHARES TR

-1.45%

Shares4.1K

Event2026-06-30

Filed2026-07-07

IONIS PHARMACEUTICALS INC

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-07

VIG

VANGUARD SPECIALIZED FUNDS

0.02%

Shares4.3K

Event2026-06-30

Filed2026-07-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-15.20%

Shares2.1K

Event2026-06-30

Filed2026-07-07

GOLDMAN SACHS GROUP INC

7.59%

Shares992

Event2026-06-30

Filed2026-07-07

GEV

GE VERNOVA INC

13.47%

Shares851

Event2026-06-30

Filed2026-07-07

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares27.5K

Event2026-06-30

Filed2026-07-07

IEMG

ISHARES INC

48.30%

Shares11.3K

Event2026-06-30

Filed2026-07-07

IJH

ISHARES TR

3.99%

Shares12.0K

Event2026-06-30

Filed2026-07-07

NTHI

NEONC TECHNOLOGIES HLDGS INC

355.17%

Shares197.2K

Event2026-06-30

Filed2026-07-07

SRE

SEMPRA

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-07

CISCO SYS INC

-0.36%

Shares7.2K

Event2026-06-30

Filed2026-07-07

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-07

BOEING CO

-44.74%

Shares3.8K

Event2026-06-30

Filed2026-07-07

VTV

VANGUARD INDEX FDS

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-07

IWD

ISHARES TR

-3.75%

Shares3.3K

Event2026-06-30

Filed2026-07-07

MGK

VANGUARD WORLD FD

398.94%

Shares8.9K

Event2026-06-30

Filed2026-07-07

UNP

UNION PAC CORP

21.79%

Shares2.8K

Event2026-06-30

Filed2026-07-07

NEXTERA ENERGY INC

16.59%

Shares8.6K

Event2026-06-30

Filed2026-07-07

EEM

ISHARES TR

-43.72%

Shares11.0K

Event2026-06-30

Filed2026-07-07

COP

CONOCOPHILLIPS

0.10%

Shares7.1K

Event2026-06-30

Filed2026-07-07

AXP

AMERICAN EXPRESS CO

-39.28%

Shares2.2K

Event2026-06-30

Filed2026-07-07

VHT

VANGUARD WORLD FD

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-07

MASTERCARD INCORPORATED

-0.67%

Shares1.3K

Event2026-06-30

Filed2026-07-07

SHOP

SHOPIFY INC

9.55%

Shares5.8K

Event2026-06-30

Filed2026-07-07

LMT

LOCKHEED MARTIN CORP

0.63%

Shares1.3K

Event2026-06-30

Filed2026-07-07

BLACKSTONE INC

0.29%

Shares5.5K

Event2026-06-30

Filed2026-07-07

MRK

MERCK & CO INC

2.52%

Shares5.0K

Event2026-06-30

Filed2026-07-07

PHILIP MORRIS INTL INC

0.37%

Shares3.5K

Event2026-06-30

Filed2026-07-07

PEP

PEPSICO INC

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-07

ASML

ASML HLDG NV

0.00%

Shares318

Event2026-06-30

Filed2026-07-07

TQQQ

PROSHARES TR

11.77%

Shares7.7K

Event2026-06-30

Filed2026-07-07

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-07

IWR

ISHARES TR

-0.09%

Shares5.6K

Event2026-06-30

Filed2026-07-07

IDEV

ISHARES TR

New

Shares6.8K

Event2026-06-30

Filed2026-07-07

MCD

MCDONALDS CORP

1.86%

Shares2.2K

Event2026-06-30

Filed2026-07-07

DEERE & CO

3.25%

Shares953

Event2026-06-30

Filed2026-07-07

CVX

CHEVRON CORPORATION

0.33%

Shares3.6K

Event2026-06-30

Filed2026-07-07

URI

UNITED RENTALS INC

0.76%

Shares527

Event2026-06-30

Filed2026-07-07

APOLLO GLOBAL MGMT INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-07

BMY

BRISTOL-MYERS SQUIBB CO

-1.76%

Shares10.2K

Event2026-06-30

Filed2026-07-07

ALTRIA GROUP INC

0.73%

Shares8.1K

Event2026-06-30

Filed2026-07-07

GRAL

GRAIL INC

0.40%

Shares8.3K

Event2026-06-30

Filed2026-07-07

PXH

INVESCO EXCH TRADED FD TR II

0.00%

Shares20.1K

Event2026-06-30

Filed2026-07-07

CLS

CELESTICA INC

1.73%

Shares1.5K

Event2026-06-30

Filed2026-07-07

CSX

CSX CORP

2.14%

Shares11.7K

Event2026-06-30

Filed2026-07-07

TMO

THERMO FISHER SCIENTIFIC INC

-1.82%

Shares1.1K

Event2026-06-30

Filed2026-07-07

DGRO

ISHARES TR

New

Shares7.1K

Event2026-06-30

Filed2026-07-07

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-07

FICO

FAIR ISAAC CORP

0.00%

Shares446

Event2026-06-30

Filed2026-07-07

IXUS

ISHARES TR

2.09%

Shares5.6K

Event2026-06-30

Filed2026-07-07

LOW

LOWES COS INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-07

DUK

DUKE ENERGY CORP NEW

2.73%

Shares4.1K

Event2026-06-30

Filed2026-07-07

GRMN

GARMIN LTD

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-07

ETN

EATON CORP PLC

4.93%

Shares1.2K

Event2026-06-30

Filed2026-07-07

APPLIED MATLS INC

6.49%

Shares706

Event2026-06-30

Filed2026-07-07

PDN

INVESCO EXCH TRADED FD TR II

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-07

TECL

DIREXION SHARES ETF TRUST

New

Shares2.2K

Event2026-06-30

Filed2026-07-07

IYR

ISHARES TR

-0.82%

Shares5.0K

Event2026-06-30

Filed2026-07-07

IUSG

ISHARES TR

0.07%

Shares2.7K

Event2026-06-30

Filed2026-07-07

NUE

NUCOR CORP

-24.16%

Shares2.2K

Event2026-06-30

Filed2026-07-07

TOTL

SSGA ACTIVE ETF TR

-2.38%

Shares12.5K

Event2026-06-30

Filed2026-07-07

GLD

SPDR GOLD TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-07

BOND

PIMCO ETF TR

-0.19%

Shares5.3K

Event2026-06-30

Filed2026-07-07

RTX CORPORATION

34.31%

Shares2.6K

Event2026-06-30

Filed2026-07-07

GPIQ

GOLDMAN SACHS ETF TR

-2.72%

Shares8.0K

Event2026-06-30

Filed2026-07-07

IEO

ISHARES TR

0.47%

Shares4.3K

Event2026-06-30

Filed2026-07-07

MORGAN STANLEY

27.92%

Shares2.2K

Event2026-06-30

Filed2026-07-07

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares13.3K

Event2026-06-30

Filed2026-07-07

VYM

VANGUARD WHITEHALL FDS

0.52%

Shares2.9K

Event2026-06-30

Filed2026-07-07

RSP

INVESCO EXCHANGE TRADED FD T

New

Shares2.1K

Event2026-06-30

Filed2026-07-07

SCHW

SCHWAB CHARLES CORP

3.58%

Shares4.9K

Event2026-06-30

Filed2026-07-07

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-07

EIX

EDISON INTL

-3.63%

Shares6.0K

Event2026-06-30

Filed2026-07-07

SMH

VANECK ETF TRUST

New

Shares674

Event2026-06-30

Filed2026-07-07

ALL

ALLSTATE CORP

72.25%

Shares1.8K

Event2026-06-30

Filed2026-07-07

ABT

ABBOTT LABORATORIES

6.62%

Shares4.7K

Event2026-06-30

Filed2026-07-07

MSB

MESABI TR

0.00%

Shares16.9K

Event2026-06-30

Filed2026-07-07

GLW

CORNING INC

-13.85%

Shares1.6K

Event2026-06-30

Filed2026-07-07

SBUX

STARBUCKS CORP

0.66%

Shares4.0K

Event2026-06-30

Filed2026-07-07

XNTK

SPDR SERIES TRUST

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-07

AOM

ISHARES TR

1.67%

Shares8.1K

Event2026-06-30

Filed2026-07-07

GLNG

GOLAR LNG LTD

-11.00%

Shares8.1K

Event2026-06-30

Filed2026-07-07

FIX

COMFORT SYS USA INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-07

AT&T INC

-3.54%

Shares18.9K

Event2026-06-30

Filed2026-07-07

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-07

ARTY

ISHARES TR

New

Shares5.0K

Event2026-06-30

Filed2026-07-07

CDNS

CADENCE DESIGN SYSTEM INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-07

VFC

V F CORP

0.00%

Shares22.5K

Event2026-06-30

Filed2026-07-07

TXN

TEXAS INSTRS INC

12.08%

Shares1.2K

Event2026-06-30

Filed2026-07-07

CVNA

CARVANA CO

405.89%

Shares5.6K

Event2026-06-30

Filed2026-07-07

PNC

PNC FINL SVCS GROUP INC

-5.83%

Shares1.5K

Event2026-06-30

Filed2026-07-07

GILD

GILEAD SCIENCES INC

1.55%

Shares2.9K

Event2026-06-30

Filed2026-07-07

CVS

CVS HEALTH CORP

-0.54%

Shares3.5K

Event2026-06-30

Filed2026-07-07

VXF

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-07

FENI

FIDELITY COVINGTON TRUST

0.92%

Shares9.0K

Event2026-06-30

Filed2026-07-07

FTNT

FORTINET INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-07

TIP

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-07

GBTC

GRAYSCALE BITCOIN TRUST ETF

-0.72%

Shares7.8K

Event2026-06-30

Filed2026-07-07

WASTE MGMT INC DEL

7.15%

Shares1.6K

Event2026-06-30

Filed2026-07-07

NBIS

NEBIUS GROUP N.V.

New

Shares1.2K

Event2026-06-30

Filed2026-07-07

TRAVELERS COMPANIES INC

18.87%

Shares1.0K

Event2026-06-30

Filed2026-07-07

SPC

TRUST FOR PROFESSIONAL MANAG

-2.41%

Shares17.4K

Event2026-06-30

Filed2026-07-07

SHEL

SHELL PLC

0.05%

Shares4.2K

Event2026-06-30

Filed2026-07-07

IJK

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-07

RALPH LAUREN CORP

0.00%

Shares804

Event2026-06-30

Filed2026-07-07

CWB

SPDR SERIES TRUST

0.20%

Shares3.0K

Event2026-06-30

Filed2026-07-07

VERIZON COMMUNICATIONS INC

0.78%

Shares7.5K

Event2026-06-30

Filed2026-07-07

SOFI

SOFI TECHNOLOGIES INC

-5.38%

Shares17.6K

Event2026-06-30

Filed2026-07-07

PYLD

PIMCO ETF TR

-5.65%

Shares11.7K

Event2026-06-30

Filed2026-07-07

NYT

NEW YORK TIMES CO MTN BE

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-07

CMCSA

COMCAST CORP NEW

-5.03%

Shares12.5K

Event2026-06-30

Filed2026-07-07

XLE

SELECT SECTOR SPDR TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-07

CONSOLIDATED EDISON INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-07

BKNG

BOOKING HOLDINGS INC

2372.46%

Shares1.7K

Event2026-06-30

Filed2026-07-07

SYK

STRYKER CORPORATION

20.05%

Shares964

Event2026-06-30

Filed2026-07-07

ALNYLAM PHARMACEUTICALS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-07

NU HLDGS LTD

0.00%

Shares22.4K

Event2026-06-30

Filed2026-07-07

UNITEDHEALTH GROUP INC

New

Shares718

Event2026-06-30

Filed2026-07-07

QDF

FLEXSHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-07

STRZ

STARZ ENTERTAINMENT CORP.

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-07

PFG

PRINCIPAL FINANCIAL GROUP IN

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-07

MICRON TECHNOLOGY INC

New

Shares247

Event2026-06-30

Filed2026-07-07

INMD

INMODE LTD

0.00%

Shares19.5K

Event2026-06-30

Filed2026-07-07

TJX

TJX COS INC NEW

6.09%

Shares1.8K

Event2026-06-30

Filed2026-07-07

3M CO

2.28%

Shares1.7K

Event2026-06-30

Filed2026-07-07

LIN

LINDE PLC

6.00%

Shares530

Event2026-06-30

Filed2026-07-07

VNQ

VANGUARD INDEX FDS

0.18%

Shares2.9K

Event2026-06-30

Filed2026-07-07

EAOA

ISHARES TR

0.97%

Shares6.0K

Event2026-06-30

Filed2026-07-07

REXR

REXFORD INDL RLTY INC

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-07

PALANTIR TECHNOLOGIES INC

2.24%

Shares2.2K

Event2026-06-30

Filed2026-07-07

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares269

Event2026-06-30

Filed2026-07-07

SCHD

SCHWAB STRATEGIC TR

New

Shares8.1K

Event2026-06-30

Filed2026-07-07

PFE

PFIZER INC

-15.91%

Shares10.6K

Event2026-06-30

Filed2026-07-07

CITIGROUP INC

-35.34%

Shares1.8K

Event2026-06-30

Filed2026-07-07

VBR

VANGUARD INDEX FDS

0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-07

PAYX

PAYCHEX INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-07

NVS

NOVARTIS AG

3.34%

Shares1.5K

Event2026-06-30

Filed2026-07-07

BLK

BLACKROCK INC

-23.17%

Shares252

Event2026-06-30

Filed2026-07-07

EAOR

ISHARES TR

5.85%

Shares6.4K

Event2026-06-30

Filed2026-07-07

BARRICK MNG CORP

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-07

BBIO

BRIDGEBIO PHARMA INC

-2.35%

Shares3.1K

Event2026-06-30

Filed2026-07-07

EMB

ISHARES TR

-0.54%

Shares2.4K

Event2026-06-30

Filed2026-07-07

COIN

COINBASE GLOBAL INC

-26.56%

Shares1.6K

Event2026-06-30

Filed2026-07-07

STARWOOD PPTY TR INC

2.16%

Shares14.1K

Event2026-06-30

Filed2026-07-07

KLAC

KLA CORP

200.00%

Shares762

Event2026-06-30

Filed2026-07-07

TSLX

SIXTH STREET SPECIALTY LENDI

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-07

AMG

AFFILIATED MANAGERS GROUP

New

Shares661

Event2026-06-30

Filed2026-07-07

MFC

MANULIFE FINL CORP

New

Shares5.4K

Event2026-06-30

Filed2026-07-07

VOOG

VANGUARD ADMIRAL FDS INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-07

RDDT

REDDIT INC

-23.46%

Shares1.2K

Event2026-06-30

Filed2026-07-07

ESLT

ELBIT SYS LTD

0.00%

Shares280

Event2026-06-30

Filed2026-07-07

ACWI

ISHARES TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-07

IDEXX LABS INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-07

SPDR SERIES TRUST

New

Shares2.3K

Event2026-06-30

Filed2026-07-07

ANET

ARISTA NETWORKS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-07

MAT

MATTEL INC

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-07

GSBD

GOLDMAN SACHS BDC INC

-1.47%

Shares14.8K

Event2026-06-30

Filed2026-07-07

SNDK

SANDISK CORP

New

Shares61

Event2026-06-30

Filed2026-07-07

WDC

WESTERN DIGITAL CORP

New

Shares215

Event2026-06-30

Filed2026-07-07

PNBK

PATRIOT NATL BANCORP INC

0.00%

Shares100.0K

Event2026-06-30

Filed2026-07-07

BLND

BLEND LABS INC

New

Shares45.0K

Event2026-06-30

Filed2026-07-07

ALLO

ALLOGENE THERAPEUTICS INC

New

Shares36.0K

Event2026-06-30

Filed2026-07-07

SOXL

DIREXION SHARES ETF TRUST

New

Shares150

Event2026-06-30

Filed2026-07-07

NNOX

NANO X IMAGING LTD

0.00%

Shares24.2K

Event2026-06-30

Filed2026-07-07

OPK

OPKO HEALTH INC

0.00%

Shares18.6K

Event2026-06-30

Filed2026-07-07

FATE

FATE THERAPEUTICS INC

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-07

FNGR

FINGERMOTION INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-07

Call Option Holdings

MU Call CallMICRON TECHNOLOGY INC400 sharesnew addition2026-06-302026-07-07

SNDK Call CallSANDISK CORP200 shares-66.67%2026-06-302026-07-07

SOXL Call CallDIREXION SHARES ETF TRUST1.4K sharesnew addition2026-06-302026-07-07

LRCX Call CallLAM RESEARCH CORP500 sharesnew addition2026-06-302026-07-07

WDC Call CallWESTERN DIGITAL CORP300 sharesnew addition2026-06-302026-07-07

CLS Call CallCELESTICA INC400 sharesnew addition2026-06-302026-07-07

AAPL Call CallAPPLE INC500 sharesnew addition2026-06-302026-07-07

LLY Call CallELI LILLY & CO100 sharesnew addition2026-06-302026-07-07

GEV Call CallGE VERNOVA INC100 sharesnew addition2026-06-302026-07-07

SEAGATE TECHNOLOGY HLDNGS PL Call CallSEAGATE TECHNOLOGY HLDNGS PL100 sharesnew addition2026-06-302026-07-07

TSLA Call CallTESLA INC200 sharesnew addition2026-06-302026-07-07

APPLIED MATLS INC Call CallAPPLIED MATLS INC100 sharesnew addition2026-06-302026-07-07

NVDA Call CallNVIDIA CORPORATION300 sharesnew addition2026-06-302026-07-07

TSM Call CallTAIWAN SEMICONDUCTOR MANUFAC100 sharesnew addition2026-06-302026-07-07

BROADCOM INC Call CallBROADCOM INC100 sharesnew addition2026-06-302026-07-07

MU Call

MICRON TECHNOLOGY INC

New

Shares400

Event2026-06-30

Filed2026-07-07

SNDK Call

SANDISK CORP

-66.67%

Shares200

Event2026-06-30

Filed2026-07-07

SOXL Call

DIREXION SHARES ETF TRUST

New

Shares1.4K

Event2026-06-30

Filed2026-07-07

LRCX Call

LAM RESEARCH CORP

New

Shares500

Event2026-06-30

Filed2026-07-07

WDC Call

WESTERN DIGITAL CORP

New

Shares300

Event2026-06-30

Filed2026-07-07

CLS Call

CELESTICA INC

New

Shares400

Event2026-06-30

Filed2026-07-07

AAPL Call

APPLE INC

New

Shares500

Event2026-06-30

Filed2026-07-07

LLY Call

ELI LILLY & CO

New

Shares100

Event2026-06-30

Filed2026-07-07

GEV Call

GE VERNOVA INC

New

Shares100

Event2026-06-30

Filed2026-07-07

SEAGATE TECHNOLOGY HLDNGS PL Call

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares100

Event2026-06-30

Filed2026-07-07

TSLA Call

TESLA INC

New

Shares200

Event2026-06-30

Filed2026-07-07

APPLIED MATLS INC Call

APPLIED MATLS INC

New

Shares100

Event2026-06-30

Filed2026-07-07

NVDA Call

NVIDIA CORPORATION

New

Shares300

Event2026-06-30

Filed2026-07-07

TSM Call

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares100

Event2026-06-30

Filed2026-07-07

BROADCOM INC Call

BROADCOM INC

New

Shares100

Event2026-06-30

Filed2026-07-07

Put Option Holdings

No put option holdings data available