The Analysis of Whipplewood Advisors, LLC's Holdings & P&L


Currently, Whipplewood Advisors, LLC holds 636 types of securities in its portfolio with a total value $148.6M. In the most recent quarter, they have increased their positions in N/A (+51.2K shares, valued at $1.3M), BXSL (+38.6K shares, valued at $914.5K), N/A (+49.1K shares, valued at $909.0K); decreased their positions in TSLA (-10.2K shares, valued at $4.3M), RDVI (-127.0K shares, valued at $3.7M), N/A (-36.0K shares, valued at $2.9M); initiated new positions in N/A (+51.2K shares, valued at $1.3M), PAAA (+5.6K shares, valued at $288.6K), CCL (+248 shares, valued at $7.1K).


1M P&L
+645.2K+0.63%
3M P&L
+3.3M+3.37%
HY P&L
+6.4M+6.71%

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/A104.7M
83.7%
2Asset Management8.3M
6.7%
3Oil & Gas Midstream2.9M
2.4%

Top Industries by Stock Count

1N/A118 stocks
21.1%
2Banks - Regional21 stocks
3.8%
3Software - Application16 stocks
2.9%
Stock Holdings
JAAA
JANUS DETROIT STR TR
-4.98%
Shares326.6K
Event2026-06-30
Filed2026-07-27
ELEVATION SERIES TRUST
ELEVATION SERIES TRUST
-2.54%
Shares437.7K
Event2026-06-30
Filed2026-07-27
JPLD
J P MORGAN EXCHANGE TRADED F
-23.02%
Shares115.7K
Event2026-06-30
Filed2026-07-27
MTUM
ISHARES TR
-12.80%
Shares11.8K
Event2026-06-30
Filed2026-07-27
VIG
VANGUARD SPECIALIZED FUNDS
-3.04%
Shares16.7K
Event2026-06-30
Filed2026-07-27
WEA
WESTERN ASSET PREMIER BD FD
-3.50%
Shares357.0K
Event2026-06-30
Filed2026-07-27
BALT
INNOVATOR ETFS TRUST
-31.19%
Shares98.1K
Event2026-06-30
Filed2026-07-27
ARES CAPITAL CORP
ARES CAPITAL CORP
38.14%
Shares177.7K
Event2026-06-30
Filed2026-07-27
VEA
VANGUARD TAX-MANAGED FDS
-15.68%
Shares44.0K
Event2026-06-30
Filed2026-07-27
VIGI
VANGUARD WHITEHALL FDS
-4.75%
Shares33.2K
Event2026-06-30
Filed2026-07-27
BXSL
BLACKSTONE SECD LENDING FD
46.54%
Shares121.4K
Event2026-06-30
Filed2026-07-27
VT
VANGUARD INTL EQUITY INDEX F
-4.57%
Shares17.4K
Event2026-06-30
Filed2026-07-27
FNDF
SCHWAB STRATEGIC TR
-11.74%
Shares50.5K
Event2026-06-30
Filed2026-07-27
AAPL
APPLE INC
-43.80%
Shares7.7K
Event2026-06-30
Filed2026-07-27
EPD
ENTERPRISE PRODS PARTNERS L
0.00%
Shares59.9K
Event2026-06-30
Filed2026-07-27
TAFI
AB ACTIVE ETFS INC
9.62%
Shares86.4K
Event2026-06-30
Filed2026-07-27
JEPI
J P MORGAN EXCHANGE TRADED F
-1.25%
Shares38.6K
Event2026-06-30
Filed2026-07-27
DFP
FLAHERTY & CRUMRINE DYNAMIC
-1.56%
Shares93.3K
Event2026-06-30
Filed2026-07-27
FNDX
SCHWAB STRATEGIC TR
-2.28%
Shares57.6K
Event2026-06-30
Filed2026-07-27
VWO
VANGUARD INTL EQUITY INDEX F
-10.81%
Shares28.0K
Event2026-06-30
Filed2026-07-27
ISHARES TR
ISHARES TR
-4.27%
Shares2.2K
Event2026-06-30
Filed2026-07-27
EEMV
ISHARES INC
-7.68%
Shares20.6K
Event2026-06-30
Filed2026-07-27
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
-45.21%
Shares24.8K
Event2026-06-30
Filed2026-07-27
PRF
INVESCO EXCHANGE TRADED FD T
-12.99%
Shares27.5K
Event2026-06-30
Filed2026-07-27
PRFZ
INVESCO EXCHANGE TRADED FD T
-6.43%
Shares26.3K
Event2026-06-30
Filed2026-07-27
SCHM
SCHWAB STRATEGIC TR
-6.03%
Shares39.7K
Event2026-06-30
Filed2026-07-27
FNDE
SCHWAB STRATEGIC TR
-6.12%
Shares36.7K
Event2026-06-30
Filed2026-07-27
GBDC
GOLUB CAP BDC INC
33.30%
Shares112.0K
Event2026-06-30
Filed2026-07-27
NIM
NUVEEN SELECT MAT MUN FD
-1.46%
Shares151.0K
Event2026-06-30
Filed2026-07-27
HTGC
HERCULES CAPITAL INC
41.35%
Shares83.5K
Event2026-06-30
Filed2026-07-27
SEI EXCHANGE TRADED FUNDS
SEI EXCHANGE TRADED FUNDS
New
Shares51.2K
Event2026-06-30
Filed2026-07-27
MOTI
VANECK ETF TRUST
11.63%
Shares34.7K
Event2026-06-30
Filed2026-07-27
HYT
BLACKROCK CORPOR HI YLD FD I
-9.03%
Shares131.1K
Event2026-06-30
Filed2026-07-27
VKI
INVESCO ADVANTAGE MUN INCOME
-0.96%
Shares112.5K
Event2026-06-30
Filed2026-07-27
EFAX
SPDR INDEX SHS FDS
2.20%
Shares19.6K
Event2026-06-30
Filed2026-07-27
EVN
EATON VANCE MUN INCOME TR
-0.64%
Shares93.5K
Event2026-06-30
Filed2026-07-27
IIM
INVESCO VALUE MUN INCOME TR
-1.54%
Shares80.6K
Event2026-06-30
Filed2026-07-27
MOAT
VANECK ETF TRUST
-6.97%
Shares9.7K
Event2026-06-30
Filed2026-07-27
BX
BLACKSTONE INC
39.98%
Shares8.5K
Event2026-06-30
Filed2026-07-27
ARES MANAGEMENT CORPORATION
ARES MANAGEMENT CORPORATION
45.35%
Shares8.8K
Event2026-06-30
Filed2026-07-27
NVG
NUVEEN AMT FREE MUN CR INC F
2.86%
Shares75.0K
Event2026-06-30
Filed2026-07-27
DSU
BLACKROCK DEBT STRATEGIES FD
-3.67%
Shares98.9K
Event2026-06-30
Filed2026-07-27
PFN
PIMCO INCOME STRATEGY FD II
-1.62%
Shares134.1K
Event2026-06-30
Filed2026-07-27
PHK
PIMCO HIGH INCOME FD
-1.80%
Shares202.2K
Event2026-06-30
Filed2026-07-27
IGI
WESTERN ASSET INVT GRADE OPP
-4.56%
Shares58.4K
Event2026-06-30
Filed2026-07-27
MCD
MCDONALDS CORP
-3.65%
Shares3.3K
Event2026-06-30
Filed2026-07-27
SPLV
INVESCO EXCH TRADED FD TR II
3.55%
Shares11.7K
Event2026-06-30
Filed2026-07-27
VKQ
INVESCO MUNICIPAL TRUST
-1.74%
Shares87.2K
Event2026-06-30
Filed2026-07-27
NEA
NUVEEN AMT FREE QLTY MUN INC
-0.60%
Shares73.8K
Event2026-06-30
Filed2026-07-27
QQQ
INVESCO QQQ TR
-19.96%
Shares1.2K
Event2026-06-30
Filed2026-07-27
JPST
J P MORGAN EXCHANGE TRADED F
-12.09%
Shares16.3K
Event2026-06-30
Filed2026-07-27
MSFT
MICROSOFT CORP
-54.02%
Shares2.2K
Event2026-06-30
Filed2026-07-27
MGC
VANGUARD WORLD FD
-10.76%
Shares3.0K
Event2026-06-30
Filed2026-07-27
MMD
NYLI MACKAY DEFINEDTERM MUNI
4.28%
Shares50.9K
Event2026-06-30
Filed2026-07-27
JANH
INNOVATOR ETFS TRUST
0.57%
Shares31.7K
Event2026-06-30
Filed2026-07-27
APRH
INNOVATOR ETFS TRUST
-0.31%
Shares31.4K
Event2026-06-30
Filed2026-07-27
JULH
INNOVATOR ETFS TRUST
0.26%
Shares31.4K
Event2026-06-30
Filed2026-07-27
OCTH
INNOVATOR ETFS TRUST
1.58%
Shares32.5K
Event2026-06-30
Filed2026-07-27
GBAB
GUGGENHEIM TAXABLE MUNICP BO
-0.84%
Shares52.4K
Event2026-06-30
Filed2026-07-27
BAB
INVESCO EXCH TRADED FD TR II
-5.51%
Shares28.1K
Event2026-06-30
Filed2026-07-27
TSI
TCW STRATEGIC INCOME FD INC
0.66%
Shares166.9K
Event2026-06-30
Filed2026-07-27
VGM
INVESCO TR INVT GRADE MUNS
-1.32%
Shares69.5K
Event2026-06-30
Filed2026-07-27
SBI
WESTERN ASSET INTER MUNI
-0.49%
Shares91.4K
Event2026-06-30
Filed2026-07-27
TSLX
SIXTH STREET SPECIALTY LENDI
48.87%
Shares40.6K
Event2026-06-30
Filed2026-07-27
EPRF
INNOVATOR ETFS TRUST
2.19%
Shares41.5K
Event2026-06-30
Filed2026-07-27
GPIX
GOLDMAN SACHS ETF TR
-38.10%
Shares11.3K
Event2026-06-30
Filed2026-07-27
RDVI
FIRST TR EXCHANGE-TRADED FD
-85.66%
Shares21.3K
Event2026-06-30
Filed2026-07-27
PML
PIMCO MUN INCOME FD II
4.91%
Shares76.7K
Event2026-06-30
Filed2026-07-27
NZF
NUVEEN MUN CR INCOME FD
-2.64%
Shares45.2K
Event2026-06-30
Filed2026-07-27
ET
ENERGY TRANSFER L P
0.00%
Shares28.9K
Event2026-06-30
Filed2026-07-27
CGBD
CARLYLE SECURED LENDING INC
48.68%
Shares51.8K
Event2026-06-30
Filed2026-07-27
XYLG
GLOBAL X FDS
0.39%
Shares18.8K
Event2026-06-30
Filed2026-07-27
SPGP
INVESCO EXCHANGE TRADED FD T
0.66%
Shares4.4K
Event2026-06-30
Filed2026-07-27
XMMO
INVESCO EXCHANGE TRADED FD T
-14.13%
Shares3.1K
Event2026-06-30
Filed2026-07-27
MSD
MORGAN STANLEY EMKT DBT FD I
-67.70%
Shares69.4K
Event2026-06-30
Filed2026-07-27
FDEM
FIDELITY COVINGTON TRUST
-4.98%
Shares13.7K
Event2026-06-30
Filed2026-07-27
JPRE
J P MORGAN EXCHANGE TRADED F
-16.04%
Shares8.9K
Event2026-06-30
Filed2026-07-27
ARK ETF TR
ARK ETF TR
-86.26%
Shares5.7K
Event2026-06-30
Filed2026-07-27
UNP
UNION PAC CORP
-8.54%
Shares1.5K
Event2026-06-30
Filed2026-07-27
MAIN
MAIN STR CAP CORP
54.65%
Shares8.1K
Event2026-06-30
Filed2026-07-27
MGNR
AMERICAN BEACON SELECT FUNDS
-48.78%
Shares8.3K
Event2026-06-30
Filed2026-07-27
WELL
WELLTOWER INC
-15.36%
Shares1.7K
Event2026-06-30
Filed2026-07-27
SMMU
PIMCO ETF TR
0.82%
Shares7.6K
Event2026-06-30
Filed2026-07-27
MQY
BLACKROCK MUNIYILD QULT FD I
10.09%
Shares32.9K
Event2026-06-30
Filed2026-07-27
VANGUARD SCOTTSDALE FDS
VANGUARD SCOTTSDALE FDS
-11.83%
Shares2.8K
Event2026-06-30
Filed2026-07-27
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-0.46%
Shares437
Event2026-06-30
Filed2026-07-27
VOO
VANGUARD INDEX FDS
-1.06%
Shares468
Event2026-06-30
Filed2026-07-27
BXMT
BLACKSTONE MORTGAGE TRUST IN
-9.61%
Shares18.6K
Event2026-06-30
Filed2026-07-27
APPLIED MATLS INC
APPLIED MATLS INC
310.78%
Shares419
Event2026-06-30
Filed2026-07-27
PAAA
PGIM ETF TR
New
Shares5.6K
Event2026-06-30
Filed2026-07-27
ALAI
THE ALGER ETF TRUST
-87.82%
Shares6.2K
Event2026-06-30
Filed2026-07-27
VFL
ABRDN NATL MUN INCOME FD
4.19%
Shares26.0K
Event2026-06-30
Filed2026-07-27
JIRE
J P MORGAN EXCHANGE TRADED F
-0.64%
Shares3.2K
Event2026-06-30
Filed2026-07-27
SPFF
GLOBAL X FDS
-0.87%
Shares26.4K
Event2026-06-30
Filed2026-07-27
AMZN
AMAZON COM INC
-80.24%
Shares869
Event2026-06-30
Filed2026-07-27
CEV
EATON VANCE CALIF MUN INCOM
4.38%
Shares18.7K
Event2026-06-30
Filed2026-07-27
BUFR
FIRST TR EXCHNG TRADED FD VI
-84.11%
Shares5.4K
Event2026-06-30
Filed2026-07-27
PCQ
PIMCO CALIF MUN INCOME FD
4.70%
Shares21.4K
Event2026-06-30
Filed2026-07-27
ORACLE CORP
ORACLE CORP
21.57%
Shares1.3K
Event2026-06-30
Filed2026-07-27
AMD
ADVANCED MICRO DEVICES INC
-87.54%
Shares312
Event2026-06-30
Filed2026-07-27
CGGR
CAPITAL GROUP GROWTH ETF
-47.50%
Shares3.6K
Event2026-06-30
Filed2026-07-27
PREF
PRINCIPAL EXCHANGE TRADED FD
-58.50%
Shares8.4K
Event2026-06-30
Filed2026-07-27
TMO
THERMO FISHER SCIENTIFIC INC
-24.23%
Shares319
Event2026-06-30
Filed2026-07-27
DIS
DISNEY WALT CO
-7.03%
Shares1.6K
Event2026-06-30
Filed2026-07-27
CISCO SYS INC
CISCO SYS INC
-52.47%
Shares1.0K
Event2026-06-30
Filed2026-07-27
SFLR
INNOVATOR ETFS TRUST
-94.17%
Shares3.1K
Event2026-06-30
Filed2026-07-27
ADOBE INC
ADOBE INC
-11.17%
Shares549
Event2026-06-30
Filed2026-07-27
SCHF
SCHWAB STRATEGIC TR
0.00%
Shares4.1K
Event2026-06-30
Filed2026-07-27
NVDA
NVIDIA CORPORATION
-95.85%
Shares532
Event2026-06-30
Filed2026-07-27
IEMG
ISHARES INC
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-27
MAR
MARRIOTT INTL INC NEW
0.00%
Shares268
Event2026-06-30
Filed2026-07-27
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-0.76%
Shares262
Event2026-06-30
Filed2026-07-27
TSLA
TESLA INC
-97.87%
Shares221
Event2026-06-30
Filed2026-07-27
CIBR
FIRST TR EXCHANGE-TRADED FD
-31.92%
Shares1.0K
Event2026-06-30
Filed2026-07-27
QFLR
INNOVATOR ETFS TRUST
-91.86%
Shares2.5K
Event2026-06-30
Filed2026-07-27
GOOGL
ALPHABET INC
-94.96%
Shares253
Event2026-06-30
Filed2026-07-27
SEIV
SEI EXCHANGE TRADED FUNDS
-48.29%
Shares1.9K
Event2026-06-30
Filed2026-07-27
EMR
EMERSON ELEC CO
-4.99%
Shares609
Event2026-06-30
Filed2026-07-27
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-87.92%
Shares178
Event2026-06-30
Filed2026-07-27
SYK
STRYKER CORPORATION
-37.53%
Shares268
Event2026-06-30
Filed2026-07-27
SEIQ
SEI EXCHANGE TRADED FUNDS
-27.86%
Shares2.1K
Event2026-06-30
Filed2026-07-27
SEIM
SEI EXCHANGE TRADED FUNDS
-53.29%
Shares1.4K
Event2026-06-30
Filed2026-07-27
HELO
J P MORGAN EXCHANGE TRADED F
-77.41%
Shares1.2K
Event2026-06-30
Filed2026-07-27
WMB
WILLIAMS COS INC
-28.74%
Shares999
Event2026-06-30
Filed2026-07-27
SCHG
SCHWAB STRATEGIC TR
3.82%
Shares2.0K
Event2026-06-30
Filed2026-07-27
SEIE
SEI EXCHANGE TRADED FUNDS
273.05%
Shares1.9K
Event2026-06-30
Filed2026-07-27
O
REALTY INCOME CORP
-5.64%
Shares1.1K
Event2026-06-30
Filed2026-07-27
MCI
BARINGS CORPORATE INVS
40.30%
Shares3.7K
Event2026-06-30
Filed2026-07-27
BRK.B
BERKSHIRE HATHAWAY INC DEL
-37.38%
Shares129
Event2026-06-30
Filed2026-07-27
BUFQ
FIRST TR EXCHNG TRADED FD VI
-52.94%
Shares1.6K
Event2026-06-30
Filed2026-07-27
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
-70.20%
Shares152
Event2026-06-30
Filed2026-07-27
FLNG
FLEX LNG LTD
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-27
VOX
VANGUARD WORLD FD
0.00%
Shares330
Event2026-06-30
Filed2026-07-27
NLR
VANECK ETF TRUST
-29.92%
Shares499
Event2026-06-30
Filed2026-07-27
TFC
TRUIST FINL CORP
-82.89%
Shares1.1K
Event2026-06-30
Filed2026-07-27
PSCT
INVESCO EXCH TRADED FD TR II
0.00%
Shares600
Event2026-06-30
Filed2026-07-27
YSEP
FIRST TR EXCHNG TRADED FD VI
-11.54%
Shares1.9K
Event2026-06-30
Filed2026-07-27
SDVD
FIRST TR EXCHANGE-TRADED FD
-96.08%
Shares2.3K
Event2026-06-30
Filed2026-07-27
PSX
PHILLIPS 66
-21.72%
Shares310
Event2026-06-30
Filed2026-07-27
XYL
XYLEM INC
-1.56%
Shares443
Event2026-06-30
Filed2026-07-27
IBM
INTERNATIONAL BUSINESS MACHS
-14.68%
Shares186
Event2026-06-30
Filed2026-07-27
ASE TECHNOLOGY HLDG CO LTD
ASE TECHNOLOGY HLDG CO LTD
-75.88%
Shares1.1K
Event2026-06-30
Filed2026-07-27
GLW
CORNING INC
-81.24%
Shares200
Event2026-06-30
Filed2026-07-27
OKE
ONEOK INC NEW
-73.39%
Shares544
Event2026-06-30
Filed2026-07-27
GOOG
ALPHABET INC
-94.39%
Shares128
Event2026-06-30
Filed2026-07-27
CVS
CVS HEALTH CORP
-22.02%
Shares432
Event2026-06-30
Filed2026-07-27
EOCT
INNOVATOR ETFS TRUST
-14.74%
Shares1.3K
Event2026-06-30
Filed2026-07-27
NVS
NOVARTIS AG
-74.45%
Shares278
Event2026-06-30
Filed2026-07-27
ITT
ITT INC
-4.39%
Shares218
Event2026-06-30
Filed2026-07-27
HOOD
ROBINHOOD MKTS INC
-77.02%
Shares424
Event2026-06-30
Filed2026-07-27
NBIS
NEBIUS GROUP N.V.
-88.45%
Shares149
Event2026-06-30
Filed2026-07-27
PG
PROCTER & GAMBLE CO
-42.68%
Shares278
Event2026-06-30
Filed2026-07-27
VISA INC
VISA INC
-89.50%
Shares115
Event2026-06-30
Filed2026-07-27
T
AT&T INC
-22.63%
Shares1.9K
Event2026-06-30
Filed2026-07-27
AEM
AGNICO EAGLE MINES LTD
0.00%
Shares250
Event2026-06-30
Filed2026-07-27
PM
PHILIP MORRIS INTL INC
-85.39%
Shares212
Event2026-06-30
Filed2026-07-27
SKYY
FIRST TR EXCHANGE-TRADED FD
-70.40%
Shares285
Event2026-06-30
Filed2026-07-27
JNJ
JOHNSON & JOHNSON
-86.34%
Shares147
Event2026-06-30
Filed2026-07-27
META PLATFORMS INC
META PLATFORMS INC
-87.80%
Shares66
Event2026-06-30
Filed2026-07-27
SEIS
SEI EXCHANGE TRADED FUNDS
183.42%
Shares1.0K
Event2026-06-30
Filed2026-07-27
TLN
TALEN ENERGY CORP
-76.52%
Shares85
Event2026-06-30
Filed2026-07-27
MS
MORGAN STANLEY
-68.67%
Shares156
Event2026-06-30
Filed2026-07-27
CGIE
CAPITAL GROUP INTERNATIONAL
0.00%
Shares850
Event2026-06-30
Filed2026-07-27
FRTY
THE ALGER ETF TRUST
-97.54%
Shares1.2K
Event2026-06-30
Filed2026-07-27
JOHNSON CONTROLS INTERNATION
JOHNSON CONTROLS INTERNATION
-67.45%
Shares208
Event2026-06-30
Filed2026-07-27
ALAB
ASTERA LABS INC
-81.00%
Shares61
Event2026-06-30
Filed2026-07-27
COR
CENCORA INC
-68.21%
Shares103
Event2026-06-30
Filed2026-07-27
ROST
ROSS STORES INC
-70.11%
Shares133
Event2026-06-30
Filed2026-07-27
ASTRAZENECA PLC
ASTRAZENECA PLC
-84.40%
Shares149
Event2026-06-30
Filed2026-07-27
COMP
COMPASS INC
-2.44%
Shares2.3K
Event2026-06-30
Filed2026-07-27
LOW
LOWES COS INC
-68.75%
Shares125
Event2026-06-30
Filed2026-07-27
SEEM
SEI EXCHANGE TRADED FUNDS
213.43%
Shares677
Event2026-06-30
Filed2026-07-27
ORI
OLD REP INTL CORP
-2.26%
Shares650
Event2026-06-30
Filed2026-07-27
LLY
ELI LILLY & CO
-75.82%
Shares22
Event2026-06-30
Filed2026-07-27
EDV
VANGUARD WORLD FD
1.51%
Shares404
Event2026-06-30
Filed2026-07-27
GWW
WW GRAINGER INC
-78.41%
Shares19
Event2026-06-30
Filed2026-07-27
BTI
BRITISH AMERN TOB PLC
-72.21%
Shares413
Event2026-06-30
Filed2026-07-27
ABBVIE INC
ABBVIE INC
-63.67%
Shares101
Event2026-06-30
Filed2026-07-27
BCS
BARCLAYS PLC
-78.52%
Shares914
Event2026-06-30
Filed2026-07-27
STT
STATE STR CORP
-47.79%
Shares142
Event2026-06-30
Filed2026-07-27
PEP
PEPSICO INC
-40.74%
Shares176
Event2026-06-30
Filed2026-07-27
SCHE
SCHWAB STRATEGIC TR
-1.36%
Shares652
Event2026-06-30
Filed2026-07-27
COP
CONOCOPHILLIPS
-30.34%
Shares225
Event2026-06-30
Filed2026-07-27
WFC
WELLS FARGO & CO
-43.12%
Shares281
Event2026-06-30
Filed2026-07-27
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
-88.39%
Shares70
Event2026-06-30
Filed2026-07-27
LIN
LINDE PLC
-84.34%
Shares44
Event2026-06-30
Filed2026-07-27
MPV
BARINGS PARTN INVS
2.98%
Shares1.3K
Event2026-06-30
Filed2026-07-27
BCD
ABRDN ETFS
-4.66%
Shares655
Event2026-06-30
Filed2026-07-27
MRK
MERCK & CO INC
-76.53%
Shares169
Event2026-06-30
Filed2026-07-27
SDVY
FIRST TR EXCHANGE TRADED FD
-90.18%
Shares500
Event2026-06-30
Filed2026-07-27
WDC
WESTERN DIGITAL CORP
-93.64%
Shares33
Event2026-06-30
Filed2026-07-27
ADI
ANALOG DEVICES INC
-72.92%
Shares52
Event2026-06-30
Filed2026-07-27
WMT
WALMART INC
-91.62%
Shares177
Event2026-06-30
Filed2026-07-27
OC
OWENS CORNING NEW
-33.86%
Shares125
Event2026-06-30
Filed2026-07-27
FAST
FASTENAL CO
-57.45%
Shares400
Event2026-06-30
Filed2026-07-27
KO
COCA COLA CO
-75.54%
Shares236
Event2026-06-30
Filed2026-07-27
DGRO
ISHARES TR
0.00%
Shares249
Event2026-06-30
Filed2026-07-27
SYY
SYSCO CORP
-60.47%
Shares221
Event2026-06-30
Filed2026-07-27
METV
LISTED FDS TR
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-27
VV
VANGUARD INDEX FDS
0.00%
Shares53
Event2026-06-30
Filed2026-07-27
CVX
CHEVRON CORPORATION
-92.86%
Shares109
Event2026-06-30
Filed2026-07-27
BAC
BANK OF AMER CORP
-67.55%
Shares317
Event2026-06-30
Filed2026-07-27
APPLOVIN CORP
APPLOVIN CORP
-90.79%
Shares35
Event2026-06-30
Filed2026-07-27
AMGN
AMGEN INC
-78.70%
Shares49
Event2026-06-30
Filed2026-07-27
PFD
FLAHERTY & CRUMRINE PFD INCO
-58.86%
Shares1.5K
Event2026-06-30
Filed2026-07-27
MCK
MCKESSON CORP
-89.05%
Shares23
Event2026-06-30
Filed2026-07-27
LRCX
LAM RESEARCH CORP
-97.32%
Shares40
Event2026-06-30
Filed2026-07-27
RACE
FERRARI N V
-84.67%
Shares46
Event2026-06-30
Filed2026-07-27
PIE
INVESCO EXCH TRADED FD TR II
0.00%
Shares505
Event2026-06-30
Filed2026-07-27
RYLD
GLOBAL X FDS
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-27
SCHX
SCHWAB STRATEGIC TR
-92.12%
Shares550
Event2026-06-30
Filed2026-07-27
HEEM
ISHARES INC
0.00%
Shares358
Event2026-06-30
Filed2026-07-27
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-80.86%
Shares31
Event2026-06-30
Filed2026-07-27
MO
ALTRIA GROUP INC
-95.16%
Shares221
Event2026-06-30
Filed2026-07-27
ING
ING GROEP N.V.
-76.56%
Shares495
Event2026-06-30
Filed2026-07-27
MICROCHIP TECHNOLOGY INC.
MICROCHIP TECHNOLOGY INC.
-73.50%
Shares168
Event2026-06-30
Filed2026-07-27
TTE
TOTALENERGIES SE
-75.56%
Shares196
Event2026-06-30
Filed2026-07-27
SHEL
SHELL PLC
-90.37%
Shares190
Event2026-06-30
Filed2026-07-27
RBA
RB GLOBAL INC
-39.00%
Shares122
Event2026-06-30
Filed2026-07-27
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
-88.68%
Shares18
Event2026-06-30
Filed2026-07-27
CMCSA
COMCAST CORP NEW
-41.63%
Shares544
Event2026-06-30
Filed2026-07-27
SCHA
SCHWAB STRATEGIC TR
-88.84%
Shares367
Event2026-06-30
Filed2026-07-27
SE
SEA LTD
-90.12%
Shares137
Event2026-06-30
Filed2026-07-27
MRVL
MARVELL TECHNOLOGY INC
-53.19%
Shares44
Event2026-06-30
Filed2026-07-27
COHR
COHERENT CORP
-63.74%
Shares33
Event2026-06-30
Filed2026-07-27
MMC
MARSH & MCLENNAN COS INC
-74.68%
Shares78
Event2026-06-30
Filed2026-07-27
CGDV
CAPITAL GROUP DIVIDEND VALUE
-98.90%
Shares263
Event2026-06-30
Filed2026-07-27
LHX
L3HARRIS TECHNOLOGIES INC
-25.42%
Shares44
Event2026-06-30
Filed2026-07-27
CDNS
CADENCE DESIGN SYSTEM INC
-63.44%
Shares34
Event2026-06-30
Filed2026-07-27
MU
MICRON TECHNOLOGY INC
-35.29%
Shares11
Event2026-06-30
Filed2026-07-27
NRG
NRG ENERGY INC
-68.05%
Shares85
Event2026-06-30
Filed2026-07-27
BROADCOM INC
BROADCOM INC
-91.67%
Shares32
Event2026-06-30
Filed2026-07-27
GD
GENERAL DYNAMICS CORP
-53.42%
Shares34
Event2026-06-30
Filed2026-07-27
NETFLIX INC.
NETFLIX INC.
-90.86%
Shares163
Event2026-06-30
Filed2026-07-27
EXXON MOBIL CORP
EXXON MOBIL CORP
-95.90%
Shares85
Event2026-06-30
Filed2026-07-27
CCEP
COCA-COLA EUROPACIFIC PARTNE
-70.74%
Shares115
Event2026-06-30
Filed2026-07-27
DATADOG INC
DATADOG INC
-52.22%
Shares43
Event2026-06-30
Filed2026-07-27
SERVICENOW INC
SERVICENOW INC
-78.86%
Shares111
Event2026-06-30
Filed2026-07-27
CHUBB LIMITED
CHUBB LIMITED
-54.29%
Shares32
Event2026-06-30
Filed2026-07-27
WBD
WARNER BROS DISCOVERY INC
-12.45%
Shares408
Event2026-06-30
Filed2026-07-27
QALT
SEI EXCHANGE TRADED FUNDS
0.00%
Shares405
Event2026-06-30
Filed2026-07-27
ISRG
INTUITIVE SURGICAL INC
-86.57%
Shares27
Event2026-06-30
Filed2026-07-27
RTX CORPORATION
RTX CORPORATION
-95.41%
Shares56
Event2026-06-30
Filed2026-07-27
GEV
GE VERNOVA INC
-94.38%
Shares9
Event2026-06-30
Filed2026-07-27
SCI
SERVICE CORP INTL
-47.35%
Shares139
Event2026-06-30
Filed2026-07-27
ANET
ARISTA NETWORKS INC
-86.05%
Shares60
Event2026-06-30
Filed2026-07-27
SAP
SAP SE
-87.06%
Shares66
Event2026-06-30
Filed2026-07-27
SPOTIFY TECHNOLOGY S A
SPOTIFY TECHNOLOGY S A
-67.65%
Shares22
Event2026-06-30
Filed2026-07-27
KOF
COCA-COLA FEMSA SAB DE CV
-78.75%
Shares92
Event2026-06-30
Filed2026-07-27
TM
TOYOTA MOTOR CORP
-81.73%
Shares57
Event2026-06-30
Filed2026-07-27
DUK
DUKE ENERGY CORP NEW
-94.48%
Shares75
Event2026-06-30
Filed2026-07-27
APD
AIR PRODUCTS AND CHEMICALS I
-55.56%
Shares32
Event2026-06-30
Filed2026-07-27
GE
GE AEROSPACE
-93.13%
Shares25
Event2026-06-30
Filed2026-07-27
TDG
TRANSDIGM GROUP INC
-85.42%
Shares7
Event2026-06-30
Filed2026-07-27
NEXTERA ENERGY INC
NEXTERA ENERGY INC
-93.54%
Shares106
Event2026-06-30
Filed2026-07-27
BUD
ANHEUSER BUSCH INBEV SA NV
-66.57%
Shares111
Event2026-06-30
Filed2026-07-27
VRT
VERTIV HOLDINGS CO
-91.12%
Shares27
Event2026-06-30
Filed2026-07-27
AJG
GALLAGHER ARTHUR J & CO
-90.03%
Shares39
Event2026-06-30
Filed2026-07-27
PHG
KONINKLIJKE PHILIPS N V
-66.87%
Shares329
Event2026-06-30
Filed2026-07-27
PH
PARKER-HANNIFIN CORP
-57.14%
Shares9
Event2026-06-30
Filed2026-07-27
NOC
NORTHROP GRUMMAN CORP
-64.58%
Shares17
Event2026-06-30
Filed2026-07-27
NWG
NATWEST GROUP PLC
-68.42%
Shares487
Event2026-06-30
Filed2026-07-27
QXO
QXO INC
-81.48%
Shares494
Event2026-06-30
Filed2026-07-27
LIBERTY MEDIA CORP DEL
LIBERTY MEDIA CORP DEL
-50.00%
Shares88
Event2026-06-30
Filed2026-07-27
PDI
PIMCO DYNAMIC INCOME FD
-96.79%
Shares500
Event2026-06-30
Filed2026-07-27
ETN
EATON CORP PLC
-83.19%
Shares19
Event2026-06-30
Filed2026-07-27
VST
VISTRA CORP
-62.22%
Shares51
Event2026-06-30
Filed2026-07-27
BSX
BOSTON SCIENTIFIC CORP
-72.39%
Shares188
Event2026-06-30
Filed2026-07-27
WCN
WASTE CONNECTIONS INC
-74.74%
Shares48
Event2026-06-30
Filed2026-07-27
MEDTRONIC PLC
MEDTRONIC PLC
-87.98%
Shares97
Event2026-06-30
Filed2026-07-27
SHW
SHERWIN WILLIAMS CO
-74.42%
Shares22
Event2026-06-30
Filed2026-07-27
STRL
STERLING INFRASTRUCTURE INC
0.00%
Shares9
Event2026-06-30
Filed2026-07-27
UBS
UBS GROUP AG
-76.22%
Shares151
Event2026-06-30
Filed2026-07-27
CAT
CATERPILLAR INC
-87.72%
Shares7
Event2026-06-30
Filed2026-07-27
TRAVELERS COMPANIES INC
TRAVELERS COMPANIES INC
-75.56%
Shares22
Event2026-06-30
Filed2026-07-27
ADP
AUTOMATIC DATA PROCESSING IN
-77.46%
Shares32
Event2026-06-30
Filed2026-07-27
CLOUDFLARE INC
CLOUDFLARE INC
-91.94%
Shares29
Event2026-06-30
Filed2026-07-27
CCL
CARNIVAL CORP LTD
New
Shares248
Event2026-06-30
Filed2026-07-27
ABT
ABBOTT LABORATORIES
-65.33%
Shares78
Event2026-06-30
Filed2026-07-27
IBN
ICICI BANK LIMITED
-92.77%
Shares243
Event2026-06-30
Filed2026-07-27
MLM
MARTIN MARIETTA MATLS INC
-64.71%
Shares12
Event2026-06-30
Filed2026-07-27
GSK PLC
GSK PLC
-77.66%
Shares130
Event2026-06-30
Filed2026-07-27
CL
COLGATE PALMOLIVE CO
-68.91%
Shares74
Event2026-06-30
Filed2026-07-27
HD
HOME DEPOT INC
-89.78%
Shares19
Event2026-06-30
Filed2026-07-27
ETSY INC
ETSY INC
-24.79%
Shares88
Event2026-06-30
Filed2026-07-27
S&P GLOBAL INC
S&P GLOBAL INC
-88.32%
Shares16
Event2026-06-30
Filed2026-07-27
FTI
TECHNIPFMC PLC
-48.96%
Shares98
Event2026-06-30
Filed2026-07-27
WAB
WABTEC
-76.00%
Shares24
Event2026-06-30
Filed2026-07-27
ETR
ENTERGY CORP NEW
-48.15%
Shares56
Event2026-06-30
Filed2026-07-27
TGT
TARGET CORP
-91.55%
Shares49
Event2026-06-30
Filed2026-07-27
AZO
AUTOZONE INC
-84.62%
Shares2
Event2026-06-30
Filed2026-07-27
CP
CANADIAN PACIFIC KANSAS CITY
-72.09%
Shares72
Event2026-06-30
Filed2026-07-27
RELX
RELX PLC
-79.82%
Shares197
Event2026-06-30
Filed2026-07-27
CRH
CRH PLC
-66.28%
Shares58
Event2026-06-30
Filed2026-07-27
GFL
GFL ENVIRONMENTAL INC
-78.53%
Shares167
Event2026-06-30
Filed2026-07-27
TAK
TAKEDA PHARMACEUTICAL CO LTD
-70.17%
Shares383
Event2026-06-30
Filed2026-07-27
GPC
GENUINE PARTS CO
-24.64%
Shares52
Event2026-06-30
Filed2026-07-27
BANCO SANTANDER SA
BANCO SANTANDER SA
-81.86%
Shares444
Event2026-06-30
Filed2026-07-27
DAL
DELTA AIR LINES INC
-67.82%
Shares65
Event2026-06-30
Filed2026-07-27
NVO
NOVO-NORDISK A S
-92.62%
Shares124
Event2026-06-30
Filed2026-07-27
MCO
MOODYS CORP
-77.97%
Shares13
Event2026-06-30
Filed2026-07-27
UNM
UNUM GROUP
-36.89%
Shares65
Event2026-06-30
Filed2026-07-27
RIO
RIO TINTO PLC
-90.19%
Shares61
Event2026-06-30
Filed2026-07-27
TJX
TJX COS INC NEW
-91.14%
Shares38
Event2026-06-30
Filed2026-07-27
CORTEVA INC
CORTEVA INC
-94.40%
Shares67
Event2026-06-30
Filed2026-07-27
CORZ
CORE SCIENTIFIC INC NEW
-70.53%
Shares221
Event2026-06-30
Filed2026-07-27
AIG
AMERICAN INTL GROUP INC
-69.92%
Shares74
Event2026-06-30
Filed2026-07-27
HSBC
HSBC HLDGS PLC
-88.38%
Shares58
Event2026-06-30
Filed2026-07-27
TKO
TKO GROUP HOLDINGS INC
-76.92%
Shares27
Event2026-06-30
Filed2026-07-27
BP
BP PLC
-92.68%
Shares147
Event2026-06-30
Filed2026-07-27
JBL
JABIL INC
-83.13%
Shares14
Event2026-06-30
Filed2026-07-27
SONY
SONY GROUP CORP
-83.87%
Shares250
Event2026-06-30
Filed2026-07-27
HDB
HDFC BANK LTD
-63.53%
Shares194
Event2026-06-30
Filed2026-07-27
RYN
RAYONIER INC
0.00%
Shares235
Event2026-06-30
Filed2026-07-27
CMI
CUMMINS INC
-80.56%
Shares7
Event2026-06-30
Filed2026-07-27
HST
HOST HOTELS & RESORTS INC
0.00%
Shares209
Event2026-06-30
Filed2026-07-27
DRI
DARDEN RESTAURANTS INC
-42.86%
Shares24
Event2026-06-30
Filed2026-07-27
BLK
BLACKROCK INC
-72.22%
Shares5
Event2026-06-30
Filed2026-07-27
WRB
BERKLEY W R CORP
-48.48%
Shares68
Event2026-06-30
Filed2026-07-27
AXP
AMERICAN EXPRESS CO
-86.79%
Shares14
Event2026-06-30
Filed2026-07-27
PEG
PUBLIC SVC ENTERPRISE GROUP
-24.00%
Shares57
Event2026-06-30
Filed2026-07-27
UL
UNILEVER PLC
-84.89%
Shares76
Event2026-06-30
Filed2026-07-27
FITB
FIFTH THIRD BANCORP
-64.00%
Shares81
Event2026-06-30
Filed2026-07-27
MSCI
MSCI INC
-89.04%
Shares8
Event2026-06-30
Filed2026-07-27
SNY
SANOFI SA
-86.66%
Shares105
Event2026-06-30
Filed2026-07-27
PPL CORP
PPL CORP
-11.59%
Shares122
Event2026-06-30
Filed2026-07-27
AEE
AMEREN CORP
-17.02%
Shares39
Event2026-06-30
Filed2026-07-27
B
BARRICK MNG CORP
-16.78%
Shares119
Event2026-06-30
Filed2026-07-27
MNST
MONSTER BEVERAGE CORP NEW
-93.16%
Shares45
Event2026-06-30
Filed2026-07-27
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
-83.26%
Shares37
Event2026-06-30
Filed2026-07-27
KMI
KINDER MORGAN INC DEL
-73.88%
Shares134
Event2026-06-30
Filed2026-07-27
FERG
FERGUSON ENTERPRISES INC
-47.06%
Shares18
Event2026-06-30
Filed2026-07-27
LPLA
LPL FINL HLDGS INC
-92.65%
Shares15
Event2026-06-30
Filed2026-07-27
UAL
UNITED AIRLS HLDGS INC
-69.90%
Shares31
Event2026-06-30
Filed2026-07-27
PNC
PNC FINL SVCS GROUP INC
-68.52%
Shares17
Event2026-06-30
Filed2026-07-27
BHP
BHP BILLITON LIMITED
-88.12%
Shares50
Event2026-06-30
Filed2026-07-27
MDLZ
MONDELEZ INTL INC
-88.84%
Shares72
Event2026-06-30
Filed2026-07-27
CBOE
CBOE GLOBAL MKTS INC
-78.48%
Shares17
Event2026-06-30
Filed2026-07-27
SMFG
SUMITOMO MITSUI FIN GRP INC
-83.86%
Shares174
Event2026-06-30
Filed2026-07-27
PANW
PALO ALTO NETWORKS INC
-86.96%
Shares12
Event2026-06-30
Filed2026-07-27
SW
SMURFIT WESTROCK PLC
-64.80%
Shares88
Event2026-06-30
Filed2026-07-27
C
CITIGROUP INC
-86.88%
Shares29
Event2026-06-30
Filed2026-07-27
GS
GOLDMAN SACHS GROUP INC
-90.24%
Shares4
Event2026-06-30
Filed2026-07-27
GGG
GRACO INC
-83.94%
Shares53
Event2026-06-30
Filed2026-07-27
VLTO
VERALTO CORP
-61.86%
Shares45
Event2026-06-30
Filed2026-07-27
ASML
ASML HLDG NV
-98.61%
Shares2
Event2026-06-30
Filed2026-07-27
CEG
CONSTELLATION ENERGY CORP
-57.89%
Shares16
Event2026-06-30
Filed2026-07-27
STLD
STEEL DYNAMICS INC
-85.95%
Shares17
Event2026-06-30
Filed2026-07-27
HEI.A
HEICO CORP NEW
-91.85%
Shares15
Event2026-06-30
Filed2026-07-27
PUK
PRUDENTIAL PLC
-66.43%
Shares142
Event2026-06-30
Filed2026-07-27
CCJ
CAMECO CORP
19.35%
Shares37
Event2026-06-30
Filed2026-07-27
NEM
NEWMONT CORP
-63.96%
Shares40
Event2026-06-30
Filed2026-07-27
ARGENX SE
ARGENX SE
-89.47%
Shares4
Event2026-06-30
Filed2026-07-27
AEP
AMERICAN ELEC PWR CO INC
-70.65%
Shares27
Event2026-06-30
Filed2026-07-27
R
RYDER SYS INC
-62.16%
Shares14
Event2026-06-30
Filed2026-07-27
CARR
CARRIER GLOBAL CORPORATION
-68.55%
Shares50
Event2026-06-30
Filed2026-07-27
AFL
AFLAC INC
-86.58%
Shares31
Event2026-06-30
Filed2026-07-27
HIG
HARTFORD INSURANCE GROUP INC
-71.28%
Shares27
Event2026-06-30
Filed2026-07-27
ACAD
ACADIA PHARMACEUTICALS INC
0.00%
Shares141
Event2026-06-30
Filed2026-07-27
RKLB
ROCKET LAB CORP
0.00%
Shares35
Event2026-06-30
Filed2026-07-27
QCOM
QUALCOMM INC
-99.20%
Shares19
Event2026-06-30
Filed2026-07-27
ABNB
AIRBNB INC
-72.41%
Shares24
Event2026-06-30
Filed2026-07-27
ALC
ALCON AG
-66.88%
Shares51
Event2026-06-30
Filed2026-07-27
NTAP
NETAPP INC
-65.63%
Shares22
Event2026-06-30
Filed2026-07-27
MELI
MERCADOLIBRE INC
-93.75%
Shares2
Event2026-06-30
Filed2026-07-27
UBER
UBER TECHNOLOGIES INC
-84.33%
Shares47
Event2026-06-30
Filed2026-07-27
BKR
BAKER HUGHES COMPANY
-26.51%
Shares61
Event2026-06-30
Filed2026-07-27
SATS
ECHOSTAR CORP
0.00%
Shares32
Event2026-06-30
Filed2026-07-27
NU
NU HLDGS LTD
-95.21%
Shares242
Event2026-06-30
Filed2026-07-27
EG
EVEREST GROUP LTD
-84.75%
Shares9
Event2026-06-30
Filed2026-07-27
SHOP
SHOPIFY INC
-95.94%
Shares28
Event2026-06-30
Filed2026-07-27
MTB
M & T BK CORP
-51.85%
Shares13
Event2026-06-30
Filed2026-07-27
KLAC
KLA CORP
-67.74%
Shares10
Event2026-06-30
Filed2026-07-27
GILD
GILEAD SCIENCES INC
-92.01%
Shares23
Event2026-06-30
Filed2026-07-27
TXRH
TEXAS ROADHOUSE INC
-51.61%
Shares15
Event2026-06-30
Filed2026-07-27
LSTR
LANDSTAR SYS INC
-60.00%
Shares14
Event2026-06-30
Filed2026-07-27
SOUTHERN CO
SOUTHERN CO
-58.90%
Shares30
Event2026-06-30
Filed2026-07-27
LYG
LLOYDS BANKING GROUP PLC
-74.79%
Shares490
Event2026-06-30
Filed2026-07-27
RIVIAN AUTOMOTIVE INC
RIVIAN AUTOMOTIVE INC
-43.71%
Shares161
Event2026-06-30
Filed2026-07-27
PLD
PROLOGIS INC.
-98.26%
Shares20
Event2026-06-30
Filed2026-07-27
PTGX
PROTAGONIST THERAPEUTICS INC
0.00%
Shares22
Event2026-06-30
Filed2026-07-27
ONTO
ONTO INNOVATION INC
0.00%
Shares7
Event2026-06-30
Filed2026-07-27
BIZD
VANECK ETF TRUST
11.41%
Shares205
Event2026-06-30
Filed2026-07-27
MTD
METTLER TOLEDO INTERNATIONAL
-90.00%
Shares2
Event2026-06-30
Filed2026-07-27
RGA
REINSURANCE GROUP AMER INC
-94.67%
Shares12
Event2026-06-30
Filed2026-07-27
CTAS
CINTAS CORP
-89.66%
Shares15
Event2026-06-30
Filed2026-07-27
ABVX
ABIVAX SA
-69.35%
Shares19
Event2026-06-30
Filed2026-07-27
DG
DOLLAR GEN CORP
-54.17%
Shares22
Event2026-06-30
Filed2026-07-27
EHC
ENCOMPASS HEALTH CORP
-74.75%
Shares25
Event2026-06-30
Filed2026-07-27
HEI
HEICO CORP NEW
-88.89%
Shares7
Event2026-06-30
Filed2026-07-27
VRTX
VERTEX PHARMACEUTICALS INC
-97.70%
Shares5
Event2026-06-30
Filed2026-07-27
NUE
NUCOR CORP
0.00%
Shares11
Event2026-06-30
Filed2026-07-27
Q
QNITY ELECTRONICS INC
-73.21%
Shares15
Event2026-06-30
Filed2026-07-27
PFE
PFIZER INC
-62.41%
Shares100
Event2026-06-30
Filed2026-07-27
CINF
CINCINNATI FINL CORP
-75.93%
Shares13
Event2026-06-30
Filed2026-07-27
VTR
VENTAS INC
17.39%
Shares27
Event2026-06-30
Filed2026-07-27
EVR
EVERCORE INC
-70.83%
Shares7
Event2026-06-30
Filed2026-07-27
TXT
TEXTRON INC
-68.67%
Shares26
Event2026-06-30
Filed2026-07-27
CASY
CASEYS GEN STORES INC
-93.33%
Shares3
Event2026-06-30
Filed2026-07-27
NBIX
NEUROCRINE BIOSCIENCES INC
-68.89%
Shares14
Event2026-06-30
Filed2026-07-27
MARRIOTT VACATIONS WORLDWIDE
MARRIOTT VACATIONS WORLDWIDE
0.00%
Shares23
Event2026-06-30
Filed2026-07-27
PHM
PULTE GROUP INC
-88.03%
Shares17
Event2026-06-30
Filed2026-07-27
CHE
CHEMED CORP NEW
-77.27%
Shares5
Event2026-06-30
Filed2026-07-27
GL
GLOBE LIFE INC
0.00%
Shares13
Event2026-06-30
Filed2026-07-27
FNB
F N B CORP
12.04%
Shares121
Event2026-06-30
Filed2026-07-27
DINO
HF SINCLAIR CORP
-61.18%
Shares33
Event2026-06-30
Filed2026-07-27
SNOWFLAKE INC
SNOWFLAKE INC
-96.60%
Shares9
Event2026-06-30
Filed2026-07-27
PRU
PRUDENTIAL FINL INC
-50.00%
Shares21
Event2026-06-30
Filed2026-07-27
OTIS
OTIS WORLDWIDE CORP
-74.80%
Shares31
Event2026-06-30
Filed2026-07-27
CME
CME GROUP INC
-88.51%
Shares10
Event2026-06-30
Filed2026-07-27
MTCH
MATCH GROUP INC NEW
-30.49%
Shares57
Event2026-06-30
Filed2026-07-27
QUANTA SVCS INC
QUANTA SVCS INC
-80.00%
Shares3
Event2026-06-30
Filed2026-07-27
WST
WEST PHARMACEUTICAL SVSC INC
-83.78%
Shares6
Event2026-06-30
Filed2026-07-27
KKR
KKR & CO INC
-39.47%
Shares23
Event2026-06-30
Filed2026-07-27
MAA
MID-AMER APT CMNTYS INC
15.38%
Shares15
Event2026-06-30
Filed2026-07-27
WCC
WESCO INTL INC
-50.00%
Shares6
Event2026-06-30
Filed2026-07-27
WTM
WHITE MTNS INS GROUP LTD
-66.67%
Shares1
Event2026-06-30
Filed2026-07-27
KR
KROGER CO
-90.19%
Shares37
Event2026-06-30
Filed2026-07-27
CMG
CHIPOTLE MEXICAN GRILL INC
-40.00%
Shares60
Event2026-06-30
Filed2026-07-27
KEX
KIRBY CORP
15.38%
Shares15
Event2026-06-30
Filed2026-07-27
HBAN
HUNTINGTON BANCSHARES INC
9.52%
Shares115
Event2026-06-30
Filed2026-07-27
LMT
LOCKHEED MARTIN CORP
-97.98%
Shares4
Event2026-06-30
Filed2026-07-27
AMG
AFFILIATED MANAGERS GROUP
0.00%
Shares6
Event2026-06-30
Filed2026-07-27
TMUS
T-MOBILE US INC
-82.86%
Shares12
Event2026-06-30
Filed2026-07-27
MSGS
MADISON SQUARE GRDN SPRT COR
0.00%
Shares5
Event2026-06-30
Filed2026-07-27
ODFL
OLD DOMINION FREIGHT LINE IN
-79.07%
Shares9
Event2026-06-30
Filed2026-07-27
EOG
EOG RES INC
-48.28%
Shares15
Event2026-06-30
Filed2026-07-27
H
HYATT HOTELS CORP
-66.67%
Shares10
Event2026-06-30
Filed2026-07-27
TROW
PRICE T ROWE GROUP INC
-45.16%
Shares17
Event2026-06-30
Filed2026-07-27
USB
US BANCORP
-99.46%
Shares32
Event2026-06-30
Filed2026-07-27
AGO
ASSURED GUARANTY LTD
-71.43%
Shares24
Event2026-06-30
Filed2026-07-27
BURLINGTON STORES INC
BURLINGTON STORES INC
-70.00%
Shares6
Event2026-06-30
Filed2026-07-27
ON SEMICONDUCTOR CORP
ON SEMICONDUCTOR CORP
0.00%
Shares20
Event2026-06-30
Filed2026-07-27
NYT
NEW YORK TIMES CO MTN BE
-51.79%
Shares27
Event2026-06-30
Filed2026-07-27
LOGI
LOGITECH INTL S A
17.65%
Shares20
Event2026-06-30
Filed2026-07-27
CRM
SALESFORCE INC
-88.89%
Shares12
Event2026-06-30
Filed2026-07-27
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
-98.11%
Shares2
Event2026-06-30
Filed2026-07-27
SFM
SPROUTS FMRS MKT INC
-78.00%
Shares22
Event2026-06-30
Filed2026-07-27
AGILENT TECHNOLOGIES INC
AGILENT TECHNOLOGIES INC
-73.08%
Shares14
Event2026-06-30
Filed2026-07-27
SCHW
SCHWAB CHARLES CORP
-91.27%
Shares20
Event2026-06-30
Filed2026-07-27
PBR
PETROLEO BRASILEIRO S A
-86.56%
Shares114
Event2026-06-30
Filed2026-07-27
USFD
US FOODS HLDG CORP
-90.11%
Shares18
Event2026-06-30
Filed2026-07-27
AMERIPRISE FINL INC
AMERIPRISE FINL INC
-91.49%
Shares4
Event2026-06-30
Filed2026-07-27
INTU
INTUIT
-89.86%
Shares7
Event2026-06-30
Filed2026-07-27
TEL
TE CONNECTIVITY PLC
-40.00%
Shares9
Event2026-06-30
Filed2026-07-27
RF
REGIONS FINANCIAL CORP NEW
-53.13%
Shares60
Event2026-06-30
Filed2026-07-27
ULTA BEAUTY INC
ULTA BEAUTY INC
-71.43%
Shares4
Event2026-06-30
Filed2026-07-27
VVX
V2X INC
0.00%
Shares24
Event2026-06-30
Filed2026-07-27
CRBG
COREBRIDGE FINL INC
19.23%
Shares62
Event2026-06-30
Filed2026-07-27
FOXA
FOX CORP
-61.80%
Shares34
Event2026-06-30
Filed2026-07-27
DTM
DT MIDSTREAM INC
-70.00%
Shares12
Event2026-06-30
Filed2026-07-27
VOD
VODAFONE GROUP PLC
-82.79%
Shares133
Event2026-06-30
Filed2026-07-27
CHD
CHURCH & DWIGHT CO INC
-84.21%
Shares18
Event2026-06-30
Filed2026-07-27
CCI
CROWN CASTLE INC
-70.89%
Shares23
Event2026-06-30
Filed2026-07-27
VMI
VALMONT INDS INC
0.00%
Shares3
Event2026-06-30
Filed2026-07-27
VOYA
VOYA FINANCIAL INC
-62.75%
Shares19
Event2026-06-30
Filed2026-07-27
FHN
FIRST HORIZON CORPORATION
-76.90%
Shares67
Event2026-06-30
Filed2026-07-27
FR
FIRST INDL RLTY TR INC
21.74%
Shares28
Event2026-06-30
Filed2026-07-27
CHKP
CHECK POINT SOFTWARE TECH LT
-80.88%
Shares13
Event2026-06-30
Filed2026-07-27
GM
GENERAL MTRS CO
-82.40%
Shares22
Event2026-06-30
Filed2026-07-27
DEO
DIAGEO PLC
-65.57%
Shares21
Event2026-06-30
Filed2026-07-27
STE
STERIS PLC
-75.00%
Shares8
Event2026-06-30
Filed2026-07-27
CAH
CARDINAL HEALTH INC
-98.66%
Shares7
Event2026-06-30
Filed2026-07-27
DVN
DEVON ENERGY CORP NEW
-34.43%
Shares40
Event2026-06-30
Filed2026-07-27
HLT
HILTON WORLDWIDE HLDGS INC
-85.29%
Shares5
Event2026-06-30
Filed2026-07-27
WSM
WILLIAMS SONOMA INC
-99.30%
Shares7
Event2026-06-30
Filed2026-07-27
MUFG
MITSUBISHI UFJ FINANCIAL GRO
-95.23%
Shares82
Event2026-06-30
Filed2026-07-27
ITW
ILLINOIS TOOL WKS INC
-88.24%
Shares6
Event2026-06-30
Filed2026-07-27
CFG
CITIZENS FINL GROUP INC
-68.92%
Shares23
Event2026-06-30
Filed2026-07-27
RNR
RENAISSANCERE HLDGS LTD
-85.71%
Shares5
Event2026-06-30
Filed2026-07-27
SLB
SLB LIMITED
-70.69%
Shares34
Event2026-06-30
Filed2026-07-27
HUBB
HUBBELL INC
-83.33%
Shares3
Event2026-06-30
Filed2026-07-27
ICLR
ICON PUB LTD CO
-84.21%
Shares9
Event2026-06-30
Filed2026-07-27
WASTE MGMT INC DEL
WASTE MGMT INC DEL
-86.54%
Shares7
Event2026-06-30
Filed2026-07-27
JLL
JONES LANG LASALLE INC
0.00%
Shares5
Event2026-06-30
Filed2026-07-27
OVV
OVINTIV INC
-56.72%
Shares29
Event2026-06-30
Filed2026-07-27
VRSN
VERISIGN INC
-93.41%
Shares6
Event2026-06-30
Filed2026-07-27
ACUITY INC
ACUITY INC
-60.00%
Shares4
Event2026-06-30
Filed2026-07-27
SNN
SMITH & NEPHEW PLC
-55.93%
Shares52
Event2026-06-30
Filed2026-07-27
MTG
MGIC INVT CORP WIS
-87.23%
Shares53
Event2026-06-30
Filed2026-07-27
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
New
Shares11
Event2026-06-30
Filed2026-07-27
DAVE
DAVE INC
0.00%
Shares4
Event2026-06-30
Filed2026-07-27
TXN
TEXAS INSTRS INC
-94.12%
Shares5
Event2026-06-30
Filed2026-07-27
AVY
AVERY DENNISON CORP
-68.97%
Shares9
Event2026-06-30
Filed2026-07-27
BWA
BORGWARNER INC
0.00%
Shares22
Event2026-06-30
Filed2026-07-27
CSL
CARLISLE COS INC
0.00%
Shares4
Event2026-06-30
Filed2026-07-27
GPN
GLOBAL PMTS INC
-4.76%
Shares20
Event2026-06-30
Filed2026-07-27
OZK
BANK OZK LITTLE ROCK ARK
-84.39%
Shares27
Event2026-06-30
Filed2026-07-27
WRBY
WARBY PARKER INC
-22.03%
Shares46
Event2026-06-30
Filed2026-07-27
ESI
ELEMENT SOLUTIONS INC
-88.80%
Shares29
Event2026-06-30
Filed2026-07-27
IBP
INSTALLED BLDG PRODS INC
-62.50%
Shares6
Event2026-06-30
Filed2026-07-27
HLN
HALEON PLC
-74.48%
Shares147
Event2026-06-30
Filed2026-07-27
INSULET CORP
INSULET CORP
-40.00%
Shares9
Event2026-06-30
Filed2026-07-27
LFUS
LITTELFUSE INC
-76.92%
Shares3
Event2026-06-30
Filed2026-07-27
BWXT
BWX TECHNOLOGIES INC
-88.89%
Shares7
Event2026-06-30
Filed2026-07-27
CRL
CHARLES RIV LABS INTL INC
-53.85%
Shares6
Event2026-06-30
Filed2026-07-27
KRC
KILROY REALTY CORP
-50.00%
Shares36
Event2026-06-30
Filed2026-07-27
GIII
G III APPAREL GROUP LTD
0.00%
Shares40
Event2026-06-30
Filed2026-07-27
HMC
HONDA MOTOR CO LTD
-83.88%
Shares49
Event2026-06-30
Filed2026-07-27
BPOP
POPULAR INC
-90.00%
Shares8
Event2026-06-30
Filed2026-07-27

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Whipplewood Advisors, LLC Institutional Holdings, Portfolio & P&L — TradeFomo