Sponsored

The Analysis of Whitaker-Myers Wealth Managers, LTD.'s Holdings & P&L

Currently, Whitaker-Myers Wealth Managers, LTD. holds 113 types of securities in its portfolio with a total value $598.8M. In the most recent quarter, they have increased their positions in VBIL (+57.4K shares, valued at $4.3M), AMD (+5.2K shares, valued at $3.0M), XLK (+14.8K shares, valued at $2.8M); decreased their positions in XLI (-6.5K shares, valued at $1.2M), XLF (-19.7K shares, valued at $1.1M), CRS (-1.1K shares, valued at $664.4K); initiated new positions in AMD (+5.2K shares, valued at $3.0M), DELL (+5.7K shares, valued at $2.4M), GS (+2.4K shares, valued at $2.4M).

1M P&L

+6.0M+1.05%

3M P&L

+24.4M+4.42%

HY P&L

+39.5M+7.35%

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/A518.4M

88.4%

2Drug Manufacturers - General7.3M

1.2%

3Semiconductors6.0M

1.0%

Top Industries by Stock Count

1N/A71 stocks

68.9%

2Semiconductors3 stocks

2.9%

3Drug Manufacturers - General3 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MOAT VANECK ETF TRUST430.7K shares6.22%2026-06-302026-07-09

DBEF DBX ETF TR709.8K shares4.72%2026-06-302026-07-09

QQQM INVESCO EXCH TRADED FD TR II123.3K shares3.85%2026-06-302026-07-09

SPMO INVESCO EXCH TRADED FD TR II220.8K shares3.71%2026-06-302026-07-09

SCHD SCHWAB STRATEGIC TR1.0M shares6.25%2026-06-302026-07-09

VBK VANGUARD INDEX FDS78.3K shares3.85%2026-06-302026-07-09

VBR VANGUARD INDEX FDS114.7K shares6.31%2026-06-302026-07-09

IDMO INVESCO EXCH TRADED FD TR II432.4K shares8.72%2026-06-302026-07-09

Sponsored

IWP ISHARES TR154.4K shares7.76%2026-06-302026-07-09

VBIL VANGUARD INSTL INDEX FD291.0K shares24.57%2026-06-302026-07-09

VOO VANGUARD INDEX FDS30.2K shares3.05%2026-06-302026-07-09

SCHV SCHWAB STRATEGIC TR576.4K shares-0.17%2026-06-302026-07-09

SCHG SCHWAB STRATEGIC TR579.3K shares1.21%2026-06-302026-07-09

IDLV INVESCO EXCH TRADED FD TR II511.1K shares12.49%2026-06-302026-07-09

JPST J P MORGAN EXCHANGE TRADED F330.4K shares20.00%2026-06-302026-07-09

XMVM INVESCO EXCHANGE TRADED FD T231.0K shares6.54%2026-06-302026-07-09

Sponsored

VSS VANGUARD INTL EQUITY INDEX F70.1K shares3.01%2026-06-302026-07-09

RECS COLUMBIA ETF TR I236.5K shares12.36%2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS108.9K shares0.63%2026-06-302026-07-09

IWS ISHARES TR41.2K shares1.38%2026-06-302026-07-09

IJK ISHARES TR36.9K shares4.16%2026-06-302026-07-09

IJJ ISHARES TR29.3K shares5.84%2026-06-302026-07-09

XLK SELECT SECTOR SPDR TR16.6K shares809.11%2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC5.2K sharesnew addition2026-06-302026-07-09

Sponsored

AAPL APPLE INC10.3K shares2.78%2026-06-302026-07-09

ANET ARISTA NETWORKS INC16.8K shares564.05%2026-06-302026-07-09

PTLC PACER FDS TR48.7K shares0.89%2026-06-302026-07-09

GOOGL ALPHABET INC7.8K shares398.22%2026-06-302026-07-09

NVDA NVIDIA CORPORATION13.7K shares-2.31%2026-06-302026-07-09

BTCW WISDOMTREE BITCOIN FD44.3K shares14.47%2026-06-302026-07-09

GEV GE VERNOVA INC2.3K shares-3.22%2026-06-302026-07-09

MTB M & T BK CORP11.2K shares12.61%2026-06-302026-07-09

Sponsored

QUANTA SVCS INC QUANTA SVCS INC3.7K shares-2.87%2026-06-302026-07-09

AMZN AMAZON COM INC10.9K shares-19.85%2026-06-302026-07-09

TSLA TESLA INC6.2K shares-6.61%2026-06-302026-07-09

MRK MERCK & CO INC20.0K shares13.03%2026-06-302026-07-09

CRS CARPENTER TECHNOLOGY CORP4.2K shares-20.54%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL4.9K shares1.00%2026-06-302026-07-09

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION16.8K shares17.33%2026-06-302026-07-09

DELL DELL TECHNOLOGIES INC5.7K sharesnew addition2026-06-302026-07-09

Sponsored

TT TRANE TECHNOLOGIES PLC4.9K shares11.41%2026-06-302026-07-09

AMGN AMGEN INC6.7K shares11.57%2026-06-302026-07-09

GS GOLDMAN SACHS GROUP INC2.4K sharesnew addition2026-06-302026-07-09

WMT WALMART INC20.5K shares17.26%2026-06-302026-07-09

GILD GILEAD SCIENCES INC18.3K shares27.03%2026-06-302026-07-09

PH PARKER-HANNIFIN CORP2.3K shares12.45%2026-06-302026-07-09

MAR MARRIOTT INTL INC NEW6.1K sharesnew addition2026-06-302026-07-09

CSX CSX CORP47.5K shares0.84%2026-06-302026-07-09

Sponsored

CRWV COREWEAVE INC22.3K sharesnew addition2026-06-302026-07-09

VST VISTRA CORP13.7K shares0.14%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO6.6K shares53.74%2026-06-302026-07-09

ISRA VANECK ETF TRUST33.4K shares-3.65%2026-06-302026-07-09

BG BUNGE GLOBAL SA19.6K shares10.11%2026-06-302026-07-09

CLS CELESTICA INC5.6K shares-21.16%2026-06-302026-07-09

ORACLE CORP ORACLE CORP13.7K shares-11.97%2026-06-302026-07-09

APLD APPLIED DIGITAL CORP49.4K sharesnew addition2026-06-302026-07-09

Sponsored

XLI SELECT SECTOR SPDR TR9.4K shares-40.86%2026-06-302026-07-09

ETHA ISHARES ETHEREUM TR144.8K shares14.51%2026-06-302026-07-09

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD17.8K shares28.07%2026-06-302026-07-09

XLF SELECT SECTOR SPDR TR31.6K shares-38.44%2026-06-302026-07-09

XLRE SELECT SECTOR SPDR TR34.4K sharesnew addition2026-06-302026-07-09

FVD FIRST TR EXCHANGE-TRADED FD30.7K shares-8.40%2026-06-302026-07-09

GRNY TIDAL TRUST I52.2K shares-13.44%2026-06-302026-07-09

PTMC PACER FDS TR33.5K shares-5.50%2026-06-302026-07-09

Sponsored

PTIN PACER FDS TR37.3K shares-9.02%2026-06-302026-07-09

SCHB SCHWAB STRATEGIC TR45.2K shares-1.65%2026-06-302026-07-09

ITOT ISHARES TR7.6K shares-9.82%2026-06-302026-07-09

RDVY FIRST TR EXCHANGE TRADED FD14.9K shares-22.72%2026-06-302026-07-09

MSFT MICROSOFT CORP3.2K shares0.60%2026-06-302026-07-09

EPI WISDOMTREE TR26.2K shares-8.03%2026-06-302026-07-09

RPM RPM INTL INC10.0K shares0.00%2026-06-302026-07-09

FTCS FIRST TR EXCHANGE-TRADED FD11.5K shares-1.81%2026-06-302026-07-09

Sponsored

QQQ INVESCO QQQ TR1.4K shares-8.51%2026-06-302026-07-09

NUV NUVEEN MUN VALUE FD INC110.6K shares4.36%2026-06-302026-07-09

COWZ PACER FDS TR16.2K shares-16.51%2026-06-302026-07-09

WWJD NORTHERN LTS FD TR IV26.1K shares5.95%2026-06-302026-07-09

SCHA SCHWAB STRATEGIC TR25.8K shares-0.38%2026-06-302026-07-09

BIBL NORTHERN LTS FD TR IV13.5K shares1.78%2026-06-302026-07-09

PTL NORTHERN LTS FD TR IV2.3K shares7.62%2026-06-302026-07-09

AVUV AMERICAN CENTY ETF TR5.2K shares-13.52%2026-06-302026-07-09

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN12.7K shares22.01%2026-06-302026-07-09

XMHQ INVESCO EXCHANGE TRADED FD T5.7K shares-9.92%2026-06-302026-07-09

IMCG ISHARES TR6.5K shares-0.34%2026-06-302026-07-09

DIVI FRANKLIN TEMPLETON ETF TR14.2K shares-22.24%2026-06-302026-07-09

HAWX ISHARES TR13.0K shares-0.10%2026-06-302026-07-09

GOOG ALPHABET INC1.7K shares3.30%2026-06-302026-07-09

VUG VANGUARD INDEX FDS6.5K shares504.35%2026-06-302026-07-09

NUE NUCOR CORP2.3K shares-10.68%2026-06-302026-07-09

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD11.8K shares-6.99%2026-06-302026-07-09

ESLG STRATEGY SHS16.5K shares9.83%2026-06-302026-07-09

OUNZ VANECK MERK GOLD ETF12.3K shares-11.48%2026-06-302026-07-09

ISMD NORTHERN LTS FD TR IV9.1K shares3.80%2026-06-302026-07-09

ESSC STRATEGY SHS13.1K shares6.57%2026-06-302026-07-09

IJH ISHARES TR5.2K shares-2.17%2026-06-302026-07-09

XMLV INVESCO EXCH TRADED FD TR II5.5K shares-7.79%2026-06-302026-07-09

VNLA JANUS DETROIT STR TR7.4K shares-8.29%2026-06-302026-07-09

Sponsored

DBAW DBX ETF TR7.3K shares-10.78%2026-06-302026-07-09

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T470 shares0.00%2026-06-302026-07-09

EVSM MORGAN STANLEY ETF TRUST6.6K shares34.01%2026-06-302026-07-09

SLV ISHARES SILVER TR5.8K shares-8.29%2026-06-302026-07-09

RWJ INVESCO EXCH TRADED FD TR II5.0K shares-27.49%2026-06-302026-07-09

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD3.2K shares6.60%2026-06-302026-07-09

CAT CATERPILLAR INC273 shares-5.21%2026-06-302026-07-09

ISHARES TR ISHARES TR364 sharesnew addition2026-06-302026-07-09

Sponsored

DGRW WISDOMTREE TR2.8K shares-0.53%2026-06-302026-07-09

VANGUARD INDEX FDS VANGUARD INDEX FDS726 sharesnew addition2026-06-302026-07-09

SIVR ABRDN SILVER ETF TRUST4.5K shares-1.71%2026-06-302026-07-09

TPSC TIMOTHY PLAN5.0K shares-5.22%2026-06-302026-07-09

GRNJ TIDAL TRUST III7.3K sharesnew addition2026-06-302026-07-09

CALF PACER FDS TR4.4K shares-49.13%2026-06-302026-07-09

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC270 sharesnew addition2026-06-302026-07-09

ELCV STRATEGY SHS6.2K sharesnew addition2026-06-302026-07-09

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC428 sharesnew addition2026-06-302026-07-09

MOAT

VANECK ETF TRUST

6.22%

Shares430.7K

Event2026-06-30

Filed2026-07-09

DBEF

DBX ETF TR

4.72%

Shares709.8K

Event2026-06-30

Filed2026-07-09

QQQM

INVESCO EXCH TRADED FD TR II

3.85%

Shares123.3K

Event2026-06-30

Filed2026-07-09

SPMO

INVESCO EXCH TRADED FD TR II

3.71%

Shares220.8K

Event2026-06-30

Filed2026-07-09

SCHD

SCHWAB STRATEGIC TR

6.25%

Shares1.0M

Event2026-06-30

Filed2026-07-09

VBK

VANGUARD INDEX FDS

3.85%

Shares78.3K

Event2026-06-30

Filed2026-07-09

VBR

VANGUARD INDEX FDS

6.31%

Shares114.7K

Event2026-06-30

Filed2026-07-09

IDMO

INVESCO EXCH TRADED FD TR II

8.72%

Shares432.4K

Event2026-06-30

Filed2026-07-09

IWP

ISHARES TR

7.76%

Shares154.4K

Event2026-06-30

Filed2026-07-09

VBIL

VANGUARD INSTL INDEX FD

24.57%

Shares291.0K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

3.05%

Shares30.2K

Event2026-06-30

Filed2026-07-09

SCHV

SCHWAB STRATEGIC TR

-0.17%

Shares576.4K

Event2026-06-30

Filed2026-07-09

SCHG

SCHWAB STRATEGIC TR

1.21%

Shares579.3K

Event2026-06-30

Filed2026-07-09

IDLV

INVESCO EXCH TRADED FD TR II

12.49%

Shares511.1K

Event2026-06-30

Filed2026-07-09

JPST

J P MORGAN EXCHANGE TRADED F

20.00%

Shares330.4K

Event2026-06-30

Filed2026-07-09

XMVM

INVESCO EXCHANGE TRADED FD T

6.54%

Shares231.0K

Event2026-06-30

Filed2026-07-09

VSS

VANGUARD INTL EQUITY INDEX F

3.01%

Shares70.1K

Event2026-06-30

Filed2026-07-09

RECS

COLUMBIA ETF TR I

12.36%

Shares236.5K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

0.63%

Shares108.9K

Event2026-06-30

Filed2026-07-09

IWS

ISHARES TR

1.38%

Shares41.2K

Event2026-06-30

Filed2026-07-09

IJK

ISHARES TR

4.16%

Shares36.9K

Event2026-06-30

Filed2026-07-09

IJJ

ISHARES TR

5.84%

Shares29.3K

Event2026-06-30

Filed2026-07-09

XLK

SELECT SECTOR SPDR TR

809.11%

Shares16.6K

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

New

Shares5.2K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

2.78%

Shares10.3K

Event2026-06-30

Filed2026-07-09

ANET

ARISTA NETWORKS INC

564.05%

Shares16.8K

Event2026-06-30

Filed2026-07-09

PTLC

PACER FDS TR

0.89%

Shares48.7K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

398.22%

Shares7.8K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

-2.31%

Shares13.7K

Event2026-06-30

Filed2026-07-09

BTCW

WISDOMTREE BITCOIN FD

14.47%

Shares44.3K

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC

-3.22%

Shares2.3K

Event2026-06-30

Filed2026-07-09

MTB

M & T BK CORP

12.61%

Shares11.2K

Event2026-06-30

Filed2026-07-09

QUANTA SVCS INC

-2.87%

Shares3.7K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

-19.85%

Shares10.9K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

-6.61%

Shares6.2K

Event2026-06-30

Filed2026-07-09

MRK

MERCK & CO INC

13.03%

Shares20.0K

Event2026-06-30

Filed2026-07-09

CRS

CARPENTER TECHNOLOGY CORP

-20.54%

Shares4.2K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.00%

Shares4.9K

Event2026-06-30

Filed2026-07-09

JOHNSON CONTROLS INTERNATION

17.33%

Shares16.8K

Event2026-06-30

Filed2026-07-09

DELL

DELL TECHNOLOGIES INC

New

Shares5.7K

Event2026-06-30

Filed2026-07-09

TRANE TECHNOLOGIES PLC

11.41%

Shares4.9K

Event2026-06-30

Filed2026-07-09

AMGN

AMGEN INC

11.57%

Shares6.7K

Event2026-06-30

Filed2026-07-09

GOLDMAN SACHS GROUP INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

17.26%

Shares20.5K

Event2026-06-30

Filed2026-07-09

GILD

GILEAD SCIENCES INC

27.03%

Shares18.3K

Event2026-06-30

Filed2026-07-09

PARKER-HANNIFIN CORP

12.45%

Shares2.3K

Event2026-06-30

Filed2026-07-09

MAR

MARRIOTT INTL INC NEW

New

Shares6.1K

Event2026-06-30

Filed2026-07-09

CSX

CSX CORP

0.84%

Shares47.5K

Event2026-06-30

Filed2026-07-09

CRWV

COREWEAVE INC

New

Shares22.3K

Event2026-06-30

Filed2026-07-09

VST

VISTRA CORP

0.14%

Shares13.7K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

53.74%

Shares6.6K

Event2026-06-30

Filed2026-07-09

ISRA

VANECK ETF TRUST

-3.65%

Shares33.4K

Event2026-06-30

Filed2026-07-09

BUNGE GLOBAL SA

10.11%

Shares19.6K

Event2026-06-30

Filed2026-07-09

CLS

CELESTICA INC

-21.16%

Shares5.6K

Event2026-06-30

Filed2026-07-09

ORACLE CORP

-11.97%

Shares13.7K

Event2026-06-30

Filed2026-07-09

APLD

APPLIED DIGITAL CORP

New

Shares49.4K

Event2026-06-30

Filed2026-07-09

XLI

SELECT SECTOR SPDR TR

-40.86%

Shares9.4K

Event2026-06-30

Filed2026-07-09

ETHA

ISHARES ETHEREUM TR

14.51%

Shares144.8K

Event2026-06-30

Filed2026-07-09

ALIBABA GROUP HLDG LTD

28.07%

Shares17.8K

Event2026-06-30

Filed2026-07-09

XLF

SELECT SECTOR SPDR TR

-38.44%

Shares31.6K

Event2026-06-30

Filed2026-07-09

XLRE

SELECT SECTOR SPDR TR

New

Shares34.4K

Event2026-06-30

Filed2026-07-09

FVD

FIRST TR EXCHANGE-TRADED FD

-8.40%

Shares30.7K

Event2026-06-30

Filed2026-07-09

GRNY

TIDAL TRUST I

-13.44%

Shares52.2K

Event2026-06-30

Filed2026-07-09

PTMC

PACER FDS TR

-5.50%

Shares33.5K

Event2026-06-30

Filed2026-07-09

PTIN

PACER FDS TR

-9.02%

Shares37.3K

Event2026-06-30

Filed2026-07-09

SCHB

SCHWAB STRATEGIC TR

-1.65%

Shares45.2K

Event2026-06-30

Filed2026-07-09

ITOT

ISHARES TR

-9.82%

Shares7.6K

Event2026-06-30

Filed2026-07-09

RDVY

FIRST TR EXCHANGE TRADED FD

-22.72%

Shares14.9K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

0.60%

Shares3.2K

Event2026-06-30

Filed2026-07-09

EPI

WISDOMTREE TR

-8.03%

Shares26.2K

Event2026-06-30

Filed2026-07-09

RPM

RPM INTL INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-09

FTCS

FIRST TR EXCHANGE-TRADED FD

-1.81%

Shares11.5K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

-8.51%

Shares1.4K

Event2026-06-30

Filed2026-07-09

NUV

NUVEEN MUN VALUE FD INC

4.36%

Shares110.6K

Event2026-06-30

Filed2026-07-09

COWZ

PACER FDS TR

-16.51%

Shares16.2K

Event2026-06-30

Filed2026-07-09

WWJD

NORTHERN LTS FD TR IV

5.95%

Shares26.1K

Event2026-06-30

Filed2026-07-09

SCHA

SCHWAB STRATEGIC TR

-0.38%

Shares25.8K

Event2026-06-30

Filed2026-07-09

BIBL

NORTHERN LTS FD TR IV

1.78%

Shares13.5K

Event2026-06-30

Filed2026-07-09

PTL

NORTHERN LTS FD TR IV

7.62%

Shares2.3K

Event2026-06-30

Filed2026-07-09

AVUV

AMERICAN CENTY ETF TR

-13.52%

Shares5.2K

Event2026-06-30

Filed2026-07-09

FBTC

FIDELITY WISE ORIGIN BITCOIN

22.01%

Shares12.7K

Event2026-06-30

Filed2026-07-09

XMHQ

INVESCO EXCHANGE TRADED FD T

-9.92%

Shares5.7K

Event2026-06-30

Filed2026-07-09

IMCG

ISHARES TR

-0.34%

Shares6.5K

Event2026-06-30

Filed2026-07-09

DIVI

FRANKLIN TEMPLETON ETF TR

-22.24%

Shares14.2K

Event2026-06-30

Filed2026-07-09

HAWX

ISHARES TR

-0.10%

Shares13.0K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

3.30%

Shares1.7K

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD INDEX FDS

504.35%

Shares6.5K

Event2026-06-30

Filed2026-07-09

NUE

NUCOR CORP

-10.68%

Shares2.3K

Event2026-06-30

Filed2026-07-09

SDVY

FIRST TR EXCHANGE TRADED FD

-6.99%

Shares11.8K

Event2026-06-30

Filed2026-07-09

ESLG

STRATEGY SHS

9.83%

Shares16.5K

Event2026-06-30

Filed2026-07-09

OUNZ

VANECK MERK GOLD ETF

-11.48%

Shares12.3K

Event2026-06-30

Filed2026-07-09

ISMD

NORTHERN LTS FD TR IV

3.80%

Shares9.1K

Event2026-06-30

Filed2026-07-09

ESSC

STRATEGY SHS

6.57%

Shares13.1K

Event2026-06-30

Filed2026-07-09

IJH

ISHARES TR

-2.17%

Shares5.2K

Event2026-06-30

Filed2026-07-09

XMLV

INVESCO EXCH TRADED FD TR II

-7.79%

Shares5.5K

Event2026-06-30

Filed2026-07-09

VNLA

JANUS DETROIT STR TR

-8.29%

Shares7.4K

Event2026-06-30

Filed2026-07-09

DBAW

DBX ETF TR

-10.78%

Shares7.3K

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

0.00%

Shares470

Event2026-06-30

Filed2026-07-09

EVSM

MORGAN STANLEY ETF TRUST

34.01%

Shares6.6K

Event2026-06-30

Filed2026-07-09

SLV

ISHARES SILVER TR

-8.29%

Shares5.8K

Event2026-06-30

Filed2026-07-09

RWJ

INVESCO EXCH TRADED FD TR II

-27.49%

Shares5.0K

Event2026-06-30

Filed2026-07-09

FIRST TR EXCHANGE-TRADED FD

6.60%

Shares3.2K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC

-5.21%

Shares273

Event2026-06-30

Filed2026-07-09

ISHARES TR

New

Shares364

Event2026-06-30

Filed2026-07-09

DGRW

WISDOMTREE TR

-0.53%

Shares2.8K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

New

Shares726

Event2026-06-30

Filed2026-07-09

SIVR

ABRDN SILVER ETF TRUST

-1.71%

Shares4.5K

Event2026-06-30

Filed2026-07-09

TPSC

TIMOTHY PLAN

-5.22%

Shares5.0K

Event2026-06-30

Filed2026-07-09

GRNJ

TIDAL TRUST III

New

Shares7.3K

Event2026-06-30

Filed2026-07-09

CALF

PACER FDS TR

-49.13%

Shares4.4K

Event2026-06-30

Filed2026-07-09

CROWDSTRIKE HLDGS INC

New

Shares270

Event2026-06-30

Filed2026-07-09

ELCV

STRATEGY SHS

New

Shares6.2K

Event2026-06-30

Filed2026-07-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares428

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available