Sponsored

The Analysis of BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's Holdings & P&L

Currently, BARON SILVER STEVENS FINANCIAL ADVISORS, LLC holds 140 types of securities in its portfolio with a total value $790.6M. In the most recent quarter, they have increased their positions in IWF (+368.9K shares, valued at $45.8M), VUG (+250.2K shares, valued at $21.6M), AAPL (+26.4K shares, valued at $7.6M); decreased their positions in VGIT (-17.3K shares, valued at $1.0M), ACWV (-5.7K shares, valued at $690.5K), N/A (-1.1K shares, valued at $408.2K); initiated new positions in CINF (+8.0K shares, valued at $1.5M), IBDU (+53.5K shares, valued at $1.2M), QQQ (+1.0K shares, valued at $753.3K).

1M P&L

+2.5M+0.41%

3M P&L

+19.6M+3.36%

HY P&L

-262.3M-30.31%

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/A532.5M

89.5%

2Consumer Electronics19.3M

3.2%

3Internet Content & Information5.6M

0.9%

Top Industries by Stock Count

1N/A68 stocks

56.7%

2Drug Manufacturers - General6 stocks

5.0%

3Aerospace & Defense4 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR87.7K shares0.48%2026-06-302026-07-31

IWF ISHARES TR487.1K shares312.04%2026-06-302026-07-31

VTV VANGUARD INDEX FDS265.4K shares-0.20%2026-06-302026-07-31

VANGUARD INDEX FDS VANGUARD INDEX FDS145.7K shares-0.75%2026-06-302026-07-31

ISHARES TR ISHARES TR456.7K shares7.37%2026-06-302026-07-31

VIG VANGUARD SPECIALIZED FUNDS183.6K shares1.76%2026-06-302026-07-31

BND VANGUARD BD INDEX FDS423.1K shares5.74%2026-06-302026-07-31

IJH ISHARES TR381.1K shares0.74%2026-06-302026-07-31

Sponsored

VXUS VANGUARD STAR FDS310.4K shares-0.66%2026-06-302026-07-31

VUG VANGUARD INDEX FDS298.6K shares516.88%2026-06-302026-07-31

IJR ISHARES TR170.8K shares1.85%2026-06-302026-07-31

USMV ISHARES TR221.2K shares2.35%2026-06-302026-07-31

AAPL APPLE INC66.7K shares65.55%2026-06-302026-07-31

IEMG ISHARES INC217.1K shares2.68%2026-06-302026-07-31

VOO VANGUARD INDEX FDS25.5K shares5.52%2026-06-302026-07-31

ITOT ISHARES TR103.1K shares2.82%2026-06-302026-07-31

Sponsored

ACWV ISHARES INC128.9K shares-4.27%2026-06-302026-07-31

JMUB J P MORGAN EXCHANGE TRADED F274.1K shares16.71%2026-06-302026-07-31

IXUS ISHARES TR143.0K shares3.41%2026-06-302026-07-31

VTEB VANGUARD MUN BD FDS208.8K shares0.79%2026-06-302026-07-31

VYM VANGUARD WHITEHALL FDS63.6K shares-1.15%2026-06-302026-07-31

MUB ISHARES TR91.4K shares2.47%2026-06-302026-07-31

ISHARES TR ISHARES TR96.6K shares5.73%2026-06-302026-07-31

VFMF VANGUARD WELLINGTON FD43.0K shares7.81%2026-06-302026-07-31

Sponsored

SCHD SCHWAB STRATEGIC TR221.2K shares2.11%2026-06-302026-07-31

VB VANGUARD INDEX FDS23.1K shares0.45%2026-06-302026-07-31

DFAU DIMENSIONAL ETF TRUST118.7K shares5.31%2026-06-302026-07-31

VO VANGUARD INDEX FDS70.9K shares304.63%2026-06-302026-07-31

MSFT MICROSOFT CORP13.3K shares-1.15%2026-06-302026-07-31

VGIT VANGUARD SCOTTSDALE FDS80.3K shares-17.76%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO14.3K shares78.85%2026-06-302026-07-31

VLUE ISHARES TR20.2K shares-8.17%2026-06-302026-07-31

Sponsored

HDV ISHARES TR132.3K shares399.12%2026-06-302026-07-31

XT ISHARES TR40.2K shares1.61%2026-06-302026-07-31

GOOGL ALPHABET INC9.1K shares0.99%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.2K shares0.38%2026-06-302026-07-31

XLK SELECT SECTOR SPDR TR16.1K shares-0.26%2026-06-302026-07-31

AMZN AMAZON COM INC12.2K shares0.02%2026-06-302026-07-31

SGOV ISHARES TR28.9K shares38.03%2026-06-302026-07-31

VWO VANGUARD INTL EQUITY INDEX F46.9K shares0.89%2026-06-302026-07-31

Sponsored

VEA VANGUARD TAX-MANAGED FDS37.3K shares0.96%2026-06-302026-07-31

VEU VANGUARD INTL EQUITY INDEX F29.5K shares-5.94%2026-06-302026-07-31

NVDA NVIDIA CORPORATION12.3K shares-0.32%2026-06-302026-07-31

GOOG ALPHABET INC6.7K shares-1.47%2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL3.7K shares6.42%2026-06-302026-07-31

VTIP VANGUARD MALVERN FDS36.8K shares4.59%2026-06-302026-07-31

VISA INC VISA INC5.1K shares-5.52%2026-06-302026-07-31

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.8K shares-1.04%2026-06-302026-07-31

Sponsored

META PLATFORMS INC META PLATFORMS INC2.9K shares0.55%2026-06-302026-07-31

CINF CINCINNATI FINL CORP8.0K sharesnew addition2026-06-302026-07-31

IBDR ISHARES TR60.7K shares-8.60%2026-06-302026-07-31

FBND FIDELITY MERRIMACK STR TR31.0K shares51.04%2026-06-302026-07-31

IBDT ISHARES TR54.2K shares13.32%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON5.3K shares5.55%2026-06-302026-07-31

APPLIED MATLS INC APPLIED MATLS INC1.8K shares0.00%2026-06-302026-07-31

TSLA TESLA INC3.1K shares-0.84%2026-06-302026-07-31

Sponsored

BROADCOM INC BROADCOM INC3.4K shares3.34%2026-06-302026-07-31

NEXTERA ENERGY INC NEXTERA ENERGY INC14.6K shares4.20%2026-06-302026-07-31

IWD ISHARES TR5.2K shares0.00%2026-06-302026-07-31

PEP PEPSICO INC9.2K shares-0.73%2026-06-302026-07-31

IBDU ISHARES TR53.5K sharesnew addition2026-06-302026-07-31

IBDS ISHARES TR49.5K shares10.88%2026-06-302026-07-31

PG PROCTER & GAMBLE CO8.0K shares-1.06%2026-06-302026-07-31

TT TRANE TECHNOLOGIES PLC2.1K shares0.00%2026-06-302026-07-31

Sponsored

DIS DISNEY WALT CO10.4K shares-0.22%2026-06-302026-07-31

JPST J P MORGAN EXCHANGE TRADED F18.6K shares-6.48%2026-06-302026-07-31

LLY ELI LILLY & CO775 shares-1.15%2026-06-302026-07-31

GILD GILEAD SCIENCES INC7.2K shares0.00%2026-06-302026-07-31

MRK MERCK & CO INC7.0K shares2.85%2026-06-302026-07-31

EXXON MOBIL CORP EXXON MOBIL CORP6.5K shares107.15%2026-06-302026-07-31

WMT WALMART INC7.6K shares0.00%2026-06-302026-07-31

CAT CATERPILLAR INC794 shares2.19%2026-06-302026-07-31

Sponsored

LRGF ISHARES TR10.9K shares-3.19%2026-06-302026-07-31

SOUTHERN CO SOUTHERN CO8.4K shares3.55%2026-06-302026-07-31

IBDV ISHARES TR34.9K shares7.35%2026-06-302026-07-31

QQQ INVESCO QQQ TR1.0K sharesnew addition2026-06-302026-07-31

CVX CHEVRON CORPORATION4.3K shares-3.26%2026-06-302026-07-31

IBDW ISHARES TR33.2K shares0.00%2026-06-302026-07-31

GLD SPDR GOLD TR1.9K shares-3.06%2026-06-302026-07-31

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.6K shares0.00%2026-06-302026-07-31

Sponsored

VT VANGUARD INTL EQUITY INDEX F4.0K shares0.00%2026-06-302026-07-31

HD HOME DEPOT INC1.8K shares-2.58%2026-06-302026-07-31

MO ALTRIA GROUP INC8.3K shares13.72%2026-06-302026-07-31

CISCO SYS INC CISCO SYS INC5.0K shares-0.60%2026-06-302026-07-31

MCD MCDONALDS CORP2.0K shares-8.43%2026-06-302026-07-31

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.1K shares4.89%2026-06-302026-07-31

RTX CORPORATION RTX CORPORATION2.9K shares0.21%2026-06-302026-07-31

DFUS DIMENSIONAL ETF TRUST6.7K shares0.00%2026-06-302026-07-31

Sponsored

PFE PFIZER INC22.6K shares-1.31%2026-06-302026-07-31

AVUS AMERICAN CENTY ETF TR4.2K shares0.00%2026-06-302026-07-31

IBM INTERNATIONAL BUSINESS MACHS1.9K shares34.63%2026-06-302026-07-31

ABBVIE INC ABBVIE INC2.0K shares-0.80%2026-06-302026-07-31

DUK DUKE ENERGY CORP NEW3.9K shares-2.00%2026-06-302026-07-31

SPAB SPDR SERIES TRUST19.1K shares0.00%2026-06-302026-07-31

AMD ADVANCED MICRO DEVICES INC813 sharesnew addition2026-06-302026-07-31

QUAL ISHARES TR2.1K shares0.00%2026-06-302026-07-31

Sponsored

ED CONSOLIDATED EDISON INC4.0K shares0.00%2026-06-302026-07-31

VGT VANGUARD WORLD FD3.6K shares700.00%2026-06-302026-07-31

APH AMPHENOL CORP2.3K shares2.53%2026-06-302026-07-31

ASML ASML HLDG NV198 shares-7.48%2026-06-302026-07-31

AXP AMERICAN EXPRESS CO1.1K shares2.62%2026-06-302026-07-31

CSX CSX CORP7.7K shares0.00%2026-06-302026-07-31

ESGU ISHARES TR2.2K sharesnew addition2026-06-302026-07-31

ESGV VANGUARD WORLD FD2.7K shares-2.12%2026-06-302026-07-31

Sponsored

IUSB ISHARES TR7.6K shares0.00%2026-06-302026-07-31

GS GOLDMAN SACHS GROUP INC346 shares-1.14%2026-06-302026-07-31

IWM ISHARES TR1.2K shares1.31%2026-06-302026-07-31

MS MORGAN STANLEY1.6K shares8.84%2026-06-302026-07-31

CGGR CAPITAL GROUP GROWTH ETF7.2K sharesnew addition2026-06-302026-07-31

NOC NORTHROP GRUMMAN CORP647 shares0.00%2026-06-302026-07-31

LIN LINDE PLC622 shares0.00%2026-06-302026-07-31

JEPI J P MORGAN EXCHANGE TRADED F5.6K shares-11.01%2026-06-302026-07-31

Sponsored

DE DEERE & CO496 shares-6.42%2026-06-302026-07-31

KLAC KLA CORP1.0K sharesnew addition2026-06-302026-07-31

TXN TEXAS INSTRS INC1.0K shares-2.07%2026-06-302026-07-31

AMGN AMGEN INC835 shares-0.24%2026-06-302026-07-31

BSCR INVESCO EXCH TRD SLF IDX FD15.4K sharesnew addition2026-06-302026-07-31

ANET ARISTA NETWORKS INC1.7K sharesnew addition2026-06-302026-07-31

PM PHILIP MORRIS INTL INC1.6K shares3.93%2026-06-302026-07-31

KO COCA COLA CO3.6K shares0.00%2026-06-302026-07-31

Sponsored

IUSG ISHARES TR1.5K shares0.00%2026-06-302026-07-31

LMT LOCKHEED MARTIN CORP563 shares0.00%2026-06-302026-07-31

MSI MOTOROLA SOLUTIONS INC691 shares0.00%2026-06-302026-07-31

AEP AMERICAN ELEC PWR CO INC2.1K shares-5.05%2026-06-302026-07-31

LCTU BLACKROCK ETF TRUST3.5K sharesnew addition2026-06-302026-07-31

IUSV ISHARES TR2.5K shares0.00%2026-06-302026-07-31

PRU PRUDENTIAL FINL INC2.5K shares0.00%2026-06-302026-07-31

VZ VERIZON COMMUNICATIONS INC6.2K shares0.00%2026-06-302026-07-31

Sponsored

UNP UNION PAC CORP930 shares9.15%2026-06-302026-07-31

ORACLE CORP ORACLE CORP1.6K shares-0.61%2026-06-302026-07-31

SUSA ISHARES TR1.6K shares0.00%2026-06-302026-07-31

IWB ISHARES TR583 shares0.00%2026-06-302026-07-31

SCHX SCHWAB STRATEGIC TR8.0K shares0.00%2026-06-302026-07-31

GD GENERAL DYNAMICS CORP633 shares0.00%2026-06-302026-07-31

TMO THERMO FISHER SCIENTIFIC INC444 shares0.00%2026-06-302026-07-31

EIS ISHARES INC1.8K shares0.62%2026-06-302026-07-31

Sponsored

BA BOEING CO959 sharesnew addition2026-06-302026-07-31

VOE VANGUARD INDEX FDS1.0K sharesnew addition2026-06-302026-07-31

IVE ISHARES TR911 sharesnew addition2026-06-302026-07-31

VFLO VICTORY PORTFOLIOS II4.4K sharesnew addition2026-06-302026-07-31

ISHARES TR

0.48%

Shares87.7K

Event2026-06-30

Filed2026-07-31

IWF

ISHARES TR

312.04%

Shares487.1K

Event2026-06-30

Filed2026-07-31

VTV

VANGUARD INDEX FDS

-0.20%

Shares265.4K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

-0.75%

Shares145.7K

Event2026-06-30

Filed2026-07-31

ISHARES TR

7.37%

Shares456.7K

Event2026-06-30

Filed2026-07-31

VIG

VANGUARD SPECIALIZED FUNDS

1.76%

Shares183.6K

Event2026-06-30

Filed2026-07-31

BND

VANGUARD BD INDEX FDS

5.74%

Shares423.1K

Event2026-06-30

Filed2026-07-31

IJH

ISHARES TR

0.74%

Shares381.1K

Event2026-06-30

Filed2026-07-31

VXUS

VANGUARD STAR FDS

-0.66%

Shares310.4K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD INDEX FDS

516.88%

Shares298.6K

Event2026-06-30

Filed2026-07-31

IJR

ISHARES TR

1.85%

Shares170.8K

Event2026-06-30

Filed2026-07-31

USMV

ISHARES TR

2.35%

Shares221.2K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

65.55%

Shares66.7K

Event2026-06-30

Filed2026-07-31

IEMG

ISHARES INC

2.68%

Shares217.1K

Event2026-06-30

Filed2026-07-31

VOO

VANGUARD INDEX FDS

5.52%

Shares25.5K

Event2026-06-30

Filed2026-07-31

ITOT

ISHARES TR

2.82%

Shares103.1K

Event2026-06-30

Filed2026-07-31

ACWV

ISHARES INC

-4.27%

Shares128.9K

Event2026-06-30

Filed2026-07-31

JMUB

J P MORGAN EXCHANGE TRADED F

16.71%

Shares274.1K

Event2026-06-30

Filed2026-07-31

IXUS

ISHARES TR

3.41%

Shares143.0K

Event2026-06-30

Filed2026-07-31

VTEB

VANGUARD MUN BD FDS

0.79%

Shares208.8K

Event2026-06-30

Filed2026-07-31

VYM

VANGUARD WHITEHALL FDS

-1.15%

Shares63.6K

Event2026-06-30

Filed2026-07-31

MUB

ISHARES TR

2.47%

Shares91.4K

Event2026-06-30

Filed2026-07-31

ISHARES TR

5.73%

Shares96.6K

Event2026-06-30

Filed2026-07-31

VFMF

VANGUARD WELLINGTON FD

7.81%

Shares43.0K

Event2026-06-30

Filed2026-07-31

SCHD

SCHWAB STRATEGIC TR

2.11%

Shares221.2K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

0.45%

Shares23.1K

Event2026-06-30

Filed2026-07-31

DFAU

DIMENSIONAL ETF TRUST

5.31%

Shares118.7K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

304.63%

Shares70.9K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

-1.15%

Shares13.3K

Event2026-06-30

Filed2026-07-31

VGIT

VANGUARD SCOTTSDALE FDS

-17.76%

Shares80.3K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

78.85%

Shares14.3K

Event2026-06-30

Filed2026-07-31

VLUE

ISHARES TR

-8.17%

Shares20.2K

Event2026-06-30

Filed2026-07-31

HDV

ISHARES TR

399.12%

Shares132.3K

Event2026-06-30

Filed2026-07-31

ISHARES TR

1.61%

Shares40.2K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

0.99%

Shares9.1K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

0.38%

Shares4.2K

Event2026-06-30

Filed2026-07-31

XLK

SELECT SECTOR SPDR TR

-0.26%

Shares16.1K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

0.02%

Shares12.2K

Event2026-06-30

Filed2026-07-31

SGOV

ISHARES TR

38.03%

Shares28.9K

Event2026-06-30

Filed2026-07-31

VWO

VANGUARD INTL EQUITY INDEX F

0.89%

Shares46.9K

Event2026-06-30

Filed2026-07-31

VEA

VANGUARD TAX-MANAGED FDS

0.96%

Shares37.3K

Event2026-06-30

Filed2026-07-31

VEU

VANGUARD INTL EQUITY INDEX F

-5.94%

Shares29.5K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

-0.32%

Shares12.3K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

-1.47%

Shares6.7K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

6.42%

Shares3.7K

Event2026-06-30

Filed2026-07-31

VTIP

VANGUARD MALVERN FDS

4.59%

Shares36.8K

Event2026-06-30

Filed2026-07-31

VISA INC

-5.52%

Shares5.1K

Event2026-06-30

Filed2026-07-31

COSTCO WHOLESALE CORPORATION

-1.04%

Shares1.8K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

0.55%

Shares2.9K

Event2026-06-30

Filed2026-07-31

CINF

CINCINNATI FINL CORP

New

Shares8.0K

Event2026-06-30

Filed2026-07-31

IBDR

ISHARES TR

-8.60%

Shares60.7K

Event2026-06-30

Filed2026-07-31

FBND

FIDELITY MERRIMACK STR TR

51.04%

Shares31.0K

Event2026-06-30

Filed2026-07-31

IBDT

ISHARES TR

13.32%

Shares54.2K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

5.55%

Shares5.3K

Event2026-06-30

Filed2026-07-31

APPLIED MATLS INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-31

TSLA

TESLA INC

-0.84%

Shares3.1K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

3.34%

Shares3.4K

Event2026-06-30

Filed2026-07-31

NEXTERA ENERGY INC

4.20%

Shares14.6K

Event2026-06-30

Filed2026-07-31

IWD

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

-0.73%

Shares9.2K

Event2026-06-30

Filed2026-07-31

IBDU

ISHARES TR

New

Shares53.5K

Event2026-06-30

Filed2026-07-31

IBDS

ISHARES TR

10.88%

Shares49.5K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

-1.06%

Shares8.0K

Event2026-06-30

Filed2026-07-31

TRANE TECHNOLOGIES PLC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-31

DIS

DISNEY WALT CO

-0.22%

Shares10.4K

Event2026-06-30

Filed2026-07-31

JPST

J P MORGAN EXCHANGE TRADED F

-6.48%

Shares18.6K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

-1.15%

Shares775

Event2026-06-30

Filed2026-07-31

GILD

GILEAD SCIENCES INC

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-31

MRK

MERCK & CO INC

2.85%

Shares7.0K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL CORP

107.15%

Shares6.5K

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-31

CAT

CATERPILLAR INC

2.19%

Shares794

Event2026-06-30

Filed2026-07-31

LRGF

ISHARES TR

-3.19%

Shares10.9K

Event2026-06-30

Filed2026-07-31

SOUTHERN CO

3.55%

Shares8.4K

Event2026-06-30

Filed2026-07-31

IBDV

ISHARES TR

7.35%

Shares34.9K

Event2026-06-30

Filed2026-07-31

QQQ

INVESCO QQQ TR

New

Shares1.0K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORPORATION

-3.26%

Shares4.3K

Event2026-06-30

Filed2026-07-31

IBDW

ISHARES TR

0.00%

Shares33.2K

Event2026-06-30

Filed2026-07-31

GLD

SPDR GOLD TR

-3.06%

Shares1.9K

Event2026-06-30

Filed2026-07-31

UNITEDHEALTH GROUP INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-31

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC

-2.58%

Shares1.8K

Event2026-06-30

Filed2026-07-31

ALTRIA GROUP INC

13.72%

Shares8.3K

Event2026-06-30

Filed2026-07-31

CISCO SYS INC

-0.60%

Shares5.0K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

-8.43%

Shares2.0K

Event2026-06-30

Filed2026-07-31

MASTERCARD INCORPORATED

4.89%

Shares1.1K

Event2026-06-30

Filed2026-07-31

RTX CORPORATION

0.21%

Shares2.9K

Event2026-06-30

Filed2026-07-31

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-31

PFE

PFIZER INC

-1.31%

Shares22.6K

Event2026-06-30

Filed2026-07-31

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-31

IBM

INTERNATIONAL BUSINESS MACHS

34.63%

Shares1.9K

Event2026-06-30

Filed2026-07-31

ABBVIE INC

-0.80%

Shares2.0K

Event2026-06-30

Filed2026-07-31

DUK

DUKE ENERGY CORP NEW

-2.00%

Shares3.9K

Event2026-06-30

Filed2026-07-31

SPAB

SPDR SERIES TRUST

0.00%

Shares19.1K

Event2026-06-30

Filed2026-07-31

AMD

ADVANCED MICRO DEVICES INC

New

Shares813

Event2026-06-30

Filed2026-07-31

QUAL

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-31

CONSOLIDATED EDISON INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-31

VGT

VANGUARD WORLD FD

700.00%

Shares3.6K

Event2026-06-30

Filed2026-07-31

APH

AMPHENOL CORP

2.53%

Shares2.3K

Event2026-06-30

Filed2026-07-31

ASML

ASML HLDG NV

-7.48%

Shares198

Event2026-06-30

Filed2026-07-31

AXP

AMERICAN EXPRESS CO

2.62%

Shares1.1K

Event2026-06-30

Filed2026-07-31

CSX

CSX CORP

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-31

ESGU

ISHARES TR

New

Shares2.2K

Event2026-06-30

Filed2026-07-31

ESGV

VANGUARD WORLD FD

-2.12%

Shares2.7K

Event2026-06-30

Filed2026-07-31

IUSB

ISHARES TR

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-31

GOLDMAN SACHS GROUP INC

-1.14%

Shares346

Event2026-06-30

Filed2026-07-31

IWM

ISHARES TR

1.31%

Shares1.2K

Event2026-06-30

Filed2026-07-31

MORGAN STANLEY

8.84%

Shares1.6K

Event2026-06-30

Filed2026-07-31

CGGR

CAPITAL GROUP GROWTH ETF

New

Shares7.2K

Event2026-06-30

Filed2026-07-31

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares647

Event2026-06-30

Filed2026-07-31

LIN

LINDE PLC

0.00%

Shares622

Event2026-06-30

Filed2026-07-31

JEPI

J P MORGAN EXCHANGE TRADED F

-11.01%

Shares5.6K

Event2026-06-30

Filed2026-07-31

DEERE & CO

-6.42%

Shares496

Event2026-06-30

Filed2026-07-31

KLAC

KLA CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-31

TXN

TEXAS INSTRS INC

-2.07%

Shares1.0K

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC

-0.24%

Shares835

Event2026-06-30

Filed2026-07-31

BSCR

INVESCO EXCH TRD SLF IDX FD

New

Shares15.4K

Event2026-06-30

Filed2026-07-31

ANET

ARISTA NETWORKS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-31

PHILIP MORRIS INTL INC

3.93%

Shares1.6K

Event2026-06-30

Filed2026-07-31

COCA COLA CO

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-31

IUSG

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-31

LMT

LOCKHEED MARTIN CORP

0.00%

Shares563

Event2026-06-30

Filed2026-07-31

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares691

Event2026-06-30

Filed2026-07-31

AEP

AMERICAN ELEC PWR CO INC

-5.05%

Shares2.1K

Event2026-06-30

Filed2026-07-31

LCTU

BLACKROCK ETF TRUST

New

Shares3.5K

Event2026-06-30

Filed2026-07-31

IUSV

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-31

PRU

PRUDENTIAL FINL INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-31

VERIZON COMMUNICATIONS INC

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-31

UNP

UNION PAC CORP

9.15%

Shares930

Event2026-06-30

Filed2026-07-31

ORACLE CORP

-0.61%

Shares1.6K

Event2026-06-30

Filed2026-07-31

SUSA

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-31

IWB

ISHARES TR

0.00%

Shares583

Event2026-06-30

Filed2026-07-31

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-31

GENERAL DYNAMICS CORP

0.00%

Shares633

Event2026-06-30

Filed2026-07-31

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares444

Event2026-06-30

Filed2026-07-31

EIS

ISHARES INC

0.62%

Shares1.8K

Event2026-06-30

Filed2026-07-31

BOEING CO

New

Shares959

Event2026-06-30

Filed2026-07-31

VOE

VANGUARD INDEX FDS

New

Shares1.0K

Event2026-06-30

Filed2026-07-31

IVE

ISHARES TR

New

Shares911

Event2026-06-30

Filed2026-07-31

VFLO

VICTORY PORTFOLIOS II

New

Shares4.4K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available