Sponsored

The Analysis of BROWN WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, BROWN WEALTH MANAGEMENT, LLC holds 134 types of securities in its portfolio with a total value $447.2M. In the most recent quarter, they have increased their positions in VUG (+214.0K shares, valued at $18.4M), NOBL (+67.3K shares, valued at $3.8M), JAAA (+68.9K shares, valued at $3.5M); decreased their positions in VWOB (-39.9K shares, valued at $2.7M), LLY (-1.5K shares, valued at $1.8M), PSTP (-36.9K shares, valued at $1.4M); initiated new positions in SPHY (+31.6K shares, valued at $739.6K), JEPI (+12.6K shares, valued at $710.0K), MU (+576 shares, valued at $664.9K).

1M P&L

+448.3K+0.13%

3M P&L

+5.6M+1.64%

HY P&L

-79.7M-18.76%

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/A322.3M

90.5%

2Semiconductors7.9M

2.2%

3Consumer Electronics5.8M

1.6%

Top Industries by Stock Count

1N/A78 stocks

67.8%

2Semiconductors5 stocks

4.3%

3Drug Manufacturers - General3 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR105.0K shares2.00%2026-06-302026-07-20

VEA VANGUARD TAX-MANAGED FDS445.6K shares1.72%2026-06-302026-07-20

BIV VANGUARD BD INDEX FDS388.4K shares12.04%2026-06-302026-07-20

VTV VANGUARD INDEX FDS105.4K shares6.80%2026-06-302026-07-20

VUG VANGUARD INDEX FDS256.8K shares499.11%2026-06-302026-07-20

MUB ISHARES TR193.5K shares14.66%2026-06-302026-07-20

SUB ISHARES TR168.1K shares8.18%2026-06-302026-07-20

VWO VANGUARD INTL EQUITY INDEX F192.0K shares14.02%2026-06-302026-07-20

Sponsored

IDEV ISHARES TR128.6K shares10.46%2026-06-302026-07-20

PSTP INNOVATOR ETFS TRUST275.8K shares-11.81%2026-06-302026-07-20

SCHO SCHWAB STRATEGIC TR410.0K shares3.26%2026-06-302026-07-20

JAAA JANUS DETROIT STR TR175.5K shares64.65%2026-06-302026-07-20

NOBL PROSHARES TR129.5K shares108.03%2026-06-302026-07-20

BNDX VANGUARD CHARLOTTE FDS148.2K shares8.60%2026-06-302026-07-20

TLT ISHARES TR82.2K shares9.63%2026-06-302026-07-20

AIQ GLOBAL X FDS99.0K shares44.45%2026-06-302026-07-20

Sponsored

IJH ISHARES TR79.8K shares2.10%2026-06-302026-07-20

NVDA NVIDIA CORPORATION29.8K shares2.76%2026-06-302026-07-20

AAPL APPLE INC20.0K shares4.37%2026-06-302026-07-20

VWOB VANGUARD WHITEHALL FDS85.3K shares-31.88%2026-06-302026-07-20

VTEB VANGUARD MUN BD FDS112.3K shares-11.49%2026-06-302026-07-20

SCHV SCHWAB STRATEGIC TR161.0K shares-0.77%2026-06-302026-07-20

SCHG SCHWAB STRATEGIC TR158.5K shares-1.55%2026-06-302026-07-20

BALT INNOVATOR ETFS TRUST155.8K shares5.72%2026-06-302026-07-20

Sponsored

QAI NEW YORK LIFE INVESTMENTS ET132.8K shares3.27%2026-06-302026-07-20

EEM ISHARES TR61.6K shares3.37%2026-06-302026-07-20

IBIT ISHARES BITCOIN TRUST ETF101.4K shares29.89%2026-06-302026-07-20

USMV ISHARES TR34.3K shares-0.46%2026-06-302026-07-20

ISHARES TR ISHARES TR29.0K shares1.46%2026-06-302026-07-20

GLTR ABRDN PRECIOUS METALS BASKET15.0K shares3.03%2026-06-302026-07-20

VBK VANGUARD INDEX FDS6.5K shares-0.56%2026-06-302026-07-20

VTES VANGUARD WELLINGTON FD22.6K shares-9.04%2026-06-302026-07-20

Sponsored

GOOG ALPHABET INC6.2K shares-1.02%2026-06-302026-07-20

VBR VANGUARD INDEX FDS9.0K shares1.91%2026-06-302026-07-20

ZDEK INNOVATOR ETFS TRUST78.2K shares7.68%2026-06-302026-07-20

AMZN AMAZON COM INC8.6K shares3.33%2026-06-302026-07-20

PJUN INNOVATOR ETFS TRUST45.4K shares518.16%2026-06-302026-07-20

HYD VANECK ETF TRUST36.5K shares10.81%2026-06-302026-07-20

EFAV ISHARES TR20.6K shares-0.77%2026-06-302026-07-20

QQQ INVESCO QQQ TR2.4K shares75.02%2026-06-302026-07-20

Sponsored

VTIP VANGUARD MALVERN FDS34.0K shares-0.67%2026-06-302026-07-20

IWV ISHARES TR4.0K shares49.89%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO5.0K shares3.19%2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS4.2K shares-2.22%2026-06-302026-07-20

HOOD ROBINHOOD MKTS INC15.4K shares11.44%2026-06-302026-07-20

IJR ISHARES TR10.2K shares-29.46%2026-06-302026-07-20

MSFT MICROSOFT CORP3.8K shares-24.90%2026-06-302026-07-20

TSLA TESLA INC3.1K shares-12.19%2026-06-302026-07-20

Sponsored

GOOGL ALPHABET INC3.7K shares2.26%2026-06-302026-07-20

JBTM JBT MAREL CORPORATION8.8K shares0.00%2026-06-302026-07-20

BROADCOM INC BROADCOM INC3.0K shares9.31%2026-06-302026-07-20

SPLV INVESCO EXCH TRADED FD TR II14.7K shares0.02%2026-06-302026-07-20

ZSEP INNOVATOR ETFS TRUST38.8K shares13.89%2026-06-302026-07-20

ZMAR INNOVATOR ETFS TRUST37.7K shares14.57%2026-06-302026-07-20

ZJUN INNOVATOR ETFS TRUST38.6K shares15.06%2026-06-302026-07-20

IWO ISHARES TR2.5K shares-1.63%2026-06-302026-07-20

Sponsored

RSP INVESCO EXCHANGE TRADED FD T4.5K shares10.23%2026-06-302026-07-20

VOO VANGUARD INDEX FDS1.4K shares2.85%2026-06-302026-07-20

CVS CVS HEALTH CORP8.9K shares-25.45%2026-06-302026-07-20

SHM SPDR SERIES TRUST18.1K shares5.46%2026-06-302026-07-20

IWN ISHARES TR3.8K shares-2.90%2026-06-302026-07-20

SCHD SCHWAB STRATEGIC TR25.4K shares60.03%2026-06-302026-07-20

HYMB SPDR SERIES TRUST29.9K shares-8.80%2026-06-302026-07-20

SPHY SPDR SERIES TRUST31.6K sharesnew addition2026-06-302026-07-20

Sponsored

SCHH SCHWAB STRATEGIC TR31.2K shares-13.79%2026-06-302026-07-20

AMD ADVANCED MICRO DEVICES INC1.3K shares-1.25%2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T969 shares15.22%2026-06-302026-07-20

IEMG ISHARES INC8.7K shares24.61%2026-06-302026-07-20

ALT ALTIMMUNE INC236.1K shares0.00%2026-06-302026-07-20

JEPI J P MORGAN EXCHANGE TRADED F12.6K sharesnew addition2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC1.2K shares-16.91%2026-06-302026-07-20

MU MICRON TECHNOLOGY INC576 sharesnew addition2026-06-302026-07-20

Sponsored

IVW ISHARES TR4.6K shares0.00%2026-06-302026-07-20

ZJUL INNOVATOR ETFS TRUST20.0K shares-5.45%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares23.14%2026-06-302026-07-20

XDSQ INNOVATOR ETFS TRUST13.1K shares-25.93%2026-06-302026-07-20

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.7K shares-14.48%2026-06-302026-07-20

MGK VANGUARD WORLD FD6.4K shares413.13%2026-06-302026-07-20

LLY ELI LILLY & CO461 shares-76.55%2026-06-302026-07-20

AAOI APPLIED OPTOELECTRONICS INC3.5K shares-32.06%2026-06-302026-07-20

Sponsored

PDEC INNOVATOR ETFS TRUST11.3K shares0.00%2026-06-302026-07-20

GPIQ GOLDMAN SACHS ETF TR8.7K sharesnew addition2026-06-302026-07-20

CAT CATERPILLAR INC454 shares4.61%2026-06-302026-07-20

GPIX GOLDMAN SACHS ETF TR8.7K sharesnew addition2026-06-302026-07-20

EW EDWARDS LIFESCIENCES CORP5.3K shares1.13%2026-06-302026-07-20

DTE DTE ENERGY CO3.1K shares0.00%2026-06-302026-07-20

IGF ISHARES TR6.6K sharesnew addition2026-06-302026-07-20

ABBVIE INC ABBVIE INC1.7K shares4.68%2026-06-302026-07-20

Sponsored

IDLV INVESCO EXCH TRADED FD TR II12.4K shares0.00%2026-06-302026-07-20

CHAT TIDAL TRUST II4.3K shares-0.35%2026-06-302026-07-20

WAY WAYSTAR HLDG CORP20.1K sharesnew addition2026-06-302026-07-20

PSEP INNOVATOR ETFS TRUST9.0K shares0.00%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION441 shares3.04%2026-06-302026-07-20

SCHX SCHWAB STRATEGIC TR13.6K shares-0.49%2026-06-302026-07-20

IVE ISHARES TR1.8K shares0.00%2026-06-302026-07-20

WMT WALMART INC3.3K shares4.28%2026-06-302026-07-20

Sponsored

MS MORGAN STANLEY1.8K shares1.86%2026-06-302026-07-20

ACII INNOVATOR ETFS TRUST13.9K sharesnew addition2026-06-302026-07-20

ACEI INNOVATOR ETFS TRUST14.5K sharesnew addition2026-06-302026-07-20

CVX CHEVRON CORPORATION2.0K shares4.25%2026-06-302026-07-20

IAUI NEOS ETF TRUST6.8K sharesnew addition2026-06-302026-07-20

MGV VANGUARD WORLD FD2.0K shares1.07%2026-06-302026-07-20

EXXON MOBIL CORP EXXON MOBIL CORP2.4K shares1.41%2026-06-302026-07-20

PAUG INNOVATOR ETFS TRUST7.1K shares0.00%2026-06-302026-07-20

Sponsored

PG PROCTER & GAMBLE CO2.2K shares-18.07%2026-06-302026-07-20

DDFN INNOVATOR ETFS TRUST15.8K shares0.00%2026-06-302026-07-20

APPLIED MATLS INC APPLIED MATLS INC428 sharesnew addition2026-06-302026-07-20

PJUL INNOVATOR ETFS TRUST6.3K shares-1.14%2026-06-302026-07-20

GS GOLDMAN SACHS GROUP INC286 shares2.88%2026-06-302026-07-20

ONDS ONDAS INC35.0K shares0.00%2026-06-302026-07-20

ZAUG INNOVATOR ETFS TRUST10.3K shares0.00%2026-06-302026-07-20

CISCO SYS INC CISCO SYS INC2.4K sharesnew addition2026-06-302026-07-20

Sponsored

FSEP FIRST TR EXCHNG TRADED FD VI5.1K shares0.00%2026-06-302026-07-20

GE GE AEROSPACE734 shares-4.68%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON1.1K shares-16.60%2026-06-302026-07-20

SPDR SERIES TRUST SPDR SERIES TRUST3.1K shares5.28%2026-06-302026-07-20

MRVL MARVELL TECHNOLOGY INC908 sharesnew addition2026-06-302026-07-20

ORACLE CORP ORACLE CORP1.8K shares1.79%2026-06-302026-07-20

INTC INTEL CORP1.9K sharesnew addition2026-06-302026-07-20

DTM DT MIDSTREAM INC1.8K shares0.00%2026-06-302026-07-20

Sponsored

EMB ISHARES TR2.7K shares-1.95%2026-06-302026-07-20

DELL DELL TECHNOLOGIES INC587 sharesnew addition2026-06-302026-07-20

NETFLIX INC. NETFLIX INC.3.5K shares-4.41%2026-06-302026-07-20

EFA ISHARES TR2.4K sharesnew addition2026-06-302026-07-20

LRCX LAM RESEARCH CORP565 sharesnew addition2026-06-302026-07-20

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC571 sharesnew addition2026-06-302026-07-20

MRK MERCK & CO INC1.8K shares-8.12%2026-06-302026-07-20

XLK SELECT SECTOR SPDR TR1.2K sharesnew addition2026-06-302026-07-20

Sponsored

GEV GE VERNOVA INC190 sharesnew addition2026-06-302026-07-20

CAIE CALAMOS ETF TR7.8K shares-19.40%2026-06-302026-07-20

CIPHER DIGITAL INC CIPHER DIGITAL INC8.5K sharesnew addition2026-06-302026-07-20

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC1.7K shares-16.35%2026-06-302026-07-20

BRBR BELLRING BRANDS INC14.1K sharesnew addition2026-06-302026-07-20

VRRM VERRA MOBILITY CORP36.8K sharesnew addition2026-06-302026-07-20

ISHARES TR

2.00%

Shares105.0K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

1.72%

Shares445.6K

Event2026-06-30

Filed2026-07-20

BIV

VANGUARD BD INDEX FDS

12.04%

Shares388.4K

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD INDEX FDS

6.80%

Shares105.4K

Event2026-06-30

Filed2026-07-20

VUG

VANGUARD INDEX FDS

499.11%

Shares256.8K

Event2026-06-30

Filed2026-07-20

MUB

ISHARES TR

14.66%

Shares193.5K

Event2026-06-30

Filed2026-07-20

SUB

ISHARES TR

8.18%

Shares168.1K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD INTL EQUITY INDEX F

14.02%

Shares192.0K

Event2026-06-30

Filed2026-07-20

IDEV

ISHARES TR

10.46%

Shares128.6K

Event2026-06-30

Filed2026-07-20

PSTP

INNOVATOR ETFS TRUST

-11.81%

Shares275.8K

Event2026-06-30

Filed2026-07-20

SCHO

SCHWAB STRATEGIC TR

3.26%

Shares410.0K

Event2026-06-30

Filed2026-07-20

JAAA

JANUS DETROIT STR TR

64.65%

Shares175.5K

Event2026-06-30

Filed2026-07-20

NOBL

PROSHARES TR

108.03%

Shares129.5K

Event2026-06-30

Filed2026-07-20

BNDX

VANGUARD CHARLOTTE FDS

8.60%

Shares148.2K

Event2026-06-30

Filed2026-07-20

TLT

ISHARES TR

9.63%

Shares82.2K

Event2026-06-30

Filed2026-07-20

AIQ

GLOBAL X FDS

44.45%

Shares99.0K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES TR

2.10%

Shares79.8K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

2.76%

Shares29.8K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

4.37%

Shares20.0K

Event2026-06-30

Filed2026-07-20

VWOB

VANGUARD WHITEHALL FDS

-31.88%

Shares85.3K

Event2026-06-30

Filed2026-07-20

VTEB

VANGUARD MUN BD FDS

-11.49%

Shares112.3K

Event2026-06-30

Filed2026-07-20

SCHV

SCHWAB STRATEGIC TR

-0.77%

Shares161.0K

Event2026-06-30

Filed2026-07-20

SCHG

SCHWAB STRATEGIC TR

-1.55%

Shares158.5K

Event2026-06-30

Filed2026-07-20

BALT

INNOVATOR ETFS TRUST

5.72%

Shares155.8K

Event2026-06-30

Filed2026-07-20

QAI

NEW YORK LIFE INVESTMENTS ET

3.27%

Shares132.8K

Event2026-06-30

Filed2026-07-20

EEM

ISHARES TR

3.37%

Shares61.6K

Event2026-06-30

Filed2026-07-20

IBIT

ISHARES BITCOIN TRUST ETF

29.89%

Shares101.4K

Event2026-06-30

Filed2026-07-20

USMV

ISHARES TR

-0.46%

Shares34.3K

Event2026-06-30

Filed2026-07-20

ISHARES TR

1.46%

Shares29.0K

Event2026-06-30

Filed2026-07-20

GLTR

ABRDN PRECIOUS METALS BASKET

3.03%

Shares15.0K

Event2026-06-30

Filed2026-07-20

VBK

VANGUARD INDEX FDS

-0.56%

Shares6.5K

Event2026-06-30

Filed2026-07-20

VTES

VANGUARD WELLINGTON FD

-9.04%

Shares22.6K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

-1.02%

Shares6.2K

Event2026-06-30

Filed2026-07-20

VBR

VANGUARD INDEX FDS

1.91%

Shares9.0K

Event2026-06-30

Filed2026-07-20

ZDEK

INNOVATOR ETFS TRUST

7.68%

Shares78.2K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

3.33%

Shares8.6K

Event2026-06-30

Filed2026-07-20

PJUN

INNOVATOR ETFS TRUST

518.16%

Shares45.4K

Event2026-06-30

Filed2026-07-20

HYD

VANECK ETF TRUST

10.81%

Shares36.5K

Event2026-06-30

Filed2026-07-20

EFAV

ISHARES TR

-0.77%

Shares20.6K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

75.02%

Shares2.4K

Event2026-06-30

Filed2026-07-20

VTIP

VANGUARD MALVERN FDS

-0.67%

Shares34.0K

Event2026-06-30

Filed2026-07-20

IWV

ISHARES TR

49.89%

Shares4.0K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

3.19%

Shares5.0K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

-2.22%

Shares4.2K

Event2026-06-30

Filed2026-07-20

HOOD

ROBINHOOD MKTS INC

11.44%

Shares15.4K

Event2026-06-30

Filed2026-07-20

IJR

ISHARES TR

-29.46%

Shares10.2K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

-24.90%

Shares3.8K

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC

-12.19%

Shares3.1K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

2.26%

Shares3.7K

Event2026-06-30

Filed2026-07-20

JBTM

JBT MAREL CORPORATION

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-20

BROADCOM INC

9.31%

Shares3.0K

Event2026-06-30

Filed2026-07-20

SPLV

INVESCO EXCH TRADED FD TR II

0.02%

Shares14.7K

Event2026-06-30

Filed2026-07-20

ZSEP

INNOVATOR ETFS TRUST

13.89%

Shares38.8K

Event2026-06-30

Filed2026-07-20

ZMAR

INNOVATOR ETFS TRUST

14.57%

Shares37.7K

Event2026-06-30

Filed2026-07-20

ZJUN

INNOVATOR ETFS TRUST

15.06%

Shares38.6K

Event2026-06-30

Filed2026-07-20

IWO

ISHARES TR

-1.63%

Shares2.5K

Event2026-06-30

Filed2026-07-20

RSP

INVESCO EXCHANGE TRADED FD T

10.23%

Shares4.5K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

2.85%

Shares1.4K

Event2026-06-30

Filed2026-07-20

CVS

CVS HEALTH CORP

-25.45%

Shares8.9K

Event2026-06-30

Filed2026-07-20

SHM

SPDR SERIES TRUST

5.46%

Shares18.1K

Event2026-06-30

Filed2026-07-20

IWN

ISHARES TR

-2.90%

Shares3.8K

Event2026-06-30

Filed2026-07-20

SCHD

SCHWAB STRATEGIC TR

60.03%

Shares25.4K

Event2026-06-30

Filed2026-07-20

HYMB

SPDR SERIES TRUST

-8.80%

Shares29.9K

Event2026-06-30

Filed2026-07-20

SPHY

SPDR SERIES TRUST

New

Shares31.6K

Event2026-06-30

Filed2026-07-20

SCHH

SCHWAB STRATEGIC TR

-13.79%

Shares31.2K

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC

-1.25%

Shares1.3K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

15.22%

Shares969

Event2026-06-30

Filed2026-07-20

IEMG

ISHARES INC

24.61%

Shares8.7K

Event2026-06-30

Filed2026-07-20

ALT

ALTIMMUNE INC

0.00%

Shares236.1K

Event2026-06-30

Filed2026-07-20

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares12.6K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

-16.91%

Shares1.2K

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

New

Shares576

Event2026-06-30

Filed2026-07-20

IVW

ISHARES TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-20

ZJUL

INNOVATOR ETFS TRUST

-5.45%

Shares20.0K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

23.14%

Shares1.1K

Event2026-06-30

Filed2026-07-20

XDSQ

INNOVATOR ETFS TRUST

-25.93%

Shares13.1K

Event2026-06-30

Filed2026-07-20

TRAVELERS COMPANIES INC

-14.48%

Shares1.7K

Event2026-06-30

Filed2026-07-20

MGK

VANGUARD WORLD FD

413.13%

Shares6.4K

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

-76.55%

Shares461

Event2026-06-30

Filed2026-07-20

AAOI

APPLIED OPTOELECTRONICS INC

-32.06%

Shares3.5K

Event2026-06-30

Filed2026-07-20

PDEC

INNOVATOR ETFS TRUST

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-20

GPIQ

GOLDMAN SACHS ETF TR

New

Shares8.7K

Event2026-06-30

Filed2026-07-20

CAT

CATERPILLAR INC

4.61%

Shares454

Event2026-06-30

Filed2026-07-20

GPIX

GOLDMAN SACHS ETF TR

New

Shares8.7K

Event2026-06-30

Filed2026-07-20

EDWARDS LIFESCIENCES CORP

1.13%

Shares5.3K

Event2026-06-30

Filed2026-07-20

DTE

DTE ENERGY CO

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-20

IGF

ISHARES TR

New

Shares6.6K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

4.68%

Shares1.7K

Event2026-06-30

Filed2026-07-20

IDLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-20

CHAT

TIDAL TRUST II

-0.35%

Shares4.3K

Event2026-06-30

Filed2026-07-20

WAY

WAYSTAR HLDG CORP

New

Shares20.1K

Event2026-06-30

Filed2026-07-20

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

3.04%

Shares441

Event2026-06-30

Filed2026-07-20

SCHX

SCHWAB STRATEGIC TR

-0.49%

Shares13.6K

Event2026-06-30

Filed2026-07-20

IVE

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

4.28%

Shares3.3K

Event2026-06-30

Filed2026-07-20

MORGAN STANLEY

1.86%

Shares1.8K

Event2026-06-30

Filed2026-07-20

ACII

INNOVATOR ETFS TRUST

New

Shares13.9K

Event2026-06-30

Filed2026-07-20

ACEI

INNOVATOR ETFS TRUST

New

Shares14.5K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION

4.25%

Shares2.0K

Event2026-06-30

Filed2026-07-20

IAUI

NEOS ETF TRUST

New

Shares6.8K

Event2026-06-30

Filed2026-07-20

MGV

VANGUARD WORLD FD

1.07%

Shares2.0K

Event2026-06-30

Filed2026-07-20

EXXON MOBIL CORP

1.41%

Shares2.4K

Event2026-06-30

Filed2026-07-20

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

-18.07%

Shares2.2K

Event2026-06-30

Filed2026-07-20

DDFN

INNOVATOR ETFS TRUST

0.00%

Shares15.8K

Event2026-06-30

Filed2026-07-20

APPLIED MATLS INC

New

Shares428

Event2026-06-30

Filed2026-07-20

PJUL

INNOVATOR ETFS TRUST

-1.14%

Shares6.3K

Event2026-06-30

Filed2026-07-20

GOLDMAN SACHS GROUP INC

2.88%

Shares286

Event2026-06-30

Filed2026-07-20

ONDS

ONDAS INC

0.00%

Shares35.0K

Event2026-06-30

Filed2026-07-20

ZAUG

INNOVATOR ETFS TRUST

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-20

FSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-20

GE AEROSPACE

-4.68%

Shares734

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

-16.60%

Shares1.1K

Event2026-06-30

Filed2026-07-20

SPDR SERIES TRUST

5.28%

Shares3.1K

Event2026-06-30

Filed2026-07-20

MRVL

MARVELL TECHNOLOGY INC

New

Shares908

Event2026-06-30

Filed2026-07-20

ORACLE CORP

1.79%

Shares1.8K

Event2026-06-30

Filed2026-07-20

INTC

INTEL CORP

New

Shares1.9K

Event2026-06-30

Filed2026-07-20

DTM

DT MIDSTREAM INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-20

EMB

ISHARES TR

-1.95%

Shares2.7K

Event2026-06-30

Filed2026-07-20

DELL

DELL TECHNOLOGIES INC

New

Shares587

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

-4.41%

Shares3.5K

Event2026-06-30

Filed2026-07-20

EFA

ISHARES TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-20

LRCX

LAM RESEARCH CORP

New

Shares565

Event2026-06-30

Filed2026-07-20

UNITEDHEALTH GROUP INC

New

Shares571

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC

-8.12%

Shares1.8K

Event2026-06-30

Filed2026-07-20

XLK

SELECT SECTOR SPDR TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC

New

Shares190

Event2026-06-30

Filed2026-07-20

CAIE

CALAMOS ETF TR

-19.40%

Shares7.8K

Event2026-06-30

Filed2026-07-20

CIPHER DIGITAL INC

New

Shares8.5K

Event2026-06-30

Filed2026-07-20

PALANTIR TECHNOLOGIES INC

-16.35%

Shares1.7K

Event2026-06-30

Filed2026-07-20

BRBR

BELLRING BRANDS INC

New

Shares14.1K

Event2026-06-30

Filed2026-07-20

VRRM

VERRA MOBILITY CORP

New

Shares36.8K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available