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


Currently, Hegarty Advisors, LLC holds 66 types of securities in its portfolio with a total value $145.3M. In the most recent quarter, they have increased their positions in VOE (+5.2K shares, valued at $1.0M), VO (+10.7K shares, valued at $859.0K), QQQM (+2.7K shares, valued at $814.1K); decreased their positions in VOO (-1.0K shares, valued at $717.7K), AMZN (-1.2K shares, valued at $294.3K), RSP (-883 shares, valued at $187.9K); initiated new positions in PWV (+5.4K shares, valued at $412.8K), MDY (+419 shares, valued at $294.7K), GOOGL (+680 shares, valued at $243.0K).


1M P&L
-353.5K-0.28%
3M P&L
+1.2M+0.98%
HY P&L
+5.2M+4.31%

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/A128.8M
96.2%
2Consumer Electronics1.9M
1.4%
3Capital Markets990.1K
0.7%

Top Industries by Stock Count

1N/A52 stocks
86.7%
2Internet Content & Information2 stocks
3.3%
3Internet Retail1 stocks
1.7%
Stock Holdings
VEU
VANGUARD INTL EQUITY INDEX F
0.94%
Shares214.8K
Event2026-06-30
Filed2026-07-27
VOO
VANGUARD INDEX FDS
-4.25%
Shares23.5K
Event2026-06-30
Filed2026-07-27
VBR
VANGUARD INDEX FDS
-0.15%
Shares45.0K
Event2026-06-30
Filed2026-07-27
STRV
EA SERIES TRUST
0.17%
Shares152.0K
Event2026-06-30
Filed2026-07-27
VOE
VANGUARD INDEX FDS
20.21%
Shares30.7K
Event2026-06-30
Filed2026-07-27
VT
VANGUARD INTL EQUITY INDEX F
0.34%
Shares37.1K
Event2026-06-30
Filed2026-07-27
VONV
VANGUARD SCOTTSDALE FDS
2.68%
Shares51.0K
Event2026-06-30
Filed2026-07-27
VIOV
VANGUARD ADMIRAL FDS INC
6.19%
Shares42.3K
Event2026-06-30
Filed2026-07-27
QQQM
INVESCO EXCH TRADED FD TR II
21.51%
Shares15.2K
Event2026-06-30
Filed2026-07-27
RSP
INVESCO EXCHANGE TRADED FD T
-4.08%
Shares20.8K
Event2026-06-30
Filed2026-07-27
VCSH
VANGUARD SCOTTSDALE FDS
22.94%
Shares46.8K
Event2026-06-30
Filed2026-07-27
EMXC
ISHARES INC
6.60%
Shares35.7K
Event2026-06-30
Filed2026-07-27
ALPS ETF TR
ALPS ETF TR
3.50%
Shares60.4K
Event2026-06-30
Filed2026-07-27
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-0.62%
Shares8.3K
Event2026-06-30
Filed2026-07-27
QQQ
INVESCO QQQ TR
-0.13%
Shares3.8K
Event2026-06-30
Filed2026-07-27
VYM
VANGUARD WHITEHALL FDS
3.05%
Shares16.8K
Event2026-06-30
Filed2026-07-27
VTIP
VANGUARD MALVERN FDS
4.28%
Shares51.6K
Event2026-06-30
Filed2026-07-27
BND
VANGUARD BD INDEX FDS
6.28%
Shares35.1K
Event2026-06-30
Filed2026-07-27
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
1.19%
Shares3.4K
Event2026-06-30
Filed2026-07-27
VWO
VANGUARD INTL EQUITY INDEX F
-7.53%
Shares34.5K
Event2026-06-30
Filed2026-07-27
VTV
VANGUARD INDEX FDS
1.72%
Shares9.1K
Event2026-06-30
Filed2026-07-27
VEA
VANGUARD TAX-MANAGED FDS
6.32%
Shares27.6K
Event2026-06-30
Filed2026-07-27
PFFD
GLOBAL X FDS
2.99%
Shares103.8K
Event2026-06-30
Filed2026-07-27
AAPL
APPLE INC
-1.30%
Shares6.5K
Event2026-06-30
Filed2026-07-27
WORLD GOLD TR
WORLD GOLD TR
1.71%
Shares21.1K
Event2026-06-30
Filed2026-07-27
VGSH
VANGUARD SCOTTSDALE FDS
-1.30%
Shares27.2K
Event2026-06-30
Filed2026-07-27
VB
VANGUARD INDEX FDS
-0.34%
Shares4.7K
Event2026-06-30
Filed2026-07-27
SIVR
ABRDN SILVER ETF TRUST
-1.22%
Shares23.0K
Event2026-06-30
Filed2026-07-27
VO
VANGUARD INDEX FDS
300.90%
Shares14.2K
Event2026-06-30
Filed2026-07-27
MTBA
SIMPLIFY EXCHANGE TRADED FUN
-5.77%
Shares20.7K
Event2026-06-30
Filed2026-07-27
GS
GOLDMAN SACHS GROUP INC
0.00%
Shares979
Event2026-06-30
Filed2026-07-27
ICSH
ISHARES TR
2.13%
Shares19.2K
Event2026-06-30
Filed2026-07-27
PDBA
INVESCO ACTVELY MNGD ETC FD
-1.28%
Shares26.0K
Event2026-06-30
Filed2026-07-27
VIOO
VANGUARD ADMIRAL FDS INC
-11.54%
Shares6.6K
Event2026-06-30
Filed2026-07-27
VIG
VANGUARD SPECIALIZED FUNDS
1.87%
Shares3.8K
Event2026-06-30
Filed2026-07-27
STXE
EA SERIES TRUST
-8.49%
Shares15.2K
Event2026-06-30
Filed2026-07-27
VGIT
VANGUARD SCOTTSDALE FDS
0.71%
Shares12.3K
Event2026-06-30
Filed2026-07-27
DGRO
ISHARES TR
16.00%
Shares9.5K
Event2026-06-30
Filed2026-07-27
VUG
VANGUARD INDEX FDS
500.16%
Shares7.5K
Event2026-06-30
Filed2026-07-27
MSFT
MICROSOFT CORP
1.18%
Shares1.7K
Event2026-06-30
Filed2026-07-27
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-27
DIA
STATE STR SPDR DOW JONES IND
0.30%
Shares1.0K
Event2026-06-30
Filed2026-07-27
HYBB
ISHARES TR
10.99%
Shares10.9K
Event2026-06-30
Filed2026-07-27
ISHARES TR
ISHARES TR
0.00%
Shares647
Event2026-06-30
Filed2026-07-27
VCIT
VANGUARD SCOTTSDALE FDS
32.26%
Shares5.5K
Event2026-06-30
Filed2026-07-27
XLE
SELECT SECTOR SPDR TR
3.00%
Shares8.4K
Event2026-06-30
Filed2026-07-27
AMZN
AMAZON COM INC
-40.07%
Shares1.8K
Event2026-06-30
Filed2026-07-27
VPU
VANGUARD WORLD FD
11.75%
Shares2.2K
Event2026-06-30
Filed2026-07-27
PWV
INVESCO EXCHANGE TRADED FD T
New
Shares5.4K
Event2026-06-30
Filed2026-07-27
SPYV
SPDR SERIES TRUST
0.24%
Shares5.4K
Event2026-06-30
Filed2026-07-27
SPHY
SPDR SERIES TRUST
1.75%
Shares13.6K
Event2026-06-30
Filed2026-07-27
NVDA
NVIDIA CORPORATION
0.13%
Shares1.6K
Event2026-06-30
Filed2026-07-27
BRK.B
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares628
Event2026-06-30
Filed2026-07-27
IWB
ISHARES TR
0.00%
Shares749
Event2026-06-30
Filed2026-07-27
TIP
ISHARES TR
-6.06%
Shares2.8K
Event2026-06-30
Filed2026-07-27
MDY
STATE STR SPDR S&P MIDCAP 40
New
Shares419
Event2026-06-30
Filed2026-07-27
GOOGL
ALPHABET INC
New
Shares680
Event2026-06-30
Filed2026-07-27
PTNQ
PACER FDS TR
New
Shares2.7K
Event2026-06-30
Filed2026-07-27
VSS
VANGUARD INTL EQUITY INDEX F
New
Shares1.5K
Event2026-06-30
Filed2026-07-27
EEM
ISHARES TR
-28.71%
Shares3.2K
Event2026-06-30
Filed2026-07-27
VXUS
VANGUARD STAR FDS
New
Shares2.5K
Event2026-06-30
Filed2026-07-27
GOOG
ALPHABET INC
New
Shares601
Event2026-06-30
Filed2026-07-27
IJH
ISHARES TR
New
Shares2.7K
Event2026-06-30
Filed2026-07-27
VAW
VANGUARD WORLD FD
New
Shares914
Event2026-06-30
Filed2026-07-27
VNQ
VANGUARD INDEX FDS
New
Shares2.1K
Event2026-06-30
Filed2026-07-27
PFF
ISHARES TR
1.36%
Shares6.7K
Event2026-06-30
Filed2026-07-27

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Hegarty Advisors, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo