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The Analysis of High Net Worth Advisory Group LLC's Holdings & P&L

Currently, High Net Worth Advisory Group LLC holds 250 types of securities in its portfolio with a total value $470.7M. In the most recent quarter, they have increased their positions in VUG (+77.5K shares, valued at $6.7M), VGT (+40.4K shares, valued at $4.8M), MGK (+36.5K shares, valued at $3.2M); decreased their positions in JEPI (-16.3K shares, valued at $918.8K), VOT (-1.7K shares, valued at $530.8K), N/A (-2.8K shares, valued at $386.0K); initiated new positions in N/A (+1.1K shares, valued at $759.9K), ROK (+1.3K shares, valued at $638.1K), OKTA (+4.0K shares, valued at $547.4K).

1M P&L

+1.8M+0.44%

3M P&L

+18.5M+4.89%

HY P&L

-64.2M-13.93%

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/A258.7M

65.8%

2Semiconductors24.6M

6.3%

3Consumer Electronics14.9M

3.8%

Top Industries by Stock Count

1N/A128 stocks

58.4%

2Drug Manufacturers - General7 stocks

3.2%

3Biotechnology6 stocks

2.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS46.7K shares-0.48%2026-06-302026-07-29

NVDA NVIDIA CORPORATION111.0K shares0.22%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS77.6K shares0.35%2026-06-302026-07-29

VYM VANGUARD WHITEHALL FDS104.4K shares0.41%2026-06-302026-07-29

AAPL APPLE INC51.4K shares-0.17%2026-06-302026-07-29

ISHARES TR ISHARES TR140.3K shares0.71%2026-06-302026-07-29

CGBL CAPITAL GROUP CORE BALANCED330.8K shares4.37%2026-06-302026-07-29

ABBVIE INC ABBVIE INC45.4K shares-0.11%2026-06-302026-07-29

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JEPI J P MORGAN EXCHANGE TRADED F147.6K shares-9.93%2026-06-302026-07-29

VUG VANGUARD INDEX FDS92.8K shares506.42%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T10.7K shares-1.43%2026-06-302026-07-29

SCHD SCHWAB STRATEGIC TR237.7K shares1.64%2026-06-302026-07-29

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F112.1K shares-2.85%2026-06-302026-07-29

AMZN AMAZON COM INC26.7K shares3.62%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS15.7K shares1.03%2026-06-302026-07-29

VYMI VANGUARD WHITEHALL FDS58.3K shares5.67%2026-06-302026-07-29

Sponsored

VIGI VANGUARD WHITEHALL FDS60.2K shares1.74%2026-06-302026-07-29

SPHQ INVESCO EXCHANGE TRADED FD T61.1K shares0.53%2026-06-302026-07-29

VGT VANGUARD WORLD FD46.0K shares711.96%2026-06-302026-07-29

AMGN AMGEN INC15.2K shares0.40%2026-06-302026-07-29

USMV ISHARES TR55.3K shares-1.39%2026-06-302026-07-29

MSFT MICROSOFT CORP13.9K shares10.27%2026-06-302026-07-29

ISHARES TR ISHARES TR53.2K shares0.32%2026-06-302026-07-29

HYMB SPDR SERIES TRUST184.3K shares-1.36%2026-06-302026-07-29

Sponsored

PH PARKER-HANNIFIN CORP4.7K shares0.00%2026-06-302026-07-29

SPYI NEOS ETF TRUST83.2K shares2.08%2026-06-302026-07-29

MGK VANGUARD WORLD FD45.4K shares408.70%2026-06-302026-07-29

IJH ISHARES TR49.6K shares-7.12%2026-06-302026-07-29

GOOG ALPHABET INC10.4K shares5.74%2026-06-302026-07-29

PEP PEPSICO INC25.9K shares-0.31%2026-06-302026-07-29

HD HOME DEPOT INC9.8K shares-2.25%2026-06-302026-07-29

DVY ISHARES TR21.9K shares0.04%2026-06-302026-07-29

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP24.8K shares-10.23%2026-06-302026-07-29

TCAF T ROWE PRICE EXCHANGE-TRADED81.8K shares-2.98%2026-06-302026-07-29

VTV VANGUARD INDEX FDS15.2K shares0.40%2026-06-302026-07-29

VO VANGUARD INDEX FDS40.3K shares268.38%2026-06-302026-07-29

ABT ABBOTT LABORATORIES35.7K shares-0.55%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO9.5K shares0.44%2026-06-302026-07-29

HDV ISHARES TR112.0K shares396.39%2026-06-302026-07-29

WMT WALMART INC26.1K shares6.56%2026-06-302026-07-29

Sponsored

META PLATFORMS INC META PLATFORMS INC5.0K shares-2.02%2026-06-302026-07-29

VTEB VANGUARD MUN BD FDS55.2K shares19.32%2026-06-302026-07-29

GOOGL ALPHABET INC7.7K shares1.32%2026-06-302026-07-29

LLY ELI LILLY & CO2.3K shares-6.43%2026-06-302026-07-29

CAT CATERPILLAR INC2.5K shares-5.01%2026-06-302026-07-29

IEMG ISHARES INC31.8K shares-4.06%2026-06-302026-07-29

GPIX GOLDMAN SACHS ETF TR46.8K shares13.10%2026-06-302026-07-29

AOK ISHARES TR62.6K shares10.60%2026-06-302026-07-29

Sponsored

TSLA TESLA INC6.2K shares-11.86%2026-06-302026-07-29

SPLV INVESCO EXCH TRADED FD TR II33.5K shares-2.77%2026-06-302026-07-29

CGDV CAPITAL GROUP DIVIDEND VALUE50.5K shares6.06%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.6K shares1.21%2026-06-302026-07-29

COWZ PACER FDS TR38.3K shares0.72%2026-06-302026-07-29

SHYD VANECK ETF TRUST100.0K shares0.00%2026-06-302026-07-29

IJR ISHARES TR14.7K shares-2.42%2026-06-302026-07-29

RJF RAYMOND JAMES FINL INC14.0K shares-1.79%2026-06-302026-07-29

Sponsored

MRK MERCK & CO INC15.6K shares2.41%2026-06-302026-07-29

GLD SPDR GOLD TR5.1K shares15.55%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON7.4K shares2.54%2026-06-302026-07-29

AOM ISHARES TR37.3K shares18.04%2026-06-302026-07-29

VB VANGUARD INDEX FDS6.0K shares-3.12%2026-06-302026-07-29

USHY ISHARES TR48.3K shares1.65%2026-06-302026-07-29

VHT VANGUARD WORLD FD5.7K shares-3.03%2026-06-302026-07-29

IWMI NEOS ETF TRUST31.3K shares0.35%2026-06-302026-07-29

Sponsored

DIA STATE STR SPDR DOW JONES IND3.1K shares1.81%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR8.5K shares47.22%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC13.7K shares0.15%2026-06-302026-07-29

PG PROCTER & GAMBLE CO10.8K shares-0.93%2026-06-302026-07-29

KO COCA COLA CO19.5K shares0.25%2026-06-302026-07-29

CVX CHEVRON CORPORATION9.5K shares-12.80%2026-06-302026-07-29

SOUTHERN CO SOUTHERN CO15.9K shares0.00%2026-06-302026-07-29

EXG EATON VANCE TAX-MANAGED GLOB150.7K shares-0.72%2026-06-302026-07-29

Sponsored

DGRO ISHARES TR19.1K shares0.00%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC8.0K shares0.52%2026-06-302026-07-29

NMZ NUVEEN MUN HIGH INCOME OPPOR136.3K shares-2.79%2026-06-302026-07-29

MGV VANGUARD WORLD FD8.8K shares0.00%2026-06-302026-07-29

CSHI NEOS ETF TRUST28.3K shares78.83%2026-06-302026-07-29

GLW CORNING INC5.5K shares18.51%2026-06-302026-07-29

QQQI NEOS ETF TRUST24.6K shares4.30%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION7.3K shares2.13%2026-06-302026-07-29

Sponsored

TT TRANE TECHNOLOGIES PLC2.7K shares5.80%2026-06-302026-07-29

SDY SPDR SERIES TRUST8.8K shares0.08%2026-06-302026-07-29

BAC BANK OF AMER CORP23.0K shares0.00%2026-06-302026-07-29

VBR VANGUARD INDEX FDS5.4K shares0.24%2026-06-302026-07-29

EFA ISHARES TR12.3K shares0.00%2026-06-302026-07-29

GEV GE VERNOVA INC1.1K shares-1.20%2026-06-302026-07-29

AOR ISHARES TR17.9K shares2.29%2026-06-302026-07-29

NBIS NEBIUS GROUP N.V.4.5K shares-18.28%2026-06-302026-07-29

Sponsored

GS GOLDMAN SACHS GROUP INC1.2K shares-8.36%2026-06-302026-07-29

VV VANGUARD INDEX FDS3.5K shares0.11%2026-06-302026-07-29

NUV NUVEEN MUN VALUE FD INC130.2K shares5.85%2026-06-302026-07-29

AOA ISHARES TR12.1K shares11.57%2026-06-302026-07-29

WASTE MGMT INC DEL WASTE MGMT INC DEL5.2K shares-0.27%2026-06-302026-07-29

FDVV FIDELITY COVINGTON TRUST19.2K shares0.00%2026-06-302026-07-29

XLE SELECT SECTOR SPDR TR21.7K shares0.00%2026-06-302026-07-29

RYLD GLOBAL X FDS71.7K shares1.61%2026-06-302026-07-29

Sponsored

AMD ADVANCED MICRO DEVICES INC1.9K shares35.22%2026-06-302026-07-29

VXUS VANGUARD STAR FDS13.1K shares0.88%2026-06-302026-07-29

FMHI FIRST TR EXCH TRADED FD III22.5K shares0.40%2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F18.1K shares0.07%2026-06-302026-07-29

IJS ISHARES TR7.9K shares0.00%2026-06-302026-07-29

VOT VANGUARD INDEX FDS3.5K shares-33.29%2026-06-302026-07-29

BROADCOM INC BROADCOM INC2.8K shares4.97%2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS3.7K shares-25.04%2026-06-302026-07-29

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F20.0K shares0.00%2026-06-302026-07-29

VCIT VANGUARD SCOTTSDALE FDS12.2K shares-5.97%2026-06-302026-07-29

VCLT VANGUARD SCOTTSDALE FDS13.1K shares0.60%2026-06-302026-07-29

GCOW PACER FDS TR22.7K shares25.64%2026-06-302026-07-29

ETN EATON CORP PLC2.2K shares0.45%2026-06-302026-07-29

JGRO J P MORGAN EXCHANGE TRADED F9.5K shares-0.85%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL1.8K shares-1.24%2026-06-302026-07-29

MINO PIMCO ETF TR20.0K shares0.00%2026-06-302026-07-29

Sponsored

JQUA J P MORGAN EXCHANGE TRADED F12.5K shares0.25%2026-06-302026-07-29

DLN WISDOMTREE TR9.2K shares-14.76%2026-06-302026-07-29

SJNK SPDR SERIES TRUST35.0K shares-2.78%2026-06-302026-07-29

MEDTRONIC PLC MEDTRONIC PLC10.7K shares-12.32%2026-06-302026-07-29

VIS VANGUARD WORLD FD2.2K shares6.21%2026-06-302026-07-29

IYRI NEOS ETF TRUST16.1K shares-0.49%2026-06-302026-07-29

GWW WW GRAINGER INC580 shares0.00%2026-06-302026-07-29

MCO MOODYS CORP1.7K shares0.00%2026-06-302026-07-29

Sponsored

FMB FIRST TR EXCH TRADED FD III15.2K shares8.24%2026-06-302026-07-29

LOW LOWES COS INC3.5K shares-4.68%2026-06-302026-07-29

QQQ INVESCO QQQ TR1.0K shares0.88%2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC1.1K sharesnew addition2026-06-302026-07-29

QCOM QUALCOMM INC4.0K shares1.76%2026-06-302026-07-29

DUK DUKE ENERGY CORP NEW5.8K shares1.11%2026-06-302026-07-29

VISA INC VISA INC2.1K shares-2.73%2026-06-302026-07-29

IDU ISHARES TR6.4K shares0.00%2026-06-302026-07-29

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.8K shares0.34%2026-06-302026-07-29

JOYT J P MORGAN EXCHANGE TRADED F12.8K shares-1.25%2026-06-302026-07-29

BKLN INVESCO EXCH TRADED FD TR II34.5K shares0.00%2026-06-302026-07-29

NEXTERA ENERGY INC NEXTERA ENERGY INC7.6K shares61.66%2026-06-302026-07-29

AEP AMERICAN ELEC PWR CO INC4.9K shares-3.00%2026-06-302026-07-29

ROK ROCKWELL AUTOMATION INC1.3K sharesnew addition2026-06-302026-07-29

IRM IRON MTN INC DEL4.7K shares0.00%2026-06-302026-07-29

WFC WELLS FARGO & CO7.1K shares35.21%2026-06-302026-07-29

Sponsored

NLR VANECK ETF TRUST5.0K shares0.70%2026-06-302026-07-29

MUB ISHARES TR5.4K shares0.00%2026-06-302026-07-29

IAT ISHARES TR9.1K shares0.00%2026-06-302026-07-29

IVE ISHARES TR2.5K shares0.00%2026-06-302026-07-29

EELV INVESCO EXCH TRADED FD TR II20.0K shares0.00%2026-06-302026-07-29

TJX TJX COS INC NEW3.6K shares0.00%2026-06-302026-07-29

OKTA OKTA INC4.0K sharesnew addition2026-06-302026-07-29

CGGR CAPITAL GROUP GROWTH ETF11.5K shares125.36%2026-06-302026-07-29

Sponsored

BLTE BELITE BIO INC3.5K shares0.00%2026-06-302026-07-29

SYRE SPYRE THERAPEUTICS INC6.0K shares0.00%2026-06-302026-07-29

APH AMPHENOL CORP3.0K shares9.46%2026-06-302026-07-29

WMB WILLIAMS COS INC7.0K shares0.95%2026-06-302026-07-29

ANGL VANECK ETF TRUST17.4K shares0.02%2026-06-302026-07-29

VDE VANGUARD WORLD FD3.4K shares0.92%2026-06-302026-07-29

CSX CSX CORP10.5K shares0.00%2026-06-302026-07-29

ISHARES TR ISHARES TR667 shares0.00%2026-06-302026-07-29

Sponsored

APG API GROUP CORP11.7K shares0.00%2026-06-302026-07-29

UNP UNION PAC CORP1.8K shares3.85%2026-06-302026-07-29

GILD GILEAD SCIENCES INC3.8K shares0.00%2026-06-302026-07-29

SPYD SPDR SERIES TRUST10.0K shares0.92%2026-06-302026-07-29

GPIQ GOLDMAN SACHS ETF TR8.0K shares0.00%2026-06-302026-07-29

VTWG VANGUARD SCOTTSDALE FDS1.6K shares30.08%2026-06-302026-07-29

ARGENX SE ARGENX SE500 shares0.00%2026-06-302026-07-29

AVEM AMERICAN CENTY ETF TR4.8K shares0.57%2026-06-302026-07-29

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED889 shares4.83%2026-06-302026-07-29

ALNYLAM PHARMACEUTICALS INC ALNYLAM PHARMACEUTICALS INC1.5K shares0.00%2026-06-302026-07-29

CAH CARDINAL HEALTH INC1.9K shares0.00%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC10.5K shares-7.20%2026-06-302026-07-29

VEU VANGUARD INTL EQUITY INDEX F5.3K shares0.00%2026-06-302026-07-29

IMCG ISHARES TR4.5K shares0.00%2026-06-302026-07-29

DIS DISNEY WALT CO4.6K shares0.00%2026-06-302026-07-29

PNC PNC FINL SVCS GROUP INC1.8K shares3.38%2026-06-302026-07-29

Sponsored

NVS NOVARTIS AG2.8K shares0.00%2026-06-302026-07-29

BA BOEING CO2.0K shares0.00%2026-06-302026-07-29

FAST FASTENAL CO9.0K shares2.43%2026-06-302026-07-29

MCD MCDONALDS CORP1.6K shares0.00%2026-06-302026-07-29

CYTOKINETICS INC CYTOKINETICS INC5.0K shares0.00%2026-06-302026-07-29

IWM ISHARES TR1.4K shares0.00%2026-06-302026-07-29

MPC MARATHON PETE CORP1.6K shares2.63%2026-06-302026-07-29

AVDE AMERICAN CENTY ETF TR4.6K shares1.33%2026-06-302026-07-29

Sponsored

EMHY ISHARES INC10.0K shares0.00%2026-06-302026-07-29

DIVO AMPLIFY ETF TR8.8K shares1.20%2026-06-302026-07-29

UMBF UMB FINL CORP2.8K shares0.04%2026-06-302026-07-29

LGLV SPDR SERIES TRUST2.2K shares-4.35%2026-06-302026-07-29

TGT TARGET CORP3.0K shares36.29%2026-06-302026-07-29

MDY STATE STR SPDR S&P MIDCAP 40557 shares0.00%2026-06-302026-07-29

ANET ARISTA NETWORKS INC2.3K shares0.00%2026-06-302026-07-29

IWF ISHARES TR3.1K shares300.00%2026-06-302026-07-29

Sponsored

RVMD REVOLUTION MEDICINES INC2.0K sharesnew addition2026-06-302026-07-29

NUVL NUVALENT INC3.0K shares0.00%2026-06-302026-07-29

ITA ISHARES TR1.5K shares-35.75%2026-06-302026-07-29

COWG PACER FDS TR8.7K shares0.08%2026-06-302026-07-29

VEA VANGUARD TAX-MANAGED FDS4.8K shares0.21%2026-06-302026-07-29

OKE ONEOK INC NEW3.9K shares0.00%2026-06-302026-07-29

TER TERADYNE INC700 shares0.00%2026-06-302026-07-29

ORACLE CORP ORACLE CORP2.3K shares7.31%2026-06-302026-07-29

Sponsored

MO ALTRIA GROUP INC4.6K shares2.20%2026-06-302026-07-29

QQQH NEOS ETF TRUST6.0K shares0.00%2026-06-302026-07-29

FDN FIRST TR EXCHANGE-TRADED FD1.3K shares0.00%2026-06-302026-07-29

SPEM SPDR INDEX SHS FDS6.4K shares1.01%2026-06-302026-07-29

SMMV ISHARES TR7.1K shares-6.94%2026-06-302026-07-29

ITW ILLINOIS TOOL WKS INC1.2K shares2.99%2026-06-302026-07-29

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD3.4K shares0.89%2026-06-302026-07-29

GE GE AEROSPACE856 shares0.82%2026-06-302026-07-29

Sponsored

IYF ISHARES TR2.5K shares0.00%2026-06-302026-07-29

IJK ISHARES TR2.7K shares0.00%2026-06-302026-07-29

BND VANGUARD BD INDEX FDS4.3K sharesnew addition2026-06-302026-07-29

TSM TAIWAN SEMICONDUCTOR MANUFAC640 shares0.95%2026-06-302026-07-29

XMLV INVESCO EXCH TRADED FD TR II4.5K shares0.00%2026-06-302026-07-29

EFAV ISHARES TR3.4K shares0.00%2026-06-302026-07-29

XBI SPDR SERIES TRUST1.8K shares-0.05%2026-06-302026-07-29

WDC WESTERN DIGITAL CORP450 sharesnew addition2026-06-302026-07-29

Sponsored

PANW PALO ALTO NETWORKS INC839 sharesnew addition2026-06-302026-07-29

SCHX SCHWAB STRATEGIC TR9.7K shares0.00%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP556 shares-3.81%2026-06-302026-07-29

NOC NORTHROP GRUMMAN CORP533 shares0.38%2026-06-302026-07-29

CEG CONSTELLATION ENERGY CORP1.1K shares0.00%2026-06-302026-07-29

WPC WP CAREY INC3.8K shares0.00%2026-06-302026-07-29

NGG NATIONAL GRID PLC3.2K shares0.00%2026-06-302026-07-29

BLK BLACKROCK INC274 shares14.17%2026-06-302026-07-29

Sponsored

HELO J P MORGAN EXCHANGE TRADED F3.9K shares0.00%2026-06-302026-07-29

IWD ISHARES TR1.1K shares0.00%2026-06-302026-07-29

ICF ISHARES TR3.8K shares0.00%2026-06-302026-07-29

IBB ISHARES TR1.4K shares0.00%2026-06-302026-07-29

SERVICENOW INC SERVICENOW INC2.6K sharesnew addition2026-06-302026-07-29

IAU ISHARES GOLD TR3.3K shares0.00%2026-06-302026-07-29

SPDW SPDR INDEX SHS FDS4.9K shares0.93%2026-06-302026-07-29

TFC TRUIST FINL CORP5.0K shares0.00%2026-06-302026-07-29

Sponsored

EIM EATON VANCE MUN BD FD24.8K shares22.78%2026-06-302026-07-29

FNDX SCHWAB STRATEGIC TR7.8K shares0.00%2026-06-302026-07-29

SMH VANECK ETF TRUST371 sharesnew addition2026-06-302026-07-29

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.3K shares-13.79%2026-06-302026-07-29

BMY BRISTOL-MYERS SQUIBB CO4.0K shares0.00%2026-06-302026-07-29

EQIX EQUINIX INC219 shares5.29%2026-06-302026-07-29

SNDK SANDISK CORP100 sharesnew addition2026-06-302026-07-29

BSV VANGUARD BD INDEX FDS2.9K shares0.00%2026-06-302026-07-29

Sponsored

MAR MARRIOTT INTL INC NEW600 sharesnew addition2026-06-302026-07-29

IQV IQVIA HLDGS INC1.1K sharesnew addition2026-06-302026-07-29

TXN TEXAS INSTRS INC733 sharesnew addition2026-06-302026-07-29

UPS UNITED PARCEL SVCS INC2.0K shares-4.69%2026-06-302026-07-29

CALF PACER FDS TR4.3K sharesnew addition2026-06-302026-07-29

3M CO 3M CO1.3K sharesnew addition2026-06-302026-07-29

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC1.8K sharesnew addition2026-06-302026-07-29

T AT&T INC10.2K shares-0.25%2026-06-302026-07-29

Sponsored

SPSB SPDR SERIES TRUST7.0K shares0.00%2026-06-302026-07-29

CGMM CAPITAL GROUP EQUITY ETF TR6.4K sharesnew addition2026-06-302026-07-29

HOLA J P MORGAN EXCHANGE TRADED F3.8K sharesnew addition2026-06-302026-07-29

SHY ISHARES TR2.5K shares0.00%2026-06-302026-07-29

GUG GUGGENHEIM ACTIVE ALLOC FD12.7K shares1.43%2026-06-302026-07-29

AVK ADVENT CONV & INCOME FD13.9K shares0.84%2026-06-302026-07-29

EQ EQUILLIUM INC33.5K sharesnew addition2026-06-302026-07-29

GGN GAMCO GLOBAL GOLD NAT RES &19.5K shares0.00%2026-06-302026-07-29

Sponsored

ACP ABRDN INCOME CREDIT STRATEGI13.5K shares0.00%2026-06-302026-07-29

GERN GERON CORP25.5K shares0.00%2026-06-302026-07-29

VOO

VANGUARD INDEX FDS

-0.48%

Shares46.7K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

0.22%

Shares111.0K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

0.35%

Shares77.6K

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FDS

0.41%

Shares104.4K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

-0.17%

Shares51.4K

Event2026-06-30

Filed2026-07-29

ISHARES TR

0.71%

Shares140.3K

Event2026-06-30

Filed2026-07-29

CGBL

CAPITAL GROUP CORE BALANCED

4.37%

Shares330.8K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

-0.11%

Shares45.4K

Event2026-06-30

Filed2026-07-29

JEPI

J P MORGAN EXCHANGE TRADED F

-9.93%

Shares147.6K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

506.42%

Shares92.8K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-1.43%

Shares10.7K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

1.64%

Shares237.7K

Event2026-06-30

Filed2026-07-29

J P MORGAN EXCHANGE TRADED F

-2.85%

Shares112.1K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

3.62%

Shares26.7K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

1.03%

Shares15.7K

Event2026-06-30

Filed2026-07-29

VYMI

VANGUARD WHITEHALL FDS

5.67%

Shares58.3K

Event2026-06-30

Filed2026-07-29

VIGI

VANGUARD WHITEHALL FDS

1.74%

Shares60.2K

Event2026-06-30

Filed2026-07-29

SPHQ

INVESCO EXCHANGE TRADED FD T

0.53%

Shares61.1K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

711.96%

Shares46.0K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

0.40%

Shares15.2K

Event2026-06-30

Filed2026-07-29

USMV

ISHARES TR

-1.39%

Shares55.3K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

10.27%

Shares13.9K

Event2026-06-30

Filed2026-07-29

ISHARES TR

0.32%

Shares53.2K

Event2026-06-30

Filed2026-07-29

HYMB

SPDR SERIES TRUST

-1.36%

Shares184.3K

Event2026-06-30

Filed2026-07-29

PARKER-HANNIFIN CORP

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-29

SPYI

NEOS ETF TRUST

2.08%

Shares83.2K

Event2026-06-30

Filed2026-07-29

MGK

VANGUARD WORLD FD

408.70%

Shares45.4K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

-7.12%

Shares49.6K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

5.74%

Shares10.4K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

-0.31%

Shares25.9K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

-2.25%

Shares9.8K

Event2026-06-30

Filed2026-07-29

DVY

ISHARES TR

0.04%

Shares21.9K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

-10.23%

Shares24.8K

Event2026-06-30

Filed2026-07-29

TCAF

T ROWE PRICE EXCHANGE-TRADED

-2.98%

Shares81.8K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

0.40%

Shares15.2K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

268.38%

Shares40.3K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

-0.55%

Shares35.7K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

0.44%

Shares9.5K

Event2026-06-30

Filed2026-07-29

HDV

ISHARES TR

396.39%

Shares112.0K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

6.56%

Shares26.1K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

-2.02%

Shares5.0K

Event2026-06-30

Filed2026-07-29

VTEB

VANGUARD MUN BD FDS

19.32%

Shares55.2K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

1.32%

Shares7.7K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

-6.43%

Shares2.3K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

-5.01%

Shares2.5K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

-4.06%

Shares31.8K

Event2026-06-30

Filed2026-07-29

GPIX

GOLDMAN SACHS ETF TR

13.10%

Shares46.8K

Event2026-06-30

Filed2026-07-29

AOK

ISHARES TR

10.60%

Shares62.6K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

-11.86%

Shares6.2K

Event2026-06-30

Filed2026-07-29

SPLV

INVESCO EXCH TRADED FD TR II

-2.77%

Shares33.5K

Event2026-06-30

Filed2026-07-29

CGDV

CAPITAL GROUP DIVIDEND VALUE

6.06%

Shares50.5K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

1.21%

Shares2.6K

Event2026-06-30

Filed2026-07-29

COWZ

PACER FDS TR

0.72%

Shares38.3K

Event2026-06-30

Filed2026-07-29

SHYD

VANECK ETF TRUST

0.00%

Shares100.0K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

-2.42%

Shares14.7K

Event2026-06-30

Filed2026-07-29

RJF

RAYMOND JAMES FINL INC

-1.79%

Shares14.0K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

2.41%

Shares15.6K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

15.55%

Shares5.1K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

2.54%

Shares7.4K

Event2026-06-30

Filed2026-07-29

AOM

ISHARES TR

18.04%

Shares37.3K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-3.12%

Shares6.0K

Event2026-06-30

Filed2026-07-29

USHY

ISHARES TR

1.65%

Shares48.3K

Event2026-06-30

Filed2026-07-29

VHT

VANGUARD WORLD FD

-3.03%

Shares5.7K

Event2026-06-30

Filed2026-07-29

IWMI

NEOS ETF TRUST

0.35%

Shares31.3K

Event2026-06-30

Filed2026-07-29

DIA

STATE STR SPDR DOW JONES IND

1.81%

Shares3.1K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

47.22%

Shares8.5K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

0.15%

Shares13.7K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

-0.93%

Shares10.8K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

0.25%

Shares19.5K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

-12.80%

Shares9.5K

Event2026-06-30

Filed2026-07-29

SOUTHERN CO

0.00%

Shares15.9K

Event2026-06-30

Filed2026-07-29

EXG

EATON VANCE TAX-MANAGED GLOB

-0.72%

Shares150.7K

Event2026-06-30

Filed2026-07-29

DGRO

ISHARES TR

0.00%

Shares19.1K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

0.52%

Shares8.0K

Event2026-06-30

Filed2026-07-29

NMZ

NUVEEN MUN HIGH INCOME OPPOR

-2.79%

Shares136.3K

Event2026-06-30

Filed2026-07-29

MGV

VANGUARD WORLD FD

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-29

CSHI

NEOS ETF TRUST

78.83%

Shares28.3K

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

18.51%

Shares5.5K

Event2026-06-30

Filed2026-07-29

QQQI

NEOS ETF TRUST

4.30%

Shares24.6K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

2.13%

Shares7.3K

Event2026-06-30

Filed2026-07-29

TRANE TECHNOLOGIES PLC

5.80%

Shares2.7K

Event2026-06-30

Filed2026-07-29

SDY

SPDR SERIES TRUST

0.08%

Shares8.8K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

0.00%

Shares23.0K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

0.24%

Shares5.4K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

-1.20%

Shares1.1K

Event2026-06-30

Filed2026-07-29

AOR

ISHARES TR

2.29%

Shares17.9K

Event2026-06-30

Filed2026-07-29

NBIS

NEBIUS GROUP N.V.

-18.28%

Shares4.5K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

-8.36%

Shares1.2K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.11%

Shares3.5K

Event2026-06-30

Filed2026-07-29

NUV

NUVEEN MUN VALUE FD INC

5.85%

Shares130.2K

Event2026-06-30

Filed2026-07-29

AOA

ISHARES TR

11.57%

Shares12.1K

Event2026-06-30

Filed2026-07-29

WASTE MGMT INC DEL

-0.27%

Shares5.2K

Event2026-06-30

Filed2026-07-29

FDVV

FIDELITY COVINGTON TRUST

0.00%

Shares19.2K

Event2026-06-30

Filed2026-07-29

XLE

SELECT SECTOR SPDR TR

0.00%

Shares21.7K

Event2026-06-30

Filed2026-07-29

RYLD

GLOBAL X FDS

1.61%

Shares71.7K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

35.22%

Shares1.9K

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FDS

0.88%

Shares13.1K

Event2026-06-30

Filed2026-07-29

FMHI

FIRST TR EXCH TRADED FD III

0.40%

Shares22.5K

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

0.07%

Shares18.1K

Event2026-06-30

Filed2026-07-29

IJS

ISHARES TR

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-29

VOT

VANGUARD INDEX FDS

-33.29%

Shares3.5K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

4.97%

Shares2.8K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

-25.04%

Shares3.7K

Event2026-06-30

Filed2026-07-29

JMUB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-29

VCIT

VANGUARD SCOTTSDALE FDS

-5.97%

Shares12.2K

Event2026-06-30

Filed2026-07-29

VCLT

VANGUARD SCOTTSDALE FDS

0.60%

Shares13.1K

Event2026-06-30

Filed2026-07-29

GCOW

PACER FDS TR

25.64%

Shares22.7K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

0.45%

Shares2.2K

Event2026-06-30

Filed2026-07-29

JGRO

J P MORGAN EXCHANGE TRADED F

-0.85%

Shares9.5K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.24%

Shares1.8K

Event2026-06-30

Filed2026-07-29

MINO

PIMCO ETF TR

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-29

JQUA

J P MORGAN EXCHANGE TRADED F

0.25%

Shares12.5K

Event2026-06-30

Filed2026-07-29

DLN

WISDOMTREE TR

-14.76%

Shares9.2K

Event2026-06-30

Filed2026-07-29

SJNK

SPDR SERIES TRUST

-2.78%

Shares35.0K

Event2026-06-30

Filed2026-07-29

MEDTRONIC PLC

-12.32%

Shares10.7K

Event2026-06-30

Filed2026-07-29

VIS

VANGUARD WORLD FD

6.21%

Shares2.2K

Event2026-06-30

Filed2026-07-29

IYRI

NEOS ETF TRUST

-0.49%

Shares16.1K

Event2026-06-30

Filed2026-07-29

GWW

WW GRAINGER INC

0.00%

Shares580

Event2026-06-30

Filed2026-07-29

MCO

MOODYS CORP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

FMB

FIRST TR EXCH TRADED FD III

8.24%

Shares15.2K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

-4.68%

Shares3.5K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

0.88%

Shares1.0K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

1.76%

Shares4.0K

Event2026-06-30

Filed2026-07-29

DUK

DUKE ENERGY CORP NEW

1.11%

Shares5.8K

Event2026-06-30

Filed2026-07-29

VISA INC

-2.73%

Shares2.1K

Event2026-06-30

Filed2026-07-29

IDU

ISHARES TR

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

0.34%

Shares1.8K

Event2026-06-30

Filed2026-07-29

JOYT

J P MORGAN EXCHANGE TRADED F

-1.25%

Shares12.8K

Event2026-06-30

Filed2026-07-29

BKLN

INVESCO EXCH TRADED FD TR II

0.00%

Shares34.5K

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

61.66%

Shares7.6K

Event2026-06-30

Filed2026-07-29

AEP

AMERICAN ELEC PWR CO INC

-3.00%

Shares4.9K

Event2026-06-30

Filed2026-07-29

ROK

ROCKWELL AUTOMATION INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

IRM

IRON MTN INC DEL

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO

35.21%

Shares7.1K

Event2026-06-30

Filed2026-07-29

NLR

VANECK ETF TRUST

0.70%

Shares5.0K

Event2026-06-30

Filed2026-07-29

MUB

ISHARES TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-29

IAT

ISHARES TR

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

EELV

INVESCO EXCH TRADED FD TR II

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-29

OKTA

OKTA INC

New

Shares4.0K

Event2026-06-30

Filed2026-07-29

CGGR

CAPITAL GROUP GROWTH ETF

125.36%

Shares11.5K

Event2026-06-30

Filed2026-07-29

BLTE

BELITE BIO INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-29

SYRE

SPYRE THERAPEUTICS INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-29

APH

AMPHENOL CORP

9.46%

Shares3.0K

Event2026-06-30

Filed2026-07-29

WMB

WILLIAMS COS INC

0.95%

Shares7.0K

Event2026-06-30

Filed2026-07-29

ANGL

VANECK ETF TRUST

0.02%

Shares17.4K

Event2026-06-30

Filed2026-07-29

VDE

VANGUARD WORLD FD

0.92%

Shares3.4K

Event2026-06-30

Filed2026-07-29

CSX

CSX CORP

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-29

ISHARES TR

0.00%

Shares667

Event2026-06-30

Filed2026-07-29

APG

API GROUP CORP

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

3.85%

Shares1.8K

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-29

SPYD

SPDR SERIES TRUST

0.92%

Shares10.0K

Event2026-06-30

Filed2026-07-29

GPIQ

GOLDMAN SACHS ETF TR

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-29

VTWG

VANGUARD SCOTTSDALE FDS

30.08%

Shares1.6K

Event2026-06-30

Filed2026-07-29

ARGENX SE

0.00%

Shares500

Event2026-06-30

Filed2026-07-29

AVEM

AMERICAN CENTY ETF TR

0.57%

Shares4.8K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

4.83%

Shares889

Event2026-06-30

Filed2026-07-29

ALNYLAM PHARMACEUTICALS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

CAH

CARDINAL HEALTH INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

-7.20%

Shares10.5K

Event2026-06-30

Filed2026-07-29

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-29

IMCG

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC

3.38%

Shares1.8K

Event2026-06-30

Filed2026-07-29

NVS

NOVARTIS AG

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-29

BOEING CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

FAST

FASTENAL CO

2.43%

Shares9.0K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

CYTOKINETICS INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

MPC

MARATHON PETE CORP

2.63%

Shares1.6K

Event2026-06-30

Filed2026-07-29

AVDE

AMERICAN CENTY ETF TR

1.33%

Shares4.6K

Event2026-06-30

Filed2026-07-29

EMHY

ISHARES INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-29

DIVO

AMPLIFY ETF TR

1.20%

Shares8.8K

Event2026-06-30

Filed2026-07-29

UMBF

UMB FINL CORP

0.04%

Shares2.8K

Event2026-06-30

Filed2026-07-29

LGLV

SPDR SERIES TRUST

-4.35%

Shares2.2K

Event2026-06-30

Filed2026-07-29

TGT

TARGET CORP

36.29%

Shares3.0K

Event2026-06-30

Filed2026-07-29

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares557

Event2026-06-30

Filed2026-07-29

ANET

ARISTA NETWORKS INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

300.00%

Shares3.1K

Event2026-06-30

Filed2026-07-29

RVMD

REVOLUTION MEDICINES INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-29

NUVL

NUVALENT INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

ITA

ISHARES TR

-35.75%

Shares1.5K

Event2026-06-30

Filed2026-07-29

COWG

PACER FDS TR

0.08%

Shares8.7K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

0.21%

Shares4.8K

Event2026-06-30

Filed2026-07-29

OKE

ONEOK INC NEW

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-29

TER

TERADYNE INC

0.00%

Shares700

Event2026-06-30

Filed2026-07-29

ORACLE CORP

7.31%

Shares2.3K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

2.20%

Shares4.6K

Event2026-06-30

Filed2026-07-29

QQQH

NEOS ETF TRUST

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-29

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

SPEM

SPDR INDEX SHS FDS

1.01%

Shares6.4K

Event2026-06-30

Filed2026-07-29

SMMV

ISHARES TR

-6.94%

Shares7.1K

Event2026-06-30

Filed2026-07-29

ITW

ILLINOIS TOOL WKS INC

2.99%

Shares1.2K

Event2026-06-30

Filed2026-07-29

ALIBABA GROUP HLDG LTD

0.89%

Shares3.4K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

0.82%

Shares856

Event2026-06-30

Filed2026-07-29

IYF

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

IJK

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-29

BND

VANGUARD BD INDEX FDS

New

Shares4.3K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.95%

Shares640

Event2026-06-30

Filed2026-07-29

XMLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-29

EFAV

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-29

XBI

SPDR SERIES TRUST

-0.05%

Shares1.8K

Event2026-06-30

Filed2026-07-29

WDC

WESTERN DIGITAL CORP

New

Shares450

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

New

Shares839

Event2026-06-30

Filed2026-07-29

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

-3.81%

Shares556

Event2026-06-30

Filed2026-07-29

NOC

NORTHROP GRUMMAN CORP

0.38%

Shares533

Event2026-06-30

Filed2026-07-29

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

WPC

WP CAREY INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-29

NGG

NATIONAL GRID PLC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INC

14.17%

Shares274

Event2026-06-30

Filed2026-07-29

HELO

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

ICF

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-29

IBB

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

SERVICENOW INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-29

SPDW

SPDR INDEX SHS FDS

0.93%

Shares4.9K

Event2026-06-30

Filed2026-07-29

TFC

TRUIST FINL CORP

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

EIM

EATON VANCE MUN BD FD

22.78%

Shares24.8K

Event2026-06-30

Filed2026-07-29

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-29

SMH

VANECK ETF TRUST

New

Shares371

Event2026-06-30

Filed2026-07-29

CROWDSTRIKE HLDGS INC

-13.79%

Shares1.3K

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-29

EQIX

EQUINIX INC

5.29%

Shares219

Event2026-06-30

Filed2026-07-29

SNDK

SANDISK CORP

New

Shares100

Event2026-06-30

Filed2026-07-29

BSV

VANGUARD BD INDEX FDS

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-29

MAR

MARRIOTT INTL INC NEW

New

Shares600

Event2026-06-30

Filed2026-07-29

IQV

IQVIA HLDGS INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

New

Shares733

Event2026-06-30

Filed2026-07-29

UPS

UNITED PARCEL SVCS INC

-4.69%

Shares2.0K

Event2026-06-30

Filed2026-07-29

CALF

PACER FDS TR

New

Shares4.3K

Event2026-06-30

Filed2026-07-29

3M CO

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-29

AT&T INC

-0.25%

Shares10.2K

Event2026-06-30

Filed2026-07-29

SPSB

SPDR SERIES TRUST

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-29

CGMM

CAPITAL GROUP EQUITY ETF TR

New

Shares6.4K

Event2026-06-30

Filed2026-07-29

HOLA

J P MORGAN EXCHANGE TRADED F

New

Shares3.8K

Event2026-06-30

Filed2026-07-29

SHY

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

GUG

GUGGENHEIM ACTIVE ALLOC FD

1.43%

Shares12.7K

Event2026-06-30

Filed2026-07-29

AVK

ADVENT CONV & INCOME FD

0.84%

Shares13.9K

Event2026-06-30

Filed2026-07-29

EQUILLIUM INC

New

Shares33.5K

Event2026-06-30

Filed2026-07-29

GGN

GAMCO GLOBAL GOLD NAT RES &

0.00%

Shares19.5K

Event2026-06-30

Filed2026-07-29

ACP

ABRDN INCOME CREDIT STRATEGI

0.00%

Shares13.5K

Event2026-06-30

Filed2026-07-29

GERN

GERON CORP

0.00%

Shares25.5K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available