Sponsored

The Analysis of Investment Planning Advisors, Inc.'s Holdings & P&L

Currently, Investment Planning Advisors, Inc. holds 117 types of securities in its portfolio with a total value $431.8M. In the most recent quarter, they have increased their positions in RSP (+152.4K shares, valued at $32.4M), BOXX (+160.6K shares, valued at $18.8M), RWL (+78.7K shares, valued at $10.1M); decreased their positions in MGC (-146.4K shares, valued at $40.1M), FBND (-362.4K shares, valued at $16.5M), FRDM (-58.9K shares, valued at $4.3M); initiated new positions in BOXX (+160.6K shares, valued at $18.8M), TSM (+998 shares, valued at $476.6K), PANW (+1.3K shares, valued at $445.4K).

1M P&L

+2.7M+0.73%

3M P&L

+11.5M+3.22%

HY P&L

+22.9M+6.60%

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/A351.3M

95.2%

2Semiconductors2.0M

0.6%

3Consumer Electronics2.0M

0.5%

Top Industries by Stock Count

1N/A73 stocks

72.3%

2Semiconductors3 stocks

3.0%

3Insurance - Property & Casualty2 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST604.9K shares4.62%2026-06-302026-07-23

RWL INVESCO EXCH TRADED FD TR II322.5K shares32.31%2026-06-302026-07-23

RSP INVESCO EXCHANGE TRADED FD T159.6K shares2119.29%2026-06-302026-07-23

VCRB VANGUARD MALVERN FDS402.4K shares10.22%2026-06-302026-07-23

VXF VANGUARD INDEX FDS125.8K shares5.32%2026-06-302026-07-23

QQQM INVESCO EXCH TRADED FD TR II101.4K shares3.00%2026-06-302026-07-23

FRDM EA SERIES TRUST411.4K shares-12.52%2026-06-302026-07-23

BOXX EA SERIES TRUST160.6K sharesnew addition2026-06-302026-07-23

Sponsored

SCHF SCHWAB STRATEGIC TR671.8K shares30.63%2026-06-302026-07-23

BSV VANGUARD BD INDEX FDS208.7K shares69.69%2026-06-302026-07-23

FLOT ISHARES TR232.2K shares9.65%2026-06-302026-07-23

CGCP CAPITAL GRP FIXED INCM ETF T343.0K shares1.87%2026-06-302026-07-23

VNQ VANGUARD INDEX FDS65.1K shares8.99%2026-06-302026-07-23

SPGM SPDR INDEX SHS FDS72.9K shares6.02%2026-06-302026-07-23

JPEF J P MORGAN EXCHANGE TRADED F66.0K shares0.64%2026-06-302026-07-23

SPTM SPDR SERIES TRUST48.3K shares-1.51%2026-06-302026-07-23

Sponsored

FMB FIRST TR EXCH TRADED FD III77.5K shares0.97%2026-06-302026-07-23

OAKM HARRIS OAKMARK ETF TRUST122.3K shares0.68%2026-06-302026-07-23

CGGR CAPITAL GROUP GROWTH ETF66.4K shares-6.13%2026-06-302026-07-23

JMUB J P MORGAN EXCHANGE TRADED F57.7K shares-1.22%2026-06-302026-07-23

VT VANGUARD INTL EQUITY INDEX F18.2K shares3.78%2026-06-302026-07-23

SEPI SCM TRUST92.1K shares3.04%2026-06-302026-07-23

JPST J P MORGAN EXCHANGE TRADED F50.4K shares213.24%2026-06-302026-07-23

SCMB SCHWAB STRATEGIC TR90.6K shares-0.31%2026-06-302026-07-23

Sponsored

GPIX GOLDMAN SACHS ETF TR36.1K shares1.68%2026-06-302026-07-23

AAPL APPLE INC6.8K shares16.88%2026-06-302026-07-23

ISHARES TR ISHARES TR2.6K shares1.96%2026-06-302026-07-23

JMHI J P MORGAN EXCHANGE TRADED F35.8K shares-2.78%2026-06-302026-07-23

MGK VANGUARD WORLD FD18.9K shares398.86%2026-06-302026-07-23

CGUS CAPITAL GROUP CORE EQUITY ET35.2K shares-3.81%2026-06-302026-07-23

MGC VANGUARD WORLD FD5.6K shares-96.34%2026-06-302026-07-23

DFAX DIMENSIONAL ETF TRUST40.3K shares0.95%2026-06-302026-07-23

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL2.9K shares42.00%2026-06-302026-07-23

CGIE CAPITAL GROUP INTERNATIONAL38.7K shares4.54%2026-06-302026-07-23

GOOGL ALPHABET INC3.8K shares21.20%2026-06-302026-07-23

WRB BERKLEY W R CORP18.4K shares0.01%2026-06-302026-07-23

NVDA NVIDIA CORPORATION6.2K shares46.93%2026-06-302026-07-23

VIG VANGUARD SPECIALIZED FUNDS5.2K shares-2.53%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.7K shares7.03%2026-06-302026-07-23

WMT WALMART INC9.6K shares23.19%2026-06-302026-07-23

Sponsored

MSFT MICROSOFT CORP2.9K shares56.57%2026-06-302026-07-23

SPGP INVESCO EXCHANGE TRADED FD T8.8K shares-3.01%2026-06-302026-07-23

SCHX SCHWAB STRATEGIC TR35.4K shares0.00%2026-06-302026-07-23

MUB ISHARES TR9.4K shares-15.15%2026-06-302026-07-23

AMZN AMAZON COM INC4.2K shares108.63%2026-06-302026-07-23

SOUTHERN CO SOUTHERN CO10.1K shares33.67%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS2.6K shares-0.50%2026-06-302026-07-23

FTCS FIRST TR EXCHANGE-TRADED FD9.6K shares-1.86%2026-06-302026-07-23

Sponsored

JPIE J P MORGAN EXCHANGE TRADED F19.3K shares5.17%2026-06-302026-07-23

CGGO CAPITAL GROUP GBL GROWTH EQT20.6K shares1.81%2026-06-302026-07-23

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F13.3K shares3.24%2026-06-302026-07-23

CGGE CAPITAL GROUP GLOBAL EQUITY22.2K shares-1.21%2026-06-302026-07-23

SPSM SPDR SERIES TRUST13.1K shares0.45%2026-06-302026-07-23

SPMD SPDR SERIES TRUST10.8K shares0.42%2026-06-302026-07-23

VPU VANGUARD WORLD FD3.6K shares-1.65%2026-06-302026-07-23

TSLA TESLA INC1.6K shares0.80%2026-06-302026-07-23

Sponsored

BINC BLACKROCK ETF TRUST II13.1K shares-29.30%2026-06-302026-07-23

VHT VANGUARD WORLD FD2.2K shares39.09%2026-06-302026-07-23

EXXON MOBIL CORP EXXON MOBIL CORP4.6K shares26.57%2026-06-302026-07-23

LIN LINDE PLC1.2K shares43.21%2026-06-302026-07-23

SUB ISHARES TR5.8K shares-11.89%2026-06-302026-07-23

VO VANGUARD INDEX FDS7.4K shares285.64%2026-06-302026-07-23

CSB VICTORY PORTFOLIOS II8.0K shares3.89%2026-06-302026-07-23

ICSH ISHARES TR10.1K shares-26.28%2026-06-302026-07-23

Sponsored

CGXU CAPITAL GROUP INTL FOCUS EQT14.6K shares-1.06%2026-06-302026-07-23

PFF ISHARES TR16.3K shares2.42%2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION523 shares34.79%2026-06-302026-07-23

FBND FIDELITY MERRIMACK STR TR10.7K shares-97.14%2026-06-302026-07-23

ALPS ETF TR ALPS ETF TR9.3K shares-0.21%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON1.9K shares23.11%2026-06-302026-07-23

VB VANGUARD INDEX FDS1.6K shares-3.77%2026-06-302026-07-23

TSM TAIWAN SEMICONDUCTOR MANUFAC998 sharesnew addition2026-06-302026-07-23

Sponsored

VISA INC VISA INC1.4K shares103.41%2026-06-302026-07-23

DGRO ISHARES TR6.0K shares3.08%2026-06-302026-07-23

QUAL ISHARES TR2.1K shares-5.33%2026-06-302026-07-23

CAT CATERPILLAR INC428 shares23.70%2026-06-302026-07-23

HD HOME DEPOT INC1.3K shares23.57%2026-06-302026-07-23

PANW PALO ALTO NETWORKS INC1.3K sharesnew addition2026-06-302026-07-23

SRLN SSGA ACTIVE ETF TR11.1K shares12.09%2026-06-302026-07-23

SCHG SCHWAB STRATEGIC TR12.3K shares16.82%2026-06-302026-07-23

Sponsored

SCHZ SCHWAB STRATEGIC TR17.9K shares-1.20%2026-06-302026-07-23

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC526 sharesnew addition2026-06-302026-07-23

VIS VANGUARD WORLD FD1.1K shares39.89%2026-06-302026-07-23

IEF ISHARES TR3.9K shares16.29%2026-06-302026-07-23

RNP COHEN & STEERS REIT & PFD &17.1K shares0.77%2026-06-302026-07-23

XLK SELECT SECTOR SPDR TR1.8K shares-28.84%2026-06-302026-07-23

ORACLE CORP ORACLE CORP2.3K shares39.00%2026-06-302026-07-23

CGMS CAPITAL GRP FIXED INCM ETF T12.4K shares-7.22%2026-06-302026-07-23

Sponsored

CEG CONSTELLATION ENERGY CORP1.3K sharesnew addition2026-06-302026-07-23

HELO J P MORGAN EXCHANGE TRADED F4.9K shares19.69%2026-06-302026-07-23

MCD MCDONALDS CORP1.2K shares-11.62%2026-06-302026-07-23

JQUA J P MORGAN EXCHANGE TRADED F4.5K shares0.13%2026-06-302026-07-23

QCOM QUALCOMM INC1.7K sharesnew addition2026-06-302026-07-23

PGR PROGRESSIVE CORP1.5K shares18.65%2026-06-302026-07-23

FNDX SCHWAB STRATEGIC TR10.0K shares0.00%2026-06-302026-07-23

XLV SELECT SECTOR SPDR TR1.9K shares-37.37%2026-06-302026-07-23

Sponsored

DOMINION ENERGY INC DOMINION ENERGY INC4.5K sharesnew addition2026-06-302026-07-23

PG PROCTER & GAMBLE CO2.0K shares18.72%2026-06-302026-07-23

SPAB SPDR SERIES TRUST11.5K shares-7.33%2026-06-302026-07-23

KO COCA COLA CO3.6K shares2.27%2026-06-302026-07-23

CVX CHEVRON CORPORATION1.7K shares23.51%2026-06-302026-07-23

UPS UNITED PARCEL SVCS INC2.7K shares-12.57%2026-06-302026-07-23

SCHA SCHWAB STRATEGIC TR7.6K shares0.00%2026-06-302026-07-23

CIBR FIRST TR EXCHANGE-TRADED FD3.0K sharesnew addition2026-06-302026-07-23

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED526 sharesnew addition2026-06-302026-07-23

ICE INTERCONTINENTAL EXCHANGE IN2.1K sharesnew addition2026-06-302026-07-23

ITA ISHARES TR1.1K shares0.00%2026-06-302026-07-23

PEP PEPSICO INC1.9K shares31.61%2026-06-302026-07-23

CHUBB LIMITED CHUBB LIMITED721 sharesnew addition2026-06-302026-07-23

IBM INTERNATIONAL BUSINESS MACHS857 shares1.54%2026-06-302026-07-23

S&P GLOBAL INC S&P GLOBAL INC581 sharesnew addition2026-06-302026-07-23

LGLV SPDR SERIES TRUST1.3K shares0.00%2026-06-302026-07-23

Sponsored

AMT AMERICAN TOWER CORP1.4K sharesnew addition2026-06-302026-07-23

TFI SPDR SERIES TRUST4.8K shares-20.86%2026-06-302026-07-23

XLF SELECT SECTOR SPDR TR4.0K sharesnew addition2026-06-302026-07-23

QNC QUANTUM EMOTION CORP48.1K shares0.00%2026-06-302026-07-23

NAK NORTHERN DYNASTY MINERALS LT10.4K shares-12.56%2026-06-302026-07-23

SPDR SERIES TRUST

4.62%

Shares604.9K

Event2026-06-30

Filed2026-07-23

RWL

INVESCO EXCH TRADED FD TR II

32.31%

Shares322.5K

Event2026-06-30

Filed2026-07-23

RSP

INVESCO EXCHANGE TRADED FD T

2119.29%

Shares159.6K

Event2026-06-30

Filed2026-07-23

VCRB

VANGUARD MALVERN FDS

10.22%

Shares402.4K

Event2026-06-30

Filed2026-07-23

VXF

VANGUARD INDEX FDS

5.32%

Shares125.8K

Event2026-06-30

Filed2026-07-23

QQQM

INVESCO EXCH TRADED FD TR II

3.00%

Shares101.4K

Event2026-06-30

Filed2026-07-23

FRDM

EA SERIES TRUST

-12.52%

Shares411.4K

Event2026-06-30

Filed2026-07-23

BOXX

EA SERIES TRUST

New

Shares160.6K

Event2026-06-30

Filed2026-07-23

SCHF

SCHWAB STRATEGIC TR

30.63%

Shares671.8K

Event2026-06-30

Filed2026-07-23

BSV

VANGUARD BD INDEX FDS

69.69%

Shares208.7K

Event2026-06-30

Filed2026-07-23

FLOT

ISHARES TR

9.65%

Shares232.2K

Event2026-06-30

Filed2026-07-23

CGCP

CAPITAL GRP FIXED INCM ETF T

1.87%

Shares343.0K

Event2026-06-30

Filed2026-07-23

VNQ

VANGUARD INDEX FDS

8.99%

Shares65.1K

Event2026-06-30

Filed2026-07-23

SPGM

SPDR INDEX SHS FDS

6.02%

Shares72.9K

Event2026-06-30

Filed2026-07-23

JPEF

J P MORGAN EXCHANGE TRADED F

0.64%

Shares66.0K

Event2026-06-30

Filed2026-07-23

SPTM

SPDR SERIES TRUST

-1.51%

Shares48.3K

Event2026-06-30

Filed2026-07-23

FMB

FIRST TR EXCH TRADED FD III

0.97%

Shares77.5K

Event2026-06-30

Filed2026-07-23

OAKM

HARRIS OAKMARK ETF TRUST

0.68%

Shares122.3K

Event2026-06-30

Filed2026-07-23

CGGR

CAPITAL GROUP GROWTH ETF

-6.13%

Shares66.4K

Event2026-06-30

Filed2026-07-23

JMUB

J P MORGAN EXCHANGE TRADED F

-1.22%

Shares57.7K

Event2026-06-30

Filed2026-07-23

VANGUARD INTL EQUITY INDEX F

3.78%

Shares18.2K

Event2026-06-30

Filed2026-07-23

SEPI

SCM TRUST

3.04%

Shares92.1K

Event2026-06-30

Filed2026-07-23

JPST

J P MORGAN EXCHANGE TRADED F

213.24%

Shares50.4K

Event2026-06-30

Filed2026-07-23

SCMB

SCHWAB STRATEGIC TR

-0.31%

Shares90.6K

Event2026-06-30

Filed2026-07-23

GPIX

GOLDMAN SACHS ETF TR

1.68%

Shares36.1K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

16.88%

Shares6.8K

Event2026-06-30

Filed2026-07-23

ISHARES TR

1.96%

Shares2.6K

Event2026-06-30

Filed2026-07-23

JMHI

J P MORGAN EXCHANGE TRADED F

-2.78%

Shares35.8K

Event2026-06-30

Filed2026-07-23

MGK

VANGUARD WORLD FD

398.86%

Shares18.9K

Event2026-06-30

Filed2026-07-23

CGUS

CAPITAL GROUP CORE EQUITY ET

-3.81%

Shares35.2K

Event2026-06-30

Filed2026-07-23

MGC

VANGUARD WORLD FD

-96.34%

Shares5.6K

Event2026-06-30

Filed2026-07-23

DFAX

DIMENSIONAL ETF TRUST

0.95%

Shares40.3K

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

42.00%

Shares2.9K

Event2026-06-30

Filed2026-07-23

CGIE

CAPITAL GROUP INTERNATIONAL

4.54%

Shares38.7K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

21.20%

Shares3.8K

Event2026-06-30

Filed2026-07-23

WRB

BERKLEY W R CORP

0.01%

Shares18.4K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

46.93%

Shares6.2K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD SPECIALIZED FUNDS

-2.53%

Shares5.2K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

7.03%

Shares3.7K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

23.19%

Shares9.6K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

56.57%

Shares2.9K

Event2026-06-30

Filed2026-07-23

SPGP

INVESCO EXCHANGE TRADED FD T

-3.01%

Shares8.8K

Event2026-06-30

Filed2026-07-23

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares35.4K

Event2026-06-30

Filed2026-07-23

MUB

ISHARES TR

-15.15%

Shares9.4K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

108.63%

Shares4.2K

Event2026-06-30

Filed2026-07-23

SOUTHERN CO

33.67%

Shares10.1K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

-0.50%

Shares2.6K

Event2026-06-30

Filed2026-07-23

FTCS

FIRST TR EXCHANGE-TRADED FD

-1.86%

Shares9.6K

Event2026-06-30

Filed2026-07-23

JPIE

J P MORGAN EXCHANGE TRADED F

5.17%

Shares19.3K

Event2026-06-30

Filed2026-07-23

CGGO

CAPITAL GROUP GBL GROWTH EQT

1.81%

Shares20.6K

Event2026-06-30

Filed2026-07-23

J P MORGAN EXCHANGE TRADED F

3.24%

Shares13.3K

Event2026-06-30

Filed2026-07-23

CGGE

CAPITAL GROUP GLOBAL EQUITY

-1.21%

Shares22.2K

Event2026-06-30

Filed2026-07-23

SPSM

SPDR SERIES TRUST

0.45%

Shares13.1K

Event2026-06-30

Filed2026-07-23

SPMD

SPDR SERIES TRUST

0.42%

Shares10.8K

Event2026-06-30

Filed2026-07-23

VPU

VANGUARD WORLD FD

-1.65%

Shares3.6K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

0.80%

Shares1.6K

Event2026-06-30

Filed2026-07-23

BINC

BLACKROCK ETF TRUST II

-29.30%

Shares13.1K

Event2026-06-30

Filed2026-07-23

VHT

VANGUARD WORLD FD

39.09%

Shares2.2K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

26.57%

Shares4.6K

Event2026-06-30

Filed2026-07-23

LIN

LINDE PLC

43.21%

Shares1.2K

Event2026-06-30

Filed2026-07-23

SUB

ISHARES TR

-11.89%

Shares5.8K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

285.64%

Shares7.4K

Event2026-06-30

Filed2026-07-23

CSB

VICTORY PORTFOLIOS II

3.89%

Shares8.0K

Event2026-06-30

Filed2026-07-23

ICSH

ISHARES TR

-26.28%

Shares10.1K

Event2026-06-30

Filed2026-07-23

CGXU

CAPITAL GROUP INTL FOCUS EQT

-1.06%

Shares14.6K

Event2026-06-30

Filed2026-07-23

PFF

ISHARES TR

2.42%

Shares16.3K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

34.79%

Shares523

Event2026-06-30

Filed2026-07-23

FBND

FIDELITY MERRIMACK STR TR

-97.14%

Shares10.7K

Event2026-06-30

Filed2026-07-23

ALPS ETF TR

-0.21%

Shares9.3K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

23.11%

Shares1.9K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

-3.77%

Shares1.6K

Event2026-06-30

Filed2026-07-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares998

Event2026-06-30

Filed2026-07-23

VISA INC

103.41%

Shares1.4K

Event2026-06-30

Filed2026-07-23

DGRO

ISHARES TR

3.08%

Shares6.0K

Event2026-06-30

Filed2026-07-23

QUAL

ISHARES TR

-5.33%

Shares2.1K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

23.70%

Shares428

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

23.57%

Shares1.3K

Event2026-06-30

Filed2026-07-23

PANW

PALO ALTO NETWORKS INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-23

SRLN

SSGA ACTIVE ETF TR

12.09%

Shares11.1K

Event2026-06-30

Filed2026-07-23

SCHG

SCHWAB STRATEGIC TR

16.82%

Shares12.3K

Event2026-06-30

Filed2026-07-23

SCHZ

SCHWAB STRATEGIC TR

-1.20%

Shares17.9K

Event2026-06-30

Filed2026-07-23

CROWDSTRIKE HLDGS INC

New

Shares526

Event2026-06-30

Filed2026-07-23

VIS

VANGUARD WORLD FD

39.89%

Shares1.1K

Event2026-06-30

Filed2026-07-23

IEF

ISHARES TR

16.29%

Shares3.9K

Event2026-06-30

Filed2026-07-23

RNP

COHEN & STEERS REIT & PFD &

0.77%

Shares17.1K

Event2026-06-30

Filed2026-07-23

XLK

SELECT SECTOR SPDR TR

-28.84%

Shares1.8K

Event2026-06-30

Filed2026-07-23

ORACLE CORP

39.00%

Shares2.3K

Event2026-06-30

Filed2026-07-23

CGMS

CAPITAL GRP FIXED INCM ETF T

-7.22%

Shares12.4K

Event2026-06-30

Filed2026-07-23

CEG

CONSTELLATION ENERGY CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-23

HELO

J P MORGAN EXCHANGE TRADED F

19.69%

Shares4.9K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP

-11.62%

Shares1.2K

Event2026-06-30

Filed2026-07-23

JQUA

J P MORGAN EXCHANGE TRADED F

0.13%

Shares4.5K

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-23

PGR

PROGRESSIVE CORP

18.65%

Shares1.5K

Event2026-06-30

Filed2026-07-23

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-23

XLV

SELECT SECTOR SPDR TR

-37.37%

Shares1.9K

Event2026-06-30

Filed2026-07-23

DOMINION ENERGY INC

New

Shares4.5K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

18.72%

Shares2.0K

Event2026-06-30

Filed2026-07-23

SPAB

SPDR SERIES TRUST

-7.33%

Shares11.5K

Event2026-06-30

Filed2026-07-23

COCA COLA CO

2.27%

Shares3.6K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORPORATION

23.51%

Shares1.7K

Event2026-06-30

Filed2026-07-23

UPS

UNITED PARCEL SVCS INC

-12.57%

Shares2.7K

Event2026-06-30

Filed2026-07-23

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-23

CIBR

FIRST TR EXCHANGE-TRADED FD

New

Shares3.0K

Event2026-06-30

Filed2026-07-23

MASTERCARD INCORPORATED

New

Shares526

Event2026-06-30

Filed2026-07-23

ICE

INTERCONTINENTAL EXCHANGE IN

New

Shares2.1K

Event2026-06-30

Filed2026-07-23

ITA

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

PEP

PEPSICO INC

31.61%

Shares1.9K

Event2026-06-30

Filed2026-07-23

CHUBB LIMITED

New

Shares721

Event2026-06-30

Filed2026-07-23

IBM

INTERNATIONAL BUSINESS MACHS

1.54%

Shares857

Event2026-06-30

Filed2026-07-23

S&P GLOBAL INC

New

Shares581

Event2026-06-30

Filed2026-07-23

LGLV

SPDR SERIES TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

AMT

AMERICAN TOWER CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-23

TFI

SPDR SERIES TRUST

-20.86%

Shares4.8K

Event2026-06-30

Filed2026-07-23

XLF

SELECT SECTOR SPDR TR

New

Shares4.0K

Event2026-06-30

Filed2026-07-23

QNC

QUANTUM EMOTION CORP

0.00%

Shares48.1K

Event2026-06-30

Filed2026-07-23

NAK

NORTHERN DYNASTY MINERALS LT

-12.56%

Shares10.4K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available