Sponsored

The Analysis of KAVAR CAPITAL PARTNERS GROUP, LLC's Holdings & P&L

Currently, KAVAR CAPITAL PARTNERS GROUP, LLC holds 204 types of securities in its portfolio with a total value $811.6M. In the most recent quarter, they have increased their positions in VUG (+103.1K shares, valued at $8.9M), LLY (+1.7K shares, valued at $2.0M), FNDX (+56.5K shares, valued at $1.8M); decreased their positions in INTC (-4.6K shares, valued at $643.3K), N/A (-1.6K shares, valued at $253.7K), PHYS (-8.0K shares, valued at $241.4K); initiated new positions in N/A (+7.0K shares, valued at $1.1M), MU (+694 shares, valued at $801.1K), N/A (+718 shares, valued at $519.1K).

1M P&L

-2.2M-0.30%

3M P&L

+31.6M+4.51%

HY P&L

+58.1M+8.60%

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/A323.0M

43.3%

2Semiconductors43.8M

5.9%

3Consumer Electronics43.8M

5.9%

Top Industries by Stock Count

1N/A63 stocks

35.6%

2Semiconductors9 stocks

5.1%

3Drug Manufacturers - General6 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR1.8M shares3.01%2026-06-302026-07-20

FNDX SCHWAB STRATEGIC TR1.7M shares3.54%2026-06-302026-07-20

AAPL APPLE INC151.3K shares-0.14%2026-06-302026-07-20

SCHF SCHWAB STRATEGIC TR1.5M shares3.81%2026-06-302026-07-20

GOOGL ALPHABET INC98.9K shares-0.13%2026-06-302026-07-20

NVDA NVIDIA CORPORATION161.3K shares0.19%2026-06-302026-07-20

CAT CATERPILLAR INC23.7K shares4.48%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL42.4K shares0.10%2026-06-302026-07-20

Sponsored

AVEM AMERICAN CENTY ETF TR180.9K shares2.86%2026-06-302026-07-20

MSFT MICROSOFT CORP43.5K shares4.32%2026-06-302026-07-20

AVUV AMERICAN CENTY ETF TR129.1K shares2.98%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO44.5K shares0.43%2026-06-302026-07-20

TMO THERMO FISHER SCIENTIFIC INC28.9K shares0.70%2026-06-302026-07-20

SCHM SCHWAB STRATEGIC TR376.3K shares4.24%2026-06-302026-07-20

ABBVIE INC ABBVIE INC47.1K shares0.21%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON43.6K shares-0.17%2026-06-302026-07-20

Sponsored

AVDV AMERICAN CENTY ETF TR104.6K shares6.90%2026-06-302026-07-20

VUG VANGUARD INDEX FDS121.7K shares554.80%2026-06-302026-07-20

SCHA SCHWAB STRATEGIC TR289.9K shares4.66%2026-06-302026-07-20

RSP INVESCO EXCHANGE TRADED FD T49.1K shares-1.34%2026-06-302026-07-20

ORLY OREILLY AUTOMOTIVE INC112.3K shares1.00%2026-06-302026-07-20

AVLV AMERICAN CENTY ETF TR109.0K shares3.98%2026-06-302026-07-20

PG PROCTER & GAMBLE CO66.5K shares0.20%2026-06-302026-07-20

WMT WALMART INC84.6K shares6.92%2026-06-302026-07-20

Sponsored

AMZN AMAZON COM INC39.3K shares2.54%2026-06-302026-07-20

DHR DANAHER CORP DEL47.8K shares0.17%2026-06-302026-07-20

BRK.A BERKSHIRE HATHAWAY INC DEL12 shares0.00%2026-06-302026-07-20

GS GOLDMAN SACHS GROUP INC8.4K shares-0.10%2026-06-302026-07-20

VISA INC VISA INC22.4K shares0.50%2026-06-302026-07-20

VIG VANGUARD SPECIALIZED FUNDS31.0K shares-0.81%2026-06-302026-07-20

FNDF SCHWAB STRATEGIC TR134.5K shares-1.43%2026-06-302026-07-20

AMD ADVANCED MICRO DEVICES INC12.0K shares-1.01%2026-06-302026-07-20

Sponsored

SCHW SCHWAB CHARLES CORP74.4K shares2.77%2026-06-302026-07-20

IBM INTERNATIONAL BUSINESS MACHS24.2K shares2.01%2026-06-302026-07-20

BX BLACKSTONE INC57.4K shares1.91%2026-06-302026-07-20

VBR VANGUARD INDEX FDS27.7K shares-0.29%2026-06-302026-07-20

LLY ELI LILLY & CO5.6K shares43.11%2026-06-302026-07-20

DE DEERE & CO9.8K shares0.97%2026-06-302026-07-20

AVDE AMERICAN CENTY ETF TR67.6K shares4.45%2026-06-302026-07-20

SBUX STARBUCKS CORP52.6K shares-3.59%2026-06-302026-07-20

Sponsored

UL UNILEVER PLC83.2K shares0.19%2026-06-302026-07-20

HD HOME DEPOT INC13.8K shares0.39%2026-06-302026-07-20

VOO VANGUARD INDEX FDS6.6K shares0.05%2026-06-302026-07-20

FDX FEDEX CORP14.1K shares0.13%2026-06-302026-07-20

ASML ASML HLDG NV2.1K shares1.72%2026-06-302026-07-20

KO COCA COLA CO50.2K shares2.73%2026-06-302026-07-20

LMT LOCKHEED MARTIN CORP8.0K shares5.91%2026-06-302026-07-20

STE STERIS PLC18.9K shares-0.52%2026-06-302026-07-20

Sponsored

EMR EMERSON ELEC CO27.5K shares0.23%2026-06-302026-07-20

CVX CHEVRON CORPORATION23.1K shares0.43%2026-06-302026-07-20

UBER UBER TECHNOLOGIES INC52.9K shares16.64%2026-06-302026-07-20

ABT ABBOTT LABORATORIES39.8K shares-0.56%2026-06-302026-07-20

ISHARES TR ISHARES TR4.7K shares-0.36%2026-06-302026-07-20

BTU PEABODY ENGR CORP147.7K shares0.00%2026-06-302026-07-20

PM PHILIP MORRIS INTL INC18.3K shares0.39%2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS8.6K shares0.20%2026-06-302026-07-20

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL14.2K shares51.07%2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.0K shares47.92%2026-06-302026-07-20

LNG CHENIERE ENERGY INC12.2K shares10.64%2026-06-302026-07-20

MDLZ MONDELEZ INTL INC49.6K shares-0.32%2026-06-302026-07-20

MCD MCDONALDS CORP10.5K shares0.97%2026-06-302026-07-20

AVUS AMERICAN CENTY ETF TR21.7K shares-0.82%2026-06-302026-07-20

AVSC AMERICAN CENTY ETF TR36.1K shares-0.11%2026-06-302026-07-20

TFC TRUIST FINL CORP52.4K shares-0.76%2026-06-302026-07-20

Sponsored

PEP PEPSICO INC19.1K shares-3.61%2026-06-302026-07-20

SPDR SERIES TRUST SPDR SERIES TRUST29.3K shares0.01%2026-06-302026-07-20

DFUS DIMENSIONAL ETF TRUST31.3K shares0.01%2026-06-302026-07-20

GLW CORNING INC9.8K shares0.96%2026-06-302026-07-20

IWM ISHARES TR8.1K shares-0.02%2026-06-302026-07-20

DGX QUEST DIAGNOSTICS INC11.4K shares-7.63%2026-06-302026-07-20

SOUTHERN CO SOUTHERN CO25.3K shares0.19%2026-06-302026-07-20

MO ALTRIA GROUP INC32.7K shares0.98%2026-06-302026-07-20

Sponsored

GOOG ALPHABET INC6.3K shares8.26%2026-06-302026-07-20

SYY SYSCO CORP26.6K shares12.10%2026-06-302026-07-20

INTC INTEL CORP15.2K shares-23.23%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.2K shares6.73%2026-06-302026-07-20

MRK MERCK & CO INC16.0K shares0.98%2026-06-302026-07-20

DFUV DIMENSIONAL ETF TRUST36.8K shares0.02%2026-06-302026-07-20

NKE NIKE INC46.1K shares-11.28%2026-06-302026-07-20

SR SPIRE INC22.8K shares0.00%2026-06-302026-07-20

Sponsored

VEA VANGUARD TAX-MANAGED FDS23.6K shares-0.47%2026-06-302026-07-20

ADP AUTOMATIC DATA PROCESSING IN7.4K shares-2.86%2026-06-302026-07-20

IJH ISHARES TR21.2K shares0.00%2026-06-302026-07-20

BDX BECTON DICKINSON & CO10.4K shares-5.54%2026-06-302026-07-20

BP BP PLC41.9K shares-8.26%2026-06-302026-07-20

BROADCOM INC BROADCOM INC4.1K shares3.05%2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC2.7K shares13.31%2026-06-302026-07-20

VZ VERIZON COMMUNICATIONS INC35.5K shares-0.88%2026-06-302026-07-20

Sponsored

CDNS CADENCE DESIGN SYSTEM INC4.0K shares7.21%2026-06-302026-07-20

BAC BANK OF AMER CORP22.3K shares5.76%2026-06-302026-07-20

TSLA TESLA INC3.0K shares11.72%2026-06-302026-07-20

IWF ISHARES TR10.0K shares300.00%2026-06-302026-07-20

SPMD SPDR SERIES TRUST17.5K shares0.01%2026-06-302026-07-20

DFAT DIMENSIONAL ETF TRUST16.9K shares0.00%2026-06-302026-07-20

LRCX LAM RESEARCH CORP2.7K shares-1.56%2026-06-302026-07-20

DUK DUKE ENERGY CORP NEW9.2K shares-2.10%2026-06-302026-07-20

Sponsored

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC7.0K sharesnew addition2026-06-302026-07-20

MPC MARATHON PETE CORP4.1K shares-8.35%2026-06-302026-07-20

UMBF UMB FINL CORP7.2K shares-2.46%2026-06-302026-07-20

NETFLIX INC. NETFLIX INC.13.6K shares17.84%2026-06-302026-07-20

ET ENERGY TRANSFER L P50.1K shares0.00%2026-06-302026-07-20

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.2K shares0.09%2026-06-302026-07-20

AXP AMERICAN EXPRESS CO2.7K shares2.12%2026-06-302026-07-20

QQQ INVESCO QQQ TR1.2K shares9.59%2026-06-302026-07-20

Sponsored

ITOT ISHARES TR5.5K shares-1.79%2026-06-302026-07-20

PHYS SPROTT ASSET MANAGEMENT LP29.6K shares-21.28%2026-06-302026-07-20

IWB ISHARES TR2.2K shares0.00%2026-06-302026-07-20

DIS DISNEY WALT CO9.1K shares-4.38%2026-06-302026-07-20

VTV VANGUARD INDEX FDS3.8K shares0.03%2026-06-302026-07-20

NEXTERA ENERGY INC NEXTERA ENERGY INC9.2K shares-0.82%2026-06-302026-07-20

MU MICRON TECHNOLOGY INC694 sharesnew addition2026-06-302026-07-20

DFAS DIMENSIONAL ETF TRUST9.3K shares0.00%2026-06-302026-07-20

Sponsored

VB VANGUARD INDEX FDS2.4K shares0.00%2026-06-302026-07-20

ILMN ILLUMINA INC4.1K shares0.89%2026-06-302026-07-20

CISCO SYS INC CISCO SYS INC6.0K shares8.78%2026-06-302026-07-20

AEP AMERICAN ELEC PWR CO INC4.9K shares0.37%2026-06-302026-07-20

HDEF DBX ETF TR21.0K shares0.00%2026-06-302026-07-20

GE GE AEROSPACE1.8K shares15.61%2026-06-302026-07-20

EFA ISHARES TR6.1K shares13.12%2026-06-302026-07-20

PFE PFIZER INC25.5K shares-4.64%2026-06-302026-07-20

Sponsored

IDEV ISHARES TR6.8K shares0.00%2026-06-302026-07-20

SPDW SPDR INDEX SHS FDS12.0K shares0.04%2026-06-302026-07-20

TPLC TIMOTHY PLAN11.7K shares21.65%2026-06-302026-07-20

SHEL SHELL PLC7.0K shares1.78%2026-06-302026-07-20

DES WISDOMTREE TR13.2K shares0.00%2026-06-302026-07-20

CMI CUMMINS INC751 shares24.96%2026-06-302026-07-20

APPLIED MATLS INC APPLIED MATLS INC718 sharesnew addition2026-06-302026-07-20

MCK MCKESSON CORP665 shares0.76%2026-06-302026-07-20

Sponsored

ADI ANALOG DEVICES INC1.3K shares4.81%2026-06-302026-07-20

EEFT EURONET WORLDWIDE INC6.8K shares-0.58%2026-06-302026-07-20

RTX CORPORATION RTX CORPORATION2.6K shares16.87%2026-06-302026-07-20

COP CONOCOPHILLIPS4.8K shares3.53%2026-06-302026-07-20

VBK VANGUARD INDEX FDS1.4K shares0.00%2026-06-302026-07-20

VO VANGUARD INDEX FDS6.1K shares300.00%2026-06-302026-07-20

WAT WATERS CORP1.2K shares-2.38%2026-06-302026-07-20

IWR ISHARES TR4.2K shares0.00%2026-06-302026-07-20

Sponsored

SCHD SCHWAB STRATEGIC TR14.4K shares0.31%2026-06-302026-07-20

TPSC TIMOTHY PLAN9.5K shares7.46%2026-06-302026-07-20

SPSM SPDR SERIES TRUST7.9K shares0.00%2026-06-302026-07-20

IEMG ISHARES INC4.9K shares11.00%2026-06-302026-07-20

VANECK ETF TRUST VANECK ETF TRUST5.3K shares11.23%2026-06-302026-07-20

MASTERCARD INCORPORATED MASTERCARD INCORPORATED784 shares25.44%2026-06-302026-07-20

VYM VANGUARD WHITEHALL FDS2.5K shares25.00%2026-06-302026-07-20

AMGN AMGEN INC1.1K shares2.26%2026-06-302026-07-20

Sponsored

3M CO 3M CO2.4K shares-39.23%2026-06-302026-07-20

KLAC KLA CORP1.3K sharesnew addition2026-06-302026-07-20

GEV GE VERNOVA INC326 shares2.52%2026-06-302026-07-20

SCZ ISHARES TR4.6K shares-0.60%2026-06-302026-07-20

IVW ISHARES TR2.7K shares0.00%2026-06-302026-07-20

KKR KKR & CO INC4.0K shares0.12%2026-06-302026-07-20

QCOM QUALCOMM INC2.0K shares3.31%2026-06-302026-07-20

USB US BANCORP6.1K shares0.71%2026-06-302026-07-20

Sponsored

DEO DIAGEO PLC4.6K shares-24.23%2026-06-302026-07-20

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.1K shares5.70%2026-06-302026-07-20

YUM YUM BRANDS INC2.3K shares-25.52%2026-06-302026-07-20

SAIC SCIENCE APPLICATIONS INTL CO3.3K shares0.46%2026-06-302026-07-20

LNT ALLIANT ENERGY CORP4.7K shares-1.67%2026-06-302026-07-20

SCHG SCHWAB STRATEGIC TR10.5K shares6.26%2026-06-302026-07-20

BMY BRISTOL-MYERS SQUIBB CO6.0K shares25.53%2026-06-302026-07-20

PANW PALO ALTO NETWORKS INC1.0K sharesnew addition2026-06-302026-07-20

Sponsored

EVRG EVERGY INC3.9K shares0.87%2026-06-302026-07-20

IRM IRON MTN INC DEL2.7K shares2.04%2026-06-302026-07-20

DIA STATE STR SPDR DOW JONES IND646 shares0.00%2026-06-302026-07-20

SLQT SELECTQUOTE INC391.3K shares0.00%2026-06-302026-07-20

AEE AMEREN CORP2.9K shares2.36%2026-06-302026-07-20

DFE WISDOMTREE TR4.3K shares0.00%2026-06-302026-07-20

ETN EATON CORP PLC724 shares0.98%2026-06-302026-07-20

TSM TAIWAN SEMICONDUCTOR MANUFAC643 sharesnew addition2026-06-302026-07-20

Sponsored

CBSH COMMERCE BANCSHARES INC5.2K shares-5.79%2026-06-302026-07-20

EPD ENTERPRISE PRODS PARTNERS L8.1K shares0.00%2026-06-302026-07-20

GLD SPDR GOLD TR800 shares0.00%2026-06-302026-07-20

TPHD TIMOTHY PLAN6.9K shares18.58%2026-06-302026-07-20

TPIF TIMOTHY PLAN7.7K shares13.90%2026-06-302026-07-20

CASY CASEYS GEN STORES INC359 sharesnew addition2026-06-302026-07-20

TXN TEXAS INSTRS INC932 sharesnew addition2026-06-302026-07-20

LOW LOWES COS INC1.3K shares-0.87%2026-06-302026-07-20

Sponsored

CL COLGATE PALMOLIVE CO2.9K shares4.84%2026-06-302026-07-20

APD AIR PRODUCTS AND CHEMICALS I910 shares3.17%2026-06-302026-07-20

IFRA ISHARES TR4.2K shares0.00%2026-06-302026-07-20

BSVO EA SERIES TRUST8.9K shares0.00%2026-06-302026-07-20

CVS CVS HEALTH CORP2.5K sharesnew addition2026-06-302026-07-20

BKNG BOOKING HOLDINGS INC1.4K shares2489.29%2026-06-302026-07-20

PFG PRINCIPAL FINANCIAL GROUP IN2.4K shares0.97%2026-06-302026-07-20

CHUBB LIMITED CHUBB LIMITED740 shares0.00%2026-06-302026-07-20

Sponsored

WY WEYERHAEUSER CO10.5K shares-4.03%2026-06-302026-07-20

SPEM SPDR INDEX SHS FDS4.7K shares0.02%2026-06-302026-07-20

LHX L3HARRIS TECHNOLOGIES INC831 shares2.72%2026-06-302026-07-20

LIN LINDE PLC448 shares-16.10%2026-06-302026-07-20

MATX MATSON INC1.2K sharesnew addition2026-06-302026-07-20

TD TORONTO DOMINION BK ONT1.9K sharesnew addition2026-06-302026-07-20

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC296 sharesnew addition2026-06-302026-07-20

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.0K sharesnew addition2026-06-302026-07-20

Sponsored

BMEZ BLACKROCK HEALTH SCIENCES TE14.3K shares0.00%2026-06-302026-07-20

ALL ALLSTATE CORP916 sharesnew addition2026-06-302026-07-20

GD GENERAL DYNAMICS CORP608 sharesnew addition2026-06-302026-07-20

JEPI J P MORGAN EXCHANGE TRADED F3.8K shares4.38%2026-06-302026-07-20

PSX PHILLIPS 661.2K shares1.84%2026-06-302026-07-20

HONEYWELL INTL INC HONEYWELL INTL INC915 sharesnew addition2026-06-302026-07-20

MRVL MARVELL TECHNOLOGY INC686 sharesnew addition2026-06-302026-07-20

MDY STATE STR SPDR S&P MIDCAP 40288 sharesnew addition2026-06-302026-07-20

Sponsored

VHT VANGUARD WORLD FD675 shares-8.16%2026-06-302026-07-20

PACB PACIFIC BIOSCIENCES CALIF IN103.3K shares10.72%2026-06-302026-07-20

KBDC KAYNE ANDERSON BDC INC10.0K sharesnew addition2026-06-302026-07-20

GDRX GOODRX HLDGS INC31.1K shares0.00%2026-06-302026-07-20

SCHX

SCHWAB STRATEGIC TR

3.01%

Shares1.8M

Event2026-06-30

Filed2026-07-20

FNDX

SCHWAB STRATEGIC TR

3.54%

Shares1.7M

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

-0.14%

Shares151.3K

Event2026-06-30

Filed2026-07-20

SCHF

SCHWAB STRATEGIC TR

3.81%

Shares1.5M

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

-0.13%

Shares98.9K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

0.19%

Shares161.3K

Event2026-06-30

Filed2026-07-20

CAT

CATERPILLAR INC

4.48%

Shares23.7K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.10%

Shares42.4K

Event2026-06-30

Filed2026-07-20

AVEM

AMERICAN CENTY ETF TR

2.86%

Shares180.9K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

4.32%

Shares43.5K

Event2026-06-30

Filed2026-07-20

AVUV

AMERICAN CENTY ETF TR

2.98%

Shares129.1K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

0.43%

Shares44.5K

Event2026-06-30

Filed2026-07-20

TMO

THERMO FISHER SCIENTIFIC INC

0.70%

Shares28.9K

Event2026-06-30

Filed2026-07-20

SCHM

SCHWAB STRATEGIC TR

4.24%

Shares376.3K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

0.21%

Shares47.1K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

-0.17%

Shares43.6K

Event2026-06-30

Filed2026-07-20

AVDV

AMERICAN CENTY ETF TR

6.90%

Shares104.6K

Event2026-06-30

Filed2026-07-20

VUG

VANGUARD INDEX FDS

554.80%

Shares121.7K

Event2026-06-30

Filed2026-07-20

SCHA

SCHWAB STRATEGIC TR

4.66%

Shares289.9K

Event2026-06-30

Filed2026-07-20

RSP

INVESCO EXCHANGE TRADED FD T

-1.34%

Shares49.1K

Event2026-06-30

Filed2026-07-20

ORLY

OREILLY AUTOMOTIVE INC

1.00%

Shares112.3K

Event2026-06-30

Filed2026-07-20

AVLV

AMERICAN CENTY ETF TR

3.98%

Shares109.0K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

0.20%

Shares66.5K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

6.92%

Shares84.6K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

2.54%

Shares39.3K

Event2026-06-30

Filed2026-07-20

DHR

DANAHER CORP DEL

0.17%

Shares47.8K

Event2026-06-30

Filed2026-07-20

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares12

Event2026-06-30

Filed2026-07-20

GOLDMAN SACHS GROUP INC

-0.10%

Shares8.4K

Event2026-06-30

Filed2026-07-20

VISA INC

0.50%

Shares22.4K

Event2026-06-30

Filed2026-07-20

VIG

VANGUARD SPECIALIZED FUNDS

-0.81%

Shares31.0K

Event2026-06-30

Filed2026-07-20

FNDF

SCHWAB STRATEGIC TR

-1.43%

Shares134.5K

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC

-1.01%

Shares12.0K

Event2026-06-30

Filed2026-07-20

SCHW

SCHWAB CHARLES CORP

2.77%

Shares74.4K

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS

2.01%

Shares24.2K

Event2026-06-30

Filed2026-07-20

BLACKSTONE INC

1.91%

Shares57.4K

Event2026-06-30

Filed2026-07-20

VBR

VANGUARD INDEX FDS

-0.29%

Shares27.7K

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

43.11%

Shares5.6K

Event2026-06-30

Filed2026-07-20

DEERE & CO

0.97%

Shares9.8K

Event2026-06-30

Filed2026-07-20

AVDE

AMERICAN CENTY ETF TR

4.45%

Shares67.6K

Event2026-06-30

Filed2026-07-20

SBUX

STARBUCKS CORP

-3.59%

Shares52.6K

Event2026-06-30

Filed2026-07-20

UNILEVER PLC

0.19%

Shares83.2K

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC

0.39%

Shares13.8K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

0.05%

Shares6.6K

Event2026-06-30

Filed2026-07-20

FDX

FEDEX CORP

0.13%

Shares14.1K

Event2026-06-30

Filed2026-07-20

ASML

ASML HLDG NV

1.72%

Shares2.1K

Event2026-06-30

Filed2026-07-20

COCA COLA CO

2.73%

Shares50.2K

Event2026-06-30

Filed2026-07-20

LMT

LOCKHEED MARTIN CORP

5.91%

Shares8.0K

Event2026-06-30

Filed2026-07-20

STE

STERIS PLC

-0.52%

Shares18.9K

Event2026-06-30

Filed2026-07-20

EMR

EMERSON ELEC CO

0.23%

Shares27.5K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION

0.43%

Shares23.1K

Event2026-06-30

Filed2026-07-20

UBER

UBER TECHNOLOGIES INC

16.64%

Shares52.9K

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES

-0.56%

Shares39.8K

Event2026-06-30

Filed2026-07-20

ISHARES TR

-0.36%

Shares4.7K

Event2026-06-30

Filed2026-07-20

BTU

PEABODY ENGR CORP

0.00%

Shares147.7K

Event2026-06-30

Filed2026-07-20

PHILIP MORRIS INTL INC

0.39%

Shares18.3K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

0.20%

Shares8.6K

Event2026-06-30

Filed2026-07-20

WASTE MGMT INC DEL

51.07%

Shares14.2K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

47.92%

Shares4.0K

Event2026-06-30

Filed2026-07-20

LNG

CHENIERE ENERGY INC

10.64%

Shares12.2K

Event2026-06-30

Filed2026-07-20

MDLZ

MONDELEZ INTL INC

-0.32%

Shares49.6K

Event2026-06-30

Filed2026-07-20

MCD

MCDONALDS CORP

0.97%

Shares10.5K

Event2026-06-30

Filed2026-07-20

AVUS

AMERICAN CENTY ETF TR

-0.82%

Shares21.7K

Event2026-06-30

Filed2026-07-20

AVSC

AMERICAN CENTY ETF TR

-0.11%

Shares36.1K

Event2026-06-30

Filed2026-07-20

TFC

TRUIST FINL CORP

-0.76%

Shares52.4K

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC

-3.61%

Shares19.1K

Event2026-06-30

Filed2026-07-20

SPDR SERIES TRUST

0.01%

Shares29.3K

Event2026-06-30

Filed2026-07-20

DFUS

DIMENSIONAL ETF TRUST

0.01%

Shares31.3K

Event2026-06-30

Filed2026-07-20

GLW

CORNING INC

0.96%

Shares9.8K

Event2026-06-30

Filed2026-07-20

IWM

ISHARES TR

-0.02%

Shares8.1K

Event2026-06-30

Filed2026-07-20

DGX

QUEST DIAGNOSTICS INC

-7.63%

Shares11.4K

Event2026-06-30

Filed2026-07-20

SOUTHERN CO

0.19%

Shares25.3K

Event2026-06-30

Filed2026-07-20

ALTRIA GROUP INC

0.98%

Shares32.7K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

8.26%

Shares6.3K

Event2026-06-30

Filed2026-07-20

SYY

SYSCO CORP

12.10%

Shares26.6K

Event2026-06-30

Filed2026-07-20

INTC

INTEL CORP

-23.23%

Shares15.2K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

6.73%

Shares2.2K

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC

0.98%

Shares16.0K

Event2026-06-30

Filed2026-07-20

DFUV

DIMENSIONAL ETF TRUST

0.02%

Shares36.8K

Event2026-06-30

Filed2026-07-20

NKE

NIKE INC

-11.28%

Shares46.1K

Event2026-06-30

Filed2026-07-20

SPIRE INC

0.00%

Shares22.8K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

-0.47%

Shares23.6K

Event2026-06-30

Filed2026-07-20

ADP

AUTOMATIC DATA PROCESSING IN

-2.86%

Shares7.4K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES TR

0.00%

Shares21.2K

Event2026-06-30

Filed2026-07-20

BDX

BECTON DICKINSON & CO

-5.54%

Shares10.4K

Event2026-06-30

Filed2026-07-20

BP PLC

-8.26%

Shares41.9K

Event2026-06-30

Filed2026-07-20

BROADCOM INC

3.05%

Shares4.1K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

13.31%

Shares2.7K

Event2026-06-30

Filed2026-07-20

VERIZON COMMUNICATIONS INC

-0.88%

Shares35.5K

Event2026-06-30

Filed2026-07-20

CDNS

CADENCE DESIGN SYSTEM INC

7.21%

Shares4.0K

Event2026-06-30

Filed2026-07-20

BAC

BANK OF AMER CORP

5.76%

Shares22.3K

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC

11.72%

Shares3.0K

Event2026-06-30

Filed2026-07-20

IWF

ISHARES TR

300.00%

Shares10.0K

Event2026-06-30

Filed2026-07-20

SPMD

SPDR SERIES TRUST

0.01%

Shares17.5K

Event2026-06-30

Filed2026-07-20

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares16.9K

Event2026-06-30

Filed2026-07-20

LRCX

LAM RESEARCH CORP

-1.56%

Shares2.7K

Event2026-06-30

Filed2026-07-20

DUK

DUKE ENERGY CORP NEW

-2.10%

Shares9.2K

Event2026-06-30

Filed2026-07-20

FEDEX FGHT HLDG CO INC

New

Shares7.0K

Event2026-06-30

Filed2026-07-20

MPC

MARATHON PETE CORP

-8.35%

Shares4.1K

Event2026-06-30

Filed2026-07-20

UMBF

UMB FINL CORP

-2.46%

Shares7.2K

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

17.84%

Shares13.6K

Event2026-06-30

Filed2026-07-20

ENERGY TRANSFER L P

0.00%

Shares50.1K

Event2026-06-30

Filed2026-07-20

UNITEDHEALTH GROUP INC

0.09%

Shares2.2K

Event2026-06-30

Filed2026-07-20

AXP

AMERICAN EXPRESS CO

2.12%

Shares2.7K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

9.59%

Shares1.2K

Event2026-06-30

Filed2026-07-20

ITOT

ISHARES TR

-1.79%

Shares5.5K

Event2026-06-30

Filed2026-07-20

PHYS

SPROTT ASSET MANAGEMENT LP

-21.28%

Shares29.6K

Event2026-06-30

Filed2026-07-20

IWB

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-20

DIS

DISNEY WALT CO

-4.38%

Shares9.1K

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD INDEX FDS

0.03%

Shares3.8K

Event2026-06-30

Filed2026-07-20

NEXTERA ENERGY INC

-0.82%

Shares9.2K

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

New

Shares694

Event2026-06-30

Filed2026-07-20

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-20

ILMN

ILLUMINA INC

0.89%

Shares4.1K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

8.78%

Shares6.0K

Event2026-06-30

Filed2026-07-20

AEP

AMERICAN ELEC PWR CO INC

0.37%

Shares4.9K

Event2026-06-30

Filed2026-07-20

HDEF

DBX ETF TR

0.00%

Shares21.0K

Event2026-06-30

Filed2026-07-20

GE AEROSPACE

15.61%

Shares1.8K

Event2026-06-30

Filed2026-07-20

EFA

ISHARES TR

13.12%

Shares6.1K

Event2026-06-30

Filed2026-07-20

PFE

PFIZER INC

-4.64%

Shares25.5K

Event2026-06-30

Filed2026-07-20

IDEV

ISHARES TR

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-20

SPDW

SPDR INDEX SHS FDS

0.04%

Shares12.0K

Event2026-06-30

Filed2026-07-20

TPLC

TIMOTHY PLAN

21.65%

Shares11.7K

Event2026-06-30

Filed2026-07-20

SHEL

SHELL PLC

1.78%

Shares7.0K

Event2026-06-30

Filed2026-07-20

DES

WISDOMTREE TR

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-20

CMI

CUMMINS INC

24.96%

Shares751

Event2026-06-30

Filed2026-07-20

APPLIED MATLS INC

New

Shares718

Event2026-06-30

Filed2026-07-20

MCK

MCKESSON CORP

0.76%

Shares665

Event2026-06-30

Filed2026-07-20

ADI

ANALOG DEVICES INC

4.81%

Shares1.3K

Event2026-06-30

Filed2026-07-20

EEFT

EURONET WORLDWIDE INC

-0.58%

Shares6.8K

Event2026-06-30

Filed2026-07-20

RTX CORPORATION

16.87%

Shares2.6K

Event2026-06-30

Filed2026-07-20

COP

CONOCOPHILLIPS

3.53%

Shares4.8K

Event2026-06-30

Filed2026-07-20

VBK

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

300.00%

Shares6.1K

Event2026-06-30

Filed2026-07-20

WAT

WATERS CORP

-2.38%

Shares1.2K

Event2026-06-30

Filed2026-07-20

IWR

ISHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-20

SCHD

SCHWAB STRATEGIC TR

0.31%

Shares14.4K

Event2026-06-30

Filed2026-07-20

TPSC

TIMOTHY PLAN

7.46%

Shares9.5K

Event2026-06-30

Filed2026-07-20

SPSM

SPDR SERIES TRUST

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-20

IEMG

ISHARES INC

11.00%

Shares4.9K

Event2026-06-30

Filed2026-07-20

VANECK ETF TRUST

11.23%

Shares5.3K

Event2026-06-30

Filed2026-07-20

MASTERCARD INCORPORATED

25.44%

Shares784

Event2026-06-30

Filed2026-07-20

VYM

VANGUARD WHITEHALL FDS

25.00%

Shares2.5K

Event2026-06-30

Filed2026-07-20

AMGN

AMGEN INC

2.26%

Shares1.1K

Event2026-06-30

Filed2026-07-20

3M CO

-39.23%

Shares2.4K

Event2026-06-30

Filed2026-07-20

KLAC

KLA CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC

2.52%

Shares326

Event2026-06-30

Filed2026-07-20

SCZ

ISHARES TR

-0.60%

Shares4.6K

Event2026-06-30

Filed2026-07-20

IVW

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-20

KKR

KKR & CO INC

0.12%

Shares4.0K

Event2026-06-30

Filed2026-07-20

QCOM

QUALCOMM INC

3.31%

Shares2.0K

Event2026-06-30

Filed2026-07-20

USB

US BANCORP

0.71%

Shares6.1K

Event2026-06-30

Filed2026-07-20

DEO

DIAGEO PLC

-24.23%

Shares4.6K

Event2026-06-30

Filed2026-07-20

PALANTIR TECHNOLOGIES INC

5.70%

Shares3.1K

Event2026-06-30

Filed2026-07-20

YUM

YUM BRANDS INC

-25.52%

Shares2.3K

Event2026-06-30

Filed2026-07-20

SAIC

SCIENCE APPLICATIONS INTL CO

0.46%

Shares3.3K

Event2026-06-30

Filed2026-07-20

LNT

ALLIANT ENERGY CORP

-1.67%

Shares4.7K

Event2026-06-30

Filed2026-07-20

SCHG

SCHWAB STRATEGIC TR

6.26%

Shares10.5K

Event2026-06-30

Filed2026-07-20

BMY

BRISTOL-MYERS SQUIBB CO

25.53%

Shares6.0K

Event2026-06-30

Filed2026-07-20

PANW

PALO ALTO NETWORKS INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-20

EVRG

EVERGY INC

0.87%

Shares3.9K

Event2026-06-30

Filed2026-07-20

IRM

IRON MTN INC DEL

2.04%

Shares2.7K

Event2026-06-30

Filed2026-07-20

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares646

Event2026-06-30

Filed2026-07-20

SLQT

SELECTQUOTE INC

0.00%

Shares391.3K

Event2026-06-30

Filed2026-07-20

AEE

AMEREN CORP

2.36%

Shares2.9K

Event2026-06-30

Filed2026-07-20

DFE

WISDOMTREE TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-20

ETN

EATON CORP PLC

0.98%

Shares724

Event2026-06-30

Filed2026-07-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares643

Event2026-06-30

Filed2026-07-20

CBSH

COMMERCE BANCSHARES INC

-5.79%

Shares5.2K

Event2026-06-30

Filed2026-07-20

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-20

GLD

SPDR GOLD TR

0.00%

Shares800

Event2026-06-30

Filed2026-07-20

TPHD

TIMOTHY PLAN

18.58%

Shares6.9K

Event2026-06-30

Filed2026-07-20

TPIF

TIMOTHY PLAN

13.90%

Shares7.7K

Event2026-06-30

Filed2026-07-20

CASY

CASEYS GEN STORES INC

New

Shares359

Event2026-06-30

Filed2026-07-20

TXN

TEXAS INSTRS INC

New

Shares932

Event2026-06-30

Filed2026-07-20

LOW

LOWES COS INC

-0.87%

Shares1.3K

Event2026-06-30

Filed2026-07-20

COLGATE PALMOLIVE CO

4.84%

Shares2.9K

Event2026-06-30

Filed2026-07-20

APD

AIR PRODUCTS AND CHEMICALS I

3.17%

Shares910

Event2026-06-30

Filed2026-07-20

IFRA

ISHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-20

BSVO

EA SERIES TRUST

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-20

CVS

CVS HEALTH CORP

New

Shares2.5K

Event2026-06-30

Filed2026-07-20

BKNG

BOOKING HOLDINGS INC

2489.29%

Shares1.4K

Event2026-06-30

Filed2026-07-20

PFG

PRINCIPAL FINANCIAL GROUP IN

0.97%

Shares2.4K

Event2026-06-30

Filed2026-07-20

CHUBB LIMITED

0.00%

Shares740

Event2026-06-30

Filed2026-07-20

WEYERHAEUSER CO

-4.03%

Shares10.5K

Event2026-06-30

Filed2026-07-20

SPEM

SPDR INDEX SHS FDS

0.02%

Shares4.7K

Event2026-06-30

Filed2026-07-20

LHX

L3HARRIS TECHNOLOGIES INC

2.72%

Shares831

Event2026-06-30

Filed2026-07-20

LIN

LINDE PLC

-16.10%

Shares448

Event2026-06-30

Filed2026-07-20

MATX

MATSON INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-20

TORONTO DOMINION BK ONT

New

Shares1.9K

Event2026-06-30

Filed2026-07-20

CROWDSTRIKE HLDGS INC

New

Shares296

Event2026-06-30

Filed2026-07-20

HONEYWELL AEROSPACE INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-20

BMEZ

BLACKROCK HEALTH SCIENCES TE

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-20

ALL

ALLSTATE CORP

New

Shares916

Event2026-06-30

Filed2026-07-20

GENERAL DYNAMICS CORP

New

Shares608

Event2026-06-30

Filed2026-07-20

JEPI

J P MORGAN EXCHANGE TRADED F

4.38%

Shares3.8K

Event2026-06-30

Filed2026-07-20

PSX

PHILLIPS 66

1.84%

Shares1.2K

Event2026-06-30

Filed2026-07-20

HONEYWELL INTL INC

New

Shares915

Event2026-06-30

Filed2026-07-20

MRVL

MARVELL TECHNOLOGY INC

New

Shares686

Event2026-06-30

Filed2026-07-20

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares288

Event2026-06-30

Filed2026-07-20

VHT

VANGUARD WORLD FD

-8.16%

Shares675

Event2026-06-30

Filed2026-07-20

PACB

PACIFIC BIOSCIENCES CALIF IN

10.72%

Shares103.3K

Event2026-06-30

Filed2026-07-20

KBDC

KAYNE ANDERSON BDC INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-20

GDRX

GOODRX HLDGS INC

0.00%

Shares31.1K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available