Sponsored

The Analysis of Rede Wealth, LLC's Holdings & P&L

Currently, Rede Wealth, LLC holds 117 types of securities in its portfolio with a total value $302.0M. In the most recent quarter, they have increased their positions in FBND (+56.7K shares, valued at $2.6M), N/A (+37.8K shares, valued at $1.1M), RAAX (+24.0K shares, valued at $953.2K); decreased their positions in SCHA (-21.5K shares, valued at $777.6K), DYNF (-11.0K shares, valued at $745.5K), VTIP (-11.2K shares, valued at $561.9K); initiated new positions in N/A (+37.8K shares, valued at $1.1M), RAAX (+24.0K shares, valued at $953.2K), CTA (+28.4K shares, valued at $737.4K).

1M P&L

-4.2M-1.48%

3M P&L

+11.7M+4.42%

HY P&L

+15.6M+5.99%

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/A213.6M

78.4%

2Consumer Electronics13.6M

5.0%

3Drug Manufacturers - General9.4M

3.5%

Top Industries by Stock Count

1N/A55 stocks

55.6%

2Oil & Gas Midstream3 stocks

3.0%

3Semiconductors3 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.A BERKSHIRE HATHAWAY INC DEL208 shares0.00%2026-06-302026-08-03

AAPL APPLE INC47.0K shares-0.23%2026-06-302026-08-03

ITOT ISHARES TR65.3K shares8.00%2026-06-302026-08-03

JNJ JOHNSON & JOHNSON37.0K shares-0.09%2026-06-302026-08-03

ISHARES TR ISHARES TR11.7K shares-1.08%2026-06-302026-08-03

AMZN AMAZON COM INC23.6K shares0.11%2026-06-302026-08-03

APPLIED MATLS INC APPLIED MATLS INC7.3K shares0.00%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY INC DEL9.9K shares-1.28%2026-06-302026-08-03

Sponsored

FBND FIDELITY MERRIMACK STR TR90.8K shares166.88%2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.2K shares-0.19%2026-06-302026-08-03

QQQM INVESCO EXCH TRADED FD TR II11.7K shares8.37%2026-06-302026-08-03

VTEB VANGUARD MUN BD FDS63.6K shares-5.01%2026-06-302026-08-03

MSFT MICROSOFT CORP8.3K shares0.23%2026-06-302026-08-03

SPYG SPDR SERIES TRUST25.8K shares-2.96%2026-06-302026-08-03

NVDA NVIDIA CORPORATION14.0K shares-1.16%2026-06-302026-08-03

IXUS ISHARES TR27.5K shares4.97%2026-06-302026-08-03

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP17.5K shares-0.85%2026-06-302026-08-03

IDEV ISHARES TR19.4K shares13.95%2026-06-302026-08-03

SPHY SPDR SERIES TRUST66.5K shares45.66%2026-06-302026-08-03

GLW CORNING INC5.9K shares0.00%2026-06-302026-08-03

DYNF BLACKROCK ETF TRUST20.5K shares-34.87%2026-06-302026-08-03

VTV VANGUARD INDEX FDS6.3K shares10.05%2026-06-302026-08-03

IYW ISHARES TR4.9K shares0.00%2026-06-302026-08-03

COIN COINBASE GLOBAL INC8.1K shares0.10%2026-06-302026-08-03

Sponsored

IMCB ISHARES TR12.1K shares-23.25%2026-06-302026-08-03

ETH GRAYSCALE ETHEREUM STAKING74.4K shares39.71%2026-06-302026-08-03

VTIP VANGUARD MALVERN FDS22.0K shares-33.72%2026-06-302026-08-03

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.3K shares0.00%2026-06-302026-08-03

SCHM SCHWAB STRATEGIC TR29.6K shares11.08%2026-06-302026-08-03

BLACKROCK ETF TRUST BLACKROCK ETF TRUST37.8K sharesnew addition2026-06-302026-08-03

ISHARES TR ISHARES TR10.6K shares3.00%2026-06-302026-08-03

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.5K shares-1.49%2026-06-302026-08-03

Sponsored

MCD MCDONALDS CORP3.6K shares0.03%2026-06-302026-08-03

RAAX VANECK ETF TRUST24.0K sharesnew addition2026-06-302026-08-03

SPEM SPDR INDEX SHS FDS18.3K shares5.93%2026-06-302026-08-03

SCHX SCHWAB STRATEGIC TR31.8K shares0.00%2026-06-302026-08-03

ASML ASML HLDG NV470 shares1.29%2026-06-302026-08-03

SCHA SCHWAB STRATEGIC TR25.8K shares-45.52%2026-06-302026-08-03

PG PROCTER & GAMBLE CO6.3K shares0.13%2026-06-302026-08-03

NETFLIX INC. NETFLIX INC.12.9K shares0.77%2026-06-302026-08-03

Sponsored

EPD ENTERPRISE PRODS PARTNERS L23.3K shares-0.30%2026-06-302026-08-03

HYMB SPDR SERIES TRUST32.5K shares-6.24%2026-06-302026-08-03

EZBC FRANKLIN TEMPLETON DIGITAL H24.1K shares-13.58%2026-06-302026-08-03

IAUM ISHARES GOLD TRUST MICRO19.9K shares1.02%2026-06-302026-08-03

EMXC ISHARES INC7.4K shares-37.86%2026-06-302026-08-03

DSI ISHARES TR5.3K shares-8.79%2026-06-302026-08-03

NSC NORFOLK SOUTHN CORP2.4K shares-1.58%2026-06-302026-08-03

CTA SIMPLIFY EXCHANGE TRADED FUN28.4K sharesnew addition2026-06-302026-08-03

Sponsored

BLK BLACKROCK INC693 shares0.00%2026-06-302026-08-03

CAT CATERPILLAR INC622 shares-3.72%2026-06-302026-08-03

AON AON PLC1.9K shares0.00%2026-06-302026-08-03

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.2K shares0.08%2026-06-302026-08-03

VB VANGUARD INDEX FDS2.1K shares3.94%2026-06-302026-08-03

CSX CSX CORP12.8K shares-3.20%2026-06-302026-08-03

SHOP SHOPIFY INC5.3K shares0.00%2026-06-302026-08-03

RTX CORPORATION RTX CORPORATION3.1K shares0.00%2026-06-302026-08-03

Sponsored

CHUBB LIMITED CHUBB LIMITED1.7K shares0.00%2026-06-302026-08-03

SPLV INVESCO EXCH TRADED FD TR II7.6K shares0.00%2026-06-302026-08-03

NULG NUSHARES ETF TR4.5K shares-16.98%2026-06-302026-08-03

SUB ISHARES TR4.9K shares-4.35%2026-06-302026-08-03

SCHF SCHWAB STRATEGIC TR18.5K shares0.01%2026-06-302026-08-03

ADP AUTOMATIC DATA PROCESSING IN2.2K shares-0.09%2026-06-302026-08-03

GOOGL ALPHABET INC1.4K shares0.58%2026-06-302026-08-03

IEI ISHARES TR4.2K shares11.59%2026-06-302026-08-03

Sponsored

T AT&T INC23.0K shares0.00%2026-06-302026-08-03

INTC INTEL CORP3.3K sharesnew addition2026-06-302026-08-03

TFC TRUIST FINL CORP9.0K shares0.03%2026-06-302026-08-03

VISA INC VISA INC1.3K shares0.46%2026-06-302026-08-03

ISTB ISHARES TR9.1K shares-2.41%2026-06-302026-08-03

KO COCA COLA CO5.3K shares0.00%2026-06-302026-08-03

UNP UNION PAC CORP1.6K shares0.00%2026-06-302026-08-03

MTUM ISHARES TR1.3K shares0.00%2026-06-302026-08-03

Sponsored

PAA PLAINS ALL AMERN PIPELINE L19.3K shares0.00%2026-06-302026-08-03

ABBVIE INC ABBVIE INC1.7K shares0.30%2026-06-302026-08-03

CISCO SYS INC CISCO SYS INC3.5K shares-1.33%2026-06-302026-08-03

QQQ INVESCO QQQ TR564 shares7.63%2026-06-302026-08-03

ETN EATON CORP PLC950 shares0.00%2026-06-302026-08-03

SBUX STARBUCKS CORP3.9K shares-1.62%2026-06-302026-08-03

CVX CHEVRON CORPORATION2.3K shares0.04%2026-06-302026-08-03

MBB ISHARES TR4.0K shares11.20%2026-06-302026-08-03

Sponsored

IMCG ISHARES TR3.8K shares0.00%2026-06-302026-08-03

ESGU ISHARES TR2.2K shares0.00%2026-06-302026-08-03

3M CO 3M CO2.3K shares0.00%2026-06-302026-08-03

QUANTA SVCS INC QUANTA SVCS INC500 shares0.00%2026-06-302026-08-03

SPTI SPDR SERIES TRUST12.4K sharesnew addition2026-06-302026-08-03

NAVN NAVAN INC14.9K sharesnew addition2026-06-302026-08-03

TSM TAIWAN SEMICONDUCTOR MANUFAC700 shares0.00%2026-06-302026-08-03

TSLA TESLA INC785 shares-0.51%2026-06-302026-08-03

Sponsored

FDX FEDEX CORP1.0K shares0.39%2026-06-302026-08-03

BIL SPDR SERIES TRUST3.5K shares-0.29%2026-06-302026-08-03

EQAL INVESCO EXCH TRADED FD TR II5.4K shares-0.37%2026-06-302026-08-03

HXL HEXCEL CORP NEW3.2K shares0.03%2026-06-302026-08-03

IGSB ISHARES TR6.0K shares-0.43%2026-06-302026-08-03

BNDX VANGUARD CHARLOTTE FDS6.5K shares-24.97%2026-06-302026-08-03

BK BANK OF NY MELLON CORP2.1K shares0.05%2026-06-302026-08-03

MDLZ MONDELEZ INTL INC5.2K shares0.11%2026-06-302026-08-03

Sponsored

NULV NUSHARES ETF TR6.0K shares4.23%2026-06-302026-08-03

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II12.8K sharesnew addition2026-06-302026-08-03

MTZ MASTEC INC695 shares0.00%2026-06-302026-08-03

OKE ONEOK INC NEW3.3K shares0.00%2026-06-302026-08-03

QQEW FIRST TR EXCHANGE-TRADED FD1.8K shares-17.75%2026-06-302026-08-03

RSPT INVESCO EXCHANGE TRADED FD T4.4K sharesnew addition2026-06-302026-08-03

PDBC INVESCO ACTVELY MNGD ETC FD17.4K shares-46.67%2026-06-302026-08-03

ESGD ISHARES TR2.6K shares23.86%2026-06-302026-08-03

Sponsored

DIS DISNEY WALT CO2.8K shares0.00%2026-06-302026-08-03

IEF ISHARES TR2.8K shares13.35%2026-06-302026-08-03

VZ VERIZON COMMUNICATIONS INC6.1K shares0.00%2026-06-302026-08-03

PM PHILIP MORRIS INTL INC1.4K shares0.00%2026-06-302026-08-03

XJH ISHARES TR4.9K shares5.53%2026-06-302026-08-03

ALL ALLSTATE CORP1.0K shares0.00%2026-06-302026-08-03

IDU ISHARES TR2.1K shares0.00%2026-06-302026-08-03

GOOG ALPHABET INC635 sharesnew addition2026-06-302026-08-03

Sponsored

HODL VANECK BITCOIN ETF12.8K shares7.15%2026-06-302026-08-03

XLP SELECT SECTOR SPDR TR2.5K shares0.00%2026-06-302026-08-03

KRMA GLOBAL X FDS4.5K sharesnew addition2026-06-302026-08-03

IBM INTERNATIONAL BUSINESS MACHS747 sharesnew addition2026-06-302026-08-03

FTEC FIDELITY COVINGTON TRUST726 sharesnew addition2026-06-302026-08-03

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares208

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

-0.23%

Shares47.0K

Event2026-06-30

Filed2026-08-03

ITOT

ISHARES TR

8.00%

Shares65.3K

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

-0.09%

Shares37.0K

Event2026-06-30

Filed2026-08-03

ISHARES TR

-1.08%

Shares11.7K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

0.11%

Shares23.6K

Event2026-06-30

Filed2026-08-03

APPLIED MATLS INC

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.28%

Shares9.9K

Event2026-06-30

Filed2026-08-03

FBND

FIDELITY MERRIMACK STR TR

166.88%

Shares90.8K

Event2026-06-30

Filed2026-08-03

STATE STR SPDR S&P 500 ETF T

-0.19%

Shares5.2K

Event2026-06-30

Filed2026-08-03

QQQM

INVESCO EXCH TRADED FD TR II

8.37%

Shares11.7K

Event2026-06-30

Filed2026-08-03

VTEB

VANGUARD MUN BD FDS

-5.01%

Shares63.6K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

0.23%

Shares8.3K

Event2026-06-30

Filed2026-08-03

SPYG

SPDR SERIES TRUST

-2.96%

Shares25.8K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

-1.16%

Shares14.0K

Event2026-06-30

Filed2026-08-03

IXUS

ISHARES TR

4.97%

Shares27.5K

Event2026-06-30

Filed2026-08-03

EXXON MOBIL CORP

-0.85%

Shares17.5K

Event2026-06-30

Filed2026-08-03

IDEV

ISHARES TR

13.95%

Shares19.4K

Event2026-06-30

Filed2026-08-03

SPHY

SPDR SERIES TRUST

45.66%

Shares66.5K

Event2026-06-30

Filed2026-08-03

GLW

CORNING INC

0.00%

Shares5.9K

Event2026-06-30

Filed2026-08-03

DYNF

BLACKROCK ETF TRUST

-34.87%

Shares20.5K

Event2026-06-30

Filed2026-08-03

VTV

VANGUARD INDEX FDS

10.05%

Shares6.3K

Event2026-06-30

Filed2026-08-03

IYW

ISHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-03

COIN

COINBASE GLOBAL INC

0.10%

Shares8.1K

Event2026-06-30

Filed2026-08-03

IMCB

ISHARES TR

-23.25%

Shares12.1K

Event2026-06-30

Filed2026-08-03

ETH

GRAYSCALE ETHEREUM STAKING

39.71%

Shares74.4K

Event2026-06-30

Filed2026-08-03

VTIP

VANGUARD MALVERN FDS

-33.72%

Shares22.0K

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-03

SCHM

SCHWAB STRATEGIC TR

11.08%

Shares29.6K

Event2026-06-30

Filed2026-08-03

BLACKROCK ETF TRUST

New

Shares37.8K

Event2026-06-30

Filed2026-08-03

ISHARES TR

3.00%

Shares10.6K

Event2026-06-30

Filed2026-08-03

UNITEDHEALTH GROUP INC

-1.49%

Shares2.5K

Event2026-06-30

Filed2026-08-03

MCD

MCDONALDS CORP

0.03%

Shares3.6K

Event2026-06-30

Filed2026-08-03

RAAX

VANECK ETF TRUST

New

Shares24.0K

Event2026-06-30

Filed2026-08-03

SPEM

SPDR INDEX SHS FDS

5.93%

Shares18.3K

Event2026-06-30

Filed2026-08-03

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares31.8K

Event2026-06-30

Filed2026-08-03

ASML

ASML HLDG NV

1.29%

Shares470

Event2026-06-30

Filed2026-08-03

SCHA

SCHWAB STRATEGIC TR

-45.52%

Shares25.8K

Event2026-06-30

Filed2026-08-03

PROCTER & GAMBLE CO

0.13%

Shares6.3K

Event2026-06-30

Filed2026-08-03

NETFLIX INC.

0.77%

Shares12.9K

Event2026-06-30

Filed2026-08-03

EPD

ENTERPRISE PRODS PARTNERS L

-0.30%

Shares23.3K

Event2026-06-30

Filed2026-08-03

HYMB

SPDR SERIES TRUST

-6.24%

Shares32.5K

Event2026-06-30

Filed2026-08-03

EZBC

FRANKLIN TEMPLETON DIGITAL H

-13.58%

Shares24.1K

Event2026-06-30

Filed2026-08-03

IAUM

ISHARES GOLD TRUST MICRO

1.02%

Shares19.9K

Event2026-06-30

Filed2026-08-03

EMXC

ISHARES INC

-37.86%

Shares7.4K

Event2026-06-30

Filed2026-08-03

DSI

ISHARES TR

-8.79%

Shares5.3K

Event2026-06-30

Filed2026-08-03

NSC

NORFOLK SOUTHN CORP

-1.58%

Shares2.4K

Event2026-06-30

Filed2026-08-03

CTA

SIMPLIFY EXCHANGE TRADED FUN

New

Shares28.4K

Event2026-06-30

Filed2026-08-03

BLK

BLACKROCK INC

0.00%

Shares693

Event2026-06-30

Filed2026-08-03

CAT

CATERPILLAR INC

-3.72%

Shares622

Event2026-06-30

Filed2026-08-03

AON

AON PLC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-03

MASTERCARD INCORPORATED

0.08%

Shares1.2K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

3.94%

Shares2.1K

Event2026-06-30

Filed2026-08-03

CSX

CSX CORP

-3.20%

Shares12.8K

Event2026-06-30

Filed2026-08-03

SHOP

SHOPIFY INC

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-03

RTX CORPORATION

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-03

CHUBB LIMITED

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-03

SPLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares7.6K

Event2026-06-30

Filed2026-08-03

NULG

NUSHARES ETF TR

-16.98%

Shares4.5K

Event2026-06-30

Filed2026-08-03

SUB

ISHARES TR

-4.35%

Shares4.9K

Event2026-06-30

Filed2026-08-03

SCHF

SCHWAB STRATEGIC TR

0.01%

Shares18.5K

Event2026-06-30

Filed2026-08-03

ADP

AUTOMATIC DATA PROCESSING IN

-0.09%

Shares2.2K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

0.58%

Shares1.4K

Event2026-06-30

Filed2026-08-03

IEI

ISHARES TR

11.59%

Shares4.2K

Event2026-06-30

Filed2026-08-03

AT&T INC

0.00%

Shares23.0K

Event2026-06-30

Filed2026-08-03

INTC

INTEL CORP

New

Shares3.3K

Event2026-06-30

Filed2026-08-03

TFC

TRUIST FINL CORP

0.03%

Shares9.0K

Event2026-06-30

Filed2026-08-03

VISA INC

0.46%

Shares1.3K

Event2026-06-30

Filed2026-08-03

ISTB

ISHARES TR

-2.41%

Shares9.1K

Event2026-06-30

Filed2026-08-03

COCA COLA CO

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-03

UNP

UNION PAC CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-03

MTUM

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-03

PAA

PLAINS ALL AMERN PIPELINE L

0.00%

Shares19.3K

Event2026-06-30

Filed2026-08-03

ABBVIE INC

0.30%

Shares1.7K

Event2026-06-30

Filed2026-08-03

CISCO SYS INC

-1.33%

Shares3.5K

Event2026-06-30

Filed2026-08-03

QQQ

INVESCO QQQ TR

7.63%

Shares564

Event2026-06-30

Filed2026-08-03

ETN

EATON CORP PLC

0.00%

Shares950

Event2026-06-30

Filed2026-08-03

SBUX

STARBUCKS CORP

-1.62%

Shares3.9K

Event2026-06-30

Filed2026-08-03

CVX

CHEVRON CORPORATION

0.04%

Shares2.3K

Event2026-06-30

Filed2026-08-03

MBB

ISHARES TR

11.20%

Shares4.0K

Event2026-06-30

Filed2026-08-03

IMCG

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-03

ESGU

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-03

3M CO

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-03

QUANTA SVCS INC

0.00%

Shares500

Event2026-06-30

Filed2026-08-03

SPTI

SPDR SERIES TRUST

New

Shares12.4K

Event2026-06-30

Filed2026-08-03

NAVN

NAVAN INC

New

Shares14.9K

Event2026-06-30

Filed2026-08-03

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares700

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

-0.51%

Shares785

Event2026-06-30

Filed2026-08-03

FDX

FEDEX CORP

0.39%

Shares1.0K

Event2026-06-30

Filed2026-08-03

BIL

SPDR SERIES TRUST

-0.29%

Shares3.5K

Event2026-06-30

Filed2026-08-03

EQAL

INVESCO EXCH TRADED FD TR II

-0.37%

Shares5.4K

Event2026-06-30

Filed2026-08-03

HXL

HEXCEL CORP NEW

0.03%

Shares3.2K

Event2026-06-30

Filed2026-08-03

IGSB

ISHARES TR

-0.43%

Shares6.0K

Event2026-06-30

Filed2026-08-03

BNDX

VANGUARD CHARLOTTE FDS

-24.97%

Shares6.5K

Event2026-06-30

Filed2026-08-03

BANK OF NY MELLON CORP

0.05%

Shares2.1K

Event2026-06-30

Filed2026-08-03

MDLZ

MONDELEZ INTL INC

0.11%

Shares5.2K

Event2026-06-30

Filed2026-08-03

NULV

NUSHARES ETF TR

4.23%

Shares6.0K

Event2026-06-30

Filed2026-08-03

INVESCO EXCH TRADED FD TR II

New

Shares12.8K

Event2026-06-30

Filed2026-08-03

MTZ

MASTEC INC

0.00%

Shares695

Event2026-06-30

Filed2026-08-03

OKE

ONEOK INC NEW

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-03

QQEW

FIRST TR EXCHANGE-TRADED FD

-17.75%

Shares1.8K

Event2026-06-30

Filed2026-08-03

RSPT

INVESCO EXCHANGE TRADED FD T

New

Shares4.4K

Event2026-06-30

Filed2026-08-03

PDBC

INVESCO ACTVELY MNGD ETC FD

-46.67%

Shares17.4K

Event2026-06-30

Filed2026-08-03

ESGD

ISHARES TR

23.86%

Shares2.6K

Event2026-06-30

Filed2026-08-03

DIS

DISNEY WALT CO

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-03

IEF

ISHARES TR

13.35%

Shares2.8K

Event2026-06-30

Filed2026-08-03

VERIZON COMMUNICATIONS INC

0.00%

Shares6.1K

Event2026-06-30

Filed2026-08-03

PHILIP MORRIS INTL INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-03

XJH

ISHARES TR

5.53%

Shares4.9K

Event2026-06-30

Filed2026-08-03

ALL

ALLSTATE CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-03

IDU

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

New

Shares635

Event2026-06-30

Filed2026-08-03

HODL

VANECK BITCOIN ETF

7.15%

Shares12.8K

Event2026-06-30

Filed2026-08-03

XLP

SELECT SECTOR SPDR TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-03

KRMA

GLOBAL X FDS

New

Shares4.5K

Event2026-06-30

Filed2026-08-03

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares747

Event2026-06-30

Filed2026-08-03

FTEC

FIDELITY COVINGTON TRUST

New

Shares726

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available