Sponsored

The Analysis of WealthPoint Financial, LLC's Holdings & P&L

Currently, WealthPoint Financial, LLC holds 126 types of securities in its portfolio with a total value $137.2M. In the most recent quarter, they have increased their positions in N/A (+82.4K shares, valued at $7.2M), ACWX (+48.2K shares, valued at $3.7M), CORO (+93.0K shares, valued at $3.4M); decreased their positions in BINC (-15.6K shares, valued at $817.9K), N/A (-9.8K shares, valued at $780.4K), THRO (-14.1K shares, valued at $606.1K); initiated new positions in ACWX (+48.2K shares, valued at $3.7M), CORO (+93.0K shares, valued at $3.4M), BLCR (+37.7K shares, valued at $1.9M).

1M P&L

+219.6K+0.20%

3M P&L

+3.9M+3.60%

HY P&L

+8.7M+8.36%

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/A89.4M

78.8%

2Semiconductors2.4M

2.1%

3Capital Markets2.4M

2.1%

Top Industries by Stock Count

1N/A66 stocks

58.4%

2Banks - Diversified4 stocks

3.5%

3Banks - Regional4 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST150.4K shares121.11%2026-06-302026-08-06

DYNF BLACKROCK ETF TRUST76.5K shares-4.73%2026-06-302026-08-06

IVW ISHARES TR36.6K shares8.84%2026-06-302026-08-06

IVE ISHARES TR20.7K shares-8.83%2026-06-302026-08-06

IUSB ISHARES TR100.9K shares101.93%2026-06-302026-08-06

ACWX ISHARES TR48.2K sharesnew addition2026-06-302026-08-06

CORO BLACKROCK ETF TRUST93.0K sharesnew addition2026-06-302026-08-06

STATE STR SPDR SP 500 ETF T STATE STR SPDR SP 500 ETF T4.5K shares13.07%2026-06-302026-08-06

Sponsored

SCHG SCHWAB STRATEGIC TR88.6K shares20.16%2026-06-302026-08-06

EPS WISDOMTREE TR38.0K shares9.61%2026-06-302026-08-06

SCHZ SCHWAB STRATEGIC TR127.7K shares9.57%2026-06-302026-08-06

AGGY WISDOMTREE TR67.8K shares10.75%2026-06-302026-08-06

BAI BLACKROCK ETF TRUST53.6K shares-9.04%2026-06-302026-08-06

DGRW WISDOMTREE TR27.7K shares4.54%2026-06-302026-08-06

SPMO INVESCO EXCH TRADED FD TR II14.1K shares-12.70%2026-06-302026-08-06

AAPL APPLE INC7.6K shares23.74%2026-06-302026-08-06

Sponsored

LPLA LPL FINL HLDGS INC7.6K shares6.05%2026-06-302026-08-06

XLSR SSGA ACTIVE TR32.9K shares31.23%2026-06-302026-08-06

MTGP WISDOMTREE TR44.0K shares13.61%2026-06-302026-08-06

NVDA NVIDIA CORPORATION9.7K shares12.11%2026-06-302026-08-06

BLCR BLACKROCK ETF TRUST37.7K sharesnew addition2026-06-302026-08-06

SPDW SPDR INDEX SHS FDS35.9K shares3.92%2026-06-302026-08-06

XTEN BONDBLOXX ETF TRUST38.3K shares-25.74%2026-06-302026-08-06

MSFT MICROSOFT CORP4.5K shares26.61%2026-06-302026-08-06

Sponsored

MBB ISHARES TR17.3K shares13.60%2026-06-302026-08-06

SHLD GLOBAL X FDS27.0K shares107.98%2026-06-302026-08-06

WTV WISDOMTREE TR15.3K shares8.16%2026-06-302026-08-06

AVEM AMERICAN CENTY ETF TR15.9K shares-25.13%2026-06-302026-08-06

SPEM SPDR INDEX SHS FDS29.6K shares38.86%2026-06-302026-08-06

GOVT ISHARES TR66.4K sharesnew addition2026-06-302026-08-06

THRO BLACKROCK ETF TRUST34.7K shares-28.82%2026-06-302026-08-06

BPRE BLUEROCK PVT REAL ESTATE FD112.8K shares-23.42%2026-06-302026-08-06

Sponsored

BLACKROCK ETF TRUST BLACKROCK ETF TRUST49.7K sharesnew addition2026-06-302026-08-06

TLH ISHARES TR12.3K shares18.04%2026-06-302026-08-06

SPTL SPDR SERIES TRUST44.7K shares38.16%2026-06-302026-08-06

GOOGL ALPHABET INC3.1K shares24.51%2026-06-302026-08-06

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II21.9K sharesnew addition2026-06-302026-08-06

EMHC SPDR SERIES TRUST36.3K shares43.01%2026-06-302026-08-06

USMF WISDOMTREE TR16.7K shares-11.09%2026-06-302026-08-06

DUK DUKE ENERGY CORP NEW6.3K shares-3.84%2026-06-302026-08-06

Sponsored

BROADCOM INC BROADCOM INC2.1K shares49.15%2026-06-302026-08-06

QGRW WISDOMTREE TR11.4K shares27.79%2026-06-302026-08-06

JNK SPDR SERIES TRUST7.8K sharesnew addition2026-06-302026-08-06

QSIG WISDOMTREE TR15.2K shares13.81%2026-06-302026-08-06

TFC TRUIST FINL CORP14.5K sharesnew addition2026-06-302026-08-06

SRLN SSGA ACTIVE ETF TR17.5K shares44.74%2026-06-302026-08-06

MTUM ISHARES TR2.0K shares6.15%2026-06-302026-08-06

SPIN SSGA ACTIVE TR20.9K shares39.46%2026-06-302026-08-06

Sponsored

JPMORGAN CHASE CO JPMORGAN CHASE CO2.0K shares-17.79%2026-06-302026-08-06

CERY SPDR SERIES TRUST19.8K shares80.51%2026-06-302026-08-06

SPSM SPDR SERIES TRUST11.2K shares-9.27%2026-06-302026-08-06

GII SPDR INDEX SHS FDS8.2K shares35.43%2026-06-302026-08-06

CISCO SYS INC CISCO SYS INC5.3K shares6.20%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC1.1K shares-10.27%2026-06-302026-08-06

PH PARKERHANNIFIN CORP622 shares22.68%2026-06-302026-08-06

FISR SSGA ACTIVE TR23.3K shares10.50%2026-06-302026-08-06

Sponsored

DGRS WISDOMTREE TR10.0K shares8.46%2026-06-302026-08-06

GLD SPDR GOLD TR1.5K shares4.95%2026-06-302026-08-06

CAT CATERPILLAR INC520 shares-17.85%2026-06-302026-08-06

DON WISDOMTREE TR9.8K shares11.31%2026-06-302026-08-06

SPHY SPDR SERIES TRUST22.9K shares50.15%2026-06-302026-08-06

JNJ JOHNSON JOHNSON2.1K shares4.08%2026-06-302026-08-06

COP CONOCOPHILLIPS5.0K shares-15.83%2026-06-302026-08-06

WMT WALMART INC4.6K shares28.73%2026-06-302026-08-06

Sponsored

SPMD SPDR SERIES TRUST7.7K shares30.12%2026-06-302026-08-06

QHY WISDOMTREE TR11.2K shares14.50%2026-06-302026-08-06

WORLD GOLD TR WORLD GOLD TR6.3K shares-60.88%2026-06-302026-08-06

ABBVIE INC ABBVIE INC2.0K shares4.45%2026-06-302026-08-06

EBND SPDR SERIES TRUST23.5K shares44.19%2026-06-302026-08-06

AMZN AMAZON COM INC2.0K shares2.53%2026-06-302026-08-06

PM PHILIP MORRIS INTL INC2.6K shares33.63%2026-06-302026-08-06

IQDF FLEXSHARES TR13.3K shares-1.12%2026-06-302026-08-06

Sponsored

QDF FLEXSHARES TR5.0K shares2.09%2026-06-302026-08-06

RWR SPDR SERIES TRUST3.9K shares39.06%2026-06-302026-08-06

HD HOME DEPOT INC1.2K shares-7.27%2026-06-302026-08-06

PG PROCTER GAMBLE CO2.8K shares-24.14%2026-06-302026-08-06

SCHD SCHWAB STRATEGIC TR13.0K shares-17.43%2026-06-302026-08-06

DWX SPDR INDEX SHS FDS8.9K shares35.18%2026-06-302026-08-06

USFR WISDOMTREE TR8.1K shares12.25%2026-06-302026-08-06

GWX SPDR INDEX SHS FDS9.0K shares26.60%2026-06-302026-08-06

Sponsored

PSK SPDR SERIES TRUST12.5K shares53.09%2026-06-302026-08-06

BK BANK OF NY MELLON CORP2.6K shares44.52%2026-06-302026-08-06

TSLA TESLA INC878 shares24.89%2026-06-302026-08-06

BAC BANK OF AMER CORP6.5K shares-8.97%2026-06-302026-08-06

BLK BLACKROCK INC382 shares12.68%2026-06-302026-08-06

PRU PRUDENTIAL FINL INC3.4K shares-12.89%2026-06-302026-08-06

MET METLIFE INC4.2K shares-2.95%2026-06-302026-08-06

MRK MERCK CO INC2.7K shares-37.63%2026-06-302026-08-06

Sponsored

DDWM WISDOMTREE TR7.5K shares4.17%2026-06-302026-08-06

T ATT INC16.5K shares30.32%2026-06-302026-08-06

SPYD SPDR SERIES TRUST7.1K shares36.59%2026-06-302026-08-06

WFC WELLS FARGO CO4.1K shares5.98%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS1.2K shares35.20%2026-06-302026-08-06

KO COCA COLA CO4.0K shares-3.34%2026-06-302026-08-06

KMI KINDER MORGAN INC DEL10.1K shares12.95%2026-06-302026-08-06

SPAB SPDR SERIES TRUST12.5K sharesnew addition2026-06-302026-08-06

Sponsored

SOUTHERN CO SOUTHERN CO3.3K shares1.60%2026-06-302026-08-06

CMI CUMMINS INC423 sharesnew addition2026-06-302026-08-06

CWB SPDR SERIES TRUST2.7K sharesnew addition2026-06-302026-08-06

SPLB SPDR SERIES TRUST12.9K sharesnew addition2026-06-302026-08-06

CSX CSX CORP6.1K shares-10.08%2026-06-302026-08-06

DAL DELTA AIR LINES INC3.1K sharesnew addition2026-06-302026-08-06

FITB FIFTH THIRD BANCORP5.1K shares-2.00%2026-06-302026-08-06

HYGV FLEXSHARES TR7.1K shares-5.18%2026-06-302026-08-06

Sponsored

VZ VERIZON COMMUNICATIONS INC6.6K shares-11.37%2026-06-302026-08-06

PLD PROLOGIS INC2.1K shares10.50%2026-06-302026-08-06

QCOM QUALCOMM INC1.5K shares-41.09%2026-06-302026-08-06

USB US BANCORP4.6K shares8.88%2026-06-302026-08-06

DOMINION ENERGY INC DOMINION ENERGY INC4.0K shares9.00%2026-06-302026-08-06

IJH ISHARES TR3.4K shares1.57%2026-06-302026-08-06

GD GENERAL DYNAMICS CORP748 shares-0.66%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC261 shares0.00%2026-06-302026-08-06

Sponsored

LLY ELI LILLY CO218 shares12.95%2026-06-302026-08-06

SPTI SPDR SERIES TRUST9.1K sharesnew addition2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS694 shares0.00%2026-06-302026-08-06

BIV VANGUARD BD INDEX FDS3.3K shares16.56%2026-06-302026-08-06

ELD WISDOMTREE TR8.5K sharesnew addition2026-06-302026-08-06

DELL DELL TECHNOLOGIES INC530 sharesnew addition2026-06-302026-08-06

APH AMPHENOL CORP1.3K sharesnew addition2026-06-302026-08-06

MCD MCDONALDS CORP801 shares4.98%2026-06-302026-08-06

Sponsored

LAMR LAMAR ADVERTISING CO1.4K sharesnew addition2026-06-302026-08-06

PNC PNC FINL SVCS GROUP INC865 sharesnew addition2026-06-302026-08-06

FERG FERGUSON ENTERPRISES INC870 shares-10.68%2026-06-302026-08-06

C CITIGROUP INC1.4K sharesnew addition2026-06-302026-08-06

BINC BLACKROCK ETF TRUST II3.8K shares-80.27%2026-06-302026-08-06

TXN TEXAS INSTRS INC672 sharesnew addition2026-06-302026-08-06

SPDR SERIES TRUST

121.11%

Shares150.4K

Event2026-06-30

Filed2026-08-06

DYNF

BLACKROCK ETF TRUST

-4.73%

Shares76.5K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR

8.84%

Shares36.6K

Event2026-06-30

Filed2026-08-06

IVE

ISHARES TR

-8.83%

Shares20.7K

Event2026-06-30

Filed2026-08-06

IUSB

ISHARES TR

101.93%

Shares100.9K

Event2026-06-30

Filed2026-08-06

ACWX

ISHARES TR

New

Shares48.2K

Event2026-06-30

Filed2026-08-06

CORO

BLACKROCK ETF TRUST

New

Shares93.0K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR SP 500 ETF T

13.07%

Shares4.5K

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB STRATEGIC TR

20.16%

Shares88.6K

Event2026-06-30

Filed2026-08-06

EPS

WISDOMTREE TR

9.61%

Shares38.0K

Event2026-06-30

Filed2026-08-06

SCHZ

SCHWAB STRATEGIC TR

9.57%

Shares127.7K

Event2026-06-30

Filed2026-08-06

AGGY

WISDOMTREE TR

10.75%

Shares67.8K

Event2026-06-30

Filed2026-08-06

BAI

BLACKROCK ETF TRUST

-9.04%

Shares53.6K

Event2026-06-30

Filed2026-08-06

DGRW

WISDOMTREE TR

4.54%

Shares27.7K

Event2026-06-30

Filed2026-08-06

SPMO

INVESCO EXCH TRADED FD TR II

-12.70%

Shares14.1K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

23.74%

Shares7.6K

Event2026-06-30

Filed2026-08-06

LPLA

LPL FINL HLDGS INC

6.05%

Shares7.6K

Event2026-06-30

Filed2026-08-06

XLSR

SSGA ACTIVE TR

31.23%

Shares32.9K

Event2026-06-30

Filed2026-08-06

MTGP

WISDOMTREE TR

13.61%

Shares44.0K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

12.11%

Shares9.7K

Event2026-06-30

Filed2026-08-06

BLCR

BLACKROCK ETF TRUST

New

Shares37.7K

Event2026-06-30

Filed2026-08-06

SPDW

SPDR INDEX SHS FDS

3.92%

Shares35.9K

Event2026-06-30

Filed2026-08-06

XTEN

BONDBLOXX ETF TRUST

-25.74%

Shares38.3K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

26.61%

Shares4.5K

Event2026-06-30

Filed2026-08-06

MBB

ISHARES TR

13.60%

Shares17.3K

Event2026-06-30

Filed2026-08-06

SHLD

GLOBAL X FDS

107.98%

Shares27.0K

Event2026-06-30

Filed2026-08-06

WTV

WISDOMTREE TR

8.16%

Shares15.3K

Event2026-06-30

Filed2026-08-06

AVEM

AMERICAN CENTY ETF TR

-25.13%

Shares15.9K

Event2026-06-30

Filed2026-08-06

SPEM

SPDR INDEX SHS FDS

38.86%

Shares29.6K

Event2026-06-30

Filed2026-08-06

GOVT

ISHARES TR

New

Shares66.4K

Event2026-06-30

Filed2026-08-06

THRO

BLACKROCK ETF TRUST

-28.82%

Shares34.7K

Event2026-06-30

Filed2026-08-06

BPRE

BLUEROCK PVT REAL ESTATE FD

-23.42%

Shares112.8K

Event2026-06-30

Filed2026-08-06

BLACKROCK ETF TRUST

New

Shares49.7K

Event2026-06-30

Filed2026-08-06

TLH

ISHARES TR

18.04%

Shares12.3K

Event2026-06-30

Filed2026-08-06

SPTL

SPDR SERIES TRUST

38.16%

Shares44.7K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

24.51%

Shares3.1K

Event2026-06-30

Filed2026-08-06

BLACKROCK ETF TRUST II

New

Shares21.9K

Event2026-06-30

Filed2026-08-06

EMHC

SPDR SERIES TRUST

43.01%

Shares36.3K

Event2026-06-30

Filed2026-08-06

USMF

WISDOMTREE TR

-11.09%

Shares16.7K

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

-3.84%

Shares6.3K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

49.15%

Shares2.1K

Event2026-06-30

Filed2026-08-06

QGRW

WISDOMTREE TR

27.79%

Shares11.4K

Event2026-06-30

Filed2026-08-06

JNK

SPDR SERIES TRUST

New

Shares7.8K

Event2026-06-30

Filed2026-08-06

QSIG

WISDOMTREE TR

13.81%

Shares15.2K

Event2026-06-30

Filed2026-08-06

TFC

TRUIST FINL CORP

New

Shares14.5K

Event2026-06-30

Filed2026-08-06

SRLN

SSGA ACTIVE ETF TR

44.74%

Shares17.5K

Event2026-06-30

Filed2026-08-06

MTUM

ISHARES TR

6.15%

Shares2.0K

Event2026-06-30

Filed2026-08-06

SPIN

SSGA ACTIVE TR

39.46%

Shares20.9K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE CO

-17.79%

Shares2.0K

Event2026-06-30

Filed2026-08-06

CERY

SPDR SERIES TRUST

80.51%

Shares19.8K

Event2026-06-30

Filed2026-08-06

SPSM

SPDR SERIES TRUST

-9.27%

Shares11.2K

Event2026-06-30

Filed2026-08-06

GII

SPDR INDEX SHS FDS

35.43%

Shares8.2K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

6.20%

Shares5.3K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

-10.27%

Shares1.1K

Event2026-06-30

Filed2026-08-06

PARKERHANNIFIN CORP

22.68%

Shares622

Event2026-06-30

Filed2026-08-06

FISR

SSGA ACTIVE TR

10.50%

Shares23.3K

Event2026-06-30

Filed2026-08-06

DGRS

WISDOMTREE TR

8.46%

Shares10.0K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

4.95%

Shares1.5K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

-17.85%

Shares520

Event2026-06-30

Filed2026-08-06

DON

WISDOMTREE TR

11.31%

Shares9.8K

Event2026-06-30

Filed2026-08-06

SPHY

SPDR SERIES TRUST

50.15%

Shares22.9K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON JOHNSON

4.08%

Shares2.1K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

-15.83%

Shares5.0K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

28.73%

Shares4.6K

Event2026-06-30

Filed2026-08-06

SPMD

SPDR SERIES TRUST

30.12%

Shares7.7K

Event2026-06-30

Filed2026-08-06

QHY

WISDOMTREE TR

14.50%

Shares11.2K

Event2026-06-30

Filed2026-08-06

WORLD GOLD TR

-60.88%

Shares6.3K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

4.45%

Shares2.0K

Event2026-06-30

Filed2026-08-06

EBND

SPDR SERIES TRUST

44.19%

Shares23.5K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

2.53%

Shares2.0K

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

33.63%

Shares2.6K

Event2026-06-30

Filed2026-08-06

IQDF

FLEXSHARES TR

-1.12%

Shares13.3K

Event2026-06-30

Filed2026-08-06

QDF

FLEXSHARES TR

2.09%

Shares5.0K

Event2026-06-30

Filed2026-08-06

RWR

SPDR SERIES TRUST

39.06%

Shares3.9K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

-7.27%

Shares1.2K

Event2026-06-30

Filed2026-08-06

PROCTER GAMBLE CO

-24.14%

Shares2.8K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

-17.43%

Shares13.0K

Event2026-06-30

Filed2026-08-06

DWX

SPDR INDEX SHS FDS

35.18%

Shares8.9K

Event2026-06-30

Filed2026-08-06

USFR

WISDOMTREE TR

12.25%

Shares8.1K

Event2026-06-30

Filed2026-08-06

GWX

SPDR INDEX SHS FDS

26.60%

Shares9.0K

Event2026-06-30

Filed2026-08-06

PSK

SPDR SERIES TRUST

53.09%

Shares12.5K

Event2026-06-30

Filed2026-08-06

BANK OF NY MELLON CORP

44.52%

Shares2.6K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

24.89%

Shares878

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

-8.97%

Shares6.5K

Event2026-06-30

Filed2026-08-06

BLK

BLACKROCK INC

12.68%

Shares382

Event2026-06-30

Filed2026-08-06

PRU

PRUDENTIAL FINL INC

-12.89%

Shares3.4K

Event2026-06-30

Filed2026-08-06

MET

METLIFE INC

-2.95%

Shares4.2K

Event2026-06-30

Filed2026-08-06

MRK

MERCK CO INC

-37.63%

Shares2.7K

Event2026-06-30

Filed2026-08-06

DDWM

WISDOMTREE TR

4.17%

Shares7.5K

Event2026-06-30

Filed2026-08-06

ATT INC

30.32%

Shares16.5K

Event2026-06-30

Filed2026-08-06

SPYD

SPDR SERIES TRUST

36.59%

Shares7.1K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO CO

5.98%

Shares4.1K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

35.20%

Shares1.2K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

-3.34%

Shares4.0K

Event2026-06-30

Filed2026-08-06

KMI

KINDER MORGAN INC DEL

12.95%

Shares10.1K

Event2026-06-30

Filed2026-08-06

SPAB

SPDR SERIES TRUST

New

Shares12.5K

Event2026-06-30

Filed2026-08-06

SOUTHERN CO

1.60%

Shares3.3K

Event2026-06-30

Filed2026-08-06

CMI

CUMMINS INC

New

Shares423

Event2026-06-30

Filed2026-08-06

CWB

SPDR SERIES TRUST

New

Shares2.7K

Event2026-06-30

Filed2026-08-06

SPLB

SPDR SERIES TRUST

New

Shares12.9K

Event2026-06-30

Filed2026-08-06

CSX

CSX CORP

-10.08%

Shares6.1K

Event2026-06-30

Filed2026-08-06

DAL

DELTA AIR LINES INC

New

Shares3.1K

Event2026-06-30

Filed2026-08-06

FITB

FIFTH THIRD BANCORP

-2.00%

Shares5.1K

Event2026-06-30

Filed2026-08-06

HYGV

FLEXSHARES TR

-5.18%

Shares7.1K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC

-11.37%

Shares6.6K

Event2026-06-30

Filed2026-08-06

PLD

PROLOGIS INC

10.50%

Shares2.1K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

-41.09%

Shares1.5K

Event2026-06-30

Filed2026-08-06

USB

US BANCORP

8.88%

Shares4.6K

Event2026-06-30

Filed2026-08-06

DOMINION ENERGY INC

9.00%

Shares4.0K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

1.57%

Shares3.4K

Event2026-06-30

Filed2026-08-06

GENERAL DYNAMICS CORP

-0.66%

Shares748

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

0.00%

Shares261

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY CO

12.95%

Shares218

Event2026-06-30

Filed2026-08-06

SPTI

SPDR SERIES TRUST

New

Shares9.1K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

0.00%

Shares694

Event2026-06-30

Filed2026-08-06

BIV

VANGUARD BD INDEX FDS

16.56%

Shares3.3K

Event2026-06-30

Filed2026-08-06

ELD

WISDOMTREE TR

New

Shares8.5K

Event2026-06-30

Filed2026-08-06

DELL

DELL TECHNOLOGIES INC

New

Shares530

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP

New

Shares1.3K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

4.98%

Shares801

Event2026-06-30

Filed2026-08-06

LAMR

LAMAR ADVERTISING CO

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

PNC

PNC FINL SVCS GROUP INC

New

Shares865

Event2026-06-30

Filed2026-08-06

FERG

FERGUSON ENTERPRISES INC

-10.68%

Shares870

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

BINC

BLACKROCK ETF TRUST II

-80.27%

Shares3.8K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

New

Shares672

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available