Sponsored

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

Currently, Sculati Wealth Management, LLC holds 123 types of securities in its portfolio with a total value $299.8M. In the most recent quarter, they have increased their positions in DYNF (+18.1K shares, valued at $1.2M), VO (+8.9K shares, valued at $717.0K), IWY (+2.5K shares, valued at $691.4K); decreased their positions in N/A (-50.9K shares, valued at $976.7K), N/A (-1.8K shares, valued at $581.2K), TPC (-6.8K shares, valued at $533.4K); initiated new positions in VO (+8.9K shares, valued at $717.0K), COF (+1.9K shares, valued at $388.4K), CIBR (+4.0K shares, valued at $369.4K).

1M P&L

-472.7K-0.18%

3M P&L

+12.5M+5.13%

HY P&L

+23.8M+10.19%

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/A100.8M

40.0%

2Insurance - Diversified23.9M

9.5%

3Capital Markets17.9M

7.1%

Top Industries by Stock Count

1N/A37 stocks

37.0%

2Drug Manufacturers - General4 stocks

4.0%

3Aerospace & Defense4 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.B BERKSHIRE HATHAWAY INC DEL48.8K shares-0.88%2026-06-302026-07-21

IWY ISHARES TR61.0K shares4.23%2026-06-302026-07-21

AAPL APPLE INC49.1K shares-0.71%2026-06-302026-07-21

FDVV FIDELITY COVINGTON TRUST186.2K shares0.59%2026-06-302026-07-21

QUAL ISHARES TR48.0K shares3.26%2026-06-302026-07-21

DYNF BLACKROCK ETF TRUST133.6K shares15.64%2026-06-302026-07-21

AMZN AMAZON COM INC36.0K shares0.20%2026-06-302026-07-21

DFIV DIMENSIONAL ETF TRUST145.0K shares1.77%2026-06-302026-07-21

Sponsored

GOOG ALPHABET INC22.8K shares3.13%2026-06-302026-07-21

GS GOLDMAN SACHS GROUP INC7.0K shares-1.40%2026-06-302026-07-21

ISHARES TR ISHARES TR75.8K shares2.32%2026-06-302026-07-21

MSFT MICROSOFT CORP18.2K shares-0.84%2026-06-302026-07-21

MS MORGAN STANLEY30.3K shares-1.76%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO16.6K shares-4.33%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC7.9K shares0.00%2026-06-302026-07-21

DFAE DIMENSIONAL ETF TRUST132.8K shares0.21%2026-06-302026-07-21

Sponsored

VFMV VANGUARD WELLINGTON FD34.4K shares3.00%2026-06-302026-07-21

ISHARES TR ISHARES TR5.9K shares2.19%2026-06-302026-07-21

AVUV AMERICAN CENTY ETF TR33.1K shares1.57%2026-06-302026-07-21

SCHW SCHWAB CHARLES CORP38.9K shares-0.11%2026-06-302026-07-21

JNJ JOHNSON & JOHNSON15.6K shares-0.52%2026-06-302026-07-21

GOOGL ALPHABET INC11.1K shares0.28%2026-06-302026-07-21

CVX CHEVRON CORPORATION18.2K shares0.03%2026-06-302026-07-21

ORACLE CORP ORACLE CORP25.7K shares0.03%2026-06-302026-07-21

Sponsored

UNM UNUM GROUP35.6K shares-0.91%2026-06-302026-07-21

VV VANGUARD INDEX FDS9.2K shares-2.46%2026-06-302026-07-21

IHDG WISDOMTREE TR58.8K shares-3.07%2026-06-302026-07-21

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION3.2K shares-0.31%2026-06-302026-07-21

BX BLACKSTONE INC23.7K shares-0.38%2026-06-302026-07-21

IUSB ISHARES TR65.4K shares4.23%2026-06-302026-07-21

DAL DELTA AIR LINES INC34.9K shares0.00%2026-06-302026-07-21

ALPS ETF TR ALPS ETF TR53.4K shares-0.97%2026-06-302026-07-21

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.8K shares-5.04%2026-06-302026-07-21

LLY ELI LILLY & CO2.4K shares0.25%2026-06-302026-07-21

VISA INC VISA INC7.8K shares-0.74%2026-06-302026-07-21

LOW LOWES COS INC13.3K shares0.00%2026-06-302026-07-21

OHI OMEGA HEALTHCARE INVS INC51.3K shares-3.26%2026-06-302026-07-21

GD GENERAL DYNAMICS CORP6.6K shares0.00%2026-06-302026-07-21

NVDA NVIDIA CORPORATION11.7K shares1.40%2026-06-302026-07-21

FNDE SCHWAB STRATEGIC TR52.2K shares-2.12%2026-06-302026-07-21

Sponsored

SCHZ SCHWAB STRATEGIC TR88.1K shares9.96%2026-06-302026-07-21

BA BOEING CO9.4K shares0.60%2026-06-302026-07-21

SERVICENOW INC SERVICENOW INC19.0K shares5.62%2026-06-302026-07-21

VZ VERIZON COMMUNICATIONS INC43.2K shares-0.98%2026-06-302026-07-21

UPS UNITED PARCEL SVCS INC15.8K shares0.99%2026-06-302026-07-21

PH PARKER-HANNIFIN CORP1.9K shares0.00%2026-06-302026-07-21

ETN EATON CORP PLC4.5K shares0.00%2026-06-302026-07-21

BINC BLACKROCK ETF TRUST II33.5K shares-0.14%2026-06-302026-07-21

Sponsored

CRM SALESFORCE INC10.0K shares-1.49%2026-06-302026-07-21

RACE FERRARI N V4.5K shares0.88%2026-06-302026-07-21

SCHG SCHWAB STRATEGIC TR48.9K shares-0.56%2026-06-302026-07-21

DIS DISNEY WALT CO17.0K shares1.24%2026-06-302026-07-21

VRTX VERTEX PHARMACEUTICALS INC3.1K shares-4.09%2026-06-302026-07-21

DTE DTE ENERGY CO9.9K shares-12.53%2026-06-302026-07-21

MEDTRONIC PLC MEDTRONIC PLC17.3K shares0.00%2026-06-302026-07-21

WASTE MGMT INC DEL WASTE MGMT INC DEL5.8K shares0.00%2026-06-302026-07-21

Sponsored

SCHM SCHWAB STRATEGIC TR37.2K shares-0.79%2026-06-302026-07-21

AMGN AMGEN INC3.5K shares0.00%2026-06-302026-07-21

EG EVEREST GROUP LTD3.4K shares9.11%2026-06-302026-07-21

SCHA SCHWAB STRATEGIC TR36.2K shares0.00%2026-06-302026-07-21

SCHI SCHWAB STRATEGIC TR54.1K shares4.29%2026-06-302026-07-21

DUK DUKE ENERGY CORP NEW9.5K shares0.07%2026-06-302026-07-21

SOUTHERN CO SOUTHERN CO12.1K shares-13.15%2026-06-302026-07-21

MBB ISHARES TR11.6K shares12.11%2026-06-302026-07-21

Sponsored

MTN VAIL RESORTS INC6.6K shares-0.80%2026-06-302026-07-21

CMCSA COMCAST CORP NEW40.6K shares11.26%2026-06-302026-07-21

XSLV INVESCO EXCH TRADED FD TR II17.8K shares-1.32%2026-06-302026-07-21

GE GE AEROSPACE2.7K shares0.00%2026-06-302026-07-21

SYK STRYKER CORPORATION2.8K shares7.32%2026-06-302026-07-21

ADOBE INC ADOBE INC3.8K shares-1.72%2026-06-302026-07-21

ARES CAPITAL CORP ARES CAPITAL CORP46.7K shares-52.17%2026-06-302026-07-21

MELI MERCADOLIBRE INC450 shares0.00%2026-06-302026-07-21

Sponsored

DVY ISHARES TR5.0K shares0.00%2026-06-302026-07-21

SCHV SCHWAB STRATEGIC TR23.0K shares-0.21%2026-06-302026-07-21

TPC TUTOR PERINI CORP9.3K shares-42.21%2026-06-302026-07-21

NKE NIKE INC16.4K shares12.53%2026-06-302026-07-21

VO VANGUARD INDEX FDS8.9K sharesnew addition2026-06-302026-07-21

XMLV INVESCO EXCH TRADED FD TR II10.2K shares-0.75%2026-06-302026-07-21

DTM DT MIDSTREAM INC4.7K shares-5.68%2026-06-302026-07-21

NOC NORTHROP GRUMMAN CORP1.3K shares0.00%2026-06-302026-07-21

Sponsored

XSMO INVESCO EXCHANGE TRADED FD T7.2K shares-3.46%2026-06-302026-07-21

TFC TRUIST FINL CORP11.7K shares0.00%2026-06-302026-07-21

APPLIED MATLS INC APPLIED MATLS INC1.1K shares0.00%2026-06-302026-07-21

QQQ INVESCO QQQ TR792 shares0.00%2026-06-302026-07-21

EXXON MOBIL CORP EXXON MOBIL CORP3.6K shares0.20%2026-06-302026-07-21

SOXX ISHARES TR983 shares0.00%2026-06-302026-07-21

MRK MERCK & CO INC3.8K shares0.00%2026-06-302026-07-21

INTC INTEL CORP5.0K shares-39.37%2026-06-302026-07-21

Sponsored

EMB ISHARES TR4.9K shares12.01%2026-06-302026-07-21

GOVT ISHARES TR20.2K shares15.37%2026-06-302026-07-21

BKNG BOOKING HOLDINGS INC2.5K shares2400.00%2026-06-302026-07-21

MPC MARATHON PETE CORP1.4K shares0.00%2026-06-302026-07-21

XMMO INVESCO EXCHANGE TRADED FD T2.7K shares-0.88%2026-06-302026-07-21

MO ALTRIA GROUP INC5.6K shares73.92%2026-06-302026-07-21

SBUX STARBUCKS CORP3.7K shares0.00%2026-06-302026-07-21

COF CAPITAL ONE FINL CORP1.9K sharesnew addition2026-06-302026-07-21

Sponsored

WMT WALMART INC3.4K shares0.00%2026-06-302026-07-21

CIBR FIRST TR EXCHANGE-TRADED FD4.0K sharesnew addition2026-06-302026-07-21

IBB ISHARES TR1.9K shares0.00%2026-06-302026-07-21

VANECK ETF TRUST VANECK ETF TRUST5.0K shares0.00%2026-06-302026-07-21

XAR SPDR SERIES TRUST1.3K sharesnew addition2026-06-302026-07-21

TSLA TESLA INC889 shares0.00%2026-06-302026-07-21

KO COCA COLA CO4.1K shares0.00%2026-06-302026-07-21

SCUS SCHWAB STRATEGIC TR12.8K shares-7.93%2026-06-302026-07-21

Sponsored

3M CO 3M CO2.0K shares0.00%2026-06-302026-07-21

XVV ISHARES TR5.3K sharesnew addition2026-06-302026-07-21

IRM IRON MTN INC DEL2.4K shares-35.57%2026-06-302026-07-21

S&P GLOBAL INC S&P GLOBAL INC658 shares0.00%2026-06-302026-07-21

GEV GE VERNOVA INC272 shares0.00%2026-06-302026-07-21

CHDN CHURCHILL DOWNS INC3.4K shares-9.06%2026-06-302026-07-21

T AT&T INC11.3K shares0.00%2026-06-302026-07-21

CAT CATERPILLAR INC270 sharesnew addition2026-06-302026-07-21

Sponsored

PM PHILIP MORRIS INTL INC1.2K sharesnew addition2026-06-302026-07-21

LULU LULULEMON ATHLETICA INC2.0K shares-47.29%2026-06-302026-07-21

USB US BANCORP3.6K sharesnew addition2026-06-302026-07-21

NETFLIX INC. NETFLIX INC.3.3K shares0.00%2026-06-302026-07-21

F FORD MTR CO15.5K shares0.00%2026-06-302026-07-21

DOMINOS PIZZA INC DOMINOS PIZZA INC666 shares-73.04%2026-06-302026-07-21

TLH ISHARES TR2.1K sharesnew addition2026-06-302026-07-21

WFC WELLS FARGO & CO2.4K shares-5.36%2026-06-302026-07-21

Sponsored

BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN200.0K shares0.00%2026-06-302026-07-21

PFFD GLOBAL X FDS10.1K sharesnew addition2026-06-302026-07-21

RWT REDWOOD TRUST INC34.1K shares-52.25%2026-06-302026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.88%

Shares48.8K

Event2026-06-30

Filed2026-07-21

IWY

ISHARES TR

4.23%

Shares61.0K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

-0.71%

Shares49.1K

Event2026-06-30

Filed2026-07-21

FDVV

FIDELITY COVINGTON TRUST

0.59%

Shares186.2K

Event2026-06-30

Filed2026-07-21

QUAL

ISHARES TR

3.26%

Shares48.0K

Event2026-06-30

Filed2026-07-21

DYNF

BLACKROCK ETF TRUST

15.64%

Shares133.6K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

0.20%

Shares36.0K

Event2026-06-30

Filed2026-07-21

DFIV

DIMENSIONAL ETF TRUST

1.77%

Shares145.0K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

3.13%

Shares22.8K

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS GROUP INC

-1.40%

Shares7.0K

Event2026-06-30

Filed2026-07-21

ISHARES TR

2.32%

Shares75.8K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

-0.84%

Shares18.2K

Event2026-06-30

Filed2026-07-21

MORGAN STANLEY

-1.76%

Shares30.3K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

-4.33%

Shares16.6K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-21

DFAE

DIMENSIONAL ETF TRUST

0.21%

Shares132.8K

Event2026-06-30

Filed2026-07-21

VFMV

VANGUARD WELLINGTON FD

3.00%

Shares34.4K

Event2026-06-30

Filed2026-07-21

ISHARES TR

2.19%

Shares5.9K

Event2026-06-30

Filed2026-07-21

AVUV

AMERICAN CENTY ETF TR

1.57%

Shares33.1K

Event2026-06-30

Filed2026-07-21

SCHW

SCHWAB CHARLES CORP

-0.11%

Shares38.9K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

-0.52%

Shares15.6K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

0.28%

Shares11.1K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

0.03%

Shares18.2K

Event2026-06-30

Filed2026-07-21

ORACLE CORP

0.03%

Shares25.7K

Event2026-06-30

Filed2026-07-21

UNM

UNUM GROUP

-0.91%

Shares35.6K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

-2.46%

Shares9.2K

Event2026-06-30

Filed2026-07-21

IHDG

WISDOMTREE TR

-3.07%

Shares58.8K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION

-0.31%

Shares3.2K

Event2026-06-30

Filed2026-07-21

BLACKSTONE INC

-0.38%

Shares23.7K

Event2026-06-30

Filed2026-07-21

IUSB

ISHARES TR

4.23%

Shares65.4K

Event2026-06-30

Filed2026-07-21

DAL

DELTA AIR LINES INC

0.00%

Shares34.9K

Event2026-06-30

Filed2026-07-21

ALPS ETF TR

-0.97%

Shares53.4K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

-5.04%

Shares3.8K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

0.25%

Shares2.4K

Event2026-06-30

Filed2026-07-21

VISA INC

-0.74%

Shares7.8K

Event2026-06-30

Filed2026-07-21

LOW

LOWES COS INC

0.00%

Shares13.3K

Event2026-06-30

Filed2026-07-21

OHI

OMEGA HEALTHCARE INVS INC

-3.26%

Shares51.3K

Event2026-06-30

Filed2026-07-21

GENERAL DYNAMICS CORP

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

1.40%

Shares11.7K

Event2026-06-30

Filed2026-07-21

FNDE

SCHWAB STRATEGIC TR

-2.12%

Shares52.2K

Event2026-06-30

Filed2026-07-21

SCHZ

SCHWAB STRATEGIC TR

9.96%

Shares88.1K

Event2026-06-30

Filed2026-07-21

BOEING CO

0.60%

Shares9.4K

Event2026-06-30

Filed2026-07-21

SERVICENOW INC

5.62%

Shares19.0K

Event2026-06-30

Filed2026-07-21

VERIZON COMMUNICATIONS INC

-0.98%

Shares43.2K

Event2026-06-30

Filed2026-07-21

UPS

UNITED PARCEL SVCS INC

0.99%

Shares15.8K

Event2026-06-30

Filed2026-07-21

PARKER-HANNIFIN CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-21

ETN

EATON CORP PLC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-21

BINC

BLACKROCK ETF TRUST II

-0.14%

Shares33.5K

Event2026-06-30

Filed2026-07-21

CRM

SALESFORCE INC

-1.49%

Shares10.0K

Event2026-06-30

Filed2026-07-21

RACE

FERRARI N V

0.88%

Shares4.5K

Event2026-06-30

Filed2026-07-21

SCHG

SCHWAB STRATEGIC TR

-0.56%

Shares48.9K

Event2026-06-30

Filed2026-07-21

DIS

DISNEY WALT CO

1.24%

Shares17.0K

Event2026-06-30

Filed2026-07-21

VRTX

VERTEX PHARMACEUTICALS INC

-4.09%

Shares3.1K

Event2026-06-30

Filed2026-07-21

DTE

DTE ENERGY CO

-12.53%

Shares9.9K

Event2026-06-30

Filed2026-07-21

MEDTRONIC PLC

0.00%

Shares17.3K

Event2026-06-30

Filed2026-07-21

WASTE MGMT INC DEL

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-21

SCHM

SCHWAB STRATEGIC TR

-0.79%

Shares37.2K

Event2026-06-30

Filed2026-07-21

AMGN

AMGEN INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-21

EVEREST GROUP LTD

9.11%

Shares3.4K

Event2026-06-30

Filed2026-07-21

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares36.2K

Event2026-06-30

Filed2026-07-21

SCHI

SCHWAB STRATEGIC TR

4.29%

Shares54.1K

Event2026-06-30

Filed2026-07-21

DUK

DUKE ENERGY CORP NEW

0.07%

Shares9.5K

Event2026-06-30

Filed2026-07-21

SOUTHERN CO

-13.15%

Shares12.1K

Event2026-06-30

Filed2026-07-21

MBB

ISHARES TR

12.11%

Shares11.6K

Event2026-06-30

Filed2026-07-21

MTN

VAIL RESORTS INC

-0.80%

Shares6.6K

Event2026-06-30

Filed2026-07-21

CMCSA

COMCAST CORP NEW

11.26%

Shares40.6K

Event2026-06-30

Filed2026-07-21

XSLV

INVESCO EXCH TRADED FD TR II

-1.32%

Shares17.8K

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-21

SYK

STRYKER CORPORATION

7.32%

Shares2.8K

Event2026-06-30

Filed2026-07-21

ADOBE INC

-1.72%

Shares3.8K

Event2026-06-30

Filed2026-07-21

ARES CAPITAL CORP

-52.17%

Shares46.7K

Event2026-06-30

Filed2026-07-21

MELI

MERCADOLIBRE INC

0.00%

Shares450

Event2026-06-30

Filed2026-07-21

DVY

ISHARES TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-21

SCHV

SCHWAB STRATEGIC TR

-0.21%

Shares23.0K

Event2026-06-30

Filed2026-07-21

TPC

TUTOR PERINI CORP

-42.21%

Shares9.3K

Event2026-06-30

Filed2026-07-21

NKE

NIKE INC

12.53%

Shares16.4K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

New

Shares8.9K

Event2026-06-30

Filed2026-07-21

XMLV

INVESCO EXCH TRADED FD TR II

-0.75%

Shares10.2K

Event2026-06-30

Filed2026-07-21

DTM

DT MIDSTREAM INC

-5.68%

Shares4.7K

Event2026-06-30

Filed2026-07-21

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

XSMO

INVESCO EXCHANGE TRADED FD T

-3.46%

Shares7.2K

Event2026-06-30

Filed2026-07-21

TFC

TRUIST FINL CORP

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-21

APPLIED MATLS INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

0.00%

Shares792

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

0.20%

Shares3.6K

Event2026-06-30

Filed2026-07-21

SOXX

ISHARES TR

0.00%

Shares983

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

-39.37%

Shares5.0K

Event2026-06-30

Filed2026-07-21

EMB

ISHARES TR

12.01%

Shares4.9K

Event2026-06-30

Filed2026-07-21

GOVT

ISHARES TR

15.37%

Shares20.2K

Event2026-06-30

Filed2026-07-21

BKNG

BOOKING HOLDINGS INC

2400.00%

Shares2.5K

Event2026-06-30

Filed2026-07-21

MPC

MARATHON PETE CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-21

XMMO

INVESCO EXCHANGE TRADED FD T

-0.88%

Shares2.7K

Event2026-06-30

Filed2026-07-21

ALTRIA GROUP INC

73.92%

Shares5.6K

Event2026-06-30

Filed2026-07-21

SBUX

STARBUCKS CORP

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-21

COF

CAPITAL ONE FINL CORP

New

Shares1.9K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-21

CIBR

FIRST TR EXCHANGE-TRADED FD

New

Shares4.0K

Event2026-06-30

Filed2026-07-21

IBB

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-21

VANECK ETF TRUST

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-21

XAR

SPDR SERIES TRUST

New

Shares1.3K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

0.00%

Shares889

Event2026-06-30

Filed2026-07-21

COCA COLA CO

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-21

SCUS

SCHWAB STRATEGIC TR

-7.93%

Shares12.8K

Event2026-06-30

Filed2026-07-21

3M CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

XVV

ISHARES TR

New

Shares5.3K

Event2026-06-30

Filed2026-07-21

IRM

IRON MTN INC DEL

-35.57%

Shares2.4K

Event2026-06-30

Filed2026-07-21

S&P GLOBAL INC

0.00%

Shares658

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC

0.00%

Shares272

Event2026-06-30

Filed2026-07-21

CHDN

CHURCHILL DOWNS INC

-9.06%

Shares3.4K

Event2026-06-30

Filed2026-07-21

AT&T INC

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

New

Shares270

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-21

LULU

LULULEMON ATHLETICA INC

-47.29%

Shares2.0K

Event2026-06-30

Filed2026-07-21

USB

US BANCORP

New

Shares3.6K

Event2026-06-30

Filed2026-07-21

NETFLIX INC.

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-21

FORD MTR CO

0.00%

Shares15.5K

Event2026-06-30

Filed2026-07-21

DOMINOS PIZZA INC

-73.04%

Shares666

Event2026-06-30

Filed2026-07-21

TLH

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-21

WFC

WELLS FARGO & CO

-5.36%

Shares2.4K

Event2026-06-30

Filed2026-07-21

BLACKSTONE MORTGAGE TRUST IN

0.00%

Shares200.0K

Event2026-06-30

Filed2026-07-21

PFFD

GLOBAL X FDS

New

Shares10.1K

Event2026-06-30

Filed2026-07-21

RWT

REDWOOD TRUST INC

-52.25%

Shares34.1K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available