Sponsored

The Analysis of Successful Portfolios LLC's Holdings & P&L

Currently, Successful Portfolios LLC holds 199 types of securities in its portfolio with a total value $214.1M. In the most recent quarter, they have increased their positions in BSV (+11.1K shares, valued at $864.2K), N/A (+3.1K shares, valued at $705.1K), N/A (+3.1K shares, valued at $694.0K); decreased their positions in N/A (-112 shares, valued at $84.4K), BHP (-1.0K shares, valued at $82.0K), SCHX (-2.7K shares, valued at $79.9K); initiated new positions in N/A (+3.1K shares, valued at $705.1K), N/A (+3.1K shares, valued at $694.0K), DELL (+677 shares, valued at $301.9K).

1M P&L

+1.1M+0.71%

3M P&L

+4.4M+2.78%

HY P&L

+16.9M+11.66%

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/A80.3M

48.3%

2Semiconductors16.5M

9.9%

3Consumer Electronics8.2M

4.9%

Top Industries by Stock Count

1N/A70 stocks

41.7%

2Drug Manufacturers - General7 stocks

4.2%

3Semiconductors6 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR14.3K shares2.67%2026-06-302026-07-14

BSV VANGUARD BD INDEX FDS120.5K shares10.19%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T12.4K shares-0.89%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS20.4K shares3.92%2026-06-302026-07-14

AAPL APPLE INC19.8K shares-0.73%2026-06-302026-07-14

XLK SELECT SECTOR SPDR TR32.7K shares1.88%2026-06-302026-07-14

SCHB SCHWAB STRATEGIC TR208.2K shares-0.28%2026-06-302026-07-14

NVDA NVIDIA CORPORATION28.6K shares-0.97%2026-06-302026-07-14

Sponsored

WMT WALMART INC51.0K shares-0.26%2026-06-302026-07-14

SCHO SCHWAB STRATEGIC TR230.2K shares3.24%2026-06-302026-07-14

MU MICRON TECHNOLOGY INC4.9K shares0.00%2026-06-302026-07-14

AMD ADVANCED MICRO DEVICES INC8.2K shares-0.87%2026-06-302026-07-14

MSFT MICROSOFT CORP11.6K shares-0.73%2026-06-302026-07-14

SGOV ISHARES TR37.2K shares12.21%2026-06-302026-07-14

APPLIED MATLS INC APPLIED MATLS INC6.1K shares-0.02%2026-06-302026-07-14

AMZN AMAZON COM INC13.4K shares-1.49%2026-06-302026-07-14

Sponsored

VGSH VANGUARD SCOTTSDALE FDS51.7K shares1.59%2026-06-302026-07-14

GOOGL ALPHABET INC8.4K shares-1.86%2026-06-302026-07-14

GOOG ALPHABET INC8.3K shares-0.54%2026-06-302026-07-14

HD HOME DEPOT INC8.6K shares0.03%2026-06-302026-07-14

SCHX SCHWAB STRATEGIC TR89.3K shares-2.92%2026-06-302026-07-14

GBIL GOLDMAN SACHS ETF TR24.1K shares13.56%2026-06-302026-07-14

VXUS VANGUARD STAR FDS25.6K shares-2.72%2026-06-302026-07-14

VIG VANGUARD SPECIALIZED FUNDS9.0K shares3.58%2026-06-302026-07-14

Sponsored

XLI SELECT SECTOR SPDR TR11.3K shares-0.04%2026-06-302026-07-14

BIV VANGUARD BD INDEX FDS25.8K shares33.91%2026-06-302026-07-14

VXF VANGUARD INDEX FDS8.1K shares1.08%2026-06-302026-07-14

DUK DUKE ENERGY CORP NEW15.4K shares0.00%2026-06-302026-07-14

SONY SONY GROUP CORP91.5K shares-1.50%2026-06-302026-07-14

IBKR INTERACTIVE BROKERS GROUP IN19.9K shares-1.30%2026-06-302026-07-14

VT VANGUARD INTL EQUITY INDEX F11.8K shares6.62%2026-06-302026-07-14

XLF SELECT SECTOR SPDR TR31.4K shares-0.65%2026-06-302026-07-14

Sponsored

SCHR SCHWAB STRATEGIC TR70.7K shares2.66%2026-06-302026-07-14

STIP ISHARES TR16.9K shares7.46%2026-06-302026-07-14

LLY ELI LILLY & CO1.3K shares-1.36%2026-06-302026-07-14

SCHF SCHWAB STRATEGIC TR53.7K shares7.62%2026-06-302026-07-14

RTX CORPORATION RTX CORPORATION7.4K shares1.92%2026-06-302026-07-14

VBIL VANGUARD INSTL INDEX FD16.3K shares72.33%2026-06-302026-07-14

SPTS SPDR SERIES TRUST42.3K shares2.07%2026-06-302026-07-14

ABBVIE INC ABBVIE INC4.9K shares-1.27%2026-06-302026-07-14

Sponsored

PG PROCTER & GAMBLE CO8.2K shares-1.04%2026-06-302026-07-14

VTIP VANGUARD MALVERN FDS23.2K shares0.22%2026-06-302026-07-14

JNJ JOHNSON & JOHNSON4.2K shares-0.59%2026-06-302026-07-14

KO COCA COLA CO13.1K shares-0.59%2026-06-302026-07-14

NEXTERA ENERGY INC NEXTERA ENERGY INC11.6K shares0.78%2026-06-302026-07-14

ISHARES TR ISHARES TR10.2K shares16.20%2026-06-302026-07-14

EXXON MOBIL CORP EXXON MOBIL CORP7.2K shares-0.59%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.0K shares-2.99%2026-06-302026-07-14

Sponsored

SCHD SCHWAB STRATEGIC TR30.1K shares12.09%2026-06-302026-07-14

GLW CORNING INC5.0K shares-0.69%2026-06-302026-07-14

MUFG MITSUBISHI UFJ FINANCIAL GRO44.0K shares0.00%2026-06-302026-07-14

GLD SPDR GOLD TR2.5K shares3.38%2026-06-302026-07-14

MCD MCDONALDS CORP3.4K shares-1.41%2026-06-302026-07-14

ASGI ABRDN GLOBAL INFRA INCOME FU40.0K shares-0.50%2026-06-302026-07-14

INTC INTEL CORP8.1K shares-0.01%2026-06-302026-07-14

ITOT ISHARES TR5.4K shares1.14%2026-06-302026-07-14

Sponsored

DIS DISNEY WALT CO8.8K shares-0.01%2026-06-302026-07-14

CVX CHEVRON CORPORATION4.7K shares-0.02%2026-06-302026-07-14

SOUTHERN CO SOUTHERN CO8.0K shares0.00%2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC1.1K shares-1.48%2026-06-302026-07-14

HONEYWELL INTL INC HONEYWELL INTL INC3.1K sharesnew addition2026-06-302026-07-14

GE GE AEROSPACE1.9K shares-2.95%2026-06-302026-07-14

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.1K sharesnew addition2026-06-302026-07-14

SNDK SANDISK CORP366 shares0.00%2026-06-302026-07-14

Sponsored

QQQ INVESCO QQQ TR936 shares20.77%2026-06-302026-07-14

MRK MERCK & CO INC5.2K shares-0.02%2026-06-302026-07-14

WDC WESTERN DIGITAL CORP1.1K shares0.00%2026-06-302026-07-14

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION691 shares-2.40%2026-06-302026-07-14

MBB ISHARES TR6.6K shares16.46%2026-06-302026-07-14

XLE SELECT SECTOR SPDR TR11.0K shares0.00%2026-06-302026-07-14

NSC NORFOLK SOUTHN CORP1.8K shares-0.16%2026-06-302026-07-14

NEM NEWMONT CORP6.2K shares-0.16%2026-06-302026-07-14

Sponsored

SPTM SPDR SERIES TRUST6.3K shares0.03%2026-06-302026-07-14

CSX CSX CORP11.7K shares-0.01%2026-06-302026-07-14

PEP PEPSICO INC4.1K shares-1.84%2026-06-302026-07-14

CISCO SYS INC CISCO SYS INC4.6K shares0.96%2026-06-302026-07-14

BND VANGUARD BD INDEX FDS7.6K shares-0.04%2026-06-302026-07-14

MO ALTRIA GROUP INC7.7K shares0.49%2026-06-302026-07-14

TY TRI CONTL CORP15.4K shares1.21%2026-06-302026-07-14

BROADCOM INC BROADCOM INC1.3K shares-0.75%2026-06-302026-07-14

Sponsored

TFC TRUIST FINL CORP10.2K shares-0.41%2026-06-302026-07-14

DIA STATE STR SPDR DOW JONES IND1.0K shares0.00%2026-06-302026-07-14

WASTE MGMT INC DEL WASTE MGMT INC DEL2.2K shares-3.30%2026-06-302026-07-14

GEV GE VERNOVA INC471 shares-2.89%2026-06-302026-07-14

FREEPORT MCMORAN INC FREEPORT MCMORAN INC8.2K shares-0.01%2026-06-302026-07-14

BAC BANK OF AMER CORP8.4K shares-4.60%2026-06-302026-07-14

AIQ GLOBAL X FDS7.8K shares15.44%2026-06-302026-07-14

COP CONOCOPHILLIPS4.6K shares-0.17%2026-06-302026-07-14

Sponsored

IJH ISHARES TR6.5K shares-2.07%2026-06-302026-07-14

UNP UNION PAC CORP1.7K shares-3.07%2026-06-302026-07-14

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.1K shares-3.38%2026-06-302026-07-14

VANECK ETF TRUST VANECK ETF TRUST6.2K shares2.24%2026-06-302026-07-14

PSX PHILLIPS 662.5K shares0.04%2026-06-302026-07-14

CIEN CIENA CORP1.0K shares0.00%2026-06-302026-07-14

CAT CATERPILLAR INC488 shares-1.81%2026-06-302026-07-14

ABT ABBOTT LABORATORIES4.9K shares0.02%2026-06-302026-07-14

Sponsored

VOO VANGUARD INDEX FDS664 shares-0.15%2026-06-302026-07-14

MTUM ISHARES TR1.4K shares0.00%2026-06-302026-07-14

BTT BLACKROCK MUN TARGET TERM TR20.0K shares0.00%2026-06-302026-07-14

HPE HEWLETT PACKARD ENTERPRISE C9.1K shares-10.14%2026-06-302026-07-14

IWM ISHARES TR1.5K shares0.00%2026-06-302026-07-14

IGSB ISHARES TR8.5K shares-0.12%2026-06-302026-07-14

CEG CONSTELLATION ENERGY CORP1.7K shares-5.37%2026-06-302026-07-14

AMGN AMGEN INC1.2K shares8.62%2026-06-302026-07-14

Sponsored

LUMENTUM HLDGS INC LUMENTUM HLDGS INC532 shares0.00%2026-06-302026-07-14

WFC WELLS FARGO & CO4.7K shares0.02%2026-06-302026-07-14

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.1K shares0.00%2026-06-302026-07-14

PPG PPG INDS INC3.4K shares-0.17%2026-06-302026-07-14

VEU VANGUARD INTL EQUITY INDEX F4.8K shares-5.94%2026-06-302026-07-14

IBM INTERNATIONAL BUSINESS MACHS1.3K shares-0.15%2026-06-302026-07-14

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR8.6K shares0.00%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL780 shares-8.77%2026-06-302026-07-14

Sponsored

XLV SELECT SECTOR SPDR TR2.4K shares0.00%2026-06-302026-07-14

TIP ISHARES TR3.5K shares-0.57%2026-06-302026-07-14

ATI INC ATI INC2.0K shares0.00%2026-06-302026-07-14

EBAY EBAY INC.3.2K shares0.09%2026-06-302026-07-14

TD TORONTO DOMINION BK ONT3.0K shares0.00%2026-06-302026-07-14

SPDR SERIES TRUST SPDR SERIES TRUST4.1K shares-2.39%2026-06-302026-07-14

GS GOLDMAN SACHS GROUP INC341 shares-0.58%2026-06-302026-07-14

C CITIGROUP INC2.5K shares-6.03%2026-06-302026-07-14

Sponsored

VGIT VANGUARD SCOTTSDALE FDS6.0K shares3.52%2026-06-302026-07-14

PM PHILIP MORRIS INTL INC1.9K shares0.00%2026-06-302026-07-14

3M CO 3M CO2.2K shares0.00%2026-06-302026-07-14

NEA NUVEEN AMT FREE QLTY MUN INC29.6K shares0.00%2026-06-302026-07-14

UPS UNITED PARCEL SVCS INC3.0K shares-0.69%2026-06-302026-07-14

LEN.B LENNAR CORP4.1K shares0.00%2026-06-302026-07-14

BHP BHP BILLITON LIMITED4.1K shares-19.61%2026-06-302026-07-14

EFA ISHARES TR3.2K shares-0.28%2026-06-302026-07-14

Sponsored

JBL JABIL INC1.0K shares0.00%2026-06-302026-07-14

RSG REPUBLIC SVCS INC1.5K shares0.00%2026-06-302026-07-14

ETR ENTERGY CORP NEW2.9K shares0.14%2026-06-302026-07-14

T AT&T INC15.5K shares-8.27%2026-06-302026-07-14

SCHE SCHWAB STRATEGIC TR8.7K shares13.50%2026-06-302026-07-14

WEC WEC ENERGY GROUP INC2.7K shares0.00%2026-06-302026-07-14

SHEL SHELL PLC3.8K shares0.00%2026-06-302026-07-14

LHX L3HARRIS TECHNOLOGIES INC1.1K shares0.00%2026-06-302026-07-14

Sponsored

VV VANGUARD INDEX FDS885 shares-1.88%2026-06-302026-07-14

VLUE ISHARES TR1.6K shares1.62%2026-06-302026-07-14

DELL DELL TECHNOLOGIES INC677 sharesnew addition2026-06-302026-07-14

IJR ISHARES TR2.1K shares-0.05%2026-06-302026-07-14

MCK MCKESSON CORP375 shares0.00%2026-06-302026-07-14

MPC MARATHON PETE CORP1.1K shares-5.72%2026-06-302026-07-14

XLC SELECT SECTOR SPDR TR2.7K sharesnew addition2026-06-302026-07-14

ARES CAPITAL CORP ARES CAPITAL CORP15.8K shares14.51%2026-06-302026-07-14

Sponsored

USMV ISHARES TR3.0K shares3.46%2026-06-302026-07-14

MTB M & T BK CORP1.2K shares-0.08%2026-06-302026-07-14

VTEB VANGUARD MUN BD FDS5.7K shares32.42%2026-06-302026-07-14

GILD GILEAD SCIENCES INC2.2K shares-1.01%2026-06-302026-07-14

PFE PFIZER INC11.8K shares-7.46%2026-06-302026-07-14

AJG GALLAGHER ARTHUR J & CO1.1K shares0.00%2026-06-302026-07-14

VLY VALLEY NATL BANCORP18.7K shares0.01%2026-06-302026-07-14

PAYX PAYCHEX INC2.6K shares-0.77%2026-06-302026-07-14

Sponsored

B BARRICK MNG CORP7.3K shares-0.50%2026-06-302026-07-14

TM TOYOTA MOTOR CORP1.5K shares0.00%2026-06-302026-07-14

VUSB VANGUARD BD INDEX FDS5.3K shares-13.33%2026-06-302026-07-14

PPL CORP PPL CORP7.3K shares-6.25%2026-06-302026-07-14

ET ENERGY TRANSFER L P13.2K shares1.98%2026-06-302026-07-14

WELL WELLTOWER INC1.1K shares0.00%2026-06-302026-07-14

EMR EMERSON ELEC CO1.8K shares0.00%2026-06-302026-07-14

NUE NUCOR CORP1.1K sharesnew addition2026-06-302026-07-14

Sponsored

BP BP PLC6.5K shares0.20%2026-06-302026-07-14

IUSB ISHARES TR5.5K shares-0.04%2026-06-302026-07-14

VLO VALERO ENERGY CORP885 shares-2.53%2026-06-302026-07-14

VIRT VIRTU FINL INC3.7K sharesnew addition2026-06-302026-07-14

EXC EXELON CORP5.2K shares0.02%2026-06-302026-07-14

EXG EATON VANCE TAX-MANAGED GLOB24.4K shares-1.61%2026-06-302026-07-14

DVY ISHARES TR1.5K sharesnew addition2026-06-302026-07-14

GSLC GOLDMAN SACHS ETF TR1.7K shares0.12%2026-06-302026-07-14

Sponsored

BMY BRISTOL-MYERS SQUIBB CO4.1K shares0.17%2026-06-302026-07-14

PYPL PAYPAL HLDGS INC5.1K shares-3.32%2026-06-302026-07-14

VZ VERIZON COMMUNICATIONS INC5.5K shares-3.00%2026-06-302026-07-14

ENB ENBRIDGE INC4.2K shares0.22%2026-06-302026-07-14

AZO AUTOZONE INC75 shares0.00%2026-06-302026-07-14

QCOM QUALCOMM INC1.2K sharesnew addition2026-06-302026-07-14

VMBS VANGUARD SCOTTSDALE FDS4.9K shares-0.10%2026-06-302026-07-14

GM GENERAL MTRS CO2.9K shares0.00%2026-06-302026-07-14

Sponsored

IEMG ISHARES INC2.8K sharesnew addition2026-06-302026-07-14

LUV SOUTHWEST AIRLS CO4.6K sharesnew addition2026-06-302026-07-14

APD AIR PRODUCTS AND CHEMICALS I747 shares0.00%2026-06-302026-07-14

ORACLE CORP ORACLE CORP1.5K shares-0.13%2026-06-302026-07-14

ROST ROSS STORES INC1.0K shares0.00%2026-06-302026-07-14

VOE VANGUARD INDEX FDS1.1K sharesnew addition2026-06-302026-07-14

KLAC KLA CORP930 sharesnew addition2026-06-302026-07-14

ETJ EATON VANCE RISK-MANAGED DIV25.1K shares0.00%2026-06-302026-07-14

Sponsored

MUB ISHARES TR1.9K shares0.00%2026-06-302026-07-14

ISRG INTUITIVE SURGICAL INC504 shares-4.00%2026-06-302026-07-14

TSM TAIWAN SEMICONDUCTOR MANUFAC468 sharesnew addition2026-06-302026-07-14

IEI ISHARES TR1.7K shares0.00%2026-06-302026-07-14

ABRDN TOTAL DYNAMIC DIVIDEND ABRDN TOTAL DYNAMIC DIVIDEND18.6K shares-4.81%2026-06-302026-07-14

JOF JAPAN SMALLER CAPITALIZATION15.0K shares0.00%2026-06-302026-07-14

BGY BLACKROCK ENHANCED INTL DIV25.7K shares0.00%2026-06-302026-07-14

F FORD MTR CO10.4K shares-11.87%2026-06-302026-07-14

Sponsored

NMR NOMURA HLDGS INC15.0K shares0.00%2026-06-302026-07-14

PMO PUTNAM MUN OPPORTUNITIES TR13.4K shares0.00%2026-06-302026-07-14

IQI INVESCO QUALITY MUN INCOME T13.2K shares-0.01%2026-06-302026-07-14

BTX BLACKROCK TECH AND PRIVATE E15.2K shares-0.66%2026-06-302026-07-14

BTG B2GOLD CORP18.0K shares-0.43%2026-06-302026-07-14

POWW OUTDOOR HOLDING CO10.6K shares-1.86%2026-06-302026-07-14

HTZWW HERTZ GLOBAL HLDGS INC15.1K shares0.00%2026-06-302026-07-14

ISHARES TR

2.67%

Shares14.3K

Event2026-06-30

Filed2026-07-14

BSV

VANGUARD BD INDEX FDS

10.19%

Shares120.5K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

-0.89%

Shares12.4K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

3.92%

Shares20.4K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

-0.73%

Shares19.8K

Event2026-06-30

Filed2026-07-14

XLK

SELECT SECTOR SPDR TR

1.88%

Shares32.7K

Event2026-06-30

Filed2026-07-14

SCHB

SCHWAB STRATEGIC TR

-0.28%

Shares208.2K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

-0.97%

Shares28.6K

Event2026-06-30

Filed2026-07-14

WMT

WALMART INC

-0.26%

Shares51.0K

Event2026-06-30

Filed2026-07-14

SCHO

SCHWAB STRATEGIC TR

3.24%

Shares230.2K

Event2026-06-30

Filed2026-07-14

MICRON TECHNOLOGY INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-14

AMD

ADVANCED MICRO DEVICES INC

-0.87%

Shares8.2K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

-0.73%

Shares11.6K

Event2026-06-30

Filed2026-07-14

SGOV

ISHARES TR

12.21%

Shares37.2K

Event2026-06-30

Filed2026-07-14

APPLIED MATLS INC

-0.02%

Shares6.1K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

-1.49%

Shares13.4K

Event2026-06-30

Filed2026-07-14

VGSH

VANGUARD SCOTTSDALE FDS

1.59%

Shares51.7K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

-1.86%

Shares8.4K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

-0.54%

Shares8.3K

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC

0.03%

Shares8.6K

Event2026-06-30

Filed2026-07-14

SCHX

SCHWAB STRATEGIC TR

-2.92%

Shares89.3K

Event2026-06-30

Filed2026-07-14

GBIL

GOLDMAN SACHS ETF TR

13.56%

Shares24.1K

Event2026-06-30

Filed2026-07-14

VXUS

VANGUARD STAR FDS

-2.72%

Shares25.6K

Event2026-06-30

Filed2026-07-14

VIG

VANGUARD SPECIALIZED FUNDS

3.58%

Shares9.0K

Event2026-06-30

Filed2026-07-14

XLI

SELECT SECTOR SPDR TR

-0.04%

Shares11.3K

Event2026-06-30

Filed2026-07-14

BIV

VANGUARD BD INDEX FDS

33.91%

Shares25.8K

Event2026-06-30

Filed2026-07-14

VXF

VANGUARD INDEX FDS

1.08%

Shares8.1K

Event2026-06-30

Filed2026-07-14

DUK

DUKE ENERGY CORP NEW

0.00%

Shares15.4K

Event2026-06-30

Filed2026-07-14

SONY

SONY GROUP CORP

-1.50%

Shares91.5K

Event2026-06-30

Filed2026-07-14

IBKR

INTERACTIVE BROKERS GROUP IN

-1.30%

Shares19.9K

Event2026-06-30

Filed2026-07-14

VANGUARD INTL EQUITY INDEX F

6.62%

Shares11.8K

Event2026-06-30

Filed2026-07-14

XLF

SELECT SECTOR SPDR TR

-0.65%

Shares31.4K

Event2026-06-30

Filed2026-07-14

SCHR

SCHWAB STRATEGIC TR

2.66%

Shares70.7K

Event2026-06-30

Filed2026-07-14

STIP

ISHARES TR

7.46%

Shares16.9K

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

-1.36%

Shares1.3K

Event2026-06-30

Filed2026-07-14

SCHF

SCHWAB STRATEGIC TR

7.62%

Shares53.7K

Event2026-06-30

Filed2026-07-14

RTX CORPORATION

1.92%

Shares7.4K

Event2026-06-30

Filed2026-07-14

VBIL

VANGUARD INSTL INDEX FD

72.33%

Shares16.3K

Event2026-06-30

Filed2026-07-14

SPTS

SPDR SERIES TRUST

2.07%

Shares42.3K

Event2026-06-30

Filed2026-07-14

ABBVIE INC

-1.27%

Shares4.9K

Event2026-06-30

Filed2026-07-14

PROCTER & GAMBLE CO

-1.04%

Shares8.2K

Event2026-06-30

Filed2026-07-14

VTIP

VANGUARD MALVERN FDS

0.22%

Shares23.2K

Event2026-06-30

Filed2026-07-14

JNJ

JOHNSON & JOHNSON

-0.59%

Shares4.2K

Event2026-06-30

Filed2026-07-14

COCA COLA CO

-0.59%

Shares13.1K

Event2026-06-30

Filed2026-07-14

NEXTERA ENERGY INC

0.78%

Shares11.6K

Event2026-06-30

Filed2026-07-14

ISHARES TR

16.20%

Shares10.2K

Event2026-06-30

Filed2026-07-14

EXXON MOBIL CORP

-0.59%

Shares7.2K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

-2.99%

Shares3.0K

Event2026-06-30

Filed2026-07-14

SCHD

SCHWAB STRATEGIC TR

12.09%

Shares30.1K

Event2026-06-30

Filed2026-07-14

GLW

CORNING INC

-0.69%

Shares5.0K

Event2026-06-30

Filed2026-07-14

MUFG

MITSUBISHI UFJ FINANCIAL GRO

0.00%

Shares44.0K

Event2026-06-30

Filed2026-07-14

GLD

SPDR GOLD TR

3.38%

Shares2.5K

Event2026-06-30

Filed2026-07-14

MCD

MCDONALDS CORP

-1.41%

Shares3.4K

Event2026-06-30

Filed2026-07-14

ASGI

ABRDN GLOBAL INFRA INCOME FU

-0.50%

Shares40.0K

Event2026-06-30

Filed2026-07-14

INTC

INTEL CORP

-0.01%

Shares8.1K

Event2026-06-30

Filed2026-07-14

ITOT

ISHARES TR

1.14%

Shares5.4K

Event2026-06-30

Filed2026-07-14

DIS

DISNEY WALT CO

-0.01%

Shares8.8K

Event2026-06-30

Filed2026-07-14

CVX

CHEVRON CORPORATION

-0.02%

Shares4.7K

Event2026-06-30

Filed2026-07-14

SOUTHERN CO

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

-1.48%

Shares1.1K

Event2026-06-30

Filed2026-07-14

HONEYWELL INTL INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-14

GE AEROSPACE

-2.95%

Shares1.9K

Event2026-06-30

Filed2026-07-14

HONEYWELL AEROSPACE INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-14

SNDK

SANDISK CORP

0.00%

Shares366

Event2026-06-30

Filed2026-07-14

QQQ

INVESCO QQQ TR

20.77%

Shares936

Event2026-06-30

Filed2026-07-14

MRK

MERCK & CO INC

-0.02%

Shares5.2K

Event2026-06-30

Filed2026-07-14

WDC

WESTERN DIGITAL CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-14

COSTCO WHOLESALE CORPORATION

-2.40%

Shares691

Event2026-06-30

Filed2026-07-14

MBB

ISHARES TR

16.46%

Shares6.6K

Event2026-06-30

Filed2026-07-14

XLE

SELECT SECTOR SPDR TR

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-14

NSC

NORFOLK SOUTHN CORP

-0.16%

Shares1.8K

Event2026-06-30

Filed2026-07-14

NEM

NEWMONT CORP

-0.16%

Shares6.2K

Event2026-06-30

Filed2026-07-14

SPTM

SPDR SERIES TRUST

0.03%

Shares6.3K

Event2026-06-30

Filed2026-07-14

CSX

CSX CORP

-0.01%

Shares11.7K

Event2026-06-30

Filed2026-07-14

PEP

PEPSICO INC

-1.84%

Shares4.1K

Event2026-06-30

Filed2026-07-14

CISCO SYS INC

0.96%

Shares4.6K

Event2026-06-30

Filed2026-07-14

BND

VANGUARD BD INDEX FDS

-0.04%

Shares7.6K

Event2026-06-30

Filed2026-07-14

ALTRIA GROUP INC

0.49%

Shares7.7K

Event2026-06-30

Filed2026-07-14

TRI CONTL CORP

1.21%

Shares15.4K

Event2026-06-30

Filed2026-07-14

BROADCOM INC

-0.75%

Shares1.3K

Event2026-06-30

Filed2026-07-14

TFC

TRUIST FINL CORP

-0.41%

Shares10.2K

Event2026-06-30

Filed2026-07-14

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-14

WASTE MGMT INC DEL

-3.30%

Shares2.2K

Event2026-06-30

Filed2026-07-14

GEV

GE VERNOVA INC

-2.89%

Shares471

Event2026-06-30

Filed2026-07-14

FREEPORT MCMORAN INC

-0.01%

Shares8.2K

Event2026-06-30

Filed2026-07-14

BAC

BANK OF AMER CORP

-4.60%

Shares8.4K

Event2026-06-30

Filed2026-07-14

AIQ

GLOBAL X FDS

15.44%

Shares7.8K

Event2026-06-30

Filed2026-07-14

COP

CONOCOPHILLIPS

-0.17%

Shares4.6K

Event2026-06-30

Filed2026-07-14

IJH

ISHARES TR

-2.07%

Shares6.5K

Event2026-06-30

Filed2026-07-14

UNP

UNION PAC CORP

-3.07%

Shares1.7K

Event2026-06-30

Filed2026-07-14

UNITEDHEALTH GROUP INC

-3.38%

Shares1.1K

Event2026-06-30

Filed2026-07-14

VANECK ETF TRUST

2.24%

Shares6.2K

Event2026-06-30

Filed2026-07-14

PSX

PHILLIPS 66

0.04%

Shares2.5K

Event2026-06-30

Filed2026-07-14

CIEN

CIENA CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-14

CAT

CATERPILLAR INC

-1.81%

Shares488

Event2026-06-30

Filed2026-07-14

ABT

ABBOTT LABORATORIES

0.02%

Shares4.9K

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

-0.15%

Shares664

Event2026-06-30

Filed2026-07-14

MTUM

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-14

BTT

BLACKROCK MUN TARGET TERM TR

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-14

HPE

HEWLETT PACKARD ENTERPRISE C

-10.14%

Shares9.1K

Event2026-06-30

Filed2026-07-14

IWM

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-14

IGSB

ISHARES TR

-0.12%

Shares8.5K

Event2026-06-30

Filed2026-07-14

CEG

CONSTELLATION ENERGY CORP

-5.37%

Shares1.7K

Event2026-06-30

Filed2026-07-14

AMGN

AMGEN INC

8.62%

Shares1.2K

Event2026-06-30

Filed2026-07-14

LUMENTUM HLDGS INC

0.00%

Shares532

Event2026-06-30

Filed2026-07-14

WFC

WELLS FARGO & CO

0.02%

Shares4.7K

Event2026-06-30

Filed2026-07-14

PALANTIR TECHNOLOGIES INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-14

PPG

PPG INDS INC

-0.17%

Shares3.4K

Event2026-06-30

Filed2026-07-14

VEU

VANGUARD INTL EQUITY INDEX F

-5.94%

Shares4.8K

Event2026-06-30

Filed2026-07-14

IBM

INTERNATIONAL BUSINESS MACHS

-0.15%

Shares1.3K

Event2026-06-30

Filed2026-07-14

SELECT SECTOR SPDR TR

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

-8.77%

Shares780

Event2026-06-30

Filed2026-07-14

XLV

SELECT SECTOR SPDR TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-14

TIP

ISHARES TR

-0.57%

Shares3.5K

Event2026-06-30

Filed2026-07-14

ATI INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

EBAY

EBAY INC.

0.09%

Shares3.2K

Event2026-06-30

Filed2026-07-14

TORONTO DOMINION BK ONT

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-14

SPDR SERIES TRUST

-2.39%

Shares4.1K

Event2026-06-30

Filed2026-07-14

GOLDMAN SACHS GROUP INC

-0.58%

Shares341

Event2026-06-30

Filed2026-07-14

CITIGROUP INC

-6.03%

Shares2.5K

Event2026-06-30

Filed2026-07-14

VGIT

VANGUARD SCOTTSDALE FDS

3.52%

Shares6.0K

Event2026-06-30

Filed2026-07-14

PHILIP MORRIS INTL INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-14

3M CO

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-14

NEA

NUVEEN AMT FREE QLTY MUN INC

0.00%

Shares29.6K

Event2026-06-30

Filed2026-07-14

UPS

UNITED PARCEL SVCS INC

-0.69%

Shares3.0K

Event2026-06-30

Filed2026-07-14

LEN.B

LENNAR CORP

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-14

BHP

BHP BILLITON LIMITED

-19.61%

Shares4.1K

Event2026-06-30

Filed2026-07-14

EFA

ISHARES TR

-0.28%

Shares3.2K

Event2026-06-30

Filed2026-07-14

JBL

JABIL INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-14

RSG

REPUBLIC SVCS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-14

ETR

ENTERGY CORP NEW

0.14%

Shares2.9K

Event2026-06-30

Filed2026-07-14

AT&T INC

-8.27%

Shares15.5K

Event2026-06-30

Filed2026-07-14

SCHE

SCHWAB STRATEGIC TR

13.50%

Shares8.7K

Event2026-06-30

Filed2026-07-14

WEC

WEC ENERGY GROUP INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-14

SHEL

SHELL PLC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-14

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-1.88%

Shares885

Event2026-06-30

Filed2026-07-14

VLUE

ISHARES TR

1.62%

Shares1.6K

Event2026-06-30

Filed2026-07-14

DELL

DELL TECHNOLOGIES INC

New

Shares677

Event2026-06-30

Filed2026-07-14

IJR

ISHARES TR

-0.05%

Shares2.1K

Event2026-06-30

Filed2026-07-14

MCK

MCKESSON CORP

0.00%

Shares375

Event2026-06-30

Filed2026-07-14

MPC

MARATHON PETE CORP

-5.72%

Shares1.1K

Event2026-06-30

Filed2026-07-14

XLC

SELECT SECTOR SPDR TR

New

Shares2.7K

Event2026-06-30

Filed2026-07-14

ARES CAPITAL CORP

14.51%

Shares15.8K

Event2026-06-30

Filed2026-07-14

USMV

ISHARES TR

3.46%

Shares3.0K

Event2026-06-30

Filed2026-07-14

MTB

M & T BK CORP

-0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-14

VTEB

VANGUARD MUN BD FDS

32.42%

Shares5.7K

Event2026-06-30

Filed2026-07-14

GILD

GILEAD SCIENCES INC

-1.01%

Shares2.2K

Event2026-06-30

Filed2026-07-14

PFE

PFIZER INC

-7.46%

Shares11.8K

Event2026-06-30

Filed2026-07-14

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-14

VLY

VALLEY NATL BANCORP

0.01%

Shares18.7K

Event2026-06-30

Filed2026-07-14

PAYX

PAYCHEX INC

-0.77%

Shares2.6K

Event2026-06-30

Filed2026-07-14

BARRICK MNG CORP

-0.50%

Shares7.3K

Event2026-06-30

Filed2026-07-14

TOYOTA MOTOR CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-14

VUSB

VANGUARD BD INDEX FDS

-13.33%

Shares5.3K

Event2026-06-30

Filed2026-07-14

PPL CORP

-6.25%

Shares7.3K

Event2026-06-30

Filed2026-07-14

ENERGY TRANSFER L P

1.98%

Shares13.2K

Event2026-06-30

Filed2026-07-14

WELL

WELLTOWER INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-14

EMR

EMERSON ELEC CO

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-14

NUE

NUCOR CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-14

BP PLC

0.20%

Shares6.5K

Event2026-06-30

Filed2026-07-14

IUSB

ISHARES TR

-0.04%

Shares5.5K

Event2026-06-30

Filed2026-07-14

VLO

VALERO ENERGY CORP

-2.53%

Shares885

Event2026-06-30

Filed2026-07-14

VIRT

VIRTU FINL INC

New

Shares3.7K

Event2026-06-30

Filed2026-07-14

EXC

EXELON CORP

0.02%

Shares5.2K

Event2026-06-30

Filed2026-07-14

EXG

EATON VANCE TAX-MANAGED GLOB

-1.61%

Shares24.4K

Event2026-06-30

Filed2026-07-14

DVY

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-14

GSLC

GOLDMAN SACHS ETF TR

0.12%

Shares1.7K

Event2026-06-30

Filed2026-07-14

BMY

BRISTOL-MYERS SQUIBB CO

0.17%

Shares4.1K

Event2026-06-30

Filed2026-07-14

PYPL

PAYPAL HLDGS INC

-3.32%

Shares5.1K

Event2026-06-30

Filed2026-07-14

VERIZON COMMUNICATIONS INC

-3.00%

Shares5.5K

Event2026-06-30

Filed2026-07-14

ENB

ENBRIDGE INC

0.22%

Shares4.2K

Event2026-06-30

Filed2026-07-14

AZO

AUTOZONE INC

0.00%

Shares75

Event2026-06-30

Filed2026-07-14

QCOM

QUALCOMM INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-14

VMBS

VANGUARD SCOTTSDALE FDS

-0.10%

Shares4.9K

Event2026-06-30

Filed2026-07-14

GENERAL MTRS CO

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-14

IEMG

ISHARES INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-14

LUV

SOUTHWEST AIRLS CO

New

Shares4.6K

Event2026-06-30

Filed2026-07-14

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares747

Event2026-06-30

Filed2026-07-14

ORACLE CORP

-0.13%

Shares1.5K

Event2026-06-30

Filed2026-07-14

ROST

ROSS STORES INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-14

VOE

VANGUARD INDEX FDS

New

Shares1.1K

Event2026-06-30

Filed2026-07-14

KLAC

KLA CORP

New

Shares930

Event2026-06-30

Filed2026-07-14

ETJ

EATON VANCE RISK-MANAGED DIV

0.00%

Shares25.1K

Event2026-06-30

Filed2026-07-14

MUB

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-14

ISRG

INTUITIVE SURGICAL INC

-4.00%

Shares504

Event2026-06-30

Filed2026-07-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares468

Event2026-06-30

Filed2026-07-14

IEI

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-14

ABRDN TOTAL DYNAMIC DIVIDEND

-4.81%

Shares18.6K

Event2026-06-30

Filed2026-07-14

JOF

JAPAN SMALLER CAPITALIZATION

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-14

BGY

BLACKROCK ENHANCED INTL DIV

0.00%

Shares25.7K

Event2026-06-30

Filed2026-07-14

FORD MTR CO

-11.87%

Shares10.4K

Event2026-06-30

Filed2026-07-14

NMR

NOMURA HLDGS INC

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-14

PMO

PUTNAM MUN OPPORTUNITIES TR

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-14

IQI

INVESCO QUALITY MUN INCOME T

-0.01%

Shares13.2K

Event2026-06-30

Filed2026-07-14

BTX

BLACKROCK TECH AND PRIVATE E

-0.66%

Shares15.2K

Event2026-06-30

Filed2026-07-14

BTG

B2GOLD CORP

-0.43%

Shares18.0K

Event2026-06-30

Filed2026-07-14

POWW

OUTDOOR HOLDING CO

-1.86%

Shares10.6K

Event2026-06-30

Filed2026-07-14

HTZWW

HERTZ GLOBAL HLDGS INC

0.00%

Shares15.1K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available