Sponsored

The Analysis of Raab & Moskowitz Asset Management LLC's Holdings & P&L

Currently, Raab & Moskowitz Asset Management LLC holds 193 types of securities in its portfolio with a total value $497.2M. In the most recent quarter, they have increased their positions in MGK (+179.2K shares, valued at $15.8M), VGT (+64.2K shares, valued at $7.7M), VUG (+50.6K shares, valued at $4.4M); decreased their positions in N/A (-3.0K shares, valued at $541.8K), MAR (-1.1K shares, valued at $414.7K), TJX (-1.6K shares, valued at $238.2K); initiated new positions in SGOV (+14.8K shares, valued at $1.5M), JEPI (+24.0K shares, valued at $1.4M), N/A (+4.8K shares, valued at $1.1M).

1M P&L

-759.9K-0.19%

3M P&L

+16.5M+4.42%

HY P&L

-113.8M-22.56%

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/A194.6M

50.4%

2Consumer Electronics22.8M

5.9%

3Drug Manufacturers - General22.2M

5.8%

Top Industries by Stock Count

1N/A80 stocks

49.7%

2Drug Manufacturers - General8 stocks

5.0%

3Semiconductors5 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS69.4K shares2.57%2026-06-302026-07-28

AAPL APPLE INC78.8K shares-0.46%2026-06-302026-07-28

MGK VANGUARD WORLD FD224.1K shares398.93%2026-06-302026-07-28

QUANTA SVCS INC QUANTA SVCS INC21.0K shares-0.23%2026-06-302026-07-28

VYM VANGUARD WHITEHALL FDS92.9K shares4.79%2026-06-302026-07-28

TJX TJX COS INC NEW92.8K shares-1.67%2026-06-302026-07-28

DVY ISHARES TR83.9K shares13.08%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION13.9K shares-1.13%2026-06-302026-07-28

Sponsored

RSP INVESCO EXCHANGE TRADED FD T58.2K shares-0.23%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL24.7K shares-0.48%2026-06-302026-07-28

MSFT MICROSOFT CORP32.9K shares-0.49%2026-06-302026-07-28

VTV VANGUARD INDEX FDS53.6K shares0.84%2026-06-302026-07-28

GOOGL ALPHABET INC31.4K shares-1.69%2026-06-302026-07-28

WMT WALMART INC88.7K shares-1.31%2026-06-302026-07-28

VGT VANGUARD WORLD FD73.4K shares703.24%2026-06-302026-07-28

AMZN AMAZON COM INC36.8K shares-1.26%2026-06-302026-07-28

Sponsored

VIG VANGUARD SPECIALIZED FUNDS32.5K shares-0.80%2026-06-302026-07-28

PULS PGIM ETF TR138.4K shares4.73%2026-06-302026-07-28

VYMI VANGUARD WHITEHALL FDS68.7K shares3.11%2026-06-302026-07-28

MRK MERCK & CO INC51.8K shares-1.79%2026-06-302026-07-28

ABBVIE INC ABBVIE INC25.6K shares-0.60%2026-06-302026-07-28

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL6.5K shares0.00%2026-06-302026-07-28

SCHD SCHWAB STRATEGIC TR198.2K shares35.02%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO18.5K shares-0.62%2026-06-302026-07-28

Sponsored

JNJ JOHNSON & JOHNSON22.9K shares-1.26%2026-06-302026-07-28

PFE PFIZER INC226.1K shares-2.64%2026-06-302026-07-28

PEP PEPSICO INC39.0K shares-2.39%2026-06-302026-07-28

ISHARES TR ISHARES TR6.9K shares-3.81%2026-06-302026-07-28

VUG VANGUARD INDEX FDS58.6K shares628.39%2026-06-302026-07-28

BROADCOM INC BROADCOM INC11.4K shares-0.18%2026-06-302026-07-28

BAC BANK OF AMER CORP72.8K shares-1.88%2026-06-302026-07-28

QQQ INVESCO QQQ TR5.5K shares-0.16%2026-06-302026-07-28

Sponsored

PHO INVESCO EXCHANGE TRADED FD T57.4K shares-0.64%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC6.6K shares-2.51%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.1K shares-0.29%2026-06-302026-07-28

FIW FIRST TR EXCHANGE-TRADED FD33.0K shares2.46%2026-06-302026-07-28

VXUS VANGUARD STAR FDS41.3K shares0.17%2026-06-302026-07-28

QUAL ISHARES TR15.0K shares22.58%2026-06-302026-07-28

VISA INC VISA INC9.6K shares-1.58%2026-06-302026-07-28

HD HOME DEPOT INC9.2K shares0.26%2026-06-302026-07-28

Sponsored

VHT VANGUARD WORLD FD10.7K shares0.17%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP23.0K shares-4.47%2026-06-302026-07-28

SPYV SPDR SERIES TRUST51.5K shares-4.53%2026-06-302026-07-28

KNG FIRST TR EXCHANGE-TRADED FD59.0K shares-0.24%2026-06-302026-07-28

PM PHILIP MORRIS INTL INC16.5K shares0.00%2026-06-302026-07-28

CVX CHEVRON CORPORATION17.5K shares-0.30%2026-06-302026-07-28

MCD MCDONALDS CORP10.6K shares-0.64%2026-06-302026-07-28

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC6.9K shares-1.01%2026-06-302026-07-28

Sponsored

PNC PNC FINL SVCS GROUP INC10.7K shares-3.81%2026-06-302026-07-28

SPTM SPDR SERIES TRUST28.7K shares-2.84%2026-06-302026-07-28

WASTE MGMT INC DEL WASTE MGMT INC DEL11.7K shares-3.09%2026-06-302026-07-28

KO COCA COLA CO31.2K shares-2.08%2026-06-302026-07-28

SPYG SPDR SERIES TRUST20.1K shares-1.02%2026-06-302026-07-28

VPU VANGUARD WORLD FD12.2K shares-1.31%2026-06-302026-07-28

VOO VANGUARD INDEX FDS3.4K shares-0.23%2026-06-302026-07-28

VZ VERIZON COMMUNICATIONS INC54.3K shares-4.09%2026-06-302026-07-28

Sponsored

AXP AMERICAN EXPRESS CO6.6K shares-2.15%2026-06-302026-07-28

PG PROCTER & GAMBLE CO15.2K shares-1.31%2026-06-302026-07-28

LLY ELI LILLY & CO1.8K shares-2.22%2026-06-302026-07-28

SPDR SERIES TRUST SPDR SERIES TRUST24.3K shares-5.02%2026-06-302026-07-28

BA BOEING CO9.6K shares-2.43%2026-06-302026-07-28

VFH VANGUARD WORLD FD15.8K shares-4.02%2026-06-302026-07-28

IWF ISHARES TR16.6K shares300.00%2026-06-302026-07-28

GOOG ALPHABET INC5.1K shares-2.44%2026-06-302026-07-28

Sponsored

DIA STATE STR SPDR DOW JONES IND3.3K shares0.61%2026-06-302026-07-28

MDLZ MONDELEZ INTL INC29.7K shares-0.66%2026-06-302026-07-28

VIK VIKING HOLDINGS LTD16.3K shares2.51%2026-06-302026-07-28

XLK SELECT SECTOR SPDR TR8.9K shares-2.81%2026-06-302026-07-28

CAT CATERPILLAR INC1.6K shares-0.06%2026-06-302026-07-28

LNG CHENIERE ENERGY INC6.8K shares-1.25%2026-06-302026-07-28

FTGC FIRST TR EXCHANGE TRAD FD VI58.5K shares-0.34%2026-06-302026-07-28

IQLT ISHARES TR30.7K shares-6.74%2026-06-302026-07-28

Sponsored

SGOV ISHARES TR14.8K sharesnew addition2026-06-302026-07-28

ITA ISHARES TR6.0K shares-0.47%2026-06-302026-07-28

DGRW WISDOMTREE TR15.1K shares-4.00%2026-06-302026-07-28

NVDA NVIDIA CORPORATION7.1K shares44.90%2026-06-302026-07-28

MAR MARRIOTT INTL INC NEW3.8K shares-22.70%2026-06-302026-07-28

ABT ABBOTT LABORATORIES15.4K shares-1.07%2026-06-302026-07-28

PAAA PGIM ETF TR26.6K shares2.06%2026-06-302026-07-28

GS GOLDMAN SACHS GROUP INC1.3K shares-0.74%2026-06-302026-07-28

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F24.0K sharesnew addition2026-06-302026-07-28

RTX CORPORATION RTX CORPORATION6.7K shares-1.49%2026-06-302026-07-28

LMBS FIRST TR EXCHANGE-TRADED FD25.2K shares-4.27%2026-06-302026-07-28

SDY SPDR SERIES TRUST8.0K shares1.17%2026-06-302026-07-28

VDE VANGUARD WORLD FD8.1K shares34.40%2026-06-302026-07-28

RDVI FIRST TR EXCHANGE-TRADED FD41.0K shares0.00%2026-06-302026-07-28

SPYD SPDR SERIES TRUST24.0K shares28.66%2026-06-302026-07-28

ALPS ETF TR ALPS ETF TR22.0K shares8.84%2026-06-302026-07-28

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC12.9K shares-1.27%2026-06-302026-07-28

CSX CSX CORP22.6K shares0.00%2026-06-302026-07-28

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC4.8K sharesnew addition2026-06-302026-07-28

HONEYWELL INTL INC HONEYWELL INTL INC4.7K sharesnew addition2026-06-302026-07-28

USMV ISHARES TR10.1K shares0.39%2026-06-302026-07-28

MET METLIFE INC11.2K shares-1.06%2026-06-302026-07-28

BMY BRISTOL-MYERS SQUIBB CO16.3K shares-1.60%2026-06-302026-07-28

MO ALTRIA GROUP INC13.0K shares-0.17%2026-06-302026-07-28

Sponsored

MS MORGAN STANLEY4.5K shares-0.25%2026-06-302026-07-28

IGV ISHARES TR10.2K shares23.53%2026-06-302026-07-28

DGRO ISHARES TR12.0K shares-2.90%2026-06-302026-07-28

BINC BLACKROCK ETF TRUST II17.1K shares42.21%2026-06-302026-07-28

ADSK AUTODESK INC4.6K shares0.00%2026-06-302026-07-28

UNP UNION PAC CORP3.3K shares45.16%2026-06-302026-07-28

VNQ VANGUARD INDEX FDS9.1K shares5.99%2026-06-302026-07-28

MGV VANGUARD WORLD FD5.2K shares-7.76%2026-06-302026-07-28

Sponsored

VRTX VERTEX PHARMACEUTICALS INC1.7K shares0.00%2026-06-302026-07-28

ASML ASML HLDG NV419 shares-1.18%2026-06-302026-07-28

NUE NUCOR CORP3.5K shares0.00%2026-06-302026-07-28

IBTG ISHARES TR33.1K shares-0.81%2026-06-302026-07-28

IWM ISHARES TR2.5K shares1.79%2026-06-302026-07-28

CRM SALESFORCE INC4.8K shares-6.74%2026-06-302026-07-28

NETFLIX INC. NETFLIX INC.10.5K shares-1.18%2026-06-302026-07-28

LMT LOCKHEED MARTIN CORP1.4K shares-1.83%2026-06-302026-07-28

Sponsored

LHX L3HARRIS TECHNOLOGIES INC2.5K shares0.00%2026-06-302026-07-28

PEG PUBLIC SVC ENTERPRISE GROUP8.9K shares-1.87%2026-06-302026-07-28

EUAD SPINNAKER ETF SERIES17.0K shares6.24%2026-06-302026-07-28

UL UNILEVER PLC11.8K shares-1.74%2026-06-302026-07-28

VGSH VANGUARD SCOTTSDALE FDS12.2K shares-2.74%2026-06-302026-07-28

DIS DISNEY WALT CO7.2K shares-22.24%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC1.1K shares45.24%2026-06-302026-07-28

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN3.5K shares-45.90%2026-06-302026-07-28

Sponsored

IVW ISHARES TR4.6K shares0.00%2026-06-302026-07-28

TSLA TESLA INC1.5K shares0.00%2026-06-302026-07-28

CMCSA COMCAST CORP NEW24.7K shares-1.97%2026-06-302026-07-28

RAVI FLEXSHARES TR8.1K shares0.00%2026-06-302026-07-28

LGLV SPDR SERIES TRUST3.3K shares1.98%2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC5.0K shares-0.67%2026-06-302026-07-28

QCOM QUALCOMM INC3.2K shares-2.31%2026-06-302026-07-28

VDC VANGUARD WORLD FD2.6K shares-3.03%2026-06-302026-07-28

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN4.6K shares0.70%2026-06-302026-07-28

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.1K shares0.00%2026-06-302026-07-28

NSC NORFOLK SOUTHN CORP1.7K shares0.00%2026-06-302026-07-28

VIS VANGUARD WORLD FD1.5K shares21.50%2026-06-302026-07-28

DUK DUKE ENERGY CORP NEW4.2K shares-0.31%2026-06-302026-07-28

GILD GILEAD SCIENCES INC4.1K shares0.00%2026-06-302026-07-28

QCJL FIRST TR EXCHNG TRADED FD VI20.5K shares-4.65%2026-06-302026-07-28

ED CONSOLIDATED EDISON INC4.6K shares-5.23%2026-06-302026-07-28

Sponsored

DGX QUEST DIAGNOSTICS INC2.4K shares0.00%2026-06-302026-07-28

XLF SELECT SECTOR SPDR TR9.3K shares4.09%2026-06-302026-07-28

IBTH ISHARES TR22.2K shares-7.86%2026-06-302026-07-28

GE GE AEROSPACE1.3K shares0.00%2026-06-302026-07-28

DNL WISDOMTREE TR10.6K shares-7.46%2026-06-302026-07-28

IBM INTERNATIONAL BUSINESS MACHS1.7K shares1.47%2026-06-302026-07-28

GEV GE VERNOVA INC403 shares0.00%2026-06-302026-07-28

PRU PRUDENTIAL FINL INC4.3K shares0.00%2026-06-302026-07-28

Sponsored

NKE NIKE INC11.2K shares-16.86%2026-06-302026-07-28

SHY ISHARES TR5.4K shares-13.93%2026-06-302026-07-28

SBUX STARBUCKS CORP4.3K shares-4.98%2026-06-302026-07-28

TEL TE CONNECTIVITY PLC2.1K shares0.00%2026-06-302026-07-28

SNY SANOFI SA9.3K shares0.00%2026-06-302026-07-28

TSM TAIWAN SEMICONDUCTOR MANUFAC825 shares-0.96%2026-06-302026-07-28

BA-PA BOEING CO5.8K shares0.00%2026-06-302026-07-28

EWJ ISHARES INC4.2K shares-37.12%2026-06-302026-07-28

Sponsored

ROIV ROIVANT SCIENCES LTD11.0K shares0.00%2026-06-302026-07-28

T AT&T INC18.8K shares-1.07%2026-06-302026-07-28

UPS UNITED PARCEL SVCS INC3.6K shares-17.60%2026-06-302026-07-28

EPD ENTERPRISE PRODS PARTNERS L10.3K shares1.63%2026-06-302026-07-28

XLE SELECT SECTOR SPDR TR7.1K shares0.16%2026-06-302026-07-28

NOBL PROSHARES TR6.7K shares100.00%2026-06-302026-07-28

IHE ISHARES TR3.8K shares0.00%2026-06-302026-07-28

VCSH VANGUARD SCOTTSDALE FDS4.7K shares-1.23%2026-06-302026-07-28

Sponsored

XLV SELECT SECTOR SPDR TR2.3K shares-1.02%2026-06-302026-07-28

RSPT INVESCO EXCHANGE TRADED FD T5.6K shares-0.68%2026-06-302026-07-28

VO VANGUARD INDEX FDS4.4K shares475.16%2026-06-302026-07-28

INTC INTEL CORP2.5K sharesnew addition2026-06-302026-07-28

IVE ISHARES TR1.6K shares-5.30%2026-06-302026-07-28

DE DEERE & CO556 shares0.00%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS4.7K shares0.00%2026-06-302026-07-28

SHEL SHELL PLC4.2K shares-2.43%2026-06-302026-07-28

Sponsored

GLD SPDR GOLD TR870 shares-18.69%2026-06-302026-07-28

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.2K shares0.00%2026-06-302026-07-28

ORACLE CORP ORACLE CORP2.1K shares-0.14%2026-06-302026-07-28

IWD ISHARES TR1.2K shares-3.91%2026-06-302026-07-28

APPLIED MATLS INC APPLIED MATLS INC409 sharesnew addition2026-06-302026-07-28

SCHW SCHWAB CHARLES CORP3.2K shares0.00%2026-06-302026-07-28

IBTI ISHARES TR12.7K shares-3.69%2026-06-302026-07-28

AMGN AMGEN INC748 shares-1.19%2026-06-302026-07-28

Sponsored

ITOT ISHARES TR1.6K shares-13.24%2026-06-302026-07-28

3M CO 3M CO1.6K shares-12.24%2026-06-302026-07-28

ROK ROCKWELL AUTOMATION INC525 sharesnew addition2026-06-302026-07-28

DMX DOUBLELINE ETF TRUST5.0K sharesnew addition2026-06-302026-07-28

IONIS PHARMACEUTICALS INC IONIS PHARMACEUTICALS INC3.1K shares0.00%2026-06-302026-07-28

ISHARES TR ISHARES TR2.4K shares0.00%2026-06-302026-07-28

IXUS ISHARES TR2.5K shares-0.88%2026-06-302026-07-28

CHUBB LIMITED CHUBB LIMITED687 shares-6.40%2026-06-302026-07-28

Sponsored

DELL DELL TECHNOLOGIES INC541 sharesnew addition2026-06-302026-07-28

MPC MARATHON PETE CORP900 shares0.00%2026-06-302026-07-28

VCIT VANGUARD SCOTTSDALE FDS2.8K shares-42.76%2026-06-302026-07-28

XLP SELECT SECTOR SPDR TR2.7K shares-0.52%2026-06-302026-07-28

FREEPORT MCMORAN INC FREEPORT MCMORAN INC3.5K shares0.00%2026-06-302026-07-28

ALL ALLSTATE CORP900 sharesnew addition2026-06-302026-07-28

SHV ISHARES TR1.9K sharesnew addition2026-06-302026-07-28

QDF FLEXSHARES TR2.3K sharesnew addition2026-06-302026-07-28

Sponsored

IAG IAMGOLD CORP10.9K shares0.00%2026-06-302026-07-28

VANGUARD INDEX FDS

2.57%

Shares69.4K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

-0.46%

Shares78.8K

Event2026-06-30

Filed2026-07-28

MGK

VANGUARD WORLD FD

398.93%

Shares224.1K

Event2026-06-30

Filed2026-07-28

QUANTA SVCS INC

-0.23%

Shares21.0K

Event2026-06-30

Filed2026-07-28

VYM

VANGUARD WHITEHALL FDS

4.79%

Shares92.9K

Event2026-06-30

Filed2026-07-28

TJX

TJX COS INC NEW

-1.67%

Shares92.8K

Event2026-06-30

Filed2026-07-28

DVY

ISHARES TR

13.08%

Shares83.9K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

-1.13%

Shares13.9K

Event2026-06-30

Filed2026-07-28

RSP

INVESCO EXCHANGE TRADED FD T

-0.23%

Shares58.2K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.48%

Shares24.7K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

-0.49%

Shares32.9K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

0.84%

Shares53.6K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

-1.69%

Shares31.4K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

-1.31%

Shares88.7K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD WORLD FD

703.24%

Shares73.4K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

-1.26%

Shares36.8K

Event2026-06-30

Filed2026-07-28

VIG

VANGUARD SPECIALIZED FUNDS

-0.80%

Shares32.5K

Event2026-06-30

Filed2026-07-28

PULS

PGIM ETF TR

4.73%

Shares138.4K

Event2026-06-30

Filed2026-07-28

VYMI

VANGUARD WHITEHALL FDS

3.11%

Shares68.7K

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO INC

-1.79%

Shares51.8K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

-0.60%

Shares25.6K

Event2026-06-30

Filed2026-07-28

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB STRATEGIC TR

35.02%

Shares198.2K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

-0.62%

Shares18.5K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

-1.26%

Shares22.9K

Event2026-06-30

Filed2026-07-28

PFE

PFIZER INC

-2.64%

Shares226.1K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

-2.39%

Shares39.0K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-3.81%

Shares6.9K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

628.39%

Shares58.6K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

-0.18%

Shares11.4K

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMER CORP

-1.88%

Shares72.8K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

-0.16%

Shares5.5K

Event2026-06-30

Filed2026-07-28

PHO

INVESCO EXCHANGE TRADED FD T

-0.64%

Shares57.4K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

-2.51%

Shares6.6K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

-0.29%

Shares5.1K

Event2026-06-30

Filed2026-07-28

FIW

FIRST TR EXCHANGE-TRADED FD

2.46%

Shares33.0K

Event2026-06-30

Filed2026-07-28

VXUS

VANGUARD STAR FDS

0.17%

Shares41.3K

Event2026-06-30

Filed2026-07-28

QUAL

ISHARES TR

22.58%

Shares15.0K

Event2026-06-30

Filed2026-07-28

VISA INC

-1.58%

Shares9.6K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

0.26%

Shares9.2K

Event2026-06-30

Filed2026-07-28

VHT

VANGUARD WORLD FD

0.17%

Shares10.7K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

-4.47%

Shares23.0K

Event2026-06-30

Filed2026-07-28

SPYV

SPDR SERIES TRUST

-4.53%

Shares51.5K

Event2026-06-30

Filed2026-07-28

KNG

FIRST TR EXCHANGE-TRADED FD

-0.24%

Shares59.0K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

0.00%

Shares16.5K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

-0.30%

Shares17.5K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

-0.64%

Shares10.6K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

-1.01%

Shares6.9K

Event2026-06-30

Filed2026-07-28

PNC

PNC FINL SVCS GROUP INC

-3.81%

Shares10.7K

Event2026-06-30

Filed2026-07-28

SPTM

SPDR SERIES TRUST

-2.84%

Shares28.7K

Event2026-06-30

Filed2026-07-28

WASTE MGMT INC DEL

-3.09%

Shares11.7K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

-2.08%

Shares31.2K

Event2026-06-30

Filed2026-07-28

SPYG

SPDR SERIES TRUST

-1.02%

Shares20.1K

Event2026-06-30

Filed2026-07-28

VPU

VANGUARD WORLD FD

-1.31%

Shares12.2K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

-0.23%

Shares3.4K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC

-4.09%

Shares54.3K

Event2026-06-30

Filed2026-07-28

AXP

AMERICAN EXPRESS CO

-2.15%

Shares6.6K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

-1.31%

Shares15.2K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

-2.22%

Shares1.8K

Event2026-06-30

Filed2026-07-28

SPDR SERIES TRUST

-5.02%

Shares24.3K

Event2026-06-30

Filed2026-07-28

BOEING CO

-2.43%

Shares9.6K

Event2026-06-30

Filed2026-07-28

VFH

VANGUARD WORLD FD

-4.02%

Shares15.8K

Event2026-06-30

Filed2026-07-28

IWF

ISHARES TR

300.00%

Shares16.6K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

-2.44%

Shares5.1K

Event2026-06-30

Filed2026-07-28

DIA

STATE STR SPDR DOW JONES IND

0.61%

Shares3.3K

Event2026-06-30

Filed2026-07-28

MDLZ

MONDELEZ INTL INC

-0.66%

Shares29.7K

Event2026-06-30

Filed2026-07-28

VIK

VIKING HOLDINGS LTD

2.51%

Shares16.3K

Event2026-06-30

Filed2026-07-28

XLK

SELECT SECTOR SPDR TR

-2.81%

Shares8.9K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

-0.06%

Shares1.6K

Event2026-06-30

Filed2026-07-28

LNG

CHENIERE ENERGY INC

-1.25%

Shares6.8K

Event2026-06-30

Filed2026-07-28

FTGC

FIRST TR EXCHANGE TRAD FD VI

-0.34%

Shares58.5K

Event2026-06-30

Filed2026-07-28

IQLT

ISHARES TR

-6.74%

Shares30.7K

Event2026-06-30

Filed2026-07-28

SGOV

ISHARES TR

New

Shares14.8K

Event2026-06-30

Filed2026-07-28

ITA

ISHARES TR

-0.47%

Shares6.0K

Event2026-06-30

Filed2026-07-28

DGRW

WISDOMTREE TR

-4.00%

Shares15.1K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

44.90%

Shares7.1K

Event2026-06-30

Filed2026-07-28

MAR

MARRIOTT INTL INC NEW

-22.70%

Shares3.8K

Event2026-06-30

Filed2026-07-28

ABT

ABBOTT LABORATORIES

-1.07%

Shares15.4K

Event2026-06-30

Filed2026-07-28

PAAA

PGIM ETF TR

2.06%

Shares26.6K

Event2026-06-30

Filed2026-07-28

GOLDMAN SACHS GROUP INC

-0.74%

Shares1.3K

Event2026-06-30

Filed2026-07-28

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares24.0K

Event2026-06-30

Filed2026-07-28

RTX CORPORATION

-1.49%

Shares6.7K

Event2026-06-30

Filed2026-07-28

LMBS

FIRST TR EXCHANGE-TRADED FD

-4.27%

Shares25.2K

Event2026-06-30

Filed2026-07-28

SDY

SPDR SERIES TRUST

1.17%

Shares8.0K

Event2026-06-30

Filed2026-07-28

VDE

VANGUARD WORLD FD

34.40%

Shares8.1K

Event2026-06-30

Filed2026-07-28

RDVI

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares41.0K

Event2026-06-30

Filed2026-07-28

SPYD

SPDR SERIES TRUST

28.66%

Shares24.0K

Event2026-06-30

Filed2026-07-28

ALPS ETF TR

8.84%

Shares22.0K

Event2026-06-30

Filed2026-07-28

NEXTERA ENERGY INC

-1.27%

Shares12.9K

Event2026-06-30

Filed2026-07-28

CSX

CSX CORP

0.00%

Shares22.6K

Event2026-06-30

Filed2026-07-28

HONEYWELL AEROSPACE INC

New

Shares4.8K

Event2026-06-30

Filed2026-07-28

HONEYWELL INTL INC

New

Shares4.7K

Event2026-06-30

Filed2026-07-28

USMV

ISHARES TR

0.39%

Shares10.1K

Event2026-06-30

Filed2026-07-28

MET

METLIFE INC

-1.06%

Shares11.2K

Event2026-06-30

Filed2026-07-28

BMY

BRISTOL-MYERS SQUIBB CO

-1.60%

Shares16.3K

Event2026-06-30

Filed2026-07-28

ALTRIA GROUP INC

-0.17%

Shares13.0K

Event2026-06-30

Filed2026-07-28

MORGAN STANLEY

-0.25%

Shares4.5K

Event2026-06-30

Filed2026-07-28

IGV

ISHARES TR

23.53%

Shares10.2K

Event2026-06-30

Filed2026-07-28

DGRO

ISHARES TR

-2.90%

Shares12.0K

Event2026-06-30

Filed2026-07-28

BINC

BLACKROCK ETF TRUST II

42.21%

Shares17.1K

Event2026-06-30

Filed2026-07-28

ADSK

AUTODESK INC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-28

UNP

UNION PAC CORP

45.16%

Shares3.3K

Event2026-06-30

Filed2026-07-28

VNQ

VANGUARD INDEX FDS

5.99%

Shares9.1K

Event2026-06-30

Filed2026-07-28

MGV

VANGUARD WORLD FD

-7.76%

Shares5.2K

Event2026-06-30

Filed2026-07-28

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-28

ASML

ASML HLDG NV

-1.18%

Shares419

Event2026-06-30

Filed2026-07-28

NUE

NUCOR CORP

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-28

IBTG

ISHARES TR

-0.81%

Shares33.1K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

1.79%

Shares2.5K

Event2026-06-30

Filed2026-07-28

CRM

SALESFORCE INC

-6.74%

Shares4.8K

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

-1.18%

Shares10.5K

Event2026-06-30

Filed2026-07-28

LMT

LOCKHEED MARTIN CORP

-1.83%

Shares1.4K

Event2026-06-30

Filed2026-07-28

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-28

PEG

PUBLIC SVC ENTERPRISE GROUP

-1.87%

Shares8.9K

Event2026-06-30

Filed2026-07-28

EUAD

SPINNAKER ETF SERIES

6.24%

Shares17.0K

Event2026-06-30

Filed2026-07-28

UNILEVER PLC

-1.74%

Shares11.8K

Event2026-06-30

Filed2026-07-28

VGSH

VANGUARD SCOTTSDALE FDS

-2.74%

Shares12.2K

Event2026-06-30

Filed2026-07-28

DIS

DISNEY WALT CO

-22.24%

Shares7.2K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

45.24%

Shares1.1K

Event2026-06-30

Filed2026-07-28

LIVE NATION ENTERTAINMENT IN

-45.90%

Shares3.5K

Event2026-06-30

Filed2026-07-28

IVW

ISHARES TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-28

CMCSA

COMCAST CORP NEW

-1.97%

Shares24.7K

Event2026-06-30

Filed2026-07-28

RAVI

FLEXSHARES TR

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-28

LGLV

SPDR SERIES TRUST

1.98%

Shares3.3K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

-0.67%

Shares5.0K

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM INC

-2.31%

Shares3.2K

Event2026-06-30

Filed2026-07-28

VDC

VANGUARD WORLD FD

-3.03%

Shares2.6K

Event2026-06-30

Filed2026-07-28

ICE

INTERCONTINENTAL EXCHANGE IN

0.70%

Shares4.6K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-28

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-28

VIS

VANGUARD WORLD FD

21.50%

Shares1.5K

Event2026-06-30

Filed2026-07-28

DUK

DUKE ENERGY CORP NEW

-0.31%

Shares4.2K

Event2026-06-30

Filed2026-07-28

GILD

GILEAD SCIENCES INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-28

QCJL

FIRST TR EXCHNG TRADED FD VI

-4.65%

Shares20.5K

Event2026-06-30

Filed2026-07-28

CONSOLIDATED EDISON INC

-5.23%

Shares4.6K

Event2026-06-30

Filed2026-07-28

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-28

XLF

SELECT SECTOR SPDR TR

4.09%

Shares9.3K

Event2026-06-30

Filed2026-07-28

IBTH

ISHARES TR

-7.86%

Shares22.2K

Event2026-06-30

Filed2026-07-28

GE AEROSPACE

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-28

DNL

WISDOMTREE TR

-7.46%

Shares10.6K

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS

1.47%

Shares1.7K

Event2026-06-30

Filed2026-07-28

GEV

GE VERNOVA INC

0.00%

Shares403

Event2026-06-30

Filed2026-07-28

PRU

PRUDENTIAL FINL INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-28

NKE

NIKE INC

-16.86%

Shares11.2K

Event2026-06-30

Filed2026-07-28

SHY

ISHARES TR

-13.93%

Shares5.4K

Event2026-06-30

Filed2026-07-28

SBUX

STARBUCKS CORP

-4.98%

Shares4.3K

Event2026-06-30

Filed2026-07-28

TEL

TE CONNECTIVITY PLC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-28

SNY

SANOFI SA

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.96%

Shares825

Event2026-06-30

Filed2026-07-28

BA-PA

BOEING CO

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-28

EWJ

ISHARES INC

-37.12%

Shares4.2K

Event2026-06-30

Filed2026-07-28

ROIV

ROIVANT SCIENCES LTD

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-28

AT&T INC

-1.07%

Shares18.8K

Event2026-06-30

Filed2026-07-28

UPS

UNITED PARCEL SVCS INC

-17.60%

Shares3.6K

Event2026-06-30

Filed2026-07-28

EPD

ENTERPRISE PRODS PARTNERS L

1.63%

Shares10.3K

Event2026-06-30

Filed2026-07-28

XLE

SELECT SECTOR SPDR TR

0.16%

Shares7.1K

Event2026-06-30

Filed2026-07-28

NOBL

PROSHARES TR

100.00%

Shares6.7K

Event2026-06-30

Filed2026-07-28

IHE

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-28

VCSH

VANGUARD SCOTTSDALE FDS

-1.23%

Shares4.7K

Event2026-06-30

Filed2026-07-28

XLV

SELECT SECTOR SPDR TR

-1.02%

Shares2.3K

Event2026-06-30

Filed2026-07-28

RSPT

INVESCO EXCHANGE TRADED FD T

-0.68%

Shares5.6K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

475.16%

Shares4.4K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

New

Shares2.5K

Event2026-06-30

Filed2026-07-28

IVE

ISHARES TR

-5.30%

Shares1.6K

Event2026-06-30

Filed2026-07-28

DEERE & CO

0.00%

Shares556

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-28

SHEL

SHELL PLC

-2.43%

Shares4.2K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TR

-18.69%

Shares870

Event2026-06-30

Filed2026-07-28

JOHNSON CONTROLS INTERNATION

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-28

ORACLE CORP

-0.14%

Shares2.1K

Event2026-06-30

Filed2026-07-28

IWD

ISHARES TR

-3.91%

Shares1.2K

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

New

Shares409

Event2026-06-30

Filed2026-07-28

SCHW

SCHWAB CHARLES CORP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-28

IBTI

ISHARES TR

-3.69%

Shares12.7K

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC

-1.19%

Shares748

Event2026-06-30

Filed2026-07-28

ITOT

ISHARES TR

-13.24%

Shares1.6K

Event2026-06-30

Filed2026-07-28

3M CO

-12.24%

Shares1.6K

Event2026-06-30

Filed2026-07-28

ROK

ROCKWELL AUTOMATION INC

New

Shares525

Event2026-06-30

Filed2026-07-28

DMX

DOUBLELINE ETF TRUST

New

Shares5.0K

Event2026-06-30

Filed2026-07-28

IONIS PHARMACEUTICALS INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-28

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-28

IXUS

ISHARES TR

-0.88%

Shares2.5K

Event2026-06-30

Filed2026-07-28

CHUBB LIMITED

-6.40%

Shares687

Event2026-06-30

Filed2026-07-28

DELL

DELL TECHNOLOGIES INC

New

Shares541

Event2026-06-30

Filed2026-07-28

MPC

MARATHON PETE CORP

0.00%

Shares900

Event2026-06-30

Filed2026-07-28

VCIT

VANGUARD SCOTTSDALE FDS

-42.76%

Shares2.8K

Event2026-06-30

Filed2026-07-28

XLP

SELECT SECTOR SPDR TR

-0.52%

Shares2.7K

Event2026-06-30

Filed2026-07-28

FREEPORT MCMORAN INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-28

ALL

ALLSTATE CORP

New

Shares900

Event2026-06-30

Filed2026-07-28

SHV

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-28

QDF

FLEXSHARES TR

New

Shares2.3K

Event2026-06-30

Filed2026-07-28

IAG

IAMGOLD CORP

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION2.2K sharesnew addition2026-06-302026-07-28

META PLATFORMS INC Put PutMETA PLATFORMS INC400 sharesnew addition2026-06-302026-07-28

GOOGL Put PutALPHABET INC1.8K sharesnew addition2026-06-302026-07-28

LLY Put PutELI LILLY & CO800 sharesnew addition2026-06-302026-07-28

AAPL Put PutAPPLE INC700 sharesnew addition2026-06-302026-07-28

NVDA Put

NVIDIA CORPORATION

New

Shares2.2K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC Put

META PLATFORMS INC

New

Shares400

Event2026-06-30

Filed2026-07-28

GOOGL Put

ALPHABET INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-28

LLY Put

ELI LILLY & CO

New

Shares800

Event2026-06-30

Filed2026-07-28

AAPL Put

APPLE INC

New

Shares700

Event2026-06-30

Filed2026-07-28