Sponsored

The Analysis of Keystone Financial Group, Inc.'s Holdings & P&L

Currently, Keystone Financial Group, Inc. holds 122 types of securities in its portfolio with a total value $190.5M. In the most recent quarter, they have increased their positions in VCRM (+49.4K shares, valued at $3.8M), VSDM (+30.1K shares, valued at $2.3M), VPLS (+20.1K shares, valued at $1.6M); decreased their positions in SGOV (-157.3K shares, valued at $15.8M), SHV (-33.2K shares, valued at $3.7M), MEAR (-26.1K shares, valued at $1.3M); initiated new positions in N/A (+345 shares, valued at $77.2K), N/A (+345 shares, valued at $76.3K), HTZ (+7.6K shares, valued at $17.3K); completely sold out of NKE (previously valued at $229).

1M P&L

+222.2K+0.12%

3M P&L

+5.7M+3.08%

HY P&L

+8.4M+4.65%

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/A172.9M

93.0%

2Banks - Regional9.1M

4.9%

3Semiconductors881.4K

0.5%

Top Industries by Stock Count

1N/A72 stocks

65.5%

2Drug Manufacturers - General4 stocks

3.6%

3Banks - Regional4 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST620.9K shares2.41%2026-06-302026-07-21

VPLS VANGUARD MALVERN FDS293.0K shares7.36%2026-06-302026-07-21

SCHD SCHWAB STRATEGIC TR380.4K shares-2.85%2026-06-302026-07-21

VIG VANGUARD SPECIALIZED FUNDS49.4K shares1.97%2026-06-302026-07-21

VSDM VANGUARD MUN BD FDS142.2K shares26.82%2026-06-302026-07-21

DFAX DIMENSIONAL ETF TRUST269.6K shares13.91%2026-06-302026-07-21

VIGI VANGUARD WHITEHALL FDS105.1K shares2.25%2026-06-302026-07-21

VCRM VANGUARD MUN BD FDS109.1K shares82.87%2026-06-302026-07-21

Sponsored

FBK FB FINL CORP133.3K shares-0.67%2026-06-302026-07-21

DFAC DIMENSIONAL ETF TRUST152.8K shares0.97%2026-06-302026-07-21

DFSD DIMENSIONAL ETF TRUST139.8K shares-13.15%2026-06-302026-07-21

INMU BLACKROCK ETF TRUST II244.2K shares-13.37%2026-06-302026-07-21

VSDB VANGUARD MALVERN FDS60.3K shares24.99%2026-06-302026-07-21

EMLP FIRST TR EXCHANGE-TRADED FD82.3K shares0.78%2026-06-302026-07-21

DFAW DIMENSIONAL ETF TRUST35.7K shares-2.54%2026-06-302026-07-21

USRT ISHARES TR44.2K shares5.10%2026-06-302026-07-21

Sponsored

ITOT ISHARES TR15.4K shares-3.14%2026-06-302026-07-21

SGOV ISHARES TR23.0K shares-87.26%2026-06-302026-07-21

VLUE ISHARES TR11.2K shares0.35%2026-06-302026-07-21

ISHARES TR ISHARES TR16.9K shares1.69%2026-06-302026-07-21

VANGUARD INDEX FDS VANGUARD INDEX FDS3.6K shares-21.53%2026-06-302026-07-21

IXUS ISHARES TR13.4K shares-0.43%2026-06-302026-07-21

SPTM SPDR SERIES TRUST13.9K shares-2.76%2026-06-302026-07-21

IJR ISHARES TR8.0K shares-0.61%2026-06-302026-07-21

Sponsored

ISTB ISHARES TR22.9K shares-1.21%2026-06-302026-07-21

TFC TRUIST FINL CORP22.0K shares1.04%2026-06-302026-07-21

IEMG ISHARES INC11.4K shares-2.83%2026-06-302026-07-21

MEAR ISHARES U S ETF TR17.8K shares-59.41%2026-06-302026-07-21

VTV VANGUARD INDEX FDS4.1K shares-0.97%2026-06-302026-07-21

MTUM ISHARES TR2.4K shares0.08%2026-06-302026-07-21

BRTR BLACKROCK ETF TRUST II15.8K shares0.00%2026-06-302026-07-21

NVDA NVIDIA CORPORATION3.5K shares0.12%2026-06-302026-07-21

Sponsored

UCB UNITED CMNTY BKS BLAIRSVLE G18.2K shares0.80%2026-06-302026-07-21

VUG VANGUARD INDEX FDS7.2K shares490.56%2026-06-302026-07-21

USMV ISHARES TR4.7K shares0.15%2026-06-302026-07-21

SCHY SCHWAB STRATEGIC TR13.5K shares-30.67%2026-06-302026-07-21

JNJ JOHNSON & JOHNSON1.6K shares0.31%2026-06-302026-07-21

DFSU DIMENSIONAL ETF TRUST8.6K shares0.23%2026-06-302026-07-21

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.1K shares0.26%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL728 shares-3.70%2026-06-302026-07-21

Sponsored

CISCO SYS INC CISCO SYS INC3.0K shares0.43%2026-06-302026-07-21

IGSB ISHARES TR6.4K shares1.15%2026-06-302026-07-21

AMGN AMGEN INC916 shares0.44%2026-06-302026-07-21

PFEB INNOVATOR ETFS TRUST7.3K shares-8.84%2026-06-302026-07-21

MSFT MICROSOFT CORP780 shares0.13%2026-06-302026-07-21

WEC WEC ENERGY GROUP INC2.4K shares0.41%2026-06-302026-07-21

SOUTHERN CO SOUTHERN CO2.9K shares0.00%2026-06-302026-07-21

IUSG ISHARES TR1.4K shares0.14%2026-06-302026-07-21

Sponsored

ABBVIE INC ABBVIE INC1.0K shares-8.25%2026-06-302026-07-21

ENFR ALPS ETF TR6.9K shares-1.52%2026-06-302026-07-21

IWF ISHARES TR1.8K shares300.44%2026-06-302026-07-21

GS GOLDMAN SACHS GROUP INC205 shares0.49%2026-06-302026-07-21

ATO ATMOS ENERGY CORP1.1K shares0.62%2026-06-302026-07-21

IUSV ISHARES TR1.8K shares0.40%2026-06-302026-07-21

TXN TEXAS INSTRS INC623 shares0.32%2026-06-302026-07-21

NEAR ISHARES U S ETF TR3.3K shares-13.07%2026-06-302026-07-21

Sponsored

IJH ISHARES TR2.2K shares0.00%2026-06-302026-07-21

RBLD FIRST TR EXCHANGE-TRADED FD1.8K shares0.17%2026-06-302026-07-21

JAJL INNOVATOR ETFS TRUST5.0K shares-42.03%2026-06-302026-07-21

VNQ VANGUARD INDEX FDS1.5K shares0.85%2026-06-302026-07-21

3M CO 3M CO914 shares0.44%2026-06-302026-07-21

SUSL ISHARES TR1.1K shares0.00%2026-06-302026-07-21

DFEM DIMENSIONAL ETF TRUST2.7K shares0.55%2026-06-302026-07-21

ICE INTERCONTINENTAL EXCHANGE IN881 shares0.46%2026-06-302026-07-21

Sponsored

EMR EMERSON ELEC CO677 shares0.30%2026-06-302026-07-21

DFIC DIMENSIONAL ETF TRUST2.5K shares104.05%2026-06-302026-07-21

TQQQ PROSHARES TR1.1K shares0.18%2026-06-302026-07-21

DFSE DIMENSIONAL ETF TRUST1.7K shares0.55%2026-06-302026-07-21

LIN LINDE PLC151 shares0.67%2026-06-302026-07-21

HONEYWELL INTL INC HONEYWELL INTL INC345 sharesnew addition2026-06-302026-07-21

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC345 sharesnew addition2026-06-302026-07-21

ERET ISHARES TR2.6K shares0.00%2026-06-302026-07-21

Sponsored

AAPL APPLE INC250 shares1.63%2026-06-302026-07-21

VB VANGUARD INDEX FDS236 shares0.00%2026-06-302026-07-21

DGRW WISDOMTREE TR747 shares0.27%2026-06-302026-07-21

PG PROCTER & GAMBLE CO474 shares0.00%2026-06-302026-07-21

ZALT INNOVATOR ETFS TRUST2.0K shares-39.18%2026-06-302026-07-21

PEP PEPSICO INC453 shares0.00%2026-06-302026-07-21

XLV SELECT SECTOR SPDR TR372 shares0.27%2026-06-302026-07-21

GLD SPDR GOLD TR159 shares-3.05%2026-06-302026-07-21

Sponsored

MEDTRONIC PLC MEDTRONIC PLC741 shares0.00%2026-06-302026-07-21

HYDB ISHARES TR1.1K shares-43.92%2026-06-302026-07-21

HD HOME DEPOT INC145 shares0.00%2026-06-302026-07-21

VSGX VANGUARD WORLD FD600 shares0.00%2026-06-302026-07-21

KMB KIMBERLY-CLARK CORP437 shares0.00%2026-06-302026-07-21

VEA VANGUARD TAX-MANAGED FDS681 shares0.59%2026-06-302026-07-21

EXXON MOBIL CORP EXXON MOBIL CORP354 shares0.57%2026-06-302026-07-21

SLV ISHARES SILVER TR810 shares-89.29%2026-06-302026-07-21

Sponsored

NRG NRG ENERGY INC243 shares0.00%2026-06-302026-07-21

BAI BLACKROCK ETF TRUST669 shares11.31%2026-06-302026-07-21

NSC NORFOLK SOUTHN CORP110 shares0.00%2026-06-302026-07-21

VTIP VANGUARD MALVERN FDS645 shares-81.84%2026-06-302026-07-21

DFSI DIMENSIONAL ETF TRUST705 shares1.15%2026-06-302026-07-21

TSLA TESLA INC75 shares0.00%2026-06-302026-07-21

EOG EOG RES INC233 shares0.87%2026-06-302026-07-21

SCHA SCHWAB STRATEGIC TR790 shares0.38%2026-06-302026-07-21

Sponsored

PNFP PINNACLE FINL PARTNERS INC277 shares0.00%2026-06-302026-07-21

WMT WALMART INC242 shares0.00%2026-06-302026-07-21

DGRO ISHARES TR305 shares0.00%2026-06-302026-07-21

BTC GRAYSCALE BITCOIN MINI TR ET816 shares0.00%2026-06-302026-07-21

IOT SAMSARA INC600 shares0.00%2026-06-302026-07-21

HTZ HERTZ GLOBAL HLDGS INC7.6K sharesnew addition2026-06-302026-07-21

MRK MERCK & CO INC133 shares0.76%2026-06-302026-07-21

GEV GE VERNOVA INC14 shares0.00%2026-06-302026-07-21

Sponsored

SMH VANECK ETF TRUST25 shares0.00%2026-06-302026-07-21

QQQ INVESCO QQQ TR20 shares0.00%2026-06-302026-07-21

T AT&T INC717 shares0.00%2026-06-302026-07-21

SHV ISHARES TR129 shares-99.61%2026-06-302026-07-21

QLYS QUALYS INC79 shares0.00%2026-06-302026-07-21

IFRA ISHARES TR169 shares0.00%2026-06-302026-07-21

QUANTUM CYBER NV QUANTUM CYBER NV5.3K sharesnew addition2026-06-302026-07-21

PFE PFIZER INC318 shares1.60%2026-06-302026-07-21

Sponsored

RKLB ROCKET LAB CORP54 shares0.00%2026-06-302026-07-21

FTXL FIRST TR EXCHANGE TRADED FD16 shares0.00%2026-06-302026-07-21

ITA ISHARES TR19 shares0.00%2026-06-302026-07-21

WBD WARNER BROS DISCOVERY INC173 shares0.00%2026-06-302026-07-21

LIT GLOBAL X FDS50 shares0.00%2026-06-302026-07-21

IMCG ISHARES TR40 shares0.00%2026-06-302026-07-21

CPNG COUPANG INC200 shares0.00%2026-06-302026-07-21

XOVR ENTREPRENEURSHARES SERIES TR11 shares0.00%2026-06-302026-07-21

Sponsored

LCID LUCID GROUP INC8 shares0.00%2026-06-302026-07-21

NKE NIKE INCN/A sharesSold all2026-06-302026-07-21

DFAU

DIMENSIONAL ETF TRUST

2.41%

Shares620.9K

Event2026-06-30

Filed2026-07-21

VPLS

VANGUARD MALVERN FDS

7.36%

Shares293.0K

Event2026-06-30

Filed2026-07-21

SCHD

SCHWAB STRATEGIC TR

-2.85%

Shares380.4K

Event2026-06-30

Filed2026-07-21

VIG

VANGUARD SPECIALIZED FUNDS

1.97%

Shares49.4K

Event2026-06-30

Filed2026-07-21

VSDM

VANGUARD MUN BD FDS

26.82%

Shares142.2K

Event2026-06-30

Filed2026-07-21

DFAX

DIMENSIONAL ETF TRUST

13.91%

Shares269.6K

Event2026-06-30

Filed2026-07-21

VIGI

VANGUARD WHITEHALL FDS

2.25%

Shares105.1K

Event2026-06-30

Filed2026-07-21

VCRM

VANGUARD MUN BD FDS

82.87%

Shares109.1K

Event2026-06-30

Filed2026-07-21

FBK

FB FINL CORP

-0.67%

Shares133.3K

Event2026-06-30

Filed2026-07-21

DFAC

DIMENSIONAL ETF TRUST

0.97%

Shares152.8K

Event2026-06-30

Filed2026-07-21

DFSD

DIMENSIONAL ETF TRUST

-13.15%

Shares139.8K

Event2026-06-30

Filed2026-07-21

INMU

BLACKROCK ETF TRUST II

-13.37%

Shares244.2K

Event2026-06-30

Filed2026-07-21

VSDB

VANGUARD MALVERN FDS

24.99%

Shares60.3K

Event2026-06-30

Filed2026-07-21

EMLP

FIRST TR EXCHANGE-TRADED FD

0.78%

Shares82.3K

Event2026-06-30

Filed2026-07-21

DFAW

DIMENSIONAL ETF TRUST

-2.54%

Shares35.7K

Event2026-06-30

Filed2026-07-21

USRT

ISHARES TR

5.10%

Shares44.2K

Event2026-06-30

Filed2026-07-21

ITOT

ISHARES TR

-3.14%

Shares15.4K

Event2026-06-30

Filed2026-07-21

SGOV

ISHARES TR

-87.26%

Shares23.0K

Event2026-06-30

Filed2026-07-21

VLUE

ISHARES TR

0.35%

Shares11.2K

Event2026-06-30

Filed2026-07-21

ISHARES TR

1.69%

Shares16.9K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

-21.53%

Shares3.6K

Event2026-06-30

Filed2026-07-21

IXUS

ISHARES TR

-0.43%

Shares13.4K

Event2026-06-30

Filed2026-07-21

SPTM

SPDR SERIES TRUST

-2.76%

Shares13.9K

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR

-0.61%

Shares8.0K

Event2026-06-30

Filed2026-07-21

ISTB

ISHARES TR

-1.21%

Shares22.9K

Event2026-06-30

Filed2026-07-21

TFC

TRUIST FINL CORP

1.04%

Shares22.0K

Event2026-06-30

Filed2026-07-21

IEMG

ISHARES INC

-2.83%

Shares11.4K

Event2026-06-30

Filed2026-07-21

MEAR

ISHARES U S ETF TR

-59.41%

Shares17.8K

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD INDEX FDS

-0.97%

Shares4.1K

Event2026-06-30

Filed2026-07-21

MTUM

ISHARES TR

0.08%

Shares2.4K

Event2026-06-30

Filed2026-07-21

BRTR

BLACKROCK ETF TRUST II

0.00%

Shares15.8K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

0.12%

Shares3.5K

Event2026-06-30

Filed2026-07-21

UCB

UNITED CMNTY BKS BLAIRSVLE G

0.80%

Shares18.2K

Event2026-06-30

Filed2026-07-21

VUG

VANGUARD INDEX FDS

490.56%

Shares7.2K

Event2026-06-30

Filed2026-07-21

USMV

ISHARES TR

0.15%

Shares4.7K

Event2026-06-30

Filed2026-07-21

SCHY

SCHWAB STRATEGIC TR

-30.67%

Shares13.5K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

0.31%

Shares1.6K

Event2026-06-30

Filed2026-07-21

DFSU

DIMENSIONAL ETF TRUST

0.23%

Shares8.6K

Event2026-06-30

Filed2026-07-21

TRAVELERS COMPANIES INC

0.26%

Shares1.1K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

-3.70%

Shares728

Event2026-06-30

Filed2026-07-21

CISCO SYS INC

0.43%

Shares3.0K

Event2026-06-30

Filed2026-07-21

IGSB

ISHARES TR

1.15%

Shares6.4K

Event2026-06-30

Filed2026-07-21

AMGN

AMGEN INC

0.44%

Shares916

Event2026-06-30

Filed2026-07-21

PFEB

INNOVATOR ETFS TRUST

-8.84%

Shares7.3K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

0.13%

Shares780

Event2026-06-30

Filed2026-07-21

WEC

WEC ENERGY GROUP INC

0.41%

Shares2.4K

Event2026-06-30

Filed2026-07-21

SOUTHERN CO

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-21

IUSG

ISHARES TR

0.14%

Shares1.4K

Event2026-06-30

Filed2026-07-21

ABBVIE INC

-8.25%

Shares1.0K

Event2026-06-30

Filed2026-07-21

ENFR

ALPS ETF TR

-1.52%

Shares6.9K

Event2026-06-30

Filed2026-07-21

IWF

ISHARES TR

300.44%

Shares1.8K

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS GROUP INC

0.49%

Shares205

Event2026-06-30

Filed2026-07-21

ATO

ATMOS ENERGY CORP

0.62%

Shares1.1K

Event2026-06-30

Filed2026-07-21

IUSV

ISHARES TR

0.40%

Shares1.8K

Event2026-06-30

Filed2026-07-21

TXN

TEXAS INSTRS INC

0.32%

Shares623

Event2026-06-30

Filed2026-07-21

NEAR

ISHARES U S ETF TR

-13.07%

Shares3.3K

Event2026-06-30

Filed2026-07-21

IJH

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-21

RBLD

FIRST TR EXCHANGE-TRADED FD

0.17%

Shares1.8K

Event2026-06-30

Filed2026-07-21

JAJL

INNOVATOR ETFS TRUST

-42.03%

Shares5.0K

Event2026-06-30

Filed2026-07-21

VNQ

VANGUARD INDEX FDS

0.85%

Shares1.5K

Event2026-06-30

Filed2026-07-21

3M CO

0.44%

Shares914

Event2026-06-30

Filed2026-07-21

SUSL

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

DFEM

DIMENSIONAL ETF TRUST

0.55%

Shares2.7K

Event2026-06-30

Filed2026-07-21

ICE

INTERCONTINENTAL EXCHANGE IN

0.46%

Shares881

Event2026-06-30

Filed2026-07-21

EMR

EMERSON ELEC CO

0.30%

Shares677

Event2026-06-30

Filed2026-07-21

DFIC

DIMENSIONAL ETF TRUST

104.05%

Shares2.5K

Event2026-06-30

Filed2026-07-21

TQQQ

PROSHARES TR

0.18%

Shares1.1K

Event2026-06-30

Filed2026-07-21

DFSE

DIMENSIONAL ETF TRUST

0.55%

Shares1.7K

Event2026-06-30

Filed2026-07-21

LIN

LINDE PLC

0.67%

Shares151

Event2026-06-30

Filed2026-07-21

HONEYWELL INTL INC

New

Shares345

Event2026-06-30

Filed2026-07-21

HONEYWELL AEROSPACE INC

New

Shares345

Event2026-06-30

Filed2026-07-21

ERET

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

1.63%

Shares250

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

0.00%

Shares236

Event2026-06-30

Filed2026-07-21

DGRW

WISDOMTREE TR

0.27%

Shares747

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

0.00%

Shares474

Event2026-06-30

Filed2026-07-21

ZALT

INNOVATOR ETFS TRUST

-39.18%

Shares2.0K

Event2026-06-30

Filed2026-07-21

PEP

PEPSICO INC

0.00%

Shares453

Event2026-06-30

Filed2026-07-21

XLV

SELECT SECTOR SPDR TR

0.27%

Shares372

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR

-3.05%

Shares159

Event2026-06-30

Filed2026-07-21

MEDTRONIC PLC

0.00%

Shares741

Event2026-06-30

Filed2026-07-21

HYDB

ISHARES TR

-43.92%

Shares1.1K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

0.00%

Shares145

Event2026-06-30

Filed2026-07-21

VSGX

VANGUARD WORLD FD

0.00%

Shares600

Event2026-06-30

Filed2026-07-21

KMB

KIMBERLY-CLARK CORP

0.00%

Shares437

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD TAX-MANAGED FDS

0.59%

Shares681

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

0.57%

Shares354

Event2026-06-30

Filed2026-07-21

SLV

ISHARES SILVER TR

-89.29%

Shares810

Event2026-06-30

Filed2026-07-21

NRG

NRG ENERGY INC

0.00%

Shares243

Event2026-06-30

Filed2026-07-21

BAI

BLACKROCK ETF TRUST

11.31%

Shares669

Event2026-06-30

Filed2026-07-21

NSC

NORFOLK SOUTHN CORP

0.00%

Shares110

Event2026-06-30

Filed2026-07-21

VTIP

VANGUARD MALVERN FDS

-81.84%

Shares645

Event2026-06-30

Filed2026-07-21

DFSI

DIMENSIONAL ETF TRUST

1.15%

Shares705

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

0.00%

Shares75

Event2026-06-30

Filed2026-07-21

EOG

EOG RES INC

0.87%

Shares233

Event2026-06-30

Filed2026-07-21

SCHA

SCHWAB STRATEGIC TR

0.38%

Shares790

Event2026-06-30

Filed2026-07-21

PNFP

PINNACLE FINL PARTNERS INC

0.00%

Shares277

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

0.00%

Shares242

Event2026-06-30

Filed2026-07-21

DGRO

ISHARES TR

0.00%

Shares305

Event2026-06-30

Filed2026-07-21

BTC

GRAYSCALE BITCOIN MINI TR ET

0.00%

Shares816

Event2026-06-30

Filed2026-07-21

IOT

SAMSARA INC

0.00%

Shares600

Event2026-06-30

Filed2026-07-21

HTZ

HERTZ GLOBAL HLDGS INC

New

Shares7.6K

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

0.76%

Shares133

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC

0.00%

Shares14

Event2026-06-30

Filed2026-07-21

SMH

VANECK ETF TRUST

0.00%

Shares25

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

0.00%

Shares20

Event2026-06-30

Filed2026-07-21

AT&T INC

0.00%

Shares717

Event2026-06-30

Filed2026-07-21

SHV

ISHARES TR

-99.61%

Shares129

Event2026-06-30

Filed2026-07-21

QLYS

QUALYS INC

0.00%

Shares79

Event2026-06-30

Filed2026-07-21

IFRA

ISHARES TR

0.00%

Shares169

Event2026-06-30

Filed2026-07-21

QUANTUM CYBER NV

New

Shares5.3K

Event2026-06-30

Filed2026-07-21

PFE

PFIZER INC

1.60%

Shares318

Event2026-06-30

Filed2026-07-21

RKLB

ROCKET LAB CORP

0.00%

Shares54

Event2026-06-30

Filed2026-07-21

FTXL

FIRST TR EXCHANGE TRADED FD

0.00%

Shares16

Event2026-06-30

Filed2026-07-21

ITA

ISHARES TR

0.00%

Shares19

Event2026-06-30

Filed2026-07-21

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares173

Event2026-06-30

Filed2026-07-21

LIT

GLOBAL X FDS

0.00%

Shares50

Event2026-06-30

Filed2026-07-21

IMCG

ISHARES TR

0.00%

Shares40

Event2026-06-30

Filed2026-07-21

CPNG

COUPANG INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-21

XOVR

ENTREPRENEURSHARES SERIES TR

0.00%

Shares11

Event2026-06-30

Filed2026-07-21

LCID

LUCID GROUP INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-21

NKE

NIKE INC

Sold all

SharesN/A

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available