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


Currently, TopTier Wealth Management, LLC holds 133 types of securities in its portfolio with a total value $165.5M. In the most recent quarter, they have increased their positions in DGRW (+5.0K shares, valued at $478.9K), IJH (+5.7K shares, valued at $438.8K), KLAC (+1.5K shares, valued at $437.9K); decreased their positions in DWM (-5.6K shares, valued at $412.7K), QQQ (-412 shares, valued at $303.4K), N/A (-708 shares, valued at $294.4K).


1M P&L
+723.0K+0.47%
3M P&L
+3.1M+2.09%
HY P&L
+8.7M+6.02%

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/A142.6M
93.2%
2Semiconductors2.6M
1.7%
3Consumer Electronics2.1M
1.4%

Top Industries by Stock Count

1N/A107 stocks
86.3%
2Oil & Gas Midstream2 stocks
1.6%
3Semiconductors2 stocks
1.6%
Stock Holdings
DGRW
WISDOMTREE TR
3.16%
Shares163.4K
Event2026-06-30
Filed2026-07-14
QQQ
INVESCO QQQ TR
-2.27%
Shares17.7K
Event2026-06-30
Filed2026-07-14
DLN
WISDOMTREE TR
3.98%
Shares109.9K
Event2026-06-30
Filed2026-07-14
EES
WISDOMTREE TR
-1.53%
Shares93.3K
Event2026-06-30
Filed2026-07-14
EPS
WISDOMTREE TR
0.11%
Shares80.3K
Event2026-06-30
Filed2026-07-14
BOXX
EA SERIES TRUST
4.00%
Shares47.2K
Event2026-06-30
Filed2026-07-14
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
0.21%
Shares7.3K
Event2026-06-30
Filed2026-07-14
EZM
WISDOMTREE TR
-0.32%
Shares60.7K
Event2026-06-30
Filed2026-07-14
VANGUARD INDEX FDS
VANGUARD INDEX FDS
1.22%
Shares9.8K
Event2026-06-30
Filed2026-07-14
IJR
ISHARES TR
4.14%
Shares22.5K
Event2026-06-30
Filed2026-07-14
BFEB
INNOVATOR ETFS TRUST
-1.16%
Shares56.9K
Event2026-06-30
Filed2026-07-14
QGRW
WISDOMTREE TR
10.96%
Shares43.2K
Event2026-06-30
Filed2026-07-14
BDEC
INNOVATOR ETFS TRUST
-1.41%
Shares48.3K
Event2026-06-30
Filed2026-07-14
GMAY
FIRST TR EXCHNG TRADED FD VI
-0.05%
Shares59.7K
Event2026-06-30
Filed2026-07-14
NVDA
NVIDIA CORPORATION
0.32%
Shares11.7K
Event2026-06-30
Filed2026-07-14
BAUG
INNOVATOR ETFS TRUST
-0.07%
Shares41.7K
Event2026-06-30
Filed2026-07-14
DON
WISDOMTREE TR
0.27%
Shares38.9K
Event2026-06-30
Filed2026-07-14
AAPL
APPLE INC
0.12%
Shares7.4K
Event2026-06-30
Filed2026-07-14
DES
WISDOMTREE TR
-11.78%
Shares52.1K
Event2026-06-30
Filed2026-07-14
DWM
WISDOMTREE TR
-17.49%
Shares26.6K
Event2026-06-30
Filed2026-07-14
BMAY
INNOVATOR ETFS TRUST
-2.00%
Shares36.1K
Event2026-06-30
Filed2026-07-14
ACVF
ETF OPPORTUNITIES TRUST
0.03%
Shares31.1K
Event2026-06-30
Filed2026-07-14
JCPB
J P MORGAN EXCHANGE TRADED F
-1.03%
Shares35.8K
Event2026-06-30
Filed2026-07-14
PJAN
INNOVATOR ETFS TRUST
-11.22%
Shares32.7K
Event2026-06-30
Filed2026-07-14
BAPR
INNOVATOR ETFS TRUST
-6.91%
Shares28.4K
Event2026-06-30
Filed2026-07-14
IJH
ISHARES TR
41.62%
Shares19.4K
Event2026-06-30
Filed2026-07-14
BUFR
FIRST TR EXCHNG TRADED FD VI
-0.44%
Shares39.5K
Event2026-06-30
Filed2026-07-14
MDY
STATE STR SPDR S&P MIDCAP 40
-7.18%
Shares2.0K
Event2026-06-30
Filed2026-07-14
DMAY
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares27.7K
Event2026-06-30
Filed2026-07-14
SLV
ISHARES SILVER TR
0.00%
Shares23.8K
Event2026-06-30
Filed2026-07-14
PXH
INVESCO EXCH TRADED FD TR II
9.03%
Shares45.1K
Event2026-06-30
Filed2026-07-14
WTV
WISDOMTREE TR
1.69%
Shares12.3K
Event2026-06-30
Filed2026-07-14
PAUG
INNOVATOR ETFS TRUST
0.00%
Shares24.9K
Event2026-06-30
Filed2026-07-14
KAPR
INNOVATOR ETFS TRUST
-8.94%
Shares25.4K
Event2026-06-30
Filed2026-07-14
BALT
INNOVATOR ETFS TRUST
-0.61%
Shares29.5K
Event2026-06-30
Filed2026-07-14
JPIE
J P MORGAN EXCHANGE TRADED F
-0.48%
Shares21.8K
Event2026-06-30
Filed2026-07-14
FFEB
FIRST TR EXCHNG TRADED FD VI
-1.99%
Shares16.3K
Event2026-06-30
Filed2026-07-14
IAU
ISHARES GOLD TR
0.00%
Shares13.0K
Event2026-06-30
Filed2026-07-14
IHDG
WISDOMTREE TR
-0.85%
Shares18.3K
Event2026-06-30
Filed2026-07-14
GWW
WW GRAINGER INC
0.00%
Shares693
Event2026-06-30
Filed2026-07-14
BNOV
INNOVATOR ETFS TRUST
-12.08%
Shares19.1K
Event2026-06-30
Filed2026-07-14
BSEP
INNOVATOR ETFS TRUST
-0.01%
Shares17.2K
Event2026-06-30
Filed2026-07-14
BJUN
INNOVATOR ETFS TRUST
12.45%
Shares18.4K
Event2026-06-30
Filed2026-07-14
PDEC
INNOVATOR ETFS TRUST
0.00%
Shares19.3K
Event2026-06-30
Filed2026-07-14
FMAY
FIRST TR EXCHNG TRADED FD VI
10.15%
Shares15.5K
Event2026-06-30
Filed2026-07-14
ZSEP
INNOVATOR ETFS TRUST
0.00%
Shares30.5K
Event2026-06-30
Filed2026-07-14
BUFF
INNOVATOR ETFS TRUST
-17.40%
Shares15.8K
Event2026-06-30
Filed2026-07-14
DGS
WISDOMTREE TR
-13.27%
Shares12.8K
Event2026-06-30
Filed2026-07-14
PSEP
INNOVATOR ETFS TRUST
-0.01%
Shares17.7K
Event2026-06-30
Filed2026-07-14
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
10.57%
Shares12.4K
Event2026-06-30
Filed2026-07-14
SPLV
INVESCO EXCH TRADED FD TR II
-0.16%
Shares10.0K
Event2026-06-30
Filed2026-07-14
DAUG
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares15.6K
Event2026-06-30
Filed2026-07-14
EPD
ENTERPRISE PRODS PARTNERS L
0.55%
Shares19.8K
Event2026-06-30
Filed2026-07-14
MAGS
LISTED FDS TR
-1.82%
Shares11.2K
Event2026-06-30
Filed2026-07-14
JEPI
J P MORGAN EXCHANGE TRADED F
-3.24%
Shares12.5K
Event2026-06-30
Filed2026-07-14
KDEC
INNOVATOR ETFS TRUST
-7.51%
Shares23.4K
Event2026-06-30
Filed2026-07-14
VIG
VANGUARD SPECIALIZED FUNDS
-3.27%
Shares2.7K
Event2026-06-30
Filed2026-07-14
XSOE
WISDOMTREE TR
-1.14%
Shares12.8K
Event2026-06-30
Filed2026-07-14
OMFL
INVESCO EXCH TRD SLF IDX FD
0.06%
Shares9.0K
Event2026-06-30
Filed2026-07-14
FDN
FIRST TR EXCHANGE-TRADED FD
-0.87%
Shares2.3K
Event2026-06-30
Filed2026-07-14
META PLATFORMS INC
META PLATFORMS INC
2.86%
Shares1.0K
Event2026-06-30
Filed2026-07-14
QQQM
INVESCO EXCH TRADED FD TR II
39.27%
Shares1.9K
Event2026-06-30
Filed2026-07-14
WISDOMTREE TR
WISDOMTREE TR
0.44%
Shares7.7K
Event2026-06-30
Filed2026-07-14
USFR
WISDOMTREE TR
-5.31%
Shares11.1K
Event2026-06-30
Filed2026-07-14
PNOV
INNOVATOR ETFS TRUST
-29.75%
Shares12.6K
Event2026-06-30
Filed2026-07-14
BOCT
INNOVATOR ETFS TRUST
0.00%
Shares10.4K
Event2026-06-30
Filed2026-07-14
PRFZ
INVESCO EXCHANGE TRADED FD T
-0.27%
Shares9.6K
Event2026-06-30
Filed2026-07-14
BJUL
INNOVATOR ETFS TRUST
-0.03%
Shares9.9K
Event2026-06-30
Filed2026-07-14
ET
ENERGY TRANSFER L P
0.74%
Shares27.3K
Event2026-06-30
Filed2026-07-14
AMZN
AMAZON COM INC
-3.94%
Shares2.2K
Event2026-06-30
Filed2026-07-14
PAPR
INNOVATOR ETFS TRUST
-0.02%
Shares11.7K
Event2026-06-30
Filed2026-07-14
IVOV
VANGUARD ADMIRAL FDS INC
-4.10%
Shares4.3K
Event2026-06-30
Filed2026-07-14
VUG
VANGUARD INDEX FDS
499.89%
Shares5.7K
Event2026-06-30
Filed2026-07-14
KLAC
KLA CORP
901.24%
Shares1.6K
Event2026-06-30
Filed2026-07-14
USMF
WISDOMTREE TR
0.05%
Shares8.9K
Event2026-06-30
Filed2026-07-14
PMAY
INNOVATOR ETFS TRUST
-3.66%
Shares11.5K
Event2026-06-30
Filed2026-07-14
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
-38.44%
Shares1.1K
Event2026-06-30
Filed2026-07-14
MSFT
MICROSOFT CORP
1.14%
Shares1.2K
Event2026-06-30
Filed2026-07-14
FVD
FIRST TR EXCHANGE-TRADED FD
0.43%
Shares9.4K
Event2026-06-30
Filed2026-07-14
IWF
ISHARES TR
300.00%
Shares3.4K
Event2026-06-30
Filed2026-07-14
BMAR
INNOVATOR ETFS TRUST
-6.86%
Shares7.3K
Event2026-06-30
Filed2026-07-14
DDWM
WISDOMTREE TR
45.29%
Shares9.1K
Event2026-06-30
Filed2026-07-14
SPDW
SPDR INDEX SHS FDS
46.51%
Shares8.3K
Event2026-06-30
Filed2026-07-14
PXF
INVESCO EXCH TRADED FD TR II
-2.57%
Shares5.4K
Event2026-06-30
Filed2026-07-14
DGRS
WISDOMTREE TR
0.01%
Shares6.8K
Event2026-06-30
Filed2026-07-14
BUFD
FIRST TR EXCHNG TRADED FD VI
-11.27%
Shares13.3K
Event2026-06-30
Filed2026-07-14
FJAN
FIRST TR EXCHNG TRADED FD VI
-5.39%
Shares7.1K
Event2026-06-30
Filed2026-07-14
APPLIED MATLS INC
APPLIED MATLS INC
0.19%
Shares538
Event2026-06-30
Filed2026-07-14
MS
MORGAN STANLEY
0.27%
Shares1.9K
Event2026-06-30
Filed2026-07-14
IGV
ISHARES TR
1.28%
Shares4.2K
Event2026-06-30
Filed2026-07-14
QYLD
GLOBAL X FDS
2.79%
Shares19.9K
Event2026-06-30
Filed2026-07-14
KOCT
INNOVATOR ETFS TRUST
-2.00%
Shares9.8K
Event2026-06-30
Filed2026-07-14
BJAN
INNOVATOR ETFS TRUST
-5.37%
Shares6.2K
Event2026-06-30
Filed2026-07-14
KAUG
INNOVATOR ETFS TRUST
-28.40%
Shares12.5K
Event2026-06-30
Filed2026-07-14
VOO
VANGUARD INDEX FDS
0.00%
Shares513
Event2026-06-30
Filed2026-07-14
XSLV
INVESCO EXCH TRADED FD TR II
0.20%
Shares6.6K
Event2026-06-30
Filed2026-07-14
FTCS
FIRST TR EXCHANGE-TRADED FD
0.25%
Shares3.7K
Event2026-06-30
Filed2026-07-14
KJAN
INNOVATOR ETFS TRUST
-6.87%
Shares7.5K
Event2026-06-30
Filed2026-07-14
GOOG
ALPHABET INC
1.57%
Shares968
Event2026-06-30
Filed2026-07-14
ROYAL CARIBBEAN GROUP
ROYAL CARIBBEAN GROUP
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-14
SYK
STRYKER CORPORATION
0.57%
Shares1.1K
Event2026-06-30
Filed2026-07-14
IEI
ISHARES TR
0.40%
Shares2.8K
Event2026-06-30
Filed2026-07-14
NSEP
INNOVATOR ETFS TRUST
0.00%
Shares10.2K
Event2026-06-30
Filed2026-07-14
FSEP
FIRST TR EXCHNG TRADED FD VI
-0.24%
Shares5.7K
Event2026-06-30
Filed2026-07-14
MINT
PIMCO ETF TR
-0.07%
Shares3.1K
Event2026-06-30
Filed2026-07-14
DXJ
WISDOMTREE TR
8.04%
Shares1.8K
Event2026-06-30
Filed2026-07-14
NFEB
INNOVATOR ETFS TRUST
0.00%
Shares9.7K
Event2026-06-30
Filed2026-07-14
DEM
WISDOMTREE TR
0.41%
Shares5.4K
Event2026-06-30
Filed2026-07-14
TSLA
TESLA INC
0.73%
Shares688
Event2026-06-30
Filed2026-07-14
BKLN
INVESCO EXCH TRADED FD TR II
-0.11%
Shares14.2K
Event2026-06-30
Filed2026-07-14
XMLV
INVESCO EXCH TRADED FD TR II
-5.87%
Shares4.3K
Event2026-06-30
Filed2026-07-14
GLW
CORNING INC
0.18%
Shares1.1K
Event2026-06-30
Filed2026-07-14
NJAN
INNOVATOR ETFS TRUST
-0.02%
Shares4.8K
Event2026-06-30
Filed2026-07-14
NTSX
WISDOMTREE TR
-2.10%
Shares4.7K
Event2026-06-30
Filed2026-07-14
XYLG
GLOBAL X FDS
0.00%
Shares9.7K
Event2026-06-30
Filed2026-07-14
DAPR
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares6.7K
Event2026-06-30
Filed2026-07-14
HDV
ISHARES TR
399.49%
Shares9.8K
Event2026-06-30
Filed2026-07-14
NOCT
INNOVATOR ETFS TRUST
0.00%
Shares4.3K
Event2026-06-30
Filed2026-07-14
IEF
ISHARES TR
10.50%
Shares2.6K
Event2026-06-30
Filed2026-07-14
JVAL
J P MORGAN EXCHANGE TRADED F
0.00%
Shares4.1K
Event2026-06-30
Filed2026-07-14
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.00%
Shares500
Event2026-06-30
Filed2026-07-14
USEP
INNOVATOR ETFS TRUST
0.00%
Shares5.7K
Event2026-06-30
Filed2026-07-14
WDC
WESTERN DIGITAL CORP
0.28%
Shares363
Event2026-06-30
Filed2026-07-14
VISA INC
VISA INC
0.31%
Shares654
Event2026-06-30
Filed2026-07-14
ZAUG
INNOVATOR ETFS TRUST
0.00%
Shares7.9K
Event2026-06-30
Filed2026-07-14
PDI
PIMCO DYNAMIC INCOME FD
-23.50%
Shares13.0K
Event2026-06-30
Filed2026-07-14
DIM
WISDOMTREE TR
0.72%
Shares2.5K
Event2026-06-30
Filed2026-07-14
UJAN
INNOVATOR ETFS TRUST
-0.91%
Shares4.6K
Event2026-06-30
Filed2026-07-14
TPYP
TORTOISE CAPITAL SERIES TRUS
0.00%
Shares4.8K
Event2026-06-30
Filed2026-07-14
DLS
WISDOMTREE TR
0.58%
Shares2.4K
Event2026-06-30
Filed2026-07-14
WFC
WELLS FARGO & CO
0.91%
Shares2.4K
Event2026-06-30
Filed2026-07-14
FJUN
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares3.3K
Event2026-06-30
Filed2026-07-14
HRTX
HERON THERAPEUTICS INC
-32.13%
Shares25.4K
Event2026-06-30
Filed2026-07-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TopTier Wealth Management, LLC Institutional Holdings, Portfolio & P&L — TradeFomo