Sponsored

The Analysis of W ADVISORS, LLC's Holdings & P&L

Currently, W ADVISORS, LLC holds 153 types of securities in its portfolio with a total value $219.9M. In the most recent quarter, they have increased their positions in IWF (+36.1K shares, valued at $4.5M), VGT (+25.6K shares, valued at $3.1M), N/A (+2.8K shares, valued at $2.1M); decreased their positions in QUAL (-4.5K shares, valued at $990.7K), EFV (-12.3K shares, valued at $939.7K), SUSL (-6.2K shares, valued at $821.7K); initiated new positions in CORO (+22.3K shares, valued at $815.7K), DELL (+1.2K shares, valued at $530.7K), N/A (+16.7K shares, valued at $467.5K).

1M P&L

+2.3M+1.24%

3M P&L

+10.3M+5.72%

HY P&L

-18.6M-8.92%

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/A110.1M

59.3%

2Drug Manufacturers - General13.8M

7.4%

3Consumer Electronics12.2M

6.6%

Top Industries by Stock Count

1N/A63 stocks

47.0%

2Drug Manufacturers - General6 stocks

4.5%

3Banks - Regional6 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR116.2K shares-1.40%2026-06-302026-07-31

AAPL APPLE INC42.0K shares3.59%2026-06-302026-07-31

ISHARES TR ISHARES TR15.0K shares23.45%2026-06-302026-07-31

MRK MERCK & CO INC72.5K shares-0.13%2026-06-302026-07-31

OEF ISHARES TR20.7K shares-7.58%2026-06-302026-07-31

SUSL ISHARES TR47.1K shares-11.61%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T8.4K shares0.01%2026-06-302026-07-31

IVE ISHARES TR26.9K shares-8.14%2026-06-302026-07-31

Sponsored

MSFT MICROSOFT CORP16.1K shares-0.21%2026-06-302026-07-31

IWF ISHARES TR48.2K shares300.00%2026-06-302026-07-31

VIG VANGUARD SPECIALIZED FUNDS25.2K shares0.30%2026-06-302026-07-31

EXXON MOBIL CORP EXXON MOBIL CORP35.5K shares0.29%2026-06-302026-07-31

IWD ISHARES TR18.0K shares-2.70%2026-06-302026-07-31

EFG ISHARES TR32.3K shares-0.91%2026-06-302026-07-31

IYW ISHARES TR14.8K shares-0.05%2026-06-302026-07-31

VGT VANGUARD WORLD FD29.1K shares741.73%2026-06-302026-07-31

Sponsored

EFV ISHARES TR41.5K shares-22.81%2026-06-302026-07-31

NVDA NVIDIA CORPORATION15.1K shares1.24%2026-06-302026-07-31

DYNF BLACKROCK ETF TRUST44.2K shares-0.52%2026-06-302026-07-31

IUSB ISHARES TR62.1K shares35.98%2026-06-302026-07-31

GOOGL ALPHABET INC7.9K shares1.56%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO7.7K shares-0.33%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON9.2K shares0.01%2026-06-302026-07-31

VYM VANGUARD WHITEHALL FDS13.8K shares1.34%2026-06-302026-07-31

Sponsored

MS MORGAN STANLEY9.9K shares-1.50%2026-06-302026-07-31

AMZN AMAZON COM INC8.7K shares-0.06%2026-06-302026-07-31

IEMG ISHARES INC24.5K shares-22.68%2026-06-302026-07-31

KO COCA COLA CO21.9K shares0.00%2026-06-302026-07-31

LMT LOCKHEED MARTIN CORP3.5K shares0.00%2026-06-302026-07-31

WMT WALMART INC15.7K shares18.15%2026-06-302026-07-31

CAT CATERPILLAR INC1.7K shares-21.39%2026-06-302026-07-31

VTEB VANGUARD MUN BD FDS32.9K shares35.27%2026-06-302026-07-31

Sponsored

IVLU ISHARES TR39.1K shares-0.39%2026-06-302026-07-31

SCHD SCHWAB STRATEGIC TR48.9K shares4.03%2026-06-302026-07-31

ISHARES TR ISHARES TR14.9K shares0.00%2026-06-302026-07-31

INTC INTEL CORP9.9K shares1.37%2026-06-302026-07-31

KR KROGER CO23.9K shares0.21%2026-06-302026-07-31

MUB ISHARES TR12.2K shares-17.02%2026-06-302026-07-31

BAI BLACKROCK ETF TRUST24.9K shares-19.50%2026-06-302026-07-31

ESGU ISHARES TR8.0K shares-1.06%2026-06-302026-07-31

Sponsored

MTUM ISHARES TR3.7K shares-16.77%2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC2.2K shares0.68%2026-06-302026-07-31

PG PROCTER & GAMBLE CO8.5K shares39.93%2026-06-302026-07-31

SCHZ SCHWAB STRATEGIC TR51.8K shares1.07%2026-06-302026-07-31

EMXC ISHARES INC11.1K shares0.00%2026-06-302026-07-31

QUAL ISHARES TR5.0K shares-47.22%2026-06-302026-07-31

CISCO SYS INC CISCO SYS INC9.4K shares-14.01%2026-06-302026-07-31

IWV ISHARES TR2.5K shares10.76%2026-06-302026-07-31

Sponsored

BMY BRISTOL-MYERS SQUIBB CO18.5K shares1.69%2026-06-302026-07-31

VUG VANGUARD INDEX FDS11.7K shares486.21%2026-06-302026-07-31

DVY ISHARES TR6.2K shares0.00%2026-06-302026-07-31

NEXTERA ENERGY INC NEXTERA ENERGY INC10.7K shares2.88%2026-06-302026-07-31

TSLA TESLA INC2.2K shares4.02%2026-06-302026-07-31

MCD MCDONALDS CORP3.4K shares0.00%2026-06-302026-07-31

BLCR BLACKROCK ETF TRUST17.2K shares10.19%2026-06-302026-07-31

EEM ISHARES TR12.4K shares0.00%2026-06-302026-07-31

Sponsored

CORO BLACKROCK ETF TRUST22.3K sharesnew addition2026-06-302026-07-31

IJR ISHARES TR5.3K shares-0.39%2026-06-302026-07-31

PM PHILIP MORRIS INTL INC4.3K shares0.00%2026-06-302026-07-31

GOOG ALPHABET INC2.2K shares-0.32%2026-06-302026-07-31

SHEL SHELL PLC9.8K shares0.00%2026-06-302026-07-31

VEA VANGUARD TAX-MANAGED FDS10.4K shares0.98%2026-06-302026-07-31

HD HOME DEPOT INC2.1K shares0.33%2026-06-302026-07-31

DGRO ISHARES TR9.7K shares0.00%2026-06-302026-07-31

Sponsored

TLH ISHARES TR7.3K shares-29.05%2026-06-302026-07-31

IDEF BLACKROCK ETF TRUST22.1K shares4.12%2026-06-302026-07-31

SOUTHERN CO SOUTHERN CO7.3K shares1.79%2026-06-302026-07-31

AMD ADVANCED MICRO DEVICES INC1.2K shares4.20%2026-06-302026-07-31

THRO BLACKROCK ETF TRUST15.8K shares-37.42%2026-06-302026-07-31

MBB ISHARES TR7.2K shares6.00%2026-06-302026-07-31

USMV ISHARES TR7.0K shares0.00%2026-06-302026-07-31

ABBVIE INC ABBVIE INC2.6K shares4.01%2026-06-302026-07-31

Sponsored

VZ VERIZON COMMUNICATIONS INC15.6K shares2.30%2026-06-302026-07-31

BLK BLACKROCK INC666 shares0.00%2026-06-302026-07-31

LLY ELI LILLY & CO533 shares0.00%2026-06-302026-07-31

GS GOLDMAN SACHS GROUP INC631 shares1.28%2026-06-302026-07-31

T AT&T INC29.4K shares1.37%2026-06-302026-07-31

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS4.9K shares0.00%2026-06-302026-07-31

PH PARKER-HANNIFIN CORP601 shares0.00%2026-06-302026-07-31

IBM INTERNATIONAL BUSINESS MACHS2.1K shares5.55%2026-06-302026-07-31

Sponsored

GE GE AEROSPACE1.5K shares-1.36%2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2026-06-302026-07-31

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares6.12%2026-06-302026-07-31

CVX CHEVRON CORPORATION3.2K shares7.81%2026-06-302026-07-31

DELL DELL TECHNOLOGIES INC1.2K sharesnew addition2026-06-302026-07-31

MAA MID-AMER APT CMNTYS INC3.8K shares1.83%2026-06-302026-07-31

VOOG VANGUARD ADMIRAL FDS INC6.3K shares500.00%2026-06-302026-07-31

VLUE ISHARES TR2.6K shares0.04%2026-06-302026-07-31

Sponsored

TXN TEXAS INSTRS INC1.7K shares43.22%2026-06-302026-07-31

IBIT ISHARES BITCOIN TRUST ETF14.6K shares8.93%2026-06-302026-07-31

DIA STATE STR SPDR DOW JONES IND926 shares-3.14%2026-06-302026-07-31

ITOT ISHARES TR2.9K shares0.07%2026-06-302026-07-31

BLACKROCK ETF TRUST BLACKROCK ETF TRUST16.7K sharesnew addition2026-06-302026-07-31

VONE VANGUARD SCOTTSDALE FDS1.4K shares0.00%2026-06-302026-07-31

NSC NORFOLK SOUTHN CORP1.4K shares0.07%2026-06-302026-07-31

AEP AMERICAN ELEC PWR CO INC3.3K shares0.00%2026-06-302026-07-31

Sponsored

GEV GE VERNOVA INC375 shares0.00%2026-06-302026-07-31

IWN ISHARES TR2.0K shares1.23%2026-06-302026-07-31

IJH ISHARES TR5.6K shares0.00%2026-06-302026-07-31

GOVT ISHARES TR18.9K shares25.72%2026-06-302026-07-31

IAU ISHARES GOLD TR5.6K shares-15.20%2026-06-302026-07-31

FTCS FIRST TR EXCHANGE-TRADED FD4.4K shares0.00%2026-06-302026-07-31

BAC BANK OF AMER CORP7.3K shares1.85%2026-06-302026-07-31

WCC WESCO INTL INC1.2K shares0.00%2026-06-302026-07-31

Sponsored

ITW ILLINOIS TOOL WKS INC1.5K shares0.00%2026-06-302026-07-31

ISHARES TR ISHARES TR3.9K shares9.54%2026-06-302026-07-31

BROADCOM INC BROADCOM INC982 shares2.51%2026-06-302026-07-31

BK BANK OF NY MELLON CORP2.4K shares0.00%2026-06-302026-07-31

KMB KIMBERLY-CLARK CORP3.2K shares-1.96%2026-06-302026-07-31

AZO AUTOZONE INC109 shares0.00%2026-06-302026-07-31

VOO VANGUARD INDEX FDS506 shares0.40%2026-06-302026-07-31

IWM ISHARES TR1.2K shares5.67%2026-06-302026-07-31

Sponsored

IEV ISHARES TR4.6K shares0.00%2026-06-302026-07-31

FHN FIRST HORIZON CORPORATION12.8K sharesnew addition2026-06-302026-07-31

ADP AUTOMATIC DATA PROCESSING IN1.5K shares0.00%2026-06-302026-07-31

QCOM QUALCOMM INC1.7K shares6.21%2026-06-302026-07-31

MET METLIFE INC3.7K shares0.00%2026-06-302026-07-31

COP CONOCOPHILLIPS3.0K shares0.00%2026-06-302026-07-31

ESGE ISHARES INC5.6K shares0.00%2026-06-302026-07-31

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II6.1K sharesnew addition2026-06-302026-07-31

Sponsored

BX BLACKSTONE INC2.5K shares25.93%2026-06-302026-07-31

MO ALTRIA GROUP INC4.1K shares0.00%2026-06-302026-07-31

C CITIGROUP INC2.1K shares0.00%2026-06-302026-07-31

VONV VANGUARD SCOTTSDALE FDS2.7K shares0.00%2026-06-302026-07-31

DAL DELTA AIR LINES INC3.0K shares0.00%2026-06-302026-07-31

CIPHER DIGITAL INC CIPHER DIGITAL INC11.6K shares0.00%2026-06-302026-07-31

PRU PRUDENTIAL FINL INC2.6K shares0.00%2026-06-302026-07-31

FITB FIFTH THIRD BANCORP4.8K shares0.00%2026-06-302026-07-31

Sponsored

IGM ISHARES TR1.6K sharesnew addition2026-06-302026-07-31

KMI KINDER MORGAN INC DEL8.4K shares0.00%2026-06-302026-07-31

VWO VANGUARD INTL EQUITY INDEX F4.4K shares0.00%2026-06-302026-07-31

FDX FEDEX CORP832 shares-0.36%2026-06-302026-07-31

IJK ISHARES TR2.2K shares0.00%2026-06-302026-07-31

USB US BANCORP4.2K shares0.00%2026-06-302026-07-31

VGK VANGUARD INTL EQUITY INDEX F2.8K shares0.00%2026-06-302026-07-31

PLD PROLOGIS INC.1.8K shares0.00%2026-06-302026-07-31

Sponsored

GD GENERAL DYNAMICS CORP691 shares0.00%2026-06-302026-07-31

ARK ETF TR ARK ETF TR1.7K sharesnew addition2026-06-302026-07-31

PFE PFIZER INC9.8K shares4.89%2026-06-302026-07-31

UNP UNION PAC CORP862 sharesnew addition2026-06-302026-07-31

WFC WELLS FARGO & CO2.8K shares0.00%2026-06-302026-07-31

LAMR LAMAR ADVERTISING CO1.4K sharesnew addition2026-06-302026-07-31

CMI CUMMINS INC307 sharesnew addition2026-06-302026-07-31

XLF SELECT SECTOR SPDR TR4.1K shares0.00%2026-06-302026-07-31

Sponsored

PNC PNC FINL SVCS GROUP INC880 sharesnew addition2026-06-302026-07-31

AMGN AMGEN INC598 shares0.00%2026-06-302026-07-31

IWS ISHARES TR1.3K sharesnew addition2026-06-302026-07-31

RF REGIONS FINANCIAL CORP NEW7.1K sharesnew addition2026-06-302026-07-31

EMGF ISHARES INC2.9K sharesnew addition2026-06-302026-07-31

ESGV VANGUARD WORLD FD1.6K sharesnew addition2026-06-302026-07-31

COF CAPITAL ONE FINL CORP1.0K sharesnew addition2026-06-302026-07-31

ORACLE CORP ORACLE CORP1.4K shares0.00%2026-06-302026-07-31

Sponsored

VLY VALLEY NATL BANCORP13.3K shares0.00%2026-06-302026-07-31

IVW

ISHARES TR

-1.40%

Shares116.2K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

3.59%

Shares42.0K

Event2026-06-30

Filed2026-07-31

ISHARES TR

23.45%

Shares15.0K

Event2026-06-30

Filed2026-07-31

MRK

MERCK & CO INC

-0.13%

Shares72.5K

Event2026-06-30

Filed2026-07-31

OEF

ISHARES TR

-7.58%

Shares20.7K

Event2026-06-30

Filed2026-07-31

SUSL

ISHARES TR

-11.61%

Shares47.1K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

0.01%

Shares8.4K

Event2026-06-30

Filed2026-07-31

IVE

ISHARES TR

-8.14%

Shares26.9K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

-0.21%

Shares16.1K

Event2026-06-30

Filed2026-07-31

IWF

ISHARES TR

300.00%

Shares48.2K

Event2026-06-30

Filed2026-07-31

VIG

VANGUARD SPECIALIZED FUNDS

0.30%

Shares25.2K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL CORP

0.29%

Shares35.5K

Event2026-06-30

Filed2026-07-31

IWD

ISHARES TR

-2.70%

Shares18.0K

Event2026-06-30

Filed2026-07-31

EFG

ISHARES TR

-0.91%

Shares32.3K

Event2026-06-30

Filed2026-07-31

IYW

ISHARES TR

-0.05%

Shares14.8K

Event2026-06-30

Filed2026-07-31

VGT

VANGUARD WORLD FD

741.73%

Shares29.1K

Event2026-06-30

Filed2026-07-31

EFV

ISHARES TR

-22.81%

Shares41.5K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

1.24%

Shares15.1K

Event2026-06-30

Filed2026-07-31

DYNF

BLACKROCK ETF TRUST

-0.52%

Shares44.2K

Event2026-06-30

Filed2026-07-31

IUSB

ISHARES TR

35.98%

Shares62.1K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

1.56%

Shares7.9K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

-0.33%

Shares7.7K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

0.01%

Shares9.2K

Event2026-06-30

Filed2026-07-31

VYM

VANGUARD WHITEHALL FDS

1.34%

Shares13.8K

Event2026-06-30

Filed2026-07-31

MORGAN STANLEY

-1.50%

Shares9.9K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

-0.06%

Shares8.7K

Event2026-06-30

Filed2026-07-31

IEMG

ISHARES INC

-22.68%

Shares24.5K

Event2026-06-30

Filed2026-07-31

COCA COLA CO

0.00%

Shares21.9K

Event2026-06-30

Filed2026-07-31

LMT

LOCKHEED MARTIN CORP

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

18.15%

Shares15.7K

Event2026-06-30

Filed2026-07-31

CAT

CATERPILLAR INC

-21.39%

Shares1.7K

Event2026-06-30

Filed2026-07-31

VTEB

VANGUARD MUN BD FDS

35.27%

Shares32.9K

Event2026-06-30

Filed2026-07-31

IVLU

ISHARES TR

-0.39%

Shares39.1K

Event2026-06-30

Filed2026-07-31

SCHD

SCHWAB STRATEGIC TR

4.03%

Shares48.9K

Event2026-06-30

Filed2026-07-31

ISHARES TR

0.00%

Shares14.9K

Event2026-06-30

Filed2026-07-31

INTC

INTEL CORP

1.37%

Shares9.9K

Event2026-06-30

Filed2026-07-31

KROGER CO

0.21%

Shares23.9K

Event2026-06-30

Filed2026-07-31

MUB

ISHARES TR

-17.02%

Shares12.2K

Event2026-06-30

Filed2026-07-31

BAI

BLACKROCK ETF TRUST

-19.50%

Shares24.9K

Event2026-06-30

Filed2026-07-31

ESGU

ISHARES TR

-1.06%

Shares8.0K

Event2026-06-30

Filed2026-07-31

MTUM

ISHARES TR

-16.77%

Shares3.7K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

0.68%

Shares2.2K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

39.93%

Shares8.5K

Event2026-06-30

Filed2026-07-31

SCHZ

SCHWAB STRATEGIC TR

1.07%

Shares51.8K

Event2026-06-30

Filed2026-07-31

EMXC

ISHARES INC

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-31

QUAL

ISHARES TR

-47.22%

Shares5.0K

Event2026-06-30

Filed2026-07-31

CISCO SYS INC

-14.01%

Shares9.4K

Event2026-06-30

Filed2026-07-31

IWV

ISHARES TR

10.76%

Shares2.5K

Event2026-06-30

Filed2026-07-31

BMY

BRISTOL-MYERS SQUIBB CO

1.69%

Shares18.5K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD INDEX FDS

486.21%

Shares11.7K

Event2026-06-30

Filed2026-07-31

DVY

ISHARES TR

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-31

NEXTERA ENERGY INC

2.88%

Shares10.7K

Event2026-06-30

Filed2026-07-31

TSLA

TESLA INC

4.02%

Shares2.2K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-31

BLCR

BLACKROCK ETF TRUST

10.19%

Shares17.2K

Event2026-06-30

Filed2026-07-31

EEM

ISHARES TR

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-31

CORO

BLACKROCK ETF TRUST

New

Shares22.3K

Event2026-06-30

Filed2026-07-31

IJR

ISHARES TR

-0.39%

Shares5.3K

Event2026-06-30

Filed2026-07-31

PHILIP MORRIS INTL INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

-0.32%

Shares2.2K

Event2026-06-30

Filed2026-07-31

SHEL

SHELL PLC

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-31

VEA

VANGUARD TAX-MANAGED FDS

0.98%

Shares10.4K

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC

0.33%

Shares2.1K

Event2026-06-30

Filed2026-07-31

DGRO

ISHARES TR

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-31

TLH

ISHARES TR

-29.05%

Shares7.3K

Event2026-06-30

Filed2026-07-31

IDEF

BLACKROCK ETF TRUST

4.12%

Shares22.1K

Event2026-06-30

Filed2026-07-31

SOUTHERN CO

1.79%

Shares7.3K

Event2026-06-30

Filed2026-07-31

AMD

ADVANCED MICRO DEVICES INC

4.20%

Shares1.2K

Event2026-06-30

Filed2026-07-31

THRO

BLACKROCK ETF TRUST

-37.42%

Shares15.8K

Event2026-06-30

Filed2026-07-31

MBB

ISHARES TR

6.00%

Shares7.2K

Event2026-06-30

Filed2026-07-31

USMV

ISHARES TR

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-31

ABBVIE INC

4.01%

Shares2.6K

Event2026-06-30

Filed2026-07-31

VERIZON COMMUNICATIONS INC

2.30%

Shares15.6K

Event2026-06-30

Filed2026-07-31

BLK

BLACKROCK INC

0.00%

Shares666

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

0.00%

Shares533

Event2026-06-30

Filed2026-07-31

GOLDMAN SACHS GROUP INC

1.28%

Shares631

Event2026-06-30

Filed2026-07-31

AT&T INC

1.37%

Shares29.4K

Event2026-06-30

Filed2026-07-31

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-31

PARKER-HANNIFIN CORP

0.00%

Shares601

Event2026-06-30

Filed2026-07-31

IBM

INTERNATIONAL BUSINESS MACHS

5.55%

Shares2.1K

Event2026-06-30

Filed2026-07-31

GE AEROSPACE

-1.36%

Shares1.5K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

6.12%

Shares1.5K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORPORATION

7.81%

Shares3.2K

Event2026-06-30

Filed2026-07-31

DELL

DELL TECHNOLOGIES INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-31

MAA

MID-AMER APT CMNTYS INC

1.83%

Shares3.8K

Event2026-06-30

Filed2026-07-31

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares6.3K

Event2026-06-30

Filed2026-07-31

VLUE

ISHARES TR

0.04%

Shares2.6K

Event2026-06-30

Filed2026-07-31

TXN

TEXAS INSTRS INC

43.22%

Shares1.7K

Event2026-06-30

Filed2026-07-31

IBIT

ISHARES BITCOIN TRUST ETF

8.93%

Shares14.6K

Event2026-06-30

Filed2026-07-31

DIA

STATE STR SPDR DOW JONES IND

-3.14%

Shares926

Event2026-06-30

Filed2026-07-31

ITOT

ISHARES TR

0.07%

Shares2.9K

Event2026-06-30

Filed2026-07-31

BLACKROCK ETF TRUST

New

Shares16.7K

Event2026-06-30

Filed2026-07-31

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-31

NSC

NORFOLK SOUTHN CORP

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-31

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-31

GEV

GE VERNOVA INC

0.00%

Shares375

Event2026-06-30

Filed2026-07-31

IWN

ISHARES TR

1.23%

Shares2.0K

Event2026-06-30

Filed2026-07-31

IJH

ISHARES TR

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-31

GOVT

ISHARES TR

25.72%

Shares18.9K

Event2026-06-30

Filed2026-07-31

IAU

ISHARES GOLD TR

-15.20%

Shares5.6K

Event2026-06-30

Filed2026-07-31

FTCS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-31

BAC

BANK OF AMER CORP

1.85%

Shares7.3K

Event2026-06-30

Filed2026-07-31

WCC

WESCO INTL INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-31

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-31

ISHARES TR

9.54%

Shares3.9K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

2.51%

Shares982

Event2026-06-30

Filed2026-07-31

BANK OF NY MELLON CORP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-31

KMB

KIMBERLY-CLARK CORP

-1.96%

Shares3.2K

Event2026-06-30

Filed2026-07-31

AZO

AUTOZONE INC

0.00%

Shares109

Event2026-06-30

Filed2026-07-31

VOO

VANGUARD INDEX FDS

0.40%

Shares506

Event2026-06-30

Filed2026-07-31

IWM

ISHARES TR

5.67%

Shares1.2K

Event2026-06-30

Filed2026-07-31

IEV

ISHARES TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-31

FHN

FIRST HORIZON CORPORATION

New

Shares12.8K

Event2026-06-30

Filed2026-07-31

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-31

QCOM

QUALCOMM INC

6.21%

Shares1.7K

Event2026-06-30

Filed2026-07-31

MET

METLIFE INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-31

COP

CONOCOPHILLIPS

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-31

ESGE

ISHARES INC

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-31

BLACKROCK ETF TRUST II

New

Shares6.1K

Event2026-06-30

Filed2026-07-31

BLACKSTONE INC

25.93%

Shares2.5K

Event2026-06-30

Filed2026-07-31

ALTRIA GROUP INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-31

CITIGROUP INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-31

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-31

DAL

DELTA AIR LINES INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-31

CIPHER DIGITAL INC

0.00%

Shares11.6K

Event2026-06-30

Filed2026-07-31

PRU

PRUDENTIAL FINL INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-31

FITB

FIFTH THIRD BANCORP

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-31

IGM

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-07-31

KMI

KINDER MORGAN INC DEL

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-31

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-31

FDX

FEDEX CORP

-0.36%

Shares832

Event2026-06-30

Filed2026-07-31

IJK

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-31

USB

US BANCORP

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-31

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-31

PLD

PROLOGIS INC.

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-31

GENERAL DYNAMICS CORP

0.00%

Shares691

Event2026-06-30

Filed2026-07-31

ARK ETF TR

New

Shares1.7K

Event2026-06-30

Filed2026-07-31

PFE

PFIZER INC

4.89%

Shares9.8K

Event2026-06-30

Filed2026-07-31

UNP

UNION PAC CORP

New

Shares862

Event2026-06-30

Filed2026-07-31

WFC

WELLS FARGO & CO

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-31

LAMR

LAMAR ADVERTISING CO

New

Shares1.4K

Event2026-06-30

Filed2026-07-31

CMI

CUMMINS INC

New

Shares307

Event2026-06-30

Filed2026-07-31

XLF

SELECT SECTOR SPDR TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-31

PNC

PNC FINL SVCS GROUP INC

New

Shares880

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC

0.00%

Shares598

Event2026-06-30

Filed2026-07-31

IWS

ISHARES TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-31

REGIONS FINANCIAL CORP NEW

New

Shares7.1K

Event2026-06-30

Filed2026-07-31

EMGF

ISHARES INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-31

ESGV

VANGUARD WORLD FD

New

Shares1.6K

Event2026-06-30

Filed2026-07-31

COF

CAPITAL ONE FINL CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-31

ORACLE CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-31

VLY

VALLEY NATL BANCORP

0.00%

Shares13.3K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available