Sponsored

The Analysis of Insight Wealth Partners, LLC's Holdings & P&L

Currently, Insight Wealth Partners, LLC holds 135 types of securities in its portfolio with a total value $744.8M. In the most recent quarter, they have increased their positions in N/A (+599.2K shares, valued at $447.5M), SPXL (+79.7K shares, valued at $21.6M), F (+600.5K shares, valued at $8.3M); decreased their positions in LQD (-33.2K shares, valued at $3.6M), FBND (-57.2K shares, valued at $2.6M), JPST (-36.1K shares, valued at $1.8M); initiated new positions in EEM (+61.0K shares, valued at $4.2M), JPLD (+53.3K shares, valued at $2.8M), VMI (+1.4K shares, valued at $801.1K).

1M P&L

+567.1K+0.20%

3M P&L

+5.1M+1.85%

HY P&L

+26.0M+10.10%

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/A238.1M

84.0%

2Auto Manufacturers10.1M

3.6%

3Semiconductors8.1M

2.9%

Top Industries by Stock Count

1N/A78 stocks

64.5%

2Semiconductors4 stocks

3.3%

3Farm & Heavy Construction Machinery3 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T601.8K shares23002.76%2026-06-302026-08-06

SPXL DIREXION SHARES ETF TRUST176.2K shares82.47%2026-06-302026-08-06

VCIT VANGUARD SCOTTSDALE FDS277.4K shares1.69%2026-06-302026-08-06

JPST J P MORGAN EXCHANGE TRADED F240.1K shares-13.07%2026-06-302026-08-06

LQD ISHARES TR106.5K shares-23.75%2026-06-302026-08-06

F FORD MTR CO647.8K shares1268.61%2026-06-302026-08-06

FBND FIDELITY MERRIMACK STR TR195.8K shares-22.60%2026-06-302026-08-06

JBND J P MORGAN EXCHANGE TRADED F136.5K shares11.33%2026-06-302026-08-06

Sponsored

UITB VICTORY PORTFOLIOS II152.1K shares11.48%2026-06-302026-08-06

IEF ISHARES TR68.1K shares-6.14%2026-06-302026-08-06

NVDA NVIDIA CORPORATION28.5K shares2.47%2026-06-302026-08-06

IG PRINCIPAL EXCHANGE TRADED FD256.8K shares13.34%2026-06-302026-08-06

SOXX ISHARES TR8.1K shares3.69%2026-06-302026-08-06

TIP ISHARES TR44.8K shares-26.03%2026-06-302026-08-06

GTO INVESCO ACTIVELY MANAGED EXC104.4K shares-26.32%2026-06-302026-08-06

HYG ISHARES TR59.8K shares-17.54%2026-06-302026-08-06

Sponsored

FALN ISHARES TR157.0K shares-14.74%2026-06-302026-08-06

EEM ISHARES TR61.0K sharesnew addition2026-06-302026-08-06

IAU ISHARES GOLD TR53.4K shares1.15%2026-06-302026-08-06

SNPE DBX ETF TR54.0K shares5.50%2026-06-302026-08-06

SNDK SANDISK CORP1.6K shares0.44%2026-06-302026-08-06

UTWO RBB FD INC73.2K shares24.28%2026-06-302026-08-06

EMB ISHARES TR36.2K shares-22.95%2026-06-302026-08-06

UMI USCF ETF TR57.5K shares8.96%2026-06-302026-08-06

Sponsored

BROADCOM INC BROADCOM INC8.7K shares12.37%2026-06-302026-08-06

AAPL APPLE INC10.3K shares5.45%2026-06-302026-08-06

MUB ISHARES TR25.9K shares-22.76%2026-06-302026-08-06

JPLD J P MORGAN EXCHANGE TRADED F53.3K sharesnew addition2026-06-302026-08-06

AIRR FIRST TR EXCHANGE TRADED FD20.1K shares14.43%2026-06-302026-08-06

LQDB ISHARES TR30.2K shares12.25%2026-06-302026-08-06

AMZN AMAZON COM INC10.8K shares-0.48%2026-06-302026-08-06

CMBS ISHARES TR52.7K shares-25.64%2026-06-302026-08-06

Sponsored

AVUV AMERICAN CENTY ETF TR19.4K shares5.78%2026-06-302026-08-06

BOND PIMCO ETF TR26.1K shares-28.05%2026-06-302026-08-06

TBG EA SERIES TRUST65.1K shares7.62%2026-06-302026-08-06

AVDV AMERICAN CENTY ETF TR22.6K shares1.26%2026-06-302026-08-06

BSMU INVESCO EXCH TRD SLF IDX FD103.7K shares0.00%2026-06-302026-08-06

AAXJ ISHARES TR18.6K shares87.39%2026-06-302026-08-06

TACK CAPITOL SER TR63.7K shares3.39%2026-06-302026-08-06

DBEF DBX ETF TR34.3K shares21.64%2026-06-302026-08-06

Sponsored

CISCO SYS INC CISCO SYS INC15.5K shares-1.89%2026-06-302026-08-06

VRT VERTIV HOLDINGS CO5.2K shares-1.03%2026-06-302026-08-06

VCSH VANGUARD SCOTTSDALE FDS21.9K shares-25.50%2026-06-302026-08-06

GLD SPDR GOLD TR4.5K shares1.36%2026-06-302026-08-06

FANG DIAMONDBACK ENERGY INC9.5K shares0.01%2026-06-302026-08-06

PHYS SPROTT ASSET MANAGEMENT LP54.5K shares0.00%2026-06-302026-08-06

TXN TEXAS INSTRS INC5.5K shares-3.83%2026-06-302026-08-06

AVIV AMERICAN CENTY ETF TR19.8K shares19.82%2026-06-302026-08-06

Sponsored

ZALT INNOVATOR ETFS TRUST45.3K shares-8.20%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP10.9K shares15.77%2026-06-302026-08-06

CVX CHEVRON CORPORATION8.3K shares299.33%2026-06-302026-08-06

SCHG SCHWAB STRATEGIC TR39.6K shares-0.20%2026-06-302026-08-06

GOOGL ALPHABET INC3.4K shares-1.21%2026-06-302026-08-06

SCHD SCHWAB STRATEGIC TR36.7K shares-1.36%2026-06-302026-08-06

COWZ PACER FDS TR18.5K shares-23.36%2026-06-302026-08-06

TSLA TESLA INC2.6K shares2.76%2026-06-302026-08-06

Sponsored

IFRA ISHARES TR16.5K shares8.02%2026-06-302026-08-06

SPUU DIREXION SHARES ETF TRUST4.7K shares-1.35%2026-06-302026-08-06

VBND ETF SER SOLUTIONS22.7K shares11.04%2026-06-302026-08-06

ZJAN INNOVATOR ETFS TRUST34.8K shares0.00%2026-06-302026-08-06

PULS PGIM ETF TR19.0K shares-3.35%2026-06-302026-08-06

OPER ETF SER SOLUTIONS9.4K shares-6.02%2026-06-302026-08-06

ISHARES TR ISHARES TR1.2K shares15.46%2026-06-302026-08-06

BSCS INVESCO EXCH TRD SLF IDX FD44.9K shares3.84%2026-06-302026-08-06

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.8K shares-3.77%2026-06-302026-08-06

PCAR PACCAR INC7.6K shares0.00%2026-06-302026-08-06

MSFT MICROSOFT CORP2.3K shares-0.30%2026-06-302026-08-06

WEA WESTERN ASSET PREMIER BD FD80.0K shares-7.65%2026-06-302026-08-06

XLV SELECT SECTOR SPDR TR5.1K shares2.10%2026-06-302026-08-06

VMI VALMONT INDS INC1.4K sharesnew addition2026-06-302026-08-06

TMB THORNBURG ETF TR30.7K sharesnew addition2026-06-302026-08-06

VANECK ETF TRUST VANECK ETF TRUST9.9K shares0.51%2026-06-302026-08-06

Sponsored

AVLV AMERICAN CENTY ETF TR8.0K sharesnew addition2026-06-302026-08-06

TJX TJX COS INC NEW4.4K shares-1.49%2026-06-302026-08-06

IUSB ISHARES TR13.7K shares-31.99%2026-06-302026-08-06

SHV ISHARES TR5.6K shares6.75%2026-06-302026-08-06

MODG CALLAWAY GOLF CO32.5K shares-0.37%2026-06-302026-08-06

DUK DUKE ENERGY CORP NEW4.8K sharesnew addition2026-06-302026-08-06

PJAN INNOVATOR ETFS TRUST12.2K shares-5.46%2026-06-302026-08-06

BSCR INVESCO EXCH TRD SLF IDX FD29.5K shares-0.86%2026-06-302026-08-06

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.8K shares-0.37%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC979 shares-10.10%2026-06-302026-08-06

BSCT INVESCO EXCH TRD SLF IDX FD29.7K shares2.78%2026-06-302026-08-06

DELL DELL TECHNOLOGIES INC1.2K sharesnew addition2026-06-302026-08-06

ABBVIE INC ABBVIE INC2.0K shares-18.12%2026-06-302026-08-06

ECL ECOLAB INC1.6K shares-5.76%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC751 sharesnew addition2026-06-302026-08-06

CAT CATERPILLAR INC403 sharesnew addition2026-06-302026-08-06

Sponsored

ISHARES TR ISHARES TR4.3K shares-7.56%2026-06-302026-08-06

AOA ISHARES TR4.3K shares15.94%2026-06-302026-08-06

EVR EVERCORE INC1.2K shares-2.47%2026-06-302026-08-06

DGRO ISHARES TR5.3K shares-4.29%2026-06-302026-08-06

MIRM MIRUM PHARMACEUTICALS INC3.4K sharesnew addition2026-06-302026-08-06

AOK ISHARES TR9.4K shares0.00%2026-06-302026-08-06

PVAL PUTNAM ETF TRUST7.4K sharesnew addition2026-06-302026-08-06

XAR SPDR SERIES TRUST1.3K shares27.94%2026-06-302026-08-06

Sponsored

GOOG ALPHABET INC1.0K shares43.03%2026-06-302026-08-06

VIDI ETF SER SOLUTIONS9.2K shares47.07%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC310 sharesnew addition2026-06-302026-08-06

ENB ENBRIDGE INC6.5K sharesnew addition2026-06-302026-08-06

C CITIGROUP INC2.5K sharesnew addition2026-06-302026-08-06

BSCQ INVESCO EXCH TRD SLF IDX FD17.0K shares-4.93%2026-06-302026-08-06

ZAPR INNOVATOR ETFS TRUST12.3K sharesnew addition2026-06-302026-08-06

COP CONOCOPHILLIPS3.0K shares0.99%2026-06-302026-08-06

Sponsored

BSCU INVESCO EXCH TRD SLF IDX FD18.7K shares16.32%2026-06-302026-08-06

CAMT CAMTEK LTD1.9K sharesnew addition2026-06-302026-08-06

PEP PEPSICO INC2.3K shares0.84%2026-06-302026-08-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL317 sharesnew addition2026-06-302026-08-06

LLY ELI LILLY & CO255 shares-16.94%2026-06-302026-08-06

EPD ENTERPRISE PRODS PARTNERS L8.1K shares-5.78%2026-06-302026-08-06

HPE HEWLETT PACKARD ENTERPRISE C6.6K sharesnew addition2026-06-302026-08-06

DE DEERE & CO468 shares0.00%2026-06-302026-08-06

Sponsored

KO COCA COLA CO3.6K shares5.33%2026-06-302026-08-06

BSJQ INVESCO EXCH TRD SLF IDX FD12.7K shares-0.66%2026-06-302026-08-06

ZSEP INNOVATOR ETFS TRUST10.4K shares-0.67%2026-06-302026-08-06

WPC WP CAREY INC3.9K shares0.00%2026-06-302026-08-06

TPL TEXAS PACIFIC LAND CORPORATI629 shares0.00%2026-06-302026-08-06

ZFEB INNOVATOR ETFS TRUST10.5K shares0.00%2026-06-302026-08-06

PANW PALO ALTO NETWORKS INC799 sharesnew addition2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION287 shares9.13%2026-06-302026-08-06

Sponsored

IWM ISHARES TR885 shares0.00%2026-06-302026-08-06

IGSB ISHARES TR5.1K shares0.26%2026-06-302026-08-06

TNK TEEKAY TANKERS LTD4.0K shares-1.32%2026-06-302026-08-06

AOR ISHARES TR3.4K shares0.00%2026-06-302026-08-06

BSJR INVESCO EXCH TRD SLF IDX FD10.4K shares-6.73%2026-06-302026-08-06

CL COLGATE PALMOLIVE CO2.4K shares0.00%2026-06-302026-08-06

PFF ISHARES TR7.0K shares0.00%2026-06-302026-08-06

MO ALTRIA GROUP INC2.9K sharesnew addition2026-06-302026-08-06

Sponsored

ACWX ISHARES TR2.8K sharesnew addition2026-06-302026-08-06

SHY ISHARES TR2.5K shares-4.59%2026-06-302026-08-06

SHYG ISHARES TR4.8K shares-7.13%2026-06-302026-08-06

IJK ISHARES TR1.7K sharesnew addition2026-06-302026-08-06

VIRTUIX HOLDINGS INC. VIRTUIX HOLDINGS INC.48.3K shares0.00%2026-06-302026-08-06

UIS UNISYS CORP32.9K shares0.00%2026-06-302026-08-06

DBI DESIGNER BRANDS INC11.6K sharesnew addition2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T

23002.76%

Shares601.8K

Event2026-06-30

Filed2026-08-06

SPXL

DIREXION SHARES ETF TRUST

82.47%

Shares176.2K

Event2026-06-30

Filed2026-08-06

VCIT

VANGUARD SCOTTSDALE FDS

1.69%

Shares277.4K

Event2026-06-30

Filed2026-08-06

JPST

J P MORGAN EXCHANGE TRADED F

-13.07%

Shares240.1K

Event2026-06-30

Filed2026-08-06

LQD

ISHARES TR

-23.75%

Shares106.5K

Event2026-06-30

Filed2026-08-06

FORD MTR CO

1268.61%

Shares647.8K

Event2026-06-30

Filed2026-08-06

FBND

FIDELITY MERRIMACK STR TR

-22.60%

Shares195.8K

Event2026-06-30

Filed2026-08-06

JBND

J P MORGAN EXCHANGE TRADED F

11.33%

Shares136.5K

Event2026-06-30

Filed2026-08-06

UITB

VICTORY PORTFOLIOS II

11.48%

Shares152.1K

Event2026-06-30

Filed2026-08-06

IEF

ISHARES TR

-6.14%

Shares68.1K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

2.47%

Shares28.5K

Event2026-06-30

Filed2026-08-06

PRINCIPAL EXCHANGE TRADED FD

13.34%

Shares256.8K

Event2026-06-30

Filed2026-08-06

SOXX

ISHARES TR

3.69%

Shares8.1K

Event2026-06-30

Filed2026-08-06

TIP

ISHARES TR

-26.03%

Shares44.8K

Event2026-06-30

Filed2026-08-06

GTO

INVESCO ACTIVELY MANAGED EXC

-26.32%

Shares104.4K

Event2026-06-30

Filed2026-08-06

HYG

ISHARES TR

-17.54%

Shares59.8K

Event2026-06-30

Filed2026-08-06

FALN

ISHARES TR

-14.74%

Shares157.0K

Event2026-06-30

Filed2026-08-06

EEM

ISHARES TR

New

Shares61.0K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR

1.15%

Shares53.4K

Event2026-06-30

Filed2026-08-06

SNPE

DBX ETF TR

5.50%

Shares54.0K

Event2026-06-30

Filed2026-08-06

SNDK

SANDISK CORP

0.44%

Shares1.6K

Event2026-06-30

Filed2026-08-06

UTWO

RBB FD INC

24.28%

Shares73.2K

Event2026-06-30

Filed2026-08-06

EMB

ISHARES TR

-22.95%

Shares36.2K

Event2026-06-30

Filed2026-08-06

UMI

USCF ETF TR

8.96%

Shares57.5K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

12.37%

Shares8.7K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

5.45%

Shares10.3K

Event2026-06-30

Filed2026-08-06

MUB

ISHARES TR

-22.76%

Shares25.9K

Event2026-06-30

Filed2026-08-06

JPLD

J P MORGAN EXCHANGE TRADED F

New

Shares53.3K

Event2026-06-30

Filed2026-08-06

AIRR

FIRST TR EXCHANGE TRADED FD

14.43%

Shares20.1K

Event2026-06-30

Filed2026-08-06

LQDB

ISHARES TR

12.25%

Shares30.2K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

-0.48%

Shares10.8K

Event2026-06-30

Filed2026-08-06

CMBS

ISHARES TR

-25.64%

Shares52.7K

Event2026-06-30

Filed2026-08-06

AVUV

AMERICAN CENTY ETF TR

5.78%

Shares19.4K

Event2026-06-30

Filed2026-08-06

BOND

PIMCO ETF TR

-28.05%

Shares26.1K

Event2026-06-30

Filed2026-08-06

TBG

EA SERIES TRUST

7.62%

Shares65.1K

Event2026-06-30

Filed2026-08-06

AVDV

AMERICAN CENTY ETF TR

1.26%

Shares22.6K

Event2026-06-30

Filed2026-08-06

BSMU

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares103.7K

Event2026-06-30

Filed2026-08-06

AAXJ

ISHARES TR

87.39%

Shares18.6K

Event2026-06-30

Filed2026-08-06

TACK

CAPITOL SER TR

3.39%

Shares63.7K

Event2026-06-30

Filed2026-08-06

DBEF

DBX ETF TR

21.64%

Shares34.3K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

-1.89%

Shares15.5K

Event2026-06-30

Filed2026-08-06

VRT

VERTIV HOLDINGS CO

-1.03%

Shares5.2K

Event2026-06-30

Filed2026-08-06

VCSH

VANGUARD SCOTTSDALE FDS

-25.50%

Shares21.9K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

1.36%

Shares4.5K

Event2026-06-30

Filed2026-08-06

FANG

DIAMONDBACK ENERGY INC

0.01%

Shares9.5K

Event2026-06-30

Filed2026-08-06

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares54.5K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

-3.83%

Shares5.5K

Event2026-06-30

Filed2026-08-06

AVIV

AMERICAN CENTY ETF TR

19.82%

Shares19.8K

Event2026-06-30

Filed2026-08-06

ZALT

INNOVATOR ETFS TRUST

-8.20%

Shares45.3K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

15.77%

Shares10.9K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

299.33%

Shares8.3K

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB STRATEGIC TR

-0.20%

Shares39.6K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-1.21%

Shares3.4K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

-1.36%

Shares36.7K

Event2026-06-30

Filed2026-08-06

COWZ

PACER FDS TR

-23.36%

Shares18.5K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

2.76%

Shares2.6K

Event2026-06-30

Filed2026-08-06

IFRA

ISHARES TR

8.02%

Shares16.5K

Event2026-06-30

Filed2026-08-06

SPUU

DIREXION SHARES ETF TRUST

-1.35%

Shares4.7K

Event2026-06-30

Filed2026-08-06

VBND

ETF SER SOLUTIONS

11.04%

Shares22.7K

Event2026-06-30

Filed2026-08-06

ZJAN

INNOVATOR ETFS TRUST

0.00%

Shares34.8K

Event2026-06-30

Filed2026-08-06

PULS

PGIM ETF TR

-3.35%

Shares19.0K

Event2026-06-30

Filed2026-08-06

OPER

ETF SER SOLUTIONS

-6.02%

Shares9.4K

Event2026-06-30

Filed2026-08-06

ISHARES TR

15.46%

Shares1.2K

Event2026-06-30

Filed2026-08-06

BSCS

INVESCO EXCH TRD SLF IDX FD

3.84%

Shares44.9K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

-3.77%

Shares2.8K

Event2026-06-30

Filed2026-08-06

PCAR

PACCAR INC

0.00%

Shares7.6K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-0.30%

Shares2.3K

Event2026-06-30

Filed2026-08-06

WEA

WESTERN ASSET PREMIER BD FD

-7.65%

Shares80.0K

Event2026-06-30

Filed2026-08-06

XLV

SELECT SECTOR SPDR TR

2.10%

Shares5.1K

Event2026-06-30

Filed2026-08-06

VMI

VALMONT INDS INC

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

TMB

THORNBURG ETF TR

New

Shares30.7K

Event2026-06-30

Filed2026-08-06

VANECK ETF TRUST

0.51%

Shares9.9K

Event2026-06-30

Filed2026-08-06

AVLV

AMERICAN CENTY ETF TR

New

Shares8.0K

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

-1.49%

Shares4.4K

Event2026-06-30

Filed2026-08-06

IUSB

ISHARES TR

-31.99%

Shares13.7K

Event2026-06-30

Filed2026-08-06

SHV

ISHARES TR

6.75%

Shares5.6K

Event2026-06-30

Filed2026-08-06

MODG

CALLAWAY GOLF CO

-0.37%

Shares32.5K

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

New

Shares4.8K

Event2026-06-30

Filed2026-08-06

PJAN

INNOVATOR ETFS TRUST

-5.46%

Shares12.2K

Event2026-06-30

Filed2026-08-06

BSCR

INVESCO EXCH TRD SLF IDX FD

-0.86%

Shares29.5K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

-0.37%

Shares4.8K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

-10.10%

Shares979

Event2026-06-30

Filed2026-08-06

BSCT

INVESCO EXCH TRD SLF IDX FD

2.78%

Shares29.7K

Event2026-06-30

Filed2026-08-06

DELL

DELL TECHNOLOGIES INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

-18.12%

Shares2.0K

Event2026-06-30

Filed2026-08-06

ECL

ECOLAB INC

-5.76%

Shares1.6K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

New

Shares751

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

New

Shares403

Event2026-06-30

Filed2026-08-06

ISHARES TR

-7.56%

Shares4.3K

Event2026-06-30

Filed2026-08-06

AOA

ISHARES TR

15.94%

Shares4.3K

Event2026-06-30

Filed2026-08-06

EVR

EVERCORE INC

-2.47%

Shares1.2K

Event2026-06-30

Filed2026-08-06

DGRO

ISHARES TR

-4.29%

Shares5.3K

Event2026-06-30

Filed2026-08-06

MIRM

MIRUM PHARMACEUTICALS INC

New

Shares3.4K

Event2026-06-30

Filed2026-08-06

AOK

ISHARES TR

0.00%

Shares9.4K

Event2026-06-30

Filed2026-08-06

PVAL

PUTNAM ETF TRUST

New

Shares7.4K

Event2026-06-30

Filed2026-08-06

XAR

SPDR SERIES TRUST

27.94%

Shares1.3K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

43.03%

Shares1.0K

Event2026-06-30

Filed2026-08-06

VIDI

ETF SER SOLUTIONS

47.07%

Shares9.2K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

New

Shares310

Event2026-06-30

Filed2026-08-06

ENB

ENBRIDGE INC

New

Shares6.5K

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

New

Shares2.5K

Event2026-06-30

Filed2026-08-06

BSCQ

INVESCO EXCH TRD SLF IDX FD

-4.93%

Shares17.0K

Event2026-06-30

Filed2026-08-06

ZAPR

INNOVATOR ETFS TRUST

New

Shares12.3K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

0.99%

Shares3.0K

Event2026-06-30

Filed2026-08-06

BSCU

INVESCO EXCH TRD SLF IDX FD

16.32%

Shares18.7K

Event2026-06-30

Filed2026-08-06

CAMT

CAMTEK LTD

New

Shares1.9K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

0.84%

Shares2.3K

Event2026-06-30

Filed2026-08-06

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares317

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

-16.94%

Shares255

Event2026-06-30

Filed2026-08-06

EPD

ENTERPRISE PRODS PARTNERS L

-5.78%

Shares8.1K

Event2026-06-30

Filed2026-08-06

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares6.6K

Event2026-06-30

Filed2026-08-06

DEERE & CO

0.00%

Shares468

Event2026-06-30

Filed2026-08-06

COCA COLA CO

5.33%

Shares3.6K

Event2026-06-30

Filed2026-08-06

BSJQ

INVESCO EXCH TRD SLF IDX FD

-0.66%

Shares12.7K

Event2026-06-30

Filed2026-08-06

ZSEP

INNOVATOR ETFS TRUST

-0.67%

Shares10.4K

Event2026-06-30

Filed2026-08-06

WPC

WP CAREY INC

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-06

TPL

TEXAS PACIFIC LAND CORPORATI

0.00%

Shares629

Event2026-06-30

Filed2026-08-06

ZFEB

INNOVATOR ETFS TRUST

0.00%

Shares10.5K

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

New

Shares799

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

9.13%

Shares287

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

0.00%

Shares885

Event2026-06-30

Filed2026-08-06

IGSB

ISHARES TR

0.26%

Shares5.1K

Event2026-06-30

Filed2026-08-06

TNK

TEEKAY TANKERS LTD

-1.32%

Shares4.0K

Event2026-06-30

Filed2026-08-06

AOR

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-06

BSJR

INVESCO EXCH TRD SLF IDX FD

-6.73%

Shares10.4K

Event2026-06-30

Filed2026-08-06

COLGATE PALMOLIVE CO

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-06

PFF

ISHARES TR

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

New

Shares2.9K

Event2026-06-30

Filed2026-08-06

ACWX

ISHARES TR

New

Shares2.8K

Event2026-06-30

Filed2026-08-06

SHY

ISHARES TR

-4.59%

Shares2.5K

Event2026-06-30

Filed2026-08-06

SHYG

ISHARES TR

-7.13%

Shares4.8K

Event2026-06-30

Filed2026-08-06

IJK

ISHARES TR

New

Shares1.7K

Event2026-06-30

Filed2026-08-06

VIRTUIX HOLDINGS INC.

0.00%

Shares48.3K

Event2026-06-30

Filed2026-08-06

UIS

UNISYS CORP

0.00%

Shares32.9K

Event2026-06-30

Filed2026-08-06

DBI

DESIGNER BRANDS INC

New

Shares11.6K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available