Sponsored

The Analysis of International Private Wealth Advisors LLC's Holdings & P&L

Currently, International Private Wealth Advisors LLC holds 160 types of securities in its portfolio with a total value $194.3M. In the most recent quarter, they have increased their positions in MBB (+32.8K shares, valued at $3.1M), TLT (+23.6K shares, valued at $2.0M), VRT (+4.2K shares, valued at $1.4M); decreased their positions in BRK.B (-2.8K shares, valued at $1.4M), IEI (-10.8K shares, valued at $1.3M), SPDW (-14.7K shares, valued at $743.0K); initiated new positions in VRT (+4.2K shares, valued at $1.4M), BXSL (+39.3K shares, valued at $931.7K), KMB (+7.0K shares, valued at $765.3K).

1M P&L

+941.9K+0.60%

3M P&L

+5.1M+3.31%

HY P&L

+10.3M+6.93%

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/A98.1M

62.2%

2Consumer Electronics5.9M

3.7%

3Internet Retail5.2M

3.3%

Top Industries by Stock Count

1N/A71 stocks

50.4%

2Utilities - Regulated Electric10 stocks

7.1%

3Banks - Regional7 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T15.5K shares3.14%2026-06-302026-08-07

DFAU DIMENSIONAL ETF TRUST187.1K shares0.60%2026-06-302026-08-07

TLT ISHARES TR85.1K shares38.33%2026-06-302026-08-07

AAPL APPLE INC20.4K shares17.76%2026-06-302026-08-07

MBB ISHARES TR57.0K shares135.92%2026-06-302026-08-07

AMZN AMAZON COM INC21.8K shares14.35%2026-06-302026-08-07

SPDW SPDR INDEX SHS FDS97.7K shares-13.11%2026-06-302026-08-07

DFGP DIMENSIONAL ETF TRUST85.9K shares2.05%2026-06-302026-08-07

Sponsored

XLSR SSGA ACTIVE TR68.5K shares-2.16%2026-06-302026-08-07

MSFT MICROSOFT CORP11.8K shares40.96%2026-06-302026-08-07

NVDA NVIDIA CORPORATION21.4K shares33.09%2026-06-302026-08-07

SPDR SERIES TRUST SPDR SERIES TRUST48.5K shares1.84%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.5K shares20.91%2026-06-302026-08-07

DFCF DIMENSIONAL ETF TRUST97.9K shares2.75%2026-06-302026-08-07

IEI ISHARES TR31.5K shares-25.62%2026-06-302026-08-07

CERY SPDR SERIES TRUST109.4K shares-0.62%2026-06-302026-08-07

Sponsored

ABBVIE INC ABBVIE INC14.4K shares38.21%2026-06-302026-08-07

GOOG ALPHABET INC9.9K shares13.11%2026-06-302026-08-07

LLY ELI LILLY & CO2.5K shares11.26%2026-06-302026-08-07

QQQ INVESCO QQQ TR3.6K shares-0.06%2026-06-302026-08-07

DFAT DIMENSIONAL ETF TRUST35.0K shares0.71%2026-06-302026-08-07

DUHP DIMENSIONAL ETF TRUST56.3K shares1.18%2026-06-302026-08-07

SPEM SPDR INDEX SHS FDS45.0K shares5.92%2026-06-302026-08-07

DFAI DIMENSIONAL ETF TRUST52.6K shares1.09%2026-06-302026-08-07

Sponsored

IJR ISHARES TR14.3K shares1.44%2026-06-302026-08-07

SPAB SPDR SERIES TRUST77.2K shares-6.35%2026-06-302026-08-07

BROADCOM INC BROADCOM INC5.2K shares247.54%2026-06-302026-08-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC16.7K shares106.46%2026-06-302026-08-07

DYFI ETF OPPORTUNITIES TRUST82.7K shares-2.54%2026-06-302026-08-07

FISR SSGA ACTIVE TR71.8K shares-15.25%2026-06-302026-08-07

ISHARES TR ISHARES TR18.1K shares111.17%2026-06-302026-08-07

RTX CORPORATION RTX CORPORATION9.4K shares197.97%2026-06-302026-08-07

Sponsored

IEMG ISHARES INC21.1K shares4.75%2026-06-302026-08-07

IJH ISHARES TR22.3K shares-1.51%2026-06-302026-08-07

GEV GE VERNOVA INC1.5K shares-12.74%2026-06-302026-08-07

VZ VERIZON COMMUNICATIONS INC40.3K shares19.05%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.8K shares62.17%2026-06-302026-08-07

WMT WALMART INC13.2K shares28.82%2026-06-302026-08-07

GLD SPDR GOLD TR3.9K shares5.40%2026-06-302026-08-07

VRT VERTIV HOLDINGS CO4.2K sharesnew addition2026-06-302026-08-07

Sponsored

AEP AMERICAN ELEC PWR CO INC10.2K shares221.84%2026-06-302026-08-07

OKE ONEOK INC NEW15.9K shares397.01%2026-06-302026-08-07

BLK BLACKROCK INC1.3K shares23.01%2026-06-302026-08-07

SPTL SPDR SERIES TRUST46.0K shares15.67%2026-06-302026-08-07

SPSM SPDR SERIES TRUST17.3K shares-5.61%2026-06-302026-08-07

JNK SPDR SERIES TRUST10.3K shares148.11%2026-06-302026-08-07

BXSL BLACKSTONE SECD LENDING FD39.3K sharesnew addition2026-06-302026-08-07

KMI KINDER MORGAN INC DEL29.1K shares11.84%2026-06-302026-08-07

Sponsored

META PLATFORMS INC META PLATFORMS INC1.6K shares-3.63%2026-06-302026-08-07

SHY ISHARES TR10.7K shares159.43%2026-06-302026-08-07

DFEV DIMENSIONAL ETF TRUST20.1K shares0.02%2026-06-302026-08-07

SCHX SCHWAB STRATEGIC TR28.7K shares-0.28%2026-06-302026-08-07

DFAE DIMENSIONAL ETF TRUST20.4K shares0.16%2026-06-302026-08-07

ALLW SSGA ACTIVE TR28.0K shares-1.18%2026-06-302026-08-07

KMB KIMBERLY-CLARK CORP7.0K sharesnew addition2026-06-302026-08-07

SPMD SPDR SERIES TRUST11.0K shares-3.52%2026-06-302026-08-07

Sponsored

IEF ISHARES TR7.8K shares83.54%2026-06-302026-08-07

TSLA TESLA INC1.7K shares1.63%2026-06-302026-08-07

DFIV DIMENSIONAL ETF TRUST13.1K shares0.89%2026-06-302026-08-07

IBIT ISHARES BITCOIN TRUST ETF21.2K shares-1.00%2026-06-302026-08-07

DIHP DIMENSIONAL ETF TRUST20.3K shares1.12%2026-06-302026-08-07

LQD ISHARES TR6.3K shares-10.34%2026-06-302026-08-07

BSV VANGUARD BD INDEX FDS8.8K shares-2.16%2026-06-302026-08-07

TIP ISHARES TR6.0K shares64.84%2026-06-302026-08-07

Sponsored

EMHC SPDR SERIES TRUST25.1K shares5.48%2026-06-302026-08-07

MO ALTRIA GROUP INC8.9K shares19.87%2026-06-302026-08-07

QUAL ISHARES TR2.8K shares-0.11%2026-06-302026-08-07

SRLN SSGA ACTIVE ETF TR15.3K shares6.21%2026-06-302026-08-07

SCHM SCHWAB STRATEGIC TR16.7K shares0.00%2026-06-302026-08-07

APLD APPLIED DIGITAL CORP16.4K sharesnew addition2026-06-302026-08-07

VCIT VANGUARD SCOTTSDALE FDS7.4K shares0.00%2026-06-302026-08-07

ISHARES TR ISHARES TR6.0K shares-1.78%2026-06-302026-08-07

Sponsored

TROW PRICE T ROWE GROUP INC5.1K shares-15.38%2026-06-302026-08-07

GWX SPDR INDEX SHS FDS12.9K shares2.14%2026-06-302026-08-07

PRU PRUDENTIAL FINL INC5.0K shares16.87%2026-06-302026-08-07

MDLZ MONDELEZ INTL INC9.0K sharesnew addition2026-06-302026-08-07

PFE PFIZER INC21.2K shares-1.01%2026-06-302026-08-07

URTY PROSHARES TR5.8K shares0.00%2026-06-302026-08-07

SCHC SCHWAB STRATEGIC TR10.3K shares0.24%2026-06-302026-08-07

CVX CHEVRON CORPORATION2.9K sharesnew addition2026-06-302026-08-07

Sponsored

WSO WATSCO INC1.1K sharesnew addition2026-06-302026-08-07

PKG PACKAGING CORP AMER2.0K sharesnew addition2026-06-302026-08-07

WEC WEC ENERGY GROUP INC4.0K shares0.28%2026-06-302026-08-07

HD HOME DEPOT INC1.3K shares-0.31%2026-06-302026-08-07

GIS GENERAL MILLS INC12.5K sharesnew addition2026-06-302026-08-07

SW SMURFIT WESTROCK PLC9.3K sharesnew addition2026-06-302026-08-07

SPLB SPDR SERIES TRUST19.2K shares-6.86%2026-06-302026-08-07

IQLT ISHARES TR8.6K shares-0.05%2026-06-302026-08-07

Sponsored

CMS CMS ENERGY CORP5.5K shares18.14%2026-06-302026-08-07

TGT TARGET CORP3.1K sharesnew addition2026-06-302026-08-07

DTD WISDOMTREE TR4.3K shares-3.86%2026-06-302026-08-07

HPQ HP INC17.9K shares61.72%2026-06-302026-08-07

IAU ISHARES GOLD TR5.2K shares23.79%2026-06-302026-08-07

F FORD MTR CO28.0K shares-29.97%2026-06-302026-08-07

PFG PRINCIPAL FINANCIAL GROUP IN3.6K shares-0.55%2026-06-302026-08-07

ES EVERSOURCE ENERGY5.4K shares1.45%2026-06-302026-08-07

Sponsored

CVS CVS HEALTH CORP3.7K shares-27.31%2026-06-302026-08-07

DOMINION ENERGY INC DOMINION ENERGY INC5.5K shares-24.30%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP2.7K shares-31.59%2026-06-302026-08-07

ORI OLD REP INTL CORP9.0K sharesnew addition2026-06-302026-08-07

LNT ALLIANT ENERGY CORP4.8K sharesnew addition2026-06-302026-08-07

USB US BANCORP6.0K shares-30.63%2026-06-302026-08-07

REET ISHARES TR13.1K shares2.35%2026-06-302026-08-07

DFSD DIMENSIONAL ETF TRUST7.6K shares10.73%2026-06-302026-08-07

Sponsored

XLF SELECT SECTOR SPDR TR6.7K shares-18.60%2026-06-302026-08-07

EMLC VANECK ETF TRUST14.0K shares7.73%2026-06-302026-08-07

LYB LYONDELLBASELL INDUSTRIES NV6.7K shares0.04%2026-06-302026-08-07

EIX EDISON INTL4.7K shares-1.70%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS939 shares-3.49%2026-06-302026-08-07

MET METLIFE INC4.1K sharesnew addition2026-06-302026-08-07

OGE OGE ENERGY CORP7.1K shares3.70%2026-06-302026-08-07

CFG CITIZENS FINL GROUP INC4.9K shares-38.45%2026-06-302026-08-07

Sponsored

DFAR DIMENSIONAL ETF TRUST13.0K shares0.83%2026-06-302026-08-07

GPC GENUINE PARTS CO2.9K shares10.65%2026-06-302026-08-07

ADM ARCHER DANIELS MIDLAND CO4.5K shares-44.95%2026-06-302026-08-07

CMCSA COMCAST CORP NEW13.8K sharesnew addition2026-06-302026-08-07

RF REGIONS FINANCIAL CORP NEW11.1K shares-29.97%2026-06-302026-08-07

EOG EOG RES INC2.6K sharesnew addition2026-06-302026-08-07

KO COCA COLA CO4.0K shares1.45%2026-06-302026-08-07

DFAC DIMENSIONAL ETF TRUST7.4K sharesnew addition2026-06-302026-08-07

Sponsored

TFC TRUIST FINL CORP6.6K shares-25.21%2026-06-302026-08-07

T AT&T INC15.7K shares-15.01%2026-06-302026-08-07

PNW PINNACLE WEST CAP CORP3.0K shares-1.27%2026-06-302026-08-07

HBAN HUNTINGTON BANCSHARES INC18.0K shares-19.49%2026-06-302026-08-07

KEY KEYCORP13.8K shares-39.47%2026-06-302026-08-07

VLO VALERO ENERGY CORP1.2K shares-52.44%2026-06-302026-08-07

GBTC GRAYSCALE BITCOIN TRUST ETF7.0K shares0.00%2026-06-302026-08-07

EXC EXELON CORP6.8K shares0.03%2026-06-302026-08-07

Sponsored

XLK SELECT SECTOR SPDR TR1.7K shares-23.16%2026-06-302026-08-07

DCOR DIMENSIONAL ETF TRUST3.8K sharesnew addition2026-06-302026-08-07

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC410 shares-42.42%2026-06-302026-08-07

NI NISOURCE INC6.5K sharesnew addition2026-06-302026-08-07

SCHP SCHWAB STRATEGIC TR11.7K shares9.72%2026-06-302026-08-07

DTE DTE ENERGY CO2.0K shares0.15%2026-06-302026-08-07

BIL SPDR SERIES TRUST3.3K shares-34.91%2026-06-302026-08-07

FNB F N B CORP15.8K sharesnew addition2026-06-302026-08-07

Sponsored

SWKS SKYWORKS SOLUTIONS INC4.4K shares-1.76%2026-06-302026-08-07

NKE NIKE INC7.3K shares1.19%2026-06-302026-08-07

PPL CORP PPL CORP8.2K shares-0.45%2026-06-302026-08-07

OMC OMNICOM GROUP INC4.0K shares-18.41%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC249 sharesnew addition2026-06-302026-08-07

SCHD SCHWAB STRATEGIC TR8.6K shares-6.13%2026-06-302026-08-07

QTUM ETF SER SOLUTIONS1.6K sharesnew addition2026-06-302026-08-07

ASML ASML HLDG NV132 sharesnew addition2026-06-302026-08-07

Sponsored

GRPM INVESCO EXCHANGE TRADED FD T2.0K shares-7.95%2026-06-302026-08-07

WFC WELLS FARGO & CO3.1K shares0.10%2026-06-302026-08-07

VISA INC VISA INC745 shares-10.56%2026-06-302026-08-07

ANGL VANECK ETF TRUST8.7K shares-2.74%2026-06-302026-08-07

GOOGL ALPHABET INC663 sharesnew addition2026-06-302026-08-07

APA CORPORATION APA CORPORATION7.3K sharesnew addition2026-06-302026-08-07

VUG VANGUARD INDEX FDS2.7K sharesnew addition2026-06-302026-08-07

WORLD GOLD TR WORLD GOLD TR2.9K shares-7.83%2026-06-302026-08-07

Sponsored

VGK VANGUARD INTL EQUITY INDEX F2.5K shares0.00%2026-06-302026-08-07

FBND FIDELITY MERRIMACK STR TR4.8K shares-0.29%2026-06-302026-08-07

RSPH INVESCO EXCHANGE TRADED FD T6.5K shares-3.80%2026-06-302026-08-07

SPTI SPDR SERIES TRUST7.3K shares0.00%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL412 shares-87.26%2026-06-302026-08-07

JPC NUVEEN PFD & INCOME OPPORTUN24.1K shares2.37%2026-06-302026-08-07

PHK PIMCO HIGH INCOME FD29.1K shares2.96%2026-06-302026-08-07

ERIC TELEFONAKTIEBOLAGET LM ERICS11.5K shares2.81%2026-06-302026-08-07

Sponsored

STATE STR SPDR S&P 500 ETF T

3.14%

Shares15.5K

Event2026-06-30

Filed2026-08-07

DFAU

DIMENSIONAL ETF TRUST

0.60%

Shares187.1K

Event2026-06-30

Filed2026-08-07

TLT

ISHARES TR

38.33%

Shares85.1K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

17.76%

Shares20.4K

Event2026-06-30

Filed2026-08-07

MBB

ISHARES TR

135.92%

Shares57.0K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

14.35%

Shares21.8K

Event2026-06-30

Filed2026-08-07

SPDW

SPDR INDEX SHS FDS

-13.11%

Shares97.7K

Event2026-06-30

Filed2026-08-07

DFGP

DIMENSIONAL ETF TRUST

2.05%

Shares85.9K

Event2026-06-30

Filed2026-08-07

XLSR

SSGA ACTIVE TR

-2.16%

Shares68.5K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

40.96%

Shares11.8K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

33.09%

Shares21.4K

Event2026-06-30

Filed2026-08-07

SPDR SERIES TRUST

1.84%

Shares48.5K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

20.91%

Shares4.5K

Event2026-06-30

Filed2026-08-07

DFCF

DIMENSIONAL ETF TRUST

2.75%

Shares97.9K

Event2026-06-30

Filed2026-08-07

IEI

ISHARES TR

-25.62%

Shares31.5K

Event2026-06-30

Filed2026-08-07

CERY

SPDR SERIES TRUST

-0.62%

Shares109.4K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

38.21%

Shares14.4K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

13.11%

Shares9.9K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

11.26%

Shares2.5K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

-0.06%

Shares3.6K

Event2026-06-30

Filed2026-08-07

DFAT

DIMENSIONAL ETF TRUST

0.71%

Shares35.0K

Event2026-06-30

Filed2026-08-07

DUHP

DIMENSIONAL ETF TRUST

1.18%

Shares56.3K

Event2026-06-30

Filed2026-08-07

SPEM

SPDR INDEX SHS FDS

5.92%

Shares45.0K

Event2026-06-30

Filed2026-08-07

DFAI

DIMENSIONAL ETF TRUST

1.09%

Shares52.6K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES TR

1.44%

Shares14.3K

Event2026-06-30

Filed2026-08-07

SPAB

SPDR SERIES TRUST

-6.35%

Shares77.2K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

247.54%

Shares5.2K

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES INC

106.46%

Shares16.7K

Event2026-06-30

Filed2026-08-07

DYFI

ETF OPPORTUNITIES TRUST

-2.54%

Shares82.7K

Event2026-06-30

Filed2026-08-07

FISR

SSGA ACTIVE TR

-15.25%

Shares71.8K

Event2026-06-30

Filed2026-08-07

ISHARES TR

111.17%

Shares18.1K

Event2026-06-30

Filed2026-08-07

RTX CORPORATION

197.97%

Shares9.4K

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES INC

4.75%

Shares21.1K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

-1.51%

Shares22.3K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

-12.74%

Shares1.5K

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

19.05%

Shares40.3K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

62.17%

Shares4.8K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

28.82%

Shares13.2K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

5.40%

Shares3.9K

Event2026-06-30

Filed2026-08-07

VRT

VERTIV HOLDINGS CO

New

Shares4.2K

Event2026-06-30

Filed2026-08-07

AEP

AMERICAN ELEC PWR CO INC

221.84%

Shares10.2K

Event2026-06-30

Filed2026-08-07

OKE

ONEOK INC NEW

397.01%

Shares15.9K

Event2026-06-30

Filed2026-08-07

BLK

BLACKROCK INC

23.01%

Shares1.3K

Event2026-06-30

Filed2026-08-07

SPTL

SPDR SERIES TRUST

15.67%

Shares46.0K

Event2026-06-30

Filed2026-08-07

SPSM

SPDR SERIES TRUST

-5.61%

Shares17.3K

Event2026-06-30

Filed2026-08-07

JNK

SPDR SERIES TRUST

148.11%

Shares10.3K

Event2026-06-30

Filed2026-08-07

BXSL

BLACKSTONE SECD LENDING FD

New

Shares39.3K

Event2026-06-30

Filed2026-08-07

KMI

KINDER MORGAN INC DEL

11.84%

Shares29.1K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

-3.63%

Shares1.6K

Event2026-06-30

Filed2026-08-07

SHY

ISHARES TR

159.43%

Shares10.7K

Event2026-06-30

Filed2026-08-07

DFEV

DIMENSIONAL ETF TRUST

0.02%

Shares20.1K

Event2026-06-30

Filed2026-08-07

SCHX

SCHWAB STRATEGIC TR

-0.28%

Shares28.7K

Event2026-06-30

Filed2026-08-07

DFAE

DIMENSIONAL ETF TRUST

0.16%

Shares20.4K

Event2026-06-30

Filed2026-08-07

ALLW

SSGA ACTIVE TR

-1.18%

Shares28.0K

Event2026-06-30

Filed2026-08-07

KMB

KIMBERLY-CLARK CORP

New

Shares7.0K

Event2026-06-30

Filed2026-08-07

SPMD

SPDR SERIES TRUST

-3.52%

Shares11.0K

Event2026-06-30

Filed2026-08-07

IEF

ISHARES TR

83.54%

Shares7.8K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

1.63%

Shares1.7K

Event2026-06-30

Filed2026-08-07

DFIV

DIMENSIONAL ETF TRUST

0.89%

Shares13.1K

Event2026-06-30

Filed2026-08-07

IBIT

ISHARES BITCOIN TRUST ETF

-1.00%

Shares21.2K

Event2026-06-30

Filed2026-08-07

DIHP

DIMENSIONAL ETF TRUST

1.12%

Shares20.3K

Event2026-06-30

Filed2026-08-07

LQD

ISHARES TR

-10.34%

Shares6.3K

Event2026-06-30

Filed2026-08-07

BSV

VANGUARD BD INDEX FDS

-2.16%

Shares8.8K

Event2026-06-30

Filed2026-08-07

TIP

ISHARES TR

64.84%

Shares6.0K

Event2026-06-30

Filed2026-08-07

EMHC

SPDR SERIES TRUST

5.48%

Shares25.1K

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

19.87%

Shares8.9K

Event2026-06-30

Filed2026-08-07

QUAL

ISHARES TR

-0.11%

Shares2.8K

Event2026-06-30

Filed2026-08-07

SRLN

SSGA ACTIVE ETF TR

6.21%

Shares15.3K

Event2026-06-30

Filed2026-08-07

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares16.7K

Event2026-06-30

Filed2026-08-07

APLD

APPLIED DIGITAL CORP

New

Shares16.4K

Event2026-06-30

Filed2026-08-07

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares7.4K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-1.78%

Shares6.0K

Event2026-06-30

Filed2026-08-07

TROW

PRICE T ROWE GROUP INC

-15.38%

Shares5.1K

Event2026-06-30

Filed2026-08-07

GWX

SPDR INDEX SHS FDS

2.14%

Shares12.9K

Event2026-06-30

Filed2026-08-07

PRU

PRUDENTIAL FINL INC

16.87%

Shares5.0K

Event2026-06-30

Filed2026-08-07

MDLZ

MONDELEZ INTL INC

New

Shares9.0K

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

-1.01%

Shares21.2K

Event2026-06-30

Filed2026-08-07

URTY

PROSHARES TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-07

SCHC

SCHWAB STRATEGIC TR

0.24%

Shares10.3K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

New

Shares2.9K

Event2026-06-30

Filed2026-08-07

WSO

WATSCO INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-07

PKG

PACKAGING CORP AMER

New

Shares2.0K

Event2026-06-30

Filed2026-08-07

WEC

WEC ENERGY GROUP INC

0.28%

Shares4.0K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

-0.31%

Shares1.3K

Event2026-06-30

Filed2026-08-07

GIS

GENERAL MILLS INC

New

Shares12.5K

Event2026-06-30

Filed2026-08-07

SMURFIT WESTROCK PLC

New

Shares9.3K

Event2026-06-30

Filed2026-08-07

SPLB

SPDR SERIES TRUST

-6.86%

Shares19.2K

Event2026-06-30

Filed2026-08-07

IQLT

ISHARES TR

-0.05%

Shares8.6K

Event2026-06-30

Filed2026-08-07

CMS

CMS ENERGY CORP

18.14%

Shares5.5K

Event2026-06-30

Filed2026-08-07

TGT

TARGET CORP

New

Shares3.1K

Event2026-06-30

Filed2026-08-07

DTD

WISDOMTREE TR

-3.86%

Shares4.3K

Event2026-06-30

Filed2026-08-07

HPQ

HP INC

61.72%

Shares17.9K

Event2026-06-30

Filed2026-08-07

IAU

ISHARES GOLD TR

23.79%

Shares5.2K

Event2026-06-30

Filed2026-08-07

FORD MTR CO

-29.97%

Shares28.0K

Event2026-06-30

Filed2026-08-07

PFG

PRINCIPAL FINANCIAL GROUP IN

-0.55%

Shares3.6K

Event2026-06-30

Filed2026-08-07

EVERSOURCE ENERGY

1.45%

Shares5.4K

Event2026-06-30

Filed2026-08-07

CVS

CVS HEALTH CORP

-27.31%

Shares3.7K

Event2026-06-30

Filed2026-08-07

DOMINION ENERGY INC

-24.30%

Shares5.5K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

-31.59%

Shares2.7K

Event2026-06-30

Filed2026-08-07

ORI

OLD REP INTL CORP

New

Shares9.0K

Event2026-06-30

Filed2026-08-07

LNT

ALLIANT ENERGY CORP

New

Shares4.8K

Event2026-06-30

Filed2026-08-07

USB

US BANCORP

-30.63%

Shares6.0K

Event2026-06-30

Filed2026-08-07

REET

ISHARES TR

2.35%

Shares13.1K

Event2026-06-30

Filed2026-08-07

DFSD

DIMENSIONAL ETF TRUST

10.73%

Shares7.6K

Event2026-06-30

Filed2026-08-07

XLF

SELECT SECTOR SPDR TR

-18.60%

Shares6.7K

Event2026-06-30

Filed2026-08-07

EMLC

VANECK ETF TRUST

7.73%

Shares14.0K

Event2026-06-30

Filed2026-08-07

LYB

LYONDELLBASELL INDUSTRIES NV

0.04%

Shares6.7K

Event2026-06-30

Filed2026-08-07

EIX

EDISON INTL

-1.70%

Shares4.7K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-3.49%

Shares939

Event2026-06-30

Filed2026-08-07

MET

METLIFE INC

New

Shares4.1K

Event2026-06-30

Filed2026-08-07

OGE

OGE ENERGY CORP

3.70%

Shares7.1K

Event2026-06-30

Filed2026-08-07

CFG

CITIZENS FINL GROUP INC

-38.45%

Shares4.9K

Event2026-06-30

Filed2026-08-07

DFAR

DIMENSIONAL ETF TRUST

0.83%

Shares13.0K

Event2026-06-30

Filed2026-08-07

GPC

GENUINE PARTS CO

10.65%

Shares2.9K

Event2026-06-30

Filed2026-08-07

ADM

ARCHER DANIELS MIDLAND CO

-44.95%

Shares4.5K

Event2026-06-30

Filed2026-08-07

CMCSA

COMCAST CORP NEW

New

Shares13.8K

Event2026-06-30

Filed2026-08-07

REGIONS FINANCIAL CORP NEW

-29.97%

Shares11.1K

Event2026-06-30

Filed2026-08-07

EOG

EOG RES INC

New

Shares2.6K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

1.45%

Shares4.0K

Event2026-06-30

Filed2026-08-07

DFAC

DIMENSIONAL ETF TRUST

New

Shares7.4K

Event2026-06-30

Filed2026-08-07

TFC

TRUIST FINL CORP

-25.21%

Shares6.6K

Event2026-06-30

Filed2026-08-07

AT&T INC

-15.01%

Shares15.7K

Event2026-06-30

Filed2026-08-07

PNW

PINNACLE WEST CAP CORP

-1.27%

Shares3.0K

Event2026-06-30

Filed2026-08-07

HBAN

HUNTINGTON BANCSHARES INC

-19.49%

Shares18.0K

Event2026-06-30

Filed2026-08-07

KEY

KEYCORP

-39.47%

Shares13.8K

Event2026-06-30

Filed2026-08-07

VLO

VALERO ENERGY CORP

-52.44%

Shares1.2K

Event2026-06-30

Filed2026-08-07

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-07

EXC

EXELON CORP

0.03%

Shares6.8K

Event2026-06-30

Filed2026-08-07

XLK

SELECT SECTOR SPDR TR

-23.16%

Shares1.7K

Event2026-06-30

Filed2026-08-07

DCOR

DIMENSIONAL ETF TRUST

New

Shares3.8K

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC

-42.42%

Shares410

Event2026-06-30

Filed2026-08-07

NISOURCE INC

New

Shares6.5K

Event2026-06-30

Filed2026-08-07

SCHP

SCHWAB STRATEGIC TR

9.72%

Shares11.7K

Event2026-06-30

Filed2026-08-07

DTE

DTE ENERGY CO

0.15%

Shares2.0K

Event2026-06-30

Filed2026-08-07

BIL

SPDR SERIES TRUST

-34.91%

Shares3.3K

Event2026-06-30

Filed2026-08-07

FNB

F N B CORP

New

Shares15.8K

Event2026-06-30

Filed2026-08-07

SWKS

SKYWORKS SOLUTIONS INC

-1.76%

Shares4.4K

Event2026-06-30

Filed2026-08-07

NKE

NIKE INC

1.19%

Shares7.3K

Event2026-06-30

Filed2026-08-07

PPL CORP

-0.45%

Shares8.2K

Event2026-06-30

Filed2026-08-07

OMC

OMNICOM GROUP INC

-18.41%

Shares4.0K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

New

Shares249

Event2026-06-30

Filed2026-08-07

SCHD

SCHWAB STRATEGIC TR

-6.13%

Shares8.6K

Event2026-06-30

Filed2026-08-07

QTUM

ETF SER SOLUTIONS

New

Shares1.6K

Event2026-06-30

Filed2026-08-07

ASML

ASML HLDG NV

New

Shares132

Event2026-06-30

Filed2026-08-07

GRPM

INVESCO EXCHANGE TRADED FD T

-7.95%

Shares2.0K

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

0.10%

Shares3.1K

Event2026-06-30

Filed2026-08-07

VISA INC

-10.56%

Shares745

Event2026-06-30

Filed2026-08-07

ANGL

VANECK ETF TRUST

-2.74%

Shares8.7K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

New

Shares663

Event2026-06-30

Filed2026-08-07

APA CORPORATION

New

Shares7.3K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

New

Shares2.7K

Event2026-06-30

Filed2026-08-07

WORLD GOLD TR

-7.83%

Shares2.9K

Event2026-06-30

Filed2026-08-07

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-07

FBND

FIDELITY MERRIMACK STR TR

-0.29%

Shares4.8K

Event2026-06-30

Filed2026-08-07

RSPH

INVESCO EXCHANGE TRADED FD T

-3.80%

Shares6.5K

Event2026-06-30

Filed2026-08-07

SPTI

SPDR SERIES TRUST

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-87.26%

Shares412

Event2026-06-30

Filed2026-08-07

JPC

NUVEEN PFD & INCOME OPPORTUN

2.37%

Shares24.1K

Event2026-06-30

Filed2026-08-07

PHK

PIMCO HIGH INCOME FD

2.96%

Shares29.1K

Event2026-06-30

Filed2026-08-07

ERIC

TELEFONAKTIEBOLAGET LM ERICS

2.81%

Shares11.5K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available