Sponsored

The Analysis of Invera Wealth Advisors, LLC's Holdings & P&L

Currently, Invera Wealth Advisors, LLC holds 132 types of securities in its portfolio with a total value $186.4M. In the most recent quarter, they have increased their positions in N/A (+2.2K shares, valued at $1.6M), ROBO (+11.9K shares, valued at $1.0M), LLY (+767 shares, valued at $920.0K); decreased their positions in LRCX (-8.0K shares, valued at $3.4M), NULV (-36.0K shares, valued at $1.8M), CMI (-2.3K shares, valued at $1.7M); initiated new positions in N/A (+2.2K shares, valued at $1.6M), PANW (+2.0K shares, valued at $681.7K), APH (+3.8K shares, valued at $670.5K).

1M P&L

-1.1M-0.74%

3M P&L

+2.7M+1.87%

HY P&L

+13.7M+10.40%

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/A63.0M

41.7%

2Semiconductors10.4M

6.9%

3Software - Infrastructure6.8M

4.5%

Top Industries by Stock Count

1N/A29 stocks

26.9%

2Semiconductors6 stocks

5.6%

3Semiconductor Equipment & Materials4 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IGIB ISHARES TR140.2K shares6.95%2026-06-302026-07-29

AAPL APPLE INC22.6K shares0.17%2026-06-302026-07-29

ARTY ISHARES TR80.9K shares14.41%2026-06-302026-07-29

SUSC ISHARES TR257.7K shares5.99%2026-06-302026-07-29

GOOGL ALPHABET INC16.7K shares-19.79%2026-06-302026-07-29

EMXF ISHARES TR99.0K shares-7.29%2026-06-302026-07-29

DMXF ISHARES TR67.3K shares1.24%2026-06-302026-07-29

MSFT MICROSOFT CORP14.0K shares12.01%2026-06-302026-07-29

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO15.5K shares-3.13%2026-06-302026-07-29

NVDA NVIDIA CORPORATION24.4K shares-5.91%2026-06-302026-07-29

IEMG ISHARES INC58.6K shares-4.90%2026-06-302026-07-29

LRCX LAM RESEARCH CORP11.0K shares-42.07%2026-06-302026-07-29

ISHARES TR ISHARES TR48.4K shares0.10%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC7.2K shares-11.45%2026-06-302026-07-29

AMZN AMAZON COM INC15.7K shares11.22%2026-06-302026-07-29

USXF ISHARES TR48.2K shares0.71%2026-06-302026-07-29

Sponsored

ISHARES TR ISHARES TR32.4K shares13.10%2026-06-302026-07-29

IJR ISHARES TR21.1K shares10.06%2026-06-302026-07-29

ROBO EXCHANGE TRADED CONCEPTS TRU36.3K shares48.97%2026-06-302026-07-29

XJR ISHARES TR58.1K shares7.89%2026-06-302026-07-29

TT TRANE TECHNOLOGIES PLC6.2K shares-24.74%2026-06-302026-07-29

BROADCOM INC BROADCOM INC7.5K shares-7.25%2026-06-302026-07-29

TJX TJX COS INC NEW18.1K shares-25.64%2026-06-302026-07-29

CMI CUMMINS INC3.6K shares-39.29%2026-06-302026-07-29

Sponsored

GEV GE VERNOVA INC2.0K shares7.67%2026-06-302026-07-29

VISA INC VISA INC6.8K shares46.34%2026-06-302026-07-29

EAGG ISHARES TR49.1K shares9.97%2026-06-302026-07-29

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION13.1K shares-8.56%2026-06-302026-07-29

ESML ISHARES TR34.1K shares-1.18%2026-06-302026-07-29

LLY ELI LILLY & CO1.6K shares96.60%2026-06-302026-07-29

HD HOME DEPOT INC5.3K shares20.68%2026-06-302026-07-29

ALL ALLSTATE CORP7.2K shares0.46%2026-06-302026-07-29

Sponsored

NULV NUSHARES ETF TR33.3K shares-51.92%2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC2.2K sharesnew addition2026-06-302026-07-29

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V5.5K shares0.09%2026-06-302026-07-29

SLYV SPDR SERIES TRUST13.0K shares10.67%2026-06-302026-07-29

NUSHARES ETF TR NUSHARES ETF TR30.6K shares-47.41%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC2.3K shares-0.93%2026-06-302026-07-29

ETN EATON CORP PLC3.0K shares-16.74%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON5.0K shares-11.52%2026-06-302026-07-29

Sponsored

BGRN ISHARES TR25.8K shares2.18%2026-06-302026-07-29

ABBVIE INC ABBVIE INC4.8K shares9.23%2026-06-302026-07-29

IQV IQVIA HLDGS INC6.1K shares3.18%2026-06-302026-07-29

MPC MARATHON PETE CORP4.6K shares-9.90%2026-06-302026-07-29

CMG CHIPOTLE MEXICAN GRILL INC32.8K shares74.16%2026-06-302026-07-29

CHUBB LIMITED CHUBB LIMITED3.2K shares-12.48%2026-06-302026-07-29

UNP UNION PAC CORP3.9K shares-6.99%2026-06-302026-07-29

EW EDWARDS LIFESCIENCES CORP11.6K shares3.84%2026-06-302026-07-29

Sponsored

DRI DARDEN RESTAURANTS INC5.0K shares-4.39%2026-06-302026-07-29

MDYV SPDR SERIES TRUST10.7K shares1.69%2026-06-302026-07-29

CDNS CADENCE DESIGN SYSTEM INC2.7K shares87.01%2026-06-302026-07-29

CVX CHEVRON CORPORATION5.9K shares5.65%2026-06-302026-07-29

DEXCOM INC DEXCOM INC14.1K shares112.20%2026-06-302026-07-29

SNPS SYNOPSYS INC2.1K shares80.02%2026-06-302026-07-29

MSI MOTOROLA SOLUTIONS INC2.3K shares-1.87%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL1.9K shares-55.31%2026-06-302026-07-29

Sponsored

ISHARES TR ISHARES TR1.2K shares0.08%2026-06-302026-07-29

APD AIR PRODUCTS AND CHEMICALS I3.0K shares-2.05%2026-06-302026-07-29

HCA HCA HEALTHCARE INC2.2K shares-32.66%2026-06-302026-07-29

ICE INTERCONTINENTAL EXCHANGE IN6.9K shares-32.46%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION890 shares-25.21%2026-06-302026-07-29

NZAC SPDR INDEX SHS FDS17.5K shares6.66%2026-06-302026-07-29

GOVT ISHARES TR35.0K shares0.00%2026-06-302026-07-29

WMT WALMART INC6.8K shares-7.55%2026-06-302026-07-29

Sponsored

S&P GLOBAL INC S&P GLOBAL INC2.0K shares25.92%2026-06-302026-07-29

CME CME GROUP INC3.4K shares-1.37%2026-06-302026-07-29

ABT ABBOTT LABORATORIES8.3K shares2.47%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC2.0K sharesnew addition2026-06-302026-07-29

APH AMPHENOL CORP3.8K sharesnew addition2026-06-302026-07-29

ADI ANALOG DEVICES INC1.7K shares-17.24%2026-06-302026-07-29

ZOETIS INC ZOETIS INC8.9K shares129.11%2026-06-302026-07-29

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC4.5K shares-0.31%2026-06-302026-07-29

Sponsored

KLAC KLA CORP1.9K sharesnew addition2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.1K sharesnew addition2026-06-302026-07-29

SYY SYSCO CORP6.8K shares52.92%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.3K sharesnew addition2026-06-302026-07-29

LIN LINDE PLC1.0K sharesnew addition2026-06-302026-07-29

NEXTERA ENERGY INC NEXTERA ENERGY INC5.8K shares-1.85%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC11.8K shares11.91%2026-06-302026-07-29

IWR ISHARES TR4.4K shares-0.77%2026-06-302026-07-29

Sponsored

O REALTY INCOME CORP7.7K shares0.85%2026-06-302026-07-29

FANG DIAMONDBACK ENERGY INC2.7K shares-11.60%2026-06-302026-07-29

SCI SERVICE CORP INTL6.1K sharesnew addition2026-06-302026-07-29

CMF ISHARES TR7.8K shares-1.72%2026-06-302026-07-29

ECL ECOLAB INC1.6K sharesnew addition2026-06-302026-07-29

DE DEERE & CO686 sharesnew addition2026-06-302026-07-29

BAC BANK OF AMER CORP7.6K shares33.74%2026-06-302026-07-29

GWW WW GRAINGER INC316 sharesnew addition2026-06-302026-07-29

Sponsored

ANET ARISTA NETWORKS INC2.5K sharesnew addition2026-06-302026-07-29

DHR DANAHER CORP DEL2.2K sharesnew addition2026-06-302026-07-29

VRTX VERTEX PHARMACEUTICALS INC827 sharesnew addition2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC406 sharesnew addition2026-06-302026-07-29

IGLB ISHARES TR8.2K shares1.24%2026-06-302026-07-29

FIS FIDELITY NATL INFORMATION SV10.2K shares127.23%2026-06-302026-07-29

ORLY OREILLY AUTOMOTIVE INC4.3K sharesnew addition2026-06-302026-07-29

HLT HILTON WORLDWIDE HLDGS INC1.2K sharesnew addition2026-06-302026-07-29

Sponsored

TER TERADYNE INC800 shares0.00%2026-06-302026-07-29

AXP AMERICAN EXPRESS CO1.1K sharesnew addition2026-06-302026-07-29

CTAS CINTAS CORP2.3K sharesnew addition2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS1.0K shares0.00%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP2.8K sharesnew addition2026-06-302026-07-29

SYK STRYKER CORPORATION1.2K sharesnew addition2026-06-302026-07-29

ETR ENTERGY CORP NEW3.2K shares-5.00%2026-06-302026-07-29

MRK MERCK & CO INC2.9K shares-9.83%2026-06-302026-07-29

Sponsored

UBER UBER TECHNOLOGIES INC5.0K sharesnew addition2026-06-302026-07-29

FLEX FLEX LTD2.2K sharesnew addition2026-06-302026-07-29

TSCO TRACTOR SUPPLY CO11.1K sharesnew addition2026-06-302026-07-29

WFC WELLS FARGO & CO4.3K sharesnew addition2026-06-302026-07-29

MCK MCKESSON CORP462 sharesnew addition2026-06-302026-07-29

BLK BLACKROCK INC338 sharesnew addition2026-06-302026-07-29

ISRG INTUITIVE SURGICAL INC802 sharesnew addition2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR1.7K shares5.33%2026-06-302026-07-29

Sponsored

REGN REGENERON PHARMACEUTICALS493 sharesnew addition2026-06-302026-07-29

WORLD GOLD TR WORLD GOLD TR3.8K shares7.47%2026-06-302026-07-29

GOOG ALPHABET INC833 shares0.00%2026-06-302026-07-29

CSX CSX CORP5.8K sharesnew addition2026-06-302026-07-29

PH PARKER-HANNIFIN CORP280 sharesnew addition2026-06-302026-07-29

XLI SELECT SECTOR SPDR TR1.4K shares8.21%2026-06-302026-07-29

MPWR MONOLITHIC PWR SYS INC183 shares0.00%2026-06-302026-07-29

IXUS ISHARES TR2.6K shares8.31%2026-06-302026-07-29

Sponsored

XLV SELECT SECTOR SPDR TR1.6K shares9.31%2026-06-302026-07-29

BOTZ GLOBAL X FDS6.5K shares5.30%2026-06-302026-07-29

TSM TAIWAN SEMICONDUCTOR MANUFAC490 sharesnew addition2026-06-302026-07-29

GILD GILEAD SCIENCES INC1.8K shares-39.87%2026-06-302026-07-29

ASML ASML HLDG NV111 sharesnew addition2026-06-302026-07-29

TXN TEXAS INSTRS INC740 sharesnew addition2026-06-302026-07-29

RSG REPUBLIC SVCS INC1.0K shares3.21%2026-06-302026-07-29

CEG CONSTELLATION ENERGY CORP876 sharesnew addition2026-06-302026-07-29

Sponsored

IYW ISHARES TR850 sharesnew addition2026-06-302026-07-29

INDA ISHARES TR4.3K sharesnew addition2026-06-302026-07-29

SPYV SPDR SERIES TRUST3.5K sharesnew addition2026-06-302026-07-29

LXRX LEXICON PHARMACEUTICALS INC20.0K shares0.00%2026-06-302026-07-29

IGIB

ISHARES TR

6.95%

Shares140.2K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

0.17%

Shares22.6K

Event2026-06-30

Filed2026-07-29

ARTY

ISHARES TR

14.41%

Shares80.9K

Event2026-06-30

Filed2026-07-29

SUSC

ISHARES TR

5.99%

Shares257.7K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

-19.79%

Shares16.7K

Event2026-06-30

Filed2026-07-29

EMXF

ISHARES TR

-7.29%

Shares99.0K

Event2026-06-30

Filed2026-07-29

DMXF

ISHARES TR

1.24%

Shares67.3K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

12.01%

Shares14.0K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

-3.13%

Shares15.5K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

-5.91%

Shares24.4K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

-4.90%

Shares58.6K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

-42.07%

Shares11.0K

Event2026-06-30

Filed2026-07-29

ISHARES TR

0.10%

Shares48.4K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

-11.45%

Shares7.2K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

11.22%

Shares15.7K

Event2026-06-30

Filed2026-07-29

USXF

ISHARES TR

0.71%

Shares48.2K

Event2026-06-30

Filed2026-07-29

ISHARES TR

13.10%

Shares32.4K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

10.06%

Shares21.1K

Event2026-06-30

Filed2026-07-29

ROBO

EXCHANGE TRADED CONCEPTS TRU

48.97%

Shares36.3K

Event2026-06-30

Filed2026-07-29

XJR

ISHARES TR

7.89%

Shares58.1K

Event2026-06-30

Filed2026-07-29

TRANE TECHNOLOGIES PLC

-24.74%

Shares6.2K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

-7.25%

Shares7.5K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

-25.64%

Shares18.1K

Event2026-06-30

Filed2026-07-29

CMI

CUMMINS INC

-39.29%

Shares3.6K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

7.67%

Shares2.0K

Event2026-06-30

Filed2026-07-29

VISA INC

46.34%

Shares6.8K

Event2026-06-30

Filed2026-07-29

EAGG

ISHARES TR

9.97%

Shares49.1K

Event2026-06-30

Filed2026-07-29

JOHNSON CONTROLS INTERNATION

-8.56%

Shares13.1K

Event2026-06-30

Filed2026-07-29

ESML

ISHARES TR

-1.18%

Shares34.1K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

96.60%

Shares1.6K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

20.68%

Shares5.3K

Event2026-06-30

Filed2026-07-29

ALL

ALLSTATE CORP

0.46%

Shares7.2K

Event2026-06-30

Filed2026-07-29

NULV

NUSHARES ETF TR

-51.92%

Shares33.3K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-29

NXP SEMICONDUCTORS N V

0.09%

Shares5.5K

Event2026-06-30

Filed2026-07-29

SLYV

SPDR SERIES TRUST

10.67%

Shares13.0K

Event2026-06-30

Filed2026-07-29

NUSHARES ETF TR

-47.41%

Shares30.6K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

-0.93%

Shares2.3K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

-16.74%

Shares3.0K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

-11.52%

Shares5.0K

Event2026-06-30

Filed2026-07-29

BGRN

ISHARES TR

2.18%

Shares25.8K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

9.23%

Shares4.8K

Event2026-06-30

Filed2026-07-29

IQV

IQVIA HLDGS INC

3.18%

Shares6.1K

Event2026-06-30

Filed2026-07-29

MPC

MARATHON PETE CORP

-9.90%

Shares4.6K

Event2026-06-30

Filed2026-07-29

CMG

CHIPOTLE MEXICAN GRILL INC

74.16%

Shares32.8K

Event2026-06-30

Filed2026-07-29

CHUBB LIMITED

-12.48%

Shares3.2K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

-6.99%

Shares3.9K

Event2026-06-30

Filed2026-07-29

EDWARDS LIFESCIENCES CORP

3.84%

Shares11.6K

Event2026-06-30

Filed2026-07-29

DRI

DARDEN RESTAURANTS INC

-4.39%

Shares5.0K

Event2026-06-30

Filed2026-07-29

MDYV

SPDR SERIES TRUST

1.69%

Shares10.7K

Event2026-06-30

Filed2026-07-29

CDNS

CADENCE DESIGN SYSTEM INC

87.01%

Shares2.7K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

5.65%

Shares5.9K

Event2026-06-30

Filed2026-07-29

DEXCOM INC

112.20%

Shares14.1K

Event2026-06-30

Filed2026-07-29

SNPS

SYNOPSYS INC

80.02%

Shares2.1K

Event2026-06-30

Filed2026-07-29

MSI

MOTOROLA SOLUTIONS INC

-1.87%

Shares2.3K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

-55.31%

Shares1.9K

Event2026-06-30

Filed2026-07-29

ISHARES TR

0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-29

APD

AIR PRODUCTS AND CHEMICALS I

-2.05%

Shares3.0K

Event2026-06-30

Filed2026-07-29

HCA

HCA HEALTHCARE INC

-32.66%

Shares2.2K

Event2026-06-30

Filed2026-07-29

ICE

INTERCONTINENTAL EXCHANGE IN

-32.46%

Shares6.9K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

-25.21%

Shares890

Event2026-06-30

Filed2026-07-29

NZAC

SPDR INDEX SHS FDS

6.66%

Shares17.5K

Event2026-06-30

Filed2026-07-29

GOVT

ISHARES TR

0.00%

Shares35.0K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

-7.55%

Shares6.8K

Event2026-06-30

Filed2026-07-29

S&P GLOBAL INC

25.92%

Shares2.0K

Event2026-06-30

Filed2026-07-29

CME

CME GROUP INC

-1.37%

Shares3.4K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

2.47%

Shares8.3K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-29

APH

AMPHENOL CORP

New

Shares3.8K

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC

-17.24%

Shares1.7K

Event2026-06-30

Filed2026-07-29

ZOETIS INC

129.11%

Shares8.9K

Event2026-06-30

Filed2026-07-29

CONSTELLATION BRANDS INC

-0.31%

Shares4.5K

Event2026-06-30

Filed2026-07-29

KLAC

KLA CORP

New

Shares1.9K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

SYY

SYSCO CORP

52.92%

Shares6.8K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

LIN

LINDE PLC

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

-1.85%

Shares5.8K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

11.91%

Shares11.8K

Event2026-06-30

Filed2026-07-29

IWR

ISHARES TR

-0.77%

Shares4.4K

Event2026-06-30

Filed2026-07-29

REALTY INCOME CORP

0.85%

Shares7.7K

Event2026-06-30

Filed2026-07-29

FANG

DIAMONDBACK ENERGY INC

-11.60%

Shares2.7K

Event2026-06-30

Filed2026-07-29

SCI

SERVICE CORP INTL

New

Shares6.1K

Event2026-06-30

Filed2026-07-29

CMF

ISHARES TR

-1.72%

Shares7.8K

Event2026-06-30

Filed2026-07-29

ECL

ECOLAB INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-29

DEERE & CO

New

Shares686

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

33.74%

Shares7.6K

Event2026-06-30

Filed2026-07-29

GWW

WW GRAINGER INC

New

Shares316

Event2026-06-30

Filed2026-07-29

ANET

ARISTA NETWORKS INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-29

DHR

DANAHER CORP DEL

New

Shares2.2K

Event2026-06-30

Filed2026-07-29

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares827

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

New

Shares406

Event2026-06-30

Filed2026-07-29

IGLB

ISHARES TR

1.24%

Shares8.2K

Event2026-06-30

Filed2026-07-29

FIS

FIDELITY NATL INFORMATION SV

127.23%

Shares10.2K

Event2026-06-30

Filed2026-07-29

ORLY

OREILLY AUTOMOTIVE INC

New

Shares4.3K

Event2026-06-30

Filed2026-07-29

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

TER

TERADYNE INC

0.00%

Shares800

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

CTAS

CINTAS CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

New

Shares2.8K

Event2026-06-30

Filed2026-07-29

SYK

STRYKER CORPORATION

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

ETR

ENTERGY CORP NEW

-5.00%

Shares3.2K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

-9.83%

Shares2.9K

Event2026-06-30

Filed2026-07-29

UBER

UBER TECHNOLOGIES INC

New

Shares5.0K

Event2026-06-30

Filed2026-07-29

FLEX

FLEX LTD

New

Shares2.2K

Event2026-06-30

Filed2026-07-29

TSCO

TRACTOR SUPPLY CO

New

Shares11.1K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO

New

Shares4.3K

Event2026-06-30

Filed2026-07-29

MCK

MCKESSON CORP

New

Shares462

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INC

New

Shares338

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL INC

New

Shares802

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

5.33%

Shares1.7K

Event2026-06-30

Filed2026-07-29

REGN

REGENERON PHARMACEUTICALS

New

Shares493

Event2026-06-30

Filed2026-07-29

WORLD GOLD TR

7.47%

Shares3.8K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

0.00%

Shares833

Event2026-06-30

Filed2026-07-29

CSX

CSX CORP

New

Shares5.8K

Event2026-06-30

Filed2026-07-29

PARKER-HANNIFIN CORP

New

Shares280

Event2026-06-30

Filed2026-07-29

XLI

SELECT SECTOR SPDR TR

8.21%

Shares1.4K

Event2026-06-30

Filed2026-07-29

MPWR

MONOLITHIC PWR SYS INC

0.00%

Shares183

Event2026-06-30

Filed2026-07-29

IXUS

ISHARES TR

8.31%

Shares2.6K

Event2026-06-30

Filed2026-07-29

XLV

SELECT SECTOR SPDR TR

9.31%

Shares1.6K

Event2026-06-30

Filed2026-07-29

BOTZ

GLOBAL X FDS

5.30%

Shares6.5K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares490

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC

-39.87%

Shares1.8K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV

New

Shares111

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

New

Shares740

Event2026-06-30

Filed2026-07-29

RSG

REPUBLIC SVCS INC

3.21%

Shares1.0K

Event2026-06-30

Filed2026-07-29

CEG

CONSTELLATION ENERGY CORP

New

Shares876

Event2026-06-30

Filed2026-07-29

IYW

ISHARES TR

New

Shares850

Event2026-06-30

Filed2026-07-29

INDA

ISHARES TR

New

Shares4.3K

Event2026-06-30

Filed2026-07-29

SPYV

SPDR SERIES TRUST

New

Shares3.5K

Event2026-06-30

Filed2026-07-29

LXRX

LEXICON PHARMACEUTICALS INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available