Sponsored

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

Currently, Laurel Wealth Advisors LLC holds 200 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in AMZN (+54.7K shares, valued at $13.0M), GOOGL (+9.7K shares, valued at $3.5M), N/A (+7.9K shares, valued at $1.8M); decreased their positions in N/A (-4.6K shares, valued at $537.5K), AAPL (-1.1K shares, valued at $309.3K), N/A (-412 shares, valued at $307.7K); initiated new positions in N/A (+7.9K shares, valued at $1.8M), N/A (+7.9K shares, valued at $1.8M), N/A (+7.3K shares, valued at $639.8K).

1M P&L

-10.9M-1.19%

3M P&L

+35.2M+4.04%

HY P&L

+12.4M+1.39%

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/A505.2M

55.5%

2Internet Retail75.2M

8.3%

3Internet Content & Information41.1M

4.5%

Top Industries by Stock Count

1N/A86 stocks

49.7%

2Semiconductors6 stocks

3.5%

3Drug Manufacturers - General6 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.A BERKSHIRE HATHAWAY INC DEL262 shares0.00%2026-06-302026-07-17

AMZN AMAZON COM INC315.5K shares20.99%2026-06-302026-07-17

VIG VANGUARD SPECIALIZED FUNDS177.4K shares0.66%2026-06-302026-07-17

AAPL APPLE INC129.7K shares-0.82%2026-06-302026-07-17

TFLO ISHARES TR659.8K shares3.61%2026-06-302026-07-17

GOOGL ALPHABET INC92.3K shares11.75%2026-06-302026-07-17

SGOV ISHARES TR294.8K shares2.56%2026-06-302026-07-17

NVDA NVIDIA CORPORATION132.0K shares-0.82%2026-06-302026-07-17

Sponsored

MSFT MICROSOFT CORP62.2K shares0.14%2026-06-302026-07-17

DUK DUKE ENERGY CORP NEW163.6K shares-0.08%2026-06-302026-07-17

IJR ISHARES TR128.6K shares-0.06%2026-06-302026-07-17

JPMORGAN CHASE & CO JPMORGAN CHASE & CO55.2K shares-0.98%2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T22.9K shares-1.77%2026-06-302026-07-17

LLY ELI LILLY & CO14.1K shares-1.03%2026-06-302026-07-17

WMT WALMART INC115.2K shares-0.78%2026-06-302026-07-17

JNJ JOHNSON & JOHNSON49.3K shares-0.84%2026-06-302026-07-17

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED23.8K shares-0.59%2026-06-302026-07-17

BAC BANK OF AMER CORP208.3K shares-0.26%2026-06-302026-07-17

CISCO SYS INC CISCO SYS INC94.6K shares-4.62%2026-06-302026-07-17

HD HOME DEPOT INC28.8K shares1.45%2026-06-302026-07-17

VUG VANGUARD INDEX FDS109.3K shares-2.71%2026-06-302026-07-17

ISHARES TR ISHARES TR97.2K shares0.25%2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL17.5K shares0.13%2026-06-302026-07-17

AMGN AMGEN INC23.5K shares0.84%2026-06-302026-07-17

Sponsored

XHLF BONDBLOXX ETF TRUST166.8K shares3.06%2026-06-302026-07-17

GOOG ALPHABET INC22.8K shares-0.51%2026-06-302026-07-17

XLK SELECT SECTOR SPDR TR42.2K shares0.05%2026-06-302026-07-17

USFR WISDOMTREE TR151.9K shares0.02%2026-06-302026-07-17

ABBVIE INC ABBVIE INC30.3K shares-0.61%2026-06-302026-07-17

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC9.9K shares-2.18%2026-06-302026-07-17

KO COCA COLA CO92.4K shares-0.51%2026-06-302026-07-17

PG PROCTER & GAMBLE CO46.7K shares0.28%2026-06-302026-07-17

Sponsored

META PLATFORMS INC META PLATFORMS INC11.4K shares0.16%2026-06-302026-07-17

IWM ISHARES TR21.0K shares2.37%2026-06-302026-07-17

BSCR INVESCO EXCH TRD SLF IDX FD312.7K shares0.53%2026-06-302026-07-17

XLF SELECT SECTOR SPDR TR109.2K shares-0.40%2026-06-302026-07-17

IBDR ISHARES TR236.0K shares-1.90%2026-06-302026-07-17

IYW ISHARES TR22.6K shares-0.22%2026-06-302026-07-17

BSCS INVESCO EXCH TRD SLF IDX FD275.7K shares3.72%2026-06-302026-07-17

TJX TJX COS INC NEW36.0K shares-0.61%2026-06-302026-07-17

Sponsored

PRF INVESCO EXCHANGE TRADED FD T100.6K shares-0.64%2026-06-302026-07-17

MCD MCDONALDS CORP20.0K shares-0.04%2026-06-302026-07-17

CIBR FIRST TR EXCHANGE-TRADED FD59.9K shares-0.56%2026-06-302026-07-17

CVX CHEVRON CORPORATION28.7K shares-0.54%2026-06-302026-07-17

RTX CORPORATION RTX CORPORATION25.0K shares0.06%2026-06-302026-07-17

IBDT ISHARES TR181.1K shares4.90%2026-06-302026-07-17

SOUTHERN CO SOUTHERN CO45.7K shares-1.41%2026-06-302026-07-17

IBDS ISHARES TR176.1K shares5.01%2026-06-302026-07-17

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD220.9K shares6.53%2026-06-302026-07-17

PEP PEPSICO INC30.3K shares0.17%2026-06-302026-07-17

ABT ABBOTT LABORATORIES44.2K shares-0.61%2026-06-302026-07-17

EXXON MOBIL CORP EXXON MOBIL CORP29.1K shares-0.77%2026-06-302026-07-17

UPS UNITED PARCEL SVCS INC35.1K shares1.95%2026-06-302026-07-17

EFA ISHARES TR36.0K shares0.00%2026-06-302026-07-17

IBDU ISHARES TR158.2K shares9.37%2026-06-302026-07-17

PAVE GLOBAL X FDS61.7K shares-1.83%2026-06-302026-07-17

Sponsored

GLD SPDR GOLD TR9.7K shares-3.69%2026-06-302026-07-17

GCOW PACER FDS TR80.5K shares2.29%2026-06-302026-07-17

ADP AUTOMATIC DATA PROCESSING IN14.6K shares-0.51%2026-06-302026-07-17

UNP UNION PAC CORP11.7K shares-0.10%2026-06-302026-07-17

ENB ENBRIDGE INC56.3K shares-0.50%2026-06-302026-07-17

XLC SELECT SECTOR SPDR TR28.1K shares0.14%2026-06-302026-07-17

VOO VANGUARD INDEX FDS4.3K shares0.07%2026-06-302026-07-17

IBDV ISHARES TR136.3K shares14.79%2026-06-302026-07-17

Sponsored

SHY ISHARES TR36.2K shares2.55%2026-06-302026-07-17

BSCQ INVESCO EXCH TRD SLF IDX FD152.0K shares-1.81%2026-06-302026-07-17

XLI SELECT SECTOR SPDR TR14.8K shares0.82%2026-06-302026-07-17

XONE BONDBLOXX ETF TRUST55.3K shares5.88%2026-06-302026-07-17

VTEB VANGUARD MUN BD FDS53.1K shares2.32%2026-06-302026-07-17

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR58.0K shares-0.63%2026-06-302026-07-17

IYH ISHARES TR38.5K shares0.26%2026-06-302026-07-17

SYLD CAMBRIA ETF TR32.5K shares1.88%2026-06-302026-07-17

Sponsored

NETFLIX INC. NETFLIX INC.35.8K shares0.11%2026-06-302026-07-17

TFC TRUIST FINL CORP49.4K shares0.00%2026-06-302026-07-17

XLP SELECT SECTOR SPDR TR29.4K shares0.26%2026-06-302026-07-17

XLE SELECT SECTOR SPDR TR43.1K shares2.00%2026-06-302026-07-17

IYJ ISHARES TR13.7K shares0.00%2026-06-302026-07-17

ISHARES TR ISHARES TR3.0K shares5.15%2026-06-302026-07-17

DVY ISHARES TR14.3K shares0.00%2026-06-302026-07-17

CRM SALESFORCE INC14.2K shares2.42%2026-06-302026-07-17

Sponsored

DIS DISNEY WALT CO22.8K shares2.32%2026-06-302026-07-17

XLY SELECT SECTOR SPDR TR18.4K shares-1.07%2026-06-302026-07-17

WFC WELLS FARGO & CO25.6K shares0.55%2026-06-302026-07-17

SPYV SPDR SERIES TRUST34.3K shares0.11%2026-06-302026-07-17

SLQD ISHARES TR40.6K shares5.23%2026-06-302026-07-17

IBDW ISHARES TR97.6K shares25.45%2026-06-302026-07-17

NKE NIKE INC49.1K shares6.28%2026-06-302026-07-17

IBM INTERNATIONAL BUSINESS MACHS6.6K shares0.90%2026-06-302026-07-17

Sponsored

VTES VANGUARD WELLINGTON FD18.3K shares2.82%2026-06-302026-07-17

VZ VERIZON COMMUNICATIONS INC43.5K shares0.64%2026-06-302026-07-17

IWF ISHARES TR14.6K shares0.00%2026-06-302026-07-17

HONEYWELL INTL INC HONEYWELL INTL INC7.9K sharesnew addition2026-06-302026-07-17

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC7.9K sharesnew addition2026-06-302026-07-17

AXP AMERICAN EXPRESS CO5.1K shares-4.43%2026-06-302026-07-17

CL COLGATE PALMOLIVE CO17.8K shares0.00%2026-06-302026-07-17

BLK BLACKROCK INC1.6K shares0.96%2026-06-302026-07-17

Sponsored

SOUTHSTATE BK CORP SOUTHSTATE BK CORP15.0K shares-0.07%2026-06-302026-07-17

BSCU INVESCO EXCH TRD SLF IDX FD86.5K shares44.60%2026-06-302026-07-17

3M CO 3M CO8.8K shares0.00%2026-06-302026-07-17

IVE ISHARES TR6.2K shares0.08%2026-06-302026-07-17

MUB ISHARES TR12.3K shares1.65%2026-06-302026-07-17

VEA VANGUARD TAX-MANAGED FDS18.2K shares0.00%2026-06-302026-07-17

IJK ISHARES TR10.9K shares-0.37%2026-06-302026-07-17

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.3K shares0.22%2026-06-302026-07-17

Sponsored

FITB FIFTH THIRD BANCORP21.8K shares-2.24%2026-06-302026-07-17

UBER UBER TECHNOLOGIES INC16.9K shares4.64%2026-06-302026-07-17

BDX BECTON DICKINSON & CO7.9K shares2.45%2026-06-302026-07-17

ORACLE CORP ORACLE CORP8.2K shares-1.36%2026-06-302026-07-17

CAT CATERPILLAR INC1.1K shares-4.21%2026-06-302026-07-17

SPYG SPDR SERIES TRUST9.5K shares0.63%2026-06-302026-07-17

LQD ISHARES TR10.2K shares-1.45%2026-06-302026-07-17

MEDTRONIC PLC MEDTRONIC PLC14.0K shares1.48%2026-06-302026-07-17

Sponsored

DG DOLLAR GEN CORP9.3K shares0.00%2026-06-302026-07-17

COP CONOCOPHILLIPS10.2K shares0.59%2026-06-302026-07-17

IQV IQVIA HLDGS INC5.3K shares1.25%2026-06-302026-07-17

LOW LOWES COS INC4.6K shares-1.70%2026-06-302026-07-17

VTIP VANGUARD MALVERN FDS19.8K shares4.21%2026-06-302026-07-17

EUAD SPINNAKER ETF SERIES23.4K shares-0.32%2026-06-302026-07-17

IJH ISHARES TR12.8K shares-2.72%2026-06-302026-07-17

TXN TEXAS INSTRS INC3.3K shares-5.65%2026-06-302026-07-17

Sponsored

XLV SELECT SECTOR SPDR TR6.0K shares1.68%2026-06-302026-07-17

TOWN TOWNEBANK PORTSMOUTH VA24.4K shares0.04%2026-06-302026-07-17

XLB SELECT SECTOR SPDR TR16.7K shares0.00%2026-06-302026-07-17

PFE PFIZER INC33.5K shares-6.32%2026-06-302026-07-17

AZO AUTOZONE INC252 shares0.00%2026-06-302026-07-17

SPDR SERIES TRUST SPDR SERIES TRUST9.1K shares0.02%2026-06-302026-07-17

GS GOLDMAN SACHS GROUP INC767 shares-3.16%2026-06-302026-07-17

GE GE AEROSPACE1.9K shares0.00%2026-06-302026-07-17

Sponsored

CARR CARRIER GLOBAL CORPORATION9.7K shares0.00%2026-06-302026-07-17

VISA INC VISA INC2.0K shares-4.82%2026-06-302026-07-17

IVW ISHARES TR5.1K shares-0.10%2026-06-302026-07-17

IGSB ISHARES TR12.8K shares2.60%2026-06-302026-07-17

MRK MERCK & CO INC5.0K shares0.00%2026-06-302026-07-17

NEXTERA ENERGY INC NEXTERA ENERGY INC7.3K sharesnew addition2026-06-302026-07-17

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares13.75%2026-06-302026-07-17

GEV GE VERNOVA INC518 shares0.00%2026-06-302026-07-17

Sponsored

ITOT ISHARES TR3.6K shares0.00%2026-06-302026-07-17

SCHX SCHWAB STRATEGIC TR19.9K shares0.00%2026-06-302026-07-17

RY ROYAL BK CDA2.8K shares0.00%2026-06-302026-07-17

RGA REINSURANCE GROUP AMER INC2.6K shares-1.51%2026-06-302026-07-17

ANET ARISTA NETWORKS INC3.2K shares5.20%2026-06-302026-07-17

AMD ADVANCED MICRO DEVICES INC921 shares0.00%2026-06-302026-07-17

APPLIED MATLS INC APPLIED MATLS INC723 shares0.00%2026-06-302026-07-17

NSC NORFOLK SOUTHN CORP1.6K shares-3.64%2026-06-302026-07-17

Sponsored

JAAA JANUS DETROIT STR TR10.0K shares0.00%2026-06-302026-07-17

TSLA TESLA INC1.2K shares0.00%2026-06-302026-07-17

USB US BANCORP8.0K shares0.00%2026-06-302026-07-17

HSIC SCHEIN HENRY INC5.8K shares-2.54%2026-06-302026-07-17

T AT&T INC22.5K shares-0.61%2026-06-302026-07-17

PM PHILIP MORRIS INTL INC2.5K shares0.00%2026-06-302026-07-17

STIP ISHARES TR4.2K shares10.51%2026-06-302026-07-17

QQQ INVESCO QQQ TR575 shares0.52%2026-06-302026-07-17

Sponsored

VGT VANGUARD WORLD FD3.5K shares-20.31%2026-06-302026-07-17

RSPT INVESCO EXCHANGE TRADED FD T6.4K shares0.00%2026-06-302026-07-17

DE DEERE & CO653 shares0.00%2026-06-302026-07-17

BMY BRISTOL-MYERS SQUIBB CO7.2K shares0.00%2026-06-302026-07-17

IWX ISHARES TR3.9K shares0.00%2026-06-302026-07-17

CCI CROWN CASTLE INC5.4K shares0.00%2026-06-302026-07-17

EFG ISHARES TR3.2K shares0.00%2026-06-302026-07-17

IWO ISHARES TR998 shares-1.48%2026-06-302026-07-17

Sponsored

PSX PHILLIPS 662.3K shares-1.69%2026-06-302026-07-17

MAR MARRIOTT INTL INC NEW1.1K shares0.00%2026-06-302026-07-17

AIPO TIDAL TRUST II11.3K sharesnew addition2026-06-302026-07-17

ITW ILLINOIS TOOL WKS INC1.4K shares0.00%2026-06-302026-07-17

VXF VANGUARD INDEX FDS1.5K shares-11.59%2026-06-302026-07-17

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.1K sharesnew addition2026-06-302026-07-17

SLV ISHARES SILVER TR6.4K shares-15.92%2026-06-302026-07-17

DTCR GLOBAL X FDS11.0K sharesnew addition2026-06-302026-07-17

Sponsored

IWN ISHARES TR1.5K shares0.00%2026-06-302026-07-17

INTC INTEL CORP2.4K shares0.00%2026-06-302026-07-17

EES WISDOMTREE TR4.8K shares-1.03%2026-06-302026-07-17

EMR EMERSON ELEC CO2.3K shares0.00%2026-06-302026-07-17

GIS GENERAL MILLS INC9.2K shares0.00%2026-06-302026-07-17

PGR PROGRESSIVE CORP1.5K shares0.00%2026-06-302026-07-17

VDE VANGUARD WORLD FD2.1K shares0.00%2026-06-302026-07-17

VTV VANGUARD INDEX FDS1.4K shares0.00%2026-06-302026-07-17

Sponsored

IEUR ISHARES TR4.1K shares0.00%2026-06-302026-07-17

ILCG ISHARES TR2.6K shares0.00%2026-06-302026-07-17

SCHF SCHWAB STRATEGIC TR10.9K shares-12.51%2026-06-302026-07-17

MO ALTRIA GROUP INC4.1K shares0.00%2026-06-302026-07-17

MU MICRON TECHNOLOGY INC247 shares-47.67%2026-06-302026-07-17

KMI KINDER MORGAN INC DEL8.8K shares-3.44%2026-06-302026-07-17

SLB SLB LIMITED6.0K shares-4.78%2026-06-302026-07-17

WAT WATERS CORP711 shares-16.94%2026-06-302026-07-17

Sponsored

PFI INVESCO EXCHANGE TRADED FD T4.4K shares0.00%2026-06-302026-07-17

ADI ANALOG DEVICES INC661 shares-3.08%2026-06-302026-07-17

IWD ISHARES TR1.1K shares0.00%2026-06-302026-07-17

KLAC KLA CORP850 sharesnew addition2026-06-302026-07-17

DXPE DXP ENTERPRISES INC1.4K shares0.00%2026-06-302026-07-17

GLW CORNING INC909 sharesnew addition2026-06-302026-07-17

IWR ISHARES TR2.1K shares0.00%2026-06-302026-07-17

YUM YUM BRANDS INC1.4K shares0.00%2026-06-302026-07-17

Sponsored

LRCX LAM RESEARCH CORP514 sharesnew addition2026-06-302026-07-17

SCHA SCHWAB STRATEGIC TR6.1K shares0.00%2026-06-302026-07-17

PFF ISHARES TR7.1K shares0.00%2026-06-302026-07-17

BKNG BOOKING HOLDINGS INC1.2K sharesnew addition2026-06-302026-07-17

MDY STATE STR SPDR S&P MIDCAP 40293 sharesnew addition2026-06-302026-07-17

VMC VULCAN MATLS CO678 sharesnew addition2026-06-302026-07-17

PX RIDGEPOST CAP INC16.9K shares0.00%2026-06-302026-07-17

MNKD MANNKIND CORP10.6K shares0.00%2026-06-302026-07-17

Sponsored

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares262

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

20.99%

Shares315.5K

Event2026-06-30

Filed2026-07-17

VIG

VANGUARD SPECIALIZED FUNDS

0.66%

Shares177.4K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

-0.82%

Shares129.7K

Event2026-06-30

Filed2026-07-17

TFLO

ISHARES TR

3.61%

Shares659.8K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

11.75%

Shares92.3K

Event2026-06-30

Filed2026-07-17

SGOV

ISHARES TR

2.56%

Shares294.8K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

-0.82%

Shares132.0K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

0.14%

Shares62.2K

Event2026-06-30

Filed2026-07-17

DUK

DUKE ENERGY CORP NEW

-0.08%

Shares163.6K

Event2026-06-30

Filed2026-07-17

IJR

ISHARES TR

-0.06%

Shares128.6K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

-0.98%

Shares55.2K

Event2026-06-30

Filed2026-07-17

STATE STR SPDR S&P 500 ETF T

-1.77%

Shares22.9K

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO

-1.03%

Shares14.1K

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC

-0.78%

Shares115.2K

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON

-0.84%

Shares49.3K

Event2026-06-30

Filed2026-07-17

MASTERCARD INCORPORATED

-0.59%

Shares23.8K

Event2026-06-30

Filed2026-07-17

BAC

BANK OF AMER CORP

-0.26%

Shares208.3K

Event2026-06-30

Filed2026-07-17

CISCO SYS INC

-4.62%

Shares94.6K

Event2026-06-30

Filed2026-07-17

HOME DEPOT INC

1.45%

Shares28.8K

Event2026-06-30

Filed2026-07-17

VUG

VANGUARD INDEX FDS

-2.71%

Shares109.3K

Event2026-06-30

Filed2026-07-17

ISHARES TR

0.25%

Shares97.2K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.13%

Shares17.5K

Event2026-06-30

Filed2026-07-17

AMGN

AMGEN INC

0.84%

Shares23.5K

Event2026-06-30

Filed2026-07-17

XHLF

BONDBLOXX ETF TRUST

3.06%

Shares166.8K

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC

-0.51%

Shares22.8K

Event2026-06-30

Filed2026-07-17

XLK

SELECT SECTOR SPDR TR

0.05%

Shares42.2K

Event2026-06-30

Filed2026-07-17

USFR

WISDOMTREE TR

0.02%

Shares151.9K

Event2026-06-30

Filed2026-07-17

ABBVIE INC

-0.61%

Shares30.3K

Event2026-06-30

Filed2026-07-17

CROWDSTRIKE HLDGS INC

-2.18%

Shares9.9K

Event2026-06-30

Filed2026-07-17

COCA COLA CO

-0.51%

Shares92.4K

Event2026-06-30

Filed2026-07-17

PROCTER & GAMBLE CO

0.28%

Shares46.7K

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC

0.16%

Shares11.4K

Event2026-06-30

Filed2026-07-17

IWM

ISHARES TR

2.37%

Shares21.0K

Event2026-06-30

Filed2026-07-17

BSCR

INVESCO EXCH TRD SLF IDX FD

0.53%

Shares312.7K

Event2026-06-30

Filed2026-07-17

XLF

SELECT SECTOR SPDR TR

-0.40%

Shares109.2K

Event2026-06-30

Filed2026-07-17

IBDR

ISHARES TR

-1.90%

Shares236.0K

Event2026-06-30

Filed2026-07-17

IYW

ISHARES TR

-0.22%

Shares22.6K

Event2026-06-30

Filed2026-07-17

BSCS

INVESCO EXCH TRD SLF IDX FD

3.72%

Shares275.7K

Event2026-06-30

Filed2026-07-17

TJX

TJX COS INC NEW

-0.61%

Shares36.0K

Event2026-06-30

Filed2026-07-17

PRF

INVESCO EXCHANGE TRADED FD T

-0.64%

Shares100.6K

Event2026-06-30

Filed2026-07-17

MCD

MCDONALDS CORP

-0.04%

Shares20.0K

Event2026-06-30

Filed2026-07-17

CIBR

FIRST TR EXCHANGE-TRADED FD

-0.56%

Shares59.9K

Event2026-06-30

Filed2026-07-17

CVX

CHEVRON CORPORATION

-0.54%

Shares28.7K

Event2026-06-30

Filed2026-07-17

RTX CORPORATION

0.06%

Shares25.0K

Event2026-06-30

Filed2026-07-17

IBDT

ISHARES TR

4.90%

Shares181.1K

Event2026-06-30

Filed2026-07-17

SOUTHERN CO

-1.41%

Shares45.7K

Event2026-06-30

Filed2026-07-17

IBDS

ISHARES TR

5.01%

Shares176.1K

Event2026-06-30

Filed2026-07-17

BSCT

INVESCO EXCH TRD SLF IDX FD

6.53%

Shares220.9K

Event2026-06-30

Filed2026-07-17

PEP

PEPSICO INC

0.17%

Shares30.3K

Event2026-06-30

Filed2026-07-17

ABT

ABBOTT LABORATORIES

-0.61%

Shares44.2K

Event2026-06-30

Filed2026-07-17

EXXON MOBIL CORP

-0.77%

Shares29.1K

Event2026-06-30

Filed2026-07-17

UPS

UNITED PARCEL SVCS INC

1.95%

Shares35.1K

Event2026-06-30

Filed2026-07-17

EFA

ISHARES TR

0.00%

Shares36.0K

Event2026-06-30

Filed2026-07-17

IBDU

ISHARES TR

9.37%

Shares158.2K

Event2026-06-30

Filed2026-07-17

PAVE

GLOBAL X FDS

-1.83%

Shares61.7K

Event2026-06-30

Filed2026-07-17

GLD

SPDR GOLD TR

-3.69%

Shares9.7K

Event2026-06-30

Filed2026-07-17

GCOW

PACER FDS TR

2.29%

Shares80.5K

Event2026-06-30

Filed2026-07-17

ADP

AUTOMATIC DATA PROCESSING IN

-0.51%

Shares14.6K

Event2026-06-30

Filed2026-07-17

UNP

UNION PAC CORP

-0.10%

Shares11.7K

Event2026-06-30

Filed2026-07-17

ENB

ENBRIDGE INC

-0.50%

Shares56.3K

Event2026-06-30

Filed2026-07-17

XLC

SELECT SECTOR SPDR TR

0.14%

Shares28.1K

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD INDEX FDS

0.07%

Shares4.3K

Event2026-06-30

Filed2026-07-17

IBDV

ISHARES TR

14.79%

Shares136.3K

Event2026-06-30

Filed2026-07-17

SHY

ISHARES TR

2.55%

Shares36.2K

Event2026-06-30

Filed2026-07-17

BSCQ

INVESCO EXCH TRD SLF IDX FD

-1.81%

Shares152.0K

Event2026-06-30

Filed2026-07-17

XLI

SELECT SECTOR SPDR TR

0.82%

Shares14.8K

Event2026-06-30

Filed2026-07-17

XONE

BONDBLOXX ETF TRUST

5.88%

Shares55.3K

Event2026-06-30

Filed2026-07-17

VTEB

VANGUARD MUN BD FDS

2.32%

Shares53.1K

Event2026-06-30

Filed2026-07-17

SELECT SECTOR SPDR TR

-0.63%

Shares58.0K

Event2026-06-30

Filed2026-07-17

IYH

ISHARES TR

0.26%

Shares38.5K

Event2026-06-30

Filed2026-07-17

SYLD

CAMBRIA ETF TR

1.88%

Shares32.5K

Event2026-06-30

Filed2026-07-17

NETFLIX INC.

0.11%

Shares35.8K

Event2026-06-30

Filed2026-07-17

TFC

TRUIST FINL CORP

0.00%

Shares49.4K

Event2026-06-30

Filed2026-07-17

XLP

SELECT SECTOR SPDR TR

0.26%

Shares29.4K

Event2026-06-30

Filed2026-07-17

XLE

SELECT SECTOR SPDR TR

2.00%

Shares43.1K

Event2026-06-30

Filed2026-07-17

IYJ

ISHARES TR

0.00%

Shares13.7K

Event2026-06-30

Filed2026-07-17

ISHARES TR

5.15%

Shares3.0K

Event2026-06-30

Filed2026-07-17

DVY

ISHARES TR

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-17

CRM

SALESFORCE INC

2.42%

Shares14.2K

Event2026-06-30

Filed2026-07-17

DIS

DISNEY WALT CO

2.32%

Shares22.8K

Event2026-06-30

Filed2026-07-17

XLY

SELECT SECTOR SPDR TR

-1.07%

Shares18.4K

Event2026-06-30

Filed2026-07-17

WFC

WELLS FARGO & CO

0.55%

Shares25.6K

Event2026-06-30

Filed2026-07-17

SPYV

SPDR SERIES TRUST

0.11%

Shares34.3K

Event2026-06-30

Filed2026-07-17

SLQD

ISHARES TR

5.23%

Shares40.6K

Event2026-06-30

Filed2026-07-17

IBDW

ISHARES TR

25.45%

Shares97.6K

Event2026-06-30

Filed2026-07-17

NKE

NIKE INC

6.28%

Shares49.1K

Event2026-06-30

Filed2026-07-17

IBM

INTERNATIONAL BUSINESS MACHS

0.90%

Shares6.6K

Event2026-06-30

Filed2026-07-17

VTES

VANGUARD WELLINGTON FD

2.82%

Shares18.3K

Event2026-06-30

Filed2026-07-17

VERIZON COMMUNICATIONS INC

0.64%

Shares43.5K

Event2026-06-30

Filed2026-07-17

IWF

ISHARES TR

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-17

HONEYWELL INTL INC

New

Shares7.9K

Event2026-06-30

Filed2026-07-17

HONEYWELL AEROSPACE INC

New

Shares7.9K

Event2026-06-30

Filed2026-07-17

AXP

AMERICAN EXPRESS CO

-4.43%

Shares5.1K

Event2026-06-30

Filed2026-07-17

COLGATE PALMOLIVE CO

0.00%

Shares17.8K

Event2026-06-30

Filed2026-07-17

BLK

BLACKROCK INC

0.96%

Shares1.6K

Event2026-06-30

Filed2026-07-17

SOUTHSTATE BK CORP

-0.07%

Shares15.0K

Event2026-06-30

Filed2026-07-17

BSCU

INVESCO EXCH TRD SLF IDX FD

44.60%

Shares86.5K

Event2026-06-30

Filed2026-07-17

3M CO

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-17

IVE

ISHARES TR

0.08%

Shares6.2K

Event2026-06-30

Filed2026-07-17

MUB

ISHARES TR

1.65%

Shares12.3K

Event2026-06-30

Filed2026-07-17

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares18.2K

Event2026-06-30

Filed2026-07-17

IJK

ISHARES TR

-0.37%

Shares10.9K

Event2026-06-30

Filed2026-07-17

COSTCO WHOLESALE CORPORATION

0.22%

Shares1.3K

Event2026-06-30

Filed2026-07-17

FITB

FIFTH THIRD BANCORP

-2.24%

Shares21.8K

Event2026-06-30

Filed2026-07-17

UBER

UBER TECHNOLOGIES INC

4.64%

Shares16.9K

Event2026-06-30

Filed2026-07-17

BDX

BECTON DICKINSON & CO

2.45%

Shares7.9K

Event2026-06-30

Filed2026-07-17

ORACLE CORP

-1.36%

Shares8.2K

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC

-4.21%

Shares1.1K

Event2026-06-30

Filed2026-07-17

SPYG

SPDR SERIES TRUST

0.63%

Shares9.5K

Event2026-06-30

Filed2026-07-17

LQD

ISHARES TR

-1.45%

Shares10.2K

Event2026-06-30

Filed2026-07-17

MEDTRONIC PLC

1.48%

Shares14.0K

Event2026-06-30

Filed2026-07-17

DOLLAR GEN CORP

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-17

COP

CONOCOPHILLIPS

0.59%

Shares10.2K

Event2026-06-30

Filed2026-07-17

IQV

IQVIA HLDGS INC

1.25%

Shares5.3K

Event2026-06-30

Filed2026-07-17

LOW

LOWES COS INC

-1.70%

Shares4.6K

Event2026-06-30

Filed2026-07-17

VTIP

VANGUARD MALVERN FDS

4.21%

Shares19.8K

Event2026-06-30

Filed2026-07-17

EUAD

SPINNAKER ETF SERIES

-0.32%

Shares23.4K

Event2026-06-30

Filed2026-07-17

IJH

ISHARES TR

-2.72%

Shares12.8K

Event2026-06-30

Filed2026-07-17

TXN

TEXAS INSTRS INC

-5.65%

Shares3.3K

Event2026-06-30

Filed2026-07-17

XLV

SELECT SECTOR SPDR TR

1.68%

Shares6.0K

Event2026-06-30

Filed2026-07-17

TOWN

TOWNEBANK PORTSMOUTH VA

0.04%

Shares24.4K

Event2026-06-30

Filed2026-07-17

XLB

SELECT SECTOR SPDR TR

0.00%

Shares16.7K

Event2026-06-30

Filed2026-07-17

PFE

PFIZER INC

-6.32%

Shares33.5K

Event2026-06-30

Filed2026-07-17

AZO

AUTOZONE INC

0.00%

Shares252

Event2026-06-30

Filed2026-07-17

SPDR SERIES TRUST

0.02%

Shares9.1K

Event2026-06-30

Filed2026-07-17

GOLDMAN SACHS GROUP INC

-3.16%

Shares767

Event2026-06-30

Filed2026-07-17

GE AEROSPACE

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-17

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-17

VISA INC

-4.82%

Shares2.0K

Event2026-06-30

Filed2026-07-17

IVW

ISHARES TR

-0.10%

Shares5.1K

Event2026-06-30

Filed2026-07-17

IGSB

ISHARES TR

2.60%

Shares12.8K

Event2026-06-30

Filed2026-07-17

MRK

MERCK & CO INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-17

NEXTERA ENERGY INC

New

Shares7.3K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

13.75%

Shares1.7K

Event2026-06-30

Filed2026-07-17

GEV

GE VERNOVA INC

0.00%

Shares518

Event2026-06-30

Filed2026-07-17

ITOT

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-17

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares19.9K

Event2026-06-30

Filed2026-07-17

ROYAL BK CDA

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-17

RGA

REINSURANCE GROUP AMER INC

-1.51%

Shares2.6K

Event2026-06-30

Filed2026-07-17

ANET

ARISTA NETWORKS INC

5.20%

Shares3.2K

Event2026-06-30

Filed2026-07-17

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares921

Event2026-06-30

Filed2026-07-17

APPLIED MATLS INC

0.00%

Shares723

Event2026-06-30

Filed2026-07-17

NSC

NORFOLK SOUTHN CORP

-3.64%

Shares1.6K

Event2026-06-30

Filed2026-07-17

JAAA

JANUS DETROIT STR TR

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-17

TSLA

TESLA INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-17

USB

US BANCORP

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-17

HSIC

SCHEIN HENRY INC

-2.54%

Shares5.8K

Event2026-06-30

Filed2026-07-17

AT&T INC

-0.61%

Shares22.5K

Event2026-06-30

Filed2026-07-17

PHILIP MORRIS INTL INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-17

STIP

ISHARES TR

10.51%

Shares4.2K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

0.52%

Shares575

Event2026-06-30

Filed2026-07-17

VGT

VANGUARD WORLD FD

-20.31%

Shares3.5K

Event2026-06-30

Filed2026-07-17

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-17

DEERE & CO

0.00%

Shares653

Event2026-06-30

Filed2026-07-17

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-17

IWX

ISHARES TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-17

CCI

CROWN CASTLE INC

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-17

EFG

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-17

IWO

ISHARES TR

-1.48%

Shares998

Event2026-06-30

Filed2026-07-17

PSX

PHILLIPS 66

-1.69%

Shares2.3K

Event2026-06-30

Filed2026-07-17

MAR

MARRIOTT INTL INC NEW

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-17

AIPO

TIDAL TRUST II

New

Shares11.3K

Event2026-06-30

Filed2026-07-17

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-17

VXF

VANGUARD INDEX FDS

-11.59%

Shares1.5K

Event2026-06-30

Filed2026-07-17

SPACE EXPLORATION TECHN CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-17

SLV

ISHARES SILVER TR

-15.92%

Shares6.4K

Event2026-06-30

Filed2026-07-17

DTCR

GLOBAL X FDS

New

Shares11.0K

Event2026-06-30

Filed2026-07-17

IWN

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-17

INTC

INTEL CORP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-17

EES

WISDOMTREE TR

-1.03%

Shares4.8K

Event2026-06-30

Filed2026-07-17

EMR

EMERSON ELEC CO

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-17

GIS

GENERAL MILLS INC

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-17

PGR

PROGRESSIVE CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-17

VDE

VANGUARD WORLD FD

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-17

VTV

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-17

IEUR

ISHARES TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-17

ILCG

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-17

SCHF

SCHWAB STRATEGIC TR

-12.51%

Shares10.9K

Event2026-06-30

Filed2026-07-17

ALTRIA GROUP INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-17

MICRON TECHNOLOGY INC

-47.67%

Shares247

Event2026-06-30

Filed2026-07-17

KMI

KINDER MORGAN INC DEL

-3.44%

Shares8.8K

Event2026-06-30

Filed2026-07-17

SLB

SLB LIMITED

-4.78%

Shares6.0K

Event2026-06-30

Filed2026-07-17

WAT

WATERS CORP

-16.94%

Shares711

Event2026-06-30

Filed2026-07-17

PFI

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-17

ADI

ANALOG DEVICES INC

-3.08%

Shares661

Event2026-06-30

Filed2026-07-17

IWD

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-17

KLAC

KLA CORP

New

Shares850

Event2026-06-30

Filed2026-07-17

DXPE

DXP ENTERPRISES INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-17

GLW

CORNING INC

New

Shares909

Event2026-06-30

Filed2026-07-17

IWR

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-17

YUM

YUM BRANDS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-17

LRCX

LAM RESEARCH CORP

New

Shares514

Event2026-06-30

Filed2026-07-17

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-17

PFF

ISHARES TR

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-17

BKNG

BOOKING HOLDINGS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-17

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares293

Event2026-06-30

Filed2026-07-17

VMC

VULCAN MATLS CO

New

Shares678

Event2026-06-30

Filed2026-07-17

RIDGEPOST CAP INC

0.00%

Shares16.9K

Event2026-06-30

Filed2026-07-17

MNKD

MANNKIND CORP

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available