Sponsored

The Analysis of Skyline Advisors, Inc.'s Holdings & P&L

Currently, Skyline Advisors, Inc. holds 123 types of securities in its portfolio with a total value $318.7M. In the most recent quarter, they have increased their positions in VOO (+15.8K shares, valued at $10.9M), DYNF (+130.6K shares, valued at $8.9M), IUSB (+92.2K shares, valued at $4.3M); decreased their positions in QUAL (-38.5K shares, valued at $8.4M), IXUS (-74.8K shares, valued at $7.1M), N/A (-17.6K shares, valued at $6.5M); initiated new positions in N/A (+143.2K shares, valued at $4.0M), BLCR (+55.2K shares, valued at $2.8M), EFG (+5.9K shares, valued at $727.9K).

1M P&L

+921.4K+0.32%

3M P&L

+8.7M+3.14%

HY P&L

+15.3M+5.62%

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/A239.6M

86.5%

2Software - Infrastructure16.9M

6.1%

3Consumer Electronics3.7M

1.3%

Top Industries by Stock Count

1N/A78 stocks

72.2%

2Tobacco2 stocks

1.9%

3Banks - Diversified2 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IUSB ISHARES TR650.7K shares16.51%2026-06-302026-07-20

VOO VANGUARD INDEX FDS27.8K shares132.27%2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS48.3K shares-26.67%2026-06-302026-07-20

SCHG SCHWAB STRATEGIC TR516.8K shares-1.40%2026-06-302026-07-20

MSFT MICROSOFT CORP45.2K shares-0.69%2026-06-302026-07-20

DYNF BLACKROCK ETF TRUST234.6K shares125.70%2026-06-302026-07-20

IXUS ISHARES TR131.9K shares-36.18%2026-06-302026-07-20

CORO BLACKROCK ETF TRUST324.7K shares55.34%2026-06-302026-07-20

Sponsored

MUB ISHARES TR92.1K shares-15.69%2026-06-302026-07-20

BLACKROCK ETF TRUST BLACKROCK ETF TRUST214.2K shares16.65%2026-06-302026-07-20

QUAL ISHARES TR39.3K shares-49.49%2026-06-302026-07-20

CGMS CAPITAL GRP FIXED INCM ETF T313.4K shares-8.72%2026-06-302026-07-20

SCHD SCHWAB STRATEGIC TR262.4K shares-31.18%2026-06-302026-07-20

JMUB J P MORGAN EXCHANGE TRADED F158.1K shares1.48%2026-06-302026-07-20

BAI BLACKROCK ETF TRUST123.2K shares28.70%2026-06-302026-07-20

INMU BLACKROCK ETF TRUST II232.9K shares87.96%2026-06-302026-07-20

Sponsored

VGLT VANGUARD SCOTTSDALE FDS83.6K shares29.99%2026-06-302026-07-20

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II188.5K shares453.73%2026-06-302026-07-20

THRO BLACKROCK ETF TRUST98.9K shares-24.49%2026-06-302026-07-20

BNDX VANGUARD CHARLOTTE FDS85.5K shares20.63%2026-06-302026-07-20

BLACKROCK ETF TRUST BLACKROCK ETF TRUST143.2K sharesnew addition2026-06-302026-07-20

JMOM J P MORGAN EXCHANGE TRADED F46.5K shares7.14%2026-06-302026-07-20

IEMG ISHARES INC46.2K shares-11.23%2026-06-302026-07-20

SHLD GLOBAL X FDS63.1K shares87.51%2026-06-302026-07-20

Sponsored

AAPL APPLE INC12.9K shares-1.34%2026-06-302026-07-20

CGMU CAPITAL GRP FIXED INCM ETF T132.8K shares-19.16%2026-06-302026-07-20

SCHB SCHWAB STRATEGIC TR112.9K shares-0.00%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL5.9K shares-13.35%2026-06-302026-07-20

BLCR BLACKROCK ETF TRUST55.2K sharesnew addition2026-06-302026-07-20

IAU ISHARES GOLD TR35.6K shares93.19%2026-06-302026-07-20

USXF ISHARES TR36.2K shares-3.78%2026-06-302026-07-20

DE DEERE & CO3.5K shares-2.53%2026-06-302026-07-20

Sponsored

ESGV VANGUARD WORLD FD15.3K shares-6.55%2026-06-302026-07-20

HELO J P MORGAN EXCHANGE TRADED F27.6K shares-70.48%2026-06-302026-07-20

LCTU BLACKROCK ETF TRUST21.1K shares17.71%2026-06-302026-07-20

JMST J P MORGAN EXCHANGE TRADED F29.5K shares-29.63%2026-06-302026-07-20

OWNS QUAKER INVT TR86.3K shares39.33%2026-06-302026-07-20

SUSC ISHARES TR62.8K shares8.12%2026-06-302026-07-20

VEA VANGUARD TAX-MANAGED FDS17.5K shares12.66%2026-06-302026-07-20

BAC BANK OF AMER CORP21.0K shares0.01%2026-06-302026-07-20

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.3K shares0.00%2026-06-302026-07-20

DGRO ISHARES TR15.3K shares12.97%2026-06-302026-07-20

OEF ISHARES TR15.4K shares761.93%2026-06-302026-07-20

VSGX VANGUARD WORLD FD13.7K shares-10.16%2026-06-302026-07-20

VEU VANGUARD INTL EQUITY INDEX F13.4K shares0.01%2026-06-302026-07-20

NVDA NVIDIA CORPORATION5.4K shares-6.21%2026-06-302026-07-20

ISHARES TR ISHARES TR1.4K shares-9.10%2026-06-302026-07-20

SMMU PIMCO ETF TR18.0K shares-0.52%2026-06-302026-07-20

Sponsored

BALI BLACKROCK ETF TRUST26.5K shares57.88%2026-06-302026-07-20

VCR VANGUARD WORLD FD2.2K shares-5.38%2026-06-302026-07-20

DFSB DIMENSIONAL ETF TRUST16.4K shares-2.46%2026-06-302026-07-20

SYSB ISHARES TR9.6K shares35.05%2026-06-302026-07-20

PM PHILIP MORRIS INTL INC4.7K shares0.02%2026-06-302026-07-20

SCHP SCHWAB STRATEGIC TR31.5K shares-53.95%2026-06-302026-07-20

SBUX STARBUCKS CORP8.0K shares0.02%2026-06-302026-07-20

FNDF SCHWAB STRATEGIC TR15.5K shares-3.43%2026-06-302026-07-20

Sponsored

XSOE WISDOMTREE TR15.6K shares-20.42%2026-06-302026-07-20

IWD ISHARES TR3.1K shares0.32%2026-06-302026-07-20

ISHARES TR ISHARES TR7.4K shares-53.25%2026-06-302026-07-20

DMXF ISHARES TR8.6K shares-12.75%2026-06-302026-07-20

EFG ISHARES TR5.9K sharesnew addition2026-06-302026-07-20

SOUTHERN CO SOUTHERN CO7.5K shares0.00%2026-06-302026-07-20

SUSB ISHARES TR28.7K sharesnew addition2026-06-302026-07-20

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC939 shares-6.29%2026-06-302026-07-20

Sponsored

JPST J P MORGAN EXCHANGE TRADED F14.1K shares-65.26%2026-06-302026-07-20

VTIP VANGUARD MALVERN FDS13.6K shares158.59%2026-06-302026-07-20

IWS ISHARES TR4.0K shares0.20%2026-06-302026-07-20

MO ALTRIA GROUP INC9.1K shares0.00%2026-06-302026-07-20

SIGI SELECTIVE INS GROUP INC6.6K shares0.00%2026-06-302026-07-20

EMR EMERSON ELEC CO4.2K shares-7.76%2026-06-302026-07-20

IWP ISHARES TR3.8K shares-0.29%2026-06-302026-07-20

IWF ISHARES TR4.3K shares299.82%2026-06-302026-07-20

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F9.4K shares-13.74%2026-06-302026-07-20

FRDM EA SERIES TRUST7.2K shares-21.85%2026-06-302026-07-20

CISCO SYS INC CISCO SYS INC4.4K shares0.43%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON2.0K shares0.15%2026-06-302026-07-20

USMV ISHARES TR5.1K shares8.59%2026-06-302026-07-20

VBR VANGUARD INDEX FDS1.9K shares0.00%2026-06-302026-07-20

BINC BLACKROCK ETF TRUST II8.8K shares-13.82%2026-06-302026-07-20

AMZN AMAZON COM INC1.8K shares5.74%2026-06-302026-07-20

Sponsored

IWN ISHARES TR2.0K shares-3.67%2026-06-302026-07-20

STIP ISHARES TR4.2K shares37.38%2026-06-302026-07-20

BA BOEING CO2.0K shares-18.00%2026-06-302026-07-20

EUSB ISHARES TR9.7K shares-46.81%2026-06-302026-07-20

PG PROCTER & GAMBLE CO2.8K shares0.21%2026-06-302026-07-20

VGT VANGUARD WORLD FD3.3K shares661.81%2026-06-302026-07-20

IBM INTERNATIONAL BUSINESS MACHS1.4K shares0.07%2026-06-302026-07-20

KLAC KLA CORP1.2K shares802.17%2026-06-302026-07-20

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC4.3K shares0.00%2026-06-302026-07-20

CLOA BLACKROCK ETF TRUST II7.1K shares-32.65%2026-06-302026-07-20

HDV ISHARES TR12.9K shares324.21%2026-06-302026-07-20

ETFS GOLD TR ETFS GOLD TR9.0K shares0.00%2026-06-302026-07-20

SGVT SCHWAB STRATEGIC TR3.2K sharesnew addition2026-06-302026-07-20

NOK NOKIA CORP23.8K shares0.00%2026-06-302026-07-20

TMUS T-MOBILE US INC1.9K shares-0.05%2026-06-302026-07-20

NULG NUSHARES ETF TR2.7K shares-34.43%2026-06-302026-07-20

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T412 shares-7.42%2026-06-302026-07-20

NI NISOURCE INC6.4K shares0.00%2026-06-302026-07-20

JQUA J P MORGAN EXCHANGE TRADED F4.1K shares0.00%2026-06-302026-07-20

CCEP COCA-COLA EUROPACIFIC PARTNE2.9K shares0.00%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO888 shares-13.70%2026-06-302026-07-20

MRK MERCK & CO INC2.2K shares-0.22%2026-06-302026-07-20

SECU BLACKROCK ETF TRUST II5.7K sharesnew addition2026-06-302026-07-20

QQQ INVESCO QQQ TR384 shares0.00%2026-06-302026-07-20

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F6.0K sharesnew addition2026-06-302026-07-20

EMLC VANECK ETF TRUST10.5K shares-0.65%2026-06-302026-07-20

FVD FIRST TR EXCHANGE-TRADED FD5.4K shares0.32%2026-06-302026-07-20

SPG SIMON PPTY GROUP INC NEW1.2K shares1.05%2026-06-302026-07-20

VGK VANGUARD INTL EQUITY INDEX F2.9K shares1.38%2026-06-302026-07-20

SCHH SCHWAB STRATEGIC TR10.7K shares0.00%2026-06-302026-07-20

PNC PNC FINL SVCS GROUP INC1.0K shares0.00%2026-06-302026-07-20

WMT WALMART INC2.2K shares0.28%2026-06-302026-07-20

Sponsored

GOOG ALPHABET INC668 sharesnew addition2026-06-302026-07-20

SCHA SCHWAB STRATEGIC TR6.5K sharesnew addition2026-06-302026-07-20

CVLC MORGAN STANLEY ETF TRUST2.5K shares-53.03%2026-06-302026-07-20

WFC WELLS FARGO & CO2.7K shares0.00%2026-06-302026-07-20

PEP PEPSICO INC1.7K shares0.00%2026-06-302026-07-20

APPLIED MATLS INC APPLIED MATLS INC310 sharesnew addition2026-06-302026-07-20

VWO VANGUARD INTL EQUITY INDEX F3.7K shares0.11%2026-06-302026-07-20

FGDL FRANKLIN TEMPLETON HOLDINGS4.1K shares20.14%2026-06-302026-07-20

Sponsored

LOW LOWES COS INC970 shares-4.53%2026-06-302026-07-20

HD HOME DEPOT INC579 sharesnew addition2026-06-302026-07-20

XLI SELECT SECTOR SPDR TR1.1K sharesnew addition2026-06-302026-07-20

IUSB

ISHARES TR

16.51%

Shares650.7K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

132.27%

Shares27.8K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

-26.67%

Shares48.3K

Event2026-06-30

Filed2026-07-20

SCHG

SCHWAB STRATEGIC TR

-1.40%

Shares516.8K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

-0.69%

Shares45.2K

Event2026-06-30

Filed2026-07-20

DYNF

BLACKROCK ETF TRUST

125.70%

Shares234.6K

Event2026-06-30

Filed2026-07-20

IXUS

ISHARES TR

-36.18%

Shares131.9K

Event2026-06-30

Filed2026-07-20

CORO

BLACKROCK ETF TRUST

55.34%

Shares324.7K

Event2026-06-30

Filed2026-07-20

MUB

ISHARES TR

-15.69%

Shares92.1K

Event2026-06-30

Filed2026-07-20

BLACKROCK ETF TRUST

16.65%

Shares214.2K

Event2026-06-30

Filed2026-07-20

QUAL

ISHARES TR

-49.49%

Shares39.3K

Event2026-06-30

Filed2026-07-20

CGMS

CAPITAL GRP FIXED INCM ETF T

-8.72%

Shares313.4K

Event2026-06-30

Filed2026-07-20

SCHD

SCHWAB STRATEGIC TR

-31.18%

Shares262.4K

Event2026-06-30

Filed2026-07-20

JMUB

J P MORGAN EXCHANGE TRADED F

1.48%

Shares158.1K

Event2026-06-30

Filed2026-07-20

BAI

BLACKROCK ETF TRUST

28.70%

Shares123.2K

Event2026-06-30

Filed2026-07-20

INMU

BLACKROCK ETF TRUST II

87.96%

Shares232.9K

Event2026-06-30

Filed2026-07-20

VGLT

VANGUARD SCOTTSDALE FDS

29.99%

Shares83.6K

Event2026-06-30

Filed2026-07-20

INVESCO EXCH TRADED FD TR II

453.73%

Shares188.5K

Event2026-06-30

Filed2026-07-20

THRO

BLACKROCK ETF TRUST

-24.49%

Shares98.9K

Event2026-06-30

Filed2026-07-20

BNDX

VANGUARD CHARLOTTE FDS

20.63%

Shares85.5K

Event2026-06-30

Filed2026-07-20

BLACKROCK ETF TRUST

New

Shares143.2K

Event2026-06-30

Filed2026-07-20

JMOM

J P MORGAN EXCHANGE TRADED F

7.14%

Shares46.5K

Event2026-06-30

Filed2026-07-20

IEMG

ISHARES INC

-11.23%

Shares46.2K

Event2026-06-30

Filed2026-07-20

SHLD

GLOBAL X FDS

87.51%

Shares63.1K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

-1.34%

Shares12.9K

Event2026-06-30

Filed2026-07-20

CGMU

CAPITAL GRP FIXED INCM ETF T

-19.16%

Shares132.8K

Event2026-06-30

Filed2026-07-20

SCHB

SCHWAB STRATEGIC TR

-0.00%

Shares112.9K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

-13.35%

Shares5.9K

Event2026-06-30

Filed2026-07-20

BLCR

BLACKROCK ETF TRUST

New

Shares55.2K

Event2026-06-30

Filed2026-07-20

IAU

ISHARES GOLD TR

93.19%

Shares35.6K

Event2026-06-30

Filed2026-07-20

USXF

ISHARES TR

-3.78%

Shares36.2K

Event2026-06-30

Filed2026-07-20

DEERE & CO

-2.53%

Shares3.5K

Event2026-06-30

Filed2026-07-20

ESGV

VANGUARD WORLD FD

-6.55%

Shares15.3K

Event2026-06-30

Filed2026-07-20

HELO

J P MORGAN EXCHANGE TRADED F

-70.48%

Shares27.6K

Event2026-06-30

Filed2026-07-20

LCTU

BLACKROCK ETF TRUST

17.71%

Shares21.1K

Event2026-06-30

Filed2026-07-20

JMST

J P MORGAN EXCHANGE TRADED F

-29.63%

Shares29.5K

Event2026-06-30

Filed2026-07-20

OWNS

QUAKER INVT TR

39.33%

Shares86.3K

Event2026-06-30

Filed2026-07-20

SUSC

ISHARES TR

8.12%

Shares62.8K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

12.66%

Shares17.5K

Event2026-06-30

Filed2026-07-20

BAC

BANK OF AMER CORP

0.01%

Shares21.0K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-20

DGRO

ISHARES TR

12.97%

Shares15.3K

Event2026-06-30

Filed2026-07-20

OEF

ISHARES TR

761.93%

Shares15.4K

Event2026-06-30

Filed2026-07-20

VSGX

VANGUARD WORLD FD

-10.16%

Shares13.7K

Event2026-06-30

Filed2026-07-20

VEU

VANGUARD INTL EQUITY INDEX F

0.01%

Shares13.4K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

-6.21%

Shares5.4K

Event2026-06-30

Filed2026-07-20

ISHARES TR

-9.10%

Shares1.4K

Event2026-06-30

Filed2026-07-20

SMMU

PIMCO ETF TR

-0.52%

Shares18.0K

Event2026-06-30

Filed2026-07-20

BALI

BLACKROCK ETF TRUST

57.88%

Shares26.5K

Event2026-06-30

Filed2026-07-20

VCR

VANGUARD WORLD FD

-5.38%

Shares2.2K

Event2026-06-30

Filed2026-07-20

DFSB

DIMENSIONAL ETF TRUST

-2.46%

Shares16.4K

Event2026-06-30

Filed2026-07-20

SYSB

ISHARES TR

35.05%

Shares9.6K

Event2026-06-30

Filed2026-07-20

PHILIP MORRIS INTL INC

0.02%

Shares4.7K

Event2026-06-30

Filed2026-07-20

SCHP

SCHWAB STRATEGIC TR

-53.95%

Shares31.5K

Event2026-06-30

Filed2026-07-20

SBUX

STARBUCKS CORP

0.02%

Shares8.0K

Event2026-06-30

Filed2026-07-20

FNDF

SCHWAB STRATEGIC TR

-3.43%

Shares15.5K

Event2026-06-30

Filed2026-07-20

XSOE

WISDOMTREE TR

-20.42%

Shares15.6K

Event2026-06-30

Filed2026-07-20

IWD

ISHARES TR

0.32%

Shares3.1K

Event2026-06-30

Filed2026-07-20

ISHARES TR

-53.25%

Shares7.4K

Event2026-06-30

Filed2026-07-20

DMXF

ISHARES TR

-12.75%

Shares8.6K

Event2026-06-30

Filed2026-07-20

EFG

ISHARES TR

New

Shares5.9K

Event2026-06-30

Filed2026-07-20

SOUTHERN CO

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-20

SUSB

ISHARES TR

New

Shares28.7K

Event2026-06-30

Filed2026-07-20

CROWDSTRIKE HLDGS INC

-6.29%

Shares939

Event2026-06-30

Filed2026-07-20

JPST

J P MORGAN EXCHANGE TRADED F

-65.26%

Shares14.1K

Event2026-06-30

Filed2026-07-20

VTIP

VANGUARD MALVERN FDS

158.59%

Shares13.6K

Event2026-06-30

Filed2026-07-20

IWS

ISHARES TR

0.20%

Shares4.0K

Event2026-06-30

Filed2026-07-20

ALTRIA GROUP INC

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-20

SIGI

SELECTIVE INS GROUP INC

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-20

EMR

EMERSON ELEC CO

-7.76%

Shares4.2K

Event2026-06-30

Filed2026-07-20

IWP

ISHARES TR

-0.29%

Shares3.8K

Event2026-06-30

Filed2026-07-20

IWF

ISHARES TR

299.82%

Shares4.3K

Event2026-06-30

Filed2026-07-20

JEPI

J P MORGAN EXCHANGE TRADED F

-13.74%

Shares9.4K

Event2026-06-30

Filed2026-07-20

FRDM

EA SERIES TRUST

-21.85%

Shares7.2K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

0.43%

Shares4.4K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

0.15%

Shares2.0K

Event2026-06-30

Filed2026-07-20

USMV

ISHARES TR

8.59%

Shares5.1K

Event2026-06-30

Filed2026-07-20

VBR

VANGUARD INDEX FDS

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-20

BINC

BLACKROCK ETF TRUST II

-13.82%

Shares8.8K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

5.74%

Shares1.8K

Event2026-06-30

Filed2026-07-20

IWN

ISHARES TR

-3.67%

Shares2.0K

Event2026-06-30

Filed2026-07-20

STIP

ISHARES TR

37.38%

Shares4.2K

Event2026-06-30

Filed2026-07-20

BOEING CO

-18.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

EUSB

ISHARES TR

-46.81%

Shares9.7K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

0.21%

Shares2.8K

Event2026-06-30

Filed2026-07-20

VGT

VANGUARD WORLD FD

661.81%

Shares3.3K

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-20

KLAC

KLA CORP

802.17%

Shares1.2K

Event2026-06-30

Filed2026-07-20

NEXTERA ENERGY INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-20

CLOA

BLACKROCK ETF TRUST II

-32.65%

Shares7.1K

Event2026-06-30

Filed2026-07-20

HDV

ISHARES TR

324.21%

Shares12.9K

Event2026-06-30

Filed2026-07-20

ETFS GOLD TR

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-20

SGVT

SCHWAB STRATEGIC TR

New

Shares3.2K

Event2026-06-30

Filed2026-07-20

NOK

NOKIA CORP

0.00%

Shares23.8K

Event2026-06-30

Filed2026-07-20

TMUS

T-MOBILE US INC

-0.05%

Shares1.9K

Event2026-06-30

Filed2026-07-20

NULG

NUSHARES ETF TR

-34.43%

Shares2.7K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

-7.42%

Shares412

Event2026-06-30

Filed2026-07-20

NISOURCE INC

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-20

JQUA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-20

CCEP

COCA-COLA EUROPACIFIC PARTNE

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

-13.70%

Shares888

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC

-0.22%

Shares2.2K

Event2026-06-30

Filed2026-07-20

SECU

BLACKROCK ETF TRUST II

New

Shares5.7K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

0.00%

Shares384

Event2026-06-30

Filed2026-07-20

JCPB

J P MORGAN EXCHANGE TRADED F

New

Shares6.0K

Event2026-06-30

Filed2026-07-20

EMLC

VANECK ETF TRUST

-0.65%

Shares10.5K

Event2026-06-30

Filed2026-07-20

FVD

FIRST TR EXCHANGE-TRADED FD

0.32%

Shares5.4K

Event2026-06-30

Filed2026-07-20

SPG

SIMON PPTY GROUP INC NEW

1.05%

Shares1.2K

Event2026-06-30

Filed2026-07-20

VGK

VANGUARD INTL EQUITY INDEX F

1.38%

Shares2.9K

Event2026-06-30

Filed2026-07-20

SCHH

SCHWAB STRATEGIC TR

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-20

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

0.28%

Shares2.2K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

New

Shares668

Event2026-06-30

Filed2026-07-20

SCHA

SCHWAB STRATEGIC TR

New

Shares6.5K

Event2026-06-30

Filed2026-07-20

CVLC

MORGAN STANLEY ETF TRUST

-53.03%

Shares2.5K

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-20

APPLIED MATLS INC

New

Shares310

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD INTL EQUITY INDEX F

0.11%

Shares3.7K

Event2026-06-30

Filed2026-07-20

FGDL

FRANKLIN TEMPLETON HOLDINGS

20.14%

Shares4.1K

Event2026-06-30

Filed2026-07-20

LOW

LOWES COS INC

-4.53%

Shares970

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC

New

Shares579

Event2026-06-30

Filed2026-07-20

XLI

SELECT SECTOR SPDR TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available