The Analysis of GILPIN WEALTH MANAGEMENT, LLC's Holdings & P&L


Currently, GILPIN WEALTH MANAGEMENT, LLC holds 1063 types of securities in its portfolio with a total value $144.6M. In the most recent quarter, they have increased their positions in SPYV (+21.9K shares, valued at $1.3M), VOO (+1.7K shares, valued at $1.2M), KLAC (+3.8K shares, valued at $1.1M); decreased their positions in VLUE (-14.4K shares, valued at $2.9M), AOK (-8.5K shares, valued at $353.0K), NVDA (-1.1K shares, valued at $217.7K); initiated new positions in N/A (+2.2K shares, valued at $378.6K), SCHX (+6.9K shares, valued at $202.7K), JAJL (+2.5K shares, valued at $74.8K).


1M P&L
+537.8K+0.45%
3M P&L
-3.1M-2.56%
HY P&L
+3.7M+3.21%

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/A72.7M
59.1%
2Software - Infrastructure7.0M
5.7%
3Semiconductors6.6M
5.4%

Top Industries by Stock Count

1N/A232 stocks
23.8%
2Banks - Regional59 stocks
6.0%
3Software - Application22 stocks
2.3%
Stock Holdings
NVDA
NVIDIA CORPORATION
-4.08%
Shares25.5K
Event2026-06-30
Filed2026-07-24
VLUE
ISHARES TR
-38.71%
Shares22.8K
Event2026-06-30
Filed2026-07-24
FTNT
FORTINET INC
-4.48%
Shares28.4K
Event2026-06-30
Filed2026-07-24
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.25%
Shares11.6K
Event2026-06-30
Filed2026-07-24
ISHARES TR
ISHARES TR
-4.15%
Shares5.4K
Event2026-06-30
Filed2026-07-24
VXF
VANGUARD INDEX FDS
0.00%
Shares15.8K
Event2026-06-30
Filed2026-07-24
FLRN
SPDR SERIES TRUST
5.91%
Shares110.4K
Event2026-06-30
Filed2026-07-24
AAPL
APPLE INC
-2.00%
Shares11.6K
Event2026-06-30
Filed2026-07-24
GOOGL
ALPHABET INC
-3.01%
Shares8.5K
Event2026-06-30
Filed2026-07-24
SPIB
SPDR SERIES TRUST
-0.74%
Shares78.0K
Event2026-06-30
Filed2026-07-24
AOK
ISHARES TR
-11.98%
Shares62.5K
Event2026-06-30
Filed2026-07-24
BIL
SPDR SERIES TRUST
24.89%
Shares26.3K
Event2026-06-30
Filed2026-07-24
BINC
BLACKROCK ETF TRUST II
-1.52%
Shares45.2K
Event2026-06-30
Filed2026-07-24
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
-2.45%
Shares7.1K
Event2026-06-30
Filed2026-07-24
MSFT
MICROSOFT CORP
-0.67%
Shares5.5K
Event2026-06-30
Filed2026-07-24
SPSB
SPDR SERIES TRUST
-0.98%
Shares63.2K
Event2026-06-30
Filed2026-07-24
JPST
J P MORGAN EXCHANGE TRADED F
-7.83%
Shares36.8K
Event2026-06-30
Filed2026-07-24
DGRO
ISHARES TR
2.15%
Shares22.6K
Event2026-06-30
Filed2026-07-24
GOOG
ALPHABET INC
-6.89%
Shares4.7K
Event2026-06-30
Filed2026-07-24
ET
ENERGY TRANSFER L P
0.18%
Shares86.0K
Event2026-06-30
Filed2026-07-24
EPD
ENTERPRISE PRODS PARTNERS L
-0.35%
Shares42.1K
Event2026-06-30
Filed2026-07-24
AMZN
AMAZON COM INC
-0.31%
Shares6.5K
Event2026-06-30
Filed2026-07-24
CWB
SPDR SERIES TRUST
-0.49%
Shares14.2K
Event2026-06-30
Filed2026-07-24
BRK.B
BERKSHIRE HATHAWAY INC DEL
-6.22%
Shares3.1K
Event2026-06-30
Filed2026-07-24
AMGN
AMGEN INC
-0.96%
Shares4.1K
Event2026-06-30
Filed2026-07-24
IWB
ISHARES TR
-1.75%
Shares3.6K
Event2026-06-30
Filed2026-07-24
WFC
WELLS FARGO & CO
-1.26%
Shares17.8K
Event2026-06-30
Filed2026-07-24
IJH
ISHARES TR
1.23%
Shares18.9K
Event2026-06-30
Filed2026-07-24
SCHD
SCHWAB STRATEGIC TR
4.75%
Shares45.4K
Event2026-06-30
Filed2026-07-24
SPTM
SPDR SERIES TRUST
-1.47%
Shares14.8K
Event2026-06-30
Filed2026-07-24
SPYV
SPDR SERIES TRUST
21898.00%
Shares22.0K
Event2026-06-30
Filed2026-07-24
ISHARES TR
ISHARES TR
-0.81%
Shares13.5K
Event2026-06-30
Filed2026-07-24
KLAC
KLA CORP
888.32%
Shares4.2K
Event2026-06-30
Filed2026-07-24
CISCO SYS INC
CISCO SYS INC
-6.07%
Shares10.8K
Event2026-06-30
Filed2026-07-24
SPDW
SPDR INDEX SHS FDS
1.16%
Shares24.1K
Event2026-06-30
Filed2026-07-24
VOO
VANGUARD INDEX FDS
2205.26%
Shares1.8K
Event2026-06-30
Filed2026-07-24
TLH
ISHARES TR
-7.98%
Shares11.9K
Event2026-06-30
Filed2026-07-24
TSLA
TESLA INC
0.07%
Shares2.8K
Event2026-06-30
Filed2026-07-24
FTCB
FIRST TR EXCHANGE-TRADED FD
79.33%
Shares54.9K
Event2026-06-30
Filed2026-07-24
VCSH
VANGUARD SCOTTSDALE FDS
-0.88%
Shares14.1K
Event2026-06-30
Filed2026-07-24
IEF
ISHARES TR
0.00%
Shares11.7K
Event2026-06-30
Filed2026-07-24
IEMG
ISHARES INC
4.23%
Shares13.2K
Event2026-06-30
Filed2026-07-24
SCHJ
SCHWAB STRATEGIC TR
54.14%
Shares41.9K
Event2026-06-30
Filed2026-07-24
SCHB
SCHWAB STRATEGIC TR
0.00%
Shares34.2K
Event2026-06-30
Filed2026-07-24
USRT
ISHARES TR
-0.79%
Shares14.6K
Event2026-06-30
Filed2026-07-24
VISA INC
VISA INC
-1.51%
Shares2.7K
Event2026-06-30
Filed2026-07-24
JEPI
J P MORGAN EXCHANGE TRADED F
-2.06%
Shares16.4K
Event2026-06-30
Filed2026-07-24
IWM
ISHARES TR
-0.49%
Shares3.1K
Event2026-06-30
Filed2026-07-24
MTZ
MASTEC INC
0.00%
Shares2.1K
Event2026-06-30
Filed2026-07-24
OUTLOOK THERAPEUTICS INC
OUTLOOK THERAPEUTICS INC
-7.52%
Shares555.0K
Event2026-06-30
Filed2026-07-24
RTX CORPORATION
RTX CORPORATION
-3.67%
Shares4.6K
Event2026-06-30
Filed2026-07-24
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares1.6K
Event2026-06-30
Filed2026-07-24
AOM
ISHARES TR
17.59%
Shares16.6K
Event2026-06-30
Filed2026-07-24
VWO
VANGUARD INTL EQUITY INDEX F
0.00%
Shares13.7K
Event2026-06-30
Filed2026-07-24
PJP
INVESCO EXCHANGE TRADED FD T
-2.98%
Shares6.7K
Event2026-06-30
Filed2026-07-24
WASTE MGMT INC DEL
WASTE MGMT INC DEL
-0.83%
Shares3.6K
Event2026-06-30
Filed2026-07-24
PCAR
PACCAR INC
-2.87%
Shares6.0K
Event2026-06-30
Filed2026-07-24
EMR
EMERSON ELEC CO
-3.96%
Shares5.0K
Event2026-06-30
Filed2026-07-24
SPMD
SPDR SERIES TRUST
-0.39%
Shares10.0K
Event2026-06-30
Filed2026-07-24
QUS
SPDR SERIES TRUST
-1.10%
Shares3.6K
Event2026-06-30
Filed2026-07-24
LRCX
LAM RESEARCH CORP
0.00%
Shares1.6K
Event2026-06-30
Filed2026-07-24
SCHA
SCHWAB STRATEGIC TR
1.69%
Shares18.6K
Event2026-06-30
Filed2026-07-24
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
-4.76%
Shares5.7K
Event2026-06-30
Filed2026-07-24
AMD
ADVANCED MICRO DEVICES INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-24
VUG
VANGUARD INDEX FDS
483.27%
Shares7.5K
Event2026-06-30
Filed2026-07-24
HYZD
WISDOMTREE TR
0.00%
Shares28.5K
Event2026-06-30
Filed2026-07-24
ORACLE CORP
ORACLE CORP
-1.49%
Shares4.2K
Event2026-06-30
Filed2026-07-24
VBR
VANGUARD INDEX FDS
-0.82%
Shares2.6K
Event2026-06-30
Filed2026-07-24
CVX
CHEVRON CORPORATION
-0.66%
Shares3.7K
Event2026-06-30
Filed2026-07-24
SPSM
SPDR SERIES TRUST
-0.06%
Shares10.7K
Event2026-06-30
Filed2026-07-24
SDVY
FIRST TR EXCHANGE TRADED FD
-0.04%
Shares14.3K
Event2026-06-30
Filed2026-07-24
VANECK ETF TRUST
VANECK ETF TRUST
-2.60%
Shares8.0K
Event2026-06-30
Filed2026-07-24
STRL
STERLING INFRASTRUCTURE INC
-0.99%
Shares703
Event2026-06-30
Filed2026-07-24
COP
CONOCOPHILLIPS
-4.78%
Shares5.5K
Event2026-06-30
Filed2026-07-24
URI
UNITED RENTALS INC
0.00%
Shares500
Event2026-06-30
Filed2026-07-24
USMV
ISHARES TR
0.00%
Shares5.8K
Event2026-06-30
Filed2026-07-24
HFRO
HIGHLAND OPPS & INCOME FD
-16.47%
Shares76.5K
Event2026-06-30
Filed2026-07-24
DIS
DISNEY WALT CO
-2.37%
Shares5.5K
Event2026-06-30
Filed2026-07-24
SYK
STRYKER CORPORATION
-2.33%
Shares1.7K
Event2026-06-30
Filed2026-07-24
VRT
VERTIV HOLDINGS CO
-1.88%
Shares1.6K
Event2026-06-30
Filed2026-07-24
S&P GLOBAL INC
S&P GLOBAL INC
-0.99%
Shares1.2K
Event2026-06-30
Filed2026-07-24
SCHF
SCHWAB STRATEGIC TR
0.00%
Shares16.7K
Event2026-06-30
Filed2026-07-24
BK
BANK OF NY MELLON CORP
-0.80%
Shares3.1K
Event2026-06-30
Filed2026-07-24
IWR
ISHARES TR
0.00%
Shares4.0K
Event2026-06-30
Filed2026-07-24
CORZ
CORE SCIENTIFIC INC NEW
0.00%
Shares17.2K
Event2026-06-30
Filed2026-07-24
PPT
PUTNAM PREMIER INCOME TR
26.54%
Shares123.2K
Event2026-06-30
Filed2026-07-24
UL
UNILEVER PLC
-2.46%
Shares7.0K
Event2026-06-30
Filed2026-07-24
PEP
PEPSICO INC
-1.52%
Shares3.0K
Event2026-06-30
Filed2026-07-24
SPYG
SPDR SERIES TRUST
7.02%
Shares3.4K
Event2026-06-30
Filed2026-07-24
AGX
ARGAN INC
0.00%
Shares497
Event2026-06-30
Filed2026-07-24
SMDV
PROSHARES TR
0.00%
Shares5.1K
Event2026-06-30
Filed2026-07-24
CMI
CUMMINS INC
0.00%
Shares550
Event2026-06-30
Filed2026-07-24
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares2.2K
Event2026-06-30
Filed2026-07-24
VNQ
VANGUARD INDEX FDS
0.00%
Shares3.8K
Event2026-06-30
Filed2026-07-24
HD
HOME DEPOT INC
-0.48%
Shares1.0K
Event2026-06-30
Filed2026-07-24
VEA
VANGUARD TAX-MANAGED FDS
0.00%
Shares5.0K
Event2026-06-30
Filed2026-07-24
SCHE
SCHWAB STRATEGIC TR
0.00%
Shares9.8K
Event2026-06-30
Filed2026-07-24
AGZD
WISDOMTREE TR
-4.86%
Shares15.7K
Event2026-06-30
Filed2026-07-24
RDVY
FIRST TR EXCHANGE TRADED FD
2.92%
Shares4.3K
Event2026-06-30
Filed2026-07-24
AIRR
FIRST TR EXCHANGE TRADED FD
-1.88%
Shares2.6K
Event2026-06-30
Filed2026-07-24
SPEM
SPDR INDEX SHS FDS
0.00%
Shares6.3K
Event2026-06-30
Filed2026-07-24
BDX
BECTON DICKINSON & CO
-1.78%
Shares2.1K
Event2026-06-30
Filed2026-07-24
APPLIED MATLS INC
APPLIED MATLS INC
-1.59%
Shares434
Event2026-06-30
Filed2026-07-24
QCOM
QUALCOMM INC
-0.29%
Shares1.7K
Event2026-06-30
Filed2026-07-24
REGL
PROSHARES TR
-5.76%
Shares3.3K
Event2026-06-30
Filed2026-07-24
GILD
GILEAD SCIENCES INC
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-24
IQV
IQVIA HLDGS INC
811.25%
Shares1.5K
Event2026-06-30
Filed2026-07-24
IWS
ISHARES TR
0.00%
Shares1.7K
Event2026-06-30
Filed2026-07-24
SFLR
INNOVATOR ETFS TRUST
24.91%
Shares7.1K
Event2026-06-30
Filed2026-07-24
NOBL
PROSHARES TR
87.23%
Shares4.8K
Event2026-06-30
Filed2026-07-24
TEX
TEREX CORP NEW
0.00%
Shares3.8K
Event2026-06-30
Filed2026-07-24
MTUM
ISHARES TR
-1.79%
Shares766
Event2026-06-30
Filed2026-07-24
XIFR
XPLR INFRASTRUCTURE LP
29.10%
Shares22.2K
Event2026-06-30
Filed2026-07-24
BND
VANGUARD BD INDEX FDS
61.40%
Shares3.6K
Event2026-06-30
Filed2026-07-24
TXN
TEXAS INSTRS INC
0.00%
Shares839
Event2026-06-30
Filed2026-07-24
TIP
ISHARES TR
-4.32%
Shares2.2K
Event2026-06-30
Filed2026-07-24
VTV
VANGUARD INDEX FDS
57.65%
Shares1.1K
Event2026-06-30
Filed2026-07-24
ABT
ABBOTT LABORATORIES
0.00%
Shares2.6K
Event2026-06-30
Filed2026-07-24
INTC
INTEL CORP
0.00%
Shares1.7K
Event2026-06-30
Filed2026-07-24
LQD
ISHARES TR
-0.05%
Shares2.1K
Event2026-06-30
Filed2026-07-24
TLT
ISHARES TR
0.00%
Shares2.6K
Event2026-06-30
Filed2026-07-24
MEDP
MEDPACE HLDGS INC
0.00%
Shares415
Event2026-06-30
Filed2026-07-24
VEEV
VEEVA SYS INC
1201.05%
Shares1.2K
Event2026-06-30
Filed2026-07-24
USB
US BANCORP
0.00%
Shares3.6K
Event2026-06-30
Filed2026-07-24
MEDTRONIC PLC
MEDTRONIC PLC
-2.43%
Shares2.7K
Event2026-06-30
Filed2026-07-24
PG
PROCTER & GAMBLE CO
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-24
DFSV
DIMENSIONAL ETF TRUST
-4.43%
Shares5.4K
Event2026-06-30
Filed2026-07-24
ICF
ISHARES TR
-2.23%
Shares3.1K
Event2026-06-30
Filed2026-07-24
WMT
WALMART INC
-3.93%
Shares1.8K
Event2026-06-30
Filed2026-07-24
BCC
BOISE CASCADE CO DEL
-0.22%
Shares2.7K
Event2026-06-30
Filed2026-07-24
SCHX
SCHWAB STRATEGIC TR
New
Shares6.9K
Event2026-06-30
Filed2026-07-24
XBI
SPDR SERIES TRUST
0.63%
Shares1.3K
Event2026-06-30
Filed2026-07-24
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
63.23%
Shares7.5K
Event2026-06-30
Filed2026-07-24
DHI
D R HORTON INC
-2.01%
Shares1.2K
Event2026-06-30
Filed2026-07-24
SCHW
SCHWAB CHARLES CORP
-1.56%
Shares2.1K
Event2026-06-30
Filed2026-07-24
EXXON MOBIL CORP
EXXON MOBIL CORP
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-24
AOR
ISHARES TR
9.20%
Shares2.8K
Event2026-06-30
Filed2026-07-24
CEG
CONSTELLATION ENERGY CORP
0.00%
Shares770
Event2026-06-30
Filed2026-07-24
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
7.17%
Shares254
Event2026-06-30
Filed2026-07-24
BALT
INNOVATOR ETFS TRUST
29.41%
Shares5.5K
Event2026-06-30
Filed2026-07-24
EFA
ISHARES TR
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-24
TJX
TJX COS INC NEW
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-24
LMBS
FIRST TR EXCHANGE-TRADED FD
228.04%
Shares3.6K
Event2026-06-30
Filed2026-07-24
MINT
PIMCO ETF TR
4.71%
Shares1.8K
Event2026-06-30
Filed2026-07-24
VGK
VANGUARD INTL EQUITY INDEX F
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-24
TFC
TRUIST FINL CORP
0.00%
Shares3.3K
Event2026-06-30
Filed2026-07-24
GPIQ
GOLDMAN SACHS ETF TR
14.63%
Shares2.8K
Event2026-06-30
Filed2026-07-24
ELV
ELEVANCE HEALTH INC FORMERLY
296.23%
Shares420
Event2026-06-30
Filed2026-07-24
IJR
ISHARES TR
28.34%
Shares1.1K
Event2026-06-30
Filed2026-07-24
SHYD
VANECK ETF TRUST
0.00%
Shares7.0K
Event2026-06-30
Filed2026-07-24
GLD
SPDR GOLD TR
0.00%
Shares431
Event2026-06-30
Filed2026-07-24
AEP
AMERICAN ELEC PWR CO INC
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-24
GS
GOLDMAN SACHS GROUP INC
0.00%
Shares150
Event2026-06-30
Filed2026-07-24
TGT
TARGET CORP
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-24
DVY
ISHARES TR
0.00%
Shares925
Event2026-06-30
Filed2026-07-24
GRID
FIRST TR EXCHANGE-TRADED FD
4.33%
Shares747
Event2026-06-30
Filed2026-07-24
PGF
INVESCO EXCHANGE TRADED FD T
-9.07%
Shares10.0K
Event2026-06-30
Filed2026-07-24
CHUBB LIMITED
CHUBB LIMITED
0.00%
Shares400
Event2026-06-30
Filed2026-07-24
FLS
FLOWSERVE CORP
6.01%
Shares1.8K
Event2026-06-30
Filed2026-07-24
ICE
INTERCONTINENTAL EXCHANGE IN
2597.44%
Shares1.1K
Event2026-06-30
Filed2026-07-24
ABBVIE INC
ABBVIE INC
0.00%
Shares513
Event2026-06-30
Filed2026-07-24
IDV
ISHARES TR
0.00%
Shares3.0K
Event2026-06-30
Filed2026-07-24
BAI
BLACKROCK ETF TRUST
640.88%
Shares2.4K
Event2026-06-30
Filed2026-07-24
EFV
ISHARES TR
-1.65%
Shares1.6K
Event2026-06-30
Filed2026-07-24
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares239
Event2026-06-30
Filed2026-07-24
PDI
PIMCO DYNAMIC INCOME FD
0.00%
Shares7.0K
Event2026-06-30
Filed2026-07-24
VPLS
VANGUARD MALVERN FDS
-7.41%
Shares1.5K
Event2026-06-30
Filed2026-07-24
SPIP
SPDR SERIES TRUST
-10.65%
Shares4.4K
Event2026-06-30
Filed2026-07-24
SCHG
SCHWAB STRATEGIC TR
1115.88%
Shares3.4K
Event2026-06-30
Filed2026-07-24
AIA
ISHARES TR
0.00%
Shares800
Event2026-06-30
Filed2026-07-24
EMB
ISHARES TR
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-24
VB
VANGUARD INDEX FDS
0.00%
Shares358
Event2026-06-30
Filed2026-07-24
BMY
BRISTOL-MYERS SQUIBB CO
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-24
PANW
PALO ALTO NETWORKS INC
0.00%
Shares318
Event2026-06-30
Filed2026-07-24
GE
GE AEROSPACE
0.00%
Shares289
Event2026-06-30
Filed2026-07-24
RSP
INVESCO EXCHANGE TRADED FD T
0.00%
Shares500
Event2026-06-30
Filed2026-07-24
HELO
J P MORGAN EXCHANGE TRADED F
3.76%
Shares1.6K
Event2026-06-30
Filed2026-07-24
MATX
MATSON INC
0.00%
Shares549
Event2026-06-30
Filed2026-07-24
CCJ
CAMECO CORP
-11.30%
Shares1.0K
Event2026-06-30
Filed2026-07-24
JNJ
JOHNSON & JOHNSON
-16.43%
Shares407
Event2026-06-30
Filed2026-07-24
DFAE
DIMENSIONAL ETF TRUST
183.89%
Shares2.6K
Event2026-06-30
Filed2026-07-24
BSV
VANGUARD BD INDEX FDS
-4.48%
Shares1.3K
Event2026-06-30
Filed2026-07-24
CIBR
FIRST TR EXCHANGE-TRADED FD
6.26%
Shares1.1K
Event2026-06-30
Filed2026-07-24
DYNF
BLACKROCK ETF TRUST
2364.41%
Shares1.5K
Event2026-06-30
Filed2026-07-24
XLE
SELECT SECTOR SPDR TR
-1.08%
Shares1.8K
Event2026-06-30
Filed2026-07-24
WAT
WATERS CORP
-1.97%
Shares249
Event2026-06-30
Filed2026-07-24
BTC
GRAYSCALE BITCOIN MINI TR ET
0.00%
Shares3.5K
Event2026-06-30
Filed2026-07-24
ALPS ETF TR
ALPS ETF TR
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-24
GMOI
GMO ETF TRUST
100.00%
Shares2.4K
Event2026-06-30
Filed2026-07-24
SLB
SLB LIMITED
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-24
EMLP
FIRST TR EXCHANGE-TRADED FD
-11.75%
Shares1.9K
Event2026-06-30
Filed2026-07-24
KMB
KIMBERLY-CLARK CORP
0.00%
Shares740
Event2026-06-30
Filed2026-07-24
TD
TORONTO DOMINION BK ONT
-7.14%
Shares650
Event2026-06-30
Filed2026-07-24
IVW
ISHARES TR
-38.78%
Shares573
Event2026-06-30
Filed2026-07-24
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
0.00%
Shares82
Event2026-06-30
Filed2026-07-24
MPC
MARATHON PETE CORP
0.00%
Shares300
Event2026-06-30
Filed2026-07-24
JAJL
INNOVATOR ETFS TRUST
New
Shares2.5K
Event2026-06-30
Filed2026-07-24
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
-27.36%
Shares1.2K
Event2026-06-30
Filed2026-07-24
SCHM
SCHWAB STRATEGIC TR
-5.00%
Shares1.9K
Event2026-06-30
Filed2026-07-24
FTHI
FIRST TR EXCHANGE TRADED FD
47.34%
Shares2.9K
Event2026-06-30
Filed2026-07-24
VOOV
VANGUARD ADMIRAL FDS INC
New
Shares300
Event2026-06-30
Filed2026-07-24
NVO
NOVO-NORDISK A S
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-24
LLY
ELI LILLY & CO
0.00%
Shares52
Event2026-06-30
Filed2026-07-24
AMT
AMERICAN TOWER CORP
0.00%
Shares375
Event2026-06-30
Filed2026-07-24
FI
FISERV INC
42.50%
Shares1.2K
Event2026-06-30
Filed2026-07-24
CCL
CARNIVAL CORP LTD
New
Shares2.1K
Event2026-06-30
Filed2026-07-24
BUFB
INNOVATOR ETFS TRUST
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-24
GEV
GE VERNOVA INC
0.00%
Shares47
Event2026-06-30
Filed2026-07-24
META PLATFORMS INC
META PLATFORMS INC
-2.02%
Shares97
Event2026-06-30
Filed2026-07-24
OMC
OMNICOM GROUP INC
0.00%
Shares745
Event2026-06-30
Filed2026-07-24
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
0.00%
Shares432
Event2026-06-30
Filed2026-07-24
ECF
ELLSWORTH GROWTH & INCOME FD
0.00%
Shares4.0K
Event2026-06-30
Filed2026-07-24
BSJU
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-24
DXIV
DIMENSIONAL ETF TRUST
New
Shares736
Event2026-06-30
Filed2026-07-24
RIO
RIO TINTO PLC
0.00%
Shares500
Event2026-06-30
Filed2026-07-24
XEL
XCEL ENERGY INC
0.00%
Shares578
Event2026-06-30
Filed2026-07-24
NKE
NIKE INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-24
FALN
ISHARES TR
1.12%
Shares1.6K
Event2026-06-30
Filed2026-07-24
FLGV
FRANKLIN TEMPLETON ETF TR
New
Shares2.2K
Event2026-06-30
Filed2026-07-24
GPIX
GOLDMAN SACHS ETF TR
0.00%
Shares779
Event2026-06-30
Filed2026-07-24
FTCS
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares446
Event2026-06-30
Filed2026-07-24
VCIT
VANGUARD SCOTTSDALE FDS
0.00%
Shares500
Event2026-06-30
Filed2026-07-24
CRWV
COREWEAVE INC
-7.78%
Shares415
Event2026-06-30
Filed2026-07-24
KAPR
INNOVATOR ETFS TRUST
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-24
ON SEMICONDUCTOR CORP
ON SEMICONDUCTOR CORP
0.00%
Shares400
Event2026-06-30
Filed2026-07-24
PIEQ
PRINCIPAL EXCHANGE TRADED FD
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-24
MRK
MERCK & CO INC
-8.31%
Shares276
Event2026-06-30
Filed2026-07-24
RLTY
COHEN & STEERS REAL ESTATE O
0.00%
Shares2.2K
Event2026-06-30
Filed2026-07-24
BLCR
BLACKROCK ETF TRUST
2573.08%
Shares695
Event2026-06-30
Filed2026-07-24
BLACKROCK ETF TRUST
BLACKROCK ETF TRUST
New
Shares1.2K
Event2026-06-30
Filed2026-07-24
CP
CANADIAN PACIFIC KANSAS CITY
0.00%
Shares400
Event2026-06-30
Filed2026-07-24
BALL
BALL CORP
0.00%
Shares551
Event2026-06-30
Filed2026-07-24
SCHO
SCHWAB STRATEGIC TR
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-24
VGLT
VANGUARD SCOTTSDALE FDS
New
Shares594
Event2026-06-30
Filed2026-07-24
RHI
ROBERT HALF INC.
1.32%
Shares998
Event2026-06-30
Filed2026-07-24
VGIT
VANGUARD SCOTTSDALE FDS
0.00%
Shares500
Event2026-06-30
Filed2026-07-24
T
AT&T INC
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-24
LEO
BNY MELLON STRATEGIC MUNS IN
0.00%
Shares4.5K
Event2026-06-30
Filed2026-07-24
SCHH
SCHWAB STRATEGIC TR
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-24
ENB
ENBRIDGE INC
0.00%
Shares522
Event2026-06-30
Filed2026-07-24
PSI
INVESCO EXCHANGE TRADED FD T
0.00%
Shares150
Event2026-06-30
Filed2026-07-24
VGT
VANGUARD WORLD FD
673.33%
Shares232
Event2026-06-30
Filed2026-07-24
EEM
ISHARES TR
0.00%
Shares400
Event2026-06-30
Filed2026-07-24
MAIN
MAIN STR CAP CORP
0.00%
Shares520
Event2026-06-30
Filed2026-07-24
UNP
UNION PAC CORP
-26.12%
Shares99
Event2026-06-30
Filed2026-07-24
BAC
BANK OF AMER CORP
-29.46%
Shares467
Event2026-06-30
Filed2026-07-24
AMCOR PLC
AMCOR PLC
2539.13%
Shares607
Event2026-06-30
Filed2026-07-24
KMI
KINDER MORGAN INC DEL
0.00%
Shares786
Event2026-06-30
Filed2026-07-24
IVE
ISHARES TR
-4.35%
Shares110
Event2026-06-30
Filed2026-07-24
BLCO
BAUSCH PLUS LOMB CORP
2365.57%
Shares1.5K
Event2026-06-30
Filed2026-07-24
HOG
HARLEY DAVIDSON INC
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-24
IBIT
ISHARES BITCOIN TRUST ETF
-22.28%
Shares722
Event2026-06-30
Filed2026-07-24
XLK
SELECT SECTOR SPDR TR
0.00%
Shares126
Event2026-06-30
Filed2026-07-24
ETSY INC
ETSY INC
0.00%
Shares316
Event2026-06-30
Filed2026-07-24
CORO
BLACKROCK ETF TRUST
New
Shares646
Event2026-06-30
Filed2026-07-24
FLOT
ISHARES TR
29.58%
Shares460
Event2026-06-30
Filed2026-07-24
KEY
KEYCORP
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-24
MU
MICRON TECHNOLOGY INC
0.00%
Shares20
Event2026-06-30
Filed2026-07-24
SCHZ
SCHWAB STRATEGIC TR
-16.81%
Shares990
Event2026-06-30
Filed2026-07-24
OKLO
OKLO INC
-13.00%
Shares435
Event2026-06-30
Filed2026-07-24
UJAN
INNOVATOR ETFS TRUST
0.00%
Shares500
Event2026-06-30
Filed2026-07-24
VYM
VANGUARD WHITEHALL FDS
0.00%
Shares140
Event2026-06-30
Filed2026-07-24
VFC
V F CORP
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-24
SBUX
STARBUCKS CORP
-6.67%
Shares210
Event2026-06-30
Filed2026-07-24
IEUR
ISHARES TR
0.00%
Shares278
Event2026-06-30
Filed2026-07-24
RDN
RADIAN GROUP INC
2.54%
Shares525
Event2026-06-30
Filed2026-07-24
BROADCOM INC
BROADCOM INC
0.00%
Shares51
Event2026-06-30
Filed2026-07-24
OXY
OCCIDENTAL PETE CORP
0.00%
Shares396
Event2026-06-30
Filed2026-07-24
SPYD
SPDR SERIES TRUST
0.00%
Shares402
Event2026-06-30
Filed2026-07-24
FLEX
FLEX LTD
0.00%
Shares118
Event2026-06-30
Filed2026-07-24
KYN
KAYNE ANDERSON ENERGY INFRST
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-24
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.00%
Shares39
Event2026-06-30
Filed2026-07-24
O
REALTY INCOME CORP
0.00%
Shares284
Event2026-06-30
Filed2026-07-24
ADOBE INC
ADOBE INC
0.00%
Shares84
Event2026-06-30
Filed2026-07-24
FPS
FORGENT POWER SOLUTIONS INC
200.00%
Shares300
Event2026-06-30
Filed2026-07-24
MRVL
MARVELL TECHNOLOGY INC
0.00%
Shares56
Event2026-06-30
Filed2026-07-24
EQT
EQT CORP
0.00%
Shares311
Event2026-06-30
Filed2026-07-24
MBB
ISHARES TR
2.96%
Shares174
Event2026-06-30
Filed2026-07-24
JNK
SPDR SERIES TRUST
0.00%
Shares170
Event2026-06-30
Filed2026-07-24
PGX
INVESCO EXCH TRADED FD TR II
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-24
CRM
SALESFORCE INC
0.00%
Shares100
Event2026-06-30
Filed2026-07-24
PAVE
GLOBAL X FDS
0.00%
Shares262
Event2026-06-30
Filed2026-07-24
QQQM
INVESCO EXCH TRADED FD TR II
0.00%
Shares50
Event2026-06-30
Filed2026-07-24
KOCT
INNOVATOR ETFS TRUST
0.00%
Shares400
Event2026-06-30
Filed2026-07-24
IAU
ISHARES GOLD TR
243.86%
Shares196
Event2026-06-30
Filed2026-07-24
ONEQ
FIDELITY COMWLTH TR
-30.00%
Shares140
Event2026-06-30
Filed2026-07-24
VTC
VANGUARD SCOTTSDALE FDS
0.00%
Shares187
Event2026-06-30
Filed2026-07-24
KJAN
INNOVATOR ETFS TRUST
0.00%
Shares300
Event2026-06-30
Filed2026-07-24
BKNG
BOOKING HOLDINGS INC
2400.00%
Shares75
Event2026-06-30
Filed2026-07-24
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
New
Shares640
Event2026-06-30
Filed2026-07-24
IUSB
ISHARES TR
26.13%
Shares280
Event2026-06-30
Filed2026-07-24
IAGG
ISHARES TR
-14.53%
Shares247
Event2026-06-30
Filed2026-07-24
BSCS
INVESCO EXCH TRD SLF IDX FD
-25.00%
Shares600
Event2026-06-30
Filed2026-07-24
UTG
REAVES UTIL INCOME FD
0.00%
Shares297
Event2026-06-30
Filed2026-07-24
IYF
ISHARES TR
0.00%
Shares94
Event2026-06-30
Filed2026-07-24
BTU
PEABODY ENGR CORP
0.00%
Shares516
Event2026-06-30
Filed2026-07-24
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares53
Event2026-06-30
Filed2026-07-24
XRPZ
FRANKLIN XRP TRUST
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-24
XRP
BITWISE XRP ETF
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-24
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares52
Event2026-06-30
Filed2026-07-24
HTGC
HERCULES CAPITAL INC
0.00%
Shares723
Event2026-06-30
Filed2026-07-24
ED
CONSOLIDATED EDISON INC
0.00%
Shares100
Event2026-06-30
Filed2026-07-24
FAAR
FIRST TR EXCHANGE TRAD FD VI
0.00%
Shares349
Event2026-06-30
Filed2026-07-24
CI
THE CIGNA GROUP
0.00%
Shares40
Event2026-06-30
Filed2026-07-24
FMF
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares216
Event2026-06-30
Filed2026-07-24
DDFF
INNOVATOR ETFS TRUST
80.00%
Shares540
Event2026-06-30
Filed2026-07-24
DDFM
INNOVATOR ETFS TRUST
35.00%
Shares540
Event2026-06-30
Filed2026-07-24
IWV
ISHARES TR
0.00%
Shares25
Event2026-06-30
Filed2026-07-24
EWBC
EAST WEST BANCORP INC
0.00%
Shares82
Event2026-06-30
Filed2026-07-24
JTEK
J P MORGAN EXCHANGE TRADED F
666.67%
Shares92
Event2026-06-30
Filed2026-07-24
FTLS
FIRST TR EXCH TRADED FD III
0.00%
Shares136
Event2026-06-30
Filed2026-07-24
PFE
PFIZER INC
0.25%
Shares406
Event2026-06-30
Filed2026-07-24
SOXX
ISHARES TR
0.00%
Shares15
Event2026-06-30
Filed2026-07-24
HIO
WESTERN ASSET HIGH INCOME OP
0.00%
Shares2.6K
Event2026-06-30
Filed2026-07-24
XLI
SELECT SECTOR SPDR TR
0.00%
Shares51
Event2026-06-30
Filed2026-07-24
HPQ
HP INC
0.00%
Shares427
Event2026-06-30
Filed2026-07-24
IGSB
ISHARES TR
0.00%
Shares178
Event2026-06-30
Filed2026-07-24
PSEP
INNOVATOR ETFS TRUST
0.00%
Shares200
Event2026-06-30
Filed2026-07-24
ADI
ANALOG DEVICES INC
0.00%
Shares23
Event2026-06-30
Filed2026-07-24
DDFO
INNOVATOR ETFS TRUST
0.00%
Shares400
Event2026-06-30
Filed2026-07-24
BAM
BROOKFIELD ASSET MANAGMT LTD
-26.47%
Shares200
Event2026-06-30
Filed2026-07-24
BITC
BITWISE FUNDS TRUST
0.00%
Shares246
Event2026-06-30
Filed2026-07-24
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
New
Shares440
Event2026-06-30
Filed2026-07-24
IDEV
ISHARES TR
0.00%
Shares99
Event2026-06-30
Filed2026-07-24
DDFS
INNOVATOR ETFS TRUST
0.00%
Shares400
Event2026-06-30
Filed2026-07-24
WES
WESTERN MIDSTREAM PARTNERS L
New
Shares200
Event2026-06-30
Filed2026-07-24
CAT
CATERPILLAR INC
0.00%
Shares8
Event2026-06-30
Filed2026-07-24
DDFL
INNOVATOR ETFS TRUST
0.00%
Shares400
Event2026-06-30
Filed2026-07-24
IBTH
ISHARES TR
0.00%
Shares377
Event2026-06-30
Filed2026-07-24
IBTK
ISHARES TR
0.00%
Shares430
Event2026-06-30
Filed2026-07-24
IBTJ
ISHARES TR
0.00%
Shares388
Event2026-06-30
Filed2026-07-24
IBTI
ISHARES TR
0.00%
Shares379
Event2026-06-30
Filed2026-07-24
DDFN
INNOVATOR ETFS TRUST
0.00%
Shares400
Event2026-06-30
Filed2026-07-24
DDFD
INNOVATOR ETFS TRUST
0.00%
Shares400
Event2026-06-30
Filed2026-07-24
ASML
ASML HLDG NV
0.00%
Shares4
Event2026-06-30
Filed2026-07-24
DDFJ
INNOVATOR ETFS TRUST
0.00%
Shares400
Event2026-06-30
Filed2026-07-24
WMB
WILLIAMS COS INC
0.00%
Shares105
Event2026-06-30
Filed2026-07-24
PDM
PIEDMONT REALTY TRUST INC
0.00%
Shares848
Event2026-06-30
Filed2026-07-24
NJUL
INNOVATOR ETFS TRUST
0.00%
Shares100
Event2026-06-30
Filed2026-07-24
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
0.00%
Shares10
Event2026-06-30
Filed2026-07-24
NXP SEMICONDUCTORS N V
NXP SEMICONDUCTORS N V
0.00%
Shares27
Event2026-06-30
Filed2026-07-24
ECL
ECOLAB INC
0.00%
Shares27
Event2026-06-30
Filed2026-07-24
QQQ
INVESCO QQQ TR
0.00%
Shares10
Event2026-06-30
Filed2026-07-24
FDX
FEDEX CORP
0.00%
Shares23
Event2026-06-30
Filed2026-07-24
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
0.00%
Shares14
Event2026-06-30
Filed2026-07-24
NOK
NOKIA CORP
0.00%
Shares540
Event2026-06-30
Filed2026-07-24
DE
DEERE & CO
0.00%
Shares11
Event2026-06-30
Filed2026-07-24
EMXC
ISHARES INC
0.00%
Shares68
Event2026-06-30
Filed2026-07-24
STRATEGY INC
STRATEGY INC
0.00%
Shares80
Event2026-06-30
Filed2026-07-24
OEF
ISHARES TR
0.00%
Shares19
Event2026-06-30
Filed2026-07-24
JKHY
HENRY JACK & ASSOC INC
0.00%
Shares50
Event2026-06-30
Filed2026-07-24
EFAV
ISHARES TR
0.00%
Shares74
Event2026-06-30
Filed2026-07-24
OKE
ONEOK INC NEW
0.00%
Shares71
Event2026-06-30
Filed2026-07-24
NLR
VANECK ETF TRUST
New
Shares50
Event2026-06-30
Filed2026-07-24
SUNCOR ENERGY INC NEW
SUNCOR ENERGY INC NEW
0.00%
Shares108
Event2026-06-30
Filed2026-07-24
LULU
LULULEMON ATHLETICA INC
0.00%
Shares50
Event2026-06-30
Filed2026-07-24
GD
GENERAL DYNAMICS CORP
0.00%
Shares16
Event2026-06-30
Filed2026-07-24
NLY
ANNALY CAPITAL MANAGEMENT IN
0.00%
Shares250
Event2026-06-30
Filed2026-07-24
NEXTERA ENERGY INC
NEXTERA ENERGY INC
0.00%
Shares63
Event2026-06-30
Filed2026-07-24
PAA
PLAINS ALL AMERN PIPELINE L
0.00%
Shares247
Event2026-06-30
Filed2026-07-24
QUAL
ISHARES TR
-24.24%
Shares25
Event2026-06-30
Filed2026-07-24
BAUG
INNOVATOR ETFS TRUST
0.00%
Shares100
Event2026-06-30
Filed2026-07-24
BAPR
INNOVATOR ETFS TRUST
-33.33%
Shares100
Event2026-06-30
Filed2026-07-24
BIP
BROOKFIELD INFRASTRUCTURE PA
0.00%
Shares144
Event2026-06-30
Filed2026-07-24
GOVT
ISHARES TR
13.43%
Shares228
Event2026-06-30
Filed2026-07-24
WBD
WARNER BROS DISCOVERY INC
0.00%
Shares192
Event2026-06-30
Filed2026-07-24
NTLA
INTELLIA THERAPEUTICS INC
0.00%
Shares302
Event2026-06-30
Filed2026-07-24
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
0.00%
Shares12
Event2026-06-30
Filed2026-07-24
SERVICENOW INC
SERVICENOW INC
0.00%
Shares50
Event2026-06-30
Filed2026-07-24
TT
TRANE TECHNOLOGIES PLC
0.00%
Shares10
Event2026-06-30
Filed2026-07-24
C
CITIGROUP INC
0.00%
Shares35
Event2026-06-30
Filed2026-07-24
BA
BOEING CO
0.00%
Shares22
Event2026-06-30
Filed2026-07-24
PULS
PGIM ETF TR
New
Shares96
Event2026-06-30
Filed2026-07-24
COHR
COHERENT CORP
0.00%
Shares12
Event2026-06-30
Filed2026-07-24
VLTO
VERALTO CORP
0.00%
Shares53
Event2026-06-30
Filed2026-07-24
MFC
MANULIFE FINL CORP
0.00%
Shares115
Event2026-06-30
Filed2026-07-24
XLV
SELECT SECTOR SPDR TR
0.00%
Shares29
Event2026-06-30
Filed2026-07-24
PCY
INVESCO EXCH TRADED FD TR II
0.00%
Shares210
Event2026-06-30
Filed2026-07-24
VET
VERMILION ENERGY INC
0.00%
Shares481
Event2026-06-30
Filed2026-07-24
TEL
TE CONNECTIVITY PLC
0.00%
Shares22
Event2026-06-30
Filed2026-07-24
SPDR SERIES TRUST
SPDR SERIES TRUST
0.00%
Shares50
Event2026-06-30
Filed2026-07-24
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
New
Shares225
Event2026-06-30
Filed2026-07-24
PYPL
PAYPAL HLDGS INC
0.00%
Shares100
Event2026-06-30
Filed2026-07-24
PAPR
INNOVATOR ETFS TRUST
0.00%
Shares100
Event2026-06-30
Filed2026-07-24
ARK ETF TR
ARK ETF TR
0.00%
Shares50
Event2026-06-30
Filed2026-07-24
DISV
DIMENSIONAL ETF TRUST
0.00%
Shares100
Event2026-06-30
Filed2026-07-24
GEHC
GE HEALTHCARE TECHNOLOGIES I
0.00%
Shares62
Event2026-06-30
Filed2026-07-24
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares14
Event2026-06-30
Filed2026-07-24
IYE
ISHARES TR
0.00%
Shares69
Event2026-06-30
Filed2026-07-24
MCK
MCKESSON CORP
0.00%
Shares5
Event2026-06-30
Filed2026-07-24
CPER
UNITED STS COMMODITY INDEX F
0.00%
Shares100
Event2026-06-30
Filed2026-07-24
NETFLIX INC.
NETFLIX INC.
-36.59%
Shares52
Event2026-06-30
Filed2026-07-24
TEVA
TEVA PHARMACEUTICAL INDS LTD
0.00%
Shares105
Event2026-06-30
Filed2026-07-24
AKAMAI TECHNOLOGIES INC
AKAMAI TECHNOLOGIES INC
0.00%
Shares30
Event2026-06-30
Filed2026-07-24
VGSH
VANGUARD SCOTTSDALE FDS
New
Shares59
Event2026-06-30
Filed2026-07-24
PHM
PULTE GROUP INC
0.00%
Shares25
Event2026-06-30
Filed2026-07-24
MSCI
MSCI INC
0.00%
Shares6
Event2026-06-30
Filed2026-07-24
INDY
ISHARES TR
0.00%
Shares75
Event2026-06-30
Filed2026-07-24
CVS
CVS HEALTH CORP
0.00%
Shares31
Event2026-06-30
Filed2026-07-24
AFL
AFLAC INC
0.00%
Shares27
Event2026-06-30
Filed2026-07-24
BEP
BROOKFIELD RENEWABLE ENERGY
0.00%
Shares91
Event2026-06-30
Filed2026-07-24
IAI
ISHARES TR
0.00%
Shares18
Event2026-06-30
Filed2026-07-24
GSK PLC
GSK PLC
0.00%
Shares59
Event2026-06-30
Filed2026-07-24
VUSB
VANGUARD BD INDEX FDS
New
Shares62
Event2026-06-30
Filed2026-07-24
AXP
AMERICAN EXPRESS CO
0.00%
Shares9
Event2026-06-30
Filed2026-07-24
FTGC
FIRST TR EXCHANGE TRAD FD VI
0.00%
Shares111
Event2026-06-30
Filed2026-07-24
BWA
BORGWARNER INC
0.00%
Shares45
Event2026-06-30
Filed2026-07-24
TAN
INVESCO EXCH TRADED FD TR II
0.00%
Shares50
Event2026-06-30
Filed2026-07-24
SIG
SIGNET JEWELERS LIMITED
0.00%
Shares34
Event2026-06-30
Filed2026-07-24
DVN
DEVON ENERGY CORP NEW
New
Shares70
Event2026-06-30
Filed2026-07-24
BLK
BLACKROCK INC
0.00%
Shares3
Event2026-06-30
Filed2026-07-24
IBTL
ISHARES TR
0.00%
Shares142
Event2026-06-30
Filed2026-07-24
IBTG
ISHARES TR
0.00%
Shares125
Event2026-06-30
Filed2026-07-24
CVE
CENOVUS ENERGY INC
0.00%
Shares114
Event2026-06-30
Filed2026-07-24
MLI
MUELLER INDS INC
0.00%
Shares23
Event2026-06-30
Filed2026-07-24
CNQ
CANADIAN NAT RES LTD MED TER
0.00%
Shares71
Event2026-06-30
Filed2026-07-24
SOBO
SOUTH BOW CORP
0.00%
Shares78
Event2026-06-30
Filed2026-07-24
SPG
SIMON PPTY GROUP INC NEW
0.00%
Shares12
Event2026-06-30
Filed2026-07-24
CRH
CRH PLC
-54.55%
Shares25
Event2026-06-30
Filed2026-07-24
FDIS
FIDELITY COVINGTON TRUST
0.00%
Shares26
Event2026-06-30
Filed2026-07-24
BEPC
BROOKFIELD RENEWABLE CORP
0.00%
Shares70
Event2026-06-30
Filed2026-07-24
BEN
FRANKLIN RESOURCES INC
0.00%
Shares77
Event2026-06-30
Filed2026-07-24
NTR
NUTRIEN LTD
0.00%
Shares40
Event2026-06-30
Filed2026-07-24
MARB
FIRST TR EXCH TRADED FD III
0.00%
Shares120
Event2026-06-30
Filed2026-07-24
CL
COLGATE PALMOLIVE CO
0.00%
Shares27
Event2026-06-30
Filed2026-07-24
AIEQ
AMPLIFY ETF TR
0.00%
Shares50
Event2026-06-30
Filed2026-07-24
NTRA
NATERA INC
0.00%
Shares9
Event2026-06-30
Filed2026-07-24
ZOETIS INC
ZOETIS INC
0.00%
Shares34
Event2026-06-30
Filed2026-07-24
FDN
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares9
Event2026-06-30
Filed2026-07-24
XLF
SELECT SECTOR SPDR TR
0.00%
Shares44
Event2026-06-30
Filed2026-07-24
EFG
ISHARES TR
0.00%
Shares18
Event2026-06-30
Filed2026-07-24
AVSC
AMERICAN CENTY ETF TR
0.00%
Shares30
Event2026-06-30
Filed2026-07-24
GM
GENERAL MTRS CO
0.00%
Shares27
Event2026-06-30
Filed2026-07-24
LMT
LOCKHEED MARTIN CORP
0.00%
Shares4
Event2026-06-30
Filed2026-07-24
ETHA
ISHARES ETHEREUM TR
-64.24%
Shares167
Event2026-06-30
Filed2026-07-24
BIPC
BROOKFIELD INFRASTRUCTURE CO
0.00%
Shares50
Event2026-06-30
Filed2026-07-24
FORM
FORMFACTOR INC
0.00%
Shares12
Event2026-06-30
Filed2026-07-24
GIL
GILDAN ACTIVEWEAR INC
0.00%
Shares37
Event2026-06-30
Filed2026-07-24
ESI
ELEMENT SOLUTIONS INC
0.00%
Shares39
Event2026-06-30
Filed2026-07-24
XRPR
ETF OPPORTUNITIES TRUST
0.00%
Shares214
Event2026-06-30
Filed2026-07-24
MOH
MOLINA HEALTHCARE INC
0.00%
Shares8
Event2026-06-30
Filed2026-07-24
BLACKROCK ETF TRUST II
BLACKROCK ETF TRUST II
New
Shares36
Event2026-06-30
Filed2026-07-24
LEN
LENNAR CORP
-31.03%
Shares20
Event2026-06-30
Filed2026-07-24
VSAT
VIASAT INC
5.26%
Shares20
Event2026-06-30
Filed2026-07-24
SNPS
SYNOPSYS INC
0.00%
Shares4
Event2026-06-30
Filed2026-07-24
POWL
POWELL INDS INC
200.00%
Shares6
Event2026-06-30
Filed2026-07-24
ARTY
ISHARES TR
0.00%
Shares22
Event2026-06-30
Filed2026-07-24
BTSG
BRIGHTSPRING HEALTH SVCS INC
0.00%
Shares24
Event2026-06-30
Filed2026-07-24
FEDEX FGHT HLDG CO INC
FEDEX FGHT HLDG CO INC
New
Shares11
Event2026-06-30
Filed2026-07-24
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
0.00%
Shares14
Event2026-06-30
Filed2026-07-24
XLY
SELECT SECTOR SPDR TR
0.00%
Shares14
Event2026-06-30
Filed2026-07-24
KLIC
KULICKE & SOFFA INDS INC
0.00%
Shares12
Event2026-06-30
Filed2026-07-24
SJM
SMUCKER J M CO
0.00%
Shares14
Event2026-06-30
Filed2026-07-24
ALKS
ALKERMES PLC
-11.76%
Shares30
Event2026-06-30
Filed2026-07-24
INTU
INTUIT
-25.00%
Shares6
Event2026-06-30
Filed2026-07-24
MTCH
MATCH GROUP INC NEW
0.00%
Shares41
Event2026-06-30
Filed2026-07-24
RHP
RYMAN HOSPITALITY PPTYS INC
9.09%
Shares12
Event2026-06-30
Filed2026-07-24
SNEX
STONEX GROUP INC
0.00%
Shares13
Event2026-06-30
Filed2026-07-24
TGTX
TG THERAPEUTICS INC
21.74%
Shares28
Event2026-06-30
Filed2026-07-24
IDEF
BLACKROCK ETF TRUST
17.07%
Shares48
Event2026-06-30
Filed2026-07-24
SYSB
ISHARES TR
70.00%
Shares17
Event2026-06-30
Filed2026-07-24
NPO
ENPRO INC
0.00%
Shares4
Event2026-06-30
Filed2026-07-24
MYRG
MYR GROUP INC
0.00%
Shares3
Event2026-06-30
Filed2026-07-24
CARR
CARRIER GLOBAL CORPORATION
0.00%
Shares20
Event2026-06-30
Filed2026-07-24
ZBH
ZIMMER BIOMET HOLDINGS INC
0.00%
Shares17
Event2026-06-30
Filed2026-07-24
VSH
VISHAY INTERTECHNOLOGY INC
0.00%
Shares27
Event2026-06-30
Filed2026-07-24
VZ
VERIZON COMMUNICATIONS INC
0.00%
Shares34
Event2026-06-30
Filed2026-07-24
THRO
BLACKROCK ETF TRUST
-37.74%
Shares33
Event2026-06-30
Filed2026-07-24
MXL
MAXLINEAR INC
175.00%
Shares11
Event2026-06-30
Filed2026-07-24
TEAM
ATLASSIAN CORPORATION
0.00%
Shares18
Event2026-06-30
Filed2026-07-24
ESE
ESCO TECHNOLOGIES INC
0.00%
Shares4
Event2026-06-30
Filed2026-07-24
CORT
CORCEPT THERAPEUTICS INC
100.00%
Shares16
Event2026-06-30
Filed2026-07-24
EMN
EASTMAN CHEM CO
-13.04%
Shares20
Event2026-06-30
Filed2026-07-24
HSLV
HIGHLANDER SILVER CORP
0.00%
Shares282
Event2026-06-30
Filed2026-07-24
RITM
RITHM CAPITAL CORP
-6.71%
Shares139
Event2026-06-30
Filed2026-07-24
TRNO
TERRENO RLTY CORP
0.00%
Shares20
Event2026-06-30
Filed2026-07-24
GKOS
GLAUKOS CORP
80.00%
Shares9
Event2026-06-30
Filed2026-07-24
ZONE
CLEANCORE SOLUTIONS INC
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-24
CVCO
CAVCO INDS INC DEL
New
Shares2
Event2026-06-30
Filed2026-07-24
MSGS
MADISON SQUARE GRDN SPRT COR
0.00%
Shares3
Event2026-06-30
Filed2026-07-24
GTES
GATES INDL CORP PLC
-4.44%
Shares43
Event2026-06-30
Filed2026-07-24
PLXS
PLEXUS CORP
0.00%
Shares4
Event2026-06-30
Filed2026-07-24
KMX
CARMAX INC
-99.35%
Shares22
Event2026-06-30
Filed2026-07-24
ACA
ARCOSA INC
-11.11%
Shares8
Event2026-06-30
Filed2026-07-24
ECG
EVERUS CONSTR GROUP
0.00%
Shares7
Event2026-06-30
Filed2026-07-24
KN
KNOWLES CORP
0.00%
Shares28
Event2026-06-30
Filed2026-07-24
JBTM
JBT MAREL CORPORATION
100.00%
Shares8
Event2026-06-30
Filed2026-07-24
SHOP
SHOPIFY INC
0.00%
Shares10
Event2026-06-30
Filed2026-07-24
ARCHROCK INC
ARCHROCK INC
16.67%
Shares28
Event2026-06-30
Filed2026-07-24
FULT
FULTON FINL CORP PA
0.00%
Shares47
Event2026-06-30
Filed2026-07-24
VECO
VEECO INSTRS INC DEL
0.00%
Shares15
Event2026-06-30
Filed2026-07-24
AWI
ARMSTRONG WORLD INDS INC NEW
75.00%
Shares7
Event2026-06-30
Filed2026-07-24
QRVO
QORVO INC
9.09%
Shares12
Event2026-06-30
Filed2026-07-24
KRYS
KRYSTAL BIOTECH INC
-25.00%
Shares3
Event2026-06-30
Filed2026-07-24
MAC
MACERICH CO
0.00%
Shares44
Event2026-06-30
Filed2026-07-24
PTGX
PROTAGONIST THERAPEUTICS INC
0.00%
Shares9
Event2026-06-30
Filed2026-07-24
MERITAGE HOMES CORP
MERITAGE HOMES CORP
8.33%
Shares13
Event2026-06-30
Filed2026-07-24
BFH
BREAD FINANCIAL HOLDINGS INC
0.00%
Shares10
Event2026-06-30
Filed2026-07-24
CBRE
CBRE GROUP INC
0.00%
Shares8
Event2026-06-30
Filed2026-07-24
POOL CORP
POOL CORP
New
Shares5
Event2026-06-30
Filed2026-07-24

Call Option Holdings
OUTLOOK THERAPEUTICS INC Call
OUTLOOK THERAPEUTICS INC
-9.09%
Shares100.0K
Event2026-06-30
Filed2026-07-24

Put Option Holdings
No put option holdings data available
GILPIN WEALTH MANAGEMENT, LLC Institutional Holdings, Portfolio & P&L — TradeFomo