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The Analysis of LFA - Lugano Financial Advisors SA's Holdings & P&L

Currently, LFA - Lugano Financial Advisors SA holds 274 types of securities in its portfolio with a total value $166.2M. In the most recent quarter, they have increased their positions in N/A (+9.1K shares, valued at $6.6M), VGT (+9.4K shares, valued at $1.1M), VSGX (+8.3K shares, valued at $682.6K); decreased their positions in IBND (-124.4K shares, valued at $3.9M), GLD (-8.9K shares, valued at $3.2M), FEZ (-31.3K shares, valued at $2.1M); initiated new positions in PHYS (+18.0K shares, valued at $543.2K), GARP (+4.8K shares, valued at $392.9K), MGC (+1.3K shares, valued at $366.1K).

1M P&L

+523.2K+0.45%

3M P&L

+3.1M+2.71%

HY P&L

-478.4K-0.41%

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/A107.2M

86.8%

2Internet Retail2.7M

2.2%

3Software - Infrastructure2.5M

2.1%

Top Industries by Stock Count

1N/A132 stocks

55.7%

2Semiconductors6 stocks

2.5%

3Drug Manufacturers - General5 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T51.7K shares21.47%2026-06-302026-07-28

FNDE SCHWAB STRATEGIC TR328.4K shares-1.83%2026-06-302026-07-28

GLD SPDR GOLD TR22.5K shares-28.32%2026-06-302026-07-28

IGIB ISHARES TR108.4K shares10.21%2026-06-302026-07-28

VCSH VANGUARD SCOTTSDALE FDS66.1K shares15.17%2026-06-302026-07-28

VWOB VANGUARD WHITEHALL FDS71.9K shares-5.33%2026-06-302026-07-28

VSGX VANGUARD WORLD FD52.6K shares18.73%2026-06-302026-07-28

QAI NEW YORK LIFE INVESTMENTS ET104.9K shares7.04%2026-06-302026-07-28

Sponsored

FTLS FIRST TR EXCH TRADED FD III51.8K shares-0.51%2026-06-302026-07-28

TLH ISHARES TR34.5K shares1.58%2026-06-302026-07-28

SJNK SPDR SERIES TRUST135.5K shares-11.57%2026-06-302026-07-28

IBDU ISHARES TR144.5K shares-4.70%2026-06-302026-07-28

QQQ INVESCO QQQ TR4.4K shares2.63%2026-06-302026-07-28

VGIT VANGUARD SCOTTSDALE FDS55.9K shares1.03%2026-06-302026-07-28

CIBR FIRST TR EXCHANGE-TRADED FD37.1K shares-8.86%2026-06-302026-07-28

FEZ SPDR INDEX SHS FDS40.6K shares-43.52%2026-06-302026-07-28

Sponsored

AMZN AMAZON COM INC11.4K shares-1.36%2026-06-302026-07-28

MSFT MICROSOFT CORP6.6K shares1.71%2026-06-302026-07-28

IBDT ISHARES TR94.3K shares0.00%2026-06-302026-07-28

IBDV ISHARES TR97.0K shares2.65%2026-06-302026-07-28

SHY ISHARES TR25.2K shares0.27%2026-06-302026-07-28

EFA ISHARES TR19.7K shares0.00%2026-06-302026-07-28

EWL ISHARES INC29.3K shares-6.99%2026-06-302026-07-28

QLTA ISHARES TR34.7K shares-9.27%2026-06-302026-07-28

Sponsored

CWB SPDR SERIES TRUST14.7K shares0.00%2026-06-302026-07-28

VANECK ETF TRUST VANECK ETF TRUST20.1K shares-41.24%2026-06-302026-07-28

CAT CATERPILLAR INC1.3K shares2.72%2026-06-302026-07-28

SGOV ISHARES TR13.2K shares-23.00%2026-06-302026-07-28

VGT VANGUARD WORLD FD10.8K shares700.00%2026-06-302026-07-28

ESGE ISHARES INC22.7K shares0.00%2026-06-302026-07-28

AAPL APPLE INC4.1K shares5.65%2026-06-302026-07-28

GOOG ALPHABET INC2.8K shares7.97%2026-06-302026-07-28

Sponsored

GOOGL ALPHABET INC2.4K shares-2.78%2026-06-302026-07-28

SCHF SCHWAB STRATEGIC TR31.1K shares0.00%2026-06-302026-07-28

PSP INVESCO EXCHANGE TRADED FD T15.3K shares-5.20%2026-06-302026-07-28

VHT VANGUARD WORLD FD2.5K shares0.00%2026-06-302026-07-28

EWU ISHARES TR16.1K shares0.00%2026-06-302026-07-28

NVDA NVIDIA CORPORATION3.5K shares4.80%2026-06-302026-07-28

VCIT VANGUARD SCOTTSDALE FDS8.0K shares458.22%2026-06-302026-07-28

XLI SELECT SECTOR SPDR TR3.5K shares0.00%2026-06-302026-07-28

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.9K shares13.92%2026-06-302026-07-28

FPEI FIRST TR EXCH TRADED FD III28.4K shares0.00%2026-06-302026-07-28

PHYS SPROTT ASSET MANAGEMENT LP18.0K sharesnew addition2026-06-302026-07-28

EMB ISHARES TR5.2K shares-62.90%2026-06-302026-07-28

VCLT VANGUARD SCOTTSDALE FDS6.0K shares-9.28%2026-06-302026-07-28

HEWJ ISHARES TR6.9K shares0.00%2026-06-302026-07-28

EMXC ISHARES INC4.0K shares12.49%2026-06-302026-07-28

RSP INVESCO EXCHANGE TRADED FD T1.9K shares0.00%2026-06-302026-07-28

Sponsored

GARP ISHARES TR4.8K sharesnew addition2026-06-302026-07-28

XLF SELECT SECTOR SPDR TR7.3K shares0.00%2026-06-302026-07-28

VISA INC VISA INC1.1K shares0.00%2026-06-302026-07-28

MGC VANGUARD WORLD FD1.3K sharesnew addition2026-06-302026-07-28

ITA ISHARES TR1.4K shares0.00%2026-06-302026-07-28

ICLN ISHARES TR16.9K shares8.00%2026-06-302026-07-28

VWO VANGUARD INTL EQUITY INDEX F5.6K shares0.00%2026-06-302026-07-28

XLP SELECT SECTOR SPDR TR4.0K shares0.00%2026-06-302026-07-28

Sponsored

CGW INVESCO EXCH TRADED FD TR II5.0K shares0.00%2026-06-302026-07-28

ABBVIE INC ABBVIE INC1.3K shares4.44%2026-06-302026-07-28

IVE ISHARES TR1.4K shares0.00%2026-06-302026-07-28

IWM ISHARES TR1.0K shares31.07%2026-06-302026-07-28

XLK SELECT SECTOR SPDR TR1.6K shares0.00%2026-06-302026-07-28

XLY SELECT SECTOR SPDR TR2.6K shares0.00%2026-06-302026-07-28

IAU ISHARES GOLD TR3.9K shares0.00%2026-06-302026-07-28

KO COCA COLA CO3.6K shares3.58%2026-06-302026-07-28

Sponsored

VO VANGUARD INDEX FDS3.5K shares342.50%2026-06-302026-07-28

BAC BANK OF AMER CORP5.0K shares8.75%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC468 shares0.00%2026-06-302026-07-28

KKR KKR & CO INC2.9K shares0.00%2026-06-302026-07-28

DIA STATE STR SPDR DOW JONES IND500 shares0.00%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS3.5K shares11.26%2026-06-302026-07-28

ABT ABBOTT LABORATORIES2.7K shares0.00%2026-06-302026-07-28

BKNG BOOKING HOLDINGS INC1.3K shares935.16%2026-06-302026-07-28

Sponsored

BX BLACKSTONE INC2.0K shares0.00%2026-06-302026-07-28

IBB ISHARES TR1.2K shares0.00%2026-06-302026-07-28

SDG ISHARES TR2.5K shares0.00%2026-06-302026-07-28

VEU VANGUARD INTL EQUITY INDEX F2.7K shares0.00%2026-06-302026-07-28

MASTERCARD INCORPORATED MASTERCARD INCORPORATED430 shares2.87%2026-06-302026-07-28

SHV ISHARES TR2.0K shares-19.42%2026-06-302026-07-28

KRANESHARES TRUST KRANESHARES TRUST9.3K shares0.00%2026-06-302026-07-28

TSLA TESLA INC514 shares7.98%2026-06-302026-07-28

Sponsored

SUSA ISHARES TR1.3K shares0.00%2026-06-302026-07-28

BROADCOM INC BROADCOM INC536 shares0.00%2026-06-302026-07-28

URTH ISHARES INC982 shares35.82%2026-06-302026-07-28

RMD RESMED INC1.0K shares0.00%2026-06-302026-07-28

C CITIGROUP INC1.4K shares0.00%2026-06-302026-07-28

AEP AMERICAN ELEC PWR CO INC1.4K shares0.00%2026-06-302026-07-28

ISHARES TR ISHARES TR257 shares0.00%2026-06-302026-07-28

EWC ISHARES INC3.3K sharesnew addition2026-06-302026-07-28

Sponsored

BNDX VANGUARD CHARLOTTE FDS3.9K shares0.00%2026-06-302026-07-28

BND VANGUARD BD INDEX FDS2.6K shares0.00%2026-06-302026-07-28

BWZ SPDR SERIES TRUST7.3K shares0.00%2026-06-302026-07-28

INTC INTEL CORP1.3K shares0.00%2026-06-302026-07-28

LLY ELI LILLY & CO134 shares6.35%2026-06-302026-07-28

ISHARES TR ISHARES TR1.6K shares0.00%2026-06-302026-07-28

YUM YUM BRANDS INC970 shares0.00%2026-06-302026-07-28

GHYG ISHARES INC3.4K shares0.00%2026-06-302026-07-28

Sponsored

MO ALTRIA GROUP INC2.1K shares0.00%2026-06-302026-07-28

QCOM QUALCOMM INC815 shares8.67%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP1.1K shares4.76%2026-06-302026-07-28

EBND SPDR SERIES TRUST7.2K shares0.00%2026-06-302026-07-28

MCD MCDONALDS CORP520 shares4.00%2026-06-302026-07-28

DXJ WISDOMTREE TR805 shares151.56%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC235 shares0.00%2026-06-302026-07-28

VRP INVESCO EXCH TRADED FD TR II5.6K shares-40.03%2026-06-302026-07-28

Sponsored

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS1.0K shares0.00%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL209 shares91.74%2026-06-302026-07-28

PGX INVESCO EXCH TRADED FD TR II9.5K shares0.00%2026-06-302026-07-28

GDXJ VANECK ETF TRUST1.1K sharesnew addition2026-06-302026-07-28

MRK MERCK & CO INC788 shares0.00%2026-06-302026-07-28

PFF ISHARES TR3.2K shares-5.16%2026-06-302026-07-28

XNTK SPDR SERIES TRUST250 sharesnew addition2026-06-302026-07-28

WMT WALMART INC859 shares35.06%2026-06-302026-07-28

Sponsored

ACWI ISHARES TR610 sharesnew addition2026-06-302026-07-28

FEP FIRST TR EXCH TRD ALPHDX FD1.7K sharesnew addition2026-06-302026-07-28

PEP PEPSICO INC697 shares0.00%2026-06-302026-07-28

HEEM ISHARES INC2.1K sharesnew addition2026-06-302026-07-28

DBMF LITMAN GREGORY FDS TR3.0K shares0.00%2026-06-302026-07-28

AIA ISHARES TR650 sharesnew addition2026-06-302026-07-28

EWG ISHARES INC2.2K shares0.00%2026-06-302026-07-28

GLW CORNING INC345 shares0.00%2026-06-302026-07-28

Sponsored

FIXD FIRST TR EXCHNG TRADED FD VI2.0K sharesnew addition2026-06-302026-07-28

SLV ISHARES SILVER TR1.6K shares0.00%2026-06-302026-07-28

EEM ISHARES TR1.3K shares0.00%2026-06-302026-07-28

3M CO 3M CO530 shares0.00%2026-06-302026-07-28

XLC SELECT SECTOR SPDR TR801 shares0.00%2026-06-302026-07-28

GBTC GRAYSCALE BITCOIN TRUST ETF1.8K shares0.00%2026-06-302026-07-28

PM PHILIP MORRIS INTL INC460 shares0.00%2026-06-302026-07-28

ITOT ISHARES TR497 shares0.00%2026-06-302026-07-28

Sponsored

BR BROADRIDGE FINL SOLUTIONS IN594 shares0.00%2026-06-302026-07-28

HONEYWELL INTL INC HONEYWELL INTL INC358 sharesnew addition2026-06-302026-07-28

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC358 sharesnew addition2026-06-302026-07-28

ADSK AUTODESK INC383 shares0.00%2026-06-302026-07-28

TSM TAIWAN SEMICONDUCTOR MANUFAC155 shares0.00%2026-06-302026-07-28

GS GOLDMAN SACHS GROUP INC72 shares0.00%2026-06-302026-07-28

BKLN INVESCO EXCH TRADED FD TR II3.6K shares-52.84%2026-06-302026-07-28

ZOETIS INC ZOETIS INC1.0K shares0.00%2026-06-302026-07-28

Sponsored

VZ VERIZON COMMUNICATIONS INC1.7K shares0.00%2026-06-302026-07-28

KLAC KLA CORP230 shares641.94%2026-06-302026-07-28

MAR MARRIOTT INTL INC NEW182 shares0.00%2026-06-302026-07-28

AJG GALLAGHER ARTHUR J & CO291 shares0.00%2026-06-302026-07-28

FTNT FORTINET INC426 shares0.00%2026-06-302026-07-28

CARR CARRIER GLOBAL CORPORATION890 shares0.00%2026-06-302026-07-28

EWJ ISHARES INC696 shares0.00%2026-06-302026-07-28

BBH VANECK ETF TRUST310 shares0.00%2026-06-302026-07-28

Sponsored

BOTZ GLOBAL X FDS1.6K shares0.00%2026-06-302026-07-28

FSMB FIRST TR EXCH TRADED FD III3.0K sharesnew addition2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION64 shares106.45%2026-06-302026-07-28

IPAC ISHARES TR723 sharesnew addition2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC500 shares0.00%2026-06-302026-07-28

HEDJ WISDOMTREE TR1.0K shares0.00%2026-06-302026-07-28

DE DEERE & CO90 shares0.00%2026-06-302026-07-28

BIV VANGUARD BD INDEX FDS735 shares0.00%2026-06-302026-07-28

Sponsored

IEMG ISHARES INC660 shares0.00%2026-06-302026-07-28

PANW PALO ALTO NETWORKS INC160 sharesnew addition2026-06-302026-07-28

CVX CHEVRON CORPORATION327 shares10.85%2026-06-302026-07-28

ADI ANALOG DEVICES INC135 shares0.00%2026-06-302026-07-28

SUNB SUNBELT RENTALS HOLDINGS INC712 shares0.00%2026-06-302026-07-28

BKR BAKER HUGHES COMPANY953 shares0.00%2026-06-302026-07-28

WFC WELLS FARGO & CO635 shares0.00%2026-06-302026-07-28

IBKR INTERACTIVE BROKERS GROUP IN576 shares0.00%2026-06-302026-07-28

Sponsored

HD HOME DEPOT INC142 shares-8.97%2026-06-302026-07-28

PSLV SPROTT ASSET MANAGEMENT LP2.6K sharesnew addition2026-06-302026-07-28

PG PROCTER & GAMBLE CO329 shares0.00%2026-06-302026-07-28

FXF INVESCO CURRENCYSHARES SWISS435 sharesnew addition2026-06-302026-07-28

APH AMPHENOL CORP260 shares0.00%2026-06-302026-07-28

RTX CORPORATION RTX CORPORATION241 shares19.90%2026-06-302026-07-28

COIN COINBASE GLOBAL INC308 shares0.00%2026-06-302026-07-28

SHYG ISHARES TR1.0K shares0.00%2026-06-302026-07-28

Sponsored

ISRG INTUITIVE SURGICAL INC110 shares0.00%2026-06-302026-07-28

CRM SALESFORCE INC272 shares0.00%2026-06-302026-07-28

PDBC INVESCO ACTVELY MNGD ETC FD2.6K shares-94.51%2026-06-302026-07-28

T AT&T INC1.9K shares11.46%2026-06-302026-07-28

IBND SPDR SERIES TRUST1.3K shares-98.99%2026-06-302026-07-28

IBIT ISHARES BITCOIN TRUST ETF1.2K shares0.00%2026-06-302026-07-28

APPLOVIN CORP APPLOVIN CORP75 shares0.00%2026-06-302026-07-28

IUSG ISHARES TR205 sharesnew addition2026-06-302026-07-28

Sponsored

NETFLIX INC. NETFLIX INC.540 shares28.57%2026-06-302026-07-28

ACWX ISHARES TR499 shares0.00%2026-06-302026-07-28

GEV GE VERNOVA INC32 shares0.00%2026-06-302026-07-28

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC322 shares61.00%2026-06-302026-07-28

HBAN HUNTINGTON BANCSHARES INC2.1K shares0.00%2026-06-302026-07-28

SKYY FIRST TR EXCHANGE-TRADED FD270 shares0.00%2026-06-302026-07-28

AVK ADVENT CONV & INCOME FD2.8K shares0.00%2026-06-302026-07-28

TIP ISHARES TR330 shares0.00%2026-06-302026-07-28

Sponsored

IXUS ISHARES TR369 shares0.00%2026-06-302026-07-28

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD348 shares0.00%2026-06-302026-07-28

OUNZ VANECK MERK GOLD ETF857 sharesnew addition2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS89 sharesnew addition2026-06-302026-07-28

VB VANGUARD INDEX FDS100 sharesnew addition2026-06-302026-07-28

HDV ISHARES TR1.1K sharesnew addition2026-06-302026-07-28

IBM INTERNATIONAL BUSINESS MACHS105 shares0.00%2026-06-302026-07-28

PICK ISHARES INC503 sharesnew addition2026-06-302026-07-28

Sponsored

BLK BLACKROCK INC30 shares0.00%2026-06-302026-07-28

KMI KINDER MORGAN INC DEL895 shares0.00%2026-06-302026-07-28

DAX GLOBAL X FDS645 shares0.00%2026-06-302026-07-28

BLV VANGUARD BD INDEX FDS412 shares0.00%2026-06-302026-07-28

SDVY FIRST TR EXCHANGE TRADED FD640 shares-58.71%2026-06-302026-07-28

FVD FIRST TR EXCHANGE-TRADED FD550 sharesnew addition2026-06-302026-07-28

JNJ JOHNSON & JOHNSON94 sharesnew addition2026-06-302026-07-28

LRCX LAM RESEARCH CORP55 sharesnew addition2026-06-302026-07-28

Sponsored

SOUTHERN CO SOUTHERN CO246 shares0.00%2026-06-302026-07-28

GM GENERAL MTRS CO300 sharesnew addition2026-06-302026-07-28

SCHW SCHWAB CHARLES CORP235 shares0.00%2026-06-302026-07-28

SCIO FIRST TR EXCHANGE-TRADED FD1.0K sharesnew addition2026-06-302026-07-28

FTCB FIRST TR EXCHANGE-TRADED FD1.0K sharesnew addition2026-06-302026-07-28

RGLD ROYAL GOLD INC103 sharesnew addition2026-06-302026-07-28

APPLIED MATLS INC APPLIED MATLS INC28 shares0.00%2026-06-302026-07-28

ISHARES TR ISHARES TR199 sharesnew addition2026-06-302026-07-28

Sponsored

EBAY EBAY INC.165 shares0.00%2026-06-302026-07-28

FNK FIRST TR EXCHANGE-TRADED ALP300 sharesnew addition2026-06-302026-07-28

WST WEST PHARMACEUTICAL SVSC INC50 sharesnew addition2026-06-302026-07-28

ADOBE INC ADOBE INC85 shares0.00%2026-06-302026-07-28

SBUX STARBUCKS CORP170 shares0.00%2026-06-302026-07-28

EUHY ISHARES INC313 shares0.00%2026-06-302026-07-28

CMI CUMMINS INC23 sharesnew addition2026-06-302026-07-28

HYLS FIRST TR EXCHANGE-TRADED FD400 sharesnew addition2026-06-302026-07-28

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL72 shares0.00%2026-06-302026-07-28

FLIN FRANKLIN TEMPLETON ETF TR450 shares0.00%2026-06-302026-07-28

ORACLE CORP ORACLE CORP109 shares0.00%2026-06-302026-07-28

JPIB J P MORGAN EXCHANGE TRADED F330 sharesnew addition2026-06-302026-07-28

CSX CSX CORP333 shares0.00%2026-06-302026-07-28

DOV DOVER CORP68 sharesnew addition2026-06-302026-07-28

DIS DISNEY WALT CO157 shares0.00%2026-06-302026-07-28

GNRC GENERAC HLDGS INC51 sharesnew addition2026-06-302026-07-28

Sponsored

SERVICENOW INC SERVICENOW INC150 shares0.00%2026-06-302026-07-28

TGT TARGET CORP113 sharesnew addition2026-06-302026-07-28

VRT VERTIV HOLDINGS CO44 sharesnew addition2026-06-302026-07-28

EXPD EXPEDITORS INTL WASH INC90 sharesnew addition2026-06-302026-07-28

CVS CVS HEALTH CORP140 shares0.00%2026-06-302026-07-28

NDSN NORDSON CORP47 sharesnew addition2026-06-302026-07-28

EOG EOG RES INC106 shares0.00%2026-06-302026-07-28

EZU ISHARES INC197 shares0.00%2026-06-302026-07-28

Sponsored

PGR PROGRESSIVE CORP62 shares14.81%2026-06-302026-07-28

GD GENERAL DYNAMICS CORP38 sharesnew addition2026-06-302026-07-28

NEXTERA ENERGY INC NEXTERA ENERGY INC153 sharesnew addition2026-06-302026-07-28

HYG ISHARES TR155 shares-86.39%2026-06-302026-07-28

ADM ARCHER DANIELS MIDLAND CO161 sharesnew addition2026-06-302026-07-28

QTUM ETF SER SOLUTIONS74 sharesnew addition2026-06-302026-07-28

URA GLOBAL X FDS280 shares0.00%2026-06-302026-07-28

CTAS CINTAS CORP70 sharesnew addition2026-06-302026-07-28

Sponsored

CHRW C H ROBINSON WORLDWIDE IN61 sharesnew addition2026-06-302026-07-28

BIDU BAIDU INC100 shares0.00%2026-06-302026-07-28

VRTX VERTEX PHARMACEUTICALS INC23 shares0.00%2026-06-302026-07-28

MCK MCKESSON CORP15 shares0.00%2026-06-302026-07-28

KOID KRANESHARES TRUST273 shares0.00%2026-06-302026-07-28

MNST MONSTER BEVERAGE CORP NEW116 sharesnew addition2026-06-302026-07-28

LULU LULULEMON ATHLETICA INC97 shares0.00%2026-06-302026-07-28

UBER UBER TECHNOLOGIES INC146 shares0.00%2026-06-302026-07-28

Sponsored

WEC WEC ENERGY GROUP INC85 shares0.00%2026-06-302026-07-28

CORTEVA INC CORTEVA INC117 shares0.00%2026-06-302026-07-28

TMUS T-MOBILE US INC59 shares0.00%2026-06-302026-07-28

F FORD MTR CO700 sharesnew addition2026-06-302026-07-28

IDGT ISHARES TR80 sharesnew addition2026-06-302026-07-28

BTC GRAYSCALE BITCOIN MINI TR ET365 shares0.00%2026-06-302026-07-28

LHX L3HARRIS TECHNOLOGIES INC30 sharesnew addition2026-06-302026-07-28

AGNG GLOBAL X FDS236 sharesnew addition2026-06-302026-07-28

Sponsored

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC60 sharesnew addition2026-06-302026-07-28

HON HONEYWELL INTL INC35 shares-95.11%2026-06-302026-07-28

LABCORP HOLDINGS INC LABCORP HOLDINGS INC27 shares0.00%2026-06-302026-07-28

DLR DIGITAL RLTY TR INC42 shares0.00%2026-06-302026-07-28

AMGN AMGEN INC20 sharesnew addition2026-06-302026-07-28

AEE AMEREN CORP64 shares0.00%2026-06-302026-07-28

SPYD SPDR SERIES TRUST139 sharesnew addition2026-06-302026-07-28

AZO AUTOZONE INC2 shares0.00%2026-06-302026-07-28

Sponsored

QUANTA SVCS INC QUANTA SVCS INC8 sharesnew addition2026-06-302026-07-28

VPL VANGUARD INTL EQUITY INDEX F48 sharesnew addition2026-06-302026-07-28

LEN LENNAR CORP59 shares0.00%2026-06-302026-07-28

VGK VANGUARD INTL EQUITY INDEX F50 sharesnew addition2026-06-302026-07-28

PSA PUBLIC STORAGE12 sharesnew addition2026-06-302026-07-28

SLB SLB LIMITED80 shares0.00%2026-06-302026-07-28

PFE PFIZER INC150 sharesnew addition2026-06-302026-07-28

AMT AMERICAN TOWER CORP17 sharesnew addition2026-06-302026-07-28

Sponsored

ORLY OREILLY AUTOMOTIVE INC15 shares0.00%2026-06-302026-07-28

SOLS SOLSTICE ADVANCED MATLS INC8 sharesnew addition2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T

21.47%

Shares51.7K

Event2026-06-30

Filed2026-07-28

FNDE

SCHWAB STRATEGIC TR

-1.83%

Shares328.4K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TR

-28.32%

Shares22.5K

Event2026-06-30

Filed2026-07-28

IGIB

ISHARES TR

10.21%

Shares108.4K

Event2026-06-30

Filed2026-07-28

VCSH

VANGUARD SCOTTSDALE FDS

15.17%

Shares66.1K

Event2026-06-30

Filed2026-07-28

VWOB

VANGUARD WHITEHALL FDS

-5.33%

Shares71.9K

Event2026-06-30

Filed2026-07-28

VSGX

VANGUARD WORLD FD

18.73%

Shares52.6K

Event2026-06-30

Filed2026-07-28

QAI

NEW YORK LIFE INVESTMENTS ET

7.04%

Shares104.9K

Event2026-06-30

Filed2026-07-28

FTLS

FIRST TR EXCH TRADED FD III

-0.51%

Shares51.8K

Event2026-06-30

Filed2026-07-28

TLH

ISHARES TR

1.58%

Shares34.5K

Event2026-06-30

Filed2026-07-28

SJNK

SPDR SERIES TRUST

-11.57%

Shares135.5K

Event2026-06-30

Filed2026-07-28

IBDU

ISHARES TR

-4.70%

Shares144.5K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

2.63%

Shares4.4K

Event2026-06-30

Filed2026-07-28

VGIT

VANGUARD SCOTTSDALE FDS

1.03%

Shares55.9K

Event2026-06-30

Filed2026-07-28

CIBR

FIRST TR EXCHANGE-TRADED FD

-8.86%

Shares37.1K

Event2026-06-30

Filed2026-07-28

FEZ

SPDR INDEX SHS FDS

-43.52%

Shares40.6K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

-1.36%

Shares11.4K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

1.71%

Shares6.6K

Event2026-06-30

Filed2026-07-28

IBDT

ISHARES TR

0.00%

Shares94.3K

Event2026-06-30

Filed2026-07-28

IBDV

ISHARES TR

2.65%

Shares97.0K

Event2026-06-30

Filed2026-07-28

SHY

ISHARES TR

0.27%

Shares25.2K

Event2026-06-30

Filed2026-07-28

EFA

ISHARES TR

0.00%

Shares19.7K

Event2026-06-30

Filed2026-07-28

EWL

ISHARES INC

-6.99%

Shares29.3K

Event2026-06-30

Filed2026-07-28

QLTA

ISHARES TR

-9.27%

Shares34.7K

Event2026-06-30

Filed2026-07-28

CWB

SPDR SERIES TRUST

0.00%

Shares14.7K

Event2026-06-30

Filed2026-07-28

VANECK ETF TRUST

-41.24%

Shares20.1K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

2.72%

Shares1.3K

Event2026-06-30

Filed2026-07-28

SGOV

ISHARES TR

-23.00%

Shares13.2K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD WORLD FD

700.00%

Shares10.8K

Event2026-06-30

Filed2026-07-28

ESGE

ISHARES INC

0.00%

Shares22.7K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

5.65%

Shares4.1K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

7.97%

Shares2.8K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

-2.78%

Shares2.4K

Event2026-06-30

Filed2026-07-28

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares31.1K

Event2026-06-30

Filed2026-07-28

PSP

INVESCO EXCHANGE TRADED FD T

-5.20%

Shares15.3K

Event2026-06-30

Filed2026-07-28

VHT

VANGUARD WORLD FD

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-28

EWU

ISHARES TR

0.00%

Shares16.1K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

4.80%

Shares3.5K

Event2026-06-30

Filed2026-07-28

VCIT

VANGUARD SCOTTSDALE FDS

458.22%

Shares8.0K

Event2026-06-30

Filed2026-07-28

XLI

SELECT SECTOR SPDR TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

13.92%

Shares1.9K

Event2026-06-30

Filed2026-07-28

FPEI

FIRST TR EXCH TRADED FD III

0.00%

Shares28.4K

Event2026-06-30

Filed2026-07-28

PHYS

SPROTT ASSET MANAGEMENT LP

New

Shares18.0K

Event2026-06-30

Filed2026-07-28

EMB

ISHARES TR

-62.90%

Shares5.2K

Event2026-06-30

Filed2026-07-28

VCLT

VANGUARD SCOTTSDALE FDS

-9.28%

Shares6.0K

Event2026-06-30

Filed2026-07-28

HEWJ

ISHARES TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-28

EMXC

ISHARES INC

12.49%

Shares4.0K

Event2026-06-30

Filed2026-07-28

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-28

GARP

ISHARES TR

New

Shares4.8K

Event2026-06-30

Filed2026-07-28

XLF

SELECT SECTOR SPDR TR

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-28

VISA INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-28

MGC

VANGUARD WORLD FD

New

Shares1.3K

Event2026-06-30

Filed2026-07-28

ITA

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

ICLN

ISHARES TR

8.00%

Shares16.9K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-28

XLP

SELECT SECTOR SPDR TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-28

CGW

INVESCO EXCH TRADED FD TR II

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

4.44%

Shares1.3K

Event2026-06-30

Filed2026-07-28

IVE

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

31.07%

Shares1.0K

Event2026-06-30

Filed2026-07-28

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-28

XLY

SELECT SECTOR SPDR TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-28

IAU

ISHARES GOLD TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

3.58%

Shares3.6K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

342.50%

Shares3.5K

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMER CORP

8.75%

Shares5.0K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

0.00%

Shares468

Event2026-06-30

Filed2026-07-28

KKR

KKR & CO INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-28

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares500

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

11.26%

Shares3.5K

Event2026-06-30

Filed2026-07-28

ABT

ABBOTT LABORATORIES

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-28

BKNG

BOOKING HOLDINGS INC

935.16%

Shares1.3K

Event2026-06-30

Filed2026-07-28

BLACKSTONE INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-28

IBB

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-28

SDG

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-28

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

2.87%

Shares430

Event2026-06-30

Filed2026-07-28

SHV

ISHARES TR

-19.42%

Shares2.0K

Event2026-06-30

Filed2026-07-28

KRANESHARES TRUST

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

7.98%

Shares514

Event2026-06-30

Filed2026-07-28

SUSA

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

0.00%

Shares536

Event2026-06-30

Filed2026-07-28

URTH

ISHARES INC

35.82%

Shares982

Event2026-06-30

Filed2026-07-28

RMD

RESMED INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-28

CITIGROUP INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

ISHARES TR

0.00%

Shares257

Event2026-06-30

Filed2026-07-28

EWC

ISHARES INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-28

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-28

BND

VANGUARD BD INDEX FDS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-28

BWZ

SPDR SERIES TRUST

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

6.35%

Shares134

Event2026-06-30

Filed2026-07-28

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-28

YUM

YUM BRANDS INC

0.00%

Shares970

Event2026-06-30

Filed2026-07-28

GHYG

ISHARES INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-28

ALTRIA GROUP INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM INC

8.67%

Shares815

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

4.76%

Shares1.1K

Event2026-06-30

Filed2026-07-28

EBND

SPDR SERIES TRUST

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

4.00%

Shares520

Event2026-06-30

Filed2026-07-28

DXJ

WISDOMTREE TR

151.56%

Shares805

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares235

Event2026-06-30

Filed2026-07-28

VRP

INVESCO EXCH TRADED FD TR II

-40.03%

Shares5.6K

Event2026-06-30

Filed2026-07-28

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

91.74%

Shares209

Event2026-06-30

Filed2026-07-28

PGX

INVESCO EXCH TRADED FD TR II

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-28

GDXJ

VANECK ETF TRUST

New

Shares1.1K

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO INC

0.00%

Shares788

Event2026-06-30

Filed2026-07-28

PFF

ISHARES TR

-5.16%

Shares3.2K

Event2026-06-30

Filed2026-07-28

XNTK

SPDR SERIES TRUST

New

Shares250

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

35.06%

Shares859

Event2026-06-30

Filed2026-07-28

ACWI

ISHARES TR

New

Shares610

Event2026-06-30

Filed2026-07-28

FEP

FIRST TR EXCH TRD ALPHDX FD

New

Shares1.7K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

0.00%

Shares697

Event2026-06-30

Filed2026-07-28

HEEM

ISHARES INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-28

DBMF

LITMAN GREGORY FDS TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-28

AIA

ISHARES TR

New

Shares650

Event2026-06-30

Filed2026-07-28

EWG

ISHARES INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-28

GLW

CORNING INC

0.00%

Shares345

Event2026-06-30

Filed2026-07-28

FIXD

FIRST TR EXCHNG TRADED FD VI

New

Shares2.0K

Event2026-06-30

Filed2026-07-28

SLV

ISHARES SILVER TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-28

EEM

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-28

3M CO

0.00%

Shares530

Event2026-06-30

Filed2026-07-28

XLC

SELECT SECTOR SPDR TR

0.00%

Shares801

Event2026-06-30

Filed2026-07-28

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

0.00%

Shares460

Event2026-06-30

Filed2026-07-28

ITOT

ISHARES TR

0.00%

Shares497

Event2026-06-30

Filed2026-07-28

BROADRIDGE FINL SOLUTIONS IN

0.00%

Shares594

Event2026-06-30

Filed2026-07-28

HONEYWELL INTL INC

New

Shares358

Event2026-06-30

Filed2026-07-28

HONEYWELL AEROSPACE INC

New

Shares358

Event2026-06-30

Filed2026-07-28

ADSK

AUTODESK INC

0.00%

Shares383

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares155

Event2026-06-30

Filed2026-07-28

GOLDMAN SACHS GROUP INC

0.00%

Shares72

Event2026-06-30

Filed2026-07-28

BKLN

INVESCO EXCH TRADED FD TR II

-52.84%

Shares3.6K

Event2026-06-30

Filed2026-07-28

ZOETIS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-28

KLAC

KLA CORP

641.94%

Shares230

Event2026-06-30

Filed2026-07-28

MAR

MARRIOTT INTL INC NEW

0.00%

Shares182

Event2026-06-30

Filed2026-07-28

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares291

Event2026-06-30

Filed2026-07-28

FTNT

FORTINET INC

0.00%

Shares426

Event2026-06-30

Filed2026-07-28

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares890

Event2026-06-30

Filed2026-07-28

EWJ

ISHARES INC

0.00%

Shares696

Event2026-06-30

Filed2026-07-28

BBH

VANECK ETF TRUST

0.00%

Shares310

Event2026-06-30

Filed2026-07-28

BOTZ

GLOBAL X FDS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-28

FSMB

FIRST TR EXCH TRADED FD III

New

Shares3.0K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

106.45%

Shares64

Event2026-06-30

Filed2026-07-28

IPAC

ISHARES TR

New

Shares723

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-28

HEDJ

WISDOMTREE TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-28

DEERE & CO

0.00%

Shares90

Event2026-06-30

Filed2026-07-28

BIV

VANGUARD BD INDEX FDS

0.00%

Shares735

Event2026-06-30

Filed2026-07-28

IEMG

ISHARES INC

0.00%

Shares660

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS INC

New

Shares160

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

10.85%

Shares327

Event2026-06-30

Filed2026-07-28

ADI

ANALOG DEVICES INC

0.00%

Shares135

Event2026-06-30

Filed2026-07-28

SUNB

SUNBELT RENTALS HOLDINGS INC

0.00%

Shares712

Event2026-06-30

Filed2026-07-28

BKR

BAKER HUGHES COMPANY

0.00%

Shares953

Event2026-06-30

Filed2026-07-28

WFC

WELLS FARGO & CO

0.00%

Shares635

Event2026-06-30

Filed2026-07-28

IBKR

INTERACTIVE BROKERS GROUP IN

0.00%

Shares576

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

-8.97%

Shares142

Event2026-06-30

Filed2026-07-28

PSLV

SPROTT ASSET MANAGEMENT LP

New

Shares2.6K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

0.00%

Shares329

Event2026-06-30

Filed2026-07-28

FXF

INVESCO CURRENCYSHARES SWISS

New

Shares435

Event2026-06-30

Filed2026-07-28

APH

AMPHENOL CORP

0.00%

Shares260

Event2026-06-30

Filed2026-07-28

RTX CORPORATION

19.90%

Shares241

Event2026-06-30

Filed2026-07-28

COIN

COINBASE GLOBAL INC

0.00%

Shares308

Event2026-06-30

Filed2026-07-28

SHYG

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-28

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares110

Event2026-06-30

Filed2026-07-28

CRM

SALESFORCE INC

0.00%

Shares272

Event2026-06-30

Filed2026-07-28

PDBC

INVESCO ACTVELY MNGD ETC FD

-94.51%

Shares2.6K

Event2026-06-30

Filed2026-07-28

AT&T INC

11.46%

Shares1.9K

Event2026-06-30

Filed2026-07-28

IBND

SPDR SERIES TRUST

-98.99%

Shares1.3K

Event2026-06-30

Filed2026-07-28

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-28

APPLOVIN CORP

0.00%

Shares75

Event2026-06-30

Filed2026-07-28

IUSG

ISHARES TR

New

Shares205

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

28.57%

Shares540

Event2026-06-30

Filed2026-07-28

ACWX

ISHARES TR

0.00%

Shares499

Event2026-06-30

Filed2026-07-28

GEV

GE VERNOVA INC

0.00%

Shares32

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC

61.00%

Shares322

Event2026-06-30

Filed2026-07-28

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-28

SKYY

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares270

Event2026-06-30

Filed2026-07-28

AVK

ADVENT CONV & INCOME FD

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-28

TIP

ISHARES TR

0.00%

Shares330

Event2026-06-30

Filed2026-07-28

IXUS

ISHARES TR

0.00%

Shares369

Event2026-06-30

Filed2026-07-28

ALIBABA GROUP HLDG LTD

0.00%

Shares348

Event2026-06-30

Filed2026-07-28

OUNZ

VANECK MERK GOLD ETF

New

Shares857

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

New

Shares89

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

New

Shares100

Event2026-06-30

Filed2026-07-28

HDV

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares105

Event2026-06-30

Filed2026-07-28

PICK

ISHARES INC

New

Shares503

Event2026-06-30

Filed2026-07-28

BLK

BLACKROCK INC

0.00%

Shares30

Event2026-06-30

Filed2026-07-28

KMI

KINDER MORGAN INC DEL

0.00%

Shares895

Event2026-06-30

Filed2026-07-28

DAX

GLOBAL X FDS

0.00%

Shares645

Event2026-06-30

Filed2026-07-28

BLV

VANGUARD BD INDEX FDS

0.00%

Shares412

Event2026-06-30

Filed2026-07-28

SDVY

FIRST TR EXCHANGE TRADED FD

-58.71%

Shares640

Event2026-06-30

Filed2026-07-28

FVD

FIRST TR EXCHANGE-TRADED FD

New

Shares550

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

New

Shares94

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP

New

Shares55

Event2026-06-30

Filed2026-07-28

SOUTHERN CO

0.00%

Shares246

Event2026-06-30

Filed2026-07-28

GENERAL MTRS CO

New

Shares300

Event2026-06-30

Filed2026-07-28

SCHW

SCHWAB CHARLES CORP

0.00%

Shares235

Event2026-06-30

Filed2026-07-28

SCIO

FIRST TR EXCHANGE-TRADED FD

New

Shares1.0K

Event2026-06-30

Filed2026-07-28

FTCB

FIRST TR EXCHANGE-TRADED FD

New

Shares1.0K

Event2026-06-30

Filed2026-07-28

RGLD

ROYAL GOLD INC

New

Shares103

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

0.00%

Shares28

Event2026-06-30

Filed2026-07-28

ISHARES TR

New

Shares199

Event2026-06-30

Filed2026-07-28

EBAY

EBAY INC.

0.00%

Shares165

Event2026-06-30

Filed2026-07-28

FNK

FIRST TR EXCHANGE-TRADED ALP

New

Shares300

Event2026-06-30

Filed2026-07-28

WST

WEST PHARMACEUTICAL SVSC INC

New

Shares50

Event2026-06-30

Filed2026-07-28

ADOBE INC

0.00%

Shares85

Event2026-06-30

Filed2026-07-28

SBUX

STARBUCKS CORP

0.00%

Shares170

Event2026-06-30

Filed2026-07-28

EUHY

ISHARES INC

0.00%

Shares313

Event2026-06-30

Filed2026-07-28

CMI

CUMMINS INC

New

Shares23

Event2026-06-30

Filed2026-07-28

HYLS

FIRST TR EXCHANGE-TRADED FD

New

Shares400

Event2026-06-30

Filed2026-07-28

WASTE MGMT INC DEL

0.00%

Shares72

Event2026-06-30

Filed2026-07-28

FLIN

FRANKLIN TEMPLETON ETF TR

0.00%

Shares450

Event2026-06-30

Filed2026-07-28

ORACLE CORP

0.00%

Shares109

Event2026-06-30

Filed2026-07-28

JPIB

J P MORGAN EXCHANGE TRADED F

New

Shares330

Event2026-06-30

Filed2026-07-28

CSX

CSX CORP

0.00%

Shares333

Event2026-06-30

Filed2026-07-28

DOV

DOVER CORP

New

Shares68

Event2026-06-30

Filed2026-07-28

DIS

DISNEY WALT CO

0.00%

Shares157

Event2026-06-30

Filed2026-07-28

GNRC

GENERAC HLDGS INC

New

Shares51

Event2026-06-30

Filed2026-07-28

SERVICENOW INC

0.00%

Shares150

Event2026-06-30

Filed2026-07-28

TGT

TARGET CORP

New

Shares113

Event2026-06-30

Filed2026-07-28

VRT

VERTIV HOLDINGS CO

New

Shares44

Event2026-06-30

Filed2026-07-28

EXPD

EXPEDITORS INTL WASH INC

New

Shares90

Event2026-06-30

Filed2026-07-28

CVS

CVS HEALTH CORP

0.00%

Shares140

Event2026-06-30

Filed2026-07-28

NDSN

NORDSON CORP

New

Shares47

Event2026-06-30

Filed2026-07-28

EOG

EOG RES INC

0.00%

Shares106

Event2026-06-30

Filed2026-07-28

EZU

ISHARES INC

0.00%

Shares197

Event2026-06-30

Filed2026-07-28

PGR

PROGRESSIVE CORP

14.81%

Shares62

Event2026-06-30

Filed2026-07-28

GENERAL DYNAMICS CORP

New

Shares38

Event2026-06-30

Filed2026-07-28

NEXTERA ENERGY INC

New

Shares153

Event2026-06-30

Filed2026-07-28

HYG

ISHARES TR

-86.39%

Shares155

Event2026-06-30

Filed2026-07-28

ADM

ARCHER DANIELS MIDLAND CO

New

Shares161

Event2026-06-30

Filed2026-07-28

QTUM

ETF SER SOLUTIONS

New

Shares74

Event2026-06-30

Filed2026-07-28

URA

GLOBAL X FDS

0.00%

Shares280

Event2026-06-30

Filed2026-07-28

CTAS

CINTAS CORP

New

Shares70

Event2026-06-30

Filed2026-07-28

CHRW

C H ROBINSON WORLDWIDE IN

New

Shares61

Event2026-06-30

Filed2026-07-28

BIDU

BAIDU INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-28

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares23

Event2026-06-30

Filed2026-07-28

MCK

MCKESSON CORP

0.00%

Shares15

Event2026-06-30

Filed2026-07-28

KOID

KRANESHARES TRUST

0.00%

Shares273

Event2026-06-30

Filed2026-07-28

MNST

MONSTER BEVERAGE CORP NEW

New

Shares116

Event2026-06-30

Filed2026-07-28

LULU

LULULEMON ATHLETICA INC

0.00%

Shares97

Event2026-06-30

Filed2026-07-28

UBER

UBER TECHNOLOGIES INC

0.00%

Shares146

Event2026-06-30

Filed2026-07-28

WEC

WEC ENERGY GROUP INC

0.00%

Shares85

Event2026-06-30

Filed2026-07-28

CORTEVA INC

0.00%

Shares117

Event2026-06-30

Filed2026-07-28

TMUS

T-MOBILE US INC

0.00%

Shares59

Event2026-06-30

Filed2026-07-28

FORD MTR CO

New

Shares700

Event2026-06-30

Filed2026-07-28

IDGT

ISHARES TR

New

Shares80

Event2026-06-30

Filed2026-07-28

BTC

GRAYSCALE BITCOIN MINI TR ET

0.00%

Shares365

Event2026-06-30

Filed2026-07-28

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares30

Event2026-06-30

Filed2026-07-28

AGNG

GLOBAL X FDS

New

Shares236

Event2026-06-30

Filed2026-07-28

CONSTELLATION BRANDS INC

New

Shares60

Event2026-06-30

Filed2026-07-28

HON

HONEYWELL INTL INC

-95.11%

Shares35

Event2026-06-30

Filed2026-07-28

LABCORP HOLDINGS INC

0.00%

Shares27

Event2026-06-30

Filed2026-07-28

DLR

DIGITAL RLTY TR INC

0.00%

Shares42

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC

New

Shares20

Event2026-06-30

Filed2026-07-28

AEE

AMEREN CORP

0.00%

Shares64

Event2026-06-30

Filed2026-07-28

SPYD

SPDR SERIES TRUST

New

Shares139

Event2026-06-30

Filed2026-07-28

AZO

AUTOZONE INC

0.00%

Shares2

Event2026-06-30

Filed2026-07-28

QUANTA SVCS INC

New

Shares8

Event2026-06-30

Filed2026-07-28

VPL

VANGUARD INTL EQUITY INDEX F

New

Shares48

Event2026-06-30

Filed2026-07-28

LEN

LENNAR CORP

0.00%

Shares59

Event2026-06-30

Filed2026-07-28

VGK

VANGUARD INTL EQUITY INDEX F

New

Shares50

Event2026-06-30

Filed2026-07-28

PSA

PUBLIC STORAGE

New

Shares12

Event2026-06-30

Filed2026-07-28

SLB

SLB LIMITED

0.00%

Shares80

Event2026-06-30

Filed2026-07-28

PFE

PFIZER INC

New

Shares150

Event2026-06-30

Filed2026-07-28

AMT

AMERICAN TOWER CORP

New

Shares17

Event2026-06-30

Filed2026-07-28

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares15

Event2026-06-30

Filed2026-07-28

SOLS

SOLSTICE ADVANCED MATLS INC

New

Shares8

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available