Sponsored

The Analysis of Tower View Wealth Management LLC's Holdings & P&L

Currently, Tower View Wealth Management LLC holds 205 types of securities in its portfolio with a total value $227.4M. In the most recent quarter, they have increased their positions in VUG (+89.9K shares, valued at $7.7M), VGT (+24.5K shares, valued at $2.9M), SXT (+17.7K shares, valued at $2.2M); decreased their positions in ARM (-9.4K shares, valued at $3.3M), EWY (-8.8K shares, valued at $1.8M), N/A (-3.6K shares, valued at $1.6M); initiated new positions in SXT (+17.7K shares, valued at $2.2M), N/A (+44.0K shares, valued at $2.0M), CBRS (+5.8K shares, valued at $1.3M).

1M P&L

-7.0M-4.15%

3M P&L

+60.3K+0.04%

HY P&L

-44.1M-21.63%

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

1Semiconductors40.7M

23.6%

2N/A32.5M

18.8%

3Internet Content & Information17.0M

9.8%

Top Industries by Stock Count

1N/A62 stocks

35.0%

2Semiconductors7 stocks

4.0%

3Drug Manufacturers - General7 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TSM TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS36.1K shares-1.40%2026-06-302026-07-24

LLY ELI LILLY & CO9.6K shares-1.05%2026-06-302026-07-24

SPDR SERIES TRUST ST STR P500ETF SPDR SERIES TRUST ST STR P500ETF127.4K shares2.74%2026-06-302026-07-24

NVDA NVIDIA CORPORATION51.9K shares0.94%2026-06-302026-07-24

VUG VANGUARD INDEX FDS GROWTH ETF107.7K shares503.82%2026-06-302026-07-24

GOOG ALPHABET INC CAP STK CL C25.7K shares-0.21%2026-06-302026-07-24

QUANTA SVCS INC QUANTA SVCS INC11.4K shares-12.02%2026-06-302026-07-24

AMZN AMAZON COM INC29.7K shares0.07%2026-06-302026-07-24

Sponsored

MSFT MICROSOFT CORP18.0K shares0.28%2026-06-302026-07-24

GOOGL ALPHABET INC CAP STK CL A18.3K shares-0.85%2026-06-302026-07-24

VISA INC CL A VISA INC CL A18.5K shares-0.67%2026-06-302026-07-24

NVMI NOVA LTD11.3K shares-20.62%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION6.5K shares-1.29%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T TR UNIT STATE STR SPDR S&P 500 ETF T TR UNIT7.9K shares0.08%2026-06-302026-07-24

PH PARKER-HANNIFIN CORP5.4K shares-0.55%2026-06-302026-07-24

GRMN GARMIN LTD SHS21.2K shares-0.10%2026-06-302026-07-24

Sponsored

VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF19.9K shares1.02%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC24.2K shares-11.36%2026-06-302026-07-24

DRS LEONARDO DRS INC91.9K shares0.61%2026-06-302026-07-24

EWY ISHARES INC MSCI STH KOR ETF19.1K shares-31.55%2026-06-302026-07-24

VBK VANGUARD INDEX FDS SML CP GRW ETF10.0K shares-0.11%2026-06-302026-07-24

ETN EATON CORP PLC SHS8.2K shares-0.09%2026-06-302026-07-24

BROADCOM INC BROADCOM INC9.2K shares1.07%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC5.9K shares-12.24%2026-06-302026-07-24

Sponsored

ADI ANALOG DEVICES INC8.6K shares-3.00%2026-06-302026-07-24

APH AMPHENOL CORP CL A19.3K shares13.32%2026-06-302026-07-24

VGT VANGUARD WORLD FD INF TECH ETF28.0K shares694.44%2026-06-302026-07-24

VOT VANGUARD INDEX FDS MCAP GR IDXVIP10.7K shares0.33%2026-06-302026-07-24

LRCX LAM RESEARCH CORP7.3K shares1.59%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO9.2K shares-5.25%2026-06-302026-07-24

ARM ARM HOLDINGS PLC SPONSORED ADS8.3K shares-53.02%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC2.3K shares11.40%2026-06-302026-07-24

Sponsored

ISRG INTUITIVE SURGICAL INC5.7K shares0.72%2026-06-302026-07-24

HD HOME DEPOT INC6.3K shares-11.95%2026-06-302026-07-24

SXT SENSIENT TECHNOLOGIES CORP17.7K sharesnew addition2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC18.5K shares-1.30%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC1.8K shares-2.92%2026-06-302026-07-24

ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS44.0K sharesnew addition2026-06-302026-07-24

MCD MCDONALDS CORP6.7K shares-42.34%2026-06-302026-07-24

UTHR UNITED THERAPEUTICS CORP DEL3.0K shares9.99%2026-06-302026-07-24

Sponsored

WMT WALMART INC11.8K shares3.60%2026-06-302026-07-24

BIDU BAIDU INC SPON ADR REP A11.5K shares0.37%2026-06-302026-07-24

CBRS CEREBRAS SYSTEMS INC CL A5.8K sharesnew addition2026-06-302026-07-24

SATS ECHOSTAR CORP CL A12.1K sharesnew addition2026-06-302026-07-24

ABBVIE INC ABBVIE INC4.7K shares-21.03%2026-06-302026-07-24

ORACLE CORP ORACLE CORP8.0K shares-1.44%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.16.2K shares-0.19%2026-06-302026-07-24

UNP UNION PAC CORP4.2K shares-7.35%2026-06-302026-07-24

Sponsored

VOO VANGUARD INDEX FDS S&P 500 ETF SHS1.2K shares0.59%2026-06-302026-07-24

CARR CARRIER GLOBAL CORPORATION10.2K shares-11.65%2026-06-302026-07-24

MDY STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP949 shares0.00%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS HIGH DIV YLD3.9K shares-0.45%2026-06-302026-07-24

SPOTIFY TECHNOLOGY S A SHS SPOTIFY TECHNOLOGY S A SHS1.3K shares-73.01%2026-06-302026-07-24

PEP PEPSICO INC4.4K shares-11.20%2026-06-302026-07-24

BRX BRIXMOR PPTY GROUP INC18.4K shares34.79%2026-06-302026-07-24

SPACE EXPLORATION TECHN CORP CLASS A COM STK SPACE EXPLORATION TECHN CORP CLASS A COM STK3.3K sharesnew addition2026-06-302026-07-24

Sponsored

VO VANGUARD INDEX FDS MID CAP ETF5.7K shares297.96%2026-06-302026-07-24

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A788 shares1.42%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP2.6K shares0.23%2026-06-302026-07-24

VDC VANGUARD WORLD FD CONSUM STP ETF1.5K shares-3.26%2026-06-302026-07-24

CAT CATERPILLAR INC299 shares0.00%2026-06-302026-07-24

MGEE MGE ENERGY INC3.5K shares-19.15%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON951 shares-2.66%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC2.6K shares0.12%2026-06-302026-07-24

Sponsored

NI NISOURCE INC4.6K shares0.88%2026-06-302026-07-24

VANGUARD INDEX FDS TOTAL STK MKT VANGUARD INDEX FDS TOTAL STK MKT566 shares2.35%2026-06-302026-07-24

DIS DISNEY WALT CO2.1K shares27.01%2026-06-302026-07-24

BLK BLACKROCK INC200 shares0.00%2026-06-302026-07-24

MRK MERCK & CO INC1.4K shares0.72%2026-06-302026-07-24

SYK STRYKER CORPORATION539 shares0.37%2026-06-302026-07-24

IRM IRON MTN INC DEL1.3K shares0.76%2026-06-302026-07-24

BMY BRISTOL-MYERS SQUIBB CO2.8K shares0.89%2026-06-302026-07-24

Sponsored

SCHW SCHWAB CHARLES CORP1.7K shares-15.00%2026-06-302026-07-24

GWW WW GRAINGER INC112 shares0.00%2026-06-302026-07-24

PG PROCTER & GAMBLE CO946 shares-55.94%2026-06-302026-07-24

PSX PHILLIPS 66713 shares0.56%2026-06-302026-07-24

KKR KKR & CO INC1.3K shares0.16%2026-06-302026-07-24

CME CME GROUP INC494 shares0.00%2026-06-302026-07-24

SHY ISHARES TR 1 3 YR TREAS BD1.2K shares-3.19%2026-06-302026-07-24

IWV ISHARES TR RUSSELL 3000 ETF236 shares-1.67%2026-06-302026-07-24

Sponsored

VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD1.2K shares1.07%2026-06-302026-07-24

CG CARLYLE GROUP INC2.3K shares0.79%2026-06-302026-07-24

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP1.0K shares0.00%2026-06-302026-07-24

MDYV SPDR SERIES TRUST ST STR SP400VAL993 shares0.51%2026-06-302026-07-24

TSLA TESLA INC221 shares0.45%2026-06-302026-07-24

IGM ISHARES TR EXPND TEC SC ETF565 shares0.00%2026-06-302026-07-24

VXUS VANGUARD STAR FDS VG TL INTL STK F1.1K shares353.02%2026-06-302026-07-24

CVX CHEVRON CORPORATION490 shares0.20%2026-06-302026-07-24

Sponsored

WTRG ESSENTIAL UTILS INC2.1K shares0.92%2026-06-302026-07-24

MO ALTRIA GROUP INC1.1K shares1.50%2026-06-302026-07-24

FAST FASTENAL CO1.6K shares0.58%2026-06-302026-07-24

SYY SYSCO CORP900 shares0.00%2026-06-302026-07-24

CNQ CANADIAN NAT RES LTD MED TER1.9K sharesnew addition2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL324 shares0.31%2026-06-302026-07-24

DRTS ALPHA TAU MEDICAL LTD ORDINARY SHARES5.6K shares0.00%2026-06-302026-07-24

MGV VANGUARD WORLD FD MEGA CAP VAL ETF400 shares0.00%2026-06-302026-07-24

Sponsored

ITW ILLINOIS TOOL WKS INC227 shares0.44%2026-06-302026-07-24

PEG PUBLIC SVC ENTERPRISE GROUP694 shares0.73%2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC112 shares0.00%2026-06-302026-07-24

COP CONOCOPHILLIPS496 shares0.81%2026-06-302026-07-24

BX BLACKSTONE INC415 shares0.73%2026-06-302026-07-24

VB VANGUARD INDEX FDS SMALL CP ETF157 shares0.00%2026-06-302026-07-24

XLP SELECT SECTOR SPDR TR ST STR STAPL ETF571 shares0.71%2026-06-302026-07-24

ETR ENTERGY CORP NEW413 shares0.00%2026-06-302026-07-24

Sponsored

VPU VANGUARD WORLD FD UTILITIES ETF234 shares0.86%2026-06-302026-07-24

MDLZ MONDELEZ INTL INC CL A763 shares0.79%2026-06-302026-07-24

XEL XCEL ENERGY INC539 shares-15.12%2026-06-302026-07-24

VBR VANGUARD INDEX FDS SM CP VAL ETF172 shares0.58%2026-06-302026-07-24

DHR DANAHER CORP DEL214 shares0.00%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR ST STR TECHN ETF209 shares0.48%2026-06-302026-07-24

VNQ VANGUARD INDEX FDS REAL ESTATE ETF402 shares0.75%2026-06-302026-07-24

IWM ISHARES TR RUSSELL 2000 ETF128 shares0.00%2026-06-302026-07-24

Sponsored

SDY SPDR SERIES TRUST ST STR SP DIV218 shares0.93%2026-06-302026-07-24

ISHARES TR CORE S&P500 ETF ISHARES TR CORE S&P500 ETF44 shares0.00%2026-06-302026-07-24

OSK OSHKOSH CORP200 shares0.00%2026-06-302026-07-24

PFE PFIZER INC1.3K shares1.69%2026-06-302026-07-24

IWF ISHARES TR RUS 1000 GRW ETF238 shares303.39%2026-06-302026-07-24

FNDB SCHWAB STRATEGIC TR FUNDAMENTAL US B907 shares0.44%2026-06-302026-07-24

BND VANGUARD BD INDEX FDS TOTAL BND MRKT372 shares1.09%2026-06-302026-07-24

CWT CALIFORNIA WTR SVC GROUP539 shares0.75%2026-06-302026-07-24

Sponsored

LHX L3HARRIS TECHNOLOGIES INC85 shares0.00%2026-06-302026-07-24

T AT&T INC1.1K shares1.07%2026-06-302026-07-24

EWC ISHARES INC MSCI CDA ETF400 shares0.00%2026-06-302026-07-24

XLY SELECT SECTOR SPDR TR ST STR DISCR ETF196 shares0.00%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ711 shares26.29%2026-06-302026-07-24

SCHO SCHWAB STRATEGIC TR SHT TM US TRES906 shares0.89%2026-06-302026-07-24

SSD SIMPSON MFG INC103 shares0.00%2026-06-302026-07-24

KLAC KLA CORP71 shares914.29%2026-06-302026-07-24

Sponsored

F FORD MTR CO1.5K shares0.85%2026-06-302026-07-24

VHT VANGUARD WORLD FD HEALTH CAR ETF70 shares1.45%2026-06-302026-07-24

BSV VANGUARD BD INDEX FDS SHORT TRM BOND263 shares1.15%2026-06-302026-07-24

CCJ CAMECO CORP200 shares0.00%2026-06-302026-07-24

SPDW SPDR INDEX SHS FDS ST STR PO EX ETF401 shares1.26%2026-06-302026-07-24

CRWV COREWEAVE INC CL A200 shares0.00%2026-06-302026-07-24

EWL ISHARES INC MSCI SWITZERLAND306 shares-20.10%2026-06-302026-07-24

SOUTHERN CO SOUTHERN CO197 shares0.51%2026-06-302026-07-24

Sponsored

ISHARES TR CORE MSCI EAFE ISHARES TR CORE MSCI EAFE186 shares1.64%2026-06-302026-07-24

VOE VANGUARD INDEX FDS MCAP VL IDXVIP87 shares0.00%2026-06-302026-07-24

CMG CHIPOTLE MEXICAN GRILL INC500 shares0.00%2026-06-302026-07-24

DGRO ISHARES TR CORE DIV GRWTH220 shares0.00%2026-06-302026-07-24

MOAT VANECK ETF TRUST MRNGSTR WDE MOAT160 sharesnew addition2026-06-302026-07-24

EWU ISHARES TR MSCI UK ETF NEW351 shares1.45%2026-06-302026-07-24

CALX CALIX INC400 shares0.00%2026-06-302026-07-24

SCHG SCHWAB STRATEGIC TR US LCAP GR ETF430 sharesnew addition2026-06-302026-07-24

Sponsored

IJH ISHARES TR CORE S&P MCP ETF187 sharesnew addition2026-06-302026-07-24

FNDF SCHWAB STRATEGIC TR FUNDAMENTAL INTL261 sharesnew addition2026-06-302026-07-24

VTV VANGUARD INDEX FDS VALUE ETF59 shares0.00%2026-06-302026-07-24

EWS ISHARES INC MSCI SINGPOR ETF407 shares1.50%2026-06-302026-07-24

QUS SPDR SERIES TRUST ST STR MSCI USAQ61 shares0.00%2026-06-302026-07-24

ZBH ZIMMER BIOMET HOLDINGS INC130 shares0.00%2026-06-302026-07-24

ECL ECOLAB INC40 shares0.00%2026-06-302026-07-24

KDP KEURIG DR PEPPER INC325 shares0.93%2026-06-302026-07-24

Sponsored

IWS ISHARES TR RUS MDCP VAL ETF61 shares0.00%2026-06-302026-07-24

SPTM SPDR SERIES TRUST ST STR PR SP1500102 shares0.00%2026-06-302026-07-24

SCHB SCHWAB STRATEGIC TR US BRD MKT ETF314 shares0.32%2026-06-302026-07-24

EMR EMERSON ELEC CO63 shares0.00%2026-06-302026-07-24

GD GENERAL DYNAMICS CORP25 shares0.00%2026-06-302026-07-24

CEG CONSTELLATION ENERGY CORP35 shares0.00%2026-06-302026-07-24

FTEC FIDELITY COVINGTON TRUST MSCI INFO TECH I30 shares0.00%2026-06-302026-07-24

XLF SELECT SECTOR SPDR TR ST STR FINL ETF155 shares0.65%2026-06-302026-07-24

Sponsored

AFFIRM HLDGS INC CL A AFFIRM HLDGS INC CL A100 shares0.00%2026-06-302026-07-24

LIN LINDE PLC SHS15 shares-40.00%2026-06-302026-07-24

NACP TIDAL TRUST III NAACP MINO ETF126 sharesnew addition2026-06-302026-07-24

XLC SELECT SECTOR SPDR TR ST STR SVC ETF68 shares0.00%2026-06-302026-07-24

WMB WILLIAMS COS INC97 shares0.00%2026-06-302026-07-24

P EVERPURE INC CL A90 shares0.00%2026-06-302026-07-24

ORLY OREILLY AUTOMOTIVE INC75 shares0.00%2026-06-302026-07-24

AMGN AMGEN INC19 shares-76.83%2026-06-302026-07-24

Sponsored

EXC EXELON CORP143 shares0.70%2026-06-302026-07-24

CI THE CIGNA GROUP24 shares0.00%2026-06-302026-07-24

S&P GLOBAL INC S&P GLOBAL INC16 shares0.00%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT89 shares1.14%2026-06-302026-07-24

BIIB BIOGEN INC29 shares0.00%2026-06-302026-07-24

IAU ISHARES GOLD TR ISHARES NEW81 sharesnew addition2026-06-302026-07-24

CAH CARDINAL HEALTH INC25 shares0.00%2026-06-302026-07-24

AFL AFLAC INC50 shares0.00%2026-06-302026-07-24

Sponsored

ESGV VANGUARD WORLD FD ESG US STK ETF42 shares0.00%2026-06-302026-07-24

SLYV SPDR SERIES TRUST ST STR SP600SM C50 shares0.00%2026-06-302026-07-24

IONQ INC IONQ INC100 shares0.00%2026-06-302026-07-24

CMCSA COMCAST CORP NEW CL A213 shares-43.80%2026-06-302026-07-24

UL UNILEVER PLC SPON ADR NEW82 shares-20.39%2026-06-302026-07-24

ETSY INC ETSY INC65 shares0.00%2026-06-302026-07-24

TDY TELEDYNE TECHNOLOGIES INC7 shares-12.50%2026-06-302026-07-24

ZWS ZURN ELKAY WATER SOLNS CORP90 shares-16.67%2026-06-302026-07-24

Sponsored

OTIS OTIS WORLDWIDE CORP59 shares0.00%2026-06-302026-07-24

WRB BERKLEY W R CORP60 shares-21.05%2026-06-302026-07-24

NDSN NORDSON CORP14 shares-17.65%2026-06-302026-07-24

IJR ISHARES TR CORE S&P SCP ETF28 sharesnew addition2026-06-302026-07-24

ULS UL SOLUTIONS INC CLASS A COM SHS40 shares-23.08%2026-06-302026-07-24

LPLA LPL FINL HLDGS INC13 shares-18.75%2026-06-302026-07-24

GEV GE VERNOVA INC3 shares0.00%2026-06-302026-07-24

IBKR INTERACTIVE BROKERS GROUP IN CL A40 shares-60.00%2026-06-302026-07-24

Sponsored

VIS VANGUARD WORLD FD INDUSTRIAL ETF8 shares0.00%2026-06-302026-07-24

JOBY JOBY AVIATION INC300 shares0.00%2026-06-302026-07-24

QBTS D-WAVE QUANTUM INC100 shares0.00%2026-06-302026-07-24

RGTI RIGETTI COMPUTING INC100 shares0.00%2026-06-302026-07-24

ARCHER AVIATION INC COM CL A ARCHER AVIATION INC COM CL A400 shares0.00%2026-06-302026-07-24

FIW FIRST TR EXCHANGE-TRADED FD WTR ETF17 sharesnew addition2026-06-302026-07-24

GME GAMESTOP CORP CL A52 sharesnew addition2026-06-302026-07-24

ALH ALLIANCE LAUNDRY HLDGS INC40 shares0.00%2026-06-302026-07-24

Sponsored

FLKR FRANKLIN TEMPLETON ETF TR FTSE SOUTH KOREA15 sharesnew addition2026-06-302026-07-24

CRON CRONOS GROUP INC100 shares0.00%2026-06-302026-07-24

WBD WARNER BROS DISCOVERY INC SER A3 shares0.00%2026-06-302026-07-24

LCID LUCID GROUP INC10 shares0.00%2026-06-302026-07-24

CGC CANOPY GROWTH CORPORATION2 shares0.00%2026-06-302026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS

-1.40%

Shares36.1K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

-1.05%

Shares9.6K

Event2026-06-30

Filed2026-07-24

SPDR SERIES TRUST ST STR P500ETF

2.74%

Shares127.4K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

0.94%

Shares51.9K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS GROWTH ETF

503.82%

Shares107.7K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC CAP STK CL C

-0.21%

Shares25.7K

Event2026-06-30

Filed2026-07-24

QUANTA SVCS INC

-12.02%

Shares11.4K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

0.07%

Shares29.7K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

0.28%

Shares18.0K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC CAP STK CL A

-0.85%

Shares18.3K

Event2026-06-30

Filed2026-07-24

VISA INC CL A

-0.67%

Shares18.5K

Event2026-06-30

Filed2026-07-24

NVMI

NOVA LTD

-20.62%

Shares11.3K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

-1.29%

Shares6.5K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T TR UNIT

0.08%

Shares7.9K

Event2026-06-30

Filed2026-07-24

PARKER-HANNIFIN CORP

-0.55%

Shares5.4K

Event2026-06-30

Filed2026-07-24

GRMN

GARMIN LTD SHS

-0.10%

Shares21.2K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS DIV APP ETF

1.02%

Shares19.9K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

-11.36%

Shares24.2K

Event2026-06-30

Filed2026-07-24

DRS

LEONARDO DRS INC

0.61%

Shares91.9K

Event2026-06-30

Filed2026-07-24

EWY

ISHARES INC MSCI STH KOR ETF

-31.55%

Shares19.1K

Event2026-06-30

Filed2026-07-24

VBK

VANGUARD INDEX FDS SML CP GRW ETF

-0.11%

Shares10.0K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC SHS

-0.09%

Shares8.2K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

1.07%

Shares9.2K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

-12.24%

Shares5.9K

Event2026-06-30

Filed2026-07-24

ADI

ANALOG DEVICES INC

-3.00%

Shares8.6K

Event2026-06-30

Filed2026-07-24

APH

AMPHENOL CORP CL A

13.32%

Shares19.3K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD INF TECH ETF

694.44%

Shares28.0K

Event2026-06-30

Filed2026-07-24

VOT

VANGUARD INDEX FDS MCAP GR IDXVIP

0.33%

Shares10.7K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

1.59%

Shares7.3K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-5.25%

Shares9.2K

Event2026-06-30

Filed2026-07-24

ARM

ARM HOLDINGS PLC SPONSORED ADS

-53.02%

Shares8.3K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

11.40%

Shares2.3K

Event2026-06-30

Filed2026-07-24

ISRG

INTUITIVE SURGICAL INC

0.72%

Shares5.7K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-11.95%

Shares6.3K

Event2026-06-30

Filed2026-07-24

SXT

SENSIENT TECHNOLOGIES CORP

New

Shares17.7K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

-1.30%

Shares18.5K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

-2.92%

Shares1.8K

Event2026-06-30

Filed2026-07-24

ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS

New

Shares44.0K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

-42.34%

Shares6.7K

Event2026-06-30

Filed2026-07-24

UTHR

UNITED THERAPEUTICS CORP DEL

9.99%

Shares3.0K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

3.60%

Shares11.8K

Event2026-06-30

Filed2026-07-24

BIDU

BAIDU INC SPON ADR REP A

0.37%

Shares11.5K

Event2026-06-30

Filed2026-07-24

CBRS

CEREBRAS SYSTEMS INC CL A

New

Shares5.8K

Event2026-06-30

Filed2026-07-24

SATS

ECHOSTAR CORP CL A

New

Shares12.1K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

-21.03%

Shares4.7K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

-1.44%

Shares8.0K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

-0.19%

Shares16.2K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

-7.35%

Shares4.2K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS S&P 500 ETF SHS

0.59%

Shares1.2K

Event2026-06-30

Filed2026-07-24

CARR

CARRIER GLOBAL CORPORATION

-11.65%

Shares10.2K

Event2026-06-30

Filed2026-07-24

MDY

STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP

0.00%

Shares949

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS HIGH DIV YLD

-0.45%

Shares3.9K

Event2026-06-30

Filed2026-07-24

SPOTIFY TECHNOLOGY S A SHS

-73.01%

Shares1.3K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

-11.20%

Shares4.4K

Event2026-06-30

Filed2026-07-24

BRX

BRIXMOR PPTY GROUP INC

34.79%

Shares18.4K

Event2026-06-30

Filed2026-07-24

SPACE EXPLORATION TECHN CORP CLASS A COM STK

New

Shares3.3K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS MID CAP ETF

297.96%

Shares5.7K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED CL A

1.42%

Shares788

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

0.23%

Shares2.6K

Event2026-06-30

Filed2026-07-24

VDC

VANGUARD WORLD FD CONSUM STP ETF

-3.26%

Shares1.5K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

0.00%

Shares299

Event2026-06-30

Filed2026-07-24

MGEE

MGE ENERGY INC

-19.15%

Shares3.5K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-2.66%

Shares951

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

0.12%

Shares2.6K

Event2026-06-30

Filed2026-07-24

NISOURCE INC

0.88%

Shares4.6K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS TOTAL STK MKT

2.35%

Shares566

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

27.01%

Shares2.1K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

0.72%

Shares1.4K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION

0.37%

Shares539

Event2026-06-30

Filed2026-07-24

IRM

IRON MTN INC DEL

0.76%

Shares1.3K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

0.89%

Shares2.8K

Event2026-06-30

Filed2026-07-24

SCHW

SCHWAB CHARLES CORP

-15.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

GWW

WW GRAINGER INC

0.00%

Shares112

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

-55.94%

Shares946

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

0.56%

Shares713

Event2026-06-30

Filed2026-07-24

KKR

KKR & CO INC

0.16%

Shares1.3K

Event2026-06-30

Filed2026-07-24

CME

CME GROUP INC

0.00%

Shares494

Event2026-06-30

Filed2026-07-24

SHY

ISHARES TR 1 3 YR TREAS BD

-3.19%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR RUSSELL 3000 ETF

-1.67%

Shares236

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD

1.07%

Shares1.2K

Event2026-06-30

Filed2026-07-24

CARLYLE GROUP INC

0.79%

Shares2.3K

Event2026-06-30

Filed2026-07-24

ON SEMICONDUCTOR CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

MDYV

SPDR SERIES TRUST ST STR SP400VAL

0.51%

Shares993

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

0.45%

Shares221

Event2026-06-30

Filed2026-07-24

IGM

ISHARES TR EXPND TEC SC ETF

0.00%

Shares565

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS VG TL INTL STK F

353.02%

Shares1.1K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

0.20%

Shares490

Event2026-06-30

Filed2026-07-24

WTRG

ESSENTIAL UTILS INC

0.92%

Shares2.1K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

1.50%

Shares1.1K

Event2026-06-30

Filed2026-07-24

FAST

FASTENAL CO

0.58%

Shares1.6K

Event2026-06-30

Filed2026-07-24

SYY

SYSCO CORP

0.00%

Shares900

Event2026-06-30

Filed2026-07-24

CNQ

CANADIAN NAT RES LTD MED TER

New

Shares1.9K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

0.31%

Shares324

Event2026-06-30

Filed2026-07-24

DRTS

ALPHA TAU MEDICAL LTD ORDINARY SHARES

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-24

MGV

VANGUARD WORLD FD MEGA CAP VAL ETF

0.00%

Shares400

Event2026-06-30

Filed2026-07-24

ITW

ILLINOIS TOOL WKS INC

0.44%

Shares227

Event2026-06-30

Filed2026-07-24

PEG

PUBLIC SVC ENTERPRISE GROUP

0.73%

Shares694

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares112

Event2026-06-30

Filed2026-07-24

COP

CONOCOPHILLIPS

0.81%

Shares496

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

0.73%

Shares415

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS SMALL CP ETF

0.00%

Shares157

Event2026-06-30

Filed2026-07-24

XLP

SELECT SECTOR SPDR TR ST STR STAPL ETF

0.71%

Shares571

Event2026-06-30

Filed2026-07-24

ETR

ENTERGY CORP NEW

0.00%

Shares413

Event2026-06-30

Filed2026-07-24

VPU

VANGUARD WORLD FD UTILITIES ETF

0.86%

Shares234

Event2026-06-30

Filed2026-07-24

MDLZ

MONDELEZ INTL INC CL A

0.79%

Shares763

Event2026-06-30

Filed2026-07-24

XEL

XCEL ENERGY INC

-15.12%

Shares539

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD INDEX FDS SM CP VAL ETF

0.58%

Shares172

Event2026-06-30

Filed2026-07-24

DHR

DANAHER CORP DEL

0.00%

Shares214

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR ST STR TECHN ETF

0.48%

Shares209

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS REAL ESTATE ETF

0.75%

Shares402

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR RUSSELL 2000 ETF

0.00%

Shares128

Event2026-06-30

Filed2026-07-24

SDY

SPDR SERIES TRUST ST STR SP DIV

0.93%

Shares218

Event2026-06-30

Filed2026-07-24

ISHARES TR CORE S&P500 ETF

0.00%

Shares44

Event2026-06-30

Filed2026-07-24

OSK

OSHKOSH CORP

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

1.69%

Shares1.3K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR RUS 1000 GRW ETF

303.39%

Shares238

Event2026-06-30

Filed2026-07-24

FNDB

SCHWAB STRATEGIC TR FUNDAMENTAL US B

0.44%

Shares907

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS TOTAL BND MRKT

1.09%

Shares372

Event2026-06-30

Filed2026-07-24

CWT

CALIFORNIA WTR SVC GROUP

0.75%

Shares539

Event2026-06-30

Filed2026-07-24

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares85

Event2026-06-30

Filed2026-07-24

AT&T INC

1.07%

Shares1.1K

Event2026-06-30

Filed2026-07-24

EWC

ISHARES INC MSCI CDA ETF

0.00%

Shares400

Event2026-06-30

Filed2026-07-24

XLY

SELECT SECTOR SPDR TR ST STR DISCR ETF

0.00%

Shares196

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR US DIVIDEND EQ

26.29%

Shares711

Event2026-06-30

Filed2026-07-24

SCHO

SCHWAB STRATEGIC TR SHT TM US TRES

0.89%

Shares906

Event2026-06-30

Filed2026-07-24

SSD

SIMPSON MFG INC

0.00%

Shares103

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP

914.29%

Shares71

Event2026-06-30

Filed2026-07-24

FORD MTR CO

0.85%

Shares1.5K

Event2026-06-30

Filed2026-07-24

VHT

VANGUARD WORLD FD HEALTH CAR ETF

1.45%

Shares70

Event2026-06-30

Filed2026-07-24

BSV

VANGUARD BD INDEX FDS SHORT TRM BOND

1.15%

Shares263

Event2026-06-30

Filed2026-07-24

CCJ

CAMECO CORP

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

SPDW

SPDR INDEX SHS FDS ST STR PO EX ETF

1.26%

Shares401

Event2026-06-30

Filed2026-07-24

CRWV

COREWEAVE INC CL A

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

EWL

ISHARES INC MSCI SWITZERLAND

-20.10%

Shares306

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

0.51%

Shares197

Event2026-06-30

Filed2026-07-24

ISHARES TR CORE MSCI EAFE

1.64%

Shares186

Event2026-06-30

Filed2026-07-24

VOE

VANGUARD INDEX FDS MCAP VL IDXVIP

0.00%

Shares87

Event2026-06-30

Filed2026-07-24

CMG

CHIPOTLE MEXICAN GRILL INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES TR CORE DIV GRWTH

0.00%

Shares220

Event2026-06-30

Filed2026-07-24

MOAT

VANECK ETF TRUST MRNGSTR WDE MOAT

New

Shares160

Event2026-06-30

Filed2026-07-24

EWU

ISHARES TR MSCI UK ETF NEW

1.45%

Shares351

Event2026-06-30

Filed2026-07-24

CALX

CALIX INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB STRATEGIC TR US LCAP GR ETF

New

Shares430

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR CORE S&P MCP ETF

New

Shares187

Event2026-06-30

Filed2026-07-24

FNDF

SCHWAB STRATEGIC TR FUNDAMENTAL INTL

New

Shares261

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS VALUE ETF

0.00%

Shares59

Event2026-06-30

Filed2026-07-24

EWS

ISHARES INC MSCI SINGPOR ETF

1.50%

Shares407

Event2026-06-30

Filed2026-07-24

QUS

SPDR SERIES TRUST ST STR MSCI USAQ

0.00%

Shares61

Event2026-06-30

Filed2026-07-24

ZBH

ZIMMER BIOMET HOLDINGS INC

0.00%

Shares130

Event2026-06-30

Filed2026-07-24

ECL

ECOLAB INC

0.00%

Shares40

Event2026-06-30

Filed2026-07-24

KDP

KEURIG DR PEPPER INC

0.93%

Shares325

Event2026-06-30

Filed2026-07-24

IWS

ISHARES TR RUS MDCP VAL ETF

0.00%

Shares61

Event2026-06-30

Filed2026-07-24

SPTM

SPDR SERIES TRUST ST STR PR SP1500

0.00%

Shares102

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB STRATEGIC TR US BRD MKT ETF

0.32%

Shares314

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

0.00%

Shares63

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP

0.00%

Shares25

Event2026-06-30

Filed2026-07-24

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares35

Event2026-06-30

Filed2026-07-24

FTEC

FIDELITY COVINGTON TRUST MSCI INFO TECH I

0.00%

Shares30

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR ST STR FINL ETF

0.65%

Shares155

Event2026-06-30

Filed2026-07-24

AFFIRM HLDGS INC CL A

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC SHS

-40.00%

Shares15

Event2026-06-30

Filed2026-07-24

NACP

TIDAL TRUST III NAACP MINO ETF

New

Shares126

Event2026-06-30

Filed2026-07-24

XLC

SELECT SECTOR SPDR TR ST STR SVC ETF

0.00%

Shares68

Event2026-06-30

Filed2026-07-24

WMB

WILLIAMS COS INC

0.00%

Shares97

Event2026-06-30

Filed2026-07-24

EVERPURE INC CL A

0.00%

Shares90

Event2026-06-30

Filed2026-07-24

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares75

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

-76.83%

Shares19

Event2026-06-30

Filed2026-07-24

EXC

EXELON CORP

0.70%

Shares143

Event2026-06-30

Filed2026-07-24

THE CIGNA GROUP

0.00%

Shares24

Event2026-06-30

Filed2026-07-24

S&P GLOBAL INC

0.00%

Shares16

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT

1.14%

Shares89

Event2026-06-30

Filed2026-07-24

BIIB

BIOGEN INC

0.00%

Shares29

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR ISHARES NEW

New

Shares81

Event2026-06-30

Filed2026-07-24

CAH

CARDINAL HEALTH INC

0.00%

Shares25

Event2026-06-30

Filed2026-07-24

AFL

AFLAC INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-24

ESGV

VANGUARD WORLD FD ESG US STK ETF

0.00%

Shares42

Event2026-06-30

Filed2026-07-24

SLYV

SPDR SERIES TRUST ST STR SP600SM C

0.00%

Shares50

Event2026-06-30

Filed2026-07-24

IONQ INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

CMCSA

COMCAST CORP NEW CL A

-43.80%

Shares213

Event2026-06-30

Filed2026-07-24

UNILEVER PLC SPON ADR NEW

-20.39%

Shares82

Event2026-06-30

Filed2026-07-24

ETSY INC

0.00%

Shares65

Event2026-06-30

Filed2026-07-24

TDY

TELEDYNE TECHNOLOGIES INC

-12.50%

Shares7

Event2026-06-30

Filed2026-07-24

ZWS

ZURN ELKAY WATER SOLNS CORP

-16.67%

Shares90

Event2026-06-30

Filed2026-07-24

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares59

Event2026-06-30

Filed2026-07-24

WRB

BERKLEY W R CORP

-21.05%

Shares60

Event2026-06-30

Filed2026-07-24

NDSN

NORDSON CORP

-17.65%

Shares14

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR CORE S&P SCP ETF

New

Shares28

Event2026-06-30

Filed2026-07-24

ULS

UL SOLUTIONS INC CLASS A COM SHS

-23.08%

Shares40

Event2026-06-30

Filed2026-07-24

LPLA

LPL FINL HLDGS INC

-18.75%

Shares13

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

0.00%

Shares3

Event2026-06-30

Filed2026-07-24

IBKR

INTERACTIVE BROKERS GROUP IN CL A

-60.00%

Shares40

Event2026-06-30

Filed2026-07-24

VIS

VANGUARD WORLD FD INDUSTRIAL ETF

0.00%

Shares8

Event2026-06-30

Filed2026-07-24

JOBY

JOBY AVIATION INC

0.00%

Shares300

Event2026-06-30

Filed2026-07-24

QBTS

D-WAVE QUANTUM INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

RGTI

RIGETTI COMPUTING INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

ARCHER AVIATION INC COM CL A

0.00%

Shares400

Event2026-06-30

Filed2026-07-24

FIW

FIRST TR EXCHANGE-TRADED FD WTR ETF

New

Shares17

Event2026-06-30

Filed2026-07-24

GME

GAMESTOP CORP CL A

New

Shares52

Event2026-06-30

Filed2026-07-24

ALH

ALLIANCE LAUNDRY HLDGS INC

0.00%

Shares40

Event2026-06-30

Filed2026-07-24

FLKR

FRANKLIN TEMPLETON ETF TR FTSE SOUTH KOREA

New

Shares15

Event2026-06-30

Filed2026-07-24

CRON

CRONOS GROUP INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

WBD

WARNER BROS DISCOVERY INC SER A

0.00%

Shares3

Event2026-06-30

Filed2026-07-24

LCID

LUCID GROUP INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-24

CGC

CANOPY GROWTH CORPORATION

0.00%

Shares2

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available