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The Analysis of Capital Advisors Wealth Management, LLC's Holdings & P&L

Currently, Capital Advisors Wealth Management, LLC holds 228 types of securities in its portfolio with a total value $850.9M. In the most recent quarter, they have increased their positions in IWF (+230.0K shares, valued at $28.6M), VGT (+216.6K shares, valued at $25.9M), N/A (+5.0K shares, valued at $3.7M); decreased their positions in BINC (-97.8K shares, valued at $5.1M), SGOV (-34.7K shares, valued at $3.5M), JPST (-18.8K shares, valued at $952.8K); initiated new positions in HIMU (+25.6K shares, valued at $1.3M), DELL (+1.1K shares, valued at $458.2K), DIA (+732 shares, valued at $382.6K).

1M P&L

-3.8M-0.53%

3M P&L

+8.1M+1.15%

HY P&L

-242.8M-25.46%

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/A580.0M

80.6%

2Consumer Electronics16.8M

2.3%

3Internet Content & Information14.8M

2.1%

Top Industries by Stock Count

1N/A110 stocks

54.7%

2Semiconductors7 stocks

3.5%

3Drug Manufacturers - General6 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FNDF SCHWAB STRATEGIC TR1.1M shares1.75%2026-06-302026-07-23

ISHARES TR ISHARES TR66.3K shares4.70%2026-06-302026-07-23

VIG VANGUARD SPECIALIZED FUNDS208.3K shares4.00%2026-06-302026-07-23

IWF ISHARES TR303.8K shares311.97%2026-06-302026-07-23

VCIT VANGUARD SCOTTSDALE FDS438.8K shares3.70%2026-06-302026-07-23

QQQ INVESCO QQQ TR48.4K shares9.66%2026-06-302026-07-23

JPIE J P MORGAN EXCHANGE TRADED F712.7K shares8.49%2026-06-302026-07-23

VGT VANGUARD WORLD FD247.2K shares709.56%2026-06-302026-07-23

Sponsored

JPST J P MORGAN EXCHANGE TRADED F427.8K shares-4.22%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T26.4K shares23.32%2026-06-302026-07-23

IEMG ISHARES INC220.6K shares10.83%2026-06-302026-07-23

AVUV AMERICAN CENTY ETF TR141.6K shares11.24%2026-06-302026-07-23

AAPL APPLE INC58.2K shares-0.35%2026-06-302026-07-23

VYMI VANGUARD WHITEHALL FDS168.1K shares2.34%2026-06-302026-07-23

VYM VANGUARD WHITEHALL FDS100.5K shares0.11%2026-06-302026-07-23

VB VANGUARD INDEX FDS43.7K shares3.09%2026-06-302026-07-23

Sponsored

JBND J P MORGAN EXCHANGE TRADED F235.6K shares3.41%2026-06-302026-07-23

AMZN AMAZON COM INC51.6K shares1.24%2026-06-302026-07-23

GOOGL ALPHABET INC34.1K shares-3.02%2026-06-302026-07-23

VTV VANGUARD INDEX FDS51.1K shares11.21%2026-06-302026-07-23

MSFT MICROSOFT CORP29.7K shares4.13%2026-06-302026-07-23

IDV ISHARES TR264.0K shares8.48%2026-06-302026-07-23

BRK.B BERKSHIRE HATHAWAY INC DEL18.3K shares9.76%2026-06-302026-07-23

GMUB GOLDMAN SACHS ETF TR159.7K shares30.14%2026-06-302026-07-23

Sponsored

NVDA NVIDIA CORPORATION38.6K shares2.65%2026-06-302026-07-23

VTEB VANGUARD MUN BD FDS152.1K shares1.23%2026-06-302026-07-23

JEPI J P MORGAN EXCHANGE TRADED F129.9K shares-0.54%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS19.2K shares7.25%2026-06-302026-07-23

VNQ VANGUARD INDEX FDS69.8K shares-2.01%2026-06-302026-07-23

SCHV SCHWAB STRATEGIC TR192.1K shares0.10%2026-06-302026-07-23

JMST J P MORGAN EXCHANGE TRADED F130.1K shares-6.36%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC11.5K shares0.94%2026-06-302026-07-23

Sponsored

SGOV ISHARES TR63.1K shares-35.47%2026-06-302026-07-23

VFVA VANGUARD WELLINGTON FD42.7K shares1.01%2026-06-302026-07-23

MINT PIMCO ETF TR57.7K shares7.38%2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION6.1K shares-0.53%2026-06-302026-07-23

XLP SELECT SECTOR SPDR TR66.7K shares4.43%2026-06-302026-07-23

JPSE J P MORGAN EXCHANGE TRADED F91.2K shares0.25%2026-06-302026-07-23

ALPS ETF TR ALPS ETF TR95.5K shares77.26%2026-06-302026-07-23

GSLC GOLDMAN SACHS ETF TR34.8K shares-4.49%2026-06-302026-07-23

Sponsored

COLB COLUMBIA BKG SYS INC153.3K shares7.72%2026-06-302026-07-23

BROADCOM INC BROADCOM INC12.4K shares-5.75%2026-06-302026-07-23

HDV ISHARES TR162.1K shares455.97%2026-06-302026-07-23

IEF ISHARES TR46.8K shares10.31%2026-06-302026-07-23

XLRE SELECT SECTOR SPDR TR98.9K shares276.49%2026-06-302026-07-23

VISA INC VISA INC12.1K shares4.60%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO12.2K shares1.81%2026-06-302026-07-23

JMUB J P MORGAN EXCHANGE TRADED F76.1K shares5.26%2026-06-302026-07-23

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC4.9K shares-0.16%2026-06-302026-07-23

MUB ISHARES TR32.8K shares-4.82%2026-06-302026-07-23

VO VANGUARD INDEX FDS42.6K shares291.70%2026-06-302026-07-23

MLPA GLOBAL X FDS64.2K shares12.47%2026-06-302026-07-23

ISHARES TR ISHARES TR33.1K shares-4.81%2026-06-302026-07-23

ABBVIE INC ABBVIE INC12.8K shares1.49%2026-06-302026-07-23

PANW PALO ALTO NETWORKS INC9.1K shares-10.94%2026-06-302026-07-23

VBK VANGUARD INDEX FDS8.2K shares-7.39%2026-06-302026-07-23

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F62.3K shares8.11%2026-06-302026-07-23

MU MICRON TECHNOLOGY INC2.5K shares0.56%2026-06-302026-07-23

FNF FIDELITY NATL FINL INC59.6K shares-1.87%2026-06-302026-07-23

VBR VANGUARD INDEX FDS11.5K shares-3.42%2026-06-302026-07-23

QUANTA SVCS INC QUANTA SVCS INC3.8K shares54.55%2026-06-302026-07-23

BINC BLACKROCK ETF TRUST II52.1K shares-65.26%2026-06-302026-07-23

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC23.0K shares5.86%2026-06-302026-07-23

GOOG ALPHABET INC7.5K shares-3.80%2026-06-302026-07-23

Sponsored

VOO VANGUARD INDEX FDS3.8K shares2.05%2026-06-302026-07-23

CEG CONSTELLATION ENERGY CORP8.4K shares-26.06%2026-06-302026-07-23

SOFI SOFI TECHNOLOGIES INC113.2K shares2.14%2026-06-302026-07-23

GSEW GOLDMAN SACHS ETF TR20.8K shares6.75%2026-06-302026-07-23

SCHG SCHWAB STRATEGIC TR55.5K shares1.20%2026-06-302026-07-23

PYLD PIMCO ETF TR68.6K shares19.72%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON7.1K shares19.36%2026-06-302026-07-23

CVX CHEVRON CORPORATION10.8K shares2.89%2026-06-302026-07-23

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP12.7K shares0.92%2026-06-302026-07-23

IAU ISHARES GOLD TR22.8K shares1.46%2026-06-302026-07-23

VEA VANGUARD TAX-MANAGED FDS24.0K shares0.87%2026-06-302026-07-23

JMEE J P MORGAN EXCHANGE TRADED F19.9K shares-2.06%2026-06-302026-07-23

ISHARES TR ISHARES TR16.0K shares7.96%2026-06-302026-07-23

PSX PHILLIPS 669.1K shares0.89%2026-06-302026-07-23

CAT CATERPILLAR INC1.4K shares2.50%2026-06-302026-07-23

RKLB ROCKET LAB CORP14.2K shares6.32%2026-06-302026-07-23

Sponsored

NXP NUVEEN SELECT TAX-FREE INCOM100.3K shares-2.42%2026-06-302026-07-23

GEV GE VERNOVA INC1.2K shares15.25%2026-06-302026-07-23

QCOM QUALCOMM INC7.4K shares-13.43%2026-06-302026-07-23

LLY ELI LILLY & CO1.1K shares107.68%2026-06-302026-07-23

HIMU BLACKROCK ETF TRUST II25.6K sharesnew addition2026-06-302026-07-23

MCD MCDONALDS CORP4.6K shares31.18%2026-06-302026-07-23

JIVE J P MORGAN EXCHANGE TRADED F13.6K shares13.68%2026-06-302026-07-23

GSSC GOLDMAN SACHS ETF TR13.6K shares15.35%2026-06-302026-07-23

Sponsored

XLE SELECT SECTOR SPDR TR22.7K shares-14.02%2026-06-302026-07-23

VOOV VANGUARD ADMIRAL FDS INC5.4K shares0.42%2026-06-302026-07-23

VXF VANGUARD INDEX FDS4.8K shares11.84%2026-06-302026-07-23

DCTH DELCATH SYS INC93.0K shares0.00%2026-06-302026-07-23

SNDK SANDISK CORP508 shares48.10%2026-06-302026-07-23

INTC INTEL CORP7.9K shares-2.50%2026-06-302026-07-23

GLD SPDR GOLD TR3.0K shares0.00%2026-06-302026-07-23

APPLIED MATLS INC APPLIED MATLS INC1.5K shares-0.33%2026-06-302026-07-23

Sponsored

WMT WALMART INC9.4K shares4.60%2026-06-302026-07-23

KOF COCA-COLA FEMSA SAB DE CV9.8K shares8.91%2026-06-302026-07-23

IJR ISHARES TR6.8K shares-1.04%2026-06-302026-07-23

LMT LOCKHEED MARTIN CORP2.0K shares-1.11%2026-06-302026-07-23

SHM SPDR SERIES TRUST20.8K shares-39.62%2026-06-302026-07-23

MO ALTRIA GROUP INC13.8K shares2.16%2026-06-302026-07-23

PG PROCTER & GAMBLE CO6.8K shares24.52%2026-06-302026-07-23

TSLA TESLA INC2.3K shares4.82%2026-06-302026-07-23

Sponsored

JPEF J P MORGAN EXCHANGE TRADED F12.2K shares-1.73%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC1.7K shares-28.19%2026-06-302026-07-23

IJH ISHARES TR12.4K shares-2.38%2026-06-302026-07-23

MPC MARATHON PETE CORP3.5K shares-0.36%2026-06-302026-07-23

RSP INVESCO EXCHANGE TRADED FD T4.2K shares9.46%2026-06-302026-07-23

AKRE PROFESIONALLY MANAGED PORTFO16.8K shares-12.08%2026-06-302026-07-23

GE GE AEROSPACE2.4K shares5.80%2026-06-302026-07-23

ASML ASML HLDG NV443 shares12.15%2026-06-302026-07-23

Sponsored

PEP PEPSICO INC6.3K shares18.68%2026-06-302026-07-23

CISCO SYS INC CISCO SYS INC7.2K shares0.10%2026-06-302026-07-23

USB US BANCORP13.9K shares-6.19%2026-06-302026-07-23

IBM INTERNATIONAL BUSINESS MACHS2.9K shares-3.79%2026-06-302026-07-23

DLN WISDOMTREE TR8.5K shares0.21%2026-06-302026-07-23

SBUX STARBUCKS CORP7.9K shares-0.59%2026-06-302026-07-23

SOUTHERN CO SOUTHERN CO8.3K shares0.25%2026-06-302026-07-23

SCHD SCHWAB STRATEGIC TR24.9K shares25.34%2026-06-302026-07-23

Sponsored

KLAC KLA CORP2.6K shares887.83%2026-06-302026-07-23

NETFLIX INC. NETFLIX INC.10.5K shares-2.66%2026-06-302026-07-23

WPM WHEATON PRECIOUS METALS CORP6.4K shares-1.51%2026-06-302026-07-23

LHX L3HARRIS TECHNOLOGIES INC2.4K shares-5.25%2026-06-302026-07-23

FNDE SCHWAB STRATEGIC TR17.7K shares30.42%2026-06-302026-07-23

MAA MID-AMER APT CMNTYS INC4.8K shares-16.27%2026-06-302026-07-23

PM PHILIP MORRIS INTL INC3.6K shares0.65%2026-06-302026-07-23

VUG VANGUARD INDEX FDS7.4K shares432.80%2026-06-302026-07-23

Sponsored

BA BOEING CO2.9K shares23.55%2026-06-302026-07-23

T AT&T INC30.1K shares-0.67%2026-06-302026-07-23

ETN EATON CORP PLC1.4K shares5.79%2026-06-302026-07-23

JQUA J P MORGAN EXCHANGE TRADED F8.3K shares-8.08%2026-06-302026-07-23

MRK MERCK & CO INC4.6K shares5.72%2026-06-302026-07-23

KO COCA COLA CO7.3K shares-3.03%2026-06-302026-07-23

IWY ISHARES TR2.0K shares0.00%2026-06-302026-07-23

VIRT VIRTU FINL INC9.5K shares1.44%2026-06-302026-07-23

Sponsored

FDVV FIDELITY COVINGTON TRUST9.3K shares53.21%2026-06-302026-07-23

IWB ISHARES TR1.3K shares5.89%2026-06-302026-07-23

CRWV COREWEAVE INC5.3K shares10.62%2026-06-302026-07-23

NUV NUVEEN MUN VALUE FD INC55.8K shares11.18%2026-06-302026-07-23

BLV VANGUARD BD INDEX FDS7.3K shares-41.77%2026-06-302026-07-23

FPEI FIRST TR EXCH TRADED FD III25.8K shares30.17%2026-06-302026-07-23

BIV VANGUARD BD INDEX FDS6.4K shares6.83%2026-06-302026-07-23

QBTS D-WAVE QUANTUM INC20.3K shares14.41%2026-06-302026-07-23

Sponsored

WELL WELLTOWER INC2.1K shares0.28%2026-06-302026-07-23

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F7.7K shares49.44%2026-06-302026-07-23

HLT HILTON WORLDWIDE HLDGS INC1.4K shares0.00%2026-06-302026-07-23

DELL DELL TECHNOLOGIES INC1.1K sharesnew addition2026-06-302026-07-23

VNLA JANUS DETROIT STR TR9.4K shares-2.74%2026-06-302026-07-23

DHS WISDOMTREE TR3.9K shares1.64%2026-06-302026-07-23

XLK SELECT SECTOR SPDR TR2.3K shares-1.98%2026-06-302026-07-23

SHYD VANECK ETF TRUST19.3K shares0.76%2026-06-302026-07-23

Sponsored

GILD GILEAD SCIENCES INC3.4K shares4.54%2026-06-302026-07-23

IWV ISHARES TR1.0K shares0.00%2026-06-302026-07-23

BND VANGUARD BD INDEX FDS5.8K shares-0.15%2026-06-302026-07-23

DUK DUKE ENERGY CORP NEW3.3K shares-2.32%2026-06-302026-07-23

FG F&G ANNUITIES & LIFE INC15.6K shares-20.34%2026-06-302026-07-23

SHYG ISHARES TR9.6K shares29.18%2026-06-302026-07-23

BAM BROOKFIELD ASSET MANAGMT LTD9.0K shares0.08%2026-06-302026-07-23

TT TRANE TECHNOLOGIES PLC807 shares0.00%2026-06-302026-07-23

Sponsored

IGSB ISHARES TR7.5K shares-5.46%2026-06-302026-07-23

AXP AMERICAN EXPRESS CO1.2K shares16.82%2026-06-302026-07-23

TSM TAIWAN SEMICONDUCTOR MANUFAC812 shares19.41%2026-06-302026-07-23

GS GOLDMAN SACHS GROUP INC383 shares-4.01%2026-06-302026-07-23

DIA STATE STR SPDR DOW JONES IND732 sharesnew addition2026-06-302026-07-23

EMXC ISHARES INC3.7K shares6.64%2026-06-302026-07-23

CRCL CIRCLE INTERNET GROUP INC6.0K shares11.50%2026-06-302026-07-23

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC891 shares11.79%2026-06-302026-07-23

Sponsored

TMO THERMO FISHER SCIENTIFIC INC738 shares7.74%2026-06-302026-07-23

CRDO CREDO TECHNOLOGY GROUP HOLDI1.4K sharesnew addition2026-06-302026-07-23

SLB SLB LIMITED7.5K shares156.44%2026-06-302026-07-23

CCB COASTAL FINL CORP WA4.5K shares0.00%2026-06-302026-07-23

WASTE MGMT INC DEL WASTE MGMT INC DEL1.5K shares1.91%2026-06-302026-07-23

VZ VERIZON COMMUNICATIONS INC8.1K shares-1.55%2026-06-302026-07-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL355 sharesnew addition2026-06-302026-07-23

ADP AUTOMATIC DATA PROCESSING IN1.5K shares-0.07%2026-06-302026-07-23

Sponsored

EIPI FIRST TR EXCHNG TRADED FD VI15.1K shares1.70%2026-06-302026-07-23

PFF ISHARES TR10.7K shares-25.89%2026-06-302026-07-23

AMGN AMGEN INC890 shares5.20%2026-06-302026-07-23

WFC WELLS FARGO & CO3.9K shares2.10%2026-06-302026-07-23

PCAR PACCAR INC2.7K shares0.23%2026-06-302026-07-23

3M CO 3M CO1.9K shares0.10%2026-06-302026-07-23

SUB ISHARES TR2.9K sharesnew addition2026-06-302026-07-23

DON WISDOMTREE TR5.5K shares0.42%2026-06-302026-07-23

Sponsored

BWXT BWX TECHNOLOGIES INC1.6K shares1.01%2026-06-302026-07-23

SUSA ISHARES TR2.0K shares0.35%2026-06-302026-07-23

DINO HF SINCLAIR CORP4.3K shares0.28%2026-06-302026-07-23

VWO VANGUARD INTL EQUITY INDEX F5.0K shares0.04%2026-06-302026-07-23

DGRO ISHARES TR3.9K shares0.41%2026-06-302026-07-23

SHEL SHELL PLC3.8K sharesnew addition2026-06-302026-07-23

RTX CORPORATION RTX CORPORATION1.6K shares3.45%2026-06-302026-07-23

NOBL PROSHARES TR5.2K shares113.12%2026-06-302026-07-23

Sponsored

ECL ECOLAB INC1.0K shares0.49%2026-06-302026-07-23

VXUS VANGUARD STAR FDS3.3K shares0.55%2026-06-302026-07-23

SRLN SSGA ACTIVE ETF TR6.9K shares-2.41%2026-06-302026-07-23

BIL SPDR SERIES TRUST3.0K shares0.00%2026-06-302026-07-23

VCRM VANGUARD MUN BD FDS3.6K sharesnew addition2026-06-302026-07-23

MCK MCKESSON CORP360 sharesnew addition2026-06-302026-07-23

MTUM ISHARES TR792 sharesnew addition2026-06-302026-07-23

GLOV GOLDMAN SACHS ETF TR4.2K shares7.92%2026-06-302026-07-23

Sponsored

IXUS ISHARES TR2.7K sharesnew addition2026-06-302026-07-23

HPE HEWLETT PACKARD ENTERPRISE C5.7K sharesnew addition2026-06-302026-07-23

GRANITE CONSTR INC GRANITE CONSTR INC1.6K sharesnew addition2026-06-302026-07-23

SPHD INVESCO EXCH TRADED FD TR II5.0K shares0.00%2026-06-302026-07-23

CTAS CINTAS CORP1.4K shares0.00%2026-06-302026-07-23

GSC GOLDMAN SACHS ETF TR3.5K sharesnew addition2026-06-302026-07-23

FIX COMFORT SYS USA INC123 sharesnew addition2026-06-302026-07-23

COWZ PACER FDS TR3.9K shares-0.18%2026-06-302026-07-23

Sponsored

JAVA J P MORGAN EXCHANGE TRADED F3.0K shares0.80%2026-06-302026-07-23

IVW ISHARES TR1.7K shares-15.90%2026-06-302026-07-23

DSI ISHARES TR1.7K shares0.06%2026-06-302026-07-23

MLN VANECK ETF TRUST13.1K shares-79.66%2026-06-302026-07-23

MELI MERCADOLIBRE INC137 shares-4.86%2026-06-302026-07-23

LOW LOWES COS INC1.0K shares0.29%2026-06-302026-07-23

NULV NUSHARES ETF TR4.5K shares0.00%2026-06-302026-07-23

HELO J P MORGAN EXCHANGE TRADED F3.3K shares0.15%2026-06-302026-07-23

Sponsored

PFE PFIZER INC9.3K shares-13.97%2026-06-302026-07-23

MDY STATE STR SPDR S&P MIDCAP 40312 sharesnew addition2026-06-302026-07-23

COIN COINBASE GLOBAL INC1.5K shares0.74%2026-06-302026-07-23

VRT VERTIV HOLDINGS CO645 sharesnew addition2026-06-302026-07-23

IXN ISHARES TR1.5K sharesnew addition2026-06-302026-07-23

ESGD ISHARES TR2.1K sharesnew addition2026-06-302026-07-23

IWD ISHARES TR880 sharesnew addition2026-06-302026-07-23

HD HOME DEPOT INC586 shares-5.02%2026-06-302026-07-23

Sponsored

TLN TALEN ENERGY CORP528 sharesnew addition2026-06-302026-07-23

BTG B2GOLD CORP12.0K shares0.00%2026-06-302026-07-23

SABR SABRE CORP15.0K shares0.00%2026-06-302026-07-23

CRDF CARDIFF ONCOLOGY INC15.5K shares3.50%2026-06-302026-07-23

FNDF

SCHWAB STRATEGIC TR

1.75%

Shares1.1M

Event2026-06-30

Filed2026-07-23

ISHARES TR

4.70%

Shares66.3K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD SPECIALIZED FUNDS

4.00%

Shares208.3K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

311.97%

Shares303.8K

Event2026-06-30

Filed2026-07-23

VCIT

VANGUARD SCOTTSDALE FDS

3.70%

Shares438.8K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

9.66%

Shares48.4K

Event2026-06-30

Filed2026-07-23

JPIE

J P MORGAN EXCHANGE TRADED F

8.49%

Shares712.7K

Event2026-06-30

Filed2026-07-23

VGT

VANGUARD WORLD FD

709.56%

Shares247.2K

Event2026-06-30

Filed2026-07-23

JPST

J P MORGAN EXCHANGE TRADED F

-4.22%

Shares427.8K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

23.32%

Shares26.4K

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC

10.83%

Shares220.6K

Event2026-06-30

Filed2026-07-23

AVUV

AMERICAN CENTY ETF TR

11.24%

Shares141.6K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

-0.35%

Shares58.2K

Event2026-06-30

Filed2026-07-23

VYMI

VANGUARD WHITEHALL FDS

2.34%

Shares168.1K

Event2026-06-30

Filed2026-07-23

VYM

VANGUARD WHITEHALL FDS

0.11%

Shares100.5K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

3.09%

Shares43.7K

Event2026-06-30

Filed2026-07-23

JBND

J P MORGAN EXCHANGE TRADED F

3.41%

Shares235.6K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

1.24%

Shares51.6K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

-3.02%

Shares34.1K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD INDEX FDS

11.21%

Shares51.1K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

4.13%

Shares29.7K

Event2026-06-30

Filed2026-07-23

IDV

ISHARES TR

8.48%

Shares264.0K

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

9.76%

Shares18.3K

Event2026-06-30

Filed2026-07-23

GMUB

GOLDMAN SACHS ETF TR

30.14%

Shares159.7K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

2.65%

Shares38.6K

Event2026-06-30

Filed2026-07-23

VTEB

VANGUARD MUN BD FDS

1.23%

Shares152.1K

Event2026-06-30

Filed2026-07-23

JEPI

J P MORGAN EXCHANGE TRADED F

-0.54%

Shares129.9K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

7.25%

Shares19.2K

Event2026-06-30

Filed2026-07-23

VNQ

VANGUARD INDEX FDS

-2.01%

Shares69.8K

Event2026-06-30

Filed2026-07-23

SCHV

SCHWAB STRATEGIC TR

0.10%

Shares192.1K

Event2026-06-30

Filed2026-07-23

JMST

J P MORGAN EXCHANGE TRADED F

-6.36%

Shares130.1K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

0.94%

Shares11.5K

Event2026-06-30

Filed2026-07-23

SGOV

ISHARES TR

-35.47%

Shares63.1K

Event2026-06-30

Filed2026-07-23

VFVA

VANGUARD WELLINGTON FD

1.01%

Shares42.7K

Event2026-06-30

Filed2026-07-23

MINT

PIMCO ETF TR

7.38%

Shares57.7K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

-0.53%

Shares6.1K

Event2026-06-30

Filed2026-07-23

XLP

SELECT SECTOR SPDR TR

4.43%

Shares66.7K

Event2026-06-30

Filed2026-07-23

JPSE

J P MORGAN EXCHANGE TRADED F

0.25%

Shares91.2K

Event2026-06-30

Filed2026-07-23

ALPS ETF TR

77.26%

Shares95.5K

Event2026-06-30

Filed2026-07-23

GSLC

GOLDMAN SACHS ETF TR

-4.49%

Shares34.8K

Event2026-06-30

Filed2026-07-23

COLB

COLUMBIA BKG SYS INC

7.72%

Shares153.3K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

-5.75%

Shares12.4K

Event2026-06-30

Filed2026-07-23

HDV

ISHARES TR

455.97%

Shares162.1K

Event2026-06-30

Filed2026-07-23

IEF

ISHARES TR

10.31%

Shares46.8K

Event2026-06-30

Filed2026-07-23

XLRE

SELECT SECTOR SPDR TR

276.49%

Shares98.9K

Event2026-06-30

Filed2026-07-23

VISA INC

4.60%

Shares12.1K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

1.81%

Shares12.2K

Event2026-06-30

Filed2026-07-23

JMUB

J P MORGAN EXCHANGE TRADED F

5.26%

Shares76.1K

Event2026-06-30

Filed2026-07-23

CROWDSTRIKE HLDGS INC

-0.16%

Shares4.9K

Event2026-06-30

Filed2026-07-23

MUB

ISHARES TR

-4.82%

Shares32.8K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

291.70%

Shares42.6K

Event2026-06-30

Filed2026-07-23

MLPA

GLOBAL X FDS

12.47%

Shares64.2K

Event2026-06-30

Filed2026-07-23

ISHARES TR

-4.81%

Shares33.1K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

1.49%

Shares12.8K

Event2026-06-30

Filed2026-07-23

PANW

PALO ALTO NETWORKS INC

-10.94%

Shares9.1K

Event2026-06-30

Filed2026-07-23

VBK

VANGUARD INDEX FDS

-7.39%

Shares8.2K

Event2026-06-30

Filed2026-07-23

JCPB

J P MORGAN EXCHANGE TRADED F

8.11%

Shares62.3K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

0.56%

Shares2.5K

Event2026-06-30

Filed2026-07-23

FNF

FIDELITY NATL FINL INC

-1.87%

Shares59.6K

Event2026-06-30

Filed2026-07-23

VBR

VANGUARD INDEX FDS

-3.42%

Shares11.5K

Event2026-06-30

Filed2026-07-23

QUANTA SVCS INC

54.55%

Shares3.8K

Event2026-06-30

Filed2026-07-23

BINC

BLACKROCK ETF TRUST II

-65.26%

Shares52.1K

Event2026-06-30

Filed2026-07-23

PALANTIR TECHNOLOGIES INC

5.86%

Shares23.0K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

-3.80%

Shares7.5K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

2.05%

Shares3.8K

Event2026-06-30

Filed2026-07-23

CEG

CONSTELLATION ENERGY CORP

-26.06%

Shares8.4K

Event2026-06-30

Filed2026-07-23

SOFI

SOFI TECHNOLOGIES INC

2.14%

Shares113.2K

Event2026-06-30

Filed2026-07-23

GSEW

GOLDMAN SACHS ETF TR

6.75%

Shares20.8K

Event2026-06-30

Filed2026-07-23

SCHG

SCHWAB STRATEGIC TR

1.20%

Shares55.5K

Event2026-06-30

Filed2026-07-23

PYLD

PIMCO ETF TR

19.72%

Shares68.6K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

19.36%

Shares7.1K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORPORATION

2.89%

Shares10.8K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

0.92%

Shares12.7K

Event2026-06-30

Filed2026-07-23

IAU

ISHARES GOLD TR

1.46%

Shares22.8K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD TAX-MANAGED FDS

0.87%

Shares24.0K

Event2026-06-30

Filed2026-07-23

JMEE

J P MORGAN EXCHANGE TRADED F

-2.06%

Shares19.9K

Event2026-06-30

Filed2026-07-23

ISHARES TR

7.96%

Shares16.0K

Event2026-06-30

Filed2026-07-23

PSX

PHILLIPS 66

0.89%

Shares9.1K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

2.50%

Shares1.4K

Event2026-06-30

Filed2026-07-23

RKLB

ROCKET LAB CORP

6.32%

Shares14.2K

Event2026-06-30

Filed2026-07-23

NXP

NUVEEN SELECT TAX-FREE INCOM

-2.42%

Shares100.3K

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC

15.25%

Shares1.2K

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC

-13.43%

Shares7.4K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

107.68%

Shares1.1K

Event2026-06-30

Filed2026-07-23

HIMU

BLACKROCK ETF TRUST II

New

Shares25.6K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP

31.18%

Shares4.6K

Event2026-06-30

Filed2026-07-23

JIVE

J P MORGAN EXCHANGE TRADED F

13.68%

Shares13.6K

Event2026-06-30

Filed2026-07-23

GSSC

GOLDMAN SACHS ETF TR

15.35%

Shares13.6K

Event2026-06-30

Filed2026-07-23

XLE

SELECT SECTOR SPDR TR

-14.02%

Shares22.7K

Event2026-06-30

Filed2026-07-23

VOOV

VANGUARD ADMIRAL FDS INC

0.42%

Shares5.4K

Event2026-06-30

Filed2026-07-23

VXF

VANGUARD INDEX FDS

11.84%

Shares4.8K

Event2026-06-30

Filed2026-07-23

DCTH

DELCATH SYS INC

0.00%

Shares93.0K

Event2026-06-30

Filed2026-07-23

SNDK

SANDISK CORP

48.10%

Shares508

Event2026-06-30

Filed2026-07-23

INTC

INTEL CORP

-2.50%

Shares7.9K

Event2026-06-30

Filed2026-07-23

GLD

SPDR GOLD TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-23

APPLIED MATLS INC

-0.33%

Shares1.5K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

4.60%

Shares9.4K

Event2026-06-30

Filed2026-07-23

KOF

COCA-COLA FEMSA SAB DE CV

8.91%

Shares9.8K

Event2026-06-30

Filed2026-07-23

IJR

ISHARES TR

-1.04%

Shares6.8K

Event2026-06-30

Filed2026-07-23

LMT

LOCKHEED MARTIN CORP

-1.11%

Shares2.0K

Event2026-06-30

Filed2026-07-23

SHM

SPDR SERIES TRUST

-39.62%

Shares20.8K

Event2026-06-30

Filed2026-07-23

ALTRIA GROUP INC

2.16%

Shares13.8K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

24.52%

Shares6.8K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

4.82%

Shares2.3K

Event2026-06-30

Filed2026-07-23

JPEF

J P MORGAN EXCHANGE TRADED F

-1.73%

Shares12.2K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

-28.19%

Shares1.7K

Event2026-06-30

Filed2026-07-23

IJH

ISHARES TR

-2.38%

Shares12.4K

Event2026-06-30

Filed2026-07-23

MPC

MARATHON PETE CORP

-0.36%

Shares3.5K

Event2026-06-30

Filed2026-07-23

RSP

INVESCO EXCHANGE TRADED FD T

9.46%

Shares4.2K

Event2026-06-30

Filed2026-07-23

AKRE

PROFESIONALLY MANAGED PORTFO

-12.08%

Shares16.8K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE

5.80%

Shares2.4K

Event2026-06-30

Filed2026-07-23

ASML

ASML HLDG NV

12.15%

Shares443

Event2026-06-30

Filed2026-07-23

PEP

PEPSICO INC

18.68%

Shares6.3K

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

0.10%

Shares7.2K

Event2026-06-30

Filed2026-07-23

USB

US BANCORP

-6.19%

Shares13.9K

Event2026-06-30

Filed2026-07-23

IBM

INTERNATIONAL BUSINESS MACHS

-3.79%

Shares2.9K

Event2026-06-30

Filed2026-07-23

DLN

WISDOMTREE TR

0.21%

Shares8.5K

Event2026-06-30

Filed2026-07-23

SBUX

STARBUCKS CORP

-0.59%

Shares7.9K

Event2026-06-30

Filed2026-07-23

SOUTHERN CO

0.25%

Shares8.3K

Event2026-06-30

Filed2026-07-23

SCHD

SCHWAB STRATEGIC TR

25.34%

Shares24.9K

Event2026-06-30

Filed2026-07-23

KLAC

KLA CORP

887.83%

Shares2.6K

Event2026-06-30

Filed2026-07-23

NETFLIX INC.

-2.66%

Shares10.5K

Event2026-06-30

Filed2026-07-23

WPM

WHEATON PRECIOUS METALS CORP

-1.51%

Shares6.4K

Event2026-06-30

Filed2026-07-23

LHX

L3HARRIS TECHNOLOGIES INC

-5.25%

Shares2.4K

Event2026-06-30

Filed2026-07-23

FNDE

SCHWAB STRATEGIC TR

30.42%

Shares17.7K

Event2026-06-30

Filed2026-07-23

MAA

MID-AMER APT CMNTYS INC

-16.27%

Shares4.8K

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC

0.65%

Shares3.6K

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD INDEX FDS

432.80%

Shares7.4K

Event2026-06-30

Filed2026-07-23

BOEING CO

23.55%

Shares2.9K

Event2026-06-30

Filed2026-07-23

AT&T INC

-0.67%

Shares30.1K

Event2026-06-30

Filed2026-07-23

ETN

EATON CORP PLC

5.79%

Shares1.4K

Event2026-06-30

Filed2026-07-23

JQUA

J P MORGAN EXCHANGE TRADED F

-8.08%

Shares8.3K

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO INC

5.72%

Shares4.6K

Event2026-06-30

Filed2026-07-23

COCA COLA CO

-3.03%

Shares7.3K

Event2026-06-30

Filed2026-07-23

IWY

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

VIRT

VIRTU FINL INC

1.44%

Shares9.5K

Event2026-06-30

Filed2026-07-23

FDVV

FIDELITY COVINGTON TRUST

53.21%

Shares9.3K

Event2026-06-30

Filed2026-07-23

IWB

ISHARES TR

5.89%

Shares1.3K

Event2026-06-30

Filed2026-07-23

CRWV

COREWEAVE INC

10.62%

Shares5.3K

Event2026-06-30

Filed2026-07-23

NUV

NUVEEN MUN VALUE FD INC

11.18%

Shares55.8K

Event2026-06-30

Filed2026-07-23

BLV

VANGUARD BD INDEX FDS

-41.77%

Shares7.3K

Event2026-06-30

Filed2026-07-23

FPEI

FIRST TR EXCH TRADED FD III

30.17%

Shares25.8K

Event2026-06-30

Filed2026-07-23

BIV

VANGUARD BD INDEX FDS

6.83%

Shares6.4K

Event2026-06-30

Filed2026-07-23

QBTS

D-WAVE QUANTUM INC

14.41%

Shares20.3K

Event2026-06-30

Filed2026-07-23

WELL

WELLTOWER INC

0.28%

Shares2.1K

Event2026-06-30

Filed2026-07-23

J P MORGAN EXCHANGE TRADED F

49.44%

Shares7.7K

Event2026-06-30

Filed2026-07-23

HLT

HILTON WORLDWIDE HLDGS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

DELL

DELL TECHNOLOGIES INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-23

VNLA

JANUS DETROIT STR TR

-2.74%

Shares9.4K

Event2026-06-30

Filed2026-07-23

DHS

WISDOMTREE TR

1.64%

Shares3.9K

Event2026-06-30

Filed2026-07-23

XLK

SELECT SECTOR SPDR TR

-1.98%

Shares2.3K

Event2026-06-30

Filed2026-07-23

SHYD

VANECK ETF TRUST

0.76%

Shares19.3K

Event2026-06-30

Filed2026-07-23

GILD

GILEAD SCIENCES INC

4.54%

Shares3.4K

Event2026-06-30

Filed2026-07-23

IWV

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

BND

VANGUARD BD INDEX FDS

-0.15%

Shares5.8K

Event2026-06-30

Filed2026-07-23

DUK

DUKE ENERGY CORP NEW

-2.32%

Shares3.3K

Event2026-06-30

Filed2026-07-23

F&G ANNUITIES & LIFE INC

-20.34%

Shares15.6K

Event2026-06-30

Filed2026-07-23

SHYG

ISHARES TR

29.18%

Shares9.6K

Event2026-06-30

Filed2026-07-23

BAM

BROOKFIELD ASSET MANAGMT LTD

0.08%

Shares9.0K

Event2026-06-30

Filed2026-07-23

TRANE TECHNOLOGIES PLC

0.00%

Shares807

Event2026-06-30

Filed2026-07-23

IGSB

ISHARES TR

-5.46%

Shares7.5K

Event2026-06-30

Filed2026-07-23

AXP

AMERICAN EXPRESS CO

16.82%

Shares1.2K

Event2026-06-30

Filed2026-07-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

19.41%

Shares812

Event2026-06-30

Filed2026-07-23

GOLDMAN SACHS GROUP INC

-4.01%

Shares383

Event2026-06-30

Filed2026-07-23

DIA

STATE STR SPDR DOW JONES IND

New

Shares732

Event2026-06-30

Filed2026-07-23

EMXC

ISHARES INC

6.64%

Shares3.7K

Event2026-06-30

Filed2026-07-23

CRCL

CIRCLE INTERNET GROUP INC

11.50%

Shares6.0K

Event2026-06-30

Filed2026-07-23

UNITEDHEALTH GROUP INC

11.79%

Shares891

Event2026-06-30

Filed2026-07-23

TMO

THERMO FISHER SCIENTIFIC INC

7.74%

Shares738

Event2026-06-30

Filed2026-07-23

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares1.4K

Event2026-06-30

Filed2026-07-23

SLB

SLB LIMITED

156.44%

Shares7.5K

Event2026-06-30

Filed2026-07-23

CCB

COASTAL FINL CORP WA

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-23

WASTE MGMT INC DEL

1.91%

Shares1.5K

Event2026-06-30

Filed2026-07-23

VERIZON COMMUNICATIONS INC

-1.55%

Shares8.1K

Event2026-06-30

Filed2026-07-23

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares355

Event2026-06-30

Filed2026-07-23

ADP

AUTOMATIC DATA PROCESSING IN

-0.07%

Shares1.5K

Event2026-06-30

Filed2026-07-23

EIPI

FIRST TR EXCHNG TRADED FD VI

1.70%

Shares15.1K

Event2026-06-30

Filed2026-07-23

PFF

ISHARES TR

-25.89%

Shares10.7K

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC

5.20%

Shares890

Event2026-06-30

Filed2026-07-23

WFC

WELLS FARGO & CO

2.10%

Shares3.9K

Event2026-06-30

Filed2026-07-23

PCAR

PACCAR INC

0.23%

Shares2.7K

Event2026-06-30

Filed2026-07-23

3M CO

0.10%

Shares1.9K

Event2026-06-30

Filed2026-07-23

SUB

ISHARES TR

New

Shares2.9K

Event2026-06-30

Filed2026-07-23

DON

WISDOMTREE TR

0.42%

Shares5.5K

Event2026-06-30

Filed2026-07-23

BWXT

BWX TECHNOLOGIES INC

1.01%

Shares1.6K

Event2026-06-30

Filed2026-07-23

SUSA

ISHARES TR

0.35%

Shares2.0K

Event2026-06-30

Filed2026-07-23

DINO

HF SINCLAIR CORP

0.28%

Shares4.3K

Event2026-06-30

Filed2026-07-23

VWO

VANGUARD INTL EQUITY INDEX F

0.04%

Shares5.0K

Event2026-06-30

Filed2026-07-23

DGRO

ISHARES TR

0.41%

Shares3.9K

Event2026-06-30

Filed2026-07-23

SHEL

SHELL PLC

New

Shares3.8K

Event2026-06-30

Filed2026-07-23

RTX CORPORATION

3.45%

Shares1.6K

Event2026-06-30

Filed2026-07-23

NOBL

PROSHARES TR

113.12%

Shares5.2K

Event2026-06-30

Filed2026-07-23

ECL

ECOLAB INC

0.49%

Shares1.0K

Event2026-06-30

Filed2026-07-23

VXUS

VANGUARD STAR FDS

0.55%

Shares3.3K

Event2026-06-30

Filed2026-07-23

SRLN

SSGA ACTIVE ETF TR

-2.41%

Shares6.9K

Event2026-06-30

Filed2026-07-23

BIL

SPDR SERIES TRUST

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-23

VCRM

VANGUARD MUN BD FDS

New

Shares3.6K

Event2026-06-30

Filed2026-07-23

MCK

MCKESSON CORP

New

Shares360

Event2026-06-30

Filed2026-07-23

MTUM

ISHARES TR

New

Shares792

Event2026-06-30

Filed2026-07-23

GLOV

GOLDMAN SACHS ETF TR

7.92%

Shares4.2K

Event2026-06-30

Filed2026-07-23

IXUS

ISHARES TR

New

Shares2.7K

Event2026-06-30

Filed2026-07-23

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares5.7K

Event2026-06-30

Filed2026-07-23

GRANITE CONSTR INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-23

SPHD

INVESCO EXCH TRADED FD TR II

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-23

CTAS

CINTAS CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

GSC

GOLDMAN SACHS ETF TR

New

Shares3.5K

Event2026-06-30

Filed2026-07-23

FIX

COMFORT SYS USA INC

New

Shares123

Event2026-06-30

Filed2026-07-23

COWZ

PACER FDS TR

-0.18%

Shares3.9K

Event2026-06-30

Filed2026-07-23

JAVA

J P MORGAN EXCHANGE TRADED F

0.80%

Shares3.0K

Event2026-06-30

Filed2026-07-23

IVW

ISHARES TR

-15.90%

Shares1.7K

Event2026-06-30

Filed2026-07-23

DSI

ISHARES TR

0.06%

Shares1.7K

Event2026-06-30

Filed2026-07-23

MLN

VANECK ETF TRUST

-79.66%

Shares13.1K

Event2026-06-30

Filed2026-07-23

MELI

MERCADOLIBRE INC

-4.86%

Shares137

Event2026-06-30

Filed2026-07-23

LOW

LOWES COS INC

0.29%

Shares1.0K

Event2026-06-30

Filed2026-07-23

NULV

NUSHARES ETF TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-23

HELO

J P MORGAN EXCHANGE TRADED F

0.15%

Shares3.3K

Event2026-06-30

Filed2026-07-23

PFE

PFIZER INC

-13.97%

Shares9.3K

Event2026-06-30

Filed2026-07-23

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares312

Event2026-06-30

Filed2026-07-23

COIN

COINBASE GLOBAL INC

0.74%

Shares1.5K

Event2026-06-30

Filed2026-07-23

VRT

VERTIV HOLDINGS CO

New

Shares645

Event2026-06-30

Filed2026-07-23

IXN

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-23

ESGD

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-23

IWD

ISHARES TR

New

Shares880

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

-5.02%

Shares586

Event2026-06-30

Filed2026-07-23

TLN

TALEN ENERGY CORP

New

Shares528

Event2026-06-30

Filed2026-07-23

BTG

B2GOLD CORP

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-23

SABR

SABRE CORP

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-23

CRDF

CARDIFF ONCOLOGY INC

3.50%

Shares15.5K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

SLB Call CallSLB LIMITED6.5K shares30.00%2026-06-302026-07-23

DELL Call CallDELL TECHNOLOGIES INC500 sharesnew addition2026-06-302026-07-23

HPE Call CallHEWLETT PACKARD ENTERPRISE C1.0K sharesnew addition2026-06-302026-07-23

SLB Call

SLB LIMITED

30.00%

Shares6.5K

Event2026-06-30

Filed2026-07-23

DELL Call

DELL TECHNOLOGIES INC

New

Shares500

Event2026-06-30

Filed2026-07-23

HPE Call

HEWLETT PACKARD ENTERPRISE C

New

Shares1.0K

Event2026-06-30

Filed2026-07-23

Put Option Holdings

No put option holdings data available