Sponsored

The Analysis of Sharp Wealth Advisory, LLC's Holdings & P&L

Currently, Sharp Wealth Advisory, LLC holds 127 types of securities in its portfolio with a total value $215.9M. In the most recent quarter, they have increased their positions in N/A (+80.2K shares, valued at $29.7M), XLK (+41.2K shares, valued at $7.9M), IYZ (+171.3K shares, valued at $7.2M); decreased their positions in IJS (-270.3K shares, valued at $36.9M), VB (-112.5K shares, valued at $34.1M), VOT (-89.3K shares, valued at $27.4M); initiated new positions in XLK (+41.2K shares, valued at $7.9M), IYZ (+171.3K shares, valued at $7.2M), IYM (+39.5K shares, valued at $7.1M).

1M P&L

-687.5K-0.50%

3M P&L

+3.5M+2.59%

HY P&L

+1.8M+1.36%

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/A120.2M

79.1%

2Semiconductors4.2M

2.8%

3Drug Manufacturers - General2.9M

1.9%

Top Industries by Stock Count

1N/A51 stocks

49.5%

2Drug Manufacturers - General5 stocks

4.9%

3Semiconductors4 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS83.0K shares2804.72%2026-06-302026-07-24

ISHARES TR ISHARES TR154.6K shares5.51%2026-06-302026-07-24

VGIT VANGUARD SCOTTSDALE FDS217.3K shares4.84%2026-06-302026-07-24

GLD SPDR GOLD TR28.3K shares3.24%2026-06-302026-07-24

IWM ISHARES TR26.5K shares746.00%2026-06-302026-07-24

QQQ INVESCO QQQ TR10.7K shares692.97%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR41.2K sharesnew addition2026-06-302026-07-24

IEMG ISHARES INC91.2K shares823.04%2026-06-302026-07-24

Sponsored

IYZ ISHARES TR171.3K sharesnew addition2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR136.4K shares3226.34%2026-06-302026-07-24

IYM ISHARES TR39.5K sharesnew addition2026-06-302026-07-24

IVW ISHARES TR51.5K shares2369.13%2026-06-302026-07-24

VOT VANGUARD INDEX FDS22.7K shares-79.72%2026-06-302026-07-24

NVDA NVIDIA CORPORATION15.4K shares6.30%2026-06-302026-07-24

IAU ISHARES GOLD TR37.7K shares7.05%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS37.7K shares-0.39%2026-06-302026-07-24

Sponsored

GOOGL ALPHABET INC7.1K shares13.73%2026-06-302026-07-24

AAPL APPLE INC8.5K shares2.34%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F38.4K shares13.18%2026-06-302026-07-24

BROADCOM INC BROADCOM INC6.0K shares2.11%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC3.8K shares-10.83%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP14.3K shares15.81%2026-06-302026-07-24

VOO VANGUARD INDEX FDS2.8K shares30.65%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T8.6K shares19.92%2026-06-302026-07-24

Sponsored

CTA SIMPLIFY EXCHANGE TRADED FUN61.9K shares15.96%2026-06-302026-07-24

IWF ISHARES TR12.5K shares292.95%2026-06-302026-07-24

ISHARES TR ISHARES TR1.9K shares60.22%2026-06-302026-07-24

MSFT MICROSOFT CORP3.5K shares11.63%2026-06-302026-07-24

ISHARES TR ISHARES TR12.4K shares9.42%2026-06-302026-07-24

AMZN AMAZON COM INC4.7K shares2.23%2026-06-302026-07-24

VRT VERTIV HOLDINGS CO3.1K shares5.08%2026-06-302026-07-24

BIL SPDR SERIES TRUST10.9K shares8.97%2026-06-302026-07-24

Sponsored

BND VANGUARD BD INDEX FDS13.4K shares12.91%2026-06-302026-07-24

VISA INC VISA INC2.9K shares-5.06%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL1.8K shares-24.93%2026-06-302026-07-24

CVX CHEVRON CORPORATION5.4K shares44.61%2026-06-302026-07-24

ETN EATON CORP PLC2.0K shares2.64%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON3.3K shares12.26%2026-06-302026-07-24

ITOT ISHARES TR5.0K shares0.00%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION4.2K shares15.66%2026-06-302026-07-24

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.1K shares16.04%2026-06-302026-07-24

WMT WALMART INC6.8K shares22.08%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.4K shares-3.98%2026-06-302026-07-24

LLY ELI LILLY & CO638 shares33.19%2026-06-302026-07-24

SMH VANECK ETF TRUST1.1K shares0.53%2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC6.1K shares0.00%2026-06-302026-07-24

MTBA SIMPLIFY EXCHANGE TRADED FUN14.5K shares60.90%2026-06-302026-07-24

UPS UNITED PARCEL SVCS INC6.5K shares4.03%2026-06-302026-07-24

Sponsored

PSX PHILLIPS 664.0K shares26.99%2026-06-302026-07-24

ABBVIE INC ABBVIE INC2.6K shares-3.64%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC907 shares-6.20%2026-06-302026-07-24

DOMINION ENERGY INC DOMINION ENERGY INC9.5K shares-9.51%2026-06-302026-07-24

PFE PFIZER INC26.9K shares20.37%2026-06-302026-07-24

STIP ISHARES TR6.3K shares25.94%2026-06-302026-07-24

XLI SELECT SECTOR SPDR TR3.5K shares6.84%2026-06-302026-07-24

SLV ISHARES SILVER TR11.8K shares-1.67%2026-06-302026-07-24

Sponsored

PM PHILIP MORRIS INTL INC3.4K shares-23.81%2026-06-302026-07-24

LMT LOCKHEED MARTIN CORP1.2K shares139.92%2026-06-302026-07-24

EWJ ISHARES INC6.3K shares-3.25%2026-06-302026-07-24

IWN ISHARES TR2.5K shares-1.60%2026-06-302026-07-24

TGT TARGET CORP4.3K shares0.00%2026-06-302026-07-24

CNQ CANADIAN NAT RES LTD MED TER13.5K shares8.08%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC4.3K shares-22.57%2026-06-302026-07-24

KCCA KRANESHARES TRUST29.5K shares60.96%2026-06-302026-07-24

Sponsored

CAT CATERPILLAR INC464 shares-1.28%2026-06-302026-07-24

ISRG INTUITIVE SURGICAL INC1.2K shares5.89%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC1.0K shares9.41%2026-06-302026-07-24

VPU VANGUARD WORLD FD2.4K shares0.00%2026-06-302026-07-24

VB VANGUARD INDEX FDS1.5K shares-98.70%2026-06-302026-07-24

XLB SELECT SECTOR SPDR TR8.7K shares57.24%2026-06-302026-07-24

MO ALTRIA GROUP INC6.0K shares0.00%2026-06-302026-07-24

IJH ISHARES TR5.6K shares85.10%2026-06-302026-07-24

Sponsored

IGV ISHARES TR4.7K shares36.85%2026-06-302026-07-24

RSPT INVESCO EXCHANGE TRADED FD T6.6K sharesnew addition2026-06-302026-07-24

AXP AMERICAN EXPRESS CO1.2K shares6.85%2026-06-302026-07-24

HIG HARTFORD INSURANCE GROUP INC3.2K shares-19.06%2026-06-302026-07-24

FREEPORT MCMORAN INC FREEPORT MCMORAN INC6.7K shares14.55%2026-06-302026-07-24

RIO RIO TINTO PLC4.3K shares41.52%2026-06-302026-07-24

VUG VANGUARD INDEX FDS4.7K shares411.67%2026-06-302026-07-24

CHUBB LIMITED CHUBB LIMITED1.2K shares9.24%2026-06-302026-07-24

Sponsored

IWD ISHARES TR1.7K shares-1.37%2026-06-302026-07-24

MS MORGAN STANLEY1.9K shares0.96%2026-06-302026-07-24

PDBA INVESCO ACTVELY MNGD ETC FD11.1K sharesnew addition2026-06-302026-07-24

KBWB INVESCO EXCH TRADED FD TR II4.1K sharesnew addition2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC375 shares-36.97%2026-06-302026-07-24

BAC BANK OF AMER CORP6.6K shares1.01%2026-06-302026-07-24

ABT ABBOTT LABORATORIES4.1K shares69.41%2026-06-302026-07-24

ADM ARCHER DANIELS MIDLAND CO4.8K shares59.82%2026-06-302026-07-24

Sponsored

MRK MERCK & CO INC2.8K shares10.05%2026-06-302026-07-24

SDCI USCF ETF TR13.3K shares8.16%2026-06-302026-07-24

DBA INVESCO DB MULTI-SECTOR COMM12.9K shares-10.38%2026-06-302026-07-24

TXN TEXAS INSTRS INC1.1K sharesnew addition2026-06-302026-07-24

PEP PEPSICO INC2.4K shares-23.31%2026-06-302026-07-24

PG PROCTER & GAMBLE CO2.2K shares-11.43%2026-06-302026-07-24

GE GE AEROSPACE850 shares-38.18%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.4.4K shares1.63%2026-06-302026-07-24

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C6.8K shares-22.48%2026-06-302026-07-24

KHC KRAFT HEINZ CO13.1K shares-14.17%2026-06-302026-07-24

PNC PNC FINL SVCS GROUP INC1.2K shares-24.71%2026-06-302026-07-24

HD HOME DEPOT INC851 shares-23.75%2026-06-302026-07-24

QCOM QUALCOMM INC1.6K shares-62.33%2026-06-302026-07-24

ORACLE CORP ORACLE CORP2.0K shares35.69%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION311 shares0.32%2026-06-302026-07-24

VANECK ETF TRUST VANECK ETF TRUST3.8K shares0.00%2026-06-302026-07-24

Sponsored

UNP UNION PAC CORP1.1K shares-23.17%2026-06-302026-07-24

HL HECLA MINING COMPANY18.4K shares0.00%2026-06-302026-07-24

NVO NOVO-NORDISK A S5.9K sharesnew addition2026-06-302026-07-24

VO VANGUARD INDEX FDS3.5K shares287.58%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR10.1K sharesnew addition2026-06-302026-07-24

SILJ AMPLIFY ETF TR10.4K shares0.00%2026-06-302026-07-24

SOXX ISHARES TR405 sharesnew addition2026-06-302026-07-24

PSLV SPROTT ASSET MANAGEMENT LP13.7K shares7.87%2026-06-302026-07-24

Sponsored

DGRO ISHARES TR3.4K shares0.03%2026-06-302026-07-24

TFC TRUIST FINL CORP5.1K sharesnew addition2026-06-302026-07-24

IJS ISHARES TR1.9K shares-99.32%2026-06-302026-07-24

DIA STATE STR SPDR DOW JONES IND485 sharesnew addition2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC737 sharesnew addition2026-06-302026-07-24

GOOG ALPHABET INC708 shares-2.07%2026-06-302026-07-24

COHR COHERENT CORP600 sharesnew addition2026-06-302026-07-24

IDV ISHARES TR5.5K shares0.00%2026-06-302026-07-24

Sponsored

XLC SELECT SECTOR SPDR TR2.0K shares-30.85%2026-06-302026-07-24

LIN LINDE PLC416 sharesnew addition2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC276 shares-51.41%2026-06-302026-07-24

DUK DUKE ENERGY CORP NEW1.7K shares-11.46%2026-06-302026-07-24

DIS DISNEY WALT CO2.1K shares-14.06%2026-06-302026-07-24

SOUTHERN CO SOUTHERN CO2.1K shares-0.48%2026-06-302026-07-24

F FORD MTR CO13.4K shares0.01%2026-06-302026-07-24

VANGUARD INDEX FDS

2804.72%

Shares83.0K

Event2026-06-30

Filed2026-07-24

ISHARES TR

5.51%

Shares154.6K

Event2026-06-30

Filed2026-07-24

VGIT

VANGUARD SCOTTSDALE FDS

4.84%

Shares217.3K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

3.24%

Shares28.3K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

746.00%

Shares26.5K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

692.97%

Shares10.7K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

New

Shares41.2K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

823.04%

Shares91.2K

Event2026-06-30

Filed2026-07-24

IYZ

ISHARES TR

New

Shares171.3K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

3226.34%

Shares136.4K

Event2026-06-30

Filed2026-07-24

IYM

ISHARES TR

New

Shares39.5K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

2369.13%

Shares51.5K

Event2026-06-30

Filed2026-07-24

VOT

VANGUARD INDEX FDS

-79.72%

Shares22.7K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

6.30%

Shares15.4K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

7.05%

Shares37.7K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

-0.39%

Shares37.7K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

13.73%

Shares7.1K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

2.34%

Shares8.5K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

13.18%

Shares38.4K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

2.11%

Shares6.0K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

-10.83%

Shares3.8K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

15.81%

Shares14.3K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

30.65%

Shares2.8K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

19.92%

Shares8.6K

Event2026-06-30

Filed2026-07-24

CTA

SIMPLIFY EXCHANGE TRADED FUN

15.96%

Shares61.9K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

292.95%

Shares12.5K

Event2026-06-30

Filed2026-07-24

ISHARES TR

60.22%

Shares1.9K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

11.63%

Shares3.5K

Event2026-06-30

Filed2026-07-24

ISHARES TR

9.42%

Shares12.4K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

2.23%

Shares4.7K

Event2026-06-30

Filed2026-07-24

VRT

VERTIV HOLDINGS CO

5.08%

Shares3.1K

Event2026-06-30

Filed2026-07-24

BIL

SPDR SERIES TRUST

8.97%

Shares10.9K

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

12.91%

Shares13.4K

Event2026-06-30

Filed2026-07-24

VISA INC

-5.06%

Shares2.9K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-24.93%

Shares1.8K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

44.61%

Shares5.4K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

2.64%

Shares2.0K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

12.26%

Shares3.3K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

15.66%

Shares4.2K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

16.04%

Shares1.1K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

22.08%

Shares6.8K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-3.98%

Shares2.4K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

33.19%

Shares638

Event2026-06-30

Filed2026-07-24

SMH

VANECK ETF TRUST

0.53%

Shares1.1K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-24

MTBA

SIMPLIFY EXCHANGE TRADED FUN

60.90%

Shares14.5K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

4.03%

Shares6.5K

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

26.99%

Shares4.0K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

-3.64%

Shares2.6K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

-6.20%

Shares907

Event2026-06-30

Filed2026-07-24

DOMINION ENERGY INC

-9.51%

Shares9.5K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

20.37%

Shares26.9K

Event2026-06-30

Filed2026-07-24

STIP

ISHARES TR

25.94%

Shares6.3K

Event2026-06-30

Filed2026-07-24

XLI

SELECT SECTOR SPDR TR

6.84%

Shares3.5K

Event2026-06-30

Filed2026-07-24

SLV

ISHARES SILVER TR

-1.67%

Shares11.8K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

-23.81%

Shares3.4K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

139.92%

Shares1.2K

Event2026-06-30

Filed2026-07-24

EWJ

ISHARES INC

-3.25%

Shares6.3K

Event2026-06-30

Filed2026-07-24

IWN

ISHARES TR

-1.60%

Shares2.5K

Event2026-06-30

Filed2026-07-24

TGT

TARGET CORP

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-24

CNQ

CANADIAN NAT RES LTD MED TER

8.08%

Shares13.5K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

-22.57%

Shares4.3K

Event2026-06-30

Filed2026-07-24

KCCA

KRANESHARES TRUST

60.96%

Shares29.5K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

-1.28%

Shares464

Event2026-06-30

Filed2026-07-24

ISRG

INTUITIVE SURGICAL INC

5.89%

Shares1.2K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

9.41%

Shares1.0K

Event2026-06-30

Filed2026-07-24

VPU

VANGUARD WORLD FD

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-98.70%

Shares1.5K

Event2026-06-30

Filed2026-07-24

XLB

SELECT SECTOR SPDR TR

57.24%

Shares8.7K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

85.10%

Shares5.6K

Event2026-06-30

Filed2026-07-24

IGV

ISHARES TR

36.85%

Shares4.7K

Event2026-06-30

Filed2026-07-24

RSPT

INVESCO EXCHANGE TRADED FD T

New

Shares6.6K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

6.85%

Shares1.2K

Event2026-06-30

Filed2026-07-24

HIG

HARTFORD INSURANCE GROUP INC

-19.06%

Shares3.2K

Event2026-06-30

Filed2026-07-24

FREEPORT MCMORAN INC

14.55%

Shares6.7K

Event2026-06-30

Filed2026-07-24

RIO

RIO TINTO PLC

41.52%

Shares4.3K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

411.67%

Shares4.7K

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED

9.24%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

-1.37%

Shares1.7K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

0.96%

Shares1.9K

Event2026-06-30

Filed2026-07-24

PDBA

INVESCO ACTVELY MNGD ETC FD

New

Shares11.1K

Event2026-06-30

Filed2026-07-24

KBWB

INVESCO EXCH TRADED FD TR II

New

Shares4.1K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

-36.97%

Shares375

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

1.01%

Shares6.6K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

69.41%

Shares4.1K

Event2026-06-30

Filed2026-07-24

ADM

ARCHER DANIELS MIDLAND CO

59.82%

Shares4.8K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

10.05%

Shares2.8K

Event2026-06-30

Filed2026-07-24

SDCI

USCF ETF TR

8.16%

Shares13.3K

Event2026-06-30

Filed2026-07-24

DBA

INVESCO DB MULTI-SECTOR COMM

-10.38%

Shares12.9K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

-23.31%

Shares2.4K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

-11.43%

Shares2.2K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

-38.18%

Shares850

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

1.63%

Shares4.4K

Event2026-06-30

Filed2026-07-24

HPE

HEWLETT PACKARD ENTERPRISE C

-22.48%

Shares6.8K

Event2026-06-30

Filed2026-07-24

KHC

KRAFT HEINZ CO

-14.17%

Shares13.1K

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC

-24.71%

Shares1.2K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-23.75%

Shares851

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

-62.33%

Shares1.6K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

35.69%

Shares2.0K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

0.32%

Shares311

Event2026-06-30

Filed2026-07-24

VANECK ETF TRUST

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

-23.17%

Shares1.1K

Event2026-06-30

Filed2026-07-24

HECLA MINING COMPANY

0.00%

Shares18.4K

Event2026-06-30

Filed2026-07-24

NVO

NOVO-NORDISK A S

New

Shares5.9K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

287.58%

Shares3.5K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

New

Shares10.1K

Event2026-06-30

Filed2026-07-24

SILJ

AMPLIFY ETF TR

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-24

SOXX

ISHARES TR

New

Shares405

Event2026-06-30

Filed2026-07-24

PSLV

SPROTT ASSET MANAGEMENT LP

7.87%

Shares13.7K

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES TR

0.03%

Shares3.4K

Event2026-06-30

Filed2026-07-24

TFC

TRUIST FINL CORP

New

Shares5.1K

Event2026-06-30

Filed2026-07-24

IJS

ISHARES TR

-99.32%

Shares1.9K

Event2026-06-30

Filed2026-07-24

DIA

STATE STR SPDR DOW JONES IND

New

Shares485

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

New

Shares737

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-2.07%

Shares708

Event2026-06-30

Filed2026-07-24

COHR

COHERENT CORP

New

Shares600

Event2026-06-30

Filed2026-07-24

IDV

ISHARES TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-24

XLC

SELECT SECTOR SPDR TR

-30.85%

Shares2.0K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

New

Shares416

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

-51.41%

Shares276

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW

-11.46%

Shares1.7K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

-14.06%

Shares2.1K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

-0.48%

Shares2.1K

Event2026-06-30

Filed2026-07-24

FORD MTR CO

0.01%

Shares13.4K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available