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The Analysis of Tempus Wealth Planning, LLC's Holdings & P&L

Currently, Tempus Wealth Planning, LLC holds 281 types of securities in its portfolio with a total value $511.0M. In the most recent quarter, they have increased their positions in QLD (+32.2K shares, valued at $3.1M), SSO (+46.1K shares, valued at $3.1M), N/A (+32.4K shares, valued at $2.8M); decreased their positions in BIL (-42.5K shares, valued at $3.9M), IBHF (-161.6K shares, valued at $3.7M), PPA (-16.3K shares, valued at $2.9M); initiated new positions in QLD (+32.2K shares, valued at $3.1M), SSO (+46.1K shares, valued at $3.1M), UWM (+33.3K shares, valued at $2.2M).

1M P&L

-3.4M-0.78%

3M P&L

+13.9M+3.31%

HY P&L

+32.0M+7.97%

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/A278.0M

62.8%

2Aerospace & Defense37.9M

8.6%

3Utilities - Renewable25.1M

5.7%

Top Industries by Stock Count

1N/A156 stocks

64.5%

2Drug Manufacturers - General8 stocks

3.3%

3Semiconductors6 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GE GE AEROSPACE87.9K shares0.04%2026-06-302026-07-22

GEV GE VERNOVA INC21.3K shares-0.30%2026-06-302026-07-22

CGDV CAPITAL GROUP DIVIDEND VALUE253.3K shares2.86%2026-06-302026-07-22

NVDA NVIDIA CORPORATION59.1K shares-8.94%2026-06-302026-07-22

QQQ INVESCO QQQ TR15.9K shares11.83%2026-06-302026-07-22

SCHZ SCHWAB STRATEGIC TR495.0K shares12.40%2026-06-302026-07-22

AAPL APPLE INC35.7K shares0.34%2026-06-302026-07-22

SPMO INVESCO EXCH TRADED FD TR II60.1K shares9.48%2026-06-302026-07-22

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T11.9K shares12.41%2026-06-302026-07-22

SPDR SERIES TRUST SPDR SERIES TRUST100.0K shares47.88%2026-06-302026-07-22

SPTM SPDR SERIES TRUST95.6K shares-1.00%2026-06-302026-07-22

SCHX SCHWAB STRATEGIC TR290.4K shares5.04%2026-06-302026-07-22

MSFT MICROSOFT CORP21.6K shares1.11%2026-06-302026-07-22

ISHARES TR ISHARES TR9.9K shares13.99%2026-06-302026-07-22

TSLA TESLA INC16.9K shares3.88%2026-06-302026-07-22

CGBL CAPITAL GROUP CORE BALANCED176.3K shares1.34%2026-06-302026-07-22

Sponsored

SCHF SCHWAB STRATEGIC TR201.7K shares4.09%2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS23.3K shares0.22%2026-06-302026-07-22

QLTY GMO ETF TRUST129.1K shares-2.38%2026-06-302026-07-22

GOOGL ALPHABET INC14.5K shares1.82%2026-06-302026-07-22

FNDX SCHWAB STRATEGIC TR165.7K shares9.50%2026-06-302026-07-22

APPLIED MATLS INC APPLIED MATLS INC6.9K shares-0.53%2026-06-302026-07-22

PVAL PUTNAM ETF TRUST93.0K shares28.88%2026-06-302026-07-22

AMZN AMAZON COM INC19.7K shares-0.51%2026-06-302026-07-22

Sponsored

SCHG SCHWAB STRATEGIC TR131.5K shares5.18%2026-06-302026-07-22

DYNF BLACKROCK ETF TRUST61.2K shares20.00%2026-06-302026-07-22

IVW ISHARES TR29.9K shares27.22%2026-06-302026-07-22

IUSB ISHARES TR83.5K shares93.80%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO11.7K shares1.47%2026-06-302026-07-22

IYW ISHARES TR13.5K shares-2.41%2026-06-302026-07-22

IDMO INVESCO EXCH TRADED FD TR II56.4K shares90.15%2026-06-302026-07-22

BIL SPDR SERIES TRUST36.8K shares-53.59%2026-06-302026-07-22

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F58.6K shares40.24%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS8.9K shares-0.16%2026-06-302026-07-22

ICSH ISHARES TR63.1K shares0.52%2026-06-302026-07-22

AIRR FIRST TR EXCHANGE TRADED FD23.8K shares25.22%2026-06-302026-07-22

QLD PROSHARES TR32.2K sharesnew addition2026-06-302026-07-22

SSO PROSHARES TR46.1K sharesnew addition2026-06-302026-07-22

CISCO SYS INC CISCO SYS INC26.0K shares0.65%2026-06-302026-07-22

WMT WALMART INC26.3K shares-3.11%2026-06-302026-07-22

Sponsored

FNDF SCHWAB STRATEGIC TR56.5K shares2.83%2026-06-302026-07-22

JPST J P MORGAN EXCHANGE TRADED F58.4K shares1320.35%2026-06-302026-07-22

IVE ISHARES TR12.5K shares13.48%2026-06-302026-07-22

LLY ELI LILLY & CO2.4K shares2.13%2026-06-302026-07-22

CGMU CAPITAL GRP FIXED INCM ETF T101.5K shares6.09%2026-06-302026-07-22

ACWX ISHARES TR34.9K shares139.04%2026-06-302026-07-22

PKW INVESCO EXCHANGE TRADED FD T18.6K shares68.03%2026-06-302026-07-22

IWM ISHARES TR8.8K shares0.34%2026-06-302026-07-22

Sponsored

RKLB ROCKET LAB CORP25.6K shares1.38%2026-06-302026-07-22

CGDG CAPITAL GROUP DIVIDEND GROWE67.8K shares2.47%2026-06-302026-07-22

TLT ISHARES TR29.2K shares-8.01%2026-06-302026-07-22

SPAB SPDR SERIES TRUST95.3K shares2.93%2026-06-302026-07-22

SPHQ INVESCO EXCHANGE TRADED FD T26.9K shares18.77%2026-06-302026-07-22

ROK ROCKWELL AUTOMATION INC4.9K shares0.08%2026-06-302026-07-22

SPTS SPDR SERIES TRUST82.6K shares-0.73%2026-06-302026-07-22

DGRW WISDOMTREE TR24.2K shares3.13%2026-06-302026-07-22

Sponsored

ORACLE CORP ORACLE CORP15.7K shares1.05%2026-06-302026-07-22

AMGN AMGEN INC6.3K shares3.22%2026-06-302026-07-22

CORO BLACKROCK ETF TRUST61.4K shares79.97%2026-06-302026-07-22

UWM PROSHARES TR33.3K sharesnew addition2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC4.0K shares5.60%2026-06-302026-07-22

GOVT ISHARES TR96.7K shares102.01%2026-06-302026-07-22

SPDW SPDR INDEX SHS FDS43.2K shares0.10%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON8.5K shares2.22%2026-06-302026-07-22

Sponsored

SHV ISHARES TR19.5K shares-13.07%2026-06-302026-07-22

BAI BLACKROCK ETF TRUST39.9K shares5.71%2026-06-302026-07-22

DSI ISHARES TR14.7K shares-0.70%2026-06-302026-07-22

CGUS CAPITAL GROUP CORE EQUITY ET46.8K shares-0.54%2026-06-302026-07-22

SPEM SPDR INDEX SHS FDS38.6K shares0.18%2026-06-302026-07-22

EAGG ISHARES TR41.5K shares1.97%2026-06-302026-07-22

GRNY TIDAL TRUST I70.7K shares-41.33%2026-06-302026-07-22

GEHC GE HEALTHCARE TECHNOLOGIES I30.4K shares0.00%2026-06-302026-07-22

Sponsored

DVY ISHARES TR12.3K shares-5.83%2026-06-302026-07-22

TJX TJX COS INC NEW12.7K shares1.22%2026-06-302026-07-22

VYMI VANGUARD WHITEHALL FDS19.4K shares0.22%2026-06-302026-07-22

BA BOEING CO8.7K shares2.36%2026-06-302026-07-22

MBB ISHARES TR19.9K shares41.18%2026-06-302026-07-22

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.0K shares-1.10%2026-06-302026-07-22

BAC BANK OF AMER CORP31.9K shares0.49%2026-06-302026-07-22

JBHT HUNT J B TRANS SVCS INC6.0K shares0.66%2026-06-302026-07-22

Sponsored

SCHH SCHWAB STRATEGIC TR73.0K shares3.70%2026-06-302026-07-22

CGGR CAPITAL GROUP GROWTH ETF36.5K shares1.19%2026-06-302026-07-22

WASTE MGMT INC DEL WASTE MGMT INC DEL7.7K shares1.52%2026-06-302026-07-22

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F27.4K shares6.89%2026-06-302026-07-22

IJH ISHARES TR21.5K shares0.09%2026-06-302026-07-22

VISA INC VISA INC4.8K shares0.94%2026-06-302026-07-22

CGGO CAPITAL GROUP GBL GROWTH EQT39.0K shares-1.50%2026-06-302026-07-22

MGC VANGUARD WORLD FD6.0K shares0.00%2026-06-302026-07-22

Sponsored

SCHA SCHWAB STRATEGIC TR44.7K shares5.78%2026-06-302026-07-22

CGGE CAPITAL GROUP GLOBAL EQUITY45.3K shares-4.23%2026-06-302026-07-22

SPTL SPDR SERIES TRUST60.5K shares2.82%2026-06-302026-07-22

HD HOME DEPOT INC4.5K shares7.20%2026-06-302026-07-22

AOA ISHARES TR15.9K shares-4.51%2026-06-302026-07-22

BLCR BLACKROCK ETF TRUST30.3K shares115.25%2026-06-302026-07-22

BLACKROCK ETF TRUST BLACKROCK ETF TRUST54.3K sharesnew addition2026-06-302026-07-22

FDLO FIDELITY COVINGTON TRUST22.1K shares-0.06%2026-06-302026-07-22

Sponsored

XTEN BONDBLOXX ETF TRUST33.0K shares-2.16%2026-06-302026-07-22

ESGU ISHARES TR9.0K shares-0.94%2026-06-302026-07-22

IBHF ISHARES TR64.7K shares-71.41%2026-06-302026-07-22

TQQQ PROSHARES TR17.5K shares-7.85%2026-06-302026-07-22

SPLV INVESCO EXCH TRADED FD TR II18.5K shares-0.28%2026-06-302026-07-22

O REALTY INCOME CORP21.7K shares29.67%2026-06-302026-07-22

RTX CORPORATION RTX CORPORATION7.0K shares2.56%2026-06-302026-07-22

SPYV SPDR SERIES TRUST21.6K shares3.55%2026-06-302026-07-22

Sponsored

AOR ISHARES TR18.9K shares-1.46%2026-06-302026-07-22

THRO BLACKROCK ETF TRUST29.7K shares-9.19%2026-06-302026-07-22

SCHO SCHWAB STRATEGIC TR52.7K shares7.95%2026-06-302026-07-22

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II24.7K sharesnew addition2026-06-302026-07-22

SPHY SPDR SERIES TRUST52.4K sharesnew addition2026-06-302026-07-22

VYM VANGUARD WHITEHALL FDS7.7K shares-10.09%2026-06-302026-07-22

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC10.3K shares6.92%2026-06-302026-07-22

HSY HERSHEY CO6.8K shares0.96%2026-06-302026-07-22

Sponsored

GOOG ALPHABET INC3.4K shares0.66%2026-06-302026-07-22

PFE PFIZER INC48.3K shares16.00%2026-06-302026-07-22

SHLD GLOBAL X FDS19.5K shares85.65%2026-06-302026-07-22

PEP PEPSICO INC8.3K shares2.39%2026-06-302026-07-22

ABBVIE INC ABBVIE INC4.5K shares0.95%2026-06-302026-07-22

AVEM AMERICAN CENTY ETF TR11.6K shares-17.78%2026-06-302026-07-22

WYNN WYNN RESORTS LTD11.5K shares-1.86%2026-06-302026-07-22

IBND SPDR SERIES TRUST35.3K shares3.21%2026-06-302026-07-22

Sponsored

INTC INTEL CORP7.7K shares-1.27%2026-06-302026-07-22

SCHC SCHWAB STRATEGIC TR22.2K shares5.64%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL2.1K shares1.44%2026-06-302026-07-22

CVX CHEVRON CORPORATION6.1K shares-5.40%2026-06-302026-07-22

EFV ISHARES TR13.1K shares-54.38%2026-06-302026-07-22

SNA SNAP ON INC2.5K shares0.98%2026-06-302026-07-22

QQQM INVESCO EXCH TRADED FD TR II3.3K shares-8.44%2026-06-302026-07-22

DLR DIGITAL RLTY TR INC5.5K shares58.16%2026-06-302026-07-22

Sponsored

EBND SPDR SERIES TRUST46.6K shares3.29%2026-06-302026-07-22

SCHE SCHWAB STRATEGIC TR26.7K shares8.43%2026-06-302026-07-22

MRK MERCK & CO INC7.5K shares7.99%2026-06-302026-07-22

HOOD ROBINHOOD MKTS INC9.6K shares3.59%2026-06-302026-07-22

QUAL ISHARES TR4.4K shares-56.28%2026-06-302026-07-22

CGCP CAPITAL GRP FIXED INCM ETF T42.9K shares6.40%2026-06-302026-07-22

IUS INVESCO EXCH TRD SLF IDX FD14.5K sharesnew addition2026-06-302026-07-22

BXSL BLACKSTONE SECD LENDING FD39.0K shares0.00%2026-06-302026-07-22

Sponsored

BMY BRISTOL-MYERS SQUIBB CO15.8K shares10.89%2026-06-302026-07-22

LQD ISHARES TR8.2K shares2.82%2026-06-302026-07-22

BINC BLACKROCK ETF TRUST II16.8K shares-31.33%2026-06-302026-07-22

CGMM CAPITAL GROUP EQUITY ETF TR26.6K shares1.00%2026-06-302026-07-22

REGL PROSHARES TR9.5K shares4.19%2026-06-302026-07-22

TGT TARGET CORP6.6K shares-6.65%2026-06-302026-07-22

HYT BLACKROCK CORPOR HI YLD FD I100.0K shares0.00%2026-06-302026-07-22

HONEYWELL INTL INC HONEYWELL INTL INC3.8K sharesnew addition2026-06-302026-07-22

Sponsored

SPYG SPDR SERIES TRUST7.1K shares-5.02%2026-06-302026-07-22

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.8K sharesnew addition2026-06-302026-07-22

PULS PGIM ETF TR16.7K shares158.07%2026-06-302026-07-22

PPA INVESCO EXCHANGE TRADED FD T4.6K shares-77.96%2026-06-302026-07-22

CGCB CAPITAL GRP FIXED INCM ETF T30.8K shares12.78%2026-06-302026-07-22

FNDA SCHWAB STRATEGIC TR20.7K shares6.52%2026-06-302026-07-22

ALPS ETF TR ALPS ETF TR15.1K shares-49.82%2026-06-302026-07-22

DIS DISNEY WALT CO8.1K shares-3.26%2026-06-302026-07-22

Sponsored

CGIB CAPITAL GRP FIXED INCM ETF T29.5K shares3.66%2026-06-302026-07-22

AMD ADVANCED MICRO DEVICES INC1.3K shares-0.69%2026-06-302026-07-22

VZ VERIZON COMMUNICATIONS INC17.7K shares-0.48%2026-06-302026-07-22

SMH VANECK ETF TRUST1.1K shares-0.35%2026-06-302026-07-22

LCTU BLACKROCK ETF TRUST9.0K shares-4.08%2026-06-302026-07-22

ARES CAPITAL CORP ARES CAPITAL CORP38.6K shares0.00%2026-06-302026-07-22

GMOI GMO ETF TRUST18.2K shares-76.86%2026-06-302026-07-22

XLF SELECT SECTOR SPDR TR12.3K shares-0.27%2026-06-302026-07-22

Sponsored

FNDE SCHWAB STRATEGIC TR16.6K shares5.55%2026-06-302026-07-22

ULTA BEAUTY INC ULTA BEAUTY INC1.5K shares0.28%2026-06-302026-07-22

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.6K shares-33.64%2026-06-302026-07-22

GLD SPDR GOLD TR1.7K shares-1.36%2026-06-302026-07-22

JSCP J P MORGAN EXCHANGE TRADED F13.2K sharesnew addition2026-06-302026-07-22

XLY SELECT SECTOR SPDR TR5.2K shares0.29%2026-06-302026-07-22

LABCORP HOLDINGS INC LABCORP HOLDINGS INC2.2K shares-3.59%2026-06-302026-07-22

RSG REPUBLIC SVCS INC2.7K shares17.14%2026-06-302026-07-22

Sponsored

LMT LOCKHEED MARTIN CORP1.1K shares2.25%2026-06-302026-07-22

VGT VANGUARD WORLD FD4.8K shares697.85%2026-06-302026-07-22

DIVB ISHARES TR9.3K shares-9.15%2026-06-302026-07-22

SUSC ISHARES TR24.7K shares8.23%2026-06-302026-07-22

CGMS CAPITAL GRP FIXED INCM ETF T20.7K shares8.17%2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP4.1K shares-6.71%2026-06-302026-07-22

IEMG ISHARES INC6.7K shares-45.24%2026-06-302026-07-22

IBHG ISHARES TR24.4K shares-38.72%2026-06-302026-07-22

Sponsored

TFLR T ROWE PRICE EXCHANGE-TRADED10.5K sharesnew addition2026-06-302026-07-22

WORLD GOLD TR WORLD GOLD TR6.6K shares2.48%2026-06-302026-07-22

MARRIOTT VACATIONS WORLDWIDE MARRIOTT VACATIONS WORLDWIDE5.1K shares0.00%2026-06-302026-07-22

BROADCOM INC BROADCOM INC1.4K shares4.97%2026-06-302026-07-22

XMHQ INVESCO EXCHANGE TRADED FD T4.5K shares-50.00%2026-06-302026-07-22

SCHW SCHWAB CHARLES CORP5.4K shares0.91%2026-06-302026-07-22

CGNG CAPITAL GROUP NEW GEOGRAPHY13.0K shares8.36%2026-06-302026-07-22

TENB TENABLE HLDGS INC12.9K shares-44.68%2026-06-302026-07-22

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED907 shares7.34%2026-06-302026-07-22

CNI CANADIAN NATL RY CO3.9K shares-9.84%2026-06-302026-07-22

MU MICRON TECHNOLOGY INC400 sharesnew addition2026-06-302026-07-22

EVH EVOLENT HEALTH INC83.8K shares-47.45%2026-06-302026-07-22

NOBL PROSHARES TR8.1K shares100.00%2026-06-302026-07-22

DHS WISDOMTREE TR3.9K shares0.00%2026-06-302026-07-22

AOK ISHARES TR10.2K shares53.15%2026-06-302026-07-22

USXF ISHARES TR6.1K shares-6.93%2026-06-302026-07-22

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.5K shares0.00%2026-06-302026-07-22

FINW FINWISE BANCORP28.0K shares0.00%2026-06-302026-07-22

AOM ISHARES TR8.1K shares-15.26%2026-06-302026-07-22

IDEQ LAZARD ACTIVE ETF TR11.5K sharesnew addition2026-06-302026-07-22

VB VANGUARD INDEX FDS1.3K shares-2.96%2026-06-302026-07-22

EFG ISHARES TR3.2K shares-5.76%2026-06-302026-07-22

VUG VANGUARD INDEX FDS4.5K shares501.86%2026-06-302026-07-22

KO COCA COLA CO4.7K shares-5.41%2026-06-302026-07-22

Sponsored

NVO NOVO-NORDISK A S7.9K shares-31.87%2026-06-302026-07-22

Q QNITY ELECTRONICS INC2.3K shares-28.82%2026-06-302026-07-22

CHAT TIDAL TRUST II3.8K shares0.00%2026-06-302026-07-22

XLG INVESCO EXCHANGE TRADED FD T6.1K shares-61.46%2026-06-302026-07-22

PYLD PIMCO ETF TR14.0K sharesnew addition2026-06-302026-07-22

PINS PINTEREST INC17.2K shares-26.48%2026-06-302026-07-22

EBAY EBAY INC.3.2K shares-0.34%2026-06-302026-07-22

GS GOLDMAN SACHS GROUP INC354 shares-1.94%2026-06-302026-07-22

Sponsored

CCD CALAMOS DYNAMIC CONV & INCOM13.7K shares0.00%2026-06-302026-07-22

ESGE ISHARES INC6.5K shares2.85%2026-06-302026-07-22

IBIT ISHARES BITCOIN TRUST ETF10.5K shares8.99%2026-06-302026-07-22

MCD MCDONALDS CORP1.3K shares0.47%2026-06-302026-07-22

ZS ZSCALER INC2.4K sharesnew addition2026-06-302026-07-22

T AT&T INC16.4K shares0.02%2026-06-302026-07-22

PG PROCTER & GAMBLE CO2.3K shares42.94%2026-06-302026-07-22

EPD ENTERPRISE PRODS PARTNERS L9.1K shares1.97%2026-06-302026-07-22

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD4.1K shares9.26%2026-06-302026-07-22

VCIT VANGUARD SCOTTSDALE FDS3.9K shares-9.96%2026-06-302026-07-22

MET METLIFE INC3.8K shares3.36%2026-06-302026-07-22

CMI CUMMINS INC454 shares3.18%2026-06-302026-07-22

IAU ISHARES GOLD TR4.3K shares15.94%2026-06-302026-07-22

SCHP SCHWAB STRATEGIC TR12.1K shares11.64%2026-06-302026-07-22

NETFLIX INC. NETFLIX INC.4.5K shares10.85%2026-06-302026-07-22

ISHARES TR ISHARES TR3.2K shares0.00%2026-06-302026-07-22

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC416 sharesnew addition2026-06-302026-07-22

COP CONOCOPHILLIPS3.0K shares0.33%2026-06-302026-07-22

MDLZ MONDELEZ INTL INC5.5K shares0.33%2026-06-302026-07-22

IGV ISHARES TR3.5K shares4.40%2026-06-302026-07-22

SHY ISHARES TR3.7K shares-3.56%2026-06-302026-07-22

VOO VANGUARD INDEX FDS444 shares0.00%2026-06-302026-07-22

QGRW WISDOMTREE TR4.6K shares0.22%2026-06-302026-07-22

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II12.8K shares-0.62%2026-06-302026-07-22

Sponsored

CHTR CHARTER COMMUNICATIONS INC2.1K shares32.41%2026-06-302026-07-22

NKE NIKE INC7.2K shares-4.58%2026-06-302026-07-22

CGSM CAPITAL GRP FIXED INCM ETF T10.9K shares1.86%2026-06-302026-07-22

GRID FIRST TR EXCHANGE-TRADED FD1.5K shares-2.17%2026-06-302026-07-22

FNDC SCHWAB STRATEGIC TR5.7K shares6.75%2026-06-302026-07-22

JD JD.COM INC10.8K shares-53.51%2026-06-302026-07-22

DIVO AMPLIFY ETF TR6.0K shares-3.23%2026-06-302026-07-22

GILD GILEAD SCIENCES INC2.1K shares11.37%2026-06-302026-07-22

Sponsored

NANR SPDR INDEX SHS FDS3.5K shares-10.84%2026-06-302026-07-22

SOFI SOFI TECHNOLOGIES INC14.7K sharesnew addition2026-06-302026-07-22

FIW FIRST TR EXCHANGE-TRADED FD2.4K sharesnew addition2026-06-302026-07-22

MUC BLACKROCK MUNIHLDNGS CALI23.7K shares0.00%2026-06-302026-07-22

VGIT VANGUARD SCOTTSDALE FDS4.4K shares20.68%2026-06-302026-07-22

FDN FIRST TR EXCHANGE-TRADED FD949 shares1.71%2026-06-302026-07-22

IAGG ISHARES TR4.9K shares-76.58%2026-06-302026-07-22

ADOBE INC ADOBE INC1.2K shares-31.26%2026-06-302026-07-22

Sponsored

CAT CATERPILLAR INC232 sharesnew addition2026-06-302026-07-22

PFF ISHARES TR8.1K shares-78.67%2026-06-302026-07-22

CVS CVS HEALTH CORP2.4K sharesnew addition2026-06-302026-07-22

QCOM QUALCOMM INC1.3K shares-18.62%2026-06-302026-07-22

CGHM CAPITAL GRP FIXED INCM ETF T9.3K shares2.66%2026-06-302026-07-22

GSK PLC GSK PLC4.6K shares0.00%2026-06-302026-07-22

SYSB ISHARES TR2.7K sharesnew addition2026-06-302026-07-22

CIBR FIRST TR EXCHANGE-TRADED FD2.6K shares-24.45%2026-06-302026-07-22

Sponsored

HSIC SCHEIN HENRY INC2.8K shares-22.55%2026-06-302026-07-22

XBI SPDR SERIES TRUST1.5K sharesnew addition2026-06-302026-07-22

FLRN SPDR SERIES TRUST7.4K sharesnew addition2026-06-302026-07-22

MUB ISHARES TR2.1K shares-3.26%2026-06-302026-07-22

ENB ENBRIDGE INC4.1K shares-0.22%2026-06-302026-07-22

HYS PIMCO ETF TR2.4K sharesnew addition2026-06-302026-07-22

MCK MCKESSON CORP294 shares26.18%2026-06-302026-07-22

PTLC PACER FDS TR3.8K sharesnew addition2026-06-302026-07-22

Sponsored

ADI ANALOG DEVICES INC549 sharesnew addition2026-06-302026-07-22

AZO AUTOZONE INC68 shares0.00%2026-06-302026-07-22

TMUS T-MOBILE US INC1.3K shares-39.25%2026-06-302026-07-22

MEDTRONIC PLC MEDTRONIC PLC2.7K shares4.84%2026-06-302026-07-22

SERVICENOW INC SERVICENOW INC2.1K sharesnew addition2026-06-302026-07-22

EFA ISHARES TR2.0K sharesnew addition2026-06-302026-07-22

FNV FRANCO NEV CORP985 shares-7.51%2026-06-302026-07-22

PSX PHILLIPS 661.2K shares-1.62%2026-06-302026-07-22

Sponsored

XLE SELECT SECTOR SPDR TR3.8K shares-4.78%2026-06-302026-07-22

KMI KINDER MORGAN INC DEL6.4K shares0.00%2026-06-302026-07-22

XYZ BLOCK INC2.7K sharesnew addition2026-06-302026-07-22

F FORD MTR CO11.7K shares-6.65%2026-06-302026-07-22

ACVA ACV AUCTIONS INC20.5K shares-27.72%2026-06-302026-07-22

NNOX NANO X IMAGING LTD99.5K shares-1.09%2026-06-302026-07-22

PHK PIMCO HIGH INCOME FD22.7K shares0.00%2026-06-302026-07-22

PDSB PDS BIOTECHNOLOGY CORP61.8K shares0.00%2026-06-302026-07-22

Sponsored

GTBP GT BIOPHARMA INC15.0K sharesnew addition2026-06-302026-07-22

GE AEROSPACE

0.04%

Shares87.9K

Event2026-06-30

Filed2026-07-22

GEV

GE VERNOVA INC

-0.30%

Shares21.3K

Event2026-06-30

Filed2026-07-22

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.86%

Shares253.3K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

-8.94%

Shares59.1K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

11.83%

Shares15.9K

Event2026-06-30

Filed2026-07-22

SCHZ

SCHWAB STRATEGIC TR

12.40%

Shares495.0K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

0.34%

Shares35.7K

Event2026-06-30

Filed2026-07-22

SPMO

INVESCO EXCH TRADED FD TR II

9.48%

Shares60.1K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

12.41%

Shares11.9K

Event2026-06-30

Filed2026-07-22

SPDR SERIES TRUST

47.88%

Shares100.0K

Event2026-06-30

Filed2026-07-22

SPTM

SPDR SERIES TRUST

-1.00%

Shares95.6K

Event2026-06-30

Filed2026-07-22

SCHX

SCHWAB STRATEGIC TR

5.04%

Shares290.4K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

1.11%

Shares21.6K

Event2026-06-30

Filed2026-07-22

ISHARES TR

13.99%

Shares9.9K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

3.88%

Shares16.9K

Event2026-06-30

Filed2026-07-22

CGBL

CAPITAL GROUP CORE BALANCED

1.34%

Shares176.3K

Event2026-06-30

Filed2026-07-22

SCHF

SCHWAB STRATEGIC TR

4.09%

Shares201.7K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

0.22%

Shares23.3K

Event2026-06-30

Filed2026-07-22

QLTY

GMO ETF TRUST

-2.38%

Shares129.1K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

1.82%

Shares14.5K

Event2026-06-30

Filed2026-07-22

FNDX

SCHWAB STRATEGIC TR

9.50%

Shares165.7K

Event2026-06-30

Filed2026-07-22

APPLIED MATLS INC

-0.53%

Shares6.9K

Event2026-06-30

Filed2026-07-22

PVAL

PUTNAM ETF TRUST

28.88%

Shares93.0K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

-0.51%

Shares19.7K

Event2026-06-30

Filed2026-07-22

SCHG

SCHWAB STRATEGIC TR

5.18%

Shares131.5K

Event2026-06-30

Filed2026-07-22

DYNF

BLACKROCK ETF TRUST

20.00%

Shares61.2K

Event2026-06-30

Filed2026-07-22

IVW

ISHARES TR

27.22%

Shares29.9K

Event2026-06-30

Filed2026-07-22

IUSB

ISHARES TR

93.80%

Shares83.5K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

1.47%

Shares11.7K

Event2026-06-30

Filed2026-07-22

IYW

ISHARES TR

-2.41%

Shares13.5K

Event2026-06-30

Filed2026-07-22

IDMO

INVESCO EXCH TRADED FD TR II

90.15%

Shares56.4K

Event2026-06-30

Filed2026-07-22

BIL

SPDR SERIES TRUST

-53.59%

Shares36.8K

Event2026-06-30

Filed2026-07-22

JEPI

J P MORGAN EXCHANGE TRADED F

40.24%

Shares58.6K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-0.16%

Shares8.9K

Event2026-06-30

Filed2026-07-22

ICSH

ISHARES TR

0.52%

Shares63.1K

Event2026-06-30

Filed2026-07-22

AIRR

FIRST TR EXCHANGE TRADED FD

25.22%

Shares23.8K

Event2026-06-30

Filed2026-07-22

QLD

PROSHARES TR

New

Shares32.2K

Event2026-06-30

Filed2026-07-22

SSO

PROSHARES TR

New

Shares46.1K

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

0.65%

Shares26.0K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

-3.11%

Shares26.3K

Event2026-06-30

Filed2026-07-22

FNDF

SCHWAB STRATEGIC TR

2.83%

Shares56.5K

Event2026-06-30

Filed2026-07-22

JPST

J P MORGAN EXCHANGE TRADED F

1320.35%

Shares58.4K

Event2026-06-30

Filed2026-07-22

IVE

ISHARES TR

13.48%

Shares12.5K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

2.13%

Shares2.4K

Event2026-06-30

Filed2026-07-22

CGMU

CAPITAL GRP FIXED INCM ETF T

6.09%

Shares101.5K

Event2026-06-30

Filed2026-07-22

ACWX

ISHARES TR

139.04%

Shares34.9K

Event2026-06-30

Filed2026-07-22

PKW

INVESCO EXCHANGE TRADED FD T

68.03%

Shares18.6K

Event2026-06-30

Filed2026-07-22

IWM

ISHARES TR

0.34%

Shares8.8K

Event2026-06-30

Filed2026-07-22

RKLB

ROCKET LAB CORP

1.38%

Shares25.6K

Event2026-06-30

Filed2026-07-22

CGDG

CAPITAL GROUP DIVIDEND GROWE

2.47%

Shares67.8K

Event2026-06-30

Filed2026-07-22

TLT

ISHARES TR

-8.01%

Shares29.2K

Event2026-06-30

Filed2026-07-22

SPAB

SPDR SERIES TRUST

2.93%

Shares95.3K

Event2026-06-30

Filed2026-07-22

SPHQ

INVESCO EXCHANGE TRADED FD T

18.77%

Shares26.9K

Event2026-06-30

Filed2026-07-22

ROK

ROCKWELL AUTOMATION INC

0.08%

Shares4.9K

Event2026-06-30

Filed2026-07-22

SPTS

SPDR SERIES TRUST

-0.73%

Shares82.6K

Event2026-06-30

Filed2026-07-22

DGRW

WISDOMTREE TR

3.13%

Shares24.2K

Event2026-06-30

Filed2026-07-22

ORACLE CORP

1.05%

Shares15.7K

Event2026-06-30

Filed2026-07-22

AMGN

AMGEN INC

3.22%

Shares6.3K

Event2026-06-30

Filed2026-07-22

CORO

BLACKROCK ETF TRUST

79.97%

Shares61.4K

Event2026-06-30

Filed2026-07-22

UWM

PROSHARES TR

New

Shares33.3K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

5.60%

Shares4.0K

Event2026-06-30

Filed2026-07-22

GOVT

ISHARES TR

102.01%

Shares96.7K

Event2026-06-30

Filed2026-07-22

SPDW

SPDR INDEX SHS FDS

0.10%

Shares43.2K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

2.22%

Shares8.5K

Event2026-06-30

Filed2026-07-22

SHV

ISHARES TR

-13.07%

Shares19.5K

Event2026-06-30

Filed2026-07-22

BAI

BLACKROCK ETF TRUST

5.71%

Shares39.9K

Event2026-06-30

Filed2026-07-22

DSI

ISHARES TR

-0.70%

Shares14.7K

Event2026-06-30

Filed2026-07-22

CGUS

CAPITAL GROUP CORE EQUITY ET

-0.54%

Shares46.8K

Event2026-06-30

Filed2026-07-22

SPEM

SPDR INDEX SHS FDS

0.18%

Shares38.6K

Event2026-06-30

Filed2026-07-22

EAGG

ISHARES TR

1.97%

Shares41.5K

Event2026-06-30

Filed2026-07-22

GRNY

TIDAL TRUST I

-41.33%

Shares70.7K

Event2026-06-30

Filed2026-07-22

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares30.4K

Event2026-06-30

Filed2026-07-22

DVY

ISHARES TR

-5.83%

Shares12.3K

Event2026-06-30

Filed2026-07-22

TJX

TJX COS INC NEW

1.22%

Shares12.7K

Event2026-06-30

Filed2026-07-22

VYMI

VANGUARD WHITEHALL FDS

0.22%

Shares19.4K

Event2026-06-30

Filed2026-07-22

BOEING CO

2.36%

Shares8.7K

Event2026-06-30

Filed2026-07-22

MBB

ISHARES TR

41.18%

Shares19.9K

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

-1.10%

Shares2.0K

Event2026-06-30

Filed2026-07-22

BAC

BANK OF AMER CORP

0.49%

Shares31.9K

Event2026-06-30

Filed2026-07-22

JBHT

HUNT J B TRANS SVCS INC

0.66%

Shares6.0K

Event2026-06-30

Filed2026-07-22

SCHH

SCHWAB STRATEGIC TR

3.70%

Shares73.0K

Event2026-06-30

Filed2026-07-22

CGGR

CAPITAL GROUP GROWTH ETF

1.19%

Shares36.5K

Event2026-06-30

Filed2026-07-22

WASTE MGMT INC DEL

1.52%

Shares7.7K

Event2026-06-30

Filed2026-07-22

J P MORGAN EXCHANGE TRADED F

6.89%

Shares27.4K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

0.09%

Shares21.5K

Event2026-06-30

Filed2026-07-22

VISA INC

0.94%

Shares4.8K

Event2026-06-30

Filed2026-07-22

CGGO

CAPITAL GROUP GBL GROWTH EQT

-1.50%

Shares39.0K

Event2026-06-30

Filed2026-07-22

MGC

VANGUARD WORLD FD

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-22

SCHA

SCHWAB STRATEGIC TR

5.78%

Shares44.7K

Event2026-06-30

Filed2026-07-22

CGGE

CAPITAL GROUP GLOBAL EQUITY

-4.23%

Shares45.3K

Event2026-06-30

Filed2026-07-22

SPTL

SPDR SERIES TRUST

2.82%

Shares60.5K

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

7.20%

Shares4.5K

Event2026-06-30

Filed2026-07-22

AOA

ISHARES TR

-4.51%

Shares15.9K

Event2026-06-30

Filed2026-07-22

BLCR

BLACKROCK ETF TRUST

115.25%

Shares30.3K

Event2026-06-30

Filed2026-07-22

BLACKROCK ETF TRUST

New

Shares54.3K

Event2026-06-30

Filed2026-07-22

FDLO

FIDELITY COVINGTON TRUST

-0.06%

Shares22.1K

Event2026-06-30

Filed2026-07-22

XTEN

BONDBLOXX ETF TRUST

-2.16%

Shares33.0K

Event2026-06-30

Filed2026-07-22

ESGU

ISHARES TR

-0.94%

Shares9.0K

Event2026-06-30

Filed2026-07-22

IBHF

ISHARES TR

-71.41%

Shares64.7K

Event2026-06-30

Filed2026-07-22

TQQQ

PROSHARES TR

-7.85%

Shares17.5K

Event2026-06-30

Filed2026-07-22

SPLV

INVESCO EXCH TRADED FD TR II

-0.28%

Shares18.5K

Event2026-06-30

Filed2026-07-22

REALTY INCOME CORP

29.67%

Shares21.7K

Event2026-06-30

Filed2026-07-22

RTX CORPORATION

2.56%

Shares7.0K

Event2026-06-30

Filed2026-07-22

SPYV

SPDR SERIES TRUST

3.55%

Shares21.6K

Event2026-06-30

Filed2026-07-22

AOR

ISHARES TR

-1.46%

Shares18.9K

Event2026-06-30

Filed2026-07-22

THRO

BLACKROCK ETF TRUST

-9.19%

Shares29.7K

Event2026-06-30

Filed2026-07-22

SCHO

SCHWAB STRATEGIC TR

7.95%

Shares52.7K

Event2026-06-30

Filed2026-07-22

BLACKROCK ETF TRUST II

New

Shares24.7K

Event2026-06-30

Filed2026-07-22

SPHY

SPDR SERIES TRUST

New

Shares52.4K

Event2026-06-30

Filed2026-07-22

VYM

VANGUARD WHITEHALL FDS

-10.09%

Shares7.7K

Event2026-06-30

Filed2026-07-22

PALANTIR TECHNOLOGIES INC

6.92%

Shares10.3K

Event2026-06-30

Filed2026-07-22

HSY

HERSHEY CO

0.96%

Shares6.8K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

0.66%

Shares3.4K

Event2026-06-30

Filed2026-07-22

PFE

PFIZER INC

16.00%

Shares48.3K

Event2026-06-30

Filed2026-07-22

SHLD

GLOBAL X FDS

85.65%

Shares19.5K

Event2026-06-30

Filed2026-07-22

PEP

PEPSICO INC

2.39%

Shares8.3K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

0.95%

Shares4.5K

Event2026-06-30

Filed2026-07-22

AVEM

AMERICAN CENTY ETF TR

-17.78%

Shares11.6K

Event2026-06-30

Filed2026-07-22

WYNN

WYNN RESORTS LTD

-1.86%

Shares11.5K

Event2026-06-30

Filed2026-07-22

IBND

SPDR SERIES TRUST

3.21%

Shares35.3K

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

-1.27%

Shares7.7K

Event2026-06-30

Filed2026-07-22

SCHC

SCHWAB STRATEGIC TR

5.64%

Shares22.2K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.44%

Shares2.1K

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

-5.40%

Shares6.1K

Event2026-06-30

Filed2026-07-22

EFV

ISHARES TR

-54.38%

Shares13.1K

Event2026-06-30

Filed2026-07-22

SNA

SNAP ON INC

0.98%

Shares2.5K

Event2026-06-30

Filed2026-07-22

QQQM

INVESCO EXCH TRADED FD TR II

-8.44%

Shares3.3K

Event2026-06-30

Filed2026-07-22

DLR

DIGITAL RLTY TR INC

58.16%

Shares5.5K

Event2026-06-30

Filed2026-07-22

EBND

SPDR SERIES TRUST

3.29%

Shares46.6K

Event2026-06-30

Filed2026-07-22

SCHE

SCHWAB STRATEGIC TR

8.43%

Shares26.7K

Event2026-06-30

Filed2026-07-22

MRK

MERCK & CO INC

7.99%

Shares7.5K

Event2026-06-30

Filed2026-07-22

HOOD

ROBINHOOD MKTS INC

3.59%

Shares9.6K

Event2026-06-30

Filed2026-07-22

QUAL

ISHARES TR

-56.28%

Shares4.4K

Event2026-06-30

Filed2026-07-22

CGCP

CAPITAL GRP FIXED INCM ETF T

6.40%

Shares42.9K

Event2026-06-30

Filed2026-07-22

IUS

INVESCO EXCH TRD SLF IDX FD

New

Shares14.5K

Event2026-06-30

Filed2026-07-22

BXSL

BLACKSTONE SECD LENDING FD

0.00%

Shares39.0K

Event2026-06-30

Filed2026-07-22

BMY

BRISTOL-MYERS SQUIBB CO

10.89%

Shares15.8K

Event2026-06-30

Filed2026-07-22

LQD

ISHARES TR

2.82%

Shares8.2K

Event2026-06-30

Filed2026-07-22

BINC

BLACKROCK ETF TRUST II

-31.33%

Shares16.8K

Event2026-06-30

Filed2026-07-22

CGMM

CAPITAL GROUP EQUITY ETF TR

1.00%

Shares26.6K

Event2026-06-30

Filed2026-07-22

REGL

PROSHARES TR

4.19%

Shares9.5K

Event2026-06-30

Filed2026-07-22

TGT

TARGET CORP

-6.65%

Shares6.6K

Event2026-06-30

Filed2026-07-22

HYT

BLACKROCK CORPOR HI YLD FD I

0.00%

Shares100.0K

Event2026-06-30

Filed2026-07-22

HONEYWELL INTL INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-22

SPYG

SPDR SERIES TRUST

-5.02%

Shares7.1K

Event2026-06-30

Filed2026-07-22

HONEYWELL AEROSPACE INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-22

PULS

PGIM ETF TR

158.07%

Shares16.7K

Event2026-06-30

Filed2026-07-22

PPA

INVESCO EXCHANGE TRADED FD T

-77.96%

Shares4.6K

Event2026-06-30

Filed2026-07-22

CGCB

CAPITAL GRP FIXED INCM ETF T

12.78%

Shares30.8K

Event2026-06-30

Filed2026-07-22

FNDA

SCHWAB STRATEGIC TR

6.52%

Shares20.7K

Event2026-06-30

Filed2026-07-22

ALPS ETF TR

-49.82%

Shares15.1K

Event2026-06-30

Filed2026-07-22

DIS

DISNEY WALT CO

-3.26%

Shares8.1K

Event2026-06-30

Filed2026-07-22

CGIB

CAPITAL GRP FIXED INCM ETF T

3.66%

Shares29.5K

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

-0.69%

Shares1.3K

Event2026-06-30

Filed2026-07-22

VERIZON COMMUNICATIONS INC

-0.48%

Shares17.7K

Event2026-06-30

Filed2026-07-22

SMH

VANECK ETF TRUST

-0.35%

Shares1.1K

Event2026-06-30

Filed2026-07-22

LCTU

BLACKROCK ETF TRUST

-4.08%

Shares9.0K

Event2026-06-30

Filed2026-07-22

ARES CAPITAL CORP

0.00%

Shares38.6K

Event2026-06-30

Filed2026-07-22

GMOI

GMO ETF TRUST

-76.86%

Shares18.2K

Event2026-06-30

Filed2026-07-22

XLF

SELECT SECTOR SPDR TR

-0.27%

Shares12.3K

Event2026-06-30

Filed2026-07-22

FNDE

SCHWAB STRATEGIC TR

5.55%

Shares16.6K

Event2026-06-30

Filed2026-07-22

ULTA BEAUTY INC

0.28%

Shares1.5K

Event2026-06-30

Filed2026-07-22

UNITEDHEALTH GROUP INC

-33.64%

Shares1.6K

Event2026-06-30

Filed2026-07-22

GLD

SPDR GOLD TR

-1.36%

Shares1.7K

Event2026-06-30

Filed2026-07-22

JSCP

J P MORGAN EXCHANGE TRADED F

New

Shares13.2K

Event2026-06-30

Filed2026-07-22

XLY

SELECT SECTOR SPDR TR

0.29%

Shares5.2K

Event2026-06-30

Filed2026-07-22

LABCORP HOLDINGS INC

-3.59%

Shares2.2K

Event2026-06-30

Filed2026-07-22

RSG

REPUBLIC SVCS INC

17.14%

Shares2.7K

Event2026-06-30

Filed2026-07-22

LMT

LOCKHEED MARTIN CORP

2.25%

Shares1.1K

Event2026-06-30

Filed2026-07-22

VGT

VANGUARD WORLD FD

697.85%

Shares4.8K

Event2026-06-30

Filed2026-07-22

DIVB

ISHARES TR

-9.15%

Shares9.3K

Event2026-06-30

Filed2026-07-22

SUSC

ISHARES TR

8.23%

Shares24.7K

Event2026-06-30

Filed2026-07-22

CGMS

CAPITAL GRP FIXED INCM ETF T

8.17%

Shares20.7K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

-6.71%

Shares4.1K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

-45.24%

Shares6.7K

Event2026-06-30

Filed2026-07-22

IBHG

ISHARES TR

-38.72%

Shares24.4K

Event2026-06-30

Filed2026-07-22

TFLR

T ROWE PRICE EXCHANGE-TRADED

New

Shares10.5K

Event2026-06-30

Filed2026-07-22

WORLD GOLD TR

2.48%

Shares6.6K

Event2026-06-30

Filed2026-07-22

MARRIOTT VACATIONS WORLDWIDE

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

4.97%

Shares1.4K

Event2026-06-30

Filed2026-07-22

XMHQ

INVESCO EXCHANGE TRADED FD T

-50.00%

Shares4.5K

Event2026-06-30

Filed2026-07-22

SCHW

SCHWAB CHARLES CORP

0.91%

Shares5.4K

Event2026-06-30

Filed2026-07-22

CGNG

CAPITAL GROUP NEW GEOGRAPHY

8.36%

Shares13.0K

Event2026-06-30

Filed2026-07-22

TENB

TENABLE HLDGS INC

-44.68%

Shares12.9K

Event2026-06-30

Filed2026-07-22

MASTERCARD INCORPORATED

7.34%

Shares907

Event2026-06-30

Filed2026-07-22

CNI

CANADIAN NATL RY CO

-9.84%

Shares3.9K

Event2026-06-30

Filed2026-07-22

MICRON TECHNOLOGY INC

New

Shares400

Event2026-06-30

Filed2026-07-22

EVH

EVOLENT HEALTH INC

-47.45%

Shares83.8K

Event2026-06-30

Filed2026-07-22

NOBL

PROSHARES TR

100.00%

Shares8.1K

Event2026-06-30

Filed2026-07-22

DHS

WISDOMTREE TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-22

AOK

ISHARES TR

53.15%

Shares10.2K

Event2026-06-30

Filed2026-07-22

USXF

ISHARES TR

-6.93%

Shares6.1K

Event2026-06-30

Filed2026-07-22

APOLLO GLOBAL MGMT INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-22

FINW

FINWISE BANCORP

0.00%

Shares28.0K

Event2026-06-30

Filed2026-07-22

AOM

ISHARES TR

-15.26%

Shares8.1K

Event2026-06-30

Filed2026-07-22

IDEQ

LAZARD ACTIVE ETF TR

New

Shares11.5K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-2.96%

Shares1.3K

Event2026-06-30

Filed2026-07-22

EFG

ISHARES TR

-5.76%

Shares3.2K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

501.86%

Shares4.5K

Event2026-06-30

Filed2026-07-22

COCA COLA CO

-5.41%

Shares4.7K

Event2026-06-30

Filed2026-07-22

NVO

NOVO-NORDISK A S

-31.87%

Shares7.9K

Event2026-06-30

Filed2026-07-22

QNITY ELECTRONICS INC

-28.82%

Shares2.3K

Event2026-06-30

Filed2026-07-22

CHAT

TIDAL TRUST II

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-22

XLG

INVESCO EXCHANGE TRADED FD T

-61.46%

Shares6.1K

Event2026-06-30

Filed2026-07-22

PYLD

PIMCO ETF TR

New

Shares14.0K

Event2026-06-30

Filed2026-07-22

PINS

PINTEREST INC

-26.48%

Shares17.2K

Event2026-06-30

Filed2026-07-22

EBAY

EBAY INC.

-0.34%

Shares3.2K

Event2026-06-30

Filed2026-07-22

GOLDMAN SACHS GROUP INC

-1.94%

Shares354

Event2026-06-30

Filed2026-07-22

CCD

CALAMOS DYNAMIC CONV & INCOM

0.00%

Shares13.7K

Event2026-06-30

Filed2026-07-22

ESGE

ISHARES INC

2.85%

Shares6.5K

Event2026-06-30

Filed2026-07-22

IBIT

ISHARES BITCOIN TRUST ETF

8.99%

Shares10.5K

Event2026-06-30

Filed2026-07-22

MCD

MCDONALDS CORP

0.47%

Shares1.3K

Event2026-06-30

Filed2026-07-22

ZSCALER INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-22

AT&T INC

0.02%

Shares16.4K

Event2026-06-30

Filed2026-07-22

PROCTER & GAMBLE CO

42.94%

Shares2.3K

Event2026-06-30

Filed2026-07-22

EPD

ENTERPRISE PRODS PARTNERS L

1.97%

Shares9.1K

Event2026-06-30

Filed2026-07-22

RDVY

FIRST TR EXCHANGE TRADED FD

9.26%

Shares4.1K

Event2026-06-30

Filed2026-07-22

VCIT

VANGUARD SCOTTSDALE FDS

-9.96%

Shares3.9K

Event2026-06-30

Filed2026-07-22

MET

METLIFE INC

3.36%

Shares3.8K

Event2026-06-30

Filed2026-07-22

CMI

CUMMINS INC

3.18%

Shares454

Event2026-06-30

Filed2026-07-22

IAU

ISHARES GOLD TR

15.94%

Shares4.3K

Event2026-06-30

Filed2026-07-22

SCHP

SCHWAB STRATEGIC TR

11.64%

Shares12.1K

Event2026-06-30

Filed2026-07-22

NETFLIX INC.

10.85%

Shares4.5K

Event2026-06-30

Filed2026-07-22

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-22

CROWDSTRIKE HLDGS INC

New

Shares416

Event2026-06-30

Filed2026-07-22

COP

CONOCOPHILLIPS

0.33%

Shares3.0K

Event2026-06-30

Filed2026-07-22

MDLZ

MONDELEZ INTL INC

0.33%

Shares5.5K

Event2026-06-30

Filed2026-07-22

IGV

ISHARES TR

4.40%

Shares3.5K

Event2026-06-30

Filed2026-07-22

SHY

ISHARES TR

-3.56%

Shares3.7K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

0.00%

Shares444

Event2026-06-30

Filed2026-07-22

QGRW

WISDOMTREE TR

0.22%

Shares4.6K

Event2026-06-30

Filed2026-07-22

INVESCO EXCH TRADED FD TR II

-0.62%

Shares12.8K

Event2026-06-30

Filed2026-07-22

CHTR

CHARTER COMMUNICATIONS INC

32.41%

Shares2.1K

Event2026-06-30

Filed2026-07-22

NKE

NIKE INC

-4.58%

Shares7.2K

Event2026-06-30

Filed2026-07-22

CGSM

CAPITAL GRP FIXED INCM ETF T

1.86%

Shares10.9K

Event2026-06-30

Filed2026-07-22

GRID

FIRST TR EXCHANGE-TRADED FD

-2.17%

Shares1.5K

Event2026-06-30

Filed2026-07-22

FNDC

SCHWAB STRATEGIC TR

6.75%

Shares5.7K

Event2026-06-30

Filed2026-07-22

JD.COM INC

-53.51%

Shares10.8K

Event2026-06-30

Filed2026-07-22

DIVO

AMPLIFY ETF TR

-3.23%

Shares6.0K

Event2026-06-30

Filed2026-07-22

GILD

GILEAD SCIENCES INC

11.37%

Shares2.1K

Event2026-06-30

Filed2026-07-22

NANR

SPDR INDEX SHS FDS

-10.84%

Shares3.5K

Event2026-06-30

Filed2026-07-22

SOFI

SOFI TECHNOLOGIES INC

New

Shares14.7K

Event2026-06-30

Filed2026-07-22

FIW

FIRST TR EXCHANGE-TRADED FD

New

Shares2.4K

Event2026-06-30

Filed2026-07-22

MUC

BLACKROCK MUNIHLDNGS CALI

0.00%

Shares23.7K

Event2026-06-30

Filed2026-07-22

VGIT

VANGUARD SCOTTSDALE FDS

20.68%

Shares4.4K

Event2026-06-30

Filed2026-07-22

FDN

FIRST TR EXCHANGE-TRADED FD

1.71%

Shares949

Event2026-06-30

Filed2026-07-22

IAGG

ISHARES TR

-76.58%

Shares4.9K

Event2026-06-30

Filed2026-07-22

ADOBE INC

-31.26%

Shares1.2K

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

New

Shares232

Event2026-06-30

Filed2026-07-22

PFF

ISHARES TR

-78.67%

Shares8.1K

Event2026-06-30

Filed2026-07-22

CVS

CVS HEALTH CORP

New

Shares2.4K

Event2026-06-30

Filed2026-07-22

QCOM

QUALCOMM INC

-18.62%

Shares1.3K

Event2026-06-30

Filed2026-07-22

CGHM

CAPITAL GRP FIXED INCM ETF T

2.66%

Shares9.3K

Event2026-06-30

Filed2026-07-22

GSK PLC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-22

SYSB

ISHARES TR

New

Shares2.7K

Event2026-06-30

Filed2026-07-22

CIBR

FIRST TR EXCHANGE-TRADED FD

-24.45%

Shares2.6K

Event2026-06-30

Filed2026-07-22

HSIC

SCHEIN HENRY INC

-22.55%

Shares2.8K

Event2026-06-30

Filed2026-07-22

XBI

SPDR SERIES TRUST

New

Shares1.5K

Event2026-06-30

Filed2026-07-22

FLRN

SPDR SERIES TRUST

New

Shares7.4K

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

-3.26%

Shares2.1K

Event2026-06-30

Filed2026-07-22

ENB

ENBRIDGE INC

-0.22%

Shares4.1K

Event2026-06-30

Filed2026-07-22

HYS

PIMCO ETF TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-22

MCK

MCKESSON CORP

26.18%

Shares294

Event2026-06-30

Filed2026-07-22

PTLC

PACER FDS TR

New

Shares3.8K

Event2026-06-30

Filed2026-07-22

ADI

ANALOG DEVICES INC

New

Shares549

Event2026-06-30

Filed2026-07-22

AZO

AUTOZONE INC

0.00%

Shares68

Event2026-06-30

Filed2026-07-22

TMUS

T-MOBILE US INC

-39.25%

Shares1.3K

Event2026-06-30

Filed2026-07-22

MEDTRONIC PLC

4.84%

Shares2.7K

Event2026-06-30

Filed2026-07-22

SERVICENOW INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-22

EFA

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-22

FNV

FRANCO NEV CORP

-7.51%

Shares985

Event2026-06-30

Filed2026-07-22

PSX

PHILLIPS 66

-1.62%

Shares1.2K

Event2026-06-30

Filed2026-07-22

XLE

SELECT SECTOR SPDR TR

-4.78%

Shares3.8K

Event2026-06-30

Filed2026-07-22

KMI

KINDER MORGAN INC DEL

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-22

XYZ

BLOCK INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-22

FORD MTR CO

-6.65%

Shares11.7K

Event2026-06-30

Filed2026-07-22

ACVA

ACV AUCTIONS INC

-27.72%

Shares20.5K

Event2026-06-30

Filed2026-07-22

NNOX

NANO X IMAGING LTD

-1.09%

Shares99.5K

Event2026-06-30

Filed2026-07-22

PHK

PIMCO HIGH INCOME FD

0.00%

Shares22.7K

Event2026-06-30

Filed2026-07-22

PDSB

PDS BIOTECHNOLOGY CORP

0.00%

Shares61.8K

Event2026-06-30

Filed2026-07-22

GTBP

GT BIOPHARMA INC

New

Shares15.0K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

TESLA INC Call CallTESLA INC9.6K sharesnew addition2026-06-302026-07-22

TESLA INC Call

TESLA INC

New

Shares9.6K

Event2026-06-30

Filed2026-07-22

Put Option Holdings

No put option holdings data available