Sponsored

The Analysis of WP Advisors, LLC's Holdings & P&L

Currently, WP Advisors, LLC holds 119 types of securities in its portfolio with a total value $413.3M. In the most recent quarter, they have increased their positions in VO (+50.4K shares, valued at $4.1M), BKNG (+15.4K shares, valued at $2.7M), APH (+14.1K shares, valued at $2.5M); decreased their positions in AMD (-11.4K shares, valued at $6.6M), AAPL (-6.9K shares, valued at $2.0M), GOOG (-4.9K shares, valued at $1.7M); initiated new positions in APH (+14.1K shares, valued at $2.5M), N/A (+9.5K shares, valued at $938.8K), N/A (+500 shares, valued at $482.5K).

1M P&L

+1.5M+0.42%

3M P&L

+17.4M+5.12%

HY P&L

+26.7M+8.10%

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/A99.8M

29.5%

2Consumer Electronics42.8M

12.6%

3Internet Content & Information37.9M

11.2%

Top Industries by Stock Count

1N/A38 stocks

38.4%

2Semiconductors5 stocks

5.1%

3Software - Application4 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC147.8K shares-4.46%2026-06-302026-07-29

VB VANGUARD INDEX FDS118.9K shares-1.27%2026-06-302026-07-29

GOOG ALPHABET INC101.4K shares-4.60%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC43.4K shares6.00%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL47.5K shares-1.60%2026-06-302026-07-29

NVDA NVIDIA CORPORATION104.9K shares-1.71%2026-06-302026-07-29

AMZN AMAZON COM INC63.6K shares-2.26%2026-06-302026-07-29

EPD ENTERPRISE PRODS PARTNERS L378.2K shares-0.76%2026-06-302026-07-29

Sponsored

PFE PFIZER INC477.4K shares-6.24%2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.131.7K shares-0.46%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC21.8K shares-6.42%2026-06-302026-07-29

VBK VANGUARD INDEX FDS24.8K shares-10.74%2026-06-302026-07-29

VISA INC VISA INC25.4K shares-0.35%2026-06-302026-07-29

ABBVIE INC ABBVIE INC32.4K shares-5.63%2026-06-302026-07-29

KBWB INVESCO EXCH TRADED FD TR II80.6K shares-10.37%2026-06-302026-07-29

MSFT MICROSOFT CORP19.1K shares5.59%2026-06-302026-07-29

Sponsored

VLO VALERO ENERGY CORP25.9K shares-18.93%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC10.5K shares-52.20%2026-06-302026-07-29

AXP AMERICAN EXPRESS CO16.5K shares0.41%2026-06-302026-07-29

VO VANGUARD INDEX FDS67.2K shares299.10%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO16.5K shares-2.07%2026-06-302026-07-29

VEA VANGUARD TAX-MANAGED FDS58.7K shares3.68%2026-06-302026-07-29

RPV INVESCO EXCHANGE TRADED FD T32.9K shares-11.21%2026-06-302026-07-29

PYPL PAYPAL HLDGS INC80.4K shares-10.94%2026-06-302026-07-29

Sponsored

VOO VANGUARD INDEX FDS4.5K shares7.55%2026-06-302026-07-29

CRM SALESFORCE INC19.6K shares118.94%2026-06-302026-07-29

XLF SELECT SECTOR SPDR TR56.2K shares-0.51%2026-06-302026-07-29

CVX CHEVRON CORPORATION17.9K shares-1.00%2026-06-302026-07-29

BKNG BOOKING HOLDINGS INC16.0K shares2410.83%2026-06-302026-07-29

XLP SELECT SECTOR SPDR TR32.0K shares-4.95%2026-06-302026-07-29

OKE ONEOK INC NEW30.2K shares-18.62%2026-06-302026-07-29

APH AMPHENOL CORP14.1K sharesnew addition2026-06-302026-07-29

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC5.2K shares-1.49%2026-06-302026-07-29

MO ALTRIA GROUP INC33.3K shares-0.81%2026-06-302026-07-29

VBR VANGUARD INDEX FDS9.5K shares-10.45%2026-06-302026-07-29

IJH ISHARES TR27.9K shares0.25%2026-06-302026-07-29

IJR ISHARES TR13.8K shares0.30%2026-06-302026-07-29

GOOGL ALPHABET INC5.7K shares-0.78%2026-06-302026-07-29

XLV SELECT SECTOR SPDR TR11.6K shares-7.60%2026-06-302026-07-29

ALPS ETF TR ALPS ETF TR33.4K shares13.91%2026-06-302026-07-29

Sponsored

INTU INTUIT6.3K shares391.32%2026-06-302026-07-29

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR34.5K shares-4.94%2026-06-302026-07-29

VTV VANGUARD INDEX FDS7.1K shares8.66%2026-06-302026-07-29

SCHM SCHWAB STRATEGIC TR41.4K shares0.30%2026-06-302026-07-29

XLB SELECT SECTOR SPDR TR29.7K shares-9.18%2026-06-302026-07-29

VRTX VERTEX PHARMACEUTICALS INC2.9K shares0.00%2026-06-302026-07-29

IGV ISHARES TR16.0K shares-0.39%2026-06-302026-07-29

DELL DELL TECHNOLOGIES INC3.3K shares-11.90%2026-06-302026-07-29

Sponsored

QCOM QUALCOMM INC7.6K shares-0.10%2026-06-302026-07-29

TSLA TESLA INC3.3K shares0.12%2026-06-302026-07-29

FI FISERV INC27.7K shares-8.68%2026-06-302026-07-29

AMGN AMGEN INC3.1K shares-16.00%2026-06-302026-07-29

ASML ASML HLDG NV550 shares0.00%2026-06-302026-07-29

UBER UBER TECHNOLOGIES INC15.1K shares0.67%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.2K shares0.17%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC5.8K shares-5.25%2026-06-302026-07-29

Sponsored

PGR PROGRESSIVE CORP4.7K shares1.65%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR5.3K shares-33.31%2026-06-302026-07-29

WFC WELLS FARGO & CO11.7K shares-14.53%2026-06-302026-07-29

VFH VANGUARD WORLD FD7.2K shares-0.22%2026-06-302026-07-29

SERVICENOW INC SERVICENOW INC9.5K sharesnew addition2026-06-302026-07-29

SCHA SCHWAB STRATEGIC TR24.4K shares0.40%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS2.3K shares0.30%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP1.6K shares-4.30%2026-06-302026-07-29

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.1K shares0.95%2026-06-302026-07-29

REGN REGENERON PHARMACEUTICALS1.2K shares-18.96%2026-06-302026-07-29

VUG VANGUARD INDEX FDS8.1K shares500.37%2026-06-302026-07-29

IHI ISHARES TR13.1K shares-29.29%2026-06-302026-07-29

PSX PHILLIPS 663.8K shares-13.98%2026-06-302026-07-29

MELI MERCADOLIBRE INC370 shares-13.95%2026-06-302026-07-29

VXUS VANGUARD STAR FDS7.2K shares0.45%2026-06-302026-07-29

XLE SELECT SECTOR SPDR TR10.9K shares-34.80%2026-06-302026-07-29

Sponsored

ANF ABERCROMBIE & FITCH CO6.2K shares-11.48%2026-06-302026-07-29

FDX FEDEX CORP1.7K shares-4.63%2026-06-302026-07-29

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL500 sharesnew addition2026-06-302026-07-29

VOE VANGUARD INDEX FDS2.4K shares-32.20%2026-06-302026-07-29

VOT VANGUARD INDEX FDS1.5K shares-28.82%2026-06-302026-07-29

TJX TJX COS INC NEW3.0K shares0.30%2026-06-302026-07-29

ET ENERGY TRANSFER L P22.5K shares16.96%2026-06-302026-07-29

MPWR MONOLITHIC PWR SYS INC310 shares0.32%2026-06-302026-07-29

Sponsored

MS MORGAN STANLEY2.0K shares0.51%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC387 shares0.52%2026-06-302026-07-29

MDY STATE STR SPDR S&P MIDCAP 40556 shares0.18%2026-06-302026-07-29

WMT WALMART INC3.4K shares8.41%2026-06-302026-07-29

ORACLE CORP ORACLE CORP2.6K shares18.62%2026-06-302026-07-29

ICE INTERCONTINENTAL EXCHANGE IN3.1K shares-4.40%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.46%2026-06-302026-07-29

CAT CATERPILLAR INC325 shares-12.87%2026-06-302026-07-29

Sponsored

LPLA LPL FINL HLDGS INC1.2K sharesnew addition2026-06-302026-07-29

SHOP SHOPIFY INC2.9K shares0.00%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC948 sharesnew addition2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC444 sharesnew addition2026-06-302026-07-29

GM GENERAL MTRS CO4.1K shares0.22%2026-06-302026-07-29

XLI SELECT SECTOR SPDR TR1.6K shares-42.61%2026-06-302026-07-29

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.4K shares-12.89%2026-06-302026-07-29

KBE SPDR SERIES TRUST4.3K shares0.40%2026-06-302026-07-29

Sponsored

ACWV ISHARES INC2.4K shares0.88%2026-06-302026-07-29

ALL ALLSTATE CORP1.2K shares0.58%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP2.1K shares-27.77%2026-06-302026-07-29

BAC BANK OF AMER CORP4.8K shares0.48%2026-06-302026-07-29

ISHARES TR ISHARES TR2.7K shares1.01%2026-06-302026-07-29

NVO NOVO-NORDISK A S5.4K shares-19.15%2026-06-302026-07-29

KLAC KLA CORP845 sharesnew addition2026-06-302026-07-29

EFA ISHARES TR2.4K shares-55.25%2026-06-302026-07-29

Sponsored

BP BP PLC6.9K shares-18.58%2026-06-302026-07-29

SCHX SCHWAB STRATEGIC TR8.3K shares1.01%2026-06-302026-07-29

KO COCA COLA CO3.0K shares0.70%2026-06-302026-07-29

DE DEERE & CO384 shares-24.85%2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F3.9K sharesnew addition2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS815 sharesnew addition2026-06-302026-07-29

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD2.4K shares-1.25%2026-06-302026-07-29

VEU VANGUARD INTL EQUITY INDEX F2.7K sharesnew addition2026-06-302026-07-29

Sponsored

IYT ISHARES TR2.5K shares-44.77%2026-06-302026-07-29

ORLY OREILLY AUTOMOTIVE INC2.4K shares-12.29%2026-06-302026-07-29

IBIT ISHARES BITCOIN TRUST ETF6.5K shares3.17%2026-06-302026-07-29

ZS ZSCALER INC1.5K sharesnew addition2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC1.7K sharesnew addition2026-06-302026-07-29

CEG CONSTELLATION ENERGY CORP809 sharesnew addition2026-06-302026-07-29

LHX L3HARRIS TECHNOLOGIES INC690 shares0.44%2026-06-302026-07-29

AAPL

APPLE INC

-4.46%

Shares147.8K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-1.27%

Shares118.9K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

-4.60%

Shares101.4K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

6.00%

Shares43.4K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.60%

Shares47.5K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

-1.71%

Shares104.9K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

-2.26%

Shares63.6K

Event2026-06-30

Filed2026-07-29

EPD

ENTERPRISE PRODS PARTNERS L

-0.76%

Shares378.2K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

-6.24%

Shares477.4K

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

-0.46%

Shares131.7K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

-6.42%

Shares21.8K

Event2026-06-30

Filed2026-07-29

VBK

VANGUARD INDEX FDS

-10.74%

Shares24.8K

Event2026-06-30

Filed2026-07-29

VISA INC

-0.35%

Shares25.4K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

-5.63%

Shares32.4K

Event2026-06-30

Filed2026-07-29

KBWB

INVESCO EXCH TRADED FD TR II

-10.37%

Shares80.6K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

5.59%

Shares19.1K

Event2026-06-30

Filed2026-07-29

VLO

VALERO ENERGY CORP

-18.93%

Shares25.9K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

-52.20%

Shares10.5K

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO

0.41%

Shares16.5K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

299.10%

Shares67.2K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

-2.07%

Shares16.5K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

3.68%

Shares58.7K

Event2026-06-30

Filed2026-07-29

RPV

INVESCO EXCHANGE TRADED FD T

-11.21%

Shares32.9K

Event2026-06-30

Filed2026-07-29

PYPL

PAYPAL HLDGS INC

-10.94%

Shares80.4K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

7.55%

Shares4.5K

Event2026-06-30

Filed2026-07-29

CRM

SALESFORCE INC

118.94%

Shares19.6K

Event2026-06-30

Filed2026-07-29

XLF

SELECT SECTOR SPDR TR

-0.51%

Shares56.2K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

-1.00%

Shares17.9K

Event2026-06-30

Filed2026-07-29

BKNG

BOOKING HOLDINGS INC

2410.83%

Shares16.0K

Event2026-06-30

Filed2026-07-29

XLP

SELECT SECTOR SPDR TR

-4.95%

Shares32.0K

Event2026-06-30

Filed2026-07-29

OKE

ONEOK INC NEW

-18.62%

Shares30.2K

Event2026-06-30

Filed2026-07-29

APH

AMPHENOL CORP

New

Shares14.1K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.49%

Shares5.2K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

-0.81%

Shares33.3K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

-10.45%

Shares9.5K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

0.25%

Shares27.9K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

0.30%

Shares13.8K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

-0.78%

Shares5.7K

Event2026-06-30

Filed2026-07-29

XLV

SELECT SECTOR SPDR TR

-7.60%

Shares11.6K

Event2026-06-30

Filed2026-07-29

ALPS ETF TR

13.91%

Shares33.4K

Event2026-06-30

Filed2026-07-29

INTU

INTUIT

391.32%

Shares6.3K

Event2026-06-30

Filed2026-07-29

SELECT SECTOR SPDR TR

-4.94%

Shares34.5K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

8.66%

Shares7.1K

Event2026-06-30

Filed2026-07-29

SCHM

SCHWAB STRATEGIC TR

0.30%

Shares41.4K

Event2026-06-30

Filed2026-07-29

XLB

SELECT SECTOR SPDR TR

-9.18%

Shares29.7K

Event2026-06-30

Filed2026-07-29

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-29

IGV

ISHARES TR

-0.39%

Shares16.0K

Event2026-06-30

Filed2026-07-29

DELL

DELL TECHNOLOGIES INC

-11.90%

Shares3.3K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

-0.10%

Shares7.6K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

0.12%

Shares3.3K

Event2026-06-30

Filed2026-07-29

FISERV INC

-8.68%

Shares27.7K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

-16.00%

Shares3.1K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV

0.00%

Shares550

Event2026-06-30

Filed2026-07-29

UBER

UBER TECHNOLOGIES INC

0.67%

Shares15.1K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

0.17%

Shares1.2K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

-5.25%

Shares5.8K

Event2026-06-30

Filed2026-07-29

PGR

PROGRESSIVE CORP

1.65%

Shares4.7K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

-33.31%

Shares5.3K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO

-14.53%

Shares11.7K

Event2026-06-30

Filed2026-07-29

VFH

VANGUARD WORLD FD

-0.22%

Shares7.2K

Event2026-06-30

Filed2026-07-29

SERVICENOW INC

New

Shares9.5K

Event2026-06-30

Filed2026-07-29

SCHA

SCHWAB STRATEGIC TR

0.40%

Shares24.4K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.30%

Shares2.3K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

-4.30%

Shares1.6K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

0.95%

Shares1.1K

Event2026-06-30

Filed2026-07-29

REGN

REGENERON PHARMACEUTICALS

-18.96%

Shares1.2K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

500.37%

Shares8.1K

Event2026-06-30

Filed2026-07-29

IHI

ISHARES TR

-29.29%

Shares13.1K

Event2026-06-30

Filed2026-07-29

PSX

PHILLIPS 66

-13.98%

Shares3.8K

Event2026-06-30

Filed2026-07-29

MELI

MERCADOLIBRE INC

-13.95%

Shares370

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FDS

0.45%

Shares7.2K

Event2026-06-30

Filed2026-07-29

XLE

SELECT SECTOR SPDR TR

-34.80%

Shares10.9K

Event2026-06-30

Filed2026-07-29

ANF

ABERCROMBIE & FITCH CO

-11.48%

Shares6.2K

Event2026-06-30

Filed2026-07-29

FDX

FEDEX CORP

-4.63%

Shares1.7K

Event2026-06-30

Filed2026-07-29

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares500

Event2026-06-30

Filed2026-07-29

VOE

VANGUARD INDEX FDS

-32.20%

Shares2.4K

Event2026-06-30

Filed2026-07-29

VOT

VANGUARD INDEX FDS

-28.82%

Shares1.5K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

0.30%

Shares3.0K

Event2026-06-30

Filed2026-07-29

ENERGY TRANSFER L P

16.96%

Shares22.5K

Event2026-06-30

Filed2026-07-29

MPWR

MONOLITHIC PWR SYS INC

0.32%

Shares310

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

0.51%

Shares2.0K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

0.52%

Shares387

Event2026-06-30

Filed2026-07-29

MDY

STATE STR SPDR S&P MIDCAP 40

0.18%

Shares556

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

8.41%

Shares3.4K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

18.62%

Shares2.6K

Event2026-06-30

Filed2026-07-29

ICE

INTERCONTINENTAL EXCHANGE IN

-4.40%

Shares3.1K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

0.46%

Shares1.5K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

-12.87%

Shares325

Event2026-06-30

Filed2026-07-29

LPLA

LPL FINL HLDGS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

SHOP

SHOPIFY INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

New

Shares948

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

New

Shares444

Event2026-06-30

Filed2026-07-29

GENERAL MTRS CO

0.22%

Shares4.1K

Event2026-06-30

Filed2026-07-29

XLI

SELECT SECTOR SPDR TR

-42.61%

Shares1.6K

Event2026-06-30

Filed2026-07-29

ACCENTURE PLC IRELAND

-12.89%

Shares2.4K

Event2026-06-30

Filed2026-07-29

KBE

SPDR SERIES TRUST

0.40%

Shares4.3K

Event2026-06-30

Filed2026-07-29

ACWV

ISHARES INC

0.88%

Shares2.4K

Event2026-06-30

Filed2026-07-29

ALL

ALLSTATE CORP

0.58%

Shares1.2K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

-27.77%

Shares2.1K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

0.48%

Shares4.8K

Event2026-06-30

Filed2026-07-29

ISHARES TR

1.01%

Shares2.7K

Event2026-06-30

Filed2026-07-29

NVO

NOVO-NORDISK A S

-19.15%

Shares5.4K

Event2026-06-30

Filed2026-07-29

KLAC

KLA CORP

New

Shares845

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

-55.25%

Shares2.4K

Event2026-06-30

Filed2026-07-29

BP PLC

-18.58%

Shares6.9K

Event2026-06-30

Filed2026-07-29

SCHX

SCHWAB STRATEGIC TR

1.01%

Shares8.3K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

0.70%

Shares3.0K

Event2026-06-30

Filed2026-07-29

DEERE & CO

-24.85%

Shares384

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares3.9K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares815

Event2026-06-30

Filed2026-07-29

ALIBABA GROUP HLDG LTD

-1.25%

Shares2.4K

Event2026-06-30

Filed2026-07-29

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares2.7K

Event2026-06-30

Filed2026-07-29

IYT

ISHARES TR

-44.77%

Shares2.5K

Event2026-06-30

Filed2026-07-29

ORLY

OREILLY AUTOMOTIVE INC

-12.29%

Shares2.4K

Event2026-06-30

Filed2026-07-29

IBIT

ISHARES BITCOIN TRUST ETF

3.17%

Shares6.5K

Event2026-06-30

Filed2026-07-29

ZSCALER INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-29

CEG

CONSTELLATION ENERGY CORP

New

Shares809

Event2026-06-30

Filed2026-07-29

LHX

L3HARRIS TECHNOLOGIES INC

0.44%

Shares690

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available