← 13F Atlas

CROSS-FILER ASSET VIEW

Latest disclosed assets

One latest filing per ingested manager, grouped by issuer and CUSIP.

IssuerCUSIPManagersReported value ($k)Reported sharesLatest period
CAPITAL GROUP CORE BALANCED14021D107150,759,3931,337,192.00002026-06-30
CAPITAL GROUP DIVIDEND VALUE14020W106139,707,587805,749.00002026-06-30
CAPITAL GROUP GBL GROWTH EQT14020X104130,699,796725,248.00002026-06-30
CAPITAL GROUP DIVIDEND GROWE14021L109128,514,999760,192.00002026-06-30
CAPITAL GROUP GROWTH ETF14020G101125,699,614544,477.00002026-06-30
CAPITAL GRP FIXED INCM ETF T14020Y201124,326,858885,576.00002026-06-30
CAPITAL GRP FIXED INCM ETF T14020Y300121,010,439768,767.00002026-06-30
APPLE INC037833100120,213,85269,855.00002026-06-30
CAPITAL GROUP CORE EQUITY ET14020V108118,472,731415,308.00002026-06-30
TESLA INC88160R101116,878,72840,130.00002026-06-30
CAPITAL GRP FIXED INCM ETF T14020Y805114,999,221580,244.00002026-06-30
CAPITAL GRP FIXED INCM ETF T14020Y102114,992,149672,597.00002026-06-30
CAPITAL GRP FIXED INCM ETF T14020Y508112,810,535489,323.00002026-06-30
CAPITAL GROUP CONSERVATIVE E14020U100110,752,182327,614.00002026-06-30
CAPITAL GROUP EQUITY ETF TR14022A10219,285,249281,626.00002026-06-30
CAPITAL GROUP INTERNATIONAL14021T10216,952,778191,062.00002026-06-30
CAPITAL GROUP INTL FOCUS EQT14019W10916,333,156182,935.00002026-06-30
CAPITAL GROUP NEW GEOGRAPHY14021N10515,490,760146,573.00002026-06-30
MICROSOFT CORP59491810415,479,36214,689.00002026-06-30
SCHWAB STRATEGIC TR80852460715,448,081150,788.00002026-06-30
NVIDIA CORPORATION67066G10415,190,92925,942.00002026-06-30
ALPHABET INC02079K30514,859,89713,599.00002026-06-30
ABBVIE INC00287Y10914,767,06218,944.00002026-06-30
BROADCOM INC11135F10114,369,91811,568.00002026-06-30
HYLIION HOLDINGS CORP44910910714,342,014833,400.00002026-06-30
COSTCO WHOLESALE CORPORATION22160K10514,087,2914,369.00002026-06-30
VANGUARD INDEX FDS92290836313,583,8205,216.00002026-06-30
CLEAN ENERGY FUELS CORP18449910113,514,0241,714,158.00002026-06-30
SCHWAB STRATEGIC TR80852430013,317,05898,023.00002026-06-30
AMAZON COM INC02313510613,266,69313,706.00002026-06-30
STATE STR SPDR S&P 500 ETF T78462F10313,238,6354,337.00002026-06-30
CAPITAL GRP FIXED INCM ETF T14020Y87012,885,499113,917.00002026-06-30
CAPITAL GROUP INTERNATIONAL14021M10712,612,53671,032.00002026-06-30
BERKSHIRE HATHAWAY INC DEL08467070212,532,4775,061.00002026-06-30
INVESCO QQQ TR46090E10312,248,9673,054.00002026-06-30
CIRCLE INTERNET GROUP INC17257310712,068,16833,022.00002026-06-30
ALPHABET INC02079K10712,059,2645,827.00002026-06-30
INTUITIVE SURGICAL INC46120E60211,988,0024,999.00002026-06-30
ISHARES TR46428825711,873,99111,938.00002026-06-30
STRATEGY INC59497240811,854,04421,328.00002026-06-30
BITMINE IMMERSION TECHS INC09175A20611,813,926136,283.00002026-06-30
VANGUARD INDEX FDS92290874411,757,2748,064.00002026-06-30
SCHWAB STRATEGIC TR80852479711,695,01553,453.00002026-06-30
MICRON TECHNOLOGY INC59511210311,648,4411,428.00002026-06-30
INVESCO EXCH TRADED FD TR II46138G67211,603,94510,968.00002026-06-30
DIMENSIONAL ETF TRUST25434V20311,602,11838,840.00002026-06-30
HOME DEPOT INC43707610211,518,4114,305.00002026-06-30
ABBOTT LABORATORIES00282410011,412,97015,572.00002026-06-30
ELI LILLY & CO53245710811,363,5991,137.00002026-06-30
JPMORGAN CHASE & CO46625H10011,319,5994,030.00002026-06-30
ISHARES TR46428720011,314,6001,755.00002026-06-30
SCHWAB STRATEGIC TR80852440911,308,10837,579.00002026-06-30
CAPITAL GROUP EQUITY ETF TR14022A30011,300,73642,095.00002026-06-30
ADVANCED MICRO DEVICES INC00790310711,282,0682,207.00002026-06-30
WALMART INC93114210311,280,29311,304.00002026-06-30
VANGUARD WORLD FD92204A70211,266,34510,595.00002026-06-30
PRIMO BRANDS CORPORATION74162310211,256,21651,400.00002026-06-30
CAPITAL GROUP EQUITY ETF TR14022A20111,226,07742,794.00002026-06-30
PALANTIR TECHNOLOGIES INC69608A10811,217,22410,433.00002026-06-30
SCHWAB STRATEGIC TR80852470611,215,85633,531.00002026-06-30
ISHARES TR46428887711,202,01115,703.00002026-06-30
GEVO INC37439640611,167,000778,000.00002026-06-30
BOEING CO09702310511,155,9015,340.00002026-06-30
SHARPLINK INC82001440511,153,200240,250.00002026-06-30
FIRST TR EXCH TRD ALPHDX FD33737J17411,140,31412,044.00002026-06-30
HONEYWELL INTL INC43851620511,137,6365,081.00002026-06-30
HONEYWELL AEROSPACE INC43849R10511,123,3075,081.00002026-06-30
VANGUARD TAX-MANAGED FDS92194385811,086,60815,250.00002026-06-30
CAPITAL GROUP GLOBAL EQUITY14020R10711,061,87330,133.00002026-06-30
FIRST TR EXCHANGE TRADED FD33741X10211,041,34524,138.00002026-06-30
AMERICAN CENTY ETF TR02507260411,031,11410,686.00002026-06-30
FIRST TR EXCHANGE-TRADED FD33734H10611,030,86721,396.00002026-06-30
VANGUARD INTL EQUITY INDEX F92204285811,020,99317,106.00002026-06-30
VANGUARD ADMIRAL FDS INC92193250511,015,61712,293.00002026-06-30
VANGUARD INDEX FDS9229087691998,1652,697.00002026-06-30
VANGUARD INDEX FDS9229086111993,6414,089.00002026-06-30
META PLATFORMS INC30303M1021992,5621,762.00002026-06-30
TAIWAN SEMICONDUCTOR MANUFAC8740391001989,5282,072.00002026-06-30
DIMENSIONAL ETF TRUST25434V8071959,83617,767.00002026-06-30
COINBASE GLOBAL INC19260Q1071943,3646,453.00002026-06-30
DIMENSIONAL ETF TRUST25434V6091900,47112,883.00002026-06-30
VANECK ETF TRUST92189F6761856,6221,306.00002026-06-30
CHEVRON CORPORATION1667641001836,6665,047.00002026-06-30
WILLDAN GROUP INC96924N1001829,52210,487.00002026-06-30
CATERPILLAR INC1491231011823,446773.00002026-06-30
PLUG PWR INC72919P2021817,738301,748.00002026-06-30
EDWARDS LIFESCIENCES CORP28176E1081804,1748,890.00002026-06-30
VANGUARD MUN BD FDS9229077461794,29615,704.00002026-06-30
DEERE & CO2441991051782,1301,233.00002026-06-30
ASML HLDG NVN070592101738,082371.00002026-06-30
EDISON INTL2810201071735,4929,879.00002026-06-30
CHENIERE ENERGY INC16411R2081718,8903,007.00002026-06-30
JOHNSON & JOHNSON4781601041675,6962,661.00002026-06-30
VISA INC92826C8391672,4691,960.00002026-06-30
SCHWAB STRATEGIC TR8085247551653,68312,388.00002026-06-30
VANGUARD INDEX FDS9229087361618,6597,182.00002026-06-30
RTX CORPORATION75513E1011615,7723,245.00002026-06-30
INTERNATIONAL BUSINESS MACHS4592001011613,0402,180.00002026-06-30
TEXAS INSTRS INC8825081041609,5542,045.00002026-06-30
FIRST TR EXCHANGE-TRADED FD3369201031605,7262,937.00002026-06-30
LAM RESEARCH CORP5128073061603,4861,393.00002026-06-30
UNITEDHEALTH GROUP INC91324P1021590,8931,422.00002026-06-30
VANGUARD INTL EQUITY INDEX F9220427421575,7083,667.00002026-06-30
VANGUARD INDEX FDS9229085951573,2021,566.00002026-06-30
BRISTOL-MYERS SQUIBB CO1101221081563,1319,773.00002026-06-30
GE AEROSPACE3696043011559,9881,498.00002026-06-30
OPAL FUELS INC68347P1031546,700248,500.00002026-06-30
AGREE RLTY CORP0084921001522,6066,900.00002026-06-30
NETFLIX INC.64110L1061503,3707,050.00002026-06-30
EXXON MOBIL CORP30231G1021498,3753,645.00002026-06-30
ROSS STORES INC7782961031486,1502,284.00002026-06-30
LULULEMON ATHLETICA INC5500211091478,9844,195.00002026-06-30
CAPITAL GRP FIXED INCM ETF T14020Y4091457,87917,796.00002026-06-30
SOL STRATEGIES INC83411A2051446,098381,280.00002026-06-30
BIT DIGITAL INCG1144A1051439,200244,000.00002026-06-30
T ROWE PRICE EXCHANGE-TRADED87283Q4041431,1748,793.00002026-06-30
WILLIAMS COS INC9694571001429,3875,776.00002026-06-30
CISCO SYS INC17275R1021425,9513,627.00002026-06-30
ORACLE CORP68389X1051416,8362,844.00002026-06-30
REPUBLIC SVCS INC7607591001408,2621,916.00002026-06-30
SCHWAB STRATEGIC TR8085248051407,13614,698.00002026-06-30
TWENTY ONE CAP INC90138L1091397,04080,210.00002026-06-30
ARISTA NETWORKS INC0404132051388,6872,288.00002026-06-30
FIREFLY AEROSPACE INC31816X1061388,08013,200.00002026-06-30
GILEAD SCIENCES INC3755581031386,9783,063.00002026-06-30
INTEL CORP4581401001369,8522,648.00002026-06-30
ISHARES TR4642872421364,5123,342.00002026-06-30
VANGUARD BD INDEX FDS92203C3031361,9037,270.00002026-06-30
SPROUTS FMRS MKT INC85208M1021355,2364,200.00002026-06-30
SPDR SERIES TRUST78464A4091353,3482,969.00002026-06-30
ISHARES TR4642876891342,826804.00002026-06-30
ROCKET LAB CORP7731211081340,3253,348.00002026-06-30
DARDEN RESTAURANTS INC2371941051338,6801,644.00002026-06-30
PIMCO ETF TR72201R7751325,0423,525.00002026-06-30
BANK OF AMER CORP0605051041320,1235,618.00002026-06-30
WESTERN DIGITAL CORP9581021051314,889493.00002026-06-30
SANDISK CORP80004C2001313,775138.00002026-06-30
DISNEY WALT CO2546871061313,0003,251.00002026-06-30
AMGEN INC0311621001310,606858.00002026-06-30
GE VERNOVA INC36828A1011306,639261.00002026-06-30
EVE HLDG INC29970N1041306,220122,000.00002026-06-30
ROBINHOOD MKTS INC7707001021306,0543,052.00002026-06-30
VANGUARD INTL EQUITY INDEX F9220427751297,6473,553.00002026-06-30
BLOOM ENERGY CORP0937121071295,133975.00002026-06-30
SCHWAB STRATEGIC TR8085242011291,4189,901.00002026-06-30
MERCK & CO INC58933Y1051289,0472,249.00002026-06-30
LUMEN TECHNOLOGIES INC5502411031279,54436,399.00002026-06-30
IVANHOE ELECTRIC INC46578C1081278,69029,000.00002026-06-30
MCKESSON CORP58155Q1031276,239365.00002026-06-30
STRIVE INC8629453001272,75025,000.00002026-06-30
HOWMET AEROSPACE INC4432011081269,1281,001.00002026-06-30
AFLAC INC0010551021266,2762,271.00002026-06-30
SEMPRA8168511091266,2632,872.00002026-06-30
SELECT SECTOR SPDR TR81369Y8031265,2041,392.00002026-06-30
CAPITAL GRP FIXED INCM ETF T14020Y6071262,1359,935.00002026-06-30
VANGUARD INDEX FDS9229087511259,535857.00002026-06-30
EOS ENERGY ENTERPRISES INC29415C1011258,72044,000.00002026-06-30
FIRST TR EXCHANGE TRADED FD33738R5061257,9293,182.00002026-06-30
ALBEMARLE CORP0126531011257,2331,905.00002026-06-30
ROYAL CARIBBEAN GROUPV7780T1031257,200810.00002026-06-30
NEWMARKET CORP6515871071253,196320.00002026-06-30
MASTERCARD INCORPORATED57636Q1041250,683488.00002026-06-30
SOLSTICE ADVANCED MATLS INC83443Q1031248,8772,809.00002026-06-30
HILTON WORLDWIDE HLDGS INC43300A2031247,845750.00002026-06-30
WASTE MGMT INC DEL94106L1091244,5931,097.00002026-06-30
BETA TECHNOLOGIES INC0869211031244,55014,600.00002026-06-30
UNITED RENTALS INC9113631091239,092211.00002026-06-30
STATE STR SPDR DOW JONES IND78467X1091233,508447.00002026-06-30
HUBBELL INC4435106071232,824445.00002026-06-30
ARK ETF TR00214Q1041232,5492,877.00002026-06-30
UNITED PARCEL SVCS INC9113121061232,0942,159.00002026-06-30
PEPSICO INC7134481081231,3991,709.00002026-06-30
ISHARES TR4642878041228,7731,542.00002026-06-30
SELECT SECTOR SPDR TR81369Y7041227,5481,228.00002026-06-30
AST SPACEMOBILE INC00217D1001226,5932,550.00002026-06-30
CENCORA INC03073E1051220,725780.00002026-06-30
NEUBERGER ENGY INFRSTR & INC64129H1041217,20921,421.00002026-06-30
ISHARES BITCOIN TRUST ETF46438F1011217,0826,521.00002026-06-30
ISHARES TR4642876141214,6721,729.00002026-06-30
CAPITAL GRP FIXED INCM ETF T14020Y7061211,7538,294.00002026-06-30
INVESCO EXCH TRADED FD TR II46138G6641210,1293,531.00002026-06-30
WHEATON PRECIOUS METALS CORP9628791021207,7921,850.00002026-06-30
DIMENSIONAL ETF TRUST25434V7991205,3405,511.00002026-06-30
AEMETIS INC00770K2021205,000125,000.00002026-06-30
CARDINAL HEALTH INC14149Y1081204,777862.00002026-06-30
APPLIED MATLS INC0382221051201,766279.00002026-06-30
SPDR GOLD TR78463V1071200,030543.00002026-06-30
RAMACO RES INC75134P6001182,57413,800.00002026-06-30
LUCID GROUP INC5494982021169,39125,320.00002026-06-30
MONTAUK RENEWABLES INC61218C1031166,140106,500.00002026-06-30
BALLARD PWR SYS INC NEW0585861081163,38042,000.00002026-06-30
DEFI DEVELOPMENT CORP47100L3011152,88052,000.00002026-06-30
VERTICAL AEROSPACE LTDG9471C2061140,94281,001.00002026-06-30
SURF AIR MOBILITY INC8689272031140,360121,000.00002026-06-30
PYXIS ONCOLOGY INC7473241011126,42042,000.00002026-06-30
AMERICAS GOLD AND SILVER COR03062D8031125,08026,500.00002026-06-30
FORUM MARKETS INC68236V4011120,00322,100.00002026-06-30
JOBY AVIATION INCG651631001118,63613,300.00002026-06-30
AMERICAN BITCOIN CORP.02462A1041117,150172,000.00002026-06-30
AMERICAN BATTERY TECHNOLOGY02451V3091111,78539,500.00002026-06-30