180 Wealth Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), 180 Wealth Advisors, LLC reported 422 stock positions worth $715.7 million. Its top holding was Microsoft (MSFT) at 7.4% of the portfolio, followed by Nvidia (NVDA, 4.4%) and Apple (AAPL, 3.0%). Compared with Q1 2025, it opened 28 new positions, sold out of 14, added to 163 and reduced 215. The biggest buy was Grail (GRAL, shares +11%) and the biggest sale Starbucks (SBUX, shares −5%).

Most Recent 13F
Q2 2026
Location
FEDERAL WAY, WA
CIK
0001730817
Portfolio Value
$715.7M (Q2 2025)
SEC Filing
0001085146-25-004341 ↗ filed Jul 31, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $556.1M Q1 2024 Q2 2024: $612.9M Q2 2024 Q3 2024: $635.0M Q3 2024 Q4 2024: $637.9M Q4 2024 Q1 2025: $626.7M Q1 2025 Q2 2025: $715.7M $715.7M Q2 2025 Q3 2025: $819.4M Q3 2025 Q4 2025: $877.0M Q4 2025 Q1 2026: $878.6M Q1 2026 Q2 2026: $996.1M Q2 2026

Holdings 422 stocks · $715.7M

MSFT Microsoft Corp. 7.36% 105,863 $52.7M Reduce -5.3%
NVDA Nvidia Corp. 4.35% 197,103 $31.1M Reduce -0.4%
AAPL Apple Inc. 3.02% 105,291 $21.6M Add +1.3%
AMZN Amazon.com Inc. 2.90% 94,638 $20.8M Add +1.2%
AVGO Broadcom Inc. 2.39% 61,974 $17.1M Reduce -3.5%
META Meta Platforms Inc. Class A 1.51% 14,666 $10.8M Reduce -0.8%
TSLA Tesla Inc. 1.49% 33,595 $10.7M Add +0.0%
MNKD Mannkind Corp. 1.35% 2,582,010 $9.7M Add +17.6%
VWO Vanguard Ftse Emerging Marke 1.31% 189,123 $9.4M Add +5.1%
SGOL Abrdn Physical Gold Shares 1.29% 292,910 $9.2M Add +0.0%
VIG Vanguard Dividend Apprec ETF 1.29% 44,987 $9.2M Reduce -1.6%
SLVP iShares MSCI Global Silver A 1.27% 512,226 $9.1M Add +3.1%
VYM Vanguard High DVD Yield ETF 1.18% 63,355 $8.4M Reduce -0.7%
BCX BlackRock Resources & Commod 1.07% 810,666 $7.7M Add +13.5%
TWLO Twilio Inc. Class A 1.07% 61,526 $7.7M Reduce -3.5%
RING iShares MSCI Global Gold Min 1.06% 173,495 $7.6M Reduce -1.2%
COST Costco Wholesale Corp. 1.05% 7,582 $7.5M Reduce -2.5%
PATH Uipath Inc. Class A 0.95% 533,525 $6.8M Reduce -3.0%
GOOG Alphabet Inc. Class C 0.95% 38,157 $6.8M Add +1.8%
WMT Walmart Inc. 0.92% 67,258 $6.6M Reduce -2.0%
GOOGL Alphabet Inc. Class A 0.89% 36,141 $6.4M Reduce -0.4%
TSM Taiwan Semiconductor-SP ADR 0.85% 26,979 $6.1M Reduce -0.2%
SNOW Snowflake Inc. 0.83% 26,475 $5.9M Reduce -2.5%
GRAL Grail Inc. 0.82% 113,548 $5.8M Add +11.4%
DFAI Dimensional International Co. 0.78% 161,981 $5.6M Add +14.3%
GDX Vaneck Gold Miners ETF 0.78% 107,204 $5.6M Add +2.1%
BRK.B Berkshire Hathaway Inc. Class B 0.76% 11,185 $5.4M Add +5.3%
JPM JPMorgan Chase & Co. 0.76% 18,734 $5.4M Reduce -1.5%
IUSV iShares Core S&P U.S. Value 0.75% 56,816 $5.4M Reduce -1.1%
SIVR Abrdn Physical Silver Shares 0.75% 155,650 $5.4M Add +2.7%
CMCSA Comcast Corp. Class A 0.72% 145,191 $5.2M Add +2.1%
VIGI Vanguard Int Div App Indx FD 0.70% 55,874 $5.0M Add +0.6%
EFV iShares MSCI Eafe Value ETF 0.70% 78,991 $5.0M Add +0.9%
IOO iShares Global 100 ETF 0.65% 43,120 $4.6M Reduce -2.2%
QCOM Qualcomm Inc. 0.61% 27,493 $4.4M Add +1.8%
PNC PNC Financial Services Group 0.61% 23,420 $4.4M Reduce -10.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.61% 14,778 $4.4M Reduce -5.1%
ETN Eaton Corp. PLC 0.58% 11,676 $4.2M Add +3.4%
V Visa Inc. Class A 0.57% 11,472 $4.1M Reduce -0.9%
SCHW Schwab (charles) Corp. 0.56% 43,728 $4.0M Add +2.0%
EMR Emerson Electric Co. 0.53% 28,191 $3.8M Add +1.9%
SBUX Starbucks Corp. 0.52% 40,712 $3.7M Reduce -5.1%
BLK BlackRock Inc. 0.52% 3,549 $3.7M Reduce -1.3%
DFAU Dimensional US Core Equity M 0.51% 85,354 $3.6M Add +4.6%
GS Goldman Sachs Group Inc. 0.50% 5,063 $3.6M Reduce -1.3%
P Everpure Inc. Class A filed as PURE STORAGE INC 0.50% 61,828 $3.6M Reduce -2.4%
VYMI Vanguard Int High DVD YLD Inc. 0.49% 44,219 $3.5M Add +2.2%
XOM Exxon Mobil Corp. 0.49% 32,427 $3.5M Reduce -1.0%
NXPI NXP Semiconductors NV 0.48% 15,749 $3.4M Add +2.4%
ET Energy Transfer LP 0.48% 189,299 $3.4M Reduce -8.7%
ILMN Illumina Inc. 0.47% 35,164 $3.4M Add +8.4%
EBAY eBay Inc. 0.47% 44,905 $3.3M Add +1.0%
MDT Medtronic PLC 0.46% 37,821 $3.3M Add +2.1%
BA The Boeing Co. 0.46% 15,645 $3.3M Reduce -0.5%
FCX Freeport-McMoran Inc. 0.45% 74,400 $3.2M Reduce -1.3%
MRK Merck & Co. Inc. 0.44% 39,599 $3.1M Add +14.3%
CRM Salesforce Inc. 0.43% 11,233 $3.1M Reduce -2.4%
VTI VG Morningstar TS MKT ETF-US 0.41% 9,687 $2.9M Reduce -0.7%
ARM Arm Holdings PLC-ADR 0.41% 18,149 $2.9M Add +121.7%
DFAS Dimensional US Small Cap ETF 0.41% 46,021 $2.9M Add +45.6%
NFLX Netflix Inc. 0.40% 2,134 $2.9M Reduce -18.4%
DGRO iShares Core Dividend Growth 0.39% 43,853 $2.8M Reduce -17.1%
AMT American Tower Corp. 0.38% 12,374 $2.7M Add +1.9%
QLD Proshares Ultra QQQ 0.38% 23,135 $2.7M New
IEFA iShares Core MSCI Eafe ETF 0.38% 32,302 $2.7M Reduce -1.4%
PEP Pepsico Inc. 0.37% 20,304 $2.7M Add +4.2%
XLE SS Energy Select Sector 0.37% 31,564 $2.7M Add +24.4%
AMGN Amgen Inc. 0.37% 9,534 $2.7M Add +2.5%
INTC Intel Corp. 0.37% 118,095 $2.6M Reduce -7.7%
VOO Vanguard S&P 500 ETF 0.36% 4,580 $2.6M No change
CVX Chevron Corp. 0.36% 18,133 $2.6M Reduce -1.0%
PLD Prologis Inc. 0.36% 24,413 $2.6M Add +3.4%
XME SS SPDR S&P Metals Mining 0.35% 36,817 $2.5M Add +6.3%
ZS Zscaler Inc. 0.34% 7,861 $2.5M Reduce -3.9%
TDF Templeton Dragon Fund Inc. 0.34% 246,092 $2.5M Add +11.3%
AMAT Applied Materials Inc. 0.34% 13,386 $2.5M Reduce -2.0%
LRCX Lam Research Corp. 0.33% 24,293 $2.4M Reduce -0.9%
TMUS T-Mobile US Inc. 0.33% 9,902 $2.4M Reduce -8.0%
MCHI iShares MSCI China ETF 0.33% 42,456 $2.3M Add +18.5%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.33% 14,217 $2.3M Add +0.8%
SYM Symbotic Inc. 0.32% 58,521 $2.3M Add +9.1%
IDV iShares International Select 0.32% 65,790 $2.3M Add +0.1%
BSV Vanguard Short-Term Bond ETF 0.32% 28,648 $2.3M Reduce -5.3%
USMV iShares MSCI USA Min Vol Fac 0.31% 23,689 $2.2M Reduce -7.7%
APD Air Products & Chemicals Inc. 0.31% 7,860 $2.2M Add +3.7%
DFAE Dimensional Emerging Core Eq 0.31% 75,545 $2.2M Add +8.3%
CRWD CrowdStrike Holdings Inc. Class A 0.30% 4,277 $2.2M Add +11.2%
LLY Eli Lilly & Co. 0.30% 2,763 $2.2M Add +4.9%
BALL Ball Corp. 0.30% 37,785 $2.1M Add +4.2%
LAD Lithia Motors Inc. 0.29% 6,143 $2.1M Add +9.1%
JNJ Johnson & Johnson 0.29% 13,520 $2.1M Reduce -5.3%
TYG Tortoise Energy Infrastruct 0.29% 46,905 $2.1M Reduce -3.8%
HD Home Depot Inc. 0.28% 5,555 $2.0M Reduce -0.0%
VT Vanguard Tot World STK ETF 0.28% 15,674 $2.0M Reduce -0.6%
ISRG Intuitive Surgical Inc. 0.27% 3,620 $2.0M Reduce -6.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.27% 9,788 $1.9M Reduce -0.3%
RTX RTX Corp. 0.26% 12,894 $1.9M Reduce -1.6%
LMT Lockheed Martin Corp. 0.26% 4,058 $1.9M Reduce -4.0%
VTWO Vanguard Russell 2000 ETF 0.26% 21,545 $1.9M Reduce -5.0%
T AT&T Inc. 0.26% 63,483 $1.8M Reduce -10.8%
REMX Vaneck Rar Earth ND STG-Usdi 0.26% 45,258 $1.8M Add +24.6%
HQL Abrdn Life Sciences Investor 0.26% 143,098 $1.8M Add +5.1%
DES Wisdomtree US Smallcap Divid 0.26% 57,614 $1.8M Reduce -0.9%
ORCL Oracle Corp. 0.25% 8,155 $1.8M Reduce -0.1%
GE General Electric filed as GE AEROSPACE 0.23% 6,354 $1.6M Reduce -0.0%
GNTX Gentex Corp. 0.22% 73,156 $1.6M Add +4.7%
GEV GE Vernova Inc. 0.22% 3,023 $1.6M Add +71.8%
AER Aercap Holdings NV 0.21% 13,133 $1.5M Reduce -10.6%
ALL Allstate Corp. 0.21% 7,538 $1.5M Reduce -1.3%
EW Edwards Lifesciences Corp. 0.21% 19,125 $1.5M Reduce -4.8%
VZ Verizon Communications Inc. 0.21% 34,416 $1.5M Reduce -12.4%
URNM Sprott Uranium Miners ETF 0.20% 30,404 $1.5M Add +18.1%
HDV iShares Core High Dividend E 0.20% 11,988 $1.4M Reduce -0.8%
CYBR Cyberark Software Ltd./Israel 0.20% 3,437 $1.4M Reduce -1.5%
GGZ Gabelli Global Small & M 0.20% 104,941 $1.4M Add +6.5%
TIP iShares Tips Bond ETF 0.19% 12,538 $1.4M Reduce -6.4%
QQQ Invesco QQQ Trust Series 1 0.19% 2,497 $1.4M Add +0.6%
GILD Gilead Sciences Inc. 0.19% 12,387 $1.4M Add +13.0%
ANET Arista Networks Inc. 0.19% 13,162 $1.3M Reduce -3.7%
NOW ServiceNow Inc. 0.19% 1,293 $1.3M Reduce -5.5%
ACGL Arch Capital Group Ltd. 0.19% 14,594 $1.3M Reduce -5.8%
PG The Procter & Gamble Co. 0.18% 8,275 $1.3M Add +0.2%
EWBC East West Bancorp Inc. 0.18% 12,946 $1.3M Reduce -4.8%
XYL Xylem Inc. 0.18% 9,995 $1.3M Reduce -5.2%
UNP Union Pacific Corp. 0.18% 5,516 $1.3M Add +1.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.17% 2,804 $1.2M Add +14.8%
VB Vanguard Most SM-Cap ETF-Usd 0.17% 5,124 $1.2M Add +8.4%
CROX Crocs Inc. 0.17% 11,824 $1.2M Reduce -5.8%
KWEB Kranesh Csi China Internet 0.16% 34,357 $1.2M Add +17.4%
BHP BHP Group Ltd.-Spon ADR 0.16% 24,260 $1.2M Add +11.7%
EPD Enterprise Products Partners 0.16% 37,294 $1.2M Add +18.4%
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 0.16% 31,269 $1.2M Add +1.3%
VAL Valaris Ltd. 0.16% 27,282 $1.1M Add +66.6%
HPE Hewlett Packard Enterprise 0.16% 55,579 $1.1M Add +9.9%
AXP American Express Co. 0.16% 3,536 $1.1M Reduce -1.9%
DVYE iShares Emerging Markets Div 0.16% 39,206 $1.1M Add +7.0%
PFE Pfizer Inc. 0.16% 46,197 $1.1M Add +10.9%
XGDVX Gabelli Dividend & Income TR 0.15% 42,512 $1.1M Reduce -1.2%
OGN Organon & Co. 0.15% 113,354 $1.1M Add +77.7%
GM General Motors Co. 0.15% 22,249 $1.1M Reduce -13.1%
DAL Delta Air Lines Inc. 0.15% 22,059 $1.1M Reduce -1.3%
WELL Welltower Inc. 0.15% 6,919 $1.1M Add +17.7%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.15% 31,255 $1.1M Reduce -0.2%
ASML ASML Holding NV-NY Reg SHS 0.14% 1,293 $1.0M Add +7.9%
PLTR Palantir Technologies Inc. Class A 0.14% 7,412 $1.0M Add +2.7%
WMB Williams Cos Inc. 0.14% 16,014 $1.0M Reduce -1.9%
OUST Ouster Inc. 0.14% 41,014 $995K Add +2.8%
MP MP Materials Corp. 0.14% 29,869 $994K Add +1.8%
MMM 3M Co. 0.13% 6,296 $959K Reduce -4.4%
PVH PVH Corp. 0.13% 13,968 $958K Add +2.2%
NEM Newmont Corp. 0.13% 15,873 $925K Reduce -15.2%
GD General Dynamics Corp. 0.13% 3,167 $924K Reduce -1.8%
BABA Alibaba Group Holding-SP ADR 0.13% 8,000 $907K Reduce -1.0%
CAT Caterpillar Inc. 0.13% 2,307 $896K Reduce -1.5%
CPNG Coupang Inc. 0.12% 29,787 $892K Reduce -7.4%
COPX Global X Copper Miners ETF 0.12% 19,789 $891K Add +20.6%
PL Planet Labs PBC 0.12% 145,918 $890K Reduce -4.4%
CBRE GBL REAL ESTATE INC FD 0.12% 165,457 $875K Reduce -0.4%
GRMN Garmin Ltd. 0.12% 4,163 $869K Reduce -11.9%
QS Quantumscape Corp. 0.12% 128,988 $867K Add +4.1%
KALU Kaiser Aluminum Corp. 0.12% 10,778 $861K Add +28.8%
IJR iShares Core S&P Small-Cap E 0.12% 7,879 $861K Reduce -1.7%
XLK SS Technology Select Sector 0.12% 3,376 $855K Add +7.8%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 0.12% 31,422 $852K Add +10.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 17,820 $843K Add +1.5%
VST Vistra Corp. 0.12% 4,341 $841K Add +0.9%
BKR Baker Hughes Co. 0.12% 21,913 $840K Reduce -3.6%
NVTS Navitas Semiconductor Corp. 0.12% 126,269 $827K Add +29.4%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.12% 1,876 $827K No change
CGGR Cap Group Growth Equity 0.12% 20,294 $825K Reduce -3.3%
REET iShares Global REIT ETF 0.11% 32,426 $801K Add +2.0%
NTNX Nutanix Inc. Class A 0.11% 10,364 $792K Reduce -7.8%
VOC Voc Energy Trust 0.11% 276,729 $791K Add +19.8%
ADBE Adobe Inc. 0.11% 2,036 $788K Add +5.3%
OC Owens Corning 0.11% 5,688 $782K Reduce -17.8%
UAL United Airlines Holdings Inc. 0.11% 9,808 $781K Reduce -17.8%
KD Kyndryl Holdings Inc. 0.11% 18,310 $768K Reduce -14.0%
VALE Vale SA-SP ADR 0.11% 78,285 $760K Add +5.4%
UBER Uber Technologies Inc. 0.11% 8,133 $759K Reduce -24.1%
GLW Corning Inc. 0.11% 14,377 $756K Reduce -7.2%
TRP TC Energy Corp. 0.11% 15,479 $755K Reduce -2.4%
VAW Vanguard Materials ETF 0.11% 3,865 $753K Add +0.3%
MRVL Marvell Technology Inc. 0.10% 9,589 $742K Add +8.4%
BMY Bristol-Myers Squibb Co. 0.10% 16,015 $741K Reduce -12.7%
CSCO Cisco Systems Inc. 0.10% 10,621 $737K Add +6.7%
IVV iShares Core S&P 500 ETF 0.10% 1,182 $734K Reduce -25.8%
WBD Warner Bros Discovery Inc. 0.10% 63,380 $726K Reduce -14.0%
PM Philip Morris International 0.10% 3,980 $725K Reduce -1.7%
LULU Lululemon Athletica Inc. 0.10% 3,043 $723K Reduce -15.4%
DVN Devon Energy Corp. 0.10% 22,583 $718K Reduce -7.3%
RIG Transocean Ltd. 0.10% 276,851 $717K Add +69.3%
WY Weyerhaeuser Co. 0.10% 27,752 $713K Add +14.4%
DFAT Dimensional US Target Value 0.10% 13,112 $708K Add +11.3%
SWKS Skyworks Solutions Inc. 0.10% 9,382 $699K Reduce -3.3%
GLD SPDR Gold Shares 0.10% 2,286 $697K Add +0.3%
DOW Dow Inc. 0.10% 26,288 $696K Add +43.2%
MO Altria Group Inc. 0.10% 11,853 $695K Reduce -1.8%
MA Mastercard Inc. Class A 0.10% 1,236 $695K Reduce -7.3%
KGC Kinross Gold Corp. 0.09% 43,196 $675K Reduce -0.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.09% 3,777 $668K Add +16.0%
GBTC Grayscale Bitcoin Trust ETF 0.09% 7,862 $667K New
GDXJ Vaneck Junior Gold Miners 0.09% 9,834 $665K Add +16.1%
MBB iShares MBS ETF 0.09% 7,077 $664K Reduce -4.2%
RIO Rio Tinto PLC-Spon ADR 0.09% 11,381 $664K Reduce -7.6%
SHEL Shell PLC-ADR 0.09% 9,400 $662K Add +1.4%
MRNA Moderna Inc. 0.09% 23,928 $660K Add +2.8%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.09% 20,572 $658K Reduce -13.8%
CLF Cleveland-Cliffs Inc. 0.09% 86,508 $657K Add +36.4%
BSX Boston Scientific Corp. 0.09% 6,031 $648K Reduce -3.5%
MU Micron Technology Inc. 0.09% 5,235 $645K Add +1.9%
SHOP Shopify Inc. Class A 0.09% 5,592 $645K Reduce -1.0%
XBI SS SPDR S&P Biotech ETF 0.09% 7,711 $639K Add +24.6%
PYPL PayPal Holdings Inc. 0.09% 8,431 $627K Reduce -4.7%
MOS The Mosaic Co. 0.09% 17,004 $620K Reduce -6.9%
SU Suncor Energy Inc. 0.09% 16,394 $614K Add +4.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.09% 993 $614K Add +5.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.09% 4,952 $612K Reduce -2.8%
PINS Pinterest Inc. Class A 0.08% 16,527 $593K Add +38.5%
TD Toronto-Dominion Bank 0.08% 8,025 $589K Reduce -1.7%
KLAC KLA Corp. 0.08% 655 $587K Reduce -4.4%
ETSY Etsy Inc. 0.08% 11,604 $582K Reduce -1.9%
NOC Northrop Grumman Corp. 0.08% 1,151 $575K Reduce -1.8%
PGR Progressive Corp. 0.08% 2,147 $573K Reduce -33.7%
CB Chubb Ltd. 0.08% 1,942 $563K Reduce -8.1%
ZTS Zoetis Inc. 0.08% 3,593 $560K Reduce -3.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.08% 4,517 $560K Reduce -6.3%
JD Jd.com Inc.-ADR 0.08% 16,698 $545K Reduce -5.4%
IJH iShares Core S&P Midcap ETF 0.08% 8,771 $544K Reduce -4.0%
ELAN Elanco Animal Health Inc. 0.08% 37,820 $540K Add +14.8%
AMD Advanced Micro Devices 0.08% 3,799 $539K Reduce -5.7%
FSLY Fastly Inc. Class A 0.08% 76,309 $539K Reduce -1.2%
MCD McDonald's Corp. 0.07% 1,834 $536K Reduce -2.1%
FOXA Fox Corp. Class A 0.07% 9,557 $536K Add +1.1%
XYZ Block Inc. 0.07% 7,840 $533K Add +91.8%
VXUS Vanguard Total Intl Stock 0.07% 7,680 $531K Add +9.1%
EA Electronic Arts Inc. 0.07% 3,320 $530K New
WDS Woodside Energy Group-ADR 0.07% 33,969 $524K Add +5.4%
KO The Coca-Cola Co. 0.07% 7,391 $523K Reduce -2.9%
KMB Kimberly-Clark Corp. 0.07% 4,042 $521K Reduce -0.4%
AZN Astrazeneca PLC-Spons ADR 0.07% 7,446 $520K Reduce -2.3%
KMI Kinder Morgan Inc. 0.07% 17,074 $502K Reduce -2.3%
ATO Atmos Energy Corp. 0.07% 3,246 $500K Reduce -15.5%
PH Parker Hannifin Corp. 0.07% 700 $489K Add +12.9%
ESTC Elastic NV 0.07% 5,797 $489K Reduce -5.7%
LNC Lincoln National Corp. 0.07% 14,010 $485K Reduce -5.7%
SPOT Spotify Technology SA 0.07% 626 $480K Reduce -5.7%
XMYDX BlackRock Muniyield Fund 0.07% 47,795 $480K Reduce -0.1%
LOW Lowe's Cos Inc. 0.07% 2,158 $479K Reduce -0.1%
HMC Honda Motor Co. Ltd.-Spons ADR 0.07% 16,414 $473K Reduce -4.5%
TMO Thermo Fisher Scientific Inc. 0.07% 1,166 $473K Add +1.1%
JOE The St Joe Co. 0.07% 9,805 $468K Add +52.5%
GIS General Mills Inc. 0.07% 9,023 $467K Add +15.3%
DE Deere & Co. 0.07% 917 $466K Reduce -3.0%
DVY iShares Select Dividend ETF 0.06% 3,497 $464K Add +0.1%
WFC Wells Fargo & Co. 0.06% 5,730 $459K Reduce -1.8%
MASI Masimo Corp. 0.06% 2,714 $457K Reduce -1.6%
SILJ Amplify Junior Silver Miners 0.06% 30,783 $456K Add +26.7%
GT Goodyear Tire & Rubber Co. 0.06% 43,895 $455K Add +39.8%
SHY iShares 1-3 Year Treasury Bo 0.06% 5,432 $450K Reduce -3.8%
UWMC Uwm Holdings Corp. 0.06% 107,822 $446K Add +59.7%
RACE Ferrari NV 0.06% 909 $446K Reduce -6.9%
NVDL Granitesh 2X LNG Nvda ETF 0.06% 6,328 $446K New
ED Consolidated Edison Inc. 0.06% 4,415 $443K Reduce -8.6%
IBKR Interactive Brokers Gro Class A 0.06% 7,968 $442K No change
ABBV Abbvie Inc. 0.06% 2,376 $441K Reduce -5.9%
HON Honeywell International Inc. 0.06% 1,861 $433K Reduce -0.1%
AXON Axon Enterprise Inc. 0.06% 519 $430K Add +35.2%
FDVV Fidelity High Dividend ETF 0.06% 8,255 $429K Reduce -1.1%
SCCO Southern Copper Corp. 0.06% 4,235 $428K Reduce -0.2%
THC Tenet Healthcare Corp. 0.06% 2,428 $427K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 1,518 $425K Reduce -0.1%
EWX State Street SPDR S&P Emergi 0.06% 6,827 $423K Add +4.0%
LIN Linde PLC 0.06% 891 $418K Add +15.0%
EEM iShares MSCI Emerging Market 0.06% 8,644 $417K Add +2.4%
ETG Eaton Vance T/A GL DVD Incm 0.06% 19,879 $416K Reduce -3.1%
BMBL Bumble Inc. Class A 0.06% 62,071 $409K Reduce -11.3%
AVXL Anavex Life Sciences Corp. 0.06% 44,050 $406K Add +213.4%
QRVO Qorvo Inc. 0.06% 4,766 $405K Reduce -9.3%
TDW Tidewater Inc. 0.06% 8,760 $404K Add +38.6%
MET Metlife Inc. 0.06% 5,016 $403K Add +35.1%
ADSK Autodesk Inc. 0.06% 1,276 $395K Reduce -7.4%
SYF Synchrony Financial 0.05% 5,872 $392K Add +49.3%
VCIT Vanguard Int-Term Corporate 0.05% 4,684 $388K Reduce -14.3%
LNG Cheniere Energy Inc. 0.05% 1,585 $386K Reduce -3.8%
INCY Incyte Corp. 0.05% 5,613 $382K Add +1.1%
URI United Rentals Inc. 0.05% 507 $382K Reduce -4.0%
DRI Darden Restaurants Inc. 0.05% 1,747 $381K Reduce -23.5%
NTR Nutrien Ltd. 0.05% 6,518 $380K Reduce -8.5%
NVO Novo-Nordisk A/S-Spons ADR 0.05% 5,492 $379K Add +9.5%
WDAY Workday Inc. Class A 0.05% 1,568 $376K Add +7.2%
VOD Vodafone Group PLC-SP ADR 0.05% 34,965 $373K Reduce -19.3%
HCA HCA Healthcare Inc. 0.05% 965 $370K Reduce -3.8%
IWM iShares Russell 2000 ETF 0.05% 1,695 $366K Add +7.9%
TTE Totalenergies SE -Spon ADR 0.05% 5,927 $364K Add +0.8%
DHI D.R. Horton Inc. 0.05% 2,812 $363K Reduce -8.8%
FDX FedEx Corp. 0.05% 1,586 $361K No change
MPC Marathon Petroleum Corp. 0.05% 2,168 $360K Reduce -8.6%
F Ford Motor Co. filed as FORD MTR CO 0.05% 33,068 $359K Add +1.2%
COP Conocophillips 0.05% 3,987 $358K Add +3.6%
CRSP Crispr Therapeutics AG 0.05% 7,345 $357K Add +15.7%
LEO BNY Mellon Strategic Muni 0.05% 60,063 $356K Add +2.8%
CSX CSX Corp. 0.05% 10,884 $355K Reduce -27.9%
CTRA Coterra Energy Inc. 0.05% 13,980 $355K Add +1.0%
SONY Sony Group Corp. - SP ADR 0.05% 13,511 $352K Reduce -6.6%
TXN Texas Instruments Inc. 0.05% 1,688 $350K Reduce -2.6%
DGRE Wisdomtree Emerging Markets 0.05% 12,580 $347K Add +0.6%
ITOT iShares Core S&P Total U.S. 0.05% 2,565 $346K Reduce -4.2%
NOK Nokia Corp.-Spon ADR 0.05% 66,840 $346K Reduce -21.5%
HUM Humana Inc. 0.05% 1,415 $346K Add +1.6%
EWJ iShares MSCI Japan ETF 0.05% 4,567 $342K Reduce -2.0%
EOG EOG Resources Inc. 0.05% 2,845 $340K Add +0.5%
SPGI S&P Global Inc. 0.05% 645 $340K Reduce -0.6%
TRI Thomson Reuters Corp. 0.05% 1,680 $338K Add +17.6%
VGT Vanguard Info Tech ETF 0.05% 508 $337K Reduce -7.5%
INTU Intuit Inc. 0.05% 423 $333K Reduce -3.2%
VSS Vanguard Ftse All Wo X-US SC 0.05% 2,474 $333K Add +13.6%
ADP Automatic Data Processing 0.05% 1,055 $325K Reduce -6.0%
NUGT Dirxn DLY GM Indx B2X ETF-Ui 0.05% 4,361 $324K Reduce -35.3%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.05% 884 $324K No change
TM Toyota Motor Corp. -Spon ADR 0.04% 1,864 $321K Reduce -0.8%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.04% 5,277 $321K Reduce -4.7%
XLF SS Financial Select Sector 0.04% 6,119 $320K Add +7.9%
IVW iShares S&P 500 Growth ETF 0.04% 2,904 $320K Reduce -18.1%
O Realty Income Corp. 0.04% 5,476 $315K Reduce -2.7%
NET Cloudflare Inc. Class A 0.04% 1,607 $315K New
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.04% 6,791 $314K Reduce -19.1%
XLI SS Industrial Select Sector 0.04% 2,126 $314K Reduce -2.5%
PANW Palo Alto Networks Inc. 0.04% 1,526 $312K Reduce -26.4%
TSBK Timberland Bancorp Inc. 0.04% 10,000 $312K No change
TSLL Dirx DLY Tsla Bul 2X ETF-Aui 0.04% 26,337 $311K New
ORLY O'reilly Automotive Inc. 0.04% 3,443 $310K Add +0.2%
MUFG Mitsubishi Ufj Finl-Spon ADR 0.04% 22,434 $308K Reduce -1.9%
NIO Nio Inc. - ADR 0.04% 89,627 $307K Reduce -4.5%
XBKNX BlackRock Invest QLTY Muni 0.04% 27,770 $303K No change
ITW Illinois Tool Works 0.04% 1,223 $302K Reduce -1.1%
IP International Paper Co. 0.04% 6,452 $302K Reduce -3.6%
SNY Sanofi-ADR 0.04% 6,201 $300K Reduce -1.1%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.04% 7,509 $297K Add +2.2%
IEMG iShares Core MSCI Emerging 0.04% 4,903 $294K Add +5.1%
CAG Conagra Brands Inc. 0.04% 14,260 $292K New
U Unity Software Inc. 0.04% 11,952 $289K Reduce -3.0%
NGG National Grid PLC-SP ADR 0.04% 3,882 $289K Reduce -6.5%
RELX Relx PLC - Spon ADR 0.04% 5,296 $288K Add +17.1%
MCK McKesson Corp. 0.04% 392 $287K Reduce -0.8%
CMG Chipotle Mexican Grill Inc. 0.04% 5,063 $284K Add +3.6%
UNH Unitedhealth Group Inc. 0.04% 903 $282K Add +27.7%
ABT Abbott Laboratories 0.04% 2,038 $277K Add +12.7%
MTCH Match Group Inc. 0.04% 8,861 $274K Reduce -0.1%
PAGP Plains GP Holdings LP 0.04% 14,000 $272K No change
ACN Accenture PLC Class A 0.04% 907 $271K Reduce -4.1%
AGQ Proshares Ultra Silver 0.04% 5,630 $267K Reduce -9.1%
PFF iShares Preferred & Income S 0.04% 8,706 $267K No change
VERU Veru Inc. 0.04% 458,887 $267K Add +5.9%
PSEC Prospect Capital Corp. 0.04% 83,839 $267K Add +368.7%
IDXX Idexx Laboratories Inc. 0.04% 495 $266K Reduce -13.8%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.04% 8,090 $264K Reduce -2.5%
PFG Principal Financial Group 0.04% 3,287 $261K Reduce -3.5%
UPS United Parcel Service Class B 0.04% 2,582 $261K Add +11.6%
EXPD Expeditors Intl Wash Inc. 0.04% 2,255 $258K Reduce -6.2%
XIFR XPLR Infrastructure LP 0.04% 31,371 $257K Reduce -2.4%
TTWO Take-Two Interactive Softwre 0.04% 1,047 $254K Reduce -0.9%
BP BP PLC-Spons ADR 0.04% 8,438 $253K Reduce -7.8%
DLR Digital Realty Trust Inc. 0.04% 1,440 $251K Reduce -0.2%
CRS Carpenter Technology 0.04% 908 $251K Reduce -19.6%
XLY SS Consumer Disc Select Sect 0.04% 1,152 $250K New
EFAV iShares MSCI Eafe Min Vol Fa 0.04% 2,978 $250K Reduce -3.2%
VTEB Vanguard Tax-Exempt Bond ETF 0.03% 5,050 $248K Add +3.1%
TEL Te Connectivity PLC 0.03% 1,466 $247K Reduce -0.7%
AN Autonation Inc. 0.03% 1,238 $246K Reduce -2.1%
SLV iShares Silver Trust 0.03% 7,486 $246K Reduce -14.1%
DFAC Dimensional US Core Equity 2 0.03% 6,806 $244K New
TRMB Trimble Inc. 0.03% 3,162 $240K New
EDC Dir Da Ms Em Ma Bul 3X ETF-U 0.03% 6,118 $239K New
ANF Abercrombie & Fitch Co. Class A 0.03% 2,847 $236K New
IVE iShares S&P 500 Value ETF 0.03% 1,206 $236K Reduce -2.6%
ALK Alaska Air Group Inc. 0.03% 4,687 $232K Reduce -2.8%
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.03% 2,081 $230K New
IWD iShares Russell 1000 Value E 0.03% 1,175 $228K Reduce -12.8%
HES Hess Corp. 0.03% 1,643 $228K New
NUE Nucor Corp. 0.03% 1,735 $225K New
ULTA Ulta Beauty Inc. 0.03% 480 $225K New
IWF iShares Russell 1000 Growth 0.03% 527 $224K New
HOOD Robinhood Markets Inc. Class A 0.03% 2,386 $223K New
NVS Novartis AG-Sponsored ADR 0.03% 1,844 $223K New
IFRA iShares US Infrastructure 0.03% 4,516 $222K New
CCEP Coca-Cola Europacific Partne 0.03% 2,393 $222K Reduce -2.2%
CCL Carnival Corp. 0.03% 7,830 $220K New
XGLQX Clough Global Equity Fund 0.03% 30,443 $217K Reduce -0.9%
MGA Magna International Inc. 0.03% 5,527 $213K New
DUK Duke Energy Corp. 0.03% 1,808 $213K Reduce -2.3%
DT Dynatrace Inc. 0.03% 3,805 $210K Reduce -11.4%
DELL Dell Technologies -C 0.03% 1,688 $207K New
XLV SS Health Care Select Sector 0.03% 1,533 $207K Add +5.9%
C Citigroup Inc. 0.03% 2,425 $206K New
SAP Sap SE-Sponsored ADR 0.03% 674 $205K New
GOLD Gold.com Inc. filed as A-MARK PRECIOUS METALS INC 0.03% 9,091 $202K New
QUAL iShares MSCI USA Quality Fac 0.03% 1,102 $201K Reduce -12.1%
BTZ BlackRock Credit Allocation 0.03% 18,416 $201K No change
RXRX Recursion Pharmaceuticals-A 0.03% 39,430 $200K Add +37.1%
EVN Eaton Vance Muni Inc. TR 0.03% 18,865 $193K No change
AGNC AGNC Investment Corp. 0.02% 18,959 $174K Add +10.6%
FBIO Fortress Biotech Inc. 0.02% 93,050 $173K Add +6.4%
NFE New Fortress Energy Inc. 0.02% 48,528 $161K Add +93.3%
TELFY Telefonica SA-Spon ADR 0.02% 28,704 $150K Reduce -2.1%
ASAN Asana Inc. Class A 0.02% 10,769 $145K Add +7.2%
CNH CNH Industrial NV 0.02% 10,507 $136K Reduce -37.3%
IVR Invesco Mortgage Capital 0.02% 16,018 $126K Add +6.3%
ASX Ase Technology Holding -ADR 0.02% 12,070 $125K Add +0.6%
SKIN Skinhealth Systems Inc. filed as THE BEAUTY HEALTH COMPANY 0.02% 63,990 $122K Reduce -21.8%
ACHR Archer Aviation Inc. Class A 0.02% 10,808 $117K Reduce -0.3%
PHK PIMCO High Income Fund 0.01% 22,175 $106K Add +11.3%
JPC Nuveen Prefered & Income Opp 0.01% 13,069 $105K No change
BFK BlackRock Municipal Inc. TRST 0.01% 10,621 $102K No change
ABEV Ambev SA-ADR 0.01% 37,591 $91K Add +4.1%
CALC Calcimedica Inc. 0.01% 50,450 $81K Add +207.6%
BFLY Butterfly Network Inc. 0.01% 36,911 $74K Reduce -2.5%
GLO Clough Global Opportunities 0.01% 13,300 $72K Reduce -45.0%
CIFR Cipher Digital Inc. 0.01% 10,000 $48K No change
DNUT Krispy Kreme Inc. 0.01% 16,220 $47K New
ALT Altimmune Inc. 0.01% 11,300 $44K Reduce -6.4%
DSX Diana Shipping Inc. 0.01% 26,000 $38K No change
GRYPHON DIGITAL MNG INC 0.00% 17,700 $16K New
Other holdings (4): bonds, preferreds, convertibles and warrants · $1.3M (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 938$1.1MAdd +18.4%
BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) NOTE 5.500% 3/1 · principal 59,000$57KNo change
OKTA INC (OKTA 0.125 09/01/25) NOTE 0.125% 9/0 · principal 48,000$48KNo change
LENDINGTREE INC (TREE 0.5 07/15/25) NOTE 0.500% 7/1 · principal 12,000$12KNo change

Total filed on the 13F, all lines: $717.0M.

Portfolio Sells Q1 2025 → Q2 2025

SBUX Starbucks Corp. Reduce -5.1% 0.52% −0.15
ET Energy Transfer LP Reduce -8.7% 0.48% −0.14
XOM Exxon Mobil Corp. Reduce -1.0% 0.49% −0.13
VYM Vanguard High DVD Yield ETF Reduce -0.7% 1.18% −0.13
TMUS T-Mobile US Inc. Reduce -8.0% 0.33% −0.13
DGRO iShares Core Dividend Growth Reduce -17.1% 0.39% −0.13
VIG Vanguard Dividend Apprec ETF Reduce -1.6% 1.29% −0.13
CVX Chevron Corp. Reduce -1.0% 0.36% −0.13
COST Costco Wholesale Corp. Reduce -2.5% 1.05% −0.13
PNC PNC Financial Services Group Reduce -10.5% 0.61% −0.12
RKLB Rocket Lab USA Inc. Sold out 0.00% −0.10
IUSV iShares Core S&P U.S. Value Reduce -1.1% 0.75% −0.09
INTC Intel Corp. Reduce -7.7% 0.37% −0.09
JNJ Johnson & Johnson Reduce -5.3% 0.29% −0.09
V Visa Inc. Class A Reduce -0.9% 0.57% −0.08
VZ Verizon Communications Inc. Reduce -12.4% 0.21% −0.08
BMY Bristol-Myers Squibb Co. Reduce -12.7% 0.10% −0.07
USMV iShares MSCI USA Min Vol Fac Reduce -7.7% 0.31% −0.07
PGR Progressive Corp. Reduce -33.7% 0.08% −0.07
CRM Salesforce Inc. Reduce -2.4% 0.43% −0.07
T AT&T Inc. Reduce -10.8% 0.26% −0.06
BSV Vanguard Short-Term Bond ETF Reduce -5.3% 0.32% −0.06
LULU Lululemon Athletica Inc. Reduce -15.4% 0.10% −0.06
SLB SLB Ltd. Reduce -0.2% 0.15% −0.06
ACGL Arch Capital Group Ltd. Reduce -5.8% 0.19% −0.05
B Barrick Gold Corp. Sold out 0.00% −0.05
EXCHANGE TRADED CONCEPTS TRU Sold out 0.00% −0.05
OC Owens Corning Reduce -17.8% 0.11% −0.05
TYG Tortoise Energy Infrastruct Reduce -3.8% 0.29% −0.05
CROX Crocs Inc. Reduce -5.8% 0.17% −0.05
DVN Devon Energy Corp. Reduce -7.3% 0.10% −0.04
TIP iShares Tips Bond ETF Reduce -6.4% 0.19% −0.04
BABA Alibaba Group Holding-SP ADR Reduce -1.0% 0.13% −0.04
PROSHARES ULTRA BLOOMBERG NA Sold out 0.00% −0.04
WMT Walmart Inc. Reduce -2.0% 0.92% −0.04
GRMN Garmin Ltd. Reduce -11.9% 0.12% −0.04
BKR Baker Hughes Co. Reduce -3.6% 0.12% −0.04
DES Wisdomtree US Smallcap Divid Reduce -0.9% 0.26% −0.04
ALL Allstate Corp. Reduce -1.3% 0.21% −0.04
HD Home Depot Inc. Reduce -0.0% 0.28% −0.04
IVV iShares Core S&P 500 ETF Reduce -25.8% 0.10% −0.04
JD Jd.com Inc.-ADR Reduce -5.4% 0.08% −0.04
GM General Motors Co. Reduce -13.1% 0.15% −0.04
LMT Lockheed Martin Corp. Reduce -4.0% 0.26% −0.04
HDV iShares Core High Dividend E Reduce -0.8% 0.20% −0.04
VRTX Vertex Pharmaceuticals Inc. Sold out 0.00% −0.04
RRC Range Resources Corp. Sold out 0.00% −0.03
AI C3.AI Inc. Class A Sold out 0.00% −0.03
ETR Entergy Corp. Sold out 0.00% −0.03
XPEV Xpeng Inc. - ADR Sold out 0.00% −0.03

Portfolio Buys Q1 2025 → Q2 2025

GRAL Grail Inc. Add +11.4% 0.82% +0.40
QLD Proshares Ultra QQQ New 0.38% +0.38
ARM Arm Holdings PLC-ADR Add +121.7% 0.41% +0.27
SYM Symbotic Inc. Add +9.1% 0.32% +0.14
GEV GE Vernova Inc. Add +71.8% 0.22% +0.14
DFAS Dimensional US Small Cap ETF Add +45.6% 0.41% +0.11
TSLA Tesla Inc. Add +0.0% 1.49% +0.10
GBTC Grayscale Bitcoin Trust ETF New 0.09% +0.09
ETN Eaton Corp. PLC Add +3.4% 0.58% +0.09
CRWD CrowdStrike Holdings Inc. Class A Add +11.2% 0.30% +0.09
SLVP iShares MSCI Global Silver A Add +3.1% 1.27% +0.09
NVTS Navitas Semiconductor Corp. Add +29.4% 0.12% +0.08
OUST Ouster Inc. Add +2.8% 0.14% +0.08
DFAI Dimensional International Co. Add +14.3% 0.78% +0.08
EA Electronic Arts Inc. New 0.07% +0.07
URNM Sprott Uranium Miners ETF Add +18.1% 0.20% +0.07
NVDL Granitesh 2X LNG Nvda ETF New 0.06% +0.06
AMZN Amazon.com Inc. Add +1.2% 2.90% +0.06
ILMN Illumina Inc. Add +8.4% 0.47% +0.06
VAL Valaris Ltd. Add +66.6% 0.16% +0.06
NET Cloudflare Inc. Class A New 0.04% +0.04
PLTR Palantir Technologies Inc. Class A Add +2.7% 0.14% +0.04
TSLL Dirx DLY Tsla Bul 2X ETF-Aui New 0.04% +0.04
EMR Emerson Electric Co. Add +1.9% 0.53% +0.04
CAG Conagra Brands Inc. New 0.04% +0.04
KALU Kaiser Aluminum Corp. Add +28.8% 0.12% +0.04
XYZ Block Inc. Add +91.8% 0.07% +0.04
QS Quantumscape Corp. Add +4.1% 0.12% +0.04
AVXL Anavex Life Sciences Corp. Add +213.4% 0.06% +0.04
VST Vistra Corp. Add +0.9% 0.12% +0.04
XME SS SPDR S&P Metals Mining Add +6.3% 0.35% +0.04
XLY SS Consumer Disc Select Sect New 0.04% +0.04
HPE Hewlett Packard Enterprise Add +9.9% 0.16% +0.03
DFAC Dimensional US Core Equity 2 New 0.03% +0.03
TRMB Trimble Inc. New 0.03% +0.03
EDC Dir Da Ms Em Ma Bul 3X ETF-U New 0.03% +0.03
ANF Abercrombie & Fitch Co. Class A New 0.03% +0.03
BMO Bank of Montreal New 0.03% +0.03
HES Hess Corp. New 0.03% +0.03
NUE Nucor Corp. New 0.03% +0.03
ULTA Ulta Beauty Inc. New 0.03% +0.03
IWF iShares Russell 1000 Growth New 0.03% +0.03
NVS Novartis AG-Sponsored ADR New 0.03% +0.03
HOOD Robinhood Markets Inc. Class A New 0.03% +0.03
IFRA iShares US Infrastructure New 0.03% +0.03
CCL Carnival Corp. New 0.03% +0.03
MGA Magna International Inc. New 0.03% +0.03
DELL Dell Technologies -C New 0.03% +0.03
C Citigroup Inc. New 0.03% +0.03
SAP Sap SE-Sponsored ADR New 0.03% +0.03

Notes & Other Activity Q1 2025 → Q2 2025

BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L Add +18.4% 938 $1.1M
INSEEGO CORP (INSG 3.25 05/01/25) NOTE 3.250% 5/0 · principal Sold out 40,000 $39Kbefore exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 484$996.1MMSFT, NVDA, AAPL, AMZN, AVGO
Q1 2026 470$878.6MMSFT, NVDA, AAPL, AMZN, SLVP
Q4 2025 468$877.0MMSFT, NVDA, AAPL, AMZN, AVGO
Q3 2025 452$819.4MMSFT, NVDA, AAPL, AMZN, AVGO
Q2 2025 422$715.7MMSFT, NVDA, AAPL, AMZN, AVGO
Q1 2025 408$626.7MMSFT, AAPL, NVDA, AMZN, MNKD
Q4 2024 422$637.9MMSFT, AAPL, NVDA, AMZN, AVGO
Q3 2024 442$635.0MMSFT, AAPL, NVDA, AMZN, MNKD
Q2 2024 431$612.9MMSFT, AAPL, NVDA, AMZN, AVGO
Q1 2024 401$556.1MMSFT, AAPL, NVDA, AMZN, AVGO