Brighton Jones LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed August 7, 2026), Brighton Jones LLC reported 1,200 stock positions worth $4.5 billion. Its top holding was Amazon.com (AMZN) at 19.0% of the portfolio, followed by Microsoft (MSFT, 6.9%) and Apple (AAPL, 3.2%). Compared with Q4 2025, it opened 1,144 new positions, added to 38 and reduced 16. The biggest buy was a new position in SS SPDR S&P 500 ETF Trust-US (SPY) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −2%).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001360798
Portfolio Value
$4.5B (Q1 2026)
SEC Filing
0001360798-26-000004 ↗ filed Aug 7, 2026

Holdings Value

0$2.0B$4.0B$6.0B Q1 2024: $2.8B Q1 2024 Q2 2024: $3.0B Q2 2024 Q3 2024: $2.7B Q3 2024 Q4 2024: $3.5B Q4 2024 Q1 2025: $3.1B Q1 2025 Q2 2025: $3.7B Q2 2025 Q3 2025: $4.2B Q3 2025 Q4 2025: $2.7B Q4 2025 Q1 2026: $4.5B $4.5B Q1 2026 Q2 2026: $5.4B Q2 2026

Holdings 1,200 stocks · $4.5B

AMZN Amazon.com Inc. 19.01% 4,134,274 $861.0M Add +3.3%
MSFT Microsoft Corp. 6.89% 843,324 $312.2M Add +14.3%
AAPL Apple Inc. 3.19% 569,999 $144.7M Add +0.9%
NVDA Nvidia Corp. 2.66% 691,406 $120.6M Add +27.1%
VTI VG Morningstar TS MKT ETF-US 2.06% 290,697 $93.3M Reduce -1.6%
DFGR Dim Global Real Estate ETF 1.64% 2,798,216 $74.4M Add +7.2%
DFIC Dimensional International Co. 1.63% 2,078,625 $73.9M Add +2.9%
DCOR Dimensional US Core Eq 1 ETF 1.63% 1,021,723 $73.6M Add +17.4%
DFAC Dimensional US Core Equity 2 1.52% 1,768,296 $68.7M Reduce -6.3%
DFAI Dimensional International Co. 1.36% 1,584,483 $61.7M Add +7.0%
IWB iShares Russell 1000 ETF 1.27% 161,066 $57.4M Reduce -3.0%
GOOG Alphabet Inc. Class C 1.15% 181,749 $52.1M Add +4.0%
VT Vanguard Tot World STK ETF 1.00% 328,705 $45.5M Add +4.3%
DFAU Dimensional US Core Equity M 0.99% 995,411 $44.9M Add +0.0%
GOOGL Alphabet Inc. Class A 0.90% 142,176 $40.9M Add +8.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.87% 60,915 $39.6M New
DFEM Dimensional Emrg MRKT Core 0.86% 1,127,131 $38.9M Add +5.0%
VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS 0.84% 3,674,039 $38.0M Add +2.7%
TSLA Tesla Inc. 0.81% 99,217 $36.9M New
IWF iShares Russell 1000 Growth 0.77% 81,540 $34.8M New
IVV iShares Core S&P 500 ETF 0.73% 50,309 $32.9M New
TMUS T-Mobile US Inc. 0.66% 142,366 $29.9M Reduce -1.4%
IWV iShares Russell 3000 ETF 0.63% 76,523 $28.4M New
META Meta Platforms Inc. Class A 0.61% 47,956 $27.4M New
XOM Exxon Mobil Corp. 0.60% 160,235 $27.2M Add +15.2%
BRK.B Berkshire Hathaway Inc. Class B 0.58% 55,065 $26.4M New
VOO Vanguard S&P 500 ETF 0.56% 42,225 $25.2M New
QQQ Invesco QQQ Trust Series 1 0.54% 42,446 $24.5M New
COST Costco Wholesale Corp. 0.54% 24,575 $24.5M New
SBUX Starbucks Corp. 0.53% 269,504 $24.1M Reduce -0.2%
ITOT iShares Core S&P Total U.S. 0.52% 165,930 $23.6M Add +6.0%
EFA iShares MSCI Eafe ETF 0.51% 237,322 $23.1M Reduce -1.2%
DFAE Dimensional Emerging Core Eq 0.50% 672,686 $22.8M Add +3.3%
AVGO Broadcom Inc. 0.49% 72,334 $22.4M New
IWM iShares Russell 2000 ETF 0.46% 84,594 $21.0M New
DFAX Dimensional World Ex US Core 0.46% 608,449 $20.7M Reduce -9.0%
JPM JPMorgan Chase & Co. 0.44% 68,160 $20.0M New
SGOV iShares 0-3 Month Treasury B 0.44% 197,253 $19.9M Add +17.3%
WMT Walmart Inc. 0.42% 152,830 $19.0M Add +5.1%
BRK.A Berkshire Hathaway Inc. Class A 0.38% 24 $17.2M New
VEA Vanguard Ftse Developed ETF 0.36% 257,436 $16.5M Add +4.3%
ABNB Airbnb Inc. Class A 0.36% 129,120 $16.3M Add +3.8%
LII Lennox International Inc. 0.33% 32,427 $15.1M New
LLY Eli Lilly & Co. 0.32% 15,617 $14.4M New
JNJ Johnson & Johnson 0.31% 57,697 $14.1M New
ORCL Oracle Corp. 0.29% 90,650 $13.3M New
RWO State Street SPDR Dow Jones 0.28% 281,509 $12.9M Add +0.7%
PEP Pepsico Inc. 0.28% 82,602 $12.8M New
DLR Digital Realty Trust Inc. 0.28% 70,644 $12.7M New
HD Home Depot Inc. 0.28% 38,073 $12.5M New
AMGN Amgen Inc. 0.26% 33,477 $11.8M New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.26% 39,293 $11.7M New
VXUS Vanguard Total Intl Stock 0.26% 151,312 $11.7M Add +16.5%
MRK Merck & Co. Inc. 0.24% 89,649 $10.8M New
IWR iShares Russell Mid-Cap ETF 0.23% 108,462 $10.5M Add +0.4%
PCAR Paccar Inc. 0.23% 88,990 $10.3M New
SOFI Sofi Technologies Inc. 0.22% 636,631 $10.1M Add +0.8%
PLTR Palantir Technologies Inc. Class A 0.22% 68,846 $10.1M New
AMD Advanced Micro Devices 0.22% 49,372 $10.0M New
MU Micron Technology Inc. 0.22% 29,193 $9.9M New
VEU Vanguard Ftse All-World Ex-U 0.21% 128,257 $9.6M Add +1.2%
SNOW Snowflake Inc. 0.21% 63,458 $9.6M New
INTC Intel Corp. 0.21% 215,116 $9.5M Reduce -9.4%
SCZ iShares MSCI Eafe Small-Cap 0.21% 118,810 $9.3M Add +0.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.20% 20,697 $9.0M New
CB Chubb Ltd. 0.19% 26,541 $8.7M New
DELL Dell Technologies -C 0.19% 52,126 $8.6M New
MAR Marriott International Class A 0.19% 26,000 $8.5M New
BMY Bristol-Myers Squibb Co. 0.19% 139,568 $8.5M Add +26.3%
DFSU Dimensional US Sus CORE1 ETF 0.19% 204,667 $8.4M Add +1.9%
LOW Lowe's Cos Inc. 0.18% 34,860 $8.2M New
KLAC KLA Corp. 0.18% 5,419 $8.0M New
PG The Procter & Gamble Co. 0.18% 55,237 $8.0M New
V Visa Inc. Class A 0.18% 26,247 $7.9M New
SCHB Schwab US Broad Market ETF 0.17% 315,388 $7.9M Add +3.6%
IWD iShares Russell 1000 Value E 0.17% 35,515 $7.6M New
FIX Comfort Systems USA Inc. 0.17% 5,473 $7.5M New
GE General Electric filed as GE AEROSPACE 0.17% 26,348 $7.5M New
VTV Vanguard Mrngstr Val ETF-Aui 0.17% 38,079 $7.5M New
NFLX Netflix Inc. 0.16% 77,455 $7.4M New
CAT Caterpillar Inc. 0.16% 10,428 $7.4M New
GEV GE Vernova Inc. 0.16% 8,292 $7.2M New
CRM Salesforce Inc. 0.16% 38,129 $7.1M New
CVX Chevron Corp. 0.16% 34,229 $7.1M New
PCG P G & E Corp. 0.16% 402,962 $7.1M Add +18.7%
CSCO Cisco Systems Inc. 0.16% 91,098 $7.1M New
ABBV Abbvie Inc. 0.16% 32,484 $7.1M New
EIX Edison International 0.15% 94,130 $6.9M New
EMXC iShares MSCI Emr MRK Ex Chna 0.15% 84,253 $6.6M New
LMT Lockheed Martin Corp. 0.15% 10,904 $6.6M New
GLD SPDR Gold Shares 0.15% 15,300 $6.6M New
IJH iShares Core S&P Midcap ETF 0.15% 97,485 $6.6M New
NKE Nike Inc. Class B 0.14% 119,714 $6.3M New
FTEC Fidelity MSCI Info Tech Indx 0.14% 30,338 $6.3M New
FIG Figma Inc. Class A 0.14% 298,006 $6.3M Add +9.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.14% 21,805 $6.3M New
WDC Western Digital Corp. 0.14% 23,015 $6.2M New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.14% 126,892 $6.2M Reduce -4.9%
GM General Motors Co. 0.14% 82,568 $6.2M New
TSM Taiwan Semiconductor-SP ADR 0.14% 18,077 $6.1M New
WFC Wells Fargo & Co. 0.13% 76,172 $6.1M New
UBER Uber Technologies Inc. 0.13% 84,284 $6.1M New
FTI Technipfmc PLC 0.13% 87,678 $6.1M New
UNH Unitedhealth Group Inc. 0.13% 22,325 $6.0M New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 24,855 $6.0M New
IVW iShares S&P 500 Growth ETF 0.13% 53,201 $6.0M New
EFG iShares MSCI Eafe Growth ETF 0.13% 53,634 $6.0M New
ABT Abbott Laboratories 0.13% 57,736 $5.9M New
BA The Boeing Co. 0.13% 29,681 $5.9M New
LRCX Lam Research Corp. 0.13% 27,624 $5.9M New
ANET Arista Networks Inc. 0.13% 47,932 $5.9M New
EEM iShares MSCI Emerging Market 0.13% 102,766 $5.8M Reduce -8.3%
FDX FedEx Corp. 0.13% 16,012 $5.7M New
VIG Vanguard Dividend Apprec ETF 0.13% 26,484 $5.7M New
RDDT Reddit Inc. Class A 0.12% 41,680 $5.6M New
IEFA iShares Core MSCI Eafe ETF 0.12% 61,368 $5.6M New
SCHX Schwab US Large-Cap ETF 0.12% 216,373 $5.5M Reduce -2.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.12% 34,723 $5.5M New
HON Honeywell International Inc. 0.12% 24,177 $5.5M New
RELY Remitly Global Inc. 0.12% 348,109 $5.5M Add +3.1%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.12% 11,731 $5.4M New
FSBC Five Star Bancorp 0.12% 142,111 $5.4M Add +0.0%
AMAT Applied Materials Inc. 0.12% 15,550 $5.3M New
NEM Newmont Corp. 0.12% 48,647 $5.3M New
AIRO Airo Group Holdings Inc. 0.11% 682,191 $5.2M New
CHWY Chewy Inc. Class A 0.11% 186,606 $5.0M New
COF Capital One Financial Corp. 0.11% 27,497 $5.0M New
PNC PNC Financial Services Group 0.11% 23,477 $4.9M New
STX Seagate Technology Holdings 0.11% 12,442 $4.9M New
C Citigroup Inc. 0.11% 42,419 $4.8M New
SCHF Schwab Intl Equity ETF 0.11% 193,142 $4.8M Add +4.8%
SNDK Sandisk Corp. 0.11% 7,523 $4.8M New
RTX RTX Corp. 0.10% 24,629 $4.8M New
REGN Regeneron Pharmaceuticals 0.10% 6,131 $4.7M New
COMP Compass Inc. Class A 0.10% 633,595 $4.6M Add +0.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.10% 21,152 $4.6M New
HAPN Happen Inc. 0.10% 318,924 $4.6M Add +2.4%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.10% 15,107 $4.6M New
PM Philip Morris International 0.10% 27,566 $4.6M New
NOW ServiceNow Inc. 0.10% 42,949 $4.5M New
IJR iShares Core S&P Small-Cap E 0.10% 36,117 $4.5M New
SPGI S&P Global Inc. 0.10% 10,465 $4.5M New
VWO Vanguard Ftse Emerging Marke 0.10% 82,327 $4.4M New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.10% 24,078 $4.4M New
MA Mastercard Inc. Class A 0.10% 8,768 $4.4M New
FCX Freeport-McMoran Inc. 0.10% 74,182 $4.4M New
DHR Danaher Corp. 0.10% 22,915 $4.3M New
AXP American Express Co. 0.10% 14,328 $4.3M New
GD General Dynamics Corp. 0.10% 12,560 $4.3M New
CNC Centene Corp. 0.09% 129,555 $4.2M Reduce -7.2%
VBIL Vanguard 0-3M T-Bill ETF 0.09% 55,466 $4.2M New
IEMG iShares Core MSCI Emerging 0.09% 60,129 $4.2M New
RSG Republic Services Inc. 0.09% 19,037 $4.2M New
SCHW Schwab (charles) Corp. 0.09% 44,317 $4.2M New
BSV Vanguard Short-Term Bond ETF 0.09% 52,951 $4.2M New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 42,858 $4.1M New
ISRG Intuitive Surgical Inc. 0.09% 8,940 $4.1M New
BKNG Booking Holdings Inc. 0.09% 967 $4.1M New
JBHT Hunt (jb) Transprt SVCS Inc. 0.09% 19,142 $4.1M New
QCOM Qualcomm Inc. 0.09% 31,228 $4.0M New
MCD McDonald's Corp. 0.09% 12,907 $4.0M New
PFE Pfizer Inc. 0.09% 140,565 $3.9M Reduce -67.7%
GS Goldman Sachs Group Inc. 0.09% 4,645 $3.9M New
COP Conocophillips 0.09% 29,303 $3.9M New
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.09% 14,978 $3.9M New
VRT Vertiv Holdings Co. Class A 0.08% 15,349 $3.8M New
PSX Phillips 66 0.08% 21,109 $3.8M New
INCY Incyte Corp. 0.08% 40,351 $3.8M New
ACN Accenture PLC Class A 0.08% 19,114 $3.8M New
INTU Intuit Inc. 0.08% 8,648 $3.7M New
DFSI Dimensional Int Sus COR1 ETF 0.08% 87,640 $3.7M New
TER Teradyne Inc. 0.08% 12,484 $3.7M New
CMI Cummins Inc. 0.08% 6,861 $3.7M New
WRD Weride Inc.-ADR 0.08% 444,723 $3.6M No change
TQQQ Proshares Ultrapro QQQ 0.08% 86,114 $3.6M New
MRSH Marsh & McLennan Cos 0.08% 20,678 $3.6M New
VB Vanguard Most SM-Cap ETF-Usd 0.08% 13,650 $3.6M New
VGT Vanguard Info Tech ETF 0.08% 5,050 $3.5M New
CRCL Circle Internet Group Inc. 0.08% 36,870 $3.5M New
USB US Bancorp 0.08% 67,095 $3.5M New
DFSE Dimensional Em Sus CORE1 ETF 0.08% 82,127 $3.5M New
KO The Coca-Cola Co. 0.08% 45,730 $3.5M New
ADBE Adobe Inc. 0.08% 14,191 $3.4M New
NEE Nextera Energy Inc. 0.08% 37,055 $3.4M New
TXN Texas Instruments Inc. 0.08% 17,635 $3.4M New
TT Trane Technologies PLC 0.07% 8,132 $3.4M New
CIEN Ciena Corp. 0.07% 8,647 $3.4M New
FTNT Fortinet Inc. 0.07% 40,746 $3.3M New
BLK BlackRock Inc. 0.07% 3,447 $3.3M New
EXPE Expedia Group Inc. 0.07% 14,287 $3.3M New
SDY SS SPDR S&P Dividend ETF 0.07% 22,550 $3.3M New
APH Amphenol Corp. Class A 0.07% 25,981 $3.3M New
DAL Delta Air Lines Inc. 0.07% 48,684 $3.2M New
UNP Union Pacific Corp. 0.07% 12,975 $3.1M New
NYT New York Times Co. Class A 0.07% 37,562 $3.1M New
ACWI iShares MSCI Acwi ETF 0.07% 22,690 $3.1M New
QUAL iShares MSCI USA Quality Fac 0.07% 16,303 $3.1M New
TMO Thermo Fisher Scientific Inc. 0.07% 6,327 $3.1M New
MCK McKesson Corp. 0.07% 3,562 $3.1M New
UPS United Parcel Service Class B 0.07% 31,115 $3.1M New
VYM Vanguard High DVD Yield ETF 0.07% 20,635 $3.1M New
CMCSA Comcast Corp. Class A 0.07% 106,044 $3.0M Reduce -0.6%
LIN Linde PLC 0.07% 6,133 $3.0M New
IWO iShares Russell 2000 Growth 0.07% 9,670 $3.0M New
VNQ Vanguard Real Estate ETF 0.07% 34,040 $3.0M New
VRTX Vertex Pharmaceuticals Inc. 0.07% 6,756 $3.0M New
RSMC Rockefeller US Small-Mid Cap 0.07% 120,663 $3.0M No change
EME Emcor Group Inc. 0.07% 4,001 $3.0M New
BSX Boston Scientific Corp. 0.07% 46,988 $2.9M New
CRWD CrowdStrike Holdings Inc. Class A 0.06% 7,342 $2.9M New
IWP iShares Russell Mid-Cap Grow 0.06% 22,207 $2.8M New
SCHD Schwab US DVD Equity ETF 0.06% 92,461 $2.8M New
XLK SS Technology Select Sector 0.06% 21,122 $2.8M New
MPC Marathon Petroleum Corp. 0.06% 11,489 $2.8M New
DE Deere & Co. 0.06% 4,934 $2.8M New
IWS iShares Russell Mid-Cap Valu 0.06% 18,934 $2.8M New
XLF SS Financial Select Sector 0.06% 55,448 $2.7M New
DG Dollar General Corp. 0.06% 22,954 $2.7M New
IVE iShares S&P 500 Value ETF 0.06% 12,856 $2.7M New
TRV The Travelers Cos Inc. 0.06% 9,242 $2.7M New
CI The Cigna Group 0.06% 9,981 $2.7M New
GLW Corning Inc. 0.06% 19,406 $2.6M New
SLDE Slide Insurance Holdings Inc. 0.06% 145,887 $2.6M New
AMLP Alerian MLP ETF 0.06% 49,767 $2.6M New
RSP Invesco S&P 500 Equal Weight 0.06% 13,626 $2.6M New
SYK Stryker Corp. 0.06% 7,823 $2.6M New
VZ Verizon Communications Inc. 0.06% 50,956 $2.6M New
TPR Tapestry Inc. 0.06% 17,941 $2.5M New
GILD Gilead Sciences Inc. 0.06% 18,108 $2.5M New
NBIX Neurocrine Biosciences Inc. 0.05% 18,872 $2.5M New
IXUS iShares Core Intl Stock ETF 0.05% 28,247 $2.4M New
ILMN Illumina Inc. 0.05% 19,829 $2.4M New
MLI Mueller Industries Inc. 0.05% 21,779 $2.4M New
SYY Sysco Corp. 0.05% 33,662 $2.4M New
AMP Ameriprise Financial Inc. 0.05% 5,384 $2.4M New
MS Morgan Stanley 0.05% 14,517 $2.4M New
BWA Borgwarner Inc. 0.05% 43,967 $2.4M New
MO Altria Group Inc. 0.05% 36,110 $2.4M New
VDE Vanguard Energy ETF 0.05% 13,718 $2.4M New
ADP Automatic Data Processing 0.05% 11,669 $2.4M New
AEP American Electric Power 0.05% 17,904 $2.3M New
NTRA Natera Inc. 0.05% 11,699 $2.3M New
TXRH Texas Roadhouse Inc. 0.05% 13,899 $2.3M New
DOW Dow Inc. filed as DOW HLDGS INC 0.05% 54,925 $2.3M New
KMI Kinder Morgan Inc. 0.05% 67,481 $2.3M New
JCI Johnson Controls Internation 0.05% 17,090 $2.2M New
AFL Aflac Inc. 0.05% 20,303 $2.2M New
NOC Northrop Grumman Corp. 0.05% 3,239 $2.2M New
FIVE Five Below 0.05% 9,578 $2.2M New
MEDP Medpace Holdings Inc. 0.05% 4,542 $2.2M New
MKTX Marketaxess Holdings Inc. 0.05% 13,098 $2.2M New
CFG Citizens Financial Group 0.05% 35,833 $2.1M New
TXT Textron Inc. 0.05% 24,515 $2.1M New
SIXA Etc 6 Meridian Mega Cap Equi filed as EXCHANGE TRADED CONCEPTS TRU 0.05% 41,209 $2.1M New
VHT Vanguard Health Care ETF 0.05% 7,853 $2.1M New
TSN Tyson Foods Inc. Class A 0.05% 33,172 $2.1M New
VTEB Vanguard Tax-Exempt Bond ETF 0.05% 42,593 $2.1M New
ULTA Ulta Beauty Inc. 0.05% 4,038 $2.1M New
HCA HCA Healthcare Inc. 0.05% 4,437 $2.1M New
BURL Burlington Stores Inc. 0.05% 6,385 $2.1M New
MTG Mgic Investment Corp. 0.05% 78,227 $2.1M New
WM Waste Management Inc. 0.05% 8,902 $2.0M New
AON Aon PLC Class A 0.05% 6,329 $2.0M New
DASH DoorDash Inc. Class A 0.04% 13,554 $2.0M New
TGT Target Corp. 0.04% 16,778 $2.0M New
ALL Allstate Corp. 0.04% 9,770 $2.0M New
ONTO Onto Innovation Inc. 0.04% 9,874 $2.0M New
HII Huntington Ingalls Industrie 0.04% 5,310 $2.0M New
EPD Enterprise Products Partners 0.04% 53,087 $2.0M New
ZM Zoom Communications Inc. 0.04% 24,904 $2.0M New
TTC Toro Co. 0.04% 21,123 $2.0M New
T AT&T Inc. 0.04% 67,887 $2.0M New
CMG Chipotle Mexican Grill Inc. 0.04% 61,475 $2.0M New
HAL Halliburton Co. 0.04% 49,914 $1.9M New
IAU iShares Gold Trust 0.04% 22,041 $1.9M New
VEEV Veeva Systems Inc. Class A 0.04% 11,006 $1.9M New
OKE Oneok Inc. 0.04% 21,330 $1.9M New
DOV Dover Corp. 0.04% 9,222 $1.9M New
LITE Lumentum Holdings Inc. 0.04% 2,695 $1.9M New
ALNY Alnylam Pharmaceuticals Inc. 0.04% 5,699 $1.9M New
KMX Carmax Inc. 0.04% 45,288 $1.9M New
VIS Vanguard Industrials ETF 0.04% 6,013 $1.9M New
WBD Warner Bros Discovery Inc. 0.04% 68,286 $1.9M New
EMR Emerson Electric Co. 0.04% 14,256 $1.9M New
IUSG iShares Core S&P U.S. Growth 0.04% 11,988 $1.9M New
SYF Synchrony Financial 0.04% 27,294 $1.9M New
UTHR United Therapeutics Corp. 0.04% 3,120 $1.8M New
EQIX Equinix Inc. 0.04% 1,877 $1.8M New
SHOP Shopify Inc. Class A 0.04% 15,508 $1.8M New
DVY iShares Select Dividend ETF 0.04% 12,133 $1.8M New
MTZ Mastec Inc. 0.04% 5,603 $1.8M New
EXEL Exelixis Inc. 0.04% 41,884 $1.8M New
MDB Mongodb Inc. 0.04% 7,319 $1.8M New
SO The Southern Co. 0.04% 18,390 $1.8M New
VIK Viking Holdings Ltd. 0.04% 24,123 $1.8M New
AA Alcoa Corp. 0.04% 26,716 $1.8M New
MMM 3M Co. 0.04% 12,188 $1.8M New
EXE Expand Energy Corp. 0.04% 16,056 $1.8M New
DVN Devon Energy Corp. 0.04% 34,834 $1.8M New
MOH Molina Healthcare Inc. 0.04% 13,081 $1.7M New
PH Parker Hannifin Corp. 0.04% 1,947 $1.7M New
SF Stifel Financial Corp. 0.04% 23,356 $1.7M New
BDX Becton Dickinson and Co. 0.04% 10,949 $1.7M New
IT Gartner Inc. 0.04% 10,852 $1.7M New
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.04% 1,297 $1.7M New
BX Blackstone Inc. 0.04% 14,903 $1.7M New
CW Curtiss-Wright Corp. 0.04% 2,500 $1.7M New
DXCM Dexcom Inc. 0.04% 27,052 $1.7M New
HAS Hasbro Inc. 0.04% 18,150 $1.7M New
NUE Nucor Corp. 0.04% 9,993 $1.7M New
PFF iShares Preferred & Income S 0.04% 55,680 $1.7M New
SNPS Synopsys Inc. 0.04% 4,251 $1.7M New
LULU Lululemon Athletica Inc. 0.04% 10,944 $1.7M New
ON On Semiconductor 0.04% 26,929 $1.7M New
VOTE TCW Transform 500 ETF 0.04% 21,780 $1.7M New
JHG Janus Henderson Group PLC 0.04% 32,272 $1.7M New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.04% 13,884 $1.6M New
VTR Ventas Inc. 0.04% 20,123 $1.6M New
SMH Vaneck Semiconductor ETF 0.04% 4,291 $1.6M New
KKR KKR & Co. Inc. 0.04% 17,719 $1.6M New
CHRW C.H. Robinson Worldwide Inc. 0.04% 9,854 $1.6M New
EFX Equifax Inc. 0.04% 9,026 $1.6M New
PNFP Pinnacle Financial Partners 0.04% 18,824 $1.6M New
CPRT Copart Inc. 0.04% 48,740 $1.6M New
AKAM Akamai Technologies Inc. 0.04% 14,066 $1.6M New
DECK Deckers Outdoor Corp. 0.04% 15,960 $1.6M New
BP BP PLC-Spons ADR 0.04% 33,984 $1.6M New
VLO Valero Energy Corp. 0.03% 6,386 $1.6M New
SCHE Schwab Emrg Mrkts Eqty ETF 0.03% 47,872 $1.6M New
BMRN Biomarin Pharmaceutical Inc. 0.03% 27,779 $1.6M New
SLV iShares Silver Trust 0.03% 23,012 $1.6M New
TEL Te Connectivity PLC 0.03% 7,498 $1.6M New
ETN Eaton Corp. PLC 0.03% 4,374 $1.6M New
OXY Occidental Petroleum Corp. 0.03% 24,006 $1.6M New
THC Tenet Healthcare Corp. 0.03% 8,237 $1.6M New
ITW Illinois Tool Works 0.03% 5,952 $1.5M New
CTVA Corteva Inc. 0.03% 18,241 $1.5M New
LECO Lincoln Electric Holdings 0.03% 6,126 $1.5M New
NTRS Northern Trust Corp. 0.03% 10,923 $1.5M New
BBY Best Buy Co. Inc. 0.03% 23,680 $1.5M New
NTNX Nutanix Inc. Class A 0.03% 39,852 $1.5M New
OMC Omnicom Group 0.03% 20,044 $1.5M New
XLE SS Energy Select Sector 0.03% 24,612 $1.5M New
XLV SS Health Care Select Sector 0.03% 10,224 $1.5M New
UAL United Airlines Holdings Inc. 0.03% 16,230 $1.5M New
CBRE CBRE Group Inc. Class A 0.03% 11,017 $1.5M New
ETR Entergy Corp. 0.03% 13,208 $1.5M New
BIIB Biogen Inc. 0.03% 8,051 $1.5M New
ROST Ross Stores Inc. 0.03% 6,808 $1.5M New
VRSN Verisign Inc. 0.03% 5,935 $1.5M New
TWLO Twilio Inc. Class A 0.03% 11,642 $1.5M New
TIP iShares Tips Bond ETF 0.03% 13,228 $1.5M New
RL Ralph Lauren Corp. 0.03% 4,243 $1.5M New
VFH Vanguard Financials ETF 0.03% 12,058 $1.5M New
LVS Las Vegas Sands Corp. 0.03% 26,994 $1.5M New
BND Vanguard Total Bond Market 0.03% 19,715 $1.5M New
MTCH Match Group Inc. 0.03% 47,242 $1.5M New
SPYM Ste STR SPDR PT S&P 500 ETF 0.03% 18,755 $1.4M New
DINO HF Sinclair Corp. 0.03% 22,980 $1.4M New
USMV iShares MSCI USA Min Vol Fac 0.03% 15,435 $1.4M New
IVZ Invesco Ltd. 0.03% 58,774 $1.4M New
BOXX Alpha Architect 1-3 MNTH Box 0.03% 12,227 $1.4M New
JSTC Adasina Social Justice GLB 0.03% 72,900 $1.4M New
HLT Hilton Worldwide Holdings Inc. 0.03% 4,664 $1.4M New
WMB Williams Cos Inc. 0.03% 19,416 $1.4M New
KDP Keurig Dr Pepper Inc. 0.03% 53,491 $1.4M New
WELL Welltower Inc. 0.03% 7,099 $1.4M New
ECL Ecolab Inc. 0.03% 5,270 $1.4M New
YUM Yum! Brands Inc. 0.03% 9,009 $1.4M New
ARMK Aramark 0.03% 34,403 $1.4M New
AR Antero Resources Corp. 0.03% 32,832 $1.4M New
VAW Vanguard Materials ETF 0.03% 6,180 $1.4M New
TW Tradeweb Markets Inc. Class A 0.03% 11,795 $1.4M New
A Agilent Technologies Inc. 0.03% 11,965 $1.4M New
CVS CVS Health Corp. 0.03% 18,801 $1.4M New
BR Broadridge Financial Solutio 0.03% 8,195 $1.3M New
EVR Evercore Inc. Class A 0.03% 4,427 $1.3M New
TDG Transdigm Group Inc. 0.03% 1,135 $1.3M New
TOL Toll Brothers Inc. 0.03% 9,556 $1.3M New
KEYS Keysight Technologies Inc. 0.03% 4,608 $1.3M New
CRH CRH PLC 0.03% 12,279 $1.3M New
FRT Federal Realty Invs Trust 0.03% 12,152 $1.3M New
SPHQ Invesco S&P 500 Quality ETF 0.03% 17,146 $1.3M New
USHY iShares Broad Usd High Yield 0.03% 34,857 $1.3M New
PAYX Paychex Inc. 0.03% 13,939 $1.3M New
AXS Axis Capital Holdings Ltd. 0.03% 12,659 $1.3M New
SCHA Schwab US Small-Cap ETF 0.03% 44,130 $1.3M New
FISV Fiserv Inc. 0.03% 22,998 $1.3M New
MHK Mohawk Industries Inc. 0.03% 13,010 $1.3M New
RGA Reinsurance Group of America 0.03% 6,274 $1.3M New
GL Globe Life Inc. 0.03% 9,203 $1.3M New
ORI Old Republic Intl Corp. 0.03% 32,062 $1.3M New
ES Eversource Energy 0.03% 18,383 $1.3M New
FNCL Fidelity MSCI Financial Indx 0.03% 18,061 $1.3M New
WAB Wabtec Corp. 0.03% 5,050 $1.3M New
VFC VF Corp. 0.03% 74,172 $1.3M New
GAP The Gap Inc. 0.03% 52,058 $1.3M New
LASR Nlight Inc. 0.03% 22,088 $1.3M New
SITE Siteone Landscape Supply Inc. 0.03% 9,402 $1.3M New
COIN Coinbase Global Inc. Class A 0.03% 7,162 $1.3M New
KR Kroger Co. 0.03% 17,171 $1.2M New
HUBS HubSpot Inc. 0.03% 5,080 $1.2M New
SEE Sealed Air Corp. 0.03% 29,460 $1.2M New
BPOP Popular Inc. 0.03% 9,208 $1.2M New
PANW Palo Alto Networks Inc. 0.03% 7,703 $1.2M New
MDLZ Mondelez International Inc. Class A 0.03% 21,299 $1.2M New
ITT Itt Inc. 0.03% 6,388 $1.2M New
MRVL Marvell Technology Inc. 0.03% 12,269 $1.2M New
AIG American International Group 0.03% 16,061 $1.2M New
AME Ametek Inc. 0.03% 5,620 $1.2M New
TFC Truist Financial Corp. 0.03% 25,958 $1.2M New
ADI Analog Devices Inc. 0.03% 3,749 $1.2M New
RBLX Roblox Corp. Class A 0.03% 21,062 $1.2M New
AMT American Tower Corp. 0.03% 6,898 $1.2M New
OEF iShares S&P 100 ETF 0.03% 3,730 $1.2M New
PWR Quanta Services Inc. 0.03% 2,155 $1.2M New
CTA Simplify Managed Futures St 0.03% 39,028 $1.2M New
PB Prosperity Bancshares Inc. 0.03% 17,492 $1.2M New
G Genpact Ltd. 0.03% 31,361 $1.2M New
IBIT iShares Bitcoin Trust ETF 0.03% 30,275 $1.2M New
NTES Netease Inc.-ADR 0.03% 10,374 $1.2M New
NVS Novartis AG-Sponsored ADR 0.03% 7,581 $1.2M New
EA Electronic Arts Inc. 0.03% 5,546 $1.1M New
IJK iShares S&P Mid-Cap 400 Grow 0.02% 11,189 $1.1M New
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.02% 24,534 $1.1M New
HPE Hewlett Packard Enterprise 0.02% 47,148 $1.1M New
PRF Invesco Rafi US 1000 ETF 0.02% 23,489 $1.1M New
DKNG Draftkings Inc. Class A 0.02% 51,380 $1.1M New
ATI Ati Inc. 0.02% 7,566 $1.1M New
LYB Lyondellbasell Indu Class A 0.02% 13,655 $1.1M New
COLB Columbia Banking System Inc. 0.02% 40,065 $1.1M New
WSM Williams-Sonoma Inc. 0.02% 6,003 $1.1M New
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.02% 10,675 $1.1M New
IQV Iqvia Holdings Inc. 0.02% 6,392 $1.1M New
GIS General Mills Inc. 0.02% 29,084 $1.1M New
RBC RBC Bearings Inc. 0.02% 1,993 $1.1M New
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.02% 2,932 $1.1M New
GRMN Garmin Ltd. 0.02% 4,634 $1.1M New
SIXH Etc 6 Meridian Hedged Equity filed as EXCHANGE TRADED CONCEPTS TRU 0.02% 25,448 $1.1M New
CAH Cardinal Health Inc. 0.02% 5,046 $1.1M New
BALL Ball Corp. 0.02% 17,953 $1.1M New
DUHP Dimensional US High Profi Et 0.02% 28,793 $1.1M New
PLD Prologis Inc. 0.02% 7,984 $1.1M New
PYPL PayPal Holdings Inc. 0.02% 23,316 $1.1M New
DOCU Docusign Inc. 0.02% 22,222 $1.1M New
LMB Limbach Holdings Inc. 0.02% 13,498 $1.1M New
MANH Manhattan Associates Inc. 0.02% 7,912 $1.1M New
TEAM Atlassian Corp. Class A 0.02% 15,411 $1.1M New
MSCI MSCI Inc. 0.02% 1,944 $1.0M New
ORLY O'reilly Automotive Inc. 0.02% 11,351 $1.0M New
MDY State Street SPDR S&P Midcap 0.02% 1,697 $1.0M New
LAMR Lamar Advertising Co. Class A 0.02% 8,240 $1.0M New
PGR Progressive Corp. 0.02% 5,263 $1.0M New
AZO AutoZone Inc. 0.02% 307 $1.0M New
SOXX iShares Semiconductor ETF 0.02% 3,138 $1.0M New
CRS Carpenter Technology 0.02% 2,616 $1.0M New
ALGN Align Technology Inc. 0.02% 5,996 $1.0M New
FIS Fidelity National Info Serv 0.02% 21,782 $1.0M New
DAR Darling Ingredients Inc. 0.02% 16,377 $1.0M New
HST Host Hotels & Resorts Inc. 0.02% 52,819 $1.0M New
DUK Duke Energy Corp. 0.02% 7,645 $1.0M New
SIRI Sirius XM Holdings Inc. 0.02% 43,343 $1.0M New
SRE Sempra 0.02% 10,291 $1000K New
CARR Carrier Global Corp. 0.02% 17,488 $985K New
ELV Elevance Health Inc. 0.02% 3,360 $984K New
MNST Monster Beverage Corp. 0.02% 13,410 $972K New
OSK Oshkosh Corp. 0.02% 6,600 $972K New
DDOG Datadog Inc. Class A 0.02% 8,137 $961K New
IWN iShares Russell 2000 Value E 0.02% 4,985 $945K New
PCOR Procore Technologies Inc. 0.02% 16,576 $945K New
SHEL Shell PLC-ADR 0.02% 10,147 $944K New
SCHM Schwab US Mid Cap ETF 0.02% 30,452 $943K New
MASI Masimo Corp. 0.02% 5,281 $939K New
CL Colgate-Palmolive Co. 0.02% 10,976 $935K New
BBWI Bath & Body Works Inc. 0.02% 50,071 $935K New
ROP Roper Technologies Inc. 0.02% 2,638 $933K New
IVLU iShares MSCI International V 0.02% 23,501 $933K New
GLDM SPDR Gold Minishares Trust 0.02% 10,049 $931K New
USFD US Foods Holding Corp. 0.02% 10,096 $931K New
OVV Ovintiv Inc. 0.02% 15,661 $930K New
VSS Vanguard Ftse All Wo X-US SC 0.02% 6,371 $929K New
CSX CSX Corp. 0.02% 22,578 $927K New
OHI Omega Healthcare Investors 0.02% 21,006 $920K New
IJJ iShares S&P Mid-Cap 400 Valu 0.02% 6,943 $920K New
D Dominion Energy Inc. 0.02% 14,857 $918K New
AGG iShares Core U.S. Aggregate 0.02% 9,233 $917K New
IJS iShares S&P Small-Cap 600 Va 0.02% 7,718 $914K New
FLS Flowserve Corp. 0.02% 12,422 $913K New
CTAS Cintas Corp. 0.02% 5,397 $913K New
CWB SS SPDR BB Conv Sec ETF 0.02% 9,900 $906K New
GTLB Gitlab Inc. Class A 0.02% 41,576 $900K New
SPLV Invesco S&P 500 Low Volatili 0.02% 12,278 $898K New
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.02% 12,269 $890K New
PFG Principal Financial Group 0.02% 9,866 $889K New
APD Air Products & Chemicals Inc. 0.02% 3,060 $889K New
XLC SS Comm Select Sector SPDR 0.02% 8,003 $887K New
CCK Crown Holdings Inc. 0.02% 8,848 $887K New
AXTA Axalta Coating Systems Ltd. 0.02% 31,966 $885K New
JEF Jefferies Financial Group Inc. 0.02% 21,448 $885K New
CVLC Calvert US L-C CR Resp Index 0.02% 11,047 $884K New
NET Cloudflare Inc. Class A 0.02% 4,253 $878K New
BFAM Bright Horizons Family Solut 0.02% 10,641 $874K New
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.02% 13,179 $874K New
TTWO Take-Two Interactive Softwre 0.02% 4,416 $872K New
MCO Moody's Corp. 0.02% 1,994 $870K New
COO The Cooper Cos Inc. 0.02% 12,146 $868K New
LEN Lennar Corp. Class A 0.02% 9,980 $867K New
ASH Ashland Inc. 0.02% 15,577 $866K New
S Sentinelone Inc. Class A 0.02% 67,168 $865K New
SCI Service Corp. International 0.02% 10,473 $864K New
CTRA Coterra Energy Inc. 0.02% 24,547 $863K New
COKE Coca-Cola Consolidated Inc. 0.02% 4,498 $862K New
AEM Agnico Eagle Mines Ltd. 0.02% 4,241 $861K New
ENTG Entegris Inc. 0.02% 7,335 $860K New
UBSI United Bankshares Inc. 0.02% 20,744 $859K New
DFUV Dimensional US Marketwide Va 0.02% 17,690 $857K New
KEY Keycorp 0.02% 42,668 $856K New
UNFI United Natural Foods Inc. 0.02% 18,985 $855K New
ADT Adt Inc. 0.02% 129,847 $853K New
ALB Albemarle Corp. 0.02% 4,724 $848K New
MDT Medtronic PLC 0.02% 9,762 $846K New
EMBJ Embraer SA-Spon ADR 0.02% 14,253 $846K New
LHX L3HARRIS Technologies Inc. 0.02% 2,424 $837K New
ESTC Elastic NV 0.02% 16,479 $824K New
WEX Wex Inc. 0.02% 5,380 $823K New
LNG Cheniere Energy Inc. 0.02% 2,896 $822K New
DGRO iShares Core Dividend Growth 0.02% 11,682 $820K New
EW Edwards Lifesciences Corp. 0.02% 10,220 $818K New
FAST Fastenal Co. 0.02% 17,532 $813K New
CDNS Cadence Design SYS Inc. 0.02% 2,895 $805K New
MCHP Microchip Technology Inc. 0.02% 12,445 $804K New
NNN NNN REIT Inc. 0.02% 19,078 $802K New
PCTY Paylocity Holding Corp. 0.02% 7,397 $799K New
FLR Fluor Corp. 0.02% 17,106 $798K New
WPM Wheaton Precious Metals Corp. 0.02% 6,076 $796K New
SUB iShares Short-Term National 0.02% 7,468 $795K New
FNDE Schwab Fndmntl Em MRK Eq ETF 0.02% 20,776 $795K New
FNDF Schwab Fndmn Intl LRG Co. ETF 0.02% 16,174 $791K New
SNX TD Synnex Corp. 0.02% 4,671 $788K New
ROK Rockwell Automation Inc. 0.02% 2,195 $788K New
MOS The Mosaic Co. 0.02% 30,819 $786K New
ED Consolidated Edison Inc. 0.02% 6,884 $779K New
AOA iShares Core 80/20 Aggressiv 0.02% 8,740 $773K New
AZN Astrazeneca PLC 0.02% 3,911 $771K New
PODD Insulet Corp. 0.02% 3,674 $771K New
SPDW Ste STR SPDR PT DW Eu ETF 0.02% 16,883 $771K New
FR First Industrial Realty TR 0.02% 13,229 $765K New
SPG Simon Property Group Inc. 0.02% 4,033 $752K New
QQQM Invesco Nasdaq 100 ETF 0.02% 3,154 $749K New
HWM Howmet Aerospace Inc. 0.02% 3,252 $749K New
BBVA Banco Bilbao Vizcaya-SP ADR 0.02% 34,515 $748K New
CEG Constellation Energy 0.02% 2,654 $741K New
MET Metlife Inc. 0.02% 10,431 $738K New
ROKU Roku Inc. 0.02% 7,783 $736K New
PYLD PIMCO Multisector Bond Actv 0.02% 27,956 $732K New
JEPI JPMorgan Equity Premium Inco 0.02% 12,862 $729K Reduce -89.9%
ESGD iShares Trust iShares ESG Aw 0.02% 7,611 $728K New
JLL Jones Lang Lasalle Inc. 0.02% 2,379 $724K New
SRPT Sarepta Therapeutics Inc. 0.02% 32,993 $718K New
PRCH Porch Group Inc. 0.02% 100,050 $717K New
DD Dupont DE Nemours Inc. 0.02% 15,643 $716K New
VGK Vanguard Ftse Europe ETF 0.02% 8,581 $707K New
NDAQ Nasdaq Inc. 0.02% 8,310 $705K New
TREX Trex Company Inc. filed as TREX INC 0.02% 19,191 $699K New
SPMD SS SPDR P S&P 400 Midcap ETF 0.02% 11,750 $696K New
CCL Carnival Corp. 0.02% 26,874 $696K New
EFV iShares MSCI Eafe Value ETF 0.02% 9,313 $692K New
CME Cme Group Inc. 0.02% 2,340 $691K New
STE Steris PLC 0.02% 3,114 $689K New
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.02% 4,707 $682K New
EVRG Evergy Inc. 0.02% 8,321 $682K New
MPWR Monolithic Power Systems Inc. 0.01% 623 $681K New
P Everpure Inc. Class A 0.01% 11,509 $679K New
ADSK Autodesk Inc. 0.01% 2,837 $679K New
SLB SLB Ltd. filed as SLB LIMITED 0.01% 13,192 $678K New
VXF Vanguard Extended Market ETF 0.01% 3,272 $673K New
AVUS Avantis U.S. Equity ETF 0.01% 6,054 $673K New
ATRO Astronics Corp. 0.01% 10,074 $672K New
PEG Public Service Enterprise GP 0.01% 8,303 $672K New
VMC Vulcan Materials Co. 0.01% 2,465 $671K New
CGNX Cognex Corp. 0.01% 13,686 $670K New
DLN Wisdomtree US Largecap Divid 0.01% 7,486 $669K New
WBS Webster Financial Corp. 0.01% 9,617 $668K New
EVH Evolent Health Inc. Class A 0.01% 291,465 $665K New
AWI Armstrong World Industries 0.01% 4,003 $660K New
SFM Sprouts Farmers Market Inc. 0.01% 8,537 $658K New
USRT iShares Core US REIT ETF 0.01% 11,097 $657K New
ICE Intercontinental Exchange Inc. 0.01% 4,171 $656K New
RGTI Rigetti Computing Inc. 0.01% 46,500 $653K New
FNF Fidelity National Financial 0.01% 14,076 $653K New
WTW Willis Towers Watson PLC 0.01% 2,237 $650K New
STT State Street Corp. 0.01% 5,139 $650K New
ACGL Arch Capital Group Ltd. 0.01% 6,769 $650K New
NUHY Nuveen ESG Hi YLD Corp. BND 0.01% 30,601 $648K New
SUSA iShares ESG Optimized MSCI U 0.01% 4,905 $648K New
FLEX Flex Ltd. filed as FLEXTRONICS INTL LTD 0.01% 9,882 $647K New
RWT Redwood Trust Inc. 0.01% 114,374 $642K New
EBAY eBay Inc. 0.01% 6,992 $636K New
SHV iShares 0-1 Year Treasury Bo 0.01% 5,723 $632K New
MSI Motorola Solutions Inc. 0.01% 1,452 $630K New
PGX Invesco Preferred ETF 0.01% 57,830 $629K New
BABA Alibaba Group Holding-SP ADR 0.01% 5,001 $627K New
RIVN Rivian Automotive Inc. Class A 0.01% 41,578 $626K New
FITB Fifth Third Bancorp 0.01% 13,440 $624K New
GLPI Gaming and Leisure Propertie 0.01% 14,064 $624K New
FANG Diamondback Energy Inc. 0.01% 3,153 $624K New
AVDV Avantis Intl S/C Value ETF 0.01% 6,229 $622K New
AIT Applied Industrial Tech Inc. 0.01% 2,343 $622K New
HOOD Robinhood Markets Inc. Class A 0.01% 8,964 $621K New
EG Everest Group Ltd. 0.01% 1,897 $620K New
POR Portland General Electric Co. 0.01% 11,726 $619K New
IDEV iShares Core MSCI Dev MKTS 0.01% 7,379 $617K New
XPO Xpo Inc. 0.01% 3,165 $616K New
WWD Woodward Inc. 0.01% 1,720 $616K New
DHI D.R. Horton Inc. 0.01% 4,475 $614K New
VCIT Vanguard Int-Term Corporate 0.01% 7,387 $611K New
SCHV Schwab US Large-Cap Value 0.01% 20,001 $610K New
MUSA Murphy USA Inc. 0.01% 1,233 $609K New
SHW The Sherwin-Williams Co. 0.01% 1,896 $608K New
PKG Packaging Corp. of America 0.01% 2,861 $607K New
EXLS Exlservice Holdings Inc. 0.01% 19,934 $607K New
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.01% 22,089 $603K New
J Jacobs Solutions Inc. 0.01% 4,708 $599K New
RCL Royal Caribbean Cruises Ltd. 0.01% 2,174 $598K New
SEDG Solaredge Technologies Inc. 0.01% 11,694 $597K New
TM Toyota Motor Corp. -Spon ADR 0.01% 2,890 $596K New
PNW Pinnacle West Capital 0.01% 5,906 $595K New
GDX Vaneck Gold Miners ETF 0.01% 6,475 $594K New
NRG NRG Energy Inc. 0.01% 4,065 $594K New
ARW Arrow Electronics Inc. 0.01% 4,138 $593K New
ESGV Vanguard ESG US Stock ETF 0.01% 5,275 $592K New
KMB Kimberly-Clark Corp. 0.01% 6,139 $592K New
MKSI MKS Inc. 0.01% 2,573 $591K New
HPQ HP Inc. 0.01% 30,723 $590K New
TOST Toast Inc. Class A 0.01% 22,206 $589K New
DSGR Distribution Solutions Group 0.01% 22,389 $587K New
VMI Valmont Industries 0.01% 1,464 $585K New
ICLR Icon PLC 0.01% 5,250 $581K New
NSC Norfolk Southern Corp. 0.01% 2,023 $581K New
VTIP Vanguard Short-Term Tips 0.01% 11,590 $579K New
JBL Jabil Inc. 0.01% 2,177 $578K New
ET Energy Transfer LP 0.01% 29,767 $574K New
ETSY Etsy Inc. 0.01% 11,414 $570K New
IGSB iShares 1-5Y Inv Grade Corp. 0.01% 10,813 $568K New
ACWX iShares MSCI Acwi Ex US ETF 0.01% 8,295 $568K New
GBX Greenbrier Companies Inc. 0.01% 10,772 $567K New
OC Owens Corning 0.01% 5,237 $567K New
PSA Public Storage 0.01% 2,090 $566K New
TRMB Trimble Inc. 0.01% 8,614 $562K New
ABM Abm Industries Inc. 0.01% 14,558 $561K New
FERG Ferguson Enterprises Inc. 0.01% 2,400 $560K New
FTV Fortive Corp. 0.01% 10,111 $559K New
VSNT Versant Media Group Inc. 0.01% 15,070 $558K Add +253.0%
ONEV SS SPDR R1000 Lo Vol Foc ETF 0.01% 4,143 $556K New
PR Permian Resources Corp. Class A 0.01% 25,985 $554K New
EOG EOG Resources Inc. 0.01% 3,804 $550K New
NVT Nvent Electric PLC 0.01% 4,639 $549K New
ENB Enbridge Inc. 0.01% 10,125 $548K New
DPZ Domino's Pizza Inc. 0.01% 1,526 $547K New
IXC iShares Global Energy ETF 0.01% 9,497 $547K New
SPOT Spotify Technology SA 0.01% 1,127 $547K New
VOX Vanguard Communication Servi 0.01% 3,035 $546K New
VTRS Viatris Inc. 0.01% 40,391 $546K New
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.01% 12,808 $545K New
FNDA Schwab Fndmntl US SM Co. ETF 0.01% 16,777 $544K New
BKH Black Hills Corp. 0.01% 7,809 $542K New
SON Sonoco Products Co. 0.01% 9,926 $537K New
IYW iShares Ustechnology ETF 0.01% 2,954 $536K New
LSTR Landstar System Inc. 0.01% 3,337 $535K New
SCHG Schwab US Large-Cap Growth 0.01% 18,366 $535K New
RKLB Rocket Lab Corp. 0.01% 8,328 $535K New
OWL Blue Owl Capital Inc. 0.01% 58,571 $535K New
AL Sumisho Air Lease Corp. filed as AIR LEASE CORP 0.01% 8,211 $533K New
WAT Waters Corp. 0.01% 1,788 $532K New
USFR Wisdomtree Floating Rate Tre 0.01% 10,519 $530K New
XLI SS Industrial Select Sector 0.01% 3,265 $528K New
GPC Genuine Parts Co. 0.01% 4,986 $527K New
PPG PPG Industries Inc. 0.01% 4,914 $525K New
IOT Samsara Inc. Class A 0.01% 16,556 $525K New
CNH CNH Industrial NV 0.01% 47,451 $522K New
CR Crane Co. 0.01% 3,045 $521K New
ALLY Ally Financial Inc. 0.01% 13,251 $520K New
GSAT Globalstar Inc. 0.01% 7,822 $520K New
DRS Leonardo DRS Inc. 0.01% 11,532 $513K New
AMH American Homes 4 Rent- A 0.01% 18,365 $513K New
XLP SS Consumer Staples Sel Sect 0.01% 6,252 $513K New
UL Unilever PLC-Sponsored ADR 0.01% 8,937 $509K New
ESGU iShares ESG Aware MSCI USA 0.01% 3,593 $508K New
GFS Globalfoundries Inc. 0.01% 11,421 $508K New
ATO Atmos Energy Corp. 0.01% 2,743 $507K New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.01% 11,000 $505K New
DFAW Dimensional World Eqty ETF 0.01% 6,813 $503K New
CMF iShares California Muni Bond 0.01% 8,817 $501K New
SPTM SS SPDR P S&P 1500 Comp ETF 0.01% 6,320 $500K New
BRO Brown & Brown Inc. 0.01% 7,587 $495K New
MAA Mid-America Apartment Comm 0.01% 4,050 $495K New
SONY Sony Group Corp. - SP ADR 0.01% 23,874 $494K New
GSLC Goldman Activebeta US LC ETF 0.01% 3,944 $494K New
CNP Centerpoint Energy Inc. 0.01% 11,390 $492K New
LW Lamb Weston Holdings Inc. 0.01% 11,611 $491K New
PRU Prudential Financial Inc. 0.01% 5,021 $491K New
FHN First Horizon Corp. 0.01% 21,531 $490K New
CTSH Cognizant Tech Solutions-A 0.01% 7,980 $490K New
CLX Clorox Company 0.01% 4,721 $489K New
MUB iShares National Muni Bond E 0.01% 4,605 $489K New
OTIS Otis Worldwide Corp. 0.01% 6,338 $489K New
BMO Bank of Montreal filed as BANK MONTREAL MEDIUM 0.01% 3,600 $487K New
MOAT Vaneck Morningstar Wide Moat 0.01% 5,038 $487K New
RHI Robert Half Inc. 0.01% 19,104 $485K New
CACI Caci International Inc. Class A 0.01% 892 $485K New
ASX Ase Technology Holding -ADR 0.01% 22,355 $485K New
SAP Sap SE-Sponsored ADR 0.01% 2,819 $483K New
SCHP Schwab U.S. Tips ETF 0.01% 18,129 $482K New
KNX Knight-Swift Transportation 0.01% 8,360 $481K New
MTUM iShares MSCI USA Momentum Fa 0.01% 1,995 $479K New
TXG 10X Genomics Inc. Class A 0.01% 22,549 $479K New
Q Qnity Electronics Inc. 0.01% 4,132 $477K New
VCSH Vanguard S/T Corp. Bond ETF 0.01% 6,008 $476K New
ESLT Elbit Systems Ltd. 0.01% 559 $474K New
BKR Baker Hughes Co. 0.01% 7,743 $473K New
ARTY iShares Future AI & Tech ETF 0.01% 10,152 $472K New
DFAT Dimensional US Target Value 0.01% 7,562 $472K New
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.01% 5,714 $471K New
L Loews Corp. 0.01% 4,400 $470K New
RJF Raymond James Financial Inc. 0.01% 3,241 $469K New
FMC FMC Corp. 0.01% 27,240 $469K New
FBTC Fidelity Wise Origin Bitcoin 0.01% 7,936 $468K New
SCHO Schwab Short-Term US Treas 0.01% 19,292 $468K New
VGSH Vanguard Short-Term Treasury 0.01% 7,996 $468K New
NVR NVR Inc. 0.01% 71 $468K New
O Realty Income Corp. 0.01% 7,623 $466K New
CRUS Cirrus Logic Inc. 0.01% 3,222 $466K New
CSGP Costar Group Inc. 0.01% 11,495 $464K New
FICO Fair Isaac Corp. 0.01% 434 $463K New
NWSA News Corp. Class A 0.01% 18,521 $462K New
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.01% 8,314 $462K New
MELI MercadoLibre Inc. 0.01% 266 $461K New
PRFD PIMCO Pref and Cap Sec Act 0.01% 8,945 $453K New
EFAV iShares MSCI Eafe Min Vol Fa 0.01% 4,949 $452K New
STNG Scorpio Tankers Inc. 0.01% 6,051 $452K New
AN Autonation Inc. 0.01% 2,313 $452K New
CNQ Canadian Natural Resources 0.01% 9,240 $450K New
VNQI Vanguard GLBL Ex-US Real Est 0.01% 10,107 $449K New
SOLS Solstice Adv Materials Inc. 0.01% 5,893 $449K New
TCBI Texas Capital Bancshares Inc. 0.01% 4,709 $447K New
INGR Ingredion Inc. 0.01% 3,962 $446K New
GNRC Generac Holdings Inc. 0.01% 2,284 $446K New
SGI Somnigroup International Inc. 0.01% 6,033 $446K New
APP AppLovin Corp. Class A 0.01% 1,112 $443K New
BC Brunswick Corp. 0.01% 6,050 $440K New
COR Cencora Inc. 0.01% 1,398 $439K New
TRGP Targa Resources Corp. 0.01% 1,729 $433K New
DFIV Dimensional International Va 0.01% 8,190 $432K New
VLY Valley National Bancorp 0.01% 35,173 $432K New
IRDM Iridium Communications Inc. 0.01% 15,564 $432K New
URI United Rentals Inc. 0.01% 593 $432K New
VLTO Veralto Corp. 0.01% 4,873 $431K New
WCC Wesco International Inc. 0.01% 1,573 $430K New
THG Hanover Insurance Group Inc./ 0.01% 2,481 $430K New
IBB iShares Biotechnology ETF 0.01% 2,543 $429K New
ALSN Allison Transmission Holding 0.01% 3,666 $429K New
XLY SS Consumer Disc Select Sect 0.01% 3,936 $429K New
DIVO Amplify CWP Enhan Divid ETF 0.01% 9,564 $429K New
AMKR Amkor Technology Inc. 0.01% 9,509 $428K New
GPN Global Payments Inc. 0.01% 6,356 $428K New
FE Firstenergy Corp. 0.01% 8,425 $427K New
RY Royal Bank of Canada 0.01% 2,628 $425K New
TNL Travel + Leisure Co. 0.01% 6,142 $425K New
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 0.01% 8,817 $424K New
GMED Globus Medical Inc. Class A 0.01% 4,908 $423K New
MGM MGM Resorts International 0.01% 11,353 $420K New
CHDN Churchill Downs Inc. 0.01% 4,652 $418K New
TFPM Triple Flag Precious Met 0.01% 12,004 $417K New
BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED 0.01% 5,725 $416K New
DFAS Dimensional US Small Cap ETF 0.01% 5,828 $415K New
F Ford Motor Co. filed as FORD MTR CO 0.01% 35,903 $414K New
GSK GSK PLC-Spon ADR 0.01% 7,506 $414K New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.01% 5,205 $414K New
NWE Northwestern Energy Group Inc. 0.01% 6,254 $412K New
WEC WEC Energy Group Inc. 0.01% 3,554 $411K New
CPAY Corpay Inc. 0.01% 1,413 $411K New
RGLD Royal Gold Inc. 0.01% 1,610 $410K New
XEL Xcel Energy Inc. 0.01% 5,147 $409K New
ENS Enersys 0.01% 2,348 $408K New
AEE Ameren Corporation 0.01% 3,700 $407K New
CRBN Ish Low Car Opt Ms Ac ETF-US 0.01% 1,825 $407K New
FAF First American Financial 0.01% 6,712 $405K New
HDV iShares Core High Dividend E 0.01% 2,968 $403K New
IDXX Idexx Laboratories Inc. 0.01% 716 $403K New
ETHA iShares Ethereum Trust ETF 0.01% 25,423 $402K New
W Wayfair Inc. Class A 0.01% 5,348 $402K New
DTE DTE Energy Company 0.01% 2,749 $402K New
PAYC Paycom Software Inc. 0.01% 3,305 $402K New
SCHK Schwab 1000 Index ETF 0.01% 12,787 $401K New
IEUR iShares Core MSCI Europe ETF 0.01% 5,692 $400K New
FMDE Fidelity Enhanced Mid Cap Co. 0.01% 11,077 $398K New
ARE Alexandria Real Estate Equit 0.01% 8,570 $398K New
EWBC East West Bancorp Inc. 0.01% 3,723 $397K New
IDCC Interdigital Inc. 0.01% 1,315 $397K New
LFUS Littelfuse Inc. 0.01% 1,169 $397K New
ZTS Zoetis Inc. 0.01% 3,343 $395K New
SHC Sotera Health Co. 0.01% 27,531 $395K New
BKLC BNY Mellon US LRG Cap Cor 0.01% 3,139 $392K New
CBOE Cboe Global Markets Inc. 0.01% 1,388 $390K New
LINE Lineage Inc. 0.01% 11,898 $390K New
DGX Quest Diagnostics Inc. 0.01% 1,987 $389K New
AWR American States Water Co. filed as AMER STATES WTR CO 0.01% 5,131 $388K New
APA Apa Corp. 0.01% 9,130 $387K New
EPAM Epam Systems Inc. 0.01% 2,859 $387K New
RPG Invesco S&P 500 Pure Growth 0.01% 8,197 $383K New
ACVA Acv Auctions Inc. Class A 0.01% 90,336 $383K New
DLTR Dollar Tree Inc. 0.01% 3,491 $382K New
IEF iShares 7-10 Year Treasury B 0.01% 3,995 $381K New
PDBC Invesco Optimum Yield Divers 0.01% 21,895 $379K New
UHS Universal Health Services-B 0.01% 2,093 $375K New
ZG Zillow Group Inc. Class A 0.01% 9,051 $375K New
PPL PPL Corp. 0.01% 9,793 $374K New
FNDX Schwab Fndmntl US LRG Co. ETF 0.01% 13,424 $374K New
VMBS Vanguard Mortgage-Backed Sec 0.01% 7,952 $373K New
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.01% 11,187 $373K New
RF Regions Financial Corp. 0.01% 14,276 $373K New
IUSV iShares Core S&P U.S. Value 0.01% 3,635 $372K New
AVIV Avantis Intl LRG Cap Val ETF 0.01% 4,967 $372K New
APTV Aptiv PLC 0.01% 5,340 $371K New
HIG Hartford Insurance Group Inc. 0.01% 2,735 $370K New
NVST Envista Holdings Corp. 0.01% 14,577 $370K New
IEX Idex Corp. 0.01% 1,947 $369K New
INDY iShares India 50 ETF 0.01% 8,736 $369K New
WAFD Wafd Inc. 0.01% 11,727 $368K New
TRU Transunion 0.01% 5,321 $368K New
AGX Argan Inc. 0.01% 676 $368K New
GBTC Grayscale Bitcoin Trust ETF 0.01% 6,951 $367K New
MAIN Main Street Capital Corp. 0.01% 6,904 $366K New
EMN Eastman Chemical Co. 0.01% 4,763 $364K New
MUFG Mitsubishi Ufj Finl-Spon ADR 0.01% 21,353 $362K New
FDS Factset Research Systems Inc. 0.01% 1,663 $361K New
COLL Collegium Pharmaceutical Inc. 0.01% 10,900 $360K New
AXON Axon Enterprise Inc. 0.01% 847 $360K New
BEN Franklin Templeton Inc. 0.01% 15,214 $359K New
SPEM State Street SP PTF Em ETF 0.01% 7,650 $359K New
GLTR Abrdn Precious Metals Basket 0.01% 1,633 $357K New
REG Regency Centers Corp. 0.01% 4,697 $355K New
CINF Cincinnati Financial Corp. 0.01% 2,258 $355K New
PECO Phillips Edison & Company Inc. 0.01% 9,443 $353K New
CPNG Coupang Inc. 0.01% 18,705 $353K New
XLG Invesco S&P 500 Top 50 ETF 0.01% 6,472 $353K New
ONEQ Fidelity Nasdaq Comp Indx 0.01% 4,132 $351K New
ADM Archer-Daniels-Midland Co. 0.01% 4,807 $349K New
FFIV F5 Inc. 0.01% 1,208 $349K New
HR Healthcare Realty Trust Inc. 0.01% 20,554 $349K New
SMFG Sumitomo Mitsui-Spons ADR 0.01% 17,657 $349K New
ODFL Old Dominion Freight Line 0.01% 1,774 $347K New
VTHR Vanguard Russell 3000 0.01% 1,201 $345K New
SCHZ Schwab US Aggregate Bond ETF 0.01% 14,821 $344K New
XYZ Block Inc. 0.01% 5,715 $344K New
CBRL Cracker Barrel Old Country 0.01% 12,230 $344K New
DV Doubleverify Holdings Inc. 0.01% 36,163 $344K New
FSLR First Solar Inc. 0.01% 1,740 $343K New
WY Weyerhaeuser Co. 0.01% 14,026 $343K New
CCC CCC Intelligent Solutions Ho 0.01% 57,013 $342K New
GDXJ Vaneck Junior Gold Miners 0.01% 2,841 $341K New
CSTM Constellium SE 0.01% 13,849 $340K New
TPC Tutor Perini Corp. 0.01% 4,406 $340K New
PSP Invesco Global Listed Privat 0.01% 6,000 $339K New
OMF Onemain Holdings Inc. 0.01% 6,336 $339K New
OGE Oge Energy Corp. 0.01% 7,021 $337K New
OMER Omeros Corp. 0.01% 31,880 $337K New
NLY Annaly Capital Management Inc. 0.01% 15,906 $336K New
DRI Darden Restaurants Inc. 0.01% 1,714 $336K New
LDOS Leidos Holdings Inc. 0.01% 2,158 $336K New
MFC Manulife Financial Corp. 0.01% 9,742 $336K New
WAY Waystar Holding Corp. 0.01% 13,860 $334K New
IGV iShares Expanded Tech-Softwa 0.01% 4,156 $333K New
LYFT LYFT Inc. Class A 0.01% 25,009 $333K Reduce -78.5%
CF CF Industries Holdings Inc. 0.01% 2,560 $332K New
EXC Exelon Corp. 0.01% 6,763 $332K New
MBB iShares MBS ETF 0.01% 3,490 $331K New
IGF iShares Global Infrastructur 0.01% 4,945 $331K New
GWW WW Grainger Inc. 0.01% 303 $331K New
NFG National Fuel Gas Co. 0.01% 3,519 $331K New
IYY iShares Dow Jones U.S. ETF 0.01% 2,085 $330K New
LPLA LPL Financial Holdings Inc. 0.01% 1,098 $330K New
FDL First Trust Morn DVD Lead Inc. 0.01% 6,502 $330K New
TRP TC Energy Corp. 0.01% 5,266 $330K New
FSMD Fidelity Small-Mid Multifact 0.01% 7,364 $329K New
NWL Newell Brands Inc. 0.01% 95,463 $327K New
DBMF Imgp Dbi MFT STR ETF-Usd Inc. 0.01% 10,849 $327K New
VST Vistra Corp. 0.01% 2,173 $327K New
Z Zillow Group Inc. Class C 0.01% 7,888 $326K New
ADPT Adaptive Biotechnologies 0.01% 23,503 $326K New
ESGE iShares Inc. iShares ESG Awar 0.01% 7,170 $326K New
BNL Broadstone Net Lease Inc. 0.01% 17,833 $326K New
FVD First Trust Value Line DVD 0.01% 6,909 $325K New
SAM Boston Beer Company Inc. Class A 0.01% 1,402 $323K New
MKL Markel Group Inc. 0.01% 169 $323K New
HYMB SS SPDR N Ice HY Muni ETF 0.01% 12,972 $322K New
COLM Columbia Sportswear Co. 0.01% 5,866 $322K New
RDVY First Trust Rising Dividend 0.01% 4,696 $321K New
PEGA Pegasystems Inc. 0.01% 7,525 $320K New
VIGI Vanguard Int Div App Indx FD 0.01% 3,619 $320K New
WIP State Street SPDR Ftse Inter 0.01% 8,083 $320K New
NI Nisource Inc. 0.01% 6,835 $319K New
CNXC Concentrix Corp. 0.01% 11,644 $319K New
VIOV Vanguard S&P Small-Cap 600 V 0.01% 3,126 $318K New
NTCT Netscout Systems Inc. 0.01% 10,004 $318K New
SAN Banco Santander SA-Spon ADR 0.01% 28,178 $318K New
NUVB Nuvation Bio Inc. 0.01% 74,032 $318K New
FELV Fidelity Enh LRG Cap Val ETF 0.01% 9,071 $317K New
EXR Extra Space Storage Inc. 0.01% 2,414 $316K New
FENY Fidelity MSCI Energy Index 0.01% 9,276 $316K New
CENTA Central Garden and Pet Co. Class A 0.01% 9,702 $315K New
KVYO Klaviyo Inc. Class A 0.01% 16,061 $313K New
HDEF Xtrackers MSCI Eafe High Div 0.01% 9,623 $312K New
JXN Jackson Financial Inc. Class A 0.01% 2,942 $311K New
BE Bloom Energy Corp. Class A 0.01% 2,295 $311K New
POOL Pool Corp. 0.01% 1,534 $310K New
KD Kyndryl Holdings Inc. 0.01% 23,635 $310K New
LH Labcorp Holdings Inc. 0.01% 1,160 $309K New
AVY Avery Dennison Corp. 0.01% 1,790 $309K New
DON Wisdomtree US Midcap Dividen 0.01% 5,863 $308K New
TDC Teradata Corp. 0.01% 11,985 $307K New
PK Park Hotels & Resorts Inc. 0.01% 29,169 $307K New
EQWL Invesco S&P 100 Equal Weight 0.01% 2,663 $307K New
SAIC Science Applications Inte 0.01% 3,221 $306K New
STLD Steel Dynamics Inc. 0.01% 1,696 $305K New
BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP 0.01% 4,103 $305K New
VTES Vanguard SH Term Tax-Ex Bond 0.01% 3,007 $304K New
MORN Morningstar Inc. 0.01% 1,793 $303K New
ZION Zions Bancorp NA 0.01% 5,239 $302K New
EWJ iShares MSCI Japan ETF 0.01% 3,568 $301K New
AOR iShares Core 60/40 Balanced 0.01% 4,681 $301K New
FTRE Fortrea Holdings Inc. 0.01% 31,958 $301K New
KVUE Kenvue Inc. 0.01% 17,434 $301K New
COHR Coherent Corp. 0.01% 1,261 $300K New
CZR Caesars Entertainment Inc. 0.01% 11,295 $299K New
BIV Vanguard Intermediate-Term B 0.01% 3,861 $298K New
RYN Rayonier Inc. 0.01% 14,447 $298K New
JAZZ Jazz Pharmaceuticals PLC 0.01% 1,575 $298K New
IHI iShares U.S. Medical Devices 0.01% 5,544 $296K New
ARES Ares Management Corp. Class A 0.01% 2,702 $295K New
FCFS Firstcash Holdings Inc. 0.01% 1,564 $294K New
ABCB Ameris Bancorp 0.01% 3,767 $294K New
FTSL First Trust Senior Loan ETF 0.01% 6,549 $293K New
TEX Terex Corp. 0.01% 4,964 $293K New
GSIE Goldman Sachs Activebeta Int 0.01% 6,784 $293K New
RPRX Royalty Pharma PLC Class A 0.01% 6,085 $292K New
CUBE Cubesmart 0.01% 7,931 $291K New
FBND Fidelity Total Bond ETF 0.01% 6,370 $291K New
HBAN Huntington Bancshares Inc. 0.01% 18,565 $291K New
ROIV Roivant Sciences Ltd. 0.01% 10,441 $289K New
IPGP Ipg Photonics Corp. 0.01% 2,509 $288K New
TTE Totalenergies SE 0.01% 3,140 $286K New
KEX Kirby Corp. 0.01% 2,143 $285K New
IR Ingersoll-Rand Inc. 0.01% 3,551 $285K New
BRKR Bruker Corp. 0.01% 7,877 $285K New
BAM Brookfield Asset Mgmt-A 0.01% 6,398 $284K New
HAYW Hayward Holdings Inc. 0.01% 21,113 $282K New
UNM Unum Group 0.01% 3,846 $281K New
IGIB iShares 5-10Y Inv Grade Corp. 0.01% 5,267 $280K New
CASY Casey's General Stores Inc. 0.01% 385 $280K New
ATR Aptargroup Inc. 0.01% 2,219 $280K New
MSTR Strategy Inc. 0.01% 2,235 $279K New
NXPI NXP Semiconductors NV 0.01% 1,417 $279K New
MCY Mercury General Corp. 0.01% 3,154 $278K New
ARKK ARK Innovation ETF 0.01% 4,108 $278K New
IXN iShares Global Tech ETF 0.01% 2,766 $277K New
OGS One Gas Inc. 0.01% 3,208 $276K New
UBS UBS Group AG-Reg 0.01% 7,053 $276K New
FSEC Fidelity Invest GRD Secur 0.01% 6,267 $275K New
EPR Epr Properties filed as EPR PPTYS 0.01% 5,456 $273K New
MTB M & T Bank Corp. filed as M & T BK CORP 0.01% 1,314 $272K New
MAT Mattel Inc. 0.01% 18,631 $271K New
HUN Huntsman Corp. 0.01% 20,298 $270K New
TDIV FT Nasdaq Tech DVD Index FD 0.01% 2,865 $268K New
LBTYA Liberty Global Ltd. Class A 0.01% 22,163 $268K New
SM SM Energy Co. 0.01% 8,562 $267K New
LEA Lear Corp. 0.01% 2,173 $263K New
WTRG Essential Utilities Inc. 0.01% 6,530 $263K New
DIHP Dimensional International Hi 0.01% 8,148 $263K New
EQH Equitable Holdings Inc. 0.01% 7,070 $262K New
MPT Medical Properties Trust Inc. 0.01% 56,612 $262K New
SCHH Schwab US REIT ETF 0.01% 12,190 $262K New
NXST Nexstar Media Group Inc. 0.01% 1,444 $261K New
GEHC GE Healthcare Technology 0.01% 3,655 $260K New
SLF Sun Life Financial Inc. 0.01% 4,158 $260K New
DUSB Dimension Ultrashort Fi ETF 0.01% 5,117 $259K New
CDW CDW Corp. 0.01% 2,124 $257K New
PXH Inves Rafi Emer MRKT-Usd Inc. 0.01% 9,540 $257K New
AM Antero Midstream Corp. 0.01% 11,175 $255K New
ARCC Ares Capital Corp. 0.01% 14,126 $255K New
SIGI Selective Insurance Group 0.01% 3,366 $254K New
ACM Aecom 0.01% 2,987 $253K New
SWK Stanley Black & Decker Inc. 0.01% 3,545 $252K New
COWZ Pacer US Cash Cows 100 ETF 0.01% 4,026 $252K New
CHRD Chord Energy Corp. 0.01% 1,752 $249K New
CNI Canadian Natl Railway Co. 0.01% 2,422 $249K New
DTM DT Midstream Inc. 0.01% 1,847 $249K New
CPER United States Copper Index 0.01% 7,220 $249K New
IYZ iShares US Telecommunication 0.01% 6,322 $249K New
SFL SFL Corp. Ltd. 0.01% 22,857 $247K New
PLXS Plexus Corp. 0.01% 1,214 $246K New
AXGN Axogen Inc. 0.01% 7,391 $245K New
CEF Sprott Physical Gold and Sil 0.01% 5,104 $244K New
HSY The Hershey Co. 0.01% 1,169 $243K New
ICLN iShares Global Clean Energy 0.01% 13,285 $243K New
EQT Eqt Corp. 0.01% 3,816 $243K New
CHE Chemed Corp. 0.01% 640 $242K New
SPYD SS SPDR P S&P 500 Hi Div ETF 0.01% 5,311 $242K New
IYM iShares U.S. Basic Materials 0.01% 1,374 $242K New
PINS Pinterest Inc. Class A 0.01% 13,165 $241K New
IJT iShares S&P Small-Cap 600 GR 0.01% 1,668 $241K New
NOV Nov Inc. 0.01% 12,829 $241K New
BUD Anheuser-Busch Inbev-SPN ADR 0.01% 3,477 $241K New
PHM Pultegroup Inc. 0.01% 2,049 $241K New
LAUR Laureate Education Inc. 0.01% 6,897 $240K New
EAT Brinker International Inc. 0.01% 1,681 $240K New
VAC Marriott Vacations World 0.01% 3,679 $240K New
HTO H2O America 0.01% 4,074 $239K New
BNDX Vanguard Total Intl Bond ETF 0.01% 4,965 $239K New
IGOV iShares International Treasu 0.01% 5,759 $236K New
DDEC FT Vest U.S. Equity Deep Buf 0.01% 5,338 $236K New
OLLI Ollie's Bargain Outlet Holdi 0.01% 2,562 $236K New
AVUV Avantis US Small Cap Value 0.01% 2,124 $235K New
CBSH Commerce Bancshares Inc. 0.01% 4,760 $234K New
RIO Rio Tinto PLC-Spon ADR 0.01% 2,503 $233K New
CCJ Cameco Corp. 0.01% 2,140 $232K New
FDIS Fidelity MSCI Cons Discr Ind 0.01% 2,482 $232K New
CFFN Capitol Federal Financial Inc. 0.01% 32,461 $231K New
IMNM Immunome Inc. 0.01% 10,573 $231K New
EXPD Expeditors Intl Wash Inc. 0.01% 1,610 $231K New
MTD Mettler-Toledo International 0.01% 183 $230K New
NUBD Nuveen ESG US Aggregate Bond 0.01% 10,371 $230K New
TMHC Taylor Morrison Home Corp. 0.01% 3,940 $229K New
MC Moelis & Co. Class A 0.01% 4,008 $228K New
LUV Southwest Airlines Co. 0.01% 6,063 $228K New
CAG Conagra Brands Inc. 0.01% 14,486 $228K New
RRC Range Resources Corp. 0.01% 5,038 $228K New
TRI Thomson Reuters Corp. 0.01% 2,528 $227K New
MFG Mizuho Financial Group-ADR 0.01% 28,617 $227K New
NVO Novo-Nordisk A/S-Spons ADR 0.01% 6,157 $226K New
AYI Acuity Inc. 0.01% 807 $226K New
ECPG Encore Capital Group Inc. 0.01% 3,221 $226K New
FN Fabrinet 0.01% 432 $225K New
NTB Bank of N.T. Butterfield&son 0.01% 4,280 $225K New
VGLT Vanguard Long-Term Treasury 0.01% 4,050 $224K New
TYL Tyler Technologies Inc. 0.00% 654 $224K New
TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN 0.00% 10,592 $223K New
RSPT Invesco S&P 500 Equal Weight 0.00% 4,934 $223K New
TENB Tenable Holdings Inc. 0.00% 13,193 $223K New
UI Ubiquiti Inc. 0.00% 282 $223K New
ING ING Groep N.V.-Sponsored ADR 0.00% 8,554 $223K New
NGG National Grid PLC-SP ADR 0.00% 2,624 $222K New
SU Suncor Energy Inc. 0.00% 3,353 $222K New
BCS Barclays PLC-Spons ADR 0.00% 10,450 $221K New
IGM iShares Expanded Tech Sector 0.00% 1,853 $220K New
LYG Lloyds Banking Group PLC-ADR 0.00% 43,380 $218K New
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.00% 1,007 $218K New
OIS Oil States International Inc. filed as OIL STS INTL INC 0.00% 18,738 $218K New
PPC Pilgrim's Pride Corp. 0.00% 5,757 $217K New
AFG American Financial Group Inc. 0.00% 1,701 $217K New
KGC Kinross Gold Corp. 0.00% 7,095 $217K New
AOS Smith (a.o.) Corp. 0.00% 3,278 $216K New
DFIP Dimensional Inflation-Protec 0.00% 5,176 $216K New
VONG Vanguard Russell 1000 Growth 0.00% 1,967 $216K New
CHKP Check Point Software Tech 0.00% 1,510 $216K New
VPL Vanguard Ftse Pacific ETF 0.00% 2,196 $215K New
APG Api Group Corp. 0.00% 5,283 $214K New
BTI British American Tob-SP ADR 0.00% 3,653 $214K New
SCHI Schwab 5-10 Year Corporate B 0.00% 9,414 $214K New
ZS Zscaler Inc. 0.00% 1,520 $213K New
FHLC Fidelity MSCI Health Care 0.00% 3,026 $213K New
NE Noble Corp. PLC 0.00% 4,338 $213K New
CVSA Covista Inc. 0.00% 1,844 $213K New
FIW First Trust Water ETF 0.00% 2,046 $211K New
YUMC Yum China Holdings Inc. 0.00% 4,323 $211K New
KRE SS SPDR S&P Regional Bank 0.00% 3,230 $210K New
SNAP Snap Inc. Class A 0.00% 45,697 $210K New
RNR Renaissancere Holdings Ltd. 0.00% 703 $209K New
FPX First Trust US Equity Opport 0.00% 1,314 $209K New
TD Toronto-Dominion Bank 0.00% 2,235 $209K New
IMMR Immersion Corporation 0.00% 38,110 $208K New
LBRDK Liberty Broadband-C 0.00% 4,121 $207K New
HL Hecla Mining Co. 0.00% 11,086 $207K New
STZ Constellation Brands Inc. Class A 0.00% 1,371 $206K New
CMS CMS Energy Corp. 0.00% 2,650 $206K New
RPM RPM International Inc. 0.00% 2,068 $206K New
FNB FNB Corp. 0.00% 12,253 $205K New
SR Spire Inc. 0.00% 2,249 $204K New
DOCS Doximity Inc. Class A 0.00% 8,729 $203K New
TAK Takeda Pharmaceutic-SP ADR 0.00% 10,977 $203K New
LBRT Liberty Energy Inc. 0.00% 7,005 $202K New
NDSN Nordson Corp. 0.00% 756 $201K New
REYN Reynolds Consumer Products I 0.00% 9,476 $201K New
LONZ PIMCO Senior Loan Active ETF 0.00% 4,063 $201K New
CDE Coeur Mining Inc. 0.00% 10,464 $196K New
RIG Transocean Ltd. 0.00% 29,418 $195K New
FRSH Freshworks Inc. Class A 0.00% 24,220 $194K New
SPT Sprout Social Inc. Class A 0.00% 33,474 $191K New
GPK Graphic Packaging Holding Co. 0.00% 19,175 $191K New
HLN Haleon PLC-ADR 0.00% 18,794 $188K New
SMRT Smartrent Inc. 0.00% 122,589 $184K New
AGNC AGNC Investment Corp. 0.00% 17,595 $176K New
AEO American Eagle Outfitters 0.00% 10,446 $174K New
GLUE Monte Rosa Therapeutics Inc. 0.00% 10,516 $173K New
NWG Natwest Group PLC -Spon ADR 0.00% 11,000 $164K New
GOGO Gogo Inc. 0.00% 40,541 $163K New
MIND Mind Technology Inc. 0.00% 18,448 $154K New
BULL Webull Corp. 0.00% 30,823 $148K New
BHVN Biohaven Ltd. 0.00% 16,997 $144K New
DRH Diamondrock Hospitality Co. 0.00% 15,341 $144K New
GTM Zoominfo Technologies Inc. 0.00% 23,965 $143K New
PTEN Patterson-Uti Energy Inc. 0.00% 13,170 $143K New
IRWD Ironwood Pharmaceuticals Inc. 0.00% 40,039 $141K New
MFA Mfa Financial Inc. 0.00% 13,739 $132K New
ASAN Asana Inc. Class A 0.00% 20,552 $132K New
QNST Quinstreet Inc. 0.00% 10,913 $131K New
COUR Coursera Inc. 0.00% 21,362 $124K New
BITO Proshares Bitcoin ETF-Usd 0.00% 12,829 $119K New
MQ Marqeta Inc. 0.00% 28,691 $117K New
MCW Mister Car Wash Inc. 0.00% 15,991 $111K New
KURA Kura Oncology Inc. 0.00% 13,655 $111K New
NMR Nomura Holdings Inc.-Spon ADR 0.00% 13,953 $110K New
CEPT Cantor Equity Partners Class A 0.00% 10,000 $109K New
PAGS Pagseguro Digital Ltd. Class A 0.00% 10,159 $102K New
BMBL Bumble Inc. Class A 0.00% 30,997 $101K New
LWLG Lightwave Logic Inc. 0.00% 14,000 $98K New
ALIT Alight Inc. Class A 0.00% 166,595 $97K New
RITM Rithm Capital Corp. 0.00% 10,163 $96K New
PHR Phreesia Inc. 0.00% 11,408 $96K New
UMC United Microelectron-SP ADR 0.00% 10,090 $91K New
ARDX Ardelyx Inc. 0.00% 15,035 $90K New
RCKT Rocket Pharmaceuticals Inc. 0.00% 24,766 $89K New
KRNY Kearny Financial Corp. 0.00% 11,671 $88K New
HURA Tuhura Biosciences Inc. 0.00% 48,585 $87K New
VNDA Vanda Pharmaceuticals Inc. 0.00% 12,495 $86K New
AOMR Angel Oak Mortgage REIT Inc. 0.00% 10,385 $85K New
PTON Peloton Interactive Inc. Class A 0.00% 19,869 $85K New
ALLO Allogene Therapeutics Inc. 0.00% 34,452 $84K New
ACDC Profrac Holding Corp. Class A 0.00% 13,425 $83K New
NOK Nokia Corp.-Spon ADR 0.00% 10,323 $83K New
RXRX Recursion Pharmaceuticals-A 0.00% 26,131 $80K New
BLMN Bloomin' Brands Inc. 0.00% 14,573 $79K New
PD Pagerduty Inc. 0.00% 12,434 $77K New
ESBA Empire State Realty Op LP-Es 0.00% 15,311 $77K New
LUMN Lumen Technologies Inc. 0.00% 10,804 $75K New
OEC Orion SA 0.00% 11,409 $74K New
QS Quantumscape Corp. 0.00% 11,368 $73K New
SATL Satellogic Inc. Class A 0.00% 13,090 $71K New
UDMY Udemy Inc. 0.00% 14,999 $69K New
UWMC Uwm Holdings Corp. 0.00% 18,618 $67K New
RPAY Repay Holdings Corp. 0.00% 24,658 $64K New
SG Sweetgreen Inc. Class A 0.00% 11,845 $61K New
UAA Under Armour Inc. Class A 0.00% 10,150 $60K New
LZ Legalzoomcom Inc. 0.00% 10,556 $60K New
RC Ready Capital Corp. 0.00% 36,214 $59K New
DERM Journey Medical Corp. 0.00% 12,436 $58K New
PLTK Playtika Holding Corp. 0.00% 20,800 $58K New
LUNG Pulmonx Corp. 0.00% 44,733 $58K New
BDN Brandywine Realty Trust 0.00% 21,152 $57K New
BLND Blend Labs Inc. Class A 0.00% 33,308 $57K New
CRSR Corsair Gaming Inc. 0.00% 10,035 $56K New
AMBP Ardagh Metal Packaging SA 0.00% 13,749 $56K New
SFIX Stitch Fix Inc. Class A 0.00% 16,274 $54K New
BYND Beyond Meat Inc. 0.00% 74,838 $53K New
BTE Baytex Energy Corp. 0.00% 11,409 $51K New
RXT Rackspace Technology Inc. 0.00% 46,069 $45K New
CERS Cerus Corp. 0.00% 24,272 $44K New
PEBBLEBROOK HOTEL TRUST (PEB 1.75 12/15/26) 0.00% 45,000 $44K New
OPK Opko Health Inc. 0.00% 37,950 $43K New
HNST The Honest Co. Inc. 0.00% 14,439 $42K New
ZIP Ziprecruiter Inc. Class A 0.00% 21,958 $40K New
ACCO Acco Brands Corp. 0.00% 12,939 $39K New
ELME Elme Communities 0.00% 18,942 $38K New
ALDX Aldeyra Therapeutics Inc. 0.00% 22,199 $38K New
EGHT 8X8 Inc. 0.00% 22,350 $37K New
DNUT Krispy Kreme Inc. 0.00% 10,587 $36K New
MVIS Microvision Inc. 0.00% 52,451 $34K New
OKTA INC (OKTA 0.375 06/15/26) 0.00% 31,000 $31K New
CMRC Commerce.com Inc. 0.00% 11,341 $30K New
NXDR Nextdoor Holdings Inc. 0.00% 21,298 $30K New
SABR Sabre Corp. 0.00% 20,014 $29K New
CRDF Cardiff Oncology Inc. 0.00% 16,956 $27K New
UNITY SOFTWARE INC (U 0 11/15/26) 0.00% 25,000 $24K New
ORBS Eightco Holdings Inc. 0.00% 23,278 $22K New
QSI Quantum-Si Inc. 0.00% 27,560 $21K New
GDRX Goodrx Holdings Inc. Class A 0.00% 10,711 $21K New
GETY Getty Images Holdings Inc. 0.00% 25,560 $20K New
PACB Pacific Biosciences of Calif 0.00% 14,006 $18K New
CNDT Conduent Inc. 0.00% 14,272 $18K New
FATE Fate Therapeutics Inc. 0.00% 14,437 $17K New
SVC Service Pptys TR 0.00% 11,701 $16K New
LPRO Open Lending Corp. 0.00% 12,475 $16K New
CLOUDFLARE INC (NET 0 08/15/26) 0.00% 12,000 $14K New
HUMA Humacyte Inc. 0.00% 22,487 $14K New
LAB Standard Biotools Inc. 0.00% 11,479 $11K New
NFE New Fortress Energy Inc. 0.00% 13,895 $8K New
MXCT Maxcyte Inc. 0.00% 11,024 $8K New
SLQT Selectquote Inc. 0.00% 11,778 $7K New
DCGO Docgo Inc. 0.00% 10,914 $7K New
GOSS Gossamer Bio Inc. 0.00% 20,068 $7K New

Portfolio Sells Q4 2025 → Q1 2026

VTI VG Morningstar TS MKT ETF-US Reduce -1.6% 2.06% −1.59
DFAC Dimensional US Core Equity 2 Reduce -6.3% 1.52% −1.24
IWB iShares Russell 1000 ETF Reduce -3.0% 1.27% −1.02
TMUS T-Mobile US Inc. Reduce -1.4% 0.66% −0.42
DFAX Dimensional World Ex US Core Reduce -9.0% 0.46% −0.35
EFA iShares MSCI Eafe ETF Reduce -1.2% 0.51% −0.34
PFE Pfizer Inc. Reduce -67.7% 0.09% −0.31
SBUX Starbucks Corp. Reduce -0.2% 0.53% −0.31
JEPI JPMorgan Equity Premium Inco Reduce -89.9% 0.02% −0.25
BAC Bank of America Corp. Reduce -4.9% 0.14% −0.13
CNC Centene Corp. Reduce -7.2% 0.09% −0.12
INTC Intel Corp. Reduce -9.4% 0.21% −0.11
SCHX Schwab US Large-Cap ETF Reduce -2.8% 0.12% −0.10
EEM iShares MSCI Emerging Market Reduce -8.3% 0.13% −0.10
LYFT LYFT Inc. Class A Reduce -78.5% 0.01% −0.08
CMCSA Comcast Corp. Class A Reduce -0.6% 0.07% −0.05

Portfolio Buys Q4 2025 → Q1 2026

SPY SS SPDR S&P 500 ETF Trust-US New 0.87% +0.87
TSLA Tesla Inc. New 0.81% +0.81
IWF iShares Russell 1000 Growth New 0.77% +0.77
IVV iShares Core S&P 500 ETF New 0.73% +0.73
IWV iShares Russell 3000 ETF New 0.63% +0.63
META Meta Platforms Inc. Class A New 0.61% +0.61
BRK.B Berkshire Hathaway Inc. Class B New 0.58% +0.58
VOO Vanguard S&P 500 ETF New 0.56% +0.56
QQQ Invesco QQQ Trust Series 1 New 0.54% +0.54
COST Costco Wholesale Corp. New 0.54% +0.54
AVGO Broadcom Inc. New 0.49% +0.49
IWM iShares Russell 2000 ETF New 0.46% +0.46
JPM JPMorgan Chase & Co. New 0.44% +0.44
BRK.A Berkshire Hathaway Inc. Class A New 0.38% +0.38
LII Lennox International Inc. New 0.33% +0.33
LLY Eli Lilly & Co. New 0.32% +0.32
JNJ Johnson & Johnson New 0.31% +0.31
ORCL Oracle Corp. New 0.29% +0.29
PEP Pepsico Inc. New 0.28% +0.28
DLR Digital Realty Trust Inc. New 0.28% +0.28
HD Home Depot Inc. New 0.28% +0.28
AMGN Amgen Inc. New 0.26% +0.26
VV Vngrd Mrgstr LRG-Cap ETF-Usd New 0.26% +0.26
MRK Merck & Co. Inc. New 0.24% +0.24
PCAR Paccar Inc. New 0.23% +0.23
PLTR Palantir Technologies Inc. Class A New 0.22% +0.22
AMD Advanced Micro Devices New 0.22% +0.22
MU Micron Technology Inc. New 0.22% +0.22
SNOW Snowflake Inc. New 0.21% +0.21
VUG Vanguard Mrngstar GR ETF-Sui New 0.20% +0.20
CB Chubb Ltd. New 0.19% +0.19
DELL Dell Technologies -C New 0.19% +0.19
MAR Marriott International Class A New 0.19% +0.19
LOW Lowe's Cos Inc. New 0.18% +0.18
KLAC KLA Corp. New 0.18% +0.18
PG The Procter & Gamble Co. New 0.18% +0.18
V Visa Inc. Class A New 0.18% +0.18
IWD iShares Russell 1000 Value E New 0.17% +0.17
FIX Comfort Systems USA Inc. New 0.17% +0.17
GE General Electric New 0.17% +0.17
VTV Vanguard Mrngstr Val ETF-Aui New 0.17% +0.17
NFLX Netflix Inc. New 0.16% +0.16
CAT Caterpillar Inc. New 0.16% +0.16
GEV GE Vernova Inc. New 0.16% +0.16
CRM Salesforce Inc. New 0.16% +0.16
CVX Chevron Corp. New 0.16% +0.16
CSCO Cisco Systems Inc. New 0.16% +0.16
ABBV Abbvie Inc. New 0.16% +0.16
EIX Edison International New 0.15% +0.15
EMXC iShares MSCI Emr MRK Ex Chna New 0.15% +0.15

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,422$5.4BAMZN, MSFT, AAPL, NVDA, VTI
Q1 2026Amended 1,200$4.5BAMZN, MSFT, AAPL, NVDA, VTI
Q4 2025 55$2.7BAMZN, MSFT, AAPL, NVDA, VTI
Q3 2025 1,025$4.2BAMZN, MSFT, AAPL, VTI, NVDA
Q2 2025 925$3.7BAMZN, MSFT, AAPL, VTI, NVDA
Q1 2025 700$3.1BAMZN, MSFT, AAPL, VTI, DFAC
Q4 2024Amended 683$3.5BAMZN, MSFT, AAPL, VTI, DFAC
Q3 2024Amended 579$2.7BAMZN, MSFT, AAPL, VTI, IWB
Q2 2024Amended 634$3.0BAMZN, MSFT, AAPL, VTI, DFAC
Q1 2024 630$2.8BAMZN, MSFT, AAPL, VTI, IWB