Destiny Wealth Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Destiny Wealth Partners, LLC reported 1,142 stock positions worth $914.4 million. Its top holding was JPMorgan Core Plus Bond ETF (JCPB) at 4.5% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 4.3%) and Dim US Large Cap Value ETF (DFLV, 4.0%). Compared with Q4 2025, it opened 934 new positions, sold out of 2, added to 77 and reduced 62. The biggest buy was a new position in Fidelity Total Bond ETF (FBND) and the biggest sale SS Doubleline TR Tact ETF (TOTL, shares −100%).

Most Recent 13F
Q2 2026
Location
TAVARES, FL
CIK
0001844369
Portfolio Value
$914.4M (Q1 2026)
SEC Filing
0001844369-26-000004 ↗ filed May 11, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $558.0M Q1 2024 Q2 2024: $556.5M Q2 2024 Q3 2024: $570.2M Q3 2024 Q4 2024: $612.2M Q4 2024 Q1 2025: $630.3M Q1 2025 Q2 2025: $744.1M Q2 2025 Q3 2025: $816.3M Q3 2025 Q4 2025: $871.5M Q4 2025 Q1 2026: $914.4M $914.4M Q1 2026 Q2 2026: $708.8M Q2 2026

Holdings 1,142 stocks · $914.4M

JCPB JPMorgan Core Plus Bond ETF 4.47% 868,586 $40.9M Add +1.6%
VUG Vanguard Mrngstar GR ETF-Sui 4.32% 90,462 $39.5M Add +1.3%
DFLV Dim US Large Cap Value ETF 3.96% 1,014,935 $36.2M Reduce -2.0%
JAAA Janus Henderson Aaa Clo ETF 3.82% 693,764 $34.9M Reduce -2.0%
DFAX Dimensional World Ex US Core 3.01% 811,078 $27.6M Add +1.0%
AMZN Amazon.com Inc. 2.96% 129,968 $27.1M Add +8.0%
GOOGL Alphabet Inc. Class A 2.43% 77,319 $22.2M Reduce -2.5%
AAPL Apple Inc. 2.35% 84,637 $21.5M Add +10.6%
NVDA Nvidia Corp. 2.03% 106,350 $18.5M Add +0.1%
SEIX Virtus Seix Senior Loan ETF 1.86% 738,372 $17.0M Add +1.6%
FBND Fidelity Total Bond ETF 1.86% 372,364 $17.0M New
MSFT Microsoft Corp. 1.69% 41,681 $15.4M Add +11.8%
JPIB JPMorgan Intl BND ETF 1.63% 311,935 $14.9M New
TSLA Tesla Inc. 1.61% 39,662 $14.7M Reduce -0.1%
EVTR Eaton Vance Total Return 1.61% 289,788 $14.7M Add +0.4%
PAVE Global X US Infrastructure 1.57% 282,611 $14.4M Add +0.3%
AVEM Avantis Emerging Markets Eq 1.54% 174,958 $14.1M Reduce -4.7%
IYM iShares U.S. Basic Materials 1.53% 79,439 $14.0M New
CLOI Vaneck Clo ETF 1.53% 264,711 $14.0M New
FCOM Fidelity MSCI Comm Serv Indx 1.50% 200,794 $13.7M Add +0.6%
DFIV Dimensional International Va 1.42% 246,339 $13.0M Reduce -1.9%
VIG Vanguard Dividend Apprec ETF 1.42% 60,201 $12.9M Reduce -0.3%
USHY iShares Broad Usd High Yield 1.40% 346,410 $12.8M Add +11.9%
IGLB iShares 10+ Year Inv GR Corp. 1.37% 252,840 $12.5M New
SYK Stryker Corp. 1.36% 37,811 $12.4M Reduce -1.1%
QQQ Invesco QQQ Trust Series 1 1.30% 20,675 $11.9M Add +33.6%
ANGL Vaneck Fallen Angel High YLD 1.25% 397,154 $11.4M Add +1.2%
AVGO Broadcom Inc. 1.22% 35,976 $11.1M Add +1.9%
JBBB Janus Henderson B-BBB Clo Et 1.22% 238,591 $11.1M Reduce -15.0%
BRK.A Berkshire Hathaway Inc. Class A 1.18% 15 $10.8M No change
CIBR First Trust Nasdaq Cybersecu 1.17% 170,016 $10.7M Add +2.7%
SPY SS SPDR S&P 500 ETF Trust-US 1.14% 16,040 $10.4M Add +46.5%
SCHR Schwab Intermediate-Term US 1.12% 410,385 $10.2M Add +0.2%
SDY SS SPDR S&P Dividend ETF 1.10% 68,887 $10.1M Reduce -0.3%
NLR Vaneck Urani & Nuclr ETF-Usd 1.07% 73,551 $9.8M Reduce -30.6%
BRK.B Berkshire Hathaway Inc. Class B 0.95% 18,170 $8.7M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.91% 29,038 $8.3M Add +133.0%
PYLD PIMCO Multisector Bond Actv 0.91% 317,485 $8.3M New
IDHQ Invesco S&P International DE 0.86% 223,575 $7.9M New
FLTR Vaneck Ig Floating Rate ETF 0.82% 294,165 $7.5M Add +3.7%
VYM Vanguard High DVD Yield ETF 0.79% 48,896 $7.2M Reduce -0.0%
GEM Goldman Sachs Activebeta Em 0.75% 158,594 $6.9M Reduce -2.9%
VMBS Vanguard Mortgage-Backed Sec 0.75% 145,153 $6.8M Reduce -0.0%
PDI PIMCO Dynamic Income Fund 0.69% 370,610 $6.3M New
PLTR Palantir Technologies Inc. Class A 0.65% 40,427 $5.9M Add +2.1%
VT Vanguard Tot World STK ETF 0.64% 42,296 $5.9M Reduce -0.2%
CRWD CrowdStrike Holdings Inc. Class A 0.63% 14,672 $5.7M Add +2.8%
PULS Pgim Ultra Short Bond ETF 0.60% 110,214 $5.5M Reduce -4.0%
META Meta Platforms Inc. Class A 0.59% 9,371 $5.4M Add +3.5%
AMD Advanced Micro Devices 0.57% 25,621 $5.2M Add +2.7%
JPM JPMorgan Chase & Co. 0.56% 17,386 $5.1M Add +315.5%
VTIP Vanguard Short-Term Tips 0.54% 99,289 $5.0M Add +3.6%
SPGM State Street SPDR Portfolio 0.51% 62,183 $4.7M Reduce -2.2%
XLK SS Technology Select Sector 0.51% 34,878 $4.6M Reduce -74.5%
CGGR Cap Group Growth Equity 0.51% 114,939 $4.6M Add +1.5%
NFLX Netflix Inc. 0.50% 47,401 $4.6M Add +4.0%
JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F 0.48% 66,088 $4.4M Reduce -2.7%
UBER Uber Technologies Inc. 0.48% 60,907 $4.4M Add +3.7%
JQUA JPMorgan US Quality Factor 0.48% 71,254 $4.4M Add +2.7%
JMBS Janus Henderson Mortg Backed 0.44% 88,289 $4.0M Add +0.8%
OKLO Oklo Inc. 0.43% 78,509 $3.9M New
VB Vanguard Most SM-Cap ETF-Usd 0.41% 14,392 $3.8M Add +0.0%
GOOG Alphabet Inc. Class C 0.39% 12,308 $3.5M Add +77.2%
RDDT Reddit Inc. Class A 0.36% 24,543 $3.3M Reduce -12.8%
IWD iShares Russell 1000 Value E 0.33% 14,293 $3.1M No change
GLD SPDR Gold Shares 0.33% 7,013 $3.0M Add +7.6%
IBB iShares Biotechnology ETF 0.30% 16,234 $2.7M Reduce -0.4%
LMBS First Trust Low Duration Opp 0.29% 53,191 $2.6M Reduce -4.2%
FLOT iShares Floating Rate Bond E 0.26% 47,317 $2.4M Reduce -3.9%
XT Ishar Fture Exp Tech ETF-Usd 0.23% 30,209 $2.1M No change
ITOT iShares Core S&P Total U.S. 0.22% 14,393 $2.0M Reduce -2.3%
BXSL Blackstone Secured Lending F 0.22% 84,649 $2.0M Reduce -79.9%
ONEQ Fidelity Nasdaq Comp Indx 0.21% 22,850 $1.9M No change
SPSB SS SPDR P St C Corp. ETF 0.21% 62,591 $1.9M No change
XOM Exxon Mobil Corp. 0.20% 10,788 $1.8M Add +10.3%
IVV iShares Core S&P 500 ETF 0.20% 2,740 $1.8M Add +6.5%
VOO Vanguard S&P 500 ETF 0.19% 2,960 $1.8M Reduce -5.4%
ETB Eaton Vance T/M Buy-WRT Inc. 0.19% 119,355 $1.7M New
EPD Enterprise Products Partners 0.18% 43,400 $1.6M New
VXF Vanguard Extended Market ETF 0.17% 7,746 $1.6M Add +17.7%
MCD McDonald's Corp. 0.17% 5,041 $1.6M Add +252.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.17% 7,891 $1.5M Reduce -3.6%
BNDW Vanguard Total World Bond Et 0.17% 22,636 $1.5M Reduce -0.8%
MINO PIMCO Municipal Income Oppor 0.17% 33,887 $1.5M Add +17.3%
IJR iShares Core S&P Small-Cap E 0.16% 11,497 $1.4M Reduce -1.3%
SPAB SS SPDR P Agg Bond ETF 0.15% 54,239 $1.4M Reduce -2.3%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.14% 4,349 $1.3M Reduce -6.8%
ABBV Abbvie Inc. 0.13% 5,561 $1.2M Add +10.0%
WMT Walmart Inc. 0.13% 9,721 $1.2M Reduce -2.0%
FDN First Trust DJ Internet Ind 0.13% 5,032 $1.2M No change
LLY Eli Lilly & Co. 0.13% 1,276 $1.2M Add +60.1%
PKW Invesco Buyback Achievers Et 0.12% 8,618 $1.1M No change
VEA Vanguard Ftse Developed ETF 0.12% 17,593 $1.1M Add +0.3%
VEU Vanguard Ftse All-World Ex-U 0.12% 14,949 $1.1M Reduce -2.3%
SHYM iShares Short Duration High 0.12% 48,680 $1.1M Add +18.2%
PSLV Sprott Physical Silver Trust 0.12% 43,861 $1.1M Add +49.8%
IJH iShares Core S&P Midcap ETF 0.11% 15,449 $1.0M Reduce -2.8%
WM Waste Management Inc. 0.11% 4,534 $1.0M Add +267.4%
CVX Chevron Corp. 0.11% 4,829 $999K Add +21.1%
MUNI PIMCO Intermediate Municipal 0.11% 18,775 $980K Add +17.5%
HD Home Depot Inc. 0.11% 2,969 $976K Add +108.5%
MAR Marriott International Class A 0.11% 2,952 $965K No change
GSIE Goldman Sachs Activebeta Int 0.10% 21,984 $948K Add +11.0%
SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS 0.10% 19,877 $928K Reduce -4.3%
XLF SS Financial Select Sector 0.10% 18,422 $909K No change
QUAL iShares MSCI USA Quality Fac 0.10% 4,675 $897K Reduce -1.1%
IWM iShares Russell 2000 ETF 0.10% 3,609 $895K Add +36.2%
BLK BlackRock Inc. 0.09% 860 $827K Add +70.0%
ESGU iShares ESG Aware MSCI USA 0.09% 5,806 $821K Reduce -2.0%
DBEF Xtrackers MSCI Eafe Hedged E 0.09% 16,260 $803K No change
IWV iShares Russell 3000 ETF 0.09% 2,154 $798K No change
V Visa Inc. Class A 0.09% 2,626 $794K Add +0.7%
DGX Quest Diagnostics Inc. 0.09% 4,000 $784K No change
USMV iShares MSCI USA Min Vol Fac 0.08% 8,302 $770K Reduce -25.6%
ORLY O'reilly Automotive Inc. 0.08% 8,295 $766K No change
VGT Vanguard Info Tech ETF 0.08% 1,074 $749K New
HCA HCA Healthcare Inc. 0.08% 1,580 $748K No change
GS Goldman Sachs Group Inc. 0.08% 879 $744K No change
VWO Vanguard Ftse Emerging Marke 0.08% 13,741 $743K Add +133.1%
EMLP First Trust North American E 0.08% 16,588 $724K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.08% 3,282 $713K No change
TT Trane Technologies PLC 0.08% 1,709 $712K No change
AIVL Wisdomtree US AI Enhanced Va 0.08% 6,120 $708K No change
IWR iShares Russell Mid-Cap ETF 0.07% 6,893 $670K No change
RTX RTX Corp. 0.07% 3,415 $659K Add +0.1%
OTF Blue Owl Technology Finance 0.07% 50,744 $629K Add +77.5%
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.07% 54,911 $617K Add +14.5%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.07% 1,321 $612K New
CSCO Cisco Systems Inc. 0.06% 7,471 $580K Add +31.6%
SPTM SS SPDR P S&P 1500 Comp ETF 0.06% 7,194 $569K Reduce -1.2%
XLY SS Consumer Disc Select Sect 0.06% 5,204 $567K No change
VTI VG Morningstar TS MKT ETF-US 0.06% 1,753 $562K Add +0.8%
COST Costco Wholesale Corp. 0.06% 563 $561K Add +0.5%
SNDA Sonida Senior Living Inc. 0.06% 16,592 $535K New
CAT Caterpillar Inc. 0.06% 754 $534K No change
XLC SS Comm Select Sector SPDR 0.06% 4,815 $534K No change
DFAC Dimensional US Core Equity 2 0.06% 13,326 $518K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 10,234 $499K Add +1.3%
FNDX Schwab Fndmntl US LRG Co. ETF 0.05% 17,738 $494K Add +32.5%
VPL Vanguard Ftse Pacific ETF 0.05% 5,037 $492K No change
WFC Wells Fargo & Co. 0.05% 6,091 $485K New
IWF iShares Russell 1000 Growth 0.05% 1,136 $484K No change
CDE Coeur Mining Inc. 0.05% 25,523 $479K New
SPYM Ste STR SPDR PT S&P 500 ETF 0.05% 6,134 $469K No change
VFQY Vanguard U.S. Quality Factor 0.05% 3,129 $467K No change
GOVT iShares US Treasury Bond ETF 0.05% 20,304 $465K Reduce -1.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 1,917 $465K Add +13.6%
LMT Lockheed Martin Corp. 0.05% 764 $461K Add +0.1%
PEP Pepsico Inc. 0.05% 2,912 $452K Reduce -3.7%
SMLF iShares US Smallcap Equity F 0.05% 5,881 $444K No change
EQWL Invesco S&P 100 Equal Weight 0.05% 3,842 $443K Add +36.7%
XLI SS Industrial Select Sector 0.05% 2,735 $442K No change
LIN Linde PLC 0.05% 888 $440K Add +7.3%
IEFA iShares Core MSCI Eafe ETF 0.05% 4,784 $433K No change
BX Blackstone Inc. 0.05% 3,651 $420K Add +19.5%
JNJ Johnson & Johnson 0.05% 1,710 $418K Reduce -7.8%
BIL SS SPDR BB 1-3M T-Bill ETF 0.05% 4,547 $417K No change
MRK Merck & Co. Inc. 0.04% 3,367 $405K Reduce -4.9%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.04% 2,143 $395K Add +0.2%
FBT First Trust Nyse Arca Biotec 0.04% 1,938 $389K No change
UPS United Parcel Service Class B 0.04% 3,905 $384K No change
SCHP Schwab U.S. Tips ETF 0.04% 14,309 $381K Reduce -11.6%
PG The Procter & Gamble Co. 0.04% 2,614 $377K Add +80.9%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.04% 285 $376K No change
AOR iShares Core 60/40 Balanced 0.04% 5,754 $370K No change
T AT&T Inc. 0.04% 12,439 $361K Add +5.8%
JSI JH Securitized Income ETF 0.04% 6,934 $357K Add +26.3%
TSEM Tower Semiconductor Ltd. 0.04% 2,000 $351K No change
RCL Royal Caribbean Cruises Ltd. 0.04% 1,271 $350K No change
VBIL Vanguard 0-3M T-Bill ETF 0.04% 4,457 $337K Add +1.8%
IEUR iShares Core MSCI Europe ETF 0.04% 4,727 $332K Add +19.6%
DRI Darden Restaurants Inc. 0.04% 1,691 $332K No change
IEMG iShares Core MSCI Emerging 0.04% 4,712 $329K Add +58.9%
MTUM iShares MSCI USA Momentum Fa 0.04% 1,366 $328K No change
QTEC First Trust Nasdq 100 Tech I 0.04% 1,515 $327K No change
ILF iShares Latin America 40 ETF 0.04% 9,131 $324K No change
PANW Palo Alto Networks Inc. 0.03% 1,990 $319K Reduce -0.3%
FXL First Trust Technology Alpha 0.03% 1,980 $315K No change
MO Altria Group Inc. 0.03% 4,703 $310K New
EFA iShares MSCI Eafe ETF 0.03% 3,128 $304K No change
IBIT iShares Bitcoin Trust ETF 0.03% 7,845 $301K New
PWR Quanta Services Inc. 0.03% 546 $300K No change
UNH Unitedhealth Group Inc. 0.03% 1,090 $295K Add +55.9%
MOAT Vaneck Morningstar Wide Moat 0.03% 3,050 $295K No change
SSRM SSR Mining Inc. 0.03% 10,000 $294K New
SCHW Schwab (charles) Corp. 0.03% 3,115 $293K Add +1.4%
GBTC Grayscale Bitcoin Trust ETF 0.03% 5,356 $283K Reduce -8.5%
XLV SS Health Care Select Sector 0.03% 1,912 $280K No change
TDIV FT Nasdaq Tech DVD Index FD 0.03% 2,959 $277K No change
VSS Vanguard Ftse All Wo X-US SC 0.03% 1,866 $272K No change
TFC Truist Financial Corp. 0.03% 5,887 $271K New
CVS CVS Health Corp. 0.03% 3,767 $271K New
KO The Coca-Cola Co. 0.03% 3,544 $270K Reduce -6.8%
PM Philip Morris International 0.03% 1,596 $264K Reduce -18.6%
VIGI Vanguard Int Div App Indx FD 0.03% 2,979 $264K Reduce -96.7%
SLV iShares Silver Trust 0.03% 3,830 $261K Reduce -0.9%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.03% 857 $259K No change
USIG iShares Broad Usd Investment 0.03% 4,982 $255K No change
URNM Sprott Uranium Miners ETF 0.03% 4,000 $253K New
GBFH Gbank Financial Holdings Inc. 0.03% 9,385 $251K Reduce -8.8%
PLD Prologis Inc. 0.03% 1,880 $248K New
ACN Accenture PLC Class A 0.03% 1,247 $247K Add +38.1%
IXC iShares Global Energy ETF 0.03% 4,289 $247K New
SOXL Direx Dail Semi Bu 3X Et-Usd 0.03% 5,128 $246K No change
XLP SS Consumer Staples Sel Sect 0.03% 2,926 $240K No change
QCOM Qualcomm Inc. 0.03% 1,813 $234K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.03% 2,412 $232K Reduce -10.5%
SIL Global X Silver Miners ETF 0.03% 2,580 $232K New
TMO Thermo Fisher Scientific Inc. 0.03% 467 $230K No change
EEM iShares MSCI Emerging Market 0.02% 4,017 $228K No change
HL Hecla Mining Co. 0.02% 12,085 $225K New
NUEM Nuveen ESG Emerging Markets 0.02% 6,058 $223K No change
IAU iShares Gold Trust 0.02% 2,511 $221K No change
AMLP Alerian MLP ETF 0.02% 4,160 $219K No change
XLE SS Energy Select Sector 0.02% 3,562 $218K New
MA Mastercard Inc. Class A 0.02% 435 $217K Add +5.6%
DE Deere & Co. 0.02% 383 $216K New
AG First Majestic Silver Corp. 0.02% 10,000 $215K New
ISCG iShares Morningstar Small-Ca 0.02% 3,914 $214K No change
COP Conocophillips 0.02% 1,622 $214K New
ADP Automatic Data Processing 0.02% 1,040 $211K New
VRT Vertiv Holdings Co. Class A 0.02% 831 $208K New
FXO First Trust Financial Alphad 0.02% 3,672 $206K No change
HIG Hartford Insurance Group Inc. 0.02% 1,516 $205K New
VGSH Vanguard Short-Term Treasury 0.02% 3,500 $205K No change
IJS iShares S&P Small-Cap 600 Va 0.02% 1,727 $205K No change
VDE Vanguard Energy ETF 0.02% 1,173 $203K New
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.02% 4,341 $201K Reduce -8.6%
SHY iShares 1-3 Year Treasury Bo 0.02% 2,411 $199K New
ABT Abbott Laboratories 0.02% 1,934 $199K New
AMGN Amgen Inc. 0.02% 557 $196K New
HON Honeywell International Inc. 0.02% 854 $193K New
REGN Regeneron Pharmaceuticals 0.02% 247 $191K New
VLUE iShares MSCI USA Value Facto 0.02% 1,316 $187K Reduce -8.7%
INTU Intuit Inc. 0.02% 432 $187K Reduce -15.8%
BP BP PLC-Spons ADR 0.02% 3,942 $185K New
ZTS Zoetis Inc. 0.02% 1,565 $185K New
ALL Allstate Corp. 0.02% 887 $184K New
UUUU Energy Fuels Inc. 0.02% 10,000 $183K New
BOTZ Global X Robotics & Artifici 0.02% 5,492 $182K Reduce -0.5%
SBUX Starbucks Corp. 0.02% 2,017 $181K New
JPST JPMorgan Ultra-Short Income 0.02% 3,556 $180K New
LOW Lowe's Cos Inc. 0.02% 754 $178K New
NEE Nextera Energy Inc. 0.02% 1,915 $178K New
CSX CSX Corp. 0.02% 4,280 $176K New
LH Labcorp Holdings Inc. 0.02% 657 $175K New
NEM Newmont Corp. 0.02% 1,596 $173K No change
DTCR Global X Data Center & Digit 0.02% 7,202 $173K New
SGDJ Sprott Jr. Gold Miners ETF 0.02% 2,000 $172K New
ANET Arista Networks Inc. 0.02% 1,401 $172K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.02% 3,740 $172K New
IVW iShares S&P 500 Growth ETF 0.02% 1,506 $170K New
MU Micron Technology Inc. 0.02% 490 $166K New
GLW Corning Inc. 0.02% 1,215 $165K New
MCHP Microchip Technology Inc. 0.02% 2,538 $164K New
EFV iShares MSCI Eafe Value ETF 0.02% 2,196 $163K New
C Citigroup Inc. 0.02% 1,437 $163K New
GD General Dynamics Corp. 0.02% 473 $162K New
AFL Aflac Inc. 0.02% 1,477 $162K New
BA The Boeing Co. 0.02% 788 $157K New
QSR Restaurant Brands Intern 0.02% 2,116 $156K New
GILD Gilead Sciences Inc. 0.02% 1,105 $154K New
FAST Fastenal Co. 0.02% 3,305 $153K New
SGDM Sprott Gold Miners ETF 0.02% 2,015 $152K New
VGK Vanguard Ftse Europe ETF 0.02% 1,835 $151K New
ORI Old Republic Intl Corp. 0.02% 3,755 $150K New
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.02% 942 $149K New
CEG Constellation Energy 0.02% 532 $149K New
ORCL Oracle Corp. 0.02% 998 $147K New
GEN Gen Digital Inc. 0.02% 7,767 $146K New
EQX Equinox Gold Corp. 0.02% 10,000 $145K New
PAYX Paychex Inc. 0.02% 1,569 $145K New
APO Apollo Global Management Inc. 0.02% 1,281 $143K New
GEV GE Vernova Inc. 0.02% 163 $142K New
IWL iShares Russell Top 200 ETF 0.02% 880 $141K New
SMH Vaneck Semiconductor ETF 0.02% 367 $141K New
FDS Factset Research Systems Inc. 0.02% 646 $140K New
VZ Verizon Communications Inc. 0.02% 2,783 $140K New
EXE Expand Energy Corp. 0.02% 1,264 $139K New
SAIC Science Applications Inte 0.02% 1,461 $139K New
IXN iShares Global Tech ETF 0.01% 1,376 $138K New
EGO Eldorado Gold Corp. 0.01% 4,000 $137K New
SF Stifel Financial Corp. 0.01% 1,852 $137K New
BR Broadridge Financial Solutio 0.01% 842 $137K New
CEF Sprott Physical Gold and Sil 0.01% 2,851 $136K New
XSMO Invesco S&P Smallcap Momentu 0.01% 1,781 $135K New
ARES Ares Management Corp. Class A 0.01% 1,237 $135K New
CRM Salesforce Inc. 0.01% 722 $135K Reduce -29.4%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.01% 928 $135K New
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.01% 1,484 $134K New
MDT Medtronic PLC 0.01% 1,535 $133K New
DGRW Wisdomtree U.S. Quality Divi 0.01% 1,499 $132K New
JEF Jefferies Financial Group Inc. 0.01% 3,183 $131K New
DPZ Domino's Pizza Inc. 0.01% 364 $130K New
INTF iShares International Equity 0.01% 3,340 $130K New
MRSH Marsh & McLennan Cos 0.01% 748 $130K New
GPC Genuine Parts Co. 0.01% 1,225 $130K New
YUM Yum! Brands Inc. 0.01% 824 $128K New
CAH Cardinal Health Inc. 0.01% 600 $127K New
TSM Taiwan Semiconductor-SP ADR 0.01% 373 $126K New
FNF Fidelity National Financial 0.01% 2,691 $125K New
BBJP JPMorgan Betabuilders Japan 0.01% 1,808 $125K New
FDLO Fidelity Low Volat Fact ETF 0.01% 1,904 $123K Reduce -63.2%
TSCO Tractor Supply Company 0.01% 2,704 $122K New
GE General Electric filed as GE AEROSPACE 0.01% 428 $121K New
OLED Universal Display Corp. 0.01% 1,317 $121K New
STZ Constellation Brands Inc. Class A 0.01% 791 $119K New
ADT Adt Inc. 0.01% 18,024 $118K New
PFE Pfizer Inc. 0.01% 4,209 $118K New
OTIS Otis Worldwide Corp. 0.01% 1,526 $118K New
UNP Union Pacific Corp. 0.01% 470 $114K New
CF CF Industries Holdings Inc. 0.01% 867 $113K New
XLB SS Materials Select Sector 0.01% 2,238 $112K New
COF Capital One Financial Corp. 0.01% 611 $111K New
MDLZ Mondelez International Inc. Class A 0.01% 1,914 $110K New
PECO Phillips Edison & Company Inc. 0.01% 2,940 $110K New
INTC Intel Corp. 0.01% 2,490 $110K New
XHB SS SPDR S&P Homebldrs ETF 0.01% 1,110 $110K New
AGG iShares Core U.S. Aggregate 0.01% 1,099 $109K New
ATEC Alphatec Holdings Inc. 0.01% 10,000 $109K No change
GLTR Abrdn Precious Metals Basket 0.01% 494 $108K New
IGOV iShares International Treasu 0.01% 2,618 $107K New
SPDW Ste STR SPDR PT DW Eu ETF 0.01% 2,338 $107K New
BAH Booz Allen Hamilton Holdings 0.01% 1,354 $106K New
EMGF iShares Emerging Markets Equ 0.01% 1,747 $106K New
SYF Synchrony Financial 0.01% 1,526 $104K New
CMCSA Comcast Corp. Class A 0.01% 3,611 $104K New
ENVX Enovix Corp. 0.01% 20,000 $104K New
SCHF Schwab Intl Equity ETF 0.01% 4,174 $103K New
AZN Astrazeneca PLC 0.01% 524 $103K New
SCHE Schwab Emrg Mrkts Eqty ETF 0.01% 3,120 $103K New
WBD Warner Bros Discovery Inc. 0.01% 3,730 $102K New
DVYE iShares Emerging Markets Div 0.01% 2,963 $102K New
NTAP Netapp Inc. 0.01% 982 $101K New
IGEB iShares Investment Grade SYS 0.01% 2,230 $100K New
BMY Bristol-Myers Squibb Co. 0.01% 1,651 $100K New
ISRG Intuitive Surgical Inc. 0.01% 217 $100K New
RS Reliance Inc. 0.01% 328 $100K New
PAAA Pgim Aaa Clo ETF 0.01% 1,943 $99K New
LRCX Lam Research Corp. 0.01% 465 $99K New
NKE Nike Inc. Class B 0.01% 1,877 $99K New
NVS Novartis AG-Sponsored ADR 0.01% 648 $99K New
PFG Principal Financial Group 0.01% 1,097 $99K New
KLAC KLA Corp. 0.01% 67 $99K New
GAL SS Global Allocation ETF 0.01% 1,969 $97K New
WDC Western Digital Corp. 0.01% 360 $97K New
MSTR Strategy Inc. 0.01% 772 $96K New
CINF Cincinnati Financial Corp. 0.01% 609 $96K New
VXUS Vanguard Total Intl Stock 0.01% 1,236 $95K New
XLRE SS Real Estate Select Sector 0.01% 2,334 $95K New
CRWV Coreweave Inc. Class A 0.01% 1,228 $95K New
EXK Endeavour Silver Corp. 0.01% 10,200 $95K New
ESGE iShares Inc. iShares ESG Awar 0.01% 2,087 $95K New
NFG National Fuel Gas Co. 0.01% 1,008 $95K New
IVE iShares S&P 500 Value ETF 0.01% 439 $93K New
AXP American Express Co. 0.01% 306 $93K New
ED Consolidated Edison Inc. 0.01% 808 $91K New
XEXGX Eaton Vance Tax-Managed Glob 0.01% 10,493 $91K New
AVDV Avantis Intl S/C Value ETF 0.01% 907 $91K New
VRTX Vertex Pharmaceuticals Inc. 0.01% 200 $89K New
EMR Emerson Electric Co. 0.01% 662 $87K New
SHYG iShares 0-5 YR HY Corp. Bond 0.01% 2,040 $86K New
MT Arcelormittal-NY Registered 0.01% 1,657 $86K New
HRB H&R Block Inc. filed as BLOCK H & R INC 0.01% 2,704 $86K New
APH Amphenol Corp. Class A 0.01% 673 $85K New
SPMO Invesco S&P 500 Momentum ETF 0.01% 757 $85K New
HAWX iShares Cur HDG MSCI Acwi-X 0.01% 2,038 $83K New
REZ Ishars Res and Multi Reales 0.01% 994 $83K New
LDOS Leidos Holdings Inc. 0.01% 527 $82K New
CIEN Ciena Corp. 0.01% 210 $82K New
IUSG iShares Core S&P U.S. Growth 0.01% 520 $81K New
DAL Delta Air Lines Inc. 0.01% 1,210 $80K New
TM Toyota Motor Corp. -Spon ADR 0.01% 390 $80K New
TXN Texas Instruments Inc. 0.01% 410 $80K New
DTE DTE Energy Company 0.01% 543 $79K New
GNTX Gentex Corp. 0.01% 3,625 $79K New
AMAT Applied Materials Inc. 0.01% 230 $79K New
BBCA JPMorgan Betabuilders Canada 0.01% 827 $78K New
REGL Prshrs S&P Mid 400 DVD Arist 0.01% 896 $77K New
RSP Invesco S&P 500 Equal Weight 0.01% 403 $77K New
BBAX JPMorgan Betabuilders Develo 0.01% 1,284 $76K New
SAN Banco Santander SA-Spon ADR 0.01% 6,729 $76K New
MPC Marathon Petroleum Corp. 0.01% 310 $76K New
LYG Lloyds Banking Group PLC-ADR 0.01% 14,840 $75K No change
XMHQ Invesco S&P Midcap Qual ETF 0.01% 718 $74K New
SO The Southern Co. 0.01% 748 $72K New
CB Chubb Ltd. 0.01% 221 $72K New
SCI Service Corp. International 0.01% 871 $72K New
SHOP Shopify Inc. Class A 0.01% 605 $72K New
VLO Valero Energy Corp. 0.01% 290 $72K New
MBB iShares MBS ETF 0.01% 748 $71K New
JCI Johnson Controls Internation 0.01% 538 $70K New
EOG EOG Resources Inc. 0.01% 480 $69K New
DB Deutsche Bank AG-Registered 0.01% 2,329 $69K New
IEX Idex Corp. 0.01% 365 $69K New
UNM Unum Group 0.01% 941 $69K New
WELL Welltower Inc. 0.01% 335 $66K New
VSDM Vanguard Short Tax-Ex Bond 0.01% 856 $65K New
TOTL SS Doubleline TR Tact ETF 0.01% 1,642 $65K Reduce -99.6%
SPLV Invesco S&P 500 Low Volatili 0.01% 885 $65K New
ENB Enbridge Inc. 0.01% 1,172 $63K New
UCB United Community Banks 0.01% 2,010 $63K New
EEMV iShares MSCI Emg MKT Min Vol 0.01% 971 $63K New
COLM Columbia Sportswear Co. 0.01% 1,132 $62K New
RPM RPM International Inc. 0.01% 621 $62K New
DUK Duke Energy Corp. 0.01% 463 $61K New
IT Gartner Inc. 0.01% 380 $60K New
OXY Occidental Petroleum Corp. 0.01% 925 $60K New
ECHO Echostar Corp. Class A 0.01% 512 $60K New
AMH American Homes 4 Rent- A 0.01% 2,140 $60K New
MKTX Marketaxess Holdings Inc. 0.01% 362 $60K New
WLK Westlake Corp. 0.01% 510 $60K New
SPOT Spotify Technology SA 0.01% 121 $59K New
USB US Bancorp 0.01% 1,104 $57K New
FERG Ferguson Enterprises Inc. 0.01% 246 $57K New
GM General Motors Co. 0.01% 765 $57K New
NOW ServiceNow Inc. 0.01% 545 $57K New
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.01% 220 $57K Reduce -98.6%
GIGB Goldman Sachs Inv GRD Corp. 0.01% 1,217 $56K New
VYMI Vanguard Int High DVD YLD Inc. 0.01% 591 $56K New
BBVA Banco Bilbao Vizcaya-SP ADR 0.01% 2,568 $56K New
ETN Eaton Corp. PLC 0.01% 155 $55K New
LYB Lyondellbasell Indu Class A 0.01% 680 $55K New
IGSB iShares 1-5Y Inv Grade Corp. 0.01% 1,039 $55K New
MMM 3M Co. 0.01% 376 $55K New
IWO iShares Russell 2000 Growth 0.01% 170 $53K New
MLPX Global X MLP & Energy Infras 0.01% 721 $53K New
NEAR iShares SH Dba ETF Usd Inc. 0.01% 1,036 $53K New
COHR Coherent Corp. 0.01% 220 $52K New
JETS US Global Jets ETF 0.01% 2,123 $52K New
EXC Exelon Corp. 0.01% 1,066 $52K New
EFG iShares MSCI Eafe Growth ETF 0.01% 465 $52K New
SNOW Snowflake Inc. 0.01% 342 $52K New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.01% 427 $51K New
IDMO Invesco S&P International DE 0.01% 911 $50K New
WAB Wabtec Corp. 0.01% 198 $49K New
QTUM Defiance Quantum ETF 0.01% 456 $49K New
ICE Intercontinental Exchange Inc. 0.01% 310 $49K New
FIX Comfort Systems USA Inc. 0.01% 35 $48K New
XLG Invesco S&P 500 Top 50 ETF 0.01% 883 $48K New
APP AppLovin Corp. Class A 0.01% 121 $48K New
WMB Williams Cos Inc. 0.01% 660 $48K New
SCHD Schwab US DVD Equity ETF 0.01% 1,556 $48K New
NBIS Nebius Group NV 0.01% 451 $47K New
AIG American International Group 0.01% 615 $46K New
SR Spire Inc. 0.01% 511 $46K New
RHP Ryman Hospitality Properties 0.01% 500 $46K New
DT Dynatrace Inc. 0.01% 1,240 $46K New
TTE Totalenergies SE 0.01% 502 $46K New
IXG iShares Global Financials Et 0.01% 400 $46K New
ADI Analog Devices Inc. 0.01% 143 $45K New
ADSK Autodesk Inc. 0.00% 188 $45K New
CDNS Cadence Design SYS Inc. 0.00% 159 $44K New
NVO Novo-Nordisk A/S-Spons ADR 0.00% 1,192 $44K New
RSG Republic Services Inc. 0.00% 199 $44K Reduce -80.5%
BRO Brown & Brown Inc. 0.00% 660 $43K New
CBOE Cboe Global Markets Inc. 0.00% 152 $43K New
LUV Southwest Airlines Co. 0.00% 1,135 $43K New
ICVT iShares Convertible Bond ETF 0.00% 416 $42K New
UAA Under Armour Inc. Class A 0.00% 7,070 $42K New
SNDK Sandisk Corp. 0.00% 66 $42K New
UL Unilever PLC-Sponsored ADR 0.00% 727 $41K New
EQIX Equinix Inc. 0.00% 42 $41K New
MS Morgan Stanley 0.00% 250 $41K New
DTM DT Midstream Inc. 0.00% 304 $41K New
LXP LXP Industrial Trust 0.00% 884 $41K New
TMUS T-Mobile US Inc. 0.00% 193 $41K New
FISV Fiserv Inc. 0.00% 723 $40K New
LNG Cheniere Energy Inc. 0.00% 142 $40K New
NOC Northrop Grumman Corp. 0.00% 59 $40K New
PSX Phillips 66 0.00% 220 $40K New
HAS Hasbro Inc. 0.00% 425 $40K New
RWJ Invesco S&P Smallcap 600 0.00% 786 $40K New
FEOE First Eagle Overseas Eq ETF 0.00% 781 $39K New
DELL Dell Technologies -C 0.00% 240 $39K New
VOD Vodafone Group PLC-SP ADR 0.00% 2,614 $39K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.00% 245 $39K New
CCL Carnival Corp. 0.00% 1,506 $39K New
ZBH Zimmer Biomet Holdings Inc. 0.00% 431 $39K New
ATI Ati Inc. 0.00% 265 $39K New
TSN Tyson Foods Inc. Class A 0.00% 599 $38K New
SPSM SS SPDR P S&P 600 Small Cap 0.00% 792 $38K New
CL Colgate-Palmolive Co. 0.00% 446 $38K New
REXR Rexford Industrial Realty Inc. 0.00% 1,155 $38K New
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.00% 520 $38K New
CRH CRH PLC 0.00% 358 $38K New
IDV iShares International Select 0.00% 882 $38K New
HPE Hewlett Packard Enterprise 0.00% 1,570 $37K New
LBRT Liberty Energy Inc. 0.00% 1,290 $37K New
SRE Sempra 0.00% 380 $37K New
STRL Sterling Infrastructure Inc. 0.00% 90 $37K New
ACWX iShares MSCI Acwi Ex US ETF 0.00% 533 $36K New
AEP American Electric Power 0.00% 277 $36K New
AA Alcoa Corp. 0.00% 545 $36K New
PUK Prudential PLC-ADR 0.00% 1,267 $36K New
CTVA Corteva Inc. 0.00% 430 $36K New
PH Parker Hannifin Corp. 0.00% 40 $36K New
SGOL Abrdn Physical Gold Shares 0.00% 799 $36K New
APA Apa Corp. 0.00% 840 $36K New
SPGI S&P Global Inc. 0.00% 83 $35K New
CLMB Climb Global Solutions Inc. 0.00% 1,780 $35K New
BALL Ball Corp. 0.00% 594 $35K New
SHEL Shell PLC-ADR 0.00% 375 $35K New
EVRG Evergy Inc. 0.00% 423 $35K New
FOLD Amicus Therapeutics Inc. 0.00% 2,380 $34K New
FSK FS KKR Capital Corp. 0.00% 3,380 $34K New
RMD Resmed Inc. 0.00% 153 $34K New
FITB Fifth Third Bancorp 0.00% 739 $34K New
WEC WEC Energy Group Inc. 0.00% 295 $34K New
POR Portland General Electric Co. 0.00% 647 $34K New
HLF Herbalife Ltd. 0.00% 2,305 $34K New
NWG Natwest Group PLC -Spon ADR 0.00% 2,275 $34K New
MTZ Mastec Inc. 0.00% 105 $34K New
TMFM Motley Fool Mid-Cap Growth 0.00% 1,673 $34K New
IDXX Idexx Laboratories Inc. 0.00% 60 $34K New
MOD Modine Manufacturing Co. 0.00% 155 $34K New
COLD Americold Realty Trust Inc. 0.00% 2,920 $33K New
CNP Centerpoint Energy Inc. 0.00% 770 $33K New
FTV Fortive Corp. 0.00% 600 $33K New
SMFG Sumitomo Mitsui-Spons ADR 0.00% 1,679 $33K New
SNY Sanofi-ADR 0.00% 688 $33K New
SPG Simon Property Group Inc. 0.00% 177 $33K New
BUD Anheuser-Busch Inbev-SPN ADR 0.00% 473 $33K New
IXJ iShares Global Healthcare Et 0.00% 350 $33K New
XYZ Block Inc. 0.00% 544 $33K New
TELA Tela Bio Inc. 0.00% 52,500 $33K No change
ALB Albemarle Corp. 0.00% 180 $32K New
SPEM State Street SP PTF Em ETF 0.00% 688 $32K New
SOXX iShares Semiconductor ETF 0.00% 98 $32K New
ELV Elevance Health Inc. 0.00% 110 $32K New
CMG Chipotle Mexican Grill Inc. 0.00% 1,000 $32K New
MAN Manpowergroup Inc. 0.00% 1,080 $32K New
BKR Baker Hughes Co. 0.00% 520 $32K New
IHI iShares U.S. Medical Devices 0.00% 594 $32K New
IYW iShares Ustechnology ETF 0.00% 174 $32K New
EW Edwards Lifesciences Corp. 0.00% 394 $32K New
GDX Vaneck Gold Miners ETF 0.00% 343 $31K New
ILMN Illumina Inc. 0.00% 254 $31K New
CME Cme Group Inc. 0.00% 105 $31K New
AOA iShares Core 80/20 Aggressiv 0.00% 350 $31K New
NET Cloudflare Inc. Class A 0.00% 150 $31K New
PRIM Primoris Services Corp. 0.00% 215 $31K New
BKU Bankunited Inc. 0.00% 680 $31K New
FTAI Ftai Aviation Ltd. 0.00% 125 $31K New
ECL Ecolab Inc. 0.00% 115 $31K New
OSIS Osi Systems Inc. 0.00% 115 $31K New
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.00% 1,115 $30K New
ING ING Groep N.V.-Sponsored ADR 0.00% 1,166 $30K New
SBCF Seacoast Banking Corp. 0.00% 1,000 $30K New
BDX Becton Dickinson and Co. 0.00% 192 $30K New
DAN Dana Inc. 0.00% 890 $30K New
NGG National Grid PLC-SP ADR 0.00% 352 $30K New
TLH iShares 10-20 Year Treasury 0.00% 295 $30K New
D Dominion Energy Inc. 0.00% 480 $30K New
GSK GSK PLC-Spon ADR 0.00% 537 $30K New
ATEX Anterix Inc. 0.00% 775 $30K New
PGR Progressive Corp. 0.00% 149 $30K New
THG Hanover Insurance Group Inc./ 0.00% 170 $29K New
ES Eversource Energy 0.00% 425 $29K New
AVY Avery Dennison Corp. 0.00% 170 $29K New
JEPI JPMorgan Equity Premium Inco 0.00% 518 $29K New
IWS iShares Russell Mid-Cap Valu 0.00% 200 $29K New
KHC The Kraft Heinz Co. 0.00% 1,290 $29K New
LNC Lincoln National Corp. 0.00% 815 $29K New
BNL Broadstone Net Lease Inc. 0.00% 1,570 $29K New
B Barrick Mining Corp. 0.00% 703 $29K New
INSM Insmed Inc. 0.00% 175 $29K New
VST Vistra Corp. 0.00% 190 $29K New
EXLS Exlservice Holdings Inc. 0.00% 935 $28K New
DINO HF Sinclair Corp. 0.00% 455 $28K New
XPGPX PIMCO GLBL Stockspl & Inc. 0.00% 3,400 $28K New
SYLD Cambria Shareholder Yield Et 0.00% 375 $28K New
SEB Seaboard Corp. 0.00% 5 $28K New
CSGS CSG Systems Intl Inc. 0.00% 353 $28K New
LIT Global X Lithium & Battery T 0.00% 379 $28K New
IONS Ionis Pharmaceuticals Inc. 0.00% 375 $28K New
PBH Prestige Consumer Healthcare 0.00% 475 $28K New
PPA Invesco Aerospace & Defense 0.00% 169 $28K New
WTRG Essential Utilities Inc. 0.00% 690 $28K New
PEG Public Service Enterprise GP 0.00% 341 $28K New
BTI British American Tob-SP ADR 0.00% 471 $28K New
TRMB Trimble Inc. 0.00% 420 $27K New
AXS Axis Capital Holdings Ltd. 0.00% 270 $27K New
SPMD SS SPDR P S&P 400 Midcap ETF 0.00% 461 $27K New
CDP Copt Defense Properties 0.00% 890 $27K New
CHRW C.H. Robinson Worldwide Inc. 0.00% 163 $27K New
EFX Equifax Inc. 0.00% 150 $27K New
CI The Cigna Group 0.00% 101 $27K New
RUSHA Rush Enterprises Inc. Class A 0.00% 406 $27K New
SLB SLB Ltd. filed as SLB LIMITED 0.00% 518 $27K New
DHR Danaher Corp. 0.00% 140 $27K New
BND Vanguard Total Bond Market 0.00% 360 $27K New
NHC National Healthcare Corp. 0.00% 164 $26K New
VWOB Vanguard Emerg MKTS Gov BND 0.00% 394 $26K New
IRDM Iridium Communications Inc. 0.00% 920 $26K New
UHT Universal Health RLTY Income 0.00% 630 $25K New
ALNY Alnylam Pharmaceuticals Inc. 0.00% 77 $25K New
SH Proshares Short S&P500 0.00% 669 $25K New
JBL Jabil Inc. 0.00% 95 $25K New
SMP Standard Motor Prods 0.00% 725 $25K New
STE Steris PLC 0.00% 113 $25K New
RBLX Roblox Corp. Class A 0.00% 440 $25K New
RELX Relx PLC - Spon ADR 0.00% 747 $25K New
HAL Halliburton Co. 0.00% 630 $25K New
CBZ Cbiz Inc. 0.00% 913 $25K New
ET Energy Transfer LP 0.00% 1,267 $24K New
F Ford Motor Co. filed as FORD MTR CO 0.00% 2,112 $24K New
FANG Diamondback Energy Inc. 0.00% 123 $24K New
ITA iShares U.S. Aerospace & Def 0.00% 110 $24K New
UNIT Uniti Group Inc. 0.00% 2,550 $24K New
DVN Devon Energy Corp. 0.00% 475 $24K New
FSSL FS Specialty Lending Fund 0.00% 1,910 $24K New
ALGN Align Technology Inc. 0.00% 139 $24K New
BLD Topbuild Corp. 0.00% 67 $24K New
PKST Peakstone Realty Trust 0.00% 1,121 $23K New
BLOK Amplify Blockchain Tech ETF 0.00% 470 $23K New
MTDR Matador Resources Co. 0.00% 370 $23K New
CTAS Cintas Corp. 0.00% 138 $23K New
MRVL Marvell Technology Inc. 0.00% 235 $23K New
CX Cemex Sab-Spons ADR Part Cer 0.00% 2,024 $23K New
FDX FedEx Corp. 0.00% 65 $23K New
IBUY Amplify Online Retail ETF 0.00% 369 $23K New
WCLD Wisdomtree Cloud Computing 0.00% 843 $23K New
SNAP Snap Inc. Class A 0.00% 5,000 $23K New
MUFG Mitsubishi Ufj Finl-Spon ADR 0.00% 1,354 $23K New
USFR Wisdomtree Floating Rate Tre 0.00% 455 $23K New
DJT Trump Media & Technology Gro 0.00% 2,464 $23K New
CRC California Resources Corp. 0.00% 330 $23K New
VRIG Invesco Variable Rate Invest 0.00% 912 $23K New
BWA Borgwarner Inc. 0.00% 420 $23K New
BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED 0.00% 313 $23K New
IGM iShares Expanded Tech Sector 0.00% 192 $23K New
GTX Garrett Motion Inc. 0.00% 1,250 $23K New
EIX Edison International 0.00% 310 $23K New
OKE Oneok Inc. 0.00% 250 $23K New
REET iShares Global REIT ETF 0.00% 896 $23K New
MCK McKesson Corp. 0.00% 26 $22K New
ACA Arcosa Inc. 0.00% 210 $22K New
HIX Western Asset High Inc. II 0.00% 5,569 $22K New
GENI Genius Sports Ltd. 0.00% 5,000 $22K New
EME Emcor Group Inc. 0.00% 30 $22K New
SMMD iShares Russell 2500 ETF 0.00% 290 $22K New
BIB Proshares Ultra Nasd Biotech 0.00% 270 $22K New
TPL Texas Pacific Land Corp. 0.00% 46 $22K New
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.00% 475 $22K New
CE Celanese Corp. 0.00% 330 $22K New
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.00% 327 $22K New
RGLD Royal Gold Inc. 0.00% 85 $22K New
PRKS United Parks & Resorts Inc. 0.00% 662 $22K New
PXF Invesco Rafi Developed Marke 0.00% 309 $22K New
OSK Oshkosh Corp. 0.00% 145 $21K New
FLS Flowserve Corp. 0.00% 290 $21K New
TRGP Targa Resources Corp. 0.00% 85 $21K New
TEX Terex Corp. 0.00% 360 $21K New
APG Api Group Corp. 0.00% 525 $21K New
AHR American Healthcare REIT Inc. 0.00% 451 $21K New
KVUE Kenvue Inc. 0.00% 1,233 $21K New
IQV Iqvia Holdings Inc. 0.00% 124 $21K New
OTTR Otter Tail Corp. 0.00% 240 $21K New
BKNG Booking Holdings Inc. 0.00% 5 $21K New
QCRH QCR Holdings Inc. filed as QCR HLDGS INC 0.00% 245 $21K New
NVST Envista Holdings Corp. 0.00% 825 $21K New
CHD Church & Dwight Co. Inc. 0.00% 224 $21K New
NLY Annaly Capital Management Inc. 0.00% 981 $21K New
PHM Pultegroup Inc. 0.00% 176 $21K New
CFG Citizens Financial Group 0.00% 345 $21K New
COR Cencora Inc. 0.00% 65 $20K New
HODL Vaneck Bitcoin ETF 0.00% 1,052 $20K New
HLI Houlihan Lokey Inc. 0.00% 140 $20K New
SEE Sealed Air Corp. 0.00% 475 $20K New
TRV The Travelers Cos Inc. 0.00% 68 $20K New
RGA Reinsurance Group of America 0.00% 97 $20K New
AORT Artivion Inc. 0.00% 540 $20K New
FSLR First Solar Inc. 0.00% 100 $20K New
NOV Nov Inc. 0.00% 1,040 $20K New
NUE Nucor Corp. 0.00% 115 $19K New
EA Electronic Arts Inc. 0.00% 95 $19K New
BIIB Biogen Inc. 0.00% 105 $19K New
MNST Monster Beverage Corp. 0.00% 265 $19K New
GXO Gxo Logistics Inc. 0.00% 370 $19K New
WCC Wesco International Inc. 0.00% 70 $19K New
ENSG The Ensign Group Inc. 0.00% 95 $19K New
EMN Eastman Chemical Co. 0.00% 250 $19K New
HTO H2O America 0.00% 325 $19K New
GLDD Great Lakes Dredge & Dock Co. 0.00% 1,120 $19K New
DCH Dauch Corporation 0.00% 3,210 $19K New
HIVE Hive Digital Technologies LT 0.00% 10,008 $19K No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.00% 838 $19K New
NRG NRG Energy Inc. 0.00% 130 $19K New
IQDY NT Intl Qual Div DYN ETF 0.00% 500 $19K New
SHEN Shenandoah Telecommunication 0.00% 1,225 $19K New
MLI Mueller Industries Inc. 0.00% 170 $19K New
CMI Cummins Inc. 0.00% 35 $19K New
IJT iShares S&P Small-Cap 600 GR 0.00% 130 $19K New
FCFS Firstcash Holdings Inc. 0.00% 100 $19K New
RXI iShares Global Consumer Disc 0.00% 100 $19K New
FIP Ftai Infrastructure Inc. 0.00% 3,766 $19K New
PAYC Paycom Software Inc. 0.00% 153 $19K New
AVNS Avanos Medical Inc. 0.00% 1,320 $18K New
GAB Gabelli Equity Trust 0.00% 3,300 $18K New
EPC Edgewell Personal Care Co. 0.00% 865 $18K New
HSIC Henry Schein Inc. filed as SCHEIN HENRY INC 0.00% 250 $18K New
TOL Toll Brothers Inc. 0.00% 135 $18K New
DES Wisdomtree US Smallcap Divid 0.00% 510 $18K New
JLL Jones Lang Lasalle Inc. 0.00% 60 $18K New
SOLS Solstice Adv Materials Inc. 0.00% 239 $18K New
BC Brunswick Corp. 0.00% 250 $18K New
INFY Infosys Ltd.-SP ADR 0.00% 1,345 $18K New
NWE Northwestern Energy Group Inc. 0.00% 275 $18K New
TWLO Twilio Inc. Class A 0.00% 144 $18K New
AUB Atlantic Union Bankshares Co. 0.00% 505 $18K New
VVV Valvoline Inc. 0.00% 530 $18K New
FSS Federal Signal Corp. 0.00% 165 $18K New
EBAY eBay Inc. 0.00% 195 $18K New
BKH Black Hills Corp. 0.00% 255 $18K New
KEY Keycorp 0.00% 875 $18K New
LECO Lincoln Electric Holdings 0.00% 70 $17K New
INCY Incyte Corp. 0.00% 185 $17K New
LBTYA Liberty Global Ltd. Class A 0.00% 1,440 $17K New
TAK Takeda Pharmaceutic-SP ADR 0.00% 940 $17K New
AGCO Agco Corp. 0.00% 150 $17K New
FE Firstenergy Corp. 0.00% 340 $17K New
BRC Brady Corporation Class A 0.00% 212 $17K New
NSC Norfolk Southern Corp. 0.00% 60 $17K New
RL Ralph Lauren Corp. 0.00% 50 $17K New
HUBB Hubbell Inc. 0.00% 35 $17K New
MDB Mongodb Inc. 0.00% 70 $17K New
P Everpure Inc. Class A 0.00% 290 $17K New
IOT Samsara Inc. Class A 0.00% 540 $17K New
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.00% 1,190 $17K New
TXT Textron Inc. 0.00% 195 $17K New
UAL United Airlines Holdings Inc. 0.00% 185 $17K New
FLR Fluor Corp. 0.00% 365 $17K New
ADBE Adobe Inc. 0.00% 70 $17K New
FCPT Four Corners Property Trust 0.00% 719 $17K New
DCI Donaldson Co. Inc. 0.00% 200 $17K New
FNB FNB Corp. 0.00% 1,015 $17K New
AVIG Avantis Core Fixed Income 0.00% 408 $17K New
EXEL Exelixis Inc. 0.00% 395 $17K New
OKTA Okta Inc. 0.00% 215 $17K New
WU Western Union Co. 0.00% 1,935 $17K New
GSST Goldman Sachs Ultra Short Bo 0.00% 333 $17K New
AAL American Airlines Group Inc. 0.00% 1,567 $17K New
FCN Fti Consulting Inc. 0.00% 95 $17K New
EWG iShares MSCI Germany ETF 0.00% 423 $17K New
VTR Ventas Inc. 0.00% 205 $17K New
PLGO Pelagos Insurance Capital LT filed as FIDELIS INSURANCE HOLDINGS L 0.00% 875 $17K New
RF Regions Financial Corp. 0.00% 640 $17K New
MOS The Mosaic Co. 0.00% 655 $17K New
GL Globe Life Inc. 0.00% 120 $17K New
PNC PNC Financial Services Group 0.00% 80 $17K New
U Unity Software Inc. 0.00% 755 $17K New
FTNT Fortinet Inc. 0.00% 202 $17K New
LNT Alliant Energy Corp. 0.00% 230 $17K New
NWN Northwest Natural Holding Co. 0.00% 310 $16K New
AES AES Corp. 0.00% 1,170 $16K New
E Eni SPA-Sponsored ADR 0.00% 291 $16K New
COO The Cooper Cos Inc. 0.00% 230 $16K New
INVH Invitation Homes Inc. 0.00% 660 $16K New
CLX Clorox Company 0.00% 158 $16K New
WY Weyerhaeuser Co. 0.00% 670 $16K New
QDEL Quidelortho Corp. 0.00% 995 $16K New
RNR Renaissancere Holdings Ltd. 0.00% 55 $16K New
SIRI Sirius XM Holdings Inc. 0.00% 705 $16K New
HWC Hancock Whitney Corp. 0.00% 255 $16K New
FIBK First Interstate Bancsys-A 0.00% 485 $16K New
FR First Industrial Realty TR 0.00% 280 $16K New
FHN First Horizon Corp. 0.00% 710 $16K New
AON Aon PLC Class A 0.00% 50 $16K New
CTRE Caretrust REIT Inc. 0.00% 440 $16K New
SHO Sunstone Hotel Investors Inc. 0.00% 1,775 $16K New
MGRC McGrath Rentcorp 0.00% 145 $16K New
DDOG Datadog Inc. Class A 0.00% 135 $16K New
TRN Trinity Industries Inc. 0.00% 495 $16K New
ELS Equity Lifestyle Properties 0.00% 255 $16K New
HOLX Hologic Inc. 0.00% 210 $16K New
FULT Fulton Financial Corp. 0.00% 780 $16K New
NI Nisource Inc. 0.00% 340 $16K New
SCHX Schwab US Large-Cap ETF 0.00% 617 $16K New
HBAN Huntington Bancshares Inc. 0.00% 1,010 $16K New
KMI Kinder Morgan Inc. 0.00% 470 $16K New
KKR KKR & Co. Inc. 0.00% 170 $16K New
GWRE Guidewire Software Inc. 0.00% 105 $16K New
RYAN Ryan Specialty Holdings Inc. 0.00% 465 $16K New
RBRK Rubrik Inc. Class A 0.00% 320 $16K New
HR Healthcare Realty Trust Inc. 0.00% 920 $16K New
NPK National Presto Inds Inc. 0.00% 114 $16K New
BF.B Brown-Forman Corp. Class B 0.00% 590 $16K New
HUT Hut 8 Corp. 0.00% 332 $16K New
KDP Keurig Dr Pepper Inc. 0.00% 590 $16K New
GLPI Gaming and Leisure Propertie 0.00% 350 $16K New
FIVN FIVE9 Inc. 0.00% 1,020 $15K New
TECH Bio-Techne Corp. 0.00% 295 $15K New
UHAL.B U-Haul Holding Co.-Non Voting 0.00% 345 $15K New
POST Post Holdings Inc. filed as POST HLDGS INC 0.00% 155 $15K New
DLB Dolby Laboratories Inc. Class A 0.00% 255 $15K New
WEX Wex Inc. 0.00% 100 $15K New
CPNG Coupang Inc. 0.00% 810 $15K New
EQT Eqt Corp. 0.00% 240 $15K New
ZM Zoom Communications Inc. 0.00% 190 $15K New
DRIV Global X Autonomous&elec-ETF 0.00% 500 $15K New
WMK Weis Markets Inc. filed as WEIS MKTS INC 0.00% 223 $15K New
LYFT LYFT Inc. Class A 0.00% 1,145 $15K New
INSP Inspire Medical Systems Inc. 0.00% 295 $15K New
PD Pagerduty Inc. 0.00% 2,445 $15K New
MTH Meritage Homes Corp. 0.00% 245 $15K New
VCLT Vanguard Long-Term Corp. Bond 0.00% 202 $15K Reduce -99.9%
DBX Dropbox Inc. Class A 0.00% 665 $15K New
ALLY Ally Financial Inc. 0.00% 385 $15K New
TRMK Trustmark Corp. 0.00% 358 $15K New
GRMN Garmin Ltd. 0.00% 65 $15K New
PRA Proassurance Corp. 0.00% 610 $15K New
OGS One Gas Inc. 0.00% 175 $15K New
BLKB Blackbaud Inc. 0.00% 390 $15K New
ADAM Adamas Trust Inc. 0.00% 2,045 $15K New
LPLA LPL Financial Holdings Inc. 0.00% 50 $15K New
WST West Pharmaceutical Services 0.00% 60 $15K New
SPSC SPS Commerce Inc. 0.00% 270 $15K New
BOX Box Inc. Class A 0.00% 635 $15K New
VMC Vulcan Materials Co. 0.00% 55 $15K New
FRSH Freshworks Inc. Class A 0.00% 1,865 $15K New
PTC PTC Inc. 0.00% 105 $15K New
SONY Sony Group Corp. - SP ADR 0.00% 722 $15K New
BSY Bentley Systems Inc. Class B 0.00% 425 $15K New
VRNS Varonis Systems Inc. 0.00% 695 $15K New
G Genpact Ltd. 0.00% 400 $15K New
FOXA Fox Corp. Class A 0.00% 255 $15K New
LKQ LKQ Corp. 0.00% 505 $15K New
MMSI Merit Medical Systems Inc. 0.00% 215 $15K New
AVPT Avepoint Inc. 0.00% 1,555 $15K New
CWAN Clearwater Analytics HDS-A 0.00% 625 $15K New
MSM MSC Industrial Direct Co. Class A 0.00% 160 $15K New
ENPH Enphase Energy Inc. 0.00% 390 $15K New
MLM Martin Marietta Materials 0.00% 25 $15K New
EWL iShares MSCI Switzerland ETF 0.00% 250 $15K New
SXT Sensient Technologies Corp. 0.00% 170 $15K New
AFG American Financial Group Inc. 0.00% 115 $15K New
SITE Siteone Landscape Supply Inc. 0.00% 110 $15K New
TXNM TXNM Energy Inc. 0.00% 250 $15K New
MWA Mueller Water Products Inc. Class A 0.00% 530 $15K New
LAMR Lamar Advertising Co. Class A 0.00% 115 $15K New
MRP Millrose Properties 0.00% 520 $15K New
GATX Gatx Corp. 0.00% 85 $15K New
NTST Netstreit Corp. 0.00% 770 $14K New
NBIX Neurocrine Biosciences Inc. 0.00% 110 $14K New
TTC Toro Co. 0.00% 155 $14K New
SHW The Sherwin-Williams Co. 0.00% 45 $14K New
IGV iShares Expanded Tech-Softwa 0.00% 180 $14K New
GEHC GE Healthcare Technology 0.00% 202 $14K New
DMC Del Monte Corp. filed as FRESH DEL MONTE PRODUCE INC 0.00% 357 $14K New
TLN Talen Energy Corp. 0.00% 45 $14K New
COWZ Pacer US Cash Cows 100 ETF 0.00% 229 $14K New
ALC Alcon Inc. filed as ALCON AG 0.00% 189 $14K New
NUS Nu Skin Enterprises Inc. Class A 0.00% 1,955 $14K New
CVNA Carvana Co. 0.00% 45 $14K New
ONB Old National Bancorp 0.00% 640 $14K New
CCK Crown Holdings Inc. 0.00% 140 $14K New
NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC 0.00% 173 $14K New
MTA Metalla Royalty & Streaming 0.00% 2,100 $14K New
MKC McCormick & Co.-Non VTG SHRS 0.00% 275 $14K New
KIM Kimco Realty Corp. 0.00% 615 $14K New
FNDC Schwab Fndmnt Intl SM Eq ETF 0.00% 298 $14K New
PNFP Pinnacle Financial Partners 0.00% 160 $14K New
HUBG Hub Group Inc. Class A 0.00% 380 $14K New
MTG Mgic Investment Corp. 0.00% 520 $14K New
PRGS Progress Software Corp. 0.00% 530 $14K New
SSB Southstate Bank Corp. 0.00% 146 $14K New
GPN Global Payments Inc. 0.00% 200 $13K New
TEL Te Connectivity PLC 0.00% 64 $13K New
SBRA Sabra Health Care REIT Inc. 0.00% 695 $13K New
DGRO iShares Core Dividend Growth 0.00% 190 $13K New
BE Bloom Energy Corp. Class A 0.00% 98 $13K New
ON On Semiconductor 0.00% 211 $13K New
DVA Davita Inc. 0.00% 85 $13K New
ITW Illinois Tool Works 0.00% 50 $13K New
IHG Intercontinental Hotels-ADR 0.00% 97 $13K New
MFG Mizuho Financial Group-ADR 0.00% 1,628 $13K New
HMN Horace Mann Educators 0.00% 302 $13K New
UNF Unifirst Corp. 0.00% 51 $13K New
STC Stewart Information Services 0.00% 208 $13K New
RING iShares MSCI Global Gold Min 0.00% 162 $13K New
VOOG Vanguard S&P 500 Growth ETF 0.00% 31 $13K New
RDN Radian Group Inc. 0.00% 380 $13K New
JOE The St Joe Co. 0.00% 200 $13K New
IEO iShares U.S. Oil & Gas Explo 0.00% 100 $12K New
NBTB N B T Bancorp Inc. 0.00% 293 $12K New
IYH iShares U.S. Healthcare ETF 0.00% 200 $12K New
UBS UBS Group AG-Reg 0.00% 315 $12K New
MGEE Mge Energy Inc. 0.00% 157 $12K New
Q Qnity Electronics Inc. 0.00% 103 $12K New
TLT iShares 20+ Year Treasury BD 0.00% 137 $12K New
GTY Getty Realty Corp. 0.00% 367 $12K New
MAIN Main Street Capital Corp. 0.00% 218 $12K New
FALN iShares Fallen Angels ETF 0.00% 431 $12K New
LHX L3HARRIS Technologies Inc. 0.00% 33 $11K New
KR Kroger Co. 0.00% 157 $11K New
SWKS Skyworks Solutions Inc. 0.00% 211 $11K New
NOBL Proshares S&P 500 Dividend A 0.00% 106 $11K New
LKFN Lakeland Financial Corp. 0.00% 195 $11K New
LTC LTC Properties Inc. filed as LTC PPTYS INC 0.00% 301 $11K New
DLTR Dollar Tree Inc. 0.00% 102 $11K New
PFS Provident Financial Services 0.00% 522 $11K New
VRSK Verisk Analytics Inc. 0.00% 58 $11K New
MC Moelis & Co. Class A 0.00% 193 $11K New
STIP iShares 0-5 Year Tips Bond E 0.00% 106 $11K New
NVG Nuveen Amt-FR Muni CRDT 0.00% 881 $11K New
LZB La-Z-Boy Inc. 0.00% 337 $11K New
SAFT Safety Insurance Group Inc. 0.00% 149 $11K New
KRE SS SPDR S&P Regional Bank 0.00% 166 $11K New
CPER United States Copper Index 0.00% 311 $11K New
IGIB iShares 5-10Y Inv Grade Corp. 0.00% 201 $11K New
WULF Terawulf Inc. 0.00% 740 $11K New
WAFD Wafd Inc. 0.00% 336 $11K New
RFIL RF Industries Ltd. filed as RF INDS LTD 0.00% 1,022 $11K New
FUN Six Flags Entertainment Corp. 0.00% 587 $10K New
TW Tradeweb Markets Inc. Class A 0.00% 88 $10K New
IUSV iShares Core S&P U.S. Value 0.00% 100 $10K New
AGNC AGNC Investment Corp. 0.00% 1,012 $10K New
HECA Hedgeye Capital Allocat ETF 0.00% 350 $10K New
DD Dupont DE Nemours Inc. 0.00% 220 $10K New
SKYY First Trust Cloud Computing 0.00% 92 $10K New
ARKF ARK Blockchain & Fintech Inn 0.00% 264 $10K New
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.00% 42 $10K New
MDXG Mimedx Group Inc. 0.00% 2,490 $10K New
HOOD Robinhood Markets Inc. Class A 0.00% 141 $10K New
PSA Public Storage 0.00% 36 $10K New
CLSK Cleanspark Inc. 0.00% 1,145 $10K New
MSCI MSCI Inc. 0.00% 18 $10K New
BITC Bit Tre Bit Tre Ro St Et-Usd 0.00% 265 $10K New
SNN Smith & Nephew PLC -Spon ADR 0.00% 300 $10K New
IDR Idaho Strategic Resources Inc. 0.00% 293 $9K New
SGOV iShares 0-3 Month Treasury B 0.00% 93 $9K New
KEYS Keysight Technologies Inc. 0.00% 33 $9K New
GCOW Pacer Global Cash Cows Divid 0.00% 200 $9K New
OZK Bank Ozk 0.00% 200 $9K New
PHO Invesco Water Resources ETF 0.00% 137 $9K New
AMT American Tower Corp. 0.00% 53 $9K New
SCHM Schwab US Mid Cap ETF 0.00% 293 $9K New
TTWO Take-Two Interactive Softwre 0.00% 45 $9K New
DG Dollar General Corp. 0.00% 71 $8K New
ICFI Icf International Inc. 0.00% 129 $8K New
EXPO Exponent Inc. 0.00% 127 $8K New
GDXJ Vaneck Junior Gold Miners 0.00% 68 $8K New
MZTI The Marzetti Company 0.00% 59 $8K New
ONEV SS SPDR R1000 Lo Vol Foc ETF 0.00% 61 $8K New
SPTS SS SPDR P St Term TSY ETF 0.00% 273 $8K New
PEN Penumbra Inc. 0.00% 24 $8K New
WERN Werner Enterprises Inc. 0.00% 260 $8K New
DOC Healthpeak Properties Inc. 0.00% 465 $8K New
WLY Wiley (john) & Sons Class A 0.00% 189 $7K New
XYL Xylem Inc. 0.00% 59 $7K New
EQNR Equinor ASA-Spon ADR 0.00% 166 $7K New
GDLC Grayscale Coindesk 5 ETF 0.00% 224 $7K New
QGRW Wisdomtree US Quality Growth 0.00% 129 $7K New
MPWR Monolithic Power Systems Inc. 0.00% 6 $7K New
FLG Flagstar Bank NA 0.00% 494 $7K New
AMSF Amerisafe Inc. 0.00% 195 $6K New
HWM Howmet Aerospace Inc. 0.00% 28 $6K New
PINS Pinterest Inc. Class A 0.00% 351 $6K New
CPRI Capri Holdings Ltd. 0.00% 363 $6K New
TPR Tapestry Inc. 0.00% 45 $6K New
SYY Sysco Corp. 0.00% 88 $6K New
IIM Invesco Value Municipal Inco 0.00% 516 $6K New
LVHI Franklin International Low V 0.00% 150 $6K New
HXL Hexcel Corp. 0.00% 75 $6K New
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.00% 72 $6K New
KMB Kimberly-Clark Corp. 0.00% 61 $6K New
IVLU iShares MSCI International V 0.00% 146 $6K New
VRSN Verisign Inc. 0.00% 23 $6K New
NXPI NXP Semiconductors NV 0.00% 29 $6K New
AFB Allianceberstein NTL Muni 0.00% 532 $6K New
PRU Prudential Financial Inc. 0.00% 57 $6K New
EG Everest Group Ltd. 0.00% 17 $6K New
SPTI SS SPDR P Int Term TSY ETF 0.00% 190 $5K New
ARMK Aramark 0.00% 134 $5K New
MRNA Moderna Inc. 0.00% 103 $5K New
HLN Haleon PLC-ADR 0.00% 521 $5K New
DOL Wisdomtree TR DVLP Intnl-Usd 0.00% 76 $5K New
ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS 0.00% 453 $5K New
IYC iShares US Consumer Discreti 0.00% 52 $5K New
MHD BlackRock Muniholdings Fund 0.00% 446 $5K New
ATO Atmos Energy Corp. 0.00% 27 $5K New
EXPE Expedia Group Inc. 0.00% 21 $5K New
SMG Scotts Miracle-Gro Co. 0.00% 79 $5K New
SCL Stepan Co. 0.00% 95 $5K New
FNDF Schwab Fndmn Intl LRG Co. ETF 0.00% 97 $5K New
TIP iShares Tips Bond ETF 0.00% 43 $5K New
CDW CDW Corp. 0.00% 39 $5K New
DECK Deckers Outdoor Corp. 0.00% 47 $5K New
OC Owens Corning 0.00% 43 $5K New
IQDG Wisdomtree Intl QLTY DVD GRW 0.00% 115 $5K New
XBI SS SPDR S&P Biotech ETF 0.00% 36 $5K New
IFLN Invesco Bloomberg Enhanced F 0.00% 255 $5K New
KELYA Kelly Services Inc. Class A 0.00% 507 $4K New
XEL Xcel Energy Inc. 0.00% 55 $4K New
AWK American Water Works Co. Inc. 0.00% 32 $4K New
PJT PJT Partners Inc. Class A 0.00% 31 $4K New
PCAR Paccar Inc. 0.00% 37 $4K New
PYPL PayPal Holdings Inc. 0.00% 94 $4K New
FNV Franco-Nevada Corp. 0.00% 17 $4K New
IDU iShares US Utilities ETF 0.00% 36 $4K New
PSKY Paramount Skydance Class B 0.00% 463 $4K New
IQLT iShares MSCI International Q 0.00% 90 $4K New
AIZ Assurant Inc. 0.00% 19 $4K New
IWN iShares Russell 2000 Value E 0.00% 21 $4K New
PPL PPL Corp. 0.00% 103 $4K New
ELVR Elevra Lithium Ltd. 0.00% 66 $4K New
AIFD TCW Artificial Intel ETF 0.00% 100 $4K New
LCID Lucid Group Inc. 0.00% 400 $4K New
PBA Pembina Pipeline Corp. 0.00% 85 $4K New
ALV Autoliv Inc. 0.00% 36 $4K New
IYK iShares US Consumer Staples 0.00% 54 $4K New
SCHV Schwab US Large-Cap Value 0.00% 120 $4K New
DLR Digital Realty Trust Inc. 0.00% 20 $4K New
ROKU Roku Inc. 0.00% 38 $4K New
SPYV SS SPDR P S&P 500 Value ETF 0.00% 62 $4K New
MMS Maximus Inc. 0.00% 54 $3K New
STM Stmicroelectronics NV-NY SHS 0.00% 100 $3K New
DNUT Krispy Kreme Inc. 0.00% 1,000 $3K New
PCY Invesco Emerging Markets Sov 0.00% 159 $3K New
RIOT Riot Platforms Inc. 0.00% 259 $3K New
CHKP Check Point Software Tech 0.00% 22 $3K New
VNLA Janus Henderson Short Durati 0.00% 64 $3K New
IYE iShares U.S. Energy ETF 0.00% 48 $3K New
Z Zillow Group Inc. Class C 0.00% 75 $3K New
EBND State Street SPDR Bloomberg 0.00% 150 $3K New
GSY Invesco Ultra Short Duration 0.00% 61 $3K New
ATR Aptargroup Inc. 0.00% 24 $3K New
RTO Rentokil Initial PLC-SP ADR 0.00% 96 $3K New
KD Kyndryl Holdings Inc. 0.00% 230 $3K New
WDAY Workday Inc. Class A 0.00% 23 $3K New
GMAB Genmab A/S -SP ADR 0.00% 110 $3K New
DRVN Driven Brands Holdings Inc. 0.00% 229 $3K New
AEM Agnico Eagle Mines Ltd. 0.00% 14 $3K New
ROP Roper Technologies Inc. 0.00% 8 $3K New
HRL Hormel Foods Corp. 0.00% 122 $3K New
WMG Warner Music Group Corp. Class A 0.00% 107 $3K New
MAA Mid-America Apartment Comm 0.00% 21 $3K New
NEOG Neogen Corp. 0.00% 273 $3K New
IFRA iShares US Infrastructure 0.00% 43 $2K New
MICC The Magnum Ice Cream Co. NV 0.00% 164 $2K New
PPLI People Inc. filed as IAC INC 0.00% 61 $2K New
VTRS Viatris Inc. 0.00% 179 $2K New
SSGA ACTIVE TR 0.00% 56 $2K New
CCI Crown Castle Inc. 0.00% 28 $2K New
SIGI Selective Insurance Group 0.00% 29 $2K New
CSTL Castle Biosciences Inc. 0.00% 88 $2K New
FCX Freeport-McMoran Inc. 0.00% 36 $2K New
SPHY SS SPDR P High Yield ETF 0.00% 88 $2K New
VLTO Veralto Corp. 0.00% 23 $2K New
LULU Lululemon Athletica Inc. 0.00% 13 $2K New
VCIT Vanguard Int-Term Corporate 0.00% 24 $2K New
SNPS Synopsys Inc. 0.00% 5 $2K New
STX Seagate Technology Holdings 0.00% 5 $2K New
JOBY Joby Aviation Inc. 0.00% 235 $2K New
CMS CMS Energy Corp. 0.00% 25 $2K New
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.00% 71 $2K New
NCLH Norwegian Cruise Line Holdin 0.00% 100 $2K New
TGT Target Corp. 0.00% 15 $2K New
MARA Mara Holdings Inc. 0.00% 224 $2K New
DX Dynex Capital Inc. 0.00% 142 $2K New
IEI iShares 3-7 Year Treasury Bo 0.00% 15 $2K New
MET Metlife Inc. 0.00% 25 $2K New
MOH Molina Healthcare Inc. 0.00% 13 $2K New
CAG Conagra Brands Inc. 0.00% 110 $2K New
MELI MercadoLibre Inc. 0.00% 1 $2K New
TYL Tyler Technologies Inc. 0.00% 5 $2K New
AMN Amn Healthcare Services Inc. 0.00% 92 $2K New
CELH Celsius Holdings Inc. 0.00% 47 $2K New
QLYS Qualys Inc. 0.00% 18 $2K New
BABA Alibaba Group Holding-SP ADR 0.00% 12 $2K New
BEN Franklin Templeton Inc. 0.00% 60 $1K New
LW Lamb Weston Holdings Inc. 0.00% 32 $1K New
NDSN Nordson Corp. 0.00% 5 $1K New
MSI Motorola Solutions Inc. 0.00% 3 $1K New
BSX Boston Scientific Corp. 0.00% 20 $1K New
GLIBK Liberty Capital Corp. Class C filed as GCI LIBERTY INC 0.00% 33 $1K New
CHTR Charter Communications Inc. Class A 0.00% 5 $1K New
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.00% 15 $1K New
L Loews Corp. 0.00% 10 $1K New
PODD Insulet Corp. 0.00% 5 $1K New
HSY The Hershey Co. 0.00% 5 $1K New
CVKD Cadrenal Therapeutics Inc. 0.00% 200 $1K New
BFLY Butterfly Network Inc. 0.00% 250 $1K New
ODFL Old Dominion Freight Line 0.00% 5 $977 New
GBIL Goldman Sachs Access Treasur 0.00% 10 $969 New
WDS Woodside Energy Group-ADR 0.00% 40 $955 New
AMP Ameriprise Financial Inc. 0.00% 2 $889 New
MCO Moody's Corp. 0.00% 2 $873 New
AVB Avalonbay Communities Inc. 0.00% 5 $817 New
CSGP Costar Group Inc. 0.00% 20 $807 New
BIV Vanguard Intermediate-Term B 0.00% 10 $801 New
LYV Live Nation Entertainment Inc. 0.00% 5 $763 New
LUMN Lumen Technologies Inc. 0.00% 109 $758 New
BAX Baxter International Inc. 0.00% 45 $756 New
HYDR Global X Hydrogen ETF 0.00% 21 $755 New
BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS 0.00% 30 $729 New
SCHA Schwab US Small-Cap ETF 0.00% 25 $727 New
VNQ Vanguard Real Estate ETF 0.00% 8 $710 New
OGN Organon & Co. 0.00% 116 $698 New
DHI D.R. Horton Inc. 0.00% 5 $686 New
CBRE CBRE Group Inc. Class A 0.00% 5 $677 New
UDR Udr Inc. 0.00% 20 $676 New
EXR Extra Space Storage Inc. 0.00% 5 $656 New
CNC Centene Corp. 0.00% 20 $655 New
STT State Street Corp. 0.00% 5 $633 New
DOW Dow Inc. filed as DOW HLDGS INC 0.00% 15 $625 New
GIS General Mills Inc. 0.00% 16 $596 New
TDC Teradata Corp. 0.00% 23 $589 New
A Agilent Technologies Inc. 0.00% 5 $570 New
GRAL Grail Inc. 0.00% 11 $568 New
IHAK iShares Cybersecurity & Tech 0.00% 13 $567 New
NSLR Neostellar Capital Corp. filed as SURO CAPITAL CORP 0.00% 52 $559 New
AEE Ameren Corporation 0.00% 5 $550 New
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.00% 5 $511 New
WAT Waters Corp. 0.00% 2 $499 New
MHK Mohawk Industries Inc. 0.00% 5 $492 New
ACGL Arch Capital Group Ltd. 0.00% 5 $480 New
NATL NCR Atleos Corp. 0.00% 11 $479 New
ARE Alexandria Real Estate Equit 0.00% 10 $464 New
PCG P G & E Corp. 0.00% 25 $439 New
AI C3.AI Inc. Class A 0.00% 50 $421 New
SW Smurfit Westrock PLC 0.00% 10 $399 New
IEF iShares 7-10 Year Treasury B 0.00% 4 $382 New
RLJ RLJ Lodging Trust 0.00% 50 $371 New
VSNT Versant Media Group Inc. 0.00% 10 $370 New
CLOA iShares Aaa Clo Act ETF-Usdi 0.00% 7 $363 New
HYGH iShares Int Rate Hedg HY ETF 0.00% 4 $342 New
FENY Fidelity MSCI Energy Index 0.00% 10 $340 New
LQDW iShares Ingr Corp. BD B/W ETF 0.00% 14 $339 New
TLTW iShares 20+ Bond Buywrite 0.00% 15 $339 New
DXCM Dexcom Inc. 0.00% 5 $314 New
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.00% 3 $289 New
TTEC Ttec Holdings Inc. filed as TTEC HLDGS INC 0.00% 111 $278 New
ROL Rollins Inc. 0.00% 5 $267 New
ANGI Angi Inc. 0.00% 31 $212 New
VFMV Vanguard US Minimum Volatili 0.00% 1 $178 New
CPK Chesapeake Utilities Corp. 0.00% 1 $94 New
ACB Aurora Cannabis Inc. 0.00% 12 $39 New
CBSH Commerce Bancshares Inc. 0.00% 1 $37 New
FG F&G Annuities & Life Inc. 0.00% 1 $23 New
EMLC Vaneck JPM Em Local Curr BND 0.00% 1 $17 New
Other holdings (1): bonds, preferreds, convertibles and warrants · $23 (not counted above)
SecurityClassShares / PrincipalValueChange
GABELLI EQUITY TRUST-RT RIGHT 04/14/2026 3,300$23New
Lines left out (5) · $82 — a value with no share or principal amount
SecurityClassSharesValue
SHV iShares 0-1 Year Treasury Bo TRUST ISHARE 0-10$50
VGLT Vanguard Long-Term Treasury LONG TERM TREAS0$15
OBIL F/M US Treasury 12 Month Bil US TREASRY 12 MT0$9
SRLN SS Blackstone Sr Loan ETF ST STR BL LN ETF0$5
JHX James Hardie Ind PLC ORD SHS0$3

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $914.4M.

Portfolio Sells Q4 2025 → Q1 2026

TOTL SS Doubleline TR Tact ETF Reduce -99.6% 0.01% −1.96
XLK SS Technology Select Sector Reduce -74.5% 0.51% −1.79
VCLT Vanguard Long-Term Corp. Bond Reduce -99.9% 0.00% −1.44
BXSL Blackstone Secured Lending F Reduce -79.9% 0.22% −1.04
VIGI Vanguard Int Div App Indx FD Reduce -96.7% 0.03% −0.94
NLR Vaneck Urani & Nuclr ETF-Usd Reduce -30.6% 1.07% −0.73
GOOGL Alphabet Inc. Class A Reduce -2.5% 2.43% −0.60
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -98.6% 0.01% −0.52
TSLA Tesla Inc. Reduce -0.1% 1.61% −0.37
JBBB Janus Henderson B-BBB Clo Et Reduce -15.0% 1.22% −0.34
RDDT Reddit Inc. Class A Reduce -12.8% 0.36% −0.33
JAAA Janus Henderson Aaa Clo ETF Reduce -2.0% 3.82% −0.30
DFLV Dim US Large Cap Value ETF Reduce -2.0% 3.96% −0.28
AVEM Avantis Emerging Markets Eq Reduce -4.7% 1.54% −0.21
SYK Stryker Corp. Reduce -1.1% 1.36% −0.21
VIG Vanguard Dividend Apprec ETF Reduce -0.3% 1.42% −0.14
GEM Goldman Sachs Activebeta Em Reduce -2.9% 0.75% −0.09
DFIV Dimensional International Va Reduce -1.9% 1.42% −0.09
VT Vanguard Tot World STK ETF Reduce -0.2% 0.64% −0.07
SDY SS SPDR S&P Dividend ETF Reduce -0.3% 1.10% −0.06
SPGM State Street SPDR Portfolio Reduce -2.2% 0.51% −0.06
PULS Pgim Ultra Short Bond ETF Reduce -4.0% 0.60% −0.06
EWX State Street SPDR S&P Emergi Sold out 0.00% −0.05
JMEE JPM Sma & Mid Cap En Eq Et-U Reduce -2.7% 0.48% −0.05
VMBS Vanguard Mortgage-Backed Sec Reduce -0.0% 0.75% −0.04
VYM Vanguard High DVD Yield ETF Reduce -0.0% 0.79% −0.04
USMV iShares MSCI USA Min Vol Fac Reduce -25.6% 0.08% −0.04
VOO Vanguard S&P 500 ETF Reduce -5.4% 0.19% −0.04
ITOT iShares Core S&P Total U.S. Reduce -2.3% 0.22% −0.03
LMBS First Trust Low Duration Opp Reduce -4.2% 0.29% −0.03
IBB iShares Biotechnology ETF Reduce -0.4% 0.30% −0.03
IWP iShares Russell Mid-Cap Grow Sold out 0.00% −0.03
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -6.8% 0.14% −0.03
FDLO Fidelity Low Volat Fact ETF Reduce -63.2% 0.01% −0.03
FLOT iShares Floating Rate Bond E Reduce -3.9% 0.26% −0.02
RSG Republic Services Inc. Reduce -80.5% 0.00% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Reduce -3.6% 0.17% −0.02
SSUS Day Hagan Smart Sector ETF Reduce -4.3% 0.10% −0.02
SLV iShares Silver Trust Reduce -0.9% 0.03% −0.02
GBTC Grayscale Bitcoin Trust ETF Reduce -8.5% 0.03% −0.01
IJR iShares Core S&P Small-Cap E Reduce -1.3% 0.16% −0.01
VEU Vanguard Ftse All-World Ex-U Reduce -2.3% 0.12% −0.01
IJH iShares Core S&P Midcap ETF Reduce -2.8% 0.11% −0.01
ESGU iShares ESG Aware MSCI USA Reduce -2.0% 0.09% −0.01
SPAB SS SPDR P Agg Bond ETF Reduce -2.3% 0.15% −0.01
INTU Intuit Inc. Reduce -15.8% 0.02% −0.01
QUAL iShares MSCI USA Quality Fac Reduce -1.1% 0.10% −0.01
GBFH Gbank Financial Holdings Inc. Reduce -8.8% 0.03% −0.01
CRM Salesforce Inc. Reduce -29.4% 0.01% −0.01
BNDW Vanguard Total World Bond Et Reduce -0.8% 0.17% −0.01

Portfolio Buys Q4 2025 → Q1 2026

FBND Fidelity Total Bond ETF New 1.86% +1.86
JPIB JPMorgan Intl BND ETF New 1.63% +1.63
IYM iShares U.S. Basic Materials New 1.53% +1.53
CLOI Vaneck Clo ETF New 1.53% +1.53
IGLB iShares 10+ Year Inv GR Corp. New 1.37% +1.37
PYLD PIMCO Multisector Bond Actv New 0.91% +0.91
IDHQ Invesco S&P International DE New 0.86% +0.86
PDI PIMCO Dynamic Income Fund New 0.69% +0.69
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +133.0% 0.91% +0.48
OKLO Oklo Inc. New 0.43% +0.43
JPM JPMorgan Chase & Co. Add +315.5% 0.56% +0.41
SPY SS SPDR S&P 500 ETF Trust-US Add +46.5% 1.14% +0.27
QQQ Invesco QQQ Trust Series 1 Add +33.6% 1.30% +0.19
ETB Eaton Vance T/M Buy-WRT Inc. New 0.19% +0.19
EPD Enterprise Products Partners New 0.18% +0.18
GOOG Alphabet Inc. Class C Add +77.2% 0.39% +0.12
MCD McDonald's Corp. Add +252.0% 0.17% +0.12
AAPL Apple Inc. Add +10.6% 2.35% +0.11
VGT Vanguard Info Tech ETF New 0.08% +0.08
WM Waste Management Inc. Add +267.4% 0.11% +0.08
DIA SS SPDR Dow Jones Indus Avg New 0.07% +0.07
SNDA Sonida Senior Living Inc. New 0.06% +0.06
USHY iShares Broad Usd High Yield Add +11.9% 1.40% +0.06
WFC Wells Fargo & Co. New 0.05% +0.05
CDE Coeur Mining Inc. New 0.05% +0.05
NFLX Netflix Inc. Add +4.0% 0.50% +0.05
XOM Exxon Mobil Corp. Add +10.3% 0.20% +0.05
HD Home Depot Inc. Add +108.5% 0.11% +0.04
VWO Vanguard Ftse Emerging Marke Add +133.1% 0.08% +0.04
MO Altria Group Inc. New 0.03% +0.03
IBIT iShares Bitcoin Trust ETF New 0.03% +0.03
CVX Chevron Corp. Add +21.1% 0.11% +0.03
SSRM SSR Mining Inc. New 0.03% +0.03
LLY Eli Lilly & Co. Add +60.1% 0.13% +0.03
CVS CVS Health Corp. New 0.03% +0.03
TFC Truist Financial Corp. New 0.03% +0.03
URNM Sprott Uranium Miners ETF New 0.03% +0.03
PLD Prologis Inc. New 0.03% +0.03
IXC iShares Global Energy ETF New 0.03% +0.03
QCOM Qualcomm Inc. New 0.03% +0.03
BLK BlackRock Inc. Add +70.0% 0.09% +0.03
SIL Global X Silver Miners ETF New 0.03% +0.03
HL Hecla Mining Co. New 0.02% +0.02
OTF Blue Owl Technology Finance Add +77.5% 0.07% +0.02
XLE SS Energy Select Sector New 0.02% +0.02
DE Deere & Co. New 0.02% +0.02
AG First Majestic Silver Corp. New 0.02% +0.02
COP Conocophillips New 0.02% +0.02
ADP Automatic Data Processing New 0.02% +0.02
VRT Vertiv Holdings Co. Class A New 0.02% +0.02

Notes & Other Activity Q4 2025 → Q1 2026

SHV iShares 0-1 Year Treasury Bo TRUST ISHARE 0-1 New 0 $50
GABELLI EQUITY TRUST-RT RIGHT 04/14/2026 New 3,300 $23
VGLT Vanguard Long-Term Treasury LONG TERM TREAS New 0 $15
OBIL F/M US Treasury 12 Month Bil US TREASRY 12 MT New 0 $9
SRLN SS Blackstone Sr Loan ETF ST STR BL LN ETF Reduce -100.0% 0 $5
JHX James Hardie Ind PLC ORD SHS New 0 $3

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

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 184$708.8MVUG, DFLV, JCPB, JAAA, DFAX
Q1 2026 1,142$914.4MJCPB, VUG, DFLV, JAAA, DFAX
Q4 2025 211$871.5MVUG, JCPB, DFLV, JAAA, AMZN
Q3 2025 205$816.3MJAAA, VUG, DFLV, JCPB, AMZN
Q2 2025 192$744.1MJAAA, VUG, DFLV, AMZN, JCPB
Q1 2025 162$630.3MJAAA, VUG, DFLV, JCPB, AMZN
Q4 2024 167$612.2MVUG, DFLV, JCPB, AMZN, DFAX
Q3 2024 162$570.2MVUG, JCPB, DFLV, AMZN, DFAX
Q2 2024 154$556.5MVUG, JCPB, DFLV, AMZN, DFAX
Q1 2024 156$558.0MAMZN, DFAX, SYK, SHV, VYM