Diversify Advisory Services, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Diversify Advisory Services, LLC reported 1,241 stock positions worth $6.0 billion. Its top holding was Nvidia (NVDA) at 4.1% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 3.5%) and SS SPDR P S&P 500 Growth ETF (SPYG, 3.4%). Compared with Q1 2026, it opened 1,038 new positions, sold out of 6, added to 189 and reduced 14. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +71318%) and the biggest sale Arm Holdings PLC-ADR (ARM, shares −14%).

Most Recent 13F
Q2 2026
Location
SANDY, UT
CIK
0002021232
Portfolio Value
$6.0B (Q2 2026)
SEC Filing
0002021232-26-000005 ↗ filed Aug 10, 2026

Holdings Value

0$2.0B$4.0B$6.0B Q1 2024: $1.7B Q1 2024 Q2 2024: $1.8B Q2 2024 Q3 2024: $1.9B Q3 2024 Q4 2024: $1.8B Q4 2024 Q1 2025: $1.6B Q1 2025 Q2 2025: $2.6B Q2 2025 Q3 2025: $3.0B Q3 2025 Q4 2025: $3.2B Q4 2025 Q1 2026: $652.2M Q1 2026 Q2 2026: $6.0B $6.0B Q2 2026

Holdings 1,241 stocks · $6.0B

NVDA Nvidia Corp. 4.06% 1,231,450 $242.0M Add +174.3%
SPY SS SPDR S&P 500 ETF Trust-US 3.53% 284,244 $210.1M Add +71318.1%
SPYG SS SPDR P S&P 500 Growth ETF 3.40% 1,766,081 $202.3M New
SPYV SS SPDR P S&P 500 Value ETF 2.95% 2,818,867 $175.4M New
AAPL Apple Inc. 2.54% 449,050 $151.3M Add +239.4%
IVV iShares Core S&P 500 ETF 1.60% 128,359 $95.3M New
SPDW Ste STR SPDR PT DW Eu ETF 1.54% 1,848,949 $91.7M New
VOO Vanguard S&P 500 ETF 1.51% 132,212 $89.8M Add +37353.8%
AVGO Broadcom Inc. 1.41% 218,358 $83.7M Add +187.4%
AMZN Amazon.com Inc. 1.34% 343,596 $79.5M Add +233.8%
VT Vanguard Tot World STK ETF 1.26% 484,457 $74.8M New
MSFT Microsoft Corp. 1.19% 182,468 $71.0M Add +380.6%
META Meta Platforms Inc. Class A 1.07% 107,048 $63.6M Add +122.2%
GOOG Alphabet Inc. Class C 1.06% 193,772 $63.3M Add +162.9%
QQQ Invesco QQQ Trust Series 1 1.06% 92,596 $63.2M Add +3763.0%
GOOGL Alphabet Inc. Class A 1.06% 192,787 $63.0M Add +145.2%
RSP Invesco S&P 500 Equal Weight 1.04% 287,437 $61.9M New
MU Micron Technology Inc. 1.02% 67,768 $61.0M Add +108.9%
AMD Advanced Micro Devices 0.95% 114,575 $56.7M Add +28.8%
DFAU Dimensional US Core Equity M 0.95% 1,097,631 $56.3M New
SRLN SS Blackstone Sr Loan ETF 0.92% 1,360,178 $54.9M New
GLDM SPDR Gold Minishares Trust 0.86% 634,699 $51.3M New
PANW Palo Alto Networks Inc. 0.84% 157,738 $50.1M Add +241.5%
TSM Taiwan Semiconductor-SP ADR 0.74% 109,964 $43.9M Add +44.7%
VWO Vanguard Ftse Emerging Marke 0.73% 749,936 $43.7M Add +17006.2%
IJH iShares Core S&P Midcap ETF 0.70% 549,247 $41.7M New
VMBS Vanguard Mortgage-Backed Sec 0.67% 867,745 $40.2M New
VEA Vanguard Ftse Developed ETF 0.60% 506,314 $35.4M Add +6336.7%
SNOW Snowflake Inc. 0.56% 122,737 $33.5M Add +41.3%
SPHY SS SPDR P High Yield ETF 0.54% 1,374,361 $31.9M Add +3987.3%
COST Costco Wholesale Corp. 0.52% 32,762 $31.2M Add +3441.8%
USIG iShares Broad Usd Investment 0.52% 616,934 $31.1M New
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.52% 673,999 $30.7M New
MRVL Marvell Technology Inc. 0.49% 155,255 $29.4M Add +17.4%
OPBK Op Bancorp 0.48% 1,847,777 $28.7M New
LRCX Lam Research Corp. 0.48% 97,064 $28.3M Add +3679.8%
NOW ServiceNow Inc. 0.47% 265,190 $28.0M Add +56.2%
VGIT Vanguard Intermediate-Term T 0.47% 476,333 $27.8M New
XLV SS Health Care Select Sector 0.47% 169,666 $27.7M New
IVW iShares S&P 500 Growth ETF 0.45% 200,338 $26.5M New
AFRM Affirm Holdings Inc. 0.44% 355,854 $26.0M Add +26.8%
JPM JPMorgan Chase & Co. 0.43% 72,679 $25.9M Add +1505.1%
JNJ Johnson & Johnson 0.42% 94,734 $25.2M Add +2961.9%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.41% 364,895 $24.5M New
PULS Pgim Ultra Short Bond ETF 0.40% 482,731 $24.0M New
VTI VG Morningstar TS MKT ETF-US 0.39% 64,154 $23.4M New
IGV iShares Expanded Tech-Softwa 0.39% 254,501 $23.1M New
DFCF Dimensional Core Fixed Inc. 0.38% 547,013 $22.8M New
TSLA Tesla Inc. 0.37% 71,476 $22.1M Add +297.2%
V Visa Inc. Class A 0.37% 60,289 $21.9M Add +611.4%
SPSM SS SPDR P S&P 600 Small Cap 0.37% 384,139 $21.7M New
CSCO Cisco Systems Inc. 0.34% 176,160 $20.2M Add +317.3%
ORCL Oracle Corp. 0.34% 166,642 $20.0M Add +93.5%
LLY Eli Lilly & Co. 0.34% 16,684 $20.0M Add +1770.4%
JPST JPMorgan Ultra-Short Income 0.33% 394,799 $19.9M New
DFAI Dimensional International Co. 0.33% 478,293 $19.9M New
BUG Global X Cybersecurity ETF 0.33% 519,309 $19.7M New
IVE iShares S&P 500 Value ETF 0.33% 84,140 $19.6M New
VZ Verizon Communications Inc. 0.33% 409,828 $19.4M Add +2969.4%
SOFI Sofi Technologies Inc. 0.33% 1,148,202 $19.4M Add +27.8%
DFAC Dimensional US Core Equity 2 0.32% 430,908 $19.1M New
BAC Bank of America Corp. 0.31% 299,572 $18.6M New
GRNY Fundstr Gran SH US LRG Cap 0.31% 685,361 $18.5M New
SOXX iShares Semiconductor ETF 0.31% 35,355 $18.3M New
AVUV Avantis US Small Cap Value 0.30% 143,881 $18.0M New
CGCP Cap Group Core Plus Income 0.30% 814,299 $18.0M New
BKLN Invesco Senior Loan ETF 0.30% 873,277 $17.8M New
IEMG iShares Core MSCI Emerging 0.29% 220,458 $17.1M Add +3715.5%
SCHC Schwab Intl Small-Cap Equity 0.28% 347,506 $16.7M New
CVX Chevron Corp. 0.28% 88,098 $16.7M Add +2275.9%
ABBV Abbvie Inc. 0.28% 64,821 $16.7M Add +1423.4%
XOM Exxon Mobil Corp. 0.28% 106,449 $16.5M Add +1449.5%
FTNT Fortinet Inc. 0.28% 108,044 $16.5M New
VB Vanguard Most SM-Cap ETF-Usd 0.27% 54,872 $16.3M New
IWM iShares Russell 2000 ETF 0.27% 55,597 $16.3M New
ITA iShares U.S. Aerospace & Def 0.27% 66,670 $16.3M Add +25.6%
AGG iShares Core U.S. Aggregate 0.26% 156,611 $15.3M New
IEI iShares 3-7 Year Treasury Bo 0.26% 131,264 $15.3M New
MA Mastercard Inc. Class A 0.25% 27,354 $15.1M Add +1012.0%
PM Philip Morris International 0.25% 76,367 $14.9M Add +705.3%
CRWD CrowdStrike Holdings Inc. Class A 0.25% 82,315 $14.8M New
XHLF Bondbloxx BBG 6 MTH US Treas 0.25% 294,518 $14.8M New
PLTR Palantir Technologies Inc. Class A 0.24% 109,173 $14.4M Add +1302.2%
GLD SPDR Gold Shares 0.24% 37,629 $14.1M Add +5618.7%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.24% 8,503 $14.1M Add +1293.9%
UNH Unitedhealth Group Inc. 0.23% 33,396 $13.9M Add +1395.6%
ARM Arm Holdings PLC-ADR 0.23% 52,208 $13.9M Reduce -14.3%
IEFA iShares Core MSCI Eafe ETF 0.23% 143,108 $13.9M Add +3159.9%
KO The Coca-Cola Co. 0.23% 164,600 $13.8M Add +204.3%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.23% 127,286 $13.6M New
STGW Stagwell Inc. 0.22% 1,724,579 $13.3M New
QQQM Invesco Nasdaq 100 ETF 0.22% 46,558 $13.1M Add +4437.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.22% 161,082 $13.0M New
BND Vanguard Total Bond Market 0.22% 178,765 $13.0M Add +4649.3%
BRHY iShares High Yild Active ETF 0.22% 255,016 $13.0M New
QCOM Qualcomm Inc. 0.21% 74,972 $12.7M Add +2530.6%
UNP Union Pacific Corp. 0.21% 42,167 $12.6M New
ANET Arista Networks Inc. 0.21% 73,447 $12.5M New
NFLX Netflix Inc. 0.21% 177,548 $12.5M Add +5955.5%
UBER Uber Technologies Inc. 0.21% 180,048 $12.3M New
TLN Talen Energy Corp. 0.21% 35,231 $12.2M Add +36.8%
VGT Vanguard Info Tech ETF 0.20% 107,116 $12.0M New
SCHA Schwab US Small-Cap ETF 0.20% 348,154 $11.8M New
PKG Packaging Corp. of America 0.20% 46,125 $11.6M New
XLK SS Technology Select Sector 0.19% 66,339 $11.6M Add +1323.9%
IWF iShares Russell 1000 Growth 0.19% 98,418 $11.5M New
ONON On Holding AG Class A filed as ON HLDG AG 0.19% 308,697 $11.4M New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 52,800 $11.4M Add +2311.0%
FBND Fidelity Total Bond ETF 0.19% 252,758 $11.4M New
BIL SS SPDR BB 1-3M T-Bill ETF 0.19% 123,236 $11.3M Add +4097.4%
USMV iShares MSCI USA Min Vol Fac 0.19% 115,466 $11.3M New
VGLT Vanguard Long-Term Treasury 0.19% 208,119 $11.2M New
HD Home Depot Inc. 0.19% 33,201 $11.2M Add +2872.3%
GOVT iShares US Treasury Bond ETF 0.19% 493,694 $11.1M New
BRK.B Berkshire Hathaway Inc. Class B 0.19% 22,302 $11.1M Add +1903.8%
CRDO Credo Technology Group Holdi 0.18% 52,881 $11.0M Add +216.0%
WMT Walmart Inc. 0.18% 98,331 $11.0M New
MUB iShares National Muni Bond E 0.18% 103,765 $11.0M New
ATO Atmos Energy Corp. 0.18% 61,380 $10.9M New
VCIT Vanguard Int-Term Corporate 0.18% 132,193 $10.7M Add +3290.4%
SMCI Super Micro Computer Inc. 0.18% 357,034 $10.6M Add +18.4%
FREL Fidelity MSCI RL Est Indx 0.18% 348,236 $10.6M New
SCHR Schwab Intermediate-Term US 0.18% 435,160 $10.6M New
VRTX Vertex Pharmaceuticals Inc. 0.18% 22,168 $10.6M Add +2159.7%
EFG iShares MSCI Eafe Growth ETF 0.18% 87,297 $10.4M New
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.17% 212,847 $10.4M New
CME Cme Group Inc. 0.17% 40,726 $10.4M New
JAAA Janus Henderson Aaa Clo ETF 0.17% 202,777 $10.3M New
RTX RTX Corp. 0.17% 46,852 $10.2M Add +1502.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.17% 104,183 $10.1M New
CMI Cummins Inc. 0.17% 15,200 $10.1M New
KLAC KLA Corp. 0.17% 49,397 $10.0M Add +222.2%
PVAL Putnam Focused LRG Cap Value 0.17% 190,719 $10.0M New
DFAE Dimensional Emerging Core Eq 0.16% 260,988 $9.8M New
ABNB Airbnb Inc. Class A 0.16% 66,486 $9.8M New
IAU iShares Gold Trust 0.16% 124,480 $9.6M New
EFV iShares MSCI Eafe Value ETF 0.16% 118,217 $9.4M New
SGOV iShares 0-3 Month Treasury B 0.16% 93,042 $9.4M New
ADP Automatic Data Processing 0.16% 36,413 $9.3M New
ISRG Intuitive Surgical Inc. 0.15% 25,839 $9.2M New
MCD McDonald's Corp. 0.15% 33,754 $9.1M Add +2787.4%
HQY Healthequity Inc. 0.15% 90,675 $9.0M New
PEP Pepsico Inc. 0.15% 64,003 $8.9M Add +676.6%
LMT Lockheed Martin Corp. 0.15% 15,306 $8.9M Add +1473.1%
CORO Ish Intl CTRY Rot Act ETF 0.15% 250,654 $8.9M New
CRM Salesforce Inc. 0.15% 51,047 $8.9M New
BAI Ishrs AI in and Tech Act ETF 0.15% 210,977 $8.9M New
GEV GE Vernova Inc. 0.15% 8,825 $8.8M New
IXUS iShares Core Intl Stock ETF 0.15% 92,686 $8.7M New
NEE Nextera Energy Inc. 0.14% 96,075 $8.5M Add +4323.3%
VWOB Vanguard Emerg MKTS Gov BND 0.14% 128,970 $8.5M New
BX Blackstone Inc. 0.14% 63,689 $8.4M Add +1044.3%
AMGN Amgen Inc. 0.14% 22,302 $8.4M New
BALI Is US LRG CP Pre Inc. Act-Usd 0.14% 247,864 $8.3M New
IJR iShares Core S&P Small-Cap E 0.14% 57,082 $8.3M New
FNDF Schwab Fndmn Intl LRG Co. ETF 0.14% 156,019 $8.3M New
RUN Sunrun Inc. 0.14% 827,077 $8.3M New
MDT Medtronic PLC 0.14% 97,290 $8.2M Add +2743.9%
APD Air Products & Chemicals Inc. 0.14% 27,976 $8.2M New
DGRO iShares Core Dividend Growth 0.14% 102,799 $8.0M New
BUFB Innovator Ladd Allo Buff ETF 0.13% 200,219 $7.8M New
FIX Comfort Systems USA Inc. 0.13% 4,488 $7.8M New
VRT Vertiv Holdings Co. Class A 0.13% 26,865 $7.7M New
MTUM iShares MSCI USA Momentum Fa 0.13% 25,522 $7.7M New
INTU Intuit Inc. 0.13% 25,350 $7.7M New
QUAL iShares MSCI USA Quality Fac 0.13% 35,316 $7.7M New
SCHG Schwab US Large-Cap Growth 0.13% 227,100 $7.6M Add +2074.3%
EMR Emerson Electric Co. 0.13% 50,913 $7.6M New
BINC iShares Flex I A ETF-Usd Inc. 0.13% 146,416 $7.6M New
AXP American Express Co. 0.13% 22,596 $7.6M New
BLCR iShares LRG CP CR Act ETF-Ui 0.13% 156,067 $7.5M New
DFUS Dimensional US Eq MKT ETF 0.12% 91,833 $7.4M New
MBB iShares MBS ETF 0.12% 78,249 $7.3M New
ICVT iShares Convertible Bond ETF 0.12% 63,938 $7.3M New
AMAT Applied Materials Inc. 0.12% 13,972 $7.2M Add +858.3%
GS Goldman Sachs Group Inc. 0.12% 6,874 $7.2M Add +858.7%
STRL Sterling Infrastructure Inc. 0.12% 10,892 $6.9M New
APP AppLovin Corp. Class A 0.12% 16,707 $6.9M New
IEF iShares 7-10 Year Treasury B 0.12% 73,592 $6.9M New
VTV Vanguard Mrngstr Val ETF-Aui 0.11% 30,847 $6.8M Add +2256.5%
IUSG iShares Core S&P U.S. Growth 0.11% 37,614 $6.8M New
IGEB iShares Investment Grade SYS 0.11% 153,618 $6.8M New
TLH iShares 10-20 Year Treasury 0.11% 69,608 $6.8M New
MO Altria Group Inc. 0.11% 92,376 $6.7M Add +513.1%
THRO iShares U.S. Thematic Rotati 0.11% 158,939 $6.7M New
SCHD Schwab US DVD Equity ETF 0.11% 199,365 $6.7M New
JEPI JPMorgan Equity Premium Inco 0.11% 115,465 $6.6M New
SHOP Shopify Inc. Class A 0.11% 51,757 $6.6M Add +569.0%
WM Waste Management Inc. 0.11% 27,101 $6.4M New
SMH Vaneck Semiconductor ETF 0.10% 11,401 $6.3M New
HUBB Hubbell Inc. 0.10% 12,415 $6.2M New
VYM Vanguard High DVD Yield ETF 0.10% 37,453 $6.1M New
RBRK Rubrik Inc. Class A 0.10% 81,103 $6.1M New
CLOA iShares Aaa Clo Act ETF-Usdi 0.10% 116,615 $6.1M New
SPYM Ste STR SPDR PT S&P 500 ETF 0.10% 68,442 $6.0M New
IDEF Ishars Def Ind TC Ac ETF-Ui 0.10% 182,404 $5.9M New
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.10% 35,591 $5.9M New
DFSD Dimensional Short Duration 0.10% 123,538 $5.8M New
SYK Stryker Corp. 0.10% 17,275 $5.8M New
SCHM Schwab US Mid Cap ETF 0.10% 165,405 $5.8M New
SCHF Schwab Intl Equity ETF 0.10% 213,071 $5.8M New
BKMC BNY Mellon US M/C Core ETF 0.10% 142,329 $5.7M New
DBEF Xtrackers MSCI Eafe Hedged E 0.09% 102,585 $5.6M New
IMCG iShares Morningstar Mid-Cap 0.09% 58,498 $5.6M New
O Realty Income Corp. 0.09% 85,209 $5.6M New
SECU Ishrs Secur Incom Act ETF 0.09% 110,772 $5.5M New
ESS Essex Property Trust Inc. 0.09% 18,703 $5.4M New
ETN Eaton Corp. PLC 0.09% 13,601 $5.4M Add +2466.2%
IALT Ishrs SYS Alt Act ETF 0.09% 188,096 $5.4M New
CAT Caterpillar Inc. 0.09% 6,151 $5.4M Add +392.1%
AMCR Amcor PLC 0.09% 118,629 $5.4M New
CW Curtiss-Wright Corp. 0.09% 7,158 $5.3M New
AVLV Avantis US Large Cap Value 0.09% 57,152 $5.3M New
OWL Blue Owl Capital Inc. 0.09% 540,535 $5.2M New
VTEB Vanguard Tax-Exempt Bond ETF 0.09% 104,634 $5.2M New
EMBJ Embraer SA-Spon ADR 0.09% 76,157 $5.2M New
IJK iShares S&P Mid-Cap 400 Grow 0.09% 45,499 $5.2M New
DFAR Dimensional US Real Est ETF 0.09% 189,461 $5.2M New
SIMO Silicon Motion Technol-ADR 0.09% 21,079 $5.2M New
MUFG Mitsubishi Ufj Finl-Spon ADR 0.09% 222,085 $5.1M New
WFC Wells Fargo & Co. 0.09% 58,391 $5.1M Add +420.0%
AVEM Avantis Emerging Markets Eq 0.09% 56,604 $5.1M New
BBVA Banco Bilbao Vizcaya-SP ADR 0.08% 186,236 $5.0M New
C Citigroup Inc. 0.08% 36,197 $4.8M Add +98.7%
SPIB SS SPDR P Int C Corp. ETF 0.08% 142,398 $4.7M Add +781.6%
CRS Carpenter Technology 0.08% 8,125 $4.7M New
NVT Nvent Electric PLC 0.08% 31,130 $4.6M New
VIG Vanguard Dividend Apprec ETF 0.08% 19,116 $4.6M New
SCHX Schwab US Large-Cap ETF 0.08% 156,780 $4.6M New
CLS Celestica Inc. 0.08% 14,311 $4.6M Add +66.0%
VXUS Vanguard Total Intl Stock 0.08% 54,067 $4.5M New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.08% 28,963 $4.5M Add +320.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 54,212 $4.5M New
VST Vistra Corp. 0.08% 28,656 $4.5M New
GE General Electric filed as GE AEROSPACE 0.08% 12,430 $4.5M New
EVTR Eaton Vance Total Return 0.08% 89,124 $4.5M New
GGOV iShares Global GB Usd Ha ETF 0.07% 87,539 $4.4M New
GD General Dynamics Corp. 0.07% 11,186 $4.4M New
LMUB iShares LT National Muni BD 0.07% 87,187 $4.3M New
ITOT iShares Core S&P Total U.S. 0.07% 26,371 $4.3M New
UCON First Trust Smith Unconstrai 0.07% 171,690 $4.2M New
IUSV iShares Core S&P U.S. Value 0.07% 37,277 $4.2M New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.07% 17,046 $4.2M New
SPCX Space Exploration Techn Class A 0.07% 36,185 $4.1M New
VIK Viking Holdings Ltd. 0.07% 39,431 $4.1M New
PG The Procter & Gamble Co. 0.07% 27,270 $4.1M Add +1200.4%
IGRO iShares Intl Div Growth ETF 0.07% 44,587 $4.0M New
IWR iShares Russell Mid-Cap ETF 0.07% 36,557 $4.0M New
BCS Barclays PLC-Spons ADR 0.07% 140,040 $4.0M New
LRGF iShares US Equity Factor ETF 0.07% 52,399 $4.0M New
T AT&T Inc. 0.07% 160,297 $3.9M New
IDEV iShares Core MSCI Dev MKTS 0.07% 43,707 $3.9M Add +1498.7%
SCHW Schwab (charles) Corp. 0.06% 37,110 $3.9M New
ARB Altshares Merger Arbitrage 0.06% 129,033 $3.8M New
MRK Merck & Co. Inc. 0.06% 29,135 $3.8M New
GLW Corning Inc. 0.06% 26,452 $3.8M New
FALN iShares Fallen Angels ETF 0.06% 140,333 $3.8M New
TMUS T-Mobile US Inc. 0.06% 21,269 $3.8M Add +1862.1%
MS Morgan Stanley 0.06% 17,538 $3.8M Add +1267.0%
VOOG Vanguard S&P 500 Growth ETF 0.06% 47,159 $3.8M New
IGSB iShares 1-5Y Inv Grade Corp. 0.06% 69,821 $3.6M New
CVS CVS Health Corp. 0.06% 33,706 $3.6M Add +196.5%
HFSI Hartfor Strateg Income ETF-U 0.06% 103,237 $3.6M New
CYD China Yuchai Intl Ltd. 0.06% 77,113 $3.6M New
HDV iShares Core High Dividend E 0.06% 124,327 $3.6M New
BUFZ FT Vest Laddered Moderate Bu 0.06% 126,879 $3.5M New
WMB Williams Cos Inc. 0.06% 49,777 $3.5M Add +825.7%
ROST Ross Stores Inc. 0.06% 14,447 $3.5M Add +1445.1%
TER Teradyne Inc. 0.06% 10,498 $3.5M New
OKTA Okta Inc. 0.06% 24,951 $3.4M Reduce -6.5%
BVN Cia DE Minas Buenaventur-ADR filed as COMPANIA DE MINAS BUENAVENTU 0.06% 106,828 $3.4M New
VMI Valmont Industries 0.06% 6,820 $3.4M New
PMAR Innovator U.S. Equity Power 0.06% 70,159 $3.4M New
ENB Enbridge Inc. 0.06% 60,387 $3.3M New
STE Steris PLC 0.05% 14,817 $3.2M New
WDC Western Digital Corp. 0.05% 6,485 $3.2M New
ESGU iShares ESG Aware MSCI USA 0.05% 19,626 $3.2M New
NVS Novartis AG-Sponsored ADR 0.05% 20,054 $3.1M New
AVDE Avantis International Equity 0.05% 34,632 $3.1M New
SPEM State Street SP PTF Em ETF 0.05% 61,161 $3.1M New
TXN Texas Instruments Inc. 0.05% 11,050 $3.1M Add +300.8%
VNQ Vanguard Real Estate ETF 0.05% 30,600 $3.1M New
FTLS First Trust Long/Short Eqty 0.05% 40,933 $3.1M New
HYLB Xtrackers Usd High Yield Cor 0.05% 84,841 $3.1M New
TRV The Travelers Cos Inc. 0.05% 7,860 $3.1M New
SMFG Sumitomo Mitsui-Spons ADR 0.05% 116,391 $3.1M New
ANGX Angel Studios Inc. 0.05% 700,712 $3.1M New
SCCO Southern Copper Corp. 0.05% 16,988 $3.0M New
CGGR Cap Group Growth Equity 0.05% 68,294 $3.0M New
EWY iShares MSCI South Korea ETF 0.05% 18,835 $3.0M New
QYLD Global X Nasd 100 Cov Call 0.05% 172,862 $3.0M New
HOOD Robinhood Markets Inc. Class A 0.05% 31,704 $3.0M New
TEM Tempus AI Inc. Class A 0.05% 70,343 $3.0M Add +103.0%
CIEN Ciena Corp. 0.05% 7,984 $3.0M New
CTAS Cintas Corp. 0.05% 14,268 $3.0M Add +478.8%
SPYI Neos S&P 500 High Income ETF 0.05% 57,203 $3.0M New
ELF Elf Beauty Inc. 0.05% 35,360 $3.0M New
MEDP Medpace Holdings Inc. 0.05% 5,016 $3.0M New
MNST Monster Beverage Corp. 0.05% 30,975 $3.0M New
PAVE Global X US Infrastructure 0.05% 51,086 $2.9M New
EXR Extra Space Storage Inc. 0.05% 19,704 $2.9M New
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC 0.05% 30,840 $2.9M New
PFE Pfizer Inc. 0.05% 117,466 $2.9M Add +177.2%
EUHY iShares Euro High Yield Corp. 0.05% 54,223 $2.9M New
EMLC Vaneck JPM Em Local Curr BND 0.05% 114,278 $2.9M New
RMBS Rambus Inc. 0.05% 29,957 $2.9M Add +494.3%
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 0.05% 65,481 $2.9M New
LIN Linde PLC 0.05% 5,653 $2.9M New
DASH DoorDash Inc. Class A 0.05% 15,460 $2.9M New
ASND Ascendis Pharma A/S 0.05% 11,181 $2.8M New
LOW Lowe's Cos Inc. 0.05% 13,360 $2.8M New
AVDV Avantis Intl S/C Value ETF 0.05% 26,905 $2.8M New
HALO Halozyme Therapeutics Inc. 0.05% 33,976 $2.8M New
VEEV Veeva Systems Inc. Class A 0.05% 14,216 $2.8M New
TPYP Tortoise North American Pipe 0.05% 64,026 $2.7M New
CDNS Cadence Design SYS Inc. 0.05% 8,085 $2.7M Add +17.6%
VONG Vanguard Russell 1000 Growth 0.05% 22,677 $2.7M New
COR Cencora Inc. 0.05% 8,769 $2.7M New
INTF iShares International Equity 0.05% 65,560 $2.7M New
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.05% 50,268 $2.7M New
EMXC iShares MSCI Emr MRK Ex Chna 0.05% 29,383 $2.7M New
DELL Dell Technologies -C 0.04% 6,263 $2.7M New
ABVX Abivax SA-ADR 0.04% 20,817 $2.7M New
VSS Vanguard Ftse All Wo X-US SC 0.04% 17,629 $2.7M New
BNY Bank of New York Mellon Corp. 0.04% 16,877 $2.7M New
BA The Boeing Co. 0.04% 12,419 $2.6M New
QTOP iShares NSDQ Top 30 Stocks 0.04% 73,549 $2.6M New
PJT PJT Partners Inc. Class A 0.04% 15,424 $2.6M New
VIRT Virtu Financial Inc. Class A 0.04% 44,125 $2.6M New
RCL Royal Caribbean Cruises Ltd. 0.04% 8,414 $2.6M New
QQQI Neos Nasdaq-100 High Inc. ETF 0.04% 48,234 $2.5M New
BTI British American Tob-SP ADR 0.04% 41,600 $2.5M New
HIMU iShares High Yild Muni A ETF 0.04% 51,896 $2.5M New
CSX CSX Corp. 0.04% 48,181 $2.5M New
INTC Intel Corp. 0.04% 27,201 $2.5M New
UFPT Ufp Technologies Inc. 0.04% 10,009 $2.5M New
NEM Newmont Corp. 0.04% 26,537 $2.5M New
CX Cemex Sab-Spons ADR Part Cer 0.04% 203,140 $2.5M New
ABT Abbott Laboratories 0.04% 23,681 $2.5M New
ALL Allstate Corp. 0.04% 9,450 $2.5M New
ACWX iShares MSCI Acwi Ex US ETF 0.04% 33,132 $2.5M New
NOVT Novanta Inc. 0.04% 17,392 $2.4M New
THC Tenet Healthcare Corp. 0.04% 10,033 $2.4M New
LITE Lumentum Holdings Inc. 0.04% 3,426 $2.4M New
RGEN Repligen Corp. 0.04% 18,594 $2.4M New
ADI Analog Devices Inc. 0.04% 6,529 $2.4M New
MSI Motorola Solutions Inc. 0.04% 5,690 $2.4M New
BSCQ Invesco Bulletshares 2026 CB 0.04% 122,808 $2.4M New
IYW iShares Ustechnology ETF 0.04% 10,188 $2.4M New
JQUA JPMorgan US Quality Factor 0.04% 32,971 $2.4M New
LGND Ligand Pharmaceuticals 0.04% 7,956 $2.4M New
UL Unilever PLC-Sponsored ADR 0.04% 38,407 $2.4M Add +568.2%
EQNR Equinor ASA-Spon ADR 0.04% 60,942 $2.3M New
ESLT Elbit Systems Ltd. 0.04% 2,877 $2.3M New
VIV Telefonica Brasil-ADR 0.04% 165,668 $2.3M New
APH Amphenol Corp. Class A 0.04% 15,609 $2.3M Add +586.4%
BMY Bristol-Myers Squibb Co. 0.04% 37,231 $2.3M Add +463.4%
EDGF 3EDGE Dynamic Fixed Incm ETF 0.04% 94,219 $2.3M New
ENTG Entegris Inc. 0.04% 18,224 $2.3M New
XMHQ Invesco S&P Midcap Qual ETF 0.04% 20,115 $2.3M New
BLK BlackRock Inc. 0.04% 2,153 $2.3M Add +277.1%
NOK Nokia Corp.-Spon ADR 0.04% 246,386 $2.3M New
IMCV iShares Morningstar Mid-Cap 0.04% 23,905 $2.3M New
GSK GSK PLC-Spon ADR 0.04% 43,867 $2.3M New
ADBE Adobe Inc. 0.04% 9,563 $2.3M New
SLB SLB Ltd. filed as SLB LIMITED 0.04% 44,034 $2.3M New
SBUX Starbucks Corp. 0.04% 21,865 $2.3M Add +789.2%
ORLY O'reilly Automotive Inc. 0.04% 24,937 $2.3M New
XLF SS Financial Select Sector 0.04% 39,349 $2.2M New
OUT Outfront Media Inc. 0.04% 69,101 $2.2M Add +6.1%
BE Bloom Energy Corp. Class A 0.04% 11,831 $2.2M New
QLTA iShares Aaa - A Rated Corpor 0.04% 47,684 $2.2M New
GTO Invesco Total Return Bond Et 0.04% 47,922 $2.2M New
FTAI Ftai Aviation Ltd. 0.04% 10,272 $2.2M Add +37.2%
PGR Progressive Corp. 0.04% 10,192 $2.2M New
TEVA Teva Pharmaceutical-SP ADR 0.04% 70,713 $2.2M New
XCEM Columbia Em Core Ex-China 0.04% 45,963 $2.2M New
OTF Blue Owl Technology Finance 0.04% 217,264 $2.2M Add +118.5%
OHI Omega Healthcare Investors 0.04% 42,428 $2.2M Add +17.1%
FSK FS KKR Capital Corp. 0.04% 201,020 $2.2M Add +1236.8%
LECO Lincoln Electric Holdings 0.04% 8,476 $2.2M New
COP Conocophillips 0.04% 18,812 $2.2M New
AHR American Healthcare REIT Inc. 0.04% 38,350 $2.2M Add +345.6%
NET Cloudflare Inc. Class A 0.04% 8,124 $2.2M New
FND Floor & Decor Holdings Inc. Class A 0.04% 38,939 $2.2M New
SLYV SS SPDR S&P 600 SC Val ETF 0.04% 19,852 $2.2M New
QAI Nylim HDG MLT-STR TRC ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.04% 59,826 $2.2M New
DFUV Dimensional US Marketwide Va 0.04% 38,380 $2.1M New
HYGH iShares Int Rate Hedg HY ETF 0.04% 24,708 $2.1M New
ALAB Astera Labs Inc. 0.04% 7,518 $2.1M New
VNET Vnet Group Inc.-ADR 0.04% 294,940 $2.1M New
MPC Marathon Petroleum Corp. 0.04% 6,766 $2.1M New
SMLF iShares US Smallcap Equity F 0.04% 24,306 $2.1M New
B Barrick Mining Corp. 0.04% 56,177 $2.1M Add +462.6%
COF Capital One Financial Corp. 0.04% 10,130 $2.1M Add +463.4%
SHYG iShares 0-5 YR HY Corp. Bond 0.04% 49,779 $2.1M Add +255.6%
SCHZ Schwab US Aggregate Bond ETF 0.04% 91,203 $2.1M New
BOOT Boot Barn Holdings Inc. 0.03% 13,394 $2.1M New
BROS Dutch Bros Inc. Class A 0.03% 31,512 $2.1M New
PSA Public Storage 0.03% 6,371 $2.1M New
AVAV Aerovironment Inc. 0.03% 13,348 $2.1M New
SNDK Sandisk Corp. 0.03% 1,609 $2.1M New
AZN Astrazeneca PLC 0.03% 12,005 $2.0M Add +355.8%
AER Aercap Holdings NV 0.03% 13,405 $2.0M New
IWN iShares Russell 2000 Value E 0.03% 9,114 $2.0M New
SPMB SS SPDR P Mort Back Bond ETF 0.03% 91,781 $2.0M New
IGM iShares Expanded Tech Sector 0.03% 13,335 $2.0M New
XLE SS Energy Select Sector 0.03% 34,445 $2.0M Add +279.6%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.03% 34,672 $2.0M New
EWT iShares MSCI Taiwan ETF 0.03% 20,440 $2.0M New
UMBF Umb Financial Corp. 0.03% 14,149 $2.0M New
SBSW Sibanye-Stillwater Ltd.-ADR 0.03% 233,234 $2.0M New
RSPT Invesco S&P 500 Equal Weight 0.03% 33,290 $2.0M New
ET Energy Transfer LP 0.03% 99,789 $2.0M Add +91.2%
HWM Howmet Aerospace Inc. 0.03% 6,867 $2.0M New
BNDX Vanguard Total Intl Bond ETF 0.03% 41,214 $2.0M New
BSCR Invesco Bulletshares 2027 CB 0.03% 100,523 $2.0M New
SBRA Sabra Health Care REIT Inc. 0.03% 87,812 $2.0M Add +8.3%
PBR Petroleo Brasileiro-Spon ADR 0.03% 108,984 $2.0M New
VTEC Vanguard Ca Tax-Ex Bond 0.03% 19,806 $2.0M New
ARGX Argenx SE - ADR 0.03% 2,197 $2.0M New
OKE Oneok Inc. 0.03% 21,829 $2.0M Add +31.0%
TDY Teledyne Technologies Inc. 0.03% 2,984 $1.9M New
BOCT Innovator U.S. Equity Buffer 0.03% 36,710 $1.9M New
BIV Vanguard Intermediate-Term B 0.03% 25,637 $1.9M New
SSL Sasol Ltd.-Sponsored ADR 0.03% 168,990 $1.9M New
URI United Rentals Inc. 0.03% 1,713 $1.9M Add +13.8%
GNRC Generac Holdings Inc. 0.03% 9,772 $1.9M New
AVIG Avantis Core Fixed Income 0.03% 47,208 $1.9M New
KEP Korea Elec Power Corp.-SP ADR 0.03% 156,660 $1.9M New
RRC Range Resources Corp. 0.03% 49,625 $1.9M New
UPS United Parcel Service Class B 0.03% 16,616 $1.9M Add +124.5%
E Eni SPA-Sponsored ADR 0.03% 37,066 $1.9M New
TTE Totalenergies SE 0.03% 22,242 $1.9M New
IWD iShares Russell 1000 Value E 0.03% 7,454 $1.9M New
SJNK SS SPDR BB St Hi Yield ETF 0.03% 74,627 $1.9M New
DUK Duke Energy Corp. 0.03% 14,305 $1.8M Add +388.7%
SPHQ Invesco S&P 500 Quality ETF 0.03% 21,616 $1.8M New
DE Deere & Co. 0.03% 2,940 $1.8M New
OEF iShares S&P 100 ETF 0.03% 5,031 $1.8M New
GILD Gilead Sciences Inc. 0.03% 13,919 $1.8M New
HWKN Hawkins Inc. 0.03% 12,915 $1.8M New
FCX Freeport-McMoran Inc. 0.03% 28,743 $1.8M New
DOC Healthpeak Properties Inc. 0.03% 79,846 $1.8M Add +11.3%
DFAS Dimensional US Small Cap ETF 0.03% 21,938 $1.8M New
DCO Ducommun Inc. 0.03% 9,500 $1.7M New
SAP Sap SE-Sponsored ADR 0.03% 10,179 $1.7M New
CAIE Calamos Autocallable Inc. ETF 0.03% 65,332 $1.7M New
IBIT iShares Bitcoin Trust ETF 0.03% 47,238 $1.7M New
MAXJ iShares LG Cap Max Buff Jun 0.03% 59,653 $1.7M New
IDXX Idexx Laboratories Inc. 0.03% 3,112 $1.7M New
VTIP Vanguard Short-Term Tips 0.03% 34,905 $1.7M New
CCL Carnival Corp. Ltd. 0.03% 63,648 $1.7M New
CVLT Commvault Systems Inc. 0.03% 11,495 $1.7M New
TT Trane Technologies PLC 0.03% 3,542 $1.7M Add +162.0%
COO The Cooper Cos Inc. 0.03% 24,242 $1.7M Add +363.3%
CASY Casey's General Stores Inc. 0.03% 1,991 $1.7M Add +392.8%
DBMF Imgp Dbi MFT STR ETF-Usd Inc. 0.03% 53,954 $1.7M New
TRNO Terreno Realty Corp. 0.03% 23,059 $1.7M New
IWB iShares Russell 1000 ETF 0.03% 4,148 $1.7M New
CELH Celsius Holdings Inc. 0.03% 58,261 $1.7M New
CGCB Cap Group Core Bond 0.03% 64,559 $1.7M New
ALLE Allegion PLC 0.03% 10,537 $1.7M New
KMB Kimberly-Clark Corp. 0.03% 14,939 $1.7M New
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.03% 21,969 $1.7M New
SHY iShares 1-3 Year Treasury Bo 0.03% 20,283 $1.7M New
WSM Williams-Sonoma Inc. 0.03% 7,078 $1.7M Add +186.2%
VLRS Controladora Vuela Cia-ADR 0.03% 212,240 $1.7M New
VEON Veon Ltd. 0.03% 31,981 $1.7M New
KNTK Kinetik Holdings Inc. 0.03% 33,846 $1.7M Add +3.7%
EDGU 3EDGE US Equity 0.03% 53,265 $1.7M New
WPC WP Carey Inc. 0.03% 21,678 $1.7M Add +186.9%
IFRA iShares US Infrastructure 0.03% 26,605 $1.6M New
BUFF Innovator Laddered Allocatio 0.03% 31,232 $1.6M New
SPMO Invesco S&P 500 Momentum ETF 0.03% 11,351 $1.6M New
SONY Sony Group Corp. - SP ADR 0.03% 73,637 $1.6M New
TSCO Tractor Supply Company 0.03% 51,548 $1.6M New
TLT iShares 20+ Year Treasury BD 0.03% 19,529 $1.6M New
COWZ Pacer US Cash Cows 100 ETF 0.03% 24,774 $1.6M New
MMM 3M Co. 0.03% 9,159 $1.6M New
LTC LTC Properties Inc. filed as LTC PPTYS INC 0.03% 38,756 $1.6M Add +3.4%
NRG NRG Energy Inc. 0.03% 11,907 $1.6M New
BBUS JPMorgan Betabuilders US Equ 0.03% 12,184 $1.6M New
AMT American Tower Corp. 0.03% 9,657 $1.6M New
SCHB Schwab US Broad Market ETF 0.03% 55,830 $1.6M Add +539.4%
CEG Constellation Energy 0.03% 5,908 $1.6M New
PFEB Innovator U.S. Equity Power 0.03% 36,896 $1.6M New
STWD Starwood Property Trust Inc. 0.03% 95,758 $1.6M Add +38.0%
BXSL Blackstone Secured Lending F 0.03% 68,394 $1.6M New
STT State Street Corp. 0.03% 8,456 $1.6M New
FTEC Fidelity MSCI Info Tech Indx 0.03% 5,805 $1.6M New
LHX L3HARRIS Technologies Inc. 0.03% 5,112 $1.6M New
F Ford Motor Co. filed as FORD MTR CO 0.03% 105,358 $1.5M New
KRMN Karman Holdings Inc. 0.03% 30,474 $1.5M New
PSX Phillips 66 0.03% 7,366 $1.5M New
MPT Medical Properties Trust Inc. 0.03% 319,232 $1.5M Add +5.1%
IOT Samsara Inc. Class A 0.03% 43,268 $1.5M New
UI Ubiquiti Inc. 0.03% 2,828 $1.5M New
CI The Cigna Group 0.03% 5,230 $1.5M New
NLY Annaly Capital Management Inc. 0.03% 66,815 $1.5M Add +21.6%
EA Electronic Arts Inc. 0.03% 7,211 $1.5M New
D Dominion Energy Inc. 0.03% 21,346 $1.5M New
EPR Epr Properties filed as EPR PPTYS 0.03% 23,524 $1.5M Add +7.1%
STX Seagate Technology Holdings 0.02% 1,802 $1.5M Reduce -24.8%
KMI Kinder Morgan Inc. 0.02% 45,970 $1.5M Add +25.8%
CRH CRH PLC 0.02% 14,170 $1.5M New
IHDG Wisdomtree International Hed 0.02% 27,647 $1.5M New
PLXS Plexus Corp. 0.02% 5,734 $1.5M New
DXPE DXP Enterprises Inc. 0.02% 8,774 $1.5M Add +40.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.02% 4,223 $1.5M New
HST Host Hotels & Resorts Inc. 0.02% 57,904 $1.4M Reduce -30.8%
CDW CDW Corp. 0.02% 10,397 $1.4M New
FDVV Fidelity High Dividend ETF 0.02% 22,853 $1.4M New
AEP American Electric Power 0.02% 10,712 $1.4M New
LVHI Franklin International Low V 0.02% 33,599 $1.4M New
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.02% 16,884 $1.4M New
SNPS Synopsys Inc. 0.02% 3,647 $1.4M Add +219.6%
INMU iShares Intermediate Muni Inc. 0.02% 59,241 $1.4M New
VBIL Vanguard 0-3M T-Bill ETF 0.02% 18,524 $1.4M New
JMUB JPMorgan Municipal ETF 0.02% 27,931 $1.4M New
JULW Alianzim US Eq BFR20 Jul-Usd 0.02% 34,101 $1.4M New
OBDC Blue Owl Capital Corp. 0.02% 126,678 $1.4M New
HON Honeywell International Inc. 0.02% 5,612 $1.4M Add +429.9%
OLLI Ollie's Bargain Outlet Holdi 0.02% 20,611 $1.4M New
SPLV Invesco S&P 500 Low Volatili 0.02% 17,819 $1.4M New
MKL Markel Group Inc. 0.02% 681 $1.4M New
SO The Southern Co. 0.02% 14,219 $1.4M New
BEPC Brookfield Renewable Corp. 0.02% 41,985 $1.4M Add +16.7%
BILT iShares Infrastcr Active ETF 0.02% 47,743 $1.4M New
CMCSA Comcast Corp. Class A 0.02% 59,151 $1.3M New
CGMS Cap Group US Multi-Sect Bond 0.02% 49,595 $1.3M New
GSLC Goldman Activebeta US LC ETF 0.02% 9,476 $1.3M New
AON Aon PLC Class A 0.02% 3,644 $1.3M Add +351.6%
AVY Avery Dennison Corp. 0.02% 8,202 $1.3M New
XDEC FT Vest US Equity Enhance & 0.02% 30,951 $1.3M New
MAR Marriott International Class A 0.02% 3,468 $1.3M Add +47.2%
MIR Mirion Technologies Inc. 0.02% 78,781 $1.3M New
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.02% 54,815 $1.3M New
XLY SS Consumer Disc Select Sect 0.02% 11,783 $1.3M New
SAIA Saia Inc. 0.02% 3,107 $1.3M New
BALT Inn Defined Wealth Shield 0.02% 37,891 $1.3M New
PJUN Innovator U.S. Equity Power 0.02% 30,049 $1.3M New
SCHV Schwab US Large-Cap Value 0.02% 37,729 $1.3M Add +279.4%
BATRK Atlanta Braves Holdings in-C 0.02% 25,316 $1.3M New
JCPB JPMorgan Core Plus Bond ETF 0.02% 27,630 $1.3M Add +294.2%
BMI Badger Meter Inc. 0.02% 9,974 $1.3M New
HLF Herbalife Ltd. 0.02% 104,459 $1.3M New
AEM Agnico Eagle Mines Ltd. 0.02% 8,669 $1.3M Add +670.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.02% 3,704 $1.3M New
PZA Invesco National Amt-Free Mu 0.02% 54,646 $1.3M New
DBVT DBV Technologies SA-Spon ADR 0.02% 89,692 $1.2M New
SLV iShares Silver Trust 0.02% 23,550 $1.2M New
CLSK Cleanspark Inc. 0.02% 88,702 $1.2M New
OXY Occidental Petroleum Corp. 0.02% 22,461 $1.2M Add +336.1%
ACWV iShares MSCI Global Min Vol 0.02% 9,980 $1.2M New
AMP Ameriprise Financial Inc. 0.02% 2,282 $1.2M New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.02% 15,433 $1.2M New
FDX FedEx Corp. 0.02% 3,926 $1.2M New
MSIF MSC Income Fund Inc. 0.02% 106,159 $1.2M Add +53.9%
ILMN Illumina Inc. 0.02% 6,425 $1.2M New
PAYX Paychex Inc. 0.02% 10,527 $1.2M New
SPG Simon Property Group Inc. 0.02% 5,240 $1.2M New
EXLS Exlservice Holdings Inc. 0.02% 42,412 $1.2M New
CPA Copa Holdings SA Class A 0.02% 8,716 $1.2M New
DFIV Dimensional International Va 0.02% 21,344 $1.2M New
OTIS Otis Worldwide Corp. 0.02% 16,244 $1.2M New
AVMA Avantis Mod Alloc ETF 0.02% 16,395 $1.2M New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.02% 25,966 $1.2M New
SHYM iShares Short Duration High 0.02% 53,449 $1.2M New
EDGH 3EDGE Dynamic Hard Asset ETF 0.02% 35,860 $1.2M New
TMDX Transmedics Group Inc. 0.02% 15,872 $1.2M New
XLP SS Consumer Staples Sel Sect 0.02% 13,756 $1.2M New
VLO Valero Energy Corp. 0.02% 3,841 $1.2M New
BGCG BG Intl Conc Grwth ETF 0.02% 44,618 $1.2M New
CWEN Clearway Energy Inc. Class C 0.02% 35,621 $1.1M New
FLHY Franklin High Yield Corporat 0.02% 47,489 $1.1M New
SYY Sysco Corp. 0.02% 13,575 $1.1M New
CB Chubb Ltd. 0.02% 3,170 $1.1M New
MSCI MSCI Inc. 0.02% 1,989 $1.1M New
BAM Brookfield Asset Mgmt-A 0.02% 23,869 $1.1M New
NOC Northrop Grumman Corp. 0.02% 2,071 $1.1M New
CHD Church & Dwight Co. Inc. 0.02% 11,386 $1.1M New
VOOV Vanguard S&P 500 Value ETF 0.02% 5,006 $1.1M New
XJUN FT Vest U.S. Equity Enhance 0.02% 25,088 $1.1M New
AVUS Avantis U.S. Equity ETF 0.02% 8,752 $1.1M New
CR Crane Co. 0.02% 4,899 $1.1M New
MDLZ Mondelez International Inc. Class A 0.02% 18,242 $1.1M New
MCHI iShares MSCI China ETF 0.02% 20,387 $1.1M New
DOCN Digitalocean Holdings Inc. 0.02% 9,195 $1.1M New
PLD Prologis Inc. 0.02% 7,502 $1.1M New
CL Colgate-Palmolive Co. 0.02% 11,965 $1.1M New
SPOT Spotify Technology SA 0.02% 2,222 $1.1M Add +177.1%
TMO Thermo Fisher Scientific Inc. 0.02% 1,964 $1.1M New
EPD Enterprise Products Partners 0.02% 28,733 $1.1M New
FNDE Schwab Fndmntl Em MRK Eq ETF 0.02% 26,894 $1.1M New
FHDG Ftequity Qrtrly DYN Buff ETF 0.02% 30,151 $1.1M New
VHT Vanguard Health Care ETF 0.02% 3,550 $1.1M New
AOA iShares Core 80/20 Aggressiv 0.02% 11,337 $1.1M New
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.02% 8,550 $1.1M New
RBC RBC Bearings Inc. 0.02% 1,848 $1.1M New
PH Parker Hannifin Corp. 0.02% 1,084 $1.1M New
DHI D.R. Horton Inc. 0.02% 7,245 $1.1M New
SU Suncor Energy Inc. 0.02% 16,651 $1.1M New
NMM Navios Maritime Partners LP 0.02% 13,709 $1.1M New
LNC Lincoln National Corp. 0.02% 25,831 $1.1M Add +15.1%
VIOO Vanguard S&P Small-Cap 600 E 0.02% 7,881 $1.1M New
EDGI 3EDGE Dyna I National Eq ETF 0.02% 34,849 $1.1M New
HYMB SS SPDR N Ice HY Muni ETF 0.02% 42,425 $1.1M New
PECO Phillips Edison & Company Inc. 0.02% 24,371 $1.1M New
EQT Eqt Corp. 0.02% 20,122 $1.0M New
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.02% 8,608 $1.0M Add +7.1%
SPGI S&P Global Inc. 0.02% 2,364 $1.0M New
IQM Franklin Intelligent Machine 0.02% 10,172 $1.0M New
SPSB SS SPDR P St C Corp. ETF 0.02% 34,588 $1.0M New
LCTU iShares U.S. Carbon Transiti 0.02% 12,879 $1.0M New
USB US Bancorp 0.02% 16,089 $1.0M New
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.02% 6,652 $1.0M New
IGIB iShares 5-10Y Inv Grade Corp. 0.02% 19,425 $1.0M New
AVGE Avantis All Eqty Mrkts ETF 0.02% 10,300 $1.0M New
DECK Deckers Outdoor Corp. 0.02% 10,283 $1.0M New
FCN Fti Consulting Inc. 0.02% 6,198 $1.0M New
PCG P G & E Corp. 0.02% 56,945 $1.0M New
TPL Texas Pacific Land Corp. 0.02% 2,524 $1.0M New
PK Park Hotels & Resorts Inc. 0.02% 66,547 $1.0M New
XMAR FT Vest US Equity Enhance & 0.02% 23,275 $996K New
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.02% 25,321 $992K New
NVDL Granitesh 2X LNG Nvda ETF 0.02% 35,014 $991K Add +78.3%
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 0.02% 26,612 $991K New
AXIL Axil Brands Inc. 0.02% 164,331 $986K New
ZTS Zoetis Inc. 0.02% 12,806 $985K Add +498.4%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.02% 1,881 $981K Add +166.8%
EAGG iShares ESG Aware US Aggrega 0.02% 20,959 $981K New
BKNG Booking Holdings Inc. 0.02% 5,248 $980K Reduce -84.5%
MC Moelis & Co. Class A 0.02% 14,462 $980K New
IAUI Neos Gold High Income ETF 0.02% 19,970 $980K New
PNC PNC Financial Services Group 0.02% 3,913 $977K New
MCK McKesson Corp. 0.02% 1,143 $972K Add +255.0%
POOL Pool Corp. 0.02% 5,251 $969K New
FTI Technipfmc PLC 0.02% 12,915 $969K New
DFGR Dim Global Real Estate ETF 0.02% 32,183 $969K New
BWXT BWX Technologies Inc. 0.02% 5,483 $968K New
BUFR FT Vest Lad Buffervetf-Usd I 0.02% 26,353 $962K New
BMNR Bitmine Immersion Technologi 0.02% 53,662 $962K New
MELI MercadoLibre Inc. 0.02% 528 $961K Add +134.7%
NSC Norfolk Southern Corp. 0.02% 2,788 $957K New
SHEL Shell PLC-ADR 0.02% 11,015 $951K New
CCJ Cameco Corp. 0.02% 10,522 $940K New
EMGF iShares Emerging Markets Equ 0.02% 13,793 $937K New
AGNC AGNC Investment Corp. 0.02% 87,741 $934K Add +10.1%
MPWR Monolithic Power Systems Inc. 0.02% 697 $933K New
DSI iShares ESG MSCI KLD 400 ETF 0.02% 6,747 $928K New
JBBB Janus Henderson B-BBB Clo Et 0.02% 19,538 $926K New
APUE Activepassive US Equity ETF 0.02% 20,243 $924K New
SUSC iShares ESG Aware Usd Corpor 0.02% 40,473 $920K New
AFL Aflac Inc. 0.02% 7,268 $920K New
FTCS First Trust Capital Strength 0.02% 9,334 $919K New
JNK SS SPDR BB High Yield Bond 0.02% 9,622 $919K New
COLD Americold Realty Trust Inc. 0.02% 62,711 $917K Add +8.4%
MUU Direxion Daily Mu Bull 2X Et 0.02% 30,631 $916K New
DGX Quest Diagnostics Inc. 0.02% 3,946 $915K Add +54.4%
EOG EOG Resources Inc. 0.02% 6,520 $915K New
ACN Accenture PLC Class A 0.02% 5,930 $914K Add +154.8%
SCHP Schwab U.S. Tips ETF 0.02% 34,933 $910K New
FLMI Franklin Dynamic Municipal B 0.02% 36,810 $910K New
NDAQ Nasdaq Inc. 0.02% 9,648 $906K Add +276.7%
MRVU Direxin DLY MRVL Bull 2X ETF 0.02% 10,477 $904K New
SEI Solaris Energy Infrastructur 0.02% 17,101 $899K New
VCSH Vanguard S/T Corp. Bond ETF 0.02% 11,440 $898K New
BXMT Blackstone Mortgage Tru Class A 0.01% 53,730 $893K Add +32.0%
SMMD iShares Russell 2500 ETF 0.01% 9,939 $891K New
ESGE iShares Inc. iShares ESG Awar 0.01% 17,403 $889K New
RMT Royce Micro-Cap Trust Inc. 0.01% 64,652 $888K New
SCHO Schwab Short-Term US Treas 0.01% 36,740 $884K New
FLJP Franklin Ftse Japan ETF 0.01% 22,580 $883K New
FLOT iShares Floating Rate Bond E 0.01% 17,284 $883K New
SE Sea Ltd.-ADR 0.01% 8,400 $877K New
CGMM Cap Group Small and Mid Cap 0.01% 27,308 $875K New
NXPI NXP Semiconductors NV 0.01% 3,266 $874K New
EFAV iShares MSCI Eafe Min Vol Fa 0.01% 9,539 $873K New
SPMD SS SPDR P S&P 400 Midcap ETF 0.01% 13,007 $866K New
SUB iShares Short-Term National 0.01% 8,160 $866K New
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.01% 3,210 $865K New
TDG Transdigm Group Inc. 0.01% 672 $864K New
RY Royal Bank of Canada 0.01% 4,120 $863K New
BGC BGC Group Inc. Class A 0.01% 73,196 $863K New
DGCB Dimensional Global Credit 0.01% 16,028 $855K New
BEP Brookfield Renewable Partner 0.01% 26,566 $854K Add +0.9%
ESGD iShares Trust iShares ESG Aw 0.01% 8,275 $853K New
SPAB SS SPDR P Agg Bond ETF 0.01% 33,751 $850K New
ESML iShares ESG Aware MSCI USA S 0.01% 15,703 $847K New
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.01% 57,866 $841K Add +49.4%
DJUN FT Vest US Equity Deep Buffe 0.01% 17,001 $835K New
ELV Elevance Health Inc. 0.01% 2,198 $831K Add +24.6%
AME Ametek Inc. 0.01% 3,411 $829K New
GCOW Pacer Global Cash Cows Divid 0.01% 18,211 $828K New
SHYD Vaneck SH Hi YLD Muni 0.01% 36,452 $827K New
CNC Centene Corp. 0.01% 12,896 $826K New
DFGP Dimensional GLBL Core PL Fix 0.01% 15,429 $824K New
ZM Zoom Communications Inc. 0.01% 9,027 $823K New
XAODX Abrdn Total Dynamic Dividend 0.01% 78,001 $816K New
CSMD Congress Smid Growth ETF filed as PROFESIONALLY MANAGED PORTFO 0.01% 23,787 $810K New
IWMI Neos Russell 2000 High Inc. 0.01% 15,541 $809K New
REGN Regeneron Pharmaceuticals 0.01% 1,211 $808K New
AOR iShares Core 60/40 Balanced 0.01% 11,837 $807K New
VRSK Verisk Analytics Inc. 0.01% 3,887 $803K New
LUV Southwest Airlines Co. 0.01% 17,696 $803K New
RMD Resmed Inc. 0.01% 3,946 $801K New
WWD Woodward Inc. 0.01% 1,908 $801K New
AIG American International Group 0.01% 10,057 $796K New
IMCB iShares Morningstar Mid-Cap 0.01% 8,161 $794K New
IBDR iShares Ibonds Dec 2026 Term 0.01% 32,786 $794K New
PEN Penumbra Inc. 0.01% 2,480 $792K Add +127.5%
SLF Sun Life Financial Inc. 0.01% 9,521 $790K New
VFMO Vanguard US Momentum Factor 0.01% 3,479 $787K New
AGGY Wisdomtree Yield Enhanced US 0.01% 18,326 $786K New
ROP Roper Technologies Inc. 0.01% 2,087 $783K New
VRP Invesco Variable Rate Prefer 0.01% 32,397 $783K Add +198.3%
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 0.01% 20,396 $780K New
DUHP Dimensional US High Profi Et 0.01% 18,751 $776K New
HONA Honeywell Aerospace Inc. 0.01% 3,678 $775K Add +247.3%
DIHP Dimensional International Hi 0.01% 22,791 $774K New
NVO Novo-Nordisk A/S-Spons ADR 0.01% 15,548 $772K New
CION Cion Investment Corp. 0.01% 128,023 $768K New
AVMV Avantis US Mid Cap Val ETF 0.01% 9,431 $767K New
JPC Nuveen Prefered & Income Opp 0.01% 99,591 $766K New
EME Emcor Group Inc. 0.01% 1,030 $765K New
USXF iShares ESG Advance MSCI USA 0.01% 11,569 $765K New
FSMD Fidelity Small-Mid Multifact 0.01% 14,873 $758K New
KHPI Kensington Hedged PRM in ETF filed as MANAGED PORTFOLIO SER 0.01% 29,137 $756K New
ARCC Ares Capital Corp. 0.01% 39,707 $750K Add +100.6%
JLL Jones Lang Lasalle Inc. 0.01% 2,251 $750K New
IONQ Ionq Inc. 0.01% 20,841 $749K New
XLI SS Industrial Select Sector 0.01% 4,079 $747K New
CSGP Costar Group Inc. 0.01% 25,570 $746K New
STZ Constellation Brands Inc. Class A 0.01% 5,741 $745K New
QTEC First Trust Nasdq 100 Tech I 0.01% 2,490 $739K New
SHW The Sherwin-Williams Co. 0.01% 2,256 $738K New
KFY Korn Ferry 0.01% 9,076 $737K New
VOX Vanguard Communication Servi 0.01% 4,037 $735K New
QJUN FT Vest Nasdaq-100 Buffer Et 0.01% 22,839 $735K New
OCTW Alianzim US Eq BFR20 Oct-Usd 0.01% 17,912 $735K New
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.01% 28,803 $734K New
CAH Cardinal Health Inc. 0.01% 3,201 $734K New
EUFN iShares MSCI Europe Financia 0.01% 17,774 $728K New
TSLX Sixth Street Specialty Lendi 0.01% 42,458 $727K Add +10.8%
HPE Hewlett Packard Enterprise 0.01% 15,021 $724K New
APRW Allinzim US Eq BFR20 Apr-Usd 0.01% 19,346 $719K New
ELFY Alps Electrific Infrast ETF 0.01% 17,393 $717K New
USRT iShares Core US REIT ETF 0.01% 10,304 $716K New
CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL 0.01% 19,725 $715K New
HEI.A Heico Corp. Class A 0.01% 2,751 $714K Add +102.7%
RDVY First Trust Rising Dividend 0.01% 8,850 $713K New
TNL Travel + Leisure Co. 0.01% 9,307 $710K Reduce -43.1%
VGSH Vanguard Short-Term Treasury 0.01% 12,215 $709K New
ZALT Innovator US Eq 10 Buffer 0.01% 20,895 $708K New
TIP iShares Tips Bond ETF 0.01% 6,584 $707K New
PDI PIMCO Dynamic Income Fund 0.01% 44,312 $704K New
MOH Molina Healthcare Inc. 0.01% 3,525 $703K Add +64.0%
PPA Invesco Aerospace & Defense 0.01% 3,967 $703K New
AIPO Defiance AI & Power Infr ETF 0.01% 24,106 $700K New
MET Metlife Inc. 0.01% 7,350 $700K New
IVOO Vanguard S&P Mid-Cap 400 ETF 0.01% 5,406 $695K New
RPG Invesco S&P 500 Pure Growth 0.01% 12,354 $695K New
BSY Bentley Systems Inc. Class B 0.01% 20,603 $695K New
BSX Boston Scientific Corp. 0.01% 15,146 $689K New
FBTC Fidelity Wise Origin Bitcoin 0.01% 12,194 $689K New
EVR Evercore Inc. Class A 0.01% 2,025 $689K New
XSSPX Nuveen S&P 500 Dynam Overwr 0.01% 37,084 $687K New
AWI Armstrong World Industries 0.01% 4,140 $684K New
WAB Wabtec Corp. 0.01% 2,263 $681K New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.01% 3,292 $676K New
RIVN Rivian Automotive Inc. Class A 0.01% 40,946 $675K New
CCB Coastal Financial Corp. 0.01% 9,323 $675K New
DFAT Dimensional US Target Value 0.01% 9,480 $671K New
TYL Tyler Technologies Inc. 0.01% 2,120 $670K New
EPAM Epam Systems Inc. 0.01% 7,107 $669K New
XONE Bondbloxx BBG 1 Dur US Treas 0.01% 13,546 $668K New
BITB Bitwise Bitcoin ETF 0.01% 18,879 $665K New
PWR Quanta Services Inc. 0.01% 1,070 $664K New
DKS Dick's Sporting Goods Inc. 0.01% 3,225 $663K New
FVAL Fidelity Value Factor ETF 0.01% 8,281 $659K New
FICO Fair Isaac Corp. 0.01% 506 $648K New
KNX Knight-Swift Transportation 0.01% 9,130 $646K New
GMAY FT Vest U.S. Equity Moderate 0.01% 15,000 $644K New
WTPI Wisdomtree Equity Premium Inc. 0.01% 19,536 $642K New
WSO Watsco Inc. 0.01% 1,754 $639K New
IDV iShares International Select 0.01% 14,731 $638K New
ONEV SS SPDR R1000 Lo Vol Foc ETF 0.01% 4,292 $636K New
DFAX Dimensional World Ex US Core 0.01% 17,511 $635K New
NKE Nike Inc. Class B 0.01% 15,039 $634K New
TKR Timken Co. 0.01% 4,486 $633K New
BSV Vanguard Short-Term Bond ETF 0.01% 8,146 $631K New
EHC Encompass Health Corp. 0.01% 5,527 $629K New
ODFL Old Dominion Freight Line 0.01% 2,765 $627K New
UDEC Innovator U.S. Equity Ultra 0.01% 14,900 $622K New
LKQ LKQ Corp. 0.01% 23,631 $620K New
VFH Vanguard Financials ETF 0.01% 4,453 $620K New
ICSH iShares Ultra Short Duration 0.01% 12,146 $613K New
MPLX MPLX LP 0.01% 10,467 $611K Add +1.3%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.01% 5,859 $609K New
UBS UBS Group AG-Reg 0.01% 11,559 $607K New
TGT Target Corp. 0.01% 4,321 $606K Add +168.6%
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.01% 17,182 $606K New
DISV Dimensional International SM 0.01% 14,509 $605K New
MCO Moody's Corp. 0.01% 1,245 $605K Add +157.2%
DFEB FT Vest U.S. Equity Deep Buf 0.01% 11,920 $602K New
QTUM Defiance Quantum ETF 0.01% 4,247 $598K New
NTAP Netapp Inc. 0.01% 3,515 $597K New
EFA iShares MSCI Eafe ETF 0.01% 5,733 $596K New
CGMU Cap Group Municipal Income 0.01% 21,969 $596K New
IWO iShares Russell 2000 Growth 0.01% 1,574 $588K New
ECL Ecolab Inc. 0.01% 2,125 $577K New
GGLL Direxion Daily Googl Bull 2X 0.01% 6,100 $568K New
JHMM John Hancock Multi Fact Mid 0.01% 7,641 $567K New
WEC WEC Energy Group Inc. 0.01% 4,978 $567K New
CBRE CBRE Group Inc. Class A 0.01% 3,933 $566K Add +32.0%
CAGE Calamos Autocalla Gro ETF 0.01% 20,779 $564K New
GWRE Guidewire Software Inc. 0.01% 3,774 $563K New
NLR Vaneck Urani & Nuclr ETF-Usd 0.01% 5,114 $561K New
USFR Wisdomtree Floating Rate Tre 0.01% 11,068 $559K New
JCI Johnson Controls Internation 0.01% 3,868 $555K New
PFF iShares Preferred & Income S 0.01% 18,251 $553K New
BDX Becton Dickinson and Co. 0.01% 3,472 $552K New
TFLO iShares Treasury Floating Ra 0.01% 10,877 $551K New
VYMI Vanguard Int High DVD YLD Inc. 0.01% 5,349 $547K New
AVSF Avantis Short-Term Fixed Inc. 0.01% 11,793 $546K New
VNLA Janus Henderson Short Durati 0.01% 11,155 $546K New
SAN Banco Santander SA-Spon ADR 0.01% 39,027 $546K New
GRMN Garmin Ltd. 0.01% 2,241 $543K New
AMX America Movil Sab DE CV 0.01% 20,948 $538K New
GQRE NT GLBL Qual Re ETF 0.01% 8,083 $536K New
BP BP PLC-Spons ADR 0.01% 12,657 $536K New
ICE Intercontinental Exchange Inc. 0.01% 3,580 $532K Add +178.6%
LNG Cheniere Energy Inc. 0.01% 2,080 $532K New
PCOR Procore Technologies Inc. 0.01% 11,409 $531K New
PINK Simplify Health Care ETF 0.01% 13,616 $529K New
HACK Amplify Cybersecurity ETF 0.01% 4,991 $529K New
CRWV Coreweave Inc. Class A 0.01% 7,461 $528K New
BCSF Bain Capital Specialty Finan 0.01% 42,002 $528K New
UAL United Airlines Holdings Inc. 0.01% 4,356 $525K New
TD Toronto-Dominion Bank 0.01% 4,380 $524K Add +114.5%
VDC Vanguard Consumer Staple ETF 0.01% 2,266 $523K New
RIO Rio Tinto PLC-Spon ADR 0.01% 5,646 $519K New
WMS Advanced Drainage Systems Inc. 0.01% 3,615 $518K New
RSPN Invesco S&P 500 Equal Weight 0.01% 8,081 $517K New
GPN Global Payments Inc. 0.01% 6,143 $516K New
DTE DTE Energy Company 0.01% 3,497 $515K New
RITM Rithm Capital Corp. 0.01% 55,373 $511K Add +11.8%
GLTR Abrdn Precious Metals Basket 0.01% 2,788 $510K New
PAGP Plains GP Holdings LP 0.01% 19,465 $508K Add +22.4%
ED Consolidated Edison Inc. 0.01% 4,542 $506K New
MINT PIMCO Enhanced Short Maturit 0.01% 5,021 $506K New
SPTM SS SPDR P S&P 1500 Comp ETF 0.01% 5,621 $505K New
PTY PIMCO Corporate & Income Opp 0.01% 43,237 $505K New
PYPL PayPal Holdings Inc. 0.01% 8,974 $503K New
MAGS Roundhill Magnificent Seven 0.01% 7,984 $503K New
TEL Te Connectivity PLC 0.01% 2,421 $503K New
RKLB Rocket Lab Corp. 0.01% 7,489 $501K New
SHBI Shore Bancshares Inc. 0.01% 20,910 $500K New
OC Owens Corning 0.01% 3,476 $499K New
MRSH Marsh & McLennan Cos 0.01% 2,717 $498K New
USHY iShares Broad Usd High Yield 0.01% 13,552 $497K New
ICF iShares Select U.S. REIT ETF 0.01% 7,100 $497K New
HEFA Isha Curr Hedged MSCI Eafe 0.01% 10,577 $492K New
LDUR PIMCO Enhanced Low Duration 0.01% 5,163 $492K New
SLYG SS SPDR S&P 600 SC GR ETF 0.01% 4,248 $489K New
NFJ Virtus DVD Intrst & PRM STR 0.01% 32,270 $489K New
EQIX Equinix Inc. 0.01% 465 $487K New
COWG Pacer US LRG Cap Cows GR LD 0.01% 13,020 $485K New
STIP iShares 0-5 Year Tips Bond E 0.01% 4,793 $485K New
KRYS Krystal Biotech Inc. 0.01% 1,373 $483K New
PINS Pinterest Inc. Class A 0.01% 20,215 $475K Add +1.1%
ITW Illinois Tool Works 0.01% 1,666 $474K New
SRE Sempra 0.01% 5,182 $473K New
BN Brookfield Corp. 0.01% 11,225 $472K New
AVLC Avantis US LG Cap Eq ETF 0.01% 5,325 $472K New
OPFI Oppfi Inc. 0.01% 49,967 $471K New
XME SS SPDR S&P Metals Mining 0.01% 4,561 $470K New
GFI Gold Fields Ltd.-Spons ADR 0.01% 14,235 $468K New
PJAN Innovator U.S. Equity Power 0.01% 9,426 $467K New
MSGS Madison Square Garden Sports 0.01% 1,173 $466K New
FSSL FS Specialty Lending Fund 0.01% 42,242 $466K New
KEYS Keysight Technologies Inc. 0.01% 1,479 $464K New
FCOM Fidelity MSCI Comm Serv Indx 0.01% 6,748 $464K New
GFEB FT Vest US Equity Moderate B 0.01% 10,466 $461K New
GNL Global Net Lease Inc. 0.01% 51,667 $461K Add +21.8%
CWB SS SPDR BB Conv Sec ETF 0.01% 4,542 $460K New
DCI Donaldson Co. Inc. 0.01% 4,923 $459K New
BIDD iShares International Divide 0.01% 15,507 $457K New
VGK Vanguard Ftse Europe ETF 0.01% 5,144 $457K New
FSEP FT Vest U.S. Equity Buffer E 0.01% 8,283 $457K New
ROL Rollins Inc. 0.01% 11,564 $452K Add +103.0%
OMF Onemain Holdings Inc. 0.01% 7,360 $451K New
RELX Relx PLC - Spon ADR 0.01% 12,585 $449K New
ATRC Atricure Inc. 0.01% 11,993 $448K New
BABA Alibaba Group Holding-SP ADR 0.01% 3,897 $448K New
ILCG iShares Morningstar Growth E 0.01% 4,037 $448K New
REET iShares Global REIT ETF 0.01% 15,505 $446K New
A Agilent Technologies Inc. 0.01% 3,232 $446K New
KNSL Kinsale Capital Group Inc. 0.01% 1,230 $445K New
RACK Vaneck Dta CNTR SPLY CHN ETF 0.01% 9,607 $444K New
NBIX Neurocrine Biosciences Inc. 0.01% 2,506 $442K New
IJT iShares S&P Small-Cap 600 GR 0.01% 2,557 $441K New
DAL Delta Air Lines Inc. 0.01% 5,092 $441K New
XLC SS Comm Select Sector SPDR 0.01% 4,080 $439K New
MLPI Neos MLP Enrgy HGH Inc. ETF 0.01% 7,965 $434K New
CGHM Cap Group Muni High-Income 0.01% 16,890 $432K New
TOL Toll Brothers Inc. 0.01% 2,841 $429K New
DFTX Definium Therapeutics Inc. 0.01% 10,025 $428K New
BALL Ball Corp. 0.01% 6,607 $427K New
SPTI SS SPDR P Int Term TSY ETF 0.01% 15,187 $427K New
TCHP T Rowe Price Blue Chip Growt 0.01% 8,880 $425K New
AWK American Water Works Co. Inc. 0.01% 3,158 $425K New
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.01% 1,437 $424K New
CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY 0.01% 12,321 $423K New
FANG Diamondback Energy Inc. 0.01% 2,140 $419K New
WTFC Wintrust Financial Corp. 0.01% 2,637 $419K New
EW Edwards Lifesciences Corp. 0.01% 5,044 $419K New
DHR Danaher Corp. 0.01% 2,131 $419K New
QXO Qxo Inc. 0.01% 29,632 $419K New
COHR Coherent Corp. 0.01% 1,543 $419K Add +61.7%
PDEC Innovator U.S. Equity Power 0.01% 9,026 $414K New
VEU Vanguard Ftse All-World Ex-U 0.01% 5,049 $414K New
TOTL SS Doubleline TR Tact ETF 0.01% 10,606 $412K New
XSEP FT Vest U.S. Equity Enhance 0.01% 9,225 $411K New
ZS Zscaler Inc. 0.01% 2,783 $410K New
SNY Sanofi-ADR 0.01% 9,285 $409K Add +73.3%
DVY iShares Select Dividend ETF 0.01% 2,486 $406K New
NCLH Norwegian Cruise Line Holdin 0.01% 20,252 $406K New
VXF Vanguard Extended Market ETF 0.01% 1,707 $406K New
EXPE Expedia Group Inc. 0.01% 1,451 $404K New
MSTR Strategy Inc. 0.01% 4,095 $404K New
MANU Manchester United PLC Class A 0.01% 17,560 $404K New
XLRE SS Real Estate Select Sector 0.01% 8,820 $404K New
SYSB iShares Systematic Bond ETF 0.01% 4,606 $403K New
APIE Activepassive Intl Eqty ETF 0.01% 10,478 $402K New
SLQD iShares 0-5 YR Inv GRD Corp. 0.01% 8,013 $402K New
FOTO Tutle Cap PR PLY Phtncs ETF 0.01% 21,547 $402K New
NBIS Nebius Group NV 0.01% 2,133 $401K New
YUM Yum! Brands Inc. 0.01% 2,676 $395K New
SHYL Xtrackers SHRT Dur High Yiel 0.01% 8,970 $394K New
PJUL Innovator U.S. Equity Power 0.01% 8,090 $394K New
GIS General Mills Inc. 0.01% 10,754 $394K New
AVTR Avantor Inc. 0.01% 33,469 $394K New
CGHY Cap Group High Yield Bond 0.01% 15,631 $393K New
IWS iShares Russell Mid-Cap Valu 0.01% 2,344 $393K New
VTHR Vanguard Russell 3000 0.01% 1,198 $392K New
WELL Welltower Inc. 0.01% 1,571 $390K New
SOLV Solventum Corp. 0.01% 4,847 $390K New
HBAN Huntington Bancshares Inc. 0.01% 22,697 $389K New
CSTL Castle Biosciences Inc. 0.01% 15,932 $389K New
RJF Raymond James Financial Inc. 0.01% 2,238 $388K New
BSCS Invesco Bulletshares 2028 CB 0.01% 19,153 $388K New
ATI Ati Inc. 0.01% 2,014 $388K New
GWW WW Grainger Inc. 0.01% 277 $387K New
QQQX Nuveen Nasdaq 100 DYN Overwr 0.01% 13,146 $387K New
VPU Vanguard Utilities ETF 0.01% 1,961 $386K New
SDOG Alps Sector Dividend Dogs 0.01% 5,349 $386K New
AIZ Assurant Inc. 0.01% 1,387 $384K New
SPYD SS SPDR P S&P 500 Hi Div ETF 0.01% 7,679 $383K New
FSV Firstservice Corp. 0.01% 2,731 $383K New
COLO Global X MSCI Colombia ETF 0.01% 8,547 $381K New
APCB Activepassive Core Bond ETF 0.01% 13,125 $381K New
SFD Smithfield Foods Inc. 0.01% 14,326 $381K New
HEQT Simplify Hedged Equity ETF 0.01% 11,368 $380K New
NCNO Ncino Inc. 0.01% 21,507 $380K New
TQQQ Proshares Ultrapro QQQ 0.01% 5,969 $378K Add +5.1%
HTGC Hercules Capital Inc. 0.01% 23,858 $377K Add +14.1%
PRF Invesco Rafi US 1000 ETF 0.01% 6,878 $375K New
PODD Insulet Corp. 0.01% 2,267 $374K New
NVBW Alnzim US Eqt BFR2 No Et-Usd 0.01% 10,456 $373K New
BSCU Invesco Bulletshares 2030 CB 0.01% 22,525 $372K Add +54.0%
EMC GLB X Emrg MRKT GRT Cnsumr 0.01% 10,580 $371K Reduce -5.3%
SUSB iShares ESG Aware 1-5 Year U 0.01% 14,930 $370K New
ARGT Global X MSCI Argentina ETF 0.01% 3,953 $370K New
STVN Stevanato Group SPA 0.01% 18,690 $370K New
AXON Axon Enterprise Inc. 0.01% 704 $370K New
RSG Republic Services Inc. 0.01% 1,704 $369K New
ING ING Groep N.V.-Sponsored ADR 0.01% 11,032 $369K New
IOO iShares Global 100 ETF 0.01% 2,676 $368K New
IBDX iShares Ibonds Dec 2032 TC 0.01% 14,736 $366K Add +6.9%
UGI Ugi Corp. 0.01% 9,840 $363K New
QBTS D-Wave Quantum Inc. 0.01% 18,577 $362K New
APPF Appfolio Inc. Class A 0.01% 2,140 $361K New
SECT Main Sector Rotation ETF 0.01% 5,154 $361K New
IGF iShares Global Infrastructur 0.01% 5,308 $355K New
DUSB Dimension Ultrashort Fi ETF 0.01% 6,986 $354K New
MLN Vaneck Long Muni ETF 0.01% 20,162 $352K New
NGG National Grid PLC-SP ADR 0.01% 4,329 $352K New
NOBL Proshares S&P 500 Dividend A 0.01% 6,107 $351K New
DGRW Wisdomtree U.S. Quality Divi 0.01% 3,670 $351K New
SMG Scotts Miracle-Gro Co. 0.01% 5,006 $350K New
EBAY eBay Inc. 0.01% 3,085 $349K New
HMY Harmony Gold MNG-Spon ADR 0.01% 21,889 $347K New
EIX Edison International 0.01% 4,396 $346K New
IWP iShares Russell Mid-Cap Grow 0.01% 2,509 $345K New
NAZ Nuveen Az QLTY Muni Inc. 0.01% 28,036 $343K New
BUD Anheuser-Busch Inbev-SPN ADR 0.01% 4,188 $339K New
GPK Graphic Packaging Holding Co. 0.01% 30,363 $339K Reduce -1.4%
DFIS Dimensional International SM 0.01% 9,467 $337K New
FNDX Schwab Fndmntl US LRG Co. ETF 0.01% 10,628 $336K New
SUSA iShares ESG Optimized MSCI U 0.01% 2,198 $335K New
JUNW Alianzim US Eq BFR20 Jun-Usd 0.01% 9,700 $332K New
ONTO Onto Innovation Inc. 0.01% 1,256 $329K New
GAP The Gap Inc. 0.01% 16,770 $329K New
IWV iShares Russell 3000 ETF 0.01% 774 $326K New
PCB PCB Bancorp 0.01% 11,644 $326K New
XLB SS Materials Select Sector 0.01% 6,338 $326K New
AU Anglogold Ashanti PLC 0.01% 4,038 $325K New
EVUS iShares ESG Aw MSCI US Value 0.01% 9,030 $323K New
BSVO EA Bridgeway Omni Sm-Cp Val 0.01% 10,972 $322K New
AMRX Amneal Pharmaceuticals Inc. 0.01% 17,746 $321K New
JPIE JPMorgan Income ETF 0.01% 6,985 $320K New
FAF First American Financial 0.01% 4,162 $317K Add +22.3%
UTZ Utz Brands Inc. 0.01% 22,533 $317K New
WTW Willis Towers Watson PLC 0.01% 1,040 $315K New
XEL Xcel Energy Inc. 0.01% 3,900 $315K New
FVD First Trust Value Line DVD 0.01% 6,265 $314K New
GXO Gxo Logistics Inc. 0.01% 5,893 $314K New
CTVA Corteva Inc. 0.01% 3,585 $314K New
CMS CMS Energy Corp. 0.01% 4,215 $313K New
DLR Digital Realty Trust Inc. 0.01% 1,597 $313K New
SPBW Allianzim BUFFER20 Alloc 0.01% 10,850 $312K New
PLTU Dire DLY PLTR Bul 2X ETF-Usd 0.01% 10,009 $312K New
OMC Omnicom Group 0.01% 3,780 $312K New
SFL SFL Corp. Ltd. 0.01% 26,075 $311K Add +9.8%
EXEL Exelixis Inc. 0.01% 5,567 $311K New
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.01% 1,225 $310K New
SHLD Global X Defense Tech ETF 0.01% 4,856 $310K New
APO Apollo Global Management Inc. 0.01% 2,489 $309K New
BILS SS Spdrb B 3-12M T-Bill ETF 0.01% 3,106 $309K New
KMT Kennametal Inc. 0.01% 8,713 $308K New
CHRW C.H. Robinson Worldwide Inc. 0.01% 1,761 $307K New
QEFA STSR SPD MSC Eaf Stgfs-US Inc. 0.01% 3,140 $307K New
DINO HF Sinclair Corp. 0.01% 3,371 $306K New
MFC Manulife Financial Corp. 0.01% 6,944 $306K New
ASX Ase Technology Holding -ADR 0.01% 8,370 $306K New
VDE Vanguard Energy ETF 0.01% 1,848 $304K New
HCA HCA Healthcare Inc. 0.01% 780 $304K New
FELG Fidelity Enh LRG Cap GWTH 0.01% 7,236 $304K New
CP Canadian Pacific Kansas City 0.01% 3,321 $304K New
TLTW iShares 20+ Bond Buywrite 0.01% 14,000 $303K New
BSTP Innovator Buff Su Strat ETF 0.01% 7,731 $303K New
CPRT Copart Inc. 0.01% 10,120 $301K New
PTC PTC Inc. 0.01% 2,393 $300K New
CAM AB California Inter Muni ETF filed as AB ACTIVE ETFS INC 0.01% 12,017 $299K New
MAS Masco Corp. 0.01% 3,674 $298K New
WFG West Fraser Timber Co. Ltd. 0.01% 4,490 $298K Reduce -17.8%
GMAR FT Vest US Equity Moderate B 0.01% 6,704 $297K New
RLY SS Multi-Asset Real Ret ETF 0.01% 8,256 $296K New
EMB iShares JP Morgan Usd Emergi 0.01% 3,120 $296K New
WST West Pharmaceutical Services 0.01% 891 $295K New
ILCB iShares Morningstar U.S. Equ 0.01% 2,880 $295K New
CSB Victoryshares US Small Cap H 0.00% 4,402 $294K New
RACE Ferrari NV 0.00% 771 $293K New
NULG Nuveen ESG LRG-Cap GRW ETF 0.00% 2,617 $292K New
TFC Truist Financial Corp. 0.00% 5,593 $292K New
WY Weyerhaeuser Co. 0.00% 12,189 $291K Reduce -15.9%
QBUF Innv Nasdaq -100 10 B - QRT 0.00% 9,720 $291K New
GM General Motors Co. 0.00% 3,310 $288K New
TTAN Servicetitan Inc. Class A 0.00% 3,843 $288K New
CG The Carlyle Group Inc. 0.00% 6,216 $288K New
WPM Wheaton Precious Metals Corp. 0.00% 2,553 $286K New
MRSK Toews Agility Shares Managed 0.00% 7,388 $285K New
KVUE Kenvue Inc. 0.00% 14,598 $284K Reduce -65.6%
P Everpure Inc. Class A 0.00% 3,810 $283K New
FAST Fastenal Co. 0.00% 5,926 $282K New
KKR KKR & Co. Inc. 0.00% 2,777 $282K New
NDSN Nordson Corp. 0.00% 947 $282K New
YPF YPF S.A.-Sponsored ADR filed as YPF SOCIEDAD ANONIMA 0.00% 5,466 $278K New
SITM Sitime Corp. 0.00% 531 $278K New
DEM Wisdomtree Emerging Markets 0.00% 5,203 $277K New
FIDU Fidelity MSCI Indust Indx 0.00% 2,852 $277K Reduce -23.4%
SCZ iShares MSCI Eafe Small-Cap 0.00% 3,323 $277K New
PBH Prestige Consumer Healthcare 0.00% 5,491 $277K New
VIS Vanguard Industrials ETF 0.00% 783 $275K New
DMXF iShares ESG Advanc MSCI Eafe 0.00% 3,311 $275K New
CGIB Cap Group Intl Bond HDG 0.00% 10,820 $274K New
CGSD Cap Group Short Duration 0.00% 10,663 $274K New
GWX State Street SPDR S&P Intern 0.00% 6,316 $274K New
SPBX Allianzim 6M BUFFER10 Alloc 0.00% 9,330 $273K New
FXH First Trust Health Care Alph 0.00% 2,177 $272K New
UMI Uscf Midstream Energy Income 0.00% 4,508 $271K New
ZION Zions Bancorp NA 0.00% 3,957 $271K New
IX Orix - Sponsored ADR filed as ORIX CORP 0.00% 6,709 $270K New
ARES Ares Management Corp. Class A 0.00% 2,110 $270K New
XYZ Block Inc. 0.00% 3,310 $269K New
IBDV iShares Ibonds Dec 2030 Corp. 0.00% 12,409 $268K New
AMKR Amkor Technology Inc. 0.00% 4,364 $265K New
SNA Snap-on Inc. 0.00% 650 $265K New
PFFV Global X Variable Rate Pref 0.00% 11,928 $263K New
VCRM Vanguard Core Tax-Ex Bond 0.00% 3,489 $262K New
CBRS Cerebras Systems Inc. Class A 0.00% 1,389 $262K New
SUI Sun Communities Inc. filed as SUN CMNTYS INC 0.00% 2,157 $262K New
MOG.A Moog Inc. Class A 0.00% 624 $261K New
BSMQ Invesco Bulletshares 2026 MB 0.00% 11,031 $259K New
FLEX Flex Ltd. 0.00% 2,230 $259K New
ULTA Ulta Beauty Inc. 0.00% 536 $258K Add +38.5%
HYD Vaneck High Yield Muni ETF 0.00% 5,072 $256K New
HAS Hasbro Inc. 0.00% 2,802 $254K New
LII Lennox International Inc. 0.00% 462 $253K New
HLI Houlihan Lokey Inc. 0.00% 1,784 $252K New
DLN Wisdomtree US Largecap Divid 0.00% 2,552 $251K New
RMOP Rockefeller Opport Muni ETF 0.00% 9,942 $250K Reduce -6.0%
XAR SS SPDR S&P Aerospace Def 0.00% 916 $250K New
PCAR Paccar Inc. 0.00% 1,875 $250K New
SF Stifel Financial Corp. 0.00% 3,030 $250K New
NXT Nextpower Inc. 0.00% 2,405 $249K New
AZO AutoZone Inc. 0.00% 81 $249K New
XOP SS SPDR S&P Og Exp & Prod 0.00% 1,473 $249K New
EWJ iShares MSCI Japan ETF 0.00% 2,710 $248K New
AEG Aegon Ltd.-NY Reg SHR 0.00% 27,006 $247K New
NWG Natwest Group PLC -Spon ADR 0.00% 13,494 $247K New
NUSC Nuveen ESG Small-Cap ETF 0.00% 4,818 $247K New
DDOG Datadog Inc. Class A 0.00% 980 $247K New
MDB Mongodb Inc. 0.00% 796 $247K New
USD Proshares Ultra Semiconduct 0.00% 3,071 $246K Add +1.4%
HLT Hilton Worldwide Holdings Inc. 0.00% 742 $246K New
JAZZ Jazz Pharmaceuticals PLC 0.00% 961 $245K New
AEIS Advanced Energy Industries 0.00% 840 $245K New
RCI Rogers Communications Inc. Class B 0.00% 7,478 $245K New
CNI Canadian Natl Railway Co. 0.00% 1,903 $245K New
IGBH iShares Interest Rate Hedged 0.00% 10,069 $244K New
MNA Nylim Merger Arbtrage ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.00% 6,697 $244K New
LQDH iShares Int Hedg Corp. BD ETF 0.00% 2,644 $244K New
FNDC Schwab Fndmnt Intl SM Eq ETF 0.00% 4,977 $243K New
AOM iShares Core 40/60 Moderate 0.00% 4,945 $242K New
IGLB iShares 10+ Year Inv GR Corp. 0.00% 4,990 $241K New
FROG Jfrog Ltd. 0.00% 2,958 $240K New
SHV iShares 0-1 Year Treasury Bo 0.00% 2,170 $239K New
COOK Traeger Inc. 0.00% 3,851 $236K New
IPWR Ideal Power Inc. 0.00% 59,877 $235K New
EQWL Invesco S&P 100 Equal Weight 0.00% 1,798 $234K New
GMED Globus Medical Inc. Class A 0.00% 2,976 $233K New
ADSK Autodesk Inc. 0.00% 1,030 $233K New
DXJ Wisdomtree Japan Hedged Eq 0.00% 1,308 $232K New
HSIC Henry Schein Inc. filed as SCHEIN HENRY INC 0.00% 2,742 $232K New
FXI iShares China Large-Cap ETF 0.00% 6,566 $232K Reduce -24.6%
ILCV iShares Morningstar Value Et 0.00% 2,220 $231K New
DFEM Dimensional Emrg MRKT Core 0.00% 6,097 $231K New
EWBC East West Bancorp Inc. 0.00% 1,767 $229K New
OKLO Oklo Inc. 0.00% 5,483 $229K New
GEHC GE Healthcare Technology 0.00% 3,735 $228K New
ETH Grayscale Ethereum Staking M 0.00% 12,281 $228K New
RPV Invesco S&P 500 Pure Value E 0.00% 1,900 $227K New
FXY Invesco Currencyshares Japan 0.00% 4,039 $226K New
TRLV Trulieve Cannabis Corp. 0.00% 27,096 $226K New
DEO Diageo PLC-Sponsored ADR 0.00% 2,646 $225K New
DFGX Dimsnl Intr CF in ETF-Usd Inc. 0.00% 4,299 $225K New
SCHE Schwab Emrg Mrkts Eqty ETF 0.00% 6,306 $225K New
RYAAY Ryanair Holdings PLC-SP ADR 0.00% 3,905 $224K New
MORN Morningstar Inc. 0.00% 1,224 $223K New
IBDW iShares Ibonds Dec 2031 Corp. 0.00% 10,830 $223K New
MDYG SS SPDR S&P 400 MC GR ETF 0.00% 2,058 $223K New
CFG Citizens Financial Group 0.00% 3,135 $223K New
HUCK Huckleberry AI Inc. filed as DOMO INC 0.00% 62,340 $223K New
HLN Haleon PLC-ADR 0.00% 22,312 $222K New
MDYV SS SPDR S&P 400 MC Val ETF 0.00% 2,315 $221K New
APG Api Group Corp. 0.00% 5,518 $220K New
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd 0.00% 4,000 $220K New
MOAT Vaneck Morningstar Wide Moat 0.00% 2,056 $218K New
PEG Public Service Enterprise GP 0.00% 2,754 $218K New
COPX Global X Copper Miners ETF 0.00% 2,788 $217K New
WCC Wesco International Inc. 0.00% 640 $216K New
MLI Mueller Industries Inc. 0.00% 3,371 $216K New
IBDU iShares Ibonds Dec 2029 Term 0.00% 9,378 $216K New
VUSB Vanguard Ultra Short Bond Et 0.00% 4,326 $215K New
MOD Modine Manufacturing Co. 0.00% 926 $213K New
IBMO iShares Ibonds Dec 2026 Term 0.00% 8,322 $213K New
EBND State Street SPDR Bloomberg 0.00% 10,251 $213K New
DIVB iShares Core Dividend ETF 0.00% 3,269 $213K New
NMR Nomura Holdings Inc.-Spon ADR 0.00% 21,654 $212K New
UYG Proshares Ultra Financials 0.00% 2,215 $212K New
TRI Thomson Reuters Corp. 0.00% 2,152 $210K New
STK Columbia Slgmn Prem Tech GR 0.00% 4,420 $210K New
TDC Teradata Corp. 0.00% 7,059 $210K New
CMG Chipotle Mexican Grill Inc. 0.00% 6,305 $209K New
DFSV Dimensional US Small Cap Val 0.00% 5,236 $207K New
HII Huntington Ingalls Industrie 0.00% 719 $207K New
KT KT Corp.-SP ADR 0.00% 11,042 $207K New
IDCC Interdigital Inc. 0.00% 797 $207K New
ONEY SS SPDR R1000 Yield Foc ETF 0.00% 1,553 $206K New
ALSN Allison Transmission Holding 0.00% 1,686 $206K New
LH Labcorp Holdings Inc. 0.00% 678 $204K New
SMAX iShares L Cap MB Sep ETF 0.00% 7,294 $204K New
ORI Old Republic Intl Corp. 0.00% 4,714 $203K New
CALF PCR US SM CP CSH CWS ETF-Usd 0.00% 3,777 $202K New
HMC Honda Motor Co. Ltd.-Spons ADR 0.00% 6,938 $202K New
IVT Inventrust Properties Corp. 0.00% 5,602 $201K New
OMFL Invesco Russell 1000 DYN M/F 0.00% 2,932 $201K New
WBD Warner Bros Discovery Inc. 0.00% 7,917 $200K New
IRT Independence Realty Trust Inc. 0.00% 11,985 $197K New
IREN Iren Ltd. filed as IREN LIMITED 0.00% 5,382 $195K New
BSCT Invesco Bulletshares 2029 CB 0.00% 10,142 $187K New
FBRT Franklin BSP Realty Trust Inc. 0.00% 22,011 $177K Add +4.6%
AES AES Corp. 0.00% 11,218 $166K New
KD Kyndryl Holdings Inc. 0.00% 12,697 $162K New
BDJ BlackRock Enhanced Eqty DVD 0.00% 16,691 $161K New
TPCS Techprecision Corp. 0.00% 35,279 $159K New
BRSP Brightspire Capital Inc. 0.00% 28,957 $154K Add +174.5%
NMZ Nuveen Muni Hi Inc. Opport 0.00% 15,000 $153K New
MFG Mizuho Financial Group-ADR 0.00% 14,366 $152K New
MSOS Advisorshares Pure US Cann 0.00% 34,840 $148K New
CXDO Crexendo Inc. 0.00% 21,217 $147K New
RKT Rocket Cos Inc. Class A 0.00% 10,497 $142K New
PCT Purecycle Technologies Inc. 0.00% 22,178 $133K New
CODI Compass Diversified Holdings 0.00% 12,862 $129K New
LYG Lloyds Banking Group PLC-ADR 0.00% 21,049 $129K New
DNP DNP Select Income Fund Inc. 0.00% 11,679 $128K New
WU Western Union Co. 0.00% 13,745 $112K New
ONDS Ondas Inc. 0.00% 13,959 $112K New
PGX Invesco Preferred ETF 0.00% 10,155 $109K New
ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS 0.00% 11,200 $108K New
IBRX Immunitybio Inc. 0.00% 14,896 $104K New
ARI Apollo Commercial Real Estat 0.00% 15,234 $102K New
HFRO Highland Opport & Income 0.00% 13,015 $95K New
IZEA Izea Worldwide Inc. 0.00% 27,665 $92K New
ARCT Arcturus Therapeutics Holdin 0.00% 15,785 $91K New
UAA Under Armour Inc. Class A 0.00% 12,042 $85K New
FSCO FS Credit Opportunities Corp. 0.00% 15,556 $76K New
POET Poet Technologies Inc. 0.00% 10,061 $71K New
NAT Nordic American Tankers Ltd. 0.00% 10,185 $66K Add +0.8%
EVLV Evolv Technologies Holdings 0.00% 11,502 $63K New
DCGO Docgo Inc. 0.00% 84,514 $53K New
TIGR Up Fintech Holding Ltd. - ADR 0.00% 10,173 $50K New
OSUR Orasure Technologies Inc. 0.00% 11,774 $47K New
CURI Curiositystream Inc. 0.00% 17,287 $42K New
VTSI Virtra Inc. 0.00% 13,249 $42K New
OPK Opko Health Inc. 0.00% 30,000 $37K New
LAC Lithium Americas Corp. 0.00% 11,595 $34K New
IRIX Iridex Corp. 0.00% 33,840 $30K New
INVE Inve Technologies Inc. filed as IDENTIV INC 0.00% 10,643 $29K New
SNES Senestech Inc. 0.00% 19,119 $25K New
OCGN Ocugen Inc. 0.00% 20,020 $25K New
OCEAN POWER TECHNOLOGIES INC 0.00% 119,995 $17K New
SPWR Sunpower Inc. 0.00% 34,737 $17K New
MVIS Microvision Inc. 0.00% 60,000 $15K New
BTAIQ Bioxcel Therapeutics Inc. 0.00% 15,000 $13K New
ATCH Atlasclear Holdings Inc. 0.00% 61,000 $11K New
ORBS Eightco Holdings Inc. 0.00% 10,265 $6K New
GNS Genius Group Ltd. 0.00% 21,187 $3K New

Options reported separately and not counted above: IWM calls ($20.5M), AVGO puts ($2.3M), MSI puts ($636K), COST puts ($476K), AAPL puts ($438K), MSFT puts ($79K), UBER calls ($68K), IREN calls ($51K), SPY calls ($2K), SPY puts ($2K), ASML calls ($2K), GS calls ($1K), and 30 more.

Other holdings (3): bonds, preferreds, convertibles and warrants · $3.9M (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 1,329$1.7MAdd +9.7%
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A 20,025$1.3MAdd +10.9%
ORACLE CORP (ORCL 6.5 01/15/29 D) 6.5 DEP CUM SR D 23,413$913KNew

Total filed on the 13F, all lines: $6.0B.

Portfolio Sells Q1 2026 → Q2 2026

ARM Arm Holdings PLC-ADR Reduce -14.3% 0.23% −1.65
OKTA Okta Inc. Reduce -6.5% 0.06% −0.25
HST Host Hotels & Resorts Inc. Reduce -30.8% 0.02% −0.25
DOW Dow Inc. Sold out 0.00% −0.23
STX Seagate Technology Holdings Reduce -24.8% 0.02% −0.21
CWEN.A Clearway Energy Inc. Class A Sold out 0.00% −0.20
SILA Sila Realty Trust Inc. Sold out 0.00% −0.18
TNL Travel + Leisure Co. Reduce -43.1% 0.01% −0.15
WHR Whirlpool Corp. Sold out 0.00% −0.13
KVUE Kenvue Inc. Reduce -65.6% 0.00% −0.11
MTB M & T Bank Corp. Sold out 0.00% −0.06
EMC GLB X Emrg MRKT GRT Cnsumr Reduce -5.3% 0.01% −0.05
TRU Transunion Sold out 0.00% −0.05
WY Weyerhaeuser Co. Reduce -15.9% 0.00% −0.05
WFG West Fraser Timber Co. Ltd. Reduce -17.8% 0.01% −0.05
FIDU Fidelity MSCI Indust Indx Reduce -23.4% 0.00% −0.05
FXI iShares China Large-Cap ETF Reduce -24.6% 0.00% −0.04
GPK Graphic Packaging Holding Co. Reduce -1.4% 0.01% −0.04
RMOP Rockefeller Opport Muni ETF Reduce -6.0% 0.00% −0.04
BKNG Booking Holdings Inc. Reduce -84.5% 0.02% −0.02

Portfolio Buys Q1 2026 → Q2 2026

SPY SS SPDR S&P 500 ETF Trust-US Add +71318.1% 3.53% +3.48
SPYG SS SPDR P S&P 500 Growth ETF New 3.40% +3.40
SPYV SS SPDR P S&P 500 Value ETF New 2.95% +2.95
IVV iShares Core S&P 500 ETF New 1.60% +1.60
SPDW Ste STR SPDR PT DW Eu ETF New 1.54% +1.54
VOO Vanguard S&P 500 ETF Add +37353.8% 1.51% +1.47
VT Vanguard Tot World STK ETF New 1.26% +1.26
RSP Invesco S&P 500 Equal Weight New 1.04% +1.04
DFAU Dimensional US Core Equity M New 0.95% +0.95
SRLN SS Blackstone Sr Loan ETF New 0.92% +0.92
GLDM SPDR Gold Minishares Trust New 0.86% +0.86
QQQ Invesco QQQ Trust Series 1 Add +3763.0% 1.06% +0.82
IJH iShares Core S&P Midcap ETF New 0.70% +0.70
VWO Vanguard Ftse Emerging Marke Add +17006.2% 0.73% +0.69
VMBS Vanguard Mortgage-Backed Sec New 0.67% +0.67
USIG iShares Broad Usd Investment New 0.52% +0.52
IUSB Ishr CR Unvrse Usd BD ETF-Ui New 0.52% +0.52
VEA Vanguard Ftse Developed ETF Add +6336.7% 0.60% +0.51
OPBK Op Bancorp New 0.48% +0.48
VGIT Vanguard Intermediate-Term T New 0.47% +0.47
XLV SS Health Care Select Sector New 0.47% +0.47
IVW iShares S&P 500 Growth ETF New 0.45% +0.45
SPHY SS SPDR P High Yield ETF Add +3987.3% 0.54% +0.41
DYNF Ishrs US E F R A ETF-Usd Inc. New 0.41% +0.41
PULS Pgim Ultra Short Bond ETF New 0.40% +0.40
VTI VG Morningstar TS MKT ETF-US New 0.39% +0.39
IGV iShares Expanded Tech-Softwa New 0.39% +0.39
DFCF Dimensional Core Fixed Inc. New 0.38% +0.38
COST Costco Wholesale Corp. Add +3441.8% 0.52% +0.38
LRCX Lam Research Corp. Add +3679.8% 0.48% +0.38
SPSM SS SPDR P S&P 600 Small Cap New 0.37% +0.37
JPST JPMorgan Ultra-Short Income New 0.33% +0.33
DFAI Dimensional International Co. New 0.33% +0.33
BUG Global X Cybersecurity ETF New 0.33% +0.33
IVE iShares S&P 500 Value ETF New 0.33% +0.33
DFAC Dimensional US Core Equity 2 New 0.32% +0.32
JNJ Johnson & Johnson Add +2961.9% 0.42% +0.32
BAC Bank of America Corp. New 0.31% +0.31
GRNY Fundstr Gran SH US LRG Cap New 0.31% +0.31
SOXX iShares Semiconductor ETF New 0.31% +0.31
AVUV Avantis US Small Cap Value New 0.30% +0.30
CGCP Cap Group Core Plus Income New 0.30% +0.30
BKLN Invesco Senior Loan ETF New 0.30% +0.30
SCHC Schwab Intl Small-Cap Equity New 0.28% +0.28
FTNT Fortinet Inc. New 0.28% +0.28
VB Vanguard Most SM-Cap ETF-Usd New 0.27% +0.27
IWM iShares Russell 2000 ETF New 0.27% +0.27
AGG iShares Core U.S. Aggregate New 0.26% +0.26
IEI iShares 3-7 Year Treasury Bo New 0.26% +0.26
CRWD CrowdStrike Holdings Inc. Class A New 0.25% +0.25

Options Activity Q1 2026 → Q2 2026

IWM iShares Russell 2000 ETF call New 7,000,000 $20.5M
AVGO Broadcom Inc. put New 600,000 $2.3M
MSI Motorola Solutions Inc. put New 150,000 $636K
COST Costco Wholesale Corp. put New 50,000 $476K
AAPL Apple Inc. put New 130,100 $438K
MSFT Microsoft Corp. put New 20,200 $79K
UBER Uber Technologies Inc. call New 100,000 $68K
IREN Iren Ltd. call New 140,000 $51K
SPY SS SPDR S&P 500 ETF Trust-US call New 300 $2K
SPY SS SPDR S&P 500 ETF Trust-US put New 300 $2K
ASML ASML Holding NV-NY Reg SHS call New 100 $2K
GS Goldman Sachs Group Inc. call New 100 $1K
QQQ Invesco QQQ Trust Series 1 put New 100 $682
VRTX Vertex Pharmaceuticals Inc. call New 100 $479
ADBE Adobe Inc. put New 200 $476
MSFT Microsoft Corp. call New 100 $389
AMGN Amgen Inc. call New 100 $376
CRM Salesforce Inc. put New 200 $348
GOOG Alphabet Inc. Class C put New 100 $327
PANW Palo Alto Networks Inc. call New 100 $317
INTU Intuit Inc. call New 100 $304
UNP Union Pacific Corp. call New 100 $299
ESS Essex Property Trust Inc. call New 100 $291
ABBV Abbvie Inc. call New 100 $257
ADBE Adobe Inc. call New 100 $238
AMZN Amazon.com Inc. put New 100 $231
NVDA Nvidia Corp. put New 100 $197
CVX Chevron Corp. call New 100 $190
CCJ Cameco Corp. put New 200 $178
BX Blackstone Inc. put New 100 $133
BX Blackstone Inc. call New 100 $133
UPS United Parcel Service Class B put New 100 $113
NKE Nike Inc. Class B call New 200 $84
XYZ Block Inc. put New 100 $81
ZTS Zoetis Inc. call New 100 $77
SU Suncor Energy Inc. call New 100 $64
SU Suncor Energy Inc. put New 100 $64
NKE Nike Inc. Class B put New 100 $42
T AT&T Inc. call New 100 $24
PINS Pinterest Inc. Class A call New 100 $24
PINS Pinterest Inc. Class A put New 100 $24
F Ford Motor Co. call New 100 $15

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

Notes & Other Activity Q1 2026 → Q2 2026

BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L Add +9.7% 1,329 $1.7M
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A Add +10.9% 20,025 $1.3M
ORACLE CORP (ORCL 6.5 01/15/29 D) 6.5 DEP CUM SR D New 23,413 $913K

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

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,241$6.0BNVDA, SPY, SPYG, SPYV, AAPL
Q1 2026 208$652.2MNVDA, AAPL, META, AVGO, AMD
Q4 2025 908$3.2BSPY, NVDA, QQQ, BKLN, AAPL
Q3 2025 867$3.0BNVDA, SPY, QQQ, BKLN, AAPL
Q2 2025 823$2.6BNVDA, SPY, QQQ, BKLN, GLD
Q1 2025 630$1.6BSPY, NVDA, GLD, BKLN, QQQ
Q4 2024 610$1.8BSPY, NVDA, QQQ, BKLN, AAPL
Q3 2024 629$1.9BNVDA, SPY, QQQ, AAPL, BKLN
Q2 2024 624$1.8BNVDA, QQQ, SPY, AAPL, BKLN
Q1 2024 627$1.7BSPY, NVDA, BKLN, QQQ, AAPL