PFG Investments, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 22, 2024), PFG Investments, LLC reported 1,037 stock positions worth $1.7 billion. Its top holding was Apple (AAPL) at 6.2% of the portfolio, followed by Microsoft (MSFT, 3.3%) and Nvidia (NVDA, 2.6%). Compared with Q4 2023, it opened 565 new positions, sold out of 13, added to 424 and reduced 43. The biggest buy was a new position in PIMCO Dynamic Income Fund (PDI) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −18%).

Most Recent 13F
Q2 2026
Location
WOODBURY, NY
CIK
0001973224
Portfolio Value
$1.7B (Q1 2024)
SEC Filing
0001754960-24-000168 ↗ filed Apr 22, 2024

Holdings Value

0$1.0B$2.0B$3.0B Q1 2024: $1.7B $1.7B Q1 2024 Q2 2024: $1.4B Q2 2024 Q3 2024: $1.5B Q3 2024 Q4 2024: $1.6B Q4 2024 Q1 2025: $1.6B Q1 2025 Q2 2025: $1.7B Q2 2025 Q3 2025: $1.9B Q3 2025 Q4 2025: $2.1B Q4 2025 Q1 2026: $2.1B Q1 2026 Q2 2026: $2.6B Q2 2026

Holdings 1,037 stocks · $1.7B

AAPL Apple Inc. 6.16% 594,303 $101.9M Add +171.1%
MSFT Microsoft Corp. 3.33% 130,983 $55.1M Add +185.1%
NVDA Nvidia Corp. 2.62% 47,982 $43.4M Add +88.3%
AMZN Amazon.com Inc. 1.95% 179,142 $32.3M Add +130.8%
TSLA Tesla Inc. 1.40% 132,034 $23.2M Add +42.1%
META Meta Platforms Inc. Class A 1.35% 45,997 $22.3M Add +134.0%
BIV Vanguard Intermediate-Term B 1.09% 238,426 $18.0M Add +7142.6%
PDI PIMCO Dynamic Income Fund 1.05% 903,964 $17.4M New
JNJ Johnson & Johnson 1.05% 109,278 $17.3M Add +431.2%
SPY SS SPDR S&P 500 ETF Trust-US 1.00% 31,712 $16.6M Add +50.6%
XOM Exxon Mobil Corp. 0.94% 133,862 $15.6M Add +320.8%
JPM JPMorgan Chase & Co. 0.85% 69,781 $14.0M Add +184.1%
IWF iShares Russell 1000 Growth 0.83% 40,781 $13.7M Add +1713.3%
QQQ Invesco QQQ Trust Series 1 0.78% 28,972 $12.9M Add +77.2%
GOOGL Alphabet Inc. Class A 0.75% 82,078 $12.4M Add +63.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.72% 34,416 $11.8M Add +313.6%
VZ Verizon Communications Inc. 0.70% 277,345 $11.6M Add +408.4%
COST Costco Wholesale Corp. 0.68% 15,342 $11.2M Add +99.7%
GOOG Alphabet Inc. Class C 0.68% 73,480 $11.2M Add +208.1%
PTY PIMCO Corporate & Income Opp 0.64% 713,512 $10.6M New
VYM Vanguard High DVD Yield ETF 0.61% 83,796 $10.1M Add +93.0%
VHT Vanguard Health Care ETF 0.60% 36,826 $10.0M Add +968.4%
INTC Intel Corp. 0.60% 224,806 $9.9M Add +956.9%
VTV Vanguard Mrngstr Val ETF-Aui 0.60% 60,538 $9.9M Add +532.0%
VEA Vanguard Ftse Developed ETF 0.59% 194,146 $9.7M Add +288.5%
CEF Sprott Physical Gold and Sil 0.59% 476,421 $9.7M New
PEP Pepsico Inc. 0.58% 54,961 $9.6M Add +376.6%
DSI iShares ESG MSCI KLD 400 ETF 0.57% 92,953 $9.4M Add +24.4%
LLY Eli Lilly & Co. 0.56% 11,963 $9.3M Add +409.5%
PG The Procter & Gamble Co. 0.52% 52,751 $8.6M Add +134.5%
CSCO Cisco Systems Inc. 0.52% 170,818 $8.5M Add +125.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.51% 44,100 $8.4M Add +109.6%
GSEW Goldman Sachs Eql WGHT Large 0.50% 114,022 $8.3M New
MRK Merck & Co. Inc. 0.50% 62,576 $8.3M Add +172.8%
BRK.B Berkshire Hathaway Inc. Class B 0.49% 19,189 $8.1M Add +98.9%
INVESTMENT MANAGERS SER TR I 0.49% 219,284 $8.0M New
HD Home Depot Inc. 0.48% 20,833 $8.0M Add +168.1%
VTI VG Morningstar TS MKT ETF-US 0.44% 28,022 $7.3M Add +76.3%
INTG Intergroup Corp. 0.44% 322,829 $7.2M New
V Visa Inc. Class A 0.43% 25,626 $7.2M Add +107.3%
FV First Trust DW Focus 5 Fund 0.43% 124,107 $7.1M Add +55.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.42% 181,797 $6.9M Add +304.0%
XLK SS Technology Select Sector 0.40% 32,048 $6.7M Add +370.0%
XLG Invesco S&P 500 Top 50 ETF 0.40% 157,060 $6.6M New
VDC Vanguard Consumer Staple ETF 0.39% 31,787 $6.5M New
RDVY First Trust Rising Dividend 0.39% 114,817 $6.4M New
GSLC Goldman Activebeta US LC ETF 0.39% 61,818 $6.4M Add +221.6%
UNH Unitedhealth Group Inc. 0.39% 12,872 $6.4M Add +113.0%
HASI Ha Sustainable Infrastructur filed as HANNON ARMSTRONG SUST INFR C 0.38% 223,740 $6.4M Add +9.9%
WMT Walmart Inc. 0.38% 104,273 $6.3M Add +197.1%
AMD Advanced Micro Devices 0.38% 34,402 $6.2M Add +136.9%
BIL SS SPDR BB 1-3M T-Bill ETF 0.37% 67,408 $6.2M Reduce -18.2%
GLD SPDR Gold Shares 0.37% 30,033 $6.2M Add +67.0%
CVX Chevron Corp. 0.37% 38,830 $6.1M Add +221.5%
T AT&T Inc. 0.36% 342,827 $6.0M Add +335.6%
VWO Vanguard Ftse Emerging Marke 0.36% 142,076 $5.9M New
ABBV Abbvie Inc. 0.35% 32,055 $5.8M Add +112.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.35% 47,165 $5.8M Add +280.7%
ED Consolidated Edison Inc. 0.34% 62,237 $5.7M Add +225.8%
EMNT PIMCO Enhcd St M-Active ESG 0.33% 55,183 $5.4M New
BSV Vanguard Short-Term Bond ETF 0.32% 69,738 $5.3M Add +1606.3%
GRNB Vaneck Green Bond ETF 0.32% 224,815 $5.3M New
VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS 0.32% 533,053 $5.2M New
PFE Pfizer Inc. 0.31% 186,930 $5.2M Add +232.9%
IWY iShares Russell Top 200 Grow 0.31% 26,417 $5.2M New
JEPI JPMorgan Equity Premium Inco 0.31% 87,851 $5.1M Add +317.4%
BRK.A Berkshire Hathaway Inc. Class A 0.31% 8 $5.1M New
SMCI Super Micro Computer Inc. 0.31% 5,012 $5.1M New
VB Vanguard Most SM-Cap ETF-Usd 0.30% 22,048 $5.0M Add +266.7%
UBER Uber Technologies Inc. 0.30% 63,450 $4.9M Add +374.6%
SCHX Schwab US Large-Cap ETF 0.29% 78,582 $4.9M New
SPLV Invesco S&P 500 Low Volatili 0.29% 73,401 $4.8M Add +177.1%
AGG iShares Core U.S. Aggregate 0.29% 49,168 $4.8M Add +40.4%
ADBE Adobe Inc. 0.29% 9,441 $4.8M Add +158.0%
GRID First TRST Nasd Class Edg Sgiif 0.28% 40,786 $4.7M Add +17.8%
ORCL Oracle Corp. 0.28% 36,947 $4.6M Add +204.0%
BEPC Brookfield Renewable Cor-A 0.27% 184,702 $4.5M Add +14.9%
SCHD Schwab US DVD Equity ETF 0.27% 55,155 $4.4M Add +573.0%
KO The Coca-Cola Co. 0.26% 71,486 $4.4M Add +270.0%
GE General Electric 0.25% 23,680 $4.2M Add +440.9%
MCD McDonald's Corp. 0.25% 14,576 $4.1M Add +212.9%
VNQ Vanguard Real Estate ETF 0.25% 47,047 $4.1M Add +684.3%
CRM Salesforce Inc. 0.24% 13,339 $4.0M Add +190.3%
NVO Novo-Nordisk A/S-Spons ADR 0.24% 31,208 $4.0M Add +120.7%
MA Mastercard Inc. Class A 0.24% 8,316 $4.0M Add +193.3%
BMY Bristol-Myers Squibb Co. 0.24% 73,075 $4.0M Add +352.7%
PHYS Sprott Physical Gold Trust 0.23% 221,217 $3.8M New
BA The Boeing Co. 0.23% 19,584 $3.8M Add +467.3%
CVNA Carvana Co. 0.23% 42,783 $3.8M Add +68.2%
IJH iShares Core S&P Midcap ETF 0.22% 60,496 $3.7M Add +767.3%
AVGO Broadcom Inc. 0.22% 2,725 $3.6M Add +125.0%
VMBS Vanguard Mortgage-Backed Sec 0.22% 79,103 $3.6M New
QYLD Global X Nasd 100 Cov Call 0.22% 201,171 $3.6M Add +180.7%
ARM Arm Holdings PLC-ADR 0.21% 28,178 $3.5M New
NFLX Netflix Inc. 0.21% 5,740 $3.5M Add +114.3%
VIG Vanguard Dividend Apprec ETF 0.21% 19,001 $3.5M Add +145.3%
BUFR FT Vest Lad Buffervetf-Usd I 0.21% 122,884 $3.4M New
SOXX iShares Semiconductor ETF 0.21% 15,091 $3.4M Add +11.8%
FPF First TR Interm Dur & Inc. 0.21% 189,196 $3.4M New
NEE Nextera Energy Inc. 0.20% 52,842 $3.4M Add +360.1%
SPSB SS SPDR P St C Corp. ETF 0.20% 112,962 $3.4M Add +649.5%
USMV iShares MSCI USA Min Vol Fac 0.20% 39,900 $3.3M Add +61.5%
F Ford Motor Co. filed as FORD MTR CO DEL 0.20% 248,320 $3.3M Add +791.2%
GOVT iShares US Treasury Bond ETF 0.20% 143,485 $3.3M Reduce -33.8%
LMT Lockheed Martin Corp. 0.20% 7,115 $3.2M Add +225.0%
VCSH Vanguard S/T Corp. Bond ETF 0.19% 41,089 $3.2M Add +54.0%
EPD Enterprise Products Partners 0.19% 108,605 $3.2M New
NUDM Nuveen ESG Intl Devel MRK Eq 0.19% 101,987 $3.2M New
QCOM Qualcomm Inc. 0.19% 18,498 $3.1M Add +125.8%
VCIT Vanguard Int-Term Corporate 0.19% 38,755 $3.1M Add +73.3%
SRPT Sarepta Therapeutics Inc. 0.19% 24,095 $3.1M Add +23.7%
SCHG Schwab US Large-Cap Growth 0.19% 33,552 $3.1M New
VOO Vanguard S&P 500 ETF 0.19% 6,384 $3.1M Add +123.1%
SCHV Schwab US Large-Cap Value 0.19% 40,326 $3.1M New
TAN Invesco Solar ETF 0.18% 66,967 $3.0M Add +14.6%
DLY Doubleline Yield Opport 0.18% 189,967 $3.0M New
XYLD Global X S&P 500 Cove Call E 0.18% 73,680 $3.0M Add +206.6%
TSM Taiwan Semiconductor-SP ADR 0.18% 21,592 $2.9M Add +457.5%
DMO Western Asset Mort Def Opp 0.18% 250,150 $2.9M New
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.18% 10,210 $2.9M New
DE Deere & Co. 0.18% 7,083 $2.9M Add +53.7%
DECK Deckers Outdoor Corp. 0.18% 3,086 $2.9M Add +892.3%
PDO PIMCO Dynamic Income Opport 0.17% 217,109 $2.9M New
GSY Invesco Ultra Short Duration 0.17% 57,064 $2.8M New
LOW Lowe's Cos Inc. 0.17% 11,048 $2.8M Add +130.7%
PFN PIMCO Income Strategy FD II 0.17% 376,751 $2.8M New
ABR Arbor Realty Trust Inc. 0.17% 207,446 $2.7M New
GLW Corning Inc. 0.17% 83,012 $2.7M Add +207.8%
GILD Gilead Sciences Inc. 0.16% 36,988 $2.7M Add +298.6%
IJR iShares Core S&P Small-Cap E 0.16% 24,500 $2.7M Add +97.6%
DUK Duke Energy Corp. 0.16% 27,941 $2.7M Add +272.7%
OEF iShares S&P 100 ETF 0.16% 10,921 $2.7M Add +26.8%
IWM iShares Russell 2000 ETF 0.16% 12,646 $2.7M Add +156.7%
ACWV iShares MSCI Global Min Vol 0.16% 25,182 $2.7M Add +809.8%
CVS CVS Health Corp. 0.16% 33,208 $2.6M Add +37.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.16% 10,966 $2.6M Add +628.6%
RSP Invesco S&P 500 Equal Weight 0.16% 15,333 $2.6M Add +183.6%
MO Altria Group Inc. 0.16% 59,098 $2.6M Add +312.0%
NOBL Proshares S&P 500 Dividend A 0.16% 25,379 $2.6M Add +12.2%
BX Blackstone Inc. 0.16% 19,556 $2.6M Add +96.9%
RWL Invesco S&P 500 Revenue ETF 0.15% 26,921 $2.5M New
JPST JPMorgan Ultra-Short Income 0.15% 49,377 $2.5M Add +18.6%
PANW Palo Alto Networks Inc. 0.15% 8,751 $2.5M Add +31.6%
TIP iShares Tips Bond ETF 0.15% 23,138 $2.5M Add +25.9%
AMAT Applied Materials Inc. 0.15% 12,047 $2.5M Add +288.6%
LRCX Lam Research Corp. 0.15% 2,553 $2.5M Add +678.4%
FDX FedEx Corp. 0.15% 8,550 $2.5M Add +157.4%
SYK Stryker Corp. 0.15% 6,889 $2.5M Add +28.7%
USHY iShares Broad Usd High Yield 0.15% 67,098 $2.5M Add +494.6%
SPIB SS SPDR P Int C Corp. ETF 0.15% 74,400 $2.4M New
XLE SS Energy Select Sector 0.15% 25,761 $2.4M Add +149.0%
GDX Vaneck Gold Miners ETF 0.15% 76,350 $2.4M Add +261.0%
UNP Union Pacific Corp. 0.15% 9,755 $2.4M Add +127.1%
SDHY Pgim SHRT Durat Hi YLD 0.14% 155,550 $2.4M New
PLD Prologis Inc. 0.14% 18,360 $2.4M Add +9.5%
XFFCX Flaherty & Crumrine Pref Inc. 0.14% 160,863 $2.4M New
PDP Invesco Dorsey Wright Moment 0.14% 24,163 $2.4M Add +65.8%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.14% 36,321 $2.4M Add +72.5%
XLV SS Health Care Select Sector 0.14% 16,111 $2.4M Add +215.7%
ETF SER SOLUTIONS 0.14% 99,883 $2.4M Add +19.6%
ETHO Amplify Etho Climate Leaders 0.14% 39,801 $2.3M New
VGIT Vanguard Intermediate-Term T 0.14% 39,674 $2.3M Add +1006.0%
PSX Phillips 66 0.14% 14,190 $2.3M Add +378.3%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.14% 28,618 $2.3M Add +42.5%
MU Micron Technology Inc. 0.14% 19,349 $2.3M Add +340.8%
OLED Universal Display Corp. 0.14% 13,540 $2.3M New
SHY iShares 1-3 Year Treasury Bo 0.14% 27,781 $2.3M Add +227.9%
IIPR Innovative Industrial Proper 0.14% 21,879 $2.3M Add +47.3%
ADP Automatic Data Processing 0.14% 9,028 $2.3M Add +209.1%
ENPH Enphase Energy Inc. 0.13% 18,382 $2.2M Add +80.7%
ADMA Adma Biologics Inc. 0.13% 334,600 $2.2M Add +678.1%
NAC Nuveen Ca QLTY Muni Inc. 0.13% 198,943 $2.2M New
PM Philip Morris International 0.13% 23,778 $2.2M Add +299.6%
CL Colgate-Palmolive Co. 0.13% 23,973 $2.2M Add +64.1%
XBI SS SPDR S&P Biotech ETF 0.13% 22,747 $2.2M Add +238.2%
VGT Vanguard Info Tech ETF 0.13% 4,108 $2.2M Add +79.9%
AEP American Electric Power 0.13% 25,018 $2.2M Add +746.4%
CMCSA Comcast Corp. Class A 0.13% 49,688 $2.2M Add +205.7%
QCLN First Trust Nasdaq Clean Edg 0.13% 61,666 $2.1M Add +4.8%
HON Honeywell International Inc. 0.13% 10,360 $2.1M Add +213.0%
FGB First Trust Special Financ 0.13% 554,102 $2.1M New
MS Morgan Stanley 0.13% 22,127 $2.1M Add +29.7%
IYW iShares Ustechnology ETF 0.12% 15,264 $2.1M Add +5.1%
SBUX Starbucks Corp. 0.12% 22,477 $2.1M Add +39.1%
AMT American Tower Corp. 0.12% 10,318 $2.0M Add +71.7%
WLYB Wiley (john) & Sons Class B 0.12% 53,477 $2.0M New
FIX Comfort Systems USA Inc. 0.12% 6,385 $2.0M New
HTGC Hercules Capital Inc. 0.12% 109,511 $2.0M Add +641.2%
NUSC Nuveen ESG Small-Cap ETF 0.12% 48,441 $2.0M Add +6.4%
LAND Gladstone Land Corp. 0.12% 150,715 $2.0M Add +72.3%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.12% 7,680 $2.0M Add +293.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.12% 7,935 $2.0M Add +162.4%
UTG Reaves Utility Income Fund 0.12% 73,305 $2.0M New
MMM 3M Co. 0.12% 18,573 $2.0M Add +198.7%
ETN Eaton Corp. PLC 0.12% 6,294 $2.0M Add +14.6%
XLP SS Consumer Staples Sel Sect 0.12% 25,475 $1.9M Add +460.0%
ACGL Arch Capital Group Ltd. 0.12% 20,956 $1.9M New
TLT iShares 20+ Year Treasury BD 0.12% 20,360 $1.9M Add +25.4%
TSCO Tractor Supply Company 0.12% 7,315 $1.9M Add +355.2%
CWEN Clearway Energy Inc. Class C 0.12% 82,731 $1.9M Add +12.4%
UTF Cohen & Steers Infrastructur 0.12% 80,687 $1.9M New
SO The Southern Co. 0.11% 26,487 $1.9M Add +271.1%
PEG Public Service Enterprise GP 0.11% 28,430 $1.9M New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.11% 18,454 $1.9M Add +29.3%
ASML ASML Holding NV-NY Reg SHS 0.11% 1,927 $1.9M Add +39.6%
RTX RTX Corp. 0.11% 19,149 $1.9M Add +192.9%
VLO Valero Energy Corp. 0.11% 10,851 $1.9M Add +401.7%
ESGU iShares ESG Aware MSCI USA 0.11% 16,110 $1.9M Add +35.5%
DVN Devon Energy Corp. 0.11% 36,857 $1.8M Add +185.3%
AMGN Amgen Inc. 0.11% 6,497 $1.8M Add +222.3%
WEA Western Asset Premier Bond 0.11% 172,756 $1.8M New
BAB Invesco Taxable Municipal Bo 0.11% 69,033 $1.8M Add +31.2%
CAT Caterpillar Inc. 0.11% 4,958 $1.8M New
ET Energy Transfer LP 0.11% 115,412 $1.8M Add +164.9%
ECC Eagle Point Credit Co. 0.11% 179,523 $1.8M New
PHM Pultegroup Inc. 0.11% 14,815 $1.8M New
IDCC Interdigital Inc. 0.11% 16,755 $1.8M New
O Realty Income Corp. 0.11% 32,871 $1.8M Add +189.2%
EMR Emerson Electric Co. 0.11% 15,404 $1.7M Add +189.8%
GS Goldman Sachs Group Inc. 0.11% 4,179 $1.7M Add +52.1%
IHI iShares U.S. Medical Devices 0.11% 29,782 $1.7M Reduce -46.0%
BIZD Vaneck BDC Income ETF 0.11% 103,034 $1.7M New
NLY Annaly Capital Management Inc. 0.11% 88,414 $1.7M Add +145.3%
RITM Rithm Capital Corp. 0.11% 155,772 $1.7M Add +170.8%
BEP Brookfield Renewable Partner 0.10% 74,592 $1.7M Add +11.5%
SDY SS SPDR S&P Dividend ETF 0.10% 13,058 $1.7M Add +54.5%
IFN Aberdeen India Fund Inc. 0.10% 82,776 $1.7M New
ANET Arista Networks Inc. 0.10% 5,818 $1.7M New
WDI Western Asset Divers Inc. 0.10% 116,663 $1.7M New
SHEL Shell PLC-ADR 0.10% 25,002 $1.7M Add +150.2%
TLH iShares 10-20 Year Treasury 0.10% 15,909 $1.7M New
GBTC Grayscale Bitcoin Trust ETF 0.10% 26,441 $1.7M New
REGL Prshrs S&P Mid 400 DVD Arist 0.10% 21,171 $1.7M Add +5.1%
TGT Target Corp. 0.10% 9,384 $1.7M Add +62.4%
FLOT iShares Floating Rate Bond E 0.10% 32,564 $1.7M Add +15.0%
COP Conocophillips 0.10% 13,026 $1.7M Add +579.1%
RACE Ferrari NV 0.10% 3,787 $1.7M Add +60.9%
TMO Thermo Fisher Scientific Inc. 0.10% 2,838 $1.6M Add +31.5%
DVY iShares Select Dividend ETF 0.10% 13,295 $1.6M Add +15.4%
UPS United Parcel Service Class B 0.10% 10,930 $1.6M Add +57.9%
AWK American Water Works Co. Inc. 0.10% 13,177 $1.6M Add +41.4%
DGRO iShares Core Dividend Growth 0.10% 27,617 $1.6M Add +583.6%
VGSH Vanguard Short-Term Treasury 0.10% 27,259 $1.6M Reduce -17.1%
C Citigroup Inc. 0.10% 24,947 $1.6M Add +302.2%
GIS General Mills Inc. 0.09% 22,430 $1.6M Add +89.3%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.09% 10,022 $1.6M Add +99.4%
SHW The Sherwin-Williams Co. 0.09% 4,489 $1.6M Add +236.3%
SCHW Schwab (charles) Corp. 0.09% 21,425 $1.5M Add +280.4%
SAIA Saia Inc. 0.09% 2,641 $1.5M New
APO Apollo Global Management Inc. 0.09% 13,674 $1.5M Reduce -8.4%
ABT Abbott Laboratories 0.09% 13,525 $1.5M Add +62.8%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.09% 6,322 $1.5M Add +344.6%
XYZ Block Inc. 0.09% 17,374 $1.5M Add +56.8%
IVV iShares Core S&P 500 ETF 0.09% 2,792 $1.5M Add +124.8%
DPG Duff & Phelps Utility & Inc. 0.09% 151,798 $1.5M New
WM Waste Management Inc. 0.09% 6,792 $1.4M Add +114.2%
ITOT iShares Core S&P Total U.S. 0.09% 12,506 $1.4M Add +4.1%
WMS Advanced Drainage Systems Inc. 0.09% 8,314 $1.4M Reduce -15.1%
RYLD Global X Russell 2000 Cov Class 0.09% 84,445 $1.4M Add +637.3%
IWD iShares Russell 1000 Value E 0.09% 7,955 $1.4M Add +16.9%
IWR iShares Russell Mid-Cap ETF 0.09% 16,800 $1.4M Add +27.0%
VCR Vanguard Consumer Discre ETF 0.09% 4,445 $1.4M New
AXP American Express Co. 0.08% 6,129 $1.4M Add +237.9%
PAAS Pan American Silver Corp. 0.08% 90,509 $1.4M New
TREX Trex Company Inc. 0.08% 13,669 $1.4M Add +20.6%
BP BP PLC-Spons ADR 0.08% 35,959 $1.4M New
KHC The Kraft Heinz Co. 0.08% 36,426 $1.3M Add +171.6%
PARAA Paramount Global Class B 0.08% 113,491 $1.3M New
PHO Invesco Water Resources ETF 0.08% 20,065 $1.3M Add +8.8%
SOUN Soundhound AI Inc. Class A 0.08% 226,650 $1.3M New
IEFA iShares Core MSCI Eafe ETF 0.08% 17,979 $1.3M Add +143.8%
BCAT BlackRock Capital Alloc TR 0.08% 79,479 $1.3M New
PECO Phillips Edison & Company Inc. 0.08% 36,819 $1.3M Add +403.6%
PAXS PIMCO Access Income Fund 0.08% 83,705 $1.3M New
LIN Linde PLC 0.08% 2,830 $1.3M Add +452.7%
ESGV Vanguard ESG US Stock ETF 0.08% 14,082 $1.3M New
KLAC KLA Corp. 0.08% 1,878 $1.3M Add +94.6%
FSK FS KKR Capital Corp. 0.08% 67,823 $1.3M Add +379.1%
PLTR Palantir Technologies Inc. Class A 0.08% 56,098 $1.3M Add +116.8%
FSLR First Solar Inc. 0.08% 7,602 $1.3M Add +159.1%
ORLY O'reilly Automotive Inc. 0.08% 1,136 $1.3M Add +31.3%
JCI Johnson Controls Internation 0.08% 19,630 $1.3M Add +187.1%
AGNC AGNC Investment Corp. 0.08% 129,501 $1.3M Add +880.9%
ACN Accenture PLC Class A 0.08% 3,684 $1.3M Add +4.8%
THQ Abrdn Healthcare Opport 0.08% 63,292 $1.3M New
IBB iShares Biotechnology ETF 0.08% 9,264 $1.3M Add +110.7%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.08% 6,558 $1.3M Add +283.1%
ARKK ARK Innovation ETF 0.07% 24,644 $1.2M Add +24.3%
JRI Nuveen Real Asset Inc. & GRW 0.07% 103,161 $1.2M New
SMH Vaneck Semiconductor ETF 0.07% 5,419 $1.2M Add +60.0%
MDLZ Mondelez International Inc. Class A 0.07% 17,323 $1.2M Add +167.7%
DLR Digital Realty Trust Inc. 0.07% 8,396 $1.2M Add +23.9%
NRK Nuveen NY Amt-FR Muni Inc. 0.07% 109,025 $1.2M New
AXON Axon Enterprise Inc. 0.07% 3,765 $1.2M Add +55.3%
BJUN Innovator U.S. Equity Buffer 0.07% 31,303 $1.2M New
BND Vanguard Total Bond Market 0.07% 16,170 $1.2M Add +50.5%
XYL Xylem Inc. 0.07% 9,086 $1.2M Add +15.0%
PFLT Pennantpark Floating Rate Ca 0.07% 101,835 $1.2M New
SYY Sysco Corp. 0.07% 14,263 $1.2M Add +57.1%
WPM Wheaton Precious Metals Corp. 0.07% 24,333 $1.1M Add +128.2%
OXY Occidental Petroleum Corp. 0.07% 17,582 $1.1M Add +140.1%
MKC McCormick & Co.-Non VTG SHRS 0.07% 14,854 $1.1M Add +112.8%
YUM Yum! Brands Inc. 0.07% 8,196 $1.1M New
ROP Roper Technologies Inc. 0.07% 2,019 $1.1M Add +6.5%
ENB Enbridge Inc. 0.07% 31,220 $1.1M Add +156.9%
OPK Opko Health Inc. 0.07% 937,265 $1.1M New
SMDV Proshrs RSL 2000 DVD GRW ETF 0.07% 17,490 $1.1M Add +1.2%
ISRG Intuitive Surgical Inc. 0.07% 2,793 $1.1M Add +45.2%
ES Eversource Energy 0.07% 18,590 $1.1M New
DTE DTE Energy Company 0.07% 9,804 $1.1M Add +380.6%
XLF SS Financial Select Sector 0.07% 26,071 $1.1M Add +90.7%
JSTC Adasina Social Justice GLB 0.07% 61,730 $1.1M Add +14.7%
DSL Doubleline Income Solutions 0.07% 85,876 $1.1M New
PYPL PayPal Holdings Inc. 0.07% 16,261 $1.1M Add +79.3%
RIG Transocean Ltd. 0.07% 172,637 $1.1M New
BHK BlackRock Core Bond Trust 0.07% 99,928 $1.1M New
IDE Voya Infrastructure Indust 0.07% 102,462 $1.1M New
CCI Crown Castle Inc. 0.06% 10,100 $1.1M Add +481.1%
CRWD CrowdStrike Holdings Inc. Class A 0.06% 3,307 $1.1M Add +79.9%
IPO Renaissance Ipo ETF 0.06% 25,460 $1.1M New
DKNG Draftkings Inc. Class A 0.06% 23,273 $1.1M Add +61.6%
RGLD Royal Gold Inc. 0.06% 8,645 $1.1M New
MGF Aberdeen Govrn MKTS Inc. Fund 0.06% 326,976 $1.0M New
OHI Omega Healthcare Investors 0.06% 32,828 $1.0M Add +384.9%
SPYX SS SPDR S&P 500 Foss FL ETF 0.06% 24,282 $1.0M Add +62.9%
FCX Freeport-McMoran Inc. 0.06% 22,090 $1.0M Add +31.1%
ITW Illinois Tool Works 0.06% 3,868 $1.0M Add +13.5%
DOW Dow Inc. 0.06% 17,903 $1.0M Add +156.4%
PFF iShares Preferred & Income S 0.06% 31,677 $1.0M Add +272.4%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.06% 2,559 $1.0M New
IAU iShares Gold Trust 0.06% 24,198 $1.0M Add +126.6%
BCV Bancroft Fund Ltd. 0.06% 63,454 $1.0M New
BGH Barings GLBL SHRT Dur Hi YLD 0.06% 70,912 $1.0M New
INTU Intuit Inc. 0.06% 1,541 $1.0M Add +68.0%
DOC Healthpeak Properties Inc. 0.06% 52,355 $982K New
ARDX Ardelyx Inc. 0.06% 134,125 $979K Reduce -17.9%
ALL Allstate Corp. 0.06% 5,623 $973K New
GEHC GE Healthcare Technology 0.06% 10,586 $962K Add +276.2%
ITCI Intra-Cellular Therapies Inc. 0.06% 13,800 $955K Add +392.9%
EAGG iShares ESG Aware US Aggrega 0.06% 20,261 $953K New
CMG Chipotle Mexican Grill Inc. 0.06% 326 $948K Add +132.9%
PH Parker Hannifin Corp. 0.06% 1,703 $947K Add +92.2%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.06% 3,771 $943K Add +15.6%
WELL Welltower Inc. 0.06% 10,079 $942K Add +17.5%
DHR Danaher Corp. 0.06% 3,756 $938K Add +15.6%
NOW ServiceNow Inc. 0.06% 1,229 $937K Add +211.9%
SECT Main Sector Rotation ETF 0.06% 18,589 $937K New
ADM Archer-Daniels-Midland Co. 0.06% 14,886 $935K Add +425.4%
USFR Wisdomtree Floating Rate Tre 0.06% 18,389 $925K New
HR Healthcare Realty Trust Inc. 0.06% 65,284 $924K Add +275.6%
VTWO Vanguard Russell 2000 ETF 0.06% 10,854 $923K Add +42.3%
PFO Flaherty & Crumrine P&I Opp 0.06% 109,160 $921K New
TPHD Timothy Plan High DVD STCK 0.05% 25,058 $906K New
TD Toronto-Dominion Bank 0.05% 14,985 $905K New
LW Lamb Weston Holdings Inc. 0.05% 8,493 $905K New
URI United Rentals Inc. 0.05% 1,254 $904K New
IUSG iShares Core S&P U.S. Growth 0.05% 7,700 $903K Reduce -10.6%
MDT Medtronic PLC 0.05% 10,330 $900K Add +29.6%
CI The Cigna Group 0.05% 2,462 $894K New
ECL Ecolab Inc. 0.05% 3,873 $894K Add +10.1%
GPC Genuine Parts Co. 0.05% 5,725 $887K Add +194.3%
CEFS Saba Opport Hedg Cef ETF-Usd 0.05% 42,845 $886K New
CRF Cornerstone Total Return 0.05% 116,445 $874K New
DOCU Docusign Inc. 0.05% 14,619 $871K New
CQP Cheniere Energy Partners LP 0.05% 17,567 $868K New
KMB Kimberly-Clark Corp. 0.05% 6,664 $862K Add +222.7%
WBA Walgreens Boots Alliance Inc. 0.05% 39,564 $858K New
OKE Oneok Inc. 0.05% 10,561 $847K Add +213.9%
AY Atlantica Sustainable Infras 0.05% 45,498 $841K Add +104.9%
VRTX Vertex Pharmaceuticals Inc. 0.05% 2,009 $840K Add +11.6%
BMAR Innovator U.S. Equity Buffer 0.05% 20,106 $838K New
WBD Warner Bros Discovery Inc. 0.05% 95,676 $835K Add +833.9%
MUB iShares National Muni Bond E 0.05% 7,642 $822K Reduce -2.2%
FTCS First Trust Capital Strength 0.05% 9,567 $819K Add +169.1%
SCM Stellus Capital Investment C 0.05% 62,236 $814K New
PLUG Plug Power Inc. 0.05% 236,391 $813K Add +1017.6%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.05% 14,980 $813K Add +81.8%
ISPY Proshares S&P High Incom ETF 0.05% 18,933 $810K New
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.05% 14,721 $807K New
NEM Newmont Corp. 0.05% 22,506 $807K Add +4.5%
VPU Vanguard Utilities ETF 0.05% 5,609 $800K New
SGOV iShares 0-3 Month Treasury B 0.05% 7,934 $799K New
WEC WEC Energy Group Inc. 0.05% 9,721 $798K New
VCLT Vanguard Long-Term Corp. Bond 0.05% 10,169 $796K New
IBDR iShares Ibonds Dec 2026 Term 0.05% 33,320 $795K New
NKE Nike Inc. Class B 0.05% 8,455 $795K Add +67.1%
IBDQ iShares Ibonds Dec 2025 Term 0.05% 31,977 $793K New
XBMEX BlackRock Health Sciences 0.05% 19,112 $792K New
ITA iShares U.S. Aerospace & Def 0.05% 5,967 $787K Add +22.7%
BSTZ BlackRock Sci & Tech TRM TR 0.05% 40,536 $786K New
GM General Motors Co. 0.05% 17,303 $785K New
IBDP iShares Ibonds Dec 2024 Term 0.05% 31,320 $785K New
TM Toyota Motor Corp. -Spon ADR 0.05% 3,106 $782K Add +166.4%
TXN Texas Instruments Inc. 0.05% 4,446 $775K Add +111.3%
BABA Alibaba Group Holding-SP ADR 0.05% 10,703 $774K Add +182.3%
HOLX Hologic Inc. 0.05% 9,927 $774K Add +20.1%
H Hyatt Hotels Corp. Class A 0.05% 4,825 $770K New
PIM Franklin Master Interm IT-Ui filed as PUTNAM MASTER INTER INCOME T 0.05% 240,159 $769K New
BKNG Booking Holdings Inc. 0.05% 211 $766K Add +68.8%
KMI Kinder Morgan Inc. 0.05% 41,759 $766K Reduce -9.0%
HPQ HP Inc. 0.05% 25,317 $765K Add +216.3%
DD Dupont DE Nemours Inc. 0.05% 9,911 $760K New
SGOL Abrdn Physical Gold Shares 0.05% 35,397 $752K Add +97.7%
CTVA Corteva Inc. 0.05% 13,030 $751K New
MPC Marathon Petroleum Corp. 0.05% 3,718 $749K New
SLV iShares Silver Trust 0.04% 32,637 $742K Add +187.5%
MINT PIMCO Enhanced Short Maturit 0.04% 7,371 $741K Add +32.2%
XLY SS Consumer Disc Select Sect 0.04% 4,027 $741K New
HDV iShares Core High Dividend E 0.04% 6,715 $740K New
CRSP Crispr Therapeutics AG 0.04% 10,843 $739K New
DXCM Dexcom Inc. 0.04% 5,313 $737K Add +112.5%
WFC Wells Fargo & Co. 0.04% 12,684 $735K Add +68.9%
BNDX Vanguard Total Intl Bond ETF 0.04% 14,811 $729K Add +2.1%
CSW CSW Industrials Inc. 0.04% 3,100 $727K New
GOF Guggenheim Strategic Opport 0.04% 50,388 $722K New
DLN Wisdomtree US Largecap Divid 0.04% 9,992 $721K Add +0.4%
FSCO FS Credit Opportunities Corp. 0.04% 120,790 $716K New
EOG EOG Resources Inc. 0.04% 5,587 $714K New
NGG National Grid PLC-SP ADR 0.04% 10,447 $713K New
EVX Vaneck Environmental Service 0.04% 4,247 $712K Add +1.5%
XLC SS Comm Select Sector SPDR 0.04% 8,690 $710K Add +49.8%
COWZ Pacer US Cash Cows 100 ETF 0.04% 12,211 $710K Add +173.8%
PAYX Paychex Inc. 0.04% 5,772 $709K Add +13.4%
SWKS Skyworks Solutions Inc. 0.04% 6,531 $707K Add +37.9%
DEA Easterly Govt Pptys Inc. 0.04% 61,004 $702K New
VGK Vanguard Ftse Europe ETF 0.04% 10,363 $698K New
ABERDEEN ASIA PACIFIC INCOM filed as ABRDN ASIA PACIFIC INCOME FU 0.04% 248,755 $697K New
NJAN Innovator Growth 100 Power B 0.04% 15,773 $687K New
CSX CSX Corp. 0.04% 18,366 $681K Add +111.6%
SPYV SS SPDR P S&P 500 Value ETF 0.04% 13,571 $680K Add +62.9%
SNOW Snowflake Inc. 0.04% 4,207 $680K Add +116.6%
D Dominion Energy Inc. 0.04% 13,818 $680K New
FLRN SS SPDR BB Ig Float RT ETF 0.04% 21,988 $678K Add +73.1%
SRLN SS Blackstone Sr Loan ETF 0.04% 16,094 $678K Add +19.7%
URNM Sprott Uranium Miners ETF 0.04% 13,688 $675K New
XGDVX Gabelli Dividend & Income TR 0.04% 29,058 $668K New
SKYY First Trust Cloud Computing 0.04% 6,964 $666K Add +23.6%
SUSA iShares ESG Optimized MSCI U 0.04% 5,997 $655K Add +35.6%
PPA Invesco Aerospace & Defense 0.04% 6,402 $650K New
SDIV Global X Superdividend ETF 0.04% 30,028 $650K New
IBTE iShares Ibonds Dec 2024 Term 0.04% 27,115 $649K New
BITO Proshares Bitcoin ETF-Usd 0.04% 20,053 $648K New
GSIE Goldman Sachs Activebeta Int 0.04% 18,878 $647K Add +2.0%
PODD Insulet Corp. 0.04% 3,760 $644K New
FNV Franco-Nevada Corp. 0.04% 5,405 $644K New
IBTF iShares Ibonds Dec 2025 Term 0.04% 27,638 $642K New
AEM Agnico Eagle Mines Ltd. 0.04% 10,667 $636K Add +4.8%
DBA Invesco DB Agriculture Fund 0.04% 25,653 $635K Add +47.7%
GSK GSK PLC-Spon ADR 0.04% 14,758 $633K Add +71.7%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.04% 26,544 $632K New
CEG Constellation Energy 0.04% 3,409 $630K New
EIX Edison International 0.04% 8,897 $629K Add +50.8%
FE Firstenergy Corp. 0.04% 16,228 $627K New
RSG Republic Services Inc. 0.04% 3,271 $626K Add +57.4%
VYMI Vanguard Int High DVD YLD Inc. 0.04% 9,036 $622K Add +5.2%
ICLN iShares Global Clean Energy 0.04% 44,359 $620K New
HACK Amplify Cybersecurity ETF 0.04% 9,667 $620K Add +97.1%
ROK Rockwell Automation Inc. 0.04% 2,126 $619K New
FRT Federal Realty Invs Trust 0.04% 6,061 $619K Reduce -3.9%
IGV iShares Expanded Tech-Softwa 0.04% 7,155 $610K Reduce -73.9%
BR Broadridge Financial Solutio 0.04% 2,975 $609K New
GIII G-III Apparel Group Ltd. 0.04% 21,000 $609K No change
WSM Williams-Sonoma Inc. 0.04% 1,916 $608K Add +19.0%
PDD PDD Holdings Inc. 0.04% 5,201 $605K New
CLX Clorox Company 0.04% 3,926 $601K Add +17.6%
IVE iShares S&P 500 Value ETF 0.04% 3,167 $592K Add +7.4%
WDAY Workday Inc. Class A 0.04% 2,150 $586K Add +10.6%
PAVE Global X US Infrastructure 0.04% 14,711 $586K New
SDOG Alps Sector Dividend Dogs 0.04% 10,831 $584K Add +115.4%
MAIN Main Street Capital Corp. 0.04% 12,330 $583K New
BLK BlackRock Finance Inc. 0.04% 697 $581K Add +44.6%
QQQM Invesco Nasdaq 100 ETF 0.04% 3,182 $581K New
TOTL SS Doubleline TR Tact ETF 0.04% 14,499 $581K New
TFC Truist Financial Corp. 0.03% 14,784 $576K Add +135.6%
NOC Northrop Grumman Corp. 0.03% 1,199 $574K New
MET Metlife Inc. 0.03% 7,742 $574K New
ICE Intercontinental Exchange Inc. 0.03% 4,172 $573K Add +35.3%
TT Trane Technologies PLC 0.03% 1,900 $570K New
BKLN Invesco Senior Loan ETF 0.03% 26,957 $570K New
VGLT Vanguard Long-Term Treasury 0.03% 9,594 $568K Add +6.1%
AMP Ameriprise Financial Inc. 0.03% 1,295 $568K New
GPN Global Payments Inc. 0.03% 4,246 $568K New
VOOV Vanguard S&P 500 Value ETF 0.03% 3,131 $565K New
IEI iShares 3-7 Year Treasury Bo 0.03% 4,875 $565K Reduce -36.5%
NVS Novartis AG-Sponsored ADR 0.03% 5,811 $562K New
SPGI S&P Global Inc. 0.03% 1,320 $562K Add +23.9%
IFV First Trust DW Focus 5 Intl 0.03% 27,662 $553K Reduce -70.2%
BOND PIMCO Active Bond Exchange-T 0.03% 6,017 $553K Add +153.3%
ESGE iShares Inc. iShares ESG Awar 0.03% 17,130 $552K Add +8.0%
PRU Prudential Financial Inc. 0.03% 4,693 $551K Add +7.8%
CHTR Charter Communications Inc. Class A 0.03% 1,887 $548K New
RA Brookfield Real Assets Incom 0.03% 42,356 $547K New
JNK SS SPDR BB High Yield Bond 0.03% 5,746 $547K Add +36.3%
MNST Monster Beverage Corp. 0.03% 9,207 $546K Add +18.6%
DG Dollar General Corp. 0.03% 3,492 $545K Reduce -8.5%
ESGR Enstar Group Ltd. 0.03% 1,750 $544K No change
TRI Thomson Reuters Corp. 0.03% 3,488 $543K Reduce -8.8%
PSLV Sprott Physical Silver Trust 0.03% 65,375 $542K New
BSX Boston Scientific Corp. 0.03% 7,885 $540K Add +61.3%
IEMG iShares Core MSCI Emerging 0.03% 10,434 $538K Add +124.4%
S Sentinelone Inc. Class A 0.03% 23,038 $537K Reduce -1.8%
BRSP Brightspire Capital Inc. 0.03% 77,799 $536K New
UL Unilever PLC 0.03% 10,572 $531K Add +36.8%
PMAR Innovator U.S. Equity Power 0.03% 14,331 $528K New
TRV The Travelers Cos Inc. 0.03% 2,286 $526K New
FIW First Trust Water ETF 0.03% 5,145 $525K Add +3.0%
JBLU Jetblue Airways Corp. 0.03% 70,691 $525K Add +507.0%
IWB iShares Russell 1000 ETF 0.03% 1,812 $522K Add +65.3%
STM Stmicroelectronics NV-NY SHS 0.03% 12,026 $520K Add +91.1%
PAA Plains All Amer Pipeline LP 0.03% 29,317 $515K New
WMB Williams Cos Inc. 0.03% 13,185 $514K New
ELF Elf Beauty Inc. 0.03% 2,621 $514K Add +24.2%
IBTH iShares Ibonds Dec 2027 Term 0.03% 23,109 $512K New
TFII Tfi International Inc. 0.03% 3,205 $511K New
STX Seagate Technology Holdings 0.03% 5,490 $511K New
IEF iShares 7-10 Year Treasury B 0.03% 5,395 $511K Reduce -1.5%
XRNPX Cohen & Steers REIT and Pref 0.03% 24,233 $510K New
SPHD Invesco S&P 500 High Dividen 0.03% 11,469 $509K New
ARI Apollo Commercial Real Estat 0.03% 45,682 $509K New
DON Wisdomtree US Midcap Dividen 0.03% 10,394 $507K Add +8.2%
ARTY iShares Future AI & Tech ETF 0.03% 14,741 $506K New
DELL Dell Technologies -C 0.03% 4,437 $506K New
INFY Infosys Ltd.-SP ADR 0.03% 28,227 $506K Add +84.9%
CHD Church & Dwight Co. Inc. 0.03% 4,851 $506K Add +24.1%
SPG Simon Property Group Inc. 0.03% 3,232 $506K Add +56.8%
NSC Norfolk Southern Corp. 0.03% 1,971 $502K Add +57.2%
ASA ASA Gold and Precious Metals 0.03% 32,594 $501K New
CG The Carlyle Group Inc. 0.03% 10,670 $501K Reduce -0.5%
XSHQ Invesco S&P Smallcap Quality 0.03% 12,120 $499K New
IXUS iShares Core Intl Stock ETF 0.03% 7,334 $498K Add +0.9%
STAG Stag Industrial Inc. 0.03% 12,856 $494K New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.03% 6,356 $494K Add +28.3%
EFA iShares MSCI Eafe ETF 0.03% 6,182 $494K Add +63.6%
DIVO Amplify CWP Enhan Divid ETF 0.03% 12,681 $493K Reduce -5.0%
NMFC New Mountain Finance Corp. filed as NEW MTN FIN CORP 0.03% 38,911 $493K Add +125.1%
WPC WP Carey Inc. 0.03% 8,720 $492K New
JAAA Janus Henderson Aaa Clo ETF 0.03% 9,671 $491K Add +47.0%
ICSH iShares Ultra Short Duration 0.03% 9,703 $491K New
IWS iShares Russell Mid-Cap Valu 0.03% 3,896 $488K Add +13.7%
VTR Ventas Inc. 0.03% 11,202 $488K Reduce -13.7%
ADSK Autodesk Inc. 0.03% 1,872 $488K Add +26.6%
PNC PNC Financial Services Group 0.03% 3,015 $487K New
NRG NRG Energy Inc. 0.03% 7,196 $487K New
CIBR First Trust Nasdaq Cybersecu 0.03% 8,628 $487K Add +52.8%
MRSH Marsh & McLennan Cos 0.03% 2,349 $484K New
OPP Rivernrth/Doublelne STR Opp 0.03% 56,020 $483K New
ARKX ARK Space & Defense Innovati 0.03% 32,296 $483K Add +5.4%
OVLH Overlay SHRS HDG LRG Cap Eqy 0.03% 15,410 $482K New
DJT Trump Media & Technology Gro 0.03% 7,723 $479K New
CARR Carrier Global Corp. 0.03% 8,138 $473K Add +100.8%
EDD Morgan Stanley Emrg MRK Dom 0.03% 99,500 $473K New
IWN iShares Russell 2000 Value E 0.03% 2,975 $472K Add +3.5%
VFH Vanguard Financials ETF 0.03% 4,613 $472K New
MSI Motorola Solutions Inc. 0.03% 1,326 $471K New
EEM iShares MSCI Emerging Market 0.03% 11,431 $470K Add +5.5%
CMI Cummins Inc. 0.03% 1,593 $469K Reduce -31.2%
EXC Exelon Corp. 0.03% 12,476 $469K New
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.03% 5,340 $467K New
MOS The Mosaic Co. 0.03% 14,358 $466K New
UGI Ugi Corp. 0.03% 18,972 $466K New
BCPC Balchem Corp. 0.03% 3,000 $465K New
GDO Western Ast GLB Corp. Opprnty 0.03% 37,188 $464K New
SAP Sap SE-Sponsored ADR 0.03% 2,366 $461K Add +6.4%
IP International Paper Co. 0.03% 11,786 $460K New
PBA Pembina Pipeline Corp. 0.03% 12,927 $457K New
CNQ Canadian Natural Resources 0.03% 5,983 $457K New
IHAK iShares Cybersecurity & Tech 0.03% 9,734 $456K New
SOFI Sofi Technologies Inc. 0.03% 62,222 $454K Add +109.8%
IHF iShares U.S. Healthcare Prov 0.03% 8,314 $453K Add +35.5%
PSI Invesco Semiconductors ETF 0.03% 8,007 $452K New
DSTL Distillate US Fundamental St 0.03% 8,346 $450K Add +16.3%
AVK Advent Convert & Income 0.03% 37,383 $446K New
NULV Nuveen ESG Large-Cap Val ETF 0.03% 11,482 $446K New
ABNB Airbnb Inc. Class A 0.03% 2,700 $445K New
QUAL iShares MSCI USA Quality Fac 0.03% 2,703 $444K Add +65.9%
FLNA Filana Therapeutics Inc. filed as CASSAVA SCIENCES INC 0.03% 21,880 $444K New
GSG iShares S&P Gsci Commodity I 0.03% 20,070 $443K Reduce -0.7%
GNT Gamco Natural Resources Gold 0.03% 84,870 $442K New
FAN First Trust Global Wind Ener 0.03% 28,565 $440K Add +8.8%
LIT Global X Lithium & Battery T 0.03% 9,708 $440K Add +58.3%
FISV Fiserv Inc. 0.03% 2,734 $437K Add +17.8%
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC 0.03% 8,285 $435K New
MAR Marriott International Class A 0.03% 1,725 $435K New
BN Brookfield Corp. 0.03% 10,378 $435K New
GOVI Invesco Equal Weight 0-30 YR 0.03% 15,452 $434K New
QQQX Nuveen Nasdaq 100 DYN Overwr 0.03% 17,933 $433K New
XPCQX PIMCO California Muni Inc. FD 0.03% 46,220 $433K New
CP Canadian Pacific Kansas City 0.03% 4,898 $432K New
WAT Waters Corp. 0.03% 1,250 $430K Add +2.9%
MITK Mitek Systems Inc. 0.03% 30,500 $430K New
NTR Nutrien Ltd. 0.03% 7,903 $429K New
VRNA Verona Pharma Ltd. 0.03% 26,600 $428K Add +49.4%
INSW International Seaways Inc. 0.03% 8,016 $426K New
SGDM Sprott Gold Miners ETF 0.03% 16,781 $425K Add +56.5%
VOOG Vanguard S&P 500 Growth ETF 0.03% 1,394 $425K Add +14.5%
HYI Western Asset High Yield Opp 0.03% 35,273 $422K New
CB Chubb Ltd. 0.03% 1,625 $421K New
NMZ Nuveen Muni Hi Inc. Opport 0.03% 39,782 $420K New
IWO iShares Russell 2000 Growth 0.03% 1,550 $420K New
WHR Whirlpool Corp. 0.03% 3,507 $420K Add +53.8%
SPOT Spotify Technology SA 0.03% 1,583 $418K New
OGIG Alps Oshares Global Internet 0.03% 10,894 $418K New
MPT Medical Properties Trust Inc. 0.03% 88,656 $417K New
STWD Starwood Property Trust Inc. 0.03% 20,353 $414K New
CACC Credit Acceptance Corp. 0.03% 750 $414K No change
SPB Spectrum Brands Holdings Inc. 0.03% 4,644 $413K New
EJAN Innovator Emerging Markets P 0.03% 14,269 $413K New
CLM Cornerstone Strategic Invest 0.02% 54,574 $410K New
FVD First Trust Value Line DVD 0.02% 9,682 $409K New
PSMT Pricesmart Inc. 0.02% 4,852 $408K New
HBAN Huntington Bancshares Inc. 0.02% 29,202 $407K New
FBND Fidelity Total Bond ETF 0.02% 8,986 $407K New
CLF Cleveland-Cliffs Inc. 0.02% 17,890 $407K New
DNP DNP Select Income Fund Inc. 0.02% 44,818 $406K New
FDN First Trust DJ Internet Ind 0.02% 1,982 $406K New
XPO Xpo Inc. 0.02% 3,322 $405K New
GAB Gabelli Equity Trust 0.02% 73,418 $405K New
USB US Bancorp 0.02% 9,042 $404K Reduce -21.0%
CSQ Calamos Strat TTL RTRN FND 0.02% 24,545 $402K New
OR Osisko Gold Royalties Ltd. 0.02% 24,451 $401K New
AQN Algonquin Power & Utilities 0.02% 63,371 $401K Add +71.3%
ARCC Ares Capital Corp. 0.02% 19,222 $400K Add +92.3%
NVT Nvent Electric PLC 0.02% 5,307 $400K Add +13.3%
VRP Invesco Variable Rate Prefer 0.02% 16,820 $400K New
BIIB Biogen Inc. 0.02% 1,854 $400K New
RQI Cohen & Steers Qual Inc. RLTY 0.02% 33,069 $399K New
ELV Elevance Health Inc. 0.02% 770 $399K New
XLI SS Industrial Select Sector 0.02% 3,155 $397K New
SUN Sunoco LP 0.02% 6,561 $396K Add +13.8%
LNT Alliant Energy Corp. 0.02% 7,795 $393K Add +75.2%
TDIV FT Nasdaq Tech DVD Index FD 0.02% 5,622 $392K Add +21.7%
ZH Zhihu Inc. 0.02% 570,005 $390K New
K Kellanova 0.02% 6,778 $388K New
CAG Conagra Brands Inc. 0.02% 13,100 $388K New
HSY The Hershey Co. 0.02% 1,992 $387K New
PEY Invesco High Yield Equity Di 0.02% 18,724 $387K New
ERTH Invesco MSCI Sustainable Fut 0.02% 9,111 $385K Add +7.8%
DWX State Street SPDR S&P Intern 0.02% 10,877 $382K Add +1.6%
TWLO Twilio Inc. Class A 0.02% 6,210 $380K New
KR Kroger Co. 0.02% 6,630 $379K New
MTB M & T Bank Corp. filed as M & T BK CORP 0.02% 2,596 $378K Add +37.5%
SHOP Shopify Inc. Class A 0.02% 4,890 $377K Add +83.5%
CCL Carnival Corp. 0.02% 23,026 $376K New
MRVL Marvell Technology Inc. 0.02% 5,305 $376K New
SHOPIFY INC (SHOPCN 0.125 11/01/25) 0.02% 395,000 $375K New
KEY Keycorp 0.02% 23,689 $375K New
SCHZ Schwab US Aggregate Bond ETF 0.02% 8,132 $374K New
GSBD Goldman Sachs BDC Inc. 0.02% 24,955 $374K New
SMB Vaneck Short Muni ETF 0.02% 21,918 $373K Add +6.5%
GHI Greystone Housing Impact Inv 0.02% 22,611 $368K Add +3.9%
NPCT Nuveen Core Plus Impact 0.02% 35,584 $368K New
BGRN iShares Usd Green Bond ETF 0.02% 7,836 $367K New
MRNA Moderna Inc. 0.02% 3,445 $367K New
PICK iShares MSCI Global Metals & 0.02% 8,792 $367K New
BSJP Invesco Bulletshares 2025 HY 0.02% 15,936 $366K New
OCSL Oaktree Specialty Lending Co. 0.02% 18,577 $365K New
DAL Delta Air Lines Inc. 0.02% 7,580 $363K New
PINS Pinterest Inc. Class A 0.02% 10,464 $363K New
PPLT Abrdn Physical Platinum SHRS 0.02% 4,340 $363K New
IMCB iShares Morningstar Mid-Cap 0.02% 4,976 $362K New
BMI Badger Meter Inc. 0.02% 2,237 $362K Add +8.1%
DEO Diageo PLC-Sponsored ADR 0.02% 2,433 $362K New
DTM DT Midstream Inc. 0.02% 5,922 $362K New
BLW BlackRock Ltd. Durat Inc. TR 0.02% 25,703 $361K New
GD General Dynamics Corp. 0.02% 1,268 $358K New
HGV Hilton Grand Vacations Inc. 0.02% 7,580 $358K New
IDNA iShares Gen-Immunology HLTH 0.02% 14,831 $357K New
BIDU Baidu Inc. - Spon ADR 0.02% 3,380 $356K New
MDY State Street SPDR S&P Midcap 0.02% 639 $355K New
VKTX Viking Therapeutics Inc. 0.02% 4,329 $355K New
LEGG MASON ETF INVT 0.02% 6,810 $355K New
SWK Stanley Black & Decker Inc. 0.02% 3,612 $354K New
DRIV Global X Autonomous&elec-ETF 0.02% 14,224 $351K Add +41.5%
XEADX Allspring Income Opport 0.02% 52,889 $351K New
CWT California Water Service Grp 0.02% 7,514 $349K Add +15.9%
RWO State Street SPDR Dow Jones 0.02% 8,150 $349K New
XEL Xcel Energy Inc. 0.02% 6,459 $347K Add +4.1%
PROSHARES SHORT S&P500 0.02% 29,204 $346K Add +50.8%
KIE SS SPDR S&P Insurance ETF 0.02% 6,649 $346K Add +39.2%
RH RH 0.02% 991 $345K Add +13.0%
PSA Public Storage 0.02% 1,189 $345K New
GTO Invesco Total Return Bond Et 0.02% 7,364 $345K New
MDYG SS SPDR S&P 400 MC GR ETF 0.02% 3,947 $344K New
IBHF iShares Ibond 2026 HY & Inc. 0.02% 14,882 $343K New
IGIB iShares 5-10Y Inv Grade Corp. 0.02% 6,636 $342K New
XEXGX Eaton Vance Tax-Managed Glob 0.02% 41,948 $342K New
PXD Pioneer Natural Resources Co. 0.02% 1,298 $341K Add +26.1%
TBIL F/M US Treasury 3 Month Bill 0.02% 6,801 $340K New
CTRA Coterra Energy Inc. 0.02% 12,172 $339K New
AMLP Alerian MLP ETF 0.02% 7,137 $339K New
IBHD iShares Ibonds 2024 H/Y Inc. 0.02% 14,520 $339K New
SCHP Schwab U.S. Tips ETF 0.02% 6,490 $339K New
OTIS Otis Worldwide Corp. 0.02% 3,404 $338K New
EWJ iShares MSCI Japan ETF 0.02% 4,734 $338K New
RFI Cohen & Steers Tot Ret RLTY 0.02% 28,264 $336K New
VCEL Vericel Corp. 0.02% 6,450 $336K New
BWA Borgwarner Inc. 0.02% 9,617 $334K Add +25.9%
DOV Dover Corp. 0.02% 1,877 $333K Add +6.0%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.02% 5,268 $332K New
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.02% 326 $332K Add +0.9%
KBR KBR Inc. 0.02% 5,207 $332K New
AI C3.AI Inc. Class A 0.02% 12,173 $330K New
A Agilent Technologies Inc. 0.02% 2,263 $329K Add +52.8%
LNC Lincoln National Corp. 0.02% 10,268 $328K New
RSPF Invesco S&P 500 Equal Weight 0.02% 5,093 $327K Add +13.3%
DES Wisdomtree US Smallcap Divid 0.02% 9,972 $326K Add +0.4%
CNI Canadian Natl Railway Co. 0.02% 2,470 $325K Add +49.0%
APD Air Products & Chemicals Inc. 0.02% 1,336 $324K Add +33.2%
UAL United Airlines Holdings Inc. 0.02% 6,732 $322K New
KIM Kimco Realty Corp. 0.02% 16,410 $322K New
STZ Constellation Brands Inc. Class A 0.02% 1,177 $320K New
PCN PIMCO Corporate & Income STR 0.02% 22,868 $319K New
TLRY Tilray Brands Inc. 0.02% 129,199 $319K New
RPV Invesco S&P 500 Pure Value E 0.02% 3,600 $318K New
ADI Analog Devices Inc. 0.02% 1,609 $318K Add +20.6%
SPHY SS SPDR P High Yield ETF 0.02% 13,541 $318K New
TBLL Invesco Short Term Treasury 0.02% 3,005 $317K New
RSPT Invesco S&P 500 Equal Weight 0.02% 8,954 $315K Reduce -16.6%
WY Weyerhaeuser Co. 0.02% 8,763 $315K Add +8.7%
PRIM Primoris Services Corp. 0.02% 7,388 $315K New
PNQI Invesco Nasdaq Internet ETF 0.02% 7,846 $313K Add +15.3%
RIO Rio Tinto PLC-Spon ADR 0.02% 4,895 $312K New
SPYG SS SPDR P S&P 500 Growth ETF 0.02% 4,204 $308K New
PIZ Invesco Dorsey Wright Develo 0.02% 8,921 $307K Reduce -69.0%
AOS Smith (a.o.) Corp. 0.02% 3,425 $306K New
ROKU Roku Inc. 0.02% 4,685 $305K New
SHV iShares 0-1 Year Treasury Bo 0.02% 2,759 $305K New
J Jacobs Solutions Inc. 0.02% 1,983 $305K New
JMUB JPMorgan Municipal ETF 0.02% 6,000 $304K New
GGN Gamco GLBL Gold NTRL Res Inc. 0.02% 78,859 $304K New
HNDL Nasdaq 7 Handl Index ETF filed as STRATEGY SHS 0.02% 14,250 $302K New
LNG Cheniere Energy Inc. 0.02% 1,867 $301K New
CIEN Ciena Corp. 0.02% 6,078 $301K New
PIE Invesco Dorsey Wright Emergi 0.02% 14,305 $298K Reduce -67.8%
OC Owens Corning 0.02% 1,781 $297K New
FPE FT-Preferred Secur & Inc. ETF 0.02% 17,090 $296K Add +6.6%
PHK PIMCO High Income Fund 0.02% 59,790 $295K New
HYD Vaneck High Yield Muni ETF 0.02% 5,651 $295K New
SLF Sun Life Financial Inc. 0.02% 5,403 $295K New
QMAR FT Vest Nasdaq-100 Buffer Et 0.02% 11,095 $294K New
IEX Idex Corp. 0.02% 1,203 $294K Add +22.6%
ARE Alexandria Real Estate Equit 0.02% 2,277 $294K Add +9.9%
IVR Invesco Mortgage Capital 0.02% 30,298 $293K New
PWR Quanta Services Inc. 0.02% 1,127 $293K New
YUMC Yum China Holdings Inc. 0.02% 7,330 $292K New
XAWFX Alliancebernstein GL Hi Inc. 0.02% 27,456 $292K New
SCHM Schwab US Mid Cap ETF 0.02% 3,576 $291K Reduce -24.9%
LULU Lululemon Athletica Inc. 0.02% 745 $291K Add +30.9%
PNR Pentair PLC 0.02% 3,401 $291K New
SFM Sprouts Farmers Market Inc. 0.02% 4,504 $290K Add +4.2%
AZN Astrazeneca PLC-Spons ADR 0.02% 4,271 $289K Add +32.5%
SUSL iShares ESG MSCI USA Leaders 0.02% 3,083 $289K New
BUI Blckrck Util Infra & PWR Opp filed as BLACKROCK UTILS INFRASTRUCTU 0.02% 13,404 $289K New
MPV Barings Participation Invest 0.02% 17,926 $289K New
VVR Invesco Senior Income Trust 0.02% 67,029 $287K New
EW Edwards Lifesciences Corp. 0.02% 2,999 $287K New
BEN Franklin Templeton Inc. 0.02% 10,184 $286K New
VEGN US Vegan Climate ETF 0.02% 6,083 $285K Add +17.0%
BOTZ Global X Robotics & Artifici 0.02% 8,954 $285K New
PPG PPG Industries Inc. 0.02% 1,959 $284K New
FANG Diamondback Energy Inc. 0.02% 1,428 $283K New
WAB Wabtec Corp. 0.02% 1,936 $282K New
IBHG iShares Ibonds 2027 HY Inc. 0.02% 12,658 $282K New
CME Cme Group Inc. 0.02% 1,306 $281K New
CALF PCR US SM CP CSH CWS ETF-Usd 0.02% 5,714 $281K New
LHX L3HARRIS Technologies Inc. 0.02% 1,318 $281K New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.02% 4,856 $280K New
MOH Molina Healthcare Inc. 0.02% 680 $279K New
NXTE Axs Green Alpha ETF 0.02% 8,422 $278K New
IVW iShares S&P 500 Growth ETF 0.02% 3,285 $277K New
AIQ Global X Art Intel & Tech 0.02% 8,157 $277K New
ULTA Ulta Beauty Inc. 0.02% 527 $276K Add +2.3%
SDG Ish MSCI Glob Sust Deve Goal 0.02% 3,500 $275K New
PEJ Invesco Leisure & Entertainm 0.02% 5,954 $275K New
ISTB iShares Core 1-5 Year Usd Bo 0.02% 5,780 $274K Reduce -47.6%
DDOG Datadog Inc. Class A 0.02% 2,212 $273K New
ATO Atmos Energy Corp. 0.02% 2,290 $272K New
VTRS Viatris Inc. 0.02% 22,767 $272K New
IGM iShares Expanded Tech Sector 0.02% 3,136 $270K Add +3.5%
IDV iShares International Select 0.02% 9,633 $270K Add +8.4%
WH Wyndham Hotels & Resorts Inc. 0.02% 3,512 $270K New
HTD John Hancock Tax Adv DVD Inc. filed as HANCOCK JOHN TAX-ADVANTAGED 0.02% 13,708 $269K New
ECAT BlackRock ESG Cap All TRM TR 0.02% 15,500 $269K New
TEVA Teva Pharmaceutical-SP ADR 0.02% 19,035 $269K New
AVDE Avantis International Equity 0.02% 4,193 $267K New
JEF Jefferies Financial Group Inc. 0.02% 6,035 $266K New
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.02% 2,434 $265K Add +29.0%
MP MP Materials Corp. 0.02% 18,538 $265K New
BIP Brookfield Infrastructure Pa 0.02% 8,478 $265K New
DGS Wisdomtree Em Small Cap 0.02% 5,198 $264K Reduce -0.2%
FXI iShares China Large-Cap ETF 0.02% 10,832 $261K New
EME Emcor Group Inc. 0.02% 744 $261K New
BDX Becton Dickinson and Co. 0.02% 1,053 $260K Add +21.2%
SHE SS SPDR MSCI U Gend Div ETF 0.02% 2,453 $260K Add +5.9%
KVUE Kenvue Inc. 0.02% 12,086 $259K New
MRO Marathon Oil Corp. 0.02% 9,151 $259K New
TPL Texas Pacific Land Corp. 0.02% 447 $259K New
ARCB Arcbest Corp. 0.02% 1,811 $258K No change
XAI OCTAGN FLT RAT & ALT INM 0.02% 36,370 $258K New
SHYG iShares 0-5 YR HY Corp. Bond 0.02% 6,016 $256K Add +8.6%
VTEB Vanguard Tax-Exempt Bond ETF 0.02% 5,056 $256K Add +2.3%
WU Western Union Co. 0.02% 18,285 $256K New
IYH iShares U.S. Healthcare ETF 0.02% 4,119 $255K New
NMCO Nuveen Municipal Credit Opp 0.02% 24,100 $255K New
VXUS Vanguard Total Intl Stock 0.02% 4,215 $254K New
ONEQ Fidelity Nasdaq Comp Indx 0.02% 3,934 $253K New
FDS Factset Research Systems Inc. 0.02% 557 $253K New
ETR Entergy Corp. 0.02% 2,390 $253K New
DHF BNYM High Yield Strategies filed as BNY MELLON HIGH YIELD STRATE 0.02% 103,588 $251K New
OGE Oge Energy Corp. 0.02% 7,297 $250K New
MORT Vaneck Mortgage REIT Income 0.02% 21,285 $249K New
IHDG Wisdomtree International Hed 0.01% 5,408 $248K Reduce -8.6%
ARKW ARK Next Generation Technolo 0.01% 2,982 $248K New
EWT iShares MSCI Taiwan ETF 0.01% 5,100 $248K New
SEDG Solaredge Technologies Inc. 0.01% 3,491 $248K Reduce -25.8%
ALB Albemarle Corp. 0.01% 1,871 $246K Add +8.8%
MIDD Middleby Corp. 0.01% 1,531 $246K New
CODI Compass Diversified Holdings 0.01% 10,202 $246K Reduce -11.7%
KRE SS SPDR S&P Regional Bank 0.01% 4,863 $245K New
TTE Totalenergies SE -Spon ADR 0.01% 3,526 $243K New
SPGP Invesco S&P 500 Garp ETF 0.01% 2,269 $242K Reduce -58.1%
HIG Hartford Insurance Group Inc. 0.01% 2,343 $241K New
IWP iShares Russell Mid-Cap Grow 0.01% 2,103 $240K Add +6.5%
XLRE SS Real Estate Select Sector 0.01% 6,064 $240K Add +11.3%
AVUV Avantis US Small Cap Value 0.01% 2,557 $240K New
COF Capital One Financial Corp. 0.01% 1,606 $239K New
XCHYX Calamos Convert & High Inc. 0.01% 20,216 $239K New
FIS Fidelity National Info Serv 0.01% 3,218 $239K New
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 0.01% 2,854 $238K New
NHS Neuberger High Yield Strateg 0.01% 29,454 $237K New
ZS Zscaler Inc. 0.01% 1,229 $237K New
FENI Fidelity Enhanced Intl ETF 0.01% 8,256 $236K New
IXN iShares Global Tech ETF 0.01% 3,144 $235K New
ZTS Zoetis Inc. 0.01% 1,380 $233K New
IVT Inventrust Properties Corp. 0.01% 9,072 $233K New
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.01% 1,850 $233K New
HTUS Hull Tactical US ETF 0.01% 5,827 $233K New
NIO Nio Inc. - ADR 0.01% 51,448 $232K New
XLB SS Materials Select Sector 0.01% 2,489 $231K New
MDGL Madrigal Pharmaceuticals Inc. 0.01% 858 $229K New
THO Thor Industries Inc. 0.01% 1,951 $229K Add +14.8%
BGS B&G Foods Inc. 0.01% 20,005 $229K New
ZG Zillow Group Inc. Class A 0.01% 4,780 $229K Add +5.0%
DHY UBS Asset Management High Yi filed as CREDIT SUISSE HIGH YIELD BD 0.01% 112,622 $227K New
MOD Modine Manufacturing Co. 0.01% 2,383 $227K New
TDAY USA Today Co. Inc. filed as GANNETT CO INC 0.01% 92,773 $226K New
HRB H&R Block Inc. filed as BLOCK H & R INC 0.01% 4,604 $226K New
ARKG ARK Genomic Revolution ETF 0.01% 7,843 $226K New
DIV Global X Superdividend Use 0.01% 12,965 $225K New
DFS Discover Financial Services 0.01% 1,718 $225K New
PSCT Invesco S&P Smallcap Informa 0.01% 4,838 $225K Reduce -12.6%
NXPI NXP Semiconductors NV 0.01% 906 $224K New
SIL Global X Silver Miners ETF 0.01% 8,108 $223K Add +10.2%
FTHY First Trust Hi YLD Opp 2027 0.01% 15,208 $221K New
SJB Proshares Short High Yield 0.01% 12,925 $221K New
AIG American International Group 0.01% 2,819 $220K New
MGM MGM Resorts International 0.01% 4,655 $220K New
COIN Coinbase Global Inc. Class A 0.01% 828 $220K New
PKB Invesco Building & Construct 0.01% 2,929 $219K New
MBLY Mobileye Global Inc. Class A 0.01% 6,804 $219K Reduce -1.6%
SPSM SS SPDR P S&P 600 Small Cap 0.01% 5,060 $218K New
SPMD SS SPDR P S&P 400 Midcap ETF 0.01% 4,075 $217K New
TPR Tapestry Inc. 0.01% 4,573 $217K New
JBL Jabil Inc. 0.01% 1,616 $216K New
BUD Anheuser-Busch Inbev-SPN ADR 0.01% 3,559 $216K New
DBC Invesco DB Commodity Index T 0.01% 9,381 $215K New
DGRW Wisdomtree U.S. Quality Divi 0.01% 2,821 $215K New
ARRY Array Technologies Inc. 0.01% 14,361 $214K New
TYG Tortoise Energy Infrastruct 0.01% 6,916 $214K New
CAH Cardinal Health Inc. 0.01% 1,910 $214K New
VTIP Vanguard Short-Term Tips 0.01% 4,463 $214K Add +2.5%
FCG First Trust Natural Gas ETF 0.01% 7,783 $214K New
IRT Independence Realty Trust Inc. 0.01% 13,200 $213K New
KRBN KS Global Carbon Stratgy ETF 0.01% 6,906 $212K Reduce -18.9%
GEN Gen Digital Inc. 0.01% 9,477 $212K New
SCHB Schwab US Broad Market ETF 0.01% 3,477 $212K New
QDEC FT Vest Nasdaq-100 Buffer Et 0.01% 8,530 $212K New
QSPT FT Vest Nasdaq-100 Buffer Et 0.01% 8,488 $212K New
IFLN Invesco Bloomberg Enhanced F 0.01% 11,682 $212K New
FLG New York Community Bancorp 0.01% 65,690 $212K New
SCHA Schwab US Small-Cap ETF 0.01% 4,293 $211K New
CWB SS SPDR BB Conv Sec ETF 0.01% 2,881 $210K New
WYNN WYNN Resorts Ltd. 0.01% 2,054 $210K New
ODFL Old Dominion Freight Line 0.01% 956 $210K New
APLE Apple Hospitality REIT Inc. 0.01% 12,775 $209K New
PBT Permian Basin Royalty Trust 0.01% 17,266 $209K New
JPLD JPMorgan Ltd. Duration ETF 0.01% 4,101 $209K New
EFT Eaton Vance Fltng RT Inc. TR 0.01% 15,694 $209K New
CHI Calamos Convert Opport & Inc. 0.01% 18,401 $209K New
QUAD Quad Graphics Inc. 0.01% 39,153 $208K New
NULG Nuveen ESG LRG-Cap GRW ETF 0.01% 2,724 $208K New
PGX Invesco Preferred ETF 0.01% 17,460 $207K New
TR Tootsie Roll Inds 0.01% 6,468 $207K New
FGD First Trust DJ GL Sel DVD 0.01% 9,098 $207K New
HYS PIMCO 0-5 Year H/Y Corp. Bond 0.01% 2,215 $207K New
HPE Hewlett Packard Enterprise 0.01% 11,661 $207K New
BCE Bce Inc. 0.01% 6,085 $207K New
MUJ BlackRock Munihold NJ QLTY 0.01% 17,773 $207K New
RLTY Cohen & Steers RL Est Opprt 0.01% 13,975 $206K New
OWNS CCM Affordable Hous MBS ETF 0.01% 12,176 $206K New
AQST Aquestive Therapeutics Inc. 0.01% 48,000 $204K New
QJUN FT Vest Nasdaq-100 Buffer Et 0.01% 8,013 $204K New
LH Laboratory CRP of Amer Hldgs 0.01% 927 $203K New
TECB iShares US Tech Breakthrough 0.01% 4,227 $202K New
EVRG Evergy Inc. 0.01% 3,788 $202K New
BILS SS Spdrb B 3-12M T-Bill ETF 0.01% 2,033 $202K Add +0.4%
TRP TC Energy Corp. 0.01% 5,016 $202K New
CSWC Capital Southwest Corp. 0.01% 8,078 $202K New
ORA Ormat Technologies Inc. 0.01% 3,045 $202K New
LAMR Lamar Advertising Co. Class A 0.01% 1,685 $201K New
XEVVX Eaton Vance Ltd. Durat Inc. 0.01% 20,607 $201K New
BLDR Builders Firstsource Inc. 0.01% 962 $201K New
ZIM Zim Integrated Shipping Serv 0.01% 19,789 $200K Reduce -20.9%
L Loews Corp. 0.01% 2,556 $200K New
RIVN Rivian Automotive Inc. Class A 0.01% 17,952 $197K Add +47.2%
NCZ Virtus Convertible & Inc. FD 0.01% 64,528 $193K New
SNAP Snap Inc. Class A 0.01% 16,776 $193K New
PDBC Invesco Optimum Yield Divers 0.01% 13,575 $188K Reduce -87.3%
NOK Nokia Corp.-Spon ADR 0.01% 52,894 $187K New
BTG B2GOLD Corp. 0.01% 70,655 $184K Add +242.6%
XENWX Eaton Vance New York Municip 0.01% 18,678 $181K New
MCI Barings Corporate Investors 0.01% 10,474 $180K New
PFL PIMCO Income Strategy Fund 0.01% 20,675 $175K New
CHWY Chewy Inc. Class A 0.01% 10,773 $171K New
PKST Peakstone Realty Trust 0.01% 10,506 $169K New
HLN Haleon PLC-ADR 0.01% 19,841 $168K New
NWL Newell Brands Inc. 0.01% 20,828 $167K New
SAND Sandstorm Gold Ltd. 0.01% 31,789 $167K Add +102.5%
HOUS Anywhere Real Estate Inc. 0.01% 27,000 $167K New
CKX CKX Lands Inc. filed as CKX LDS INC 0.01% 12,630 $167K New
VNM Vaneck Vietnam ETF 0.01% 11,804 $164K New
RMMZ Rvrnrth MGD Dur Muni Inc. II filed as RIVERNORTH MANAGED DUR MUN I 0.01% 10,000 $161K New
GNL Global Net Lease Inc. 0.01% 20,709 $161K New
NMT Nuveen Ma QLTY Muni Inc. 0.01% 14,636 $160K New
PGF Invesco Financial Preferred 0.01% 10,475 $160K New
TRIN Trinity Capital Inc. 0.01% 10,786 $158K New
AMBP Ardagh Metal Packaging SA 0.01% 45,999 $158K New
BEEM Beam Global 0.01% 23,051 $157K Add +97.0%
CLMT Calumet Specialty Products 0.01% 10,411 $155K New
KIO KKR Income Opportunities 0.01% 11,356 $154K New
HIX Western Asset High Inc. II 0.01% 34,341 $154K New
LIND Lindblad Expeditions Holding 0.01% 16,300 $152K New
XTEAX Tortoise Sust&social Imp Ter filed as ECOFIN SUSTAINABLE AND SOCIA 0.01% 12,624 $149K New
LUMINAR TECHNOLOGIES INC 0.01% 71,894 $142K New
USA Liberty All Star Equity Fund 0.01% 19,491 $139K New
RIET Hoya Capital Hi DVD YLD ETF 0.01% 13,250 $138K New
KGC Kinross Gold Corp. 0.01% 20,454 $125K Add +13.6%
HUDSON PAC PPTYS INC 0.01% 18,785 $121K New
BHR Braemar Hotels & Resorts Inc. 0.01% 59,986 $120K Add +351.8%
IMMP Immutep Ltd.-SP ADR 0.01% 51,000 $119K New
SIRI Sirius XM Holdings Inc. 0.01% 29,927 $116K New
CHIMERA INVT CORP 0.01% 24,738 $114K Add +134.1%
KNOW LABS INC 0.01% 179,977 $113K New
CION Cion Investment Corp. 0.01% 10,123 $111K New
ECOR Electrocore Inc. 0.01% 18,000 $111K New
BTX BlackRock Tech & Priv Eqty 0.01% 13,439 $109K New
BBDC Barings BDC Inc. 0.01% 11,691 $109K New
AUPH Aurinia Pharmaceuticals Inc. 0.01% 20,850 $104K Reduce -54.1%
MREO Mereo Biopharma Group PL-ADR 0.01% 31,200 $103K Add +4.0%
QS Quantumscape Corp. 0.01% 16,227 $102K New
PBI Pitney Bowes Inc. 0.01% 22,946 $99K New
AYRO INC 0.01% 59,482 $99K New
BWG Brandywineglobal Global Inco 0.01% 11,601 $98K New
NUV Nuveen Municipal Value 0.01% 11,266 $98K New
VOD Vodafone Group PLC-SP ADR 0.01% 10,926 $97K New
GUT Gabelli Utility Trust 0.01% 17,374 $96K New
WGS Genedx Holdings Corp. 0.01% 10,424 $95K New
GBR New Concept Energy Inc. 0.01% 90,200 $95K New
PROSHARES SHORT QQQ 0.01% 10,612 $93K Reduce -47.1%
TRX TRX Gold Corp. 0.01% 228,588 $89K Add +1103.1%
BGC BGC Group Inc. Class A 0.01% 11,156 $87K New
FT Franklin Universal Trust 0.01% 12,841 $85K New
PHX PHX Minerals Inc. 0.01% 24,151 $82K New
OCCI Ofs Credit Company Inc. 0.01% 11,479 $82K New
JMIA Jumia Technologies AG-ADR 0.00% 15,000 $77K New
OXFORD LANE CAP CORP 0.00% 15,112 $77K New
LU Lufax Holding Ltd.-ADR 0.00% 18,000 $76K New
ABCL Abcellera Biologics Inc. 0.00% 16,600 $75K New
STEX Streamex Corp. filed as BIOSIG TECHNOLOGIES INC 0.00% 106,146 $70K Add +573.5%
EYENOVIA INC 0.00% 70,000 $69K New
ACHR Archer Aviation Inc. Class A 0.00% 14,429 $67K New
TELL Tellurian Inc. 0.00% 96,305 $64K Add +28.4%
ENVIROTECH VEHICLES INC 0.00% 23,500 $63K New
VATE Innovate Corp. 0.00% 90,000 $63K New
NCV Virtus Convertible & Income 0.00% 18,566 $62K New
NOTE Fiscalnote Holdings Inc. 0.00% 46,000 $61K New
CRDF Cardiff Oncology Inc. 0.00% 10,001 $53K New
BLNK Blink Charging Co. 0.00% 17,507 $53K New
EVGO Evgo Inc. 0.00% 20,976 $53K Add +94.2%
XAWPX Abrdn Global Premier Propert 0.00% 13,272 $53K New
SLDP Solid Power Inc. 0.00% 25,200 $51K New
ABUS Arbutus Biopharma Corp. 0.00% 19,200 $50K New
CHPT Chargepoint Holdings Inc. 0.00% 25,805 $49K New
LCID Lucid Group Inc. 0.00% 16,530 $47K New
RKLB Rocket Lab USA Inc. 0.00% 10,950 $45K Add +6.3%
IHRT Iheartmedia Inc. Class A 0.00% 21,500 $45K New
TTI Tetra Technologies Inc. 0.00% 10,000 $44K New
LUMN Lumen Technologies Inc. 0.00% 27,637 $43K New
ATOS Atossa Therapeutics Inc. 0.00% 23,650 $43K New
FSM Fortuna Silver Mines Inc. 0.00% 11,079 $41K Reduce -47.2%
SVM Silvercorp Metals Inc. 0.00% 12,202 $40K New
FCEL Fuelcell Energy Inc. 0.00% 33,369 $40K New
VXRT Vaxart Inc. 0.00% 29,450 $38K New
PRTH Priority Technology Holdings 0.00% 11,209 $37K New
FBIO Fortress Biotech Inc. 0.00% 16,291 $33K New
XLO Xilio Therapeutics Inc. 0.00% 30,000 $32K New
GRAB Grab Holdings Ltd. Class A 0.00% 10,000 $31K New
LCTX Lineage Cell Therapeutics Inc. 0.00% 21,202 $31K Add +5.0%
LYG Lloyds Banking Group PLC-ADR 0.00% 11,294 $29K New
WRAP Wrap Technologies Inc. 0.00% 12,530 $28K New
FUBO Fubotv Inc. 0.00% 17,120 $27K New
MCRB Seres Therapeutics Inc. 0.00% 31,443 $24K Add +173.4%
NIKOLA CORP 0.00% 23,064 $24K New
BWEN Broadwind Inc. 0.00% 10,010 $24K New
ENZB Enzo Biochem Inc. 0.00% 18,662 $24K New
BZUN Baozun Inc.-SPN ADR 0.00% 10,200 $23K New
ASHFORD HOSPITALITY TR INC 0.00% 16,925 $23K New
PLUR Pluri Inc. 0.00% 27,996 $23K New
DDL Dingdong Cayman Ltd. -SPN ADR 0.00% 18,000 $22K New
GROY Gold Royalty Corp. 0.00% 11,278 $21K New
AMARIN CORP PLC 0.00% 20,500 $18K New
GSAT Globalstar Inc. 0.00% 12,000 $18K New
SPCE Virgin Galactic Holdings Inc. 0.00% 11,557 $17K New
GLDG Goldmining Inc. 0.00% 16,500 $14K New
ALLOVIR INC 0.00% 19,000 $14K Reduce -2.6%
23ANDME HOLDING CO 0.00% 24,637 $13K New
OTLY Oatly Group AB 0.00% 10,765 $12K New
LODE Comstock Inc. 0.00% 31,348 $11K Add +16.1%
ONCY Oncolytics Biotech Inc. 0.00% 10,500 $11K New
LICYQ Li-Cycle Holdings Corp. 0.00% 10,418 $11K New
EOSE Eos Energy Enterprises Inc. 0.00% 10,000 $10K No change
BENSON HILL INC 0.00% 48,150 $10K Add +11.6%
VENUS CONCEPT INC 0.00% 11,001 $8K New
AMLIF American Lithium Corp. 0.00% 10,800 $7K New
NAK Northern Dynasty Minerals 0.00% 20,000 $6K New
WKHS Workhorse Group Inc. 0.00% 17,508 $4K New
USAS Americas Gold and Silver Cor 0.00% 10,771 $2K New
Other holdings (5): bonds, preferreds, convertibles and warrants · $1.2M (not counted above)
SecurityClassShares / PrincipalValueChange
UGI CORP (UGI 7.25 06/01/24) UNIT 06/01/2024 8,300$483KNew
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 293$350KNew
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 275$335KNew
PSQH.WS Colombier Acq Class A -CW28 *W EXP 07/19/202 18,359$12KNew
NSTB.WS Northern Star Inv Class A -CW28 *W EXP 01/31/202 20,000$0New

Total filed on the 13F, all lines: $1.7B.

Portfolio Sells Q4 2023 → Q1 2024

BIL SS SPDR BB 1-3M T-Bill ETF Reduce -18.2% 0.37% −1.02
GOVT iShares US Treasury Bond ETF Reduce -33.8% 0.20% −0.73
IHI iShares U.S. Medical Devices Reduce -46.0% 0.11% −0.45
IGV iShares Expanded Tech-Softwa Reduce -73.9% 0.04% −0.38
IFV First Trust DW Focus 5 Intl Reduce -70.2% 0.03% −0.30
VGSH Vanguard Short-Term Treasury Reduce -17.1% 0.10% −0.26
PDBC Invesco Optimum Yield Divers Reduce -87.3% 0.01% −0.25
WMS Advanced Drainage Systems Inc. Reduce -15.1% 0.09% −0.17
APO Apollo Global Management Inc. Reduce -8.4% 0.09% −0.17
PIZ Invesco Dorsey Wright Develo Reduce -69.0% 0.02% −0.15
PIE Invesco Dorsey Wright Emergi Reduce -67.8% 0.02% −0.14
POR Portland General Electric Co. Sold out 0.00% −0.14
IEI iShares 3-7 Year Treasury Bo Reduce -36.5% 0.03% −0.13
ARDX Ardelyx Inc. Reduce -17.9% 0.06% −0.13
SCHR Schwab Intermediate-Term US Sold out 0.00% −0.13
IUSG iShares Core S&P U.S. Growth Reduce -10.6% 0.05% −0.11
MUB iShares National Muni Bond E Reduce -2.2% 0.05% −0.11
KMI Kinder Morgan Inc. Reduce -9.0% 0.05% −0.10
VTR Ventas Inc. Reduce -13.7% 0.03% −0.09
S Sentinelone Inc. Class A Reduce -1.8% 0.03% −0.09
SPGP Invesco S&P 500 Garp ETF Reduce -58.1% 0.01% −0.08
FRT Federal Realty Invs Trust Reduce -3.9% 0.04% −0.08
ISTB iShares Core 1-5 Year Usd Bo Reduce -47.6% 0.02% −0.08
CMI Cummins Inc. Reduce -31.2% 0.03% −0.07
AZO AutoZone Inc. Sold out 0.00% −0.07
TRI Thomson Reuters Corp. Reduce -8.8% 0.03% −0.07
AUPH Aurinia Pharmaceuticals Inc. Reduce -54.1% 0.01% −0.07
USB US Bancorp Reduce -21.0% 0.02% −0.07
IEF iShares 7-10 Year Treasury B Reduce -1.5% 0.03% −0.07
SEDG Solaredge Technologies Inc. Reduce -25.8% 0.01% −0.07
DG Dollar General Corp. Reduce -8.5% 0.03% −0.06
DIVO Amplify CWP Enhan Divid ETF Reduce -5.0% 0.03% −0.06
SBLK Star Bulk Carriers Corp. Sold out 0.00% −0.06
AMRC Ameresco Inc. Class A Sold out 0.00% −0.05
CG The Carlyle Group Inc. Reduce -0.5% 0.03% −0.05
SCHM Schwab US Mid Cap ETF Reduce -24.9% 0.02% −0.05
GSG iShares S&P Gsci Commodity I Reduce -0.7% 0.03% −0.05
RSPT Invesco S&P 500 Equal Weight Reduce -16.6% 0.02% −0.05
KRBN KS Global Carbon Stratgy ETF Reduce -18.9% 0.01% −0.04
MBLY Mobileye Global Inc. Class A Reduce -1.6% 0.01% −0.04
B Barrick Gold Corp. Sold out 0.00% −0.04
CMF iShares California Muni Bond Sold out 0.00% −0.04
HWM Howmet Aerospace Inc. Sold out 0.00% −0.04
EQT Eqt Corp. Sold out 0.00% −0.04
RDUS Radius Recycling Inc. Class A Sold out 0.00% −0.04
SUSB iShares ESG Aware 1-5 Year U Sold out 0.00% −0.04
OGN Organon & Co. Sold out 0.00% −0.04
PSCT Invesco S&P Smallcap Informa Reduce -12.6% 0.01% −0.04
ZIM Zim Integrated Shipping Serv Reduce -20.9% 0.01% −0.03
CODI Compass Diversified Holdings Reduce -11.7% 0.01% −0.03

Portfolio Buys Q4 2023 → Q1 2024

PDI PIMCO Dynamic Income Fund New 1.05% +1.05
BIV Vanguard Intermediate-Term B Add +7142.6% 1.09% +1.04
IWF iShares Russell 1000 Growth Add +1713.3% 0.83% +0.70
PTY PIMCO Corporate & Income Opp New 0.64% +0.64
CEF Sprott Physical Gold and Sil New 0.59% +0.59
GSEW Goldman Sachs Eql WGHT Large New 0.50% +0.50
INVESTMENT MANAGERS SER TR I New 0.49% +0.49
JNJ Johnson & Johnson Add +431.2% 1.05% +0.45
VHT Vanguard Health Care ETF Add +968.4% 0.60% +0.44
INTG Intergroup Corp. New 0.44% +0.44
INTC Intel Corp. Add +956.9% 0.60% +0.40
XLG Invesco S&P 500 Top 50 ETF New 0.40% +0.40
VDC Vanguard Consumer Staple ETF New 0.39% +0.39
RDVY First Trust Rising Dividend New 0.39% +0.39
VWO Vanguard Ftse Emerging Marke New 0.36% +0.36
XOM Exxon Mobil Corp. Add +320.8% 0.94% +0.35
VTV Vanguard Mrngstr Val ETF-Aui Add +532.0% 0.60% +0.33
EMNT PIMCO Enhcd St M-Active ESG New 0.33% +0.33
GRNB Vaneck Green Bond ETF New 0.32% +0.32
VZ Verizon Communications Inc. Add +408.4% 0.70% +0.32
VGSR Vert GLB Sust Re ETF New 0.32% +0.32
IWY iShares Russell Top 200 Grow New 0.31% +0.31
LLY Eli Lilly & Co. Add +409.5% 0.56% +0.31
BRK.A Berkshire Hathaway Inc. Class A New 0.31% +0.31
SMCI Super Micro Computer Inc. New 0.31% +0.31
SCHX Schwab US Large-Cap ETF New 0.29% +0.29
NVDA Nvidia Corp. Add +88.3% 2.62% +0.28
BSV Vanguard Short-Term Bond ETF Add +1606.3% 0.32% +0.26
VUG Vanguard Mrngstar GR ETF-Sui Add +313.6% 0.72% +0.24
PHYS Sprott Physical Gold Trust New 0.23% +0.23
VMBS Vanguard Mortgage-Backed Sec New 0.22% +0.22
PEP Pepsico Inc. Add +376.6% 0.58% +0.22
ARM Arm Holdings PLC-ADR New 0.21% +0.21
BUFR FT Vest Lad Buffervetf-Usd I New 0.21% +0.21
FPF First TR Interm Dur & Inc. New 0.21% +0.21
EPD Enterprise Products Partners New 0.19% +0.19
NUDM Nuveen ESG Intl Devel MRK Eq New 0.19% +0.19
SCHG Schwab US Large-Cap Growth New 0.19% +0.19
SCHV Schwab US Large-Cap Value New 0.19% +0.19
DLY Doubleline Yield Opport New 0.18% +0.18
DMO Western Asset Mort Def Opp New 0.18% +0.18
MGK Vngrd Mrgstr MG CP GR ETF-Ui New 0.18% +0.18
PDO PIMCO Dynamic Income Opport New 0.17% +0.17
GSY Invesco Ultra Short Duration New 0.17% +0.17
PFN PIMCO Income Strategy FD II New 0.17% +0.17
ABR Arbor Realty Trust Inc. New 0.17% +0.17
XLK SS Technology Select Sector Add +370.0% 0.40% +0.16
SCHD Schwab US DVD Equity ETF Add +573.0% 0.27% +0.15
RWL Invesco S&P 500 Revenue ETF New 0.15% +0.15
IJH iShares Core S&P Midcap ETF Add +767.3% 0.22% +0.15

Notes & Other Activity Q4 2023 → Q1 2024

UGI CORP (UGI 7.25 06/01/24) UNIT 06/01/2024 New 8,300 $483K
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L New 293 $350K
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A New 275 $335K
PSQH.WS Colombier Acq Class A -CW28 *W EXP 07/19/202 New 18,359 $12K
NSTB.WS Northern Star Inv Class A -CW28 *W EXP 01/31/202 New 20,000 $0

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

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,290$2.6BAAPL, NVDA, TSLA, MSFT, AMZN
Q1 2026 1,186$2.1BAAPL, NVDA, TSLA, MSFT, JPST
Q4 2025 1,146$2.1BAAPL, NVDA, MSFT, TSLA, JPST
Q3 2025 1,108$1.9BAAPL, NVDA, MSFT, TSLA, AMZN
Q2 2025 1,043$1.7BAAPL, MSFT, NVDA, TSLA, META
Q1 2025 1,014$1.6BAAPL, MSFT, NVDA, TSLA, AMZN
Q4 2024 1,024$1.6BAAPL, TSLA, MSFT, NVDA, AMZN
Q3 2024 1,015$1.5BAAPL, MSFT, NVDA, TSLA, AMZN
Q2 2024 939$1.4BAAPL, NVDA, MSFT, AMZN, TSLA
Q1 2024 1,037$1.7BAAPL, MSFT, NVDA, AMZN, TSLA