| IYW iShares Ustechnology ETF | 13.52% | 4,336,753 | $691.8M | Reduce -4.1% |
| XLF SS Financial Select Sector | 8.36% | 8,851,109 | $427.8M | Add +2.1% |
| VGT Vanguard Info Tech ETF | 6.77% | 557,134 | $346.4M | Add +9.3% |
| XLY SS Consumer Disc Select Sect | 6.57% | 1,498,423 | $336.2M | Add +0.9% |
| XLK SS Technology Select Sector | 6.16% | 1,356,251 | $315.4M | Add +12.1% |
| VOX Vanguard Communication Servi | 5.50% | 1,817,144 | $281.6M | Add +3.8% |
| VHT Vanguard Health Care ETF | 4.98% | 1,004,136 | $254.7M | Reduce -5.9% |
| VIS Vanguard Industrials ETF | 4.37% | 878,297 | $223.4M | Add +0.1% |
| XLV SS Health Care Select Sector | 3.09% | 1,147,714 | $157.9M | Add +9.8% |
| XLC SS Comm Select Sector SPDR | 2.84% | 1,502,984 | $145.5M | Add +2.0% |
| VFH Vanguard Financials ETF | 2.73% | 1,184,343 | $139.8M | Add +5.5% |
| XLI SS Industrial Select Sector | 2.57% | 998,985 | $131.6M | Add +0.8% |
| IXN iShares Global Tech ETF | 2.31% | 1,394,312 | $118.2M | Reduce -2.0% |
| VCR Vanguard Consumer Discre ETF | 2.20% | 299,377 | $112.4M | Add +10.2% |
| IYK iShares US Consumer Staples | 1.89% | 1,472,907 | $96.6M | Add +0.1% |
| XLP SS Consumer Staples Sel Sect | 1.58% | 1,029,931 | $81.0M | Reduce -2.5% |
| IYC iShares US Consumer Discreti | 1.57% | 833,422 | $80.1M | Reduce -4.7% |
| VDC Vanguard Consumer Staple ETF | 1.56% | 376,649 | $79.6M | Add +26.2% |
| IYE iShares U.S. Energy ETF | 1.29% | 1,453,605 | $66.2M | Add +2.2% |
| IYF iShares US Financials ETF | 1.10% | 510,571 | $56.5M | Add +6.0% |
| IYH iShares U.S. Healthcare ETF | 1.10% | 967,333 | $56.4M | Add +9.8% |
| VDE Vanguard Energy ETF | 0.88% | 369,936 | $44.9M | Add +19.9% |
| IDU iShares US Utilities ETF | 0.86% | 458,665 | $44.1M | Add +0.4% |
| XLE SS Energy Select Sector | 0.77% | 459,781 | $39.4M | Reduce -22.4% |
| IYM iShares U.S. Basic Materials | 0.76% | 298,613 | $38.8M | Add +2.6% |
| IYR iShares US Real Estate ETF | 0.72% | 396,551 | $36.9M | Add +1.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.65% | 440,351 | $33.3M | Add +3.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.64% | 64,201 | $32.8M | Add +1.7% |
| IYJ iShares U.S. Industrials ETF | 0.61% | 234,582 | $31.3M | Add +13.3% |
| XLB SS Materials Select Sector | 0.55% | 336,882 | $28.3M | Reduce -14.8% |
| AAPL Apple Inc. | 0.51% | 103,336 | $25.9M | Add +0.8% |
| VPU Vanguard Utilities ETF | 0.50% | 157,189 | $25.7M | Add +12.4% |
| VAW Vanguard Materials ETF | 0.48% | 132,052 | $24.8M | Add +18.9% |
| XLRE SS Real Estate Select Sector | 0.48% | 607,810 | $24.7M | Reduce -1.3% |
| RSPT Invesco S&P 500 Equal Weight | 0.45% | 613,614 | $23.0M | Reduce -17.1% |
| AAXJ iShares MSCI All Country Asi | 0.43% | 301,863 | $21.8M | Reduce -0.5% |
| IXP iShares Global Comm Services | 0.42% | 222,050 | $21.5M | Reduce -2.5% |
| VNQ Vanguard Real Estate ETF | 0.42% | 239,556 | $21.3M | Add +24.0% |
| FEZ State Street SPDR Euro Stoxx | 0.40% | 429,415 | $20.7M | Reduce -0.5% |
| USRT iShares Core US REIT ETF | 0.36% | 319,942 | $18.3M | Reduce -4.9% |
| FXH First Trust Health Care Alph | 0.35% | 172,947 | $18.0M | Reduce -3.0% |
| EZU iShares MSCI Eurozone ETF | 0.35% | 377,337 | $17.8M | Reduce -4.2% |
| EWJ iShares MSCI Japan ETF | 0.31% | 236,201 | $15.8M | Reduce -1.3% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.23% | 165,287 | $11.8M | Add +2.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 37,245 | $10.8M | Add +1.6% |
| IYG iShares U.S. Financial Servi | 0.21% | 136,462 | $10.6M | Add +14.3% |
| MSFT Microsoft Corp. | 0.17% | 21,248 | $9.0M | Add +7.6% |
| IXJ iShares Global Healthcare Et | 0.17% | 99,616 | $8.6M | New |
| FXU First Trust Utilities Alphad | 0.16% | 221,250 | $8.4M | Reduce -5.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.15% | 12,858 | $7.5M | Add +7.2% |
| RXI iShares Global Consumer Disc | 0.14% | 37,823 | $7.0M | Reduce -9.4% |
| EXI iShares Global Industrials E | 0.13% | 47,829 | $6.8M | Add +23.1% |
| FLGB Franklin Ftse United Kingdom | 0.12% | 238,551 | $6.2M | Add +13.8% |
| AMZN Amazon.com Inc. | 0.12% | 28,034 | $6.2M | Add +0.6% |
| FLSW Franklin Ftse Switzerland | 0.12% | 190,397 | $6.1M | Add +7.8% |
| EWU iShares MSCI United Kingdom | 0.11% | 170,409 | $5.8M | Reduce -7.7% |
| BBCA JPMorgan Betabuilders Canada | 0.11% | 76,869 | $5.4M | Add +4.2% |
| VOO Vanguard S&P 500 ETF | 0.11% | 9,998 | $5.4M | Add +15.5% |
| IXC iShares Global Energy ETF | 0.10% | 139,262 | $5.3M | Add +104.5% |
| BBJP JPMorgan Betabuilders Japan | 0.10% | 96,351 | $5.3M | Add +8.1% |
| EWC iShares MSCI Canada ETF | 0.10% | 128,925 | $5.2M | Reduce -6.7% |
| NVDA Nvidia Corp. | 0.09% | 33,218 | $4.5M | Reduce -2.3% |
| IVV iShares Core S&P 500 ETF | 0.08% | 7,336 | $4.3M | Add +40.3% |
| CRM Salesforce Inc. | 0.08% | 12,136 | $4.1M | Reduce -0.6% |
| RSPF Invesco S&P 500 Equal Weight | 0.08% | 54,344 | $3.9M | Reduce -1.9% |
| RSPH Invesco S&P 500 Equal Weight | 0.08% | 134,183 | $3.9M | Reduce -1.3% |
| LLY Eli Lilly & Co. | 0.08% | 5,062 | $3.9M | Reduce -27.0% |
| EWA iShares MSCI Australia ETF | 0.07% | 150,452 | $3.6M | Reduce -6.5% |
| COST Costco Wholesale Corp. | 0.06% | 3,455 | $3.2M | Reduce -33.8% |
| EWL iShares MSCI Switzerland ETF | 0.06% | 67,309 | $3.1M | Reduce -16.1% |
| FLAX Franklin Ftse Asia Ex Japan | 0.06% | 135,425 | $3.1M | Reduce -7.0% |
| JPM JPMorgan Chase & Co. | 0.06% | 12,491 | $3.0M | Reduce -14.3% |
| KBWB Invesco KBW Bank ETF | 0.06% | 45,501 | $3.0M | Reduce -14.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 6,822 | $2.8M | Add +9.4% |
| IVE iShares S&P 500 Value ETF | 0.05% | 14,577 | $2.8M | Add +2.2% |
| BBAX JPMorgan Betabuilders Develo | 0.05% | 54,531 | $2.7M | Add +8.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 15,529 | $2.6M | Add +8.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.05% | 5,663 | $2.6M | Reduce -14.2% |
| RSPN Invesco S&P 500 Equal Weight | 0.05% | 49,849 | $2.5M | Reduce -2.3% |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 12,447 | $2.4M | Add +35.8% |
| GOOGL Alphabet Inc. Class A | 0.04% | 12,094 | $2.3M | Add +2.7% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 22,515 | $2.3M | Add +3.1% |
| FXZ First Trust Materials Alphad | 0.04% | 40,235 | $2.3M | Add +603.8% |
| IYZ iShares US Telecommunication | 0.04% | 84,164 | $2.3M | Reduce -0.3% |
| FXG First Trust Consumer Staples | 0.04% | 31,206 | $2.0M | Reduce -3.2% |
| TSLA Tesla Inc. | 0.04% | 4,925 | $2.0M | Add +1.3% |
| VONE Vanguard Russell 1000 | 0.04% | 7,361 | $2.0M | No change |
| VGK Vanguard Ftse Europe ETF | 0.04% | 30,748 | $2.0M | Add +3.1% |
| SLV iShares Silver Trust | 0.04% | 73,855 | $1.9M | Add +0.3% |
| UNH Unitedhealth Group Inc. | 0.04% | 3,788 | $1.9M | Reduce -31.5% |
| GOOG Alphabet Inc. Class C | 0.04% | 9,930 | $1.9M | Add +5.2% |
| AVGO Broadcom Inc. | 0.04% | 8,018 | $1.9M | Reduce -0.5% |
| FLBR Franklin Ftse Brazil ETF | 0.03% | 122,224 | $1.7M | Add +384.2% |
| IWF iShares Russell 1000 Growth | 0.03% | 4,263 | $1.7M | Add +17.2% |
| FTXN First Trust Nasdaq Oil & Gas | 0.03% | 58,915 | $1.7M | Add +157.0% |
| FLCA Franklin Ftse Canada ETF | 0.03% | 45,775 | $1.7M | Add +2.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 6,279 | $1.7M | Add +8.1% |
| RSPG Invesco S&P 500 Equal Weight | 0.03% | 20,199 | $1.5M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.03% | 14,181 | $1.5M | Add +7.8% |
| IWP iShares Russell Mid-Cap Grow | 0.03% | 12,012 | $1.5M | No change |
| ORCL Oracle Corp. | 0.03% | 8,202 | $1.4M | Add +44.9% |
| IEUR iShares Core MSCI Europe ETF | 0.03% | 23,795 | $1.3M | Add +30.8% |
| EWUS iShares MSCI United Kingdom | 0.02% | 35,429 | $1.2M | Add +5.0% |
| KO The Coca-Cola Co. | 0.02% | 19,733 | $1.2M | Reduce -4.2% |
| META Meta Platforms Inc. Class A | 0.02% | 2,093 | $1.2M | Reduce -0.5% |
| BBEU JPMorgan Betabuilders Europe | 0.02% | 21,633 | $1.2M | Reduce -23.7% |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 9,031 | $1.2M | No change |
| HD Home Depot Inc. | 0.02% | 2,906 | $1.1M | Reduce -4.6% |
| GLDM SPDR Gold Minishares Trust | 0.02% | 20,929 | $1.1M | Add +10.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.02% | 14,839 | $1.0M | Add +3.0% |
| RSPC Invesco S&P 500 Equal Weig C | 0.02% | 30,161 | $1.0M | Reduce -62.7% |
| VXF Vanguard Extended Market ETF | 0.02% | 5,276 | $1.0M | Add +7.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.02% | 4,812 | $996K | Add +26.5% |
| LOW Lowe's Cos Inc. | 0.02% | 3,907 | $964K | No change |
| ABBV Abbvie Inc. | 0.02% | 5,415 | $962K | Add +6.8% |
| DGRO iShares Core Dividend Growth | 0.02% | 15,659 | $961K | Add +154.9% |
| MA Mastercard Inc. Class A | 0.02% | 1,822 | $959K | Add +6.0% |
| IGM iShares Expanded Tech Sector | 0.02% | 9,351 | $955K | Add +3.3% |
| IJH iShares Core S&P Midcap ETF | 0.02% | 14,842 | $925K | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 0.02% | 7,809 | $900K | Add +10.3% |
| FLJP Franklin Ftse Japan ETF | 0.02% | 31,212 | $893K | Reduce -16.1% |
| CVX Chevron Corp. | 0.02% | 6,083 | $881K | Add +11.9% |
| AIA iShares Asia 50 ETF | 0.02% | 12,984 | $881K | No change |
| RSPD Invesco S&P 500 Equal Weight | 0.02% | 16,386 | $876K | No change |
| AXP American Express Co. | 0.02% | 2,912 | $864K | Reduce -35.9% |
| FDN First Trust DJ Internet Ind | 0.02% | 3,447 | $838K | Add +40.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 3,480 | $836K | Add +19.9% |
| NFLX Netflix Inc. | 0.02% | 912 | $813K | Add +1.1% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.02% | 15,806 | $781K | Add +5.5% |
| V Visa Inc. Class A | 0.02% | 2,458 | $777K | Add +12.2% |
| FXR First Trust Indst/Producers | 0.01% | 10,256 | $767K | Add +164.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.01% | 14,473 | $755K | No change |
| IWM iShares Russell 2000 ETF | 0.01% | 3,405 | $752K | Add +6.4% |
| FXL First Trust Technology Alpha | 0.01% | 4,998 | $742K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.01% | 7,924 | $721K | Add +0.2% |
| COWZ Pacer US Cash Cows 100 ETF | 0.01% | 12,705 | $718K | Reduce -3.4% |
| IUSG iShares Core S&P U.S. Growth | 0.01% | 4,930 | $687K | New |
| FKU First Trust United Kingdom | 0.01% | 17,554 | $668K | Reduce -49.5% |
| BX Blackstone Inc. | 0.01% | 3,876 | $668K | Reduce -44.8% |
| CSCO Cisco Systems Inc. | 0.01% | 11,289 | $668K | Reduce -15.4% |
| RVNU Xtrac Mun Inf Rev BD Act ETF | 0.01% | 26,267 | $664K | Reduce -10.3% |
| SNOW Snowflake Inc. | 0.01% | 4,266 | $659K | New |
| MRSH Marsh & McLennan Cos | 0.01% | 3,100 | $659K | Add +39.8% |
| AMP Ameriprise Financial Inc. | 0.01% | 1,233 | $656K | Add +1.4% |
| ACN Accenture PLC Class A | 0.01% | 1,853 | $652K | Add +8.2% |
| FSZ First Trust Switzerland | 0.01% | 10,285 | $645K | Add +5.9% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.01% | 6,549 | $638K | Add +10.4% |
| ITOT iShares Core S&P Total U.S. | 0.01% | 4,942 | $636K | Add +7.7% |
| NEE Nextera Energy Inc. | 0.01% | 8,845 | $634K | Add +10.8% |
| FICO Fair Isaac Corp. | 0.01% | 313 | $623K | Reduce -0.3% |
| RTX RTX Corp. | 0.01% | 5,352 | $619K | Add +8.8% |
| MLN Vaneck Long Muni ETF | 0.01% | 33,157 | $593K | Add +34.1% |
| WMT Walmart Inc. | 0.01% | 6,536 | $591K | Add +7.7% |
| RSPS Invesco S&P 500 Equal Weight | 0.01% | 19,125 | $576K | Reduce -39.8% |
| PG The Procter & Gamble Co. | 0.01% | 3,333 | $559K | Reduce -0.1% |
| MS Morgan Stanley | 0.01% | 4,428 | $557K | Add +2.9% |
| SIZE iShares MSCI USA Size Factor | 0.01% | 3,684 | $547K | No change |
| EWZ iShares MSCI Brazil ETF | 0.01% | 24,279 | $547K | Reduce -62.8% |
| SMH Vaneck Semiconductor ETF | 0.01% | 2,186 | $529K | Add +138.1% |
| PANW Palo Alto Networks Inc. | 0.01% | 2,908 | $529K | Add +0.3% |
| PEP Pepsico Inc. | 0.01% | 3,465 | $527K | Add +52.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 1,237 | $498K | Reduce -9.6% |
| FXD First Trust Consumer Discret | 0.01% | 7,472 | $483K | Add +3.8% |
| FTEC Fidelity MSCI Info Tech Indx | 0.01% | 2,601 | $481K | Reduce -75.3% |
| SPHQ Invesco S&P 500 Quality ETF | 0.01% | 7,075 | $474K | Reduce -5.5% |
| MUB iShares National Muni Bond E | 0.01% | 4,443 | $473K | Add +68.4% |
| MRK Merck & Co. Inc. | 0.01% | 4,627 | $460K | Add +3.1% |
| VONG Vanguard Russell 1000 Growth | 0.01% | 4,364 | $451K | Add +1.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 2,239 | $442K | Add +36.9% |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 4,973 | $440K | Add +39.5% |
| FFA First Trust Enhan Eqty Inc. | 0.01% | 21,060 | $436K | New |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 3,362 | $433K | Add +6.7% |
| IWD iShares Russell 1000 Value E | 0.01% | 2,338 | $433K | Reduce -1.5% |
| PH Parker Hannifin Corp. | 0.01% | 675 | $429K | Add +0.1% |
| ETN Eaton Corp. PLC | 0.01% | 1,271 | $422K | Add +24.9% |
| SYK Stryker Corp. | 0.01% | 1,167 | $420K | Reduce -46.1% |
| FLAU Franklin Ftse Australia ETF | 0.01% | 14,700 | $412K | Add +7.4% |
| LIN Linde PLC | 0.01% | 950 | $398K | Add +13.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.01% | 1,378 | $386K | Add +3.0% |
| SCHX Schwab US Large-Cap ETF | 0.01% | 16,608 | $385K | Add +77.8% |
| MCD McDonald's Corp. | 0.01% | 1,318 | $382K | Add +4.3% |
| ALL Allstate Corp. | 0.01% | 1,965 | $379K | Add +27.7% |
| XTL SS SPDR S&P Telecom ETF | 0.01% | 3,525 | $377K | No change |
| PGR Progressive Corp. | 0.01% | 1,572 | $377K | Add +0.6% |
| SO The Southern Co. | 0.01% | 4,543 | $374K | Reduce -0.4% |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 2,093 | $367K | Add +43.8% |
| EPP iShares MSCI Pacific Ex Japa | 0.01% | 8,309 | $364K | Reduce -3.4% |
| CB Chubb Ltd. | 0.01% | 1,316 | $364K | Add +52.0% |
| QCOM Qualcomm Inc. | 0.01% | 2,338 | $359K | Add +7.4% |
| DFAC Dimensional US Core Equity 2 | 0.01% | 9,989 | $346K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.01% | 1,723 | $341K | Reduce -1.8% |
| INTU Intuit Inc. | 0.01% | 522 | $328K | New |
| IBMP iShares Ibonds Dec 2027 Term | 0.01% | 12,984 | $326K | No change |
| ILF iShares Latin America 40 ETF | 0.01% | 15,299 | $320K | Reduce -65.3% |
| AMAT Applied Materials Inc. | 0.01% | 1,956 | $318K | Reduce -7.2% |
| WAB Wabtec Corp. | 0.01% | 1,655 | $314K | Add +27.6% |
| ABT Abbott Laboratories | 0.01% | 2,768 | $313K | Add +36.8% |
| WMB Williams Cos Inc. | 0.01% | 5,769 | $312K | Add +30.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.01% | 1,151 | $310K | No change |
| SCHG Schwab US Large-Cap Growth | 0.01% | 10,896 | $304K | Add +21.8% |
| UPS United Parcel Service Class B | 0.01% | 2,345 | $296K | Reduce -2.5% |
| SKYY First Trust Cloud Computing | 0.01% | 2,482 | $296K | Add +11.9% |
| SHM SS SPDR N Ice St Muni ETF | 0.01% | 6,156 | $292K | Add +35.7% |
| IBB iShares Biotechnology ETF | 0.01% | 2,196 | $290K | Add +21.2% |
| MCK McKesson Corp. | 0.01% | 505 | $288K | No change |
| WFC Wells Fargo & Co. | 0.01% | 4,083 | $287K | New |
| DECK Deckers Outdoor Corp. | 0.01% | 1,398 | $284K | Reduce -8.3% |
| RSPR Invesco S&P 500 Equal Weight | 0.01% | 7,897 | $278K | Reduce -45.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.01% | 1,252 | $275K | Reduce -18.5% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.01% | 2,280 | $268K | Add +2.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.01% | 780 | $268K | Reduce -0.5% |
| BA The Boeing Co. | 0.01% | 1,504 | $266K | New |
| IUSV iShares Core S&P U.S. Value | 0.01% | 2,853 | $264K | Add +4.3% |
| SCHW Schwab (charles) Corp. | 0.01% | 3,543 | $262K | New |
| ORLY O'reilly Automotive Inc. | 0.01% | 220 | $261K | No change |
| CEG Constellation Energy | 0.01% | 1,145 | $256K | No change |
| CDNS Cadence Design SYS Inc. | 0.00% | 842 | $253K | Add +2.6% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.00% | 10,040 | $253K | Add +23.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.00% | 2,063 | $249K | Add +3.8% |
| SCHD Schwab US DVD Equity ETF | 0.00% | 9,111 | $249K | New |
| WSO Watsco Inc. | 0.00% | 516 | $245K | New |
| XLG Invesco S&P 500 Top 50 ETF | 0.00% | 4,894 | $245K | Reduce -3.8% |
| NSC Norfolk Southern Corp. | 0.00% | 1,040 | $244K | Add +10.3% |
| WM Waste Management Inc. | 0.00% | 1,208 | $244K | Add +0.3% |
| SRE Sempra | 0.00% | 2,726 | $239K | New |
| YUM Yum! Brands Inc. | 0.00% | 1,781 | $239K | New |
| CCJ Cameco Corp. | 0.00% | 4,600 | $236K | No change |
| UNP Union Pacific Corp. | 0.00% | 1,012 | $231K | Add +11.6% |
| JNJ Johnson & Johnson | 0.00% | 1,584 | $229K | Reduce -4.8% |
| NXPI NXP Semiconductors NV | 0.00% | 1,097 | $228K | No change |
| PNC PNC Financial Services Group | 0.00% | 1,178 | $227K | Add +0.4% |
| MDY State Street SPDR S&P Midcap | 0.00% | 398 | $227K | No change |
| KLAC KLA Corp. | 0.00% | 356 | $224K | New |
| ARKQ ARK Autonomous Tech & Robot | 0.00% | 2,903 | $224K | New |
| ADP Automatic Data Processing | 0.00% | 766 | $224K | New |
| BP BP PLC-Spons ADR | 0.00% | 7,525 | $222K | Add +17.3% |
| HESM Hess Midstream LP Class A | 0.00% | 6,000 | $222K | No change |
| ISRG Intuitive Surgical Inc. | 0.00% | 423 | $221K | No change |
| CAT Caterpillar Inc. | 0.00% | 608 | $221K | Add +7.0% |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.00% | 15,760 | $220K | New |
| GE General Electric filed as GE AEROSPACE | 0.00% | 1,300 | $217K | Add +12.6% |
| SBUX Starbucks Corp. | 0.00% | 2,375 | $217K | Reduce -44.3% |
| AMGN Amgen Inc. | 0.00% | 821 | $214K | Add +9.8% |
| ADBE Adobe Inc. | 0.00% | 479 | $213K | Reduce -0.4% |
| VEEV Veeva Systems Inc. Class A | 0.00% | 1,008 | $212K | No change |
| COP Conocophillips | 0.00% | 2,119 | $210K | New |
| PSX Phillips 66 | 0.00% | 1,841 | $210K | Add +5.1% |
| FCX Freeport-McMoran Inc. | 0.00% | 5,508 | $210K | Add +0.4% |
| SDY SS SPDR S&P Dividend ETF | 0.00% | 1,587 | $210K | Reduce -18.3% |
| DEM Wisdomtree Emerging Markets | 0.00% | 5,152 | $209K | New |
| XNTK SS SPDR Nyse Tech ETF | 0.00% | 1,023 | $206K | No change |
| PZA Invesco National Amt-Free Mu | 0.00% | 8,741 | $206K | New |
| VYM Vanguard High DVD Yield ETF | 0.00% | 1,597 | $204K | New |
| TXN Texas Instruments Inc. | 0.00% | 1,077 | $202K | New |
| ILCG iShares Morningstar Growth E | 0.00% | 2,250 | $202K | New |
| TMO Thermo Fisher Scientific Inc. | 0.00% | 385 | $200K | New |
| HBAN Huntington Bancshares Inc. | 0.00% | 10,081 | $164K | No change |
| XAWPX Abrdn Global Premier Propert | 0.00% | 19,000 | $73K | New |
| BLZE Backblaze Inc. Class A | 0.00% | 11,000 | $66K | No change |