PlanVest Financial, Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), PlanVest Financial, Inc reported 562 stock positions worth $131.5 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 6.0% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.8%) and Invesco Nasdaq 100 ETF (QQQM, 4.0%).
- Most Recent 13F
- Q2 2026
- Location
- GAITHERSBURG, MD
- CIK
- 0002135239
- Portfolio Value
- $131.5M (Q1 2026)
- SEC Filing
- 0002135239-26-000001 ↗ filed May 14, 2026
Holdings Value
Holdings 562 stocks · $131.5M
| SCHD Schwab US DVD Equity ETF | 6.05% | 259,164 | $8.0M | — |
| IVV iShares Core S&P 500 ETF | 4.81% | 9,674 | $6.3M | — |
| QQQM Invesco Nasdaq 100 ETF | 3.97% | 21,964 | $5.2M | — |
| AGG iShares Core U.S. Aggregate | 3.73% | 49,421 | $4.9M | — |
| BALT Inn Defined Wealth Shield | 3.45% | 135,716 | $4.5M | — |
| GRNY Fundstr Gran SH US LRG Cap | 3.37% | 185,736 | $4.4M | — |
| FBND Fidelity Total Bond ETF | 3.02% | 86,922 | $4.0M | — |
| XSHQ Invesco S&P Smallcap Quality | 2.68% | 83,718 | $3.5M | — |
| XMHQ Invesco S&P Midcap Qual ETF | 2.67% | 34,012 | $3.5M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.65% | 5,365 | $3.5M | — |
| QQQ Invesco QQQ Trust Series 1 | 2.55% | 5,819 | $3.4M | — |
| HDV iShares Core High Dividend E | 2.29% | 22,139 | $3.0M | — |
| FENI Fidelity Enhanced Intl ETF | 2.20% | 77,930 | $2.9M | — |
| XLK SS Technology Select Sector | 2.15% | 21,230 | $2.8M | — |
| VWO Vanguard Ftse Emerging Marke | 1.82% | 44,184 | $2.4M | — |
| IWD iShares Russell 1000 Value E | 1.76% | 10,844 | $2.3M | — |
| AAPL Apple Inc. | 1.58% | 8,199 | $2.1M | — |
| MSFT Microsoft Corp. | 1.52% | 5,400 | $2.0M | — |
| IWF iShares Russell 1000 Growth | 1.44% | 4,445 | $1.9M | — |
| BYLD iShares Yield Optimized Bond | 1.40% | 81,866 | $1.8M | — |
| GLD SPDR Gold Shares | 1.40% | 4,267 | $1.8M | — |
| QBUF Innv Nasdaq -100 10 B - QRT | 1.32% | 59,351 | $1.7M | — |
| VGIT Vanguard Intermediate-Term T | 1.25% | 27,611 | $1.6M | — |
| NOBL Proshares S&P 500 Dividend A | 1.22% | 15,191 | $1.6M | — |
| CATH Global X S&P 500 Ca Val ETF | 1.05% | 17,670 | $1.4M | — |
| KMX Carmax Inc. | 1.00% | 31,504 | $1.3M | — |
| GQI Natixis Gateway Quality Inc. | 0.98% | 23,407 | $1.3M | — |
| IWB iShares Russell 1000 ETF | 0.95% | 3,506 | $1.3M | — |
| LMBS First Trust Low Duration Opp | 0.87% | 23,016 | $1.1M | — |
| VEA Vanguard Ftse Developed ETF | 0.82% | 16,906 | $1.1M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.79% | 18,746 | $1.0M | — |
| ZALT Innovator US Eq 10 Buffer | 0.77% | 31,368 | $1.0M | — |
| ABBV Abbvie Inc. | 0.74% | 4,461 | $970K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.67% | 11,554 | $884K | — |
| XAGG Ev Income Opportunities ETF | 0.66% | 17,472 | $868K | — |
| NAPR Innovator Growth 100 Power B | 0.65% | 15,612 | $853K | — |
| BITB Bitwise Bitcoin ETF | 0.63% | 22,387 | $824K | — |
| AMAT Applied Materials Inc. | 0.63% | 2,407 | $823K | — |
| GOOGL Alphabet Inc. Class A | 0.59% | 2,708 | $779K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 1,601 | $767K | — |
| XOM Exxon Mobil Corp. | 0.50% | 3,904 | $663K | — |
| WELL Welltower Inc. | 0.46% | 3,072 | $608K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.46% | 2,505 | $607K | — |
| IAU iShares Gold Trust | 0.43% | 6,386 | $563K | — |
| SPSB SS SPDR P St C Corp. ETF | 0.40% | 17,350 | $522K | — |
| BIV Vanguard Intermediate-Term B | 0.38% | 6,471 | $499K | — |
| DGS Wisdomtree Em Small Cap | 0.36% | 7,955 | $478K | — |
| NVDA Nvidia Corp. | 0.36% | 2,728 | $476K | — |
| PM Philip Morris International | 0.36% | 2,858 | $473K | — |
| NOCT Innovator Growth-100 Power B | 0.36% | 8,327 | $469K | — |
| AEP American Electric Power | 0.36% | 3,572 | $468K | — |
| XCEM Columbia Em Core Ex-China | 0.35% | 11,384 | $465K | — |
| JEPI JPMorgan Equity Premium Inco | 0.35% | 8,110 | $460K | — |
| UBSI United Bankshares Inc. | 0.35% | 11,033 | $457K | — |
| ABT Abbott Laboratories | 0.34% | 4,318 | $443K | — |
| ENB Enbridge Inc. | 0.33% | 8,083 | $438K | — |
| AVLV Avantis US Large Cap Value | 0.33% | 5,366 | $433K | — |
| AVGO Broadcom Inc. | 0.33% | 1,396 | $432K | — |
| DGRO iShares Core Dividend Growth | 0.33% | 6,140 | $431K | — |
| MO Altria Group Inc. | 0.32% | 6,420 | $424K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.32% | 8,447 | $421K | — |
| VZ Verizon Communications Inc. | 0.32% | 8,266 | $415K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 1,284 | $412K | — |
| ACWX iShares MSCI Acwi Ex US ETF | 0.31% | 5,923 | $406K | — |
| JPM JPMorgan Chase & Co. | 0.30% | 1,355 | $399K | — |
| DUK Duke Energy Corp. | 0.30% | 2,964 | $388K | — |
| AMZN Amazon.com Inc. | 0.29% | 1,861 | $388K | — |
| CVX Chevron Corp. | 0.27% | 1,713 | $355K | — |
| VOO Vanguard S&P 500 ETF | 0.26% | 580 | $347K | — |
| PAPR Innovator U.S. Equity Power | 0.26% | 8,467 | $337K | — |
| BAPR Innovator U.S. Equity Buffer | 0.25% | 6,756 | $331K | — |
| JPST JPMorgan Ultra-Short Income | 0.24% | 6,339 | $321K | — |
| T AT&T Inc. | 0.24% | 10,889 | $316K | — |
| LOW Lowe's Cos Inc. | 0.24% | 1,312 | $310K | — |
| XAR SS SPDR S&P Aerospace Def | 0.23% | 1,213 | $308K | — |
| ADM Archer-Daniels-Midland Co. | 0.22% | 4,029 | $293K | — |
| VCLT Vanguard Long-Term Corp. Bond | 0.22% | 3,898 | $291K | — |
| SPLV Invesco S&P 500 Low Volatili | 0.22% | 3,920 | $287K | — |
| POCT Innovator U.S. Equity Power | 0.22% | 6,583 | $284K | — |
| IEUR iShares Core MSCI Europe ETF | 0.21% | 3,869 | $272K | — |
| KO The Coca-Cola Co. | 0.20% | 3,532 | $269K | — |
| IDEQ Lazard Intl Dynamic Eqy ETF | 0.20% | 8,081 | $257K | — |
| LMT Lockheed Martin Corp. | 0.19% | 414 | $251K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 1,253 | $246K | — |
| GBTC Grayscale Bitcoin Trust ETF | 0.18% | 4,583 | $242K | — |
| CSCO Cisco Systems Inc. | 0.18% | 3,115 | $242K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 503 | $220K | — |
| META Meta Platforms Inc. Class A | 0.16% | 362 | $207K | — |
| EPI Wisdomtree India Earnings | 0.15% | 4,986 | $203K | — |
| NVS Novartis AG-Sponsored ADR | 0.15% | 1,326 | $203K | — |
| BHRB Burke & Herbert Financial SE | 0.15% | 3,251 | $203K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 681 | $196K | — |
| PG The Procter & Gamble Co. | 0.15% | 1,353 | $196K | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.14% | 2,314 | $184K | — |
| ORCL Oracle Corp. | 0.14% | 1,251 | $184K | — |
| UL Unilever PLC-Sponsored ADR | 0.14% | 3,208 | $183K | — |
| WMT Walmart Inc. | 0.14% | 1,461 | $182K | — |
| V Visa Inc. Class A | 0.13% | 574 | $174K | — |
| FSMD Fidelity Small-Mid Multifact | 0.13% | 3,880 | $174K | — |
| SO The Southern Co. | 0.13% | 1,786 | $172K | — |
| ILTB iShares Core 10+ Year Usd Bo | 0.13% | 3,500 | $171K | — |
| CSQ Calamos Strat TTL RTRN FND | 0.13% | 9,673 | $166K | — |
| WM Waste Management Inc. | 0.12% | 708 | $163K | — |
| PCN PIMCO Corporate & Income STR | 0.12% | 13,451 | $160K | — |
| GSIE Goldman Sachs Activebeta Int | 0.12% | 3,672 | $158K | — |
| IAUM iShares Gold Trust Micro | 0.12% | 3,387 | $158K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 3,167 | $154K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.12% | 1,570 | $154K | — |
| GOOG Alphabet Inc. Class C | 0.11% | 524 | $150K | — |
| EPD Enterprise Products Partners | 0.11% | 3,936 | $149K | — |
| DE Deere & Co. | 0.11% | 260 | $147K | — |
| JNJ Johnson & Johnson | 0.11% | 598 | $146K | — |
| TSLA Tesla Inc. | 0.11% | 385 | $143K | — |
| AMD Advanced Micro Devices | 0.11% | 703 | $143K | — |
| IJH iShares Core S&P Midcap ETF | 0.11% | 2,074 | $140K | — |
| GSEE Goldman Sachs Marketbeta Eme | 0.10% | 2,318 | $136K | — |
| MRK Merck & Co. Inc. | 0.10% | 1,121 | $135K | — |
| IUSG iShares Core S&P U.S. Growth | 0.10% | 865 | $134K | — |
| CVS CVS Health Corp. | 0.10% | 1,831 | $132K | — |
| PEP Pepsico Inc. | 0.10% | 837 | $130K | — |
| OKE Oneok Inc. | 0.10% | 1,421 | $128K | — |
| NJUL Innovator Growth 100 Power B | 0.09% | 1,717 | $123K | — |
| PDP Invesco Dorsey Wright Moment | 0.09% | 987 | $119K | — |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.09% | 2,340 | $118K | — |
| LRCX Lam Research Corp. | 0.09% | 550 | $118K | — |
| HD Home Depot Inc. | 0.09% | 348 | $114K | — |
| PAYX Paychex Inc. | 0.09% | 1,239 | $114K | — |
| MAR Marriott International Class A | 0.09% | 349 | $114K | — |
| IJR iShares Core S&P Small-Cap E | 0.08% | 895 | $111K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.08% | 367 | $111K | — |
| PJUN Innovator U.S. Equity Power | 0.08% | 2,583 | $108K | — |
| NFLX Netflix Inc. | 0.08% | 1,121 | $108K | — |
| RTX RTX Corp. | 0.08% | 549 | $106K | — |
| TT Trane Technologies PLC | 0.08% | 250 | $104K | — |
| GE General Electric filed as GE AEROSPACE | 0.08% | 365 | $104K | — |
| VGT Vanguard Info Tech ETF | 0.08% | 148 | $103K | — |
| SIRI Sirius XM Holdings Inc. | 0.08% | 4,368 | $101K | — |
| KMI Kinder Morgan Inc. | 0.07% | 2,920 | $98K | — |
| ILCV iShares Morningstar Value Et | 0.07% | 1,030 | $96K | — |
| PFEB Innovator U.S. Equity Power | 0.07% | 2,387 | $96K | — |
| MSTR Strategy Inc. | 0.07% | 766 | $96K | — |
| MDT Medtronic PLC | 0.07% | 1,091 | $95K | — |
| PFE Pfizer Inc. | 0.07% | 3,244 | $91K | — |
| AXP American Express Co. | 0.07% | 300 | $91K | — |
| XLE SS Energy Select Sector | 0.07% | 1,475 | $90K | — |
| VMC Vulcan Materials Co. | 0.07% | 321 | $88K | — |
| MQY BlackRock Muniyield Quality | 0.07% | 7,927 | $87K | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.07% | 1,775 | $87K | — |
| VHT Vanguard Health Care ETF | 0.07% | 318 | $87K | — |
| CEG Constellation Energy | 0.06% | 303 | $85K | — |
| BRHY iShares High Yild Active ETF | 0.06% | 1,670 | $84K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 925 | $84K | — |
| SLF Sun Life Financial Inc. | 0.06% | 1,333 | $83K | — |
| FV First Trust DW Focus 5 Fund | 0.06% | 1,375 | $83K | — |
| INTC Intel Corp. | 0.06% | 1,873 | $83K | — |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.06% | 805 | $82K | — |
| UBS UBS Group AG-Reg | 0.06% | 2,096 | $82K | — |
| ADBE Adobe Inc. | 0.06% | 324 | $79K | — |
| SPHY SS SPDR P High Yield ETF | 0.06% | 3,344 | $78K | — |
| XLI SS Industrial Select Sector | 0.06% | 476 | $77K | — |
| D Dominion Energy Inc. | 0.06% | 1,236 | $76K | — |
| ED Consolidated Edison Inc. | 0.06% | 674 | $76K | — |
| GEV GE Vernova Inc. | 0.06% | 87 | $76K | — |
| XLV SS Health Care Select Sector | 0.06% | 514 | $75K | — |
| MCD McDonald's Corp. | 0.06% | 241 | $75K | — |
| MDLZ Mondelez International Inc. Class A | 0.06% | 1,293 | $75K | — |
| CMDY iShares Bloomberg Roll Selec | 0.06% | 1,251 | $74K | — |
| HYT BlackRock Corp. Hi YLD | 0.06% | 8,569 | $73K | — |
| CI The Cigna Group | 0.06% | 271 | $72K | — |
| FTC First Trust Large Cap Growth | 0.05% | 462 | $71K | — |
| VTWG Vanguard Russell 2000 Growth | 0.05% | 305 | $70K | — |
| HTAB Hartford Schroders Tax Aware | 0.05% | 3,668 | $70K | — |
| PJUL Innovator U.S. Equity Power | 0.05% | 1,506 | $69K | — |
| XLP SS Consumer Staples Sel Sect | 0.05% | 836 | $69K | — |
| LLY Eli Lilly & Co. | 0.05% | 74 | $68K | — |
| SPHQ Invesco S&P 500 Quality ETF | 0.05% | 897 | $67K | — |
| NOC Northrop Grumman Corp. | 0.05% | 98 | $67K | — |
| SU Suncor Energy Inc. | 0.05% | 999 | $66K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.05% | 1,364 | $66K | — |
| MA Mastercard Inc. Class A | 0.05% | 131 | $65K | — |
| IEMG iShares Core MSCI Emerging | 0.05% | 936 | $65K | — |
| EQIX Equinix Inc. | 0.05% | 66 | $65K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 246 | $64K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.05% | 188 | $64K | — |
| BBSI Barrett Business SVCS Inc. | 0.05% | 2,169 | $63K | — |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C | 0.05% | 888 | $62K | — |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.05% | 1,717 | $61K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 629 | $61K | — |
| BA The Boeing Co. | 0.05% | 300 | $60K | — |
| FCX Freeport-McMoran Inc. | 0.04% | 1,005 | $59K | — |
| SHEL Shell PLC-ADR | 0.04% | 629 | $59K | — |
| MMD Nylim Mackay Definedterm Mun filed as NYLI MACKAY DEFINEDTERM MUNI | 0.04% | 3,900 | $58K | — |
| AAPR Ino Eq Po ETF 2YR AP2028-Usd | 0.04% | 2,006 | $58K | — |
| BIT BlackRock Multi-Sector Inc. | 0.04% | 4,611 | $58K | — |
| O Realty Income Corp. | 0.04% | 899 | $55K | — |
| BTC Grayscale Bitcoin Mini ETF | 0.04% | 1,791 | $54K | — |
| SHOP Shopify Inc. Class A | 0.04% | 446 | $53K | — |
| IWR iShares Russell Mid-Cap ETF | 0.04% | 542 | $53K | — |
| APH Amphenol Corp. Class A | 0.04% | 416 | $53K | — |
| PHO Invesco Water Resources ETF | 0.04% | 785 | $52K | — |
| VNQ Vanguard Real Estate ETF | 0.04% | 583 | $52K | — |
| BMY Bristol-Myers Squibb Co. | 0.04% | 852 | $52K | — |
| PEBO Peoples Bancorp Inc. | 0.04% | 1,564 | $51K | — |
| PLTR Palantir Technologies Inc. Class A | 0.04% | 350 | $51K | — |
| USRT iShares Core US REIT ETF | 0.04% | 858 | $51K | — |
| DLR Digital Realty Trust Inc. | 0.04% | 281 | $51K | — |
| BJAN Innovator U.S. Equity Buffer | 0.04% | 947 | $51K | — |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | 0.04% | 1,959 | $50K | — |
| HYMB SS SPDR N Ice HY Muni ETF | 0.04% | 2,000 | $50K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.04% | 269 | $50K | — |
| GDX Vaneck Gold Miners ETF | 0.04% | 538 | $49K | — |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.04% | 475 | $49K | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.04% | 923 | $49K | — |
| SPOT Spotify Technology SA | 0.04% | 100 | $48K | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.04% | 187 | $48K | — |
| PSA Public Storage | 0.04% | 177 | $48K | — |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.04% | 1,140 | $48K | — |
| KJUL Innovator U.S. Small Cap Pow | 0.04% | 1,465 | $47K | — |
| TRV The Travelers Cos Inc. | 0.04% | 159 | $46K | — |
| COST Costco Wholesale Corp. | 0.04% | 46 | $46K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.03% | 1,000 | $46K | — |
| DGRW Wisdomtree U.S. Quality Divi | 0.03% | 519 | $46K | — |
| AFL Aflac Inc. | 0.03% | 400 | $44K | — |
| SYY Sysco Corp. | 0.03% | 610 | $44K | — |
| LIN Linde PLC | 0.03% | 87 | $43K | — |
| MS Morgan Stanley | 0.03% | 260 | $43K | — |
| IWM iShares Russell 2000 ETF | 0.03% | 168 | $42K | — |
| FLBL Franklin Senior Loan ETF | 0.03% | 1,810 | $42K | — |
| HSY The Hershey Co. | 0.03% | 200 | $42K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.03% | 380 | $41K | — |
| ALL Allstate Corp. | 0.03% | 198 | $41K | — |
| FTGC First Trust Global Tactical | 0.03% | 1,412 | $41K | — |
| ACN Accenture PLC Class A | 0.03% | 204 | $40K | — |
| DES Wisdomtree US Smallcap Divid | 0.03% | 1,113 | $40K | — |
| AVUV Avantis US Small Cap Value | 0.03% | 361 | $40K | — |
| MCHP Microchip Technology Inc. | 0.03% | 618 | $40K | — |
| DHR Danaher Corp. | 0.03% | 208 | $40K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.03% | 3,389 | $39K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 241 | $38K | — |
| IJUL Innovator International Deve | 0.03% | 1,133 | $38K | — |
| FDVV Fidelity High Dividend ETF | 0.03% | 690 | $38K | — |
| CSX CSX Corp. | 0.03% | 925 | $38K | — |
| TXN Texas Instruments Inc. | 0.03% | 193 | $38K | — |
| NEAR iShares SH Dba ETF Usd Inc. | 0.03% | 722 | $37K | — |
| C Citigroup Inc. | 0.03% | 323 | $37K | — |
| MMM 3M Co. | 0.03% | 251 | $37K | — |
| SYF Synchrony Financial | 0.03% | 536 | $36K | — |
| BX Blackstone Inc. | 0.03% | 317 | $36K | — |
| MSIF MSC Income Fund Inc. | 0.03% | 2,955 | $36K | — |
| CHCO City Holding Co. filed as CITY HLDG CO | 0.03% | 298 | $36K | — |
| WBD Warner Bros Discovery Inc. | 0.03% | 1,295 | $36K | — |
| PMAY Innovator U.S. Equity Power | 0.03% | 887 | $35K | — |
| OXY Occidental Petroleum Corp. | 0.03% | 542 | $35K | — |
| ARES Ares Management Corp. Class A | 0.03% | 320 | $35K | — |
| IOO iShares Global 100 ETF | 0.03% | 285 | $34K | — |
| EJUL Innovator Emerging Markets P | 0.03% | 1,151 | $34K | — |
| PPA Invesco Aerospace & Defense | 0.03% | 207 | $34K | — |
| AMT American Tower Corp. | 0.03% | 198 | $34K | — |
| NOW ServiceNow Inc. | 0.03% | 324 | $34K | — |
| AIQ Global X Art Intel & Tech | 0.03% | 715 | $33K | — |
| CAT Caterpillar Inc. | 0.03% | 46 | $33K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.03% | 152 | $33K | — |
| VTR Ventas Inc. | 0.02% | 400 | $33K | — |
| ORI Old Republic Intl Corp. | 0.02% | 800 | $32K | — |
| HON Honeywell International Inc. | 0.02% | 140 | $32K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.02% | 553 | $31K | — |
| EXC Exelon Corp. | 0.02% | 631 | $31K | — |
| SOXX iShares Semiconductor ETF | 0.02% | 93 | $31K | — |
| COP Conocophillips | 0.02% | 231 | $30K | — |
| HACK Amplify Cybersecurity ETF | 0.02% | 406 | $30K | — |
| JQUA JPMorgan US Quality Factor | 0.02% | 496 | $30K | — |
| BP BP PLC-Spons ADR | 0.02% | 643 | $30K | — |
| XLRE SS Real Estate Select Sector | 0.02% | 736 | $30K | — |
| JHMM John Hancock Multi Fact Mid | 0.02% | 446 | $30K | — |
| MPLX MPLX LP | 0.02% | 524 | $30K | — |
| PEG Public Service Enterprise GP | 0.02% | 365 | $30K | — |
| PJAN Innovator U.S. Equity Power | 0.02% | 638 | $29K | — |
| CRM Salesforce Inc. | 0.02% | 157 | $29K | — |
| MDY State Street SPDR S&P Midcap | 0.02% | 47 | $29K | — |
| VTIP Vanguard Short-Term Tips | 0.02% | 580 | $29K | — |
| IGF iShares Global Infrastructur | 0.02% | 430 | $29K | — |
| EFA iShares MSCI Eafe ETF | 0.02% | 293 | $28K | — |
| FLJP Franklin Ftse Japan ETF | 0.02% | 785 | $28K | — |
| BSX Boston Scientific Corp. | 0.02% | 451 | $28K | — |
| CB Chubb Ltd. | 0.02% | 84 | $27K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.02% | 342 | $27K | — |
| VXUS Vanguard Total Intl Stock | 0.02% | 347 | $27K | — |
| SMH Vaneck Semiconductor ETF | 0.02% | 69 | $26K | — |
| EMR Emerson Electric Co. | 0.02% | 200 | $26K | — |
| ARKK ARK Innovation ETF | 0.02% | 386 | $26K | — |
| BLK BlackRock Inc. | 0.02% | 27 | $26K | — |
| ADP Automatic Data Processing | 0.02% | 127 | $26K | — |
| EWY iShares MSCI South Korea ETF | 0.02% | 207 | $25K | — |
| CION Cion Investment Corp. | 0.02% | 3,708 | $25K | — |
| PSX Phillips 66 | 0.02% | 137 | $25K | — |
| JBND JPMorgan Active Bond ETF | 0.02% | 463 | $25K | — |
| TGT Target Corp. | 0.02% | 204 | $25K | — |
| TCHP T Rowe Price Blue Chip Growt | 0.02% | 549 | $24K | — |
| ETV Eaton Vance T/M Buy-Writ Opp | 0.02% | 1,771 | $24K | — |
| INTU Intuit Inc. | 0.02% | 56 | $24K | — |
| FDL First Trust Morn DVD Lead Inc. | 0.02% | 472 | $24K | — |
| DLN Wisdomtree US Largecap Divid | 0.02% | 266 | $24K | — |
| CTVA Corteva Inc. | 0.02% | 274 | $23K | — |
| UPS United Parcel Service Class B | 0.02% | 227 | $22K | — |
| NJAN Innovator Growth 100 Power B | 0.02% | 419 | $22K | — |
| AMP Ameriprise Financial Inc. | 0.02% | 49 | $22K | — |
| ITA iShares U.S. Aerospace & Def | 0.02% | 98 | $21K | — |
| AWK American Water Works Co. Inc. | 0.02% | 157 | $21K | — |
| KMB Kimberly-Clark Corp. | 0.02% | 220 | $21K | — |
| HNDL Nasdaq 7 Handl Index ETF filed as STRATEGY SHS | 0.02% | 970 | $21K | — |
| IBIT iShares Bitcoin Trust ETF | 0.02% | 551 | $21K | — |
| GSSC Goldman Sachs Activebeta US | 0.02% | 283 | $21K | — |
| MRSH Marsh & McLennan Cos | 0.02% | 121 | $21K | — |
| BDJ BlackRock Enhanced Eqty DVD | 0.02% | 2,387 | $21K | — |
| WSBC Wesbanco Inc. | 0.02% | 596 | $21K | — |
| FTI Technipfmc PLC | 0.02% | 292 | $20K | — |
| PRF Invesco Rafi US 1000 ETF | 0.02% | 420 | $20K | — |
| VTRS Viatris Inc. | 0.02% | 1,477 | $20K | — |
| MYI BlackRock Muniyield QLTY III | 0.02% | 1,896 | $20K | — |
| DVY iShares Select Dividend ETF | 0.01% | 129 | $20K | — |
| FVD First Trust Value Line DVD | 0.01% | 413 | $19K | — |
| GLW Corning Inc. | 0.01% | 142 | $19K | — |
| SGOL Abrdn Physical Gold Shares | 0.01% | 430 | $19K | — |
| GERN Geron Corp. | 0.01% | 12,873 | $19K | — |
| MUA BlackRock Muniassets Fund | 0.01% | 1,801 | $19K | — |
| GSK GSK PLC-Spon ADR | 0.01% | 340 | $19K | — |
| IOCT Innovator Int Dev Power Buff | 0.01% | 533 | $19K | — |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 95 | $18K | — |
| EOCT Innovator Emer MKT PWR Buff | 0.01% | 570 | $18K | — |
| XLF SS Financial Select Sector | 0.01% | 356 | $18K | — |
| TFC Truist Financial Corp. | 0.01% | 379 | $17K | — |
| APD Air Products & Chemicals Inc. | 0.01% | 60 | $17K | — |
| DGX Quest Diagnostics Inc. | 0.01% | 87 | $17K | — |
| SR Spire Inc. | 0.01% | 188 | $17K | — |
| SBR Sabine Royalty Trust | 0.01% | 226 | $17K | — |
| CTSH Cognizant Tech Solutions-A | 0.01% | 269 | $17K | — |
| SRE Sempra | 0.01% | 169 | $16K | — |
| XME SS SPDR S&P Metals Mining | 0.01% | 149 | $16K | — |
| NXST Nexstar Media Group Inc. | 0.01% | 88 | $16K | — |
| SLB SLB Ltd. filed as SLB LIMITED | 0.01% | 308 | $16K | — |
| PBA Pembina Pipeline Corp. | 0.01% | 350 | $16K | — |
| WMB Williams Cos Inc. | 0.01% | 213 | $16K | — |
| EPRT Essential Properties Realty | 0.01% | 510 | $15K | — |
| SCHX Schwab US Large-Cap ETF | 0.01% | 600 | $15K | — |
| XYZ Block Inc. | 0.01% | 254 | $15K | — |
| IYW iShares Ustechnology ETF | 0.01% | 84 | $15K | — |
| EES Wisdomtree US Smallcap Fund | 0.01% | 258 | $15K | — |
| KHC The Kraft Heinz Co. | 0.01% | 644 | $15K | — |
| SILA Sila Realty Trust Inc. | 0.01% | 611 | $14K | — |
| WFC Wells Fargo & Co. | 0.01% | 180 | $14K | — |
| IDHQ Invesco S&P International DE | 0.01% | 405 | $14K | — |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 28 | $14K | — |
| GILD Gilead Sciences Inc. | 0.01% | 98 | $14K | — |
| ISCG iShares Morningstar Small-Ca | 0.01% | 250 | $14K | — |
| CRWV Coreweave Inc. Class A | 0.01% | 174 | $13K | — |
| ETG Eaton Vance T/A GL DVD Incm | 0.01% | 669 | $13K | — |
| SCHP Schwab U.S. Tips ETF | 0.01% | 497 | $13K | — |
| CIBR First Trust Nasdaq Cybersecu | 0.01% | 210 | $13K | — |
| MT Arcelormittal-NY Registered | 0.01% | 243 | $13K | — |
| STZ Constellation Brands Inc. Class A | 0.01% | 83 | $13K | — |
| VIOV Vanguard S&P Small-Cap 600 V | 0.01% | 122 | $12K | — |
| KOCT Innovator U.S. Small Cap Pow | 0.01% | 350 | $12K | — |
| SWKS Skyworks Solutions Inc. | 0.01% | 214 | $11K | — |
| AXON Axon Enterprise Inc. | 0.01% | 27 | $11K | — |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.01% | 113 | $11K | — |
| VLO Valero Energy Corp. | 0.01% | 43 | $11K | — |
| BKR Baker Hughes Co. | 0.01% | 175 | $11K | — |
| SPGI S&P Global Inc. | 0.01% | 25 | $11K | — |
| BF.B Brown-Forman Corp. Class B | 0.01% | 400 | $11K | — |
| CMCSA Comcast Corp. Class A | 0.01% | 363 | $10K | — |
| ETHW Bitwise Ethereum ETF | 0.01% | 694 | $10K | — |
| SCHB Schwab US Broad Market ETF | 0.01% | 414 | $10K | — |
| STKL Sunopta Inc. | 0.01% | 1,600 | $10K | — |
| MICC The Magnum Ice Cream Co. NV | 0.01% | 687 | $10K | — |
| URNM Sprott Uranium Miners ETF | 0.01% | 160 | $10K | — |
| DFAE Dimensional Emerging Core Eq | 0.01% | 298 | $10K | — |
| PHM Pultegroup Inc. | 0.01% | 85 | $10K | — |
| SBUX Starbucks Corp. | 0.01% | 112 | $10K | — |
| HLN Haleon PLC-ADR | 0.01% | 980 | $10K | — |
| PRU Prudential Financial Inc. | 0.01% | 100 | $10K | — |
| AMGN Amgen Inc. | 0.01% | 27 | $10K | — |
| BIDU Baidu Inc. - Spon ADR | 0.01% | 87 | $10K | — |
| FSCO FS Credit Opportunities Corp. | 0.01% | 1,888 | $10K | — |
| EAPR Innovator Emerging Markets P | 0.01% | 318 | $10K | — |
| IAPR Innovator International Deve | 0.01% | 297 | $9K | — |
| VYM Vanguard High DVD Yield ETF | 0.01% | 61 | $9K | — |
| PFG Principal Financial Group | 0.01% | 100 | $9K | — |
| WIX Wix.com Ltd. | 0.01% | 100 | $9K | — |
| IVLU iShares MSCI International V | 0.01% | 221 | $9K | — |
| RSG Republic Services Inc. | 0.01% | 40 | $9K | — |
| BUG Global X Cybersecurity ETF | 0.01% | 347 | $9K | — |
| QCOM Qualcomm Inc. | 0.01% | 67 | $9K | — |
| ETHE Grayscale Ethereum Staking E | 0.01% | 500 | $9K | — |
| KAPR Innovator U.S. Small Cap Pow | 0.01% | 234 | $8K | — |
| FE Firstenergy Corp. | 0.01% | 167 | $8K | — |
| LIT Global X Lithium & Battery T | 0.01% | 112 | $8K | — |
| ABNB Airbnb Inc. Class A | 0.01% | 66 | $8K | — |
| YUM Yum! Brands Inc. | 0.01% | 53 | $8K | — |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.01% | 100 | $8K | — |
| HWM Howmet Aerospace Inc. | 0.01% | 35 | $8K | — |
| MU Micron Technology Inc. | 0.01% | 24 | $8K | — |
| GEHC GE Healthcare Technology | 0.01% | 112 | $8K | — |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.01% | 88 | $8K | — |
| ATMU Atmus Filtration Technologie | 0.01% | 132 | $7K | — |
| GIS General Mills Inc. | 0.01% | 200 | $7K | — |
| AGNC AGNC Investment Corp. | 0.01% | 742 | $7K | — |
| BL Blackline Inc. | 0.01% | 200 | $7K | — |
| NGG National Grid PLC-SP ADR | 0.01% | 84 | $7K | — |
| DBEU Xtrackers MSCI Europe Hedged | 0.01% | 147 | $7K | — |
| RCI Rogers Communications Inc. Class B | 0.01% | 184 | $7K | — |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.01% | 100 | $7K | — |
| AZO AutoZone Inc. | 0.01% | 2 | $7K | — |
| VIG Vanguard Dividend Apprec ETF | 0.00% | 30 | $6K | — |
| Q Qnity Electronics Inc. | 0.00% | 54 | $6K | — |
| NEE Nextera Energy Inc. | 0.00% | 66 | $6K | — |
| BND Vanguard Total Bond Market | 0.00% | 80 | $6K | — |
| BRLT Brilliant Earth Group Inc. Class A | 0.00% | 4,409 | $6K | — |
| ROP Roper Technologies Inc. | 0.00% | 16 | $6K | — |
| EWJ iShares MSCI Japan ETF | 0.00% | 63 | $5K | — |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.00% | 59 | $5K | — |
| YUMC Yum China Holdings Inc. | 0.00% | 109 | $5K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.00% | 71 | $5K | — |
| LNC Lincoln National Corp. | 0.00% | 150 | $5K | — |
| WU Western Union Co. | 0.00% | 600 | $5K | — |
| NSEP Innovator G100 PB ETF-Sep | 0.00% | 177 | $5K | — |
| GS Goldman Sachs Group Inc. | 0.00% | 6 | $5K | — |
| MHD BlackRock Muniholdings Fund | 0.00% | 445 | $5K | — |
| DD Dupont DE Nemours Inc. | 0.00% | 109 | $5K | — |
| DAL Delta Air Lines Inc. | 0.00% | 75 | $5K | — |
| ACA Arcosa Inc. | 0.00% | 47 | $5K | — |
| PVAL Putnam Focused LRG Cap Value | 0.00% | 107 | $5K | — |
| ILMN Illumina Inc. | 0.00% | 40 | $5K | — |
| HPE Hewlett Packard Enterprise | 0.00% | 205 | $5K | — |
| RELX Relx PLC - Spon ADR | 0.00% | 143 | $5K | — |
| GRMN Garmin Ltd. | 0.00% | 20 | $5K | — |
| ALB Albemarle Corp. | 0.00% | 26 | $5K | — |
| ETN Eaton Corp. PLC | 0.00% | 13 | $5K | — |
| SNDA Sonida Senior Living Inc. | 0.00% | 144 | $5K | — |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 200 | $5K | — |
| MFA Mfa Financial Inc. | 0.00% | 442 | $4K | — |
| FSK FS KKR Capital Corp. | 0.00% | 413 | $4K | — |
| CARR Carrier Global Corp. | 0.00% | 74 | $4K | — |
| HPQ HP Inc. | 0.00% | 214 | $4K | — |
| SOLV Solventum Corp. | 0.00% | 62 | $4K | — |
| ZTS Zoetis Inc. | 0.00% | 34 | $4K | — |
| JBTM JBT Marel Corp. | 0.00% | 31 | $4K | — |
| PNC PNC Financial Services Group | 0.00% | 19 | $4K | — |
| BBWI Bath & Body Works Inc. | 0.00% | 207 | $4K | — |
| CIFR Cipher Digital Inc. | 0.00% | 300 | $4K | — |
| KD Kyndryl Holdings Inc. | 0.00% | 293 | $4K | — |
| VCIT Vanguard Int-Term Corporate | 0.00% | 46 | $4K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 41 | $4K | — |
| FDX FedEx Corp. | 0.00% | 10 | $4K | — |
| SPEM State Street SP PTF Em ETF | 0.00% | 79 | $4K | — |
| PODD Insulet Corp. | 0.00% | 17 | $4K | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.00% | 45 | $4K | — |
| LFUS Littelfuse Inc. | 0.00% | 10 | $3K | — |
| ACES Alps Clean Energy ETF | 0.00% | 100 | $3K | — |
| SPXL Direxion Daily S&P 500 Bull | 0.00% | 18 | $3K | — |
| IYH iShares U.S. Healthcare ETF | 0.00% | 51 | $3K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 84 | $3K | — |
| USB US Bancorp | 0.00% | 59 | $3K | — |
| VSXY Victoria's Secret & Co. | 0.00% | 66 | $3K | — |
| VLTO Veralto Corp. | 0.00% | 34 | $3K | — |
| ASPN Aspen Aerogels Inc. | 0.00% | 886 | $3K | — |
| PLUG Plug Power Inc. filed as PLUG PWR INC | 0.00% | 1,329 | $3K | — |
| IJT iShares S&P Small-Cap 600 GR | 0.00% | 20 | $3K | — |
| VPL Vanguard Ftse Pacific ETF | 0.00% | 30 | $3K | — |
| XLC SS Comm Select Sector SPDR | 0.00% | 26 | $3K | — |
| IGM iShares Expanded Tech Sector | 0.00% | 24 | $3K | — |
| BPRE Bluerock Private Real Estate | 0.00% | 171 | $3K | — |
| SCHW Schwab (charles) Corp. | 0.00% | 30 | $3K | — |
| IWO iShares Russell 2000 Growth | 0.00% | 9 | $3K | — |
| BIIB Biogen Inc. | 0.00% | 15 | $3K | — |
| DLTR Dollar Tree Inc. | 0.00% | 25 | $3K | — |
| ITB iShares U.S. Home Constructi | 0.00% | 30 | $3K | — |
| PLD Prologis Inc. | 0.00% | 20 | $3K | — |
| KRE SS SPDR S&P Regional Bank | 0.00% | 40 | $3K | — |
| HYLB Xtrackers Usd High Yield Cor | 0.00% | 72 | $3K | — |
| IT Gartner Inc. | 0.00% | 16 | $3K | — |
| APA Apa Corp. | 0.00% | 58 | $2K | — |
| SCHA Schwab US Small-Cap ETF | 0.00% | 85 | $2K | — |
| PSEP Innovator U.S. Equity Power | 0.00% | 57 | $2K | — |
| SOLS Solstice Adv Materials Inc. | 0.00% | 32 | $2K | — |
| UAA Under Armour Inc. Class A | 0.00% | 400 | $2K | — |
| EGP Eastgroup Properties Inc. | 0.00% | 12 | $2K | — |
| EEM iShares MSCI Emerging Market | 0.00% | 39 | $2K | — |
| VAC Marriott Vacations World | 0.00% | 34 | $2K | — |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 29 | $2K | — |
| SLV iShares Silver Trust | 0.00% | 32 | $2K | — |
| NKE Nike Inc. Class B | 0.00% | 40 | $2K | — |
| RSP Invesco S&P 500 Equal Weight | 0.00% | 10 | $2K | — |
| UBER Uber Technologies Inc. | 0.00% | 27 | $2K | — |
| ASAN Asana Inc. Class A | 0.00% | 300 | $2K | — |
| NOV Nov Inc. | 0.00% | 100 | $2K | — |
| ITW Illinois Tool Works | 0.00% | 7 | $2K | — |
| DASH DoorDash Inc. Class A | 0.00% | 12 | $2K | — |
| XLY SS Consumer Disc Select Sect | 0.00% | 16 | $2K | — |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.00% | 27 | $2K | — |
| WEC WEC Energy Group Inc. | 0.00% | 13 | $2K | — |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 100 | $2K | — |
| BETR Better Home & Finance Holdin | 0.00% | 40 | $1K | — |
| ITOT iShares Core S&P Total U.S. | 0.00% | 10 | $1K | — |
| EXPE Expedia Group Inc. | 0.00% | 6 | $1K | — |
| KEY Keycorp | 0.00% | 63 | $1K | — |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 13 | $1K | — |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 10 | $1K | — |
| SENS Senseonics Holdings Inc. | 0.00% | 186 | $1K | — |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.00% | 29 | $1K | — |
| KDP Keurig Dr Pepper Inc. | 0.00% | 46 | $1K | — |
| IYG iShares U.S. Financial Servi | 0.00% | 13 | $1K | — |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.00% | 44 | $1K | — |
| JOBY Joby Aviation Inc. | 0.00% | 130 | $1K | — |
| FAST Fastenal Co. | 0.00% | 22 | $1K | — |
| VSLU Applied Finance Valuat ETF | 0.00% | 25 | $1K | — |
| EA Electronic Arts Inc. | 0.00% | 5 | $1K | — |
| AMBA Ambarella Inc. | 0.00% | 20 | $1K | — |
| DJT Trump Media & Technology Gro | 0.00% | 110 | $1K | — |
| ETH Grayscale Ethereum Staking M | 0.00% | 50 | $993 | — |
| CC The Chemours Co. | 0.00% | 43 | $947 | — |
| ICSH iShares Ultra Short Duration | 0.00% | 17 | $900 | — |
| EMLC Vaneck JPM Em Local Curr BND | 0.00% | 35 | $898 | — |
| CCI Crown Castle Inc. | 0.00% | 11 | $894 | — |
| LPCN Lipocine Inc. | 0.00% | 111 | $887 | — |
| ES Eversource Energy | 0.00% | 12 | $831 | — |
| TTWO Take-Two Interactive Softwre | 0.00% | 4 | $790 | — |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.00% | 10 | $767 | — |
| FMC FMC Corp. | 0.00% | 44 | $758 | — |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 42 | $632 | — |
| SDY SS SPDR S&P Dividend ETF | 0.00% | 4 | $611 | — |
| ET Energy Transfer LP | 0.00% | 31 | $598 | — |
| FFSM Fidelity FNDM SM Mid Cap ETF | 0.00% | 18 | $575 | — |
| VSNT Versant Media Group Inc. | 0.00% | 14 | $518 | — |
| ACHR Archer Aviation Inc. Class A | 0.00% | 98 | $507 | — |
| ALK Alaska Air Group Inc. | 0.00% | 13 | $478 | — |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 9 | $432 | — |
| NXPI NXP Semiconductors NV | 0.00% | 2 | $394 | — |
| VKTX Viking Therapeutics Inc. | 0.00% | 12 | $390 | — |
| VERU Veru Inc. | 0.00% | 174 | $385 | — |
| MTCH Match Group Inc. | 0.00% | 12 | $380 | — |
| BKLN Invesco Senior Loan ETF | 0.00% | 15 | $326 | — |
| GRAL Grail Inc. | 0.00% | 6 | $310 | — |
| LYV Live Nation Entertainment Inc. | 0.00% | 2 | $305 | — |
| DNOW Dnow Inc. | 0.00% | 25 | $298 | — |
| PPLI People Inc. filed as IAC INC | 0.00% | 6 | $240 | — |
| GRWG Growgeneration Corp. | 0.00% | 200 | $220 | — |
| XEVTX Eaton Vance Tax-Adv DVD Inc. | 0.00% | 7 | $187 | — |
| DXC DXC Technology Co. | 0.00% | 14 | $176 | — |
| CLSK Cleanspark Inc. | 0.00% | 20 | $170 | — |
| CRNC Cerence Inc. | 0.00% | 25 | $158 | — |
| NLOP Net Lease Office Property | 0.00% | 12 | $138 | — |
| ATRA Atara Biotherapeutics Inc. | 0.00% | 28 | $132 | — |
| PSNY Polestar Automotive Class A ADS | 0.00% | 6 | $111 | — |
| DECK Deckers Outdoor Corp. | 0.00% | 1 | $100 | — |
| PDS Precision Drilling Corp. | 0.00% | 1 | $98 | — |
| NTR Nutrien Ltd. | 0.00% | 1 | $75 | — |
| XRX Xerox Holdings Corp. | 0.00% | 25 | $33 | — |
| FIVN FIVE9 Inc. | 0.00% | 2 | $30 | — |
| CNDT Conduent Inc. | 0.00% | 18 | $23 | — |
| ANGI Angi Inc. | 0.00% | 3 | $21 | — |
| KPTI Karyopharm Therapeutics Inc. | 0.00% | 1 | $6 | — |
| CYPH Cypherpunk Technologies Inc. | 0.00% | 1 | $1 | — |
Lines left out (3) · $60 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| VCSH Vanguard S/T Corp. Bond ETF | SHRT TRM CORP BD | 0 | $44 |
| SJNK SS SPDR BB St Hi Yield ETF | ST TERM HIGH ETF | 0 | $15 |
| PGX Invesco Preferred ETF | PFD ETF | 0 | $1 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $131.5M.
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.