SHP Wealth Management

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), SHP Wealth Management reported 1,970 stock positions worth $1.5 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 27.2% of the portfolio, followed by Invesco S&P International DE (IDMO, 8.5%) and iShares Core Dividend Growth (DGRO, 6.6%). Compared with Q1 2026, it opened 275 new positions, sold out of 119, added to 846 and reduced 419. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +4%) and the biggest sale Vanguard Int-Term Corporate (VCIT, shares −98%).

Most Recent 13F
Q2 2026
Location
PLYMOUTH, MA
CIK
0001807060
Portfolio Value
$1.5B (Q2 2026)
SEC Filing
0001807060-26-000005 ↗ filed Aug 11, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q4 2025: $1.3B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $1.5B $1.5B Q2 2026

Holdings 1,970 stocks · $1.5B
VOO Vanguard S&P 500 ETF 27.20% 575,720 $395.4M Add +3.8%
IDMO Invesco S&P International DE 8.48% 2,044,639 $123.3M Add +2.0%
DGRO iShares Core Dividend Growth 6.61% 1,268,880 $96.2M Add +6.0%
IUSG iShares Core S&P U.S. Growth 6.47% 500,298 $94.1M Add +0.7%
USTB Victoryshares Short-Term Bon 6.22% 1,785,374 $90.4M Add +43.0%
FELC Fidelity Enh LRG Cap Cor ETF 4.92% 1,708,384 $71.6M Add +2.4%
JEPI JPMorgan Equity Premium Inco 4.07% 1,047,209 $59.1M Add +11.2%
SPY SS SPDR S&P 500 ETF Trust-US 1.81% 35,181 $26.3M Reduce -0.2%
FLBL Franklin Senior Loan ETF 1.78% 1,128,010 $25.9M Add +8.9%
HYDB iShares High Yield Systemati 1.59% 493,375 $23.1M Add +244145.0%
XMMO Invesco S&P Midcap Momentum 1.53% 130,771 $22.2M New
AAPL Apple Inc. 1.44% 72,561 $21.0M Add +9.9%
NVDA Nvidia Corp. 1.42% 103,388 $20.7M Add +1.6%
QQQ Invesco QQQ Trust Series 1 0.91% 18,009 $13.3M Add +1.1%
FDVV Fidelity High Dividend ETF 0.87% 210,776 $12.7M Add +3.8%
LVHI Franklin International Low V 0.69% 248,046 $10.1M Reduce -2.6%
AMZN Amazon.com Inc. 0.68% 41,643 $9.9M Add +9.2%
FTHI Fthi/First Trust Exchange-TR 0.66% 402,531 $9.6M Add +7.5%
MSFT Microsoft Corp. 0.57% 22,265 $8.3M Reduce -4.8%
GOOGL Alphabet Inc. Class A 0.53% 21,550 $7.7M Add +5.6%
VTI VG Morningstar TS MKT ETF-US 0.47% 18,545 $6.9M Reduce -0.5%
IVV iShares Core S&P 500 ETF 0.38% 7,447 $5.6M Reduce -1.1%
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd 0.38% 92,916 $5.5M New
GOOG Alphabet Inc. Class C 0.31% 12,908 $4.6M Add +1.4%
MU Micron Technology Inc. 0.30% 3,820 $4.4M Add +2.5%
META Meta Platforms Inc. Class A 0.29% 7,536 $4.2M Add +6.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.29% 19,140 $4.2M Reduce -3.8%
TSLA Tesla Inc. 0.26% 9,151 $3.8M Add +8.5%
JQUA JPMorgan US Quality Factor 0.26% 53,071 $3.8M Reduce -0.1%
MS Morgan Stanley 0.26% 18,053 $3.8M Add +0.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.24% 43,401 $3.5M Reduce -87.0%
BRK.B Berkshire Hathaway Inc. Class B 0.24% 6,957 $3.5M Add +17.3%
JPM JPMorgan Chase & Co. 0.23% 10,354 $3.4M Add +5.4%
CIBR First Trust Nasdaq Cybersecu 0.23% 36,917 $3.3M Add +4.6%
AVGO Broadcom Inc. 0.22% 8,414 $3.2M Add +5.0%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.21% 50,492 $3.1M Reduce -63.9%
VEA Vanguard Ftse Developed ETF 0.21% 43,479 $3.1M Reduce -4.2%
AMAT Applied Materials Inc. 0.21% 4,221 $3.1M Add +0.6%
SYY Sysco Corp. 0.20% 35,472 $3.0M Add +0.1%
XOM Exxon Mobil Corp. 0.20% 21,685 $3.0M Reduce -0.8%
QTUM Defiance Quantum ETF 0.20% 17,619 $2.9M Add +5.6%
FBND Fidelity Total Bond ETF 0.20% 63,310 $2.9M Reduce -0.3%
LLY Eli Lilly & Co. 0.19% 2,355 $2.8M Add +2.7%
JAAA Janus Henderson Aaa Clo ETF 0.18% 52,975 $2.7M Add +14.9%
ABBV Abbvie Inc. 0.18% 10,526 $2.6M Add +8.9%
SPGM State Street SPDR Portfolio 0.17% 29,050 $2.5M Add +73.6%
CAT Caterpillar Inc. 0.16% 2,223 $2.4M Add +4.5%
RTX RTX Corp. 0.15% 11,833 $2.2M Add +20.4%
ADP Automatic Data Processing 0.15% 9,984 $2.2M Add +0.3%
JNJ Johnson & Johnson 0.15% 8,496 $2.2M Add +12.6%
GLDM SPDR Gold Minishares Trust 0.15% 26,942 $2.1M Add +27.8%
IGLD FT Vest Gold Strategy Target 0.15% 100,621 $2.1M Add +23.1%
V Visa Inc. Class A 0.15% 6,174 $2.1M Add +7.8%
JPIB JPMorgan Intl BND ETF 0.14% 43,357 $2.1M Add +7.5%
VT Vanguard Tot World STK ETF 0.14% 13,345 $2.1M Add +100.7%
GLOF iShares Global Equity Factor 0.14% 35,499 $2.1M Add +101.2%
FPAG Fpa Global Equity ETF New 0.14% 51,512 $2.1M Add +105.9%
IOO iShares Global 100 ETF 0.14% 15,078 $2.1M Add +99.7%
VB Vanguard Most SM-Cap ETF-Usd 0.14% 6,752 $2.0M Add +34.6%
AMD Advanced Micro Devices 0.14% 3,501 $2.0M Add +13.1%
ES Eversource Energy 0.14% 27,956 $2.0M Reduce -1.8%
HGER Harbor Commodity All Weather 0.14% 67,963 $2.0M Add +20.3%
MTUM iShares MSCI USA Momentum Fa 0.14% 5,739 $2.0M Add +0.7%
PG The Procter & Gamble Co. 0.13% 13,208 $1.9M Add +7.0%
SPYI Neos S&P 500 High Income ETF 0.13% 35,882 $1.9M Add +54.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.12% 20,834 $1.8M Add +26.4%
VCIT Vanguard Int-Term Corporate 0.12% 21,132 $1.7M Reduce -97.9%
MOAT Vaneck Morningstar Wide Moat 0.11% 15,832 $1.6M Reduce -27.0%
BUFR FT Vest Lad Buffervetf-Usd I 0.11% 44,634 $1.6M Reduce -29.5%
GLD SPDR Gold Shares 0.11% 4,226 $1.6M Reduce -27.9%
DELL Dell Technologies -C 0.10% 3,431 $1.5M Add +1.7%
ADI Analog Devices Inc. 0.10% 3,708 $1.5M Add +590.5%
MCD McDonald's Corp. 0.10% 5,390 $1.5M Add +0.0%
FTNT Fortinet Inc. 0.10% 9,451 $1.5M Reduce -7.6%
INTF iShares International Equity 0.10% 35,220 $1.4M Add +96.5%
FSMD Fidelity Small-Mid Multifact 0.10% 26,986 $1.4M Add +8.4%
CLOA iShares Aaa Clo Act ETF-Usdi 0.10% 27,445 $1.4M Add +37.1%
ADPV Adaptiv Select ETF 0.09% 28,213 $1.4M Add +14.5%
IYZ iShares US Telecommunication 0.09% 31,169 $1.3M Add +13.5%
WMT Walmart Inc. 0.09% 11,418 $1.3M Add +8.1%
LRCX Lam Research Corp. 0.09% 2,981 $1.3M Add +4.7%
COST Costco Wholesale Corp. 0.09% 1,377 $1.3M Add +2.3%
IJR iShares Core S&P Small-Cap E 0.09% 8,477 $1.3M Reduce -6.2%
ISTB iShares Core 1-5 Year Usd Bo 0.08% 25,162 $1.2M Reduce -32.8%
VYM Vanguard High DVD Yield ETF 0.08% 7,535 $1.2M Add +3.8%
VLO Valero Energy Corp. 0.08% 4,489 $1.2M Add +0.6%
HD Home Depot Inc. 0.08% 3,314 $1.2M Reduce -27.9%
BAC Bank of America Corp. 0.08% 20,309 $1.2M Add +25.7%
AIPO Defiance AI & Power Infr ETF 0.08% 33,767 $1.1M Add +12.7%
NATO Themes Transatlantic Defense 0.08% 27,272 $1.1M Add +14.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 3,915 $1.1M Add +2.5%
PM Philip Morris International 0.08% 6,084 $1.1M Add +2.3%
ITOT iShares Core S&P Total U.S. 0.08% 6,649 $1.1M Add +6.4%
IEFA iShares Core MSCI Eafe ETF 0.07% 11,279 $1.1M Add +3.5%
SMH Vaneck Semiconductor ETF 0.07% 1,650 $1.1M Add +33.6%
MA Mastercard Inc. Class A 0.07% 2,061 $1.1M Add +1.7%
IWF iShares Russell 1000 Growth 0.07% 8,463 $1.1M Reduce -0.3%
CSCO Cisco Systems Inc. 0.07% 8,642 $1.0M Add +24.5%
ETN Eaton Corp. PLC 0.07% 2,337 $996K Add +115.2%
VZ Verizon Communications Inc. 0.07% 23,475 $994K Add +2.8%
CARR Carrier Global Corp. 0.06% 12,560 $921K Add +17.9%
SHYG iShares 0-5 YR HY Corp. Bond 0.06% 21,650 $918K Reduce -95.9%
VIGI Vanguard Int Div App Indx FD 0.06% 9,830 $918K Reduce -20.5%
STX Seagate Technology Holdings 0.06% 943 $910K Add +0.8%
PLTR Palantir Technologies Inc. Class A 0.06% 7,796 $910K Reduce -0.4%
SCHD Schwab US DVD Equity ETF 0.06% 28,498 $904K Reduce -1.9%
WM Waste Management Inc. 0.06% 4,024 $897K Reduce -7.2%
TSM Taiwan Semiconductor-SP ADR 0.06% 1,864 $890K Add +3.8%
OMFL Invesco Russell 1000 DYN M/F 0.06% 12,961 $888K Reduce -9.2%
SRLN SS Blackstone Sr Loan ETF 0.06% 21,718 $875K Add +2.5%
MRK Merck & Co. Inc. 0.06% 6,781 $871K Add +8.0%
CVX Chevron Corp. 0.06% 5,233 $867K Add +2.1%
GD General Dynamics Corp. 0.06% 2,441 $865K Add +35.9%
FLMI Franklin Dynamic Municipal B 0.06% 34,312 $864K Add +1.9%
XLEI SS Energy SS SPDR Prem Inc. 0.06% 34,088 $860K Add +17.3%
EWY iShares MSCI South Korea ETF 0.06% 4,253 $859K Add +6.9%
SPYM Ste STR SPDR PT S&P 500 ETF 0.06% 9,625 $846K Add +161.1%
FDL First Trust Morn DVD Lead Inc. 0.06% 17,243 $839K Reduce -18.3%
MCK McKesson Corp. 0.06% 1,107 $837K Add +4.8%
FNDA Schwab Fndmntl US SM Co. ETF 0.06% 21,607 $822K Reduce -25.9%
HDV iShares Core High Dividend E 0.06% 29,891 $819K Add +3.0%
HYGH iShares Int Rate Hedg HY ETF 0.06% 9,443 $818K Add +213.2%
FLRT Pacer Aristotle Pacific Floa 0.06% 17,538 $818K Add +213.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 8,423 $811K Add +3.9%
BTX BlackRock Tech & Priv Eqty 0.06% 89,671 $810K New
TD Toronto-Dominion Bank 0.06% 6,609 $803K No change
PFXF Vaneck Pref Sec X-Financials 0.05% 44,640 $796K Add +210.1%
CRWD CrowdStrike Holdings Inc. Class A 0.05% 1,029 $785K Reduce -0.7%
ORLY O'reilly Automotive Inc. 0.05% 8,491 $782K Add +9.0%
IEMG iShares Core MSCI Emerging 0.05% 9,301 $770K Add +30.0%
PEP Pepsico Inc. 0.05% 5,659 $766K Add +68.1%
QQQM Invesco Nasdaq 100 ETF 0.05% 2,519 $763K Add +1.0%
SPGI S&P Global Inc. 0.05% 1,864 $759K Reduce -2.3%
DON Wisdomtree US Midcap Dividen 0.05% 13,420 $759K Reduce -6.5%
EFX Equifax Inc. 0.05% 4,771 $757K Reduce -0.1%
SHLD Global X Defense Tech ETF 0.05% 12,611 $753K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.05% 4,942 $749K Add +0.1%
JBND JPMorgan Active Bond ETF 0.05% 13,917 $745K Reduce -18.1%
PANW Palo Alto Networks Inc. 0.05% 2,164 $738K Add +125.2%
BN Brookfield Corp. 0.05% 17,052 $726K Add +5.5%
GEV GE Vernova Inc. 0.05% 607 $713K Add +10.0%
VCSH Vanguard S/T Corp. Bond ETF 0.05% 8,944 $707K Reduce -36.3%
SPLB SS SPDR P Long Term C ETF 0.05% 31,238 $700K Reduce -24.5%
FNF Fidelity National Financial 0.05% 14,671 $692K Add +0.0%
NUE Nucor Corp. 0.05% 3,071 $684K Add +9.8%
FTEC Fidelity MSCI Info Tech Indx 0.05% 2,383 $680K Reduce -34.8%
CTA Simplify Managed Futures St 0.05% 26,063 $676K Add +25.3%
GE General Electric filed as GE AEROSPACE 0.05% 1,808 $676K Add +4.5%
T AT&T Inc. 0.05% 32,317 $669K Add +17.8%
FDM First Trust Dow J Select Mic 0.05% 7,079 $659K Add +14.9%
NFLX Netflix Inc. 0.05% 9,202 $657K Add +13.9%
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.04% 24,852 $652K Add +219.4%
MBS Angel Oak Mortg-Bcked SE ETF 0.04% 75,353 $650K Add +218.0%
DLN Wisdomtree US Largecap Divid 0.04% 6,719 $647K Reduce -1.0%
MELI MercadoLibre Inc. 0.04% 370 $629K Add +2.5%
VEU Vanguard Ftse All-World Ex-U 0.04% 7,463 $625K Reduce -24.7%
VPU Vanguard Utilities ETF 0.04% 3,034 $594K Reduce -4.7%
UNH Unitedhealth Group Inc. 0.04% 1,429 $594K Reduce -33.7%
SO The Southern Co. 0.04% 6,177 $591K Add +12.8%
INTC Intel Corp. 0.04% 4,167 $582K Add +27.4%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.04% 292 $580K Add +14.5%
JPST JPMorgan Ultra-Short Income 0.04% 11,328 $573K Reduce -3.9%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.04% 1,663 $572K No change
USHY iShares Broad Usd High Yield 0.04% 15,434 $571K Add +6.8%
ORR Militia Long/SHRT Equity ETF 0.04% 15,694 $570K Add +26.1%
KO The Coca-Cola Co. 0.04% 6,935 $564K Add +7.5%
STT State Street Corp. 0.04% 3,299 $560K Add +16.3%
GS Goldman Sachs Group Inc. 0.04% 553 $559K Add +5.3%
HIG Hartford Insurance Group Inc. 0.04% 4,181 $554K Reduce -0.4%
CME Cme Group Inc. 0.04% 2,501 $552K Add +69.9%
VHT Vanguard Health Care ETF 0.04% 1,834 $548K No change
SMLF iShares US Smallcap Equity F 0.04% 6,070 $541K Add +98.6%
USMV iShares MSCI USA Min Vol Fac 0.04% 5,603 $540K Add +2.7%
GLW Corning Inc. 0.04% 2,114 $540K Add +33.2%
FELG Fidelity Enh LRG Cap GWTH 0.04% 12,336 $540K Reduce -15.4%
KLAC KLA Corp. 0.04% 1,787 $539K Add +213.5%
DVY iShares Select Dividend ETF 0.04% 3,412 $533K Add +42.8%
TRV The Travelers Cos Inc. 0.04% 1,568 $518K Reduce -26.4%
NEE Nextera Energy Inc. 0.04% 5,861 $514K Reduce -0.3%
MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E 0.04% 21,003 $508K Reduce -1.2%
IGIB iShares 5-10Y Inv Grade Corp. 0.03% 9,484 $504K Reduce -11.2%
SPYG SS SPDR P S&P 500 Growth ETF 0.03% 4,148 $494K Reduce -22.8%
VGT Vanguard Info Tech ETF 0.03% 4,083 $488K Reduce -15.2%
SPOT Spotify Technology SA 0.03% 1,059 $486K Add +22.1%
JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F 0.03% 5,956 $465K Reduce -98.2%
PAVE Global X US Infrastructure 0.03% 7,843 $462K Add +0.7%
CEG Constellation Energy 0.03% 1,858 $462K Add +10.5%
IWM iShares Russell 2000 ETF 0.03% 1,536 $462K Reduce -13.4%
TDIV FT Nasdaq Tech DVD Index FD 0.03% 4,000 $460K No change
QCOM Qualcomm Inc. 0.03% 2,478 $458K Add +5.1%
EMR Emerson Electric Co. 0.03% 3,156 $452K Reduce -2.5%
IWR iShares Russell Mid-Cap ETF 0.03% 4,052 $447K Reduce -15.0%
RDVY First Trust Rising Dividend 0.03% 5,428 $440K Add +2.2%
EQIX Equinix Inc. 0.03% 421 $439K Add +468.9%
BA The Boeing Co. 0.03% 2,015 $436K Reduce -0.7%
IJH iShares Core S&P Midcap ETF 0.03% 5,612 $433K Add +8.5%
GARP iShares MSCI USA Quality Gar 0.03% 5,146 $425K Add +52.2%
MRVL Marvell Technology Inc. 0.03% 1,426 $425K Add +2.1%
SPYV SS SPDR P S&P 500 Value ETF 0.03% 6,957 $423K Reduce -12.5%
NOBL Proshares S&P 500 Dividend A 0.03% 7,451 $418K Reduce -43.6%
SCHP Schwab U.S. Tips ETF 0.03% 15,722 $417K Add +142.0%
SCHB Schwab US Broad Market ETF 0.03% 14,172 $410K No change
TQQQ Proshares Ultrapro QQQ 0.03% 5,041 $408K Add +32.0%
SPHQ Invesco S&P 500 Quality ETF 0.03% 4,522 $407K Add +3.9%
SEIC Sei Investments Company 0.03% 4,566 $400K Add +0.1%
ISRG Intuitive Surgical Inc. 0.03% 1,006 $400K Add +11.5%
AON Aon PLC Class A 0.03% 1,180 $391K Add +1.1%
TXN Texas Instruments Inc. 0.03% 1,279 $381K Add +14.1%
OUST Ouster Inc. 0.03% 6,093 $381K Add +30.2%
XLK SS Technology Select Sector 0.03% 1,949 $371K Add +32.9%
UCON First Trust Smith Unconstrai 0.03% 14,801 $368K Reduce -12.5%
DUK Duke Energy Corp. 0.03% 2,904 $368K Add +32.5%
APD Air Products & Chemicals Inc. 0.03% 1,253 $367K Add +1262.0%
IXUS iShares Core Intl Stock ETF 0.03% 3,823 $365K Reduce -26.9%
MAR Marriott International Class A 0.02% 979 $363K Add +1.7%
RDVI FT Vest Rising Dividend Achi 0.02% 12,285 $361K No change
MSI Motorola Solutions Inc. 0.02% 866 $360K Reduce -0.7%
VIG Vanguard Dividend Apprec ETF 0.02% 1,492 $353K Add +3.6%
VWO Vanguard Ftse Emerging Marke 0.02% 5,891 $352K Add +79.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.02% 6,927 $350K New
ECL Ecolab Inc. 0.02% 1,252 $349K No change
BMY Bristol-Myers Squibb Co. 0.02% 5,964 $344K Add +1.6%
CCJ Cameco Corp. 0.02% 3,330 $339K Add +27.6%
ORCL Oracle Corp. 0.02% 2,298 $337K Add +6.8%
AGG iShares Core U.S. Aggregate 0.02% 3,254 $322K Add +112.7%
DASH DoorDash Inc. Class A 0.02% 1,689 $312K Add +32.2%
LNG Cheniere Energy Inc. 0.02% 1,288 $308K Add +1912.5%
LIN Linde PLC 0.02% 590 $306K Add +4.8%
MO Altria Group Inc. 0.02% 4,241 $305K Add +2.8%
IVW iShares S&P 500 Growth ETF 0.02% 2,180 $300K Add +10.7%
VRT Vertiv Holdings Co. Class A 0.02% 892 $299K Add +16.1%
ARM Arm Holdings PLC-ADR 0.02% 839 $297K Add +35.1%
QUAL iShares MSCI USA Quality Fac 0.02% 1,353 $297K Add +9.9%
IWB iShares Russell 1000 ETF 0.02% 721 $295K Reduce -13.2%
COF Capital One Financial Corp. 0.02% 1,471 $295K Add +8.6%
ALL Allstate Corp. 0.02% 1,228 $292K Add +1.7%
CNI Canadian Natl Railway Co. 0.02% 2,448 $292K Add +1.7%
VFLO Victoryshares Free Cash Flow 0.02% 6,364 $291K Reduce -48.5%
MDYG SS SPDR S&P 400 MC GR ETF 0.02% 2,570 $288K Reduce -18.5%
MRSH Marsh & McLennan Cos 0.02% 1,714 $286K Add +757.0%
SNDK Sandisk Corp. 0.02% 125 $285K Add +83.8%
SCHE Schwab Emrg Mrkts Eqty ETF 0.02% 7,740 $281K Reduce -26.8%
TXRH Texas Roadhouse Inc. 0.02% 1,444 $279K Add +3.7%
UAMY United States Antimony Corp. 0.02% 38,271 $278K No change
EFIV SS SPDR S&P 500 ESG ETF 0.02% 3,769 $275K No change
VRTX Vertex Pharmaceuticals Inc. 0.02% 544 $270K Add +3.8%
RACE Ferrari NV 0.02% 717 $267K Reduce -24.7%
MPC Marathon Petroleum Corp. 0.02% 1,042 $266K Add +1.9%
EMB iShares JP Morgan Usd Emergi 0.02% 2,728 $263K Add +4.9%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.02% 2,991 $263K No change
FIS Fidelity National Info Serv 0.02% 6,752 $263K Add +0.3%
TT Trane Technologies PLC 0.02% 534 $262K Reduce -4.6%
O Realty Income Corp. 0.02% 4,226 $262K Reduce -7.5%
MUB iShares National Muni Bond E 0.02% 2,429 $261K Add +202.1%
HYD Vaneck High Yield Muni ETF 0.02% 5,015 $258K No change
AXSM Axsome Therapeutics Inc. 0.02% 1,052 $257K Add +5.1%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.02% 5,189 $256K Add +3.1%
BLK BlackRock Inc. 0.02% 265 $255K Add +4.3%
AXP American Express Co. 0.02% 737 $249K Add +2.9%
TEL Te Connectivity PLC 0.02% 1,231 $248K Reduce -13.2%
XLV SS Health Care Select Sector 0.02% 1,560 $248K Add +3.9%
VXUS Vanguard Total Intl Stock 0.02% 2,890 $247K Add +101.0%
SDY SS SPDR S&P Dividend ETF 0.02% 1,610 $245K No change
UNP Union Pacific Corp. 0.02% 896 $244K Add +15.2%
ABT Abbott Laboratories 0.02% 2,679 $243K Add +3.6%
AIQ Global X Art Intel & Tech 0.02% 3,704 $243K Add +19.0%
ARTY iShares Future AI & Tech ETF 0.02% 3,186 $243K Reduce -27.0%
SHW The Sherwin-Williams Co. 0.02% 702 $242K No change
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.02% 459 $240K Add +6.3%
MTB M & T Bank Corp. filed as M & T BK CORP 0.02% 1,007 $240K Add +9.1%
LMT Lockheed Martin Corp. 0.02% 470 $240K Add +10.1%
GSLC Goldman Activebeta US LC ETF 0.02% 1,669 $237K No change
MET Metlife Inc. 0.02% 2,782 $235K Add +6.3%
PFE Pfizer Inc. 0.02% 9,754 $235K Add +1.5%
GILD Gilead Sciences Inc. 0.02% 1,856 $234K Add +4.8%
UBER Uber Technologies Inc. 0.02% 3,248 $234K Reduce -6.4%
ZBRA Zebra Technologies Corp. Class A 0.02% 875 $230K No change
SPCX Space Exploration Techn Class A 0.02% 1,345 $230K New
NLR Vaneck Urani & Nuclr ETF-Usd 0.02% 1,965 $228K Add +0.1%
LOW Lowe's Cos Inc. 0.02% 1,032 $228K Reduce -1.3%
AVUV Avantis US Small Cap Value 0.02% 1,807 $225K Reduce -11.8%
NUGO Nuveen Growth Opportunities 0.02% 5,179 $224K Reduce -27.3%
CVS CVS Health Corp. 0.02% 2,157 $223K Add +13.9%
SLV iShares Silver Trust 0.01% 4,091 $219K Add +15.2%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.01% 1,708 $216K Add +1.7%
SHOP Shopify Inc. Class A 0.01% 1,889 $216K Reduce -1.6%
AMT American Tower Corp. 0.01% 1,310 $214K Add +6.7%
CTVA Corteva Inc. 0.01% 2,519 $213K Reduce -0.6%
CMCSA Comcast Corp. Class A 0.01% 8,675 $213K Reduce -0.6%
BR Broadridge Financial Solutio 0.01% 1,546 $212K Add +2.6%
IDV iShares International Select 0.01% 5,070 $210K Add +1.0%
FBCG Fidelity Blue Chip Grow ETF 0.01% 3,380 $210K No change
XMVM Invesco S&P Midcap Value Wit 0.01% 2,943 $209K Add +10.9%
SCHM Schwab US Mid Cap ETF 0.01% 5,612 $207K Add +0.2%
APH Amphenol Corp. Class A 0.01% 1,172 $207K Add +33.5%
EPD Enterprise Products Partners 0.01% 5,546 $204K Add +2.2%
SYK Stryker Corp. 0.01% 642 $202K Add +87.2%
NI Nisource Inc. 0.01% 4,235 $201K Reduce -1.7%
MINT PIMCO Enhanced Short Maturit 0.01% 1,996 $201K Add +100.4%
DAL Delta Air Lines Inc. 0.01% 2,144 $201K Add +1.7%
BIBL Inspire 100 ETF 0.01% 3,452 $200K Reduce -21.5%
RSP Invesco S&P 500 Equal Weight 0.01% 935 $199K Reduce -24.1%
SHEL Shell PLC-ADR 0.01% 2,557 $198K Reduce -1.4%
IAU iShares Gold Trust 0.01% 2,608 $197K Add +3.4%
IVE iShares S&P 500 Value ETF 0.01% 864 $196K Add +17.9%
XLE SS Energy Select Sector 0.01% 3,660 $194K Add +12.0%
CAH Cardinal Health Inc. 0.01% 805 $191K Add +1.0%
SBUX Starbucks Corp. 0.01% 1,859 $190K Reduce -0.7%
BINC iShares Flex I A ETF-Usd Inc. 0.01% 3,605 $189K Add +1.4%
TER Teradyne Inc. 0.01% 387 $187K Add +320.6%
ITA iShares U.S. Aerospace & Def 0.01% 767 $186K Add +289.3%
DLR Digital Realty Trust Inc. 0.01% 1,028 $185K Add +144.2%
JCI Johnson Controls Internation 0.01% 1,261 $184K Add +6.4%
QQQJ Invesco Nasdaq Next Gen 100 0.01% 4,004 $182K Reduce -27.3%
CL Colgate-Palmolive Co. 0.01% 1,969 $181K Add +0.8%
VGSH Vanguard Short-Term Treasury 0.01% 3,098 $180K Reduce -10.8%
C Citigroup Inc. 0.01% 1,286 $180K Reduce -3.7%
CRWV Coreweave Inc. Class A 0.01% 1,803 $179K Add +16.1%
NVS Novartis AG-Sponsored ADR 0.01% 1,144 $179K Reduce -4.7%
IDEV iShares Core MSCI Dev MKTS 0.01% 2,008 $179K New
IONQ Ionq Inc. 0.01% 3,309 $176K Reduce -2.8%
ITW Illinois Tool Works 0.01% 645 $175K Add +37.5%
Q Qnity Electronics Inc. 0.01% 1,067 $174K Reduce -16.1%
IGOV iShares International Treasu 0.01% 4,223 $173K No change
NEM Newmont Corp. 0.01% 1,847 $173K Reduce -4.7%
AMGN Amgen Inc. 0.01% 473 $171K Add +8.0%
COP Conocophillips 0.01% 1,640 $171K Add +25.3%
TMO Thermo Fisher Scientific Inc. 0.01% 339 $170K Add +55.5%
XYZ Block Inc. 0.01% 2,220 $169K Add +3.4%
HPE Hewlett Packard Enterprise 0.01% 3,721 $168K Add +3.2%
ROK Rockwell Automation Inc. 0.01% 338 $167K Add +634.8%
RDDT Reddit Inc. Class A 0.01% 964 $167K Add +776.4%
OALC Oneascent Large Cap Core 0.01% 4,074 $167K Reduce -8.4%
IBD Inspire Corporate Bond ETF 0.01% 7,004 $166K Reduce -5.7%
ANET Arista Networks Inc. 0.01% 980 $166K Add +0.1%
PRU Prudential Financial Inc. 0.01% 1,539 $166K Reduce -13.5%
SLYG SS SPDR S&P 600 SC GR ETF 0.01% 1,393 $166K Reduce -22.1%
FTMA FR Massachusetts Mun Inc. ETF 0.01% 18,054 $165K Reduce -9.6%
HON Honeywell International Inc. 0.01% 734 $164K Add +16.9%
XLP SS Consumer Staples Sel Sect 0.01% 1,972 $164K Add +109.8%
INDB Independent Bank Corp. 0.01% 1,944 $163K Reduce -17.9%
HONA Honeywell Aerospace Inc. 0.01% 734 $162K Add +16.9%
HYS PIMCO 0-5 Year H/Y Corp. Bond 0.01% 1,694 $158K Add +0.1%
BNY Bank of New York Mellon Corp. 0.01% 1,084 $157K Add +52.0%
TPR Tapestry Inc. 0.01% 1,060 $155K Reduce -9.3%
CORT Corcept Therapeutics Inc. 0.01% 1,774 $154K Reduce -10.2%
BOXX Alpha Architect 1-3 MNTH Box 0.01% 1,313 $154K No change
CI The Cigna Group 0.01% 557 $153K Add +14.1%
AME Ametek Inc. 0.01% 633 $153K No change
HLT Hilton Worldwide Holdings Inc. 0.01% 463 $153K Reduce -31.6%
IJS iShares S&P Small-Cap 600 Va 0.01% 1,118 $153K No change
VXF Vanguard Extended Market ETF 0.01% 618 $152K Reduce -8.7%
GDX Vaneck Gold Miners ETF 0.01% 1,975 $149K Add +5.6%
SCHX Schwab US Large-Cap ETF 0.01% 5,036 $148K Reduce -12.9%
VRIG Invesco Variable Rate Invest 0.01% 5,890 $148K Reduce -40.3%
BIL SS SPDR BB 1-3M T-Bill ETF 0.01% 1,585 $145K Reduce -1.2%
XLF SS Financial Select Sector 0.01% 2,673 $143K Add +14.6%
IWD iShares Russell 1000 Value E 0.01% 588 $143K Reduce -2.3%
SE Sea Ltd.-ADR 0.01% 1,487 $143K Reduce -11.6%
WFC Wells Fargo & Co. 0.01% 1,706 $141K Add +8.7%
MDLZ Mondelez International Inc. Class A 0.01% 2,424 $140K Add +23.8%
PFFD Global X US Preferred ETF 0.01% 7,414 $139K Add +51.1%
MMM 3M Co. 0.01% 852 $138K Add +32.7%
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO 0.01% 1,197 $138K Add +0.3%
CCI Crown Castle Inc. 0.01% 1,815 $137K Reduce -6.3%
RY Royal Bank of Canada 0.01% 664 $137K Add +2.5%
ETR Entergy Corp. 0.01% 1,196 $137K Add +10.2%
BSX Boston Scientific Corp. 0.01% 3,176 $136K Add +33.0%
SPTM SS SPDR P S&P 1500 Comp ETF 0.01% 1,484 $135K Reduce -2.6%
BX Blackstone Inc. 0.01% 1,136 $134K Add +16.2%
FIX Comfort Systems USA Inc. 0.01% 67 $132K Add +11.7%
WBD Warner Bros Discovery Inc. 0.01% 4,957 $132K Reduce -0.7%
BALI Is US LRG CP Pre Inc. Act-Usd 0.01% 3,877 $131K Reduce -3.6%
ED Consolidated Edison Inc. 0.01% 1,182 $131K Add +2.3%
PPA Invesco Aerospace & Defense 0.01% 739 $131K Add +2.1%
TDY Teledyne Technologies Inc. 0.01% 195 $130K Reduce -2.5%
CMI Cummins Inc. 0.01% 182 $130K Reduce -2.7%
CRM Salesforce Inc. 0.01% 824 $129K Add +43.1%
HYT BlackRock Corp. Hi YLD 0.01% 15,070 $129K New
ENB Enbridge Inc. 0.01% 2,350 $127K Reduce -5.6%
PSX Phillips 66 0.01% 745 $126K Add +2.3%
TMUS T-Mobile US Inc. 0.01% 750 $126K Add +79.9%
IWV iShares Russell 3000 ETF 0.01% 292 $125K Add +0.3%
BND Vanguard Total Bond Market 0.01% 1,695 $124K Add +589.0%
IWN iShares Russell 2000 Value E 0.01% 547 $121K Add +30.9%
RVTY Revvity Inc. 0.01% 1,075 $120K Reduce -24.1%
VCLT Vanguard Long-Term Corp. Bond 0.01% 1,573 $118K Reduce -1.0%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.01% 2,978 $118K Reduce -33.1%
AEP American Electric Power 0.01% 862 $118K Add +6.3%
UPS United Parcel Service Class B 0.01% 1,095 $118K Add +4.6%
FDN First Trust DJ Internet Ind 0.01% 440 $116K Add +214.3%
MFC Manulife Financial Corp. 0.01% 2,849 $115K Add +3.6%
PLD Prologis Inc. 0.01% 846 $115K Add +88.8%
FNDX Schwab Fndmntl US LRG Co. ETF 0.01% 3,684 $115K No change
NBIS Nebius Group NV 0.01% 412 $114K Add +29.6%
D Dominion Energy Inc. 0.01% 1,659 $113K Add +2.4%
HIMS Hims & Hers Health Inc. 0.01% 3,233 $112K Add +2.4%
CEF Sprott Physical Gold and Sil 0.01% 2,770 $111K No change
SNOW Snowflake Inc. 0.01% 437 $111K Add +114.2%
EQT Eqt Corp. 0.01% 2,075 $110K Reduce -19.1%
TGT Target Corp. 0.01% 844 $110K Add +0.4%
OKE Oneok Inc. 0.01% 1,263 $110K Reduce -7.4%
PNC PNC Financial Services Group 0.01% 444 $109K Reduce -1.8%
VUSB Vanguard Ultra Short Bond Et 0.01% 2,154 $107K Reduce -37.2%
BTZ BlackRock Credit Allocation 0.01% 10,477 $107K New
JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F 0.01% 1,157 $106K Add +2.2%
SLB SLB Ltd. filed as SLB LIMITED 0.01% 2,255 $105K Add +2.5%
IWO iShares Russell 2000 Growth 0.01% 266 $105K Add +40.0%
KMB Kimberly-Clark Corp. 0.01% 944 $104K Reduce -13.6%
USFR Wisdomtree Floating Rate Tre 0.01% 2,052 $103K No change
CAGE Calamos Autocalla Gro ETF 0.01% 3,612 $100K New
BIZD Vaneck BDC Income ETF 0.01% 7,839 $99K Add +111.3%
CRL Charles River Laboratories 0.01% 437 $99K Reduce -1.1%
KMI Kinder Morgan Inc. 0.01% 3,099 $99K Add +24.9%
SCHF Schwab Intl Equity ETF 0.01% 3,532 $98K Add +0.0%
IMO Imperial Oil Ltd. 0.01% 873 $98K Add +0.6%
MCHP Microchip Technology Inc. 0.01% 1,059 $97K Add +3.4%
NOW ServiceNow Inc. 0.01% 972 $97K Reduce -7.3%
BKNG Booking Holdings Inc. 0.01% 538 $96K Reduce -23.1%
HTGC Hercules Capital Inc. 0.01% 6,045 $95K New
TSLS Direxion Daily Tsla Bear 1X 0.01% 1,855 $95K Add +1.4%
VNQ Vanguard Real Estate ETF 0.01% 983 $95K Add +89.4%
INTU Intuit Inc. 0.01% 363 $95K Add +31.1%
WELL Welltower Inc. 0.01% 412 $94K Add +258.3%
VST Vistra Corp. 0.01% 586 $93K Add +2.6%
KNG FT Vest S&P 500 DVD Arst TRG 0.01% 1,831 $92K Reduce -15.2%
VIS Vanguard Industrials ETF 0.01% 254 $92K Reduce -7.3%
SU Suncor Energy Inc. 0.01% 1,693 $91K Add +13.4%
VONG Vanguard Russell 1000 Growth 0.01% 697 $89K Add +148.0%
SCHA Schwab US Small-Cap ETF 0.01% 2,464 $89K No change
GSK GSK PLC-Spon ADR 0.01% 1,673 $88K Add +2.2%
DD Dupont DE Nemours Inc. 0.01% 644 $87K Reduce -1.8%
WDC Western Digital Corp. 0.01% 136 $87K Add +130.5%
XLY SS Consumer Disc Select Sect 0.01% 732 $86K Add +10.9%
EUAD Select Stoxx Eur Aer DE ETF 0.01% 2,033 $86K No change
NOC Northrop Grumman Corp. 0.01% 168 $86K Add +9.1%
EVX Vaneck Environmental Service 0.01% 2,072 $85K Add +295.4%
SUSB iShares ESG Aware 1-5 Year U 0.01% 3,402 $85K No change
VONV Vanguard Russell 1000 Value 0.01% 799 $85K New
VCR Vanguard Consumer Discre ETF 0.01% 213 $84K No change
PGR Progressive Corp. 0.01% 382 $83K Add +17.9%
CB Chubb Ltd. 0.01% 244 $83K Add +52.5%
DFAC Dimensional US Core Equity 2 0.01% 1,867 $83K Add +237.0%
SUSC iShares ESG Aware Usd Corpor 0.01% 3,558 $82K No change
QHY Wisdomtree US High Yield Cor 0.01% 1,785 $82K Reduce -24.7%
IDU iShares US Utilities ETF 0.01% 700 $80K No change
GPC Genuine Parts Co. 0.01% 679 $80K Reduce -1.2%
WBS Webster Financial Corp. 0.01% 1,046 $80K No change
GSEU Goldman Activebta Eur Eq ETF 0.01% 1,641 $80K Add +1.9%
DE Deere & Co. 0.01% 126 $80K Add +21.1%
ICE Intercontinental Exchange Inc. 0.01% 644 $79K Reduce -5.3%
CRTC Xtrackers US NTL Critic Tech 0.01% 2,031 $79K Reduce -16.8%
ICLN iShares Global Clean Energy 0.01% 3,852 $79K Add +12.0%
NWG Natwest Group PLC -Spon ADR 0.01% 4,443 $78K Reduce -4.7%
RKLB Rocket Lab Corp. 0.01% 762 $77K Add +0.3%
AZN Astrazeneca PLC 0.01% 402 $76K Reduce -2.4%
IYJ iShares U.S. Industrials ETF 0.01% 456 $76K Add +870.2%
PICB Invesco International Corpor 0.01% 3,278 $76K No change
NVO Novo-Nordisk A/S-Spons ADR 0.01% 1,574 $75K Add +19.8%
BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED 0.01% 906 $75K Add +29.4%
BWXT BWX Technologies Inc. 0.01% 388 $75K Add +7660.0%
UMC United Microelectron-SP ADR 0.01% 2,767 $75K Add +21.3%
EFAV iShares MSCI Eafe Min Vol Fa 0.01% 843 $74K Add +473.5%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.01% 269 $74K No change
SOXX iShares Semiconductor ETF 0.01% 114 $73K Add +21.3%
NBBK NB Bancorp Inc. 0.01% 3,459 $73K Add +0.1%
EFA iShares MSCI Eafe ETF 0.01% 697 $72K Add +5.0%
WWJD Inspire International ETF 0.01% 1,897 $72K Reduce -21.0%
DBEF Xtrackers MSCI Eafe Hedged E 0.00% 1,309 $72K New
ACN Accenture PLC Class A 0.00% 568 $71K Reduce -1.7%
KEYS Keysight Technologies Inc. 0.00% 202 $71K Add +66.9%
FCX Freeport-McMoran Inc. 0.00% 1,120 $70K Add +44.7%
CLS Celestica Inc. 0.00% 192 $70K Reduce -6.8%
AFL Aflac Inc. 0.00% 595 $70K Add +8.2%
DRI Darden Restaurants Inc. 0.00% 335 $69K Add +4.4%
XEL Xcel Energy Inc. 0.00% 837 $67K Add +6.2%
SCHW Schwab (charles) Corp. 0.00% 727 $67K Reduce -24.3%
WCN Waste Connections Inc. 0.00% 402 $67K Add +1.3%
VLUE iShares MSCI USA Value Facto 0.00% 335 $67K Add +0.3%
FCFS Firstcash Holdings Inc. 0.00% 309 $67K No change
IYY iShares Dow Jones U.S. ETF 0.00% 366 $67K Add +3.4%
SPAB SS SPDR P Agg Bond ETF 0.00% 2,612 $67K Reduce -0.5%
F Ford Motor Co. filed as FORD MTR CO 0.00% 4,761 $66K Add +9.7%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.00% 1,245 $66K No change
PSA Public Storage 0.00% 206 $65K Add +10.2%
FDRR Fidelity Div ETF Rise Rates 0.00% 1,005 $65K Add +0.5%
EOG EOG Resources Inc. 0.00% 501 $65K Add +421.9%
WY Weyerhaeuser Co. 0.00% 2,711 $65K Add +0.0%
NGG National Grid PLC-SP ADR 0.00% 781 $65K Add +42.3%
LITE Lumentum Holdings Inc. 0.00% 75 $64K Add +44.2%
BE Bloom Energy Corp. Class A 0.00% 210 $64K Add +2.4%
EFV iShares MSCI Eafe Value ETF 0.00% 830 $64K Add +43.1%
RL Ralph Lauren Corp. 0.00% 158 $63K Reduce -2.5%
ON On Semiconductor 0.00% 664 $63K Add +4.1%
RITM Rithm Capital Corp. 0.00% 6,659 $63K Add +3.4%
BP BP PLC-Spons ADR 0.00% 1,661 $61K Add +12.2%
LYV Live Nation Entertainment Inc. 0.00% 335 $61K Add +14.3%
SBR Sabine Royalty Trust 0.00% 836 $61K Add +1.8%
SMMD iShares Russell 2500 ETF 0.00% 666 $61K Add +0.1%
OACP Oneascent Core Plus Bond ETF 0.00% 2,680 $61K No change
VFH Vanguard Financials ETF 0.00% 461 $61K Add +67.0%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.00% 1,305 $60K Add +13.0%
SCHG Schwab US Large-Cap Growth 0.00% 1,757 $59K No change
CSL Carlisle Cos Inc. 0.00% 163 $59K Add +0.6%
MUSA Murphy USA Inc. 0.00% 109 $59K Add +0.9%
IEI iShares 3-7 Year Treasury Bo 0.00% 491 $58K Reduce -42.0%
APAM Artisan Partners Asset Ma -A 0.00% 1,665 $57K Add +2.1%
VOLT Tema Electrification 0.00% 1,371 $57K Add +15.2%
BBVA Banco Bilbao Vizcaya-SP ADR 0.00% 2,288 $57K Add +11.7%
WTFC Wintrust Financial Corp. 0.00% 356 $57K Add +0.6%
VOTE TCW Transform 500 ETF 0.00% 646 $57K No change
CIEN Ciena Corp. 0.00% 116 $57K Add +300.0%
COR Cencora Inc. 0.00% 200 $57K Add +12.4%
RMBS Rambus Inc. 0.00% 426 $57K Add +280.4%
OTIS Otis Worldwide Corp. 0.00% 789 $57K Add +467.6%
EBC Eastern Bankshares Inc. 0.00% 2,530 $56K Add +0.1%
VTIP Vanguard Short-Term Tips 0.00% 1,120 $56K Add +319.5%
REGL Prshrs S&P Mid 400 DVD Arist 0.00% 611 $56K No change
XTN SS SPDR S&P Transport ETF 0.00% 480 $56K Add +26.3%
PL Planet Labs PBC 0.00% 1,674 $55K Add +148.0%
CSX CSX Corp. 0.00% 1,165 $55K Add +5.8%
CINF Cincinnati Financial Corp. 0.00% 299 $55K Add +6.0%
USRT iShares Core US REIT ETF 0.00% 823 $55K Add +0.6%
SGI Somnigroup International Inc. 0.00% 696 $55K Reduce -4.7%
SRAD Sportradar Group AG-A 0.00% 3,628 $54K Add +5.1%
GRMN Garmin Ltd. 0.00% 229 $54K Reduce -5.4%
RCL Royal Caribbean Cruises Ltd. 0.00% 170 $54K Add +6.9%
EFAS Global X MSCI Superdividend 0.00% 2,512 $54K No change
TOST Toast Inc. Class A 0.00% 1,926 $54K Add +67.8%
UBS UBS Group AG-Reg 0.00% 1,077 $53K Add +11.8%
VOX Vanguard Communication Servi 0.00% 288 $53K No change
TTE Totalenergies SE 0.00% 680 $53K Add +5.4%
IGV iShares Expanded Tech-Softwa 0.00% 579 $52K Add +13.1%
PH Parker Hannifin Corp. 0.00% 53 $52K Add +76.7%
FPE FT-Preferred Secur & Inc. ETF 0.00% 2,911 $52K New
MDT Medtronic PLC 0.00% 663 $52K Reduce -13.1%
SPG Simon Property Group Inc. 0.00% 232 $52K Add +4.5%
HWM Howmet Aerospace Inc. 0.00% 192 $52K Add +69.9%
LRGE Clearbridge Large Cap Growth 0.00% 596 $51K No change
IUSV iShares Core S&P U.S. Value 0.00% 460 $51K Add +37.7%
DKNG Draftkings Inc. Class A 0.00% 1,996 $50K Add +48.7%
BDJ BlackRock Enhanced Eqty DVD 0.00% 5,256 $50K No change
P Everpure Inc. Class A 0.00% 636 $50K Add +0.2%
DHR Danaher Corp. 0.00% 263 $50K Add +4.8%
SHY iShares 1-3 Year Treasury Bo 0.00% 609 $50K Reduce -86.8%
WMB Williams Cos Inc. 0.00% 671 $50K Add +5.5%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.00% 1,096 $50K Reduce -46.9%
MP MP Materials Corp. 0.00% 887 $50K Add +106.8%
IJK iShares S&P Mid-Cap 400 Grow 0.00% 421 $49K Add +13.8%
LYB Lyondellbasell Indu Class A 0.00% 939 $49K Add +2.3%
FG F&G Annuities & Life Inc. 0.00% 1,839 $49K No change
NSC Norfolk Southern Corp. 0.00% 155 $49K Add +4.7%
STM Stmicroelectronics NV-NY SHS 0.00% 648 $49K Add +440.0%
IAT iShares US Regional Banks Et 0.00% 777 $48K No change
QQQH Neos NDQ-100 HG Eq Inc. ETF 0.00% 866 $48K Add +2.1%
IBKR Interactive Brokers Gro Class A 0.00% 555 $48K Add +6.7%
FLEX Flex Ltd. 0.00% 297 $48K Add +4.2%
DTH Wisdomtree International Hig 0.00% 887 $48K Reduce -42.9%
CEFS Saba Opport Hedg Cef ETF-Usd 0.00% 1,864 $48K No change
SPYD SS SPDR P S&P 500 Hi Div ETF 0.00% 1,000 $48K No change
BSV Vanguard Short-Term Bond ETF 0.00% 611 $48K Reduce -2.5%
UL Unilever PLC-Sponsored ADR 0.00% 792 $48K Add +10.0%
JMUB JPMorgan Municipal ETF 0.00% 934 $47K No change
IBB iShares Biotechnology ETF 0.00% 246 $47K Add +5.6%
OEF iShares S&P 100 ETF 0.00% 128 $47K Add +0.8%
LH Labcorp Holdings Inc. 0.00% 166 $46K Add +1.2%
IGSB iShares 1-5Y Inv Grade Corp. 0.00% 884 $46K Reduce -1.8%
TFC Truist Financial Corp. 0.00% 927 $46K Add +0.9%
HSY The Hershey Co. 0.00% 262 $46K Reduce -16.0%
BIIB Biogen Inc. 0.00% 213 $46K Reduce -12.0%
PEJ Invesco Leisure & Entertainm 0.00% 690 $46K No change
IDA Idacorp Inc. 0.00% 300 $45K Reduce -2.0%
OTTR Otter Tail Corp. 0.00% 500 $45K No change
NXPI NXP Semiconductors NV 0.00% 160 $45K Add +22.1%
XLI SS Industrial Select Sector 0.00% 242 $45K Add +16.4%
CCL Carnival Corp. Ltd. 0.00% 1,527 $44K Reduce -0.7%
EEM iShares MSCI Emerging Market 0.00% 638 $44K Add +0.3%
DOV Dover Corp. 0.00% 193 $43K Add +1.6%
EXC Exelon Corp. 0.00% 928 $43K Add +30.9%
NFG National Fuel Gas Co. 0.00% 560 $43K Add +1.8%
NEAR iShares SH Dba ETF Usd Inc. 0.00% 850 $43K New
BDX Becton Dickinson and Co. 0.00% 281 $43K Add +57.9%
CWST Casella Waste Systems Inc. Class A 0.00% 438 $42K No change
BRX Brixmor Property Group Inc. 0.00% 1,341 $42K Add +1.9%
AROC Archrock Inc. 0.00% 1,030 $42K Add +564.5%
DKS Dick's Sporting Goods Inc. 0.00% 184 $42K Reduce -5.2%
PII Polaris Inc. 0.00% 609 $42K Reduce -6.5%
OKTA Okta Inc. 0.00% 304 $41K Reduce -8.2%
MPWR Monolithic Power Systems Inc. 0.00% 30 $41K Add +42.9%
DTE DTE Energy Company 0.00% 269 $41K Reduce -2.2%
RIOT Riot Platforms Inc. 0.00% 1,493 $41K No change
NVR NVR Inc. 0.00% 6 $41K Add +20.0%
UCO Proshares Ultra Bloomberg CR 0.00% 1,238 $41K No change
BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP 0.00% 500 $41K No change
MBB iShares MBS ETF 0.00% 431 $41K Add +60.8%
ESGV Vanguard ESG US Stock ETF 0.00% 307 $41K No change
EYLD Cambria Emerg Shrhldr Yield 0.00% 893 $41K Reduce -16.4%
VIK Viking Holdings Ltd. 0.00% 387 $40K Add +26.5%
DMXF iShares ESG Advanc MSCI Eafe 0.00% 478 $40K No change
L Loews Corp. 0.00% 357 $40K Reduce -1.1%
NVTS Navitas Semiconductor Corp. 0.00% 2,250 $40K Add +12.5%
CP Canadian Pacific Kansas City 0.00% 464 $40K Add +1350.0%
FDX FedEx Corp. 0.00% 126 $39K Add +37.0%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.00% 412 $39K Add +32.0%
TPHD Timothy Plan High DVD STCK 0.00% 922 $39K No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.00% 2,139 $39K Reduce -3.3%
WAT Waters Corp. 0.00% 103 $39K Add +9.6%
QYLD Global X Nasd 100 Cov Call 0.00% 2,082 $38K Add +16.8%
TAK Takeda Pharmaceutic-SP ADR 0.00% 2,393 $38K Reduce -5.7%
GWW WW Grainger Inc. 0.00% 28 $38K Add +3.7%
SAN Banco Santander SA-Spon ADR 0.00% 2,749 $38K Add +19.3%
GSL Global Ship Lease Inc. Class A 0.00% 1,008 $38K Add +0.8%
PR Permian Resources Corp. Class A 0.00% 2,054 $38K Add +3.2%
MSTR Strategy Inc. 0.00% 434 $38K Reduce -69.4%
POR Portland General Electric Co. 0.00% 727 $38K Add +1.8%
XBI SS SPDR S&P Biotech ETF 0.00% 238 $38K Add +4660.0%
SPBO SS SPDR P Corp. Bond ETF 0.00% 1,292 $38K No change
TPLC Timothy PLN US LRG/Mid Cap 0.00% 739 $37K Reduce -47.7%
ILTB iShares Core 10+ Year Usd Bo 0.00% 745 $37K Reduce -56.3%
FXD First Trust Consumer Discret 0.00% 530 $37K No change
XMHQ Invesco S&P Midcap Qual ETF 0.00% 324 $37K No change
MSCI MSCI Inc. 0.00% 65 $36K Add +12.1%
PWR Quanta Services Inc. 0.00% 51 $36K Add +21.4%
GNRC Generac Holdings Inc. 0.00% 124 $36K Add +12300.0%
SHE SS SPDR MSCI U Gend Div ETF 0.00% 231 $36K No change
FUTY Fidelity MSCI US Utilities 0.00% 610 $36K Add +91.8%
REGN Regeneron Pharmaceuticals 0.00% 57 $36K Add +14.0%
ADSK Autodesk Inc. 0.00% 183 $36K Reduce -15.7%
APLD Applied Digital Corp. 0.00% 950 $35K Add +18.8%
VDE Vanguard Energy ETF 0.00% 235 $35K Reduce -44.0%
AZO AutoZone Inc. 0.00% 11 $35K Add +37.5%
WPC WP Carey Inc. 0.00% 486 $35K Add +1.7%
HOOD Robinhood Markets Inc. Class A 0.00% 346 $35K Reduce -9.4%
CLX Clorox Company 0.00% 362 $35K Add +5.5%
VWOB Vanguard Emerg MKTS Gov BND 0.00% 512 $34K Add +4554.6%
ARKX ARK Space & Defense Innovati 0.00% 1,000 $34K No change
FSTA Fidelity MSCI Cons Stap Indx 0.00% 648 $34K Add +170.0%
LHX L3HARRIS Technologies Inc. 0.00% 117 $34K Reduce -3.3%
UBSI United Bankshares Inc. 0.00% 741 $34K Reduce -28.8%
PLNT Planet Fitness Inc. Class A 0.00% 650 $34K No change
SR Spire Inc. 0.00% 434 $34K Add +1.4%
ROST Ross Stores Inc. 0.00% 159 $34K Add +50.0%
ALNY Alnylam Pharmaceuticals Inc. 0.00% 112 $34K Reduce -1.8%
GWRE Guidewire Software Inc. 0.00% 272 $33K Add +36.0%
GRID First TRST Nasd Class Edg Sgiif 0.00% 173 $33K Add +51.8%
NMT Nuveen Ma QLTY Muni Inc. 0.00% 2,516 $33K No change
TDG Transdigm Group Inc. 0.00% 24 $33K Add +118.2%
PYPL PayPal Holdings Inc. 0.00% 749 $32K Reduce -9.4%
UNM Unum Group 0.00% 362 $32K Add +1.1%
CDNS Cadence Design SYS Inc. 0.00% 86 $32K Add +22.9%
BXSL Blackstone Secured Lending F 0.00% 1,355 $32K Reduce -52.7%
SNPS Synopsys Inc. 0.00% 72 $32K Add +35.9%
LUV Southwest Airlines Co. 0.00% 622 $32K Reduce -3.7%
SMCI Super Micro Computer Inc. 0.00% 1,078 $32K Add +2.2%
GPIX GLDM SA S&P 500 PR in ETF-US 0.00% 566 $31K New
APP AppLovin Corp. Class A 0.00% 61 $31K Reduce -52.7%
XDTE Roundhi S&P 500 0DTE CCS ETF 0.00% 798 $31K New
NRG NRG Energy Inc. 0.00% 213 $31K Reduce -19.3%
CPNG Coupang Inc. 0.00% 1,782 $31K No change
AEM Agnico Eagle Mines Ltd. 0.00% 199 $31K Add +107.3%
GLPI Gaming and Leisure Propertie 0.00% 689 $31K Reduce -0.9%
MAGS Roundhill Magnificent Seven 0.00% 473 $30K No change
FREL Fidelity MSCI RL Est Indx 0.00% 1,037 $30K Add +3.7%
TWLO Twilio Inc. Class A 0.00% 147 $30K Reduce -27.2%
A Agilent Technologies Inc. 0.00% 228 $30K Add +2.2%
SDIV Global X Superdividend ETF 0.00% 1,237 $30K Reduce -20.8%
JCPB JPMorgan Core Plus Bond ETF 0.00% 643 $30K Add +0.9%
SCCO Southern Copper Corp. 0.00% 173 $30K Add +0.6%
AGGY Wisdomtree Yield Enhanced US 0.00% 692 $30K Add +0.4%
AVIG Avantis Core Fixed Income 0.00% 725 $30K Add +0.4%
FPFD Fidelity Preferred Sec Inc. 0.00% 1,400 $30K New
PKG Packaging Corp. of America 0.00% 126 $30K Add +5.0%
LWAY Lifeway Foods Inc. 0.00% 1,000 $30K No change
TLT iShares 20+ Year Treasury BD 0.00% 343 $30K Add +243.0%
SKT Tanger Inc. 0.00% 750 $30K No change
BEPC Brookfield Renewable Corp. 0.00% 796 $30K Reduce -2.0%
IDXX Idexx Laboratories Inc. 0.00% 56 $29K Reduce -1.8%
PDI PIMCO Dynamic Income Fund 0.00% 1,762 $29K Add +173.6%
NET Cloudflare Inc. Class A 0.00% 119 $29K Reduce -14.4%
CVNA Carvana Co. 0.00% 444 $29K Reduce -0.2%
AVY Avery Dennison Corp. 0.00% 180 $29K Add +2150.0%
FAF First American Financial 0.00% 426 $29K Reduce -6.8%
IWP iShares Russell Mid-Cap Grow 0.00% 199 $29K Reduce -22.9%
HPQ HP Inc. 0.00% 1,326 $29K Add +6.4%
HACK Amplify Cybersecurity ETF 0.00% 276 $29K No change
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU 0.00% 337 $29K No change
VSS Vanguard Ftse All Wo X-US SC 0.00% 187 $29K No change
IP International Paper Co. 0.00% 756 $29K Reduce -34.3%
SYM Symbotic Inc. 0.00% 639 $29K Add +13.5%
SPHY SS SPDR P High Yield ETF 0.00% 1,217 $29K New
QGRO American Century US Quality 0.00% 241 $28K No change
NKE Nike Inc. Class B 0.00% 692 $28K Add +1.2%
EIX Edison International 0.00% 380 $28K Add +1.9%
DFAE Dimensional Emerging Core Eq 0.00% 702 $28K Reduce -18.4%
LSCC Lattice Semiconductor Corp. 0.00% 184 $28K Add +2200.0%
SCZ iShares MSCI Eafe Small-Cap 0.00% 341 $28K Reduce -5.3%
BSCQ Invesco Bulletshares 2026 CB 0.00% 1,433 $28K New
IYH iShares U.S. Healthcare ETF 0.00% 415 $28K Add +93.0%
WYNN WYNN Resorts Ltd. 0.00% 286 $28K Add +4.8%
EMLP First Trust North American E 0.00% 634 $28K Reduce -10.6%
MUFG Mitsubishi Ufj Finl-Spon ADR 0.00% 1,373 $27K Add +72.9%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.00% 400 $27K New
ZFEB Inotr Eq Def PR ETF - 1 YR F 0.00% 1,043 $27K No change
EVRG Evergy Inc. 0.00% 312 $27K Reduce -9.6%
VAC Marriott Vacations World 0.00% 265 $27K Add +1.1%
VEEV Veeva Systems Inc. Class A 0.00% 152 $27K Add +17.8%
SOFI Sofi Technologies Inc. 0.00% 1,500 $27K Add +47.6%
IJJ iShares S&P Mid-Cap 400 Valu 0.00% 182 $27K Add +33.8%
RIO Rio Tinto PLC-Spon ADR 0.00% 283 $27K Reduce -3.1%
ONB Old National Bancorp 0.00% 1,031 $27K Add +3.1%
NOK Nokia Corp.-Spon ADR 0.00% 2,006 $27K Add +216.9%
SAP Sap SE-Sponsored ADR 0.00% 172 $27K Add +12.4%
DLTR Dollar Tree Inc. 0.00% 219 $26K Add +16.5%
SCHH Schwab US REIT ETF 0.00% 1,118 $26K No change
NJR New Jersey Resources Corp. 0.00% 470 $26K No change
IWMI Neos Russell 2000 High Inc. 0.00% 491 $26K New
OHI Omega Healthcare Investors 0.00% 550 $26K No change
JHML John Hancock Multi Fact LRG 0.00% 294 $26K No change
PPL PPL Corp. 0.00% 719 $26K Reduce -1.6%
MLPA Global X MLP ETF 0.00% 492 $26K No change
MDY State Street SPDR S&P Midcap 0.00% 37 $26K No change
NIHI Neos MSCI Eafe High Income-U 0.00% 504 $26K New
HBM Hudbay Minerals Inc. 0.00% 1,100 $26K No change
CBOE Cboe Global Markets Inc. 0.00% 107 $26K Add +148.8%
PDT John Hancock Prem DVD FND 0.00% 2,005 $26K Reduce -7.2%
WEC WEC Energy Group Inc. 0.00% 222 $26K Add +13.3%
XPGPX PIMCO GLBL Stockspl & Inc. 0.00% 3,000 $26K New
AIG American International Group 0.00% 342 $25K Reduce -22.4%
EXR Extra Space Storage Inc. 0.00% 175 $25K Reduce -7.9%
SII Sprott Inc. 0.00% 225 $25K No change
ABNB Airbnb Inc. Class A 0.00% 176 $25K Add +10.7%
MAS Masco Corp. 0.00% 310 $25K Add +5.4%
EPAM Epam Systems Inc. 0.00% 315 $25K Add +2525.0%
SNA Snap-on Inc. 0.00% 62 $25K Add +3.3%
BNDX Vanguard Total Intl Bond ETF 0.00% 511 $25K Add +5010.0%
FLKR Franklin Ftse South Korea 0.00% 374 $25K Reduce -11.8%
HRB H&R Block Inc. filed as BLOCK H & R INC 0.00% 636 $24K Add +11.4%
CTAS Cintas Corp. 0.00% 141 $24K Add +62.1%
DDOG Datadog Inc. Class A 0.00% 92 $24K Reduce -2.1%
BCS Barclays PLC-Spons ADR 0.00% 892 $24K No change
DFAS Dimensional US Small Cap ETF 0.00% 290 $24K No change
NAD Nuveen Quality Municipal Inc. 0.00% 1,960 $24K Add +1.2%
NULV Nuveen ESG Large-Cap Val ETF 0.00% 474 $24K No change
HUM Humana Inc. 0.00% 59 $24K Add +11.3%
BTI British American Tob-SP ADR 0.00% 375 $23K Reduce -35.0%
IWS iShares Russell Mid-Cap Valu 0.00% 140 $23K Reduce -23.1%
BKR Baker Hughes Co. 0.00% 411 $23K Add +11.4%
TPL Texas Pacific Land Corp. 0.00% 52 $23K Add +26.8%
FISV Fiserv Inc. 0.00% 463 $23K Add +864.6%
FANG Diamondback Energy Inc. 0.00% 129 $23K Add +3.2%
ICF iShares Select U.S. REIT ETF 0.00% 335 $23K No change
CNQ Canadian Natural Resources 0.00% 570 $22K Add +0.2%
BLV Vanguard Long-Term Bond ETF 0.00% 324 $22K New
PCT Purecycle Technologies Inc. 0.00% 2,750 $22K Add +0.0%
PRAY Fis Trust - Fis Christian St 0.00% 625 $22K No change
FLTW Franklin Ftse Taiwan ETF 0.00% 209 $22K Reduce -10.7%
DBX Dropbox Inc. Class A 0.00% 804 $22K Add +5.9%
ADBE Adobe Inc. 0.00% 108 $22K Add +21.4%
FBIN Fortune Brands Innovations I 0.00% 400 $22K No change
NVT Nvent Electric PLC 0.00% 128 $22K No change
XEXGX Eaton Vance Tax-Managed Glob 0.00% 2,200 $22K New
USB US Bancorp 0.00% 355 $21K Add +28.2%
EMN Eastman Chemical Co. 0.00% 319 $21K Add +2.2%
SOLS Solstice Adv Materials Inc. 0.00% 241 $21K Add +12.6%
VDC Vanguard Consumer Staple ETF 0.00% 94 $21K No change
PAYX Paychex Inc. 0.00% 214 $21K Add +137.8%
MLM Martin Marietta Materials 0.00% 36 $21K Add +50.0%
MAIN Main Street Capital Corp. 0.00% 400 $21K Reduce -89.4%
SMFG Sumitomo Mitsui-Spons ADR 0.00% 874 $21K Add +46.1%
SOUN Soundhound AI Inc. Class A 0.00% 3,186 $21K Add +8.6%
BAM Brookfield Asset Mgmt-A 0.00% 459 $21K Add +12.8%
AMP Ameriprise Financial Inc. 0.00% 45 $21K Reduce -6.3%
PPG PPG Industries Inc. 0.00% 169 $20K Add +10.5%
COIN Coinbase Global Inc. Class A 0.00% 140 $20K Reduce -80.0%
ORI Old Republic Intl Corp. 0.00% 500 $20K No change
ROKU Roku Inc. 0.00% 148 $20K Reduce -7.5%
ONTO Onto Innovation Inc. 0.00% 54 $20K Add +5300.0%
URI United Rentals Inc. 0.00% 18 $20K Add +157.1%
FNCL Fidelity MSCI Financial Indx 0.00% 266 $20K Add +39.3%
DRAM Roundhill Memory ETF 0.00% 276 $20K New
SPTS SS SPDR P St Term TSY ETF 0.00% 702 $20K Add +0.6%
SYF Synchrony Financial 0.00% 262 $20K Reduce -6.8%
ACLS Axcelis Technologies Inc. 0.00% 105 $20K No change
TRGP Targa Resources Corp. 0.00% 74 $20K Reduce -12.9%
ATO Atmos Energy Corp. 0.00% 115 $20K Reduce -42.2%
TBT Proshares Ultrashort 20+Y TR 0.00% 567 $20K No change
SANM Sanmina Corp. 0.00% 78 $20K Reduce -35.5%
LYG Lloyds Banking Group PLC-ADR 0.00% 3,382 $20K Add +0.1%
SCYB Schwab High Yield Bond ETF 0.00% 752 $20K No change
GSEW Goldman Sachs Eql WGHT Large 0.00% 208 $20K Reduce -10.7%
MSEX Middlesex Water Co. 0.00% 348 $20K Reduce -13.0%
BXP BXP Inc. 0.00% 293 $19K Reduce -0.3%
ONEQ Fidelity Nasdaq Comp Indx 0.00% 188 $19K No change
BF.A Brown-Forman Corp. Class A 0.00% 708 $19K No change
UDR Udr Inc. 0.00% 484 $19K Add +4.5%
HUBS HubSpot Inc. 0.00% 106 $19K Add +165.0%
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C 0.00% 222 $19K Add +0.9%
BAI Ishrs AI in and Tech Act ETF 0.00% 365 $19K New
AVB Avalonbay Communities Inc. 0.00% 101 $19K Reduce -24.6%
FDXF FedEx Freight Holding Co. 0.00% 126 $19K Add +173.9%
SRE Sempra 0.00% 204 $19K Add +7.4%
CLM Cornerstone Strategic Invest 0.00% 2,500 $19K New
MNST Monster Beverage Corp. 0.00% 196 $19K Add +58.1%
BAB Invesco Taxable Municipal Bo 0.00% 702 $19K No change
DG Dollar General Corp. 0.00% 162 $19K Add +16.6%
XMLV Invesco S&P Midcap Low Volat 0.00% 280 $19K No change
OXY Occidental Petroleum Corp. 0.00% 381 $18K Add +4.1%
VGIT Vanguard Intermediate-Term T 0.00% 313 $18K Add +244.0%
GIS General Mills Inc. 0.00% 529 $18K Reduce -31.1%
OKLO Oklo Inc. 0.00% 349 $18K Reduce -25.3%
FSSL FS Specialty Lending Fund 0.00% 1,634 $18K No change
FTI Technipfmc PLC 0.00% 273 $18K Reduce -34.1%
ET Energy Transfer LP 0.00% 946 $18K Add +20.7%
SGOL Abrdn Physical Gold Shares 0.00% 473 $18K New
ZSEP Innovator Edp ETF - 1 YR Sep 0.00% 652 $18K New
FSLR First Solar Inc. 0.00% 76 $18K Reduce -6.2%
EIS iShares MSCI Israel ETF 0.00% 148 $18K Add +17.5%
SBRA Sabra Health Care REIT Inc. 0.00% 908 $18K Add +89.6%
MFG Mizuho Financial Group-ADR 0.00% 1,848 $18K Add +8.9%
CRDO Credo Technology Group Holdi 0.00% 65 $18K Add +35.4%
MCO Moody's Corp. 0.00% 39 $18K Add +39.3%
ITT Itt Inc. 0.00% 89 $18K Add +1.1%
EQNR Equinor ASA-Spon ADR 0.00% 560 $18K Reduce -30.9%
COWZ Pacer US Cash Cows 100 ETF 0.00% 282 $18K No change
PBI Pitney Bowes Inc. 0.00% 1,000 $18K No change
AWK American Water Works Co. Inc. 0.00% 130 $17K Add +271.4%
SPHD Invesco S&P 500 High Dividen 0.00% 337 $17K No change
DPZ Domino's Pizza Inc. 0.00% 58 $17K Reduce -9.4%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.00% 216 $17K Add +195.9%
KVUE Kenvue Inc. 0.00% 891 $17K Add +21.7%
OBDC Blue Owl Capital Corp. 0.00% 1,566 $17K Add +3.3%
XAGDX Abrdn GLBL DYNM Divid 0.00% 1,400 $17K New
DXCM Dexcom Inc. 0.00% 251 $17K Add +16.7%
WAB Wabtec Corp. 0.00% 63 $17K Add +16.7%
EFG iShares MSCI Eafe Growth ETF 0.00% 135 $17K Add +513.6%
ASX Ase Technology Holding -ADR 0.00% 372 $17K Add +26.5%
FAST Fastenal Co. 0.00% 348 $17K Add +9.1%
IQQQ Proshares NDX High Incom ETF 0.00% 327 $17K No change
SIMS SS SPDR S&P Kensho Is ETF 0.00% 352 $17K No change
MORT Vaneck Mortgage REIT Income 0.00% 1,572 $16K New
IZRL ARK Israel Innovative Techno 0.00% 533 $16K Add +23.1%
FERG Ferguson Enterprises Inc. 0.00% 68 $16K Add +70.0%
CDW CDW Corp. 0.00% 114 $16K Add +10.7%
EXPE Expedia Group Inc. 0.00% 63 $16K Reduce -16.0%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.00% 200 $16K Reduce -50.0%
STRL Sterling Infrastructure Inc. 0.00% 19 $16K Reduce -32.1%
GNR State Street SPDR S&P Global 0.00% 236 $16K Add +0.8%
QBTS D-Wave Quantum Inc. 0.00% 659 $16K Add +45.5%
EBAY eBay Inc. 0.00% 141 $16K Add +15.6%
FICO Fair Isaac Corp. 0.00% 13 $16K Add +85.7%
CHT Chunghwa Telecom LT-Spon ADR 0.00% 346 $15K Add +44.2%
ZTS Zoetis Inc. 0.00% 213 $15K Add +49.0%
VMC Vulcan Materials Co. 0.00% 52 $15K No change
SIL Global X Silver Miners ETF 0.00% 197 $15K No change
GEHC GE Healthcare Technology 0.00% 237 $15K Reduce -7.8%
CRCL Circle Internet Group Inc. 0.00% 240 $15K Add +500.0%
VFVA Vanguard U.S. Value Factor 0.00% 100 $15K No change
NCLH Norwegian Cruise Line Holdin 0.00% 700 $15K Reduce -46.0%
VOD Vodafone Group PLC-SP ADR 0.00% 1,117 $15K Add +5.2%
HEI Heico Corp. 0.00% 41 $15K Add +24.2%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.00% 40 $15K Reduce -14.9%
IYT iShares US Transportation Et 0.00% 168 $15K No change
DGRW Wisdomtree U.S. Quality Divi 0.00% 152 $15K Add +52.0%
FLLA Franklin Ftse Latin America 0.00% 546 $14K No change
IQLT iShares MSCI International Q 0.00% 292 $14K No change
CMG Chipotle Mexican Grill Inc. 0.00% 425 $14K Add +20.7%
FELV Fidelity Enh LRG Cap Val ETF 0.00% 358 $14K Reduce -77.0%
JBL Jabil Inc. 0.00% 37 $14K Add +8.8%
DHI D.R. Horton Inc. 0.00% 88 $14K Add +23.9%
WSM Williams-Sonoma Inc. 0.00% 61 $14K Add +510.0%
ALB Albemarle Corp. 0.00% 105 $14K Add +1.0%
NMCO Nuveen Municipal Credit Opp 0.00% 1,300 $14K No change
TM Toyota Motor Corp. -Spon ADR 0.00% 83 $14K Add +38.3%
SJNK SS SPDR BB St Hi Yield ETF 0.00% 552 $14K No change
DFAX Dimensional World Ex US Core 0.00% 375 $14K New
SNDA Sonida Senior Living Inc. 0.00% 338 $14K No change
IAGG iShares Intl Aggregate Bond 0.00% 271 $14K No change
BRO Brown & Brown Inc. 0.00% 213 $14K Add +80.5%
ARGX Argenx SE - ADR 0.00% 15 $14K Add +66.7%
BGR BlackRock Enrgy & Res TR 0.00% 916 $14K Reduce -59.8%
ECPG Encore Capital Group Inc. 0.00% 145 $14K No change
UHT Universal Health RLTY Income 0.00% 308 $14K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.00% 59 $13K Add +51.3%
ING ING Groep N.V.-Sponsored ADR 0.00% 429 $13K Add +29.6%
JHI John Hancock Investors TR 0.00% 1,007 $13K No change
EA Electronic Arts Inc. 0.00% 65 $13K Add +16.1%
VSNT Versant Media Group Inc. 0.00% 369 $13K Reduce -7.5%
DOW Dow Inc. filed as DOW HLDGS INC 0.00% 484 $13K Add +1.9%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.00% 43 $13K No change
GOVT iShares US Treasury Bond ETF 0.00% 577 $13K Add +178.7%
GM General Motors Co. 0.00% 170 $13K Reduce -17.1%
TSCO Tractor Supply Company 0.00% 412 $13K Reduce -2.8%
GLRY Inspire Growth ETF 0.00% 298 $13K No change
CAG Conagra Brands Inc. 0.00% 967 $13K Add +7.4%
DGX Quest Diagnostics Inc. 0.00% 61 $13K Add +335.7%
ARKG ARK Genomic Revolution ETF 0.00% 307 $13K Reduce -35.5%
CPT Camden Property Trust 0.00% 110 $13K Add +10.0%
VTHR Vanguard Russell 3000 0.00% 38 $13K Reduce -11.6%
THRO iShares U.S. Thematic Rotati 0.00% 290 $13K New
TTWO Take-Two Interactive Softwre 0.00% 50 $12K Add +6.4%
SWMR Swarmer Inc. 0.00% 281 $12K New
YUM Yum! Brands Inc. 0.00% 78 $12K Reduce -27.8%
HAS Hasbro Inc. 0.00% 148 $12K Reduce -7.5%
SVOL Simplify Volatility Premium 0.00% 760 $12K Reduce -0.4%
HTO H2O America 0.00% 200 $12K No change
EW Edwards Lifesciences Corp. 0.00% 134 $12K Add +65.4%
PHYS Sprott Physical Gold Trust 0.00% 400 $12K No change
AGNC AGNC Investment Corp. 0.00% 1,101 $12K Add +2293.5%
ONC Beone Medicines Ltd.-ADR 0.00% 42 $12K No change
CLFD Clearfield Inc. 0.00% 300 $12K No change
CALM Cal-Maine Foods Inc. 0.00% 148 $12K No change
BYD Boyd Gaming Corp. 0.00% 135 $12K Add +2.3%
RSI Rush Street Interactive Inc. 0.00% 400 $12K No change
FTLS First Trust Long/Short Eqty 0.00% 160 $12K No change
PCEF Invesco Cef Income Composite 0.00% 580 $12K Add +1.4%
GQRE NT GLBL Qual Re ETF 0.00% 184 $12K Add +1.1%
LAC Lithium Americas Corp. 0.00% 3,052 $12K No change
SW Smurfit Westrock PLC 0.00% 254 $12K Add +10.4%
APO Apollo Global Management Inc. 0.00% 99 $12K Reduce -36.9%
FDLO Fidelity Low Volat Fact ETF 0.00% 172 $12K No change
EDIV State Street SPDR S&P Emergi 0.00% 286 $12K No change
EME Emcor Group Inc. 0.00% 14 $12K Add +40.0%
PNR Pentair PLC 0.00% 151 $12K Reduce -20.5%
SUSA iShares ESG Optimized MSCI U 0.00% 75 $12K Add +1.4%
CBRS Cerebras Systems Inc. Class A 0.00% 52 $11K New
OUSA Alps Oshares US Quality Divi 0.00% 197 $11K No change
LW Lamb Weston Holdings Inc. 0.00% 266 $11K Add +1.9%
COHR Coherent Corp. 0.00% 29 $11K Add +20.8%
OUT Outfront Media Inc. 0.00% 349 $11K No change
PNFP Pinnacle Financial Partners 0.00% 113 $11K Add +10.8%
TY Tri-Continental Corp. 0.00% 331 $11K Add +49.8%
NUVB Nuvation Bio Inc. 0.00% 2,000 $11K No change
PDO PIMCO Dynamic Income Opport 0.00% 859 $11K Add +2.0%
PEG Public Service Enterprise GP 0.00% 140 $11K Add +79.5%
AMSC American Superconductor Corp. 0.00% 271 $11K No change
ARKK ARK Innovation ETF 0.00% 139 $11K No change
ADM Archer-Daniels-Midland Co. 0.00% 147 $11K Add +7.3%
CNP Centerpoint Energy Inc. 0.00% 255 $11K Add +12.3%
ONON On Holding AG Class A filed as ON HLDG AG 0.00% 316 $11K Reduce -94.3%
SPSM SS SPDR P S&P 600 Small Cap 0.00% 194 $11K No change
CNC Centene Corp. 0.00% 174 $11K Add +65.7%
ZM Zoom Communications Inc. 0.00% 129 $11K Reduce -7.2%
ROP Roper Technologies Inc. 0.00% 33 $11K Reduce -10.8%
RGLD Royal Gold Inc. 0.00% 56 $11K Add +43.6%
BLCR iShares LRG CP CR Act ETF-Ui 0.00% 220 $11K New
SKM SK Telecom Co. Ltd.-Spon ADR 0.00% 344 $11K Add +85.0%
KR Kroger Co. 0.00% 198 $11K Add +2.6%
BUD Anheuser-Busch Inbev-SPN ADR 0.00% 133 $11K Reduce -0.8%
SFM Sprouts Farmers Market Inc. 0.00% 129 $11K Reduce -94.8%
RSG Republic Services Inc. 0.00% 51 $11K Reduce -63.6%
ONDS Ondas Inc. 0.00% 1,318 $11K No change
ELV Elevance Health Inc. 0.00% 28 $11K Add +366.7%
FLCA Franklin Ftse Canada ETF 0.00% 209 $11K Add +90.0%
CRVL Corvel Corp. 0.00% 172 $11K No change
PENN Penn Entertainment Inc. 0.00% 500 $11K No change
APOC Inr Eqty Def P ETF - 6 M A/O 0.00% 406 $11K New
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.00% 94 $11K Add +154.1%
IX Orix - Sponsored ADR filed as ORIX CORP 0.00% 279 $11K Add +0.4%
ENFR Alerian Energy Infrastructur 0.00% 278 $11K New
KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC 0.00% 101 $11K Add +20.2%
AB Alliancebernstein Holding LP 0.00% 300 $11K New
QQQI Neos Nasdaq-100 High Inc. ETF 0.00% 186 $11K New
BITX 2X Bitcoin ETF 0.00% 1,021 $11K Add +0.2%
DVN Devon Energy Corp. 0.00% 255 $11K Add +109.0%
OCS Oculis Holding AG 0.00% 756 $10K New
FMAG Fidelity Magellan ETF 0.00% 285 $10K New
SONY Sony Group Corp. - SP ADR 0.00% 517 $10K Add +1.4%
ABEO Abeona Therapeutics Inc. 0.00% 1,668 $10K No change
UAL United Airlines Holdings Inc. 0.00% 76 $10K Reduce -50.0%
XAWFX Alliancebernstein GL Hi Inc. 0.00% 1,000 $10K New
VOYA Voya Financial Inc. 0.00% 113 $10K Reduce -5.8%
BNTX Biontech SE-ADR 0.00% 110 $10K No change
PTC PTC Inc. 0.00% 90 $10K Reduce -5.3%
AU Anglogold Ashanti PLC 0.00% 126 $10K Reduce -52.8%
IHI iShares U.S. Medical Devices 0.00% 206 $10K Reduce -37.0%
XLC SS Comm Select Sector SPDR 0.00% 95 $10K Add +1087.5%
PDP Invesco Dorsey Wright Moment 0.00% 67 $10K No change
BKLN Invesco Senior Loan ETF 0.00% 497 $10K Add +1.6%
ZBH Zimmer Biomet Holdings Inc. 0.00% 117 $10K Add +7.3%
FVAL Fidelity Value Factor ETF 0.00% 129 $10K No change
PPH Vaneck Pharmaceutical ETF 0.00% 92 $10K No change
VRSK Verisk Analytics Inc. 0.00% 56 $10K Add +700.0%
KHC The Kraft Heinz Co. 0.00% 425 $10K Add +394.2%
MQY BlackRock Muniyield Quality 0.00% 860 $10K Add +1.1%
KKR KKR & Co. Inc. 0.00% 109 $10K Add +34.6%
ANIK Anika Therapeutics Inc. 0.00% 681 $10K No change
MAA Mid-America Apartment Comm 0.00% 71 $10K Add +10.9%
COKE Coca-Cola Consolidated Inc. 0.00% 52 $10K Add +2.0%
IHE iShares US Pharmaceuticals E 0.00% 100 $10K No change
CRNC Cerence Inc. 0.00% 867 $10K No change
PINS Pinterest Inc. Class A 0.00% 466 $10K Add +3.8%
MKL Markel Group Inc. 0.00% 5 $10K Add +150.0%
AX Axos Financial Inc. 0.00% 100 $10K No change
WF Woori Financial-Spon ADR 0.00% 167 $10K Add +31.5%
WDAY Workday Inc. Class A 0.00% 78 $10K Add +77.3%
AMRZ Amrize Ltd. 0.00% 178 $9K Add +78.0%
OWL Blue Owl Capital Inc. 0.00% 1,080 $9K Add +4400.0%
JEDI Defiance Drone & Mod War ETF 0.00% 324 $9K New
MQQQ Tradr 2X Long Innovation 100 0.00% 38 $9K Reduce -24.0%
E Eni SPA-Sponsored ADR 0.00% 199 $9K Add +25.9%
GLP Global Partners LP 0.00% 200 $9K New
AMLP Alerian MLP ETF 0.00% 179 $9K New
SHG Shinhan Financial Group-ADR 0.00% 147 $9K Add +17.6%
CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL 0.00% 252 $9K No change
USFD US Foods Holding Corp. 0.00% 91 $9K Add +11.0%
PKX Posco Holdings Inc. -Spon ADR 0.00% 180 $9K Add +60.7%
AA Alcoa Corp. 0.00% 175 $9K No change
DFLV Dim US Large Cap Value ETF 0.00% 230 $9K No change
NICE Nice Ltd. - Spon ADR 0.00% 100 $9K Reduce -6.5%
NTRS Northern Trust Corp. 0.00% 52 $9K Reduce -22.4%
VOXR Vox Royalty Corp. 0.00% 1,891 $9K New
WINA Winmark Corp. 0.00% 21 $9K No change
XLRE SS Real Estate Select Sector 0.00% 201 $9K Add +593.1%
JTEK JPMorgan US Tech Leaders 0.00% 79 $9K New
OC Owens Corning 0.00% 55 $9K Reduce -6.8%
AVAV Aerovironment Inc. 0.00% 53 $9K Add +657.1%
MDB Mongodb Inc. 0.00% 26 $9K Add +18.2%
KDP Keurig Dr Pepper Inc. 0.00% 267 $9K Add +276.1%
EWW iShares MSCI Mexico ETF 0.00% 116 $9K New
BROS Dutch Bros Inc. Class A 0.00% 121 $9K No change
CRH CRH PLC 0.00% 81 $9K Add +35.0%
VRSN Verisign Inc. 0.00% 34 $9K Add +17.2%
OIH Vaneck Oil Services ETF 0.00% 23 $9K No change
IVZ Invesco Ltd. 0.00% 323 $9K Add +14.9%
HLN Haleon PLC-ADR 0.00% 913 $9K Reduce -9.7%
FGD First Trust DJ GL Sel DVD 0.00% 266 $9K New
SCI Service Corp. International 0.00% 112 $9K No change
SPFF Global X Superincome Prefer 0.00% 900 $8K Add +80.0%
DXYZ Destiny TECH100 Inc. 0.00% 326 $8K No change
FCNCA First Citizens Bcshs Class A 0.00% 4 $8K Add +100.0%
TPC Tutor Perini Corp. 0.00% 100 $8K No change
PHIN Phinia Inc. 0.00% 100 $8K No change
SNY Sanofi-ADR 0.00% 193 $8K Add +38.9%
PFF iShares Preferred & Income S 0.00% 270 $8K Reduce -82.8%
HCA HCA Healthcare Inc. 0.00% 21 $8K Reduce -36.4%
QNT Quantinuum Inc. Class A 0.00% 100 $8K New
BABA Alibaba Group Holding-SP ADR 0.00% 85 $8K Add +60.4%
XEVVX Eaton Vance Ltd. Durat Inc. 0.00% 870 $8K Reduce -13.0%
LVS Las Vegas Sands Corp. 0.00% 176 $8K Reduce -15.0%
RGTI Rigetti Computing Inc. 0.00% 417 $8K No change
MOD Modine Manufacturing Co. 0.00% 30 $8K New
TDVG T Rowe Price Dividend Growth 0.00% 163 $8K No change
CASY Casey's General Stores Inc. 0.00% 10 $8K Add +400.0%
KEY Keycorp 0.00% 344 $8K Add +42.7%
MRNA Moderna Inc. 0.00% 113 $8K Reduce -8.9%
WSO Watsco Inc. 0.00% 19 $8K No change
MGA Magna International Inc. 0.00% 120 $8K Reduce -9.8%
IREN Iren Ltd. filed as IREN LIMITED 0.00% 170 $8K Add +750.0%
HUBB Hubbell Inc. 0.00% 15 $8K Add +15.4%
RJF Raymond James Financial Inc. 0.00% 51 $8K Reduce -15.0%
SOLV Solventum Corp. 0.00% 100 $8K Add +104.1%
CW Curtiss-Wright Corp. 0.00% 10 $8K Add +233.3%
BWA Borgwarner Inc. 0.00% 115 $8K Add +5.5%
B Barrick Mining Corp. 0.00% 208 $8K Reduce -57.9%
STAG Stag Industrial Inc. 0.00% 200 $8K New
NESR National Energy Services Reu 0.00% 254 $8K New
YUMC Yum China Holdings Inc. 0.00% 186 $8K Add +63.2%
ODFL Old Dominion Freight Line 0.00% 35 $8K Add +45.8%
RIVN Rivian Automotive Inc. Class A 0.00% 432 $8K Reduce -63.1%
NXST Nexstar Media Group Inc. 0.00% 42 $8K No change
AAOI Applied Optoelectronics Inc. 0.00% 50 $7K New
CF CF Industries Holdings Inc. 0.00% 68 $7K Add +70.0%
UFOX Defiance Space and Connectiv 0.00% 77 $7K New
ITRN Ituran Location and Control 0.00% 120 $7K No change
FIXD First Trust Smith Opportunis 0.00% 167 $7K No change
CCEP Coca-Cola Europacific Partne 0.00% 73 $7K Add +1.4%
RYLD Global X Russell 2000 Cov Class 0.00% 450 $7K New
POWR iShares US Power Infrastruct 0.00% 256 $7K New
NTAP Netapp Inc. 0.00% 46 $7K Add +39.4%
GFS Globalfoundries Inc. 0.00% 86 $7K Add +45.8%
TDC Teradata Corp. 0.00% 204 $7K Reduce -2.4%
IQV Iqvia Holdings Inc. 0.00% 36 $7K Add +2.9%
RELX Relx PLC - Spon ADR 0.00% 222 $7K Reduce -6.7%
OMF Onemain Holdings Inc. 0.00% 115 $7K Add +666.7%
FE Firstenergy Corp. 0.00% 147 $7K Add +50.0%
ACR Acres Commercial Realty Corp. 0.00% 392 $7K Reduce -0.3%
LYFT LYFT Inc. Class A 0.00% 474 $7K No change
DGS Wisdomtree Em Small Cap 0.00% 107 $7K Reduce -31.0%
AES AES Corp. 0.00% 472 $7K Add +17.4%
PCG P G & E Corp. 0.00% 409 $7K Add +51.5%
LPL LG Display Co. Ltd.-ADR 0.00% 1,766 $7K Add +82.1%
PCAR Paccar Inc. 0.00% 57 $7K Add +72.7%
DRS Leonardo DRS Inc. 0.00% 160 $7K Add +272.1%
CRSP Crispr Therapeutics AG 0.00% 125 $7K Reduce -13.2%
EFC Ellington Financial Inc. 0.00% 500 $7K New
MTD Mettler-Toledo International 0.00% 5 $7K No change
AXON Axon Enterprise Inc. 0.00% 12 $7K No change
STWD Starwood Property Trust Inc. 0.00% 410 $7K New
LTBR Lightbridge Corp. 0.00% 763 $7K No change
NMAX Newsmax Inc. 0.00% 809 $7K Add +161.8%
CIM Chimera Investment Corp. 0.00% 500 $7K New
IBDR iShares Ibonds Dec 2026 Term 0.00% 275 $7K No change
FDIG Fidelity Crypto Indu & DGTL 0.00% 155 $7K No change
FDMO Fidelity Momentum Factor ETF 0.00% 67 $7K No change
BCPC Balchem Corp. 0.00% 39 $7K No change
FENI Fidelity Enhanced Intl ETF 0.00% 163 $7K Reduce -0.6%
IGF iShares Global Infrastructur 0.00% 98 $7K Add +1.0%
LAND Gladstone Land Corp. 0.00% 764 $7K New
RDY Dr. Reddy's Laboratories-ADR 0.00% 448 $6K Reduce -11.1%
ACWX iShares MSCI Acwi Ex US ETF 0.00% 85 $6K Add +49.1%
MIN Aberdeen Intermediate Inc. FD 0.00% 2,611 $6K Reduce -13.0%
XLB SS Materials Select Sector 0.00% 126 $6K No change
WTW Willis Towers Watson PLC 0.00% 24 $6K No change
ASTS Ast Spacemobile Inc. 0.00% 72 $6K Add +118.2%
NIO Nio Inc. - ADR 0.00% 1,254 $6K No change
NDAQ Nasdaq Inc. 0.00% 80 $6K Reduce -2.4%
VTR Ventas Inc. 0.00% 71 $6K Add +24.6%
OGE Oge Energy Corp. 0.00% 129 $6K Add +22.9%
FITB Fifth Third Bancorp 0.00% 111 $6K Reduce -27.9%
POOL Pool Corp. 0.00% 29 $6K No change
HBAN Huntington Bancshares Inc. 0.00% 350 $6K Add +68.3%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.00% 91 $6K Add +24.7%
INDA iShares MSCI India ETF 0.00% 125 $6K Add +92.3%
INFY Infosys Ltd.-SP ADR 0.00% 589 $6K Add +85.2%
MNR Mach Natural Resources LP 0.00% 487 $6K No change
PLUG Plug Power Inc. filed as PLUG PWR INC 0.00% 2,249 $6K No change
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.00% 229 $6K Reduce -96.8%
ELE Elemental Royalty Corp. 0.00% 348 $6K Add +2075.0%
NASA Tema Space Innovators ETF 0.00% 200 $6K New
CHD Church & Dwight Co. Inc. 0.00% 62 $6K Add +51.2%
CNRG SS SPDR S&P Kensho CLP ETF 0.00% 53 $6K No change
KNX Knight-Swift Transportation 0.00% 77 $6K Add +4.0%
DBJP Xtrackers MSCI Japan Hedged 0.00% 52 $6K No change
KEEL Keel Infrastructure Corp. 0.00% 1,030 $6K No change
CFG Citizens Financial Group 0.00% 84 $6K Add +25.4%
ELFY Alps Electrific Infrast ETF 0.00% 130 $6K New
STZ Constellation Brands Inc. Class A 0.00% 42 $6K Reduce -16.0%
GGN Gamco GLBL Gold NTRL Res Inc. 0.00% 1,200 $6K New
KNSL Kinsale Capital Group Inc. 0.00% 17 $6K New
AVEX Aevex Corp. Class A 0.00% 274 $6K New
MTSI Macom Technology Solutions H 0.00% 15 $6K Add +66.7%
VMET Versamet Royalties Corp. 0.00% 463 $6K New
WULF Terawulf Inc. 0.00% 228 $6K Reduce -30.5%
XME SS SPDR S&P Metals Mining 0.00% 52 $6K New
LUMN Lumen Technologies Inc. 0.00% 723 $6K No change
ISPY Proshares S&P High Incom ETF 0.00% 115 $6K New
OMC Omnicom Group 0.00% 76 $6K Reduce -10.6%
TEVA Teva Pharmaceutical-SP ADR 0.00% 163 $6K No change
HIO Western Asset Hi Inc. Opport 0.00% 1,500 $5K New
VLTO Veralto Corp. 0.00% 61 $5K Reduce -10.3%
APTV Aptiv PLC 0.00% 88 $5K Reduce -12.9%
NNN NNN REIT Inc. 0.00% 116 $5K New
GPCR Structure Therapeutics Inc. 0.00% 100 $5K No change
NMR Nomura Holdings Inc.-Spon ADR 0.00% 611 $5K Add +1.0%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.00% 27 $5K No change
IBIT iShares Bitcoin Trust ETF 0.00% 160 $5K New
WIT Wipro Ltd.-ADR 0.00% 2,367 $5K Reduce -8.9%
ADT Adt Inc. 0.00% 811 $5K Add +996.0%
CNK Cinemark Holdings Inc. 0.00% 164 $5K No change
SRET Global X Superdividend REIT 0.00% 228 $5K New
SWKS Skyworks Solutions Inc. 0.00% 76 $5K Add +145.2%
CBRE CBRE Group Inc. Class A 0.00% 38 $5K Reduce -35.6%
IRDM Iridium Communications Inc. 0.00% 93 $5K Reduce -19.8%
ARKW ARK Next Generation Technolo 0.00% 35 $5K No change
PFG Principal Financial Group 0.00% 47 $5K Add +14.6%
FDS Factset Research Systems Inc. 0.00% 22 $5K Add +46.7%
FRSH Freshworks Inc. Class A 0.00% 500 $5K New
NTNX Nutanix Inc. Class A 0.00% 99 $5K Add +518.8%
MJ Amplify Alternat Harvest ETF 0.00% 196 $5K No change
EXE Expand Energy Corp. 0.00% 55 $5K Add +223.5%
DTCR Global X Data Center & Digit 0.00% 165 $5K New
SIRI Sirius XM Holdings Inc. 0.00% 169 $5K Add +19.9%
AOM iShares Core 40/60 Moderate 0.00% 100 $5K No change
EVF Eaton Vance Senior Income TR 0.00% 1,000 $5K No change
EEMV iShares MSCI Emg MKT Min Vol 0.00% 66 $5K No change
UTES Virtus Reaves Utilities ETF 0.00% 61 $5K New
HEI.A Heico Corp. Class A 0.00% 19 $5K No change
IGM iShares Expanded Tech Sector 0.00% 30 $5K No change
NWN Northwest Natural Holding Co. 0.00% 100 $5K New
RLI Rli Corp. 0.00% 83 $5K Add +33.9%
ANGL Vaneck Fallen Angel High YLD 0.00% 167 $5K Reduce -95.0%
DECK Deckers Outdoor Corp. 0.00% 49 $5K Add +40.0%
SWK Stanley Black & Decker Inc. 0.00% 51 $5K Add +59.4%
NCZ Virtus Convertible & Income 0.00% 300 $5K New
PAA Plains All Amer Pipeline LP 0.00% 213 $5K Add +91.9%
KBH KB Home 0.00% 74 $5K Add +64.4%
ACGL Arch Capital Group Ltd. 0.00% 47 $5K Add +88.0%
DB Deutsche Bank AG-Registered 0.00% 135 $5K Reduce -6.9%
CLOI Vaneck Clo ETF 0.00% 86 $5K New
RDW Redwire Corp. 0.00% 370 $5K No change
MT Arcelormittal-NY Registered 0.00% 75 $5K Add +1.4%
SITM Sitime Corp. 0.00% 6 $4K Add +200.0%
SEB Seaboard Corp. 0.00% 1 $4K New
SNDR Schneider National Inc. Class B 0.00% 122 $4K Add +6.1%
NATL NCR Atleos Corp. 0.00% 103 $4K Add +1.0%
GRAB Grab Holdings Ltd. Class A 0.00% 1,175 $4K Reduce -9.6%
NVG Nuveen Amt-FR Muni CRDT 0.00% 345 $4K No change
PBR Petroleo Brasileiro-Spon ADR 0.00% 273 $4K Reduce -61.6%
OPBK Op Bancorp 0.00% 292 $4K Add +1.0%
ALAB Astera Labs Inc. 0.00% 9 $4K Reduce -52.6%
HMC Honda Motor Co. Ltd.-Spons ADR 0.00% 160 $4K Add +451.7%
CPRT Copart Inc. 0.00% 154 $4K Add +22.2%
ARES Ares Management Corp. Class A 0.00% 39 $4K Add +8.3%
CPK Chesapeake Utilities Corp. 0.00% 35 $4K New
CPB The Campbell's Company 0.00% 192 $4K Add +0.0%
WWD Woodward Inc. 0.00% 10 $4K No change
CC The Chemours Co. 0.00% 204 $4K No change
ENTG Entegris Inc. 0.00% 23 $4K Add +35.3%
MKC McCormick & Co.-Non VTG SHRS 0.00% 83 $4K Add +27.7%
FFIV F5 Inc. 0.00% 10 $4K Add +66.7%
ULTA Ulta Beauty Inc. 0.00% 9 $4K Reduce -18.2%
RNR Renaissancere Holdings Ltd. 0.00% 13 $4K No change
MBC Masterbrand Inc. 0.00% 400 $4K No change
ALGM Allegro Microsystems Inc. 0.00% 59 $4K Add +63.9%
SCHO Schwab Short-Term US Treas 0.00% 170 $4K New
HXL Hexcel Corp. 0.00% 41 $4K Add +51.9%
NTES Netease Inc.-ADR 0.00% 32 $4K Add +220.0%
IGPT Invesco AI and Next Gen Soft 0.00% 39 $4K No change
HAL Halliburton Co. 0.00% 121 $4K Reduce -6.9%
DOCN Digitalocean Holdings Inc. 0.00% 26 $4K No change
NTR Nutrien Ltd. 0.00% 65 $4K Add +1.6%
CDE Coeur Mining Inc. 0.00% 248 $4K Add +10.2%
BMNR Bitmine Immersion Technologi 0.00% 300 $4K No change
IMAX Imax Corp. 0.00% 100 $4K No change
LEN Lennar Corp. Class A 0.00% 44 $4K Add +29.4%
PODD Insulet Corp. 0.00% 26 $4K Add +4.0%
AFRM Affirm Holdings Inc. 0.00% 48 $4K Add +6.7%
MOS The Mosaic Co. 0.00% 185 $4K Reduce -64.9%
CCK Crown Holdings Inc. 0.00% 35 $4K Add +16.7%
BIDU Baidu Inc. - Spon ADR 0.00% 34 $4K Add +41.7%
AAL American Airlines Group Inc. 0.00% 215 $4K Add +59.3%
GNTX Gentex Corp. 0.00% 153 $4K Add +57.7%
WTRG Essential Utilities Inc. 0.00% 100 $4K New
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.00% 54 $4K Add +315.4%
DSGX The Descartes Systems Grp 0.00% 55 $4K Reduce -21.4%
AER Aercap Holdings NV 0.00% 26 $4K Add +18.2%
RF Regions Financial Corp. 0.00% 125 $4K Add +92.3%
NDSN Nordson Corp. 0.00% 12 $4K Add +20.0%
LOGI Logitech International-Reg 0.00% 40 $4K Add +25.0%
IDVO Amplify CWP Intl Enh DVD Inc. 0.00% 89 $4K No change
KBWB Invesco KBW Bank ETF 0.00% 40 $4K New
PSEC Prospect Capital Corp. 0.00% 1,600 $4K New
CTSH Cognizant Tech Solutions-A 0.00% 95 $4K Add +35.7%
CHRW C.H. Robinson Worldwide Inc. 0.00% 20 $4K Add +66.7%
DJT Trump Media & Technology Gro 0.00% 473 $4K No change
BIP Brookfield Infrastructure Pa 0.00% 100 $4K New
SH Proshares Short S&P500 0.00% 110 $4K No change
FPS Forgent Power Solutions Class A 0.00% 65 $4K New
KIM Kimco Realty Corp. 0.00% 143 $4K Add +33.6%
XIGDX Voya GLBL Eqty DVD & PRM Opp 0.00% 590 $4K Add +2.6%
AEE Ameren Corporation 0.00% 32 $4K Add +10.3%
RCS PIMCO Strategic Income Fund 0.00% 659 $4K No change
HOG Harley-Davidson Inc. 0.00% 144 $4K No change
WDS Woodside Energy Group-ADR 0.00% 182 $4K Add +225.0%
SNAP Snap Inc. Class A 0.00% 791 $4K Add +24.8%
EPS Wisdomtree US Large Cap Fund 0.00% 45 $4K No change
WHR Whirlpool Corp. 0.00% 89 $3K Add +15.6%
ITB iShares U.S. Home Constructi 0.00% 33 $3K New
PEGA Pegasystems Inc. 0.00% 114 $3K Add +119.2%
FBDC FT Conf BDC ETF 0.00% 200 $3K New
RYAAY Ryanair Holdings PLC-SP ADR 0.00% 52 $3K Reduce -50.5%
XPEV Xpeng Inc. - ADR 0.00% 254 $3K Add +27.0%
IR Ingersoll-Rand Inc. 0.00% 41 $3K Reduce -2.4%
SDCI Uscf Summerhaven Dynamic ETF 0.00% 126 $3K New
ANGO Angiodynamics Inc. 0.00% 255 $3K No change
DOC Healthpeak Properties Inc. 0.00% 154 $3K Add +67.4%
PHM Pultegroup Inc. 0.00% 24 $3K Reduce -11.1%
WES Western Midstream Partners L 0.00% 75 $3K New
DT Dynatrace Inc. 0.00% 74 $3K Reduce -52.9%
MFSI MFS Active International 0.00% 100 $3K New
WST West Pharmaceutical Services 0.00% 9 $3K Add +50.0%
RBC RBC Bearings Inc. 0.00% 5 $3K Add +400.0%
VIRT Virtu Financial Inc. Class A 0.00% 54 $3K Add +28.6%
MSGS Madison Square Garden Sports 0.00% 8 $3K Add +14.3%
BGC BGC Group Inc. Class A 0.00% 300 $3K New
SN Sharkninja Inc. 0.00% 21 $3K Add +16.7%
MOH Molina Healthcare Inc. 0.00% 14 $3K Add +7.7%
EMO Clearbridge Energy Midstream 0.00% 64 $3K Add +3.2%
DTD Wisdomtree US Total Dividend 0.00% 34 $3K No change
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.00% 40 $3K Add +566.7%
TSEM Tower Semiconductor Ltd. 0.00% 12 $3K No change
LMND Lemonade Inc. 0.00% 48 $3K No change
ZION Zions Bancorp NA 0.00% 45 $3K Reduce -43.8%
ETB Eaton Vance T/M Buy-WRT Inc. 0.00% 200 $3K New
TS Tenaris SA-ADR 0.00% 56 $3K Add +36.6%
EARN Ellington Credit Co. 0.00% 700 $3K New
AI C3.AI Inc. Class A 0.00% 339 $3K Add +769.2%
FIVA Fidelity Intl Val Fact ETF 0.00% 80 $3K No change
SUNB Sunbelt Rentals Holdings Inc. 0.00% 41 $3K Add +46.4%
MANH Manhattan Associates Inc. 0.00% 22 $3K Add +22.2%
CACI Caci International Inc. Class A 0.00% 7 $3K Add +250.0%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.00% 22 $3K Add +100.0%
CROX Crocs Inc. 0.00% 25 $3K Reduce -26.5%
VALE Vale SA-SP ADR 0.00% 200 $3K No change
FTV Fortive Corp. 0.00% 49 $3K Add +13.9%
STLD Steel Dynamics Inc. 0.00% 13 $3K Add +116.7%
PSQ Proshares Short QQQ 0.00% 118 $3K No change
ORA Ormat Technologies Inc. 0.00% 27 $3K No change
IESC Ies Holdings Inc. 0.00% 4 $3K No change
RMD Resmed Inc. 0.00% 15 $3K Reduce -53.1%
TWST Twist Bioscience Corp. 0.00% 28 $3K No change
FTS Fortis Inc. 0.00% 50 $3K No change
TAIL Cambria Tail Risk ETF 0.00% 267 $3K New
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.00% 26 $3K New
ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS 0.00% 254 $3K Add +746.7%
ABAT American Battery Technology 0.00% 1,000 $3K No change
GAB Gabelli Equity Trust 0.00% 500 $3K New
ZETA Zeta Global Holdings Corp. Class A 0.00% 144 $3K No change
CRUS Cirrus Logic Inc. 0.00% 19 $3K Add +111.1%
EWZ iShares MSCI Brazil ETF 0.00% 82 $3K New
SMG Scotts Miracle-Gro Co. 0.00% 41 $3K Add +5.1%
LNTH Lantheus Holdings Inc. 0.00% 25 $3K Add +150.0%
EXPD Expeditors Intl Wash Inc. 0.00% 17 $3K Add +70.0%
BKSY Blacksky Technology Inc. 0.00% 99 $3K No change
BEN Franklin Templeton Inc. 0.00% 83 $3K Add +33.9%
CHKP Check Point Software Tech 0.00% 21 $3K Add +133.3%
APA Apa Corp. 0.00% 84 $3K Reduce -79.4%
TIP iShares Tips Bond ETF 0.00% 25 $3K New
TEAM Atlassian Corp. Class A 0.00% 35 $3K Add +337.5%
INCY Incyte Corp. 0.00% 24 $3K Add +140.0%
FCLD Fidelity Cloud Computing ETF 0.00% 70 $3K New
XYL Xylem Inc. 0.00% 23 $3K Reduce -88.5%
KTOS Kratos Defense & Security 0.00% 54 $3K Reduce -8.5%
CLOX Eldridge Aaa Clo ETF 0.00% 105 $3K No change
MSOS Advisorshares Pure US Cann 0.00% 528 $3K No change
VTRS Viatris Inc. 0.00% 169 $3K Add +43.2%
LNT Alliant Energy Corp. 0.00% 35 $3K Reduce -14.6%
CLOZ Eldridge BBB-B Clo ETF 0.00% 101 $3K No change
CMS CMS Energy Corp. 0.00% 35 $3K No change
ELAN Elanco Animal Health Inc. 0.00% 108 $3K Reduce -19.4%
ILMN Illumina Inc. 0.00% 15 $3K No change
DX Dynex Capital Inc. 0.00% 200 $3K New
ACI Albertsons Cos Inc. Class A 0.00% 193 $3K New
BHF Brighthouse Financial Inc. 0.00% 41 $3K Add +36.7%
SLDP Solid Power Inc. 0.00% 1,000 $3K New
BG Bunge Global SA 0.00% 24 $3K Add +84.6%
ARW Arrow Electronics Inc. 0.00% 12 $3K No change
UGP Ultrapar Particpac-Spon ADR 0.00% 510 $3K No change
IVLU iShares MSCI International V 0.00% 61 $3K Add +41.9%
DEO Diageo PLC-Sponsored ADR 0.00% 32 $3K Add +966.7%
MICC The Magnum Ice Cream Co. NV 0.00% 146 $3K Reduce -6.4%
FHI Federated Hermes Inc. 0.00% 46 $3K Reduce -31.3%
RYAN Ryan Specialty Holdings Inc. 0.00% 67 $3K Add +1575.0%
CWCO Consolidated Water Co.-Ord SH 0.00% 86 $3K Add +1.2%
BRKR Bruker Corp. 0.00% 42 $3K Add +147.1%
LINC Lincoln Educational Services 0.00% 50 $2K No change
TME Tencent Music Entertainm-ADR 0.00% 296 $2K Add +164.3%
QSR Restaurant Brands Intern 0.00% 34 $2K No change
ACHC Acadia Healthcare Co. Inc. 0.00% 83 $2K Reduce -39.9%
RYN Rayonier Inc. 0.00% 115 $2K Add +25.0%
COO The Cooper Cos Inc. 0.00% 34 $2K Add +750.0%
PGY Pagaya Technologies Ltd. Class A 0.00% 133 $2K New
IHG Intercontinental Hotels-ADR 0.00% 14 $2K No change
PKE Park Aerospace Corp. 0.00% 63 $2K New
CHTR Charter Communications Inc. Class A 0.00% 17 $2K Reduce -39.3%
ALC Alcon Inc. filed as ALCON AG 0.00% 36 $2K Reduce -28.0%
MTCH Match Group Inc. 0.00% 63 $2K No change
TE T1 Energy Inc. 0.00% 250 $2K New
LUNR Intuitive Machines Inc. 0.00% 110 $2K Add +57.1%
ALGT Allegiant Travel Co. 0.00% 20 $2K No change
CSGP Costar Group Inc. 0.00% 83 $2K Add +1283.3%
RGA Reinsurance Group of America 0.00% 11 $2K No change
AEG Aegon Ltd.-NY Reg SHR 0.00% 276 $2K Add +79.2%
SMR Nuscale Power Corp. 0.00% 231 $2K Reduce -17.8%
ENR Energizer Holdings Inc. 0.00% 108 $2K No change
PCOR Procore Technologies Inc. 0.00% 57 $2K Reduce -13.6%
ABTC American Bitcoin Corp. 0.00% 3,396 $2K Add +1134.9%
PCTY Paylocity Holding Corp. 0.00% 22 $2K Add +69.2%
PDD PDD Holdings Inc. 0.00% 30 $2K Add +3.5%
ESLT Elbit Systems Ltd. 0.00% 3 $2K No change
ICL Icl Group Ltd. 0.00% 455 $2K New
GEN Gen Digital Inc. 0.00% 91 $2K Add +11.0%
BALL Ball Corp. 0.00% 36 $2K Add +200.0%
INVH Invitation Homes Inc. 0.00% 74 $2K Add +196.0%
ESTC Elastic NV 0.00% 39 $2K Add +2.6%
HST Host Hotels & Resorts Inc. 0.00% 93 $2K Add +8.1%
IT Gartner Inc. 0.00% 17 $2K Reduce -15.0%
DWM Wisdomtree International Equ 0.00% 30 $2K No change
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC 0.00% 25 $2K Reduce -37.5%
CHRD Chord Energy Corp. 0.00% 19 $2K Add +46.1%
S Sentinelone Inc. Class A 0.00% 128 $2K Add +16.4%
NVMI Nova Ltd. 0.00% 4 $2K Add +33.3%
LULU Lululemon Athletica Inc. 0.00% 19 $2K Reduce -13.6%
SM SM Energy Co. 0.00% 83 $2K No change
VYMI Vanguard Int High DVD YLD Inc. 0.00% 22 $2K Reduce -85.2%
ERIE Erie Indemnity Company Class A 0.00% 9 $2K Add +200.0%
MGM MGM Resorts International 0.00% 45 $2K Add +4.7%
BAX Baxter International Inc. 0.00% 101 $2K New
RCAT Red Cat Holdings Inc. 0.00% 200 $2K No change
MAN Manpowergroup Inc. 0.00% 63 $2K Reduce -16.0%
TSN Tyson Foods Inc. Class A 0.00% 37 $2K Reduce -22.9%
MEDP Medpace Holdings Inc. 0.00% 4 $2K Add +33.3%
GGG Graco Inc. 0.00% 28 $2K Add +55.6%
DDS Dillards Inc. Class A 0.00% 4 $2K Add +100.0%
TXT Textron Inc. 0.00% 23 $2K Add +15.0%
FNV Franco-Nevada Corp. 0.00% 10 $2K No change
FWONA Liberty Media Corp. Class A 0.00% 24 $2K Add +140.0%
BF.B Brown-Forman Corp. Class B 0.00% 79 $2K Reduce -24.0%
FSK FS KKR Capital Corp. 0.00% 200 $2K No change
NMRK Newmark Group Inc. Class A 0.00% 139 $2K New
HLIT Harmonic Inc. 0.00% 128 $2K Reduce -80.4%
IONR Ioneer Ltd. - ADR 0.00% 482 $2K New
DTM DT Midstream Inc. 0.00% 14 $2K Reduce -26.3%
AVT Avnet Inc. 0.00% 23 $2K Add +9.5%
GPK Graphic Packaging Holding Co. 0.00% 193 $2K New
FOXA Fox Corp. Class A 0.00% 39 $2K Add +30.0%
PNW Pinnacle West Capital 0.00% 19 $2K Reduce -32.1%
JBHT Hunt (jb) Transprt SVCS Inc. 0.00% 7 $2K Add +133.3%
DY Dycom Industries Inc. 0.00% 4 $2K Add +33.3%
NBIX Neurocrine Biosciences Inc. 0.00% 12 $2K Reduce -20.0%
TECK Teck Resources Ltd.-CLS B 0.00% 34 $2K No change
CG The Carlyle Group Inc. 0.00% 48 $2K No change
IYW iShares Ustechnology ETF 0.00% 8 $2K No change
IFRA iShares US Infrastructure 0.00% 32 $2K New
FLUT Flutter Entertainment PLC-Di 0.00% 20 $2K Add +66.7%
HTHT H World Group Ltd.-ADR 0.00% 48 $2K Reduce -26.1%
FWONK Liberty Media Corp. Class C 0.00% 21 $2K No change
PGX Invesco Preferred ETF 0.00% 184 $2K Reduce -81.6%
ACHR Archer Aviation Inc. Class A 0.00% 420 $2K No change
EMBJ Embraer SA-Spon ADR 0.00% 31 $2K No change
BL Blackline Inc. 0.00% 70 $2K No change
QUAD Quad Graphics Inc. 0.00% 234 $2K Add +1.7%
PAG Penske Automotive Group Inc. 0.00% 11 $2K Add +57.1%
SF Stifel Financial Corp. 0.00% 28 $2K Reduce -40.4%
OLED Universal Display Corp. 0.00% 22 $2K Reduce -81.2%
TECH Bio-Techne Corp. 0.00% 27 $2K Add +200.0%
STE Steris PLC 0.00% 9 $2K Add +28.6%
CPAY Corpay Inc. 0.00% 6 $2K Add +20.0%
TDW Tidewater Inc. 0.00% 28 $2K No change
RBA RB Global Inc. 0.00% 16 $2K New
RRX Regal Rexnord Corp. 0.00% 8 $2K Add +100.0%
SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI 0.00% 317 $2K Add +104.5%
PHK PIMCO High Income Fund 0.00% 389 $2K No change
QGEN Qiagen N.V. 0.00% 46 $2K Add +130.0%
GNL Global Net Lease Inc. 0.00% 200 $2K New
QLYS Qualys Inc. 0.00% 13 $2K Reduce -61.8%
DVA Davita Inc. 0.00% 8 $2K Add +700.0%
JIRE JPMorgan Int Res Enh Eqty 0.00% 21 $2K No change
PHG Koninklijke Philips NVR- NY 0.00% 65 $2K Reduce -16.7%
JOBY Joby Aviation Inc. 0.00% 198 $2K Reduce -83.2%
NWSA News Corp. Class A 0.00% 71 $2K Reduce -7.8%
AVTR Avantor Inc. 0.00% 177 $2K Add +195.0%
ARR Armour Residential REIT Inc. 0.00% 100 $2K New
HLI Houlihan Lokey Inc. 0.00% 13 $2K Add +44.4%
EXEL Exelixis Inc. 0.00% 32 $2K Add +700.0%
AMCR Amcor PLC 0.00% 40 $2K Reduce -70.8%
VMI Valmont Industries 0.00% 3 $2K Add +50.0%
SPHR Sphere Entertainment Co. 0.00% 10 $2K No change
XSSPX Nuveen S&P 500 Dynam Overwr 0.00% 93 $2K No change
KRC Kilroy Realty Corp. 0.00% 46 $2K Add +187.5%
BBAI Bigbear.ai Holdings Inc. 0.00% 469 $2K Reduce -46.0%
SPH Suburban Propane Partners LP 0.00% 100 $2K New
CYTK Cytokinetics Inc. 0.00% 20 $2K Add +81.8%
MOG.A Moog Inc. Class A 0.00% 4 $2K New
USMF Wisdomtree US Multifactor Fu 0.00% 31 $2K No change
TAP Molson Coors Beverage Co. Class B 0.00% 43 $2K New
RRC Range Resources Corp. 0.00% 45 $2K Add +150.0%
RPRX Royalty Pharma PLC Class A 0.00% 30 $2K Add +233.3%
RARE Ultragenyx Pharmaceutical Inc. 0.00% 50 $2K Reduce -16.7%
VYX NCR Voyix Corp. 0.00% 204 $2K No change
OGN Organon & Co. 0.00% 123 $2K Add +64.0%
RPM RPM International Inc. 0.00% 15 $2K Add +25.0%
ALV Autoliv Inc. 0.00% 14 $2K Add +16.7%
HHH Howard Hughes Holdings Inc. 0.00% 23 $2K Add +43.8%
HRL Hormel Foods Corp. 0.00% 66 $2K Add +842.9%
UFPI Ufp Industries Inc. 0.00% 18 $2K New
UTHR United Therapeutics Corp. 0.00% 3 $2K Add +200.0%
NOV Nov Inc. 0.00% 87 $2K Add +74.0%
ALAR Alarum Technologies Ltd.-ADR 0.00% 200 $2K No change
COLB Columbia Banking System Inc. 0.00% 50 $2K New
EVLV Evolv Technologies Holdings 0.00% 276 $2K No change
IEX Idex Corp. 0.00% 7 $2K Add +133.3%
MITT TPG Mortgage Investment Trus 0.00% 200 $2K New
IVR Invesco Mortgage Capital 0.00% 200 $2K New
LAMR Lamar Advertising Co. Class A 0.00% 10 $2K No change
WSC Willscot Holdings Corp. 0.00% 54 $2K Reduce -10.0%
ANF Abercrombie & Fitch Co. Class A 0.00% 17 $2K Add +1600.0%
AKAM Akamai Technologies Inc. 0.00% 13 $2K Reduce -94.2%
TXNM TXNM Energy Inc. 0.00% 27 $2K Add +125.0%
OVV Ovintiv Inc. 0.00% 29 $2K New
ECHO Echostar Corp. Class A 0.00% 15 $2K Reduce -6.3%
JD Jd.com Inc.-ADR 0.00% 59 $2K Add +90.3%
HFRO Highland Opport & Income 0.00% 211 $2K No change
PCN PIMCO Corporate & Income STR 0.00% 125 $1K Add +228.9%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.00% 112 $1K Reduce -33.3%
BHVN Biohaven Ltd. 0.00% 100 $1K No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.00% 22 $1K No change
GPN Global Payments Inc. 0.00% 20 $1K Reduce -16.7%
TCOM Trip.com Group Ltd.-ADR 0.00% 37 $1K Add +117.7%
GTLB Gitlab Inc. Class A 0.00% 48 $1K Add +128.6%
TYL Tyler Technologies Inc. 0.00% 5 $1K Reduce -61.5%
DV Doubleverify Holdings Inc. 0.00% 134 $1K Add +69.6%
SILJ Amplify Junior Silver Miners 0.00% 56 $1K No change
CGNX Cognex Corp. 0.00% 20 $1K No change
BHRB Burke & Herbert Financial SE 0.00% 20 $1K New
LQDA Liquidia Corp. 0.00% 18 $1K No change
ESI Element Solutions Inc. 0.00% 30 $1K Add +500.0%
DOCU Docusign Inc. 0.00% 32 $1K Reduce -20.0%
GATX Gatx Corp. 0.00% 8 $1K Add +14.3%
PDX PIMCO Dynamic Income Strat 0.00% 68 $1K No change
EHC Encompass Health Corp. 0.00% 14 $1K Add +7.7%
WMG Warner Music Group Corp. Class A 0.00% 52 $1K Reduce -50.5%
FTGC First Trust Global Tactical 0.00% 52 $1K Reduce -73.5%
SLVR Sprott SLVR Miner & PHY SLVR 0.00% 28 $1K No change
NYT New York Times Co. Class A 0.00% 20 $1K No change
QRVO Qorvo Inc. 0.00% 15 $1K Add +650.0%
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 0.00% 96 $1K Add +104.3%
PCY Invesco Emerging Markets Sov 0.00% 64 $1K New
LEGN Legend Biotech Corp.-ADR 0.00% 48 $1K No change
ALSN Allison Transmission Holding 0.00% 12 $1K Add +20.0%
ARMK Aramark 0.00% 24 $1K Add +118.2%
MLI Mueller Industries Inc. 0.00% 11 $1K Add +175.0%
HYPR Hyperfine Inc. 0.00% 1,000 $1K New
AIZ Assurant Inc. 0.00% 5 $1K Reduce -37.5%
BTAL Agf US Market Neutral Anti-B 0.00% 120 $1K No change
MKSI MKS Inc. 0.00% 3 $1K New
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.00% 12 $1K Add +33.3%
KTB Kontoor Brands Inc. 0.00% 16 $1K No change
SAIC Science Applications Inte 0.00% 12 $1K Reduce -29.4%
ULS Ul Solutions Inc. Class A 0.00% 13 $1K No change
ARE Alexandria Real Estate Equit 0.00% 25 $1K Add +177.8%
LAZ Lazard Inc. 0.00% 31 $1K Add +34.8%
SSB Southstate Bank Corp. 0.00% 13 $1K Add +160.0%
ELVR Elevra Lithium Ltd. 0.00% 19 $1K No change
MRP Millrose Properties 0.00% 43 $1K Reduce -51.7%
EWBC East West Bancorp Inc. 0.00% 10 $1K Add +42.9%
JBLU Jetblue Airways Corp. 0.00% 225 $1K No change
UAA Under Armour Inc. Class A 0.00% 200 $1K No change
PBF PBF Energy Inc. Class A 0.00% 28 $1K Add +600.0%
PDBC Invesco Optimum Yield Divers 0.00% 80 $1K Reduce -46.0%
BURL Burlington Stores Inc. 0.00% 4 $1K No change
UFO Procure Space ETF 0.00% 25 $1K No change
GMED Globus Medical Inc. Class A 0.00% 16 $1K Add +23.1%
GGT Gabelli Multimedia Trust Inc. 0.00% 300 $1K No change
PSKY Paramount Skydance Class B 0.00% 128 $1K Add +117.0%
HDB HDFC Bank Ltd.-ADR 0.00% 49 $1K No change
DINO HF Sinclair Corp. 0.00% 18 $1K Add +1700.0%
ATR Aptargroup Inc. 0.00% 10 $1K New
SPHB Invesco S&P 500 High Beta Et 0.00% 8 $1K No change
SYNA Synaptics Inc. 0.00% 10 $1K New
JLL Jones Lang Lasalle Inc. 0.00% 4 $1K Reduce -50.0%
CRS Carpenter Technology 0.00% 2 $1K New
BKLC BNY Mellon US LRG Cap Cor 0.00% 9 $1K Add +125.0%
ATMU Atmus Filtration Technologie 0.00% 24 $1K No change
ARKF ARK Blockchain & Fintech Inn 0.00% 31 $1K No change
ESNT Essent Group Ltd. 0.00% 19 $1K New
VNO Vornado Realty Trust 0.00% 31 $1K Add +72.2%
VGNT Versigent PLC 0.00% 29 $1K Reduce -13.8%
OII Oceaneering Intl Inc. 0.00% 30 $1K Add +50.0%
BBY Best Buy Co. Inc. 0.00% 16 $1K Reduce -42.9%
VKTX Viking Therapeutics Inc. 0.00% 31 $1K Add +63.2%
GDDY GoDaddy Inc. Class A 0.00% 14 $1K Reduce -33.3%
TPB Turning Point Brands Inc. 0.00% 14 $1K No change
GBCI Glacier Bancorp Inc. 0.00% 23 $1K New
DDM Proshares Ultra DOW30 0.00% 18 $1K No change
TBRG Trubridge Inc. 0.00% 45 $1K New
HALO Halozyme Therapeutics Inc. 0.00% 15 $1K Add +66.7%
PHI PLDT Inc.-Spon ADR 0.00% 67 $1K Reduce -23.9%
SSL Sasol Ltd.-Sponsored ADR 0.00% 119 $1K No change
CNA Cna Financial Corp. 0.00% 24 $1K Reduce -83.1%
ESS Essex Property Trust Inc. 0.00% 4 $1K Reduce -42.9%
BLDR Builders Firstsource Inc. 0.00% 13 $1K Add +0.0%
TEM Tempus AI Inc. Class A 0.00% 20 $1K Reduce -16.7%
LIVN Livanova PLC 0.00% 14 $1K Add +75.0%
ALLY Ally Financial Inc. 0.00% 25 $1K Add +66.7%
LII Lennox International Inc. 0.00% 2 $1K Reduce -33.3%
PUK Prudential PLC-ADR 0.00% 43 $1K Reduce -64.5%
IEF iShares 7-10 Year Treasury B 0.00% 12 $1K Reduce -70.7%
DIREXION SHARES ETF TRUST 0.00% 350 $1K New
PSI Invesco Semiconductors ETF 0.00% 6 $1K No change
TRP TC Energy Corp. 0.00% 17 $1K No change
HAE Haemonetics Corp. 0.00% 15 $1K New
FN Fabrinet 0.00% 2 $1K Add +100.0%
PATH Uipath Inc. Class A 0.00% 102 $1K Reduce -16.4%
BSY Bentley Systems Inc. Class B 0.00% 37 $1K Reduce -40.3%
JEF Jefferies Financial Group Inc. 0.00% 22 $1K No change
TW Tradeweb Markets Inc. Class A 0.00% 11 $1K Add +57.1%
PB Prosperity Bancshares Inc. 0.00% 15 $1K New
CBT Cabot Corp. 0.00% 12 $1K Add +9.1%
TIGO Millicom Intl Cellular S.A. 0.00% 12 $1K New
AOS Smith (a.o.) Corp. 0.00% 17 $1K Add +13.3%
HQY Healthequity Inc. 0.00% 12 $1K No change
APG Api Group Corp. 0.00% 25 $1K Reduce -10.7%
SBAC SBA Communications Corp. 0.00% 6 $1K Add +20.0%
DLB Dolby Laboratories Inc. Class A 0.00% 20 $1K New
INGR Ingredion Inc. 0.00% 11 $1K New
PK Park Hotels & Resorts Inc. 0.00% 73 $1K New
XMPT Vaneck Cef Muni Income ETF 0.00% 47 $1K Add +2.2%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.00% 21 $1K No change
FMX Fomento Economico Mex-SP ADR 0.00% 8 $1K No change
CHWY Chewy Inc. Class A 0.00% 52 $1K Reduce -57.0%
TKR Timken Co. 0.00% 7 $1K Add +250.0%
AMG Affiliated Managers Group 0.00% 3 $1K No change
ALGN Align Technology Inc. 0.00% 6 $1K Reduce -50.0%
J Jacobs Solutions Inc. 0.00% 8 $1K Add +60.0%
OPCH Option Care Health Inc. 0.00% 48 $1K New
SRPT Sarepta Therapeutics Inc. 0.00% 56 $1K Add +60.0%
DLS Wisdomtree Intl S/C DVD Fund 0.00% 12 $1K No change
LINE Lineage Inc. 0.00% 23 $995 Add +15.0%
TNL Travel + Leisure Co. 0.00% 13 $994 Add +8.3%
SSNC Ss&c Technologies Holdings 0.00% 16 $993 Add +220.0%
GT Goodyear Tire & Rubber Co. 0.00% 150 $990 No change
COLM Columbia Sportswear Co. 0.00% 16 $989 Add +14.3%
ATI Ati Inc. 0.00% 5 $986 New
AFG American Financial Group Inc. 0.00% 7 $980 Add +133.3%
BMR Beamr Imaging Ltd. 0.00% 700 $980 No change
RKT Rocket Cos Inc. Class A 0.00% 62 $977 Reduce -25.3%
DOCS Doximity Inc. Class A 0.00% 47 $975 Reduce -52.5%
GNOM Global X Genomics & Biotechn 0.00% 17 $966 No change
KRG Kite Realty Group Trust 0.00% 34 $965 Reduce -67.6%
IOT Samsara Inc. Class A 0.00% 30 $965 Reduce -33.3%
JAZZ Jazz Pharmaceuticals PLC 0.00% 4 $964 No change
ST Sensata Technologies Holdplc 0.00% 20 $955 New
CIB Grupo Cibest SA-ADR 0.00% 12 $953 Reduce -25.0%
HRZN Horizon Technology Finance C 0.00% 200 $946 New
CCC CCC Intelligent Solutions Ho 0.00% 183 $944 Add +4.6%
ABEV Ambev SA-ADR 0.00% 299 $939 No change
LEA Lear Corp. 0.00% 7 $938 Add +75.0%
FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD 0.00% 10 $937 No change
MORN Morningstar Inc. 0.00% 6 $936 Add +200.0%
RNG Ringcentral Inc. Class A 0.00% 24 $936 No change
TPG TPG Inc. 0.00% 23 $933 Add +475.0%
LTM Latam Airlines Group SA-ADR 0.00% 16 $932 No change
FTAI Ftai Aviation Ltd. 0.00% 3 $930 Reduce -50.0%
DAR Darling Ingredients Inc. 0.00% 17 $929 No change
SLGN Silgan Holdings Inc. 0.00% 20 $928 New
PBA Pembina Pipeline Corp. 0.00% 20 $925 No change
JBS JBS NV-A 0.00% 78 $924 Add +47.2%
LUMENT FINANCE TRUST INC 0.00% 1,000 $920 New
ETSY Etsy Inc. 0.00% 12 $904 No change
CFR Cullen/Frost Bankers Inc. 0.00% 6 $901 No change
ENIC Enel Chile SA-ADR 0.00% 200 $900 New
TRI Thomson Reuters Corp. 0.00% 11 $898 Reduce -34.2%
MTDR Matador Resources Co. 0.00% 18 $896 New
VC Visteon Corp. 0.00% 9 $893 Add +12.5%
WSE Wise Group PLC Class A 0.00% 75 $893 New
CR Crane Co. 0.00% 4 $892 Reduce -33.3%
GFL GFL Environmental Inc.-Sub VT 0.00% 24 $883 Reduce -35.1%
HMY Harmony Gold MNG-Spon ADR 0.00% 58 $882 Add +56.8%
BRBR Bellring Brands Inc. 0.00% 68 $880 Reduce -28.4%
EXLS Exlservice Holdings Inc. 0.00% 34 $879 Reduce -58.5%
PRGO Perrigo Co. PLC 0.00% 84 $873 Add +64.7%
LAD Lithia Motors Inc. 0.00% 3 $871 Add +200.0%
REZI Resideo Technologies Inc. 0.00% 28 $871 No change
TRMB Trimble Inc. 0.00% 17 $870 Reduce -26.1%
CBSH Commerce Bancshares Inc. 0.00% 15 $866 New
WCLD Wisdomtree Cloud Computing 0.00% 27 $866 No change
AMX America Movil Sab DE CV 0.00% 33 $858 No change
BMRN Biomarin Pharmaceutical Inc. 0.00% 15 $858 Add +7.1%
AXIAY Axia Energia-ADR 0.00% 81 $855 No change
CIG Cia Energetica DE-Spon ADR 0.00% 407 $855 New
KOF Coca-Cola Femsa Sab-SP ADR 0.00% 8 $850 No change
ZTO Zto Express Cayman Inc.-ADR 0.00% 38 $850 Reduce -44.1%
ETD Ethan Allen Interiors Inc. 0.00% 38 $849 No change
MUR Murphy Oil Corp. 0.00% 26 $849 No change
BBUC Brookfield Business Corp. Class A 0.00% 28 $842 No change
AGCO Agco Corp. 0.00% 7 $838 Add +250.0%
ADC Agree Realty Corp. 0.00% 11 $833 No change
DGRS Wisdomtree U.S. Smallcap Qua 0.00% 14 $831 No change
UGI Ugi Corp. 0.00% 24 $829 Add +26.3%
RGEN Repligen Corp. 0.00% 6 $819 Add +50.0%
PSO Pearson PLC-Sponsored ADR 0.00% 51 $810 No change
MSGE Madison Square Garden Entert 0.00% 10 $809 No change
HCKT The Hackett Group Inc. 0.00% 75 $808 No change
DEM Wisdomtree Emerging Markets 0.00% 15 $807 No change
IIPR Innovative Industrial Proper 0.00% 13 $806 No change
PAAS Pan American Silver Corp. 0.00% 18 $806 New
DUOL Duolingo 0.00% 7 $805 Add +40.0%
SNX TD Synnex Corp. 0.00% 3 $802 No change
FR First Industrial Realty TR 0.00% 13 $797 New
LECO Lincoln Electric Holdings 0.00% 3 $797 No change
MNDY Monday.com Ltd. 0.00% 11 $796 New
HLNE Hamilton Lane Inc. Class A 0.00% 10 $788 Add +233.3%
BETA Beta Technologies Inc. Class A 0.00% 47 $787 Add +135.0%
RMTI Rockwell Medical Inc. 0.00% 1,421 $782 No change
GFI Gold Fields Ltd.-Spons ADR 0.00% 23 $773 Reduce -4.2%
RBLX Roblox Corp. Class A 0.00% 14 $769 Reduce -44.0%
FIG Figma Inc. Class A 0.00% 42 $768 No change
HERO Global X Video Games& Esport 0.00% 31 $768 No change
BOTZ Global X Robotics & Artifici 0.00% 20 $762 No change
INVZ Innoviz Technologies Ltd. 0.00% 1,000 $761 No change
ALIT Alight Inc. Class A 0.00% 1,355 $759 No change
LBTYK Liberty Global Ltd. Class C 0.00% 69 $759 New
WH Wyndham Hotels & Resorts Inc. 0.00% 9 $758 Add +50.0%
PAYC Paycom Software Inc. 0.00% 6 $754 Reduce -33.3%
TLK Telkom Indonesia Persero-ADR filed as TELEKOMUNIKASI IND 0.00% 56 $752 Add +40.0%
SWBI Smith & Wesson Brands Inc. 0.00% 50 $752 No change
SFD Smithfield Foods Inc. 0.00% 31 $752 Add +19.2%
RCI Rogers Communications Inc. Class B 0.00% 23 $748 Add +4.5%
RS Reliance Inc. 0.00% 2 $747 New
ARIS Aris Mining Corp. 0.00% 50 $746 No change
BKH Black Hills Corp. 0.00% 10 $744 New
CVE Cenovus Energy Inc. 0.00% 30 $744 No change
UHS Universal Health Services-B 0.00% 5 $743 Add +25.0%
WEN The Wendy's Co. 0.00% 89 $738 Add +34.9%
LPLA LPL Financial Holdings Inc. 0.00% 3 $737 Reduce -50.0%
IQDG Wisdomtree Intl QLTY DVD GRW 0.00% 17 $732 No change
LDRI Ishrs Ib 1-5 Year Tips L ETF 0.00% 28 $725 New
SARO Standardaero Inc. 0.00% 24 $718 Add +4.3%
GL Globe Life Inc. 0.00% 4 $715 No change
OSCR Oscar Health Inc. Class A 0.00% 25 $713 No change
PTLO Portillo's Inc. Class A 0.00% 150 $711 No change
CART Maplebear Inc. 0.00% 15 $710 Add +114.3%
CVLT Commvault Systems Inc. 0.00% 5 $709 Add +400.0%
PPLT Abrdn Physical Platinum SHRS 0.00% 50 $707 No change
EXPO Exponent Inc. 0.00% 12 $705 Reduce -33.3%
CGC Canopy Growth Corp. 0.00% 735 $698 No change
BOKF Bok Financial Corporation 0.00% 5 $694 Add +66.7%
TRN Trinity Industries Inc. 0.00% 20 $692 Reduce -81.3%
HR Healthcare Realty Trust Inc. 0.00% 34 $686 New
MZTI The Marzetti Company 0.00% 6 $685 Add +200.0%
MTN Vail Resorts Inc. 0.00% 5 $681 New
ZENA Zenatech Inc. 0.00% 450 $675 No change
XENE Xenon Pharmaceuticals Inc. 0.00% 11 $664 New
CHH Choice Hotels Intl Inc. 0.00% 6 $662 New
TRLV Trulieve Cannabis Corp. 0.00% 67 $659 New
SLAB Silicon Laboratories Inc. 0.00% 3 $656 Reduce -25.0%
BNT Brookfield Wealth Solutions 0.00% 15 $653 No change
AUR Aurora Innovation Inc. 0.00% 95 $648 Add +239.3%
ELS Equity Lifestyle Properties 0.00% 10 $645 Reduce -23.1%
CACC Credit Acceptance Corp. 0.00% 1 $637 No change
PEN Penumbra Inc. 0.00% 2 $632 Reduce -75.0%
STLA Stellantis NV 0.00% 110 $631 New
SWX Southwest Gas Holdings Inc. 0.00% 7 $621 New
TWO Two Harbors Investment Corp. 0.00% 50 $621 New
LSTR Landstar System Inc. 0.00% 3 $620 No change
REYN Reynolds Consumer Products I 0.00% 23 $618 New
EGP Eastgroup Properties Inc. 0.00% 3 $608 No change
CZR Caesars Entertainment Inc. 0.00% 20 $604 New
UPST Upstart Holdings Inc. 0.00% 17 $602 No change
BIO Bio-Rad Laboratories-A 0.00% 2 $587 New
CYH Community Health Systems Inc. 0.00% 175 $585 No change
PLGO Pelagos Insurance Capital LT 0.00% 24 $584 New
TOWN Towne Bank 0.00% 16 $580 New
SNN Smith & Nephew PLC -Spon ADR 0.00% 20 $576 Add +81.8%
WFRD Weatherford International PL 0.00% 7 $571 No change
RBRK Rubrik Inc. Class A 0.00% 7 $562 Add +133.3%
PFGC Performance Food Group Co. 0.00% 5 $559 New
GME Gamestop Corp. Class A 0.00% 25 $552 No change
IRT Independence Realty Trust Inc. 0.00% 33 $551 New
FMS Fresenius Medical Care-ADR 0.00% 24 $543 New
HIW Highwoods Properties Inc. 0.00% 18 $543 New
NTRA Natera Inc. 0.00% 2 $543 Add +100.0%
LCID Lucid Group Inc. 0.00% 81 $542 No change
PRNT The 3D Printing ETF 0.00% 22 $541 No change
NTB Bank of N.T. Butterfield&son 0.00% 9 $536 New
R Ryder System Inc. 0.00% 2 $528 No change
FFIN First Finl Bankshares Inc. 0.00% 15 $519 New
NNDM Nano Dimension Ltd. - ADR 0.00% 358 $519 No change
BXMT Blackstone Mortgage Tru Class A 0.00% 30 $509 New
TH Target Hospitality Corp. 0.00% 25 $509 New
NWE Northwestern Energy Group Inc. 0.00% 7 $501 New
DCI Donaldson Co. Inc. 0.00% 6 $499 Add +20.0%
PLUN Plutonian Acqin Corp. II Class A 0.00% 50 $498 New
NUVL Nuvalent Inc. Class A 0.00% 4 $494 New
ENPH Enphase Energy Inc. 0.00% 10 $492 New
WTMF Wisdomtree MGD Futures Strat 0.00% 12 $490 No change
FRME First Merchants Corp. 0.00% 11 $481 New
CUZ Cousins Properties Inc. 0.00% 16 $480 New
MSM MSC Industrial Direct Co. Class A 0.00% 4 $476 New
BNL Broadstone Net Lease Inc. 0.00% 23 $475 New
OLN Olin Corp. 0.00% 24 $471 New
ENS Enersys 0.00% 2 $468 No change
JHG Janus Henderson Group PLC 0.00% 9 $468 Reduce -76.3%
TLRY Tilray Brands Inc. 0.00% 103 $462 Reduce -24.3%
ROIV Roivant Sciences Ltd. 0.00% 13 $460 New
FSLY Fastly Inc. Class A 0.00% 25 $459 No change
WTPI Wisdomtree Equity Premium Inc. 0.00% 14 $459 No change
VHC Virnetx Holding Corp. 0.00% 36 $457 No change
AR Antero Resources Corp. 0.00% 13 $456 Add +30.0%
OSS One Stop Systems Inc. 0.00% 25 $455 New
VIA Via Transportation Inc. Class A 0.00% 25 $454 No change
EXP Eagle Materials Inc. 0.00% 2 $450 Reduce -33.3%
WERN Werner Enterprises Inc. 0.00% 10 $450 No change
EPRT Essential Properties Realty 0.00% 15 $448 New
LEN.B Lennar Corp. Class B 0.00% 5 $444 No change
EVEX Eve Holding Inc. filed as EVE HLDG INC 0.00% 175 $439 No change
RHI Robert Half Inc. 0.00% 14 $430 Reduce -58.8%
THG Hanover Insurance Group Inc./ 0.00% 2 $428 New
ERTH Invesco MSCI Sustainable Fut 0.00% 9 $426 No change
SSD Simpson Manufacturing Co. Inc. 0.00% 2 $419 No change
MTZ Mastec Inc. 0.00% 1 $416 No change
CLVT Clarivate PLC 0.00% 192 $415 Reduce -24.1%
KEX Kirby Corp. 0.00% 3 $408 No change
FLG Flagstar Bank NA 0.00% 27 $403 New
TKO Tko Group Holdings Inc. 0.00% 2 $403 Add +100.0%
FNB FNB Corp. 0.00% 21 $401 New
GLNG Golar LNG Ltd. 0.00% 8 $399 New
TTC Toro Co. 0.00% 4 $397 Reduce -33.3%
BRSL Brightstar Lottery PLC 0.00% 37 $397 New
TRNO Terreno Realty Corp. 0.00% 6 $396 New
ASH Ashland Inc. 0.00% 6 $395 New
CLNE Clean Energy Fuels Corp. 0.00% 192 $394 No change
LIT Global X Lithium & Battery T 0.00% 5 $391 Reduce -98.0%
PSMT Pricesmart Inc. 0.00% 2 $391 New
GPRO Gopro Inc. Class A 0.00% 500 $389 No change
SIGI Selective Insurance Group 0.00% 4 $388 New
INN Summit Hotel Properties Inc. 0.00% 55 $388 No change
FHN First Horizon Corp. 0.00% 15 $385 New
TLN Talen Energy Corp. 0.00% 1 $384 Reduce -50.0%
QS Quantumscape Corp. 0.00% 50 $378 No change
AYI Acuity Inc. 0.00% 1 $377 New
GLDG Goldmining Inc. 0.00% 413 $375 Reduce -88.2%
ECC Eagle Point Credit Co. 0.00% 100 $372 New
SPIR Spire Global Inc. 0.00% 20 $372 No change
CRC California Resources Corp. 0.00% 7 $370 New
COHU Cohu Inc. 0.00% 5 $370 New
FRT Federal Realty Invs Trust 0.00% 3 $370 New
W Wayfair Inc. Class A 0.00% 4 $370 Add +300.0%
REXR Rexford Industrial Realty Inc. 0.00% 11 $369 New
PRK Park National Corp. 0.00% 2 $366 New
CTRE Caretrust REIT Inc. 0.00% 9 $363 New
PIPR Piper Sandler Cos 0.00% 5 $362 New
EG Everest Group Ltd. 0.00% 1 $357 Reduce -88.9%
VLY Valley National Bancorp 0.00% 24 $352 New
FLO Flowers Foods Inc. 0.00% 44 $348 New
WING Wingstop Inc. 0.00% 2 $347 Add +100.0%
FER Ferrovial NV 0.00% 5 $343 Add +66.7%
CWEN Clearway Energy Inc. Class C 0.00% 10 $342 No change
AS Amer Sports Inc. 0.00% 10 $338 New
BLNK Blink Charging Co. 0.00% 525 $336 No change
RUN Sunrun Inc. 0.00% 25 $335 No change
PPTA Perpetua Resources Corp. 0.00% 16 $332 Add +60.0%
NIC Nicolet Bankshares Inc. 0.00% 2 $331 New
LAUR Laureate Education Inc. 0.00% 9 $327 New
ARWR Arrowhead Pharmaceuticals Inc. 0.00% 4 $326 Add +100.0%
PPLI People Inc. 0.00% 7 $323 Add +133.3%
TFSL TFS Financial Corp. 0.00% 18 $319 New
GPGI Gpgi Inc. 0.00% 20 $317 No change
IONS Ionis Pharmaceuticals Inc. 0.00% 4 $317 New
EVGO Evgo Inc. 0.00% 165 $315 No change
AHR American Healthcare REIT Inc. 0.00% 6 $313 New
NLOP Net Lease Office Property 0.00% 28 $312 No change
FMC FMC Corp. 0.00% 27 $311 New
TCBI Texas Capital Bancshares Inc. 0.00% 3 $310 New
AXTA Axalta Coating Systems Ltd. 0.00% 9 $308 New
FIGS Figs Inc. Class A 0.00% 30 $307 No change
BBT Beacon Financial Corp. 0.00% 10 $305 New
BAH Booz Allen Hamilton Holdings 0.00% 5 $303 Reduce -44.4%
PJT PJT Partners Inc. Class A 0.00% 2 $302 No change
GEF Greif Inc. Class A 0.00% 4 $298 Reduce -42.9%
MTRN Materion Corp. 0.00% 1 $297 New
EDIT Editas Medicine Inc. 0.00% 90 $292 No change
ROL Rollins Inc. 0.00% 7 $292 Reduce -92.2%
CNH CNH Industrial NV 0.00% 26 $292 New
GHI Greystone Housing Impact Inv 0.00% 50 $290 New
VIAV Viavi Solutions Inc. 0.00% 6 $287 Add +200.0%
AAMI Acadian Asset Management Inc. 0.00% 4 $286 New
HOMB Home Bancshares Inc. 0.00% 10 $286 New
UMBF Umb Financial Corp. 0.00% 2 $286 New
BFAM Bright Horizons Family Solut 0.00% 4 $284 Reduce -60.0%
SHC Sotera Health Co. 0.00% 16 $284 New
BCO The Brink's Co. 0.00% 3 $283 New
IDCC Interdigital Inc. 0.00% 1 $283 Reduce -50.0%
BCE Bce Inc. 0.00% 13 $280 Reduce -71.1%
SKYY First Trust Cloud Computing 0.00% 2 $269 No change
KLIC Kulicke & Soffa Industries 0.00% 2 $268 New
TMDX Transmedics Group Inc. 0.00% 4 $266 No change
TRMD Torm PLC-A 0.00% 10 $261 No change
PLAB Photronics Inc. 0.00% 8 $260 New
BIRK Birkenstock Holding PLC 0.00% 6 $258 Reduce -50.0%
U Unity Software Inc. 0.00% 9 $257 New
GSM Ferroglobe PLC 0.00% 80 $254 New
SPDW Ste STR SPDR PT DW Eu ETF 0.00% 5 $252 Reduce -95.3%
VCTR Victory Capital Holding - A 0.00% 3 $252 New
SXT Sensient Technologies Corp. 0.00% 2 $247 New
QUBT Quantum Computing Inc. 0.00% 25 $243 Reduce -88.4%
FIVE Five Below 0.00% 1 $241 Reduce -91.7%
AGO Assured Guaranty Ltd. 0.00% 3 $240 New
REG Regency Centers Corp. 0.00% 3 $239 No change
RZLT Rezolute Inc. 0.00% 46 $239 New
AMC AMC Entertainment HLDS Class A 0.00% 125 $238 No change
NXT Nextpower Inc. 0.00% 2 $238 New
CING Cingulate Inc. 0.00% 43 $237 No change
M Macy's Inc. 0.00% 10 $236 New
OLLI Ollie's Bargain Outlet Holdi 0.00% 3 $231 New
IBOC International Bancshares CRP 0.00% 3 $228 New
KD Kyndryl Holdings Inc. 0.00% 20 $226 Reduce -89.2%
PPC Pilgrim's Pride Corp. 0.00% 8 $225 New
CSTM Constellium SE 0.00% 7 $223 New
ELF Elf Beauty Inc. 0.00% 3 $222 Reduce -78.6%
LDOS Leidos Holdings Inc. 0.00% 2 $222 Reduce -99.3%
CMCT Creative Media & Community T 0.00% 68 $221 Reduce -0.4%
EEFT Euronet Worldwide Inc. 0.00% 3 $220 Add +50.0%
DIOD Diodes Inc. 0.00% 2 $219 New
VOOV Vanguard S&P 500 Value ETF 0.00% 1 $219 No change
TEX Terex Corp. 0.00% 3 $217 No change
IMUX Immunic Inc. 0.00% 14 $215 No change
INSM Insmed Inc. 0.00% 2 $213 No change
AMCX AMC Global Media Inc. 0.00% 21 $210 No change
SUI Sun Communities Inc. filed as SUN CMNTYS INC 0.00% 2 $210 New
LAR Lithium Argentina AG 0.00% 25 $207 No change
CHYM Chime Financial Inc. Class A 0.00% 10 $205 No change
NLY Annaly Capital Management Inc. 0.00% 9 $201 Reduce -80.0%
COTY Coty Inc. Class A 0.00% 92 $199 Reduce -83.7%
GTES Gates Industrial Corp. UK Ltd. 0.00% 7 $196 No change
H Hyatt Hotels Corp. Class A 0.00% 1 $194 No change
COLD Americold Realty Trust Inc. 0.00% 12 $189 Reduce -82.1%
DOX Amdocs Ltd. 0.00% 4 $189 Reduce -33.3%
RVMD Revolution Medicines Inc. 0.00% 1 $187 New
TTMI TTM Technologies 0.00% 1 $187 New
THC Tenet Healthcare Corp. 0.00% 1 $187 Reduce -50.0%
AN Autonation Inc. 0.00% 1 $186 Reduce -50.0%
CELH Celsius Holdings Inc. 0.00% 6 $184 Reduce -95.3%
KBR KBR Inc. 0.00% 5 $173 New
KMX Carmax Inc. 0.00% 3 $172 No change
CRBG Corebridge Financial Inc. 0.00% 6 $172 New
MDU Mdu Resources Group Inc. 0.00% 8 $170 New
SON Sonoco Products Co. 0.00% 3 $169 Reduce -62.5%
MAT Mattel Inc. 0.00% 12 $167 New
LBRDA Liberty Broadband-A 0.00% 5 $166 New
RH RH 0.00% 1 $165 No change
TOL Toll Brothers Inc. 0.00% 1 $165 New
NOVT Novanta Inc. 0.00% 1 $162 No change
SMTC Semtech Corp. 0.00% 1 $162 New
LOAR Loar Holdings Inc. 0.00% 2 $161 Reduce -71.4%
FORM Formfactor Inc. 0.00% 1 $160 New
XRAY Dentsply Sirona Inc. 0.00% 15 $159 New
ALK Alaska Air Group Inc. 0.00% 3 $157 Reduce -57.1%
HGV Hilton Grand Vacations Inc. 0.00% 3 $157 No change
REPL Replimune Group Inc. 0.00% 14 $155 New
XRX Xerox Holdings Corp. 0.00% 50 $155 Add +2.0%
EMBC Embecta Corp. 0.00% 47 $153 Add +95.8%
GH Guardant Health Inc. 0.00% 1 $150 Reduce -94.7%
TREX Trex Company Inc. filed as TREX INC 0.00% 3 $150 New
HWC Hancock Whitney Corp. 0.00% 2 $149 New
PVH PVH Corp. 0.00% 2 $149 New
GRWG Growgeneration Corp. 0.00% 100 $148 No change
SMMT Summit Therapeutics Inc. 0.00% 10 $146 Reduce -60.0%
TRU Transunion 0.00% 2 $144 Reduce -71.4%
TMHC Taylor Morrison Home Corp. 0.00% 2 $143 New
AOUT American Outdoor Brands Inc. 0.00% 12 $141 No change
ALLE Allegion PLC 0.00% 1 $140 Reduce -83.3%
YOLO Advisorshares Pure Cannabis 0.00% 48 $139 New
G Genpact Ltd. 0.00% 5 $138 New
AM Antero Midstream Corp. 0.00% 6 $137 New
INGM Ingram Micro Holding Corp. 0.00% 5 $137 No change
NSA National Storage Affiliates 0.00% 3 $133 New
DLHC DLH Holdings Corp. filed as DLH HLDGS CORP 0.00% 25 $131 No change
TFX Teleflex Inc. 0.00% 1 $127 No change
MHK Mohawk Industries Inc. 0.00% 1 $121 New
DUOT Duos Technologies Group Inc. 0.00% 10 $120 No change
VVV Valvoline Inc. 0.00% 3 $119 New
STNE Stoneco Ltd. Class A 0.00% 10 $108 No change
IBIO Ibio Inc. 0.00% 60 $105 No change
LKQ LKQ Corp. 0.00% 4 $105 Reduce -75.0%
SFIX Stitch Fix Inc. Class A 0.00% 23 $95 No change
CHDN Churchill Downs Inc. 0.00% 1 $90 New
POST Post Holdings Inc. filed as POST HLDGS INC 0.00% 1 $88 New
ARAI Arrive AI Inc. 0.00% 200 $86 No change
CERT Certara Inc. 0.00% 13 $85 Reduce -80.0%
SPCE Virgin Galactic Holdings Inc. 0.00% 28 $81 No change
OGS One Gas Inc. 0.00% 1 $77 New
LEDS Semileds Corp. 0.00% 45 $75 No change
SPRU Spruce Power Holding Corp. 0.00% 29 $75 No change
GTX Garrett Motion Inc. 0.00% 2 $74 No change
GDRX Goodrx Holdings Inc. Class A 0.00% 25 $72 No change
WD Walker & Dunlop Inc. 0.00% 1 $65 New
SNDL SNDL Inc. 0.00% 47 $63 No change
HBIO Harvard Bioscience Inc. 0.00% 10 $62 No change
NXDT Nexpoint Diversified Real Es 0.00% 12 $62 No change
CHPT Chargepoint Holdings Inc. 0.00% 10 $59 No change
CNDT Conduent Inc. 0.00% 36 $53 No change
CORZ Core Scientific Inc. 0.00% 2 $51 No change
RGP Resources Connection Inc. 0.00% 12 $51 No change
CDIO Cardio Diagnostics Holdings 0.00% 16 $35 No change
WW WW International Inc.-New filed as WW INTL INC 0.00% 2 $32 No change
EVGN Evogene Ltd. 0.00% 65 $29 No change
GMAB Genmab A/S -SP ADR 0.00% 1 $27 No change
CE Celanese Corp. 0.00% 1 $24 No change
GNW Genworth Financial Inc. 0.00% 2 $19 No change
VRP Invesco Variable Rate Prefer 0.00% 1 $18 Reduce -90.9%
AQMS Aqua Metals Inc. 0.00% 5 $14 No change
ASAN Asana Inc. Class A 0.00% 2 $14 No change
IQ Iqiyi Inc.-ADR 0.00% 10 $10 No change
ONL Orion Properties Inc. 0.00% 3 $9 No change
PRTS Carparts.com Inc. 0.00% 1 $6 Reduce -78.7%
LFS Leifras Co. Ltd.-ADR 0.00% 2 $5 No change
IQST Iqstel Inc. 0.00% 2 $2 No change
BURU Nuburu Inc. 0.00% 10 $1 No change
Other holdings (5): bonds, preferreds, convertibles and warrants · $195 (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 6$160No change
BBAI.WS Bigbear.ai Holdings -CW28 *W EXP 12/08/202 45$16No change
XRXDW Xerox Holdings Corp. *W EXP 02/11/202 24$7No change
GME.WS Gamestop Corp. *W EXP 10/30/202 2$6No change
GENVR Gen Digital Inc. - CVR RIGHT 99/99/9999 5$6No change
Lines left out (6) · $180 — a value with no share or principal amount
SecurityClassSharesValue
HII Huntington Ingalls Industrie COM0$137
CWS Advisorshares Equity Focused ADVISORSHS ETF0$23
SNSR Global X Internet of Things INTERNET OF THNG0$8
FLTR Vaneck Ig Floating Rate ETF IG FLOA RATE ETF0$8
BBAG JPMorgan Betabuilders US Agg BETABUILDERS US0$3
JHX James Hardie Ind PLC ORD SHS0$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: $1.5B.

Portfolio Sells Q1 2026 → Q2 2026
VCIT Vanguard Int-Term Corporate Reduce -97.9% 0.12% −6.10
SHYG iShares 0-5 YR HY Corp. Bond Reduce -95.9% 0.06% −1.61
JMEE JPM Sma & Mid Cap En Eq Et-U Reduce -98.2% 0.03% −1.59
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -87.0% 0.24% −1.57
JEPQ JPM Nasdaq Equity Premium Reduce -63.9% 0.21% −0.37
LVHI Franklin International Low V Reduce -2.6% 0.69% −0.09
GLD SPDR Gold Shares Reduce -27.9% 0.11% −0.08
MSFT Microsoft Corp. Reduce -4.8% 0.57% −0.08
XOM Exxon Mobil Corp. Reduce -0.8% 0.20% −0.08
ISTB iShares Core 1-5 Year Usd Bo Reduce -32.8% 0.08% −0.05
BUFR FT Vest Lad Buffervetf-Usd I Reduce -29.5% 0.11% −0.05
MOAT Vaneck Morningstar Wide Moat Reduce -27.0% 0.11% −0.04
VCSH Vanguard S/T Corp. Bond ETF Reduce -36.3% 0.05% −0.04
HD Home Depot Inc. Reduce -27.9% 0.08% −0.03
SHY iShares 1-3 Year Treasury Bo Reduce -86.8% 0.00% −0.03
NOBL Proshares S&P 500 Dividend A Reduce -43.6% 0.03% −0.02
PLTR Palantir Technologies Inc. Class A Reduce -0.4% 0.06% −0.02
FDL First Trust Morn DVD Lead Inc. Reduce -18.3% 0.06% −0.02
HEFA Isha Curr Hedged MSCI Eafe Sold out 0.00% −0.02
SPLB SS SPDR P Long Term C ETF Reduce -24.5% 0.05% −0.02
FBND Fidelity Total Bond ETF Reduce -0.3% 0.20% −0.02
VIGI Vanguard Int Div App Indx FD Reduce -20.5% 0.06% −0.02
JBND JPMorgan Active Bond ETF Reduce -18.1% 0.05% −0.02
SIVR Abrdn Physical Silver Shares Sold out 0.00% −0.02
VFLO Victoryshares Free Cash Flow Reduce -48.5% 0.02% −0.02
FNDA Schwab Fndmntl US SM Co. ETF Reduce -25.9% 0.06% −0.01
VICI Vici Properties Inc. Reduce -96.8% 0.00% −0.01
MAIN Main Street Capital Corp. Reduce -89.4% 0.00% −0.01
SFM Sprouts Farmers Market Inc. Reduce -94.8% 0.00% −0.01
ONON On Holding AG Class A Reduce -94.3% 0.00% −0.01
WM Waste Management Inc. Reduce -7.2% 0.06% −0.01
VEU Vanguard Ftse All-World Ex-U Reduce -24.7% 0.04% −0.01
EFX Equifax Inc. Reduce -0.1% 0.05% −0.01
TRV The Travelers Cos Inc. Reduce -26.4% 0.04% −0.01
PKST Peakstone Realty Trust Sold out 0.00% −0.01
MSTR Strategy Inc. Reduce -69.4% 0.00% −0.01
FTEC Fidelity MSCI Info Tech Indx Reduce -34.8% 0.05% −0.01
ES Eversource Energy Reduce -1.8% 0.14% −0.01
IXUS iShares Core Intl Stock ETF Reduce -26.9% 0.03% −0.01
SPGI S&P Global Inc. Reduce -2.3% 0.05% −0.01
VRIG Invesco Variable Rate Invest Reduce -40.3% 0.01% −0.01
IGIB iShares 5-10Y Inv Grade Corp. Reduce -11.2% 0.03% −0.01
COIN Coinbase Global Inc. Class A Reduce -80.0% 0.00% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -3.8% 0.29% −0.01
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -26.8% 0.02% −0.01
ANGL Vaneck Fallen Angel High YLD Reduce -95.0% 0.00% −0.01
VPU Vanguard Utilities ETF Reduce -4.7% 0.04% −0.01
UCON First Trust Smith Unconstrai Reduce -12.5% 0.03% −0.01
VEA Vanguard Ftse Developed ETF Reduce -4.2% 0.21% −0.01
RACE Ferrari NV Reduce -24.7% 0.02% −0.01

Portfolio Buys Q1 2026 → Q2 2026
VOO Vanguard S&P 500 ETF Add +3.8% 27.20% +2.20
HYDB iShares High Yield Systemati Add +244145.0% 1.59% +1.59
XMMO Invesco S&P Midcap Momentum New 1.53% +1.53
USTB Victoryshares Short-Term Bon Add +43.0% 6.22% +1.45
IUSG iShares Core S&P U.S. Growth Add +0.7% 6.47% +0.66
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd New 0.38% +0.38
FELC Fidelity Enh LRG Cap Cor ETF Add +2.4% 4.92% +0.36
DGRO iShares Core Dividend Growth Add +6.0% 6.61% +0.28
MU Micron Technology Inc. Add +2.5% 0.30% +0.21
IDMO Invesco S&P International DE Add +2.0% 8.48% +0.19
AAPL Apple Inc. Add +9.9% 1.44% +0.18
QQQ Invesco QQQ Trust Series 1 Add +1.1% 0.91% +0.14
AMAT Applied Materials Inc. Add +0.6% 0.21% +0.10
AMD Advanced Micro Devices Add +13.1% 0.14% +0.09
ADI Analog Devices Inc. Add +590.5% 0.10% +0.09
GOOGL Alphabet Inc. Class A Add +5.6% 0.53% +0.09
NVDA Nvidia Corp. Add +1.6% 1.42% +0.08
AMZN Amazon.com Inc. Add +9.2% 0.68% +0.08
SPGM State Street SPDR Portfolio Add +73.6% 0.17% +0.08
VT Vanguard Tot World STK ETF Add +100.7% 0.14% +0.07
GLOF iShares Global Equity Factor Add +101.2% 0.14% +0.07
FPAG Fpa Global Equity ETF New Add +105.9% 0.14% +0.07
IOO iShares Global 100 ETF Add +99.7% 0.14% +0.07
QTUM Defiance Quantum ETF Add +5.6% 0.20% +0.07
CIBR First Trust Nasdaq Cybersecu Add +4.6% 0.23% +0.06
DELL Dell Technologies -C Add +1.7% 0.10% +0.06
BTX BlackRock Tech & Priv Eqty New 0.06% +0.06
CAT Caterpillar Inc. Add +4.5% 0.16% +0.05
INTF iShares International Equity Add +96.5% 0.10% +0.05
SPYI Neos S&P 500 High Income ETF Add +54.8% 0.13% +0.04
LRCX Lam Research Corp. Add +4.7% 0.09% +0.04
JEPI JPMorgan Equity Premium Inco Add +11.2% 4.07% +0.04
VB Vanguard Most SM-Cap ETF-Usd Add +34.6% 0.14% +0.04
ETN Eaton Corp. PLC Add +115.2% 0.07% +0.04
PANW Palo Alto Networks Inc. Add +125.2% 0.05% +0.04
SMH Vaneck Semiconductor ETF Add +33.6% 0.07% +0.04
GOOG Alphabet Inc. Class C Add +1.4% 0.31% +0.04
SPYM Ste STR SPDR PT S&P 500 ETF Add +161.1% 0.06% +0.04
HYGH iShares Int Rate Hedg HY ETF Add +213.2% 0.06% +0.04
FLRT Pacer Aristotle Pacific Floa Add +213.0% 0.06% +0.04
MS Morgan Stanley Add +0.2% 0.26% +0.04
PFXF Vaneck Pref Sec X-Financials Add +210.1% 0.05% +0.04
LLY Eli Lilly & Co. Add +2.7% 0.19% +0.04
STX Seagate Technology Holdings Add +0.8% 0.06% +0.03
VUG Vanguard Mrngstar GR ETF-Sui Add +26.4% 0.12% +0.03
MTUM iShares MSCI USA Momentum Fa Add +0.7% 0.14% +0.03
AVGO Broadcom Inc. Add +5.0% 0.22% +0.03
KLAC KLA Corp. Add +213.5% 0.04% +0.03
SPTL SS SPDR PF LNG TRM TSY E-Usd Add +219.4% 0.04% +0.03
MBS Angel Oak Mortg-Bcked SE ETF Add +218.0% 0.04% +0.03

Notes & Other Activity Q1 2026 → Q2 2026
HII Huntington Ingalls Industrie COM Reduce -100.0% 0 $137
CWS Advisorshares Equity Focused ADVISORSHS ETF Reduce -100.0% 0 $23
CGBD Carlyle Secured Lending Inc. COM Sold out 0 $4before exit
JHX James Hardie Ind PLC ORD SHS Reduce -100.0% 0 $1
ANNA Aleanna Inc. COM CL A Sold out 0 $0before exit
IJT iShares S&P Small-Cap 600 GR S&P SML 600 GWT Sold out 0 $0before exit
ROBIN ENERGY LTD ORD SHS NEW Sold out 0 $0before exit

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

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,970$1.5BVOO, IDMO, DGRO, IUSG, USTB
Q1 2026 1,811$1.3BVOO, IDMO, DGRO, VCIT, IUSG
Q4 2025 1,549$1.3BVOO, DGRO, IUSG, VCIT, ISTB