Wealthfront Advisers LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Wealthfront Advisers LLC reported 1,075 stock positions worth $45.6 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 12.7% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 8.1%) and Schwab Intl Equity ETF (SCHF, 6.3%). Compared with Q4 2025, it opened 55 new positions, sold out of 32, added to 704 and reduced 315. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +24%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −0%).

Most Recent 13F
Q2 2026
Location
Palo Alto, CA
CIK
0001763921
Portfolio Value
$45.6B (Q1 2026)
SEC Filing
0002085853-26-000564 ↗ filed May 5, 2026

Holdings Value

0$20.0B$40.0B$60.0B Q1 2024: $28.6B Q1 2024 Q2 2024: $29.7B Q2 2024 Q3 2024: $32.5B Q3 2024 Q4 2024: $34.2B Q4 2024 Q1 2025: $37.3B Q1 2025 Q2 2025: $38.8B Q2 2025 Q3 2025: $42.6B Q3 2025 Q4 2025: $44.7B Q4 2025 Q1 2026: $45.6B $45.6B Q1 2026 Q2 2026: $52.0B Q2 2026

Holdings 1,075 stocks · $45.6B

VTI VG Morningstar TS MKT ETF-US 12.65% 17,969,445 $5.8B Reduce -0.3%
VEA Vanguard Ftse Developed ETF 8.11% 57,686,964 $3.7B Reduce -1.7%
SCHF Schwab Intl Equity ETF 6.32% 116,338,040 $2.9B Add +4.4%
IEMG iShares Core MSCI Emerging 6.23% 40,686,196 $2.8B Add +4.6%
VWO Vanguard Ftse Emerging Marke 5.45% 45,921,666 $2.5B Reduce -3.1%
ITOT iShares Core S&P Total U.S. 4.49% 14,373,487 $2.0B Add +23.8%
VIG Vanguard Dividend Apprec ETF 4.25% 8,997,146 $1.9B Reduce -8.9%
SCHB Schwab US Broad Market ETF 2.90% 52,556,138 $1.3B Reduce -1.9%
VTEB Vanguard Tax-Exempt Bond ETF 2.73% 24,913,759 $1.2B Add +3.1%
DGRO iShares Core Dividend Growth 2.68% 17,425,702 $1.2B Add +25.1%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 2.57% 10,734,837 $1.2B Reduce -2.0%
SCHP Schwab U.S. Tips ETF 2.00% 34,244,939 $911.3M Reduce -0.8%
VNQ Vanguard Real Estate ETF 1.96% 10,070,180 $893.2M Add +0.3%
NVDA Nvidia Corp. 1.67% 4,363,766 $761.0M Add +1.8%
VXF Vanguard Extended Market ETF 1.50% 3,318,175 $682.9M Reduce -2.3%
VCIT Vanguard Int-Term Corporate 1.23% 6,762,049 $559.6M Add +22.7%
VOO Vanguard S&P 500 ETF 1.13% 861,151 $514.6M Add +6.0%
MUB iShares National Muni Bond E 1.04% 4,442,764 $471.6M Reduce -9.3%
VB Vanguard Most SM-Cap ETF-Usd 0.98% 1,696,661 $444.4M Add +8.2%
PWZ Invesco California Amt-Free 0.91% 17,410,759 $415.6M Reduce -5.6%
AAPL Apple Inc. 0.88% 1,586,612 $402.7M Add +0.6%
SCHD Schwab US DVD Equity ETF 0.86% 12,807,842 $392.9M Reduce -0.6%
ESGU iShares ESG Aware MSCI USA 0.82% 2,646,197 $374.2M Add +2.1%
CMF iShares California Muni Bond 0.77% 6,199,721 $352.5M Add +21.3%
MSFT Microsoft Corp. 0.64% 784,119 $290.3M Reduce -7.1%
AMZN Amazon.com Inc. 0.56% 1,230,756 $256.3M Add +3.0%
GOOGL Alphabet Inc. Class A 0.53% 846,668 $243.5M Add +5.2%
VTIP Vanguard Short-Term Tips 0.53% 4,855,031 $242.5M Add +33.6%
SHV iShares 0-1 Year Treasury Bo 0.50% 2,048,039 $226.1M Add +26.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.48% 738,555 $220.7M Add +2.9%
ESGV Vanguard ESG US Stock ETF 0.44% 1,790,108 $201.0M Add +13.6%
AVGO Broadcom Inc. 0.43% 635,173 $196.6M Add +3.7%
META Meta Platforms Inc. Class A 0.42% 336,576 $192.6M Add +0.6%
GOOG Alphabet Inc. Class C 0.40% 629,806 $180.7M Add +5.1%
VWOB Vanguard Emerg MKTS Gov BND 0.38% 2,648,379 $174.0M Reduce -2.6%
FLRN SS SPDR BB Ig Float RT ETF 0.36% 5,319,203 $163.7M Add +7.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.35% 244,508 $159.0M Reduce -0.9%
TSLA Tesla Inc. 0.34% 422,436 $157.0M Add +3.4%
XLE SS Energy Select Sector 0.33% 2,483,501 $152.1M Add +1.2%
VDE Vanguard Energy ETF 0.31% 807,650 $139.8M Reduce -3.4%
SJNK SS SPDR BB St Hi Yield ETF 0.29% 5,365,286 $134.0M Add +46.5%
BND Vanguard Total Bond Market 0.28% 1,733,719 $127.7M Reduce -1.1%
FLTR Vaneck Ig Floating Rate ETF 0.26% 4,563,379 $116.3M Reduce -3.9%
ESGD iShares Trust iShares ESG Aw 0.25% 1,208,522 $115.6M Reduce -3.1%
ESGE iShares Inc. iShares ESG Awar 0.25% 2,504,524 $113.9M Reduce -2.5%
JPM JPMorgan Chase & Co. 0.24% 369,745 $108.8M Add +2.8%
LLY Eli Lilly & Co. 0.24% 117,458 $108.0M Add +1.9%
QQQ Invesco QQQ Trust Series 1 0.23% 180,262 $104.0M Reduce -2.4%
BRK.B Berkshire Hathaway Inc. Class B 0.23% 215,691 $103.4M Add +4.2%
SGOV iShares 0-3 Month Treasury B 0.22% 992,541 $99.9M Add +13.3%
GBIL Goldman Sachs Access Treasur 0.20% 911,484 $91.3M Reduce -30.9%
XOM Exxon Mobil Corp. 0.19% 500,455 $84.9M Add +8.1%
JNJ Johnson & Johnson 0.19% 345,011 $84.3M Add +5.3%
SUSC iShares ESG Aware Usd Corpor 0.18% 3,630,036 $84.0M Reduce -1.6%
SHY iShares 1-3 Year Treasury Bo 0.18% 1,014,778 $83.8M Add +35.8%
PLTR Palantir Technologies Inc. Class A 0.18% 564,361 $82.6M Add +2.4%
SHYG iShares 0-5 YR HY Corp. Bond 0.18% 1,931,911 $81.7M Reduce -31.3%
WMT Walmart Inc. 0.17% 641,515 $79.7M Add +8.6%
NFLX Netflix Inc. 0.17% 797,815 $76.7M Add +4.2%
SCHO Schwab Short-Term US Treas 0.16% 2,978,594 $72.3M Reduce -26.9%
COST Costco Wholesale Corp. 0.14% 66,236 $66.0M Add +13.6%
AMD Advanced Micro Devices 0.14% 320,629 $65.2M Add +8.7%
QQQM Invesco Nasdaq 100 ETF 0.14% 259,607 $61.7M Add +22.4%
NUDM Nuveen ESG Intl Devel MRK Eq 0.13% 1,637,618 $59.1M Add +16.6%
V Visa Inc. Class A 0.13% 195,150 $59.0M Add +2.0%
ONEQ Fidelity Nasdaq Comp Indx 0.13% 689,936 $58.6M Add +0.2%
IBIT iShares Bitcoin Trust ETF 0.12% 1,460,531 $56.1M Add +30.8%
MU Micron Technology Inc. 0.12% 164,821 $55.7M Add +37.0%
HYLB Xtrackers Usd High Yield Cor 0.12% 1,535,538 $55.5M Add +24.3%
GLD SPDR Gold Shares 0.12% 125,903 $54.2M Reduce -2.9%
MA Mastercard Inc. Class A 0.12% 108,039 $54.0M Add +1.3%
CAT Caterpillar Inc. 0.12% 74,764 $53.0M Add +6.3%
CVX Chevron Corp. 0.11% 239,405 $49.5M Add +17.9%
VXUS Vanguard Total Intl Stock 0.10% 608,493 $46.9M Add +24.8%
IWB iShares Russell 1000 ETF 0.10% 129,164 $46.1M Add +12.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 927,086 $45.2M Reduce -0.9%
GE General Electric filed as GE AEROSPACE 0.10% 158,018 $44.8M Add +2.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.10% 102,325 $44.7M Reduce -2.7%
AMAT Applied Materials Inc. 0.10% 130,582 $44.6M Add +16.1%
GS Goldman Sachs Group Inc. 0.10% 52,333 $44.3M Add +5.2%
T AT&T Inc. 0.10% 1,524,157 $44.2M Add +8.7%
USHY iShares Broad Usd High Yield 0.10% 1,186,924 $43.7M Reduce -15.5%
GLDM SPDR Gold Minishares Trust 0.09% 458,522 $42.5M Add +29.6%
GLTR Abrdn Precious Metals Basket 0.09% 185,979 $40.7M Add +21.9%
PEP Pepsico Inc. 0.09% 260,715 $40.5M Add +8.1%
HD Home Depot Inc. 0.09% 122,119 $40.2M Add +5.0%
ABBV Abbvie Inc. 0.09% 182,934 $39.8M Add +1.6%
LRCX Lam Research Corp. 0.09% 186,183 $39.8M Add +23.0%
SMH Vaneck Semiconductor ETF 0.08% 98,371 $37.7M Add +4.9%
MRK Merck & Co. Inc. 0.08% 311,279 $37.4M Add +21.0%
PG The Procter & Gamble Co. 0.08% 249,968 $36.1M Add +1.7%
KO The Coca-Cola Co. 0.08% 464,919 $35.4M Add +2.9%
CSCO Cisco Systems Inc. 0.08% 452,493 $35.1M Add +8.3%
GEV GE Vernova Inc. 0.08% 39,606 $34.6M Add +8.7%
GILD Gilead Sciences Inc. 0.07% 244,488 $34.1M Add +2.7%
WFC Wells Fargo & Co. 0.07% 422,133 $33.6M Reduce -3.6%
VZ Verizon Communications Inc. 0.07% 667,727 $33.5M Add +7.8%
PM Philip Morris International 0.07% 199,970 $33.1M Add +3.5%
ORCL Oracle Corp. 0.07% 223,079 $32.8M Add +3.0%
NUEM Nuveen ESG Emerging Markets 0.07% 888,758 $32.7M Add +7.9%
BIV Vanguard Intermediate-Term B 0.07% 422,176 $32.6M Add +7.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 134,147 $32.5M Add +2.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.07% 203,603 $32.5M Add +11.7%
AMGN Amgen Inc. 0.07% 90,562 $31.9M Add +10.1%
LIN Linde PLC 0.07% 62,284 $30.9M Add +29.3%
XLK SS Technology Select Sector 0.07% 226,573 $30.1M Add +1.5%
MS Morgan Stanley 0.06% 176,673 $29.1M Add +8.4%
MCD McDonald's Corp. 0.06% 91,804 $28.5M Add +2.5%
RTX RTX Corp. 0.06% 146,831 $28.3M Add +6.6%
KLAC KLA Corp. 0.06% 19,120 $28.2M Add +11.4%
COP Conocophillips 0.06% 204,086 $26.9M Add +14.4%
UNH Unitedhealth Group Inc. 0.06% 98,804 $26.7M Add +2.7%
AXP American Express Co. 0.06% 87,352 $26.4M Reduce -0.2%
INTC Intel Corp. 0.06% 590,059 $26.0M Add +33.1%
BMY Bristol-Myers Squibb Co. 0.06% 427,748 $25.9M Add +20.4%
VGLT Vanguard Long-Term Treasury 0.06% 465,802 $25.8M Reduce -4.1%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.06% 69,764 $25.6M Add +10.6%
C Citigroup Inc. 0.06% 225,974 $25.6M Add +8.6%
SLV iShares Silver Trust 0.06% 375,833 $25.6M Add +17.9%
MCK McKesson Corp. 0.05% 27,965 $24.2M Add +5.7%
VGT Vanguard Info Tech ETF 0.05% 33,630 $23.5M Add +6.4%
PFE Pfizer Inc. 0.05% 824,349 $23.1M Add +19.5%
MPC Marathon Petroleum Corp. 0.05% 94,703 $23.1M Reduce -0.7%
VT Vanguard Tot World STK ETF 0.05% 166,865 $23.1M Add +23.8%
CL Colgate-Palmolive Co. 0.05% 263,378 $22.4M Add +9.2%
NEE Nextera Energy Inc. 0.05% 240,288 $22.3M Add +16.7%
APH Amphenol Corp. Class A 0.05% 176,262 $22.3M Add +4.8%
BIL SS SPDR BB 1-3M T-Bill ETF 0.05% 241,853 $22.2M Add +23.5%
ISRG Intuitive Surgical Inc. 0.05% 47,988 $22.1M Add +3.7%
HWM Howmet Aerospace Inc. 0.05% 92,532 $21.3M Add +2.9%
DUK Duke Energy Corp. 0.05% 162,446 $21.3M Add +5.6%
CRM Salesforce Inc. 0.05% 113,644 $21.2M Add +5.4%
UBER Uber Technologies Inc. 0.05% 293,481 $21.1M Reduce -4.5%
KMB Kimberly-Clark Corp. 0.05% 218,372 $21.1M Add +37.3%
EMB iShares JP Morgan Usd Emergi 0.05% 223,465 $21.0M Add +2.1%
NEM Newmont Corp. 0.05% 192,147 $20.8M Add +29.1%
ADI Analog Devices Inc. 0.05% 65,200 $20.7M Add +28.0%
VRTX Vertex Pharmaceuticals Inc. 0.05% 46,395 $20.7M Add +7.5%
ETN Eaton Corp. PLC 0.05% 57,916 $20.7M Add +6.8%
ANET Arista Networks Inc. 0.04% 167,076 $20.5M Add +12.1%
STX Seagate Technology Holdings 0.04% 52,350 $20.5M Add +17.8%
MO Altria Group Inc. 0.04% 310,052 $20.5M Add +6.0%
VLO Valero Energy Corp. 0.04% 82,634 $20.4M Add +0.5%
HON Honeywell International Inc. 0.04% 89,071 $20.1M Add +16.6%
BLK BlackRock Inc. 0.04% 20,923 $20.1M Add +1.7%
LOW Lowe's Cos Inc. 0.04% 83,970 $19.8M Reduce -0.8%
WBD Warner Bros Discovery Inc. 0.04% 719,616 $19.8M Add +1.9%
SO The Southern Co. 0.04% 204,145 $19.7M Add +24.0%
CME Cme Group Inc. 0.04% 66,300 $19.6M Add +2.1%
TXN Texas Instruments Inc. 0.04% 100,222 $19.5M Add +26.7%
ETHA iShares Ethereum Trust ETF 0.04% 1,227,230 $19.4M Add +42.5%
WM Waste Management Inc. 0.04% 82,755 $19.0M Add +31.6%
AMT American Tower Corp. 0.04% 109,012 $18.8M Add +11.3%
OXY Occidental Petroleum Corp. 0.04% 289,174 $18.8M Reduce -2.4%
DE Deere & Co. 0.04% 32,960 $18.6M Add +11.6%
DG Dollar General Corp. 0.04% 156,346 $18.6M Add +53.0%
O Realty Income Corp. 0.04% 302,432 $18.5M Add +7.4%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.04% 332,015 $18.4M Add +13.2%
GBTC Grayscale Bitcoin Trust ETF 0.04% 341,133 $18.0M Reduce -3.8%
EXC Exelon Corp. 0.04% 357,951 $17.5M Add +6.1%
PGR Progressive Corp. 0.04% 88,054 $17.5M Add +14.9%
COF Capital One Financial Corp. 0.04% 94,622 $17.3M Reduce -11.7%
WELL Welltower Inc. 0.04% 87,079 $17.2M Add +5.9%
SCHW Schwab (charles) Corp. 0.04% 182,743 $17.2M Add +6.0%
ED Consolidated Edison Inc. 0.04% 150,994 $17.1M Add +5.8%
CB Chubb Ltd. 0.04% 52,328 $17.1M Add +7.2%
ETR Entergy Corp. 0.04% 151,495 $17.0M Add +0.9%
USB US Bancorp 0.04% 325,516 $16.9M Add +16.7%
SYK Stryker Corp. 0.04% 50,755 $16.7M Add +27.8%
LMT Lockheed Martin Corp. 0.04% 27,330 $16.5M Add +18.8%
PLD Prologis Inc. 0.04% 123,816 $16.4M Add +8.7%
TMUS T-Mobile US Inc. 0.04% 77,195 $16.2M Add +21.5%
VRT Vertiv Holdings Co. Class A 0.03% 63,475 $15.9M Add +10.7%
SOXX iShares Semiconductor ETF 0.03% 48,342 $15.9M Add +20.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.03% 80,903 $15.9M Add +0.1%
TMO Thermo Fisher Scientific Inc. 0.03% 32,268 $15.9M Add +14.7%
AEP American Electric Power 0.03% 120,426 $15.8M Add +1.9%
PH Parker Hannifin Corp. 0.03% 17,632 $15.8M Add +9.3%
BA The Boeing Co. 0.03% 78,537 $15.6M Add +0.1%
NOC Northrop Grumman Corp. 0.03% 22,903 $15.6M Add +5.6%
APP AppLovin Corp. Class A 0.03% 38,833 $15.5M Add +3.5%
KR Kroger Co. 0.03% 212,892 $15.4M Add +26.0%
WMB Williams Cos Inc. 0.03% 210,324 $15.3M Add +2.1%
JEPI JPMorgan Equity Premium Inco 0.03% 267,421 $15.2M Add +30.9%
UNP Union Pacific Corp. 0.03% 62,306 $15.1M Add +10.9%
VEU Vanguard Ftse All-World Ex-U 0.03% 200,407 $15.1M Add +40.4%
D Dominion Energy Inc. 0.03% 242,620 $15.0M Add +3.3%
QCOM Qualcomm Inc. 0.03% 116,208 $15.0M Reduce -4.6%
SPGI S&P Global Inc. 0.03% 35,174 $15.0M Reduce -15.1%
CMS CMS Energy Corp. 0.03% 192,795 $15.0M Add +11.2%
NOW ServiceNow Inc. 0.03% 142,657 $14.9M Add +0.3%
ITW Illinois Tool Works 0.03% 55,980 $14.6M Add +11.3%
FANG Diamondback Energy Inc. 0.03% 73,502 $14.5M Add +2.1%
ORLY O'reilly Automotive Inc. 0.03% 157,188 $14.5M Add +0.0%
GIS General Mills Inc. 0.03% 389,260 $14.5M Add +16.6%
ADBE Adobe Inc. 0.03% 59,317 $14.4M Add +7.5%
PWR Quanta Services Inc. 0.03% 26,100 $14.3M Add +6.3%
SPG Simon Property Group Inc. 0.03% 75,987 $14.2M Reduce -2.8%
SNDK Sandisk Corp. 0.03% 22,071 $14.0M Add +1100.2%
ADP Automatic Data Processing 0.03% 68,727 $14.0M Add +25.8%
COR Cencora Inc. 0.03% 44,313 $13.9M Reduce -10.6%
KMI Kinder Morgan Inc. 0.03% 411,809 $13.8M Add +5.7%
HSY The Hershey Co. 0.03% 64,226 $13.4M Add +0.5%
EVRG Evergy Inc. 0.03% 162,656 $13.3M Add +5.5%
CVS CVS Health Corp. 0.03% 181,517 $13.0M Reduce -14.5%
PSX Phillips 66 0.03% 71,498 $13.0M Add +1.4%
VCEB Vanguard ESG US Corp. Bond 0.03% 206,536 $13.0M Add +135.7%
TGT Target Corp. 0.03% 106,893 $13.0M Add +52.0%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.03% 282,431 $12.9M Reduce -1.2%
FE Firstenergy Corp. 0.03% 253,702 $12.9M Add +16.6%
TPL Texas Pacific Land Corp. 0.03% 27,063 $12.8M Add +0.9%
RSG Republic Services Inc. 0.03% 58,475 $12.8M Add +3.8%
TFC Truist Financial Corp. 0.03% 277,634 $12.8M Add +14.8%
PCAR Paccar Inc. 0.03% 110,058 $12.7M Add +1.4%
WEC WEC Energy Group Inc. 0.03% 109,525 $12.7M Add +7.7%
DVN Devon Energy Corp. 0.03% 251,157 $12.6M Add +1.2%
GLW Corning Inc. 0.03% 92,425 $12.6M Add +36.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.03% 130,050 $12.5M Add +4.2%
ES Eversource Energy 0.03% 179,188 $12.4M Add +0.7%
WDC Western Digital Corp. 0.03% 45,852 $12.4M Add +37.5%
RKLB Rocket Lab Corp. 0.03% 191,529 $12.3M Add +62.8%
CAH Cardinal Health Inc. 0.03% 58,177 $12.3M Add +1.5%
DHI D.R. Horton Inc. 0.03% 89,423 $12.3M Reduce -0.9%
TT Trane Technologies PLC 0.03% 29,225 $12.2M Add +4.0%
ABT Abbott Laboratories 0.03% 117,993 $12.1M Reduce -28.0%
HOOD Robinhood Markets Inc. Class A 0.03% 172,899 $12.0M Add +9.4%
HCA HCA Healthcare Inc. 0.03% 25,204 $11.9M Reduce -16.8%
PANW Palo Alto Networks Inc. 0.03% 74,265 $11.9M Add +10.9%
TLT iShares 20+ Year Treasury BD 0.03% 136,718 $11.9M Add +19.9%
PNC PNC Financial Services Group 0.03% 56,877 $11.8M Add +6.9%
AWK American Water Works Co. Inc. 0.03% 86,641 $11.8M Reduce -8.2%
CHD Church & Dwight Co. Inc. 0.03% 125,559 $11.7M Add +8.3%
CCI Crown Castle Inc. 0.03% 143,921 $11.7M Reduce -14.8%
RF Regions Financial Corp. 0.03% 447,305 $11.7M Add +1.3%
XEL Xcel Energy Inc. 0.03% 146,612 $11.6M Add +5.5%
DOW Dow Inc. filed as DOW HLDGS INC 0.03% 278,988 $11.6M Add +28.7%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.03% 97,491 $11.6M Reduce -0.9%
CFG Citizens Financial Group 0.03% 192,794 $11.6M Reduce -1.0%
CEG Constellation Energy 0.03% 41,272 $11.5M Reduce -5.6%
CBOE Cboe Global Markets Inc. 0.03% 40,919 $11.5M Add +1.0%
PPL PPL Corp. 0.03% 300,722 $11.5M Add +27.1%
FCX Freeport-McMoran Inc. 0.03% 194,880 $11.5M Add +31.6%
MAR Marriott International Class A 0.03% 34,901 $11.4M Add +8.8%
MDLZ Mondelez International Inc. Class A 0.02% 196,980 $11.4M Reduce -9.2%
BX Blackstone Inc. 0.02% 98,466 $11.3M Add +29.5%
SLB SLB Ltd. filed as SLB LIMITED 0.02% 219,808 $11.3M Add +4.3%
PHM Pultegroup Inc. 0.02% 95,511 $11.2M Reduce -0.1%
COIN Coinbase Global Inc. Class A 0.02% 63,396 $11.1M Reduce -4.0%
RKT Rocket Cos Inc. Class A 0.02% 766,574 $10.9M Reduce -1.9%
ACN Accenture PLC Class A 0.02% 54,637 $10.8M Reduce -15.9%
RCL Royal Caribbean Cruises Ltd. 0.02% 39,284 $10.8M Add +2.8%
VYMI Vanguard Int High DVD YLD Inc. 0.02% 114,197 $10.8M Add +9.4%
FDX FedEx Corp. 0.02% 30,187 $10.8M Add +6.1%
INTU Intuit Inc. 0.02% 24,858 $10.7M Reduce -43.9%
UPS United Parcel Service Class B 0.02% 109,066 $10.7M Add +0.5%
MCO Moody's Corp. 0.02% 24,583 $10.7M Add +20.1%
GM General Motors Co. 0.02% 143,589 $10.7M Add +15.1%
CRWD CrowdStrike Holdings Inc. Class A 0.02% 27,306 $10.7M Add +0.3%
ECL Ecolab Inc. 0.02% 39,935 $10.6M Add +25.1%
ARKK ARK Innovation ETF 0.02% 156,385 $10.6M Add +2.1%
DASH DoorDash Inc. Class A 0.02% 70,132 $10.5M Reduce -8.6%
IDXX Idexx Laboratories Inc. 0.02% 18,602 $10.5M Add +10.0%
FITB Fifth Third Bancorp 0.02% 222,478 $10.3M Add +17.9%
VST Vistra Corp. 0.02% 67,684 $10.2M Add +0.7%
F Ford Motor Co. filed as FORD MTR CO 0.02% 880,661 $10.2M Add +0.4%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.02% 69,186 $10.0M Add +7.6%
AEE Ameren Corporation 0.02% 91,123 $10.0M Add +28.4%
GWW WW Grainger Inc. 0.02% 9,147 $10.0M Add +2.4%
ROST Ross Stores Inc. 0.02% 45,873 $9.9M Add +15.5%
EXPE Expedia Group Inc. 0.02% 43,014 $9.9M Add +73.7%
DELL Dell Technologies -C 0.02% 60,425 $9.9M Add +14.3%
ELV Elevance Health Inc. 0.02% 33,855 $9.9M Reduce -23.2%
FAST Fastenal Co. 0.02% 210,383 $9.8M Add +9.9%
PRU Prudential Financial Inc. 0.02% 99,168 $9.7M Add +22.8%
ADM Archer-Daniels-Midland Co. 0.02% 133,250 $9.7M Add +1.0%
DAL Delta Air Lines Inc. 0.02% 145,501 $9.7M Add +1.7%
MMM 3M Co. 0.02% 66,550 $9.7M Reduce -12.0%
GD General Dynamics Corp. 0.02% 28,005 $9.6M Add +4.1%
MSI Motorola Solutions Inc. 0.02% 22,079 $9.6M Add +44.0%
IBKR Interactive Brokers Gro Class A 0.02% 142,343 $9.5M Add +13.7%
MPWR Monolithic Power Systems Inc. 0.02% 8,731 $9.5M Add +13.8%
JCI Johnson Controls Internation 0.02% 72,718 $9.5M Add +9.4%
BOTZ Global X Robotics & Artifici 0.02% 286,460 $9.5M Add +10.3%
TER Teradyne Inc. 0.02% 32,078 $9.5M Add +9.3%
CNC Centene Corp. 0.02% 290,225 $9.5M Reduce -11.2%
LYB Lyondellbasell Indu Class A 0.02% 117,670 $9.5M Add +31.9%
GDX Vaneck Gold Miners ETF 0.02% 103,205 $9.5M Add +13.8%
HLT Hilton Worldwide Holdings Inc. 0.02% 30,833 $9.4M Add +3.9%
MRSH Marsh & McLennan Cos 0.02% 53,954 $9.4M Add +2.8%
DHR Danaher Corp. 0.02% 48,908 $9.3M Reduce -17.6%
CTAS Cintas Corp. 0.02% 54,777 $9.3M Add +17.9%
BKR Baker Hughes Co. 0.02% 150,437 $9.2M Add +4.6%
SBUX Starbucks Corp. 0.02% 101,879 $9.1M Add +33.4%
CMI Cummins Inc. 0.02% 16,957 $9.1M Add +33.4%
EXR Extra Space Storage Inc. 0.02% 69,348 $9.1M Add +10.6%
UAL United Airlines Holdings Inc. 0.02% 98,767 $9.1M Reduce -1.9%
TDG Transdigm Group Inc. 0.02% 7,750 $9.0M Add +12.8%
CDNS Cadence Design SYS Inc. 0.02% 32,218 $9.0M Add +8.7%
AVUV Avantis US Small Cap Value 0.02% 80,998 $8.9M Add +12.4%
STT State Street Corp. 0.02% 70,207 $8.9M Add +5.6%
OKE Oneok Inc. 0.02% 98,131 $8.9M Add +9.6%
DLR Digital Realty Trust Inc. 0.02% 48,979 $8.8M Add +3.8%
FTNT Fortinet Inc. 0.02% 107,535 $8.8M Add +16.4%
CVNA Carvana Co. 0.02% 27,919 $8.8M Add +2.0%
SYF Synchrony Financial 0.02% 128,381 $8.7M Add +2.8%
VRSK Verisk Analytics Inc. 0.02% 45,443 $8.6M Add +43.8%
KEY Keycorp 0.02% 428,971 $8.6M Add +5.8%
SCHH Schwab US REIT ETF 0.02% 397,966 $8.6M Add +17.3%
ALL Allstate Corp. 0.02% 40,815 $8.5M Add +5.9%
SNPS Synopsys Inc. 0.02% 21,327 $8.5M Add +10.8%
DLTR Dollar Tree Inc. 0.02% 76,985 $8.4M Add +13.7%
CIEN Ciena Corp. 0.02% 21,698 $8.4M Add +730.7%
XAR SS SPDR S&P Aerospace Def 0.02% 33,116 $8.4M Add +23.0%
MTB M & T Bank Corp. filed as M & T BK CORP 0.02% 40,588 $8.4M Reduce -0.1%
CNP Centerpoint Energy Inc. 0.02% 193,710 $8.4M Add +27.6%
CTVA Corteva Inc. 0.02% 99,644 $8.3M Add +4.0%
CMCSA Comcast Corp. Class A 0.02% 283,128 $8.1M Add +88.2%
PAYX Paychex Inc. 0.02% 87,924 $8.1M Add +245.0%
ICE Intercontinental Exchange Inc. 0.02% 50,935 $8.0M Reduce -4.1%
GRMN Garmin Ltd. 0.02% 34,483 $8.0M Add +8.1%
PSA Public Storage 0.02% 29,403 $8.0M Add +26.3%
HAL Halliburton Co. 0.02% 202,478 $7.9M Add +1.9%
HBAN Huntington Bancshares Inc. 0.02% 503,448 $7.9M Reduce -5.3%
AME Ametek Inc. 0.02% 36,632 $7.9M Add +13.4%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.02% 283,082 $7.7M Add +8.1%
SHW The Sherwin-Williams Co. 0.02% 24,095 $7.7M Reduce -18.4%
BE Bloom Energy Corp. Class A 0.02% 56,158 $7.6M Add +1811.4%
MRVL Marvell Technology Inc. 0.02% 76,173 $7.5M Add +8.6%
WAB Wabtec Corp. 0.02% 29,985 $7.5M Add +12.3%
MDT Medtronic PLC 0.02% 86,263 $7.5M Reduce -5.0%
BKNG Booking Holdings Inc. 0.02% 1,755 $7.4M Add +5.0%
EOG EOG Resources Inc. 0.02% 50,853 $7.4M Add +7.6%
LNT Alliant Energy Corp. 0.02% 102,161 $7.3M Add +8.3%
EMR Emerson Electric Co. 0.02% 55,589 $7.3M Reduce -11.9%
KHC The Kraft Heinz Co. 0.02% 322,124 $7.2M Add +21.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.02% 33,203 $7.2M Add +7.2%
TRV The Travelers Cos Inc. 0.02% 24,689 $7.2M Add +4.0%
SNA Snap-on Inc. 0.02% 19,762 $7.2M Add +2.5%
MNST Monster Beverage Corp. 0.02% 98,576 $7.1M Reduce -0.2%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.02% 69,793 $7.1M Add +3.5%
RING iShares MSCI Global Gold Min 0.02% 89,961 $7.1M Add +18.8%
HIG Hartford Insurance Group Inc. 0.02% 52,247 $7.1M Add +21.3%
KEYS Keysight Technologies Inc. 0.02% 24,718 $7.0M Add +56.5%
LHX L3HARRIS Technologies Inc. 0.02% 20,091 $6.9M Add +54.6%
TPR Tapestry Inc. 0.02% 48,982 $6.9M Reduce -0.9%
IP International Paper Co. 0.02% 193,584 $6.9M Add +15.8%
ARKQ ARK Autonomous Tech & Robot 0.02% 61,121 $6.9M Add +12.4%
GL Globe Life Inc. 0.01% 49,715 $6.8M Reduce -0.1%
USFR Wisdomtree Floating Rate Tre 0.01% 135,765 $6.8M Add +37.5%
AFL Aflac Inc. 0.01% 62,212 $6.8M Reduce -2.9%
NSC Norfolk Southern Corp. 0.01% 23,715 $6.8M Add +31.0%
URI United Rentals Inc. 0.01% 9,292 $6.8M Add +8.1%
MAA Mid-America Apartment Comm 0.01% 55,300 $6.8M Add +57.3%
EBAY eBay Inc. 0.01% 74,187 $6.8M Reduce -0.6%
SBAC SBA Communications Corp. 0.01% 39,205 $6.7M Reduce -9.4%
TEL Te Connectivity PLC 0.01% 32,082 $6.7M Reduce -10.2%
IXN iShares Global Tech ETF 0.01% 66,893 $6.7M Reduce -2.9%
XME SS SPDR S&P Metals Mining 0.01% 61,780 $6.7M Add +13.6%
ODFL Old Dominion Freight Line 0.01% 34,022 $6.6M Add +17.1%
LNG Cheniere Energy Inc. 0.01% 23,357 $6.6M Reduce -0.8%
SYY Sysco Corp. 0.01% 92,589 $6.6M Add +0.8%
LITE Lumentum Holdings Inc. 0.01% 9,357 $6.6M Add +1196.0%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.01% 27,609 $6.5M Reduce -10.1%
NET Cloudflare Inc. Class A 0.01% 31,423 $6.5M Reduce -12.6%
REGN Regeneron Pharmaceuticals 0.01% 8,344 $6.4M Add +2.5%
AMP Ameriprise Financial Inc. 0.01% 14,424 $6.4M Reduce -6.7%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.01% 29,119 $6.3M Reduce -10.0%
IT Gartner Inc. 0.01% 39,695 $6.3M Add +114.1%
DIV Global X Superdividend Use 0.01% 332,114 $6.3M Reduce -2.0%
APO Apollo Global Management Inc. 0.01% 56,326 $6.3M Add +20.3%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.01% 69,348 $6.3M Add +5.7%
DOV Dover Corp. 0.01% 29,840 $6.2M Add +8.7%
BSX Boston Scientific Corp. 0.01% 99,104 $6.2M Reduce -21.5%
YUM Yum! Brands Inc. 0.01% 39,744 $6.2M Add +6.2%
PFG Principal Financial Group 0.01% 68,407 $6.2M Add +8.3%
EA Electronic Arts Inc. 0.01% 30,178 $6.2M Add +6.8%
AZO AutoZone Inc. 0.01% 1,820 $6.1M Add +13.5%
EAGG iShares ESG Aware US Aggrega 0.01% 129,040 $6.1M Reduce -0.1%
KVUE Kenvue Inc. 0.01% 354,075 $6.1M Add +15.4%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.01% 20,126 $6.1M Add +6.7%
L Loews Corp. 0.01% 56,841 $6.1M Add +3.0%
TRGP Targa Resources Corp. 0.01% 24,187 $6.1M Add +25.6%
CSX CSX Corp. 0.01% 147,492 $6.1M Add +15.1%
RSP Invesco S&P 500 Equal Weight 0.01% 31,185 $6.0M Add +15.7%
EIX Edison International 0.01% 81,733 $6.0M Add +50.6%
VTR Ventas Inc. 0.01% 71,674 $5.9M Add +1.3%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.01% 81,242 $5.8M Add +21.0%
IAU iShares Gold Trust 0.01% 66,081 $5.8M Add +44.8%
CTRA Coterra Energy Inc. 0.01% 165,091 $5.8M Add +1.2%
WTW Willis Towers Watson PLC 0.01% 19,493 $5.7M Add +12.9%
TSN Tyson Foods Inc. Class A 0.01% 88,289 $5.7M Add +1.4%
WPC WP Carey Inc. 0.01% 83,181 $5.7M Reduce -2.1%
VGK Vanguard Ftse Europe ETF 0.01% 68,393 $5.6M Add +3.5%
UNM Unum Group 0.01% 77,134 $5.6M Reduce -2.1%
AIG American International Group 0.01% 74,040 $5.6M Reduce -0.9%
NUE Nucor Corp. 0.01% 32,870 $5.6M Add +2.1%
APD Air Products & Chemicals Inc. 0.01% 19,074 $5.5M Add +18.4%
HUBB Hubbell Inc. 0.01% 11,141 $5.5M Add +2.3%
MCHI iShares MSCI China ETF 0.01% 97,184 $5.5M Add +5.5%
VCSH Vanguard S/T Corp. Bond ETF 0.01% 67,696 $5.4M Reduce -7.9%
MCHP Microchip Technology Inc. 0.01% 83,048 $5.4M Add +0.2%
URA Global X Uranium ETF 0.01% 110,624 $5.4M Add +29.7%
EQIX Equinix Inc. 0.01% 5,460 $5.4M Add +24.1%
BNDX Vanguard Total Intl Bond ETF 0.01% 110,492 $5.3M Add +31.7%
NI Nisource Inc. 0.01% 113,599 $5.3M Add +20.8%
ACGL Arch Capital Group Ltd. 0.01% 55,197 $5.3M Reduce -15.7%
EMXC iShares MSCI Emr MRK Ex Chna 0.01% 67,114 $5.3M Add +27.2%
CARR Carrier Global Corp. 0.01% 92,742 $5.2M Add +12.7%
BURL Burlington Stores Inc. 0.01% 16,043 $5.2M Add +45.6%
GDDY GoDaddy Inc. Class A 0.01% 63,123 $5.2M Add +111.2%
CPRT Copart Inc. 0.01% 156,560 $5.2M Reduce -4.0%
SCHA Schwab US Small-Cap ETF 0.01% 177,425 $5.2M Add +3.6%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.01% 111,743 $5.1M Add +40.3%
ITA iShares U.S. Aerospace & Def 0.01% 23,392 $5.1M Add +47.3%
NDAQ Nasdaq Inc. 0.01% 59,666 $5.1M Add +29.3%
AON Aon PLC Class A 0.01% 15,672 $5.1M Add +8.8%
FTV Fortive Corp. 0.01% 91,396 $5.1M Reduce -6.3%
STLD Steel Dynamics Inc. 0.01% 27,921 $5.0M Add +0.2%
CI The Cigna Group 0.01% 18,800 $5.0M Reduce -60.5%
ASTS Ast Spacemobile Inc. 0.01% 60,362 $5.0M Reduce -1.8%
ZTS Zoetis Inc. 0.01% 42,240 $5.0M Add +178.0%
SCHG Schwab US Large-Cap Growth 0.01% 171,043 $5.0M Add +8.1%
DTE DTE Energy Company 0.01% 33,392 $4.9M Add +21.8%
DGX Quest Diagnostics Inc. 0.01% 24,884 $4.9M Add +6.8%
XLV SS Health Care Select Sector 0.01% 33,181 $4.9M Reduce -0.7%
ULTA Ulta Beauty Inc. 0.01% 9,222 $4.8M Add +82.1%
RIVN Rivian Automotive Inc. Class A 0.01% 319,857 $4.8M Add +4.8%
ROL Rollins Inc. 0.01% 89,231 $4.8M Reduce -7.7%
ARES Ares Management Corp. Class A 0.01% 43,582 $4.8M Add +88.7%
ICLN iShares Global Clean Energy 0.01% 258,168 $4.7M Add +3.2%
BSV Vanguard Short-Term Bond ETF 0.01% 59,986 $4.7M Add +2.4%
IGSB iShares 1-5Y Inv Grade Corp. 0.01% 89,439 $4.7M Add +20.3%
ETHE Grayscale Ethereum Staking E 0.01% 272,314 $4.6M Reduce -5.5%
XYZ Block Inc. 0.01% 77,223 $4.6M Add +29.8%
HOLX Hologic Inc. 0.01% 61,471 $4.6M Add +0.9%
VGIT Vanguard Intermediate-Term T 0.01% 77,699 $4.6M Reduce -4.5%
GUNR NT Mstar GLBL NR ETF 0.01% 82,675 $4.6M Add +15.1%
PICK iShares MSCI Global Metals & 0.01% 80,134 $4.5M Add +60.8%
COHR Coherent Corp. 0.01% 19,020 $4.5M Add +565.5%
PEG Public Service Enterprise GP 0.01% 55,278 $4.5M Add +79.8%
ADSK Autodesk Inc. 0.01% 18,513 $4.4M Add +7.5%
VOOG Vanguard S&P 500 Growth ETF 0.01% 10,824 $4.4M Add +17.0%
AVDV Avantis Intl S/C Value ETF 0.01% 43,973 $4.4M Add +19.2%
VTWO Vanguard Russell 2000 ETF 0.01% 43,457 $4.4M Add +6.1%
IQDF NT Intl Qual Div ETF 0.01% 137,173 $4.3M Add +45.6%
SRE Sempra 0.01% 44,591 $4.3M Add +19.2%
MET Metlife Inc. 0.01% 61,147 $4.3M Reduce -24.4%
APA Apa Corp. 0.01% 101,392 $4.3M Reduce -1.1%
XOP SS SPDR S&P Og Exp & Prod 0.01% 23,665 $4.3M Add +50.6%
LVS Las Vegas Sands Corp. 0.01% 79,780 $4.3M Add +18.3%
DVY iShares Select Dividend ETF 0.01% 28,173 $4.3M Add +10.6%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.01% 9,199 $4.3M Add +13.6%
CMG Chipotle Mexican Grill Inc. 0.01% 132,813 $4.3M Reduce -3.6%
PCY Invesco Emerging Markets Sov 0.01% 203,385 $4.3M Reduce -5.8%
MSTR Strategy Inc. 0.01% 33,780 $4.2M Reduce -5.4%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.01% 70,632 $4.2M Add +10.8%
SLVP iShares MSCI Global Silver A 0.01% 117,545 $4.2M Add +19.9%
HPQ HP Inc. 0.01% 214,536 $4.1M Add +47.9%
QYLD Global X Nasd 100 Cov Call 0.01% 239,939 $4.1M Add +16.7%
KDP Keurig Dr Pepper Inc. 0.01% 156,228 $4.1M Reduce -17.3%
VLTO Veralto Corp. 0.01% 46,330 $4.1M Add +47.6%
CBRE CBRE Group Inc. Class A 0.01% 30,066 $4.1M Add +2.7%
LUV Southwest Airlines Co. 0.01% 107,577 $4.0M Add +232.9%
IAGG iShares Intl Aggregate Bond 0.01% 80,484 $4.0M Reduce -14.3%
VHT Vanguard Health Care ETF 0.01% 14,748 $4.0M Add +4.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.01% 13,939 $4.0M Reduce -4.0%
GOVT iShares US Treasury Bond ETF 0.01% 171,629 $3.9M Add +5.8%
PYPL PayPal Holdings Inc. 0.01% 86,907 $3.9M Add +31.2%
IXC iShares Global Energy ETF 0.01% 67,900 $3.9M Add +47.7%
IWN iShares Russell 2000 Value E 0.01% 20,476 $3.9M Add +23.9%
ROP Roper Technologies Inc. 0.01% 10,949 $3.9M Reduce -16.7%
EXPD Expeditors Intl Wash Inc. 0.01% 27,034 $3.9M Add +0.1%
MSCI MSCI Inc. 0.01% 7,179 $3.9M Add +4.6%
TMFC Motley Fool 100 Index ETF 0.01% 58,180 $3.8M Reduce -19.7%
ALNY Alnylam Pharmaceuticals Inc. 0.01% 11,587 $3.8M Reduce -36.5%
VMC Vulcan Materials Co. 0.01% 14,064 $3.8M Add +1.9%
DSI iShares ESG MSCI KLD 400 ETF 0.01% 31,548 $3.8M Add +19.0%
FIX Comfort Systems USA Inc. 0.01% 2,766 $3.8M Add +825.1%
SYM Symbotic Inc. 0.01% 71,248 $3.8M Add +168.1%
MAS Masco Corp. 0.01% 62,733 $3.8M Reduce -6.6%
IGV iShares Expanded Tech-Softwa 0.01% 47,155 $3.8M Add +19.7%
MLM Martin Marietta Materials 0.01% 6,375 $3.8M Add +0.7%
ABNB Airbnb Inc. Class A 0.01% 29,691 $3.7M Add +48.4%
INDA iShares MSCI India ETF 0.01% 79,976 $3.7M Reduce -13.4%
GNR State Street SPDR S&P Global 0.01% 49,792 $3.7M Add +20.4%
FERG Ferguson Enterprises Inc. 0.01% 15,836 $3.7M Add +2.5%
CIBR First Trust Nasdaq Cybersecu 0.01% 58,725 $3.7M Add +11.1%
TRMB Trimble Inc. 0.01% 55,777 $3.6M Add +20.6%
SHOP Shopify Inc. Class A 0.01% 30,397 $3.6M Add +18.0%
FOXA Fox Corp. Class A 0.01% 61,650 $3.6M Reduce -18.7%
GSLC Goldman Activebeta US LC ETF 0.01% 28,653 $3.6M Add +0.4%
TTWO Take-Two Interactive Softwre 0.01% 18,125 $3.6M Reduce -7.5%
IEUR iShares Core MSCI Europe ETF 0.01% 50,756 $3.6M Add +41.1%
IWL iShares Russell Top 200 ETF 0.01% 22,174 $3.6M Add +15.8%
CCL Carnival Corp. 0.01% 136,320 $3.5M Add +2.0%
ACWI iShares MSCI Acwi ETF 0.01% 25,262 $3.5M Add +44.0%
SIL Global X Silver Miners ETF 0.01% 38,726 $3.5M Add +97.5%
TW Tradeweb Markets Inc. Class A 0.01% 29,596 $3.5M Reduce -5.3%
TSM Taiwan Semiconductor-SP ADR 0.01% 10,264 $3.5M Add +154.4%
FSLR First Solar Inc. 0.01% 17,555 $3.5M Add +24.3%
NTAP Netapp Inc. 0.01% 33,611 $3.4M Add +25.9%
LYV Live Nation Entertainment Inc. 0.01% 22,503 $3.4M Add +5.5%
RJF Raymond James Financial Inc. 0.01% 23,580 $3.4M Reduce -4.6%
PULS Pgim Ultra Short Bond ETF 0.01% 68,543 $3.4M Reduce -36.1%
BDX Becton Dickinson and Co. 0.01% 21,389 $3.4M Add +12.7%
ROK Rockwell Automation Inc. 0.01% 9,339 $3.4M Add +0.6%
TDIV FT Nasdaq Tech DVD Index FD 0.01% 35,424 $3.3M Reduce -10.4%
MKL Markel Group Inc. 0.01% 1,731 $3.3M Add +88.0%
KIM Kimco Realty Corp. 0.01% 145,545 $3.3M Add +4.7%
DDOG Datadog Inc. Class A 0.01% 27,602 $3.3M Add +83.9%
ACES Alps Clean Energy ETF 0.01% 97,030 $3.3M Add +2.2%
JPST JPMorgan Ultra-Short Income 0.01% 64,204 $3.2M Add +23.7%
TDY Teledyne Technologies Inc. 0.01% 5,352 $3.2M Add +3.9%
EQT Eqt Corp. 0.01% 50,839 $3.2M Reduce -8.7%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.01% 12,512 $3.2M Add +17.7%
VYM Vanguard High DVD Yield ETF 0.01% 21,689 $3.2M Add +31.8%
VSGX Vanguard ESG Intl Stock ETF 0.01% 44,270 $3.2M Add +6.8%
VTRS Viatris Inc. 0.01% 233,854 $3.2M Add +1.8%
WCN Waste Connections Inc. 0.01% 19,445 $3.2M Reduce -4.6%
XYL Xylem Inc. 0.01% 26,244 $3.1M Reduce -9.8%
CRBN Ish Low Car Opt Ms Ac ETF-US 0.01% 13,957 $3.1M Reduce -1.1%
XLP SS Consumer Staples Sel Sect 0.01% 37,656 $3.1M Reduce -6.4%
IEFA iShares Core MSCI Eafe ETF 0.01% 34,006 $3.1M Add +12.9%
QQQJ Invesco Nasdaq Next Gen 100 0.01% 84,278 $3.1M Add +11.4%
Q Qnity Electronics Inc. 0.01% 26,375 $3.0M Add +69.2%
INSM Insmed Inc. 0.01% 18,404 $3.0M Add +84.2%
PRF Invesco Rafi US 1000 ETF 0.01% 63,242 $3.0M Add +27.8%
NKE Nike Inc. Class B 0.01% 56,736 $3.0M Reduce -40.4%
SKYY First Trust Cloud Computing 0.01% 27,396 $3.0M Add +10.1%
IEI iShares 3-7 Year Treasury Bo 0.01% 25,226 $3.0M Add +46.5%
IWO iShares Russell 2000 Growth 0.01% 9,519 $3.0M Add +0.1%
ANGL Vaneck Fallen Angel High YLD 0.01% 103,688 $3.0M Reduce -11.8%
LIT Global X Lithium & Battery T 0.01% 39,992 $3.0M Add +13.1%
IR Ingersoll-Rand Inc. 0.01% 37,099 $3.0M Add +3.2%
CRH CRH PLC 0.01% 28,172 $3.0M Add +76.0%
FICO Fair Isaac Corp. 0.01% 2,753 $2.9M Reduce -3.9%
FOX Fox Corp. Class B 0.01% 55,184 $2.9M Reduce -3.1%
SOFI Sofi Technologies Inc. 0.01% 184,228 $2.9M Add +10.6%
DFSV Dimensional US Small Cap Val 0.01% 83,377 $2.9M Add +11.1%
EW Edwards Lifesciences Corp. 0.01% 36,432 $2.9M Add +12.7%
TSCO Tractor Supply Company 0.01% 64,053 $2.9M Reduce -4.2%
LPLA LPL Financial Holdings Inc. 0.01% 9,614 $2.9M Add +50.6%
BIIB Biogen Inc. 0.01% 15,679 $2.9M Add +0.8%
IVV iShares Core S&P 500 ETF 0.01% 4,329 $2.8M Add +46.3%
GDXJ Vaneck Junior Gold Miners 0.01% 23,503 $2.8M Add +28.6%
EPI Wisdomtree India Earnings 0.01% 68,986 $2.8M Add +31.0%
INVH Invitation Homes Inc. 0.01% 112,174 $2.8M Add +706.7%
IWR iShares Russell Mid-Cap ETF 0.01% 28,337 $2.8M Add +23.1%
TXT Textron Inc. 0.01% 31,391 $2.7M Reduce -0.2%
LEN Lennar Corp. Class A 0.01% 30,922 $2.7M Reduce -24.5%
KKR KKR & Co. Inc. 0.01% 28,874 $2.7M Reduce -49.9%
PCG P G & E Corp. 0.01% 150,277 $2.6M Add +38.0%
AVUS Avantis U.S. Equity ETF 0.01% 23,741 $2.6M Reduce -2.9%
OWL Blue Owl Capital Inc. 0.01% 288,826 $2.6M Add +258.8%
OMC Omnicom Group 0.01% 34,964 $2.6M Add +4.9%
NTRS Northern Trust Corp. 0.01% 18,678 $2.6M Add +9.8%
ON On Semiconductor 0.01% 41,981 $2.6M Add +11.5%
QTEC First Trust Nasdq 100 Tech I 0.01% 12,002 $2.6M Reduce -4.2%
ARKW ARK Next Generation Technolo 0.01% 21,131 $2.5M Add +14.1%
XLF SS Financial Select Sector 0.01% 51,570 $2.5M Reduce -14.0%
FISV Fiserv Inc. 0.01% 45,571 $2.5M Reduce -16.9%
VIGI Vanguard Int Div App Indx FD 0.01% 28,733 $2.5M Add +2.0%
BLV Vanguard Long-Term Bond ETF 0.01% 36,348 $2.5M Reduce -8.6%
PKG Packaging Corp. of America 0.01% 11,730 $2.5M Add +6.1%
UHS Universal Health Services-B 0.01% 13,888 $2.5M Reduce -1.8%
SNOW Snowflake Inc. 0.01% 16,394 $2.5M Reduce -30.1%
GEHC GE Healthcare Technology 0.01% 34,665 $2.5M Reduce -13.1%
PAVE Global X US Infrastructure 0.01% 48,292 $2.5M Add +11.6%
IWP iShares Russell Mid-Cap Grow 0.01% 19,018 $2.4M Add +7.7%
SDIV Global X Superdividend ETF 0.01% 95,789 $2.4M Add +63.9%
AXON Axon Enterprise Inc. 0.01% 5,609 $2.4M Reduce -2.2%
IQLT iShares MSCI International Q 0.01% 51,331 $2.4M Add +12.1%
LH Labcorp Holdings Inc. 0.01% 8,894 $2.4M Add +18.2%
NYF iShares New York Muni Bond E 0.01% 44,534 $2.4M Add +15.1%
RMD Resmed Inc. 0.01% 10,514 $2.4M Reduce -13.8%
FNF Fidelity National Financial 0.01% 50,590 $2.3M Reduce -17.2%
ILTB iShares Core 10+ Year Usd Bo 0.01% 47,846 $2.3M Add +3.5%
DFAI Dimensional International Co. 0.01% 59,947 $2.3M Add +22.8%
HACK Amplify Cybersecurity ETF 0.01% 31,091 $2.3M Reduce -7.5%
A Agilent Technologies Inc. 0.01% 20,248 $2.3M Reduce -8.8%
OIH Vaneck Oil Services ETF 0.01% 5,672 $2.3M Add +78.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.01% 12,342 $2.3M Add +9.9%
WAT Waters Corp. 0.01% 7,593 $2.3M Add +12.0%
FDN First Trust DJ Internet Ind 0.01% 9,660 $2.3M Reduce -17.8%
IBB iShares Biotechnology ETF 0.00% 13,235 $2.2M Add +2.6%
CINF Cincinnati Financial Corp. 0.00% 14,025 $2.2M Add +0.3%
VRSN Verisign Inc. 0.00% 8,830 $2.2M Add +8.3%
IQV Iqvia Holdings Inc. 0.00% 12,824 $2.2M Add +7.0%
MOAT Vaneck Morningstar Wide Moat 0.00% 22,541 $2.2M Add +2.2%
ARKF ARK Blockchain & Fintech Inn 0.00% 57,154 $2.2M Add +2.1%
BKLN Invesco Senior Loan ETF 0.00% 105,544 $2.2M Reduce -12.1%
IVZ Invesco Ltd. 0.00% 87,376 $2.1M Add +1.3%
MTD Mettler-Toledo International 0.00% 1,679 $2.1M Reduce -2.1%
XBI SS SPDR S&P Biotech ETF 0.00% 16,141 $2.1M Add +14.1%
STZ Constellation Brands Inc. Class A 0.00% 13,684 $2.1M Add +19.8%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.00% 41,849 $2.0M Add +11.2%
SPYM Ste STR SPDR PT S&P 500 ETF 0.00% 26,707 $2.0M Add +48.3%
HYD Vaneck High Yield Muni ETF 0.00% 40,507 $2.0M Add +11.0%
LDOS Leidos Holdings Inc. 0.00% 13,035 $2.0M Reduce -3.4%
SGOL Abrdn Physical Gold Shares 0.00% 44,616 $2.0M Add +28.4%
SUB iShares Short-Term National 0.00% 18,662 $2.0M Add +63.2%
REG Regency Centers Corp. 0.00% 25,877 $2.0M Add +2.2%
CTSH Cognizant Tech Solutions-A 0.00% 31,741 $1.9M Reduce -45.7%
MDB Mongodb Inc. 0.00% 7,914 $1.9M Add +59.8%
EMLC Vaneck JPM Em Local Curr BND 0.00% 77,115 $1.9M Add +125.4%
VEGN US Vegan Climate ETF 0.00% 34,237 $1.9M Reduce -1.3%
IWS iShares Russell Mid-Cap Valu 0.00% 13,145 $1.9M Add +9.8%
DFAE Dimensional Emerging Core Eq 0.00% 56,290 $1.9M Add +26.1%
HPE Hewlett Packard Enterprise 0.00% 79,857 $1.9M Add +1.9%
DIVO Amplify CWP Enhan Divid ETF 0.00% 42,284 $1.9M Add +52.0%
M Macy's Inc. 0.00% 103,943 $1.9M Reduce -2.5%
AVDE Avantis International Equity 0.00% 22,135 $1.9M Reduce -0.1%
ICSH iShares Ultra Short Duration 0.00% 36,976 $1.9M Add +10.6%
DRI Darden Restaurants Inc. 0.00% 9,534 $1.9M Add +14.6%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.00% 1,414 $1.9M Add +143.4%
MLPA Global X MLP ETF 0.00% 34,571 $1.9M Add +9.6%
DD Dupont DE Nemours Inc. 0.00% 39,836 $1.8M Add +3.8%
VDC Vanguard Consumer Staple ETF 0.00% 8,047 $1.8M Add +29.1%
DVYE iShares Emerging Markets Div 0.00% 52,332 $1.8M Add +14.9%
BBY Best Buy Co. Inc. 0.00% 27,997 $1.8M Reduce -68.3%
VCLT Vanguard Long-Term Corp. Bond 0.00% 23,872 $1.8M Reduce -6.7%
BTC Grayscale Bitcoin Mini ETF 0.00% 59,336 $1.8M Reduce -2.8%
GAP The Gap Inc. 0.00% 72,478 $1.8M Reduce -2.0%
WDAY Workday Inc. Class A 0.00% 13,301 $1.7M Add +5.5%
SNAP Snap Inc. Class A 0.00% 372,961 $1.7M Add +372.6%
DVA Davita Inc. 0.00% 11,145 $1.7M Reduce -1.2%
OTIS Otis Worldwide Corp. 0.00% 21,913 $1.7M Reduce -37.1%
EINC Vaneck Energy Income ETF 0.00% 14,182 $1.7M Reduce -6.6%
XYLD Global X S&P 500 Cove Call E 0.00% 41,712 $1.6M Add +11.1%
DPZ Domino's Pizza Inc. 0.00% 4,529 $1.6M Reduce -13.3%
RBLX Roblox Corp. Class A 0.00% 28,553 $1.6M Reduce -41.5%
MOS The Mosaic Co. 0.00% 63,325 $1.6M Add +2.7%
IEF iShares 7-10 Year Treasury B 0.00% 16,798 $1.6M Add +42.5%
QCLN First Trust Nasdaq Clean Edg 0.00% 34,498 $1.6M Add +0.3%
BLOK Amplify Blockchain Tech ETF 0.00% 32,163 $1.6M Reduce -36.4%
PPG PPG Industries Inc. 0.00% 14,909 $1.6M Add +2.4%
AVEM Avantis Emerging Markets Eq 0.00% 19,775 $1.6M Add +6.1%
GXC State Street SPDR S&P China 0.00% 16,804 $1.6M Add +23.6%
BBJP JPMorgan Betabuilders Japan 0.00% 22,572 $1.6M Add +6.3%
FXR First Trust Indst/Producers 0.00% 18,983 $1.5M Add +59.6%
EWY iShares MSCI South Korea ETF 0.00% 12,566 $1.5M Add +209.4%
NVR NVR Inc. 0.00% 234 $1.5M Reduce -7.5%
SMCI Super Micro Computer Inc. 0.00% 67,199 $1.5M Reduce -11.6%
SUI Sun Communities Inc. filed as SUN CMNTYS INC 0.00% 12,065 $1.5M Reduce -55.5%
ATO Atmos Energy Corp. 0.00% 8,153 $1.5M Add +0.8%
XLI SS Industrial Select Sector 0.00% 9,295 $1.5M Add +17.6%
IGLB iShares 10+ Year Inv GR Corp. 0.00% 30,262 $1.5M Reduce -5.1%
DEM Wisdomtree Emerging Markets 0.00% 30,133 $1.5M Add +5.8%
FALN iShares Fallen Angels ETF 0.00% 56,007 $1.5M Add +51.0%
BGRN iShares Usd Green Bond ETF 0.00% 31,218 $1.5M Add +2.3%
CRWV Coreweave Inc. Class A 0.00% 18,905 $1.5M Add +71.7%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.00% 9,224 $1.5M Reduce -0.1%
VNQI Vanguard GLBL Ex-US Real Est 0.00% 32,463 $1.4M Reduce -20.2%
ARKG ARK Genomic Revolution ETF 0.00% 54,391 $1.4M Add +4.9%
JMOM JPMorgan US Momentum Factor 0.00% 21,103 $1.4M Add +17.8%
PXH Inves Rafi Emer MRKT-Usd Inc. 0.00% 53,078 $1.4M Add +81.5%
VPU Vanguard Utilities ETF 0.00% 7,116 $1.4M Reduce -17.5%
SPYX SS SPDR S&P 500 Foss FL ETF 0.00% 26,570 $1.4M Add +3.7%
EFX Equifax Inc. 0.00% 7,824 $1.4M Reduce -9.8%
IWM iShares Russell 2000 ETF 0.00% 5,671 $1.4M Add +32.6%
VFH Vanguard Financials ETF 0.00% 11,624 $1.4M Add +20.1%
HRL Hormel Foods Corp. 0.00% 61,097 $1.4M Reduce -91.1%
WST West Pharmaceutical Services 0.00% 5,503 $1.4M Add +0.4%
MINT PIMCO Enhanced Short Maturit 0.00% 13,572 $1.4M Add +77.8%
STE Steris PLC 0.00% 6,167 $1.4M Reduce -3.1%
WY Weyerhaeuser Co. 0.00% 55,812 $1.4M Reduce -5.3%
ISTB iShares Core 1-5 Year Usd Bo 0.00% 27,531 $1.3M Add +43.4%
NOV Nov Inc. 0.00% 70,912 $1.3M Reduce -2.1%
DXCM Dexcom Inc. 0.00% 21,036 $1.3M Add +36.0%
BBH Vaneck Biotech ETF 0.00% 7,004 $1.3M Add +27.1%
DFAU Dimensional US Core Equity M 0.00% 29,057 $1.3M Add +39.3%
BR Broadridge Financial Solutio 0.00% 8,039 $1.3M Reduce -44.0%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.00% 17,732 $1.3M Add +22.9%
VIS Vanguard Industrials ETF 0.00% 4,105 $1.3M Add +82.8%
EME Emcor Group Inc. 0.00% 1,718 $1.3M Add +19.4%
CHTR Charter Communications Inc. Class A 0.00% 5,861 $1.3M Add +40.2%
FIS Fidelity National Info Serv 0.00% 26,791 $1.3M Reduce -16.0%
JQUA JPMorgan US Quality Factor 0.00% 20,416 $1.3M Reduce -5.0%
RDDT Reddit Inc. Class A 0.00% 9,294 $1.3M Reduce -34.7%
NXPI NXP Semiconductors NV 0.00% 6,327 $1.2M Reduce -5.4%
EIS iShares MSCI Israel ETF 0.00% 10,689 $1.2M Add +53.6%
Z Zillow Group Inc. Class C 0.00% 29,747 $1.2M Reduce -2.4%
ESS Essex Property Trust Inc. 0.00% 5,074 $1.2M Reduce -13.1%
NRG NRG Energy Inc. 0.00% 8,371 $1.2M Add +10.6%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.00% 18,431 $1.2M Reduce -6.8%
AVB Avalonbay Communities Inc. 0.00% 7,422 $1.2M Reduce -19.1%
ZBH Zimmer Biomet Holdings Inc. 0.00% 13,261 $1.2M Add +37.4%
ARCC Ares Capital Corp. 0.00% 66,422 $1.2M Reduce -1.8%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.00% 31,064 $1.2M Add +15.0%
BBWI Bath & Body Works Inc. 0.00% 63,632 $1.2M Reduce -2.4%
GSIE Goldman Sachs Activebeta Int 0.00% 27,476 $1.2M Add +85.5%
APTV Aptiv PLC 0.00% 16,955 $1.2M Add +2.1%
QUAL iShares MSCI USA Quality Fac 0.00% 6,093 $1.2M Add +1.1%
CPTL GBL X MRST CP Alc LDR ETF-Ui 0.00% 28,058 $1.2M Add +3.7%
POWR iShares US Power Infrastruct 0.00% 44,374 $1.2M Reduce -3.5%
IFGL iShares International Develo 0.00% 52,026 $1.2M Add +133.4%
JBHT Hunt (jb) Transprt SVCS Inc. 0.00% 5,439 $1.2M Add +6.7%
CPAY Corpay Inc. 0.00% 3,931 $1.1M Add +3.7%
NACP Impact Shares Naacp Minority 0.00% 23,584 $1.1M Reduce -0.5%
CF CF Industries Holdings Inc. 0.00% 8,751 $1.1M Add +16.8%
SPYG SS SPDR P S&P 500 Growth ETF 0.00% 11,393 $1.1M Add +24.8%
XLB SS Materials Select Sector 0.00% 22,229 $1.1M Add +33.6%
EFG iShares MSCI Eafe Growth ETF 0.00% 9,961 $1.1M Add +2.5%
GPN Global Payments Inc. 0.00% 16,115 $1.1M Add +20.9%
FNDA Schwab Fndmntl US SM Co. ETF 0.00% 33,280 $1.1M Reduce -4.6%
EWW iShares MSCI Mexico ETF 0.00% 14,343 $1.1M Add +37.2%
SGDJ Sprott Jr. Gold Miners ETF 0.00% 12,397 $1.1M Add +34.2%
VPL Vanguard Ftse Pacific ETF 0.00% 10,849 $1.1M Add +29.9%
XLY SS Consumer Disc Select Sect 0.00% 9,725 $1.1M Reduce -3.2%
AOS Smith (a.o.) Corp. 0.00% 15,817 $1.0M Reduce -2.5%
MRNA Moderna Inc. 0.00% 20,244 $1.0M Add +47.4%
FEZ State Street SPDR Euro Stoxx 0.00% 16,557 $1.0M Add +2.1%
VEEV Veeva Systems Inc. Class A 0.00% 5,830 $1.0M Add +20.6%
LULU Lululemon Athletica Inc. 0.00% 6,655 $1.0M Reduce -33.1%
ALB Albemarle Corp. 0.00% 5,637 $1.0M Reduce -0.1%
ZS Zscaler Inc. 0.00% 7,166 $1.0M Reduce -33.2%
HUM Humana Inc. 0.00% 5,774 $1.0M Reduce -5.3%
PODD Insulet Corp. 0.00% 4,768 $1.0M Reduce -16.9%
APLD Applied Digital Corp. 0.00% 41,542 $986K Add +12.6%
ILMN Illumina Inc. 0.00% 7,961 $981K Reduce -3.5%
PXF Invesco Rafi Developed Marke 0.00% 13,825 $966K Add +51.7%
NUBD Nuveen ESG US Aggregate Bond 0.00% 43,499 $966K Add +2.4%
SSNC Ss&c Technologies Holdings 0.00% 14,253 $963K Reduce -68.6%
ENFR Alerian Energy Infrastructur 0.00% 24,855 $950K Reduce -4.2%
IVLU iShares MSCI International V 0.00% 23,884 $948K Add +35.6%
TWLO Twilio Inc. Class A 0.00% 7,456 $938K Reduce -5.3%
CC The Chemours Co. 0.00% 42,567 $938K Reduce -10.0%
ZM Zoom Communications Inc. 0.00% 11,505 $925K Reduce -12.6%
CHRW C.H. Robinson Worldwide Inc. 0.00% 5,536 $919K Add +4.1%
FLJP Franklin Ftse Japan ETF 0.00% 25,109 $908K Add +48.4%
AMLP Alerian MLP ETF 0.00% 16,858 $887K Add +9.7%
BRO Brown & Brown Inc. 0.00% 13,332 $869K Reduce -7.9%
JBL Jabil Inc. 0.00% 3,230 $858K Add +11.4%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.00% 37,805 $858K Add +37.6%
FTSL First Trust Senior Loan ETF 0.00% 19,040 $853K Add +55.9%
INCY Incyte Corp. 0.00% 9,058 $853K Add +5.4%
XT Ishar Fture Exp Tech ETF-Usd 0.00% 12,428 $847K Reduce -2.6%
CSGP Costar Group Inc. 0.00% 20,936 $845K Reduce -20.3%
EFV iShares MSCI Eafe Value ETF 0.00% 11,307 $841K Reduce -5.4%
NWSA News Corp. Class A 0.00% 33,497 $835K Reduce -35.1%
J Jacobs Solutions Inc. 0.00% 6,499 $827K Add +12.5%
SMIN iShares MSCI India Small-Cap 0.00% 13,727 $823K Reduce -13.6%
WCLD Wisdomtree Cloud Computing 0.00% 30,000 $820K Reduce -44.6%
FLS Flowserve Corp. 0.00% 11,114 $817K Reduce -2.5%
CCJ Cameco Corp. 0.00% 7,425 $806K Add +5.4%
GSSC Goldman Sachs Activebeta US 0.00% 10,760 $802K Add +5.7%
SHE SS SPDR MSCI U Gend Div ETF 0.00% 6,276 $802K Add +1.9%
COO The Cooper Cos Inc. 0.00% 11,208 $801K Reduce -1.0%
TYL Tyler Technologies Inc. 0.00% 2,339 $801K Reduce -9.8%
VAW Vanguard Materials ETF 0.00% 3,544 $799K Add +6.2%
HSIC Henry Schein Inc. filed as SCHEIN HENRY INC 0.00% 10,666 $786K Add +1.2%
HEI Heico Corp. 0.00% 2,853 $782K Reduce -0.1%
QQEW First TR Nasdaq-100 Sel Eq 0.00% 6,153 $781K Add +14.9%
BXP BXP Inc. 0.00% 14,890 $773K Reduce -64.9%
XES SS SPDR S&P Og Eqp & Serv 0.00% 6,638 $772K Add +15.1%
XLC SS Comm Select Sector SPDR 0.00% 6,960 $772K Reduce -22.3%
EBND State Street SPDR Bloomberg 0.00% 37,300 $770K Reduce -46.8%
EDOW First Trust Dow 30 Eql WGHT 0.00% 18,949 $769K Add +13.6%
CPRI Capri Holdings Ltd. 0.00% 43,612 $768K Reduce -2.3%
SCHX Schwab US Large-Cap ETF 0.00% 29,379 $753K Add +168.0%
GSEU Goldman Activebta Eur Eq ETF 0.00% 16,406 $742K Add +26.3%
IEX Idex Corp. 0.00% 3,905 $740K Add +6.1%
FFIV F5 Inc. 0.00% 2,548 $737K Add +13.0%
VCR Vanguard Consumer Discre ETF 0.00% 2,044 $734K Reduce -8.2%
EZU iShares MSCI Eurozone ETF 0.00% 11,713 $734K Add +15.4%
FLKR Franklin Ftse South Korea 0.00% 18,138 $723K New
EPOL iShares MSCI Poland ETF 0.00% 19,824 $722K Add +51.6%
TAP Molson Coors Beverage Co. Class B 0.00% 16,700 $719K Reduce -4.8%
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.00% 15,459 $709K Add +19.7%
DECK Deckers Outdoor Corp. 0.00% 7,028 $703K Add +12.3%
MP MP Materials Corp. 0.00% 14,531 $701K Add +10.4%
EMQQ Emg MKT Internet ETF-USA Inc. filed as EXCHANGE TRADED CONCEPTS TRU 0.00% 21,150 $700K Add +6.6%
WLTH Wealthfront Corp. 0.00% 74,461 $689K Add +210.9%
AKAM Akamai Technologies Inc. 0.00% 5,989 $688K Add +18.6%
MELI MercadoLibre Inc. 0.00% 396 $685K New
PVH PVH Corp. 0.00% 9,773 $682K Reduce -2.7%
SUNB Sunbelt Rentals Holdings Inc. 0.00% 10,473 $682K New
PBW Invesco Wilderhill Clean Ene 0.00% 21,460 $678K Add +1.2%
SPHD Invesco S&P 500 High Dividen 0.00% 13,653 $677K Add +21.5%
SPDW Ste STR SPDR PT DW Eu ETF 0.00% 14,793 $675K Add +16.3%
NWS News Corp. Class B 0.00% 23,630 $674K Reduce -22.1%
HII Huntington Ingalls Industrie 0.00% 1,770 $672K Add +7.7%
PTC PTC Inc. 0.00% 4,660 $664K Add +9.6%
HUBS HubSpot Inc. 0.00% 2,713 $662K Reduce -3.2%
PAAS Pan American Silver Corp. 0.00% 12,118 $662K Add +22.3%
OKLO Oklo Inc. 0.00% 13,310 $660K Add +51.6%
FTEC Fidelity MSCI Info Tech Indx 0.00% 3,139 $653K Add +9.2%
KRE SS SPDR S&P Regional Bank 0.00% 10,000 $652K Add +89.7%
QS Quantumscape Corp. 0.00% 101,593 $648K Add +99.4%
AVY Avery Dennison Corp. 0.00% 3,738 $645K Reduce -11.4%
TEAM Atlassian Corp. Class A 0.00% 9,454 $645K Add +8.6%
MARA Mara Holdings Inc. 0.00% 78,686 $642K Reduce -8.3%
USMV iShares MSCI USA Min Vol Fac 0.00% 6,868 $637K Reduce -28.0%
SPLV Invesco S&P 500 Low Volatili 0.00% 8,636 $632K Add +90.8%
HST Host Hotels & Resorts Inc. 0.00% 32,897 $630K Add +10.3%
IONQ Ionq Inc. 0.00% 21,605 $623K Add +34.9%
OKTA Okta Inc. 0.00% 7,729 $608K Reduce -26.2%
SCHE Schwab Emrg Mrkts Eqty ETF 0.00% 18,336 $604K Add +5.6%
PATH Uipath Inc. Class A 0.00% 54,272 $602K Add +31.5%
GME Gamestop Corp. Class A 0.00% 25,935 $598K Add +3.2%
HEI.A Heico Corp. Class A 0.00% 2,823 $596K Reduce -2.2%
GPC Genuine Parts Co. 0.00% 5,621 $594K Reduce -71.3%
QBTS D-Wave Quantum Inc. 0.00% 41,132 $594K Add +14.2%
DOC Healthpeak Properties Inc. 0.00% 35,984 $591K Add +11.6%
CRBG Corebridge Financial Inc. 0.00% 24,746 $590K Reduce -37.7%
SPOT Spotify Technology SA 0.00% 1,212 $588K Reduce -1.4%
BALL Ball Corp. 0.00% 9,927 $587K Add +10.8%
MGM MGM Resorts International 0.00% 15,611 $578K Add +9.8%
HEFA Isha Curr Hedged MSCI Eafe 0.00% 13,580 $577K Add +29.6%
HIMS Hims & Hers Health Inc. 0.00% 27,588 $573K Add +68.3%
WSM Williams-Sonoma Inc. 0.00% 3,125 $570K Add +12.6%
IHI iShares U.S. Medical Devices 0.00% 10,585 $565K Reduce -5.1%
ONDS Ondas Inc. 0.00% 62,137 $562K Add +314.3%
KBE SS SPDR S&P Bank ETF 0.00% 9,238 $550K Add +35.2%
EFA iShares MSCI Eafe ETF 0.00% 5,650 $549K Add +32.8%
ETH Grayscale Ethereum Staking M 0.00% 27,442 $545K Reduce -3.6%
UTHR United Therapeutics Corp. 0.00% 915 $543K Add +18.1%
HRB H&R Block Inc. filed as BLOCK H & R INC 0.00% 17,045 $541K Reduce -1.7%
MTUM iShares MSCI USA Momentum Fa 0.00% 2,253 $541K Add +3.6%
RGLD Royal Gold Inc. 0.00% 2,106 $536K Reduce -14.7%
TAN Invesco Solar ETF 0.00% 9,620 $536K Add +17.2%
ECHO Echostar Corp. Class A 0.00% 4,571 $535K Add +134.4%
SW Smurfit Westrock PLC 0.00% 13,406 $534K Add +37.6%
IXUS iShares Core Intl Stock ETF 0.00% 6,099 $528K New
MOH Molina Healthcare Inc. 0.00% 3,942 $525K Reduce -93.1%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.00% 13,006 $522K Add +26.1%
B Barrick Mining Corp. 0.00% 12,754 $520K Add +6.4%
SOLS Solstice Adv Materials Inc. 0.00% 6,825 $520K Reduce -8.0%
NOBL Proshares S&P 500 Dividend A 0.00% 4,868 $516K Add +136.9%
ECH iShares MSCI Chile ETF 0.00% 12,874 $512K Add +33.8%
NVO Novo-Nordisk A/S-Spons ADR 0.00% 13,805 $507K Add +63.2%
REM iShares Mortgage Real Estate 0.00% 23,381 $502K Reduce -37.4%
MORT Vaneck Mortgage REIT Income 0.00% 48,868 $501K Add +72.1%
XHE SS SPDR S&P HC Equip ETF 0.00% 6,364 $498K Add +26.2%
RIOT Riot Platforms Inc. 0.00% 40,062 $495K Reduce -19.8%
IDRV iShares Self-Driving Ev&tech 0.00% 12,834 $494K Reduce -6.4%
KCE SS SPDR S&P Cap MKTS ETF 0.00% 3,564 $490K Reduce -28.3%
ENB Enbridge Inc. 0.00% 9,008 $488K Add +3.4%
RYLD Global X Russell 2000 Cov Class 0.00% 32,530 $486K Add +1.8%
VOX Vanguard Communication Servi 0.00% 2,698 $485K Add +10.8%
AEM Agnico Eagle Mines Ltd. 0.00% 2,387 $485K New
VSS Vanguard Ftse All Wo X-US SC 0.00% 3,301 $481K New
BG Bunge Global SA 0.00% 3,780 $481K Add +22.0%
EWT iShares MSCI Taiwan ETF 0.00% 6,716 $476K Add +40.7%
GEN Gen Digital Inc. 0.00% 25,261 $476K Reduce -25.3%
PNR Pentair PLC 0.00% 5,460 $476K Add +7.1%
DOCN Digitalocean Holdings Inc. 0.00% 5,516 $473K Add +8.1%
MDLN Medline Inc. Class A 0.00% 10,574 $471K New
IVE iShares S&P 500 Value ETF 0.00% 2,228 $470K Add +17.4%
PL Planet Labs PBC 0.00% 16,791 $469K Add +32.1%
TKO Tko Group Holdings Inc. 0.00% 2,324 $469K Add +4.0%
MOO Vaneck Agribusiness ETF 0.00% 5,526 $467K Add +6.3%
AGG iShares Core U.S. Aggregate 0.00% 4,691 $466K Reduce -17.2%
RL Ralph Lauren Corp. 0.00% 1,351 $465K Add +0.5%
ALLE Allegion PLC 0.00% 3,163 $460K Reduce -4.2%
ROKU Roku Inc. 0.00% 4,847 $459K Reduce -0.3%
MKC McCormick & Co.-Non VTG SHRS 0.00% 9,068 $457K Reduce -57.0%
XHB SS SPDR S&P Homebldrs ETF 0.00% 4,568 $451K Reduce -12.6%
BWA Borgwarner Inc. 0.00% 8,139 $442K Reduce -2.8%
AES AES Corp. 0.00% 31,206 $440K Add +19.4%
FLGB Franklin Ftse United Kingdom 0.00% 12,626 $439K Add +10.7%
LMND Lemonade Inc. 0.00% 6,992 $438K Reduce -15.8%
JOBY Joby Aviation Inc. 0.00% 52,842 $436K Add +35.6%
TIP iShares Tips Bond ETF 0.00% 3,889 $429K Add +23.1%
LKQ LKQ Corp. 0.00% 14,440 $424K Reduce -5.1%
HAS Hasbro Inc. 0.00% 4,518 $423K Add +15.4%
NCLH Norwegian Cruise Line Holdin 0.00% 22,446 $420K Add +8.0%
IPAY Amplify Digital Payments ETF 0.00% 9,792 $419K Add +10.3%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.00% 4,339 $418K Add +34.5%
SCCO Southern Copper Corp. 0.00% 2,431 $418K New
EFAV iShares MSCI Eafe Min Vol Fa 0.00% 4,564 $417K Add +0.5%
CELH Celsius Holdings Inc. 0.00% 11,745 $417K Add +2.2%
CDW CDW Corp. 0.00% 3,426 $415K Add +1.8%
SWKS Skyworks Solutions Inc. 0.00% 7,727 $414K Reduce -64.3%
PINS Pinterest Inc. Class A 0.00% 22,317 $409K Reduce -48.5%
FINX Global X Fintech ETF 0.00% 17,712 $409K Add +11.0%
CRSP Crispr Therapeutics AG 0.00% 8,545 $406K Reduce -6.6%
ICVT iShares Convertible Bond ETF 0.00% 3,993 $406K Add +10.2%
EWS iShares MSCI Singapore ETF 0.00% 14,327 $404K Add +10.9%
NDSN Nordson Corp. 0.00% 1,504 $400K Add +9.1%
CIFR Cipher Digital Inc. 0.00% 30,788 $396K Add +132.5%
AAOI Applied Optoelectronics Inc. 0.00% 4,663 $394K New
ARM Arm Holdings PLC-ADR 0.00% 2,602 $394K New
RVTY Revvity Inc. 0.00% 4,479 $392K Add +19.7%
KGC Kinross Gold Corp. 0.00% 12,852 $392K Add +16.9%
KIE SS SPDR S&P Insurance ETF 0.00% 7,099 $390K Reduce -0.3%
PHO Invesco Water Resources ETF 0.00% 5,835 $390K Reduce -7.8%
KOMP SS SPDR S&P Kensho Ne Comp 0.00% 6,670 $390K Add +30.9%
NLY Annaly Capital Management Inc. 0.00% 18,417 $390K Add +20.4%
EMN Eastman Chemical Co. 0.00% 5,053 $386K Reduce -2.0%
CLX Clorox Company 0.00% 3,690 $382K Add +18.5%
LCID Lucid Group Inc. 0.00% 40,084 $382K Add +17.2%
POWL Powell Industries Inc. 0.00% 697 $377K Add +5.5%
U Unity Software Inc. 0.00% 17,148 $376K Add +22.6%
CCEP Coca-Cola Europacific Partne 0.00% 4,144 $376K Add +9.2%
SMR Nuscale Power Corp. 0.00% 34,473 $374K Add +84.9%
EXE Expand Energy Corp. 0.00% 3,365 $369K Add +2.5%
PDD PDD Holdings Inc. 0.00% 3,609 $369K Add +3.6%
ECNS iShares MSCI China Small-Cap 0.00% 11,254 $366K Add +1.4%
TRU Transunion 0.00% 5,279 $365K Reduce -56.2%
UUUU Energy Fuels Inc. 0.00% 19,697 $359K Add +3.6%
COKE Coca-Cola Consolidated Inc. 0.00% 1,869 $358K Add +4.1%
FITE SS SPDR S&P Kensho FS ETF 0.00% 4,137 $354K Reduce -18.3%
ALGN Align Technology Inc. 0.00% 2,060 $353K Add +29.8%
YOLO Advisorshares Pure Cannabis 0.00% 134,034 $353K Reduce -73.4%
ACHR Archer Aviation Inc. Class A 0.00% 67,525 $349K Add +0.1%
UFOX Defiance Space and Connectiv 0.00% 5,112 $349K Reduce -3.7%
RGTI Rigetti Computing Inc. 0.00% 24,803 $348K Add +13.2%
FLBR Franklin Ftse Brazil ETF 0.00% 14,560 $348K Reduce -1.9%
EWG iShares MSCI Germany ETF 0.00% 8,756 $347K Reduce -3.6%
CALY Callaway Golf Company 0.00% 24,977 $347K Add +0.1%
KTOS Kratos Defense & Security 0.00% 4,911 $346K Reduce -8.8%
RITM Rithm Capital Corp. 0.00% 36,508 $346K Add +37.5%
TRI Thomson Reuters Corp. 0.00% 3,809 $343K Add +93.7%
FDS Factset Research Systems Inc. 0.00% 1,549 $336K Reduce -30.6%
COMP Compass Inc. Class A 0.00% 45,559 $333K Add +1.3%
UDR Udr Inc. 0.00% 9,791 $331K Reduce -0.2%
RDW Redwire Corp. 0.00% 38,861 $330K Add +227.0%
HL Hecla Mining Co. 0.00% 17,670 $329K Add +43.3%
PZT Invesco New York Amt-Free Mu 0.00% 14,680 $324K Reduce -20.0%
CNRG SS SPDR S&P Kensho CLP ETF 0.00% 3,582 $324K Add +18.0%
EIRL iShares MSCI Ireland ETF 0.00% 4,694 $323K Add +5.0%
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC 0.00% 3,281 $323K Reduce -2.4%
CPT Camden Property Trust 0.00% 3,292 $321K Reduce -8.7%
VKTX Viking Therapeutics Inc. 0.00% 9,821 $320K Reduce -20.3%
PFFD Global X US Preferred ETF 0.00% 17,269 $318K Reduce -15.9%
IPAC iShares Core MSCI Pacific Et 0.00% 4,139 $317K Add +43.6%
DRIV Global X Autonomous&elec-ETF 0.00% 10,357 $316K Add +6.2%
CACI Caci International Inc. Class A 0.00% 579 $315K Add +0.9%
TEM Tempus AI Inc. Class A 0.00% 6,946 $314K Add +21.8%
IDEV iShares Core MSCI Dev MKTS 0.00% 3,719 $311K New
HYMB SS SPDR N Ice HY Muni ETF 0.00% 12,426 $308K Reduce -4.6%
AIZ Assurant Inc. 0.00% 1,414 $308K Add +8.7%
IVW iShares S&P 500 Growth ETF 0.00% 2,709 $306K Reduce -8.2%
ZBRA Zebra Technologies Corp. Class A 0.00% 1,448 $303K Reduce -80.3%
SWK Stanley Black & Decker Inc. 0.00% 4,254 $302K Add +8.6%
EWX State Street SPDR S&P Emergi 0.00% 4,563 $302K Reduce -2.8%
AVAV Aerovironment Inc. 0.00% 1,647 $301K New
EWL iShares MSCI Switzerland ETF 0.00% 5,111 $301K New
VEGI iShares MSCI Agriculture Pro 0.00% 6,587 $298K Reduce -8.6%
METV Roundhill Ball Metaverse ETF 0.00% 18,343 $292K Add +2.5%
ALAB Astera Labs Inc. 0.00% 2,663 $292K Add +100.8%
FIW First Trust Water ETF 0.00% 2,808 $290K Add +15.8%
SOC Sable Offshore Corp. 0.00% 17,523 $289K Reduce -2.1%
EEMV iShares MSCI Emg MKT Min Vol 0.00% 4,446 $288K Add +29.4%
EWP iShares MSCI Spain ETF 0.00% 5,298 $288K Add +7.2%
AM Antero Midstream Corp. 0.00% 12,616 $288K Reduce -6.5%
JETS US Global Jets ETF 0.00% 11,648 $287K Add +34.4%
CRDO Credo Technology Group Holdi 0.00% 3,055 $287K Add +60.5%
FLUT Flutter Entertainment PLC-Di 0.00% 2,789 $284K New
VONG Vanguard Russell 1000 Growth 0.00% 2,587 $284K Add +3.6%
BBAI Bigbear.ai Holdings Inc. 0.00% 80,549 $284K Add +14.6%
GH Guardant Health Inc. 0.00% 3,042 $281K Add +7.2%
FIG Figma Inc. Class A 0.00% 13,285 $281K New
EWZ iShares MSCI Brazil ETF 0.00% 7,285 $280K New
CRL Charles River Laboratories 0.00% 1,609 $278K Add +17.8%
EG Everest Group Ltd. 0.00% 835 $273K Add +17.9%
GNRC Generac Holdings Inc. 0.00% 1,389 $271K New
BN Brookfield Corp. 0.00% 6,697 $271K Add +13.6%
FBIN Fortune Brands Innovations I 0.00% 6,941 $270K Reduce -17.6%
DTM DT Midstream Inc. 0.00% 2,008 $270K Reduce -1.7%
EEM iShares MSCI Emerging Market 0.00% 4,758 $270K New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.00% 3,394 $270K Add +33.7%
AFRM Affirm Holdings Inc. 0.00% 5,877 $269K Reduce -1.7%
LII Lennox International Inc. 0.00% 578 $268K Reduce -20.5%
STRL Sterling Infrastructure Inc. 0.00% 656 $267K New
KRBN KS Global Carbon Stratgy ETF 0.00% 8,962 $266K Add +9.6%
ROKT SS SPDR S&P Kensho FF ETF 0.00% 2,668 $265K Add +2.6%
CDE Coeur Mining Inc. 0.00% 14,108 $265K Add +38.8%
IPO Renaissance Ipo ETF 0.00% 6,314 $264K Add +5.1%
GSJY Goldman Activebeta JP Eq ETF 0.00% 5,397 $263K Add +5.0%
IWD iShares Russell 1000 Value E 0.00% 1,229 $263K Reduce -12.3%
PSKY Paramount Skydance Class B 0.00% 28,974 $261K Add +53.3%
BEN Franklin Templeton Inc. 0.00% 11,028 $260K New
COLB Columbia Banking System Inc. 0.00% 9,486 $260K Reduce -0.6%
TECH Bio-Techne Corp. 0.00% 4,960 $259K Add +8.5%
WULF Terawulf Inc. 0.00% 17,881 $258K Reduce -14.2%
EQX Equinox Gold Corp. 0.00% 17,840 $258K Add +2.8%
SUSB iShares ESG Aware 1-5 Year U 0.00% 10,265 $257K Reduce -6.0%
BETA Beta Technologies Inc. Class A 0.00% 17,458 $257K New
IJH iShares Core S&P Midcap ETF 0.00% 3,793 $256K Add +19.2%
CW Curtiss-Wright Corp. 0.00% 375 $255K Add +3.0%
ELF Elf Beauty Inc. 0.00% 4,195 $254K Reduce -0.1%
SCZ iShares MSCI Eafe Small-Cap 0.00% 3,229 $253K Reduce -0.8%
AFK Vaneck Africa Index ETF 0.00% 9,825 $253K Reduce -5.6%
AWR American States Water Co. filed as AMER STATES WTR CO 0.00% 3,330 $252K Reduce -0.3%
GEM Goldman Sachs Activebeta Em 0.00% 5,758 $249K Add +13.3%
ITB iShares U.S. Home Constructi 0.00% 2,709 $245K Add +0.7%
UI Ubiquiti Inc. 0.00% 306 $242K New
BMNR Bitmine Immersion Technologi 0.00% 12,211 $242K New
SPEM State Street SP PTF Em ETF 0.00% 5,141 $241K Reduce -1.8%
FNDC Schwab Fndmnt Intl SM Eq ETF 0.00% 5,139 $238K Reduce -3.5%
EWC iShares MSCI Canada ETF 0.00% 4,309 $236K New
SOLV Solventum Corp. 0.00% 3,588 $234K Reduce -10.9%
FLTW Franklin Ftse Taiwan ETF 0.00% 3,422 $233K New
CSL Carlisle Cos Inc. 0.00% 695 $232K Reduce -1.0%
AAL American Airlines Group Inc. 0.00% 21,534 $231K Add +22.4%
AZN Astrazeneca PLC 0.00% 1,171 $231K Reduce -48.9%
BBCA JPMorgan Betabuilders Canada 0.00% 2,449 $230K Reduce -8.2%
ITT Itt Inc. 0.00% 1,208 $230K Add +4.0%
DKNG Draftkings Inc. Class A 0.00% 10,573 $229K Add +22.2%
AYI Acuity Inc. 0.00% 814 $228K Reduce -1.1%
SOUN Soundhound AI Inc. Class A 0.00% 32,826 $226K Reduce -23.9%
DAX Global X Dax Germany ETF 0.00% 5,339 $225K Reduce -5.2%
VMBS Vanguard Mortgage-Backed Sec 0.00% 4,724 $222K Reduce -17.1%
PNW Pinnacle West Capital 0.00% 2,194 $221K New
MTZ Mastec Inc. 0.00% 685 $220K New
AMKR Amkor Technology Inc. 0.00% 4,890 $220K New
WYNN WYNN Resorts Ltd. 0.00% 2,161 $219K Add +10.7%
HERO Global X Video Games& Esport 0.00% 8,493 $219K Reduce -0.5%
FRT Federal Realty Invs Trust 0.00% 2,056 $218K New
BWXT BWX Technologies Inc. 0.00% 1,067 $218K New
CHWY Chewy Inc. Class A 0.00% 8,050 $217K New
IAK iShares U.S. Insurance ETF 0.00% 1,675 $215K Add +5.7%
BF.B Brown-Forman Corp. Class B 0.00% 8,105 $214K Reduce -32.9%
BABA Alibaba Group Holding-SP ADR 0.00% 1,698 $213K New
ALMU Aeluma Inc. 0.00% 16,217 $212K New
CWB SS SPDR BB Conv Sec ETF 0.00% 2,294 $210K New
RRC Range Resources Corp. 0.00% 4,605 $208K New
SDG Ish MSCI Glob Sust Deve Goal 0.00% 2,442 $205K Reduce -7.2%
R Ryder System Inc. 0.00% 1,001 $205K Reduce -10.0%
NANR Sta STR SP S&P Nor An Res-Ui 0.00% 4,115 $205K New
IDA Idacorp Inc. 0.00% 1,429 $204K New
EWBC East West Bancorp Inc. 0.00% 1,905 $203K Reduce -0.9%
WOOD iShares Global Timber & Fore 0.00% 2,853 $202K Reduce -1.5%
DFAS Dimensional US Small Cap ETF 0.00% 2,833 $202K Reduce -13.3%
TFI SS SPDR N Ice Muni Bond ETF 0.00% 4,438 $201K New
OSCR Oscar Health Inc. Class A 0.00% 17,018 $195K Reduce -45.3%
AMC AMC Entertainment HLDS Class A 0.00% 196,830 $193K Add +36.8%
BTG B2GOLD Corp. 0.00% 42,352 $192K Add +16.1%
AMPX Amprius Technologies Inc. 0.00% 11,061 $186K Reduce -22.9%
NTLA Intellia Therapeutics Inc. 0.00% 14,450 $185K Add +7.6%
UMAC Unusual Machines Inc. 0.00% 14,919 $185K New
ZETA Zeta Global Holdings Corp. Class A 0.00% 11,568 $184K New
LYFT LYFT Inc. Class A 0.00% 13,773 $183K New
HTGC Hercules Capital Inc. 0.00% 12,374 $183K New
UEC Uranium Energy Corp. 0.00% 13,283 $179K New
QUBT Quantum Computing Inc. 0.00% 25,341 $174K Add +15.3%
RCAT Red Cat Holdings Inc. 0.00% 12,959 $170K Add +15.7%
OPEN Opendoor Technologies Inc. 0.00% 35,318 $165K Add +46.5%
EWZS iShares MSCI Brazil Small-Ca 0.00% 11,009 $163K Reduce -2.0%
PLUG Plug Power Inc. filed as PLUG PWR INC 0.00% 69,709 $158K Add +8.2%
OBDC Blue Owl Capital Corp. 0.00% 13,667 $151K Reduce -52.7%
PSEC Prospect Capital Corp. 0.00% 51,744 $135K Add +5.4%
SERV Serve Robotics Inc. 0.00% 14,791 $125K Add +28.7%
IBRX Immunitybio Inc. 0.00% 16,004 $123K New
NFE New Fortress Energy Inc. 0.00% 195,946 $116K Add +7.3%
LUMN Lumen Technologies Inc. 0.00% 16,417 $114K Add +25.6%
BEYOND MEAT INC (BYND 0 03/15/27) 0.00% 127,573 $90K New
UAMY United States Antimony Corp. 0.00% 10,240 $89K Reduce -31.8%
PTON Peloton Interactive Inc. Class A 0.00% 19,118 $82K Add +15.7%
RR Richtech Robotics Inc. Class B 0.00% 36,869 $77K Reduce -37.8%
EOSE Eos Energy Enterprises Inc. 0.00% 15,339 $76K Reduce -50.6%
HNST The Honest Co. Inc. 0.00% 25,510 $75K Add +1.3%
ALIT Alight Inc. Class A 0.00% 126,650 $74K Add +154.8%
AUR Aurora Innovation Inc. 0.00% 17,629 $73K New
ENVX Enovix Corp. 0.00% 13,800 $71K Add +27.8%
SG Sweetgreen Inc. Class A 0.00% 12,670 $66K Reduce -13.4%
EVH Evolent Health Inc. Class A 0.00% 28,083 $64K Add +40.8%
JBLU Jetblue Airways Corp. 0.00% 14,187 $63K New
GDRX Goodrx Holdings Inc. Class A 0.00% 28,130 $55K New
PACB Pacific Biosciences of Calif 0.00% 39,446 $52K Add +3.7%
AQST Aquestive Therapeutics Inc. 0.00% 12,127 $50K New
SLS Sellas Life Sciences Group I 0.00% 11,436 $48K New
ABAT American Battery Technology 0.00% 17,337 $48K New
CHGG Chegg Inc. 0.00% 63,549 $47K Reduce -0.0%
ASPI Asp Isotopes Inc. 0.00% 10,149 $45K New
XRX Xerox Holdings Corp. 0.00% 30,214 $39K Add +36.3%
RXRX Recursion Pharmaceuticals-A 0.00% 12,210 $37K Reduce -11.8%
PRME Prime Medicine Inc. 0.00% 10,379 $36K New
BB Blackberry Ltd. 0.00% 10,391 $34K New
JELD Jeld-Wen Holding Inc. 0.00% 22,785 $28K No change
CLOV Clover Health Investments Co. 0.00% 13,023 $23K New
BLNK Blink Charging Co. 0.00% 34,273 $19K Reduce -1.2%
GPRO Gopro Inc. Class A 0.00% 13,545 $10K Reduce -0.0%
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)
SecurityClassShares / PrincipalValueChange
XRXDW Xerox Holdings Corp. *W EXP 02/11/202 12,620$1KAdd +13.9%

Total filed on the 13F, all lines: $45.6B.

Portfolio Sells Q4 2025 → Q1 2026

VTI VG Morningstar TS MKT ETF-US Reduce -0.3% 12.65% −0.85
VIG Vanguard Dividend Apprec ETF Reduce -8.9% 4.25% −0.61
MSFT Microsoft Corp. Reduce -7.1% 0.64% −0.28
VWO Vanguard Ftse Emerging Marke Reduce -3.1% 5.45% −0.25
SCHB Schwab US Broad Market ETF Reduce -1.9% 2.90% −0.24
MUB iShares National Muni Bond E Reduce -9.3% 1.04% −0.14
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -2.0% 2.57% −0.13
GBIL Goldman Sachs Access Treasur Reduce -30.9% 0.20% −0.09
SHYG iShares 0-5 YR HY Corp. Bond Reduce -31.3% 0.18% −0.09
VXF Vanguard Extended Market ETF Reduce -2.3% 1.50% −0.09
PWZ Invesco California Amt-Free Reduce -5.6% 0.91% −0.08
VEA Vanguard Ftse Developed ETF Reduce -1.7% 8.11% −0.08
SCHO Schwab Short-Term US Treas Reduce -26.9% 0.16% −0.06
SCHP Schwab U.S. Tips ETF Reduce -0.8% 2.00% −0.04
INTU Intuit Inc. Reduce -43.9% 0.02% −0.04
HRL Hormel Foods Corp. Reduce -91.1% 0.00% −0.03
VWOB Vanguard Emerg MKTS Gov BND Reduce -2.6% 0.38% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.9% 0.35% −0.03
QQQ Invesco QQQ Trust Series 1 Reduce -2.4% 0.23% −0.03
USHY iShares Broad Usd High Yield Reduce -15.5% 0.10% −0.02
MOH Molina Healthcare Inc. Reduce -93.1% 0.00% −0.02
COF Capital One Financial Corp. Reduce -11.7% 0.04% −0.02
ABT Abbott Laboratories Reduce -28.0% 0.03% −0.02
CI The Cigna Group Reduce -60.5% 0.01% −0.02
WFC Wells Fargo & Co. Reduce -3.6% 0.07% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -2.7% 0.10% −0.02
BAC Bank of America Corp. Reduce -0.9% 0.10% −0.02
DASH DoorDash Inc. Class A Reduce -8.6% 0.02% −0.02
SPGI S&P Global Inc. Reduce -15.1% 0.03% −0.02
FLTR Vaneck Ig Floating Rate ETF Reduce -3.9% 0.26% −0.02
ACN Accenture PLC Class A Reduce -15.9% 0.02% −0.02
GBTC Grayscale Bitcoin Trust ETF Reduce -3.8% 0.04% −0.01
AXP American Express Co. Reduce -0.2% 0.06% −0.01
QCOM Qualcomm Inc. Reduce -4.6% 0.03% −0.01
BSX Boston Scientific Corp. Reduce -21.5% 0.01% −0.01
ELV Elevance Health Inc. Reduce -23.2% 0.02% −0.01
ESGD iShares Trust iShares ESG Aw Reduce -3.1% 0.25% −0.01
KKR KKR & Co. Inc. Reduce -49.9% 0.01% −0.01
BND Vanguard Total Bond Market Reduce -1.1% 0.28% −0.01
DHR Danaher Corp. Reduce -17.6% 0.02% −0.01
RKT Rocket Cos Inc. Class A Reduce -1.9% 0.02% −0.01
UBER Uber Technologies Inc. Reduce -4.5% 0.05% −0.01
BBY Best Buy Co. Inc. Reduce -68.3% 0.00% −0.01
CNC Centene Corp. Reduce -11.2% 0.02% −0.01
CEG Constellation Energy Reduce -5.6% 0.03% −0.01
COIN Coinbase Global Inc. Class A Reduce -4.0% 0.02% −0.01
CVS CVS Health Corp. Reduce -14.5% 0.03% −0.01
SUSC iShares ESG Aware Usd Corpor Reduce -1.6% 0.18% −0.01
CCI Crown Castle Inc. Reduce -14.8% 0.03% −0.01
ALNY Alnylam Pharmaceuticals Inc. Reduce -36.5% 0.01% −0.01

Portfolio Buys Q4 2025 → Q1 2026

ITOT iShares Core S&P Total U.S. Add +23.8% 4.49% +0.63
DGRO iShares Core Dividend Growth Add +25.1% 2.68% +0.52
IEMG iShares Core MSCI Emerging Add +4.6% 6.23% +0.39
SCHF Schwab Intl Equity ETF Add +4.4% 6.32% +0.33
VCIT Vanguard Int-Term Corporate Add +22.7% 1.23% +0.20
VTIP Vanguard Short-Term Tips Add +33.6% 0.53% +0.13
CMF iShares California Muni Bond Add +21.3% 0.77% +0.12
SHV iShares 0-1 Year Treasury Bo Add +26.6% 0.50% +0.10
XLE SS Energy Select Sector Add +1.2% 0.33% +0.09
SJNK SS SPDR BB St Hi Yield ETF Add +46.5% 0.29% +0.09
VB Vanguard Most SM-Cap ETF-Usd Add +8.2% 0.98% +0.07
XOM Exxon Mobil Corp. Add +8.1% 0.19% +0.06
SHY iShares 1-3 Year Treasury Bo Add +35.8% 0.18% +0.05
MU Micron Technology Inc. Add +37.0% 0.12% +0.05
CVX Chevron Corp. Add +17.9% 0.11% +0.04
JNJ Johnson & Johnson Add +5.3% 0.19% +0.03
AMAT Applied Materials Inc. Add +16.1% 0.10% +0.03
COST Costco Wholesale Corp. Add +13.6% 0.14% +0.03
SNDK Sandisk Corp. Add +1100.2% 0.03% +0.03
LRCX Lam Research Corp. Add +23.0% 0.09% +0.03
WMT Walmart Inc. Add +8.6% 0.17% +0.03
CAT Caterpillar Inc. Add +6.3% 0.12% +0.03
GLDM SPDR Gold Minishares Trust Add +29.6% 0.09% +0.03
SGOV iShares 0-3 Month Treasury B Add +13.3% 0.22% +0.02
GEV GE Vernova Inc. Add +8.7% 0.08% +0.02
LIN Linde PLC Add +29.3% 0.07% +0.02
COP Conocophillips Add +14.4% 0.06% +0.02
MRK Merck & Co. Inc. Add +21.0% 0.08% +0.02
VXUS Vanguard Total Intl Stock Add +24.8% 0.10% +0.02
INTC Intel Corp. Add +33.1% 0.06% +0.02
FLRN SS SPDR BB Ig Float RT ETF Add +7.8% 0.36% +0.02
HYLB Xtrackers Usd High Yield Cor Add +24.3% 0.12% +0.02
T AT&T Inc. Add +8.7% 0.10% +0.02
GLTR Abrdn Precious Metals Basket Add +21.9% 0.09% +0.02
STX Seagate Technology Holdings Add +17.8% 0.04% +0.02
VZ Verizon Communications Inc. Add +7.8% 0.07% +0.02
CIEN Ciena Corp. Add +730.7% 0.02% +0.02
NUDM Nuveen ESG Intl Devel MRK Eq Add +16.6% 0.13% +0.02
BE Bloom Energy Corp. Class A Add +1811.4% 0.02% +0.02
VCEB Vanguard ESG US Corp. Bond Add +135.7% 0.03% +0.02
QQQM Invesco Nasdaq 100 ETF Add +22.4% 0.14% +0.02
KLAC KLA Corp. Add +11.4% 0.06% +0.02
ESGV Vanguard ESG US Stock ETF Add +13.6% 0.44% +0.02
VLO Valero Energy Corp. Add +0.5% 0.04% +0.01
ADI Analog Devices Inc. Add +28.0% 0.05% +0.01
WDC Western Digital Corp. Add +37.5% 0.03% +0.01
GLW Corning Inc. Add +36.3% 0.03% +0.01
DOW Dow Inc. Add +28.7% 0.03% +0.01
BMY Bristol-Myers Squibb Co. Add +20.4% 0.06% +0.01
VRT Vertiv Holdings Co. Class A Add +10.7% 0.03% +0.01

Notes & Other Activity Q4 2025 → Q1 2026

XRXDW Xerox Holdings Corp. *W EXP 02/11/202 Add +13.9% 12,620 $1K

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

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,118$52.0BVTI, VEA, IEMG, SCHF, VWO
Q1 2026 1,075$45.6BVTI, VEA, SCHF, IEMG, VWO
Q4 2025 1,052$44.7BVTI, VEA, SCHF, IEMG, VWO
Q3 2025 1,007$42.6BVTI, VEA, VWO, SCHF, IEMG
Q2 2025 963$38.8BVTI, VEA, SCHF, IEMG, VWO
Q1 2025 934$37.3BVTI, DGRO, VEA, IEMG, SCHF
Q4 2024Amended 912$34.2BVTI, VEA, IEMG, SCHF, VWO
Q3 2024 909$32.5BVTI, VEA, IEMG, SCHF, VWO
Q2 2024 871$29.7BVTI, VEA, IEMG, SCHF, VWO
Q1 2024 866$28.6BVTI, VEA, IEMG, SCHF, VWO