# MCDONALD PARTNERS LLC: Form 13F holdings

An institutional investment manager in CLEVELAND, OH. SEC CIK 1331074.

- Quarter ended: 2026-06-30
- Filed: 2026-07-28
- Reported value: $411.7m
- Positions: 621 (621 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1331074/000133107426000004/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| EATON CORP PLC | SHS | $16.1m | 3.9% | 37,797 |  | Added +149 |
| [LUMENTUM HLDGS INC (LITE)](/companies/lite.md) | COM | $13.8m | 3.4% | 16,120 |  | Reduced −545 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $13.4m | 3.3% | 46,343 |  | Reduced −14,135 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $12.0m | 2.9% | 17,489 |  | Added +197 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $11.5m | 2.8% | 30,962 |  | Reduced −5,632 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $9.4m | 2.3% | 28,608 |  | Reduced −13,009 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $8.6m | 2.1% | 17,185 |  | Reduced −656 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $8.2m | 2.0% | 32,121 |  | Added +3,002 |
| [RTX CORPORATION (RTX)](/companies/rtx.md) | COM | $6.5m | 1.6% | 34,018 |  | Reduced −2,972 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $6.2m | 1.5% | 16,339 |  | Reduced −410 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $6.1m | 1.5% | 8,173 |  | Added +392 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $6.0m | 1.5% | 30,234 |  | Added +3,487 |
| ISHARES TR | CORE S&P US GWT | $6.0m | 1.5% | 32,000 |  | Unchanged |
| [AMGEN INC (AMGN)](/companies/amgn.md) | COM | $5.8m | 1.4% | 15,929 |  | Reduced −93 |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $5.2m | 1.3% | 20,808 |  | Reduced −19,585 |
| JANUS DETROIT STR TR | HENDERSN SML ETF | $4.9m | 1.2% | 47,967 |  | Added +20,336 |
| PENTAIR PLC | SHS | $4.7m | 1.1% | 61,213 |  | Added +4,000 |
| [MUELLER WTR PRODS INC (MWA)](/companies/mwa.md) | COM SER A | $4.5m | 1.1% | 174,205 |  | Reduced −4,190 |
| PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | $4.4m | 1.1% | 59,997 |  | Added +32,088 |
| BLACKROCK ETF TRUST | ISHA LA VALU ETF | $4.4m | 1.1% | 106,565 |  | Added +53,717 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $4.4m | 1.1% | 52,877 |  | Added +28,050 |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $4.2m | 1.0% | 9,600 |  | Unchanged |
| [CISCO SYS INC (CSCO)](/companies/csco.md) | COM | $4.1m | 1.0% | 35,319 |  | Reduced −6,912 |
| [MARRIOTT INTL INC NEW (MAR)](/companies/mar.md) | CL A | $4.1m | 1.0% | 11,178 |  | Reduced −160 |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $4.0m | 1.0% | 24,395 |  | Added +3,357 |
| [ORACLE CORP (ORCL)](/companies/orcl.md) | COM | $4.0m | 1.0% | 27,487 |  | Reduced −280 |
| CRH PLC | ORD | $3.9m | 0.9% | 36,005 |  | Added +7,795 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $3.7m | 0.9% | 15,592 |  | Reduced −14,580 |
| [GOLDMAN SACHS GROUP INC (GS)](/companies/gs.md) | COM | $3.6m | 0.9% | 3,569 |  | Reduced −229 |
| [CITIGROUP INC (C)](/companies/c.md) | COM NEW | $3.5m | 0.9% | 25,305 |  | Reduced −40,175 |
| [TEXAS INSTRS INC (TXN)](/companies/txn.md) | COM | $3.4m | 0.8% | 11,470 |  | Reduced −85 |
| [INTERNATIONAL BUSINESS MACHS (IBM)](/companies/ibm.md) | COM | $3.4m | 0.8% | 12,077 |  | Reduced −15,747 |
| [THERMO FISHER SCIENTIFIC INC (TMO)](/companies/tmo.md) | COM | $3.3m | 0.8% | 6,634 |  | Reduced −5,725 |
| [L3HARRIS TECHNOLOGIES INC (LHX)](/companies/lhx.md) | COM | $3.3m | 0.8% | 11,263 |  | Reduced −1,114 |
| J P MORGAN EXCHANGE TRADED F | HEDG EQU LAD ETF | $3.1m | 0.8% | 45,741 |  | Added +14,551 |
| [PHILLIPS 66 (PSX)](/companies/psx.md) | COM | $3.1m | 0.7% | 18,065 |  | Reduced −27,025 |
| INVESCO QQQ TR | UNIT SER 1 | $2.9m | 0.7% | 3,991 |  | Reduced −60 |
| [SMUCKER J M CO (SJM)](/companies/sjm.md) | COM NEW | $2.9m | 0.7% | 26,076 |  | Reduced −8,675 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.9m | 0.7% | 41,013 |  | Added +510 |
| [GILEAD SCIENCES INC (GILD)](/companies/gild.md) | COM | $2.9m | 0.7% | 23,016 |  | Reduced −4,284 |
| [CUMMINS INC (CMI)](/companies/cmi.md) | COM | $2.8m | 0.7% | 3,924 |  | Added +297 |
| ISHARES TR | CORE US AGGBD ET | $2.8m | 0.7% | 27,872 |  | Reduced −2,269 |
| [PROGRESSIVE CORP (PGR)](/companies/pgr.md) | COM | $2.7m | 0.7% | 12,327 |  | Reduced −3,594 |
| [RPM INTL INC (RPM)](/companies/rpm.md) | COM | $2.7m | 0.7% | 24,150 |  | Added +1,060 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $2.6m | 0.6% | 49,400 |  | Added +20,512 |
| SPDR SERIES TRUST | ST STR P500GRW | $2.6m | 0.6% | 21,891 |  | Reduced −25 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $2.6m | 0.6% | 45,855 |  | Added +1,305 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $2.6m | 0.6% | 7,275 |  | Reduced −12,984 |
| [ROKU INC (ROKU)](/companies/roku.md) | COM CL A | $2.5m | 0.6% | 18,025 |  | Reduced −225 |
| [FERGUSON ENTERPRISES INC (FERG)](/companies/ferg.md) | COMMON STOCK NEW | $2.5m | 0.6% | 10,430 |  | Added +2,735 |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | $2.5m | 0.6% | 50,377 |  | Added +24,154 |
| [HONEYWELL INTL INC (HON)](/companies/hon.md) | COM | $2.5m | 0.6% | 10,956 |  | New +10,956 |
| [PFIZER INC (PFE)](/companies/pfe.md) | COM | $2.4m | 0.6% | 101,152 |  | Reduced −1,400 |
| [HONEYWELL AEROSPACE INC (HONA)](/companies/hona.md) | COM | $2.4m | 0.6% | 10,923 |  | New +10,923 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $2.4m | 0.6% | 39,131 |  | Added +7,525 |
| [KEYCORP (KEY)](/companies/key.md) | COM | $2.1m | 0.5% | 92,990 |  | Added +30,460 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $2.1m | 0.5% | 5,965 |  | Reduced −19,798 |
| [PNC FINL SVCS GROUP INC (PNC)](/companies/pnc.md) | COM | $2.1m | 0.5% | 8,521 |  | Added +1,090 |
| [CORNING INC (GLW)](/companies/glw.md) | COM | $2.1m | 0.5% | 8,209 |  | Reduced −300 |
| [NORDSON CORP (NDSN)](/companies/ndsn.md) | COM | $2.1m | 0.5% | 6,925 |  | Reduced −165 |
| [TRACTOR SUPPLY CO (TSCO)](/companies/tsco.md) | COM | $2.0m | 0.5% | 64,050 |  | Reduced −400 |
| [CF BANKSHARES INC (CFBK)](/companies/cfbk.md) | COM | $1.9m | 0.5% | 58,702 |  | Reduced −725 |
| J P MORGAN EXCHANGE TRADED F | U S TEC LEA ETF | $1.9m | 0.5% | 17,242 |  | Added +8,679 |
| CALAMOS ETF TR | AUTOC INCOM ETF | $1.9m | 0.5% | 70,000 |  | Added +13,298 |
| [SYSCO CORP (SYY)](/companies/syy.md) | COM | $1.9m | 0.5% | 22,762 |  | New +22,762 |
| EXXON MOBIL CORP | COM | $1.9m | 0.4% | 13,532 |  | Reduced −32,599 |
| [HUNTINGTON BANCSHARES INC (HBAN)](/companies/hban.md) | COM | $1.8m | 0.4% | 103,684 |  | Reduced −1,630 |
| [MERCK & CO INC (MRK)](/companies/mrk.md) | COM | $1.8m | 0.4% | 13,987 |  | Reduced −290 |
| [QUALCOMM INC (QCOM)](/companies/qcom.md) | COM | $1.8m | 0.4% | 9,712 |  | Added +70 |
| [VERTIV HOLDINGS CO (VRT)](/companies/vrt.md) | COM CL A | $1.8m | 0.4% | 5,268 |  | Unchanged |
| SIREN ETF TR | DIVCN LDRS ETF | $1.8m | 0.4% | 19,157 |  | Reduced −212 |
| [FREEPORT MCMORAN INC (FCX)](/companies/fcx.md) | CL B | $1.7m | 0.4% | 27,681 |  | Reduced −11,550 |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $1.7m | 0.4% | 4,813 |  | Reduced −3,618 |
| [US BANCORP (USB)](/companies/usb.md) | COM NEW | $1.7m | 0.4% | 27,386 |  | Reduced −3,060 |
| [BRISTOL-MYERS SQUIBB CO (BMY)](/companies/bmy.md) | COM | $1.6m | 0.4% | 28,302 |  | Reduced −81,087 |
| ISHARES TR | 1 3 YR TREAS BD | $1.6m | 0.4% | 19,747 |  | Added +903 |
| [ADOBE INC (ADBE)](/companies/adbe.md) | COM | $1.6m | 0.4% | 7,824 |  | Reduced −50 |
| AMBARELLA INC | SHS | $1.5m | 0.4% | 17,946 |  | Reduced −125 |
| [UNITED PARCEL SVCS INC (UPS)](/companies/ups.md) | CL B | $1.5m | 0.4% | 14,207 |  | Reduced −119 |
| JOHNSON CONTROLS INTERNATION | SHS | $1.4m | 0.4% | 9,894 |  | Reduced −3,300 |
| [MARATHON PETE CORP (MPC)](/companies/mpc.md) | COM | $1.4m | 0.3% | 5,482 |  | Reduced −35 |
| ISHARES TR | MSCI USA MIN ETF | $1.4m | 0.3% | 14,500 |  | Unchanged |
| COLUMBIA ETF TR I | US EQUI INCO ETF | $1.4m | 0.3% | 26,788 |  | Added +3,406 |
| SILA REALTY TRUST INC | COMMON STOCK | $1.4m | 0.3% | 44,802 |  | Unchanged |
| [HYSTER-YALE INC (HY)](/companies/hy.md) | CL A | $1.3m | 0.3% | 38,406 |  | Reduced −6,250 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.3m | 0.3% | 22,551 |  | Added +717 |
| [WD 40 CO (WDFC)](/companies/wdfc.md) | COM | $1.3m | 0.3% | 5,521 |  | Reduced −146 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $1.3m | 0.3% | 1,087 |  | Reduced −38 |
| [GENERAC HLDGS INC (GNRC)](/companies/gnrc.md) | COM | $1.3m | 0.3% | 4,275 |  | Unchanged |
| [WELLTOWER INC (WELL)](/companies/well.md) | COM | $1.2m | 0.3% | 5,506 |  | New +5,506 |
| [MADISON SQUARE GRDN SPRT COR (MSGS)](/companies/msgs.md) | CL A | $1.2m | 0.3% | 3,000 |  | Reduced −74 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $1.2m | 0.3% | 1,987 |  | Added +257 |
| [PHILIP MORRIS INTL INC (PM)](/companies/pm.md) | COM | $1.1m | 0.3% | 6,316 |  | Reduced −39 |
| [NEXTERA ENERGY INC (NEE)](/companies/nee.md) | COM | $1.1m | 0.3% | 12,980 |  | Reduced −505 |
| [MOTOROLA SOLUTIONS INC (MSI)](/companies/msi.md) | COM NEW | $1.1m | 0.3% | 2,740 |  | Unchanged |
| [XYLEM INC (XYL)](/companies/xyl.md) | COM | $1.1m | 0.3% | 9,548 |  | Reduced −80 |
| [PARKE BANCORP INC (PKBK)](/companies/pkbk.md) | COM | $1.1m | 0.3% | 33,448 |  | Unchanged |
| [IRIDIUM COMMUNICATIONS INC (IRDM)](/companies/irdm.md) | COM | $1.1m | 0.3% | 19,375 |  | Reduced −150 |
| [PEPSICO INC (PEP)](/companies/pep.md) | COM | $1.0m | 0.2% | 7,582 |  | Reduced −145 |
| [SUNOCO LP/SUNOCO FIN CORP (SUN)](/companies/sun.md) | COM UT REP LP | $1.0m | 0.2% | 15,100 |  | Unchanged |
| [ILLUMINA INC (ILMN)](/companies/ilmn.md) | COM | $1.0m | 0.2% | 5,751 |  | Reduced −50 |
| SPDR INDEX SHS FDS | ST STR MSCI WLD | $1.0m | 0.2% | 6,635 |  | Unchanged |
| [CVS HEALTH CORP (CVS)](/companies/cvs.md) | COM | $978.3k | 0.2% | 9,457 |  | New +9,457 |
| [U HAUL HOLDING COMPANY (UHAL)](/companies/uhal.md) | COM | $934.2k | 0.2% | 14,275 |  | Reduced −150 |
| VANGUARD INDEX FDS | MID CAP ETF | $909.9k | 0.2% | 11,293 |  | Added +8,510 |
| VANGUARD INDEX FDS | SM CP VAL ETF | $897.8k | 0.2% | 3,695 |  | Added +89 |
| ACCENTURE PLC IRELAND | SHS CLASS A | $893.6k | 0.2% | 7,181 |  | Reduced −116 |
| [LINCOLN ELEC HLDGS INC (LECO)](/companies/leco.md) | COM | $891.1k | 0.2% | 3,356 |  | Reduced −25 |
| [CONOCOPHILLIPS (COP)](/companies/cop.md) | COM | $890.2k | 0.2% | 8,563 |  | Reduced −35,140 |
| [NETFLIX INC. (NFLX)](/companies/nflx.md) | COM | $886.4k | 0.2% | 12,415 |  | Added +1,090 |
| [WASTE MGMT INC DEL (WM)](/companies/wm.md) | COM | $872.5k | 0.2% | 3,915 |  | Reduced −24 |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $871.2k | 0.2% | 1,205 |  | Reduced −200 |
| FIRST TR EXCH TRADED FD III | ULTRA SHT DUR MU | $852.3k | 0.2% | 42,500 |  | Unchanged |
| [ARES CAPITAL CORP (ARCC)](/companies/arcc.md) | COM | $833.9k | 0.2% | 45,000 |  | Added +15,000 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $813.2k | 0.2% | 678 |  | Unchanged |
| FIRST TR EXCHANGE-TRADED FD | VEST LADDERED | $790.0k | 0.2% | 38,000 |  | New +38,000 |
| [APOLLO GLOBAL MGMT INC (APO)](/companies/apo.md) | COM | $777.7k | 0.2% | 6,573 |  | Reduced −300 |
| [AT&T INC (T)](/companies/t.md) | COM | $757.4k | 0.2% | 36,589 |  | Reduced −21,186 |
| [HERCULES CAPITAL INC (HTGC)](/companies/htgc.md) | COM | $757.0k | 0.2% | 48,000 |  | Unchanged |
| [DELL TECHNOLOGIES INC (DELL)](/companies/dell.md) | CL C | $750.3k | 0.2% | 1,739 |  | Unchanged |
| CNH INDL N V | SHS | $748.8k | 0.2% | 66,675 |  | Added +53,300 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $744.6k | 0.2% | 14,600 |  | Unchanged |
| [JACOBS SOLUTIONS INC (J)](/companies/j.md) | COM | $739.0k | 0.2% | 5,865 |  | Reduced −50 |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COM | $718.8k | 0.2% | 675 |  | Added +25 |
| [VERIZON COMMUNICATIONS INC (VZ)](/companies/vz.md) | COM | $716.3k | 0.2% | 16,917 |  | Reduced −5,500 |
| SPDR SERIES TRUST | ST STR P500VAL | $712.3k | 0.2% | 11,718 |  | Unchanged |
| STERIS PLC | SHS USD | $710.5k | 0.2% | 3,374 |  | New +3,374 |
| [OCCIDENTAL PETE CORP (OXY)](/companies/oxy.md) | COM | $709.4k | 0.2% | 14,605 |  | Reduced −15,620 |
| [VIRTUS DIVERSIFIED INCM & CO (ACV)](/companies/acv.md) | COM | $700.0k | 0.2% | 24,700 |  | Unchanged |
| [PALANTIR TECHNOLOGIES INC (PLTR)](/companies/pltr.md) | CL A | $699.4k | 0.2% | 5,995 |  | Added +250 |
| [GE AEROSPACE (GE)](/companies/ge.md) | COM NEW | $698.7k | 0.2% | 1,870 |  | Reduced −12,569 |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $669.0k | 0.2% | 4,562 |  | Added +590 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $643.4k | 0.2% | 1,548 |  | Reduced −931 |
| ISHARES TR | U.S. TECH ETF | $633.7k | 0.2% | 2,512 |  | Added +693 |
| ETFIS SER TR I | VIRTUS INFRCAP | $617.1k | 0.1% | 30,000 |  | Added +10,000 |
| ISHARES TR | CORE S&P500 ETF | $608.8k | 0.1% | 813 |  | Reduced −36 |
| [PIMCO DYNAMIC INCOME OPRNTS (PDO)](/companies/pdo.md) | COM BEN SHS | $608.1k | 0.1% | 46,000 |  | Unchanged |
| ISHARES TR | IBOXX INV CP ETF | $600.4k | 0.1% | 5,505 |  | Added +2,427 |
| [GARTNER INC (IT)](/companies/it.md) | COM | $595.0k | 0.1% | 4,590 |  | Reduced −50 |
| [AFLAC INC (AFL)](/companies/afl.md) | COM | $586.1k | 0.1% | 4,999 |  | Unchanged |
| [BANK OF AMER CORP (BAC)](/companies/bac.md) | COM | $584.9k | 0.1% | 10,264 |  | Reduced −75,000 |
| [NORFOLK SOUTHN CORP (NSC)](/companies/nsc.md) | COM | $574.1k | 0.1% | 1,825 |  | Reduced −75 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $559.5k | 0.1% | 11,081 |  | Added +2,135 |
| VANGUARD INDEX FDS | SML CP GRW ETF | $555.9k | 0.1% | 1,520 |  | Added +25 |
| [FARMERS NATIONAL BANC CORP (FMNB)](/companies/fmnb.md) | COM | $535.2k | 0.1% | 36,660 |  | Added +15,600 |
| [BLACKSTONE INC (BX)](/companies/bx.md) | COM | $525.3k | 0.1% | 4,464 |  | Reduced −200 |
| [PACKAGING CORP AMER (PKG)](/companies/pkg.md) | COM | $517.1k | 0.1% | 2,170 |  | Reduced −45 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | $513.7k | 0.1% | 10,000 |  | Unchanged |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $500.6k | 0.1% | 3,585 |  | New +3,585 |
| SCHWAB STRATEGIC TR | US TIPS ETF | $494.9k | 0.1% | 18,676 |  | Added +872 |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | $493.2k | 0.1% | 13,500 |  | Unchanged |
| [DEERE & CO (DE)](/companies/de.md) | COM | $487.8k | 0.1% | 769 |  | Added +18 |
| [ABBOTT LABORATORIES (ABT)](/companies/abt.md) | COM | $477.7k | 0.1% | 5,264 |  | Reduced −50 |
| [TJX COS INC NEW (TJX)](/companies/tjx.md) | COM | $477.4k | 0.1% | 3,151 |  | Reduced −463 |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $466.8k | 0.1% | 499 |  | Added +136 |
| ALPS ETF TR | ALERIAN MLP | $466.6k | 0.1% | 9,000 |  | Unchanged |
| GLOBAL X FDS | NASDAQ 100 COVER | $451.5k | 0.1% | 24,500 |  | Unchanged |
| ISHARES TR | RUS 1000 VAL ETF | $448.5k | 0.1% | 1,850 |  | Unchanged |
| [GODADDY INC (GDDY)](/companies/gddy.md) | CL A | $447.7k | 0.1% | 5,275 |  | Unchanged |
| [STARBUCKS CORP (SBUX)](/companies/sbux.md) | COM | $442.3k | 0.1% | 4,328 |  | Added +479 |
| [COCA COLA CO (KO)](/companies/ko.md) | COM | $440.3k | 0.1% | 5,418 |  | Added +103 |
| [ADAMS DIVERSIFIED EQUITY FD (ADX)](/companies/adx.md) | COM | $436.4k | 0.1% | 17,079 |  | Unchanged |
| [AMERICAN ELEC PWR CO INC (AEP)](/companies/aep.md) | COM | $434.0k | 0.1% | 3,172 |  | Reduced −175 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $427.5k | 0.1% | 2,244 |  | Added +296 |
| VANGUARD INDEX FDS | SMALL CP ETF | $423.3k | 0.1% | 1,397 |  | Added +27 |
| [DISNEY WALT CO (DIS)](/companies/dis.md) | COM | $421.9k | 0.1% | 4,383 |  | Reduced −66 |
| [MCKESSON CORP (MCK)](/companies/mck.md) | COM | $421.5k | 0.1% | 558 |  | Added +1 |
| [HARLEY DAVIDSON INC (HOG)](/companies/hog.md) | COM | $417.0k | 0.1% | 17,050 |  | Unchanged |
| SPDR SERIES TRUST | ST PORT HIGH ETF | $408.5k | <0.1% | 17,426 |  | Added +2,523 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $406.0k | <0.1% | 619 |  | Reduced −118 |
| [BARRICK MNG CORP (B)](/companies/b.md) | COM SHS | $400.4k | <0.1% | 10,900 |  | New +10,900 |
| [PARKER-HANNIFIN CORP (PH)](/companies/ph.md) | COM | $391.2k | <0.1% | 400 |  | Reduced −10 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LAD | $391.0k | <0.1% | 14,000 |  | Unchanged |
| ISHARES TR | CORE INTL AGGR | $384.2k | <0.1% | 7,592 |  | Added +1,087 |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $382.8k | <0.1% | 5,000 |  | Unchanged |
| [QNITY ELECTRONICS INC (Q)](/companies/q.md) | COMMON STOCK | $378.4k | <0.1% | 2,317 |  | Reduced −14,399 |
| [ZOETIS INC (ZTS)](/companies/zts.md) | CL A | $372.5k | <0.1% | 5,184 |  | Unchanged |
| [WW GRAINGER INC (GWW)](/companies/gww.md) | COM | $370.0k | <0.1% | 272 |  | Unchanged |
| ISHARES TR | FALN ANGLS USD | $361.3k | <0.1% | 13,265 |  | Unchanged |
| [CARRIER GLOBAL CORPORATION (CARR)](/companies/carr.md) | COM | $349.4k | <0.1% | 4,764 |  | Reduced −50 |
| VANGUARD INDEX FDS | GROWTH ETF | $344.2k | <0.1% | 3,996 |  | Added +3,330 |
| VANGUARD INDEX FDS | VALUE ETF | $342.8k | <0.1% | 1,573 |  | Unchanged |
| [DARDEN RESTAURANTS INC (DRI)](/companies/dri.md) | COM | $339.9k | <0.1% | 1,650 |  | Reduced −75 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $337.8k | <0.1% | 350 |  | New +350 |
| [BLUE OWL CAPITAL CORPORATION (OBDC)](/companies/obdc.md) | COM | $326.1k | <0.1% | 30,000 |  | Unchanged |
| ISHARES TR | RUS MD CP GR ETF | $322.1k | <0.1% | 2,200 |  | Unchanged |
| CALAMOS ETF TR | CALAMOS BIT 80 S | $317.9k | <0.1% | 18,412 |  | Unchanged |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $316.6k | <0.1% | 2,795 |  | Added +45 |
| [FIFTH THIRD BANCORP (FITB)](/companies/fitb.md) | COM | $314.3k | <0.1% | 5,575 |  | Unchanged |
| [EMERSON ELEC CO (EMR)](/companies/emr.md) | COM | $309.6k | <0.1% | 2,163 |  | Reduced −50 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $309.6k | <0.1% | 736 |  | New +736 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $309.0k | <0.1% | 835 |  | Added +59 |
| [BECTON DICKINSON & CO (BDX)](/companies/bdx.md) | COM | $298.9k | <0.1% | 1,975 |  | Reduced −19 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $297.4k | <0.1% | 528 |  | New +528 |
| [SONOS INC (SONO)](/companies/sono.md) | COM | $293.6k | <0.1% | 21,700 |  | Reduced −1,600 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $285.8k | <0.1% | 8,445 |  | Added +40 |
| INVESCO EXCH TRADED FD TR II | NY AMT FRE MUN | $280.6k | <0.1% | 12,342 |  | Unchanged |
| [MCDONALDS CORP (MCD)](/companies/mcd.md) | COM | $269.8k | <0.1% | 998 |  | Reduced −130 |
| [LOWES COS INC (LOW)](/companies/low.md) | COM | $263.5k | <0.1% | 1,195 |  | Reduced −39 |
| [VISA INC (V)](/companies/v.md) | COM CL A | $261.4k | <0.1% | 762 |  | Reduced −211 |
| INVESTMENT MANAGERS SER TR I | FPA GBL EQTY ETF | $260.9k | <0.1% | 6,500 |  | Unchanged |
| [T-MOBILE US INC (TMUS)](/companies/tmus.md) | COM | $260.8k | <0.1% | 1,555 |  | Added +150 |
| [ISHARES GOLD TR (IAU)](/companies/iau.md) | ISHARES NEW | $260.5k | <0.1% | 3,450 |  | New +3,450 |
| ISHARES TR | MSCI EAFE ETF | $260.2k | <0.1% | 2,505 |  | Unchanged |
| [VALERO ENERGY CORP (VLO)](/companies/vlo.md) | COM | $260.2k | <0.1% | 999 |  | Unchanged |
| EATON VANCE TAX-MANAGED GLOB | COM | $259.6k | <0.1% | 26,462 |  | Unchanged |
| J P MORGAN EXCHANGE TRADED F | ACTIVE CHINA ETF | $253.8k | <0.1% | 4,827 |  | New +4,827 |
| ISHARES TR | CORE S&P SCP ETF | $253.3k | <0.1% | 1,708 |  | Unchanged |
| ISHARES TR | PFD AND INCM SEC | $241.9k | <0.1% | 7,935 |  | Unchanged |
| [GE VERNOVA INC (GEV)](/companies/gev.md) | COM | $235.0k | <0.1% | 200 |  | New +200 |
| [CARECLOUD INC (CCLD)](/companies/ccld.md) | COM | $232.4k | <0.1% | 109,622 |  | Added +8,384 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INTL ETF | $230.8k | <0.1% | 9,860 |  | Added +860 |
| [DUPONT DE NEMOURS INC (DD)](/companies/dd.md) | COMMON STOCK | $225.7k | <0.1% | 1,664 |  | New +1,664 |
| ISHARES TR | RUSSELL 2000 ETF | $221.7k | <0.1% | 738 |  | New +738 |
| [STATE STR CORP (STT)](/companies/stt.md) | COM | $220.5k | <0.1% | 1,300 |  | New +1,300 |
| CHUBB LIMITED | COM | $215.7k | <0.1% | 633 |  | Reduced −62 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $205.6k | <0.1% | 869 |  | New +869 |
| AON PLC | SHS CL A | $201.7k | <0.1% | 608 |  | New +608 |
| [SPDR GOLD TR (GLD)](/companies/gld.md) | GOLD SHS | $197.5k | <0.1% | 536 |  | New +536 |
| ISHARES TR | S&P MC 400GR ETF | $196.9k | <0.1% | 1,676 |  | New +1,676 |
| [LABCORP HOLDINGS INC (LH)](/companies/lh.md) | COM SHS | $196.0k | <0.1% | 700 |  | New +700 |
| [CROWDSTRIKE HLDGS INC (CRWD)](/companies/crwd.md) | CL A | $193.8k | <0.1% | 254 |  | New +254 |
| [IDEXX LABS INC (IDXX)](/companies/idxx.md) | COM | $185.3k | <0.1% | 352 |  | New +352 |
| [SOLSTICE ADVANCED MATLS INC (SOLS)](/companies/sols.md) | COM SHS | $177.1k | <0.1% | 1,999 |  | New +1,999 |
| [AMERICAN TOWER CORP (AMT)](/companies/amt.md) | COM | $170.1k | <0.1% | 1,040 |  | New +1,040 |
| [DELTA AIR LINES INC (DAL)](/companies/dal.md) | COM NEW | $169.6k | <0.1% | 1,811 |  | New +1,811 |
| [AUTOMATIC DATA PROCESSING IN (ADP)](/companies/adp.md) | COM | $168.4k | <0.1% | 752 |  | New +752 |
| [OTIS WORLDWIDE CORP (OTIS)](/companies/otis.md) | COM | $167.8k | <0.1% | 2,344 |  | New +2,344 |
| [MORGAN STANLEY (MS)](/companies/ms.md) | COM NEW | $163.1k | <0.1% | 780 |  | New +780 |
| [DOLBY LABORATORIES INC (DLB)](/companies/dlb.md) | COM CL A | $158.6k | <0.1% | 3,017 |  | New +3,017 |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | $155.4k | <0.1% | 3,529 |  | New +3,529 |
| [FORD MTR CO (F)](/companies/f.md) | COM | $154.6k | <0.1% | 11,125 |  | New +11,125 |
| [STRYKER CORPORATION (SYK)](/companies/syk.md) | COM | $153.0k | <0.1% | 486 |  | New +486 |
| [MPLX LP (MPLX)](/companies/mplx.md) | COM UNIT REP LTD | $152.1k | <0.1% | 2,700 |  | New +2,700 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $151.6k | <0.1% | 2,350 |  | New +2,350 |
| [OREILLY AUTOMOTIVE INC (ORLY)](/companies/orly.md) | COM | $150.6k | <0.1% | 1,635 |  | New +1,635 |
| [SHOPIFY INC (SHOP)](/companies/shop.md) | CL A SUB VTG SHS | $149.1k | <0.1% | 1,306 |  | New +1,306 |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | COM | $148.5k | <0.1% | 740 |  | New +740 |
| [OLD NATL BANCORP IND (ONB)](/companies/onb.md) | COM | $142.4k | <0.1% | 5,500 |  | New +5,500 |
| [TRAVELERS COMPANIES INC (TRV)](/companies/trv.md) | COM | $140.3k | <0.1% | 425 |  | New +425 |
| ISHARES TR | S&P 500 GRWT ETF | $139.7k | <0.1% | 1,016 |  | New +1,016 |
| ISHARES TR | CORE MSCI EAFE | $138.5k | <0.1% | 1,434 |  | New +1,434 |
| [CSX CORP (CSX)](/companies/csx.md) | COM | $138.4k | <0.1% | 2,913 |  | New +2,913 |
| ISHARES TR | S&P MC 400VL ETF | $137.7k | <0.1% | 932 |  | New +932 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $136.4k | <0.1% | 4,300 |  | New +4,300 |
| [CHURCH & DWIGHT CO INC (CHD)](/companies/chd.md) | COM | $134.7k | <0.1% | 1,390 |  | New +1,390 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $131.7k | <0.1% | 4,475 |  | New +4,475 |
| [SHELL PLC (SHEL)](/companies/shel.md) | SPON ADS | $131.4k | <0.1% | 1,695 |  | Reduced −774 |
| LINDE PLC | SHS | $131.3k | <0.1% | 253 |  | New +253 |
| [BOEING CO (BA)](/companies/ba.md) | COM | $131.0k | <0.1% | 605 |  | New +605 |
| [MARVELL TECHNOLOGY INC (MRVL)](/companies/mrvl.md) | COM | $128.1k | <0.1% | 430 |  | New +430 |
| ISHARES TR | CORE DIV GRWTH | $125.0k | <0.1% | 1,649 |  | New +1,649 |
| [CINCINNATI FINL CORP (CINF)](/companies/cinf.md) | COM | $123.5k | <0.1% | 667 |  | New +667 |
| ASML HLDG NV | N Y REGISTRY SHS | $123.3k | <0.1% | 62 |  | New +62 |
| [GRAYSCALE BITCOIN TRUST ETF (GBTC)](/companies/gbtc.md) | SHS REP COM UT | $123.2k | <0.1% | 2,707 |  | New +2,707 |
| ISHARES TR | GL CLEAN ENE ETF | $122.1k | <0.1% | 5,960 |  | New +5,960 |
| [ALBEMARLE CORP (ALB)](/companies/alb.md) | COM | $119.4k | <0.1% | 884 |  | New +884 |
| [TARGET CORP (TGT)](/companies/tgt.md) | COM | $119.0k | <0.1% | 911 |  | New +911 |
| [BLACKROCK INC (BLK)](/companies/blk.md) | COM | $117.3k | <0.1% | 122 |  | New +122 |
| [TORO CO (TTC)](/companies/ttc.md) | COM | $116.9k | <0.1% | 1,200 |  | New +1,200 |
| ISHARES TR | NATIONAL MUN ETF | $115.9k | <0.1% | 1,077 |  | New +1,077 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $115.4k | <0.1% | 730 |  | New +730 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $113.6k | <0.1% | 1,547 |  | New +1,547 |
| [POST HLDGS INC (POST)](/companies/post.md) | COM | $105.9k | <0.1% | 1,200 |  | New +1,200 |
| [VERTEX PHARMACEUTICALS INC (VRTX)](/companies/vrtx.md) | COM | $104.8k | <0.1% | 211 |  | New +211 |
| [ENBRIDGE INC (ENB)](/companies/enb.md) | COM | $100.8k | <0.1% | 1,860 |  | New +1,860 |
| ISHARES TR | S&P 500 VAL ETF | $99.2k | <0.1% | 437 |  | New +437 |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM NEW | $97.8k | <0.1% | 246 |  | New +246 |
| [DOMINOS PIZZA INC (DPZ)](/companies/dpz.md) | COM | $97.8k | <0.1% | 330 |  | New +330 |
| [HEICO CORP NEW (HEI)](/companies/hei.md) | CL A | $96.5k | <0.1% | 374 |  | New +374 |
| [MCCORMICK & CO INC (MKC)](/companies/mkc.md) | COM NON VTG | $95.8k | <0.1% | 1,900 |  | New +1,900 |
| SPDR SERIES TRUST | ST STR SP500DIV | $95.4k | <0.1% | 2,000 |  | New +2,000 |
| [GREIF INC (GEF)](/companies/gef.md) | CL B | $93.5k | <0.1% | 1,000 |  | New +1,000 |
| [POOL CORP (POOL)](/companies/pool.md) | COM | $92.2k | <0.1% | 429 |  | New +429 |
| [VODAFONE GROUP PLC (VOD)](/companies/vod.md) | SPONSORED ADR | $92.2k | <0.1% | 6,971 |  | New +6,971 |
| [PALO ALTO NETWORKS INC (PANW)](/companies/panw.md) | COM | $92.1k | <0.1% | 270 |  | New +270 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $91.3k | <0.1% | 947 |  | New +947 |
| FIRST TR EXCHANGE-TRADED FD | SHS | $90.0k | <0.1% | 1,850 |  | New +1,850 |
| PROSHARES TR | S&P 500 DV ARIST | $89.9k | <0.1% | 1,600 |  | New +1,600 |
| [KIMBERLY-CLARK CORP (KMB)](/companies/kmb.md) | COM | $89.5k | <0.1% | 815 |  | New +815 |
| [ILLINOIS TOOL WKS INC (ITW)](/companies/itw.md) | COM | $89.3k | <0.1% | 330 |  | New +330 |
| [GENERAL DYNAMICS CORP (GD)](/companies/gd.md) | COM | $85.7k | <0.1% | 242 |  | New +242 |
| [PARAMOUNT SKYDANCE CORP (SKYD)](/companies/skyd.md) | COM CL B | $84.6k | <0.1% | 8,583 |  | New +8,583 |
| [LOCKHEED MARTIN CORP (LMT)](/companies/lmt.md) | COM | $84.1k | <0.1% | 165 |  | New +165 |
| [NORTHROP GRUMMAN CORP (NOC)](/companies/noc.md) | COM | $84.0k | <0.1% | 165 |  | New +165 |
| [COLGATE PALMOLIVE CO (CL)](/companies/cl.md) | COM | $83.8k | <0.1% | 914 |  | New +914 |
| [CLOROX CO DEL (CLX)](/companies/clx.md) | COM | $83.5k | <0.1% | 875 |  | New +875 |
| TCW ETF TRUST | HIGH YIELD BOND | $83.3k | <0.1% | 2,810 |  | New +2,810 |
| [WATERS CORP (WAT)](/companies/wat.md) | COM | $81.4k | <0.1% | 217 |  | New +217 |
| [ALTRIA GROUP INC (MO)](/companies/mo.md) | COM | $80.2k | <0.1% | 1,115 |  | New +1,115 |
| [ALLSTATE CORP (ALL)](/companies/all.md) | COM | $79.2k | <0.1% | 333 |  | New +333 |
| [ADVANCED DRAIN SYS INC DEL (WMS)](/companies/wms.md) | COM | $78.5k | <0.1% | 500 |  | New +500 |
| [BORGWARNER INC (BWA)](/companies/bwa.md) | COM | $77.4k | <0.1% | 1,166 |  | New +1,166 |
| WARNER BROS DISCOVERY INC | COM SER A | $76.5k | <0.1% | 2,870 |  | New +2,870 |
| [AUTODESK INC (ADSK)](/companies/adsk.md) | COM | $75.6k | <0.1% | 389 |  | New +389 |
| [WELLS FARGO & CO (WFC)](/companies/wfc.md) | COM | $75.0k | <0.1% | 907 |  | New +907 |
| [PARK NATL CORP (PRK)](/companies/prk.md) | COM | $74.7k | <0.1% | 408 |  | New +408 |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | $72.3k | <0.1% | 1,100 |  | New +1,100 |
| [3M CO (MMM)](/companies/mmm.md) | COM | $71.2k | <0.1% | 440 |  | New +440 |
| [DEVON ENERGY CORP NEW (DVN)](/companies/dvn.md) | COM | $70.1k | <0.1% | 1,697 |  | New +1,697 |
| [SALESFORCE INC (CRM)](/companies/crm.md) | COM | $67.8k | <0.1% | 433 |  | Reduced −12,044 |
| [DAVITA INC (DVA)](/companies/dva.md) | COM | $66.7k | <0.1% | 300 |  | New +300 |
| [FEDEX CORP (FDX)](/companies/fdx.md) | COM | $66.7k | <0.1% | 213 |  | New +213 |
| TE CONNECTIVITY PLC | ORD SHS | $65.9k | <0.1% | 327 |  | New +327 |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | $65.9k | <0.1% | 1,075 |  | New +1,075 |
| WISDOMTREE TR | US VALUE FD | $65.9k | <0.1% | 648 |  | New +648 |
| CALAMOS ETF TR | BITCOIN 90 SR ST | $65.7k | <0.1% | 3,162 |  | New +3,162 |
| [FS KKR CAP CORP (FSK)](/companies/fsk.md) | COM | $65.3k | <0.1% | 6,215 |  | New +6,215 |
| SPDR SERIES TRUST | ST STR AGGRE ETF | $64.7k | <0.1% | 2,537 |  | New +2,537 |
| [NOVO-NORDISK A S (NVO)](/companies/nvo.md) | ADR | $64.6k | <0.1% | 1,347 |  | New +1,347 |
| [AUTOZONE INC (AZO)](/companies/azo.md) | COM | $63.9k | <0.1% | 20 |  | New +20 |
| [AMENTUM HOLDINGS INC (AMTM)](/companies/amtm.md) | COM | $63.9k | <0.1% | 3,092 |  | New +3,092 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | $62.7k | <0.1% | 5,780 |  | New +5,780 |
| [PLAINS ALL AMERN PIPELINE L (PAA)](/companies/paa.md) | UNIT LTD PARTN | $62.3k | <0.1% | 2,800 |  | New +2,800 |
| [ARISTA NETWORKS INC (ANET)](/companies/anet.md) | COM SHS | $61.2k | <0.1% | 360 |  | New +360 |
| FIRST TR EXCHANGE-TRADED FD | TECH ALPHADEX | $59.7k | <0.1% | 275 |  | New +275 |
| [COREWEAVE INC (CRWV)](/companies/crwv.md) | COM CL A | $59.7k | <0.1% | 600 |  | New +600 |
| SPDR SERIES TRUST | ST STR SP600 SML | $59.5k | <0.1% | 1,031 |  | New +1,031 |
| [ECOLAB INC (ECL)](/companies/ecl.md) | COM | $57.1k | <0.1% | 205 |  | New +205 |
| [OWENS CORNING NEW (OC)](/companies/oc.md) | COM | $51.2k | <0.1% | 322 |  | New +322 |
| [SHERWIN WILLIAMS CO (SHW)](/companies/shw.md) | COM | $50.6k | <0.1% | 147 |  | New +147 |
| [CARDINAL HEALTH INC (CAH)](/companies/cah.md) | COM | $50.6k | <0.1% | 213 |  | New +213 |
| [HILTON WORLDWIDE HLDGS INC (HLT)](/companies/hlt.md) | COM | $48.2k | <0.1% | 146 |  | New +146 |
| [GSK PLC (GSK)](/companies/gsk.md) | SPONSORED ADR | $48.2k | <0.1% | 920 |  | New +920 |
| INVESCO EXCH TRADED FD TR II | GBL CLEAN ENRG | $46.1k | <0.1% | 2,350 |  | New +2,350 |
| [CONSTELLATION BRANDS INC (STZ)](/companies/stz.md) | CL A | $45.2k | <0.1% | 325 |  | New +325 |
| [D R HORTON INC (DHI)](/companies/dhi.md) | COM | $44.8k | <0.1% | 275 |  | New +275 |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $44.7k | <0.1% | 87 |  | New +87 |
| [ENTERPRISE PRODS PARTNERS L (EPD)](/companies/epd.md) | COM | $43.8k | <0.1% | 1,192 |  | New +1,192 |
| ISHARES TR | MSCI USA QLT FCT | $43.2k | <0.1% | 197 |  | New +197 |
| [PULTE GROUP INC (PHM)](/companies/phm.md) | COM | $42.5k | <0.1% | 310 |  | New +310 |
| [FIRST SOLAR INC (FSLR)](/companies/fslr.md) | COM | $42.5k | <0.1% | 180 |  | New +180 |
| [PRUDENTIAL FINL INC (PRU)](/companies/pru.md) | COM | $41.6k | <0.1% | 385 |  | New +385 |
| [MERCADOLIBRE  INC (MELI)](/companies/meli.md) | COM | $40.7k | <0.1% | 24 |  | New +24 |
| ISHARES TR | JPMORGAN USD EMG | $40.7k | <0.1% | 422 |  | New +422 |
| [ANHEUSER BUSCH INBEV SA NV (BUD)](/companies/bud.md) | SPONSORED ADR | $38.6k | <0.1% | 468 |  | New +468 |
| VANGUARD STAR FDS | VG TL INTL STK F | $38.5k | <0.1% | 450 |  | New +450 |
| SPDR SERIES TRUST | ST STR SP DIV | $38.0k | <0.1% | 250 |  | New +250 |
| ISHARES INC | CORE MSCI EMKT | $36.6k | <0.1% | 442 |  | New +442 |
| ARK ETF TR | INNOVATION ETF | $36.4k | <0.1% | 450 |  | New +450 |
| [TERADYNE INC (TER)](/companies/ter.md) | COM | $36.3k | <0.1% | 75 |  | New +75 |
| ISHARES TR | RUS MDCP VAL ETF | $35.9k | <0.1% | 218 |  | New +218 |
| [CANADIAN NATL RY CO (CNI)](/companies/cni.md) | COM | $35.8k | <0.1% | 300 |  | New +300 |
| [HOWMET AEROSPACE INC (HWM)](/companies/hwm.md) | COM | $35.8k | <0.1% | 133 |  | New +133 |
| [HEICO CORP NEW (HEI)](/companies/hei.md) | COM | $35.6k | <0.1% | 100 |  | New +100 |
| VANECK ETF TRUST | PHARMACEUTCL ETF | $35.5k | <0.1% | 325 |  | New +325 |
| ISHARES TR | CORE MSCI TOTAL | $35.2k | <0.1% | 369 |  | New +369 |
| NXP SEMICONDUCTORS N V | COM | $35.1k | <0.1% | 125 |  | New +125 |
| [ASSURANT INC (AIZ)](/companies/aiz.md) | COM | $34.9k | <0.1% | 130 |  | New +130 |
| J P MORGAN EXCHANGE TRADED F | RLTY INCOME ETF | $34.8k | <0.1% | 666 |  | New +666 |
| [SCOTTS MIRACLE-GRO CO (SMG)](/companies/smg.md) | CL A | $34.4k | <0.1% | 505 |  | New +505 |
| ISHARES TR | CORE S&P TTL STK | $34.2k | <0.1% | 208 |  | New +208 |
| [RBC BEARINGS INC (RBC)](/companies/rbc.md) | COM | $34.1k | <0.1% | 53 |  | New +53 |
| [SIMON PPTY GROUP INC NEW (SPG)](/companies/spg.md) | COM | $33.5k | <0.1% | 150 |  | New +150 |
| FIRST TR EXCHANGE-TRADED FD | SHS | $33.5k | <0.1% | 100 |  | New +100 |
| [SERVICENOW INC (NOW)](/companies/now.md) | COM | $33.3k | <0.1% | 335 |  | New +335 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $33.1k | <0.1% | 916 |  | New +916 |
| [NIKE INC (NKE)](/companies/nke.md) | CL B | $32.9k | <0.1% | 802 |  | New +802 |
| [TKO GROUP HOLDINGS INC (TKO)](/companies/tko.md) | CL A | $32.6k | <0.1% | 162 |  | New +162 |
| [NUCOR CORP (NUE)](/companies/nue.md) | COM | $32.3k | <0.1% | 145 |  | New +145 |
| [SIX FLAGS ENTERTAINMENT CORP (FUN)](/companies/fun.md) | COM | $31.9k | <0.1% | 1,500 |  | New +1,500 |
| VANGUARD WORLD FD | FINANCIALS ETF | $30.9k | <0.1% | 235 |  | New +235 |
| PROCURE ETF TRUST II | SPACE ETF | $30.6k | <0.1% | 604 |  | New +604 |
| [DTE ENERGY CO (DTE)](/companies/dte.md) | COM | $30.5k | <0.1% | 200 |  | New +200 |
| [HONDA MOTOR CO LTD (HMC)](/companies/hmc.md) | ADR ECH CNV IN 3 | $30.3k | <0.1% | 1,116 |  | New +1,116 |
| GARMIN LTD | SHS | $29.7k | <0.1% | 125 |  | New +125 |
| [CHIPOTLE MEXICAN GRILL INC (CMG)](/companies/cmg.md) | COM | $29.2k | <0.1% | 860 |  | New +860 |
| [COMPASS PATHWAYS PLC (CMPS)](/companies/cmps.md) | SPONSORED ADS | $28.9k | <0.1% | 2,040 |  | New +2,040 |
| [FASTENAL CO (FAST)](/companies/fast.md) | COM | $28.8k | <0.1% | 600 |  | New +600 |
| [PAYCHEX INC (PAYX)](/companies/payx.md) | COM | $28.5k | <0.1% | 290 |  | New +290 |
| [DT MIDSTREAM INC (DTM)](/companies/dtm.md) | COMMON STOCK | $28.5k | <0.1% | 194 |  | New +194 |
| NEOS ETF TRUST | NASDAQ 100 HIGH | $28.4k | <0.1% | 500 |  | New +500 |
| ISHARES TR | ISHARES SEMICDTR | $28.2k | <0.1% | 44 |  | New +44 |
| [TRUIST FINL CORP (TFC)](/companies/tfc.md) | COM | $28.1k | <0.1% | 565 |  | New +565 |
| VANGUARD BD INDEX FDS | INTERMED TERM | $27.5k | <0.1% | 359 |  | New +359 |
| [TG THERAPEUTICS INC (TGTX)](/companies/tgtx.md) | COM | $26.4k | <0.1% | 480 |  | New +480 |
| [ROBINHOOD MKTS INC (HOOD)](/companies/hood.md) | COM CL A | $26.0k | <0.1% | 259 |  | New +259 |
| [TWILIO INC (TWLO)](/companies/twlo.md) | CL A | $25.8k | <0.1% | 125 |  | New +125 |
| [CINTAS CORP (CTAS)](/companies/ctas.md) | COM | $25.2k | <0.1% | 148 |  | New +148 |
| [AMERICAN WTR WKS CO INC NEW (AWK)](/companies/awk.md) | COM | $24.9k | <0.1% | 189 |  | New +189 |
| ALPS ETF TR | INTL SEC DV DOG | $24.7k | <0.1% | 600 |  | New +600 |
| [UNION PAC CORP (UNP)](/companies/unp.md) | COM | $24.5k | <0.1% | 90 |  | New +90 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL FIN | $24.4k | <0.1% | 314 |  | New +314 |
| [REVOLUTION MEDICINES INC (RVMD)](/companies/rvmd.md) | COM | $24.3k | <0.1% | 130 |  | New +130 |
| [PRIMERICA INC (PRI)](/companies/pri.md) | COM | $24.2k | <0.1% | 85 |  | New +85 |
| [AMERICAN HEALTHCARE REIT INC (AHR)](/companies/ahr.md) | COM SHS | $24.1k | <0.1% | 463 |  | New +463 |
| [MGM RESORTS INTERNATIONAL (MGM)](/companies/mgm.md) | COM | $23.9k | <0.1% | 500 |  | New +500 |
| [AVERY DENNISON CORP (AVY)](/companies/avy.md) | COM | $23.7k | <0.1% | 146 |  | New +146 |
| PROSHARES TR | PSHS ULT S&P 500 | $23.6k | <0.1% | 350 |  | New +350 |
| [ZSCALER INC (ZS)](/companies/zs.md) | COM | $23.4k | <0.1% | 166 |  | New +166 |
| [GENERAL MTRS CO (GM)](/companies/gm.md) | COM | $23.1k | <0.1% | 300 |  | New +300 |
| [WATSCO INC (WSO)](/companies/wso.md) | COM | $22.9k | <0.1% | 55 |  | New +55 |
| [MARZETTI COMPANY (MZTI)](/companies/mzti.md) | COM | $22.8k | <0.1% | 200 |  | New +200 |
| [BP PLC (BP)](/companies/bp.md) | SPONSORED ADR | $22.8k | <0.1% | 616 |  | New +616 |
| [HEWLETT PACKARD ENTERPRISE C (HPE)](/companies/hpe.md) | COM | $22.6k | <0.1% | 500 |  | New +500 |
| VANGUARD WORLD FD | CONSUM STP ETF | $22.5k | <0.1% | 100 |  | New +100 |
| [AURORA CANNABIS INC (ACB)](/companies/acb.md) | COM | $22.3k | <0.1% | 8,001 |  | New +8,001 |
| [MONSTER BEVERAGE CORP NEW (MNST)](/companies/mnst.md) | COM | $22.1k | <0.1% | 230 |  | New +230 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $22.0k | <0.1% | 150 |  | New +150 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $21.8k | <0.1% | 434 |  | New +434 |
| [GLOBAL PMTS INC (GPN)](/companies/gpn.md) | COM | $21.8k | <0.1% | 300 |  | New +300 |
| [DANAHER CORP DEL (DHR)](/companies/dhr.md) | COM | $21.5k | <0.1% | 113 |  | New +113 |
| [SPROUTS FMRS MKT INC (SFM)](/companies/sfm.md) | COM | $21.1k | <0.1% | 250 |  | New +250 |
| [ISHARES SILVER TR (SLV)](/companies/slv.md) | ISHARES | $21.1k | <0.1% | 395 |  | New +395 |
| [AMERICAN EXPRESS CO (AXP)](/companies/axp.md) | COM | $21.0k | <0.1% | 62 |  | New +62 |
| [XPO INC (XPO)](/companies/xpo.md) | COM | $20.9k | <0.1% | 102 |  | New +102 |
| [ALNYLAM PHARMACEUTICALS INC (ALNY)](/companies/alny.md) | COM | $20.8k | <0.1% | 69 |  | New +69 |
| WISDOMTREE TR | US CORP BOND FD | $20.7k | <0.1% | 466 |  | New +466 |
| WISDOMTREE TR | 1 3 YR LADDERED | $20.6k | <0.1% | 410 |  | New +410 |
| SPDR INDEX SHS FDS | ST DOW INTL ETF | $20.4k | <0.1% | 754 |  | New +754 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $20.3k | <0.1% | 128 |  | New +128 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $20.2k | <0.1% | 400 |  | New +400 |
| [PROLOGIS INC. (PLD)](/companies/pld.md) | COM | $20.1k | <0.1% | 148 |  | New +148 |
| [GOLDMAN SACHS PHYSICAL GOLD (AAAU)](/companies/aaau.md) | UNIT | $19.8k | <0.1% | 500 |  | New +500 |
| [PHINIA INC (PHIN)](/companies/phin.md) | COMMON STOCK | $19.2k | <0.1% | 233 |  | New +233 |
| [ANTERO MIDSTREAM CORP (AM)](/companies/am.md) | COM | $19.1k | <0.1% | 840 |  | New +840 |
| [ENTERGY CORP NEW (ETR)](/companies/etr.md) | COM | $19.1k | <0.1% | 166 |  | New +166 |
| [COINBASE GLOBAL INC (COIN)](/companies/coin.md) | COM CL A | $19.0k | <0.1% | 130 |  | New +130 |
| CALAMOS ETF TR | BITCOIN 80 SR ST | $18.2k | <0.1% | 913 |  | New +913 |
| [SOUNDHOUND AI INC (SOUN)](/companies/soun.md) | CLASS A COM | $18.1k | <0.1% | 2,801 |  | New +2,801 |
| [EVERSOURCE ENERGY (ES)](/companies/es.md) | COM | $17.9k | <0.1% | 248 |  | New +248 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $17.9k | <0.1% | 300 |  | New +300 |
| [GENUINE PARTS CO (GPC)](/companies/gpc.md) | COM | $17.5k | <0.1% | 148 |  | New +148 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $17.2k | <0.1% | 65 |  | New +65 |
| [EURONET WORLDWIDE INC (EEFT)](/companies/eeft.md) | COM | $17.1k | <0.1% | 234 |  | New +234 |
| [LIBERTY MEDIA CORP DEL (FWONA)](/companies/fwona.md) | COM LBTY ONE S C | $17.1k | <0.1% | 180 |  | New +180 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $16.7k | <0.1% | 35 |  | New +35 |
| [CAMECO CORP (CCJ)](/companies/ccj.md) | COM | $16.3k | <0.1% | 160 |  | New +160 |
| [NATERA INC (NTRA)](/companies/ntra.md) | COM | $16.3k | <0.1% | 60 |  | New +60 |
| [FEDEX FGHT HLDG CO INC (FDXF)](/companies/fdxf.md) | COMMON STOCK | $15.9k | <0.1% | 105 |  | New +105 |
| [HERSHEY CO (HSY)](/companies/hsy.md) | COM | $15.4k | <0.1% | 88 |  | New +88 |
| ISHARES TR | CORE S&P MCP ETF | $15.4k | <0.1% | 200 |  | New +200 |
| [ARCHER DANIELS MIDLAND CO (ADM)](/companies/adm.md) | COM | $15.3k | <0.1% | 200 |  | New +200 |
| [GENERAL MILLS INC (GIS)](/companies/gis.md) | COM | $14.8k | <0.1% | 425 |  | New +425 |
| [ELANCO ANIMAL HEALTH INC (ELAN)](/companies/elan.md) | COM | $14.8k | <0.1% | 600 |  | New +600 |
| ISHARES TR | RUS 1000 ETF | $14.7k | <0.1% | 36 |  | New +36 |
| [CALAMOS GBL DYN INCOME FUND (CHW)](/companies/chw.md) | COM | $14.7k | <0.1% | 1,650 |  | New +1,650 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $14.6k | <0.1% | 250 |  | New +250 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $14.4k | <0.1% | 100 |  | New +100 |
| [M & T BK CORP (MTB)](/companies/mtb.md) | COM | $14.3k | <0.1% | 60 |  | New +60 |
| [S&P GLOBAL INC (SPGI)](/companies/spgi.md) | COM | $14.3k | <0.1% | 35 |  | New +35 |
| ASTRAZENECA PLC | ORD | $14.2k | <0.1% | 75 |  | New +75 |
| [GOLD COM INC (GOLD)](/companies/gold.md) | COM | $14.1k | <0.1% | 340 |  | New +340 |
| [WESTERN MIDSTREAM PARTNERS L (WES)](/companies/wes.md) | COM UNIT LP INT | $13.7k | <0.1% | 313 |  | New +313 |
| [POLARIS INC (PII)](/companies/pii.md) | COM | $13.7k | <0.1% | 200 |  | New +200 |
| [MOLSON COORS BEVERAGE CO (TAP)](/companies/tap.md) | CL B | $13.6k | <0.1% | 350 |  | New +350 |
| [GRACO INC (GGG)](/companies/ggg.md) | COM | $13.6k | <0.1% | 180 |  | New +180 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $13.4k | <0.1% | 250 |  | New +250 |
| [GE HEALTHCARE TECHNOLOGIES I (GEHC)](/companies/gehc.md) | COMMON STOCK | $13.3k | <0.1% | 207 |  | New +207 |
| ISHARES TR | TIPS BD ETF | $13.1k | <0.1% | 120 |  | New +120 |
| [EVERPURE INC (P)](/companies/p.md) | CL A | $13.0k | <0.1% | 165 |  | New +165 |
| [CITIZENS FINL GROUP INC (CFG)](/companies/cfg.md) | COM | $13.0k | <0.1% | 185 |  | New +185 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | $12.9k | <0.1% | 110 |  | New +110 |
| BLACKROCK HEALTH SCIENCES TR | COM | $12.8k | <0.1% | 297 |  | New +297 |
| [TOYOTA MOTOR CORP (TM)](/companies/tm.md) | ADS | $12.6k | <0.1% | 75 |  | New +75 |
| [BALL CORP (BALL)](/companies/ball.md) | COM | $12.5k | <0.1% | 200 |  | New +200 |
| [EDWARDS LIFESCIENCES CORP (EW)](/companies/ew.md) | COM | $12.2k | <0.1% | 135 |  | New +135 |
| [OLD DOMINION FREIGHT LINE IN (ODFL)](/companies/odfl.md) | COM | $12.1k | <0.1% | 56 |  | New +56 |
| [CHENIERE ENERGY INC (LNG)](/companies/lng.md) | COM NEW | $12.0k | <0.1% | 50 |  | New +50 |
| [AKAMAI TECHNOLOGIES INC (AKAM)](/companies/akam.md) | COM | $11.8k | <0.1% | 100 |  | New +100 |
| [MOODYS CORP (MCO)](/companies/mco.md) | COM | $11.8k | <0.1% | 26 |  | New +26 |
| [COGNEX CORP (CGNX)](/companies/cgnx.md) | COM | $11.7k | <0.1% | 162 |  | New +162 |
| [WP CAREY INC (WPC)](/companies/wpc.md) | COM | $11.7k | <0.1% | 164 |  | New +164 |
| ISHARES TR | SELECT DIVID ETF | $11.7k | <0.1% | 75 |  | New +75 |
| MEDTRONIC PLC | SHS | $11.7k | <0.1% | 149 |  | New +149 |
| [CME GROUP INC (CME)](/companies/cme.md) | COM | $11.5k | <0.1% | 52 |  | New +52 |
| [PRICE T ROWE GROUP INC (TROW)](/companies/trow.md) | COM | $11.4k | <0.1% | 100 |  | New +100 |
| FIRST TR EXCHANGE-TRADED FD | HIGH INCM STRGC | $11.1k | <0.1% | 250 |  | New +250 |
| [DUKE ENERGY CORP NEW (DUK)](/companies/duk.md) | COM NEW | $11.0k | <0.1% | 87 |  | New +87 |
| [LIVE NATION ENTERTAINMENT IN (LYV)](/companies/lyv.md) | COM | $11.0k | <0.1% | 60 |  | New +60 |
| [YUM BRANDS INC (YUM)](/companies/yum.md) | COM | $10.9k | <0.1% | 68 |  | Reduced −24,000 |
| [PRINCIPAL FINANCIAL GROUP IN (PFG)](/companies/pfg.md) | COM | $10.8k | <0.1% | 100 |  | New +100 |
| [IONQ INC (IONQ)](/companies/ionq.md) | COM | $10.7k | <0.1% | 200 |  | New +200 |
| [VEEVA SYS INC (VEEV)](/companies/veev.md) | CL A COM | $10.6k | <0.1% | 60 |  | New +60 |
| [PIMCO MUN INCOME FD II (PML)](/companies/pml.md) | COM | $10.5k | <0.1% | 1,380 |  | New +1,380 |
| [HESS MIDSTREAM LP (HESM)](/companies/hesm.md) | CL A SHS | $10.5k | <0.1% | 278 |  | New +278 |
| [V F CORP (VFC)](/companies/vfc.md) | COM | $10.3k | <0.1% | 616 |  | New +616 |
| [AGILENT TECHNOLOGIES INC (A)](/companies/a.md) | COM | $10.0k | <0.1% | 75 |  | New +75 |
| [FLUENCE ENERGY INC (FLNC)](/companies/flnc.md) | COM CL A | $9.9k | <0.1% | 500 |  | New +500 |
| ISHARES TR | RUS 1000 GRW ETF | $9.9k | <0.1% | 80 |  | New +80 |
| [ONDAS INC (ONDS)](/companies/onds.md) | COM NEW | $9.9k | <0.1% | 1,200 |  | New +1,200 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $9.8k | <0.1% | 46 |  | New +46 |
| [EOG RES INC (EOG)](/companies/eog.md) | COM | $9.7k | <0.1% | 75 |  | New +75 |
| [TELEFLEX INCORPORATED (TFX)](/companies/tfx.md) | COM | $9.5k | <0.1% | 75 |  | New +75 |
| [TYLER TECHNOLOGIES INC (TYL)](/companies/tyl.md) | COM | $9.4k | <0.1% | 32 |  | New +32 |
| [AES CORP (AES)](/companies/aes.md) | COM | $9.2k | <0.1% | 630 |  | New +630 |
| [INTERCONTINENTAL EXCHANGE IN (ICE)](/companies/ice.md) | COM | $9.2k | <0.1% | 75 |  | New +75 |
| COLUMBIA ETF TR II | INDIA CONSMR ETF | $8.9k | <0.1% | 150 |  | New +150 |
| [BADGER METER INC (BMI)](/companies/bmi.md) | COM | $8.9k | <0.1% | 60 |  | New +60 |
| [GRAYSCALE BITCOIN MINI TR ET (BTC)](/companies/btc.md) | SHS NEW | $8.8k | <0.1% | 341 |  | New +341 |
| [METLIFE INC (MET)](/companies/met.md) | COM | $8.8k | <0.1% | 104 |  | New +104 |
| ISHARES TR | 3 7 YR TREAS BD | $8.7k | <0.1% | 74 |  | New +74 |
| ISHARES TR | MSCI USA MMENTM | $8.6k | <0.1% | 25 |  | New +25 |
| [OKTA INC (OKTA)](/companies/okta.md) | CL A | $8.5k | <0.1% | 62 |  | New +62 |
| [RITHM CAPITAL CORP (RITM)](/companies/ritm.md) | COM NEW | $8.5k | <0.1% | 900 |  | Reduced −50,000 |
| WISDOMTREE TR | US HGH YLD CORP | $8.3k | <0.1% | 181 |  | New +181 |
| [LAUDER ESTEE COS INC (EL)](/companies/el.md) | CL A | $7.9k | <0.1% | 100 |  | New +100 |
| CALAMOS ETF TR | LADDE 80 SER ETF | $7.9k | <0.1% | 455 |  | New +455 |
| [PLUG PWR INC (PLUG)](/companies/plug.md) | COM NEW | $7.8k | <0.1% | 2,875 |  | New +2,875 |
| [ABRDN PRECIOUS METALS BASKET (GLTR)](/companies/gltr.md) | PHYSCL PRECS MET | $7.8k | <0.1% | 43 |  | New +43 |
| VANGUARD WORLD FD | HEALTH CAR ETF | $7.8k | <0.1% | 26 |  | New +26 |
| [BLOCK INC (XYZ)](/companies/xyz.md) | CL A | $7.6k | <0.1% | 100 |  | New +100 |
| [WEC ENERGY GROUP INC (WEC)](/companies/wec.md) | COM | $7.6k | <0.1% | 65 |  | New +65 |
| WISDOMTREE TR | YIELD ENHANCD US | $7.5k | <0.1% | 173 |  | New +173 |
| [WILLIAMS COS INC (WMB)](/companies/wmb.md) | COM | $7.4k | <0.1% | 100 |  | New +100 |
| [RLI CORP (RLI)](/companies/rli.md) | COM | $7.3k | <0.1% | 124 |  | New +124 |
| [INTUIT (INTU)](/companies/intu.md) | COM | $7.3k | <0.1% | 28 |  | New +28 |
| [HENRY JACK & ASSOC INC (JKHY)](/companies/jkhy.md) | COM | $7.0k | <0.1% | 51 |  | New +51 |
| [HALEON PLC (HLN)](/companies/hln.md) | SPON ADS | $7.0k | <0.1% | 750 |  | New +750 |
| [ROCKWELL AUTOMATION INC (ROK)](/companies/rok.md) | COM | $6.9k | <0.1% | 14 |  | Reduced −9,986 |
| SPDR INDEX SHS FDS | ST DOW GLOBA ETF | $6.9k | <0.1% | 139 |  | New +139 |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | $6.8k | <0.1% | 134 |  | New +134 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | $6.7k | <0.1% | 224 |  | New +224 |
| [TRANSDIGM GROUP INC (TDG)](/companies/tdg.md) | COM | $6.7k | <0.1% | 5 |  | New +5 |
| [REALTY INCOME CORP (O)](/companies/o.md) | COM | $6.5k | <0.1% | 105 |  | New +105 |
| [TAKEDA PHARMACEUTICAL CO LTD (TAK)](/companies/tak.md) | SPONSORED ADS | $6.4k | <0.1% | 400 |  | New +400 |
| [XPLR INFRASTRUCTURE LP (XIFR)](/companies/xifr.md) | COM UNIT PART IN | $6.3k | <0.1% | 535 |  | New +535 |
| [NOVARTIS AG (NVS)](/companies/nvs.md) | SPONSORED ADR | $6.3k | <0.1% | 40 |  | New +40 |
| [CIRCLE INTERNET GROUP INC (CRCL)](/companies/crcl.md) | COM CL A | $6.3k | <0.1% | 100 |  | New +100 |
| [ENPHASE ENERGY INC (ENPH)](/companies/enph.md) | COM | $6.2k | <0.1% | 125 |  | New +125 |
| [CAREDX INC (CDNA)](/companies/cdna.md) | COM | $6.1k | <0.1% | 215 |  | New +215 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $6.1k | <0.1% | 77 |  | New +77 |
| ABRDN ETFS | BBRG ALL COMD K1 | $5.9k | <0.1% | 266 |  | New +266 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $5.8k | <0.1% | 75 |  | New +75 |
| [BHP BILLITON LIMITED (BHP)](/companies/bhp.md) | SPONSORED ADS | $5.8k | <0.1% | 70 |  | New +70 |
| [NATIONAL FUEL GAS CO (NFG)](/companies/nfg.md) | COM | $5.8k | <0.1% | 75 |  | New +75 |
| [DOW HLDGS INC (DOW)](/companies/dow.md) | COM | $5.6k | <0.1% | 203 |  | New +203 |
| [SOLVENTUM CORP (SOLV)](/companies/solv.md) | COM SHS | $5.4k | <0.1% | 70 |  | New +70 |
| [EQUIFAX INC (EFX)](/companies/efx.md) | COM | $5.4k | <0.1% | 34 |  | New +34 |
| [CHIMERA INVT CORP (CIM)](/companies/cim.md) | COM SHS | $5.3k | <0.1% | 400 |  | New +400 |
| [BAXTER INTL INC (BAX)](/companies/bax.md) | COM | $5.3k | <0.1% | 250 |  | New +250 |
| ISHARES TR | EAFE SML CP ETF | $5.3k | <0.1% | 64 |  | New +64 |
| [RIO TINTO PLC (RIO)](/companies/rio.md) | SPONSORED ADR | $5.2k | <0.1% | 55 |  | New +55 |
| [CDW CORP (CDW)](/companies/cdw.md) | COM | $5.2k | <0.1% | 37 |  | New +37 |
| [APPLOVIN CORP (APP)](/companies/app.md) | COM CL A | $5.2k | <0.1% | 10 |  | New +10 |
| [PINTEREST INC (PINS)](/companies/pins.md) | CL A | $5.1k | <0.1% | 243 |  | New +243 |
| [NIO INC (NIO)](/companies/nio.md) | SPON ADS | $5.1k | <0.1% | 1,009 |  | New +1,009 |
| [COSTAR GROUP INC (CSGP)](/companies/csgp.md) | COM | $5.1k | <0.1% | 180 |  | New +180 |
| [BOOZ ALLEN HAMILTON HLDG COR (BAH)](/companies/bah.md) | CL A | $5.0k | <0.1% | 83 |  | New +83 |
| [COMCAST CORP NEW (CMCSA)](/companies/cmcsa.md) | CL A | $4.8k | <0.1% | 196 |  | New +196 |
| [UBER TECHNOLOGIES INC (UBER)](/companies/uber.md) | COM | $4.7k | <0.1% | 65 |  | New +65 |
| VIRTUS ETF TR II | VIRTUS US QLTY | $4.6k | <0.1% | 99 |  | New +99 |
| [UNDER ARMOUR INC (UAA)](/companies/uaa.md) | CL A | $4.5k | <0.1% | 700 |  | New +700 |
| [SPHERE ENTERTAINMENT CO (SPHR)](/companies/sphr.md) | CL A | $4.3k | <0.1% | 25 |  | New +25 |
| [GUIDEWIRE SOFTWARE INC (GWRE)](/companies/gwre.md) | COM | $4.3k | <0.1% | 35 |  | New +35 |
| [LULULEMON ATHLETICA INC (LULU)](/companies/lulu.md) | COM | $4.2k | <0.1% | 37 |  | New +37 |
| [DRAFTKINGS INC NEW (DKNG)](/companies/dkng.md) | COM CL A | $4.2k | <0.1% | 165 |  | New +165 |
| [BELLRING BRANDS INC (BRBR)](/companies/brbr.md) | COMMON STOCK | $4.1k | <0.1% | 316 |  | New +316 |
| [VENTAS INC (VTR)](/companies/vtr.md) | COM | $4.1k | <0.1% | 46 |  | New +46 |
| WISDOMTREE TR | WSDM EMKTBD FD | $4.0k | <0.1% | 61 |  | New +61 |
| [PAYPAL HLDGS INC (PYPL)](/companies/pypl.md) | COM | $4.0k | <0.1% | 92 |  | New +92 |
| [CANADIAN NAT RES LTD MED TER (CNQ)](/companies/cnq.md) | COM | $4.0k | <0.1% | 100 |  | New +100 |
| [WHIRLPOOL CORP (WHR)](/companies/whr.md) | COM | $3.9k | <0.1% | 100 |  | New +100 |
| [SIRIUSXM HOLDINGS INC (SIRI)](/companies/siri.md) | COMMON STOCK | $3.8k | <0.1% | 130 |  | New +130 |
| ISHARES TR | MSCI EMG MKT ETF | $3.7k | <0.1% | 54 |  | New +54 |
| [AAON INC (AAON)](/companies/aaon.md) | COM PAR $0.004 | $3.7k | <0.1% | 29 |  | New +29 |
| [MICROCHIP TECHNOLOGY INC. (MCHP)](/companies/mchp.md) | COM | $3.6k | <0.1% | 40 |  | New +40 |
| [FORTIVE CORP (FTV)](/companies/ftv.md) | COM | $3.6k | <0.1% | 59 |  | New +59 |
| [ALIBABA GROUP HLDG LTD (BABA)](/companies/baba.md) | SPONSORED ADS | $3.4k | <0.1% | 35 |  | New +35 |
| [SEA LTD (SE)](/companies/se.md) | SPONSORD ADS | $3.4k | <0.1% | 35 |  | New +35 |
| [DEFINIUM THERAPEUTICS INC (DFTX)](/companies/dftx.md) | COM SHS | $3.1k | <0.1% | 66 |  | New +66 |
| [VALE S A (VALE)](/companies/vale.md) | SPONSORED ADS | $3.0k | <0.1% | 200 |  | New +200 |
| [LIBERTY MEDIA CORP DEL (FWONA)](/companies/fwona.md) | COM LBTY ONE S A | $3.0k | <0.1% | 34 |  | New +34 |
| JAZZ PHARMACEUTICALS PLC | SHS USD | $2.9k | <0.1% | 12 |  | New +12 |
| [YUM CHINA HLDGS INC (YUMC)](/companies/yumc.md) | COM | $2.8k | <0.1% | 68 |  | New +68 |
| [CROWN CASTLE INC (CCI)](/companies/cci.md) | COM | $2.7k | <0.1% | 36 |  | New +36 |
| [REDDIT INC (RDDT)](/companies/rddt.md) | CL A | $2.6k | <0.1% | 15 |  | New +15 |
| [RALLIANT CORP (RAL)](/companies/ral.md) | COM | $2.6k | <0.1% | 35 |  | New +35 |
| [WESTERN DIGITAL CORP (WDC)](/companies/wdc.md) | COM | $2.6k | <0.1% | 4 |  | New +4 |
| [GRAYSCALE ETHEREUM STAKING E (ETHE)](/companies/ethe.md) | SHS | $2.6k | <0.1% | 200 |  | New +200 |
| [CONSTELLATION ENERGY CORP (CEG)](/companies/ceg.md) | COM | $2.5k | <0.1% | 10 |  | New +10 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $2.3k | <0.1% | 50 |  | New +50 |
| [SANDISK CORP (SNDK)](/companies/sndk.md) | COM | $2.3k | <0.1% | 1 |  | New +1 |
| [MADISON SQUARE GARDEN ENTMT (MSGE)](/companies/msge.md) | COM CL A | $2.0k | <0.1% | 25 |  | New +25 |
| [MONDELEZ INTL INC (MDLZ)](/companies/mdlz.md) | CL A | $1.9k | <0.1% | 33 |  | New +33 |
| [PERSHING SQUARE USA LTD (PSUS)](/companies/psus.md) | COM SHS | $1.9k | <0.1% | 50 |  | New +50 |
| [RIVIAN AUTOMOTIVE INC (RIVN)](/companies/rivn.md) | COM CL A | $1.8k | <0.1% | 103 |  | New +103 |
| MAGNUM ICE CREAM CO NV | ORD SHS | $1.7k | <0.1% | 100 |  | New +100 |
| [ATOMERA INC (ATOM)](/companies/atom.md) | COM | $1.7k | <0.1% | 195 |  | New +195 |
| [OPTION CARE HEALTH INC (OPCH)](/companies/opch.md) | COM NEW | $1.7k | <0.1% | 80 |  | New +80 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $1.7k | <0.1% | 17 |  | New +17 |
| AMPLIFY ETF TR | ALTRNTV HARV ETF | $1.7k | <0.1% | 65 |  | New +65 |
| ISHARES TR | IBOXX HI YD ETF | $1.6k | <0.1% | 20 |  | New +20 |
| PROSHARES TR | BITCOIN ETF | $1.6k | <0.1% | 200 |  | New +200 |
| [CARMAX INC (KMX)](/companies/kmx.md) | COM | $1.6k | <0.1% | 30 |  | New +30 |
| ISHARES TR | RUS 2000 GRW ETF | $1.6k | <0.1% | 4 |  | New +4 |
| [20/20 BIOLABS INC (AIDX)](/companies/aidx.md) | ORD SHS | $1.5k | <0.1% | 2,800 |  | New +2,800 |
| [GUARDANT HEALTH INC (GH)](/companies/gh.md) | COM | $1.4k | <0.1% | 9 |  | New +9 |
| STRATASYS LTD | SHS | $1.2k | <0.1% | 145 |  | New +145 |
| [WORKDAY INC (WDAY)](/companies/wday.md) | CL A | $1.2k | <0.1% | 10 |  | New +10 |
| [ORGANON & CO (OGN)](/companies/ogn.md) | COMMON STOCK | $1.2k | <0.1% | 89 |  | New +89 |
| [NOVANTA INC (NOVT)](/companies/novt.md) | COM | $1.1k | <0.1% | 7 |  | New +7 |
| [USA TODAY CO INC (TDAY)](/companies/tday.md) | COM | $1.1k | <0.1% | 129 |  | New +129 |
| [KYNDRYL HLDGS INC (KD)](/companies/kd.md) | COMMON STOCK | $1.1k | <0.1% | 97 |  | New +97 |
| [BLACKBERRY LTD (BB)](/companies/bb.md) | COM | $1.0k | <0.1% | 80 |  | New +80 |
| [CARVANA CO (CVNA)](/companies/cvna.md) | CL A | $987 | <0.1% | 15 |  | New +15 |
| [UIPATH INC (PATH)](/companies/path.md) | CL A | $924 | <0.1% | 85 |  | New +85 |
| [AMPHENOL CORP (APH)](/companies/aph.md) | CL A | $882 | <0.1% | 5 |  | New +5 |
| [NEOGEN CORP (NEOG)](/companies/neog.md) | COM | $845 | <0.1% | 94 |  | New +94 |
| [THE TRADE DESK INC (TTD)](/companies/ttd.md) | COM CL A | $723 | <0.1% | 40 |  | New +40 |
| AMERICAN BITCOIN CORP. | COM CL A | $647 | <0.1% | 950 |  | New +950 |
| [ROBLOX CORP (RBLX)](/companies/rblx.md) | CL A | $544 | <0.1% | 10 |  | New +10 |
| [WABTEC (WAB)](/companies/wab.md) | COM | $539 | <0.1% | 2 |  | New +2 |
| [SNOWFLAKE INC (SNOW)](/companies/snow.md) | COM SHS | $509 | <0.1% | 2 |  | New +2 |
| [FASTLY INC (FSLY)](/companies/fsly.md) | CL A | $459 | <0.1% | 25 |  | New +25 |
| [VIATRIS INC (VTRS)](/companies/vtrs.md) | COM | $413 | <0.1% | 26 |  | New +26 |
| FIDELITY COVINGTON TRUST | ELEC VEHS & FUTR | $407 | <0.1% | 21 |  | New +21 |
| [UNITY SOFTWARE INC (U)](/companies/u.md) | COM | $343 | <0.1% | 12 |  | New +12 |
| [GRAYSCALE ETHEREUM STAKING (ETH)](/companies/eth.md) | SHS NEW | $301 | <0.1% | 20 |  | New +20 |
| [SOLAREDGE TECHNOLOGIES INC (SEDG)](/companies/sedg.md) | COM | $292 | <0.1% | 5 |  | New +5 |
| [VONTIER CORPORATION (VNT)](/companies/vnt.md) | COM | $232 | <0.1% | 8 |  | New +8 |
| [VERSANT MEDIA GROUP INC (VSNT)](/companies/vsnt.md) | COM CL A | $216 | <0.1% | 6 |  | New +6 |
| [UPSTART HLDGS INC (UPST)](/companies/upst.md) | COM | $213 | <0.1% | 6 |  | New +6 |
| [SUNRUN INC (RUN)](/companies/run.md) | COM | $174 | <0.1% | 13 |  | New +13 |
| CYBIN INC | COM NEW | $172 | <0.1% | 26 |  | New +26 |
| [BUZZFEED INC (BZFD)](/companies/bzfd.md) | CL A NEW | $146 | <0.1% | 100 |  | New +100 |
| [NET LEASE OFFICE PROPERTIES (NLOP)](/companies/nlop.md) | COM | $113 | <0.1% | 10 |  | New +10 |
| [INOVIO PHARMACEUTICALS INC (INO)](/companies/ino.md) | COM SHS | $64 | <0.1% | 58 |  | New +58 |
| [ORGANIGRAM GLOBAL INC (OGI)](/companies/ogi.md) | COM | $51 | <0.1% | 50 |  | New +50 |
| [GROUPON INC (GRPN)](/companies/grpn.md) | COM NEW | $48 | <0.1% | 2 |  | New +2 |
| [FORWARD INDUSTRIES INC (FWDI)](/companies/fwdi.md) | COM NEW | $34 | <0.1% | 8 |  | New +8 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| DUPONT DE NEMOURS INC | COM | $0 | 0.0% | 0 |  | Sold out −34,630 |
| HONEYWELL INTL INC | COM | $0 | 0.0% | 0 |  | Sold out −19,226 |
| ISHARES TR | TRUST ISHARE 0-1 | $0 | 0.0% | 0 |  | Sold out −4,500 |
| [LIBERTY ALL STAR EQUITY FD (USA)](/companies/usa.md) | SH BEN INT | $0 | 0.0% | 0 |  | Sold out −55,146 |
| [TEXTRON INC (TXT)](/companies/txt.md) | COM | $0 | 0.0% | 0 |  | Sold out −51,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001331074-26-000004. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.