# GoalVest Advisory LLC: Form 13F holdings

An institutional investment manager in New York, NY. SEC CIK 1839307.

- Quarter ended: 2026-06-30
- Filed: 2026-07-09
- Reported value: $539.1m
- Positions: 500 (500 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/1839307/000183930726000011/

## 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 |
| --- | --- | ---: | ---: | ---: | --- | --- |
| VANGUARD S&P 500 ETF | ETF | $207.7m | 38.5% | 302,452 |  | Added +15,301 |
| VANGUARD GROWTH ETF | ETF | $30.9m | 5.7% | 358,178 |  | Added +288,205 |
| STATE STREET SPDR NYSE TECHNOLOGY ETF | ETF | $23.1m | 4.3% | 59,120 |  | Added +3,506 |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | ETF | $21.1m | 3.9% | 632,007 |  | Added +20,938 |
| GOLDMAN SACHS MUNICIPAL INCOME ETF | ETF | $17.9m | 3.3% | 348,570 |  | Added +41,230 |
| ISHARES CORE MSCI EAFE ETF | ETF | $16.3m | 3.0% | 168,361 |  | Added +17,323 |
| SPEAR ALPHA ETF | ETF | $14.4m | 2.7% | 248,646 |  | Added +96,693 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | $13.4m | 2.5% | 36,198 |  | Reduced −1,041 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | $10.9m | 2.0% | 132,157 |  | Added +12,318 |
| [GOLDMAN SACHS PHYSICAL GOLD ETF (AAAU)](/companies/aaau.md) | ETF | $8.8m | 1.6% | 221,219 |  | Added +18,844 |
| [ALPHABET INC CAP STK CL A (GOOGL)](/companies/googl.md) | Stock | $6.9m | 1.3% | 19,370 |  | Reduced −1,406 |
| [TESLA INC COM (TSLA)](/companies/tsla.md) | Stock | $6.1m | 1.1% | 14,521 |  | Added +334 |
| [AMAZON COM INC COM (AMZN)](/companies/amzn.md) | Stock | $5.3m | 1.0% | 22,148 |  | Added +312 |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | $5.2m | 1.0% | 43,722 |  | Reduced −3,843 |
| VANGUARD FTSE EUROPE ETF | ETF | $4.6m | 0.9% | 52,252 |  | Reduced −67,533 |
| [MICROSOFT CORP COM (MSFT)](/companies/msft.md) | Stock | $4.6m | 0.9% | 12,357 |  | Reduced −2,777 |
| [BERKSHIRE HATHAWAY INC DEL CL B NEW (BRK-B)](/companies/brk-b.md) | Stock | $4.6m | 0.8% | 9,114 |  | Added +666 |
| [NVIDIA CORPORATION COM (NVDA)](/companies/nvda.md) | Stock | $4.4m | 0.8% | 21,878 |  | Reduced −21,004 |
| [TERADYNE INC COM (TER)](/companies/ter.md) | Stock | $4.0m | 0.7% | 8,236 |  | Added +8,213 |
| [APPLE INC COM (AAPL)](/companies/aapl.md) | Stock | $3.9m | 0.7% | 13,577 |  | Reduced −2,529 |
| CALAMOS AUTOCALLABLE INCOME ETF | ETF | $3.5m | 0.7% | 129,010 |  | Added +18,377 |
| [GOLDMAN SACHS GROUP INC COM (GS)](/companies/gs.md) | Stock | $3.3m | 0.6% | 3,308 |  | Added +113 |
| [JPMORGAN CHASE & CO COM (JPM)](/companies/jpm.md) | Stock | $3.2m | 0.6% | 9,656 |  | Reduced −4,676 |
| [WALMART INC COM (WMT)](/companies/wmt.md) | Stock | $3.1m | 0.6% | 27,064 |  | Added +1,211 |
| [VISA INC COM CL A (V)](/companies/v.md) | Stock | $3.0m | 0.6% | 8,850 |  | Reduced −2,886 |
| [STATE STREET SPDR S&P 500 ETF (SPY)](/companies/spy.md) | ETF | $2.8m | 0.5% | 3,770 |  | Added +262 |
| [CISCO SYS INC COM (CSCO)](/companies/csco.md) | Stock | $2.7m | 0.5% | 23,248 |  | Reduced −724 |
| [GE AEROSPACE COM NEW (GE)](/companies/ge.md) | Stock | $2.7m | 0.5% | 7,174 |  | Added +1,010 |
| [JOHNSON & JOHNSON COM (JNJ)](/companies/jnj.md) | Stock | $2.7m | 0.5% | 10,483 |  | Added +258 |
| [BANK OF AMER CORP COM (BAC)](/companies/bac.md) | Stock | $2.6m | 0.5% | 46,164 |  | Added +7,003 |
| [ELI LILLY & CO COM (LLY)](/companies/lly.md) | Stock | $2.6m | 0.5% | 2,177 |  | Reduced −1,031 |
| [NEXTERA ENERGY INC COM (NEE)](/companies/nee.md) | Stock | $2.5m | 0.5% | 27,978 |  | Reduced −1,273 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | $2.4m | 0.5% | 11,413 |  | Reduced −8,977 |
| ISHARES ESG OPTIMIZED MSCI USA ETF | ETF | $2.4m | 0.4% | 15,440 |  | Reduced −656 |
| [META PLATFORMS INC CL A (META)](/companies/meta.md) | Stock | $2.3m | 0.4% | 4,169 |  | Added +546 |
| [BAKER HUGHES COMPANY CL A (BKR)](/companies/bkr.md) | Stock | $2.3m | 0.4% | 40,643 |  | Added +2,729 |
| INVESCO QQQ TRUST SERIES I | ETF | $2.2m | 0.4% | 3,016 |  | Added +15 |
| [PRINCIPAL FINANCIAL GROUP INC COM (PFG)](/companies/pfg.md) | Stock | $2.0m | 0.4% | 18,337 |  | Reduced −231 |
| [WILLIAMS COS INC COM (WMB)](/companies/wmb.md) | Stock | $1.9m | 0.4% | 25,846 |  | Reduced −974 |
| [BROADCOM INC COM (AVGO)](/companies/avgo.md) | Stock | $1.8m | 0.3% | 4,749 |  | Reduced −53 |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | ETF | $1.8m | 0.3% | 20,093 |  | Unchanged |
| [MERCK & CO INC COM (MRK)](/companies/mrk.md) | Stock | $1.7m | 0.3% | 13,375 |  | Added +17 |
| [ABBVIE INC COM (ABBV)](/companies/abbv.md) | Stock | $1.7m | 0.3% | 6,577 |  | Reduced −6,171 |
| [VALERO ENERGY CORP COM (VLO)](/companies/vlo.md) | Stock | $1.6m | 0.3% | 6,169 |  | Reduced −505 |
| ONEOK INC NEW COM | Stock | $1.6m | 0.3% | 18,116 |  | Reduced −111 |
| [MCDONALDS CORP COM (MCD)](/companies/mcd.md) | Stock | $1.5m | 0.3% | 5,676 |  | Added +187 |
| [ALTRIA GROUP INC COM (MO)](/companies/mo.md) | Stock | $1.5m | 0.3% | 21,275 |  | Reduced −337 |
| [OMEGA HEALTHCARE INVS INC COM (OHI)](/companies/ohi.md) | REIT | $1.5m | 0.3% | 30,915 |  | Reduced −393 |
| DHT HOLDINGS INC SHS NEW | Stock | $1.4m | 0.3% | 87,485 |  | Reduced −5,168 |
| [LOCKHEED MARTIN CORP COM (LMT)](/companies/lmt.md) | Stock | $1.4m | 0.3% | 2,823 |  | Added +33 |
| ALERIAN MLP ETF | ETF | $1.4m | 0.3% | 26,401 |  | Added +149 |
| [AT&T INC COM (T)](/companies/t.md) | Stock | $1.4m | 0.3% | 65,972 |  | Added +909 |
| [PROCTER & GAMBLE CO COM (PG)](/companies/pg.md) | Stock | $1.4m | 0.3% | 9,298 |  | Reduced −33 |
| [PHILIP MORRIS INTL INC COM (PM)](/companies/pm.md) | Stock | $1.3m | 0.2% | 7,335 |  | Reduced −255 |
| [ALPHABET INC CAP STK CL C (GOOGL)](/companies/googl.md) | Stock | $1.3m | 0.2% | 3,698 |  | Added +1,252 |
| [DIGITAL RLTY TR INC COM (DLR)](/companies/dlr.md) | REIT | $1.3m | 0.2% | 6,996 |  | Reduced −77 |
| [TERAWULF INC COM (WULF)](/companies/wulf.md) | Stock | $1.2m | 0.2% | 50,000 |  | Unchanged |
| [SOUTHERN CO COM (SO)](/companies/so.md) | Stock | $1.2m | 0.2% | 12,870 |  | Added +7 |
| [DTE ENERGY CO COM (DTE)](/companies/dte.md) | Stock | $1.2m | 0.2% | 8,022 |  | Added +301 |
| [PEPSICO INC COM (PEP)](/companies/pep.md) | Stock | $1.2m | 0.2% | 8,810 |  | Reduced −56 |
| [INTERNATIONAL PAPER CO COM (IP)](/companies/ip.md) | Stock | $1.1m | 0.2% | 30,044 |  | Added +1,948 |
| FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | ETF | $1.1m | 0.2% | 4,483 |  | Unchanged |
| [CHEVRON CORPORATION COM (CVX)](/companies/cvx.md) | Stock | $1.1m | 0.2% | 6,592 |  | Reduced −626 |
| [ARES CAPITAL CORP COM (ARCC)](/companies/arcc.md) | CEF | $1.1m | 0.2% | 58,237 |  | Reduced −367 |
| [AGNC INVT CORP COM (AGNC)](/companies/agnc.md) | REIT | $1.1m | 0.2% | 96,949 |  | Added +94,498 |
| [UNILEVER PLC SPON ADR NEW (UL)](/companies/ul.md) | ADR | $1.0m | 0.2% | 17,173 |  | Added +454 |
| ISHARES SELECT DIVIDEND ETF | ETF | $1.0m | 0.2% | 6,573 |  | Added +1,422 |
| [CORE SCIENTIFIC INC NEW COM (CORZ)](/companies/corz.md) | Stock | $1.0m | 0.2% | 40,100 |  | Unchanged |
| [STARWOOD PPTY TR INC COM (STWD)](/companies/stwd.md) | REIT | $897.9k | 0.2% | 54,818 |  | Added +934 |
| [VICI PPTYS INC COM (VICI)](/companies/vici.md) | REIT | $894.8k | 0.2% | 33,702 |  | Added +137 |
| ISHARES SEMICONDUCTOR ETF | ETF | $767.6k | 0.1% | 1,198 |  | New +1,198 |
| [ADVANCED MICRO DEVICES INC COM (AMD)](/companies/amd.md) | Stock | $740.1k | 0.1% | 1,274 |  | Added +574 |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | ETF | $736.7k | 0.1% | 8,199 |  | New +8,199 |
| FT VEST LADDERED MODERATE BUFFER ETF | ETF | $726.9k | 0.1% | 26,026 |  | Added +3,744 |
| ARK BLOCKCHAIN & FINTECH INNOVATION ETF | ETF | $720.0k | 0.1% | 18,246 |  | New +18,246 |
| VANECK RARE EARTH AND STRATEGIC METALS ETF | ETF | $716.1k | 0.1% | 8,092 |  | New +8,092 |
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | ETF | $697.6k | 0.1% | 5,235 |  | Added +5,046 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | $691.9k | 0.1% | 5,572 |  | Added +4,179 |
| VANECK URANIUM AND NUCLEAR ETF | ETF | $681.3k | 0.1% | 5,874 |  | Added +5,848 |
| TEMA SPACE INNOVATORS ETF | ETF | $678.9k | 0.1% | 22,346 |  | New +22,346 |
| ASML HLDG NV N Y REGISTRY SHS | ADR | $578.9k | 0.1% | 291 |  | Unchanged |
| [EVERGY INC COM (EVRG)](/companies/evrg.md) | Stock | $543.7k | 0.1% | 6,290 |  | Added +26 |
| KLARNA GROUP PLC SHS | Stock | $539.1k | <0.1% | 26,636 |  | New +26,636 |
| INVESCO SENIOR LOAN ETF | ETF | $491.3k | <0.1% | 24,118 |  | Reduced −4,187 |
| FIRST TRUST HEALTH CARE ALPHADEX FUND | ETF | $480.4k | <0.1% | 3,925 |  | Reduced −178 |
| ISHARES CORE S&P 500 ETF | ETF | $480.0k | <0.1% | 641 |  | Added +6 |
| FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF | ETF | $442.3k | <0.1% | 21,274 |  | New +21,274 |
| [COSTCO WHOLESALE CORPORATION COM (COST)](/companies/cost.md) | Stock | $441.5k | <0.1% | 472 |  | Unchanged |
| [MASTERCARD INCORPORATED CL A (MA)](/companies/ma.md) | Stock | $394.0k | <0.1% | 767 |  | Added +30 |
| BBH SELECT LARGE CAP ETF | Stock | $388.2k | <0.1% | 22,311 |  | Unchanged |
| ISHARES NATIONAL MUNI BOND ETF | ETF | $379.8k | <0.1% | 3,529 |  | New +3,529 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | $368.7k | <0.1% | 10,896 |  | Unchanged |
| [EXXONMOBIL HOLDINGS CORP COM SHS (XOM)](/companies/xom.md) | Stock | $362.3k | <0.1% | 2,650 |  | New +2,650 |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | ETF | $361.6k | <0.1% | 4,461 |  | Added +120 |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | ETF | $356.2k | <0.1% | 5,860 |  | Unchanged |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | ETF | $353.5k | <0.1% | 1,031 |  | Unchanged |
| SCHWAB U.S. LARGE-CAP ETF | ETF | $351.0k | <0.1% | 11,925 |  | Reduced −844 |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | $346.8k | <0.1% | 10,936 |  | Reduced −732 |
| [PALANTIR TECHNOLOGIES INC CL A (PLTR)](/companies/pltr.md) | Stock | $336.9k | <0.1% | 2,888 |  | Reduced −33,549 |
| [QUANTA SVCS INC COM (PWR)](/companies/pwr.md) | Stock | $326.9k | <0.1% | 454 |  | Added +2 |
| NATIXIS GATEWAY QUALITY INCOME ETF | ETF | $323.4k | <0.1% | 5,465 |  | Unchanged |
| INVESCO S&P 500 TOP 50 ETF | ETF | $320.2k | <0.1% | 5,230 |  | Unchanged |
| ISHARES GLOBAL TECH ETF | ETF | $312.1k | <0.1% | 2,160 |  | Unchanged |
| [TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TSM)](/companies/tsm.md) | ADR | $309.0k | <0.1% | 647 |  | Added +567 |
| GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | ETF | $302.3k | <0.1% | 5,130 |  | Unchanged |
| VANGUARD RUSSELL 1000 GROWTH ETF | ETF | $293.1k | <0.1% | 2,293 |  | Unchanged |
| STATE STREET SPDR MSCI ACWI EX-US ETF | ETF | $283.8k | <0.1% | 6,979 |  | Unchanged |
| FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | ETF | $280.9k | <0.1% | 1,465 |  | Unchanged |
| DIMENSIONAL U.S. TARGETED VALUE ETF | ETF | $272.6k | <0.1% | 3,900 |  | Unchanged |
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | ETF | $263.3k | <0.1% | 2,249 |  | Added +2,226 |
| ISHARES CORE S&P MID-CAP ETF | ETF | $250.0k | <0.1% | 3,242 |  | Unchanged |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | $246.6k | <0.1% | 2,885 |  | Unchanged |
| VANGUARD MID-CAP GROWTH ETF | ETF | $241.1k | <0.1% | 787 |  | Reduced −330 |
| [ADAMS DIVERSIFIED EQUITY FD COM (ADX)](/companies/adx.md) | CEF | $240.0k | <0.1% | 9,392 |  | Unchanged |
| [CATERPILLAR INC COM (CAT)](/companies/cat.md) | Stock | $239.6k | <0.1% | 225 |  | Added +13 |
| SCHWAB U.S. LARGE-CAP VALUE ETF | ETF | $239.2k | <0.1% | 6,873 |  | Unchanged |
| ISHARES RUSSELL 2000 ETF | ETF | $235.9k | <0.1% | 785 |  | Unchanged |
| [CINTAS CORP COM (CTAS)](/companies/ctas.md) | Stock | $232.3k | <0.1% | 1,366 |  | Unchanged |
| JPMORGAN EQUITY FOCUS ETF | ETF | $213.5k | <0.1% | 2,658 |  | Reduced −641 |
| [INTEL CORP COM (INTC)](/companies/intc.md) | Stock | $209.6k | <0.1% | 1,501 |  | Added +863 |
| [PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN (PAA)](/companies/paa.md) | Stock | $209.2k | <0.1% | 9,399 |  | Unchanged |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | $198.8k | <0.1% | 206 |  | Added +6 |
| [PLANET LABS PBC COM CL A (PL)](/companies/pl.md) | Stock | $198.4k | <0.1% | 5,989 |  | Unchanged |
| [DEERE & CO COM (DE)](/companies/de.md) | Stock | $197.3k | <0.1% | 311 |  | Added +217 |
| ISHARES MSCI EAFE ETF | ETF | $186.2k | <0.1% | 1,792 |  | New +1,792 |
| TRANE TECHNOLOGIES PLC SHS | Stock | $171.9k | <0.1% | 350 |  | Unchanged |
| VANGUARD MID-CAP VALUE ETF | ETF | $170.5k | <0.1% | 863 |  | Reduced −60 |
| VANGUARD LARGE-CAP ETF | ETF | $170.2k | <0.1% | 495 |  | Added +98 |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | ETF | $169.5k | <0.1% | 4,116 |  | Unchanged |
| VANGUARD S&P MID-CAP 400 GROWTH ETF | ETF | $169.4k | <0.1% | 1,158 |  | Unchanged |
| [SYNOPSYS INC COM (SNPS)](/companies/snps.md) | Stock | $158.4k | <0.1% | 355 |  | Unchanged |
| [ORANGE CNTY BANCORP INC COM (OBT)](/companies/obt.md) | Stock | $150.8k | <0.1% | 4,100 |  | New +4,100 |
| JPMORGAN U.S. QUALITY FACTOR ETF | ETF | $149.3k | <0.1% | 2,066 |  | Unchanged |
| [HOME DEPOT INC COM (HD)](/companies/hd.md) | Stock | $144.6k | <0.1% | 410 |  | Reduced −243 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | $141.5k | <0.1% | 598 |  | Unchanged |
| ISHARES 0-3 MONTH TREASURY BOND ETF | ETF | $141.0k | <0.1% | 1,401 |  | Reduced −5,240 |
| LINDE PLC SHS | Stock | $136.5k | <0.1% | 263 |  | Unchanged |
| [RITHM CAPITAL CORP COM NEW (RITM)](/companies/ritm.md) | REIT | $133.8k | <0.1% | 14,254 |  | Unchanged |
| [SPDR GOLD SHARES (GLD)](/companies/gld.md) | ETF | $133.7k | <0.1% | 363 |  | Reduced −21 |
| [UMB FINL CORP COM (UMBF)](/companies/umbf.md) | Stock | $130.6k | <0.1% | 915 |  | New +915 |
| [SALESFORCE INC COM (CRM)](/companies/crm.md) | Stock | $127.4k | <0.1% | 813 |  | Unchanged |
| FIRST TRUST ACTIVE FACTOR LARGE CAP ETF | ETF | $126.0k | <0.1% | 2,902 |  | Unchanged |
| [T-MOBILE US INC COM (TMUS)](/companies/tmus.md) | Stock | $123.1k | <0.1% | 734 |  | Reduced −225 |
| [GENERAL DYNAMICS CORP COM (GD)](/companies/gd.md) | Stock | $122.2k | <0.1% | 345 |  | Unchanged |
| [VICOR CORP COM (VICR)](/companies/vicr.md) | Stock | $121.9k | <0.1% | 321 |  | Added +61 |
| [PAYCHEX INC COM (PAYX)](/companies/payx.md) | Stock | $120.7k | <0.1% | 1,227 |  | Added +21 |
| [MICRON TECHNOLOGY INC COM (MU)](/companies/mu.md) | Stock | $116.6k | <0.1% | 101 |  | New +101 |
| [ORACLE CORP COM (ORCL)](/companies/orcl.md) | Stock | $116.5k | <0.1% | 795 |  | Reduced −5,475 |
| [TJX COS INC NEW COM (TJX)](/companies/tjx.md) | Stock | $115.3k | <0.1% | 761 |  | Reduced −5,905 |
| [EDWARDS LIFESCIENCES CORP COM (EW)](/companies/ew.md) | Stock | $112.6k | <0.1% | 1,245 |  | Unchanged |
| [MORGAN STANLEY COM NEW (MS)](/companies/ms.md) | Stock | $112.3k | <0.1% | 537 |  | Added +112 |
| [COCA COLA CO COM (KO)](/companies/ko.md) | Stock | $111.6k | <0.1% | 1,373 |  | Reduced −33 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | $111.4k | <0.1% | 1,563 |  | Reduced −854 |
| VICTORYSHARES WESTEND U.S. SECTOR ETF | ETF | $111.1k | <0.1% | 2,179 |  | Reduced −5,826 |
| [CORNING INC COM (GLW)](/companies/glw.md) | Stock | $107.0k | <0.1% | 419 |  | Added +272 |
| [S&P GLOBAL INC COM (SPGI)](/companies/spgi.md) | Stock | $106.7k | <0.1% | 262 |  | Unchanged |
| [UNITEDHEALTH GROUP INC COM (UNH)](/companies/unh.md) | Stock | $106.4k | <0.1% | 256 |  | Added +51 |
| ISHARES CORE S&P SMALL CAP ETF | ETF | $103.7k | <0.1% | 699 |  | Unchanged |
| [STRYKER CORPORATION COM (SYK)](/companies/syk.md) | Stock | $98.0k | <0.1% | 311 |  | Reduced −800 |
| [DELTA AIR LINES INC COM NEW (DAL)](/companies/dal.md) | Stock | $97.6k | <0.1% | 1,042 |  | Unchanged |
| [EVERSOURCE ENERGY COM (ES)](/companies/es.md) | Stock | $97.3k | <0.1% | 1,347 |  | Unchanged |
| [CROWDSTRIKE HLDGS INC CL A (CRWD)](/companies/crwd.md) | Stock | $96.9k | <0.1% | 127 |  | Added +2 |
| FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | ETF | $95.2k | <0.1% | 829 |  | Reduced −51 |
| [UNITED AIRLS HLDGS INC COM (UAL)](/companies/ual.md) | Stock | $94.1k | <0.1% | 692 |  | Unchanged |
| [MARVELL TECHNOLOGY INC COM (MRVL)](/companies/mrvl.md) | Stock | $93.8k | <0.1% | 315 |  | Added +65 |
| ISHARES RUSSELL MID-CAP VALUE ETF | ETF | $87.4k | <0.1% | 531 |  | Reduced −121 |
| FT VEST LADDERED BUFFER ETF | ETF | $87.2k | <0.1% | 2,387 |  | Added +241 |
| [NETFLIX INC. COM (NFLX)](/companies/nflx.md) | Stock | $85.0k | <0.1% | 1,190 |  | Reduced −132 |
| [CUMMINS INC COM (CMI)](/companies/cmi.md) | Stock | $83.4k | <0.1% | 117 |  | Reduced −2,851 |
| [HCA HEALTHCARE INC COM (HCA)](/companies/hca.md) | Stock | $81.1k | <0.1% | 208 |  | Added +6 |
| [ISHARES SILVER TRUST (SLV)](/companies/slv.md) | ETF | $80.6k | <0.1% | 1,507 |  | Reduced −53 |
| [AMPHENOL CORP CL A (APH)](/companies/aph.md) | Stock | $80.4k | <0.1% | 456 |  | Added +6 |
| [THERMO FISHER SCIENTIFIC INC COM (TMO)](/companies/tmo.md) | Stock | $80.2k | <0.1% | 160 |  | Reduced −2,440 |
| [CME GROUP INC COM (CME)](/companies/cme.md) | Stock | $79.1k | <0.1% | 358 |  | Reduced −362 |
| [MARATHON PETE CORP COM (MPC)](/companies/mpc.md) | Stock | $78.0k | <0.1% | 305 |  | Unchanged |
| [DISNEY WALT CO COM (DIS)](/companies/dis.md) | Stock | $77.4k | <0.1% | 804 |  | Added +33 |
| [PARKER-HANNIFIN CORP COM (PH)](/companies/ph.md) | Stock | $77.3k | <0.1% | 79 |  | Unchanged |
| [CINCINNATI FINL CORP COM (CINF)](/companies/cinf.md) | Stock | $75.9k | <0.1% | 410 |  | Unchanged |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | ETF | $73.7k | <0.1% | 628 |  | Reduced −40 |
| [RTX CORPORATION COM (RTX)](/companies/rtx.md) | Stock | $73.6k | <0.1% | 388 |  | Reduced −1,095 |
| [AMGEN INC COM (AMGN)](/companies/amgn.md) | Stock | $70.6k | <0.1% | 195 |  | Reduced −955 |
| [US BANCORP COM NEW (USB)](/companies/usb.md) | Stock | $69.9k | <0.1% | 1,157 |  | Unchanged |
| INVESCO LARGE CAP GROWTH ETF | ETF | $69.3k | <0.1% | 411 |  | Unchanged |
| ISHARES U.S. TECHNOLOGY ETF | ETF | $68.1k | <0.1% | 270 |  | Unchanged |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | ETF | $67.8k | <0.1% | 822 |  | Added +278 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | $64.1k | <0.1% | 390 |  | Reduced −40 |
| [WABTEC COM (WAB)](/companies/wab.md) | Stock | $63.6k | <0.1% | 236 |  | Added +1 |
| NXP SEMICONDUCTORS N V COM | Stock | $63.2k | <0.1% | 225 |  | Unchanged |
| BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | Stock | $61.9k | <0.1% | 1,697 |  | Unchanged |
| VANGUARD RUSSELL 3000 ETF | ETF | $59.7k | <0.1% | 180 |  | Reduced −17 |
| [L3HARRIS TECHNOLOGIES INC COM (LHX)](/companies/lhx.md) | Stock | $59.0k | <0.1% | 203 |  | Unchanged |
| SPOTIFY TECHNOLOGY S A SHS | Stock | $58.3k | <0.1% | 127 |  | Unchanged |
| [FLOWSERVE CORP COM (FLS)](/companies/fls.md) | Stock | $58.2k | <0.1% | 785 |  | Unchanged |
| [CENTENE CORP DEL COM (CNC)](/companies/cnc.md) | Stock | $57.2k | <0.1% | 891 |  | Unchanged |
| [ABBOTT LABORATORIES COM (ABT)](/companies/abt.md) | Stock | $56.4k | <0.1% | 621 |  | Reduced −2,631 |
| [NUCOR CORP COM (NUE)](/companies/nue.md) | Stock | $55.7k | <0.1% | 250 |  | New +250 |
| [GE VERNOVA INC COM (GEV)](/companies/gev.md) | Stock | $55.2k | <0.1% | 47 |  | Added +39 |
| [AMERICAN EXPRESS CO COM (AXP)](/companies/axp.md) | Stock | $55.1k | <0.1% | 163 |  | Added +10 |
| [TRUIST FINL CORP COM (TFC)](/companies/tfc.md) | Stock | $54.5k | <0.1% | 1,094 |  | Added +31 |
| [CITIGROUP INC COM NEW (C)](/companies/c.md) | Stock | $54.2k | <0.1% | 387 |  | Added +99 |
| AVANTIS U.S. LARGE CAP VALUE ETF | ETF | $51.7k | <0.1% | 567 |  | Reduced −141 |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | ETF | $51.4k | <0.1% | 194 |  | Unchanged |
| WISDOMTREE ENHANCED COMMODITY STRATEGY FUND | ETF | $50.7k | <0.1% | 2,238 |  | Unchanged |
| [CAPRICOR THERAPEUTICS INC COM NEW (CAPR)](/companies/capr.md) | Stock | $50.6k | <0.1% | 2,100 |  | Unchanged |
| [BOEING CO COM (BA)](/companies/ba.md) | Stock | $50.2k | <0.1% | 232 |  | Unchanged |
| FIRST TRUST WCM INTERNATIONAL EQUITY ETF | ETF | $50.2k | <0.1% | 2,565 |  | Added +353 |
| [MICROCHIP TECHNOLOGY INC. COM (MCHP)](/companies/mchp.md) | Stock | $50.0k | <0.1% | 548 |  | Unchanged |
| [VERTIV HOLDINGS CO COM CL A (VRT)](/companies/vrt.md) | Stock | $49.6k | <0.1% | 148 |  | Added +69 |
| [LOWES COS INC COM (LOW)](/companies/low.md) | Stock | $49.4k | <0.1% | 224 |  | Reduced −17 |
| [ARISTA NETWORKS INC COM SHS (ANET)](/companies/anet.md) | Stock | $49.3k | <0.1% | 290 |  | Added +13 |
| [BOOKING HOLDINGS INC COM (BKNG)](/companies/bkng.md) | Stock | $49.0k | <0.1% | 275 |  | Added +264 |
| [GILEAD SCIENCES INC COM (GILD)](/companies/gild.md) | Stock | $48.9k | <0.1% | 387 |  | Added +10 |
| NUVEEN ESG DIVIDEND ETF | ETF | $48.7k | <0.1% | 1,496 |  | Unchanged |
| [CVS HEALTH CORP COM (CVS)](/companies/cvs.md) | Stock | $48.5k | <0.1% | 469 |  | Added +61 |
| [CITIZENS FINL GROUP INC COM (CFG)](/companies/cfg.md) | Stock | $47.6k | <0.1% | 680 |  | Unchanged |
| CHUBB LIMITED COM | Stock | $46.0k | <0.1% | 135 |  | Added +6 |
| [WELLS FARGO & CO COM (WFC)](/companies/wfc.md) | Stock | $45.6k | <0.1% | 552 |  | Added +44 |
| [HALLIBURTON CO COM (HAL)](/companies/hal.md) | Stock | $45.4k | <0.1% | 1,337 |  | Added +99 |
| [FORD MTR CO COM (F)](/companies/f.md) | Stock | $45.1k | <0.1% | 3,244 |  | Unchanged |
| [INTUITIVE SURGICAL INC COM NEW (ISRG)](/companies/isrg.md) | Stock | $44.9k | <0.1% | 113 |  | Reduced −70 |
| [KINDER MORGAN INC DEL COM (KMI)](/companies/kmi.md) | Stock | $44.9k | <0.1% | 1,405 |  | Unchanged |
| [QUALCOMM INC COM (QCOM)](/companies/qcom.md) | Stock | $44.4k | <0.1% | 240 |  | Unchanged |
| [COMFORT SYS USA INC COM (FIX)](/companies/fix.md) | Stock | $43.6k | <0.1% | 22 |  | Unchanged |
| [BIOGEN INC COM (BIIB)](/companies/biib.md) | Stock | $42.8k | <0.1% | 198 |  | Unchanged |
| [AFLAC INC COM (AFL)](/companies/afl.md) | Stock | $42.4k | <0.1% | 362 |  | Added +50 |
| INVESCO S&P 500 REVENUE ETF | ETF | $42.4k | <0.1% | 332 |  | Unchanged |
| [ENTERGY CORP NEW COM (ETR)](/companies/etr.md) | Stock | $41.8k | <0.1% | 364 |  | Added +14 |
| [AMERICAN ELEC PWR CO INC COM (AEP)](/companies/aep.md) | Stock | $40.8k | <0.1% | 298 |  | Unchanged |
| ISHARES S&P 500 GROWTH ETF | ETF | $40.2k | <0.1% | 292 |  | Unchanged |
| [BLOOM ENERGY CORP COM CL A (BE)](/companies/be.md) | Stock | $40.0k | <0.1% | 132 |  | Added +2 |
| [SHOPIFY INC CL A SUB VTG SHS (SHOP)](/companies/shop.md) | Stock | $39.6k | <0.1% | 347 |  | Reduced −131 |
| [GENERAC HLDGS INC COM (GNRC)](/companies/gnrc.md) | Stock | $39.5k | <0.1% | 135 |  | Reduced −15,226 |
| [BLACKROCK INC COM (BLK)](/companies/blk.md) | Stock | $39.4k | <0.1% | 41 |  | Unchanged |
| VANECK SEMICONDUCTOR ETF | ETF | $39.4k | <0.1% | 60 |  | Unchanged |
| [OCCIDENTAL PETE CORP COM (OXY)](/companies/oxy.md) | Stock | $38.8k | <0.1% | 798 |  | Unchanged |
| [ISHARES BITCOIN TRUST ETF (IBIT)](/companies/ibit.md) | ETF | $38.1k | <0.1% | 1,146 |  | Unchanged |
| [CAPITAL ONE FINL CORP COM (COF)](/companies/cof.md) | Stock | $37.9k | <0.1% | 189 |  | Added +39 |
| [CANADIAN NAT RES LTD MED TERM COM (CNQ)](/companies/cnq.md) | Stock | $37.7k | <0.1% | 954 |  | Unchanged |
| [AUTOMATIC DATA PROCESSING INC COM (ADP)](/companies/adp.md) | Stock | $37.4k | <0.1% | 167 |  | Reduced −50 |
| [PROLOGIS INC. COM (PLD)](/companies/pld.md) | REIT | $37.0k | <0.1% | 273 |  | Added +10 |
| [MANULIFE FINL CORP COM (MFC)](/companies/mfc.md) | Stock | $36.5k | <0.1% | 902 |  | Reduced −5,386 |
| [SNAP ON INC COM (SNA)](/companies/sna.md) | Stock | $35.8k | <0.1% | 89 |  | Added +8 |
| FIRST TRUST MANAGED MUNICIPAL ETF | ETF | $35.4k | <0.1% | 689 |  | Reduced −118 |
| AKRE FOCUS ETF | ETF | $34.8k | <0.1% | 655 |  | Reduced −88 |
| VANGUARD MEGA CAP GROWTH ETF | ETF | $34.7k | <0.1% | 395 |  | New +395 |
| [NORTHROP GRUMMAN CORP COM (NOC)](/companies/noc.md) | Stock | $34.6k | <0.1% | 68 |  | Unchanged |
| [SNOWFLAKE INC COM SHS (SNOW)](/companies/snow.md) | Stock | $34.4k | <0.1% | 135 |  | Unchanged |
| [WEC ENERGY GROUP INC COM (WEC)](/companies/wec.md) | Stock | $34.3k | <0.1% | 294 |  | Unchanged |
| [AMERICAN WTR WKS CO INC NEW COM (AWK)](/companies/awk.md) | Stock | $34.2k | <0.1% | 260 |  | Unchanged |
| [KEYCORP COM (KEY)](/companies/key.md) | Stock | $34.0k | <0.1% | 1,476 |  | Unchanged |
| [PHILLIPS 66 COM (PSX)](/companies/psx.md) | Stock | $33.8k | <0.1% | 200 |  | Unchanged |
| [IDEX CORP COM (IEX)](/companies/iex.md) | Stock | $33.6k | <0.1% | 148 |  | Unchanged |
| [STANLEY BLACK & DECKER INC COM (SWK)](/companies/swk.md) | Stock | $33.3k | <0.1% | 354 |  | Unchanged |
| [ADOBE INC COM (ADBE)](/companies/adbe.md) | Stock | $33.2k | <0.1% | 162 |  | Unchanged |
| [CARVANA CO CL A (CVNA)](/companies/cvna.md) | Stock | $32.9k | <0.1% | 500 |  | Added +400 |
| [TTM TECHNOLOGIES INC COM (TTMI)](/companies/ttmi.md) | Stock | $31.2k | <0.1% | 167 |  | Added +137 |
| [MOTOROLA SOLUTIONS INC COM NEW (MSI)](/companies/msi.md) | Stock | $31.1k | <0.1% | 75 |  | Unchanged |
| [FIFTH THIRD BANCORP COM (FITB)](/companies/fitb.md) | Stock | $30.7k | <0.1% | 545 |  | Unchanged |
| [FIRSTENERGY CORP COM (FE)](/companies/fe.md) | Stock | $30.7k | <0.1% | 646 |  | Reduced −445 |
| GLOBAL X SILVER MINERS ETF | ETF | $30.5k | <0.1% | 394 |  | Unchanged |
| [DEVON ENERGY CORP NEW COM (DVN)](/companies/dvn.md) | Stock | $30.4k | <0.1% | 735 |  | New +735 |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | ETF | $30.2k | <0.1% | 621 |  | Added +97 |
| [WATSCO INC COM (WSO)](/companies/wso.md) | Stock | $30.0k | <0.1% | 72 |  | Added +5 |
| [CULLEN FROST BANKERS INC COM (CFR)](/companies/cfr.md) | Stock | $30.0k | <0.1% | 194 |  | Unchanged |
| ROYALTY PHARMA PLC SHS CLASS A | Stock | $29.9k | <0.1% | 534 |  | Unchanged |
| [VENTAS INC COM (VTR)](/companies/vtr.md) | REIT | $29.5k | <0.1% | 332 |  | Unchanged |
| [AMERICAN TOWER CORP COM (AMT)](/companies/amt.md) | REIT | $29.4k | <0.1% | 180 |  | Unchanged |
| [SLB LIMITED COM STK (SLB)](/companies/slb.md) | Stock | $29.3k | <0.1% | 630 |  | Added +98 |
| [BALL CORP COM (BALL)](/companies/ball.md) | Stock | $29.3k | <0.1% | 469 |  | Unchanged |
| [UNITED PARCEL SVCS INC CL B (UPS)](/companies/ups.md) | Stock | $29.0k | <0.1% | 270 |  | Reduced −9,062 |
| [SERVICENOW INC COM (NOW)](/companies/now.md) | Stock | $28.8k | <0.1% | 290 |  | Unchanged |
| [CONSTELLATION BRANDS INC CL A (STZ)](/companies/stz.md) | Stock | $28.5k | <0.1% | 205 |  | Unchanged |
| NEBIUS GROUP N.V. SHS CLASS A | Stock | $28.2k | <0.1% | 102 |  | New +102 |
| [MDU RES GROUP INC COM (MDU)](/companies/mdu.md) | Stock | $28.1k | <0.1% | 1,324 |  | Unchanged |
| [MID-AMER APT CMNTYS INC COM (MAA)](/companies/maa.md) | REIT | $27.6k | <0.1% | 199 |  | Reduced −41 |
| [ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN (AB)](/companies/ab.md) | Stock | $27.6k | <0.1% | 783 |  | Unchanged |
| [INTERNATIONAL FLAVORS&FRAGRANC COM (IFF)](/companies/iff.md) | Stock | $27.4k | <0.1% | 346 |  | Added +36 |
| [NISOURCE INC COM (NI)](/companies/ni.md) | Stock | $27.1k | <0.1% | 570 |  | Unchanged |
| VANECK GOLD MINERS ETF | ETF | $27.0k | <0.1% | 358 |  | Unchanged |
| [INTERNATIONAL BUSINESS MACHS COM (IBM)](/companies/ibm.md) | Stock | $27.0k | <0.1% | 96 |  | Reduced −247 |
| [EQUITY LIFESTYLE PROPERTIES COM (ELS)](/companies/els.md) | REIT | $26.8k | <0.1% | 416 |  | Unchanged |
| [NOV INC COM (NOV)](/companies/nov.md) | Stock | $26.5k | <0.1% | 1,431 |  | Unchanged |
| [SCHWAB CHARLES CORP COM (SCHW)](/companies/schw.md) | Stock | $26.3k | <0.1% | 285 |  | Added +5 |
| [DUKE ENERGY CORP NEW COM NEW (DUK)](/companies/duk.md) | Stock | $25.9k | <0.1% | 205 |  | Unchanged |
| F/M US TREASURY 3 MONTH BILL FUND | ETF | $25.9k | <0.1% | 520 |  | Unchanged |
| [FORTIVE CORP COM (FTV)](/companies/ftv.md) | Stock | $25.5k | <0.1% | 417 |  | Unchanged |
| VANGUARD MEGA CAP VALUE ETF | ETF | $23.9k | <0.1% | 146 |  | New +146 |
| [OLD DOMINION FREIGHT LINE INC COM (ODFL)](/companies/odfl.md) | Stock | $23.8k | <0.1% | 110 |  | Unchanged |
| INVESCO S&P MIDCAP MOMENTUM ETF | ETF | $23.1k | <0.1% | 136 |  | Reduced −40 |
| [NEWMONT CORP COM (NEM)](/companies/nem.md) | Stock | $23.0k | <0.1% | 246 |  | Reduced −17 |
| [HUNTINGTON BANCSHARES INC COM (HBAN)](/companies/hban.md) | Stock | $22.4k | <0.1% | 1,264 |  | Unchanged |
| [ROYAL GOLD INC COM (RGLD)](/companies/rgld.md) | Stock | $22.4k | <0.1% | 112 |  | Reduced −4,705 |
| [PFIZER INC COM (PFE)](/companies/pfe.md) | Stock | $22.3k | <0.1% | 924 |  | Reduced −1,104 |
| [CIENA CORP COM NEW (CIEN)](/companies/cien.md) | Stock | $22.1k | <0.1% | 45 |  | New +45 |
| [SAP SE SPON ADR (SAP)](/companies/sap.md) | ADR | $22.0k | <0.1% | 143 |  | Unchanged |
| [PUBLIC SVC ENTERPRISE GROUP COM (PEG)](/companies/peg.md) | Stock | $21.8k | <0.1% | 268 |  | Added +38 |
| [VULCAN MATLS CO COM (VMC)](/companies/vmc.md) | Stock | $21.5k | <0.1% | 73 |  | Unchanged |
| [NOKIA CORP SPONSORED ADR (NOK)](/companies/nok.md) | ADR | $21.2k | <0.1% | 1,599 |  | New +1,599 |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | ETF | $20.6k | <0.1% | 477 |  | Added +129 |
| [NVR INC COM (NVR)](/companies/nvr.md) | Stock | $20.4k | <0.1% | 3 |  | Added +1 |
| [SEMPRA COM (SRE)](/companies/sre.md) | Stock | $20.4k | <0.1% | 220 |  | Unchanged |
| VANGUARD VALUE ETF | ETF | $19.8k | <0.1% | 91 |  | Unchanged |
| [APPLIED DIGITAL CORP COM NEW (APLD)](/companies/apld.md) | Stock | $19.8k | <0.1% | 530 |  | New +530 |
| [HOWMET AEROSPACE INC COM (HWM)](/companies/hwm.md) | Stock | $19.6k | <0.1% | 73 |  | Unchanged |
| [FIVE STAR BANCORP COM (FSBC)](/companies/fsbc.md) | Stock | $19.5k | <0.1% | 400 |  | New +400 |
| [CENTRUS ENERGY CORP CL A (LEU)](/companies/leu.md) | Stock | $19.3k | <0.1% | 115 |  | Unchanged |
| AVANTIS U.S. EQUITY ETF | ETF | $19.0k | <0.1% | 148 |  | Unchanged |
| [CONSOLIDATED EDISON INC COM (ED)](/companies/ed.md) | Stock | $18.8k | <0.1% | 170 |  | Unchanged |
| [BRIGHTHOUSE FINL INC COM (BHF)](/companies/bhf.md) | Stock | $18.8k | <0.1% | 297 |  | Unchanged |
| [STARBUCKS CORP COM (SBUX)](/companies/sbux.md) | Stock | $18.4k | <0.1% | 180 |  | Unchanged |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | $18.3k | <0.1% | 147 |  | Reduced −76 |
| [METLIFE INC COM (MET)](/companies/met.md) | Stock | $18.2k | <0.1% | 215 |  | Unchanged |
| UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF | ETF | $18.0k | <0.1% | 355 |  | Unchanged |
| [ADAPTIVE BIOTECHNOLOGIES CORP COM (ADPT)](/companies/adpt.md) | Stock | $17.8k | <0.1% | 830 |  | Unchanged |
| [NAVITAS SEMICONDUCTOR CORP COM (NVTS)](/companies/nvts.md) | Stock | $17.7k | <0.1% | 990 |  | New +990 |
| [MARKEL GROUP INC COM (MKL)](/companies/mkl.md) | Stock | $17.6k | <0.1% | 9 |  | Unchanged |
| ISHARES CORE S&P U.S. GROWTH ETF | ETF | $17.3k | <0.1% | 92 |  | Unchanged |
| [LAM RESEARCH CORP COM NEW (LRCX)](/companies/lrcx.md) | Stock | $16.9k | <0.1% | 39 |  | Reduced −9,892 |
| [REGENERON PHARMACEUTICALS COM (REGN)](/companies/regn.md) | Stock | $16.8k | <0.1% | 27 |  | Reduced −5 |
| [URANIUM ENERGY CORP COM (UEC)](/companies/uec.md) | Stock | $16.7k | <0.1% | 1,570 |  | Unchanged |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | ETF | $16.3k | <0.1% | 306 |  | Unchanged |
| [LIBERTY ENERGY INC COM CL A (LBRT)](/companies/lbrt.md) | Stock | $16.2k | <0.1% | 620 |  | Unchanged |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | ETF | $16.1k | <0.1% | 378 |  | Added +108 |
| [AUTOZONE INC COM (AZO)](/companies/azo.md) | Stock | $16.0k | <0.1% | 5 |  | New +5 |
| [DELL TECHNOLOGIES INC CL C (DELL)](/companies/dell.md) | Stock | $16.0k | <0.1% | 37 |  | Added +3 |
| [WP CAREY INC COM (WPC)](/companies/wpc.md) | REIT | $15.9k | <0.1% | 222 |  | Unchanged |
| [EQUINIX INC COM (EQIX)](/companies/eqix.md) | REIT | $15.6k | <0.1% | 15 |  | Added +4 |
| [PROGRESSIVE CORP COM (PGR)](/companies/pgr.md) | Stock | $15.3k | <0.1% | 70 |  | New +70 |
| [LULULEMON ATHLETICA INC COM (LULU)](/companies/lulu.md) | Stock | $15.1k | <0.1% | 132 |  | Unchanged |
| [SPACE EXPLORATION TECHN CORP CLASS A COM STK (SPCX)](/companies/spcx.md) | Stock | $14.9k | <0.1% | 87 |  | New +87 |
| [ALBEMARLE CORP COM (ALB)](/companies/alb.md) | Stock | $14.9k | <0.1% | 110 |  | Unchanged |
| [OKLO INC COM CL A (OKLO)](/companies/oklo.md) | Stock | $14.3k | <0.1% | 274 |  | Unchanged |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | ETF | $13.9k | <0.1% | 166 |  | Unchanged |
| [REPUBLIC SVCS INC COM (RSG)](/companies/rsg.md) | Stock | $13.8k | <0.1% | 65 |  | Unchanged |
| XTRACKERS RUSSELL US MULTIFACTOR ETF | ETF | $13.4k | <0.1% | 205 |  | Unchanged |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | $13.3k | <0.1% | 49 |  | Unchanged |
| [PRINCETON BANCORP INC COM (BPRN)](/companies/bprn.md) | Stock | $13.3k | <0.1% | 350 |  | New +350 |
| [COLUMBIA SELIGM PREM TECH GRW COM (STK)](/companies/stk.md) | CEF | $13.1k | <0.1% | 243 |  | Unchanged |
| ARK INNOVATION ETF | ETF | $12.2k | <0.1% | 151 |  | Reduced −920 |
| TCW TRANSFORM 500 ETF | ETF | $11.9k | <0.1% | 135 |  | Unchanged |
| [VISTRA CORP COM (VST)](/companies/vst.md) | Stock | $11.9k | <0.1% | 75 |  | Added +4 |
| [THE TRADE DESK INC COM CL A (TTD)](/companies/ttd.md) | Stock | $11.6k | <0.1% | 642 |  | Unchanged |
| [SPHERE ENTERTAINMENT CO CL A (SPHR)](/companies/sphr.md) | Stock | $11.6k | <0.1% | 67 |  | Unchanged |
| [HARTFORD INSURANCE GROUP INC COM (HIG)](/companies/hig.md) | Stock | $11.3k | <0.1% | 85 |  | Unchanged |
| [CONAGRA BRANDS INC COM (CAG)](/companies/cag.md) | Stock | $11.1k | <0.1% | 827 |  | Unchanged |
| ARCH CAP GROUP LTD ORD | Stock | $11.0k | <0.1% | 113 |  | New +113 |
| [DANAHER CORP DEL COM (DHR)](/companies/dhr.md) | Stock | $10.5k | <0.1% | 55 |  | Reduced −55 |
| ISHARES S&P 100 ETF | ETF | $10.2k | <0.1% | 28 |  | New +28 |
| [ENTERPRISE PRODS PARTNERS L P COM (EPD)](/companies/epd.md) | Stock | $10.0k | <0.1% | 273 |  | Unchanged |
| [SHELL PLC SPON ADS (SHEL)](/companies/shel.md) | ADR | $10.0k | <0.1% | 129 |  | Unchanged |
| [AIR PRODUCTS AND CHEMICALS INC COM (APD)](/companies/apd.md) | Stock | $9.7k | <0.1% | 33 |  | Reduced −624 |
| FIRST TRUST BUYWRITE INCOME ETF | ETF | $9.3k | <0.1% | 388 |  | New +388 |
| [MODINE MFG CO COM (MOD)](/companies/mod.md) | Stock | $8.8k | <0.1% | 33 |  | Unchanged |
| ALERIAN ENERGY INFRASTRUCTURE ETF | ETF | $8.8k | <0.1% | 230 |  | Unchanged |
| [ONEMAIN HLDGS INC COM (OMF)](/companies/omf.md) | Stock | $8.5k | <0.1% | 140 |  | Unchanged |
| [ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS (ASX)](/companies/asx.md) | ADR | $8.0k | <0.1% | 177 |  | Unchanged |
| [CASEYS GEN STORES INC COM (CASY)](/companies/casy.md) | Stock | $7.9k | <0.1% | 10 |  | New +10 |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | ETF | $7.8k | <0.1% | 76 |  | New +76 |
| [BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT (BSTZ)](/companies/bstz.md) | CEF | $7.8k | <0.1% | 260 |  | Unchanged |
| [VIKING THERAPEUTICS INC COM (VKTX)](/companies/vktx.md) | Stock | $7.8k | <0.1% | 200 |  | Added +50 |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | ETF | $7.8k | <0.1% | 142 |  | Unchanged |
| [SYNCHRONY FINANCIAL COM (SYF)](/companies/syf.md) | Stock | $7.6k | <0.1% | 100 |  | New +100 |
| FTAI AVIATION LTD SHS | Stock | $7.3k | <0.1% | 27 |  | Unchanged |
| [APPLIED MATLS INC COM (AMAT)](/companies/amat.md) | Stock | $7.2k | <0.1% | 10 |  | Added +2 |
| [EOG RES INC COM (EOG)](/companies/eog.md) | Stock | $7.1k | <0.1% | 55 |  | New +55 |
| [CORNERSTONE STRATEGIC INVESTME COM (CLM)](/companies/clm.md) | CEF | $7.0k | <0.1% | 928 |  | Unchanged |
| [FLAGSTAR BANK NATIONAL ASSOCIA COM NEW (FLG)](/companies/flg.md) | Stock | $6.9k | <0.1% | 464 |  | New +464 |
| [OREILLY AUTOMOTIVE INC COM (ORLY)](/companies/orly.md) | Stock | $6.9k | <0.1% | 75 |  | New +75 |
| [CORNERSTONE TOTAL RETURN FD COM (CRF)](/companies/crf.md) | CEF | $6.7k | <0.1% | 940 |  | Unchanged |
| [EXPEDITORS INTL WASH INC COM (EXPD)](/companies/expd.md) | Stock | $6.7k | <0.1% | 41 |  | Reduced −19 |
| ISHARES MSCI SOUTH KOREA ETF | ETF | $6.7k | <0.1% | 33 |  | Unchanged |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | ETF | $6.5k | <0.1% | 122 |  | New +122 |
| [NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS (QQQX)](/companies/qqqx.md) | CEF | $6.4k | <0.1% | 213 |  | Unchanged |
| STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | ETF | $6.4k | <0.1% | 70 |  | New +70 |
| [VIRTUS ARTIFICIAL INTELLIGENCE COM (AIO)](/companies/aio.md) | CEF | $5.6k | <0.1% | 201 |  | Unchanged |
| NUVEEN S&P 500 DYNAMIC OVERWRI COM | CEF | $5.6k | <0.1% | 301 |  | Unchanged |
| [THE CIGNA GROUP COM (CI)](/companies/ci.md) | Stock | $5.2k | <0.1% | 19 |  | Added +13 |
| [NUSCALE PWR CORP CL A COM (SMR)](/companies/smr.md) | Stock | $5.0k | <0.1% | 503 |  | Unchanged |
| [FREEPORT MCMORAN INC CL B (FCX)](/companies/fcx.md) | Stock | $5.0k | <0.1% | 80 |  | Reduced −29,808 |
| [TAKE-TWO INTERACTIVE SOFTWARE COM (TTWO)](/companies/ttwo.md) | Stock | $5.0k | <0.1% | 20 |  | Unchanged |
| [MOODYS CORP COM (MCO)](/companies/mco.md) | Stock | $5.0k | <0.1% | 11 |  | New +11 |
| VANGUARD REAL ESTATE ETF | ETF | $4.8k | <0.1% | 50 |  | Added +6 |
| STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | ETF | $4.8k | <0.1% | 31 |  | Unchanged |
| [OUTLOOK THERAPEUTICS INC COM (OTLK)](/companies/otlk.md) | Stock | $4.8k | <0.1% | 3,000 |  | New +3,000 |
| [TEXAS INSTRS INC COM (TXN)](/companies/txn.md) | Stock | $4.8k | <0.1% | 16 |  | New +16 |
| ISHARES BIOTECHNOLOGY ETF | ETF | $4.8k | <0.1% | 25 |  | Unchanged |
| [EATON VANCE TAX-ADVANTAGED GLO COM (ETO)](/companies/eto.md) | CEF | $4.8k | <0.1% | 154 |  | Unchanged |
| VANGUARD SMALL-CAP GROWTH ETF | ETF | $4.8k | <0.1% | 13 |  | New +13 |
| [EATON VANCE RISK-MANAGED DIVER COM (ETJ)](/companies/etj.md) | CEF | $4.6k | <0.1% | 560 |  | Unchanged |
| [HUT 8 CORP COM (HUT)](/companies/hut.md) | Stock | $4.6k | <0.1% | 40 |  | Reduced −15,700 |
| [SELECT WATER SOLUTIONS INC CL A COM (WTTR)](/companies/wttr.md) | Stock | $4.6k | <0.1% | 231 |  | Unchanged |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | ETF | $4.6k | <0.1% | 24 |  | Unchanged |
| [DOMINOS PIZZA INC COM (DPZ)](/companies/dpz.md) | Stock | $4.4k | <0.1% | 15 |  | New +15 |
| GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | ETF | $4.4k | <0.1% | 50 |  | New +50 |
| [IMMUNITYBIO INC COM (IBRX)](/companies/ibrx.md) | Stock | $4.4k | <0.1% | 500 |  | Unchanged |
| [TEXTRON INC COM (TXT)](/companies/txt.md) | Stock | $4.3k | <0.1% | 47 |  | New +47 |
| [BECTON DICKINSON & CO COM (BDX)](/companies/bdx.md) | Stock | $4.2k | <0.1% | 28 |  | New +28 |
| [NIKE INC CL B (NKE)](/companies/nke.md) | Stock | $4.0k | <0.1% | 97 |  | New +97 |
| [OLD REP INTL CORP COM (ORI)](/companies/ori.md) | Stock | $4.0k | <0.1% | 97 |  | New +97 |
| WEBSTER FINL CORP COM | Stock | $3.8k | <0.1% | 50 |  | New +50 |
| [LAMAR ADVERTISING CO CL A (LAMR)](/companies/lamr.md) | REIT | $3.7k | <0.1% | 24 |  | New +24 |
| [CIRCLE INTERNET GROUP INC COM CL A (CRCL)](/companies/crcl.md) | Stock | $3.6k | <0.1% | 58 |  | New +58 |
| [CHENIERE ENERGY INC COM NEW (LNG)](/companies/lng.md) | Stock | $3.6k | <0.1% | 15 |  | Reduced −6,600 |
| [SIMON PPTY GROUP INC NEW COM (SPG)](/companies/spg.md) | REIT | $3.6k | <0.1% | 16 |  | New +16 |
| [ANALOG DEVICES INC COM (ADI)](/companies/adi.md) | Stock | $3.6k | <0.1% | 9 |  | Added +2 |
| [FASTENAL CO COM (FAST)](/companies/fast.md) | Stock | $3.6k | <0.1% | 74 |  | New +74 |
| [NUTRIEN LTD COM (NTR)](/companies/ntr.md) | Stock | $3.5k | <0.1% | 56 |  | Unchanged |
| [DIAMONDBACK ENERGY INC COM (FANG)](/companies/fang.md) | Stock | $3.5k | <0.1% | 20 |  | New +20 |
| [KNIGHT-SWIFT TRANSN HLDGS INC CL A (KNX)](/companies/knx.md) | Stock | $3.3k | <0.1% | 43 |  | New +43 |
| ICON PUB LTD CO SHS | Stock | $3.3k | <0.1% | 19 |  | New +19 |
| [SS&C TECH HLDGS COM (SSNC)](/companies/ssnc.md) | Stock | $3.3k | <0.1% | 53 |  | New +53 |
| [OSPREY BITCOIN TRUST (OBTC)](/companies/obtc.md) | Stock | $3.3k | <0.1% | 173 |  | New +173 |
| [WESTERN DIGITAL CORP COM (WDC)](/companies/wdc.md) | Stock | $3.2k | <0.1% | 5 |  | New +5 |
| [INVESCO QUALITY MUN INCOME TR COM (IQI)](/companies/iqi.md) | CEF | $3.2k | <0.1% | 313 |  | Unchanged |
| [AGNT INC COM (AGNT)](/companies/agnt.md) | Stock | $3.1k | <0.1% | 580 |  | Unchanged |
| [CORTEVA INC COM (CTVA)](/companies/ctva.md) | Stock | $3.1k | <0.1% | 37 |  | New +37 |
| [FEDEX CORP COM (FDX)](/companies/fdx.md) | Stock | $3.1k | <0.1% | 10 |  | New +10 |
| [DARDEN RESTAURANTS INC COM (DRI)](/companies/dri.md) | Stock | $3.1k | <0.1% | 15 |  | New +15 |
| [PALO ALTO NETWORKS INC COM (PANW)](/companies/panw.md) | Stock | $3.1k | <0.1% | 9 |  | New +9 |
| [MCKESSON CORP COM (MCK)](/companies/mck.md) | Stock | $3.0k | <0.1% | 4 |  | New +4 |
| [CONOCOPHILLIPS COM (COP)](/companies/cop.md) | Stock | $3.0k | <0.1% | 29 |  | New +29 |
| [HEXCEL CORP NEW COM (HXL)](/companies/hxl.md) | Stock | $3.0k | <0.1% | 30 |  | New +30 |
| [ARROW ELECTRS INC COM (ARW)](/companies/arw.md) | Stock | $3.0k | <0.1% | 14 |  | New +14 |
| [PNC FINL SVCS GROUP INC COM (PNC)](/companies/pnc.md) | Stock | $3.0k | <0.1% | 12 |  | New +12 |
| [FERMI INC COM (FRMI)](/companies/frmi.md) | Stock | $2.9k | <0.1% | 320 |  | Unchanged |
| [PRIMORIS SVCS CORP COM (PRIM)](/companies/prim.md) | Stock | $2.9k | <0.1% | 29 |  | Unchanged |
| [SYSCO CORP COM (SYY)](/companies/syy.md) | Stock | $2.8k | <0.1% | 34 |  | New +34 |
| [SANOFI SA SPONSORED ADR (SNY)](/companies/sny.md) | ADR | $2.8k | <0.1% | 65 |  | New +65 |
| [3M CO COM (MMM)](/companies/mmm.md) | Stock | $2.8k | <0.1% | 17 |  | New +17 |
| [EQUIFAX INC COM (EFX)](/companies/efx.md) | Stock | $2.7k | <0.1% | 17 |  | New +17 |
| [OMNICOM GROUP INC COM (OMC)](/companies/omc.md) | Stock | $2.7k | <0.1% | 37 |  | New +37 |
| MEDTRONIC PLC SHS | Stock | $2.7k | <0.1% | 34 |  | Unchanged |
| [GSK PLC SPONSORED ADR (GSK)](/companies/gsk.md) | ADR | $2.6k | <0.1% | 50 |  | New +50 |
| [INTUIT COM (INTU)](/companies/intu.md) | Stock | $2.6k | <0.1% | 10 |  | Unchanged |
| AMDOCS LTD SHS | Stock | $2.6k | <0.1% | 51 |  | New +51 |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | ETF | $2.6k | <0.1% | 9 |  | New +9 |
| [ROSS STORES INC COM (ROST)](/companies/rost.md) | Stock | $2.6k | <0.1% | 12 |  | Reduced −49 |
| [MOHAWK INDS INC COM (MHK)](/companies/mhk.md) | Stock | $2.5k | <0.1% | 21 |  | New +21 |
| [GALLAGHER ARTHUR J & CO COM (AJG)](/companies/ajg.md) | Stock | $2.5k | <0.1% | 11 |  | New +11 |
| [DICKS SPORTING GOODS INC COM (DKS)](/companies/dks.md) | Stock | $2.5k | <0.1% | 11 |  | New +11 |
| [NOVO-NORDISK A S ADR (NVO)](/companies/nvo.md) | ADR | $2.4k | <0.1% | 51 |  | Unchanged |
| [EMERSON ELEC CO COM (EMR)](/companies/emr.md) | Stock | $2.4k | <0.1% | 17 |  | New +17 |
| WILLIS TOWERS WATSON PLC LTD SHS | Stock | $2.4k | <0.1% | 9 |  | New +9 |
| [TARGET CORP COM (TGT)](/companies/tgt.md) | Stock | $2.4k | <0.1% | 18 |  | New +18 |
| [RYMAN HOSPITALITY PPTYS INC COM (RHP)](/companies/rhp.md) | REIT | $2.3k | <0.1% | 18 |  | New +18 |
| [ZOETIS INC CL A (ZTS)](/companies/zts.md) | Stock | $2.3k | <0.1% | 32 |  | Reduced −148 |
| [SANDISK CORP COM (SNDK)](/companies/sndk.md) | Stock | $2.3k | <0.1% | 1 |  | New +1 |
| [INGREDION INC COM (INGR)](/companies/ingr.md) | Stock | $2.3k | <0.1% | 24 |  | New +24 |
| [COMCAST CORP NEW CL A (CMCSA)](/companies/cmcsa.md) | Stock | $2.2k | <0.1% | 88 |  | New +88 |
| [NATIONAL GRID PLC SPONSORED ADR NE (NGG)](/companies/ngg.md) | ADR | $2.2k | <0.1% | 26 |  | New +26 |
| [ALLISON TRANSMISSION HLDGS INC COM (ALSN)](/companies/alsn.md) | Stock | $2.0k | <0.1% | 18 |  | New +18 |
| [LABCORP HOLDINGS INC COM SHS (LH)](/companies/lh.md) | Stock | $2.0k | <0.1% | 7 |  | New +7 |
| [VERIZON COMMUNICATIONS INC COM (VZ)](/companies/vz.md) | Stock | $1.9k | <0.1% | 46 |  | New +46 |
| [CARDINAL HEALTH INC COM (CAH)](/companies/cah.md) | Stock | $1.9k | <0.1% | 8 |  | New +8 |
| [WESTLAKE CORPORATION COM (WLK)](/companies/wlk.md) | Stock | $1.9k | <0.1% | 26 |  | New +26 |
| [ARES MANAGEMENT CORPORATION CL A COM STK (ARES)](/companies/ares.md) | Stock | $1.9k | <0.1% | 17 |  | New +17 |
| [CAE INC COM (CAE)](/companies/cae.md) | Stock | $1.8k | <0.1% | 73 |  | New +73 |
| GRANITESHARES 2X LONG NVDA DAILY ETF | ETF | $1.8k | <0.1% | 60 |  | New +60 |
| [WORLD KINECT CORPORATION COM (WKC)](/companies/wkc.md) | Stock | $1.7k | <0.1% | 53 |  | New +53 |
| [COGNIZANT TECHNOLOGY SOLUTIONS CL A (CTSH)](/companies/ctsh.md) | Stock | $1.7k | <0.1% | 44 |  | New +44 |
| [STATE STR CORP COM (STT)](/companies/stt.md) | Stock | $1.7k | <0.1% | 10 |  | New +10 |
| [UGI CORP NEW COM (UGI)](/companies/ugi.md) | Stock | $1.7k | <0.1% | 48 |  | New +48 |
| [NATERA INC COM (NTRA)](/companies/ntra.md) | Stock | $1.6k | <0.1% | 6 |  | New +6 |
| FLEX LTD ORD | Stock | $1.6k | <0.1% | 10 |  | New +10 |
| [HONEYWELL INTL INC COM (HON)](/companies/hon.md) | Stock | $1.6k | <0.1% | 7 |  | New +7 |
| [PAYPAL HLDGS INC COM (PYPL)](/companies/pypl.md) | Stock | $1.6k | <0.1% | 36 |  | Unchanged |
| [HONEYWELL AEROSPACE INC COM (HONA)](/companies/hona.md) | Stock | $1.5k | <0.1% | 7 |  | New +7 |
| [MONSTER BEVERAGE CORP NEW COM (MNST)](/companies/mnst.md) | Stock | $1.5k | <0.1% | 16 |  | Reduced −47 |
| [EPAM SYS INC COM (EPAM)](/companies/epam.md) | Stock | $1.5k | <0.1% | 19 |  | New +19 |
| [KENVUE INC COM (KVUE)](/companies/kvue.md) | Stock | $1.5k | <0.1% | 78 |  | New +78 |
| [LKQ CORP COM (LKQ)](/companies/lkq.md) | Stock | $1.5k | <0.1% | 56 |  | New +56 |
| QORVO INC COM | Stock | $1.4k | <0.1% | 15 |  | New +15 |
| STATE STREET SPDR EURO STOXX 50 ETF | ETF | $1.4k | <0.1% | 20 |  | New +20 |
| [FISERV INC COM (FISV)](/companies/fisv.md) | Stock | $1.4k | <0.1% | 28 |  | New +28 |
| [WELLTOWER INC COM (WELL)](/companies/well.md) | REIT | $1.4k | <0.1% | 6 |  | New +6 |
| VANGUARD TOTAL BOND MARKET ETF | ETF | $1.3k | <0.1% | 18 |  | New +18 |
| [BERKLEY W R CORP COM (WRB)](/companies/wrb.md) | Stock | $1.2k | <0.1% | 17 |  | New +17 |
| [BANK OF NY MELLON CORP COM (BNY)](/companies/bny.md) | Stock | $1.2k | <0.1% | 8 |  | New +8 |
| [UNION PAC CORP COM (UNP)](/companies/unp.md) | Stock | $1.1k | <0.1% | 4 |  | New +4 |
| ISHARES MSCI EMERGING MARKETS ETF | ETF | $889 | <0.1% | 13 |  | Unchanged |
| [LUMENTUM HLDGS INC COM (LITE)](/companies/lite.md) | Stock | $858 | <0.1% | 1 |  | New +1 |
| [TWILIO INC CL A (TWLO)](/companies/twlo.md) | Stock | $825 | <0.1% | 4 |  | New +4 |
| [STRATEGIC ED INC COM (STRA)](/companies/stra.md) | Stock | $766 | <0.1% | 10 |  | New +10 |
| [CELESTICA INC COM (CLS)](/companies/cls.md) | Stock | $730 | <0.1% | 2 |  | New +2 |
| [INSMED INC COM PAR $.01 (INSM)](/companies/insm.md) | Stock | $640 | <0.1% | 6 |  | New +6 |
| [ROCKET LAB CORP COM (RKLB)](/companies/rklb.md) | Stock | $610 | <0.1% | 6 |  | New +6 |
| VANGUARD SMALL-CAP ETF | ETF | $606 | <0.1% | 2 |  | Unchanged |
| [GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC)](/companies/gehc.md) | Stock | $512 | <0.1% | 8 |  | New +8 |
| [DIGITALOCEAN HLDGS INC COM (DOCN)](/companies/docn.md) | Stock | $471 | <0.1% | 3 |  | New +3 |
| [NET LEASE OFFICE PROPERTIES COM (NLOP)](/companies/nlop.md) | REIT | $412 | <0.1% | 37 |  | Unchanged |
| [BARRICK MNG CORP COM SHS (B)](/companies/b.md) | Stock | $367 | <0.1% | 10 |  | Reduced −1,990 |
| [PENSKE AUTOMOTIVE GRP INC COM (PAG)](/companies/pag.md) | Stock | $358 | <0.1% | 2 |  | New +2 |
| [UNITI GROUP LLC COM SHS (UNIT)](/companies/unit.md) | REIT | $333 | <0.1% | 29 |  | New +29 |
| [GYRE THERAPEUTICS INC COM (GYRE)](/companies/gyre.md) | Stock | $330 | <0.1% | 50 |  | Unchanged |
| [ALIBABA GROUP HLDG LTD SPONSORED ADS (BABA)](/companies/baba.md) | ADR | $288 | <0.1% | 3 |  | Unchanged |
| [CHUNGHWA TELECOM CO LTD SPON ADR NEW11 (CHT)](/companies/cht.md) | ADR | $177 | <0.1% | 4 |  | Unchanged |
| MAGNUM ICE CREAM CO NV ORD SHS | Stock | $70 | <0.1% | 4 |  | Unchanged |
| [CINGULATE INC WT EXP 121026 (CING)](/companies/cing.md) | Stock | $57 | <0.1% | 3,000 |  | Unchanged |
| [WW INTL INC COM NEW (WW)](/companies/ww.md) | Stock | $16 | <0.1% | 1 |  | New +1 |
| MICROCLOUD HOLOGRAM INC SHS CL A NEW | Stock | $3 | <0.1% | 2 |  | New +2 |

## 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 |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AGNICO EAGLE MINES LTD COM (AEM)](/companies/aem.md) | Stock | $0 | 0.0% | 0 |  | Sold out −800 |
| [AMERICAN SUPERCONDUCTOR CORP SHS NEW (AMSC)](/companies/amsc.md) | Stock | $0 | 0.0% | 0 |  | Sold out −17,400 |
| [ARES DYNAMIC CR ALLOCATION FD COM (ARDC)](/companies/ardc.md) | CEF | $0 | 0.0% | 0 |  | Sold out −7,000 |
| [ATMOS ENERGY CORP COM (ATO)](/companies/ato.md) | Stock | $0 | 0.0% | 0 |  | Sold out −5,867 |
| [AURORA CANNABIS INC COM (ACB)](/companies/acb.md) | Stock | $0 | 0.0% | 0 |  | Sold out −23 |
| [BHP BILLITON LIMITED SPONSORED ADS (BHP)](/companies/bhp.md) | ADR | $0 | 0.0% | 0 |  | Sold out −1,000 |
| [BLACKSTONE INC COM (BX)](/companies/bx.md) | Stock | $0 | 0.0% | 0 |  | Sold out −13,325 |
| [BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS (BAM)](/companies/bam.md) | Stock | $0 | 0.0% | 0 |  | Sold out −1,990 |
| [BROOKFIELD CORP CL A LTD VT SH (BN)](/companies/bn.md) | Stock | $0 | 0.0% | 0 |  | Sold out −14,224 |
| [BROOKFIELD RENEWABLE CORP CL A EX SUB VTG (BEPC)](/companies/bepc.md) | Stock | $0 | 0.0% | 0 |  | Sold out −1,200 |
| [BWX TECHNOLOGIES INC COM (BWXT)](/companies/bwxt.md) | Stock | $0 | 0.0% | 0 |  | Sold out −2,590 |
| CAPITAL GROUP GLOBAL EQUITY ETF | ETF | $0 | 0.0% | 0 |  | Sold out −569 |
| [CAVA GROUP INC COM (CAVA)](/companies/cava.md) | Stock | $0 | 0.0% | 0 |  | Sold out −24,930 |
| CHECK POINT SOFTWARE TECH LTD ORD | Stock | $0 | 0.0% | 0 |  | Sold out −950 |
| [CLOROX CO DEL COM (CLX)](/companies/clx.md) | Stock | $0 | 0.0% | 0 |  | Sold out −200 |
| CONSOLIDATED WATER CO INC ORD | Stock | $0 | 0.0% | 0 |  | Sold out −1,000 |
| COTERRA ENERGY INC COM | Stock | $0 | 0.0% | 0 |  | Sold out −1,050 |
| [DAVE INC CLASS A COM NEW (DAVE)](/companies/dave.md) | Stock | $0 | 0.0% | 0 |  | Sold out −2,200 |
| [DECKERS OUTDOOR CORP COM (DECK)](/companies/deck.md) | Stock | $0 | 0.0% | 0 |  | Sold out −3,005 |
| [DXC TECHNOLOGY CO COM (DXC)](/companies/dxc.md) | Stock | $0 | 0.0% | 0 |  | Sold out −36 |
| [EASTGROUP PPTYS INC COM (EGP)](/companies/egp.md) | REIT | $0 | 0.0% | 0 |  | Sold out −1,350 |
| [EXPAND ENERGY CORPORATION COM (EXE)](/companies/exe.md) | Stock | $0 | 0.0% | 0 |  | Sold out −177 |
| EXXON MOBIL CORP COM | Stock | $0 | 0.0% | 0 |  | Sold out −2,619 |
| [FACTSET RESH SYS INC COM (FDS)](/companies/fds.md) | Stock | $0 | 0.0% | 0 |  | Sold out −3,000 |
| [FLUOR CORP COM (FLR)](/companies/flr.md) | Stock | $0 | 0.0% | 0 |  | Sold out −24,200 |
| [FOX CORP CL A COM (FOXA)](/companies/foxa.md) | Stock | $0 | 0.0% | 0 |  | Sold out −5,800 |
| GLOBAL X CYBERSECURITY ETF | ETF | $0 | 0.0% | 0 |  | Sold out −50 |
| [GLOBUS MED INC CL A (GMED)](/companies/gmed.md) | Stock | $0 | 0.0% | 0 |  | Sold out −20 |
| [HERSHEY CO COM (HSY)](/companies/hsy.md) | Stock | $0 | 0.0% | 0 |  | Sold out −18 |
| [HF SINCLAIR CORP COM (DINO)](/companies/dino.md) | Stock | $0 | 0.0% | 0 |  | Sold out −11,200 |
| HONEYWELL INTL INC COM | Stock | $0 | 0.0% | 0 |  | Sold out −15 |
| [ILLINOIS TOOL WKS INC COM (ITW)](/companies/itw.md) | Stock | $0 | 0.0% | 0 |  | Sold out −2,591 |
| [IMPERIAL OIL LTD COM NEW (IMO)](/companies/imo.md) | Stock | $0 | 0.0% | 0 |  | Sold out −40 |
| [INTERCONTINENTAL EXCHANGE INC COM (ICE)](/companies/ice.md) | Stock | $0 | 0.0% | 0 |  | Sold out −1,450 |
| INVESCO ESG S&P 500 EQUAL WEIGHT ETF | ETF | $0 | 0.0% | 0 |  | Sold out −1,220 |
| [ISHARES GOLD TRUST (IAU)](/companies/iau.md) | ETF | $0 | 0.0% | 0 |  | Sold out −250 |
| ISHARES MSCI EUROPE FINANCIALS ETF | ETF | $0 | 0.0% | 0 |  | Sold out −351 |
| ISHARES MSCI EUROZONE ETF | ETF | $0 | 0.0% | 0 |  | Sold out −262 |
| JAZZ PHARMACEUTICALS PLC SHS USD | Stock | $0 | 0.0% | 0 |  | Sold out −300 |
| JOBY AVIATION INC COMMON STOCK | Stock | $0 | 0.0% | 0 |  | Sold out −33,500 |
| JPMORGAN LIMITED DURATION BOND ETF | ETF | $0 | 0.0% | 0 |  | Sold out −595 |
| [KYNDRYL HLDGS INC COMMON STOCK (KD)](/companies/kd.md) | Stock | $0 | 0.0% | 0 |  | Sold out −9 |
| [LAUDER ESTEE COS INC CL A (EL)](/companies/el.md) | Stock | $0 | 0.0% | 0 |  | Sold out −9,810 |
| [LOEWS CORP COM (L)](/companies/l.md) | Stock | $0 | 0.0% | 0 |  | Sold out −16,225 |
| [MODERNA INC COM (MRNA)](/companies/mrna.md) | Stock | $0 | 0.0% | 0 |  | Sold out −57 |
| [MOLSON COORS BEVERAGE CO CL B (TAP)](/companies/tap.md) | Stock | $0 | 0.0% | 0 |  | Sold out −534 |
| [MOSAIC CO COM (MOS)](/companies/mos.md) | Stock | $0 | 0.0% | 0 |  | Sold out −1,014 |
| [NORFOLK SOUTHN CORP COM (NSC)](/companies/nsc.md) | Stock | $0 | 0.0% | 0 |  | Sold out −9 |
| [NOVARTIS AG SPONSORED ADR (NVS)](/companies/nvs.md) | ADR | $0 | 0.0% | 0 |  | Sold out −14 |
| [NRG ENERGY INC COM NEW (NRG)](/companies/nrg.md) | Stock | $0 | 0.0% | 0 |  | Sold out −18,650 |
| [PACKAGING CORP AMER COM (PKG)](/companies/pkg.md) | Stock | $0 | 0.0% | 0 |  | Sold out −350 |
| PUTNAM BDC INCOME ETF | ETF | $0 | 0.0% | 0 |  | Sold out −30,218 |
| [REGIONS FINANCIAL CORP NEW COM (RF)](/companies/rf.md) | Stock | $0 | 0.0% | 0 |  | Sold out −530 |
| [RIO TINTO PLC SPONSORED ADR (RIO)](/companies/rio.md) | ADR | $0 | 0.0% | 0 |  | Sold out −7,917 |
| SFL CORPORATION LTD SHS | Stock | $0 | 0.0% | 0 |  | Sold out −4,500 |
| [SHERWIN WILLIAMS CO COM (SHW)](/companies/shw.md) | Stock | $0 | 0.0% | 0 |  | Sold out −200 |
| [SOFI TECHNOLOGIES INC COM (SOFI)](/companies/sofi.md) | Stock | $0 | 0.0% | 0 |  | Sold out −340 |
| [SOUTHERN COPPER CORP COM (SCCO)](/companies/scco.md) | Stock | $0 | 0.0% | 0 |  | Sold out −18,565 |
| STATE STREET SPDR S&P DIVIDEND ETF | ETF | $0 | 0.0% | 0 |  | Sold out −685 |
| [TEMPUS AI INC CL A (TEM)](/companies/tem.md) | Stock | $0 | 0.0% | 0 |  | Sold out −127 |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | ADR | $0 | 0.0% | 0 |  | Sold out −54 |
| [TRACTOR SUPPLY CO COM (TSCO)](/companies/tsco.md) | Stock | $0 | 0.0% | 0 |  | Sold out −15,400 |
| UNITI GROUP LLC COM SHS | REIT | $0 | 0.0% | 0 |  | Sold out −29 |
| [UNITY SOFTWARE INC COM (U)](/companies/u.md) | Stock | $0 | 0.0% | 0 |  | Sold out −50 |
| [UNUM GROUP COM (UNM)](/companies/unm.md) | Stock | $0 | 0.0% | 0 |  | Sold out −140 |
| [VERALTO CORP COM SHS (VLTO)](/companies/vlto.md) | Stock | $0 | 0.0% | 0 |  | Sold out −10 |
| [VERTEX PHARMACEUTICALS INC COM (VRTX)](/companies/vrtx.md) | Stock | $0 | 0.0% | 0 |  | Sold out −110 |
| [VIRGIN GALACTIC HOLDINGS INC COM NEW (SPCE)](/companies/spce.md) | Stock | $0 | 0.0% | 0 |  | Sold out −220 |
| [WESTERN UN CO COM (WU)](/companies/wu.md) | Stock | $0 | 0.0% | 0 |  | Sold out −2,569 |
| [WHEATON PRECIOUS METALS CORP COM (WPM)](/companies/wpm.md) | Stock | $0 | 0.0% | 0 |  | Sold out −13,965 |
| [WOODSIDE ENERGY GROUP LTD SPONSORED ADR (WDS)](/companies/wds.md) | ADR | $0 | 0.0% | 0 |  | Sold out −505 |

Source: SEC EDGAR, Form 13F-HR, accession 0001839307-26-000011. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.