# Ignite Planners, LLC: Form 13F holdings

An institutional investment manager in SAN CLEMENTE, CA. SEC CIK 1849348.

- Quarter ended: 2026-06-30
- Filed: 2026-07-23
- Reported value: $729.0m
- Positions: 426 (426 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/1849348/000208585326000834/

## 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 |
| --- | --- | ---: | ---: | ---: | --- | --- |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $31.7m | 4.3% | 936,080 |  | Added +5,147 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $30.3m | 4.2% | 104,598 |  | Added +1,024 |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | $25.6m | 3.5% | 702,030 |  | Added +358 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $22.7m | 3.1% | 113,546 |  | Added +4,008 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $11.4m | 1.6% | 30,454 |  | Reduced −368 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $10.8m | 1.5% | 45,449 |  | Added +444 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $9.9m | 1.4% | 13,272 |  | Added +435 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $9.8m | 1.3% | 27,493 |  | Added +1,044 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $9.8m | 1.3% | 194,770 |  | Added +3,680 |
| SPDR SERIES TRUST | ST STR P500VAL | $9.5m | 1.3% | 155,533 |  | Added +4,377 |
| ISHARES TR | US AER DEF ETF | $9.4m | 1.3% | 38,600 |  | Reduced −327 |
| FIRST TR EXCHNG TRADED FD VI | VEST US EQUITY M | $9.3m | 1.3% | 272,928 |  | Unchanged |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $8.7m | 1.2% | 295,276 |  | Added +18,037 |
| SPDR SERIES TRUST | ST INTER BD ETF | $8.6m | 1.2% | 256,544 |  | Added +5,152 |
| VIRTUS ETF TR II | SEIX SR LN ETF | $8.5m | 1.2% | 366,866 |  | Added +8,787 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $8.4m | 1.2% | 22,784 |  | Added +938 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $8.2m | 1.1% | 174,056 |  | Added +3,312 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $8.0m | 1.1% | 16,004 |  | Reduced −572 |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $7.9m | 1.1% | 163,239 |  | Added +3,655 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $7.5m | 1.0% | 17,756 |  | Added +216 |
| VANGUARD WORLD FD | INF TECH ETF | $7.1m | 1.0% | 59,470 |  | Added +52,382 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $7.1m | 1.0% | 141,107 |  | Reduced −1,504 |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COM | $7.0m | 1.0% | 6,563 |  | Reduced −299 |
| INVESCO QQQ TR | UNIT SER 1 | $6.9m | 1.0% | 9,431 |  | Added +1,282 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $6.4m | 0.9% | 16,864 |  | Added +931 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $6.2m | 0.8% | 8,958 |  | Reduced −1,103 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $6.0m | 0.8% | 98,197 |  | Added +2,600 |
| [NUVEEN CA DIVI ADV MUN (NAC)](/companies/nac.md) | COM | $5.8m | 0.8% | 476,800 |  | Added +117,743 |
| PALMER SQUARE FUNDS TR | CLO SR DEBT ETF | $5.4m | 0.7% | 266,788 |  | Reduced −8,054 |
| CAMBRIA ETF TR | EMRG SHAREHLDR | $5.3m | 0.7% | 117,617 |  | Added +1,579 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $5.2m | 0.7% | 9,301 |  | Added +208 |
| ISHARES TR | CORE UNIVRSL USD | $5.2m | 0.7% | 112,592 |  | Added +2,671 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $5.2m | 0.7% | 7,889 |  | Added +485 |
| [QUALCOMM INC (QCOM)](/companies/qcom.md) | COM | $5.0m | 0.7% | 27,303 |  | Added +243 |
| ISHARES TR | GLOBAL EQUITY | $5.0m | 0.7% | 84,960 |  | Added +2,645 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $4.6m | 0.6% | 13,116 |  | Added +73 |
| FIRST TR EXCHANGE-TRADED FD | CLOUD COMPUTING | $4.6m | 0.6% | 34,306 |  | Reduced −193 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $4.5m | 0.6% | 79,897 |  | Reduced −3,448 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $4.2m | 0.6% | 52,067 |  | Added +5,413 |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | $4.2m | 0.6% | 33,031 |  | Added +30 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $4.2m | 0.6% | 74,586 |  | Added +6,396 |
| FIRST TR EXCHANGE-TRADED FD | DOW 30 EQL WGT | $4.2m | 0.6% | 94,330 |  | Added +54 |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $4.1m | 0.6% | 4,421 |  | Added +197 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $4.0m | 0.5% | 48,293 |  | Added +2,387 |
| PGIM ETF TR | PGIM ULTRA SH BD | $3.9m | 0.5% | 79,673 |  | Reduced −4,982 |
| GOLDMAN SACHS ETF TR | ULTR SHOR BD ETF | $3.9m | 0.5% | 77,305 |  | Reduced −4,561 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $3.7m | 0.5% | 66,208 |  | Added +2,650 |
| ISHARES TR | FALN ANGLS USD | $3.7m | 0.5% | 136,451 |  | Added +3,535 |
| FIRST TR EXCH TRADED FD III | CALIF MUN INCM | $3.7m | 0.5% | 80,134 |  | Added +20,260 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $3.6m | 0.5% | 11,082 |  | Added +185 |
| [BOEING CO (BA)](/companies/ba.md) | COM | $3.5m | 0.5% | 15,999 |  | Added +4 |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $3.3m | 0.5% | 29,034 |  | Added +682 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $3.2m | 0.4% | 5,532 |  | Added +407 |
| ISHARES TR | MRGSTR MD CP GRW | $3.2m | 0.4% | 32,575 |  | Added +742 |
| WISDOMTREE TR | EM LCL DEBT FD | $3.1m | 0.4% | 108,360 |  | Added +1,028 |
| ISHARES TR | CORE MSCI EAFE | $3.1m | 0.4% | 32,030 |  | Reduced −321 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.1m | 0.4% | 42,127 |  | Reduced −3,389 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $3.0m | 0.4% | 55,993 |  | Added +967 |
| SPDR SERIES TRUST | ST STR SP400VAL | $2.9m | 0.4% | 31,036 |  | Added +893 |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $2.8m | 0.4% | 17,115 |  | Added +3,730 |
| EXXON MOBIL CORP | COM | $2.8m | 0.4% | 20,611 |  | Added +1,994 |
| [HANCOCK WHITNEY CORPORATION (HWC)](/companies/hwc.md) | COM | $2.8m | 0.4% | 36,958 |  | Unchanged |
| TORTOISE CAPITAL SERIES TRUS | ENERGY ETF | $2.7m | 0.4% | 277,754 |  | Added +19,842 |
| SPDR SERIES TRUST | ST STR SP600GRWO | $2.6m | 0.4% | 21,745 |  | Added +500 |
| [SPDR GOLD TR (GLD)](/companies/gld.md) | GOLD SHS | $2.6m | 0.4% | 6,965 |  | Reduced −1,816 |
| [PALO ALTO NETWORKS INC (PANW)](/companies/panw.md) | COM | $2.6m | 0.3% | 7,482 |  | Added +98 |
| ISHARES TR | 0-5 YR TIPS ETF | $2.5m | 0.3% | 24,777 |  | Added +582 |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $2.5m | 0.3% | 6,984 |  | Added +79 |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $2.5m | 0.3% | 5,671 |  | Added +63 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | $2.4m | 0.3% | 44,966 |  | Added +376 |
| ZACKS TRUST | EARNGS CONSTANT | $2.4m | 0.3% | 63,293 |  | Added +973 |
| [REALTY INCOME CORP (O)](/companies/o.md) | COM | $2.3m | 0.3% | 37,533 |  | Reduced −507 |
| SPDR SERIES TRUST | ST STR SP600SM C | $2.3m | 0.3% | 21,213 |  | Added +430 |
| ISHARES TR | TRS FLT RT BD | $2.3m | 0.3% | 45,734 |  | Reduced −2,864 |
| FIRST TR EXCHANGE-TRADED FD | COMMON SHS | $2.3m | 0.3% | 123,190 |  | Reduced −4,049 |
| [GE VERNOVA INC (GEV)](/companies/gev.md) | COM | $2.3m | 0.3% | 1,926 |  | Added +289 |
| [GE AEROSPACE (GE)](/companies/ge.md) | COM NEW | $2.2m | 0.3% | 5,995 |  | Reduced −59 |
| [SIXTH STREET SPECIALTY LENDI (TSLX)](/companies/tslx.md) | COM | $2.2m | 0.3% | 128,218 |  | Added +16,339 |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $2.2m | 0.3% | 4,263 |  | Added +41 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | $2.2m | 0.3% | 45,749 |  | Reduced −537 |
| [BLACKROCK MUNIHLDNGS CALI (MUC)](/companies/muc.md) | COM | $2.1m | 0.3% | 194,025 |  | Unchanged |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.1m | 0.3% | 66,419 |  | Added +15,602 |
| ISHARES TR | CORE US AGGBD ET | $2.1m | 0.3% | 21,225 |  | Added +2,619 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $2.0m | 0.3% | 14,569 |  | Added +517 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $2.0m | 0.3% | 1,688 |  | Reduced −2 |
| FIRST TR EXCHNG TRADED FD VI | ACTV FCTR LGCP | $2.0m | 0.3% | 46,616 |  | Added +15,866 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | $2.0m | 0.3% | 14,495 |  | Reduced −1,110 |
| [UNITED PARCEL SVCS INC (UPS)](/companies/ups.md) | CL B | $1.9m | 0.3% | 18,115 |  | Added +41 |
| SPDR SERIES TRUST | ST STR P500GRW | $1.9m | 0.3% | 16,281 |  | Reduced −90 |
| [AT&T INC (T)](/companies/t.md) | COM | $1.9m | 0.3% | 93,483 |  | Added +22,200 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $1.9m | 0.3% | 14,495 |  | Added +617 |
| [SPACE EXPLORATION TECHN CORP (SPCX)](/companies/spcx.md) | CLASS A COM STK | $1.9m | 0.3% | 10,984 |  | New +10,984 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $1.9m | 0.3% | 37,914 |  | Reduced −65 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $1.8m | 0.3% | 23,140 |  | Added +3,636 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NASD ETF | $1.8m | 0.3% | 46,531 |  | Reduced −197 |
| [AMERICAN EXPRESS CO (AXP)](/companies/axp.md) | COM | $1.8m | 0.2% | 5,383 |  | Added +74 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $1.8m | 0.2% | 38,301 |  | Unchanged |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $1.8m | 0.2% | 12,371 |  | Reduced −481 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $1.8m | 0.2% | 40,554 |  | Unchanged |
| ISHARES TR | CORE S&P MCP ETF | $1.8m | 0.2% | 23,524 |  | Reduced −3,892 |
| SPDR SERIES TRUST | ST STR CONV ETF | $1.8m | 0.2% | 16,700 |  | Reduced −414 |
| J P MORGAN EXCHANGE TRADED F | EQUITY FOCUS ETF | $1.7m | 0.2% | 21,779 |  | Reduced −310 |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $1.7m | 0.2% | 6,930 |  | Added +240 |
| [VERIZON COMMUNICATIONS INC (VZ)](/companies/vz.md) | COM | $1.7m | 0.2% | 40,378 |  | Added +599 |
| ISHARES TR | INTL SEL DIV ETF | $1.7m | 0.2% | 40,516 |  | Added +204 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $1.7m | 0.2% | 6,538 |  | Added +273 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | $1.6m | 0.2% | 18,020 |  | Added +392 |
| [DOUBLELINE OPPORTUNISTIC CR (DBL)](/companies/dbl.md) | COM | $1.6m | 0.2% | 112,190 |  | Reduced −2,627 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $1.6m | 0.2% | 15,984 |  | Reduced −594 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $1.6m | 0.2% | 29,535 |  | Added +5,694 |
| [PHILIP MORRIS INTL INC (PM)](/companies/pm.md) | COM | $1.6m | 0.2% | 8,696 |  | Added +88 |
| [BANK OF AMER CORP (BAC)](/companies/bac.md) | COM | $1.6m | 0.2% | 27,235 |  | Added +430 |
| [ALTRIA GROUP INC (MO)](/companies/mo.md) | COM | $1.6m | 0.2% | 21,567 |  | Reduced −1,587 |
| ZACKS TRUST | SMALL/MID CAP | $1.5m | 0.2% | 34,400 |  | Added +1,987 |
| [PALANTIR TECHNOLOGIES INC (PLTR)](/companies/pltr.md) | CL A | $1.5m | 0.2% | 13,134 |  | Reduced −578 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.5m | 0.2% | 25,781 |  | Added +569 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | $1.5m | 0.2% | 43,610 |  | Reduced −480 |
| ISHARES TR | ISHARES SEMICDTR | $1.5m | 0.2% | 2,350 |  | Added +163 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL A | $1.5m | 0.2% | 2 |  | Unchanged |
| [PFIZER INC (PFE)](/companies/pfe.md) | COM | $1.5m | 0.2% | 61,665 |  | Added +20,778 |
| ISHARES TR | US INDUSTRIALS | $1.5m | 0.2% | 8,898 |  | Added +4 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US | $1.5m | 0.2% | 29,258 |  | Reduced −6,665 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | $1.5m | 0.2% | 41,364 |  | Reduced −3,411 |
| ONEOK INC NEW | COM | $1.5m | 0.2% | 16,887 |  | Reduced −152 |
| [CISCO SYS INC (CSCO)](/companies/csco.md) | COM | $1.5m | 0.2% | 12,473 |  | Reduced −1,147 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.5m | 0.2% | 6,192 |  | Added +48 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $1.5m | 0.2% | 14,829 |  | Added +1,408 |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $1.4m | 0.2% | 1,959 |  | Added +57 |
| [BRISTOL-MYERS SQUIBB CO (BMY)](/companies/bmy.md) | COM | $1.4m | 0.2% | 24,414 |  | Reduced −296 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $1.4m | 0.2% | 1,214 |  | New +1,214 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $1.4m | 0.2% | 25,283 |  | Added +8 |
| [INTERNATIONAL BUSINESS MACHS (IBM)](/companies/ibm.md) | COM | $1.4m | 0.2% | 4,884 |  | Added +585 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | $1.4m | 0.2% | 16,517 |  | Reduced −38 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | $1.3m | 0.2% | 28,736 |  | Reduced −1,489 |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | $1.3m | 0.2% | 30,564 |  | Added +147 |
| ISHARES TR | CORE S&P SCP ETF | $1.3m | 0.2% | 8,913 |  | Added +1,246 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $1.3m | 0.2% | 36,402 |  | Reduced −1,597 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $1.3m | 0.2% | 2,743 |  | Added +17 |
| [BLUEROCK PVT REAL ESTATE FD (BPRE)](/companies/bpre.md) | COM | $1.3m | 0.2% | 100,670 |  | Reduced −2,312 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | $1.3m | 0.2% | 37,450 |  | Reduced −1,589 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $1.3m | 0.2% | 27,890 |  | Reduced −1,410 |
| [GILEAD SCIENCES INC (GILD)](/companies/gild.md) | COM | $1.2m | 0.2% | 9,457 |  | Added +182 |
| VANGUARD WORLD FD | HEALTH CAR ETF | $1.2m | 0.2% | 3,996 |  | Reduced −33 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $1.2m | 0.2% | 6,219 |  | Reduced −125 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $1.2m | 0.2% | 25,144 |  | Added +7,130 |
| RBB FD INC | F/M US TREASURY | $1.2m | 0.2% | 24,644 |  | Reduced −7,676 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INT JUNE | $1.2m | 0.2% | 43,637 |  | Added +680 |
| [COCA COLA CO (KO)](/companies/ko.md) | COM | $1.2m | 0.2% | 14,216 |  | Added +215 |
| [VISA INC (V)](/companies/v.md) | COM CL A | $1.2m | 0.2% | 3,367 |  | Added +54 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $1.2m | 0.2% | 13,936 |  | Added +11,708 |
| [US BANCORP (USB)](/companies/usb.md) | COM NEW | $1.1m | 0.2% | 18,952 |  | Added +368 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | $1.1m | 0.2% | 22,271 |  | Reduced −322 |
| [CONOCOPHILLIPS (COP)](/companies/cop.md) | COM | $1.1m | 0.2% | 10,714 |  | Added +351 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $1.1m | 0.1% | 24,157 |  | Reduced −726 |
| VANGUARD WORLD FD | UTILITIES ETF | $1.1m | 0.1% | 5,382 |  | Added +484 |
| ISHARES TR | CORE S&P500 ETF | $1.0m | 0.1% | 1,400 |  | Added +112 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $1.0m | 0.1% | 29,812 |  | Added +3,650 |
| [CROWN CASTLE INC (CCI)](/companies/cci.md) | COM | $1.0m | 0.1% | 13,615 |  | Added +5,965 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $1.0m | 0.1% | 19,638 |  | Added +100 |
| ISHARES TR | AGENCY BOND ETF | $1.0m | 0.1% | 9,320 |  | Added +86 |
| [PRUDENTIAL FINL INC (PRU)](/companies/pru.md) | COM | $1.0m | 0.1% | 9,394 |  | Added +520 |
| [TRUIST FINL CORP (TFC)](/companies/tfc.md) | COM | $980.9k | 0.1% | 19,671 |  | Added +458 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | $972.2k | 0.1% | 20,827 |  | Reduced −2 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $967.1k | 0.1% | 18,834 |  | Unchanged |
| WISDOMTREE TR | JAPN HEDGE EQT | $966.9k | 0.1% | 5,562 |  | Added +94 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $954.4k | 0.1% | 17,803 |  | Reduced −410 |
| [MERCK & CO INC (MRK)](/companies/mrk.md) | COM | $928.5k | 0.1% | 7,223 |  | Added +368 |
| [AMGEN INC (AMGN)](/companies/amgn.md) | COM | $923.1k | 0.1% | 2,547 |  | Added +30 |
| [EMCOR GROUP INC (EME)](/companies/eme.md) | COM | $910.4k | 0.1% | 1,097 |  | Added +17 |
| J P MORGAN EXCHANGE TRADED F | U S TEC LEA ETF | $905.5k | 0.1% | 8,094 |  | Added +355 |
| [CITIGROUP INC (C)](/companies/c.md) | COM NEW | $885.1k | 0.1% | 6,323 |  | Added +145 |
| [UNITED STS BRENT OIL FD LP (BNO)](/companies/bno.md) | UNIT | $872.3k | 0.1% | 21,365 |  | Reduced −858 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $871.4k | 0.1% | 21,156 |  | Reduced −4,463 |
| [MCDONALDS CORP (MCD)](/companies/mcd.md) | COM | $865.6k | 0.1% | 3,200 |  | Added +102 |
| [BANK MONTREAL MEDIUM (BMO)](/companies/bmo.md) | COM | $854.7k | 0.1% | 4,838 |  | Reduced −103 |
| [SOUTHERN CO (SO)](/companies/so.md) | COM | $854.5k | 0.1% | 8,924 |  | Reduced −9,452 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $846.6k | 0.1% | 19,670 |  | Added +3,960 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $845.8k | 0.1% | 20,238 |  | Reduced −1,120 |
| LYONDELLBASELL INDUSTRIES NV | SHS - A - | $825.9k | 0.1% | 15,674 |  | Reduced −190 |
| GLOBAL X FDS | GLB X MLP ENRG I | $815.6k | 0.1% | 11,032 |  | Added +349 |
| FIRST TR EXCH TRD ALPHDX FD | DEV MRK EX US | $813.9k | 0.1% | 8,597 |  | Added +2,821 |
| [EDWARDS LIFESCIENCES CORP (EW)](/companies/ew.md) | COM | $802.1k | 0.1% | 8,867 |  | Reduced −1,499 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | $801.0k | 0.1% | 28,838 |  | Reduced −715 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $799.7k | 0.1% | 1,922 |  | Added +575 |
| [AMERICAN ELEC PWR CO INC (AEP)](/companies/aep.md) | COM | $798.3k | 0.1% | 5,830 |  | Added +235 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INT EQ M | $791.6k | 0.1% | 28,744 |  | Reduced −177 |
| [ILLUMINA INC (ILMN)](/companies/ilmn.md) | COM | $790.7k | 0.1% | 4,500 |  | Reduced −590 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | $779.5k | 0.1% | 27,466 |  | Added +1,261 |
| ISHARES TR | SELECT DIVID ETF | $769.7k | 0.1% | 4,924 |  | Reduced −107 |
| [CORNING INC (GLW)](/companies/glw.md) | COM | $752.2k | 0.1% | 2,943 |  | Reduced −741 |
| VANECK ETF TRUST | RARE EAR STR ETF | $750.8k | 0.1% | 8,484 |  | Added +1,353 |
| [SNOWFLAKE INC (SNOW)](/companies/snow.md) | COM SHS | $750.5k | 0.1% | 2,949 |  | Added +88 |
| [VERTIV HOLDINGS CO (VRT)](/companies/vrt.md) | COM CL A | $745.0k | 0.1% | 2,223 |  | Added +814 |
| [METLIFE INC (MET)](/companies/met.md) | COM | $742.5k | 0.1% | 8,771 |  | Added +412 |
| [EXTRA SPACE STORAGE INC (EXR)](/companies/exr.md) | COM | $741.3k | 0.1% | 5,098 |  | Added +51 |
| [HSBC HLDGS PLC (HSBC)](/companies/hsbc.md) | SPON ADR NEW | $740.9k | 0.1% | 7,790 |  | Reduced −156 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | $739.2k | 0.1% | 27,283 |  | Reduced −525 |
| FIRST TR EXCHNG TRADED FD VI | VEST NASDAQ-100 | $734.8k | 0.1% | 28,987 |  | Reduced −695 |
| [SEMPRA (SRE)](/companies/sre.md) | COM | $733.0k | 0.1% | 7,902 |  | Reduced −52 |
| [VALLEY NATL BANCORP (VLY)](/companies/vly.md) | COM | $727.8k | <0.1% | 49,660 |  | Reduced −713 |
| FIRST TR EXCHANGE-TRADED FD | INTER GRADE ETF | $724.1k | <0.1% | 34,965 |  | Added +8,183 |
| [GENERAL DYNAMICS CORP (GD)](/companies/gd.md) | COM | $722.8k | <0.1% | 2,039 |  | Added +102 |
| [WILLIAMS SONOMA INC (WSM)](/companies/wsm.md) | COM | $721.2k | <0.1% | 3,094 |  | Unchanged |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $716.7k | <0.1% | 4,437 |  | Added +2 |
| ISHARES TR | CORE DIV GRWTH | $714.5k | <0.1% | 9,427 |  | Added +304 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $701.7k | <0.1% | 5,490 |  | Added +1,204 |
| AMPLIFY ETF TR | CEF HIGH INCOME | $700.5k | <0.1% | 60,753 |  | Added +5,282 |
| [NETFLIX INC. (NFLX)](/companies/nflx.md) | COM | $698.4k | <0.1% | 9,776 |  | Reduced −1,083 |
| ZACKS TRUST | QUALITY INTL ETF | $688.7k | <0.1% | 23,571 |  | Added +576 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | $688.6k | <0.1% | 3,591 |  | Reduced −53 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $688.4k | <0.1% | 14,707 |  | Added +354 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $687.7k | <0.1% | 3,232 |  | Reduced −253 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $687.6k | <0.1% | 11,756 |  | Reduced −200 |
| ISHARES TR | RUS 1000 VAL ETF | $686.1k | <0.1% | 2,830 |  | Unchanged |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NASD 100 | $683.9k | <0.1% | 28,595 |  | Unchanged |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $683.0k | <0.1% | 5,945 |  | Added +1,849 |
| [VERTEX PHARMACEUTICALS INC (VRTX)](/companies/vrtx.md) | COM | $672.6k | <0.1% | 1,353 |  | Added +621 |
| [SPROTT ASSET MANAGEMENT LP (PSLV)](/companies/pslv.md) | PHYSICAL SILVER | $668.3k | <0.1% | 35,417 |  | Added +3,631 |
| [GSK PLC (GSK)](/companies/gsk.md) | SPONSORED ADR | $668.0k | <0.1% | 12,736 |  | Reduced −211 |
| FIRST TR EXCHNG TRADED FD VI | FT VE EM MARK BU | $664.0k | <0.1% | 25,538 |  | Unchanged |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $658.3k | <0.1% | 28,460 |  | Unchanged |
| [SHELL PLC (SHEL)](/companies/shel.md) | SPON ADS | $657.9k | <0.1% | 8,485 |  | Added +34 |
| PROSHARES TR | ULTRAPRO QQQ | $644.4k | <0.1% | 7,955 |  | Unchanged |
| ISHARES TR | EXPANDED TECH | $644.3k | <0.1% | 7,111 |  | Added +164 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $641.4k | <0.1% | 11,645 |  | Reduced −372 |
| [PEPSICO INC (PEP)](/companies/pep.md) | COM | $641.3k | <0.1% | 4,733 |  | Added +224 |
| [INVESCO DB MULTI-SECTOR COMM (DBA)](/companies/dba.md) | AGRICULTURE FD | $633.4k | <0.1% | 23,661 |  | Added +1,426 |
| [UNITED STS OIL FD LP (USO)](/companies/uso.md) | UNITS | $629.9k | <0.1% | 5,918 |  | Added +66 |
| [PARKER-HANNIFIN CORP (PH)](/companies/ph.md) | COM | $629.9k | <0.1% | 644 |  | Added +55 |
| EATON VANCE TAX-MANAGED DIVE | COM | $628.3k | <0.1% | 43,212 |  | Reduced −983 |
| [MARVELL TECHNOLOGY INC (MRVL)](/companies/mrvl.md) | COM | $628.1k | <0.1% | 2,109 |  | New +2,109 |
| [ORACLE CORP (ORCL)](/companies/orcl.md) | COM | $627.1k | <0.1% | 4,276 |  | Added +949 |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | $622.3k | <0.1% | 5,671 |  | Added +199 |
| SIMPLIFY EXCHANGE TRADED FUN | HEALTH CARE ETF | $617.9k | <0.1% | 15,729 |  | New +15,729 |
| [RENASANT CORP (RNST)](/companies/rnst.md) | COM | $615.6k | <0.1% | 14,472 |  | Reduced −500 |
| [BLACKROCK INC (BLK)](/companies/blk.md) | COM | $598.1k | <0.1% | 621 |  | Added +42 |
| [GAMING & LEISURE P (GLPI)](/companies/glpi.md) | COM | $590.2k | <0.1% | 13,250 |  | Added +548 |
| ISHARES TR | U.S. TECH ETF | $580.6k | <0.1% | 2,302 |  | Added +100 |
| [AMPHENOL CORP (APH)](/companies/aph.md) | CL A | $578.7k | <0.1% | 3,280 |  | Added +103 |
| [CARDINAL HEALTH INC (CAH)](/companies/cah.md) | COM | $577.5k | <0.1% | 2,429 |  | Added +86 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | $577.1k | <0.1% | 15,500 |  | Added +255 |
| [PNC FINL SVCS GROUP INC (PNC)](/companies/pnc.md) | COM | $570.7k | <0.1% | 2,316 |  | Added +135 |
| COLUMBIA ETF TR II | INDIA CONSMR ETF | $570.3k | <0.1% | 9,523 |  | Added +564 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $570.2k | <0.1% | 3,218 |  | Added +149 |
| VANGUARD WORLD FD | CONSUM DIS ETF | $568.1k | <0.1% | 1,432 |  | Reduced −29 |
| [RTX CORPORATION (RTX)](/companies/rtx.md) | COM | $565.2k | <0.1% | 2,977 |  | Added +96 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | $564.4k | <0.1% | 14,289 |  | Reduced −155 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $564.2k | <0.1% | 5,308 |  | Reduced −2,009 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQUTY | $553.7k | <0.1% | 17,735 |  | Unchanged |
| [TEXAS INSTRS INC (TXN)](/companies/txn.md) | COM | $552.0k | <0.1% | 1,852 |  | Added +706 |
| [PROLOGIS INC. (PLD)](/companies/pld.md) | COM | $551.0k | <0.1% | 4,065 |  | Added +230 |
| SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | $548.7k | <0.1% | 21,258 |  | Reduced −2,685 |
| [INTERNATIONAL PAPER CO (IP)](/companies/ip.md) | COM | $544.3k | <0.1% | 14,282 |  | Added +926 |
| ROUNDHILL ETF TRUST | MEMORY ETF | $532.3k | <0.1% | 7,208 |  | New +7,208 |
| ETF SER SOLUTIONS | DEFIA QUANT ETF | $531.6k | <0.1% | 3,214 |  | Reduced −899 |
| SPDR SERIES TRUST | ST STR SP500DIV | $523.9k | <0.1% | 10,981 |  | Reduced −1,714 |
| [DELL TECHNOLOGIES INC (DELL)](/companies/dell.md) | CL C | $523.9k | <0.1% | 1,214 |  | New +1,214 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $520.6k | <0.1% | 6,588 |  | Added +94 |
| [KRAFT HEINZ CO (KHC)](/companies/khc.md) | COM | $519.2k | <0.1% | 21,971 |  | Added +653 |
| ICL GROUP LTD | SHS | $499.4k | <0.1% | 100,238 |  | Added +989 |
| [WP CAREY INC (WPC)](/companies/wpc.md) | COM | $495.9k | <0.1% | 6,935 |  | Added +488 |
| [UNILEVER PLC (UL)](/companies/ul.md) | SPON ADR NEW | $494.9k | <0.1% | 8,228 |  | Added +321 |
| [HARTFORD INSURANCE GROUP INC (HIG)](/companies/hig.md) | COM | $493.8k | <0.1% | 3,721 |  | Added +22 |
| [CUMMINS INC (CMI)](/companies/cmi.md) | COM | $492.1k | <0.1% | 690 |  | Added +58 |
| ISHARES TR | GLOBAL TECH ETF | $487.8k | <0.1% | 3,376 |  | Unchanged |
| [BANK OF NY MELLON CORP (BNY)](/companies/bny.md) | COM | $483.3k | <0.1% | 3,342 |  | Added +234 |
| FIRST TR EXCHANGE-TRADED FD | GROWTH STRENGTH | $482.0k | <0.1% | 13,026 |  | Added +4,218 |
| [TJX COS INC NEW (TJX)](/companies/tjx.md) | COM | $481.6k | <0.1% | 3,176 |  | Added +141 |
| [NORTHROP GRUMMAN CORP (NOC)](/companies/noc.md) | COM | $478.7k | <0.1% | 940 |  | Added +2 |
| [T-MOBILE US INC (TMUS)](/companies/tmus.md) | COM | $473.5k | <0.1% | 2,819 |  | Added +36 |
| [DELTA AIR LINES INC (DAL)](/companies/dal.md) | COM NEW | $470.9k | <0.1% | 5,027 |  | Added +645 |
| [REPUBLIC SVCS INC (RSG)](/companies/rsg.md) | COM | $466.6k | <0.1% | 2,188 |  | Added +74 |
| [FORTIS INC (FTS)](/companies/fts.md) | COM | $464.9k | <0.1% | 8,117 |  | Added +285 |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM NEW | $457.3k | <0.1% | 1,150 |  | Added +48 |
| LITMAN GREGORY FDS TR | IMGP DBI MAN ETF | $452.6k | <0.1% | 14,750 |  | Added +1,488 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | $451.1k | <0.1% | 15,342 |  | Added +67 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US | $450.9k | <0.1% | 9,904 |  | Reduced −465 |
| [LOCKHEED MARTIN CORP (LMT)](/companies/lmt.md) | COM | $450.6k | <0.1% | 885 |  | Added +29 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $448.3k | <0.1% | 4,646 |  | Added +1,244 |
| [WELLS FARGO & CO (WFC)](/companies/wfc.md) | COM | $444.6k | <0.1% | 5,381 |  | Added +444 |
| [ISHARES BITCOIN TRUST ETF (IBIT)](/companies/ibit.md) | SHS BEN INT | $442.8k | <0.1% | 13,292 |  | Added +1,145 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $440.4k | <0.1% | 7,567 |  | Reduced −1,310 |
| [HUNTINGTON BANCSHARES INC (HBAN)](/companies/hban.md) | COM | $433.2k | <0.1% | 24,433 |  | Reduced −3,022 |
| [CSX CORP (CSX)](/companies/csx.md) | COM | $432.5k | <0.1% | 9,094 |  | Added +3,458 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | $428.7k | <0.1% | 5,490 |  | Reduced −451 |
| [MARRIOTT INTL INC NEW (MAR)](/companies/mar.md) | CL A | $422.5k | <0.1% | 1,138 |  | Added +29 |
| [CINTAS CORP (CTAS)](/companies/ctas.md) | COM | $416.4k | <0.1% | 2,445 |  | Reduced −213 |
| PROSHARES TR | S&P 500 DV ARIST | $413.9k | <0.1% | 7,369 |  | Added +3,702 |
| [CONAGRA BRANDS INC (CAG)](/companies/cag.md) | COM | $408.6k | <0.1% | 30,327 |  | Added +1,913 |
| [UNITED STS COMMODITY INDEX F (USCI)](/companies/usci.md) | CM REP COPP FD | $407.5k | <0.1% | 10,779 |  | Added +636 |
| SSGA ACTIVE ETF TR | ST STR REAL ETF | $404.1k | <0.1% | 11,679 |  | Added +1,176 |
| ROYAL CARIBBEAN GROUP | COM | $402.8k | <0.1% | 1,267 |  | New +1,267 |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | $401.5k | <0.1% | 9,893 |  | Added +561 |
| [CADENCE DESIGN SYSTEM INC (CDNS)](/companies/cdns.md) | COM | $401.2k | <0.1% | 1,067 |  | Added +35 |
| [COUPANG INC (CPNG)](/companies/cpng.md) | CL A | $400.9k | <0.1% | 23,088 |  | Added +2,051 |
| [DESTINY TECH100 INC (DXYZ)](/companies/dxyz.md) | COM SHS | $395.8k | <0.1% | 15,365 |  | Added +6,617 |
| [KINDER MORGAN INC DEL (KMI)](/companies/kmi.md) | COM | $390.5k | <0.1% | 12,215 |  | Added +952 |
| [PUBLIC SVC ENTERPRISE GROUP (PEG)](/companies/peg.md) | COM | $389.6k | <0.1% | 4,800 |  | Added +222 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INTE | $388.5k | <0.1% | 14,105 |  | Reduced −845 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $388.1k | <0.1% | 1,466 |  | Reduced −111 |
| [HOWMET AEROSPACE INC (HWM)](/companies/hwm.md) | COM | $386.4k | <0.1% | 1,435 |  | Added +58 |
| [CROWDSTRIKE HLDGS INC (CRWD)](/companies/crwd.md) | CL A | $385.9k | <0.1% | 506 |  | New +506 |
| SPDR SERIES TRUST | ST STR P500ETF | $379.4k | <0.1% | 4,315 |  | Reduced −21 |
| [GOLDMAN SACHS GROUP INC (GS)](/companies/gs.md) | COM | $377.9k | <0.1% | 374 |  | Unchanged |
| VANGUARD WORLD FD | CONSUM STP ETF | $376.1k | <0.1% | 1,668 |  | Reduced −9 |
| ISHARES TR | GLOBAL 100 ETF | $375.8k | <0.1% | 2,751 |  | New +2,751 |
| ISHARES TR | CORE S&P500 ETF | $374.4k | <0.1% | 500 | Put | New +500 |
| ISHARES TR | CORE S&P500 ETF | $374.4k | <0.1% | 500 | Call | New +500 |
| [ARISTA NETWORKS INC (ANET)](/companies/anet.md) | COM SHS | $372.9k | <0.1% | 2,193 |  | Added +62 |
| T ROWE PRICE EXCHANGE-TRADED | ULTRA SHRT TRM | $372.0k | <0.1% | 7,475 |  | New +7,475 |
| VANGUARD WORLD FD | ESG US STK ETF | $372.0k | <0.1% | 2,813 |  | Unchanged |
| [STARBUCKS CORP (SBUX)](/companies/sbux.md) | COM | $371.2k | <0.1% | 3,633 |  | Reduced −263 |
| [SANDISK CORP (SNDK)](/companies/sndk.md) | COM | $370.6k | <0.1% | 163 |  | New +163 |
| ISHARES INC | MSCI JAPAN ETF | $369.9k | <0.1% | 3,966 |  | Added +142 |
| [ABBOTT LABORATORIES (ABT)](/companies/abt.md) | COM | $365.8k | <0.1% | 4,031 |  | Added +67 |
| [STATE STR SPDR DOW JONES IND (DIA)](/companies/dia.md) | UT SER 1 | $365.2k | <0.1% | 699 |  | Reduced −12 |
| [FS KKR CAP CORP (FSK)](/companies/fsk.md) | COM | $360.3k | <0.1% | 34,316 |  | Reduced −340 |
| [ANALOG DEVICES INC (ADI)](/companies/adi.md) | COM | $355.9k | <0.1% | 894 |  | Added +32 |
| VANGUARD INDEX FDS | GROWTH ETF | $353.3k | <0.1% | 4,101 |  | Added +3,498 |
| [ISHARES SILVER TR (SLV)](/companies/slv.md) | ISHARES | $352.3k | <0.1% | 6,589 |  | Reduced −4,617 |
| ISHARES TR | US HLTHCARE ETF | $349.2k | <0.1% | 5,211 |  | Reduced −582 |
| VANECK ETF TRUST | URANI NUCLE ETF | $343.8k | <0.1% | 2,965 |  | Unchanged |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $341.1k | <0.1% | 12,313 |  | Reduced −38,587 |
| [HERSHEY CO (HSY)](/companies/hsy.md) | COM | $332.7k | <0.1% | 1,893 |  | Added +57 |
| GLOBAL X FDS | NASDAQ 100 COVER | $331.1k | <0.1% | 17,963 |  | Added +2,871 |
| [MARSH & MCLENNAN COS INC (MRSH)](/companies/mrsh.md) | COM | $329.8k | <0.1% | 1,976 |  | Added +68 |
| ISHARES TR | 7-10 YR TRSY BD | $328.9k | <0.1% | 3,477 |  | Reduced −3,095 |
| [EMERSON ELEC CO (EMR)](/companies/emr.md) | COM | $325.7k | <0.1% | 2,272 |  | Added +98 |
| SPDR SERIES TRUST | ST STR SP BIOT | $325.5k | <0.1% | 2,057 |  | Reduced −305 |
| LISTED FDS TR | ROUN MA SEVE ETF | $324.2k | <0.1% | 5,043 |  | New +5,043 |
| [FIFTH THIRD BANCORP (FITB)](/companies/fitb.md) | COM | $324.0k | <0.1% | 5,748 |  | Added +475 |
| [AUTOZONE INC (AZO)](/companies/azo.md) | COM | $322.8k | <0.1% | 101 |  | Unchanged |
| [INVESCO DB MULTI-SECTOR COMM (DBB)](/companies/dbb.md) | BASE METALS FD | $321.2k | <0.1% | 13,303 |  | Added +897 |
| [DEERE & CO (DE)](/companies/de.md) | COM | $319.7k | <0.1% | 504 |  | Reduced −315 |
| [GABELLI UTIL TR (GUT)](/companies/gut.md) | COM | $318.6k | <0.1% | 65,818 |  | New +65,818 |
| ISHARES TR | GLOB HLTHCRE ETF | $317.6k | <0.1% | 3,228 |  | New +3,228 |
| VANGUARD INDEX FDS | VALUE ETF | $317.4k | <0.1% | 1,457 |  | Added +177 |
| [PHILLIPS EDISON & CO INC (PECO)](/companies/peco.md) | COMMON STOCK | $313.7k | <0.1% | 7,538 |  | Unchanged |
| ISHARES TR | ISHARES BIOTECH | $312.7k | <0.1% | 1,644 |  | Unchanged |
| [COCA COLA CONS INC (COKE)](/companies/coke.md) | COM | $311.2k | <0.1% | 1,630 |  | Added +30 |
| [OREILLY AUTOMOTIVE INC (ORLY)](/companies/orly.md) | COM | $310.7k | <0.1% | 3,374 |  | Unchanged |
| [CVS HEALTH CORP (CVS)](/companies/cvs.md) | COM | $307.0k | <0.1% | 2,968 |  | New +2,968 |
| WISDOMTREE TR | BLMBG US BULL | $306.0k | <0.1% | 11,438 |  | Added +99 |
| [PULTE GROUP INC (PHM)](/companies/phm.md) | COM | $305.7k | <0.1% | 2,225 |  | Added +75 |
| [MERCADOLIBRE INC (MELI)](/companies/meli.md) | COM | $302.1k | <0.1% | 178 |  | Reduced −7 |
| ISHARES TR | CORE S&P TTL STK | $297.8k | <0.1% | 1,813 |  | Unchanged |
| [WORLD GOLD TR (GLDM)](/companies/gldm.md) | SPDR GLD MINIS | $289.1k | <0.1% | 3,618 |  | New +3,618 |
| ISHARES TR | ENVIRONMNTL INFR | $288.2k | <0.1% | 8,037 |  | Added +316 |
| [MOODYS CORP (MCO)](/companies/mco.md) | COM | $288.1k | <0.1% | 635 |  | Added +31 |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | COM | $287.9k | <0.1% | 1,433 |  | Reduced −105 |
| FIRST TR EXCHANGE TRADED FD | BUYWRIT INCM ETF | $287.4k | <0.1% | 12,050 |  | Unchanged |
| ISHARES INC | MSCI MEXICO ETF | $284.4k | <0.1% | 3,778 |  | New +3,778 |
| VANGUARD STAR FDS | VG TL INTL STK F | $282.6k | <0.1% | 3,306 |  | Unchanged |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $281.4k | <0.1% | 3,612 |  | Reduced −2,060 |
| ZACKS TRUST | FOCUS GROWTH ETF | $280.3k | <0.1% | 8,821 |  | New +8,821 |
| ISHARES TR | EXPND TEC SC ETF | $278.6k | <0.1% | 1,703 |  | New +1,703 |
| J P MORGAN EXCHANGE TRADED F | HEDG EQU LAD ETF | $275.5k | <0.1% | 4,076 |  | Added +5 |
| ISHARES TR | ISHS 1-5YR INVS | $275.2k | <0.1% | 5,251 |  | Unchanged |
| ISHARES TR | RUS MID CAP ETF | $274.5k | <0.1% | 2,488 |  | Added +20 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INTER EQ | $271.7k | <0.1% | 9,480 |  | Added +725 |
| INVESCO ACTIVELY MANAGED EXC | VAR RATE INVT | $267.6k | <0.1% | 10,673 |  | New +10,673 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | $263.2k | <0.1% | 5,729 |  | Reduced −848 |
| INVESCO EXCH TRADED FD TR II | NASDAQ BIOTECH | $260.3k | <0.1% | 7,954 |  | Added +252 |
| ISHARES TR | RUSSELL 2000 ETF | $260.2k | <0.1% | 867 |  | New +867 |
| [IRON MTN INC DEL (IRM)](/companies/irm.md) | COM | $257.9k | <0.1% | 2,042 |  | Added +1 |
| [DANAHER CORP DEL (DHR)](/companies/dhr.md) | COM | $257.8k | <0.1% | 1,353 |  | Added +48 |
| GLOBAL X FDS | GBL X BLOCKCHAIN | $256.9k | <0.1% | 3,424 |  | New +3,424 |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | $256.6k | <0.1% | 4,618 |  | Unchanged |
| ISHARES TR | S&P 500 GRWT ETF | $255.8k | <0.1% | 1,860 |  | Unchanged |
| [LOWES COS INC (LOW)](/companies/low.md) | COM | $253.0k | <0.1% | 1,147 |  | Reduced −334 |
| VANGUARD BD INDEX FDS | INTERMED TERM | $252.5k | <0.1% | 3,292 |  | Reduced −662 |
| [UBER TECHNOLOGIES INC (UBER)](/companies/uber.md) | COM | $252.4k | <0.1% | 3,494 |  | Added +32 |
| [AMERIPRISE FINL INC (AMP)](/companies/amp.md) | COM | $248.6k | <0.1% | 542 |  | Unchanged |
| ISHARES TR | MSCI UK ETF NEW | $246.0k | <0.1% | 5,332 |  | New +5,332 |
| ISHARES TR | US OIL GS EX ETF | $244.4k | <0.1% | 2,225 |  | Added +709 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $244.3k | <0.1% | 4,103 |  | Reduced −990 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $243.9k | <0.1% | 2,529 |  | Reduced −125 |
| [CITIZENS FINL GROUP INC (CFG)](/companies/cfg.md) | COM | $243.8k | <0.1% | 3,477 |  | New +3,477 |
| FIRST TR EXCHANGE TRADED FD | NASDQ SEMCNDTR | $243.1k | <0.1% | 853 |  | New +853 |
| ALPS ETF TR | ALERIAN MLP | $241.7k | <0.1% | 4,655 |  | Added +637 |
| [LAMAR ADVERTISING CO (LAMR)](/companies/lamr.md) | CL A | $241.0k | <0.1% | 1,545 |  | New +1,545 |
| [GALLAGHER ARTHUR J & CO (AJG)](/companies/ajg.md) | COM | $239.0k | <0.1% | 1,041 |  | Added +63 |
| [TRUSTMARK CORP (TRMK)](/companies/trmk.md) | COM | $238.7k | <0.1% | 5,188 |  | Reduced −137,378 |
| [WASTE MGMT INC DEL (WM)](/companies/wm.md) | COM | $238.7k | <0.1% | 1,071 |  | Reduced −47 |
| [FERGUSON ENTERPRISES INC (FERG)](/companies/ferg.md) | COMMON STOCK NEW | $237.3k | <0.1% | 1,000 |  | Added +83 |
| [LABCORP HOLDINGS INC (LH)](/companies/lh.md) | COM SHS | $234.4k | <0.1% | 835 |  | Added +36 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NASD 100 | $229.7k | <0.1% | 9,154 |  | Reduced −30 |
| DBX ETF TR | XTRACK HRVST CSI | $227.8k | <0.1% | 6,214 |  | Reduced −268 |
| [BERKLEY W R CORP (WRB)](/companies/wrb.md) | COM | $227.7k | <0.1% | 3,224 |  | Added +119 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $227.6k | <0.1% | 5,557 |  | Reduced −895 |
| [ABRDN SILVER ETF TRUST (SIVR)](/companies/sivr.md) | PHYSCL SILVR SHS | $226.0k | <0.1% | 4,004 |  | New +4,004 |
| [STRYKER CORPORATION (SYK)](/companies/syk.md) | COM | $224.8k | <0.1% | 713 |  | Added +29 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $223.7k | <0.1% | 3,748 |  | New +3,748 |
| [MONSTER BEVERAGE CORP NEW (MNST)](/companies/mnst.md) | COM | $223.5k | <0.1% | 2,325 |  | New +2,325 |
| [ROBINHOOD MKTS INC (HOOD)](/companies/hood.md) | COM CL A | $221.7k | <0.1% | 2,210 |  | New +2,210 |
| J P MORGAN EXCHANGE TRADED F | GLOBAL SEL EQUIT | $219.6k | <0.1% | 3,084 |  | Reduced −218 |
| ARK ETF TR | NEXT GNRTN INTER | $216.5k | <0.1% | 1,495 |  | New +1,495 |
| [ROKU INC (ROKU)](/companies/roku.md) | COM CL A | $216.3k | <0.1% | 1,566 |  | New +1,566 |
| [HONEYWELL INTL INC (HON)](/companies/hon.md) | COM | $214.9k | <0.1% | 960 |  | New +960 |
| [CENCORA INC (COR)](/companies/cor.md) | COM | $214.5k | <0.1% | 758 |  | New +758 |
| [HONEYWELL AEROSPACE INC (HONA)](/companies/hona.md) | COM | $212.2k | <0.1% | 960 |  | New +960 |
| [SCHWAB CHARLES CORP (SCHW)](/companies/schw.md) | COM | $210.6k | <0.1% | 2,283 |  | Reduced −36 |
| [TWILIO INC (TWLO)](/companies/twlo.md) | CL A | $210.5k | <0.1% | 1,018 |  | New +1,018 |
| [NISOURCE INC (NI)](/companies/ni.md) | COM | $210.2k | <0.1% | 4,414 |  | New +4,414 |
| SPDR SERIES TRUST | ST STR SP600 SML | $208.8k | <0.1% | 3,621 |  | New +3,621 |
| [FEDEX CORP (FDX)](/companies/fdx.md) | COM | $208.2k | <0.1% | 665 |  | New +665 |
| SIMPLIFY EXCHANGE TRADED FUN | VOLATILITY PREM | $207.4k | <0.1% | 12,886 |  | Added +1,595 |
| ISHARES TR | US HOME CONS ETF | $205.7k | <0.1% | 1,969 |  | New +1,969 |
| ISHARES TR | RUS 1000 ETF | $204.8k | <0.1% | 500 |  | New +500 |
| [HALLIBURTON CO (HAL)](/companies/hal.md) | COM | $204.7k | <0.1% | 6,021 |  | Added +195 |
| [THERMO FISHER SCIENTIFIC INC (TMO)](/companies/tmo.md) | COM | $204.6k | <0.1% | 407 |  | New +407 |
| SILA REALTY TRUST INC | COMMON STOCK | $203.6k | <0.1% | 6,707 |  | New +6,707 |
| WHITESTONE REIT | COM | $202.6k | <0.1% | 10,683 |  | Reduced −250 |
| J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | $202.2k | <0.1% | 3,166 |  | New +3,166 |
| [BP PLC (BP)](/companies/bp.md) | SPONSORED ADR | $201.5k | <0.1% | 5,454 |  | Reduced −149 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $201.3k | <0.1% | 5,582 |  | New +5,582 |
| [BLUE OWL CAPITAL CORPORATION (OBDC)](/companies/obdc.md) | COM | $199.7k | <0.1% | 18,370 |  | Added +8,215 |
| [FORD MTR CO (F)](/companies/f.md) | COM | $183.5k | <0.1% | 13,202 |  | Reduced −881 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $178.1k | <0.1% | 11,218 |  | Added +157 |
| [NOKIA CORP (NOK)](/companies/nok.md) | SPONSORED ADR | $164.2k | <0.1% | 12,361 |  | Added +1,346 |
| AGF INVTS TR | US MARKET NETRL | $120.5k | <0.1% | 10,764 |  | New +10,764 |
| [FRANKLIN BSP RLTY TR INC (FBRT)](/companies/fbrt.md) | COMMON STOCK | $95.5k | <0.1% | 11,735 |  | Reduced −1,200 |
| [BLACKROCK TECH AND PRIVATE E (BTX)](/companies/btx.md) | SHS BEN INT | $92.9k | <0.1% | 10,286 |  | Unchanged |
| [ROBINHOOD MKTS INC (HOOD)](/companies/hood.md) | COM CL A | $70.2k | <0.1% | 700 | Call | New +700 |
| [BLACKROCK TCP CAPITAL CORP (TCPC)](/companies/tcpc.md) | COM | $47.5k | <0.1% | 14,136 |  | Reduced −857 |
| [NETFLIX INC. (NFLX)](/companies/nflx.md) | COM | $7.1k | <0.1% | 100 | Call | New +100 |

## 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 |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BOSTON SCIENTIFIC CORP (BSX)](/companies/bsx.md) | COM | $0 | 0.0% | 0 |  | Sold out −4,227 |
| [DEFI TECHNOLOGIES INC (DEFT)](/companies/deft.md) | COM | $0 | 0.0% | 0 |  | Sold out −14,815 |
| FABRINET | SHS | $0 | 0.0% | 0 |  | Sold out −639 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $0 | 0.0% | 0 |  | Sold out −16,300 |
| GLOBAL X FDS | DEFENSE TECH ETF | $0 | 0.0% | 0 |  | Sold out −3,190 |
| HONEYWELL INTL INC | COM | $0 | 0.0% | 0 |  | Sold out −1,236 |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | $0 | 0.0% | 0 |  | Sold out −2,526 |
| ISHARES TR | GL CLEAN ENE ETF | $0 | 0.0% | 0 |  | Sold out −11,666 |
| ISHARES U S ETF TR | GSCI CMDTY STGY | $0 | 0.0% | 0 |  | Sold out −8,308 |
| J P MORGAN EXCHANGE TRADED F | HEALTHCARE LEADE | $0 | 0.0% | 0 |  | Sold out −9,516 |
| [MORGAN STANLEY EMERGING MKTS (EDD)](/companies/edd.md) | COM | $0 | 0.0% | 0 |  | Sold out −10,508 |
| NUVEEN CR STRATEGIES INCOME | COM SHS | $0 | 0.0% | 0 |  | Sold out −12,342 |
| [PAYPAL HLDGS INC (PYPL)](/companies/pypl.md) | COM | $0 | 0.0% | 0 |  | Sold out −7,219 |
| [SALESFORCE INC (CRM)](/companies/crm.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,632 |
| SPOTIFY TECHNOLOGY S A | SHS | $0 | 0.0% | 0 |  | Sold out −674 |
| [UNITED MICROELECTRONICS CORP (UMC)](/companies/umc.md) | SPON ADR NEW | $0 | 0.0% | 0 |  | Sold out −81,497 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $0 | 0.0% | 0 |  | Sold out −2,364 |

Source: SEC EDGAR, Form 13F-HR, accession 0002085853-26-000834. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.