# Accurate Wealth Management, LLC: Form 13F holdings

An institutional investment manager in WESLEY CHAPEL, FL. SEC CIK 1877728.

- Quarter ended: 2026-06-30
- Filed: 2026-07-15
- Reported value: $1.05bn
- Positions: 576 (576 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/1877728/000175496026000528/

## 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 |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $52.2m | 5.0% | 247,781 |  | Added +10,724 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $41.9m | 4.0% | 132,815 |  | Added +9,016 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $34.4m | 3.3% | 575,587 |  | Added +371,004 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $30.4m | 2.9% | 40,277 |  | Added +3,086 |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $27.7m | 2.6% | 188,336 |  | Added +97,967 |
| GLOBAL X FDS | 1 3 MO T BI ET | $21.3m | 2.0% | 212,895 |  | Added +30,512 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $16.8m | 1.6% | 43,630 |  | Added +2,388 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $15.7m | 1.5% | 64,157 |  | Added +3,951 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $13.9m | 1.3% | 38,963 |  | Added +4,072 |
| ISHARES TR | CORE MSCI EAFE | $13.5m | 1.3% | 139,068 |  | Added +25,438 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $13.3m | 1.3% | 71,698 |  | Added +38,707 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $13.0m | 1.2% | 38,726 |  | Added +1,958 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $12.7m | 1.2% | 31,753 |  | Added +2,953 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $11.4m | 1.1% | 28,012 |  | Reduced −6,776 |
| ISHARES TR | CORE US AGGBD ET | $11.1m | 1.1% | 113,261 |  | Added +20,381 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | $10.6m | 1.0% | 475,561 |  | Added +204,558 |
| ETF SER SOLUTIONS | MCELHENNY SHEFLD | $10.4m | 1.0% | 293,636 |  | Added +265,227 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $9.9m | 0.9% | 14,890 |  | Added +1,043 |
| INVESCO QQQ TR | UNIT SER 1 | $8.7m | 0.8% | 11,940 |  | Reduced −5,833 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $8.3m | 0.8% | 32,380 |  | Added +2,188 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $7.6m | 0.7% | 13,586 |  | Added +1,725 |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COM | $7.3m | 0.7% | 7,684 |  | Reduced −518 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $7.3m | 0.7% | 7,452 |  | Added +3,688 |
| ISHARES TR | 0-3 MTH TREASURY | $6.8m | 0.6% | 67,432 |  | Added +59,156 |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $6.7m | 0.6% | 58,915 |  | Added +5,572 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $6.7m | 0.6% | 67,040 |  | Added +13,942 |
| ISHARES TR | CORE S&P MCP ETF | $6.7m | 0.6% | 88,321 |  | Reduced −8,622 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $6.7m | 0.6% | 5,606 |  | Added +376 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $6.3m | 0.6% | 53,675 |  | Added +33,580 |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $5.9m | 0.6% | 9,827 |  | Added +720 |
| [DELL TECHNOLOGIES INC (DELL)](/companies/dell.md) | CL C | $5.9m | 0.6% | 13,599 |  | Added +3,889 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $5.9m | 0.6% | 112,843 |  | Added +92,381 |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $5.5m | 0.5% | 15,622 |  | Added +591 |
| [RANGE RES CORP (RRC)](/companies/rrc.md) | COM | $5.5m | 0.5% | 154,275 |  | Unchanged |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $5.5m | 0.5% | 122,184 |  | Added +56,547 |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $5.4m | 0.5% | 129,193 |  | Added +102,786 |
| ISHARES TR | RUSSELL 2000 ETF | $5.4m | 0.5% | 18,299 |  | Added +16,900 |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $5.2m | 0.5% | 20,888 |  | Added +1,882 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $5.1m | 0.5% | 14,495 |  | Added +937 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $4.9m | 0.5% | 8,035 |  | Added +1,396 |
| VANGUARD WORLD FD | MEGA GRWTH IND | $4.9m | 0.5% | 55,088 |  | Added +45,309 |
| ISHARES TR | U.S. PHARMA ETF | $4.8m | 0.5% | 47,786 |  | New +47,786 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $4.8m | 0.5% | 53,231 |  | Added +20,023 |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $4.6m | 0.4% | 13,383 |  | Added +1,243 |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $4.5m | 0.4% | 25,497 |  | Added +506 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $4.5m | 0.4% | 96,360 |  | Added +7,503 |
| TIDAL TRUST II | RETURN STCKD US | $4.5m | 0.4% | 134,971 |  | Added +2,624 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $4.5m | 0.4% | 111,890 |  | Added +924 |
| [CISCO SYS INC (CSCO)](/companies/csco.md) | COM | $4.4m | 0.4% | 36,272 |  | Reduced −682 |
| ISHARES TR | 7-10 YR TRSY BD | $4.4m | 0.4% | 46,805 |  | New +46,805 |
| TRUST FOR PROFESSIONAL MANAG | CONVERGENCE LNG | $4.4m | 0.4% | 127,376 |  | Reduced −5,758 |
| AON PLC | SHS CL A | $4.1m | 0.4% | 11,494 |  | Reduced −338 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $4.1m | 0.4% | 8,286 |  | Added +454 |
| [ALTRIA GROUP INC (MO)](/companies/mo.md) | COM | $4.1m | 0.4% | 56,808 |  | Added +1,977 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.9m | 0.4% | 5,680 |  | Reduced −65 |
| [PEPSICO INC (PEP)](/companies/pep.md) | COM | $3.9m | 0.4% | 28,546 |  | Added +13,662 |
| SPDR SERIES TRUST | ST INTER BD ETF | $3.9m | 0.4% | 116,703 |  | Added +9,325 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $3.7m | 0.4% | 35,772 |  | Added +7,790 |
| [MERCK & CO INC (MRK)](/companies/mrk.md) | COM | $3.6m | 0.3% | 29,492 |  | Added +2,553 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.5m | 0.3% | 9,474 |  | Added +908 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $3.5m | 0.3% | 94,607 |  | Added +25,248 |
| [PALANTIR TECHNOLOGIES INC (PLTR)](/companies/pltr.md) | CL A | $3.4m | 0.3% | 26,852 |  | Added +3,168 |
| [METLIFE INC (MET)](/companies/met.md) | COM | $3.4m | 0.3% | 36,817 |  | Added +15,699 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $3.3m | 0.3% | 25,935 |  | Added +7,705 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.3m | 0.3% | 89,083 |  | Added +6,297 |
| VANGUARD INDEX FDS | GROWTH ETF | $3.2m | 0.3% | 37,167 |  | Added +31,238 |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $3.2m | 0.3% | 3,544 |  | Reduced −128 |
| VANECK ETF TRUST | REAL ASSETS ETF | $3.2m | 0.3% | 82,201 |  | Added +24,172 |
| [BANK OF AMER CORP (BAC)](/companies/bac.md) | COM | $3.2m | 0.3% | 54,107 |  | Added +6,645 |
| [GE AEROSPACE (GE)](/companies/ge.md) | COM NEW | $3.2m | 0.3% | 8,822 |  | Added +628 |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM NEW | $3.0m | 0.3% | 7,478 |  | Added +377 |
| [VISA INC (V)](/companies/v.md) | COM CL A | $3.0m | 0.3% | 8,648 |  | Added +561 |
| [PHILIP MORRIS INTL INC (PM)](/companies/pm.md) | COM | $3.0m | 0.3% | 16,366 |  | Added +1,768 |
| [CONOCOPHILLIPS (COP)](/companies/cop.md) | COM | $2.9m | 0.3% | 26,815 |  | Added +4,765 |
| [BANK OF NY MELLON CORP (BNY)](/companies/bny.md) | COM | $2.9m | 0.3% | 18,993 |  | Reduced −1,018 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $2.9m | 0.3% | 76,175 |  | Added +4,014 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.8m | 0.3% | 48,610 |  | Added +3,813 |
| [ARISTA NETWORKS INC (ANET)](/companies/anet.md) | COM SHS | $2.8m | 0.3% | 14,925 |  | Added +2,095 |
| [HOWMET AEROSPACE INC (HWM)](/companies/hwm.md) | COM | $2.8m | 0.3% | 10,219 |  | Added +1,676 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $2.8m | 0.3% | 33,498 |  | Reduced −38 |
| [ORACLE CORP (ORCL)](/companies/orcl.md) | COM | $2.8m | 0.3% | 19,604 |  | Added +3,096 |
| [VANECK MERK GOLD ETF (OUNZ)](/companies/ounz.md) | GOLD SHS | $2.7m | 0.3% | 69,356 |  | Added +11,417 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.7m | 0.3% | 65,749 |  | Added +50,982 |
| [INTERNATIONAL BUSINESS MACHS (IBM)](/companies/ibm.md) | COM | $2.7m | 0.3% | 9,496 |  | Added +1,088 |
| [SPDR GOLD TR (GLD)](/companies/gld.md) | GOLD SHS | $2.7m | 0.3% | 7,237 |  | Reduced −13,947 |
| ISHARES TR | CORE S&P SCP ETF | $2.7m | 0.3% | 18,694 |  | Added +1,485 |
| TIDAL TRUST II | RET STCKD GL STK | $2.7m | 0.3% | 88,373 |  | Reduced −9,143 |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $2.7m | 0.3% | 56,883 |  | Added +44,751 |
| [PNC FINL SVCS GROUP INC (PNC)](/companies/pnc.md) | COM | $2.7m | 0.3% | 10,654 |  | Added +995 |
| ISHARES TR | CORE S&P TTL STK | $2.7m | 0.3% | 16,151 |  | Reduced −6,228 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | $2.7m | 0.3% | 116,206 |  | Reduced −21,213 |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $2.7m | 0.3% | 63,355 |  | Added +52,793 |
| [BLOCK INC (XYZ)](/companies/xyz.md) | CL A | $2.6m | 0.3% | 34,264 |  | Reduced −5,661 |
| [PARKER-HANNIFIN CORP (PH)](/companies/ph.md) | COM | $2.6m | 0.3% | 2,744 |  | Added +489 |
| [ZOOM COMMUNICATIONS INC (ZM)](/companies/zm.md) | CL A | $2.6m | 0.2% | 29,183 |  | Reduced −3,113 |
| [MCDONALDS CORP (MCD)](/companies/mcd.md) | COM | $2.6m | 0.2% | 9,309 |  | Added +393 |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $2.5m | 0.2% | 4,687 |  | Reduced −536 |
| ISHARES TR | RUS 1000 GRW ETF | $2.4m | 0.2% | 19,369 |  | Added +17,878 |
| ISHARES INC | CORE MSCI EMKT | $2.4m | 0.2% | 29,325 |  | Added +4,368 |
| [RTX CORPORATION (RTX)](/companies/rtx.md) | COM | $2.4m | 0.2% | 12,029 |  | Added +46 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $2.3m | 0.2% | 5,507 |  | Added +462 |
| [VERIZON COMMUNICATIONS INC (VZ)](/companies/vz.md) | COM | $2.3m | 0.2% | 55,034 |  | Added +6,888 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $2.3m | 0.2% | 21,083 |  | Added +4,706 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $2.3m | 0.2% | 25,286 |  | Reduced −4,881 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $2.3m | 0.2% | 29,362 |  | Added +2,421 |
| [HARTFORD INSURANCE GROUP INC (HIG)](/companies/hig.md) | COM | $2.3m | 0.2% | 16,627 |  | Reduced −1,348 |
| [GOLDMAN SACHS GROUP INC (GS)](/companies/gs.md) | COM | $2.3m | 0.2% | 2,158 |  | Added +792 |
| [SOUTHERN CO (SO)](/companies/so.md) | COM | $2.3m | 0.2% | 23,699 |  | Added +2,458 |
| ALLSPRING EXCHANGE TRADED FU | CORE PLUS ETF | $2.2m | 0.2% | 92,042 |  | Added +23,132 |
| [CITIGROUP INC (C)](/companies/c.md) | COM NEW | $2.2m | 0.2% | 15,896 |  | Reduced −2,540 |
| [ROKU INC (ROKU)](/companies/roku.md) | COM CL A | $2.2m | 0.2% | 15,780 |  | Added +894 |
| [COCA COLA CO (KO)](/companies/ko.md) | COM | $2.2m | 0.2% | 26,425 |  | Added +3,074 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $2.2m | 0.2% | 2,390 |  | Reduced −185 |
| FIRST TR EXCHANGE-TRADED FD | CORE INVESTMENT | $2.1m | 0.2% | 102,534 |  | Added +46,872 |
| [GENERAL DYNAMICS CORP (GD)](/companies/gd.md) | COM | $2.1m | 0.2% | 5,644 |  | Added +777 |
| [AMERICAN EXPRESS CO (AXP)](/companies/axp.md) | COM | $2.1m | 0.2% | 5,987 |  | Added +1,335 |
| [REPUBLIC SVCS INC (RSG)](/companies/rsg.md) | COM | $2.1m | 0.2% | 9,424 |  | Reduced −1,096 |
| FIRST TR EXCHANGE TRADED FD | NEW CO CO EA ETF | $2.0m | 0.2% | 74,067 |  | Added +28,627 |
| ETF SER SOLUTIONS | DEFIA QUANT ETF | $2.0m | 0.2% | 13,202 |  | Added +2,222 |
| [TEXAS INSTRS INC (TXN)](/companies/txn.md) | COM | $2.0m | 0.2% | 6,517 |  | Added +2,958 |
| ISHARES TR | RUS TP200 GR ETF | $2.0m | 0.2% | 6,956 |  | Added +1,255 |
| [NETFLIX INC. (NFLX)](/companies/nflx.md) | COM | $2.0m | 0.2% | 27,458 |  | Reduced −1,861 |
| [AMERICAN ELEC PWR CO INC (AEP)](/companies/aep.md) | COM | $2.0m | 0.2% | 14,857 |  | Added +2,259 |
| [BLACKROCK INC (BLK)](/companies/blk.md) | COM | $2.0m | 0.2% | 1,935 |  | Added +333 |
| TIDAL TRUST II | RETU S YIEL ETF | $2.0m | 0.2% | 77,936 |  | Reduced −11,621 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.0m | 0.2% | 27,194 |  | Added +21,372 |
| ISHARES TR | GLOBAL TECH ETF | $1.9m | 0.2% | 13,753 |  | Added +2,784 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $1.9m | 0.2% | 17,667 |  | Added +2,165 |
| [MARVELL TECHNOLOGY INC (MRVL)](/companies/mrvl.md) | COM | $1.9m | 0.2% | 7,981 |  | Added +4,125 |
| ISHARES TR | S&P MC 400VL ETF | $1.9m | 0.2% | 12,771 |  | Added +35 |
| SPDR SERIES TRUST | ST STR SP400VAL | $1.9m | 0.2% | 19,761 |  | Added +602 |
| ISHARES TR | CORE S&P500 ETF | $1.8m | 0.2% | 2,438 |  | Added +99 |
| [EMCOR GROUP INC (EME)](/companies/eme.md) | COM | $1.8m | 0.2% | 2,349 |  | Added +310 |
| [BLACKSTONE INC (BX)](/companies/bx.md) | COM | $1.8m | 0.2% | 14,616 |  | Reduced −872 |
| EA SERIES TRUST | MILI LONG SH ETF | $1.8m | 0.2% | 48,573 |  | Added +18,981 |
| TIDAL TRUST I | UNLIMITED HFGM | $1.8m | 0.2% | 57,888 |  | Added +22,567 |
| [FORTINET INC (FTNT)](/companies/ftnt.md) | COM | $1.8m | 0.2% | 11,340 |  | Added +1,635 |
| ISHARES TR | EXPND TEC SC ETF | $1.8m | 0.2% | 11,034 |  | Added +2,367 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $1.8m | 0.2% | 89,807 |  | Reduced −3,016 |
| NORTHERN LTS FD TR III | COUN QUA EQU ETF | $1.8m | 0.2% | 34,111 |  | Added +12,337 |
| [CARDINAL HEALTH INC (CAH)](/companies/cah.md) | COM | $1.7m | 0.2% | 7,397 |  | Added +805 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $1.7m | 0.2% | 88,466 |  | Added +1,567 |
| [CSX CORP (CSX)](/companies/csx.md) | COM | $1.7m | 0.2% | 34,640 |  | Added +7,562 |
| AMERICAN CENTY ETF TR | AVA RES MAR ETF | $1.7m | 0.2% | 21,222 |  | Added +6,589 |
| ADVISORS INNER CIRCLE FD II | PMV ADAPTIVE RSK | $1.7m | 0.2% | 51,515 |  | Added +17,682 |
| [PROLOGIS INC. (PLD)](/companies/pld.md) | COM | $1.7m | 0.2% | 11,918 |  | Added +2,057 |
| FIRST TR EXCHANGE-TRADED FD | LTD DUR INVT ETF | $1.7m | 0.2% | 88,136 |  | Added +26,260 |
| [AMGEN INC (AMGN)](/companies/amgn.md) | COM | $1.7m | 0.2% | 4,565 |  | Added +867 |
| ETF OPPORTUNITIES TRUST | APPLIED FINA VAL | $1.7m | 0.2% | 34,873 |  | Added +11,100 |
| GLOBAL X FDS | ARTIFICIAL ETF | $1.6m | 0.2% | 25,976 |  | Added +5,635 |
| VANECK ETF TRUST | TECHN TRUSE ETF | $1.6m | 0.2% | 52,351 |  | Added +12,973 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.6m | 0.2% | 41,228 |  | Added +32,825 |
| [QUALCOMM INC (QCOM)](/companies/qcom.md) | COM | $1.6m | 0.2% | 8,451 |  | Added +1,132 |
| PALMER SQUARE FUNDS TR | CR OPPOR ETF | $1.6m | 0.2% | 77,039 |  | Added +3,094 |
| [PALO ALTO NETWORKS INC (PANW)](/companies/panw.md) | COM | $1.6m | 0.2% | 4,827 |  | Added +1,136 |
| [FIFTH THIRD BANCORP (FITB)](/companies/fitb.md) | COM | $1.6m | 0.1% | 27,503 |  | Added +2,798 |
| SPDR SERIES TRUST | ST STR SP AERO | $1.6m | 0.1% | 5,775 |  | Reduced −115 |
| [MARSH & MCLENNAN COS INC (MRSH)](/companies/mrsh.md) | COM | $1.6m | 0.1% | 8,770 |  | Reduced −1,358 |
| [AMPHENOL CORP (APH)](/companies/aph.md) | CL A | $1.6m | 0.1% | 9,741 |  | Added +1,436 |
| [ASSURANT INC (AIZ)](/companies/aiz.md) | COM | $1.5m | 0.1% | 5,487 |  | Reduced −1,373 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.5m | 0.1% | 9,476 |  | New +9,476 |
| [MCKESSON CORP (MCK)](/companies/mck.md) | COM | $1.5m | 0.1% | 1,886 |  | Reduced −400 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $1.5m | 0.1% | 74,391 |  | Added +454 |
| [MORGAN STANLEY (MS)](/companies/ms.md) | COM NEW | $1.5m | 0.1% | 6,808 |  | Added +605 |
| [AT&T INC (T)](/companies/t.md) | COM | $1.5m | 0.1% | 71,517 |  | Added +282 |
| [PROGRESSIVE CORP (PGR)](/companies/pgr.md) | COM | $1.5m | 0.1% | 6,491 |  | New +6,491 |
| VANGUARD WORLD FD | INF TECH ETF | $1.5m | 0.1% | 12,550 |  | Added +11,024 |
| [PFIZER INC (PFE)](/companies/pfe.md) | COM | $1.4m | 0.1% | 59,520 |  | Added +5,175 |
| [MARRIOTT INTL INC NEW (MAR)](/companies/mar.md) | CL A | $1.4m | 0.1% | 3,798 |  | Added +195 |
| [HILTON WORLDWIDE HLDGS INC (HLT)](/companies/hlt.md) | COM | $1.4m | 0.1% | 4,210 |  | New +4,210 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $1.4m | 0.1% | 30,624 |  | Reduced −44 |
| [VODAFONE GROUP PLC (VOD)](/companies/vod.md) | SPONSORED ADR | $1.4m | 0.1% | 94,923 |  | Added +4,805 |
| [PRUDENTIAL FINL INC (PRU)](/companies/pru.md) | COM | $1.4m | 0.1% | 12,041 |  | Added +1,795 |
| AMERICAN CENTY ETF TR | US EQT ETF | $1.4m | 0.1% | 10,576 |  | Added +7,987 |
| NORTHERN LTS FD TR III | CP HIGH YILD TRD | $1.3m | 0.1% | 63,013 |  | Added +13,207 |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $1.3m | 0.1% | 20,413 |  | Added +7,366 |
| [GILEAD SCIENCES INC (GILD)](/companies/gild.md) | COM | $1.3m | 0.1% | 10,275 |  | Added +1,331 |
| [WELLS FARGO & CO (WFC)](/companies/wfc.md) | COM | $1.3m | 0.1% | 14,780 |  | Added +2,012 |
| [DELTA AIR LINES INC (DAL)](/companies/dal.md) | COM NEW | $1.3m | 0.1% | 14,700 |  | Added +2,092 |
| [LOCKHEED MARTIN CORP (LMT)](/companies/lmt.md) | COM | $1.3m | 0.1% | 2,445 |  | Added +231 |
| [XCEL ENERGY INC (XEL)](/companies/xel.md) | COM | $1.3m | 0.1% | 15,975 |  | Added +269 |
| [US BANCORP (USB)](/companies/usb.md) | COM NEW | $1.3m | 0.1% | 20,455 |  | Added +3,467 |
| ARCH CAP GROUP LTD | ORD | $1.3m | 0.1% | 12,540 |  | Reduced −3,080 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $1.3m | 0.1% | 2,910 |  | Added +322 |
| [KINDER MORGAN INC DEL (KMI)](/companies/kmi.md) | COM | $1.3m | 0.1% | 39,269 |  | Added +6,062 |
| [CORNING INC (GLW)](/companies/glw.md) | COM | $1.3m | 0.1% | 6,599 |  | Added +2,739 |
| [GE VERNOVA INC (GEV)](/companies/gev.md) | COM | $1.3m | 0.1% | 1,154 |  | Added +523 |
| [CUMMINS INC (CMI)](/companies/cmi.md) | COM | $1.3m | 0.1% | 1,860 |  | Added +339 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | $1.3m | 0.1% | 57,497 |  | Added +41,305 |
| [3M CO (MMM)](/companies/mmm.md) | COM | $1.2m | 0.1% | 7,928 |  | Reduced −4 |
| [LOEWS CORP (L)](/companies/l.md) | COM | $1.2m | 0.1% | 10,841 |  | New +10,841 |
| SPDR SERIES TRUST | ST STR P500ETF | $1.2m | 0.1% | 14,016 |  | Reduced −2,150 |
| [CENCORA INC (COR)](/companies/cor.md) | COM | $1.2m | 0.1% | 4,069 |  | Reduced −857 |
| LINDE PLC | SHS | $1.2m | 0.1% | 2,327 |  | New +2,327 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $1.2m | 0.1% | 7,058 |  | Added +1,125 |
| ISHARES TR | ISHARES SEMICDTR | $1.2m | 0.1% | 2,110 |  | Added +145 |
| [SANDISK CORP (SNDK)](/companies/sndk.md) | COM | $1.2m | 0.1% | 627 |  | New +627 |
| [TJX COS INC NEW (TJX)](/companies/tjx.md) | COM | $1.2m | 0.1% | 7,876 |  | Added +847 |
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | $1.2m | 0.1% | 21,942 |  | Added +16,541 |
| [ZILLOW GROUP INC (ZG)](/companies/zg.md) | CL C CAP STK | $1.2m | 0.1% | 36,309 |  | Added +1,417 |
| ISHARES TR | RUS 1000 VAL ETF | $1.2m | 0.1% | 4,719 |  | Added +332 |
| [MAGNA INTL INC (MGA)](/companies/mga.md) | COM | $1.2m | 0.1% | 18,106 |  | Reduced −549 |
| [CLEAR SECURE INC (YOU)](/companies/you.md) | COM CL A | $1.2m | 0.1% | 21,065 |  | Reduced −2,672 |
| [LENNAR CORP (LEN)](/companies/len.md) | CL A | $1.2m | 0.1% | 13,662 |  | Added +2,169 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $1.1m | 0.1% | 25,178 |  | Added +299 |
| [ELEVANCE HEALTH INC FORMERLY (ELV)](/companies/elv.md) | COM | $1.1m | 0.1% | 2,745 |  | Added +1,946 |
| [THOR INDS INC (THO)](/companies/tho.md) | COM | $1.1m | 0.1% | 15,406 |  | Added +2,665 |
| [TRUIST FINL CORP (TFC)](/companies/tfc.md) | COM | $1.1m | 0.1% | 21,690 |  | Added +1,651 |
| [MARTIN MARIETTA MATLS INC (MLM)](/companies/mlm.md) | COM | $1.1m | 0.1% | 1,929 |  | New +1,929 |
| [EVERSOURCE ENERGY (ES)](/companies/es.md) | COM | $1.1m | 0.1% | 14,737 |  | Reduced −1,262 |
| [ANALOG DEVICES INC (ADI)](/companies/adi.md) | COM | $1.1m | 0.1% | 2,783 |  | Added +346 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 MUNI | $1.1m | 0.1% | 46,651 |  | Added +7,990 |
| VANECK ETF TRUST | ALTE ASSE MA ETF | $1.1m | 0.1% | 47,618 |  | Added +9,135 |
| [FEDEX CORP (FDX)](/companies/fdx.md) | COM | $1.1m | 0.1% | 3,358 |  | Reduced −302 |
| PACER FDS TR | ARIST HIGH ETF | $1.1m | 0.1% | 22,590 |  | Added +10,527 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $1.1m | 0.1% | 3,087 |  | New +3,087 |
| [GENERAL MTRS CO (GM)](/companies/gm.md) | COM | $1.0m | <0.1% | 13,433 |  | Added +2,660 |
| [ENBRIDGE INC (ENB)](/companies/enb.md) | COM | $1.0m | <0.1% | 19,006 |  | Reduced −430 |
| ISHARES TR | CORE MSCI INTL | $1.0m | <0.1% | 11,574 |  | Reduced −1,312 |
| ROYAL CARIBBEAN GROUP | COM | $1.0m | <0.1% | 3,600 |  | Added +198 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2028 MUNI | $1.0m | <0.1% | 43,532 |  | Added +6,923 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 MUNI | $1.0m | <0.1% | 42,563 |  | Added +4,572 |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | $1.0m | <0.1% | 16,539 |  | Reduced −155 |
| [OMNICELL COM (OMCL)](/companies/omcl.md) | COM | $1.0m | <0.1% | 22,333 |  | Reduced −6,396 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $996.7k | <0.1% | 24,368 |  | Added +14,307 |
| [CHURCH & DWIGHT CO INC (CHD)](/companies/chd.md) | COM | $988.0k | <0.1% | 10,253 |  | New +10,253 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $980.7k | <0.1% | 30,268 |  | New +30,268 |
| [DEERE & CO (DE)](/companies/de.md) | COM | $966.6k | <0.1% | 1,647 |  | Reduced −1,084 |
| [VANECK BITCOIN ETF (HODL)](/companies/hodl.md) | SH BEN INT | $964.7k | <0.1% | 53,363 |  | Added +11,518 |
| PIMCO ETF TR | ENHAN SHRT MA AC | $961.6k | <0.1% | 9,562 |  | Added +3,178 |
| EVEREST GROUP LTD | COM | $953.1k | <0.1% | 2,572 |  | New +2,572 |
| [L3HARRIS TECHNOLOGIES INC (LHX)](/companies/lhx.md) | COM | $949.7k | <0.1% | 3,266 |  | Added +349 |
| [GALLAGHER ARTHUR J & CO (AJG)](/companies/ajg.md) | COM | $935.9k | <0.1% | 3,698 |  | Added +433 |
| TIDAL TRUST II | RETUR S GOLD ETF | $921.3k | <0.1% | 37,993 |  | Added +9,999 |
| [OKTA INC (OKTA)](/companies/okta.md) | CL A | $915.9k | <0.1% | 6,606 |  | Reduced −2,402 |
| ISHARES TR | CORE UNIVRSL USD | $910.3k | <0.1% | 19,901 |  | Added +1,047 |
| VANECK ETF TRUST | URANI NUCLE ETF | $890.6k | <0.1% | 7,781 |  | Added +509 |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $876.8k | <0.1% | 16,921 |  | Added +331 |
| [VERTIV HOLDINGS CO (VRT)](/companies/vrt.md) | COM CL A | $874.5k | <0.1% | 2,742 |  | Reduced −265 |
| [CADENCE DESIGN SYSTEM INC (CDNS)](/companies/cdns.md) | COM | $861.7k | <0.1% | 2,242 |  | Added +372 |
| [NEXTERA ENERGY INC (NEE)](/companies/nee.md) | COM | $859.4k | <0.1% | 9,786 |  | Added +342 |
| [LAMAR ADVERTISING CO (LAMR)](/companies/lamr.md) | CL A | $858.1k | <0.1% | 5,524 |  | Added +1,101 |
| [STRYKER CORPORATION (SYK)](/companies/syk.md) | COM | $851.5k | <0.1% | 2,587 |  | Added +261 |
| EATON CORP PLC | SHS | $851.2k | <0.1% | 2,091 |  | Added +40 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $848.1k | <0.1% | 5,184 |  | Added +309 |
| [WESTERN DIGITAL CORP (WDC)](/companies/wdc.md) | COM | $846.8k | <0.1% | 1,453 |  | New +1,453 |
| ISHARES TR | EAFE VALUE ETF | $846.6k | <0.1% | 10,799 |  | Reduced −284 |
| [SPACE EXPLORATION TECHN CORP (SPCX)](/companies/spcx.md) | CLASS A COM STK | $845.8k | <0.1% | 5,815 |  | New +5,815 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $840.3k | <0.1% | 8,927 |  | Added +2,403 |
| [T-MOBILE US INC (TMUS)](/companies/tmus.md) | COM | $834.1k | <0.1% | 4,452 |  | Added +687 |
| [ARROW ELECTRS INC (ARW)](/companies/arw.md) | COM | $826.8k | <0.1% | 4,006 |  | Reduced −4,271 |
| WISDOMTREE TR | US EFFIC CORE FD | $826.7k | <0.1% | 13,950 |  | Reduced −6,045 |
| [CONAGRA BRANDS INC (CAG)](/companies/cag.md) | COM | $813.5k | <0.1% | 58,848 |  | Added +37,837 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $809.6k | <0.1% | 27,224 |  | Reduced −10,947 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $801.5k | <0.1% | 11,762 |  | Reduced −278 |
| [KLA CORP (KLAC)](/companies/klac.md) | COM NEW | $801.4k | <0.1% | 3,473 |  | Added +3,132 |
| [GOLUB CAP BDC INC (GBDC)](/companies/gbdc.md) | COM | $793.7k | <0.1% | 61,430 |  | Added +200 |
| [CITIZENS FINL GROUP INC (CFG)](/companies/cfg.md) | COM | $792.8k | <0.1% | 11,273 |  | Added +2,107 |
| [FERGUSON ENTERPRISES INC (FERG)](/companies/ferg.md) | COMMON STOCK NEW | $785.4k | <0.1% | 3,453 |  | Added +628 |
| ETF OPPORTUNITIES TRUST | APPLIED FIN IVS | $782.1k | <0.1% | 25,976 |  | Added +7,310 |
| VANGUARD INDEX FDS | VALUE ETF | $767.5k | <0.1% | 3,501 |  | Added +334 |
| ASTRAZENECA PLC | ORD | $762.5k | <0.1% | 4,440 |  | Added +30 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | $756.3k | <0.1% | 45,559 |  | Added +3,744 |
| [ABBOTT LABORATORIES (ABT)](/companies/abt.md) | COM | $755.3k | <0.1% | 8,041 |  | Added +936 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $754.0k | <0.1% | 2,524 |  | Added +83 |
| [AIRBNB INC (ABNB)](/companies/abnb.md) | COM CL A | $750.2k | <0.1% | 5,048 |  | Reduced −575 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $740.3k | <0.1% | 13,061 |  | Added +2,541 |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | $736.5k | <0.1% | 14,672 |  | Reduced −1,801 |
| [YUM BRANDS INC (YUM)](/companies/yum.md) | COM | $733.8k | <0.1% | 4,487 |  | New +4,487 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $732.8k | <0.1% | 44,572 |  | Added +4,652 |
| [PUBLIC SVC ENTERPRISE GROUP (PEG)](/companies/peg.md) | COM | $731.9k | <0.1% | 9,086 |  | Added +1,447 |
| [FIRST WATCH RESTAURANT GROUP (FWRG)](/companies/fwrg.md) | COM | $726.6k | <0.1% | 58,312 |  | Reduced −7,390 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $726.5k | <0.1% | 3,042 |  | Added +980 |
| [DUKE ENERGY CORP NEW (DUK)](/companies/duk.md) | COM NEW | $724.2k | <0.1% | 5,772 |  | Added +543 |
| [MARATHON PETE CORP (MPC)](/companies/mpc.md) | COM | $723.9k | <0.1% | 2,551 |  | Reduced −31 |
| [MOODYS CORP (MCO)](/companies/mco.md) | COM | $720.5k | <0.1% | 1,479 |  | Added +219 |
| [LOWES COS INC (LOW)](/companies/low.md) | COM | $717.1k | <0.1% | 3,387 |  | Reduced −164 |
| [DISNEY WALT CO (DIS)](/companies/dis.md) | COM | $713.5k | <0.1% | 7,455 |  | Unchanged |
| MEDTRONIC PLC | SHS | $706.3k | <0.1% | 8,423 |  | Added +1,157 |
| SCHWAB STRATEGIC TR | HIGH YIEL BD ETF | $705.4k | <0.1% | 27,051 |  | New +27,051 |
| [PAYCOM SOFTWARE INC (PAYC)](/companies/payc.md) | COM | $700.2k | <0.1% | 5,035 |  | Reduced −512 |
| [FEDERAL SIGNAL CORP (FSS)](/companies/fss.md) | COM | $695.1k | <0.1% | 6,032 |  | Reduced −108 |
| ISHARES TR | RUS 2000 GRW ETF | $693.5k | <0.1% | 1,803 |  | New +1,803 |
| ISHARES TR | MSCI ACWI ETF | $687.2k | <0.1% | 4,358 |  | Unchanged |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | $683.3k | <0.1% | 5,245 |  | Unchanged |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $679.2k | <0.1% | 36,595 |  | Added +786 |
| [UNITED PARCEL SVCS INC (UPS)](/companies/ups.md) | CL B | $674.0k | <0.1% | 5,993 |  | Added +163 |
| [DEVON ENERGY CORP NEW (DVN)](/companies/dvn.md) | COM | $668.8k | <0.1% | 15,837 |  | Reduced −2,219 |
| ISHARES TR | RUS 2000 VAL ETF | $668.7k | <0.1% | 3,040 |  | New +3,040 |
| [FORD MTR CO (F)](/companies/f.md) | COM | $666.7k | <0.1% | 47,602 |  | Reduced −56 |
| [ILLINOIS TOOL WKS INC (ITW)](/companies/itw.md) | COM | $666.0k | <0.1% | 2,482 |  | Added +669 |
| [THE CIGNA GROUP (CI)](/companies/ci.md) | COM | $660.6k | <0.1% | 2,251 |  | Added +319 |
| ISHARES TR | SHRT NAT MUN ETF | $659.5k | <0.1% | 6,203 |  | Added +531 |
| [VERTEX PHARMACEUTICALS INC (VRTX)](/companies/vrtx.md) | COM | $658.4k | <0.1% | 1,356 |  | Added +154 |
| ISHARES TR | IBOXX HI YD ETF | $651.6k | <0.1% | 8,175 |  | Added +7 |
| [DNP SELECT INCOME FD INC (DNP)](/companies/dnp.md) | COM | $643.5k | <0.1% | 58,549 |  | Added +8,387 |
| ISHARES TR | S&P 500 GRWT ETF | $630.3k | <0.1% | 4,548 |  | Added +18 |
| ASML HLDG NV | N Y REGISTRY SHS | $626.9k | <0.1% | 348 |  | Added +11 |
| [IMMUNITYBIO INC (IBRX)](/companies/ibrx.md) | COM | $626.3k | <0.1% | 70,643 |  | Added +17 |
| [TARGET CORP (TGT)](/companies/tgt.md) | COM | $623.2k | <0.1% | 4,613 |  | Added +2,551 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $621.1k | <0.1% | 8,918 |  | Added +819 |
| [PHILLIPS 66 (PSX)](/companies/psx.md) | COM | $620.4k | <0.1% | 3,293 |  | Added +316 |
| [CORE NATURAL RESOURCES INC (CNR)](/companies/cnr.md) | COM SHS | $619.8k | <0.1% | 7,570 |  | Reduced −1,262 |
| [SCHWAB CHARLES CORP (SCHW)](/companies/schw.md) | COM | $617.3k | <0.1% | 5,986 |  | Reduced −135 |
| [SELLAS LIFE SCIENCES GROUP I (SLS)](/companies/sls.md) | COM NEW | $614.7k | <0.1% | 47,462 |  | Added +14,851 |
| [VALERO ENERGY CORP (VLO)](/companies/vlo.md) | COM | $610.5k | <0.1% | 2,175 |  | Added +138 |
| ISHARES TR | U.S. TECH ETF | $606.0k | <0.1% | 2,423 |  | Reduced −38 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $605.8k | <0.1% | 9,749 |  | Reduced −1,078 |
| [NORTHWESTERN ENERGY GROUP IN (NWE)](/companies/nwe.md) | COM NEW | $604.8k | <0.1% | 8,318 |  | Added +140 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $598.5k | <0.1% | 2,479 |  | Reduced −174 |
| VANGUARD WORLD FD | MEGA CAP INDEX | $597.6k | <0.1% | 2,159 |  | Added +110 |
| [BALL CORP (BALL)](/companies/ball.md) | COM | $595.6k | <0.1% | 9,655 |  | Added +1,585 |
| AMERICAN CENTY ETF TR | US SML CP VALU | $589.8k | <0.1% | 4,759 |  | Added +1,721 |
| [DOLLAR GEN CORP (DG)](/companies/dg.md) | COM | $587.1k | <0.1% | 4,937 |  | Added +1,738 |
| [EDISON INTL (EIX)](/companies/eix.md) | COM | $585.6k | <0.1% | 7,787 |  | Reduced −114 |
| [UNUM GROUP (UNM)](/companies/unm.md) | COM | $585.0k | <0.1% | 6,686 |  | Added +347 |
| [UBER TECHNOLOGIES INC (UBER)](/companies/uber.md) | COM | $579.1k | <0.1% | 7,770 |  | Added +2,498 |
| [GRAYSCALE CHAINLINK TR ETF (GLNK)](/companies/glnk.md) | SHS | $574.8k | <0.1% | 81,763 |  | Added +16,754 |
| RBB FD INC | F/M US TREASURY | $572.2k | <0.1% | 11,461 |  | Added +101 |
| [ROCKET LAB CORP (RKLB)](/companies/rklb.md) | COM | $570.4k | <0.1% | 7,038 |  | Added +578 |
| SPDR SERIES TRUST | ST STR P500VAL | $568.2k | <0.1% | 9,213 |  | Added +3,443 |
| [NUVEEN CHURCHILL DIRECT LEND (NCDL)](/companies/ncdl.md) | COM SHS | $564.9k | <0.1% | 43,862 |  | Reduced −7,212 |
| [ROBINHOOD MKTS INC (HOOD)](/companies/hood.md) | COM CL A | $563.5k | <0.1% | 5,030 |  | Added +818 |
| [THERMO FISHER SCIENTIFIC INC (TMO)](/companies/tmo.md) | COM | $561.4k | <0.1% | 1,067 |  | Added +65 |
| [WASTE MGMT INC DEL (WM)](/companies/wm.md) | COM | $560.2k | <0.1% | 2,401 |  | Reduced −51 |
| LIBERTY GLOBAL LTD | COM CL A | $558.4k | <0.1% | 52,630 |  | Reduced −3,166 |
| [NUCOR CORP (NUE)](/companies/nue.md) | COM | $550.7k | <0.1% | 2,422 |  | Reduced −127 |
| NEBIUS GROUP N.V. | SHS CLASS A | $547.6k | <0.1% | 2,493 |  | New +2,493 |
| [BOEING CO (BA)](/companies/ba.md) | COM | $545.7k | <0.1% | 2,455 |  | Added +492 |
| [PINNACLE WEST CAP CORP (PNW)](/companies/pnw.md) | COM | $542.6k | <0.1% | 5,019 |  | Added +284 |
| [HERSHEY CO (HSY)](/companies/hsy.md) | COM | $539.5k | <0.1% | 3,107 |  | Added +402 |
| [GALAXY DIGITAL INC. (GLXY)](/companies/glxy.md) | CL A | $539.4k | <0.1% | 21,681 |  | Added +87 |
| [AMERICAN HEALTHCARE REIT INC (AHR)](/companies/ahr.md) | COM SHS | $538.4k | <0.1% | 10,051 |  | Reduced −285 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $530.5k | <0.1% | 7,473 |  | Reduced −3,692 |
| [EMERSON ELEC CO (EMR)](/companies/emr.md) | COM | $530.0k | <0.1% | 3,816 |  | Added +493 |
| [HUBBELL INC (HUBB)](/companies/hubb.md) | COM | $529.8k | <0.1% | 1,079 |  | Reduced −30 |
| [CVS HEALTH CORP (CVS)](/companies/cvs.md) | COM | $529.1k | <0.1% | 5,081 |  | Added +621 |
| [AUTOMATIC DATA PROCESSING IN (ADP)](/companies/adp.md) | COM | $524.6k | <0.1% | 2,169 |  | Added +439 |
| VANGUARD WORLD FD | HEALTH CAR ETF | $523.8k | <0.1% | 1,726 |  | Added +101 |
| INVESCO EXCH TRADED FD TR II | SHORT TERM ETF | $519.0k | <0.1% | 4,910 |  | Unchanged |
| [STEEL DYNAMICS INC (STLD)](/companies/stld.md) | COM | $517.8k | <0.1% | 2,267 |  | Reduced −341 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $516.6k | <0.1% | 5,137 |  | New +5,137 |
| JANUS DETROIT STR TR | B-BBB CLO ETF | $516.5k | <0.1% | 10,894 |  | New +10,894 |
| [PRICE T ROWE GROUP INC (TROW)](/companies/trow.md) | COM | $511.8k | <0.1% | 4,316 |  | Reduced −124 |
| [LEGALZOOM COM INC (LZ)](/companies/lz.md) | COM | $508.7k | <0.1% | 70,166 |  | Reduced −8,375 |
| [WP CAREY INC (WPC)](/companies/wpc.md) | COM | $508.1k | <0.1% | 7,091 |  | Added +1,484 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $501.7k | <0.1% | 9,925 |  | Reduced −1,035 |
| [SERVICENOW INC (NOW)](/companies/now.md) | COM | $497.3k | <0.1% | 4,617 |  | Added +812 |
| [WINTRUST FINL CORP (WTFC)](/companies/wtfc.md) | COM | $494.4k | <0.1% | 3,061 |  | Added +466 |
| [CROWN CASTLE INC (CCI)](/companies/cci.md) | COM | $490.8k | <0.1% | 6,163 |  | Added +114 |
| VANECK ETF TRUST | PREFERRED SECURT | $490.3k | <0.1% | 27,515 |  | New +27,515 |
| [COMCAST CORP NEW (CMCSA)](/companies/cmcsa.md) | CL A | $490.0k | <0.1% | 20,790 |  | Added +2,651 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $488.8k | <0.1% | 11,950 |  | Added +84 |
| [DANAHER CORP DEL (DHR)](/companies/dhr.md) | COM | $487.9k | <0.1% | 2,452 |  | Added +372 |
| ISHARES TR | MSCI EMG MKT ETF | $486.9k | <0.1% | 7,278 |  | Added +2,682 |
| [FIDELITY NATL FINL INC (FNF)](/companies/fnf.md) | COM SHS | $483.9k | <0.1% | 9,770 |  | Added +1,125 |
| FIRST TR EXCHANGE-TRADED FD | VEST LADDERED | $482.4k | <0.1% | 23,373 |  | New +23,373 |
| [CONSTELLATION ENERGY CORP (CEG)](/companies/ceg.md) | COM | $481.1k | <0.1% | 1,914 |  | Added +233 |
| [RBC BEARINGS INC (RBC)](/companies/rbc.md) | COM | $479.4k | <0.1% | 805 |  | Added +83 |
| [OREILLY AUTOMOTIVE INC (ORLY)](/companies/orly.md) | COM | $478.6k | <0.1% | 5,549 |  | Reduced −306 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $477.9k | <0.1% | 9,940 |  | Reduced −4,685 |
| CAMBRIA ETF TR | EMRG SHAREHLDR | $476.7k | <0.1% | 10,152 |  | Reduced −15,710 |
| [FREEPORT MCMORAN INC (FCX)](/companies/fcx.md) | CL B | $475.8k | <0.1% | 7,740 |  | Reduced −760 |
| [BRISTOL-MYERS SQUIBB CO (BMY)](/companies/bmy.md) | COM | $475.6k | <0.1% | 8,259 |  | Added +1,371 |
| [CINTAS CORP (CTAS)](/companies/ctas.md) | COM | $475.5k | <0.1% | 2,648 |  | Reduced −338 |
| [PULTE GROUP INC (PHM)](/companies/phm.md) | COM | $475.3k | <0.1% | 3,811 |  | Added +542 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $473.5k | <0.1% | 16,225 |  | Unchanged |
| ISHARES TR | FUTU EXPO TE ETF | $470.0k | <0.1% | 5,704 |  | Unchanged |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | $468.0k | <0.1% | 11,929 |  | Added +3,301 |
| [LABCORP HOLDINGS INC (LH)](/companies/lh.md) | COM SHS | $465.0k | <0.1% | 1,680 |  | Added +276 |
| [BECTON DICKINSON & CO (BDX)](/companies/bdx.md) | COM | $461.3k | <0.1% | 3,036 |  | Added +383 |
| [CMS ENERGY CORP (CMS)](/companies/cms.md) | COM | $456.6k | <0.1% | 6,056 |  | Added +194 |
| PACER FDS TR | US CASH COWS 100 | $452.8k | <0.1% | 7,068 |  | Added +976 |
| [BP PLC (BP)](/companies/bp.md) | SPONSORED ADR | $447.7k | <0.1% | 11,420 |  | Added +138 |
| [SHOPIFY INC (SHOP)](/companies/shop.md) | CL A SUB VTG SHS | $447.0k | <0.1% | 3,648 |  | Reduced −37 |
| ISHARES TR | US TREAS BD ETF | $442.4k | <0.1% | 19,588 |  | Reduced −1,016 |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $439.2k | <0.1% | 4,425 |  | Reduced −507 |
| [UNITED BANKSHARES INC WEST V (UBSI)](/companies/ubsi.md) | COM | $437.6k | <0.1% | 9,489 |  | Reduced −373 |
| [BLOOM ENERGY CORP (BE)](/companies/be.md) | COM CL A | $437.1k | <0.1% | 1,787 |  | New +1,787 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $430.9k | <0.1% | 7,735 |  | Added +414 |
| GOLDMAN SACHS ETF TR | NASDA 100 ETF | $427.1k | <0.1% | 7,345 |  | Added +2,898 |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | $423.6k | <0.1% | 5,511 |  | Added +2,727 |
| [KEYCORP (KEY)](/companies/key.md) | COM | $423.2k | <0.1% | 18,162 |  | Added +304 |
| CALAMOS ETF TR | AUTOC INCOM ETF | $419.6k | <0.1% | 15,465 |  | Added +6,798 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $418.7k | <0.1% | 1,516 |  | Added +150 |
| [WELLTOWER INC (WELL)](/companies/well.md) | COM | $418.2k | <0.1% | 1,806 |  | Reduced −22 |
| ISHARES TR | MSCI USA QLT FCT | $410.4k | <0.1% | 1,868 |  | Added +677 |
| INNOVATOR ETFS TRUST | EQUITY MNGD 100 | $410.2k | <0.1% | 15,058 |  | Added +2,201 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | $409.0k | <0.1% | 10,977 |  | Reduced −9,029 |
| PROSHARES TR | PSHS ULTRA QQQ | $408.5k | <0.1% | 4,360 |  | Unchanged |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $407.1k | <0.1% | 3,403 |  | New +3,403 |
| ETF SER SOLUTIONS | DISTILLATE SMLMD | $406.9k | <0.1% | 9,920 |  | Reduced −15,991 |
| ONEOK INC NEW | COM | $406.1k | <0.1% | 4,516 |  | Added +1,602 |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | COM | $404.0k | <0.1% | 2,005 |  | Added +309 |
| SPDR SERIES TRUST | ST STR P500GRW | $404.0k | <0.1% | 3,371 |  | Reduced −1,487 |
| ISHARES INC | MSCI JAPAN ETF | $402.9k | <0.1% | 4,261 |  | Added +85 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NASD ETF | $400.6k | <0.1% | 10,206 |  | Added +1,581 |
| ISHARES TR | RUS MID CAP ETF | $398.9k | <0.1% | 3,626 |  | New +3,626 |
| [HONEYWELL INTL INC (HON)](/companies/hon.md) | COM | $394.6k | <0.1% | 1,743 |  | New +1,743 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $393.3k | <0.1% | 7,915 |  | New +7,915 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $389.3k | <0.1% | 7,076 |  | Reduced −143,818 |
| [TRAVELERS COMPANIES INC (TRV)](/companies/trv.md) | COM | $385.0k | <0.1% | 1,136 |  | Added +9 |
| [ENTERGY CORP NEW (ETR)](/companies/etr.md) | COM | $383.2k | <0.1% | 3,334 |  | Added +274 |
| ISHARES TR | RUSSELL 3000 ETF | $376.3k | <0.1% | 876 |  | Reduced −131 |
| [MONSTER BEVERAGE CORP NEW (MNST)](/companies/mnst.md) | COM | $375.4k | <0.1% | 3,856 |  | Added +462 |
| [HONEYWELL AEROSPACE INC (HONA)](/companies/hona.md) | COM | $375.1k | <0.1% | 1,699 |  | New +1,699 |
| ISHARES TR | USD INV GRDE ETF | $373.3k | <0.1% | 7,361 |  | Reduced −1,546 |
| PACER FDS TR | GLOBL CASH ETF | $371.7k | <0.1% | 8,431 |  | Added +19 |
| ISHARES TR | MSCI EAFE ETF | $368.8k | <0.1% | 3,535 |  | Added +831 |
| [UNION PAC CORP (UNP)](/companies/unp.md) | COM | $368.3k | <0.1% | 1,286 |  | Added +254 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $368.3k | <0.1% | 7,106 |  | Added +581 |
| [NEWMONT CORP (NEM)](/companies/nem.md) | COM | $366.3k | <0.1% | 3,845 |  | Added +96 |
| [ROSS STORES INC (ROST)](/companies/rost.md) | COM | $366.1k | <0.1% | 1,643 |  | Added +217 |
| [CROWDSTRIKE HLDGS INC (CRWD)](/companies/crwd.md) | CL A | $365.9k | <0.1% | 1,955 |  | New +1,955 |
| [ROBLOX CORP (RBLX)](/companies/rblx.md) | CL A | $365.0k | <0.1% | 6,594 |  | Reduced −355 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR TA HIYL | $362.1k | <0.1% | 8,887 |  | New +8,887 |
| ISHARES TR | NATIONAL MUN ETF | $360.6k | <0.1% | 3,370 |  | Added +868 |
| [ULTA BEAUTY INC (ULTA)](/companies/ulta.md) | COM | $358.5k | <0.1% | 764 |  | Reduced −808 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $357.6k | <0.1% | 7,125 |  | Added +421 |
| [STARBUCKS CORP (SBUX)](/companies/sbux.md) | COM | $356.8k | <0.1% | 3,365 |  | Added +180 |
| [ISHARES BITCOIN TRUST ETF (IBIT)](/companies/ibit.md) | SHS BEN INT | $356.5k | <0.1% | 9,840 |  | Reduced −2,677 |
| [TWILIO INC (TWLO)](/companies/twlo.md) | CL A | $351.3k | <0.1% | 1,636 |  | New +1,636 |
| [CF INDUSTRIES HOLD (CF)](/companies/cf.md) | COM | $349.1k | <0.1% | 2,986 |  | Reduced −1 |
| GENCO SHIPPING & TRADING LTD | SHS | $348.4k | <0.1% | 13,656 |  | Reduced −5,082 |
| [HF SINCLAIR CORP (DINO)](/companies/dino.md) | COM | $347.1k | <0.1% | 4,446 |  | Added +759 |
| VANGUARD INDEX FDS | SM CP VAL ETF | $344.8k | <0.1% | 1,425 |  | Added +21 |
| [STATE STR SPDR S&P MIDCAP 40 (MDY)](/companies/mdy.md) | UTSER1 S&PDCRP | $341.1k | <0.1% | 494 |  | Added +138 |
| SPDR SERIES TRUST | ST STR PR SP1500 | $339.3k | <0.1% | 3,704 |  | Reduced −117 |
| [HEALTHPEAK PROPERTIES INC (DOC)](/companies/doc.md) | COM | $338.4k | <0.1% | 15,631 |  | Added +2,880 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $338.2k | <0.1% | 8,013 |  | Reduced −1,257 |
| [HYPERLIQUID STRATEGIES INC (PURR)](/companies/purr.md) | COM | $336.5k | <0.1% | 44,575 |  | Added +24,557 |
| [PPL CORP (PPL)](/companies/ppl.md) | COM | $336.0k | <0.1% | 9,390 |  | Added +663 |
| [EVERPURE INC (P)](/companies/p.md) | CL A | $335.2k | <0.1% | 4,222 |  | Added +590 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQ | $333.3k | <0.1% | 7,237 |  | Added +385 |
| INVESCO EXCHANGE TRADED FD T | DIVID ACHIEVEV | $331.1k | <0.1% | 5,913 |  | New +5,913 |
| [FIRSTENERGY CORP (FE)](/companies/fe.md) | COM | $329.4k | <0.1% | 6,873 |  | Added +207 |
| [SILICON MOTION TECHNOLOGY CO (SIMO)](/companies/simo.md) | SPONSORED ADR | $326.7k | <0.1% | 1,001 |  | New +1,001 |
| INVESCO EXCH TRD SLF IDX FD | INVSC 30 MUNI BD | $326.6k | <0.1% | 14,923 |  | Unchanged |
| LIBERTY GLOBAL LTD | COM CL C | $326.2k | <0.1% | 31,763 |  | Added +11,456 |
| [SLIDE INS HLDGS INC (SLDE)](/companies/slde.md) | COM | $325.1k | <0.1% | 15,305 |  | Reduced −7,393 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $323.8k | <0.1% | 6,432 |  | Added +1,175 |
| [SKYWORKS SOLUTIONS INC (SWKS)](/companies/swks.md) | COM | $322.8k | <0.1% | 5,346 |  | Reduced −1,717 |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $322.1k | <0.1% | 9,364 |  | Added +710 |
| VANGUARD INDEX FDS | MID CAP ETF | $320.7k | <0.1% | 3,962 |  | New +3,962 |
| [OVINTIV INC (OVV)](/companies/ovv.md) | COM | $319.4k | <0.1% | 5,752 |  | Added +669 |
| ACCENTURE PLC IRELAND | SHS CLASS A | $318.5k | <0.1% | 2,353 |  | Added +21 |
| INNOVATOR ETFS TRUST | US EQTY BUFR FEB | $318.2k | <0.1% | 6,000 |  | Unchanged |
| [ARCHER DANIELS MIDLAND CO (ADM)](/companies/adm.md) | COM | $317.0k | <0.1% | 3,942 |  | Added +193 |
| [NISOURCE INC (NI)](/companies/ni.md) | COM | $316.0k | <0.1% | 6,738 |  | Added +2,517 |
| SPDR INDEX SHS FDS | ST INTL CAP ETF | $315.4k | <0.1% | 7,184 |  | Added +9 |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | $314.7k | <0.1% | 5,650 |  | Added +1,650 |
| J P MORGAN EXCHANGE TRADED F | HEDG EQU LAD ETF | $313.1k | <0.1% | 4,582 |  | New +4,582 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $312.5k | <0.1% | 6,875 |  | Added +66 |
| [TORONTO DOMINION BK ONT (TD)](/companies/td.md) | COM NEW | $311.2k | <0.1% | 2,582 |  | Added +6 |
| [KIMBERLY-CLARK CORP (KMB)](/companies/kmb.md) | COM | $311.2k | <0.1% | 2,765 |  | Reduced −265 |
| AIM ETF PRODUCTS TRUST | US LRGCP B10 NOV | $311.0k | <0.1% | 7,795 |  | Reduced −1,495 |
| [BEST BUY INC (BBY)](/companies/bby.md) | COM | $310.5k | <0.1% | 3,753 |  | Added +220 |
| [MASTEC INC (MTZ)](/companies/mtz.md) | COM | $309.6k | <0.1% | 830 |  | Added +7 |
| [RIO TINTO PLC (RIO)](/companies/rio.md) | SPONSORED ADR | $309.0k | <0.1% | 3,414 |  | Reduced −868 |
| [QUANTA SVCS INC (PWR)](/companies/pwr.md) | COM | $307.0k | <0.1% | 466 |  | Reduced −70 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2029 MUNI | $304.3k | <0.1% | 13,188 |  | Added +1 |
| ISHARES TR | ISHS 5-10YR INVT | $302.9k | <0.1% | 5,754 |  | Reduced −242 |
| INNOVATOR ETFS TRUST | PREM INC 20 BARR | $297.4k | <0.1% | 11,931 |  | Reduced −955 |
| LYONDELLBASELL INDUSTRIES NV | SHS - A - | $292.9k | <0.1% | 5,196 |  | Reduced −646 |
| STRATEGY SHS | DAY HAGAN SMART | $292.4k | <0.1% | 5,269 |  | Unchanged |
| [GAMING & LEISURE P (GLPI)](/companies/glpi.md) | COM | $291.1k | <0.1% | 6,741 |  | Added +1,673 |
| [AMERICAN WTR WKS CO INC NEW (AWK)](/companies/awk.md) | COM | $288.9k | <0.1% | 2,211 |  | Added +458 |
| FIRST TR EXCHANGE-TRADED FD | STRUCTURED CR IN | $288.7k | <0.1% | 14,028 |  | New +14,028 |
| [REGIONS FINANCIAL CORP NEW (RF)](/companies/rf.md) | COM | $287.9k | <0.1% | 9,312 |  | Added +763 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $283.9k | <0.1% | 2,917 |  | New +2,917 |
| [GABELLI UTIL TR (GUT)](/companies/gut.md) | COM | $282.5k | <0.1% | 41,239 |  | Added +6,141 |
| VANGUARD INDEX FDS | SMALL CP ETF | $281.2k | <0.1% | 943 |  | Added +179 |
| [BLUE OWL CAPITAL CORPORATION (OBDC)](/companies/obdc.md) | COM | $280.3k | <0.1% | 25,578 |  | Added +1,943 |
| [BLACKSTONE SECD LENDING FD (BXSL)](/companies/bxsl.md) | COMMON STOCK | $278.7k | <0.1% | 11,891 |  | Unchanged |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | $276.5k | <0.1% | 1,520 |  | New +1,520 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $275.9k | <0.1% | 4,565 |  | Reduced −216 |
| [COLGATE PALMOLIVE CO (CL)](/companies/cl.md) | COM | $275.5k | <0.1% | 2,988 |  | Added +291 |
| ISHARES TR | CORE DIV GRWTH | $275.2k | <0.1% | 3,571 |  | New +3,571 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $272.9k | <0.1% | 3,517 |  | New +3,517 |
| ISHARES TR | 0-5 YR TIPS ETF | $272.2k | <0.1% | 2,686 |  | Added +272 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | $272.0k | <0.1% | 6,136 |  | Unchanged |
| SPDR SERIES TRUST | ST STR SP DIV | $270.6k | <0.1% | 1,753 |  | New +1,753 |
| [GLOBE LIFE INC (GL)](/companies/gl.md) | COM | $269.9k | <0.1% | 1,507 |  | New +1,507 |
| TIDAL TRUST I | UNLIMITED HFND | $267.5k | <0.1% | 10,917 |  | New +10,917 |
| ISHARES TR | ULTRA SHORT DUR | $267.4k | <0.1% | 5,300 |  | Reduced −369 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $267.2k | <0.1% | 1,327 |  | Reduced −30 |
| [NASDAQ INC (NDAQ)](/companies/ndaq.md) | COM | $266.8k | <0.1% | 3,029 |  | New +3,029 |
| [SPROTT ASSET MANAGEMENT LP (PHYS)](/companies/phys.md) | PHYSICAL GOLD TR | $266.4k | <0.1% | 8,595 |  | Unchanged |
| [BITWISE SOLANA STAKING ETF (BSOL)](/companies/bsol.md) | COM SHS OF BENEF | $264.8k | <0.1% | 25,000 |  | Reduced −10,799 |
| [BERKLEY W R CORP (WRB)](/companies/wrb.md) | COM | $263.1k | <0.1% | 3,644 |  | New +3,644 |
| [BROADRIDGE FINL SOLUTIONS IN (BR)](/companies/br.md) | COM | $262.9k | <0.1% | 1,782 |  | New +1,782 |
| [NORTHROP GRUMMAN CORP (NOC)](/companies/noc.md) | COM | $261.9k | <0.1% | 485 |  | Added +42 |
| [DTE ENERGY CO (DTE)](/companies/dte.md) | COM | $261.5k | <0.1% | 1,740 |  | Reduced −59 |
| [MID-AMER APT CMNTYS INC (MAA)](/companies/maa.md) | COM | $258.5k | <0.1% | 1,911 |  | New +1,911 |
| TIDAL TRUST II | RTN STACKED BD | $255.8k | <0.1% | 13,489 |  | Reduced −15,987 |
| [ROCKWELL AUTOMATION INC (ROK)](/companies/rok.md) | COM | $250.8k | <0.1% | 531 |  | Added +19 |
| SPDR SERIES TRUST | ST BLOO HIGH ETF | $250.7k | <0.1% | 2,613 |  | Added +185 |
| [HALLIBURTON CO (HAL)](/companies/hal.md) | COM | $250.1k | <0.1% | 7,273 |  | Added +1,314 |
| SSGA ACTIVE TR | ST STR BLACK ETF | $248.4k | <0.1% | 8,904 |  | New +8,904 |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | $247.4k | <0.1% | 6,737 |  | Added +240 |
| CHUBB LIMITED | COM | $245.9k | <0.1% | 707 |  | Added +9 |
| [WESTERN UN CO (WU)](/companies/wu.md) | COM | $245.6k | <0.1% | 31,329 |  | Added +10,821 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | $244.6k | <0.1% | 9,286 |  | New +9,286 |
| ISHARES TR | 3 7 YR TREAS BD | $244.0k | <0.1% | 2,090 |  | Reduced −38 |
| [ONEMAIN HLDGS INC (OMF)](/companies/omf.md) | COM | $243.2k | <0.1% | 4,104 |  | Added +223 |
| [SALESFORCE INC (CRM)](/companies/crm.md) | COM | $242.2k | <0.1% | 1,483 |  | Reduced −1,413 |
| ISHARES TR | 0-5YR HI YL CP | $241.7k | <0.1% | 5,724 |  | Added +106 |
| [MONDELEZ INTL INC (MDLZ)](/companies/mdlz.md) | CL A | $240.5k | <0.1% | 4,087 |  | Reduced −125 |
| INNOVATOR ETFS TRUST | US SML CP PWR B | $239.9k | <0.1% | 7,104 |  | New +7,104 |
| [ON SEMICONDUCTOR CORP (ON)](/companies/on.md) | COM | $239.5k | <0.1% | 2,495 |  | Reduced −528 |
| ISHARES TR | ISHS 1-5YR INVS | $237.3k | <0.1% | 4,552 |  | Reduced −321 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST GOLD | $233.1k | <0.1% | 11,090 |  | New +11,090 |
| [ENTERPRISE PRODS PARTNERS L (EPD)](/companies/epd.md) | COM | $233.0k | <0.1% | 6,252 |  | Reduced −634 |
| [SHERWIN WILLIAMS CO (SHW)](/companies/shw.md) | COM | $232.5k | <0.1% | 697 |  | Added +45 |
| [UGI CORP NEW (UGI)](/companies/ugi.md) | COM | $232.3k | <0.1% | 6,481 |  | Reduced −467 |
| PGIM ROCK ETF TR | LADDE S&P 20 ETF | $232.2k | <0.1% | 7,543 |  | New +7,543 |
| ISHARES TR | ESG AWARE MSCI | $231.6k | <0.1% | 4,236 |  | Added +11 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $231.3k | <0.1% | 1,714 |  | Unchanged |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | $230.1k | <0.1% | 6,040 |  | New +6,040 |
| [TEXTRON INC (TXT)](/companies/txt.md) | COM | $229.1k | <0.1% | 2,520 |  | Reduced −12 |
| [ARROWMARK FINANCIAL CORP (BANX)](/companies/banx.md) | COM | $227.8k | <0.1% | 11,388 |  | Reduced −1,917 |
| [LIMBACH HLDGS INC (LMB)](/companies/lmb.md) | COM | $226.7k | <0.1% | 3,000 |  | Reduced −126 |
| [ATLASSIAN CORPORATION (TEAM)](/companies/team.md) | CL A | $226.0k | <0.1% | 2,542 |  | New +2,542 |
| VANECK FDS | ONCHAIN ECONOMY | $223.4k | <0.1% | 5,415 |  | New +5,415 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | $222.6k | <0.1% | 5,375 |  | Reduced −231 |
| DFA INVT DIMENSIONS GROUP IN | U.S. MIC CAP SHS | $222.1k | <0.1% | 3,693 |  | New +3,693 |
| VANGUARD WORLD FD | UTILITIES ETF | $221.3k | <0.1% | 1,128 |  | New +1,128 |
| [SLB LIMITED (SLB)](/companies/slb.md) | COM STK | $220.7k | <0.1% | 4,620 |  | Added +504 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2031 CP | $219.8k | <0.1% | 13,453 |  | Reduced −1,394 |
| VANGUARD INDEX FDS | LARGE CAP ETF | $218.7k | <0.1% | 629 |  | New +629 |
| [PAYCHEX INC (PAYX)](/companies/payx.md) | COM | $217.9k | <0.1% | 2,027 |  | New +2,027 |
| [WORLD GOLD TR (GLDM)](/companies/gldm.md) | SPDR GLD MINIS | $215.7k | <0.1% | 2,654 |  | New +2,654 |
| INNOVATOR ETFS TRUST | INTL DEV PWR BUF | $215.3k | <0.1% | 5,836 |  | Reduced −330 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $215.1k | <0.1% | 6,100 |  | Unchanged |
| [UNITED AIRLS HLDGS INC (UAL)](/companies/ual.md) | COM | $214.8k | <0.1% | 1,703 |  | New +1,703 |
| [ROBERT HALF INC. (RHI)](/companies/rhi.md) | COM | $214.4k | <0.1% | 6,615 |  | New +6,615 |
| ISHARES INC | MSCI CDA ETF | $214.2k | <0.1% | 3,653 |  | Reduced −33 |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | $213.8k | <0.1% | 3,260 |  | Unchanged |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $213.7k | <0.1% | 707 |  | New +707 |
| [S&P GLOBAL INC (SPGI)](/companies/spgi.md) | COM | $213.7k | <0.1% | 496 |  | Added +5 |
| [CENTENE CORP DEL (CNC)](/companies/cnc.md) | COM | $213.3k | <0.1% | 3,166 |  | New +3,166 |
| [SYSCO CORP (SYY)](/companies/syy.md) | COM | $212.8k | <0.1% | 2,540 |  | Reduced −19,104 |
| [OMEGA HEALTHCARE INVS INC (OHI)](/companies/ohi.md) | COM | $212.5k | <0.1% | 4,397 |  | New +4,397 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM BUF 15 | $212.2k | <0.1% | 6,979 |  | New +6,979 |
| INNOVATOR ETFS TRUST | INTRNL DEV JULY | $211.2k | <0.1% | 5,845 |  | New +5,845 |
| PACER FDS TR | SWAN SOS FD OF | $211.2k | <0.1% | 6,132 |  | Unchanged |
| BUNGE GLOBAL SA | COM SHS | $211.1k | <0.1% | 1,846 |  | Reduced −27 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $210.2k | <0.1% | 3,793 |  | New +3,793 |
| VANECK ETF TRUST | GOLD MINERS ETF | $209.2k | <0.1% | 2,770 |  | Reduced −706 |
| ISHARES TR | SELECT DIVID ETF | $208.4k | <0.1% | 1,307 |  | New +1,307 |
| ISHARES INC | MSCI STH KOR ETF | $208.1k | <0.1% | 1,134 |  | New +1,134 |
| ISHARES TR | CORE MSCI TOTAL | $206.9k | <0.1% | 2,172 |  | New +2,172 |
| HARBOR ETF TRUST | HUMAN CAP LARGE | $206.9k | <0.1% | 4,598 |  | Reduced −5,190 |
| [BELPOINTE PREP LLC (OZ)](/companies/oz.md) | UNIT RP LTD LB A | $206.0k | <0.1% | 4,557 |  | Reduced −1 |
| [CONSOLIDATED EDISON INC (ED)](/companies/ed.md) | COM | $204.8k | <0.1% | 1,844 |  | New +1,844 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | $204.3k | <0.1% | 4,499 |  | New +4,499 |
| INNOVATOR ETFS TRUST | EQUI DEF PRO APR | $203.5k | <0.1% | 7,726 |  | Reduced −2,738 |
| [COGNEX CORP (CGNX)](/companies/cgnx.md) | COM | $203.2k | <0.1% | 3,044 |  | New +3,044 |
| [OMNICOM GROUP INC (OMC)](/companies/omc.md) | COM | $202.8k | <0.1% | 2,477 |  | New +2,477 |
| [TWIST BIOSCIENCE CORP (TWST)](/companies/twst.md) | COM | $202.1k | <0.1% | 2,230 |  | New +2,230 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $201.5k | <0.1% | 940 |  | New +940 |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | $200.8k | <0.1% | 4,834 |  | Reduced −1,275 |
| INNOVATOR ETFS TRUST | EQUIT DEFIN JUL | $200.5k | <0.1% | 6,680 |  | Reduced −2,449 |
| GLOBAL X FDS | NASDAQ 100 COVER | $185.6k | <0.1% | 10,064 |  | Reduced −309 |
| [ADURO CLEAN TECHNOLOGIES INC (ADUR)](/companies/adur.md) | COM NEW | $161.2k | <0.1% | 10,000 |  | New +10,000 |
| [NOKIA CORP (NOK)](/companies/nok.md) | SPONSORED ADR | $132.0k | <0.1% | 10,608 |  | New +10,608 |
| [KOPIN CORP (KOPN)](/companies/kopn.md) | COM | $116.0k | <0.1% | 28,685 |  | Added +11,185 |
| [VANECK SOLANA TR (VSOL)](/companies/vsol.md) | COM SHS BEN INT | $114.7k | <0.1% | 11,021 |  | New +11,021 |
| STELLANTIS N.V | SHS | $108.6k | <0.1% | 19,754 |  | Reduced −5,482 |
| [CORNERSTONE STRATEGIC INVEST (CLM)](/companies/clm.md) | COM | $108.1k | <0.1% | 14,163 |  | Added +160 |
| [GLOBAL NET LEASE INC (GNL)](/companies/gnl.md) | COM NEW | $97.0k | <0.1% | 10,690 |  | New +10,690 |
| [ONDAS INC (ONDS)](/companies/onds.md) | COM NEW | $78.2k | <0.1% | 10,766 |  | New +10,766 |
| [PMV PHARMACEUTICALS INC (PMVP)](/companies/pmvp.md) | COM | $62.0k | <0.1% | 50,000 |  | Unchanged |
| [MAGNACHIP SEMICONDUCTOR CORP (MX)](/companies/mx.md) | COM | $60.3k | <0.1% | 15,000 |  | New +15,000 |
| [MYOMO INC (MYO)](/companies/myo.md) | COM NEW | $23.2k | <0.1% | 21,120 |  | Unchanged |
| [DOUGLAS ELLIMAN INC (DOUG)](/companies/doug.md) | COM | $19.1k | <0.1% | 10,000 |  | Unchanged |

## 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 |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ALBEMARLE CORP (ALB)](/companies/alb.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,202 |
| [ALCOA CORP (AA)](/companies/aa.md) | COM | $0 | 0.0% | 0 |  | Sold out −3,305 |
| [ALLSTATE CORP (ALL)](/companies/all.md) | COM | $0 | 0.0% | 0 |  | Sold out −6,985 |
| [AVERY DENNISON CORP (AVY)](/companies/avy.md) | COM | $0 | 0.0% | 0 |  | Sold out −8,248 |
| [BOSTON SCIENTIFIC CORP (BSX)](/companies/bsx.md) | COM | $0 | 0.0% | 0 |  | Sold out −3,444 |
| [CASEYS GEN STORES INC (CASY)](/companies/casy.md) | COM | $0 | 0.0% | 0 |  | Sold out −850 |
| [CHIPOTLE MEXICAN GRILL INC (CMG)](/companies/cmg.md) | COM | $0 | 0.0% | 0 |  | Sold out −37,469 |
| [CORECIVIC INC (CXW)](/companies/cxw.md) | COM | $0 | 0.0% | 0 |  | Sold out −17,612 |
| ETF OPPORTUNITIES TRUST | SMI 3FOURTEEN FU | $0 | 0.0% | 0 |  | Sold out −8,117 |
| ETF SER SOLUTIONS | DISTILLATE US | $0 | 0.0% | 0 |  | Sold out −6,627 |
| EXXON MOBIL CORP | COM | $0 | 0.0% | 0 |  | Sold out −77,584 |
| FABRINET | SHS | $0 | 0.0% | 0 |  | Sold out −1,223 |
| [FRANCO NEV CORP (FNV)](/companies/fnv.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,018 |
| HARBOR ETF TRUST | DISCIPLINED BOND | $0 | 0.0% | 0 |  | Sold out −7,981 |
| HARBOR ETF TRUST | INTERNATNAL COMP | $0 | 0.0% | 0 |  | Sold out −11,379 |
| [HCA HEALTHCARE INC (HCA)](/companies/hca.md) | COM | $0 | 0.0% | 0 |  | Sold out −475 |
| HONEYWELL INTL INC | COM | $0 | 0.0% | 0 |  | Sold out −3,536 |
| ISHARES INC | MSCI GBL MIN VOL | $0 | 0.0% | 0 |  | Sold out −1,964 |
| ISHARES TR | CORE HIGH DV ETF | $0 | 0.0% | 0 |  | Sold out −47,030 |
| ISHARES TR | US AER DEF ETF | $0 | 0.0% | 0 |  | Sold out −976 |
| ISHARES TR | MBS ETF | $0 | 0.0% | 0 |  | Sold out −2,384 |
| ISHARES TR | 1 3 YR TREAS BD | $0 | 0.0% | 0 |  | Sold out −14,141 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $0 | 0.0% | 0 |  | Sold out −7,309 |
| [MAIN STR CAP CORP (MAIN)](/companies/main.md) | COM | $0 | 0.0% | 0 |  | Sold out −4,299 |
| [MSCI INC (MSCI)](/companies/msci.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,434 |
| [REGENERON PHARMACEUTICALS (REGN)](/companies/regn.md) | COM | $0 | 0.0% | 0 |  | Sold out −277 |
| [ROLLINS INC (ROL)](/companies/rol.md) | COM | $0 | 0.0% | 0 |  | Sold out −24,626 |
| [SCHEIN HENRY INC (HSIC)](/companies/hsic.md) | COM | $0 | 0.0% | 0 |  | Sold out −18,263 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $0 | 0.0% | 0 |  | Sold out −25,602 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $0 | 0.0% | 0 |  | Sold out −12,064 |
| SCHWAB STRATEGIC TR | US TIPS ETF | $0 | 0.0% | 0 |  | Sold out −7,917 |
| SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | $0 | 0.0% | 0 |  | Sold out −5,541 |
| SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | $0 | 0.0% | 0 |  | Sold out −4,915 |
| SILA REALTY TRUST INC | COMMON STOCK | $0 | 0.0% | 0 |  | Sold out −12,442 |
| SPDR SERIES TRUST | STATE STREET SPD | $0 | 0.0% | 0 |  | Sold out −3,295 |
| SPOTIFY TECHNOLOGY S A | SHS | $0 | 0.0% | 0 |  | Sold out −485 |
| STRATEGIC TRUST | RUNNING GWTH ETF | $0 | 0.0% | 0 |  | Sold out −7,119 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $0 | 0.0% | 0 |  | Sold out −5,623 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $0 | 0.0% | 0 |  | Sold out −4,213 |
| [VERISK ANALYTICS INC (VRSK)](/companies/vrsk.md) | COM | $0 | 0.0% | 0 |  | Sold out −6,860 |
| WISDOMTREE TR | INTERNATIONL EFI | $0 | 0.0% | 0 |  | Sold out −4,599 |
| [WW GRAINGER INC (GWW)](/companies/gww.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,331 |

Source: SEC EDGAR, Form 13F-HR, accession 0001754960-26-000528. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.