# Leo Wealth, LLC: Form 13F holdings

An institutional investment manager in HURST, TX. SEC CIK 1912202.

- Quarter ended: 2026-03-31
- Filed: 2026-05-05
- Reported value: $1.38bn
- Positions: 452 (452 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: not compared; the manager did not file for the quarter before
- Filing: https://www.sec.gov/Archives/edgar/data/1912202/000175496026000352/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Mar 31, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| VANGUARD WORLD FD | ESG US STK ETF | $77.8m | 5.6% | 692,530 |  | Not compared |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $55.4m | 4.0% | 442,595 |  | Not compared |
| AMERICAN CENTY ETF TR | US EQT ETF | $52.5m | 3.8% | 471,880 |  | Not compared |
| VANGUARD WORLD FD | ESG INTL STK ETF | $49.8m | 3.6% | 693,587 |  | Not compared |
| ISHARES TR | 7-10 YR TRSY BD | $44.3m | 3.2% | 464,602 |  | Not compared |
| [AFFIRM HLDGS INC (AFRM)](/companies/afrm.md) | COM CL A | $42.4m | 3.1% | 924,622 |  | Not compared |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $41.8m | 3.0% | 171,116 |  | Not compared |
| ISHARES TR | IBOXX INV CP ETF | $33.2m | 2.4% | 304,760 |  | Not compared |
| SPDR SERIES TRUST | STATE STREET SPD | $32.1m | 2.3% | 419,144 |  | Not compared |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $30.3m | 2.2% | 119,197 |  | Not compared |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $27.1m | 2.0% | 130,025 |  | Not compared |
| JANUS DETROIT STR TR | HENDERSON MTG | $26.8m | 1.9% | 594,085 |  | Not compared |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $24.1m | 1.8% | 786,706 |  | Not compared |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $19.9m | 1.4% | 263,346 |  | Not compared |
| WISDOMTREE TR | FLOATNG RAT TREA | $17.5m | 1.3% | 344,162 |  | Not compared |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $17.2m | 1.2% | 590,246 |  | Not compared |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | $15.6m | 1.1% | 243,451 |  | Not compared |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $15.5m | 1.1% | 41,752 |  | Not compared |
| ISHARES INC | JP MRG EM CRP BD | $15.4m | 1.1% | 339,200 |  | Not compared |
| SPDR SERIES TRUST | BLOOMBERG INTL | $14.4m | 1.0% | 462,961 |  | Not compared |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $13.7m | 1.0% | 166,263 |  | Not compared |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $12.9m | 0.9% | 26,841 |  | Not compared |
| ISHARES INC | JP MORGAN EM ETF | $12.6m | 0.9% | 308,966 |  | Not compared |
| HONEYWELL INTL INC | COM | $12.4m | 0.9% | 54,660 |  | Not compared |
| ISHARES INC | MSCI EMRG CHN | $12.3m | 0.9% | 156,642 |  | Not compared |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $12.2m | 0.9% | 69,875 |  | Not compared |
| [GE VERNOVA INC (GEV)](/companies/gev.md) | COM | $11.4m | 0.8% | 13,052 |  | Not compared |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $11.4m | 0.8% | 19,061 |  | Not compared |
| ISHARES TR | MSCI WORLD SMALL | $11.3m | 0.8% | 362,440 |  | Not compared |
| ISHARES TR | GLOB HLTHCRE ETF | $11.2m | 0.8% | 119,699 |  | Not compared |
| VANGUARD INDEX FDS | GROWTH ETF | $10.7m | 0.8% | 24,555 |  | Not compared |
| SIMPLIFY EXCHANGE TRADED FUN | HEDGED EQUITY | $10.5m | 0.8% | 333,880 |  | Not compared |
| WISDOMTREE TR | ENHNCD CMMDTY ST | $10.4m | 0.8% | 436,173 |  | Not compared |
| [MCDONALDS CORP (MCD)](/companies/mcd.md) | COM | $9.0m | 0.7% | 29,070 |  | Not compared |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 HG | $8.8m | 0.6% | 418,693 |  | Not compared |
| ISHARES TR | 20 YR TR BD ETF | $8.6m | 0.6% | 99,099 |  | Not compared |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | $8.6m | 0.6% | 369,699 |  | Not compared |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | $8.3m | 0.6% | 383,914 |  | Not compared |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $8.1m | 0.6% | 37,720 |  | Not compared |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $8.1m | 0.6% | 28,148 |  | Not compared |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $7.9m | 0.6% | 12,147 |  | Not compared |
| DBX ETF TR | XTRACK MSCI ALL | $7.7m | 0.6% | 180,481 |  | Not compared |
| INVESCO EXCH TRD SLF IDX FD | INVESCO BULLETSH | $7.3m | 0.5% | 282,511 |  | Not compared |
| INVESCO QQQ TR | UNIT SER 1 | $7.3m | 0.5% | 12,568 |  | Not compared |
| [BLACKROCK INC (BLK)](/companies/blk.md) | COM | $7.2m | 0.5% | 7,444 |  | Not compared |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.4m | 0.5% | 99,867 |  | Not compared |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $6.4m | 0.5% | 141,847 |  | Not compared |
| ISHARES TR | CORE S&P500 ETF | $6.2m | 0.5% | 9,492 |  | Not compared |
| EXXON MOBIL CORP | COM | $6.1m | 0.4% | 35,768 |  | Not compared |
| FRANKLIN TEMPLETON ETF TR | FTSE CHINA | $5.5m | 0.4% | 247,270 |  | Not compared |
| ISHARES TR | CORE S&P SCP ETF | $5.3m | 0.4% | 42,467 |  | Not compared |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $5.1m | 0.4% | 108,334 |  | Not compared |
| ISHARES TR | IBDS DEC28 ETF | $5.0m | 0.4% | 195,552 |  | Not compared |
| ISHARES TR | IBONDS 27 ETF | $4.9m | 0.4% | 203,315 |  | Not compared |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $4.9m | 0.4% | 17,035 |  | Not compared |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $4.8m | 0.4% | 9,691 |  | Not compared |
| ISHARES TR | S&P 500 VAL ETF | $4.7m | 0.3% | 22,355 |  | Not compared |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $4.7m | 0.3% | 15,130 |  | Not compared |
| [VERIZON COMMUNICATIONS INC (VZ)](/companies/vz.md) | COM | $4.7m | 0.3% | 92,748 |  | Not compared |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $4.6m | 0.3% | 237,498 |  | Not compared |
| [SPDR GOLD TR (GLD)](/companies/gld.md) | GOLD SHS | $4.6m | 0.3% | 10,683 |  | Not compared |
| [EMERSON ELEC CO (EMR)](/companies/emr.md) | COM | $4.6m | 0.3% | 35,024 |  | Not compared |
| [AT&T INC (T)](/companies/t.md) | COM | $4.6m | 0.3% | 157,634 |  | Not compared |
| SPDR SERIES TRUST | STATE STRET SPDR | $4.5m | 0.3% | 127,061 |  | Not compared |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $4.5m | 0.3% | 178,226 |  | Not compared |
| ISHARES TR | IBONDS DEC 29 | $4.4m | 0.3% | 191,154 |  | Not compared |
| VANGUARD INDEX FDS | VALUE ETF | $4.4m | 0.3% | 22,437 |  | Not compared |
| [INTERNATIONAL BUSINESS MACHS (IBM)](/companies/ibm.md) | COM | $4.4m | 0.3% | 17,986 |  | Not compared |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.3m | 0.3% | 13,440 |  | Not compared |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $4.2m | 0.3% | 20,423 |  | Not compared |
| [BIOGEN INC (BIIB)](/companies/biib.md) | COM | $4.2m | 0.3% | 22,737 |  | Not compared |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $4.1m | 0.3% | 7,154 |  | Not compared |
| [CISCO SYS INC (CSCO)](/companies/csco.md) | COM | $4.1m | 0.3% | 52,642 |  | Not compared |
| [BRISTOL-MYERS SQUIBB CO (BMY)](/companies/bmy.md) | COM | $4.0m | 0.3% | 65,938 |  | Not compared |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $3.9m | 0.3% | 31,404 |  | Not compared |
| [DUKE ENERGY CORP NEW (DUK)](/companies/duk.md) | COM NEW | $3.8m | 0.3% | 28,694 |  | Not compared |
| ISHARES TR | RUS 1000 GRW ETF | $3.6m | 0.3% | 8,543 |  | Not compared |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $3.5m | 0.3% | 16,154 |  | Not compared |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $3.4m | 0.2% | 62,327 |  | Not compared |
| ISHARES TR | IBONDS DEC2026 | $3.3m | 0.2% | 137,080 |  | Not compared |
| [NETFLIX INC. (NFLX)](/companies/nflx.md) | COM | $3.3m | 0.2% | 34,188 |  | Not compared |
| VANGUARD WORLD FD | MEGA CAP INDEX | $3.3m | 0.2% | 13,878 |  | Not compared |
| WISDOMTREE TR | EM EX ST-OWNED | $3.2m | 0.2% | 80,130 |  | Not compared |
| NUVEEN AMT FREE QLTY MUN INC | COM | $3.2m | 0.2% | 283,141 |  | Not compared |
| [INVESCO TR INVT GRADE MUNS (VGM)](/companies/vgm.md) | COM | $3.2m | 0.2% | 319,284 |  | Not compared |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $3.1m | 0.2% | 3,398 |  | Not compared |
| INVESCO ACTIVELY MANAGED EXC | VAR RATE INVT | $3.1m | 0.2% | 131,440 |  | Not compared |
| [WESTERN ASSET MANAGED MUNS F (MMU)](/companies/mmu.md) | COM | $3.1m | 0.2% | 299,771 |  | Not compared |
| [MERCK & CO INC (MRK)](/companies/mrk.md) | COM | $3.0m | 0.2% | 24,749 |  | Not compared |
| [WORLD GOLD TR (GLDM)](/companies/gldm.md) | SPDR GLD MINIS | $2.9m | 0.2% | 31,816 |  | Not compared |
| [PFIZER INC (PFE)](/companies/pfe.md) | COM | $2.9m | 0.2% | 104,084 |  | Not compared |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.9m | 0.2% | 37,725 |  | Not compared |
| [BLACKROCK MUNIYIELD QUALITY (MYI)](/companies/myi.md) | COM | $2.9m | 0.2% | 274,876 |  | Not compared |
| ISHARES TR | CORE DIV GRWTH | $2.9m | 0.2% | 40,692 |  | Not compared |
| [BLACKROCK MUNIHOLDINGS FD IN (MHD)](/companies/mhd.md) | COM | $2.8m | 0.2% | 251,331 |  | Not compared |
| ISHARES TR | MRGSTR MD CP GRW | $2.8m | 0.2% | 35,794 |  | Not compared |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $2.8m | 0.2% | 2,829 |  | Not compared |
| ISHARES TR | IBONDS DEC 2030 | $2.7m | 0.2% | 123,651 |  | Not compared |
| [PROGRESSIVE CORP (PGR)](/companies/pgr.md) | COM | $2.7m | 0.2% | 13,542 |  | Not compared |
| [KENVUE INC (KVUE)](/companies/kvue.md) | COM | $2.7m | 0.2% | 155,156 |  | Not compared |
| ISHARES TR | ESG AWR MSCI USA | $2.7m | 0.2% | 18,870 |  | Not compared |
| [GOLDMAN SACHS GROUP INC (GS)](/companies/gs.md) | COM | $2.5m | 0.2% | 3,012 |  | Not compared |
| [COMCAST CORP NEW (CMCSA)](/companies/cmcsa.md) | CL A | $2.5m | 0.2% | 87,196 |  | Not compared |
| [NOVARTIS AG (NVS)](/companies/nvs.md) | SPONSORED ADR | $2.4m | 0.2% | 15,866 |  | Not compared |
| ASML HLDG NV | N Y REGISTRY SHS | $2.4m | 0.2% | 1,787 |  | Not compared |
| [ABRDN SILVER ETF TRUST (SIVR)](/companies/sivr.md) | PHYSCL SILVR SHS | $2.4m | 0.2% | 32,858 |  | Not compared |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.3m | 0.2% | 42,713 |  | Not compared |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $2.3m | 0.2% | 7,847 |  | Not compared |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $2.3m | 0.2% | 45,423 |  | Not compared |
| [SHELL PLC (SHEL)](/companies/shel.md) | SPON ADS | $2.3m | 0.2% | 24,477 |  | Not compared |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $2.3m | 0.2% | 6,098 |  | Not compared |
| VANGUARD INDEX FDS | LARGE CAP ETF | $2.2m | 0.2% | 7,493 |  | Not compared |
| [STATE STR SPDR DOW JONES IND (DIA)](/companies/dia.md) | UT SER 1 | $2.2m | 0.2% | 4,827 |  | Not compared |
| TOTALENERGIES SE | ACT | $2.2m | 0.2% | 24,300 |  | Not compared |
| ISHARES TR | CORE S&P MCP ETF | $2.2m | 0.2% | 32,560 |  | Not compared |
| [LEMONADE INC (LMND)](/companies/lmnd.md) | COM | $2.1m | 0.2% | 34,174 |  | Not compared |
| [BOOKING HOLDINGS INC (BKNG)](/companies/bkng.md) | COM | $2.1m | 0.2% | 497 |  | Not compared |
| ISHARES TR | IBONDS 28 TRM TS | $2.0m | 0.1% | 91,393 |  | Not compared |
| ISHARES TR | MSCI INTL QUALTY | $2.0m | 0.1% | 43,879 |  | Not compared |
| [KIMBERLY-CLARK CORP (KMB)](/companies/kmb.md) | COM | $2.0m | 0.1% | 20,716 |  | Not compared |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | $2.0m | 0.1% | 119,184 |  | Not compared |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $2.0m | 0.1% | 99,759 |  | Not compared |
| [EVERSOURCE ENERGY (ES)](/companies/es.md) | COM | $1.9m | 0.1% | 27,827 |  | Not compared |
| [LOCKHEED MARTIN CORP (LMT)](/companies/lmt.md) | COM | $1.9m | 0.1% | 3,147 |  | Not compared |
| [EXELON CORP (EXC)](/companies/exc.md) | COM | $1.9m | 0.1% | 38,416 |  | Not compared |
| [GENERAL MILLS INC (GIS)](/companies/gis.md) | COM | $1.9m | 0.1% | 50,508 |  | Not compared |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.9m | 0.1% | 12,671 |  | Not compared |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.9m | 0.1% | 25,250 |  | Not compared |
| ISHARES TR | IBONDS 27 TRM TS | $1.9m | 0.1% | 83,036 |  | Not compared |
| [ALIBABA GROUP HLDG LTD (BABA)](/companies/baba.md) | SPONSORED ADS | $1.9m | 0.1% | 14,813 |  | Not compared |
| [RESOLUTE HLDGS MGMT INC (RHLD)](/companies/rhld.md) | COM | $1.8m | 0.1% | 11,383 |  | Not compared |
| [VODAFONE GROUP PLC (VOD)](/companies/vod.md) | SPONSORED ADR | $1.8m | 0.1% | 122,823 |  | Not compared |
| [SANOFI SA (SNY)](/companies/sny.md) | SPONSORED ADR | $1.8m | 0.1% | 38,079 |  | Not compared |
| ISHARES TR | IBONDS 29 TRM TS | $1.8m | 0.1% | 82,436 |  | Not compared |
| [VISA INC (V)](/companies/v.md) | COM CL A | $1.8m | 0.1% | 5,880 |  | Not compared |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $1.8m | 0.1% | 12,263 |  | Not compared |
| ISHARES TR | HIGH YLD SYSTM B | $1.7m | 0.1% | 36,902 |  | Not compared |
| ISHARES TR | RUS MID CAP ETF | $1.7m | 0.1% | 17,630 |  | Not compared |
| [AMERICAN ELEC PWR CO INC (AEP)](/companies/aep.md) | COM | $1.7m | 0.1% | 13,017 |  | Not compared |
| [BCE INC (BCE)](/companies/bce.md) | COM NEW | $1.7m | 0.1% | 67,476 |  | Not compared |
| [VICI PPTYS INC (VICI)](/companies/vici.md) | COM | $1.7m | 0.1% | 61,626 |  | Not compared |
| [PRUDENTIAL FINL INC (PRU)](/companies/pru.md) | COM | $1.7m | 0.1% | 17,118 |  | Not compared |
| ISHARES TR | RUS TP200 GR ETF | $1.7m | 0.1% | 6,663 |  | Not compared |
| ISHARES TR | MSCI ACWI EX US | $1.7m | 0.1% | 24,117 |  | Not compared |
| [COCA-COLA FEMSA SAB DE CV (KOF)](/companies/kof.md) | SPONS ADS REP | $1.6m | 0.1% | 16,481 |  | Not compared |
| [GSK PLC (GSK)](/companies/gsk.md) | SPONSORED ADR | $1.6m | 0.1% | 28,737 |  | Not compared |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $1.6m | 0.1% | 31,206 |  | Not compared |
| [COCA COLA CO (KO)](/companies/ko.md) | COM | $1.5m | 0.1% | 20,348 |  | Not compared |
| [S&P GLOBAL INC (SPGI)](/companies/spgi.md) | COM | $1.5m | 0.1% | 3,610 |  | Not compared |
| ISHARES TR | ISHS 1-5YR INVS | $1.5m | 0.1% | 28,786 |  | Not compared |
| INVESCO ACTIVELY MANAGED EXC | AAA CLO FLTNG RT | $1.5m | 0.1% | 58,356 |  | Not compared |
| [INVESCO DB MULTI-SECTOR COMM (DBB)](/companies/dbb.md) | BASE METALS FD | $1.5m | 0.1% | 61,894 |  | Not compared |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.4m | <0.1% | 28,577 |  | Not compared |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $1.4m | <0.1% | 40,343 |  | Not compared |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $1.4m | <0.1% | 4,028 |  | Not compared |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.4m | <0.1% | 9,821 |  | Not compared |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $1.3m | <0.1% | 4,104 |  | Not compared |
| [AMERICAN EXPRESS CO (AXP)](/companies/axp.md) | COM | $1.3m | <0.1% | 4,364 |  | Not compared |
| [GILEAD SCIENCES INC (GILD)](/companies/gild.md) | COM | $1.3m | <0.1% | 9,048 |  | Not compared |
| [WASTE MGMT INC DEL (WM)](/companies/wm.md) | COM | $1.3m | <0.1% | 5,479 |  | Not compared |
| [FIRSTENERGY CORP (FE)](/companies/fe.md) | COM | $1.2m | <0.1% | 24,620 |  | Not compared |
| [ISHARES BITCOIN TRUST ETF (IBIT)](/companies/ibit.md) | SHS BEN INT | $1.2m | <0.1% | 32,348 |  | Not compared |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $1.2m | <0.1% | 6,090 |  | Not compared |
| [GE AEROSPACE (GE)](/companies/ge.md) | COM NEW | $1.2m | <0.1% | 4,294 |  | Not compared |
| [DECKERS OUTDOOR CORP (DECK)](/companies/deck.md) | COM | $1.2m | <0.1% | 11,704 |  | Not compared |
| ISHARES TR | MSCI EAFE ETF | $1.2m | <0.1% | 12,004 |  | Not compared |
| [ENTERPRISE PRODS PARTNERS L (EPD)](/companies/epd.md) | COM | $1.2m | <0.1% | 30,404 |  | Not compared |
| ISHARES TR | 0-3 MNTH TREASRY | $1.1m | <0.1% | 11,394 |  | Not compared |
| [EOG RES INC (EOG)](/companies/eog.md) | COM | $1.1m | <0.1% | 7,818 |  | Not compared |
| [ALLSTATE CORP (ALL)](/companies/all.md) | COM | $1.1m | <0.1% | 5,355 |  | Not compared |
| [MERCADOLIBRE INC (MELI)](/companies/meli.md) | COM | $1.1m | <0.1% | 642 |  | Not compared |
| [UBER TECHNOLOGIES INC (UBER)](/companies/uber.md) | COM | $1.1m | <0.1% | 15,372 |  | Not compared |
| [GRANITESHARES GOLD TR (BAR)](/companies/bar.md) | SHS BEN INT | $1.1m | <0.1% | 23,929 |  | Not compared |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COM | $1.1m | <0.1% | 1,531 |  | Not compared |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $1.1m | <0.1% | 57,645 |  | Not compared |
| [PEPSICO INC (PEP)](/companies/pep.md) | COM | $1.1m | <0.1% | 6,890 |  | Not compared |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $1.1m | <0.1% | 21,313 |  | Not compared |
| [ABBOTT LABORATORIES (ABT)](/companies/abt.md) | COM | $1.0m | <0.1% | 10,155 |  | Not compared |
| ISHARES TR | CORE US AGGBD ET | $1.0m | <0.1% | 10,466 |  | Not compared |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.0m | <0.1% | 20,563 |  | Not compared |
| SPDR SERIES TRUST | STATE STREET SPD | $1.0m | <0.1% | 22,495 |  | Not compared |
| [ALTRIA GROUP INC (MO)](/companies/mo.md) | COM | $1.0m | <0.1% | 15,469 |  | Not compared |
| [PHILIP MORRIS INTL INC (PM)](/companies/pm.md) | COM | $1.0m | <0.1% | 6,062 |  | Not compared |
| [SOUTHERN CO (SO)](/companies/so.md) | COM | $992.2k | <0.1% | 10,280 |  | Not compared |
| [CITIGROUP INC (C)](/companies/c.md) | COM NEW | $991.1k | <0.1% | 8,739 |  | Not compared |
| ACCENTURE PLC IRELAND | SHS CLASS A | $991.0k | <0.1% | 4,997 |  | Not compared |
| [TRAVELERS COMPANIES INC (TRV)](/companies/trv.md) | COM | $981.3k | <0.1% | 3,364 |  | Not compared |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $973.6k | <0.1% | 8,478 |  | Not compared |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | $947.9k | <0.1% | 42,385 |  | Not compared |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $936.4k | <0.1% | 5,081 |  | Not compared |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $933.7k | <0.1% | 2,763 |  | Not compared |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $923.9k | <0.1% | 15,081 |  | Not compared |
| [PALANTIR TECHNOLOGIES INC (PLTR)](/companies/pltr.md) | CL A | $923.8k | <0.1% | 6,315 |  | Not compared |
| [INVESCO DB MULTI-SECTOR COMM (DBE)](/companies/dbe.md) | ENERGY FD | $920.9k | <0.1% | 31,247 |  | Not compared |
| ISHARES U S ETF TR | INT RT HDG C B | $910.2k | <0.1% | 9,857 |  | Not compared |
| VANGUARD WORLD FD | INF TECH ETF | $904.1k | <0.1% | 1,296 |  | Not compared |
| [ROSS STORES INC (ROST)](/companies/rost.md) | COM | $888.0k | <0.1% | 4,099 |  | Not compared |
| [RTX CORPORATION (RTX)](/companies/rtx.md) | COM | $876.5k | <0.1% | 4,544 |  | Not compared |
| TE CONNECTIVITY PLC | ORD SHS | $870.7k | <0.1% | 4,165 |  | Not compared |
| [SOLSTICE ADVANCED MATLS INC (SOLS)](/companies/sols.md) | COM SHS | $857.5k | <0.1% | 11,260 |  | Not compared |
| ISHARES TR | RUSSELL 2000 ETF | $842.3k | <0.1% | 3,396 |  | Not compared |
| [PALO ALTO NETWORKS INC (PANW)](/companies/panw.md) | COM | $839.3k | <0.1% | 5,235 |  | Not compared |
| [SALESFORCE INC (CRM)](/companies/crm.md) | COM | $828.1k | <0.1% | 4,436 |  | Not compared |
| ISHARES TR | IBONDS DEC 2031 | $826.6k | <0.1% | 39,496 |  | Not compared |
| [CORNING INC (GLW)](/companies/glw.md) | COM | $810.7k | <0.1% | 5,962 |  | Not compared |
| NUVEEN S&P 500 DYNAMIC OVERW | COM | $801.2k | <0.1% | 49,854 |  | Not compared |
| [COGNIZANT TECHNOLOGY SOLUTIO (CTSH)](/companies/ctsh.md) | CL A | $800.8k | <0.1% | 13,053 |  | Not compared |
| [ORACLE CORP (ORCL)](/companies/orcl.md) | COM | $798.7k | <0.1% | 5,429 |  | Not compared |
| [ISHARES SILVER TR (SLV)](/companies/slv.md) | ISHARES | $797.4k | <0.1% | 11,702 |  | Not compared |
| ISHARES TR | SELECT DIVID ETF | $792.4k | <0.1% | 5,233 |  | Not compared |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $788.4k | <0.1% | 10,498 |  | Not compared |
| ISHARES INC | CORE MSCI EMKT | $781.5k | <0.1% | 11,204 |  | Not compared |
| MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | $776.2k | <0.1% | 15,295 |  | Not compared |
| EATON VANCE TAX-MANAGED GLOB | COM | $769.8k | <0.1% | 88,886 |  | Not compared |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $769.2k | <0.1% | 9,810 |  | Not compared |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $754.3k | <0.1% | 9,115 |  | Not compared |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $753.3k | <0.1% | 13,290 |  | Not compared |
| ONEOK INC NEW | COM | $753.2k | <0.1% | 8,333 |  | Not compared |
| ISHARES TR | RUS 1000 VAL ETF | $726.0k | <0.1% | 3,398 |  | Not compared |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $725.1k | <0.1% | 2,457 |  | Not compared |
| [VERTIV HOLDINGS CO (VRT)](/companies/vrt.md) | COM CL A | $711.2k | <0.1% | 2,838 |  | Not compared |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $706.4k | <0.1% | 3,306 |  | Not compared |
| [EDWARDS LIFESCIENCES CORP (EW)](/companies/ew.md) | COM | $705.1k | <0.1% | 8,805 |  | Not compared |
| [ENBRIDGE INC (ENB)](/companies/enb.md) | COM | $689.5k | <0.1% | 12,735 |  | Not compared |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $675.0k | <0.1% | 7,950 |  | Not compared |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | $671.2k | <0.1% | 32,884 |  | Not compared |
| [BANK AMERICA CORP (BAC)](/companies/bac.md) | COM | $666.2k | <0.1% | 13,666 |  | Not compared |
| [AMGEN INC (AMGN)](/companies/amgn.md) | COM | $655.5k | <0.1% | 1,863 |  | Not compared |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $650.6k | <0.1% | 10,925 |  | Not compared |
| [BOEING CO (BA)](/companies/ba.md) | COM | $646.6k | <0.1% | 3,249 |  | Not compared |
| [CUMMINS INC (CMI)](/companies/cmi.md) | COM | $642.9k | <0.1% | 1,195 |  | Not compared |
| [CVS HEALTH CORP (CVS)](/companies/cvs.md) | COM | $633.0k | <0.1% | 8,813 |  | Not compared |
| [UNITED PARCEL SVCS INC (UPS)](/companies/ups.md) | CL B | $625.3k | <0.1% | 6,356 |  | Not compared |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $623.8k | <0.1% | 8,797 |  | Not compared |
| [BLACKSTONE INC (BX)](/companies/bx.md) | COM | $623.1k | <0.1% | 5,419 |  | Not compared |
| [ADOBE INC (ADBE)](/companies/adbe.md) | COM | $621.7k | <0.1% | 2,558 |  | Not compared |
| HOLOGIC INC | COM | $621.4k | <0.1% | 8,220 |  | Not compared |
| [CAMECO CORP (CCJ)](/companies/ccj.md) | COM | $617.3k | <0.1% | 5,683 |  | Not compared |
| VANGUARD INDEX FDS | SMALL CP ETF | $616.2k | <0.1% | 2,353 |  | Not compared |
| [GLOBAL PARTNERS LP (GLP)](/companies/glp.md) | COM UNITS | $610.5k | <0.1% | 14,500 |  | Not compared |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $610.1k | <0.1% | 12,589 |  | Not compared |
| VANGUARD WORLD FD | FINANCIALS ETF | $606.1k | <0.1% | 5,017 |  | Not compared |
| VANECK ETF TRUST | RARE EARTH AND S | $601.5k | <0.1% | 6,836 |  | Not compared |
| SPDR INDEX SHS FDS | STATE STREET SPD | $596.1k | <0.1% | 13,058 |  | Not compared |
| [CROWDSTRIKE HLDGS INC (CRWD)](/companies/crwd.md) | CL A | $589.3k | <0.1% | 1,509 |  | Not compared |
| [CONOCOPHILLIPS (COP)](/companies/cop.md) | COM | $588.6k | <0.1% | 4,459 |  | Not compared |
| ISHARES TR | CORE MSCI EAFE | $569.0k | <0.1% | 6,285 |  | Not compared |
| ISHARES TR | IBOND DEC 2030 | $566.1k | <0.1% | 28,708 |  | Not compared |
| ISHARES TR | MSCI ACWI ETF | $565.7k | <0.1% | 4,089 |  | Not compared |
| [SHOPIFY INC (SHOP)](/companies/shop.md) | CL A SUB VTG SHS | $553.1k | <0.1% | 4,663 |  | Not compared |
| FIRST TR EXCHANGE-TRADED FD | SHS | $551.7k | <0.1% | 11,731 |  | Not compared |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $550.0k | <0.1% | 21,452 |  | Not compared |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2030 | $541.7k | <0.1% | 21,043 |  | Not compared |
| [SYNOPSYS INC (SNPS)](/companies/snps.md) | COM | $538.0k | <0.1% | 1,345 |  | Not compared |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | $535.4k | <0.1% | 9,747 |  | Not compared |
| [STATE STR SPDR S&P MIDCAP 40 (MDY)](/companies/mdy.md) | UTSER1 S&PDCRP | $533.7k | <0.1% | 865 |  | Not compared |
| J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | $523.8k | <0.1% | 7,601 |  | Not compared |
| [ENERGY TRANSFER L P (ET)](/companies/et.md) | COM UT LTD PTN | $522.4k | <0.1% | 27,176 |  | Not compared |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $520.0k | <0.1% | 25,463 |  | Not compared |
| [ZETA GLOBAL HOLDINGS CORP (ZETA)](/companies/zeta.md) | CL A | $516.9k | <0.1% | 32,469 |  | Not compared |
| ISHARES TR | FLTG RATE NT ETF | $512.9k | <0.1% | 10,067 |  | Not compared |
| VANECK ETF TRUST | INTRMDT MUNI ETF | $512.5k | <0.1% | 11,038 |  | Not compared |
| ISHARES TR | IBONDS DEC 2031 | $508.9k | <0.1% | 24,947 |  | Not compared |
| [COLGATE PALMOLIVE CO (CL)](/companies/cl.md) | COM | $506.7k | <0.1% | 5,945 |  | Not compared |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM NEW | $505.4k | <0.1% | 1,096 |  | Not compared |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN INTL VL | $502.8k | <0.1% | 5,872 |  | Not compared |
| EATON CORP PLC | SHS | $502.1k | <0.1% | 1,404 |  | Not compared |
| [FEDEX CORP (FDX)](/companies/fdx.md) | COM | $501.0k | <0.1% | 1,407 |  | Not compared |
| ISHARES TR | INTL SEL DIV ETF | $500.1k | <0.1% | 11,750 |  | Not compared |
| [ABRDN PALLADIUM ETF TRUST (PALL)](/companies/pall.md) | PHYSICAL PALLADM | $497.2k | <0.1% | 3,691 |  | Not compared |
| ISHARES TR | MSCI USA QLT FCT | $495.2k | <0.1% | 2,582 |  | Not compared |
| [CME GROUP INC (CME)](/companies/cme.md) | COM | $494.2k | <0.1% | 1,673 |  | Not compared |
| [INTUIT (INTU)](/companies/intu.md) | COM | $493.0k | <0.1% | 1,140 |  | Not compared |
| [WELLS FARGO & CO (WFC)](/companies/wfc.md) | COM | $488.5k | <0.1% | 6,137 |  | Not compared |
| [FREEPORT MCMORAN INC (FCX)](/companies/fcx.md) | CL B | $486.0k | <0.1% | 8,268 |  | Not compared |
| SPDR SERIES TRUST | STATE STREET SPD | $486.0k | <0.1% | 4,963 |  | Not compared |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $483.4k | <0.1% | 1,261 |  | Not compared |
| NEOS ETF TRUST | NEOS S&P 500 HI | $482.6k | <0.1% | 9,774 |  | Not compared |
| [MONDELEZ INTL INC (MDLZ)](/companies/mdlz.md) | CL A | $472.9k | <0.1% | 8,205 |  | Not compared |
| ISHARES INC | ASIA/PAC DIV ETF | $468.5k | <0.1% | 9,707 |  | Not compared |
| [L3HARRIS TECHNOLOGIES INC (LHX)](/companies/lhx.md) | COM | $467.7k | <0.1% | 1,355 |  | Not compared |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $466.5k | <0.1% | 9,449 |  | Not compared |
| ISHARES TR | IBONDS 26 TRM TS | $466.0k | <0.1% | 20,335 |  | Not compared |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $463.5k | <0.1% | 2,228 |  | Not compared |
| [LOWES COS INC (LOW)](/companies/low.md) | COM | $454.3k | <0.1% | 1,923 |  | Not compared |
| LINDE PLC | SHS | $435.4k | <0.1% | 878 |  | Not compared |
| [AMPHENOL CORP (APH)](/companies/aph.md) | CL A | $432.8k | <0.1% | 3,425 |  | Not compared |
| ISHARES TR | IBONDS DEC 2029 | $432.6k | <0.1% | 17,065 |  | Not compared |
| ISHARES TR | MSCI INTL VLU FT | $427.7k | <0.1% | 10,779 |  | Not compared |
| [GRAYSCALE ETHEREUM STAKING E (ETHE)](/companies/ethe.md) | SHS | $426.6k | <0.1% | 24,994 |  | Not compared |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $424.4k | <0.1% | 17,037 |  | Not compared |
| [GRAYSCALE BITCOIN TRUST ETF (GBTC)](/companies/gbtc.md) | SHS REP COM UT | $417.7k | <0.1% | 7,916 |  | Not compared |
| SPDR SERIES TRUST | STATE STREET SPD | $415.9k | <0.1% | 7,350 |  | Not compared |
| [MSCI INC (MSCI)](/companies/msci.md) | COM | $415.0k | <0.1% | 770 |  | Not compared |
| ISHARES TR | RUS TP200 VL ETF | $412.6k | <0.1% | 4,452 |  | Not compared |
| ISHARES TR | ISHS 5-10YR INVT | $411.2k | <0.1% | 7,726 |  | Not compared |
| [MORGAN STANLEY (MS)](/companies/ms.md) | COM NEW | $407.9k | <0.1% | 2,478 |  | Not compared |
| ISHARES TR | SP SMCP600VL ETF | $406.2k | <0.1% | 3,429 |  | Not compared |
| MEDTRONIC PLC | SHS | $402.3k | <0.1% | 4,643 |  | Not compared |
| [DTE ENERGY CO (DTE)](/companies/dte.md) | COM | $402.3k | <0.1% | 2,751 |  | Not compared |
| [EVERGY INC (EVRG)](/companies/evrg.md) | COM | $401.4k | <0.1% | 4,900 |  | Not compared |
| WISDOMTREE TR | US MIDCAP DIVID | $400.0k | <0.1% | 7,614 |  | Not compared |
| [3M CO (MMM)](/companies/mmm.md) | COM | $396.2k | <0.1% | 2,728 |  | Not compared |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $395.9k | <0.1% | 2,701 |  | Not compared |
| ISHARES TR | IBONDS DEC 2032 | $395.0k | <0.1% | 17,225 |  | Not compared |
| [SOUTHERN COPPER CORP (SCCO)](/companies/scco.md) | COM | $392.7k | <0.1% | 2,282 |  | Not compared |
| [WELLTOWER INC (WELL)](/companies/well.md) | COM | $390.5k | <0.1% | 1,975 |  | Not compared |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $385.9k | <0.1% | 17,274 |  | Not compared |
| [ENVELA CORP (ELA)](/companies/ela.md) | COM | $384.3k | <0.1% | 23,070 |  | Not compared |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $382.6k | <0.1% | 7,682 |  | Not compared |
| [AXON ENTERPRISE INC (AXON)](/companies/axon.md) | COM | $381.8k | <0.1% | 899 |  | Not compared |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $380.2k | <0.1% | 1,405 |  | Not compared |
| ISHARES TR | RUS 2000 VAL ETF | $380.0k | <0.1% | 2,004 |  | Not compared |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | $379.0k | <0.1% | 21,353 |  | Not compared |
| [REALTY INCOME CORP (O)](/companies/o.md) | COM | $376.4k | <0.1% | 6,153 |  | Not compared |
| [ZIONS BANCORPORATION NATL AS (ZION)](/companies/zion.md) | COM | $369.3k | <0.1% | 6,408 |  | Not compared |
| [METLIFE INC (MET)](/companies/met.md) | COM | $368.0k | <0.1% | 5,204 |  | Not compared |
| [SERVICENOW INC (NOW)](/companies/now.md) | COM | $365.6k | <0.1% | 3,497 |  | Not compared |
| SELECT SECTOR SPDR TR | STATE STREET COM | $364.1k | <0.1% | 3,284 |  | Not compared |
| FRANKLIN TEMPLETON ETF TR | FTSE SOUTH KOREA | $360.0k | <0.1% | 9,030 |  | Not compared |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | COM | $358.3k | <0.1% | 1,964 |  | Not compared |
| J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | $357.2k | <0.1% | 7,551 |  | Not compared |
| ISHARES TR | HDG MSCI EAFE | $351.5k | <0.1% | 8,271 |  | Not compared |
| ISHARES TR | NATIONAL MUN ETF | $349.6k | <0.1% | 3,294 |  | Not compared |
| [DOW HLDGS INC (DOW)](/companies/dow.md) | COM | $348.4k | <0.1% | 8,365 |  | Not compared |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $348.4k | <0.1% | 7,330 |  | Not compared |
| [GLACIER BANCORP INC NEW (GBCI)](/companies/gbci.md) | COM | $345.3k | <0.1% | 7,730 |  | Not compared |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $341.9k | <0.1% | 7,282 |  | Not compared |
| [TRANSDIGM GROUP INC (TDG)](/companies/tdg.md) | COM | $340.7k | <0.1% | 294 |  | Not compared |
| [TEXAS INSTRS INC (TXN)](/companies/txn.md) | COM | $340.2k | <0.1% | 1,753 |  | Not compared |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $335.8k | <0.1% | 3,062 |  | Not compared |
| SELECT SECTOR SPDR TR | STATE STREET IND | $334.2k | <0.1% | 2,066 |  | Not compared |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $333.6k | <0.1% | 4,850 |  | Not compared |
| [GENERAL DYNAMICS CORP (GD)](/companies/gd.md) | COM | $332.9k | <0.1% | 970 |  | Not compared |
| VANGUARD BD INDEX FDS | INTERMED TERM | $332.4k | <0.1% | 4,307 |  | Not compared |
| SELECT SECTOR SPDR TR | STATE STREET CON | $331.9k | <0.1% | 3,045 |  | Not compared |
| [ATMOS ENERGY CORP (ATO)](/companies/ato.md) | COM | $331.3k | <0.1% | 1,793 |  | Not compared |
| [AVANTOR INC (AVTR)](/companies/avtr.md) | COM | $331.2k | <0.1% | 42,246 |  | Not compared |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $331.0k | <0.1% | 1,608 |  | Not compared |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $330.3k | <0.1% | 1,721 |  | Not compared |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $329.7k | <0.1% | 1,618 |  | Not compared |
| ISHARES TR | FUTURE AI & TECH | $327.4k | <0.1% | 7,036 |  | Not compared |
| [QUALCOMM INC (QCOM)](/companies/qcom.md) | COM | $326.4k | <0.1% | 2,535 |  | Not compared |
| [OMNICOM GROUP INC (OMC)](/companies/omc.md) | COM | $324.1k | <0.1% | 4,303 |  | Not compared |
| [BLUE OWL TECHNOLOGY FIN CORP (OTF)](/companies/otf.md) | COMMON STOCK | $324.0k | <0.1% | 26,153 |  | Not compared |
| [ASE TECHNOLOGY HLDG CO LTD (ASX)](/companies/asx.md) | SPONSORED ADS | $323.9k | <0.1% | 14,940 |  | Not compared |
| ISHARES U S ETF TR | IT RT HDG HGYL | $320.4k | <0.1% | 3,742 |  | Not compared |
| [BRITISH AMERN TOB PLC (BTI)](/companies/bti.md) | SPONSORED ADR | $319.7k | <0.1% | 5,467 |  | Not compared |
| SPDR SERIES TRUST | STATE STREET SPD | $319.6k | <0.1% | 2,190 |  | Not compared |
| [STARWOOD PPTY TR INC (STWD)](/companies/stwd.md) | COM | $319.0k | <0.1% | 18,525 |  | Not compared |
| SPOTIFY TECHNOLOGY S A | SHS | $315.2k | <0.1% | 650 |  | Not compared |
| [TARGET CORP (TGT)](/companies/tgt.md) | COM | $314.2k | <0.1% | 2,592 |  | Not compared |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $313.7k | <0.1% | 13,510 |  | Not compared |
| BUNGE GLOBAL SA | COM SHS | $312.8k | <0.1% | 2,459 |  | Not compared |
| SELECT SECTOR SPDR TR | STATE STREET CON | $308.8k | <0.1% | 3,766 |  | Not compared |
| [BOSTON SCIENTIFIC CORP (BSX)](/companies/bsx.md) | COM | $303.9k | <0.1% | 4,843 |  | Not compared |
| ISHARES TR | RUS 2000 GRW ETF | $301.4k | <0.1% | 961 |  | Not compared |
| [CLOROX CO DEL (CLX)](/companies/clx.md) | COM | $300.5k | <0.1% | 2,900 |  | Not compared |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $300.5k | <0.1% | 767 |  | Not compared |
| [ANTERO MIDSTREAM CORP (AM)](/companies/am.md) | COM | $300.4k | <0.1% | 13,175 |  | Not compared |
| [GENERAL MTRS CO (GM)](/companies/gm.md) | COM | $300.1k | <0.1% | 4,028 |  | Not compared |
| SPDR SERIES TRUST | STATE STREET SPD | $296.9k | <0.1% | 10,174 |  | Not compared |
| [KINDER MORGAN INC DEL (KMI)](/companies/kmi.md) | COM | $296.2k | <0.1% | 8,834 |  | Not compared |
| [SEI INVTS CO (SEIC)](/companies/seic.md) | COM | $295.0k | <0.1% | 3,760 |  | Not compared |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $291.2k | <0.1% | 852 |  | Not compared |
| [FIDELITY WISE ORIGIN BITCOIN (FBTC)](/companies/fbtc.md) | SHS | $290.9k | <0.1% | 4,929 |  | Not compared |
| [US BANCORP (USB)](/companies/usb.md) | COM NEW | $287.1k | <0.1% | 5,519 |  | Not compared |
| [CONSOLIDATED EDISON INC (ED)](/companies/ed.md) | COM | $285.1k | <0.1% | 2,519 |  | Not compared |
| ISHARES ETHEREUM TR | SHS | $284.7k | <0.1% | 17,983 |  | Not compared |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $284.6k | <0.1% | 6,448 |  | Not compared |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | $282.2k | <0.1% | 12,282 |  | Not compared |
| ISHARES TR | MSCI USA MMENTM | $282.2k | <0.1% | 1,176 |  | Not compared |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $282.2k | <0.1% | 1,703 |  | Not compared |
| [DEVON ENERGY CORP NEW (DVN)](/companies/dvn.md) | COM | $282.1k | <0.1% | 5,605 |  | Not compared |
| SPDR SERIES TRUST | STATE STREET SPD | $281.3k | <0.1% | 12,061 |  | Not compared |
| [KIMCO REALTY CORP (KIM)](/companies/kim.md) | COM | $279.6k | <0.1% | 12,445 |  | Not compared |
| ISHARES TR | HDG MSCI JAPAN | $278.6k | <0.1% | 4,951 |  | Not compared |
| [CARDINAL HEALTH INC (CAH)](/companies/cah.md) | COM | $276.8k | <0.1% | 1,310 |  | Not compared |
| [TORONTO DOMINION BK ONT (TD)](/companies/td.md) | COM NEW | $276.6k | <0.1% | 2,964 |  | Not compared |
| [STARBUCKS CORP (SBUX)](/companies/sbux.md) | COM | $275.1k | <0.1% | 3,071 |  | Not compared |
| [APPLOVIN CORP (APP)](/companies/app.md) | COM CL A | $274.6k | <0.1% | 690 |  | Not compared |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $271.1k | <0.1% | 7,767 |  | Not compared |
| [RHYTHM PHARMACEUTICALS INC (RYTM)](/companies/rytm.md) | COM | $268.6k | <0.1% | 3,088 |  | Not compared |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | $264.0k | <0.1% | 5,682 |  | Not compared |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $263.6k | <0.1% | 7,267 |  | Not compared |
| [AGNICO EAGLE MINES LTD (AEM)](/companies/aem.md) | COM | $261.8k | <0.1% | 1,290 |  | Not compared |
| [VERTEX PHARMACEUTICALS INC (VRTX)](/companies/vrtx.md) | COM | $260.8k | <0.1% | 584 |  | Not compared |
| VANGUARD WORLD FD | HEALTH CAR ETF | $260.5k | <0.1% | 956 |  | Not compared |
| ISHARES TR | IBONDS DEC 28 | $255.6k | <0.1% | 10,013 |  | Not compared |
| [GRAYSCALE ETHEREUM STAKING (ETH)](/companies/eth.md) | SHS NEW | $253.8k | <0.1% | 12,781 |  | Not compared |
| ISHARES TR | U.S. TECH ETF | $252.9k | <0.1% | 1,394 |  | Not compared |
| ISHARES TR | MSCI EMG MKT ETF | $252.8k | <0.1% | 4,451 |  | Not compared |
| SERIES PORTFOLIOS TR | ELDRIDGE BBB B | $252.7k | <0.1% | 9,850 |  | Not compared |
| VANGUARD WORLD FD | ENERGY ETF | $252.3k | <0.1% | 1,458 |  | Not compared |
| [CANADIAN NAT RES LTD MED TER (CNQ)](/companies/cnq.md) | COM | $252.2k | <0.1% | 5,174 |  | Not compared |
| FIRST TR EXCHANGE-TRADED FD | SHS | $251.4k | <0.1% | 4,949 |  | Not compared |
| JANUS HENDERSON GROUP PLC | ORD SHS | $250.2k | <0.1% | 4,871 |  | Not compared |
| [SIMON PPTY GROUP INC NEW (SPG)](/companies/spg.md) | COM | $244.1k | <0.1% | 1,309 |  | Not compared |
| ISHARES TR | ISHARES SEMICDTR | $242.4k | <0.1% | 737 |  | Not compared |
| [NIKE INC (NKE)](/companies/nke.md) | CL B | $239.5k | <0.1% | 4,534 |  | Not compared |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $239.3k | <0.1% | 7,846 |  | Not compared |
| [NEXTERA ENERGY INC (NEE)](/companies/nee.md) | COM | $239.3k | <0.1% | 2,576 |  | Not compared |
| [UNION PAC CORP (UNP)](/companies/unp.md) | COM | $239.1k | <0.1% | 986 |  | Not compared |
| [DOMINION ENERGY INC (D)](/companies/d.md) | COM | $237.9k | <0.1% | 3,848 |  | Not compared |
| [EDISON INTL (EIX)](/companies/eix.md) | COM | $236.8k | <0.1% | 3,236 |  | Not compared |
| [HOWMET AEROSPACE INC (HWM)](/companies/hwm.md) | COM | $236.3k | <0.1% | 1,025 |  | Not compared |
| PACER FDS TR | US CASH COWS 100 | $235.2k | <0.1% | 3,760 |  | Not compared |
| WISDOMTREE TR | INDIA HEDGED EQU | $234.0k | <0.1% | 6,153 |  | Not compared |
| [ARES MANAGEMENT CORPORATION (ARES)](/companies/ares.md) | CL A COM STK | $233.3k | <0.1% | 2,138 |  | Not compared |
| LYONDELLBASELL INDUSTRIES NV | SHS - A - | $231.6k | <0.1% | 2,874 |  | Not compared |
| [PORTLAND GEN ELEC CO (POR)](/companies/por.md) | COM NEW | $227.7k | <0.1% | 4,315 |  | Not compared |
| [AUTHID INC (AUID)](/companies/auid.md) | COM | $225.3k | <0.1% | 173,302 |  | Not compared |
| [PURE CYCLE CORP (PCYO)](/companies/pcyo.md) | COM NEW | $224.3k | <0.1% | 22,300 |  | Not compared |
| INVESCO EXCH TRADED FD TR II | S&P INTL QULTY | $223.3k | <0.1% | 6,314 |  | Not compared |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $222.1k | <0.1% | 4,429 |  | Not compared |
| PACER FDS TR | TRENDP US LAR CP | $220.5k | <0.1% | 4,203 |  | Not compared |
| [PAYPAL HLDGS INC (PYPL)](/companies/pypl.md) | COM | $217.5k | <0.1% | 4,809 |  | Not compared |
| [GRAYSCALE BITCOIN MINI TR ET (BTC)](/companies/btc.md) | SHS NEW | $216.0k | <0.1% | 7,202 |  | Not compared |
| [EASTGROUP PPTYS INC (EGP)](/companies/egp.md) | COM | $215.5k | <0.1% | 1,164 |  | Not compared |
| [TJX COS INC NEW (TJX)](/companies/tjx.md) | COM | $215.3k | <0.1% | 1,348 |  | Not compared |
| [FAIR ISAAC CORP (FICO)](/companies/fico.md) | COM | $213.5k | <0.1% | 200 |  | Not compared |
| [WILLIAMS COS INC (WMB)](/companies/wmb.md) | COM | $209.1k | <0.1% | 2,873 |  | Not compared |
| [PHILLIPS 66 (PSX)](/companies/psx.md) | COM | $208.5k | <0.1% | 1,144 |  | Not compared |
| VANGUARD WORLD FD | UTILITIES ETF | $208.1k | <0.1% | 1,050 |  | Not compared |
| [ANALOG DEVICES INC (ADI)](/companies/adi.md) | COM | $207.8k | <0.1% | 653 |  | Not compared |
| DUPONT DE NEMOURS INC | COM | $207.5k | <0.1% | 4,532 |  | Not compared |
| ISHARES TR | RUS MD CP GR ETF | $207.4k | <0.1% | 1,619 |  | Not compared |
| FLUSHING FINL CORP | COM | $207.1k | <0.1% | 13,486 |  | Not compared |
| [KKR & CO INC (KKR)](/companies/kkr.md) | COM | $206.8k | <0.1% | 2,236 |  | Not compared |
| [BOYD GAMING CORP (BYD)](/companies/byd.md) | COM | $206.5k | <0.1% | 2,513 |  | Not compared |
| ISHARES TR | MSCI USA VALUE | $206.4k | <0.1% | 1,452 |  | Not compared |
| [NUTRIEN LTD (NTR)](/companies/ntr.md) | COM | $205.4k | <0.1% | 2,722 |  | Not compared |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | $205.0k | <0.1% | 3,000 |  | Not compared |
| [CHORD ENERGY CORPORATION (CHRD)](/companies/chrd.md) | COM NEW | $204.5k | <0.1% | 1,438 |  | Not compared |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $204.1k | <0.1% | 4,474 |  | Not compared |
| [ISHARES GOLD TR (IAU)](/companies/iau.md) | ISHARES NEW | $203.1k | <0.1% | 2,303 |  | Not compared |
| ETF SER SOLUTIONS | DEFIANCE QUANTUM | $201.8k | <0.1% | 1,881 |  | Not compared |
| [MKS INC. (MKSI)](/companies/mksi.md) | COM | $201.1k | <0.1% | 875 |  | Not compared |
| [VALE S A (VALE)](/companies/vale.md) | SPONSORED ADS | $189.7k | <0.1% | 11,924 |  | Not compared |
| [GPGI INC (GPGI)](/companies/gpgi.md) | COM CL A | $186.7k | <0.1% | 10,915 |  | Not compared |
| [MITSUBISHI UFJ FINANCIAL GRO (MUFG)](/companies/mufg.md) | SPONSORED ADS | $183.6k | <0.1% | 10,822 |  | Not compared |
| [FORD MTR CO (F)](/companies/f.md) | COM | $175.5k | <0.1% | 15,208 |  | Not compared |
| [PIMCO DYNAMIC INCOME FD (PDI)](/companies/pdi.md) | SHS | $171.1k | <0.1% | 10,000 |  | Not compared |
| [UNITED MICROELECTRONICS CORP (UMC)](/companies/umc.md) | SPON ADR NEW | $150.0k | <0.1% | 16,700 |  | Not compared |
| [UNITED STATES ANTIMONY CORP (UAMY)](/companies/uamy.md) | COM | $148.4k | <0.1% | 17,000 |  | Not compared |
| [UIPATH INC (PATH)](/companies/path.md) | CL A | $127.5k | <0.1% | 11,482 |  | Not compared |
| [HALEON PLC (HLN)](/companies/hln.md) | SPON ADS | $113.0k | <0.1% | 11,292 |  | Not compared |
| [AMBEV SA (ABEV)](/companies/abev.md) | SPONSORED ADR | $97.6k | <0.1% | 33,412 |  | Not compared |
| [FATE THERAPEUTICS INC (FATE)](/companies/fate.md) | COM | $84.5k | <0.1% | 70,439 |  | Not compared |
| [MELCO RESORTS AND ENTMNT LTD (MLCO)](/companies/mlco.md) | ADR | $68.2k | <0.1% | 12,000 |  | Not compared |
| GRAB HOLDINGS LIMITED | CLASS A ORD | $62.6k | <0.1% | 17,114 |  | Not compared |
| [WIPRO LTD (WIT)](/companies/wit.md) | SPON ADR 1 SH | $39.7k | <0.1% | 18,723 |  | Not compared |

Source: SEC EDGAR, Form 13F-HR, accession 0001754960-26-000352. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.