Accurate Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Accurate Wealth Management, LLC held in its portfolio 489 assets valued at $788,013,918 (i.e. $788.01M).
The most valuable assets in the portfolio included: GLOBAL X FDS ($31.55M), APPLE INC ($29.70M), and SPDR S&P 500 ETF TR ($24.70M).
The chart below shows the top 10 valuable assets, and the table below shows the top 489 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Accurate Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| GLOBAL X FDS | 314872 | 31553296 | 1-3 MONTH T-BILL |
| APPLE INC | 114531 | 29700486 | COM |
| SPDR S&P 500 ETF TR | 35590 | 24699714 | TR UNIT |
| INVESCO QQQ TR | 31982 | 20041712 | UNIT SER 1 |
| NVIDIA CORPORATION | 100812 | 18636389 | COM |
| MICROSOFT CORP | 37176 | 17816672 | COM |
| TESLA INC | 36650 | 16308047 | COM |
| SPDR SERIES TRUST | 216473 | 12886872 | STATE STREET SPD |
| PROCTER AND GAMBLE CO | 88712 | 12585518 | COM |
| AMAZON COM INC | 50968 | 12583369 | COM |
| JPMORGAN CHASE & CO. | 36670 | 12071591 | COM |
| ALPHABET INC | 33339 | 10951893 | CAP STK CL A |
| ISHARES TR | 107899 | 9940449 | CORE MSCI EAFE |
| BROADCOM INC | 27478 | 9472634 | COM |
| EXXON MOBIL CORP | 75570 | 9415124 | COM |
| SPDR GOLD TR | 22426 | 9294697 | GOLD SHS |
| ISHARES TR | 53016 | 9139407 | ISHARES BIOTECH |
| META PLATFORMS INC | 13767 | 8988930 | CL A |
| ISHARES TR | 84133 | 8426567 | CORE US AGGBD ET |
| ISHARES TR | 75126 | 6372187 | U.S. PHARMA ETF |
| ISHARES TR | 88572 | 6120280 | CORE S&P MCP ETF |
| WALMART INC | 52495 | 6010793 | COM |
| JOHNSON & JOHNSON | 28103 | 5744344 | COM |
| ELI LILLY & CO | 5337 | 5676879 | COM |
| ISHARES TR | 35678 | 5416913 | CORE S&P TTL STK |
| RANGE RES CORP | 159275 | 5327749 | COM |
| CATERPILLAR INC | 7532 | 4651048 | COM |
| SELECT SECTOR SPDR TR | 31413 | 4591043 | STATE STREET TEC |
| CHEVRON CORP NEW | 27257 | 4418396 | COM |
| GOLDMAN SACHS ETF TR | 44139 | 4414832 | ACCES TREASURY |
| TRUST FOR PROFESSIONAL MANAG | 156059 | 4329070 | CONVERGENCE LNG |
| HOME DEPOT INC | 11536 | 4320036 | COM |
| PALANTIR TECHNOLOGIES INC | 24176 | 4290927 | CL A |
| AON PLC | 11825 | 4148210 | SHS CL A |
| INTUITIVE SURGICAL INC | 6993 | 4099561 | COM NEW |
| TIDAL TRUST II | 136065 | 4053323 | RETURN STCKD US |
| VANGUARD INDEX FDS | 8244 | 4048211 | GROWTH ETF |
| VANGUARD SCOTTSDALE FDS | 85331 | 4037710 | MTG-BKD SECS ETF |
| ALPHABET INC | 12106 | 3983912 | CAP STK CL C |
| VANGUARD WORLD FD | 9490 | 3933750 | MEGA GRWTH IND |
| ABBVIE INC | 17751 | 3907328 | COM |
| DIMENSIONAL ETF TRUST | 110355 | 3785169 | EMERGING MKTS CO |
| SCHWAB STRATEGIC TR | 108607 | 3668651 | EMRG MKTEQ ETF |
| VANGUARD INDEX FDS | 5747 | 3668112 | S&P 500 ETF SHS |
| MASTERCARD INCORPORATED | 6157 | 3544479 | CL A |
| BLOCK INC | 49727 | 3458588 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 6871 | 3429656 | CL B NEW |
| ZOOM COMMUNICATIONS INC | 39960 | 3403848 | CL A |
| LAM RESEARCH CORP | 15523 | 3381380 | COM NEW |
| TIDAL TRUST II | 114040 | 3283175 | RET STCKD GL STK |
| ALTRIA GROUP INC | 55925 | 3217137 | COM |
| INVESCO EXCH TRD SLF IDX FD | 137514 | 3209577 | INVSCO BLSH 26 |
| VANGUARD SCOTTSDALE FDS | 52233 | 3068152 | SHORT TERM TREAS |
| REPUBLIC SVCS INC | 13713 | 2910178 | COM |
| VANGUARD INDEX FDS | 8330 | 2849233 | TOTAL STK MKT |
| CISCO SYS INC | 38389 | 2836235 | COM |
| TIDAL TRUST II | 142779 | 2808460 | RETURN STACKED U |
| VISA INC | 7754 | 2712356 | COM CL A |
| BANK AMERICA CORP | 46337 | 2588414 | COM |
| ORACLE CORP | 13017 | 2583960 | COM |
| MARSH & MCLENNAN COS INC | 13682 | 2545238 | COM |
| DIMENSIONAL ETF TRUST | 62536 | 2543963 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 74057 | 2496455 | WORLD EX US CORE |
| MCKESSON CORP | 3044 | 2484346 | COM |
| NETFLIX INC | 27763 | 2483923 | COM |
| DIMENSIONAL ETF TRUST | 68830 | 2436578 | INTL CORE EQUITY |
| INTERNATIONAL BUSINESS MACHS | 7858 | 2390372 | COM |
| DIMENSIONAL ETF TRUST | 31417 | 2377356 | US EQUITY MARKET |
| MCDONALDS CORP | 7732 | 2376824 | COM |
| ISHARES INC | 33647 | 2356614 | CORE MSCI EMKT |
| S&P GLOBAL INC | 4254 | 2305530 | COM |
| ASSURANT INC | 9603 | 2285627 | COM |
| MERCK & CO INC | 20550 | 2271509 | COM |
| CENCORA INC | 6653 | 2233357 | COM |
| AVERY DENNISON CORP | 11817 | 2226389 | COM |
| FIVERR INTL LTD | 122002 | 2213181 | ORD SHS |
| RTX CORPORATION | 11652 | 2195997 | COM |
| VANGUARD SCOTTSDALE FDS | 22988 | 2194388 | VNG RUS1000VAL |
| ZILLOW GROUP INC | 31901 | 2193271 | CL C CAP STK |
| INVESCO EXCH TRD SLF IDX FD | 96482 | 2186765 | BULETSHS 2027 |
| MOLSON COORS BEVERAGE CO | 45282 | 2179399 | CL B |
| SYSCO CORP | 29105 | 2161898 | COM |
| CHIPOTLE MEXICAN GRILL INC | 53592 | 2149575 | COM |
| ALLSTATE CORP | 10085 | 2140177 | COM |
| ISHARES TR | 19620 | 2112275 | NATIONAL MUN ETF |
| ROLLINS INC | 34730 | 2107416 | COM |
| VANECK ETF TRUST | 5411 | 2106072 | SEMICONDUCTR ETF |
| ARCH CAP GROUP LTD | 22054 | 2099100 | ORD |
| VERISK ANALYTICS INC | 9333 | 2098726 | COM |
| LOEWS CORP | 20036 | 2095365 | COM |
| VANGUARD SCOTTSDALE FDS | 26266 | 2094960 | SHRT TRM CORP BD |
| CITIGROUP INC | 17261 | 2094035 | COM NEW |
| VICI PPTYS INC | 74763 | 2075422 | COM |
| OMNICELL COM | 40833 | 2071857 | COM |
| INNOVATOR ETFS TRUST | 50827 | 2071750 | US EQT ULTRA BF |
| COSTCO WHSL CORP NEW | 2237 | 2069214 | COM |
| ISHARES TR | 16276 | 2057435 | CORE S&P SCP ETF |
| AMETEK INC | 9746 | 2052899 | COM |
| PHILIP MORRIS INTL INC | 12551 | 2038553 | COM |
| PNC FINL SVCS GROUP INC | 9358 | 2035921 | COM |
| VANECK MERK GOLD ETF | 46701 | 2025889 | GOLD SHS |
| WW GRAINGER INC | 1953 | 2011281 | COM |
| CONOCOPHILLIPS | 20090 | 1959295 | COM |
| HOWMET AEROSPACE INC | 8972 | 1957934 | COM |
| ISHARES TR | 2752 | 1918041 | CORE S&P500 ETF |
| PEPSICO INC | 13396 | 1873682 | COM |
| AMERICAN CENTY ETF TR | 19089 | 1855261 | INTL SMCP VLU |
| ETF SER SOLUTIONS | 49722 | 1848639 | DISTILLATE SMLMD |
| ADVANCED MICRO DEVICES INC | 9096 | 1848116 | COM |
| CAMBRIA ETF TR | 46168 | 1839788 | EMRG SHAREHLDR |
| PARKER-HANNIFIN CORP | 1981 | 1824062 | COM |
| VANGUARD INDEX FDS | 9193 | 1809326 | VALUE ETF |
| AMERICAN EXPRESS CO | 4786 | 1798095 | COM |
| FIRST TR EXCHANGE-TRADED FD | 28785 | 1726524 | FIRST TR ENH NEW |
| SOUTHERN CO | 19824 | 1724959 | COM |
| VERIZON COMMUNICATIONS INC | 41508 | 1679439 | COM |
| UNITEDHEALTH GROUP INC | 4754 | 1635705 | COM |
| ISHARES TR | 11850 | 1633760 | S&P MC 400VL ETF |
| COCA COLA CO | 23013 | 1622443 | COM |
| BLACKROCK INC | 1484 | 1610832 | COM |
| GENERAL DYNAMICS CORP | 4489 | 1588167 | COM |
| VANECK ETF TRUST | 43395 | 1574371 | REAL ASSETS ETF |
| METLIFE INC | 19475 | 1546585 | COM |
| ROKU INC | 13810 | 1535145 | COM CL A |
| INVESCO EXCH TRD SLF IDX FD | 78160 | 1530376 | BULSHS 2026 CB |
| REDDIT INC | 6032 | 1475338 | CL A |
| ISHARES TR | 17244 | 1463153 | CORE MSCI INTL |
| INVESCO EXCH TRD SLF IDX FD | 72498 | 1431111 | BULSHS 2027 CB |
| ARISTA NETWORKS INC | 11526 | 1416492 | COM SHS |
| AMERICAN ELEC PWR CO INC | 11992 | 1401793 | COM |
| APPLIED MATLS INC | 4651 | 1400057 | COM |
| AT&T INC | 58010 | 1391730 | COM |
| DELL TECHNOLOGIES INC | 11441 | 1379941 | CL C |
| 3M CO | 8021 | 1325330 | COM |
| VODAFONE GROUP PLC NEW | 96893 | 1308056 | SPONSORED ADR |
| IMMUNITYBIO INC | 560000 | 1304800 | COM |
| CORE NATURAL RESOURCES INC | 13485 | 1299662 | COM SHS |
| AMERICAN CENTY ETF TR | 15354 | 1299545 | INTL EQT ETF |
| VANGUARD SCOTTSDALE FDS | 10553 | 1292896 | VNG RUS1000GRW |
| FEDEX CORP | 4119 | 1286658 | COM |
| EMCOR GROUP INC | 1984 | 1281444 | COM |
| GOLDMAN SACHS GROUP INC | 1359 | 1276152 | COM |
| DEERE & CO | 2587 | 1262895 | COM |
| QUALCOMM INC | 7045 | 1252882 | COM |
| AMGEN INC | 3840 | 1252317 | COM |
| TIDAL TRUST II | 66842 | 1245266 | RTN STACKED BD |
| MAGNA INTL INC | 22089 | 1241623 | COM |
| WISDOMTREE TR | 21973 | 1223896 | US EFFICIENT COR |
| MARRIOTT INTL INC NEW | 3717 | 1219751 | CL A |
| INVESCO EXCH TRD SLF IDX FD | 58437 | 1203218 | INVSCO BLSH 28 |
| GE AEROSPACE | 3726 | 1197934 | COM NEW |
| ISHARES TR | 4289 | 1191656 | RUS TP200 GR ETF |
| CARDINAL HEALTH INC | 5902 | 1187083 | COM |
| SNOWFLAKE INC | 5386 | 1180074 | COM SHS |
| VANGUARD WORLD FD | 1523 | 1160095 | INF TECH ETF |
| LOCKHEED MARTIN CORP | 2137 | 1159584 | COM |
| PALMER SQUARE FUNDS TRUST | 56082 | 1157240 | CR OPPORTUNITIES |
| PFIZER INC | 44748 | 1140127 | COM |
| J P MORGAN EXCHANGE TRADED F | 24555 | 1137870 | INCOME ETF |
| PROLOGIS INC. | 8731 | 1129634 | COM |
| AMPHENOL CORP NEW | 8005 | 1121390 | CL A |
| WELLS FARGO CO NEW | 11467 | 1100241 | COM |
| PRUDENTIAL FINL INC | 9315 | 1099959 | COM |
| LENNAR CORP | 9144 | 1090458 | CL A |
| THOR INDS INC | 9897 | 1088868 | COM |
| CLEAR SECURE INC | 29711 | 1083247 | COM CL A |
| ACCENTURE PLC IRELAND | 3845 | 1079605 | SHS CLASS A |
| CAPRI HOLDINGS LIMITED | 40439 | 1056271 | SHS |
| ROYAL CARIBBEAN GROUP | 3379 | 1051824 | COM |
| JANUS DETROIT STR TR | 20554 | 1040858 | HENDRSON AAA CL |
| HARTFORD INSURANCE GROUP INC | 7602 | 1036091 | COM |
| TJX COS INC NEW | 6521 | 1029169 | COM |
| PAYCOM SOFTWARE INC | 6467 | 1016355 | COM |
| ULTA BEAUTY INC | 1496 | 996605 | COM |
| BLACKSTONE INC | 6259 | 986488 | COM |
| ENBRIDGE INC | 21486 | 980399 | COM |
| ETF SER SOLUTIONS | 8288 | 965884 | DEFIANCE QUANTUM |
| ARROW ELECTRS INC | 8369 | 962351 | COM |
| ISHARES TR | 4387 | 954567 | RUS 1000 VAL ETF |
| GILEAD SCIENCES INC | 7853 | 950950 | COM |
| ABBOTT LABS | 7493 | 943600 | COM |
| GENERAL MTRS CO | 11328 | 938751 | COM |
| FIRST WATCH RESTAURANT GROUP | 59220 | 922044 | COM |
| ISHARES TR | 8581 | 921771 | GLOBAL TECH ETF |
| ISHARES TR | 6994 | 917263 | EXPND TEC SC ETF |
| GOLUB CAP BDC INC | 66415 | 909221 | COM |
| SCHWAB STRATEGIC TR | 37312 | 908914 | SHT TM US TRES |
| MISTER CAR WASH INC | 148234 | 908604 | COM |
| BANK NEW YORK MELLON CORP | 7492 | 892008 | COM |
| DEVON ENERGY CORP NEW | 24861 | 889023 | COM |
| LOWES COS INC | 3305 | 883114 | COM |
| ETF SER SOLUTIONS | 24910 | 878269 | MCELHENNY SHEFLD |
| CSX CORP | 24851 | 874784 | COM |
| US BANCORP DEL | 15663 | 864841 | COM NEW |
| VANGUARD SPECIALIZED FUNDS | 3840 | 863041 | DIV APP ETF |
| VANECK ETF TRUST | 30434 | 861130 | ALTERNATIVE ASSE |
| ISHARES TR | 18415 | 859428 | CORE UNIVRSL USD |
| L3HARRIS TECHNOLOGIES INC | 2556 | 857990 | COM |
| VANGUARD TAX-MANAGED FDS | 13143 | 848084 | VAN FTSE DEV MKT |
| ASTRAZENECA PLC | 8875 | 840002 | SPONSORED ADR |
| FORTINET INC | 10268 | 813431 | COM |
| INVESCO EXCHANGE TRADED FD T | 16790 | 812972 | S&P500 PUR GWT |
| KINDER MORGAN INC DEL | 29921 | 811534 | COM |
| GLOBAL X FDS | 15381 | 808733 | ARTIFICIAL ETF |
| ISHARES TR | 11149 | 808066 | EAFE VALUE ETF |
| INVESCO EXCH TRD SLF IDX FD | 33535 | 793941 | BULSHS 2026 MUNI |
| VANECK ETF TRUST | 29832 | 789746 | TECHNOLOGY TRUSE |
| TEXAS INSTRS INC | 4152 | 789265 | COM |
| VANECK ETF TRUST | 5618 | 788880 | URANIUM AND NUCL |
| VANECK BITCOIN ETF | 30829 | 786505 | SH BEN INT |
| DOLLAR GEN CORP NEW | 5481 | 782358 | COM |
| MICRON TECHNOLOGY INC | 2217 | 765074 | COM |
| INVESCO EXCH TRD SLF IDX FD | 32062 | 761152 | BULSHS 2027 MUNI |
| EVERSOURCE ENERGY | 11226 | 760987 | COM |
| INNOVATOR ETFS TRUST | 27475 | 759443 | EQUITY DEFINED P |
| INVESCO EXCHANGE TRADED FD T | 4397 | 754921 | AEROSPACE DEFN |
| BERKSHIRE HATHAWAY INC DEL | 1 | 748060 | CL A |
| MORGAN STANLEY | 4001 | 744395 | COM NEW |
| DISNEY WALT CO | 6425 | 744062 | COM |
| FIFTH THIRD BANCORP | 14942 | 736341 | COM |
| PALO ALTO NETWORKS INC | 3857 | 729143 | COM |
| GALLAGHER ARTHUR J & CO | 2751 | 727953 | COM |
| T-MOBILE US INC | 3630 | 727506 | COM |
| CUMMINS INC | 1314 | 725401 | COM |
| ANALOG DEVICES INC | 2406 | 724006 | COM |
| INVESCO EXCH TRD SLF IDX FD | 30660 | 722503 | BULSHS 2028 MUNI |
| CADENCE DESIGN SYSTEM INC | 2202 | 720532 | COM |
| HONEYWELL INTL INC | 3457 | 716460 | COM |
| SCHWAB STRATEGIC TR | 26075 | 714977 | US LRG CAP ETF |
| VANGUARD CHARLOTTE FDS | 14505 | 704076 | TOTAL INT BD ETF |
| BLACKROCK ETF TRUST | 11405 | 702206 | ISHARES US EQUIT |
| FEDERAL SIGNAL CORP | 6005 | 700003 | COM |
| AIM ETF PRODUCTS TRUST | 20014 | 699385 | US LRGCP B20 APR |
| UBER TECHNOLOGIES INC | 8103 | 692744 | COM |
| VANGUARD WORLD FD | 4751 | 691413 | MEGA CAP VAL ETF |
| HARBOR ETF TRUST | 16262 | 680405 | HUMAN CAP LARGE |
| MEDTRONIC PLC | 6925 | 675544 | SHS |
| INTEL CORP | 14716 | 669657 | COM |
| VANGUARD INDEX FDS | 2984 | 662603 | SM CP VAL ETF |
| EATON CORP PLC | 2039 | 661035 | SHS |
| ISHARES TR | 1996 | 656250 | ISHARES SEMICDTR |
| FIRST TR EXCHANGE TRADED FD | 25645 | 654038 | NEW CONSTRUCTS C |
| UNITED PARCEL SERVICE INC | 6029 | 651542 | CL B |
| FIDELITY COVINGTON TRUST | 11373 | 650308 | HIGH DIVID ETF |
| MOODYS CORP | 1218 | 647526 | COM |
| ISHARES TR | 7983 | 646648 | IBOXX HI YD ETF |
| LEGALZOOM COM INC | 61376 | 637076 | COM |
| STEEL DYNAMICS INC | 3748 | 634395 | COM |
| HARBOR ETF TRUST | 20395 | 629502 | INTERNATNAL COMP |
| ISHARES TR | 1321 | 629034 | RUS 1000 GRW ETF |
| PIMCO ETF TR | 6259 | 628663 | ENHAN SHRT MA AC |
| CONSTELLATION ENERGY CORP | 1833 | 627858 | COM |
| ALLSPRING EXCHANGE TRADED FU | 25072 | 627286 | CORE PLUS ETF |
| ISHARES TR | 5012 | 624810 | S&P 500 GRWT ETF |
| ISHARES TR | 4313 | 624317 | MSCI ACWI ETF |
| NORFOLK SOUTHN CORP | 2170 | 623379 | COM |
| GENCO SHIPPING & TRADING LTD | 33054 | 621420 | SHS |
| INVESCO EXCH TRADED FD TR II | 5245 | 619225 | S&P 500 REVENUE |
| ISHARES TR | 5677 | 607212 | SHRT NAT MUN ETF |
| FREEPORT-MCMORAN INC | 10668 | 603067 | CL B |
| ROCKET LAB CORP | 7107 | 603029 | COM |
| FERGUSON ENTERPRISES INC | 2521 | 601685 | COMMON STOCK NEW |
| VANGUARD MUN BD FDS | 11894 | 601599 | TAX EXEMPT BD |
| CINTAS CORP | 3107 | 599780 | COM |
| SALESFORCE INC | 2290 | 595290 | COM |
| STRYKER CORPORATION | 1613 | 592781 | COM |
| INVESCO EXCH TRD SLF IDX FD | 34818 | 589121 | INVSCO 30 CORP |
| VERTEX PHARMACEUTICALS INC | 1262 | 585502 | COM |
| ETF SER SOLUTIONS | 9694 | 584160 | DISTILLATE US |
| NEXTERA ENERGY INC | 7269 | 580346 | COM |
| VANGUARD INDEX FDS | 2590 | 566511 | EXTEND MKT ETF |
| SHOPIFY INC | 3443 | 566305 | CL A SUB VTG SHS |
| ISHARES TR | 5630 | 565660 | 0-3 MNTH TREASRY |
| RBB FD INC | 11258 | 562089 | US TREAS 3 MNTH |
| VANGUARD BD INDEX FDS | 7557 | 561369 | TOTAL BND MRKT |
| SCHWAB CHARLES CORP | 5591 | 560042 | COM |
| SPOTIFY TECHNOLOGY S A | 1035 | 558663 | SHS |
| SEAGATE TECHNOLOGY HLDNGS PL | 1827 | 555494 | ORD SHS |
| FIRST TR EXCHNG TRADED FD VI | 15621 | 553936 | FT VEST LADDERED |
| PUBLIC SVC ENTERPRISE GRP IN | 7028 | 552822 | COM |
| COINBASE GLOBAL INC | 2284 | 550067 | COM CL A |
| INVESCO EXCH TRD SLF IDX FD | 29016 | 546661 | BULETSHS 2029 |
| DUKE ENERGY CORP NEW | 4673 | 545771 | COM NEW |
| OREILLY AUTOMOTIVE INC | 5815 | 545447 | COM |
| HARBOR ETF TRUST | 13121 | 542547 | DISCIPLINED BOND |
| LIBERTY GLOBAL LTD | 51180 | 541996 | COM CL A |
| THERMO FISHER SCIENTIFIC INC | 876 | 539703 | COM |
| SCHWAB STRATEGIC TR | 16378 | 538181 | US LCAP GR ETF |
| GALAXY DIGITAL INC. | 21562 | 537756 | CL A |
| HUBBELL INC | 1127 | 530253 | COM |
| TRUIST FINL CORP | 10372 | 525060 | COM |
| INVESCO EXCH TRADED FD TR II | 4910 | 519233 | SHORT TERM TREAS |
| VANGUARD WORLD FD | 2002 | 509758 | MEGA CAP INDEX |
| INTUIT | 785 | 507951 | COM |
| EMERSON ELEC CO | 3516 | 507021 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1555 | 503083 | SPONSORED ADS |
| BECTON DICKINSON & CO | 2472 | 501244 | COM |
| WASTE MGMT INC DEL | 2244 | 495782 | COM |
| INVESCO ACTVELY MNGD ETC FD | 36304 | 492276 | OPTIMUM YIELD |
| CASEYS GEN STORES INC | 824 | 489190 | COM |
| AMERICAN HEALTHCARE REIT INC | 10336 | 488686 | COM SHS |
| LAMAR ADVERTISING CO NEW | 3757 | 486043 | CL A |
| ROBINHOOD MKTS INC | 4205 | 484716 | COM CL A |
| PACER FDS TR | 10245 | 484640 | ARISTOTLE PACIFI |
| STRATEGIC TRUST | 13897 | 482778 | RUNNING GWTH ETF |
| SELECT SECTOR SPDR TR | 8658 | 482525 | STATE STREET FIN |
| RIO TINTO PLC | 5937 | 481678 | SPONSORED ADR |
| DIMENSIONAL ETF TRUST | 12120 | 472559 | INTL SMALL CAP V |
| CITIZENS FINL GROUP INC | 7792 | 471671 | COM |
| DNP SELECT INCOME FD INC | 46787 | 466465 | COM |
| SEI EXCHANGE TRADED FUNDS | 10385 | 462825 | ENHANCED US LRG |
| MARATHON PETE CORP | 2621 | 461681 | COM |
| SCHWAB STRATEGIC TR | 15070 | 461442 | US LCAP VA ETF |
| ISHARES TR | 19803 | 456657 | US TREAS BD ETF |
| SKYWORKS SOLUTIONS INC | 7586 | 456450 | COM |
| BOEING CO | 1942 | 455455 | COM |
| SCHWAB STRATEGIC TR | 16991 | 455196 | US BRD MKT ETF |
| ETF OPPORTUNITIES TRUST | 10215 | 454670 | APPLIED FINA VAL |
| COMCAST CORP NEW | 16021 | 454492 | CL A |
| PENTAIR PLC | 4392 | 452619 | SHS |
| BITWISE SOLANA STAKING ETF | 25000 | 448250 | COM SHS OF BENEF |
| NUVEEN CHURCHILL DIRECT LEND | 32859 | 444582 | COM SHS |
| DANAHER CORPORATION | 1854 | 441761 | COM |
| DIMENSIONAL ETF TRUST | 7019 | 438749 | US TARGETED VLU |
| PULTE GROUP INC | 3320 | 438235 | COM |
| VERTIV HOLDINGS CO | 2660 | 434935 | COM CL A |
| THE CIGNA GROUP | 1548 | 431727 | COM |
| STELLANTIS N.V | 39566 | 431665 | SHS |
| AMERICAN CENTY ETF TR | 5395 | 431479 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 18617 | 430612 | US REAL ESTATE E |
| ISHARES TR | 8277 | 429742 | USD INV GRDE ETF |
| PACER FDS TR | 6920 | 428908 | US CASH COWS 100 |
| NUCOR CORP | 2583 | 423018 | COM |
| ISHARES TR | 2092 | 422064 | U.S. TECH ETF |
| CAPITAL ONE FINL CORP | 1686 | 420378 | COM |
| VANGUARD WORLD FD | 1429 | 418654 | HEALTH CAR ETF |
| SLIDE INS HLDGS INC | 22837 | 413350 | COM |
| ISHARES TR | 5704 | 411791 | FUTURE EXPONENTI |
| PHILLIPS 66 | 2885 | 410208 | COM |
| ETF OPPORTUNITIES TRUST | 15742 | 407593 | SMI 3FOURTEEN FU |
| AMERICAN WTR WKS CO INC NEW | 3184 | 407459 | COM |
| CORNING INC | 4744 | 404344 | COM |
| CMS ENERGY CORP | 5767 | 403648 | COM |
| AMERIPRISE FINL INC | 782 | 397118 | COM |
| CROWN CASTLE INC | 4695 | 392923 | COM |
| MONGODB INC | 961 | 392371 | CL A |
| AUTOMATIC DATA PROCESSING IN | 1462 | 388986 | COM |
| AMERICAN CENTY ETF TR | 5767 | 388354 | AVANTIS RESPONSI |
| ISHARES TR | 982 | 387664 | RUSSELL 3000 ETF |
| BP PLC | 11187 | 383587 | SPONSORED ADR |
| ZSCALER INC | 1761 | 381723 | COM |
| GE VERNOVA INC | 612 | 381032 | COM |
| UGI CORP NEW | 10238 | 379523 | COM |
| ISHARES BITCOIN TRUST ETF | 7291 | 373032 | SHS BEN INT |
| FABRINET | 832 | 372044 | SHS |
| J P MORGAN EXCHANGE TRADED F | 7286 | 368939 | ULTRA SHRT ETF |
| FIRST TR EXCHANGE-TRADED FD | 1360 | 365677 | DJ INTERNT IDX |
| VALERO ENERGY CORP | 1961 | 363246 | COM |
| HERSHEY CO | 1910 | 360947 | COM |
| BRISTOL-MYERS SQUIBB CO | 6347 | 354547 | COM |
| NORTHERN LTS FD TR III | 8117 | 351123 | COUNTERPOINT QUA |
| FORD MTR CO | 24661 | 350179 | COM |
| FIDELITY NATIONAL FINANCIAL | 6304 | 346392 | COM SHS |
| LABCORP HOLDINGS INC | 1361 | 342762 | COM SHS |
| CORECIVIC INC | 16596 | 336899 | COM |
| AIM ETF PRODUCTS TRUST | 9002 | 335415 | US LRGCP B10 NOV |
| TRAVELERS COMPANIES INC | 1182 | 333406 | COM |
| PUTNAM ETF TRUST | 10784 | 332255 | BDC INCOME ETF |
| KEYCORP | 15665 | 331934 | COM |
| ADVISORS INNER CIRCLE FD II | 10645 | 330314 | PMV ADAPTIVE RSK |
| SPDR INDEX SHS FDS | 7115 | 325292 | PORTFOLIO DEVLPD |
| WELLTOWER INC | 1747 | 325106 | COM |
| AIM ETF PRODUCTS TRUST | 8758 | 324948 | US LARCP B10 MAY |
| SERVICENOW INC | 2291 | 324864 | COM |
| ON SEMICONDUCTOR CORP | 5225 | 324786 | COM |
| SPDR INDEX SHS FDS | 6669 | 321184 | PORTFOLIO EMG MK |
| NORTHERN LTS FD TR III | 14712 | 321089 | CP HIGH YILD TRD |
| STARBUCKS CORP | 3612 | 321046 | COM |
| ASML HOLDING N V | 252 | 321018 | N Y REGISTRY SHS |
| ARROWMARK FINANCIAL CORP | 14516 | 319933 | COM |
| GARTNER INC | 1288 | 319450 | COM |
| PROSHARES TR | 4360 | 318890 | PSHS ULTRA QQQ |
| AIM ETF PRODUCTS TRUST | 7624 | 318685 | US LRGCP B10 APR |
| WP CAREY INC | 4788 | 318405 | COM |
| VANGUARD MALVERN FDS | 6425 | 318038 | STRM INFPROIDX |
| ISHARES TR | 6257 | 316667 | ULTRA SHORT DUR |
| INNOVATOR ETFS TRUST | 12616 | 315213 | PREM INC 20 BARR |
| INNOVATOR ETFS TRUST | 6397 | 314839 | US EQTY BUFR FEB |
| OWENS CORNING NEW | 2565 | 314042 | COM |
| NIKE INC | 4757 | 313561 | CL B |
| BLACKSTONE SECD LENDING FD | 11891 | 312495 | COMMON STOCK |
| VANGUARD INTL EQUITY INDEX F | 5634 | 312269 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 963 | 308314 | SML CP GRW ETF |
| VANGUARD INDEX FDS | 1673 | 306310 | MCAP VL IDXVIP |
| SCHWAB STRATEGIC TR | 10103 | 304201 | US SML CAP ETF |
| BLUE OWL CAPITAL CORPORATION | 24161 | 303462 | COM |
| SPDR INDEX SHS FDS | 7184 | 301944 | S&P INTL SMLCP |
| ISHARES TR | 3174 | 300387 | MSCI USA MIN VOL |
| INNOVATOR ETFS TRUST | 10506 | 300001 | GRADIENT TACTIC |
| ARMSTRONG WORLD INDS INC NEW | 1490 | 298533 | COM |
| SPROTT ASSET MANAGEMENT LP | 8645 | 297474 | PHYSICAL GOLD TR |
| NORTHWESTERN ENERGY GROUP IN | 4502 | 297177 | COM NEW |
| SILA REALTY TRUST INC | 12567 | 293062 | COMMON STOCK |
| GRAYSCALE CHAINLINK TR ETF | 25000 | 290750 | SHS |
| BOSTON SCIENTIFIC CORP | 2970 | 290047 | COM |
| AMERICAN CENTY ETF TR | 4774 | 286631 | EMERGING MKT VAL |
| ISHARES TR | 5307 | 286419 | ISHS 5-10YR INVT |
| ELEVANCE HEALTH INC FORMERLY | 768 | 286368 | COM |
| AMERICAN CENTY ETF TR | 3210 | 284920 | AVANTIS ALL EQT |
| INVESCO EXCH TRD SLF IDX FD | 12063 | 280646 | BULSHS 2029 MUNI |
| ILLINOIS TOOL WKS INC | 1091 | 278390 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 1246 | 278345 | COM |
| INNOVATOR ETFS TRUST | 10277 | 277369 | EQUITY MNGD 100 |
| INVESCO ACTIVELY MANAGED EXC | 5385 | 270866 | ULTRA SHRT DUR |
| ISHARES TR | 1320 | 269372 | MSCI USA QLT FCT |
| TARGET CORP | 2529 | 266813 | COM |
| PACER FDS TR | 6359 | 266124 | GLOBL CASH ETF |
| EDISON INTL | 4326 | 263852 | COM |
| STRATEGY SHS | 5269 | 261929 | DAY HAGAN SMART |
| DIMENSIONAL ETF TRUST | 5915 | 261206 | INTERNATIONAL |
| ISHARES TR | 1001 | 260450 | RUSSELL 2000 ETF |
| MAIN STR CAP CORP | 4248 | 259924 | COM |
| ISHARES INC | 2171 | 259369 | MSCI GBL MIN VOL |
| ANGEL OAK FUNDS TRUST | 5063 | 259099 | OAK ULTRASHORT |
| SELECT SECTOR SPDR TR | 5533 | 258011 | STATE STREET ENE |
| LYONDELLBASELL INDUSTRIES N | 5235 | 254983 | SHS - A - |
| NORTHROP GRUMMAN CORP | 411 | 254228 | COM |
| ISHARES TR | 2570 | 253990 | MSCI EAFE ETF |
| ISHARES TR | 2456 | 251686 | 0-5 YR TIPS ETF |
| UNUM GROUP | 3132 | 251468 | COM |
| SHERWIN WILLIAMS CO | 717 | 251432 | COM |
| ISHARES TR | 2098 | 250354 | 3 7 YR TREAS BD |
| INNOVATOR ETFS TRUST | 6313 | 249570 | US EQTY ULTRA B |
| WISDOMTREE TR | 5523 | 249529 | INTERNATIONL EFI |
| NASDAQ INC | 2520 | 247659 | COM |
| ISHARES INC | 2883 | 243931 | MSCI JAPAN ETF |
| MONDELEZ INTL INC | 4428 | 243915 | CL A |
| CF INDS HLDGS INC | 2943 | 243092 | COM |
| ISHARES TR | 4584 | 242539 | ISHS 1-5YR INVS |
| TORONTO DOMINION BK ONT | 2567 | 242017 | COM NEW |
| INVESCO EXCH TRD SLF IDX FD | 14485 | 241755 | BULETSHS 2031 CP |
| QUANTA SVCS INC | 572 | 241713 | COM |
| LIMBACH HLDGS INC | 3065 | 240756 | COM |
| COMFORT SYS USA INC | 238 | 240478 | COM |
| ROSS STORES INC | 1251 | 239446 | COM |
| GOLDMAN SACHS ETF TR | 4447 | 237159 | NASDAQ-100 PREMI |
| ISHARES TR | 2461 | 235764 | MBS ETF |
| MONSTER BEVERAGE CORP NEW | 3009 | 232666 | COM |
| DTE ENERGY CO | 1791 | 232642 | COM |
| UNITED BANKSHARES INC WEST V | 5698 | 231567 | COM |
| FRANCO NEV CORP | 1011 | 231286 | COM |
| ISHARES TR | 5371 | 231222 | 0-5YR HI YL CP |
| PURE STORAGE INC | 3439 | 230284 | CL A |
| UNION PAC CORP | 999 | 228868 | COM |
| INVESCO EXCHANGE TRADED FD T | 1139 | 225066 | S&P500 EQL WGT |
| KIMBERLY-CLARK CORP | 2294 | 224626 | COM |
| TIDAL TRUST I | 7202 | 223046 | UNLIMITED HFGM |
| AIM ETF PRODUCTS TRUST | 5317 | 221666 | US LRGCP B10 JAN |
| SELECT SECTOR SPDR TR | 1878 | 221430 | STATE STREET COM |
| XCEL ENERGY INC | 2960 | 219810 | COM |
| TEXTRON INC | 2342 | 219750 | COM |
| VANGUARD WHITEHALL FDS | 3228 | 217664 | EM MK GOV BD ETF |
| SPDR S&P MIDCAP 400 ETF TR | 346 | 217438 | UTSER1 S&PDCRP |
| BERKLEY W R CORP | 3173 | 217293 | COM |
| COMERICA INC | 2355 | 215474 | COM |
| ROCKWELL AUTOMATION INC | 519 | 213033 | COM |
| GOLDMAN SACHS ETF TR | 4000 | 212880 | S&P 500 PREMIUM |
| PINNACLE WEST CAP CORP | 2390 | 212877 | COM |
| CAL MAINE FOODS INC | 2881 | 212289 | COM NEW |
| INVESCO EXCH TRADED FD TR II | 3260 | 210903 | S&P GBL WATER |
| EA SERIES TRUST | 1815 | 209197 | ALPHA ARCH 1-3 |
| WINTRUST FINL CORP | 1414 | 206343 | COM |
| INNOVATOR ETFS TRUST | 6296 | 206320 | U S EQ 10 BUFFER |
| INNOVATOR ETFS TRUST | 6130 | 206213 | DEFINED WLT SHLD |
| LEIDOS HOLDINGS INC | 1040 | 206211 | COM |
| GABELLI UTIL TR | 33481 | 204570 | COM |
| CHUBB LIMITED | 666 | 204386 | COM |
| INNOVATOR ETFS TRUST | 2787 | 204127 | GRWT100 PWR BUF |
| SCHWAB STRATEGIC TR | 7675 | 203771 | US TIPS ETF |
| MARVELL TECHNOLOGY INC | 2441 | 203146 | COM |
| AMERICAN CENTY ETF TR | 1867 | 200385 | US SML CP VALU |
| VANGUARD ADMIRAL FDS INC | 1714 | 200004 | SMLLCP 600 IDX |
| LIBERTY GLOBAL LTD | 18217 | 190914 | COM CL C |
| CONAGRA BRANDS INC | 11016 | 186619 | COM |
| HEALTHPEAK PROPERTIES INC | 11057 | 184763 | COM |
| UIPATH INC | 10313 | 168455 | CL A |
| GLOBAL NET LEASE INC | 12048 | 107830 | COM NEW |
| NEWELL BRANDS INC | 18811 | 79193 | COM |
| MYOMO INC | 21120 | 20871 | COM NEW |
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