Annex Advisory Services, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Annex Advisory Services, LLC held in its portfolio 351 assets valued at $5,235,513,029 (i.e. $5.24B).
The most valuable assets in the portfolio included: VICTORY PORTFOLIOS II ($373.54M), AMERICAN CENTY ETF TR ($275.48M), and ALPS ETF TR ($181.84M).
The chart below shows the top 10 valuable assets, and the table below shows the top 351 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Annex Advisory Services, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VICTORY PORTFOLIOS II | 16978957 | 373537062 | CORE INTRMEDIATE |
| AMERICAN CENTY ETF TR | 2464437 | 275474732 | US EQT ETF |
| ALPS ETF TR | 6974911 | 181835936 | SMITH CORE PLUS |
| AMERICAN CENTY ETF TR | 2106433 | 162237486 | AVANTIS EMGMKT |
| ISHARES TR | 1276938 | 161749641 | GLOBAL 100 ETF |
| AMERICAN CENTY ETF TR | 1887261 | 155359328 | INTL EQT ETF |
| DIMENSIONAL ETF TRUST | 2868665 | 134253538 | US CORE EQT MKT |
| NVIDIA CORPORATION | 718014 | 133909534 | COM |
| APPLE INC | 465193 | 126467410 | COM |
| AMAZON COM INC | 460821 | 106366669 | COM |
| META PLATFORMS INC | 142673 | 94177242 | CL A |
| MFS ACTIVE EXCHANGE TRADED F | 3001089 | 91383152 | INTERNATINL ETF |
| HARBOR ETF TRUST | 2917083 | 88241772 | INTERNATNAL COMP |
| DIMENSIONAL ETF TRUST | 2515017 | 86667490 | INTL CORE EQUITY |
| ISHARES TR | 903008 | 85984435 | MBS ETF |
| TKO GROUP HOLDINGS INC | 399014 | 83394025 | CL A |
| INVESCO EXCH TRADED FD TR II | 3065649 | 83385655 | TAXABLE MUN BD |
| MICROSOFT CORP | 163014 | 78837235 | COM |
| VISA INC | 224298 | 78663672 | COM CL A |
| INVESCO ACTIVELY MANAGED EXC | 1554711 | 78124220 | ULTRA SHRT DUR |
| BROADCOM INC | 218730 | 75702497 | COM |
| VICTORY PORTFOLIOS II | 2676635 | 75374035 | VICTORYSHARES FR |
| BLACKROCK ETF TRUST | 1222445 | 74336900 | ISHARES US EQUIT |
| ASML HOLDING N V | 65470 | 70043289 | N Y REGISTRY SHS |
| PIMCO ETF TR | 943470 | 60617979 | 25YR+ ZERO U S |
| VICTORY PORTFOLIOS II | 2176641 | 60144280 | SHARES INTERNATN |
| ALPHABET INC | 191099 | 59814152 | CAP STK CL A |
| MORGAN STANLEY | 334841 | 59444401 | COM NEW |
| GOLDMAN SACHS ETF TR | 1365028 | 58614322 | ACTIVEBETA INT |
| ROBINHOOD MKTS INC | 503831 | 56983230 | COM CL A |
| VICTORY PORTFOLIOS II | 1394047 | 54897569 | SHARES FREE CASH |
| GOLDMAN SACHS ETF TR | 912436 | 52683675 | ACTIVEBETA WRLD |
| MERCADOLIBRE INC | 25961 | 52292204 | COM |
| MEDPACE HLDGS INC | 91693 | 51499373 | COM |
| UBER TECHNOLOGIES INC | 619193 | 50594231 | COM |
| SPDR SERIES TRUST | 576232 | 50029391 | STATE STREET SPD |
| ORACLE CORP | 251580 | 49035438 | COM |
| FREEPORT-MCMORAN INC | 957782 | 48645768 | CL B |
| EXPEDIA GROUP INC | 162152 | 45939395 | COM NEW |
| AMERICAN CENTY ETF TR | 465391 | 43732754 | INTL SMCP VLU |
| ZETA GLOBAL HOLDINGS CORP | 2070556 | 42135815 | CL A |
| FRANCO NEV CORP | 199972 | 41450155 | COM |
| VANGUARD INDEX FDS | 123140 | 41285004 | TOTAL STK MKT |
| OREILLY AUTOMOTIVE INC | 429714 | 39194173 | COM |
| RUBRIK INC. | 485699 | 37146260 | CL A |
| INTUITIVE SURGICAL INC | 64143 | 36327746 | COM NEW |
| VICTORY CAP HLDGS INC | 574699 | 36257781 | COM CL A |
| ANALOG DEVICES INC | 132001 | 35798746 | COM |
| SPOTIFY TECHNOLOGY S A | 61223 | 35552518 | SHS |
| COSTCO WHSL CORP NEW | 39512 | 34072835 | COM |
| WEST PHARMACEUTICAL SVSC INC | 122958 | 33830633 | COM |
| GREEN BRICK PARTNERS INC | 532515 | 33367359 | COM |
| GMO ETF TRUST | 810984 | 31190454 | GMO US QUALITY E |
| UFP TECHNOLOGIES INC | 126884 | 28171944 | COM |
| GALLAGHER ARTHUR J & CO | 102631 | 26559932 | COM |
| GLOBAL E ONLINE LTD | 640016 | 25159029 | SHS |
| PETROLEO BRASILEIRO SA PETRO | 2108579 | 24986658 | SPONSORED ADR |
| EA SERIES TRUST | 1443393 | 22026185 | BRIDGEWAY BLUE |
| CHEVRON CORP NEW | 143172 | 21820804 | COM |
| VANGUARD WORLD FD | 27628 | 20825678 | INF TECH ETF |
| GLOBUS MED INC | 235617 | 20571720 | CL A |
| CINTAS CORP | 107361 | 20191422 | COM |
| VANGUARD SPECIALIZED FUNDS | 91233 | 20051191 | DIV APP ETF |
| LEMAITRE VASCULAR INC | 243709 | 19764824 | COM |
| FIRST TR EXCH TRADED FD III | 972278 | 18852476 | INSTL PFD SECS |
| UPSTART HLDGS INC | 421373 | 18426619 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 57166 | 17372273 | SPONSORED ADS |
| DBX ETF TR | 328775 | 15817348 | XTRACK MSCI EAFE |
| JPMORGAN CHASE & CO. | 48181 | 15525100 | COM |
| PHILIP MORRIS INTL INC | 95628 | 15338732 | COM |
| HOWARD HUGHES HOLDINGS INC | 181388 | 14469321 | COM |
| LANDBRIDGE COMPANY LLC | 294143 | 14410072 | CL A |
| WILLIAMS COS INC | 236280 | 14202819 | COM |
| ABBVIE INC | 60408 | 13802699 | COM |
| VANGUARD WORLD FD | 92465 | 13052326 | MEGA CAP VAL ETF |
| ISHARES TR | 75809 | 12935281 | RUS TOP 200 ETF |
| THERMO FISHER SCIENTIFIC INC | 21089 | 12220101 | COM |
| WEC ENERGY GROUP INC | 114136 | 12036714 | COM |
| HONEYWELL INTL INC | 59189 | 11547162 | COM |
| ABBOTT LABS | 87004 | 10900683 | COM |
| SELECT SECTOR SPDR TR | 137631 | 10779351 | STATE STREET CON |
| GOLDMAN SACHS GROUP INC | 12040 | 10583192 | COM |
| SALESFORCE INC | 38165 | 10110112 | COM |
| EATON CORP PLC | 31476 | 10025405 | SHS |
| PIMCO ETF TR | 373458 | 9963859 | MULTISECTOR BD |
| MONSTER BEVERAGE CORP NEW | 123342 | 9456631 | COM |
| TEXAS PACIFIC LAND CORPORATI | 32075 | 9212708 | COM |
| INVESCO EXCHANGE TRADED FD T | 45515 | 8718791 | S&P500 EQL WGT |
| SCHWAB STRATEGIC TR | 312387 | 8568777 | US DIVIDEND EQ |
| UNITEDHEALTH GROUP INC | 25784 | 8511673 | COM |
| SPDR S&P 500 ETF TR | 12397 | 8453662 | TR UNIT |
| MARSH & MCLENNAN COS INC | 44117 | 8184624 | COM |
| VALERO ENERGY CORP | 46123 | 7508321 | COM |
| ISHARES TR | 37222 | 7393008 | MSCI USA QLT FCT |
| VANGUARD INDEX FDS | 28508 | 7353752 | SMALL CP ETF |
| SELECT SECTOR SPDR TR | 46587 | 7211732 | STATE STREET HEA |
| VANGUARD WORLD FD | 52715 | 7036950 | FINANCIALS ETF |
| INVESCO QQQ TR | 11443 | 7029101 | UNIT SER 1 |
| JOHNSON & JOHNSON | 33394 | 6910850 | COM |
| ISHARES TR | 9931 | 6802139 | CORE S&P500 ETF |
| GOOSEHEAD INS INC | 87158 | 6419187 | COM CL A |
| TOLL BROTHERS INC | 44251 | 5983557 | COM |
| ISHARES INC | 49822 | 5916391 | MSCI GBL MIN VOL |
| WASTE MGMT INC DEL | 26398 | 5799838 | COM |
| QUALCOMM INC | 27996 | 4788756 | COM |
| APPLIED MATLS INC | 17968 | 4617625 | COM |
| HOME DEPOT INC | 13245 | 4557552 | COM |
| MARVELL TECHNOLOGY INC | 53622 | 4556756 | COM |
| CAPITAL ONE FINL CORP | 18162 | 4401712 | COM |
| ISHARES TR | 9265 | 4385002 | RUS 1000 GRW ETF |
| INTERNATIONAL BUSINESS MACHS | 14773 | 4375965 | COM |
| BERKSHIRE HATHAWAY INC DEL | 8613 | 4329154 | CL B NEW |
| ELI LILLY & CO | 4004 | 4302835 | COM |
| AMGEN INC | 12757 | 4175571 | COM |
| ISHARES TR | 34373 | 4130961 | CORE S&P SCP ETF |
| SOUTHERN CO | 47263 | 4121332 | COM |
| MAMAS CREATIONS INC | 297829 | 4017713 | COM |
| AT&T INC | 159598 | 3964422 | COM |
| CISCO SYS INC | 50621 | 3899391 | COM |
| CITIGROUP INC | 32467 | 3788574 | COM NEW |
| BANK AMERICA CORP | 66882 | 3678542 | COM |
| ISHARES TR | 9821 | 3667554 | RUS 1000 ETF |
| MICRON TECHNOLOGY INC | 12821 | 3659324 | COM |
| BRADY CORP | 46253 | 3624848 | CL A |
| NEXTERA ENERGY INC | 44634 | 3583218 | COM |
| DANAHER CORPORATION | 15141 | 3466143 | COM |
| AGNICO EAGLE MINES LTD | 20412 | 3460420 | COM |
| RED VIOLET INC | 55893 | 3183098 | COM |
| HALLIBURTON CO | 112574 | 3181342 | COM |
| ALPHABET INC | 10043 | 3151573 | CAP STK CL C |
| ALTRIA GROUP INC | 54574 | 3146766 | COM |
| IES HLDGS INC | 7944 | 3090375 | COM |
| LINDE PLC | 7183 | 3062884 | SHS |
| LPL FINL HLDGS INC | 8372 | 2990196 | COM |
| VANGUARD INDEX FDS | 4737 | 2970354 | S&P 500 ETF SHS |
| BROOKFIELD INFRASTRUCTURE CO | 62632 | 2843493 | COM SUB VTG A |
| CENOVUS ENERGY INC | 167979 | 2842205 | COM |
| FIRSTCASH HOLDINGS INC | 17661 | 2814789 | COM |
| EXXON MOBIL CORP | 20374 | 2451716 | COM |
| FIDELITY NATL INFORMATION SV | 36512 | 2426605 | COM |
| ASSURANT INC | 9818 | 2364610 | COM |
| DUCOMMUN INC DEL | 24824 | 2361507 | COM |
| PROCTER AND GAMBLE CO | 16444 | 2356570 | COM |
| PALANTIR TECHNOLOGIES INC | 12852 | 2284443 | CL A |
| BADGER METER INC | 12800 | 2232525 | COM |
| SPROUTS FMRS MKT INC | 26307 | 2095879 | COM |
| GRAHAM CORP | 32381 | 2079832 | COM |
| PACER FDS TR | 34270 | 2062036 | US CASH COWS 100 |
| WALMART INC | 17926 | 1997161 | COM |
| US BANCORP DEL | 36567 | 1951200 | COM NEW |
| HAWKINS INC | 13612 | 1933706 | COM |
| VISHAY PRECISION GROUP INC | 50198 | 1932623 | COM |
| MONARCH CASINO & RESORT INC | 20086 | 1922224 | COM |
| ST JOE CO | 32176 | 1910277 | COM |
| PIPER SANDLER COMPANIES | 5461 | 1855274 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 6697 | 1844287 | ORD SHS |
| THIRD COAST BANCSHARES INC | 46605 | 1771456 | COM |
| NATHANS FAMOUS INC NEW | 18449 | 1726242 | COM |
| LSI INDS INC OHIO | 94184 | 1725452 | COM |
| VANGUARD INDEX FDS | 4988 | 1570244 | LARGE CAP ETF |
| AFLAC INC | 14199 | 1565751 | COM |
| RPM INTL INC | 14872 | 1546657 | COM |
| SELECT SECTOR SPDR TR | 10733 | 1545246 | STATE STREET TEC |
| GE AEROSPACE | 4989 | 1536997 | COM NEW |
| OSCAR HEALTH INC | 104436 | 1500745 | CL A |
| TESLA INC | 3148 | 1415938 | COM |
| VERIZON COMMUNICATIONS INC | 34642 | 1410943 | COM |
| VANGUARD INDEX FDS | 2774 | 1353383 | GROWTH ETF |
| MCDONALDS CORP | 4364 | 1333728 | COM |
| OCEANEERING INTL INC | 53779 | 1292309 | COM |
| UNION PAC CORP | 5407 | 1250656 | COM |
| TEXAS INSTRS INC | 6655 | 1154576 | COM |
| DIGI INTL INC | 26179 | 1133289 | COM |
| BALCHEM CORP | 7291 | 1118164 | COM |
| MASTERCARD INCORPORATED | 1871 | 1068115 | CL A |
| BANK FIRST CORP | 8375 | 1020243 | COM |
| J P MORGAN EXCHANGE TRADED F | 17520 | 1018244 | NASDAQ EQT PREM |
| BOEING CO | 4668 | 1013473 | COM |
| AMERICAN CENTY ETF TR | 9933 | 1013006 | US SML CP VALU |
| ISHARES TR | 4760 | 1001191 | RUS 1000 VAL ETF |
| GENERAC HLDGS INC | 7190 | 980500 | COM |
| TRANSCAT INC | 17193 | 975359 | COM |
| CELESTICA INC | 3203 | 946839 | COM |
| PEPSICO INC | 6533 | 937627 | COM |
| AMETEK INC | 4464 | 916570 | COM |
| ISHARES TR | 6470 | 885995 | RUS MD CP GR ETF |
| FISERV INC | 12977 | 871639 | COM |
| TRAVELERS COMPANIES INC | 2971 | 861958 | COM |
| SPDR GOLD TR | 2169 | 859596 | GOLD SHS |
| JANUS DETROIT STR TR | 16941 | 856851 | HENDRSON AAA CL |
| CARVANA CO | 2008 | 847479 | CL A |
| VANGUARD TAX-MANAGED FDS | 13350 | 833999 | VAN FTSE DEV MKT |
| VANGUARD INTL EQUITY INDEX F | 11288 | 830321 | ALLWRLD EX US |
| UNIVERSAL TECHNICAL INST INC | 30864 | 806476 | COM |
| STRYKER CORPORATION | 2245 | 788951 | COM |
| FEDEX CORP | 2707 | 782053 | COM |
| ISHARES TR | 2016 | 779890 | RUSSELL 3000 ETF |
| NETFLIX INC | 8315 | 779621 | COM |
| SCHWAB STRATEGIC TR | 23863 | 778411 | US LCAP GR ETF |
| GE VERNOVA INC | 1157 | 755924 | COM |
| AUTOMATIC DATA PROCESSING IN | 2826 | 726898 | COM |
| ISHARES TR | 6730 | 720838 | NATIONAL MUN ETF |
| ISHARES TR | 4275 | 717944 | CORE S&P US GWT |
| VANGUARD SCOTTSDALE FDS | 12834 | 716139 | LONG TERM TREAS |
| MONDELEZ INTL INC | 13240 | 712691 | CL A |
| VANECK ETF TRUST | 1970 | 709426 | SEMICONDUCTR ETF |
| ALLSTATE CORP | 3385 | 704588 | COM |
| WISDOMTREE TR | 13932 | 701047 | FLOATNG RAT TREA |
| BLACKSTONE INC | 4537 | 699371 | COM |
| WELLS FARGO CO NEW | 7414 | 691007 | COM |
| NISOURCE INC | 16301 | 680721 | COM |
| ALLIANT ENERGY CORP | 10422 | 677505 | COM |
| COCA COLA CO | 9519 | 665536 | COM |
| VANGUARD INDEX FDS | 2287 | 663757 | MID CAP ETF |
| CATERPILLAR INC | 1132 | 648506 | COM |
| ISHARES TR | 2140 | 644560 | ISHARES SEMICDTR |
| ISHARES TR | 5170 | 637254 | S&P 500 GRWT ETF |
| KIMBERLY-CLARK CORP | 6301 | 635773 | COM |
| COLGATE PALMOLIVE CO | 7967 | 629628 | COM |
| FORD MTR CO | 47545 | 623799 | COM |
| D R HORTON INC | 4293 | 618366 | COM |
| ISHARES TR | 13586 | 617484 | MSCI INTL QUALTY |
| CARDINAL HEALTH INC | 2998 | 616089 | COM |
| SCHWAB STRATEGIC TR | 23311 | 611439 | US BRD MKT ETF |
| ISHARES TR | 5883 | 603244 | CORE S&P US VLU |
| WINMARK CORP | 1488 | 602413 | COM |
| PROSHARES TR | 5709 | 594168 | S&P 500 DV ARIST |
| CVS HEALTH CORP | 7403 | 587531 | COM |
| ISHARES TR | 14856 | 586078 | INTL SEL DIV ETF |
| DOVER CORP | 2968 | 579527 | COM |
| ISHARES TR | 4108 | 579437 | RUS MDCP VAL ETF |
| J P MORGAN EXCHANGE TRADED F | 9084 | 573912 | US QUALTY FCTR |
| AGNC INVT CORP | 53385 | 572291 | COM |
| XOMETRY INC | 9579 | 569663 | CLASS A COM |
| AMERICAN EXPRESS CO | 1510 | 558571 | COM |
| VANGUARD INDEX FDS | 2924 | 558431 | VALUE ETF |
| MERCK & CO INC | 5252 | 552863 | COM |
| ILLINOIS TOOL WKS INC | 2228 | 548906 | COM |
| PHILLIPS 66 | 4176 | 538839 | COM |
| INVESCO EXCH TRADED FD TR II | 9488 | 527261 | S&P INTL MOMNT |
| ROCKWELL AUTOMATION INC | 1350 | 525338 | COM |
| PENTAIR PLC | 4988 | 519451 | SHS |
| ARISTA NETWORKS INC | 3929 | 514775 | COM SHS |
| INVESCO EXCH TRADED FD TR II | 21312 | 494227 | NATL AMT MUNI |
| LOWES COS INC | 2006 | 483684 | COM |
| BANK MONTREAL QUE | 3704 | 480684 | COM |
| WORLD GOLD TR | 5599 | 477987 | SPDR GLD MINIS |
| ENTERPRISE PRODS PARTNERS L | 14751 | 472936 | COM |
| EDWARDS LIFESCIENCES CORP | 5441 | 463845 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 3900 | 462605 | COM SHS |
| OSHKOSH CORP | 3468 | 435666 | COM |
| ISHARES TR | 4178 | 434644 | MORNINGSTAR GRWT |
| SHOPIFY INC | 2698 | 434297 | CL A SUB VTG SHS |
| RTX CORPORATION | 2299 | 421750 | COM |
| SELECT SECTOR SPDR TR | 9430 | 421614 | STATE STREET ENE |
| CONSTELLATION ENERGY CORP | 1192 | 420946 | COM |
| JOHNSON CTLS INTL PLC | 3509 | 420148 | SHS |
| BRITISH AMERN TOB PLC | 7418 | 420032 | SPONSORED ADR |
| FASTENAL CO | 10418 | 418074 | COM |
| NUTANIX INC | 7982 | 412590 | CL A |
| ISHARES TR | 4937 | 408638 | INTL DIV GRWTH |
| VANGUARD INDEX FDS | 4590 | 406160 | REAL ESTATE ETF |
| ISHARES TR | 2858 | 403371 | SELECT DIVID ETF |
| ISHARES TR | 1822 | 386449 | S&P 500 VAL ETF |
| ISHARES TR | 4424 | 385567 | 20 YR TR BD ETF |
| NORTHROP GRUMMAN CORP | 675 | 384850 | COM |
| VANECK ETF TRUST | 4415 | 378648 | GOLD MINERS ETF |
| UNITED PARCEL SERVICE INC | 3812 | 378132 | CL B |
| SPDR INDEX SHS FDS | 8206 | 364428 | PORTFOLIO DEVLPD |
| ISHARES TR | 4408 | 355417 | IBOXX HI YD ETF |
| AMPHENOL CORP NEW | 2613 | 353121 | CL A |
| COHEN & STEERS QUALITY INCOM | 30335 | 346427 | COM |
| ISHARES TR | 3380 | 343645 | 10-20 YR TRS ETF |
| MPLX LP | 6260 | 334067 | COM UNIT REP LTD |
| DISNEY WALT CO | 2931 | 333400 | COM |
| NVENT ELECTRIC PLC | 3243 | 330658 | SHS |
| CONOCOPHILLIPS | 3513 | 328806 | COM |
| ISHARES TR | 4703 | 326453 | CORE DIV GRWTH |
| INVESCO EXCHANGE TRADED FD T | 3173 | 325026 | S&P MDCP QUALITY |
| MARATHON PETE CORP | 1965 | 319581 | COM |
| ADVANCED MICRO DEVICES INC | 1463 | 313316 | COM |
| DOMINOS PIZZA INC | 744 | 309917 | COM |
| CENCORA INC | 895 | 302286 | COM |
| ASSOCIATED BANC CORP | 11461 | 295231 | COM |
| USCF ETF TR | 5883 | 288720 | MIDSTREAM ENERGY |
| FIRST TR EXCHANGE-TRADED FD | 1066 | 286946 | DJ INTERNT IDX |
| ISHARES TR | 2863 | 285970 | CORE US AGGBD ET |
| DOUGLAS DYNAMICS INC | 8675 | 283239 | COM |
| JANUS DETROIT STR TR | 5423 | 282321 | HENDERSON SECURI |
| GENTEX CORP | 12120 | 282031 | COM |
| BRP INC | 3941 | 278865 | COM SUN VTG |
| RITHM CAPITAL CORP | 25500 | 277950 | COM NEW |
| APPLOVIN CORP | 406 | 273571 | COM CL A |
| J P MORGAN EXCHANGE TRADED F | 4775 | 273304 | EQUITY PREMIUM |
| INVESCO EXCHANGE TRADED FD T | 1712 | 268202 | AEROSPACE DEFN |
| HUNTINGTON INGALLS INDS INC | 781 | 265564 | COM |
| ISHARES TR | 4017 | 265108 | CORE S&P MCP ETF |
| ROYAL CARIBBEAN GROUP | 949 | 264573 | COM |
| ISHARES TR | 3411 | 264444 | EAFE SML CP ETF |
| HERCULES CAPITAL INC | 14004 | 263560 | COM |
| UNIVERSAL DISPLAY CORP | 2202 | 257198 | COM |
| MGE ENERGY INC | 3263 | 255892 | COM |
| ADOBE INC | 731 | 255843 | COM |
| NUCOR CORP | 1553 | 253310 | COM |
| CROWDSTRIKE HLDGS INC | 539 | 252731 | CL A |
| DEERE & CO | 540 | 251603 | COM |
| MGIC INVT CORP WIS | 8568 | 250357 | COM |
| MOTOROLA SOLUTIONS INC | 652 | 249920 | COM NEW |
| GOLDMAN SACHS ETF TR | 4697 | 248330 | NASDAQ-100 PREMI |
| VICI PPTYS INC | 8793 | 247259 | COM |
| FS CREDIT OPPORTUNITIES CORP | 38724 | 243961 | COMMON STOCK |
| FIDUS INVT CORP | 12495 | 241154 | COM |
| EXACT SCIENCES CORP | 2371 | 240799 | COM |
| ANNALY CAPITAL MANAGEMENT IN | 10754 | 240471 | COM NEW |
| PRUDENTIAL FINL INC | 2118 | 239136 | COM |
| ENERGY TRANSFER L P | 14377 | 237074 | COM UT LTD PTN |
| SELECT SECTOR SPDR TR | 1527 | 236868 | STATE STREET IND |
| TRUIST FINL CORP | 4805 | 236454 | COM |
| VANGUARD MUN BD FDS | 4679 | 235307 | TAX EXEMPT BD |
| EMERSON ELEC CO | 1771 | 235105 | COM |
| DUKE ENERGY CORP NEW | 1996 | 233934 | COM NEW |
| INTEL CORP | 6327 | 233480 | COM |
| SCHWAB STRATEGIC TR | 5236 | 233264 | FUNDAMENTAL INTL |
| BRISTOL-MYERS SQUIBB CO | 4313 | 232617 | COM |
| ISHARES TR | 2590 | 231728 | CORE MSCI EAFE |
| ARES CAPITAL CORP | 11300 | 228604 | COM |
| FIDELITY COMWLTH TR | 2500 | 228500 | NASDAQ COMPSIT |
| SCHWAB STRATEGIC TR | 9490 | 228131 | INTL EQTY ETF |
| DIMENSIONAL ETF TRUST | 5724 | 226613 | US CORE EQUITY 2 |
| FAIR ISAAC CORP | 134 | 226543 | COM |
| VANGUARD WORLD FD | 548 | 226198 | MEGA GRWTH IND |
| ISHARES TR | 2522 | 225870 | CORE 80/20 AGGRE |
| SHIFT4 PMTS INC | 3537 | 222725 | CL A |
| EATON VANCE TAX-MANAGED GLOB | 24004 | 221317 | COM |
| FIRST TR EXCHANGE-TRADED FD | 8667 | 216762 | FT VEST GOLD |
| J P MORGAN EXCHANGE TRADED F | 4236 | 215782 | ULTRA SHT MUNCPL |
| PFIZER INC | 8597 | 214086 | COM |
| ISHARES TR | 870 | 214068 | RUSSELL 2000 ETF |
| BLACKROCK LTD DURATION INCOM | 15407 | 211692 | COM SHS |
| WISDOMTREE TR | 2355 | 210608 | US QTLY DIV GRT |
| ACCENTURE PLC IRELAND | 772 | 207183 | SHS CLASS A |
| TARGET CORP | 2111 | 206358 | COM |
| CURTISS WRIGHT CORP | 373 | 205624 | COM |
| ROLLINS INC | 3384 | 203108 | COM |
| KINDER MORGAN INC DEL | 7386 | 203045 | COM |
| GUGGENHEIM STRATEGIC OPPORTU | 15171 | 195404 | COM SBI |
| GLOBAL X FDS | 10928 | 193098 | NASDAQ 100 COVER |
| TRINITY CAP INC | 12227 | 179126 | COM |
| DNP SELECT INCOME FD INC | 14270 | 142558 | COM |
| NUVEEN MUN VALUE FD INC | 11590 | 105005 | COM |
| WHEELS UP EXPERIENCE INC | 18471 | 12123 | COM CL A |
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