Atlantic Edge Private Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Atlantic Edge Private Wealth Management, LLC held in its portfolio 500 assets valued at $402,590,693 (i.e. $402.59M).
The most valuable assets in the portfolio included: ISHARES TR ($25.46M), JANUS DETROIT STR TR ($22.31M), and PIMCO ETF TR ($18.62M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Atlantic Edge Private Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 284546 | 25455509 | CORE MSCI EAFE |
| JANUS DETROIT STR TR | 440987 | 22305144 | HENDRSON AAA CL |
| PIMCO ETF TR | 185566 | 18619651 | ENHAN SHRT MA AC |
| ISHARES TR | 23287 | 15950441 | CORE S&P500 ETF |
| ISHARES TR | 224149 | 14793815 | CORE S&P MCP ETF |
| SPDR S&P MIDCAP 400 ETF TR | 22486 | 13565355 | UTSER1 S&PDCRP |
| VICTORY PORTFOLIOS II | 270396 | 12804522 | CORE INTERMEDIAT |
| APPLE INC | 46191 | 12557582 | COM |
| ISHARES INC | 173502 | 11662802 | CORE MSCI EMKT |
| SPDR INDEX SHS FDS | 195448 | 10188729 | PORTFLO EURP ETF |
| NVIDIA CORPORATION | 48260 | 9000524 | COM |
| ISHARES INC | 123828 | 8999839 | MSCI EMRG CHN |
| ISHARES TR | 72595 | 8948091 | S&P 500 GRWT ETF |
| VANGUARD SCOTTSDALE FDS | 109803 | 8754556 | SHRT TRM CORP BD |
| MICROSOFT CORP | 17452 | 8439912 | COM |
| ALPHABET INC | 24497 | 7667534 | CAP STK CL A |
| KLA CORP | 6036 | 7334462 | COM NEW |
| VANECK ETF TRUST | 216900 | 6369269 | FALLEN ANGEL HG |
| TAIWAN SEMICONDUCTOR MFG LTD | 20625 | 6267700 | SPONSORED ADS |
| JPMORGAN CHASE & CO. | 18097 | 5831370 | COM |
| INVESCO EXCHANGE TRADED FD T | 28872 | 5530794 | S&P500 EQL WGT |
| VANGUARD INTL EQUITY INDEX F | 102732 | 5522850 | FTSE EMR MKT ETF |
| ISHARES TR | 48174 | 4626150 | MSCI EAFE ETF |
| ADVANCED MICRO DEVICES INC | 21231 | 4546912 | COM |
| MCKESSON CORP | 5203 | 4267963 | COM |
| ISHARES TR | 8767 | 4149422 | RUS 1000 GRW ETF |
| META PLATFORMS INC | 6192 | 4087499 | CL A |
| VANGUARD TAX-MANAGED FDS | 65095 | 4066485 | VAN FTSE DEV MKT |
| QUANTA SVCS INC | 8625 | 3640241 | COM |
| THERMO FISHER SCIENTIFIC INC | 6281 | 3639244 | COM |
| CISCO SYS INC | 46981 | 3618914 | COM |
| ETF OPPORTUNITIES TRUST | 79911 | 3536861 | APPLIED FINA VAL |
| ORACLE CORP | 15925 | 3104032 | COM |
| MASTERCARD INCORPORATED | 5326 | 3040307 | CL A |
| LOWES COS INC | 12038 | 2903002 | COM |
| CUMMINS INC | 5547 | 2831350 | COM |
| UNITED RENTALS INC | 3354 | 2714857 | COM |
| INTERNATIONAL BUSINESS MACHS | 8979 | 2659728 | COM |
| ISHARES TR | 85860 | 2658226 | PFD AND INCM SEC |
| TRAVELERS COMPANIES INC | 9009 | 2613134 | COM |
| APTIV PLC | 32290 | 2456944 | COM SHS |
| WABTEC | 10979 | 2343442 | COM |
| EATON CORP PLC | 7313 | 2329381 | SHS |
| BANK AMERICA CORP | 42262 | 2324412 | COM |
| INVESCO EXCHANGE TRADED FD T | 22343 | 2288346 | S&P MDCP QUALITY |
| DANAHER CORPORATION | 9769 | 2236290 | COM |
| D R HORTON INC | 15257 | 2197473 | COM |
| AMERIPRISE FINL INC | 4353 | 2134554 | COM |
| STRYKER CORPORATION | 5479 | 1925661 | COM |
| NVENT ELECTRIC PLC | 18863 | 1923447 | SHS |
| SPDR S&P 500 ETF TR | 2796 | 1906666 | TR UNIT |
| CBRE GROUP INC | 11636 | 1870890 | CL A |
| AMERICAN ELEC PWR CO INC | 15361 | 1771319 | COM |
| DARDEN RESTAURANTS INC | 8705 | 1601957 | COM |
| UNION PAC CORP | 6484 | 1499894 | COM |
| VANGUARD INDEX FDS | 2356 | 1477519 | S&P 500 ETF SHS |
| VANGUARD SPECIALIZED FUNDS | 6705 | 1473706 | DIV APP ETF |
| INCYTE CORP | 14516 | 1433773 | COM |
| NETFLIX INC | 15290 | 1433591 | COM |
| ROPER TECHNOLOGIES INC | 3094 | 1377052 | COM |
| ELI LILLY & CO | 1210 | 1300363 | COM |
| VALERO ENERGY CORP | 7957 | 1295343 | COM |
| MERCK & CO INC | 12242 | 1288586 | COM |
| METLIFE INC | 15659 | 1236098 | COM |
| DISNEY WALT CO | 10522 | 1197128 | COM |
| ISHARES TR | 16740 | 1195404 | EAFE VALUE ETF |
| REGENERON PHARMACEUTICALS | 1464 | 1130063 | COM |
| ISHARES TR | 10815 | 1108971 | CORE S&P US VLU |
| CHEVRON CORP NEW | 7013 | 1068799 | COM |
| VANGUARD INDEX FDS | 3047 | 1021623 | TOTAL STK MKT |
| FISERV INC | 15090 | 1013596 | COM |
| ADOBE INC | 2828 | 989772 | COM |
| CONSTELLATION BRANDS INC | 7112 | 981170 | CL A |
| ISHARES TR | 4538 | 962374 | S&P 500 VAL ETF |
| ISHARES TR | 7185 | 945475 | S&P MC 400VL ETF |
| RTX CORPORATION | 5147 | 943960 | COM |
| VERIZON COMMUNICATIONS INC | 21927 | 893086 | COM |
| ISHARES TR | 8583 | 831522 | S&P MC 400GR ETF |
| CONOCOPHILLIPS | 8449 | 790953 | COM |
| SHERWIN WILLIAMS CO | 2337 | 757381 | COM |
| MARRIOTT INTL INC NEW | 2430 | 753884 | CL A |
| CVS HEALTH CORP | 9240 | 733266 | COM |
| LKQ CORP | 23962 | 723666 | COM |
| NORFOLK SOUTHN CORP | 2335 | 674300 | COM |
| SPDR SERIES TRUST | 13771 | 669119 | STATE STREET SPD |
| AMAZON COM INC | 2876 | 663839 | COM |
| KEURIG DR PEPPER INC | 23431 | 656294 | COM |
| ALPHABET INC | 1938 | 608145 | CAP STK CL C |
| COCA COLA CO | 7979 | 557795 | COM |
| ABBVIE INC | 2441 | 557712 | COM |
| JOHNSON & JOHNSON | 2634 | 545107 | COM |
| VANGUARD INDEX FDS | 1072 | 522986 | GROWTH ETF |
| HOME DEPOT INC | 1513 | 520534 | COM |
| INGREDION INC | 4374 | 482315 | COM |
| GOLDMAN SACHS GROUP INC | 532 | 467628 | COM |
| MARATHON PETE CORP | 2680 | 435849 | COM |
| ISHARES TR | 3077 | 434350 | S&P SML 600 GWT |
| ISHARES TR | 2140 | 427316 | U.S. TECH ETF |
| PACCAR INC | 3891 | 426104 | COM |
| AMERIS BANCORP | 5587 | 414947 | COM |
| PHILIP MORRIS INTL INC | 2439 | 391216 | COM |
| DEERE & CO | 836 | 389217 | COM |
| SELECT SECTOR SPDR TR | 2606 | 375186 | STATE STREET TEC |
| STATE STR CORP | 2803 | 361616 | COM |
| ISHARES TR | 3747 | 360724 | RUS MID CAP ETF |
| VANGUARD WORLD FD | 1860 | 360152 | COMM SRVC ETF |
| SPDR GOLD TR | 875 | 346772 | GOLD SHS |
| ISHARES TR | 6310 | 345221 | MSCI EMG MKT ETF |
| ABBOTT LABS | 2597 | 325379 | COM |
| AMGEN INC | 982 | 321419 | COM |
| ISHARES TR | 6065 | 320718 | ISHS 1-5YR INVS |
| FIRST TR EXCHANGE TRADED FD | 3227 | 312503 | NASD TECH DIV |
| NOVARTIS AG | 2230 | 307451 | SPONSORED ADR |
| BROADCOM INC | 868 | 300415 | COM |
| ISHARES TR | 1200 | 295392 | RUSSELL 2000 ETF |
| ISHARES TR | 2540 | 288849 | SP SMCP600VL ETF |
| VISA INC | 769 | 269696 | COM CL A |
| WALMART INC | 2402 | 267607 | COM |
| PRUDENTIAL FINL INC | 2349 | 265156 | COM |
| PROCTER AND GAMBLE CO | 1824 | 261398 | COM |
| ISHARES TR | 2112 | 253821 | CORE S&P SCP ETF |
| FRANKLIN TEMPLETON DIGITAL H | 4950 | 250470 | BITCOIN ETF SHS |
| SEMPRA | 2779 | 245358 | COM |
| ACCENTURE PLC IRELAND | 848 | 227519 | SHS CLASS A |
| VERALTO CORP | 2182 | 217730 | COM SHS |
| VANGUARD INDEX FDS | 2428 | 214854 | REAL ESTATE ETF |
| NEXTERA ENERGY INC | 2667 | 214107 | COM |
| ISHARES ETHEREUM TR | 9500 | 213085 | SHS |
| GLOBAL X FDS | 3275 | 209207 | GBL X BLOCKCHAIN |
| UNILEVER PLC | 3158 | 206535 | SPON ADR NEW |
| ALPS ETF TR | 4077 | 191686 | ALERIAN MLP |
| TEXAS INSTRS INC | 1071 | 185808 | COM |
| SELECT SECTOR SPDR TR | 4000 | 181400 | STATE STREET MAT |
| LOCKHEED MARTIN CORP | 372 | 179926 | COM |
| EXXON MOBIL CORP | 1483 | 178465 | COM |
| PNC FINL SVCS GROUP INC | 845 | 176377 | COM |
| BERKSHIRE HATHAWAY INC DEL | 340 | 170901 | CL B NEW |
| AGNICO EAGLE MINES LTD | 996 | 168852 | COM |
| ISHARES TR | 1100 | 162987 | US INDUSTRIALS |
| ISHARES GOLD TR | 2000 | 162340 | ISHARES NEW |
| ISHARES TR | 1475 | 159831 | U.S. UTILITS ETF |
| WISDOMTREE TR | 3000 | 159180 | EUROPE HEDGED EQ |
| SCHWAB STRATEGIC TR | 6532 | 157030 | INTL EQTY ETF |
| ISHARES TR | 1140 | 156112 | RUS MD CP GR ETF |
| ISHARES TR | 2375 | 154613 | US HLTHCARE ETF |
| HP INC | 6700 | 149276 | COM |
| CARRIER GLOBAL CORPORATION | 2783 | 147054 | COM |
| ISHARES TR | 982 | 146014 | CORE S&P TTL STK |
| BOEING CO | 669 | 145254 | COM |
| CONSTELLATION ENERGY CORP | 406 | 143428 | COM |
| COSTCO WHSL CORP NEW | 162 | 139700 | COM |
| CSX CORP | 3850 | 139563 | COM |
| ISHARES TR | 1300 | 138710 | SHRT NAT MUN ETF |
| AMERICAN EXPRESS CO | 374 | 138324 | COM |
| LAM RESEARCH CORP | 800 | 136944 | COM NEW |
| PALANTIR TECHNOLOGIES INC | 770 | 136868 | CL A |
| ARM HOLDINGS PLC | 1250 | 136638 | SPONSORED ADS |
| INVESCO EXCHANGE TRADED FD T | 2821 | 132362 | RAFI US 1000 ETF |
| DUKE ENERGY CORP NEW | 1107 | 129752 | COM NEW |
| AUTOZONE INC | 38 | 128877 | COM |
| OMEGA HEALTHCARE INVS INC | 2835 | 125704 | COM |
| INVESCO EXCHANGE TRADED FD T | 2680 | 122986 | RAFI US 1500 |
| VANGUARD BD INDEX FDS | 1580 | 117031 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 607 | 115931 | VALUE ETF |
| TRUIST FINL CORP | 2246 | 110526 | COM |
| ISHARES TR | 825 | 106368 | U.S. FINLS ETF |
| NUCOR CORP | 652 | 106348 | COM |
| VANECK ETF TRUST | 1230 | 105498 | GOLD MINERS ETF |
| TESLA INC | 227 | 102087 | COM |
| ISHARES SILVER TR | 1550 | 99851 | ISHARES |
| MCDONALDS CORP | 322 | 98413 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 1205 | 96762 | COM |
| SHELL PLC | 1300 | 95524 | SPON ADS |
| INVESCO EXCHANGE TRADED FD T | 600 | 93978 | AEROSPACE DEFN |
| APPLOVIN CORP | 136 | 91640 | COM CL A |
| OTIS WORLDWIDE CORP | 1041 | 90932 | COM |
| BRISTOL-MYERS SQUIBB CO | 1650 | 89001 | COM |
| DTE ENERGY CO | 655 | 84482 | COM |
| SELECT SECTOR SPDR TR | 940 | 83453 | STATE STREET CON |
| CAPITAL ONE FINL CORP | 340 | 82403 | COM |
| ISHARES TR | 820 | 81920 | CORE US AGGBD ET |
| BANK NEW YORK MELLON CORP | 658 | 76388 | COM |
| MORGAN STANLEY | 430 | 76338 | COM NEW |
| NORTHROP GRUMMAN CORP | 133 | 75838 | COM |
| HASBRO INC | 921 | 75522 | COM |
| ISHARES TR | 490 | 75441 | U.S. BAS MTL ETF |
| ISHARES TR | 1125 | 75285 | US CONSM STAPLES |
| INVESCO QQQ TR | 122 | 74946 | UNIT SER 1 |
| VULCAN MATLS CO | 258 | 73587 | COM |
| WYNN RESORTS LTD | 580 | 69792 | COM |
| GE AEROSPACE | 226 | 69698 | COM NEW |
| SIMON PPTY GROUP INC NEW | 375 | 69417 | COM |
| ALTRIA GROUP INC | 1158 | 66771 | COM |
| ISHARES TR | 785 | 66443 | CORE MSCI TOTAL |
| UGI CORP NEW | 1765 | 66064 | COM |
| ISHARES TR | 1300 | 65910 | 0-5YR INVT GR CP |
| TARGET CORP | 663 | 64809 | COM |
| VANGUARD WORLD FD | 225 | 64767 | HEALTH CAR ETF |
| CADENCE DESIGN SYSTEM INC | 207 | 64705 | COM |
| VANGUARD INDEX FDS | 217 | 62978 | MID CAP ETF |
| ASML HOLDING N V | 57 | 60983 | N Y REGISTRY SHS |
| MEDTRONIC PLC | 628 | 60326 | SHS |
| ISHARES TR | 580 | 59816 | US CONSUM DISCRE |
| SELECT SECTOR SPDR TR | 1089 | 59645 | STATE STREET FIN |
| FEDEX CORP | 200 | 57772 | COM |
| ISHARES TR | 271 | 57003 | RUS 1000 VAL ETF |
| VERTEX PHARMACEUTICALS INC | 125 | 56670 | COM |
| ROYAL CARIBBEAN GROUP | 200 | 55784 | COM |
| VANGUARD WORLD FD | 300 | 55512 | UTILITIES ETF |
| ISHARES TR | 1140 | 54185 | U.S. ENERGY ETF |
| CROWDSTRIKE HLDGS INC | 115 | 53908 | CL A |
| INTUIT | 81 | 53657 | COM |
| GENERAL MTRS CO | 650 | 52858 | COM |
| CITIGROUP INC | 449 | 52394 | COM NEW |
| KEYSIGHT TECHNOLOGIES INC | 257 | 52220 | COM |
| AFLAC INC | 472 | 52057 | COM |
| CORNING INC | 587 | 51398 | COM |
| EPR PPTYS | 1000 | 49900 | COM SH BEN INT |
| MP MATERIALS CORP | 976 | 49308 | COM CL A |
| PALO ALTO NETWORKS INC | 266 | 48998 | COM |
| LISTED FDS TR | 2300 | 48254 | ROUNDHILL SPORTS |
| MADISON SQUARE GARDEN ENTMT | 870 | 46885 | COM CL A |
| FIDELITY NATIONAL FINANCIAL | 858 | 46839 | COM SHS |
| FIRST TR EXCHANGE TRADED FD | 674 | 46823 | RISNG DIVD ACHIV |
| UNITEDHEALTH GROUP INC | 139 | 45886 | COM |
| AON PLC | 128 | 45169 | SHS CL A |
| VANGUARD WORLD FD | 59 | 44474 | INF TECH ETF |
| HUNTINGTON INGALLS INDS INC | 130 | 44210 | COM |
| HONEYWELL INTL INC | 226 | 44091 | COM |
| ENERGY TRANSFER L P | 2600 | 42874 | COM UT LTD PTN |
| RIGETTI COMPUTING INC | 1930 | 42750 | COMMON STOCK |
| ARES MANAGEMENT CORPORATION | 260 | 42024 | CL A COM STK |
| HERSHEY CO | 230 | 41856 | COM |
| BRIXMOR PPTY GROUP INC | 1590 | 41690 | COM |
| HOULIHAN LOKEY INC | 235 | 40935 | CL A |
| AIR PRODS & CHEMS INC | 165 | 40759 | COM |
| GE VERNOVA INC | 62 | 40522 | COM |
| ISHARES TR | 516 | 40006 | EAFE SML CP ETF |
| INTUITIVE SURGICAL INC | 70 | 39646 | COM NEW |
| ANALOG DEVICES INC | 145 | 39324 | COM |
| F5 INC | 154 | 39311 | COM |
| FORTIVE CORP | 711 | 39255 | COM |
| UNUM GROUP | 500 | 38750 | COM |
| RENASANT CORP | 1098 | 38672 | COM |
| CELESTICA INC | 130 | 38430 | COM |
| ASTRAZENECA PLC | 415 | 38151 | SPONSORED ADR |
| CATERPILLAR INC | 65 | 37237 | COM |
| GENERAL DYNAMICS CORP | 110 | 37033 | COM |
| SPROTT ASSET MANAGEMENT LP | 800 | 36640 | PHYSICAL GOLD AN |
| DILLARDS INC | 60 | 36381 | CL A |
| CONSOLIDATED EDISON INC | 366 | 36352 | COM |
| VANGUARD INTL EQUITY INDEX F | 426 | 35618 | FTSE EUROPE ETF |
| LAMAR ADVERTISING CO NEW | 281 | 35569 | CL A |
| KONTOOR BRANDS INC | 575 | 35127 | COM |
| US BANCORP DEL | 650 | 34684 | COM NEW |
| WELLTOWER INC | 186 | 34524 | COM |
| HILTON WORLDWIDE HLDGS INC | 120 | 34470 | COM |
| TOLL BROTHERS INC | 250 | 33805 | COM |
| SELECT SECTOR SPDR TR | 790 | 33726 | STATE STREET UTI |
| NEWMONT CORP | 335 | 33450 | COM |
| TJX COS INC NEW | 216 | 33180 | COM |
| LYONDELLBASELL INDUSTRIES N | 755 | 32692 | SHS - A - |
| T ROWE PRICE ETF INC | 652 | 32509 | PRICE BLUE CHIP |
| RESMED INC | 134 | 32277 | COM |
| MARVELL TECHNOLOGY INC | 375 | 31868 | COM |
| OR ROYALTIES INC. | 900 | 31851 | COM SHS |
| VANGUARD WORLD FD | 150 | 31686 | CONSUM STP ETF |
| VANGUARD STAR FDS | 402 | 30325 | VG TL INTL STK F |
| CYBERARK SOFTWARE LTD | 67 | 29887 | SHS |
| VANGUARD INDEX FDS | 93 | 29277 | LARGE CAP ETF |
| ASBURY AUTOMOTIVE GROUP INC | 125 | 29067 | COM |
| LINDE PLC | 68 | 28995 | SHS |
| 3M CO | 180 | 28818 | COM |
| CENCORA INC | 85 | 28709 | COM |
| SCHWAB STRATEGIC TR | 1000 | 28480 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 1050 | 28256 | US LRG CAP ETF |
| SUNCOR ENERGY INC NEW | 635 | 28169 | COM |
| ISHARES TR | 165 | 27711 | CORE S&P US GWT |
| ISHARES TR | 125 | 26837 | US AER DEF ETF |
| ISHARES TR | 235 | 26772 | EAFE GRWTH ETF |
| CF INDS HLDGS INC | 345 | 26683 | COM |
| DBX ETF TR | 838 | 26682 | XTRACK MSCI EMRG |
| PROGRESSIVE CORP | 116 | 26416 | COM |
| BJS WHSL CLUB HLDGS INC | 290 | 26109 | COM |
| TIDAL TRUST III | 1300 | 24362 | VISTASHARES TRGT |
| ISHARES TR | 65 | 24274 | RUS 1000 ETF |
| CACI INTL INC | 45 | 23977 | CL A |
| L3HARRIS TECHNOLOGIES INC | 80 | 23486 | COM |
| BOSTON SCIENTIFIC CORP | 245 | 23361 | COM |
| DECKERS OUTDOOR CORP | 225 | 23326 | COM |
| APPLIED MATLS INC | 90 | 23130 | COM |
| ILLINOIS TOOL WKS INC | 93 | 22906 | COM |
| PPL CORP | 653 | 22869 | COM |
| INTERCONTINENTAL EXCHANGE IN | 140 | 22675 | COM |
| BRITISH AMERN TOB PLC | 400 | 22648 | SPONSORED ADR |
| BLACKROCK INC | 21 | 22478 | COM |
| AUTOMATIC DATA PROCESSING IN | 86 | 22122 | COM |
| DREAM FINDERS HOMES INC | 1288 | 22025 | COM CL A |
| MOODYS CORP | 43 | 21967 | COM |
| QUALCOMM INC | 125 | 21382 | COM |
| VANGUARD INDEX FDS | 82 | 21152 | SMALL CP ETF |
| CARDINAL HEALTH INC | 100 | 20550 | COM |
| JACOBS SOLUTIONS INC | 155 | 20532 | COM |
| VANGUARD WORLD FD | 150 | 20024 | FINANCIALS ETF |
| SCHWAB CHARLES CORP | 200 | 19982 | COM |
| SCHWAB STRATEGIC TR | 609 | 19856 | US LCAP GR ETF |
| YUM BRANDS INC | 130 | 19667 | COM |
| OREILLY AUTOMOTIVE INC | 215 | 19611 | COM |
| SALESFORCE INC | 74 | 19604 | COM |
| SCHWAB STRATEGIC TR | 592 | 19388 | EMRG MKTEQ ETF |
| GRUPO CIBEST SA | 300 | 19083 | SPON ADS |
| SCHWAB STRATEGIC TR | 699 | 19020 | FUNDAMENTAL US L |
| MONGODB INC | 45 | 18887 | CL A |
| MONSTER BEVERAGE CORP NEW | 240 | 18401 | COM |
| ALIBABA GROUP HLDG LTD | 125 | 18323 | SPONSORED ADS |
| COMCAST CORP NEW | 602 | 17994 | CL A |
| FREEPORT-MCMORAN INC | 350 | 17777 | CL B |
| VANGUARD WORLD FD | 85 | 17642 | MATERIALS ETF |
| PEPSICO INC | 122 | 17510 | COM |
| CHUBB LIMITED | 56 | 17479 | COM |
| TERAWULF INC | 1500 | 17235 | COM |
| PFIZER INC | 692 | 17231 | COM |
| KKR & CO INC | 130 | 16573 | COM |
| NOVO-NORDISK A S | 325 | 16536 | ADR |
| SEAGATE TECHNOLOGY HLDNGS PL | 60 | 16524 | ORD SHS |
| AST SPACEMOBILE INC | 225 | 16342 | COM CL A |
| EMERSON ELEC CO | 122 | 16192 | COM |
| WW GRAINGER INC | 16 | 16145 | COM |
| SCHWAB STRATEGIC TR | 356 | 16095 | FUNDAMENTAL INTL |
| NRG ENERGY INC | 100 | 15924 | COM NEW |
| D-WAVE QUANTUM INC | 600 | 15690 | COM |
| ALLSTATE CORP | 75 | 15612 | COM |
| MARTIN MARIETTA MATLS INC | 25 | 15567 | COM |
| HARTFORD INSURANCE GROUP INC | 111 | 15296 | COM |
| EBAY INC. | 172 | 14982 | COM |
| DICKS SPORTING GOODS INC | 75 | 14848 | COM |
| WHEATON PRECIOUS METALS CORP | 125 | 14690 | COM |
| TRANSDIGM GROUP INC | 11 | 14629 | COM |
| ISHARES TR | 110 | 14208 | EXPND TEC SC ETF |
| WELLS FARGO CO NEW | 150 | 13980 | COM |
| BLOOM ENERGY CORP | 160 | 13903 | COM CL A |
| CVR PARTNERS LP | 135 | 13838 | COM |
| SYMBOTIC INC | 225 | 13388 | CLASS A COM |
| CDW CORP | 97 | 13212 | COM |
| VODAFONE GROUP PLC NEW | 1000 | 13210 | SPONSORED ADR |
| VANGUARD INTL EQUITY INDEX F | 175 | 12873 | ALLWRLD EX US |
| AGNC INVT CORP | 1200 | 12864 | COM |
| AVIS BUDGET GROUP | 100 | 12832 | COM |
| BECTON DICKINSON & CO | 65 | 12615 | COM |
| ISHARES TR | 39 | 12598 | RUS 2000 GRW ETF |
| DELL TECHNOLOGIES INC | 100 | 12588 | CL C |
| IONQ INC | 280 | 12564 | COM |
| KROGER CO | 200 | 12496 | COM |
| RALLIANT CORP | 234 | 11913 | COM |
| SCHWAB STRATEGIC TR | 393 | 11818 | US MID-CAP ETF |
| AMERICAN WTR WKS CO INC NEW | 90 | 11745 | COM |
| PLAINS ALL AMERN PIPELINE L | 650 | 11674 | UNIT LTD PARTN |
| CHENIERE ENERGY INC | 60 | 11664 | COM NEW |
| SELECT SECTOR SPDR TR | 260 | 11625 | STATE STREET ENE |
| SERVICENOW INC | 75 | 11490 | COM |
| LOUISIANA PAC CORP | 142 | 11468 | COM |
| INTUITIVE MACHINES INC | 700 | 11361 | CLASS A COM |
| MAGNUM ICE CREAM CO NV | 708 | 11222 | ORD SHS |
| ING GROEP N.V. | 400 | 11200 | SPONSORED ADR |
| FORD MTR CO | 850 | 11152 | COM |
| PULTE GROUP INC | 95 | 11140 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 160 | 10938 | SHS REP COM UT |
| VANGUARD INDEX FDS | 61 | 10820 | MCAP VL IDXVIP |
| BOOKING HOLDINGS INC | 2 | 10711 | COM |
| ARMOUR RESIDENTIAL REIT INC | 600 | 10614 | COM SHS |
| ISHARES TR | 75 | 10612 | MSCI ACWI ETF |
| PARKER-HANNIFIN CORP | 12 | 10548 | COM |
| VANGUARD WHITEHALL FDS | 70 | 10047 | HIGH DIV YLD |
| ISHARES TR | 50 | 9931 | MSCI USA QLT FCT |
| UNITED PARCEL SERVICE INC | 100 | 9919 | CL B |
| HOWMET AEROSPACE INC | 48 | 9841 | COM |
| TOTALENERGIES SE | 150 | 9813 | ACT |
| FS SPECIALTY LENDING FD | 675 | 9545 | COM SH BEN INT |
| S&P GLOBAL INC | 18 | 9407 | COM |
| FACTSET RESH SYS INC | 32 | 9287 | COM |
| OCCIDENTAL PETE CORP | 225 | 9252 | COM |
| NU HLDGS LTD | 550 | 9207 | ORD SHS CL A |
| GILEAD SCIENCES INC | 75 | 9206 | COM |
| UBER TECHNOLOGIES INC | 110 | 8989 | COM |
| OKLO INC | 125 | 8970 | COM CL A |
| SAFETY INS GROUP INC | 114 | 8882 | COM |
| HOST HOTELS & RESORTS INC | 500 | 8865 | COM |
| RALPH LAUREN CORP | 25 | 8841 | CL A |
| PRINCIPAL FINANCIAL GROUP IN | 100 | 8821 | COM |
| CHEWY INC | 265 | 8759 | CL A |
| VANGUARD INDEX FDS | 31 | 8654 | MCAP GR IDXVIP |
| EATON VANCE TAX-MANAGED GLOB | 900 | 8577 | COM |
| CORE SCIENTIFIC INC NEW | 575 | 8372 | COM |
| SYNCHRONY FINANCIAL | 100 | 8343 | COM |
| BRIGHTHOUSE FINL INC | 126 | 8164 | COM |
| UBS GROUP AG | 175 | 8105 | SHS |
| VERTIV HOLDINGS CO | 50 | 8101 | COM CL A |
| AT&T INC | 325 | 8073 | COM |
| RED CAT HLDGS INC | 1000 | 7930 | COM |
| VANGUARD INDEX FDS | 37 | 7837 | SM CP VAL ETF |
| SELECT SECTOR SPDR TR | 50 | 7756 | STATE STREET IND |
| PHILLIPS 66 | 60 | 7743 | COM |
| ISHARES TR | 42 | 7611 | RUS 2000 VAL ETF |
| DIAMONDBACK ENERGY INC | 50 | 7517 | COM |
| INTEL CORP | 200 | 7380 | COM |
| ONEOK INC NEW | 100 | 7350 | COM |
| WISDOMTREE TR | 81 | 7244 | US QTLY DIV GRT |
| ALPS ETF TR | 156 | 7236 | EQUAL SEC ETF |
| SANOFI SA | 149 | 7221 | SPONSORED ADR |
| AMERICOLD REALTY TRUST INC | 550 | 7073 | COM |
| DLOCAL LTD | 500 | 7070 | CLASS A COM |
| BP PLC | 200 | 6946 | SPONSORED ADR |
| FLOWSERVE CORP | 100 | 6938 | COM |
| INVESCO EXCH TRADED FD TR II | 105 | 6883 | RAFI DVLPD MRKTS |
| AKAMAI TECHNOLOGIES INC | 78 | 6806 | COM |
| FIRST TR EXCHANGE-TRADED FD | 25 | 6730 | DJ INTERNT IDX |
| MASCO CORP | 105 | 6664 | COM |
| SEACOAST BKG CORP FLA | 210 | 6599 | COM NEW |
| SPDR INDEX SHS FDS | 140 | 6554 | PORTFOLIO EMG MK |
| WEYERHAEUSER CO MTN BE | 275 | 6515 | COM NEW |
| LAS VEGAS SANDS CORP | 100 | 6509 | COM |
| PUBLIC STORAGE OPER CO | 25 | 6488 | COM |
| ARAMARK | 175 | 6451 | COM |
| ANGLOGOLD ASHANTI PLC | 75 | 6396 | COM SHS |
| TAPESTRY INC | 50 | 6389 | COM |
| SOLSTICE ADVANCED MATLS INC | 130 | 6316 | COM SHS |
| STARBUCKS CORP | 75 | 6316 | COM |
| VANGUARD MUN BD FDS | 125 | 6287 | TAX EXEMPT BD |
| SOUTHWEST AIRLS CO | 150 | 6200 | COM |
| AMERICAN TOWER CORP NEW | 35 | 6145 | COM |
| RIO TINTO PLC | 75 | 6003 | SPONSORED ADR |
| JOHNSON CTLS INTL PLC | 50 | 5988 | SHS |
| SANDISK CORP | 25 | 5935 | COM |
| ESPERION THERAPEUTICS INC NE | 1600 | 5920 | COM |
| CIENA CORP | 25 | 5847 | COM NEW |
| GLOBAL X FDS | 70 | 5847 | GLOBAL X SILVER |
| CONAGRA BRANDS INC | 333 | 5765 | COM |
| REDDIT INC | 25 | 5747 | CL A |
| AMERICAN INTL GROUP INC | 67 | 5732 | COM NEW |
| AGILENT TECHNOLOGIES INC | 42 | 5715 | COM |
| ROBINHOOD MKTS INC | 50 | 5655 | COM CL A |
| CHIPOTLE MEXICAN GRILL INC | 151 | 5587 | COM |
| UBIQUITI INC | 10 | 5534 | COM |
| FIRST TR EXCHANGE-TRADED FD | 120 | 5530 | SHS |
| RITHM CAPITAL CORP | 500 | 5450 | COM NEW |
| CANADIAN NAT RES LTD | 160 | 5416 | COM |
| DT MIDSTREAM INC | 45 | 5386 | COMMON STOCK |
| ZIONS BANCORPORATION N A | 92 | 5386 | COM |
| T-MOBILE US INC | 26 | 5280 | COM |
| NATWEST GROUP PLC | 300 | 5250 | SPONS ADR |
| ROCKET LAB CORP | 75 | 5232 | COM |
| PINTEREST INC | 200 | 5178 | CL A |
| ROKU INC | 47 | 5100 | COM CL A |
| BARCLAYS PLC | 200 | 5090 | ADR |
| SCIENCE APPLICATIONS INTL CO | 50 | 5033 | COM |
| CLOUDFLARE INC | 25 | 4929 | CL A COM |
| ADVANCED ENERGY INDS | 23 | 4816 | COM |
| TCW ETF TRUST | 50 | 4808 | TRANSFORM SYSTEM |
| SPDR DOW JONES INDL AVERAGE | 10 | 4806 | UT SER 1 |
| AMENTUM HOLDINGS INC | 164 | 4756 | COM |
| ALCON AG | 60 | 4729 | ORD SHS |
| CARNIVAL CORP | 150 | 4581 | UNIT 99/99/9999 |
| SMURFIT WESTROCK PLC | 113 | 4370 | SHS |
| WORLD GOLD TR | 50 | 4269 | SPDR GLD MINIS |
| FRANCO NEV CORP | 20 | 4146 | COM |
| UNITED BANKSHARES INC WEST V | 105 | 4032 | COM |
| FORTINET INC | 50 | 3971 | COM |
| GLOBAL PMTS INC | 50 | 3870 | COM |
| KRATOS DEFENSE & SEC SOLUTIO | 50 | 3796 | COM NEW |
| ARK ETF TR | 25 | 3694 | NEXT GNRTN INTER |
| ZOETIS INC | 29 | 3649 | CL A |
| KRAFT HEINZ CO | 150 | 3638 | COM |
| LINCOLN ELEC HLDGS INC | 15 | 3595 | COM |
| ISHARES TR | 25 | 3529 | SELECT DIVID ETF |
| NORTHERN TR CORP | 25 | 3415 | COM |
| VANGUARD BD INDEX FDS | 43 | 3389 | SHORT TRM BOND |
| F&G ANNUITIES & LIFE INC | 109 | 3363 | COMMON STOCK |
| AECOM | 35 | 3337 | COM |
| ROYAL GOLD INC | 15 | 3335 | COM |
| REDWOOD TRUST INC | 600 | 3318 | COM |
| LITHIUM AMERS CORP NEW | 750 | 3270 | COM SHS |
| EXTRA SPACE STORAGE INC | 25 | 3256 | COM |
| NXP SEMICONDUCTORS N V | 15 | 3256 | COM |
| BLOCK INC | 50 | 3255 | CL A |
| SPINNAKER ETF SERIES | 75 | 3160 | SELECT STOXX EUR |
| GRAYSCALE COINDESK CRYPTO | 75 | 3100 | USD SHS |
| TMC THE METALS COMPANY INC | 500 | 3085 | COM |
| KIMBERLY-CLARK CORP | 30 | 3027 | COM |
| WISDOMTREE TR | 45 | 3006 | US MIDCAP FUND |
| SENTINELONE INC | 200 | 3000 | CL A |
| WARNER BROS DISCOVERY INC | 100 | 2882 | COM SER A |
| CREDO TECHNOLOGY GROUP HOLDI | 20 | 2878 | ORDINARY SHARES |
| MUELLER INDS INC | 25 | 2870 | COM |
| ARK ETF TR | 25 | 2867 | AUTNMUS TECHNLGY |
| NUSCALE PWR CORP | 200 | 2834 | CL A COM |
| METTLER TOLEDO INTERNATIONAL | 2 | 2789 | COM |
| LAMB WESTON HLDGS INC | 66 | 2765 | COM |
| WASTE MGMT INC DEL | 12 | 2637 | COM |
| LAUDER ESTEE COS INC | 25 | 2618 | CL A |
| OKTA INC | 30 | 2595 | CL A |
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