Avantax Planning Partners, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Avantax Planning Partners, Inc. held in its portfolio 424 assets valued at $3,575,182,955 (i.e. $3.58B).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($485.73M), SPDR SERIES TRUST ($339.48M), and SCHWAB STRATEGIC TR ($301.66M).
The chart below shows the top 10 valuable assets, and the table below shows the top 424 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Avantax Planning Partners, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 14890533 | 485729192 | US LCAP GR ETF |
| SPDR SERIES TRUST | 8183237 | 339481513 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 10187907 | 301663932 | US LCAP VA ETF |
| SCHWAB STRATEGIC TR | 10106223 | 277213693 | US DIVIDEND EQ |
| SCHWAB STRATEGIC TR | 7447340 | 174044344 | US AGGREGATE B |
| SCHWAB STRATEGIC TR | 7198276 | 173046559 | INTL EQTY ETF |
| J P MORGAN EXCHANGE TRADED F | 2329725 | 113457621 | INTL BD OPP ETF |
| AMERICAN CENTY ETF TR | 858771 | 87577489 | US SML CP VALU |
| AMERICAN CENTY ETF TR | 1108899 | 85407429 | AVANTIS EMGMKT |
| SPDR INDEX SHS FDS | 2264574 | 81343507 | MSCI ACWI EXUS |
| J P MORGAN EXCHANGE TRADED F | 1626978 | 77037422 | CORE PLUS BD ETF |
| J P MORGAN EXCHANGE TRADED F | 1251400 | 63195712 | MUNICIPAL ETF |
| ISHARES TR | 502707 | 53844908 | NATIONAL MUN ETF |
| VANGUARD SPECIALIZED FUNDS | 225257 | 49506939 | DIV APP ETF |
| FIRST TR EXCH TRADED FD III | 854387 | 43689097 | MANAGD MUN ETF |
| APPLE INC | 147060 | 39979810 | COM |
| ALPS ETF TR | 942845 | 36356088 | INTL SEC DV DOG |
| ISHARES TR | 72138 | 34142811 | RUS 1000 GRW ETF |
| VANGUARD STAR FDS | 447460 | 33756358 | VG TL INTL STK F |
| ISHARES TR | 186086 | 22936900 | S&P 500 GRWT ETF |
| J P MORGAN EXCHANGE TRADED F | 385563 | 22069606 | EQUITY PREMIUM |
| MICROSOFT CORP | 41553 | 20095852 | COM |
| VANGUARD WHITEHALL FDS | 192958 | 17646036 | INTL DVD ETF |
| NVIDIA CORPORATION | 94227 | 17573278 | COM |
| ISHARES TR | 54063 | 17462920 | RUS 2000 GRW ETF |
| JPMORGAN CHASE & CO. | 51183 | 16492301 | COM |
| BROADCOM INC | 46968 | 16255552 | COM |
| VANGUARD MUN BD FDS | 159973 | 16130074 | INTERMEDIATE TRM |
| ISHARES TR | 114388 | 15664252 | RUS MD CP GR ETF |
| VANGUARD INDEX FDS | 51022 | 15414135 | SML CP GRW ETF |
| DIMENSIONAL ETF TRUST | 467819 | 15236858 | EMGR CRE EQT MNG |
| ISHARES TR | 107419 | 15151511 | RUS MDCP VAL ETF |
| DIMENSIONAL ETF TRUST | 420408 | 13827219 | US SMALL CAP VAL |
| ABBVIE INC | 57589 | 13158582 | COM |
| VANGUARD INDEX FDS | 45816 | 12789078 | MCAP GR IDXVIP |
| COCA COLA CO | 180273 | 12602873 | COM |
| PIMCO ETF TR | 228113 | 11955402 | INTER MUN BD ACT |
| DIMENSIONAL ETF TRUST | 301378 | 11931553 | US CORE EQUITY 2 |
| AMAZON COM INC | 50996 | 11770879 | COM |
| MERCK & CO INC | 111587 | 11745699 | COM |
| WISDOMTREE TR | 227248 | 11726012 | US MIDCAP DIVID |
| VANGUARD INTL EQUITY INDEX F | 217376 | 11686144 | FTSE EMR MKT ETF |
| FASTENAL CO | 282709 | 11345126 | COM |
| DEERE & CO | 23922 | 11137465 | COM |
| CISCO SYS INC | 144312 | 11116361 | COM |
| INTERNATIONAL BUSINESS MACHS | 37050 | 10974447 | COM |
| EXXON MOBIL CORP | 89184 | 10732444 | COM |
| HOME DEPOT INC | 31165 | 10723759 | COM |
| ISHARES INC | 154915 | 10413390 | CORE MSCI EMKT |
| SPDR S&P 500 ETF TR | 14934 | 10184105 | TR UNIT |
| AMGEN INC | 31015 | 10151376 | COM |
| VANGUARD WHITEHALL FDS | 70271 | 10085315 | HIGH DIV YLD |
| JOHNSON & JOHNSON | 48455 | 10027808 | COM |
| CHEVRON CORP NEW | 64859 | 9885212 | COM |
| VANGUARD INDEX FDS | 53313 | 9456127 | MCAP VL IDXVIP |
| LOCKHEED MARTIN CORP | 19268 | 9319392 | COM |
| ISHARES TR | 91082 | 9260288 | 10-20 YR TRS ETF |
| COSTCO WHSL CORP NEW | 10692 | 9220439 | COM |
| VERIZON COMMUNICATIONS INC | 221191 | 9009124 | COM |
| PEPSICO INC | 62583 | 8981871 | COM |
| TEXAS INSTRS INC | 51577 | 8948014 | COM |
| VANECK ETF TRUST | 167591 | 8567252 | HIGH YLD MUNIETF |
| VANGUARD BD INDEX FDS | 107148 | 8344686 | INTERMED TERM |
| ISHARES TR | 80970 | 8087284 | CORE US AGGBD ET |
| ALPHABET INC | 25501 | 7981792 | CAP STK CL A |
| VANGUARD INDEX FDS | 41116 | 7852745 | VALUE ETF |
| VANGUARD MUN BD FDS | 148443 | 7465201 | TAX EXEMPT BD |
| J P MORGAN EXCHANGE TRADED F | 122545 | 7442158 | DIV RTN EM EQT |
| INVESCO QQQ TR | 12017 | 7381949 | UNIT SER 1 |
| PROCTER AND GAMBLE CO | 51481 | 7377723 | COM |
| VALERO ENERGY CORP | 45257 | 7367339 | COM |
| BERKSHIRE HATHAWAY INC DEL | 14572 | 7324616 | CL B NEW |
| TESLA INC | 16002 | 7196419 | COM |
| ISHARES TR | 96063 | 6859823 | EAFE VALUE ETF |
| ALTRIA GROUP INC | 117022 | 6747494 | COM |
| ELI LILLY & CO | 6054 | 6505799 | COM |
| PFIZER INC | 253886 | 6321772 | COM |
| BLACKROCK INC | 5848 | 6259082 | COM |
| HARTFORD FDS EXCHANGE TRADED | 159807 | 6250052 | MUN OPORTUNITE |
| BANK AMERICA CORP | 111058 | 6108169 | COM |
| UNITED PARCEL SERVICE INC | 59908 | 5942250 | CL B |
| ISHARES TR | 32115 | 5819597 | RUS 2000 VAL ETF |
| ISHARES TR | 52220 | 5571874 | SHRT NAT MUN ETF |
| MCDONALDS CORP | 18039 | 5513135 | COM |
| BLUEROCK PVT REAL ESTATE FD | 353799 | 5306985 | COM |
| US BANCORP DEL | 91510 | 4882999 | COM NEW |
| META PLATFORMS INC | 6551 | 4324269 | CL A |
| EOG RES INC | 40460 | 4248687 | COM |
| VISA INC | 11909 | 4176444 | COM CL A |
| NEW YORK LIFE INVTS ACTIVE E | 171499 | 4172576 | NYLI MACKAY MUN |
| QUALCOMM INC | 23779 | 4067400 | COM |
| BRISTOL-MYERS SQUIBB CO | 74548 | 4021139 | COM |
| CASEYS GEN STORES INC | 7176 | 3966247 | COM |
| CATERPILLAR INC | 6849 | 3923800 | COM |
| M & T BK CORP | 19361 | 3900888 | COM |
| GLOBAL X FDS | 91338 | 3711063 | S&P 500 COVERED |
| ORACLE CORP | 19021 | 3707402 | COM |
| ISHARES TR | 66818 | 3655613 | MSCI EMG MKT ETF |
| VANGUARD INDEX FDS | 10834 | 3632453 | TOTAL STK MKT |
| ISHARES TR | 25669 | 3509742 | MSCI USA VALUE |
| WALMART INC | 30978 | 3451288 | COM |
| SOUTHERN CO | 38836 | 3386502 | COM |
| ONEOK INC NEW | 45466 | 3341718 | COM |
| SLIDE INS HLDGS INC | 168368 | 3279809 | COM |
| VANGUARD INDEX FDS | 15154 | 3209520 | SM CP VAL ETF |
| PRINCIPAL FINANCIAL GROUP IN | 35389 | 3121664 | COM |
| SELECT SECTOR SPDR TR | 21648 | 3116659 | STATE STREET TEC |
| TJX COS INC NEW | 19982 | 3069435 | COM |
| ALPHABET INC | 9734 | 3054666 | CAP STK CL C |
| THERMO FISHER SCIENTIFIC INC | 5066 | 2935585 | COM |
| SPDR GOLD TR | 7369 | 2920408 | GOLD SHS |
| CONOCOPHILLIPS | 30991 | 2901060 | COM |
| VANGUARD TAX-MANAGED FDS | 45243 | 2826307 | VAN FTSE DEV MKT |
| VANGUARD BD INDEX FDS | 37914 | 2808315 | TOTAL BND MRKT |
| KIMBERLY-CLARK CORP | 26841 | 2707981 | COM |
| ADVANCED MICRO DEVICES INC | 12057 | 2582224 | COM |
| ABBOTT LABS | 19264 | 2413648 | COM |
| VANGUARD INDEX FDS | 3775 | 2367234 | S&P 500 ETF SHS |
| WISDOMTREE TR | 22580 | 2299103 | US HIGH DIVIDEND |
| APPLIED MATLS INC | 8899 | 2286954 | COM |
| ISHARES TR | 55413 | 2186043 | INTL SEL DIV ETF |
| ISHARES TR | 9925 | 2087625 | RUS 1000 VAL ETF |
| LAM RESEARCH CORP | 11738 | 2009335 | COM NEW |
| UNITEDHEALTH GROUP INC | 5979 | 1973697 | COM |
| FIRST TR EXCHNG TRADED FD VI | 77596 | 1953102 | SMITH UNCONSTRAI |
| INVESCO EXCH TRADED FD TR II | 170293 | 1914092 | PFD ETF |
| ISHARES TR | 19617 | 1900512 | S&P MC 400GR ETF |
| ARCHER DANIELS MIDLAND CO | 32884 | 1890479 | COM |
| PHILLIPS 66 | 14388 | 1856649 | COM |
| ALLIANT ENERGY CORP | 28148 | 1829901 | COM |
| LINDE PLC | 4286 | 1827661 | SHS |
| BLACK HILLS CORP | 25817 | 1792247 | COM |
| PARKER-HANNIFIN CORP | 2010 | 1766409 | COM |
| VANGUARD WHITEHALL FDS | 19605 | 1764450 | INTL HIGH ETF |
| ADOBE INC | 5012 | 1754274 | COM |
| PHILIP MORRIS INTL INC | 10930 | 1753102 | COM |
| FIRST TR EXCH TRADED FD III | 95264 | 1735710 | PFD SECS INC ETF |
| ISHARES TR | 6995 | 1721889 | RUSSELL 2000 ETF |
| VANGUARD WORLD FD | 2258 | 1701929 | INF TECH ETF |
| ISHARES TR | 7869 | 1668683 | S&P 500 VAL ETF |
| SALESFORCE INC | 6239 | 1652678 | COM |
| ISHARES TR | 11775 | 1640787 | ESG OPTIMIZED |
| WESBANCO INC | 48357 | 1607387 | COM |
| PALANTIR TECHNOLOGIES INC | 9032 | 1605438 | CL A |
| BOOKING HOLDINGS INC | 299 | 1602457 | COM |
| ROCKWELL AUTOMATION INC | 4118 | 1602318 | COM |
| MCKESSON CORP | 1916 | 1571524 | COM |
| NETFLIX INC | 16158 | 1514974 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| NEXTERA ENERGY INC | 18434 | 1479903 | COM |
| INVESCO EXCHANGE TRADED FD T | 31127 | 1460479 | RAFI US 1000 ETF |
| WORKIVA INC | 16640 | 1435200 | COM CL A |
| MASTERCARD INCORPORATED | 2498 | 1426148 | CL A |
| GENUINE PARTS CO | 11587 | 1424738 | COM |
| SCHWAB STRATEGIC TR | 53540 | 1404346 | US BRD MKT ETF |
| RTX CORPORATION | 7422 | 1361280 | COM |
| ENTERPRISE PRODS PARTNERS L | 42070 | 1348765 | COM |
| AT&T INC | 53575 | 1330793 | COM |
| ISHARES TR | 57906 | 1324600 | IBONDS 26 TRM TS |
| J P MORGAN EXCHANGE TRADED F | 28192 | 1305008 | INCOME ETF |
| 3M CO | 8141 | 1303318 | COM |
| EMERSON ELEC CO | 9764 | 1295845 | COM |
| ISHARES TR | 1886 | 1291801 | CORE S&P500 ETF |
| SERVICENOW INC | 8245 | 1263052 | COM |
| ACCENTURE PLC IRELAND | 4698 | 1260422 | SHS CLASS A |
| UBER TECHNOLOGIES INC | 15404 | 1258661 | COM |
| ISHARES TR | 14732 | 1246916 | CORE MSCI TOTAL |
| ISHARES TR | 17927 | 1183182 | CORE S&P MCP ETF |
| DIMENSIONAL ETF TRUST | 15830 | 1174111 | US EQUITY MARKET |
| FIRST TR EXCHANGE-TRADED FD | 12587 | 1164470 | CAP STRENGTH ETF |
| TARGET CORP | 11891 | 1162345 | COM |
| SCHWAB STRATEGIC TR | 42715 | 1149465 | US LRG CAP ETF |
| VANGUARD INDEX FDS | 2352 | 1147591 | GROWTH ETF |
| UNION PAC CORP | 4830 | 1117307 | COM |
| INTUITIVE SURGICAL INC | 1950 | 1104402 | COM NEW |
| AMERICAN CENTY ETF TR | 12701 | 1091143 | AVANTIS ALL EQT |
| SPDR S&P MIDCAP 400 ETF TR | 1805 | 1088920 | UTSER1 S&PDCRP |
| ISHARES TR | 13329 | 1074705 | IBOXX HI YD ETF |
| ISHARES TR | 11166 | 1072251 | MSCI EAFE ETF |
| FORD MTR CO | 81586 | 1070414 | COM |
| DIMENSIONAL ETF TRUST | 32306 | 1057375 | WORLD EX US CORE |
| TRANE TECHNOLOGIES PLC | 2668 | 1038386 | SHS |
| ISHARES TR | 9057 | 1031820 | EAFE GRWTH ETF |
| INTUIT | 1549 | 1026323 | COM |
| CROWDSTRIKE HLDGS INC | 2175 | 1019367 | CL A |
| C H ROBINSON WORLDWIDE INC | 6201 | 996873 | COM NEW |
| WELLS FARGO CO NEW | 10675 | 994910 | COM |
| PACER FDS TR | 16469 | 990935 | US CASH COWS 100 |
| DIMENSIONAL ETF TRUST | 21142 | 985006 | US MKTWIDE VALUE |
| PALO ALTO NETWORKS INC | 5211 | 959866 | COM |
| AMERICAN EXPRESS CO | 2545 | 941619 | COM |
| GENERAL DYNAMICS CORP | 2773 | 933589 | COM |
| PRUDENTIAL FINL INC | 8226 | 928536 | COM |
| SCHWAB STRATEGIC TR | 32151 | 915658 | US SML CAP ETF |
| BOEING CO | 4174 | 906159 | COM |
| DUKE ENERGY CORP NEW | 7714 | 904144 | COM NEW |
| VANGUARD WORLD FD | 3085 | 887919 | HEALTH CAR ETF |
| COHERENT CORP | 4801 | 886121 | COM |
| FLEX LTD | 14585 | 881226 | ORD |
| TAIWAN SEMICONDUCTOR MFG LTD | 2885 | 876723 | SPONSORED ADS |
| DANAHER CORPORATION | 3815 | 873330 | COM |
| AUTOMATIC DATA PROCESSING IN | 3303 | 849631 | COM |
| VANGUARD WORLD FD | 6256 | 835113 | FINANCIALS ETF |
| PACER FDS TR | 21306 | 824116 | DEVELOPED MRKT |
| DISNEY WALT CO | 7060 | 803223 | COM |
| WEC ENERGY GROUP INC | 7616 | 803183 | COM |
| VANGUARD WORLD FD | 6584 | 796401 | ESG US STK ETF |
| ISHARES SILVER TR | 12155 | 783025 | ISHARES |
| AMERICAN CENTY ETF TR | 13021 | 764854 | AVANTIS US SMALL |
| HUBBELL INC | 1715 | 761649 | COM |
| ISHARES TR | 1959 | 757964 | RUSSELL 3000 ETF |
| VANGUARD WORLD FD | 3830 | 741603 | COMM SRVC ETF |
| ISHARES TR | 4206 | 737480 | GLOB INDSTRL ETF |
| STRYKER CORPORATION | 2092 | 735184 | COM |
| ISHARES TR | 29178 | 706983 | IBONDS DEC2026 |
| VANGUARD INDEX FDS | 2412 | 699916 | MID CAP ETF |
| ISHARES TR | 6550 | 692270 | EXPANDED TECH |
| WASTE MGMT INC DEL | 3055 | 671202 | COM |
| CAPITAL GROUP GROWTH ETF | 15049 | 669211 | SHS CREATION UNI |
| HOWMET AEROSPACE INC | 3218 | 659772 | COM |
| ISHARES TR | 3296 | 658179 | U.S. TECH ETF |
| GE AEROSPACE | 2128 | 655569 | COM NEW |
| SEMPRA | 7407 | 653949 | COM |
| EATON CORP PLC | 2035 | 648241 | SHS |
| HONEYWELL INTL INC | 3309 | 645500 | COM |
| PUTNAM ETF TRUST | 14026 | 639165 | FOCUSED LAR CAP |
| SELECT SECTOR SPDR TR | 14275 | 638252 | STATE STREET ENE |
| ISHARES TR | 7661 | 631879 | CORE MSCI INTL |
| NORFOLK SOUTHN CORP | 2177 | 628543 | COM |
| MICRON TECHNOLOGY INC | 2160 | 616580 | COM |
| VANGUARD WORLD FD | 2031 | 606010 | INDUSTRIAL ETF |
| MARATHON PETE CORP | 3705 | 602616 | COM |
| BROOKFIELD INFRAST PARTNERS | 17189 | 597142 | LP INT UNIT |
| PNC FINL SVCS GROUP INC | 2850 | 594843 | COM |
| TRAVELERS COMPANIES INC | 2039 | 591373 | COM |
| ISHARES TR | 10267 | 589942 | CALIF MUN BD ETF |
| SELECT SECTOR SPDR TR | 10738 | 588120 | STATE STREET FIN |
| CONSTELLATION BRANDS INC | 4262 | 587986 | CL A |
| INNOVATOR ETFS TRUST | 19052 | 587564 | INTRNL DEV APRL |
| ISHARES TR | 4446 | 585101 | S&P MC 400VL ETF |
| VANGUARD WORLD FD | 2763 | 583656 | CONSUM STP ETF |
| FIRST TR EXCHANGE-TRADED FD | 7486 | 583507 | SHS |
| CAESARS ENTERTAINMENT INC NE | 24529 | 573733 | COM |
| VANGUARD WORLD FD | 4553 | 573326 | ENERGY ETF |
| VANGUARD INDEX FDS | 2179 | 561997 | SMALL CP ETF |
| MEDTRONIC PLC | 5848 | 561767 | SHS |
| CONSTELLATION ENERGY CORP | 1590 | 561759 | COM |
| ENERGY TRANSFER L P | 33970 | 560171 | COM UT LTD PTN |
| UGI CORP NEW | 14953 | 559709 | COM |
| ENBRIDGE INC | 11567 | 553258 | COM |
| SPDR DOW JONES INDL AVERAGE | 1150 | 552656 | UT SER 1 |
| MORGAN STANLEY | 3098 | 549988 | COM NEW |
| CONSOLIDATED EDISON INC | 5401 | 536427 | COM |
| AFLAC INC | 4828 | 532384 | COM |
| APPLOVIN CORP | 786 | 529623 | COM CL A |
| ALLSTATE CORP | 2539 | 528493 | COM |
| SPDR INDEX SHS FDS | 11876 | 527413 | PORTFOLIO DEVLPD |
| L3HARRIS TECHNOLOGIES INC | 1792 | 526077 | COM |
| VANGUARD INTL EQUITY INDEX F | 3546 | 500199 | TT WRLD ST ETF |
| INVESCO EXCH TRD SLF IDX FD | 21189 | 497942 | BULSHS 2028 MUNI |
| INVESCO EXCH TRD SLF IDX FD | 21005 | 497088 | BULSHS 2027 MUNI |
| BLACKSTONE INC | 3199 | 493018 | COM |
| INTEL CORP | 13257 | 489182 | COM |
| LOWES COS INC | 2027 | 488805 | COM |
| WW GRAINGER INC | 483 | 487371 | COM |
| GALLAGHER ARTHUR J & CO | 1875 | 485146 | COM |
| SCHWAB CHARLES CORP | 4850 | 484588 | COM |
| NUSHARES ETF TR | 13323 | 482426 | NUVEEN ESG INTL |
| BOSTON SCIENTIFIC CORP | 5041 | 480659 | COM |
| NUSHARES ETF TR | 21289 | 475916 | NUVEEN ESG US |
| AGNICO EAGLE MINES LTD | 2787 | 472480 | COM |
| BLACKROCK ENHANCED EQUITY DI | 49635 | 470535 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 1700 | 468163 | ORD SHS |
| GSK PLC | 9537 | 467706 | SPONSORED ADR |
| ISHARES TR | 5189 | 464226 | CORE MSCI EAFE |
| ISHARES TR | 4414 | 463470 | GLOBAL TECH ETF |
| KLA CORP | 376 | 456870 | COM NEW |
| PAYCHEX INC | 4057 | 455153 | COM |
| NUSHARES ETF TR | 4635 | 453303 | NUVEEN ESG LRGCP |
| ISHARES TR | 2698 | 453102 | CORE S&P US GWT |
| CELESTICA INC | 1528 | 451692 | COM |
| AMERICAN ELEC PWR CO INC | 3897 | 449311 | COM |
| SPDR INDEX SHS FDS | 6951 | 447575 | EURO STOXX 50 |
| TC ENERGY CORP | 8125 | 446956 | COM |
| CSX CORP | 12321 | 446636 | COM |
| GILEAD SCIENCES INC | 3632 | 445836 | COM |
| ISHARES TR | 8729 | 443957 | FLTG RATE NT ETF |
| SNAP ON INC | 1287 | 443557 | COM |
| AMERICAN TOWER CORP NEW | 2513 | 441207 | COM |
| WILLIAMS COS INC | 7197 | 432614 | COM |
| ISHARES TR | 3898 | 429498 | IBOXX INV CP ETF |
| AMERICAN CENTY ETF TR | 5649 | 428025 | US LARGE CAP VLU |
| NIKE INC | 6640 | 423025 | CL B |
| ISHARES GOLD TR | 5131 | 416483 | ISHARES NEW |
| MONDELEZ INTL INC | 7679 | 413359 | CL A |
| CUMMINS INC | 786 | 401214 | COM |
| EA SERIES TRUST | 13980 | 398570 | STRIVE MID CAP |
| SELECT SECTOR SPDR TR | 9324 | 398036 | STATE STREET UTI |
| EA SERIES TRUST | 11955 | 397743 | STRIVE SML CAP |
| CURTISS WRIGHT CORP | 718 | 395812 | COM |
| DELL TECHNOLOGIES INC | 3141 | 395330 | CL C |
| BLUE OWL CAPITAL CORPORATION | 31411 | 390439 | COM |
| CITIGROUP INC | 3338 | 389489 | COM NEW |
| CORNING INC | 4445 | 389223 | COM |
| TOTALENERGIES SE | 5931 | 387980 | ACT |
| AMPHENOL CORP NEW | 2856 | 385945 | CL A |
| HEWLETT PACKARD ENTERPRISE C | 16022 | 384848 | COM |
| ISHARES TR | 1021 | 381282 | RUS 1000 ETF |
| INVESCO EXCHANGE TRADED FD T | 1959 | 375266 | S&P500 EQL WGT |
| CARDINAL HEALTH INC | 1820 | 373925 | COM |
| FEDERATED HERMES INC | 7000 | 364490 | CL B |
| EATON VANCE TX ADV GLBL DIV | 15655 | 361629 | COM |
| ISHARES TR | 14322 | 361487 | ESG AWRE 1 5 YR |
| SERVISFIRST BANCSHARES INC | 5000 | 358950 | COM |
| GE VERNOVA INC | 549 | 358831 | COM |
| INVESCO EXCH TRADED FD TR II | 14804 | 357665 | CALIF AMT MUN |
| GARMIN LTD | 1754 | 355799 | SHS |
| VANGUARD WORLD FD | 887 | 349407 | CONSUM DIS ETF |
| PACER FDS TR | 7824 | 347151 | US SMALL CAP CAS |
| SELECT SECTOR SPDR TR | 2906 | 347005 | STATE STREET CON |
| NATIONAL FUEL GAS CO | 4297 | 344018 | COM |
| HERSHEY CO | 1867 | 339814 | COM |
| BARRICK MNG CORP | 7789 | 339211 | COM SHS |
| ISHARES TR | 13229 | 339152 | IBONDS DEC 26 |
| ISHARES TR | 2257 | 336320 | ESG AWR MSCI USA |
| PLAINS ALL AMERN PIPELINE L | 18700 | 335852 | UNIT LTD PARTN |
| AMERICAN CENTY ETF TR | 2979 | 332993 | US EQT ETF |
| ISHARES TR | 13043 | 331162 | IBONDS DEC 27 |
| NUCOR CORP | 2030 | 331141 | COM |
| RPM INTL INC | 3180 | 330720 | COM |
| GOLDMAN SACHS GROUP INC | 375 | 329443 | COM |
| NEW YORK LIFE INVTS ACTIVE E | 15006 | 327506 | NYLI MACKAY CALI |
| EA SERIES TRUST | 10431 | 325244 | STRIVE INTL DEV |
| FIRST TR EXCHANGE-TRADED FD | 8503 | 322018 | NO AMER ENERGY |
| DIGITAL RLTY TR INC | 2079 | 321642 | COM |
| NATIONAL HEALTH INVS INC | 4208 | 321365 | COM |
| AGNC INVT CORP | 29955 | 321118 | COM |
| STRATEGY INC | 2107 | 320159 | CL A NEW |
| ISHARES TR | 12459 | 318639 | IBONDS DEC 28 |
| QUANTA SVCS INC | 742 | 313169 | COM |
| ISHARES TR | 3250 | 312878 | RUS MID CAP ETF |
| DIMENSIONAL ETF TRUST | 4425 | 308290 | US SMALL CAP ETF |
| CORTEVA INC | 4594 | 307963 | COM |
| HUNTINGTON BANCSHARES INC | 17428 | 302376 | COM |
| ISHARES TR | 3146 | 299153 | ESG AW MSCI EAFE |
| STARBUCKS CORP | 3509 | 295531 | COM |
| ISHARES TR | 2082 | 293853 | SELECT DIVID ETF |
| SCHWAB STRATEGIC TR | 8788 | 287807 | EMRG MKTEQ ETF |
| ONE LIBERTY PPTYS INC | 14016 | 284385 | COM |
| ISHARES TR | 5461 | 282723 | USD INV GRDE ETF |
| AMERICAN CENTY ETF TR | 4258 | 271535 | AVANTIS EMERGING |
| AMERICAN CENTY ETF TR | 6235 | 271410 | REAL ESTATE ETF |
| ILLINOIS TOOL WKS INC | 1099 | 270684 | COM |
| MICROCHIP TECHNOLOGY INC. | 4239 | 270109 | COM |
| OLD REP INTL CORP | 5859 | 267405 | COM |
| MGIC INVT CORP WIS | 9138 | 267012 | COM |
| STERLING INFRASTRUCTURE INC | 870 | 266420 | COM |
| UNILEVER PLC | 4068 | 266047 | SPON ADR NEW |
| LEGG MASON ETF INVT | 3197 | 263232 | CLEARBRIDGE LRG |
| COMCAST CORP NEW | 8634 | 258070 | CL A |
| TIMKEN CO | 3051 | 256681 | COM |
| KKR & CO INC | 2000 | 254960 | COM |
| ISHARES TR | 10447 | 253653 | IBONDS 27 ETF |
| EXELON CORP | 5801 | 252877 | COM |
| CHUBB LIMITED | 806 | 251569 | COM |
| WESTERN DIGITAL CORP | 1451 | 249964 | COM |
| NORTHERN TR CORP | 1821 | 248730 | COM |
| AMERIPRISE FINL INC | 506 | 248112 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 2855 | 245952 | COM SHS |
| ROYAL BK CDA | 1436 | 244824 | COM |
| REGENERON PHARMACEUTICALS | 317 | 244683 | COM |
| CANARY XRP ETF | 12546 | 244020 | SHS |
| VANGUARD INDEX FDS | 2729 | 241489 | REAL ESTATE ETF |
| ATMOS ENERGY CORP | 1420 | 238035 | COM |
| AMERICAN CENTY ETF TR | 2869 | 236176 | INTL EQT ETF |
| NUSHARES ETF TR | 5232 | 235702 | NUVEEN ESG LRGVL |
| GENERAL MTRS CO | 2895 | 235421 | COM |
| S&P GLOBAL INC | 448 | 234120 | COM |
| STRATEGY INC | 2953 | 232578 | SERIES A PERP PF |
| PROGRESSIVE CORP | 1012 | 230453 | COM |
| ISHARES TR | 6031 | 229480 | MSCI INTL VLU FT |
| UMB FINL CORP | 1986 | 228475 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 1016 | 226741 | COM |
| OMEROS CORP | 13200 | 226710 | COM |
| FIRST TR EXCHANGE TRADED FD | 1740 | 226361 | CLOUD COMPUTING |
| ISHARES TR | 5345 | 224127 | GLOBAL ENERG ETF |
| CLOROX CO DEL | 2212 | 223036 | COM |
| ISHARES TR | 4563 | 222446 | CORE 1 5 YR USD |
| BP PLC | 6401 | 222310 | SPONSORED ADR |
| ISHARES TR | 4429 | 221494 | CORE INTL AGGR |
| NEXTPOWER INC | 2539 | 221172 | CLASS A COM |
| SPROTT ASSET MANAGEMENT LP | 6658 | 219847 | PHYSICAL GOLD TR |
| GRAYSCALE BITCOIN TRUST ETF | 3213 | 219641 | SHS REP COM UT |
| FEDERAL AGRIC MTG CORP | 1238 | 217356 | CL C |
| KEYCORP | 10489 | 216493 | COM |
| ISHARES TR | 13091 | 215085 | GL CLEAN ENE ETF |
| INVESCO LTD | 8187 | 215072 | SHS |
| GLOBAL X FDS | 4486 | 214407 | US INFR DEV ETF |
| CVS HEALTH CORP | 2685 | 213074 | COM |
| TEXAS PACIFIC LAND CORPORATI | 738 | 211968 | COM |
| VANGUARD WORLD FD | 1019 | 211493 | MATERIALS ETF |
| FIRST TR EXCHANGE-TRADED FD | 4297 | 211198 | FT VEST S&P 500 |
| PEMBINA PIPELINE CORP | 5543 | 210967 | COM |
| EDWARDS LIFESCIENCES CORP | 2447 | 208607 | COM |
| XCEL ENERGY INC | 2819 | 208199 | COM |
| ISHARES TR | 1731 | 208032 | CORE S&P SCP ETF |
| DIMENSIONAL ETF TRUST | 3479 | 207140 | US TARGETED VLU |
| BECTON DICKINSON & CO | 1062 | 206102 | COM |
| INNOVATOR ETFS TRUST | 4429 | 205638 | US EQTY PWR BUF |
| FIRST TR EXCHANGE TRADED FD | 3260 | 205118 | DORSEY WRT 5 ETF |
| INNOVATOR ETFS TRUST | 5672 | 205100 | INTRNL DEV JAN |
| MCCORMICK & CO INC | 3004 | 204602 | COM NON VTG |
| SHELL PLC | 2762 | 202966 | SPON ADS |
| ISHARES TR | 7977 | 202855 | IBONDS DEC 2029 |
| CAPITAL GROUP INTL FOCUS EQT | 6844 | 202240 | SHS CREATION UNI |
| ISHARES TR | 8711 | 201006 | IBONDS DEC 2032 |
| AES CORP | 13391 | 192027 | COM |
| SMITH & WESSON BRANDS INC | 16631 | 164148 | COM |
| DNP SELECT INCOME FD INC | 11239 | 112273 | COM |
| DAKOTA GOLD CORP | 13600 | 77248 | COM |
| ORGANOGENESIS HLDGS INC | 10324 | 53478 | COM |
| TELEFONICA S A | 10563 | 42780 | SPONSORED ADR |
| PLUG POWER INC | 18062 | 35582 | COM NEW |
| HIGH TIDE INC | 12755 | 33801 | COM NEW |
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