AXXCESS WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 19, 2026, for the 2025 Q4 period, AXXCESS WEALTH MANAGEMENT, LLC held in its portfolio 500 assets valued at $5,778,051,473 (i.e. $5.78B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($333.28M), ISHARES TR ($191.44M), and SPDR SERIES TRUST ($140.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
AXXCESS WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 1058705 | 333280486 | LARGE CAP ETF |
| ISHARES TR | 1916664 | 191436397 | CORE US AGGBD ET |
| SPDR SERIES TRUST | 2408025 | 140142628 | STATE STREET SPD |
| MICROSOFT CORP | 242458 | 116397875 | COM |
| NVIDIA CORPORATION | 600270 | 111578323 | COM |
| ISHARES TR | 1304921 | 107629911 | CORE MSCI INTL |
| J P MORGAN EXCHANGE TRADED F | 1925152 | 97393410 | ULTRA SHRT ETF |
| SPDR INDEX SHS FDS | 2054436 | 91237513 | PORTFOLIO DEVLPD |
| AMAZON COM INC | 346718 | 79561846 | COM |
| VANGUARD INDEX FDS | 263042 | 76339950 | MID CAP ETF |
| VANGUARD INDEX FDS | 114824 | 72010009 | S&P 500 ETF SHS |
| ISHARES TR | 1049797 | 69286611 | CORE S&P MCP ETF |
| INVESCO ACTIVELY MANAGED EXC | 1352189 | 67947476 | ULTRA SHRT DUR |
| ISHARES TR | 651213 | 65368723 | 0-3 MNTH TREASRY |
| BROADCOM INC | 183452 | 63492205 | COM |
| ISHARES GOLD TR | 776549 | 63032454 | ISHARES NEW |
| ALPHABET INC | 204733 | 61717088 | CAP STK CL A |
| INVESCO EXCH TRADED FD TR II | 897822 | 61455889 | PURBTA MSCI US |
| VANGUARD SCOTTSDALE FDS | 772526 | 59978906 | TOTAL CORP BND |
| PACER FDS TR | 968064 | 58248423 | US CASH COWS 100 |
| ISHARES TR | 470802 | 56580955 | CORE S&P SCP ETF |
| INVESCO EXCHANGE TRADED FD T | 337760 | 52903310 | AEROSPACE DEFN |
| FIRST TR EXCHANGE TRADED FD | 729589 | 52129120 | NASDAQ CYB ETF |
| ISHARES TR | 998661 | 50392409 | TRS FLT RT BD |
| WISDOMTREE TR | 1157125 | 50381224 | DYNAMIC INTL EQT |
| GLOBAL X FDS | 1027225 | 49091075 | US INFR DEV ETF |
| JPMORGAN CHASE & CO. | 145324 | 46825813 | COM |
| ISHARES TR | 65731 | 45022080 | CORE S&P500 ETF |
| META PLATFORMS INC | 63714 | 42057144 | CL A |
| VANGUARD INTL EQUITY INDEX F | 772033 | 41504478 | FTSE EMR MKT ETF |
| ISHARES TR | 206326 | 41199176 | U.S. TECH ETF |
| VANGUARD INDEX FDS | 159426 | 41123817 | SMALL CP ETF |
| INVESCO EXCH TRADED FD TR II | 334486 | 38298660 | S&P 500 REVENUE |
| ISHARES TR | 1020061 | 38145202 | BROAD USD HIGH |
| GOLDMAN SACHS ETF TR | 274189 | 36294451 | ACTIVEBETA US LG |
| ALPHABET INC | 119458 | 35329658 | CAP STK CL C |
| INVESCO EXCH TRADED FD TR II | 138874 | 35123912 | NASDAQ 100 ETF |
| SPDR S&P 500 ETF TR | 59475 | 34114933 | TR UNIT |
| TESLA INC | 76609 | 33421103 | COM |
| INVESCO QQQ TR | 52774 | 32420018 | UNIT SER 1 |
| SPDR INDEX SHS FDS | 689445 | 32272916 | PORTFOLIO EMG MK |
| WALMART INC | 276985 | 30859026 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 704003 | 30722692 | SHS CREATION UNI |
| VANGUARD TAX-MANAGED FDS | 478101 | 29866976 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 87962 | 29491110 | TOTAL STK MKT |
| INVESCO EXCHANGE TRADED FD T | 140493 | 26912948 | S&P500 EQL WGT |
| NETFLIX INC | 257188 | 24113992 | COM |
| SELECT SECTOR SPDR TR | 163667 | 23563086 | STATE STREET TEC |
| ELI LILLY & CO | 22348 | 23520573 | COM |
| PROSHARES TR | 198096 | 22931593 | ULTRPRO S&P500 |
| FIRST TR EXCHNG TRADED FD VI | 800559 | 22823424 | FT VEST LADDERED |
| ISHARES TR | 210915 | 22591084 | NATIONAL MUN ETF |
| VISA INC | 61642 | 21618520 | COM CL A |
| VANGUARD BD INDEX FDS | 287153 | 21269414 | TOTAL BND MRKT |
| ISHARES TR | 235195 | 21040551 | CORE MSCI EAFE |
| PALANTIR TECHNOLOGIES INC | 118351 | 21004710 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 40008 | 20110290 | CL B NEW |
| INVESCO EXCH TRADED FD TR II | 166557 | 19873605 | S&P 500 MOMNTM |
| ISHARES TR | 203921 | 19582564 | MSCI EAFE ETF |
| CAPITAL GROUP GROWTH ETF | 439959 | 19565001 | SHS CREATION UNI |
| SPDR GOLD TR | 47162 | 18690774 | GOLD SHS |
| HOME DEPOT INC | 54113 | 18620099 | COM |
| SCHWAB STRATEGIC TR | 661823 | 18153815 | US DIVIDEND EQ |
| EXXON MOBIL CORP | 150647 | 18128972 | COM |
| JOHNSON & JOHNSON | 86912 | 17986288 | COM |
| ABBOTT LABS | 140663 | 17623714 | COM |
| ABBVIE INC | 75224 | 17187931 | COM |
| VANGUARD SCOTTSDALE FDS | 282251 | 16576603 | SHORT TERM TREAS |
| J P MORGAN EXCHANGE TRADED F | 323330 | 16470424 | ULTRA SHT MUNCPL |
| AMERICAN CENTY ETF TR | 389351 | 16322780 | AVANTIS CORE FI |
| THERMO FISHER SCIENTIFIC INC | 26895 | 15583695 | COM |
| VANGUARD WORLD FD | 20031 | 15098759 | INF TECH ETF |
| COSTCO WHSL CORP NEW | 17439 | 15037978 | COM |
| ISHARES INC | 198760 | 14445880 | MSCI EMRG CHN |
| DIMENSIONAL ETF TRUST | 194503 | 14426275 | US EQUITY MARKET |
| VANGUARD WORLD FD | 34710 | 14327116 | MEGA GRWTH IND |
| MORGAN STANLEY | 78762 | 13982544 | COM NEW |
| INTERNATIONAL BUSINESS MACHS | 47159 | 13968872 | COM |
| WISDOMTREE TR | 274543 | 13815000 | FLOATNG RAT TREA |
| VANECK ETF TRUST | 255648 | 13500768 | CLO ETF |
| AMERICAN CENTY ETF TR | 119670 | 13376796 | US EQT ETF |
| ISHARES TR | 28128 | 13312829 | RUS 1000 GRW ETF |
| GOLDMAN SACHS GROUP INC | 14904 | 13100704 | COM |
| CITY HLDG CO | 108304 | 12909784 | COM |
| CATERPILLAR INC | 22420 | 12843797 | COM |
| BANK AMERICA CORP | 233354 | 12834450 | COM |
| CISCO SYS INC | 165772 | 12769379 | COM |
| PROCTER AND GAMBLE CO | 88239 | 12645536 | COM |
| VANGUARD SCOTTSDALE FDS | 157872 | 12587054 | SHRT TRM CORP BD |
| ISHARES INC | 184759 | 12419498 | CORE MSCI EMKT |
| ISHARES U S ETF TR | 238596 | 12192280 | SHORT DURATION B |
| COCA COLA CO | 173484 | 12128237 | COM |
| ISHARES TR | 124264 | 11962895 | RUS MID CAP ETF |
| TWO RDS SHARED TR | 1254687 | 11806603 | ANFIELD UNVL ETF |
| TERAWULF INC | 1000000 | 11490000 | COM |
| ISHARES TR | 95397 | 11385587 | 3 7 YR TREAS BD |
| VANGUARD WORLD FD | 39547 | 11383644 | HEALTH CAR ETF |
| RTX CORPORATION | 61711 | 11317851 | COM |
| ISHARES TR | 195887 | 11255667 | CALIF MUN BD ETF |
| WISDOMTREE TR | 119111 | 11113069 | WISDOMTREE US VA |
| ISHARES BITCOIN TRUST ETF | 222973 | 11070599 | SHS BEN INT |
| VANGUARD INDEX FDS | 57558 | 10993046 | VALUE ETF |
| VANGUARD WHITEHALL FDS | 76550 | 10986295 | HIGH DIV YLD |
| DIMENSIONAL ETF TRUST | 276967 | 10965112 | US CORE EQUITY 2 |
| J P MORGAN EXCHANGE TRADED F | 200500 | 10841038 | ACTIVE BOND ETF |
| FIRST TR EXCHANGE TRAD FD VI | 464568 | 10791921 | FST TR GLB FD |
| CHEVRON CORP NEW | 70394 | 10728671 | COM |
| INVESCO ACTIVELY MANAGED EXC | 224498 | 10645717 | TOTAL RETURN |
| FIRST TR EXCHANGE-TRADED FD | 205922 | 10294027 | FST LOW OPPT EFT |
| DIMENSIONAL ETF TRUST | 206028 | 10280800 | INTERNATNAL VAL |
| PROSHARES TR | 284174 | 10238789 | SHORT S&P 500 NE |
| FIRST TR EXCHANGE-TRADED FD | 266183 | 10200149 | SMID RISNG ETF |
| VERIZON COMMUNICATIONS INC | 243079 | 9900590 | COM |
| FIDELITY MERRIMACK STR TR | 209965 | 9666784 | TOTAL BD ETF |
| PEPSICO INC | 67259 | 9652837 | COM |
| ISHARES TR | 110547 | 9635262 | 20 YR TR BD ETF |
| MASTERCARD INCORPORATED | 16626 | 9491633 | CL A |
| ALLSPRING EXCHANGE TRADED FU | 379394 | 9473468 | CORE PLUS ETF |
| ADVANCED MICRO DEVICES INC | 43734 | 9366074 | COM |
| DIMENSIONAL ETF TRUST | 134359 | 9360805 | US SMALL CAP ETF |
| BLACKSTONE INC | 60288 | 9292843 | COM |
| NEXTERA ENERGY INC | 115494 | 9271916 | COM |
| AUTOMATIC DATA PROCESSING IN | 35790 | 9206119 | COM |
| DIMENSIONAL ETF TRUST | 240475 | 9164508 | INTL CORE EQT MK |
| ISHARES TR | 166397 | 9103580 | MSCI EMG MKT ETF |
| CUMMINS INC | 17493 | 8929466 | COM |
| PROSHARES TR | 153762 | 8905895 | PSHS ULT S&P 500 |
| FIRST TR EXCHNG TRADED FD VI | 352225 | 8865497 | SMITH UNCONSTRAI |
| ISHARES TR | 31492 | 8721348 | RUS TP200 GR ETF |
| ABRDN PRECIOUS METALS BASKET | 42215 | 8679404 | PHYSCL PRECS MET |
| PIMCO ETF TR | 172025 | 8675222 | SHTRM MUN BD ACT |
| ISHARES TR | 58080 | 8652775 | ESG AWR MSCI USA |
| ISHARES TR | 35096 | 8639282 | RUSSELL 2000 ETF |
| AMPHENOL CORP NEW | 63094 | 8526482 | CL A |
| J P MORGAN EXCHANGE TRADED F | 148621 | 8507092 | EQUITY PREMIUM |
| INVESCO EXCHANGE TRADED FD T | 61102 | 8460204 | S&P MDCP MOMNTUM |
| INVESCO EXCH TRADED FD TR II | 208182 | 8364107 | 500 QVM MULTI |
| FIRST TR EXCHNG TRADED FD VI | 185609 | 8226194 | SMITH OPPORT FXD |
| TAIWAN SEMICONDUCTOR MFG LTD | 27280 | 8153956 | SPONSORED ADS |
| LITMAN GREGORY FDS TR | 290158 | 8141826 | IMGP DBI MANAGED |
| ANGEL OAK FUNDS TRUST | 388632 | 8093460 | INCOME ETF |
| VANECK ETF TRUST | 157803 | 7995124 | AA BB CLO ETF |
| LINDE PLC | 18707 | 7976319 | SHS |
| J P MORGAN EXCHANGE TRADED F | 170086 | 7873264 | INCOME ETF |
| FIRST TR EXCHANGE-TRADED FD | 55214 | 7847570 | NASDAQ-100 SEL |
| VANGUARD INDEX FDS | 16052 | 7831359 | GROWTH ETF |
| ACCENTURE PLC IRELAND | 28780 | 7721603 | SHS CLASS A |
| FIRST TR EXCHANGE-TRADED FD | 453243 | 7709666 | WCM INTL EQUITY |
| ARCH CAP GROUP LTD | 80337 | 7705925 | ORD |
| APPLIED MATLS INC | 29968 | 7701539 | COM |
| DISNEY WALT CO | 67442 | 7672942 | COM |
| ISHARES TR | 142098 | 7514155 | ISHS 1-5YR INVS |
| QUALCOMM INC | 43186 | 7386967 | COM |
| MCDONALDS CORP | 24101 | 7365919 | COM |
| SELECT SECTOR SPDR TR | 62227 | 7325368 | STATE STREET COM |
| AMERICAN CENTY ETF TR | 95138 | 7208665 | US LARGE CAP VLU |
| BROADRIDGE FINL SOLUTIONS IN | 32247 | 7196658 | COM |
| WELLS FARGO CO NEW | 76904 | 7167385 | COM |
| PIMCO ETF TR | 76766 | 7145402 | ACTIVE BD ETF |
| EVERCORE INC | 20642 | 7023327 | CLASS A |
| SELECT SECTOR SPDR TR | 69581 | 6998650 | STATE STREET CON |
| ROPER TECHNOLOGIES INC | 15714 | 6994927 | COM |
| MERCK & CO INC | 66373 | 6888649 | COM |
| CITIGROUP INC | 58799 | 6861211 | COM NEW |
| HANCOCK JOHN PREM DIVID FD | 540241 | 6861067 | COM SH BEN INT |
| FIRST TR EXCHANGE TRADED FD | 94154 | 6540893 | RISNG DIVD ACHIV |
| ISHARES TR | 80126 | 6460562 | IBOXX HI YD ETF |
| HONEYWELL INTL INC | 33003 | 6438556 | COM |
| EMERSON ELEC CO | 48233 | 6401509 | COM |
| EATON CORP PLC | 19988 | 6366525 | SHS |
| UNITEDHEALTH GROUP INC | 18902 | 6240059 | COM |
| ARK ETF TR | 80904 | 6223135 | INNOVATION ETF |
| GE AEROSPACE | 20023 | 6167736 | COM NEW |
| SELECT SECTOR SPDR TR | 112515 | 6162414 | STATE STREET FIN |
| INTUIT | 9065 | 6004866 | COM |
| ISHARES U S ETF TR | 68310 | 5888295 | IT RT HDG HGYL |
| UNION PAC CORP | 25348 | 5863316 | COM |
| INNOVATOR ETFS TRUST | 173873 | 5826484 | DEFINED WLT SHLD |
| VANECK ETF TRUST | 55898 | 5788847 | MRNGSTR WDE MOAT |
| VANGUARD STAR FDS | 76545 | 5774581 | VG TL INTL STK F |
| CENCORA INC | 16721 | 5647516 | COM |
| APPLOVIN CORP | 8364 | 5635831 | COM CL A |
| AMERICAN CENTY ETF TR | 73039 | 5625464 | AVANTIS EMGMKT |
| LAM RESEARCH CORP | 32807 | 5615971 | COM NEW |
| ISHARES SILVER TR | 86633 | 5580898 | ISHARES |
| ISHARES TR | 116400 | 5569717 | ESG AWR US AGRGT |
| AMERICAN CENTY ETF TR | 54291 | 5536593 | US SML CP VALU |
| FIRST TR EXCHANGE-TRADED FD | 119695 | 5515546 | SHS |
| SERIES PORTFOLIOS TR | 181494 | 5324077 | EQUABLE SHARES H |
| DIMENSIONAL ETF TRUST | 88898 | 5292961 | US TARGETED VLU |
| BERKSHIRE HATHAWAY INC DEL | 7 | 5283600 | CL A |
| AMERICAN CENTY ETF TR | 64121 | 5278448 | INTL EQT ETF |
| PHILIP MORRIS INTL INC | 32811 | 5262772 | COM |
| AMERICAN CENTY ETF TR | 111626 | 5255897 | AVANTIS SHFXDINC |
| VANGUARD WORLD FD | 43413 | 5251236 | ESG US STK ETF |
| INTUITIVE SURGICAL INC | 9252 | 5239770 | COM NEW |
| PFIZER INC | 210175 | 5233343 | COM |
| DIMENSIONAL ETF TRUST | 136772 | 5201439 | US HIGH PROFITAB |
| FIRST TR EXCHNG TRADED FD VI | 271256 | 5195985 | LOW DUR STRTGC |
| J P MORGAN EXCHANGE TRADED F | 88947 | 5169577 | NASDAQ EQT PREM |
| VANGUARD ADMIRAL FDS INC | 46013 | 5105582 | SMLLCP 600 IDX |
| VANGUARD SPECIALIZED FUNDS | 23071 | 5070589 | DIV APP ETF |
| SCHWAB STRATEGIC TR | 187363 | 5041934 | US LRG CAP ETF |
| LOWES COS INC | 20760 | 5006519 | COM |
| COMCAST CORP NEW | 167140 | 4995802 | CL A |
| INVESCO EXCH TRADED FD TR II | 193369 | 4990854 | RAFI EMRGNG MRKT |
| INVESCO EXCHANGE TRADED FD T | 74345 | 4986664 | GBL LISTED PVT |
| AMERICAN ELEC PWR CO INC | 42736 | 4927886 | COM |
| SELECT SECTOR SPDR TR | 31684 | 4904568 | STATE STREET HEA |
| ETF SER SOLUTIONS | 81591 | 4805712 | DISTILLATE US |
| SELECT SECTOR SPDR TR | 105753 | 4728226 | STATE STREET ENE |
| VANGUARD INTL EQUITY INDEX F | 64262 | 4727097 | ALLWRLD EX US |
| VANGUARD MUN BD FDS | 93889 | 4721665 | TAX EXEMPT BD |
| ZACKS TRUST | 135741 | 4718357 | EARNGS CONSTANT |
| HARTFORD FDS EXCHANGE TRADED | 244475 | 4681681 | SCHRDRS TAX BD |
| ISHARES TR | 56182 | 4653001 | 1 3 YR TREAS BD |
| SSGA ACTIVE TR | 74372 | 4634100 | STATE STREET US |
| MICRON TECHNOLOGY INC | 16213 | 4627382 | COM |
| AMGEN INC | 14109 | 4618243 | COM |
| SCHWAB STRATEGIC TR | 175459 | 4602280 | US BRD MKT ETF |
| CAPITAL GROUP GBL GROWTH EQT | 131499 | 4556426 | SHS CREATION UNI |
| CONOCOPHILLIPS | 47345 | 4431948 | COM |
| J P MORGAN EXCHANGE TRADED F | 87707 | 4429204 | MUNICIPAL ETF |
| TRUIST FINL CORP | 89579 | 4408209 | COM |
| BOEING CO | 20264 | 4399719 | COM |
| GE VERNOVA INC | 6654 | 4349123 | COM |
| ISHARES TR | 104753 | 4332593 | HDG MSCI EAFE |
| INVESCO EXCH TRD SLF IDX FD | 70640 | 4318221 | RUSL 1000 DYNM |
| BRISTOL-MYERS SQUIBB CO | 79944 | 4312172 | COM |
| BLACKROCK INC | 4017 | 4299723 | COM |
| ISHARES TR | 50472 | 4271950 | CORE MSCI TOTAL |
| SCHWAB STRATEGIC TR | 176122 | 4233977 | INTL EQTY ETF |
| ALLSTATE CORP | 20166 | 4197552 | COM |
| INVESCO EXCHANGE TRADED FD T | 34943 | 4193538 | S&P MIDCAP 400 |
| DUKE ENERGY CORP NEW | 35582 | 4170566 | COM NEW |
| LOCKHEED MARTIN CORP | 8550 | 4135222 | COM |
| TCW ETF TRUST | 104291 | 4129923 | FLEXIBLE INCOME |
| ISHARES TR | 20741 | 4119520 | MSCI USA QLT FCT |
| VERTIV HOLDINGS CO | 25153 | 4075044 | COM CL A |
| VANGUARD WORLD FD | 10268 | 4045131 | CONSUM DIS ETF |
| CINTAS CORP | 21388 | 4022458 | COM |
| DIMENSIONAL ETF TRUST | 85659 | 4008858 | US CORE EQT MKT |
| CARDINAL HEALTH INC | 19250 | 3955875 | COM |
| ANALOG DEVICES INC | 14493 | 3930477 | COM |
| ISHARES TR | 41259 | 3923319 | ESG AW MSCI EAFE |
| INNOVATOR ETFS TRUST | 90741 | 3900391 | US EQTY PWR BUF |
| DIMENSIONAL ETF TRUST | 117039 | 3830703 | WORLD EX US CORE |
| VANECK ETF TRUST | 80754 | 3808359 | INTRMDT MUNI ETF |
| SSGA ACTIVE TR | 146772 | 3802871 | STATE STREET FIX |
| AT&T INC | 151033 | 3751661 | COM |
| FIRST TR EXCHANGE TRADED FD | 38145 | 3750447 | RBA INDL ETF |
| FIDELITY COMWLTH TR | 40792 | 3728389 | NASDAQ COMPSIT |
| DEERE & CO | 7906 | 3680765 | COM |
| LUMENTUM HLDGS INC | 9955 | 3669313 | COM |
| VANECK ETF TRUST | 42472 | 3642840 | GOLD MINERS ETF |
| GOLDMAN SACHS ETF TR | 36273 | 3625168 | ACCES TREASURY |
| NORFOLK SOUTHN CORP | 12520 | 3614678 | COM |
| SELECT SECTOR SPDR TR | 23236 | 3604310 | STATE STREET IND |
| ASML HOLDING N V | 3364 | 3598190 | N Y REGISTRY SHS |
| VANGUARD ADMIRAL FDS INC | 32084 | 3586991 | MIDCP 400 IDX |
| PACER FDS TR | 84023 | 3569290 | METAURUS CAP 400 |
| ISHARES TR | 36833 | 3547003 | US HOME CONS ETF |
| DIMENSIONAL ETF TRUST | 102585 | 3535068 | INTL CORE EQUITY |
| AIRBNB INC | 26038 | 3533904 | COM CL A |
| NEW YORK LIFE INVESTMENTS ET | 105336 | 3529821 | NYLI HEDGE MULTI |
| DANAHER CORPORATION | 15393 | 3523871 | COM |
| WASTE MGMT INC DEL | 16011 | 3517671 | COM |
| FIDELITY COVINGTON TRUST | 71105 | 3507610 | ENHANCED HIGH YI |
| HOWMET AEROSPACE INC | 17084 | 3502559 | COM |
| CSX CORP | 94917 | 3440722 | COM |
| VANGUARD INDEX FDS | 38594 | 3415178 | REAL ESTATE ETF |
| CAPITAL GROUP INTL FOCUS EQT | 114636 | 3387494 | SHS CREATION UNI |
| GOLDMAN SACHS PHYSICAL GOLD | 78856 | 3355330 | UNIT |
| ISHARES TR | 32770 | 3355320 | 0-5 YR TIPS ETF |
| ISHARES TR | 15651 | 3292025 | RUS 1000 VAL ETF |
| COLGATE PALMOLIVE CO | 41523 | 3281205 | COM |
| CAPITAL ONE FINL CORP | 13533 | 3279884 | COM |
| TEXAS INSTRS INC | 18759 | 3254519 | COM |
| MARSH & MCLENNAN COS INC | 17500 | 3246524 | COM |
| UNITED BANKSHARES INC WEST V | 83567 | 3208990 | COM |
| INTEL CORP | 86715 | 3199794 | COM |
| SSGA ACTIVE ETF TR | 79327 | 3192922 | STATE STREET DOU |
| DOMINION ENERGY INC | 54311 | 3182135 | COM |
| FIRST TR EXCHANGE-TRADED FD | 34332 | 3176096 | CAP STRENGTH ETF |
| ISHARES TR | 61962 | 3151387 | FLTG RATE NT ETF |
| SPROTT FDS TR | 57398 | 3150576 | URANIUM MINERS E |
| PROSHARES TR | 30250 | 3148093 | S&P 500 DV ARIST |
| ILLINOIS TOOL WKS INC | 12703 | 3128850 | COM |
| MARRIOTT INTL INC NEW | 10069 | 3123847 | CL A |
| ISHARES TR | 49613 | 3083419 | U.S. MED DVC ETF |
| VANGUARD SCOTTSDALE FDS | 36110 | 3024212 | INT-TERM CORP |
| GENERAL DYNAMICS CORP | 8972 | 3020501 | COM |
| ISHARES TR | 31966 | 3009929 | MSCI USA MIN VOL |
| AMERICAN CENTY ETF TR | 51550 | 3005907 | EMERGING MKT VAL |
| TJX COS INC NEW | 19467 | 2990316 | COM |
| NEBIUS GROUP N.V. | 35278 | 2952946 | SHS CLASS A |
| J P MORGAN EXCHANGE TRADED F | 45017 | 2898194 | SMALL & MID CAP |
| INVESCO EXCH TRADED FD TR II | 60343 | 2896480 | S&P500 HDL VOL |
| STRYKER CORPORATION | 8194 | 2880071 | COM |
| DIMENSIONAL ETF TRUST | 86823 | 2872098 | EMERGING MKTS CO |
| BANK NEW YORK MELLON CORP | 24737 | 2871736 | COM |
| ISHARES TR | 30509 | 2864490 | U.S. REAL ES ETF |
| HARBOR ETF TRUST | 113751 | 2823302 | HARBOR COMMODITY |
| FLEXSHARES TR | 69096 | 2814606 | HIG YLD VL ETF |
| INNOVATOR ETFS TRUST | 104903 | 2810894 | EQUITY DEFINED P |
| VANGUARD MALVERN FDS | 35884 | 2795184 | CORE BD ETF |
| UBER TECHNOLOGIES INC | 34204 | 2794809 | COM |
| HCI GROUP INC | 14526 | 2784489 | COM |
| TIDAL TRUST I | 120317 | 2713154 | UNLIMITED HFND |
| HEICO CORP NEW | 8358 | 2704565 | COM |
| BOSTON SCIENTIFIC CORP | 28347 | 2702886 | COM |
| AMERICAN CENTY ETF TR | 61803 | 2690283 | REAL ESTATE ETF |
| INVESCO ACTIVELY MANAGED EXC | 104868 | 2679380 | AAA CLO FLTNG RT |
| T ROWE PRICE ETF INC | 59555 | 2678188 | PRICE DIV GRWT |
| ROBINHOOD MKTS INC | 23654 | 2675267 | COM CL A |
| APOLLO GLOBAL MGMT INC | 18402 | 2663827 | COM |
| ALTRIA GROUP INC | 45764 | 2638779 | COM |
| EOG RES INC | 24996 | 2624882 | COM |
| GUESS INC | 156238 | 2616987 | COM |
| TE CONNECTIVITY PLC | 11494 | 2615057 | ORD SHS |
| AMERICAN EXPRESS CO | 7047 | 2606912 | COM |
| GLOBAL X FDS | 36294 | 2605546 | GLOBAL X COPPER |
| GRAYSCALE BITCOIN MINI TR ET | 66488 | 2575080 | SHS NEW |
| INTERCONTINENTAL EXCHANGE IN | 15807 | 2560024 | COM |
| FIRST TR EXCHANGE-TRADED FD | 60333 | 2525531 | FIRST TR TA HIYL |
| SCHWAB CHARLES CORP | 25131 | 2510845 | COM |
| GLOBAL X FDS | 49208 | 2502706 | ARTIFICIAL ETF |
| FIRST TR EXCH TRADED FD III | 35242 | 2501852 | LNG/SHT EQUITY |
| ISHARES TR | 35744 | 2481364 | CORE DIV GRWTH |
| AMERICAN CENTY ETF TR | 53554 | 2476324 | CORE MUNI FXD IN |
| L3HARRIS TECHNOLOGIES INC | 8418 | 2471110 | COM |
| ISHARES U S ETF TR | 48687 | 2449917 | SHORT MATURITY M |
| FIRST CTZNS BANCSHARES INC D | 1136 | 2439047 | CL A |
| ISHARES TR | 17198 | 2427347 | SELECT DIVID ETF |
| SALESFORCE INC | 9025 | 2390617 | COM |
| DOW INC | 102241 | 2390389 | COM |
| INVESCO ACTVELY MNGD ETC FD | 180084 | 2386110 | OPTIMUM YIELD |
| DYCOM INDS INC | 6901 | 2331848 | COM |
| PALO ALTO NETWORKS INC | 12656 | 2331235 | COM |
| AON PLC | 6580 | 2322003 | SHS CL A |
| MONDELEZ INTL INC | 42896 | 2309079 | CL A |
| AMERICAN CENTY ETF TR | 26819 | 2304020 | AVANTIS ALL EQT |
| MEDPACE HLDGS INC | 4063 | 2281984 | COM |
| CROWDSTRIKE HLDGS INC | 4846 | 2271610 | CL A |
| PACER FDS TR | 35449 | 2270863 | DATA & DIGI REVO |
| INNOVATOR ETFS TRUST | 45192 | 2253273 | LADERD ALCTN PWR |
| DYNE THERAPEUTICS INC | 113818 | 2226280 | COM |
| PNC FINL SVCS GROUP INC | 10603 | 2213150 | COM |
| CONSTELLATION ENERGY CORP | 6264 | 2212787 | COM |
| SELECT SECTOR SPDR TR | 51782 | 2210597 | STATE STREET UTI |
| GOLDMAN SACHS ETF TR | 43705 | 2205786 | ULTRA SHORT BOND |
| PIMCO ETF TR | 21925 | 2199928 | ENHAN SHRT MA AC |
| ISHARES TR | 17900 | 2176822 | CORE HIGH DV ETF |
| BLACKROCK ETF TRUST II | 43085 | 2174064 | ISHARES SHORT-TE |
| WESTERN DIGITAL CORP | 12590 | 2168879 | COM |
| SYNOPSYS INC | 4581 | 2151754 | COM |
| ISHARES TR | 19482 | 2145893 | TRUST ISHARE 0-1 |
| NEWMONT CORP | 21409 | 2137783 | COM |
| JOHNSON CTLS INTL PLC | 17827 | 2134776 | SHS |
| THE ALGER ETF TRUST | 61895 | 2127963 | CONCENTRATED EQT |
| METLIFE INC | 26880 | 2121862 | COM |
| KINDER MORGAN INC DEL | 76571 | 2104943 | COM |
| SCHWAB STRATEGIC TR | 63988 | 2087300 | US LCAP GR ETF |
| CORTEVA INC | 31120 | 2086015 | COM |
| TALEN ENERGY CORP | 5472 | 2051124 | COM |
| ISHARES TR | 9552 | 2050616 | US AER DEF ETF |
| ZACKS TRUST | 77137 | 2045928 | QUALITY INTERNAT |
| WW GRAINGER INC | 2023 | 2041308 | COM |
| PIMCO ETF TR | 38927 | 2040186 | INTER MUN BD ACT |
| SHOPIFY INC | 12388 | 1994096 | CL A SUB VTG SHS |
| ASTRAZENECA PLC | 21658 | 1991067 | SPONSORED ADR |
| ISHARES TR | 13373 | 1988455 | CORE S&P TTL STK |
| FIRST TR EXCHANGE TRADED FD | 31302 | 1969528 | DORSEY WRT 5 ETF |
| ENBRIDGE INC | 40849 | 1953799 | COM |
| WILLIAMS COS INC | 32282 | 1940517 | COM |
| WORKDAY INC | 8973 | 1927221 | CL A |
| CENTERPOINT ENERGY INC | 50232 | 1925895 | COM |
| ISHARES TR | 4979 | 1859265 | RUS 1000 ETF |
| MARKEL GROUP INC | 864 | 1857297 | COM |
| RBB FUND TRUST | 40240 | 1852127 | FIRST EAGLE GBL |
| ZACKS TRUST | 49829 | 1843175 | SMALL/MID CAP |
| INVESCO EXCHANGE TRADED FD T | 30836 | 1827967 | S&P 500 TOP 50 |
| INVESCO EXCHANGE TRADED FD T | 25621 | 1803962 | WATER RES ETF |
| VANGUARD INDEX FDS | 10162 | 1802434 | MCAP VL IDXVIP |
| ISHARES TR | 14470 | 1783542 | S&P 500 GRWT ETF |
| GILEAD SCIENCES INC | 14526 | 1782962 | COM |
| SCHWAB STRATEGIC TR | 53779 | 1761267 | EMRG MKTEQ ETF |
| S&P GLOBAL INC | 3369 | 1760223 | COM |
| ROCKWELL AUTOMATION INC | 4484 | 1744347 | COM |
| HERSHEY CO | 9541 | 1736288 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 62593 | 1706285 | MANAGED FUTURES |
| DIREXION SHS ETF TR | 180665 | 1703671 | DLY S&P500 BR 1X |
| STRATEGY INC | 11202 | 1702144 | CL A NEW |
| ISHARES TR | 17876 | 1702134 | MBS ETF |
| ISHARES TR | 32244 | 1701896 | GLOBAL EQUITY |
| QUANTA SVCS INC | 4016 | 1694993 | COM |
| PRUDENTIAL FINL INC | 14780 | 1668340 | COM |
| DAVE INC | 7356 | 1628692 | CLASS A COM NEW |
| T-MOBILE US INC | 7942 | 1612529 | COM |
| BECTON DICKINSON & CO | 8272 | 1605200 | COM |
| NUCOR CORP | 9803 | 1598967 | COM |
| VANGUARD SCOTTSDALE FDS | 33626 | 1583119 | MTG-BKD SECS ETF |
| ISHARES TR | 34379 | 1580746 | ESG AWARE MSCI |
| AUTODESK INC | 5322 | 1575365 | COM |
| KKR & CO INC | 12237 | 1559928 | COM |
| J P MORGAN EXCHANGE TRADED F | 23468 | 1558983 | HEDGED EQUITY LA |
| RALPH LAUREN CORP | 4403 | 1556945 | CL A |
| SOUTHERN CO | 17848 | 1556339 | COM |
| COINBASE GLOBAL INC | 6772 | 1531420 | COM CL A |
| VALKYRIE ETF TRUST II | 40000 | 1530800 | COINSHARES BITCN |
| VANGUARD SCOTTSDALE FDS | 16525 | 1525257 | VNG RUS1000VAL |
| ISHARES TR | 4403 | 1510224 | S&P 100 ETF |
| ALIBABA GROUP HLDG LTD | 10276 | 1506256 | SPONSORED ADS |
| PIMCO CORPORATE & INCM STRG | 116913 | 1491810 | COM |
| FEDEX CORP | 5160 | 1490518 | COM |
| CHUBB LIMITED | 4762 | 1486316 | COM |
| VANGUARD WORLD FD | 7641 | 1479609 | COMM SRVC ETF |
| ISHARES TR | 22010 | 1477531 | MSCI ACWI EX US |
| ISHARES TR | 13754 | 1467551 | SHRT NAT MUN ETF |
| SPOTIFY TECHNOLOGY S A | 2508 | 1456421 | SHS |
| PHILLIPS 66 | 11285 | 1456203 | COM |
| MEDTRONIC PLC | 15132 | 1453563 | SHS |
| STARBUCKS CORP | 17133 | 1442754 | COM |
| PUTNAM ETF TRUST | 31604 | 1440207 | FOCUSED LAR CAP |
| ISHARES TR | 17996 | 1436787 | MRGSTR MD CP GRW |
| UNITED PARCEL SERVICE INC | 14474 | 1435637 | CL B |
| VISTRA CORP | 8898 | 1435515 | COM |
| ARISTA NETWORKS INC | 10853 | 1422069 | COM SHS |
| ALPS ETF TR | 30231 | 1421480 | ALERIAN MLP |
| SSGA ACTIVE ETF TR | 33973 | 1402077 | STATE STREET BLA |
| OREILLY AUTOMOTIVE INC | 15284 | 1394054 | COM |
| HUNTINGTON BANCSHARES INC | 80325 | 1393644 | COM |
| NORTHROP GRUMMAN CORP | 2440 | 1391379 | COM |
| HILTON WORLDWIDE HLDGS INC | 4809 | 1381242 | COM |
| MARATHON PETE CORP | 8490 | 1380824 | COM |
| BLACKROCK ETF TRUST II | 26144 | 1379600 | ISHARES FLEXIBLE |
| DIMENSIONAL ETF TRUST | 33194 | 1379377 | INFLATION PROTE |
| INVESCO EXCH TRADED FD TR II | 20952 | 1373325 | RAFI DVLPD MRKTS |
| VANGUARD INDEX FDS | 4545 | 1373020 | SML CP GRW ETF |
| NUVEEN NASDAQ 100 DYNAMIC OV | 48119 | 1372353 | COM SHS |
| VANECK ETF TRUST | 11014 | 1367939 | URANIUM AND NUCL |
| AMERICAN CENTY ETF TR | 14521 | 1364553 | INTL SMCP VLU |
| ISHARES TR | 14105 | 1356346 | 7-10 YR TRSY BD |
| EXCHANGE TRADED CONCEPTS TRU | 21043 | 1336231 | RANGE NUCLEAR RE |
| DOVER CORP | 6789 | 1325563 | COM |
| PROSHARES TR | 19305 | 1322393 | ULTRAPRO SHORT |
| NOVARTIS AG | 9557 | 1317479 | SPONSORED ADR |
| WABTEC | 6168 | 1316517 | COM |
| PROSHARES TR | 65068 | 1314374 | ULTRASHORT QQQ |
| VANGUARD MALVERN FDS | 26303 | 1300946 | STRM INFPROIDX |
| FREEPORT-MCMORAN INC | 25537 | 1296997 | CL B |
| INVESCO EXCH TRADED FD TR II | 46940 | 1287552 | S&P EMRNG MKTS |
| DTE ENERGY CO | 9796 | 1263386 | COM |
| FIDELITY COVINGTON TRUST | 17418 | 1258806 | VLU FACTOR ETF |
| VANGUARD SCOTTSDALE FDS | 22443 | 1252319 | LONG TERM TREAS |
| JANUS DETROIT STR TR | 24582 | 1243332 | HENDRSON AAA CL |
| DIMENSIONAL ETF TRUST | 37590 | 1238223 | INTL SMALL CAP E |
| T ROWE PRICE ETF INC | 32330 | 1235653 | CAP APPRECIATION |
| ROBLOX CORP | 15238 | 1234735 | CL A |
| SPDR DOW JONES INDL AVERAGE | 2562 | 1230910 | UT SER 1 |
| MARTIN MARIETTA MATLS INC | 1970 | 1226640 | COM |
| PROLOGIS INC. | 9462 | 1207933 | COM |
| DIMENSIONAL ETF TRUST | 36698 | 1206997 | US SMALL CAP VAL |
| OKLO INC | 16810 | 1206286 | COM CL A |
| CAPITAL GROUP INTERNATIONAL | 34441 | 1199236 | SHS |
| SEA LTD | 9225 | 1176833 | SPONSORD ADS |
| PARKER-HANNIFIN CORP | 1331 | 1169896 | COM |
| IDEXX LABS INC | 1707 | 1154836 | COM |
| MOTORCAR PTS AMER INC | 93443 | 1153087 | COM |
| AFLAC INC | 10433 | 1150477 | COM |
| INNOVATOR ETFS TRUST | 29251 | 1150440 | US EQTY ULTRA B |
| ISHARES TR | 6809 | 1143423 | CORE S&P US GWT |
| THE ALGER ETF TRUST | 31664 | 1143370 | AI ENABLERS ADOP |
| QXO INC | 58837 | 1134966 | COM NEW |
| FORD MTR CO | 86346 | 1132853 | COM |
| ADOBE INC | 3224 | 1128367 | COM |
| RIVIAN AUTOMOTIVE INC | 57096 | 1125363 | COM CL A |
| SPDR S&P MIDCAP 400 ETF TR | 1862 | 1123405 | UTSER1 S&PDCRP |
| KLA CORP | 916 | 1113016 | COM NEW |
| ARCELORMITTAL SA LUXEMBOURG | 24376 | 1110834 | NY REGISTRY SH |
| ISHARES TR | 7399 | 1096263 | US INDUSTRIALS |
| EMCOR GROUP INC | 1779 | 1088421 | COM |
| QNITY ELECTRONICS INC | 13287 | 1084862 | COMMON STOCK |
| WISDOMTREE TR | 11981 | 1071442 | US QTLY DIV GRT |
| DIMENSIONAL ETF TRUST | 19699 | 1068428 | GLOBAL CR ETF |
| ASTERA LABS INC | 6387 | 1062541 | COM |
| CALAMOS ETF TR | 39673 | 1060859 | AUTOCALLABLE INC |
| MCKESSON CORP | 1289 | 1057415 | COM |
| DUPONT DE NEMOURS INC | 26262 | 1055729 | COM |
| J P MORGAN EXCHANGE TRADED F | 21611 | 1052444 | INTL BD OPP ETF |
| NEW YORK LIFE INVTS ACTIVE E | 43206 | 1051202 | NYLI MACKAY MUN |
| INMODE LTD | 71138 | 1045017 | SHS |
| GOLDMAN SACHS ETF TR | 20771 | 1044248 | ULTRA SHORT MUNI |
| PAYCHEX INC | 9118 | 1022844 | COM |
| VANECK ETF TRUST | 9885 | 1019847 | PHARMACEUTCL ETF |
| HEICO CORP NEW | 4022 | 1015274 | CL A |
| NORTHERN LTS FD TR III | 12985 | 1004584 | HCM DEFND 100 |
| PACER FDS TR | 28526 | 1004400 | US LRG CP CASH |
| VALERO ENERGY CORP | 6146 | 1000511 | COM |
| ISHARES TR | 3988 | 998354 | MSCI USA MMENTM |
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