Beaird Harris Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 23, 2026, for the 2025 Q4 period, Beaird Harris Wealth Management, LLC held in its portfolio 500 assets valued at $1,452,001,232 (i.e. $1.45B).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($153.67M), DIMENSIONAL ETF TRUST ($137.19M), and AMERICAN CENTY ETF TR ($100.72M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Beaird Harris Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3204807 | 153670481 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 3223364 | 137186382 | CORE FIXED INCOM |
| AMERICAN CENTY ETF TR | 1329332 | 100723473 | US LARGE CAP VLU |
| VANGUARD INDEX FDS | 146086 | 91615064 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 2048402 | 77900722 | US HIGH PROFITAB |
| AMERICAN CENTY ETF TR | 737326 | 75192470 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 1269014 | 59123377 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 1171961 | 58480838 | INTERNATNAL VAL |
| AMERICAN CENTY ETF TR | 661326 | 51993452 | AVANTIS US LARG |
| VANGUARD TAX-MANAGED FDS | 729098 | 45546749 | VAN FTSE DEV MKT |
| VANGUARD MUN BD FDS | 898253 | 45173167 | TAX EXEMPT BD |
| AMERICAN CENTY ETF TR | 582617 | 44873126 | AVANTIS EMGMKT |
| AMERICAN CENTY ETF TR | 437080 | 41072370 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 847860 | 40841414 | NATL MUN BD ETF |
| DIMENSIONAL ETF TRUST | 555086 | 38672834 | US SMALL CAP ETF |
| BITWISE BITCOIN ETF TR | 768789 | 36563627 | SHS BEN INT |
| DIMENSIONAL ETF TRUST | 496848 | 29582305 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 427954 | 23139486 | GLOBAL CORE PLUS |
| VANGUARD MALVERN FDS | 396529 | 19612348 | STRM INFPROIDX |
| ISHARES TR | 20736 | 14203084 | CORE S&P500 ETF |
| TESLA INC | 31223 | 14041745 | COM |
| VANGUARD INDEX FDS | 37460 | 12559191 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 521934 | 11952920 | US REAL ESTATE E |
| VANGUARD INTL EQUITY INDEX F | 75359 | 10801166 | FTSE SMCAP ETF |
| VANGUARD WELLINGTON FD | 101454 | 10305191 | SHORT TRM TAX EX |
| VANGUARD INTL EQUITY INDEX F | 132119 | 9718674 | ALLWRLD EX US |
| DIMENSIONAL ETF TRUST | 273550 | 8909524 | EMGR CRE EQT MNG |
| AMERICAN CENTY ETF TR | 186332 | 8615992 | CORE MUNI FXD IN |
| AMERICAN CENTY ETF TR | 120046 | 8550877 | INTERNATIONAL LR |
| APPLE INC | 26553 | 7218612 | COM |
| AMERICAN CENTY ETF TR | 120497 | 7077994 | AVANTIS US SMALL |
| SCHWAB STRATEGIC TR | 141393 | 6437624 | INTL SCEQT ETF |
| SPDR S&P 500 ETF TR | 8358 | 5699728 | TR UNIT |
| ISHARES TR | 133326 | 5530363 | INTERNATIONAL SL |
| SCHWAB STRATEGIC TR | 204462 | 5266942 | MUN BD ETF |
| VANGUARD BD INDEX FDS | 64681 | 5097531 | SHORT TRM BOND |
| FIDELITY WISE ORIGIN BITCOIN | 65789 | 5015111 | SHS |
| NVIDIA CORPORATION | 25167 | 4693703 | COM |
| PROSHARES TR II | 28783 | 4464794 | ULTRA SILVER NEW |
| ISHARES TR | 41078 | 4399895 | NATIONAL MUN ETF |
| DIMENSIONAL ETF TRUST | 53959 | 4002140 | US EQUITY MARKET |
| SPROTT ASSET MANAGEMENT LP | 167405 | 3959120 | PHYSICAL SILVER |
| ROBINHOOD MKTS INC | 31502 | 3562914 | COM CL A |
| AMERICAN CENTY ETF TR | 71891 | 3129416 | REAL ESTATE ETF |
| MICROSOFT CORP | 6313 | 3052893 | COM |
| SPROTT ASSET MANAGEMENT LP | 88930 | 2936480 | PHYSICAL GOLD TR |
| VANGUARD INDEX FDS | 12619 | 2672579 | SM CP VAL ETF |
| BRIGHT HORIZONS FAM SOL IN D | 24235 | 2457429 | COM |
| STRATEGY INC | 16134 | 2451623 | CL A NEW |
| SHERWIN WILLIAMS CO | 7493 | 2427920 | COM |
| VANGUARD INDEX FDS | 12519 | 2391062 | VALUE ETF |
| ONEOK INC NEW | 31633 | 2325046 | COM |
| VANGUARD BD INDEX FDS | 28147 | 2192080 | INTERMED TERM |
| VANGUARD INDEX FDS | 8202 | 2115606 | SMALL CP ETF |
| ISHARES TR | 18776 | 2003400 | SHRT NAT MUN ETF |
| ISHARES TR | 4197 | 1986399 | RUS 1000 GRW ETF |
| ISHARES TR | 38866 | 1976739 | FLTG RATE NT ETF |
| DIMENSIONAL ETF TRUST | 49566 | 1962318 | US CORE EQUITY 2 |
| ISHARES TR | 13250 | 1811647 | MSCI USA VALUE |
| EXXON MOBIL CORP | 14632 | 1760797 | COM |
| VANGUARD SCOTTSDALE FDS | 18261 | 1529359 | INT-TERM CORP |
| SPDR GOLD TR | 3843 | 1522831 | GOLD SHS |
| VANGUARD BD INDEX FDS | 20422 | 1512623 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 16982 | 1502735 | REAL ESTATE ETF |
| AMAZON COM INC | 6368 | 1469816 | COM |
| ALPHABET INC | 4684 | 1465947 | CAP STK CL A |
| VANGUARD SCOTTSDALE FDS | 22587 | 1326526 | SHORT TERM TREAS |
| WISDOMTREE TR | 16101 | 1304377 | INTL SMCAP DIV |
| VANGUARD ADMIRAL FDS INC | 5419 | 1109983 | 500 VAL IDX FD |
| TEXAS INSTRS INC | 6383 | 1107365 | COM |
| VANGUARD INDEX FDS | 3518 | 1021066 | MID CAP ETF |
| PALANTIR TECHNOLOGIES INC | 5714 | 1015603 | CL A |
| EA SERIES TRUST | 40599 | 945957 | EA BRIDGEWAY OMN |
| LISTED FDS TR | 1265 | 834790 | ROUNDHILL BALL |
| CHEVRON CORP NEW | 5134 | 782544 | COM |
| SCHWAB STRATEGIC TR | 32302 | 776541 | INTL EQTY ETF |
| VANGUARD INTL EQUITY INDEX F | 14225 | 764749 | FTSE EMR MKT ETF |
| SCHWAB STRATEGIC TR | 27922 | 751373 | US LRG CAP ETF |
| JPMORGAN CHASE & CO. | 2238 | 721129 | COM |
| ISHARES TR | 7444 | 714838 | MSCI EAFE ETF |
| ABBVIE INC | 3008 | 687361 | COM |
| ISHARES TR | 5868 | 667348 | SP SMCP600VL ETF |
| HOME DEPOT INC | 1907 | 656360 | COM |
| RTX CORPORATION | 3363 | 616775 | COM |
| VANGUARD INDEX FDS | 3464 | 614424 | MCAP VL IDXVIP |
| SPDR SERIES TRUST | 4393 | 556599 | STATE STREET SPD |
| TAIWAN SEMICONDUCTOR MFG LTD | 1773 | 538804 | SPONSORED ADS |
| GRAYSCALE BITCOIN TRUST ETF | 7861 | 537378 | SHS REP COM UT |
| ELI LILLY & CO | 497 | 534557 | COM |
| VANGUARD BD INDEX FDS | 10191 | 507920 | VANGUARD ULTRA |
| AMERICAN CENTY ETF TR | 12108 | 507604 | AVANTIS CORE FI |
| WALMART INC | 4537 | 505433 | COM |
| JOHNSON & JOHNSON | 2422 | 501325 | COM |
| ISHARES TR | 2505 | 500199 | U.S. TECH ETF |
| STRATEGY INC | 6336 | 499024 | SERIES A PERP PF |
| ISHARES TR | 6317 | 489742 | EAFE SML CP ETF |
| ISHARES TR | 9235 | 488346 | ISHS 1-5YR INVS |
| ATMOS ENERGY CORP | 2783 | 466524 | COM |
| COSTCO WHSL CORP NEW | 537 | 462658 | COM |
| VANGUARD ADMIRAL FDS INC | 4089 | 399725 | SMLCP 600 VAL |
| ISHARES TR | 5456 | 389611 | EAFE VALUE ETF |
| VANGUARD ADMIRAL FDS INC | 3202 | 388325 | SMLCP 600 GRTH |
| CATERPILLAR INC | 673 | 385542 | COM |
| ISHARES TR | 2428 | 382833 | MICRO-CAP ETF |
| AT&T INC | 15053 | 373925 | COM |
| MCKESSON CORP | 433 | 355186 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 588 | 354729 | UTSER1 S&PDCRP |
| AMGEN INC | 1079 | 353171 | COM |
| CHENIERE ENERGY INC | 1737 | 337728 | COM NEW |
| ACCENTURE PLC IRELAND | 1244 | 333766 | SHS CLASS A |
| VANGUARD ADMIRAL FDS INC | 2906 | 322450 | SMLLCP 600 IDX |
| INTERNATIONAL BUSINESS MACHS | 1078 | 319315 | COM |
| DIMENSIONAL ETF TRUST | 4288 | 317227 | WORLD EQUITY ETF |
| VANGUARD INDEX FDS | 650 | 317109 | GROWTH ETF |
| DIMENSIONAL ETF TRUST | 9583 | 315184 | US SMALL CAP VAL |
| J P MORGAN EXCHANGE TRADED F | 4075 | 305127 | INTRNL RES EQT |
| FORD MTR CO | 22055 | 289367 | COM |
| ISHARES TR | 2979 | 266502 | CORE MSCI EAFE |
| ONDAS HLDGS INC | 27250 | 265960 | COM NEW |
| ISHARES GOLD TR | 3264 | 264939 | ISHARES NEW |
| FIDELITY COVINGTON TRUST | 4831 | 264933 | BLUE CHIP GRWTH |
| ISHARES TR | 953 | 263924 | RUS TP200 GR ETF |
| VANGUARD SCOTTSDALE FDS | 3276 | 261181 | SHRT TRM CORP BD |
| ISHARES TR | 1143 | 240453 | RUS 1000 VAL ETF |
| ISHARES TR | 2276 | 233015 | 0-5 YR TIPS ETF |
| WASTE MGMT INC DEL | 1052 | 231135 | COM |
| EMERSON ELEC CO | 1693 | 224753 | COM |
| SELECT SECTOR SPDR TR | 4063 | 222531 | STATE STREET FIN |
| OMNICOM GROUP INC | 2747 | 221821 | COM |
| SCHWAB STRATEGIC TR | 7641 | 217616 | US SML CAP ETF |
| ISHARES TR | 1664 | 205105 | S&P 500 GRWT ETF |
| BLACKROCK INC | 185 | 198013 | COM |
| ISHARES TR | 504 | 194973 | RUSSELL 3000 ETF |
| ISHARES SILVER TR | 3015 | 194227 | ISHARES |
| SELECT SECTOR SPDR TR | 1318 | 189753 | STATE STREET TEC |
| ISHARES TR | 496 | 185227 | RUS 1000 ETF |
| ISHARES BITCOIN TRUST ETF | 3664 | 181918 | SHS BEN INT |
| BOEING CO | 830 | 180248 | COM |
| AMERICAN CENTY ETF TR | 2095 | 179939 | AVANTIS ALL EQT |
| DEERE & CO | 386 | 179538 | COM |
| 3M CO | 1085 | 173709 | COM |
| ISHARES TR | 694 | 170836 | RUSSELL 2000 ETF |
| AMERICAN CENTY ETF TR | 3627 | 170778 | AVANTIS SHFXDINC |
| LOWES COS INC | 708 | 170742 | COM |
| COCA COLA CO | 2390 | 167098 | COM |
| ADVANCED MICRO DEVICES INC | 767 | 164161 | COM |
| VERIZON COMMUNICATIONS INC | 4007 | 163194 | COM |
| BITWISE XRP ETF | 7940 | 162929 | BENEFICIAL INT |
| ISHARES TR | 1594 | 159233 | CORE US AGGBD ET |
| CONOCOPHILLIPS | 1696 | 158763 | COM |
| ISHARES TR | 1318 | 158424 | CORE S&P SCP ETF |
| GREEN BRICK PARTNERS INC | 2500 | 156650 | COM |
| TRAVELERS COMPANIES INC | 538 | 156053 | COM |
| AMERICAN EXPRESS CO | 420 | 155338 | COM |
| PROCTER AND GAMBLE CO | 1077 | 154318 | COM |
| THE CIGNA GROUP | 558 | 153538 | COM |
| RLI CORP | 2356 | 150737 | COM |
| J P MORGAN EXCHANGE TRADED F | 2594 | 148481 | EQUITY PREMIUM |
| CORNING INC | 1652 | 144632 | COM |
| VANGUARD INDEX FDS | 450 | 141660 | LARGE CAP ETF |
| PIMCO ETF TR | 2752 | 138784 | SHTRM MUN BD ACT |
| VANGUARD WHITEHALL FDS | 956 | 137206 | HIGH DIV YLD |
| DIMENSIONAL ETF TRUST | 4071 | 133244 | WORLD EX US CORE |
| ISHARES TR | 525 | 131476 | MSCI USA MMENTM |
| THERMO FISHER SCIENTIFIC INC | 225 | 130133 | COM |
| ISHARES TR | 2696 | 129894 | FUTURE AI & TECH |
| GRAYSCALE ETHEREUM MINI TR E | 4522 | 126888 | SHS NEW |
| MCDONALDS CORP | 414 | 126499 | COM |
| INVESCO EXCH TRD SLF IDX FD | 2051 | 125378 | RUSL 1000 DYNM |
| BANK AMERICA CORP | 2263 | 124465 | COM |
| LEMONADE INC | 1700 | 121006 | COM |
| ISHARES TR | 2516 | 120693 | MSCI INTL MOMENT |
| PEPSICO INC | 839 | 120404 | COM |
| CELESTICA INC | 401 | 118608 | COM |
| NEXTERA ENERGY INC | 1472 | 118183 | COM |
| LISTED FDS TR | 2219 | 118073 | SHARES LAG CAP |
| SALESFORCE INC | 436 | 115626 | COM |
| SABRA HEALTH CARE REIT INC | 6000 | 113640 | COM |
| ETF SER SOLUTIONS | 1035 | 113499 | DEFIANCE QUANTUM |
| WELLS FARGO CO NEW | 1213 | 113052 | COM |
| GLOBAL X FDS | 2200 | 111892 | ARTIFICIAL ETF |
| OGE ENERGY CORP | 2605 | 111234 | COM |
| PFIZER INC | 4383 | 109148 | COM |
| INTERCONTINENTAL EXCHANGE IN | 667 | 108028 | COM |
| ISHARES TR | 541 | 107454 | MSCI USA QLT FCT |
| DIMENSIONAL ETF TRUST | 2753 | 104614 | INTL SMALL CAP V |
| TIDAL TRUST II | 1763 | 103947 | ROUNDHILL GENER |
| GOLDMAN SACHS ETF TR | 2414 | 103658 | ACTIVEBETA INT |
| DANAHER CORPORATION | 452 | 103496 | COM |
| ISHARES INC | 1537 | 103318 | CORE MSCI EMKT |
| STARBUCKS CORP | 1208 | 101708 | COM |
| PHILIP MORRIS INTL INC | 618 | 99124 | COM |
| DUKE ENERGY CORP NEW | 830 | 97285 | COM NEW |
| TJX COS INC NEW | 630 | 96761 | COM |
| PNC FINL SVCS GROUP INC | 459 | 95737 | COM |
| PHILLIPS 66 | 739 | 95408 | COM |
| ISHARES TR | 1761 | 94883 | ISHS 5-10YR INVT |
| BRISTOL-MYERS SQUIBB CO | 1749 | 94342 | COM |
| COLGATE PALMOLIVE CO | 1177 | 93009 | COM |
| L3HARRIS TECHNOLOGIES INC | 316 | 92769 | COM |
| ISHARES TR | 642 | 90612 | SELECT DIVID ETF |
| EATON CORP PLC | 283 | 90139 | SHS |
| CSX CORP | 2484 | 90038 | COM |
| ABBOTT LABS | 714 | 89513 | COM |
| MERCK & CO INC | 832 | 87535 | COM |
| CITIGROUP INC | 749 | 87401 | COM NEW |
| BITMINE IMMERSION TECNOLOGIE | 3194 | 86718 | COM NEW |
| UGI CORP NEW | 2262 | 84667 | COM |
| QORVO INC | 1000 | 84510 | COM |
| VISA INC | 240 | 84171 | COM CL A |
| CANADIAN PACIFIC KANSAS CITY | 1121 | 82540 | COM |
| ISHARES TR | 984 | 81407 | MRGSTR MD CP ETF |
| ONEMAIN HLDGS INC | 1200 | 81060 | COM |
| NETFLIX INC | 864 | 81047 | COM |
| ISHARES TR | 723 | 79639 | TRUST ISHARE 0-1 |
| SCHWAB STRATEGIC TR | 2530 | 76078 | US MID-CAP ETF |
| US BANCORP DEL | 1321 | 70489 | COM NEW |
| PALO ALTO NETWORKS INC | 372 | 68523 | COM |
| ISHARES TR | 782 | 67437 | MSCI EAFE MIN VL |
| AMERICAN ELEC PWR CO INC | 584 | 67342 | COM |
| ISHARES TR | 1017 | 67116 | CORE S&P MCP ETF |
| BLACKSTONE INC | 432 | 66589 | COM |
| MERCADOLIBRE INC | 33 | 66471 | COM |
| GRAYSCALE BITCOIN MINI TR ET | 1711 | 66268 | SHS NEW |
| CISCO SYS INC | 857 | 66040 | COM |
| ENBRIDGE INC | 1366 | 65336 | COM |
| UNITED PARCEL SERVICE INC | 645 | 63978 | CL B |
| DIREXION SHS ETF TR | 624 | 63842 | NAS100 EQL WGT |
| VANGUARD SPECIALIZED FUNDS | 288 | 63297 | DIV APP ETF |
| EVERGY INC | 872 | 63212 | COM |
| GE VERNOVA INC | 96 | 63031 | COM |
| ISHARES TR | 2726 | 62766 | US TREAS BD ETF |
| SCHWAB STRATEGIC TR | 1912 | 62370 | US LCAP GR ETF |
| ALTRIA GROUP INC | 1067 | 61507 | COM |
| ROYAL CARIBBEAN GROUP | 218 | 60923 | COM |
| VANGUARD WORLD FD | 80 | 60303 | INF TECH ETF |
| ETF OPPORTUNITIES TRUST | 4004 | 59980 | REX OSPREY XRP |
| WISDOMTREE TR | 1440 | 59732 | INTL QULTY DIV |
| EVERSOURCE ENERGY | 850 | 57231 | COM |
| INVESCO QQQ TR | 93 | 56947 | UNIT SER 1 |
| WORLD GOLD TR | 662 | 56515 | SPDR GLD MINIS |
| LAM RESEARCH CORP | 330 | 56490 | COM NEW |
| NRG ENERGY INC | 352 | 56053 | COM NEW |
| NISOURCE INC | 1328 | 55458 | COM |
| DEVON ENERGY CORP NEW | 1473 | 53956 | COM |
| GENERAL MTRS CO | 655 | 53270 | COM |
| SPDR INDEX SHS FDS | 801 | 52591 | S&P EMKTSC ETF |
| VANGUARD MALVERN FDS | 668 | 51089 | SHORT DURATION B |
| DIGITAL RLTY TR INC | 326 | 50436 | COM |
| VANGUARD SCOTTSDALE FDS | 841 | 50389 | INTER TERM TREAS |
| KINDER MORGAN INC DEL | 1825 | 50170 | COM |
| ENTERPRISE PRODS PARTNERS L | 1558 | 49950 | COM |
| TYLER TECHNOLOGIES INC | 107 | 48573 | COM |
| UNITEDHEALTH GROUP INC | 141 | 46649 | COM |
| MEDTRONIC PLC | 483 | 46373 | SHS |
| VANGUARD WELLINGTON FD | 302 | 46330 | US QUALITY |
| INVESCO EXCHANGE TRADED FD T | 362 | 46014 | LARGE CAP GROWTH |
| SPOTIFY TECHNOLOGY S A | 79 | 45877 | SHS |
| GRAYSCALE ETHEREUM TRUST ETF | 1842 | 44890 | SHS |
| FIRST TR EXCHANGE-TRADED FD | 274 | 44824 | US EQTY OPPT ETF |
| DIMENSIONAL ETF TRUST | 1352 | 44535 | INTL SMALL CAP E |
| PROSHARES TR | 427 | 44479 | S&P 500 DV ARIST |
| SPDR INDEX SHS FDS | 946 | 44283 | PORTFOLIO EMG MK |
| NIKE INC | 691 | 44027 | CL B |
| J P MORGAN EXCHANGE TRADED F | 466 | 43245 | ACTIVE GROWTH |
| ONE GAS INC | 545 | 42066 | COM |
| KLA CORP | 34 | 41313 | COM NEW |
| SAP SE | 170 | 41259 | SPON ADR |
| TYSON FOODS INC | 703 | 41210 | CL A |
| OPENDOOR TECHNOLOGIES INC | 7000 | 40810 | COM |
| SCHWAB CHARLES CORP | 403 | 40307 | COM |
| ISHARES TR | 370 | 40094 | U.S. UTILITS ETF |
| GLOBAL X FDS | 821 | 39745 | GLBL X MLP ETF |
| V F CORP | 2186 | 39523 | COM |
| YUM BRANDS INC | 261 | 39521 | COM |
| SOUTHERN CO | 453 | 39502 | COM |
| ISHARES TR | 594 | 38616 | CORE 60/40 BALAN |
| HERSHEY CO | 211 | 38367 | COM |
| TARGET CORP | 390 | 38123 | COM |
| STANLEY BLACK & DECKER INC | 508 | 37735 | COM |
| MASTERCARD INCORPORATED | 66 | 37582 | CL A |
| FRANKLIN RESOURCES INC | 1550 | 37030 | COM |
| ISHARES TR | 300 | 36888 | CORE S&P TTL STK |
| CALIFORNIA WTR SVC GROUP | 846 | 36653 | COM |
| MORGAN STANLEY | 202 | 35830 | COM NEW |
| ISHARES TR | 373 | 35122 | MSCI USA MIN VOL |
| ISHARES TR | 837 | 34619 | HDG MSCI EAFE |
| ISHARES TR | 496 | 34433 | CORE DIV GRWTH |
| MACOM TECH SOLUTIONS HLDGS I | 200 | 34256 | COM |
| ASML HOLDING N V | 31 | 33551 | N Y REGISTRY SHS |
| NUTEX HEALTH INC | 200 | 32924 | COM |
| LEIDOS HOLDINGS INC | 180 | 32472 | COM |
| COMCAST CORP NEW | 1084 | 32401 | CL A |
| ISHARES TR | 819 | 32310 | INTL SEL DIV ETF |
| BROWN & BROWN INC | 399 | 31801 | COM |
| CLEARWAY ENERGY INC | 1000 | 31420 | CL A |
| DIGITALBRIDGE GROUP INC | 2000 | 30680 | CL A NEW |
| SPDR INDEX SHS FDS | 689 | 30599 | PORTFOLIO DEVLPD |
| CUMMINS INC | 59 | 30117 | COM |
| KINROSS GOLD CORP | 1062 | 29901 | COM |
| KRAFT HEINZ CO | 1231 | 29852 | COM |
| SUPER MICRO COMPUTER INC | 1000 | 29270 | COM NEW |
| IRON MTN INC DEL | 352 | 29199 | COM |
| VANGUARD INTL EQUITY INDEX F | 347 | 29013 | FTSE EUROPE ETF |
| DISNEY WALT CO | 253 | 28839 | COM |
| MICRON TECHNOLOGY INC | 97 | 27603 | COM |
| WILLIAMS COS INC | 455 | 27351 | COM |
| ISHARES TR | 198 | 27115 | RUS MD CP GR ETF |
| NEOGENOMICS INC | 2225 | 26166 | COM NEW |
| CALAMOS ETF TR | 1145 | 25960 | CALAMOS BIT 90 S |
| BITWISE SOLANA STAKING ETF | 1573 | 25798 | COM SHS OF BENEF |
| HOWARD HUGHES HOLDINGS INC | 318 | 25405 | COM |
| TARGA RES CORP | 137 | 25277 | COM |
| BITWISE 10 CRYPTO INDEX ETF | 425 | 24973 | UNIT BENEFICIAL |
| HIMS & HERS HEALTH INC | 760 | 24678 | COM CL A |
| SPDR DOW JONES INDL AVERAGE | 51 | 24510 | UT SER 1 |
| LYONDELLBASELL INDUSTRIES N | 565 | 24465 | SHS - A - |
| DOW INC | 1044 | 24409 | COM |
| GABELLI EQUITY TR INC | 3917 | 24168 | COM |
| DBX ETF TR | 486 | 23382 | XTRACK MSCI EAFE |
| LOCKHEED MARTIN CORP | 48 | 23217 | COM |
| ISHARES TR | 745 | 23066 | PFD AND INCM SEC |
| SELECT SECTOR SPDR TR | 148 | 22911 | STATE STREET HEA |
| BITWISE ETHEREUM ETF | 1067 | 22696 | SHS |
| AFLAC INC | 205 | 22606 | COM |
| IONQ INC | 500 | 22435 | COM |
| FIRST MAJESTIC SILVER CORP | 1327 | 22103 | COM |
| ENERGY TRANSFER L P | 1332 | 21965 | COM UT LTD PTN |
| ISHARES TR | 198 | 21818 | IBOXX INV CP ETF |
| DIMENSIONAL ETF TRUST | 645 | 21763 | EMERGING MKTS VA |
| ASTRAZENECA PLC | 233 | 21388 | SPONSORED ADR |
| FRONTIER COMMUNICATIONS PARE | 556 | 21167 | COM |
| VANECK ETF TRUST | 1479 | 20973 | BDC INCOME ETF |
| AGNICO EAGLE MINES LTD | 120 | 20312 | COM |
| SCHWAB STRATEGIC TR | 828 | 20179 | SHT TM US TRES |
| OPEN TEXT CORP | 618 | 20148 | COM |
| ANALOG DEVICES INC | 74 | 20069 | COM |
| BLACKSTONE MTG TR INC | 1000 | 19740 | COM CL A |
| SCHWAB STRATEGIC TR | 750 | 19673 | US BRD MKT ETF |
| WP CAREY INC | 303 | 19502 | COM |
| AFFIRM HLDGS INC | 20000 | 19200 | NOTE 11/1 |
| GALLAGHER ARTHUR J & CO | 74 | 19151 | COM |
| MORGAN STANLEY PATHWAY FDS | 342 | 18602 | LARGE CAP EQTY |
| NATIONAL HEALTH INVS INC | 242 | 18482 | COM |
| CORTEVA INC | 275 | 18456 | COM |
| RIVIAN AUTOMOTIVE INC | 929 | 18304 | COM CL A |
| ISHARES TR | 100 | 18205 | RUS 2000 VAL ETF |
| AMERICAN CENTY ETF TR | 305 | 17785 | EMERGING MKT VAL |
| TEMPUS AI INC | 300 | 17715 | CL A |
| ISHARES TR | 208 | 17606 | CORE MSCI TOTAL |
| COTERRA ENERGY INC | 644 | 16951 | COM |
| CAPITAL ONE FINL CORP | 70 | 16900 | COM |
| INVESCO EXCH TRADED FD TR II | 65 | 16564 | NASDAQ 100 ETF |
| SOUTHWEST AIRLS CO | 399 | 16491 | COM |
| VANGUARD ADMIRAL FDS INC | 37 | 16450 | 500 GRTH IDX F |
| HASBRO INC | 200 | 16400 | COM |
| VANGUARD WHITEHALL FDS | 177 | 15930 | INTL HIGH ETF |
| CAPITAL GROUP INTERNATIONAL | 457 | 15913 | SHS |
| RIOT PLATFORMS INC | 1250 | 15838 | COM |
| SEA LTD | 16000 | 15524 | NOTE 0.250% 9/1 |
| SEABRIDGE GOLD INC | 524 | 15506 | COM |
| ISHARES TR | 159 | 15404 | S&P MC 400GR ETF |
| GE AEROSPACE | 50 | 15402 | COM NEW |
| VERALTO CORP | 153 | 15267 | COM SHS |
| DUPONT DE NEMOURS INC | 376 | 15116 | COM |
| VERTEX PHARMACEUTICALS INC | 33 | 14961 | COM |
| APPLIED MATLS INC | 53 | 13510 | COM |
| TRINITY INDS INC | 497 | 13141 | COM |
| UBER TECHNOLOGIES INC | 160 | 13074 | COM |
| SNAP INC | 14000 | 13020 | NOTE 5/0 |
| DTE ENERGY CO | 100 | 12898 | COM |
| PALMER SQUARE FUNDS TRUST | 620 | 12787 | CR OPPORTUNITIES |
| WISDOMTREE TR | 220 | 12593 | EMG MKTS SMCAP |
| ISHARES TR | 229 | 12529 | MSCI EMG MKT ETF |
| HONEYWELL INTL INC | 64 | 12486 | COM |
| VANGUARD INDEX FDS | 41 | 12387 | SML CP GRW ETF |
| VANGUARD WORLD FD | 43 | 12378 | HEALTH CAR ETF |
| SCHWAB STRATEGIC TR | 439 | 12040 | US DIVIDEND EQ |
| LINDE PLC | 28 | 11939 | SHS |
| ELEVANCE HEALTH INC FORMERLY | 34 | 11860 | COM |
| GUARDANT HEALTH INC | 11000 | 11831 | NOTE 11/1 |
| FRANCO NEV CORP | 57 | 11727 | COM |
| INTUITIVE SURGICAL INC | 20 | 11328 | COM NEW |
| VOLATILITY SHS TR | 2289 | 11287 | 2X XRP ETF |
| ANNALY CAPITAL MANAGEMENT IN | 500 | 11180 | COM NEW |
| NOVARTIS AG | 78 | 10750 | SPONSORED ADR |
| MONSTER BEVERAGE CORP NEW | 140 | 10711 | COM |
| WISDOMTREE TR | 206 | 10630 | US MIDCAP DIVID |
| BEST BUY INC | 157 | 10509 | COM |
| AMARIN CORP PLC | 750 | 10467 | SPONSORED ADR |
| INVESCO SR INCOME TR | 3200 | 10464 | COM |
| S&P GLOBAL INC | 20 | 10452 | COM |
| FIDELITY COVINGTON TRUST | 184 | 10420 | HIGH DIVID ETF |
| EOG RES INC | 98 | 10291 | COM |
| PAYCHEX INC | 87 | 9760 | COM |
| PAPA JOHNS INTL INC | 253 | 9738 | COM |
| MOLSON COORS BEVERAGE CO | 204 | 9523 | CL B |
| MONDELEZ INTL INC | 176 | 9472 | CL A |
| BITWISE FUNDS TRUST | 727 | 9168 | MSTR OPTION INCM |
| CONSTELLATION ENERGY CORP | 26 | 9104 | COM |
| OREILLY AUTOMOTIVE INC | 100 | 9085 | COM |
| SMURFIT WESTROCK PLC | 234 | 9049 | SHS |
| MCCORMICK & CO INC | 130 | 8855 | COM NON VTG |
| KIMCO RLTY CORP | 432 | 8757 | COM |
| INTUIT | 13 | 8612 | COM |
| BP PLC | 248 | 8601 | SPONSORED ADR |
| MIMEDX GROUP INC | 1270 | 8598 | COM |
| HEWLETT PACKARD ENTERPRISE C | 345 | 8287 | COM |
| KKR & CO INC | 62 | 7904 | COM |
| SELECT SECTOR SPDR TR | 66 | 7882 | STATE STREET CON |
| UNITED MICROELECTRONICS CORP | 1000 | 7860 | SPON ADR NEW |
| CVS HEALTH CORP | 97 | 7726 | COM |
| SERVICENOW INC | 50 | 7660 | COM |
| AUTODESK INC | 26 | 7572 | COM |
| HEICO CORP NEW | 23 | 7443 | COM |
| UNITED RENTALS INC | 9 | 7284 | COM |
| VANGUARD CHARLOTTE FDS | 148 | 7152 | TOTAL INT BD ETF |
| ISHARES TR | 23 | 6817 | ISHARES SEMICDTR |
| JABIL INC | 29 | 6613 | COM |
| POST HLDGS INC | 65 | 6439 | COM |
| ARISTA NETWORKS INC | 48 | 6336 | COM SHS |
| TRANSDIGM GROUP INC | 5 | 6224 | COM |
| DT MIDSTREAM INC | 50 | 5984 | COMMON STOCK |
| FORTUNE BRANDS INNOVATIONS I | 118 | 5903 | COM |
| SONY GROUP CORP | 229 | 5858 | SPONSORED ADR |
| BANCO BILBAO VIZCAYA ARGENTA | 247 | 5747 | SPONSORED ADR |
| VANGUARD INTL EQUITY INDEX F | 125 | 5730 | GLB EX US ETF |
| SHOPIFY INC | 34 | 5528 | CL A SUB VTG SHS |
| US FOODS HLDG CORP | 73 | 5499 | COM |
| BANCO SANTANDER SA | 459 | 5388 | ADR |
| PARKER-HANNIFIN CORP | 6 | 5274 | COM |
| NXP SEMICONDUCTORS N V | 24 | 5182 | COM |
| GILEAD SCIENCES INC | 42 | 5147 | COM |
| BREAD FINANCIAL HOLDINGS INC | 68 | 5011 | COM |
| INTEL CORP | 133 | 4926 | COM |
| UNUM GROUP | 63 | 4901 | COM |
| METLIFE INC | 62 | 4895 | COM |
| ISHARES TR | 37 | 4869 | S&P MC 400VL ETF |
| ALLY FINL INC | 106 | 4809 | COM |
| VANGUARD INTL EQUITY INDEX F | 34 | 4797 | TT WRLD ST ETF |
| OUSTER INC | 218 | 4718 | COM NEW |
| PAN AMERN SILVER CORP | 91 | 4715 | COM |
| VIATRIS INC | 371 | 4625 | COM |
| MITSUBISHI UFJ FINL GROUP IN | 287 | 4552 | SPONSORED ADS |
| RYANAIR HOLDINGS PLC | 62 | 4507 | SPONSORED ADR |
| ROLLINS INC | 72 | 4322 | COM |
| STATE STR CORP | 33 | 4258 | COM |
| IDEXX LABS INC | 6 | 4236 | COM |
| DIAMONDBACK ENERGY INC | 28 | 4165 | COM |
| MGIC INVT CORP WIS | 142 | 4150 | COM |
| MORGAN STANLEY PATHWAY FDS | 82 | 4150 | SMALL MID CAP EQ |
| NAVITAS SEMICONDUCTOR CORP | 573 | 4091 | COM |
| SELECT SECTOR SPDR TR | 89 | 3998 | STATE STREET ENE |
| MARVELL TECHNOLOGY INC | 47 | 3959 | COM |
| AON PLC | 11 | 3953 | SHS CL A |
| VISTRA CORP | 24 | 3945 | COM |
| PROGRESSIVE CORP | 17 | 3927 | COM |
| CBRE GROUP INC | 24 | 3859 | CL A |
| ROSS STORES INC | 21 | 3783 | COM |
| RELX PLC | 90 | 3638 | SPONSORED ADR |
| DOMINION ENERGY INC | 62 | 3633 | COM |
| WISDOMTREE TR | 107 | 3580 | US SMALLCAP DIVD |
| SOLVENTUM CORP | 45 | 3566 | COM SHS |
| AUTOZONE INC | 1 | 3528 | COM |
| NOVO-NORDISK A S | 69 | 3500 | ADR |
| CANADIAN IMPERIAL BANK OF CO | 38 | 3444 | COM |
| TE CONNECTIVITY PLC | 15 | 3413 | ORD SHS |
| MEDPACE HLDGS INC | 6 | 3370 | COM |
| REGIONS FINANCIAL CORP NEW | 124 | 3361 | COM |
| DORCHESTER MINERALS LP | 150 | 3354 | COM UNIT |
| WELLTOWER INC | 18 | 3341 | COM |
| SLB LIMITED | 87 | 3340 | COM STK |
| CARVANA CO | 8 | 3339 | CL A |
| SYNCHRONY FINANCIAL | 40 | 3338 | COM |
| LMP CAP & INCOME FD INC | 225 | 3333 | COM |
| BLUEROCK PVT REAL ESTATE FD | 222 | 3330 | COM |
| RB GLOBAL INC | 32 | 3292 | COM |
| REVOLUTION MEDICINES INC | 41 | 3266 | COM |
| HALEON PLC | 321 | 3246 | SPON ADS |
| DELTA AIR LINES INC DEL | 46 | 3204 | COM NEW |
| SUMITOMO MITSUI FINL GROUP I | 164 | 3174 | SPONSORED ADR |
| HSBC HLDGS PLC | 40 | 3165 | SPON ADR NEW |
| ALLSTATE CORP | 15 | 3123 | COM |
| LLOYDS BANKING GROUP PLC | 586 | 3108 | SPONSORED ADR |
| TRUIST FINL CORP | 63 | 3101 | COM |
| FLEX LTD | 51 | 3082 | ORD |
| MOTOROLA SOLUTIONS INC | 8 | 3073 | COM NEW |
| BRITISH AMERN TOB PLC | 54 | 3055 | SPONSORED ADR |
| CITIZENS FINL GROUP INC | 52 | 3038 | COM |
| MAGNUM ICE CREAM CO NV | 188 | 2980 | ORD SHS |
| BEAM THERAPEUTICS INC | 106 | 2939 | COM |
| NEBIUS GROUP N.V. | 34 | 2846 | SHS CLASS A |
| ADOBE INC | 8 | 2800 | COM |
| MARATHON PETE CORP | 17 | 2736 | COM |
| ARCELORMITTAL SA LUXEMBOURG | 60 | 2716 | NY REGISTRY SH |
| MIZUHO FINANCIAL GROUP INC | 361 | 2643 | SPONSORED ADR |
| GRAND CANYON ED INC | 15 | 2495 | COM |
| MARRIOTT INTL INC NEW | 8 | 2482 | CL A |
| PRUDENTIAL PLC | 80 | 2479 | ADR |
| MARA HOLDINGS INC | 274 | 2461 | COM |
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