Beaumont Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Beaumont Financial Advisors, LLC held in its portfolio 371 assets valued at $1,518,045,388 (i.e. $1.52B).
The most valuable assets in the portfolio included: APPLE INC COM ($71.03M), ALPHABET INC CAP STK CL A ($69.65M), and ISHARES CORE S&P 500 ETF ($62.20M).
The chart below shows the top 10 valuable assets, and the table below shows the top 371 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Beaumont Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC COM | 261269 | 71028666 | Stock |
| ALPHABET INC CAP STK CL A | 222512 | 69646341 | Stock |
| ISHARES CORE S&P 500 ETF | 90809 | 62198408 | ETF |
| MICROSOFT CORP COM | 108352 | 52401247 | Stock |
| ISHARES 0-3 MONTH TREASURY BOND ETF | 480286 | 48211075 | ETF |
| STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 1031272 | 39714280 | ETF |
| JPMORGAN EQUITY FOCUS ETF | 513115 | 38323013 | ETF |
| NVIDIA CORPORATION COM | 205479 | 38321832 | Stock |
| ISHARES CORE S&P MID-CAP ETF | 561189 | 37038460 | ETF |
| AMAZON COM INC COM | 154701 | 35708081 | Stock |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | 246098 | 34739212 | ETF |
| FIDELITY WISE ORIGIN BITCOIN FUND | 448205 | 34166647 | ETF |
| JPMORGAN U.S. QUALITY FACTOR ETF | 533232 | 33689617 | ETF |
| JPMORGAN ACTIVE GROWTH ETF | 355838 | 33021801 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 57227 | 28764930 | Stock |
| VANGUARD GROWTH ETF | 58267 | 28426046 | ETF |
| SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | 586803 | 26875556 | CEF |
| META PLATFORMS INC CL A | 40629 | 26818849 | Stock |
| JOHNSON & JOHNSON COM | 118215 | 24464651 | Stock |
| ALLSPRING CORE PLUS ETF | 931128 | 23250268 | ETF |
| MCDONALDS CORP COM | 74287 | 22704328 | Stock |
| VISA INC COM CL A | 62789 | 22020759 | Stock |
| LOWES COS INC COM | 89408 | 21561537 | Stock |
| FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF | 689607 | 21005924 | ETF |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 227016 | 20744714 | ETF |
| T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 525983 | 20103076 | ETF |
| VANGUARD S&P 500 ETF | 30915 | 19387508 | ETF |
| GRAYSCALE BITCOIN TRUST ETF | 271467 | 18557512 | ETF |
| DICKS SPORTING GOODS INC COM | 78629 | 15566281 | Stock |
| VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF | 820995 | 15385438 | ETF |
| PEPSICO INC COM | 98967 | 14203771 | Stock |
| FREEDOM 100 EMERGING MARKETS ETF | 275269 | 14113044 | ETF |
| ISHARES CORE DIVIDEND GROWTH ETF | 199048 | 13817881 | ETF |
| VANECK EMERGING MARKETS BOND ETF | 267715 | 13554425 | ETF |
| FIRST TRUST WCM INTERNATIONAL EQUITY ETF | 770908 | 13113148 | ETF |
| FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | 495748 | 13008428 | ETF |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | 46073 | 12401930 | ETF |
| VANECK CLO ETF | 205946 | 10876010 | ETF |
| ISHARES CORE HIGH DIVIDEND ETF | 75298 | 9156992 | ETF |
| ALPHABET INC CAP STK CL C | 28584 | 8969513 | Stock |
| VANECK MORNINGSTAR WIDE MOAT ETF | 81363 | 8425989 | ETF |
| SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 95584 | 8160006 | ETF |
| ISHARES SELECT DIVIDEND ETF | 56680 | 7999788 | ETF |
| INVESCO VARIABLE RATE INVESTMENT GRADE ETF | 315686 | 7923722 | ETF |
| VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF | 204729 | 7732614 | ETF |
| FIRST TRUST SMITH UNCONSTRAINED BOND ETF | 275793 | 6941714 | ETF |
| AMERICAN ELEC PWR CO INC COM | 60143 | 6935135 | Stock |
| VANECK REAL ASSETS ETF | 193407 | 6755696 | ETF |
| VANGUARD VALUE ETF | 33103 | 6322372 | ETF |
| SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 183278 | 6051848 | CEF |
| WASTE CONNECTIONS INC COM | 32070 | 5623827 | Stock |
| VANECK NATURAL RESOURCES ETF | 90730 | 5456476 | ETF |
| JPMORGAN CHASE & CO. COM | 16771 | 5404093 | Stock |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 23549 | 5290802 | ETF |
| TJX COS INC NEW COM | 33350 | 5122886 | Stock |
| ELI LILLY & CO COM | 4701 | 5051667 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | 61822 | 4959361 | ETF |
| BROADCOM INC COM | 13662 | 4728521 | Stock |
| BANK AMERICA CORP COM | 73160 | 4023781 | Stock |
| SCHWAB U.S. LARGE-CAP ETF | 145349 | 3911334 | ETF |
| VANGUARD TOTAL STOCK MARKET ETF | 11521 | 3862764 | ETF |
| GENPACT LIMITED SHS | 82048 | 3838224 | Stock |
| GRAYSCALE BITCOIN MINI TRUST ETF | 99004 | 3834408 | ETF |
| VANGUARD LARGE-CAP ETF | 12146 | 3823621 | ETF |
| ISHARES CORE S&P SMALL CAP ETF | 31369 | 3769928 | ETF |
| LAM RESEARCH CORP COM NEW | 20884 | 3574938 | Stock |
| CHEVRON CORP NEW COM | 23231 | 3540696 | Stock |
| GENERAL DYNAMICS CORP COM | 10256 | 3452725 | Stock |
| PHILIP MORRIS INTL INC COM | 21445 | 3439720 | Stock |
| SPDR S&P 500 ETF TRUST | 4958 | 3381236 | ETF |
| SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | 134878 | 3189871 | CEF |
| BP PLC SPONSORED ADR | 90501 | 3143097 | ADR |
| ISHARES RUSSELL 1000 GROWTH ETF | 6607 | 3127093 | ETF |
| AMERICAN EXPRESS CO COM | 8406 | 3109800 | Stock |
| ABBOTT LABS COM | 23549 | 2950442 | Stock |
| FIDELITY MSCI UTILITIES INDEX ETF | 52197 | 2882326 | ETF |
| NEXTERA ENERGY INC COM | 35165 | 2823008 | Stock |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 38042 | 2642778 | ETF |
| COSTCO WHSL CORP NEW COM | 3060 | 2639132 | Stock |
| PROCTER AND GAMBLE CO COM | 17866 | 2560341 | Stock |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 44586 | 2441953 | ETF |
| INTERNATIONAL BUSINESS MACHS COM | 8157 | 2416185 | Stock |
| FEDERATED HERMES TOTAL RETURN BOND ETF | 94281 | 2393802 | ETF |
| VANECK SEMICONDUCTOR ETF | 6630 | 2387628 | ETF |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 71980 | 2348003 | ETF |
| HOME DEPOT INC COM | 6765 | 2327779 | Stock |
| TOAST INC CL A | 65000 | 2308150 | Stock |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 40082 | 2294321 | ETF |
| VANGUARD MID-CAP ETF | 7894 | 2291106 | ETF |
| DEERE & CO COM | 4717 | 2196062 | Stock |
| INVESCO QQQ TRUST SERIES I | 3550 | 2180812 | ETF |
| EXXON MOBIL CORP COM | 18037 | 2170557 | Stock |
| ORACLE CORP COM | 11092 | 2162010 | Stock |
| QUALCOMM INC COM | 12594 | 2154164 | Stock |
| VANGUARD SMALL-CAP ETF | 8319 | 2145788 | ETF |
| T. ROWE PRICE ULTRA SHORT-TERM BOND ETF | 42090 | 2098184 | ETF |
| WALMART INC COM | 18675 | 2080624 | Stock |
| MASTERCARD INCORPORATED CL A | 3536 | 2018891 | Stock |
| T. ROWE PRICE DIVIDEND GROWTH ETF | 44288 | 1991635 | ETF |
| VANGUARD TOTAL BOND MARKET ETF | 26100 | 1933243 | ETF |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 24681 | 1917250 | ETF |
| ABBVIE INC COM | 8261 | 1887661 | Stock |
| JPMORGAN SHORT DURATION CORE PLUS ETF | 39673 | 1886712 | ETF |
| FIDELITY MSCI HEALTH CARE INDEX ETF | 24685 | 1833602 | ETF |
| VANGUARD TAX-EXEMPT BOND ETF | 36254 | 1823214 | ETF |
| SCHWAB U.S. MID-CAP ETF | 60022 | 1804867 | ETF |
| TESLA INC COM | 3981 | 1790502 | Stock |
| COCA COLA CO COM | 25166 | 1759372 | Stock |
| FIDELITY MSCI ENERGY INDEX ETF | 69723 | 1727035 | ETF |
| EASTERN BANKSHARES INC COM | 92605 | 1706712 | Stock |
| RTX CORPORATION COM | 8761 | 1606832 | Stock |
| DISNEY WALT CO COM | 14025 | 1595646 | Stock |
| MERCK & CO INC COM | 15048 | 1583980 | Stock |
| REDDIT INC CL A | 6888 | 1583345 | Stock |
| ISHARES BITCOIN TRUST ETF | 31646 | 1571218 | ETF |
| ALPS O'SHARES U.S. QUALITY DIVIDEND ETF | 27173 | 1567901 | ETF |
| ISHARES NATIONAL MUNI BOND ETF | 14551 | 1558559 | ETF |
| FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | 15115 | 1544148 | ETF |
| ADVANCED MICRO DEVICES INC COM | 7195 | 1540881 | Stock |
| FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | 20655 | 1513598 | ETF |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 9739 | 1510714 | ETF |
| JPMORGAN MUNICIPAL ETF | 29816 | 1505708 | ETF |
| FIDELITY MSCI INDUSTRIAL INDEX ETF | 18054 | 1489094 | ETF |
| VANECK URANIUM AND NUCLEAR ETF | 11985 | 1488537 | ETF |
| FIDELITY MSCI MATERIALS INDEX ETF | 27745 | 1473537 | ETF |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 74501 | 1470650 | ETF |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 18206 | 1451564 | ETF |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 74126 | 1451024 | ETF |
| FIDELITY MSCI REAL ESTATE INDEX ETF | 53301 | 1433264 | ETF |
| SPDR S&P MIDCAP 400 ETF TRUST | 2361 | 1424368 | ETF |
| ISHARES BIOTECHNOLOGY ETF | 8307 | 1401988 | ETF |
| AMGEN INC COM | 4260 | 1394486 | Stock |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 2817 | 1353641 | ETF |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 9381 | 1350532 | ETF |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | 52574 | 1338261 | ETF |
| STRYKER CORPORATION COM | 3789 | 1331720 | Stock |
| CARPENTER TECHNOLOGY CORP COM | 4193 | 1320124 | Stock |
| SPROTT ACTIVE GOLD & SILVER MINERS ETF | 30038 | 1312353 | ETF |
| VANGUARD SHORT-TERM TREASURY ETF | 22296 | 1309470 | ETF |
| JPMORGAN ULTRA-SHORT INCOME ETF | 25874 | 1308984 | ETF |
| PROGRESSIVE CORP COM | 5698 | 1297555 | Stock |
| VANECK INTERMEDIATE MUNI ETF | 27214 | 1283412 | ETF |
| VANGUARD REAL ESTATE ETF | 14436 | 1277442 | ETF |
| WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | 32685 | 1275369 | ETF |
| HONEYWELL INTL INC COM | 6482 | 1264586 | Stock |
| DOUBLELINE OPPORTUNISTIC CORE BOND ETF | 26394 | 1223745 | ETF |
| ISHARES MSCI EAFE ETF | 12512 | 1201527 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 19189 | 1198745 | ETF |
| THERMO FISHER SCIENTIFIC INC COM | 2065 | 1196702 | Stock |
| KKR & CO INC COM | 9365 | 1193850 | Stock |
| DELL TECHNOLOGIES INC CL C | 9367 | 1179118 | Stock |
| VANECK MORNINGSTAR SMID MOAT ETF | 31866 | 1153549 | ETF |
| SPDR GOLD SHARES | 2902 | 1150092 | ETF |
| JPMORGAN ACTIVE VALUE ETF | 15908 | 1140922 | ETF |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 7209 | 1116026 | ETF |
| CATERPILLAR INC COM | 1934 | 1107919 | Stock |
| AUTOMATIC DATA PROCESSING INC COM | 4279 | 1100590 | Stock |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 9257 | 1089720 | ETF |
| ISHARES RUSSELL 1000 VALUE ETF | 4971 | 1045624 | ETF |
| VANGUARD RUSSELL 1000 GROWTH ETF | 8488 | 1033414 | ETF |
| ISHARES SILVER TRUST | 15962 | 1028272 | ETF |
| DANAHER CORPORATION COM | 4466 | 1022305 | Stock |
| VANGUARD MEGA CAP ETF | 4057 | 1018997 | ETF |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 6602 | 947470 | ETF |
| FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | 16673 | 938023 | ETF |
| S&P GLOBAL INC COM | 1780 | 930163 | Stock |
| SCHWAB U.S. LARGE-CAP VALUE ETF | 31302 | 926844 | ETF |
| TEXAS INSTRS INC COM | 5278 | 915753 | Stock |
| SCHWAB US DIVIDEND EQUITY ETF | 33108 | 908148 | ETF |
| PARKER-HANNIFIN CORP COM | 958 | 841898 | Stock |
| CISCO SYS INC COM | 10918 | 840989 | Stock |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 11398 | 838437 | ETF |
| REVOLUTION MEDICINES INC COM | 10520 | 837893 | Stock |
| FASTENAL CO COM | 20344 | 816405 | Stock |
| GE AEROSPACE COM NEW | 2644 | 814513 | Stock |
| EXPEDITORS INTL WASH INC COM | 5451 | 812254 | Stock |
| GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 16769 | 801387 | ETF |
| ROPER TECHNOLOGIES INC COM | 1784 | 794112 | Stock |
| ISHARES RUSSELL MIDCAP ETF | 8166 | 786141 | ETF |
| UNION PAC CORP COM | 3394 | 785209 | Stock |
| VANGUARD EXTENDED MARKET ETF | 3749 | 783991 | ETF |
| ACCENTURE PLC IRELAND SHS CLASS A | 2900 | 778093 | Stock |
| ILLINOIS TOOL WKS INC COM | 3158 | 777815 | Stock |
| JPMORGAN INCOME ETF | 16779 | 776700 | ETF |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 14592 | 771610 | ETF |
| VANGUARD MEGA CAP GROWTH ETF | 1839 | 759154 | ETF |
| SOUTHERN CO COM | 8685 | 757327 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL A | 1 | 754800 | Stock |
| ISHARES SEMICONDUCTOR ETF | 2474 | 745076 | ETF |
| FEDEX CORP COM | 2551 | 736905 | Stock |
| INTERCONTINENTAL EXCHANGE INC COM | 4474 | 724609 | Stock |
| UNITEDHEALTH GROUP INC COM | 2175 | 717873 | Stock |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 6860 | 713934 | ETF |
| KIMBERLY-CLARK CORP COM | 7004 | 706651 | Stock |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | 7723 | 705864 | ETF |
| SHERWIN WILLIAMS CO COM | 2148 | 696054 | Stock |
| SPDR SSGA IG PUBLIC & PRIVATE CREDIT ETF | 27270 | 693068 | ETF |
| WASTE MGMT INC DEL COM | 3153 | 692746 | Stock |
| AMPHENOL CORP NEW CL A | 5113 | 690950 | Stock |
| BAIN CAP SPECIALTY FIN INC COM STK | 49588 | 689763 | CEF |
| ARROWHEAD PHARMACEUTICALS INC COM | 10388 | 689659 | Stock |
| LOCKHEED MARTIN CORP COM | 1401 | 677617 | Stock |
| ABRDN PHYSICAL GOLD SHARES ETF | 16175 | 664469 | ETF |
| ASML HOLDING N V N Y REGISTRY SHS | 616 | 658576 | ADR |
| INTEL CORP COM | 17652 | 651359 | Stock |
| INVESCO S&P 500 LOW VOLATILITY ETF | 9032 | 645088 | ETF |
| STATE STREET SPDR S&P DIVIDEND ETF | 4562 | 634782 | ETF |
| JPMORGAN ACTIVE BOND ETF | 11724 | 633902 | ETF |
| ISHARES CORE S&P U.S. GROWTH ETF | 3678 | 617717 | ETF |
| ISHARES AAA-A RATED CORPORATE BOND ETF | 12842 | 617568 | ETF |
| ALERIAN MLP ETF | 13063 | 614205 | ETF |
| ISHARES MSCI ISRAEL ETF | 5550 | 610667 | ETF |
| CHECK POINT SOFTWARE TECH LTD ORD | 3179 | 589895 | Stock |
| INTUIT COM | 874 | 578963 | Stock |
| MOTOROLA SOLUTIONS INC COM NEW | 1503 | 576130 | Stock |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 5385 | 574580 | ETF |
| GOLDMAN SACHS GROUP INC COM | 635 | 558343 | Stock |
| ISHARES CORE S&P US VALUE ETF | 5385 | 552178 | ETF |
| SPROTT GOLD MINERS ETF | 7913 | 550984 | ETF |
| VANGUARD DIVIDEND APPRECIATION ETF | 2506 | 550769 | ETF |
| ISHARES S&P 500 GROWTH ETF | 4452 | 548754 | ETF |
| SCHWAB U.S. SMALL-CAP ETF | 19243 | 548045 | ETF |
| ISHARES S&P MID-CAP 400 VALUE ETF | 4080 | 536887 | ETF |
| GLOBAL X 1-3 MONTH T-BILL ETF | 5300 | 530559 | ETF |
| STATE STREET SPDR S&P BIOTECH ETF | 4327 | 527615 | ETF |
| COMCAST CORP NEW CL A | 17649 | 527523 | Stock |
| CONSTELLATION ENERGY CORP COM | 1492 | 527086 | Stock |
| PALANTIR TECHNOLOGIES INC CL A | 2965 | 527029 | Stock |
| SEI INVTS CO COM | 6292 | 516070 | Stock |
| AMERICAN TOWER CORP NEW COM | 2845 | 499579 | REIT |
| ISHARES RUSSELL 1000 ETF | 1332 | 497253 | ETF |
| FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | 13127 | 497111 | ETF |
| NETFLIX INC COM | 5298 | 496740 | Stock |
| CHURCH & DWIGHT CO INC COM | 5884 | 493373 | Stock |
| BRISTOL-MYERS SQUIBB CO COM | 9093 | 490486 | Stock |
| VANECK PREFERRED SECURITIES EX FINANCIALS ETF | 27413 | 484117 | ETF |
| GE VERNOVA INC COM | 730 | 477106 | Stock |
| ISHARES MSCI EUROZONE ETF | 7372 | 472545 | ETF |
| CITIGROUP INC COM NEW | 3942 | 460042 | Stock |
| ISHARES MSCI USA QUALITY FACTOR ETF | 2312 | 459249 | ETF |
| BLACKSTONE INC COM | 2951 | 454800 | Stock |
| FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF | 12425 | 448667 | ETF |
| INVESCO NASDAQ 100 ETF | 1772 | 448236 | ETF |
| MICRON TECHNOLOGY INC COM | 1563 | 446067 | Stock |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | 2070 | 444459 | ETF |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 6499 | 436852 | ETF |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 5260 | 433845 | ETF |
| GRAYSCALE ETHEREUM MINI TRUST ETF | 15456 | 433695 | ETF |
| ISHARES CORE MSCI EAFE ETF | 4807 | 429996 | ETF |
| SALESFORCE INC COM | 1598 | 423271 | Stock |
| EATON CORP PLC SHS | 1329 | 423175 | Stock |
| LINDE PLC SHS | 986 | 420516 | Stock |
| AFLAC INC COM | 3804 | 419521 | Stock |
| VICOR CORP COM | 3787 | 415055 | Stock |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 5500 | 414920 | ETF |
| SHELL PLC SPON ADS | 5620 | 412954 | ADR |
| VANGUARD MID-CAP VALUE ETF | 2312 | 410079 | ETF |
| ABRDN PHYSICAL SILVER SHARES ETF | 6000 | 405840 | ETF |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 3290 | 392859 | ETF |
| STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 4030 | 391756 | ETF |
| TRAVELERS COMPANIES INC COM | 1350 | 391676 | Stock |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 1285 | 390593 | ADR |
| RIOT PLATFORMS INC COM | 30824 | 390540 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 4710 | 388575 | ETF |
| ISHARES MSCI JAPAN ETF | 4793 | 386987 | ETF |
| ISHARES MSCI WORLD ETF | 2070 | 384544 | ETF |
| ARISTA NETWORKS INC COM SHS | 2899 | 379856 | Stock |
| AT&T INC COM | 15172 | 376868 | Stock |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 1946 | 372715 | ETF |
| BOSTON SCIENTIFIC CORP COM | 3901 | 371960 | Stock |
| STARBUCKS CORP COM | 4406 | 371041 | Stock |
| INTUITIVE SURGICAL INC COM NEW | 650 | 368134 | Stock |
| MORGAN STANLEY COM NEW | 2050 | 363852 | Stock |
| STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | 8858 | 356535 | ETF |
| VANECK BITCOIN ETF | 14308 | 353837 | ETF |
| CAMECO CORP COM | 3848 | 352054 | Stock |
| FIRST TRUST CLOUD COMPUTING ETF | 2701 | 351348 | ETF |
| MCKESSON CORP COM | 424 | 347803 | Stock |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 3683 | 346763 | ETF |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 4113 | 344447 | ETF |
| ALLSTATE CORP COM | 1649 | 343297 | Stock |
| WELLS FARGO CO NEW COM | 3630 | 338316 | Stock |
| NORFOLK SOUTHN CORP COM | 1160 | 334915 | Stock |
| DEFIANCE CONNECTIVE TECHNOLOGIES ETF | 5166 | 329793 | ETF |
| NORTHROP GRUMMAN CORP COM | 576 | 328441 | Stock |
| ISHARES S&P 500 VALUE ETF | 1494 | 316833 | ETF |
| BOEING CO COM | 1442 | 312978 | Stock |
| DEFIANCE QUANTUM ETF | 2845 | 311978 | ETF |
| EMERSON ELEC CO COM | 2347 | 311502 | Stock |
| 3M CO COM | 1945 | 311395 | Stock |
| BLACKROCK INC COM | 289 | 309194 | Stock |
| FQAL | 4054 | 306442 | ETF |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 3048 | 304440 | ETF |
| APPLIED MATLS INC COM | 1176 | 302126 | Stock |
| CIENA CORP COM NEW | 1291 | 301926 | Stock |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | 6180 | 300990 | ETF |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 7035 | 300335 | ETF |
| PURE STORAGE INC CL A | 4422 | 296318 | Stock |
| SCHWAB CHARLES CORP COM | 2936 | 293338 | Stock |
| COCA COLA CONS INC COM | 1910 | 292803 | Stock |
| JPMORGAN U.S. TECH LEADERS ETF | 3228 | 290755 | ETF |
| ADOBE INC COM | 824 | 288392 | Stock |
| SNOWFLAKE INC COM SHS | 1312 | 287800 | Stock |
| EVERSOURCE ENERGY COM | 4265 | 287162 | Stock |
| ARES MANAGEMENT CORPORATION CL A COM STK | 1755 | 283661 | Stock |
| PHILLIPS 66 COM | 2167 | 279630 | Stock |
| BOOKING HOLDINGS INC COM | 52 | 278499 | Stock |
| ALTRIA GROUP INC COM | 4788 | 276089 | Stock |
| THE CIGNA GROUP COM | 997 | 274406 | Stock |
| UNITY SOFTWARE INC COM | 6200 | 273854 | Stock |
| VANGUARD S&P 500 GROWTH ETF | 611 | 271644 | ETF |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 6066 | 271211 | ETF |
| UBER TECHNOLOGIES INC COM | 3309 | 270378 | Stock |
| SEMPRA COM | 3058 | 270033 | Stock |
| VISTASHARES ELECTRIFICATION SUPERCYCLE ETF | 13723 | 269957 | ETF |
| STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 5846 | 267221 | ETF |
| DOORDASH INC CL A | 1165 | 263849 | Stock |
| AGNICO EAGLE MINES LTD COM | 1547 | 262263 | Stock |
| STATE STREET SPDR S&P 400 MID CAP VALUE ETF | 3081 | 260822 | ETF |
| ALPS DISRUPTIVE TECHNOLOGIES ETF | 5369 | 260813 | ETF |
| AMPLIFY CYBERSECURITY ETF | 3236 | 260070 | ETF |
| PROLOGIS INC. COM | 1984 | 253277 | REIT |
| ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF | 6088 | 252515 | ETF |
| ARES CAPITAL CORP COM | 12317 | 249167 | CEF |
| HOWMET AEROSPACE INC COM | 1211 | 248279 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 5297 | 248217 | ETF |
| NUVEEN ENHANCED YIELD U.S. AGGREGATE BOND ETF | 11567 | 245047 | ETF |
| ISHARES MSCI EAFE SMALL-CAP ETF | 3157 | 244762 | ETF |
| GLOBAL X URANIUM ETF | 5690 | 243151 | ETF |
| HERCULES CAPITAL INC COM | 12845 | 241749 | CEF |
| MCCORMICK & CO INC COM NON VTG | 3546 | 241518 | Stock |
| FIDELITY MSCI CONSUMER STAPLES INDEX ETF | 4877 | 239900 | ETF |
| SPROTT URANIUM MINERS ETF | 4306 | 236351 | ETF |
| ANALOG DEVICES INC COM | 868 | 235304 | Stock |
| PFIZER INC COM | 9436 | 234951 | Stock |
| IRON MTN INC DEL COM | 2831 | 234831 | REIT |
| FAIR ISAAC CORP COM | 138 | 233306 | Stock |
| ISHARES RUSSELL 2000 ETF | 947 | 233115 | ETF |
| DUKE ENERGY CORP NEW COM NEW | 1977 | 231724 | Stock |
| AUTOZONE INC COM | 68 | 230622 | Stock |
| STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | 2469 | 228221 | ETF |
| ISHARES U.S. INDUSTRIALS ETF | 1534 | 227293 | ETF |
| VANGUARD SMALL CAP VALUE ETF | 1066 | 225768 | ETF |
| PLANET FITNESS INC CL A | 2064 | 223882 | Stock |
| GOLUB CAP BDC INC COM | 16481 | 223647 | CEF |
| PAYCHEX INC COM | 1990 | 223267 | Stock |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 803 | 221138 | Stock |
| ISHARES CORE 1-5 YEAR USD BOND ETF | 4522 | 220424 | ETF |
| VERTEX PHARMACEUTICALS INC COM | 486 | 220333 | Stock |
| PUBLIC SVC ENTERPRISE GRP INC COM | 2724 | 218737 | Stock |
| INVESCO NASDAQ INTERNET ETF | 4000 | 215789 | ETF |
| NUVEEN AMT FREE MUN CR INC FD COM | 16653 | 210827 | CEF |
| APPLOVIN CORP COM CL A | 310 | 208884 | Stock |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | 832 | 208133 | ETF |
| GRAYSCALE COINDESK CRYPTO 5 ETF | 5019 | 207401 | Stock |
| VANGUARD FTSE EUROPE ETF | 2460 | 205694 | ETF |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | 5167 | 204562 | ETF |
| HEWLETT PACKARD ENTERPRISE CO COM | 8446 | 202873 | Stock |
| GRAYSCALE ETHEREUM TRUST ETF | 8319 | 202734 | ETF |
| EATON VANCE TAX-MANAGED GLOBAL COM | 21260 | 202608 | CEF |
| NUCOR CORP COM | 1238 | 201999 | Stock |
| DECKERS OUTDOOR CORP COM | 1941 | 201223 | Stock |
| KENVUE INC COM | 10302 | 177710 | Stock |
| PENNANTPARK INVT CORP COM | 27205 | 162143 | CEF |
| BARINGS BDC INC COM | 17628 | 161828 | CEF |
| SONO TEK CORP COM | 36671 | 151451 | Stock |
| BLUE OWL CAPITAL CORPORATION COM | 10885 | 135306 | CEF |
| ULTRAPAR PARTICIPACOES SA SP ADR REP COM | 20920 | 78868 | ADR |
| MFS MUN INCOME TR SH BEN INT | 11253 | 61104 | CEF |
| DENISON MINES CORP COM | 10700 | 28462 | Stock |
| FURY GOLD MINES LIMITED COM | 12000 | 7080 | Stock |
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