Bogart Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, Bogart Wealth, LLC held in its portfolio 500 assets valued at $2,492,128,942 (i.e. $2.49B).
The most valuable assets in the portfolio included: EXXON MOBIL CORP COM ($166.71M), VANGUARD S&P 500 ETF ($154.50M), and ISHARES MSCI ACWI ETF ($128.77M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Bogart Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| EXXON MOBIL CORP COM | 1385337 | 166711448 | Stock |
| VANGUARD S&P 500 ETF | 246361 | 154500355 | ETF |
| ISHARES MSCI ACWI ETF | 910093 | 128769014 | ETF |
| VANGUARD TOTAL BOND MARKET ETF | 1612951 | 119471253 | ETF |
| CAPITAL GROUP DIVIDEND VALUE ETF | 2379570 | 103844414 | ETF |
| VICTORYSHARES CORE INTERMEDIATE BOND ETF | 1989827 | 94227680 | ETF |
| COLUMBIA RESEARCH ENHANCED CORE ETF | 2241186 | 91530040 | ETF |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 1204109 | 90163674 | ETF |
| JPMORGAN CORE PLUS BOND ETF | 1510882 | 71540282 | ETF |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 1854014 | 66855732 | ETF |
| INVESCO NASDAQ 100 ETF | 264134 | 66804810 | ETF |
| INVESCO S&P 500 TOP 50 ETF | 1074337 | 63686721 | ETF |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 724739 | 54674346 | ETF |
| ISHARES 7-10 YEAR TREASURY BOND ETF | 508270 | 48875239 | ETF |
| GLOBAL X ADAPTIVE U.S. FACTOR ETF | 957324 | 44391099 | ETF |
| APPLE INC COM | 134180 | 36478141 | Stock |
| AVANTIS EMERGING MARKETS EQUITY ETF | 433802 | 33411468 | ETF |
| MICROSOFT CORP COM | 62368 | 30162290 | Stock |
| NVIDIA CORPORATION COM | 158993 | 29652123 | Stock |
| ALPHABET INC CAP STK CL A | 90865 | 28440727 | Stock |
| VISA INC COM CL A | 66865 | 23450374 | Stock |
| AMAZON COM INC COM | 86539 | 19974890 | Stock |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 559724 | 18258191 | ETF |
| S&P GLOBAL INC COM | 34688 | 18127594 | Stock |
| CISCO SYS INC COM | 227855 | 17551641 | Stock |
| META PLATFORMS INC CL A | 26362 | 17400963 | Stock |
| PACCAR INC COM | 145456 | 15928875 | Stock |
| CME GROUP INC COM | 57372 | 15667082 | Stock |
| PALO ALTO NETWORKS INC COM | 78970 | 14546274 | Stock |
| INVESCO QQQ TRUST SERIES I | 23339 | 14337152 | ETF |
| INTERNATIONAL BUSINESS MACHS COM | 47065 | 13941234 | Stock |
| APPLIED MATLS INC COM | 54070 | 13895346 | Stock |
| CHEVRON CORP NEW COM | 89503 | 13641210 | Stock |
| PNC FINL SVCS GROUP INC COM | 63481 | 13250397 | Stock |
| NETFLIX INC COM | 138865 | 13019982 | Stock |
| LOCKHEED MARTIN CORP COM | 26469 | 12802303 | Stock |
| SCHWAB U.S. LARGE-CAP VALUE ETF | 426712 | 12634935 | ETF |
| TRUIST FINL CORP COM | 253794 | 12489226 | Stock |
| VERTEX PHARMACEUTICALS INC COM | 27177 | 12320965 | Stock |
| MEDTRONIC PLC SHS | 126824 | 12182704 | Stock |
| MASTERCARD INCORPORATED CL A | 21188 | 12095970 | Stock |
| PRUDENTIAL FINL INC COM | 106434 | 12014222 | Stock |
| DUKE ENERGY CORP NEW COM NEW | 101665 | 11916187 | Stock |
| COSTCO WHOLESALE CORPORATION COM | 13771 | 11875065 | Stock |
| BROADCOM INC COM | 34217 | 11842358 | Stock |
| MERCADOLIBRE INC COM | 5825 | 11733065 | Stock |
| PFIZER INC COM | 470203 | 11708062 | Stock |
| KINDER MORGAN INC DEL COM | 421283 | 11581082 | Stock |
| PROCTER & GAMBLE CO COM | 80413 | 11524029 | Stock |
| JPMORGAN CHASE & CO. COM | 35233 | 11352764 | Stock |
| VERIZON COMMUNICATIONS INC COM | 275794 | 11233070 | Stock |
| INSULET CORP COM | 39499 | 11227196 | Stock |
| WALMART INC COM | 98076 | 10926658 | Stock |
| ELI LILLY & CO COM | 10084 | 10837517 | Stock |
| ASML HOLDING N V N Y REGISTRY SHS | 10106 | 10812005 | ADR |
| DIGITAL RLTY TR INC COM | 69857 | 10807603 | REIT |
| JOHNSON & JOHNSON COM | 51009 | 10556287 | Stock |
| GENERAL DYNAMICS CORP COM | 30623 | 10309605 | Stock |
| EMERSON ELEC CO COM | 74049 | 9827781 | Stock |
| GOLDMAN SACHS GROUP INC COM | 11053 | 9715235 | Stock |
| HOME DEPOT INC COM | 27968 | 9623620 | Stock |
| SCHWAB INTERNATIONAL EQUITY ETF | 384809 | 9250813 | ETF |
| INTUITIVE SURGICAL INC COM NEW | 16242 | 9198819 | Stock |
| OLD REP INTL CORP COM | 200302 | 9141765 | Stock |
| PHILIP MORRIS INTL INC COM | 56230 | 9019235 | Stock |
| HEWLETT PACKARD ENTERPRISE CO COM | 364010 | 8743522 | Stock |
| SIMON PPTY GROUP INC NEW COM | 45582 | 8437678 | REIT |
| SHOPIFY INC CL A SUB VTG SHS | 51588 | 8304120 | Stock |
| GILEAD SCIENCES INC COM | 67154 | 8242452 | Stock |
| QUANTA SVCS INC COM | 18866 | 7962643 | Stock |
| BOSTON SCIENTIFIC CORP COM | 82989 | 7913001 | Stock |
| DOMINION ENERGY INC COM | 134232 | 7864635 | Stock |
| AUTODESK INC COM | 26517 | 7849297 | Stock |
| UBER TECHNOLOGIES INC COM | 94762 | 7743003 | Stock |
| TARGET CORP COM | 78255 | 7649468 | Stock |
| WILLIAMS COS INC COM | 127149 | 7642923 | Stock |
| REPUBLIC SVCS INC COM | 36046 | 7639285 | Stock |
| EMCOR GROUP INC COM | 12463 | 7624739 | Stock |
| BLACKROCK INC COM | 7083 | 7581046 | Stock |
| AT&T INC COM | 301029 | 7477563 | Stock |
| INTUIT COM | 11212 | 7427081 | Stock |
| VEEVA SYS INC CL A COM | 33035 | 7374403 | Stock |
| SYNOPSYS INC COM | 15421 | 7243552 | Stock |
| AUTOMATIC DATA PROCESSING INC COM | 27366 | 7039358 | Stock |
| VICI PPTYS INC COM | 248458 | 6986639 | REIT |
| DTE ENERGY CO COM | 54088 | 6976270 | Stock |
| PULTE GROUP INC COM | 57758 | 6772756 | Stock |
| STRYKER CORPORATION COM | 18918 | 6649256 | Stock |
| FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | 41307 | 6320829 | ETF |
| KLA CORP COM NEW | 4891 | 5942529 | Stock |
| SCHWAB US AGGREGATE BOND ETF | 249985 | 5842156 | ETF |
| VANGUARD TOTAL STOCK MARKET ETF | 17158 | 5752527 | ETF |
| COCA COLA CO COM | 80923 | 5657322 | Stock |
| JANUS HENDERSON AAA CLO ETF | 111405 | 5634887 | ETF |
| AMGEN INC COM | 16789 | 5495322 | Stock |
| AMETEK INC COM | 25497 | 5234865 | Stock |
| THERMO FISHER SCIENTIFIC INC COM | 8686 | 5033148 | Stock |
| ANALOG DEVICES INC COM | 18356 | 4978238 | Stock |
| VANGUARD CORE BOND ETF | 60473 | 4710545 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | 60190 | 4501016 | ETF |
| XCEL ENERGY INC COM | 60808 | 4491277 | Stock |
| RESMED INC COM | 18018 | 4340031 | Stock |
| SCHWAB EMERGING MARKETS EQUITY ETF | 122909 | 4025273 | ETF |
| FRANKLIN U.S CORE BOND ETF | 185092 | 4002616 | ETF |
| AMERICAN TOWER CORP NEW COM | 21850 | 3836176 | REIT |
| TEMPUS AI INC CL A | 58430 | 3450292 | Stock |
| ROYAL BK CDA COM | 19732 | 3364109 | Stock |
| ISHARES RUSSELL 1000 GROWTH ETF | 6639 | 3142401 | ETF |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | 41341 | 2953840 | ETF |
| SPDR GOLD SHARES | 6486 | 2570467 | ETF |
| ORACLE CORP COM | 11634 | 2267665 | Stock |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 14664 | 2180414 | ETF |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 41804 | 2114466 | ETF |
| ISHARES ESG AWARE MSCI USA ETF | 13914 | 2072908 | ETF |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | 41245 | 1973573 | ETF |
| ALTRIA GROUP INC COM | 33017 | 1903747 | Stock |
| ISHARES CORE S&P 500 ETF | 2587 | 1771617 | ETF |
| VANGUARD GROWTH ETF | 3616 | 1763950 | ETF |
| SCHWAB U.S. BROAD MARKET ETF | 59003 | 1547645 | ETF |
| ALPHABET INC CAP STK CL C | 4335 | 1360286 | Stock |
| VANGUARD INFORMATION TECHNOLOGY ETF | 1714 | 1291865 | ETF |
| FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF | 18317 | 1269918 | ETF |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 8736 | 1253835 | ETF |
| SPDR S&P 500 ETF TRUST | 1784 | 1216459 | ETF |
| NOVO-NORDISK A S | 12500 | 1203164 | CALL |
| SCHWAB US DIVIDEND EQUITY ETF | 37279 | 1022563 | ETF |
| BANK NOVA SCOTIA HALIFAX COM | 13694 | 1009111 | Stock |
| ISHARES RUSSELL 1000 VALUE ETF | 4724 | 993646 | ETF |
| ROPER TECHNOLOGIES INC COM | 2220 | 988167 | Stock |
| ABBVIE INC COM | 4293 | 980906 | Stock |
| CATERPILLAR INC COM | 1666 | 954419 | Stock |
| SCHWAB U.S. MID-CAP ETF | 31257 | 939894 | ETF |
| ISHARES SILVER TRUST | 14455 | 931191 | ETF |
| ENTERPRISE PRODS PARTNERS L P COM | 28746 | 921601 | Stock |
| ISHARES GOLD TRUST | 11083 | 899607 | ETF |
| ISHARES CORE S&P MID-CAP ETF | 13250 | 874499 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 1699 | 854002 | Stock |
| VANGUARD RUSSELL 1000 GROWTH ETF | 6521 | 793957 | ETF |
| SCHWAB HIGH YIELD BOND ETF | 29008 | 766391 | ETF |
| MERCK & CO INC COM | 7180 | 755749 | Stock |
| ISHARES RUSSELL 1000 ETF | 2019 | 753833 | ETF |
| VANGUARD FINANCIALS ETF | 5617 | 749813 | ETF |
| PALANTIR TECHNOLOGIES INC CL A | 4096 | 728073 | Stock |
| NORTHROP GRUMMAN CORP COM | 1273 | 726053 | Stock |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 8342 | 719498 | ETF |
| ISHARES CORE HIGH DIVIDEND ETF | 5750 | 699258 | ETF |
| EATON CORP PLC SHS | 2155 | 686539 | Stock |
| ISHARES MSCI USA QUALITY FACTOR ETF | 3372 | 669681 | ETF |
| ISHARES 0-3 MONTH TREASURY BOND ETF | 6563 | 658835 | ETF |
| VANGUARD VALUE ETF | 3316 | 633252 | ETF |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 2810 | 631328 | ETF |
| ISHARES CORE S&P SMALL CAP ETF | 5138 | 617542 | ETF |
| ADOBE INC COM | 1695 | 593236 | Stock |
| VANGUARD EXTENDED MARKET ETF | 2834 | 592739 | ETF |
| WISDOMTREE EUROPE HEDGED EQUITY FUND | 11013 | 584340 | ETF |
| ADVANCED MICRO DEVICES INC COM | 2690 | 576090 | Stock |
| ISHARES EXPANDED TECH SECTOR ETF | 4423 | 571233 | ETF |
| COLGATE PALMOLIVE CO COM | 7128 | 563228 | Stock |
| ISHARES ESG AWARE MSCI EAFE ETF | 5884 | 559510 | ETF |
| SHELL PLC SPON ADS | 7536 | 553745 | ADR |
| BLACKSTONE INC COM | 3562 | 549042 | Stock |
| INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | 11748 | 534638 | ETF |
| ISHARES MSCI EAFE GROWTH ETF | 4638 | 528373 | ETF |
| GRANITESHARES 2X LONG NVDA DAILY ETF | 6000 | 528060 | ETF |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 5252 | 524570 | ETF |
| MPLX LP COM UNIT REP LTD | 9727 | 519130 | Stock |
| TESLA INC COM | 1141 | 513038 | Stock |
| MCDONALDS CORP COM | 1667 | 509490 | Stock |
| TG THERAPEUTICS INC COM | 16774 | 500033 | Stock |
| PEPSICO INC COM | 3454 | 495668 | Stock |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 7319 | 491983 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 8555 | 485990 | ETF |
| RTX CORPORATION COM | 2614 | 479408 | Stock |
| OMEGA HEALTHCARE INVS INC COM | 10461 | 463841 | REIT |
| HALLIBURTON CO COM | 16327 | 461401 | Stock |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 1512 | 459482 | ADR |
| VANGUARD RUSSELL 2000 ETF | 4565 | 454344 | ETF |
| LOWES COS INC COM | 1876 | 452410 | Stock |
| CUMMINS INC COM | 882 | 450112 | Stock |
| DEERE & CO COM | 949 | 441826 | Stock |
| ISHARES S&P 500 GROWTH ETF | 3554 | 438031 | ETF |
| CROWDSTRIKE HLDGS INC CL A | 914 | 428447 | Stock |
| BOEING CO COM | 1967 | 427142 | Stock |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 2153 | 412398 | ETF |
| INVESCO TOTAL RETURN BOND ETF | 8652 | 410278 | ETF |
| ENBRIDGE INC COM | 8533 | 408133 | Stock |
| AVANTIS INTERNATIONAL EQUITY ETF | 4858 | 399910 | ETF |
| SPDR S&P MIDCAP 400 ETF TRUST | 660 | 398165 | ETF |
| VANGUARD MID-CAP ETF | 1370 | 397694 | ETF |
| QUALCOMM INC COM | 2250 | 384792 | Stock |
| CONSTELLATION ENERGY CORP COM | 1077 | 380590 | Stock |
| DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES | 9005 | 378485 | ETF |
| REGIONS FINANCIAL CORP NEW COM | 13277 | 359807 | Stock |
| SPDR S&P 500 ETF TR | 500 | 340960 | CALL |
| VANGUARD DIVIDEND APPRECIATION ETF | 1511 | 332136 | ETF |
| HERSHEY CO COM | 1814 | 330133 | Stock |
| ISHARES CORE MSCI EAFE ETF | 3686 | 329769 | ETF |
| ISHARES ESG AWARE MSCI EM ETF | 7388 | 326328 | ETF |
| OCCIDENTAL PETE CORP COM | 7922 | 325740 | Stock |
| AMERICAN ELEC PWR CO INC COM | 2823 | 325502 | Stock |
| IRON MTN INC DEL COM | 3919 | 325081 | REIT |
| PACER GLOBAL CASH COWS DIVIDEND ETF | 7852 | 323655 | ETF |
| PUBLIC SVC ENTERPRISE GRP INC COM | 4013 | 322244 | Stock |
| ENERGY TRANSFER L P COM UT LTD PTN | 19416 | 320170 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 3000 | 320069 | ETF |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 3455 | 315701 | ETF |
| MICRON TECHNOLOGY INC COM | 1102 | 314528 | Stock |
| CHENIERE ENERGY INC COM NEW | 1617 | 314329 | Stock |
| WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | 6380 | 310459 | ETF |
| BANK MONTREAL QUE COM | 2381 | 309030 | Stock |
| JANUS HENDERSON SHORT DURATION INCOME ETF | 6190 | 304177 | ETF |
| ISHARES RUSSELL 2000 ETF | 1220 | 300383 | ETF |
| VANGUARD SMALL-CAP ETF | 1143 | 294843 | ETF |
| WELLTOWER INC COM | 1567 | 290851 | REIT |
| VANGUARD INTERMEDIATE-TERM BOND ETF | 3702 | 288319 | ETF |
| BAR HBR BANKSHARES COM | 9250 | 287213 | Stock |
| PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG | 25324 | 285401 | ADR |
| VANGUARD SMALL-CAP GROWTH ETF | 943 | 284961 | ETF |
| SCHWAB U.S. LARGE-CAP ETF | 10568 | 284380 | ETF |
| VERTIV HOLDINGS CO COM CL A | 1750 | 283518 | Stock |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 2050 | 280720 | ETF |
| BARRICK MNG CORP COM SHS | 6442 | 280549 | Stock |
| VANECK GOLD MINERS ETF | 3215 | 275765 | ETF |
| LAM RESEARCH CORP COM NEW | 1608 | 275290 | Stock |
| ALERIAN MLP ETF | 5721 | 268983 | ETF |
| HENRY JACK & ASSOC INC COM | 1462 | 266786 | Stock |
| CANADIAN PACIFIC KANSAS CITY COM | 3618 | 266393 | Stock |
| STARBUCKS CORP COM | 3148 | 265062 | Stock |
| VANGUARD LARGE-CAP ETF | 837 | 263488 | ETF |
| ISHARES CORE DIVIDEND GROWTH ETF | 3762 | 261136 | ETF |
| MOTOROLA SOLUTIONS INC COM NEW | 678 | 259722 | Stock |
| BRITISH AMERN TOB PLC SPONSORED ADR | 4547 | 257466 | ADR |
| VANGUARD INDUSTRIALS ETF | 840 | 250639 | ETF |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 3111 | 248347 | ETF |
| AMERICAN EXPRESS CO COM | 667 | 246674 | Stock |
| GRAYSCALE BITCOIN TRUST ETF | 3555 | 243020 | ETF |
| CORNING INC COM | 2746 | 240396 | Stock |
| VANGUARD ENERGY ETF | 1894 | 238492 | ETF |
| ISHARES S&P MID-CAP 400 VALUE ETF | 1799 | 236730 | ETF |
| SALESFORCE INC COM | 892 | 236412 | Stock |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 481 | 231126 | ETF |
| KKR & CO INC COM | 1810 | 230741 | Stock |
| INVESCO ULTRA SHORT DURATION ETF | 4527 | 227486 | ETF |
| ZIONS BANCORPORATION N A COM | 3851 | 225453 | Stock |
| YUM BRANDS INC COM | 1471 | 222576 | Stock |
| US BANCORP DEL COM NEW | 4060 | 216634 | Stock |
| STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 2410 | 215001 | ETF |
| VANGUARD MID-CAP VALUE ETF | 1196 | 212135 | ETF |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 2327 | 209438 | ETF |
| VANGUARD FTSE EMERGING MARKETS ETF | 3895 | 209391 | ETF |
| CENCORA INC COM | 620 | 209310 | Stock |
| DISNEY WALT CO COM | 1797 | 204445 | Stock |
| GE AEROSPACE COM NEW | 648 | 199684 | Stock |
| GENERAL MLS INC COM | 4252 | 197716 | Stock |
| 3M CO COM | 1211 | 193808 | Stock |
| EMBRAER S.A. SPONSORED ADS | 3000 | 193110 | ADR |
| FIDELITY MSCI INDUSTRIAL INDEX ETF | 2295 | 189292 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 3000 | 187408 | ETF |
| VANGUARD TOTAL WORLD STOCK ETF | 1319 | 186087 | ETF |
| UNITEDHEALTH GROUP INC COM | 559 | 184445 | Stock |
| INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | 5745 | 182966 | ETF |
| MARSH COM | 976 | 181103 | Stock |
| ISHARES BITCOIN TRUST ETF | 3630 | 180230 | ETF |
| SOUTHERN CO COM | 2066 | 180189 | Stock |
| ISHARES NATIONAL MUNI BOND ETF | 1677 | 179623 | ETF |
| DELL TECHNOLOGIES INC CL C | 1420 | 178760 | Stock |
| VANGUARD SMALL CAP VALUE ETF | 828 | 175362 | ETF |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | 1241 | 175195 | ETF |
| WISDOMTREE CYBERSECURITY FUND | 6127 | 170658 | ETF |
| VANGUARD CONSUMER DISCRETIONARY ETF | 433 | 170567 | ETF |
| SPDR PORTFOLIO EMERGING MARKETS ETF | 3621 | 169499 | ETF |
| AEYE INC CL A NEW | 90000 | 165600 | Stock |
| ROBINHOOD MKTS INC COM CL A | 1463 | 165465 | Stock |
| MORGAN STANLEY COM NEW | 917 | 162770 | Stock |
| SCHWAB U.S. SMALL-CAP ETF | 5644 | 160727 | ETF |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 2204 | 160187 | ETF |
| SCHWAB US TIPS ETF | 5860 | 155231 | ETF |
| KROGER CO COM | 2444 | 152719 | Stock |
| FRANKLIN U.S. EQUITY INDEX ETF | 2543 | 152021 | ETF |
| VALERO ENERGY CORP COM | 931 | 151635 | Stock |
| COMCAST CORP NEW CL A | 5032 | 150421 | Stock |
| VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | 3276 | 150172 | ETF |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | 6802 | 150120 | ETF |
| WELLS FARGO CO NEW COM | 1601 | 149203 | Stock |
| BANK AMERICA CORP COM | 2712 | 149156 | Stock |
| OAKTREE SPECIALTY LENDING CORP COM | 11706 | 149140 | CEF |
| VENTAS INC COM | 1918 | 148391 | REIT |
| BLACKROCK ENHANCED LARGE CAP C COM | 6250 | 146063 | CEF |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | 2433 | 145810 | ETF |
| STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | 827 | 145114 | ETF |
| MICROCHIP TECHNOLOGY INC. COM | 2277 | 145109 | Stock |
| NEXTERA ENERGY INC COM | 1799 | 144408 | Stock |
| STATE STREET SPDR S&P SEMICONDUCTOR ETF | 447 | 143798 | ETF |
| BRISTOL-MYERS SQUIBB CO COM | 2597 | 140087 | Stock |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 2530 | 138557 | ETF |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | 5429 | 138195 | ETF |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 1872 | 137734 | ETF |
| UNION PAC CORP COM | 592 | 137053 | Stock |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | 5612 | 136264 | ETF |
| ACCENTURE PLC IRELAND SHS CLASS A | 504 | 135223 | Stock |
| DIREXION DAILY FINANCIAL BULL 3X SHARES | 800 | 134664 | ETF |
| T-MOBILE US INC COM | 663 | 134621 | Stock |
| KEYCORP COM | 6499 | 134139 | Stock |
| ABBOTT LABS COM | 1067 | 133675 | Stock |
| ISHARES U.S. MEDICAL DEVICES ETF | 2148 | 133485 | ETF |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | 5693 | 133245 | ETF |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | 6291 | 133055 | ETF |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 481 | 132463 | Stock |
| COLUMBIA EM CORE EX-CHINA ETF | 3445 | 132150 | ETF |
| APOLLO GLOBAL MGMT INC COM | 897 | 129852 | Stock |
| CORTEVA INC COM | 1934 | 129634 | Stock |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 5345 | 129509 | ETF |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | 514 | 128702 | ETF |
| ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | 1157 | 127477 | ETF |
| CHIPOTLE MEXICAN GRILL INC COM | 3393 | 125541 | Stock |
| UNITED RENTALS INC COM | 154 | 124635 | Stock |
| SUPER MICRO COMPUTER INC COM NEW | 4157 | 121675 | Stock |
| GAMESTOP CORP NEW CL A | 6000 | 120480 | Stock |
| ALLSTATE CORP COM | 578 | 120311 | Stock |
| FIDELITY MSCI FINANCIALS INDEX ETF | 1544 | 120031 | ETF |
| INVESCO S&P MIDCAP QUALITY ETF | 1157 | 118451 | ETF |
| GE VERNOVA INC COM | 180 | 117643 | Stock |
| VANGUARD FTSE EUROPE ETF | 1406 | 117578 | ETF |
| FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | 2644 | 117182 | ETF |
| GABELLI DIVID & INCOME TR COM | 4184 | 116190 | CEF |
| STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF | 1004 | 114026 | ETF |
| GRAYSCALE BITCOIN MINI TRUST ETF | 2930 | 113479 | ETF |
| ALLIANCE RESOURCE PARTNERS L P UT LTD PART | 4845 | 112553 | Stock |
| TEXAS INSTRS INC COM | 647 | 112262 | Stock |
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