BOK Financial Private Wealth, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, BOK Financial Private Wealth, Inc. held in its portfolio 448 assets valued at $1,633,889,901 (i.e. $1.63B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($313.99M), VANGUARD INDEX FDS ($175.23M), and VANGUARD TAX-MANAGED FDS ($155.03M).
The chart below shows the top 10 valuable assets, and the table below shows the top 448 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BOK Financial Private Wealth, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 500682 | 313992547 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 359171 | 175224940 | GROWTH ETF |
| VANGUARD TAX-MANAGED FDS | 2481695 | 155031468 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 577300 | 110258511 | VALUE ETF |
| ISHARES TR | 1238582 | 81746381 | CORE S&P MCP ETF |
| VANGUARD MALVERN FDS | 1573390 | 77819848 | STRM INFPROIDX |
| ISHARES TR | 110212 | 75488786 | CORE S&P500 ETF |
| ISHARES TR | 200186 | 74757618 | RUS 1000 ETF |
| ISHARES TR | 547297 | 48961164 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 145859 | 42331199 | MID CAP ETF |
| ISHARES TR | 273079 | 33659749 | S&P 500 GRWT ETF |
| ISHARES GOLD TR | 708723 | 30468018 | SHARES REPRESENT |
| ISHARES TR | 143952 | 28591747 | MSCI USA QLT FCT |
| VANGUARD STAR FDS | 348219 | 26269666 | VG TL INTL STK F |
| ISHARES TR | 92183 | 19549275 | S&P 500 VAL ETF |
| ISHARES TR | 156348 | 18789913 | CORE S&P SCP ETF |
| APPLE INC | 63239 | 17192110 | COM |
| ALPHABET INC | 34041 | 10654712 | CAP STK CL A |
| VANGUARD INDEX FDS | 40556 | 10461306 | SMALL CP ETF |
| ISHARES TR | 143305 | 10233432 | EAFE VALUE ETF |
| SPDR SERIES TRUST | 152210 | 9296604 | STATE STREET SPD |
| ISHARES TR | 96134 | 9231785 | MSCI EAFE ETF |
| BROADCOM INC | 26338 | 9115582 | COM |
| AMAZON COM INC | 36957 | 8530415 | COM |
| SCHWAB STRATEGIC TR | 330094 | 7935451 | INTL EQTY ETF |
| MICROSOFT CORP | 14018 | 6779409 | COM |
| DIMENSIONAL ETF TRUST | 124354 | 5793653 | US MKTWIDE VALUE |
| JPMORGAN CHASE & CO. | 17091 | 5507036 | COM |
| AMPHENOL CORP NEW | 40472 | 5479355 | CL A |
| SPDR GOLD TR | 13475 | 5340278 | GOLD SHS |
| VANGUARD INTL EQUITY INDEX F | 98419 | 5290983 | FTSE EMR MKT ETF |
| SPDR S&P 500 ETF TR | 7561 | 5171115 | TR UNIT |
| VANGUARD INDEX FDS | 16328 | 5140055 | LARGE CAP ETF |
| VANGUARD INDEX FDS | 15294 | 5127620 | TOTAL STK MKT |
| ISHARES TR | 44882 | 5112960 | EAFE GRWTH ETF |
| ISHARES GOLD TR | 60999 | 4951289 | ISHARES NEW |
| MASTERCARD INCORPORATED | 8010 | 4572464 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 8926 | 4486654 | CL B NEW |
| ISHARES TR | 79341 | 4013067 | ULTRA SHORT DUR |
| INTUIT | 5994 | 3970546 | COM |
| COSTCO WHSL CORP NEW | 4572 | 3942619 | COM |
| PALO ALTO NETWORKS INC | 20403 | 3758233 | COM |
| ISHARES TR | 13877 | 3415952 | RUSSELL 2000 ETF |
| ISHARES TR | 8374 | 3239482 | RUSSELL 3000 ETF |
| VANGUARD WHITEHALL FDS | 21394 | 3070477 | HIGH DIV YLD |
| MORGAN STANLEY | 17204 | 3054274 | COM NEW |
| DBX ETF TR | 62505 | 2959934 | XTRACK MSCI EAFE |
| SCHWAB STRATEGIC TR | 100943 | 2716370 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 96572 | 2533078 | US BRD MKT ETF |
| INTERCONTINENTAL EXCHANGE IN | 15499 | 2510219 | COM |
| WALMART INC | 21491 | 2394318 | COM |
| THERMO FISHER SCIENTIFIC INC | 4075 | 2363011 | COM |
| NVIDIA CORPORATION | 12501 | 2331344 | COM |
| META PLATFORMS INC | 3487 | 2301734 | CL A |
| INVESCO EXCHANGE TRADED FD T | 11862 | 2272285 | S&P500 EQL WGT |
| ISHARES TR | 53423 | 2209576 | HDG MSCI EAFE |
| J P MORGAN EXCHANGE TRADED F | 37456 | 2159979 | EQUITY PREMIUM |
| ISHARES TR | 21121 | 2109534 | CORE US AGGBD ET |
| LENNOX INTL INC | 4189 | 2039541 | COM |
| PEPSICO INC | 13933 | 2019406 | COM |
| LOWES COS INC | 8137 | 1962319 | COM |
| ECOLAB INC | 7453 | 1962003 | COM |
| SCHWAB STRATEGIC TR | 69303 | 1900982 | US DIVIDEND EQ |
| ISHARES TR | 3850 | 1822194 | RUS 1000 GRW ETF |
| UNION PAC CORP | 7600 | 1758032 | COM |
| VANGUARD BD INDEX FDS | 22138 | 1639762 | TOTAL BND MRKT |
| ITT INC | 9182 | 1593169 | COM |
| JOHNSON & JOHNSON | 7691 | 1591653 | COM |
| VANGUARD INTL EQUITY INDEX F | 21236 | 1562121 | ALLWRLD EX US |
| CISCO SYS INC | 19986 | 1539522 | COM |
| ISHARES TR | 10674 | 1506529 | SELECT DIVID ETF |
| INVESCO QQQ TR | 2449 | 1504281 | UNIT SER 1 |
| HONEYWELL INTL INC | 7641 | 1490586 | COM |
| XYLEM INC | 10253 | 1396254 | COM |
| KEYSIGHT TECHNOLOGIES INC | 6786 | 1378848 | COM |
| VANGUARD WORLD FD | 1806 | 1361273 | INF TECH ETF |
| VANGUARD SCOTTSDALE FDS | 22753 | 1336284 | SHORT TERM TREAS |
| AMERICAN CENTY ETF TR | 16338 | 1258353 | AVANTIS EMGMKT |
| ACCENTURE PLC IRELAND | 4608 | 1236327 | SHS CLASS A |
| ABBOTT LABS | 9611 | 1204194 | COM |
| EMERSON ELEC CO | 8920 | 1183896 | COM |
| GE VERNOVA INC | 1794 | 1172505 | COM |
| ALPHABET INC | 3620 | 1135956 | CAP STK CL C |
| JACOBS SOLUTIONS INC | 8396 | 1112135 | COM |
| EXXON MOBIL CORP | 9146 | 1100630 | COM |
| MCDONALDS CORP | 3572 | 1091711 | COM |
| L3HARRIS TECHNOLOGIES INC | 3707 | 1088264 | COM |
| EDWARDS LIFESCIENCES CORP | 12085 | 1030247 | COM |
| ARISTA NETWORKS INC | 7383 | 967395 | COM SHS |
| ELI LILLY & CO | 897 | 963988 | COM |
| VANGUARD SPECIALIZED FUNDS | 4338 | 953406 | DIV APP ETF |
| UNITEDHEALTH GROUP INC | 2775 | 916056 | COM |
| BLACKROCK INC | 851 | 910860 | COM |
| ABBVIE INC | 3976 | 908477 | COM |
| EVERCORE INC | 2602 | 885331 | CLASS A |
| CARDINAL HEALTH INC | 4303 | 884267 | COM |
| VANGUARD CHARLOTTE FDS | 18232 | 880983 | TOTAL INT BD ETF |
| WASTE MGMT INC DEL | 3915 | 860165 | COM |
| DISNEY WALT CO | 7288 | 834739 | COM |
| PURE STORAGE INC | 12225 | 819198 | CL A |
| WISDOMTREE TR | 23659 | 791394 | US SMALLCAP DIVD |
| T-MOBILE US INC | 3772 | 765867 | COM |
| MOTOROLA SOLUTIONS INC | 1980 | 761370 | COM NEW |
| STRYKER CORPORATION | 2131 | 750858 | COM |
| CHURCH & DWIGHT CO INC | 8831 | 740480 | COM |
| OREILLY AUTOMOTIVE INC | 7845 | 715543 | COM |
| TRACTOR SUPPLY CO | 14224 | 711343 | COM |
| GENERAC HLDGS INC | 5125 | 698897 | COM |
| ISHARES TR | 7051 | 678800 | RUS MID CAP ETF |
| CHEVRON CORP NEW | 4391 | 669233 | COM |
| VANGUARD INDEX FDS | 7477 | 661615 | REAL ESTATE ETF |
| HARTFORD INSURANCE GROUP INC | 4550 | 630641 | COM |
| RAYMOND JAMES FINL INC | 3917 | 629032 | COM |
| UBER TECHNOLOGIES INC | 7267 | 593787 | COM |
| TEXAS INSTRS INC | 3317 | 575467 | COM |
| ISHARES TR | 2727 | 573598 | RUS 1000 VAL ETF |
| VERTEX PHARMACEUTICALS INC | 1262 | 572141 | COM |
| VANGUARD SCOTTSDALE FDS | 4660 | 567355 | VNG RUS1000GRW |
| SERVICENOW INC | 3690 | 565272 | COM |
| RAYONIER INC | 25184 | 545234 | COM |
| ORACLE CORP | 2778 | 541460 | COM |
| VANGUARD ADMIRAL FDS INC | 1200 | 533508 | 500 GRTH IDX F |
| INTERNATIONAL BUSINESS MACHS | 1783 | 528143 | COM |
| ZOETIS INC | 4011 | 504665 | CL A |
| ISHARES INC | 7435 | 499770 | CORE MSCI EMKT |
| SALESFORCE INC | 1867 | 495364 | COM |
| VANGUARD SCOTTSDALE FDS | 1638 | 491941 | VNG RUS3000IDX |
| NETFLIX INC | 5077 | 476020 | COM |
| MERCK & CO INC | 4465 | 473782 | COM |
| WILLIAMS COS INC | 7723 | 464230 | COM |
| YUM BRANDS INC | 2918 | 441436 | COM |
| ISHARES TR | 2200 | 439296 | U.S. TECH ETF |
| PHILIP MORRIS INTL INC | 2700 | 437049 | COM |
| PROCTER AND GAMBLE CO | 3034 | 434775 | COM |
| BROWN & BROWN INC | 5383 | 429026 | COM |
| VANGUARD SCOTTSDALE FDS | 4581 | 422827 | VNG RUS1000VAL |
| DIMENSIONAL ETF TRUST | 8358 | 417065 | INTERNATNAL VAL |
| VISA INC | 1175 | 412158 | COM CL A |
| INVESCO EXCH TRADED FD TR II | 3382 | 403541 | S&P 500 MOMNTM |
| BOSTON SCIENTIFIC CORP | 4214 | 401805 | COM |
| EXPAND ENERGY CORPORATION | 3546 | 391337 | COM |
| UDR INC | 10610 | 389175 | COM |
| DEERE & CO | 810 | 378424 | COM |
| ISHARES TR | 4762 | 369198 | EAFE SML CP ETF |
| DOVER CORP | 1884 | 367833 | COM |
| ROLLINS INC | 6088 | 365402 | COM |
| COCA COLA CO | 5160 | 360736 | COM |
| SELECT SECTOR SPDR TR | 3098 | 358916 | STATE STREET CON |
| DIGITAL RLTY TR INC | 2222 | 346477 | COM |
| QNITY ELECTRONICS INC | 4242 | 346360 | COMMON STOCK |
| HOME DEPOT INC | 998 | 343412 | COM |
| DUPONT DE NEMOURS INC | 8486 | 341138 | COM |
| VULCAN MATLS CO | 1176 | 335419 | COM |
| MICRON TECHNOLOGY INC | 1165 | 332637 | COM |
| CONOCOPHILLIPS | 3533 | 330725 | COM |
| SELECT SECTOR SPDR TR | 2770 | 326085 | STATE STREET COM |
| DIMENSIONAL ETF TRUST | 4434 | 308917 | US SMALL CAP ETF |
| VANGUARD INDEX FDS | 1714 | 304013 | MCAP VL IDXVIP |
| VANGUARD INDEX FDS | 1074 | 299830 | MCAP GR IDXVIP |
| ISHARES TR | 4257 | 295564 | U S EQUITY FACTR |
| ISHARES TR | 1756 | 294903 | CORE S&P US GWT |
| SOFI TECHNOLOGIES INC | 10730 | 280912 | COM |
| CATERPILLAR INC | 477 | 273259 | COM |
| FIRST TR EXCHANGE-TRADED FD | 6055 | 268479 | SHS |
| QUANTA SVCS INC | 619 | 261256 | COM |
| AUTOMATIC DATA PROCESSING IN | 1006 | 260484 | COM |
| GE AEROSPACE | 832 | 256581 | COM NEW |
| VANGUARD ADMIRAL FDS INC | 1224 | 250737 | 500 VAL IDX FD |
| BNY MELLON ETF TRUST | 1905 | 249922 | US LRG CP CORE |
| V2X INC | 4463 | 243457 | COM |
| FIRST TR EXCHANGE TRADED FD | 1773 | 230632 | CLOUD COMPUTING |
| DOW INC | 9849 | 230270 | COM |
| FIRST TR EXCHANGE-TRADED FD | 855 | 230149 | DJ INTERNT IDX |
| QUALCOMM INC | 1332 | 227839 | COM |
| KLA CORP | 186 | 226005 | COM NEW |
| SELECT SECTOR SPDR TR | 4946 | 221136 | STATE STREET ENE |
| CULLEN FROST BANKERS INC | 1712 | 216791 | COM |
| PFIZER INC | 8345 | 207791 | COM |
| THE CIGNA GROUP | 751 | 206698 | COM |
| CAMBRIA ETF TR | 2921 | 203068 | SHSHLD YIELD ETF |
| TESLA INC | 446 | 200576 | COM |
| AMENTUM HOLDINGS INC | 6910 | 200390 | COM |
| VANGUARD WORLD FD | 659 | 196633 | INDUSTRIAL ETF |
| MARKEL GROUP INC | 91 | 195619 | COM |
| BECTON DICKINSON & CO | 1000 | 194070 | COM |
| SPDR DOW JONES INDL AVERAGE | 402 | 193610 | UT SER 1 |
| NEWMONT CORP | 1827 | 182426 | COM |
| SCHWAB STRATEGIC TR | 6402 | 182328 | US SML CAP ETF |
| SELECT SECTOR SPDR TR | 1175 | 181890 | STATE STREET HEA |
| FORTINET INC | 2278 | 180896 | COM |
| MCKESSON CORP | 208 | 170791 | COM |
| FIDELITY COVINGTON TRUST | 760 | 170690 | MSCI INFO TECH I |
| FORD MTR CO | 12010 | 157572 | COM |
| ISHARES TR | 1146 | 156934 | RUS MD CP GR ETF |
| INVESCO EXCH TRADED FD TR II | 2189 | 156343 | S&P500 LOW VOL |
| BRISTOL-MYERS SQUIBB CO | 2729 | 147203 | COM |
| NICE LTD | 1295 | 146387 | SPONSORED ADR |
| INVESCO EXCHANGE TRADED FD T | 3000 | 140760 | RAFI US 1000 ETF |
| ALTRIA GROUP INC | 2379 | 139695 | COM |
| INVESCO EXCHANGE TRADED FD T | 2985 | 139325 | S&P500 PUR GWT |
| ISHARES TR | 416 | 134373 | RUS 2000 GRW ETF |
| SCHWAB STRATEGIC TR | 4860 | 132241 | FUNDAMENTAL US L |
| INVESCO EXCHANGE TRADED FD T | 1743 | 130813 | S&P500 QUALITY |
| NOVO-NORDISK A S | 2500 | 127200 | ADR |
| ISHARES TR | 849 | 126485 | ESG AWR MSCI USA |
| SCHWAB STRATEGIC TR | 3818 | 124535 | US LCAP GR ETF |
| VERIZON COMMUNICATIONS INC | 3057 | 124512 | COM |
| STARBUCKS CORP | 1438 | 121094 | COM |
| DIMENSIONAL ETF TRUST | 1623 | 120378 | US EQUITY MARKET |
| BOEING CO | 526 | 114206 | COM |
| VANGUARD WORLD FD | 528 | 111535 | CONSUM STP ETF |
| DOCUSIGN INC | 1615 | 110466 | COM |
| S&P GLOBAL INC | 211 | 110267 | COM |
| FISERV INC | 1638 | 110025 | COM |
| ISHARES TR | 2316 | 107787 | CORE UNIVRSL USD |
| SCHWAB STRATEGIC TR | 2390 | 107610 | FUNDAMENTAL INTL |
| CORTEVA INC | 1594 | 106846 | COM |
| MONDELEZ INTL INC | 1947 | 105781 | CL A |
| VERTIV HOLDINGS CO | 649 | 105145 | COM CL A |
| IQVIA HLDGS INC | 462 | 104140 | COM |
| PROSHARES TR | 1000 | 104070 | S&P 500 DV ARIST |
| SCHWAB STRATEGIC TR | 4970 | 103824 | US REIT ETF |
| DICKS SPORTING GOODS INC | 520 | 102945 | COM |
| INTUITIVE SURGICAL INC | 180 | 101945 | COM NEW |
| ISHARES TR | 1034 | 100174 | S&P MC 400GR ETF |
| YUM CHINA HLDGS INC | 2012 | 96053 | COM |
| COMSTOCK RES INC | 4111 | 95293 | COM |
| BP PLC | 2738 | 95091 | SPONSORED ADR |
| SYNCHRONY FINANCIAL | 1138 | 94944 | COM |
| PALANTIR TECHNOLOGIES INC | 524 | 93141 | CL A |
| CHECK POINT SOFTWARE TECH LT | 497 | 92224 | ORD |
| AXSOME THERAPEUTICS INC | 500 | 91320 | COM |
| FREEPORT-MCMORAN INC | 1725 | 87613 | CL B |
| NUCOR CORP | 533 | 87237 | COM |
| SHELL PLC | 1186 | 87148 | SPON ADS |
| PAN AMERN SILVER CORP | 1658 | 85901 | COM |
| ISHARES TR | 505 | 85229 | ISHARES BIOTECH |
| EOG RES INC | 802 | 84219 | COM |
| WISDOMTREE TR | 827 | 84206 | US HIGH DIVIDEND |
| BANK AMERICA CORP | 1487 | 81785 | COM |
| ENTERGY CORP NEW | 884 | 81709 | COM |
| TJX COS INC NEW | 531 | 81567 | COM |
| J P MORGAN EXCHANGE TRADED F | 1743 | 81054 | INCOME ETF |
| GSK PLC | 1600 | 79157 | SPONSORED ADR |
| AT&T INC | 3182 | 79050 | COM |
| VAIL RESORTS INC | 584 | 78852 | COM |
| SOLSTICE ADVANCED MATLS INC | 1610 | 78214 | COM SHS |
| ADVANCED MICRO DEVICES INC | 365 | 78169 | COM |
| SCHWAB STRATEGIC TR | 2436 | 76759 | FUNDAMENTAL US S |
| ISHARES TR | 423 | 76647 | RUS 2000 VAL ETF |
| KBR INC | 1862 | 75160 | COM |
| ISHARES TR | 533 | 70153 | S&P MC 400VL ETF |
| LAM RESEARCH CORP | 400 | 68576 | COM NEW |
| ISHARES TR | 745 | 68436 | RUS TP200 VL ETF |
| PROGRESSIVE CORP | 300 | 68316 | COM |
| DOUBLELINE INCOME SOLUTIONS | 6056 | 68252 | COM |
| FS SPECIALTY LENDING FD | 4776 | 67533 | COM SH BEN INT |
| TAIWAN SEMICONDUCTOR MFG LTD | 218 | 66422 | SPONSORED ADS |
| BOOKING HOLDINGS INC | 12 | 64264 | COM |
| D R HORTON INC | 444 | 63950 | COM |
| CBRE GROUP INC | 397 | 63834 | CL A |
| VANGUARD INDEX FDS | 300 | 62736 | EXTEND MKT ETF |
| BLACKSTONE INC | 400 | 61656 | COM |
| HERSHEY CO | 330 | 60011 | COM |
| FIRST TR EXCHANGE TRADED FD | 830 | 59304 | NASDAQ CYB ETF |
| FIDELITY COVINGTON TRUST | 798 | 59276 | MSCI HLTH CARE I |
| DANAHER CORPORATION | 256 | 58686 | COM |
| ISHARES TR | 1053 | 57602 | MSCI EMG MKT ETF |
| DEVON ENERGY CORP NEW | 1525 | 55861 | COM |
| SELECT SECTOR SPDR TR | 360 | 55844 | STATE STREET IND |
| ALPS ETF TR | 1200 | 55656 | EQUAL SEC ETF |
| HUNTINGTON BANCSHARES INC | 3132 | 54341 | COM |
| AMETEK INC | 264 | 54202 | COM |
| ISHARES TR | 195 | 54004 | RUS TP200 GR ETF |
| INVESCO EXCH TRADED FD TR II | 212 | 53620 | NASDAQ 100 ETF |
| BARINGS CORPORATE INVS | 2825 | 52404 | COM |
| NIKE INC | 817 | 52390 | CL B |
| CARLYLE GROUP INC | 882 | 52136 | COM |
| EAST WEST BANCORP INC | 457 | 51363 | COM |
| AKAMAI TECHNOLOGIES INC | 581 | 50693 | COM |
| RTX CORPORATION | 274 | 50252 | COM |
| ISHARES TR | 353 | 49809 | S&P SML 600 GWT |
| COLGATE PALMOLIVE CO | 618 | 48835 | COM |
| SELECT SECTOR SPDR TR | 882 | 48308 | STATE STREET FIN |
| ISHARES TR | 340 | 48107 | MSCI ACWI ETF |
| NUTRIEN LTD | 765 | 47633 | COM |
| ISHARES TR | 150 | 45173 | ISHARES SEMICDTR |
| FIDELITY COVINGTON TRUST | 1664 | 44745 | MSCI RL EST ETF |
| ASTRAZENECA PLC | 479 | 44035 | SPONSORED ADR |
| PIMCO CORPORATE & INCM STRG | 3412 | 43921 | COM |
| NORFOLK SOUTHN CORP | 150 | 43308 | COM |
| EATON VANCE TAX ADVT DIV INC | 1719 | 43285 | COM |
| ANALOG DEVICES INC | 158 | 42850 | COM |
| ISHARES TR | 450 | 42372 | MSCI USA MIN VOL |
| SIMON PPTY GROUP INC NEW | 227 | 42020 | COM |
| CROWN HLDGS INC | 408 | 42012 | COM |
| PRUDENTIAL FINL INC | 363 | 40920 | COM |
| TRAVELERS COMPANIES INC | 139 | 40315 | COM |
| PIMCO ETF TR | 399 | 40180 | ENHAN SHRT MA AC |
| HALLIBURTON CO | 1418 | 40073 | COM |
| WELLS FARGO CO NEW | 428 | 39890 | COM |
| FEDEX CORP | 133 | 38560 | COM |
| ALLSTATE CORP | 184 | 38484 | COM |
| AMDOCS LTD | 462 | 37440 | SHS |
| PHILLIPS 66 | 284 | 36648 | COM |
| ISHARES TR | 420 | 36608 | 20 YR TR BD ETF |
| SLB LIMITED | 939 | 36322 | COM STK |
| VANGUARD INDEX FDS | 120 | 36254 | SML CP GRW ETF |
| ROSS STORES INC | 200 | 36028 | COM |
| VANGUARD SCOTTSDALE FDS | 360 | 35828 | VNG RUS2000IDX |
| CORNING INC | 405 | 35422 | COM |
| STEEL DYNAMICS INC | 205 | 34884 | COM |
| ISHARES SILVER TR | 535 | 34465 | ISHARES |
| LAUDER ESTEE COS INC | 326 | 34139 | CL A |
| VEEVA SYS INC | 149 | 33262 | CL A COM |
| OCCIDENTAL PETE CORP | 800 | 33088 | COM |
| ROCKWELL AUTOMATION INC | 85 | 33071 | COM |
| MARATHON PETE CORP | 200 | 32526 | COM |
| AURINIA PHARMACEUTICALS INC | 2000 | 31900 | COM |
| NUSHARES ETF TR | 326 | 31883 | NUVEEN ESG LRGCP |
| BANK NEW YORK MELLON CORP | 272 | 31577 | COM |
| ISHARES INC | 701 | 30964 | ESG AWR MSCI EM |
| RESMED INC | 127 | 30591 | COM |
| SOUTHERN CO | 350 | 30520 | COM |
| VANGUARD WORLD FD | 146 | 30303 | MATERIALS ETF |
| UNILEVER PLC | 444 | 29038 | SPON ADR NEW |
| NUSHARES ETF TR | 635 | 28607 | NUVEEN ESG LRGVL |
| DARDEN RESTAURANTS INC | 155 | 28524 | COM |
| RAYONIER ADVANCED MATLS INC | 4734 | 27884 | COM |
| MONSTER BEVERAGE CORP NEW | 358 | 27448 | COM |
| INVESCO EXCHANGE TRADED FD T | 175 | 27411 | AEROSPACE DEFN |
| CHEMED CORP NEW | 64 | 27384 | COM |
| CARLISLE COS INC | 85 | 27189 | COM |
| BANK NOVA SCOTIA HALIFAX | 368 | 27082 | COM |
| 3M CO | 166 | 26577 | COM |
| KROGER CO | 418 | 26117 | COM |
| VANGUARD INDEX FDS | 123 | 26051 | SM CP VAL ETF |
| ISHARES TR | 181 | 25531 | RUS MDCP VAL ETF |
| MCCORMICK & CO INC | 360 | 24693 | COM NON VTG |
| BJS WHSL CLUB HLDGS INC | 274 | 24669 | COM |
| ARROW ELECTRS INC | 220 | 24240 | COM |
| APOLLO GLOBAL MGMT INC | 165 | 23886 | COM |
| FERRARI N V | 64 | 23652 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 285 | 23376 | COMMON STOCK |
| CHEMOURS CO | 1788 | 21081 | COM |
| HALEON PLC | 2000 | 20220 | SPON ADS |
| INGREDION INC | 180 | 19847 | COM |
| US BANCORP DEL | 355 | 19128 | COM NEW |
| INVESCO EXCH TRADED FD TR II | 150 | 19095 | KBW PPTY CASUT |
| COTERRA ENERGY INC | 720 | 18951 | COM |
| CANADIAN PACIFIC KANSAS CITY | 250 | 18450 | COM |
| ALLIANT ENERGY CORP | 283 | 18398 | COM |
| M & T BK CORP | 91 | 18335 | COM |
| EXPEDIA GROUP INC | 64 | 18132 | COM NEW |
| PUBLIC SVC ENTERPRISE GRP IN | 222 | 17827 | COM |
| INVESCO EXCHANGE TRADED FD T | 146 | 17522 | S&P MIDCAP 400 |
| LULULEMON ATHLETICA INC | 84 | 17457 | COM |
| CHUBB LIMITED | 54 | 16907 | COM |
| ETFS GOLD TR | 400 | 16432 | PHYSCL GOLD SHS |
| NUSHARES ETF TR | 322 | 14378 | NUVEEN ESG SMLCP |
| XCEL ENERGY INC | 187 | 13919 | COM |
| J P MORGAN EXCHANGE TRADED F | 264 | 13404 | ULTRA SHRT ETF |
| LABCORP HOLDINGS INC | 53 | 13297 | COM SHS |
| AMERICAN TOWER CORP NEW | 73 | 12941 | COM |
| GRANITE CONSTR INC | 112 | 12934 | COM |
| GLOBAL PMTS INC | 165 | 12771 | COM |
| DELL TECHNOLOGIES INC | 100 | 12588 | CL C |
| ISHARES TR | 180 | 12496 | CORE DIV GRWTH |
| MCCORMICK & CO INC | 180 | 12309 | COM VTG |
| ON HLDG AG | 262 | 12178 | NAMEN AKT A |
| ISHARES TR | 105 | 11887 | SP SMCP600VL ETF |
| WATSCO INC | 35 | 11794 | COM |
| DOMINION ENERGY INC | 200 | 11718 | COM |
| ALLIANCEBERNSTEIN HLDG L P | 300 | 11544 | UNIT LTD PARTN |
| SCHWAB CHARLES CORP | 114 | 11390 | COM |
| VANGUARD WHITEHALL FDS | 126 | 11303 | INTL HIGH ETF |
| LIBERTY GLOBAL LTD | 1000 | 11040 | COM CL C |
| SELECT SECTOR SPDR TR | 273 | 11016 | STATE STREET REA |
| INTEL CORP | 266 | 9816 | COM |
| ISHARES TR | 144 | 9667 | MSCI ACWI EX US |
| GLOBAL X FDS | 200 | 9598 | US INFR DEV ETF |
| WARNER BROS DISCOVERY INC | 331 | 9540 | COM SER A |
| ISHARES TR | 99 | 9296 | U.S. REAL ES ETF |
| NUVEEN PFD & INCOME OPPORTUN | 1137 | 9222 | COM |
| PINNACLE WEST CAP CORP | 100 | 8870 | COM |
| INVESCO EXCHANGE TRADED FD T | 189 | 8674 | RAFI US 1500 |
| CARRIER GLOBAL CORPORATION | 160 | 8455 | COM |
| SBA COMMUNICATIONS CORP NEW | 43 | 8318 | CL A |
| SCHWAB STRATEGIC TR | 273 | 8210 | US MID-CAP ETF |
| VALERO ENERGY CORP | 50 | 8140 | COM |
| ATLASSIAN CORPORATION | 50 | 8107 | CL A |
| LINDE PLC | 19 | 8102 | SHS |
| GOLDMAN SACHS GROUP INC | 9 | 7911 | COM |
| DIAMONDBACK ENERGY INC | 51 | 7667 | COM |
| OTIS WORLDWIDE CORP | 80 | 6988 | COM |
| LAMB WESTON HLDGS INC | 164 | 6870 | COM |
| FIDELITY COVINGTON TRUST | 87 | 6764 | MSCI FINLS IDX |
| KRAFT HEINZ CO | 276 | 6693 | COM |
| NUVEEN S&P 500 BUY-WRITE INC | 435 | 6395 | COM |
| MAIN STR CAP CORP | 100 | 6039 | COM |
| PGIM ETF TR | 120 | 5978 | PGIM ULTRA SH BD |
| CITIGROUP INC | 50 | 5835 | COM NEW |
| WABTEC | 27 | 5764 | COM |
| VANGUARD BD INDEX FDS | 71 | 5596 | SHORT TRM BOND |
| FIDELITY COVINGTON TRUST | 141 | 5388 | ENHANCED LARGE |
| DEXCOM INC | 80 | 5310 | COM |
| FIDELITY COVINGTON TRUST | 72 | 5215 | VLU FACTOR ETF |
| J P MORGAN EXCHANGE TRADED F | 96 | 5043 | JPMORGAM LTD DUR |
| FIDELITY COVINGTON TRUST | 191 | 4732 | MSCI ENERGY IDX |
| PACIFIC BIOSCIENCES CALIF IN | 2500 | 4675 | COM |
| FORTIVE CORP | 84 | 4638 | COM |
| SABA CAPITAL INCOME & OPPORT | 509 | 4200 | COM NEW |
| VANGUARD BD INDEX FDS | 77 | 3838 | VANGUARD ULTRA |
| KYNDRYL HLDGS INC | 127 | 3374 | COMMON STOCK |
| EATON CORP PLC | 9 | 2867 | SHS |
| SCHWAB STRATEGIC TR | 85 | 2784 | EMRG MKTEQ ETF |
| IAC INC | 70 | 2737 | COM NEW |
| DOLLAR TREE INC | 22 | 2707 | COM |
| TARGET CORP | 25 | 2444 | COM |
| EMBECTA CORP | 200 | 2376 | COMMON STOCK |
| AMGEN INC | 6 | 1964 | COM |
| OCCIDENTAL PETE CORP | 100 | 1927 | *W EXP 08/03/202 |
| AUTODESK INC | 6 | 1777 | COM |
| ISHARES TR | 7 | 1670 | MSCI USA MMENTM |
| CME GROUP INC | 6 | 1639 | COM |
| BALL CORP | 30 | 1590 | COM |
| MAGNUM ICE CREAM CO NV | 100 | 1585 | ORD SHS |
| ORGANON & CO | 218 | 1564 | COMMON STOCK |
| KIMBERLY-CLARK CORP | 15 | 1533 | COM |
| PJT PARTNERS INC | 9 | 1505 | COM CL A |
| SCHWAB STRATEGIC TR | 60 | 1403 | US AGGREGATE B |
| PIMCO DYNAMIC INCOME FD | 64 | 1148 | SHS |
| TARGA RES CORP | 6 | 1107 | COM |
| ISHARES TR | 26 | 978 | MSCI INTL VLU FT |
| FORTREA HLDGS INC | 53 | 915 | COMMON STOCK |
| EXTRA SPACE STORAGE INC | 7 | 912 | COM |
| SCHWAB STRATEGIC TR | 30 | 889 | US LCAP VA ETF |
| INVESCO SR INCOME TR | 240 | 785 | COM |
| BLACKROCK LTD DURATION INCOM | 55 | 756 | COM SHS |
| EATON VANCE TAX-MANAGED GLOB | 75 | 715 | COM |
| BLACKROCK CORE BD TR | 61 | 585 | SHS BEN INT |
| CINTAS CORP | 3 | 565 | COM |
| MFS CHARTER INCOME TR | 87 | 546 | SH BEN INT |
| BLACKROCK MUNIHOLDINGS QUALI | 51 | 512 | COM |
| ANGI INC | 36 | 466 | CL A NEW |
| VIATRIS INC | 24 | 299 | COM |
| NUVEEN QUALITY MUNCP INCOME | 20 | 241 | COM |
| PIMCO MUN INCOME FD II | 0 | 99 | COM |
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