CHOREO, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, CHOREO, LLC held in its portfolio 500 assets valued at $7,848,574,971 (i.e. $7.85B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($499.60M), VANGUARD INDEX FDS ($407.43M), and ISHARES TR ($307.23M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CHOREO, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 1016084 | 499598314 | GROWTH ETF |
| VANGUARD INDEX FDS | 2117942 | 407428465 | VALUE ETF |
| ISHARES TR | 644156 | 307230027 | RUS 1000 GRW ETF |
| APPLE INC | 911166 | 248821256 | COM |
| ISHARES TR | 2037050 | 183069658 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 800045 | 171153608 | SM CP VAL ETF |
| NVIDIA CORPORATION | 893813 | 167625384 | COM |
| VANGUARD INDEX FDS | 256152 | 161816200 | S&P 500 ETF SHS |
| VANGUARD BD INDEX FDS | 2158395 | 160303971 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 523404 | 159695830 | SML CP GRW ETF |
| VANGUARD INTL EQUITY INDEX | 2920472 | 157150609 | FTSE EMR MKT ETF |
| MICROSOFT CORP | 312019 | 152102931 | COM |
| BANK AMERICA CORP | 1971365 | 108977031 | COM |
| ISHARES TR | 136512 | 94182445 | CORE S&P500 ETF |
| AMAZON COM INC | 370101 | 86061685 | COM |
| ISHARES TR | 398421 | 84441430 | RUS 1000 VAL ETF |
| SPDR S&P 500 ETF TR | 354325 | 84331392 | TR UNIT |
| VANGUARD TAX-MANAGED FDS | 1329679 | 83490570 | VAN FTSE DEV MKT |
| ALPHABET INC | 236189 | 74127770 | CAP STK CL A |
| ISHARES INC | 1090462 | 73486225 | CORE MSCI EMKT |
| DIMENSIONAL ETF TRUST | 1426283 | 71456768 | INTERNATNAL VAL |
| VANGUARD INDEX FDS | 207438 | 70082911 | TOTAL STK MKT |
| INVESCO EXCHANGE TRADED FD | 362087 | 69958738 | S&P500 EQL WGT |
| DIMENSIONAL ETF TRUST | 928475 | 69384904 | US EQUITY MARKET |
| SCHWAB STRATEGIC TR | 2751843 | 66598383 | INTL EQTY ETF |
| ALPHABET INC | 207551 | 65289114 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 1301006 | 61056196 | US MKTWIDE VALUE |
| BERKSHIRE HATHAWAY INC DEL | 80 | 60432000 | CL A |
| ISHARES TR | 143474 | 53974764 | RUS 1000 ETF |
| META PLATFORMS INC | 80948 | 53872755 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 106867 | 53829806 | CL B NEW |
| JPMORGAN CHASE & CO. | 165515 | 53530862 | COM |
| ISHARES TR | 420047 | 52153059 | S&P 500 GRWT ETF |
| BROADCOM INC | 146949 | 51512662 | COM |
| ISHARES TR | 515056 | 49672041 | MSCI EAFE ETF |
| VANGUARD INDEX FDS | 184004 | 47927492 | SMALL CP ETF |
| ISHARES TR | 244290 | 44619579 | RUS 2000 VAL ETF |
| THOR INDS INC | 394513 | 41127980 | COM |
| SCHWAB STRATEGIC TR | 1379427 | 38141431 | US DIVIDEND EQ |
| TESLA INC | 82299 | 37398916 | COM |
| ISHARES TR | 113436 | 36951903 | RUS 2000 GRW ETF |
| SCHWAB STRATEGIC TR | 806282 | 36879353 | INTL SCEQT ETF |
| SCHWAB STRATEGIC TR | 1296003 | 35147610 | US LRG CAP ETF |
| INVESCO QQQ TR | 53158 | 32968118 | UNIT SER 1 |
| ELI LILLY & CO | 29104 | 31425023 | COM |
| ISHARES TR | 288053 | 30850487 | NATIONAL MUN ETF |
| JOHNSON & JOHNSON | 139479 | 28859587 | COM |
| ISHARES TR | 142332 | 28480614 | MSCI USA QLT FCT |
| ISHARES TR | 248791 | 28474126 | EAFE GRWTH ETF |
| VANGUARD WHITEHALL FDS | 304434 | 27959257 | INTL DVD ETF |
| SPDR SERIES TRUST | 741237 | 27717871 | STATE STREET SPD |
| VISA INC | 77063 | 27250958 | COM CL A |
| HOME DEPOT INC | 76976 | 26660556 | COM |
| ISHARES TR | 149369 | 26529813 | RUSSELL 2000 ETF |
| ISHARES TR | 325234 | 25329235 | EAFE SML CP ETF |
| ISHARES TR | 441001 | 25313438 | CRE U S REIT ETF |
| DIMENSIONAL ETF TRUST | 358655 | 25256506 | US SMALL CAP ETF |
| ABBVIE INC | 106428 | 24450733 | COM |
| ISHARES TR | 363957 | 24275949 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 74262 | 23555139 | LARGE CAP ETF |
| PHILIP MORRIS INTL INC | 142876 | 23138751 | COM |
| ISHARES TR | 315202 | 22042048 | CORE DIV GRWTH |
| EXXON MOBIL CORP | 179531 | 21721636 | COM |
| ISHARES TR | 101080 | 21586725 | S&P 500 VAL ETF |
| CHEVRON CORP NEW | 139637 | 21268019 | COM |
| DIMENSIONAL ETF TRUST | 353401 | 21257079 | US TARGETED VLU |
| VANGUARD SCOTTSDALE FDS | 67980 | 21167713 | VNG RUS1000IDX |
| WALMART INC | 184404 | 20638601 | COM |
| ISHARES TR | 216979 | 20601219 | MSCI USA MIN VOL |
| BLACKSTONE INC | 127669 | 19760534 | COM |
| ALPS ETF TR | 408204 | 19267305 | ALERIAN MLP |
| COCA COLA CO | 266704 | 18687985 | COM |
| ISHARES TR | 124142 | 18638741 | ESG AWR MSCI USA |
| WELLS FARGO CO NEW | 196324 | 18515358 | COM |
| MCDONALDS CORP | 59341 | 18278935 | COM |
| NETFLIX INC | 191333 | 18082103 | COM |
| RTX CORPORATION | 98113 | 18053776 | COM |
| COSTCO WHSL CORP NEW | 20644 | 17870309 | COM |
| VANGUARD INDEX FDS | 60809 | 17812136 | MID CAP ETF |
| CARLYLE SECURED LENDING INC | 1385100 | 17604627 | COM |
| ISHARES TR | 174816 | 17502625 | CORE US AGGBD ET |
| J P MORGAN EXCHANGE TRADED | 287937 | 16694587 | EQUITY PREMIUM |
| PROCTER AND GAMBLE CO | 115184 | 16592285 | COM |
| SCHWAB STRATEGIC TR | 481355 | 15826951 | US LCAP GR ETF |
| ORACLE CORP | 79803 | 15738022 | COM |
| ISHARES TR | 183226 | 15568720 | CORE MSCI TOTAL |
| UNITED PARCEL SERVICE INC | 154328 | 15377222 | CL B |
| AUTOMATIC DATA PROCESSING | 54497 | 14234889 | COM |
| CATERPILLAR INC | 24516 | 14155175 | COM |
| GE AEROSPACE | 45253 | 14109322 | COM NEW |
| CISCO SYS INC | 181863 | 14079110 | COM |
| MASTERCARD INCORPORATED | 24189 | 13967454 | CL A |
| ISHARES TR | 92842 | 13907708 | CORE S&P TTL STK |
| INTERNATIONAL BUSINESS | 45837 | 13845197 | COM |
| S&P GLOBAL INC | 25913 | 13674192 | COM |
| ABBOTT LABS | 108561 | 13654831 | COM |
| MERCK & CO INC | 127931 | 13568293 | COM |
| FIDELITY COVINGTON TRUST | 368467 | 13563270 | ENHANCED INTL |
| VANGUARD BD INDEX FDS | 166710 | 13146743 | SHORT TRM BOND |
| PEPSICO INC | 88143 | 12706624 | COM |
| VANGUARD INTL EQUITY INDEX | 89482 | 12704613 | TT WRLD ST ETF |
| ISHARES TR | 230222 | 12634566 | MSCI EMG MKT ETF |
| TAIWAN SEMICONDUCTOR MFG | 41851 | 12537708 | SPONSORED ADS |
| DISNEY WALT CO | 107415 | 12330188 | COM |
| PALANTIR TECHNOLOGIES INC | 67117 | 12137516 | CL A |
| UNITEDHEALTH GROUP INC | 35720 | 11864854 | COM |
| UNION PAC CORP | 46153 | 10756502 | COM |
| 3M CO | 66504 | 10718463 | COM |
| ISHARES TR | 201853 | 10684060 | ISHS 1-5YR INVS |
| GOLDMAN SACHS GROUP INC | 12010 | 10621765 | COM |
| SCHWAB CHARLES CORP | 104524 | 10509866 | COM |
| ISHARES TR | 85559 | 10411702 | CORE S&P SCP ETF |
| ASML HOLDING N V | 9358 | 10033387 | N Y REGISTRY SHS |
| MARRIOTT INTL INC NEW | 31229 | 9824936 | CL A |
| FISERV INC | 141823 | 9584090 | COM |
| MORGAN STANLEY | 53302 | 9545406 | COM NEW |
| CAPITAL ONE FINL CORP | 38464 | 9384044 | COM |
| AMERICAN EXPRESS CO | 24600 | 9185565 | COM |
| J P MORGAN EXCHANGE TRADED | 179550 | 9117527 | ULTRA SHRT ETF |
| ISHARES TR | 124182 | 8901342 | EAFE VALUE ETF |
| VANGUARD WORLD FD | 21190 | 8814851 | MEGA GRWTH IND |
| ENPHASE ENERGY INC | 268470 | 8642040 | COM |
| CHUBB LIMITED | 26669 | 8403518 | COM |
| ISHARES TR | 104099 | 8401867 | IBOXX HI YD ETF |
| DEERE & CO | 18637 | 8343021 | COM |
| VANGUARD WORLD FD | 10799 | 8217025 | INF TECH ETF |
| NEXTERA ENERGY INC | 101892 | 8205403 | COM |
| CITIGROUP INC | 69941 | 8197776 | COM NEW |
| ISHARES TR | 93482 | 8097391 | MSCI EAFE MIN VL |
| TJX COS INC NEW | 51514 | 8002648 | COM |
| ALTRIA GROUP INC | 137943 | 7968958 | COM |
| INTUIT | 11818 | 7916407 | COM |
| MICRON TECHNOLOGY INC | 26773 | 7834511 | COM |
| ISHARES GOLD TR | 95138 | 7773726 | ISHARES NEW |
| TEXAS INSTRS INC | 44294 | 7770006 | COM |
| J P MORGAN EXCHANGE TRADED | 164988 | 7675242 | INCOME ETF |
| ISHARES TR | 57863 | 7510085 | ESG MSCI KLD 400 |
| SHOPIFY INC | 45862 | 7509472 | CL A SUB VTG SHS |
| ISHARES TR | 29490 | 7454856 | MSCI USA MMENTM |
| ADVANCED MICRO DEVICES INC | 34469 | 7422471 | COM |
| LINDE PLC | 17230 | 7380657 | SHS |
| SALESFORCE INC | 27733 | 7374864 | COM |
| SPDR DOW JONES INDL AVERAGE | 15129 | 7316165 | UT SER 1 |
| EATON CORP PLC | 22654 | 7268638 | SHS |
| CUMMINS INC | 14023 | 7202230 | COM |
| SIMPSON MFG INC | 43503 | 7173152 | COM |
| BLACKROCK INC | 6584 | 7133091 | COM |
| MCKESSON CORP | 8597 | 7119423 | COM |
| INTUITIVE SURGICAL INC | 12301 | 7044194 | COM NEW |
| DBX ETF TR | 109105 | 6861591 | XTRACKRS S&P 500 |
| SHELL PLC | 92917 | 6860089 | SPON ADS |
| VERIZON COMMUNICATIONS INC | 168040 | 6839228 | COM |
| BRISTOL-MYERS SQUIBB CO | 126084 | 6835027 | COM |
| UBER TECHNOLOGIES INC | 82797 | 6799295 | COM |
| VANGUARD SCOTTSDALE FDS | 67803 | 6797226 | VNG RUS2000IDX |
| ANALOG DEVICES INC | 24706 | 6789702 | COM |
| ISHARES INC | 93299 | 6786580 | MSCI EMRG CHN |
| PIMCO ETF TR | 67327 | 6777136 | ENHAN SHRT MA AC |
| LOCKHEED MARTIN CORP | 13878 | 6772533 | COM |
| HOWMET AEROSPACE INC | 32400 | 6732960 | COM |
| LOWES COS INC | 27618 | 6716210 | COM |
| AT&T INC | 269925 | 6696862 | COM |
| THERMO FISHER SCIENTIFIC | 11408 | 6656181 | COM |
| ISHARES TR | 61460 | 6606028 | INTRM GOV CR ETF |
| ALERUS FINL CORP | 294571 | 6559960 | COM |
| APPLIED MATLS INC | 25115 | 6529197 | COM |
| CLIMB GLOBAL SOLUTIONS INC | 61551 | 6366209 | COM |
| BOEING CO | 29124 | 6363613 | COM |
| AMGEN INC | 19279 | 6336669 | COM |
| WOODWARD INC | 20896 | 6333508 | COM |
| QUALCOMM INC | 36455 | 6330393 | COM |
| BOOKING HOLDINGS INC | 1158 | 6297980 | COM |
| KLA CORP | 5037 | 6264421 | COM NEW |
| GE VERNOVA INC | 9394 | 6196417 | COM |
| CAPITAL GROUP DIVIDEND | 140231 | 6160349 | SHS CREATION UNI |
| NORFOLK SOUTHN CORP | 21175 | 6143192 | COM |
| HONEYWELL INTL INC | 30744 | 6036979 | COM |
| NOVO-NORDISK A S | 117028 | 5994180 | ADR |
| ETFS GOLD TR | 144752 | 5988390 | PHYSCL GOLD SHS |
| PARKER-HANNIFIN CORP | 6729 | 5980463 | COM |
| DUKE ENERGY CORP NEW | 50449 | 5936820 | COM NEW |
| SERVICENOW INC | 38468 | 5936034 | COM |
| CONOCOPHILLIPS | 62530 | 5884087 | COM |
| CVS HEALTH CORP | 73357 | 5857594 | COM |
| LAM RESEARCH CORP | 33321 | 5852804 | COM NEW |
| SELECT SECTOR SPDR TR | 40144 | 5837330 | STATE STREET TEC |
| SPDR GOLD TR | 14592 | 5815524 | GOLD SHS |
| VANGUARD WORLD FD | 45275 | 5732667 | ENERGY ETF |
| GILEAD SCIENCES INC | 45464 | 5600236 | COM |
| VANGUARD SCOTTSDALE FDS | 70052 | 5590819 | SHRT TRM CORP BD |
| SELECT SECTOR SPDR TR | 136763 | 5568969 | STATE STREET REA |
| PALO ALTO NETWORKS INC | 29670 | 5543768 | COM |
| AMPHENOL CORP NEW | 40649 | 5536452 | CL A |
| VANGUARD WHITEHALL FDS | 38164 | 5516623 | HIGH DIV YLD |
| OREILLY AUTOMOTIVE INC | 60177 | 5504372 | COM |
| COMCAST CORP NEW | 176755 | 5297339 | CL A |
| BOSTON SCIENTIFIC CORP | 54226 | 5206238 | COM |
| COUPANG INC | 211322 | 5099200 | CL A |
| ISHARES TR | 52908 | 5050044 | MBS ETF |
| MEDTRONIC PLC | 51353 | 4963615 | SHS |
| SPDR INDEX SHS FDS | 110899 | 4946109 | PORTFOLIO DEVLPD |
| INVESCO EXCHANGE TRADED FD | 95074 | 4930985 | DIVID ACHIEVEV |
| STRYKER CORPORATION | 13857 | 4907068 | COM |
| ARCH CAP GROUP LTD | 50748 | 4905343 | ORD |
| EMERSON ELEC CO | 36240 | 4902872 | COM |
| BANK NEW YORK MELLON CORP | 41922 | 4899373 | COM |
| US BANCORP DEL | 88059 | 4782473 | COM NEW |
| SOUTHERN CO | 54257 | 4751304 | COM |
| SPOTIFY TECHNOLOGY S A | 8187 | 4721521 | SHS |
| ASTRAZENECA PLC | 50441 | 4666263 | SPONSORED ADR |
| ACCENTURE PLC IRELAND | 17202 | 4644409 | SHS CLASS A |
| WISDOMTREE TR | 51318 | 4621186 | US QTLY DIV GRT |
| NOVARTIS AG | 33223 | 4608669 | SPONSORED ADR |
| FEDEX CORP | 15771 | 4590324 | COM |
| BLACKSTONE MTG TR INC | 232024 | 4584794 | COM CL A |
| ISHARES TR | 46123 | 4485954 | RUS MID CAP ETF |
| ENTERPRISE PRODS PARTNERS L | 139054 | 4465057 | COM |
| WASTE MGMT INC DEL | 19550 | 4342479 | COM |
| SAP SE | 17673 | 4322599 | SPON ADR |
| VANGUARD INDEX FDS | 24146 | 4318201 | MCAP VL IDXVIP |
| ISHARES TR | 74962 | 4305064 | CALIF MUN BD ETF |
| WORLD GOLD TR | 48980 | 4207382 | SPDR GLD MINIS |
| REGENERON PHARMACEUTICALS | 5432 | 4203709 | COM |
| PFIZER INC | 165274 | 4130352 | COM |
| CROWDSTRIKE HLDGS INC | 8659 | 4118708 | CL A |
| SELECT SECTOR SPDR TR | 42436 | 4118096 | STATE STREET CON |
| TRAVELERS COMPANIES INC | 13970 | 4099105 | COM |
| ADOBE INC | 11584 | 4083616 | COM |
| SPROTT ASSET MANAGEMENT LP | 86438 | 4080747 | PHYSICAL GOLD AN |
| ILLINOIS TOOL WKS INC | 16265 | 4079646 | COM |
| MONDELEZ INTL INC | 73763 | 4042940 | CL A |
| J P MORGAN EXCHANGE TRADED | 68219 | 4031048 | NASDAQ EQT PREM |
| SHERWIN WILLIAMS CO | 12157 | 3965192 | COM |
| TRANE TECHNOLOGIES PLC | 10081 | 3957843 | SHS |
| VANGUARD INDEX FDS | 44034 | 3928695 | REAL ESTATE ETF |
| METLIFE INC | 49179 | 3923527 | COM |
| SYNOPSYS INC | 8267 | 3922474 | COM |
| STATE STR CORP | 29925 | 3900408 | COM |
| INTEL CORP | 104443 | 3895735 | COM |
| PUBLIC SVC ENTERPRISE GRP | 47619 | 3885082 | COM |
| STARBUCKS CORP | 45505 | 3879303 | COM |
| VANGUARD SPECIALIZED FUNDS | 17466 | 3868190 | DIV APP ETF |
| API GROUP CORP | 99343 | 3860450 | COM STK |
| FIRST TR EXCHANGE-TRADED FD | 26755 | 3841282 | NASDAQ-100 SEL |
| PROGRESSIVE CORP | 16213 | 3728531 | COM |
| DANAHER CORPORATION | 16093 | 3712288 | COM |
| ALLIANT ENERGY CORP | 56630 | 3704744 | COM |
| SELECT SECTOR SPDR TR | 66637 | 3677048 | STATE STREET FIN |
| AIR PRODS & CHEMS INC | 14726 | 3664157 | COM |
| J P MORGAN EXCHANGE TRADED | 39047 | 3657142 | BETABUILDERS CDA |
| CONSTELLATION ENERGY CORP | 10194 | 3640495 | COM |
| VANGUARD WORLD FD | 29450 | 3589072 | ESG US STK ETF |
| DIMENSIONAL ETF TRUST | 89407 | 3568233 | US CORE EQUITY 2 |
| SELECT SECTOR SPDR TR | 22823 | 3553024 | STATE STREET HEA |
| SPDR S&P MIDCAP 400 ETF TR | 54079 | 3538298 | UTSER1 S&PDCRP |
| J P MORGAN EXCHANGE TRADED | 52472 | 3468399 | BETABULDRS JAPAN |
| SCHWAB STRATEGIC TR | 130796 | 3458250 | US BRD MKT ETF |
| ISHARES TR | 24793 | 3434044 | RUS MD CP GR ETF |
| QUANTA SVCS INC | 7914 | 3393529 | COM |
| JOHNSON CTLS INTL PLC | 28031 | 3390069 | SHS |
| T-MOBILE US INC | 16426 | 3347510 | COM |
| HAWKINS INC | 23292 | 3345430 | COM |
| RENAISSANCERE HLDGS LTD | 11550 | 3281065 | COM |
| CME GROUP INC | 11816 | 3259272 | COM |
| ISHARES TR | 16145 | 3253371 | U.S. TECH ETF |
| PNC FINL SVCS GROUP INC | 15387 | 3247548 | COM |
| UBS GROUP AG | 69586 | 3237122 | SHS |
| ARISTA NETWORKS INC | 24264 | 3213527 | COM SHS |
| APPLOVIN CORP | 4612 | 3199242 | COM CL A |
| VERTEX PHARMACEUTICALS INC | 7008 | 3179616 | COM |
| LUMEN TECHNOLOGIES INC | 402828 | 3150116 | COM |
| SELECT SECTOR SPDR TR | 70020 | 3148098 | STATE STREET ENE |
| ISHARES TR | 32592 | 3144671 | 7-10 YR TRSY BD |
| OMEGA HEALTHCARE INVS INC | 69854 | 3130530 | COM |
| SCHWAB STRATEGIC TR | 103457 | 3087170 | US LCAP VA ETF |
| VANGUARD CHARLOTTE FDS | 63789 | 3086099 | TOTAL INT BD ETF |
| PHILLIPS 66 | 23698 | 3070268 | COM |
| FAIR ISAAC CORP | 1756 | 3064941 | COM |
| UNILEVER PLC | 46706 | 3064515 | SPON ADR NEW |
| SIMON PPTY GROUP INC NEW | 16071 | 3041708 | COM |
| ISHARES TR | 28698 | 3039090 | GLOBAL TECH ETF |
| BOYD GAMING CORP | 35109 | 3014459 | COM |
| BANCO BILBAO VIZCAYA | 126728 | 2971782 | SPONSORED ADR |
| SONY GROUP CORP | 115416 | 2968641 | SPONSORED ADR |
| ISHARES TR | 8581 | 2961313 | S&P 100 ETF |
| APOLLO GLOBAL MGMT INC | 20211 | 2952030 | COM |
| SMARTSTOP SELF STORAG REIT | 93730 | 2941247 | COMMON STOCK |
| GENERAL DYNAMICS CORP | 8622 | 2926895 | COM |
| CARRIER GLOBAL CORPORATION | 54658 | 2920379 | COM |
| VANECK ETF TRUST | 8003 | 2907720 | SEMICONDUCTR ETF |
| SPDR INDEX SHS FDS | 61144 | 2863357 | PORTFOLIO EMG MK |
| EXPEDIA GROUP INC | 10025 | 2857308 | COM NEW |
| MARKEL GROUP INC | 1310 | 2847276 | COM |
| THE CIGNA GROUP | 10264 | 2837866 | COM |
| INTERCONTINENTAL EXCHANGE | 17188 | 2811011 | COM |
| VANGUARD INDEX FDS | 9917 | 2797811 | MCAP GR IDXVIP |
| KROGER CO | 44105 | 2764530 | COM |
| MERCADOLIBRE INC | 1345 | 2718918 | COM |
| AON PLC | 7614 | 2714239 | SHS CL A |
| AVERY DENNISON CORP | 14804 | 2711585 | COM |
| CAPITAL GROUP CORE EQUITY | 65977 | 2672738 | SHS CREATION UNI |
| ISHARES BITCOIN TRUST ETF | 53624 | 2672084 | SHS BEN INT |
| TWILIO INC | 18529 | 2670809 | CL A |
| ISHARES SILVER TR | 38576 | 2655482 | ISHARES |
| SNAP ON INC | 7589 | 2653501 | COM |
| DIMENSIONAL ETF TRUST | 56095 | 2645441 | US CORE EQT MKT |
| FIRST FINL BANCORP OH | 104647 | 2642337 | COM |
| VANGUARD WORLD FD | 18572 | 2639274 | MEGA CAP VAL ETF |
| CADENCE DESIGN SYSTEM INC | 8346 | 2633941 | COM |
| SEA LTD | 20505 | 2631819 | SPONSORD ADS |
| GE HEALTHCARE TECHNOLOGIES | 31357 | 2612988 | COMMON STOCK |
| UNITED RENTALS INC | 3191 | 2607749 | COM |
| VANGUARD WORLD FD | 10125 | 2559883 | MEGA CAP INDEX |
| NORTHROP GRUMMAN CORP | 4430 | 2545611 | COM |
| ARES MANAGEMENT CORPORATION | 15468 | 2542283 | CL A COM STK |
| PAYCHEX INC | 22383 | 2538045 | COM |
| J P MORGAN EXCHANGE TRADED | 49394 | 2534886 | MORTGAGE BACKED |
| HCA HEALTHCARE INC | 5340 | 2527086 | COM |
| COLGATE PALMOLIVE CO | 31777 | 2526597 | COM |
| ISHARES TR | 23601 | 2518032 | SHRT NAT MUN ETF |
| WELLTOWER INC | 13392 | 2517789 | COM |
| AMPLIFY ETF TR | 55303 | 2502999 | CWP ENHANCED DIV |
| ISHARES TR | 26126 | 2495812 | ESG AW MSCI EAFE |
| DARDEN RESTAURANTS INC | 13417 | 2481448 | COM |
| GALLAGHER ARTHUR J & CO | 9413 | 2464735 | COM |
| ISHARES TR | 17257 | 2457105 | RUS MDCP VAL ETF |
| SEAGATE TECHNOLOGY HLDNGS | 8716 | 2441046 | ORD SHS |
| PRUDENTIAL FINL INC | 21412 | 2434294 | COM |
| AMERICAN ELEC PWR CO INC | 20854 | 2418732 | COM |
| MARTIN MARIETTA MATLS INC | 3813 | 2410321 | COM |
| EAGLE FINL SVCS INC | 60400 | 2398484 | COM |
| SCHWAB STRATEGIC TR | 77518 | 2354989 | US MID-CAP ETF |
| MARSH & MCLENNAN COS INC | 12367 | 2317103 | COM |
| TOAST INC | 63661 | 2310258 | CL A |
| KKR & CO INC | 17927 | 2306186 | COM |
| MOODYS CORP | 4448 | 2293967 | COM |
| AXON ENTERPRISE INC | 3985 | 2279858 | COM |
| MARATHON PETE CORP | 13683 | 2241585 | COM |
| TE CONNECTIVITY PLC | 9669 | 2227437 | ORD SHS |
| SNOWFLAKE INC | 9965 | 2212627 | COM SHS |
| RIO TINTO PLC | 27448 | 2210113 | SPONSORED ADR |
| ANHEUSER BUSCH INBEV SA/NV | 34014 | 2197653 | SPONSORED ADR |
| CINTAS CORP | 11507 | 2190358 | COM |
| AUTODESK INC | 7260 | 2174654 | COM |
| GSK PLC | 43717 | 2155259 | SPONSORED ADR |
| AMERICAN INTL GROUP INC | 24708 | 2128077 | COM NEW |
| SELECT SECTOR SPDR TR | 17779 | 2103110 | STATE STREET COM |
| D R HORTON INC | 14365 | 2090523 | COM |
| F N B CORP | 120677 | 2090130 | COM |
| ECOLAB INC | 7890 | 2086754 | COM |
| HSBC HLDGS PLC | 26312 | 2086018 | SPON ADR NEW |
| HILTON GRAND VACATIONS INC | 46078 | 2084569 | COM |
| TARGET CORP | 21311 | 2076322 | COM |
| CANADIAN PACIFIC KANSAS | 27924 | 2074474 | COM |
| CORTEVA INC | 30746 | 2071371 | COM |
| J P MORGAN EXCHANGE TRADED | 36326 | 2064407 | BETABUILDERS DEV |
| AMERIPRISE FINL INC | 4174 | 2063680 | COM |
| HALEON PLC | 204232 | 2058658 | SPON ADS |
| ROBINHOOD MKTS INC | 17805 | 2055629 | COM CL A |
| PROLOGIS INC. | 15813 | 2054364 | COM |
| DOMINION ENERGY INC | 34759 | 2052840 | COM |
| KEYSIGHT TECHNOLOGIES INC | 9948 | 2049421 | COM |
| ISHARES TR | 19995 | 2048273 | 0-5 YR TIPS ETF |
| ISHARES TR | 16678 | 2038755 | CORE HIGH DV ETF |
| ROYAL CARIBBEAN GROUP | 7216 | 2032863 | COM |
| OCCIDENTAL PETE CORP | 48998 | 2031472 | COM |
| SS&C TECHNOLOGIES HLDGS INC | 22768 | 2014968 | COM |
| CSX CORP | 55161 | 2008973 | COM |
| HILTON WORLDWIDE HLDGS INC | 6898 | 2003337 | COM |
| SELECT SECTOR SPDR TR | 46442 | 1995235 | STATE STREET UTI |
| ROBLOX CORP | 24348 | 1991910 | CL A |
| NEWMONT CORP | 19517 | 1988006 | COM |
| ULTA BEAUTY INC | 3274 | 1986958 | COM |
| DIMENSIONAL ETF TRUST | 60392 | 1984490 | WORLD EX US CORE |
| VANGUARD STAR FDS | 26153 | 1981356 | VG TL INTL STK F |
| GENERAL MTRS CO | 24031 | 1978443 | COM |
| DOORDASH INC | 8648 | 1972897 | CL A |
| LAUDER ESTEE COS INC | 18528 | 1961003 | CL A |
| SANOFI SA | 40163 | 1957566 | SPONSORED ADR |
| MONSTER BEVERAGE CORP NEW | 25268 | 1955967 | COM |
| SLB LIMITED | 50643 | 1952274 | COM STK |
| AMERICAN TOWER CORP NEW | 10991 | 1942361 | COM |
| DUPONT DE NEMOURS INC | 47244 | 1926852 | COM |
| OLD REP INTL CORP | 41614 | 1924213 | COM |
| SELECT SECTOR SPDR TR | 12211 | 1910061 | STATE STREET IND |
| ZOETIS INC | 15049 | 1902369 | CL A |
| ELEVANCE HEALTH INC | 5452 | 1901700 | COM |
| VALERO ENERGY CORP | 11518 | 1898912 | COM |
| ROCKWELL AUTOMATION INC | 4797 | 1888421 | COM |
| HEALTHEQUITY INC | 20146 | 1863488 | COM |
| LAMAR ADVERTISING CO NEW | 14463 | 1861549 | CL A |
| TRANSDIGM GROUP INC | 1410 | 1856546 | COM |
| TOYOTA MOTOR CORP | 8574 | 1842218 | ADS |
| FREEPORT-MCMORAN INC | 35654 | 1832959 | CL B |
| PIMCO DYNAMIC INCOME | 97919 | 1829127 | COM SHS BEN INT |
| WESTERN DIGITAL CORP | 10348 | 1821876 | COM |
| VANGUARD SCOTTSDALE FDS | 14811 | 1818036 | VNG RUS1000GRW |
| ISHARES TR | 25495 | 1816519 | CORE MSCI EURO |
| AMETEK INC | 8669 | 1794640 | COM |
| HDFC BANK LTD | 49097 | 1789090 | SPONSORED ADS |
| AGNICO EAGLE MINES LTD | 10381 | 1783926 | COM |
| KINDER MORGAN INC DEL | 64643 | 1782856 | COM |
| NUCOR CORP | 10740 | 1770028 | COM |
| WORKDAY INC | 8059 | 1748322 | CL A |
| PACCAR INC | 15722 | 1744476 | COM |
| HASBRO INC | 20970 | 1733617 | COM |
| QNITY ELECTRONICS INC | 20563 | 1727463 | COMMON STOCK |
| CORNING INC | 19407 | 1724545 | COM |
| WILLIAMS COS INC | 28599 | 1720510 | COM |
| COINBASE GLOBAL INC | 7401 | 1714075 | COM CL A |
| SEMPRA | 19181 | 1708794 | COM |
| ISHARES TR | 11986 | 1706912 | MSCI ACWI ETF |
| TOTALENERGIES SE | 25580 | 1686324 | ACT |
| WABTEC | 7775 | 1684696 | COM |
| ISHARES TR | 15287 | 1683521 | TIPS BD ETF |
| MANULIFE FINL CORP | 46060 | 1682572 | COM |
| FS SPECIALTY LENDING FD | 120342 | 1681178 | COM SH BEN INT |
| MEDICAL PPTYS TRUST INC | 332111 | 1680482 | COM |
| BANCO SANTANDER SA | 141059 | 1670139 | ADR |
| COGNIZANT TECHNOLOGY | 19782 | 1664458 | CL A |
| VERTIV HOLDINGS CO | 10085 | 1657394 | COM CL A |
| AMEREN CORP | 16280 | 1651594 | COM |
| ISHARES INC | 36934 | 1638009 | ESG AWR MSCI EM |
| ISHARES TR | 24869 | 1631570 | MRGSTR SM CP ETF |
| ALCON AG | 20564 | 1630908 | ORD SHS |
| TRUIST FINL CORP | 32502 | 1610815 | COM |
| BP PLC | 46267 | 1607762 | SPONSORED ADR |
| DELTA AIR LINES INC DEL | 23108 | 1602299 | COM NEW |
| CBRE GROUP INC | 9727 | 1588543 | CL A |
| J P MORGAN EXCHANGE TRADED | 17450 | 1586729 | U S TECH LEADERS |
| ROSS STORES INC | 8656 | 1573919 | COM |
| EBAY INC. | 18026 | 1570064 | COM |
| ISHARES TR | 18839 | 1560778 | 1 3 YR TREAS BD |
| EOG RES INC | 14673 | 1550349 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 22564 | 1548417 | SHS REP COM UT |
| ALLSTATE CORP | 7367 | 1547823 | COM |
| LABCORP HOLDINGS INC | 6098 | 1543289 | COM SHS |
| TAKE-TWO INTERACTIVE | 5975 | 1541008 | COM |
| MSCI INC | 2644 | 1539229 | COM |
| HP INC | 66215 | 1539205 | COM |
| BRITISH AMERN TOB PLC | 27081 | 1531444 | SPONSORED ADR |
| TYSON FOODS INC | 25779 | 1525619 | CL A |
| REALTY INCOME CORP | 26698 | 1521968 | COM |
| COPART INC | 38502 | 1520814 | COM |
| STIFEL FINL CORP | 11917 | 1512744 | COM |
| VANGUARD INTL EQUITY INDEX | 17922 | 1504527 | FTSE EUROPE ETF |
| SCHWAB STRATEGIC TR | 56635 | 1503080 | US TIPS ETF |
| ENBRIDGE INC | 31250 | 1501574 | COM |
| BLACKROCK ETF TRUST II | 30829 | 1500749 | ISHARES HIGH YIE |
| ISHARES TR | 64913 | 1497861 | US TREAS BD ETF |
| MITSUBISHI UFJ FINL GROUP | 93557 | 1490363 | SPONSORED ADS |
| INTERNATIONAL | 21910 | 1488363 | COM |
| PPL CORP | 41644 | 1482780 | COM |
| CANADIAN NATL RY CO | 14928 | 1482521 | COM |
| PRINCIPAL FINANCIAL GROUP | 16630 | 1478448 | COM |
| TRACTOR SUPPLY CO | 29349 | 1478022 | COM |
| CARDINAL HEALTH INC | 7119 | 1475156 | COM |
| AFLAC INC | 13268 | 1470077 | COM |
| WHEATON PRECIOUS METALS | 12344 | 1467455 | COM |
| L3HARRIS TECHNOLOGIES INC | 4957 | 1464592 | COM |
| BORGWARNER INC | 32006 | 1463647 | COM |
| EDWARDS LIFESCIENCES CORP | 16980 | 1463647 | COM |
| ISHARES TR | 6707 | 1451087 | US AER DEF ETF |
| CENCORA INC | 4236 | 1440464 | COM |
| SCHWAB STRATEGIC TR | 49690 | 1427590 | US SML CAP ETF |
| LKQ CORP | 46088 | 1419959 | COM |
| BROOKFIELD CORP | 30158 | 1417387 | CL A LTD VT SH |
| J P MORGAN EXCHANGE TRADED | 28044 | 1416059 | FLEXIBLE DEBT ET |
| SCHWAB STRATEGIC TR | 67231 | 1414542 | US REIT ETF |
| VANGUARD WORLD FD | 10499 | 1412147 | FINANCIALS ETF |
| NU HLDGS LTD | 83108 | 1402868 | ORD SHS CL A |
| ISHARES TR | 9971 | 1401085 | ESG OPTIMIZED |
| XCEL ENERGY INC | 18866 | 1399661 | COM |
| FOMENTO ECONOMICO MEXICANO | 13882 | 1397084 | SPON ADR UNITS |
| HUMANA INC | 5388 | 1395640 | COM |
| SYSCO CORP | 18799 | 1394865 | COM |
| HIGHLAND OPPS & INCOME FD | 230630 | 1389843 | HIGHLAND INCOME |
| FERGUSON ENTERPRISES INC | 6099 | 1375695 | COMMON STOCK NEW |
| DIREXION SHS ETF TR | 145304 | 1371047 | DLY S&P500 BR 1X |
| SUMITOMO MITSUI FINL GROUP | 70655 | 1370000 | SPONSORED ADR |
| CONSOLIDATED EDISON INC | 13688 | 1367298 | COM |
| ISHARES INC | 16850 | 1364523 | MSCI JAPAN ETF |
| CASEYS GEN STORES INC | 2424 | 1361131 | COM |
| IDEXX LABS INC | 1994 | 1360807 | COM |
| PIMCO ETF TR | 48595 | 1360174 | COMMODITY STRAT |
| BAKER HUGHES COMPANY | 29407 | 1355352 | CL A |
| BXP INC | 19397 | 1343434 | COM |
| WARNER BROS DISCOVERY INC | 46183 | 1336228 | COM SER A |
| CBOE GLOBAL MKTS INC | 5230 | 1331359 | COM |
| KRAFT HEINZ CO | 54236 | 1324982 | COM |
| OTIS WORLDWIDE CORP | 15050 | 1324530 | COM |
| UNITED AIRLS HLDGS INC | 11869 | 1323586 | COM |
| FASTENAL CO | 32291 | 1319742 | COM |
| FIDELITY WISE ORIGIN | 17129 | 1311259 | SHS |
| VEEVA SYS INC | 5824 | 1308350 | CL A COM |
| ZIMMER BIOMET HOLDINGS INC | 14382 | 1305750 | COM |
| KIMBERLY-CLARK CORP | 12809 | 1301441 | COM |
| ISHARES TR | 9135 | 1299143 | SELECT DIVID ETF |
| YUM BRANDS INC | 8532 | 1298342 | COM |
| CARNIVAL CORP | 41766 | 1287243 | UNIT 99/99/9999 |
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