Claro Advisors Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Claro Advisors Inc. held in its portfolio 405 assets valued at $734,091,626 (i.e. $734.09M).

The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($39.37M), ISHARES TR ($28.57M), and ISHARES TR ($27.35M).

The chart below shows the top 10 valuable assets, and the table below shows the top 405 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Claro Advisors Inc. Portfolio
VANGUARD INDEX FDS
ISHARES TR
ISHARES TR
APPLE INC
MICROSOFT CORP
NVIDIA CORPORATION
BLACKROCK ETF TRUST
INVESCO QQQ TR
SPDR S&P 500 ETF TR
AMAZON COM INC
Claro Advisors Inc. - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
VANGUARD INDEX FDS 62769 39364535 S&P 500 ETF SHS
ISHARES TR 60362 28569310 RUS 1000 GRW ETF
ISHARES TR 130002 27344591 RUS 1000 VAL ETF
APPLE INC 88801 24141452 COM
MICROSOFT CORP 42032 20327462 COM
NVIDIA CORPORATION 103795 19357814 COM
BLACKROCK ETF TRUST 298406 18146064 ISHARES US EQUIT
INVESCO QQQ TR 25232 15500005 UNIT SER 1
SPDR S&P 500 ETF TR 22221 15152863 TR UNIT
AMAZON COM INC 64747 14944795 COM
ISHARES TR 305803 14232094 CORE UNIVRSL USD
ISHARES TR 19174 13133232 CORE S&P500 ETF
JPMORGAN CHASE & CO. 38609 12440440 COM
VANGUARD WORLD FD 45428 11410232 MEGA CAP INDEX
ISHARES INC 166559 11196126 CORE MSCI EMKT
META PLATFORMS INC 15273 10081288 CL A
ISHARES TR 48587 9650450 MSCI USA QLT FCT
ALPHABET INC 28718 8988622 CAP STK CL A
BROADCOM INC 25318 8762567 COM
FIDELITY COVINGTON TRUST 36641 8232197 MSCI INFO TECH I
ALPHABET INC 26144 8203894 CAP STK CL C
SCHWAB STRATEGIC TR 220905 7205936 US LCAP GR ETF
BLACKROCK ETF TRUST 185340 7146700 ISHARES US THEMA
SPDR SERIES TRUST 80514 6309246 STATE STREET SPD
GRAYSCALE BITCOIN TRUST ETF 90190 6165406 SHS REP COM UT
ISHARES TR 24111 6035323 MSCI USA MMENTM
TESLA INC 12282 5523289 COM
FIRST TR EXCHANGE TRADED FD 79181 5500692 RISNG DIVD ACHIV
EXXON MOBIL CORP 41760 5025384 COM
VANGUARD INDEX FDS 14838 4974824 TOTAL STK MKT
ABBVIE INC 21529 4919136 COM
J P MORGAN EXCHANGE TRADED F 82573 4726479 EQUITY PREMIUM
VANGUARD INDEX FDS 18261 4710378 SMALL CP ETF
JOHNSON & JOHNSON 21619 4474052 COM
NEOS ETF TRUST 87000 4326493 NEOS ENH INC 1-3
ISHARES TR 28098 4177888 CORE S&P TTL STK
WALMART INC 36888 4109719 COM
HOME DEPOT INC 11664 4013696 COM
PROCTER AND GAMBLE CO 27628 3959356 COM
FIRST TR EXCHANGE TRADED FD 61129 3846209 DORSEY WRT 5 ETF
ISHARES TR 54642 3606361 CORE S&P MCP ETF
ISHARES GOLD TR 43168 3503947 ISHARES NEW
ISHARES TR 10132 3474995 S&P 100 ETF
CISCO SYS INC 44897 3458381 COM
MCDONALDS CORP 11163 3411626 COM
FIRST TR EXCHNG TRADED FD VI 125003 3406905 FT VEST LADDERED
ELI LILLY & CO 3135 3368878 COM
ISHARES TR 32640 3318554 10-20 YR TRS ETF
BITWISE BITCOIN ETF TR 68116 3239597 SHS BEN INT
VANECK ETF TRUST 8945 3221344 SEMICONDUCTR ETF
KLA CORP 2592 3149699 COM NEW
ISHARES TR 43332 3094342 EAFE VALUE ETF
GLOBAL X FDS 47290 3063940 DEFENSE TECH ETF
ISHARES TR 29265 2937617 0-3 MNTH TREASRY
VANGUARD SCOTTSDALE FDS 59851 2817781 MTG-BKD SECS ETF
TORONTO DOMINION BK ONT 29318 2761721 COM NEW
FIRST TR EXCHANGE-TRADED FD 59513 2728976 SHS
HONEYWELL INTL INC 13930 2717510 COM
VANGUARD MUN BD FDS 52075 2618854 TAX EXEMPT BD
NETFLIX INC 27582 2586090 COM
ACCENTURE PLC IRELAND 9612 2578794 SHS CLASS A
ISHARES TR 47345 2503604 ISHS 1-5YR INVS
ISHARES TR 27587 2467961 CORE MSCI EAFE
BLACKROCK ETF TRUST II 46055 2430340 ISHARES FLEXIBLE
PRINCIPAL FINANCIAL GROUP IN 26978 2379691 COM
BANK AMERICA CORP 43018 2365981 COM
ISHARES TR 9244 2275601 RUSSELL 2000 ETF
PEPSICO INC 15756 2261298 COM
ORACLE CORP 11425 2226794 COM
VANGUARD CHARLOTTE FDS 45617 2204194 TOTAL INT BD ETF
ISHARES TR 15280 2092395 RUS MD CP GR ETF
VISA INC 5751 2016978 COM CL A
ISHARES TR 18138 1942809 NATIONAL MUN ETF
TJX COS INC NEW 12623 1938969 COM
EATON CORP PLC 6047 1926050 SHS
ISHARES TR 16480 1877457 EAFE GRWTH ETF
CALAMOS ETF TR 70179 1876600 AUTOCALLABLE INC
PALO ALTO NETWORKS INC 10173 1873867 COM
PACER FDS TR 42135 1869551 US SMALL CAP CAS
BITWISE 10 CRYPTO INDEX ETF 31692 1862222 UNIT BENEFICIAL
GRAYSCALE BITCOIN MINI TR ET 48061 1861403 SHS NEW
COSTCO WHSL CORP NEW 2104 1814532 COM
BLACKROCK INC 1691 1810027 COM
BERKSHIRE HATHAWAY INC DEL 3548 1783295 CL B NEW
TRAVELERS COMPANIES INC 6027 1748234 COM
INVESCO EXCHANGE TRADED FD T 28940 1715558 S&P 500 TOP 50
DISNEY WALT CO 14954 1701345 COM
GRANITESHARES ETF TR 19218 1691377 2X LONG NVDA DAI
MCKESSON CORP 2000 1640276 COM
PALANTIR TECHNOLOGIES INC 9121 1621254 CL A
BLACKROCK ETF TRUST 62103 1590468 DYNAMIC EQTY ACT
CHUBB LIMITED 5068 1581967 COM
INNOVATOR ETFS TRUST 47220 1537956 U S EQ 10 BUFFER
RTX CORPORATION 8112 1487763 COM
AMERICAN ELEC PWR CO INC 12772 1472764 COM
ISHARES TR 15497 1459185 MSCI USA MIN VOL
YUM BRANDS INC 9300 1406909 COM
ROCKET LAB CORP 20087 1401270 COM
DUKE ENERGY CORP NEW 11803 1383394 COM NEW
IRON MTN INC DEL 16515 1369904 COM
EMERSON ELEC CO 10183 1351436 COM
DRAFTKINGS INC NEW 38918 1341115 COM CL A
BITWISE ETHEREUM ETF 62648 1332523 SHS
CAPITAL GROUP NEW GEOGRAPHY 41685 1331015 SHS
VANGUARD INDEX FDS 2713 1323771 GROWTH ETF
ISHARES TR 18844 1308166 CORE DIV GRWTH
UNITEDHEALTH GROUP INC 3906 1289285 COM
INNOVATOR ETFS TRUST 38299 1283394 DEFINED WLT SHLD
SPDR GOLD TR 3230 1280170 GOLD SHS
COCA COLA CO 18263 1276736 COM
MERCK & CO INC 12042 1267530 COM
INTERNATIONAL BUSINESS MACHS 4261 1262244 COM
CROWDSTRIKE HLDGS INC 2626 1230964 CL A
ISHARES TR 13896 1211170 20 YR TR BD ETF
NORTHROP GRUMMAN CORP 2121 1209529 COM
AMERICAN CENTY ETF TR 11801 1203489 US SML CP VALU
INVESCO TR INVT GRADE MUNS 113427 1176242 COM
PFIZER INC 47111 1173059 COM
LOCKHEED MARTIN CORP 2383 1152594 COM
INVESCO EXCH TRD SLF IDX FD 58869 1152359 BULSHS 2026 CB
FIRST TR EXCHNG TRADED FD VI 23343 1096888 FT VEST US EQT
SCHWAB STRATEGIC TR 37820 1077124 US SML CAP ETF
BLACKROCK ETF TRUST 43194 1071441 DISCIPLINED VOLA
NOVO-NORDISK A S 20919 1064374 ADR
ISHARES TR 8745 1063510 CORE HIGH DV ETF
AMGEN INC 3198 1046705 COM
ENTERPRISE PRODS PARTNERS L 32564 1044002 COM
SELECT SECTOR SPDR TR 18997 1040450 STATE STREET FIN
INNOVATOR ETFS TRUST 28204 1039597 QUITY MANAGD FLR
METLIFE INC 13117 1035436 COM
VERIZON COMMUNICATIONS INC 25255 1028641 COM
GE AEROSPACE 3290 1013526 COM NEW
SELECT SECTOR SPDR TR 22585 1009782 STATE STREET ENE
ISHARES TR 8811 1002022 SP SMCP600VL ETF
VICTORY PORTFOLIOS II 19564 994625 SHORT TRM BD ETF
ENERGY TRANSFER L P 59814 986333 COM UT LTD PTN
ISHARES TR 22435 961782 0-5YR HI YL CP
BRISTOL-MYERS SQUIBB CO 17368 936843 COM
ISHARES INC 12667 920612 MSCI EMRG CHN
ISHARES TR 9945 913548 RUS TP200 VL ETF
SCHWAB STRATEGIC TR 38913 909402 US AGGREGATE B
NEOS ETF TRUST 17200 903528 NEOS S&P 500 HI
INVESCO EXCH TRADED FD TR II 7139 902853 S&P MDCP 400 REV
SCHWAB STRATEGIC TR 33370 897996 US LRG CAP ETF
PHILIP MORRIS INTL INC 5585 895819 COM
SOUTHERN CO 10230 892013 COM
ISHARES TR 7335 881481 CORE S&P SCP ETF
BOEING CO 4052 879683 COM
HANOVER INS GROUP INC 4764 870636 COM
SELECT SECTOR SPDR TR 5972 859808 STATE STREET TEC
BLACKSTONE MTG TR INC 44644 854043 COM CL A
PGIM ROCK ETF TR 29213 853614 LADDERED S&P 500
CHEVRON CORP NEW 5548 845526 COM
QXO INC 43493 838980 COM NEW
INNOVATOR ETFS TRUST 24309 833312 NASDAQ 100 MANA
SHOPIFY INC 5077 817310 CL A SUB VTG SHS
ISHARES TR 6594 812721 S&P 500 GRWT ETF
VANGUARD TAX-MANAGED FDS 12966 809958 VAN FTSE DEV MKT
PROSHARES TR 12536 807323 HGH YLD INT RATE
APPLIED MATLS INC 3138 806429 COM
SPDR INDEX SHS FDS 12516 805928 EURO STOXX 50
UBER TECHNOLOGIES INC 9855 805276 COM
ISHARES TR 12331 802740 US HLTHCARE ETF
MASTEC INC 3673 798401 COM
J P MORGAN EXCHANGE TRADED F 15559 792660 ULTRA SHT MUNCPL
SELECT SECTOR SPDR TR 18355 783590 STATE STREET UTI
COLGATE PALMOLIVE CO 9916 783541 COM
PGIM ETF TR 21861 775626 ACTV HY BD ETF
VERTEX PHARMACEUTICALS INC 1705 772918 COM
FEDERATED HERMES ETF TRUST 26941 770787 US STRATEGIC DIV
PACER FDS TR 12743 766719 US CASH COWS 100
NEUBERGER NEXT GENERATION 53004 765380 COMMON STOCK
INVESCO EXCH TRADED FD TR II 15656 762747 S&P SMALLCAP 600
SALESFORCE INC 2862 758291 COM
SEMPRA 8532 753259 COM
BLUEROCK PVT REAL ESTATE FD 50204 753060 COM
WELLS FARGO CO NEW 7810 727876 COM
GITLAB INC 19129 717912 CLASS A COM
FIRST TR EXCHANGE-TRADED FD 18955 717825 NO AMER ENERGY
SPDR DOW JONES INDL AVERAGE 1482 712171 UT SER 1
MORGAN STANLEY 3954 701879 COM NEW
MASTERCARD INCORPORATED 1221 697106 CL A
VERTIV HOLDINGS CO 4295 695772 COM CL A
ISHARES TR 5275 694138 S&P MC 400VL ETF
GENERAL DYNAMICS CORP 2053 691238 COM
SERVICENOW INC 4506 690275 COM
SCHWAB STRATEGIC TR 28618 687968 INTL EQTY ETF
SELECT SECTOR SPDR TR 4248 659012 STATE STREET IND
ROCKWELL AUTOMATION INC 1678 652957 COM
EVERSOURCE ENERGY 9680 651787 COM
CORNING INC 7246 634494 COM
AT&T INC 25236 626864 COM
ISHARES TR 2870 608633 S&P 500 VAL ETF
ANALOG DEVICES INC 2242 607970 COM
VANGUARD SPECIALIZED FUNDS 2745 603280 DIV APP ETF
GE VERNOVA INC 920 601454 COM
VANGUARD BD INDEX FDS 8110 600685 TOTAL BND MRKT
ISHARES BITCOIN TRUST ETF 12015 596525 SHS BEN INT
ESSEX PPTY TR INC 2274 594969 COM
EA SERIES TRUST 5074 583966 ALPHA ARCH 1-3
TAIWAN SEMICONDUCTOR MFG LTD 1916 582362 SPONSORED ADS
ADVANCED MICRO DEVICES INC 2704 579089 COM
LAZARD INC 11878 576796 COM
QUALCOMM INC 3288 562392 COM
GLOBAL X FDS 11717 559935 US INFR DEV ETF
FIRST TR EXCHNG TRADED FD VI 20632 557443 FT VEST INTER EQ
CITIGROUP INC 4745 553719 COM NEW
ROUNDHILL ETF TRUST 30932 541613 ETHER CVD CLL ST
ISHARES TR 1449 541115 RUS 1000 ETF
VICTORY PORTFOLIOS II 5936 540233 VCSHS US 500 VOL
WASTE MGMT INC DEL 2377 522162 COM
BLACKSTONE INC 3310 510267 COM
BANK NEW YORK MELLON CORP 4386 509192 COM
BLACKROCK ETF TRUST II 10416 507066 ISHARES HIGH YIE
PROSPECT CAP CORP 192405 498329 COM
FIRST TR EXCHANGE-TRADED FD 1823 490581 DJ INTERNT IDX
NUVEEN QUALITY MUNCP INCOME 40747 489775 COM
ISHARES TR 6890 489082 CORE MSCI EURO
STRYKER CORPORATION 1388 487769 COM
ONEOK INC NEW 6597 484870 COM
STARBUCKS CORP 5746 483870 COM
ABBOTT LABS 3858 483307 COM
UNITED PARCEL SERVICE INC 4858 481869 CL B
INVESCO EXCH TRD SLF IDX FD 24395 481561 BULSHS 2027 CB
VANGUARD INDEX FDS 1526 480385 LARGE CAP ETF
GENERAL MTRS CO 5885 478540 COM
MONSTER BEVERAGE CORP NEW 6233 477885 COM
FIDELITY WISE ORIGIN BITCOIN 6120 466529 SHS
TRANE TECHNOLOGIES PLC 1188 462406 SHS
ISHARES TR 3559 459681 EXPND TEC SC ETF
AUTODESK INC 1550 458816 COM
SPDR INDEX SHS FDS 9794 458437 PORTFOLIO EMG MK
WISDOMTREE TR 5122 458043 US QTLY DIV GRT
FEDERATED HERMES ETF TRUST 18000 457020 HERMES TOTAL RET
ROUNDHILL ETF TRUST 16057 456815 BITCOIN COVERED
UFP INDUSTRIES INC 5017 456798 COM
PNC FINL SVCS GROUP INC 2186 456190 COM
FIRST TR EXCHANGE-TRADED FD 9078 453788 FST LOW OPPT EFT
MONDELEZ INTL INC 8390 451643 CL A
AB ACTIVE ETFS INC 8903 449438 ULTRA SHORT INCM
THERMO FISHER SCIENTIFIC INC 771 446645 COM
ENOVIX CORPORATION 60678 443557 COM
SCHWAB STRATEGIC TR 16084 441172 US DIVIDEND EQ
SPDR INDEX SHS FDS 9834 436727 PORTFOLIO DEVLPD
AMERICAN EXPRESS CO 1168 432123 COM
FIRST TR EXCHANGE TRADED FD 4462 432108 NASD TECH DIV
CALAMOS ETF TR 16586 431651 S&P 500 STRUCTU
APPLOVIN CORP 638 429898 COM CL A
REGENERON PHARMACEUTICALS 557 429684 COM
FIRST TR EXCHANGE TRADED FD 5935 424044 NASDAQ CYB ETF
ISHARES TR 4132 423747 CORE S&P US VLU
VICTORY PORTFOLIOS II 10686 420801 SHARES FREE CASH
VANGUARD INTL EQUITY INDEX F 5689 418493 ALLWRLD EX US
GRAYSCALE ETHEREUM MINI TR E 14820 415858 SHS NEW
ISHARES TR 4929 415128 MSCI GBL SUS DEV
FIRST TR EXCHNG TRADED FD VI 18086 413079 VEST LADDERED SM
GOLDMAN SACHS GROUP INC 469 412057 COM
VANGUARD STAR FDS 5441 410433 VG TL INTL STK F
NIKE INC 6413 408566 CL B
VANECK ETF TRUST 3941 408130 MRNGSTR WDE MOAT
INTUITIVE SURGICAL INC 718 406647 COM NEW
WISDOMTREE TR 7049 401272 US SMALLCAP FUND
BLACKROCK ENHANCED EQUITY DI 42088 398991 COM
GENESIS ENERGY L P 25500 397800 UNIT LTD PARTN
CALAMOS ETF TR 14945 396802 NASDAQ 100 STRU
ALIBABA GROUP HLDG LTD 2680 392820 SPONSORED ADS
GRAYSCALE COINDESK CRYPTO 9403 388563 USD SHS
LAM RESEARCH CORP 2254 385856 COM NEW
INVESCO EXCHANGE TRADED FD T 8210 385214 RAFI US 1000 ETF
NU HLDGS LTD 22685 379747 ORD SHS CL A
ARISTA NETWORKS INC 2875 376712 COM SHS
ISHARES TR 3731 372637 CORE US AGGBD ET
BOSTON SCIENTIFIC CORP 3848 366901 COM
FIRST TR EXCHANGE-TRADED FD 3941 364590 CAP STRENGTH ETF
VANGUARD INDEX FDS 1256 364413 MID CAP ETF
ELEVANCE HEALTH INC FORMERLY 1039 364268 COM
FIRST TR EXCHANGE TRADED FD 8088 364045 UTILITIES ALPH
AZZ INC 3381 362393 COM
LINDE PLC 844 359872 SHS
PARKER-HANNIFIN CORP 407 357733 COM
SPDR S&P MIDCAP 400 ETF TR 592 357142 UTSER1 S&PDCRP
SELECT SECTOR SPDR TR 2287 354056 STATE STREET HEA
ISHARES TR 3680 353405 MSCI EAFE ETF
ISHARES TR 3204 353085 IBOXX INV CP ETF
YUM CHINA HLDGS INC 7391 352843 COM
CME GROUP INC 1281 349881 COM
J P MORGAN EXCHANGE TRADED F 4304 345481 JPMORGAN INTL VL
VANGUARD INDEX FDS 3903 345361 REAL ESTATE ETF
TIDAL TRUST II 12178 345243 RETURN STCKD US
ISHARES TR 3836 344320 SYSTEMATIC BD ET
PROSHARES TR 5944 344277 PSHS ULT S&P 500
NEXTERA ENERGY INC 4282 343789 COM
COMCAST CORP NEW 11443 342022 CL A
GRAYSCALE ETHEREUM TRUST ETF 14033 341985 SHS
INNOVATOR ETFS TRUST 9730 339177 INTERNATIONAL DV
CONOCOPHILLIPS 3622 339068 COM
FIRST TR EXCHANGE TRADED FD 5606 338306 FINLS ALPHADEX
IDEXX LABS INC 498 336912 COM
FIRST TR EXCHANGE-TRADED FD 7823 334747 INDXX AEROSPACE
XCEL ENERGY INC 4531 334679 COM
FIRST TR EXCHANGE TRADED FD 2577 333846 NASDQ SEMCNDTR
ISHARES TR 4968 333489 MSCI ACWI EX US
SCHWAB STRATEGIC TR 13295 333439 INT-TRM U.S TRES
ISHARES TR 1969 330745 CORE S&P US GWT
UNITED RENTALS INC 408 330228 COM
AMERICAN CENTY ETF TR 5602 329038 AVANTIS US SMALL
PAYCHEX INC 2928 328503 COM
FREEPORT-MCMORAN INC 6444 327301 CL B
DOORDASH INC 1430 323867 CL A
NEWMONT CORP 3241 323602 COM
3M CO 2006 321131 COM
CATERPILLAR INC 552 316273 COM
ISHARES TR 6450 307859 CORE 40/60 MODER
NASDAQ INC 3161 307033 COM
ETF SER SOLUTIONS 4745 302874 DEFIANCE CONNECT
VANGUARD INDEX FDS 1444 301970 EXTEND MKT ETF
BITWISE FUNDS TRUST 14949 297931 CRYPTO INDUSTRY
ISHARES TR 3113 296433 MBS ETF
SNOWFLAKE INC 1330 291749 COM SHS
PURECYCLE TECHNOLOGIES INC 33854 290806 COM
DANAHER CORPORATION 1265 289584 COM
NOVARTIS AG 2095 288901 SPONSORED ADR
EATON VANCE TAX-MANAGED GLOB 31262 288238 COM
CALAMOS ETF TR 10570 287716 NASDAQ 100 STRUC
NEOS ETF TRUST 5335 287331 NASDAQ 100 HIGH
BLACKROCK SCIENCE & TECHNOLO 7085 287232 SHS
VANGUARD SCOTTSDALE FDS 4174 286922 TOTAL WLD BD ETF
MARSH & MCLENNAN COS INC 1535 284715 COM
VANGUARD INDEX FDS 1480 282689 VALUE ETF
INVESCO ACTIVELY MANAGED EXC 11222 282466 SHORT DURATION T
UNION PAC CORP 1220 282164 COM
STRATEGY INC 1853 281564 CL A NEW
MPLX LP 5253 280353 COM UNIT REP LTD
UNILEVER PLC 4265 278931 SPON ADR NEW
INTERCONTINENTAL EXCHANGE IN 1720 278598 COM
PAYPAL HLDGS INC 4739 276646 COM
INNOVATOR ETFS TRUST 7810 275615 INNOVATOR US EQ
CENCORA INC 816 275437 COM
SCHWAB CHARLES CORP 2748 274555 COM
SELECT SECTOR SPDR TR 2291 273599 STATE STREET CON
ISHARES TR 1368 273260 U.S. TECH ETF
ISHARES TR 3960 271655 EUROPE ETF
MICRON TECHNOLOGY INC 951 271532 COM
INVESCO EXCH TRD SLF IDX FD 11597 270672 INVSCO BLSH 26
WARNER BROS DISCOVERY INC 9358 269698 COM SER A
ISHARES SILVER TR 4178 269147 ISHARES
ROUNDHILL ETF TRUST 9025 264986 RUSSELL 2000 0DT
BED BATH & BEYOND INC 48125 262763 COM
BITWISE SOLANA STAKING ETF 15940 261416 COM SHS OF BENEF
CAPITAL ONE FINL CORP 1078 261348 COM
AMERICAN TOWER CORP NEW 1484 260629 COM
EXPEDITORS INTL WASH INC 1743 259669 COM
ECOLAB INC 987 259091 COM
ISHARES TR 2686 258604 JPMORGAN USD EMG
ISHARES TR 3053 258438 CORE MSCI TOTAL
ISHARES TR 2944 253920 MSCI EAFE MIN VL
ARK ETF TR 2198 252077 AUTNMUS TECHNLGY
EAST WEST BANCORP INC 2221 249619 COM
AMPHENOL CORP NEW 1823 246308 CL A
CHIPOTLE MEXICAN GRILL INC 6558 242631 COM
ADOBE INC 692 242194 COM
INTEL CORP 6533 241068 COM
FASTENAL CO 5990 240393 COM
EDISON INTL 3973 238464 COM
CAPITAL GROUP CORE BALANCED 6725 237595 SHS
ISHARES INC 3211 236477 MSCI GBL GOLD MN
J P MORGAN EXCHANGE TRADED F 3955 229865 NASDAQ EQT PREM
J P MORGAN EXCHANGE TRADED F 3450 229184 HEDGED EQUITY LA
BAIDU INC 1726 225520 SPON ADR REP A
FEDEX CORP 779 224904 COM
ILLUMINA INC 1686 221136 COM
VANGUARD WHITEHALL FDS 1541 221130 HIGH DIV YLD
ISHARES TR 8778 219004 GLOBAL REIT ETF
NEW YORK LIFE INVTS ACTIVE E 9000 218970 NYLI MACKAY MUN
FIRST TR EXCHANGE TRADED FD 7176 217222 DJ GLBL DIVID
ISHARES TR 5702 216962 MSCI INTL VLU FT
BLOCK INC 3332 216902 CL A
PG&E CORP 13466 216399 COM
ELECTRONIC ARTS INC 1058 216203 COM
INNOVATOR ETFS TRUST 7593 216098 US SMALL CAP MNG
RIVIAN AUTOMOTIVE INC 10932 215470 COM CL A
NEW YORK LIFE INVTS ACTIVE E 9000 215460 NYLI MACKAY MUNI
NATIXIS ETF TR 3767 214985 GATEWAY QUALITY
LOWES COS INC 881 212443 COM
MEDTRONIC PLC 2191 210435 SHS
AUTOMATIC DATA PROCESSING IN 817 210260 COM
CHIME FINL INC 8346 210069 COM SHS CL A
ISHARES TR 4108 207801 ULTRA SHORT DUR
BECTON DICKINSON & CO 1069 207376 COM
PIMCO ETF TR 3954 207245 INTER MUN BD ACT
ATLASSIAN CORPORATION 1268 205594 CL A
FIGMA INC 5500 205535 CLASS A COM STK
CENTENE CORP DEL 4989 205298 COM
GLOBAL X FDS 6700 204082 CYBRSCURTY ETF
DATADOG INC 1498 203714 CL A COM
BOOKING HOLDINGS INC 38 203503 COM
FIRST TR EXCHANGE-TRADED ALP 1711 202897 COM SHS
VANGUARD INDEX FDS 1141 202380 MCAP VL IDXVIP
S&P GLOBAL INC 385 201258 COM
EA SERIES TRUST 10712 163471 BRIDGEWAY BLUE
ICAHN ENTERPRISES LP 17030 128577 DEPOSITARY UNIT
EPSILON ENERGY LTD 11528 53490 COM
NEXPOINT DIVERSIFIED REL ET 11377 43574 COM NEW
REZOLVE AI PLC 13842 35574 ORD SHS
CLEANCORE SOLUTIONS INC 68275 17752 CLASS B COM SHS