Clearstead Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Clearstead Advisors, LLC held in its portfolio 500 assets valued at $7,933,576,607 (i.e. $7.93B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($733.95M), ISHARES TR ($296.51M), and APPLE INC ($268.44M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Clearstead Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 1170336 | 733953371 | S&P 500 ETF SHS |
| ISHARES TR | 432901 | 296511033 | CORE S&P500 ETF |
| APPLE INC | 987417 | 268439125 | COM |
| ISHARES TR | 547774 | 259261740 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 701621 | 203624386 | MID CAP ETF |
| MICROSOFT CORP | 329664 | 159431958 | COM |
| VANGUARD INDEX FDS | 546407 | 140945639 | SMALL CP ETF |
| SPDR INDEX SHS FDS | 3041981 | 135094359 | PORTFOLIO DEVLPD |
| VANGUARD INDEX FDS | 694349 | 132613867 | VALUE ETF |
| INVESCO EXCHANGE TRADED FD T | 681315 | 130512741 | S&P500 EQL WGT |
| VANGUARD SCOTTSDALE FDS | 2747637 | 129358745 | MTG-BKD SECS ETF |
| ALPHABET INC | 323860 | 101368015 | CAP STK CL A |
| NVIDIA CORPORATION | 542123 | 101105942 | COM |
| DIMENSIONAL ETF TRUST | 2652589 | 101090167 | INTL CORE EQT MK |
| SPDR S&P 500 ETF TR | 139220 | 94937169 | TR UNIT |
| WISDOMTREE TR | 1052408 | 92696126 | US LARGECAP DIVD |
| AMAZON COM INC | 381061 | 87956485 | COM |
| JPMORGAN CHASE & CO. | 259932 | 83755350 | COM |
| ISHARES TR | 924047 | 82665230 | CORE MSCI EAFE |
| NORFOLK SOUTHN CORP | 264937 | 76492678 | COM |
| ISHARES TR | 384909 | 76450714 | MSCI USA QLT FCT |
| J P MORGAN EXCHANGE TRADED F | 1300626 | 74457529 | EQUITY PREMIUM |
| ISHARES TR | 765011 | 73647663 | RUS MID CAP ETF |
| SPDR SERIES TRUST | 1365353 | 73334068 | STATE STREET SPD |
| BERKSHIRE HATHAWAY INC DEL | 136860 | 68792609 | CL B NEW |
| VANGUARD SCOTTSDALE FDS | 548919 | 66830824 | VNG RUS1000GRW |
| INVESCO EXCH TRD SLF IDX FD | 3400609 | 64050469 | BULETSHS 2029 |
| INVESCO EXCH TRD SLF IDX FD | 3062356 | 63084540 | INVSCO BLSH 28 |
| ISHARES TR | 941372 | 62130555 | CORE S&P MCP ETF |
| INVESCO EXCH TRD SLF IDX FD | 3580586 | 60583523 | INVSCO 30 CORP |
| ALPHABET INC | 191595 | 60122622 | CAP STK CL C |
| ISHARES TR | 491394 | 59055754 | CORE S&P SCP ETF |
| CATERPILLAR INC | 100749 | 57716317 | COM |
| ELI LILLY & CO | 49407 | 53096981 | COM |
| INVESCO EXCHANGE TRADED FD T | 886879 | 52574176 | S&P 500 TOP 50 |
| INVESCO EXCH TRD SLF IDX FD | 2449217 | 52560197 | INVESCO BULLETSH |
| ISHARES TR | 523186 | 50241519 | MSCI EAFE ETF |
| JOHNSON & JOHNSON | 235510 | 48738982 | COM |
| VANGUARD INDEX FDS | 141815 | 47546453 | TOTAL STK MKT |
| WALMART INC | 416092 | 46356887 | COM |
| ISHARES TR | 369226 | 45510840 | S&P 500 GRWT ETF |
| SCHWAB STRATEGIC TR | 1769599 | 44381541 | INT-TRM U.S TRES |
| NEOS ETF TRUST | 845780 | 42564283 | ENHANCED INCOME |
| BROADCOM INC | 119376 | 41316194 | COM |
| ORACLE CORP | 210669 | 41061580 | COM |
| COSTCO WHSL CORP NEW | 47395 | 40870890 | COM |
| ISHARES TR | 101977 | 39449789 | RUSSELL 3000 ETF |
| META PLATFORMS INC | 59160 | 39050928 | CL A |
| VANGUARD SPECIALIZED FUNDS | 174624 | 38378945 | DIV APP ETF |
| MASTERCARD INCORPORATED | 60945 | 34792048 | CL A |
| RTX CORPORATION | 175154 | 32123230 | COM |
| JANUS DETROIT STR TR | 623251 | 31523987 | HENDRSON AAA CL |
| ISHARES TR | 148630 | 31262793 | RUS 1000 VAL ETF |
| PEPSICO INC | 208474 | 29920132 | COM |
| ISHARES TR | 78942 | 29480066 | RUS 1000 ETF |
| EXXON MOBIL CORP | 235514 | 28341797 | COM |
| PROCTER AND GAMBLE CO | 196319 | 28134416 | COM |
| ISHARES TR | 327525 | 27721766 | CORE MSCI TOTAL |
| SPDR S&P MIDCAP 400 ETF TR | 44364 | 26764066 | UTSER1 S&PDCRP |
| CHEVRON CORP NEW | 170540 | 25991987 | COM |
| HOME DEPOT INC | 72644 | 24996892 | COM |
| ISHARES TR | 962006 | 24603294 | IBONDS DEC 28 |
| ISHARES TR | 956583 | 24287636 | IBONDS DEC 27 |
| ISHARES TR | 952366 | 24218657 | IBONDS DEC 2029 |
| SCHWAB CHARLES CORP | 241829 | 24161145 | COM |
| ISHARES TR | 113889 | 24152472 | S&P 500 VAL ETF |
| VANGUARD INTL EQUITY INDEX F | 171068 | 24130870 | TT WRLD ST ETF |
| BOOKING HOLDINGS INC | 4396 | 23540982 | COM |
| ABBVIE INC | 101762 | 23251467 | COM |
| ISHARES TR | 894351 | 23238538 | IBONDS DEC 2030 |
| VANGUARD SCOTTSDALE FDS | 251249 | 23190239 | VNG RUS1000VAL |
| VISA INC | 65665 | 23029319 | COM CL A |
| DANAHER CORPORATION | 100280 | 22956101 | COM |
| ISHARES TR | 93180 | 22937239 | RUSSELL 2000 ETF |
| PALO ALTO NETWORKS INC | 121928 | 22459210 | COM |
| DIMENSIONAL ETF TRUST | 675633 | 22005366 | EMGR CRE EQT MNG |
| ISHARES TR | 585072 | 21878772 | BROAD USD HIGH |
| ISHARES TR | 217140 | 21688001 | CORE US AGGBD ET |
| SALESFORCE INC | 80793 | 21402856 | COM |
| WASTE MGMT INC DEL | 97298 | 21377196 | COM |
| INVESCO EXCHANGE TRADED FD T | 414952 | 21371974 | DIVID ACHIEVEV |
| VANGUARD WHITEHALL FDS | 148544 | 21319082 | HIGH DIV YLD |
| TESLA INC | 46773 | 21034909 | COM |
| INTERCONTINENTAL EXCHANGE IN | 127303 | 20618003 | COM |
| ULTA BEAUTY INC | 33466 | 20247349 | COM |
| KEYCORP | 977994 | 20185806 | COM |
| UBER TECHNOLOGIES INC | 244739 | 19997622 | COM |
| CISCO SYS INC | 257451 | 19831459 | COM |
| PROGRESSIVE CORP | 84488 | 19239594 | COM |
| ABBOTT LABS | 152433 | 19098346 | COM |
| INVESCO EXCH TRADED FD TR II | 1682990 | 18916812 | PFD ETF |
| TAKE-TWO INTERACTIVE SOFTWAR | 71703 | 18358044 | COM |
| PARKER-HANNIFIN CORP | 20767 | 18253283 | COM |
| LIVE NATION ENTERTAINMENT IN | 126511 | 18027761 | COM |
| AMERICAN EXPRESS CO | 47568 | 17597880 | COM |
| SPDR GOLD TR | 43109 | 17084528 | GOLD SHS |
| ZOOM COMMUNICATIONS INC | 194711 | 16801612 | CL A |
| DBX ETF TR | 450281 | 16583842 | XTRACK USD HIGH |
| TEXAS INSTRS INC | 94966 | 16475699 | COM |
| SERVICENOW INC | 106847 | 16367866 | COM |
| EATON CORP PLC | 50457 | 16071322 | SHS |
| VANGUARD TAX-MANAGED FDS | 256213 | 16005612 | VAN FTSE DEV MKT |
| AMERICAN WTR WKS CO INC NEW | 121817 | 15897140 | COM |
| ALBERTSONS COS INC | 889713 | 15276367 | COMMON STOCK |
| BERKSHIRE HATHAWAY INC DEL | 19 | 14341200 | CL A |
| MICRON TECHNOLOGY INC | 49904 | 14242996 | COM |
| MCDONALDS CORP | 46043 | 14072360 | COM |
| COCA COLA CO | 199215 | 13927181 | COM |
| VANGUARD SCOTTSDALE FDS | 44750 | 13829409 | VNG RUS1000IDX |
| VANGUARD INDEX FDS | 27794 | 13559845 | GROWTH ETF |
| INVESCO QQQ TR | 21809 | 13397518 | UNIT SER 1 |
| GOLDMAN SACHS GROUP INC | 14839 | 13043033 | COM |
| ISHARES TR | 121369 | 12999852 | NATIONAL MUN ETF |
| INTERNATIONAL BUSINESS MACHS | 42642 | 12630939 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 45144 | 12432224 | ORD SHS |
| PIMCO ETF TR | 234261 | 12277624 | INTER MUN BD ACT |
| ADOBE INC | 34913 | 12219285 | COM |
| GE AEROSPACE | 39055 | 12030302 | COM NEW |
| ALTRIA GROUP INC | 207299 | 11955192 | COM |
| OREILLY AUTOMOTIVE INC | 130532 | 11905840 | COM |
| ISHARES TR | 84378 | 11901510 | RUS MDCP VAL ETF |
| ISHARES TR | 79415 | 11808178 | CORE S&P TTL STK |
| VANGUARD MUN BD FDS | 232139 | 11674287 | TAX EXEMPT BD |
| PIMCO ETF TR | 125322 | 11664977 | ACTIVE BD ETF |
| AMGEN INC | 35547 | 11634890 | COM |
| MERCK & CO INC | 110354 | 11615812 | COM |
| APPLIED MATLS INC | 44597 | 11461051 | COM |
| AKAMAI TECHNOLOGIES INC | 130028 | 11344966 | COM |
| LOWES COS INC | 46917 | 11314494 | COM |
| ISHARES TR | 257425 | 11035810 | 0-5YR HI YL CP |
| COSTAR GROUP INC | 160512 | 10792794 | COM |
| CROCS INC | 125531 | 10735391 | COM |
| BLACKSTONE INC | 69467 | 10707714 | COM |
| LINCOLN ELEC HLDGS INC | 44140 | 10577803 | COM |
| SCHWAB STRATEGIC TR | 346531 | 10420185 | US MID-CAP ETF |
| AUTOMATIC DATA PROCESSING IN | 40418 | 10396683 | COM |
| PALANTIR TECHNOLOGIES INC | 57122 | 10153509 | CL A |
| AT&T INC | 404659 | 10051728 | COM |
| WELLS FARGO CO NEW | 107832 | 10049946 | COM |
| VANGUARD INDEX FDS | 47723 | 9979804 | EXTEND MKT ETF |
| VANGUARD BD INDEX FDS | 129161 | 9566962 | TOTAL BND MRKT |
| INVESCO EXCH TRD SLF IDX FD | 466385 | 9206440 | BULSHS 2027 CB |
| BANK AMERICA CORP | 160848 | 8846636 | COM |
| ISHARES INC | 131443 | 8835578 | CORE MSCI EMKT |
| ISHARES TR | 62256 | 8808568 | MSCI ACWI ETF |
| QUALCOMM INC | 48973 | 8376988 | COM |
| ISHARES TR | 83235 | 8355121 | 0-3 MNTH TREASRY |
| DEERE & CO | 17912 | 8339157 | COM |
| TJX COS INC NEW | 54141 | 8316652 | COM |
| NEXTERA ENERGY INC | 102000 | 8188596 | COM |
| ISHARES TR | 83719 | 7882967 | MSCI USA MIN VOL |
| SHERWIN WILLIAMS CO | 24210 | 7844643 | COM |
| SPDR INDEX SHS FDS | 160460 | 7511151 | PORTFOLIO EMG MK |
| MORGAN STANLEY | 41356 | 7341969 | COM NEW |
| SCHWAB STRATEGIC TR | 266862 | 7320030 | US DIVIDEND EQ |
| SUPER MICRO COMPUTER INC | 249350 | 7298475 | COM NEW |
| ISHARES TR | 87022 | 7207134 | 1 3 YR TREAS BD |
| NETFLIX INC | 76430 | 7166068 | COM |
| ACCENTURE PLC IRELAND | 26157 | 7017974 | SHS CLASS A |
| STRYKER CORPORATION | 19921 | 7001693 | COM |
| ARES CAPITAL CORP | 345987 | 6999324 | COM |
| SELECT SECTOR SPDR TR | 48403 | 6968543 | STATE STREET TEC |
| ISHARES TR | 50848 | 6963117 | RUS MD CP GR ETF |
| DISNEY WALT CO | 60161 | 6844495 | COM |
| S&P GLOBAL INC | 13072 | 6831289 | COM |
| SCHWAB STRATEGIC TR | 208433 | 6799083 | US LCAP GR ETF |
| BRISTOL-MYERS SQUIBB CO | 125893 | 6790668 | COM |
| PIMCO ETF TR | 253225 | 6756027 | MULTISECTOR BD |
| 2023 ETF SERIES TRUST | 202195 | 6563262 | EAGLE CAPITAL SE |
| GE VERNOVA INC | 9986 | 6526818 | COM |
| LOCKHEED MARTIN CORP | 13477 | 6518536 | COM |
| TRUIST FINL CORP | 129897 | 6392204 | COM |
| VANGUARD INTL EQUITY INDEX F | 85806 | 6311925 | ALLWRLD EX US |
| SCHWAB STRATEGIC TR | 260661 | 6266294 | INTL EQTY ETF |
| DELTA AIR LINES INC DEL | 88686 | 6154806 | COM NEW |
| INVESCO EXCH TRD SLF IDX FD | 290041 | 6054599 | BULLETSHS 2032 |
| PHILIP MORRIS INTL INC | 37577 | 6027270 | COM |
| ARISTA NETWORKS INC | 45984 | 6025284 | COM SHS |
| DIMENSIONAL ETF TRUST | 78889 | 5851166 | US EQUITY MARKET |
| NORTHROP GRUMMAN CORP | 10215 | 5824876 | COM |
| HONEYWELL INTL INC | 29586 | 5771986 | COM |
| QUANTA SVCS INC | 13665 | 5767160 | COM |
| PNC FINL SVCS GROUP INC | 27604 | 5761644 | COM |
| UNITEDHEALTH GROUP INC | 17342 | 5724634 | COM |
| VANGUARD STAR FDS | 75054 | 5662038 | VG TL INTL STK F |
| SPDR INDEX SHS FDS | 157360 | 5652355 | MSCI ACWI EXUS |
| FIFTH THIRD BANCORP | 120214 | 5627222 | COM |
| VANGUARD WORLD FD | 19462 | 5602066 | HEALTH CAR ETF |
| VANGUARD SCOTTSDALE FDS | 70102 | 5589268 | SHRT TRM CORP BD |
| ISHARES TR | 61968 | 5549920 | CORE 80/20 AGGRE |
| VANGUARD INTL EQUITY INDEX F | 102071 | 5487318 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 60955 | 5393932 | REAL ESTATE ETF |
| EMERSON ELEC CO | 40630 | 5392428 | COM |
| DUKE ENERGY CORP NEW | 45409 | 5322429 | COM NEW |
| INTEL CORP | 143878 | 5309071 | COM |
| ISHARES TR | 44287 | 5285670 | 3 7 YR TREAS BD |
| ISHARES TR | 78540 | 5272390 | MSCI ACWI EX US |
| TOWNEBANK PORTSMOUTH VA | 156468 | 5221337 | COM |
| TIDAL TRUST III | 105539 | 5199893 | NAACP MINO ETF |
| INNOVATOR ETFS TRUST | 119197 | 5038173 | US EQT ULTRA BF |
| MEDTRONIC PLC | 52001 | 4995254 | SHS |
| SOUTHERN CO | 57280 | 4994800 | COM |
| SPROTT ASSET MANAGEMENT LP | 149897 | 4949599 | PHYSICAL GOLD TR |
| CHUBB LIMITED | 15688 | 4896454 | COM |
| ISHARES TR | 34562 | 4878084 | SELECT DIVID ETF |
| BLACKROCK INC | 4502 | 4818143 | COM |
| 3M CO | 29683 | 4752276 | COM |
| INTUITIVE SURGICAL INC | 8354 | 4731150 | COM NEW |
| BOEING CO | 21397 | 4645698 | COM |
| PFIZER INC | 185036 | 4607397 | COM |
| SELECT SECTOR SPDR TR | 83713 | 4584916 | STATE STREET FIN |
| VICTORY PORTFOLIOS II | 61614 | 4549790 | VCSHS US 500 ENH |
| INNOVATOR ETFS TRUST | 131118 | 4494725 | NASDAQ 100 MANA |
| CAPITAL ONE FINL CORP | 18429 | 4466488 | COM |
| PROSHARES TR | 42716 | 4445485 | S&P 500 DV ARIST |
| ANALOG DEVICES INC | 15930 | 4320101 | COM |
| GALLAGHER ARTHUR J & CO | 16613 | 4299372 | COM |
| VANECK ETF TRUST | 90964 | 4289862 | INTRMDT MUNI ETF |
| ARMADA HOFFLER PPTYS INC | 647745 | 4288072 | COM |
| INTUIT | 6441 | 4267123 | COM |
| UNION PAC CORP | 18335 | 4241239 | COM |
| AMERICAN TOWER CORP NEW | 24012 | 4215800 | COM |
| VANGUARD INDEX FDS | 19887 | 4211810 | SM CP VAL ETF |
| INVESCO EXCH TRD SLF IDX FD | 215103 | 4210641 | BULSHS 2026 CB |
| ADVANCED MICRO DEVICES INC | 19600 | 4197558 | COM |
| THERMO FISHER SCIENTIFIC INC | 7138 | 4135839 | COM |
| CME GROUP INC | 15131 | 4132097 | COM |
| ISHARES TR | 66867 | 4102968 | GLB INFRASTR ETF |
| VANGUARD SCOTTSDALE FDS | 13336 | 4005201 | VNG RUS3000IDX |
| MARKEL GROUP INC | 1857 | 3992283 | COM |
| AMERICAN CENTY ETF TR | 39141 | 3991593 | US SML CP VALU |
| ISHARES TR | 186202 | 3938172 | IBONDS DEC 2031 |
| AON PLC | 10538 | 3718600 | SHS CL A |
| VERIZON COMMUNICATIONS INC | 90435 | 3683416 | COM |
| CSX CORP | 101281 | 3671422 | COM |
| NIKE INC | 56948 | 3628179 | CL B |
| HUNTINGTON BANCSHARES INC | 208814 | 3622923 | COM |
| CITIGROUP INC | 30944 | 3610954 | COM NEW |
| TRANSDIGM GROUP INC | 2705 | 3597297 | COM |
| NEOS ETF TRUST | 65828 | 3574671 | NASDAQ 100 HDGD |
| LAM RESEARCH CORP | 20839 | 3567340 | COM NEW |
| ISHARES TR | 36393 | 3525766 | S&P MC 400GR ETF |
| ISHARES TR | 32919 | 3512420 | SHRT NAT MUN ETF |
| CORNING INC | 39968 | 3499623 | COM |
| CINCINNATI FINL CORP | 21370 | 3490175 | COM |
| COLGATE PALMOLIVE CO | 44091 | 3484055 | COM |
| DIMENSIONAL ETF TRUST | 74548 | 3473183 | US MKTWIDE VALUE |
| LINDE PLC | 8004 | 3413090 | SHS |
| NEWMONT CORP | 33339 | 3328861 | COM |
| CUMMINS INC | 6510 | 3322912 | COM |
| TFS FINL CORP | 247221 | 3307817 | COM |
| VANGUARD INDEX FDS | 11678 | 3259797 | MCAP GR IDXVIP |
| ISHARES BITCOIN TRUST ETF | 65417 | 3247955 | SHS BEN INT |
| ISHARES TR | 9999 | 3229914 | RUS 2000 GRW ETF |
| UNITED PARCEL SERVICE INC | 32484 | 3222072 | CL B |
| ILLINOIS TOOL WKS INC | 13082 | 3221948 | COM |
| MOTOROLA SOLUTIONS INC | 8351 | 3200978 | COM NEW |
| ALLSTATE CORP | 15266 | 3177592 | COM |
| SCHWAB STRATEGIC TR | 150251 | 3138734 | US REIT ETF |
| PROFESIONALLY MANAGED PORTFO | 47893 | 3137471 | AKRE FOCUS ETF |
| MCKESSON CORP | 3731 | 3060493 | COM |
| GENERAL DYNAMICS CORP | 9044 | 3044908 | COM |
| ISHARES TR | 16793 | 3043039 | RUS 2000 VAL ETF |
| AIR PRODS & CHEMS INC | 12302 | 3038765 | COM |
| SPDR INDEX SHS FDS | 39138 | 3002270 | PORTFLI MSCI GBL |
| ENTERPRISE PRODS PARTNERS L | 93225 | 2988794 | COM |
| MOODYS CORP | 5767 | 2946186 | COM |
| NORDSON CORP | 12127 | 2915699 | COM |
| SCHWAB STRATEGIC TR | 107705 | 2898334 | US LRG CAP ETF |
| ZOETIS INC | 22775 | 2865559 | CL A |
| TARGET CORP | 29094 | 2843971 | COM |
| CVS HEALTH CORP | 35606 | 2825721 | COM |
| ISHARES GOLD TR | 34693 | 2816060 | ISHARES NEW |
| WARNER BROS DISCOVERY INC | 95774 | 2760207 | COM SER A |
| ISHARES TR | 52137 | 2756988 | ISHS 1-5YR INVS |
| ELEVANCE HEALTH INC FORMERLY | 7849 | 2751546 | COM |
| VANGUARD WORLD FD | 3621 | 2729199 | INF TECH ETF |
| CONSTELLATION ENERGY CORP | 7702 | 2720777 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 8950 | 2719756 | SPONSORED ADS |
| FIRST TR EXCHNG TRADED FD VI | 62857 | 2704513 | FT VEST US EQT |
| NOVARTIS AG | 19130 | 2637507 | SPONSORED ADR |
| BROOKFIELD INFRAST PARTNERS | 75678 | 2629048 | LP INT UNIT |
| CALAMOS STRATEGIC TOTAL RETU | 135419 | 2600053 | COM SH BEN INT |
| FEDEX CORP | 8975 | 2592565 | COM |
| ISHARES TR | 24273 | 2565414 | EXPANDED TECH |
| AMPHENOL CORP NEW | 18852 | 2547660 | CL A |
| MARTIN MARIETTA MATLS INC | 4086 | 2544189 | COM |
| DIMENSIONAL ETF TRUST | 36463 | 2540392 | US SMALL CAP ETF |
| ROYAL BK CDA | 14863 | 2533958 | COM |
| SCHWAB STRATEGIC TR | 85324 | 2526468 | US LCAP VA ETF |
| THE CIGNA GROUP | 9051 | 2491067 | COM |
| VANGUARD WELLINGTON FD | 24180 | 2456084 | SHORT TRM TAX EX |
| VANECK ETF TRUST | 40732 | 2449623 | NATURAL RESOURC |
| VANGUARD INTL EQUITY INDEX F | 29107 | 2433649 | FTSE EUROPE ETF |
| KLA CORP | 1997 | 2426125 | COM NEW |
| KKR & CO INC | 18985 | 2420148 | COM |
| DOMINION ENERGY INC | 41280 | 2418602 | COM |
| CORE SCIENTIFIC INC NEW | 163767 | 2384448 | COM |
| ISHARES TR | 103014 | 2371898 | US TREAS BD ETF |
| LABCORP HOLDINGS INC | 9315 | 2337040 | COM SHS |
| STARBUCKS CORP | 27718 | 2334132 | COM |
| CONOCOPHILLIPS | 24827 | 2324021 | COM |
| ABRDN SILVER ETF TRUST | 34138 | 2309095 | PHYSCL SILVR SHS |
| ACUITY INC | 6411 | 2308217 | COM |
| NEWMARKET CORP | 3356 | 2306445 | COM |
| BROOKFIELD ASSET MANAGMT LTD | 43847 | 2297145 | CL A LMT VTG SHS |
| TRAVELERS COMPANIES INC | 7833 | 2272204 | COM |
| VANGUARD SCOTTSDALE FDS | 9433 | 2226089 | VNG RUS2000GRW |
| COMCAST CORP NEW | 74398 | 2223767 | CL A |
| PGIM ETF TR | 44321 | 2197863 | PGIM ULTRA SH BD |
| TRACTOR SUPPLY CO | 43511 | 2175992 | COM |
| ROYCE MICRO-CAP TR INC | 208557 | 2175249 | COM |
| WW GRAINGER INC | 2149 | 2168839 | COM |
| MONDELEZ INTL INC | 39781 | 2141443 | CL A |
| SCHWAB STRATEGIC TR | 75110 | 2139141 | US SML CAP ETF |
| GENERAL MTRS CO | 25703 | 2090127 | COM |
| ISHARES TR | 18936 | 2086534 | IBOXX INV CP ETF |
| CHIPOTLE MEXICAN GRILL INC | 56297 | 2082989 | COM |
| AMERIPRISE FINL INC | 4194 | 2056504 | COM |
| VANGUARD SCOTTSDALE FDS | 12854 | 2055729 | VNG RUS2000VAL |
| J P MORGAN EXCHANGE TRADED F | 35310 | 2052207 | NASDAQ EQT PREM |
| ISHARES TR | 12174 | 2044502 | CORE S&P US GWT |
| SYSCO CORP | 27440 | 2022040 | COM |
| STATE STR CORP | 15601 | 2012670 | COM |
| FREEPORT-MCMORAN INC | 39624 | 2012508 | CL B |
| MONSTER BEVERAGE CORP NEW | 26195 | 2008371 | COM |
| PPG INDS INC | 19548 | 2002889 | COM |
| LAS VEGAS SANDS CORP | 30269 | 1970233 | COM |
| WILLIAMS SONOMA INC | 10994 | 1963448 | COM |
| BOSTON SCIENTIFIC CORP | 20486 | 1953341 | COM |
| IDEXX LABS INC | 2874 | 1944642 | COM |
| VANGUARD WORLD FD | 6486 | 1935223 | INDUSTRIAL ETF |
| KINSALE CAP GROUP INC | 4930 | 1928336 | COM |
| ROPER TECHNOLOGIES INC | 4198 | 1868664 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 24434 | 1862617 | SHS |
| MARSH & MCLENNAN COS INC | 10008 | 1856769 | COM |
| ISHARES TR | 75838 | 1841338 | IBONDS 27 ETF |
| MARATHON PETE CORP | 11258 | 1830810 | COM |
| EXPEDIA GROUP INC | 6318 | 1789892 | COM NEW |
| CBOE GLOBAL MKTS INC | 7113 | 1785271 | COM |
| PRUDENTIAL FINL INC | 15798 | 1783258 | COM |
| MARRIOTT INTL INC NEW | 5748 | 1783112 | CL A |
| ISHARES TR | 13468 | 1772190 | S&P MC 400VL ETF |
| ISHARES TR | 24754 | 1767684 | EAFE VALUE ETF |
| ISHARES TR | 12614 | 1757639 | ESG OPTIMIZED |
| CENCORA INC | 5192 | 1753598 | COM |
| VANGUARD WORLD FD | 4448 | 1752313 | CONSUM DIS ETF |
| GODADDY INC | 14097 | 1749156 | CL A |
| GOLDMAN SACHS ETF TR | 13183 | 1745017 | ACTIVEBETA US LG |
| WORLD GOLD TR | 20286 | 1731817 | SPDR GLD MINIS |
| FIRST CTZNS BANCSHARES INC D | 802 | 1721237 | CL A |
| INVESCO EXCHANGE TRADED FD T | 15094 | 1718603 | S&P 500 GARP ETF |
| UNITED RENTALS INC | 2120 | 1715759 | COM |
| ISHARES TR | 36844 | 1714709 | CORE UNIVRSL USD |
| BECTON DICKINSON & CO | 8789 | 1705769 | COM |
| SHELL PLC | 23005 | 1690420 | SPON ADS |
| ISHARES TR | 30742 | 1681887 | MSCI EMG MKT ETF |
| BROOKFIELD INFRASTRUCTURE CO | 36955 | 1677770 | COM SUB VTG A |
| ISHARES TR | 4851 | 1663748 | S&P 100 ETF |
| VANGUARD MALVERN FDS | 33612 | 1662459 | STRM INFPROIDX |
| CBRE GROUP INC | 10320 | 1659353 | CL A |
| VALERO ENERGY CORP | 10184 | 1657789 | COM |
| VANGUARD ADMIRAL FDS INC | 14906 | 1653920 | SMLLCP 600 IDX |
| IQVIA HLDGS INC | 7329 | 1652031 | COM |
| VANGUARD WORLD FD | 7815 | 1650849 | CONSUM STP ETF |
| P10 INC | 167799 | 1646108 | COM CL A |
| ISHARES TR | 30344 | 1640094 | MSCI INDIA ETF |
| PAYCHEX INC | 14603 | 1638143 | COM |
| ISHARES INC | 13662 | 1622363 | MSCI GBL MIN VOL |
| PROLOGIS INC. | 12617 | 1610744 | COM |
| VERTEX PHARMACEUTICALS INC | 3527 | 1599324 | COM |
| PHILLIPS 66 | 12184 | 1572193 | COM |
| CINTAS CORP | 8319 | 1564604 | COM |
| AFLAC INC | 14153 | 1560644 | COM |
| ROCKET COS INC | 80080 | 1550349 | COM CL A |
| FIRST SOLAR INC | 5881 | 1536223 | COM |
| AMERICAN ELEC PWR CO INC | 13165 | 1518110 | COM |
| DOLLAR TREE INC | 12329 | 1516590 | COM |
| INVESCO ACTIVELY MANAGED EXC | 31609 | 1498899 | TOTAL RETURN |
| ISHARES TR | 58118 | 1489971 | IBONDS DEC 26 |
| GLOBAL X FDS | 84174 | 1487356 | NASDAQ 100 COVER |
| CROWDSTRIKE HLDGS INC | 3169 | 1485480 | CL A |
| ASML HOLDING N V | 1377 | 1473900 | N Y REGISTRY SHS |
| GARMIN LTD | 7197 | 1459912 | SHS |
| CANADIAN NATL RY CO | 14698 | 1452898 | COM |
| BEST BUY INC | 21635 | 1448031 | COM |
| ROSS STORES INC | 7930 | 1428528 | COM |
| KIMBERLY-CLARK CORP | 14090 | 1421532 | COM |
| CARRIER GLOBAL CORPORATION | 26625 | 1406886 | COM |
| SPOTIFY TECHNOLOGY S A | 2403 | 1395675 | SHS |
| NUCOR CORP | 8478 | 1382847 | COM |
| AMETEK INC | 6686 | 1372771 | COM |
| INVESCO EXCHANGE TRADED FD T | 30116 | 1370589 | S&P500 EQL TEC |
| WELLTOWER INC | 7371 | 1368184 | COM |
| SPDR DOW JONES INDL AVERAGE | 2846 | 1367546 | UT SER 1 |
| MCCORMICK & CO INC | 20059 | 1366219 | COM NON VTG |
| TRANE TECHNOLOGIES PLC | 3502 | 1362980 | SHS |
| VANGUARD WELLINGTON FD | 7051 | 1348504 | US MOMENTUM |
| FASTENAL CO | 33421 | 1341190 | COM |
| TEXAS PACIFIC LAND CORPORATI | 4644 | 1333850 | COM |
| ECOLAB INC | 5062 | 1328877 | COM |
| SELECT SECTOR SPDR TR | 29688 | 1327375 | STATE STREET ENE |
| YUM BRANDS INC | 8708 | 1317293 | COM |
| L3HARRIS TECHNOLOGIES INC | 4481 | 1315444 | COM |
| FISERV INC | 19340 | 1299068 | COM |
| ISHARES TR | 50351 | 1281685 | IBDS DEC28 ETF |
| SHOPIFY INC | 7912 | 1273595 | CL A SUB VTG SHS |
| COMFORT SYS USA INC | 1346 | 1256430 | COM |
| NEOS ETF TRUST | 23214 | 1250318 | NASDAQ 100 HIGH |
| EQUITABLE HLDGS INC | 25926 | 1235355 | COM |
| ISHARES TR | 15902 | 1232871 | EAFE SML CP ETF |
| OTIS WORLDWIDE CORP | 14083 | 1230177 | COM |
| ISHARES TR | 6148 | 1227677 | U.S. TECH ETF |
| JEFFERIES FINL GROUP INC | 19773 | 1225333 | COM |
| ISHARES TR | 5962 | 1223760 | GLB CNS DISC ETF |
| AES CORP | 85033 | 1219374 | COM |
| MIDDLEFIELD BANC CORP | 34684 | 1197986 | COM NEW |
| BLACKROCK CAP ALLOCATION TER | 84423 | 1195430 | COM |
| INVESCO EXCH TRD SLF IDX FD | 71450 | 1192859 | BULETSHS 2031 CP |
| GILDAN ACTIVEWEAR INC | 19016 | 1187769 | COM |
| ROCKWELL AUTOMATION INC | 3037 | 1181489 | COM |
| CADENCE DESIGN SYSTEM INC | 3769 | 1178114 | COM |
| VANGUARD MUN BD FDS | 11584 | 1168015 | INTERMEDIATE TRM |
| WISDOMTREE TR | 25197 | 1166370 | INDIA ERNGS FD |
| VERALTO CORP | 11681 | 1165491 | COM SHS |
| BLOOM ENERGY CORP | 13324 | 1157723 | COM CL A |
| CONSOLIDATED EDISON INC | 11656 | 1157670 | COM |
| SAP SE | 4761 | 1156547 | SPON ADR |
| ISHARES TR | 14255 | 1149433 | IBOXX HI YD ETF |
| CENTENE CORP DEL | 27907 | 1148374 | COM |
| KINDER MORGAN INC DEL | 41578 | 1142968 | COM |
| CARDINAL HEALTH INC | 5517 | 1133689 | COM |
| KROGER CO | 18139 | 1133352 | COM |
| PRICE T ROWE GROUP INC | 11063 | 1132630 | COM |
| DOLLAR GEN CORP NEW | 8522 | 1131521 | COM |
| US BANCORP DEL | 21188 | 1130592 | COM NEW |
| DEVON ENERGY CORP NEW | 30729 | 1125598 | COM |
| KIRBY CORP | 10205 | 1124387 | COM |
| PIMCO ETF TR | 11168 | 1120593 | ENHAN SHRT MA AC |
| SNOWFLAKE INC | 5107 | 1120272 | COM SHS |
| RALPH LAUREN CORP | 3160 | 1117408 | CL A |
| OPKO HEALTH INC | 892367 | 1111792 | COM |
| SCHWAB STRATEGIC TR | 33854 | 1110405 | 1000 INDEX ETF |
| HUBBELL INC | 2493 | 1107167 | COM |
| SONY GROUP CORP | 42825 | 1096319 | SPONSORED ADR |
| VERTIV HOLDINGS CO | 6715 | 1087881 | COM CL A |
| FIRST TR EXCHANGE-TRADED FD | 9967 | 1082815 | WTR ETF |
| PACCAR INC | 9851 | 1078776 | COM |
| ARCH CAP GROUP LTD | 11240 | 1078141 | ORD |
| ATLASSIAN CORPORATION | 6589 | 1068341 | CL A |
| F N B CORP | 62247 | 1064424 | COM |
| PG&E CORP | 65848 | 1058178 | COM |
| HERSHEY CO | 5793 | 1054153 | COM |
| VEEVA SYS INC | 4719 | 1053423 | CL A COM |
| RPM INTL INC | 10031 | 1043272 | COM |
| WEST PHARMACEUTICAL SVSC INC | 3751 | 1032050 | COM |
| EXCHANGE TRADED CONCEPTS TRU | 69942 | 1029547 | INQQ THE INDIA I |
| T-MOBILE US INC | 5011 | 1017339 | COM |
| D R HORTON INC | 7055 | 1016132 | COM |
| LIBERTY MEDIA CORP DEL | 10312 | 1015835 | COM LBTY ONE S C |
| ISHARES TR | 6842 | 1013842 | US INDUSTRIALS |
| FIRST TR EXCHNG TRADED FD VI | 24516 | 1012340 | FT VEST U.S EQT |
| ISHARES TR | 9161 | 1009085 | TRUST ISHARE 0-1 |
| ISHARES TR | 25558 | 1008270 | INTL SEL DIV ETF |
| COMMERCIAL VEH GROUP INC | 700000 | 1008000 | COM |
| WILLIS TOWERS WATSON PLC LTD | 3062 | 1006173 | SHS |
| VANGUARD WORLD FD | 7512 | 1002804 | FINANCIALS ETF |
| WILLIAMS COS INC | 16641 | 1000296 | COM |
| ARCHER DANIELS MIDLAND CO | 17334 | 996507 | COM |
| ISHARES TR | 15319 | 995888 | CORE 60/40 BALAN |
| CLEVELAND-CLIFFS INC NEW | 74875 | 994340 | COM |
| ISHARES TR | 7020 | 990922 | S&P SML 600 GWT |
| ISHARES TR | 20564 | 983987 | ESG AWR US AGRGT |
| BANK NEW YORK MELLON CORP | 8458 | 981890 | COM |
| REPUBLIC SVCS INC | 4620 | 979193 | COM |
| CORTEVA INC | 14596 | 978366 | COM |
| KRAFT HEINZ CO | 39369 | 954709 | COM |
| VANGUARD WHITEHALL FDS | 10431 | 953915 | INTL DVD ETF |
| KENVUE INC | 55094 | 950372 | COM |
| INVESCO EXCHANGE TRADED FD T | 32578 | 945577 | S&P500 EQL STP |
| TEXTRON INC | 10834 | 944408 | COM |
| CARLYLE GROUP INC | 15977 | 944388 | COM |
| CANADIAN PACIFIC KANSAS CITY | 12758 | 939374 | COM |
| STANLEY BLACK & DECKER INC | 12611 | 936746 | COM |
| INNOVATOR ETFS TRUST | 25398 | 936170 | QUITY MANAGD FLR |
| FORD MTR CO | 70923 | 930511 | COM |
| CAMECO CORP | 10158 | 929356 | COM |
| ASTRAZENECA PLC | 10078 | 926504 | SPONSORED ADR |
| TEXAS ROADHOUSE INC | 5525 | 917150 | COM |
| WEC ENERGY GROUP INC | 8620 | 909051 | COM |
| ENBRIDGE INC | 18863 | 902215 | COM |
| MERCADOLIBRE INC | 447 | 899728 | COM |
| ISHARES TR | 9322 | 896404 | 7-10 YR TRSY BD |
| MONOLITHIC PWR SYS INC | 988 | 895484 | COM |
| EDISON INTL | 14804 | 888537 | COM |
| STERIS PLC | 3502 | 887891 | SHS USD |
| STARWOOD PPTY TR INC | 49262 | 887217 | COM |
| ROBINHOOD MKTS INC | 7799 | 882067 | COM CL A |
| NETAPP INC | 8172 | 875140 | COM |
| AIRBNB INC | 6388 | 866969 | COM CL A |
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