Coastal Bridge Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 18, 2026, for the 2025 Q4 period, Coastal Bridge Advisors, LLC held in its portfolio 448 assets valued at $1,341,792,250 (i.e. $1.34B).
The most valuable assets in the portfolio included: APPLE INC ($60.37M), ALPHABET INC ($43.17M), and MICROSOFT CORP ($36.60M).
The chart below shows the top 10 valuable assets, and the table below shows the top 448 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Coastal Bridge Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 222055 | 60368082 | COM |
| ALPHABET INC | 137575 | 43171066 | CAP STK CL C |
| MICROSOFT CORP | 75673 | 36596935 | COM |
| J P MORGAN EXCHANGE TRADED F | 604267 | 34588263 | EQUITY PREMIUM |
| NVIDIA CORPORATION | 170938 | 31879897 | COM |
| SCHWAB STRATEGIC TR | 1113617 | 30546512 | US DIVIDEND EQ |
| AMAZON COM INC | 132027 | 30474432 | COM |
| BLACKSTONE STRATEGIC CRED 20 | 2469105 | 29086062 | COM SHS BEN IN |
| ALPHABET INC | 73107 | 22882707 | CAP STK CL A |
| ISHARES GOLD TR | 278128 | 22575647 | ISHARES NEW |
| FIRST TR EXCHNG TRADED FD VI | 992672 | 19724406 | FT ENERGY INCOME |
| SCHWAB STRATEGIC TR | 740530 | 19424113 | US BRD MKT ETF |
| INVESCO EXCHANGE TRADED FD T | 169779 | 19331167 | S&P 500 GARP ETF |
| ISHARES TR | 386109 | 17548655 | MSCI INTL QUALTY |
| J P MORGAN EXCHANGE TRADED F | 331187 | 16632225 | FLEXIBLE DEBT ET |
| JPMORGAN CHASE & CO. | 46623 | 15022497 | COM |
| VANGUARD INDEX FDS | 28636 | 13970168 | GROWTH ETF |
| ABBVIE INC | 59668 | 13633288 | COM |
| ISHARES TR | 150501 | 13463776 | CORE MSCI EAFE |
| JOHNSON & JOHNSON | 64516 | 13351471 | COM |
| HONEYWELL INTL INC | 67589 | 13185693 | COM |
| META PLATFORMS INC | 19267 | 12717409 | CL A |
| ISHARES TR | 106267 | 12084710 | SP SMCP600VL ETF |
| SELECT SECTOR SPDR TR | 80074 | 11528267 | STATE STREET TEC |
| ASML HOLDING N V | 10624 | 11366476 | N Y REGISTRY SHS |
| SPDR S&P 500 ETF TR | 15855 | 10811829 | TR UNIT |
| JANUS DETROIT STR TR | 214268 | 10529112 | HENDRSN SHRT ETF |
| SELECT SECTOR SPDR TR | 191621 | 10495037 | STATE STREET FIN |
| LEGALZOOM COM INC | 1055260 | 10478732 | COM |
| PALO ALTO NETWORKS INC | 55568 | 10235626 | COM |
| RTX CORPORATION | 54702 | 10032284 | COM |
| VANGUARD INTL EQUITY INDEX F | 128038 | 9418479 | ALLWRLD EX US |
| SPDR SERIES TRUST | 131617 | 9397250 | STATE STREET SPD |
| BERKSHIRE HATHAWAY INC DEL | 18585 | 9341750 | CL B NEW |
| J P MORGAN EXCHANGE TRADED F | 159581 | 9274822 | NASDAQ EQT PREM |
| VANGUARD INDEX FDS | 47892 | 9146897 | VALUE ETF |
| MICRON TECHNOLOGY INC | 31975 | 9126041 | COM |
| ISHARES TR | 71794 | 8628264 | CORE S&P SCP ETF |
| GILEAD SCIENCES INC | 69616 | 8544630 | COM |
| LISTED FDS TR | 187599 | 8340603 | HORIZON KINETICS |
| ISHARES TR | 116337 | 8076074 | CORE DIV GRWTH |
| CAPITAL ONE FINL CORP | 33159 | 8036444 | COM |
| WALMART INC | 70853 | 7893723 | COM |
| SELECT SECTOR SPDR TR | 64649 | 7610503 | STATE STREET COM |
| BLACKSTONE INC | 48646 | 7498354 | COM |
| SELECT SECTOR SPDR TR | 84396 | 7478008 | STATE STREET CON |
| EXXON MOBIL CORP | 62000 | 7461103 | COM |
| SELECT SECTOR SPDR TR | 45399 | 7027819 | STATE STREET HEA |
| ISHARES TR | 58644 | 6999119 | 3 7 YR TREAS BD |
| DRAFTKINGS INC NEW | 202821 | 6989212 | COM CL A |
| GOLUB CAP BDC INC | 498182 | 6760332 | COM |
| SPDR GOLD TR | 16880 | 6689712 | GOLD SHS |
| LIONSGATE STUDIOS CORP | 715745 | 6534750 | COM |
| PIMCO ETF TR | 242859 | 6479487 | MULTISECTOR BD |
| KKR & CO INC | 47981 | 6116664 | COM |
| VANGUARD INDEX FDS | 21061 | 6112307 | MID CAP ETF |
| BROADCOM INC | 17641 | 6105369 | COM |
| HOME DEPOT INC | 17506 | 6023474 | COM |
| AIRBNB INC | 43992 | 5970594 | COM CL A |
| SPDR INDEX SHS FDS | 77140 | 5917441 | PORTFLI MSCI GBL |
| ARES MANAGEMENT CORPORATION | 36316 | 5869764 | CL A COM STK |
| PEPSICO INC | 40151 | 5762596 | COM |
| VANGUARD STAR FDS | 74325 | 5607085 | VG TL INTL STK F |
| AMERICAN EXPRESS CO | 15054 | 5569455 | COM |
| VANGUARD INTL EQUITY INDEX F | 61409 | 5551331 | FTSE PACIFIC ETF |
| ISHARES INC | 56978 | 5357069 | MSCI EM ASIA ETF |
| ETORO GROUP LTD | 148576 | 5219475 | SHS CL A |
| APOLLO GLOBAL MGMT INC | 35251 | 5102925 | COM |
| MEDTRONIC PLC | 48978 | 4704789 | SHS |
| INVESCO EXCHANGE TRADED FD T | 24539 | 4700582 | S&P500 EQL WGT |
| MASTERCARD INCORPORATED | 8186 | 4673173 | CL A |
| AMGEN INC | 14214 | 4652519 | COM |
| VANGUARD SCOTTSDALE FDS | 58057 | 4628862 | SHRT TRM CORP BD |
| BERKSHIRE HATHAWAY INC DEL | 6 | 4528800 | CL A |
| LOCKHEED MARTIN CORP | 9128 | 4414789 | COM |
| BANK AMERICA CORP | 80013 | 4400712 | COM |
| SOUTHERN CO | 50333 | 4389050 | COM |
| T-MOBILE US INC | 21597 | 4385017 | COM |
| INVESCO QQQ TR | 7026 | 4316046 | UNIT SER 1 |
| CARNIVAL CORP | 139477 | 4259623 | UNIT 99/99/9999 |
| TESLA INC | 9464 | 4256061 | COM |
| ISHARES TR | 42354 | 4072747 | 7-10 YR TRSY BD |
| INVESCO EXCH TRD SLF IDX FD | 205202 | 4050685 | BULSHS 2027 CB |
| INTERNATIONAL BUSINESS MACHS | 13629 | 4037043 | COM |
| ADOBE INC | 11189 | 3915863 | COM |
| NEXTERA ENERGY INC | 47874 | 3843291 | COM |
| MCDONALDS CORP | 12530 | 3829473 | COM |
| ALLSTATE CORP | 18312 | 3811829 | COM |
| COSTCO WHSL CORP NEW | 4306 | 3713704 | COM |
| LAM RESEARCH CORP | 21038 | 3601287 | COM NEW |
| TEXAS INSTRS INC | 20695 | 3590245 | COM |
| NUVEEN FLOATING RATE INCOME | 453828 | 3553470 | COM |
| DUKE ENERGY CORP NEW | 30248 | 3545322 | COM NEW |
| MIAMI INTL HLDGS INC | 77415 | 3435678 | COM |
| QUALCOMM INC | 19854 | 3395983 | COM |
| ABBOTT LABS | 26971 | 3379216 | COM |
| PROCTER AND GAMBLE CO | 23561 | 3376656 | COM |
| APPLIED MATLS INC | 12979 | 3335416 | COM |
| VISA INC | 9360 | 3282582 | COM CL A |
| CARLYLE GROUP INC | 55211 | 3263514 | COM |
| INTUIT | 4892 | 3240558 | COM |
| JACOBS SOLUTIONS INC | 24442 | 3237576 | COM |
| NIKE INC | 49342 | 3143537 | CL B |
| ISHARES TR | 18559 | 3132176 | ISHARES BIOTECH |
| AMPHENOL CORP NEW | 23011 | 3109585 | CL A |
| GE AEROSPACE | 10005 | 3081893 | COM NEW |
| ISHARES TR | 34910 | 3042737 | 20 YR TR BD ETF |
| THERMO FISHER SCIENTIFIC INC | 5217 | 3023018 | COM |
| S&P GLOBAL INC | 5693 | 2975589 | COM |
| 3M CO | 18544 | 2968820 | COM |
| ISHARES TR | 26529 | 2915848 | TIPS BD ETF |
| MANAGED PORTFOLIO SERIES | 71119 | 2855442 | LEUTHOLD SELECT |
| MERCK & CO INC | 26800 | 2820995 | COM |
| TJX COS INC NEW | 17974 | 2760956 | COM |
| PHILIP MORRIS INTL INC | 17146 | 2750350 | COM |
| ISHARES INC | 33953 | 2741420 | MSCI JAPAN ETF |
| CHEVRON CORP NEW | 17965 | 2738104 | COM |
| SALESFORCE INC | 10330 | 2736439 | COM |
| UNITED RENTALS INC | 3342 | 2704355 | COM |
| QUANTA SVCS INC | 6340 | 2675861 | COM |
| COCA COLA CO | 38014 | 2657502 | COM |
| PFIZER INC | 106438 | 2650309 | COM |
| ISHARES TR | 20260 | 2616801 | EXPND TEC SC ETF |
| VERTIV HOLDINGS CO | 16051 | 2600431 | COM CL A |
| CISCO SYS INC | 33621 | 2589792 | COM |
| ISHARES TR | 15607 | 2587758 | DOW JONES US ETF |
| CHUBB LIMITED | 8173 | 2550804 | COM |
| VANGUARD SCOTTSDALE FDS | 30401 | 2546064 | INT-TERM CORP |
| ETFIS SER TR I | 32164 | 2539401 | VIRTUS REAVES UT |
| ISHARES TR | 38377 | 2532847 | CORE S&P MCP ETF |
| ISHARES SILVER TR | 38175 | 2459220 | ISHARES |
| ELI LILLY & CO | 2231 | 2398255 | COM |
| WESCO INTL INC | 9798 | 2396983 | COM |
| BRISTOL-MYERS SQUIBB CO | 43260 | 2333443 | COM |
| SELECT SECTOR SPDR TR | 54590 | 2330473 | STATE STREET UTI |
| VANGUARD INDEX FDS | 3676 | 2305109 | S&P 500 ETF SHS |
| GINKGO BIOWORKS HOLDINGS INC | 276817 | 2300349 | CL A NEW |
| ADVANCED MICRO DEVICES INC | 10604 | 2270954 | COM |
| EATON CORP PLC | 7106 | 2263324 | SHS |
| SCHWAB STRATEGIC TR | 83526 | 2212608 | US TIPS ETF |
| PURE STORAGE INC | 32894 | 2204227 | CL A |
| INCYTE CORP | 22145 | 2187262 | COM |
| DISNEY WALT CO | 19141 | 2177597 | COM |
| GULFPORT ENERGY CORP | 10150 | 2111099 | COMMON SHARES |
| ISHARES TR | 10487 | 2094008 | U.S. TECH ETF |
| UBER TECHNOLOGIES INC | 25446 | 2079193 | COM |
| FIRST TR EXCHANGE TRADED FD | 29000 | 2072034 | NASDAQ CYB ETF |
| VERIZON COMMUNICATIONS INC | 50495 | 2056689 | COM |
| INVESCO EXCH TRD SLF IDX FD | 99416 | 2047962 | INVSCO BLSH 28 |
| BOEING CO | 9426 | 2046478 | COM |
| ISHARES INC | 28151 | 2045996 | MSCI EMRG CHN |
| VICTORY PORTFOLIOS II | 46955 | 2045823 | VICTORYSHARES WE |
| UNION PAC CORP | 8843 | 2045494 | COM |
| FACTSET RESH SYS INC | 7020 | 2037134 | COM |
| GOLDMAN SACHS GROUP INC | 2306 | 2025912 | COM |
| LOWES COS INC | 8389 | 2022945 | COM |
| SOLVENTUM CORP | 24887 | 1972046 | COM SHS |
| LPL FINL HLDGS INC | 5475 | 1955506 | COM |
| INVESCO EXCHANGE TRADED FD T | 60608 | 1930373 | S&P500 EQL HLT |
| BLACKROCK MUNIYIELD QUALITY | 173968 | 1891035 | COM |
| ISHARES TR | 26273 | 1864848 | CORE MSCI EURO |
| AUTOMATIC DATA PROCESSING IN | 7204 | 1852919 | COM |
| WELLTOWER INC | 9591 | 1780274 | COM |
| NETFLIX INC | 18348 | 1720289 | COM |
| SOLSTICE ADVANCED MATLS INC | 35384 | 1718956 | COM SHS |
| AMERIPRISE FINL INC | 3473 | 1702994 | COM |
| GEN DIGITAL INC | 61348 | 1668055 | COM |
| ORACLE CORP | 8503 | 1657517 | COM |
| VANGUARD INDEX FDS | 4943 | 1657320 | TOTAL STK MKT |
| UPSTART HLDGS INC | 37688 | 1648096 | COM |
| SSGA ACTIVE ETF TR | 51916 | 1632759 | STATE STREET MUL |
| STARZ ENTERTAINMENT CORP. | 136228 | 1593873 | COM |
| SELECT SECTOR SPDR TR | 10148 | 1574242 | STATE STREET IND |
| FIRSTCASH HOLDINGS INC | 9709 | 1547406 | COM |
| SNAP ON INC | 4476 | 1542423 | COM |
| ELEVANCE HEALTH INC FORMERLY | 4293 | 1504911 | COM |
| TRANE TECHNOLOGIES PLC | 3792 | 1475959 | SHS |
| ISHARES TR | 3113 | 1473577 | RUS 1000 GRW ETF |
| GOLDMAN SACHS ETF TR | 26961 | 1465587 | SMALL CAP EQUITY |
| AT&T INC | 58860 | 1462053 | COM |
| REPUBLIC SVCS INC | 6857 | 1453273 | COM |
| GALLAGHER ARTHUR J & CO | 5518 | 1427962 | COM |
| DOMINION ENERGY INC | 24344 | 1426346 | COM |
| O-I GLASS INC | 95988 | 1416782 | COM |
| ISHARES TR | 2043 | 1399527 | CORE S&P500 ETF |
| CME GROUP INC | 5029 | 1373511 | COM |
| MOTOROLA SOLUTIONS INC | 3550 | 1360933 | COM NEW |
| SHELL PLC | 17958 | 1319617 | SPON ADS |
| ISHARES TR | 15604 | 1292351 | 1 3 YR TREAS BD |
| PALANTIR TECHNOLOGIES INC | 7033 | 1250115 | CL A |
| TRAVELERS COMPANIES INC | 4258 | 1234904 | COM |
| CASEYS GEN STORES INC | 2229 | 1232476 | COM |
| PRAXIS PRECISION MEDICINES I | 4154 | 1224350 | COM NEW |
| ATMOS ENERGY CORP | 7109 | 1191531 | COM |
| WEC ENERGY GROUP INC | 11251 | 1186532 | COM |
| VANGUARD INDEX FDS | 5567 | 1179178 | SM CP VAL ETF |
| VANGUARD WORLD FD | 1502 | 1132178 | INF TECH ETF |
| CORTEVA INC | 16526 | 1107784 | COM |
| STRYKER CORPORATION | 3066 | 1077451 | COM |
| CONSOLIDATED EDISON INC | 10827 | 1075448 | COM |
| SKILLZ INC | 247008 | 1064604 | COM CL A |
| VANGUARD INDEX FDS | 5011 | 1047874 | EXTEND MKT ETF |
| CATERPILLAR INC | 1819 | 1041868 | COM |
| CITIGROUP INC | 8831 | 1030433 | COM NEW |
| ISHARES BITCOIN TRUST ETF | 20483 | 1016981 | SHS BEN INT |
| ISHARES TR | 2722 | 1016504 | RUS 1000 ETF |
| BOSTON SCIENTIFIC CORP | 10587 | 1009423 | COM |
| HALOZYME THERAPEUTICS INC | 14656 | 986349 | COM |
| FRANKLIN TEMPLETON ETF TR | 39354 | 978730 | FRANKLIN DYN MUN |
| ISHARES TR | 14817 | 963266 | CORE 60/40 BALAN |
| INGREDION INC | 8710 | 960324 | COM |
| ACCENTURE PLC IRELAND | 3566 | 956832 | SHS CLASS A |
| VANGUARD SPECIALIZED FUNDS | 4302 | 945484 | DIV APP ETF |
| L3HARRIS TECHNOLOGIES INC | 3216 | 944168 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 3085 | 937531 | SPONSORED ADS |
| ISHARES TR | 16358 | 931760 | CRE U S REIT ETF |
| NASDAQ INC | 9557 | 928297 | COM |
| YUM BRANDS INC | 6135 | 928192 | COM |
| CORNING INC | 10473 | 917052 | COM |
| ISHARES TR | 7438 | 916797 | S&P 500 GRWT ETF |
| FEDEX CORP | 3173 | 916565 | COM |
| ILLINOIS TOOL WKS INC | 3631 | 894345 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 1482 | 893749 | UTSER1 S&PDCRP |
| BROADRIDGE FINL SOLUTIONS IN | 3998 | 891940 | COM |
| ISHARES INC | 13132 | 882795 | CORE MSCI EMKT |
| BLACKROCK INC | 822 | 879706 | COM |
| TRACTOR SUPPLY CO | 17483 | 874289 | COM |
| WATSCO INC | 2575 | 867703 | COM |
| UROGEN PHARMA LTD | 37000 | 866540 | COM |
| WASTE MGMT INC DEL | 3904 | 857789 | COM |
| PROLOGIS INC. | 6674 | 852036 | COM |
| SHERWIN WILLIAMS CO | 2607 | 844601 | COM |
| GRAYSCALE BITCOIN MINI TR ET | 21606 | 836800 | SHS NEW |
| TRANSDIGM GROUP INC | 629 | 836475 | COM |
| RUBRIK INC. | 10892 | 833021 | CL A |
| SCHWAB STRATEGIC TR | 33721 | 821797 | SHT TM US TRES |
| THOMSON REUTERS CORP | 6184 | 815625 | COM |
| ENBRIDGE INC | 16977 | 812053 | COM |
| FASTENAL CO | 19866 | 797214 | COM |
| JANUS DETROIT STR TR | 16816 | 768308 | HENDERSON MTG |
| WELLS FARGO CO NEW | 8158 | 760347 | COM |
| PHILLIPS 66 | 5891 | 760068 | COM |
| ISHARES TR | 3606 | 758478 | RUS 1000 VAL ETF |
| ISHARES TR | 5103 | 756112 | US INDUSTRIALS |
| PUBLIC SVC ENTERPRISE GRP IN | 9299 | 746710 | COM |
| GENERAL DYNAMICS CORP | 2179 | 733552 | COM |
| MORGAN STANLEY | 4107 | 729027 | COM NEW |
| NEOS ETF TRUST | 13037 | 728465 | GOLD HIGH INCOME |
| CINTAS CORP | 3867 | 727341 | COM |
| STERIS PLC | 2865 | 726287 | SHS USD |
| BERKLEY W R CORP | 10277 | 720637 | COM |
| ISHARES TR | 11060 | 720007 | US HLTHCARE ETF |
| VANGUARD SCOTTSDALE FDS | 7761 | 716340 | VNG RUS1000VAL |
| MARSH & MCLENNAN COS INC | 3852 | 714771 | COM |
| AMERICAN WTR WKS CO INC NEW | 5347 | 697763 | COM |
| PARKER-HANNIFIN CORP | 789 | 693471 | COM |
| BARRICK MNG CORP | 15824 | 689142 | COM SHS |
| NEOS ETF TRUST | 14457 | 687572 | NEOS ENHCD INME |
| MONDELEZ INTL INC | 12727 | 685121 | CL A |
| UNITEDHEALTH GROUP INC | 2061 | 680136 | COM |
| EMERSON ELEC CO | 5117 | 679224 | COM |
| EQUINOX GOLD CORP | 47664 | 670829 | COM |
| EQUINIX INC | 870 | 666524 | COM |
| COHEN & STEERS INFRASTRUCTUR | 27565 | 664602 | COM |
| PROSHARES TR | 8414 | 659840 | INVT INT RT HG |
| VANGUARD INDEX FDS | 2552 | 658188 | SMALL CP ETF |
| ALAMOS GOLD INC NEW | 16907 | 653731 | COM CL A |
| SCHWAB STRATEGIC TR | 25274 | 651057 | MUN BD ETF |
| HARBOR ETF TRUST | 26091 | 647579 | HARBOR COMMODITY |
| PIMCO ETF TR | 12808 | 643992 | SR LN ACTIVE ETF |
| EOG RES INC | 6085 | 638990 | COM |
| WORKDAY INC | 2950 | 633601 | CL A |
| ISHARES U S ETF TR | 6769 | 631915 | INT RT HDG C B |
| ARS PHARMACEUTICALS INC | 53830 | 627120 | COM |
| GE VERNOVA INC | 959 | 626948 | COM |
| ALPS ETF TR | 23967 | 624815 | SMITH CORE PLUS |
| VERISK ANALYTICS INC | 2755 | 616298 | COM |
| HENRY JACK & ASSOC INC | 3362 | 613501 | COM |
| COMCAST CORP NEW | 20497 | 612650 | CL A |
| PROGRESSIVE CORP | 2685 | 611523 | COM |
| INTEL CORP | 16560 | 611056 | COM |
| DIMENSIONAL ETF TRUST | 12243 | 610910 | INTERNATNAL VAL |
| ISHARES TR | 9072 | 609003 | MSCI ACWI EX US |
| KLA CORP | 497 | 603361 | COM NEW |
| CONOCOPHILLIPS | 6311 | 590774 | COM |
| MCCORMICK & CO INC | 8598 | 585578 | COM NON VTG |
| VANECK ETF TRUST | 6789 | 582299 | GOLD MINERS ETF |
| PRINCIPAL EXCHANGE TRADED FD | 30517 | 581959 | SPECTRUM PFD |
| CVS HEALTH CORP | 7278 | 577584 | COM |
| CIENA CORP | 2462 | 575788 | COM NEW |
| NORFOLK SOUTHN CORP | 1968 | 568197 | COM |
| ROBLOX CORP | 6953 | 563395 | CL A |
| DANAHER CORPORATION | 2449 | 560626 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 2012 | 554116 | ORD SHS |
| PAYCHEX INC | 4859 | 545127 | COM |
| ISHARES TR | 8112 | 542855 | US CONSM STAPLES |
| INVESCO EXCH TRD SLF IDX FD | 26412 | 517006 | BULSHS 2026 CB |
| INTUITIVE SURGICAL INC | 905 | 512555 | COM NEW |
| FIDELITY COVINGTON TRUST | 2257 | 507189 | MSCI INFO TECH I |
| PROSHARES TR | 5484 | 503322 | ULTRA FNCLS NEW |
| ISHARES TR | 4085 | 496749 | CORE HIGH DV ETF |
| VANGUARD TAX-MANAGED FDS | 7658 | 478410 | VAN FTSE DEV MKT |
| SCHWAB STRATEGIC TR | 16121 | 477330 | US LCAP VA ETF |
| MARATHON PETE CORP | 2892 | 470255 | COM |
| GRANITESHARES GOLD TR | 10944 | 465010 | SHS BEN INT |
| VANGUARD WHITEHALL FDS | 3172 | 455212 | HIGH DIV YLD |
| HERSHEY CO | 2495 | 454002 | COM |
| ISHARES TR | 3202 | 451642 | RUS MDCP VAL ETF |
| FIDELITY COVINGTON TRUST | 10812 | 450866 | ENHANCED LARGE |
| CARDINAL HEALTH INC | 2190 | 450046 | COM |
| ISHARES TR | 1804 | 444072 | RUSSELL 2000 ETF |
| ISHARES TR | 4129 | 442262 | NATIONAL MUN ETF |
| ZOETIS INC | 3515 | 442154 | CL A |
| MONOLITHIC PWR SYS INC | 486 | 440259 | COM |
| GRUPO TELEVISA S A B | 151093 | 439681 | SPON ADR REP ORD |
| US BANCORP DEL | 8196 | 437329 | COM NEW |
| INTERNATIONAL PAPER CO | 10976 | 432375 | COM |
| ANGLOGOLD ASHANTI PLC | 5067 | 432114 | COM SHS |
| ISHARES TR | 2769 | 426314 | U.S. BAS MTL ETF |
| ALTRIA GROUP INC | 7381 | 425590 | COM |
| ISHARES TR | 25839 | 424535 | GL CLEAN ENE ETF |
| LABCORP HOLDINGS INC | 1690 | 423987 | COM SHS |
| ALNYLAM PHARMACEUTICALS INC | 1048 | 416737 | COM |
| ESSENTIAL UTILS INC | 10857 | 416474 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 6055 | 413919 | SHS REP COM UT |
| OKLO INC | 5759 | 413266 | COM CL A |
| ARIS MNG CORP | 25000 | 406026 | COM |
| HEICO CORP NEW | 1246 | 403277 | COM |
| ISHARES TR | 1883 | 399327 | S&P 500 VAL ETF |
| ISHARES TR | 3952 | 394709 | CORE US AGGBD ET |
| AGNICO EAGLE MINES LTD | 2299 | 389750 | COM |
| NATIONAL FUEL GAS CO | 4825 | 386290 | COM |
| NUVEEN AMT FREE QLTY MUN INC | 32787 | 381319 | COM |
| TERADYNE INC | 1945 | 376533 | COM |
| LEIDOS HOLDINGS INC | 2065 | 372526 | COM |
| BANK NEW YORK MELLON CORP | 3190 | 370331 | COM |
| CENTESSA PHARMACEUTICALS PLC | 14033 | 350965 | SPONSORED ADS |
| ISHARES ETHEREUM TR | 15564 | 349101 | SHS |
| ISHARES TR | 3428 | 348529 | 10-20 YR TRS ETF |
| SPDR DOW JONES INDL AVERAGE | 719 | 345529 | UT SER 1 |
| PROSHARES TR | 3261 | 339372 | S&P 500 DV ARIST |
| SCHWAB STRATEGIC TR | 11172 | 335952 | US MID-CAP ETF |
| ISHARES TR | 1560 | 334961 | US AER DEF ETF |
| AFLAC INC | 3007 | 331577 | COM |
| EMCOR GROUP INC | 540 | 330366 | COM |
| ENTERPRISE PRODS PARTNERS L | 10262 | 328998 | COM |
| ISHARES TR | 2321 | 327586 | SELECT DIVID ETF |
| FREEPORT-MCMORAN INC | 6436 | 326871 | CL B |
| HALLIBURTON CO | 11501 | 325014 | COM |
| VANGUARD WORLD FD | 1127 | 324466 | HEALTH CAR ETF |
| EVERSOURCE ENERGY | 4817 | 324335 | COM |
| KENVUE INC | 18677 | 322185 | COM |
| FRANKLIN TEMPLETON ETF TR | 9273 | 319455 | FTSE JAPAN ETF |
| SCHWAB STRATEGIC TR | 12421 | 311521 | INT-TRM U.S TRES |
| WOODWARD INC | 1024 | 309576 | COM |
| CSX CORP | 8467 | 306929 | COM |
| STARBUCKS CORP | 3637 | 306240 | COM |
| ISHARES TR | 2054 | 305409 | CORE S&P TTL STK |
| HOWMET AEROSPACE INC | 1479 | 303225 | COM |
| MARRIOTT INTL INC NEW | 969 | 300374 | CL A |
| INVESCO EXCH TRADED FD TR II | 12134 | 295232 | VAR RATE PFD |
| TRUST FOR PROFESSIONAL MANAG | 10627 | 290417 | CONVERGENCE LNG |
| METLIFE INC | 3669 | 289609 | COM |
| AMERICAN ELEC PWR CO INC | 2488 | 286925 | COM |
| VANECK ETF TRUST | 14239 | 283211 | EMERGING MRKT HI |
| CROWDSTRIKE HLDGS INC | 601 | 281649 | CL A |
| EVEREST GROUP LTD | 829 | 281320 | COM |
| DEERE & CO | 602 | 280064 | COM |
| BIOHAVEN LTD | 24797 | 279958 | COM |
| OKTA INC | 3220 | 278433 | CL A |
| PRUDENTIAL FINL INC | 2441 | 275464 | COM |
| ISHARES TR | 1623 | 272507 | CORE S&P US GWT |
| SHOPIFY INC | 1692 | 272361 | CL A SUB VTG SHS |
| CRANE COMPANY | 1472 | 271481 | COMMON STOCK |
| INVESCO EXCH TRD SLF IDX FD | 11463 | 271270 | BULSHS 2027 MUNI |
| SUMITOMO MITSUI FINL GROUP I | 14007 | 270755 | SPONSORED ADR |
| EXPEDIA GROUP INC | 955 | 270561 | COM NEW |
| IRON MTN INC DEL | 3236 | 268436 | COM |
| CENCORA INC | 794 | 268272 | COM |
| HARTFORD INSURANCE GROUP INC | 1939 | 267139 | COM |
| ROCKET LAB CORP | 3780 | 263693 | COM |
| ROCKWELL AUTOMATION INC | 673 | 261772 | COM |
| YUM CHINA HLDGS INC | 5464 | 260858 | COM |
| NEWMONT CORP | 2592 | 258786 | COM |
| FIDELITY COVINGTON TRUST | 4565 | 258775 | HIGH DIVID ETF |
| VANGUARD INTL EQUITY INDEX F | 4805 | 258298 | FTSE EMR MKT ETF |
| VANGUARD WORLD FD | 865 | 258191 | INDUSTRIAL ETF |
| UNITED PARCEL SERVICE INC | 2572 | 255117 | CL B |
| GENERAL MLS INC | 5478 | 254718 | COM |
| FIRST TR EXCHANGE-TRADED FD | 945 | 254375 | DJ INTERNT IDX |
| DECKERS OUTDOOR CORP | 2432 | 252125 | COM |
| INSMED INC | 1440 | 250617 | COM PAR $.01 |
| ARMSTRONG WORLD INDS INC NEW | 1310 | 250341 | COM |
| GLOBAL X FDS | 3432 | 246381 | GLOBAL X COPPER |
| COMPASS INC | 23236 | 245605 | CL A |
| INVESCO EXCH TRD SLF IDX FD | 10415 | 244757 | BULSHS 2028 MUNI |
| VANGUARD BD INDEX FDS | 3284 | 243266 | TOTAL BND MRKT |
| ISHARES TR | 2504 | 241136 | US HOME CONS ETF |
| CAPITAL GROUP CORE BALANCED | 6735 | 237942 | SHS |
| ISHARES TR | 1656 | 234307 | MSCI ACWI ETF |
| LINDE PLC | 548 | 233438 | SHS |
| ISHARES TR | 1158 | 229944 | MSCI USA QLT FCT |
| VEEVA SYS INC | 1022 | 228141 | CL A COM |
| VIKING HOLDINGS LTD | 3194 | 228084 | ORD SHS |
| VANGUARD WORLD FD | 1873 | 226582 | ESG US STK ETF |
| PRIMORIS SVCS CORP | 1800 | 223452 | COM |
| AMERICAN HEALTHCARE REIT INC | 4728 | 222500 | COM SHS |
| ANGEL OAK FUNDS TRUST | 10500 | 218668 | INCOME ETF |
| ENERGY TRANSFER L P | 13194 | 217577 | COM UT LTD PTN |
| MITSUBISHI UFJ FINL GROUP IN | 13679 | 216949 | SPONSORED ADS |
| DELL TECHNOLOGIES INC | 1720 | 216513 | CL C |
| PAYPAL HLDGS INC | 3686 | 215186 | COM |
| FRANCO NEV CORP | 1038 | 215157 | COM |
| COMFORT SYS USA INC | 230 | 214657 | COM |
| THE TRADE DESK INC | 5621 | 213372 | COM CL A |
| ISHARES TR | 1189 | 213349 | US BR DEL SE ETF |
| ISHARES TR | 1967 | 213144 | U.S. UTILITS ETF |
| TE CONNECTIVITY PLC | 936 | 212864 | ORD SHS |
| ISHARES TR | 2187 | 209985 | MSCI EAFE ETF |
| ISHARES TR | 2475 | 209474 | CORE MSCI TOTAL |
| VANGUARD INDEX FDS | 750 | 209355 | MCAP GR IDXVIP |
| MARVELL TECHNOLOGY INC | 2463 | 209329 | COM |
| VANGUARD WORLD FD | 824 | 206905 | MEGA CAP INDEX |
| SCHWAB STRATEGIC TR | 8542 | 205350 | INTL EQTY ETF |
| ERIE INDTY CO | 710 | 203545 | CL A |
| ZSCALER INC | 904 | 203328 | COM |
| TEXTRON INC | 2315 | 201799 | COM |
| KIMBERLY-CLARK CORP | 1995 | 201253 | COM |
| SEALED AIR CORP NEW | 4849 | 200895 | COM |
| FORD MTR CO | 14957 | 196245 | COM |
| ROYCE SMALL CAP TRUST INC | 10695 | 172190 | COM |
| ABRDN GLOBAL PREMIER PPTYS F | 41897 | 160884 | COM SH BEN INT |
| INVESCO EXCH TRADED FD TR II | 14119 | 158703 | PFD ETF |
| INVESCO ACTVELY MNGD ETC FD | 10695 | 141709 | OPTIMUM YIELD |
| RITHM CAPITAL CORP | 12210 | 133083 | COM NEW |
| HILLMAN SOLUTIONS CORP | 13177 | 114113 | COM |
| GENERAL ENTERPRISE VENTURES | 13331 | 107715 | COM NEW |
| SURO CAPITAL CORP | 11274 | 106427 | COM NEW |
| ANNEXON INC | 17000 | 85340 | COM |
| SPRINKLR INC | 10689 | 83160 | CL A |
| NANO X IMAGING LTD | 28000 | 78400 | ORD SHS |
| TMC THE METALS COMPANY INC | 10000 | 61700 | COM |
| KRISPY KREME INC | 13469 | 54146 | COM |
| ATAI BECKLEY NV | 12150 | 49694 | SHS |
| ALLOGENE THERAPEUTICS INC | 21789 | 29851 | COM |
| AUTHID INC | 19790 | 17310 | COM |
| EQUILLIUM INC | 10500 | 16275 | COM |
| DAVIS COMMODITIES LTD | 13430 | 4076 | SHS CL A |
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