Corient Private Wealth LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 19, 2026, for the 2025 Q4 period, Corient Private Wealth LLC held in its portfolio 500 assets valued at $75,225,923,054 (i.e. $75.23B).
The most valuable assets in the portfolio included: MICROSOFT CORP ($5.17B), APPLE INC ($2.69B), and ISHARES TR ($2.64B).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Corient Private Wealth LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 17822280 | 5173032752 | COM |
| APPLE INC | 30238557 | 2684884409 | COM |
| ISHARES TR | 17425305 | 2639359818 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 3187706 | 1829127628 | S&P 500 ETF SHS |
| NVIDIA CORPORATION | 13545040 | 1733402813 | COM |
| VANGUARD TAX-MANAGED FDS | 34849543 | 1668308432 | VAN FTSE DEV MKT |
| ALPHABET INC | 11677886 | 1606540340 | CAP STK CL A |
| AMAZON COM INC | 13748505 | 1522782524 | COM |
| ALPHABET INC | 6931580 | 1339773964 | CAP STK CL C |
| META PLATFORMS INC | 5466595 | 1322164478 | CL A |
| BROADCOM INC | 6179908 | 1272587442 | COM |
| SPDR S&P 500 ETF TR | 28350980 | 1061991495 | TR UNIT |
| JPMORGAN CHASE & CO. | 9526745 | 1037823953 | COM |
| VANGUARD INDEX FDS | 1559140 | 701986809 | GROWTH ETF |
| BERKSHIRE HATHAWAY INC DEL | 5122022 | 678176645 | CL B NEW |
| VANGUARD INDEX FDS | 1961875 | 636720735 | TOTAL STK MKT |
| VISA INC | 2956307 | 634082098 | COM CL A |
| ELI LILLY & CO | 1445921 | 608524708 | COM |
| COSTCO WHSL CORP NEW | 6125405 | 601117088 | COM |
| JOHNSON & JOHNSON | 2896418 | 549375111 | COM |
| ABBVIE INC | 2501035 | 538583111 | COM |
| LINDE PLC | 1445708 | 529837205 | SHS |
| MORGAN STANLEY | 3122060 | 511722874 | COM NEW |
| MERCK & CO INC | 5210548 | 492431318 | COM |
| SCHWAB STRATEGIC TR | 20388995 | 490337193 | INTL EQTY ETF |
| NETFLIX INC | 6367139 | 487405129 | COM |
| DIMENSIONAL ETF TRUST | 9946239 | 463395298 | US MKTWIDE VALUE |
| VANGUARD INTL EQUITY INDEX F | 8354805 | 446281662 | FTSE EMR MKT ETF |
| LAM RESEARCH CORP | 5199441 | 405395856 | COM NEW |
| THERMO FISHER SCIENTIFIC INC | 765477 | 402846904 | COM |
| EXXON MOBIL CORP | 4389062 | 380986654 | COM |
| MASTERCARD INCORPORATED | 742528 | 377307414 | CL A |
| HOME DEPOT INC | 1394884 | 375161231 | COM |
| PEPSICO INC | 2581755 | 360577461 | COM |
| AMERICAN CENTY ETF TR | 5824926 | 360181624 | INTL EQT ETF |
| SPDR SERIES TRUST | 9808880 | 343881822 | STATE STREET SPD |
| ISHARES TR | 808581 | 333647119 | RUS 1000 GRW ETF |
| TESLA INC | 21459599 | 332858209 | COM |
| CHEVRON CORP NEW | 2390320 | 331823700 | COM |
| ROPER TECHNOLOGIES INC | 735424 | 327338624 | COM |
| TJX COS INC NEW | 2176136 | 326981517 | COM |
| NEXTERA ENERGY INC | 7925863 | 325918170 | COM |
| PROCTER AND GAMBLE CO | 3130900 | 309783850 | COM |
| VANGUARD INDEX FDS | 1023103 | 309100104 | SML CP GRW ETF |
| VANGUARD BD INDEX FDS | 4188369 | 306906300 | TOTAL BND MRKT |
| ISHARES TR | 4585531 | 298649157 | CORE S&P MCP ETF |
| VANGUARD SPECIALIZED FUNDS | 1365472 | 294933851 | DIV APP ETF |
| S&P GLOBAL INC | 630261 | 287641219 | COM |
| ISHARES TR | 3179930 | 283868832 | CORE MSCI EAFE |
| STRYKER CORPORATION | 811526 | 275370261 | COM |
| MCDONALDS CORP | 1644109 | 263885356 | COM |
| ABBOTT LABS | 2800374 | 263357698 | COM |
| VANGUARD BD INDEX FDS | 3279166 | 257692487 | SHORT TRM BOND |
| RTX CORPORATION | 2428190 | 251337309 | COM |
| ISHARES TR | 2108562 | 245986694 | CORE S&P SCP ETF |
| ASML HOLDING N V | 296904 | 242591418 | N Y REGISTRY SHS |
| STARBUCKS CORP | 2903047 | 240514616 | COM |
| ECOLAB INC | 1096726 | 240038159 | COM |
| DEERE & CO | 545323 | 234639349 | COM |
| SERVICENOW INC | 1569639 | 234630592 | COM |
| DIMENSIONAL ETF TRUST | 4698777 | 234398172 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 7018772 | 232476370 | EMERGING MKTS CO |
| WALMART INC | 2846490 | 229797559 | COM |
| ACCENTURE PLC IRELAND | 931626 | 229712825 | SHS CLASS A |
| DANAHER CORPORATION | 1025570 | 228812343 | COM |
| ISHARES TR | 2327407 | 223265656 | MSCI EAFE ETF |
| CATERPILLAR INC | 595670 | 223093207 | COM |
| ISHARES TR | 2048917 | 222287310 | MSCI USA MMENTM |
| BROOKFIELD CORP | 4909299 | 220960895 | CL A LTD VT SH |
| AMERICAN EXPRESS CO | 1015921 | 220162075 | COM |
| QUANTA SVCS INC | 1151650 | 217892735 | COM |
| PALO ALTO NETWORKS INC | 1337113 | 217511349 | COM |
| VANGUARD INDEX FDS | 1314315 | 215847881 | VALUE ETF |
| TEXAS INSTRS INC | 1246610 | 213964642 | COM |
| VANGUARD SCOTTSDALE FDS | 11695594 | 211773414 | INTER TERM TREAS |
| PARKER-HANNIFIN CORP | 284160 | 210156678 | COM |
| DBX ETF TR | 4343951 | 208783206 | XTRACK MSCI EAFE |
| ORACLE CORP | 1166526 | 208273552 | COM |
| SPDR GOLD TR | 3949227 | 206937409 | GOLD SHS |
| COCA COLA CO | 3298336 | 206173669 | COM |
| VANGUARD MUN BD FDS | 4034038 | 202869664 | TAX EXEMPT BD |
| DIMENSIONAL ETF TRUST | 5972968 | 196453616 | US SMALL CAP VAL |
| PROGRESSIVE CORP | 883272 | 195120508 | COM |
| INTUITIVE SURGICAL INC | 521442 | 193474584 | COM NEW |
| GE AEROSPACE | 2757281 | 190496305 | COM NEW |
| CISCO SYS INC | 3167277 | 186917086 | COM |
| SELECT SECTOR SPDR TR | 1909450 | 184736042 | STATE STREET TEC |
| DIMENSIONAL ETF TRUST | 4512180 | 178640907 | US CORE EQUITY 2 |
| BERKSHIRE HATHAWAY INC DEL | 236 | 178139400 | CL A |
| VANGUARD SCOTTSDALE FDS | 10303448 | 171169544 | INT-TERM CORP |
| ISHARES TR | 823564 | 170416614 | RUS 1000 VAL ETF |
| VANGUARD SCOTTSDALE FDS | 2115709 | 168534283 | SHRT TRM CORP BD |
| VANGUARD STAR FDS | 2416134 | 167665153 | VG TL INTL STK F |
| DIMENSIONAL ETF TRUST | 5967378 | 164920765 | US LARGE CAP VAL |
| INVESCO QQQ TR | 21436917 | 164693300 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 2718201 | 161841808 | US TARGETED VLU |
| WELLS FARGO CO NEW | 1753800 | 159086050 | COM |
| MONDELEZ INTL INC | 2970361 | 158072142 | CL A |
| CUMMINS INC | 492638 | 158032159 | COM |
| MICRON TECHNOLOGY INC | 991498 | 156210853 | COM |
| PACCAR INC | 1403105 | 153176973 | COM |
| DOVER CORP | 783552 | 152973033 | COM |
| ISHARES TR | 1527634 | 152034182 | CORE US AGGBD ET |
| VANGUARD INDEX FDS | 518758 | 150000672 | MID CAP ETF |
| ILLINOIS TOOL WKS INC | 622227 | 149538372 | COM |
| INTERNATIONAL BUSINESS MACHS | 1896675 | 148281510 | COM |
| BOOKING HOLDINGS INC | 54077 | 146225257 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 240664 | 145220343 | UTSER1 S&PDCRP |
| DISNEY WALT CO | 1551824 | 145017006 | COM |
| GOLDMAN SACHS GROUP INC | 2596487 | 143778080 | COM |
| VANGUARD INDEX FDS | 11331335 | 142799251 | SMALL CP ETF |
| ISHARES TR | 717248 | 142644574 | RUSSELL 2000 ETF |
| ETF SER SOLUTIONS | 3193770 | 139567753 | APTUS COLLRD INV |
| TRANE TECHNOLOGIES PLC | 383850 | 134645736 | SHS |
| CARLISLE COS INC | 444603 | 134618767 | COM |
| BANK AMERICA CORP | 3516080 | 132183164 | COM |
| ISHARES TR | 664367 | 131960456 | MSCI USA QLT FCT |
| VANGUARD SCOTTSDALE FDS | 2233994 | 131202658 | SHORT TERM TREAS |
| AMGEN INC | 591748 | 130199042 | COM |
| LOCKHEED MARTIN CORP | 560363 | 129923573 | COM |
| CHUBB LIMITED | 446080 | 129248340 | COM |
| HILTON WORLDWIDE HLDGS INC | 899477 | 127279527 | COM |
| DIMENSIONAL ETF TRUST | 3315153 | 126195576 | INTL CORE EQT MK |
| EATON CORP PLC | 438527 | 125896295 | SHS |
| DIMENSIONAL ETF TRUST | 1695755 | 125774151 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 3310640 | 125481821 | US HIGH PROFITAB |
| BLACKROCK INC | 5490422 | 124709253 | COM |
| ISHARES INC | 1860698 | 124250404 | CORE MSCI EMKT |
| AMERICAN CENTY ETF TR | 1093303 | 122210012 | US EQT ETF |
| CAPITAL ONE FINL CORP | 526349 | 121009025 | COM |
| METTLER TOLEDO INTERNATIONAL | 93054 | 119564558 | COM |
| UNION PAC CORP | 628142 | 119350604 | COM |
| AMERICAN CENTY ETF TR | 1266326 | 119028938 | INTL SMCP VLU |
| VANGUARD INTL EQUITY INDEX F | 1620944 | 117725380 | ALLWRLD EX US |
| EMERSON ELEC CO | 922165 | 116606816 | COM |
| ANALOG DEVICES INC | 526110 | 114841988 | COM |
| SALESFORCE INC | 773553 | 114587030 | COM |
| ISHARES TR | 1649784 | 114528006 | CORE DIV GRWTH |
| ADVANCED MICRO DEVICES INC | 627724 | 112760215 | COM |
| CASEYS GEN STORES INC | 423666 | 111841867 | COM |
| UBER TECHNOLOGIES INC | 1453062 | 111405314 | COM |
| ISHARES TR | 866166 | 110586459 | MSCI ACWI ETF |
| HONEYWELL INTL INC | 607836 | 110284317 | COM |
| SCHWAB STRATEGIC TR | 4028249 | 108412546 | US LRG CAP ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 1583175 | 108112945 | SPONSORED ADS |
| MCKESSON CORP | 141392 | 107813734 | COM |
| AUTOMATIC DATA PROCESSING IN | 417189 | 106805318 | COM |
| LANDSTAR SYS INC | 742215 | 105877092 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 473957 | 104671412 | COM |
| UNITEDHEALTH GROUP INC | 431657 | 104219700 | COM |
| VANGUARD WHITEHALL FDS | 723201 | 103794262 | HIGH DIV YLD |
| QUALCOMM INC | 804481 | 102922232 | COM |
| ARES MANAGEMENT CORPORATION | 628266 | 102003243 | CL A COM STK |
| AMERICAN TOWER CORP NEW | 585408 | 100667239 | COM |
| MICROCHIP TECHNOLOGY INC. | 1569261 | 99755775 | COM |
| VANGUARD ADMIRAL FDS INC | 224263 | 99434417 | 500 GRTH IDX F |
| VANGUARD INDEX FDS | 1110261 | 98784821 | REAL ESTATE ETF |
| RELIANCE INC | 341827 | 98744220 | COM |
| VANGUARD SCOTTSDALE FDS | 900735 | 97309242 | VNG RUS1000GRW |
| VANGUARD INTL EQUITY INDEX F | 688613 | 97139660 | TT WRLD ST ETF |
| OREILLY AUTOMOTIVE INC | 1094152 | 96875596 | COM |
| INTERCONTINENTAL EXCHANGE IN | 632334 | 96761243 | COM |
| APPLOVIN CORP | 4194071 | 95918830 | COM CL A |
| METLIFE INC | 1239691 | 95501481 | COM |
| ZOETIS INC | 756387 | 94751673 | CL A |
| HARBOR ETF TRUST | 3042765 | 94645571 | LONG TERM GROWER |
| MONOLITHIC PWR SYS INC | 2047173 | 92730947 | COM |
| INTUIT | 200018 | 92561017 | COM |
| TRANSDIGM GROUP INC | 76040 | 91912059 | COM |
| AMPHENOL CORP NEW | 799249 | 91286921 | CL A |
| APPLIED MATLS INC | 1112249 | 91149062 | COM |
| PHILLIPS 66 | 724620 | 91069603 | COM |
| ISHARES TR | 847950 | 90823962 | NATIONAL MUN ETF |
| PAYCHEX INC | 800221 | 89607128 | COM |
| VANGUARD WORLD FD | 314346 | 86612566 | INF TECH ETF |
| GOLDMAN SACHS ETF TR | 862645 | 86214224 | ACCES TREASURY |
| DIMENSIONAL ETF TRUST | 2601127 | 85681130 | INTL SMALL CAP E |
| ENTERPRISE PRODS PARTNERS L | 2871383 | 85529817 | COM |
| ISHARES TR | 222816 | 85126188 | RUSSELL 3000 ETF |
| ADOBE INC | 430537 | 85008889 | COM |
| VONTIER CORPORATION | 2297488 | 84340931 | COM |
| ISHARES TR | 259587 | 83897792 | RUS 2000 GRW ETF |
| PHILIP MORRIS INTL INC | 592394 | 83796125 | COM |
| FIRST TR EXCHANGE TRADED FD | 1176963 | 81763981 | RISNG DIVD ACHIV |
| NORTHROP GRUMMAN CORP | 183413 | 81235120 | COM |
| CADENCE DESIGN SYSTEM INC | 293243 | 81189245 | COM |
| HUNT J B TRANS SVCS INC | 503738 | 81025527 | COM |
| BLACKSTONE SECD LENDING FD | 2998446 | 78949071 | COMMON STOCK |
| IDEXX LABS INC | 184587 | 77719812 | COM |
| AMERICAN CENTY ETF TR | 1001434 | 77130409 | AVANTIS EMGMKT |
| MARVELL TECHNOLOGY INC | 952811 | 76894891 | COM |
| SCHWAB CHARLES CORP | 851239 | 76003145 | COM |
| VANGUARD ADMIRAL FDS INC | 368365 | 75459635 | 500 VAL IDX FD |
| PALANTIR TECHNOLOGIES INC | 5272601 | 75362725 | CL A |
| LOWES COS INC | 421376 | 74392235 | COM |
| GILEAD SCIENCES INC | 845377 | 73451530 | COM |
| T-MOBILE US INC | 380016 | 72814230 | COM |
| VANGUARD SCOTTSDALE FDS | 1334945 | 72393858 | LONG TERM TREAS |
| NIKE INC | 1199878 | 72003861 | CL B |
| VANGUARD INDEX FDS | 342596 | 71983986 | SM CP VAL ETF |
| ISHARES TR | 705293 | 71963256 | CORE S&P US VLU |
| BROOKFIELD ASSET MANAGMT LTD | 1370902 | 70879469 | CL A LMT VTG SHS |
| GOLUB CAP BDC INC | 5217576 | 70802482 | COM |
| PFIZER INC | 5179111 | 68695611 | COM |
| MONSTER BEVERAGE CORP NEW | 1314307 | 68513813 | COM |
| WILLIAMS COS INC | 1330958 | 67358641 | COM |
| SPDR INDEX SHS FDS | 1628648 | 67067488 | PORTFOLIO DEVLPD |
| NOVARTIS AG | 482703 | 66575144 | SPONSORED ADR |
| NVR INC | 45572 | 66459157 | COM |
| VANGUARD INDEX FDS | 210710 | 66286071 | LARGE CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 347912 | 64926143 | S&P500 EQL WGT |
| NATURAL RESOURCE PARTNERS L | 620972 | 64829477 | COM UNIT LTD PAR |
| MOTOROLA SOLUTIONS INC | 171670 | 64709878 | COM NEW |
| MARRIOTT INTL INC NEW | 206955 | 62973005 | CL A |
| AIR PRODS & CHEMS INC | 256808 | 62784176 | COM |
| BLACKSTONE INC | 475201 | 62270795 | COM |
| CITIGROUP INC | 1188005 | 60376545 | COM NEW |
| ETF SER SOLUTIONS | 2102108 | 59847009 | APTUS DEFINED |
| AFLAC INC | 558689 | 58628751 | COM |
| ARISTA NETWORKS INC | 566039 | 57979670 | COM SHS |
| AT&T INC | 2565883 | 57567888 | COM |
| SPDR INDEX SHS FDS | 1274634 | 57313644 | PORTFOLIO EMG MK |
| WASTE MGMT INC DEL | 1075906 | 56985918 | COM |
| ISHARES TR | 379394 | 56417127 | CORE S&P TTL STK |
| PNC FINL SVCS GROUP INC | 2630300 | 55944586 | COM |
| PERIMETER SOLUTIONS INC | 2060258 | 55870805 | COMMON STOCK |
| MEDTRONIC PLC | 751932 | 55561653 | SHS |
| ISHARES TR | 706549 | 55397115 | RUS MID CAP ETF |
| NORTHERN TR CORP | 491810 | 55135723 | COM |
| ISHARES GOLD TR | 679234 | 55134423 | ISHARES NEW |
| VAIL RESORTS INC | 458397 | 55100571 | COM |
| DIMENSIONAL ETF TRUST | 1680429 | 54731572 | EMGR CRE EQT MNG |
| ISHARES TR | 689041 | 54049689 | CORE MSCI TOTAL |
| MAIN STR CAP CORP | 890361 | 53767535 | COM |
| FIRST AMERN FINL CORP | 961528 | 53626805 | COM |
| ISHARES TR | 320939 | 53387454 | CORE S&P US GWT |
| CAL MAINE FOODS INC | 650552 | 51764365 | COM NEW |
| AMERICAN CENTY ETF TR | 506611 | 51664425 | US SML CP VALU |
| CONSTELLATION ENERGY CORP | 786488 | 51570585 | COM |
| ALLSTATE CORP | 251397 | 51379626 | COM |
| TETRA TECH INC NEW | 1600021 | 51323404 | COM |
| NORFOLK SOUTHN CORP | 340653 | 50651325 | COM |
| BOEING CO | 426561 | 50255706 | COM |
| COMCAST CORP NEW | 1808383 | 50255257 | CL A |
| CONOCOPHILLIPS | 562517 | 50251621 | COM |
| PUTNAM ETF TRUST | 1100083 | 50134023 | FOCUSED LAR CAP |
| VERIZON COMMUNICATIONS INC | 1323870 | 49839766 | COM |
| SELECT SECTOR SPDR TR | 1324221 | 49113873 | STATE STREET ENE |
| REPUBLIC SVCS INC | 230174 | 48742050 | COM |
| 3M CO | 314438 | 48552508 | COM |
| SCHWAB STRATEGIC TR | 1478359 | 48416408 | EMRG MKTEQ ETF |
| ISHARES TR | 453075 | 47885476 | EXPANDED TECH |
| VANGUARD INDEX FDS | 281645 | 47641495 | MCAP VL IDXVIP |
| MOODYS CORP | 98838 | 47058726 | COM |
| ISHARES TR | 859021 | 46898151 | MSCI EMG MKT ETF |
| HEICO CORP NEW | 276082 | 46822188 | COM |
| WATSCO INC | 472182 | 46743060 | COM |
| VERTEX PHARMACEUTICALS INC | 112138 | 46348537 | COM |
| ISHARES TR | 197945 | 45685592 | RUS 1000 ETF |
| J P MORGAN EXCHANGE TRADED F | 893211 | 45506392 | ULTRA SHT MUNCPL |
| SEMPRA | 519398 | 45198760 | COM |
| UNILEVER PLC | 697592 | 45177120 | SPON ADR NEW |
| GE VERNOVA INC | 1608714 | 45149540 | COM |
| PROFESIONALLY MANAGED PORTFO | 9987425 | 44735725 | AKRE FOCUS ETF |
| MASIMO CORP | 341730 | 44445405 | COM |
| DIMENSIONAL ETF TRUST | 1374995 | 43539217 | INTL HIGH PROFIT |
| AUTOZONE INC | 16150 | 43308623 | COM |
| SHERWIN WILLIAMS CO | 289903 | 43078910 | COM |
| MSCI INC | 143989 | 42921456 | COM |
| COLGATE PALMOLIVE CO | 783928 | 42350422 | COM |
| JOHNSON CTLS INTL PLC | 375021 | 42203526 | SHS |
| ISHARES TR | 339288 | 41818455 | S&P 500 GRWT ETF |
| DIMENSIONAL ETF TRUST | 598521 | 41698982 | US SMALL CAP ETF |
| SCHWAB STRATEGIC TR | 3613460 | 41693413 | US SML CAP ETF |
| TRACTOR SUPPLY CO | 862423 | 41581799 | COM |
| DIMENSIONAL ETF TRUST | 1086838 | 41299853 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 882174 | 41285748 | US CORE EQT MKT |
| GOLDMAN SACHS ETF TR | 960951 | 41263236 | ACTIVEBETA INT |
| ETF SER SOLUTIONS | 1112008 | 41177640 | OPUS SML CP VL |
| TE CONNECTIVITY PLC | 243205 | 41036485 | ORD SHS |
| MARSH & MCLENNAN COS INC | 234068 | 40866175 | COM |
| FIDELITY MERRIMACK STR TR | 931590 | 40604542 | TOTAL BD ETF |
| KLA CORP | 1335869 | 40297381 | COM NEW |
| SSGA ACTIVE ETF TR | 1007579 | 40089737 | STATE STREET DOU |
| L3HARRIS TECHNOLOGIES INC | 190040 | 39986092 | COM |
| VANGUARD INTL EQUITY INDEX F | 277514 | 39751807 | FTSE SMCAP ETF |
| APOLLO GLOBAL MGMT INC | 1024143 | 39735956 | COM |
| CME GROUP INC | 149081 | 38863078 | COM |
| VANGUARD CHARLOTTE FDS | 810350 | 38698845 | TOTAL INT BD ETF |
| DUKE ENERGY CORP NEW | 639383 | 38684788 | COM NEW |
| WW GRAINGER INC | 47927 | 38387165 | COM |
| IDEX CORP | 216976 | 38295701 | COM |
| THE CIGNA GROUP | 156883 | 38268270 | COM |
| ISHARES TR | 127033 | 38250724 | ISHARES SEMICDTR |
| KKR & CO INC | 306795 | 38174517 | COM |
| VALERO ENERGY CORP | 275537 | 38040147 | COM |
| ISHARES TR | 485120 | 37620501 | EAFE SML CP ETF |
| J P MORGAN EXCHANGE TRADED F | 739939 | 37366932 | MUNICIPAL ETF |
| ISHARES TR | 637498 | 37247507 | CRE U S REIT ETF |
| TRAVELERS COMPANIES INC | 135569 | 36965016 | COM |
| INTEL CORP | 1167676 | 36509864 | COM |
| ISHARES TR | 334916 | 36254136 | EAFE GRWTH ETF |
| VEEVA SYS INC | 196746 | 36228634 | CL A COM |
| REINSURANCE GRP OF AMERICA I | 175807 | 35991510 | COM NEW |
| NOVO-NORDISK A S | 706080 | 35890058 | ADR |
| ROCKWELL AUTOMATION INC | 99928 | 35857678 | COM |
| EOG RES INC | 337702 | 35416099 | COM |
| GOLDMAN SACHS ETF TR | 265307 | 35119822 | ACTIVEBETA US LG |
| INVESCO EXCHANGE TRADED FD T | 736947 | 34577970 | RAFI US 1000 ETF |
| J P MORGAN EXCHANGE TRADED F | 709602 | 33298327 | CORE PLUS BD ETF |
| VANGUARD MALVERN FDS | 669149 | 33096118 | STRM INFPROIDX |
| CINTAS CORP | 186959 | 33015362 | COM |
| GENERAL DYNAMICS CORP | 613732 | 32638744 | COM |
| ISHARES TR | 860965 | 32501424 | INTL EQTY FACTOR |
| MCCORMICK & CO INC | 486026 | 32245355 | COM NON VTG |
| EXCHANGE LISTED FDS TR | 1302918 | 31386679 | ETC CABANA TARGT |
| ISHARES BITCOIN TRUST ETF | 705391 | 31339421 | SHS BEN INT |
| ISHARES TR | 427219 | 31301637 | MBS ETF |
| CVS HEALTH CORP | 544487 | 31080451 | COM |
| ALTRIA GROUP INC | 616167 | 30930144 | COM |
| ENERGY TRANSFER L P | 1936780 | 30716731 | COM UT LTD PTN |
| SLB LIMITED | 801116 | 30598981 | COM STK |
| POOL CORP | 165977 | 30475381 | COM |
| NASDAQ INC | 312928 | 30297172 | COM |
| VANGUARD INTL EQUITY INDEX F | 659963 | 30252788 | GLB EX US ETF |
| FEDEX CORP | 312725 | 30218965 | COM |
| MARTIN MARIETTA MATLS INC | 48639 | 30032447 | COM |
| BANK NEW YORK MELLON CORP | 314465 | 29859329 | COM |
| NETEASE INC | 216200 | 29736878 | SPONSORED ADS |
| MPLX LP | 559598 | 29698097 | COM UNIT REP LTD |
| WORLD GOLD TR | 346996 | 29623079 | SPDR GLD MINIS |
| ROLLINS INC | 547762 | 29068595 | COM |
| ISHARES TR | 304476 | 28952765 | ESG AW MSCI EAFE |
| JANUS DETROIT STR TR | 888078 | 28821063 | HENDERSON MTG |
| SELECT SECTOR SPDR TR | 724156 | 28514066 | STATE STREET FIN |
| ISHARES TR | 364089 | 28507201 | 1 3 YR TREAS BD |
| ISHARES TR | 177674 | 28019310 | MICRO-CAP ETF |
| VANGUARD WORLD FD | 208468 | 27828451 | FINANCIALS ETF |
| GENERAL MTRS CO | 360221 | 27702398 | COM |
| SELECT SECTOR SPDR TR | 380759 | 27409551 | STATE STREET CON |
| AVERY DENNISON CORP | 239635 | 27339478 | COM |
| ISHARES TR | 540373 | 27331919 | ULTRA SHORT DUR |
| SCHWAB STRATEGIC TR | 598521 | 27250895 | INTL SCEQT ETF |
| US BANCORP DEL | 538576 | 27193521 | COM NEW |
| ISHARES TR | 581365 | 27056995 | CORE UNIVRSL USD |
| SELECT SECTOR SPDR TR | 262815 | 26910343 | STATE STREET HEA |
| VERISK ANALYTICS INC | 124780 | 26744964 | COM |
| CANADIAN PACIFIC KANSAS CITY | 363877 | 26622098 | COM |
| AON PLC | 95394 | 26582085 | SHS CL A |
| COPART INC | 715716 | 26547078 | COM |
| SHELL PLC | 392208 | 26489812 | SPON ADS |
| SCHWAB STRATEGIC TR | 868492 | 26123875 | US MID-CAP ETF |
| BRISTOL-MYERS SQUIBB CO | 568334 | 26119180 | COM |
| SCHWAB STRATEGIC TR | 958392 | 26078259 | FUNDAMENTAL US L |
| AGILENT TECHNOLOGIES INC | 284303 | 25907758 | COM |
| DIMENSIONAL ETF TRUST | 740371 | 25513195 | INTL CORE EQUITY |
| YUM BRANDS INC | 246380 | 25455453 | COM |
| NUVEEN CHURCHILL DIRECT LEND | 1904763 | 25409538 | COM SHS |
| CORNING INC | 1656906 | 25381116 | COM |
| PROLOGIS INC. | 211759 | 25246229 | COM |
| KIMBERLY-CLARK CORP | 308727 | 25062645 | COM |
| PIMCO ETF TR | 934870 | 24967005 | MULTISECTOR BD |
| GALLAGHER ARTHUR J & CO | 97571 | 24935569 | COM |
| ISHARES TR | 145868 | 24827959 | RUS 2000 VAL ETF |
| FIRST TR EXCH TRADED FD III | 1225195 | 24559036 | SHRT DUR MNG MUN |
| ISHARES TR | 114265 | 24230462 | S&P 500 VAL ETF |
| FERRARI N V | 65547 | 24223780 | COM |
| CSX CORP | 671639 | 24116040 | COM |
| LEIDOS HOLDINGS INC | 323828 | 24116015 | COM |
| ARES CAPITAL CORP | 1191114 | 24090381 | COM |
| CBRE GROUP INC | 151124 | 24047132 | CL A |
| STATE STR CORP | 269935 | 24017364 | COM |
| NEWMONT CORP | 706081 | 24010032 | COM |
| UNITED PARCEL SERVICE INC | 252105 | 23818047 | CL B |
| FRANCO NEV CORP | 114180 | 23773581 | COM |
| J P MORGAN EXCHANGE TRADED F | 469363 | 23745145 | ULTRA SHRT ETF |
| FASTENAL CO | 600387 | 23703193 | COM |
| CARRIER GLOBAL CORPORATION | 447054 | 23627454 | COM |
| GLOBE LIFE INC | 181076 | 23460822 | COM |
| ELEVANCE HEALTH INC FORMERLY | 87355 | 23253549 | COM |
| MARATHON PETE CORP | 151427 | 23213986 | COM |
| AMERICAN INTL GROUP INC | 330137 | 22912203 | COM NEW |
| ISHARES TR | 166929 | 22906031 | RUS MD CP GR ETF |
| SCHWAB STRATEGIC TR | 827982 | 22716557 | US DIVIDEND EQ |
| MGM RESORTS INTERNATIONAL | 932610 | 22547408 | COM |
| BLACKROCK ETF TRUST II | 425344 | 22446713 | ISHARES FLEXIBLE |
| ISHARES TR | 222942 | 22377918 | 0-3 MNTH TREASRY |
| BOSTON SCIENTIFIC CORP | 242992 | 22238262 | COM |
| WILLIAMS SONOMA INC | 289713 | 22076825 | COM |
| ISHARES TR | 409667 | 21930546 | CORE DIVID ETF |
| VANGUARD INDEX FDS | 89061 | 21910487 | MCAP GR IDXVIP |
| SUNCOR ENERGY INC NEW | 488587 | 21732276 | COM |
| AMETEK INC | 230397 | 21716090 | COM |
| WEC ENERGY GROUP INC | 296623 | 21674312 | COM |
| SOUTHERN CO | 345270 | 21664437 | COM |
| SCHWAB STRATEGIC TR | 825641 | 21659248 | US BRD MKT ETF |
| JONES LANG LASALLE INC | 63576 | 21391671 | COM |
| WISDOMTREE TR | 242932 | 21200933 | US LARGECAP DIVD |
| ISHARES TR | 414681 | 21024331 | 0-5YR INVT GR CP |
| CBOE GLOBAL MKTS INC | 88384 | 20661094 | COM |
| RESMED INC | 96986 | 20634838 | COM |
| HCA HEALTHCARE INC | 219276 | 20573745 | COM |
| BROWN & BROWN INC | 284679 | 20413381 | COM |
| AMCOR PLC | 2433974 | 20299096 | ORD |
| KROGER CO | 354101 | 20292982 | COM |
| ISHARES TR | 359722 | 20262945 | MSCI ACWI EX US |
| CAPITAL GROUP GBL GROWTH EQT | 20211701 | 20220181 | SHS CREATION UNI |
| VICTORY PORTFOLIOS II | 925940 | 20068367 | CORE INTRMEDIATE |
| ATI INC | 171869 | 19961984 | COM |
| DIMENSIONAL ETF TRUST | 609522 | 19949671 | WORLD EX US CORE |
| SHOPIFY INC | 924715 | 19836269 | CL A SUB VTG SHS |
| ISHARES TR | 132786 | 19782538 | ESG AWR MSCI USA |
| KINDER MORGAN INC DEL | 750160 | 19750296 | COM |
| VANGUARD WHITEHALL FDS | 218285 | 19714688 | INTL HIGH ETF |
| BHP GROUP LTD | 323596 | 19537164 | SPONSORED ADS |
| VANGUARD WORLD FD | 119030 | 19480187 | UTILITIES ETF |
| AMERICAN ELEC PWR CO INC | 196707 | 19283921 | COM |
| ZEBRA TECHNOLOGIES CORPORATI | 98103 | 19208666 | CL A |
| ASTRAZENECA PLC | 331081 | 19153426 | SPONSORED ADR |
| ISHARES TR | 282323 | 19060845 | SELECT DIVID ETF |
| SELECT SECTOR SPDR TR | 245433 | 18921591 | STATE STREET IND |
| ISHARES TR | 93752 | 18720741 | U.S. TECH ETF |
| VANGUARD WORLD FD | 146984 | 18508668 | ENERGY ETF |
| VANGUARD WHITEHALL FDS | 273148 | 18418388 | EM MK GOV BD ETF |
| BLUE OWL CAPITAL CORPORATION | 1454870 | 18187789 | COM |
| VISTRA CORP | 907611 | 18170878 | COM |
| ISHARES INC | 248608 | 18070527 | MSCI EMRG CHN |
| ISHARES TR | 201222 | 18051290 | RUS MDCP VAL ETF |
| DIMENSIONAL ETF TRUST | 682977 | 18044254 | GLOBAL REAL EST |
| CACI INTL INC | 33526 | 18015872 | CL A |
| AMERICAN CENTY ETF TR | 250584 | 17554441 | AVANTIS RESPONSI |
| IRON MTN INC DEL | 262254 | 17517810 | COM |
| EXPEDIA GROUP INC | 397165 | 17484141 | COM NEW |
| ISHARES TR | 123690 | 17460171 | S&P SML 600 GWT |
| SPDR DOW JONES INDL AVERAGE | 119810 | 17325549 | UT SER 1 |
| BALCHEM CORP | 110326 | 17046616 | COM |
| UNITED RENTALS INC | 343965 | 17040313 | COM |
| CORPAY INC | 56819 | 17007076 | COM SHS |
| IONIS PHARMACEUTICALS INC | 214936 | 17003589 | COM |
| PAYPAL HLDGS INC | 342332 | 16792607 | COM |
| EBAY INC. | 254624 | 16724034 | COM |
| CARDINAL HEALTH INC | 86424 | 16710965 | COM |
| PACKAGING CORP AMER | 113444 | 16710199 | COM |
| BECTON DICKINSON & CO | 91193 | 16658152 | COM |
| BIO-TECHNE CORP | 367007 | 16606270 | COM |
| INGERSOLL RAND INC | 210525 | 16451690 | COM |
| AUTODESK INC | 222568 | 16434719 | COM |
| PUBLIC STORAGE OPER CO | 176953 | 16405414 | COM |
| CROWDSTRIKE HLDGS INC | 141561 | 16355019 | CL A |
| ROCKET LAB CORP | 234053 | 16319025 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 205529 | 16264013 | COM |
| DOMINION ENERGY INC | 288090 | 16184870 | COM |
| ISHARES TR | 352252 | 15914475 | MSCI INTL QUALTY |
| VANGUARD WELLINGTON FD | 156555 | 15902024 | SHORT TRM TAX EX |
| INVESCO EXCH TRD SLF IDX FD | 257781 | 15758164 | RUSL 1000 DYNM |
| SIMON PPTY GROUP INC NEW | 87486 | 15742631 | COM |
| ISHARES TR | 222027 | 15625281 | EAFE VALUE ETF |
| CHURCH & DWIGHT CO INC | 186306 | 15519888 | COM |
| FAIR ISAAC CORP | 10761 | 15463861 | COM |
| FORTINET INC | 255787 | 15310078 | COM |
| VANGUARD INTL EQUITY INDEX F | 192362 | 15287611 | FTSE EUROPE ETF |
| DELL TECHNOLOGIES INC | 222352 | 15104671 | CL C |
| CANADIAN NAT RES LTD | 450326 | 15040881 | COM |
| ISHARES TR | 123548 | 15024644 | CORE HIGH DV ETF |
| ISHARES TR | 43185 | 14812293 | S&P 100 ETF |
| OKLO INC | 241436 | 14786380 | COM CL A |
| ONEOK INC NEW | 353109 | 14738900 | COM |
| VERALTO CORP | 147228 | 14737058 | COM SHS |
| AMERICAN CENTY ETF TR | 209753 | 14696422 | AVANTIS US SMALL |
| PULTE GROUP INC | 292834 | 14588065 | COM |
| VANGUARD WORLD FD | 74858 | 14494796 | COMM SRVC ETF |
| D R HORTON INC | 101347 | 14473069 | COM |
| SELECT SECTOR SPDR TR | 406281 | 14407076 | STATE STREET UTI |
| ISHARES INC | 178089 | 14387963 | MSCI JAPAN ETF |
| ISHARES TR | 109277 | 14381255 | S&P MC 400VL ETF |
| VANGUARD WORLD FD | 69246 | 14372133 | MATERIALS ETF |
| FIDELITY COVINGTON TRUST | 213558 | 14354877 | LOW VOLITY ETF |
| TARGET CORP | 164286 | 14305820 | COM |
| VANGUARD BD INDEX FDS | 181348 | 14125006 | INTERMED TERM |
| PACER FDS TR | 234438 | 14106353 | US CASH COWS 100 |
| FISERV INC | 209816 | 13921797 | COM |
| SYSCO CORP | 193688 | 13846561 | COM |
| ISHARES TR | 105648 | 13646085 | EXPND TEC SC ETF |
| ROYAL CARIBBEAN GROUP | 173083 | 13622341 | COM |
| ISHARES U S ETF TR | 263271 | 13453136 | SHORT DURATION B |
| BANK NOVA SCOTIA HALIFAX | 182233 | 13428758 | COM |
| CORTEVA INC | 203950 | 13421602 | COM |
| AMERIPRISE FINL INC | 30252 | 13324387 | COM |
| ISHARES TR | 129854 | 13295759 | 0-5 YR TIPS ETF |
| HALOZYME THERAPEUTICS INC | 196329 | 13212940 | COM |
| HARTFORD INSURANCE GROUP INC | 104021 | 13201265 | COM |
| OTIS WORLDWIDE CORP | 151180 | 13052926 | COM |
| FIRST TR EXCHANGE-TRADED FD | 90726 | 13004069 | NASDAQ-100 SEL |
| CENCORA INC | 40021 | 12839851 | COM |
| NATIONAL GRID PLC | 214915 | 12797301 | SPONSORED ADR NE |
| LABCORP HOLDINGS INC | 92438 | 12790297 | COM SHS |
| AMERICAN CENTY ETF TR | 168739 | 12785294 | US LARGE CAP VLU |
| EXCHANGE TRADED CONCEPTS TRU | 244820 | 12759615 | ROBO GLB ETF |
| OLD DOMINION FREIGHT LINE IN | 101399 | 12736529 | COM |
| VANGUARD WORLD FD | 43696 | 12578869 | HEALTH CAR ETF |
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