CWM, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, CWM, LLC held in its portfolio 500 assets valued at $36,907,290 (i.e. $36.91M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($3.84M), ISHARES TR ($983.43K), and ISHARES TR ($800.22K).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CWM, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 71338154 | 3838186 | STATE STREET SPD |
| ISHARES TR | 1435788 | 983429 | CORE S&P500 ETF |
| ISHARES TR | 17194171 | 800217 | CORE UNIVRSL USD |
| APPLE INC | 2714924 | 736809 | COM |
| SPDR INDEX SHS FDS | 15520557 | 689268 | PORTFOLIO DEVLPD |
| NVIDIA CORPORATION | 3388887 | 629320 | COM |
| ISHARES TR | 4775251 | 588597 | S&P 500 GRWT ETF |
| ISHARES TR | 2579248 | 546981 | S&P 500 VAL ETF |
| MICROSOFT CORP | 1070954 | 517935 | COM |
| BLACKROCK ETF TRUST | 8014666 | 487372 | ISHARES US EQUIT |
| ISHARES TR | 2245928 | 446086 | MSCI USA QLT FCT |
| ISHARES TR | 1190792 | 408406 | S&P 100 ETF |
| ISHARES TR | 5503686 | 393018 | EAFE VALUE ETF |
| PIMCO ETF TR | 4149576 | 386243 | ACTIVE BD ETF |
| ISHARES INC | 5690088 | 382488 | CORE MSCI EMKT |
| INVESCO EXCH TRADED FD TR II | 2992182 | 357027 | S&P 500 MOMNTM |
| AMAZON COM INC | 1542638 | 355617 | COM |
| SPDR S&P 500 ETF TR | 687341 | 346231 | TR UNIT |
| ALPHABET INC | 1039950 | 325504 | CAP STK CL A |
| INVESCO QQQ TR | 514062 | 315793 | UNIT SER 1 |
| VANGUARD INDEX FDS | 643577 | 313976 | GROWTH ETF |
| ISHARES TR | 1141425 | 285710 | MSCI USA MMENTM |
| SCHWAB STRATEGIC TR | 7458612 | 243300 | US LCAP GR ETF |
| BROADCOM INC | 650857 | 225262 | COM |
| SELECT SECTOR SPDR TR | 1405043 | 202284 | STATE STREET TEC |
| FIRST TR EXCHNG TRADED FD VI | 5775193 | 193823 | FT VEST LADDERED |
| BERKSHIRE HATHAWAY INC DEL | 384825 | 193432 | CL B NEW |
| SSGA ACTIVE ETF TR | 4740178 | 190792 | STATE STREET DOU |
| ISHARES TR | 1910110 | 181881 | MBS ETF |
| TESLA INC | 389506 | 175169 | COM |
| JPMORGAN CHASE & CO. | 536109 | 172745 | COM |
| BLACKROCK ETF TRUST | 5120639 | 170517 | ISHARES A I INNO |
| PIMCO ETF TR | 1675562 | 168126 | ENHAN SHRT MA AC |
| META PLATFORMS INC | 252783 | 166860 | CL A |
| VANGUARD INDEX FDS | 859845 | 164222 | VALUE ETF |
| ISHARES TR | 1591487 | 161806 | 10-20 YR TRS ETF |
| ISHARES GOLD TR | 1954113 | 158615 | ISHARES NEW |
| SSGA ACTIVE ETF TR | 3802612 | 154025 | STATE STREET ULT |
| SCHWAB STRATEGIC TR | 5505058 | 151004 | US DIVIDEND EQ |
| SPDR GOLD TR | 380100 | 150638 | GOLD SHS |
| FIDELITY MERRIMACK STR TR | 3268874 | 150499 | TOTAL BD ETF |
| ELI LILLY & CO | 137831 | 148124 | COM |
| PUTNAM ETF TRUST | 3249628 | 148086 | FOCUSED LAR CAP |
| FIRST TR EXCHNG TRADED FD VI | 2810061 | 144767 | FT VEST US EQT |
| ALPHABET INC | 446558 | 140130 | CAP STK CL C |
| VANGUARD INDEX FDS | 220765 | 138449 | S&P 500 ETF SHS |
| WALMART INC | 1233521 | 137427 | COM |
| JOHNSON & JOHNSON | 656875 | 135940 | COM |
| J P MORGAN EXCHANGE TRADED F | 1452422 | 134785 | ACTIVE GROWTH |
| J P MORGAN EXCHANGE TRADED F | 1706206 | 127761 | INTRNL RES EQT |
| SPDR INDEX SHS FDS | 2433270 | 126846 | PORTFLO EURP ETF |
| EXXON MOBIL CORP | 1053880 | 126824 | COM |
| BLACKROCK ETF TRUST | 3261677 | 125770 | ISHARES US THEMA |
| SPDR INDEX SHS FDS | 2438252 | 114135 | PORTFOLIO EMG MK |
| PIMCO ETF TR | 4218007 | 112536 | MULTISECTOR BD |
| ISHARES TR | 2178011 | 108922 | CORE INTL AGGR |
| PIMCO ETF TR | 1108969 | 108513 | INV GRD CRP BD |
| MERCK & CO INC | 1017023 | 107052 | COM |
| TIDAL TRUST II | 3775730 | 106174 | RET STCKD GL STK |
| ABBVIE INC | 460001 | 105106 | COM |
| BLACKROCK ETF TRUST II | 1976232 | 104286 | ISHARES FLEXIBLE |
| CISCO SYS INC | 1329980 | 102448 | COM |
| CAPITAL GROUP GROWTH ETF | 2255337 | 100295 | SHS CREATION UNI |
| PROCTER AND GAMBLE CO | 685934 | 98301 | COM |
| LISTED FDS TR | 3891846 | 98113 | SWAN HEDGED EQTY |
| INVESCO ACTIVELY MANAGED EXC | 2060937 | 97730 | TOTAL RETURN |
| ISHARES TR | 453853 | 97438 | US AER DEF ETF |
| AMERICAN CENTY ETF TR | 1150755 | 94730 | INTL EQT ETF |
| J P MORGAN EXCHANGE TRADED F | 1653081 | 94622 | EQUITY PREMIUM |
| SCHWAB STRATEGIC TR | 4022406 | 94004 | US AGGREGATE B |
| PIMCO ETF TR | 939933 | 90182 | ENHNCD LW DUR AC |
| VISA INC | 255371 | 89561 | COM CL A |
| WISDOMTREE TR | 859111 | 87475 | US HIGH DIVIDEND |
| PALANTIR TECHNOLOGIES INC | 491914 | 87438 | CL A |
| CAPITAL GROUP DIVIDEND VALUE | 1997808 | 87184 | SHS CREATION UNI |
| INVESCO EXCH TRADED FD TR II | 337950 | 85474 | NASDAQ 100 ETF |
| ISHARES TR | 950067 | 84993 | CORE MSCI EAFE |
| HOME DEPOT INC | 242226 | 83350 | COM |
| VANGUARD SCOTTSDALE FDS | 1007033 | 80291 | SHRT TRM CORP BD |
| SIMPLIFY EXCHANGE TRADED FUN | 2939794 | 80139 | MANAGED FUTURES |
| ISHARES TR | 535621 | 79642 | CORE S&P TTL STK |
| WORLD GOLD TR | 931521 | 79524 | SPDR GLD MINIS |
| GE AEROSPACE | 256165 | 78508 | COM NEW |
| CAPITAL GROUP CORE BALANCED | 2168040 | 76597 | SHS |
| WISDOMTREE TR | 1647308 | 76501 | US HGH YLD CORP |
| BANK AMERICA CORP | 1386978 | 76284 | COM |
| WISDOMTREE TR | 1378802 | 75572 | US EFFICIENT COR |
| DOUBLELINE ETF TRUST | 1622210 | 75213 | OPPORTUNISTIC CO |
| ISHARES TR | 795730 | 74926 | MSCI USA MIN VOL |
| PEPSICO INC | 514612 | 73857 | COM |
| ISHARES TR | 687924 | 73684 | NATIONAL MUN ETF |
| ISHARES TR | 719445 | 71858 | CORE US AGGBD ET |
| SCHWAB STRATEGIC TR | 2934069 | 70535 | INTL EQTY ETF |
| AMERICAN CENTY ETF TR | 1389743 | 70015 | DIVERSIFIED MU |
| VANGUARD INDEX FDS | 202911 | 68030 | TOTAL STK MKT |
| FIRST TR EXCHANGE TRADED FD | 970829 | 67443 | RISNG DIVD ACHIV |
| CATERPILLAR INC | 117356 | 67230 | COM |
| VANECK ETF TRUST | 646558 | 66958 | MRNGSTR WDE MOAT |
| BRISTOL-MYERS SQUIBB CO | 1228590 | 66270 | COM |
| INTERNATIONAL BUSINESS MACHS | 220569 | 65335 | COM |
| VANGUARD INTL EQUITY INDEX F | 876974 | 64510 | ALLWRLD EX US |
| J P MORGAN EXCHANGE TRADED F | 1178579 | 63726 | ACTIVE BOND ETF |
| FIDELITY COVINGTON TRUST | 1644613 | 63616 | ENHANCED LARGE |
| SELECT SECTOR SPDR TR | 536255 | 63128 | STATE STREET COM |
| ORACLE CORP | 323239 | 63003 | COM |
| ISHARES TR | 613072 | 62864 | CORE S&P US VLU |
| GOLDMAN SACHS ETF TR | 1242300 | 62699 | ULTRA SHORT BOND |
| TIDAL TRUST II | 2192957 | 62170 | RETURN STCKD US |
| COSTCO WHSL CORP NEW | 71705 | 61834 | COM |
| ISHARES TR | 130580 | 61803 | RUS 1000 GRW ETF |
| J P MORGAN EXCHANGE TRADED F | 958735 | 61723 | SMALL & MID CAP |
| ISHARES TR | 1643393 | 61455 | BROAD USD HIGH |
| VERIZON COMMUNICATIONS INC | 1486831 | 60559 | COM |
| SELECT SECTOR SPDR TR | 1383556 | 59064 | STATE STREET UTI |
| FIDELITY COVINGTON TRUST | 1069699 | 58662 | BLUE CHIP GRWTH |
| AT&T INC | 2316764 | 57548 | COM |
| TJX COS INC NEW | 372642 | 57242 | COM |
| J P MORGAN EXCHANGE TRADED F | 1115317 | 56424 | ULTRA SHRT ETF |
| MICRON TECHNOLOGY INC | 197019 | 56231 | COM |
| VANGUARD WHITEHALL FDS | 619181 | 55726 | INTL HIGH ETF |
| DIMENSIONAL ETF TRUST | 1674861 | 55404 | EMERGING MKTS CO |
| CHEVRON CORP NEW | 359809 | 54839 | COM |
| SNOWFLAKE INC | 249886 | 54815 | COM SHS |
| WISDOMTREE TR | 1237268 | 54502 | YIELD ENHANCD US |
| AMGEN INC | 163784 | 53608 | COM |
| ISHARES TR | 555651 | 53498 | JPMORGAN USD EMG |
| UNITEDHEALTH GROUP INC | 158866 | 52443 | COM |
| FIRST TR EXCHANGE TRADED FD | 730867 | 52220 | NASDAQ CYB ETF |
| FIDELITY MERRIMACK STR TR | 1021446 | 52053 | MUN BD OPPORTUN |
| ACCENTURE PLC IRELAND | 190055 | 50992 | SHS CLASS A |
| ISHARES TR | 944617 | 50896 | ISHS 5-10YR INVT |
| COCA COLA CO | 721031 | 50407 | COM |
| SELECT SECTOR SPDR TR | 1126411 | 50362 | STATE STREET ENE |
| ADVANCED MICRO DEVICES INC | 234019 | 50118 | COM |
| FRANKLIN TEMPLETON ETF TR | 1244471 | 48397 | INTL COR DIV TIL |
| PIMCO ETF TR | 922709 | 48359 | INTER MUN BD ACT |
| VANGUARD INDEX FDS | 272291 | 48296 | MCAP VL IDXVIP |
| DIMENSIONAL ETF TRUST | 967006 | 48254 | INTERNATNAL VAL |
| WISDOMTREE TR | 539056 | 48208 | US QTLY DIV GRT |
| J P MORGAN EXCHANGE TRADED F | 823751 | 47876 | NASDAQ EQT PREM |
| MASTERCARD INCORPORATED | 83248 | 47525 | CL A |
| REGENERON PHARMACEUTICALS | 60569 | 46752 | COM |
| FIRST TR EXCHANGE-TRADED FD | 1310365 | 46322 | GROWTH STRENGTH |
| AMERICAN CENTY ETF TR | 601178 | 46303 | AVANTIS EMGMKT |
| ISHARES TR | 428788 | 46210 | ESG AWR MSCI USA |
| ISHARES TR | 688424 | 45436 | CORE S&P MCP ETF |
| LOCKHEED MARTIN CORP | 93899 | 45416 | COM |
| GLOBAL X FDS | 2545651 | 44982 | NASDAQ 100 COVER |
| SCHWAB STRATEGIC TR | 990278 | 44633 | FUNDAMENTAL INTL |
| NETFLIX INC | 469496 | 44020 | COM |
| GILEAD SCIENCES INC | 354924 | 43563 | COM |
| SCHWAB STRATEGIC TR | 1648774 | 43247 | US BRD MKT ETF |
| FRANKLIN TEMPLETON ETF TR | 763619 | 42961 | US MID CP MLTFCT |
| J P MORGAN EXCHANGE TRADED F | 897404 | 42678 | SHORT DURA CORE |
| ABBOTT LABS | 327276 | 41004 | COM |
| BOEING CO | 188382 | 40902 | COM |
| WELLS FARGO CO NEW | 436768 | 40707 | COM |
| DIMENSIONAL ETF TRUST | 1247591 | 40634 | EMGR CRE EQT MNG |
| PFIZER INC | 1625379 | 40472 | COM |
| VANGUARD CHARLOTTE FDS | 829587 | 40086 | TOTAL INT BD ETF |
| WISDOMTREE TR | 890387 | 39257 | INTERNATIONL EFI |
| J P MORGAN EXCHANGE TRADED F | 797213 | 39127 | US VALUE FACTR |
| ISHARES INC | 675529 | 39079 | EMNG MKTS EQT |
| BANK NEW YORK MELLON CORP | 334561 | 38839 | COM |
| TRAVELERS COMPANIES INC | 131852 | 38245 | COM |
| INVESCO EXCH TRD SLF IDX FD | 667862 | 38175 | RAFI STRATGIC US |
| RTX CORPORATION | 207464 | 38049 | COM |
| INNOVATOR ETFS TRUST | 826796 | 37808 | US EQTY PWR BUF |
| INVESCO EXCHANGE TRADED FD T | 272771 | 37768 | S&P MDCP MOMNTUM |
| VANGUARD SCOTTSDALE FDS | 445581 | 37317 | INT-TERM CORP |
| GENERAL DYNAMICS CORP | 110211 | 37104 | COM |
| VANGUARD INDEX FDS | 173948 | 36840 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 131898 | 36818 | MCAP GR IDXVIP |
| SALESFORCE INC | 138572 | 36709 | COM |
| UNION PAC CORP | 156127 | 36115 | COM |
| ISHARES TR | 790126 | 36077 | INVESTMENT GRADE |
| PIMCO ETF TR | 711164 | 35864 | SHTRM MUN BD ACT |
| LEGG MASON ETF INVT | 971487 | 35770 | FRANKLIN INTL LW |
| GOLDMAN SACHS GROUP INC | 40409 | 35519 | COM |
| QUALCOMM INC | 206117 | 35256 | COM |
| INTEL CORP | 952957 | 35164 | COM |
| VANGUARD INDEX FDS | 115034 | 34753 | SML CP GRW ETF |
| MCDONALDS CORP | 113091 | 34564 | COM |
| DIMENSIONAL ETF TRUST | 1046523 | 34472 | INTL SMALL CAP E |
| AMERICAN CENTY ETF TR | 337661 | 34435 | US SML CP VALU |
| ISHARES TR | 342399 | 34370 | 0-3 MNTH TREASRY |
| ALLSTATE CORP | 163337 | 33999 | COM |
| VANGUARD TAX-MANAGED FDS | 541756 | 33843 | VAN FTSE DEV MKT |
| CROWDSTRIKE HLDGS INC | 72070 | 33784 | CL A |
| DIMENSIONAL ETF TRUST | 968394 | 33129 | US LARGE CAP VAL |
| CENTENE CORP DEL | 804946 | 33124 | COM |
| STRATEGY SHS | 668637 | 32596 | DAY HAGAN SMART |
| CHUBB LIMITED | 103676 | 32359 | COM |
| ISHARES TR | 232254 | 31756 | MSCI USA VALUE |
| EXPEDIA GROUP INC | 111713 | 31649 | COM NEW |
| CBOE GLOBAL MKTS INC | 125920 | 31606 | COM |
| MEDTRONIC PLC | 328909 | 31595 | SHS |
| FEDEX CORP | 108031 | 31206 | COM |
| WISDOMTREE TR | 658917 | 30778 | EMER MKT HIGH FD |
| WISDOMTREE TR | 433715 | 30733 | US LARGECAP FUND |
| PALO ALTO NETWORKS INC | 166625 | 30692 | COM |
| ARISTA NETWORKS INC | 231419 | 30323 | COM SHS |
| JANUS DETROIT STR TR | 608829 | 29918 | HENDRSN SHRT ETF |
| ATLASSIAN CORPORATION | 184026 | 29838 | CL A |
| INVESCO EXCHANGE TRADED FD T | 413528 | 29778 | S&P SMLCP MOMENT |
| UNITED PARCEL SERVICE INC | 297357 | 29495 | CL B |
| PG&E CORP | 1833137 | 29459 | COM |
| AMERICAN ELEC PWR CO INC | 255412 | 29452 | COM |
| TORO CO | 373083 | 29369 | COM |
| VANGUARD INDEX FDS | 113423 | 29258 | SMALL CP ETF |
| ALTRIA GROUP INC | 503842 | 29052 | COM |
| PACCAR INC | 259855 | 28457 | COM |
| COMFORT SYS USA INC | 30320 | 28297 | COM |
| ZOOM COMMUNICATIONS INC | 327664 | 28274 | CL A |
| NISOURCE INC | 672735 | 28093 | COM |
| INTUITIVE SURGICAL INC | 49521 | 28047 | COM NEW |
| VANGUARD SPECIALIZED FUNDS | 125241 | 27525 | DIV APP ETF |
| INVESCO EXCHANGE TRADED FD T | 143173 | 27426 | S&P500 EQL WGT |
| DISNEY WALT CO | 238267 | 27108 | COM |
| WASTE MGMT INC DEL | 123123 | 27051 | COM |
| ADOBE INC | 77140 | 26998 | COM |
| EDISON INTL | 449491 | 26978 | COM |
| GLOBAL X FDS | 1426501 | 26975 | US PFD ETF |
| SELECT SECTOR SPDR TR | 253673 | 26535 | STATE STREET CON |
| INNOVATOR ETFS TRUST | 787260 | 26381 | DEFINED WLT SHLD |
| CAPITAL GRP FIXED INCM ETF T | 954760 | 26370 | US MULTI-SECTOR |
| CAMBRIA ETF TR | 809897 | 26314 | CAMBRIA FGN SHR |
| INVESCO EXCH TRADED FD TR II | 473235 | 26298 | S&P INTL MOMNT |
| INVESCO ACTIVELY MANAGED EXC | 522041 | 26233 | ULTRA SHRT DUR |
| PIMCO ETF TR | 526941 | 26186 | MTG BKD SECS ACT |
| AMPHENOL CORP NEW | 192637 | 26033 | CL A |
| J P MORGAN EXCHANGE TRADED F | 515077 | 26011 | MUNICIPAL ETF |
| COMCAST CORP NEW | 866565 | 25902 | CL A |
| EA SERIES TRUST | 224571 | 25848 | ALPHA ARCH 1-3 |
| ISHARES TR | 684245 | 25830 | INTL EQTY FACTOR |
| ARCH CAP GROUP LTD | 268083 | 25715 | ORD |
| BERKSHIRE HATHAWAY INC DEL | 34 | 25663 | CL A |
| GENERAL MTRS CO | 314441 | 25570 | COM |
| CONSOLIDATED EDISON INC | 257418 | 25567 | COM |
| ISHARES TR | 127828 | 25525 | U.S. TECH ETF |
| DUKE ENERGY CORP NEW | 214498 | 25141 | COM NEW |
| BOOKING HOLDINGS INC | 4683 | 25079 | COM |
| PIMCO ETF TR | 906484 | 25010 | COMMODITY STRAT |
| UBER TECHNOLOGIES INC | 305376 | 24757 | COM |
| ISHARES TR | 1071354 | 24668 | US TREAS BD ETF |
| EVEREST GROUP LTD | 72592 | 24634 | COM |
| VANGUARD INDEX FDS | 84817 | 24616 | MID CAP ETF |
| SERVICE CORP INTL | 314229 | 24500 | COM |
| ALBEMARLE CORP | 173196 | 24497 | COM |
| MORGAN STANLEY | 137688 | 24444 | COM NEW |
| AMPLIFY ETF TR | 547840 | 24379 | CWP ENHANCED DIV |
| PIMCO ETF TR | 534744 | 24235 | MUNI INCOME OPP |
| CAPITAL GROUP CORE EQUITY ET | 602206 | 24227 | SHS CREATION UNI |
| VICTORY PORTFOLIOS II | 782955 | 24143 | VICTORYSHARES WE |
| AIRBNB INC | 177380 | 24074 | COM CL A |
| EATON CORP PLC | 74979 | 23881 | SHS |
| GE VERNOVA INC | 36777 | 23841 | COM |
| ISHARES TR | 113083 | 23786 | RUS 1000 VAL ETF |
| JACOBS SOLUTIONS INC | 179235 | 23741 | COM |
| PNC FINL SVCS GROUP INC | 113212 | 23631 | COM |
| PIMCO ETF TR | 248938 | 23604 | 0-5 HIGH YIELD |
| DIMENSIONAL ETF TRUST | 595143 | 23562 | US CORE EQUITY 2 |
| CAPITAL ONE FINL CORP | 96922 | 23490 | COM |
| ISHARES TR | 490818 | 23486 | ESG AWR US AGRGT |
| THE CIGNA GROUP | 84803 | 23340 | COM |
| FIRST TR EXCHNG TRADED FD VI | 873047 | 23162 | FT VEST LAD |
| FIRST TR EXCHANGE-TRADED FD | 1354146 | 23034 | WCM INTL EQUITY |
| PROSHARES TR | 396305 | 22954 | PSHS ULT S&P 500 |
| ISHARES TR | 237452 | 22859 | RUS MID CAP ETF |
| WP CAREY INC | 354209 | 22797 | COM |
| VALMONT INDS INC | 56507 | 22734 | COM |
| TIDAL TRUST I | 913888 | 22628 | FUNDSTRAT GRANNY |
| FIRST SOLAR INC | 86165 | 22509 | COM |
| VANGUARD MUN BD FDS | 446783 | 22469 | TAX EXEMPT BD |
| LAM RESEARCH CORP | 130992 | 22423 | COM NEW |
| ISHARES TR | 439455 | 22228 | ULTRA SHORT DUR |
| COREWEAVE INC | 315533 | 22139 | COM CL A |
| PHILIP MORRIS INTL INC | 136861 | 21953 | COM |
| APPLIED MATLS INC | 85116 | 21874 | COM |
| FIRST TR EXCHNG TRADED FD VI | 436762 | 21865 | FT VEST UQ EQT |
| CITIGROUP INC | 186368 | 21747 | COM NEW |
| SELECT SECTOR SPDR TR | 528918 | 21342 | STATE STREET REA |
| TEXAS INSTRS INC | 121921 | 21152 | COM |
| MCKESSON CORP | 25517 | 20932 | COM |
| ISHARES TR | 85030 | 20931 | RUSSELL 2000 ETF |
| EVERGY INC | 287819 | 20864 | COM |
| SMUCKER J M CO | 212499 | 20785 | COM NEW |
| NEXTERA ENERGY INC | 258140 | 20724 | COM |
| ARK ETF TR | 140200 | 20712 | NEXT GNRTN INTER |
| INVESCO ACTVELY MNGD ETC FD | 1562307 | 20701 | OPTIMUM YIELD |
| ISHARES INC | 284438 | 20673 | MSCI EMRG CHN |
| BERKLEY W R CORP | 294091 | 20622 | COM |
| J P MORGAN EXCHANGE TRADED F | 432212 | 20465 | CORE PLUS BD ETF |
| MEDPACE HLDGS INC | 36346 | 20414 | COM |
| SELECT SECTOR SPDR TR | 372310 | 20391 | STATE STREET FIN |
| INCYTE CORP | 205824 | 20329 | COM |
| NEWMONT CORP | 202892 | 20259 | COM |
| 3M CO | 125815 | 20143 | COM |
| VICTORY PORTFOLIOS II | 305071 | 20101 | VCSHS US EQ INCM |
| ISHARES TR | 166918 | 20060 | CORE S&P SCP ETF |
| ISHARES BITCOIN TRUST ETF | 402283 | 19973 | SHS BEN INT |
| BLACKROCK ETF TRUST | 268185 | 19870 | ISHARES US CARBO |
| MARVELL TECHNOLOGY INC | 232703 | 19775 | COM |
| INVESCO EXCH TRADED FD TR II | 275453 | 19673 | S&P500 LOW VOL |
| FIRST TR EXCHANGE-TRADED FD | 389913 | 19492 | FST LOW OPPT EFT |
| PACER FDS TR | 323271 | 19451 | US CASH COWS 100 |
| SERVICENOW INC | 126740 | 19415 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 605285 | 19399 | HEDGED EQUITY |
| ISHARES TR | 168636 | 19211 | EAFE GRWTH ETF |
| ISHARES TR | 51080 | 19075 | RUS 1000 ETF |
| HUNT J B TRANS SVCS INC | 97765 | 19000 | COM |
| NATERA INC | 82933 | 18999 | COM |
| ROBLOX CORP | 234152 | 18973 | CL A |
| GENERAL MLS INC | 407876 | 18966 | COM |
| INTUIT | 28620 | 18958 | COM |
| SELECT SECTOR SPDR TR | 122409 | 18949 | STATE STREET HEA |
| WISDOMTREE TR | 375462 | 18893 | FLOATNG RAT TREA |
| GLOBAL X FDS | 393561 | 18808 | US INFR DEV ETF |
| TECHNIPFMC PLC | 421157 | 18767 | COM |
| COTERRA ENERGY INC | 711903 | 18737 | COM |
| ISHARES TR | 279099 | 18736 | MSCI ACWI EX US |
| J P MORGAN EXCHANGE TRADED F | 260871 | 18710 | ACTIVE VALUE ETF |
| KRAFT HEINZ CO | 768546 | 18637 | COM |
| ELASTIC N V | 246264 | 18578 | ORD SHS |
| MID-AMER APT CMNTYS INC | 132440 | 18397 | COM |
| BONDBLOXX ETF TRUST | 368899 | 18357 | BLOOMBERG THREE |
| VANGUARD SCOTTSDALE FDS | 306101 | 18345 | INTER TERM TREAS |
| VERISIGN INC | 75456 | 18332 | COM |
| J P MORGAN EXCHANGE TRADED F | 148149 | 18268 | BETABUILDRS US |
| ISHARES TR | 216808 | 18261 | MSCI GBL SUS DEV |
| KINDER MORGAN INC DEL | 663910 | 18251 | COM |
| DIMENSIONAL ETF TRUST | 550491 | 18106 | US SMALL CAP VAL |
| SELECT SECTOR SPDR TR | 398968 | 18093 | STATE STREET MAT |
| J P MORGAN EXCHANGE TRADED F | 353511 | 18008 | ULTRA SHT MUNCPL |
| BONDBLOXX ETF TRUST | 352367 | 17872 | IR M TAXAWARE |
| KIMBERLY-CLARK CORP | 176448 | 17802 | COM |
| ISHARES TR | 185319 | 17796 | MSCI EAFE ETF |
| ILLUMINA INC | 135535 | 17777 | COM |
| INNOVATOR ETFS TRUST | 503121 | 17755 | INNOVATOR US EQ |
| WESTERN DIGITAL CORP | 102527 | 17662 | COM |
| PRICE T ROWE GROUP INC | 172281 | 17638 | COM |
| ISHARES TR | 201314 | 17546 | 20 YR TR BD ETF |
| TAPESTRY INC | 136369 | 17424 | COM |
| SCHWAB STRATEGIC TR | 641480 | 17262 | US LRG CAP ETF |
| FIRST TR EXCHANGE-TRADED FD | 448472 | 17185 | SMID RISNG ETF |
| PHILLIPS 66 | 133079 | 17172 | COM |
| FIRST TR EXCHNG TRADED FD VI | 378974 | 17004 | FT VEST US |
| ISHARES TR | 331403 | 16855 | FLTG RATE NT ETF |
| FIRST TR EXCHANGE TRADED FD | 267068 | 16804 | DORSEY WRT 5 ETF |
| ETFS GOLD TR | 408709 | 16790 | PHYSCL GOLD SHS |
| ANTERO RESOURCES CORP | 485297 | 16723 | COM |
| VANGUARD SCOTTSDALE FDS | 220350 | 16714 | LG-TERM COR BD |
| ISHARES TR | 151266 | 16626 | TIPS BD ETF |
| DELTA AIR LINES INC DEL | 238723 | 16567 | COM NEW |
| ISHARES TR | 171273 | 16470 | 7-10 YR TRSY BD |
| LAS VEGAS SANDS CORP | 252410 | 16429 | COM |
| ISHARES TR | 166618 | 16412 | CONV BD ETF |
| LYFT INC | 846125 | 16389 | CL A COM |
| ISHARES TR | 115304 | 16314 | MSCI ACWI ETF |
| ALIGN TECHNOLOGY INC | 103817 | 16211 | COM |
| ISHARES TR | 41779 | 16162 | RUSSELL 3000 ETF |
| DOLLAR GEN CORP NEW | 119930 | 15923 | COM |
| SANDISK CORP | 66698 | 15833 | COM |
| ISHARES TR | 705553 | 15780 | IBONDS 28 TRM TS |
| VANGUARD INTL EQUITY INDEX F | 291626 | 15678 | FTSE EMR MKT ETF |
| ISHARES TR | 196225 | 15667 | MRGSTR MD CP GRW |
| ISHARES TR | 786603 | 15610 | IBOND DEC 2030 |
| ISHARES TR | 710723 | 15597 | IBONDS 29 TRM TS |
| ISHARES TR | 666110 | 15577 | ESG AWRE USD ETF |
| FIRST TR EXCHANGE TRADED FD | 658785 | 15560 | BUYWRIT INCM ETF |
| CUMMINS INC | 30378 | 15507 | COM |
| DIMENSIONAL ETF TRUST | 580768 | 15344 | GLOBAL REAL EST |
| SSGA ACTIVE ETF TR | 371775 | 15343 | STATE STREET BLA |
| ISHARES TR | 170840 | 15335 | SYSTEMATIC BD ET |
| HORMEL FOODS CORP | 641967 | 15215 | COM |
| BEST BUY INC | 227308 | 15214 | COM |
| AMERICAN CENTY ETF TR | 158913 | 14933 | INTL SMCP VLU |
| FIRST TR EXCHANGE TRADED FD | 370620 | 14866 | INTL DEV STRNGTH |
| THERMO FISHER SCIENTIFIC INC | 25627 | 14849 | COM |
| AUTODESK INC | 49168 | 14554 | COM |
| GARTNER INC | 57684 | 14553 | COM |
| SOUTHERN CO | 165475 | 14429 | COM |
| INNOVATOR ETFS TRUST | 380150 | 14387 | US EQT ULTRA BF |
| HSBC HLDGS PLC | 182875 | 14387 | SPON ADR NEW |
| CHIPOTLE MEXICAN GRILL INC | 388374 | 14370 | COM |
| GOLDMAN SACHS ETF TR | 334048 | 14344 | ACTIVEBETA INT |
| FIRST TR EXCHANGE-TRADED FD | 312161 | 14322 | SENIOR LN FD |
| T-MOBILE US INC | 70345 | 14283 | COM |
| ARM HOLDINGS PLC | 130460 | 14261 | SPONSORED ADS |
| ISHARES TR | 586464 | 14210 | IBONDS DEC2026 |
| AMERICAN EXPRESS CO | 38320 | 14177 | COM |
| FREEPORT-MCMORAN INC | 277299 | 14084 | CL B |
| CME GROUP INC | 51447 | 14049 | COM |
| ISHARES TR | 263890 | 13955 | ISHS 1-5YR INVS |
| ISHARES TR | 273789 | 13744 | NORTH AMERN NAT |
| MARKETAXESS HLDGS INC | 75665 | 13714 | COM |
| INVESCO EXCHANGE TRADED FD T | 133261 | 13649 | S&P MDCP QUALITY |
| FIRST TR EXCHANGE-TRADED FD | 292327 | 13587 | SHS |
| ARK ETF TR | 176331 | 13563 | INNOVATION ETF |
| NEUROCRINE BIOSCIENCES INC | 95030 | 13478 | COM |
| NORTHERN LTS FD TR IV | 939710 | 13457 | MAIN BUYWRITE |
| FIRST TR EXCHNG TRADED FD VI | 507955 | 13314 | VEST BUFFERED |
| BITWISE BITCOIN ETF TR | 278351 | 13238 | SHS BEN INT |
| ISHARES TR | 331297 | 13070 | INTL SEL DIV ETF |
| DANAHER CORPORATION | 57063 | 13063 | COM |
| SCHWAB CHARLES CORP | 129749 | 12963 | COM |
| VANGUARD INDEX FDS | 145426 | 12869 | REAL ESTATE ETF |
| ISHARES TR | 562434 | 12866 | IBONDS 26 TRM TS |
| INVESCO EXCH TRD SLF IDX FD | 758951 | 12841 | INVSCO 30 CORP |
| ISHARES TR | 184090 | 12838 | FUTURE EXPONENTI |
| BNY MELLON ETF TRUST | 316285 | 12759 | GLOBAL INFRASCTR |
| EXELIXIS INC | 290715 | 12742 | COM |
| TIDAL TRUST I | 513911 | 12647 | DANA UNCONSTRAIN |
| INVESCO EXCHANGE TRADED FD T | 220455 | 12597 | S&P SMCP VLU MNT |
| IQVIA HLDGS INC | 55830 | 12585 | COM |
| ISHARES TR | 91783 | 12569 | RUS MD CP GR ETF |
| FIDELITY COVINGTON TRUST | 221679 | 12567 | HIGH DIVID ETF |
| ISHARES TR | 226396 | 12556 | MRGSTR SM CP GR |
| AMETEK INC | 61131 | 12551 | COM |
| MUELLER INDS INC | 108958 | 12508 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 279525 | 12500 | SIMPLIFY US EQT |
| ROPER TECHNOLOGIES INC | 27966 | 12449 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 148724 | 12344 | CL A |
| ISHARES TR | 116463 | 12309 | EXPANDED TECH |
| EXACT SCIENCES CORP | 121092 | 12298 | COM |
| SPOTIFY TECHNOLOGY S A | 21066 | 12233 | SHS |
| US BANCORP DEL | 229220 | 12231 | COM NEW |
| ADT INC DEL | 1514768 | 12224 | COM |
| VANGUARD INDEX FDS | 58447 | 12222 | EXTEND MKT ETF |
| ISHARES TR | 541954 | 12178 | IBONDS 27 TRM TS |
| GLOBAL X FDS | 147621 | 12138 | S&P 500 CATHOLIC |
| ISHARES TR | 499775 | 12135 | IBONDS 27 ETF |
| DEERE & CO | 26027 | 12117 | COM |
| MARSH & MCLENNAN COS INC | 64363 | 11941 | COM |
| CVS HEALTH CORP | 150215 | 11921 | COM |
| OMNICOM GROUP INC | 146704 | 11846 | COM |
| WISDOMTREE TR | 191076 | 11774 | EFFICIENT GLD PL |
| ANALOG DEVICES INC | 43318 | 11748 | COM |
| LOWES COS INC | 48656 | 11734 | COM |
| BLACKSTONE INC | 75985 | 11712 | COM |
| KEURIG DR PEPPER INC | 417993 | 11708 | COM |
| DIMENSIONAL ETF TRUST | 168041 | 11707 | US SMALL CAP ETF |
| FIRST TR EXCH TRADED FD III | 164902 | 11706 | LNG/SHT EQUITY |
| NORTHERN LTS FD TR IV | 418751 | 11687 | MAIN INTNL ETF |
| VERTIV HOLDINGS CO | 71967 | 11659 | COM CL A |
| UNITED THERAPEUTICS CORP DEL | 23909 | 11650 | COM |
| SELECT SECTOR SPDR TR | 74396 | 11540 | STATE STREET IND |
| FORTINET INC | 145241 | 11534 | COM |
| MODERNA INC | 389299 | 11480 | COM |
| SCHWAB STRATEGIC TR | 387372 | 11470 | US LCAP VA ETF |
| TEMPUS AI INC | 194191 | 11467 | CL A |
| DRAFTKINGS INC NEW | 333269 | 11467 | COM CL A |
| NOVARTIS AG | 83074 | 11453 | SPONSORED ADR |
| QUANTA SVCS INC | 27102 | 11439 | COM |
| ISHARES TR | 160499 | 11392 | CORE MSCI EURO |
| INVESCO EXCH TRADED FD TR II | 236566 | 11355 | S&P500 HDL VOL |
| J P MORGAN EXCHANGE TRADED F | 156961 | 11351 | BETABUILDERS I |
| SPDR S&P MIDCAP 400 ETF TR | 18548 | 11190 | UTSER1 S&PDCRP |
| CONOCOPHILLIPS | 119482 | 11185 | COM |
| ULTA BEAUTY INC | 18470 | 11175 | COM |
| CIENA CORP | 47566 | 11124 | COM NEW |
| FIRST TR EXCHNG TRADED FD VI | 336481 | 11064 | ACTV FCTR SMCP |
| TEXTRON INC | 126697 | 11044 | COM |
| ISHARES TR | 92320 | 11018 | 3 7 YR TREAS BD |
| EA SERIES TRUST | 225206 | 10989 | US QUAN VALUE |
| PROGRESSIVE CORP | 48223 | 10981 | COM |
| CITIZENS FINL GROUP INC | 187477 | 10951 | COM |
| STARBUCKS CORP | 129586 | 10912 | COM |
| AMERIPRISE FINL INC | 22155 | 10864 | COM |
| AMERICAN CENTY ETF TR | 155562 | 10860 | AVANTIS INTL SML |
| VANGUARD SCOTTSDALE FDS | 36103 | 10843 | VNG RUS3000IDX |
| HUBSPOT INC | 26968 | 10822 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 35611 | 10822 | SPONSORED ADS |
| ISHARES U S ETF TR | 211567 | 10811 | SHORT DURATION B |
| AMERICAN CENTY ETF TR | 181631 | 10669 | AVANTIS US SMALL |
| TENET HEALTHCARE CORP | 53435 | 10619 | COM NEW |
| FIDELITY COVINGTON TRUST | 291455 | 10603 | ENHANCED MID |
| INNOVATOR ETFS TRUST | 270698 | 10590 | US EQT PWR BUF |
| TCW ETF TRUST | 266395 | 10549 | FLEXIBLE INCOME |
| ISHARES TR | 58179 | 10543 | RUS 2000 VAL ETF |
| ISHARES TR | 130314 | 10507 | IBOXX HI YD ETF |
| BORGWARNER INC | 231949 | 10452 | COM |
| PINNACLE FINL PARTNERS INC | 109279 | 10426 | COM |
| D R HORTON INC | 72040 | 10376 | COM |
| ISHARES TR | 73355 | 10347 | RUS MDCP VAL ETF |
| AKAMAI TECHNOLOGIES INC | 117981 | 10294 | COM |
| INNOVATOR ETFS TRUST | 365119 | 10285 | EQUITY DEFINED P |
| BLACKROCK INC | 9605 | 10280 | COM |
| VANGUARD WHITEHALL FDS | 71445 | 10254 | HIGH DIV YLD |
| INVESCO EXCH TRD SLF IDX FD | 543164 | 10230 | BULETSHS 2029 |
| PINTEREST INC | 394969 | 10226 | CL A |
| JANUS DETROIT STR TR | 138600 | 10196 | HENDERSN CAP ETF |
| WELLTOWER INC | 54923 | 10194 | COM |
| WISDOMTREE TR | 260656 | 10171 | EM EX ST-OWNED |
| HONEYWELL INTL INC | 52120 | 10168 | COM |
| CURTISS WRIGHT CORP | 18425 | 10157 | COM |
| ALNYLAM PHARMACEUTICALS INC | 25475 | 10130 | COM |
| ISHARES TR | 122202 | 10121 | 1 3 YR TREAS BD |
| FIRST TR EXCHANGE-TRADED FD | 168619 | 10105 | FIRST TR ENH NEW |
| ISHARES TR | 213344 | 10102 | HIGH YLD SYSTM B |
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