Cypress Wealth Services, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Cypress Wealth Services, LLC held in its portfolio 371 assets valued at $722,659,925 (i.e. $722.66M).
The most valuable assets in the portfolio included: APPLE INC ($45.68M), SPDR SERIES TRUST ($30.87M), and ISHARES TR ($28.83M).
The chart below shows the top 10 valuable assets, and the table below shows the top 371 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Cypress Wealth Services, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 168039 | 45682969 | COM |
| SPDR SERIES TRUST | 376980 | 30864820 | STATE STREET SPD |
| ISHARES TR | 42088 | 28827556 | CORE S&P500 ETF |
| BLACKROCK ETF TRUST | 418852 | 25470363 | ISHARES US EQUIT |
| ISHARES TR | 61874 | 21220860 | S&P 100 ETF |
| ISHARES TR | 89705 | 19023832 | S&P 500 VAL ETF |
| ISHARES TR | 141462 | 17436613 | S&P 500 GRWT ETF |
| ISHARES TR | 243810 | 17410461 | EAFE VALUE ETF |
| ISHARES TR | 79693 | 15828679 | MSCI USA QLT FCT |
| SCHWAB STRATEGIC TR | 549682 | 12846059 | US AGGREGATE B |
| MICROSOFT CORP | 25325 | 12247470 | COM |
| SPDR S&P 500 ETF TR | 17850 | 12172591 | TR UNIT |
| VANGUARD WORLD FD | 25138 | 10376024 | MEGA GRWTH IND |
| SPDR INDEX SHS FDS | 218620 | 10233619 | PORTFOLIO EMG MK |
| NVIDIA CORPORATION | 50576 | 9432371 | COM |
| ALPHABET INC | 29794 | 9325596 | CAP STK CL A |
| ISHARES TR | 57940 | 8631960 | ESG AWR MSCI USA |
| BLACKROCK ETF TRUST | 222410 | 8576141 | ISHARES US THEMA |
| VANGUARD INDEX FDS | 13608 | 8534005 | S&P 500 ETF SHS |
| AMAZON COM INC | 35990 | 8307212 | COM |
| BLACKROCK ETF TRUST | 248993 | 8291467 | ISHARES A I INNO |
| ISHARES INC | 122835 | 8256963 | CORE MSCI EMKT |
| ALPHABET INC | 22941 | 7198948 | CAP STK CL C |
| ISHARES TR | 150758 | 7016277 | CORE UNIVRSL USD |
| TESLA INC | 15442 | 6944576 | COM |
| VANGUARD INDEX FDS | 23093 | 6702048 | MID CAP ETF |
| VANGUARD WHITEHALL FDS | 45978 | 6598720 | HIGH DIV YLD |
| INVESCO QQQ TR | 10498 | 6449088 | UNIT SER 1 |
| VANGUARD TAX-MANAGED FDS | 102265 | 6388468 | VAN FTSE DEV MKT |
| INNOVATOR ETFS TRUST | 231193 | 6367285 | EQUITY DEFINED P |
| JPMORGAN CHASE & CO. | 18684 | 6020224 | COM |
| BERKSHIRE HATHAWAY INC DEL | 11756 | 5909153 | CL B NEW |
| VANGUARD INDEX FDS | 22128 | 5708039 | SMALL CP ETF |
| INVESCO EXCH TRADED FD TR II | 43100 | 5142740 | S&P 500 MOMNTM |
| ISHARES GOLD TR | 61913 | 5025478 | ISHARES NEW |
| ISHARES TR | 52214 | 4971822 | MBS ETF |
| VANGUARD SPECIALIZED FUNDS | 22588 | 4964450 | DIV APP ETF |
| COSTCO WHSL CORP NEW | 5691 | 4907512 | COM |
| BROADCOM INC | 12910 | 4468293 | COM |
| VANGUARD SCOTTSDALE FDS | 53006 | 4439229 | INT-TERM CORP |
| ISHARES TR | 143000 | 4427280 | PFD AND INCM SEC |
| ISHARES TR | 19848 | 3963307 | U.S. TECH ETF |
| ISHARES TR | 14772 | 3697554 | MSCI USA MMENTM |
| ISHARES TR | 45304 | 3652836 | IBOXX HI YD ETF |
| META PLATFORMS INC | 5465 | 3607437 | CL A |
| BLACKROCK ETF TRUST II | 66750 | 3522408 | ISHARES FLEXIBLE |
| ISHARES TR | 92041 | 3502175 | MSCI INTL VLU FT |
| ISHARES TR | 29831 | 3398300 | EAFE GRWTH ETF |
| AIM ETF PRODUCTS TRUST | 116033 | 3339322 | ALLIANZIM US EQU |
| ISHARES TR | 32218 | 3275604 | 10-20 YR TRS ETF |
| INNOVATOR ETFS TRUST | 68231 | 3060134 | US EQTY PWR BUF |
| MARRIOTT INTL INC NEW | 9840 | 3052818 | CL A |
| ISHARES TR | 27988 | 2997776 | NATIONAL MUN ETF |
| SHOPIFY INC | 18437 | 2967804 | CL A SUB VTG SHS |
| DIMENSIONAL ETF TRUST | 62281 | 2901690 | US MKTWIDE VALUE |
| GLOBAL X FDS | 43748 | 2834433 | DEFENSE TECH ETF |
| ELI LILLY & CO | 2631 | 2827019 | COM |
| ISHARES TR | 19098 | 2695521 | SELECT DIVID ETF |
| JOHNSON & JOHNSON | 12272 | 2539626 | COM |
| CHEVRON CORP NEW | 16591 | 2528613 | COM |
| UNITED PARCEL SERVICE INC | 25209 | 2500440 | CL B |
| SCHWAB STRATEGIC TR | 90509 | 2482667 | US DIVIDEND EQ |
| AMERICAN EXPRESS CO | 6681 | 2471589 | COM |
| FIRST TR EXCHANGE TRADED FD | 35280 | 2450919 | RISNG DIVD ACHIV |
| ROBLOX CORP | 29280 | 2372558 | CL A |
| VANGUARD WORLD FD | 11208 | 2367672 | CONSUM STP ETF |
| ISHARES TR | 6332 | 2364787 | RUS 1000 ETF |
| DIMENSIONAL ETF TRUST | 33804 | 2355134 | US SMALL CAP ETF |
| EXXON MOBIL CORP | 19518 | 2348803 | COM |
| SPROTT ASSET MANAGEMENT LP | 89221 | 2110077 | PHYSICAL SILVER |
| ISHARES TR | 9783 | 2100312 | US AER DEF ETF |
| PROCTER AND GAMBLE CO | 14170 | 2030715 | COM |
| WALMART INC | 17680 | 1969719 | COM |
| WELLS FARGO CO NEW | 21111 | 1967545 | COM |
| CISCO SYS INC | 25304 | 1949151 | COM |
| AIM ETF PRODUCTS TRUST | 61047 | 1926734 | ALLIANZIM US EQT |
| VANGUARD CHARLOTTE FDS | 39811 | 1923689 | TOTAL INT BD ETF |
| GOLDMAN SACHS GROUP INC | 2141 | 1882120 | COM |
| BONDBLOXX ETF TRUST | 39482 | 1824872 | BLOOMBERG TEN YR |
| ISHARES SILVER TR | 27472 | 1769746 | ISHARES |
| ISHARES TR | 25219 | 1730023 | EUROPE ETF |
| VANGUARD INTL EQUITY INDEX F | 31873 | 1713469 | FTSE EMR MKT ETF |
| CATERPILLAR INC | 2959 | 1694979 | COM |
| VISA INC | 4770 | 1672883 | COM CL A |
| VANGUARD INDEX FDS | 5214 | 1641419 | LARGE CAP ETF |
| ISHARES TR | 13388 | 1623513 | ESG MSCI LEADR |
| INTERNATIONAL BUSINESS MACHS | 5330 | 1578910 | COM |
| ISHARES TR | 16254 | 1564896 | JPMORGAN USD EMG |
| ENSIGN GROUP INC | 8658 | 1508224 | COM |
| ISHARES TR | 29942 | 1497407 | CORE INTL AGGR |
| MERCK & CO INC | 13689 | 1440932 | COM |
| SPROTT ASSET MANAGEMENT LP | 41725 | 1377760 | PHYSICAL GOLD TR |
| INNOVATOR ETFS TRUST | 48441 | 1376223 | EQUITY DEF PROTN |
| VANGUARD INDEX FDS | 4102 | 1375326 | TOTAL STK MKT |
| ISHARES TR | 10016 | 1293667 | EXPND TEC SC ETF |
| AMERICAN INTL GROUP INC | 14833 | 1268958 | COM NEW |
| PHILIP MORRIS INTL INC | 7855 | 1259892 | COM |
| VERIZON COMMUNICATIONS INC | 30813 | 1255019 | COM |
| ISHARES TR | 8439 | 1254795 | CORE S&P TTL STK |
| SPDR DOW JONES INDL AVERAGE | 2582 | 1240841 | UT SER 1 |
| ORACLE CORP | 6332 | 1234137 | COM |
| HOME DEPOT INC | 3556 | 1223460 | COM |
| FIRST TR EXCHNG TRADED FD VI | 47519 | 1218544 | FT VEST INT JUNE |
| INNOVATOR ETFS TRUST | 16688 | 1211883 | GRWT100 PWR BUF |
| PALANTIR TECHNOLOGIES INC | 6773 | 1203901 | CL A |
| AMGEN INC | 3654 | 1195846 | COM |
| VANGUARD WORLD FD | 1539 | 1159953 | INF TECH ETF |
| INNOVATOR ETFS TRUST | 42641 | 1144301 | EQUITY DEFIN 1YR |
| ALPS ETF TR | 18607 | 1125166 | SECTR DIV DOGS |
| BLOOM ENERGY CORP | 12669 | 1100809 | COM CL A |
| NETFLIX INC | 11618 | 1089280 | COM |
| ABBVIE INC | 4612 | 1053792 | COM |
| AIM ETF PRODUCTS TRUST | 26852 | 1050450 | US LRGCP B20 JUL |
| WESTAMERICA BANCORPORATION | 21775 | 1041498 | COM |
| VALERO ENERGY CORP | 6393 | 1040767 | COM |
| VANGUARD MUN BD FDS | 20566 | 1034277 | TAX EXEMPT BD |
| ISHARES TR | 9729 | 1021545 | GLOBAL TECH ETF |
| PACER FDS TR | 16761 | 1008482 | US CASH COWS 100 |
| ISHARES TR | 14977 | 988478 | CORE S&P MCP ETF |
| INVESCO EXCH TRD SLF IDX FD | 50494 | 988421 | BULSHS 2026 CB |
| ISHARES TR | 10117 | 971526 | MSCI EAFE ETF |
| INVESCO EXCH TRD SLF IDX FD | 48627 | 959901 | BULSHS 2027 CB |
| COCA COLA CO | 13479 | 942306 | COM |
| MASTERCARD INCORPORATED | 1626 | 928419 | CL A |
| INVESCO EXCH TRD SLF IDX FD | 44829 | 923480 | INVSCO BLSH 28 |
| TEXAS INSTRS INC | 5316 | 922256 | COM |
| QUALCOMM INC | 5375 | 919369 | COM |
| J P MORGAN EXCHANGE TRADED F | 15587 | 905933 | NASDAQ EQT PREM |
| ARISTA NETWORKS INC | 6842 | 896507 | COM SHS |
| SALESFORCE INC | 3329 | 881906 | COM |
| INVESCO EXCH TRD SLF IDX FD | 46501 | 875854 | BULETSHS 2029 |
| APPLIED MATLS INC | 3394 | 872117 | COM |
| SCHWAB CHARLES CORP | 8689 | 868153 | COM |
| ISHARES BITCOIN TRUST ETF | 17454 | 866591 | SHS BEN INT |
| BLACKROCK INC | 802 | 858140 | COM |
| ALAMOS GOLD INC NEW | 22136 | 854007 | COM CL A |
| DEERE & CO | 1821 | 847772 | COM |
| INNOVATOR ETFS TRUST | 30599 | 836280 | EQUITY JAN 20227 |
| BOOKING HOLDINGS INC | 154 | 826201 | COM |
| US BANCORP DEL | 15314 | 817135 | COM NEW |
| PARK NATL CORP | 5250 | 798945 | COM |
| ISHARES TR | 8723 | 780382 | CORE MSCI EAFE |
| INVESCO CALIF VALUE MUN INCO | 69197 | 770158 | COM |
| ISHARES TR | 14020 | 767031 | MSCI EMG MKT ETF |
| VANGUARD INDEX FDS | 3924 | 749445 | VALUE ETF |
| THERMO FISHER SCIENTIFIC INC | 1288 | 746503 | COM |
| FORD MTR CO | 56785 | 745016 | COM |
| WHEATON PRECIOUS METALS CORP | 6339 | 744959 | COM |
| ISHARES TR | 6197 | 744755 | CORE S&P SCP ETF |
| VANGUARD INDEX FDS | 1506 | 734828 | GROWTH ETF |
| ENBRIDGE INC | 15284 | 731034 | COM |
| ISHARES TR | 1544 | 730940 | RUS 1000 GRW ETF |
| CAPITAL ONE FINL CORP | 2974 | 720792 | COM |
| ISHARES TR | 7635 | 718917 | MSCI USA MIN VOL |
| J P MORGAN EXCHANGE TRADED F | 12267 | 702166 | EQUITY PREMIUM |
| COLUMBIA ETF TR II | 18292 | 701681 | EM CORE EX ETF |
| ISHARES TR | 5128 | 701214 | MSCI USA VALUE |
| ISHARES INC | 11998 | 694084 | EMNG MKTS EQT |
| TAIWAN SEMICONDUCTOR MFG LTD | 2226 | 676459 | SPONSORED ADS |
| VANGUARD WORLD FD | 5324 | 670367 | ENERGY ETF |
| MCDONALDS CORP | 2192 | 669907 | COM |
| AT&T INC | 26909 | 668427 | COM |
| MEDTRONIC PLC | 6926 | 665312 | SHS |
| DUKE ENERGY CORP NEW | 5647 | 661937 | COM NEW |
| BLACKROCK MUNIHLDNGS CALI QL | 62439 | 661855 | COM |
| MORGAN STANLEY | 3724 | 661186 | COM NEW |
| SELECT SECTOR SPDR TR | 6916 | 658507 | STATE STREET CON |
| INNOVATOR ETFS TRUST | 23021 | 655178 | INTL DEVELOPED |
| RTX CORPORATION | 3564 | 653667 | COM |
| TJX COS INC NEW | 4249 | 652760 | COM |
| CHENIERE ENERGY INC | 3351 | 651326 | COM NEW |
| SELECT SECTOR SPDR TR | 11892 | 651309 | STATE STREET FIN |
| SPDR GOLD TR | 1641 | 650345 | GOLD SHS |
| INVESCO EXCHANGE TRADED FD T | 10970 | 650302 | S&P 500 TOP 50 |
| DISNEY WALT CO | 5687 | 647018 | COM |
| VANGUARD SCOTTSDALE FDS | 8086 | 644695 | SHRT TRM CORP BD |
| BANK AMERICA CORP | 11505 | 632770 | COM |
| ISHARES TR | 21997 | 620187 | LARGE CAP MAX BU |
| MICRON TECHNOLOGY INC | 2171 | 619604 | COM |
| LOWES COS INC | 2560 | 617313 | COM |
| AIM ETF PRODUCTS TRUST | 18314 | 614352 | US LAGCP B20 MAY |
| ISHARES INC | 8344 | 606448 | MSCI EMRG CHN |
| BLACKROCK CALIF MUN INCOME T | 56298 | 604646 | SH BEN INT |
| ISHARES TR | 26205 | 603370 | US TREAS BD ETF |
| ACCENTURE PLC IRELAND | 2212 | 593549 | SHS CLASS A |
| UNITEDHEALTH GROUP INC | 1783 | 588496 | COM |
| EATON VANCE CALIF MUN INCOM | 58230 | 584630 | SH BEN INT |
| LAMAR ADVERTISING CO NEW | 4592 | 581211 | CL A |
| GSK PLC | 11793 | 578321 | SPONSORED ADR |
| TRUIST FINL CORP | 11734 | 577412 | COM |
| DIMENSIONAL ETF TRUST | 12317 | 576433 | US CORE EQT MKT |
| VANGUARD INDEX FDS | 2042 | 570042 | MCAP GR IDXVIP |
| COMCAST CORP NEW | 18844 | 563248 | CL A |
| DIMENSIONAL ETF TRUST | 14744 | 561890 | INTL CORE EQT MK |
| PEPSICO INC | 3905 | 560495 | COM |
| VANGUARD BD INDEX FDS | 7056 | 549521 | INTERMED TERM |
| GRAYSCALE BITCOIN TRUST ETF | 7912 | 540864 | SHS REP COM UT |
| HONEYWELL INTL INC | 2744 | 535402 | COM |
| ISHARES TR | 1752 | 527615 | ISHARES SEMICDTR |
| BLACKROCK ETF TRUST | 7048 | 522168 | ISHARES US CARBO |
| ISHARES TR | 2060 | 507148 | RUSSELL 2000 ETF |
| ISHARES TR | 5631 | 505439 | SYSTEMATIC BD ET |
| INNOVATOR ETFS TRUST | 26316 | 503951 | EQUITY DUAL DIRE |
| AIM ETF PRODUCTS TRUST | 14336 | 499754 | US LRGCP B20 APR |
| WASTE MGMT INC DEL | 2229 | 489708 | COM |
| LOCKHEED MARTIN CORP | 1012 | 489241 | COM |
| AMERICAN CENTY ETF TR | 4666 | 475847 | US SML CP VALU |
| LLOYDS BANKING GROUP PLC | 89676 | 475280 | SPONSORED ADR |
| SELECT SECTOR SPDR TR | 10947 | 467344 | STATE STREET UTI |
| RIVERNORTH OPPORTUNISTIC MUN | 32500 | 465075 | COM |
| STARBUCKS CORP | 5507 | 463761 | COM |
| BECTON DICKINSON & CO | 2375 | 460959 | COM |
| OREILLY AUTOMOTIVE INC | 4974 | 453679 | COM |
| ISHARES TR | 10121 | 450789 | GNMA BOND ETF |
| INNOVATOR ETFS TRUST | 10266 | 444005 | US EQTY PWR BF |
| ISHARES TR | 2096 | 440863 | RUS 1000 VAL ETF |
| AGNICO EAGLE MINES LTD | 2578 | 437104 | COM |
| HUNTINGTON INGALLS INDS INC | 1277 | 434107 | COM |
| KKR & CO INC | 3383 | 431260 | COM |
| ISHARES TR | 8189 | 430915 | US INFRASTRUC |
| ILLINOIS TOOL WKS INC | 1747 | 430164 | COM |
| PFIZER INC | 17225 | 428897 | COM |
| ISHARES TR | 2627 | 424456 | MSCI USA SZE FT |
| ROYAL BK CDA | 2487 | 424009 | COM |
| ALTRIA GROUP INC | 7325 | 422331 | COM |
| DIMENSIONAL ETF TRUST | 10624 | 420607 | US CORE EQUITY 2 |
| J P MORGAN EXCHANGE TRADED F | 6148 | 418986 | US MOMENTUM |
| VANGUARD INTL EQUITY INDEX F | 2917 | 411421 | TT WRLD ST ETF |
| SELECT SECTOR SPDR TR | 2647 | 410603 | STATE STREET IND |
| SYSCO CORP | 5517 | 406528 | COM |
| FIDELITY NATL INFORMATION SV | 6086 | 404448 | COM |
| ADVANCED MICRO DEVICES INC | 1874 | 401336 | COM |
| NORFOLK SOUTHN CORP | 1384 | 399685 | COM |
| CONOCOPHILLIPS | 4250 | 397850 | COM |
| ISHARES INC | 8977 | 396533 | ESG AWR MSCI EM |
| ISHARES TR | 3224 | 392115 | CORE HIGH DV ETF |
| OMNICOM GROUP INC | 4855 | 392021 | COM |
| VANGUARD INDEX FDS | 1844 | 390541 | SM CP VAL ETF |
| MCKESSON CORP | 468 | 383718 | COM |
| IQVIA HLDGS INC | 1700 | 383197 | COM |
| ASTRAZENECA PLC | 4146 | 381180 | SPONSORED ADR |
| CITIGROUP INC | 3257 | 380102 | COM NEW |
| AIM ETF PRODUCTS TRUST | 11059 | 379799 | US LARCP B20 MAR |
| AMERICAN TOWER CORP NEW | 2132 | 374388 | COM |
| ENTERGY CORP NEW | 4038 | 373239 | COM |
| ABBOTT LABS | 2955 | 370293 | COM |
| INNOVATOR ETFS TRUST | 12819 | 367905 | GROWTH 100 PWR B |
| INTUITIVE SURGICAL INC | 648 | 367001 | COM NEW |
| AUTOMATIC DATA PROCESSING IN | 1420 | 365229 | COM |
| VANGUARD INDEX FDS | 4097 | 362583 | REAL ESTATE ETF |
| GE AEROSPACE | 1172 | 361058 | COM NEW |
| FIRST TR EXCHANGE-TRADED ALP | 2248 | 359450 | COM SHS |
| NOVARTIS AG | 2606 | 359289 | SPONSORED ADR |
| INNOVATOR ETFS TRUST | 12519 | 355719 | EQUITY DEFINED |
| VANGUARD BD INDEX FDS | 4743 | 351278 | TOTAL BND MRKT |
| BALL CORP | 6595 | 349359 | COM |
| ISHARES TR | 3955 | 344718 | 20 YR TR BD ETF |
| ADOBE INC | 974 | 340890 | COM |
| ISHARES TR | 13171 | 335268 | IBDS DEC28 ETF |
| WEC ENERGY GROUP INC | 3167 | 333991 | COM |
| MARTIN MARIETTA MATLS INC | 536 | 333825 | COM |
| ISHARES TR | 2585 | 333071 | ESG MSCI KLD 400 |
| SABRA HEALTH CARE REIT INC | 17536 | 332136 | COM |
| SPDR INDEX SHS FDS | 5137 | 330750 | EURO STOXX 50 |
| GENERAL DYNAMICS CORP | 980 | 329771 | COM |
| INNOVATOR ETFS TRUST | 8936 | 329381 | QUITY MANAGD FLR |
| EBAY INC. | 3779 | 329126 | COM |
| AMERICAN CENTY ETF TR | 2944 | 329044 | US EQT ETF |
| COLGATE PALMOLIVE CO | 4158 | 328537 | COM |
| STRYKER CORPORATION | 933 | 327790 | COM |
| BANK NEW YORK MELLON CORP | 2811 | 326285 | COM |
| FRANCO NEV CORP | 1561 | 323564 | COM |
| ISHARES TR | 12510 | 319644 | LARGE CAP 10 PER |
| AMERICAN CENTY ETF TR | 3881 | 319484 | INTL EQT ETF |
| SELECT SECTOR SPDR TR | 7045 | 314996 | STATE STREET ENE |
| LAM RESEARCH CORP | 1830 | 313319 | COM NEW |
| FREEPORT-MCMORAN INC | 6161 | 312938 | CL B |
| VANGUARD INDEX FDS | 1035 | 312684 | SML CP GRW ETF |
| AIR PRODS & CHEMS INC | 1260 | 311156 | COM |
| ANALOG DEVICES INC | 1144 | 310192 | COM |
| SHELL PLC | 4211 | 309424 | SPON ADS |
| BLACKSTONE INC | 1998 | 308017 | COM |
| CROWDSTRIKE HLDGS INC | 655 | 307038 | CL A |
| ISHARES TR | 3069 | 306532 | CORE US AGGBD ET |
| HARTFORD FDS EXCHANGE TRADED | 8532 | 302709 | STRATEGIC INCOME |
| SEMPRA | 3428 | 302700 | COM |
| VIPER ENERGY INC | 7835 | 302666 | CL A |
| ISHARES TR | 3045 | 299933 | CONV BD ETF |
| ARES CAPITAL CORP | 14815 | 299714 | COM |
| AFLAC INC | 2717 | 299628 | COM |
| L3HARRIS TECHNOLOGIES INC | 1005 | 295165 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 485 | 292591 | UTSER1 S&PDCRP |
| INVESCO EXCH TRADED FD TR II | 1153 | 291611 | NASDAQ 100 ETF |
| ALPS ETF TR | 6198 | 291413 | ALERIAN MLP |
| ISHARES TR | 2116 | 289765 | RUS MD CP GR ETF |
| KINDER MORGAN INC DEL | 10474 | 287928 | COM |
| SCHWAB STRATEGIC TR | 10939 | 286919 | US BRD MKT ETF |
| EA SERIES TRUST | 6493 | 286252 | STRIVE 500 ETF |
| VANGUARD INTL EQUITY INDEX F | 3375 | 282146 | FTSE EUROPE ETF |
| CHIPOTLE MEXICAN GRILL INC | 7617 | 281829 | COM |
| INTUIT | 423 | 280472 | COM |
| AIM ETF PRODUCTS TRUST | 7198 | 278789 | US LARCP B10 MAR |
| INNOVATOR ETFS TRUST | 7112 | 278221 | US EQT PWR BUF |
| INNOVATOR ETFS TRUST | 8220 | 277754 | EMRGNG MKT JAN |
| FIRST TR EXCHNG TRADED FD VI | 12444 | 274446 | FT VEST NASD 100 |
| SELECT SECTOR SPDR TR | 1903 | 274000 | STATE STREET TEC |
| WAYFAIR INC | 2673 | 268396 | CL A |
| AUTODESK INC | 904 | 267593 | COM |
| INVESCO EXCHANGE TRADED FD T | 1708 | 267524 | AEROSPACE DEFN |
| HEALTHPEAK PROPERTIES INC | 16614 | 267149 | COM |
| GENUINE PARTS CO | 2152 | 264598 | COM |
| NUCOR CORP | 1614 | 263255 | COM |
| RB GLOBAL INC | 2547 | 262010 | COM |
| BOSTON SCIENTIFIC CORP | 2744 | 261640 | COM |
| LINDE PLC | 613 | 261473 | SHS |
| BLACK STONE MINERALS L P | 19662 | 261308 | COM UNIT |
| BLACKROCK ETF TRUST II | 5347 | 260298 | ISHARES HIGH YIE |
| MARATHON PETE CORP | 1593 | 259046 | COM |
| LENNOX INTL INC | 529 | 256889 | COM |
| FIRST TR EXCHNG TRADED FD VI | 4500 | 254790 | FT VEST US EQT |
| MICROCHIP TECHNOLOGY INC. | 3907 | 248933 | COM |
| FIRST MAJESTIC SILVER CORP | 14832 | 247101 | COM |
| CHECK POINT SOFTWARE TECH LT | 1331 | 246980 | ORD |
| INNOVATOR ETFS TRUST | 7328 | 245546 | INTRNL DEV JULY |
| FIRST TR EXCHANGE TRADED FD | 1456 | 245030 | TECH ALPHADEX |
| SCHWAB STRATEGIC TR | 10115 | 243165 | INTL EQTY ETF |
| GE VERNOVA INC | 371 | 242658 | COM |
| INTERNATIONAL TOWER HILL MIN | 129687 | 241218 | COM |
| INNOVATOR ETFS TRUST | 9056 | 240615 | EQUITY DEF PRO 2 |
| INNOVATOR ETFS TRUST | 5125 | 239543 | US EQTY BUFR JUN |
| FIRST TR EXCHANGE TRADED FD | 3320 | 237214 | NASDAQ CYB ETF |
| LPL FINL HLDGS INC | 661 | 236105 | COM |
| SELECT SECTOR SPDR TR | 1516 | 234677 | STATE STREET HEA |
| ISHARES TR | 4073 | 234548 | ESG MSCI USA ETF |
| BOEING CO | 1060 | 230147 | COM |
| CVS HEALTH CORP | 2889 | 229310 | COM |
| AMERICAN CENTY ETF TR | 2430 | 228347 | INTL SMCP VLU |
| ISHARES TR | 9399 | 227738 | IBONDS DEC2026 |
| UNILEVER PLC | 3480 | 227592 | SPON ADR NEW |
| SCHWAB STRATEGIC TR | 8379 | 225485 | US LRG CAP ETF |
| EVERSOURCE ENERGY | 3329 | 224136 | COM |
| FISERV INC | 3331 | 223743 | COM |
| FIRST TR EXCHANGE-TRADED FD | 2377 | 219892 | CAP STRENGTH ETF |
| APPLOVIN CORP | 325 | 218992 | COM CL A |
| DBX ETF TR | 4541 | 217979 | XTRACK MSCI EURP |
| SCHWAB STRATEGIC TR | 6666 | 217445 | US LCAP GR ETF |
| NUVEEN NASDAQ 100 DYNAMIC OV | 7619 | 217281 | COM SHS |
| DIMENSIONAL ETF TRUST | 3640 | 216739 | US TARGETED VLU |
| FIRST TR EXCH TRADED FD III | 4391 | 216503 | CALIF MUN INCM |
| ISHARES TR | 8867 | 215291 | IBONDS 27 ETF |
| PUBLIC SVC ENTERPRISE GRP IN | 2667 | 214135 | COM |
| INTEL CORP | 5792 | 213732 | COM |
| ALIBABA GROUP HLDG LTD | 1418 | 207850 | SPONSORED ADS |
| AIM ETF PRODUCTS TRUST | 6372 | 207308 | ALLIANZIM US LRG |
| FORTUNA MNG CORP | 21030 | 206304 | COM NEW |
| CLEVELAND-CLIFFS INC NEW | 15487 | 205667 | COM |
| VANGUARD WORLD FD | 708 | 203735 | HEALTH CAR ETF |
| AON PLC | 575 | 202906 | SHS CL A |
| NIKE INC | 3172 | 202075 | CL B |
| SILVERCORP METALS INC | 20398 | 170119 | COM |
| BIOCRYST PHARMACEUTICALS INC | 20000 | 156000 | COM |
| FIRST FNDTN INC | 16283 | 100303 | COM |
| NOVAGOLD RES INC | 10214 | 95194 | COM NEW |
| TRILOGY METALS INC NEW | 21100 | 90941 | COM |
| ORGANON & CO | 11538 | 82724 | COMMON STOCK |
| NIOCORP DEVS LTD | 15090 | 79977 | COM NEW |
| BITFARMS LTD | 23500 | 55225 | COM |
| AMERICAN RES CORP | 13467 | 33398 | CL A |
| I-80 GOLD CORP | 17200 | 25112 | COM |
| PLUG POWER INC | 10648 | 20977 | COM NEW |
| UR-ENERGY INC | 10282 | 14292 | COM |
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