Diversify Advisory Services, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Diversify Advisory Services, LLC held in its portfolio 500 assets valued at $3,159,093,383 (i.e. $3.16B).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($209.34M), NVIDIA CORPORATION ($208.95M), and SPDR SERIES TRUST ($116.37M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Diversify Advisory Services, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 302667 | 209342945 | TR UNIT |
| NVIDIA CORPORATION | 1121998 | 208949710 | COM |
| SPDR SERIES TRUST | 2109779 | 116371827 | STATE STREET SPD |
| INVESCO QQQ TR | 171147 | 106326782 | UNIT SER 1 |
| INVESCO EXCH TRADED FD TR II | 4321772 | 91016509 | SR LN ETF |
| APPLE INC | 354646 | 90622806 | COM |
| SPDR GOLD TR | 198084 | 83450697 | GOLD SHS |
| AMAZON COM INC | 262935 | 62872947 | COM |
| ALPHABET INC | 182961 | 60377144 | CAP STK CL A |
| MICROSOFT CORP | 108012 | 49670441 | COM |
| BROADCOM INC | 144148 | 48804735 | COM |
| VANGUARD INDEX FDS | 73917 | 47017547 | S&P 500 ETF SHS |
| WORLD GOLD TR | 490467 | 44490247 | SPDR GLD MINIS |
| META PLATFORMS INC | 68142 | 42265354 | CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 111445 | 38158761 | SPONSORED ADS |
| ALPHABET INC | 112556 | 37181844 | CAP STK CL C |
| TIDAL TRUST I | 1270624 | 32871050 | FUNDSTRAT GRANNY |
| SELECT SECTOR SPDR TR | 594983 | 32390889 | STATE STREET FIN |
| ADVANCED MICRO DEVICES INC | 136293 | 31596716 | COM |
| SSGA ACTIVE ETF TR | 747744 | 30971538 | STATE STREET BLA |
| ISHARES TR | 42774 | 29713640 | CORE S&P500 ETF |
| ISHARES TR | 105860 | 28133400 | RUSSELL 2000 ETF |
| COSTCO WHSL CORP NEW | 28333 | 27302227 | COM |
| OP BANCORP | 1834341 | 27166590 | COM |
| PALANTIR TECHNOLOGIES INC | 172655 | 26097820 | CL A |
| VANGUARD SCOTTSDALE FDS | 465412 | 21958129 | MTG-BKD SECS ETF |
| SOFI TECHNOLOGIES INC | 832681 | 21757948 | COM |
| ISHARES TR | 84444 | 20584862 | US AER DEF ETF |
| ISHARES BITCOIN TRUST ETF | 350570 | 19014938 | SHS BEN INT |
| PALO ALTO NETWORKS INC | 101272 | 19004687 | COM |
| TESLA INC | 43158 | 18881675 | COM |
| SPDR INDEX SHS FDS | 402443 | 18625082 | PORTFOLIO DEVLPD |
| UNITEDHEALTH GROUP INC | 54743 | 18121127 | COM |
| SNOWFLAKE INC | 85141 | 17911964 | COM SHS |
| AFFIRM HLDGS INC | 221156 | 16533623 | COM CL A |
| MICRON TECHNOLOGY INC | 39583 | 14358880 | COM |
| ISHARES TR | 141975 | 14204590 | CORE US AGGBD ET |
| ISHARES TR | 120112 | 13280761 | IBOXX INV CP ETF |
| ISHARES TR | 243587 | 12642145 | USD INV GRDE ETF |
| JOHNSON & JOHNSON | 57273 | 12523280 | COM |
| VANGUARD INDEX FDS | 35656 | 12189058 | TOTAL STK MKT |
| VANGUARD INTL EQUITY INDEX F | 215879 | 12089252 | FTSE EMR MKT ETF |
| MARVELL TECHNOLOGY INC | 147542 | 11871259 | COM |
| VISA INC | 33513 | 11002166 | COM CL A |
| CHEVRON CORP NEW | 65121 | 10826936 | COM |
| EXXON MOBIL CORP | 80699 | 10481954 | COM |
| TALEN ENERGY CORP | 27521 | 10228565 | COM |
| JPMORGAN CHASE & CO. | 32263 | 10081204 | COM |
| ISHARES TR | 422433 | 9726522 | US TREAS BD ETF |
| SUPER MICRO COMPUTER INC | 295135 | 9633206 | COM NEW |
| VANGUARD TAX-MANAGED FDS | 146361 | 9533973 | VAN FTSE DEV MKT |
| ISHARES TR | 195911 | 9439006 | A RATE CP BD ETF |
| ASML HOLDING N V | 6870 | 9333281 | N Y REGISTRY SHS |
| ISHARES GOLD TR | 105966 | 9141691 | ISHARES NEW |
| ISHARES INC | 126947 | 9003079 | CORE MSCI EMKT |
| LAM RESEARCH CORP | 40311 | 8987662 | COM NEW |
| ISHARES TR | 93831 | 8859569 | MSCI USA MIN VOL |
| SELECT SECTOR SPDR TR | 185167 | 8830593 | STATE STREET ENE |
| ISHARES TR | 73707 | 8777005 | 3 7 YR TREAS BD |
| NEW YORK LIFE INVESTMENTS ET | 249631 | 8499936 | NYLI FTSE INTERN |
| BLACKSTONE INC | 51321 | 8390989 | COM |
| CISCO SYS INC | 110243 | 8289152 | COM |
| PGIM ETF TR | 164235 | 8165770 | PGIM ULTRA SH BD |
| PUTNAM ETF TRUST | 170008 | 7990376 | FOCUSED LAR CAP |
| ISHARES TR | 170950 | 7971379 | CORE UNIVRSL USD |
| ELI LILLY & CO | 7582 | 7873634 | COM |
| ISHARES TR | 84008 | 7791753 | CORE MSCI EAFE |
| ISHARES TR | 61114 | 7573801 | S&P 500 GRWT ETF |
| PHILIP MORRIS INTL INC | 41557 | 7215139 | COM |
| MASTERCARD INCORPORATED | 13350 | 7202423 | CL A |
| ARM HOLDINGS PLC | 65455 | 6923830 | SPONSORED ADS |
| BLACKROCK ETF TRUST | 110636 | 6762050 | ISHARES US EQUIT |
| ISHARES TR | 76675 | 6732063 | 20 YR TR BD ETF |
| ORACLE CORP | 35228 | 6731632 | COM |
| APPLOVIN CORP | 11767 | 6692797 | COM CL A |
| COCA COLA CO | 94366 | 6647146 | COM |
| ABBVIE INC | 30426 | 6521868 | COM |
| BNY MELLON ETF TRUST | 55919 | 6514344 | US MDCP CORE EQT |
| BLACKROCK ETF TRUST II | 122230 | 6474519 | ISHARES FLEXIBLE |
| VANGUARD SCOTTSDALE FDS | 115409 | 6470971 | LONG TERM TREAS |
| ISHARES TR | 66316 | 6361679 | 7-10 YR TRSY BD |
| INTUITIVE SURGICAL INC | 11744 | 6282995 | COM NEW |
| ISHARES TR | 89411 | 6264155 | CORE S&P MCP ETF |
| ISHARES TR | 58871 | 6094284 | CONV BD ETF |
| ISHARES TR | 27749 | 6028693 | S&P 500 VAL ETF |
| CROWDSTRIKE HLDGS INC | 13119 | 5954619 | CL A |
| INNOVATOR ETFS TRUST | 132796 | 5834617 | US EQTY PWR BUF |
| SELECT SECTOR SPDR TR | 49541 | 5742638 | STATE STREET CON |
| VERIZON COMMUNICATIONS INC | 144308 | 5615037 | COM |
| SALESFORCE INC | 24562 | 5578330 | COM |
| ROSS STORES INC | 28599 | 5501388 | COM |
| ISHARES TR | 118345 | 5408386 | INVESTMENT GRADE |
| ISHARES TR | 26421 | 5371576 | MSCI USA QLT FCT |
| GOLDMAN SACHS GROUP INC | 5574 | 5362668 | COM |
| HOME DEPOT INC | 14016 | 5328387 | COM |
| VANECK ETF TRUST | 13258 | 5308528 | SEMICONDUCTR ETF |
| SCHWAB STRATEGIC TR | 210601 | 5269236 | INT-TRM U.S TRES |
| BANK AMERICA CORP | 98958 | 5241817 | COM |
| BLACKROCK ETF TRUST II | 99623 | 5174941 | ISHARES AAA CLO |
| JANUS DETROIT STR TR | 101679 | 5160220 | HENDRSON AAA CL |
| ISHARES TR | 69764 | 5124875 | EAFE VALUE ETF |
| KLA CORP | 3224 | 5054388 | COM NEW |
| VANGUARD BD INDEX FDS | 67293 | 4993111 | TOTAL BND MRKT |
| ISHARES TR | 57838 | 4936490 | INTL DIV GRWTH |
| UNION PAC CORP | 21483 | 4930057 | COM |
| BERKSHIRE HATHAWAY INC DEL | 9935 | 4900886 | CL B NEW |
| ALTRIA GROUP INC | 79310 | 4898169 | COM |
| VANGUARD WORLD FD | 32806 | 4818217 | MEGA CAP VAL ETF |
| NIKE INC | 73687 | 4743990 | CL B |
| DIMENSIONAL ETF TRUST | 61481 | 4639332 | US EQUITY MARKET |
| CELESTICA INC | 14739 | 4622268 | COM |
| ADOBE INC | 15490 | 4586828 | COM |
| SERVICENOW INC | 35835 | 4562203 | COM |
| ISHARES TR | 52563 | 4492539 | CORE MSCI INTL |
| ISHARES TR | 12822 | 4399194 | S&P 100 ETF |
| ISHARES TR | 60757 | 4345349 | CORE DIV GRWTH |
| ISHARES TR | 142381 | 4258616 | HIGH YLD CORP BD |
| ISHARES TR | 8900 | 4188086 | RUS 1000 GRW ETF |
| SCHWAB STRATEGIC TR | 152147 | 4158165 | US LRG CAP ETF |
| NETFLIX INC | 47142 | 4148453 | COM |
| CREDO TECHNOLOGY GROUP HOLDI | 27187 | 4104421 | ORDINARY SHARES |
| SCHWAB STRATEGIC TR | 126398 | 4090225 | US LCAP GR ETF |
| QUALCOMM INC | 25419 | 4052261 | COM |
| SELECT SECTOR SPDR TR | 27583 | 4016707 | STATE STREET TEC |
| ISHARES TR | 45481 | 4011895 | CORE MSCI TOTAL |
| AMERICAN EXPRESS CO | 10937 | 3989862 | COM |
| VERTIV HOLDINGS CO | 22307 | 3946781 | COM CL A |
| DISNEY WALT CO | 33929 | 3772955 | COM |
| INTERNATIONAL BUSINESS MACHS | 11772 | 3598416 | COM |
| ISHARES TR | 70522 | 3586749 | 10+ YR INVST GRD |
| BLACKROCK ETF TRUST | 109401 | 3507408 | ISHARES US LARG |
| LOCKHEED MARTIN CORP | 5884 | 3427255 | COM |
| FIDELITY MERRIMACK STR TR | 74313 | 3426571 | TOTAL BD ETF |
| DIMENSIONAL ETF TRUST | 84002 | 3418043 | US CORE EQUITY 2 |
| TEMPUS AI INC | 48413 | 3404886 | CL A |
| CITIGROUP INC | 28646 | 3381332 | COM NEW |
| ISHARES TR | 48389 | 3377552 | U S EQUITY FACTR |
| FORTINET INC | 44677 | 3367752 | COM |
| MEDTRONIC PLC | 34790 | 3366292 | SHS |
| AMGEN INC | 10160 | 3356922 | COM |
| INVESCO EXCH TRD SLF IDX FD | 171069 | 3354658 | BULSHS 2026 CB |
| MCDONALDS CORP | 10896 | 3349689 | COM |
| ISHARES TR | 33239 | 3342489 | 0-3 MNTH TREASRY |
| ALTSHARES TRUST | 113427 | 3295069 | MERGER ARBITRAGE |
| ZOETIS INC | 25967 | 3236730 | CL A |
| VANGUARD SCOTTSDALE FDS | 38619 | 3235500 | INT-TERM CORP |
| VANGUARD INDEX FDS | 16161 | 3205847 | VALUE ETF |
| NEWMONT CORP | 27900 | 3183913 | COM |
| VANGUARD STAR FDS | 40187 | 3160289 | VG TL INTL STK F |
| VERTEX PHARMACEUTICALS INC | 7127 | 3145357 | COM |
| WALMART INC | 26170 | 3132557 | COM |
| ISHARES TR | 32549 | 3110718 | MBS ETF |
| VISTRA CORP | 18670 | 3110352 | COM |
| GLOBAL X FDS | 171877 | 3073163 | NASDAQ 100 COVER |
| WASTE MGMT INC DEL | 13808 | 3054785 | COM |
| ISHARES TR | 20010 | 3032722 | CORE S&P TTL STK |
| ESSEX PPTY TR INC | 11704 | 3022784 | COM |
| DIMENSIONAL ETF TRUST | 70641 | 3012146 | CORE FIXED INCOM |
| AT&T INC | 127179 | 2987426 | COM |
| PEPSICO INC | 20319 | 2973091 | COM |
| FIRST TR EXCHNG TRADED FD VI | 68430 | 2884797 | FT VEST U.S |
| SHOPIFY INC | 18433 | 2872086 | CL A SUB VTG SHS |
| RTX CORPORATION | 14134 | 2853979 | COM |
| TJX COS INC NEW | 18112 | 2850460 | COM |
| ISHARES TR | 18900 | 2849586 | ESG AWR MSCI USA |
| SOUTHERN COPPER CORP | 15681 | 2837533 | COM |
| AUTOMATIC DATA PROCESSING IN | 10868 | 2830500 | COM |
| FIRST TR EXCHNG TRADED FD VI | 64351 | 2823759 | FT VEST US EQT |
| VANGUARD INDEX FDS | 5776 | 2801689 | GROWTH ETF |
| FTAI AVIATION LTD | 10051 | 2750938 | SHS |
| ISHARES TR | 25552 | 2749603 | NATIONAL MUN ETF |
| SCHWAB STRATEGIC TR | 57191 | 2724004 | INTL SCEQT ETF |
| SCHWAB CHARLES CORP | 26212 | 2721368 | COM |
| ISHARES TR | 20986 | 2668156 | CORE HIGH DV ETF |
| INNOVATOR ETFS TRUST | 79060 | 2660764 | DEFINED WLT SHLD |
| CATERPILLAR INC | 4111 | 2659557 | COM |
| ISHARES INC | 65273 | 2642246 | JP MRGN EM HI BD |
| INVESCO EXCH TRADED FD TR II | 131947 | 2642239 | GLOBAL EX US HGH |
| PROCTER AND GAMBLE CO | 18230 | 2634846 | COM |
| INVESCO EXCHANGE TRADED FD T | 13223 | 2632105 | S&P500 EQL WGT |
| CME GROUP INC | 9333 | 2608476 | COM |
| ASTERA LABS INC | 14263 | 2595866 | COM |
| ABBOTT LABS | 21241 | 2586260 | COM |
| VANGUARD ADMIRAL FDS INC | 5735 | 2562075 | 500 GRTH IDX F |
| GLOBAL X FDS | 49678 | 2561879 | US INFR DEV ETF |
| ATMOS ENERGY CORP | 15007 | 2558172 | COM |
| VANGUARD SCOTTSDALE FDS | 20900 | 2530754 | VNG RUS1000GRW |
| CUMMINS INC | 4369 | 2529324 | COM |
| CINTAS CORP | 12893 | 2519492 | COM |
| SPDR INDEX SHS FDS | 51576 | 2511218 | PORTFOLIO EMG MK |
| FIRST TR EXCHNG TRADED FD VI | 71595 | 2487061 | FT VEST LADDERED |
| MOELIS & CO | 31743 | 2460749 | CL A |
| AIRBNB INC | 18721 | 2446086 | COM CL A |
| INTUIT | 4478 | 2442032 | COM |
| OKTA INC | 27169 | 2432984 | CL A |
| ARISTA NETWORKS INC | 18638 | 2419730 | COM SHS |
| J P MORGAN EXCHANGE TRADED F | 37358 | 2400632 | US QUALTY FCTR |
| COMFORT SYS USA INC | 2142 | 2399422 | COM |
| PFIZER INC | 92332 | 2368329 | COM |
| INVESCO ACTIVELY MANAGED EXC | 48994 | 2331111 | TOTAL RETURN |
| ISHARES TR | 59423 | 2321044 | INTL EQTY FACTOR |
| INVESCO EXCHANGE TRADED FD T | 47334 | 2316986 | RAFI US 1500 |
| VANGUARD WHITEHALL FDS | 15383 | 2290087 | HIGH DIV YLD |
| WILLIAMS COS INC | 37017 | 2278390 | COM |
| MORGAN STANLEY | 12036 | 2275841 | COM NEW |
| WELLS FARGO CO NEW | 25653 | 2267217 | COM |
| OUTFRONT MEDIA INC | 89939 | 2266452 | COM NEW |
| ISHARES TR | 8521 | 2201783 | MSCI USA MMENTM |
| MERCK & CO INC | 19951 | 2171223 | COM |
| ISHARES TR | 16801 | 2161006 | CORE S&P SCP ETF |
| ISHARES TR | 66685 | 2155354 | NASDAQ TOP 30 |
| AMPHENOL CORP NEW | 13746 | 2122170 | CL A |
| APPLIED MATLS INC | 6439 | 2105458 | COM |
| ISHARES TR | 20721 | 2088685 | RUS MID CAP ETF |
| CORNING INC | 22090 | 2080839 | COM |
| ISHARES TR | 20276 | 2069348 | 10-20 YR TRS ETF |
| VANGUARD WHITEHALL FDS | 30608 | 2063283 | EM MK GOV BD ETF |
| ASTRAZENECA PLC | 21850 | 2062461 | SPONSORED ADR |
| ISHARES TR | 18929 | 2042804 | US HOME CONS ETF |
| FIDELITY COVINGTON TRUST | 72313 | 2036340 | MSCI RL EST ETF |
| MEDPACE HLDGS INC | 3321 | 2028799 | COM |
| PAYPAL HLDGS INC | 35231 | 2004284 | COM |
| VANGUARD CALIF TAX FREE FDS | 19805 | 1998325 | TAX EXEMPT BD FD |
| VANGUARD WORLD FD | 2618 | 1986993 | INF TECH ETF |
| EMERSON ELEC CO | 13216 | 1975308 | COM |
| VANGUARD BD INDEX FDS | 25091 | 1951320 | INTERMED TERM |
| BLACKROCK ETF TRUST | 55892 | 1950646 | ISHARES A I INNO |
| SEAGATE TECHNOLOGY HLDNGS PL | 5880 | 1918375 | ORD SHS |
| VANECK ETF TRUST | 73725 | 1911689 | JP MRGAN EM LOC |
| AMCOR PLC | 46482 | 1902973 | ORD |
| VANECK ETF TRUST | 19553 | 1901335 | GOLD MINERS ETF |
| BLACKROCK ETF TRUST | 62896 | 1883168 | ISHARES INTL DIV |
| T-MOBILE US INC | 10105 | 1882721 | COM |
| INNOVATOR ETFS TRUST | 37449 | 1867582 | US EQTY BUF OCT |
| AIR PRODS & CHEMS INC | 6951 | 1859494 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 41391 | 1843969 | SHS CREATION UNI |
| COLUMBIA ETF TR II | 45283 | 1838490 | EM CORE EX ETF |
| INVESCO EXCH TRADED FD TR II | 7142 | 1826241 | NASDAQ 100 ETF |
| BLACKROCK ETF TRUST | 46412 | 1814264 | ISHARES US THEMA |
| DATADOG INC | 15175 | 1806149 | CL A COM |
| MONOLITHIC PWR SYS INC | 1741 | 1798660 | COM |
| NASDAQ INC | 17758 | 1793213 | COM |
| ISHARES TR | 13461 | 1757016 | EXPND TEC SC ETF |
| ISHARES TR | 20351 | 1738357 | MRGSTR MD CP VAL |
| OMEGA HEALTHCARE INVS INC | 38584 | 1725461 | COM |
| COLGATE PALMOLIVE CO | 20268 | 1713027 | COM |
| CONOCOPHILLIPS | 17200 | 1688910 | COM |
| INVESCO EXCH TRD SLF IDX FD | 85157 | 1682696 | BULSHS 2027 CB |
| GOLDMAN SACHS ETF TR | 12413 | 1661114 | ACTIVEBETA US LG |
| ISHARES TR | 19820 | 1654348 | MRGSTR MD CP GRW |
| VANGUARD INDEX FDS | 5963 | 1643063 | SMALL CP ETF |
| COMCAST CORP NEW | 58599 | 1630217 | CL A |
| AMERICAN HEALTHCARE REIT INC | 33169 | 1592444 | COM SHS |
| SABRA HEALTH CARE REIT INC | 81861 | 1575015 | COM |
| HOST HOTELS & RESORTS INC | 84519 | 1571211 | COM |
| ENERGY TRANSFER L P | 90472 | 1569697 | COM UT LTD PTN |
| STARWOOD PPTY TR INC | 84192 | 1562608 | COM |
| S&P GLOBAL INC | 2856 | 1560164 | COM |
| BLACKROCK ETF TRUST II | 69555 | 1557342 | SHORT DURATION H |
| CVS HEALTH CORP | 19795 | 1555865 | COM |
| SAP SE | 6657 | 1555022 | SPON ADR |
| BLUE OWL CAPITAL INC | 97484 | 1552927 | COM CL A |
| PACER FDS TR | 24991 | 1541203 | US CASH COWS 100 |
| ACCENTURE PLC IRELAND | 5377 | 1538948 | SHS CLASS A |
| BANK AMERICA CORP | 1207 | 1499770 | 7.25%CNV PFD L |
| UNITED RENTALS INC | 1620 | 1492514 | COM |
| ISHARES TR | 7420 | 1483113 | U.S. TECH ETF |
| BLACKROCK INC | 1270 | 1477212 | COM |
| SELECT SECTOR SPDR TR | 12823 | 1476846 | STATE STREET COM |
| FERRARI N V | 4269 | 1473867 | COM |
| VANGUARD SCOTTSDALE FDS | 24618 | 1471927 | INTER TERM TREAS |
| SCHWAB STRATEGIC TR | 47881 | 1462276 | US SML CAP ETF |
| WP CAREY INC | 20774 | 1459613 | COM |
| BOEING CO | 5884 | 1457349 | COM |
| HENRY JACK & ASSOC INC | 7654 | 1456775 | COM |
| PROGRESSIVE CORP | 7196 | 1456308 | COM |
| CURTISS WRIGHT CORP | 2185 | 1450654 | COM |
| DIMENSIONAL ETF TRUST | 36589 | 1447474 | INTL CORE EQT MK |
| J P MORGAN EXCHANGE TRADED F | 28454 | 1445442 | MUNICIPAL ETF |
| BROOKFIELD RENEWABLE CORP | 36187 | 1429015 | CL A EX SUB VTG |
| D R HORTON INC | 9132 | 1424253 | COM |
| J P MORGAN EXCHANGE TRADED F | 29978 | 1422141 | CORE PLUS BD ETF |
| SELECT SECTOR SPDR TR | 9108 | 1418522 | STATE STREET HEA |
| ISHARES TR | 24991 | 1416741 | US INFRASTRUC |
| BOEING CO | 17994 | 1403352 | DEP CONV PFD A |
| AIM ETF PRODUCTS TRUST | 35600 | 1400504 | US LRGCP B20 JUL |
| IDEXX LABS INC | 1950 | 1394972 | COM |
| UNITED PARCEL SERVICE INC | 12961 | 1385660 | CL B |
| ISHARES TR | 32079 | 1380992 | 0-5YR HI YL CP |
| CHENIERE ENERGY INC | 6678 | 1380356 | COM NEW |
| LTC PPTYS INC | 37309 | 1377434 | COM |
| STARBUCKS CORP | 14723 | 1369135 | COM |
| REALTY INCOME CORP | 22237 | 1365794 | COM |
| KINSALE CAP GROUP INC | 3422 | 1364776 | COM |
| TEXAS INSTRS INC | 7118 | 1363610 | COM |
| VANGUARD WORLD FD | 3334 | 1361232 | MEGA GRWTH IND |
| ISHARES TR | 25698 | 1359952 | ISHS 1-5YR INVS |
| CAPITAL GROUP CORE EQUITY ET | 32974 | 1355231 | SHS CREATION UNI |
| EMBRAER S.A. | 18356 | 1351550 | SPONSORED ADS |
| FREEPORT-MCMORAN INC | 22932 | 1346310 | CL B |
| WHIRLPOOL CORP | 15367 | 1338958 | COM |
| J P MORGAN EXCHANGE TRADED F | 22882 | 1336560 | EQUITY PREMIUM |
| SILA REALTY TRUST INC | 55689 | 1334877 | COMMON STOCK |
| AGNICO EAGLE MINES LTD | 6737 | 1330450 | COM |
| RAMBUS INC DEL | 12293 | 1327521 | COM |
| ROYAL CARIBBEAN GROUP | 4799 | 1324609 | COM |
| L3HARRIS TECHNOLOGIES INC | 3823 | 1324391 | COM |
| ONEOK INC NEW | 17780 | 1322806 | COM |
| FIRST TR EXCHNG TRADED FD VI | 49553 | 1321339 | FT VEST LAD |
| SCHWAB STRATEGIC TR | 41010 | 1316844 | US MID-CAP ETF |
| INVESCO EXCH TRADED FD TR II | 17905 | 1311165 | S&P500 LOW VOL |
| AMERICAN ELEC PWR CO INC | 10887 | 1305992 | COM |
| ISHARES TR | 12406 | 1305708 | CORE S&P US VLU |
| DBX ETF TR | 35220 | 1304534 | XTRACK USD HIGH |
| HAMILTON LANE INC | 8532 | 1303567 | CL A |
| HEALTHPEAK PROPERTIES INC | 72856 | 1299016 | COM |
| LEGG MASON ETF INVT | 33871 | 1287098 | FRANKLIN INTL LW |
| DEERE & CO | 2497 | 1284308 | COM |
| CAPITAL GRP FIXED INCM ETF T | 48276 | 1281245 | CORE BOND ETF |
| TRAVEL PLUS LEISURE CO | 17673 | 1279708 | COM |
| UBIQUITI INC | 2323 | 1278556 | COM |
| FRANKLIN TEMPLETON ETF TR | 50988 | 1277239 | FRANKLIN DYN MUN |
| CAPITAL ONE FINL CORP | 5340 | 1277054 | COM |
| COPART INC | 31049 | 1274251 | COM |
| SOUTHERN CO | 14332 | 1274074 | COM |
| BLACKSTONE SECD LENDING FD | 47894 | 1269679 | COMMON STOCK |
| DIMENSIONAL ETF TRUST | 17001 | 1266904 | US SMALL CAP ETF |
| SCHWAB STRATEGIC TR | 43565 | 1259017 | US DIVIDEND EQ |
| KINETIK HOLDINGS INC | 32389 | 1251514 | COM NEW CL A |
| GE AEROSPACE | 3848 | 1251105 | COM NEW |
| STERLING INFRASTRUCTURE INC | 3550 | 1245908 | COM |
| AUTODESK INC | 4678 | 1242898 | COM |
| ISHARES TR | 15490 | 1231320 | US SML CAP EQT |
| TERADYNE INC | 5392 | 1230057 | COM |
| DIMENSIONAL ETF TRUST | 25118 | 1218456 | US MKTWIDE VALUE |
| NEXTERA ENERGY INC | 14558 | 1217525 | COM |
| EPR PPTYS | 21756 | 1216172 | COM SH BEN INT |
| FIRST TR EXCHNG TRADED FD VI | 48080 | 1211374 | SMITH UNCONSTRAI |
| VANGUARD MUN BD FDS | 23774 | 1202940 | TAX EXEMPT BD |
| MSC INCOME FUND INC | 91423 | 1195812 | COM |
| JANUS DETROIT STR TR | 24822 | 1193314 | B-BBB CLO ETF |
| MERCADOLIBRE INC | 574 | 1191056 | COM |
| VANGUARD INTL EQUITY INDEX F | 7970 | 1189752 | FTSE SMCAP ETF |
| EXELON CORP | 26229 | 1173230 | COM |
| FRANKLIN TEMPLETON ETF TR | 47624 | 1169878 | HIGH YIELD CORP |
| CLEARWAY ENERGY INC | 34494 | 1169360 | CL A |
| SELECT SECTOR SPDR TR | 26876 | 1166170 | STATE STREET UTI |
| CHIPOTLE MEXICAN GRILL INC | 29046 | 1160695 | COM |
| ISHARES TR | 21294 | 1147759 | ISHS 5-10YR INVT |
| DXP ENTERPRISES INC | 9260 | 1147684 | COM NEW |
| DIMENSIONAL ETF TRUST | 33381 | 1144644 | EMGR CRE EQT MNG |
| ISHARES TR | 47042 | 1143126 | IBONDS 27 ETF |
| RESMED INC | 4436 | 1142630 | COM |
| FRANKLIN TEMPLETON ETF TR | 11802 | 1141135 | INTELLIGENT MACH |
| ISHARES TR | 22693 | 1139879 | CORE INTL AGGR |
| FS KKR CAP CORP | 78363 | 1137047 | COM |
| ENBRIDGE INC | 23849 | 1134973 | COM |
| DIMENSIONAL ETF TRUST | 23582 | 1131929 | SHORT DURATION F |
| ZSCALER INC | 5266 | 1126819 | COM |
| PALOMAR HLDGS INC | 8754 | 1124539 | COM |
| SEI INVTS CO | 13060 | 1123308 | COM |
| KINDER MORGAN INC DEL | 40100 | 1121204 | COM |
| MITSUBISHI UFJ FINL GROUP IN | 59232 | 1119493 | SPONSORED ADS |
| BANCO BILBAO VIZCAYA ARGENTA | 45836 | 1117481 | SPONSORED ADR |
| ISHARES INC | 9299 | 1113523 | MSCI GBL MIN VOL |
| VANGUARD INDEX FDS | 11931 | 1105051 | REAL ESTATE ETF |
| SCHWAB STRATEGIC TR | 35652 | 1103779 | US LCAP VA ETF |
| VANGUARD INDEX FDS | 4901 | 1102975 | SM CP VAL ETF |
| COMMERCE BANCSHARES INC | 20308 | 1102538 | COM |
| TRANE TECHNOLOGIES PLC | 2804 | 1092297 | SHS |
| DOW INC | 39553 | 1090475 | COM |
| MARSH & MCLENNAN COS INC | 5911 | 1078103 | COM |
| ISHARES TR | 9036 | 1077355 | EAFE GRWTH ETF |
| BLUE OWL TECHNOLOGY FIN CORP | 75188 | 1063911 | COMMON STOCK |
| OLD DOMINION FREIGHT LINE IN | 6056 | 1063670 | COM |
| HARMONY GOLD MINING CO LTD | 48741 | 1062563 | SPONSORED ADR |
| COOPER COS INC | 12898 | 1062411 | COM |
| INVESCO EXCH TRADED FD TR II | 8836 | 1060375 | S&P 500 MOMNTM |
| GE VERNOVA INC | 1531 | 1043129 | COM |
| ISHARES TR | 42967 | 1042380 | IBONDS DEC2026 |
| ISHARES INC | 17026 | 1042008 | EMNG MKTS EQT |
| ISHARES SILVER TR | 12829 | 1039431 | ISHARES |
| PROLOGIS INC. | 7764 | 1034285 | COM |
| BITWISE BITCOIN ETF TR | 19863 | 1030890 | SHS BEN INT |
| VERISK ANALYTICS INC | 4660 | 1027163 | COM |
| GOLD FIELDS LTD | 20782 | 1026842 | SPONSORED ADR |
| PHILLIPS 66 | 7340 | 1014994 | COM |
| PENUMBRA INC | 2892 | 1014456 | COM |
| BOOKING HOLDINGS INC | 198 | 1013998 | COM |
| INTERDIGITAL INC | 3264 | 1007898 | COM |
| CLEANSPARK INC | 75246 | 1006039 | COM NEW |
| VANECK ETF TRUST | 43502 | 1001425 | SHRT HGH YLD MUN |
| ROBINHOOD MKTS INC | 19109 | 991976 | COM CL A |
| ISHARES INC | 8769 | 984057 | MSCI STH KOR ETF |
| LINDE PLC | 2242 | 983958 | SHS |
| STRYKER CORPORATION | 2695 | 980503 | COM |
| CAPITAL GROUP GROWTH ETF | 21758 | 976717 | SHS CREATION UNI |
| ISHARES TR | 13916 | 972589 | MSCI ACWI EX US |
| CAMECO CORP | 8200 | 954808 | COM |
| NVENT ELECTRIC PLC | 8423 | 947581 | SHS |
| SIMON PPTY GROUP INC NEW | 5124 | 947531 | COM |
| EOG RES INC | 8979 | 945631 | COM |
| AGNC INVT CORP | 78390 | 935187 | COM |
| LINCOLN NATL CORP IND | 22818 | 933272 | COM |
| CYBERARK SOFTWARE LTD | 2043 | 926807 | SHS |
| HONEYWELL INTL INC | 4165 | 913767 | COM |
| SIBANYE STILLWATER LTD | 54300 | 910611 | SPONSORED ADR |
| COMPANIA DE MINAS BUENAVENTU | 26192 | 908350 | SPONSORED ADR |
| KENVUE INC | 52765 | 907551 | COM |
| BARCLAYS PLC | 34565 | 904570 | ADR |
| J P MORGAN EXCHANGE TRADED F | 17580 | 890784 | ULTRA SHRT ETF |
| CENCORA INC | 2509 | 890323 | COM |
| DOMINION ENERGY INC | 14549 | 889402 | COM |
| VANGUARD ADMIRAL FDS INC | 4234 | 888928 | 500 VAL IDX FD |
| PROFESIONALLY MANAGED PORTFO | 25784 | 888776 | CONGRESS SMID GR |
| DIMENSIONAL ETF TRUST | 17209 | 887640 | INTERNATNAL VAL |
| KKR & CO INC | 6733 | 884805 | COM |
| VANGUARD INDEX FDS | 2710 | 880828 | SML CP GRW ETF |
| ISHARES TR | 10828 | 878023 | IBOXX HI YD ETF |
| ELEVANCE HEALTH INC FORMERLY | 2336 | 875583 | COM |
| UNILEVER PLC | 13543 | 873659 | SPON ADR NEW |
| FIDELITY COVINGTON TRUST | 11876 | 868845 | VLU FACTOR ETF |
| BWX TECHNOLOGIES INC | 3947 | 860047 | COM |
| SIXTH STREET SPECIALTY LENDI | 38454 | 857515 | COM |
| EATON CORP PLC | 2490 | 855932 | SHS |
| PAYCHEX INC | 7600 | 844941 | COM |
| CHINA YUCHAI INTL LTD | 19604 | 841208 | COM |
| BOSTON SCIENTIFIC CORP | 9544 | 840514 | COM |
| CRANE COMPANY | 4038 | 837591 | COMMON STOCK |
| LOWES COS INC | 3015 | 836777 | COM |
| AMERIPRISE FINL INC | 1640 | 835285 | COM |
| MONSTER BEVERAGE CORP NEW | 10611 | 829462 | COM |
| MONDELEZ INTL INC | 14478 | 828704 | CL A |
| COREWEAVE INC | 8165 | 826543 | COM CL A |
| AON PLC | 2399 | 824778 | SHS CL A |
| ISHARES TR | 16650 | 819680 | ESG AWARE MSCI |
| BANK NEW YORK MELLON CORP | 6747 | 818671 | COM |
| WISDOMTREE TR | 24234 | 816197 | EQUITY PREMIUM |
| CSX CORP | 22350 | 810195 | COM |
| CONSTELLATION ENERGY CORP | 2633 | 810149 | COM |
| WISDOMTREE TR | 18350 | 809952 | YIELD ENHANCD US |
| ALLSTATE CORP | 4185 | 804692 | COM |
| ISHARES TR | 9161 | 800371 | MSCI EAFE MIN VL |
| METLIFE INC | 10411 | 799220 | COM |
| ISHARES TR | 8261 | 794767 | JPMORGAN USD EMG |
| BLACKSTONE MTG TR INC | 40414 | 792930 | COM CL A |
| MARATHON PETE CORP | 4512 | 792443 | COM |
| NU HLDGS LTD | 47705 | 791903 | ORD SHS CL A |
| MARRIOTT INTL INC NEW | 2427 | 790911 | CL A |
| PIMCO ETF TR | 7854 | 789881 | ENHAN SHRT MA AC |
| BARRICK MNG CORP | 16203 | 789555 | COM SHS |
| SELECT SECTOR SPDR TR | 4692 | 783178 | STATE STREET IND |
| VANGUARD INSTL INDEX FD | 10340 | 781209 | 0-3 MO TREAS BIL |
| STERIS PLC | 2871 | 771199 | SHS USD |
| IRON MTN INC DEL | 8037 | 771018 | COM |
| AMERICAN CENTY ETF TR | 9470 | 769932 | AVANTIS EMGMKT |
| FORD MTR CO | 56582 | 769510 | COM |
| WISDOMTREE TR | 15094 | 769348 | ITL HDG QTLY DIV |
| JOHN HANCOCK EXCHANGE TRADED | 11065 | 763010 | MULTIFACTOR MI |
| BROOKFIELD RENEWABLE PARTNER | 27045 | 762677 | PARTNERSHIP UNIT |
| PACER FDS TR | 17940 | 759221 | GLOBL CASH ETF |
| VANGUARD WELLINGTON FD | 3671 | 758539 | US MOMENTUM |
| INNOVATOR ETFS TRUST | 23055 | 755743 | U S EQ 10 BUFFER |
| ROYCE MICRO-CAP TR INC | 65302 | 755544 | COM |
| ABRDN TOTAL DYNAMIC DIVIDEND | 76134 | 755244 | COM SH BEN INT |
| SEA LTD | 6204 | 753333 | SPONSORD ADS |
| FEDEX CORP | 2435 | 750387 | COM |
| WESTERN DIGITAL CORP | 3340 | 739843 | COM |
| SYNOPSYS INC | 1425 | 735742 | COM |
| ISHARES TR | 8540 | 735258 | MRGSTR MD CP ETF |
| MANAGED PORTFOLIO SERIES | 28476 | 734676 | KENSINGTON HEDGE |
| BRITISH AMERN TOB PLC | 12593 | 733179 | SPONSORED ADR |
| RELX PLC | 17610 | 733103 | SPONSORED ADR |
| TORTOISE CAPITAL SERIES TRUS | 20265 | 733001 | NORTH AMERN PIPE |
| CADENCE DESIGN SYSTEM INC | 2304 | 731364 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 8781 | 730843 | SHS |
| MOODYS CORP | 1339 | 721771 | COM |
| VALMONT INDS INC | 1615 | 716598 | COM |
| BJS WHSL CLUB HLDGS INC | 7627 | 712362 | COM |
| AIM ETF PRODUCTS TRUST | 17911 | 703544 | ALLIANZIM US EQU |
| DIMENSIONAL ETF TRUST | 12899 | 701061 | GLOBAL CORE PLUS |
| OCCIDENTAL PETE CORP | 16320 | 696864 | COM |
| ISHARES TR | 11161 | 694650 | GLB INFRASTR ETF |
| DBX ETF TR | 13779 | 693642 | XTRACK MSCI EAFE |
| VNET GROUP INC | 65158 | 687743 | SPONSORED ADS A |
| BLACKROCK ETF TRUST II | 13850 | 681014 | ISHARES HIGH YIE |
| BRISTOL-MYERS SQUIBB CO | 12284 | 678812 | COM |
| AIM ETF PRODUCTS TRUST | 19387 | 678254 | US LRGCP B20 APR |
| AERCAP HOLDINGS NV | 4740 | 676919 | SHS |
| MSCI INC | 1119 | 674333 | COM |
| ISHARES TR | 10167 | 672242 | CORE 60/40 BALAN |
| KOREA ELEC PWR CORP | 35869 | 672185 | SPONSORED ADR |
| INSULET CORP | 2336 | 672067 | COM |
| FIRST TR EXCHANGE-TRADED FD | 16550 | 671103 | SMID RISNG ETF |
| ATLANTA BRAVES HLDGS INC | 16743 | 670892 | COM SER C |
| ISHARES INC | 8649 | 668788 | MSCI EMRG CHN |
| E L F BEAUTY INC | 7413 | 667096 | COM |
| CAPITAL GRP FIXED INCM ETF T | 29371 | 666722 | CORE PLUS INCM |
| RIVIAN AUTOMOTIVE INC | 39799 | 663449 | COM CL A |
| INNOVATOR ETFS TRUST | 16600 | 663336 | US EQTY ULTRA B |
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