ELEVATION POINT WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, ELEVATION POINT WEALTH PARTNERS, LLC held in its portfolio 500 assets valued at $2,077,630,213 (i.e. $2.08B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($80.94M), SPDR SERIES TRUST ($79.61M), and SPDR GOLD TR ($78.93M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ELEVATION POINT WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 129073 | 80945431 | S&P 500 ETF SHS |
| SPDR SERIES TRUST | 2136560 | 79611687 | STATE STREET SPD |
| SPDR GOLD TR | 199169 | 78932723 | GOLD SHS |
| APPLE INC | 249088 | 67717027 | COM |
| MICROSOFT CORP | 122875 | 59424591 | COM |
| NVIDIA CORPORATION | 221824 | 41370259 | COM |
| AMAZON COM INC | 155250 | 35834690 | COM |
| ENTERPRISE PRODS PARTNERS L | 1019056 | 32670923 | COM |
| EXXON MOBIL CORP | 268050 | 32257167 | COM |
| JPMORGAN CHASE & CO. | 87483 | 28188734 | COM |
| ISHARES TR | 313928 | 28084034 | CORE MSCI EAFE |
| COMCAST CORP NEW | 937087 | 28009541 | CL A |
| BROADCOM INC | 78934 | 27319115 | COM |
| VANGUARD SCOTTSDALE FDS | 323930 | 27129146 | INT-TERM CORP |
| VANGUARD INDEX FDS | 84299 | 24465151 | MID CAP ETF |
| ALPHABET INC | 76968 | 24091042 | CAP STK CL A |
| VANGUARD TAX-MANAGED FDS | 353510 | 22083788 | VAN FTSE DEV MKT |
| ELI LILLY & CO | 20485 | 22014321 | COM |
| ISHARES TR | 176783 | 21245782 | CORE S&P SCP ETF |
| ISHARES TR | 314867 | 20781193 | CORE S&P MCP ETF |
| SPDR S&P 500 ETF TR | 30022 | 20531915 | TR UNIT |
| SCHWAB STRATEGIC TR | 866561 | 20251535 | US AGGREGATE B |
| VANGUARD BD INDEX FDS | 254686 | 20071839 | SHORT TRM BOND |
| ISHARES INC | 277366 | 18644530 | CORE MSCI EMKT |
| WISDOMTREE TR | 366801 | 18457426 | FLOATNG RAT TREA |
| META PLATFORMS INC | 27373 | 18068871 | CL A |
| PIMCO ETF TR | 186495 | 17433565 | ACTIVE BD ETF |
| FIRST TR EXCHANGE-TRADED FD | 336076 | 16800452 | FST LOW OPPT EFT |
| WISDOMTREE TR | 101651 | 14654050 | JAPN HEDGE EQT |
| EXTRA SPACE STORAGE INC | 112484 | 14647608 | COM |
| ISHARES TR | 606823 | 13972099 | US TREAS BD ETF |
| ABRDN SILVER ETF TRUST | 202335 | 13685939 | PHYSCL SILVR SHS |
| PROSHARES TR | 124305 | 12936453 | S&P 500 DV ARIST |
| JOHNSON & JOHNSON | 60537 | 12528192 | COM |
| ISHARES TR | 127772 | 11136648 | 20 YR TR BD ETF |
| FIRST TR EXCHANGE-TRADED FD | 263984 | 11050383 | FIRST TR TA HIYL |
| WISDOMTREE TR | 203540 | 10799832 | EUROPE HEDGED EQ |
| VANGUARD SCOTTSDALE FDS | 193340 | 10788396 | LONG TERM TREAS |
| ISHARES INC | 143444 | 10425515 | MSCI EMRG CHN |
| ISHARES TR | 41613 | 10416162 | MSCI USA MMENTM |
| MORGAN STANLEY | 58250 | 10341143 | COM NEW |
| ISHARES TR | 202791 | 10232834 | TRS FLT RT BD |
| ISHARES TR | 127572 | 10185348 | MRGSTR MD CP GRW |
| NEXTERA ENERGY INC | 126376 | 10145489 | COM |
| ISHARES TR | 14763 | 10112061 | CORE S&P500 ETF |
| ALPHABET INC | 31027 | 9736129 | CAP STK CL C |
| ISHARES TR | 48551 | 9643216 | MSCI USA QLT FCT |
| SELECT SECTOR SPDR TR | 64992 | 9356963 | STATE STREET TEC |
| ISHARES TR | 91951 | 9184112 | CORE US AGGBD ET |
| ISHARES TR | 189609 | 8617710 | MSCI INTL QUALTY |
| ISHARES TR | 81271 | 8158030 | 0-3 MNTH TREASRY |
| JANUS DETROIT STR TR | 170978 | 7811983 | HENDERSON MTG |
| ABBVIE INC | 33863 | 7737372 | COM |
| MICRON TECHNOLOGY INC | 26844 | 7664519 | COM |
| CAPITAL ONE FINL CORP | 31358 | 7599829 | COM |
| VANGUARD INDEX FDS | 35718 | 7564771 | SM CP VAL ETF |
| GOLDMAN SACHS ETF TR | 105826 | 7336155 | MARKETBETA INTL |
| HOME DEPOT INC | 20864 | 7179433 | COM |
| TESLA INC | 15897 | 7149256 | COM |
| VANGUARD SCOTTSDALE FDS | 149227 | 7025618 | MTG-BKD SECS ETF |
| UBS GROUP AG | 148853 | 6893382 | SHS |
| BERKSHIRE HATHAWAY INC DEL | 13526 | 6798711 | CL B NEW |
| BLUE OWL CAPITAL INC | 451650 | 6747656 | COM CL A |
| VANGUARD INDEX FDS | 35281 | 6738242 | VALUE ETF |
| PROCTER AND GAMBLE CO | 44141 | 6325811 | COM |
| GOLDMAN SACHS ETF TR | 151736 | 6315252 | ACTIVEBETA EME |
| CISCO SYS INC | 81692 | 6292765 | COM |
| INTERNATIONAL BUSINESS MACHS | 21231 | 6288766 | COM |
| AMPLIFY ETF TR | 138668 | 6170731 | CWP ENHANCED DIV |
| MCDONALDS CORP | 20097 | 6142265 | COM |
| ORACLE CORP | 31184 | 6078160 | COM |
| MERCK & CO INC | 55881 | 5929426 | COM |
| SELECT SECTOR SPDR TR | 54897 | 5858205 | STATE STREET CON |
| ISHARES TR | 27324 | 5794503 | S&P 500 VAL ETF |
| BLUE OWL CAPITAL CORPORATION | 452712 | 5793442 | COM |
| CHEVRON CORP NEW | 37307 | 5685930 | COM |
| RTX CORPORATION | 30698 | 5629933 | COM |
| VANGUARD INTL EQUITY INDEX F | 67311 | 5627895 | FTSE EUROPE ETF |
| AMICUS THERAPEUTICS INC | 367557 | 5234014 | COM |
| MASTERCARD INCORPORATED | 9121 | 5206753 | CL A |
| COSTCO WHSL CORP NEW | 6036 | 5205043 | COM |
| ISHARES TR | 41345 | 5096199 | S&P 500 GRWT ETF |
| GE AEROSPACE | 16485 | 5083707 | COM NEW |
| WILLIAMS COS INC | 84233 | 5063237 | COM |
| VANECK ETF TRUST | 58158 | 4988240 | GOLD MINERS ETF |
| GOLDMAN SACHS ETF TR | 65930 | 4986286 | ACTIVEBETA US |
| KINDER MORGAN INC DEL | 179928 | 4946232 | COM |
| WALMART INC | 44193 | 4933694 | COM |
| PALO ALTO NETWORKS INC | 26730 | 4923666 | COM |
| ISHARES TR | 50950 | 4892710 | MSCI EAFE ETF |
| AUTOMATIC DATA PROCESSING IN | 18815 | 4871033 | COM |
| JOHN HANCOCK EXCHANGE TRADED | 60175 | 4804979 | MLTFCTR LRG CAP |
| TOUCHSTONE ETF TRUST | 188423 | 4773697 | ULTRA SHORT INCM |
| ISHARES TR | 86979 | 4758647 | MSCI EMG MKT ETF |
| VANGUARD SPECIALIZED FUNDS | 21620 | 4751750 | DIV APP ETF |
| FIDELITY COVINGTON TRUST | 21049 | 4729076 | MSCI INFO TECH I |
| BLACKROCK ETF TRUST | 75879 | 4614187 | ISHARES US EQUIT |
| INVESCO QQQ TR | 7491 | 4601681 | UNIT SER 1 |
| VISA INC | 13116 | 4600031 | COM CL A |
| BANK AMERICA CORP | 82010 | 4510569 | COM |
| COCA COLA CO | 63544 | 4442363 | COM |
| THERMO FISHER SCIENTIFIC INC | 7636 | 4427793 | COM |
| ISHARES GOLD TR | 54421 | 4417353 | ISHARES NEW |
| FS KKR CAP CORP | 298241 | 4416950 | COM |
| ROYAL CARIBBEAN GROUP | 15264 | 4272722 | COM |
| GOLDMAN SACHS GROUP INC | 4759 | 4182786 | COM |
| ISHARES INC | 51778 | 4180540 | MSCI JAPAN ETF |
| ISHARES TR | 40969 | 4165342 | 10-20 YR TRS ETF |
| EATON VANCE ENHANCED EQUITY | 198678 | 4110686 | COM |
| ISHARES TR | 56842 | 4059065 | EAFE VALUE ETF |
| BLACKROCK INC | 3706 | 3966219 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 12883 | 3925139 | SPONSORED ADS |
| ISHARES TR | 11145 | 3822370 | S&P 100 ETF |
| VANECK ETF TRUST | 147351 | 3804606 | JP MRGAN EM LOC |
| DOUBLELINE ETF TRUST | 81952 | 3799664 | OPPORTUNISTIC CO |
| ISHARES TR | 39743 | 3784305 | MBS ETF |
| FIRST TR EXCH TRADED FD III | 207325 | 3777466 | PFD SECS INC ETF |
| FIRST TR EXCHANGE-TRADED FD | 81644 | 3743684 | SHS |
| NETFLIX INC | 39378 | 3692081 | COM |
| GENERAL MTRS CO | 45275 | 3681753 | COM |
| QUALCOMM INC | 21492 | 3676285 | COM |
| AMGEN INC | 11172 | 3656758 | COM |
| UBER TECHNOLOGIES INC | 44060 | 3600143 | COM |
| VANGUARD INDEX FDS | 7328 | 3575194 | GROWTH ETF |
| PEPSICO INC | 24428 | 3540468 | COM |
| GE VERNOVA INC | 5320 | 3477192 | COM |
| ABBOTT LABS | 27189 | 3406488 | COM |
| INVESCO EXCHANGE TRADED FD T | 57125 | 3386343 | S&P 500 TOP 50 |
| INVESCO EXCH TRADED FD TR II | 29368 | 3362664 | S&P 500 REVENUE |
| UNITEDHEALTH GROUP INC | 10110 | 3337570 | COM |
| SELECT SECTOR SPDR TR | 21314 | 3306277 | STATE STREET IND |
| SELECT SECTOR SPDR TR | 59674 | 3268336 | STATE STREET FIN |
| VANGUARD WORLD FD | 4329 | 3262913 | INF TECH ETF |
| SALESFORCE INC | 12069 | 3202267 | COM |
| GUGGENHEIM STRATEGIC OPPORTU | 247477 | 3187502 | COM SBI |
| VERIZON COMMUNICATIONS INC | 77861 | 3171280 | COM |
| FIRST TR EXCHANGE-TRADED FD | 33694 | 3117099 | CAP STRENGTH ETF |
| ALPS ETF TR | 66251 | 3115138 | ALERIAN MLP |
| HCA HEALTHCARE INC | 6672 | 3114869 | COM |
| FIRST TR EXCHANGE TRADED FD | 44610 | 3099086 | RISNG DIVD ACHIV |
| ISHARES TR | 65235 | 3036037 | CORE UNIVRSL USD |
| GENERAL DYNAMICS CORP | 9003 | 3030969 | COM |
| BLACKSTONE STRATEGIC CRED 20 | 253401 | 3004498 | COM SHS BEN IN |
| BLACKSTONE SECD LENDING FD | 110198 | 2983286 | COMMON STOCK |
| AMERICAN ELEC PWR CO INC | 25095 | 2893651 | COM |
| UNION PAC CORP | 12473 | 2885268 | COM |
| MEDTRONIC PLC | 29475 | 2851844 | SHS |
| ABRDN ETFS | 143899 | 2810344 | BBRG ALL COMD K1 |
| AMERIPRISE FINL INC | 5615 | 2753297 | COM |
| PIMCO ETF TR | 102495 | 2747902 | MULTISECTOR BD |
| SELECT SECTOR SPDR TR | 23333 | 2746758 | STATE STREET COM |
| JOHN HANCOCK EXCHANGE TRADED | 41727 | 2732284 | MULTIFACTOR MI |
| AT&T INC | 108477 | 2694557 | COM |
| JANUS DETROIT STR TR | 52564 | 2658687 | HENDRSON AAA CL |
| GOLDMAN SACHS ETF TR | 61854 | 2578883 | ACCESS US AGRAT |
| BOEING CO | 11839 | 2570484 | COM |
| SSGA ACTIVE ETF TR | 61532 | 2539426 | STATE STREET BLA |
| ANALOG DEVICES INC | 9279 | 2516417 | COM |
| ISHARES TR | 26077 | 2510683 | JPMORGAN USD EMG |
| FTAI AVIATION LTD | 12720 | 2503932 | SHS |
| HONEYWELL INTL INC | 12661 | 2470103 | COM |
| XCEL ENERGY INC | 33005 | 2456417 | COM |
| ISHARES TR | 25876 | 2436461 | MSCI USA MIN VOL |
| VANGUARD INDEX FDS | 9374 | 2418023 | SMALL CP ETF |
| INTEL CORP | 63106 | 2328609 | COM |
| TE CONNECTIVITY PLC | 9896 | 2251341 | ORD SHS |
| STRATEGY SHS | 45944 | 2239770 | DAY HAGAN SMART |
| LINDE PLC | 5222 | 2226798 | SHS |
| LAM RESEARCH CORP | 12838 | 2200767 | COM NEW |
| CATERPILLAR INC | 3839 | 2199215 | COM |
| INTUIT | 3293 | 2181589 | COM |
| CBIZ INC | 43074 | 2173083 | COM |
| BLACKROCK ETF TRUST | 64867 | 2160065 | ISHARES A I INNO |
| RAYMOND JAMES FINL INC | 13339 | 2142153 | COM |
| GOLDMAN SACHS ETF TR | 21274 | 2133318 | ACCES TREASURY |
| SCHWAB STRATEGIC TR | 77668 | 2130428 | US DIVIDEND EQ |
| INVESCO EXCHANGE TRADED FD T | 10961 | 2099741 | S&P500 EQL WGT |
| STARWOOD PPTY TR INC | 113372 | 2096248 | COM |
| SOUTHSTATE BK CORP | 22019 | 2072174 | COM |
| AGREE RLTY CORP | 28488 | 2059392 | COM |
| PENSKE AUTOMOTIVE GRP INC | 12940 | 2048273 | COM |
| PHILIP MORRIS INTL INC | 12531 | 2028484 | COM |
| LOWES COS INC | 8389 | 2022993 | COM |
| ISHARES TR | 65097 | 2015403 | PFD AND INCM SEC |
| ISHARES TR | 4239 | 2006413 | RUS 1000 GRW ETF |
| D R HORTON INC | 13661 | 1967634 | COM |
| CONOCOPHILLIPS | 20920 | 1958360 | COM |
| ISHARES SILVER TR | 30228 | 1947288 | ISHARES |
| ISHARES TR | 19957 | 1943810 | GLOB HLTHCRE ETF |
| J P MORGAN EXCHANGE TRADED F | 33677 | 1942029 | EQUITY PREMIUM |
| SELECT SECTOR SPDR TR | 42271 | 1916978 | STATE STREET MAT |
| PIMCO ETF TR | 36281 | 1906942 | INTER MUN BD ACT |
| DANAHER CORPORATION | 8200 | 1879653 | COM |
| CLEAR SECURE INC | 53503 | 1876896 | COM CL A |
| LOEWS CORP | 17682 | 1862123 | COM |
| BRITISH AMERN TOB PLC | 32430 | 1860427 | SPONSORED ADR |
| AMERICAN EXPRESS CO | 4943 | 1828685 | COM |
| 3M CO | 11401 | 1825242 | COM |
| VANGUARD MUN BD FDS | 36115 | 1816209 | TAX EXEMPT BD |
| BROOKFIELD INFRAST PARTNERS | 52140 | 1811348 | LP INT UNIT |
| GRANITESHARES GOLD TR | 42497 | 1805698 | SHS BEN INT |
| SELECT SECTOR SPDR TR | 42251 | 1803713 | STATE STREET UTI |
| GOLDMAN SACHS ETF TR | 35333 | 1802586 | CORE BOND ETF |
| GOLDMAN SACHS ETF TR | 38613 | 1793366 | ACCESS INVT GR |
| ADVANCED MICRO DEVICES INC | 8344 | 1786951 | COM |
| BLACKROCK ETF TRUST | 45501 | 1754524 | ISHARES US THEMA |
| ALLSTATE CORP | 8352 | 1746686 | COM |
| SEMPRA | 19346 | 1720307 | COM |
| SELECT SECTOR SPDR TR | 38294 | 1712129 | STATE STREET ENE |
| APPLIED MATLS INC | 6634 | 1704922 | COM |
| APPLOVIN CORP | 2505 | 1687919 | COM CL A |
| STARBUCKS CORP | 19729 | 1661360 | COM |
| PIMCO DYNAMIC INCOME STRATEG | 75539 | 1653050 | COM SHS BEN INT |
| TEXAS INSTRS INC | 9520 | 1651622 | COM |
| INTUITIVE SURGICAL INC | 2879 | 1630550 | COM NEW |
| ISHARES TR | 38731 | 1623975 | GLOBAL ENERG ETF |
| EPR PPTYS | 32301 | 1621355 | COM SH BEN INT |
| AFLAC INC | 14699 | 1620912 | COM |
| ARES CAPITAL CORP | 79580 | 1609896 | COM |
| GOLDMAN SACHS ETF TR | 37274 | 1600546 | ACTIVEBETA INT |
| ONEOK INC NEW | 21623 | 1589317 | COM |
| GOLDMAN SACHS ETF TR | 24755 | 1575903 | MARKETBETA RUSS |
| ALTRIA GROUP INC | 26823 | 1574048 | COM |
| AMPHENOL CORP NEW | 11591 | 1569455 | CL A |
| TJX COS INC NEW | 10215 | 1569122 | COM |
| FIRST TR EXCH TRADED FD III | 30550 | 1562185 | MANAGD MUN ETF |
| AMERICAN FINL GROUP INC OHIO | 11284 | 1542267 | COM |
| ISHARES TR | 14007 | 1539529 | TIPS BD ETF |
| PROLOGIS INC. | 12003 | 1532265 | COM |
| TRUIST FINL CORP | 30837 | 1517474 | COM |
| ENERGY TRANSFER L P | 91832 | 1514309 | COM UT LTD PTN |
| DISNEY WALT CO | 13163 | 1507375 | COM |
| KLA CORP | 1232 | 1496610 | COM NEW |
| SHERWIN WILLIAMS CO | 4590 | 1487293 | COM |
| WELLS FARGO CO NEW | 15592 | 1453187 | COM |
| BLACKSTONE INC | 9407 | 1449974 | COM |
| VANECK ETF TRUST | 27422 | 1448156 | CLO ETF |
| BOSTON SCIENTIFIC CORP | 15103 | 1440071 | COM |
| BECTON DICKINSON & CO | 7337 | 1423798 | COM |
| FORD MTR CO | 107912 | 1415801 | COM |
| ISHARES TR | 17057 | 1412661 | 1 3 YR TREAS BD |
| CVS HEALTH CORP | 17772 | 1410369 | COM |
| GOLDMAN SACHS ETF TR | 28519 | 1406814 | ACCESS INFLATI |
| FIRST TR EXCHNG TRADED FD VI | 32262 | 1391964 | FT VEST US EQT |
| ISHARES TR | 12971 | 1389314 | NATIONAL MUN ETF |
| TRAVELERS COMPANIES INC | 4744 | 1375908 | COM |
| FIRST TR EXCH TRADED FD III | 68375 | 1370576 | SHRT DUR MNG MUN |
| PHILLIPS 66 | 10598 | 1367515 | COM |
| ACCENTURE PLC IRELAND | 5079 | 1362798 | SHS CLASS A |
| ARM HOLDINGS PLC | 12414 | 1356974 | SPONSORED ADS |
| SCHWAB CHARLES CORP | 13517 | 1350441 | COM |
| ISHARES TR | 6365 | 1338791 | RUS 1000 VAL ETF |
| ASTRAZENECA PLC | 14471 | 1330290 | SPONSORED ADR |
| INVESCO EXCH TRADED FD TR II | 57340 | 1329715 | NATL AMT MUNI |
| NOVARTIS AG | 9641 | 1329205 | SPONSORED ADR |
| VANGUARD INDEX FDS | 14999 | 1327255 | REAL ESTATE ETF |
| SHOPIFY INC | 8204 | 1320598 | CL A SUB VTG SHS |
| VANGUARD INDEX FDS | 3903 | 1308666 | TOTAL STK MKT |
| FIRST TR EXCH TRADED FD III | 27284 | 1307850 | MUNI HI INCM ETF |
| CONSTELLATION ENERGY CORP | 3691 | 1304060 | COM |
| TRANE TECHNOLOGIES PLC | 3329 | 1295765 | SHS |
| CANADIAN PACIFIC KANSAS CITY | 17447 | 1288520 | COM |
| ISHARES TR | 5973 | 1282343 | US AER DEF ETF |
| DTE ENERGY CO | 9798 | 1275221 | COM |
| MONDELEZ INTL INC | 23374 | 1269935 | CL A |
| DELTA AIR LINES INC DEL | 18251 | 1266631 | COM NEW |
| JABIL INC | 5547 | 1264859 | COM |
| M & T BK CORP | 6241 | 1257403 | COM |
| PNC FINL SVCS GROUP INC | 6024 | 1257339 | COM |
| ISHARES TR | 13071 | 1256907 | 7-10 YR TRSY BD |
| EATON CORP PLC | 3914 | 1246523 | SHS |
| PIMCO ETF TR | 24608 | 1243938 | SHTRM MUN BD ACT |
| LPL FINL HLDGS INC | 3478 | 1242382 | COM |
| MID-AMER APT CMNTYS INC | 8884 | 1234080 | COM |
| AMEREN CORP | 12329 | 1231183 | COM |
| AMERICAN TOWER CORP NEW | 6885 | 1220539 | COM |
| STRYKER CORPORATION | 3461 | 1219448 | COM |
| SPOTIFY TECHNOLOGY S A | 2096 | 1217168 | SHS |
| ETF SER SOLUTIONS | 42183 | 1216608 | BAHL GAYNOR SML |
| CADENCE DESIGN SYSTEM INC | 3850 | 1203433 | COM |
| FIRST TR EXCHANGE TRAD FD VI | 51780 | 1202859 | FST TR GLB FD |
| SEACOAST BKG CORP FLA | 37143 | 1167033 | COM NEW |
| FIRST HORIZON CORPORATION | 48384 | 1163629 | COM |
| VERTIV HOLDINGS CO | 7161 | 1160092 | COM CL A |
| NRG ENERGY INC | 7276 | 1158670 | COM NEW |
| COTERRA ENERGY INC | 43137 | 1135372 | COM |
| ING GROEP N.V. | 40364 | 1130192 | SPONSORED ADR |
| INGREDION INC | 9868 | 1088095 | COM |
| AMERICAN INTL GROUP INC | 12656 | 1082716 | COM NEW |
| ASML HOLDING N V | 1008 | 1078704 | N Y REGISTRY SHS |
| OREILLY AUTOMOTIVE INC | 11780 | 1074454 | COM |
| BROOKFIELD CORP | 23378 | 1073609 | CL A LTD VT SH |
| PFIZER INC | 42913 | 1068545 | COM |
| ROLLINS INC | 17680 | 1061180 | COM |
| SERVICENOW INC | 6889 | 1055326 | COM |
| PALANTIR TECHNOLOGIES INC | 5935 | 1054882 | CL A |
| VIRTUS INVT PARTNERS INC | 6450 | 1052257 | COM |
| ISHARES TR | 6215 | 1048973 | ISHARES BIOTECH |
| ROCKWELL AUTOMATION INC | 2687 | 1045464 | COM |
| J P MORGAN EXCHANGE TRADED F | 20190 | 1030641 | ULTRA SHT MUNCPL |
| ADVANCED ENERGY INDS | 4913 | 1028642 | COM |
| COMERICA INC | 11703 | 1025626 | COM |
| VANGUARD SCOTTSDALE FDS | 12786 | 1019434 | SHRT TRM CORP BD |
| NASDAQ INC | 10331 | 1003410 | COM |
| VANGUARD WORLD FD | 5386 | 996706 | UTILITIES ETF |
| CENCORA INC | 2945 | 994701 | COM |
| SHELL PLC | 13516 | 993135 | SPON ADS |
| FEDEX CORP | 3396 | 985579 | COM |
| T-MOBILE US INC | 4837 | 982119 | COM |
| HDFC BANK LTD | 26813 | 979738 | SPONSORED ADS |
| CARRIER GLOBAL CORPORATION | 18463 | 975579 | COM |
| VERTEX PHARMACEUTICALS INC | 2136 | 968377 | COM |
| INTERNATIONAL PAPER CO | 24540 | 966627 | COM |
| FIRST TR EXCHNG TRADED FD VI | 21496 | 952697 | SMITH OPPORT FXD |
| MARTIN MARIETTA MATLS INC | 1526 | 950297 | COM |
| ALCOA CORP | 17757 | 943611 | COM |
| OLD DOMINION FREIGHT LINE IN | 5963 | 935028 | COM |
| ISHARES TR | 9650 | 929024 | RUS MID CAP ETF |
| TRANSDIGM GROUP INC | 690 | 917338 | COM |
| TOTALENERGIES SE | 13858 | 914930 | ACT |
| PARKER-HANNIFIN CORP | 1039 | 913217 | COM |
| ELEVANCE HEALTH INC FORMERLY | 2599 | 911239 | COM |
| DEERE & CO | 1949 | 910739 | COM |
| HOME BANCORP INC | 15654 | 904815 | COM |
| ISHARES TR | 6434 | 896546 | ESG OPTIMIZED |
| CITIGROUP INC | 7618 | 888985 | COM NEW |
| DUKE ENERGY CORP NEW | 7569 | 887123 | COM NEW |
| TAKE-TWO INTERACTIVE SOFTWAR | 3464 | 886888 | COM |
| BLACKROCK CR ALLOCATION INCO | 81558 | 883269 | COM |
| ISHARES U S ETF TR | 17470 | 879090 | SHORT MATURITY M |
| SAP SE | 3603 | 875205 | SPON ADR |
| CSX CORP | 24123 | 874454 | COM |
| TEXAS PACIFIC LAND CORPORATI | 3019 | 867074 | COM |
| MCKESSON CORP | 1054 | 865384 | COM |
| ARISTA NETWORKS INC | 6536 | 856412 | COM SHS |
| ROSS STORES INC | 4664 | 840220 | COM |
| NATWEST GROUP PLC | 47995 | 839916 | SPONS ADR |
| UNILEVER PLC | 12739 | 833102 | SPON ADR NEW |
| PULTE GROUP INC | 7053 | 828926 | COM |
| WASTE MGMT INC DEL | 3771 | 828444 | COM |
| FIRST TR EXCHANGE-TRADED FD | 5816 | 826638 | NASDAQ-100 SEL |
| MARSH & MCLENNAN COS INC | 4432 | 822174 | COM |
| CHUBB LIMITED | 2614 | 818561 | COM |
| GABELLI DIVID & INCOME TR | 29472 | 818430 | COM |
| ISHARES TR | 16320 | 816142 | CORE INTL AGGR |
| BLACKROCK ETF TRUST II | 15500 | 802041 | ISHARES AAA CLO |
| CROWDSTRIKE HLDGS INC | 1701 | 797361 | CL A |
| TARGA RES CORP | 4315 | 796073 | COM |
| AECOM | 8335 | 794531 | COM |
| ISHARES TR | 2619 | 788756 | ISHARES SEMICDTR |
| INTELLIA THERAPEUTICS INC | 86573 | 778291 | COM |
| TRIMBLE INC | 9906 | 776135 | COM |
| FIDELITY COVINGTON TRUST | 7559 | 772230 | MSCI CONSM DIS |
| COINBASE GLOBAL INC | 3390 | 766615 | COM CL A |
| BOOKING HOLDINGS INC | 143 | 765928 | COM |
| KEYSIGHT TECHNOLOGIES INC | 3761 | 764198 | COM |
| DOW INC | 32619 | 762631 | COM |
| INTERACTIVE BROKERS GROUP IN | 11783 | 757749 | COM CL A |
| NIKE INC | 11759 | 753787 | CL B |
| PACER FDS TR | 12396 | 753512 | US CASH COWS 100 |
| BERKLEY W R CORP | 10720 | 751712 | COM |
| BANK NEW YORK MELLON CORP | 6416 | 744861 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 9225 | 740762 | COM |
| HILTON WORLDWIDE HLDGS INC | 2556 | 734220 | COM |
| AMERICOLD REALTY TRUST INC | 55840 | 730950 | COM |
| EOG RES INC | 6867 | 721115 | COM |
| US BANCORP DEL | 13105 | 706109 | COM NEW |
| SONY GROUP CORP | 27432 | 702271 | SPONSORED ADR |
| BITMINE IMMERSION TECNOLOGIE | 25787 | 700121 | COM NEW |
| HUBSPOT INC | 1738 | 697459 | COM |
| FIRST TR EXCHNG TRADED FD VI | 16966 | 679210 | FT VEST U.S EQT |
| MARVELL TECHNOLOGY INC | 7987 | 678776 | COM |
| COCA-COLA EUROPACIFIC PARTNE | 7446 | 675388 | SHS |
| SELECT SECTOR SPDR TR | 4360 | 674967 | STATE STREET HEA |
| EDWARDS LIFESCIENCES CORP | 7909 | 674242 | COM |
| METLIFE INC | 8536 | 673804 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 4809 | 664115 | COM SHS |
| C H ROBINSON WORLDWIDE INC | 4108 | 662981 | COM NEW |
| REALTY INCOME CORP | 11683 | 661722 | COM |
| GILEAD SCIENCES INC | 5368 | 658894 | COM |
| ENTERGY CORP NEW | 7111 | 657270 | COM |
| PUBLIC STORAGE OPER CO | 2529 | 656230 | COM |
| BOOZ ALLEN HAMILTON HLDG COR | 7765 | 655032 | CL A |
| ISHARES TR | 2660 | 654733 | RUSSELL 2000 ETF |
| BARRICK MNG CORP | 14889 | 648419 | COM SHS |
| J P MORGAN EXCHANGE TRADED F | 9742 | 647168 | HEDGED EQUITY LA |
| HALLIBURTON CO | 22844 | 645580 | COM |
| FIRST TR EXCHNG TRADED FD VI | 22640 | 639354 | FT VEST LADDERED |
| BJS WHSL CLUB HLDGS INC | 7100 | 639213 | COM |
| INVESCO EXCHANGE TRADED FD T | 13587 | 637502 | RAFI US 1000 ETF |
| AON PLC | 1800 | 635360 | SHS CL A |
| GSK PLC | 12776 | 631273 | SPONSORED ADR |
| HOWMET AEROSPACE INC | 3064 | 628238 | COM |
| NISOURCE INC | 15036 | 627889 | COM |
| INTERCONTINENTAL EXCHANGE IN | 3873 | 627280 | COM |
| VULCAN MATLS CO | 2194 | 625839 | COM |
| CBRE GROUP INC | 3830 | 615826 | CL A |
| SOUTHERN CO | 7056 | 615277 | COM |
| AXON ENTERPRISE INC | 1081 | 613932 | COM |
| S&P GLOBAL INC | 1173 | 612926 | COM |
| TELEFONAKTIEBOLAGET LM ERICS | 63495 | 612727 | ADR B SEK 10 |
| TORTOISE CAPITAL SERIES TRUS | 66735 | 611106 | ENERGY FD |
| CUMMINS INC | 1195 | 610131 | COM |
| FERGUSON ENTERPRISES INC | 2727 | 607199 | COMMON STOCK NEW |
| NORFOLK SOUTHN CORP | 2102 | 606956 | COM |
| CORNING INC | 6923 | 606204 | COM |
| PROGRESSIVE CORP | 2649 | 603315 | COM |
| COHEN & STEERS QUALITY INCOM | 52009 | 600692 | COM |
| NORDSON CORP | 2451 | 591268 | COM |
| CHEMED CORP NEW | 1377 | 589198 | COM |
| ALLEGION PLC | 3692 | 587816 | ORD SHS |
| IDEXX LABS INC | 868 | 587228 | COM |
| WATSCO INC | 1740 | 586152 | COM |
| UL SOLUTIONS INC | 7386 | 582438 | CLASS A COM SHS |
| LAS VEGAS SANDS CORP | 8943 | 582102 | COM |
| INVESCO EXCHANGE TRADED FD T | 4331 | 581741 | BUYBACK ACHIEV |
| WASTE CONNECTIONS INC | 3303 | 579183 | COM |
| QUANTA SVCS INC | 1371 | 578658 | COM |
| AIR PRODS & CHEMS INC | 2329 | 575326 | COM |
| CURTISS WRIGHT CORP | 1042 | 574519 | COM |
| MARKEL GROUP INC | 267 | 573957 | COM |
| COOPER COS INC | 6978 | 571917 | COM |
| KKR & CO INC | 4471 | 569933 | COM |
| SCHWAB STRATEGIC TR | 20825 | 560394 | US LRG CAP ETF |
| ZURN ELKAY WATER SOLNS CORP | 11995 | 557655 | COM |
| CIENA CORP | 2383 | 557312 | COM NEW |
| AVALONBAY CMNTYS INC | 3017 | 552234 | COM |
| AUTODESK INC | 1858 | 549987 | COM |
| BLACKROCK MUNIYIELD MICH QU | 46672 | 547929 | COM |
| CHECK POINT SOFTWARE TECH LT | 2946 | 546660 | ORD |
| DELL TECHNOLOGIES INC | 4330 | 545060 | CL C |
| BLACKROCK CAP ALLOCATION TER | 38350 | 543036 | COM |
| FIRST TR EXCHANGE-TRADED FD | 9052 | 542496 | FIRST TR ENH NEW |
| MERCADOLIBRE INC | 267 | 537807 | COM |
| JOHNSON CTLS INTL PLC | 4466 | 536606 | SHS |
| BROADRIDGE FINL SOLUTIONS IN | 2393 | 536322 | COM |
| WEC ENERGY GROUP INC | 5060 | 533607 | COM |
| ALIBABA GROUP HLDG LTD | 3629 | 531939 | SPONSORED ADS |
| BLUEROCK PVT REAL ESTATE FD | 35441 | 531615 | COM |
| ISHARES TR | 4614 | 525571 | EAFE GRWTH ETF |
| ISHARES TR | 23124 | 524219 | 20+ YEAR TR BD |
| RITHM CAPITAL CORP | 46885 | 522768 | COM NEW |
| GLOBAL X FDS | 29242 | 516710 | NASDAQ 100 COVER |
| DOORDASH INC | 2270 | 514110 | CL A |
| VANGUARD INTL EQUITY INDEX F | 6893 | 507049 | ALLWRLD EX US |
| NATIONAL GRID PLC | 6462 | 506696 | SPONSORED ADR NE |
| SNOWFLAKE INC | 2299 | 504309 | COM SHS |
| GE HEALTHCARE TECHNOLOGIES I | 6129 | 502669 | COMMON STOCK |
| HENRY JACK & ASSOC INC | 2737 | 499387 | COM |
| EMERSON ELEC CO | 3714 | 492947 | COM |
| ICICI BANK LIMITED | 16466 | 490690 | ADR |
| ICON PLC | 2672 | 486892 | SHS |
| LOCKHEED MARTIN CORP | 1006 | 486743 | COM |
| CANADIAN NAT RES LTD | 14191 | 486696 | COM |
| DOLLAR GEN CORP NEW | 3658 | 485738 | COM |
| CAMECO CORP | 5296 | 484492 | COM |
| HSBC HLDGS PLC | 6145 | 483427 | SPON ADR NEW |
| BLACKSTONE MTG TR INC | 24602 | 482193 | COM CL A |
| MADRIGAL PHARMACEUTICALS INC | 824 | 479848 | COM |
| SERVICETITAN INC | 4453 | 474245 | SHS CL A |
| PPL CORP | 13397 | 472937 | COM |
| TELEDYNE TECHNOLOGIES INC | 924 | 471915 | COM |
| EQUIFAX INC | 2159 | 468418 | COM |
| BLACKROCK ETF TRUST II | 9593 | 466987 | ISHARES HIGH YIE |
| TAKEDA PHARMACEUTICAL CO LTD | 29790 | 464430 | SPONSORED ADS |
| WHITE MTNS INS GROUP LTD | 223 | 463401 | COM |
| REPUBLIC SVCS INC | 2177 | 461330 | COM |
| ALPS ETF TR | 8963 | 459085 | MED BREAKTHGH |
| FREEPORT-MCMORAN INC | 9020 | 458102 | CL B |
| MARATHON PETE CORP | 2808 | 456595 | COM |
| ECOLAB INC | 1730 | 455446 | COM |
| HEICO CORP NEW | 1804 | 455384 | CL A |
| UNITED RENTALS INC | 559 | 452723 | COM |
| ARGENX SE | 538 | 452431 | SPONSORED ADR |
| LENNOX INTL INC | 921 | 448516 | COM |
| CREDICORP LTD | 1558 | 447146 | COM |
| ISHARES TR | 8271 | 447021 | MSCI INDIA ETF |
| BARCLAYS PLC | 17454 | 444210 | ADR |
| APA CORPORATION | 18034 | 441123 | COM |
| BANCO BILBAO VIZCAYA ARGENTA | 18919 | 441002 | SPONSORED ADR |
| J P MORGAN EXCHANGE TRADED F | 8565 | 434841 | ULTRA SHRT ETF |
| MITSUBISHI UFJ FINL GROUP IN | 27413 | 434763 | SPONSORED ADS |
| PAYPAL HLDGS INC | 7438 | 434240 | COM |
| NORTHROP GRUMMAN CORP | 745 | 424665 | COM |
| DARDEN RESTAURANTS INC | 2304 | 423943 | COM |
| BLUE OWL TECHNOLOGY FIN CORP | 28339 | 423385 | COMMON STOCK |
| VIATRIS INC | 33927 | 422387 | COM |
| TC ENERGY CORP | 7588 | 422081 | COM |
| EXPAND ENERGY CORPORATION | 3820 | 421570 | COM |
| LLOYDS BANKING GROUP PLC | 79364 | 420627 | SPONSORED ADR |
| RIO TINTO PLC | 5237 | 419096 | SPONSORED ADR |
| ISHARES TR | 4463 | 419004 | U.S. REAL ES ETF |
| DOMINOS PIZZA INC | 1004 | 418569 | COM |
| VANGUARD INDEX FDS | 1488 | 415386 | MCAP GR IDXVIP |
| VANGUARD SCOTTSDALE FDS | 6899 | 413435 | INTER TERM TREAS |
| BENTLEY SYS INC | 10823 | 413067 | COM CL B |
| GEOSPACE TECHNOLOGIES CORP | 24271 | 410423 | COM |
| QUEST DIAGNOSTICS INC | 2363 | 410049 | COM |
| POOL CORP | 1785 | 408315 | COM |
| CME GROUP INC | 1482 | 404708 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.