Envestnet Portfolio Solutions, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Envestnet Portfolio Solutions, Inc. held in its portfolio 500 assets valued at $28,480,823,677 (i.e. $28.48B).
The most valuable assets in the portfolio included: ISHARES TR ($2.16B), ISHARES TR ($1.32B), and VANGUARD INDEX FDS ($1.17B).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Envestnet Portfolio Solutions, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 3152922 | 2159562102 | CORE S&P500 ETF |
| ISHARES TR | 4754627 | 1316746516 | RUS TP200 GR ETF |
| VANGUARD INDEX FDS | 1859900 | 1166399233 | S&P 500 ETF SHS |
| TRUST FOR PROFESSIONAL | 26792150 | 1116428879 | ACTIVEPASSIVE US |
| ISHARES INC | 12804813 | 860739513 | CORE MSCI EMKT |
| VANGUARD INDEX FDS | 2763453 | 802009269 | MID CAP ETF |
| ISHARES TR | 8904224 | 796571869 | CORE MSCI EAFE |
| ISHARES TR | 7767348 | 775802697 | CORE US AGGBD ET |
| VANGUARD TAX-MANAGED FDS | 12029160 | 751461637 | VAN FTSE DEV MKT |
| ISHARES TR | 6332301 | 581685188 | RUS TP200 VL ETF |
| ISHARES TR | 12467587 | 580241493 | CORE UNIVRSL USD |
| ISHARES TR | 2540243 | 538709312 | S&P 500 VAL ETF |
| ISHARES TR | 7400273 | 528453518 | EAFE VALUE ETF |
| BLACKROCK ETF TRUST | 8261259 | 502367152 | ISHARES US EQUIT |
| VANGUARD CHARLOTTE FDS | 10216629 | 493667512 | TOTAL INT BD ETF |
| TRUST FOR PROFESSIONAL | 16305253 | 483450756 | ACTIVEPASSIVE CR |
| TRUST FOR PROFESSIONAL | 13359462 | 474394482 | ACTIVEPASSIVE EQ |
| ISHARES TR | 3698611 | 455890766 | S&P 500 GRWT ETF |
| ISHARES TR | 2856534 | 402914093 | RUS MDCP VAL ETF |
| SPDR SERIES TRUST | 8294345 | 379730202 | STATE STREET SPD |
| VANGUARD BD INDEX FDS | 4449447 | 350660927 | SHORT TRM BOND |
| ISHARES TR | 1012343 | 347203156 | S&P 100 ETF |
| VANGUARD SCOTTSDALE FDS | 3109825 | 309489745 | VNG RUS2000IDX |
| VANGUARD INTL EQUITY INDEX | 2166409 | 305593703 | TT WRLD ST ETF |
| VANGUARD INTL EQUITY INDEX | 5269272 | 283276083 | FTSE EMR MKT ETF |
| SPDR S&P 500 ETF TR | 403527 | 275157375 | TR UNIT |
| ISHARES TR | 1881084 | 257595597 | RUS MD CP GR ETF |
| NVIDIA CORPORATION | 1262561 | 235460901 | COM |
| ISHARES TR | 2274092 | 231206922 | 10-20 YR TRS ETF |
| MICROSOFT CORP | 476362 | 230370526 | COM |
| APPLE INC | 823738 | 223936370 | COM |
| ISHARES TR | 1093491 | 217189162 | MSCI USA QLT FCT |
| VANGUARD INDEX FDS | 578222 | 193860447 | TOTAL STK MKT |
| ISHARES TR | 2003307 | 190754887 | MBS ETF |
| ISHARES TR | 1753361 | 187802491 | NATIONAL MUN ETF |
| SCHWAB STRATEGIC TR | 8916100 | 186257338 | US REIT ETF |
| BLACKROCK ETF TRUST | 4775272 | 184134483 | ISHARES US THEMA |
| BLACKROCK ETF TRUST | 5520465 | 183831476 | ISHARES A I INNO |
| ISHARES TR | 721042 | 180483905 | MSCI USA MMENTM |
| VANGUARD SCOTTSDALE FDS | 3745032 | 176316087 | MTG-BKD SECS ETF |
| VANGUARD BD INDEX FDS | 2246991 | 174995631 | INTERMED TERM |
| VANGUARD BD INDEX FDS | 2379624 | 165431485 | LONG TERM BOND |
| VANGUARD INDEX FDS | 738542 | 154443974 | EXTEND MKT ETF |
| AMAZON COM INC | 628856 | 145144470 | COM |
| BLACKROCK ETF TRUST II | 2734939 | 144322708 | ISHARES FLEXIBLE |
| ISHARES GOLD TR | 1721476 | 139732221 | ISHARES NEW |
| SSGA ACTIVE TR | 2038665 | 127029229 | STATE STREET US |
| VANGUARD INDEX FDS | 659149 | 125890792 | VALUE ETF |
| ALPHABET INC | 394579 | 123499406 | CAP STK CL A |
| SPDR INDEX SHS FDS | 2658878 | 118080770 | PORTFOLIO DEVLPD |
| DIMENSIONAL ETF TRUST | 3571543 | 117646634 | INTL SMALL CAP E |
| ISHARES TR | 2350604 | 117553715 | CORE INTL AGGR |
| VANGUARD STAR FDS | 1502638 | 113359008 | VG TL INTL STK F |
| VANGUARD BD INDEX FDS | 1515588 | 112259597 | TOTAL BND MRKT |
| META PLATFORMS INC | 164799 | 108774700 | CL A |
| SPDR INDEX SHS FDS | 2162944 | 101247428 | PORTFOLIO EMG MK |
| VANGUARD INDEX FDS | 197979 | 96586231 | GROWTH ETF |
| BROADCOM INC | 273625 | 94697106 | COM |
| ISHARES TR | 419163 | 89989997 | US AER DEF ETF |
| JPMORGAN CHASE & CO. | 272424 | 87775148 | COM |
| TRUST FOR PROFESSIONAL | 3273539 | 82133090 | ACTIVEPASSIVE MN |
| ISHARES TR | 204201 | 76256726 | RUS 1000 ETF |
| ALPHABET INC | 235949 | 74040643 | CAP STK CL C |
| ISHARES TR | 999889 | 71036055 | ESG AWR MSCI USA |
| BLACKROCK ETF TRUST | 944913 | 70009464 | ISHARES US CARBO |
| SSGA ACTIVE TR | 2646521 | 68571353 | STATE STREET FIX |
| SCHWAB STRATEGIC TR | 1952024 | 63675011 | US LCAP GR ETF |
| ELI LILLY & CO | 56034 | 60211468 | COM |
| AMERICAN CENTY ETF TR | 584971 | 59655323 | US SML CP VALU |
| GOLDMAN SACHS ETF TR | 616858 | 58231373 | MARKETBETA US EQ |
| VISA INC | 151513 | 53131449 | COM CL A |
| TESLA INC | 111669 | 50219674 | COM |
| ISHARES TR | 2119098 | 49554480 | ESG AWRE USD ETF |
| ISHARES TR | 363817 | 46870507 | ESG MSCI KLD 400 |
| ISHARES TR | 382617 | 45982962 | CORE S&P SCP ETF |
| ISHARES TR | 412643 | 45469168 | IBOXX INV CP ETF |
| HOME DEPOT INC | 127624 | 43915464 | COM |
| SPDR GOLD TR | 110117 | 43626994 | GOLD SHS |
| ISHARES TR | 451837 | 43502889 | JPMORGAN USD EMG |
| ISHARES TR | 494007 | 43057625 | 20 YR TR BD ETF |
| VANGUARD MALVERN FDS | 532424 | 41473150 | CORE BD ETF |
| NETFLIX INC | 439404 | 41194035 | COM |
| MASTERCARD INCORPORATED | 63583 | 36297993 | CL A |
| ISHARES TR | 736717 | 35251900 | ESG AWR US AGRGT |
| SCHWAB STRATEGIC TR | 1186424 | 35130020 | US LCAP VA ETF |
| CHEVRON CORP NEW | 222350 | 33888314 | COM |
| ISHARES TR | 507503 | 33495208 | CORE S&P MCP ETF |
| ISHARES TR | 628580 | 33239291 | ISHS 1-5YR INVS |
| ISHARES TR | 1429153 | 32906247 | US TREAS BD ETF |
| CISCO SYS INC | 426817 | 32877701 | COM |
| ISHARES TR | 68806 | 32565909 | RUS 1000 GRW ETF |
| PROLOGIS INC. | 254740 | 32520046 | COM |
| ISHARES TR | 393249 | 32435166 | CORE MSCI INTL |
| EXXON MOBIL CORP | 269143 | 32388615 | COM |
| GOLDMAN SACHS ETF TR | 772682 | 32081757 | ACCESS US AGRAT |
| VANGUARD MUN BD FDS | 636598 | 32014504 | TAX EXEMPT BD |
| INVESCO QQQ TR | 51066 | 31370368 | UNIT SER 1 |
| ISHARES TR | 325324 | 31318989 | RUS MID CAP ETF |
| VANGUARD INTL EQUITY INDEX | 424788 | 31243399 | ALLWRLD EX US |
| ISHARES TR | 147301 | 30983222 | RUS 1000 VAL ETF |
| SPDR SERIES TRUST | 1065337 | 30415370 | BLOOMBERG ENHNCD |
| ISHARES TR | 525690 | 30269238 | ESG MSCI USA ETF |
| UNITEDHEALTH GROUP INC | 91121 | 30079895 | COM |
| ABBVIE INC | 131452 | 30035545 | COM |
| COSTCO WHSL CORP NEW | 34113 | 29410434 | COM |
| VANGUARD SCOTTSDALE FDS | 348640 | 29191993 | INT-TERM CORP |
| ISHARES INC | 630493 | 27848885 | ESG AWR MSCI EM |
| EATON CORP PLC | 86335 | 27498546 | SHS |
| BANK AMERICA CORP | 497234 | 27347896 | COM |
| INTUITIVE SURGICAL INC | 46820 | 26516692 | COM NEW |
| BLACKROCK ETF TRUST | 1002703 | 25679216 | DYNAMIC EQTY ACT |
| ISHARES TR | 271919 | 25603933 | MSCI USA MIN VOL |
| ORACLE CORP | 130126 | 25362766 | COM |
| ISHARES TR | 96493 | 23752636 | RUSSELL 2000 ETF |
| APPLIED MATLS INC | 91209 | 23439882 | COM |
| UNION PAC CORP | 100491 | 23245464 | COM |
| LAM RESEARCH CORP | 132491 | 22679878 | COM NEW |
| PROCTER AND GAMBLE CO | 156843 | 22471925 | COM |
| WALMART INC | 201673 | 22468367 | COM |
| ISHARES TR | 233506 | 22453962 | 7-10 YR TRSY BD |
| SPDR INDEX SHS FDS | 545696 | 22297119 | S&P INTL SMLCP |
| BLACKROCK INC | 20621 | 22071425 | COM |
| ISHARES TR | 245847 | 22067223 | SYSTEMATIC BD ET |
| JOHNSON & JOHNSON | 105693 | 21869312 | COM |
| ANALOG DEVICES INC | 80427 | 21811752 | COM |
| NEXTERA ENERGY INC | 259302 | 20816796 | COM |
| IDEXX LABS INC | 30675 | 20752558 | COM |
| ISHARES TR | 359418 | 20652141 | CALIF MUN BD ETF |
| GOLDMAN SACHS ETF TR | 480415 | 20629019 | ACTIVEBETA INT |
| VANGUARD INDEX FDS | 79687 | 20555184 | SMALL CP ETF |
| PIMCO ETF TR | 767391 | 20473992 | MULTISECTOR BD |
| ISHARES TR | 202218 | 20298656 | 0-3 MNTH TREASRY |
| INVESCO EXCHANGE TRADED FD | 105547 | 20218631 | S&P500 EQL WGT |
| AMPHENOL CORP NEW | 149369 | 20185659 | CL A |
| PROFESIONALLY MANAGED | 806805 | 20182227 | CONGRESS INTERME |
| SNAP ON INC | 58553 | 20177458 | COM |
| MORGAN STANLEY | 111815 | 19850554 | COM NEW |
| CME GROUP INC | 72534 | 19807717 | COM |
| ALTRIA GROUP INC | 339371 | 19568148 | COM |
| TJX COS INC NEW | 125302 | 19247650 | COM |
| PHILIP MORRIS INTL INC | 119959 | 19241467 | COM |
| NUSHARES ETF TR | 193776 | 18951324 | NUVEEN ESG LRGCP |
| PALANTIR TECHNOLOGIES INC | 105424 | 18739116 | CL A |
| BLACKROCK ETF TRUST | 752557 | 18667329 | DISCIPLINED VOLA |
| GOLDMAN SACHS ETF TR | 140700 | 18624516 | ACTIVEBETA US LG |
| INTUIT | 27888 | 18473594 | COM |
| NUSHARES ETF TR | 823369 | 18406417 | NUVEEN ESG US |
| REGIONS FINANCIAL CORP NEW | 676863 | 18342982 | COM |
| PIMCO ETF TR | 194546 | 18108365 | ACTIVE BD ETF |
| BOOKING HOLDINGS INC | 3375 | 18075108 | COM |
| PEPSICO INC | 122518 | 17579849 | COM |
| LINDE PLC | 41082 | 17509467 | SHS |
| DUKE ENERGY CORP NEW | 147762 | 17319147 | COM NEW |
| NUSHARES ETF TR | 376206 | 16948068 | NUVEEN ESG LRGVL |
| BLACKROCK ETF TRUST II | 345307 | 16809555 | ISHARES HIGH YIE |
| ISHARES TR | 155636 | 16707508 | INTRM GOV CR ETF |
| PRICE T ROWE GROUP INC | 162809 | 16668406 | COM |
| COCA COLA CO | 237541 | 16606496 | COM |
| ISHARES TR | 82831 | 16539695 | U.S. TECH ETF |
| SPDR SERIES TRUST | 772574 | 16509910 | BLOOMBERG EMERGI |
| COSTAR GROUP INC | 245184 | 16486185 | COM |
| DANAHER CORPORATION | 71669 | 16402583 | COM |
| THERMO FISHER SCIENTIFIC | 28138 | 16299060 | COM |
| AMGEN INC | 49746 | 16282490 | COM |
| FIRST TR EXCHANGE TRADED FD | 232016 | 16118150 | RISNG DIVD ACHIV |
| SERVICENOW INC | 104209 | 15963700 | COM |
| ISHARES TR | 203142 | 15749561 | EAFE SML CP ETF |
| ISHARES TR | 506138 | 15670021 | PFD AND INCM SEC |
| ISHARES TR | 158802 | 15641954 | CONV BD ETF |
| ISHARES TR | 224800 | 15605620 | CORE DIV GRWTH |
| CAPITAL ONE FINL CORP | 63447 | 15377038 | COM |
| GOLDMAN SACHS GROUP INC | 17397 | 15287067 | COM |
| CONOCOPHILLIPS | 162579 | 15219021 | COM |
| ADVANCED MICRO DEVICES INC | 70878 | 15179232 | COM |
| ABBOTT LABS | 121116 | 15174647 | COM |
| FLEXSHARES TR | 372030 | 15154647 | HIG YLD VL ETF |
| BERKSHIRE HATHAWAY INC DEL | 30027 | 15093072 | CL B NEW |
| ISHARES TR | 279884 | 15080145 | ISHS 5-10YR INVT |
| JANUS DETROIT STR TR | 322466 | 14733490 | HENDERSON MTG |
| SSGA ACTIVE ETF TR | 361167 | 14536982 | STATE STREET DOU |
| TAIWAN SEMICONDUCTOR MFG | 47569 | 14455672 | SPONSORED ADS |
| ISHARES TR | 149174 | 14325193 | MSCI EAFE ETF |
| UBER TECHNOLOGIES INC | 171712 | 14027074 | COM |
| MEDTRONIC PLC | 145746 | 14000376 | SHS |
| NUSHARES ETF TR | 380621 | 13782299 | NUVEEN ESG INTL |
| QUALCOMM INC | 80215 | 13720860 | COM |
| ACCENTURE PLC IRELAND | 50509 | 13551591 | SHS CLASS A |
| PALO ALTO NETWORKS INC | 72520 | 13358092 | COM |
| ISHARES TR | 115588 | 13167785 | EAFE GRWTH ETF |
| SPDR SERIES TRUST | 683430 | 13039837 | STATE STRET SPDR |
| WISDOMTREE TR | 139687 | 13032812 | WISDOMTREE US VA |
| GILEAD SCIENCES INC | 105608 | 12962371 | COM |
| SELECT SECTOR SPDR TR | 236217 | 12937586 | STATE STREET FIN |
| EASTMAN CHEM CO | 201802 | 12881012 | COM |
| MICRON TECHNOLOGY INC | 44722 | 12763972 | COM |
| BOEING CO | 58660 | 12732025 | COM |
| EXELON CORP | 291071 | 12687804 | COM |
| EXCHANGE LISTED FDS TR | 391794 | 12621969 | BANCREEK US LARG |
| WASTE MGMT INC DEL | 57378 | 12606512 | COM |
| SSGA ACTIVE ETF TR | 304555 | 12568990 | STATE STREET BLA |
| ISHARES TR | 261173 | 12559800 | A RATE CP BD ETF |
| ISHARES TR | 131301 | 12485431 | ESG AW MSCI EAFE |
| WELLS FARGO CO NEW | 132558 | 12354391 | COM |
| PARKER-HANNIFIN CORP | 13944 | 12255944 | COM |
| SELECT SECTOR SPDR TR | 84689 | 12192657 | STATE STREET TEC |
| VANGUARD WHITEHALL FDS | 135236 | 12171258 | INTL HIGH ETF |
| FRANKLIN RESOURCES INC | 505591 | 12078580 | COM |
| SALESFORCE INC | 44446 | 11768794 | COM |
| FIDELITY MERRIMACK STR TR | 250481 | 11532166 | TOTAL BD ETF |
| VANGUARD WHITEHALL FDS | 80027 | 11485447 | HIGH DIV YLD |
| INVESCO EXCH TRADED FD TR | 540845 | 11357755 | SR LN ETF |
| INVESCO ACTIVELY MANAGED | 238836 | 11325602 | TOTAL RETURN |
| VERISK ANALYTICS INC | 50326 | 11257419 | COM |
| CHIPOTLE MEXICAN GRILL INC | 299554 | 11083480 | COM |
| L3HARRIS TECHNOLOGIES INC | 37521 | 11015070 | COM |
| SCHWAB CHARLES CORP | 109875 | 10977644 | COM |
| ALLSTATE CORP | 52294 | 10884934 | COM |
| UNITED AIRLS HLDGS INC | 97307 | 10880869 | COM |
| ISHARES TR | 130705 | 10825009 | 1 3 YR TREAS BD |
| FIDELITY COVINGTON TRUST | 289099 | 10575228 | ENHANCED INTL |
| KINDER MORGAN INC DEL | 382335 | 10510385 | COM |
| FIRST TR EXCHANGE-TRADED FD | 210839 | 10456599 | SHS |
| CAPITAL GROUP DIVIDEND | 239192 | 10438355 | SHS CREATION UNI |
| ISHARES TR | 226064 | 10322063 | INVESTMENT GRADE |
| REPUBLIC SVCS INC | 48351 | 10247080 | COM |
| UNIVERSAL HLTH SVCS INC | 46880 | 10220804 | CL B |
| INVESCO EXCHANGE TRADED FD | 140636 | 10127230 | S&P SMLCP MOMENT |
| SCHWAB STRATEGIC TR | 367991 | 10094004 | US DIVIDEND EQ |
| RTX CORPORATION | 55032 | 10092861 | COM |
| LEIDOS HOLDINGS INC | 55361 | 9987056 | COM |
| HONEYWELL INTL INC | 50943 | 9938527 | COM |
| MERCK & CO INC | 92737 | 9761478 | COM |
| BLACKROCK ETF TRUST II | 188350 | 9746074 | ISHARES AAA CLO |
| VERTIV HOLDINGS CO | 60129 | 9741434 | COM CL A |
| ELEVANCE HEALTH INC | 27757 | 9730224 | COM |
| ISHARES TR | 56328 | 9611247 | RUS TOP 200 ETF |
| FIRST TR EXCHANGE-TRADED FD | 250163 | 9586241 | SMID RISNG ETF |
| SYNOPSYS INC | 20340 | 9554105 | COM |
| BLACKROCK ETF TRUST | 173113 | 9462377 | ISHARES WORLD EX |
| FIRST TR EXCH TRADED FD III | 517696 | 9432426 | PFD SECS INC ETF |
| SCHWAB STRATEGIC TR | 208259 | 9415369 | FUNDAMENTAL INTL |
| FLEXSHARES TR | 204988 | 9398685 | MORNSTAR UPSTR |
| VANGUARD INDEX FDS | 104640 | 9257204 | REAL ESTATE ETF |
| BOSTON SCIENTIFIC CORP | 97155 | 9256482 | COM |
| CAPITAL GROUP GLOBAL EQUITY | 292168 | 9241271 | SHS |
| EVERGY INC | 126292 | 9154913 | COM |
| GOLDMAN SACHS ETF TR | 107248 | 9128952 | EQUAL WEIGHT US |
| FRANKLIN TEMPLETON HOLDINGS | 156818 | 9032717 | RESPBLY SRCD GLD |
| AMERICAN TOWER CORP NEW | 50870 | 8931191 | COM |
| STARBUCKS CORP | 105792 | 8908768 | COM |
| GOLDMAN SACHS ETF TR | 192471 | 8901784 | ACCESS INVT GR |
| J P MORGAN EXCHANGE TRADED | 191748 | 8876037 | INCOME ETF |
| US BANCORP DEL | 166212 | 8869085 | COM NEW |
| DISNEY WALT CO | 77741 | 8844604 | COM |
| ISHARES TR | 130996 | 8793734 | MSCI ACWI EX US |
| VANGUARD INDEX FDS | 27916 | 8787961 | LARGE CAP ETF |
| ISHARES TR | 123181 | 8743379 | CORE MSCI EURO |
| CAPITAL GROUP CORE EQUITY | 216059 | 8692053 | SHS CREATION UNI |
| WISDOMTREE TR | 96561 | 8635474 | US QTLY DIV GRT |
| ISHARES TR | 65555 | 8626407 | S&P MC 400VL ETF |
| VERIZON COMMUNICATIONS INC | 210877 | 8589029 | COM |
| ISHARES TR | 77400 | 8507014 | TIPS BD ETF |
| AMERICAN ELEC PWR CO INC | 73728 | 8501536 | COM |
| J P MORGAN EXCHANGE TRADED | 147547 | 8445598 | EQUITY PREMIUM |
| CAPITAL GRP FIXED INCM ETF | 331008 | 8434090 | MUNICIPAL HIGH I |
| PAYCHEX INC | 74874 | 8399366 | COM |
| TEXAS INSTRS INC | 47760 | 8285816 | COM |
| ISHARES TR | 97875 | 8284111 | CORE MSCI TOTAL |
| ARISTA NETWORKS INC | 62962 | 8249911 | COM SHS |
| COMCAST CORP NEW | 275914 | 8247084 | CL A |
| INTERNATIONAL BUSINESS | 27839 | 8246078 | COM |
| CAPITAL GRP FIXED INCM ETF | 300041 | 8215119 | MUNICIPAL INCOME |
| CENTENE CORP DEL | 199607 | 8213828 | COM |
| OREILLY AUTOMOTIVE INC | 89881 | 8194352 | COM |
| MONDELEZ INTL INC | 152223 | 8194176 | CL A |
| FIRST TR EXCHANGE TRADED FD | 83192 | 8179437 | RBA INDL ETF |
| S&P GLOBAL INC | 15217 | 7952007 | COM |
| APPLOVIN CORP | 11628 | 7835179 | COM CL A |
| OKTA INC | 90368 | 7814121 | CL A |
| AMERICAN EXPRESS CO | 21064 | 7788995 | COM |
| GOLDMAN SACHS ETF TR | 147249 | 7774763 | S&P 500 PREMIUM |
| VANGUARD MALVERN FDS | 156785 | 7754599 | STRM INFPROIDX |
| SCHWAB STRATEGIC TR | 294341 | 7720553 | US BRD MKT ETF |
| ISHARES TR | 152329 | 7685017 | 10+ YR INVST GRD |
| GOLDMAN SACHS ETF TR | 119450 | 7604200 | MARKETBETA RUSS |
| FIRST TR EXCHNG TRADED FD | 220889 | 7517233 | FT VEST LADDERED |
| VERTEX PHARMACEUTICALS INC | 16469 | 7466159 | COM |
| ZOETIS INC | 59257 | 7455703 | CL A |
| BLACKSTONE INC | 47699 | 7347354 | COM |
| JANUS DETROIT STR TR | 144703 | 7319078 | HENDRSON AAA CL |
| FIRST TR EXCHANGE-TRADED FD | 143658 | 7181445 | FST LOW OPPT EFT |
| GOLDMAN SACHS ETF TR | 172389 | 7174826 | ACTIVEBETA EME |
| KLA CORP | 5902 | 7171063 | COM NEW |
| MCKESSON CORP | 8647 | 7093090 | COM |
| BLACKROCK ETF TRUST | 222268 | 7041461 | ISHARES US LARG |
| GALLAGHER ARTHUR J & CO | 27163 | 7029462 | COM |
| MARSH & MCLENNAN COS INC | 37037 | 6867023 | COM |
| ISHARES TR | 229862 | 6863669 | HIGH YLD CORP BD |
| SHOPIFY INC | 42356 | 6818052 | CL A SUB VTG SHS |
| FIRST TR EXCHANGE TRADED FD | 70277 | 6805648 | NASD TECH DIV |
| MERCADOLIBRE INC | 3337 | 6721586 | COM |
| CAPITAL GROUP DIVIDEND | 187517 | 6683093 | SHS ETF |
| CATERPILLAR INC | 11651 | 6674462 | COM |
| GE AEROSPACE | 21488 | 6618916 | COM NEW |
| SELECT SECTOR SPDR TR | 42574 | 6604046 | STATE STREET IND |
| AT&T INC | 264524 | 6570787 | COM |
| ISHARES TR | 20335 | 6568281 | RUS 2000 GRW ETF |
| AMERIPRISE FINL INC | 13043 | 6395469 | COM |
| FIRST TR EXCHANGE-TRADED FD | 330150 | 6335579 | LIMITED DURATION |
| NUSHARES ETF TR | 290037 | 6263359 | ESG HI TLD CRP |
| CITIGROUP INC | 52750 | 6155371 | COM NEW |
| COINBASE GLOBAL INC | 27194 | 6149651 | COM CL A |
| RUSSELL INVTS EXCHANGE | 206895 | 6142256 | GLOBAL EQUITY ET |
| PFIZER INC | 243651 | 6066899 | COM |
| DIMENSIONAL ETF TRUST | 129988 | 6056147 | US MKTWIDE VALUE |
| MCDONALDS CORP | 19766 | 6040965 | COM |
| FEDEX CORP | 20911 | 6040274 | COM |
| NUSHARES ETF TR | 168973 | 6012072 | NUVEEN ESG EMRGN |
| T-MOBILE US INC | 29563 | 6002443 | COM |
| ROYAL CARIBBEAN GROUP | 21390 | 5966199 | COM |
| VANGUARD SCOTTSDALE FDS | 74425 | 5933937 | SHRT TRM CORP BD |
| PNC FINL SVCS GROUP INC | 28157 | 5877208 | COM |
| JOHNSON CTLS INTL PLC | 48668 | 5828040 | SHS |
| DELL TECHNOLOGIES INC | 46242 | 5820981 | CL C |
| VANECK ETF TRUST | 224666 | 5800875 | JP MRGAN EM LOC |
| WEC ENERGY GROUP INC | 54864 | 5785980 | COM |
| INVESCO EXCH TRADED FD TR | 48125 | 5742232 | S&P 500 MOMNTM |
| VANGUARD SPECIALIZED FUNDS | 25801 | 5670612 | DIV APP ETF |
| CADENCE DESIGN SYSTEM INC | 17909 | 5597995 | COM |
| J P MORGAN EXCHANGE TRADED | 84165 | 5591057 | HEDGED EQUITY LA |
| TRANSDIGM GROUP INC | 4202 | 5587546 | COM |
| NORTHERN LTS FD TR IV | 86249 | 5565648 | MAIN SECTR ROTN |
| 3M CO | 34266 | 5485981 | COM |
| FIRST TR EXCHNG TRADED FD | 216764 | 5455959 | SMITH UNCONSTRAI |
| BRISTOL-MYERS SQUIBB CO | 100151 | 5402134 | COM |
| MONSTER BEVERAGE CORP NEW | 69525 | 5330443 | COM |
| VEEVA SYS INC | 23658 | 5281175 | CL A COM |
| SOUTHERN CO | 60430 | 5269471 | COM |
| TALEN ENERGY CORP | 13981 | 5240638 | COM |
| LOCKHEED MARTIN CORP | 10811 | 5229164 | COM |
| DIMENSIONAL ETF TRUST | 103972 | 5188201 | INTERNATNAL VAL |
| ASTRAZENECA PLC | 56328 | 5178270 | SPONSORED ADR |
| DIMENSIONAL ETF TRUST | 106178 | 5091235 | SHORT DURATION F |
| ISHARES TR | 33967 | 5050507 | CORE S&P TTL STK |
| FAIR ISAAC CORP | 2985 | 5046501 | COM |
| UNITED PARCEL SERVICE INC | 50785 | 5037337 | CL B |
| ASML HOLDING N V | 4706 | 5034961 | N Y REGISTRY SHS |
| SIMPLIFY EXCHANGE TRADED | 221593 | 4934883 | HIGH YIELD ETF |
| BEST BUY INC | 73723 | 4934269 | COM |
| BAKER HUGHES COMPANY | 108164 | 4925770 | CL A |
| VANGUARD WORLD FD | 6477 | 4882248 | INF TECH ETF |
| WELLTOWER INC | 26283 | 4878419 | COM |
| CBRE GROUP INC | 30134 | 4845246 | CL A |
| REINSURANCE GRP OF AMERICA | 23710 | 4824066 | COM NEW |
| TRUIST FINL CORP | 97838 | 4814586 | COM |
| FIRST TR EXCHNG TRADED FD | 90571 | 4756965 | FT VEST US EQT |
| DIMENSIONAL ETF TRUST | 67901 | 4730664 | US SMALL CAP ETF |
| SELECT SECTOR SPDR TR | 110175 | 4699419 | STATE STREET UTI |
| LOWES COS INC | 19433 | 4686420 | COM |
| HUBBELL INC | 10369 | 4599989 | COM |
| J P MORGAN EXCHANGE TRADED | 78497 | 4562241 | NASDAQ EQT PREM |
| NUSHARES ETF TR | 194979 | 4559577 | NUVEEN ESG 1-5 |
| HARTFORD INSURANCE GROUP | 32836 | 4524812 | COM |
| HERSHEY CO | 24847 | 4521585 | COM |
| EQUINIX INC | 5892 | 4514319 | COM |
| CAPITAL GROUP GBL GROWTH | 130217 | 4512010 | SHS CREATION UNI |
| SIMPLIFY EXCHANGE TRADED | 89502 | 4511796 | MBS ETF |
| SELECT SECTOR SPDR TR | 28368 | 4391429 | STATE STREET HEA |
| INTERCONTINENTAL EXCHANGE | 26934 | 4362185 | COM |
| VANECK ETF TRUST | 148021 | 4346646 | FALLEN ANGEL HG |
| NATIONAL GRID PLC | 56161 | 4344086 | SPONSORED ADR NE |
| INVESCO EXCH TRADED FD TR | 51453 | 4337001 | KBW BK ETF |
| ATI INC | 37778 | 4335403 | COM |
| ISHARES TR | 44400 | 4301446 | S&P MC 400GR ETF |
| BRITISH AMERN TOB PLC | 75561 | 4278263 | SPONSORED ADR |
| ADVISORS INNER CIRCLE FD | 100109 | 4270543 | DEMCRATIC LG ETF |
| CAPITAL GROUP GROWTH ETF | 95173 | 4232365 | SHS CREATION UNI |
| CAPITAL GROUP CORE BALANCED | 119520 | 4222642 | SHS |
| PIMCO EQUITY SER | 100202 | 4207482 | RAFI ESG US |
| TOTALENERGIES SE | 64158 | 4192781 | ACT |
| J P MORGAN EXCHANGE TRADED | 81212 | 4146685 | MORTGAGE BACKED |
| CHUBB LIMITED | 13281 | 4145342 | COM |
| ENBRIDGE INC | 86443 | 4138236 | COM |
| CVS HEALTH CORP | 51895 | 4118356 | COM |
| FIRST TR EXCHANGE TRADED FD | 173772 | 4104495 | BUYWRIT INCM ETF |
| MAPLEBEAR INC | 90264 | 4060075 | COM |
| SLB LIMITED | 105378 | 4044399 | COM STK |
| GOLDMAN SACHS ETF TR | 53428 | 4040779 | ACTIVEBETA US |
| SCHWAB STRATEGIC TR | 127034 | 4026989 | LONG TERM US |
| ISHARES TR | 91688 | 4026006 | ESG ADVANCED UNI |
| J P MORGAN EXCHANGE TRADED | 62977 | 3978862 | US QUALTY FCTR |
| ISHARES TR | 23563 | 3976728 | ISHARES BIOTECH |
| GE VERNOVA INC | 6082 | 3975180 | COM |
| TRANE TECHNOLOGIES PLC | 9980 | 3884021 | SHS |
| ISHARES TR | 48064 | 3875386 | IBOXX HI YD ETF |
| MONOLITHIC PWR SYS INC | 4274 | 3874097 | COM |
| BANK NEW YORK MELLON CORP | 33328 | 3869087 | COM |
| QUANTA SVCS INC | 9145 | 3859782 | COM |
| SANOFI SA | 79572 | 3856047 | SPONSORED ADR |
| WILLIAMS COS INC | 63692 | 3828539 | COM |
| GOLDMAN SACHS ETF TR | 77694 | 3817106 | ACCESS INFLATI |
| MOTOROLA SOLUTIONS INC | 9955 | 3815873 | COM NEW |
| PROGRESSIVE CORP | 16739 | 3811748 | COM |
| GENERAL DYNAMICS CORP | 11291 | 3801264 | COM |
| EXCHANGE LISTED FDS TR | 135961 | 3791876 | BANCREEK INT LC |
| ISHARES TR | 26822 | 3785704 | SELECT DIVID ETF |
| MICROCHIP TECHNOLOGY INC. | 58783 | 3745677 | COM |
| STRYKER CORPORATION | 10608 | 3728365 | COM |
| VANGUARD WORLD FD | 9006 | 3717407 | MEGA GRWTH IND |
| PRINCIPAL EXCHANGE TRADED | 194512 | 3696700 | ACTIVE HIGH YL |
| SIMPLIFY EXCHANGE TRADED | 177394 | 3672055 | AGGREGATE BOND E |
| TCW ETF TRUST | 91967 | 3641893 | FLEXIBLE INCOME |
| UNILEVER PLC | 55109 | 3604136 | SPON ADR NEW |
| FIRST TR EXCHANGE-TRADED FD | 85820 | 3592414 | FIRST TR TA HIYL |
| ISHARES TR | 131225 | 3582429 | FALN ANGLS USD |
| DARDEN RESTAURANTS INC | 19357 | 3562127 | COM |
| CAPITAL GRP FIXED INCM ETF | 128697 | 3554611 | US MULTI-SECTOR |
| YUM BRANDS INC | 23436 | 3545452 | COM |
| FIRST TR EXCHANGE-TRADED FD | 37874 | 3503795 | CAP STRENGTH ETF |
| CAPITAL GRP FIXED INCM ETF | 130989 | 3473828 | CORE BOND ETF |
| MANAGER DIRECTED PORTFOLIOS | 333635 | 3469804 | VERT GLB SUST RE |
| SELECT SECTOR SPDR TR | 28687 | 3425522 | STATE STREET CON |
| COTERRA ENERGY INC | 129284 | 3402765 | COM |
| AUTOMATIC DATA PROCESSING | 13110 | 3372253 | COM |
| THE CIGNA GROUP | 12232 | 3366659 | COM |
| PHILLIPS 66 | 25811 | 3330602 | COM |
| ISHARES TR | 88974 | 3327183 | BROAD USD HIGH |
| FIDELITY COVINGTON TRUST | 58567 | 3320166 | HIGH DIVID ETF |
| VIATRIS INC | 265406 | 3304305 | COM |
| ISHARES TR | 27516 | 3284066 | 3 7 YR TREAS BD |
| TIDAL TRUST I | 161423 | 3275273 | ADASINA SOCIAL |
| HOWMET AEROSPACE INC | 15798 | 3238858 | COM |
| CHENIERE ENERGY INC | 16652 | 3236901 | COM NEW |
| VANGUARD WHITEHALL FDS | 47766 | 3220860 | EM MK GOV BD ETF |
| REALTY INCOME CORP | 56854 | 3204871 | COM |
| SAP SE | 13186 | 3203117 | SPON ADR |
| INVESCO EXCH TRADED FD TR | 74567 | 3159968 | ESG NASDAQ 100 |
| XCEL ENERGY INC | 42782 | 3159888 | COM |
| GSK PLC | 64394 | 3157882 | SPONSORED ADR |
| AUTODESK INC | 10473 | 3099965 | COM |
| CAPITAL GROUP EQUITY ETF TR | 106929 | 3083842 | US SMALL AND MID |
| SPDR S&P MIDCAP 400 ETF TR | 5089 | 3070092 | UTSER1 S&PDCRP |
| COHERENT CORP | 16592 | 3062385 | COM |
| MARVELL TECHNOLOGY INC | 35186 | 2990074 | COM |
| VANGUARD SCOTTSDALE FDS | 49849 | 2987430 | INTER TERM TREAS |
| ECOLAB INC | 11361 | 2982530 | COM |
| PACER FDS TR | 49463 | 2976189 | US CASH COWS 100 |
| TE CONNECTIVITY PLC | 13011 | 2960037 | ORD SHS |
| NOVARTIS AG | 21436 | 2955359 | SPONSORED ADR |
| CRH PLC | 23554 | 2939494 | ORD |
| RUSSELL INVTS EXCHANGE | 100491 | 2934625 | INTERNATIONAL DE |
| AMPLIFY ETF TR | 44923 | 2933472 | AMPLIFY ETHO CLI |
| CORNING INC | 33031 | 2892174 | COM |
| CARVANA CO | 6770 | 2857075 | CL A |
| BECTON DICKINSON & CO | 14690 | 2850907 | COM |
| MSCI INC | 4922 | 2823717 | COM |
| FIRST TR EXCHANGE-TRADED FD | 132664 | 2816457 | CORE INVESTMENT |
| ISHARES INC | 38217 | 2814271 | MSCI GBL GOLD MN |
| GOLDMAN SACHS ETF TR | 28912 | 2795660 | JUST US LRG CP |
| WESTERN DIGITAL CORP | 16163 | 2784344 | COM |
| SHERWIN WILLIAMS CO | 8556 | 2772535 | COM |
| PENTAIR PLC | 26510 | 2760775 | SHS |
| CARRIER GLOBAL CORPORATION | 52093 | 2752604 | COM |
| AMERICAN CENTY ETF TR | 29108 | 2735245 | INTL SMCP VLU |
| ONEOK INC NEW | 37187 | 2733245 | COM |
| VANGUARD SCOTTSDALE FDS | 8791 | 2716840 | VNG RUS1000IDX |
| MOODYS CORP | 5259 | 2686517 | COM |
| AMERICAN CENTY ETF TR | 34840 | 2683377 | AVANTIS EMGMKT |
| SELECT SECTOR SPDR TR | 59725 | 2670327 | STATE STREET ENE |
| MARTIN MARIETTA MATLS INC | 4241 | 2640538 | COM |
| ISHARES TR | 18653 | 2639228 | MSCI ACWI ETF |
| CUMMINS INC | 5156 | 2631825 | COM |
| ADOBE INC | 7519 | 2631575 | COM |
| FIRSTENERGY CORP | 58740 | 2629785 | COM |
| SEA LTD | 20578 | 2625135 | SPONSORD ADS |
| INVESCO EXCH TRADED FD TR | 10376 | 2624298 | NASDAQ 100 ETF |
| ISHARES INC | 32468 | 2621481 | MSCI JAPAN ETF |
| SPOTIFY TECHNOLOGY S A | 4452 | 2585321 | SHS |
| DYNATRACE INC | 59618 | 2583844 | COM NEW |
| MARATHON PETE CORP | 15721 | 2556694 | COM |
| SELECT SECTOR SPDR TR | 21546 | 2536371 | STATE STREET COM |
| CONSTELLATION ENERGY CORP | 7105 | 2509954 | COM |
| CACI INTL INC | 4680 | 2493551 | CL A |
| FIRST TR EXCHANGE TRADED FD | 39482 | 2484176 | DORSEY WRT 5 ETF |
| FIRST TR EXCHANGE-TRADED | 21473 | 2483421 | COM SHS |
| CARDINAL HEALTH INC | 12063 | 2479034 | COM |
| SBA COMMUNICATIONS CORP NEW | 12760 | 2468172 | CL A |
| HCA HEALTHCARE INC | 5234 | 2443337 | COM |
| TRAVELERS COMPANIES INC | 8407 | 2438532 | COM |
| ARES MANAGEMENT CORPORATION | 15080 | 2437346 | CL A COM STK |
| ISHARES TR | 58214 | 2436110 | GLOBAL ENERG ETF |
| ISHARES TR | 13432 | 2434038 | RUS 2000 VAL ETF |
| ABRDN PRECIOUS METALS | 11629 | 2388250 | PHYSCL PRECS MET |
| SCHWAB STRATEGIC TR | 101212 | 2365318 | US AGGREGATE B |
| TC ENERGY CORP | 42910 | 2363260 | COM |
| LPL FINL HLDGS INC | 6576 | 2348774 | COM |
| J P MORGAN EXCHANGE TRADED | 47789 | 2345508 | US VALUE FACTR |
| ROBINHOOD MKTS INC | 20578 | 2327372 | COM CL A |
| ISHARES TR | 54127 | 2320408 | 0-5YR HI YL CP |
| SPDR SERIES TRUST | 102981 | 2320151 | BLOOMBERG INTL T |
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