Ethos Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Ethos Financial Group, LLC held in its portfolio 500 assets valued at $1,353,517,124 (i.e. $1.35B).
The most valuable assets in the portfolio included: Schwab U.S. Broad Market Etf ($51.32M), Relative Sentiment Tactical Allocation Etf ($42.47M), and Abrdn Physical Gold Shares Etf ($40.97M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Ethos Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Schwab U.S. Broad Market Etf | 1956507 | 51319177 | ETF |
| Relative Sentiment Tactical Allocation Etf | 1105239 | 42471570 | ETF |
| Abrdn Physical Gold Shares Etf | 997325 | 40970111 | ETF |
| Vanguard S&P 500 Etf | 61415 | 38515281 | ETF |
| Alpha Architect 1-3 Month Box Etf | 317941 | 36595045 | ETF |
| Schwab Us Large Cap Etf | 1218437 | 32788149 | ETF |
| Vanguard Total World Stock Etf | 215288 | 30368568 | ETF |
| Schwab Us Large Cap Growth Etf | 874370 | 28521961 | ETF |
| Apple Inc Com | 84772 | 23046152 | COM |
| Ishares Tips Bond Etf | 208642 | 22931792 | ETF |
| Spdr S&P 500 Etf Trust | 32801 | 22423750 | ETF |
| Vaneck Morningstar Wide Moat Etf | 207777 | 21517409 | ETF |
| Schwab Us Large Cap Value Etf | 682207 | 20200154 | ETF |
| Ishares Tr | 177811 | 19541089 | ETF |
| Select Sector Spdr Tr | 430581 | 19530834 | ETF |
| Ishares Russell 1000 Growth Etf | 38440 | 18193912 | ETF |
| Ishares Msci Eafe Etf | 173293 | 16641374 | ETF |
| Alphabet Inc. Class C | 49922 | 15665504 | COM |
| Invesco S&P 500 Equal Weight Etf | 80081 | 15340340 | ETF |
| Alpha Architect Us Quant Value | 291178 | 14208008 | ETF |
| Spdr Gold Shares | 35688 | 14143512 | ETF |
| Ishares 0-5 Year Tips Bond Etf | 135670 | 13891245 | ETF |
| First Trust Long/Short Equity | 182136 | 12929862 | ETF |
| Energy Select Sector Spdr Etf | 277399 | 12402493 | ETF |
| State Street Spdr Portfolio S&P 500 Etf | 153470 | 12311378 | ETF |
| Xtrackers Msci Eafe Hedged Equity Etf | 245337 | 11803182 | ETF |
| Microsoft Corp | 23566 | 11396844 | COM |
| Defiance Quantum Etf | 103580 | 11358583 | ETF |
| Ishares Msci Emerging Markets Etf | 207209 | 11336391 | ETF |
| Ishares Russell 1000 Etf | 29239 | 10919078 | ETF |
| Nvidia Corp | 56452 | 10528279 | COM |
| Invsc S P 500 Momentum Etf | 87151 | 10398857 | ETF |
| Vanguard Short Inflation Prot Etf Iv | 209870 | 10380176 | ETF |
| Invesco S&P 500 Top 50 Etf | 169922 | 10072976 | ETF |
| Strive 500 Etf | 225795 | 9954184 | ETF |
| Vanguard Growth Etf | 20295 | 9901105 | ETF |
| Ishares Core S&P 500 Etf | 14100 | 9657952 | ETF |
| Simplify Mbs Etf | 190293 | 9592653 | ETF |
| State Street Spdr Us Large Cap Low Volatility Index Etf | 54586 | 9583609 | ETF |
| Vanguard Mid-Cap Etf | 31801 | 9229326 | ETF |
| Spdr Msci Global Stock Market Etf | 119181 | 9142341 | ETF |
| Ishares S&P 100 Etf | 25210 | 8646274 | ETF |
| Amazon.Com Inc | 36485 | 8421467 | COM |
| Jpmorgan Chase | 24894 | 8021388 | COM |
| Alphabet Inc Cap Stk Cl A | 24901 | 7794099 | COM |
| Ishares Msci Emerging Markets Ex China Etf | 106680 | 7753528 | ETF |
| Principal Us Mega Cap Etf | 111872 | 7657638 | ETF |
| Vaneck Vectors J P Morgan Emerging Mkts Loc | 296407 | 7653222 | ETF |
| Invesco S&P Mid Cap Momentum Etf | 54631 | 7564198 | ETF |
| Vanguard Core Bond Etf | 96317 | 7502645 | ETF |
| Ishares 20 Year Treasury Bond Etf | 85763 | 7475117 | ETF |
| Alps/Smith Core Plus Bond Etf | 273327 | 7125637 | ETF |
| Alpha Architect Us Quant Momentum | 102186 | 6672111 | ETF |
| Vanguard Ftse Emerging Markets Etf | 120603 | 6483617 | ETF |
| Invesco Qqq Trust Series | 10467 | 6430108 | ETF |
| Tesla Motors | 14097 | 6339703 | COM |
| Harbor Comm All Weathr Strtgy Etf | 254696 | 6321555 | ETF |
| Exxonmobil | 52394 | 6305104 | COM |
| Open Lending Corp | 3464754 | 5370369 | COM |
| Alpha Architect Inflation & Deflation Etf | 234673 | 5333007 | ETF |
| Ishares International Dd At Etf | 184594 | 5320010 | ETF |
| Capital Group Dividend Value Etf | 121807 | 5315653 | ETF |
| Berkshire Hathaway Class B | 10393 | 5224042 | COM |
| Freedom 100 Emerging Markets Etf | 101809 | 5219733 | ETF |
| Nuveen Floating Rate Income | 646392 | 5061248 | COM |
| Franklin Intl Low Vol Hi Div | 134780 | 4962611 | ETF |
| First Trust Rising Dividend Achievers | 71363 | 4957563 | ETF |
| Alpha Architect Us Equity 2 Etf | 100455 | 4955208 | ETF |
| Spdr Doubleline Ttl Rtrn Ttcl Etf | 120055 | 4832217 | ETF |
| Meta Platforms Inc Class A | 7270 | 4798922 | COM |
| Purecycle Technologies Inc Com | 556773 | 4782680 | COM |
| Cambria Shareholder Yield Etf | 68748 | 4779365 | ETF |
| Ishares Core Msci Totl Intl Stck Etf | 56133 | 4751097 | ETF |
| Select Stoxx Europe Aerospace & Defense Etf | 112030 | 4719804 | ETF |
| Apollo Investment Co | 393598 | 4502757 | COM |
| Wisdomtree Floating Rate Treasry Etf | 87076 | 4381680 | ETF |
| Schwab Emerging Markets Equity Etf | 123942 | 4059105 | ETF |
| Vanguard Russell 1000 Growth Etf | 33175 | 4039056 | ETF |
| Jpmorgan Income Etf | 86838 | 4038330 | ETF |
| Ishares Msci Usa Qlty Fact Etf | 20151 | 4002392 | ETF |
| Nextera Energy Inc | 49848 | 4001816 | COM |
| Technology Select Sector Spdr Etf | 27086 | 3899507 | ETF |
| Vanguard Mega Cap Growth Etf | 9434 | 3894072 | ETF |
| Imgp Dbi Managed Futures Strategy | 137203 | 3849916 | ETF |
| Global X Uranium Etf | 87468 | 3847221 | ETF |
| Ea Ser Tr Alpha Architect Etf | 98699 | 3804845 | ETF |
| Wasatch-Hoisington Us Tr Easury | 368016 | 3742723 | MF |
| Mercadolibre Inc | 1814 | 3653868 | COM |
| Fs Kkr Cap Corp | 238308 | 3529345 | COM |
| Ishares Broad Usd Hg Yld Crp Bnd Etf | 94267 | 3525113 | ETF |
| Direxion Shs Etf Tr | 64441 | 3473398 | ETF |
| First Trust Gbl Ttcl Comdty Stra Etf | 147561 | 3427832 | ETF |
| Broadcom Inc | 9797 | 3390774 | COM |
| Blackrock Floating Rate Inc | 296918 | 3364084 | COM |
| Alphacentric Incm Oppty Fd I | 439480 | 3247756 | MF |
| Blackstone Secd Lending | 111656 | 3010954 | COM |
| Spdr Bloomberg Barclays 1-3 Mnth T Bill Etf New | 32765 | 2994066 | ETF |
| Graniteshares Etf Tr | 267885 | 2990684 | ETF |
| Invesco S&P 500 Equal Weight Energy Etf | 37437 | 2979431 | ETF |
| Janus Henderson Aaa Clo | 58505 | 2959172 | ETF |
| Gigacloud Technology Inc | 73955 | 2904952 | COM |
| Visa Inc Class A | 8144 | 2856048 | COM |
| Schwab S&P 500 Index | 162405 | 2848589 | MF |
| Ishares 0-3 Month Treasury Bond Etf | 28288 | 2839554 | ETF |
| Financial Select Sector Spdr Etf | 51137 | 2800773 | ETF |
| Goldman Sachs Nasdaq 100 Prm Etf | 52612 | 2781598 | ETF |
| Spdr S&P Biotech Etf | 22309 | 2720136 | ETF |
| Ishares National Muni Bond Etf | 25241 | 2703566 | ETF |
| Fidus Invt Corp | 138173 | 2666739 | COM |
| Wal-Mart | 23385 | 2610077 | COM |
| Strive Total Return Bond Etf | 128163 | 2576070 | ETF |
| Costco Wholesale Co | 2932 | 2528343 | COM |
| Stellus Cap Invt Corp | 197790 | 2507976 | COM |
| Strive Natural Resrc And Scrt Etf | 61584 | 2502782 | ETF |
| Abbvie Inc | 10851 | 2479275 | COM |
| Global X Mlp Etf | 51038 | 2470763 | ETF |
| At&T | 97690 | 2426632 | COM |
| Lilly Eli & Co | 2178 | 2340827 | COM |
| Ishares Total Return Active Etf | 45571 | 2313864 | ETF |
| Ishares Short Treasury Bond Etf | 20838 | 2295306 | ETF |
| Eaton Vance Sr Fltng Rte Tr | 205537 | 2289683 | COM |
| Frst Trst Ise Rev Ntrl Gs Ind Etf | 97760 | 2288571 | ETF |
| Brclys Bk Ipath Bloom Commodity Etn | 59936 | 2254193 | ETF |
| Eaton Vance Flting Rate Inc | 197924 | 2234562 | COM |
| Dominion Energy Inc | 37647 | 2205711 | COM |
| Global X Defense Tech Etf | 33710 | 2192092 | ETF |
| Mastercard Inc Class A | 3786 | 2161548 | COM |
| Johnson & Johnson | 10377 | 2147489 | COM |
| Bank Of America | 64699 | 2129052 | COM |
| Alpha Architect Tail Risk Etf | 23700 | 2127703 | ETF |
| Grayscale Bitcoin Mini Tr Et | 53631 | 2077129 | ETF |
| Panagram Bbb B Clo Etf | 77656 | 2068950 | ETF |
| Janus Henderson B-Bbb Clo Etf | 43030 | 2052551 | ETF |
| Vanguard Short-Term Bond Etf Iv | 25450 | 2005715 | ETF |
| Schwab Us Tips Etf | 74756 | 1980280 | ETF |
| Vanguard Large Cap Etf | 6288 | 1979403 | ETF |
| First Trust Nasdaq Cybrscrty Etf | 26627 | 1902475 | ETF |
| Schwab Interm Term Us Treasury | 74733 | 1874312 | ETF |
| Saba Capital Income & Oprnt | 266401 | 1867471 | ETF |
| Ishares Russell 2000 Etf | 7485 | 1842561 | ETF |
| Southern Co | 21017 | 1832682 | COM |
| Vanguard Ftse Developed Markets Etf | 29277 | 1828947 | ETF |
| Caterpillar | 3180 | 1821681 | COM |
| Netflix Inc | 18917 | 1773658 | COM |
| Schwab Fundamental Inl Large Com Etf | 39177 | 1771192 | ETF |
| Exchange Traded Concepts Tru | 83792 | 1764786 | ETF |
| Ishares Core S&P Small Cap Etf | 14586 | 1752921 | ETF |
| Carlyle Secured Lending Inc | 140177 | 1750813 | COM |
| Consolidated Edison Inc | 17261 | 1714321 | COM |
| Eaton Vance Limited Duration | 172441 | 1708890 | COM |
| Ppl Corp | 48728 | 1706455 | COM |
| Duke Energy Corp New | 14520 | 1701889 | COM |
| Whitehorse Fin Inc | 243940 | 1695383 | COM |
| Home Depot | 4853 | 1670079 | COM |
| Blackrock Ltd Duration Incom | 120088 | 1650009 | COM |
| American Elec Pwr Co Inc | 14283 | 1646936 | COM |
| Mcdonald'S | 5058 | 1545850 | COM |
| Wisdomtree Managed Futures Strategy | 39714 | 1509926 | ETF |
| Ishares Bitcoin Trust | 29524 | 1465867 | ETF |
| Spdr Bloomberg Int Grd Flt Rt Etf | 47324 | 1454267 | ETF |
| Schwab Us Dividend Equity Etf | 52028 | 1427121 | ETF |
| Schwab Fundamental Emerging Markets Etf | 39442 | 1422279 | ETF |
| Ishares Russell 1000 Value Etf | 6736 | 1416824 | ETF |
| Texas Pacific Land Corp | 4842 | 1390719 | COM |
| Vanguard Dividend Appreciation Etf | 6312 | 1387145 | ETF |
| Ishares 7-10 Year Treasury Bond Etf | 14387 | 1383454 | ETF |
| Advanced Micro Devices Inc | 6398 | 1370196 | COM |
| First Trust Activ Fct Sml Cap Etf | 41131 | 1352399 | ETF |
| Portland Gen Elec Co | 27526 | 1320973 | COM |
| Entergy Corp | 13865 | 1281531 | COM |
| Huntington Bancshs | 71939 | 1259290 | COM |
| Vanguard Total Stock Market Etf | 3729 | 1250120 | ETF |
| Ishares Silver Trust Etf | 19363 | 1247364 | ETF |
| Ishares Intl Small Cap Equity Factor Etf | 29651 | 1229923 | ETF |
| Saratoga Invt Corp | 52846 | 1219157 | COM |
| Vanguard 500 Index Adm | 1881 | 1188396 | MF |
| Sabra Health Care Reit Inc | 61871 | 1171837 | COM |
| Altria Group Inc | 20252 | 1167714 | COM |
| Spdr S&P 500 Growth Etf | 10930 | 1166231 | ETF |
| Schwab Short Term Us Treasury Etf | 47456 | 1156503 | ETF |
| Oracle Corp | 5933 | 1156401 | COM |
| Ibm | 3874 | 1147574 | COM |
| Cisco Systems | 14790 | 1139283 | COM |
| Lamar Advertising Co New | 8959 | 1134030 | COM |
| Grayscale Bitcoin Trust Etf | 16310 | 1114952 | ETF |
| Morgan Stanley | 31036 | 1113965 | COM |
| Harleysville Finl Co0050 | 42914 | 1094307 | COM |
| Ishares Core S&P Mid-Cap Etf | 15773 | 1041003 | ETF |
| Fidelity Wise Origin Bitcoin Fund | 13475 | 1027199 | ETF |
| John Hancock Fdmtl | 14332 | 1015693 | MF |
| Micron Technology | 3549 | 1013236 | COM |
| American Funds Balanced Fund A | 26380 | 988991 | MF |
| Enel Chile S.A. | 245000 | 984900 | COM |
| Vanguard Tax-Exempt Bond Etf | 19217 | 966423 | ETF |
| Ishares Short Term Ntnl Mun Bnd Etf | 8993 | 959553 | ETF |
| Palantir Technologies In Class A | 5354 | 951674 | COM |
| Ab Global Core Equity Ad Visor | 53852 | 945647 | MF |
| Ishares Preferred Income Sec Etf | 30267 | 937066 | ETF |
| Hawaiian Elec Industries | 75031 | 922881 | COM |
| Invesco S&P 500 Garp Etf | 8095 | 921697 | ETF |
| Schwab Fundamental U.S. Small Company Etf | 29075 | 916158 | ETF |
| Health Care Select Sector Spdr Etf | 5899 | 913159 | ETF |
| Ishares Core Msci Emerging Etf | 13469 | 905386 | ETF |
| Ab Small Cap Growth Advi Sor | 11601 | 896519 | MF |
| Put Spdr Stoxx 50 | 13900 | 895014 | ETF |
| Coca-Cola | 12705 | 888172 | COM |
| Goldman Sachs Bdc Inc Shs | 93005 | 883798 | COM |
| Tidal Trust I | 42970 | 873537 | ETF |
| Stone Ridge Hi Yld Reins Urance Risk Prmi | 97044 | 864664 | MF |
| Merck & Co. Inc. | 8128 | 862559 | COM |
| Blackrock Debt Strategies Fd | 84593 | 861157 | COM |
| Amgen Inc. | 2607 | 853177 | COM |
| Vanguard Russell 1000 Etf Iv | 2756 | 851714 | ETF |
| Strive Enhanced Income Short Maturity Etf | 42042 | 850931 | ETF |
| Charles Schwab Corp | 8465 | 845753 | COM |
| Lowes Companies Inc | 3502 | 844633 | COM |
| Strive International Developed Markets Etf | 27070 | 844066 | ETF |
| Ab Small Cap Value Advis Or | 58933 | 833315 | MF |
| Spdr Mid Cap Etf | 14276 | 826723 | ETF |
| Procter & Gamble | 5758 | 825123 | COM |
| Kla Corp | 676 | 821478 | COM |
| Goldman Sachs Group | 934 | 820770 | COM |
| Pacer Fds Tr | 17599 | 819907 | ETF |
| Communicat Svs Slct Sec Spdr Etf | 6915 | 813987 | ETF |
| Vanguard S&P Mid Cap 400 Growth Etf | 6715 | 807147 | ETF |
| Intel | 21639 | 798477 | COM |
| Siren Etf Tr Divcon Leaders Divid Etf | 10227 | 779621 | ETF |
| Raytheon Technologies Co | 4237 | 777034 | COM |
| Barings Bdc Inc | 84035 | 771441 | COM |
| Auto Data Processing | 2947 | 763167 | COM |
| Ishares Core Us Aggregate Bond Etf | 7605 | 759587 | ETF |
| T1 Energy Inc Com New | 113684 | 759409 | COM |
| Neuberger Berman Strat Incm Inst | 73759 | 754550 | MF |
| Pfizer | 30265 | 753615 | COM |
| Ishares Msci Europe Financials Etf | 19979 | 741026 | ETF |
| Citigroup Inc | 6297 | 734845 | COM |
| Vaneck Etf Trust | 10067 | 732805 | ETF |
| Private Shares Fd A | 15471 | 731771 | COM |
| Firstenergy Corp | 16200 | 725274 | COM |
| Business First Bancshare | 27631 | 722274 | COM |
| Taiwan Semiconductr F Sponsored Adr | 2367 | 721026 | COM |
| Invesco S&P 500 Pure Value Etf | 6882 | 711324 | ETF |
| Constellation Energy Cor | 1975 | 697716 | COM |
| Ab Sustainable International | 31147 | 697697 | MF |
| Dimensional Short Duration Fixed Income Etf | 14425 | 691691 | ETF |
| Wisdomtree Japan Hedged Equity Etf | 4790 | 690526 | ETF |
| Blue Owl Capital Corporation | 54279 | 674688 | COM |
| Guggenheim Macro Oppty Inst | 26428 | 661501 | MF |
| Vanguard Short Term Treasury Etf Iv | 11256 | 661065 | ETF |
| First Tr Inter Duratn Pfd & | 35464 | 661049 | COM |
| Tjx Companies Inc | 4236 | 650692 | COM |
| Eaton Corp Plc F | 2006 | 638931 | COM |
| Unitedhealth Group | 1928 | 636452 | COM |
| Vanguard Value Etf | 3307 | 631620 | ETF |
| Thermo Fisher Scntfc | 1079 | 625698 | COM |
| Invsc Actvly Mng Optm Yd Dvrs Etf | 46771 | 619716 | ETF |
| Agree Rlty Corp | 8530 | 614416 | COM |
| The Goldman Sach | 31294 | 608668 | COM |
| Coca Cola Consolidated Inc | 3959 | 606943 | COM |
| Amphenol Corp Class A | 4465 | 604513 | COM |
| Sixth Street Specialty Lendi | 27774 | 603251 | COM |
| Abrdn Asia Pacific Income Fu | 38212 | 586172 | COM |
| Invesco Exchange Traded Fd T | 4334 | 582144 | ETF |
| Ishares S&P 500 Growth Etf | 4691 | 578153 | ETF |
| Eaton Vance Sr Income Tr | 109439 | 576744 | ETF |
| Qualcomm Inc | 3211 | 549197 | COM |
| General Motors Co | 6678 | 543055 | COM |
| Hut 8 Corp | 11800 | 542092 | COM |
| Marriott Intl Inc New | 1729 | 536405 | COM |
| Vici Pptys Inc | 18939 | 532565 | COM |
| Adobe Inc | 1508 | 527785 | COM |
| Ishares 3-7 Year Trery Bond Etf | 4360 | 520413 | ETF |
| Etf Ser Solutions | 55955 | 519895 | ETF |
| Global Ship Lease Inc New | 14807 | 518837 | COM |
| Bain Cap Specialty Fin Inc | 36850 | 512584 | COM |
| Golub Cap Bdc Inc | 37540 | 509418 | COM |
| Postal Realty Trust Inc | 31520 | 508733 | COM |
| Ishares Msci Global Gold Miners Etf New | 6831 | 503058 | ETF |
| Blackrock Fndg Inc | 470 | 502947 | COM |
| American Funds New Perspective A | 7106 | 501785 | MF |
| Blackrock Income Tr Inc | 45108 | 497992 | COM |
| Blackrock Tcp Capital Corp | 90521 | 495150 | COM |
| Viking Therapeutics Inc | 14012 | 492942 | COM |
| Rivian Automotive Inc | 25000 | 492750 | COM |
| American Funds Growth Fu Nd Of Amer F3 | 6042 | 486264 | MF |
| Newmarket Corporatn | 703 | 485144 | COM |
| American Funds Growth Fund Of America A | 6000 | 482795 | MF |
| Western Digital Corp | 2790 | 480633 | COM |
| Zacks Earnings Consistent Port Etf | 13569 | 475351 | ETF |
| Dte Energy Co | 3668 | 473099 | COM |
| Capital One Fc | 1936 | 469209 | COM |
| Ishares Russell Top 200 Etf | 2745 | 468379 | ETF |
| Aberdeen Standard Silver Etf | 6831 | 462049 | ETF |
| Innovative Indl Pptys Inc | 9756 | 462044 | COM |
| Schwab International Equity Etf | 19143 | 460195 | ETF |
| Corning Inc | 5253 | 459953 | COM |
| Halliburton Co Hldg | 16265 | 459649 | COM |
| T Rowe Price Blue Chip Growth Fd Inv | 2184 | 459430 | MF |
| Waste Management Inc | 2066 | 453880 | COM |
| Nrg Energy Inc | 2848 | 453516 | COM |
| Chevron Corp. | 2959 | 451004 | COM |
| Vaneck Gold Miners Etf | 5240 | 449435 | ETF |
| Pg&E Corp | 27835 | 447308 | COM |
| Quanta Services Inc | 1045 | 441053 | COM |
| Eog Res Inc | 4180 | 438942 | COM |
| Pepsico Inc | 2956 | 429447 | COM |
| Calamos Aksia Alternative Credit & Income I | 40071 | 427154 | MF |
| Ftai Aviation Ltd | 2149 | 423031 | ETF |
| Teradyne Inc | 2157 | 417509 | COM |
| Elevation Series Trust | 15136 | 416190 | ETF |
| Palo Alto Networks Inc | 2251 | 414634 | COM |
| Vanguard Total Stock Mkt Idx Adm | 2520 | 411219 | MF |
| S&P Global Inc | 772 | 403439 | COM |
| Truist Finl C | 20971 | 402643 | COM |
| Comcast Corp Class A | 13298 | 397476 | COM |
| Suburban Propane Partners L | 21399 | 396737 | COM |
| Ishares 1-3 Year Treasury Bond Etf | 4733 | 392006 | ETF |
| Ishares Gold Tr | 4819 | 391158 | ETF |
| Northern Lights Fund Trust Iv Main Sectr Rotn Etf | 6036 | 389504 | ETF |
| Simplify Managed Futures Strategy | 14234 | 388019 | ETF |
| Ab Corporate Shs | 39996 | 387561 | MF |
| Franklin Ftse Japan Etf | 11247 | 387459 | ETF |
| Ares Capital Corp | 19107 | 386535 | COM |
| Proshares Ultra Qqq Etf | 5488 | 386410 | ETF |
| Accenture Plc F Class A | 1439 | 386084 | COM |
| Agfiq U.S. Market Neutral Anti-Beta Fund | 26082 | 384654 | ETF |
| Spdr Blmbg Srt Tr Int Try Bnd Etf | 14008 | 383959 | ETF |
| Global X Copper Miners Etf | 5209 | 382718 | ETF |
| Salesforce | 1431 | 379679 | COM |
| Ishares Floating Rate Bond Etf | 7406 | 376669 | ETF |
| Asml Holding N V F Sponsored Adr | 351 | 375521 | COM |
| Ishares Ai Invatn And Tec Act Etf | 11218 | 373576 | ETF |
| Qwest Corp | 19775 | 371375 | COM |
| Jpmorgan Ultra Short Income Etf | 7299 | 370567 | ETF |
| Wp Carey Inc | 5751 | 370134 | COM |
| Albemarle Corp | 2593 | 367808 | COM |
| American Express | 992 | 366990 | COM |
| Ea Bridgeway Blue Chip Etf | 24000 | 366240 | ETF |
| Archer Daniels Midland C | 6365 | 365924 | COM |
| Lord Abbett Short Durati On Income I | 93506 | 363740 | MF |
| General Electric Co | 1174 | 361975 | COM |
| Proshares Tr | 8078 | 359511 | ETF |
| Ishares Core Msci Eafe Etf | 4012 | 358914 | ETF |
| Abbott Laboratories | 2855 | 357744 | COM |
| Waters Corp | 917 | 348304 | COM |
| Managed Portfolio Series | 13549 | 347667 | ETF |
| Invesco Bd Fd | 22551 | 347511 | COM |
| Verizon | 8495 | 346000 | COM |
| Vicor Corp | 3155 | 345788 | COM |
| Fidelity Contrafund | 14186 | 344731 | MF |
| Walt Disney | 3001 | 343653 | COM |
| Soundhound Ai Inc | 33937 | 338352 | COM |
| Chubb Ltd F | 1076 | 336898 | COM |
| Lockheed Martin Corp | 693 | 335156 | COM |
| Ishares Core Dividend Growth Etf | 4805 | 333582 | ETF |
| Schwab Total Stock Marke T Index | 20287 | 332506 | MF |
| Energy Transfer Lp | 19995 | 329723 | COM |
| Charles River Labs | 1641 | 327347 | COM |
| Ishares Msci Global Metals & Mng Producers | 6335 | 325239 | ETF |
| Novartis Ag F Sponsored Adr | 2350 | 323995 | COM |
| Honeywell Intl Inc | 1656 | 323137 | COM |
| Pimco Enhanced Shrt Maturty Actv Etf | 3180 | 320261 | ETF |
| Vanguard Energy Etf | 2540 | 319783 | ETF |
| Interdigital Inc. | 1000 | 318380 | COM |
| Linde Plc | 741 | 315955 | ETF |
| Equity Residential | 5000 | 315200 | ETF |
| Vanguard Mid Cap Value Etf | 1764 | 312881 | ETF |
| The Southern Co | 15311 | 309895 | COM |
| Bunge Global Sa F | 3428 | 305366 | COM |
| Invesco Db Commdy Indx Trck | 13562 | 303246 | ETF |
| Pinterest Inc Class A | 11653 | 301696 | COM |
| Athene Holdi | 15000 | 301500 | COM |
| Agilent Technologies | 2205 | 300034 | COM |
| Monolithic Power Sys | 330 | 299614 | COM |
| Extra Space Storage Inc | 2289 | 298074 | COM |
| 3M | 1855 | 297055 | COM |
| Bank Of Ny Mellon Co | 2557 | 296842 | COM |
| Uber Technologies Inc | 3615 | 295382 | COM |
| Parsons Corp | 4753 | 293735 | COM |
| Wsfs Financial Corp | 5257 | 290385 | COM |
| 1St Colonial Bancorp | 14417 | 288340 | COM |
| Nuveen Pnsylvania Qlty M | 24246 | 288285 | ETF |
| Triplepoint Venture Grow | 43560 | 284882 | COM |
| Humana Inc | 1108 | 284781 | COM |
| Wells Fargo & Co | 3053 | 284540 | COM |
| Philip Morris Intl | 1737 | 281167 | COM |
| Ge Vernova Llc | 428 | 279728 | COM |
| Iqvia Holdings Inc | 1234 | 278156 | COM |
| Blackrock Muniyield Penn | 25000 | 277000 | ETF |
| Schwab Us Aggregate Bond Etf | 11806 | 275906 | ETF |
| Rational Special Situati Ons Income Instl | 15180 | 273247 | MF |
| Hershey Co Com | 1501 | 273154 | COM |
| Kraneshares Global Carbon Stg Etf | 7696 | 272438 | ETF |
| Centerpoint Energy Inc | 7105 | 272406 | COM |
| American Funds Washingto N Mutual F3 | 4166 | 271366 | MF |
| American Funds New Econo My A | 3726 | 270715 | MF |
| Schwab Target 2035 | 14370 | 267135 | MF |
| Union Pacific Corp | 1153 | 266809 | COM |
| Crowdstrike | 561 | 262974 | COM |
| Applied Materials | 1022 | 262766 | COM |
| Crescent Cap Bdc Inc | 18698 | 262707 | COM |
| Mckesson Corp | 319 | 261931 | COM |
| Vanguard Total World Bond Etf Iv | 3772 | 259288 | ETF |
| Hartford Schroders Intl Multi-Cap Value | 18911 | 256246 | MF |
| Service Now Inc | 1660 | 254295 | COM |
| Vanguard Health Care Fd Admiral Share | 2947 | 254151 | MF |
| General Dynamics Co | 754 | 254001 | COM |
| Vertiv Holdings Co Class A | 1548 | 250791 | COM |
| Blackstone Seni Fltn Rat 202 | 18567 | 250655 | COM |
| Ishares Mtg Real Estate Capped Etf New | 11275 | 250080 | ETF |
| Strategy Inc | 2521 | 249080 | COM |
| Lam Research Corp | 1441 | 247045 | COM |
| Metlife Inc | 12500 | 246625 | COM |
| Deere & Co | 522 | 243920 | COM |
| American Funds Washington Mutual Inv A | 3721 | 242669 | MF |
| Vanguard Primecap Adm | 1293 | 239180 | MF |
| Lazard Global Listed Inf Rastructure Inst | 13153 | 238994 | MF |
| Columbia Seligman Comm & Info A | 1517 | 237650 | MF |
| Motorola Solutions | 610 | 234482 | COM |
| Vertex Pharmaceutica | 511 | 231667 | COM |
| Lumen Technologies Inc | 29788 | 231453 | COM |
| Cadence Bank | 5388 | 230822 | COM |
| Rockwell Automation | 591 | 229940 | COM |
| Ishares Core Msci International Etf | 2780 | 229294 | ETF |
| Pear Tree Polaris Foreign Val Inst Shares | 8087 | 228785 | MF |
| Baidu Inc Spon Adr | 1747 | 228263 | COM |
| State Street Corp | 1765 | 227703 | COM |
| Zacks Quality International Etf | 8534 | 226714 | ETF |
| Vanguard Growth Index Fd Admiral Share | 892 | 224077 | MF |
| Hartford Capital Appr Fund Cl A | 5079 | 223390 | MF |
| Ishares Russell 1000 Lar Ge-Cap Idx K | 5213 | 222604 | MF |
| Dimensional Us Core Equity Market Etf | 4746 | 222113 | ETF |
| Schwab Target 2025 | 15162 | 221977 | MF |
| Spdr Blackstone Senior Loan Etf | 5370 | 221620 | ETF |
| Alps Etf Tr | 4705 | 221229 | ETF |
| Monroe Cap Corp | 34581 | 220281 | COM |
| Pnc Finl Services | 1042 | 217403 | COM |
| Sunoco Lp/Sunoco Fin Corp | 4142 | 217082 | COM |
| At&T Inc. | 10750 | 216505 | COM |
| First Tr Sr Fltg Rate Income | 21449 | 215991 | COM |
| Newmont Corp | 2159 | 215576 | COM |
| Texas Instruments | 1234 | 214004 | COM |
| Glenmede Quant Us Large Cap Core Equity | 10846 | 213999 | MF |
| Ea Ser Tr Freedom Day Dividend Etf | 6086 | 212877 | ETF |
| Emerson Electric Co | 1593 | 211423 | COM |
| Vanguard Div Appr Index Fd Adm Cl Shrs | 3531 | 210617 | MF |
| Schwab Fundamental Us Large Co Etf | 7726 | 210214 | ETF |
| Pub Svc Enterpise Gp | 2614 | 209891 | COM |
| Paychex Inc | 1867 | 209385 | COM |
| Alibaba Group Hldg Ltd F Sponsored Adr | 1424 | 208730 | COM |
| Phillips 66 | 1600 | 206464 | COM |
| Alliant Energy Corp | 3175 | 206407 | COM |
| Medtronic Plc F | 2132 | 206314 | COM |
| L3Harris Technologies In | 700 | 205468 | COM |
| Gilead Sciences Inc | 1662 | 203994 | COM |
| T Rowe Price Health Sciences Fund Inv | 2438 | 203646 | MF |
| Freeport Mcmoran Inc | 3981 | 202216 | COM |
| Ishares Convertible Bond Etf | 2034 | 200349 | ETF |
| Defi Technologies Inc | 264420 | 199531 | COM |
| Pennantpark Floating Rate Ca | 21308 | 197525 | COM |
| Great Elm Cap Corp | 26309 | 185347 | COM |
| Blackstone Strategic Cred 20 | 15718 | 185158 | COM |
| Schwab Target 2030 | 10631 | 181362 | MF |
| Nuveen Municipal Value C | 19939 | 180647 | ETF |
| Pennantpark Invt Corp | 27190 | 162052 | COM |
| Eaton Vance Municipal In | 14861 | 159904 | ETF |
| Blackrock Glbl Long Short Eqty Inst | 10870 | 158485 | MF |
| Blackstone Long Short Cr Inc | 13499 | 157398 | COM |
| Schwab Target 2020 | 12167 | 157192 | MF |
| Procap Finl Inc | 44304 | 156393 | COM |
| Putnam Master Inter Income T | 46659 | 155841 | ETF |
| Ab High Income Advisor | 21631 | 152930 | MF |
| Bcp Investment Corporation | 12320 | 145746 | COM |
| T. Rowe Price Ultra Shor T-Term Bond I | 28562 | 145380 | MF |
| Pimco Dynamic Income Opp | 10000 | 139679 | ETF |
| Mfs Charter Income Tr | 21729 | 136241 | ETF |
| Invesco Pa Value Muni Income Trust | 12900 | 134934 | ETF |
| Hussman Strategic Growth | 23450 | 133429 | MF |
| Mfs Inter Income Tr | 45083 | 117667 | ETF |
| Ps Business P | 11533 | 114407 | COM |
| Doubleline Total Return Bd Fd Cl I | 12564 | 112069 | MF |
| Global Self Storage Inc | 21810 | 111231 | COM |
| Mfs Multimarket Income Tr | 23772 | 110540 | ETF |
| Prospect Cap Corp | 40459 | 104789 | COM |
| Cytomx Therapeutics Inc | 23697 | 100949 | COM |
| Lixte Biotech Hldg | 24808 | 97495 | COM |
| Fidelity Adv Floating Rate High Incm Fd | 10353 | 94209 | MF |
| Putnam Premier Income Tr | 26526 | 93902 | ETF |
| Compass Pathways Plc | 13532 | 93371 | COM |
| Plug Power Inc | 42607 | 83936 | COM |
| Oxford Square Cap Corp | 41967 | 73862 | COM |
| Waterdrop Inc | 38401 | 72962 | COM |
| Organogenesis Hldgs Inc | 12987 | 67273 | COM |
| American Res Corp | 26464 | 65631 | COM |
| Recursion Pharmaceuticals Inc Class A | 13020 | 53252 | COM |
| Hive Digital Technolog F | 20000 | 51600 | COM |
| Abrdn Global Income Fund Inc | 13722 | 40137 | COM |
| Mill City Ventures Iii L | 23282 | 38881 | COM |
| ZION OIL & GAS INC | 158613 | 34276 | COM |
| Nrx Pharmaceuticals Inc Class Equity | 11900 | 32249 | COM |
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