Evercore Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Evercore Wealth Management, LLC held in its portfolio 415 assets valued at $6,824,175,290 (i.e. $6.82B).
The most valuable assets in the portfolio included: APPLE INC ($428.60M), NVIDIA CORPORATION ($422.40M), and MICROSOFT CORP ($392.47M).
The chart below shows the top 10 valuable assets, and the table below shows the top 415 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Evercore Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 1576554 | 428601836 | COM |
| NVIDIA CORPORATION | 2264901 | 422404036 | COM |
| MICROSOFT CORP | 811533 | 392473627 | COM |
| ALPHABET INC | 953003 | 299052342 | CAP STK CL C |
| AMAZON COM INC | 1144774 | 264236734 | COM |
| ALPHABET INC | 751368 | 235178134 | CAP STK CL A |
| MASTERCARD INCORPORATED | 399179 | 227883308 | CL A |
| MORGAN STANLEY | 1216602 | 215983354 | COM NEW |
| BLACKSTONE INC | 1317092 | 203016561 | COM |
| JPMORGAN CHASE & CO. | 586994 | 189141252 | COM |
| AUTOZONE INC | 51961 | 176225731 | COM |
| CBRE GROUP INC | 997000 | 160307630 | CL A |
| THERMO FISHER SCIENTIFIC INC | 274755 | 159206784 | COM |
| HOME DEPOT INC | 440318 | 151513417 | COM |
| WILLIAMS COS INC | 2459053 | 147813676 | COM |
| COMFORT SYS USA INC | 155237 | 144881141 | COM |
| CHUBB LIMITED | 429476 | 134048049 | COM |
| BERKSHIRE HATHAWAY INC DEL | 266447 | 133929584 | CL B NEW |
| VIKING HOLDINGS LTD | 1657751 | 118379999 | ORD SHS |
| BLACKROCK INC | 108567 | 116203602 | COM |
| WISDOMTREE TR | 1033859 | 91062300 | US LARGECAP DIVD |
| UBER TECHNOLOGIES INC | 1087599 | 88867714 | COM |
| COSTCO WHSL CORP NEW | 101236 | 87299852 | COM |
| BUILDERS FIRSTSOURCE INC | 819418 | 84309918 | COM |
| SPDR S&P 500 ETF TR | 116548 | 79476732 | TR UNIT |
| ADOBE INC | 210633 | 73719444 | COM |
| VANGUARD INDEX FDS | 108649 | 68137048 | S&P 500 ETF SHS |
| PROGRESSIVE CORP | 277253 | 63136053 | COM |
| AMERICAN TOWER CORP NEW | 357516 | 62769083 | COM |
| CDW CORP | 457544 | 62317493 | COM |
| SHARKNINJA INC | 537662 | 60164378 | COM SHS |
| ARES CAPITAL CORP | 2938357 | 59442962 | COM |
| EOG RES INC | 552254 | 57992192 | COM |
| CROCS INC | 638274 | 54585192 | COM |
| GENERAC HLDGS INC | 395015 | 53868196 | COM |
| ISHARES TR | 78610 | 53842840 | CORE S&P500 ETF |
| ISHARES GOLD TR | 625719 | 50789611 | ISHARES NEW |
| MERCADOLIBRE INC | 23609 | 47554665 | COM |
| TJX COS INC NEW | 306077 | 47016488 | COM |
| WISDOMTREE TR | 289661 | 41757530 | JAPN HEDGE EQT |
| ELI LILLY & CO | 34846 | 37448299 | COM |
| JANUS DETROIT STR TR | 709587 | 35890910 | HENDRSON AAA CL |
| UNITEDHEALTH GROUP INC | 108010 | 35655181 | COM |
| ACCENTURE PLC IRELAND | 132792 | 35628093 | SHS CLASS A |
| JOHNSON & JOHNSON | 156319 | 32350217 | COM |
| SHERWIN WILLIAMS CO | 98818 | 32019996 | COM |
| WORLD GOLD TR | 353898 | 30212272 | SPDR GLD MINIS |
| SPDR GOLD TR | 73834 | 29261153 | GOLD SHS |
| ISHARES TR | 61676 | 29191286 | RUS 1000 GRW ETF |
| VANGUARD INTL EQUITY INDEX F | 383246 | 28191561 | ALLWRLD EX US |
| CHEVRON CORP NEW | 153950 | 23463545 | COM |
| ABBVIE INC | 83900 | 19170311 | COM |
| ISHARES TR | 180501 | 17333558 | MSCI EAFE ETF |
| ROPER TECHNOLOGIES INC | 38871 | 17302648 | COM |
| INTERNATIONAL BUSINESS MACHS | 57605 | 17063206 | COM |
| SCHWAB CHARLES CORP | 169676 | 16952330 | COM |
| TESLA INC | 36436 | 16385998 | COM |
| AUTOMATIC DATA PROCESSING IN | 55003 | 14148422 | COM |
| CISCO SYS INC | 182310 | 14043339 | COM |
| NEXTERA ENERGY INC | 172668 | 13861787 | COM |
| VANGUARD TAX-MANAGED FDS | 218960 | 13678458 | VAN FTSE DEV MKT |
| PEPSICO INC | 92303 | 13247327 | COM |
| ABBOTT LABS | 97909 | 12267018 | COM |
| VISA INC | 34956 | 12259505 | COM CL A |
| ORACLE CORP | 61329 | 11953646 | COM |
| RTX CORPORATION | 64302 | 11792987 | COM |
| MCDONALDS CORP | 38009 | 11616691 | COM |
| MCKESSON CORP | 14137 | 11596439 | COM |
| BROADCOM INC | 32508 | 11251019 | COM |
| STRYKER CORPORATION | 30129 | 10589440 | COM |
| ISHARES TR | 152310 | 10052460 | CORE S&P MCP ETF |
| INVESCO EXCHANGE TRADED FD T | 51505 | 9866298 | S&P500 EQL WGT |
| MERCK & CO INC | 93100 | 9799706 | COM |
| EXXON MOBIL CORP | 81349 | 9789538 | COM |
| PROCTER AND GAMBLE CO | 67199 | 9630244 | COM |
| ISHARES TR | 39079 | 9619687 | RUSSELL 2000 ETF |
| COCA COLA CO | 134856 | 9427783 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 15560 | 9386741 | UTSER1 S&PDCRP |
| SELECT SECTOR SPDR TR | 63628 | 9160524 | STATE STREET TEC |
| WALMART INC | 79320 | 8837041 | COM |
| BERKSHIRE HATHAWAY INC DEL | 11 | 8302800 | CL A |
| AMPHENOL CORP NEW | 61317 | 8286380 | CL A |
| JABIL INC | 35840 | 8172237 | COM |
| LOWES COS INC | 32250 | 7777410 | COM |
| VANGUARD INTL EQUITY INDEX F | 142085 | 7638490 | FTSE EMR MKT ETF |
| TEXAS INSTRS INC | 42906 | 7443762 | COM |
| SELECT SECTOR SPDR TR | 46725 | 7233030 | STATE STREET HEA |
| MPLX LP | 132053 | 7047669 | COM UNIT REP LTD |
| ENTERPRISE PRODS PARTNERS L | 216493 | 6940766 | COM |
| ISHARES TR | 54595 | 6729380 | S&P 500 GRWT ETF |
| CHECK POINT SOFTWARE TECH LT | 36200 | 6717272 | ORD |
| SALESFORCE INC | 24899 | 6595994 | COM |
| VANGUARD INDEX FDS | 18703 | 6270722 | TOTAL STK MKT |
| APPLIED MATLS INC | 23961 | 6157737 | COM |
| ISHARES BITCOIN TRUST ETF | 122252 | 6069811 | SHS BEN INT |
| VANGUARD INTL EQUITY INDEX F | 72104 | 6028616 | FTSE EUROPE ETF |
| PALANTIR TECHNOLOGIES INC | 33351 | 5928140 | CL A |
| VANGUARD INDEX FDS | 22723 | 5861398 | SMALL CP ETF |
| AMGEN INC | 17906 | 5860813 | COM |
| SPDR SERIES TRUST | 61947 | 5627077 | STATE STREET SPD |
| ECOLAB INC | 20811 | 5463304 | COM |
| INVESCO QQQ TR | 8769 | 5386884 | UNIT SER 1 |
| ILLINOIS TOOL WKS INC | 21447 | 5282396 | COM |
| ISHARES TR | 14110 | 5269238 | RUS 1000 ETF |
| AMERICAN EXPRESS CO | 13881 | 5135276 | COM |
| CATERPILLAR INC | 8956 | 5130624 | COM |
| DANAHER CORPORATION | 22087 | 5056156 | COM |
| CLOUDFLARE INC | 25580 | 5043097 | CL A COM |
| VANGUARD INDEX FDS | 10202 | 4977149 | GROWTH ETF |
| SELECT SECTOR SPDR TR | 47767 | 4753623 | STATE STREET CON |
| UNION PAC CORP | 19803 | 4580830 | COM |
| GOLDMAN SACHS GROUP INC | 5197 | 4568163 | COM |
| VANGUARD INDEX FDS | 14100 | 4438680 | LARGE CAP ETF |
| DISNEY WALT CO | 37560 | 4273201 | COM |
| PHILIP MORRIS INTL INC | 25927 | 4158691 | COM |
| META PLATFORMS INC | 6299 | 4157726 | CL A |
| ISHARES TR | 40936 | 4088688 | CORE US AGGBD ET |
| EMERSON ELEC CO | 30701 | 4074637 | COM |
| ISHARES TR | 33492 | 4025068 | CORE S&P SCP ETF |
| SELECT SECTOR SPDR TR | 73196 | 4008945 | STATE STREET FIN |
| VANGUARD INDEX FDS | 13564 | 3936544 | MID CAP ETF |
| OREILLY AUTOMOTIVE INC | 41120 | 3750555 | COM |
| WELLS FARGO CO NEW | 38475 | 3585870 | COM |
| ISHARES TR | 16662 | 3533511 | S&P 500 VAL ETF |
| NETFLIX INC | 36561 | 3427959 | COM |
| HONEYWELL INTL INC | 17333 | 3381494 | COM |
| IDEXX LABS INC | 4974 | 3365060 | COM |
| RPM INTL INC | 31950 | 3322800 | COM |
| GE AEROSPACE | 10310 | 3175789 | COM NEW |
| CENTERSPACE | 46534 | 3104748 | COM |
| TRAVELERS COMPANIES INC | 10547 | 3059263 | COM |
| METTLER TOLEDO INTERNATIONAL | 2190 | 3053276 | COM |
| QUALCOMM INC | 17677 | 3023651 | COM |
| ISHARES TR | 30489 | 2935177 | RUS MID CAP ETF |
| AFLAC INC | 26556 | 2928330 | COM |
| DUKE ENERGY CORP NEW | 24587 | 2881842 | COM NEW |
| CHURCH & DWIGHT CO INC | 33666 | 2822894 | COM |
| INTERCONTINENTAL EXCHANGE IN | 17312 | 2803852 | COM |
| BANK AMERICA CORP | 50459 | 2775245 | COM |
| NIKE INC | 42399 | 2701240 | CL B |
| VANGUARD SPECIALIZED FUNDS | 12277 | 2698325 | DIV APP ETF |
| PFIZER INC | 107037 | 2665221 | COM |
| CARRIER GLOBAL CORPORATION | 49043 | 2591433 | COM |
| PARKER-HANNIFIN CORP | 2941 | 2585021 | COM |
| BOEING CO | 11542 | 2505999 | COM |
| MEDTRONIC PLC | 25784 | 2476811 | SHS |
| ISHARES TR | 25985 | 2419746 | MSCI AC ASIA ETF |
| VANGUARD WORLD FD | 3175 | 2393251 | INF TECH ETF |
| PROFESIONALLY MANAGED PORTFO | 36155 | 2368514 | AKRE FOCUS ETF |
| SELECT SECTOR SPDR TR | 19510 | 2296717 | STATE STREET COM |
| GE VERNOVA INC | 3446 | 2252202 | COM |
| ISHARES TR | 10616 | 2232908 | RUS 1000 VAL ETF |
| OTIS WORLDWIDE CORP | 25441 | 2222272 | COM |
| LOCKHEED MARTIN CORP | 4558 | 2204620 | COM |
| SELECT SECTOR SPDR TR | 14192 | 2201463 | STATE STREET IND |
| STARBUCKS CORP | 24566 | 2068702 | COM |
| ISHARES SILVER TR | 32058 | 2065176 | ISHARES |
| COLGATE PALMOLIVE CO | 26134 | 2065109 | COM |
| ISHARES TR | 14487 | 2044695 | SELECT DIVID ETF |
| ISHARES TR | 5870 | 2013234 | S&P 100 ETF |
| YUM BRANDS INC | 13269 | 2007335 | COM |
| 3M CO | 12195 | 1952419 | COM |
| ISHARES TR | 13512 | 1882830 | ESG OPTIMIZED |
| BROOKFIELD CORP | 39497 | 1812517 | CL A LTD VT SH |
| MARRIOTT INTL INC NEW | 5725 | 1776124 | CL A |
| VANGUARD INTL EQUITY INDEX F | 12549 | 1770162 | TT WRLD ST ETF |
| ISHARES TR | 14537 | 1767845 | CORE HIGH DV ETF |
| ISHARES TR | 19611 | 1754400 | CORE MSCI EAFE |
| ACUITY INC | 4865 | 1751595 | COM |
| TARGET CORP | 17615 | 1721866 | COM |
| DBX ETF TR | 35624 | 1713871 | XTRACK MSCI EAFE |
| PNC FINL SVCS GROUP INC | 8132 | 1697393 | COM |
| ISHARES TR | 4232 | 1637175 | RUSSELL 3000 ETF |
| S&P GLOBAL INC | 3130 | 1635707 | COM |
| BORGWARNER INC | 36221 | 1632119 | COM |
| SYSCO CORP | 21760 | 1603495 | COM |
| SELECT SECTOR SPDR TR | 34626 | 1570289 | STATE STREET MAT |
| PHILLIPS 66 | 12034 | 1552867 | COM |
| SONOCO PRODS CO | 35330 | 1541801 | COM |
| WASTE MGMT INC DEL | 6990 | 1535773 | COM |
| NXP SEMICONDUCTORS N V | 7074 | 1535482 | COM |
| SELECT SECTOR SPDR TR | 33615 | 1502926 | STATE STREET ENE |
| MARSH & MCLENNAN COS INC | 8044 | 1492323 | COM |
| UNITED PARCEL SERVICE INC | 14950 | 1482891 | CL B |
| KINDER MORGAN INC DEL | 53090 | 1459444 | COM |
| ISHARES INC | 21488 | 1444423 | CORE MSCI EMKT |
| ZOETIS INC | 11438 | 1439129 | CL A |
| ADVANCED MICRO DEVICES INC | 6697 | 1434230 | COM |
| INVESCO EXCHANGE TRADED FD T | 31160 | 1429932 | RAFI US 1500 |
| ANALOG DEVICES INC | 5177 | 1403934 | COM |
| CORNING INC | 15977 | 1398946 | COM |
| DOVER CORP | 6989 | 1364532 | COM |
| GILEAD SCIENCES INC | 10975 | 1347023 | COM |
| L3HARRIS TECHNOLOGIES INC | 4563 | 1339560 | COM |
| INTEL CORP | 36109 | 1332422 | COM |
| VANGUARD ADMIRAL FDS INC | 6304 | 1291374 | 500 VAL IDX FD |
| APTARGROUP INC | 10360 | 1263506 | COM |
| MONDELEZ INTL INC | 23243 | 1251170 | CL A |
| US BANCORP DEL | 23416 | 1249477 | COM NEW |
| SCHWAB STRATEGIC TR | 37120 | 1210854 | US LCAP GR ETF |
| BRISTOL-MYERS SQUIBB CO | 22296 | 1202646 | COM |
| INVESCO EXCHANGE TRADED FD T | 17782 | 1182859 | LARGE CAP VALUE |
| JACOBS SOLUTIONS INC | 8786 | 1163794 | COM |
| SOLARIS ENERGY INFRAS INC | 25000 | 1149250 | COM CL A |
| ENBRIDGE INC | 23804 | 1138546 | COM |
| CONOCOPHILLIPS | 11828 | 1107219 | COM |
| GENERAL DYNAMICS CORP | 3252 | 1094818 | COM |
| MICRON TECHNOLOGY INC | 3834 | 1094262 | COM |
| EQUINIX INC | 1418 | 1086415 | COM |
| COMCAST CORP NEW | 34752 | 1038737 | CL A |
| EATON CORP PLC | 3153 | 1004262 | SHS |
| ISHARES TR | 18056 | 987843 | MSCI EMG MKT ETF |
| PAYCHEX INC | 8691 | 974957 | COM |
| BOOKING HOLDINGS INC | 182 | 974670 | COM |
| PERIMETER SOLUTIONS INC | 35000 | 963550 | COMMON STOCK |
| VERIZON COMMUNICATIONS INC | 23485 | 956556 | COM |
| VERTEX PHARMACEUTICALS INC | 2106 | 954776 | COM |
| GALLAGHER ARTHUR J & CO | 3684 | 953382 | COM |
| ARISTA NETWORKS INC | 7203 | 943809 | COM SHS |
| STERIS PLC | 3696 | 937010 | SHS USD |
| VANECK ETF TRUST | 8000 | 910240 | JUNIOR GOLD MINE |
| REGENERON PHARMACEUTICALS | 1179 | 910035 | COM |
| SERVICENOW INC | 5855 | 896927 | COM |
| SAMSARA INC | 25215 | 893872 | COM CL A |
| KLA CORP | 710 | 862707 | COM NEW |
| PURECYCLE TECHNOLOGIES INC | 100000 | 859000 | COM |
| LAM RESEARCH CORP | 4994 | 854873 | COM NEW |
| DEERE & CO | 1826 | 850131 | COM |
| SUBURBAN PROPANE PARTNERS L | 45438 | 842421 | UNIT LTD PARTN |
| KIMBERLY-CLARK CORP | 8291 | 836479 | COM |
| CENCORA INC | 2440 | 824110 | COM |
| SPDR DOW JONES INDL AVERAGE | 1712 | 822736 | UT SER 1 |
| CONSOLIDATED EDISON INC | 8261 | 820482 | COM |
| DIMENSIONAL ETF TRUST | 25000 | 818250 | WORLD EX US CORE |
| TE CONNECTIVITY PLC | 3510 | 798560 | ORD SHS |
| ISHARES TR | 4400 | 797324 | RUS 2000 VAL ETF |
| ROBINHOOD MKTS INC | 6991 | 790682 | COM CL A |
| DELL TECHNOLOGIES INC | 6229 | 784107 | CL C |
| SOUTHERN CO | 8902 | 776255 | COM |
| GOLUB CAP BDC INC | 56976 | 773164 | COM |
| MOODYS CORP | 1504 | 768318 | COM |
| ALTRIA GROUP INC | 13255 | 764283 | COM |
| LINDE PLC | 1777 | 757695 | SHS |
| QNITY ELECTRONICS INC | 9146 | 746771 | COMMON STOCK |
| JEFFERIES FINL GROUP INC | 11963 | 741347 | COM |
| J P MORGAN EXCHANGE TRADED F | 12834 | 734618 | EQUITY PREMIUM |
| INVESCO EXCHANGE TRADED FD T | 15473 | 725993 | RAFI US 1000 ETF |
| BIOHARVEST SCIENCES INC | 139470 | 723849 | COM NEW |
| DOMINOS PIZZA INC | 1725 | 719014 | COM |
| WOODWARD INC | 2316 | 700173 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 8251 | 684833 | CL A |
| TEXAS PACIFIC LAND CORPORATI | 2328 | 668649 | COM |
| ROCKET LAB CORP | 9495 | 662371 | COM |
| ISHARES TR | 5802 | 660964 | EAFE GRWTH ETF |
| D R HORTON INC | 4523 | 651448 | COM |
| BANK NEW YORK MELLON CORP | 5313 | 616786 | COM |
| SHOPIFY INC | 3790 | 610076 | CL A SUB VTG SHS |
| ROCKWELL AUTOMATION INC | 1563 | 608116 | COM |
| INTUIT | 916 | 606777 | COM |
| UNITED RENTALS INC | 743 | 601325 | COM |
| CUMMINS INC | 1168 | 596206 | COM |
| MCCORMICK & CO INC | 8702 | 592693 | COM NON VTG |
| INTUITIVE SURGICAL INC | 1045 | 591846 | COM NEW |
| CME GROUP INC | 2160 | 589853 | COM |
| EVERCORE INC | 1720 | 585230 | CLASS A |
| TRUIST FINL CORP | 11878 | 584516 | COM |
| MOTOROLA SOLUTIONS INC | 1524 | 584180 | COM NEW |
| BLACKSTONE SECD LENDING FD | 22150 | 583209 | COMMON STOCK |
| MARTIN MARIETTA MATLS INC | 928 | 577828 | COM |
| RENAISSANCERE HLDGS LTD | 2044 | 574691 | COM |
| CAPITAL ONE FINL CORP | 2366 | 573424 | COM |
| PALO ALTO NETWORKS INC | 3046 | 561073 | COM |
| EDISON INTL | 9311 | 558846 | COM |
| PUBLIC STORAGE OPER CO | 2146 | 556985 | COM |
| T-MOBILE US INC | 2742 | 556736 | COM |
| MSCI INC | 969 | 555944 | COM |
| EXPAND ENERGY CORPORATION | 5028 | 554890 | COM |
| AMERICAN WTR WKS CO INC NEW | 4220 | 550710 | COM |
| NORFOLK SOUTHN CORP | 1896 | 547413 | COM |
| VANGUARD INDEX FDS | 2773 | 529615 | VALUE ETF |
| CSX CORP | 14498 | 525552 | COM |
| CITIGROUP INC | 4426 | 516470 | COM NEW |
| TRANE TECHNOLOGIES PLC | 1316 | 512187 | SHS |
| TAPESTRY INC | 4000 | 511080 | COM |
| VERISK ANALYTICS INC | 2260 | 505539 | COM |
| BLUE OWL CAPITAL CORPORATION | 39800 | 494714 | COM |
| BECTON DICKINSON & CO | 2542 | 493326 | COM |
| ISHARES TR | 3499 | 479153 | RUS MD CP GR ETF |
| WW GRAINGER INC | 473 | 477280 | COM |
| WABTEC | 2221 | 474072 | COM |
| ABRDN SILVER ETF TRUST | 7000 | 473480 | PHYSCL SILVR SHS |
| VANGUARD INDEX FDS | 5344 | 472891 | REAL ESTATE ETF |
| DIGITAL RLTY TR INC | 3053 | 472329 | COM |
| EXPEDIA GROUP INC | 1655 | 468878 | COM NEW |
| MARATHON PETE CORP | 2865 | 465935 | COM |
| AUTONATION INC | 2225 | 459418 | COM |
| STATE STR CORP | 3545 | 457340 | COM |
| NORTHROP GRUMMAN CORP | 802 | 457308 | COM |
| BEST BUY INC | 6719 | 449703 | COM |
| VANECK ETF TRUST | 5232 | 448749 | GOLD MINERS ETF |
| SLB LIMITED | 11558 | 443612 | COM STK |
| MARKEL GROUP INC | 203 | 436379 | COM |
| APOLLO GLOBAL MGMT INC | 2981 | 431530 | COM |
| INTERNATIONAL FLAVORS&FRAGRA | 6390 | 430622 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 6250 | 427250 | SHS REP COM UT |
| WHITE MTNS INS GROUP LTD | 200 | 415606 | COM |
| AMERIPRISE FINL INC | 837 | 410415 | COM |
| BIO-TECHNE CORP | 6935 | 407848 | COM |
| INTERNATIONAL MNY EXPRESS IN | 26508 | 407163 | COM |
| DIMENSIONAL ETF TRUST | 10182 | 403105 | US CORE EQUITY 2 |
| ALLSTATE CORP | 1915 | 398607 | COM |
| JOHNSON CTLS INTL PLC | 3304 | 395654 | SHS |
| WEBSTER FINL CORP | 6224 | 391738 | COM |
| REPUBLIC SVCS INC | 1846 | 391222 | COM |
| RAYMOND JAMES FINL INC | 2428 | 389913 | COM |
| VANGUARD INDEX FDS | 1827 | 386940 | SM CP VAL ETF |
| SS&C TECHNOLOGIES HLDGS INC | 4410 | 385522 | COM |
| BIOGEN INC | 2142 | 376971 | COM |
| SENSIENT TECHNOLOGIES CORP | 4000 | 375800 | COM |
| CONSTELLATION ENERGY CORP | 1061 | 374819 | COM |
| VANGUARD INDEX FDS | 1755 | 367006 | EXTEND MKT ETF |
| AMEREN CORP | 3670 | 366486 | COM |
| AIR PRODS & CHEMS INC | 1482 | 366084 | COM |
| AMPLIFY ETF TR | 4360 | 350413 | AMPLIFY CYBERSEC |
| THE CIGNA GROUP | 1266 | 348442 | COM |
| J P MORGAN EXCHANGE TRADED F | 6785 | 342642 | MUNICIPAL ETF |
| GENERAL MLS INC | 7302 | 339543 | COM |
| DUPONT DE NEMOURS INC | 8348 | 335590 | COM |
| KKR & CO INC | 2602 | 331703 | COM |
| VANGUARD WHITEHALL FDS | 2223 | 319002 | HIGH DIV YLD |
| QUEST DIAGNOSTICS INC | 1786 | 309925 | COM |
| ISHARES TR | 951 | 307183 | RUS 2000 GRW ETF |
| BOSTON SCIENTIFIC CORP | 3210 | 306073 | COM |
| ISHARES TR | 2765 | 304841 | AGENCY BOND ETF |
| SYNOPSYS INC | 646 | 303439 | COM |
| ISHARES TR | 2830 | 303121 | NATIONAL MUN ETF |
| ISHARES TR | 2682 | 295530 | IBOXX INV CP ETF |
| ARCHER AVIATION INC | 38750 | 291400 | COM CL A |
| J P MORGAN EXCHANGE TRADED F | 5000 | 290600 | NASDAQ EQT PREM |
| HARTFORD INSURANCE GROUP INC | 2107 | 290345 | COM |
| QUANTA SVCS INC | 687 | 289955 | COM |
| COINBASE GLOBAL INC | 1277 | 288781 | COM CL A |
| ISHARES TR | 3491 | 287938 | CORE MSCI INTL |
| ZIMMER BIOMET HOLDINGS INC | 3174 | 285406 | COM |
| VULCAN MATLS CO | 1000 | 285220 | COM |
| SPOTIFY TECHNOLOGY S A | 486 | 282225 | SHS |
| SCHWAB STRATEGIC TR | 6186 | 279669 | FUNDAMENTAL INTL |
| CHART INDS INC | 1335 | 275317 | COM |
| INVESCO CURRENCYSHARES SWISS | 2450 | 273420 | SWISS FRANC |
| ENTERGY CORP NEW | 2924 | 270265 | COM |
| ISHARES TR | 2864 | 269675 | MSCI USA MIN VOL |
| HALOZYME THERAPEUTICS INC | 4000 | 269200 | COM |
| BROOKFIELD ASSET MANAGMT LTD | 5136 | 269075 | CL A LMT VTG SHS |
| PENTAIR PLC | 2579 | 268577 | SHS |
| ISHARES TR | 7000 | 268030 | CHINA LG-CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 2000 | 267933 | NEXT GEN CONNECT |
| HOLOGIC INC | 3465 | 258108 | COM |
| COREWEAVE INC | 3600 | 257796 | COM CL A |
| HENRY SCHEIN INC | 3399 | 256896 | COM |
| VANGUARD SCOTTSDALE FDS | 2101 | 255797 | VNG RUS1000GRW |
| RIOT PLATFORMS INC | 20000 | 253400 | COM |
| VANGUARD MALVERN FDS | 5071 | 250812 | STRM INFPROIDX |
| NUCOR CORP | 1486 | 242381 | COM |
| COLUMBIA BKG SYS INC | 8647 | 241684 | COM |
| BROOKFIELD INFRAST PARTNERS | 6896 | 239567 | LP INT UNIT |
| KENVUE INC | 13846 | 238843 | COM |
| ALNYLAM PHARMACEUTICALS INC | 600 | 238590 | COM |
| JOBY AVIATION INC | 17994 | 237521 | COMMON STOCK |
| SCHWAB STRATEGIC TR | 8523 | 229354 | US LRG CAP ETF |
| ISHARES INC | 2830 | 228494 | MSCI JAPAN ETF |
| VANGUARD WORLD FD | 788 | 226826 | HEALTH CAR ETF |
| EDWARDS LIFESCIENCES CORP | 2658 | 226594 | COM |
| GRACO INC | 2736 | 224270 | COM |
| CARLISLE COS INC | 700 | 223902 | COM |
| XYLEM INC | 1639 | 223199 | COM |
| SCHWAB STRATEGIC TR | 7317 | 220022 | US MID-CAP ETF |
| WILLIAMS SONOMA INC | 1230 | 219666 | COM |
| ROIVANT SCIENCES LTD | 10000 | 217000 | SHS |
| AT&T INC | 8710 | 216357 | COM |
| EQUITY RESIDENTIAL | 3421 | 215660 | SH BEN INT |
| ISHARES TR | 1760 | 210056 | 3 7 YR TREAS BD |
| WISDOMTREE TR | 4475 | 207148 | INDIA ERNGS FD |
| C H ROBINSON WORLDWIDE INC | 1280 | 205773 | COM NEW |
| ACME UTD CORP | 5100 | 205581 | COM |
| AGILENT TECHNOLOGIES INC | 1508 | 205194 | COM |
| FIRST SOLAR INC | 783 | 204543 | COM |
| KROGER CO | 3257 | 203497 | COM |
| ELEVANCE HEALTH INC FORMERLY | 579 | 202968 | COM |
| ISHARES TR | 3401 | 202938 | SELECT US REIT |
| METLIFE INC | 2570 | 202876 | COM |
| SCHWAB STRATEGIC TR | 7046 | 200671 | US SML CAP ETF |
| HAYMAKER ACQUISITION CORP IV | 16763 | 190763 | CLASS A |
| CALISA ACQUISITION CORP | 16590 | 173365 | UNIT 09/11/2030 |
| CENTURION ACQUISITION CORP | 15400 | 164010 | SHS CL A |
| LIONHEART HOLDINGS | 15100 | 160515 | SHS CL A |
| FIGX CAP ACQUISITION CORP. | 15940 | 160356 | USD CL A ORD SHS |
| STANDARD BIOTOOLS INC | 125000 | 160000 | COM |
| M3-BRIGADE ACQUISITION VI CO | 15999 | 159990 | ORD SHS CL A |
| LEGATO MERGER CORP III | 14300 | 155584 | ORD SHS |
| SABLE OFFSHORE CORP | 15750 | 142065 | COM SHS |
| TWELVE SEAS INVT CO III | 13610 | 135419 | UNIT 11/21/2030 |
| SOUNDHOUND AI INC | 13200 | 131604 | CLASS A COM |
| MCKINLEY ACQUISITION CORP | 12910 | 128713 | SHS CL A |
| FERMI INC | 15000 | 120000 | COM |
| INDIGO ACQUISITION CORP | 10730 | 107622 | ORD SHS |
| CARTESIAN GROWTH CORP III | 10100 | 103979 | COM CL A |
| BLUE RIDGE BANKSHARES INC VA | 20000 | 85400 | COM |
| AURORA INNOVATION INC | 12000 | 46080 | CLASS A COM |
| PLUG POWER INC | 20000 | 39400 | COM NEW |
| MACROGENICS INC | 17543 | 28244 | COM |
| CHEGG INC | 13688 | 12730 | COM |
| CAYSON ACQUISITION CORP | 13000 | 2964 | RIGHT 99/99/9999 |
| MCKINLEY ACQUISITION CORP | 12910 | 1677 | RIGHT 07/25/2030 |
| IB ACQUISITION CORP | 19576 | 1535 | RIGHT 03/28/2026 |
| INDIGO ACQUISITION CORP | 10730 | 1395 | RIGHT 04/02/2027 |
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