EVOLVE PRIVATE WEALTH, 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, EVOLVE PRIVATE WEALTH, LLC held in its portfolio 500 assets valued at $1,687,185,897 (i.e. $1.69B).
The most valuable assets in the portfolio included: APPLE INC ($73.56M), ISHARES TR ($65.73M), and NVIDIA CORPORATION ($46.66M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
EVOLVE PRIVATE WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 270573 | 73557879 | COM |
| ISHARES TR | 654830 | 65731856 | 0-3 MNTH TREASRY |
| NVIDIA CORPORATION | 250212 | 46664445 | COM |
| ISHARES TR | 442250 | 44171894 | CORE US AGGBD ET |
| HARTFORD FDS EXCHANGE TRADED | 1269349 | 43661646 | TOTAL RTRN ETF |
| PIMCO ETF TR | 466565 | 43614492 | ACTIVE BD ETF |
| VANGUARD BD INDEX FDS | 577473 | 42773452 | TOTAL BND MRKT |
| MICROSOFT CORP | 77948 | 37697148 | COM |
| ALPHABET INC | 89759 | 28094535 | CAP STK CL A |
| ISHARES TR | 616511 | 25572867 | INTERNATIONAL SL |
| AMAZON COM INC | 102764 | 23720097 | COM |
| ISHARES GOLD TR | 260335 | 21131351 | ISHARES NEW |
| ISHARES INC | 349393 | 20212394 | EMNG MKTS EQT |
| BROADCOM INC | 58069 | 20097716 | COM |
| CAPITAL GRP FIXED INCM ETF T | 761301 | 17235860 | CORE PLUS INCM |
| META PLATFORMS INC | 25855 | 17066744 | CL A |
| TESLA INC | 37552 | 16887837 | COM |
| JPMORGAN CHASE & CO. | 49545 | 15964332 | COM |
| ALPHABET INC | 42385 | 13300406 | CAP STK CL C |
| GENERAL MTRS CO | 160195 | 13027097 | COM |
| PIMCO EQUITY SER | 550070 | 12757763 | RAFI DYN EMERG |
| ISHARES TR | 149061 | 11161667 | US SML CAP EQT |
| CAPITAL ONE FINL CORP | 43646 | 10578130 | COM |
| ISHARES INC | 149285 | 10034966 | CORE MSCI EMKT |
| WALMART INC | 88221 | 9828712 | COM |
| SPDR SERIES TRUST | 169935 | 9534906 | STATE STREET SPD |
| BERKSHIRE HATHAWAY INC DEL | 18752 | 9425477 | CL B NEW |
| VANGUARD INDEX FDS | 27965 | 9375906 | TOTAL STK MKT |
| INTERNATIONAL BUSINESS MACHS | 30038 | 8897621 | COM |
| JOHNSON & JOHNSON | 40890 | 8462088 | COM |
| ISHARES TR | 121259 | 8418982 | U S EQUITY FACTR |
| EXXON MOBIL CORP | 67149 | 8080684 | COM |
| COSTCO WHSL CORP NEW | 9240 | 7967780 | COM |
| AMERICAN EXPRESS CO | 19667 | 7275634 | COM |
| LAM RESEARCH CORP | 41550 | 7123304 | COM NEW |
| CAPITAL GROUP GROWTH ETF | 156938 | 6979043 | SHS CREATION UNI |
| KLA CORP | 5649 | 6864266 | COM NEW |
| COCA COLA CO | 97820 | 6838564 | COM |
| UNITED THERAPEUTICS CORP DEL | 14020 | 6831245 | COM |
| SYNCHRONY FINANCIAL | 80034 | 6677277 | COM |
| JABIL INC | 29208 | 6660058 | COM |
| CATERPILLAR INC | 11415 | 6539585 | COM |
| MERCK & CO INC | 60015 | 6368273 | COM |
| CISCO SYS INC | 81676 | 6291487 | COM |
| GUESS INC | 362018 | 6063802 | COM |
| SCHWAB STRATEGIC TR | 228456 | 6051788 | US TIPS ETF |
| 2023 ETF SERIES TRUST | 149665 | 6007565 | BRANDES INTERNAT |
| ELI LILLY & CO | 5464 | 5872529 | COM |
| SPDR S&P 500 ETF TR | 8400 | 5744518 | TR UNIT |
| VISTRA CORP | 35417 | 5713753 | COM |
| BRISTOL-MYERS SQUIBB CO | 102238 | 5514698 | COM |
| INVESCO QQQ TR | 8826 | 5421980 | UNIT SER 1 |
| ABBOTT LABS | 42280 | 5297286 | COM |
| STIFEL FINL CORP | 42180 | 5281820 | COM |
| SCHWAB CHARLES CORP | 52153 | 5210650 | COM |
| AXIS CAP HLDGS LTD | 48278 | 5191290 | SHS |
| SALESFORCE INC | 18786 | 4984470 | COM |
| OLD REP INTL CORP | 108844 | 4967646 | COM |
| VANGUARD WORLD FD | 6551 | 4938013 | INF TECH ETF |
| DELTA AIR LINES INC DEL | 70822 | 4915079 | COM NEW |
| QUALCOMM INC | 28089 | 4804669 | COM |
| D R HORTON INC | 32427 | 4670394 | COM |
| ALLISON TRANSMISSION HLDGS I | 46717 | 4573586 | COM |
| ISHARES TR | 6601 | 4521011 | CORE S&P500 ETF |
| TOLL BROTHERS INC | 33260 | 4497396 | COM |
| UNITED AIRLS HLDGS INC | 38525 | 4307866 | COM |
| ORACLE CORP | 21880 | 4264719 | COM |
| ISHARES TR | 112643 | 4252271 | INTL EQTY FACTOR |
| CVS HEALTH CORP | 53142 | 4217349 | COM |
| PIMCO EQUITY SER | 107324 | 4159418 | RAFI DYN MULTI |
| HEWLETT PACKARD ENTERPRISE C | 171474 | 4143281 | COM |
| AUTONATION INC | 19743 | 4076535 | COM |
| ACUITY INC | 11307 | 4071006 | COM |
| WISDOMTREE TR | 79306 | 4065218 | US MULTIFACTOR |
| PEPSICO INC | 27847 | 4036086 | COM |
| ALTRIA GROUP INC | 68029 | 3994738 | COM |
| CAPITAL GROUP INTL FOCUS EQT | 133298 | 3938951 | SHS CREATION UNI |
| SNAP ON INC | 11424 | 3936819 | COM |
| FOX CORP | 57729 | 3748329 | CL B COM |
| PALANTIR TECHNOLOGIES INC | 20601 | 3661828 | CL A |
| HCA HEALTHCARE INC | 7821 | 3651410 | COM |
| VERIZON COMMUNICATIONS INC | 87530 | 3565114 | COM |
| BARCLAYS PLC | 138559 | 3526335 | ADR |
| NRG ENERGY INC | 21852 | 3479744 | COM NEW |
| FIRST TR EXCH TRADED FD III | 187861 | 3422831 | PFD SECS INC ETF |
| CHUBB LIMITED | 10886 | 3408268 | COM |
| KROGER CO | 54412 | 3399691 | COM |
| WILLIAMS SONOMA INC | 19035 | 3399505 | COM |
| BOYD GAMING CORP | 39534 | 3377033 | COM |
| HOWMET AEROSPACE INC | 16346 | 3351272 | COM |
| MGIC INVT CORP WIS | 113707 | 3322527 | COM |
| CENCORA INC | 9819 | 3316367 | COM |
| ARCH CAP GROUP LTD | 33834 | 3245396 | ORD |
| GE AEROSPACE | 10482 | 3232571 | COM NEW |
| METLIFE INC | 40298 | 3181086 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 10421 | 3174960 | SPONSORED ADS |
| UNITEDHEALTH GROUP INC | 9603 | 3169892 | COM |
| VANGUARD WHITEHALL FDS | 22046 | 3164103 | HIGH DIV YLD |
| GILEAD SCIENCES INC | 25666 | 3150293 | COM |
| T-MOBILE US INC | 14998 | 3045258 | COM |
| JONES LANG LASALLE INC | 9039 | 3041436 | COM |
| MONOLITHIC PWR SYS INC | 3314 | 3008929 | COM |
| VANGUARD INDEX FDS | 4790 | 3003723 | S&P 500 ETF SHS |
| GABELLI DIVID & INCOME TR | 107225 | 2977638 | COM |
| SRH TOTAL RETURN FUND INC | 159690 | 2960661 | COM |
| VANGUARD WHITEHALL FDS | 32792 | 2951302 | INTL HIGH ETF |
| SIMON PPTY GROUP INC NEW | 15804 | 2925395 | COM |
| ADT INC DEL | 348522 | 2832128 | COM |
| NOVARTIS AG | 20505 | 2827024 | SPONSORED ADR |
| BANK AMERICA CORP | 51334 | 2823368 | COM |
| INTEL CORP | 76013 | 2804880 | COM |
| ABBVIE INC | 11882 | 2715003 | COM |
| PG&E CORP | 167887 | 2706338 | COM |
| PULTE GROUP INC | 22904 | 2691651 | COM |
| UGI CORP NEW | 71074 | 2687062 | COM |
| CENTENE CORP DEL | 64624 | 2659278 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 31830 | 2641873 | CL A |
| CITIGROUP INC | 22497 | 2625149 | COM NEW |
| COCA COLA CONS INC | 17124 | 2625049 | COM |
| MICRON TECHNOLOGY INC | 9131 | 2607030 | COM |
| ISHARES TR | 12896 | 2575073 | U.S. TECH ETF |
| CENTRAL SECS CORP | 49712 | 2520896 | COM |
| NETAPP INC | 23430 | 2509068 | COM |
| FLEX LTD | 41417 | 2502415 | ORD |
| ATLASSIAN CORPORATION | 15241 | 2471176 | CL A |
| EDISON INTL | 40865 | 2452717 | COM |
| EBAY INC. | 27884 | 2428716 | COM |
| MASTERCARD INCORPORATED | 4249 | 2425699 | CL A |
| SAP SE | 9786 | 2377197 | SPON ADR |
| GENERAL AMERN INVS CO INC | 40404 | 2372927 | COM |
| NATWEST GROUP PLC | 135374 | 2369045 | SPONS ADR |
| NETFLIX INC | 24948 | 2339121 | COM |
| RAYMOND JAMES FINL INC | 14487 | 2326407 | COM |
| LEIDOS HOLDINGS INC | 12889 | 2325226 | COM |
| PNC FINL SVCS GROUP INC | 11017 | 2299638 | COM |
| GENPACT LIMITED | 48565 | 2271870 | SHS |
| WILLIAMS COS INC | 37756 | 2269490 | COM |
| VIRTUS DIVIDEND INTEREST & P | 173050 | 2230615 | COM |
| RELIANCE INC | 7713 | 2227953 | COM |
| CHEVRON CORP NEW | 14450 | 2202357 | COM |
| FEDEX CORP | 7532 | 2186611 | COM |
| UNITED PARCEL SERVICE INC | 22039 | 2186048 | CL B |
| GOLDMAN SACHS GROUP INC | 2486 | 2185227 | COM |
| EMCOR GROUP INC | 3531 | 2160250 | COM |
| ASML HOLDING N V | 2019 | 2160107 | N Y REGISTRY SHS |
| TTM TECHNOLOGIES INC | 31138 | 2148539 | COM |
| ARISTA NETWORKS INC | 16346 | 2141816 | COM SHS |
| DIMENSIONAL ETF TRUST | 64450 | 2122983 | INTL SMALL CAP E |
| HUNT J B TRANS SVCS INC | 10865 | 2111504 | COM |
| ENVISTA HOLDINGS CORPORATION | 96957 | 2104936 | COM |
| MEDPACE HLDGS INC | 3725 | 2092146 | COM |
| TJX COS INC NEW | 13405 | 2059084 | COM |
| DIMENSIONAL ETF TRUST | 63200 | 2058424 | EMGR CRE EQT MNG |
| VISA INC | 5846 | 2050291 | COM CL A |
| TAPESTRY INC | 15929 | 2035236 | COM |
| VIRTUS EQUITY & CONV INCM FD | 79712 | 2028352 | COM |
| TRI CONTL CORP | 61594 | 2011660 | COM |
| ABRDN TOTAL DYNAMIC DIVIDEND | 204002 | 2009424 | COM SH BEN INT |
| EXPEDIA GROUP INC | 7088 | 2008240 | COM NEW |
| SPDR DOW JONES INDL AVERAGE | 4153 | 2000404 | UT SER 1 |
| MITSUBISHI UFJ FINL GROUP IN | 125844 | 1995890 | SPONSORED ADS |
| COMFORT SYS USA INC | 2135 | 1992598 | COM |
| INVESCO EXCHANGE TRADED FD T | 10374 | 1987243 | S&P500 EQL WGT |
| MUELLER INDS INC | 17192 | 1973631 | COM |
| MORGAN STANLEY | 11053 | 1962321 | COM NEW |
| HOME DEPOT INC | 5618 | 1933283 | COM |
| ADAMS DIVERSIFIED EQUITY FD | 82802 | 1930949 | COM |
| EXELIXIS INC | 44052 | 1930799 | COM |
| GENERAL DYNAMICS CORP | 5728 | 1928251 | COM |
| GSK PLC | 38802 | 1919386 | SPONSORED ADR |
| TORTOISE ENERGY INFRA CORP | 45988 | 1880898 | COM |
| ZOOM COMMUNICATIONS INC | 21507 | 1855839 | CL A |
| ARCELORMITTAL SA LUXEMBOURG | 40626 | 1851310 | NY REGISTRY SH |
| RTX CORPORATION | 10076 | 1847957 | COM |
| AIRBNB INC | 13549 | 1838870 | COM CL A |
| MORGAN STANLEY ETF TRUST | 25634 | 1827704 | CALVERT INTERNAT |
| ABRDN GLOBAL INFRA INCOME FU | 80669 | 1820696 | COM SHS BEN INT |
| ACCENTURE PLC IRELAND | 6768 | 1815854 | SHS CLASS A |
| ADVANCED MICRO DEVICES INC | 8466 | 1813099 | COM |
| SNOWFLAKE INC | 8186 | 1795681 | COM SHS |
| ROYCE SMALL CAP TRUST INC | 111350 | 1792735 | COM |
| WISDOMTREE TR | 38162 | 1785316 | EMER MKT HIGH FD |
| ISHARES TR | 31045 | 1783846 | CALIF MUN BD ETF |
| DISNEY WALT CO | 15506 | 1775444 | COM |
| INCYTE CORP | 17747 | 1752871 | COM |
| ILLUMINA INC | 13233 | 1735602 | COM |
| 3M CO | 10819 | 1732068 | COM |
| GABELLI HLTHCARE & WELLNESS | 178787 | 1721719 | SHS |
| HUT 8 CORP | 37105 | 1704604 | COM |
| PALO ALTO NETWORKS INC | 9232 | 1700612 | COM |
| THORNBURG INCM BUILDER OPP T | 83818 | 1693473 | COM |
| BOOKING HOLDINGS INC | 316 | 1692375 | COM |
| PROCTER AND GAMBLE CO | 11773 | 1687218 | COM |
| HSBC HLDGS PLC | 21186 | 1666713 | SPON ADR NEW |
| MORGAN STANLEY ETF TRUST | 19343 | 1629452 | CALVERT US LARCP |
| TENET HEALTHCARE CORP | 8092 | 1608042 | COM NEW |
| SHELL PLC | 21831 | 1604174 | SPON ADS |
| VERISIGN INC | 6592 | 1601526 | COM |
| NEUBERGER NEXT GENERATION | 110625 | 1597425 | COMMON STOCK |
| BLACKROCK ESG CAP ALLC TERM | 103309 | 1588892 | SHS BEN INT |
| REGENERON PHARMACEUTICALS | 2028 | 1565352 | COM |
| AMGEN INC | 4771 | 1561674 | COM |
| ROBLOX CORP | 19154 | 1552049 | CL A |
| TECHNIPFMC PLC | 34652 | 1544093 | COM |
| VULCAN MATLS CO | 5321 | 1517656 | COM |
| MIZUHO FINANCIAL GROUP INC | 205383 | 1503404 | SPONSORED ADR |
| LOCKHEED MARTIN CORP | 3064 | 1482094 | COM |
| KINDER MORGAN INC DEL | 53774 | 1478252 | COM |
| AON PLC | 4180 | 1475002 | SHS CL A |
| EATON CORP PLC | 4627 | 1473793 | SHS |
| BLACKROCK INC | 1366 | 1462095 | COM |
| MEDTRONIC PLC | 15050 | 1456386 | SHS |
| AMERICAN ELEC PWR CO INC | 12562 | 1448524 | COM |
| PHILIP MORRIS INTL INC | 8902 | 1440920 | COM |
| VANGUARD INDEX FDS | 4571 | 1438951 | LARGE CAP ETF |
| ABRDN HEALTHCARE OPPORTUNITI | 74382 | 1436324 | SHS |
| STERLING INFRASTRUCTURE INC | 4652 | 1424582 | COM |
| MANULIFE FINL CORP | 39256 | 1424208 | COM |
| GE VERNOVA INC | 2169 | 1417595 | COM |
| BLACKROCK CAP ALLOCATION TER | 99077 | 1402930 | COM |
| MARKETAXESS HLDGS INC | 7738 | 1402513 | COM |
| ISHARES TR | 9986 | 1391499 | ESG OPTIMIZED |
| NATERA INC | 6065 | 1389431 | COM |
| GLOBE LIFE INC | 9880 | 1381847 | COM |
| IQVIA HLDGS INC | 6100 | 1375001 | COM |
| CME GROUP INC | 5032 | 1374139 | COM |
| ISHARES TR | 29572 | 1359721 | ESG AWARE MSCI |
| TOTAL RETURN SECURITIES FUND | 217896 | 1355313 | COM |
| MCDONALDS CORP | 4382 | 1339314 | COM |
| ING GROEP N.V. | 46955 | 1314731 | SPONSORED ADR |
| RALPH LAUREN CORP | 3704 | 1313096 | CL A |
| SPROTT FOCUS TR INC | 150916 | 1309951 | COM |
| NUVEEN VRIABL RAT PFD & INM | 68705 | 1307456 | COM |
| BLACKROCK SCIENCE & TECHNOLO | 57466 | 1299306 | SHS BEN INT |
| INTERDIGITAL INC | 4043 | 1287304 | COM |
| SELECT SECTOR SPDR TR | 8932 | 1285940 | STATE STREET TEC |
| CSX CORP | 35222 | 1276798 | COM |
| PGIM SHORT DUR HIG YLD OPP F | 77044 | 1275695 | COM |
| PHILLIPS 66 | 9847 | 1270657 | COM |
| TRUIST FINL CORP | 25722 | 1265796 | COM |
| MARATHON PETE CORP | 7762 | 1262334 | COM |
| TARGET CORP | 12897 | 1260682 | COM |
| WELLS FARGO CO NEW | 13518 | 1259917 | COM |
| OPEN TEXT CORP | 38475 | 1253529 | COM |
| SERVICENOW INC | 8122 | 1244209 | COM |
| NYLI CBRE GBL INFR MEGTRNDS | 90284 | 1242308 | COM |
| RYANAIR HOLDINGS PLC | 17181 | 1240265 | SPONSORED ADR |
| XCEL ENERGY INC | 16576 | 1233773 | COM |
| LAS VEGAS SANDS CORP | 18808 | 1224240 | COM |
| BRITISH AMERN TOB PLC | 21335 | 1223931 | SPONSORED ADR |
| ROYCE MICRO-CAP TR INC | 116848 | 1218725 | COM |
| BLACKSTONE INC | 7899 | 1217597 | COM |
| SPDR GOLD TR | 3023 | 1198045 | GOLD SHS |
| FACTSET RESH SYS INC | 4096 | 1188618 | COM |
| CHIPOTLE MEXICAN GRILL INC | 32123 | 1188551 | COM |
| BANK AMERICA CORP | 933 | 1185027 | 7.25%CNV PFD L |
| ROBINHOOD MKTS INC | 10446 | 1181448 | COM CL A |
| ASA GOLD AND PRECIOUS MTLS L | 19736 | 1177647 | SHS |
| WESTERN DIGITAL CORP | 6793 | 1170230 | COM |
| BLACKROCK ENHANCED GLOBAL DI | 98626 | 1154910 | COM |
| CIENA CORP | 4879 | 1141052 | COM NEW |
| AXOS FINANCIAL INC | 12906 | 1111981 | COM |
| PRUDENTIAL FINL INC | 9816 | 1108030 | COM |
| ENCOMPASS HEALTH CORP | 10423 | 1106332 | COM |
| BLACKROCK HEALTH SCIENCES TE | 73330 | 1103617 | COM SHS |
| TEXTRON INC | 12650 | 1102945 | COM |
| LYFT INC | 56787 | 1099964 | CL A COM |
| NEUROCRINE BIOSCIENCES INC | 7680 | 1089254 | COM |
| ABRDN HEALTHCARE INVESTORS | 57013 | 1079827 | SH BEN INT |
| ISHARES TR | 10077 | 1079347 | NATIONAL MUN ETF |
| STARBUCKS CORP | 12817 | 1079320 | COM |
| NATIONAL FUEL GAS CO | 13322 | 1073652 | COM |
| DANAHER CORPORATION | 4666 | 1069625 | COM |
| CROWN HLDGS INC | 10385 | 1069360 | COM |
| BECTON DICKINSON & CO | 5510 | 1069326 | COM |
| WELLS FARGO CO NEW | 879 | 1065497 | PERP PFD CNV A |
| HARTFORD FDS EXCHANGE TRADED | 27054 | 1061819 | MUN OPORTUNITE |
| SANOFI SA | 21858 | 1059239 | SPONSORED ADR |
| HUBSPOT INC | 2630 | 1055419 | COM |
| DRAFTKINGS INC NEW | 30588 | 1054062 | COM CL A |
| GABELLI GLOBAL SMALL & MID C | 70004 | 1050060 | COM |
| WELLTOWER INC | 5616 | 1042386 | COM |
| NEWMONT CORP | 10376 | 1036044 | COM |
| MILLICOM INTL CELLULAR S A | 18667 | 1034873 | COM STK |
| BARRICK MNG CORP | 23733 | 1033572 | COM SHS |
| IMPERIAL OIL LTD | 11851 | 1028733 | COM NEW |
| COLLEGIUM PHARMACEUTICAL INC | 22207 | 1028184 | COM |
| KEURIG DR PEPPER INC | 36680 | 1027383 | COM |
| AUTODESK INC | 3468 | 1026515 | COM |
| EMERSON ELEC CO | 7704 | 1022529 | COM |
| FREEPORT-MCMORAN INC | 20096 | 1020687 | CL B |
| CITIZENS FINL GROUP INC | 17440 | 1018680 | COM |
| BEST BUY INC | 15029 | 1018482 | COM |
| CALAMOS LNG SHR EQT DYNAMIC | 68360 | 1008994 | COM |
| COMCAST CORP NEW | 33517 | 1001837 | CL A |
| ISHARES TR | 9607 | 999512 | MORNINGSTAR GRWT |
| US BANCORP DEL | 18219 | 981640 | COM NEW |
| AFFILIATED MANAGERS GROUP IN | 3399 | 979864 | COM |
| SUNCOR ENERGY INC NEW | 22065 | 978811 | COM |
| VERTIV HOLDINGS CO | 6015 | 974490 | COM CL A |
| AT&T INC | 39204 | 973829 | COM |
| UBER TECHNOLOGIES INC | 11813 | 965205 | COM |
| ADOBE INC | 2750 | 962473 | COM |
| AGILENT TECHNOLOGIES INC | 7051 | 959430 | COM |
| COLUMBIA BKG SYS INC | 34215 | 956322 | COM |
| ECOLAB INC | 3632 | 956277 | COM |
| TAYLOR MORRISON HOME CORP | 16160 | 951339 | COM |
| SUN LIFE FINANCIAL INC. | 15182 | 947368 | COM |
| AMERICAN TOWER CORP NEW | 5318 | 942562 | COM |
| HONEYWELL INTL INC | 4831 | 942480 | COM |
| ULTA BEAUTY INC | 1552 | 938976 | COM |
| UNIVERSAL HLTH SVCS INC | 4275 | 932062 | CL B |
| IES HLDGS INC | 2394 | 931314 | COM |
| S&P GLOBAL INC | 1776 | 928120 | COM |
| NOV INC | 59249 | 926059 | COM |
| FORTINET INC | 11655 | 925524 | COM |
| LINDE PLC | 2165 | 923134 | SHS |
| DEVON ENERGY CORP NEW | 25198 | 923003 | COM |
| DOVER CORP | 4702 | 918018 | COM |
| COREBRIDGE FINL INC | 30409 | 917440 | COM |
| TEXAS ROADHOUSE INC | 5513 | 915158 | COM |
| TAIWAN FD INC | 17122 | 914620 | COM |
| ONEOK INC NEW | 12430 | 913606 | COM |
| ADTALEM GLOBAL ED INC | 8822 | 912812 | COM |
| AMPHENOL CORP NEW | 6733 | 911595 | CL A |
| MCKESSON CORP | 1101 | 904026 | COM |
| ROPER TECHNOLOGIES INC | 2030 | 903614 | COM |
| ISHARES TR | 3657 | 900207 | RUSSELL 2000 ETF |
| FRANKLIN UNVL TR | 112381 | 899048 | SH BEN INT |
| CUMMINS INC | 1753 | 894921 | COM |
| HF SINCLAIR CORP | 19370 | 892570 | COM |
| GRANITE CONSTR INC | 7686 | 887610 | COM |
| CATHAY GEN BANCORP | 18218 | 881577 | COM |
| APPLOVIN CORP | 1307 | 880683 | COM CL A |
| REXFORD INDL RLTY INC | 22458 | 879231 | COM |
| PROSPERITY BANCSHARES INC | 12579 | 876984 | COM |
| SANDISK CORP | 3685 | 874745 | COM |
| ANALOG DEVICES INC | 3214 | 871652 | COM |
| TORTOISE CAPITAL SERIES TRUS | 42532 | 869685 | ESSENTIAL ENERGY |
| BANK OZK LITTLE ROCK ARK | 18814 | 865798 | COM |
| PRINCIPAL FINANCIAL GROUP IN | 9775 | 862253 | COM |
| EXACT SCIENCES CORP | 8471 | 860315 | COM |
| CNO FINL GROUP INC | 20234 | 859333 | COM |
| ELASTIC N V | 11366 | 857451 | ORD SHS |
| AFLAC INC | 7762 | 855916 | COM |
| NUCOR CORP | 5217 | 853866 | COM |
| NEXTERA ENERGY INC | 10617 | 852333 | COM |
| PROLOGIS INC. | 6665 | 850909 | COM |
| APA CORPORATION | 34716 | 849142 | COM |
| BLACKROCK RES & COMMODITIES | 77098 | 846536 | SHS |
| CLOUGH GLOBAL OPPORTUNITIES | 147528 | 835008 | SH BEN INT |
| ISHARES TR | 12638 | 834108 | CORE S&P MCP ETF |
| WESCO INTL INC | 3396 | 830847 | COM |
| LAMAR ADVERTISING CO NEW | 6532 | 826811 | CL A |
| ADEIA INC | 47498 | 819344 | COM |
| JOHNSON CTLS INTL PLC | 6817 | 819065 | SHS |
| GARTNER INC | 3241 | 817639 | COM |
| LOWES COS INC | 3387 | 816809 | COM |
| PROGRESSIVE CORP | 3568 | 812506 | COM |
| ELLSWORTH GROWTH & INCOME FD | 69771 | 811437 | COM |
| OMNICOM GROUP INC | 9839 | 802348 | COM |
| NEXSTAR MEDIA GROUP INC | 3941 | 800249 | COMMON STOCK |
| BOEING CO | 3674 | 797699 | COM |
| MATSON INC | 6404 | 791181 | COM |
| MASTEC INC | 3620 | 786879 | COM |
| INTUIT | 1185 | 785015 | COM |
| NMI HLDGS INC | 19223 | 784106 | COM |
| ABRDN EMERGING MARKETS EX CH | 109043 | 782929 | COM |
| ISHARES TR | 11646 | 781829 | MSCI ACWI EX US |
| PFIZER INC | 31370 | 781115 | COM |
| AMETEK INC | 3797 | 779562 | COM |
| DOLLAR GEN CORP NEW | 5861 | 778165 | COM |
| ASSURED GUARANTY LTD | 8656 | 777930 | COM |
| JACKSON FINANCIAL INC | 7292 | 777705 | COM CL A |
| BLACKROCK MUN TARGET TERM TR | 34009 | 776085 | COM SHS BEN IN |
| AGNICO EAGLE MINES LTD | 4550 | 771361 | COM |
| CIRRUS LOGIC INC | 6429 | 761837 | COM |
| THE CIGNA GROUP | 2741 | 754405 | COM |
| CROWDSTRIKE HLDGS INC | 1607 | 753394 | CL A |
| EPR PPTYS | 15005 | 753193 | COM SH BEN INT |
| NUVEEN MULTI ASSET INCOME FU | 57581 | 750856 | COM |
| TERADYNE INC | 3846 | 744432 | COM |
| MARTIN MARIETTA MATLS INC | 1193 | 742833 | COM |
| MATCH GROUP INC NEW | 22992 | 742412 | COM |
| VALERO ENERGY CORP | 4546 | 740043 | COM |
| ISHARES TR | 4961 | 739090 | ESG AWR MSCI USA |
| TEXAS INSTRS INC | 4250 | 737333 | COM |
| THERMO FISHER SCIENTIFIC INC | 1270 | 736671 | COM |
| MANHATTAN ASSOCIATES INC | 4244 | 735528 | COM |
| NUTANIX INC | 14172 | 732551 | CL A |
| APPLIED INDL TECHNOLOGIES IN | 2849 | 731585 | COM |
| FEDERAL RLTY INVT TR NEW | 7220 | 727776 | SH BEN INT NEW |
| ENSIGN GROUP INC | 4167 | 726171 | COM |
| TYSON FOODS INC | 12336 | 723136 | CL A |
| VANGUARD SCOTTSDALE FDS | 9012 | 718535 | SHRT TRM CORP BD |
| ISHARES TR | 5977 | 718316 | CORE S&P SCP ETF |
| CARMAX INC | 18490 | 714454 | COM |
| VANGUARD INDEX FDS | 1464 | 714227 | GROWTH ETF |
| FIRST TR EXCHANGE-TRADED FD | 15439 | 711429 | SHS |
| PRINCIPAL REAL ESTATE INCOME | 70891 | 709619 | SHS BEN INT |
| ALNYLAM PHARMACEUTICALS INC | 1783 | 709010 | COM |
| EVERGY INC | 9759 | 707430 | COM |
| WOLVERINE WORLD WIDE INC | 38625 | 701047 | COM |
| VEEVA SYS INC | 3127 | 698040 | CL A COM |
| OLD NATL BANCORP IND | 31264 | 697510 | COM |
| HANMI FINL CORP | 25435 | 687512 | COM NEW |
| LINCOLN ELEC HLDGS INC | 2859 | 687389 | COM |
| WABTEC | 3212 | 685601 | COM |
| INVESCO EXCH TRADED FD TR II | 2695 | 681619 | NASDAQ 100 ETF |
| STRYKER CORPORATION | 1926 | 678631 | COM |
| MAXIMUS INC | 7830 | 675886 | COM |
| HUNTINGTON INGALLS INDS INC | 1987 | 675719 | COM |
| TRAVELERS COMPANIES INC | 2329 | 675550 | COM |
| RAMBUS INC DEL | 7339 | 674381 | COM |
| FIDELITY NATIONAL FINANCIAL | 12202 | 666107 | COM SHS |
| PAYPAL HLDGS INC | 11389 | 664890 | COM |
| VANGUARD SCOTTSDALE FDS | 7920 | 663319 | INT-TERM CORP |
| MONSTER BEVERAGE CORP NEW | 8641 | 662505 | COM |
| BORGWARNER INC | 14668 | 660940 | COM |
| ILLINOIS TOOL WKS INC | 2662 | 660197 | COM |
| LAZARD GLOBAL TOTAL RETURN & | 37833 | 659808 | COM |
| INVESCO EXCH TRADED FD TR II | 5747 | 658032 | S&P 500 REVENUE |
| BREAD FINANCIAL HOLDINGS INC | 8858 | 655753 | COM |
| COPT DEFENSE PROPERTIES | 23318 | 655354 | SHS BEN INT |
| CATALYST PHARMACEUTICALS INC | 27992 | 653333 | COM |
| ALIGN TECHNOLOGY INC | 4165 | 650365 | COM |
| FIRST HAWAIIAN INC | 25699 | 650182 | COM |
| ENTERPRISE PRODS PARTNERS L | 20274 | 649984 | COM |
| BELDEN INC | 5561 | 648419 | COM |
| VENTAS INC | 8323 | 648029 | COM |
| WASTE CONNECTIONS INC | 3694 | 647779 | COM |
| ISHARES TR | 7190 | 643240 | CORE MSCI EAFE |
| TRAVEL PLUS LEISURE CO | 9114 | 642810 | COM |
| CONOCOPHILLIPS | 6855 | 641697 | COM |
| JAPAN SMALLER CAPITALIZATION | 57890 | 641421 | COM |
| VALLEY NATL BANCORP | 54382 | 641164 | COM |
| AUTOMATIC DATA PROCESSING IN | 2473 | 640200 | COM |
| STERIS PLC | 2509 | 636082 | SHS USD |
| FRONTDOOR INC | 11000 | 634590 | COM |
| ISHARES INC | 14345 | 633619 | ESG AWR MSCI EM |
| WW GRAINGER INC | 624 | 629647 | COM |
| PEDIATRIX MEDICAL GROUP INC | 29382 | 628481 | COM |
| BEL FUSE INC | 3703 | 628140 | CL B |
| ISHARES TR | 6526 | 626671 | MSCI EAFE ETF |
| CORNING INC | 7137 | 624916 | COM |
| WEC ENERGY GROUP INC | 5913 | 623585 | COM |
| ZIONS BANCORPORATION N A | 10649 | 623392 | COM |
| SS&C TECHNOLOGIES HLDGS INC | 7096 | 620332 | COM |
| HASBRO INC | 7553 | 619346 | COM |
| TRANE TECHNOLOGIES PLC | 1587 | 617660 | SHS |
| HOST HOTELS & RESORTS INC | 34121 | 616924 | COM |
| GENERAL MLS INC | 13210 | 614265 | COM |
| ROSS STORES INC | 3408 | 613917 | COM |
| G III APPAREL GROUP LTD | 21047 | 609523 | COM |
| ATMOS ENERGY CORP | 3626 | 607826 | COM |
| ISHARES TR | 12679 | 606690 | ESG AWR US AGRGT |
| VERALTO CORP | 6063 | 605754 | COM SHS |
| BERKLEY W R CORP | 8635 | 605486 | COM |
| NASDAQ INC | 6207 | 602886 | COM |
| ADDUS HOMECARE CORP | 5598 | 601169 | COM |
| HALLIBURTON CO | 21225 | 599819 | COM |
| PARKER-HANNIFIN CORP | 681 | 598626 | COM |
| ISHARES TR | 10883 | 595409 | MSCI EMG MKT ETF |
| ASTRAZENECA PLC | 6474 | 595198 | SPONSORED ADR |
| MONGODB INC | 1407 | 590504 | CL A |
| COLGATE PALMOLIVE CO | 7468 | 590121 | COM |
| ROKU INC | 5439 | 590077 | COM CL A |
| INNOVEX INTERNATIONAL INC | 26915 | 588631 | COM |
| TWILIO INC | 4127 | 587024 | CL A |
| RUSH ENTERPRISES INC | 10853 | 585420 | CL A |
| NEW YORK TIMES CO | 8416 | 584239 | CL A |
| ALLSTATE CORP | 2792 | 583936 | COM |
| INTERNATIONAL FLAVORS&FRAGRA | 8599 | 582928 | COM |
| EDWARDS LIFESCIENCES CORP | 6836 | 582769 | COM |
| COMMSCOPE HLDG CO INC | 31919 | 578691 | COM |
| ELEVANCE HEALTH INC FORMERLY | 1648 | 577706 | COM |
| TRIMBLE INC | 7355 | 576264 | COM |
| COPART INC | 14692 | 575192 | COM |
| TRI POINTE HOMES INC | 18251 | 574359 | COM |
| SIRIUSPOINT LTD | 26211 | 573759 | COM |
| FLUOR CORP NEW | 14412 | 571148 | COM |
| CSG SYS INTL INC | 7386 | 568784 | COM |
| SANMINA CORPORATION | 3788 | 568465 | COM |
| TELEFLEX INCORPORATED | 4648 | 567242 | COM |
| AXCELIS TECHNOLOGIES INC | 7029 | 564710 | COM NEW |
| SELECT SECTOR SPDR TR | 4789 | 563761 | STATE STREET COM |
| INVESCO LTD | 21460 | 563754 | SHS |
| DIGITAL RLTY TR INC | 3613 | 563373 | COM |
| GREEN BRICK PARTNERS INC | 8952 | 560932 | COM |
| BIOGEN INC | 3183 | 560176 | COM |
| POPULAR INC | 4462 | 558978 | COM NEW |
| ISHARES TR | 6987 | 557842 | MRGSTR MD CP GRW |
| CONSOLIDATED EDISON INC | 5616 | 557781 | COM |
| VISTEON CORP | 5854 | 556715 | COM NEW |
| SLM CORP | 20546 | 555983 | COM |
| CONFLUENT INC | 18336 | 554481 | CLASS A COM |
| DXP ENTERPRISES INC | 5050 | 554440 | COM NEW |
| COTERRA ENERGY INC | 21041 | 553799 | COM |
| ALKERMES PLC | 19749 | 552577 | SHS |
| VANGUARD INDEX FDS | 2141 | 552271 | SMALL CP ETF |
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