Financial Perspectives, Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Financial Perspectives, Inc held in its portfolio 500 assets valued at $371,183,572 (i.e. $371.18M).
The most valuable assets in the portfolio included: VANGUARD WORLD FD ($20.96M), MEDTRONIC PLC ($20.87M), and VANGUARD WHITEHALL FDS ($20.71M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Financial Perspectives, Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD WORLD FD | 27803 | 20957103 | INF TECH ETF |
| MEDTRONIC PLC | 217302 | 20874009 | SHS |
| VANGUARD WHITEHALL FDS | 144312 | 20711612 | HIGH DIV YLD |
| APPLE INC | 63890 | 17369185 | COM |
| MICROSOFT CORP | 33225 | 16068342 | COM |
| BOSTON SCIENTIFIC CORP | 135167 | 12888158 | COM |
| ISHARES TR | 98702 | 12166063 | S&P 500 GRWT ETF |
| VANGUARD WHITEHALL FDS | 133702 | 12033191 | INTL HIGH ETF |
| BROADCOM INC | 32483 | 11242428 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 33546 | 10194294 | SPONSORED ADS |
| VANGUARD SPECIALIZED FUNDS | 45674 | 10038257 | DIV APP ETF |
| VANGUARD WHITEHALL FDS | 108917 | 9960461 | INTL DVD ETF |
| ISHARES TR | 74187 | 9021857 | CORE HIGH DV ETF |
| ALPHABET INC | 27615 | 8665591 | CAP STK CL C |
| NVIDIA CORPORATION | 45051 | 8402044 | COM |
| FIDELITY COVINGTON TRUST | 29120 | 6542422 | MSCI INFO TECH I |
| FIDELITY COVINGTON TRUST | 129789 | 6384337 | CONSMR STAPLES |
| ISHARES TR | 7485 | 5126763 | CORE S&P500 ETF |
| AMAZON COM INC | 22181 | 5119818 | COM |
| SPDR S&P 500 ETF TR | 7112 | 4849552 | TR UNIT |
| ISHARES TR | 69403 | 4817938 | CORE DIV GRWTH |
| TESLA INC | 8627 | 3879678 | COM |
| JPMORGAN CHASE & CO. | 10544 | 3397592 | COM |
| SHOPIFY INC | 18858 | 3035572 | CL A SUB VTG SHS |
| ABBVIE INC | 13214 | 3019371 | COM |
| VANGUARD WORLD FD | 14154 | 2989888 | CONSUM STP ETF |
| META PLATFORMS INC | 4403 | 2906463 | CL A |
| VANGUARD INDEX FDS | 4493 | 2817925 | S&P 500 ETF SHS |
| MERCADOLIBRE INC | 1323 | 2663879 | COM |
| ISHARES TR | 12796 | 2555185 | U.S. TECH ETF |
| J P MORGAN EXCHANGE TRADED F | 47458 | 2400876 | ULTRA SHRT ETF |
| ISHARES TR | 60522 | 2387592 | INTL SEL DIV ETF |
| CAPITAL GROUP GBL GROWTH EQT | 68567 | 2375833 | SHS CREATION UNI |
| CAPITAL GROUP GROWTH ETF | 51957 | 2310524 | SHS CREATION UNI |
| 3M CO | 13524 | 2165158 | COM |
| INVESCO QQQ TR | 3422 | 2102021 | UNIT SER 1 |
| ASML HOLDING N V | 1893 | 2025018 | N Y REGISTRY SHS |
| SCHWAB STRATEGIC TR | 66564 | 1825841 | US DIVIDEND EQ |
| ISHARES TR | 3641 | 1723121 | RUS 1000 GRW ETF |
| SEA LTD | 13274 | 1693386 | SPONSORD ADS |
| JOHNSON & JOHNSON | 8088 | 1673710 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2993 | 1504431 | CL B NEW |
| VANGUARD INDEX FDS | 7467 | 1426050 | VALUE ETF |
| UNITEDHEALTH GROUP INC | 4292 | 1416760 | COM |
| FIDELITY COVINGTON TRUST | 56641 | 1402989 | MSCI ENERGY IDX |
| ALPHABET INC | 3918 | 1226373 | CAP STK CL A |
| MICRON TECHNOLOGY INC | 4261 | 1216229 | COM |
| AMGEN INC | 3662 | 1198704 | COM |
| CANADIAN NAT RES LTD | 33516 | 1134500 | COM |
| ISHARES U S ETF TR | 10859 | 1103139 | U.S. TECH INDEPD |
| SCHWAB STRATEGIC TR | 24365 | 1101452 | FUNDAMENTAL INTL |
| VANGUARD TAX-MANAGED FDS | 17292 | 1080244 | VAN FTSE DEV MKT |
| US BANCORP DEL | 20205 | 1078122 | COM NEW |
| ABBOTT LABS | 8568 | 1073485 | COM |
| COSTCO WHSL CORP NEW | 1197 | 1032271 | COM |
| ISHARES TR | 4162 | 1024590 | RUSSELL 2000 ETF |
| GILEAD SCIENCES INC | 8055 | 988636 | COM |
| VANECK ETF TRUST | 2694 | 970190 | SEMICONDUCTR ETF |
| VANGUARD WORLD FD | 3319 | 955249 | HEALTH CAR ETF |
| FIRST TR EXCHANGE TRADED FD | 9831 | 952013 | NASD TECH DIV |
| VANGUARD WORLD FD | 2287 | 901039 | CONSUM DIS ETF |
| ORACLE CORP | 4533 | 883607 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 19617 | 856082 | SHS CREATION UNI |
| HDFC BANK LTD | 23119 | 844768 | SPONSORED ADS |
| VANGUARD INTL EQUITY INDEX F | 5916 | 834554 | TT WRLD ST ETF |
| VANGUARD INDEX FDS | 9164 | 810936 | REAL ESTATE ETF |
| VANGUARD INDEX FDS | 2387 | 800201 | TOTAL STK MKT |
| ISHARES TR | 11007 | 786033 | EAFE VALUE ETF |
| VANGUARD WORLD FD | 6223 | 783642 | ENERGY ETF |
| VANGUARD INDEX FDS | 1573 | 767438 | GROWTH ETF |
| ISHARES TR | 8123 | 726727 | CORE MSCI EAFE |
| ISHARES TR | 13635 | 717499 | US INFRASTRUC |
| ELI LILLY & CO | 645 | 693169 | COM |
| ISHARES TR | 5861 | 667713 | EAFE GRWTH ETF |
| ISHARES TR | 8036 | 664854 | MRGSTR MD CP ETF |
| MASTERCARD INCORPORATED | 1147 | 654566 | CL A |
| BROOKFIELD CORP | 14013 | 643070 | CL A LTD VT SH |
| DISNEY WALT CO | 5578 | 634602 | COM |
| NU HLDGS LTD | 37725 | 631516 | ORD SHS CL A |
| GENERAL MLS INC | 13484 | 626985 | COM |
| INTUITIVE SURGICAL INC | 1091 | 617899 | COM NEW |
| HOME DEPOT INC | 1758 | 604831 | COM |
| ISHARES TR | 4912 | 590287 | CORE S&P SCP ETF |
| BROOKFIELD INFRASTRUCTURE CO | 12661 | 574796 | COM SUB VTG A |
| RUBRIK INC. | 7505 | 573982 | CL A |
| NOVO-NORDISK A S | 11256 | 572680 | ADR |
| FIDELITY COVINGTON TRUST | 14682 | 560394 | ENHANCED LARGE |
| CAPITAL GRP FIXED INCM ETF T | 21052 | 558295 | CORE BOND ETF |
| HONEYWELL INTL INC | 2850 | 556030 | COM |
| SEMPRA | 6158 | 543659 | COM |
| GE AEROSPACE | 1700 | 523599 | COM NEW |
| ADVANCED MICRO DEVICES INC | 2442 | 522979 | COM |
| ISHARES INC | 7690 | 516941 | CORE MSCI EMKT |
| VALE S A | 39316 | 512287 | SPONSORED ADS |
| MONGODB INC | 1172 | 491877 | CL A |
| ISHARES TR | 7187 | 474317 | CORE S&P MCP ETF |
| COMCAST CORP NEW | 15821 | 472878 | CL A |
| VISA INC | 1340 | 470082 | COM CL A |
| WALMART INC | 4168 | 464313 | COM |
| ISHARES TR | 5595 | 463085 | INTL DIV GRWTH |
| PALANTIR TECHNOLOGIES INC | 2575 | 457706 | CL A |
| PFIZER INC | 18368 | 457367 | COM |
| FIDELITY COVINGTON TRUST | 12096 | 456992 | ENHANCED SMALL |
| VANGUARD INTL EQUITY INDEX F | 8492 | 456515 | FTSE EMR MKT ETF |
| INVESCO EXCH TRADED FD TR II | 6984 | 440056 | S&P GBL WATER |
| WISDOMTREE TR | 6033 | 433409 | EUROPE SMCP DV |
| AT&T INC | 17276 | 429141 | COM |
| SERVICENOW INC | 2725 | 417443 | COM |
| CARRIER GLOBAL CORPORATION | 7828 | 413609 | COM |
| WASTE MGMT INC DEL | 1852 | 406903 | COM |
| ISHARES TR | 4646 | 400729 | MSCI EAFE MIN VL |
| CLOUDFLARE INC | 2028 | 399820 | CL A COM |
| BANK AMERICA CORP | 7237 | 398029 | COM |
| EXXON MOBIL CORP | 3142 | 378094 | COM |
| CATERPILLAR INC | 648 | 371220 | COM |
| TARGET CORP | 3797 | 371189 | COM |
| DEERE & CO | 793 | 369197 | COM |
| INVESCO EXCHANGE TRADED FD T | 5431 | 361265 | LARGE CAP VALUE |
| CAPITAL GRP FIXED INCM ETF T | 15630 | 353869 | CORE PLUS INCM |
| TEVA PHARMACEUTICAL INDS LTD | 11251 | 351144 | SPONSORED ADS |
| ISHARES TR | 2067 | 347203 | CORE S&P US GWT |
| QUALCOMM INC | 1954 | 334169 | COM |
| BLACKROCK INC | 312 | 333939 | COM |
| ISHARES TR | 3472 | 333369 | MSCI EAFE ETF |
| SPDR GOLD TR | 838 | 332108 | GOLD SHS |
| ECOLAB INC | 1235 | 324081 | COM |
| MCDONALDS CORP | 1027 | 313894 | COM |
| ISHARES TR | 2227 | 305022 | RUS MD CP GR ETF |
| VANGUARD INDEX FDS | 1008 | 304566 | SML CP GRW ETF |
| FIDELITY COVINGTON TRUST | 5341 | 302793 | HIGH DIVID ETF |
| CAPITAL GROUP CORE BALANCED | 8283 | 292643 | SHS |
| ASSOCIATED BANC CORP | 11101 | 285953 | COM |
| SNOWFLAKE INC | 1281 | 281000 | COM SHS |
| CISCO SYS INC | 3645 | 280796 | COM |
| SELECT SECTOR SPDR TR | 6249 | 279382 | STATE STREET ENE |
| FIDELITY WISE ORIGIN BITCOIN | 3637 | 277249 | SHS |
| ISHARES TR | 2417 | 274878 | SP SMCP600VL ETF |
| S&P GLOBAL INC | 519 | 271444 | COM |
| CHEVRON CORP NEW | 1770 | 269705 | COM |
| THERMO FISHER SCIENTIFIC INC | 460 | 266296 | COM |
| ISHARES TR | 2527 | 265364 | GLOBAL TECH ETF |
| CONSTELLATION ENERGY CORP | 750 | 264953 | COM |
| NETEASE INC | 1821 | 250537 | SPONSORED ADS |
| APPLIED MATLS INC | 952 | 244739 | COM |
| NOVARTIS AG | 1774 | 244581 | SPONSORED ADR |
| ISHARES GOLD TR | 2991 | 242779 | ISHARES NEW |
| GLOBAL X FDS | 6676 | 241878 | RBTCS ARTFL INTE |
| PEPSICO INC | 1637 | 234929 | COM |
| GE VERNOVA INC | 348 | 227589 | COM |
| UBS GROUP AG | 4894 | 226641 | SHS |
| PAGSEGURO DIGITAL LTD | 23499 | 226530 | COM CL A |
| VANGUARD INDEX FDS | 770 | 214938 | MCAP GR IDXVIP |
| BROOKFIELD INFRAST PARTNERS | 6154 | 213790 | LP INT UNIT |
| J P MORGAN EXCHANGE TRADED F | 3732 | 213636 | EQUITY PREMIUM |
| UBER TECHNOLOGIES INC | 2539 | 207462 | COM |
| CAPITAL GROUP INTERNATIONAL | 5873 | 204504 | SHS |
| STONECO LTD | 13688 | 202444 | COM CL A |
| VANGUARD BD INDEX FDS | 4042 | 201453 | VANGUARD ULTRA |
| SOLVENTUM CORP | 2529 | 200397 | COM SHS |
| SPDR SERIES TRUST | 1990 | 197068 | STATE STREET SPD |
| VANGUARD MUN BD FDS | 3911 | 196684 | TAX EXEMPT BD |
| ISHARES TR | 607 | 196054 | RUS 2000 GRW ETF |
| CAPITAL GRP FIXED INCM ETF T | 6989 | 191359 | MUNICIPAL INCOME |
| HUNTINGTON BANCSHARES INC | 10865 | 188508 | COM |
| ISHARES TR | 3493 | 184701 | ISHS 1-5YR INVS |
| ISHARES TR | 1761 | 180570 | CORE S&P US VLU |
| DELTA AIR LINES INC DEL | 2590 | 179770 | COM NEW |
| BEONE MEDICINES LTD | 588 | 178640 | SPONSORED ADS |
| CAPITAL GRP FIXED INCM ETF T | 6462 | 178487 | US MULTI-SECTOR |
| DTE ENERGY CO | 1369 | 176550 | COM |
| ISHARES TR | 824 | 174656 | S&P 500 VAL ETF |
| ASTRAZENECA PLC | 1864 | 171384 | SPONSORED ADR |
| ISHARES TR | 3334 | 168650 | ULTRA SHORT DUR |
| ALIBABA GROUP HLDG LTD | 1139 | 167020 | SPONSORED ADS |
| IRON MTN INC DEL | 2000 | 165900 | COM |
| SELECT SECTOR SPDR TR | 2004 | 165656 | STATE STREET CON |
| AMERIPRISE FINL INC | 338 | 165609 | COM |
| VANGUARD INDEX FDS | 929 | 164738 | MCAP VL IDXVIP |
| INTEL CORP | 4448 | 164136 | COM |
| INSULET CORP | 572 | 162585 | COM |
| INVESCO EXCHANGE TRADED FD T | 2112 | 157935 | S&P500 EQL UTL |
| ISHARES TR | 1059 | 157435 | CORE S&P TTL STK |
| ARK ETF TR | 1048 | 154827 | NEXT GNRTN INTER |
| VERIZON COMMUNICATIONS INC | 3793 | 154476 | COM |
| VANGUARD WORLD FD | 828 | 153213 | UTILITIES ETF |
| ISHARES TR | 1563 | 151460 | S&P MC 400GR ETF |
| ARCHER DANIELS MIDLAND CO | 2608 | 149934 | COM |
| FIRST TR EXCHANGE-TRADED FD | 1379 | 149792 | WTR ETF |
| BLOCK INC | 2300 | 149707 | CL A |
| REGENERON PHARMACEUTICALS | 193 | 148971 | COM |
| INVESCO EXCH TRADED FD TR II | 4220 | 148333 | S&P INTL QULTY |
| VANGUARD STAR FDS | 1959 | 147775 | VG TL INTL STK F |
| EAST WEST BANCORP INC | 1297 | 145770 | COM |
| AIRBNB INC | 1070 | 145220 | COM CL A |
| VANGUARD INTL EQUITY INDEX F | 1972 | 145043 | ALLWRLD EX US |
| KKR & CO INC | 1120 | 142778 | COM |
| ISHARES TR | 954 | 142166 | ESG AWR MSCI USA |
| WEC ENERGY GROUP INC | 1338 | 141105 | COM |
| FIDELITY COVINGTON TRUST | 1894 | 140673 | MSCI HLTH CARE I |
| ISHARES TR | 1086 | 139883 | ESG MSCI KLD 400 |
| COCA COLA CO | 1993 | 139317 | COM |
| MERCK & CO INC | 1318 | 138708 | COM |
| BROOKFIELD RENEWABLE CORP | 3612 | 138484 | CL A EX SUB VTG |
| CAPITAL GROUP INTL FOCUS EQT | 4655 | 137555 | SHS CREATION UNI |
| OREILLY AUTOMOTIVE INC | 1500 | 136815 | COM |
| PALO ALTO NETWORKS INC | 732 | 134834 | COM |
| ISHARES TR | 1415 | 133205 | MSCI USA MIN VOL |
| CRISPR THERAPEUTICS AG | 2422 | 127010 | NAMEN AKT |
| ISHARES TR | 1563 | 124768 | MRGSTR MD CP GRW |
| NEXTERA ENERGY INC | 1531 | 122933 | COM |
| ARGENX SE | 145 | 121938 | SPONSORED ADR |
| VANGUARD INDEX FDS | 572 | 119695 | EXTEND MKT ETF |
| PROCTER AND GAMBLE CO | 835 | 119690 | COM |
| ROYAL CARIBBEAN GROUP | 425 | 118555 | COM |
| ISHARES TR | 700 | 118170 | ISHARES BIOTECH |
| ISHARES TR | 1214 | 116828 | RUS MID CAP ETF |
| ATLASSIAN CORPORATION | 718 | 116417 | CL A |
| COINBASE GLOBAL INC | 513 | 116010 | COM CL A |
| UBIQUITI INC | 206 | 114001 | COM |
| PARKER-HANNIFIN CORP | 129 | 113801 | COM |
| REALTY INCOME CORP | 2011 | 113360 | COM |
| MCKESSON CORP | 138 | 113200 | COM |
| FLUTTER ENTMT PLC | 517 | 111176 | SHS |
| TRAVELERS COMPANIES INC | 380 | 110223 | COM |
| VANGUARD INDEX FDS | 362 | 105094 | MID CAP ETF |
| THE CIGNA GROUP | 380 | 104590 | COM |
| WELLS FARGO CO NEW | 1111 | 103587 | COM |
| ISHARES TR | 1010 | 101367 | 0-3 MNTH TREASRY |
| BOEING CO | 464 | 100744 | COM |
| UNION PAC CORP | 435 | 100655 | COM |
| INCYTE CORP | 1000 | 98770 | COM |
| LINDE PLC | 226 | 96364 | SHS |
| ARK ETF TR | 1251 | 96221 | INNOVATION ETF |
| OTTER TAIL CORP | 1155 | 93336 | COM |
| SELECT SECTOR SPDR TR | 1681 | 92068 | STATE STREET FIN |
| ISHARES TR | 1447 | 89906 | U.S. MED DVC ETF |
| LOWES COS INC | 370 | 89229 | COM |
| ADVISORSHARES TR | 2810 | 89227 | VICE E T F |
| XPENG INC | 4399 | 89212 | ADS |
| CAPITAL GROUP CORE EQUITY ET | 2212 | 89002 | SHS CREATION UNI |
| JD.COM INC | 3068 | 88052 | SPON ADS CL A |
| KINDER MORGAN INC DEL | 3192 | 87743 | COM |
| TRANE TECHNOLOGIES PLC | 225 | 87570 | SHS |
| SALESFORCE INC | 327 | 86709 | COM |
| BLACKSTONE INC | 560 | 86318 | COM |
| WARNER BROS DISCOVERY INC | 2982 | 85941 | COM SER A |
| AMERICAN EXPRESS CO | 232 | 85707 | COM |
| ENBRIDGE INC | 1764 | 84372 | COM |
| ISHARES TR | 597 | 84314 | S&P SML 600 GWT |
| FIDELITY COVINGTON TRUST | 3123 | 83972 | MSCI RL EST ETF |
| VANGUARD SCOTTSDALE FDS | 687 | 83690 | VNG RUS1000GRW |
| ROYALTY PHARMA PLC | 2155 | 83269 | SHS CLASS A |
| STRATEGY INC | 541 | 82205 | CL A NEW |
| BROOKFIELD ASSET MANAGMT LTD | 1543 | 80861 | CL A LMT VTG SHS |
| ISHARES TR | 4907 | 80625 | GL CLEAN ENE ETF |
| DOCUSIGN INC | 1178 | 80575 | COM |
| ISHARES TR | 760 | 78379 | US CONSUM DISCRE |
| VANGUARD SCOTTSDALE FDS | 775 | 77083 | VNG RUS2000IDX |
| REPUBLIC SVCS INC | 362 | 76719 | COM |
| DT MIDSTREAM INC | 639 | 76427 | COMMON STOCK |
| ISHARES TR | 1315 | 74894 | CRE U S REIT ETF |
| VANGUARD INDEX FDS | 288 | 74299 | SMALL CP ETF |
| ISHARES BITCOIN TRUST ETF | 1473 | 73134 | SHS BEN INT |
| NICE LTD | 635 | 71801 | SPONSORED ADR |
| ISHARES TR | 395 | 71498 | RUS 2000 VAL ETF |
| H WORLD GROUP LTD | 1514 | 71232 | SPONSORED ADS |
| NXP SEMICONDUCTORS N V | 321 | 69783 | COM |
| TE CONNECTIVITY PLC | 304 | 69198 | ORD SHS |
| ON SEMICONDUCTOR CORP | 1240 | 67146 | COM |
| RTX CORPORATION | 362 | 66391 | COM |
| DIGITAL RLTY TR INC | 428 | 66228 | COM |
| STRIDE INC | 994 | 64540 | COM |
| PAYPAL HLDGS INC | 1105 | 64520 | COM |
| MANULIFE FINL CORP | 1766 | 64070 | COM |
| CINTAS CORP | 340 | 63944 | COM |
| CITIGROUP INC | 546 | 63713 | COM NEW |
| FIDELITY COVINGTON TRUST | 2099 | 62859 | FIDELITY FUND LR |
| ILLINOIS TOOL WKS INC | 254 | 62654 | COM |
| SELECT SECTOR SPDR TR | 402 | 62170 | STATE STREET HEA |
| CSX CORP | 1701 | 61651 | COM |
| BUNGE GLOBAL SA | 685 | 61020 | COM SHS |
| WORKDAY INC | 277 | 59494 | CL A |
| VEEVA SYS INC | 265 | 59156 | CL A COM |
| SIMPLIFY EXCHANGE TRADED FUN | 3365 | 59098 | VOLATILITY PREM |
| INVESCO EXCH TRADED FD TR II | 1226 | 58848 | S&P500 HDL VOL |
| LAM RESEARCH CORP | 343 | 58692 | COM NEW |
| SS&C TECHNOLOGIES HLDGS INC | 670 | 58571 | COM |
| HANOVER INS GROUP INC | 320 | 58486 | COM |
| ISHARES TR | 946 | 58047 | GLB INFRASTR ETF |
| PUBLIC STORAGE OPER CO | 223 | 57933 | COM |
| ISHARES U S ETF TR | 2309 | 57472 | GSCI CMDTY STGY |
| SCHWAB STRATEGIC TR | 2130 | 57309 | US LRG CAP ETF |
| TOYOTA MOTOR CORP | 267 | 57076 | ADS |
| FORD MTR CO | 4328 | 56787 | COM |
| XCEL ENERGY INC | 767 | 56664 | COM |
| FIRST TR EXCHANGE-TRADED FD | 2067 | 56463 | COM |
| ACCENTURE PLC IRELAND | 210 | 56343 | SHS CLASS A |
| CVS HEALTH CORP | 708 | 56184 | COM |
| BRISTOL-MYERS SQUIBB CO | 1033 | 55720 | COM |
| TIDAL TRUST II | 2447 | 55229 | DEFIANCE LARGE |
| CONSTELLATION BRANDS INC | 400 | 55184 | CL A |
| BUILDERS FIRSTSOURCE INC | 535 | 55046 | COM |
| ARK ETF TR | 1858 | 53828 | GENOMIC REV ETF |
| EMERSON ELEC CO | 400 | 53083 | COM |
| ISHARES INC | 730 | 53032 | MSCI EMRG CHN |
| ADOBE INC | 151 | 52883 | COM |
| THOMSON REUTERS CORP | 400 | 52756 | COM |
| CROWDSTRIKE HLDGS INC | 112 | 52501 | CL A |
| UNITY SOFTWARE INC | 1166 | 51502 | COM |
| REDDIT INC | 224 | 51491 | CL A |
| ILLUMINA INC | 392 | 51415 | COM |
| MONDELEZ INTL INC | 944 | 50809 | CL A |
| ARK ETF TR | 426 | 48896 | AUTNMUS TECHNLGY |
| CROWN CASTLE INC | 540 | 47975 | COM |
| MOTOROLA SOLUTIONS INC | 125 | 47915 | COM NEW |
| BRUNSWICK CORP | 645 | 47885 | COM |
| EOG RES INC | 455 | 47780 | COM |
| LIBERTY ALL-STAR GROWTH FD I | 8945 | 47409 | COM |
| INTERNATIONAL BUSINESS MACHS | 160 | 47394 | COM |
| ELEVANCE HEALTH INC FORMERLY | 135 | 47324 | COM |
| ARK ETF TR | 989 | 47101 | BLOCKCHAIN & FIN |
| ISHARES TR | 222 | 46699 | RUS 1000 VAL ETF |
| FIRST TR EXCHANGE-TRADED ALP | 390 | 46670 | COM SHS |
| ISHARES TR | 550 | 46351 | MSCI GBL SUS DEV |
| SELECT SECTOR SPDR TR | 320 | 46070 | STATE STREET TEC |
| PUTNAM ETF TRUST | 5191 | 45888 | FRANKLIN MINNESO |
| TELEFONAKTIEBOLAGET LM ERICS | 4603 | 44419 | ADR B SEK 10 |
| GOLDMAN SACHS GROUP INC | 50 | 44325 | COM |
| ROCKWELL AUTOMATION INC | 112 | 43576 | COM |
| WELLTOWER INC | 231 | 42876 | COM |
| VANGUARD INTL EQUITY INDEX F | 296 | 42451 | FTSE SMCAP ETF |
| NETFLIX INC | 450 | 42192 | COM |
| J P MORGAN EXCHANGE TRADED F | 828 | 42169 | ULTRA SHT MUNCPL |
| PHILIP MORRIS INTL INC | 262 | 42068 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 503 | 41259 | COMMON STOCK |
| ZOOM COMMUNICATIONS INC | 476 | 41074 | CL A |
| GENMAB A/S | 1333 | 41056 | SPONSORED ADS |
| HASBRO INC | 500 | 41000 | COM |
| NIKE INC | 639 | 40742 | CL B |
| U HAUL HOLDING COMPANY | 855 | 39963 | COM SER N |
| EATON CORP PLC | 124 | 39495 | SHS |
| SCHWAB STRATEGIC TR | 1643 | 39491 | INTL EQTY ETF |
| DAYFORCE INC | 571 | 39490 | COM |
| FIDELITY COVINGTON TRUST | 503 | 39116 | MSCI FINLS IDX |
| ISHARES TR | 301 | 38865 | U.S. FINLS ETF |
| MOLINA HEALTHCARE INC | 220 | 38179 | COM |
| PRUDENTIAL FINL INC | 338 | 38153 | COM |
| GENERAL DYNAMICS CORP | 113 | 37903 | COM |
| FISERV INC | 550 | 36944 | COM |
| UNILEVER PLC | 563 | 36820 | SPON ADR NEW |
| CANADIAN PACIFIC KANSAS CITY | 500 | 36815 | COM |
| MASCO CORP | 580 | 36804 | COM |
| CAPITAL GROUP GLOBAL EQUITY | 1145 | 36203 | SHS |
| ISHARES TR | 652 | 35644 | MSCI EMG MKT ETF |
| RIO TINTO PLC | 443 | 35493 | SPONSORED ADR |
| INVESCO EXCHANGE TRADED FD T | 185 | 35439 | S&P500 EQL WGT |
| FIRST TR EXCHANGE-TRADED FD | 381 | 35247 | CAP STRENGTH ETF |
| ISHARES TR | 365 | 35150 | US HOME CONS ETF |
| PIPER SANDLER COMPANIES | 103 | 34990 | COM |
| AIR PRODS & CHEMS INC | 140 | 34689 | COM |
| BLUE OWL CAPITAL INC | 2312 | 34541 | COM CL A |
| SOLSTICE ADVANCED MATLS INC | 711 | 34540 | COM SHS |
| ISHARES TR | 408 | 34533 | CORE MSCI TOTAL |
| ISHARES TR | 262 | 34477 | S&P MC 400VL ETF |
| TJX COS INC NEW | 224 | 34409 | COM |
| SCHWAB STRATEGIC TR | 1088 | 34283 | FUNDAMENTAL US S |
| ISHARES TR | 526 | 34265 | US HLTHCARE ETF |
| HOWMET AEROSPACE INC | 166 | 34098 | COM |
| MCCORMICK & CO INC | 500 | 34055 | COM NON VTG |
| CHUBB LIMITED | 109 | 34021 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 123 | 33744 | ORD SHS |
| VANGUARD BD INDEX FDS | 427 | 33652 | SHORT TRM BOND |
| ISHARES INC | 410 | 33103 | MSCI JAPAN ETF |
| AFLAC INC | 292 | 32229 | COM |
| CAPITAL GRP FIXED INCM ETF T | 1235 | 31470 | MUNICIPAL HIGH I |
| TRUIST FINL CORP | 637 | 31370 | COM |
| KROGER CO | 500 | 31240 | COM |
| TRIP COM GROUP LTD | 434 | 31232 | ADS |
| FIRST TR EXCHANGE-TRADED FD | 148 | 30565 | NY ARCA BIOTECH |
| SAP SE | 125 | 30364 | SPON ADR |
| VANGUARD ADMIRAL FDS INC | 68 | 30232 | 500 GRTH IDX F |
| KRANESHARES TRUST | 883 | 30066 | CSI CHI INTERNET |
| PNC FINL SVCS GROUP INC | 142 | 29640 | COM |
| FLEX LTD | 490 | 29606 | ORD |
| AVISTA CORP | 768 | 29599 | COM |
| PULTE GROUP INC | 250 | 29315 | COM |
| INVESCO EXCHANGE TRADED FD T | 350 | 28753 | BIOTECHNOLOGY |
| ISHARES TR | 103 | 28525 | RUS TP200 GR ETF |
| CENOVUS ENERGY INC | 1676 | 28358 | COM |
| KRANESHARES TRUST | 1663 | 28341 | MSCI ALL CHINA |
| FASTENAL CO | 703 | 28215 | COM |
| LOGITECH INTL S A | 281 | 28162 | SHS |
| COCA COLA CONS INC | 183 | 28011 | COM |
| COUPANG INC | 1173 | 27671 | CL A |
| ALPS ETF TR | 521 | 27403 | OSHS GBL INTER |
| DEXCOM INC | 408 | 27079 | COM |
| FIRST TR EXCHNG TRADED FD VI | 550 | 26861 | FT VEST US EQT |
| FIFTH THIRD BANCORP | 571 | 26729 | COM |
| OLD REP INTL CORP | 573 | 26142 | COM |
| FIRST TR EXCHANGE TRADED FD | 375 | 26051 | RISNG DIVD ACHIV |
| ISHARES TR | 274 | 25895 | MORNINGSTR US EQ |
| AMPLIFY ETF TR | 565 | 25514 | AMPLIFY AI POWER |
| GSK PLC | 517 | 25335 | SPONSORED ADR |
| UNITED PARCEL SERVICE INC | 255 | 25290 | CL B |
| FIDELITY MERRIMACK STR TR | 542 | 24945 | TOTAL BD ETF |
| CME GROUP INC | 91 | 24799 | COM |
| LUMENTUM HLDGS INC | 66 | 24327 | COM |
| EXELON CORP | 554 | 24167 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 353 | 24131 | SHS REP COM UT |
| FIDELITY ETHEREUM FD | 804 | 23806 | SHS |
| FIDELITY COVINGTON TRUST | 447 | 23742 | MSCI MATLS INDEX |
| J P MORGAN EXCHANGE TRADED F | 463 | 23641 | MORTGAGE BACKED |
| BP PLC | 680 | 23616 | SPONSORED ADR |
| CRYOPORT INC | 2432 | 23347 | COM PAR USD0.001 |
| SUNCOR ENERGY INC NEW | 524 | 23245 | COM |
| FIRST TR EXCHANGE-TRADED FD | 600 | 22992 | SMID RISNG ETF |
| COGNIZANT TECHNOLOGY SOLUTIO | 272 | 22576 | CL A |
| TORONTO DOMINION BK ONT | 238 | 22420 | COM NEW |
| TAKEDA PHARMACEUTICAL CO LTD | 1437 | 22403 | SPONSORED ADS |
| MONOLITHIC PWR SYS INC | 24 | 22097 | COM |
| BHP GROUP LTD | 365 | 22035 | SPONSORED ADS |
| Q2 HLDGS INC | 300 | 21648 | COM |
| MAKEMYTRIP LIMITED MAURITIUS | 261 | 21433 | SHS |
| HORMEL FOODS CORP | 900 | 21330 | COM |
| KIMBERLY-CLARK CORP | 210 | 21187 | COM |
| PRINCIPAL FINANCIAL GROUP IN | 238 | 20994 | COM |
| PETROLEO BRASILEIRO SA PETRO | 1764 | 20903 | SPONSORED ADR |
| GENERAL MTRS CO | 255 | 20737 | COM |
| AUTONATION INC | 100 | 20648 | COM |
| EXACT SCIENCES CORP | 202 | 20515 | COM |
| NEXSTAR MEDIA GROUP INC | 100 | 20305 | COMMON STOCK |
| SOFI TECHNOLOGIES INC | 775 | 20290 | COM |
| FIRST TR EXCHANGE-TRADED FD | 310 | 20251 | SHS |
| DIGITALOCEAN HLDGS INC | 420 | 20210 | COM |
| ISHARES TR | 145 | 20136 | ESG OPTIMIZED |
| FIRST TR EXCHANGE TRADED FD | 317 | 19946 | DORSEY WRT 5 ETF |
| GLOBUS MED INC | 223 | 19470 | CL A |
| LUMEN TECHNOLOGIES INC | 2494 | 19379 | COM |
| ISHARES TR | 50 | 19343 | RUSSELL 3000 ETF |
| INNOVATOR ETFS TRUST | 554 | 19269 | IBD 50 ETF |
| ISHARES TR | 190 | 18975 | CORE US AGGBD ET |
| SCHWAB STRATEGIC TR | 723 | 18958 | US BRD MKT ETF |
| ARISTA NETWORKS INC | 144 | 18868 | COM SHS |
| DIAGEO PLC | 215 | 18549 | SPON ADR NEW |
| WORLD GOLD TR | 217 | 18525 | SPDR GLD MINIS |
| ISHARES TR | 170 | 17967 | EXPANDED TECH |
| INVESCO EXCHANGE TRADED FD T | 583 | 17820 | WILDERHIL CLAN |
| MARVELL TECHNOLOGY INC | 209 | 17761 | COM |
| CORTEVA INC | 264 | 17696 | COM |
| ISHARES TR | 202 | 17627 | 20 YR TR BD ETF |
| SHERWIN WILLIAMS CO | 54 | 17498 | COM |
| ZOETIS INC | 139 | 17489 | CL A |
| ISHARES TR | 364 | 17463 | USD GRN BOND ETF |
| RPM INTL INC | 165 | 17160 | COM |
| KLA CORP | 14 | 17050 | COM NEW |
| VIATRIS INC | 1366 | 17004 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 209 | 16783 | COM |
| VANECK ETF TRUST | 88 | 16655 | BIOTECH ETF |
| WESTERN DIGITAL CORP | 95 | 16366 | COM |
| CENTERPOINT ENERGY INC | 426 | 16333 | COM |
| ISHARES TR | 115 | 16231 | SELECT DIVID ETF |
| DARDEN RESTAURANTS INC | 88 | 16194 | COM |
| GLOBAL X FDS | 544 | 16188 | VDEO GAM ESPRT |
| VANECK ETF TRUST | 605 | 16184 | AFRICA INDEX ETF |
| FEDEX CORP | 55 | 15887 | COM |
| TYSON FOODS INC | 271 | 15883 | CL A |
| AMERICAN ELEC PWR CO INC | 137 | 15797 | COM |
| OTIS WORLDWIDE CORP | 180 | 15723 | COM |
| T-MOBILE US INC | 77 | 15710 | COM |
| TEXAS INSTRS INC | 89 | 15509 | COM |
| VANGUARD INDEX FDS | 49 | 15425 | LARGE CAP ETF |
| ISHARES TR | 226 | 15139 | MSCI ACWI EX US |
| FIDELITY COVINGTON TRUST | 413 | 15029 | ENHANCED MID |
| CELCUITY INC | 150 | 14961 | COM |
| ISHARES TR | 328 | 14908 | MSCI INTL QUALTY |
| SOUTHERN COPPER CORP | 103 | 14777 | COM |
| OSHKOSH CORP | 117 | 14753 | COM |
| ISHARES TR | 305 | 14198 | CORE UNIVRSL USD |
| EVERSOURCE ENERGY | 210 | 14139 | COM |
| LEGG MASON ETF INVT | 171 | 14109 | CLEARBRIDGE LRG |
| ISHARES TR | 354 | 14050 | MSCI JP VALUE |
| WEYERHAEUSER CO MTN BE | 590 | 13977 | COM NEW |
| INGERSOLL RAND INC | 176 | 13943 | COM |
| ALTRIA GROUP INC | 240 | 13816 | COM |
| ANALOG DEVICES INC | 50 | 13560 | COM |
| STARBUCKS CORP | 160 | 13468 | COM |
| BROWN FORMAN CORP | 500 | 13155 | CL A |
| NORTHROP GRUMMAN CORP | 23 | 13115 | COM |
| METLIFE INC | 164 | 12946 | COM |
| ISHARES SILVER TR | 200 | 12884 | ISHARES |
| CONOCOPHILLIPS | 136 | 12754 | COM |
| OKTA INC | 147 | 12711 | CL A |
| FIGMA INC | 339 | 12668 | CLASS A COM STK |
| V F CORP | 700 | 12656 | COM |
| LOCKHEED MARTIN CORP | 26 | 12650 | COM |
| IDACORP INC | 99 | 12529 | COM |
| ALEXANDER & BALDWIN INC NEW | 605 | 12487 | COM |
| FRONTIER COMMUNICATIONS PARE | 325 | 12373 | COM |
| ISHARES TR | 160 | 12366 | EAFE SML CP ETF |
| INVESCO EXCH TRADED FD TR II | 505 | 12287 | VAR RATE PFD |
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