Golden State Equity Partners - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Golden State Equity Partners held in its portfolio 488 assets valued at $619,819,343 (i.e. $619.82M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($38.95M), APPLE INC ($28.79M), and MICROSOFT CORP ($21.01M).
The chart below shows the top 10 valuable assets, and the table below shows the top 488 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Golden State Equity Partners - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 208838 | 38948356 | COM |
| APPLE INC | 105881 | 28784845 | COM |
| MICROSOFT CORP | 43445 | 21011030 | COM |
| ALPHABET INC | 53918 | 16876239 | CAP STK CL A |
| AMAZON COM INC | 63350 | 14622539 | COM |
| BROADCOM INC | 36409 | 12601122 | COM |
| JPMORGAN CHASE & CO. | 31901 | 10279152 | COM |
| ISHARES TR | 95916 | 9580103 | CORE US AGGBD ET |
| VANGUARD INDEX FDS | 13400 | 8403252 | S&P 500 ETF SHS |
| INVESCO QQQ TR | 11660 | 7162929 | UNIT SER 1 |
| BERKSHIRE HATHAWAY INC DEL | 14136 | 7105460 | CL B NEW |
| META PLATFORMS INC | 10160 | 6706794 | CL A |
| ISHARES TR | 9668 | 6622229 | CORE S&P500 ETF |
| TESLA INC | 14272 | 6418404 | COM |
| RTX CORPORATION | 32926 | 6038587 | COM |
| SALESFORCE INC | 20685 | 5479663 | COM |
| WALMART INC | 48582 | 5412573 | COM |
| JOHNSON & JOHNSON | 22926 | 4744500 | COM |
| VISA INC | 12953 | 4542834 | COM CL A |
| ABBVIE INC | 19840 | 4533290 | COM |
| INTERNATIONAL BUSINESS MACHS | 14489 | 4291691 | COM |
| PALANTIR TECHNOLOGIES INC | 23894 | 4247159 | CL A |
| NETFLIX INC | 44900 | 4209824 | COM |
| AMPLIFY ETF TR | 92502 | 4116353 | CWP ENHANCED DIV |
| VANGUARD SCOTTSDALE FDS | 67419 | 3959507 | SHORT TERM TREAS |
| BANK AMERICA CORP | 71065 | 3908593 | COM |
| EXXON MOBIL CORP | 32172 | 3871580 | COM |
| ELI LILLY & CO | 3535 | 3799182 | COM |
| ISHARES TR | 33056 | 3318184 | 0-3 MNTH TREASRY |
| WELLS FARGO CO NEW | 34943 | 3256680 | COM |
| HOME DEPOT INC | 9372 | 3224849 | COM |
| COSTCO WHSL CORP NEW | 3687 | 3179182 | COM |
| INVESCO EXCH TRADED FD TR II | 60586 | 3152895 | S&P ULTRA DIVIDE |
| FIDELITY MERRIMACK STR TR | 66987 | 3084074 | TOTAL BD ETF |
| MCDONALDS CORP | 10059 | 3074210 | COM |
| JANUS DETROIT STR TR | 59774 | 3023345 | HENDRSON AAA CL |
| SELECT SECTOR SPDR TR | 19655 | 2829707 | STATE STREET TEC |
| ISHARES TR | 119557 | 2710365 | 20+ YEAR TR BD |
| VANGUARD INDEX FDS | 5493 | 2679618 | GROWTH ETF |
| CHEVRON CORP NEW | 17284 | 2634239 | COM |
| ALPHABET INC | 8375 | 2628128 | CAP STK CL C |
| CATERPILLAR INC | 4523 | 2591341 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 8527 | 2591299 | SPONSORED ADS |
| MERCK & CO INC | 24461 | 2574760 | COM |
| WISDOMTREE TR | 27776 | 2483976 | US QTLY DIV GRT |
| CISCO SYS INC | 31888 | 2456371 | COM |
| ISHARES TR | 46266 | 2353086 | FLTG RATE NT ETF |
| HARBOR ETF TRUST | 75462 | 2347170 | LONG TERM GROWER |
| PIMCO ETF TR | 87089 | 2323539 | MULTISECTOR BD |
| VANGUARD BD INDEX FDS | 29464 | 2322058 | SHORT TRM BOND |
| ISHARES TR | 49730 | 2314434 | CORE UNIVRSL USD |
| ISHARES TR | 16882 | 2311831 | RUS MD CP GR ETF |
| PIMCO CORPORATE & INCOME OPP | 175846 | 2268408 | COM |
| VANGUARD INDEX FDS | 11793 | 2252343 | VALUE ETF |
| FIRST TR EXCHANGE-TRADED FD | 56818 | 2177272 | SMID RISNG ETF |
| ADVANCED MICRO DEVICES INC | 10015 | 2144705 | COM |
| SPDR SERIES TRUST | 24911 | 2136119 | STATE STREET SPD |
| NEXTERA ENERGY INC | 26042 | 2090680 | COM |
| TJX COS INC NEW | 13189 | 2026003 | COM |
| CITIGROUP INC | 17289 | 2017411 | COM NEW |
| MORGAN STANLEY | 11298 | 2005738 | COM NEW |
| ISHARES TR | 24201 | 2004350 | 1 3 YR TREAS BD |
| BLACKROCK INC | 1855 | 1985623 | COM |
| QUALCOMM INC | 11370 | 1944772 | COM |
| SPDR DOW JONES INDL AVERAGE | 3986 | 1891486 | UT SER 1 |
| SCHWAB CHARLES CORP | 18667 | 1865038 | COM |
| ISHARES GOLD TR | 22946 | 1862527 | ISHARES NEW |
| VERIZON COMMUNICATIONS INC | 45410 | 1849536 | COM |
| GENERAL DYNAMICS CORP | 5452 | 1835470 | COM |
| MCKESSON CORP | 2178 | 1786243 | COM |
| WISDOMTREE TR | 39852 | 1755499 | YIELD ENHANCD US |
| AMGEN INC | 5349 | 1750781 | COM |
| DOUBLELINE INCOME SOLUTIONS | 154978 | 1746603 | COM |
| AEROVIRONMENT INC | 6954 | 1682103 | COM |
| ISHARES TR | 40596 | 1679041 | HDG MSCI EAFE |
| ISHARES TR | 44235 | 1654153 | BROAD USD HIGH |
| AT&T INC | 66306 | 1647032 | COM |
| PROSHARES TR | 14222 | 1646381 | ULTRPRO S&P500 |
| SCHWAB STRATEGIC TR | 49553 | 1616431 | US LCAP GR ETF |
| INVESCO EXCHANGE TRADED FD T | 8412 | 1611403 | S&P500 EQL WGT |
| DUKE ENERGY CORP NEW | 13369 | 1566980 | COM NEW |
| ISHARES TR | 13071 | 1560697 | 3 7 YR TREAS BD |
| FIRST TR EXCH TRADED FD III | 39556 | 1535959 | HORIZON DMST ETF |
| MIRUM PHARMACEUTICALS INC | 19380 | 1530826 | COM |
| THERMO FISHER SCIENTIFIC INC | 2634 | 1526276 | COM |
| S&P GLOBAL INC | 2918 | 1524918 | COM |
| SSGA ACTIVE ETF TR | 36897 | 1522720 | STATE STREET BLA |
| VANGUARD INDEX FDS | 5016 | 1515381 | SML CP GRW ETF |
| SELECT SECTOR SPDR TR | 15318 | 1515353 | STATE STREET CON |
| ORACLE CORP | 7706 | 1502063 | COM |
| SELECT SECTOR SPDR TR | 33433 | 1494767 | STATE STREET ENE |
| ISHARES TR | 15856 | 1493001 | MSCI USA MIN VOL |
| SCHWAB STRATEGIC TR | 54385 | 1491789 | US DIVIDEND EQ |
| COCA COLA CO | 20885 | 1460084 | COM |
| J P MORGAN EXCHANGE TRADED F | 28785 | 1456233 | ULTRA SHRT ETF |
| PHILIP MORRIS INTL INC | 9042 | 1450306 | COM |
| GOLDMAN SACHS GROUP INC | 1644 | 1444711 | COM |
| PROSHARES TR | 13766 | 1432585 | S&P 500 DV ARIST |
| CARETRUST REIT INC | 39483 | 1427705 | COM |
| CONOCOPHILLIPS | 15198 | 1422676 | COM |
| PROCTER AND GAMBLE CO | 9786 | 1402362 | COM |
| ISHARES TR | 13629 | 1397518 | CORE S&P US VLU |
| VANECK ETF TRUST | 3870 | 1393862 | SEMICONDUCTR ETF |
| MASTERCARD INCORPORATED | 2440 | 1392971 | CL A |
| ISHARES TR | 5459 | 1366460 | MSCI USA MMENTM |
| ENTERPRISE PRODS PARTNERS L | 41760 | 1338834 | COM |
| BOEING CO | 6034 | 1310102 | COM |
| AMERICAN EXPRESS CO | 3392 | 1254725 | COM |
| ISHARES TR | 54325 | 1253821 | IBONDS 2026 TERM |
| KKR & CO INC | 9714 | 1238396 | COM |
| ISHARES TR | 13839 | 1238037 | CORE MSCI EAFE |
| PROSHARES TR | 11979 | 1232354 | SP500 EX TECH |
| CROWDSTRIKE HLDGS INC | 2601 | 1219245 | CL A |
| PALO ALTO NETWORKS INC | 6593 | 1214431 | COM |
| SOUTHERN CO | 13901 | 1212158 | COM |
| CUMMINS INC | 2360 | 1204662 | COM |
| SIMON PPTY GROUP INC NEW | 6500 | 1203265 | COM |
| LOCKHEED MARTIN CORP | 2476 | 1197796 | COM |
| ASML HOLDING N V | 1108 | 1185706 | N Y REGISTRY SHS |
| J P MORGAN EXCHANGE TRADED F | 21866 | 1182295 | ACTIVE BOND ETF |
| PIMCO ETF TR | 12691 | 1181281 | ACTIVE BD ETF |
| BOSTON SCIENTIFIC CORP | 12280 | 1170898 | COM |
| UNION PAC CORP | 4990 | 1154388 | COM |
| ISHARES TR | 9513 | 1143272 | CORE S&P SCP ETF |
| SELECT SECTOR SPDR TR | 20773 | 1137756 | STATE STREET FIN |
| ISHARES TR | 2401 | 1136438 | RUS 1000 GRW ETF |
| LOWES COS INC | 4686 | 1130155 | COM |
| SEMPRA | 12709 | 1122079 | COM |
| CME GROUP INC | 4092 | 1117443 | COM |
| TEXAS INSTRS INC | 6380 | 1106866 | COM |
| GOLDMAN SACHS ETF TR | 21903 | 1105444 | ULTRA SHORT BOND |
| SERVICENOW INC | 7203 | 1103428 | COM |
| INVESCO EXCH TRADED FD TR II | 52262 | 1097502 | SR LN ETF |
| WISDOMTREE TR | 22909 | 1083972 | ITL HDG QTLY DIV |
| FIRST TR EXCHANGE-TRADED FD | 21533 | 1076456 | FST LOW OPPT EFT |
| PROSHARES TR | 18476 | 1069958 | ULTRPRO DOW30 |
| DIMENSIONAL ETF TRUST | 32669 | 1064022 | EMGR CRE EQT MNG |
| VANGUARD MUN BD FDS | 20951 | 1053644 | TAX EXEMPT BD |
| UBER TECHNOLOGIES INC | 12828 | 1048176 | COM |
| INTUITIVE SURGICAL INC | 1824 | 1033041 | COM NEW |
| ALTRIA GROUP INC | 17910 | 1032672 | COM |
| BLACKROCK ESG CAP ALLC TERM | 66505 | 1022852 | SHS BEN INT |
| WISDOMTREE TR | 24626 | 1021506 | INTL QULTY DIV |
| ABBOTT LABS | 8153 | 1021502 | COM |
| ISHARES SILVER TR | 15721 | 1012747 | ISHARES |
| SELECT SECTOR SPDR TR | 8577 | 1009729 | STATE STREET COM |
| FIRST TR EXCHANGE-TRADED FD | 59332 | 1009237 | WCM INTL EQUITY |
| KRATOS DEFENSE & SEC SOLUTIO | 13088 | 993510 | COM NEW |
| GE VERNOVA INC | 1495 | 977391 | COM |
| NUSHARES ETF TR | 9958 | 973931 | NUVEEN ESG LRGCP |
| T-MOBILE US INC | 4788 | 972225 | COM |
| ALLSTATE CORP | 4639 | 965608 | COM |
| SPDR GOLD TR | 2433 | 964222 | GOLD SHS |
| FIRST TR EXCHNG TRADED FD VI | 27733 | 962457 | FT VEST LADDERED |
| VANGUARD INDEX FDS | 2865 | 960630 | TOTAL STK MKT |
| ISHARES TR | 14495 | 956693 | CORE S&P MCP ETF |
| DIMENSIONAL ETF TRUST | 24989 | 950325 | US HIGH PROFITAB |
| ISHARES TR | 9869 | 950191 | JPMORGAN USD EMG |
| KRANESHARES TRUST | 36768 | 940690 | KRANESHARES VALU |
| REALTY INCOME CORP | 16596 | 935529 | COM |
| PAYCHEX INC | 8257 | 926270 | COM |
| EATON CORP PLC | 2892 | 921131 | SHS |
| SELECT SECTOR SPDR TR | 5937 | 918974 | STATE STREET HEA |
| VANGUARD TAX-MANAGED FDS | 14452 | 902816 | VAN FTSE DEV MKT |
| OLD REP INTL CORP | 19557 | 892581 | COM |
| VANGUARD SCOTTSDALE FDS | 11760 | 891988 | LG-TERM COR BD |
| NORTHERN LTS FD TR IV | 19651 | 886850 | INSPIRE 100 ETF |
| HONEYWELL INTL INC | 4388 | 856032 | COM |
| SPDR S&P 500 ETF TR | 1253 | 854553 | TR UNIT |
| TPG RE FIN TR INC | 99079 | 853070 | COM |
| INVESCO EXCH TRADED FD TR II | 31168 | 847758 | TAXABLE MUN BD |
| PFIZER INC | 33847 | 842780 | COM |
| CAPITAL ONE FINL CORP | 3457 | 837942 | COM |
| WILLIAMS COS INC | 13792 | 829037 | COM |
| JANUS DETROIT STR TR | 16822 | 826633 | HENDRSN SHRT ETF |
| VANGUARD INTL EQUITY INDEX F | 11069 | 814215 | ALLWRLD EX US |
| TCW ETF TRUST | 8450 | 812510 | TRANSFORM SYSTEM |
| CVS HEALTH CORP | 10135 | 804318 | COM |
| ATMOS ENERGY CORP | 4752 | 796596 | COM |
| FREEPORT-MCMORAN INC | 15660 | 795355 | CL B |
| SELECT SECTOR SPDR TR | 5108 | 792397 | STATE STREET IND |
| UNITEDHEALTH GROUP INC | 2394 | 790271 | COM |
| ASTRAZENECA PLC | 8593 | 789954 | SPONSORED ADR |
| PROGRESSIVE CORP | 3465 | 789050 | COM |
| THE ALGER ETF TRUST | 37459 | 788662 | MID CAP 40 ETF |
| OREILLY AUTOMOTIVE INC | 8552 | 780028 | COM |
| VANGUARD BD INDEX FDS | 10002 | 778933 | INTERMED TERM |
| UNILEVER PLC | 11870 | 776298 | SPON ADR NEW |
| TWO HBRS INVT CORP | 72875 | 765190 | COM |
| NORTHROP GRUMMAN CORP | 1337 | 762355 | COM |
| ISHARES TR | 14582 | 754910 | USD INV GRDE ETF |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| DIMENSIONAL ETF TRUST | 10151 | 752922 | US EQUITY MARKET |
| ISHARES TR | 3476 | 737155 | S&P 500 VAL ETF |
| GUGGENHEIM ACTIVE ALLOC FD | 47694 | 731141 | COMMON STOCK |
| VULCAN MATLS CO | 2563 | 731019 | COM |
| LINDE PLC | 1711 | 729574 | SHS |
| ISHARES TR | 7474 | 719522 | RUS MID CAP ETF |
| VANGUARD SCOTTSDALE FDS | 8566 | 717423 | INT-TERM CORP |
| LAM RESEARCH CORP | 4160 | 712147 | COM NEW |
| CENCORA INC | 2105 | 711027 | COM |
| ARES MANAGEMENT CORPORATION | 4368 | 706000 | CL A COM STK |
| CHUBB LIMITED | 2258 | 704869 | COM |
| PGIM ETF TR | 19776 | 701652 | ACTV HY BD ETF |
| ACCENTURE PLC IRELAND | 2581 | 692482 | SHS CLASS A |
| HILTON WORLDWIDE HLDGS INC | 2407 | 691411 | COM |
| DEERE & CO | 1477 | 687428 | COM |
| MICRON TECHNOLOGY INC | 2399 | 684582 | COM |
| COINBASE GLOBAL INC | 3006 | 679777 | COM CL A |
| SELECT SECTOR SPDR TR | 15903 | 678918 | STATE STREET UTI |
| LIBERTY ALL STAR EQUITY FD | 107850 | 677296 | SH BEN INT |
| J P MORGAN EXCHANGE TRADED F | 13399 | 676667 | MUNICIPAL ETF |
| BLACKROCK ETF TRUST | 11076 | 673532 | ISHARES US EQUIT |
| GLOBAL X FDS | 18531 | 671383 | RBTCS ARTFL INTE |
| LAMAR ADVERTISING CO NEW | 5276 | 667836 | CL A |
| WW GRAINGER INC | 660 | 665973 | COM |
| ISHARES TR | 7581 | 660726 | 20 YR TR BD ETF |
| PUBLIC SVC ENTERPRISE GRP IN | 8217 | 659804 | COM |
| FIRST TR EXCH TRADED FD III | 9293 | 659679 | LNG/SHT EQUITY |
| GOLDMAN SACHS ETF TR | 12460 | 658760 | NASDAQ-100 PREMI |
| ONEOK INC NEW | 8922 | 655767 | COM |
| GLOBE LIFE INC | 4632 | 647832 | COM |
| DIMENSIONAL ETF TRUST | 19646 | 647139 | INTL SMALL CAP E |
| UNITED RENTALS INC | 798 | 645846 | COM |
| DARDEN RESTAURANTS INC | 3508 | 645542 | COM |
| PEPSICO INC | 4473 | 641918 | COM |
| VANGUARD INDEX FDS | 7189 | 636155 | REAL ESTATE ETF |
| MEDTRONIC PLC | 6589 | 632939 | SHS |
| ISHARES TR | 1685 | 629237 | RUS 1000 ETF |
| WISDOMTREE TR | 13547 | 627073 | INDIA ERNGS FD |
| SNAP ON INC | 1813 | 624760 | COM |
| CARDINAL HEALTH INC | 3039 | 624444 | COM |
| EA SERIES TRUST | 5425 | 624418 | ALPHA ARCH 1-3 |
| ADOBE INC | 1770 | 619482 | COM |
| DICKS SPORTING GOODS INC | 3123 | 618260 | COM |
| VANGUARD BD INDEX FDS | 8269 | 612485 | TOTAL BND MRKT |
| INVESCO EXCH TRADED FD TR II | 8558 | 611195 | S&P500 LOW VOL |
| AUTOMATIC DATA PROCESSING IN | 2373 | 610423 | COM |
| INVESCO EXCHANGE TRADED FD T | 8653 | 609262 | WATER RES ETF |
| JABIL INC | 2654 | 605176 | COM |
| VANGUARD WORLD FD | 801 | 603855 | INF TECH ETF |
| VANGUARD INTL EQUITY INDEX F | 7159 | 598569 | FTSE EUROPE ETF |
| WASTE MGMT INC DEL | 2703 | 593793 | COM |
| JOHNSON CTLS INTL PLC | 4924 | 589649 | SHS |
| AMERICAN INTL GROUP INC | 6831 | 584392 | COM NEW |
| VANGUARD INDEX FDS | 2004 | 581601 | MID CAP ETF |
| KLA CORP | 477 | 579593 | COM NEW |
| BLUE OWL CAPITAL CORPORATION | 46405 | 576814 | COM |
| FIRST TR EXCHANGE-TRADED FD | 9597 | 575148 | FIRST TR ENH NEW |
| GABELLI EQUITY TR INC | 93211 | 575111 | COM |
| CARRIER GLOBAL CORPORATION | 10878 | 574791 | COM |
| FIRST TR EXCH TRADED FD III | 16227 | 573332 | HORIZON MNGD ETF |
| CONSOLIDATED EDISON INC | 5761 | 572183 | COM |
| APOLLO GLOBAL MGMT INC | 3940 | 570354 | COM |
| DANAHER CORPORATION | 2490 | 570011 | COM |
| SSGA ACTIVE ETF TR | 11321 | 559817 | STATE STREET GLO |
| VANGUARD INDEX FDS | 1999 | 557955 | MCAP GR IDXVIP |
| DIMENSIONAL ETF TRUST | 16037 | 552649 | INTL CORE EQUITY |
| CHENIERE ENERGY INC | 2828 | 549829 | COM NEW |
| ISHARES TR | 2232 | 549441 | RUSSELL 2000 ETF |
| SEAGATE TECHNOLOGY HLDNGS PL | 1990 | 548026 | ORD SHS |
| ECOLAB INC | 2081 | 546316 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 7990 | 546196 | SHS REP COM UT |
| ISHARES TR | 23679 | 545213 | US TREAS BD ETF |
| COLUMBIA ETF TR I | 11409 | 541813 | US EQUITY INCOME |
| AFLAC INC | 4864 | 536400 | COM |
| COMCAST CORP NEW | 17881 | 534463 | CL A |
| DISNEY WALT CO | 4669 | 531248 | COM |
| PIMCO ETF TR | 11716 | 530969 | MUNI INCOME OPP |
| STRYKER CORPORATION | 1509 | 530368 | COM |
| IRON MTN INC DEL | 6341 | 525986 | COM |
| AGREE RLTY CORP | 7200 | 518616 | COM |
| ROYAL CARIBBEAN GROUP | 1853 | 516866 | COM |
| THE ALGER ETF TRUST | 14787 | 508377 | CONCENTRATED EQT |
| NORTHERN LTS FD TR IV | 2039 | 506059 | INSPIRE 500 ETF |
| IAMGOLD CORP | 30000 | 494700 | COM |
| GENERAL MTRS CO | 6075 | 494000 | COM |
| ISHARES INC | 7343 | 493596 | CORE MSCI EMKT |
| SOUTHWEST AIRLS CO | 11933 | 493178 | COM |
| PGIM ETF TR | 11681 | 492373 | TOTAL RETURN BON |
| WATSCO INC | 1461 | 492284 | COM |
| ISHARES TR | 6590 | 491927 | US SML CAP EQT |
| ISHARES TR | 2333 | 490747 | RUS 1000 VAL ETF |
| ISHARES TR | 17831 | 486786 | FALN ANGLS USD |
| GOLDMAN SACHS ETF TR | 11696 | 486551 | ACTIVEBETA EME |
| VERTIV HOLDINGS CO | 2966 | 480594 | COM CL A |
| EMERSON ELEC CO | 3560 | 472480 | COM |
| GOLUB CAP BDC INC | 34804 | 472290 | COM |
| PENTAIR PLC | 4528 | 471546 | SHS |
| WELLTOWER INC | 2537 | 470893 | COM |
| BECTON DICKINSON & CO | 2413 | 468291 | COM |
| ISHARES TR | 9009 | 464998 | HDG MSCI JAPAN |
| SYSCO CORP | 6310 | 464984 | COM |
| MAIN STR CAP CORP | 7688 | 464278 | COM |
| CLEVELAND-CLIFFS INC NEW | 34875 | 463140 | COM |
| KIMBERLY-CLARK CORP | 4570 | 461067 | COM |
| SAP SE | 1897 | 460800 | SPON ADR |
| J P MORGAN EXCHANGE TRADED F | 6277 | 460338 | INTERNL GWT |
| PROLOGIS INC. | 3558 | 454150 | COM |
| VANGUARD INDEX FDS | 1436 | 451912 | LARGE CAP ETF |
| GENUINE PARTS CO | 3658 | 449788 | COM |
| BP PLC | 12892 | 447755 | SPONSORED ADR |
| AGNICO EAGLE MINES LTD | 2600 | 440778 | COM |
| INTUIT | 664 | 440013 | COM |
| KINDER MORGAN INC DEL | 15911 | 437396 | COM |
| ISHARES TR | 4537 | 436300 | 7-10 YR TRSY BD |
| SELECT SECTOR SPDR TR | 9566 | 433803 | STATE STREET MAT |
| LENNAR CORP | 4218 | 433585 | CL A |
| GE AEROSPACE | 1405 | 432925 | COM NEW |
| HOLOGIC INC | 5776 | 430254 | COM |
| INVESCO EXCH TRD SLF IDX FD | 7021 | 429194 | RUSL 1000 DYNM |
| AMPHENOL CORP NEW | 3171 | 428529 | CL A |
| ISHARES TR | 2141 | 427613 | U.S. TECH ETF |
| PROSHARES TR | 8103 | 427196 | ULTRAPRO QQQ |
| DIMENSIONAL ETF TRUST | 9057 | 423868 | US CORE EQT MKT |
| FIDUS INVT CORP | 21957 | 423779 | COM |
| 3M CO | 2645 | 423465 | COM |
| STERLING INFRASTRUCTURE INC | 1375 | 421066 | COM |
| PPL CORP | 11992 | 419953 | COM |
| ARISTA NETWORKS INC | 3201 | 419427 | COM SHS |
| AMERICAN TOWER CORP NEW | 2381 | 418032 | COM |
| INTERCONTINENTAL EXCHANGE IN | 2572 | 416561 | COM |
| ISHARES TR | 5821 | 415678 | EAFE VALUE ETF |
| FASTENAL CO | 10149 | 407279 | COM |
| PROSHARES TR | 4700 | 406923 | S&P TECH DIVIDEN |
| FEDEX CORP | 1404 | 405493 | COM |
| BANCO SANTANDER SA | 34548 | 405248 | ADR |
| WISDOMTREE TR | 6065 | 405139 | US MIDCAP FUND |
| FIRST TR EXCHANGE TRADED FD | 5812 | 403760 | RISNG DIVD ACHIV |
| BLOCK INC | 6164 | 401216 | CL A |
| IES HLDGS INC | 1025 | 398746 | COM |
| SELECT SECTOR SPDR TR | 9825 | 396445 | STATE STREET REA |
| C H ROBINSON WORLDWIDE INC | 2462 | 395815 | COM NEW |
| CASEYS GEN STORES INC | 715 | 395188 | COM |
| PHILLIPS 66 | 3028 | 390752 | COM |
| VANGUARD INTL EQUITY INDEX F | 7222 | 388251 | FTSE EMR MKT ETF |
| APPLOVIN CORP | 572 | 385425 | COM CL A |
| UNDER ARMOUR INC | 77378 | 384569 | CL A |
| CROWN CASTLE INC | 4325 | 384363 | COM |
| PACER FDS TR | 8635 | 383135 | US SMALL CAP CAS |
| HSBC HLDGS PLC | 4858 | 382179 | SPON ADR NEW |
| DIMENSIONAL ETF TRUST | 8775 | 381098 | US SUSTAINABILTY |
| WISDOMTREE TR | 9750 | 380445 | EM EX ST-OWNED |
| ELEVANCE HEALTH INC FORMERLY | 1084 | 379996 | COM |
| HUNTINGTON BANCSHARES INC | 21848 | 379063 | COM |
| VALERO ENERGY CORP | 2324 | 378351 | COM |
| ISHARES TR | 1252 | 377040 | ISHARES SEMICDTR |
| ROPER TECHNOLOGIES INC | 843 | 375245 | COM |
| JANUS DETROIT STR TR | 4534 | 369793 | HENDERSN SML ETF |
| VANGUARD WHITEHALL FDS | 2541 | 364624 | HIGH DIV YLD |
| ISHARES TR | 1675 | 359609 | US AER DEF ETF |
| WEC ENERGY GROUP INC | 3401 | 358669 | COM |
| UNITED STS OIL FD LP | 5161 | 356935 | UNITS |
| BRITISH AMERN TOB PLC | 6289 | 356083 | SPONSORED ADR |
| CINCINNATI FINL CORP | 2172 | 354702 | COM |
| RYMAN HOSPITALITY PPTYS INC | 3737 | 353595 | COM |
| EVERSOURCE ENERGY | 5247 | 353311 | COM |
| PULTE GROUP INC | 3007 | 352608 | COM |
| SPDR INDEX SHS FDS | 4660 | 351579 | S&P GLBDIV ETF |
| DIGITAL RLTY TR INC | 2268 | 350882 | COM |
| LEIDOS HOLDINGS INC | 1939 | 349796 | COM |
| FRANKLIN RESOURCES INC | 14611 | 349061 | COM |
| HOWMET AEROSPACE INC | 1693 | 347116 | COM |
| GLOBAL X FDS | 15277 | 345577 | CLOUD COMPUTNG |
| KENVUE INC | 20021 | 345362 | COM |
| WORKDAY INC | 1605 | 344722 | CL A |
| ISHARES TR | 5616 | 344598 | GLB INFRASTR ETF |
| NUSHARES ETF TR | 7718 | 344598 | NUVEEN ESG SMLCP |
| ISHARES TR | 15600 | 344292 | IBONDS DEC 2030 |
| SCHWAB STRATEGIC TR | 14550 | 340034 | US AGGREGATE B |
| INVESCO EXCH TRADED FD TR II | 1339 | 338695 | NASDAQ 100 ETF |
| GLOBAL X FDS | 11050 | 336593 | CYBRSCURTY ETF |
| VANGUARD INTL EQUITY INDEX F | 3676 | 332339 | FTSE PACIFIC ETF |
| MARRIOTT INTL INC NEW | 1070 | 332065 | CL A |
| COCA-COLA EUROPACIFIC PARTNE | 3656 | 331611 | SHS |
| SHERWIN WILLIAMS CO | 1023 | 331506 | COM |
| PACER FDS TR | 5476 | 329494 | US CASH COWS 100 |
| TIMOTHY PLAN | 8370 | 322496 | HIG DV STK ETF |
| ARCHER DANIELS MIDLAND CO | 5609 | 322439 | COM |
| FS KKR CAP CORP | 21394 | 316852 | COM |
| CANADIAN PACIFIC KANSAS CITY | 4274 | 314695 | COM |
| SHOPIFY INC | 1954 | 314535 | CL A SUB VTG SHS |
| ETF OPPORTUNITIES TRUST | 6324 | 312349 | AMERICAN CONSER |
| BLACKROCK ETF TRUST | 9325 | 310523 | ISHARES A I INNO |
| L3HARRIS TECHNOLOGIES INC | 1043 | 306194 | COM |
| ENBRIDGE INC | 6382 | 305251 | COM |
| DBX ETF TR | 12317 | 302253 | XTRACK MUN INFRA |
| AMERICAN CENTY ETF TR | 4318 | 301441 | AVANTIS INTL SML |
| EVERGY INC | 4156 | 301269 | COM |
| SPOTIFY TECHNOLOGY S A | 518 | 300808 | SHS |
| SPDR INDEX SHS FDS | 7293 | 298007 | S&P INTL SMLCP |
| TRAVELERS COMPANIES INC | 1025 | 297311 | COM |
| CADENCE DESIGN SYSTEM INC | 937 | 292887 | COM |
| WISDOMTREE TR | 6554 | 291948 | MORTGAGE PLUS BD |
| PNC FINL SVCS GROUP INC | 1390 | 290162 | COM |
| PARKER-HANNIFIN CORP | 330 | 290138 | COM |
| CORTEVA INC | 4328 | 290106 | COM |
| ROKU INC | 2662 | 288800 | COM CL A |
| ARES CAPITAL CORP | 14264 | 288563 | COM |
| ISHARES TR | 5272 | 288457 | MSCI EMG MKT ETF |
| BROOKFIELD CORP | 6241 | 286399 | CL A LTD VT SH |
| SCHWAB STRATEGIC TR | 11488 | 286051 | 1 5YR CORP BD |
| GLOBAL X FDS | 8742 | 284026 | E COMMERCE ETF |
| KEYCORP | 13716 | 283090 | COM |
| COLGATE PALMOLIVE CO | 3580 | 282901 | COM |
| AIR PRODS & CHEMS INC | 1137 | 280862 | COM |
| TE CONNECTIVITY PLC | 1233 | 280564 | ORD SHS |
| SCM TRUST | 10550 | 277571 | SHELTON EQT PRE |
| FERRARI N V | 747 | 276061 | COM |
| INGERSOLL RAND INC | 3479 | 275606 | COM |
| SANOFI SA | 5687 | 275592 | SPONSORED ADR |
| PUBLIC STORAGE OPER CO | 1059 | 274811 | COM |
| REGENERON PHARMACEUTICALS | 355 | 274014 | COM |
| VANGUARD WORLD FD | 1089 | 273524 | MEGA CAP INDEX |
| NORTHERN LTS FD TR IV | 6873 | 265160 | INSPIRE SML/ MID |
| SUPER MICRO COMPUTER INC | 9020 | 264015 | COM NEW |
| PRUDENTIAL FINL INC | 2333 | 263349 | COM |
| ISHARES TR | 2765 | 263283 | MBS ETF |
| ISHARES TR | 2036 | 262303 | ESG MSCI KLD 400 |
| PLAINS GP HLDGS L P | 13700 | 262218 | LTD PARTNR INT A |
| DIREXION SHS ETF TR | 4087 | 261080 | DLY AEROSPC 3X |
| ANALOG DEVICES INC | 961 | 260623 | COM |
| DELL TECHNOLOGIES INC | 2061 | 259426 | CL C |
| GROUP 1 AUTOMOTIVE INC | 653 | 256825 | COM |
| FIRST HAWAIIAN INC | 10102 | 255581 | COM |
| WISDOMTREE TR | 5065 | 254885 | FLOATNG RAT TREA |
| NUCOR CORP | 1535 | 250370 | COM |
| NRG ENERGY INC | 1562 | 248734 | COM NEW |
| ISHARES TR | 6498 | 247247 | MSCI INTL VLU FT |
| ISHARES TR | 2558 | 245603 | MSCI EAFE ETF |
| INTERACTIVE BROKERS GROUP IN | 3802 | 244507 | COM CL A |
| ALIBABA GROUP HLDG LTD | 1665 | 244056 | SPONSORED ADS |
| INVESCO EXCH TRADED FD TR II | 5721 | 242443 | ESG NASDAQ 100 |
| SHELL PLC | 3291 | 241794 | SPON ADS |
| NORTHERN LTS FD TR IV | 8297 | 240928 | INSPIRE CAPITAL |
| METLIFE INC | 3051 | 240846 | COM |
| ISHARES TR | 2985 | 240681 | IBOXX HI YD ETF |
| ISHARES TR | 2179 | 239702 | TIPS BD ETF |
| J P MORGAN EXCHANGE TRADED F | 4177 | 239091 | EQUITY PREMIUM |
| GOLDMAN SACHS ETF TR | 2392 | 239084 | ACCES TREASURY |
| INTEL CORP | 6450 | 237999 | COM |
| LUMENTUM HLDGS INC | 645 | 237741 | COM |
| ICICI BANK LIMITED | 7956 | 237093 | ADR |
| BOOKING HOLDINGS INC | 44 | 235647 | COM |
| DTE ENERGY CO | 1812 | 233739 | COM |
| HERSHEY CO | 1284 | 233708 | COM |
| BJS WHSL CLUB HLDGS INC | 2595 | 233628 | COM |
| ISHARES TR | 603 | 233453 | RUSSELL 3000 ETF |
| UNITED PARCEL SERVICE INC | 2335 | 231599 | CL B |
| ISHARES INC | 5130 | 226598 | ESG AWR MSCI EM |
| PROSHARES TR | 4224 | 224608 | ULTR RUSSL2000 |
| ISHARES TR | 4691 | 224464 | ESG AWR US AGRGT |
| INVESCO EXCHANGE TRADED FD T | 4150 | 223881 | NASDAQ INTERNT |
| APPLIED DIGITAL CORP | 9089 | 222862 | COM NEW |
| VANGUARD STAR FDS | 2912 | 219681 | VG TL INTL STK F |
| MOODYS CORP | 429 | 219155 | COM |
| ISHARES TR | 2911 | 218754 | ESG EAFE ETF |
| MARSH & MCLENNAN COS INC | 1176 | 218172 | COM |
| REGAL REXNORD CORPORATION | 1554 | 218057 | COM |
| ISHARES TR | 2034 | 217862 | NATIONAL MUN ETF |
| QUEST DIAGNOSTICS INC | 1247 | 216392 | COM |
| IONQ INC | 4819 | 216229 | COM |
| ISHARES TR | 4081 | 215803 | ISHS 1-5YR INVS |
| GE HEALTHCARE TECHNOLOGIES I | 2622 | 215058 | COMMON STOCK |
| TRUIST FINL CORP | 4307 | 211947 | COM |
| ISHARES TR | 1060 | 210537 | MSCI USA QLT FCT |
| DIMENSIONAL ETF TRUST | 5291 | 209456 | US CORE EQUITY 2 |
| NOVARTIS AG | 1498 | 206529 | SPONSORED ADR |
| DAVIS FUNDAMENTAL ETF TR | 7245 | 206483 | SELCT INTL ETF |
| TOPBUILD CORP | 493 | 205675 | COM |
| LIBERTY MEDIA CORP DEL | 2081 | 204999 | COM LBTY ONE S C |
| AMERICAN CENTY ETF TR | 2660 | 204873 | AVANTIS EMGMKT |
| ISHARES TR | 3550 | 203983 | CALIF MUN BD ETF |
| DIMENSIONAL ETF TRUST | 6034 | 203586 | EMERGING MKTS VA |
| XCEL ENERGY INC | 2743 | 202624 | COM |
| HALEON PLC | 18590 | 187945 | SPON ADS |
| NUVEEN MUN VALUE FD INC | 19658 | 178104 | COM |
| EATON VANCE TAX-MANAGED DIVE | 11003 | 168785 | COM |
| SANGAMO THERAPEUTICS INC | 395943 | 166296 | COM |
| AES CORP | 10375 | 148778 | COM |
| INVESCO EXCH TRADED FD TR II | 12996 | 146075 | PFD ETF |
| TELUS CORPORATION | 10000 | 131700 | COM |
| BLACKROCK MUNIHLDNGS CALI QL | 12127 | 128546 | COM |
| AMERICAN AXLE & MFG HLDGS IN | 15013 | 96233 | COM |
| CARDIFF ONCOLOGY INC | 24500 | 68845 | COM |
| EXPEDIA GROUP INC | 16000 | 17849 | NOTE 2/1 |
| BEYOND MEAT INC | 20000 | 16400 | COM |
| NEW FORTRESS ENERGY INC | 10835 | 12352 | COM CL A |
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