Gradient Investments LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, Gradient Investments LLC held in its portfolio 331 assets valued at $6,299,801,106 (i.e. $6.30B).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($547.07M), MICROSOFT CORP ($144.68M), and NVIDIA CORPORATION ($143.91M).
The chart below shows the top 10 valuable assets, and the table below shows the top 331 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Gradient Investments LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 11058283 | 547070269 | STATE STREET SPD |
| MICROSOFT CORP | 299159 | 144679424 | COM |
| NVIDIA CORPORATION | 771614 | 143905967 | COM |
| AMAZON COM INC | 608288 | 140404945 | COM |
| APPLE INC | 506680 | 137745942 | COM |
| DOUBLELINE ETF TRUST | 2653434 | 131756295 | MORTGAGE ETF |
| ALPHABET INC | 398030 | 124901676 | CAP STK CL C |
| AMERICAN CENTY ETF TR | 1362051 | 112124013 | INTL EQT ETF |
| JANUS DETROIT STR TR | 2227206 | 101761039 | HENDERSON MTG |
| SPDR INDEX SHS FDS | 2185934 | 97077334 | PORTFOLIO DEVLPD |
| META PLATFORMS INC | 144027 | 95071006 | CL A |
| WORLD GOLD TR | 1101614 | 94044756 | SPDR GLD MINIS |
| NEOS ETF TRUST | 1785248 | 93779098 | NEOS S&P 500 HI |
| AIM ETF PRODUCTS TRUST | 3232834 | 93574706 | ALLIANZIM US EQU |
| COLUMBIA ETF TR I | 2201985 | 89929063 | RESH ENHNC COR |
| AMERICAN CENTY ETF TR | 1105369 | 85135485 | AVANTIS EMGMKT |
| INVESCO ACTIVELY MANAGED EXC | 1409616 | 70833181 | ULTRA SHRT DUR |
| ANGEL OAK FUNDS TRUST | 1378955 | 70526364 | OAK ULTRASHORT |
| ISHARES U S ETF TR | 673735 | 68444697 | U.S. TECH INDEPD |
| INVESCO EXCH TRADED FD TR II | 264052 | 66783937 | NASDAQ 100 ETF |
| BROADCOM INC | 188891 | 65375161 | COM |
| GOLDMAN SACHS GROUP INC | 72864 | 64047660 | COM |
| JANUS DETROIT STR TR | 1257023 | 63580204 | HENDRSON AAA CL |
| BONDBLOXX ETF TRUST | 1262202 | 62452224 | BLOOMBERG FVE YR |
| JPMORGAN CHASE & CO. | 193446 | 62332303 | COM |
| MORGAN STANLEY | 329766 | 58543334 | COM NEW |
| DOUBLELINE ETF TRUST | 1098513 | 55925294 | ASSET BACKED SEC |
| PIMCO ETF TR | 1076536 | 55452373 | PREFERRED AND CP |
| CHEVRON CORP NEW | 339307 | 51713756 | COM |
| AIM ETF PRODUCTS TRUST | 1352794 | 51541451 | US LRGCP B10 FEB |
| INNOVATOR ETFS TRUST | 1714366 | 48103214 | GRADIENT TACTIC |
| BONDBLOXX ETF TRUST | 932204 | 47989884 | BBB RATED 1 5 YE |
| UNITEDHEALTH GROUP INC | 142934 | 47183796 | COM |
| SELECT SECTOR SPDR TR | 856963 | 46935870 | STATE STREET FIN |
| MEDTRONIC PLC | 479133 | 46025548 | SHS |
| WALMART INC | 408514 | 45512561 | COM |
| TARGET CORP | 457664 | 44736645 | COM |
| VISA INC | 124825 | 43777274 | COM CL A |
| ABBOTT LABS | 346541 | 43418112 | COM |
| BONDBLOXX ETF TRUST | 899690 | 43224610 | BLOOMBERG SEVEN |
| BERKSHIRE HATHAWAY INC DEL | 83965 | 42204992 | CL B NEW |
| INNOVATOR ETFS TRUST | 1076998 | 41200882 | US EQT ACLRTD 9 |
| COCA COLA CO | 587039 | 41039885 | COM |
| ISHARES TR | 721667 | 38883434 | ISHS 5-10YR INVT |
| MCDONALDS CORP | 126940 | 38796685 | COM |
| BONDBLOXX ETF TRUST | 771343 | 38383427 | BLOOMBERG THREE |
| INNOVATOR ETFS TRUST | 1818559 | 38061167 | EQUITY DUAL DIRT |
| EATON CORP PLC | 119329 | 38007480 | SHS |
| BANK AMERICA CORP | 686142 | 37737798 | COM |
| FIRST TR EXCHANGE-TRADED FD | 628139 | 37644372 | FIRST TR ENH NEW |
| LOWES COS INC | 153548 | 37029745 | COM |
| PROCTER AND GAMBLE CO | 253089 | 36270199 | COM |
| INVESCO GALAXY BITCOIN ETF | 415168 | 36190195 | COM SHS BEN INT |
| INNOVATOR ETFS TRUST | 1205780 | 35654915 | GROWTH 100 PWR B |
| BONDBLOXX ETF TRUST | 738835 | 34148945 | BLOOMBERG TEN YR |
| AMERICAN CENTY ETF TR | 298812 | 33401239 | US EQT ETF |
| BONDBLOXX ETF TRUST | 664662 | 33312877 | BONDBLOXX PRIVAT |
| UNITED RENTALS INC | 39420 | 31903770 | COM |
| PALO ALTO NETWORKS INC | 172928 | 31853327 | COM |
| JOHNSON & JOHNSON | 151862 | 31427872 | COM |
| ABRDN SILVER ETF TRUST | 462030 | 31251709 | PHYSCL SILVR SHS |
| NETFLIX INC | 325918 | 30558060 | COM |
| ISHARES TR | 278687 | 29850138 | NATIONAL MUN ETF |
| VANECK ETF TRUST | 822960 | 29791163 | MORNINGSTAR SMID |
| AMPHENOL CORP NEW | 214455 | 28981488 | CL A |
| FIRST TR EXCHNG TRADED FD VI | 1928427 | 28945690 | SKYBRIDGE CRYPTO |
| LAM RESEARCH CORP | 168110 | 28777074 | COM NEW |
| INNOVATOR ETFS TRUST | 965144 | 28558611 | EQUITY DEF PROTN |
| ARK ETF TR | 190317 | 28115468 | NEXT GNRTN INTER |
| AMPLIFY ETF TR | 489567 | 27851485 | BLOCKCHAIN TECHN |
| STARBUCKS CORP | 330344 | 27818251 | COM |
| MARTIN MARIETTA MATLS INC | 44209 | 27527224 | COM |
| ECOLAB INC | 100542 | 26394382 | COM |
| AIM ETF PRODUCTS TRUST | 582601 | 26145269 | US LRGCP B10 JUL |
| CONOCOPHILLIPS | 274534 | 25699162 | COM |
| WASTE CONNECTIONS INC | 145595 | 25531596 | COM |
| INNOVATOR ETFS TRUST | 768513 | 25049143 | INNOVATOR INTER |
| COSTCO WHSL CORP NEW | 28345 | 24442642 | COM |
| QUANTA SVCS INC | 57159 | 24124572 | COM |
| NEOS ETF TRUST | 481518 | 23945886 | NEOS ENH INC 1-3 |
| SERVICENOW INC | 155305 | 23791171 | COM |
| EXTRA SPACE STORAGE INC | 172694 | 22488149 | COM |
| BOSTON SCIENTIFIC CORP | 234261 | 22336832 | COM |
| GLOBAL X FDS | 458127 | 22177950 | GLBL X MLP ETF |
| DEXCOM INC | 332006 | 22035224 | COM |
| ELI LILLY & CO | 20469 | 21997595 | COM |
| PAYPAL HLDGS INC | 369410 | 21566152 | COM |
| INNOVATOR ETFS TRUST | 279217 | 21334971 | INNOVATOR DEEPW |
| NEXTERA ENERGY INC | 265698 | 21330217 | COM |
| TIDAL TRUST II | 357539 | 21080488 | ROUNDHILL GENER |
| BAKER HUGHES COMPANY | 457399 | 20829961 | CL A |
| SOUTHWEST AIRLS CO | 503336 | 20802880 | COM |
| ETF SER SOLUTIONS | 189009 | 20726727 | DEFIANCE QUANTUM |
| CINTAS CORP | 109038 | 20506777 | COM |
| TJX COS INC NEW | 132145 | 20298793 | COM |
| INTUITIVE SURGICAL INC | 35412 | 20055940 | COM NEW |
| EQUINIX INC | 25817 | 19780104 | COM |
| VERTEX PHARMACEUTICALS INC | 43595 | 19764229 | COM |
| INSULET CORP | 69161 | 19658323 | COM |
| SSGA ACTIVE TR | 770852 | 19591128 | SPDR SSGA IG PUB |
| SYNOPSYS INC | 41554 | 19518745 | COM |
| COHEN & STEERS ETF TRUST | 622709 | 19224757 | NATURAL RES ACTI |
| ISHARES TR | 27130 | 18582557 | CORE S&P500 ETF |
| KEYCORP | 897563 | 18525702 | COM |
| CITIGROUP INC | 155423 | 18136310 | COM NEW |
| JEFFERIES FINL GROUP INC | 291780 | 18081631 | COM |
| ALPHABET INC | 57008 | 17843648 | CAP STK CL A |
| PROSHARES TR | 325963 | 17650876 | DJ BRKFLD GLB |
| EXXON MOBIL CORP | 143612 | 17282254 | COM |
| ASTRAZENECA PLC | 184445 | 16956029 | SPONSORED ADR |
| DOUBLELINE ETF TRUST | 322527 | 16739127 | COMMERCIAL REAL |
| ABBVIE INC | 71151 | 16257196 | COM |
| EDISON INTL | 263056 | 15788621 | COM |
| WELLS FARGO CO NEW | 167388 | 15600536 | COM |
| J P MORGAN EXCHANGE TRADED F | 233843 | 15534220 | HEDGED EQUITY LA |
| ILLINOIS TOOL WKS INC | 62677 | 15437345 | COM |
| ASML HOLDING N V | 14388 | 15393146 | N Y REGISTRY SHS |
| HUNTINGTON INGALLS INDS INC | 44806 | 15237267 | COM |
| US BANCORP DEL | 284512 | 15181550 | COM NEW |
| AMGEN INC | 46160 | 15108642 | COM |
| ROCKWELL AUTOMATION INC | 38093 | 14820885 | COM |
| M/I HOMES INC | 114773 | 14685205 | COM |
| CISCO SYS INC | 187308 | 14428347 | COM |
| RTX CORPORATION | 78392 | 14377015 | COM |
| VANECK ETF TRUST | 267392 | 14120975 | CLO ETF |
| ALLSTATE CORP | 67772 | 14106665 | COM |
| UNITED PARCEL SERVICE INC | 141914 | 14076416 | CL B |
| PRUDENTIAL FINL INC | 124572 | 14061639 | COM |
| ABRDN PALLADIUM ETF TRUST | 95808 | 13928567 | PHYSICAL PALLADM |
| TEXAS INSTRS INC | 79964 | 13873029 | COM |
| KINDER MORGAN INC DEL | 503379 | 13837876 | COM |
| VANECK BITCOIN ETF | 555448 | 13736229 | SH BEN INT |
| EOG RES INC | 130568 | 13710996 | COM |
| AMERICAN ELEC PWR CO INC | 118902 | 13710639 | COM |
| HOME DEPOT INC | 38726 | 13325451 | COM |
| ALTRIA GROUP INC | 228082 | 13151202 | COM |
| ISHARES TR | 248605 | 13146241 | ISHS 1-5YR INVS |
| KRAFT HEINZ CO | 541889 | 13140812 | COM |
| INTERNATIONAL BUSINESS MACHS | 44229 | 13101216 | COM |
| FLEX LTD | 216250 | 13065825 | ORD |
| QUALCOMM INC | 76062 | 13010345 | COM |
| INNOVATOR ETFS TRUST | 477940 | 12679748 | US SMALL CAP PWR |
| ALEXANDRIA REAL ESTATE EQ IN | 257838 | 12618592 | COM |
| INNOVATOR ETFS TRUST | 424454 | 12606284 | EMRGNG MKT APRIL |
| SMUCKER J M CO | 128191 | 12538376 | COM NEW |
| LYONDELLBASELL INDUSTRIES N | 288773 | 12503862 | SHS - A - |
| KLA CORP | 9844 | 11961259 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 96136 | 11854530 | BETABUILDRS US |
| CALAMOS ETF TR | 405937 | 10854755 | AUTOCALLABLE INC |
| J P MORGAN EXCHANGE TRADED F | 208967 | 10644771 | ULTRA SHT MUNCPL |
| INVESCO QQQ TR | 16060 | 9865918 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 310835 | 8364561 | US LRG CAP ETF |
| EA SERIES TRUST | 69295 | 7975855 | ALPHA ARCH 1-3 |
| NEOS ETF TRUST | 163353 | 7952013 | RUSSELL 2000 HIG |
| AMPLIFY ETF TR | 323379 | 7824062 | COWS COVERED CAL |
| FIRST TR EXCH TRADED FD III | 419397 | 7641419 | PFD SECS INC ETF |
| SERIES PORTFOLIOS TR | 285578 | 7562098 | ELDRIDGE BBB B |
| PIMCO ETF TR | 149904 | 7537177 | SR LN ACTIVE ETF |
| INVESCO EXCH TRADED FD TR II | 549196 | 7504429 | KBW HIG DV YLD |
| NEOS ETF TRUST | 153420 | 7456212 | REAL ESTATE HIGH |
| VANECK ETF TRUST | 706782 | 7428280 | MORTGAGE REIT |
| SSGA ACTIVE TR | 270076 | 6763920 | STATE STREET MY |
| DIMENSIONAL ETF TRUST | 87255 | 6471703 | US EQUITY MARKET |
| ISHARES GOLD TR | 73744 | 5985800 | ISHARES NEW |
| LOCKHEED MARTIN CORP | 11965 | 5787270 | COM |
| ISHARES TR | 43751 | 5636399 | ESG MSCI KLD 400 |
| SPROTT ASSET MANAGEMENT LP | 182543 | 4317142 | PHYSICAL SILVER |
| ISHARES TR | 171021 | 3912117 | IBONDS 26 TRM TS |
| TESLA INC | 8664 | 3896374 | COM |
| OREILLY AUTOMOTIVE INC | 41827 | 3815041 | COM |
| ISHARES TR | 168583 | 3788071 | IBONDS 27 TRM TS |
| SLB LIMITED | 91181 | 3499519 | COM STK |
| ISHARES TR | 74108 | 3407489 | ESG AWARE MSCI |
| VANGUARD INDEX FDS | 9772 | 3276238 | TOTAL STK MKT |
| PFIZER INC | 123804 | 3082725 | COM |
| SPDR S&P 500 ETF TR | 4258 | 2903683 | TR UNIT |
| FIVE BELOW INC | 14633 | 2756272 | COM |
| SUNCOR ENERGY INC NEW | 57323 | 2542848 | COM |
| GOLDMAN SACHS ETF TR | 25289 | 2445357 | JUST US LRG CP |
| VANECK ETF TRUST | 132542 | 2307556 | VANECK SHRT MUNI |
| ULTA BEAUTY INC | 3805 | 2302063 | COM |
| PRUDENTIAL PLC | 73914 | 2300204 | ADR |
| ISHARES TR | 33551 | 2214367 | CORE S&P MCP ETF |
| RYANAIR HOLDINGS PLC | 30668 | 2213923 | SPONSORED ADR |
| HSBC HLDGS PLC | 27558 | 2167988 | SPON ADR NEW |
| TAIWAN SEMICONDUCTOR MFG LTD | 7028 | 2135739 | SPONSORED ADS |
| ISHARES BITCOIN TRUST ETF | 42858 | 2127900 | SHS BEN INT |
| UBS GROUP AG | 45827 | 2122248 | SHS |
| SUMITOMO MITSUI FINL GROUP I | 108832 | 2103723 | SPONSORED ADR |
| CANADIAN IMPERIAL BANK OF CO | 23079 | 2091188 | COM |
| ROYAL BK CDA | 11975 | 2041618 | COM |
| NOVARTIS AG | 14661 | 2021287 | SPONSORED ADR |
| TE CONNECTIVITY PLC | 8838 | 2010733 | ORD SHS |
| LPL FINL HLDGS INC | 5601 | 2000664 | COM |
| CRH PLC | 15925 | 1987440 | ORD |
| SHELL PLC | 26395 | 1939500 | SPON ADS |
| ORACLE CORP | 9942 | 1937716 | COM |
| EXPAND ENERGY CORPORATION | 17498 | 1931106 | COM |
| ISHARES TR | 40178 | 1922529 | ESG AWR US AGRGT |
| COCA-COLA FEMSA SAB DE CV | 20120 | 1905565 | SPONS ADS REP |
| THERMO FISHER SCIENTIFIC INC | 3278 | 1899437 | COM |
| TOYOTA MOTOR CORP | 8812 | 1886297 | ADS |
| NATIONAL GRID PLC | 24283 | 1878290 | SPONSORED ADR NE |
| TOTALENERGIES SE | 28666 | 1875306 | ACT |
| ISHARES TR | 7942 | 1830795 | LOW CARBON OPTIM |
| WEATHERFORD INTL PLC | 23375 | 1829328 | ORD SHS |
| VANGUARD INDEX FDS | 2892 | 1813732 | S&P 500 ETF SHS |
| COCA-COLA EUROPACIFIC PARTNE | 19913 | 1806109 | SHS |
| CANADIAN NATL RY CO | 18110 | 1790174 | COM |
| HEALTHEQUITY INC | 19217 | 1760469 | COM |
| FORTINET INC | 21631 | 1717718 | COM |
| NORDSON CORP | 7085 | 1703447 | COM |
| SANOFI SA | 34816 | 1687183 | SPONSORED ADR |
| SAIA INC | 5068 | 1654803 | COM |
| ISHARES TR | 5962 | 1651116 | RUS TP200 GR ETF |
| AMCOR PLC | 196775 | 1641104 | ORD |
| LINDE PLC | 3829 | 1632647 | SHS |
| JD.COM INC | 53529 | 1536282 | SPON ADS CL A |
| RELX PLC | 37473 | 1514659 | SPONSORED ADR |
| INVITATION HOMES INC | 52944 | 1471318 | COM |
| SCHWAB STRATEGIC TR | 52682 | 1445074 | US DIVIDEND EQ |
| DYNATRACE INC | 33082 | 1433774 | COM NEW |
| GLOBAL PMTS INC | 17989 | 1392314 | COM |
| SNAP INC | 168968 | 1363572 | CL A |
| LULULEMON ATHLETICA INC | 6511 | 1353051 | COM |
| GLOBAL X FDS | 15957 | 1312091 | S&P 500 CATHOLIC |
| CHIPOTLE MEXICAN GRILL INC | 34039 | 1259443 | COM |
| OCCIDENTAL PETE CORP | 30110 | 1238123 | COM |
| ON SEMICONDUCTOR CORP | 22746 | 1231696 | COM |
| JAMES HARDIE INDS PLC | 56736 | 1177272 | ORD SHS |
| SHERWIN WILLIAMS CO | 3481 | 1127948 | COM |
| BOEING CO | 5182 | 1125116 | COM |
| DOLLAR GEN CORP NEW | 8346 | 1108098 | COM |
| SYSCO CORP | 14962 | 1102565 | COM |
| EAGLE MATLS INC | 5044 | 1042494 | COM |
| CATERPILLAR INC | 1751 | 1003114 | COM |
| J P MORGAN EXCHANGE TRADED F | 9294 | 990926 | BETABUILDERS US |
| VANECK ETF TRUST | 20469 | 965318 | INTRMDT MUNI ETF |
| ISHARES TR | 8659 | 923915 | SHRT NAT MUN ETF |
| ISHARES TR | 39776 | 889598 | IBONDS 28 TRM TS |
| VANGUARD STAR FDS | 11550 | 871325 | VG TL INTL STK F |
| DUKE ENERGY CORP NEW | 7110 | 833403 | COM NEW |
| SEMPRA | 9321 | 822951 | COM |
| DISNEY WALT CO | 7125 | 810628 | COM |
| HONEYWELL INTL INC | 4092 | 798308 | COM |
| AFLAC INC | 7203 | 794275 | COM |
| ARROW ELECTRS INC | 6944 | 765090 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| PROGRESSIVE CORP | 3242 | 738268 | COM |
| PIMCO ETF TR | 13655 | 715659 | INTER MUN BD ACT |
| BUILDERS FIRSTSOURCE INC | 6911 | 711073 | COM |
| VANGUARD INDEX FDS | 1431 | 698207 | GROWTH ETF |
| FIRST CTZNS BANCSHARES INC D | 323 | 693216 | CL A |
| REGENERON PHARMACEUTICALS | 896 | 691596 | COM |
| ADVANCED MICRO DEVICES INC | 3090 | 661754 | COM |
| ISHARES TR | 27323 | 638937 | ESG AWRE USD ETF |
| INVESCO EXCH TRD SLF IDX FD | 27917 | 631333 | BULETSHS 2027 |
| VALERO ENERGY CORP | 3736 | 608183 | COM |
| SPDR GOLD TR | 1527 | 605165 | GOLD SHS |
| BONDBLOXX ETF TRUST | 11749 | 595909 | IR M TAXAWARE |
| INVESCO EXCH TRD SLF IDX FD | 24773 | 578192 | INVSCO BLSH 26 |
| AMERICAN EXPRESS CO | 1558 | 576348 | COM |
| VANGUARD SPECIALIZED FUNDS | 2599 | 571166 | DIV APP ETF |
| AT&T INC | 22894 | 568681 | COM |
| WEC ENERGY GROUP INC | 5233 | 551872 | COM |
| CANADIAN NAT RES LTD | 15618 | 528669 | COM |
| VANECK ETF TRUST | 10324 | 527763 | HIGH YLD MUNIETF |
| PALANTIR TECHNOLOGIES INC | 2893 | 514231 | CL A |
| PEPSICO INC | 3549 | 509406 | COM |
| MARATHON PETE CORP | 2943 | 478620 | COM |
| SMITH A O CORP | 6840 | 457459 | COM |
| DIMENSIONAL ETF TRUST | 9427 | 439204 | US MKTWIDE VALUE |
| PIMCO ETF TR | 8650 | 436220 | SHTRM MUN BD ACT |
| DIAMONDBACK ENERGY INC | 2837 | 426486 | COM |
| ISHARES SILVER TR | 6477 | 417248 | ISHARES |
| MERCK & CO INC | 3789 | 398865 | COM |
| SOUTHERN CO | 4546 | 396411 | COM |
| ANTERO RESOURCES CORP | 11389 | 392465 | COM |
| WILLIAMS COS INC | 6524 | 392158 | COM |
| MAYVILLE ENGR CO INC | 20904 | 391323 | COM |
| KROGER CO | 6254 | 390781 | COM |
| ENERGY TRANSFER L P | 23666 | 390252 | COM UT LTD PTN |
| ISHARES TR | 1953 | 387828 | MSCI USA QLT FCT |
| HALLIBURTON CO | 13490 | 381216 | COM |
| SELECT SECTOR SPDR TR | 2628 | 378419 | STATE STREET TEC |
| ISHARES TR | 3034 | 373971 | S&P 500 GRWT ETF |
| SCHWAB STRATEGIC TR | 11131 | 363082 | US LCAP GR ETF |
| CHENIERE ENERGY INC | 1856 | 360788 | COM NEW |
| VANGUARD WORLD FD | 855 | 353097 | MEGA GRWTH IND |
| PHILIP MORRIS INTL INC | 2140 | 343256 | COM |
| SPROTT ASSET MANAGEMENT LP | 7432 | 340386 | PHYSICAL GOLD AN |
| MASTERCARD INCORPORATED | 594 | 339103 | CL A |
| VANGUARD WORLD FD | 450 | 338865 | INF TECH ETF |
| BRISTOL-MYERS SQUIBB CO | 6236 | 336382 | COM |
| MCKESSON CORP | 410 | 336379 | COM |
| VANGUARD INDEX FDS | 1746 | 333457 | VALUE ETF |
| VANGUARD TAX-MANAGED FDS | 5310 | 331724 | VAN FTSE DEV MKT |
| TRUIST FINL CORP | 6672 | 328349 | COM |
| SSGA ACTIVE ETF TR | 7952 | 322096 | STATE STREET ULT |
| ISHARES TR | 2111 | 313886 | CORE S&P TTL STK |
| SELECT SECTOR SPDR TR | 2547 | 304137 | STATE STREET CON |
| NORTHROP GRUMMAN CORP | 521 | 297079 | COM |
| ARK ETF TR | 10172 | 294785 | SPACE & DEFENSE |
| CMS ENERGY CORP | 4010 | 280433 | COM |
| SCHWAB STRATEGIC TR | 6178 | 279307 | FUNDAMENTAL INTL |
| ISHARES TR | 2294 | 278973 | CORE HIGH DV ETF |
| COLGATE PALMOLIVE CO | 3498 | 276412 | COM |
| CHOICEONE FINL SVCS INC | 9318 | 275067 | COM |
| HENRY JACK & ASSOC INC | 1500 | 273720 | COM |
| EVERGY INC | 3653 | 264806 | COM |
| INTEL CORP | 7094 | 261756 | COM |
| CSX CORP | 7214 | 261511 | COM |
| ISHARES TR | 6542 | 258082 | INTL SEL DIV ETF |
| VANGUARD INTL EQUITY INDEX F | 3489 | 256658 | ALLWRLD EX US |
| SALESFORCE INC | 966 | 255903 | COM |
| GLOBAL X FDS | 6862 | 253433 | S&P EX US ETF |
| ALLIANT ENERGY CORP | 3890 | 252889 | COM |
| NUCOR CORP | 1527 | 249069 | COM |
| SSGA ACTIVE ETF TR | 5912 | 243994 | STATE STREET BLA |
| VERIZON COMMUNICATIONS INC | 5918 | 241058 | COM |
| ATMOS ENERGY CORP | 1416 | 237431 | COM |
| INNOVATOR ETFS TRUST | 4902 | 235198 | US EQT BUFR APR |
| PROSHARES TR | 3328 | 234324 | PSHS ULTRA QQQ |
| INNOVATOR ETFS TRUST | 6045 | 233757 | US EQUITY ACCELE |
| VANGUARD WHITEHALL FDS | 1565 | 224557 | HIGH DIV YLD |
| MONSTER BEVERAGE CORP NEW | 2894 | 221883 | COM |
| SIERRA BANCORP | 6560 | 214381 | COM |
| ISHARES TR | 2146 | 206359 | 7-10 YR TRSY BD |
| CONSTELLATION ENERGY CORP | 582 | 205603 | COM |
| VANGUARD INDEX FDS | 663 | 200299 | SML CP GRW ETF |
| ANGEL OAK FUNDS TRUST | 11101 | 97081 | MORTGAGE BACKED |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.