GREAT VALLEY ADVISOR GROUP, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, GREAT VALLEY ADVISOR GROUP, INC. held in its portfolio 500 assets valued at $5,204,190,958 (i.e. $5.20B).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($421.73M), NVIDIA CORPORATION ($201.50M), and AMERICAN CENTY ETF TR ($118.59M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
GREAT VALLEY ADVISOR GROUP, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 8119802 | 421730397 | STATE STREET SPD |
| NVIDIA CORPORATION | 1080451 | 201504494 | COM |
| AMERICAN CENTY ETF TR | 1035564 | 118592932 | US QUALITY GROW |
| WISDOMTREE TR | 1289748 | 113600873 | US LARGECAP DIVD |
| APPLE INC | 415043 | 112833358 | COM |
| PIMCO ETF TR | 1115814 | 103860127 | ACTIVE BD ETF |
| CAPITAL GRP FIXED INCM ETF T | 3024203 | 83528459 | US MULTI-SECTOR |
| MICROSOFT CORP | 154138 | 74543971 | COM |
| INVESCO EXCH TRADED FD TR II | 1312503 | 72936133 | S&P INTL MOMNT |
| AMAZON COM INC | 302645 | 69856825 | COM |
| WORLD GOLD TR | 805363 | 68753307 | SPDR GLD MINIS |
| AMERICAN CENTY ETF TR | 865913 | 66692019 | AVANTIS EMGMKT |
| J P MORGAN EXCHANGE TRADED F | 807304 | 60451167 | INTRNL RES EQT |
| VICTORY PORTFOLIOS II | 1485082 | 58482537 | SHARES FREE CASH |
| J P MORGAN EXCHANGE TRADED F | 771979 | 55366581 | ACTIVE VALUE ETF |
| INVESCO EXCHANGE TRADED FD T | 399276 | 55283833 | S&P MDCP MOMNTUM |
| CAPITAL GROUP GROWTH ETF | 1203656 | 53526999 | SHS CREATION UNI |
| J P MORGAN EXCHANGE TRADED F | 566163 | 52540257 | ACTIVE GROWTH |
| LEGG MASON ETF INVT | 1419817 | 52277545 | FRANKLIN INTL LW |
| ALPHABET INC | 165761 | 52015505 | CAP STK CL C |
| FEDERATED HERMES ETF TRUST | 1742820 | 49862412 | US STRATEGIC DIV |
| VICTORY PORTFOLIOS II | 864751 | 47792016 | VICTORYSHS US |
| VICTORY PORTFOLIOS II | 867794 | 45802398 | VICSHS DV AC ETF |
| T ROWE PRICE ETF INC | 1187582 | 45388946 | CAP APPRECIATION |
| INVESCO QQQ TR | 68359 | 41993664 | UNIT SER 1 |
| JANUS DETROIT STR TR | 802376 | 40584191 | HENDRSON AAA CL |
| ALPHABET INC | 126806 | 39689729 | CAP STK CL A |
| AMERICAN CENTY ETF TR | 906426 | 37999788 | AVANTIS CORE FI |
| META PLATFORMS INC | 54355 | 35879544 | CL A |
| BROADCOM INC | 101119 | 34996840 | COM |
| J P MORGAN EXCHANGE TRADED F | 538219 | 34650183 | SMALL & MID CAP |
| CAPITAL GRP FIXED INCM ETF T | 1250925 | 34250185 | MUNICIPAL INCOME |
| VANGUARD INDEX FDS | 67117 | 32743462 | GROWTH ETF |
| JPMORGAN CHASE & CO. | 98177 | 31634355 | COM |
| ISHARES TR | 313861 | 31347975 | CORE US AGGBD ET |
| SPDR S&P 500 ETF TR | 45891 | 31294442 | TR UNIT |
| ISHARES TR | 208880 | 31058610 | CORE S&P TTL STK |
| J P MORGAN EXCHANGE TRADED F | 526978 | 30628141 | NASDAQ EQT PREM |
| VANGUARD WELLINGTON FD | 159160 | 30438941 | US MOMENTUM |
| WISDOMTREE TR | 590319 | 30259593 | US MULTIFACTOR |
| SCHWAB STRATEGIC TR | 1110269 | 30210788 | FUNDAMENTAL US L |
| ISHARES SILVER TR | 463306 | 29846272 | ISHARES |
| PACER FDS TR | 485760 | 29228535 | US CASH COWS 100 |
| VANGUARD INDEX FDS | 85534 | 28677047 | TOTAL STK MKT |
| AMPLIFY ETF TR | 724398 | 27780510 | CWP INTL ENHANCE |
| JANUS DETROIT STR TR | 596680 | 27261957 | HENDERSON MTG |
| SCHWAB STRATEGIC TR | 957238 | 26257009 | US DIVIDEND EQ |
| GLOBAL X FDS | 535835 | 25608048 | US INFR DEV ETF |
| VANGUARD INDEX FDS | 40587 | 25453450 | S&P 500 ETF SHS |
| RBB FUND TRUST | 521259 | 25207942 | FIRST EAGLE OVER |
| VANGUARD INDEX FDS | 130047 | 24838157 | VALUE ETF |
| SELECT SECTOR SPDR TR | 166511 | 23972414 | STATE STREET TEC |
| SPDR INDEX SHS FDS | 264176 | 23952399 | MSCI EAFE STRTGC |
| ISHARES TR | 329905 | 22466824 | MSCI USA QUALITY |
| ISHARES TR | 464532 | 22283167 | MSCI INTL MOMENT |
| CAPITAL GROUP DIVIDEND VALUE | 496245 | 21656295 | SHS CREATION UNI |
| ISHARES TR | 31449 | 21541132 | CORE S&P500 ETF |
| PIMCO ETF TR | 473091 | 21440881 | MUNI INCOME OPP |
| SCHWAB STRATEGIC TR | 472655 | 21369017 | FUNDAMENTAL INTL |
| J P MORGAN EXCHANGE TRADED F | 454774 | 21051000 | INCOME ETF |
| ELI LILLY & CO | 19012 | 20431975 | COM |
| VANGUARD INDEX FDS | 72085 | 18594591 | SMALL CP ETF |
| WALMART INC | 166310 | 18528489 | COM |
| FIRST TR EXCHNG TRADED FD VI | 538988 | 18452474 | FT VEST LADDERED |
| VANGUARD INDEX FDS | 63309 | 18373962 | MID CAP ETF |
| VANGUARD SPECIALIZED FUNDS | 83105 | 18264906 | DIV APP ETF |
| VISA INC | 51695 | 18129446 | COM CL A |
| ISHARES TR | 38082 | 18024574 | RUS 1000 GRW ETF |
| BERKSHIRE HATHAWAY INC DEL | 35429 | 17808332 | CL B NEW |
| VANGUARD BD INDEX FDS | 225815 | 17586155 | INTERMED TERM |
| CAPITAL GROUP CORE BALANCED | 496331 | 17535812 | SHS |
| TESLA INC | 37072 | 16671590 | COM |
| JANUS DETROIT STR TR | 338711 | 16643857 | HENDRSN SHRT ETF |
| WISDOMTREE TR | 289854 | 16591645 | EMG MKTS SMCAP |
| VANECK ETF TRUST | 45446 | 16366567 | SEMICONDUCTR ETF |
| ABBVIE INC | 71310 | 16293454 | COM |
| WISDOMTREE TR | 182150 | 16290018 | US QTLY DIV GRT |
| JOHNSON & JOHNSON | 69852 | 14455618 | COM |
| J P MORGAN EXCHANGE TRADED F | 210328 | 13972222 | HEDGED EQUITY LA |
| ISHARES TR | 126376 | 13536602 | NATIONAL MUN ETF |
| SPDR GOLD TR | 33949 | 13454200 | GOLD SHS |
| ETFIS SER TR I | 169135 | 13353223 | VIRTUS REAVES UT |
| PIMCO ETF TR | 136318 | 13339049 | INV GRD CRP BD |
| NETFLIX INC | 139470 | 13076905 | COM |
| HOME DEPOT INC | 37994 | 13073707 | COM |
| MCDONALDS CORP | 42320 | 12934142 | COM |
| ISHARES TR | 132182 | 12710541 | 7-10 YR TRSY BD |
| J P MORGAN EXCHANGE TRADED F | 235616 | 11919406 | ULTRA SHRT ETF |
| ISHARES TR | 95398 | 11759063 | S&P 500 GRWT ETF |
| SPDR INDEX SHS FDS | 262486 | 11657264 | PORTFOLIO DEVLPD |
| DIMENSIONAL ETF TRUST | 290006 | 11481311 | US CORE EQUITY 2 |
| J P MORGAN EXCHANGE TRADED F | 92591 | 11416874 | BETABUILDRS US |
| RBB FUND TRUST | 247577 | 11395288 | FIRST EAGLE GBL |
| COSTCO WHSL CORP NEW | 13020 | 11227042 | COM |
| FIRST TR EXCHANGE-TRADED FD | 115374 | 10997531 | SHS |
| FIDELITY GREENWOOD STREET TR | 355650 | 10993000 | HEDGED EQTY ETF |
| AB ACTIVE ETFS INC | 302052 | 10852736 | SHORT DURATION H |
| J P MORGAN EXCHANGE TRADED F | 212930 | 10847117 | ULTRA SHT MUNCPL |
| VANGUARD SCOTTSDALE FDS | 87474 | 10650273 | VNG RUS1000GRW |
| JANUS DETROIT STR TR | 144269 | 10612695 | HENDERSN CAP ETF |
| QUALCOMM INC | 61476 | 10515161 | COM |
| SCHWAB STRATEGIC TR | 400609 | 10508154 | US BRD MKT ETF |
| NEW YORK LIFE INVTS ACTIVE E | 422597 | 10282043 | NYLI MACKAY MUN |
| BLACKROCK ETF TRUST | 168549 | 10249787 | ISHARES US EQUIT |
| VANGUARD BD INDEX FDS | 127507 | 10049139 | SHORT TRM BOND |
| UNITEDHEALTH GROUP INC | 30366 | 10023746 | COM |
| NEXTERA ENERGY INC | 123682 | 9929544 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 84326 | 9821893 | COM SHS |
| SPDR INDEX SHS FDS | 206937 | 9686733 | PORTFOLIO EMG MK |
| SALESFORCE INC | 36322 | 9622063 | COM |
| ARISTA NETWORKS INC | 73213 | 9592589 | COM SHS |
| PROCTER AND GAMBLE CO | 66564 | 9539509 | COM |
| EA SERIES TRUST | 184997 | 9484948 | FREEDOM 100 EM |
| TAIWAN SEMICONDUCTOR MFG LTD | 30782 | 9353832 | SPONSORED ADS |
| SCHWAB STRATEGIC TR | 387890 | 9324879 | INTL EQTY ETF |
| HONEYWELL INTL INC | 47499 | 9266917 | COM |
| FIRST TR EXCHANGE-TRADED FD | 95340 | 8820419 | CAP STRENGTH ETF |
| ISHARES TR | 41564 | 8814517 | S&P 500 VAL ETF |
| CAPITAL GROUP CORE EQUITY ET | 218920 | 8806932 | SHS CREATION UNI |
| ISHARES TR | 212935 | 8806735 | HDG MSCI EAFE |
| ETF SER SOLUTIONS | 80191 | 8793938 | DEFIANCE QUANTUM |
| VANGUARD TAX-MANAGED FDS | 140654 | 8786776 | VAN FTSE DEV MKT |
| SCHWAB STRATEGIC TR | 274683 | 8654861 | FUNDAMENTAL US S |
| ALTRIA GROUP INC | 145821 | 8407931 | COM |
| PALANTIR TECHNOLOGIES INC | 47198 | 8389874 | CL A |
| CHEVRON CORP NEW | 54687 | 8335209 | COM |
| MORGAN STANLEY | 46823 | 8312811 | COM NEW |
| BANK AMERICA CORP | 149066 | 8198133 | COM |
| AMPLIFY ETF TR | 184141 | 8194471 | CWP ENHANCED DIV |
| ISHARES GOLD TR | 100778 | 8179719 | ISHARES NEW |
| ISHARES TR | 89668 | 8021583 | CORE MSCI EAFE |
| ISHARES TR | 83516 | 8020303 | MSCI EAFE ETF |
| FIDELITY COVINGTON TRUST | 211946 | 8007301 | ENHANCED SMALL |
| VANGUARD MUN BD FDS | 158301 | 7960883 | TAX EXEMPT BD |
| INVESCO EXCHANGE TRADED FD T | 108777 | 7832581 | S&P SMLCP MOMENT |
| FIRST TR EXCHANGE-TRADED FD | 202755 | 7769146 | SMID RISNG ETF |
| ISHARES TR | 114493 | 7556702 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 23639 | 7441608 | LARGE CAP ETF |
| ISHARES TR | 89576 | 7388568 | CORE MSCI INTL |
| J P MORGAN EXCHANGE TRADED F | 136373 | 7374048 | ACTIVE BOND ETF |
| ECOLAB INC | 26842 | 7046360 | COM |
| J P MORGAN EXCHANGE TRADED F | 138397 | 6988939 | MUNICIPAL ETF |
| CAPITAL GRP FIXED INCM ETF T | 267218 | 6950215 | SHORT DURATION |
| VERTIV HOLDINGS CO | 42600 | 6901322 | COM CL A |
| PIMCO ETF TR | 127875 | 6861782 | 1-5 US TIP IDX |
| UNION PAC CORP | 28691 | 6636730 | COM |
| THE ALGER ETF TRUST | 183649 | 6631553 | AI ENABLERS ADOP |
| JOHN HANCOCK EXCHANGE TRADED | 100633 | 6589443 | MULTIFACTOR MI |
| ISHARES TR | 78084 | 6466966 | 1 3 YR TREAS BD |
| EXXON MOBIL CORP | 53529 | 6441291 | COM |
| PALO ALTO NETWORKS INC | 34181 | 6296421 | COM |
| ISHARES TR | 229833 | 6274326 | FALN ANGLS USD |
| CROWDSTRIKE HLDGS INC | 13275 | 6223055 | CL A |
| FIRST TR EXCHANGE TRADED FD | 89550 | 6220839 | RISNG DIVD ACHIV |
| ISHARES TR | 73180 | 6193983 | CORE MSCI TOTAL |
| ISHARES TR | 56077 | 6163448 | TIPS BD ETF |
| ISHARES TR | 16001 | 5975492 | RUS 1000 ETF |
| INVESCO EXCH TRADED FD TR II | 49689 | 5928531 | S&P 500 MOMNTM |
| GE VERNOVA INC | 8837 | 5775361 | COM |
| SPROTT ASSET MANAGEMENT LP | 243784 | 5765380 | PHYSICAL SILVER |
| ORACLE CORP | 28992 | 5651003 | COM |
| SCHWAB STRATEGIC TR | 168879 | 5508614 | US LCAP GR ETF |
| EMCOR GROUP INC | 8996 | 5503920 | COM |
| SELECT SECTOR SPDR TR | 45873 | 5399935 | STATE STREET COM |
| AMERICAN TOWER CORP NEW | 30723 | 5394285 | COM |
| FIRST TR EXCHANGE-TRADED FD | 89884 | 5386779 | FIRST TR ENH NEW |
| NOVARTIS AG | 38951 | 5370145 | SPONSORED ADR |
| PIMCO ETF TR | 104034 | 5358853 | PREFERRED AND CP |
| ABBOTT LABS | 42709 | 5350579 | COM |
| J P MORGAN EXCHANGE TRADED F | 93446 | 5349089 | EQUITY PREMIUM |
| ISHARES TR | 25202 | 5301285 | RUS 1000 VAL ETF |
| INVESCO EXCH TRD SLF IDX FD | 85250 | 5211093 | RUSL 1000 DYNM |
| ISHARES TR | 43298 | 5167813 | 3 7 YR TREAS BD |
| CATERPILLAR INC | 8989 | 5149853 | COM |
| VANGUARD INTL EQUITY INDEX F | 95223 | 5119402 | FTSE EMR MKT ETF |
| CISCO SYS INC | 66005 | 5084653 | COM |
| PEPSICO INC | 35227 | 5056015 | COM |
| ISHARES TR | 134794 | 5040610 | BROAD USD HIGH |
| CAPITAL GROUP CONSERVATIVE E | 163781 | 4993770 | SHS |
| INVESCO EXCHANGE TRADED FD T | 84223 | 4992784 | S&P 500 TOP 50 |
| ISHARES TR | 36328 | 4974693 | RUS MD CP GR ETF |
| INVESCO EXCHANGE TRADED FD T | 31425 | 4921942 | AEROSPACE DEFN |
| CITIGROUP INC | 41937 | 4893234 | COM NEW |
| UBER TECHNOLOGIES INC | 59692 | 4877070 | COM |
| ISHARES TR | 29034 | 4876251 | CORE S&P US GWT |
| ISHARES TR | 69880 | 4850758 | CORE DIV GRWTH |
| PIMCO ETF TR | 181780 | 4849896 | MULTISECTOR BD |
| ISHARES TR | 208407 | 4799009 | US TREAS BD ETF |
| MERCK & CO INC | 45189 | 4756679 | COM |
| VANGUARD INDEX FDS | 15465 | 4671814 | SML CP GRW ETF |
| VANECK ETF TRUST | 203526 | 4662789 | SHRT HGH YLD MUN |
| GE AEROSPACE | 14926 | 4597485 | COM NEW |
| HARBOR ETF TRUST | 184807 | 4586652 | HARBOR COMMODITY |
| INTERNATIONAL BUSINESS MACHS | 15398 | 4560642 | COM |
| CARVANA CO | 10709 | 4519348 | CL A |
| VANGUARD SCOTTSDALE FDS | 53353 | 4468789 | INT-TERM CORP |
| VANGUARD INDEX FDS | 25109 | 4453184 | MCAP VL IDXVIP |
| BLACKSTONE INC | 28717 | 4426955 | COM |
| ISHARES TR | 25916 | 4421973 | RUS TOP 200 ETF |
| ISHARES TR | 13658 | 4411781 | RUS 2000 GRW ETF |
| LOCKHEED MARTIN CORP | 8914 | 4311838 | COM |
| SELECT SECTOR SPDR TR | 78326 | 4289921 | STATE STREET FIN |
| BOSTON SCIENTIFIC CORP | 44918 | 4282975 | COM |
| THERMO FISHER SCIENTIFIC INC | 7374 | 4272698 | COM |
| PRINCIPAL EXCHANGE TRADED FD | 73049 | 4217119 | PRIN U S SMALL |
| SCHWAB STRATEGIC TR | 137716 | 4141106 | US MID-CAP ETF |
| INVESCO DB MULTI-SECTOR COMM | 39922 | 4104182 | PRECIOUS METAL |
| QUAD / GRAPHICS INC | 644912 | 4044000 | COM CL A |
| FIRST TR EXCHANGE-TRADED FD | 199341 | 4011000 | VEST INVESTMENT |
| VANGUARD ADMIRAL FDS INC | 8948 | 3978071 | 500 GRTH IDX F |
| T-MOBILE US INC | 19584 | 3976684 | COM |
| VANGUARD INDEX FDS | 14050 | 3921793 | MCAP GR IDXVIP |
| LOWES COS INC | 16185 | 3903771 | COM |
| INVESCO EXCHANGE TRADED FD T | 20330 | 3894263 | S&P500 EQL WGT |
| ALIBABA GROUP HLDG LTD | 26514 | 3886246 | SPONSORED ADS |
| 3M CO | 24231 | 3879502 | COM |
| ISHARES TR | 41048 | 3864885 | MSCI USA MIN VOL |
| SELECT SECTOR SPDR TR | 84646 | 3838818 | STATE STREET MAT |
| FIDELITY COVINGTON TRUST | 67301 | 3815748 | HIGH DIVID ETF |
| EATON CORP PLC | 11967 | 3811264 | SHS |
| HARBOR ETF TRUST | 120781 | 3756825 | LONG TERM GROWER |
| ISHARES TR | 31201 | 3750147 | CORE S&P SCP ETF |
| ADVANCED MICRO DEVICES INC | 17397 | 3725585 | COM |
| AMERICAN CENTY ETF TR | 33236 | 3715522 | US EQT ETF |
| VANGUARD WORLD FD | 18857 | 3651654 | COMM SRVC ETF |
| ISHARES TR | 34199 | 3649065 | SHRT NAT MUN ETF |
| AMGEN INC | 11144 | 3647262 | COM |
| COCA COLA CO | 52103 | 3642403 | COM |
| EMERSON ELEC CO | 27168 | 3606051 | COM |
| THE CIGNA GROUP | 12924 | 3556974 | COM |
| STARBUCKS CORP | 42228 | 3555506 | COM |
| POWELL INDS INC | 11093 | 3535594 | COM |
| ISHARES TR | 34450 | 3532273 | CORE S&P US VLU |
| GOLDMAN SACHS GROUP INC | 4018 | 3532159 | COM |
| BLACKROCK INC | 3264 | 3493819 | COM |
| INVESCO EXCHANGE TRADED FD T | 34096 | 3492078 | S&P MDCP QUALITY |
| SCHWAB CHARLES CORP | 34827 | 3479988 | COM |
| DIMENSIONAL ETF TRUST | 72025 | 3453318 | SHORT DURATION F |
| CHUBB LIMITED | 10994 | 3430822 | COM |
| MASTERCARD INCORPORATED | 5977 | 3412335 | CL A |
| VANGUARD BD INDEX FDS | 44266 | 3279191 | TOTAL BND MRKT |
| VANGUARD STAR FDS | 42717 | 3222401 | VG TL INTL STK F |
| WISDOMTREE TR | 52230 | 3218393 | EFFICIENT GLD PL |
| MICRON TECHNOLOGY INC | 11203 | 3197293 | COM |
| ISHARES TR | 31551 | 3167044 | 0-3 MNTH TREASRY |
| FLOWSERVE CORP | 45576 | 3162351 | COM |
| SELECT SECTOR SPDR TR | 19977 | 3099198 | STATE STREET IND |
| RTX CORPORATION | 16874 | 3094354 | COM |
| FASTENAL CO | 76253 | 3059990 | COM |
| VANGUARD INTL EQUITY INDEX F | 41506 | 3052911 | ALLWRLD EX US |
| ISHARES TR | 12325 | 3034449 | RUSSELL 2000 ETF |
| ISHARES TR | 21475 | 3029225 | RUS MDCP VAL ETF |
| MONDELEZ INTL INC | 56103 | 3019845 | CL A |
| JOHN HANCOCK EXCHANGE TRADED | 135726 | 3007684 | MORTGAGE BACKED |
| SCHWAB STRATEGIC TR | 91781 | 3005456 | EMRG MKTEQ ETF |
| INVESCO EXCH TRADED FD TR II | 11874 | 3003798 | NASDAQ 100 ETF |
| CONSTELLATION ENERGY CORP | 8411 | 2971643 | COM |
| SPROTT ASSET MANAGEMENT LP | 89700 | 2961866 | PHYSICAL GOLD TR |
| ISHARES INC | 43934 | 2953261 | CORE MSCI EMKT |
| DIMENSIONAL ETF TRUST | 69250 | 2947621 | CORE FIXED INCOM |
| SERVICENOW INC | 19236 | 2947080 | COM |
| FIRST TR EXCHANGE TRADED FD | 29231 | 2874029 | RBA INDL ETF |
| ISHARES TR | 10369 | 2871324 | RUS TP200 GR ETF |
| RBB FD INC | 57274 | 2856826 | US TREAS 3 MNTH |
| VANGUARD WORLD FD | 6914 | 2853763 | MEGA GRWTH IND |
| CADENCE DESIGN SYSTEM INC | 9106 | 2846097 | COM |
| VANGUARD INTL EQUITY INDEX F | 19843 | 2844161 | FTSE SMCAP ETF |
| PROSHARES TR | 26931 | 2802172 | S&P 500 DV ARIST |
| AMERICAN CENTY ETF TR | 27123 | 2766530 | US SML CP VALU |
| ENTERPRISE PRODS PARTNERS L | 85892 | 2753472 | COM |
| FIRST TR EXCHANGE TRADED FD | 38500 | 2751250 | NASDAQ CYB ETF |
| ISHARES TR | 24861 | 2738822 | TRUST ISHARE 0-1 |
| PHILIP MORRIS INTL INC | 17070 | 2738133 | COM |
| SOUTHERN CO | 31015 | 2704687 | COM |
| WISDOMTREE TR | 55197 | 2685772 | ITL HDG QTLY DIV |
| FIRST SOLAR INC | 10228 | 2671625 | COM |
| AXON ENTERPRISE INC | 4698 | 2668379 | COM |
| PGIM ETF TR | 53596 | 2657799 | PGIM ULTRA SH BD |
| APPLOVIN CORP | 3858 | 2599141 | COM CL A |
| INVESCO EXCHANGE TRADED FD T | 54767 | 2569978 | RAFI US 1000 ETF |
| GLOBAL X FDS | 135920 | 2569817 | US PFD ETF |
| STERLING INFRASTRUCTURE INC | 8386 | 2568156 | COM |
| VANGUARD WORLD FD | 18167 | 2564705 | MEGA CAP VAL ETF |
| VANECK ETF TRUST | 100104 | 2551042 | IG FLOATING RATE |
| CONSOLIDATED EDISON INC | 25561 | 2538841 | COM |
| SHOPIFY INC | 15460 | 2488131 | CL A SUB VTG SHS |
| THORNBURG ETF TR | 79269 | 2485076 | INTL EQUITY ETF |
| SELECT SECTOR SPDR TR | 55544 | 2483514 | STATE STREET ENE |
| BAKER HUGHES COMPANY | 53188 | 2422285 | CL A |
| HERSHEY CO | 13214 | 2404376 | COM |
| ISHARES TR | 49853 | 2402062 | FUTURE AI & TECH |
| DEERE & CO | 5117 | 2381709 | COM |
| VANGUARD WORLD FD | 3142 | 2368229 | INF TECH ETF |
| SPDR DOW JONES INDL AVERAGE | 4929 | 2368210 | UT SER 1 |
| FIRST TR EXCHANGE TRADED FD | 15422 | 2359791 | NASDQ CLN EDGE |
| ENERGY TRANSFER L P | 142944 | 2357566 | COM UT LTD PTN |
| CAVA GROUP INC | 39960 | 2345473 | COM |
| CAPITAL GRP FIXED INCM ETF T | 88842 | 2340297 | SHORT DURATION M |
| VANGUARD WHITEHALL FDS | 16225 | 2328425 | HIGH DIV YLD |
| MEDTRONIC PLC | 24212 | 2325752 | SHS |
| VANGUARD CHARLOTTE FDS | 48016 | 2320130 | TOTAL INT BD ETF |
| WELLS FARGO CO NEW | 24890 | 2319636 | COM |
| VERIZON COMMUNICATIONS INC | 56695 | 2309111 | COM |
| FIRST TR EXCHNG TRADED FD VI | 70919 | 2300000 | FT VEST NAS |
| SELECT SECTOR SPDR TR | 14647 | 2267122 | STATE STREET HEA |
| NORTHROP GRUMMAN CORP | 3928 | 2239868 | COM |
| CONSTELLATION BRANDS INC | 16190 | 2233512 | CL A |
| ISHARES BITCOIN TRUST ETF | 44739 | 2220942 | SHS BEN INT |
| CAPITAL GROUP INTL FOCUS EQT | 75037 | 2216868 | SHS CREATION UNI |
| MCKESSON CORP | 2693 | 2208870 | COM |
| INVESCO EXCHANGE TRADED FD T | 18454 | 2180530 | S&P 100 EQL WIGH |
| SELECT SECTOR SPDR TR | 21046 | 2170855 | STATE STREET CON |
| FIRST TR EXCHNG TRADED FD VI | 83550 | 2167616 | VEST BUFFERED |
| ISHARES TR | 19002 | 2165068 | EAFE GRWTH ETF |
| VANECK ETF TRUST | 20798 | 2154044 | MRNGSTR WDE MOAT |
| FIRST TR EXCHANGE-TRADED FD | 100684 | 2134494 | INTERMEDIATE DUR |
| US BANCORP DEL | 39674 | 2116962 | COM NEW |
| FIDELITY COVINGTON TRUST | 57900 | 2106685 | ENHANCED MID |
| LAM RESEARCH CORP | 12260 | 2098362 | COM NEW |
| ISHARES TR | 11683 | 2095638 | US BR DEL SE ETF |
| WASTE MGMT INC DEL | 9499 | 2087255 | COM |
| WEC ENERGY GROUP INC | 19779 | 2085667 | COM |
| BOEING CO | 9607 | 2085580 | COM |
| CAPITAL GRP FIXED INCM ETF T | 78608 | 2084549 | CORE BOND ETF |
| ISHARES TR | 46409 | 2067061 | GNMA BOND ETF |
| KLA CORP | 1682 | 2043938 | COM NEW |
| SELECT SECTOR SPDR TR | 47687 | 2036036 | STATE STREET UTI |
| ISHARES TR | 5858 | 2008752 | S&P 100 ETF |
| ADOBE INC | 5734 | 2007178 | COM |
| GOLDMAN SACHS ETF TR | 15034 | 1990313 | ACTIVEBETA US LG |
| ISHARES TR | 22835 | 1990304 | 20 YR TR BD ETF |
| TARGA RES CORP | 10711 | 1975699 | COM |
| NEUBERGER BERMAN ETF TRUST | 38140 | 1952158 | SHORT DURATION I |
| VANGUARD SCOTTSDALE FDS | 8221 | 1940000 | VNG RUS2000GRW |
| PIMCO ETF TR | 38421 | 1937584 | SHTRM MUN BD ACT |
| FIDELITY COVINGTON TRUST | 52602 | 1924621 | ENHANCED INTL |
| COINBASE GLOBAL INC | 8507 | 1923343 | COM CL A |
| ISHARES TR | 18307 | 1922417 | GLOBAL TECH ETF |
| PFIZER INC | 76998 | 1917262 | COM |
| ISHARES TR | 14716 | 1900774 | EXPND TEC SC ETF |
| PHILLIPS 66 | 14726 | 1900075 | COM |
| EVERSOURCE ENERGY | 28146 | 1894594 | COM |
| MP MATERIALS CORP | 37147 | 1876729 | COM CL A |
| SCHWAB STRATEGIC TR | 69141 | 1860222 | US LRG CAP ETF |
| OCCIDENTAL PETE CORP | 44500 | 1830219 | COM |
| DIMENSIONAL ETF TRUST | 48051 | 1827131 | US HIGH PROFITAB |
| COLGATE PALMOLIVE CO | 23027 | 1819854 | COM |
| SPDR SERIES TRUST | 56598 | 1817363 | BLOOMBERG INTL |
| LINDE PLC | 4252 | 1813323 | SHS |
| CENCORA INC | 5345 | 1804724 | COM |
| UNILEVER PLC | 27293 | 1785192 | SPON ADR NEW |
| WISDOMTREE TR | 35422 | 1782752 | FLOATNG RAT TREA |
| APPLIED MATLS INC | 6920 | 1778433 | COM |
| FIDELITY COVINGTON TRUST | 51692 | 1769409 | INT VL FCT ETF |
| VANGUARD WORLD FD | 7028 | 1765422 | MEGA CAP INDEX |
| SHELL PLC | 23872 | 1753784 | SPON ADS |
| ENTERGY CORP NEW | 18939 | 1750591 | COM |
| VANGUARD WELLINGTON FD | 11506 | 1734410 | US MULTIFACTOR |
| WISDOMTREE TR | 33568 | 1732583 | US MIDCAP DIVID |
| PGIM ETF TR | 33749 | 1729927 | AAA CLO ETF |
| AMERICAN EXPRESS CO | 4672 | 1728335 | COM |
| VANGUARD INDEX FDS | 8157 | 1727948 | SM CP VAL ETF |
| REALTY INCOME CORP | 30630 | 1727080 | COM |
| ISHARES TR | 32397 | 1713539 | ISHS 1-5YR INVS |
| SCHWAB STRATEGIC TR | 65924 | 1698202 | MUN BD ETF |
| SPDR INDEX SHS FDS | 37602 | 1692850 | DJ GLB RL ES ETF |
| ARK ETF TR | 21857 | 1681646 | INNOVATION ETF |
| J P MORGAN EXCHANGE TRADED F | 33355 | 1664978 | BETABUILDERS US |
| DIMENSIONAL ETF TRUST | 30321 | 1644176 | GLOBAL CR ETF |
| CUMMINS INC | 3215 | 1640897 | COM |
| FRANKLIN TEMPLETON ETF TR | 42189 | 1640881 | INTL COR DIV TIL |
| DIMENSIONAL ETF TRUST | 33838 | 1629979 | NATL MUN BD ETF |
| ISHARES TR | 22480 | 1605539 | EAFE VALUE ETF |
| AT&T INC | 64285 | 1597076 | COM |
| ACCENTURE PLC IRELAND | 5906 | 1584578 | SHS CLASS A |
| CAPITAL ONE FINL CORP | 6395 | 1550194 | COM |
| ISHARES TR | 28662 | 1544295 | ISHS 5-10YR INVT |
| ISHARES TR | 16037 | 1543935 | RUS MID CAP ETF |
| PNC FINL SVCS GROUP INC | 7358 | 1535524 | COM |
| ISHARES INC | 48270 | 1533526 | MSCI BRAZIL ETF |
| WISDOMTREE TR | 10607 | 1528678 | JAPN HEDGE EQT |
| ISHARES TR | 8391 | 1520580 | RUS 2000 VAL ETF |
| INVESCO EXCHANGE TRADED FD T | 20252 | 1519717 | S&P500 QUALITY |
| NUCOR CORP | 9288 | 1514992 | COM |
| ARGENX SE | 1800 | 1514196 | SPONSORED ADR |
| INVESCO EXCH TRADED FD TR II | 13199 | 1511283 | S&P 500 REVENUE |
| AMPHENOL CORP NEW | 11130 | 1503771 | CL A |
| FIDELITY COVINGTON TRUST | 33981 | 1499877 | SML MID MLTFCT |
| ISHARES TR | 28202 | 1499042 | CORE DIVID ETF |
| DBX ETF TR | 40688 | 1498762 | XTRACK USD HIGH |
| BOOKING HOLDINGS INC | 279 | 1495189 | COM |
| DIMENSIONAL ETF TRUST | 39108 | 1490408 | INTL CORE EQT MK |
| CASEYS GEN STORES INC | 2695 | 1489566 | COM |
| INTUITIVE SURGICAL INC | 2614 | 1480510 | COM NEW |
| VANGUARD SCOTTSDALE FDS | 4911 | 1474922 | VNG RUS3000IDX |
| ISHARES TR | 7424 | 1474271 | MSCI USA QLT FCT |
| SPOTIFY TECHNOLOGY S A | 2538 | 1473737 | SHS |
| FIDELITY COVINGTON TRUST | 17853 | 1472540 | MSCI INDL INDX |
| FIRST TR EXCHANGE TRADED FD | 15113 | 1463112 | NASD TECH DIV |
| INTEL CORP | 39544 | 1458811 | COM |
| DIMENSIONAL ETF TRUST | 20794 | 1448739 | US SMALL CAP ETF |
| FIDELITY MERRIMACK STR TR | 31444 | 1447669 | TOTAL BD ETF |
| VALERO ENERGY CORP | 8855 | 1441065 | COM |
| CAPITAL GROUP INTERNATIONAL | 44191 | 1436083 | SHS |
| ISHARES TR | 4686 | 1411120 | ISHARES SEMICDTR |
| SSGA ACTIVE ETF TR | 34975 | 1407743 | STATE STREET DOU |
| GLOBAL X FDS | 27582 | 1402976 | ARTIFICIAL ETF |
| VANGUARD INTL EQUITY INDEX F | 9915 | 1398384 | TT WRLD ST ETF |
| ISHARES TR | 14562 | 1386447 | MBS ETF |
| FIDELITY COVINGTON TRUST | 17643 | 1371545 | MSCI FINLS IDX |
| WISDOMTREE TR | 23294 | 1366652 | US QUALITY GROW |
| DIMENSIONAL ETF TRUST | 41403 | 1361574 | US SMALL CAP VAL |
| CONOCOPHILLIPS | 14137 | 1323494 | COM |
| J P MORGAN EXCHANGE TRADED F | 25253 | 1319198 | INTL HDGD EQT LA |
| UNITED PARCEL SERVICE INC | 12994 | 1288699 | CL B |
| GLOBAL X FDS | 29780 | 1272463 | GLOBAL X URANIUM |
| VANGUARD INDEX FDS | 6059 | 1266818 | EXTEND MKT ETF |
| VANGUARD WORLD FD | 9372 | 1251305 | FINANCIALS ETF |
| ISHARES TR | 3231 | 1249841 | RUSSELL 3000 ETF |
| DISNEY WALT CO | 10878 | 1237870 | COM |
| COREWEAVE INC | 17237 | 1234638 | COM CL A |
| FIDELITY WISE ORIGIN BITCOIN | 16096 | 1227157 | SHS |
| KIMBERLY-CLARK CORP | 12161 | 1227104 | COM |
| DIMENSIONAL ETF TRUST | 22559 | 1219352 | GLOBAL CORE PLUS |
| DELTA AIR LINES INC DEL | 17540 | 1217677 | COM NEW |
| VANGUARD ADMIRAL FDS INC | 10972 | 1217454 | SMLLCP 600 IDX |
| INVESCO EXCH TRADED FD TR II | 24932 | 1215147 | S&P SMALLCAP 600 |
| IONQ INC | 26922 | 1208096 | COM |
| DIMENSIONAL ETF TRUST | 34627 | 1192769 | INTL CORE EQUITY |
| FEDEX CORP | 4123 | 1190755 | COM |
| ALLSTATE CORP | 5668 | 1179837 | COM |
| GLOBAL X FDS | 18073 | 1170931 | DEFENSE TECH ETF |
| SPDR S&P MIDCAP 400 ETF TR | 1930 | 1164102 | UTSER1 S&PDCRP |
| GUGGENHEIM STRATEGIC OPPORTU | 90270 | 1162681 | COM SBI |
| ROYAL BK CDA | 6750 | 1150584 | COM |
| COMCAST CORP NEW | 38446 | 1149274 | CL A |
| TRANSDIGM GROUP INC | 863 | 1147704 | COM |
| TWO RDS SHARED TR | 25231 | 1137401 | LDRSHS ALPFACT |
| INVESCO EXCHANGE TRADED FD T | 14104 | 1122449 | S&P500 EQL ENR |
| ENBRIDGE INC | 23427 | 1120289 | COM |
| FIRST TR EXCHANGE-TRADED FD | 44747 | 1119126 | FT VEST GOLD |
| VANGUARD WORLD FD | 9228 | 1116021 | ESG US STK ETF |
| ISHARES TR | 12826 | 1106159 | MSCI EAFE MIN VL |
| FIRST TR EXCH TRADED FD III | 23018 | 1103345 | MUNI HI INCM ETF |
| SPDR INDEX SHS FDS | 14177 | 1087073 | PORTFLI MSCI GBL |
| MONSTER BEVERAGE CORP NEW | 14121 | 1082312 | COM |
| VANGUARD SCOTTSDALE FDS | 6660 | 1064853 | VNG RUS2000VAL |
| EXELON CORP | 24270 | 1058001 | COM |
| PIMCO ETF TR | 20100 | 1053292 | INTER MUN BD ACT |
| BLOCK INC | 15961 | 1038893 | CL A |
| TARGET CORP | 10514 | 1028118 | COM |
| PARKER-HANNIFIN CORP | 1164 | 1023458 | COM |
| TJX COS INC NEW | 6656 | 1022583 | COM |
| DUKE ENERGY CORP NEW | 8627 | 1010757 | COM NEW |
| CELESTICA INC | 3417 | 1009912 | COM |
| FRANKLIN TEMPLETON ETF TR | 17726 | 997288 | US MID CP MLTFCT |
| AUTODESK INC | 3349 | 991831 | COM |
| AMERICAN ELEC PWR CO INC | 8603 | 991784 | COM |
| VANGUARD ADMIRAL FDS INC | 4836 | 990657 | 500 VAL IDX FD |
| FIRST TR EXCHANGE-TRADED FD | 3675 | 989584 | DJ INTERNT IDX |
| FS SPECIALTY LENDING FD | 69940 | 989359 | COM SH BEN INT |
| VANGUARD WORLD FD | 7758 | 976898 | ENERGY ETF |
| ISHARES TR | 3894 | 974368 | MSCI USA MMENTM |
| BP PLC | 27754 | 963595 | SPONSORED ADR |
| XCEL ENERGY INC | 12837 | 948436 | COM |
| ISHARES TR | 8256 | 939125 | SP SMCP600VL ETF |
| LULULEMON ATHLETICA INC | 4513 | 937876 | COM |
| FIRST TR EXCHANGE-TRADED FD | 18742 | 921262 | FT VEST S&P 500 |
| FISERV INC | 13662 | 917376 | COM |
| GLOBAL X FDS | 12740 | 914605 | GLOBAL X COPPER |
| J P MORGAN EXCHANGE TRADED F | 13467 | 911516 | GLOBAL SEL EQUIT |
| SMUCKER J M CO | 9176 | 897952 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 28134 | 896079 | S&P500 EQL HLT |
| SIMPLIFY EXCHANGE TRADED FUN | 32799 | 894232 | MANAGED FUTURES |
| CAPITAL GROUP DIVIDEND GROWE | 25084 | 893687 | SHS ETF |
| PROLOGIS INC. | 6994 | 892644 | COM |
| FIRST TR EXCHNG TRADED FD VI | 20400 | 886000 | FT VEST US |
| METLIFE INC | 11225 | 885870 | COM |
| CORNING INC | 10113 | 885321 | COM |
| ISHARES TR | 6451 | 881523 | MSCI USA VALUE |
| DELL TECHNOLOGIES INC | 6968 | 876629 | CL C |
| KINDER MORGAN INC DEL | 31842 | 875650 | COM |
| GLOBAL X FDS | 14444 | 874265 | GLB X MLP ENRG I |
| ROBLOX CORP | 10765 | 872288 | CL A |
| GENERAL MLS INC | 18677 | 868008 | COM |
| ISHARES TR | 4036 | 865921 | US AER DEF ETF |
| ISHARES TR | 17170 | 859067 | CORE INTL AGGR |
| ILLINOIS TOOL WKS INC | 3476 | 856081 | COM |
| TRUST FOR PROFESSIONAL MANAG | 44855 | 852000 | CROSSINGBRDG PRE |
| ISHARES TR | 16802 | 847827 | TRS FLT RT BD |
| RBB FD INC | 11588 | 831702 | MOTLEY FOL ETF |
| GOLDMAN SACHS ETF TR | 15701 | 828582 | S&P 500 PREMIUM |
| FIRST TR EXCH TRADED FD III | 16200 | 828368 | MANAGD MUN ETF |
| OTTER TAIL CORP | 10201 | 824554 | COM |
| TRAVELERS COMPANIES INC | 2806 | 813515 | COM |
| VANGUARD INDEX FDS | 9159 | 810292 | REAL ESTATE ETF |
| PRUDENTIAL FINL INC | 7173 | 809599 | COM |
| NIKE INC | 12414 | 790782 | CL B |
| FIDELITY COVINGTON TRUST | 11824 | 789497 | LOW VOLITY ETF |
| NEOS ETF TRUST | 14941 | 784859 | NEOS S&P 500 HI |
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