HB Wealth Management, LLC - 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, HB Wealth Management, LLC held in its portfolio 500 assets valued at $15,461,426,859 (i.e. $15.46B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($2.76B), VANGUARD SPECIALIZED FUNDS ($1.24B), and AMERICAN CENTY ETF TR ($586.71M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
HB Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 8648161 | 2760339855 | TOTAL STK MKT |
| VANGUARD SPECIALIZED FUNDS | 5705891 | 1241057987 | DIV APP ETF |
| AMERICAN CENTY ETF TR | 5248830 | 586714268 | US EQT ETF |
| J P MORGAN EXCHANGE TRADED F | 12380010 | 586193475 | CORE PLUS BD ETF |
| VANGUARD STAR FDS | 7608929 | 570764920 | VG TL INTL STK F |
| SPDR SERIES TRUST | 4973434 | 508845010 | STATE STREET SPD |
| J P MORGAN EXCHANGE TRADED F | 9443109 | 475272390 | ULTRA SHRT ETF |
| APPLE INC | 1562863 | 424880031 | COM |
| SPDR S&P 500 ETF TR | 473730 | 323046412 | TR UNIT |
| ISHARES TR | 2372059 | 292380098 | S&P 500 GRWT ETF |
| MICROSOFT CORP | 531110 | 256855762 | COM |
| HOME DEPOT INC | 684670 | 235595054 | COM |
| NVIDIA CORPORATION | 1041440 | 194228533 | COM |
| SCHWAB STRATEGIC TR | 6688619 | 175442480 | US BRD MKT ETF |
| GOLDMAN SACHS ETF TR | 1211257 | 160334155 | ACTIVEBETA US LG |
| ISHARES TR | 1020678 | 151764753 | CORE S&P TTL STK |
| ISHARES TR | 216099 | 148015244 | CORE S&P500 ETF |
| AMAZON COM INC | 626457 | 144599032 | COM |
| AMERICAN CENTY ETF TR | 1675774 | 137949790 | INTL EQT ETF |
| ALPHABET INC | 433552 | 135701860 | CAP STK CL A |
| VANGUARD INDEX FDS | 193868 | 121580760 | S&P 500 ETF SHS |
| PRICE T ROWE GROUP INC | 1132890 | 115985335 | COM |
| GOLDMAN SACHS ETF TR | 2590791 | 111248574 | ACTIVEBETA INT |
| J P MORGAN EXCHANGE TRADED F | 2177912 | 110942878 | ULTRA SHT MUNCPL |
| ALPHABET INC | 339688 | 106594165 | CAP STK CL C |
| BERKSHIRE HATHAWAY INC DEL | 171864 | 86387512 | CL B NEW |
| BROADCOM INC | 247430 | 85635513 | COM |
| SCHWAB STRATEGIC TR | 3031436 | 81575947 | US LRG CAP ETF |
| JPMORGAN CHASE & CO. | 252837 | 81469301 | COM |
| AMERICAN CENTY ETF TR | 1042342 | 80281252 | AVANTIS EMGMKT |
| VANGUARD INTL EQUITY INDEX F | 1025935 | 75467840 | ALLWRLD EX US |
| DIMENSIONAL ETF TRUST | 1819746 | 72043767 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 1828670 | 69544320 | US HIGH PROFITAB |
| VISA INC | 195054 | 68407622 | COM CL A |
| ELI LILLY & CO | 59121 | 63536484 | COM |
| DIMENSIONAL ETF TRUST | 1343300 | 62866457 | US CORE EQT MKT |
| META PLATFORMS INC | 94184 | 62170072 | CL A |
| JOHNSON & JOHNSON | 296444 | 61349127 | COM |
| SCHWAB STRATEGIC TR | 1834718 | 59848515 | US LCAP GR ETF |
| INVESCO QQQ TR | 96868 | 59507539 | UNIT SER 1 |
| ALBEMARLE CORP | 402083 | 56870733 | COM |
| ISHARES TR | 234716 | 49370173 | RUS 1000 VAL ETF |
| TESLA INC | 109182 | 49101621 | COM |
| ISHARES TR | 100861 | 47737740 | RUS 1000 GRW ETF |
| HARTFORD FDS EXCHANGE TRADED | 1393493 | 47587804 | TOTAL RTRN ETF |
| WALMART INC | 426903 | 47561275 | COM |
| INVESCO EXCHANGE TRADED FD T | 230519 | 44158282 | S&P500 EQL WGT |
| SCHWAB STRATEGIC TR | 1579368 | 43322064 | US DIVIDEND EQ |
| PIMCO ETF TR | 430527 | 43199131 | ENHAN SHRT MA AC |
| COCA COLA CO | 599770 | 41929950 | COM |
| GOLDMAN SACHS ETF TR | 998597 | 41561624 | ACTIVEBETA EME |
| J P MORGAN EXCHANGE TRADED F | 835354 | 39726952 | SHORT DURA CORE |
| EXXON MOBIL CORP | 328891 | 39578766 | COM |
| PROCTER AND GAMBLE CO | 266689 | 38219322 | COM |
| VANGUARD INDEX FDS | 76627 | 37383676 | GROWTH ETF |
| AMERICAN CENTY ETF TR | 365486 | 37272288 | US SML CP VALU |
| ACCENTURE PLC IRELAND | 135208 | 36276499 | SHS CLASS A |
| ORACLE CORP | 183745 | 35813758 | COM |
| SCHWAB STRATEGIC TR | 1436126 | 34524478 | INTL EQTY ETF |
| VANGUARD INDEX FDS | 115712 | 33582152 | MID CAP ETF |
| CISCO SYS INC | 420597 | 32398592 | COM |
| VANGUARD WORLD FD | 75077 | 30989689 | MEGA GRWTH IND |
| ISHARES TR | 79930 | 30921173 | RUSSELL 3000 ETF |
| ABBVIE INC | 135025 | 30852045 | COM |
| ISHARES TR | 249759 | 30016057 | CORE S&P SCP ETF |
| MASTERCARD INCORPORATED | 51640 | 29480408 | CL A |
| RTX CORPORATION | 160677 | 29468239 | COM |
| CHEVRON CORP NEW | 186022 | 28351642 | COM |
| BERKSHIRE HATHAWAY INC DEL | 37 | 27927600 | CL A |
| AT&T INC | 1082606 | 26891943 | COM |
| SPDR GOLD TR | 67330 | 26683771 | GOLD SHS |
| MCDONALDS CORP | 86813 | 26532766 | COM |
| ISHARES TR | 275631 | 26468918 | MSCI EAFE ETF |
| CATERPILLAR INC | 45409 | 26013851 | COM |
| INTERNATIONAL BUSINESS MACHS | 86702 | 25682155 | COM |
| AMERICAN EXPRESS CO | 66568 | 24627059 | COM |
| WISDOMTREE TR | 269353 | 24088327 | US QTLY DIV GRT |
| MERCK & CO INC | 228194 | 24019720 | COM |
| COSTCO WHSL CORP NEW | 27397 | 23626017 | COM |
| BANK AMERICA CORP | 409871 | 22542921 | COM |
| ABBOTT LABS | 177271 | 22210303 | COM |
| VANGUARD INDEX FDS | 85990 | 22181274 | SMALL CP ETF |
| VANGUARD WORLD FD | 29279 | 22069967 | INF TECH ETF |
| PEPSICO INC | 148567 | 21322356 | COM |
| LAM RESEARCH CORP | 121992 | 20882721 | COM NEW |
| NETFLIX INC | 222631 | 20873915 | COM |
| VANGUARD SCOTTSDALE FDS | 169328 | 20615781 | VNG RUS1000GRW |
| NEWMARKET CORP | 29864 | 20524333 | COM |
| ISHARES TR | 286730 | 19904816 | CORE DIV GRWTH |
| ISHARES TR | 158665 | 19295340 | CORE HIGH DV ETF |
| GMO ETF TRUST | 500906 | 19264866 | GMO US QUALITY E |
| ISHARES TR | 211434 | 18914886 | CORE MSCI EAFE |
| ISHARES TR | 133966 | 18907967 | SELECT DIVID ETF |
| ISHARES TR | 145612 | 18807331 | EXPND TEC SC ETF |
| ISHARES TR | 217656 | 18422443 | CORE MSCI TOTAL |
| AMGEN INC | 56037 | 18341793 | COM |
| HONEYWELL INTL INC | 91266 | 17805090 | COM |
| NEXTERA ENERGY INC | 220724 | 17719780 | COM |
| SLIDE INS HLDGS INC | 892586 | 17387575 | COM |
| ISHARES GOLD TR | 206836 | 16788878 | ISHARES NEW |
| SOUTHERN CO | 192433 | 16780168 | COM |
| AB ACTIVE ETFS INC | 390984 | 16652048 | INTL LOW VOLATLT |
| THERMO FISHER SCIENTIFIC INC | 28726 | 16645319 | COM |
| GOLDMAN SACHS GROUP INC | 18456 | 16223218 | COM |
| PALANTIR TECHNOLOGIES INC | 88948 | 15810564 | CL A |
| INTUITIVE SURGICAL INC | 27772 | 15729267 | COM NEW |
| VANGUARD TAX-MANAGED FDS | 251769 | 15728046 | VAN FTSE DEV MKT |
| UNITEDHEALTH GROUP INC | 47523 | 15687872 | COM |
| ISHARES TR | 41092 | 15345590 | RUS 1000 ETF |
| PHILIP MORRIS INTL INC | 95309 | 15287622 | COM |
| ISHARES INC | 126408 | 15010995 | MSCI GBL MIN VOL |
| VANGUARD WORLD FD | 59355 | 14908345 | MEGA CAP INDEX |
| UBER TECHNOLOGIES INC | 180801 | 14773296 | COM |
| MORGAN STANLEY | 82773 | 14694694 | COM NEW |
| CHUBB LIMITED | 46316 | 14456375 | COM |
| VANGUARD INTL EQUITY INDEX F | 101438 | 14308923 | TT WRLD ST ETF |
| TEXAS INSTRS INC | 82456 | 14305460 | COM |
| GENERAL DYNAMICS CORP | 42278 | 14233555 | COM |
| CRH PLC | 113843 | 14207619 | ORD |
| DIMENSIONAL ETF TRUST | 189901 | 14085006 | US EQUITY MARKET |
| TAIWAN SEMICONDUCTOR MFG LTD | 45963 | 13967937 | SPONSORED ADS |
| VANGUARD INDEX FDS | 44332 | 13955786 | LARGE CAP ETF |
| ADVANCED MICRO DEVICES INC | 64893 | 13897491 | COM |
| VANGUARD WORLD FD | 97674 | 13787774 | MEGA CAP VAL ETF |
| US BANCORP DEL | 257876 | 13760313 | COM NEW |
| UNION PAC CORP | 59337 | 13725904 | COM |
| ZILLOW GROUP INC | 201074 | 13717268 | CL C CAP STK |
| LOWES COS INC | 56583 | 13645735 | COM |
| VANGUARD WHITEHALL FDS | 94990 | 13633060 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 64301 | 13618325 | SM CP VAL ETF |
| INTERCONTINENTAL EXCHANGE IN | 82419 | 13348690 | COM |
| ISHARES TR | 53530 | 13177100 | RUSSELL 2000 ETF |
| WELLS FARGO CO NEW | 141291 | 13168377 | COM |
| ISHARES TR | 131197 | 13104040 | CORE US AGGBD ET |
| DANAHER CORPORATION | 56859 | 13016175 | COM |
| MCCORMICK & CO INC | 190191 | 12953949 | COM NON VTG |
| ISHARES TR | 90983 | 12873306 | MSCI ACWI ETF |
| ISHARES TR | 179370 | 11838466 | CORE S&P MCP ETF |
| AUTOMATIC DATA PROCESSING IN | 45767 | 11772831 | COM |
| PNC FINL SVCS GROUP INC | 54217 | 11316859 | COM |
| DIMENSIONAL ETF TRUST | 265181 | 11286126 | CORE FIXED INCOM |
| VANGUARD INDEX FDS | 59010 | 11270500 | VALUE ETF |
| GE AEROSPACE | 36069 | 11110618 | COM NEW |
| UNITY SOFTWARE INC | 248035 | 10955706 | COM |
| DELTA AIR LINES INC DEL | 156942 | 10891842 | COM NEW |
| SHERWIN WILLIAMS CO | 32718 | 10601935 | COM |
| DISNEY WALT CO | 92803 | 10558289 | COM |
| CITIGROUP INC | 89907 | 10491361 | COM NEW |
| ISHARES TR | 49455 | 10488012 | S&P 500 VAL ETF |
| SALESFORCE INC | 39216 | 10388904 | COM |
| MEDTRONIC PLC | 107625 | 10338500 | SHS |
| S&P GLOBAL INC | 19763 | 10328215 | COM |
| KKR & CO INC | 80423 | 10252422 | COM |
| TJX COS INC NEW | 65898 | 10122722 | COM |
| WASTE MGMT INC DEL | 45706 | 10042267 | COM |
| DUKE ENERGY CORP NEW | 83468 | 9783295 | COM NEW |
| ISHARES TR | 140339 | 9743758 | U S EQUITY FACTR |
| KLA CORP | 7932 | 9639148 | COM NEW |
| GENUINE PARTS CO | 78180 | 9613126 | COM |
| AMERICAN CENTY ETF TR | 102059 | 9590566 | INTL SMCP VLU |
| SELECT SECTOR SPDR TR | 66572 | 9584476 | STATE STREET TEC |
| SCHWAB STRATEGIC TR | 315361 | 9482913 | US MID-CAP ETF |
| FEDEX CORP | 32338 | 9341206 | COM |
| GE VERNOVA INC | 14218 | 9292917 | COM |
| QUANTA SVCS INC | 21873 | 9231795 | COM |
| SERVICENOW INC | 58870 | 9018349 | COM |
| INTUIT | 13598 | 9007825 | COM |
| AMPHENOL CORP NEW | 66071 | 8928837 | CL A |
| EATON CORP PLC | 27873 | 8878017 | SHS |
| ELEVANCE HEALTH INC FORMERLY | 25297 | 8868045 | COM |
| MICRON TECHNOLOGY INC | 31024 | 8854668 | COM |
| BLACKSTONE INC | 57293 | 8831162 | COM |
| BLACKROCK INC | 8203 | 8780073 | COM |
| APPLIED MATLS INC | 34023 | 8743736 | COM |
| VANGUARD INDEX FDS | 28300 | 8549951 | SML CP GRW ETF |
| ISHARES TR | 89864 | 8545170 | ESG AW MSCI EAFE |
| ISHARES TR | 47040 | 8524200 | RUS 2000 VAL ETF |
| PALO ALTO NETWORKS INC | 45744 | 8426144 | COM |
| SCHWAB STRATEGIC TR | 288149 | 8206484 | US SML CAP ETF |
| PFIZER INC | 328847 | 8188310 | COM |
| WARNER BROS DISCOVERY INC | 283068 | 8158020 | COM SER A |
| AIR PRODS & CHEMS INC | 32994 | 8150224 | COM |
| VULCAN MATLS CO | 28388 | 8096931 | COM |
| DIMENSIONAL ETF TRUST | 211642 | 8065677 | INTL CORE EQT MK |
| ISHARES TR | 23064 | 7910295 | S&P 100 ETF |
| NORFOLK SOUTHN CORP | 27223 | 7859855 | COM |
| LOCKHEED MARTIN CORP | 16190 | 7831017 | COM |
| INTEL CORP | 210349 | 7761905 | COM |
| BOOKING HOLDINGS INC | 1446 | 7744251 | COM |
| PARKER-HANNIFIN CORP | 8798 | 7733919 | COM |
| QUALCOMM INC | 45046 | 7705138 | COM |
| VERIZON COMMUNICATIONS INC | 188945 | 7695744 | COM |
| TRANSDIGM GROUP INC | 5741 | 7635662 | COM |
| OREILLY AUTOMOTIVE INC | 82775 | 7549921 | COM |
| DIMENSIONAL ETF TRUST | 102241 | 7528054 | US CORE EQUITY 1 |
| LINDE PLC | 17561 | 7488207 | SHS |
| ISHARES TR | 22967 | 7418640 | RUS 2000 GRW ETF |
| HEICO CORP NEW | 29229 | 7378276 | CL A |
| INVESCO EXCH TRADED FD TR II | 100882 | 7204993 | S&P500 LOW VOL |
| CBRE GROUP INC | 44659 | 7180866 | CL A |
| MOODYS CORP | 14006 | 7154990 | COM |
| BROOKFIELD CORP | 155734 | 7146930 | CL A LTD VT SH |
| CAPITAL ONE FINL CORP | 29487 | 7146554 | COM |
| AFLAC INC | 64479 | 7110197 | COM |
| AMERICAN TOWER CORP NEW | 40014 | 7025358 | COM |
| COMCAST CORP NEW | 233309 | 6973628 | CL A |
| ECOLAB INC | 26411 | 6933526 | COM |
| MCKESSON CORP | 8365 | 6862002 | COM |
| ALTRIA GROUP INC | 118458 | 6830337 | COM |
| ASML HOLDING N V | 6366 | 6811776 | N Y REGISTRY SHS |
| INVESCO EXCHANGE TRADED FD T | 148310 | 6749616 | S&P500 EQL TEC |
| PROGRESSIVE CORP | 29391 | 6693019 | COM |
| VANGUARD INDEX FDS | 23893 | 6669694 | MCAP GR IDXVIP |
| DIMENSIONAL ETF TRUST | 200786 | 6642001 | EMERGING MKTS CO |
| MONDELEZ INTL INC | 122696 | 6604732 | CL A |
| COLGATE PALMOLIVE CO | 82927 | 6552898 | COM |
| SELECT SECTOR SPDR TR | 118234 | 6475678 | STATE STREET FIN |
| SPDR DOW JONES INDL AVERAGE | 13469 | 6473169 | UT SER 1 |
| TRUIST FINL CORP | 130859 | 6439617 | COM |
| ISHARES TR | 66310 | 6424204 | S&P MC 400GR ETF |
| ADOBE INC | 18332 | 6416086 | COM |
| VANGUARD INDEX FDS | 35908 | 6369102 | MCAP VL IDXVIP |
| GILEAD SCIENCES INC | 51454 | 6315476 | COM |
| DEERE & CO | 13476 | 6274406 | COM |
| AXSOME THERAPEUTICS INC | 34102 | 6228389 | COM |
| CORNING INC | 70010 | 6130076 | COM |
| CADENCE DESIGN SYSTEM INC | 19233 | 6012103 | COM |
| SCHWAB CHARLES CORP | 59594 | 5954093 | COM |
| CROWDSTRIKE HLDGS INC | 12675 | 5941757 | CL A |
| VANGUARD INDEX FDS | 67099 | 5937660 | REAL ESTATE ETF |
| ILLINOIS TOOL WKS INC | 23955 | 5900317 | COM |
| AMERICAN ELEC PWR CO INC | 50238 | 5792999 | COM |
| PACCAR INC | 52808 | 5783076 | COM |
| REPUBLIC SVCS INC | 27191 | 5762614 | COM |
| SELECT SECTOR SPDR TR | 53914 | 5746692 | STATE STREET CON |
| BECTON DICKINSON & CO | 29324 | 5690966 | COM |
| TRAVELERS COMPANIES INC | 19136 | 5550806 | COM |
| MONOLITHIC PWR SYS INC | 6064 | 5496406 | COM |
| SCHWAB STRATEGIC TR | 224950 | 5482038 | SHT TM US TRES |
| VANGUARD SCOTTSDALE FDS | 93111 | 5468447 | SHORT TERM TREAS |
| STRYKER CORPORATION | 15533 | 5459427 | COM |
| ISHARES TR | 96906 | 5301728 | MSCI EMG MKT ETF |
| UNITED RENTALS INC | 6547 | 5298629 | COM |
| BOEING CO | 24242 | 5263484 | COM |
| VANGUARD INTL EQUITY INDEX F | 96823 | 5205250 | FTSE EMR MKT ETF |
| CONOCOPHILLIPS | 55268 | 5173660 | COM |
| WASTE CONNECTIONS INC | 28775 | 5046042 | COM |
| 3M CO | 31435 | 5032751 | COM |
| COSTAR GROUP INC | 73804 | 4962581 | COM |
| ISHARES SILVER TR | 76780 | 4946168 | ISHARES |
| MARTIN MARIETTA MATLS INC | 7877 | 4905126 | COM |
| BOSTON SCIENTIFIC CORP | 49837 | 4752007 | COM |
| BRISTOL-MYERS SQUIBB CO | 87126 | 4699588 | COM |
| ENTERPRISE PRODS PARTNERS L | 146556 | 4698599 | COM |
| CUMMINS INC | 9141 | 4666276 | COM |
| ISHARES TR | 41981 | 4624207 | TRUST ISHARE 0-1 |
| SELECT SECTOR SPDR TR | 29694 | 4596742 | STATE STREET HEA |
| ASTRAZENECA PLC | 49922 | 4589398 | SPONSORED ADR |
| ARISTA NETWORKS INC | 34951 | 4579666 | COM SHS |
| AUTOZONE INC | 1346 | 4568058 | COM |
| TARGET CORP | 46667 | 4561733 | COM |
| UNITED PARCEL SERVICE INC | 45792 | 4542197 | CL B |
| BANK NEW YORK MELLON CORP | 38997 | 4527233 | COM |
| APPLOVIN CORP | 6643 | 4476630 | COM CL A |
| VANGUARD WORLD FD | 15507 | 4463807 | HEALTH CAR ETF |
| WILLIAMS COS INC | 74255 | 4463504 | COM |
| PHILLIPS 66 | 34466 | 4447526 | COM |
| VERALTO CORP | 44484 | 4438616 | COM SHS |
| SSGA ACTIVE ETF TR | 108013 | 4347543 | STATE STREET DOU |
| ANALOG DEVICES INC | 16005 | 4340656 | COM |
| PRUDENTIAL FINL INC | 38165 | 4308167 | COM |
| VERTEX PHARMACEUTICALS INC | 9472 | 4294580 | COM |
| ARES CAPITAL CORP | 211494 | 4278535 | COM |
| ISHARES TR | 44280 | 4262900 | RUS MID CAP ETF |
| THE CIGNA GROUP | 15266 | 4201924 | COM |
| MARATHON PETE CORP | 25823 | 4199702 | COM |
| DIMENSIONAL ETF TRUST | 70136 | 4175950 | US TARGETED VLU |
| ISHARES TR | 24744 | 4155660 | CORE S&P US GWT |
| EQUIFAX INC | 18880 | 4096709 | COM |
| ISHARES TR | 20611 | 4093837 | MSCI USA QLT FCT |
| JOHNSON CTLS INTL PLC | 34075 | 4080536 | SHS |
| NORTHROP GRUMMAN CORP | 7152 | 4078223 | COM |
| VEEVA SYS INC | 18209 | 4064795 | CL A COM |
| GUIDEWIRE SOFTWARE INC | 20162 | 4052764 | COM |
| VANGUARD BD INDEX FDS | 50755 | 4000029 | SHORT TRM BOND |
| BLUE OWL CAPITAL CORPORATION | 321585 | 3997309 | COM |
| NEWMONT CORP | 38367 | 3830975 | COM |
| ISHARES TR | 28804 | 3790368 | S&P MC 400VL ETF |
| ISHARES BITCOIN TRUST ETF | 76314 | 3788990 | SHS BEN INT |
| GENERAL MTRS CO | 46089 | 3748020 | COM |
| MARRIOTT INTL INC NEW | 12060 | 3741803 | CL A |
| EMERSON ELEC CO | 28111 | 3730921 | COM |
| PROLOGIS INC. | 29047 | 3708164 | COM |
| NUCOR CORP | 22696 | 3701957 | COM |
| L3HARRIS TECHNOLOGIES INC | 12561 | 3687801 | COM |
| MARKEL GROUP INC | 1702 | 3660259 | COM |
| T-MOBILE US INC | 17902 | 3634994 | COM |
| TRANE TECHNOLOGIES PLC | 9295 | 3617858 | SHS |
| CONSTELLATION ENERGY CORP | 10192 | 3600585 | COM |
| SELECT SECTOR SPDR TR | 23206 | 3599851 | STATE STREET IND |
| FIRST TR EXCHANGE-TRADED FD | 45000 | 3582720 | COM SHS ANNUAL |
| INVESCO EXCH TRD SLF IDX FD | 153494 | 3582550 | INVSCO BLSH 26 |
| VANGUARD WHITEHALL FDS | 39052 | 3571356 | INTL DVD ETF |
| ISHARES TR | 23676 | 3527334 | ESG AWR MSCI USA |
| ADVISORS INNER CIRCLE FD III | 128547 | 3511904 | BROWN ADV FLEXIB |
| FASTENAL CO | 86604 | 3475440 | COM |
| SHELL PLC | 47125 | 3462747 | SPON ADS |
| MOTOROLA SOLUTIONS INC | 9008 | 3453050 | COM NEW |
| UNILEVER PLC | 52452 | 3430404 | SPON ADR NEW |
| ROBINHOOD MKTS INC | 30316 | 3428740 | COM CL A |
| ISHARES TR | 17101 | 3414844 | U.S. TECH ETF |
| CSX CORP | 93582 | 3392362 | COM |
| HCA HEALTHCARE INC | 7266 | 3392347 | COM |
| FIFTH THIRD BANCORP | 72373 | 3387811 | COM |
| NIKE INC | 53173 | 3387702 | CL B |
| TE CONNECTIVITY PLC | 14857 | 3380335 | ORD SHS |
| DIMENSIONAL ETF TRUST | 103626 | 3375099 | EMGR CRE EQT MNG |
| STARBUCKS CORP | 39576 | 3332766 | COM |
| ISHARES TR | 23439 | 3308649 | S&P SML 600 GWT |
| KEYSIGHT TECHNOLOGIES INC | 16192 | 3290052 | COM |
| ENERGY TRANSFER L P | 197516 | 3257049 | COM UT LTD PTN |
| CVS HEALTH CORP | 40859 | 3242645 | COM |
| ISHARES INC | 48197 | 3239863 | CORE MSCI EMKT |
| HILTON WORLDWIDE HLDGS INC | 11253 | 3232426 | COM |
| VALERO ENERGY CORP | 19731 | 3212058 | COM |
| ALLSTATE CORP | 15362 | 3197795 | COM |
| EA SERIES TRUST | 27151 | 3125080 | ALPHA ARCH 1-3 |
| KAYNE ANDERSON BDC INC | 217872 | 3119939 | COM SHS |
| WELLTOWER INC | 16711 | 3101871 | COM |
| AMERIPRISE FINL INC | 6271 | 3074991 | COM |
| ISHARES INC | 42205 | 3067459 | MSCI EMRG CHN |
| VANGUARD INTL EQUITY INDEX F | 33899 | 3064470 | FTSE PACIFIC ETF |
| VANGUARD BD INDEX FDS | 41086 | 3043275 | TOTAL BND MRKT |
| FREEPORT-MCMORAN INC | 59890 | 3041837 | CL B |
| SCHWAB STRATEGIC TR | 102484 | 3034562 | US LCAP VA ETF |
| SPDR S&P MIDCAP 400 ETF TR | 4974 | 3000870 | UTSER1 S&PDCRP |
| REGIONS FINANCIAL CORP NEW | 109864 | 2977322 | COM |
| SAP SE | 12128 | 2946216 | SPON ADR |
| PROCORE TECHNOLOGIES INC | 40055 | 2913601 | COM |
| VANGUARD SCOTTSDALE FDS | 30934 | 2855242 | VNG RUS1000VAL |
| ISHARES TR | 20207 | 2815781 | ESG OPTIMIZED |
| IDEXX LABS INC | 4139 | 2800208 | COM |
| RYAN SPECIALTY HOLDINGS INC | 53884 | 2782031 | CL A |
| TRUSTMARK CORP | 70431 | 2743287 | COM |
| METLIFE INC | 34740 | 2742419 | COM |
| LPL FINL HLDGS INC | 7665 | 2737859 | COM |
| D R HORTON INC | 18921 | 2725229 | COM |
| GLOBAL PMTS INC | 34776 | 2691723 | COM |
| DIMENSIONAL ETF TRUST | 55830 | 2689331 | NATL MUN BD ETF |
| MARSH & MCLENNAN COS INC | 14489 | 2688050 | COM |
| ROYAL CARIBBEAN GROUP | 9595 | 2676313 | COM |
| CME GROUP INC | 9753 | 2663374 | COM |
| SELECT SECTOR SPDR TR | 22556 | 2655292 | STATE STREET COM |
| MSCI INC | 4504 | 2584203 | COM |
| VANGUARD SCOTTSDALE FDS | 32089 | 2558503 | SHRT TRM CORP BD |
| AUTODESK INC | 8546 | 2529701 | COM |
| KINDER MORGAN INC DEL | 91932 | 2527234 | COM |
| DOMINION ENERGY INC | 43031 | 2521239 | COM |
| KINSALE CAP GROUP INC | 6356 | 2486234 | COM |
| ISHARES TR | 19226 | 2476886 | ESG MSCI KLD 400 |
| AMERICAN CENTY ETF TR | 34973 | 2470515 | AVANTIS US MID C |
| INVESCO EXCH TRD SLF IDX FD | 124904 | 2445003 | BULSHS 2026 CB |
| WEST PHARMACEUTICAL SVSC INC | 8850 | 2434993 | COM |
| AMERICAN INTL GROUP INC | 28387 | 2428580 | COM NEW |
| CENCORA INC | 7186 | 2427230 | COM |
| VANECK ETF TRUST | 6691 | 2409823 | SEMICONDUCTR ETF |
| FIDELITY NATL INFORMATION SV | 36185 | 2404913 | COM |
| CARDINAL HEALTH INC | 11676 | 2399430 | COM |
| GALLAGHER ARTHUR J & CO | 9251 | 2394205 | COM |
| NOVARTIS AG | 17362 | 2393765 | SPONSORED ADR |
| COMFORT SYS USA INC | 2550 | 2379891 | COM |
| HEWLETT PACKARD ENTERPRISE C | 98724 | 2371362 | COM |
| MACYS INC | 106408 | 2346299 | COM |
| BIO-TECHNE CORP | 39849 | 2343520 | COM |
| EDWARDS LIFESCIENCES CORP | 27394 | 2335339 | COM |
| VERISK ANALYTICS INC | 10407 | 2328072 | COM |
| J P MORGAN EXCHANGE TRADED F | 30941 | 2316930 | INTRNL RES EQT |
| SYSCO CORP | 31368 | 2311569 | COM |
| OLD DOMINION FREIGHT LINE IN | 14296 | 2241718 | COM |
| ISHARES TR | 8942 | 2238376 | MSCI USA MMENTM |
| VANGUARD WORLD FD | 11513 | 2229365 | COMM SRVC ETF |
| ENTERGY CORP NEW | 24097 | 2227298 | COM |
| GENERAL MLS INC | 47836 | 2224398 | COM |
| VANGUARD BD INDEX FDS | 44257 | 2205791 | VANGUARD ULTRA |
| VANGUARD WORLD FD | 5580 | 2198197 | CONSUM DIS ETF |
| YUM BRANDS INC | 14462 | 2187834 | COM |
| ROPER TECHNOLOGIES INC | 4892 | 2177797 | COM |
| ISHARES TR | 26115 | 2162844 | 1 3 YR TREAS BD |
| SYNOPSYS INC | 4579 | 2150876 | COM |
| PACER FDS TR | 35684 | 2147106 | US CASH COWS 100 |
| ROSS STORES INC | 11859 | 2136407 | COM |
| PACKAGING CORP AMER | 10326 | 2129670 | COM |
| HOWMET AEROSPACE INC | 10342 | 2120449 | COM |
| TARGA RES CORP | 11399 | 2103256 | COM |
| BAKER HUGHES COMPANY | 45859 | 2088427 | CL A |
| ONEOK INC NEW | 28308 | 2080703 | COM |
| MANULIFE FINL CORP | 57128 | 2072604 | COM |
| VANGUARD WELLINGTON FD | 20341 | 2066143 | SHORT TRM TAX EX |
| AON PLC | 5839 | 2060466 | SHS CL A |
| ISHARES TR | 16986 | 2059858 | ESG MSCI LEADR |
| DOVER CORP | 10434 | 2037176 | COM |
| CARRIER GLOBAL CORPORATION | 38358 | 2026878 | COM |
| FIRST CTZNS BANCSHARES INC D | 939 | 2016418 | CL A |
| CMS ENERGY CORP | 28551 | 1996580 | COM |
| QUEST DIAGNOSTICS INC | 11292 | 1959540 | COM |
| MID-AMER APT CMNTYS INC | 14028 | 1948659 | COM |
| VANGUARD INDEX FDS | 9252 | 1934816 | EXTEND MKT ETF |
| MCCORMICK & CO INC | 28407 | 1931960 | COM VTG |
| AMERICAN CENTY ETF TR | 25173 | 1920737 | AVANTIS RESPON U |
| GLOBAL X FDS | 37715 | 1918214 | ARTIFICIAL ETF |
| APOLLO GLOBAL MGMT INC | 13031 | 1886423 | COM |
| REGENERON PHARMACEUTICALS | 2427 | 1874017 | COM |
| EMCOR GROUP INC | 3030 | 1854014 | COM |
| FISERV INC | 27370 | 1852311 | COM |
| FRP HLDGS INC | 81092 | 1848087 | COM |
| TYLER TECHNOLOGIES INC | 4054 | 1840313 | COM |
| J P MORGAN EXCHANGE TRADED F | 32091 | 1836946 | EQUITY PREMIUM |
| SHOPIFY INC | 11392 | 1833822 | CL A SUB VTG SHS |
| ISHARES INC | 41152 | 1817687 | ESG AWR MSCI EM |
| IAMGOLD CORP | 109000 | 1797410 | COM |
| TRANSMEDICS GROUP INC | 14736 | 1792634 | COM |
| SCIENCE APPLICATIONS INTL CO | 17744 | 1786111 | COM |
| GREEN BRICK PARTNERS INC | 28397 | 1779356 | COM |
| ISHARES TR | 18885 | 1778285 | MSCI USA MIN VOL |
| DOORDASH INC | 7837 | 1774972 | CL A |
| THE BALDWIN INSURANCE GRP IN | 73748 | 1772164 | COM CL A |
| DIAGEO PLC | 20378 | 1758015 | SPON ADR NEW |
| COPART INC | 44868 | 1756582 | COM |
| CITIZENS FINL GROUP INC | 29917 | 1747505 | COM |
| LIBERTY LIVE HOLDINGS INC | 20880 | 1736381 | COM SHS SER C |
| XCEL ENERGY INC | 23260 | 1718053 | COM |
| WORKDAY INC | 7987 | 1715448 | CL A |
| INVESCO EXCH TRD SLF IDX FD | 86772 | 1712891 | BULSHS 2027 CB |
| WESTERN DIGITAL CORP | 9838 | 1694864 | COM |
| TAKE-TWO INTERACTIVE SOFTWAR | 6603 | 1690566 | COM |
| SOUTHSTATE BK CORP | 17916 | 1686137 | COM |
| SELECT SECTOR SPDR TR | 37693 | 1685286 | STATE STREET ENE |
| ISHARES TR | 14772 | 1679879 | SP SMCP600VL ETF |
| GOLUB CAP BDC INC | 123645 | 1677865 | COM |
| INVESCO EXCHANGE TRADED FD T | 35753 | 1677558 | RAFI US 1000 ETF |
| ARCHER DANIELS MIDLAND CO | 29166 | 1676807 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 20835 | 1673052 | COM |
| CINTAS CORP | 8870 | 1668343 | COM |
| EXPEDIA GROUP INC | 5867 | 1662260 | COM NEW |
| SIXTH STREET SPECIALTY LENDI | 75751 | 1645314 | COM |
| LEIDOS HOLDINGS INC | 9085 | 1638998 | COM |
| EBAY INC. | 18806 | 1638083 | COM |
| VANECK MERK GOLD ETF | 39466 | 1637050 | GOLD SHS |
| EXELON CORP | 37496 | 1634476 | COM |
| AMERICAN CENTY ETF TR | 27732 | 1628978 | AVANTIS US SMALL |
| FIRST TR EXCHANGE TRADED FD | 22677 | 1620293 | NASDAQ CYB ETF |
| CENTENE CORP DEL | 39273 | 1616084 | COM |
| AGILENT TECHNOLOGIES INC | 11853 | 1612921 | COM |
| AMETEK INC | 7855 | 1612720 | COM |
| VANGUARD WORLD FD | 5400 | 1611270 | INDUSTRIAL ETF |
| WABTEC | 7529 | 1607137 | COM |
| AIRBNB INC | 11792 | 1600519 | COM CL A |
| VISTRA CORP | 9910 | 1598810 | COM |
| EQUINIX INC | 2083 | 1596334 | COM |
| PAYPAL HLDGS INC | 27337 | 1595991 | COM |
| FORTINET INC | 20091 | 1595456 | COM |
| CHIPOTLE MEXICAN GRILL INC | 42983 | 1590382 | COM |
| GRACO INC | 19343 | 1585548 | COM |
| SPOTIFY TECHNOLOGY S A | 2723 | 1581689 | SHS |
| ACUITY INC | 4372 | 1574095 | COM |
| DIGITAL RLTY TR INC | 10148 | 1570132 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 35760 | 1560606 | SHS CREATION UNI |
| WISDOMTREE TR | 17679 | 1557166 | US LARGECAP DIVD |
| CONSOLIDATED EDISON INC | 15573 | 1546756 | COM |
| SEMPRA | 17515 | 1546414 | COM |
| VANGUARD WORLD FD | 12274 | 1545640 | ENERGY ETF |
| FORD MTR CO | 117420 | 1540563 | COM |
| HP INC | 69094 | 1539420 | COM |
| ROOT INC | 21262 | 1535754 | CL A NEW |
| PAYCHEX INC | 13673 | 1533847 | COM |
| EQT CORP | 28584 | 1532124 | COM |
| MARVELL TECHNOLOGY INC | 17988 | 1528643 | COM |
| FIDELITY NATIONAL FINANCIAL | 27949 | 1525747 | COM SHS |
| ISHARES TR | 17684 | 1525245 | MSCI EAFE MIN VL |
| NOVO-NORDISK A S | 29959 | 1524334 | ADR |
| STATE STR CORP | 11750 | 1515888 | COM |
| WW GRAINGER INC | 1502 | 1515877 | COM |
| TAPESTRY INC | 11845 | 1513514 | COM |
| VANGUARD MUN BD FDS | 30069 | 1512184 | TAX EXEMPT BD |
| SNOWFLAKE INC | 6830 | 1498263 | COM SHS |
| MICROCHIP TECHNOLOGY INC. | 23425 | 1492670 | COM |
| MONSTER BEVERAGE CORP NEW | 19462 | 1492219 | COM |
| ZIMMER BIOMET HOLDINGS INC | 16568 | 1489847 | COM |
| VANGUARD WORLD FD | 11157 | 1489460 | FINANCIALS ETF |
| CONSTELLATION BRANDS INC | 10723 | 1479452 | CL A |
| SEAGATE TECHNOLOGY HLDNGS PL | 5338 | 1470122 | ORD SHS |
| CORTEVA INC | 21865 | 1465674 | COM |
| ROLLINS INC | 24416 | 1465467 | COM |
| EOG RES INC | 13953 | 1465219 | COM |
| ISHARES TR | 13759 | 1454189 | EXPANDED TECH |
| OTIS WORLDWIDE CORP | 16585 | 1448713 | COM |
| LIBERTY MEDIA CORP DEL | 14690 | 1447112 | COM LBTY ONE S C |
| J P MORGAN EXCHANGE TRADED F | 24754 | 1438702 | NASDAQ EQT PREM |
| DELL TECHNOLOGIES INC | 11399 | 1434931 | CL C |
| MPLX LP | 26590 | 1419124 | COM UNIT REP LTD |
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