Ignite Planners, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Ignite Planners, LLC held in its portfolio 361 assets valued at $653,529,443 (i.e. $653.53M).

The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($30.34M), FIRST TR EXCHNG TRADED FD VI ($28.30M), and SPDR SERIES TRUST ($27.39M).

The chart below shows the top 10 valuable assets, and the table below shows the top 361 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Ignite Planners, LLC Portfolio
SCHWAB STRATEGIC TR
FIRST TR EXCHNG TRADED FD VI
SPDR SERIES TRUST
APPLE INC
FIRST TR EXCHNG TRADED FD VI
NVIDIA CORPORATION
MICROSOFT CORP
AMAZON COM INC
FIRST TR EXCHNG TRADED FD VI
SPDR S&P 500 ETF TR
Ignite Planners, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
SCHWAB STRATEGIC TR 948261 30344325 US LCAP GR ETF
FIRST TR EXCHNG TRADED FD VI 573453 28300449 FT VEST US EQT
SPDR SERIES TRUST 501916 27389096 STATE STREET SPD
APPLE INC 102902 26701186 COM
FIRST TR EXCHNG TRADED FD VI 744699 25802246 FT VEST LADDERED
NVIDIA CORPORATION 107698 20583932 COM
MICROSOFT CORP 29639 12753342 COM
AMAZON COM INC 44376 10619288 COM
FIRST TR EXCHNG TRADED FD VI 274677 9112410 VEST US EQUITY M
SPDR S&P 500 ETF TR 12913 8935019 TR UNIT
ALPHABET INC 25646 8668479 CAP STK CL A
SPDR INDEX SHS FDS 183304 8611657 PORTFOLIO DEVLPD
BERKSHIRE HATHAWAY INC DEL 16622 7987370 CL B NEW
VIRTUS ETF TR II 340601 7913861 SEIX SR LN ETF
J P MORGAN EXCHANGE TRADED F 164008 7791177 CORE PLUS BD ETF
ISHARES TR 33373 7755303 US AER DEF ETF
TESLA INC 17471 7519506 COM
J P MORGAN EXCHANGE TRADED F 152192 7480219 INTL BD OPP ETF
SCHWAB STRATEGIC TR 264683 7209959 US LRG CAP ETF
VANGUARD INDEX FDS 10405 6619840 S&P 500 ETF SHS
FIRST TR EXCHANGE TRADED FD 54770 6524791 CLOUD COMPUTING
META PLATFORMS INC 8989 6441081 CL A
FIRST TR EXCHNG TRADED FD VI 181619 6395349 FT VEST U.S
TRUSTMARK CORP 142358 6053062 COM
J P MORGAN EXCHANGE TRADED F 95302 5663817 NASDAQ EQT PREM
PALMER SQUARE FUNDS TRUST 276526 5660486 CLO SR DEBT ETF
VANGUARD WORLD FD 7190 5376954 INF TECH ETF
BROADCOM INC 15788 5230714 COM
INVESCO QQQ TR 8342 5187829 UNIT SER 1
CAMBRIA ETF TR 117860 4937153 EMRG SHAREHLDR
ISHARES TR 105342 4914207 CORE UNIVRSL USD
FIRST TR EXCHNG TRADED FD VI 119061 4811357 FT VEST U.S EQT
FIRST TR EXCHNG TRADED FD VI 140966 4562202 FT VEST NAS
ISHARES TR 82038 4451883 GLOBAL EQUITY
CATERPILLAR INC 6759 4443547 COM
ALPHABET INC 12814 4337444 CAP STK CL C
PGIM ETF TR 86255 4295477 PGIM ULTRA SH BD
NUVEEN CA QUALTY MUN INCOME 357359 4266869 COM
GOLDMAN SACHS ETF TR 83057 4207268 ULTRA SHORT BOND
QUALCOMM INC 27087 4106091 COM
COSTCO WHSL CORP NEW 4252 3997795 COM
FIRST TR EXCHANGE-TRADED FD 94217 3987273 DOW 30 EQL WGT
SPDR GOLD TR 8953 3944727 GOLD SHS
INVESCO EXCH TRADED FD TR II 33142 3908753 S&P 500 REVENUE
BOEING CO 15995 3738352 COM
J P MORGAN EXCHANGE TRADED F 63021 3690493 EQUITY PREMIUM
ISHARES TR 126642 3491520 FALN ANGLS USD
WALMART INC 27649 3294145 COM
FIRST TR EXCHNG TRADED FD VI 66626 3285370 FT VEST UQ EQT
JPMORGAN CHASE & CO. 10718 3278782 COM
ISHARES TR 32634 3069260 CORE MSCI EAFE
WISDOMTREE TR 101722 3018072 EM LCL DEBT FD
FIRST TR EXCH TRADED FD III 60382 2991928 CALIF MUN INCM
VANECK ETF TRUST 7362 2970057 SEMICONDUCTR ETF
FIRST TR EXCHANGE TRADED FD 38362 2772394 RISNG DIVD ACHIV
ISHARES TR 31686 2595406 MRGSTR MD CP GRW
EXXON MOBIL CORP 17938 2536433 COM
HOME DEPOT INC 6696 2508589 COM
J P MORGAN EXCHANGE TRADED F 31797 2498290 INTRNL RES EQT
ISHARES TR 49264 2494261 TRS FLT RT BD
TORTOISE CAPITAL SERIES TRUS 251723 2398920 ENERGY FD
ISHARES TR 23101 2378249 0-5 YR TIPS ETF
CHEVRON CORP NEW 13188 2333036 COM
MASTERCARD INCORPORATED 4236 2282601 CL A
REALTY INCOME CORP 37293 2280851 COM
ZACKS TRUST 64315 2272892 EARNGS CONSTANT
SELECT SECTOR SPDR TR 44391 2266164 STATE STREET ENE
SIXTH STREET SPECIALTY LENDI 102317 2245860 COM
BLACKROCK MUNIHLDNGS CALI QL 194025 2138156 COM
FIRST TR EXCHANGE-TRADED FD 113721 2087918 COMMON SHS
PALANTIR TECHNOLOGIES INC 13525 1982630 CL A
UNITED PARCEL SERVICE INC 18536 1968929 CL B
J P MORGAN EXCHANGE TRADED F 15722 1962263 BETABUILDRS US
ISHARES TR 27908 1916379 CORE S&P MCP ETF
ISHARES TR 19136 1916085 CORE US AGGBD ET
PROCTER AND GAMBLE CO 12262 1861005 COM
GE AEROSPACE 6041 1853408 COM NEW
DOUBLELINE OPPORTUNISTIC CR 121539 1840107 COM
FIRST TR EXCHNG TRADED FD VI 38987 1834712 FT VEST US
AMERICAN EXPRESS CO 5194 1829161 COM
VERIZON COMMUNICATIONS INC 40267 1792658 COM
AT&T INC 67133 1759562 COM
BLUEROCK PVT REAL ESTATE FD 105996 1757423 COM
ELI LILLY & CO 1671 1733107 COM
J P MORGAN EXCHANGE TRADED F 22814 1724704 EQUITY FOCUS ETF
GOLDMAN SACHS ETF TR 16872 1690591 ACCES TREASURY
SOUTHERN CO 17924 1600793 COM
ISHARES TR 38189 1593627 INTL SEL DIV ETF
HANCOCK WHITNEY CORPORATION 23095 1588936 COM
RBB FD INC 31849 1588642 US TREAS 3 MNTH
PHILIP MORRIS INTL INC 8651 1552439 COM
JOHNSON & JOHNSON 6663 1514214 COM
BERKSHIRE HATHAWAY INC DEL 2 1445000 CL A
ABBVIE INC 6477 1444290 COM
VANGUARD SCOTTSDALE FDS 24098 1443470 INTER TERM TREAS
ALTRIA GROUP INC 23277 1442962 COM
ONEOK INC NEW 17846 1413226 COM
FIRST TR EXCHANGE TRADED FD 12694 1398840 RBA INDL ETF
SELECT SECTOR SPDR TR 16487 1376823 STATE STREET CON
BANK AMERICA CORP 25766 1370755 COM
ISHARES TR 8889 1367873 US INDUSTRIALS
BRISTOL-MYERS SQUIBB CO 24461 1346574 COM
SCHWAB STRATEGIC TR 38862 1336473 EMRG MKTEQ ETF
VANGUARD SPECIALIZED FUNDS 5953 1333659 DIV APP ETF
PALO ALTO NETWORKS INC 7375 1305154 COM
SELECT SECTOR SPDR TR 31142 1290214 STATE STREET REA
INTERNATIONAL BUSINESS MACHS 4178 1281254 COM
GILEAD SCIENCES INC 9007 1278551 COM
LAM RESEARCH CORP 5467 1276326 COM NEW
J P MORGAN EXCHANGE TRADED F 16521 1258405 BETABUILDERS I
FIRST TR EXCHANGE TRADED FD 17743 1225286 NASDAQ CYB ETF
ADVANCED MICRO DEVICES INC 4971 1176785 COM
FIRST TR EXCHNG TRADED FD VI 44197 1154868 FT VEST INT JUNE
GE VERNOVA INC 1582 1149116 COM
ZACKS TRUST 29582 1143641 SMALL/MID CAP
VANGUARD WORLD FD 3959 1137280 HEALTH CAR ETF
J P MORGAN EXCHANGE TRADED F 15139 1134971 ACTIVE VALUE ETF
SELECT SECTOR SPDR TR 20665 1104333 STATE STREET FIN
VISA INC 3379 1087364 COM CL A
PFIZER INC 40348 1066800 COM
CONOCOPHILLIPS 9838 1025398 COM
US BANCORP DEL 18183 1020246 COM NEW
CISCO SYS INC 12909 1011032 COM
COCA COLA CO 13413 1003452 COM
VANGUARD ADMIRAL FDS INC 2227 994856 500 GRTH IDX F
ISHARES TR 8829 974191 AGENCY BOND ETF
PRUDENTIAL FINL INC 8757 972991 COM
TRUIST FINL CORP 18857 969626 COM
J P MORGAN EXCHANGE TRADED F 10549 962808 ACTIVE GROWTH
MCDONALDS CORP 2964 933664 COM
TAIWAN SEMICONDUCTOR MFG LTD 2726 901107 SPONSORED ADS
ISHARES TR 1296 900883 CORE S&P500 ETF
ISHARES SILVER TR 11927 899771 ISHARES
FIRST TR EXCHNG TRADED FD VI 38773 884644 FT VEST NASD 100
ISHARES TR 6878 873686 CORE S&P SCP ETF
SELECT SECTOR SPDR TR 6012 865007 STATE STREET TEC
UNITED MICROELECTRONICS CORP 84928 864566 SPON ADR NEW
NETFLIX INC 10332 863647 COM
WISDOMTREE TR 5569 850552 JAPN HEDGE EQT
VANGUARD BD INDEX FDS 11445 849569 TOTAL BND MRKT
FIRST TR EXCHANGE-TRADED FD 16583 848700 FT VEST S&P 500
EDWARDS LIFESCIENCES CORP 10366 843349 COM
VANGUARD WORLD FD 4457 837966 UTILITIES ETF
J P MORGAN EXCHANGE TRADED F 15385 832635 ACTIVE BOND ETF
LYONDELLBASELL INDUSTRIES N 16976 831804 SHS - A -
AMGEN INC 2427 829865 COM
FIRST TR EXCHNG TRADED FD VI 29954 798274 FT VEST INT EQ M
BAIDU INC 5057 774630 SPON ADR REP A
ISHARES TR 5045 759053 SELECT DIVID ETF
ALIBABA GROUP HLDG LTD 4487 752632 SPONSORED ADS
ISHARES TR 2165 749739 ISHARES SEMICDTR
UNITED STS BRENT OIL FD LP 22576 743881 UNIT
SIMPLIFY EXCHANGE TRADED FUN 26475 742624 MANAGED FUTURES
HSBC HLDGS PLC 8278 728546 SPON ADR NEW
EXTRA SPACE STORAGE INC 5276 727930 COM
FIRST TR EXCHNG TRADED FD VI 30172 718396 VEST NASDAQ-100
VANGUARD INDEX FDS 2098 714516 TOTAL STK MKT
EMCOR GROUP INC 990 713522 COM
MERCK & CO INC 6462 712565 COM
VANGUARD SCOTTSDALE FDS 7383 712312 VNG RUS1000VAL
SEMPRA 8162 710140 COM
CITIGROUP INC 6072 702617 COM NEW
GSK PLC 13565 699969 SPONSORED ADR
BANK MONTREAL QUE 5109 695591 COM
GLOBAL X FDS 10634 694932 GLB X MLP ENRG I
EATON VANCE TAX-MANAGED DIVE 45452 694513 COM
ISHARES TR 7637 689697 EXPANDED TECH
VANGUARD SCOTTSDALE FDS 14554 687531 MTG-BKD SECS ETF
INVESCO EXCHANGE TRADED FD T 3458 684961 S&P500 EQL WGT
ILLUMINA INC 4663 675250 COM
CROWN CASTLE INC 7701 668450 COM
SCHWAB STRATEGIC TR 28460 667387 US AGGREGATE B
ZACKS TRUST 23491 662681 QUALITY INTERNAT
ISHARES TR 9208 661442 CORE DIV GRWTH
J P MORGAN EXCHANGE TRADED F 7425 653770 U S TECH LEADERS
VALLEY NATL BANCORP 52256 651098 COM
SHELL PLC 8433 649580 SPON ADS
NORTHROP GRUMMAN CORP 937 648427 COM
AMPLIFY ETF TR 55447 645954 CEF HIGH INCOME
PEPSICO INC 4191 643867 COM
GENERAL DYNAMICS CORP 1827 641565 COM
ISHARES TR 6647 637757 7-10 YR TRSY BD
INTEL CORP 13697 636498 COM
WILLIAMS SONOMA INC 3094 633187 COM
FIRST TR EXCHNG TRADED FD VI 25538 631900 FT VEST EMERGING
ISHARES TR 2830 622203 RUS 1000 VAL ETF
FIRST TR EXCHANGE-TRADED FD 5360 604288 WTR ETF
AMERICAN ELEC PWR CO INC 5040 603666 COM
BLACKROCK INC 538 602013 COM
ISHARES BITCOIN TRUST ETF 12526 594858 SHS BEN INT
VANGUARD WORLD FD 1460 583094 CONSUM DIS ETF
FIRST TR EXCHANGE TRADED FD 3533 582486 NASDQ CLN EDGE
GAMING & LEISURE PPTYS INC 12989 581261 COM
INTUITIVE SURGICAL INC 1143 576323 COM NEW
SPROTT ASSET MANAGEMENT LP 21650 571776 PHYSICAL SILVER
METLIFE INC 7246 571565 COM
AMERIPRISE FINL INC 1083 570946 COM
RENASANT CORP 14972 564594 COM
SNOWFLAKE INC 2891 557097 COM SHS
UNILEVER PLC 8130 555767 SPON ADR NEW
J P MORGAN EXCHANGE TRADED F 9460 553299 HEALTHCARE LEADE
FIRST TR EXCHNG TRADED FD VI 13782 552658 ACTV FCTR LGCP
ICL GROUP LTD 101470 552485 SHS
INVESCO DB MULTI-SECTOR COMM 21439 550126 AGRICULTURE FD
ORACLE CORP 3339 549555 COM
FIRST TR EXCHNG TRADED FD VI 17735 541804 FT VEST US EQUTY
INTERNATIONAL PAPER CO 13385 539647 COM
RTX CORPORATION 2676 537784 COM
CONAGRA BRANDS INC 28990 536596 COM
COLUMBIA ETF TR II 8710 533575 INDIA CONSMR ETF
VANGUARD SCOTTSDALE FDS 6588 527370 SHRT TRM CORP BD
VANGUARD SCOTTSDALE FDS 4374 525012 VNG RUS1000GRW
LOCKHEED MARTIN CORP 823 521648 COM
T-MOBILE US INC 2626 518010 COM
PARKER-HANNIFIN CORP 553 517519 COM
VANGUARD SCOTTSDALE FDS 8790 517379 SHORT TERM TREAS
APPLIED MATLS INC 1601 516035 COM
KRAFT HEINZ CO 21629 513466 COM
FS KKR CAP CORP 34689 478362 COM
ETF SER SOLUTIONS 4112 476551 DEFIANCE QUANTUM
PROLOGIS INC. 3594 469231 COM
SCHWAB STRATEGIC TR 15025 467426 US LCAP VA ETF
CINTAS CORP 2442 467374 COM
UNITED STS OIL FD LP 5852 465350 UNITS
WP CAREY INC 6630 462443 COM
CARDINAL HEALTH INC 2125 456620 COM
CADENCE BANK 10803 454914 COM
WELLS FARGO CO NEW 4978 450448 COM
VANGUARD BD INDEX FDS 5672 447692 SHORT TRM BOND
HARTFORD INSURANCE GROUP INC 3313 447454 COM
PNC FINL SVCS GROUP INC 1987 443698 COM
LEGG MASON ETF INVT 11524 442734 FRANKLIN INTL LW
ISHARES TR 2211 438596 U.S. TECH ETF
AMPHENOL CORP NEW 3000 432240 CL A
ROYAL CARIBBEAN GROUP 1328 431044 COM
PROSHARES TR 7940 428760 ULTRAPRO QQQ
COUPANG INC 21245 428299 CL A
FIRST TR EXCHNG TRADED FD VI 15970 427676 FT VEST INTE
FORTIS INC 8007 427014 COM
INVESCO EXCHANGE TRADED FD T 2443 426501 AEROSPACE DEFN
ABBOTT LABS 3828 418401 COM
DEERE & CO 784 413952 COM
FIRST TR EXCHANGE-TRADED FD 15230 413186 FT VEST RIS
REPUBLIC SVCS INC 1918 412542 COM
FIRST TR EXCHANGE-TRADED FD 1577 411014 DJ INTERNT IDX
TJX COS INC NEW 2741 410628 COM
PROSHARES TR 3650 401400 S&P 500 DV ARIST
VANECK ETF TRUST 4656 398700 RARE EARTH AND S
MERCADOLIBRE INC 184 395193 COM
ISHARES TR 1036 392085 RUS 1000 ETF
LOWES COS INC 1468 392085 COM
PAYPAL HLDGS INC 7375 388595 COM
INVESCO EXCH TRADED FD TR II 3202 383863 S&P 500 MOMNTM
VANGUARD WORLD FD 1676 380429 CONSUM STP ETF
ISHARES TR 5789 376143 US HLTHCARE ETF
AUTOZONE INC 101 374133 COM
GOLDMAN SACHS GROUP INC 398 372541 COM
VANECK ETF TRUST 2505 372436 URANIUM AND NUCL
BOSTON SCIENTIFIC CORP 3978 372061 COM
CORNING INC 3586 370255 COM
LITMAN GREGORY FDS TR 12585 367356 IMGP DBI MANAGED
PUBLIC SVC ENTERPRISE GRP IN 4434 365184 COM
ISHARES TR 3376 361671 GLOBAL TECH ETF
VANGUARD BD INDEX FDS 4644 361628 INTERMED TERM
OREILLY AUTOMOTIVE INC 3649 359098 COM
UNITEDHEALTH GROUP INC 1249 358375 COM
STARBUCKS CORP 3894 358033 COM
ACCENTURE PLC IRELAND 1341 353542 SHS CLASS A
BANK NEW YORK MELLON CORP 2934 351844 COM
CUMMINS INC 606 350767 COM
UNITED STS COMMODITY INDEX F 9620 350456 CM REP COPP FD
VANGUARD WORLD FD 2813 342117 ESG US STK ETF
SCHWAB STRATEGIC TR 13419 341380 INTL EQTY ETF
SSGA ACTIVE ETF TR 10012 339306 STATE STREET MUL
SPDR DOW JONES INDL AVERAGE 691 337933 UT SER 1
CAPITAL ONE FINL CORP 1532 335410 COM
J P MORGAN EXCHANGE TRADED F 4928 330028 HEDGED EQUITY LA
ISHARES INC 3837 328907 MSCI JAPAN ETF
SALESFORCE INC 1539 326745 COM
KINDER MORGAN INC DEL 10692 325999 COM
MARSH & MCLENNAN COS INC 1718 323311 COM
MARRIOTT INTL INC NEW 1016 320346 CL A
FIRST TR EXCHANGE-TRADED FD 14957 315593 INTERMEDIATE DUR
VERTEX PHARMACEUTICALS INC 667 313425 COM
J P MORGAN EXCHANGE TRADED F 6680 310754 BETABUILDERS US
UBER TECHNOLOGIES INC 3819 305711 COM
HERSHEY CO 1550 301864 COM
SCHWAB STRATEGIC TR 10076 300455 US DIVIDEND EQ
SPOTIFY TECHNOLOGY S A 600 300209 SHS
EMERSON ELEC CO 1997 293480 COM
FABRINET 590 288770 SHS
PHILLIPS EDISON & CO INC 7871 285166 COMMON STOCK
ISHARES TR 1644 283476 ISHARES BIOTECH
INVESCO DB MULTI-SECTOR COMM 11800 283200 BASE METALS FD
HONEYWELL INTL INC 1236 281215 COM
ISHARES TR 1860 280823 CORE S&P TTL STK
DANAHER CORPORATION 1276 279218 COM
ISHARES TR 5251 278881 ISHS 1-5YR INVS
CADENCE DESIGN SYSTEM INC 941 278875 COM
MOODYS CORP 536 276341 COM
INVESCO EXCHANGE TRADED FD T 2569 275731 S&P500 PUR VAL
GLOBAL X FDS 15067 268050 NASDAQ 100 COVER
VANGUARD INDEX FDS 553 266235 GROWTH ETF
ISHARES TR 7525 264195 ENVIRONMNTL INFR
VANGUARD STAR FDS 3306 263356 VG TL INTL STK F
VANGUARD INDEX FDS 1301 259930 VALUE ETF
HOWMET AEROSPACE INC 1245 259060 COM
DISNEY WALT CO 2200 248237 COM
WASTE MGMT INC DEL 1116 248088 COM
TEXAS INSTRS INC 1146 247022 COM
GOLDMAN SACHS ETF TR 4618 245816 S&P 500 PREMIUM
ISHARES TR 2467 244698 RUS MID CAP ETF
COCA COLA CONS INC 1600 243296 COM
VANGUARD INDEX FDS 2674 242771 REAL ESTATE ETF
FIFTH THIRD BANCORP 4815 241808 COM
ANALOG DEVICES INC 777 241555 COM
ISHARES TR 1948 241337 S&P 500 GRWT ETF
PULTE GROUP INC 1929 241298 COM
GLOBAL X FDS 3190 240016 DEFENSE TECH ETF
ARISTA NETWORKS INC 1690 239541 COM SHS
SCHWAB CHARLES CORP 2276 236532 COM
GLOBAL X FDS 3268 235428 GBL X BLOCKCHAIN
FIRST TR EXCH TRD ALPHDX FD 2686 234541 DEV MRK EX US
VERTIV HOLDINGS CO 1255 233657 COM CL A
ISHARES TR 6549 231573 LATN AMER 40 ETF
FIRST TR EXCHNG TRADED FD VI 8355 229513 FT VEST INTER EQ
ISHARES TR 4075 229097 NORTH AMERN NAT
GALLAGHER ARTHUR J & CO 918 228921 COM
STRYKER CORPORATION 618 228388 COM
J P MORGAN EXCHANGE TRADED F 3248 224795 GLOBAL SEL EQUIT
NEOS ETF TRUST 4254 224236 NEOS S&P 500 HI
VANGUARD WHITEHALL FDS 2384 220425 INTL DVD ETF
INVESCO EXCH TRADED FD TR II 7563 220051 NASDAQ BIOTECH
ISHARES TR 2151 219467 US HOME CONS ETF
MEDTRONIC PLC 2092 215391 SHS
FERGUSON ENTERPRISES INC 853 215348 COMMON STOCK NEW
NORFOLK SOUTHN CORP 736 214353 COM
ISHARES TR 11721 212736 GL CLEAN ENE ETF
PHILLIPS 66 1481 212672 COM
ROBINHOOD MKTS INC 2127 211594 COM CL A
BP PLC 5562 210694 SPONSORED ADR
INTUIT 420 209547 COM
SERVICENOW INC 1470 208184 COM
ARK ETF TR 1516 207613 NEXT GNRTN INTER
DBX ETF TR 6128 204920 XTRACK HRVST CSI
THERMO FISHER SCIENTIFIC INC 353 204249 COM
CROWDSTRIKE HLDGS INC 462 203785 CL A
CARRIER GLOBAL CORPORATION 3414 203405 COM
FORD MTR CO 13402 186026 COM
SIMPLIFY EXCHANGE TRADED FUN 10487 182579 VOLATILITY PREM
INVESCO ACTVELY MNGD ETC FD 11161 162057 OPTIMUM YIELD
WHITESTONE REIT 10933 155686 COM
MSC INCOME FUND INC 10902 144342 COM
FRANKLIN BSP RLTY TR INC 13535 138869 COMMON STOCK
BLACKROCK TCP CAPITAL CORP 15026 77835 COM
NUVEEN CR STRATEGIES INCOME 14833 76539 COM SHS
MORGAN STANLEY EMERGING MKTS 12776 74740 COM
TEMPLETON EMERGING MKTS INCO 11070 74612 COM
BLACKROCK TECH AND PRIVATE E 11123 74302 SHS BEN INT
NOKIA CORP 10445 67161 SPONSORED ADR
DEFI TECHNOLOGIES INC 14815 10815 COM