Institute for Wealth Management, LLC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Institute for Wealth Management, LLC. held in its portfolio 500 assets valued at $943,839,613 (i.e. $943.84M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($140.54M), APPLE INC ($33.39M), and MICROSOFT CORP ($22.97M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Institute for Wealth Management, LLC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 753592 | 140544856 | COM |
| APPLE INC | 122817 | 33389070 | COM |
| MICROSOFT CORP | 47497 | 22970513 | COM |
| AMAZON COM INC | 84322 | 19463233 | COM |
| ALPHABET INC | 55746 | 17448378 | CAP STK CL A |
| INVESCO QQQ TR | 26608 | 16345699 | UNIT SER 1 |
| META PLATFORMS INC | 19854 | 13105566 | CL A |
| LAM RESEARCH CORP | 72697 | 12444273 | COM NEW |
| TESLA INC | 25940 | 11665891 | COM |
| AXON ENTERPRISE INC | 20436 | 11606218 | COM |
| GOLDMAN SACHS GROUP INC | 9775 | 8592439 | COM |
| VANGUARD SCOTTSDALE FDS | 33562 | 7920297 | VNG RUS2000GRW |
| BROADCOM INC | 22785 | 7886018 | COM |
| COSTCO WHSL CORP NEW | 9092 | 7840542 | COM |
| SCHWAB STRATEGIC TR | 229865 | 7498188 | US LCAP GR ETF |
| VANGUARD SCOTTSDALE FDS | 43494 | 6955996 | VNG RUS2000VAL |
| SPDR SERIES TRUST | 65846 | 6843053 | STATE STREET SPD |
| SPDR S&P 500 ETF TR | 9939 | 6777931 | TR UNIT |
| UNITED RENTALS INC | 8202 | 6637638 | COM |
| INVESCO EXCHANGE TRADED FD T | 46961 | 6502259 | S&P MDCP MOMNTUM |
| VANECK ETF TRUST | 17818 | 6416741 | SEMICONDUCTR ETF |
| SELECT SECTOR SPDR TR | 41270 | 6401783 | STATE STREET IND |
| STARBUCKS CORP | 75032 | 6318412 | COM |
| ELI LILLY & CO | 5737 | 6164907 | COM |
| SELECT SECTOR SPDR TR | 42717 | 6149986 | STATE STREET TEC |
| ADVANCED MICRO DEVICES INC | 28708 | 6148106 | COM |
| VANGUARD INDEX FDS | 12207 | 5955069 | GROWTH ETF |
| ADOBE INC | 16914 | 5919734 | COM |
| SELECT SECTOR SPDR TR | 107891 | 5909188 | STATE STREET FIN |
| MASTERCARD INCORPORATED | 9491 | 5418314 | CL A |
| DISNEY WALT CO | 45065 | 5127001 | COM |
| TEXAS INSTRS INC | 29502 | 5118292 | COM |
| JPMORGAN CHASE & CO. | 15700 | 5058830 | COM |
| ALPHABET INC | 16078 | 5045167 | CAP STK CL C |
| INVESCO EXCHANGE TRADED FD T | 43067 | 5013235 | DORSEY WRIGHT MO |
| VANGUARD INDEX FDS | 16589 | 5011703 | SML CP GRW ETF |
| APPLIED MATLS INC | 19294 | 4958263 | COM |
| BERKSHIRE HATHAWAY INC DEL | 9825 | 4938713 | CL B NEW |
| VANGUARD INDEX FDS | 23298 | 4934227 | SM CP VAL ETF |
| CALAMOS ETF TR | 177338 | 4742010 | AUTOCALLABLE INC |
| VISA INC | 13143 | 4609503 | COM CL A |
| BOEING CO | 20856 | 4528161 | COM |
| FORTINET INC | 54690 | 4342956 | COM |
| VANGUARD SCOTTSDALE FDS | 72979 | 4286057 | SHORT TERM TREAS |
| BANK AMERICA CORP | 77601 | 4268033 | COM |
| ABBVIE INC | 18600 | 4249805 | COM |
| VANGUARD INDEX FDS | 23867 | 4233290 | MCAP VL IDXVIP |
| NETFLIX INC | 41409 | 3882508 | COM |
| INVESCO EXCHANGE TRADED FD T | 30153 | 3832749 | LARGE CAP GROWTH |
| AMGEN INC | 11677 | 3822081 | COM |
| VIKING THERAPEUTICS INC | 107913 | 3796380 | COM |
| GE AEROSPACE | 11865 | 3654911 | COM NEW |
| HARTFORD INSURANCE GROUP INC | 26287 | 3622411 | COM |
| ISHARES TR | 9363 | 3622077 | RUSSELL 3000 ETF |
| AMERICAN EXPRESS CO | 9598 | 3550611 | COM |
| NETEASE INC | 25370 | 3491420 | SPONSORED ADS |
| GENERAL MTRS CO | 41397 | 3366434 | COM |
| VANGUARD WORLD FD | 4423 | 3334157 | INF TECH ETF |
| ORACLE CORP | 16772 | 3268957 | COM |
| ISHARES TR | 13198 | 3248891 | RUSSELL 2000 ETF |
| VANGUARD INTL EQUITY INDEX F | 60183 | 3235424 | FTSE EMR MKT ETF |
| FEDEX CORP | 11024 | 3184251 | COM |
| ISHARES TR | 20082 | 3166988 | MICRO-CAP ETF |
| ISHARES TR | 27976 | 3081594 | TRUST ISHARE 0-1 |
| BERKSHIRE HATHAWAY INC DEL | 4 | 3019200 | CL A |
| ISHARES TR | 43632 | 2993157 | EUROPE ETF |
| MORGAN STANLEY | 16718 | 2967956 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 50048 | 2966851 | S&P 500 TOP 50 |
| KLA CORP | 2374 | 2884600 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 59950 | 2812851 | RAFI US 1000 ETF |
| INVESCO EXCHANGE TRADED FD T | 57451 | 2805929 | BLOOMBERG MVP MU |
| CENCORA INC | 8242 | 2783736 | COM |
| ISHARES TR | 50299 | 2751870 | MSCI EMG MKT ETF |
| DEERE & CO | 5865 | 2730569 | COM |
| BLACKSTONE INC | 17018 | 2623113 | COM |
| CATERPILLAR INC | 4509 | 2583171 | COM |
| RTX CORPORATION | 13967 | 2561585 | COM |
| SALESFORCE INC | 9649 | 2556165 | COM |
| CSX CORP | 69449 | 2517521 | COM |
| PALO ALTO NETWORKS INC | 13604 | 2505869 | COM |
| SELECT SECTOR SPDR TR | 54911 | 2455074 | STATE STREET ENE |
| CME GROUP INC | 8742 | 2387294 | COM |
| EATON CORP PLC | 7326 | 2333507 | SHS |
| LOWES COS INC | 9427 | 2273404 | COM |
| GLOBAL X FDS | 145341 | 2223716 | RUSSELL 2000 |
| FIRST TR EXCHANGE TRADED FD | 30800 | 2200675 | NASDAQ CYB ETF |
| VANGUARD WORLD FD | 7632 | 2197003 | HEALTH CAR ETF |
| WALMART INC | 19661 | 2190424 | COM |
| J P MORGAN EXCHANGE TRADED F | 37617 | 2186290 | NASDAQ EQT PREM |
| DELL TECHNOLOGIES INC | 17183 | 2162957 | CL C |
| GLOBAL X FDS | 122004 | 2155808 | NASDAQ 100 COVER |
| JOHNSON & JOHNSON | 10372 | 2146436 | COM |
| QUALCOMM INC | 12546 | 2146067 | COM |
| PAYPAL HLDGS INC | 36506 | 2131250 | COM |
| SERVICENOW INC | 13785 | 2111786 | COM |
| AUTONATION INC | 10118 | 2089165 | COM |
| BLACKSTONE SECD LENDING FD | 79284 | 2087548 | COMMON STOCK |
| INVESCO EXCHANGE TRADED FD T | 39965 | 2058392 | DIVID ACHIEVEV |
| BOOKING HOLDINGS INC | 383 | 2051092 | COM |
| HYATT HOTELS CORP | 12717 | 2038728 | COM CL A |
| VANGUARD TAX-MANAGED FDS | 32272 | 2016005 | VAN FTSE DEV MKT |
| CITIGROUP INC | 17242 | 2011973 | COM NEW |
| VANGUARD SCOTTSDALE FDS | 21574 | 1991281 | VNG RUS1000VAL |
| WASTE MGMT INC DEL | 9051 | 1988605 | COM |
| ISHARES TR | 9915 | 1969318 | MSCI USA QLT FCT |
| VANGUARD INDEX FDS | 7003 | 1954818 | MCAP GR IDXVIP |
| MARATHON PETE CORP | 11791 | 1917524 | COM |
| INVESCO EXCHANGE TRADED FD T | 25112 | 1884656 | S&P500 QUALITY |
| VANGUARD INDEX FDS | 9867 | 1884582 | VALUE ETF |
| CANADIAN PACIFIC KANSAS CITY | 25466 | 1875062 | COM |
| ARES MANAGEMENT CORPORATION | 11556 | 1867716 | CL A COM STK |
| MARVELL TECHNOLOGY INC | 21851 | 1856898 | COM |
| HOWMET AEROSPACE INC | 8961 | 1837087 | COM |
| CLOUDFLARE INC | 9317 | 1836847 | CL A COM |
| ISHARES TR | 29278 | 1819598 | U.S. MED DVC ETF |
| ISHARES TR | 2650 | 1814929 | CORE S&P500 ETF |
| CHEVRON CORP NEW | 11548 | 1760049 | COM |
| ST JOE CO | 29450 | 1748450 | COM |
| GE VERNOVA INC | 2638 | 1723949 | COM |
| GLOBAL X FDS | 42428 | 1723860 | S&P 500 COVERED |
| INVESCO EXCHANGE TRADED FD T | 20268 | 1665017 | BIOTECHNOLOGY |
| VANGUARD WORLD FD | 8597 | 1664652 | COMM SRVC ETF |
| HOME DEPOT INC | 4813 | 1656192 | COM |
| VANGUARD WORLD FD | 12369 | 1651152 | FINANCIALS ETF |
| FIRST TR EXCHANGE-TRADED FD | 35739 | 1635538 | SHS |
| VANGUARD SCOTTSDALE FDS | 13426 | 1634616 | VNG RUS1000GRW |
| VANGUARD INDEX FDS | 4772 | 1600029 | TOTAL STK MKT |
| TIDAL TRUST I | 63992 | 1584443 | FUNDSTRAT GRANNY |
| INVESCO EXCHANGE TRADED FD T | 15801 | 1575831 | S&P SPIN OFF |
| MICRON TECHNOLOGY INC | 5510 | 1572643 | COM |
| VIRTUS ETF TR II | 36851 | 1547742 | VIRTUS US QLTY |
| VANGUARD WORLD FD | 3847 | 1515488 | CONSUM DIS ETF |
| EBAY INC. | 17319 | 1508509 | COM |
| SHOPIFY INC | 9325 | 1501051 | CL A SUB VTG SHS |
| ISHARES TR | 12122 | 1494160 | S&P 500 GRWT ETF |
| TRAVELERS COMPANIES INC | 5111 | 1482381 | COM |
| INVESCO EXCHANGE TRADED FD T | 20546 | 1479518 | S&P SMLCP MOMENT |
| SPDR GOLD TR | 3708 | 1469326 | GOLD SHS |
| VERTEX PHARMACEUTICALS INC | 3215 | 1457734 | COM |
| PULTE GROUP INC | 12402 | 1454291 | COM |
| J P MORGAN EXCHANGE TRADED F | 25293 | 1447759 | EQUITY PREMIUM |
| MARRIOTT INTL INC NEW | 4658 | 1445036 | CL A |
| ISHARES INC | 17842 | 1440596 | MSCI JAPAN ETF |
| VANGUARD INDEX FDS | 16246 | 1437578 | REAL ESTATE ETF |
| VANECK ETF TRUST | 7473 | 1414311 | BIOTECH ETF |
| VANGUARD SPECIALIZED FUNDS | 6324 | 1389805 | DIV APP ETF |
| ISHARES TR | 9263 | 1377323 | CORE S&P TTL STK |
| INTUITIVE SURGICAL INC | 2421 | 1371158 | COM NEW |
| CISCO SYS INC | 17759 | 1367994 | COM |
| NIKE INC | 21286 | 1356158 | CL B |
| FAIR ISAAC CORP | 798 | 1348848 | COM |
| CHENIERE ENERGY INC | 6885 | 1338306 | COM NEW |
| ISHARES TR | 11066 | 1329870 | CORE S&P SCP ETF |
| EOG RES INC | 12645 | 1327883 | COM |
| AMERICAN INTL GROUP INC | 15497 | 1325769 | COM NEW |
| ISHARES TR | 20175 | 1311577 | CORE 60/40 BALAN |
| KKR & CO INC | 10260 | 1307945 | COM |
| SELECT SECTOR SPDR TR | 11014 | 1296558 | STATE STREET COM |
| INVESCO EXCHANGE TRADED FD T | 12159 | 1271151 | PHARMACEUTICALS |
| BLOCK INC | 19481 | 1268019 | CL A |
| VANGUARD WORLD FD | 3071 | 1267778 | MEGA GRWTH IND |
| SELECT SECTOR SPDR TR | 10312 | 1231336 | STATE STREET CON |
| DIMENSIONAL ETF TRUST | 17625 | 1227934 | US SMALL CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 8467 | 1213576 | FTSE SMCAP ETF |
| LOCKHEED MARTIN CORP | 2472 | 1195816 | COM |
| WISDOMTREE TR | 8240 | 1187939 | JAPN HEDGE EQT |
| CUMMINS INC | 2318 | 1183224 | COM |
| S&P GLOBAL INC | 2257 | 1179534 | COM |
| UNION PAC CORP | 4974 | 1150682 | COM |
| SHERWIN WILLIAMS CO | 3520 | 1140563 | COM |
| HCA HEALTHCARE INC | 2435 | 1136805 | COM |
| MOODYS CORP | 2215 | 1131563 | COM |
| ALIBABA GROUP HLDG LTD | 7654 | 1121881 | SPONSORED ADS |
| BRISTOL-MYERS SQUIBB CO | 20451 | 1103127 | COM |
| SCHWAB CHARLES CORP | 11031 | 1102120 | COM |
| VANGUARD INTL EQUITY INDEX F | 13140 | 1098623 | FTSE EUROPE ETF |
| KENVUE INC | 63374 | 1093200 | COM |
| INVESCO EXCHANGE TRADED FD T | 49427 | 1087394 | INTL DIVI ACHI |
| UNITEDHEALTH GROUP INC | 3263 | 1077058 | COM |
| TJX COS INC NEW | 6975 | 1071384 | COM |
| AT&T INC | 42829 | 1063867 | COM |
| COSTAR GROUP INC | 15656 | 1052710 | COM |
| INTERNATIONAL BUSINESS MACHS | 3546 | 1050360 | COM |
| THE CIGNA GROUP | 3815 | 1050003 | COM |
| PROCTER AND GAMBLE CO | 7202 | 1032176 | COM |
| INVESCO EXCHANGE TRADED FD T | 22440 | 1029749 | RAFI US 1500 |
| MERCK & CO INC | 9566 | 1006914 | COM |
| MSCI INC | 1727 | 990916 | COM |
| ELEVANCE HEALTH INC FORMERLY | 2823 | 989603 | COM |
| MCKESSON CORP | 1205 | 988778 | COM |
| CONOCOPHILLIPS | 10482 | 981221 | COM |
| WISDOMTREE TR | 11478 | 974253 | US TOTAL DIVIDND |
| HEALTHEQUITY INC | 10616 | 972532 | COM |
| ROBLOX CORP | 11989 | 971469 | CL A |
| PRUDENTIAL FINL INC | 8549 | 965053 | COM |
| ABBOTT LABS | 7666 | 960429 | COM |
| ISHARES TR | 11273 | 956247 | U.S. PHARMA ETF |
| MCDONALDS CORP | 3126 | 955519 | COM |
| MADISON SQUARE GRDN SPRT COR | 3693 | 955195 | CL A |
| VAIL RESORTS INC | 7168 | 951870 | COM |
| LENNAR CORP | 9228 | 948639 | CL A |
| PHILLIPS 66 | 7238 | 933992 | COM |
| AMPHENOL CORP NEW | 6908 | 933574 | CL A |
| ELANCO ANIMAL HEALTH INC | 41010 | 928057 | COM |
| GILEAD SCIENCES INC | 7476 | 917642 | COM |
| VANGUARD WORLD FD | 7282 | 916918 | ENERGY ETF |
| INVESCO EXCHANGE TRADED FD T | 13742 | 914088 | LARGE CAP VALUE |
| HONEYWELL INTL INC | 4668 | 910583 | COM |
| F5 INC | 3558 | 908216 | COM |
| SNOWFLAKE INC | 4131 | 906177 | COM SHS |
| PALANTIR TECHNOLOGIES INC | 5064 | 900049 | CL A |
| WYNN RESORTS LTD | 7470 | 898916 | COM |
| QUANTA SVCS INC | 2127 | 897713 | COM |
| COMCAST CORP NEW | 29901 | 893731 | CL A |
| VANGUARD INDEX FDS | 1367 | 857471 | S&P 500 ETF SHS |
| CORNING INC | 9748 | 853546 | COM |
| FIDELITY COMWLTH TR | 9247 | 845176 | NASDAQ COMPSIT |
| CENTRAL SECS CORP | 16460 | 834710 | COM |
| WISDOMTREE TR | 12490 | 834332 | US MIDCAP FUND |
| INTUIT | 1258 | 833253 | COM |
| VERIZON COMMUNICATIONS INC | 20395 | 830706 | COM |
| METLIFE INC | 10379 | 819283 | COM |
| OCCIDENTAL PETE CORP | 19612 | 806460 | COM |
| RED ROCK RESORTS INC | 12980 | 804111 | CL A |
| VANGUARD WORLD FD | 4331 | 801471 | UTILITIES ETF |
| WISDOMTREE TR | 6936 | 797502 | US AI ENHANCED |
| ISHARES TR | 3108 | 777873 | MSCI USA MMENTM |
| ASML HOLDING N V | 724 | 774579 | N Y REGISTRY SHS |
| HOWARD HUGHES HOLDINGS INC | 9636 | 768664 | COM |
| SCHWAB STRATEGIC TR | 27921 | 765870 | US DIVIDEND EQ |
| CROWDSTRIKE HLDGS INC | 1631 | 764548 | CL A |
| SELECT SECTOR SPDR TR | 4894 | 757613 | STATE STREET HEA |
| CINTAS CORP | 4012 | 754537 | COM |
| ETF OPPORTUNITIES TRUST | 16528 | 752845 | REX FANG & INNOV |
| VANGUARD WORLD FD | 3620 | 751350 | MATERIALS ETF |
| ISHARES TR | 10036 | 747816 | US TRSPRTION |
| VALERO ENERGY CORP | 4535 | 738253 | COM |
| BLACKSTONE MTG TR INC | 38319 | 733043 | COM CL A |
| WISDOMTREE TR | 11107 | 731416 | TRUE DEVELOPED I |
| DIMENSIONAL ETF TRUST | 12195 | 726091 | US TARGETED VLU |
| EXXON MOBIL CORP | 6031 | 725761 | COM |
| COCA COLA CO | 10305 | 720427 | COM |
| WELLS FARGO CO NEW | 7704 | 717990 | COM |
| DIMENSIONAL ETF TRUST | 18091 | 716223 | US CORE EQUITY 2 |
| CAPITAL ONE FINL CORP | 2949 | 714720 | COM |
| DANAHER CORPORATION | 3114 | 712876 | COM |
| ISHARES TR | 6232 | 709972 | EAFE GRWTH ETF |
| ANYWHERE REAL ESTATE INC | 50000 | 708000 | COM |
| VANGUARD WORLD FD | 2356 | 702982 | INDUSTRIAL ETF |
| DRAFTKINGS INC NEW | 20222 | 696851 | COM CL A |
| ETF SER SOLUTIONS | 24463 | 686677 | US GLB JETS |
| SOUTHWEST AIRLS CO | 16236 | 671014 | COM |
| ISHARES TR | 7311 | 654043 | CORE MSCI EAFE |
| CIMPRESS PLC | 9697 | 645724 | SHS EURO |
| SLB LIMITED | 16613 | 637608 | COM STK |
| NOVO-NORDISK A S | 12344 | 628063 | ADR |
| ELLSWORTH GROWTH & INCOME FD | 53857 | 626352 | COM |
| TRANE TECHNOLOGIES PLC | 1594 | 620473 | SHS |
| MERCADOLIBRE INC | 307 | 618378 | COM |
| PROSHARES TR | 8782 | 618341 | PSHS ULTRA QQQ |
| CALAMOS CONV OPPORTUNITIES & | 58696 | 615135 | SH BEN INT |
| ULTA BEAUTY INC | 1006 | 608399 | COM |
| WISDOMTREE TR | 8575 | 607625 | US LARGECAP FUND |
| INVESCO EXCHANGE TRADED FD T | 3162 | 605658 | S&P500 EQL WGT |
| RITHM CAPITAL CORP | 55468 | 604602 | COM NEW |
| EMERSON ELEC CO | 4546 | 603393 | COM |
| INVESCO EXCHANGE TRADED FD T | 9380 | 601838 | S&P MDCP VLU MNT |
| VANGUARD INTL EQUITY INDEX F | 6603 | 596929 | FTSE PACIFIC ETF |
| TELEFONAKTIEBOLAGET LM ERICS | 61525 | 593720 | ADR B SEK 10 |
| APOLLO GLOBAL MGMT INC | 4043 | 585265 | COM |
| PEPSICO INC | 4078 | 585203 | COM |
| AFFIRM HLDGS INC | 7810 | 581299 | COM CL A |
| FORD MTR CO | 44083 | 578366 | COM |
| EXCHANGE TRADED CONCEPTS TRU | 9073 | 576125 | RANGE NUCLEAR RE |
| KEYCORP | 27852 | 574866 | COM |
| DATADOG INC | 4212 | 572790 | CL A COM |
| SPDR DOW JONES INDL AVERAGE | 1185 | 569632 | UT SER 1 |
| US BANCORP DEL | 10660 | 568839 | COM NEW |
| JOHNSON CTLS INTL PLC | 4738 | 567376 | SHS |
| THERMO FISHER SCIENTIFIC INC | 979 | 567282 | COM |
| DOMINION ENERGY INC | 9676 | 566917 | COM |
| CORTEVA INC | 8450 | 566404 | COM |
| COUPANG INC | 23749 | 560239 | CL A |
| AMPLIFY ETF TR | 12580 | 559832 | CWP ENHANCED DIV |
| GARTNER INC | 2212 | 558044 | COM |
| VANGUARD BD INDEX FDS | 7512 | 556441 | TOTAL BND MRKT |
| LIBERTY ALL STAR EQUITY FD | 88551 | 556103 | SH BEN INT |
| DIAMONDBACK ENERGY INC | 3675 | 552404 | COM |
| SELECT SECTOR SPDR TR | 12841 | 548183 | STATE STREET UTI |
| VANGUARD WORLD FD | 8422 | 547515 | EXTENDED DUR |
| PFIZER INC | 21988 | 547492 | COM |
| ALLSTATE CORP | 2612 | 543688 | COM |
| INVESCO EXCHANGE TRADED FD T | 4772 | 543337 | S&P 500 GARP ETF |
| ROYAL CARIBBEAN GROUP | 1935 | 539711 | COM |
| LULULEMON ATHLETICA INC | 2595 | 539267 | COM |
| AUTODESK INC | 1819 | 538501 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 1948 | 536558 | ORD SHS |
| ALTRIA GROUP INC | 9304 | 536482 | COM |
| INTERCONTINENTAL EXCHANGE IN | 3309 | 535990 | COM |
| AIRBNB INC | 3947 | 535687 | COM CL A |
| GABELLI DIVID & INCOME TR | 19137 | 531424 | COM |
| CIENA CORP | 2263 | 529248 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 9240 | 527974 | S&P SMCP VLU MNT |
| DIMENSIONAL ETF TRUST | 10571 | 527493 | INTERNATNAL VAL |
| ISHARES TR | 3094 | 522156 | ISHARES BIOTECH |
| UNITED PARCEL SERVICE INC | 5252 | 520957 | CL B |
| NOV INC | 32794 | 512571 | COM |
| AMERICAN ELEC PWR CO INC | 4430 | 510824 | COM |
| ABSCI CORPORATION | 145792 | 508815 | COM |
| SELECT SECTOR SPDR TR | 11202 | 508011 | STATE STREET MAT |
| VANGUARD SCOTTSDALE FDS | 5066 | 504169 | VNG RUS2000IDX |
| VANGUARD CHARLOTTE FDS | 10401 | 502562 | TOTAL INT BD ETF |
| NOVARTIS AG | 3631 | 500606 | SPONSORED ADR |
| TRIPLE FLAG PRECIOUS METAL | 15049 | 499928 | COM |
| INVESCO EXCHANGE TRADED FD T | 24456 | 498541 | HIG YLD EQ DIV |
| HILTON WORLDWIDE HLDGS INC | 1735 | 498379 | COM |
| DILLARDS INC | 819 | 496532 | CL A |
| INTEL CORP | 13404 | 494591 | COM |
| U HAUL HOLDING COMPANY | 10451 | 488499 | COM SER N |
| PNC FINL SVCS GROUP INC | 2294 | 478740 | COM |
| ALASKA AIR GROUP INC | 9516 | 478675 | COM |
| REGENERON PHARMACEUTICALS | 616 | 475472 | COM |
| ASTRAZENECA PLC | 5171 | 475343 | SPONSORED ADR |
| CONSTRUCTION PARTNERS INC | 4350 | 472193 | COM CL A |
| DELTA AIR LINES INC DEL | 6697 | 464745 | COM NEW |
| REGAL REXNORD CORPORATION | 3308 | 464179 | COM |
| GEN DIGITAL INC | 17071 | 464156 | COM |
| WESTERN DIGITAL CORP | 2675 | 460749 | COM |
| NUCOR CORP | 2822 | 460309 | COM |
| ISHARES TR | 4797 | 451654 | MSCI USA MIN VOL |
| EXPEDIA GROUP INC | 1588 | 449897 | COM NEW |
| WESCO INTL INC | 1836 | 449160 | COM |
| SUNCOR ENERGY INC NEW | 10023 | 444635 | COM |
| 3M CO | 2773 | 444004 | COM |
| ISHARES TR | 4409 | 442526 | 0-3 MNTH TREASRY |
| ELECTRONIC ARTS INC | 2152 | 439719 | COM |
| WISDOMTREE TR | 8478 | 437465 | US MIDCAP DIVID |
| MASCO CORP | 6884 | 436881 | COM |
| NUVEEN DOW 30 DYNMC OVERWRT | 28143 | 429463 | SHS |
| ISHARES INC | 6357 | 427318 | CORE MSCI EMKT |
| LINDE PLC | 1002 | 427243 | SHS |
| EDWARDS LIFESCIENCES CORP | 5010 | 427103 | COM |
| AMPLIFY ETF TR | 11049 | 423730 | CWP INTL ENHANCE |
| AUTOLIV INC | 3553 | 421721 | COM |
| FIRST TR EXCHANGE-TRADED FD | 2965 | 421414 | NASDAQ-100 SEL |
| CANADIAN NAT RES LTD | 12445 | 421264 | COM |
| GENUINE PARTS CO | 3398 | 417819 | COM |
| GRANITESHARES GOLD TR | 9767 | 415000 | SHS BEN INT |
| AAR CORP | 5000 | 413950 | COM |
| PHILIP MORRIS INTL INC | 2572 | 412549 | COM |
| ISHARES TR | 8174 | 412469 | TRS FLT RT BD |
| RADIAN GROUP INC | 11456 | 412302 | COM |
| MATTEL INC | 20759 | 411859 | COM |
| ISHARES TR | 1930 | 405957 | RUS 1000 VAL ETF |
| TRUIST FINL CORP | 8158 | 401472 | COM |
| FACTSET RESH SYS INC | 1380 | 400527 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 4750 | 394280 | CL A |
| PG&E CORP | 24454 | 392982 | COM |
| AUTOMATIC DATA PROCESSING IN | 1508 | 387903 | COM |
| SPHERE ENTERTAINMENT CO | 4074 | 387356 | CL A |
| BRIGHTHOUSE FINL INC | 5978 | 387315 | COM |
| GOOSEHEAD INS INC | 5251 | 386737 | COM CL A |
| ESSENTIAL UTILS INC | 10062 | 385979 | COM |
| WILLIAMS COS INC | 6412 | 385419 | COM |
| ACCENTURE PLC IRELAND | 1433 | 384497 | SHS CLASS A |
| ROCKET COS INC | 19796 | 383251 | COM CL A |
| UBER TECHNOLOGIES INC | 4689 | 383139 | COM |
| WHIRLPOOL CORP | 5295 | 381982 | COM |
| L3HARRIS TECHNOLOGIES INC | 1292 | 379394 | COM |
| HANCOCK JOHN FINL OPPTYS FD | 10784 | 378303 | SH BEN INT NEW |
| YUM BRANDS INC | 2494 | 377293 | COM |
| ARCH CAP GROUP LTD | 3926 | 376582 | ORD |
| ONESTREAM INC | 20484 | 376496 | CL A |
| ISHARES TR | 14871 | 375345 | ESG AWRE 1 5 YR |
| M/I HOMES INC | 2929 | 374766 | COM |
| CHOICE HOTELS INTL INC | 3890 | 370594 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 612 | 369396 | UTSER1 S&PDCRP |
| BITWISE BITCOIN ETF TR | 7759 | 369019 | SHS BEN INT |
| BLACKROCK INC | 344 | 368197 | COM |
| BROOKFIELD CORP | 8010 | 367579 | CL A LTD VT SH |
| ISHARES TR | 5132 | 366477 | EAFE VALUE ETF |
| LPL FINL HLDGS INC | 1025 | 366100 | COM |
| DUPONT DE NEMOURS INC | 9097 | 365700 | COM |
| ADVANCED DRAIN SYS INC DEL | 2523 | 365407 | COM |
| LAMB WESTON HLDGS INC | 8723 | 365404 | COM |
| VANGUARD SCOTTSDALE FDS | 4809 | 364763 | LG-TERM COR BD |
| VIRTUS EQUITY & CONV INCM FD | 14633 | 364666 | COM |
| ISHARES INC | 5213 | 361401 | MSCI MEXICO ETF |
| VANGUARD WHITEHALL FDS | 2468 | 354230 | HIGH DIV YLD |
| D R HORTON INC | 2441 | 351578 | COM |
| RBC BEARINGS INC | 783 | 351121 | COM |
| DIMENSIONAL ETF TRUST | 7491 | 349006 | US MKTWIDE VALUE |
| T-MOBILE US INC | 1713 | 347808 | COM |
| FISERV INC | 5172 | 347429 | COM |
| PIMCO GLOBAL STOCKSPLS INCM | 37784 | 344967 | COM |
| INVESCO EXCHANGE TRADED FD T | 4365 | 344224 | SEMICONDUCTORS |
| ARISTA NETWORKS INC | 2593 | 339706 | COM SHS |
| TWILIO INC | 2377 | 338105 | CL A |
| TOLL BROTHERS INC | 2500 | 338050 | COM |
| FIDELITY NATL INFORMATION SV | 5080 | 337591 | COM |
| SKYWORKS SOLUTIONS INC | 5301 | 336146 | COM |
| THE TRADE DESK INC | 8840 | 335567 | COM CL A |
| PARAMOUNT SKYDANCE CORP | 25030 | 335401 | COM CL B |
| SOUTHERN CO | 3845 | 335244 | COM |
| HDFC BANK LTD | 9146 | 334195 | SPONSORED ADS |
| ADEIA INC | 19250 | 332065 | COM |
| WARNER BROS DISCOVERY INC | 11499 | 331402 | COM SER A |
| GLOBAL X FDS | 6786 | 328523 | GLBL X MLP ETF |
| ISHARES BITCOIN TRUST ETF | 6614 | 328386 | SHS BEN INT |
| FIRST TR EXCHANGE TRADED FD | 1950 | 328146 | TECH ALPHADEX |
| LIVE NATION ENTERTAINMENT IN | 2299 | 327608 | COM |
| ODDITY TECH LTD | 8111 | 325900 | SHS CL A |
| NEW YORK TIMES CO | 4655 | 323162 | CL A |
| NUSHARES ETF TR | 6756 | 322552 | NUVEEN ESG MIDCP |
| QNITY ELECTRONICS INC | 3949 | 322436 | COMMON STOCK |
| BORR DRILLING LTD | 80000 | 322400 | SHS |
| REVVITY INC | 3294 | 318695 | COM |
| EAST WEST BANCORP INC | 2835 | 318626 | COM |
| VANGUARD WORLD FD | 1244 | 312572 | MEGA CAP INDEX |
| TE CONNECTIVITY PLC | 1371 | 311917 | ORD SHS |
| MONSTER BEVERAGE CORP NEW | 4036 | 309462 | COM |
| CARRIER GLOBAL CORPORATION | 5818 | 307424 | COM |
| BOSTON SCIENTIFIC CORP | 3205 | 305597 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 1896 | 303126 | COM SHS |
| MGM RESORTS INTERNATIONAL | 8271 | 301796 | COM |
| ISHARES TR | 934 | 301692 | RUS 2000 GRW ETF |
| PROSHARES TR | 5148 | 298173 | PSHS ULT S&P 500 |
| AMERIPRISE FINL INC | 605 | 296656 | COM |
| WEYERHAEUSER CO MTN BE | 12436 | 294608 | COM NEW |
| NXP SEMICONDUCTORS N V | 1356 | 294334 | COM |
| CALAMOS STRATEGIC TOTAL RETU | 15147 | 290823 | COM SH BEN INT |
| DOUBLELINE INCOME SOLUTIONS | 25774 | 290473 | COM |
| ACADIAN ASSET MANAGEMENT INC | 6170 | 290004 | COM |
| ALLEGION PLC | 1816 | 289198 | ORD SHS |
| ARCHROCK INC | 11109 | 289068 | COM |
| TIDAL TRUST III | 11224 | 286774 | FUNDSTRAT GRANNY |
| JD.COM INC | 9969 | 286111 | SPON ADS CL A |
| ABRDN GLOBAL INFRA INCOME FU | 12716 | 284333 | COM SHS BEN INT |
| ONEOK INC NEW | 3866 | 284151 | COM |
| DOLLAR GEN CORP NEW | 2134 | 283332 | COM |
| GLOBAL E ONLINE LTD | 7180 | 282246 | SHS |
| AUTOZONE INC | 83 | 281495 | COM |
| ISHARES TR | 2899 | 280856 | S&P MC 400GR ETF |
| NUSHARES ETF TR | 2864 | 280100 | NUVEEN ESG LRGCP |
| VANGUARD SCOTTSDALE FDS | 3506 | 279527 | SHRT TRM CORP BD |
| VANECK ETF TRUST | 26455 | 278043 | MORTGAGE REIT |
| GUIDEWIRE SOFTWARE INC | 1381 | 277595 | COM |
| BLACKROCK ENHANCED LARGE CAP | 11872 | 277449 | COM |
| IDEXX LABS INC | 409 | 276431 | COM |
| PACER FDS TR | 4567 | 274797 | US CASH COWS 100 |
| ISHARES TR | 2856 | 274302 | MSCI EAFE ETF |
| INVESCO ACTIVELY MANAGED EXC | 5430 | 272847 | ULTRA SHRT DUR |
| NUSHARES ETF TR | 6047 | 272418 | NUVEEN ESG LRGVL |
| ISHARES INC | 6154 | 271823 | ESG AWR MSCI EM |
| CROWN CASTLE INC | 3051 | 271143 | COM |
| BITWISE ETHEREUM ETF | 12724 | 270640 | SHS |
| SEI INVTS CO | 3275 | 268616 | COM |
| ISHARES TR | 2200 | 266786 | ESG MSCI LEADR |
| NEW JERSEY RES CORP | 5763 | 265799 | COM |
| MADISON SQUARE GARDEN ENTMT | 4910 | 264600 | COM CL A |
| EXLSERVICE HOLDINGS INC | 6233 | 264529 | COM |
| INVESCO EXCHANGE TRADED FD T | 18547 | 262255 | FINL PFD ETF |
| ISHARES TR | 4266 | 261766 | GLB INFRASTR ETF |
| AMERICAN TOWER CORP NEW | 1469 | 257913 | COM |
| AERCAP HOLDINGS NV | 1786 | 256756 | SHS |
| ISHARES TR | 2670 | 256748 | 7-10 YR TRSY BD |
| ISHARES TR | 1185 | 254327 | US AER DEF ETF |
| PACCAR INC | 2322 | 254283 | COM |
| ALPS ETF TR | 5399 | 253858 | ALERIAN MLP |
| SYSCO CORP | 3431 | 252860 | COM |
| LISTED FDS TR | 3820 | 251939 | ROUNDHILL MAGNIF |
| LABCORP HOLDINGS INC | 1004 | 251919 | COM SHS |
| DEUTSCHE BANK A G | 6533 | 251913 | NAMEN AKT |
| ILLINOIS TOOL WKS INC | 1021 | 251473 | COM |
| CHIPOTLE MEXICAN GRILL INC | 6785 | 251063 | COM |
| QXO INC | 12968 | 250153 | COM NEW |
| FLEXSHARES TR | 6131 | 249747 | HIG YLD VL ETF |
| PRIMERICA INC | 962 | 248526 | COM |
| WILLIS TOWERS WATSON PLC LTD | 755 | 248157 | SHS |
| MGE ENERGY INC | 3162 | 247959 | COM |
| ISHARES TR | 823 | 247861 | ISHARES SEMICDTR |
| WISDOMTREE TR | 5617 | 247429 | YIELD ENHANCD US |
| REDDIT INC | 1071 | 246191 | CL A |
| GENERAL MLS INC | 5278 | 245414 | COM |
| WEDBUSH SER TR | 7729 | 244326 | DAN IVES WEDBUSH |
| FIRST TR EXCHANGE-TRADED FD | 2641 | 244324 | CAP STRENGTH ETF |
| WISDOMTREE TR | 4290 | 244230 | US SMALLCAP FUND |
| TARGET CORP | 2478 | 242204 | COM |
| QORVO INC | 2856 | 241361 | COM |
| RESMED INC | 995 | 239786 | COM |
| NORFOLK SOUTHN CORP | 830 | 239638 | COM |
| ECOLAB INC | 904 | 237319 | COM |
| LENNOX INTL INC | 487 | 236480 | COM |
| CHARTER COMMUNICATIONS INC N | 1114 | 232473 | CL A |
| BJS WHSL CLUB HLDGS INC | 2577 | 232008 | COM |
| ISHARES TR | 1679 | 229923 | RUS MD CP GR ETF |
| NUSHARES ETF TR | 5803 | 226898 | NUVEEN ESG MIDVL |
| WISDOMTREE TR | 2576 | 226895 | US LARGECAP DIVD |
| QUAD / GRAPHICS INC | 36179 | 226843 | COM CL A |
| WASTE CONNECTIONS INC | 1286 | 225513 | COM |
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