Integrated Wealth Concepts LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Integrated Wealth Concepts LLC held in its portfolio 500 assets valued at $8,417,150,179 (i.e. $8.42B).
The most valuable assets in the portfolio included: ISHARES CORE ($525.93M), BNY MELLON ($391.21M), and SPDR SERIES TRUST ($339.56M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Integrated Wealth Concepts LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES CORE | 4951671 | 525926154 | MF Closed and MF Open |
| BNY MELLON | 3659448 | 391204882 | MF Closed and MF Open |
| SPDR SERIES TRUST | 5764040 | 339557391 | MF Closed and MF Open |
| ISHARES MSCI | 2972028 | 295840892 | MF Closed and MF Open |
| APTUS COLLARED | 6079499 | 265674204 | MF Closed and MF Open |
| SCHWAB STRATEGIC TR | 6871937 | 191341382 | MF Closed and MF Open |
| DIMENSIONAL US | 4185849 | 182666505 | MF Closed and MF Open |
| FIRST TR EXCHANGE-TRADED FD | 4271219 | 178786798 | MF Closed and MF Open |
| VANGUARD INDEX FDS | 566272 | 173936908 | MF Closed and MF Open |
| APTUS DEFINED | 5968043 | 169910144 | MF Closed and MF Open |
| JPMORGAN BETABUILDERS | 2136154 | 158571107 | MF Closed and MF Open |
| APPLE INC | 562225 | 152846522 | Common Stock |
| ISHARES IBONDS | 5645035 | 131437166 | MF Closed and MF Open |
| J P MORGAN EXCHANGE TRADED F | 2305102 | 124629903 | MF Closed and MF Open |
| GOLDMAN SACHS | 1522007 | 122310257 | MF Closed and MF Open |
| ISHARES U S | 2294025 | 119630724 | MF Closed and MF Open |
| CAPITAL GROUP | 3140155 | 118454174 | MF Closed and MF Open |
| NVIDIA CORP | 607632 | 113323653 | Common Stock |
| ISHARES S&P | 608787 | 113154557 | MF Closed and MF Open |
| MICROSOFT CORP | 218766 | 105799589 | Common Stock |
| SELECT SECTOR SPDR TR | 1079467 | 95503225 | MF Closed and MF Open |
| INVESCO EXCH TRADED FD TR II | 665099 | 92345003 | MF Closed and MF Open |
| VANGUARD TOTAL | 1212809 | 88510641 | MF Closed and MF Open |
| FIRST TR EXCHNG TRADED FD VI | 2481337 | 85075506 | MF Closed and MF Open |
| ALPHABET INC | 253886 | 79551210 | Common Stock |
| APTUS LARGE | 2071959 | 78055043 | MF Closed and MF Open |
| ETF SER SOLUTIONS | 2121378 | 77871032 | MF Closed and MF Open |
| APTUS INTL | 3165285 | 77011363 | MF Closed and MF Open |
| INVESCO QQQ | 122824 | 75451649 | MF Closed and MF Open |
| SPDR S&P | 142614 | 74121109 | MF Closed and MF Open |
| AMAZON COM | 286268 | 66076472 | Common Stock |
| ISHARES RUSSELL | 290476 | 65448272 | MF Closed and MF Open |
| STATE STREET | 753464 | 60237647 | MF Closed and MF Open |
| DIMENSIONAL INTL | 1561255 | 60177950 | MF Closed and MF Open |
| INVESCO EXCHANGE TRADED FD T | 574923 | 59762021 | MF Closed and MF Open |
| ISHARES FLEXIBLE | 1100720 | 58085034 | MF Closed and MF Open |
| TIDAL TRUST II | 2036205 | 53032343 | MF Closed and MF Open |
| FIDELITY MERRIMACK STR TR | 1124122 | 51754593 | MF Closed and MF Open |
| VANGUARD MUN BD FDS | 957875 | 48171532 | MF Closed and MF Open |
| DAY HAGAN | 947804 | 46205540 | MF Closed and MF Open |
| VANGUARD FSTE | 778118 | 41831593 | MF Closed and MF Open |
| SPDR DEVELOPED | 940148 | 41751979 | MF Closed and MF Open |
| TESLA INC | 88693 | 39886817 | Common Stock |
| INVESCO BULLETSHARES | 1792238 | 38634544 | MF Closed and MF Open |
| JPMORGAN CHASE | 118424 | 38158651 | Common Stock |
| AB ACTIVE ETFS INC | 352922 | 36848615 | MF Closed and MF Open |
| NORTHERN LTS FD TR IV | 562302 | 36285361 | MF Closed and MF Open |
| SPDR EMERGING | 707366 | 33111786 | MF Closed and MF Open |
| ISHARES U S ETF TR | 652199 | 32818663 | MF Closed and MF Open |
| BERKSHIRE HATHAWAY | 59929 | 30123127 | Common Stock |
| META PLATFORMS | 45493 | 30029436 | Common Stock |
| ELI LILLY | 27283 | 29320726 | Common Stock |
| ISHARES NATIONAL | 272666 | 29205209 | MF Closed and MF Open |
| PIMCO ENHANCED | 1039419 | 28834409 | MF Closed and MF Open |
| ISHARES GOLD | 354523 | 28776640 | MF Closed and MF Open |
| BROADCOM INC | 82972 | 28716503 | Common Stock |
| VANGUARD GROWTH | 58498 | 28539007 | MF Closed and MF Open |
| ISHARES TR | 435747 | 28519410 | MF Closed and MF Open |
| FIDELITY COVINGTON TRUST | 564772 | 28066078 | MF Closed and MF Open |
| FIRST TRUST | 612551 | 27457483 | MF Closed and MF Open |
| ISHARES MBS | 284758 | 27114698 | MF Closed and MF Open |
| ISHARES A I | 777441 | 25888853 | MF Closed and MF Open |
| DIMENSIONAL GLOBAL | 497714 | 25775167 | MF Closed and MF Open |
| ISHARES GLOBAL | 323199 | 25656534 | MF Closed and MF Open |
| VANGUARD HIGH | 176833 | 25379040 | MF Closed and MF Open |
| VISA INC | 70642 | 24774896 | Common Stock |
| PRINCIPAL EXCHANGE TRADED FD | 661403 | 24518449 | MF Closed and MF Open |
| WALMART INC | 219135 | 24413769 | Common Stock |
| VANGUARD FTSE | 363676 | 23759723 | MF Closed and MF Open |
| ISHARES ESG | 247108 | 23483317 | MF Closed and MF Open |
| PALANTIR TECHNOLOGIES | 127392 | 22643944 | Common Stock |
| SPDR DOW | 42009 | 20188341 | MF Closed and MF Open |
| ISHARES TECHNOLOGY | 99955 | 19959080 | MF Closed and MF Open |
| BLACKROCK ETF TRUST | 511964 | 19741323 | MF Closed and MF Open |
| EXXON MOBIL | 161771 | 19467483 | Common Stock |
| ALLSPRING EXCHANGE TRADED FU | 751396 | 18874150 | MF Closed and MF Open |
| PIMCO ETF TR | 372012 | 18796073 | MF Closed and MF Open |
| SPDR GOLD | 56865 | 17607184 | MF Closed and MF Open |
| SPROTT ASSET MANAGEMENT LP | 520078 | 17172970 | MF Closed and MF Open |
| ISHARES 0-5 | 164776 | 16871376 | MF Closed and MF Open |
| VANGUARD STAR FDS | 215139 | 16230112 | MF Closed and MF Open |
| VANGUARD SCOTTSDALE FDS | 243611 | 15247404 | MF Closed and MF Open |
| INVESCO RUSSELL | 248959 | 15218851 | MF Closed and MF Open |
| DIMENSIONAL EMERGING | 451711 | 14897693 | MF Closed and MF Open |
| PGIM ETF TR | 327376 | 14810461 | MF Closed and MF Open |
| PROCTER & GAMBLE | 101495 | 14545188 | Common Stock |
| GLOBAL X | 221670 | 13849134 | MF Closed and MF Open |
| SIMPLIFY EXCHANGE TRADED FUN | 323898 | 13844959 | MF Closed and MF Open |
| JOHN HANCOCK | 218284 | 13527353 | MF Closed and MF Open |
| BLACKROCK ETF TRUST II | 273585 | 13452675 | MF Closed and MF Open |
| JPMORGAN HEDGED | 197712 | 13134006 | MF Closed and MF Open |
| DIMENSIONAL CORE | 304801 | 12972317 | MF Closed and MF Open |
| DIMENSIONAL SHORT | 267775 | 12839834 | MF Closed and MF Open |
| VANGUARD INFORMATION | 16868 | 12714802 | MF Closed and MF Open |
| VANGUARD SHORT | 226403 | 12504397 | MF Closed and MF Open |
| INVESCO S&P | 120191 | 12175695 | MF Closed and MF Open |
| COSTCO WHOLESALE | 14057 | 12121518 | Common Stock |
| ISHARES 1-3YR | 145078 | 12015393 | MF Closed and MF Open |
| JOHNSON & JOHNSON | 57979 | 11998868 | Common Stock |
| WISDOMTREE TR | 179345 | 11921062 | MF Closed and MF Open |
| VICTORYSHARES US | 156455 | 11709327 | MF Closed and MF Open |
| SCHWAB INTL | 386488 | 11456522 | MF Closed and MF Open |
| SERVICENOW INC | 74191 | 11365522 | Common Stock |
| T ROWE | 306103 | 11083465 | MF Closed and MF Open |
| EA SERIES TRUST | 166745 | 11078859 | MF Closed and MF Open |
| DIMENSIONAL WORLD | 338211 | 11069655 | MF Closed and MF Open |
| VANGUARD INTERMEDIATE | 134096 | 11041634 | MF Closed and MF Open |
| QUANTA SERVICES | 26084 | 11008772 | Common Stock |
| ORACLE CORP | 56145 | 10943132 | Common Stock |
| CITIGROUP INC | 92460 | 10789192 | Common Stock |
| BANK AMERICA | 183893 | 10114141 | Common Stock |
| APTUS ENHANCED | 446097 | 9903353 | MF Closed and MF Open |
| ISHARES EUROPE | 140594 | 9644743 | MF Closed and MF Open |
| VANECK ETF TRUST | 63356 | 9568481 | MF Closed and MF Open |
| HOME DEPOT | 27550 | 9480008 | Common Stock |
| VANGUARD RUSSELL | 97316 | 9384607 | MF Closed and MF Open |
| PROGRESSIVE CORP | 40565 | 9237390 | Common Stock |
| CROWDSTRIKE HOLDINGS | 19693 | 9231357 | Common Stock |
| DIMENSIONAL NATIONAL | 190663 | 9184215 | MF Closed and MF Open |
| GE AEROSPACE | 29676 | 9141200 | Common Stock |
| ISHARES 7-10YR | 93904 | 9029793 | MF Closed and MF Open |
| ISHARES SILVER | 140071 | 9023361 | MF Closed and MF Open |
| AVANTIS U S | 88224 | 8997051 | MF Closed and MF Open |
| SSGA ACTIVE ETF TR | 217933 | 8994079 | MF Closed and MF Open |
| RBB FD INC | 177905 | 8873916 | MF Closed and MF Open |
| INTERNATIONAL BUSINESS MACHS | 29646 | 8781500 | Common Stock |
| FIRST TR EXCH TRADED FD III | 275239 | 8621378 | MF Closed and MF Open |
| AMERICAN TOWER | 48951 | 8594404 | Common Stock |
| DIAMONDBACK ENERGY | 56797 | 8538295 | Common Stock |
| AMPHENOL CORP | 60803 | 8216879 | Common Stock |
| ISHARES SELECT | 58057 | 8194118 | MF Closed and MF Open |
| SAMSARA INC | 227541 | 8066332 | Common Stock |
| CAMBRIA EMERGING | 209863 | 8044063 | MF Closed and MF Open |
| COPART INC | 201229 | 7878135 | Common Stock |
| NEOS ETF TRUST | 157385 | 7869138 | MF Closed and MF Open |
| RTX CORP | 42842 | 7857157 | Common Stock |
| ABBVIE INC | 34313 | 7840051 | Common Stock |
| ISHARES AEROSPACE | 36445 | 7824329 | MF Closed and MF Open |
| NETFLIX INC | 83262 | 7806667 | Common Stock |
| BROADRIDGE FINANCIAL | 34764 | 7758394 | Common Stock |
| ISHARES 3-7YR | 64879 | 7743276 | MF Closed and MF Open |
| MASTERCARD INC | 13328 | 7608566 | Common Stock |
| VICTORY PORTFOLIOS II | 149256 | 7607682 | MF Closed and MF Open |
| ISHARES 10 | 150256 | 7580409 | MF Closed and MF Open |
| CHEMED CORP | 17604 | 7532058 | Common Stock |
| ISHARES 10-20YR | 73814 | 7504628 | MF Closed and MF Open |
| CHEVRON CORP | 49029 | 7472575 | Common Stock |
| CATERPILLAR INC | 12996 | 7444997 | Common Stock |
| LOCKHEED MARTIN | 14690 | 7104974 | Common Stock |
| VANGUARD DIVIDEND | 32309 | 7100946 | MF Closed and MF Open |
| VICTORYSHARES U S | 107464 | 7080810 | MF Closed and MF Open |
| U S TREASURY | 138576 | 6939148 | MF Closed and MF Open |
| ISHARES JPMORGAN | 71287 | 6863536 | MF Closed and MF Open |
| CISCO SYS INC | 88397 | 6809251 | Common Stock |
| FIDELITY ENHANCED | 160079 | 6675297 | MF Closed and MF Open |
| PFIZER INC | 264088 | 6575810 | Common Stock |
| GOLDMAN SACHS | 7247 | 6369788 | Common Stock |
| MERCK & CO INC | 60444 | 6362349 | Common Stock |
| JPMORGAN ACTIVE | 116176 | 6357390 | MF Closed and MF Open |
| VANGUARD INTL EQUITY INDEX F | 44483 | 6274782 | MF Closed and MF Open |
| PIMCO ACTIVE | 67073 | 6243160 | MF Closed and MF Open |
| MCDONALDS CORP | 19880 | 6075970 | Common Stock |
| GE VERNOVA | 9274 | 6061423 | Common Stock |
| INVESCO EQUAL | 219197 | 6038904 | MF Closed and MF Open |
| BLUEROCK PRIVATE | 402335 | 6035025 | MF Closed and MF Open |
| PEPSICO INC | 41659 | 5978933 | Common Stock |
| MAIN STR CAP CORP | 98825 | 5968066 | Common Stock |
| AMERICAN EXPRESS | 15689 | 5804112 | Common Stock |
| COCA COLA CO | 82739 | 5784323 | Common Stock |
| VANGUARD FINANCIALS | 42443 | 5665673 | MF Closed and MF Open |
| ZOOM COMMUNICATIONS | 64324 | 5550551 | Common Stock |
| VICTORYSHARES CORE | 114249 | 5410220 | MF Closed and MF Open |
| ARCHER DANIELS | 94047 | 5406759 | Common Stock |
| CYBERARK SOFTWARE LTD | 12116 | 5404463 | Common Stock |
| ADVANCED MICRO | 25232 | 5403668 | Common Stock |
| INNOVATOR ETFS TRUST | 115453 | 5391746 | MF Closed and MF Open |
| UNITEDHEALTH GROUP | 16146 | 5330050 | Common Stock |
| WHEATON PRECIOUS | 45162 | 5307439 | Common Stock |
| MICRON TECHNOLOGY INC | 18449 | 5265561 | Common Stock |
| VERIZON COMMUNICATIONS | 128913 | 5250652 | Common Stock |
| ISHARES BITCOIN | 104886 | 5207588 | MF Closed and MF Open |
| BARRICK MINING | 118698 | 5169279 | Common Stock |
| PALO ALTO | 28058 | 5168220 | Common Stock |
| BOEING COMPANY | 23647 | 5134276 | Common Stock |
| AMGEN INC | 15499 | 5073097 | Common Stock |
| ISHARES 0-1 | 45297 | 4989431 | MF Closed and MF Open |
| JPMORGAN | 66364 | 4963322 | MF Closed and MF Open |
| UNITED THERAPEUTICS | 9942 | 4844295 | Common Stock |
| UBER TECHNOLOGIES | 58188 | 4754585 | Common Stock |
| INVESCO DOW | 81582 | 4661582 | MF Closed and MF Open |
| MUELLER INDS | 40473 | 4646253 | Common Stock |
| SALESFORCE INC | 17479 | 4630366 | Common Stock |
| WALT DISNEY | 40678 | 4627959 | Common Stock |
| SHOPIFY INC | 28591 | 4602301 | Common Stock |
| PHILIP MORRIS | 28665 | 4597851 | Common Stock |
| VANGUARD MEGA | 14017 | 4568549 | MF Closed and MF Open |
| ISHARES 0-3 | 45470 | 4564243 | MF Closed and MF Open |
| GENERAL DYNAMICS | 13453 | 4529167 | Common Stock |
| ALCOA CORP | 85229 | 4529091 | Common Stock |
| INVESCO ACTIVELY MANAGED EXC | 94789 | 4494882 | MF Closed and MF Open |
| DOUBLELINE MORTGAGE | 90175 | 4477661 | MF Closed and MF Open |
| WELLS FARGO | 47972 | 4471039 | Common Stock |
| WASTE MANAGEMENT | 20266 | 4452651 | Common Stock |
| ISHARES AAA | 91927 | 4420779 | MF Closed and MF Open |
| GOLD FIELDS | 100270 | 4377778 | Common Stock |
| EVEREST GROUP | 12879 | 4370404 | Common Stock |
| PROSHARES S&P | 71549 | 4369570 | MF Closed and MF Open |
| VANGUARD HEALTH | 15143 | 4358975 | MF Closed and MF Open |
| ISHARES 20 | 116039 | 4351446 | MF Closed and MF Open |
| ONTO INNOVATION | 27414 | 4327583 | Common Stock |
| JPMORGAN SUSTAINABLE | 85218 | 4293291 | MF Closed and MF Open |
| INVESCO PFD | 381129 | 4283891 | MF Closed and MF Open |
| BLACKSTONE INC | 27744 | 4276529 | Common Stock |
| ISHARES INTL | 97278 | 4233924 | MF Closed and MF Open |
| ARCH CAP GROUP LTD | 43670 | 4188788 | Common Stock |
| BNY MELLON ETF TRUST II | 144083 | 4181286 | MF Closed and MF Open |
| AXIS CAPITAL | 38895 | 4165244 | Common Stock |
| FRANCO NEVADA | 20085 | 4163198 | Common Stock |
| ISHARES 1-5 | 78684 | 4160794 | MF Closed and MF Open |
| JANUS HENDERSON | 82066 | 4142687 | MF Closed and MF Open |
| VANGUARD UTILITIES | 22268 | 4120559 | MF Closed and MF Open |
| OLD REPUBLIC | 89690 | 4093437 | Common Stock |
| BRISTOL MYERS | 75299 | 4061646 | Common Stock |
| ACCENTURE PLC | 15044 | 4036415 | Common Stock |
| INTEL CORP | 108619 | 4008036 | Common Stock |
| CUMMINS INC | 7773 | 3967741 | Common Stock |
| BLACKSTONE STRATEGIC | 332233 | 3913710 | MF Closed and MF Open |
| CONGRESS SMID | 122535 | 3874569 | MF Closed and MF Open |
| ISHARES | 86270 | 3869553 | MF Closed and MF Open |
| LOWES COMPANIES | 15897 | 3833817 | Common Stock |
| UNITY SOFTWARE | 86322 | 3812845 | Common Stock |
| MORGAN STANLEY | 21436 | 3805586 | Common Stock |
| BERKSHIRE HATHAWAY INC DEL | 5 | 3774000 | Common Stock |
| ICON PLC | 20675 | 3767361 | Common Stock |
| DOLLAR GENL | 28303 | 3757758 | Common Stock |
| TAIWAN SEMICONDUCTOR | 12310 | 3740990 | Common Stock |
| ESSENT GROUP | 57436 | 3733919 | Common Stock |
| TJX COS | 24178 | 3713950 | Common Stock |
| INNOVEX INTERNATIONAL | 169776 | 3712999 | Common Stock |
| CHORD ENERGY | 39984 | 3706504 | Common Stock |
| MCKESSON CORP | 4511 | 3700033 | Common Stock |
| LENNAR CORP | 35908 | 3691369 | Common Stock |
| HAMILTON INSURANCE | 132140 | 3686721 | Common Stock |
| TRIMBLE INC | 47042 | 3685737 | Common Stock |
| INNOVIVA INC | 183709 | 3672352 | Common Stock |
| MATSON INC | 29540 | 3649692 | Common Stock |
| VANGUARD INDUSTRIALS | 12114 | 3614648 | MF Closed and MF Open |
| BANK NEW YORK | 31033 | 3602615 | Common Stock |
| WISDOMTREE TRUST | 159503 | 3593723 | MF Closed and MF Open |
| PIMCO INVESTMENT | 36706 | 3591699 | MF Closed and MF Open |
| JPMORGAN DIVERSIFIED | 68512 | 3553263 | MF Closed and MF Open |
| NEXTERA ENERGY | 44125 | 3542330 | Common Stock |
| CHUBB LIMITED | 11297 | 3525966 | Common Stock |
| ISHARES SHORT | 32959 | 3516686 | MF Closed and MF Open |
| QUALCOMM INC | 20529 | 3511397 | Common Stock |
| COMFORT SYS USA INC | 3705 | 3457374 | Common Stock |
| AT&T INC | 139035 | 3453620 | Common Stock |
| SCHWAB SHORT | 141388 | 3445621 | MF Closed and MF Open |
| S&T BANCORP | 87396 | 3439022 | Common Stock |
| ARISTA NETWORKS | 26232 | 3437234 | Common Stock |
| G-III APPAREL | 116668 | 3378707 | Common Stock |
| MERITAGE HOMES | 51314 | 3376440 | Common Stock |
| CAL MAINE FOODS | 42272 | 3363538 | Common Stock |
| LAM RESEARCH | 19510 | 3339755 | Common Stock |
| NEWMONT CORP | 33306 | 3325597 | Common Stock |
| INTUITIVE SURGICAL | 5851 | 3313513 | Common Stock |
| NOV INC | 209227 | 3270214 | Common Stock |
| ALTRIA GROUP | 56075 | 3233287 | Common Stock |
| CAPITAL ONE | 13224 | 3205032 | Common Stock |
| EPAM SYSTEMS | 15605 | 3197147 | Common Stock |
| ISHARES BIOTECHNOLOGY | 18743 | 3163234 | MF Closed and MF Open |
| CONOCOPHILLIPS | 33753 | 3159624 | Common Stock |
| HONEYWELL INTL | 16151 | 3150878 | Common Stock |
| ISHARES SYSTEMATIC | 34970 | 3138870 | MF Closed and MF Open |
| UNITED PARCEL | 31564 | 3130799 | Common Stock |
| GUGGENHEIM STRATEGIC | 240518 | 3097867 | MF Closed and MF Open |
| VANGUARD MID | 11073 | 3090873 | MF Closed and MF Open |
| ABRDN PHYSICAL | 16012 | 3068751 | MF Closed and MF Open |
| ROYAL GOLD | 13788 | 3065007 | Common Stock |
| APPLIED MATERIALS | 11891 | 3055786 | Common Stock |
| UNION PAC CORP | 13174 | 3047318 | Common Stock |
| JPMORGAN US | 54644 | 3027289 | MF Closed and MF Open |
| VANGUARD ULTRA | 58079 | 2894657 | MF Closed and MF Open |
| PACER US | 47747 | 2872922 | MF Closed and MF Open |
| CONSTELLATION ENERGY | 8130 | 2872157 | Common Stock |
| ADAMS DIVERSIFIED EQUITY FD | 123048 | 2869480 | MF Closed and MF Open |
| INVESCO OPTIMUM | 215988 | 2861932 | MF Closed and MF Open |
| WISDOMTREE JAPAN | 18977 | 2735739 | MF Closed and MF Open |
| ISHARES SEMICONDUCTOR | 9062 | 2729056 | MF Closed and MF Open |
| ISHARES INC | 45839 | 2684535 | MF Closed and MF Open |
| BLACKROCK ISHARES | 37247 | 2683359 | MF Closed and MF Open |
| VICTORYSHARES FREE | 67661 | 2664480 | MF Closed and MF Open |
| ISHARES FLOATING | 51564 | 2622541 | MF Closed and MF Open |
| ISHARES FALLEN | 95920 | 2618635 | MF Closed and MF Open |
| ROCKWELL AUTOMATION | 6712 | 2611442 | Common Stock |
| LINDE PLC | 6114 | 2606830 | Common Stock |
| SNOWFLAKE INC | 11856 | 2600719 | Common Stock |
| ISHARES IBOXX | 27099 | 2598453 | MF Closed and MF Open |
| AMERICAN CENTY ETF TR | 36952 | 2579619 | MF Closed and MF Open |
| VANGUARD COMMUNICATION | 12982 | 2513796 | MF Closed and MF Open |
| FLEXSHARES MORNINGSTAR | 15394 | 2502172 | MF Closed and MF Open |
| ENTERPRISE PRODUCTS | 78046 | 2502159 | Oil & Gas, Real Estate and REIT |
| EATON CORP | 7803 | 2485264 | Common Stock |
| ISHARES MORNINGSTAR | 27091 | 2449531 | MF Closed and MF Open |
| INVESCO SENIOR | 114697 | 2408642 | MF Closed and MF Open |
| DEERE & CO | 5168 | 2405859 | Common Stock |
| PNC FINANCIAL | 11467 | 2393444 | Common Stock |
| FIDELITY WISE ORIGIN BITCOIN | 31326 | 2387998 | MF Closed and MF Open |
| SHELL PLC | 32462 | 2385326 | Common Stock |
| AMERICAN ELECTRIC | 20649 | 2381024 | Common Stock |
| DANAHER CORP | 10368 | 2373444 | Common Stock |
| BONDBLOXX IR | 46645 | 2365810 | MF Closed and MF Open |
| FEDERATED HERMES | 82535 | 2361320 | MF Closed and MF Open |
| LIBERTY ALL STAR EQUITY FD | 375613 | 2358850 | MF Closed and MF Open |
| S&P GLOBAL | 4512 | 2357802 | Common Stock |
| TEXAS PACIFIC | 8202 | 2355763 | Common Stock |
| HALLIBURTON CO | 83162 | 2350169 | Common Stock |
| FIRST TR EXCHANGE-TRADED ALP | 19371 | 2340666 | MF Closed and MF Open |
| GENERAL MOTORS | 28681 | 2332335 | Common Stock |
| FEDEX CORP | 8018 | 2316017 | Common Stock |
| AFLAC INC | 20942 | 2309304 | Common Stock |
| CONSOLIDATED EDISON | 23244 | 2308585 | Common Stock |
| PACER METAURUS | 54044 | 2295803 | MF Closed and MF Open |
| EDISON INTL | 38124 | 2288174 | Common Stock |
| ATLASSIAN CORP | 14068 | 2280983 | Common Stock |
| THERMO FISHER | 3904 | 2261995 | Common Stock |
| BLACKROCK FDG | 2103 | 2250939 | Common Stock |
| INVESCO EXCHANGE | 86623 | 2235744 | MF Closed and MF Open |
| CENCORA INC | 6587 | 2224887 | Common Stock |
| INVESCO LARGE | 17332 | 2203070 | MF Closed and MF Open |
| SPROTT FOCUS TR INC | 250275 | 2172387 | MF Closed and MF Open |
| FRANKLIN FTSE | 53767 | 2147491 | MF Closed and MF Open |
| VERTEX PHARMACEUTICALS | 4721 | 2140289 | Common Stock |
| KLAVIYO INC | 65639 | 2131298 | Common Stock |
| PG&E CORP | 132079 | 2122513 | Common Stock |
| ROBINHOOD MARKETS | 18600 | 2103704 | Common Stock |
| VANGUARD CONSUMER | 5923 | 2077996 | MF Closed and MF Open |
| PACER TRENDPILOT | 37073 | 2060514 | MF Closed and MF Open |
| BOOKING HOLDINGS | 384 | 2055901 | Common Stock |
| STARBUCKS CORP | 24401 | 2054803 | Common Stock |
| SOUTHERN CO | 23534 | 2052158 | Common Stock |
| 3M CO | 12777 | 2045594 | Common Stock |
| ASML HOLDING | 1900 | 2032247 | Common Stock |
| TRUIST FINANCIAL | 41244 | 2029603 | Common Stock |
| LEIDOS HOLDINGS | 11229 | 2025680 | Common Stock |
| CENTENE CORP | 48050 | 1977277 | Common Stock |
| PIMCO ULTRA | 19423 | 1957172 | MF Closed and MF Open |
| GILEAD SCIENCES | 15926 | 1954786 | Common Stock |
| CIGNA GROUP | 7089 | 1951028 | Common Stock |
| FORD MOTOR | 148143 | 1943640 | Common Stock |
| CITIZENS FINANCIAL | 33160 | 1936851 | Common Stock |
| INVESCO AEROSPACE | 12333 | 1931784 | MF Closed and MF Open |
| SCHWAB FUNDAMENTAL | 58581 | 1928646 | MF Closed and MF Open |
| ABBOTT LABORATORIES | 15302 | 1917159 | Common Stock |
| MORGAN STANLEY | 58784 | 1914598 | MF Closed and MF Open |
| GABELLI DIVID & INCOME TR | 68870 | 1912520 | MF Closed and MF Open |
| ISHARES TREASURY | 37843 | 1909557 | MF Closed and MF Open |
| VALERO ENERGY | 11689 | 1902832 | Common Stock |
| EXPEDIA GROUP | 6692 | 1896012 | Common Stock |
| ADOBE INC | 5407 | 1892551 | Common Stock |
| CASEYS GEN STORES INC | 3421 | 1891062 | Common Stock |
| KINDER MORGAN | 67719 | 1861600 | Common Stock |
| FREEPORT MCMORAN | 36398 | 1848635 | Common Stock |
| INTUIT | 2761 | 1828859 | Common Stock |
| TEMPLETON EMERGING MKTS FD | 107082 | 1823606 | MF Closed and MF Open |
| CALAMOS GLOBAL TOTAL RETURN | 158611 | 1806579 | MF Closed and MF Open |
| EATON VANCE | 130565 | 1805505 | MF Closed and MF Open |
| SLB LIMITED | 46775 | 1795209 | Common Stock |
| PIMCO PFD | 34401 | 1771995 | MF Closed and MF Open |
| U S BANCORP DE | 32972 | 1759367 | Common Stock |
| PIMCO EHNANCED | 17224 | 1728285 | MF Closed and MF Open |
| INVESCO ULTRA | 34295 | 1723317 | MF Closed and MF Open |
| VIRTUS DIVIDEND INTEREST & P | 132359 | 1706109 | MF Closed and MF Open |
| PACER U S | 38020 | 1686948 | MF Closed and MF Open |
| ALNYLAM PHARMACEUTICALS | 4240 | 1686140 | Common Stock |
| WESTERN ASSET EMERGING MKTS | 157102 | 1669994 | MF Closed and MF Open |
| COMCAST CORP | 55833 | 1668853 | Common Stock |
| TRAVELERS COMPANIES INC | 5693 | 1651423 | Common Stock |
| BLACKSTONE SENIOR | 121231 | 1636682 | MF Closed and MF Open |
| GRAYSCALE BITCOIN TRUST ETF | 23830 | 1628987 | MF Closed and MF Open |
| NUVEEN PREFERRED | 61741 | 1617310 | MF Closed and MF Open |
| DEVON ENERGY | 44132 | 1616573 | Common Stock |
| SCHWAB CHARLES | 16043 | 1602901 | Common Stock |
| VANGUARD INTL | 17432 | 1568889 | MF Closed and MF Open |
| AUTOMATIC DATA | 6081 | 1564166 | Common Stock |
| CENTRAL SECS CORP | 30842 | 1563998 | Common Stock |
| DELL TECHNOLOGIES | 12422 | 1563727 | Common Stock |
| DENALI THERAPEUTICS | 94582 | 1561548 | Common Stock |
| DUKE ENERGY | 13224 | 1549961 | Common Stock |
| FIRST TR ENHANCED EQUITY INC | 70141 | 1544505 | MF Closed and MF Open |
| TYSON FOODS | 26202 | 1535968 | Common Stock |
| WISDOMTREE U S | 16617 | 1535785 | MF Closed and MF Open |
| REGENERON PHARMACEUTICAL | 1976 | 1525450 | Common Stock |
| WESTERN ASST INFLTN LKD INM | 183101 | 1514245 | MF Closed and MF Open |
| AIRBNB INC | 11060 | 1501061 | Common Stock |
| ETF OPPORTUNITIES TRUST | 58598 | 1494240 | MF Closed and MF Open |
| ENERGY TRANSFER | 90075 | 1485333 | Oil & Gas, Real Estate and REIT |
| ASTRAZENECA PLC | 16052 | 1475633 | Common Stock |
| VANGUARD US | 9891 | 1472687 | MF Closed and MF Open |
| TARGET CORP | 15064 | 1472556 | Common Stock |
| MEDTRONIC PLC | 15278 | 1467601 | Common Stock |
| NUVEEN AMT | 122146 | 1460613 | MF Closed and MF Open |
| WESTERN DIGITAL | 8463 | 1457925 | Common Stock |
| INVESCO INDIA | 59863 | 1455265 | MF Closed and MF Open |
| CVS HEALTH | 18276 | 1450387 | Common Stock |
| ABERDEEN PHYSICAL | 21437 | 1449998 | MF Closed and MF Open |
| MARKETAXESS HOLDINGS | 7960 | 1442768 | Common Stock |
| DELTA AIR LINES INC DEL | 20758 | 1440590 | Common Stock |
| AON PLC | 4078 | 1438997 | Common Stock |
| AMERICAN CENTURY | 12504 | 1431971 | MF Closed and MF Open |
| D R HORTON INC | 9916 | 1428210 | Common Stock |
| NXP SEMICONDUCTORS | 6534 | 1418228 | Common Stock |
| BRITISH AMERN | 24971 | 1413872 | Common Stock |
| NOVARTIS AG | 10206 | 1407118 | Common Stock |
| WASTE CONNECTIONS | 7922 | 1389268 | Common Stock |
| SIMON PPTY GROUP INC NEW | 7472 | 1383087 | Common Stock |
| AMERIPRISE FINANCIAL | 2810 | 1377805 | Common Stock |
| APPLOVIN CORP | 2039 | 1373996 | Common Stock |
| KINROSS GOLD | 48442 | 1364121 | Common Stock |
| HUBBELL INC | 3055 | 1356541 | Common Stock |
| OCCIDENTAL PETE CORP | 32859 | 1351173 | Common Stock |
| MOTOROLA SOLUTIONS | 3520 | 1349422 | Common Stock |
| PROLOGIS INC | 10522 | 1343264 | Common Stock |
| VANECK GOLD | 15651 | 1342372 | MF Closed and MF Open |
| MEDPACE HOLDINGS | 2382 | 1337851 | Common Stock |
| EVERSOURCE ENERGY | 19844 | 1336096 | Common Stock |
| FIRST TR HIGH YIELD OPPRT 20 | 94719 | 1332709 | MF Closed and MF Open |
| FORTINET INC | 16695 | 1325719 | Common Stock |
| NATERA INC | 5787 | 1325718 | Common Stock |
| WISDOMTREE FLOATING | 26297 | 1323266 | MF Closed and MF Open |
| OMNICOM GROUP | 16361 | 1321153 | Common Stock |
| BANCO BILBAO | 56291 | 1312140 | Common Stock |
| HSBC HLDGS PLC | 16647 | 1309655 | Common Stock |
| STRYKER CORP | 3717 | 1306441 | Common Stock |
| EMCOR GROUP | 2129 | 1302585 | Common Stock |
| BLACKROCK CAPITAL | 91652 | 1297785 | MF Closed and MF Open |
| HEWLETT PACKARD | 53607 | 1287645 | Common Stock |
| MONSTER BEVERAGE | 16775 | 1286102 | Common Stock |
| PLANET LABS | 65103 | 1283831 | Common Stock |
| NUVEEN ESG | 25302 | 1277975 | MF Closed and MF Open |
| EXACT SCIENCES | 12509 | 1270414 | Common Stock |
| VENTAS INC | 16346 | 1264883 | Common Stock |
| ISHARES BROAD | 27624 | 1237381 | MF Closed and MF Open |
| GENERAL MILLS | 26483 | 1231465 | Common Stock |
| HUNTINGTON BANCSHARES | 70637 | 1225546 | Common Stock |
| PHILLIPS 66 | 9494 | 1225085 | Common Stock |
| INCYTE CORP | 12388 | 1223565 | Common Stock |
| MARVELL TECHNOLOGY | 14266 | 1212300 | Common Stock |
| IQVIA HLDGS INC | 5348 | 1205496 | Common Stock |
| TECHNIPFMC PLC | 26995 | 1202875 | Common Stock |
| ISHARES EXPANDED | 10795 | 1199352 | MF Closed and MF Open |
| O REILLY AUTOMOTIVE | 13026 | 1188074 | Common Stock |
| DOMINION ENERGY | 19799 | 1160037 | Common Stock |
| ALGER 35 | 33232 | 1158801 | MF Closed and MF Open |
| BEST BUY | 17305 | 1158245 | Common Stock |
| BOSTON SCIENTIFIC | 12130 | 1156618 | Common Stock |
| VOYA GLBL ADV & PREM OPP FD | 118805 | 1154785 | MF Closed and MF Open |
| VIRTUS EQUITY & CONV INCM FD | 46303 | 1153868 | MF Closed and MF Open |
| NORTHROP GRUMMAN | 2021 | 1152580 | Common Stock |
| STATE STR CORP | 8892 | 1147206 | Common Stock |
| EMERSON ELECTRIC | 8586 | 1139553 | Common Stock |
| ROSS STORES | 6326 | 1139477 | Common Stock |
| VICI PPTYS INC | 40509 | 1139114 | Common Stock |
| STERIS PLC | 4479 | 1135564 | Common Stock |
| SANDISK CORP | 4737 | 1124469 | Common Stock |
| ROYCE GLOBAL TRUST INC | 85327 | 1118637 | MF Closed and MF Open |
| HOWMET AEROSPACE | 5451 | 1117470 | Common Stock |
| CSX CORP | 30810 | 1116864 | Common Stock |
| PAYPAL HLDGS INC | 19118 | 1116082 | Common Stock |
| GE HEALTHCARE | 13568 | 1112859 | Common Stock |
| ANALOG DEVICES | 4100 | 1112033 | Common Stock |
| MARRIOTT INTL | 3580 | 1110786 | Common Stock |
| TEXAS INSTRS INC | 6376 | 1106187 | Common Stock |
| ONEOK INC | 14967 | 1100123 | Common Stock |
| TOYOTA MOTOR | 5123 | 1096615 | Common Stock |
| FIFTH THIRD | 23218 | 1086840 | Common Stock |
| PUBLIC SERVICE | 13509 | 1084817 | Common Stock |
| CORTEVA INC | 16180 | 1084523 | Common Stock |
| TEXTRON INC | 12409 | 1081683 | Common Stock |
| MOSAIC COMPANY | 44872 | 1080968 | Common Stock |
| STELLAR BANCORP INC | 34631 | 1071483 | Common Stock |
| VIKING HOLDINGS | 14973 | 1069223 | Common Stock |
| UNITED AIRLINES | 9527 | 1065311 | Common Stock |
| PROSHARES NASDAQ | 23946 | 1065105 | MF Closed and MF Open |
| PINTEREST INC | 41110 | 1064335 | Common Stock |
| NASDAQ INC | 10833 | 1052210 | Common Stock |
| ISHARES CALIFORNIA | 18311 | 1052174 | MF Closed and MF Open |
| DATADOG INC | 7703 | 1047590 | Common Stock |
| GITLAB INC | 27855 | 1045398 | Common Stock |
| LYFT INC | 53910 | 1044236 | Common Stock |
| ISHARES RUSS | 7350 | 1036699 | MF Closed and MF Open |
| ARK INNOVATION | 13445 | 1034199 | MF Closed and MF Open |
| PRUDENTIAL FINANCIAL | 9073 | 1024146 | Common Stock |
| FISERV INC | 15241 | 1023741 | Common Stock |
| SYSCO CORP | 13890 | 1023556 | Common Stock |
| AMPLIFY CWP | 22994 | 1023236 | MF Closed and MF Open |
| HUNT JB | 5263 | 1022907 | Common Stock |
| HANCOCK JOHN INVT TR II | 74090 | 1012810 | MF Closed and MF Open |
| FIDELITY ETHEREUM FD | 34200 | 1012669 | MF Closed and MF Open |
| ISHARES INTERMEDIATE | 9422 | 1011458 | MF Closed and MF Open |
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