Legacy Wealth Managment, LLC/ID - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Legacy Wealth Managment, LLC/ID held in its portfolio 500 assets valued at $208,998,546 (i.e. $209.00M).
The most valuable assets in the portfolio included: STREAMEX CORP ($21.47M), FIRST TR EXCHNG TRADED FD VI ($18.27M), and NEOVOLTA INC ($17.23M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Legacy Wealth Managment, LLC/ID - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| STREAMEX CORP | 7085733 | 21469772 | COM |
| FIRST TR EXCHNG TRADED FD VI | 567999 | 18266451 | FT VEST LADDERED |
| NEOVOLTA INC | 5669083 | 17234013 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 662452 | 16846166 | ANCORATO TARGET |
| ISHARES TR | 189695 | 9594779 | ULTRA SHORT DUR |
| SPDR SERIES TRUST | 65496 | 5859737 | STATE STREET SPD |
| FIRST TR EXCHNG TRADED FD VI | 196128 | 4825731 | VEST BUFFERED |
| ORACLE CORP | 23130 | 4508269 | COM |
| FIRST TR EXCHANGE-TRADED FD | 57690 | 3457362 | FIRST TR ENH NEW |
| EAGLE POINT CREDIT COMPANY I | 563306 | 3244646 | COM |
| FS KKR CAP CORP | 206947 | 3064880 | COM |
| PROSHARES TR | 249424 | 3032994 | BITCOIN ETF |
| SIMPLIFY EXCHANGE TRADED FUN | 72011 | 3000044 | GOLD STRATEGY PL |
| FIRST TR EXCHANGE TRADED FD | 40654 | 2824234 | RISNG DIVD ACHIV |
| FIRST TR EXCHANGE-TRADED FD | 76723 | 2712220 | GROWTH STRENGTH |
| WISDOMTREE TR | 28563 | 2554390 | US QTLY DIV GRT |
| GOLDMAN SACHS ETF TR | 24475 | 2446033 | ACCES TREASURY |
| CION INVT CORP | 215209 | 2081076 | COM |
| J P MORGAN EXCHANGE TRADED F | 40416 | 1913699 | CORE PLUS BD ETF |
| J P MORGAN EXCHANGE TRADED F | 35195 | 1902995 | ACTIVE BOND ETF |
| ISHARES TR | 19111 | 1837715 | 7-10 YR TRSY BD |
| FIRST TR EXCHNG TRADED FD VI | 72345 | 1820923 | SMITH UNCONSTRAI |
| SIMPLIFY EXCHANGE TRADED FUN | 102049 | 1791974 | VOLATILITY PREM |
| MSC INCOME FUND INC | 134407 | 1766110 | COM |
| J P MORGAN EXCHANGE TRADED F | 24957 | 1657894 | HEDGED EQUITY LA |
| VIPER ENERGY INC | 42088 | 1625843 | CL A |
| APPLE INC | 5475 | 1488319 | COM |
| FIRST TR EXCHANGE-TRADED FD | 31625 | 1450956 | SENIOR LN FD |
| VOLATILITY SHS TR | 25262 | 1381808 | 2X ETHER ETF NEW |
| AMAZON COM INC | 5831 | 1345912 | COM |
| PACER FDS TR | 27875 | 1313890 | ARISTOTLE PACIFI |
| NVIDIA CORPORATION | 7043 | 1313538 | COM |
| PROSHARES TR | 17756 | 1250200 | PSHS ULTRA QQQ |
| FLEXSHARES TR | 16398 | 1235918 | FLEXSHARES ULTRA |
| TIDAL TRUST II | 56702 | 1182805 | RETURN STACKED B |
| CALAMOS ETF TR | 45712 | 1177126 | BITCOIN STRUCTUR |
| VANGUARD WORLD FD | 2851 | 1176808 | MEGA GRWTH IND |
| FIRST TR EXCHANGE TRADED FD | 9035 | 1170346 | NASDQ SEMCNDTR |
| SIMPLIFY EXCHANGE TRADED FUN | 50805 | 1133450 | ENHANCED INM ETF |
| PROSHARES TR | 19144 | 1108821 | PSHS ULT S&P 500 |
| ISHARES TR | 9901 | 1090596 | TRUST ISHARE 0-1 |
| FIRST TR EXCHANGE TRADED FD | 10807 | 1062545 | RBA INDL ETF |
| FIRST TR EXCHANGE TRADED FD | 14776 | 1055746 | NASDAQ CYB ETF |
| FIRST TR EXCHANGE TRADED FD | 6740 | 1031355 | NASDQ CLN EDGE |
| ISHARES TR | 1460 | 1000132 | CORE S&P500 ETF |
| SPDR GOLD TR | 2515 | 996720 | GOLD SHS |
| VANECK ETF TRUST | 11381 | 976149 | GOLD MINERS ETF |
| VANGUARD INDEX FDS | 1980 | 965963 | GROWTH ETF |
| VANGUARD INDEX FDS | 2867 | 961193 | TOTAL STK MKT |
| VANGUARD WORLD FD | 6605 | 932334 | MEGA CAP VAL ETF |
| FIRST TR EXCHANGE-TRADED FD | 35214 | 924016 | FT VEST RIS |
| FIRST TR EXCHANGE TRADED FD | 35739 | 844156 | BUYWRIT INCM ETF |
| ADVISORSHARES TR | 18336 | 816248 | Q DYNAMIC GROWTH |
| FIRST TR EXCHANGE-TRADED FD | 30737 | 812687 | ENERGY INM PARTN |
| FIRST TR EXCHNG TRADED FD VI | 30521 | 809723 | FT VEST LAD |
| DUOLINGO INC | 4500 | 789750 | CL A COM |
| PGIM ETF TR | 15680 | 777572 | PGIM ULTRA SH BD |
| INVESCO ACTIVELY MANAGED EXC | 15201 | 763851 | ULTRA SHRT DUR |
| VANGUARD INDEX FDS | 3975 | 759186 | VALUE ETF |
| FIRST TR EXCHANGE-TRADED FD | 15275 | 750767 | FT VEST S&P 500 |
| WEC ENERGY GROUP INC | 6693 | 705844 | COM |
| INVESCO QQQ TR | 1132 | 695537 | UNIT SER 1 |
| MICROSOFT CORP | 1348 | 651939 | COM |
| FIRST TR EXCHNG TRADED FD VI | 11795 | 630875 | FT VEST US EQT |
| ISHARES TR | 3809 | 567465 | ESG AWR MSCI USA |
| TESLA INC | 1233 | 554505 | COM |
| ISHARES BITCOIN TRUST ETF | 11047 | 548484 | SHS BEN INT |
| SIMPLIFY EXCHANGE TRADED FUN | 21148 | 501314 | TREASURY OPT INC |
| PROSHARES TR | 53845 | 487298 | ULTRA XRP ETF |
| SIMPLIFY EXCHANGE TRADED FUN | 23529 | 487051 | AGGREGATE BOND E |
| ISHARES TR | 4587 | 458150 | CORE US AGGBD ET |
| ALPHABET INC | 1386 | 433849 | CAP STK CL A |
| COSTCO WHSL CORP NEW | 503 | 433758 | COM |
| EASTERLY GOVT PPTYS INC | 19800 | 419563 | COM SHS |
| ALPHABET INC | 1279 | 401351 | CAP STK CL C |
| J P MORGAN EXCHANGE TRADED F | 7349 | 349497 | SHORT DURA CORE |
| EXXON MOBIL CORP | 2693 | 324023 | COM |
| VANGUARD INDEX FDS | 1814 | 321750 | MCAP VL IDXVIP |
| ISHARES TR | 4804 | 317096 | CORE S&P MCP ETF |
| FIRST TR EXCHNG TRADED FD VI | 12343 | 309035 | VEST NASDAQ 100 |
| BERKSHIRE HATHAWAY INC DEL | 597 | 300083 | CL B NEW |
| NEXPOINT DIVERSIFIED REL ET | 76955 | 294738 | COM NEW |
| SIMPLIFY EXCHANGE TRADED FUN | 18819 | 279298 | MULTI QIS ALTERN |
| ETF SER SOLUTIONS | 4734 | 278833 | DISTILLATE US |
| BROADCOM INC | 798 | 276289 | COM |
| ETF SER SOLUTIONS | 7639 | 270956 | DISTILLATE SMLMD |
| VANGUARD INDEX FDS | 947 | 264346 | MCAP GR IDXVIP |
| FIRST TR EXCHNG TRADED FD VI | 7907 | 251755 | FT VEST NAS |
| UNITEDHEALTH GROUP INC | 754 | 248754 | COM |
| FS SPECIALTY LENDING FD | 16967 | 239909 | COM SH BEN INT |
| SPDR S&P 500 ETF TR | 348 | 237613 | TR UNIT |
| JPMORGAN CHASE & CO. | 727 | 234250 | COM |
| PARKER-HANNIFIN CORP | 261 | 229409 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 753 | 228830 | SPONSORED ADS |
| VANGUARD INDEX FDS | 1072 | 227039 | SM CP VAL ETF |
| STRATEGY INC | 1428 | 216985 | CL A NEW |
| SIMPLIFY EXCHANGE TRADED FUN | 8288 | 216815 | BARRIER INCOME |
| VANGUARD TAX-MANAGED FDS | 3316 | 207151 | VAN FTSE DEV MKT |
| FIRST TR EXCHNG TRADED FD VI | 6133 | 204636 | FT VEST US EQUIT |
| ISHARES TR | 423 | 200206 | RUS 1000 GRW ETF |
| TIDAL TRUST II | 6954 | 197146 | RETURN STCKD US |
| FLEX LNG LTD | 7785 | 194237 | SHS |
| VANGUARD SCOTTSDALE FDS | 3805 | 179140 | MTG-BKD SECS ETF |
| VANGUARD INDEX FDS | 684 | 176438 | SMALL CP ETF |
| SPDR INDEX SHS FDS | 3940 | 174967 | PORTFOLIO DEVLPD |
| BP PLC | 5006 | 173859 | SPONSORED ADR |
| VANGUARD BD INDEX FDS | 2270 | 168139 | TOTAL BND MRKT |
| ISHARES TR | 1384 | 166347 | CORE S&P SCP ETF |
| QUANTA SVCS INC | 385 | 162494 | COM |
| PACER FDS TR | 4198 | 162394 | DEVELOPED MRKT |
| INTUIT | 242 | 160306 | COM |
| ISHARES TR | 645 | 158774 | RUSSELL 2000 ETF |
| FTAI INFRASTRUCTURE INC | 33091 | 152550 | COMMON STOCK |
| ISHARES TR | 712 | 150994 | S&P 500 VAL ETF |
| VANGUARD WORLD FD | 764 | 147934 | COMM SRVC ETF |
| WISDOMTREE TR | 2937 | 147813 | FLOATNG RAT TREA |
| ISHARES TR | 1552 | 147580 | ESG AW MSCI EAFE |
| PACER FDS TR | 2402 | 144506 | US CASH COWS 100 |
| RBB FD INC | 2846 | 141959 | US TREAS 3 MNTH |
| WALMART INC | 1267 | 141157 | COM |
| J P MORGAN EXCHANGE TRADED F | 3038 | 140630 | INCOME ETF |
| META PLATFORMS INC | 212 | 140098 | CL A |
| DISNEY WALT CO | 1224 | 139255 | COM |
| ISHARES TR | 2744 | 138463 | TRS FLT RT BD |
| VANGUARD BD INDEX FDS | 1744 | 137445 | SHORT TRM BOND |
| CINTAS CORP | 728 | 136915 | COM |
| BLUEROCK PVT REAL ESTATE FD | 8622 | 129330 | COM |
| VISA INC | 367 | 128730 | COM CL A |
| CRESCENT ENERGY COMPANY | 15099 | 126682 | CL A COM |
| ISHARES TR | 499 | 124905 | MSCI USA MMENTM |
| SELECT SECTOR SPDR TR | 860 | 123758 | STATE STREET TEC |
| PACER FDS TR | 2771 | 122933 | US SMALL CAP CAS |
| ISHARES TR | 1260 | 121301 | RUS MID CAP ETF |
| FIRST TR EXCHANGE-TRADED FD | 5480 | 116341 | CORE INVESTMENT |
| PERMIAN RESOURCES CORP | 8235 | 115538 | CLASS A COM |
| VANGUARD INDEX FDS | 357 | 107854 | SML CP GRW ETF |
| CITIZENS FINL GROUP INC | 1844 | 107709 | COM |
| ELI LILLY & CO | 99 | 106394 | COM |
| MICRON TECHNOLOGY INC | 371 | 105888 | COM |
| ISHARES TR | 4545 | 104649 | US TREAS BD ETF |
| DOUBLELINE ETF TRUST | 3215 | 103629 | SHILLER CAPE U S |
| MCDONALDS CORP | 335 | 102387 | COM |
| INVESCO EXCH TRADED FD TR II | 404 | 102073 | NASDAQ 100 ETF |
| INNOVATOR ETFS TRUST | 3018 | 101134 | DEFINED WLT SHLD |
| VANGUARD CHARLOTTE FDS | 2090 | 100989 | TOTAL INT BD ETF |
| ISHARES TR | 1894 | 98053 | USD INV GRDE ETF |
| ISHARES TR | 1093 | 97780 | CORE MSCI EAFE |
| APA CORPORATION | 3978 | 97302 | COM |
| PALANTIR TECHNOLOGIES INC | 547 | 97217 | CL A |
| SOFI TECHNOLOGIES INC | 3702 | 96919 | COM |
| DIREXION SHS ETF TR | 512 | 94260 | DLY S&P500 2XS |
| EATON CORP PLC | 292 | 93006 | SHS |
| TRANE TECHNOLOGIES PLC | 238 | 92630 | SHS |
| ISHARES TR | 1602 | 92051 | CALIF MUN BD ETF |
| DIMENSIONAL ETF TRUST | 1813 | 91829 | ULTRASHORT FIXED |
| VANGUARD BD INDEX FDS | 1169 | 91042 | INTERMED TERM |
| TJX COS INC NEW | 591 | 90792 | COM |
| ISHARES TR | 1877 | 89815 | ESG AWR US AGRGT |
| CITIGROUP INC | 766 | 89385 | COM NEW |
| MASTERCARD INCORPORATED | 156 | 89058 | CL A |
| VANGUARD INTL EQUITY INDEX F | 1634 | 87844 | FTSE EMR MKT ETF |
| TCW ETF TRUST | 1080 | 86641 | TRANSFRM 500 ETF |
| ISHARES TR | 232 | 86639 | RUS 1000 ETF |
| ISHARES TR | 698 | 83307 | 3 7 YR TREAS BD |
| CALAMOS ETF TR | 3570 | 80940 | CALAMOS BIT 90 S |
| VANGUARD WORLD FD | 205 | 80754 | CONSUM DIS ETF |
| VANGUARD BD INDEX FDS | 1156 | 80366 | LONG TERM BOND |
| VANGUARD STAR FDS | 1050 | 79212 | VG TL INTL STK F |
| KLA CORP | 64 | 77766 | COM NEW |
| ASML HOLDING N V | 72 | 77030 | N Y REGISTRY SHS |
| PUBLIC SVC ENTERPRISE GRP IN | 948 | 76125 | COM |
| ALTRIA GROUP INC | 1309 | 75497 | COM |
| AT&T INC | 3025 | 75130 | COM |
| OXFORD LANE CAP CORP | 4970 | 72761 | COM |
| SPROTT ASSET MANAGEMENT LP | 2162 | 71390 | PHYSICAL GOLD TR |
| INTERDIGITAL INC | 224 | 71318 | COM |
| COTERRA ENERGY INC | 2706 | 71223 | COM |
| SPDR DOW JONES INDL AVERAGE | 143 | 68956 | UT SER 1 |
| VANECK MERK GOLD ETF | 1662 | 68940 | GOLD SHS |
| NISOURCE INC | 1626 | 67902 | COM |
| GRAYSCALE COINDESK CRYPTO | 1636 | 67605 | USD SHS |
| PIMCO ETF TR | 662 | 66426 | ENHAN SHRT MA AC |
| ISHARES TR | 542 | 65913 | CORE HIGH DV ETF |
| ISHARES TR | 457 | 64460 | RUS MDCP VAL ETF |
| ISHARES INC | 947 | 63658 | CORE MSCI EMKT |
| US BANCORP DEL | 1173 | 62592 | COM NEW |
| ADVANCED MICRO DEVICES INC | 288 | 61679 | COM |
| AMGEN INC | 187 | 61207 | COM |
| HOME DEPOT INC | 176 | 60574 | COM |
| ISHARES TR | 674 | 60364 | CORE 80/20 AGGRE |
| INTERNATIONAL BUSINESS MACHS | 203 | 60131 | COM |
| REGIONS FINANCIAL CORP NEW | 2208 | 59837 | COM |
| J P MORGAN EXCHANGE TRADED F | 1026 | 58729 | EQUITY PREMIUM |
| CELESTICA INC | 195 | 57645 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 829 | 56671 | SHS REP COM UT |
| VERTIV HOLDINGS CO | 347 | 56219 | COM CL A |
| ENTERGY CORP NEW | 605 | 55921 | COM |
| VANGUARD INDEX FDS | 89 | 55815 | S&P 500 ETF SHS |
| AMPLIFY ETF TR | 961 | 55791 | AMPLIFY BLUESTAR |
| WILLIAMS COS INC | 928 | 55783 | COM |
| SCHWAB STRATEGIC TR | 2110 | 55358 | US BRD MKT ETF |
| CAPITAL ONE FINL CORP | 227 | 55016 | COM |
| TIDAL TRUST II | 918 | 54139 | ROUNDHILL GENER |
| SM ENERGY CO | 2873 | 53726 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 3976 | 53676 | INTMD TERM TRSRY |
| CALAMOS ETF TR | 1911 | 51987 | LADDERED S&P 500 |
| FIFTH THIRD BANCORP | 1107 | 51819 | COM |
| CISCO SYS INC | 664 | 51148 | COM |
| HCA HEALTHCARE INC | 108 | 50421 | COM |
| PHILIP MORRIS INTL INC | 307 | 49243 | COM |
| WELLS FARGO CO NEW | 528 | 49210 | COM |
| SYNCHRONY FINANCIAL | 586 | 48890 | COM |
| ISHARES TR | 2090 | 48875 | ESG AWRE USD ETF |
| ZIM INTEGRATED SHIPPING SERV | 2300 | 48829 | SHS |
| UNITED THERAPEUTICS CORP DEL | 100 | 48725 | COM |
| SPROUTS FMRS MKT INC | 600 | 47803 | COM |
| ISHARES TR | 238 | 47272 | MSCI USA QLT FCT |
| LISTED FDS TR | 714 | 47120 | ROUNDHILL MAGNIF |
| CIVITAS RESOURCES INC | 1737 | 47056 | COM NEW |
| COINBASE GLOBAL INC | 207 | 46811 | COM CL A |
| ONEOK INC NEW | 628 | 46159 | COM |
| J P MORGAN EXCHANGE TRADED F | 669 | 45593 | US MOMENTUM |
| S&P GLOBAL INC | 87 | 45466 | COM |
| INTUITIVE SURGICAL INC | 79 | 44743 | COM NEW |
| ISHARES TR | 300 | 44451 | US INDUSTRIALS |
| NEXPOINT REAL ESTATE FIN INC | 3155 | 44423 | COM |
| MACKENZIE RLTY CAP INC | 10881 | 44261 | COM NEW |
| KIMBELL RTY PARTNERS LP | 3726 | 43819 | UNIT |
| J P MORGAN EXCHANGE TRADED F | 898 | 43733 | INTL BD OPP ETF |
| PFIZER INC | 1750 | 43576 | COM |
| THE REAL BROKERAGE INC | 11850 | 43253 | COM NEW |
| GLOBAL X FDS | 516 | 43097 | GLOBAL X SILVER |
| INTEL CORP | 1165 | 42989 | COM |
| CATERPILLAR INC | 75 | 42966 | COM |
| NXP SEMICONDUCTORS N V | 196 | 42544 | COM |
| PIMCO ETF TR | 1570 | 41888 | MULTISECTOR BD |
| VANGUARD SCOTTSDALE FDS | 445 | 41074 | VNG RUS1000VAL |
| CINCINNATI FINL CORP | 245 | 40014 | COM |
| ISHARES INC | 495 | 39967 | MSCI JAPAN ETF |
| FIRST TR EXCHNG TRADED FD VI | 1680 | 39865 | FT VEST NASD 100 |
| FIRST TR EXCHANGE-TRADED FD | 1906 | 39645 | STRUCTURED CR IN |
| MCCORMICK & CO INC | 580 | 39504 | COM NON VTG |
| GLOBAL X FDS | 918 | 39227 | GLOBAL X URANIUM |
| MONOLITHIC PWR SYS INC | 43 | 38974 | COM |
| DYCOM INDS INC | 115 | 38860 | COM |
| NEXTERA ENERGY INC | 482 | 38695 | COM |
| INVESCO EXCHANGE TRADED FD T | 648 | 38414 | S&P 500 TOP 50 |
| DEVON ENERGY CORP NEW | 1041 | 38149 | COM |
| ISHARES TR | 462 | 38106 | CORE MSCI INTL |
| DUKE ENERGY CORP NEW | 324 | 37977 | COM NEW |
| BITMINE IMMERSION TECNOLOGIE | 1396 | 37902 | COM NEW |
| FIRST TR EXCHNG TRADED FD VI | 1905 | 37853 | FT ENERGY INCOME |
| GRAYSCALE ETHEREUM TRUST ETF | 1499 | 36531 | SHS |
| ISHARES TR | 232 | 35719 | U.S. BAS MTL ETF |
| PROCTER AND GAMBLE CO | 239 | 34252 | COM |
| T-MOBILE US INC | 167 | 33908 | COM |
| LUMEN TECHNOLOGIES INC | 4275 | 33217 | COM |
| DTE ENERGY CO | 255 | 32890 | COM |
| SOUTHERN CO | 376 | 32788 | COM |
| SPROTT ETF TRUST | 470 | 32727 | GOLD MINERS ETF |
| VERTEX PHARMACEUTICALS INC | 72 | 32642 | COM |
| UNUM GROUP | 411 | 31853 | COM |
| HIGHLAND OPPS & INCOME FD | 5237 | 31318 | HIGHLAND INCOME |
| FIDELITY COVINGTON TRUST | 469 | 31306 | LOW VOLITY ETF |
| ABBVIE INC | 136 | 31075 | COM |
| BOEING CO | 143 | 31049 | COM |
| VERIZON COMMUNICATIONS INC | 758 | 30874 | COM |
| IDACORP INC | 243 | 30755 | COM |
| PURPLE INNOVATION INC | 43620 | 30120 | COM |
| CME GROUP INC | 108 | 29493 | COM |
| ANHEUSER BUSCH INBEV SA/NV | 456 | 29203 | SPONSORED ADR |
| QUALCOMM INC | 169 | 28908 | COM |
| LOCKHEED MARTIN CORP | 58 | 28053 | COM |
| VANECK ETF TRUST | 244 | 27763 | JUNIOR GOLD MINE |
| METLIFE INC | 351 | 27708 | COM |
| SALESFORCE INC | 103 | 27286 | COM |
| OMNICOM GROUP INC | 334 | 26971 | COM |
| ARISTA NETWORKS INC | 205 | 26862 | COM SHS |
| SEAGATE TECHNOLOGY HLDNGS PL | 97 | 26713 | ORD SHS |
| AMERICAN ELEC PWR CO INC | 231 | 26637 | COM |
| CSX CORP | 727 | 26354 | COM |
| ISHARES INC | 355 | 26143 | MSCI GBL GOLD MN |
| ISHARES TR | 367 | 26050 | CORE MSCI EURO |
| T ROWE PRICE ETF INC | 677 | 25875 | CAP APPRECIATION |
| FOX CORP | 350 | 25575 | CL A COM |
| EQUINOX GOLD CORP | 1800 | 25272 | COM |
| UNITED AIRLS HLDGS INC | 223 | 24936 | COM |
| AMERICAN TOWER CORP NEW | 140 | 24580 | COM |
| DOUBLELINE INCOME SOLUTIONS | 2162 | 24366 | COM |
| GE AEROSPACE | 79 | 24335 | COM NEW |
| EOG RES INC | 223 | 23418 | COM |
| VANGUARD INSTL INDEX FD | 307 | 23158 | 0-3 MO TREAS BIL |
| UNION PAC CORP | 100 | 23132 | COM |
| PRINCIPAL FINANCIAL GROUP IN | 261 | 23023 | COM |
| ADOBE INC | 65 | 22750 | COM |
| FIRST TR EXCHANGE-TRADED FD | 84 | 22612 | DJ INTERNT IDX |
| NEWMONT CORP | 221 | 22067 | COM |
| JANUS DETROIT STR TR | 434 | 21952 | HENDRSON AAA CL |
| J P MORGAN EXCHANGE TRADED F | 427 | 21602 | ULTRA SHRT ETF |
| OCCIDENTAL PETE CORP | 525 | 21588 | COM |
| ISHARES TR | 227 | 21375 | MSCI USA MIN VOL |
| CAPITAL GROUP GROWTH ETF | 478 | 21257 | SHS CREATION UNI |
| DIMENSIONAL ETF TRUST | 285 | 21139 | US EQUITY MARKET |
| USCF ETF TR | 605 | 21011 | GOLD STRATEGY |
| VISTRA CORP | 130 | 20973 | COM |
| CHECK POINT SOFTWARE TECH LT | 113 | 20969 | ORD |
| UNITED PARCEL SERVICE INC | 208 | 20632 | CL B |
| BREAD FINANCIAL HOLDINGS INC | 275 | 20359 | COM |
| UBER TECHNOLOGIES INC | 249 | 20346 | COM |
| SANMINA CORPORATION | 132 | 19810 | COM |
| BECTON DICKINSON & CO | 100 | 19407 | COM |
| REDDIT INC | 84 | 19310 | CL A |
| SILA REALTY TRUST INC | 828 | 19301 | COMMON STOCK |
| JACKSON FINANCIAL INC | 180 | 19197 | COM CL A |
| MARSH & MCLENNAN COS INC | 103 | 19109 | COM |
| CADENCE DESIGN SYSTEM INC | 61 | 19068 | COM |
| J P MORGAN EXCHANGE TRADED F | 374 | 19052 | ULTRA SHT MUNCPL |
| INTERNATIONAL PAPER CO | 482 | 18986 | COM |
| RTX CORPORATION | 103 | 18891 | COM |
| RANGE RES CORP | 534 | 18829 | COM |
| ISHARES TR | 137 | 18761 | RUS MD CP GR ETF |
| APPLIED MATLS INC | 73 | 18761 | COM |
| ISHARES INC | 423 | 18684 | ESG AWR MSCI EM |
| ABRDN PLATINUM ETF TRUST | 100 | 18643 | PHYSCL PLATM SHS |
| CHEVRON CORP NEW | 121 | 18442 | COM |
| CONSOLIDATED EDISON INC | 181 | 17977 | COM |
| ISHARES TR | 415 | 17792 | 0-5YR HI YL CP |
| DBX ETF TR | 601 | 17586 | XTRACKERS RREEF |
| BUILDERS FIRSTSOURCE INC | 169 | 17389 | COM |
| EQT CORP | 318 | 17045 | COM |
| NEOVOLTA INC | 15976 | 16935 | *W EXP 04/01/202 |
| BANK AMERICA CORP | 305 | 16775 | COM |
| PALO ALTO NETWORKS INC | 91 | 16763 | COM |
| REALTY INCOME CORP | 295 | 16607 | COM |
| LAM RESEARCH CORP | 97 | 16605 | COM NEW |
| SELECT SECTOR SPDR TR | 166 | 16569 | STATE STREET CON |
| ROPER TECHNOLOGIES INC | 37 | 16470 | COM |
| THERMO FISHER SCIENTIFIC INC | 28 | 16225 | COM |
| NORTHERN OIL & GAS INC | 753 | 16167 | COM |
| EATON VANCE TAX-MANAGED GLOB | 1687 | 16078 | COM |
| J P MORGAN EXCHANGE TRADED F | 317 | 16009 | MUNICIPAL ETF |
| FIRST TR EXCH TRADED FD III | 313 | 16006 | MANAGD MUN ETF |
| ANALOG DEVICES INC | 59 | 16001 | COM |
| PIMCO ETF TR | 353 | 15998 | MUNI INCOME OPP |
| PEPSICO INC | 110 | 15788 | COM |
| ISHARES TR | 238 | 15473 | CORE 60/40 BALAN |
| ROYAL CARIBBEAN GROUP | 55 | 15341 | COM |
| VALERO ENERGY CORP | 93 | 15140 | COM |
| ABM INDS INC | 356 | 15059 | COM |
| FORD MTR CO | 1135 | 14892 | COM |
| CONSTELLATION ENERGY CORP | 42 | 14838 | COM |
| LOWES COS INC | 61 | 14711 | COM |
| PRICE T ROWE GROUP INC | 143 | 14641 | COM |
| ISHARES TR | 144 | 14641 | 10-20 YR TRS ETF |
| FIDELITY NATIONAL FINANCIAL | 263 | 14358 | COM SHS |
| NOVARTIS AG | 104 | 14339 | SPONSORED ADR |
| MARVELL TECHNOLOGY INC | 168 | 14277 | COM |
| WHEATON PRECIOUS METALS CORP | 120 | 14103 | COM |
| CROWDSTRIKE HLDGS INC | 30 | 14063 | CL A |
| ISHARES TR | 258 | 13902 | ISHS 5-10YR INVT |
| VEEVA SYS INC | 62 | 13841 | CL A COM |
| ARCH CAP GROUP LTD | 144 | 13813 | ORD |
| COMCAST CORP NEW | 461 | 13780 | CL A |
| WATSCO INC | 40 | 13478 | COM |
| SELECT SECTOR SPDR TR | 86 | 13313 | STATE STREET HEA |
| MGIC INVT CORP WIS | 453 | 13237 | COM |
| VICI PPTYS INC | 470 | 13217 | COM |
| ENERGY TRANSFER L P | 800 | 13192 | COM UT LTD PTN |
| SELECT SECTOR SPDR TR | 293 | 13101 | STATE STREET ENE |
| ISHARES SILVER TR | 203 | 13078 | ISHARES |
| INNOVATOR ETFS TRUST | 458 | 13040 | US SMALL CAP PWR |
| PROGRESSIVE CORP | 57 | 12981 | COM |
| ISHARES TR | 71 | 12866 | RUS 2000 VAL ETF |
| TORONTO DOMINION BK ONT | 136 | 12812 | COM NEW |
| SPOTIFY TECHNOLOGY S A | 22 | 12776 | SHS |
| NORTHROP GRUMMAN CORP | 22 | 12545 | COM |
| WILLIAMS SONOMA INC | 70 | 12502 | COM |
| LINDE PLC | 29 | 12366 | SHS |
| FIRST TR EXCHANGE-TRADED FD | 566 | 12356 | LNG DUR OPRTUN |
| AIR PRODS & CHEMS INC | 50 | 12351 | COM |
| SERVICENOW INC | 80 | 12256 | COM |
| DIAMONDBACK ENERGY INC | 81 | 12177 | COM |
| MUELLER INDS INC | 106 | 12169 | COM |
| NIKE INC | 186 | 11867 | CL B |
| INVESCO EXCHANGE TRADED FD T | 157 | 11783 | S&P500 QUALITY |
| TARGET CORP | 120 | 11753 | COM |
| COCA COLA CO | 168 | 11742 | COM |
| HP INC | 523 | 11653 | COM |
| ISHARES TR | 36 | 11629 | RUS 2000 GRW ETF |
| EATON VANCE LIMITED DURATION | 1173 | 11625 | COM |
| THE CIGNA GROUP | 42 | 11560 | COM |
| INVESCO EXCH TRADED FD TR II | 97 | 11347 | S&P 500 HB ETF |
| SYNOPSYS INC | 24 | 11274 | COM |
| ANNALY CAPITAL MANAGEMENT IN | 500 | 11180 | COM NEW |
| MATSON INC | 89 | 10996 | COM |
| ISHARES TR | 114 | 10976 | JPMORGAN USD EMG |
| GRAYSCALE BITCOIN MINI TR ET | 283 | 10961 | SHS NEW |
| ARM HOLDINGS PLC | 100 | 10931 | SPONSORED ADS |
| EVEREST GROUP LTD | 32 | 10860 | COM |
| HALOZYME THERAPEUTICS INC | 159 | 10701 | COM |
| ISHARES TR | 106 | 10441 | CONV BD ETF |
| XPO INC | 76 | 10330 | COM |
| INGREDION INC | 93 | 10255 | COM |
| DIMENSIONAL ETF TRUST | 147 | 10242 | US SMALL CAP ETF |
| CUMMINS INC | 20 | 10209 | COM |
| UNILEVER PLC | 155 | 10137 | SPON ADR NEW |
| APPLOVIN CORP | 15 | 10108 | COM CL A |
| MERCADOLIBRE INC | 5 | 10072 | COM |
| OMEGA HEALTHCARE INVS INC | 225 | 9977 | COM |
| DEXCOM INC | 150 | 9956 | COM |
| BROOKFIELD ASSET MANAGMT LTD | 190 | 9955 | CL A LMT VTG SHS |
| COMSTOCK RES INC | 417 | 9667 | COM |
| ATLASSIAN CORPORATION | 59 | 9567 | CL A |
| LAZARD INC | 195 | 9470 | COM |
| PROSPECT CAP CORP | 3639 | 9426 | COM |
| ABBOTT LABS | 74 | 9272 | COM |
| AUTOMATIC DATA PROCESSING IN | 36 | 9261 | COM |
| CID HOLDCO INC | 20591 | 9242 | COM |
| CAL MAINE FOODS INC | 116 | 9231 | COM NEW |
| GILEAD SCIENCES INC | 75 | 9206 | COM |
| VANGUARD INTL EQUITY INDEX F | 125 | 9195 | ALLWRLD EX US |
| KKR & CO INC | 72 | 9179 | COM |
| SELECT SECTOR SPDR TR | 210 | 8965 | STATE STREET UTI |
| ENOVA INTL INC | 57 | 8961 | COM |
| SEMPRA | 101 | 8918 | COM |
| J P MORGAN EXCHANGE TRADED F | 135 | 8898 | BETABULDRS JAPAN |
| ANTERO RESOURCES CORP | 258 | 8891 | COM |
| CVS HEALTH CORP | 112 | 8889 | COM |
| PHENIXFIN CORP | 200 | 8836 | COM |
| FRANKLIN TEMPLETON ETF TR | 354 | 8804 | FRANKLIN DYN MUN |
| SUPER MICRO COMPUTER INC | 300 | 8781 | COM NEW |
| HSBC HLDGS PLC | 111 | 8733 | SPON ADR NEW |
| EXELIXIS INC | 198 | 8679 | COM |
| FIRST TR EXCH TRADED FD III | 181 | 8677 | MUNI HI INCM ETF |
| GE VERNOVA INC | 13 | 8497 | COM |
| TAYLOR MORRISON HOME CORP | 142 | 8360 | COM |
| OREILLY AUTOMOTIVE INC | 91 | 8301 | COM |
| PROSHARES TR | 110 | 8204 | SP500 EX HLTH |
| J P MORGAN EXCHANGE TRADED F | 88 | 8184 | BETABUILDERS CDA |
| PULTE GROUP INC | 69 | 8091 | COM |
| TRUIST FINL CORP | 164 | 8071 | COM |
| INVESCO EXCH TRADED FD TR II | 70 | 8015 | S&P 500 REVENUE |
| JOBY AVIATION INC | 600 | 7920 | COMMON STOCK |
| GOLDMAN SACHS GROUP INC | 9 | 7911 | COM |
| EXPEDITORS INTL WASH INC | 53 | 7898 | COM |
| INNOVATOR ETFS TRUST | 162 | 7884 | US EQTY BUFR FEB |
| FRANKLIN RESOURCES INC | 328 | 7836 | COM |
| SLB LIMITED | 203 | 7792 | COM STK |
| INVESCO EXCHANGE TRADED FD T | 108 | 7778 | S&P SMLCP MOMENT |
| M/I HOMES INC | 60 | 7677 | COM |
| ACCENTURE PLC IRELAND | 28 | 7513 | SHS CLASS A |
| VANGUARD INTL EQUITY INDEX F | 83 | 7504 | FTSE PACIFIC ETF |
| STEEL DYNAMICS INC | 44 | 7456 | COM |
| AFLAC INC | 67 | 7389 | COM |
| STRYKER CORPORATION | 21 | 7381 | COM |
| ISHARES TR | 35 | 7362 | RUS 1000 VAL ETF |
| TWO HBRS INVT CORP | 700 | 7350 | COM |
| SELECT SECTOR SPDR TR | 133 | 7285 | STATE STREET FIN |
| INVESCO EXCH TRADED FD TR II | 102 | 7285 | S&P500 LOW VOL |
| NOVA LTD | 22 | 7225 | COM |
| ISHARES TR | 153 | 7121 | CORE UNIVRSL USD |
| PERFORMANCE FOOD GROUP CO | 79 | 7104 | COM |
| LENNAR CORP | 69 | 7094 | CL A |
| DATADOG INC | 52 | 7072 | CL A COM |
| TEJON RANCH CO | 448 | 7065 | COM |
| KB HOME | 125 | 7052 | COM |
| BOISE CASCADE CO DEL | 95 | 6992 | COM |
| SCHWAB STRATEGIC TR | 234 | 6929 | US LCAP VA ETF |
| INVESTCORP CR MGMT BDC INC | 2500 | 6750 | COM |
| PURE STORAGE INC | 100 | 6701 | CL A |
| PERDOCEO ED CORP | 228 | 6688 | COM |
| FIRST MAJESTIC SILVER CORP | 400 | 6664 | COM |
| BERKLEY W R CORP | 95 | 6662 | COM |
| RELIANCE INC | 23 | 6645 | COM |
| GENERAL MLS INC | 142 | 6603 | COM |
| INVESCO EXCHANGE TRADED FD T | 243 | 6516 | ZACKS MULT AST |
| AIRBNB INC | 48 | 6515 | COM CL A |
| BEST BUY INC | 97 | 6493 | COM |
| FIRST TR EXCHNG TRADED FD VI | 291 | 6475 | FT VEST NASDAQ |
| VANGUARD SCOTTSDALE FDS | 77 | 6449 | INT-TERM CORP |
| OLD REP INTL CORP | 140 | 6390 | COM |
| WARNER BROS DISCOVERY INC | 221 | 6370 | COM SER A |
| VISTA ENERGY S.A.B. DE C.V. | 130 | 6326 | SPONSORED ADS |
| HCI GROUP INC | 33 | 6326 | COM |
| SHOPIFY INC | 39 | 6278 | CL A SUB VTG SHS |
| FUBOTV INC | 2438 | 6144 | CLASS A COM SHS |
| KIMBERLY-CLARK CORP | 60 | 6054 | COM |
| CNX RES CORP | 162 | 5957 | COM |
| NOVO-NORDISK A S | 117 | 5953 | ADR |
| FIRST TR EXCH TRADED FD III | 296 | 5934 | SHRT DUR MNG MUN |
| SCHWAB STRATEGIC TR | 211 | 5788 | US DIVIDEND EQ |
| SELECT SECTOR SPDR TR | 49 | 5769 | STATE STREET COM |
| DOMINION ENERGY INC | 98 | 5742 | COM |
| GOLD ROYALTY CORP | 1400 | 5656 | COMMON SHARES |
| RENAISSANCERE HLDGS LTD | 20 | 5624 | COM |
| DELTA AIR LINES INC DEL | 81 | 5622 | COM NEW |
| ELEVANCE HEALTH INC FORMERLY | 16 | 5609 | COM |
| CARDINAL HEALTH INC | 27 | 5549 | COM |
| BLACKROCK ETF TRUST | 91 | 5534 | ISHARES US EQUIT |
| VANGUARD INTL EQUITY INDEX F | 65 | 5435 | FTSE EUROPE ETF |
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