Leo Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Leo Wealth, LLC held in its portfolio 411 assets valued at $1,378,749,543 (i.e. $1.38B).
The most valuable assets in the portfolio included: VANGUARD WORLD FD ($84.00M), AFFIRM HLDGS INC ($68.83M), and GOLDMAN SACHS ETF TR ($60.81M).
The chart below shows the top 10 valuable assets, and the table below shows the top 411 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Leo Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD WORLD FD | 694165 | 84002284 | ESG US STK ETF |
| AFFIRM HLDGS INC | 924705 | 68825801 | COM CL A |
| GOLDMAN SACHS ETF TR | 459182 | 60806705 | ACTIVEBETA US LG |
| VANGUARD WORLD FD | 840991 | 60257279 | ESG INTL STK ETF |
| AMERICAN CENTY ETF TR | 483817 | 54104378 | US EQT ETF |
| ISHARES TR | 417952 | 40200307 | 7-10 YR TRSY BD |
| JOHNSON & JOHNSON | 170004 | 35182320 | COM |
| SPDR SERIES TRUST | 447320 | 34997016 | STATE STREET SPD |
| APPLE INC | 124127 | 33701635 | COM |
| AMAZON COM INC | 133098 | 30721090 | COM |
| ISHARES TR | 238770 | 26317115 | IBOXX INV CP ETF |
| ISHARES U S ETF TR | 262375 | 24499992 | INT RT HDG C B |
| J P MORGAN EXCHANGE TRADED F | 313751 | 23502382 | INTRNL RES EQT |
| WISDOMTREE TR | 455137 | 23024765 | FLOATNG RAT TREA |
| SCHWAB STRATEGIC TR | 802763 | 22018932 | US DIVIDEND EQ |
| JANUS DETROIT STR TR | 434248 | 19845265 | HENDERSON MTG |
| MICROSOFT CORP | 40359 | 19518483 | COM |
| SCHWAB STRATEGIC TR | 573896 | 18748227 | US LCAP GR ETF |
| J P MORGAN EXCHANGE TRADED F | 256911 | 17064695 | HEDGED EQUITY LA |
| VANGUARD INTL EQUITY INDEX F | 190115 | 15901637 | FTSE EUROPE ETF |
| ISHARES TR | 146798 | 14303675 | GLOB HLTHCRE ETF |
| BERKSHIRE HATHAWAY INC DEL | 26446 | 13292806 | CL B NEW |
| NVIDIA CORPORATION | 68244 | 12727578 | COM |
| VANGUARD INDEX FDS | 25291 | 12335496 | GROWTH ETF |
| SIMPLIFY EXCHANGE TRADED FUN | 331506 | 10624951 | HEDGED EQUITY |
| VANGUARD INDEX FDS | 16760 | 10510395 | S&P 500 ETF SHS |
| ISHARES INC | 219562 | 10074227 | JP MRG EM CRP BD |
| WISDOMTREE TR | 448948 | 9498510 | ENHNCD CMMDTY ST |
| INVESCO EXCH TRD SLF IDX FD | 421448 | 9097746 | BULETSHS 2029 HG |
| MCDONALDS CORP | 28995 | 8861791 | COM |
| ALPHABET INC | 27680 | 8663774 | CAP STK CL A |
| INVESCO EXCH TRD SLF IDX FD | 363358 | 8480672 | INVSCO BLSH 26 |
| VANGUARD SPECIALIZED FUNDS | 38527 | 8467413 | DIV APP ETF |
| SPDR S&P 500 ETF TR | 12343 | 8417044 | TR UNIT |
| INVESCO EXCH TRD SLF IDX FD | 381273 | 8396988 | INVSCO 28 HYCORP |
| HONEYWELL INTL INC | 41206 | 8038858 | COM |
| BLACKROCK INC | 7434 | 7956676 | COM |
| INVESCO QQQ TR | 12660 | 7777195 | UNIT SER 1 |
| FRANKLIN TEMPLETON ETF TR | 325978 | 7760866 | FTSE CHINA |
| INVESCO EXCH TRD SLF IDX FD | 274538 | 7343657 | INVESCO BULLETSH |
| ISHARES TR | 84016 | 7324469 | 20 YR TR BD ETF |
| ISHARES TR | 10456 | 7161411 | CORE S&P500 ETF |
| DBX ETF TR | 168674 | 6970985 | XTRACK MSCI ALL |
| VANGUARD TAX-MANAGED FDS | 106836 | 6674035 | VAN FTSE DEV MKT |
| ISHARES TR | 131450 | 6575769 | CORE INTL AGGR |
| ISHARES INC | 137572 | 5720291 | JP MORGAN EM ETF |
| ALPHABET INC | 18318 | 5716931 | CAP STK CL C |
| MASTERCARD INCORPORATED | 9706 | 5576066 | CL A |
| BROADCOM INC | 15379 | 5296707 | COM |
| AMPLIFY ETF TR | 116744 | 5202197 | CWP ENHANCED DIV |
| ISHARES TR | 43099 | 5179650 | CORE S&P SCP ETF |
| J P MORGAN EXCHANGE TRADED F | 106030 | 5020538 | CORE PLUS BD ETF |
| ISHARES TR | 193443 | 4924092 | IBDS DEC28 ETF |
| INVESCO EXCH TRD SLF IDX FD | 250100 | 4895711 | BULSHS 2026 CB |
| META PLATFORMS INC | 7389 | 4877504 | CL A |
| INTERNATIONAL BUSINESS MACHS | 16308 | 4830556 | COM |
| ISHARES TR | 197599 | 4797713 | IBONDS 27 ETF |
| ISHARES TR | 22341 | 4737758 | S&P 500 VAL ETF |
| SCHWAB STRATEGIC TR | 178996 | 4695063 | US BRD MKT ETF |
| VANGUARD INDEX FDS | 13966 | 4682473 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 24407 | 4661422 | VALUE ETF |
| EXXON MOBIL CORP | 38378 | 4618347 | COM |
| CISCO SYS INC | 54853 | 4132853 | COM |
| SPDR GOLD TR | 10319 | 4089634 | GOLD SHS |
| ISHARES TR | 173943 | 4071139 | IBONDS DEC 29 |
| ISHARES TR | 8545 | 4044324 | RUS 1000 GRW ETF |
| INVESCO EXCHANGE TRADED FD T | 62363 | 3696860 | S&P 500 TOP 50 |
| WALMART INC | 32914 | 3666996 | COM |
| VERIZON COMMUNICATIONS INC | 88140 | 3589926 | COM |
| VANGUARD WORLD FD | 14130 | 3549135 | MEGA CAP INDEX |
| ABBVIE INC | 15388 | 3515843 | COM |
| SPDR SERIES TRUST | 121787 | 3477008 | BLOOMBERG ENHNCD |
| VANGUARD STAR FDS | 45762 | 3452274 | VG TL INTL STK F |
| AT&T INC | 138087 | 3430081 | COM |
| PFIZER INC | 135861 | 3382944 | COM |
| BOOKING HOLDINGS INC | 626 | 3349773 | COM |
| ELI LILLY & CO | 3107 | 3339521 | COM |
| ISHARES TR | 135674 | 3287373 | IBONDS DEC2026 |
| BIOGEN INC | 18133 | 3191226 | COM |
| DUKE ENERGY CORP NEW | 25898 | 3035541 | COM NEW |
| CHEVRON CORP NEW | 19550 | 2979559 | COM |
| ISHARES TR | 36361 | 2863126 | MRGSTR MD CP GRW |
| ISHARES TR | 41234 | 2862478 | CORE DIV GRWTH |
| MERCK & CO INC | 26848 | 2826060 | COM |
| EMERSON ELEC CO | 21255 | 2820944 | COM |
| BRISTOL-MYERS SQUIBB CO | 52134 | 2812112 | COM |
| JPMORGAN CHASE & CO. | 8619 | 2777315 | COM |
| GOLDMAN SACHS GROUP INC | 3154 | 2772644 | COM |
| WORLD GOLD TR | 32381 | 2764341 | SPDR GLD MINIS |
| ISHARES TR | 18373 | 2737173 | ESG AWR MSCI USA |
| INVESCO TR INVT GRADE MUNS | 261050 | 2707092 | COM |
| LEMONADE INC | 34532 | 2699097 | COM |
| NUVEEN AMT FREE QLTY MUN INC | 231524 | 2692630 | COM |
| KENVUE INC | 153995 | 2656420 | COM |
| TESLA INC | 5865 | 2637746 | COM |
| WESTERN ASSET MANAGED MUNS F | 247215 | 2580927 | COM |
| NETFLIX INC | 27080 | 2539043 | COM |
| FIRSTENERGY CORP | 55640 | 2491001 | COM |
| WISDOMTREE TR | 63446 | 2476599 | EM EX ST-OWNED |
| J P MORGAN EXCHANGE TRADED F | 48939 | 2475832 | ULTRA SHRT ETF |
| ISHARES TR | 111424 | 2459133 | IBONDS DEC 2030 |
| COSTCO WHSL CORP NEW | 2735 | 2358607 | COM |
| BLACKROCK MUNIVEST FD INC | 339809 | 2354878 | COM |
| SPDR DOW JONES INDL AVERAGE | 4852 | 2331494 | UT SER 1 |
| ISHARES TR | 103861 | 2322843 | IBONDS 28 TRM TS |
| VANGUARD INTL EQUITY INDEX F | 42720 | 2296643 | FTSE EMR MKT ETF |
| NOVARTIS AG | 16428 | 2264902 | SPONSORED ADR |
| RESOLUTE HLDGS MGMT INC | 10839 | 2237573 | COM |
| VANGUARD INDEX FDS | 6989 | 2200081 | LARGE CAP ETF |
| ISHARES TR | 33111 | 2185345 | CORE S&P MCP ETF |
| ISHARES TR | 96127 | 2159966 | IBONDS 27 TRM TS |
| ALIBABA GROUP HLDG LTD | 14709 | 2155985 | SPONSORED ADS |
| ISHARES TR | 32014 | 2142381 | US CONSM STAPLES |
| COCA COLA CO | 30459 | 2129394 | COM |
| ABBOTT LABS | 16639 | 2084721 | COM |
| ABRDN SILVER ETF TRUST | 30750 | 2079960 | PHYSCL SILVR SHS |
| INVESCO EXCH TRD SLF IDX FD | 105023 | 2073159 | BULSHS 2027 CB |
| VANGUARD WHITEHALL FDS | 14052 | 2016674 | HIGH DIV YLD |
| S&P GLOBAL INC | 3846 | 2009683 | COM |
| ISHARES TR | 7174 | 1986639 | RUS TP200 GR ETF |
| ISHARES TR | 43686 | 1985535 | MSCI INTL QUALTY |
| PROCTER AND GAMBLE CO | 13847 | 1984380 | COM |
| INVESCO EXCH TRD SLF IDX FD | 117156 | 1982340 | INVSCO 30 CORP |
| ASML HOLDING N V | 1899 | 1978456 | N Y REGISTRY SHS |
| VISA INC | 5417 | 1899866 | COM CL A |
| AMERICAN EXPRESS CO | 5093 | 1884177 | COM |
| GILEAD SCIENCES INC | 14897 | 1828413 | COM |
| BLACKROCK MUNI INCOME TR II | 172713 | 1803121 | COM |
| ISHARES TR | 36820 | 1743427 | HIGH YLD SYSTM B |
| VANGUARD BD INDEX FDS | 23499 | 1740574 | TOTAL BND MRKT |
| VODAFONE GROUP PLC NEW | 131203 | 1733198 | SPONSORED ADR |
| MERCADOLIBRE INC | 849 | 1709456 | COM |
| SHELL PLC | 23155 | 1701398 | SPON ADS |
| ISHARES TR | 17582 | 1692633 | RUS MID CAP ETF |
| TOTALENERGIES SE | 25629 | 1676630 | ACT |
| KKR & CO INC | 12922 | 1647323 | COM |
| COCA-COLA FEMSA SAB DE CV | 16991 | 1609185 | SPONS ADS REP |
| GSK PLC | 32566 | 1597021 | SPONSORED ADR |
| ISHARES TR | 23607 | 1584767 | MSCI ACWI EX US |
| SANOFI SA | 32544 | 1577089 | SPONSORED ADR |
| ISHARES TR | 29740 | 1572633 | ISHS 1-5YR INVS |
| UBER TECHNOLOGIES INC | 19241 | 1572162 | COM |
| CONSOLIDATED EDISON INC | 15784 | 1567668 | COM |
| HOME DEPOT INC | 4512 | 1552459 | COM |
| EXELON CORP | 35456 | 1545541 | COM |
| JANUS DETROIT STR TR | 29851 | 1509872 | HENDRSON AAA CL |
| PROFESIONALLY MANAGED PORTFO | 22970 | 1504765 | AKRE FOCUS ETF |
| ISHARES TR | 68339 | 1499701 | IBONDS 29 TRM TS |
| SALESFORCE INC | 5638 | 1493292 | COM |
| VANGUARD CHARLOTTE FDS | 30589 | 1478058 | TOTAL INT BD ETF |
| AMERICAN ELEC PWR CO INC | 12660 | 1459866 | COM |
| ISHARES TR | 69543 | 1455336 | IBONDS DEC 2031 |
| LOCKHEED MARTIN CORP | 2983 | 1442740 | COM |
| CANADIAN NAT RES LTD | 40661 | 1376385 | COM |
| INVESCO DB MULTI-SECTOR COMM | 59447 | 1363719 | BASE METALS FD |
| VANGUARD INTL EQUITY INDEX F | 9624 | 1357505 | TT WRLD ST ETF |
| ISHARES BITCOIN TRUST ETF | 27207 | 1350844 | SHS BEN INT |
| GE AEROSPACE | 4243 | 1307000 | COM NEW |
| KIMBERLY-CLARK CORP | 12592 | 1270399 | COM |
| GENERAL MLS INC | 27244 | 1266833 | COM |
| COMCAST CORP NEW | 42076 | 1239217 | CL A |
| DECKERS OUTDOOR CORP | 11657 | 1208481 | COM |
| PALANTIR TECHNOLOGIES INC | 6615 | 1175795 | CL A |
| ACCENTURE PLC IRELAND | 4376 | 1174207 | SHS CLASS A |
| ISHARES TR | 12003 | 1152681 | MSCI EAFE ETF |
| ISHARES TR | 10606 | 1144922 | 0-3 MNTH TREASRY |
| ORACLE CORP | 5864 | 1142902 | COM |
| WASTE MGMT INC DEL | 5157 | 1133043 | COM |
| STARBUCKS CORP | 13440 | 1131809 | COM |
| VANGUARD MUN BD FDS | 22259 | 1119425 | TAX EXEMPT BD |
| ADVANCED MICRO DEVICES INC | 5221 | 1118029 | COM |
| ISHARES TR | 10343 | 1107821 | NATIONAL MUN ETF |
| INVESCO EXCH TRD SLF IDX FD | 56997 | 1073545 | BULETSHS 2029 |
| ISHARES TR | 10395 | 1038203 | CORE US AGGBD ET |
| FRANKLIN TEMPLETON ETF TR | 18215 | 1024792 | US MID CP MLTFCT |
| UIPATH INC | 56384 | 1023435 | CL A |
| VICI PPTYS INC | 36343 | 1021968 | COM |
| VANGUARD WORLD FD | 1323 | 997032 | INF TECH ETF |
| ALLSTATE CORP | 4744 | 987423 | COM |
| CITIGROUP INC | 8443 | 985228 | COM NEW |
| PALO ALTO NETWORKS INC | 5346 | 984764 | COM |
| GRANITESHARES GOLD TR | 23064 | 979989 | SHS BEN INT |
| COGNIZANT TECHNOLOGY SOLUTIO | 11800 | 979437 | CL A |
| ADOBE INC | 2787 | 975255 | COM |
| ALTRIA GROUP INC | 16809 | 969225 | COM |
| ISHARES TR | 28418 | 963361 | US TELECOM ETF |
| ENTERPRISE PRODS PARTNERS L | 29960 | 960507 | COM |
| FIRST TR EXCHNG TRADED FD VI | 26916 | 956402 | FT VEST LADDERED |
| PHILIP MORRIS INTL INC | 5952 | 954624 | COM |
| INVESCO EXCH TRD SLF IDX FD | 42067 | 951323 | BULETSHS 2027 |
| VANGUARD ADMIRAL FDS INC | 8478 | 940742 | SMLLCP 600 IDX |
| VANGUARD BD INDEX FDS | 11705 | 922496 | SHORT TRM BOND |
| COLGATE PALMOLIVE CO | 11575 | 914650 | COM |
| PEPSICO INC | 6329 | 908402 | COM |
| DIMENSIONAL ETF TRUST | 12197 | 904637 | US EQUITY MARKET |
| VANGUARD INDEX FDS | 5011 | 888832 | MCAP VL IDXVIP |
| SOUTHERN CO | 10157 | 885682 | COM |
| CATERPILLAR INC | 1504 | 861445 | COM |
| EATON VANCE TAX-MANAGED GLOB | 88886 | 847084 | COM |
| APPLOVIN CORP | 1239 | 834863 | COM CL A |
| J P MORGAN EXCHANGE TRADED F | 16427 | 829564 | MUNICIPAL ETF |
| SSGA ACTIVE ETF TR | 19851 | 819251 | STATE STREET BLA |
| RTX CORPORATION | 4367 | 800870 | COM |
| BLACKSTONE INC | 5020 | 773792 | COM |
| BANK AMERICA CORP | 14043 | 768962 | COM |
| MORGAN STANLEY ETF TRUST | 14715 | 757831 | EATON VANCE TOTA |
| J P MORGAN EXCHANGE TRADED F | 13233 | 757458 | EQUITY PREMIUM |
| TAIWAN SEMICONDUCTOR MFG LTD | 2467 | 749828 | SPONSORED ADS |
| RHYTHM PHARMACEUTICALS INC | 6952 | 744142 | COM |
| ISHARES TR | 3003 | 739282 | RUSSELL 2000 ETF |
| ISHARES TR | 5206 | 734827 | SELECT DIVID ETF |
| ISHARES TR | 3474 | 730787 | RUS 1000 VAL ETF |
| FIDELITY COMWLTH TR | 7950 | 726620 | NASDAQ COMPSIT |
| EDWARDS LIFESCIENCES CORP | 8512 | 725648 | COM |
| PROGRESSIVE CORP | 3176 | 723259 | COM |
| ISHARES INC | 10670 | 717264 | CORE MSCI EMKT |
| VANGUARD SCOTTSDALE FDS | 8482 | 710394 | INT-TERM CORP |
| CROWDSTRIKE HLDGS INC | 1507 | 706614 | CL A |
| VANGUARD SCOTTSDALE FDS | 11780 | 705949 | INTER TERM TREAS |
| ENERGY TRANSFER L P | 41142 | 678439 | COM UT LTD PTN |
| ZETA GLOBAL HOLDINGS CORP | 33234 | 676315 | CL A |
| ROSS STORES INC | 3728 | 671534 | COM |
| VANGUARD WORLD FD | 5013 | 669168 | FINANCIALS ETF |
| SELECT SECTOR SPDR TR | 14624 | 653825 | STATE STREET ENE |
| CVS HEALTH CORP | 8167 | 648161 | COM |
| VANGUARD INDEX FDS | 2481 | 640080 | SMALL CP ETF |
| CUMMINS INC | 1249 | 637486 | COM |
| UNITED PARCEL SERVICE INC | 6424 | 637204 | CL B |
| DIMENSIONAL ETF TRUST | 13420 | 625233 | US MKTWIDE VALUE |
| ISHARES TR | 12066 | 613697 | FLTG RATE NT ETF |
| QUALCOMM INC | 3563 | 609443 | COM |
| GLOBAL PARTNERS LP | 14500 | 606825 | COM UNITS |
| INVESCO EXCH TRADED FD TR II | 18672 | 600005 | SR LN ETF |
| AMGEN INC | 1827 | 597974 | COM |
| HOLOGIC INC | 7982 | 594605 | COM |
| SCHWAB STRATEGIC TR | 21945 | 590550 | US LRG CAP ETF |
| SELECT SECTOR SPDR TR | 6101 | 586606 | STATE STREET CON |
| LAM RESEARCH CORP | 3382 | 578950 | COM NEW |
| FIDELITY COVINGTON TRUST | 15828 | 576583 | ENHANCED LARGE |
| BOEING CO | 2647 | 574712 | COM |
| SELECT SECTOR SPDR TR | 10341 | 566366 | STATE STREET FIN |
| WELLS FARGO CO NEW | 5980 | 557140 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 920 | 555085 | UTSER1 S&PDCRP |
| ISHARES TR | 3842 | 543540 | MSCI ACWI ETF |
| ISHARES TR | 6049 | 541143 | CORE MSCI EAFE |
| INTUIT | 813 | 538302 | COM |
| INVESCO ACTIVELY MANAGED EXC | 10616 | 532497 | AAA CLO FLTNG RT |
| INVESCO DB MULTI-SECTOR COMM | 30291 | 529037 | ENERGY FD |
| VANGUARD SCOTTSDALE FDS | 1707 | 527595 | VNG RUS1000IDX |
| SOLSTICE ADVANCED MATLS INC | 10831 | 526170 | COM SHS |
| VANECK ETF TRUST | 11038 | 520552 | INTRMDT MUNI ETF |
| ISHARES TR | 26112 | 518198 | IBOND DEC 2030 |
| NEOS ETF TRUST | 9799 | 514757 | NEOS S&P 500 HI |
| NUVEEN S&P 500 BUY-WRITE INC | 34991 | 514368 | COM |
| CAMECO CORP | 5618 | 514021 | COM |
| ABRDN PALLADIUM ETF TRUST | 3534 | 513773 | PHYSICAL PALLADM |
| CORNING INC | 5847 | 512001 | COM |
| ENBRIDGE INC | 10686 | 511113 | COM |
| INVESCO EXCH TRD SLF IDX FD | 19562 | 510669 | BULLETSHS 2030 |
| FIDELITY COVINGTON TRUST | 2272 | 510486 | MSCI INFO TECH I |
| INVESCO EXCH TRD SLF IDX FD | 24694 | 508699 | INVSCO BLSH 28 |
| CORTEVA INC | 7568 | 507285 | COM |
| ISHARES TR | 22171 | 507154 | IBONDS 26 TRM TS |
| ISHARES TR | 2499 | 496370 | MSCI USA QLT FCT |
| ISHARES SILVER TR | 7665 | 493805 | ISHARES |
| VERTIV HOLDINGS CO | 3039 | 492338 | COM CL A |
| FIRST TR EXCHANGE-TRADED FD | 10580 | 487537 | SHS |
| ZIONS BANCORPORATION N A | 8307 | 486321 | COM |
| VANECK ETF TRUST | 6533 | 482893 | RARE EARTH AND S |
| GRAYSCALE BITCOIN TRUST ETF | 7032 | 480701 | SHS REP COM UT |
| SPDR INDEX SHS FDS | 10725 | 476282 | PORTFOLIO DEVLPD |
| MEDTRONIC PLC | 4933 | 473868 | SHS |
| ISHARES TR | 11662 | 460071 | INTL SEL DIV ETF |
| 3M CO | 2844 | 455324 | COM |
| VANECK ETF TRUST | 1257 | 452599 | SEMICONDUCTR ETF |
| ARES MANAGEMENT CORPORATION | 2772 | 448055 | CL A COM STK |
| ISHARES TR | 4850 | 445564 | RUS TP200 VL ETF |
| AVANTOR INC | 38819 | 444866 | COM |
| MICRON TECHNOLOGY INC | 1553 | 442687 | COM |
| DUPONT DE NEMOURS INC | 10962 | 440676 | COM |
| ISHARES INC | 9920 | 439194 | ASIA/PAC DIV ETF |
| EATON CORP PLC | 1361 | 433574 | SHS |
| ISHARES TR | 4548 | 427052 | U.S. REAL ES ETF |
| GRAYSCALE ETHEREUM TRUST ETF | 17461 | 425525 | SHS |
| DUOLINGO INC | 2424 | 425366 | CL A COM |
| VANGUARD SCOTTSDALE FDS | 5415 | 420421 | TOTAL CORP BND |
| QNITY ELECTRONICS INC | 5096 | 416124 | COMMON STOCK |
| VANGUARD SCOTTSDALE FDS | 8733 | 411161 | MTG-BKD SECS ETF |
| CME GROUP INC | 1503 | 410509 | COM |
| ISHARES TR | 10779 | 410150 | MSCI INTL VLU FT |
| VANGUARD BD INDEX FDS | 5875 | 408436 | LONG TERM BOND |
| MORGAN STANLEY | 2298 | 408030 | COM NEW |
| VANGUARD BD INDEX FDS | 5225 | 406934 | INTERMED TERM |
| FEDEX CORP | 1399 | 404066 | COM |
| MONDELEZ INTL INC | 7495 | 403435 | CL A |
| J P MORGAN EXCHANGE TRADED F | 6111 | 402771 | BETABULDRS JAPAN |
| STARWOOD PPTY TR INC | 22341 | 402361 | COM |
| CONOCOPHILLIPS | 4284 | 401047 | COM |
| UNITEDHEALTH GROUP INC | 1204 | 397589 | COM |
| ISHARES TR | 17129 | 395262 | IBONDS DEC 2032 |
| ISHARES TR | 15524 | 394786 | IBONDS DEC 2029 |
| LOWES COS INC | 1638 | 394668 | COM |
| KRAFT HEINZ CO | 16228 | 393529 | COM |
| WISDOMTREE TR | 7613 | 392853 | US MIDCAP DIVID |
| ISHARES ETHEREUM TR | 17403 | 390357 | SHS |
| ISHARES TR | 3421 | 389033 | SP SMCP600VL ETF |
| ISHARES TR | 3486 | 383948 | TRUST ISHARE 0-1 |
| VANGUARD SCOTTSDALE FDS | 3143 | 382639 | VNG RUS1000GRW |
| VANGUARD INTL EQUITY INDEX F | 5195 | 382160 | ALLWRLD EX US |
| GLACIER BANCORP INC NEW | 8376 | 368946 | COM |
| LINDE PLC | 853 | 363816 | SHS |
| ISHARES TR | 2002 | 362867 | RUS 2000 VAL ETF |
| ONEOK INC NEW | 4904 | 360410 | COM |
| L3HARRIS TECHNOLOGIES INC | 1221 | 358381 | COM |
| VANGUARD ADMIRAL FDS INC | 1743 | 357125 | 500 VAL IDX FD |
| SELECT SECTOR SPDR TR | 3031 | 356779 | STATE STREET COM |
| J P MORGAN EXCHANGE TRADED F | 7469 | 355201 | SHORT DURA CORE |
| NUVEEN DOW 30 DYNMC OVERWRT | 23000 | 350980 | SHS |
| FREEPORT-MCMORAN INC | 6838 | 347297 | CL B |
| ISHARES TR | 13845 | 345433 | GLOBAL REIT ETF |
| OMNICOM GROUP INC | 4261 | 344076 | COM |
| INVESCO EXCHANGE TRADED FD T | 7330 | 343920 | RAFI US 1000 ETF |
| REALTY INCOME CORP | 6088 | 343174 | COM |
| GENERAL DYNAMICS CORP | 1019 | 343152 | COM |
| ISHARES TR | 8271 | 342089 | HDG MSCI EAFE |
| EOG RES INC | 3203 | 336360 | COM |
| VANGUARD INDEX FDS | 1603 | 335297 | EXTEND MKT ETF |
| GENERAL MTRS CO | 4105 | 333806 | COM |
| ISHARES U S ETF TR | 3841 | 331094 | IT RT HDG HGYL |
| GRAYSCALE ETHEREUM MINI TR E | 11750 | 329709 | SHS NEW |
| ISHARES TR | 7848 | 329057 | GLOBAL ENERG ETF |
| DTE ENERGY CO | 2539 | 327433 | COM |
| SOUTHERN COPPER CORP | 2267 | 325211 | COM |
| EVERSOURCE ENERGY | 4810 | 323831 | COM |
| ISHARES TR | 6720 | 323746 | FUTURE AI & TECH |
| SHOPIFY INC | 1965 | 316313 | CL A SUB VTG SHS |
| NOVO-NORDISK A S | 6105 | 310599 | ADR |
| ISHARES TR | 960 | 310183 | RUS 2000 GRW ETF |
| ENVELA CORP | 23070 | 308677 | COM |
| SYSCO CORP | 4185 | 308411 | COM |
| SCHWAB STRATEGIC TR | 13175 | 307901 | US AGGREGATE B |
| INTERACTIVE BROKERS GROUP IN | 4755 | 305810 | COM CL A |
| VANECK ETF TRUST | 12000 | 305760 | IG FLOATING RATE |
| INVESCO CURRENCYSHARES JAPAN | 5187 | 304321 | JAPANESE YEN |
| NIKE INC | 4769 | 303806 | CL B |
| INVESCO EXCH TRADED FD TR II | 13032 | 302212 | NATL AMT MUNI |
| BRITISH AMERN TOB PLC | 5149 | 291536 | SPONSORED ADR |
| TORONTO DOMINION BK ONT | 3081 | 290230 | COM NEW |
| TEXAS INSTRS INC | 1656 | 287048 | COM |
| VANGUARD WORLD FD | 995 | 286501 | HEALTH CAR ETF |
| SELECT SECTOR SPDR TR | 1829 | 283763 | STATE STREET IND |
| AMERICAN FINL GROUP INC OHIO | 2066 | 282381 | COM |
| ISHARES TR | 1405 | 280513 | U.S. TECH ETF |
| METLIFE INC | 3468 | 273764 | COM |
| SEI INVTS CO | 3336 | 273588 | COM |
| EVERGY INC | 3770 | 273289 | COM |
| INVESCO EXCHANGE TRADED FD T | 1418 | 271625 | S&P500 EQL WGT |
| INVESCO EXCHANGE TRADED FD T | 1711 | 267957 | AEROSPACE DEFN |
| GRAYSCALE BITCOIN MINI TR ET | 6880 | 266461 | SHS NEW |
| SELECT SECTOR SPDR TR | 1718 | 265905 | STATE STREET HEA |
| ATMOS ENERGY CORP | 1576 | 264245 | COM |
| ISHARES TR | 4951 | 260895 | HDG MSCI JAPAN |
| WISDOMTREE TR | 6153 | 260665 | INDIA HEDGED EQU |
| WISDOMTREE TR | 5577 | 259011 | US HGH YLD CORP |
| SCHWAB STRATEGIC TR | 8689 | 257295 | US LCAP VA ETF |
| DOW INC | 10979 | 256686 | COM |
| ISHARES TR | 9980 | 255234 | IBONDS DEC 28 |
| FIRST TR EXCHANGE-TRADED FD | 5681 | 253324 | NAS CLNEDG GREEN |
| CLOROX CO DEL | 2482 | 250210 | COM |
| SIMON PPTY GROUP INC NEW | 1331 | 246422 | COM |
| PURE CYCLE CORP | 22300 | 245077 | COM NEW |
| US BANCORP DEL | 4590 | 244924 | COM NEW |
| SIMPLIFY EXCHANGE TRADED FUN | 10332 | 244920 | TREASURY OPT INC |
| KINDER MORGAN INC DEL | 8888 | 244327 | COM |
| ISHARES TR | 4451 | 243519 | MSCI EMG MKT ETF |
| SS&C TECHNOLOGIES HLDGS INC | 2670 | 233439 | COM |
| ASE TECHNOLOGY HLDG CO LTD | 14341 | 230884 | SPONSORED ADS |
| ONEMAIN HLDGS INC | 3414 | 230589 | COM |
| ANTERO MIDSTREAM CORP | 12865 | 228868 | COM |
| STIFEL FINL CORP | 1818 | 227653 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 2981 | 227271 | SHS |
| VANECK ETF TRUST | 4429 | 226410 | HIGH YLD MUNIETF |
| AGNICO EAGLE MINES LTD | 1331 | 225644 | COM |
| INTUITIVE SURGICAL INC | 397 | 224681 | COM NEW |
| ISHARES TR | 1626 | 222731 | RUS MD CP GR ETF |
| JANUS HENDERSON GROUP PLC | 4571 | 217432 | ORD SHS |
| CARDINAL HEALTH INC | 1056 | 217020 | COM |
| DOMINION ENERGY INC | 3699 | 216744 | COM |
| DISNEY WALT CO | 1886 | 214622 | COM |
| FLUSHING FINL CORP | 13961 | 211788 | COM |
| FORD MTR CO | 16088 | 211077 | COM |
| PAYPAL HLDGS INC | 3564 | 208080 | COM |
| ISHARES TR | 1521 | 207971 | MSCI USA VALUE |
| BUNGE GLOBAL SA | 2327 | 207273 | COM SHS |
| GE VERNOVA INC | 317 | 207243 | COM |
| FIDELITY MERRIMACK STR TR | 4469 | 205758 | TOTAL BD ETF |
| NEXTERA ENERGY INC | 2544 | 204170 | COM |
| BLUE OWL TECHNOLOGY FIN CORP | 13913 | 202291 | COMMON STOCK |
| APPLIED MATLS INC | 787 | 202278 | COM |
| GOLDMAN SACHS ETF TR | 4664 | 200266 | ACTIVEBETA INT |
| MITSUBISHI UFJ FINL GROUP IN | 10509 | 166673 | SPONSORED ADS |
| AUTHID INC | 173302 | 151587 | COM |
| UNITED MICROELECTRONICS CORP | 14948 | 117491 | SPON ADR NEW |
| HALEON PLC | 10996 | 111170 | SPON ADS |
| MELCO RESORTS AND ENTMNT LTD | 12000 | 90840 | ADR |
| GRAB HOLDINGS LIMITED | 17769 | 88667 | CLASS A ORD |
| UNITED STATES ANTIMONY CORP | 16939 | 85034 | COM |
| AMBEV SA | 33174 | 81940 | SPONSORED ADR |
| FATE THERAPEUTICS INC | 70439 | 69213 | COM |
| WIPRO LTD | 16756 | 47587 | SPON ADR 1 SH |
| PROFUSA INC | 149092 | 15625 | COM |
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