Lido Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Lido Advisors, LLC held in its portfolio 500 assets valued at $33,450,468,161 (i.e. $33.45B).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($9.17B), APPLE INC ($1.37B), and INVESCO EXCH TRD SLF IDX FD ($1.32B).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lido Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 13504732 | 9167287290 | TR UNIT |
| APPLE INC | 5257027 | 1366379610 | COM |
| INVESCO EXCH TRD SLF IDX FD | 66837029 | 1317508030 | BULSHS 2027 CB |
| MICROSOFT CORP | 2256054 | 1143828036 | COM |
| NVIDIA CORPORATION | 6058821 | 1130367087 | COM |
| INVESCO EXCH TRD SLF IDX FD | 57579520 | 1126358977 | BULSHS 2026 CB |
| FIDELITY COVINGTON TRUST | 2100187 | 466743884 | MSCI INFO TECH I |
| ISHARES TR | 3788440 | 459648976 | S&P 500 GRWT ETF |
| AMAZON COM INC | 2012429 | 448454412 | COM |
| ISHARES TR | 1862991 | 386816878 | S&P 500 VAL ETF |
| INVESCO QQQ TR | 627194 | 380750251 | UNIT SER 1 |
| ALPHABET INC | 1226138 | 326279583 | CAP STK CL A |
| VANGUARD INDEX FDS | 515116 | 318812462 | S&P 500 ETF SHS |
| ISHARES TR | 456687 | 310022275 | CORE S&P500 ETF |
| BROADCOM INC | 887103 | 297238804 | COM |
| ISHARES TR | 1787650 | 264664094 | CORE S&P TTL STK |
| META PLATFORMS INC | 303398 | 216462391 | CL A |
| ALPHABET INC | 827659 | 215901558 | CAP STK CL C |
| FIDELITY COVINGTON TRUST | 2707625 | 206780950 | MSCI FINLS IDX |
| TESLA INC | 453939 | 202719947 | COM |
| SPDR SERIES TRUST | 3219147 | 196888901 | STATE STREET SPD |
| JPMORGAN CHASE & CO. | 605550 | 192246102 | COM |
| ISHARES TR | 375880 | 176770728 | RUS 1000 GRW ETF |
| ISHARES TR | 6746226 | 171220131 | LARGE CAP 10 |
| ISHARES TR | 1927256 | 170733902 | CORE MSCI EAFE |
| BERKSHIRE HATHAWAY INC DEL | 332231 | 167018011 | CL B NEW |
| FIDELITY COVINGTON TRUST | 1484096 | 152639204 | MSCI CONSM DIS |
| VANGUARD WORLD FD | 201308 | 151113703 | INF TECH ETF |
| VANGUARD INDEX FDS | 451913 | 148984637 | TOTAL STK MKT |
| FIDELITY COVINGTON TRUST | 2065170 | 146681728 | MSCI COMMNTN SVC |
| FIDELITY COVINGTON TRUST | 1738386 | 142468353 | MSCI INDL INDX |
| FIDELITY COVINGTON TRUST | 2032746 | 136394451 | MSCI HLTH CARE I |
| INVESCO EXCH TRD SLF IDX FD | 7850122 | 132693162 | INVSCO 30 CORP |
| ISHARES TR | 459007 | 127064550 | RUS TP200 GR ETF |
| PALANTIR TECHNOLOGIES INC | 686698 | 123836953 | CL A |
| INVESCO EXCH TRD SLF IDX FD | 6386183 | 120138831 | BULETSHS 2029 |
| ELI LILLY & CO | 137175 | 119811052 | COM |
| NETFLIX INC | 271993 | 117861667 | COM |
| INVESCO EXCH TRD SLF IDX FD | 5342067 | 109900718 | INVSCO BLSH 28 |
| COSTCO WHSL CORP NEW | 118372 | 107025525 | COM |
| ISHARES TR | 275736 | 106397267 | RUSSELL 3000 ETF |
| INNOVATOR ETFS TRUST | 2196880 | 105406302 | US EQT BUFR APR |
| SPDR GOLD TR | 292212 | 105134951 | GOLD SHS |
| ISHARES TR | 281876 | 105053783 | RUS 1000 ETF |
| WALMART INC | 980918 | 103830439 | COM |
| SCHWAB STRATEGIC TR | 3173962 | 102129258 | US LCAP GR ETF |
| VANGUARD INDEX FDS | 528818 | 100821429 | VALUE ETF |
| ABBVIE INC | 429831 | 99365151 | COM |
| HOME DEPOT INC | 240358 | 94192154 | COM |
| EXXON MOBIL CORP | 793576 | 90970934 | COM |
| ISHARES TR | 973669 | 89332313 | RUS TP200 VL ETF |
| VISA INC | 258342 | 88846981 | COM CL A |
| VANGUARD INDEX FDS | 181934 | 88605769 | GROWTH ETF |
| GOLDMAN SACHS GROUP INC | 108319 | 87152306 | COM |
| ISHARES TR | 885351 | 85268177 | RUS MID CAP ETF |
| ORACLE CORP | 335248 | 85052209 | COM |
| JOHNSON & JOHNSON | 405816 | 78056299 | COM |
| UNITEDHEALTH GROUP INC | 224587 | 76711515 | COM |
| VANGUARD TAX-MANAGED FDS | 1249933 | 76119921 | VAN FTSE DEV MKT |
| ISHARES TR | 629273 | 75427068 | CORE S&P SCP ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 260937 | 73748874 | SPONSORED ADS |
| INVESCO EXCHANGE TRADED FD T | 1250287 | 72576688 | S&P 500 TOP 50 |
| ISHARES TR | 870803 | 72236946 | 1 3 YR TREAS BD |
| J P MORGAN EXCHANGE TRADED F | 1410553 | 71376972 | ULTRA SHRT ETF |
| ISHARES TR | 285448 | 69850445 | RUSSELL 2000 ETF |
| FIDELITY COVINGTON TRUST | 1341891 | 66857487 | CONSMR STAPLES |
| ISHARES TR | 382370 | 65208095 | RUS TOP 200 ETF |
| MASTERCARD INCORPORATED | 111988 | 63758377 | CL A |
| PALO ALTO NETWORKS INC | 314130 | 62925143 | COM |
| ISHARES TR | 2419267 | 61723019 | IBDS DEC28 ETF |
| LAM RESEARCH CORP | 426376 | 60811093 | COM NEW |
| ISHARES TR | 922125 | 60560827 | CORE S&P MCP ETF |
| ISHARES TR | 599725 | 60085685 | CORE US AGGBD ET |
| VANGUARD INDEX FDS | 190217 | 59740868 | LARGE CAP ETF |
| SELECT SECTOR SPDR TR | 290426 | 58859632 | STATE STREET TEC |
| EATON CORP PLC | 161099 | 57432443 | SHS |
| ISHARES INC | 858927 | 57273333 | CORE MSCI EMKT |
| WISDOMTREE TR | 830502 | 57254934 | US LARGECAP FUND |
| APPLIED MATLS INC | 256914 | 56095711 | COM |
| WISDOMTREE TR | 629592 | 56010520 | US QTLY DIV GRT |
| MCKESSON CORP | 71404 | 55738905 | COM |
| WISDOMTREE TR | 1093583 | 54974459 | FLOATNG RAT TREA |
| RTX CORPORATION | 303196 | 51706264 | COM |
| SCHWAB CHARLES CORP | 532875 | 51124939 | COM |
| CISCO SYS INC | 684609 | 48662726 | COM |
| MICRON TECHNOLOGY INC | 215632 | 48420794 | COM |
| SALESFORCE INC | 191553 | 47146723 | COM |
| ISHARES TR | 336645 | 46863872 | MSCI ACWI ETF |
| CATERPILLAR INC | 93859 | 46424721 | COM |
| ESSEX PPTY TR INC | 170572 | 46085999 | COM |
| ALTRIA GROUP INC | 685400 | 45727332 | COM |
| VANGUARD SCOTTSDALE FDS | 357676 | 43478025 | VNG RUS1000GRW |
| VANGUARD WORLD FD | 105317 | 43381502 | MEGA GRWTH IND |
| FIDELITY COVINGTON TRUST | 1717024 | 42445747 | MSCI ENERGY IDX |
| MORGAN STANLEY | 255519 | 42422191 | COM NEW |
| VANGUARD WORLD FD | 320865 | 42405658 | FINANCIALS ETF |
| ISHARES TR | 300540 | 42330290 | RUS MDCP VAL ETF |
| ADOBE INC | 118485 | 41732827 | COM |
| VANGUARD INDEX FDS | 140809 | 41253741 | MID CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 765445 | 41245929 | FTSE EMR MKT ETF |
| INNOVATOR ETFS TRUST | 1059239 | 40960137 | US EQUITY ACCELE |
| ANALOG DEVICES INC | 164277 | 40844961 | COM |
| BLACKROCK INC | 36446 | 40785593 | COM |
| J P MORGAN EXCHANGE TRADED F | 505494 | 40580324 | JPMORGAN INTL VL |
| PROCTER AND GAMBLE CO | 265931 | 39974414 | COM |
| WISDOMTREE TR | 763591 | 39912984 | US MULTIFACTOR |
| ISHARES TR | 153067 | 39253084 | MSCI USA MMENTM |
| MCDONALDS CORP | 126880 | 38642978 | COM |
| QUANTA SVCS INC | 92017 | 38397800 | COM |
| SERVICENOW INC | 114231 | 37907802 | COM |
| ISHARES TR | 182339 | 37837986 | RUS 1000 VAL ETF |
| INNOVATOR ETFS TRUST | 866879 | 37642283 | US EQTY PWR BUF |
| FIDELITY COVINGTON TRUST | 1337397 | 37180500 | MSCI RL EST ETF |
| AMERICAN EXPRESS CO | 107705 | 37176442 | COM |
| VANGUARD INDEX FDS | 144446 | 37019488 | SMALL CP ETF |
| VANGUARD WHITEHALL FDS | 260827 | 36875193 | HIGH DIV YLD |
| CHEVRON CORP NEW | 238148 | 36785239 | COM |
| KLA CORP | 31460 | 36596494 | COM NEW |
| MERCK & CO INC | 371773 | 35096262 | COM |
| QUALCOMM INC | 208817 | 34974784 | COM |
| ABBOTT LABS | 263603 | 34783646 | COM |
| L3HARRIS TECHNOLOGIES INC | 112106 | 34184884 | COM |
| DEERE & CO | 73676 | 33909221 | COM |
| INTUITIVE SURGICAL INC | 66267 | 33747509 | COM NEW |
| FIDELITY COVINGTON TRUST | 597631 | 33729234 | MSCI UTILS INDEX |
| ISHARES TR | 1425001 | 33427210 | IBONDS DEC 29 |
| VANGUARD WORLD FD | 173772 | 33103968 | COMM SRVC ETF |
| SCHWAB STRATEGIC TR | 1200142 | 32845396 | US DIVIDEND EQ |
| VANGUARD WORLD FD | 83006 | 32803869 | CONSUM DIS ETF |
| SPDR S&P MIDCAP 400 ETF TR | 54534 | 32747337 | UTSER1 S&PDCRP |
| FIDELITY COVINGTON TRUST | 624191 | 32741520 | MSCI MATLS INDEX |
| ARISTA NETWORKS INC | 228139 | 32336308 | COM SHS |
| VANGUARD WORLD FD | 116660 | 31771254 | HEALTH CAR ETF |
| INTERNATIONAL BUSINESS MACHS | 110813 | 31754026 | COM |
| VANGUARD SCOTTSDALE FDS | 321648 | 31623546 | VNG RUS2000IDX |
| VANGUARD INDEX FDS | 149857 | 31370840 | EXTEND MKT ETF |
| ISHARES TR | 327665 | 31051791 | MSCI EAFE ETF |
| VANGUARD WORLD FD | 102937 | 30590472 | INDUSTRIAL ETF |
| ISHARES TR | 235458 | 30390036 | EXPND TEC SC ETF |
| CONOCOPHILLIPS | 319287 | 30151607 | COM |
| ZIMMER BIOMET HOLDINGS INC | 307251 | 30016206 | COM |
| VANGUARD SCOTTSDALE FDS | 323518 | 29767694 | VNG RUS1000VAL |
| EMERSON ELEC CO | 225450 | 29745291 | COM |
| GLOBAL X FDS | 1525258 | 29621249 | US PFD ETF |
| GE AEROSPACE | 95350 | 28913283 | COM NEW |
| WISDOMTREE TR | 312199 | 28413319 | WISDOMTREE US VA |
| GENERAL DYNAMICS CORP | 83469 | 28348855 | COM |
| ISHARES TR | 204291 | 28342866 | RUS MD CP GR ETF |
| DOMINOS PIZZA INC | 65616 | 28263914 | COM |
| ISHARES TR | 389839 | 27784154 | EAFE VALUE ETF |
| ISHARES TR | 287486 | 27607318 | S&P MC 400GR ETF |
| GE VERNOVA INC | 44129 | 27432935 | COM |
| AMERICAN TOWER CORP NEW | 142512 | 27251568 | COM |
| TJX COS INC NEW | 182661 | 26650979 | COM |
| VANGUARD SCOTTSDALE FDS | 447410 | 26278217 | SHORT TERM TREAS |
| ISHARES TR | 274347 | 26094893 | MSCI USA MIN VOL |
| T-MOBILE US INC | 111149 | 25650649 | COM |
| AMGEN INC | 82740 | 25627026 | COM |
| INTERCONTINENTAL EXCHANGE IN | 153258 | 25550775 | COM |
| ROBINHOOD MKTS INC | 204762 | 25543440 | COM CL A |
| INVESCO EXCHANGE TRADED FD T | 132974 | 25351728 | S&P500 EQL WGT |
| SELECT SECTOR SPDR TR | 461047 | 24892220 | STATE STREET UTI |
| TARGET CORP | 272685 | 24672805 | COM |
| BANK AMERICA CORP | 467968 | 24598832 | COM |
| HONEYWELL INTL INC | 119409 | 24204489 | COM |
| DISNEY WALT CO | 211771 | 24198012 | COM |
| VANGUARD INTL EQUITY INDEX F | 173782 | 24009215 | TT WRLD ST ETF |
| NEXTERA ENERGY INC | 314357 | 23979974 | COM |
| THERMO FISHER SCIENTIFIC INC | 45794 | 23934355 | COM |
| ISHARES TR | 210089 | 23933306 | EAFE GRWTH ETF |
| J P MORGAN EXCHANGE TRADED F | 403182 | 23031632 | EQUITY PREMIUM |
| WELLS FARGO CO NEW | 265339 | 22984953 | COM |
| INTUIT | 33573 | 22815764 | COM |
| VANGUARD SPECIALIZED FUNDS | 103813 | 22534674 | DIV APP ETF |
| ISHARES TR | 115409 | 22452841 | MSCI USA QLT FCT |
| ADVANCED MICRO DEVICES INC | 125740 | 22284732 | COM |
| VERTEX PHARMACEUTICALS INC | 53897 | 22225473 | COM |
| COCA COLA CO | 327008 | 22068475 | COM |
| ISHARES TR | 216088 | 21758590 | 0-3 MNTH TREASRY |
| ACCENTURE PLC IRELAND | 86539 | 21749803 | SHS CLASS A |
| VANECK ETF TRUST | 65110 | 21667406 | SEMICONDUCTR ETF |
| PHILIP MORRIS INTL INC | 133747 | 21621032 | COM |
| UBER TECHNOLOGIES INC | 235609 | 21505622 | COM |
| ISHARES TR | 164394 | 21380754 | S&P MC 400VL ETF |
| AMPHENOL CORP NEW | 165937 | 21327789 | CL A |
| LOCKHEED MARTIN CORP | 43033 | 21153515 | COM |
| DANAHER CORPORATION | 100914 | 20919311 | COM |
| HUNT J B TRANS SVCS INC | 153333 | 20830780 | COM |
| SCHWAB STRATEGIC TR | 798969 | 20767356 | US BRD MKT ETF |
| STARBUCKS CORP | 244305 | 20626961 | COM |
| ISHARES TR | 184848 | 20457924 | TIPS BD ETF |
| TEXAS INSTRS INC | 111243 | 20223891 | COM |
| ISHARES BITCOIN TRUST ETF | 347172 | 20216411 | SHS BEN INT |
| ISHARES TR | 157150 | 19652620 | MSCI USA VALUE |
| VALERO ENERGY CORP | 118064 | 19627286 | COM |
| CHUBB LIMITED | 67207 | 19406902 | COM |
| VANGUARD INTL EQUITY INDEX F | 270676 | 19385852 | ALLWRLD EX US |
| STRYKER CORPORATION | 52426 | 19300665 | COM |
| WISDOMTREE TR | 442906 | 19282074 | DYNAMIC INTL EQT |
| ISHARES TR | 352897 | 19083196 | ISHS 5-10YR INVT |
| CULLEN FROST BANKERS INC | 149882 | 19000048 | COM |
| RBB FD INC | 369252 | 18956378 | F/M 3 YEAR INVES |
| SBA COMMUNICATIONS CORP NEW | 97836 | 18919454 | CL A |
| SHOPIFY INC | 122401 | 18888290 | CL A SUB VTG SHS |
| RBB FD INC | 365824 | 18842098 | F M 10 YEAR INVE |
| ISHARES TR | 212385 | 18744148 | 20 YR TR BD ETF |
| PEPSICO INC | 132010 | 18642967 | COM |
| BLACKSTONE INC | 112198 | 18565992 | COM |
| GLACIER BANCORP INC NEW | 419576 | 18538576 | COM |
| NVENT ELECTRIC PLC | 187571 | 18526549 | SHS |
| ISHARES INC | 229307 | 18409718 | MSCI JAPAN ETF |
| SSGA ACTIVE TR | 733245 | 18361497 | STATE STREET MY |
| SELECT SECTOR SPDR TR | 337943 | 18322309 | STATE STREET FIN |
| AUTOMATIC DATA PROCESSING IN | 64641 | 18194833 | COM |
| GOLDMAN SACHS ETF TR | 138528 | 18050086 | ACTIVEBETA US LG |
| J P MORGAN EXCHANGE TRADED F | 357403 | 18046174 | MUNICIPAL ETF |
| SHERWIN WILLIAMS CO | 53205 | 18002639 | COM |
| ISHARES TR | 149425 | 17835209 | 3 7 YR TREAS BD |
| ISHARES TR | 109914 | 17672138 | MSCI USA SZE FT |
| GLOBAL X FDS | 343011 | 17376516 | ARTIFICIAL ETF |
| INVESCO EXCH TRADED FD TR II | 231649 | 17003576 | S&P500 LOW VOL |
| GLOBAL X FDS | 458765 | 16617386 | RBTCS ARTFL INTE |
| VANGUARD SCOTTSDALE FDS | 352908 | 16614761 | MTG-BKD SECS ETF |
| BOOKING HOLDINGS INC | 3047 | 16416937 | COM |
| MONSTER BEVERAGE CORP NEW | 221676 | 16397691 | COM |
| VANGUARD BD INDEX FDS | 209032 | 16282392 | INTERMED TERM |
| LINDE PLC | 35227 | 16215441 | SHS |
| VANGUARD WORLD FD | 75910 | 16155039 | CONSUM STP ETF |
| SCHWAB STRATEGIC TR | 690664 | 16115709 | INTL EQTY ETF |
| ISHARES TR | 113206 | 16052968 | SELECT DIVID ETF |
| ALIBABA GROUP HLDG LTD | 95668 | 16038405 | SPONSORED ADS |
| ASML HOLDING N V | 15925 | 16035005 | N Y REGISTRY SHS |
| CHENIERE ENERGY INC | 71297 | 15831044 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 212630 | 15584228 | S&P500 QUALITY |
| INVESCO EXCH TRADED FD TR II | 60708 | 15341827 | NASDAQ 100 ETF |
| UNION PAC CORP | 64562 | 15175791 | COM |
| ISHARES TR | 712060 | 15096192 | IBONDS DEC 2031 |
| MARSH & MCLENNAN COS INC | 76135 | 14983154 | COM |
| GILEAD SCIENCES INC | 126664 | 14919821 | COM |
| SELECT SECTOR SPDR TR | 111107 | 14873693 | STATE STREET CON |
| UNITED RENTALS INC | 15801 | 14807505 | COM |
| ISHARES TR | 138638 | 14797715 | NATIONAL MUN ETF |
| BOEING CO | 67859 | 14661909 | COM |
| VERIZON COMMUNICATIONS INC | 340903 | 14601899 | COM |
| PERMIAN RESOURCES CORP | 1111722 | 14571699 | CLASS A COM |
| VANECK ETF TRUST | 170264 | 14497307 | GOLD MINERS ETF |
| J P MORGAN EXCHANGE TRADED F | 283816 | 14458614 | ULTRA SHT MUNCPL |
| VANGUARD WORLD FD | 69327 | 14335521 | MATERIALS ETF |
| ISHARES TR | 245358 | 14291601 | CRE U S REIT ETF |
| BOSTON SCIENTIFIC CORP | 146782 | 14264626 | COM |
| KKR & CO INC | 109987 | 14194881 | COM |
| S&P GLOBAL INC | 28427 | 14193427 | COM |
| VANGUARD INDEX FDS | 156007 | 14189819 | REAL ESTATE ETF |
| ROPER TECHNOLOGIES INC | 29478 | 14084100 | COM |
| ISHARES TR | 340828 | 14069960 | HDG MSCI EAFE |
| WISDOMTREE TR | 268536 | 14044493 | US MIDCAP DIVID |
| J P MORGAN EXCHANGE TRADED F | 293958 | 13988631 | ACTIVEBLDRS EMER |
| GRAYSCALE BITCOIN TRUST ETF | 159795 | 13938607 | SHS REP COM UT |
| INTEL CORP | 395613 | 13877746 | COM |
| TEXAS PACIFIC LAND CORPORATI | 19732 | 13873107 | COM |
| FIDELITY COVINGTON TRUST | 243807 | 13708866 | HIGH DIVID ETF |
| AT&T INC | 510680 | 13636627 | COM |
| FORTINET INC | 163522 | 13612952 | COM |
| ISHARES INC | 73421 | 13501783 | MSCI WORLD ETF |
| VANGUARD MUN BD FDS | 264039 | 13224867 | TAX EXEMPT BD |
| CROWDSTRIKE HLDGS INC | 27324 | 13185194 | CL A |
| VANGUARD WORLD FD | 70379 | 13166812 | UTILITIES ETF |
| WELLTOWER INC | 71555 | 12950776 | COM |
| SELECT SECTOR SPDR TR | 86947 | 12830401 | STATE STREET HEA |
| NOVO-NORDISK A S | 230703 | 12796444 | ADR |
| CORNING INC | 152522 | 12792938 | COM |
| CITIGROUP INC | 120725 | 12779599 | COM NEW |
| PROLOGIS INC. | 106446 | 12771596 | COM |
| SCHWAB STRATEGIC TR | 450761 | 12770348 | US SML CAP ETF |
| NORTHROP GRUMMAN CORP | 21112 | 12694889 | COM |
| ISHARES TR | 233241 | 12661369 | MSCI EMG MKT ETF |
| RBB FD INC | 252419 | 12620418 | US TREAS 3 MNTH |
| THE CIGNA GROUP | 44525 | 12588530 | COM |
| WISDOMTREE TR | 251328 | 12561426 | US S CAP QTY DIV |
| ARES CAPITAL CORP | 616960 | 12537905 | COM |
| LOWES COS INC | 49641 | 12265731 | COM |
| ISHARES TR | 187718 | 12227338 | MSCI ACWI EX US |
| HOWMET AEROSPACE INC | 61043 | 12216502 | COM |
| ISHARES TR | 61361 | 12052934 | U.S. TECH ETF |
| VANGUARD INTL EQUITY INDEX F | 83604 | 11982231 | FTSE SMCAP ETF |
| APPLOVIN CORP | 17339 | 11900449 | COM CL A |
| VANGUARD BD INDEX FDS | 159724 | 11875756 | TOTAL BND MRKT |
| ISHARES TR | 102203 | 11751554 | EXPANDED TECH |
| PIMCO ETF TR | 224400 | 11747607 | INTER MUN BD ACT |
| 3M CO | 74349 | 11705318 | COM |
| AUTODESK INC | 37360 | 11499708 | COM |
| ECOLAB INC | 42524 | 11494925 | COM |
| PFIZER INC | 449675 | 11381147 | COM |
| INNOVATOR ETFS TRUST | 278558 | 11333947 | US EQT ACCEL PLS |
| ISHARES TR | 101528 | 11247499 | SP SMCP600VL ETF |
| ASTRAZENECA PLC | 131762 | 10966144 | SPONSORED ADR |
| ISHARES TR | 257197 | 10832333 | MSCI UK ETF NEW |
| AIRBNB INC | 83203 | 10700109 | COM CL A |
| ISHARES TR | 73897 | 10454907 | S&P SML 600 GWT |
| PROSHARES TR | 108693 | 10208598 | PSHS ULT S&P 500 |
| INVESCO EXCH TRD SLF IDX FD | 609442 | 10174622 | BULETSHS 2031 CP |
| SELECT SECTOR SPDR TR | 65816 | 10169243 | STATE STREET IND |
| CARDINAL HEALTH INC | 57519 | 10166485 | COM |
| SPDR DOW JONES INDL AVERAGE | 21297 | 10058135 | UT SER 1 |
| US BANCORP DEL | 189542 | 9894595 | COM NEW |
| RBB FD INC | 186061 | 9764544 | F/M HIGH YIELD |
| ISHARES TR | 379673 | 9741667 | IBONDS DEC 26 |
| ROCKET LAB CORP | 165965 | 9670497 | COM |
| MOODYS CORP | 19536 | 9665323 | COM |
| MOTOROLA SOLUTIONS INC | 22475 | 9574234 | COM NEW |
| ISHARES TR | 145087 | 9493453 | MSCI CHINA ETF |
| ISHARES TR | 77606 | 9487192 | CORE HIGH DV ETF |
| ISHARES TR | 367947 | 9371810 | IBONDS DEC 27 |
| SCHWAB STRATEGIC TR | 344030 | 9150352 | US LRG CAP ETF |
| MERCADOLIBRE INC | 4108 | 9112416 | COM |
| SCHWAB STRATEGIC TR | 304739 | 9077336 | US MID-CAP ETF |
| SOUTHERN CO | 96299 | 9064254 | COM |
| ISHARES TR | 175935 | 9040380 | ESG AWARE MSCI |
| INVESCO EXCH TRD SLF IDX FD | 429175 | 8959599 | BULLETSHS 2032 |
| PARKER-HANNIFIN CORP | 11266 | 8908347 | COM |
| EQUINIX INC | 11408 | 8889378 | COM |
| DTE ENERGY CO | 65517 | 8884810 | COM |
| ONEMAIN HLDGS INC | 146407 | 8797858 | COM |
| LATTICE STRATEGIES TR | 246313 | 8750306 | HARTFORD MLT ETF |
| FS KKR CAP CORP | 589139 | 8725150 | COM |
| REGENERON PHARMACEUTICALS | 13417 | 8670689 | COM |
| MEDTRONIC PLC | 89301 | 8572541 | SHS |
| OREILLY AUTOMOTIVE INC | 85925 | 8497470 | COM |
| METLIFE INC | 104800 | 8455228 | COM |
| ILLINOIS TOOL WKS INC | 31981 | 8338375 | COM |
| VANECK ETF TRUST | 574703 | 8317415 | BDC INCOME ETF |
| INVESCO EXCH TRD SLF IDX FD | 352683 | 8232355 | INVSCO BLSH 26 |
| UNITED PARCEL SERVICE INC | 93146 | 8218334 | CL B |
| ISHARES TR | 238087 | 8096884 | ESG AWR MSCI USA |
| ENTERPRISE PRODS PARTNERS L | 254694 | 8021722 | COM |
| ISHARES TR | 149869 | 7876876 | MSCI INDIA ETF |
| STRATEGY INC | 26399 | 7865203 | CL A NEW |
| OMNICOM GROUP INC | 95422 | 7844019 | COM |
| WORLD GOLD TR | 94510 | 7821369 | SPDR GLD MINIS |
| ISHARES INC | 177461 | 7809402 | MSCI FRANCE ETF |
| TRACTOR SUPPLY CO | 142604 | 7809132 | COM |
| SELECT SECTOR SPDR TR | 65673 | 7760011 | STATE STREET COM |
| MARVELL TECHNOLOGY INC | 91408 | 7696828 | COM |
| GOLUB CAP BDC INC | 560065 | 7642041 | COM |
| FIDELITY COVINGTON TRUST | 115913 | 7635286 | LOW VOLITY ETF |
| BONDBLOXX ETF TRUST | 184568 | 7630999 | BB RT USD HI YLD |
| VEEVA SYS INC | 32924 | 7620391 | CL A COM |
| CUMMINS INC | 17067 | 7559300 | COM |
| ISHARES INC | 148461 | 7540489 | MSCI CDA ETF |
| ISHARES INC | 180857 | 7537210 | MSCI GERMANY ETF |
| ISHARES GOLD TR | 102884 | 7532898 | ISHARES NEW |
| ALLSTATE CORP | 35774 | 7521938 | COM |
| ZSCALER INC | 30511 | 7313785 | COM |
| SNOWFLAKE INC | 32460 | 7275986 | COM SHS |
| ISHARES TR | 278572 | 7203997 | IBONDS DEC 2033 |
| AMERICAN ELEC PWR CO INC | 63302 | 7176286 | COM |
| MARATHON PETE CORP | 38987 | 7175392 | COM |
| JANUS DETROIT STR TR | 141716 | 7172520 | HENDRSON AAA CL |
| CHIPOTLE MEXICAN GRILL INC | 185894 | 7130183 | COM |
| NXP SEMICONDUCTORS N V | 31551 | 7079842 | COM |
| SELECT SECTOR SPDR TR | 115340 | 7018216 | STATE STREET ENE |
| DUKE ENERGY CORP NEW | 56870 | 6998673 | COM NEW |
| BLUE OWL CAPITAL CORPORATION | 532229 | 6924691 | COM |
| ISHARES TR | 24634 | 6878461 | ISHARES SEMICDTR |
| SEAGATE TECHNOLOGY HLDNGS PL | 28058 | 6839342 | ORD SHS |
| INVESCO DB COMMDY INDX TRCK | 303470 | 6811941 | UNIT |
| CONSTELLATION ENERGY CORP | 20399 | 6794503 | COM |
| BECTON DICKINSON & CO | 35814 | 6737597 | COM |
| VANGUARD WORLD FD | 53101 | 6684151 | ENERGY ETF |
| INVESCO ACTVELY MNGD ETC FD | 497622 | 6632462 | OPTIMUM YIELD |
| PHILLIPS 66 | 48870 | 6615830 | COM |
| FASTENAL CO | 150171 | 6596690 | COM |
| BRISTOL-MYERS SQUIBB CO | 133843 | 6579681 | COM |
| THOMSON REUTERS CORP | 45808 | 6577334 | COM |
| UPBOUND GROUP INC | 306786 | 6564243 | COM |
| ISHARES INC | 102867 | 6543815 | MSCI TAIWAN ETF |
| APTARGROUP INC | 48583 | 6491274 | COM |
| CLOUDFLARE INC | 30845 | 6366411 | CL A COM |
| ISHARES INC | 114484 | 6362398 | MSCI SWITZERLAND |
| ISHARES TR | 285447 | 6305748 | IBONDS DEC 2030 |
| ISHARES TR | 156719 | 6293755 | CORE 30/70 CONSE |
| MARRIOTT INTL INC NEW | 22977 | 6278810 | CL A |
| BROADRIDGE FINL SOLUTIONS IN | 26958 | 6255624 | COM |
| INVESCO EXCHANGE TRADED FD T | 140100 | 6249518 | S&P500 EQL TEC |
| FIRST TR EXCHANGE-TRADED FD | 135327 | 6240916 | SHS |
| INNOVATOR ETFS TRUST | 124038 | 6147323 | US EQTY BUF DEC |
| PROGRESSIVE CORP | 24914 | 6090710 | COM |
| CAPITAL ONE FINL CORP | 28092 | 6050219 | COM |
| ISHARES TR | 190341 | 6018004 | PFD AND INCM SEC |
| ELECTRONIC ARTS INC | 29541 | 5993796 | COM |
| ENERGY TRANSFER L P | 349776 | 5989146 | COM UT LTD PTN |
| NIKE INC | 87668 | 5981056 | CL B |
| INNOVATOR ETFS TRUST | 108100 | 5951283 | US EQTY BUFR JAN |
| SAP SE | 23089 | 5948285 | SPON ADR |
| REAVES UTIL INCOME FD | 150035 | 5944396 | COM SH BEN INT |
| ISHARES TR | 36003 | 5931285 | CORE S&P US GWT |
| ALPS ETF TR | 124511 | 5843772 | ALERIAN MLP |
| D R HORTON INC | 35642 | 5833247 | COM |
| WASTE MGMT INC DEL | 26350 | 5810893 | COM |
| CORTEVA INC | 86244 | 5796595 | COM |
| INVESCO EXCHANGE TRADED FD T | 127826 | 5794193 | RAFI US 1000 ETF |
| PRUDENTIAL FINL INC | 53766 | 5784681 | COM |
| CBOE GLOBAL MKTS INC | 23496 | 5763625 | COM |
| NOVARTIS AG | 43739 | 5746973 | SPONSORED ADR |
| VISTRA CORP | 31288 | 5725401 | COM |
| RBB FD INC | 111196 | 5664365 | F M 2YEAR INVES |
| ISHARES TR | 220660 | 5656672 | IBONDS DEC 28 |
| TRANE TECHNOLOGIES PLC | 13767 | 5627038 | SHS |
| ISHARES TR | 31118 | 5564234 | RUS 2000 VAL ETF |
| ISHARES TR | 210929 | 5562500 | IBONDS DEC 2034 |
| GUIDEWIRE SOFTWARE INC | 27442 | 5534699 | COM |
| ROYAL GOLD INC | 27498 | 5531197 | COM |
| ISHARES TR | 239564 | 5497670 | IBONDS 26 TRM TS |
| AFLAC INC | 48659 | 5414482 | COM |
| VANECK ETF TRUST | 179957 | 5350136 | FALLEN ANGEL HG |
| MICROCHIP TECHNOLOGY INC. | 82782 | 5283055 | COM |
| COLGATE PALMOLIVE CO | 66193 | 5281605 | COM |
| BERKSHIRE HATHAWAY INC DEL | 7 | 5279400 | CL A |
| ISHARES TR | 103130 | 5242101 | 0-5YR INVT GR CP |
| AMERIPRISE FINL INC | 10669 | 5238979 | COM |
| INNOVATOR ETFS TRUST | 117305 | 5215828 | US EQTY BUF NOV |
| CASEYS GEN STORES INC | 9213 | 5203953 | COM |
| DOORDASH INC | 19592 | 5186193 | CL A |
| CONSOLIDATED EDISON INC | 51189 | 5143240 | COM |
| ISHARES TR | 46340 | 5105545 | TRUST ISHARE 0-1 |
| WORTHINGTON STL INC | 167987 | 5105125 | COM SHS |
| AECOM | 44524 | 5102837 | COM |
| FISERV INC | 47597 | 5077082 | COM |
| VANECK ETF TRUST | 51034 | 5066280 | MRNGSTR WDE MOAT |
| WESTERN DIGITAL CORP | 38400 | 5056805 | COM |
| AIR PRODS & CHEMS INC | 18771 | 5048362 | COM |
| INVESCO EXCH TRD SLF IDX FD | 225027 | 5017196 | INVESCO BULLETSH |
| FEDEX CORP | 20057 | 4990309 | COM |
| TERADYNE INC | 26520 | 4989172 | COM |
| VANGUARD INDEX FDS | 23242 | 4891912 | SM CP VAL ETF |
| LADDER CAP CORP | 438586 | 4885849 | CL A |
| DELL TECHNOLOGIES INC | 36637 | 4873786 | CL C |
| SARATOGA INVT CORP | 199138 | 4855300 | COM NEW |
| ISHARES TR | 23061 | 4835974 | US AER DEF ETF |
| CINTAS CORP | 23877 | 4835604 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 49803 | 4818185 | SHS |
| FIFTH THIRD BANCORP | 106763 | 4809263 | COM |
| VANGUARD STAR FDS | 65128 | 4804136 | VG TL INTL STK F |
| NUVEEN NEW YORK QLT MUN INC | 413884 | 4760494 | COM |
| ISHARES TR | 32638 | 4739615 | ISHARES BIOTECH |
| WISDOMTREE TR | 97308 | 4728965 | ITL HDG QTLY DIV |
| ISHARES TR | 185801 | 4722344 | IBONDS DEC 2032 |
| ISHARES TR | 181703 | 4713673 | IBONDS DEC 2035 |
| PGIM ETF TR | 94871 | 4704642 | PGIM ULTRA SH BD |
| MONDELEZ INTL INC | 74622 | 4587462 | CL A |
| KEYSIGHT TECHNOLOGIES INC | 25543 | 4547236 | COM |
| CME GROUP INC | 16701 | 4527023 | COM |
| SCHWAB STRATEGIC TR | 184525 | 4499336 | SHT TM US TRES |
| BONDBLOXX ETF TRUST | 93359 | 4498716 | BLOOMBERG SEVEN |
| TRAVELERS COMPANIES INC | 15840 | 4497586 | COM |
| ISHARES TR | 40353 | 4459879 | IBOXX INV CP ETF |
| LIVE NATION ENTERTAINMENT IN | 27692 | 4449514 | COM |
| INVESCO EXCH TRD SLF IDX FD | 201800 | 4444645 | INVSC 30 MUNI BD |
| ROCKWELL AUTOMATION INC | 12077 | 4410995 | COM |
| KAYNE ANDERSON ENERGY INFRST | 355276 | 4394775 | COM |
| SSGA ACTIVE TR | 175441 | 4387779 | STATE STR MY2030 |
| SSGA ACTIVE TR | 176080 | 4369436 | STATE STR MY2034 |
| ISHARES INC | 161913 | 4362045 | MSCI AUST ETF |
| AON PLC | 12168 | 4322771 | SHS CL A |
| FIDELITY COVINGTON TRUST | 108350 | 4282043 | ENHANCED LARGE |
| SCHWAB STRATEGIC TR | 161950 | 4281296 | FUNDAMENTAL US L |
| NASDAQ INC | 45912 | 4245476 | COM |
| DELTA AIR LINES INC DEL | 74145 | 4234046 | COM NEW |
| BANK NEW YORK MELLON CORP | 37733 | 4232818 | COM |
| ZOETIS INC | 29871 | 4221221 | CL A |
| BELPOINTE PREP LLC | 64223 | 4176422 | UNIT RP LTD LB A |
| CARRIER GLOBAL CORPORATION | 70172 | 4154541 | COM |
| FIRST TR EXCHANGE TRADED FD | 42123 | 4151255 | NASD TECH DIV |
| INVESCO EXCH TRD SLF IDX FD | 195700 | 4136120 | BULLETSHS 31 MUN |
| ROKU INC | 41059 | 4132828 | COM CL A |
| VANGUARD MALVERN FDS | 81721 | 4125144 | STRM INFPROIDX |
| DOMINION ENERGY INC | 68046 | 4115515 | COM |
| ISHARES TR | 174672 | 4083188 | IBONDS 2026 TERM |
| ISHARES INC | 50156 | 4079009 | MSCI STH KOR ETF |
| GENERAL MTRS CO | 62372 | 4063463 | COM |
| MEDIFAST INC | 330703 | 4026301 | COM |
| TRANSDIGM GROUP INC | 3042 | 4018792 | COM |
| VANGUARD WORLD FD | 33535 | 4008202 | ESG US STK ETF |
| CVS HEALTH CORP | 51433 | 3967707 | COM |
| ISHARES TR | 55842 | 3948735 | CORE MSCI EURO |
| UNITED STS OIL FD LP | 55608 | 3945030 | UNITS |
| DIMENSIONAL ETF TRUST | 116792 | 3930737 | US LARGE CAP VAL |
| GLOBE LIFE INC | 27978 | 3923064 | COM |
| KENVUE INC | 230725 | 3904629 | COM |
| NUVEEN NEW YORK AMT QLT MUNI | 380076 | 3903000 | COM |
| FRANKLIN TEMPLETON ETF TR | 139305 | 3881003 | INCOME FOCUS ETF |
| ISHARES TR | 11738 | 3771494 | RUS 2000 GRW ETF |
| NUVEEN PFD & INCOME OPPORTUN | 454537 | 3753641 | COM |
| SOUTHERN COPPER CORP | 28560 | 3752552 | COM |
| PAYPAL HLDGS INC | 59575 | 3730134 | COM |
| SUBURBAN PROPANE PARTNERS L | 199597 | 3722456 | UNIT LTD PARTN |
| VANGUARD WORLD FD | 26252 | 3700951 | MEGA CAP VAL ETF |
| ISHARES INC | 63646 | 3687700 | MSCI NETHERL ETF |
| RIO TINTO PLC | 46110 | 3642550 | SPONSORED ADR |
| ISHARES TR | 28905 | 3641218 | ESG MSCI KLD 400 |
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