Lodestone Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Lodestone Wealth Management LLC held in its portfolio 500 assets valued at $245,560,750 (i.e. $245.56M).
The most valuable assets in the portfolio included: APPLE INC COM ($8.46M), CAPITAL GROUP CORE PLUS INCOME ETF ($6.98M), and JPMORGAN ULTRA-SHORT INCOME ETF ($6.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lodestone Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC COM | 31128 | 8462390 | Stock |
| CAPITAL GROUP CORE PLUS INCOME ETF | 308377 | 6981659 | ETF |
| JPMORGAN ULTRA-SHORT INCOME ETF | 137199 | 6940882 | ETF |
| MICROSOFT CORP COM | 12697 | 6140663 | Stock |
| CAPITAL GROUP SHORT DURATION INCOME ETF | 235176 | 6116921 | ETF |
| ALPHABET INC CAP STK CL C | 19476 | 6111657 | Stock |
| CAPITAL GROUP DIVIDEND VALUE ETF | 122103 | 5328585 | ETF |
| NVIDIA CORPORATION COM | 25359 | 4729519 | Stock |
| JPMORGAN CHASE & CO. COM | 14261 | 4595260 | Stock |
| AMGEN INC COM | 13393 | 4383591 | Stock |
| VANGUARD VALUE ETF | 22205 | 4240838 | ETF |
| PACER US CASH COWS 100 ETF | 66318 | 3990339 | ETF |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 123114 | 3638011 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 57589 | 3597559 | ETF |
| VANGUARD TOTAL STOCK MARKET ETF | 10636 | 3565945 | ETF |
| DIMENSIONAL U.S. EQUITY MARKET ETF | 47962 | 3557308 | ETF |
| AMERICAN EXPRESS CO COM | 9196 | 3402150 | Stock |
| MERCK & CO INC COM | 32162 | 3385379 | Stock |
| VANGUARD SHORT-TERM BOND ETF | 42834 | 3375741 | ETF |
| AMAZON COM INC COM | 13164 | 3038514 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 6035 | 3033241 | Stock |
| SIMON PPTY GROUP INC NEW COM | 15397 | 2850110 | REIT |
| CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 99878 | 2758637 | ETF |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 84002 | 2735952 | ETF |
| CISCO SYS INC COM | 35121 | 2705391 | Stock |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 70122 | 2672340 | ETF |
| ALPHABET INC CAP STK CL A | 8469 | 2650865 | Stock |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 51412 | 2542838 | ETF |
| CAPITAL GROUP CORE EQUITY ETF | 60787 | 2445480 | ETF |
| CAPITAL GROUP CORE BOND ETF | 90615 | 2403099 | ETF |
| QUALCOMM INC COM | 13826 | 2364983 | Stock |
| META PLATFORMS INC CL A | 3571 | 2357326 | Stock |
| BANK AMERICA CORP COM | 42283 | 2325558 | Stock |
| MACERICH CO COM | 123787 | 2285103 | REIT |
| DIMENSIONAL INTERNATIONAL VALUE ETF | 45164 | 2253673 | ETF |
| D R HORTON INC COM | 14965 | 2155417 | Stock |
| BLACKSTONE INC COM | 13528 | 2085171 | Stock |
| CENOVUS ENERGY INC COM | 117470 | 1987586 | Stock |
| VISA INC COM CL A | 5528 | 1938661 | Stock |
| NVR INC COM | 261 | 1903413 | Stock |
| APA CORPORATION COM | 75563 | 1848268 | Stock |
| LENNAR CORP CL A | 17482 | 1797176 | Stock |
| EBAY INC. COM | 19289 | 1680056 | Stock |
| CHEVRON CORP NEW COM | 10953 | 1669357 | Stock |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 49251 | 1629209 | ETF |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | 6464 | 1618004 | ETF |
| INVESCO S&P SMALLCAP MOMENTUM ETF | 21778 | 1568212 | ETF |
| VANGUARD LARGE-CAP ETF | 4834 | 1521694 | ETF |
| DIMENSIONAL U.S. TARGETED VALUE ETF | 25301 | 1506449 | ETF |
| HOME DEPOT INC COM | 4288 | 1475551 | Stock |
| OCCIDENTAL PETE CORP COM | 35729 | 1469167 | Stock |
| PACCAR INC COM | 13162 | 1441371 | Stock |
| PALANTIR TECHNOLOGIES INC CL A | 7912 | 1406358 | Stock |
| SPDR GOLD SHARES | 3314 | 1313371 | ETF |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 48647 | 1297911 | ETF |
| COSTCO WHSL CORP NEW COM | 1487 | 1282230 | Stock |
| CONOCOPHILLIPS COM | 13681 | 1280692 | Stock |
| TARGET CORP COM | 12848 | 1255927 | Stock |
| JOHNSON & JOHNSON COM | 5984 | 1238415 | Stock |
| DIAMONDBACK ENERGY INC COM | 7906 | 1188542 | Stock |
| CAPITAL GROUP GROWTH ETF | 26585 | 1182240 | ETF |
| SCHWAB CHARLES CORP COM | 11791 | 1177999 | Stock |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 3750 | 1139733 | ADR |
| PACER US SMALL CAP CASH COWS ETF | 24960 | 1107476 | ETF |
| ORACLE CORP COM | 5199 | 1013424 | Stock |
| TESLA INC COM | 2247 | 1010521 | Stock |
| EXXON MOBIL CORP COM | 8346 | 1004382 | Stock |
| FIFTH THIRD BANCORP COM | 21151 | 990078 | Stock |
| UNITEDHEALTH GROUP INC COM | 2767 | 913270 | Stock |
| VANGUARD TOTAL BOND MARKET ETF | 12229 | 905802 | ETF |
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | 25218 | 873798 | ETF |
| WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | 15218 | 871078 | ETF |
| U HAUL HOLDING COMPANY COM SER N | 18435 | 861632 | Stock |
| WESTERN ALLIANCE BANCORP COM | 10098 | 848939 | Stock |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 8350 | 837828 | ETF |
| DIMENSIONAL US SMALL CAP VALUE ETF | 24994 | 822066 | ETF |
| MCDONALDS CORP COM | 2406 | 735359 | Stock |
| ULTA BEAUTY INC COM | 1197 | 724197 | Stock |
| WALMART INC COM | 6458 | 719456 | Stock |
| SPDR S&P 500 ETF TRUST | 1053 | 718248 | ETF |
| LAM RESEARCH CORP COM NEW | 4022 | 688486 | Stock |
| BROADCOM INC COM | 1937 | 670317 | Stock |
| CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | 20675 | 660160 | ETF |
| MCKESSON CORP COM | 799 | 655298 | Stock |
| JPMORGAN SHORT DURATION CORE PLUS ETF | 13704 | 651722 | ETF |
| ISHARES MSCI EAFE VALUE ETF | 8982 | 641414 | ETF |
| VANGUARD S&P 500 ETF | 999 | 626735 | ETF |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 4360 | 624934 | ETF |
| INVESCO QQQ TRUST SERIES I | 1017 | 624771 | ETF |
| ISHARES CORE S&P 500 ETF | 887 | 607412 | ETF |
| VANGUARD MID-CAP ETF | 2085 | 605090 | ETF |
| CREDIT ACCEP CORP MICH COM | 1356 | 601332 | Stock |
| BOEING CO COM | 2703 | 586870 | Stock |
| M & T BK CORP COM | 2840 | 572249 | Stock |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 10278 | 562948 | ETF |
| CAPITAL GROUP DIVIDEND GROWERS ETF | 15453 | 550756 | ETF |
| TOYOTA MOTOR CORP ADS | 2563 | 548636 | ADR |
| INTEL CORP COM | 14620 | 539485 | Stock |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 11832 | 529009 | ETF |
| VANGUARD SMALL CAP VALUE ETF | 2476 | 524322 | ETF |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 3625 | 521955 | ETF |
| CAPITAL GROUP CORE BALANCED ETF | 14439 | 510123 | ETF |
| ISHARES 0-5 YEAR TIPS BOND ETF | 4978 | 509697 | ETF |
| ADVANCED MICRO DEVICES INC COM | 2348 | 502848 | Stock |
| VANGUARD SMALL-CAP ETF | 1944 | 501369 | ETF |
| MICRON TECHNOLOGY INC COM | 1693 | 483272 | Stock |
| FEDEX CORP COM | 1654 | 477649 | Stock |
| ASML HOLDING N V N Y REGISTRY SHS | 442 | 473019 | ADR |
| AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | 9384 | 472753 | ETF |
| COCA COLA CO COM | 6452 | 451059 | Stock |
| ISHARES MSCI USA QUALITY FACTOR ETF | 2240 | 444905 | ETF |
| CROWDSTRIKE HLDGS INC CL A | 920 | 431259 | Stock |
| ARISTA NETWORKS INC COM SHS | 3132 | 410386 | Stock |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 8352 | 403569 | ETF |
| CROCS INC COM | 4683 | 400490 | Stock |
| DISNEY WALT CO COM | 3515 | 399930 | Stock |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 2583 | 399903 | ETF |
| MARVELL TECHNOLOGY INC COM | 4670 | 396876 | Stock |
| CLOUDFLARE INC CL A COM | 1995 | 393314 | Stock |
| CAPITAL GROUP CONSERVATIVE EQUITY ETF | 12829 | 391143 | ETF |
| VANGUARD FTSE EMERGING MARKETS ETF | 7054 | 379223 | ETF |
| VANGUARD MID-CAP GROWTH ETF | 1356 | 378506 | ETF |
| UNITED PARCEL SERVICE INC CL B | 3810 | 377866 | Stock |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 8823 | 376651 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 1952 | 373836 | ETF |
| UBER TECHNOLOGIES INC COM | 4557 | 372352 | Stock |
| ELI LILLY & CO COM | 342 | 367083 | Stock |
| JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | 5780 | 351013 | ETF |
| VANGUARD DIVIDEND APPRECIATION ETF | 1583 | 347964 | ETF |
| CAPITAL GROUP MUNICIPAL INCOME ETF | 12644 | 346183 | ETF |
| SCHWAB 1-5 YEAR CORPORATE BOND ETF | 13870 | 345363 | ETF |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 4328 | 336228 | ETF |
| NVENT ELECTRIC PLC SHS | 3266 | 333034 | Stock |
| PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND | 3231 | 325561 | ETF |
| CAPITAL GROUP INTERNATIONAL EQUITY ETF | 9126 | 317773 | ETF |
| SCHWAB US DIVIDEND EQUITY ETF | 11391 | 312448 | ETF |
| INVESCO S&P MIDCAP MOMENTUM ETF | 2256 | 312366 | ETF |
| AMKOR TECHNOLOGY INC COM | 7757 | 306246 | Stock |
| MARKEL GROUP INC COM | 142 | 305250 | Stock |
| DIGITALOCEAN HLDGS INC COM | 6287 | 302530 | Stock |
| ISHARES MSCI INTL MOMENTUM FACTOR ETF | 6255 | 300054 | ETF |
| MASTERCARD INCORPORATED CL A | 520 | 296986 | Stock |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 6683 | 296792 | ETF |
| WEC ENERGY GROUP INC COM | 2787 | 293917 | Stock |
| STATE STREET SPDR S&P DIVIDEND ETF | 2110 | 293603 | ETF |
| ALLSTATE CORP COM | 1405 | 292543 | Stock |
| VANGUARD MID-CAP VALUE ETF | 1577 | 279694 | ETF |
| ACCENTURE PLC IRELAND SHS CLASS A | 1015 | 272294 | Stock |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 2933 | 267975 | ETF |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | 6705 | 265451 | ETF |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 2398 | 255867 | ETF |
| MPLX LP COM UNIT REP LTD | 4704 | 251076 | Stock |
| MERCADOLIBRE INC COM | 124 | 249768 | Stock |
| VANGUARD TAX-EXEMPT BOND ETF | 4950 | 248936 | ETF |
| VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 2450 | 248859 | ETF |
| DIMENSIONAL US CORE EQUITY MARKET ETF | 5170 | 241937 | ETF |
| PROCTER AND GAMBLE CO COM | 1678 | 240512 | Stock |
| DOMINOS PIZZA INC COM | 576 | 239910 | Stock |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 1022 | 229721 | ETF |
| CONSTELLATION ENERGY CORP COM | 611 | 215848 | Stock |
| PHILIP MORRIS INTL INC COM | 1329 | 213221 | Stock |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 5362 | 211549 | ETF |
| SEMPRA COM | 2380 | 210130 | Stock |
| AT&T INC COM | 8354 | 207509 | Stock |
| SNOWFLAKE INC COM SHS | 943 | 206856 | Stock |
| ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | 1000 | 205600 | ETF |
| INVESCO S&P 500 LOW VOLATILITY ETF | 2850 | 203539 | ETF |
| KIMBERLY-CLARK CORP COM | 2015 | 203275 | Stock |
| VANGUARD REAL ESTATE ETF | 2283 | 201997 | ETF |
| ISHARES MSCI EMERGING MARKETS ETF | 3684 | 201569 | ETF |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 1678 | 200370 | ETF |
| AFLAC INC COM | 1787 | 197039 | Stock |
| DIMENSIONAL US MARKETWIDE VALUE ETF | 4219 | 196565 | ETF |
| ROCKET LAB CORP COM | 2796 | 195049 | Stock |
| RUBRIK INC. CL A | 2538 | 194106 | Stock |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 2051 | 193122 | ETF |
| INVESCO S&P SMALLCAP 600 REVENUE ETF | 3925 | 191226 | ETF |
| ISHARES U.S. HOME CONSTRUCTION ETF | 1930 | 185868 | ETF |
| PACER AMERICAN ENERGY INDEPENDENCE ETF | 4822 | 183971 | ETF |
| DIMENSIONAL U.S. SMALL CAP ETF | 2631 | 183314 | ETF |
| HONEYWELL INTL INC COM | 932 | 181806 | Stock |
| RTX CORPORATION COM | 922 | 169095 | Stock |
| LPL FINL HLDGS INC COM | 467 | 166798 | Stock |
| XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF | 5321 | 164898 | ETF |
| WELLS FARGO CO NEW COM | 1732 | 161436 | Stock |
| FIDELITY WISE ORIGIN BITCOIN FUND | 2072 | 157949 | ETF |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 4786 | 156110 | ETF |
| PHILLIPS 66 COM | 1194 | 154106 | Stock |
| ASTERA LABS INC COM | 926 | 154049 | Stock |
| INTERNATIONAL BUSINESS MACHS COM | 519 | 153600 | Stock |
| LOCKHEED MARTIN CORP COM | 310 | 149696 | Stock |
| VANGUARD INFORMATION TECHNOLOGY ETF | 198 | 148882 | ETF |
| ISHARES CORE S&P SMALL CAP ETF | 1231 | 147962 | ETF |
| ABBOTT LABS COM | 1149 | 144014 | Stock |
| KEYSIGHT TECHNOLOGIES INC COM | 705 | 143249 | Stock |
| PAYPAL HLDGS INC COM | 2406 | 140465 | Stock |
| SCHWAB U.S. LARGE-CAP VALUE ETF | 4734 | 140182 | ETF |
| INVESCO S&P 500 MOMENTUM ETF | 1126 | 134354 | ETF |
| VANGUARD GROWTH ETF | 273 | 133225 | ETF |
| SCHWAB U.S. MID-CAP ETF | 4419 | 132867 | ETF |
| STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 4200 | 126840 | ETF |
| SOFI TECHNOLOGIES INC COM | 4842 | 126764 | Stock |
| ALTRIA GROUP INC COM | 2017 | 116312 | Stock |
| GILEAD SCIENCES INC COM | 936 | 114878 | Stock |
| BLACKROCK INC COM | 107 | 114526 | Stock |
| INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | 2054 | 114141 | ETF |
| PFIZER INC COM | 4538 | 112988 | Stock |
| AECOM COM | 1176 | 112111 | Stock |
| SCHWAB INTERNATIONAL EQUITY ETF | 4579 | 110068 | ETF |
| ISHARES SILVER TRUST | 1692 | 108999 | ETF |
| FASTENAL CO COM | 2714 | 108913 | Stock |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | 395 | 106326 | ETF |
| VANECK GOLD MINERS ETF | 1229 | 105451 | ETF |
| DELL TECHNOLOGIES INC CL C | 833 | 104806 | Stock |
| PARKER-HANNIFIN CORP COM | 116 | 101959 | Stock |
| INTUITIVE SURGICAL INC COM NEW | 178 | 100812 | Stock |
| ALERIAN MLP ETF | 2130 | 100153 | ETF |
| TEXAS INSTRS INC COM | 577 | 100104 | Stock |
| NAVITAS SEMICONDUCTOR CORP COM | 13935 | 99496 | Stock |
| JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | 2023 | 99269 | ETF |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 1037 | 96523 | ETF |
| ISHARES U.S. REAL ESTATE ETF | 1014 | 95204 | ETF |
| TRACTOR SUPPLY CO COM | 1891 | 94569 | Stock |
| IONQ INC COM | 2079 | 93285 | Stock |
| CATERPILLAR INC COM | 162 | 92627 | Stock |
| ISHARES FUTURE AI & TECH ETF | 1873 | 90241 | ETF |
| WARNER BROS DISCOVERY INC COM SER A | 3116 | 89803 | Stock |
| JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF | 1316 | 89703 | ETF |
| T-MOBILE US INC COM | 440 | 89308 | Stock |
| NOVARTIS AG SPONSORED ADR | 641 | 88375 | ADR |
| PEPSICO INC COM | 615 | 88270 | Stock |
| GE AEROSPACE COM NEW | 285 | 87842 | Stock |
| BRISTOL-MYERS SQUIBB CO COM | 1608 | 86736 | Stock |
| EATON CORP PLC SHS | 270 | 85998 | Stock |
| ISHARES U.S. BASIC MATERIALS ETF | 556 | 85602 | ETF |
| FIRST TRUST CLOUD COMPUTING ETF | 655 | 85202 | ETF |
| ISHARES PREFERRED & INCOME SECURITIES ETF | 2745 | 84978 | ETF |
| KKR & CO INC COM | 651 | 83039 | Stock |
| ZIMMER BIOMET HOLDINGS INC COM | 915 | 82277 | Stock |
| SALESFORCE INC COM | 310 | 82169 | Stock |
| INVESCO RUSSELL 1000 EQUAL WEIGHT ETF | 1538 | 80960 | ETF |
| ISHARES MSCI INDIA ETF | 1497 | 80912 | ETF |
| STARBUCKS CORP COM | 918 | 77264 | Stock |
| PACER GLOBAL CASH COWS DIVIDEND ETF | 1872 | 77179 | ETF |
| CIPHER MINING INC COM | 5227 | 77151 | Stock |
| MARSH COM | 406 | 75321 | Stock |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 514 | 73769 | ETF |
| KLA CORP COM NEW | 60 | 72905 | Stock |
| ABBVIE INC COM | 319 | 72888 | Stock |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 910 | 72576 | ETF |
| AUTOMATIC DATA PROCESSING INC COM | 281 | 72282 | Stock |
| VERIZON COMMUNICATIONS INC COM | 1769 | 72064 | Stock |
| DANAHER CORPORATION COM | 311 | 71084 | Stock |
| REGENERON PHARMACEUTICALS COM | 92 | 70626 | Stock |
| TJX COS INC NEW COM | 444 | 68203 | Stock |
| CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | 2096 | 68118 | ETF |
| WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 772 | 67998 | ETF |
| DEVON ENERGY CORP NEW COM | 1853 | 67857 | Stock |
| ISHARES CORE DIVIDEND GROWTH ETF | 977 | 67823 | ETF |
| EOS ENERGY ENTERPRISES INC COM CL A | 5908 | 67706 | Stock |
| INTUIT COM | 101 | 66905 | Stock |
| BANNER CORP COM NEW | 1058 | 66316 | Stock |
| STRYKER CORPORATION COM | 187 | 65725 | Stock |
| SCHWAB U.S. SMALL-CAP ETF | 2283 | 65020 | ETF |
| NORTHROP GRUMMAN CORP COM | 114 | 65004 | Stock |
| WILLIAMS COS INC COM | 1070 | 64297 | Stock |
| ISHARES RUSSELL 3000 ETF | 166 | 64217 | ETF |
| US BANCORP DEL COM NEW | 1192 | 63598 | Stock |
| NOVO-NORDISK A S ADR | 1248 | 63498 | ADR |
| NIKE INC CL B | 969 | 61745 | Stock |
| ISHARES U.S. TECHNOLOGY ETF | 309 | 61701 | ETF |
| AMPHENOL CORP NEW CL A | 447 | 60408 | Stock |
| TALEN ENERGY CORP COM | 161 | 60349 | Stock |
| OREILLY AUTOMOTIVE INC COM | 660 | 60199 | Stock |
| AST SPACEMOBILE INC COM CL A | 823 | 59774 | Stock |
| GOLDMAN SACHS GROUP INC COM | 66 | 58328 | Stock |
| EMCOR GROUP INC COM | 94 | 57508 | Stock |
| CITIGROUP INC COM NEW | 492 | 57385 | Stock |
| IREN LIMITED ORDINARY SHARES | 1517 | 57297 | Stock |
| CYBERARK SOFTWARE LTD SHS | 127 | 56650 | Stock |
| MONSTER BEVERAGE CORP NEW COM | 723 | 55432 | Stock |
| INVESCO S&P SMALLCAP LOW VOLATILITY ETF | 1184 | 54902 | ETF |
| AUTODESK INC COM | 185 | 54762 | Stock |
| VANECK JUNIOR GOLD MINERS ETF | 481 | 54725 | ETF |
| AMERIPRISE FINL INC COM | 111 | 54428 | Stock |
| CHUBB LIMITED COM | 172 | 53543 | Stock |
| DEERE & CO COM | 115 | 53541 | Stock |
| WASTE MGMT INC DEL COM | 243 | 53390 | Stock |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | 243 | 52170 | ETF |
| VANGUARD HEALTH CARE ETF | 181 | 51960 | ETF |
| LOWES COS INC COM | 213 | 51441 | Stock |
| CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | 1950 | 51359 | ETF |
| SCHWAB CRYPTO THEMATIC ETF | 854 | 51235 | ETF |
| SCHWAB U.S. LARGE-CAP ETF | 1872 | 50376 | ETF |
| AEROVIRONMENT INC COM | 203 | 49104 | Stock |
| VERTEX PHARMACEUTICALS INC COM | 108 | 48963 | Stock |
| BOOKING HOLDINGS INC COM | 9 | 48842 | Stock |
| MICROSECTORS GOLD MINERS 3X LEVERAGED ETN | 200 | 48732 | ETF |
| PPL CORP COM | 1374 | 48113 | Stock |
| NETFLIX INC COM | 509 | 47724 | Stock |
| GENERAL MTRS CO COM | 585 | 47550 | Stock |
| OSHKOSH CORP COM | 374 | 47000 | Stock |
| CHENIERE ENERGY INC COM NEW | 237 | 46072 | Stock |
| COLGATE PALMOLIVE CO COM | 577 | 45595 | Stock |
| GRAYSCALE ETHEREUM STAKING MINI ETF | 1573 | 44138 | ETF |
| WEYERHAEUSER CO MTN BE COM NEW | 1845 | 43698 | REIT |
| VANGUARD S&P MID-CAP 400 ETF | 389 | 43490 | ETF |
| BLOOM ENERGY CORP COM CL A | 500 | 43445 | Stock |
| IDEXX LABS INC COM | 63 | 42621 | Stock |
| AVANTIS U.S. SMALL CAP VALUE ETF | 418 | 42578 | ETF |
| TEMPUS AI INC CL A | 706 | 41689 | Stock |
| VIKING THERAPEUTICS INC COM | 1105 | 38874 | Stock |
| BROADRIDGE FINL SOLUTIONS INC COM | 174 | 38831 | Stock |
| SOUTHERN CO COM | 443 | 38630 | Stock |
| MARATHON PETE CORP COM | 233 | 37888 | Stock |
| UNION PAC CORP COM | 164 | 37852 | Stock |
| BITWISE BITCOIN ETF TRUST | 789 | 37525 | ETF |
| MARZETTI COMPANY COM | 228 | 37488 | Stock |
| AVINO SILVER & GOLD MINES LTD COM | 6000 | 37260 | Stock |
| CARNIVAL CORP PAIRED CTF | 1213 | 37045 | Stock |
| CANADIAN IMPERIAL BANK OF COMM COM | 408 | 36969 | Stock |
| BITWISE ETHEREUM ETF | 1738 | 36967 | ETF |
| GE VERNOVA INC COM | 55 | 35972 | Stock |
| COEUR MNG INC COM NEW | 2000 | 35660 | Stock |
| GITLAB INC CLASS A COM | 948 | 35578 | Stock |
| AXON ENTERPRISE INC COM | 63 | 35496 | Stock |
| AGNICO EAGLE MINES LTD COM | 206 | 34871 | Stock |
| BARRICK MNG CORP COM SHS | 800 | 34840 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 612 | 34787 | ETF |
| MONDELEZ INTL INC CL A | 639 | 34402 | Stock |
| INVESCO RAFI US 1000 ETF | 725 | 34017 | ETF |
| ISHARES S&P 100 ETF | 99 | 33954 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 713 | 33411 | ETF |
| KINDER MORGAN INC DEL COM | 1207 | 33167 | Stock |
| NEXTERA ENERGY INC COM | 412 | 33075 | Stock |
| INVESCO ULTRA SHORT DURATION ETF | 656 | 32979 | ETF |
| JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | 658 | 32955 | ETF |
| EASTMAN CHEM CO COM | 515 | 32872 | Stock |
| COMCAST CORP NEW CL A | 1089 | 32539 | Stock |
| GENUINE PARTS CO COM | 262 | 32216 | Stock |
| THE CIGNA GROUP COM | 117 | 32202 | Stock |
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| HONDA MOTOR LTD ADR ECH CNV IN 3 | 1069 | 31514 | ADR |
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| SHERWIN WILLIAMS CO COM | 95 | 30783 | Stock |
| ISHARES TRUST ISHARES USD GREEN BOND ETF | 640 | 30700 | ETF |
| EATON VANCE TAX-MANAGED DIVERS COM | 2000 | 30680 | CEF |
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| SCHWAB 1000 INDEX ETF | 846 | 27749 | ETF |
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| AVANTIS CORE FIXED INCOME ETF | 603 | 25260 | ETF |
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| ENDEAVOUR SILVER CORP COM | 2000 | 18800 | Stock |
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| VANGUARD RUSSELL 1000 GROWTH ETF | 130 | 15828 | ETF |
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| VANGUARD RUSSELL 1000 VALUE ETF | 162 | 14953 | ETF |
| DIAGEO PLC SPON ADR NEW | 172 | 14838 | ADR |
| ISHARES BIOTECHNOLOGY ETF | 87 | 14683 | ETF |
| ROYAL BK CDA COM | 86 | 14662 | Stock |
| ROBLOX CORP CL A | 179 | 14504 | Stock |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 123 | 14480 | ETF |
| AON PLC SHS CL A | 41 | 14468 | Stock |
| OKLO INC COM CL A | 200 | 14352 | Stock |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 316 | 14286 | ETF |
| EXELON CORP COM | 325 | 14167 | Stock |
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| PRICE T ROWE GROUP INC COM | 136 | 13924 | Stock |
| CAPITAL ONE FINL CORP COM | 57 | 13922 | Stock |
| ISHARES CORE S&P MID-CAP ETF | 210 | 13860 | ETF |
| ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | 1394 | 13594 | CEF |
| ALASKA AIR GROUP INC COM | 266 | 13380 | Stock |
| COREWEAVE INC COM CL A | 185 | 13248 | Stock |
| NEBIUS GROUP N.V. SHS CLASS A | 155 | 12974 | Stock |
| HERSHEY CO COM | 70 | 12800 | Stock |
| INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | 592 | 12736 | ETF |
| INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | 576 | 12666 | ETF |
| GLOBAL NET LEASE INC COM NEW | 1472 | 12658 | REIT |
| CUMMINS INC COM | 25 | 12554 | Stock |
| AIRBNB INC COM CL A | 92 | 12486 | Stock |
| CVS HEALTH CORP COM | 156 | 12380 | Stock |
| PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | 126 | 12329 | ETF |
| FIRST TRUST WATER ETF | 111 | 12108 | ETF |
| SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | 500 | 11825 | CEF |
| STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 204 | 11805 | ETF |
| AMERICAN WTR WKS CO INC NEW COM | 90 | 11745 | Stock |
| FORD MTR CO COM | 891 | 11692 | Stock |
| ASSURANT INC COM | 48 | 11561 | Stock |
| MOTOROLA SOLUTIONS INC COM NEW | 30 | 11499 | Stock |
| DOMINION ENERGY INC COM | 194 | 11366 | Stock |
| FIGMA INC CLASS A COM STK | 300 | 11211 | Stock |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 243 | 11197 | ETF |
| CACI INTL INC CL A | 21 | 11189 | Stock |
| VANGUARD ESG U.S. STOCK ETF | 92 | 11159 | ETF |
| ROYAL GOLD INC COM | 50 | 11139 | Stock |
| GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | 306 | 11086 | ETF |
| WEX INC COM | 74 | 11025 | Stock |
| SSR MINING IN COM | 500 | 10963 | Stock |
| PEBBLEBROOK HOTEL TR 6.375 PFD SER E | 574 | 10955 | REIT |
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| TE CONNECTIVITY PLC ORD SHS | 48 | 10920 | Stock |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 130 | 10888 | ETF |
| ILLUMINA INC COM | 83 | 10886 | Stock |
| SOLSTICE ADVANCED MATLS INC COM SHS | 223 | 10833 | Stock |
| VANECK URANIUM AND NUCLEAR ETF | 87 | 10805 | ETF |
| HDFC BANK LTD SPONSORED ADS | 292 | 10670 | ADR |
| SCHWAB SHORT-TERM US TREASURY ETF | 432 | 10528 | ETF |
| MICROCHIP TECHNOLOGY INC. COM | 165 | 10514 | Stock |
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