LRI Investments, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, LRI Investments, LLC held in its portfolio 500 assets valued at $1,238,057,720 (i.e. $1.24B).
The most valuable assets in the portfolio included: ARES MANAGEMENT CORPORATION CL A COM STK ($344.29M), DIMENSIONAL U.S. CORE EQUITY 2 ETF ($92.40M), and DIMENSIONAL US CORE EQUITY 1 ETF ($53.16M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LRI Investments, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ARES MANAGEMENT CORPORATION CL A COM STK | 2391373 | 344285099 | Stock |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | 2333788 | 92394672 | ETF |
| DIMENSIONAL US CORE EQUITY 1 ETF | 721936 | 53156164 | ETF |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 1428375 | 46750714 | ETF |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 508833 | 37429792 | ETF |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 855347 | 32597280 | ETF |
| WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 334036 | 29421891 | ETF |
| ASSURED GUARANTY LTD COM | 296746 | 26668563 | Stock |
| WISDOMTREE INTERNATIONAL EQUITY FUND | 386546 | 26578903 | ETF |
| DIMENSIONAL US MARKETWIDE VALUE ETF | 546827 | 25476670 | ETF |
| APPLE INC COM | 75037 | 20399536 | Stock |
| DIMENSIONAL INTERNATIONAL VALUE ETF | 387669 | 19344667 | ETF |
| DIMENSIONAL U.S. SMALL CAP ETF | 247036 | 17210998 | ETF |
| VANGUARD 0-3 MONTH TREASURY BILL ETF | 217176 | 16381586 | ETF |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 423681 | 16099878 | ETF |
| WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | 195757 | 15858275 | ETF |
| VANGUARD REAL ESTATE ETF | 168257 | 14889062 | ETF |
| RTX CORPORATION COM | 76404 | 14012402 | Stock |
| MICROSOFT CORP COM | 53966 | 13379341 | Stock |
| NVIDIA CORPORATION COM | 70298 | 13110578 | Stock |
| AMAZON COM INC COM | 67738 | 10822395 | Stock |
| AVANTIS U.S. EQUITY ETF | 80884 | 9041214 | ETF |
| DIMENSIONAL US REAL ESTATE ETF | 352787 | 8079246 | ETF |
| STATE STR SPDR S&P 500 ETF TR TR UNIT | 9663 | 6589534 | ETF |
| BROADCOM INC COM | 18552 | 6420903 | Stock |
| DIMENSIONAL US LARGE CAP VALUE ETF | 175324 | 5997834 | ETF |
| VANGUARD MATERIALS ETF | 28431 | 5900801 | ETF |
| ALPHABET INC CAP STK CL A | 56903 | 5768422 | Stock |
| JPMORGAN CHASE & CO. COM | 40065 | 5527379 | Stock |
| NUCOR CORP COM | 33131 | 5403978 | Stock |
| ALPHABET INC CAP STK CL C | 16903 | 5304061 | Stock |
| VANGUARD TOTAL STOCK MARKET ETF | 14323 | 4801969 | ETF |
| META PLATFORMS INC CL A | 33773 | 4767831 | Stock |
| VANGUARD ENERGY ETF | 35757 | 4502533 | ETF |
| ISHARES FUTURE AI & TECH ETF | 89594 | 4316639 | ETF |
| EXXON MOBIL CORP COM | 35170 | 4232358 | Stock |
| VANGUARD S&P 500 ETF | 6344 | 3978344 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 7352 | 3695706 | Stock |
| COCA COLA CO COM | 51375 | 3591606 | Stock |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | 129964 | 3433649 | ETF |
| ABBVIE INC COM | 14835 | 3389646 | Stock |
| DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | 57198 | 3368952 | ETF |
| AVANTIS U.S. LARGE CAP VALUE ETF | 42375 | 3210754 | ETF |
| M & T BK CORP COM | 15229 | 3068339 | Stock |
| CARRIER GLOBAL CORPORATION COM | 56630 | 2992327 | Stock |
| DIMENSIONAL U.S. EQUITY MARKET ETF | 39720 | 2946032 | ETF |
| JOHNSON & JOHNSON COM | 14071 | 2911920 | Stock |
| ACCENTURE PLC IRELAND SHS CLASS A | 10845 | 2909713 | Stock |
| VANGUARD VALUE ETF | 14333 | 2737460 | ETF |
| WALMART INC COM | 24032 | 2677395 | Stock |
| BITWISE CRYPTO INDUSTRY INNOVATORS ETF | 132727 | 2645249 | ETF |
| ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF | 46497 | 2578724 | ETF |
| OTIS WORLDWIDE CORP COM | 29002 | 2533307 | Stock |
| ISHARES U.S. TECHNOLOGY ETF | 12465 | 2489011 | ETF |
| FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND | 26436 | 2451410 | ETF |
| WELLS FARGO & CO COM | 26088 | 2431414 | Stock |
| DIMENSIONAL US CORE EQUITY MARKET ETF | 51728 | 2420867 | ETF |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 29730 | 2373643 | ETF |
| VANGUARD DIVIDEND APPRECIATION ETF | 10218 | 2245712 | ETF |
| CATERPILLAR INC COM | 3913 | 2241531 | Stock |
| HOME DEPOT INC COM | 26634 | 2217397 | Stock |
| TORONTO DOMINION BK ONT COM NEW | 23400 | 2204233 | Stock |
| ELI LILLY & CO COM | 2040 | 2192625 | Stock |
| BANK AMERICA CORP COM | 39770 | 2187375 | Stock |
| TESLA INC COM | 4697 | 2112327 | Stock |
| MCDONALDS CORP COM | 6776 | 2071096 | Stock |
| CITIGROUP INC COM NEW | 16875 | 1969161 | Stock |
| CHEVRON CORP NEW COM | 12286 | 1872509 | Stock |
| ISHARES MORNINGSTAR MID-CAP VALUE ETF | 22656 | 1865454 | ETF |
| TRAVELERS COMPANIES INC COM | 6331 | 1836440 | Stock |
| PACER GLOBAL CASH COWS DIVIDEND ETF | 44082 | 1817052 | ETF |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 19174 | 1801781 | ETF |
| VISA INC COM CL A | 30344 | 1722801 | Stock |
| GE VERNOVA INC COM | 2587 | 1690707 | Stock |
| DIMENSIONAL ULTRASHORT FIXED INCOME ETF | 32848 | 1663766 | ETF |
| VANGUARD GROWTH ETF | 3399 | 1658005 | ETF |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 27900 | 1621548 | ETF |
| GOLUB CAP BDC INC COM | 118986 | 1614638 | CEF |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 20843 | 1572386 | ETF |
| HONEYWELL INTL INC COM | 7933 | 1547683 | Stock |
| CORNING INC COM | 17448 | 1527747 | Stock |
| LOCKHEED MARTIN CORP COM | 3080 | 1489704 | Stock |
| AVANTIS INTERNATIONAL LARGE CAP VALUE ETF | 20908 | 1489277 | ETF |
| AVANTIS INTERNATIONAL EQUITY ETF | 17675 | 1455006 | ETF |
| SS&C TECHNOLOGIES HLDGS INC COM | 16473 | 1440070 | Stock |
| THE CIGNA GROUP COM | 5134 | 1413031 | Stock |
| MERCK & CO INC COM | 13242 | 1393853 | Stock |
| SELECTIVE INS GROUP INC COM | 16411 | 1373147 | Stock |
| ENTERPRISE PRODS PARTNERS L P COM | 42728 | 1369860 | Stock |
| GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 28657 | 1369518 | ETF |
| PEPSICO INC COM | 9296 | 1334228 | Stock |
| PROCTER & GAMBLE CO COM | 9248 | 1325359 | Stock |
| AVANTIS EMERGING MARKETS EQUITY ETF | 17186 | 1323666 | ETF |
| PROLOGIS INC. COM | 10311 | 1316302 | REIT |
| FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | 28687 | 1315321 | ETF |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 22891 | 1310300 | ETF |
| GENERAL DYNAMICS CORP COM | 3883 | 1307251 | Stock |
| ISHARES RUSSELL 1000 VALUE ETF | 6167 | 1297181 | ETF |
| MASTERCARD INCORPORATED CL A | 2246 | 1282370 | Stock |
| VANGUARD ESG INTERNATIONAL STOCK ETF | 17706 | 1268082 | ETF |
| INTUITIVE SURGICAL INC COM NEW | 2239 | 1268062 | Stock |
| PALANTIR TECHNOLOGIES INC CL A | 7046 | 1252356 | Stock |
| ISHARES MSCI EAFE VALUE ETF | 17275 | 1233577 | ETF |
| ISHARES MORNINGSTAR SMALL CAP VALUE ETF | 17976 | 1231356 | ETF |
| CISCO SYS INC COM | 15727 | 1211452 | Stock |
| GOLDMAN SACHS GROUP INC COM | 1263 | 1110336 | Stock |
| NETFLIX INC. COM | 11833 | 1109467 | Stock |
| PHILIP MORRIS INTL INC COM | 6845 | 1097917 | Stock |
| APPLOVIN CORP COM CL A | 1571 | 1058246 | Stock |
| ORACLE CORP COM | 5367 | 1046156 | Stock |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 3424 | 1040437 | ADR |
| DEERE & CO COM | 2209 | 1028616 | Stock |
| ANALOG DEVICES INC COM | 3659 | 992246 | Stock |
| CVS HEALTH CORP COM | 12371 | 981802 | Stock |
| ISHARES RUSSELL 1000 GROWTH ETF | 2024 | 957730 | ETF |
| GENERAL MTRS CO COM | 11742 | 954860 | Stock |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 17300 | 947521 | ETF |
| VANGUARD COMMUNICATION SERVICES ETF | 4800 | 929424 | ETF |
| REALTY INCOME CORP COM | 16147 | 910206 | REIT |
| WP CAREY INC COM | 14132 | 909561 | REIT |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 6307 | 903982 | ETF |
| ISHARES BITCOIN TRUST ETF | 18125 | 899906 | ETF |
| INTERNATIONAL BUSINESS MACHS COM | 3033 | 898509 | Stock |
| GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 17640 | 897170 | ETF |
| ASML HLDG NV N Y REGISTRY SHS | 837 | 895086 | ADR |
| ALLSTATE CORP COM | 17099 | 865171 | Stock |
| CAPITAL ONE FINL CORP COM | 3546 | 859409 | Stock |
| BLACKSTONE INC COM | 5554 | 856033 | Stock |
| CHUBB LIMITED COM | 2704 | 843972 | Stock |
| SPDR GOLD SHARES | 2115 | 838196 | ETF |
| WELLTOWER INC COM | 4499 | 835059 | REIT |
| DANAHER CORPORATION COM | 3625 | 829764 | Stock |
| PNC FINL SVCS GROUP INC COM | 3847 | 802985 | Stock |
| MEDTRONIC PLC SHS | 8346 | 801717 | Stock |
| TEXAS INSTRS INC COM | 4609 | 799547 | Stock |
| CAPITAL GROUP DIVIDEND GROWERS ETF | 22000 | 784080 | ETF |
| ISHARES MSCI ACWI ETF | 5535 | 783134 | ETF |
| ROCKWELL AUTOMATION INC COM | 2006 | 780625 | Stock |
| ISHARES MORNINGSTAR GROWTH ETF | 7230 | 752209 | ETF |
| UBER TECHNOLOGIES INC COM | 9144 | 747125 | Stock |
| GE AEROSPACE COM NEW | 2390 | 736315 | Stock |
| UNITEDHEALTH GROUP INC COM | 18805 | 708873 | Stock |
| INVESCO QQQ TRUST SERIES I | 1145 | 703385 | ETF |
| ELEVANCE HEALTH INC FORMERLY A COM | 1999 | 700609 | Stock |
| ISHARES U.S. MEDICAL DEVICES ETF | 11241 | 698628 | ETF |
| EMERSON ELEC CO COM | 5015 | 665575 | Stock |
| ISHARES ESG OPTIMIZED MSCI USA ETF | 4773 | 665094 | ETF |
| VANGUARD SHORT-TERM TREASURY ETF | 11315 | 664530 | ETF |
| VANGUARD SMALL-CAP ETF | 2566 | 661900 | ETF |
| ADOBE INC COM | 1877 | 656931 | Stock |
| KEYCORP COM | 31739 | 655093 | Stock |
| PARAMETRIC EQUITY PREMIUM INCOME ETF | 25000 | 644600 | ETF |
| VISTRA CORP COM | 3972 | 640780 | Stock |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 7016 | 627441 | ETF |
| UNION PAC CORP COM | 2692 | 622714 | Stock |
| SHOPIFY INC CL A SUB VTG SHS | 3798 | 611422 | Stock |
| NEXTERA ENERGY INC COM | 7599 | 610047 | Stock |
| BLACKROCK INC COM | 564 | 603672 | Stock |
| COSTCO WHOLESALE CORPORATION COM | 700 | 603295 | Stock |
| AIR PRODS & CHEMS INC COM | 2422 | 598195 | Stock |
| TR ACTIVEBETA US LARGE CAP EQUITY ETF | 4365 | 577795 | ETF |
| NEWMONT CORP COM | 5697 | 568802 | Stock |
| VANGUARD FTSE EMERGING MARKETS ETF | 10548 | 567060 | ETF |
| INVESCO NASDAQ NEXT GEN 100 ETF | 562679 | 562679 | ETF |
| LOWES COS INC COM | 2328 | 561361 | Stock |
| ISHARES U.S. FINANCIALS ETF | 4343 | 559943 | ETF |
| NU HLDGS LTD ORD SHS CL A | 33209 | 555919 | Stock |
| MERCADOLIBRE INC COM | 276 | 555839 | Stock |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 12208 | 545820 | ETF |
| ISHARES RUSSELL 2000 ETF | 2206 | 542961 | ETF |
| VERIZON COMMUNICATIONS INC COM | 13321 | 542577 | Stock |
| WISDOMTREE US VALUE FUND OF BENEF INTEREST | 5788 | 539998 | ETF |
| VANGUARD ESG U.S. STOCK ETF | 4445 | 537667 | ETF |
| BOOKING HOLDINGS INC COM | 100 | 533836 | Stock |
| SERVICENOW INC COM | 3466 | 530916 | Stock |
| GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | 12201 | 523911 | ETF |
| INTEL CORP COM | 14145 | 521939 | Stock |
| STATE STREET SPDR S&P DIVIDEND ETF | 3743 | 520876 | ETF |
| EATON CORP PLC SHS | 1606 | 511374 | Stock |
| ISHARES GOLD TRUST | 6290 | 510559 | ETF |
| ALTRIA GROUP INC COM | 8583 | 494915 | Stock |
| BLUEROCK PVT REAL ESTATE FD COM | 32303 | 484545 | CEF |
| NORTHROP GRUMMAN CORP COM | 811 | 462368 | Stock |
| BOSTON SCIENTIFIC CORP COM | 4837 | 461230 | Stock |
| L3HARRIS TECHNOLOGIES INC COM | 18301 | 460336 | Stock |
| CORTEVA INC COM | 6726 | 450834 | Stock |
| SALESFORCE INC COM | 24893 | 447331 | Stock |
| DIMENSIONAL US HIGH PROFITABILITY ETF | 11614 | 441665 | ETF |
| VANGUARD CONSUMER DISCRETIONARY ETF | 1068 | 420707 | ETF |
| ADVANCED MICRO DEVICES INC COM | 24244 | 418552 | Stock |
| PARKER-HANNIFIN CORP COM | 468 | 411419 | Stock |
| VANGUARD INFORMATION TECHNOLOGY ETF | 545 | 410810 | ETF |
| NIKE INC CL B | 6323 | 402838 | Stock |
| 3M CO COM | 2483 | 397495 | Stock |
| PALO ALTO NETWORKS INC COM | 2156 | 397135 | Stock |
| MONDELEZ INTL INC CL A | 7321 | 394089 | Stock |
| ISHARES CORE S&P 500 ETF | 572 | 391647 | ETF |
| AT&T INC COM | 15720 | 390479 | Stock |
| CROWDSTRIKE HLDGS INC CL A | 826 | 387107 | Stock |
| NOVARTIS AG SPONSORED ADR | 2778 | 382970 | ADR |
| ISHARES CORE S&P US VALUE ETF | 3703 | 379706 | ETF |
| ENBRIDGE INC COM | 7884 | 377234 | Stock |
| ABBOTT LABS COM | 3009 | 376978 | Stock |
| ROBINHOOD MKTS INC COM CL A | 3290 | 372051 | Stock |
| TJX COS INC NEW COM | 25957 | 365180 | Stock |
| THERMO FISHER SCIENTIFIC INC COM | 615 | 356160 | Stock |
| VANGUARD TOTAL BOND MARKET ETF | 4791 | 354853 | ETF |
| FIRST CTZNS BANCSHARES INC DEL CL A | 164 | 351900 | Stock |
| JOHNSON CTLS INTL PLC SHS | 2927 | 350508 | Stock |
| COLGATE PALMOLIVE CO COM | 4390 | 346885 | Stock |
| WASTE MGMT INC DEL COM | 1578 | 346702 | Stock |
| CSX CORP COM | 9472 | 343360 | Stock |
| SIMON PPTY GROUP INC NEW COM | 1817 | 336271 | REIT |
| SCHWAB CHARLES CORP COM | 3346 | 334250 | Stock |
| DISNEY WALT CO COM | 2935 | 333893 | Stock |
| DELTA AIR LINES INC DEL COM NEW | 4644 | 322294 | Stock |
| AMERICAN INTL GROUP INC COM NEW | 3764 | 322010 | Stock |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 2350 | 321809 | ETF |
| ISHARES SEMICONDUCTOR ETF | 1068 | 321628 | ETF |
| SPDR S&P MIDCAP 400 ETF TRUST | 532 | 320731 | ETF |
| SNOWFLAKE INC COM SHS | 1437 | 315208 | Stock |
| AMGEN INC COM | 957 | 313344 | Stock |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 2105 | 312992 | ETF |
| DIAGEO PLC SPON ADR NEW | 3592 | 309882 | ADR |
| ASTRAZENECA PLC SPONSORED ADR | 3358 | 308659 | ADR |
| RIO TINTO PLC SPONSORED ADR | 3840 | 307315 | ADR |
| CONOCOPHILLIPS COM | 3260 | 305196 | Stock |
| CADENCE DESIGN SYSTEM INC COM | 975 | 304766 | Stock |
| VANGUARD MEGA CAP VALUE ETF | 2159 | 304764 | ETF |
| INVESCO S&P GLOBAL WATER INDEX ETF | 4835 | 304659 | ETF |
| TELEDYNE TECHNOLOGIES INC COM | 593 | 302814 | Stock |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | 2065 | 302659 | ADR |
| SHERWIN WILLIAMS CO COM | 926 | 300052 | Stock |
| INVESCO WATER RESOURCES ETF | 4170 | 293608 | ETF |
| ISHARES TRUST ISHARES USD GREEN BOND ETF | 6076 | 291257 | ETF |
| VANGUARD CORE BOND ETF | 3666 | 285569 | ETF |
| AUTOMATIC DATA PROCESSING INC COM | 1107 | 284754 | Stock |
| APPLIED MATLS INC COM | 1099 | 282545 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 2647 | 282435 | ETF |
| VANGUARD LARGE-CAP ETF | 896 | 282061 | ETF |
| NORTHERN TR CORP COM | 2000 | 273180 | Stock |
| XYLEM INC COM | 2000 | 272360 | Stock |
| TRUIST FINL CORP COM | 5511 | 271196 | Stock |
| CLOUDFLARE INC CL A COM | 1375 | 271118 | Stock |
| PHILLIPS 66 COM | 2050 | 264597 | Stock |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 10447 | 263682 | ETF |
| ASSURANT INC COM | 1092 | 262889 | Stock |
| US BANCORP DEL COM NEW | 4803 | 256288 | Stock |
| LAM RESEARCH CORP COM NEW | 1475 | 252490 | Stock |
| ISHARES U.S. REGIONAL BANKS ETF | 4450 | 245418 | ETF |
| ARCHER DANIELS MIDLAND CO COM | 4257 | 244735 | Stock |
| OREILLY AUTOMOTIVE INC COM | 2649 | 241616 | Stock |
| CARDINAL HEALTH INC COM | 1161 | 238586 | Stock |
| ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | 3735 | 237135 | ETF |
| LENNAR CORP CL A | 2281 | 234487 | Stock |
| BRISTOL-MYERS SQUIBB CO COM | 4313 | 232631 | Stock |
| SONY GROUP CORP SPONSORED ADR | 9060 | 231936 | ADR |
| QUALCOMM INC COM | 1356 | 231916 | Stock |
| VANGUARD TAX-EXEMPT BOND ETF | 4593 | 230982 | ETF |
| INVESCO AI AND NEXT GEN SOFTWARE ETF | 3855 | 229257 | ETF |
| DELL TECHNOLOGIES INC CL C | 1808 | 227553 | Stock |
| INTERACTIVE BROKERS GROUP INC COM CL A | 3496 | 224805 | Stock |
| PACCAR INC COM | 2042 | 223620 | Stock |
| AON PLC SHS CL A | 631 | 222517 | Stock |
| DEXCOM INC COM | 11009 | 220847 | Stock |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 2374 | 220058 | ADR |
| ISHARES RUSSELL MIDCAP ETF | 2260 | 217570 | ETF |
| MARVELL TECHNOLOGY INC COM | 2558 | 217379 | Stock |
| GILEAD SCIENCES INC COM | 1768 | 217017 | Stock |
| AMERICAN EXPRESS CO COM | 586 | 216832 | Stock |
| INTERCONTINENTAL EXCHANGE INC COM | 24824 | 214918 | Stock |
| MARTIN MARIETTA MATLS INC COM | 337 | 209785 | Stock |
| SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | 11270 | 208946 | Stock |
| FORTIVE CORP COM | 3761 | 207645 | Stock |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 4848 | 206961 | ETF |
| HDFC BANK LTD SPONSORED ADS | 5663 | 206926 | ADR |
| KENVUE INC COM | 11892 | 205138 | Stock |
| WISDOMTREE U.S. TOTAL DIVIDEND FUND | 2407 | 204333 | ETF |
| INTERNATIONAL PAPER CO COM | 5180 | 204040 | Stock |
| SYNOPSYS INC COM | 432 | 202849 | Stock |
| ENERGY TRANSFER L P COM UT LTD PTN | 12290 | 202662 | Stock |
| ECOLAB INC COM | 769 | 201878 | Stock |
| BARRICK MNG CORP COM SHS | 4579 | 199449 | Stock |
| ALCON AG ORD SHS | 2529 | 199330 | Stock |
| VANECK SEMICONDUCTOR ETF | 546 | 196631 | ETF |
| TOTALENERGIES SE ACT | 2978 | 194289 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 3383 | 192188 | ETF |
| SPOTIFY TECHNOLOGY S A SHS | 329 | 191021 | Stock |
| WEBSTER FINL CORP COM | 3033 | 190897 | Stock |
| INTERDIGITAL INC COM | 592 | 188631 | Stock |
| COTERRA ENERGY INC COM | 7140 | 187925 | Stock |
| ISHARES CYBERSECURITY & TECH ETF | 3900 | 187668 | ETF |
| INSMED INC COM PAR $.01 | 1073 | 186712 | Stock |
| AMERIPRISE FINL INC COM | 380 | 186185 | Stock |
| ATMOS ENERGY CORP COM | 1097 | 183890 | Stock |
| ILLINOIS TOOL WKS INC COM | 742 | 182692 | Stock |
| FEDEX CORP COM | 632 | 182648 | Stock |
| RPM INTL INC COM | 1752 | 182208 | Stock |
| DIMENSIONAL WORLD EQUITY ETF | 2462 | 182150 | ETF |
| PFIZER INC COM | 7184 | 178879 | Stock |
| STRYKER CORPORATION COM | 508 | 178413 | Stock |
| COMCAST CORP NEW CL A | 5968 | 178374 | Stock |
| AIRBNB INC COM CL A | 1306 | 177250 | Stock |
| ISHARES SELECT DIVIDEND ETF | 1255 | 177131 | ETF |
| AXCELIS TECHNOLOGIES INC COM NEW | 2196 | 176416 | Stock |
| KINDER MORGAN INC DEL COM | 6408 | 176156 | Stock |
| ISHARES MORNINGSTAR VALUE ETF | 1866 | 176076 | ETF |
| MICROCHIP TECHNOLOGY INC. COM | 2758 | 175771 | Stock |
| TE CONNECTIVITY PLC ORD SHS | 770 | 175195 | Stock |
| MARATHON PETE CORP COM | 1077 | 175085 | Stock |
| YETI HLDGS INC COM | 3946 | 174295 | Stock |
| LPL FINL HLDGS INC COM | 487 | 174056 | Stock |
| VANGUARD MID-CAP GROWTH ETF | 615 | 171671 | ETF |
| ZIMMER BIOMET HOLDINGS INC COM | 1908 | 171567 | Stock |
| MONOLITHIC PWR SYS INC COM | 188 | 170396 | Stock |
| VERTEX PHARMACEUTICALS INC COM | 374 | 169358 | Stock |
| VANGUARD U.S. MULTIFACTOR ETF | 1123 | 169205 | ETF |
| SKYWARD SPECIALTY INS GROUP IN COM | 3308 | 169072 | Stock |
| AMPHENOL CORP CL A | 1244 | 168091 | Stock |
| CRH PLC ORD | 1327 | 165560 | Stock |
| WHITE MTNS INS GROUP LTD COM | 79 | 163450 | Stock |
| DOLLAR TREE INC COM | 1327 | 163235 | Stock |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 1623 | 162852 | ETF |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 1048 | 162566 | ETF |
| NOVO-NORDISK A S ADR | 3194 | 162519 | ADR |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 3375 | 162371 | ETF |
| NXP SEMICONDUCTORS N V COM | 24584 | 161998 | Stock |
| ISHARES GLOBAL 100 ETF | 1263 | 159955 | ETF |
| T-MOBILE US INC COM | 786 | 159590 | Stock |
| SPDR PORTFOLIO EMERGING MARKETS ETF | 3387 | 158545 | ETF |
| FORMFACTOR INC COM | 2842 | 158527 | Stock |
| OSHKOSH CORP COM | 1261 | 158419 | Stock |
| DICKS SPORTING GOODS INC COM | 800 | 158376 | Stock |
| GENERAL MLS INC COM | 3393 | 157754 | Stock |
| NATERA INC COM | 683 | 156398 | Stock |
| ISHARES S&P MID-CAP 400 VALUE ETF | 1180 | 155276 | ETF |
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