Meridian Wealth Management, 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, Meridian Wealth Management, LLC held in its portfolio 500 assets valued at $2,841,176,871 (i.e. $2.84B).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($149.61M), APPLE INC ($116.58M), and INVESCO QQQ TR ($99.80M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Meridian Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 802078 | 149610200 | COM |
| APPLE INC | 428805 | 116575008 | COM |
| INVESCO QQQ TR | 162458 | 99799821 | UNIT SER 1 |
| AMAZON COM INC | 383810 | 88592545 | COM |
| MICROSOFT CORP | 170948 | 82673685 | COM |
| EXXON MOBIL CORP | 676521 | 81412542 | COM |
| ALPHABET INC | 211436 | 66179564 | CAP STK CL A |
| SPDR S&P 500 ETF TR | 95187 | 65008048 | TR UNIT |
| SPDR SERIES TRUST | 892335 | 63885386 | STATE STREET SPD |
| JPMORGAN CHASE & CO. | 196938 | 63457446 | COM |
| BROADCOM INC | 132630 | 45903285 | COM |
| META PLATFORMS INC | 62772 | 41435283 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 71745 | 36062461 | CL B NEW |
| VANGUARD INDEX FDS | 66450 | 32418191 | GROWTH ETF |
| TESLA INC | 72015 | 32386534 | COM |
| ALPHABET INC | 100616 | 31573146 | CAP STK CL C |
| ISHARES TR | 45626 | 31258688 | CORE S&P500 ETF |
| INVESCO EXCH TRADED FD TR II | 246665 | 29432011 | S&P 500 MOMNTM |
| SPDR GOLD TR | 72710 | 28815506 | GOLD SHS |
| SCHWAB STRATEGIC TR | 854002 | 27857532 | US LCAP GR ETF |
| VANGUARD INDEX FDS | 129464 | 24726394 | VALUE ETF |
| PALANTIR TECHNOLOGIES INC | 134257 | 23864196 | CL A |
| ROBINHOOD MKTS INC | 208253 | 23553359 | COM CL A |
| SHOPIFY INC | 137081 | 22065929 | CL A SUB VTG SHS |
| ALPS ETF TR | 832218 | 21695918 | SMITH CORE PLUS |
| CATERPILLAR INC | 36278 | 20782637 | COM |
| VANGUARD BD INDEX FDS | 272061 | 20151552 | TOTAL BND MRKT |
| TAIWAN SEMICONDUCTOR MFG LTD | 65974 | 20048954 | SPONSORED ADS |
| INTUITIVE SURGICAL INC | 34013 | 19263718 | COM NEW |
| VANGUARD INDEX FDS | 29791 | 18682996 | S&P 500 ETF SHS |
| AERCAP HOLDINGS NV | 129211 | 18575373 | SHS |
| WALMART INC | 165062 | 18389993 | COM |
| VANGUARD INDEX FDS | 54563 | 18293458 | TOTAL STK MKT |
| ABBVIE INC | 75198 | 17182026 | COM |
| COSTCO WHSL CORP NEW | 18410 | 15876022 | COM |
| VANGUARD INDEX FDS | 73777 | 15625160 | SM CP VAL ETF |
| INTERNATIONAL BUSINESS MACHS | 52635 | 15592695 | COM |
| ELI LILLY & CO | 13818 | 14850392 | COM |
| ISHARES TR | 211713 | 13973432 | CORE S&P MCP ETF |
| SCHWAB STRATEGIC TR | 576948 | 13869824 | INTL EQTY ETF |
| ADVANCED MICRO DEVICES INC | 62803 | 13449815 | COM |
| GLOBAL X FDS | 289957 | 13445291 | ADAPTIVE US |
| FIRST TR EXCHNG TRADED FD VI | 384142 | 13160705 | FT VEST LADDERED |
| ISHARES TR | 188793 | 13106010 | CORE DIV GRWTH |
| HOME DEPOT INC | 36716 | 12633880 | COM |
| SCHWAB STRATEGIC TR | 467241 | 12255742 | US BRD MKT ETF |
| ISHARES TR | 135886 | 12156351 | CORE MSCI EAFE |
| CHEVRON CORP NEW | 77698 | 11841979 | COM |
| INVESCO EXCHANGE TRADED FD T | 164108 | 11817447 | S&P SMLCP MOMENT |
| ORACLE CORP | 60482 | 11788573 | COM |
| ISHARES SILVER TR | 181558 | 11695966 | ISHARES |
| KLA CORP | 9578 | 11638325 | COM NEW |
| VANECK ETF TRUST | 132723 | 11383677 | GOLD MINERS ETF |
| JOHNSON & JOHNSON | 52902 | 10948222 | COM |
| VISA INC | 30762 | 10788549 | COM CL A |
| RTX CORPORATION | 55696 | 10215396 | COM |
| MASTERCARD INCORPORATED | 17240 | 9842177 | CL A |
| STOCK YDS BANCORP INC | 150004 | 9742760 | COM |
| ISHARES TR | 86347 | 9511122 | TRUST ISHARE 0-1 |
| BONDBLOXX ETF TRUST | 186893 | 9247241 | BLOOMBERG FVE YR |
| ISHARES TR | 30096 | 9063549 | ISHARES SEMICDTR |
| REDDIT INC | 39289 | 9031362 | CL A |
| ISHARES TR | 64220 | 8294655 | EXPND TEC SC ETF |
| PROCTER AND GAMBLE CO | 57315 | 8213821 | COM |
| NETFLIX INC | 86920 | 8149633 | COM |
| ISHARES TR | 160770 | 8112457 | TRS FLT RT BD |
| PEPSICO INC | 56182 | 8063194 | COM |
| VANGUARD SCOTTSDALE FDS | 94988 | 7955215 | INT-TERM CORP |
| GE AEROSPACE | 25217 | 7767626 | COM NEW |
| MERCK & CO INC | 72747 | 7657366 | COM |
| INVESCO EXCH TRADED FD TR II | 136569 | 7589135 | S&P INTL MOMNT |
| CROWDSTRIKE HLDGS INC | 16180 | 7584438 | CL A |
| VANGUARD SCOTTSDALE FDS | 92336 | 7361927 | SHRT TRM CORP BD |
| SCHWAB STRATEGIC TR | 294657 | 7336970 | 1 5YR CORP BD |
| SCHWAB STRATEGIC TR | 241069 | 7248937 | US MID-CAP ETF |
| SIMPLIFY EXCHANGE TRADED FUN | 319206 | 7108718 | HIGH YIELD ETF |
| VANGUARD SPECIALIZED FUNDS | 31986 | 7029865 | DIV APP ETF |
| UNION PAC CORP | 29575 | 6841270 | COM |
| ISHARES TR | 56097 | 6743274 | CORE S&P SCP ETF |
| ISHARES TR | 146604 | 6663164 | MSCI INTL QUALTY |
| SCHWAB STRATEGIC TR | 232178 | 6612428 | US SML CAP ETF |
| PALO ALTO NETWORKS INC | 35485 | 6536250 | COM |
| VANGUARD TAX-MANAGED FDS | 100226 | 6262547 | VAN FTSE DEV MKT |
| JANUS DETROIT STR TR | 136190 | 6222521 | HENDERSON MTG |
| DEERE & CO | 13348 | 6214360 | COM |
| ARISTA NETWORKS INC | 47392 | 6209718 | COM SHS |
| SALESFORCE INC | 23109 | 6121772 | COM |
| SPDR DOW JONES INDL AVERAGE | 12621 | 6065039 | UT SER 1 |
| INVESCO EXCHANGE TRADED FD T | 46809 | 5949952 | LARGE CAP GROWTH |
| MAIN STR CAP CORP | 98285 | 5935423 | COM |
| INVESCO EXCH TRADED FD TR II | 239539 | 5827973 | VAR RATE PFD |
| VANGUARD INDEX FDS | 20809 | 5810432 | MCAP GR IDXVIP |
| INVESCO EXCH TRADED FD TR II | 22948 | 5804075 | NASDAQ 100 ETF |
| ISHARES TR | 106744 | 5644617 | ISHS 1-5YR INVS |
| FIRST TR EXCHANGE-TRADED FD | 324196 | 5514567 | WCM INTL EQUITY |
| ISHARES TR | 40270 | 5514564 | RUS MD CP GR ETF |
| KINDER MORGAN INC DEL | 198992 | 5470302 | COM |
| VANGUARD INDEX FDS | 21837 | 5450762 | SMALL CP ETF |
| ASML HOLDING N V | 4949 | 5294417 | N Y REGISTRY SHS |
| UNITEDHEALTH GROUP INC | 16036 | 5293641 | COM |
| ISHARES TR | 54476 | 5231355 | MSCI EAFE ETF |
| ARES MANAGEMENT CORPORATION | 32117 | 5190995 | CL A COM STK |
| GILEAD SCIENCES INC | 41863 | 5138263 | COM |
| SCHWAB STRATEGIC TR | 171739 | 5085186 | US LCAP VA ETF |
| D R HORTON INC | 34330 | 4944591 | COM |
| KAYNE ANDERSON ENERGY INFRST | 392584 | 4860194 | COM |
| NORTHROP GRUMMAN CORP | 8476 | 4833330 | COM |
| AMGEN INC | 14484 | 4740627 | COM |
| SOUTHERN CO | 54270 | 4732322 | COM |
| FIRST TR EXCHANGE-TRADED FD | 122683 | 4701208 | SMID RISNG ETF |
| EMERSON ELEC CO | 34906 | 4632779 | COM |
| VANGUARD WHITEHALL FDS | 32106 | 4607849 | HIGH DIV YLD |
| GE VERNOVA INC | 6901 | 4510042 | COM |
| SELECT SECTOR SPDR TR | 28589 | 4425611 | STATE STREET HEA |
| FIRSTENERGY CORP | 97396 | 4360429 | COM |
| WISDOMTREE TR | 84338 | 4351864 | US MIDCAP DIVID |
| ISHARES TR | 45143 | 4340984 | 7-10 YR TRSY BD |
| VANECK ETF TRUST | 11967 | 4309621 | SEMICONDUCTR ETF |
| SIMPLIFY EXCHANGE TRADED FUN | 133850 | 4289884 | HEDGED EQUITY |
| ISHARES TR | 21419 | 4276930 | U.S. TECH ETF |
| VANGUARD MUN BD FDS | 84688 | 4258950 | TAX EXEMPT BD |
| ISHARES TR | 8914 | 4219553 | RUS 1000 GRW ETF |
| LEGG MASON ETF INVT | 114202 | 4204926 | FRANKLIN INTL LW |
| ISHARES TR | 17074 | 4202858 | RUSSELL 2000 ETF |
| ARES CAPITAL CORP | 207458 | 4196880 | COM |
| MORGAN STANLEY | 23574 | 4185089 | COM NEW |
| VANGUARD INTL EQUITY INDEX F | 46192 | 4175797 | FTSE PACIFIC ETF |
| SELECT SECTOR SPDR TR | 41978 | 4174641 | STATE STREET CON |
| LAMAR ADVERTISING CO NEW | 32762 | 4147066 | CL A |
| ISHARES TR | 12064 | 4137587 | S&P 100 ETF |
| ING GROEP N.V. | 147724 | 4136273 | SPONSORED ADR |
| WISDOMTREE TR | 89351 | 4136058 | INDIA ERNGS FD |
| SCHWAB STRATEGIC TR | 152173 | 4094979 | US LRG CAP ETF |
| OREILLY AUTOMOTIVE INC | 44860 | 4091685 | COM |
| DIMENSIONAL ETF TRUST | 102898 | 4073732 | US CORE EQUITY 2 |
| FIDELITY COVINGTON TRUST | 18104 | 4067465 | MSCI INFO TECH I |
| AXSOME THERAPEUTICS INC | 21724 | 3967671 | COM |
| NEXTERA ENERGY INC | 75712 | 3919610 | UNIT 06/01/2027 |
| PROFESIONALLY MANAGED PORTFO | 58294 | 3859986 | AKRE FOCUS ETF |
| CLOUDFLARE INC | 19561 | 3856451 | CL A COM |
| FIRST TR EXCHANGE TRADED FD | 60956 | 3835333 | DORSEY WRT 5 ETF |
| VANGUARD BD INDEX FDS | 48355 | 3810896 | SHORT TRM BOND |
| ISHARES TR | 67084 | 3670169 | MSCI EMG MKT ETF |
| SPDR INDEX SHS FDS | 56785 | 3656364 | EURO STOXX 50 |
| S&P GLOBAL INC | 6950 | 3631968 | COM |
| SELECT SECTOR SPDR TR | 81023 | 3622276 | STATE STREET ENE |
| IREN LIMITED | 95182 | 3595024 | ORDINARY SHARES |
| CAPITAL GROUP GROWTH ETF | 80372 | 3574136 | SHS CREATION UNI |
| FISERV INC | 53155 | 3570421 | COM |
| BANK AMERICA CORP | 64761 | 3561835 | COM |
| ISHARES TR | 40593 | 3538176 | 20 YR TR BD ETF |
| SOFI TECHNOLOGIES INC | 132084 | 3457959 | COM |
| SCHWAB STRATEGIC TR | 125905 | 3453573 | US DIVIDEND EQ |
| THOMSON REUTERS CORP | 25762 | 3397818 | COM |
| CITIGROUP INC | 28871 | 3368946 | COM NEW |
| DIGITAL RLTY TR INC | 21452 | 3318853 | COM |
| ROPER TECHNOLOGIES INC | 7448 | 3315459 | COM |
| AMPHENOL CORP NEW | 24388 | 3295803 | CL A |
| VANGUARD INDEX FDS | 11302 | 3279961 | MID CAP ETF |
| WATERS CORP | 8610 | 3270336 | COM |
| SCHWAB STRATEGIC TR | 119595 | 3254171 | FUNDAMENTAL US L |
| BONDBLOXX ETF TRUST | 64150 | 3192243 | BLOOMBERG THREE |
| TIDAL TRUST I | 128333 | 3177525 | FUNDSTRAT GRANNY |
| BONDBLOXX ETF TRUST | 65904 | 3166304 | BLOOMBERG SEVEN |
| VANGUARD INTL EQUITY INDEX F | 42984 | 3161879 | ALLWRLD EX US |
| COCA COLA CO | 44510 | 3111728 | COM |
| EQUITABLE HLDGS INC | 64469 | 3071964 | COM |
| GLOBAL X FDS | 63814 | 3049676 | US INFR DEV ETF |
| ISHARES TR | 36507 | 2943569 | IBOXX HI YD ETF |
| BOOKING HOLDINGS INC | 545 | 2919581 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 36249 | 2910790 | COM |
| ALPS ETF TR | 48122 | 2909958 | SECTR DIV DOGS |
| PAYCHEX INC | 25727 | 2886079 | COM |
| LOWES COS INC | 11948 | 2881297 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 4773 | 2879218 | UTSER1 S&PDCRP |
| APPLIED MATLS INC | 11201 | 2878670 | COM |
| BRISTOL-MYERS SQUIBB CO | 51686 | 2788303 | COM |
| VANGUARD WORLD FD | 42397 | 2753478 | EXTENDED DUR |
| LAM RESEARCH CORP | 16061 | 2749293 | COM NEW |
| CAPITAL GROUP DIVIDEND VALUE | 62612 | 2732403 | SHS CREATION UNI |
| QXO INC | 138811 | 2677664 | COM NEW |
| MARVELL TECHNOLOGY INC | 31239 | 2654668 | COM |
| BOEING CO | 12149 | 2649805 | COM |
| SERVICENOW INC | 17189 | 2633113 | COM |
| CAPITAL GRP FIXED INCM ETF T | 98958 | 2624379 | CORE BOND ETF |
| TJX COS INC NEW | 16786 | 2578505 | COM |
| ISHARES TR | 20353 | 2578076 | GLOBAL 100 ETF |
| ISHARES TR | 26608 | 2561598 | RUS MID CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 13361 | 2559404 | S&P500 EQL WGT |
| VANGUARD INTL EQUITY INDEX F | 47553 | 2556294 | FTSE EMR MKT ETF |
| FIDELITY NATIONAL FINANCIAL | 45775 | 2498870 | COM SHS |
| CAPITAL GROUP CORE EQUITY ET | 61462 | 2472629 | SHS CREATION UNI |
| ISHARES TR | 24469 | 2456218 | 0-3 MNTH TREASRY |
| SELECT SECTOR SPDR TR | 17060 | 2456191 | STATE STREET TEC |
| ISHARES TR | 24497 | 2446782 | CORE US AGGBD ET |
| SELECT SECTOR SPDR TR | 44533 | 2441177 | STATE STREET FIN |
| PHILIP MORRIS INTL INC | 15190 | 2436501 | COM |
| APPLOVIN CORP | 3595 | 2422053 | COM CL A |
| DARDEN RESTAURANTS INC | 13062 | 2403669 | COM |
| AMERICAN EXPRESS CO | 6433 | 2380031 | COM |
| ISHARES TR | 11885 | 2360543 | MSCI USA QLT FCT |
| VANGUARD WORLD FD | 3131 | 2360391 | INF TECH ETF |
| NOVO-NORDISK A S | 46335 | 2357514 | ADR |
| ETF SER SOLUTIONS | 53641 | 2344098 | APTUS COLLRD INV |
| MCDONALDS CORP | 7657 | 2340251 | COM |
| PROGRESSIVE CORP | 10082 | 2295860 | COM |
| GOLDMAN SACHS ETF TR | 17336 | 2294792 | ACTIVEBETA US LG |
| INVESCO EXCHANGE TRADED FD T | 16417 | 2273154 | S&P MDCP MOMNTUM |
| FIDELITY MERRIMACK STR TR | 45203 | 2270559 | LOW DURTIN ETF |
| VERIZON COMMUNICATIONS INC | 54867 | 2234447 | COM |
| GOLDMAN SACHS GROUP INC | 2519 | 2213830 | COM |
| INVESCO EXCHANGE TRADED FD T | 14056 | 2201625 | AEROSPACE DEFN |
| CADENCE DESIGN SYSTEM INC | 6845 | 2139676 | COM |
| INNODATA INC | 41927 | 2136181 | COM NEW |
| ISHARES TR | 19839 | 2116821 | SHRT NAT MUN ETF |
| CITIZENS FINL GROUP INC | 36147 | 2111365 | COM |
| LOCKHEED MARTIN CORP | 4336 | 2097188 | COM |
| VANGUARD INDEX FDS | 11687 | 2073588 | MCAP VL IDXVIP |
| CAPITAL GROUP GBL GROWTH EQT | 59125 | 2048695 | SHS CREATION UNI |
| ISHARES TR | 87311 | 2043506 | IBONDS DEC 29 |
| QUALCOMM INC | 11921 | 2041159 | COM |
| SELECT SECTOR SPDR TR | 47571 | 2030815 | STATE STREET UTI |
| EATON CORP PLC | 6360 | 2025876 | SHS |
| ISHARES TR | 91120 | 2011021 | IBONDS DEC 2030 |
| ISHARES TR | 85658 | 1972279 | US TREAS BD ETF |
| PROSHARES TR | 33824 | 1959067 | PSHS ULT S&P 500 |
| VANGUARD WHITEHALL FDS | 21684 | 1951557 | INTL HIGH ETF |
| ISHARES TR | 7043 | 1950497 | RUS TP200 GR ETF |
| MICRON TECHNOLOGY INC | 6797 | 1939897 | COM |
| CISCO SYS INC | 25093 | 1932888 | COM |
| ISHARES TR | 28174 | 1932736 | EUROPE ETF |
| ISHARES INC | 26197 | 1904003 | MSCI EMRG CHN |
| DUKE ENERGY CORP NEW | 16040 | 1880064 | COM NEW |
| RIOT PLATFORMS INC | 147777 | 1872335 | COM |
| INVESCO EXCH TRADED FD TR II | 33152 | 1848872 | INVESCO PHLX SM |
| PROSHARES TR | 26220 | 1846158 | PSHS ULTRA QQQ |
| PFIZER INC | 74120 | 1845691 | COM |
| AT&T INC | 74117 | 1841056 | COM |
| DISNEY WALT CO | 15902 | 1809119 | COM |
| PARKER-HANNIFIN CORP | 2051 | 1802747 | COM |
| ABBOTT LABS | 14335 | 1796005 | COM |
| ISHARES TR | 18564 | 1787723 | US HOME CONS ETF |
| WASTE MGMT INC DEL | 8130 | 1786177 | COM |
| ISHARES TR | 18398 | 1782398 | S&P MC 400GR ETF |
| ISHARES TR | 16493 | 1766541 | NATIONAL MUN ETF |
| CAPITAL GROUP CONSERVATIVE E | 57679 | 1758633 | SHS |
| ISHARES TR | 4656 | 1738784 | RUS 1000 ETF |
| VANGUARD WORLD FD | 4150 | 1712901 | MEGA GRWTH IND |
| INNOVATOR ETFS TRUST | 46450 | 1712147 | QUITY MANAGD FLR |
| BANK NEW YORK MELLON CORP | 14674 | 1703482 | COM |
| FASTENAL CO | 41567 | 1668064 | COM |
| ISHARES TR | 15750 | 1653768 | GLOBAL TECH ETF |
| VANGUARD STAR FDS | 21861 | 1649184 | VG TL INTL STK F |
| FIDELITY WISE ORIGIN BITCOIN | 21165 | 1613408 | SHS |
| DELTA AIR LINES INC DEL | 23118 | 1605395 | COM NEW |
| AMERICAN CENTY ETF TR | 20874 | 1581607 | US LARGE CAP VLU |
| ISHARES TR | 4886 | 1578095 | RUS 2000 GRW ETF |
| ISHARES TR | 8682 | 1573262 | RUS 2000 VAL ETF |
| FIDELITY COVINGTON TRUST | 20192 | 1569717 | MSCI FINLS IDX |
| GRAYSCALE BITCOIN TRUST ETF | 22789 | 1557856 | SHS REP COM UT |
| SPDR INDEX SHS FDS | 34868 | 1548486 | PORTFOLIO DEVLPD |
| CAPITAL GRP FIXED INCM ETF T | 68352 | 1547481 | CORE PLUS INCM |
| FIDELITY COVINGTON TRUST | 28000 | 1535520 | BLUE CHIP GRWTH |
| ISHARES TR | 72058 | 1524020 | IBONDS DEC 2031 |
| ISHARES TR | 10781 | 1521599 | SELECT DIVID ETF |
| FIRST TR EXCHNG TRADED FD VI | 30345 | 1519610 | FT VEST US EQT |
| TRACTOR SUPPLY CO | 30273 | 1513966 | COM |
| J P MORGAN EXCHANGE TRADED F | 26019 | 1489345 | EQUITY PREMIUM |
| VANGUARD INDEX FDS | 4708 | 1482118 | LARGE CAP ETF |
| ISHARES TR | 10399 | 1466744 | RUS MDCP VAL ETF |
| JOHN HANCOCK EXCHANGE TRADED | 63865 | 1458490 | PREFERRED INCOME |
| GOLDMAN SACHS ETF TR | 27553 | 1454803 | S&P 500 PREMIUM |
| ADOBE INC | 4152 | 1453086 | COM |
| TRUIST FINL CORP | 29379 | 1445748 | COM |
| PNC FINL SVCS GROUP INC | 6894 | 1438951 | COM |
| VERTIV HOLDINGS CO | 8880 | 1438659 | COM CL A |
| AMPLIFY ETF TR | 31922 | 1420544 | CWP ENHANCED DIV |
| MARRIOTT INTL INC NEW | 4534 | 1406574 | CL A |
| VANGUARD INDEX FDS | 4640 | 1401923 | SML CP GRW ETF |
| BOSTON SCIENTIFIC CORP | 14553 | 1387586 | COM |
| SCHWAB STRATEGIC TR | 53168 | 1369617 | MUN BD ETF |
| ASTRAZENECA PLC | 14787 | 1359379 | SPONSORED ADR |
| FIRST TR EXCHANGE-TRADED FD | 64581 | 1343285 | STRUCTURED CR IN |
| VANGUARD SCOTTSDALE FDS | 22704 | 1333418 | SHORT TERM TREAS |
| PACER FDS TR | 21996 | 1323490 | US CASH COWS 100 |
| ROCKET LAB CORP | 18888 | 1317627 | COM |
| STARBUCKS CORP | 15602 | 1313836 | COM |
| INVESCO EXCH TRADED FD TR II | 20842 | 1313277 | S&P GBL WATER |
| KROGER CO | 20888 | 1305054 | COM |
| IMMUTEP LTD | 454400 | 1299584 | SPONSORED ADS |
| GOLDMAN SACHS ETF TR | 24535 | 1297140 | NASDAQ-100 PREMI |
| MCKESSON CORP | 1571 | 1288848 | COM |
| VANGUARD WORLD FD | 10188 | 1282836 | ENERGY ETF |
| PROSHARES TR | 12304 | 1280478 | S&P 500 DV ARIST |
| EATON VANCE TAX-MANAGED BUY- | 88492 | 1270745 | COM |
| ISHARES TR | 15260 | 1263796 | 1 3 YR TREAS BD |
| WELLS FARGO CO NEW | 13456 | 1254086 | COM |
| ISHARES BITCOIN TRUST ETF | 25173 | 1249842 | SHS BEN INT |
| ISHARES TR | 5940 | 1249656 | RUS 1000 VAL ETF |
| ENERGY TRANSFER L P | 75525 | 1245408 | COM UT LTD PTN |
| AMERICAN CENTY ETF TR | 12197 | 1243865 | US SML CP VALU |
| UNITED PARCEL SERVICE INC | 12513 | 1241142 | CL B |
| DBX ETF TR | 25759 | 1239246 | XTRACK MSCI EAFE |
| NEXTERA ENERGY INC | 15412 | 1237298 | COM |
| GENERAL DYNAMICS CORP | 3674 | 1236816 | COM |
| PUBLIC STORAGE OPER CO | 4762 | 1235703 | COM |
| THE TRADE DESK INC | 32542 | 1235293 | COM CL A |
| FIFTH THIRD BANCORP | 26334 | 1232697 | COM |
| ETF SER SOLUTIONS | 42702 | 1215730 | APTUS DEFINED |
| NOVARTIS AG | 8797 | 1212842 | SPONSORED ADR |
| GOLDMAN SACHS BDC INC | 129822 | 1204748 | SHS |
| DIMENSIONAL ETF TRUST | 31390 | 1196270 | INTL CORE EQT MK |
| HONEYWELL INTL INC | 6078 | 1185728 | COM |
| UBER TECHNOLOGIES INC | 14407 | 1177218 | COM |
| VANGUARD CALIF TAX FREE FDS | 11725 | 1175549 | TAX EXEMPT BD FD |
| LULULEMON ATHLETICA INC | 5570 | 1157439 | COM |
| ROYAL CARIBBEAN GROUP | 4124 | 1150380 | COM |
| WORLD GOLD TR | 13382 | 1142421 | SPDR GLD MINIS |
| ISHARES INC | 16898 | 1135910 | CORE MSCI EMKT |
| EATON VANCE TAX ADVT DIV INC | 44799 | 1128031 | COM |
| TWILIO INC | 7808 | 1110640 | CL A |
| ISHARES TR | 7468 | 1110383 | CORE S&P TTL STK |
| LINDE PLC | 2603 | 1109766 | SHS |
| ISHARES TR | 9688 | 1103664 | EAFE GRWTH ETF |
| EATON VANCE TAX MNGED BUY WR | 72019 | 1099728 | COM |
| FIDELITY COVINGTON TRUST | 10647 | 1087706 | MSCI CONSM DIS |
| FIDELITY COVINGTON TRUST | 14790 | 1083810 | MSCI COMMNTN SVC |
| VANGUARD INDEX FDS | 12231 | 1082321 | REAL ESTATE ETF |
| DOMINION ENERGY INC | 18240 | 1068663 | COM |
| UNITED RENTALS INC | 1303 | 1054190 | COM |
| FIDELITY COVINGTON TRUST | 12777 | 1053855 | MSCI INDL INDX |
| FRANKLIN TEMPLETON ETF TR | 42304 | 1052106 | FRANKLIN DYN MUN |
| SIMPSON MFG INC | 6484 | 1046971 | COM |
| CANADIAN IMPERIAL BANK OF CO | 11497 | 1041743 | COM |
| CHUBB LIMITED | 3325 | 1037806 | COM |
| SELECT SECTOR SPDR TR | 6657 | 1032622 | STATE STREET IND |
| 3M CO | 6410 | 1026208 | COM |
| MERCADOLIBRE INC | 507 | 1020777 | COM |
| ISHARES TR | 32888 | 1018217 | PFD AND INCM SEC |
| NUVATION BIO INC | 113565 | 1017542 | COM CL A |
| ENOVIX CORPORATION | 138566 | 1012917 | COM |
| YUM BRANDS INC | 6681 | 1010702 | COM |
| MEDTRONIC PLC | 10521 | 1010686 | SHS |
| GLOBAL X FDS | 15588 | 1009976 | DEFENSE TECH ETF |
| NEOS ETF TRUST | 18687 | 1006459 | NASDAQ 100 HIGH |
| VANGUARD INDEX FDS | 4806 | 1004954 | EXTEND MKT ETF |
| CAMBRIA ETF TR | 14429 | 1003129 | SHSHLD YIELD ETF |
| TEXAS INSTRS INC | 5781 | 1002966 | COM |
| FIDELITY COVINGTON TRUST | 13274 | 985969 | MSCI HLTH CARE I |
| CARDINAL HEALTH INC | 4775 | 981389 | COM |
| TEXAS CAPITAL FUNDS TRUST | 9474 | 949445 | GOVT MONEY MKT |
| PURE STORAGE INC | 14102 | 944975 | CL A |
| FORD MTR CO | 71874 | 942983 | COM |
| BP PLC | 26851 | 932527 | SPONSORED ADR |
| ISHARES GOLD TR | 11484 | 932156 | ISHARES NEW |
| AMERICAN ELEC PWR CO INC | 8061 | 929488 | COM |
| WHEATON PRECIOUS METALS CORP | 7878 | 925851 | COM |
| INVESCO EXCH TRD SLF IDX FD | 38953 | 921831 | BULSHS 2027 MUNI |
| ISHARES TR | 5411 | 908715 | CORE S&P US GWT |
| CBRE GROUP INC | 5585 | 898012 | CL A |
| VANGUARD WORLD FD | 6349 | 896286 | MEGA CAP VAL ETF |
| ALTRIA GROUP INC | 15534 | 895705 | COM |
| INVESCO EXCH TRD SLF IDX FD | 37846 | 894869 | BULSHS 2026 MUNI |
| ISHARES TR | 10447 | 884250 | CORE MSCI TOTAL |
| VANGUARD BD INDEX FDS | 11267 | 877525 | INTERMED TERM |
| ISHARES TR | 5872 | 874811 | ESG AWR MSCI USA |
| SELECT SECTOR SPDR TR | 19138 | 868405 | STATE STREET MAT |
| DIREXION SHS ETF TR | 20616 | 866508 | DLY SCOND 3XBU |
| SAP SE | 3515 | 853829 | SPON ADR |
| THE CIGNA GROUP | 3073 | 845791 | COM |
| CASEYS GEN STORES INC | 1519 | 839623 | COM |
| ISHARES TR | 6790 | 836939 | S&P 500 GRWT ETF |
| SHELL PLC | 11358 | 834618 | SPON ADS |
| ECOLAB INC | 3133 | 822530 | COM |
| PPG INDS INC | 7908 | 810221 | COM |
| INVESCO EXCH TRD SLF IDX FD | 40809 | 798836 | BULSHS 2026 CB |
| ISHARES TR | 6194 | 797973 | ESG MSCI KLD 400 |
| ISHARES TR | 19293 | 797943 | HDG MSCI EAFE |
| BLACKROCK INC | 735 | 787074 | COM |
| ISHARES TR | 6100 | 786420 | U.S. FINLS ETF |
| WW GRAINGER INC | 770 | 777171 | COM |
| CAPITAL GROUP INTERNATIONAL | 23855 | 775288 | SHS |
| VANGUARD MALVERN FDS | 15640 | 773545 | STRM INFPROIDX |
| CAPITAL GRP FIXED INCM ETF T | 28173 | 771377 | MUNICIPAL INCOME |
| VANGUARD WORLD FD | 4153 | 768471 | UTILITIES ETF |
| SNOWFLAKE INC | 3496 | 766786 | COM SHS |
| CVS HEALTH CORP | 9605 | 762238 | COM |
| MARATHON PETE CORP | 4684 | 761822 | COM |
| INTUIT | 1142 | 756384 | COM |
| ISHARES TR | 4476 | 755372 | ISHARES BIOTECH |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| ZIMMER BIOMET HOLDINGS INC | 8360 | 751731 | COM |
| J P MORGAN EXCHANGE TRADED F | 12716 | 739036 | NASDAQ EQT PREM |
| ISHARES TR | 5401 | 738442 | MSCI USA VALUE |
| EA SERIES TRUST | 6404 | 737100 | ALPHA ARCH 1-3 |
| REALTY INCOME CORP | 12980 | 731666 | COM |
| ISHARES TR | 4918 | 728724 | US INDUSTRIALS |
| PAYPAL HLDGS INC | 12445 | 726547 | COM |
| THERMO FISHER SCIENTIFIC INC | 1250 | 724213 | COM |
| EOS ENERGY ENTERPRISES INC | 63077 | 722862 | COM CL A |
| FIRST TR EXCHANGE-TRADED FD | 3498 | 722407 | NY ARCA BIOTECH |
| NEWMONT CORP | 7155 | 714427 | COM |
| POOL CORP | 3089 | 706630 | COM |
| BLACKROCK ETF TRUST II | 14000 | 706440 | ISHARES SHORT-TE |
| CARVANA CO | 1672 | 705668 | CL A |
| FIRST TR EXCH TRADED FD III | 35150 | 705109 | ULTRA SHT DUR MU |
| AXON ENTERPRISE INC | 1240 | 704376 | COM |
| STRYKER CORPORATION | 1980 | 695903 | COM |
| ILLINOIS TOOL WKS INC | 2818 | 693958 | COM |
| ISHARES TR | 7748 | 693876 | CORE 80/20 AGGRE |
| HUMANA INC | 2706 | 693186 | COM |
| AUTOMATIC DATA PROCESSING IN | 2685 | 690663 | COM |
| WISDOMTREE TR | 7723 | 690662 | US QTLY DIV GRT |
| HARBOR ETF TRUST | 27657 | 686442 | HARBOR COMMODITY |
| SOUTHERN COPPER CORP | 4780 | 685732 | COM |
| TRANE TECHNOLOGIES PLC | 1760 | 685123 | SHS |
| PROLOGIS INC. | 5356 | 683695 | COM |
| ISHARES GOLD TR | 15828 | 680446 | SHARES REPRESENT |
| METTLER TOLEDO INTERNATIONAL | 488 | 680365 | COM |
| CASTELLUM INC | 745150 | 673019 | COM NEW |
| RIGETTI COMPUTING INC | 30339 | 672009 | COMMON STOCK |
| VANGUARD WORLD FD | 2319 | 667595 | HEALTH CAR ETF |
| COLGATE PALMOLIVE CO | 8417 | 665111 | COM |
| GENERAL MTRS CO | 8092 | 659344 | COM |
| NORFOLK SOUTHN CORP | 2274 | 656670 | COM |
| COLUMBIA SELIGM PREM TECH GR | 17734 | 652421 | COM |
| SCHWAB CHARLES CORP | 6521 | 651549 | COM |
| REGIONS FINANCIAL CORP NEW | 23935 | 648630 | COM |
| CINTAS CORP | 3448 | 648543 | COM |
| ISHARES TR | 4925 | 648097 | S&P MC 400VL ETF |
| BLOOM ENERGY CORP | 7397 | 642725 | COM CL A |
| PROSHARES TR | 12189 | 642606 | ULTRAPRO QQQ |
| SEMPRA | 7244 | 639570 | COM |
| COREWEAVE INC | 8866 | 634916 | COM CL A |
| INVESCO EXCH TRD SLF IDX FD | 26834 | 630599 | BULSHS 2028 MUNI |
| ISHARES TR | 4463 | 629954 | S&P SML 600 GWT |
| SONOS INC | 35827 | 629122 | COM |
| RBB FD INC | 12528 | 624907 | US TREAS 3 MNTH |
| INVESCO EXCH TRD SLF IDX FD | 26955 | 624008 | BULSHS 2029 MUNI |
| INTERCONTINENTAL EXCHANGE IN | 3840 | 621913 | COM |
| MOODYS CORP | 1214 | 620183 | COM |
| NUCOR CORP | 3799 | 619655 | COM |
| AUTOZONE INC | 183 | 619424 | COM |
| M & T BK CORP | 3072 | 618950 | COM |
| AMPLIFY ETF TR | 7676 | 616920 | AMPLIFY CYBERSEC |
| GARMIN LTD | 3037 | 615985 | SHS |
| DAVITA INC | 5384 | 611676 | COM |
| FIRST TR EXCHANGE TRADED FD | 10029 | 608560 | CONSUMR STAPLE |
| FIRST TR EXCHANGE-TRADED FD | 6534 | 604471 | CAP STRENGTH ETF |
| VANECK ETF TRUST | 8300 | 604157 | AGRIBUSINESS ETF |
| INVESCO EXCH TRD SLF IDX FD | 27412 | 603749 | INVSC 30 MUNI BD |
| LISTED FDS TR | 9008 | 594175 | ROUNDHILL MAGNIF |
| QUEST DIAGNOSTICS INC | 3352 | 581671 | COM |
| ETF SER SOLUTIONS | 21758 | 581156 | APTUS DEFERRED I |
| FIDELITY COVINGTON TRUST | 11791 | 580001 | CONSMR STAPLES |
| ISHARES TR | 6143 | 578436 | MSCI USA MIN VOL |
| ROCKWELL AUTOMATION INC | 1481 | 576157 | COM |
| VANECK ETF TRUST | 5036 | 572996 | JUNIOR GOLD MINE |
| CONSTELLATION ENERGY CORP | 1615 | 570466 | COM |
| ISHARES TR | 10514 | 566515 | ISHS 5-10YR INVT |
| US BANCORP DEL | 10609 | 566077 | COM NEW |
| CONOCOPHILLIPS | 6008 | 562384 | COM |
| ISHARES TR | 8346 | 560267 | MSCI ACWI EX US |
| SOUNDHOUND AI INC | 56111 | 559427 | CLASS A COM |
| VANECK ETF TRUST | 7504 | 554722 | RARE EARTH AND S |
| CME GROUP INC | 2031 | 554657 | COM |
| ISHARES TR | 5390 | 552675 | CORE S&P US VLU |
| ZSCALER INC | 2457 | 552628 | COM |
| MONSTER BEVERAGE CORP NEW | 7199 | 551947 | COM |
| CENCORA INC | 1627 | 549607 | COM |
| VANGUARD ADMIRAL FDS INC | 4570 | 549257 | MIDCP 400 GRTH |
| WISDOMTREE TR | 10312 | 547155 | EUROPE HEDGED EQ |
| CANADIAN NATL RY CO | 5485 | 542192 | COM |
| ENTERPRISE PRODS PARTNERS L | 16699 | 535370 | COM |
| VANGUARD ADMIRAL FDS INC | 5292 | 534505 | MIDCP 400 VAL |
| EMCOR GROUP INC | 867 | 530427 | COM |
| ISHARES TR | 2461 | 528246 | US AER DEF ETF |
| TYLER TECHNOLOGIES INC | 1163 | 527944 | COM |
| SLB LIMITED | 13695 | 525607 | COM STK |
| ALLSTATE CORP | 2523 | 525162 | COM |
| FLEXSHARES TR | 6478 | 524653 | US QUALITY CAP |
| CHENIERE ENERGY INC | 2691 | 523100 | COM NEW |
| GRAYSCALE BITCOIN MINI TR ET | 13290 | 514722 | SHS NEW |
| ISHARES TR | 1322 | 511469 | RUSSELL 3000 ETF |
| ALLSPRING EXCHANGE TRADED FU | 18837 | 505397 | SMID CORE ETF |
| FIRST TR EXCHANGE-TRADED FD | 9991 | 499450 | FST LOW OPPT EFT |
| HAWKINS INC | 3505 | 497920 | COM |
| ENBRIDGE INC | 10404 | 497668 | COM |
| ONEOK INC NEW | 6739 | 495330 | COM |
| CAPITAL ONE FINL CORP | 2030 | 492042 | COM |
| INNOVATOR ETFS TRUST | 12478 | 487166 | US EQTY ULTRA B |
| J P MORGAN EXCHANGE TRADED F | 6487 | 485759 | INTRNL RES EQT |
| RESMED INC | 2013 | 484845 | COM |
| DIMENSIONAL ETF TRUST | 10035 | 483386 | NATL MUN BD ETF |
| SRH TOTAL RETURN FUND INC | 25856 | 479370 | COM |
| ALLIANCE RESOURCE PARTNERS L | 20548 | 477339 | UT LTD PART |
| INTEL CORP | 12851 | 473647 | COM |
| BLACKSTONE INC | 3050 | 470185 | COM |
| CYBERARK SOFTWARE LTD | 1050 | 468394 | SHS |
| VANGUARD WELLINGTON FD | 4600 | 467245 | SHORT TRM TAX EX |
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