Merit Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Merit Financial Group, LLC held in its portfolio 500 assets valued at $12,607,560,193 (i.e. $12.61B).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($426.52M), VANGUARD INDEX FDS ($399.02M), and GMO ETF TRUST ($288.24M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Merit Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 10099128 | 426523942 | STATE STREET SPD |
| VANGUARD INDEX FDS | 817895 | 399018256 | GROWTH ETF |
| GMO ETF TRUST | 7494580 | 288241571 | GMO US QUALITY E |
| ISHARES TR | 1626452 | 273146432 | CORE S&P US GWT |
| ISHARES TR | 2594909 | 266081987 | CORE S&P US VLU |
| VANGUARD WORLD FD | 632742 | 261176728 | MEGA GRWTH IND |
| APPLE INC | 918294 | 245628965 | COM |
| ISHARES TR | 288582 | 197661293 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 969104 | 185089158 | VALUE ETF |
| NVIDIA CORPORATION | 969912 | 180888685 | COM |
| VANGUARD WORLD FD | 1261768 | 178111306 | MEGA CAP VAL ETF |
| MICROSOFT CORP | 367461 | 177711588 | COM |
| BLACKROCK ETF TRUST | 2922087 | 177692115 | ISHARES US EQUIT |
| VANGUARD INDEX FDS | 282059 | 176887903 | S&P 500 ETF SHS |
| ISHARES INC | 2584820 | 173751604 | CORE MSCI EMKT |
| ISHARES TR | 2272686 | 162292571 | EAFE VALUE ETF |
| AMERICAN CENTY ETF TR | 1944852 | 142985502 | AVANTIS ALL INT |
| VICTORY PORTFOLIOS II | 2598695 | 132117629 | SHORT TRM BD ETF |
| VICTORY PORTFOLIOS II | 5819517 | 128029380 | CORE INTRMEDIATE |
| ISHARES TR | 1271085 | 121032679 | MBS ETF |
| BLACKROCK ETF TRUST II | 2218853 | 117088844 | ISHARES FLEXIBLE |
| SPDR INDEX SHS FDS | 3186018 | 114441773 | MSCI ACWI EXUS |
| AMAZON COM INC | 481288 | 111090800 | COM |
| INVESCO QQQ TR | 177423 | 108992881 | UNIT SER 1 |
| ALPHABET INC | 332700 | 103901671 | CAP STK CL A |
| VICTORY PORTFOLIOS II | 2635628 | 103791060 | SHARES FREE CASH |
| VANGUARD INDEX FDS | 305016 | 102262525 | TOTAL STK MKT |
| ISHARES TR | 465944 | 92545841 | MSCI USA QLT FCT |
| VANGUARD INDEX FDS | 313237 | 90907635 | MID CAP ETF |
| CAPITAL GROUP CORE EQUITY ET | 2193385 | 88239870 | SHS CREATION UNI |
| BROADCOM INC | 312009 | 88118360 | COM |
| UNITED PARCEL SERVICE INC | 868766 | 82229331 | CL B |
| CAPITAL GROUP GROWTH ETF | 1802258 | 80146414 | SHS CREATION UNI |
| JANUS DETROIT STR TR | 1578470 | 79838992 | HENDRSON AAA CL |
| CAPITAL GROUP DIVIDEND VALUE | 1754850 | 76581660 | SHS CREATION UNI |
| ISHARES TR | 303634 | 76002675 | MSCI USA MMENTM |
| VANGUARD BD INDEX FDS | 1015856 | 75244456 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 286260 | 73840553 | SMALL CP ETF |
| BLACKROCK ETF TRUST | 2167273 | 72170216 | ISHARES A I INNO |
| ISHARES TR | 1322577 | 68469789 | USD INV GRDE ETF |
| BLACKROCK ETF TRUST | 1775454 | 68461496 | ISHARES US THEMA |
| META PLATFORMS INC | 101346 | 66897489 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 125928 | 63297126 | CL B NEW |
| CAPITAL GROUP INTERNATIONAL | 1862871 | 62280329 | SHS |
| ALPHABET INC | 193757 | 60800900 | CAP STK CL C |
| SPDR S&P 500 ETF TR | 383004 | 59282723 | TR UNIT |
| VANGUARD TAX-MANAGED FDS | 940699 | 58765465 | VAN FTSE DEV MKT |
| ISHARES TR | 2541072 | 58508180 | US TREAS BD ETF |
| VANGUARD SCOTTSDALE FDS | 1234060 | 58099572 | MTG-BKD SECS ETF |
| SCHWAB STRATEGIC TR | 1731654 | 56486538 | US LCAP GR ETF |
| JPMORGAN CHASE & CO. | 171329 | 55205355 | COM |
| CAPITAL GRP FIXED INCM ETF T | 2386398 | 54028056 | CORE PLUS INCM |
| CAPITAL GRP FIXED INCM ETF T | 2035628 | 53984856 | CORE BOND ETF |
| ISHARES GOLD TR | 649154 | 52691798 | ISHARES NEW |
| ISHARES TR | 587729 | 52578266 | CORE MSCI EAFE |
| CAPITAL GRP FIXED INCM ETF T | 1910928 | 49703231 | SHORT DURATION |
| SCHWAB STRATEGIC TR | 1889316 | 46042625 | SHT TM US TRES |
| TESLA INC | 99176 | 44601695 | COM |
| SCHWAB STRATEGIC TR | 1568399 | 43021186 | US DIVIDEND EQ |
| EXXON MOBIL CORP | 347295 | 41793348 | COM |
| ELI LILLY & CO | 38834 | 41262894 | COM |
| JOHNSON & JOHNSON | 194854 | 40324815 | COM |
| VANGUARD WHITEHALL FDS | 278479 | 39967304 | HIGH DIV YLD |
| CAPITAL GROUP EQUITY ETF TR | 1360431 | 39234818 | US SMALL AND MID |
| ISHARES TR | 780508 | 39033184 | CORE INTL AGGR |
| GLOBAL X FDS | 593799 | 38472237 | DEFENSE TECH ETF |
| WALMART INC | 340015 | 37881144 | COM |
| PROCTER AND GAMBLE CO | 254445 | 36464669 | COM |
| FIRST TR EXCH TRADED FD III | 1852841 | 35926579 | INSTL PFD SECS |
| PALANTIR TECHNOLOGIES INC | 178806 | 31782806 | CL A |
| VISA INC | 89023 | 31220608 | COM CL A |
| VANGUARD INDEX FDS | 143889 | 30474301 | SM CP VAL ETF |
| COSTCO WHSL CORP NEW | 35169 | 30327976 | COM |
| ISHARES TR | 244511 | 29385309 | CORE S&P SCP ETF |
| ISHARES TR | 236719 | 29177923 | S&P 500 GRWT ETF |
| CAPITAL GRP FIXED INCM ETF T | 1117817 | 28286363 | ULTRA SHORT INCO |
| ISHARES TR | 79796 | 27367481 | S&P 100 ETF |
| NEOS ETF TRUST | 505562 | 27229563 | NASDAQ 100 HIGH |
| HOME DEPOT INC | 77793 | 26768899 | COM |
| ISHARES TR | 1169742 | 26284095 | IBONDS 27 TRM TS |
| VANGUARD INDEX FDS | 81868 | 24733251 | SML CP GRW ETF |
| ISHARES TR | 368276 | 24722388 | MSCI ACWI EX US |
| ISHARES TR | 228835 | 24510513 | NATIONAL MUN ETF |
| PACER FDS TR | 439212 | 24411392 | TRENDP US LAR CP |
| CATERPILLAR INC | 42512 | 24354493 | COM |
| ISHARES TR | 211861 | 24135212 | EAFE GRWTH ETF |
| FIDELITY COVINGTON TRUST | 332824 | 24053208 | VLU FACTOR ETF |
| VANGUARD ADMIRAL FDS INC | 53951 | 23986030 | 500 GRTH IDX F |
| SCHWAB STRATEGIC TR | 802671 | 23767096 | US LCAP VA ETF |
| SCHWAB STRATEGIC TR | 870013 | 23673064 | FUNDAMENTAL US L |
| GE AEROSPACE | 76797 | 23655867 | COM NEW |
| ISHARES TR | 505108 | 23507729 | CORE UNIVRSL USD |
| ISHARES TR | 84883 | 23507570 | RUS TP200 GR ETF |
| NEOS ETF TRUST | 425441 | 22348393 | NEOS S&P 500 HI |
| PHILIP MORRIS INTL INC | 137747 | 22094725 | COM |
| ISHARES TR | 103211 | 21887957 | S&P 500 VAL ETF |
| BANK FIRST CORP | 177497 | 21622647 | COM |
| ABBVIE INC | 93295 | 21316701 | COM |
| ISHARES TR | 464633 | 21215135 | INVESTMENT GRADE |
| MASTERCARD INCORPORATED | 36860 | 21042512 | CL A |
| CHEVRON CORP NEW | 137637 | 20977238 | COM |
| DIMENSIONAL ETF TRUST | 527299 | 20875766 | US CORE EQUITY 2 |
| ISHARES TR | 44105 | 20874609 | RUS 1000 GRW ETF |
| SPDR INDEX SHS FDS | 463573 | 20587285 | PORTFOLIO DEVLPD |
| RTX CORPORATION | 112240 | 20585091 | COM |
| CISCO SYS INC | 262146 | 20193052 | COM |
| INVESCO EXCH TRADED FD TR II | 175248 | 20065872 | S&P 500 REVENUE |
| PEPSICO INC | 136635 | 19609926 | COM |
| SCHWAB STRATEGIC TR | 725392 | 19520296 | US LRG CAP ETF |
| VANGUARD SCOTTSDALE FDS | 159448 | 19412772 | VNG RUS1000GRW |
| ISHARES TR | 96665 | 19302081 | U.S. TECH ETF |
| AMPLIFY ETF TR | 411316 | 18303569 | CWP ENHANCED DIV |
| GOLDMAN SACHS GROUP INC | 20715 | 18209614 | COM |
| SCHWAB STRATEGIC TR | 636337 | 18122888 | US SML CAP ETF |
| AMPLIFY ETF TR | 622854 | 18075217 | CWP GROWTH & INC |
| FIRST TR EXCHANGE-TRADED FD | 673128 | 17662879 | FT VEST RIS |
| ISHARES TR | 176777 | 17656509 | CORE US AGGBD ET |
| TIDAL TRUST III | 934855 | 17519183 | VISTASHARES TRGT |
| FIRST TR EXCH TRADED FD III | 245051 | 17396133 | LNG/SHT EQUITY |
| SELECT SECTOR SPDR TR | 120390 | 17332430 | STATE STREET TEC |
| ORACLE CORP | 88171 | 17185287 | COM |
| ISHARES TR | 158478 | 16909593 | SHRT NAT MUN ETF |
| VANGUARD SPECIALIZED FUNDS | 76610 | 16837269 | DIV APP ETF |
| MCKESSON CORP | 20448 | 16773504 | COM |
| MERCK & CO INC | 158043 | 16635581 | COM |
| SELECT SECTOR SPDR TR | 298513 | 16349583 | STATE STREET FIN |
| CAPITAL GROUP NEW GEOGRAPHY | 508723 | 16243521 | SHS |
| COCA COLA CO | 231689 | 16197485 | COM |
| FASTENAL CO | 400925 | 16089122 | COM |
| AMERICAN EXPRESS CO | 43271 | 16007905 | COM |
| VANGUARD WORLD FD | 21059 | 15873171 | INF TECH ETF |
| WELLS FARGO CO NEW | 168473 | 15701622 | COM |
| MORGAN STANLEY | 88424 | 15697979 | COM NEW |
| BLACKROCK INC | 14649 | 15679710 | COM |
| VANGUARD ADMIRAL FDS INC | 75520 | 15470209 | 500 VAL IDX FD |
| ISHARES TR | 103949 | 15456200 | CORE S&P TTL STK |
| ETFS GOLD TR | 376004 | 15446244 | PHYSCL GOLD SHS |
| NETFLIX INC | 161613 | 15152903 | COM |
| SPDR GOLD TR | 37363 | 14807204 | GOLD SHS |
| VANECK ETF TRUST | 40834 | 14705507 | SEMICONDUCTR ETF |
| FIRST TR EXCHANGE TRADED FD | 210248 | 14605923 | RISNG DIVD ACHIV |
| INTERNATIONAL BUSINESS MACHS | 48843 | 14468053 | COM |
| J P MORGAN EXCHANGE TRADED F | 311542 | 14421269 | INCOME ETF |
| S&P GLOBAL INC | 27324 | 14279029 | COM |
| VANGUARD MUN BD FDS | 282439 | 14203881 | TAX EXEMPT BD |
| GENERAL DYNAMICS CORP | 41673 | 14029676 | COM |
| BANK AMERICA CORP | 250668 | 13786768 | COM |
| ISHARES TR | 270291 | 13747011 | FLTG RATE NT ETF |
| INVESCO EXCH TRD SLF IDX FD | 239878 | 13711499 | RAFI STRATGIC US |
| INVESCO EXCH TRADED FD TR II | 54089 | 13680302 | NASDAQ 100 ETF |
| SPDR INDEX SHS FDS | 291883 | 13663034 | PORTFOLIO EMG MK |
| CHUBB LIMITED | 43764 | 13659806 | COM |
| FIRST TR EXCHANGE-TRADED FD | 291104 | 13563377 | SHS |
| WISDOMTREE TR | 268371 | 13504437 | FLOATNG RAT TREA |
| ISHARES TR | 139648 | 13149235 | MSCI USA MIN VOL |
| TAIWAN SEMICONDUCTOR MFG LTD | 42734 | 12986307 | SPONSORED ADS |
| BOSTON SCIENTIFIC CORP | 136017 | 12969290 | COM |
| FORTINET INC | 161241 | 12804151 | COM |
| J P MORGAN EXCHANGE TRADED F | 244689 | 12782539 | INTL HDGD EQT LA |
| ADVANCED MICRO DEVICES INC | 59246 | 12620020 | COM |
| ARISTA NETWORKS INC | 95640 | 12531714 | COM SHS |
| DBX ETF TR | 263171 | 12524409 | XTRACK MSCI EAFE |
| MCDONALDS CORP | 40915 | 12505025 | COM |
| TEXAS INSTRS INC | 70827 | 12288019 | COM |
| MICRON TECHNOLOGY INC | 42983 | 12268054 | COM |
| ADOBE INC | 35052 | 12267926 | COM |
| HONEYWELL INTL INC | 62069 | 12109121 | COM |
| VANGUARD INTL EQUITY INDEX F | 223085 | 11993040 | FTSE EMR MKT ETF |
| AT&T INC | 480517 | 11936065 | COM |
| SELECT SECTOR SPDR TR | 265482 | 11869672 | STATE STREET ENE |
| SPDR DOW JONES INDL AVERAGE | 24472 | 11760464 | UT SER 1 |
| INNOVATOR ETFS TRUST | 271168 | 11662610 | US EQTY PWR BUF |
| TJX COS INC NEW | 75398 | 11581784 | COM |
| ISHARES TR | 30829 | 11512521 | RUS 1000 ETF |
| LAM RESEARCH CORP | 66421 | 11369857 | COM NEW |
| BERKSHIRE HATHAWAY INC DEL | 15 | 11322000 | CL A |
| CITIGROUP INC | 96453 | 11255328 | COM NEW |
| QUALCOMM INC | 65153 | 11144521 | COM |
| ISHARES TR | 51654 | 11089477 | US AER DEF ETF |
| PAYPAL HLDGS INC | 188940 | 11030374 | COM |
| UNITEDHEALTH GROUP INC | 33207 | 10961992 | COM |
| INVESCO EXCHANGE TRADED FD T | 105797 | 10835739 | S&P MDCP QUALITY |
| SEI EXCHANGE TRADED FUNDS | 253587 | 10818781 | ENHANCED US LRG |
| ISHARES TR | 130879 | 10794918 | CORE MSCI INTL |
| J P MORGAN EXCHANGE TRADED F | 213085 | 10779954 | ULTRA SHRT ETF |
| AMERICAN CENTY ETF TR | 105225 | 10730795 | US SML CP VALU |
| SLIDE INS HLDGS INC | 550502 | 10723779 | COM |
| PNC FINL SVCS GROUP INC | 50635 | 10568968 | COM |
| ABBOTT LABS | 84095 | 10536174 | COM |
| BLACKROCK MUN TARGET TERM TR | 461074 | 10521709 | COM SHS BEN IN |
| ALTRIA GROUP INC | 181205 | 10448235 | COM |
| FIRST TR EXCHANGE-TRADED FD | 112162 | 10376262 | CAP STRENGTH ETF |
| J P MORGAN EXCHANGE TRADED F | 180974 | 10358954 | EQUITY PREMIUM |
| EATON CORP PLC | 32399 | 10319253 | SHS |
| CUMMINS INC | 20159 | 10290248 | COM |
| ABRDN SILVER ETF TRUST | 149453 | 10109001 | PHYSCL SILVR SHS |
| VEEVA SYS INC | 45119 | 10071815 | CL A COM |
| UNION PAC CORP | 43455 | 10051894 | COM |
| KLA CORP | 8213 | 9979794 | COM NEW |
| GE VERNOVA INC | 15080 | 9855539 | COM |
| SYNOPSYS INC | 20874 | 9804868 | COM |
| CAPITAL ONE FINL CORP | 40364 | 9782692 | COM |
| LOWES COS INC | 40096 | 9669614 | COM |
| LOCKHEED MARTIN CORP | 19776 | 9565420 | COM |
| FIRST TR EXCHANGE TRADED FD | 132983 | 9501659 | NASDAQ CYB ETF |
| VANGUARD INDEX FDS | 29941 | 9425576 | LARGE CAP ETF |
| ISHARES TR | 185920 | 9403830 | ULTRA SHORT DUR |
| SELECT SECTOR SPDR TR | 90859 | 9280548 | STATE STREET CON |
| WISDOMTREE TR | 103759 | 9279196 | US QTLY DIV GRT |
| APPLIED MATLS INC | 35740 | 9184878 | COM |
| BOOKING HOLDINGS INC | 1700 | 9105778 | COM |
| J P MORGAN EXCHANGE TRADED F | 143078 | 9039644 | US QUALTY FCTR |
| THERMO FISHER SCIENTIFIC INC | 15504 | 8984260 | COM |
| VANGUARD WORLD FD | 30972 | 8915440 | HEALTH CAR ETF |
| PACER FDS TR | 147459 | 8872677 | US CASH COWS 100 |
| WISDOMTREE TR | 213386 | 8851271 | INTL QULTY DIV |
| CAPITAL GRP FIXED INCM ETF T | 348189 | 8830076 | INTERNATIONAL BD |
| SSGA ACTIVE ETF TR | 213685 | 8818762 | STATE STREET BLA |
| SALESFORCE INC | 33229 | 8802802 | COM |
| AMERICAN CENTY ETF TR | 113512 | 8742722 | AVANTIS EMGMKT |
| VANGUARD WHITEHALL FDS | 96608 | 8694757 | INTL HIGH ETF |
| INTEL CORP | 234794 | 8663895 | COM |
| CAPITAL GROUP CORE BALANCED | 243314 | 8596289 | SHS |
| BLACKSTONE INC | 55534 | 8560070 | COM |
| FIDELITY COVINGTON TRUST | 234659 | 8536888 | ENHANCED MID |
| INVESCO EXCH TRADED FD TR II | 136222 | 8495869 | S&P MIDCP LOW |
| BRISTOL-MYERS SQUIBB CO | 155110 | 8366602 | COM |
| ROYAL BK CDA | 48592 | 8284366 | COM |
| BANK NEW YORK MELLON CORP | 71216 | 8267540 | COM |
| ACCENTURE PLC IRELAND | 30790 | 8260835 | SHS CLASS A |
| LITMAN GREGORY FDS TR | 293747 | 8242535 | IMGP DBI MANAGED |
| ILLINOIS TOOL WKS INC | 33394 | 8225115 | COM |
| SOUTHERN CO | 92071 | 8028593 | COM |
| GENERAL MTRS CO | 97925 | 7963223 | COM |
| AMGEN INC | 24233 | 7931624 | COM |
| VANGUARD STAR FDS | 104828 | 7908202 | VG TL INTL STK F |
| AMERICAN HEALTHCARE REIT INC | 168011 | 7906617 | COM SHS |
| BOEING CO | 36392 | 7901570 | COM |
| ISHARES TR | 118975 | 7852392 | CORE S&P MCP ETF |
| VANGUARD BD INDEX FDS | 100769 | 7847909 | INTERMED TERM |
| DISNEY WALT CO | 68389 | 7780605 | COM |
| INVESCO EXCHANGE TRADED FD T | 103550 | 7771397 | S&P500 QUALITY |
| AMPHENOL CORP NEW | 57457 | 7764570 | CL A |
| ISHARES TR | 74679 | 7635628 | ESG AWR MSCI USA |
| T-MOBILE US INC | 37563 | 7626924 | COM |
| PIMCO ETF TR | 283470 | 7562991 | MULTISECTOR BD |
| FIRST TR EXCHNG TRADED FD VI | 222714 | 7396160 | FT VEST LADDERED |
| ISHARES TR | 302613 | 7347442 | IBONDS 27 ETF |
| LINDE PLC | 17196 | 7332567 | SHS |
| AMERICAN ELEC PWR CO INC | 63526 | 7325283 | COM |
| PALO ALTO NETWORKS INC | 39270 | 7233430 | COM |
| SELECT SECTOR SPDR TR | 61127 | 7195879 | STATE STREET COM |
| SELECT SECTOR SPDR TR | 46171 | 7162057 | STATE STREET IND |
| VANGUARD INTL EQUITY INDEX F | 50667 | 7147150 | TT WRLD ST ETF |
| STRYKER CORPORATION | 20268 | 7123789 | COM |
| AMPLIFY ETF TR | 321816 | 7092799 | TLT US TREASURY |
| CAPITAL GROUP DIVIDEND GROWE | 198713 | 7082128 | SHS ETF |
| ISHARES TR | 41493 | 7079951 | RUS TOP 200 ETF |
| WEC ENERGY GROUP INC | 66908 | 7056120 | COM |
| AFLAC INC | 63879 | 7043928 | COM |
| ISHARES TR | 289005 | 7002591 | IBONDS DEC2026 |
| SCHWAB STRATEGIC TR | 289852 | 6968049 | INTL EQTY ETF |
| ISHARES TR | 100121 | 6950409 | CORE DIV GRWTH |
| AXON ENTERPRISE INC | 12221 | 6940372 | COM |
| MEDTRONIC PLC | 72246 | 6939989 | SHS |
| ISHARES TR | 73485 | 6935561 | MORNINGSTR US EQ |
| BNY MELLON ETF TRUST II | 238568 | 6923243 | DYNAMIC VALUE |
| SCHWAB CHARLES CORP | 69112 | 6905009 | COM |
| NORTHROP GRUMMAN CORP | 12085 | 6890990 | COM |
| J P MORGAN EXCHANGE TRADED F | 135421 | 6838763 | MUNICIPAL ETF |
| FIRST TR EXCHANGE TRADED FD | 69389 | 6822358 | RBA INDL ETF |
| APPLOVIN CORP | 10107 | 6810804 | COM CL A |
| AMERICAN CENTY ETF TR | 72204 | 6785034 | INTL SMCP VLU |
| JOHNSON CTLS INTL PLC | 56037 | 6710353 | SHS |
| SCHWAB STRATEGIC TR | 283848 | 6633537 | US AGGREGATE B |
| STARBUCKS CORP | 78527 | 6612766 | COM |
| NEXTERA ENERGY INC | 82135 | 6593726 | COM |
| VERIZON COMMUNICATIONS INC | 161642 | 6583696 | COM |
| GILEAD SCIENCES INC | 53558 | 6573641 | COM |
| VANGUARD INDEX FDS | 31221 | 6529051 | EXTEND MKT ETF |
| UBER TECHNOLOGIES INC | 79549 | 6499960 | COM |
| COPART INC | 165879 | 6494181 | COM |
| AUTOMATIC DATA PROCESSING IN | 25122 | 6462419 | COM |
| VANGUARD BD INDEX FDS | 81943 | 6457926 | SHORT TRM BOND |
| INTUIT | 9746 | 6456189 | COM |
| CENTENE CORP DEL | 156332 | 6433059 | COM |
| VANGUARD INDEX FDS | 36198 | 6420410 | MCAP VL IDXVIP |
| CAPITAL GRP FIXED INCM ETF T | 231149 | 6384342 | US MULTI-SECTOR |
| SELECT SECTOR SPDR TR | 140670 | 6379383 | STATE STREET MAT |
| SCHWAB STRATEGIC TR | 210346 | 6325106 | US MID-CAP ETF |
| DUKE ENERGY CORP NEW | 53859 | 6312812 | COM NEW |
| VANECK ETF TRUST | 123485 | 6312576 | HIGH YLD MUNIETF |
| DANAHER CORPORATION | 27400 | 6272569 | COM |
| NVR INC | 857 | 6250196 | COM |
| VANGUARD WHITEHALL FDS | 92586 | 6243084 | EM MK GOV BD ETF |
| DEERE & CO | 13296 | 6190832 | COM |
| VANGUARD INDEX FDS | 22069 | 6160364 | MCAP GR IDXVIP |
| SERVICENOW INC | 39969 | 6122826 | COM |
| VANGUARD WORLD FD | 45533 | 6078253 | FINANCIALS ETF |
| VANGUARD WORLD FD | 31357 | 6071665 | COMM SRVC ETF |
| INVESCO EXCHANGE TRADED FD T | 51355 | 6068107 | S&P 100 EQL WIGH |
| ISHARES TR | 67483 | 6057239 | SYSTEMATIC BD ET |
| ISHARES TR | 75094 | 6054858 | IBOXX HI YD ETF |
| VANGUARD CHARLOTTE FDS | 124933 | 6036775 | TOTAL INT BD ETF |
| VANGUARD MUN BD FDS | 59757 | 6025238 | INTERMEDIATE TRM |
| PFIZER INC | 241652 | 6017141 | COM |
| NICOLET BANKSHARES INC | 49314 | 5981767 | COM |
| WELLTOWER INC | 32117 | 5961182 | COM |
| BLACKROCK ETF TRUST II | 121201 | 5951952 | ISHARES HIGH YIE |
| HERSHEY CO | 32693 | 5949584 | COM |
| ISHARES TR | 68559 | 5913170 | MSCI EAFE MIN VL |
| NEWMONT CORP | 59084 | 5899555 | COM |
| CONOCOPHILLIPS | 63016 | 5898938 | COM |
| SEI EXCHANGE TRADED FUNDS | 233965 | 5832747 | DBI MULTI-STRGY |
| WISDOMTREE TR | 132237 | 5825043 | YIELD ENHANCD US |
| SPDR S&P MIDCAP 400 ETF TR | 9627 | 5807685 | UTSER1 S&PDCRP |
| VANGUARD INDEX FDS | 65531 | 5798842 | REAL ESTATE ETF |
| EXPEDIA GROUP INC | 20423 | 5786131 | COM NEW |
| ANALOG DEVICES INC | 21179 | 5743305 | COM |
| ARES CAPITAL CORP | 282508 | 5715142 | COM |
| WISDOMTREE TR | 146326 | 5709652 | EM EX ST-OWNED |
| ISHARES TR | 23157 | 5700269 | RUSSELL 2000 ETF |
| ISHARES TR | 132927 | 5698587 | 0-5YR HI YL CP |
| ISHARES TR | 54639 | 5684601 | MORNINGSTAR GRWT |
| FEDEX CORP | 19633 | 5671176 | COM |
| PIMCO ETF TR | 56336 | 5652742 | ENHAN SHRT MA AC |
| ISHARES TR | 67862 | 5620338 | 1 3 YR TREAS BD |
| INVESCO EXCH TRADED FD TR II | 47014 | 5609769 | S&P 500 MOMNTM |
| ISHARES TR | 219749 | 5593722 | IBDS DEC28 ETF |
| COMFORT SYS USA INC | 5946 | 5549722 | COM |
| INTUITIVE SURGICAL INC | 9728 | 5509639 | COM NEW |
| WILLIAMS COS INC | 90786 | 5457183 | COM |
| PAYLOCITY HLDG CORP | 35710 | 5445800 | COM |
| ISHARES TR | 49410 | 5444472 | IBOXX INV CP ETF |
| ISHARES U S ETF TR | 107594 | 5414130 | SHORT MATURITY M |
| VANGUARD SCOTTSDALE FDS | 64640 | 5413628 | INT-TERM CORP |
| VANGUARD SCOTTSDALE FDS | 91371 | 5366210 | SHORT TERM TREAS |
| ISHARES TR | 54138 | 5332556 | CONV BD ETF |
| VANGUARD WORLD FD | 13451 | 5298791 | CONSUM DIS ETF |
| PG&E CORP | 328403 | 5277444 | COM |
| TRACTOR SUPPLY CO | 105433 | 5272770 | COM |
| SHOPIFY INC | 32689 | 5262004 | CL A SUB VTG SHS |
| ISHARES TR | 38364 | 5253595 | RUS MD CP GR ETF |
| MOODYS CORP | 10271 | 5246676 | COM |
| PUTNAM ETF TRUST | 115056 | 5243089 | FOCUSED LAR CAP |
| UNITED THERAPEUTICS CORP DEL | 10737 | 5231603 | COM |
| VANGUARD WELLINGTON FD | 26873 | 5139496 | US MOMENTUM |
| TRAVELERS COMPANIES INC | 17697 | 5133073 | COM |
| ATLASSIAN CORPORATION | 31565 | 5117949 | CL A |
| CHIPOTLE MEXICAN GRILL INC | 136506 | 5050733 | COM |
| JOHN HANCOCK EXCHANGE TRADED | 120439 | 5001792 | MULTI INTL ETF |
| INVESCO EXCH TRADED FD TR II | 237983 | 4997649 | SR LN ETF |
| ISHARES TR | 40849 | 4967677 | CORE HIGH DV ETF |
| SPROUTS FMRS MKT INC | 92965 | 4959237 | COM |
| CONSTELLATION ENERGY CORP | 13951 | 4928540 | COM |
| INCYTE CORP | 49806 | 4919298 | COM |
| WESTERN DIGITAL CORP | 28139 | 4847499 | COM |
| EDISON INTL | 79253 | 4756816 | COM |
| CAPITAL GROUP GLOBAL EQUITY | 149261 | 4721118 | SHS |
| ISHARES TR | 28465 | 4719782 | DOW JONES US ETF |
| ISHARES INC | 64270 | 4671155 | MSCI EMRG CHN |
| ULTA BEAUTY INC | 7586 | 4589884 | COM |
| ISHARES TR | 45036 | 4578837 | 10-20 YR TRS ETF |
| SCHWAB STRATEGIC TR | 101278 | 4578766 | FUNDAMENTAL INTL |
| ATMOS ENERGY CORP | 27045 | 4533482 | COM |
| SELECT SECTOR SPDR TR | 29256 | 4528759 | STATE STREET HEA |
| SANOFI SA | 93368 | 4524631 | SPONSORED ADR |
| VANGUARD SCOTTSDALE FDS | 56712 | 4521681 | SHRT TRM CORP BD |
| MARRIOTT INTL INC NEW | 14553 | 4514942 | CL A |
| NOVARTIS AG | 32499 | 4480658 | SPONSORED ADR |
| AIRBNB INC | 32994 | 4478014 | COM CL A |
| DELTA AIR LINES INC DEL | 64254 | 4459244 | COM NEW |
| CENCORA INC | 13099 | 4424352 | COM |
| MARSH & MCLENNAN COS INC | 23754 | 4406874 | COM |
| ISHARES TR | 45375 | 4368677 | JPMORGAN USD EMG |
| MEDPACE HLDGS INC | 7759 | 4357843 | COM |
| NATERA INC | 18720 | 4288712 | COM |
| ISHARES TR | 20382 | 4287077 | RUS 1000 VAL ETF |
| 3M CO | 26690 | 4273035 | COM |
| CVS HEALTH CORP | 53512 | 4246730 | COM |
| ZOOM COMMUNICATIONS INC | 49173 | 4243180 | CL A |
| VERISIGN INC | 17454 | 4240219 | COM |
| NUVEEN AMT FREE QLTY MUN INC | 363428 | 4226667 | COM |
| ALLSTATE CORP | 20193 | 4203293 | COM |
| CME GROUP INC | 15314 | 4181883 | COM |
| ROBLOX CORP | 51561 | 4177996 | CL A |
| ASML HOLDING N V | 3904 | 4177193 | N Y REGISTRY SHS |
| DELL TECHNOLOGIES INC | 33014 | 4155914 | CL C |
| SYSCO CORP | 55847 | 4115406 | COM |
| HOWMET AEROSPACE INC | 19884 | 4076481 | COM |
| AMERICAN TOWER CORP NEW | 23212 | 4075207 | COM |
| TRUIST FINL CORP | 82762 | 4072702 | COM |
| PHILLIPS 66 | 31557 | 4072216 | COM |
| ROBINHOOD MKTS INC | 35984 | 4069784 | COM CL A |
| ISHARES TR | 84867 | 4068699 | US HLTHCR PR ETF |
| VERTEX PHARMACEUTICALS INC | 8967 | 4065459 | COM |
| T ROWE PRICE ETF INC | 106091 | 4054811 | CAP APPRECIATION |
| INNOVATOR ETFS TRUST | 81127 | 4044992 | LADERD ALCTN PWR |
| AMERIPRISE FINL INC | 8244 | 4042897 | COM |
| GLOBAL X FDS | 84060 | 4017249 | US INFR DEV ETF |
| SNOWFLAKE INC | 18194 | 3990906 | COM SHS |
| SCHWAB STRATEGIC TR | 152060 | 3988525 | US BRD MKT ETF |
| FREEPORT-MCMORAN INC | 78170 | 3970276 | CL B |
| CORNING INC | 45001 | 3940230 | COM |
| IQVIA HLDGS INC | 17470 | 3937902 | COM |
| ISHARES TR | 39140 | 3928876 | 0-3 MNTH TREASRY |
| ISHARES TR | 48738 | 3891236 | MRGSTR MD CP GRW |
| ISHARES TR | 12913 | 3888898 | ISHARES SEMICDTR |
| DIMENSIONAL ETF TRUST | 55745 | 3883745 | US SMALL CAP ETF |
| PACER FDS TR | 119961 | 3878339 | SWAN SOS FD OF |
| CRH PLC | 30947 | 3862231 | ORD |
| EXELIXIS INC | 86956 | 3811282 | COM |
| PROLOGIS INC. | 29835 | 3808662 | COM |
| EMERSON ELEC CO | 28696 | 3808505 | COM |
| ISHARES TR | 162307 | 3798802 | IBONDS DEC 29 |
| ISHARES TR | 55718 | 3794379 | MSCI USA QUALITY |
| CROWDSTRIKE HLDGS INC | 8027 | 3762709 | CL A |
| INVESCO EXCHANGE TRADED FD T | 29395 | 3756687 | S&P MDCP400 VL |
| WORLD GOLD TR | 43950 | 3752012 | SPDR GLD MINIS |
| ETF SER SOLUTIONS | 63539 | 3742423 | DISTILLATE US |
| GRAYSCALE BITCOIN MINI TR ET | 96546 | 3739227 | SHS NEW |
| MORGAN STANLEY ETF TRUST | 71698 | 3688410 | EATON VANCE SHOR |
| US BANCORP DEL | 69114 | 3687934 | COM NEW |
| DIMENSIONAL ETF TRUST | 73730 | 3679150 | INTERNATNAL VAL |
| WISDOMTREE TR | 71754 | 3678098 | US MULTIFACTOR |
| WISDOMTREE TR | 64594 | 3677314 | US SMALLCAP FUND |
| ISHARES BITCOIN TRUST ETF | 74016 | 3674873 | SHS BEN INT |
| VANECK ETF TRUST | 141042 | 3641703 | JP MRGAN EM LOC |
| TAPESTRY INC | 28303 | 3616240 | COM |
| MONDELEZ INTL INC | 66943 | 3603524 | CL A |
| ISHARES INC | 30277 | 3595436 | MSCI GBL MIN VOL |
| DIREXION SHS ETF TR | 85333 | 3586560 | DLY SCOND 3XBU |
| VANGUARD WORLD FD | 16923 | 3574686 | CONSUM STP ETF |
| SMARTSTOP SELF STORAG REIT I | 114992 | 3557867 | COMMON STOCK |
| PARKER-HANNIFIN CORP | 4004 | 3519471 | COM |
| WASTE MGMT INC DEL | 15973 | 3509467 | COM |
| NRG ENERGY INC | 22003 | 3503865 | COM NEW |
| T ROWE PRICE ETF INC | 77152 | 3484974 | PRICE EQT INCOME |
| LAS VEGAS SANDS CORP | 53503 | 3482574 | COM |
| INVESCO EXCHANGE TRADED FD T | 25139 | 3480699 | S&P MDCP MOMNTUM |
| NORFOLK SOUTHN CORP | 12028 | 3472517 | COM |
| COLGATE PALMOLIVE CO | 43797 | 3460900 | COM |
| DIMENSIONAL ETF TRUST | 63904 | 3455303 | GLOBAL CORE PLUS |
| INVESCO EXCH TRADED FD TR II | 47892 | 3420442 | S&P500 LOW VOL |
| INVESCO EXCHANGE TRADED FD T | 21821 | 3417780 | AEROSPACE DEFN |
| COMCAST CORP NEW | 113297 | 3386454 | CL A |
| KINDER MORGAN INC DEL | 122073 | 3355763 | COM |
| PROGRESSIVE CORP | 14726 | 3353584 | COM |
| WISDOMTREE TR | 39419 | 3345926 | US TOTAL DIVIDND |
| ECOLAB INC | 12735 | 3343292 | COM |
| ISHARES TR | 25949 | 3343053 | ESG MSCI KLD 400 |
| OREILLY AUTOMOTIVE INC | 36633 | 3341302 | COM |
| NETAPP INC | 30979 | 3317504 | COM |
| VENTAS INC | 42789 | 3311000 | COM |
| FIDELITY COVINGTON TRUST | 58089 | 3293079 | HIGH DIVID ETF |
| MSCI INC | 5719 | 3281399 | COM |
| BLACKROCK ETF TRUST | 44223 | 3276513 | ISHARES US CARBO |
| CHECK POINT SOFTWARE TECH LT | 17649 | 3274989 | ORD |
| WISDOMTREE TR | 47431 | 3261362 | INTL EQUITY FD |
| TECHNIPFMC PLC | 72883 | 3247670 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 47418 | 3241467 | SHS REP COM UT |
| ASTRAZENECA PLC | 35186 | 3234650 | SPONSORED ADR |
| INVESCO EXCHANGE TRADED FD T | 42110 | 3220827 | DORSEY WRGT TECH |
| PROSHARES TR | 38210 | 3218025 | S&P MDCP 400 DIV |
| KKR & CO INC | 25209 | 3213684 | COM |
| INVESCO EXCHANGE TRADED FD T | 16751 | 3208715 | S&P500 EQL WGT |
| PULTE GROUP INC | 27109 | 3178872 | COM |
| FIRST TR EXCHANGE TRADED FD | 50402 | 3171270 | DORSEY WRT 5 ETF |
| INVESCO EXCH TRD SLF IDX FD | 51572 | 3152591 | RUSL 1000 DYNM |
| TRANE TECHNOLOGIES PLC | 8091 | 3149228 | SHS |
| ILLUMINA INC | 23834 | 3126167 | COM |
| ISHARES TR | 32502 | 3121200 | MSCI EAFE ETF |
| CAPITAL GROUP GBL GROWTH EQT | 90021 | 3119219 | SHS CREATION UNI |
| VALERO ENERGY CORP | 19141 | 3116028 | COM |
| VANGUARD SCOTTSDALE FDS | 51726 | 3099959 | INTER TERM TREAS |
| REGENERON PHARMACEUTICALS | 4013 | 3096966 | COM |
| VANGUARD MALVERN FDS | 62394 | 3086029 | STRM INFPROIDX |
| GOLDMAN SACHS ETF TR | 36169 | 3078713 | EQUAL WEIGHT US |
| HILTON WORLDWIDE HLDGS INC | 10706 | 3075254 | COM |
| AUTODESK INC | 10384 | 3073995 | COM |
| DIMENSIONAL ETF TRUST | 80644 | 3073326 | INTL CORE EQT MK |
| GOLDMAN SACHS ETF TR | 23139 | 3062909 | ACTIVEBETA US LG |
| ROSS STORES INC | 16946 | 3052702 | COM |
| FRANKLIN TEMPLETON ETF TR | 54242 | 3051666 | US MID CP MLTFCT |
| HCA HEALTHCARE INC | 6458 | 3015202 | COM |
| WISDOMTREE TR | 64618 | 2991188 | INDIA ERNGS FD |
| L3HARRIS TECHNOLOGIES INC | 10161 | 2983207 | COM |
| LYFT INC | 153571 | 2974674 | CL A COM |
| FIRST TR EXCHNG TRADED FD VI | 58738 | 2968581 | FT VEST US EQT |
| ISHARES TR | 32094 | 2960693 | U.S. FIN SVC ETF |
| DOLLAR GEN CORP NEW | 22296 | 2960316 | COM |
| BECTON DICKINSON & CO | 15162 | 2942644 | COM |
| VIKING HOLDINGS LTD | 41206 | 2942521 | ORD SHS |
| DIAMOND HILL INVT GROUP INC | 17118 | 2901466 | COM NEW |
| ISHARES SILVER TR | 44979 | 2897552 | ISHARES |
| VERTIV HOLDINGS CO | 17826 | 2888029 | COM CL A |
| CSX CORP | 79500 | 2881903 | COM |
| VANGUARD INTL EQUITY INDEX F | 39145 | 2879523 | ALLWRLD EX US |
| ALLIANT ENERGY CORP | 44187 | 2872572 | COM |
| AON PLC | 8136 | 2871145 | SHS CL A |
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