Millstone Evans Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Millstone Evans Group, LLC held in its portfolio 500 assets valued at $169,973,666 (i.e. $169.97M).
The most valuable assets in the portfolio included: APPLE INCORPORATED ($15.44M), NVIDIA CORPORATION ($15.07M), and MICROSOFT CORPORATION ($8.38M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Millstone Evans Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INCORPORATED | 56783 | 15437074 | COM |
| NVIDIA CORPORATION | 80792 | 15067708 | COM |
| MICROSOFT CORPORATION | 17320 | 8376448 | COM |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 10672 | 5364281 | CL B NEW |
| ORACLE CORPORATION | 21589 | 4207912 | COM |
| ALPHABET INCORPORATED CAP STK CLASS C | 12664 | 3973963 | CAP STK CL C |
| JPMORGAN CHASE & COMPANY. | 11297 | 3640092 | COM |
| ISHARES TR RUS MDCP VAL ETF | 22781 | 3213260 | RUS MDCP VAL ETF |
| ISHARES TR MRGSTR MD CP VAL | 38400 | 3161787 | MRGSTR MD CP VAL |
| RAYMOND JAMES FINL INCORPORATED | 18995 | 3050352 | COM |
| ALPHABET INCORPORATED CAP STK CLASS A | 8705 | 2724632 | CAP STK CL A |
| AMAZON COM INCORPORATED | 11117 | 2566026 | COM |
| JOHNSON & JOHNSON | 10214 | 2113785 | COM |
| INTERNATIONAL BUSINESS MACHINES | 6533 | 1935013 | COM |
| LINCOLN ELEC HLDGS INCORPORATED | 8056 | 1930540 | COM |
| FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | 47043 | 1781518 | NO AMER ENERGY |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 2834 | 1777286 | S&P 500 ETF SHS |
| THERMO FISHER SCIENTIFIC INCORPORATED | 3002 | 1739509 | COM |
| SPDR S&P MIDCAP 400 ETF TRUST | 2712 | 1636095 | UTSER1 S&PDCRP |
| GE AEROSPACE COM NEW | 5281 | 1626706 | COM NEW |
| MERCK & COMPANY INCORPORATED | 13586 | 1430062 | COM |
| SPDR S&P 500 ETF | 1882 | 1283373 | TR UNIT |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 13552 | 1219680 | INTL HIGH ETF |
| ELI LILLY & COMPANY | 1101 | 1183223 | COM |
| WATERS CORPORATION | 3107 | 1180132 | COM |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 42631 | 1159990 | FUNDAMENTAL US L |
| TCW TRANSFORM SYSTEMS ETF | 10889 | 1047038 | TRANSFORM SYSTEM |
| STARBUCKS CORPORATION | 11834 | 996541 | COM |
| PROCTER AND GAMBLE COMPANY | 6863 | 983537 | COM |
| NORFOLK SOUTHN CORPORATION | 3327 | 960571 | COM |
| AUTOMATIC DATA PROCESSING INCORPORATED | 3727 | 958601 | COM |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | 23430 | 927602 | US CORE EQUITY 2 |
| VISA INCORPORATED COM CLASS A | 2488 | 872566 | COM CL A |
| AMERICAN EXPRESS COMPANY | 2342 | 866423 | COM |
| GE VERNOVA INCORPORATED | 1315 | 859445 | COM |
| ISHARES TR RUSSELL 2000 ETF | 3448 | 848760 | RUSSELL 2000 ETF |
| 3M COMPANY | 5180 | 829318 | COM |
| COSTCO WHOLESALE CORPORATION NEW | 928 | 800252 | COM |
| CISCO SYSTEMS INCORPORATED | 10187 | 784705 | COM |
| VANGUARD HIGH DIVIDEND YIELD ETF | 5182 | 743721 | HIGH DIV YLD |
| BANK AMERICA CORPORATION | 13337 | 733535 | COM |
| PACER US CASH COWS 100 ETF | 12189 | 733415 | US CASH COWS 100 |
| PEPSICO INCORPORATED | 5084 | 729647 | COM |
| ABBVIE INCORPORATED | 3035 | 693467 | COM |
| WESTERN COPPER & GOLD CORPORATION (CANADA) | 258926 | 691332 | COM |
| PNC FINL SVCS GROUP INCORPORATED | 3151 | 657708 | COM |
| ISHARES TR RUS 1000 GRW ETF | 1385 | 655521 | RUS 1000 GRW ETF |
| SALESFORCE INCORPORATED | 2468 | 653798 | COM |
| PACER US SMALL CAP CASH COWS ETF | 14625 | 648926 | US SMALL CAP CAS |
| CHEVRON CORPORATION NEW | 4138 | 630604 | COM |
| STRYKER CORPORATION | 1792 | 629834 | COM |
| EXXON MOBIL CORPORATION | 4833 | 581603 | COM |
| VANGUARD ESG U.S. STOCK ETF | 4761 | 575891 | ESG US STK ETF |
| AT&T INCORPORATED | 23172 | 575592 | COM |
| ADVISORSHARES FOCUSED EQUITY ETF | 8226 | 565365 | ADVISORSHS ETF |
| WALMART INCORPORATED | 5071 | 564960 | COM |
| WORLD GOLD TR SPDR GOLD MINISHARES TR NEW | 6499 | 554820 | SPDR GLD MINIS |
| FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | 7604 | 528250 | RISNG DIVD ACHIV |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 2747 | 526181 | S&P500 EQL WGT |
| UNITED BANKSHARES INCORPORATED WEST VA | 13328 | 511795 | COM |
| TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | 1592 | 483793 | SPONSORED ADS |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 3094 | 478951 | STATE STREET HEA |
| SCHWAB U.S. TIPS ETF | 17753 | 470277 | US TIPS ETF |
| CORNING INCORPORATED | 5326 | 466345 | COM |
| FLEX LIMITED ORD (SINGAPORE) | 7625 | 460703 | ORD |
| VERIZON COMMUNICATIONS INCORPORATED | 11310 | 460670 | COM |
| MEDTRONIC PLC SHS (IRELAND) | 4780 | 459167 | SHS |
| MCDONALDS CORPORATION | 1494 | 456611 | COM |
| DIMENSIONAL US CORE EQUITY 1 ETF | 5900 | 434417 | US CORE EQUITY 1 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 5728 | 432120 | VG TL INTL STK F |
| KENVUE INCORPORATED | 25047 | 432061 | COM |
| JPMORGAN ULTRA-SHORT INCOME ETF | 8462 | 428093 | ULTRA SHRT ETF |
| NOVARTIS AG SPONSORED ADR (SWITZERLAND) | 3102 | 427673 | SPONSORED ADR |
| ISHARES TR CORE S&P MCP ETF | 6450 | 425700 | CORE S&P MCP ETF |
| HOME DEPOT INCORPORATED | 1211 | 416705 | COM |
| VANGUARD DIVIDEND APPRECIATION ETF | 1883 | 413846 | DIV APP ETF |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 11911 | 410448 | INTL CORE EQUITY |
| JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) | 3427 | 410383 | SHS |
| EMERSON ELEC COMPANY | 3036 | 402938 | COM |
| SCHWAB US DIVIDEND EQUITY ETF | 14644 | 401685 | US DIVIDEND EQ |
| COMCAST CORP NEW CLASS A | 13071 | 390692 | CL A |
| VANGUARD SMALL-CAP ETF | 1506 | 388473 | SMALL CP ETF |
| BOOKING HOLDINGS INCORPORATED | 71 | 380228 | COM |
| MASTERCARD INCORPORATED CLASS A | 651 | 371773 | CL A |
| UNION PAC CORPORATION | 1548 | 358083 | COM |
| VANGUARD GROWTH ETF | 732 | 357114 | GROWTH ETF |
| DISNEY WALT COMPANY | 3083 | 350734 | COM |
| DEERE & COMPANY | 739 | 344056 | COM |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 6113 | 334834 | STATE STREET FIN |
| TARGET CORPORATION | 3416 | 333914 | COM |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 7190 | 325060 | FUNDAMENTAL INTL |
| VANGUARD FTSE EMERGING MARKETS ETF | 6027 | 324012 | FTSE EMR MKT ETF |
| ICF INTERNATIONAL INCORPORATED | 3752 | 320046 | COM |
| SHERWIN WILLIAMS COMPANY | 987 | 319818 | COM |
| FIRST BUSEY CORPORATION COM NEW | 13350 | 317597 | COM NEW |
| ISHARES TR CORE MSCI EAFE | 3539 | 316599 | CORE MSCI EAFE |
| ALIBABA GROUP HLDG LIMITED SPONSORED ADS | 2154 | 315733 | SPONSORED ADS |
| BRISTOL-MYERS SQUIBB COMPANY | 5743 | 309769 | COM |
| ISHARES TR U.S. FINLS ETF | 2367 | 305177 | U.S. FINLS ETF |
| ISHARES TR CORE US AGGBD ET | 3025 | 302137 | CORE US AGGBD ET |
| INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF | 4082 | 302022 | BLOOMBERG ANALYS |
| ABBOTT LABS | 2401 | 300821 | COM |
| TCW TRANSFORM SUPPLY CHAIN ETF | 4285 | 299356 | TRANSFORM SUPPLY |
| AIR PRODUCTS & CHEMICALS INCORPORATED | 1195 | 295189 | COM |
| ALLSTATE CORPORATION | 1413 | 294116 | COM |
| GOLDMAN SACHS GROUP INCORPORATED | 325 | 285675 | COM |
| EATON CORPORATION PLC SHS (IRELAND) | 888 | 282837 | SHS |
| CUMMINS INCORPORATED | 543 | 277174 | COM |
| ADVANCED MICRO DEVICES INCORPORATED | 1285 | 275196 | COM |
| ANALOG DEVICES INCORPORATED | 995 | 269844 | COM |
| JANUS HENDERSON AAA CLO ETF | 5261 | 266101 | HENDRSON AAA CL |
| TREX COMPANY INCORPORATED | 7500 | 263100 | COM |
| BADGER METER INCORPORATED | 1490 | 259871 | COM |
| ISHARES TR CORE 60/40 BALAN | 3928 | 255359 | CORE 60/40 BALAN |
| TRANE TECHNOLOGIES PLC SHS (IRELAND) | 632 | 245974 | SHS |
| OAKMARK U.S. LARGE CAP ETF | 8576 | 243215 | OAKMARK U S LRG |
| QUALCOMM INCORPORATED | 1408 | 240838 | COM |
| UNITEDHEALTH GROUP INCORPORATED | 721 | 238009 | COM |
| S&P GLOBAL INCORPORATED | 454 | 237496 | COM |
| DARDEN RESTAURANTS INCORPORATED | 1286 | 236650 | COM |
| INVESCO WATER RESOURCES ETF | 3302 | 232492 | WATER RES ETF |
| MARSH & MCLENNAN COMPANIES INCORPORATED | 1252 | 232271 | COM |
| VANGUARD S&P 500 VALUE ETF | 1119 | 229227 | 500 VAL IDX FD |
| VANGUARD VALUE ETF | 1199 | 228997 | VALUE ETF |
| WASTE MGMT INCORPORATED DEL | 1039 | 228279 | COM |
| VANGUARD FTSE EUROPE ETF | 2727 | 228004 | FTSE EUROPE ETF |
| NETFLIX INCORPORATED | 2420 | 226899 | COM |
| ISHARES TR US INDUSTRIALS | 1500 | 222255 | US INDUSTRIALS |
| INVESCO GLOBAL WATER RESOURCES ETF | 5030 | 222086 | GLOBAL WATER |
| SPDR GOLD SHARES | 560 | 221934 | GOLD SHS |
| ITRON INCORPORATED | 2362 | 219335 | COM |
| EBAY INCORPORATED. | 2518 | 219318 | COM |
| ISHARES TR RUS 1000 VAL ETF | 1039 | 218543 | RUS 1000 VAL ETF |
| AMGEN INCORPORATED | 666 | 217988 | COM |
| DIMENSIONAL CORE FIXED INCOME ETF | 5016 | 213464 | CORE FIXED INCOM |
| VANGUARD TOTAL STOCK MARKET ETF | 633 | 212226 | TOTAL STK MKT |
| IQVIA HLDGS INCORPORATED | 933 | 210308 | COM |
| PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND | 4000 | 209640 | INTER MUN BD ACT |
| HERSHEY COMPANY | 1141 | 207699 | COM |
| VANGUARD COMMUNICATION SERVICES ETF | 1032 | 199826 | COMM SRVC ETF |
| CENCORA INCORPORATED | 584 | 197246 | COM |
| HCA HEALTHCARE INCORPORATED | 419 | 195614 | COM |
| INTEL CORPORATION | 5294 | 195358 | COM |
| INVESCO NASDAQ 100 ETF | 763 | 192978 | NASDAQ 100 ETF |
| MORGAN STANLEY COM NEW | 1083 | 192265 | COM NEW |
| ISHARES TR GLOBAL ENERG ETF | 4535 | 190153 | GLOBAL ENERG ETF |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | 4230 | 190104 | US EQTY PWR BUF |
| CULLEN ENHANCED EQUITY INCOME ETF | 7484 | 189957 | CULLEN ENHANCED |
| ISHARES TR CORE S&P500 ETF | 274 | 187674 | CORE S&P500 ETF |
| SPROUTS FMRS MKT INCORPORATED | 2350 | 187225 | COM |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 3890 | 186515 | SHORT DURATION F |
| INVESCO MSCI SUSTAINABLE FUTURE ETF | 3950 | 186348 | INVESCO MSCI |
| ISHARES TR RUS MID CAP ETF | 1932 | 185994 | RUS MID CAP ETF |
| NEXTERA ENERGY INCORPORATED | 2280 | 183038 | COM |
| BROADCOM INCORPORATED | 524 | 181356 | COM |
| NUVEEN ESG U.S. AGGREGATE BOND ETF | 8097 | 181008 | NUVEEN ESG US |
| ISHARES TR RUS 1000 ETF | 478 | 178504 | RUS 1000 ETF |
| ISHARES TR CORE S&P TTL STK | 1194 | 177536 | CORE S&P TTL STK |
| COCA COLA COMPANY | 2536 | 177292 | COM |
| STERIS PLC SHS USD (IRELAND) | 674 | 170872 | SHS USD |
| GENERAL MLS INCORPORATED | 3640 | 169260 | COM |
| ISHARES TR MSCI USA MIN VOL | 1782 | 167793 | MSCI USA MIN VOL |
| TCW TRANSFORM 500 ETF | 2063 | 165500 | TRANSFRM 500 ETF |
| HOWMET AEROSPACE INCORPORATED | 800 | 164016 | COM |
| CITIGROUP INCORPORATED COM NEW | 1403 | 163716 | COM NEW |
| VANECK JUNIOR GOLD MINERS ETF | 1402 | 159520 | JUNIOR GOLD MINE |
| DAVIS SELECT FINANCIAL ETF | 3300 | 159489 | SELECT FINL |
| GENERAL MTRS COMPANY | 1932 | 157110 | COM |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 3516 | 156446 | CWP ENHANCED DIV |
| PAYPAL HLDGS INCORPORATED | 2660 | 155291 | COM |
| PFIZER INCORPORATED | 6198 | 154329 | COM |
| ISHARES TR S&P 500 VAL ETF | 715 | 151630 | S&P 500 VAL ETF |
| XCEL ENERGY INCORPORATED | 2052 | 151540 | COM |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 4572 | 151255 | EMERGING MKTS CO |
| WABTEC | 699 | 149202 | COM |
| MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A | 480 | 148915 | CL A |
| WESCO INTERNATIONAL INCORPORATED | 605 | 148007 | COM |
| INVESCO BIOTECHNOLOGY & GENOME ETF | 1782 | 146391 | BIOTECHNOLOGY |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 2550 | 145962 | EQUITY PREMIUM |
| FIRST TRUST WATER ETF | 1334 | 144926 | WTR ETF |
| CROWN CASTLE INCORPORATED REIT | 1624 | 144325 | COM |
| IPG PHOTONICS CORPORATION | 2000 | 143200 | COM |
| COLGATE PALMOLIVE COMPANY | 1803 | 142473 | COM |
| SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER (CANADA) | 6000 | 141900 | PHYSICAL SILVER |
| DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | 2675 | 140799 | GLOBAL EX US COR |
| TARGA RES CORPORATION | 761 | 140405 | COM |
| GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK | 1703 | 139680 | COMMON STOCK |
| ASTORIA REAL ASSETS ETF | 7435 | 138486 | ASTORIA REAL |
| KB HOME | 2451 | 138261 | COM |
| VANGUARD TAX-EXEMPT BOND ETF | 2710 | 136286 | TAX EXEMPT BD |
| NYLI MACKAY MUNI INSURED ETF | 5673 | 135812 | NYLI MACKAY MUNI |
| VANGUARD INFORMATION TECHNOLOGY ETF | 178 | 134173 | INF TECH ETF |
| VANGUARD MID-CAP ETF | 461 | 133791 | MID CAP ETF |
| XYLEM INCORPORATED | 973 | 132531 | COM |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 2600 | 132444 | ULTRA SHT MUNCPL |
| ISHARES TR ESG SELECT SCRE | 2493 | 130834 | ESG SELECT SCRE |
| STANCE SUSTAINABLE BETA ETF | 4699 | 127753 | STANCE SUSTAINAB |
| FEDEX CORPORATION | 437 | 126289 | COM |
| BLACKSTONE INCORPORATED | 817 | 125932 | COM |
| INTERFACE INCORPORATED | 4455 | 124384 | COM |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 1870 | 124224 | HEDGED EQUITY LA |
| PULTE GROUP INCORPORATED | 1058 | 124061 | COM |
| TRUIST FINL CORPORATION | 2483 | 122188 | COM |
| AMERICAN TOWER CORPORATION NEW REIT | 694 | 121846 | COM |
| LOEWS CORPORATION | 1154 | 121528 | COM |
| NUVEEN ESG SMALL-CAP ETF | 2711 | 121046 | NUVEEN ESG SMLCP |
| GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF | 910 | 120457 | ACTIVEBETA US LG |
| SOUTHERN COMPANY | 1381 | 120423 | COM |
| INVESCO QQQ TR | 194 | 119176 | UNIT SER 1 |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 3303 | 119106 | FUNDAMENTAL EMER |
| TOYOTA MOTOR CORPORATION ADS (JAPAN) | 547 | 117091 | ADS |
| VANGUARD SMALL-CAP GROWTH ETF | 385 | 116312 | SML CP GRW ETF |
| OREILLY AUTOMOTIVE INCORPORATED | 1275 | 116293 | COM |
| NEXTPOWER INCORPORATED CLASS A COM | 1327 | 115595 | CLASS A COM |
| SCHWAB CHARLES CORPORATION | 1156 | 115496 | COM |
| VANECK MORNINGSTAR WIDE MOAT ETF | 1093 | 113191 | MRNGSTR WDE MOAT |
| ISHARES TR S&P 100 ETF | 328 | 112494 | S&P 100 ETF |
| WELLS FARGO COMPANY NEW | 1206 | 112399 | COM |
| VANGUARD FINANCIALS ETF | 834 | 111331 | FINANCIALS ETF |
| DIMENSIONAL GLOABL CREDIT ETF | 1992 | 108041 | GLOBAL CR ETF |
| TEXAS INSTRS INCORPORATED | 622 | 107911 | COM |
| HUNTINGTON BANCSHARES INCORPORATED | 6028 | 104586 | COM |
| THE CIGNA GROUP | 378 | 104037 | COM |
| ISHARES ESG OPTIMIZED MSCI USA ETF | 731 | 101861 | ESG OPTIMIZED |
| ISHARES TR MSCI EAFE ETF | 1060 | 101792 | MSCI EAFE ETF |
| UNITED AIRLS HLDGS INCORPORATED | 900 | 100638 | COM |
| DANAHER CORPORATION | 438 | 100267 | COM |
| ISHARES TR S&P MC 400VL ETF | 753 | 99087 | S&P MC 400VL ETF |
| CAPITAL ONE FINL CORPORATION | 407 | 98641 | COM |
| ISHARES TR US HOME CONS ETF | 1020 | 98226 | US HOME CONS ETF |
| CALIFORNIA WTR SVC GROUP | 2250 | 97493 | COM |
| EQUINIX INCORPORATED REIT | 127 | 97302 | COM |
| EATON VANCE TAX-MANAGED DIVERS | 6322 | 96979 | COM |
| VANGUARD MID-CAP VALUE ETF | 546 | 96844 | MCAP VL IDXVIP |
| BP PLC SPONSORED ADR (UNITED KINGDOM) | 2786 | 96758 | SPONSORED ADR |
| LAM RESEARCH CORPORATION COM NEW | 560 | 95861 | COM NEW |
| HEXCEL CORPORATION NEW | 1296 | 95774 | COM |
| PEMBINA PIPELINE CORPORATION (CANADA) | 2500 | 95150 | COM |
| CATERPILLAR INCORPORATED | 166 | 95096 | COM |
| UBER TECHNOLOGIES INCORPORATED | 1159 | 94702 | COM |
| ISHARES TR U.S. FIN SVC ETF | 1014 | 93542 | U.S. FIN SVC ETF |
| NUVEEN ESG LARGE-CAP VALUE ETF | 2063 | 92938 | NUVEEN ESG LRGVL |
| UNITED THERAPEUTICS CORPORATION DEL | 190 | 92578 | COM |
| ALTRIA GROUP INCORPORATED | 1590 | 91679 | COM |
| ISHARES TR U.S. TECH ETF | 450 | 89856 | U.S. TECH ETF |
| ARCHER DANIELS MIDLAND COMPANY | 1550 | 89110 | COM |
| CHURCH & DWIGHT COMPANY INCORPORATED | 1057 | 88629 | COM |
| VANGUARD SHORT-TERM BOND ETF | 1121 | 88346 | SHORT TRM BOND |
| CONSTELLATION ENERGY CORPORATION | 250 | 88318 | COM |
| STATE STR CORPORATION | 675 | 87082 | COM |
| VANECK GOLD MINERS ETF | 1000 | 85770 | GOLD MINERS ETF |
| UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) | 1310 | 85674 | SPON ADR NEW |
| MERCURY GENL CORPORATION NEW | 900 | 84654 | COM |
| SOLVENTUM CORPORATION COM SHS | 1042 | 82568 | COM SHS |
| PPL CORPORATION | 2306 | 80756 | COM |
| ISHARES TR RUSSELL 3000 ETF | 208 | 80465 | RUSSELL 3000 ETF |
| HANOVER INS GROUP INCORPORATED | 439 | 80236 | COM |
| ISHARES TR S&P MC 400GR ETF | 827 | 80120 | S&P MC 400GR ETF |
| IRIDIUM COMMUNICATIONS INCORPORATED | 4515 | 78471 | COM |
| VANGUARD FTSE PACIFIC ETF | 867 | 78377 | FTSE PACIFIC ETF |
| ISHARES TR U.S. MED DVC ETF | 1228 | 76320 | U.S. MED DVC ETF |
| FRANKLIN FTSE SWITZERLAND ETF | 1835 | 76116 | FRANKLN SWZLND |
| PHILIP MORRIS INTERNATIONAL INCORPORATED | 472 | 75709 | COM |
| KIMBERLY-CLARK CORPORATION | 747 | 75365 | COM |
| ISHARES TR MSCI CHINA ETF | 1250 | 75088 | MSCI CHINA ETF |
| ISHARES TR ESG AWRE USD ETF | 3209 | 75042 | ESG AWRE USD ETF |
| SKYWORKS SOLUTIONS INCORPORATED | 1170 | 74190 | COM |
| CVS HEALTH CORPORATION | 928 | 73646 | COM |
| BLACKSTONE MTG TR INCORPORATED COM CLASS A REIT | 3820 | 73077 | COM CL A |
| ISHARES TR SELECT DIVID ETF | 517 | 72969 | SELECT DIVID ETF |
| ISHARES TR INTL DIV GRWTH | 875 | 72424 | INTL DIV GRWTH |
| DIAMONDBACK ENERGY INCORPORATED | 475 | 71407 | COM |
| FIDUS INVT CORPORATION | 3686 | 71140 | COM |
| ISHARES INCORPORATED CORE MSCI EMKT | 1056 | 70984 | CORE MSCI EMKT |
| CHUBB LIMITED (SWITZERLAND) | 227 | 70851 | COM |
| DIMENSIONAL US HIGH PROFITABILITY ETF | 1833 | 69709 | US HIGH PROFITAB |
| JANUS HENDERSON SHORT DURATION INCOME ETF | 1391 | 68354 | HENDRSN SHRT ETF |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 690 | 67482 | NUVEEN ESG LRGCP |
| CONSTELLATION BRANDS INCORPORATED CLASS A | 488 | 67324 | CL A |
| DOMINION ENERGY INCORPORATED | 1142 | 66910 | COM |
| ZIONS BANCORPORATION N A | 1140 | 66736 | COM |
| MUELLER WTR PRODUCTS INCORPORATED COM SER A | 2800 | 66696 | COM SER A |
| FORD MTR COMPANY | 5026 | 65941 | COM |
| DIMENSIONAL US SMALL CAP VALUE ETF | 1994 | 65583 | US SMALL CAP VAL |
| CME GROUP INCORPORATED | 238 | 64993 | COM |
| FREEDOM 100 EMERGING MARKETS ETF | 1266 | 64892 | FREEDOM 100 EM |
| XTRACKERS MSCI USA SELECTION EQUITY ETF | 1016 | 64521 | XTRACKERS MSCI |
| WARNER BROS DISCOVERY INCORPORATED COM SER A | 2226 | 64153 | COM SER A |
| KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | 2364 | 64017 | NY REGIS SHS NEW |
| DEVON ENERGY CORPORATION NEW | 1747 | 63993 | COM |
| NUVEEN ESG MID-CAP GROWTH ETF | 1337 | 63832 | NUVEEN ESG MIDCP |
| CONOCOPHILLIPS | 679 | 63561 | COM |
| PHILLIPS 66 | 481 | 62068 | COM |
| AFLAC INCORPORATED | 554 | 61090 | COM |
| EATON VANCE TAX-MANAGED GLOBAL | 6390 | 60897 | COM |
| INVESCO S&P MIDCAP QUALITY ETF | 594 | 60837 | S&P MDCP QUALITY |
| SCHWAB U.S. MID-CAP ETF | 2004 | 60260 | US MID-CAP ETF |
| STATE STREET SPDR FACTSET INNOVATIVE TECHNOLOGY ETF | 336 | 59950 | STATE STREET SPD |
| ISHARES TR CHINA LG-CAP ETF | 1564 | 59886 | CHINA LG-CAP ETF |
| MOTOROLA SOLUTIONS INCORPORATED COM NEW | 156 | 59798 | COM NEW |
| JABIL INCORPORATED | 260 | 59285 | COM |
| ISHARES TR MSCI USA QLT FCT | 296 | 58792 | MSCI USA QLT FCT |
| VALERO ENERGY CORPORATION | 361 | 58767 | COM |
| HA SUSTAINABLE INFRA CAP INCORPORATED | 1868 | 58711 | COM |
| MONDELEZ INTERNATIONAL INCORPORATED CLASS A | 1085 | 58406 | CL A |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR | 488 | 58272 | STATE STREET CON |
| SOLAREDGE TECHNOLOGIES INCORPORATED | 2000 | 57700 | COM |
| RTX CORPORATION | 313 | 57404 | COM |
| SYNOVUS FINL CORPORATION COM NEW | 1145 | 57307 | COM NEW |
| EOG RES INCORPORATED | 541 | 56810 | COM |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 1264 | 56513 | STATE STREET ENE |
| FIRST TRUST WCM INTERNATIONAL EQUITY ETF | 3237 | 55061 | WCM INTL EQUITY |
| NETAPP INCORPORATED | 508 | 54402 | COM |
| SOUTHWEST AIRLS COMPANY | 1310 | 54142 | COM |
| APPLIED MATLS INCORPORATED | 204 | 52426 | COM |
| ELECTRONIC ARTS INCORPORATED | 256 | 52308 | COM |
| OLD REP INTERNATIONAL CORPORATION | 1146 | 52303 | COM |
| ISHARES TR RUS MD CP GR ETF | 381 | 52174 | RUS MD CP GR ETF |
| STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 900 | 52119 | STATE STREET SPD |
| MANULIFE FINL CORPORATION (CANADA) | 1420 | 51518 | COM |
| ALASKA AIR GROUP INCORPORATED | 1023 | 51457 | COM |
| TE CONNECTIVITY PLC ORD SHS (IRELAND) | 226 | 51417 | ORD SHS |
| INVESCO BUYBACK ACHIEVERS ETF | 382 | 51310 | BUYBACK ACHIEV |
| AKRE FOCUS ETF | 780 | 51098 | AKRE FOCUS ETF |
| VANGUARD LARGE-CAP ETF | 160 | 50368 | LARGE CAP ETF |
| ISHARES TR CORE S&P SCP ETF | 416 | 49995 | CORE S&P SCP ETF |
| MARATHON PETE CORPORATION | 307 | 49927 | COM |
| BANK NEW YORK MELLON CORPORATION | 420 | 48758 | COM |
| FIRST TRUST LARGE CAP CORE ALPHADEX FUND | 411 | 48751 | COM SHS |
| WINTRUST FINL CORPORATION | 348 | 48657 | COM |
| INVESCO PREFERRED ETF | 4316 | 48512 | PFD ETF |
| EAGLE BANCORP INCORPORATED MD | 2262 | 48452 | COM |
| UNUM GROUP | 620 | 48050 | COM |
| TC ENERGY CORPORATION (CANADA) | 871 | 47914 | COM |
| MICROCHIP TECHNOLOGY INCORPORATED. | 742 | 47280 | COM |
| CROWDSTRIKE HLDGS INCORPORATED CLASS A | 100 | 46876 | CL A |
| TELEDYNE TECHNOLOGIES INCORPORATED | 91 | 46476 | COM |
| VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW | 1178 | 46390 | SHARES FREE CASH |
| DELTA AIR LINES INCORPORATED DEL COM NEW | 665 | 46151 | COM NEW |
| AMERICAN WTR WKS COMPANY INCORPORATED NEW | 352 | 45936 | COM |
| ISHARES BITCOIN TRUST ETF SHS BEN INT | 924 | 45877 | SHS BEN INT |
| LENNAR CORPORATION CLASS A | 444 | 45643 | CL A |
| CSX CORPORATION | 1239 | 44914 | COM |
| META PLATFORMS INCORPORATED CLASS A | 68 | 44886 | CL A |
| ISHARES TR SP SMCP600VL ETF | 388 | 44123 | SP SMCP600VL ETF |
| INGREDION INCORPORATED | 400 | 44104 | COM |
| INGERSOLL RAND INCORPORATED | 556 | 44046 | COM |
| ABRDN GLOBAL INFRA INCOME FUND COM SHS BEN INT | 1957 | 43759 | COM SHS BEN INT |
| COHEN & STEERS INFRASTRUCTURE | 1800 | 43398 | COM |
| CHOICE HOTELS INTERNATIONAL INCORPORATED | 455 | 43343 | COM |
| WP CAREY INCORPORATED REIT | 672 | 43250 | COM |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 300 | 43230 | STATE STREET TEC |
| AMERIPRISE FINL INCORPORATED | 88 | 43150 | COM |
| LOWES COMPANIES INCORPORATED | 178 | 42926 | COM |
| OCCIDENTAL PETE CORPORATION | 1042 | 42847 | COM |
| MAGNA INTERNATIONAL INCORPORATED (CANADA) | 800 | 42640 | COM |
| TORONTO DOMINION BK ONT COM NEW (CANADA) | 450 | 42390 | COM NEW |
| ISHARES TR ESG AWRE 1 5 YR | 1678 | 42353 | ESG AWRE 1 5 YR |
| SHELL PLC SPON ADS (UNITED KINGDOM) | 575 | 42251 | SPON ADS |
| TJX COMPANIES INCORPORATED NEW | 273 | 41936 | COM |
| CARNIVAL CORP (PANAMA) | 1371 | 41863 | UNIT 99/99/9999 |
| BECTON DICKINSON & COMPANY | 213 | 41337 | COM |
| PARKER-HANNIFIN CORPORATION | 47 | 41311 | COM |
| BOSTON SCIENTIFIC CORPORATION | 432 | 41191 | COM |
| VANGUARD SMALL-CAP VALUE ETF | 194 | 41087 | SM CP VAL ETF |
| MCKESSON CORPORATION | 50 | 41015 | COM |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 958 | 40897 | STATE STREET UTI |
| TRINITY INDUSTRIES INCORPORATED | 1530 | 40453 | COM |
| JANUS HENDERSON SECURITIZED INCOME ETF | 773 | 40242 | HENDERSON SECURI |
| RYANAIR HOLDINGS PLC SPONSORED ADR (IRELAND) | 555 | 40065 | SPONSORED ADR |
| REALTY INCOME CORPORATION REIT | 699 | 39403 | COM |
| ECOLAB INCORPORATED | 150 | 39378 | COM |
| DAVIS SELECT U.S. EQUITY ETF | 768 | 39268 | SELECT US EQTY |
| PALO ALTO NETWORKS INCORPORATED | 213 | 39235 | COM |
| GILEAD SCIENCES INCORPORATED | 319 | 39154 | COM |
| BEST BUY INCORPORATED | 585 | 39154 | COM |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | 829 | 39029 | MTG-BKD SECS ETF |
| HONEYWELL INTERNATIONAL INCORPORATED | 199 | 38823 | COM |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 499 | 38762 | STATE STREET CON |
| TRAVELERS COMPANIES INCORPORATED | 133 | 38578 | COM |
| STATE STREET SPDR S&P 400 MID CAP VALUE ETF | 452 | 38262 | STATE STREET SPD |
| INVESCO S&P 500 LOW VOLATILITY ETF | 534 | 38138 | S&P500 LOW VOL |
| PPG INDUSTRIES INCORPORATED | 368 | 37705 | COM |
| INVESCO S&P 500 TOP 50 ETF | 636 | 37702 | S&P 500 TOP 50 |
| INVESCO S&P 500 QUALITY ETF | 497 | 37300 | S&P500 QUALITY |
| STANLEY BLACK & DECKER INCORPORATED | 500 | 37140 | COM |
| DIGITAL RLTY TR INCORPORATED REIT | 240 | 37130 | COM |
| CANADIAN PACIFIC KANSAS CITY (CANADA) | 504 | 37110 | COM |
| REGIONS FINANCIAL CORPORATION NEW | 1367 | 37046 | COM |
| JOHN HANCOCK MULTIFACTOR MID CAP ETF | 562 | 36800 | MULTIFACTOR MI |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | 1385 | 36586 | GLOBAL REAL EST |
| PUBLIC SVC ENTERPRISE GRP INCORPORATED | 454 | 36456 | COM |
| ABRDN HEALTHCARE INVESTORS SH BEN INT | 1880 | 35607 | SH BEN INT |
| US BANCORP DEL COM NEW | 652 | 34791 | COM NEW |
| VANGUARD SHORT-TERM INFLATION PROTECTED SECURITIES INDEX FD | 703 | 34770 | STRM INFPROIDX |
| GENERAL DYNAMICS CORPORATION | 103 | 34676 | COM |
| FS CREDIT OPPORTUNITIES CORPORATION COMMON STOCK | 5472 | 34474 | COMMON STOCK |
| NUVEEN ESG EMERGING MARKETS EQUITY ETF | 963 | 34264 | NUVEEN ESG EMRGN |
| SCHWAB U.S. BROAD MARKET ETF | 1305 | 34219 | US BRD MKT ETF |
| ISHARES TR 0-5YR HI YL CP | 785 | 33653 | 0-5YR HI YL CP |
| ALLEGION PLC ORD SHS (IRELAND) | 211 | 33595 | ORD SHS |
| WILLIAMS COMPANIES INCORPORATED | 557 | 33481 | COM |
| EATON VANCE TX ADV GLBL DIV FD | 1440 | 33264 | COM |
| EDWARDS LIFESCIENCES CORPORATION | 390 | 33248 | COM |
| MORGAN STANLEY ETF TR CALVERT US MID CAP CORE | 516 | 33091 | CALVERT US MDCP |
| REVVITY INCORPORATED | 340 | 32895 | COM |
| GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 688 | 32880 | US INFR DEV ETF |
| PUBLIC STORAGE OPER COMPANY REIT | 126 | 32697 | COM |
| EXELON CORPORATION | 750 | 32693 | COM |
| ISHARES TR 1 3 YR TREAS BD | 394 | 32631 | 1 3 YR TREAS BD |
| AON PLC SHS CL A (IRELAND) | 90 | 31759 | SHS CL A |
| AFFILIATED MANAGERS GROUP INCORPORATED | 110 | 31711 | COM |
| ADOBE INCORPORATED | 90 | 31499 | COM |
| LOCKHEED MARTIN CORPORATION | 65 | 31439 | COM |
| ISHARES TR SELECT US REIT | 520 | 31028 | SELECT US REIT |
| INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | 1519 | 30966 | HIG YLD EQ DIV |
| VANGUARD TOTAL WORLD STOCK ETF | 218 | 30751 | TT WRLD ST ETF |
| ILLINOIS TOOL WKS INCORPORATED | 123 | 30295 | COM |
| FIRST FNDTN INCORPORATED | 4854 | 29901 | COM |
| HARTFORD INSURANCE GROUP INCORPORATED | 216 | 29765 | COM |
| ISHARES TR HDG MSCI EAFE | 707 | 29242 | HDG MSCI EAFE |
| PROLOGIS INCORPORATED. REIT | 229 | 29234 | COM |
| WEYERHAEUSER COMPANY MTN BE COM NEW REIT | 1232 | 29186 | COM NEW |
| BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT (BERMUDA) | 1065 | 28723 | PARTNERSHIP UNIT |
| CLEARWAY ENERGY INCORPORATED CLASS C | 858 | 28537 | CL C |
| KYNDRYL HLDGS INCORPORATED COMMON STOCK | 1070 | 28430 | COMMON STOCK |
| ISHARES TR ESG MSCI KLD 400 | 220 | 28343 | ESG MSCI KLD 400 |
| ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) | 105 | 28172 | SHS CLASS A |
| REINSURANCE GRP OF AMERICA INCORPORATED COM NEW | 135 | 27467 | COM NEW |
| L3HARRIS TECHNOLOGIES INCORPORATED | 93 | 27302 | COM |
| PERFORMANCE FOOD GROUP COMPANY | 302 | 27156 | COM |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 713 | 27106 | INTL SMALL CAP V |
| ISHARES TR MSCI USA MMENTM | 108 | 27033 | MSCI USA MMENTM |
| PALANTIR TECHNOLOGIES INCORPORATED CLASS A | 148 | 26307 | CL A |
| KROGER COMPANY | 412 | 25742 | COM |
| QUEST DIAGNOSTICS INCORPORATED | 148 | 25682 | COM |
| INVENTRUST PPTYS CORPORATION COM NEW REIT | 905 | 25530 | COM NEW |
| SERVICENOW INCORPORATED | 165 | 25276 | COM |
| M & T BK CORPORATION | 125 | 25185 | COM |
| LIGAND PHARMACEUTICALS INCORPORATED COM NEW | 133 | 25146 | COM NEW |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | 1528 | 24983 | CLASS A COM SHS |
| AMEREN CORPORATION | 250 | 24965 | COM |
| PIMCO INVESTMENT GRADE CORPORATE BOND INDEX FUND | 253 | 24756 | INV GRD CRP BD |
| DOLLAR TREE INCORPORATED | 200 | 24602 | COM |
| STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 969 | 24535 | STATE STREET SPD |
| ISHARES TR MRGSTR SM CP GR | 442 | 24513 | MRGSTR SM CP GR |
| VALMONT INDUSTRIES INCORPORATED | 60 | 24139 | COM |
| ARCOSA INCORPORATED | 226 | 24028 | COM |
| POST HLDGS INCORPORATED | 242 | 23970 | COM |
| GSK PLC SPONSORED ADR (UNITED KINGDOM) | 487 | 23882 | SPONSORED ADR |
| RBC BEARINGS INCORPORATED | 53 | 23767 | COM |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | 750 | 23757 | INTL HIGH PROFIT |
| WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND | 626 | 23492 | EURO QTLY DIV GR |
| ISHARES TR US TREAS BD ETF | 1014 | 23347 | US TREAS BD ETF |
| ADAMS DIVERSIFIED EQUITY FD | 997 | 23250 | COM |
| EXACT SCIENCES CORPORATION | 228 | 23156 | COM |
| D R HORTON INCORPORATED | 160 | 23045 | COM |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 246 | 22898 | ACTIVE BD ETF |
| DUKE ENERGY CORPORATION NEW COM NEW | 194 | 22739 | COM NEW |
| BOEING COMPANY | 103 | 22363 | COM |
| COHERENT CORPORATION | 121 | 22333 | COM |
| ZIFF DAVIS INCORPORATED | 635 | 22320 | COM |
| REDDIT INCORPORATED CLASS A | 96 | 22068 | CL A |
| WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 426 | 21982 | US MIDCAP DIVID |
| ISHARES TR 0-3 MNTH TREASRY | 218 | 21883 | 0-3 MNTH TREASRY |
| UNITED PARCEL SERVICE INCORPORATED CLASS B | 211 | 20929 | CL B |
| NUTRIEN LIMITED (CANADA) | 338 | 20861 | COM |
| STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 230 | 20516 | STATE STREET SPD |
| NUVEEN ESG MID-CAP VALUE ETF | 519 | 20293 | NUVEEN ESG MIDVL |
| VANGUARD REAL ESTATE ETF | 225 | 19910 | REAL ESTATE ETF |
| ISHARES GOLD TR ISHARES NEW | 243 | 19724 | ISHARES NEW |
| T-MOBILE US INCORPORATED | 97 | 19695 | COM |
| ISHARES TR CORE S&P US GWT | 117 | 19649 | CORE S&P US GWT |
| FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | 202 | 19562 | NASD TECH DIV |
| NATIONAL GRID PLC SPONSORED ADR NE | 250 | 19338 | SPONSORED ADR NE |
| DARLING INGREDIENTS INCORPORATED | 535 | 19260 | COM |
| DONALDSON INCORPORATED | 212 | 18796 | COM |
| DNP SELECT INCOME FD INCORPORATED | 1850 | 18482 | COM |
| WILLIS TOWERS WATSON PLC LIMITED SHS (IRELAND) | 56 | 18402 | SHS |
| MONSTER BEVERAGE CORPORATION NEW | 238 | 18247 | COM |
| ZOETIS INCORPORATED CLASS A | 145 | 18244 | CL A |
| ISHARES TR USD INV GRDE ETF | 352 | 18223 | USD INV GRDE ETF |
| AGILENT TECHNOLOGIES INCORPORATED | 132 | 17961 | COM |
| ADVANCED ENERGY INDUSTRIES | 85 | 17796 | COM |
| LPL FINL HLDGS INCORPORATED | 49 | 17501 | COM |
| INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF | 923 | 17168 | FNDMNTL HY CRP |
| LAUREATE EDUCATION INCORPORATED COMMON STOCK | 500 | 16835 | COMMON STOCK |
| NORTHROP GRUMMAN CORPORATION | 29 | 16536 | COM |
| VANGUARD UTILITIES ETF | 89 | 16469 | UTILITIES ETF |
| AVNET INCORPORATED | 341 | 16395 | COM |
| VANGUARD ESG INTERNATIONAL STOCK ETF | 228 | 16329 | ESG INTL STK ETF |
| XPLR INFRASTRUCTURE LP COM UNIT PART IN | 1604 | 16040 | COM UNIT PART IN |
| ALNYLAM PHARMACEUTICALS INCORPORATED | 40 | 15906 | COM |
| ISHARES TR US SML CAP EQT | 212 | 15875 | US SML CAP EQT |
| FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | 1255 | 15800 | COM NEW |
| INVESCO S&P GLOBAL WATER INDEX ETF | 241 | 15186 | S&P GBL WATER |
| CASELLA WASTE SYSTEMS INCORPORATED CLASS A | 155 | 15181 | CL A |
| VANGUARD LONG-TERM TREASURY ETF | 271 | 15122 | LONG TERM TREAS |
| J P MORGAN EXCHANGE-TRADED INTERNATIONAL RESH ENHANCED | 201 | 15051 | INTRNL RES EQT |
| JPMORGAN MUNICIPAL ETF | 296 | 14948 | MUNICIPAL ETF |
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