Perennial Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Perennial Investment Advisors, LLC held in its portfolio 463 assets valued at $1,268,174,221 (i.e. $1.27B).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($200.31M), NVIDIA CORPORATION ($62.47M), and INVESCO EXCHANGE TRADED FD T ($53.01M).
The chart below shows the top 10 valuable assets, and the table below shows the top 463 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Perennial Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 2322731 | 200305987 | STATE STREET SPD |
| NVIDIA CORPORATION | 334972 | 62472773 | COM |
| INVESCO EXCHANGE TRADED FD T | 706373 | 53014233 | S&P500 QUALITY |
| TESLA INC | 100237 | 45078128 | COM |
| APPLE INC | 163791 | 44528185 | COM |
| ISHARES TR | 139155 | 38560278 | RUS TP200 GR ETF |
| FIRST TR EXCHANGE TRADED FD | 445635 | 30957885 | RISNG DIVD ACHIV |
| BLACKROCK ETF TRUST | 383524 | 23322638 | ISHARES US EQUIT |
| SPDR S&P 500 ETF TR | 29636 | 20210026 | TR UNIT |
| ISHARES TR | 100538 | 20090781 | U.S. TECH ETF |
| AMAZON COM INC | 73305 | 16920047 | COM |
| MICROSOFT CORP | 34178 | 16529519 | COM |
| VANGUARD INDEX FDS | 38683 | 12968991 | TOTAL STK MKT |
| INVESCO QQQ TR | 20289 | 12464991 | UNIT SER 1 |
| BLACKROCK ETF TRUST | 344594 | 11474698 | ISHARES A I INNO |
| VANGUARD INDEX FDS | 23218 | 11328383 | GROWTH ETF |
| PACER FDS TR | 179657 | 10810154 | US CASH COWS 100 |
| ISHARES TR | 54342 | 10798763 | MSCI USA QLT FCT |
| ISHARES INC | 156756 | 10537232 | CORE MSCI EMKT |
| VANGUARD WORLD FD | 13749 | 10366710 | INF TECH ETF |
| ISHARES TR | 29822 | 10236482 | S&P 100 ETF |
| GLOBAL X FDS | 97758 | 9786613 | 1-3 MONTH T-BILL |
| BERKSHIRE HATHAWAY INC DEL | 19168 | 9635138 | CL B NEW |
| VANGUARD INDEX FDS | 49150 | 9386943 | VALUE ETF |
| ISHARES TR | 13562 | 9289160 | CORE S&P500 ETF |
| WISDOMTREE TR | 161290 | 8840240 | US EFFICIENT COR |
| ALPHABET INC | 27932 | 8744160 | CAP STK CL A |
| INVESCO EXCHANGE TRADED FD T | 74590 | 8492299 | S&P 500 GARP ETF |
| ALPHABET INC | 26193 | 8219258 | CAP STK CL C |
| ISHARES TR | 93450 | 8145580 | 20 YR TR BD ETF |
| ISHARES TR | 31341 | 7851912 | MSCI USA MMENTM |
| BROADCOM INC | 21730 | 7520675 | COM |
| META PLATFORMS INC | 11209 | 7402054 | CL A |
| VANECK MERK GOLD ETF | 169690 | 7038743 | GOLD SHS |
| PALANTIR TECHNOLOGIES INC | 39594 | 7037588 | CL A |
| SELECT SECTOR SPDR TR | 44959 | 6472613 | STATE STREET TEC |
| FIRST TR EXCHNG TRADED FD VI | 208134 | 6454306 | FT VEST LADDERED |
| INNOVATOR ETFS TRUST | 173594 | 6398638 | QUITY MANAGD FLR |
| CAPITAL GROUP GROWTH ETF | 142320 | 6329007 | SHS CREATION UNI |
| VANGUARD TAX-MANAGED FDS | 97972 | 6120241 | VAN FTSE DEV MKT |
| CAPITAL GROUP DIVIDEND VALUE | 138295 | 6035257 | SHS CREATION UNI |
| J P MORGAN EXCHANGE TRADED F | 79594 | 5708511 | ACTIVE VALUE ETF |
| BLACKROCK ETF TRUST | 144265 | 5563814 | ISHARES US THEMA |
| VANECK FDS | 108926 | 5517345 | EMERGING MARKETS |
| ISHARES SILVER TR | 85534 | 5510107 | ISHARES |
| CAPITAL GROUP GBL GROWTH EQT | 155042 | 5372170 | SHS CREATION UNI |
| SELECT SECTOR SPDR TR | 33707 | 5228858 | STATE STREET IND |
| ISHARES GOLD TR | 64140 | 5206262 | ISHARES NEW |
| BLUE OWL CAPITAL CORPORATION | 417318 | 5187197 | COM |
| INVESCO EXCHANGE TRADED FD T | 50140 | 5138754 | S&P MDCP QUALITY |
| GLOBAL X FDS | 100653 | 5119405 | ARTIFICIAL ETF |
| INVESCO EXCH TRADED FD TR II | 42342 | 4848755 | S&P 500 REVENUE |
| CAPITAL GROUP CORE EQUITY ET | 114249 | 4596251 | SHS CREATION UNI |
| NETFLIX INC | 48642 | 4560680 | COM |
| INVESCO EXCH TRD SLF IDX FD | 67967 | 4154759 | RUSL 1000 DYNM |
| J P MORGAN EXCHANGE TRADED F | 71211 | 4138816 | NASDAQ EQT PREM |
| HARBOR ETF TRUST | 159111 | 3949111 | HARBOR COMMODITY |
| CORNERSTONE STRATEGIC INVEST | 465564 | 3892093 | COM |
| ISHARES TR | 32024 | 3848397 | CORE S&P SCP ETF |
| CORNERSTONE TOTAL RETURN FD | 475107 | 3805614 | COM |
| FIRST TR EXCHANGE TRADED FD | 159499 | 3767360 | BUYWRIT INCM ETF |
| COSTCO WHSL CORP NEW | 4316 | 3723501 | COM |
| NEOS ETF TRUST | 70386 | 3697345 | NEOS S&P 500 HI |
| ISHARES TR | 37098 | 3562531 | MSCI EAFE ETF |
| CAPITAL GRP FIXED INCM ETF T | 128563 | 3550943 | US MULTI-SECTOR |
| ISHARES TR | 7485 | 3542643 | RUS 1000 GRW ETF |
| ISHARES TR | 70424 | 3521937 | CORE INTL AGGR |
| GLOBAL X FDS | 53218 | 3448002 | DEFENSE TECH ETF |
| VANGUARD INDEX FDS | 5492 | 3445628 | S&P 500 ETF SHS |
| FIRST TR EXCHANGE-TRADED FD | 36021 | 3332370 | CAP STRENGTH ETF |
| CAPITAL GRP FIXED INCM ETF T | 143732 | 3254091 | CORE PLUS INCM |
| ISHARES TR | 49125 | 3242461 | CORE S&P MCP ETF |
| ISHARES TR | 31357 | 3214794 | 0-5 YR TIPS ETF |
| VANGUARD INDEX FDS | 10978 | 3186509 | MID CAP ETF |
| JPMORGAN CHASE & CO. | 9388 | 3025074 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 9953 | 3023145 | SPONSORED ADS |
| SPDR GOLD TR | 7486 | 2966777 | GOLD SHS |
| VISA INC | 8344 | 2926699 | COM CL A |
| J P MORGAN EXCHANGE TRADED F | 31259 | 2900836 | ACTIVE GROWTH |
| ISHARES TR | 41164 | 2857462 | CORE DIV GRWTH |
| AMERICAN CENTY ETF TR | 37018 | 2851061 | AVANTIS EMGMKT |
| BLACKROCK ETF TRUST II | 56908 | 2770104 | ISHARES HIGH YIE |
| CAPITAL GROUP NEW GEOGRAPHY | 85131 | 2718189 | SHS |
| ENOVIX CORPORATION | 368419 | 2693131 | COM |
| SOFI TECHNOLOGIES INC | 98854 | 2588011 | COM |
| HARBOR ETF TRUST | 81206 | 2525872 | LONG TERM GROWER |
| FIRST TR EXCHANGE-TRADED FD | 54658 | 2491920 | SHS |
| SELECT SECTOR SPDR TR | 44537 | 2439348 | STATE STREET FIN |
| SELECT SECTOR SPDR TR | 15657 | 2423683 | STATE STREET HEA |
| SPDR INDEX SHS FDS | 53724 | 2385880 | PORTFOLIO DEVLPD |
| ISHARES TR | 15825 | 2357903 | ESG AWR MSCI USA |
| VANGUARD SPECIALIZED FUNDS | 10691 | 2349645 | DIV APP ETF |
| LEGG MASON ETF INVT | 61361 | 2259021 | FRANKLIN INTL LW |
| J P MORGAN EXCHANGE TRADED F | 44342 | 2243222 | ULTRA SHRT ETF |
| CHEVRON CORP NEW | 14450 | 2202235 | COM |
| LITMAN GREGORY FDS TR | 75945 | 2131069 | IMGP DBI MANAGED |
| MICRON TECHNOLOGY INC | 7397 | 2111066 | COM |
| SELECT SECTOR SPDR TR | 17685 | 2082210 | STATE STREET COM |
| SHOPIFY INC | 12916 | 2078932 | CL A SUB VTG SHS |
| ISHARES TR | 18775 | 2069100 | IBOXX INV CP ETF |
| INVESCO EXCHANGE TRADED FD T | 28593 | 2058928 | S&P SMLCP MOMENT |
| ELI LILLY & CO | 1863 | 2003196 | COM |
| WORLD GOLD TR | 23267 | 1986306 | SPDR GLD MINIS |
| FIRST TR EXCH TRADED FD III | 108842 | 1983085 | PFD SECS INC ETF |
| ISHARES TR | 19711 | 1978487 | 0-3 MNTH TREASRY |
| ISHARES TR | 15982 | 1969975 | S&P 500 GRWT ETF |
| CROWDSTRIKE HLDGS INC | 4149 | 1945017 | CL A |
| ISHARES TR | 28132 | 1927032 | MRNING SM CP ETF |
| PACER FDS TR | 34481 | 1916452 | TRENDP US LAR CP |
| WALMART INC | 17092 | 1904345 | COM |
| CONSTELLATION ENERGY CORP | 5324 | 1880836 | COM |
| ISHARES TR | 20770 | 1858181 | CORE MSCI EAFE |
| ORACLE CORP | 9529 | 1857310 | COM |
| SELECT SECTOR SPDR TR | 17171 | 1844795 | STATE STREET CON |
| COCA COLA CO | 26250 | 1835250 | COM |
| ISHARES TR | 32369 | 1795189 | MRGSTR SM CP GR |
| VANGUARD INDEX FDS | 6894 | 1778773 | SMALL CP ETF |
| J P MORGAN EXCHANGE TRADED F | 34808 | 1773147 | ULTRA SHT MUNCPL |
| PALO ALTO NETWORKS INC | 9597 | 1767766 | COM |
| ISHARES TR | 40183 | 1764458 | ESG ADVANCED UNI |
| ADVANCED MICRO DEVICES INC | 8005 | 1714350 | COM |
| ISHARES TR | 20947 | 1688915 | IBOXX HI YD ETF |
| ISHARES TR | 7957 | 1687490 | S&P 500 VAL ETF |
| DISNEY WALT CO | 14391 | 1637127 | COM |
| ISHARES TR | 6584 | 1621259 | RUSSELL 2000 ETF |
| ISHARES TR | 11726 | 1605655 | RUS MD CP GR ETF |
| INVESCO EXCH TRADED FD TR II | 13381 | 1596669 | S&P 500 MOMNTM |
| INTERNATIONAL BUSINESS MACHS | 5366 | 1589515 | COM |
| EXXON MOBIL CORP | 13071 | 1573124 | COM |
| GE AEROSPACE | 5032 | 1550391 | COM NEW |
| ISHARES TR | 7316 | 1538582 | RUS 1000 VAL ETF |
| ISHARES INC | 20560 | 1494528 | MSCI EMRG CHN |
| SELECT SECTOR SPDR TR | 33300 | 1488808 | STATE STREET ENE |
| SALESFORCE INC | 5622 | 1488776 | COM |
| PEPSICO INC | 10363 | 1487332 | COM |
| VANECK ETF TRUST | 4103 | 1477747 | SEMICONDUCTR ETF |
| ABRDN SILVER ETF TRUST | 21215 | 1434901 | PHYSCL SILVR SHS |
| BANK AMERICA CORP | 25995 | 1429638 | COM |
| INTUITIVE SURGICAL INC | 2498 | 1414203 | COM NEW |
| GLOBAL X FDS | 29573 | 1413671 | US INFR DEV ETF |
| GE VERNOVA INC | 2136 | 1396143 | COM |
| CAPITAL GRP FIXED INCM ETF T | 53644 | 1395247 | SHORT DURATION |
| UNITEDHEALTH GROUP INC | 4180 | 1380042 | COM |
| ISHARES TR | 8213 | 1379508 | CORE S&P US GWT |
| MASTERCARD INCORPORATED | 2410 | 1376279 | CL A |
| CAPITAL GRP FIXED INCM ETF T | 53977 | 1375319 | MUNICIPAL HIGH I |
| ISHARES INC | 30402 | 1342798 | ESG AWR MSCI EM |
| GOLDMAN SACHS ETF TR | 14168 | 1337460 | MARKETBETA US EQ |
| ISHARES TR | 14072 | 1325149 | MSCI USA MIN VOL |
| ISHARES TR | 22945 | 1318374 | CALIF MUN BD ETF |
| VANGUARD BD INDEX FDS | 17707 | 1311571 | TOTAL BND MRKT |
| FIRST TR EXCHANGE-TRADED FD | 26177 | 1308612 | FST LOW OPPT EFT |
| ISHARES TR | 13602 | 1293592 | ESG AW MSCI EAFE |
| KLA CORP | 1063 | 1291140 | COM NEW |
| VANECK ETF TRUST | 12418 | 1285926 | MRNGSTR WDE MOAT |
| INVESCO EXCH TRADED FD TR II | 55015 | 1275821 | NATL AMT MUNI |
| CISCO SYS INC | 16218 | 1249308 | COM |
| JOHNSON & JOHNSON | 5945 | 1230653 | COM |
| NEBIUS GROUP N.V. | 14659 | 1227061 | SHS CLASS A |
| INNOVATOR ETFS TRUST | 35725 | 1224676 | NASDAQ 100 MANA |
| HOME DEPOT INC | 3460 | 1190958 | COM |
| ISHARES TR | 13212 | 1186341 | SYSTEMATIC BD ET |
| VANECK ETF TRUST | 82665 | 1172166 | BDC INCOME ETF |
| INVESCO EXCH TRADED FD TR II | 27486 | 1164797 | ESG NASDAQ 100 |
| FIRST TR EXCHNG TRADED FD VI | 46031 | 1158575 | SMITH UNCONSTRAI |
| FIRST TR EXCHANGE-TRADED ALP | 10046 | 1153507 | COM SHS |
| GOLDMAN SACHS ETF TR | 26335 | 1130847 | ACTIVEBETA INT |
| ISHARES BITCOIN TRUST ETF | 22707 | 1127409 | SHS BEN INT |
| DIMENSIONAL ETF TRUST | 27949 | 1106500 | US CORE EQUITY 2 |
| WELLS FARGO CO NEW | 11857 | 1105036 | COM |
| CATERPILLAR INC | 1914 | 1097080 | COM |
| AMGEN INC | 3290 | 1077210 | COM |
| GLOBAL X FDS | 24727 | 1073735 | CONSCIOUS COS |
| VANECK ETF TRUST | 8550 | 1061998 | URANIUM AND NUCL |
| ISHARES TR | 10617 | 1060373 | CORE US AGGBD ET |
| VERIZON COMMUNICATIONS INC | 25409 | 1047794 | COM |
| INVESCO EXCHANGE TRADED FD T | 5294 | 1014407 | S&P500 EQL WGT |
| LAM RESEARCH CORP | 5925 | 1014245 | COM NEW |
| ASML HOLDING N V | 945 | 1011226 | N Y REGISTRY SHS |
| ABBVIE INC | 4328 | 988810 | COM |
| ISHARES TR | 10229 | 984860 | RUS MID CAP ETF |
| FIRST TR EXCHANGE-TRADED FD | 3604 | 970125 | DJ INTERNT IDX |
| ISHARES TR | 9344 | 958207 | CORE S&P US VLU |
| BLACKROCK CAP ALLOCATION TER | 67224 | 951895 | COM |
| THERMO FISHER SCIENTIFIC INC | 1621 | 939491 | COM |
| CAPITAL GRP FIXED INCM ETF T | 35257 | 934994 | CORE BOND ETF |
| ISHARES TR | 16201 | 932867 | ESG MSCI USA ETF |
| BOEING CO | 4284 | 929798 | COM |
| ISHARES TR | 17974 | 909128 | ULTRA SHORT DUR |
| ISHARES TR | 9455 | 900219 | MBS ETF |
| INVESCO EXCH TRADED FD TR II | 12320 | 879834 | S&P500 LOW VOL |
| DRAFTKINGS INC NEW | 25244 | 869907 | COM CL A |
| SSGA ACTIVE ETF TR | 21606 | 869621 | STATE STREET DOU |
| JOHN HANCOCK EXCHANGE TRADED | 10740 | 857574 | MLTFCTR LRG CAP |
| GOLDMAN SACHS GROUP INC | 973 | 856398 | COM |
| ISHARES TR | 18265 | 850070 | CORE UNIVRSL USD |
| BLACKROCK MUNIHLDNGS CALI QL | 80146 | 849542 | COM |
| ISHARES TR | 36608 | 842925 | US TREAS BD ETF |
| AT&T INC | 33861 | 841171 | COM |
| STRATEGY INC | 5521 | 838921 | CL A NEW |
| AERCAP HOLDINGS NV | 5781 | 830889 | SHS |
| ANALOG DEVICES INC | 3046 | 826566 | COM |
| AMERICAN EXPRESS CO | 2217 | 820800 | COM |
| RTX CORPORATION | 4470 | 819824 | COM |
| GLOBAL X FDS | 19160 | 818711 | GLOBAL X URANIUM |
| BLUE OWL TECHNOLOGY FIN CORP | 56288 | 818423 | COMMON STOCK |
| ESSENTIAL PPTYS RLTY TR INC | 27391 | 812420 | COM |
| GENERAL MTRS CO | 9903 | 805330 | COM |
| SPDR INDEX SHS FDS | 16782 | 785581 | PORTFOLIO EMG MK |
| TJX COS INC NEW | 5073 | 779281 | COM |
| UBER TECHNOLOGIES INC | 9535 | 779127 | COM |
| REALTY INCOME CORP | 13718 | 773260 | COM |
| ISHARES TR | 1997 | 745816 | RUS 1000 ETF |
| SELECT SECTOR SPDR TR | 16221 | 735666 | STATE STREET MAT |
| BLACKROCK INC | 683 | 731385 | COM |
| ISHARES TR | 32233 | 730723 | 20+ YEAR TR BD |
| QUALCOMM INC | 4267 | 729893 | COM |
| EXELON CORP | 16688 | 727431 | COM |
| INVESCO EXCHANGE TRADED FD T | 15199 | 713156 | RAFI US 1000 ETF |
| VANGUARD INDEX FDS | 2353 | 711023 | SML CP GRW ETF |
| ISHARES TR | 6725 | 710766 | EXPANDED TECH |
| MORGAN STANLEY | 3958 | 702396 | COM NEW |
| ELEVANCE HEALTH INC FORMERLY | 1946 | 682102 | COM |
| STARBUCKS CORP | 8092 | 681333 | COM |
| BLACKSTONE INC | 4386 | 675990 | COM |
| VANGUARD SCOTTSDALE FDS | 7920 | 663283 | INT-TERM CORP |
| PROCTER AND GAMBLE CO | 4624 | 662678 | COM |
| VANGUARD INDEX FDS | 3101 | 657067 | SM CP VAL ETF |
| SPDR DOW JONES INDL AVERAGE | 1351 | 649063 | UT SER 1 |
| OREILLY AUTOMOTIVE INC | 7026 | 640841 | COM |
| ISHARES TR | 4967 | 639831 | ESG MSCI KLD 400 |
| INTEL CORP | 17288 | 637899 | COM |
| ISHARES U S ETF TR | 12446 | 636088 | SHORT DURATION B |
| BLACKROCK ETF TRUST II | 12554 | 633534 | ISHARES SHORT-TE |
| NXP SEMICONDUCTORS N V | 2913 | 632129 | COM |
| SELECT SECTOR SPDR TR | 14766 | 630380 | STATE STREET UTI |
| SPDR INDEX SHS FDS | 12078 | 629662 | PORTFLO EURP ETF |
| ISHARES TR | 4464 | 629632 | RUS MDCP VAL ETF |
| ISHARES TR | 8772 | 626326 | EAFE VALUE ETF |
| VERTEX PHARMACEUTICALS INC | 1359 | 615660 | COM |
| GLOBAL X FDS | 15097 | 613361 | S&P 500 COVERED |
| FS KKR CAP CORP | 41283 | 611421 | COM |
| 3M CO | 3760 | 601824 | COM |
| VANECK ETF TRUST | 6942 | 595420 | GOLD MINERS ETF |
| WISDOMTREE TR | 6431 | 575126 | US QTLY DIV GRT |
| ISHARES TR | 6081 | 573773 | MORNINGSTAR VALU |
| CITIGROUP INC | 4894 | 571215 | COM NEW |
| SSGA ACTIVE ETF TR | 13936 | 564540 | STATE STREET ULT |
| ADOBE INC | 1608 | 562438 | COM |
| MCDONALDS CORP | 1835 | 560802 | COM |
| MAIN STR CAP CORP | 9094 | 549200 | COM |
| ADVISORSHARES TR | 7965 | 547428 | ADVISORSHS ETF |
| WESTERN DIGITAL CORP | 3162 | 544903 | COM |
| TEXAS INSTRS INC | 3107 | 538568 | COM |
| CADENCE DESIGN SYSTEM INC | 1716 | 536387 | COM |
| FERRARI N V | 1445 | 534014 | COM |
| KKR & CO INC | 4160 | 530329 | COM |
| AXON ENTERPRISE INC | 925 | 525334 | COM |
| PFIZER INC | 20837 | 518804 | COM |
| LOWES COS INC | 2139 | 515859 | COM |
| PROLOGIS INC. | 4037 | 515269 | COM |
| SITIME CORP | 1458 | 514775 | COM |
| ROCKET LAB CORP | 7322 | 510783 | COM |
| ABRDN PLATINUM ETF TRUST | 2680 | 499634 | PHYSCL PLATM SHS |
| DIMENSIONAL ETF TRUST | 13061 | 497751 | INTL CORE EQT MK |
| SEMPRA | 5628 | 496979 | COM |
| ALIBABA GROUP HLDG LTD | 3379 | 495408 | SPONSORED ADS |
| MERCK & CO INC | 4661 | 490529 | COM |
| CAPITAL GROUP CONSERVATIVE E | 15840 | 482952 | SHS |
| ALTRIA GROUP INC | 8317 | 479553 | COM |
| PAYPAL HLDGS INC | 8175 | 477389 | COM |
| MONSTER BEVERAGE CORP NEW | 6146 | 471212 | COM |
| GOLDMAN SACHS ETF TR | 3462 | 458266 | ACTIVEBETA US LG |
| APPLOVIN CORP | 676 | 455504 | COM CL A |
| PHILIP MORRIS INTL INC | 2837 | 455291 | COM |
| NEWMONT CORP | 4536 | 453028 | COM |
| NOVARTIS AG | 3224 | 444356 | SPONSORED ADR |
| GOLDMAN SACHS ETF TR | 10591 | 439736 | ACCESS US AGRAT |
| JANUS DETROIT STR TR | 8682 | 439136 | HENDRSON AAA CL |
| GLOBAL X FDS | 5208 | 434970 | GLOBAL X SILVER |
| VANGUARD WORLD FD | 1044 | 430832 | MEGA GRWTH IND |
| NUVEEN MUNICIPAL CREDIT INC | 33960 | 427216 | COM SH BEN INT |
| SEAGATE TECHNOLOGY HLDNGS PL | 1542 | 424729 | ORD SHS |
| BRITISH AMERN TOB PLC | 7449 | 421747 | SPONSORED ADR |
| UNION PAC CORP | 1809 | 418610 | COM |
| CONOCOPHILLIPS | 4459 | 417360 | COM |
| FIRST TR EXCHANGE TRADED FD | 2726 | 417210 | NASDQ CLN EDGE |
| LOCKHEED MARTIN CORP | 861 | 416207 | COM |
| HONEYWELL INTL INC | 2127 | 414893 | COM |
| MITEK SYS INC | 39220 | 413773 | COM NEW |
| MERCADOLIBRE INC | 205 | 412924 | COM |
| ISHARES TR | 3350 | 407395 | CORE HIGH DV ETF |
| JOHN HANCOCK EXCHANGE TRADED | 6211 | 406695 | MULTIFACTOR MI |
| ABBOTT LABS | 3222 | 403574 | COM |
| ARES CAPITAL CORP | 19762 | 399789 | COM |
| PROSHARES TR | 5001 | 398480 | LARGE CAP CRE |
| KRANESHARES TRUST | 10920 | 396439 | ARTIFICIAL INTEL |
| INTERCONTINENTAL EXCHANGE IN | 2411 | 390510 | COM |
| VANECK ETF TRUST | 16005 | 389471 | GREEN BOND ETF |
| AVERY DENNISON CORP | 2124 | 386314 | COM |
| FORD MTR CO | 28983 | 380260 | COM |
| INVESCO ACTIVELY MANAGED EXC | 7550 | 379372 | ULTRA SHRT DUR |
| NEXTERA ENERGY INC | 4694 | 376858 | COM |
| ISHARES TR | 6886 | 376732 | MSCI EMG MKT ETF |
| AUTODESK INC | 1268 | 375339 | COM |
| WASTE MGMT INC DEL | 1708 | 375282 | COM |
| ABRDN PRECIOUS METALS BASKET | 1822 | 374603 | PHYSCL PRECS MET |
| AUTOMATIC DATA PROCESSING IN | 1456 | 374423 | COM |
| VANGUARD BD INDEX FDS | 4749 | 374261 | SHORT TRM BOND |
| AMPHENOL CORP NEW | 2761 | 373174 | CL A |
| STRYKER CORPORATION | 1061 | 372683 | COM |
| SCHWAB CHARLES CORP | 3714 | 371062 | COM |
| FIRST TR EXCH TRADED FD III | 7511 | 370344 | CALIF MUN INCM |
| BOOKING HOLDINGS INC | 69 | 369914 | COM |
| APPLIED MATLS INC | 1429 | 367258 | COM |
| XPO INC | 2688 | 365327 | COM |
| VANECK ETF TRUST | 14111 | 359548 | IG FLOATING RATE |
| INVESCO EXCH TRADED FD TR II | 6894 | 358786 | S&P ULTRA DIVIDE |
| ISHARES TR | 923 | 357233 | RUSSELL 3000 ETF |
| CHENIERE ENERGY INC | 1815 | 352840 | COM NEW |
| FEDEX CORP | 1220 | 352083 | COM |
| NOVO-NORDISK A S | 6891 | 350615 | ADR |
| PROSHARES TR | 3315 | 344991 | S&P 500 DV ARIST |
| WP CAREY INC | 5326 | 342870 | COM |
| ISHARES TR | 2297 | 341541 | CORE S&P TTL STK |
| NUVEEN AMT FREE MUN CR INC F | 26764 | 338838 | COM |
| GILEAD SCIENCES INC | 2757 | 338377 | COM |
| PAYCHEX INC | 3004 | 336990 | COM |
| PARKER-HANNIFIN CORP | 383 | 336862 | COM |
| INTUIT | 503 | 333554 | COM |
| ISHARES TR | 3280 | 333475 | 10-20 YR TRS ETF |
| DANAHER CORPORATION | 1448 | 331739 | COM |
| CARNIVAL CORP | 10726 | 327572 | UNIT 99/99/9999 |
| STERLING INFRASTRUCTURE INC | 1068 | 327054 | COM |
| HYATT HOTELS CORP | 2039 | 327044 | COM CL A |
| GLOBAL X FDS | 21334 | 326417 | RUSSELL 2000 |
| CAPITAL ONE FINL CORP | 1318 | 319462 | COM |
| HUNTINGTON INGALLS INDS INC | 931 | 316604 | COM |
| SNOWFLAKE INC | 1443 | 316449 | COM SHS |
| GUGGENHEIM STRATEGIC OPPORTU | 24460 | 315045 | COM SBI |
| SPOTIFY TECHNOLOGY S A | 541 | 314165 | SHS |
| BLACKROCK ETF TRUST II | 5947 | 313805 | ISHARES FLEXIBLE |
| FREEPORT-MCMORAN INC | 6177 | 313750 | CL B |
| VANGUARD MALVERN FDS | 6332 | 313187 | STRM INFPROIDX |
| VANGUARD WHITEHALL FDS | 2154 | 309161 | HIGH DIV YLD |
| DUKE ENERGY CORP NEW | 2635 | 308753 | COM NEW |
| MICROCHIP TECHNOLOGY INC. | 4781 | 304671 | COM |
| J P MORGAN EXCHANGE TRADED F | 6547 | 303940 | BETABUILDERS US |
| ISHARES TR | 1412 | 303272 | US AER DEF ETF |
| ISHARES INC | 2753 | 302876 | MSCI ISRAEL ETF |
| COMFORT SYS USA INC | 324 | 302615 | COM |
| AFLAC INC | 2721 | 300043 | COM |
| OKLO INC | 4166 | 298951 | COM CL A |
| POOL CORP | 1306 | 298875 | COM |
| UNITED RENTALS INC | 368 | 297834 | COM |
| NORTHROP GRUMMAN CORP | 522 | 297658 | COM |
| EATON CORP PLC | 927 | 295406 | SHS |
| MCKESSON CORP | 360 | 294512 | COM |
| VANGUARD INTL EQUITY INDEX F | 5430 | 291909 | FTSE EMR MKT ETF |
| PRINCIPAL EXCHANGE TRADED FD | 4249 | 290844 | US MEGA CP ETF |
| FIRST TR EXCHANGE TRADED FD | 4060 | 290103 | NASDAQ CYB ETF |
| VANECK ETF TRUST | 5445 | 287494 | CLO ETF |
| SERVICENOW INC | 1872 | 286777 | COM |
| VANGUARD WORLD FD | 959 | 286087 | INDUSTRIAL ETF |
| LPL FINL HLDGS INC | 797 | 284896 | COM |
| FEDERAL SIGNAL CORP | 2603 | 282660 | COM |
| WORKDAY INC | 1317 | 282651 | CL A |
| GSK PLC | 5718 | 280420 | SPONSORED ADR |
| PGIM ETF TR | 5644 | 279886 | PGIM ULTRA SH BD |
| LINDE PLC | 655 | 279361 | SHS |
| US BANCORP DEL | 5212 | 278118 | COM NEW |
| REGENERON PHARMACEUTICALS | 361 | 277878 | COM |
| DECKERS OUTDOOR CORP | 2679 | 277732 | COM |
| ISHARES TR | 1959 | 276495 | SELECT DIVID ETF |
| GALLAGHER ARTHUR J & CO | 1050 | 271563 | COM |
| BRISTOL-MYERS SQUIBB CO | 5026 | 271086 | COM |
| TC ENERGY CORP | 4927 | 271034 | COM |
| SSGA ACTIVE TR | 9776 | 268742 | SPDR BRIDGEWATER |
| ISHARES TR | 2764 | 265781 | 7-10 YR TRSY BD |
| ARISTA NETWORKS INC | 2025 | 265335 | COM SHS |
| HOWMET AEROSPACE INC | 1289 | 264278 | COM |
| RIOT PLATFORMS INC | 20750 | 262903 | COM |
| CELESTICA INC | 887 | 262205 | COM |
| ISHARES TR | 2434 | 260735 | NATIONAL MUN ETF |
| DEERE & CO | 557 | 259218 | COM |
| HOLOGIC INC | 3479 | 259075 | COM |
| FIRST TR EXCHANGE TRADED FD | 1987 | 258468 | CLOUD COMPUTING |
| EMERSON ELEC CO | 1946 | 258368 | COM |
| NUSHARES ETF TR | 7135 | 258323 | NUVEEN ESG INTL |
| THE CIGNA GROUP | 924 | 254196 | COM |
| PRINCIPAL EXCHANGE TRADED FD | 4399 | 253954 | PRIN U S SMALL |
| ECOLAB INC | 964 | 253097 | COM |
| S&P GLOBAL INC | 479 | 250542 | COM |
| BLACKROCK ETF TRUST | 3372 | 249835 | ISHARES US CARBO |
| EOG RES INC | 2377 | 249533 | COM |
| IRON MTN INC DEL | 2988 | 247881 | COM |
| MEDTRONIC PLC | 2567 | 246562 | SHS |
| LENNAR CORP | 2364 | 243053 | CL A |
| PNC FINL SVCS GROUP INC | 1163 | 242999 | COM |
| ACCENTURE PLC IRELAND | 898 | 240935 | SHS CLASS A |
| MOTOROLA SOLUTIONS INC | 626 | 239939 | COM NEW |
| DIMENSIONAL ETF TRUST | 7322 | 239649 | WORLD EX US CORE |
| FIRST TR EXCHANGE-TRADED FD | 3996 | 239464 | FIRST TR ENH NEW |
| WELLTOWER INC | 1288 | 239075 | COM |
| XCEL ENERGY INC | 3236 | 239011 | COM |
| J P MORGAN EXCHANGE TRADED F | 3530 | 234499 | HEDGED EQUITY LA |
| NASDAQ INC | 2414 | 234394 | COM |
| VANGUARD INDEX FDS | 2638 | 233444 | REAL ESTATE ETF |
| ISHARES TR | 1669 | 232466 | ESG OPTIMIZED |
| CVS HEALTH CORP | 2903 | 230430 | COM |
| ISHARES TR | 3285 | 229046 | FUTURE EXPONENTI |
| SYMBOTIC INC | 3845 | 228780 | CLASS A COM |
| DIMENSIONAL ETF TRUST | 3280 | 228537 | US SMALL CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 3757 | 222727 | S&P 500 TOP 50 |
| ISHARES TR | 2415 | 221842 | RUS TP200 VL ETF |
| SHELL PLC | 3008 | 221032 | SPON ADS |
| TARGET CORP | 2257 | 220575 | COM |
| COMCAST CORP NEW | 7375 | 220414 | CL A |
| ENERGY TRANSFER L P | 13360 | 220304 | COM UT LTD PTN |
| SENTINELONE INC | 14684 | 220271 | CL A |
| PHILLIPS 66 | 1699 | 219187 | COM |
| WEC ENERGY GROUP INC | 2075 | 218828 | COM |
| ISHARES TR | 1674 | 215829 | U.S. FINLS ETF |
| WARNER BROS DISCOVERY INC | 7405 | 213414 | COM SER A |
| YUM BRANDS INC | 1407 | 212641 | COM |
| VANGUARD WORLD FD | 1576 | 210403 | FINANCIALS ETF |
| AMERICAN ELEC PWR CO INC | 1821 | 209911 | COM |
| COINBASE GLOBAL INC | 928 | 209742 | COM CL A |
| ISHARES TR | 2521 | 208662 | INTL DIV GRWTH |
| LIVE NATION ENTERTAINMENT IN | 1453 | 207056 | COM |
| AUTOZONE INC | 61 | 206884 | COM |
| GITLAB INC | 5508 | 206719 | CLASS A COM |
| DELTA AIR LINES INC DEL | 2962 | 205577 | COM NEW |
| VERTIV HOLDINGS CO | 1267 | 205290 | COM CL A |
| GXO LOGISTICS INCORPORATED | 3895 | 205033 | COMMON STOCK |
| CARDINAL HEALTH INC | 992 | 203794 | COM |
| GENERAL DYNAMICS CORP | 604 | 203236 | COM |
| ASTRAZENECA PLC | 2208 | 202947 | SPONSORED ADR |
| SPDR INDEX SHS FDS | 3150 | 202830 | EURO STOXX 50 |
| DIMENSIONAL ETF TRUST | 4351 | 202713 | US MKTWIDE VALUE |
| ISHARES TR | 4207 | 202693 | FUTURE AI & TECH |
| AMERICAN TOWER CORP NEW | 1153 | 202258 | COM |
| VANGUARD INDEX FDS | 642 | 201964 | LARGE CAP ETF |
| HILTON WORLDWIDE HLDGS INC | 703 | 201818 | COM |
| IMMERSION CORP | 29594 | 201242 | COM |
| ISHARES TR | 1682 | 200747 | 3 7 YR TREAS BD |
| INTERDIGITAL INC | 630 | 200580 | COM |
| BAIN CAP SPECIALTY FIN INC | 12500 | 173875 | COM STK |
| AMERICAN BATTERY TECHNOLOGY | 50888 | 169966 | COM NEW |
| ONDAS HLDGS INC | 16490 | 160942 | COM NEW |
| RIVERNORTH DOUBLELINE STRATE | 15872 | 126185 | COM |
| RITHM CAPITAL CORP | 11515 | 125521 | COM NEW |
| PUTNAM ETF TRUST | 15827 | 115854 | FRANKLIN CALIF |
| FS CREDIT OPPORTUNITIES CORP | 18069 | 113834 | COMMON STOCK |
| INVESCO MUNICIPAL TRUST | 11100 | 107117 | COM |
| BLACKROCK MUNIVEST FD INC | 15106 | 104687 | COM |
| AMCOR PLC | 10088 | 84135 | ORD |
| OCUGEN INC | 15000 | 20250 | COM |
| CELULARITY INC | 13629 | 15128 | CL A NEW |
| LEXICON PHARMACEUTICALS INC | 10990 | 12639 | COM NEW |
| DEFI TECHNOLOGIES INC | 10000 | 7546 | COM |
| ZOOZ STRATEGY LTD | 14500 | 6351 | SHARE |
| APPLIED THERAPEUTICS INC | 11600 | 1160 | COM |
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