Physician Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Physician Wealth Advisors, Inc. held in its portfolio 500 assets valued at $718,652,145 (i.e. $718.65M).
The most valuable assets in the portfolio included: ISHARES TR ($93.41M), SPDR SERIES TRUST ($33.57M), and BLACKROCK ETF TRUST ($31.67M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Physician Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 136375 | 93408896 | CORE S&P500 ETF |
| SPDR SERIES TRUST | 418739 | 33572087 | STATE STREET SPD |
| BLACKROCK ETF TRUST | 520752 | 31666908 | ISHARES US EQUIT |
| ISHARES TR | 142335 | 30184951 | S&P 500 VAL ETF |
| DIMENSIONAL ETF TRUST | 759225 | 28934079 | INTL CORE EQT MK |
| INVESCO EXCHANGE TRADED FD T | 412035 | 24425412 | S&P 500 TOP 50 |
| ISHARES TR | 197737 | 24373028 | S&P 500 GRWT ETF |
| DIMENSIONAL ETF TRUST | 743154 | 24204537 | EMGR CRE EQT MNG |
| ISHARES TR | 269374 | 19235976 | EAFE VALUE ETF |
| ISHARES TR | 126688 | 18837179 | CORE S&P TTL STK |
| DIMENSIONAL ETF TRUST | 380050 | 17786338 | US CORE EQT MKT |
| APPLE INC | 62305 | 16938249 | COM |
| ISHARES INC | 250382 | 16830687 | CORE MSCI EMKT |
| ISHARES TR | 75413 | 14978551 | MSCI USA QLT FCT |
| FIDELITY MERRIMACK STR TR | 284663 | 13105879 | TOTAL BD ETF |
| BLACKROCK ETF TRUST | 369035 | 12288870 | ISHARES A I INNO |
| INVESCO EXCH TRADED FD TR II | 99074 | 11821494 | S&P 500 MOMNTM |
| ISHARES TR | 131174 | 11734869 | CORE MSCI EAFE |
| BLACKROCK ETF TRUST | 294828 | 11368566 | ISHARES US THEMA |
| DIMENSIONAL ETF TRUST | 151398 | 11200453 | WORLD EQUITY ETF |
| VANGUARD WORLD FD | 43689 | 10973385 | MEGA CAP INDEX |
| NVIDIA CORPORATION | 53486 | 9975120 | COM |
| ISHARES TR | 146734 | 9684468 | CORE S&P MCP ETF |
| ISHARES TR | 113971 | 7911853 | CORE DIV GRWTH |
| WORLD GOLD TR | 91476 | 7809346 | SPDR GLD MINIS |
| ISHARES TR | 89998 | 7617435 | CORE MSCI TOTAL |
| MICROSOFT CORP | 14266 | 6899277 | COM |
| VANGUARD MUN BD FDS | 81481 | 6157553 | CORE TAX EXEMPT |
| DIMENSIONAL ETF TRUST | 139698 | 5530657 | US CORE EQUITY 2 |
| GLOBAL X FDS | 83244 | 5393379 | DEFENSE TECH ETF |
| DIMENSIONAL ETF TRUST | 75191 | 5238572 | US SMALL CAP ETF |
| ISHARES TR | 33981 | 5024060 | ESG AWR MSCI USA |
| ISHARES TR | 43404 | 4444134 | 0-5 YR TIPS ETF |
| HEALTHEQUITY INC | 47044 | 4309718 | COM |
| FIDELITY COVINGTON TRUST | 160236 | 4308759 | MSCI RL EST ETF |
| VANGUARD WORLD FD | 5175 | 3900807 | INF TECH ETF |
| ISHARES TR | 29554 | 3551825 | CORE S&P SCP ETF |
| AMAZON COM INC | 14817 | 3420007 | COM |
| ISHARES TR | 47730 | 3313868 | U S EQUITY FACTR |
| VANGUARD INDEX FDS | 5123 | 3212974 | S&P 500 ETF SHS |
| ISHARES TR | 34391 | 2966231 | MSCI EAFE MIN VL |
| INVESCO QQQ TR | 4645 | 2853516 | UNIT SER 1 |
| TESLA INC | 5933 | 2668344 | COM |
| ALPHABET INC | 8432 | 2639112 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 34105 | 2529562 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 74312 | 2432243 | WORLD EX US CORE |
| BERKSHIRE HATHAWAY INC DEL | 4598 | 2311220 | CL B NEW |
| SCHWAB STRATEGIC TR | 82682 | 2267959 | US DIVIDEND EQ |
| ISHARES TR | 7828 | 1959548 | MSCI USA MMENTM |
| DIREXION SHS ETF TR | 42581 | 1939139 | DLY SMCAP BULL3X |
| ISHARES TR | 14800 | 1683041 | SP SMCP600VL ETF |
| ISHARES TR | 14175 | 1614807 | EAFE GRWTH ETF |
| COSTCO WHSL CORP NEW | 1841 | 1587938 | COM |
| WALMART INC | 14247 | 1587203 | COM |
| VANGUARD INDEX FDS | 4933 | 1553024 | LARGE CAP ETF |
| ALPHABET INC | 4821 | 1512974 | CAP STK CL C |
| ISHARES INC | 23506 | 1505295 | MSCI EMERG MRKT |
| EXTRA SPACE STORAGE INC | 10884 | 1417340 | COM |
| DIMENSIONAL ETF TRUST | 30618 | 1329740 | US SUSTAINABILTY |
| ISHARES TR | 7920 | 1248975 | MICRO-CAP ETF |
| ISHARES TR | 13188 | 1241825 | MSCI USA MIN VOL |
| ISHARES TR | 8996 | 1230068 | MSCI USA VALUE |
| VANGUARD INDEX FDS | 13773 | 1218774 | REAL ESTATE ETF |
| BROADCOM INC | 3431 | 1187316 | COM |
| META PLATFORMS INC | 1739 | 1148022 | CL A |
| ISHARES TR | 10479 | 1122395 | NATIONAL MUN ETF |
| GLOBAL X FDS | 13145 | 1097871 | GLOBAL X SILVER |
| ISHARES TR | 13412 | 1039830 | EAFE SML CP ETF |
| DIMENSIONAL ETF TRUST | 24398 | 1038379 | CORE FIXED INCOM |
| ISHARES INC | 22321 | 985934 | ESG AWR MSCI EM |
| ELI LILLY & CO | 915 | 982871 | COM |
| ADVANCED MICRO DEVICES INC | 4299 | 920745 | COM |
| TELEDYNE TECHNOLOGIES INC | 1782 | 910321 | COM |
| MASTERCARD INCORPORATED | 1499 | 855920 | CL A |
| SERVICENOW INC | 5531 | 847318 | COM |
| SPDR S&P 500 ETF TR | 1198 | 816870 | TR UNIT |
| ZIONS BANCORPORATION N A | 13767 | 805935 | COM |
| ISHARES TR | 7835 | 782569 | CORE US AGGBD ET |
| PROSHARES TR | 14647 | 772200 | ULTRAPRO QQQ |
| JPMORGAN CHASE & CO. | 2369 | 763415 | COM |
| VANGUARD INDEX FDS | 3587 | 759715 | SM CP VAL ETF |
| THE CIGNA GROUP | 2667 | 734038 | COM |
| DIMENSIONAL ETF TRUST | 15235 | 733886 | NATL MUN BD ETF |
| APPLIED MATLS INC | 2798 | 719059 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 2362 | 717641 | SPONSORED ADS |
| PALANTIR TECHNOLOGIES INC | 3963 | 704445 | CL A |
| SELECT SECTOR SPDR TR | 4765 | 685951 | STATE STREET TEC |
| JOHNSON & JOHNSON | 3148 | 651418 | COM |
| DIMENSIONAL ETF TRUST | 19645 | 646138 | US SMALL CAP VAL |
| MCDONALDS CORP | 2102 | 642325 | COM |
| ISHARES TR | 5889 | 618334 | GLOBAL TECH ETF |
| INNOVATOR ETFS TRUST | 28530 | 604551 | EQUITY DUAL DIRC |
| ISHARES TR | 5587 | 596128 | SHRT NAT MUN ETF |
| VANGUARD INDEX FDS | 2018 | 585614 | MID CAP ETF |
| AMERICAN EXPRESS CO | 1554 | 574886 | COM |
| VANGUARD WELLINGTON FD | 3808 | 574005 | US MULTIFACTOR |
| VANGUARD WORLD FD | 4655 | 563079 | ESG US STK ETF |
| VISA INC | 1603 | 562169 | COM CL A |
| SPDR GOLD TR | 1352 | 535812 | GOLD SHS |
| WELLS FARGO CO NEW | 5601 | 522013 | COM |
| ISHARES TR | 10297 | 520832 | ULTRA SHORT DUR |
| VANGUARD SPECIALIZED FUNDS | 2359 | 518482 | DIV APP ETF |
| CATERPILLAR INC | 857 | 490730 | COM |
| ISHARES TR | 8456 | 486916 | ESG MSCI USA ETF |
| VANGUARD INDEX FDS | 1869 | 482160 | SMALL CP ETF |
| ISHARES TR | 7668 | 476594 | U.S. MED DVC ETF |
| SCHWAB STRATEGIC TR | 18103 | 474842 | US BRD MKT ETF |
| TRIMBLE INC | 6025 | 472059 | COM |
| SECURITY NATL FINL CORP | 52376 | 471904 | CL A NEW |
| INNOVATOR ETFS TRUST | 11900 | 469444 | US EQTY ULTRA B |
| CHEVRON CORP NEW | 3063 | 466845 | COM |
| MERCK & CO INC | 4383 | 461376 | COM |
| BANK AMERICA CORP | 8255 | 454043 | COM |
| ISHARES TR | 4713 | 452551 | MSCI EAFE ETF |
| VANGUARD TAX-MANAGED FDS | 7172 | 448045 | VAN FTSE DEV MKT |
| GOLDMAN SACHS BDC INC | 47429 | 440142 | SHS |
| QUALCOMM INC | 2570 | 439671 | COM |
| PROCTER AND GAMBLE CO | 2990 | 428428 | COM |
| HOME DEPOT INC | 1152 | 396450 | COM |
| DIMENSIONAL ETF TRUST | 9239 | 395845 | INTERNATIONAL |
| BOOKING HOLDINGS INC | 71 | 382762 | COM |
| ISHARES TR | 16715 | 382356 | IBONDS 26 TRM TS |
| EXXON MOBIL CORP | 3062 | 368458 | COM |
| VANGUARD INDEX FDS | 1092 | 366163 | TOTAL STK MKT |
| PEPSICO INC | 2499 | 358588 | COM |
| VANGUARD SCOTTSDALE FDS | 4452 | 354963 | SHRT TRM CORP BD |
| STRYKER CORPORATION | 996 | 350065 | COM |
| HOWMET AEROSPACE INC | 1688 | 346066 | COM |
| AMEREN CORP | 3455 | 345017 | COM |
| VANGUARD MALVERN FDS | 4410 | 343517 | CORE BD ETF |
| ISHARES TR | 3525 | 335209 | ESG AW MSCI EAFE |
| AMPHENOL CORP NEW | 2477 | 334710 | CL A |
| THERMO FISHER SCIENTIFIC INC | 575 | 333186 | COM |
| CAMBRIA ETF TR | 4788 | 332862 | SHSHLD YIELD ETF |
| BLACKROCK INC | 306 | 327168 | COM |
| VERTEX PHARMACEUTICALS INC | 712 | 322793 | COM |
| GE AEROSPACE | 1027 | 316473 | COM NEW |
| NORTHWESTERN ENERGY GROUP IN | 4825 | 311406 | COM NEW |
| ISHARES TR | 1541 | 307724 | U.S. TECH ETF |
| VANGUARD ADMIRAL FDS INC | 687 | 305320 | 500 GRTH IDX F |
| ENTERPRISE PRODS PARTNERS L | 9268 | 297133 | COM |
| SCHWAB STRATEGIC TR | 11012 | 296333 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 10281 | 292791 | US SML CAP ETF |
| WISDOMTREE TR | 7416 | 289367 | EM EX ST-OWNED |
| DELTA AIR LINES INC DEL | 4107 | 285031 | COM NEW |
| DIMENSIONAL ETF TRUST | 12341 | 282624 | US REAL ESTATE E |
| ABBVIE INC | 1236 | 282414 | COM |
| DISNEY WALT CO | 2480 | 282153 | COM |
| PROLOGIS INC. | 2189 | 279448 | COM |
| CONOCOPHILLIPS | 2980 | 279001 | COM |
| VANGUARD MALVERN FDS | 5534 | 273712 | STRM INFPROIDX |
| TJX COS INC NEW | 1742 | 267589 | COM |
| STARBUCKS CORP | 3127 | 263305 | COM |
| AMERICAN CENTY ETF TR | 3041 | 261228 | AVANTIS ALL EQT |
| J P MORGAN EXCHANGE TRADED F | 4558 | 260900 | EQUITY PREMIUM |
| UNION PAC CORP | 1124 | 260004 | COM |
| NETFLIX INC | 2766 | 259341 | COM |
| CISCO SYS INC | 3362 | 258968 | COM |
| S&P GLOBAL INC | 492 | 257119 | COM |
| BLACKSTONE SECD LENDING FD | 9700 | 255401 | COMMON STOCK |
| ISHARES BITCOIN TRUST ETF | 5107 | 253576 | SHS BEN INT |
| AUTODESK INC | 853 | 252497 | COM |
| ISHARES TR | 836 | 251675 | ISHARES SEMICDTR |
| MARRIOTT INTL INC NEW | 802 | 248710 | CL A |
| AT&T INC | 9994 | 248257 | COM |
| 3M CO | 1545 | 247355 | COM |
| ORACLE CORP | 1260 | 245619 | COM |
| BECTON DICKINSON & CO | 1259 | 244335 | COM |
| HUNTSMAN CORP | 24406 | 244062 | COM |
| ISHARES SILVER TR | 3771 | 242928 | ISHARES |
| BOEING CO | 1118 | 242824 | COM |
| NUVEEN PFD & INCOME OPPORTUN | 29367 | 238167 | COM |
| WP CAREY INC | 3692 | 237636 | COM |
| DUKE ENERGY CORP NEW | 2026 | 237468 | COM NEW |
| PFIZER INC | 9525 | 237173 | COM |
| FIDELITY COVINGTON TRUST | 1053 | 236581 | MSCI INFO TECH I |
| ISHARES TR | 10473 | 234227 | IBONDS 28 TRM TS |
| GE VERNOVA INC | 358 | 234148 | COM |
| TEXAS INSTRS INC | 1345 | 233345 | COM |
| J P MORGAN EXCHANGE TRADED F | 4593 | 232350 | ULTRA SHRT ETF |
| VANGUARD WORLD FD | 806 | 231932 | HEALTH CAR ETF |
| WHEATON PRECIOUS METALS CORP | 1972 | 231750 | COM |
| COHEN & STEERS SELECT PFD & | 11140 | 225920 | COM |
| ISHARES TR | 8970 | 223903 | IBONDS DEC 2030 |
| TC ENERGY CORP | 4048 | 222681 | COM |
| INTUIT | 336 | 222574 | COM |
| ISHARES TR | 8731 | 222236 | IBDS DEC28 ETF |
| EA SERIES TRUST | 1910 | 219841 | ALPHA ARCH 1-3 |
| ROYAL GOLD INC | 972 | 216066 | COM |
| NOVARTIS AG | 1566 | 215905 | SPONSORED ADR |
| DOMINION ENERGY INC | 3684 | 215841 | COM |
| VANGUARD INTL EQUITY INDEX F | 2581 | 215798 | FTSE EUROPE ETF |
| KINDER MORGAN INC DEL | 7776 | 213753 | COM |
| LOWES COS INC | 869 | 209644 | COM |
| ISHARES TR | 3486 | 208010 | SELECT US REIT |
| INTEL CORP | 5637 | 208007 | COM |
| MEDTRONIC PLC | 2158 | 207317 | SHS |
| INNOVATOR ETFS TRUST | 5575 | 205077 | US EQT ULTRA BFR |
| DIMENSIONAL ETF TRUST | 4050 | 202095 | INTERNATNAL VAL |
| GOLDMAN SACHS GROUP INC | 229 | 201665 | COM |
| PIMCO ETF TR | 7550 | 201435 | MULTISECTOR BD |
| ONEOK INC NEW | 2734 | 200949 | COM |
| DIMENSIONAL ETF TRUST | 4814 | 199700 | EMERGING MARKETS |
| ELECTRONIC ARTS INC | 974 | 199075 | COM |
| UNITEDHEALTH GROUP INC | 603 | 199057 | COM |
| INTERNATIONAL BUSINESS MACHS | 672 | 198951 | COM |
| PROSHARES TR | 3285 | 190267 | PSHS ULT S&P 500 |
| VANGUARD INTL EQUITY INDEX F | 3443 | 185096 | FTSE EMR MKT ETF |
| COCA COLA CO | 2608 | 182309 | COM |
| RTX CORPORATION | 991 | 181753 | COM |
| ISHARES TR | 2355 | 176983 | ESG EAFE ETF |
| EMCOR GROUP INC | 286 | 174972 | COM |
| PLAINS ALL AMERN PIPELINE L | 9700 | 174215 | UNIT LTD PARTN |
| BLACKSTONE INC | 1128 | 173838 | COM |
| ISHARES TR | 3267 | 171888 | US INFRASTRUC |
| SKYWEST INC | 1710 | 171702 | COM |
| ISHARES TR | 7060 | 171064 | IBONDS DEC2026 |
| ISHARES TR | 3881 | 170412 | ESG ADVANCED UNI |
| ISHARES TR | 1198 | 169090 | SELECT DIVID ETF |
| PCM FD INC | 27330 | 167807 | COM |
| LULULEMON ATHLETICA INC | 803 | 166872 | COM |
| INNOVATOR ETFS TRUST | 7823 | 164097 | EQUITY DUAL DIRE |
| SHOPIFY INC | 1013 | 163063 | CL A SUB VTG SHS |
| MERCADOLIBRE INC | 80 | 161141 | COM |
| ISHARES TR | 7935 | 157471 | IBOND DEC 2030 |
| ISHARES TR | 7164 | 157214 | IBONDS 29 TRM TS |
| ISHARES TR | 6892 | 154864 | IBONDS 27 TRM TS |
| ISHARES TR | 1171 | 154128 | S&P MC 400VL ETF |
| ISHARES TR | 622 | 153110 | RUSSELL 2000 ETF |
| WELLTOWER INC | 818 | 151880 | COM |
| HENRY SCHEIN INC | 2007 | 151690 | COM |
| AUTOZONE INC | 45 | 151261 | COM |
| ISHARES GOLD TR | 1863 | 151220 | ISHARES NEW |
| EQUITY RESIDENTIAL | 2296 | 144740 | SH BEN INT |
| THOMSON REUTERS CORP | 1081 | 142574 | COM |
| ASTRAZENECA PLC | 1499 | 137765 | SPONSORED ADR |
| VANGUARD INDEX FDS | 769 | 136398 | MCAP VL IDXVIP |
| ASML HOLDING N V | 126 | 134811 | N Y REGISTRY SHS |
| LAM RESEARCH CORP | 764 | 130782 | COM NEW |
| ISHARES TR | 2869 | 130379 | MSCI INTL QUALTY |
| SHERWIN WILLIAMS CO | 398 | 128964 | COM |
| PUBLIC STORAGE OPER CO | 496 | 128712 | COM |
| HCA HEALTHCARE INC | 274 | 127920 | COM |
| VANGUARD INDEX FDS | 259 | 126430 | GROWTH ETF |
| FIRST TR EXCHANGE TRADED FD | 729 | 122677 | TECH ALPHADEX |
| FORD MTR CO | 9265 | 121557 | COM |
| INVESCO EXCHANGE TRADED FD T | 1966 | 120548 | LEISURE AND ENTE |
| COMCAST CORP NEW | 4026 | 120348 | CL A |
| DIGITAL RLTY TR INC | 778 | 120289 | COM |
| CONSOLIDATED EDISON INC | 1197 | 118853 | COM |
| PARKER-HANNIFIN CORP | 134 | 117781 | COM |
| UNITED RENTALS INC | 145 | 117602 | COM |
| ISHARES TR | 1243 | 116736 | U.S. REAL ES ETF |
| CHUBB LIMITED | 374 | 116733 | COM |
| SYNCHRONY FINANCIAL | 1373 | 114550 | COM |
| PROSHARES TR | 945 | 109343 | ULTRPRO S&P500 |
| ABBOTT LABS | 866 | 108475 | COM |
| BLACKROCK CR ALLOCATION INCO | 10000 | 108300 | COM |
| MORGAN STANLEY | 607 | 107794 | COM NEW |
| INNOVATOR ETFS TRUST | 5194 | 107073 | EQUITY DUAL DIRT |
| CITIGROUP INC | 914 | 106672 | COM NEW |
| MICRON TECHNOLOGY INC | 373 | 106462 | COM |
| UNITED PARCEL SERVICE INC | 1065 | 105638 | CL B |
| OREILLY AUTOMOTIVE INC | 1154 | 105257 | COM |
| UNILEVER PLC | 1582 | 103463 | SPON ADR NEW |
| ISHARES TR | 4000 | 103238 | IBONDS DEC 2034 |
| ISHARES TR | 4470 | 103146 | IBONDS DEC 2032 |
| ISHARES TR | 5020 | 103036 | IBONDS DEC 2031 |
| BOSTON SCIENTIFIC CORP | 1079 | 102883 | COM |
| ISHARES TR | 4173 | 102469 | IBONDS DEC 2033 |
| L3HARRIS TECHNOLOGIES INC | 348 | 102253 | COM |
| ISHARES TR | 4000 | 101920 | IBONDS DEC 2035 |
| SELECT SECTOR SPDR TR | 653 | 101127 | STATE STREET HEA |
| KIMBERLY-CLARK CORP | 1000 | 100909 | COM |
| INTUITIVE SURGICAL INC | 178 | 100813 | COM NEW |
| ISHARES INC | 1370 | 99557 | MSCI EMRG CHN |
| FRANCO NEV CORP | 480 | 99495 | COM |
| YUM BRANDS INC | 647 | 97913 | COM |
| EATON CORP PLC | 307 | 97783 | SHS |
| WASTE MGMT INC DEL | 440 | 96673 | COM |
| EVERUS CONSTR GROUP | 1125 | 96255 | COM |
| VERIZON COMMUNICATIONS INC | 2360 | 96128 | COM |
| AGNICO EAGLE MINES LTD | 562 | 95276 | COM |
| WILLIAMS COS INC | 1573 | 94554 | COM |
| PROGRESSIVE CORP | 413 | 94049 | COM |
| CAPITAL ONE FINL CORP | 388 | 94036 | COM |
| MDU RES GROUP INC | 4726 | 92252 | COM |
| ACCENTURE PLC IRELAND | 339 | 91055 | SHS CLASS A |
| SCHWAB STRATEGIC TR | 3769 | 90600 | INTL EQTY ETF |
| SLB LIMITED | 2353 | 90309 | COM STK |
| DANAHER CORPORATION | 390 | 89279 | COM |
| ISHARES TR | 259 | 88831 | S&P 100 ETF |
| SEABRIDGE GOLD INC | 3000 | 88770 | COM |
| EXCHANGE TRADED CONCEPTS TRU | 1250 | 86638 | ROBO GLB ETF |
| DIMENSIONAL ETF TRUST | 1774 | 85064 | SHORT DURATION F |
| VANGUARD INDEX FDS | 445 | 84991 | VALUE ETF |
| SPIRE INC | 1025 | 84768 | COM |
| VANGUARD WORLD FD | 201 | 82967 | MEGA GRWTH IND |
| SELECT SECTOR SPDR TR | 1931 | 82432 | STATE STREET UTI |
| MARSH & MCLENNAN COS INC | 439 | 81377 | COM |
| CINTAS CORP | 432 | 81247 | COM |
| MOODYS CORP | 158 | 80715 | COM |
| DIMENSIONAL ETF TRUST | 2427 | 80272 | EMERGING MKTS CO |
| ISHARES TR | 1464 | 80096 | MSCI EMG MKT ETF |
| EMERSON ELEC CO | 600 | 79632 | COM |
| KNIFE RIVER CORP | 1125 | 79144 | COMMON STOCK |
| ANALOG DEVICES INC | 290 | 78740 | COM |
| NEW YORK LIFE INVTS ACTIVE E | 3247 | 77734 | NYLI MACKAY MUNI |
| SOUTHERN CO | 881 | 76824 | COM |
| SALESFORCE INC | 287 | 76030 | COM |
| PAYPAL HLDGS INC | 1291 | 75358 | COM |
| VANGUARD WORLD FD | 1049 | 75130 | ESG INTL STK ETF |
| HONEYWELL INTL INC | 379 | 73918 | COM |
| PACS GROUP INC | 1925 | 73908 | COM SHS |
| GSK PLC | 1495 | 73305 | SPONSORED ADR |
| INVESCO EXCH TRADED FD TR II | 1020 | 72849 | S&P500 LOW VOL |
| COPART INC | 1855 | 72624 | COM |
| TRUIST FINL CORP | 1473 | 72506 | COM |
| ELEVANCE HEALTH INC FORMERLY | 206 | 72214 | COM |
| AUTOLIV INC | 607 | 72051 | COM |
| SHELL PLC | 976 | 71717 | SPON ADS |
| CADENCE DESIGN SYSTEM INC | 229 | 71581 | COM |
| FEDEX CORP | 248 | 71501 | COM |
| VANGUARD CHARLOTTE FDS | 1475 | 71272 | TOTAL INT BD ETF |
| MGIC INVT CORP WIS | 2428 | 70952 | COM |
| ECOLAB INC | 267 | 70093 | COM |
| NEUROCRINE BIOSCIENCES INC | 487 | 69072 | COM |
| D R HORTON INC | 475 | 68415 | COM |
| AMGEN INC | 208 | 68081 | COM |
| VANGUARD MUN BD FDS | 1349 | 67848 | TAX EXEMPT BD |
| NEXTERA ENERGY INC | 841 | 67516 | COM |
| NU HLDGS LTD | 4032 | 67496 | ORD SHS CL A |
| APPLOVIN CORP | 99 | 66709 | COM CL A |
| SOUTHERN COPPER CORP | 464 | 66571 | COM |
| ZOETIS INC | 524 | 65930 | CL A |
| ISHARES TR | 506 | 65362 | EXPND TEC SC ETF |
| ALBEMARLE CORP | 462 | 65346 | COM |
| VANGUARD WHITEHALL FDS | 450 | 64584 | HIGH DIV YLD |
| TRAVELERS COMPANIES INC | 221 | 64104 | COM |
| SOCIEDAD QUIMICA Y MINERA DE | 930 | 63984 | SPON ADR SER B |
| ROYAL CARIBBEAN GROUP | 229 | 63972 | COM |
| VERISIGN INC | 262 | 63653 | COM |
| ADOBE INC | 176 | 61448 | COM |
| ISHARES TR | 1411 | 61149 | MSCI USA SMCP MN |
| GENERAL DYNAMICS CORP | 180 | 60599 | COM |
| PHILIP MORRIS INTL INC | 377 | 60485 | COM |
| SCHWAB CHARLES CORP | 605 | 60456 | COM |
| HEWLETT PACKARD ENTERPRISE C | 2505 | 60174 | COM |
| SELECT SECTOR SPDR TR | 1346 | 60172 | STATE STREET ENE |
| INTERCONTINENTAL EXCHANGE IN | 371 | 60088 | COM |
| MCKESSON CORP | 72 | 59061 | COM |
| ISHARES TR | 1063 | 58980 | MRGSTR SM CP GR |
| PHILLIPS 66 | 455 | 58661 | COM |
| SYSCO CORP | 791 | 58289 | COM |
| CBRE GROUP INC | 361 | 58046 | CL A |
| CVS HEALTH CORP | 728 | 57775 | COM |
| NEW YORK LIFE INVTS ACTIVE E | 2644 | 57706 | NYLI MACKAY CALI |
| TE CONNECTIVITY PLC | 251 | 57139 | ORD SHS |
| CSX CORP | 1569 | 56877 | COM |
| PNC FINL SVCS GROUP INC | 272 | 56775 | COM |
| CLEAN HARBORS INC | 241 | 56510 | COM |
| CATHAY GEN BANCORP | 1161 | 56181 | COM |
| SCHWAB STRATEGIC TR | 2090 | 55365 | US TIPS ETF |
| VANECK ETF TRUST | 645 | 55322 | GOLD MINERS ETF |
| INNOVATOR ETFS TRUST | 2875 | 55114 | EQUITY DUAL NOV |
| DIMENSIONAL ETF TRUST | 1631 | 55040 | EMERGING MKTS VA |
| LINDE PLC | 129 | 54998 | SHS |
| INNOVATOR ETFS TRUST | 2000 | 54989 | EQUITY DEFINED P |
| ALLSTATE CORP | 263 | 54744 | COM |
| KLA CORP | 45 | 54679 | COM NEW |
| CONSTELLATION ENERGY CORP | 154 | 54269 | COM |
| GODADDY INC | 436 | 54099 | CL A |
| GILEAD SCIENCES INC | 439 | 53883 | COM |
| ISHARES TR | 2300 | 53832 | IBONDS DEC 29 |
| ISHARES TR | 378 | 53458 | MSCI ACWI ETF |
| REPUBLIC SVCS INC | 251 | 53284 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 193 | 53151 | ORD SHS |
| ALCON AG | 670 | 52803 | ORD SHS |
| ISHARES TR | 2170 | 52688 | IBONDS 27 ETF |
| MANULIFE FINL CORP | 1446 | 52461 | COM |
| DIMENSIONAL ETF TRUST | 970 | 52448 | GLOBAL CORE PLUS |
| PRUDENTIAL FINL INC | 464 | 52377 | COM |
| TARGET CORP | 535 | 52334 | COM |
| KIMCO RLTY CORP | 2571 | 52115 | COM |
| PRINCIPAL FINANCIAL GROUP IN | 590 | 52044 | COM |
| INNOVATOR ETFS TRUST | 1055 | 51959 | US EQTY BUF SEP |
| VERTIV HOLDINGS CO | 313 | 50760 | COM CL A |
| VANGUARD INTL EQUITY INDEX F | 1105 | 50674 | GLB EX US ETF |
| ISHARES TR | 473 | 50038 | EXPANDED TECH |
| IRON MTN INC DEL | 597 | 49550 | COM |
| REGENERON PHARMACEUTICALS | 64 | 49400 | COM |
| ROUNDHILL ETF TRUST | 863 | 49331 | DAILY 2X LONG MA |
| FIDELITY WISE ORIGIN BITCOIN | 646 | 49240 | SHS |
| CMS ENERGY CORP | 703 | 49161 | COM |
| ISHARES TR | 530 | 48879 | U.S. FIN SVC ETF |
| WARNER BROS DISCOVERY INC | 1696 | 48879 | COM SER A |
| ISHARES TR | 1010 | 48649 | FUTURE AI & TECH |
| HILTON WORLDWIDE HLDGS INC | 167 | 47971 | COM |
| SELECT SECTOR SPDR TR | 540 | 47879 | STATE STREET CON |
| HIMS & HERS HEALTH INC | 1470 | 47731 | COM CL A |
| BANCO BILBAO VIZCAYA ARGENTA | 2045 | 47669 | SPONSORED ADR |
| FREEPORT-MCMORAN INC | 924 | 46930 | CL B |
| AIR PRODS & CHEMS INC | 189 | 46687 | COM |
| COOPER COS INC | 569 | 46636 | COM |
| SCHWAB STRATEGIC TR | 1017 | 45979 | FUNDAMENTAL INTL |
| COHEN & STEERS INFRASTRUCTUR | 1898 | 45763 | COM |
| CME GROUP INC | 166 | 45332 | COM |
| IDEXX LABS INC | 67 | 45328 | COM |
| ISHARES TR | 470 | 45308 | US HOME CONS ETF |
| DIAMONDBACK ENERGY INC | 301 | 45233 | COM |
| CRH PLC | 361 | 45053 | ORD |
| SAP SE | 185 | 44939 | SPON ADR |
| ISHARES TR | 1440 | 44583 | PFD AND INCM SEC |
| ALIBABA GROUP HLDG LTD | 304 | 44512 | SPONSORED ADS |
| AMERICAN HEALTHCARE REIT INC | 943 | 44378 | COM SHS |
| HDFC BANK LTD | 1203 | 43958 | SPONSORED ADS |
| TRANSUNION | 506 | 43390 | COM |
| REALTY INCOME CORP | 764 | 43060 | COM |
| BP PLC | 1209 | 41989 | SPONSORED ADR |
| VANGUARD WORLD FD | 105 | 41376 | CONSUM DIS ETF |
| VANGUARD BD INDEX FDS | 518 | 40378 | INTERMED TERM |
| WESTERN DIGITAL CORP | 233 | 40139 | COM |
| MIDCAP FINANCIAL INVSTMNT CO | 3500 | 40040 | COM NEW |
| CLOUDFLARE INC | 202 | 39825 | CL A COM |
| ISHARES TR | 929 | 39557 | ESG SELECT SCREE |
| JOHNSON CTLS INTL PLC | 326 | 39060 | SHS |
| ARISTA NETWORKS INC | 297 | 38916 | COM SHS |
| NASDAQ INC | 400 | 38852 | COM |
| KROGER CO | 620 | 38738 | COM |
| GOLDMAN SACHS ETF TR | 902 | 38732 | ACTIVEBETA INT |
| MARATHON PETE CORP | 237 | 38544 | COM |
| CONSTRUCTION PARTNERS INC | 354 | 38427 | COM CL A |
| VANGUARD WELLINGTON FD | 377 | 38294 | SHORT TRM TAX EX |
| APOLLO GLOBAL MGMT INC | 262 | 37928 | COM |
| DYCOM INDS INC | 112 | 37845 | COM |
| FIRST TR EXCHANGE TRADED FD | 473 | 37779 | INDLS PROD DUR |
| PROSHARES TR | 400 | 37720 | PSHS ULTRA TECH |
| ISHARES TR | 391 | 37623 | RUS MID CAP ETF |
| SONY GROUP CORP | 1466 | 37530 | SPONSORED ADR |
| ISHARES TR | 161 | 37150 | LOW CARBON OPTIM |
| VALERO ENERGY CORP | 226 | 36791 | COM |
| SELECT SECTOR SPDR TR | 237 | 36767 | STATE STREET IND |
| VALVOLINE INC | 1264 | 36727 | COM |
| COINBASE GLOBAL INC | 162 | 36635 | COM CL A |
| IDACORP INC | 289 | 36576 | COM |
| GLOBAL X FDS | 2050 | 36224 | NASDAQ 100 COVER |
| HOULIHAN LOKEY INC | 207 | 36058 | CL A |
| YUM CHINA HLDGS INC | 751 | 35862 | COM |
| APPLIED DIGITAL CORP | 1452 | 35598 | COM NEW |
| BLACKROCK ETF TRUST | 477 | 35342 | ISHARES US CARBO |
| VANGUARD WORLD FD | 280 | 35258 | ENERGY ETF |
| VANGUARD WELLINGTON FD | 270 | 35200 | US MINIMUM |
| EOG RES INC | 335 | 35179 | COM |
| M & T BK CORP | 174 | 35058 | COM |
| PEMBINA PIPELINE CORP | 920 | 35016 | COM |
| SCHWAB STRATEGIC TR | 1067 | 34945 | EMRG MKTEQ ETF |
| NORFOLK SOUTHN CORP | 121 | 34931 | COM |
| FIRST TR EXCHANGE TRADED FD | 306 | 34830 | HLTH CARE ALPH |
| CURTISS WRIGHT CORP | 63 | 34731 | COM |
| PALO ALTO NETWORKS INC | 188 | 34630 | COM |
| ISHARES INC | 365 | 34355 | MSCI EM ASIA ETF |
| METLIFE INC | 435 | 34327 | COM |
| AFLAC INC | 311 | 34317 | COM |
| GENERAL MTRS CO | 421 | 34236 | COM |
| VANECK ETF TRUST | 94 | 33998 | SEMICONDUCTR ETF |
| IQVIA HLDGS INC | 149 | 33587 | COM |
| NEWMONT CORP | 334 | 33362 | COM |
| ROSS STORES INC | 185 | 33326 | COM |
| VISTRA CORP | 206 | 33234 | COM |
| ISHARES TR | 338 | 32920 | GLOB HLTHCRE ETF |
| ISHARES TR | 491 | 32871 | US CONSM STAPLES |
| CORTEVA INC | 489 | 32783 | COM |
| AGILENT TECHNOLOGIES INC | 239 | 32521 | COM |
| DEERE & CO | 69 | 32125 | COM |
| SPDR INDEX SHS FDS | 685 | 32043 | PORTFOLIO EMG MK |
| ATI INC | 278 | 31904 | COM |
| THE CAMPBELLS COMPANY | 1141 | 31811 | COM |
| TIDAL TRUST III | 1257 | 31463 | ROCKEFELLER OPP |
| ALCOA CORP | 589 | 31288 | COM |
| SNOWFLAKE INC | 142 | 31150 | COM SHS |
| RBC BEARINGS INC | 69 | 30942 | COM |
| VANGUARD WORLD FD | 167 | 30902 | UTILITIES ETF |
| ROBINHOOD MKTS INC | 273 | 30877 | COM CL A |
| GOLDMAN SACHS ETF TR | 580 | 30624 | S&P 500 PREMIUM |
| ISHARES TR | 642 | 30339 | ESG ADVNCD HY BD |
| ISHARES TR | 276 | 30336 | TIPS BD ETF |
| INVESCO EXCHANGE TRADED FD T | 1326 | 30273 | S&P500 BUY WRT |
| TOYOTA MOTOR CORP | 141 | 30183 | ADS |
| VANGUARD BD INDEX FDS | 407 | 30123 | TOTAL BND MRKT |
| ARMSTRONG WORLD INDS INC NEW | 156 | 29812 | COM |
| FOX CORP | 406 | 29667 | CL A COM |
| ROLLINS INC | 494 | 29650 | COM |
| VANECK ETF TRUST | 284 | 29412 | MRNGSTR WDE MOAT |
| ISHARES TR | 290 | 29111 | 0-3 MNTH TREASRY |
| ARK ETF TR | 251 | 28780 | AUTNMUS TECHNLGY |
| COGNIZANT TECHNOLOGY SOLUTIO | 342 | 28386 | CL A |
| MARVELL TECHNOLOGY INC | 332 | 28214 | COM |
| DELL TECHNOLOGIES INC | 224 | 28198 | CL C |
| MONSTER BEVERAGE CORP NEW | 364 | 27908 | COM |
| BERKLEY W R CORP | 398 | 27908 | COM |
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