Prosperity Consulting Group, 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, Prosperity Consulting Group, LLC held in its portfolio 480 assets valued at $2,223,435,040 (i.e. $2.22B).
The most valuable assets in the portfolio included: ISHARES TR ($295.71M), ISHARES TR ($95.62M), and INVESCO QQQ TR ($76.98M).
The chart below shows the top 10 valuable assets, and the table below shows the top 480 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Prosperity Consulting Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 431739 | 295714972 | CORE S&P500 ETF |
| ISHARES TR | 995723 | 95619248 | MSCI EAFE ETF |
| INVESCO QQQ TR | 125306 | 76976849 | UNIT SER 1 |
| J P MORGAN EXCHANGE TRADED F | 1279949 | 73264295 | EQUITY PREMIUM |
| APPLE INC | 269257 | 73200247 | COM |
| ISHARES TR | 200596 | 55553166 | RUS TP200 GR ETF |
| ISHARES TR | 263654 | 52366940 | MSCI USA QLT FCT |
| VANGUARD WORLD FD | 369475 | 52155038 | MEGA CAP VAL ETF |
| ISHARES TR | 568364 | 40586846 | EAFE VALUE ETF |
| ISHARES TR | 795433 | 40232995 | ULTRA SHORT DUR |
| ISHARES TR | 380971 | 38051350 | CORE US AGGBD ET |
| SELECT SECTOR SPDR TR | 253712 | 36526885 | STATE STREET TEC |
| SPDR S&P 500 ETF TR | 53253 | 36314265 | TR UNIT |
| MICROSOFT CORP | 74309 | 35937508 | COM |
| VANGUARD INDEX FDS | 111957 | 32492202 | MID CAP ETF |
| INVESCO EXCH TRADED FD TR II | 124274 | 31431408 | NASDAQ 100 ETF |
| NVIDIA CORPORATION | 161384 | 30098103 | COM |
| FIRST TR EXCHNG TRADED FD VI | 860109 | 29467334 | FT VEST LADDERED |
| SPDR SERIES TRUST | 266150 | 26559113 | STATE STREET SPD |
| ALPHABET INC | 73251 | 22927687 | CAP STK CL A |
| AMAZON COM INC | 98184 | 22662831 | COM |
| BERKSHIRE HATHAWAY INC DEL | 38838 | 19521921 | CL B NEW |
| SCHWAB STRATEGIC TR | 710873 | 19499239 | US DIVIDEND EQ |
| ISHARES TR | 153501 | 18920533 | S&P 500 GRWT ETF |
| BROADCOM INC | 50287 | 17404314 | COM |
| ISHARES TR | 312319 | 16827734 | ISHS 5-10YR INVT |
| FIRST TR EXCHANGE-TRADED FD | 367913 | 16720579 | SHS |
| ISHARES TR | 111161 | 15679286 | RUS MDCP VAL ETF |
| SELECT SECTOR SPDR TR | 144510 | 15641801 | STATE STREET CON |
| JPMORGAN CHASE & CO. | 46730 | 15057417 | COM |
| SELECT SECTOR SPDR TR | 126030 | 14836211 | STATE STREET COM |
| ALPHABET INC | 46507 | 14594036 | CAP STK CL C |
| SELECT SECTOR SPDR TR | 240955 | 13197124 | STATE STREET FIN |
| J P MORGAN EXCHANGE TRADED F | 255895 | 12945736 | ULTRA SHRT ETF |
| SELECT SECTOR SPDR TR | 80740 | 12498544 | STATE STREET HEA |
| ELI LILLY & CO | 10020 | 10768137 | COM |
| ISHARES TR | 76396 | 10461632 | RUS MD CP GR ETF |
| FIDELITY COVINGTON TRUST | 283664 | 10319705 | ENHANCED MID |
| ISHARES TR | 87933 | 10017369 | EAFE GRWTH ETF |
| VISA INC | 28223 | 9898182 | COM CL A |
| ISHARES TR | 140611 | 9761212 | CORE DIV GRWTH |
| META PLATFORMS INC | 14629 | 9656229 | CL A |
| ISHARES TR | 105277 | 9418100 | CORE MSCI EAFE |
| COSTCO WHSL CORP NEW | 10757 | 9276612 | COM |
| VANGUARD TAX-MANAGED FDS | 147668 | 9224833 | VAN FTSE DEV MKT |
| INVESCO EXCHANGE TRADED FD T | 58613 | 9180536 | AEROSPACE DEFN |
| ISHARES TR | 18799 | 8897639 | RUS 1000 GRW ETF |
| WISDOMTREE TR | 97038 | 8678067 | US QTLY DIV GRT |
| PIMCO ETF TR | 157336 | 8245975 | INTER MUN BD ACT |
| INVESCO EXCHANGE TRADED FD T | 169885 | 7971010 | RAFI US 1000 ETF |
| WALMART INC | 68124 | 7589721 | COM |
| INTERNATIONAL BUSINESS MACHS | 25408 | 7526118 | COM |
| VANGUARD SCOTTSDALE FDS | 24326 | 7305828 | VNG RUS3000IDX |
| VANGUARD SPECIALIZED FUNDS | 32995 | 7251676 | DIV APP ETF |
| EXXON MOBIL CORP | 60070 | 7228765 | COM |
| HOME DEPOT INC | 20503 | 7054924 | COM |
| EATON VANCE TAX-MANAGED GLOB | 728693 | 6944440 | COM |
| J P MORGAN EXCHANGE TRADED F | 136298 | 6943016 | ULTRA SHT MUNCPL |
| FIRST TR EXCHNG TRADED FD VI | 137464 | 6922814 | FT VEST US EQT |
| SPDR GOLD TR | 17426 | 6906098 | GOLD SHS |
| ISHARES TR | 75455 | 6757751 | CORE 80/20 AGGRE |
| ISHARES TR | 61751 | 6614150 | NATIONAL MUN ETF |
| ISHARES INC | 96044 | 6456044 | CORE MSCI EMKT |
| PACER FDS TR | 106751 | 6423184 | US CASH COWS 100 |
| WISDOMTREE TR | 112149 | 6419392 | EMG MKTS SMCAP |
| ABBVIE INC | 26715 | 6104006 | COM |
| SELECT SECTOR SPDR TR | 39109 | 6066621 | STATE STREET IND |
| ISHARES TR | 60485 | 5822891 | RUS MID CAP ETF |
| MCDONALDS CORP | 18950 | 5791739 | COM |
| VANGUARD BD INDEX FDS | 73188 | 5767911 | SHORT TRM BOND |
| TAIWAN SEMICONDUCTOR MFG LTD | 18702 | 5683351 | SPONSORED ADS |
| BANK NEW YORK MELLON CORP | 47830 | 5552590 | COM |
| TESLA INC | 12258 | 5512668 | COM |
| WISDOMTREE TR | 164684 | 5508666 | US SMALLCAP DIVD |
| COCA COLA CO | 78031 | 5455161 | COM |
| ISHARES TR | 22027 | 5422259 | RUSSELL 2000 ETF |
| FIDELITY MERRIMACK STR TR | 115823 | 5332506 | TOTAL BD ETF |
| QUALCOMM INC | 31089 | 5317818 | COM |
| CISCO SYS INC | 67150 | 5172580 | COM |
| VANGUARD INDEX FDS | 18375 | 5129290 | MCAP GR IDXVIP |
| ISHARES TR | 76368 | 4964712 | CORE 60/40 BALAN |
| BANK AMERICA CORP | 82386 | 4531250 | COM |
| SAP SE | 18652 | 4530757 | SPON ADR |
| VANGUARD SCOTTSDALE FDS | 37041 | 4509682 | VNG RUS1000GRW |
| SELECT SECTOR SPDR TR | 105517 | 4504519 | STATE STREET UTI |
| ONEOK INC NEW | 60661 | 4458584 | COM |
| MERCK & CO INC | 41698 | 4389165 | COM |
| FIRST TR EXCHNG TRADED FD VI | 96829 | 4318836 | FT VEST U.S. |
| SNAP ON INC | 12152 | 4187695 | COM |
| VANGUARD BD INDEX FDS | 55369 | 4101182 | TOTAL BND MRKT |
| JOHNSON & JOHNSON | 19683 | 4073393 | COM |
| ARES MANAGEMENT CORPORATION | 24912 | 4026527 | CL A COM STK |
| VANGUARD INDEX FDS | 20950 | 4001270 | VALUE ETF |
| ISHARES TR | 18836 | 3961924 | RUS 1000 VAL ETF |
| WISDOMTREE TR | 84725 | 3921921 | INDIA ERNGS FD |
| VERIZON COMMUNICATIONS INC | 94662 | 3855563 | COM |
| FIRST TR EXCH TRADED FD III | 207904 | 3788010 | PFD SECS INC ETF |
| BERKSHIRE HATHAWAY INC DEL | 5 | 3774000 | CL A |
| PROCTER AND GAMBLE CO | 25127 | 3600989 | COM |
| VANGUARD INDEX FDS | 10736 | 3599390 | TOTAL STK MKT |
| MASTERCARD INCORPORATED | 6278 | 3583799 | CL A |
| GILEAD SCIENCES INC | 29166 | 3579835 | COM |
| ISHARES TR | 54167 | 3575033 | CORE S&P MCP ETF |
| PHILIP MORRIS INTL INC | 21539 | 3454852 | COM |
| AMERICAN EXPRESS CO | 9155 | 3386954 | COM |
| ISHARES TR | 78368 | 3359636 | 0-5YR HI YL CP |
| ISHARES TR | 40364 | 3329216 | CORE MSCI INTL |
| VANGUARD SCOTTSDALE FDS | 33341 | 3318062 | VNG RUS2000IDX |
| VANGUARD INDEX FDS | 5129 | 3216368 | S&P 500 ETF SHS |
| TJX COS INC NEW | 20831 | 3199850 | COM |
| WASTE MGMT INC DEL | 14559 | 3198799 | COM |
| AUTOMATIC DATA PROCESSING IN | 12325 | 3170467 | COM |
| ISHARES TR | 20628 | 3067177 | CORE S&P TTL STK |
| TEXAS INSTRS INC | 17631 | 3058744 | COM |
| NASDAQ INC | 30812 | 2992745 | COM |
| WEC ENERGY GROUP INC | 28146 | 2968311 | COM |
| VALERO ENERGY CORP | 18032 | 2935372 | COM |
| HCA HEALTHCARE INC | 6282 | 2932657 | COM |
| ACCENTURE PLC IRELAND | 10768 | 2889054 | SHS CLASS A |
| WATSCO INC | 8561 | 2884629 | COM |
| PARKER-HANNIFIN CORP | 3263 | 2868046 | COM |
| FIRST TR EXCHANGE-TRADED FD | 74556 | 2823453 | NO AMER ENERGY |
| ISHARES TR | 9277 | 2793824 | ISHARES SEMICDTR |
| THERMO FISHER SCIENTIFIC INC | 4753 | 2754415 | COM |
| ISHARES TR | 40565 | 2723128 | MSCI ACWI EX US |
| REPUBLIC SVCS INC | 12505 | 2650109 | COM |
| ISHARES INC | 40944 | 2624535 | MSCI EURZONE ETF |
| RELX PLC | 64871 | 2622086 | SPONSORED ADR |
| AMERICAN CENTY ETF TR | 33366 | 2569884 | AVANTIS EMGMKT |
| BLACKROCK ETF TRUST II | 48607 | 2564991 | ISHARES FLEXIBLE |
| ISHARES TR | 37198 | 2548063 | MRNING SM CP ETF |
| BRITISH AMERN TOB PLC | 44839 | 2538781 | SPONSORED ADR |
| INTUITIVE SURGICAL INC | 4394 | 2488586 | COM NEW |
| VANGUARD INDEX FDS | 13973 | 2478465 | MCAP VL IDXVIP |
| GALLAGHER ARTHUR J & CO | 9527 | 2465392 | COM |
| CATERPILLAR INC | 4255 | 2437707 | COM |
| INVESCO EXCH TRADED FD TR II | 33540 | 2395442 | S&P500 LOW VOL |
| CINTAS CORP | 12632 | 2375670 | COM |
| MARSH & MCLENNAN COS INC | 12714 | 2358658 | COM |
| AT&T INC | 94402 | 2344952 | COM |
| S&P GLOBAL INC | 4449 | 2325184 | COM |
| UNITEDHEALTH GROUP INC | 6994 | 2308856 | COM |
| NETFLIX INC | 24358 | 2283806 | COM |
| UNILEVER PLC | 34675 | 2267745 | SPON ADR NEW |
| MARATHON PETE CORP | 13724 | 2232004 | COM |
| VANGUARD INDEX FDS | 4547 | 2218159 | GROWTH ETF |
| ISHARES TR | 26630 | 2147177 | IBOXX HI YD ETF |
| AIR PRODS & CHEMS INC | 8684 | 2145155 | COM |
| INVESCO EXCHANGE TRADED FD T | 40380 | 2117337 | S&P MDCP400 PR |
| MEDTRONIC PLC | 22031 | 2116298 | SHS |
| CITIGROUP INC | 17883 | 2086806 | COM NEW |
| MCCORMICK & CO INC | 30506 | 2077736 | COM NON VTG |
| KIMBERLY-CLARK CORP | 20406 | 2058786 | COM |
| PEPSICO INC | 14318 | 2054850 | COM |
| GOLDMAN SACHS GROUP INC | 2315 | 2034885 | COM |
| VANECK ETF TRUST | 116601 | 2030023 | VANECK SHRT MUNI |
| WISDOMTREE TR | 38656 | 1994645 | US MIDCAP DIVID |
| ORACLE CORP | 10135 | 1975426 | COM |
| CHEVRON CORP NEW | 12886 | 1963952 | COM |
| PAYPAL HLDGS INC | 33517 | 1956722 | COM |
| ISHARES TR | 9066 | 1922550 | S&P 500 VAL ETF |
| AMERICAN ELEC PWR CO INC | 16456 | 1897567 | COM |
| LINDE PLC | 4362 | 1859812 | SHS |
| SHELL PLC | 25140 | 1847268 | SPON ADS |
| FIRST TR EXCHANGE-TRADED FD | 19609 | 1814085 | CAP STRENGTH ETF |
| ISHARES TR | 17309 | 1800828 | MORNINGSTAR GRWT |
| SYNOPSYS INC | 3827 | 1797618 | COM |
| RTX CORPORATION | 9766 | 1790999 | COM |
| INVESCO EXCHANGE TRADED FD T | 26498 | 1762647 | LARGE CAP VALUE |
| T-MOBILE US INC | 8672 | 1760859 | COM |
| DUKE ENERGY CORP NEW | 14997 | 1757855 | COM NEW |
| REALTY INCOME CORP | 30804 | 1736426 | COM |
| WILLIAMS COS INC | 28660 | 1722735 | COM |
| ABBOTT LABS | 13742 | 1721769 | COM |
| KROGER CO | 27520 | 1719463 | COM |
| AMERICAN WTR WKS CO INC NEW | 13159 | 1717218 | COM |
| US BANCORP DEL | 31678 | 1690338 | COM NEW |
| VANGUARD INDEX FDS | 5341 | 1681189 | LARGE CAP ETF |
| CAPITAL ONE FINL CORP | 6877 | 1666726 | COM |
| BLACKSTONE INC | 10759 | 1658413 | COM |
| FIRST TR EXCHANGE-TRADED FD | 36033 | 1653194 | SENIOR LN FD |
| METLIFE INC | 20838 | 1644986 | COM |
| FIRST TR EXCHANGE TRADED FD | 14417 | 1640939 | HLTH CARE ALPH |
| SONY GROUP CORP | 62778 | 1607117 | SPONSORED ADR |
| FIRST TR EXCHANGE TRADED FD | 22426 | 1602331 | NASDAQ CYB ETF |
| ARISTA NETWORKS INC | 12223 | 1601580 | COM SHS |
| CITIZENS FINL GROUP INC | 27353 | 1597706 | COM |
| ISHARES TR | 16220 | 1561662 | JPMORGAN USD EMG |
| ISHARES INC | 19117 | 1543509 | MSCI JAPAN ETF |
| PFIZER INC | 61973 | 1543132 | COM |
| ISHARES INC | 28459 | 1534794 | MSCI CDA ETF |
| ADVANCED MICRO DEVICES INC | 7162 | 1533814 | COM |
| FORD MTR CO | 115466 | 1514909 | COM |
| EDISON INTL | 25236 | 1514665 | COM |
| CSX CORP | 41268 | 1495969 | COM |
| CINCINNATI FINL CORP | 9060 | 1479628 | COM |
| MID-AMER APT CMNTYS INC | 10633 | 1477030 | COM |
| CHUBB LIMITED | 4710 | 1470106 | COM |
| SALESFORCE INC | 5320 | 1409224 | COM |
| SANOFI SA | 29022 | 1406406 | SPONSORED ADR |
| PALANTIR TECHNOLOGIES INC | 7875 | 1399781 | CL A |
| OHIO VY BANC CORP | 34749 | 1389265 | COM |
| ALTRIA GROUP INC | 23661 | 1364281 | COM |
| ISHARES SILVER TR | 21144 | 1362096 | ISHARES |
| ISHARES TR | 8107 | 1361571 | CORE S&P US GWT |
| ISHARES TR | 27986 | 1335767 | CORE 40/60 MODER |
| VANGUARD SCOTTSDALE FDS | 5641 | 1331320 | VNG RUS2000GRW |
| BP PLC | 38265 | 1328955 | SPONSORED ADR |
| CONSTELLATION ENERGY CORP | 3702 | 1307637 | COM |
| ISHARES TR | 9260 | 1306966 | SELECT DIVID ETF |
| FIRST TR EXCHANGE TRADED FD | 18505 | 1285540 | RISNG DIVD ACHIV |
| FIRST TR EXCHANGE-TRADED ALP | 10504 | 1245980 | COM SHS |
| FIRST TR EXCHANGE TRADED FD | 15488 | 1237029 | INDLS PROD DUR |
| FIRST TR EXCHANGE-TRADED FD | 24678 | 1233653 | FST LOW OPPT EFT |
| GE VERNOVA INC | 1831 | 1196716 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 14886 | 1195346 | COM |
| ISHARES TR | 3200 | 1195073 | RUS 1000 ETF |
| SPDR INDEX SHS FDS | 25435 | 1190612 | PORTFOLIO EMG MK |
| ISHARES TR | 9635 | 1171681 | CORE HIGH DV ETF |
| VANGUARD WORLD FD | 2837 | 1171028 | MEGA GRWTH IND |
| WELLS FARGO CO NEW | 12503 | 1165280 | COM |
| SOUTHERN CO | 13298 | 1159584 | COM |
| PRUDENTIAL FINL INC | 10272 | 1159503 | COM |
| KLA CORP | 954 | 1159186 | COM NEW |
| EXELON CORP | 26450 | 1152946 | COM |
| BOSTON SCIENTIFIC CORP | 11944 | 1138860 | COM |
| VANGUARD INDEX FDS | 3748 | 1132210 | SML CP GRW ETF |
| NEXTERA ENERGY INC | 13916 | 1117158 | COM |
| BLACKROCK INC | 1039 | 1112083 | COM |
| MICRON TECHNOLOGY INC | 3881 | 1107676 | COM |
| GE AEROSPACE | 3582 | 1103415 | COM NEW |
| GSK PLC | 22494 | 1103100 | SPONSORED ADR |
| SHOPIFY INC | 6803 | 1095079 | CL A SUB VTG SHS |
| SCHWAB STRATEGIC TR | 37787 | 1076178 | US SML CAP ETF |
| EATON CORP PLC | 3366 | 1072105 | SHS |
| PALO ALTO NETWORKS INC | 5810 | 1070202 | COM |
| DISNEY WALT CO | 8987 | 1022461 | COM |
| ISHARES TR | 34059 | 1017002 | HIGH YLD CORP BD |
| OREILLY AUTOMOTIVE INC | 11024 | 1005499 | COM |
| CAMECO CORP | 10842 | 991935 | COM |
| QUANTA SVCS INC | 2333 | 984666 | COM |
| FIRSTENERGY CORP | 21835 | 977562 | COM |
| J P MORGAN EXCHANGE TRADED F | 16711 | 971243 | NASDAQ EQT PREM |
| REGIONS FINANCIAL CORP NEW | 35699 | 967431 | COM |
| SOUTHERN COPPER CORP | 6687 | 959390 | COM |
| FIRST TR EXCHANGE-TRADED FD | 15822 | 948212 | FIRST TR ENH NEW |
| PROFESIONALLY MANAGED PORTFO | 14414 | 944261 | AKRE FOCUS ETF |
| VANECK ETF TRUST | 10919 | 936523 | GOLD MINERS ETF |
| LOCKHEED MARTIN CORP | 1935 | 936012 | COM |
| LOWES COS INC | 3875 | 934501 | COM |
| NISOURCE INC | 22265 | 929786 | COM |
| AMERICAN CENTY ETF TR | 9890 | 929403 | INTL SMCP VLU |
| J P MORGAN EXCHANGE TRADED F | 14034 | 924981 | BETABULDRS JAPAN |
| PIMCO ETF TR | 9778 | 910136 | ACTIVE BD ETF |
| SEAGATE TECHNOLOGY HLDNGS PL | 3291 | 906318 | ORD SHS |
| DEERE & CO | 1892 | 880821 | COM |
| SERVICENOW INC | 5740 | 879311 | COM |
| WORLD GOLD TR | 10273 | 877006 | SPDR GLD MINIS |
| ISHARES TR | 9220 | 868155 | MSCI USA MIN VOL |
| TRANE TECHNOLOGIES PLC | 2197 | 855072 | SHS |
| GENERAL DYNAMICS CORP | 2537 | 854043 | COM |
| VANGUARD INDEX FDS | 3283 | 846750 | SMALL CP ETF |
| ADOBE INC | 2391 | 836826 | COM |
| AMPHENOL CORP NEW | 6164 | 833048 | CL A |
| ISHARES TR | 15198 | 831483 | MSCI EMG MKT ETF |
| TRUIST FINL CORP | 16496 | 811750 | COM |
| PROGRESSIVE CORP | 3557 | 809933 | COM |
| DOMINION ENERGY INC | 13815 | 809413 | COM |
| DTE ENERGY CO | 6266 | 808124 | COM |
| MORGAN STANLEY | 4528 | 803922 | COM NEW |
| PAYCHEX INC | 7139 | 800882 | COM |
| FIDELITY NATIONAL FINANCIAL | 14621 | 798160 | COM SHS |
| VANGUARD INTL EQUITY INDEX F | 10838 | 797243 | ALLWRLD EX US |
| XCEL ENERGY INC | 10507 | 776053 | COM |
| EVERSOURCE ENERGY | 11470 | 772307 | COM |
| ISHARES INC | 15264 | 770366 | MSCI PAC JP ETF |
| ISHARES TR | 17515 | 770320 | MSCI UK ETF NEW |
| SCHWAB STRATEGIC TR | 23271 | 759107 | US LCAP GR ETF |
| ISHARES TR | 30855 | 757645 | INVT GRD CORP BD |
| CONOCOPHILLIPS | 7959 | 745042 | COM |
| ISHARES TR | 7274 | 744785 | 0-5 YR TIPS ETF |
| VANGUARD WORLD FD | 988 | 744735 | INF TECH ETF |
| HOWMET AEROSPACE INC | 3632 | 744633 | COM |
| SSGA ACTIVE ETF TR | 17945 | 740590 | STATE STREET BLA |
| J P MORGAN EXCHANGE TRADED F | 14580 | 736290 | MUNICIPAL ETF |
| UBER TECHNOLOGIES INC | 9001 | 735472 | COM |
| STRYKER CORPORATION | 2092 | 735275 | COM |
| NORFOLK SOUTHN CORP | 2543 | 734172 | COM |
| AMERICAN CENTY ETF TR | 14517 | 731366 | DIVERSIFIED MU |
| APPLIED MATLS INC | 2843 | 730623 | COM |
| ISHARES TR | 15496 | 721184 | CORE UNIVRSL USD |
| THE CIGNA GROUP | 2554 | 702805 | COM |
| MOODYS CORP | 1375 | 702419 | COM |
| HONEYWELL INTL INC | 3575 | 697410 | COM |
| VANGUARD STAR FDS | 9220 | 695557 | VG TL INTL STK F |
| WELLTOWER INC | 3712 | 688984 | COM |
| DANAHER CORPORATION | 2972 | 680401 | COM |
| ISHARES TR | 8193 | 678544 | 1 3 YR TREAS BD |
| AMETEK INC | 3304 | 678251 | COM |
| ISHARES TR | 10904 | 677706 | U.S. MED DVC ETF |
| ASML HOLDING N V | 633 | 677221 | N Y REGISTRY SHS |
| ECOLAB INC | 2573 | 675464 | COM |
| UNITED PARCEL SERVICE INC | 6786 | 673068 | CL B |
| PROLOGIS INC. | 5262 | 671747 | COM |
| BROOKFIELD INFRAST PARTNERS | 19227 | 667946 | LP INT UNIT |
| INTEL CORP | 17928 | 661529 | COM |
| SELECT SECTOR SPDR TR | 14769 | 660311 | STATE STREET ENE |
| VANGUARD INDEX FDS | 3134 | 655448 | EXTEND MKT ETF |
| PNC FINL SVCS GROUP INC | 3108 | 648773 | COM |
| MCKESSON CORP | 788 | 646389 | COM |
| INVESCO EXCH TRADED FD TR II | 10228 | 637898 | S&P MIDCP LOW |
| THOMSON REUTERS CORP | 4806 | 633863 | COM |
| VERTEX PHARMACEUTICALS INC | 1393 | 631530 | COM |
| INTUIT | 947 | 627312 | COM |
| UNUM GROUP | 8029 | 622248 | COM |
| ISHARES TR | 6426 | 617924 | 7-10 YR TRSY BD |
| VANGUARD INTL EQUITY INDEX F | 11362 | 610810 | FTSE EMR MKT ETF |
| HARBOR ETF TRUST | 24499 | 608065 | HARBOR COMMODITY |
| CONSOLIDATED EDISON INC | 6109 | 606709 | COM |
| INVESCO EXCH TRADED FD TR II | 53870 | 605500 | PFD ETF |
| PRINCIPAL FINANCIAL GROUP IN | 6810 | 600707 | COM |
| EXCHANGE TRADED CONCEPTS TRU | 8556 | 593023 | ROBO GLB ETF |
| WP CAREY INC | 9184 | 591082 | COM |
| FIRST TR EXCHANGE-TRADED FD | 2854 | 589408 | NY ARCA BIOTECH |
| AMGEN INC | 1783 | 583594 | COM |
| ISHARES TR | 14493 | 581603 | CORE 30/70 CONSE |
| ENTERGY CORP NEW | 6221 | 575007 | COM |
| NORTHROP GRUMMAN CORP | 1006 | 573607 | COM |
| SCHWAB STRATEGIC TR | 21294 | 573024 | US LRG CAP ETF |
| ENERGY TRANSFER L P | 33949 | 559811 | COM UT LTD PTN |
| ONEMAIN HLDGS INC | 8283 | 559542 | COM |
| DELL TECHNOLOGIES INC | 4432 | 557857 | CL C |
| INVESCO EXCHANGE TRADED FD T | 2849 | 545810 | S&P500 EQL WGT |
| INVESCO EXCH TRADED FD TR II | 25043 | 542436 | EMRNG MKT SVRG |
| BLACKROCK ETF TRUST | 8845 | 537864 | ISHARES US EQUIT |
| FIFTH THIRD BANCORP | 11454 | 536162 | COM |
| KINDER MORGAN INC DEL | 19316 | 530997 | COM |
| ISHARES TR | 1538 | 527488 | S&P 100 ETF |
| SYSCO CORP | 7136 | 525865 | COM |
| VANGUARD INDEX FDS | 2455 | 519944 | SM CP VAL ETF |
| ISHARES TR | 9605 | 519150 | MSCI INDIA ETF |
| MARTIN MARIETTA MATLS INC | 819 | 509959 | COM |
| INVESCO EXCHANGE TRADED FD T | 11090 | 504690 | S&P500 EQL TEC |
| GLOBAL X FDS | 7005 | 502925 | GLOBAL X COPPER |
| L3HARRIS TECHNOLOGIES INC | 1701 | 499363 | COM |
| RALPH LAUREN CORP | 1410 | 498590 | CL A |
| TKO GROUP HOLDINGS INC | 2381 | 497629 | CL A |
| VANGUARD WHITEHALL FDS | 3458 | 496271 | HIGH DIV YLD |
| ISHARES TR | 21406 | 492873 | US TREAS BD ETF |
| GENERAL MLS INC | 10511 | 488762 | COM |
| CUMMINS INC | 954 | 486969 | COM |
| GLOBAL X FDS | 11063 | 472728 | GLOBAL X URANIUM |
| EQUINIX INC | 616 | 471955 | COM |
| MARRIOTT INTL INC NEW | 1515 | 469867 | CL A |
| VULCAN MATLS CO | 1643 | 468653 | COM |
| ISHARES TR | 4354 | 464572 | SHRT NAT MUN ETF |
| COMCAST CORP NEW | 15491 | 463039 | CL A |
| BOEING CO | 2127 | 461820 | COM |
| VANGUARD INTL EQUITY INDEX F | 3260 | 459856 | TT WRLD ST ETF |
| OMNICOM GROUP INC | 5645 | 455834 | COM |
| FIRST TR EXCHNG TRADED FD VI | 10869 | 446866 | FT VEST U.S EQT |
| SMURFIT WESTROCK PLC | 11463 | 443274 | SHS |
| SPDR DOW JONES INDL AVERAGE | 919 | 441683 | UT SER 1 |
| BARINGS BDC INC | 47935 | 440043 | COM |
| BRISTOL-MYERS SQUIBB CO | 8148 | 439526 | COM |
| IDEXX LABS INC | 647 | 437715 | COM |
| ISHARES TR | 4322 | 433842 | 0-3 MNTH TREASRY |
| LAM RESEARCH CORP | 2518 | 431031 | COM NEW |
| SPDR S&P MIDCAP 400 ETF TR | 708 | 427122 | UTSER1 S&PDCRP |
| KKR & CO INC | 3345 | 426435 | COM |
| EMERSON ELEC CO | 3209 | 425956 | COM |
| BLUE OWL CAPITAL CORPORATION | 33791 | 420022 | COM |
| ANALOG DEVICES INC | 1539 | 417377 | COM |
| EOG RES INC | 3975 | 417370 | COM |
| NUCOR CORP | 2558 | 417197 | COM |
| ALNYLAM PHARMACEUTICALS INC | 1041 | 413954 | COM |
| BECTON DICKINSON & CO | 2117 | 410896 | COM |
| GOLDMAN SACHS BDC INC | 44007 | 408385 | SHS |
| 1 800 FLOWERS COM INC | 102005 | 400880 | CL A |
| KEYCORP | 19391 | 400230 | COM |
| UNION PAC CORP | 1726 | 399285 | COM |
| MONDELEZ INTL INC | 7397 | 398206 | CL A |
| CELESTICA INC | 1325 | 391683 | COM |
| BRIDGEWATER BANCSHARES INC | 22278 | 390533 | COM |
| ISHARES BITCOIN TRUST ETF | 7828 | 388660 | SHS BEN INT |
| TOWNEBANK PORTSMOUTH VA | 11575 | 386258 | COM |
| UFP TECHNOLOGIES INC | 1731 | 384334 | COM |
| ARES CAPITAL CORP | 18740 | 379118 | COM |
| FIRST TR EXCHANGE-TRADED FD | 8470 | 377698 | NAS CLNEDG GREEN |
| SCHWAB CHARLES CORP | 3772 | 376892 | COM |
| ALLSTATE CORP | 1771 | 368674 | COM |
| CROWDSTRIKE HLDGS INC | 778 | 364695 | CL A |
| JANUS HENDERSON GROUP PLC | 7619 | 362436 | ORD SHS |
| ASTRAZENECA PLC | 3920 | 360393 | SPONSORED ADR |
| DYNATRACE INC | 8153 | 353351 | COM NEW |
| ISHARES GOLD TR | 4224 | 342862 | ISHARES NEW |
| ROYAL BK CDA | 2007 | 342173 | COM |
| ISHARES TR | 6300 | 337113 | NEW YORK MUN ETF |
| FIRST TR EXCHNG TRADED FD VI | 7673 | 333123 | FT VEST US |
| TRAVELERS COMPANIES INC | 1147 | 332701 | COM |
| OLD REP INTL CORP | 7246 | 330707 | COM |
| BUNGE GLOBAL SA | 3657 | 325766 | COM SHS |
| EDWARDS LIFESCIENCES CORP | 3737 | 318579 | COM |
| FERGUSON ENTERPRISES INC | 1419 | 315912 | COMMON STOCK NEW |
| GRAIL INC | 3631 | 310777 | COM |
| INVESCO EXCHANGE TRADED FD T | 6087 | 302552 | DORSEY WRIGHT HE |
| CAVA GROUP INC | 5138 | 301549 | COM |
| QUANTUMSCAPE CORP | 28554 | 297533 | COM CL A |
| LAZARD INC | 6036 | 293118 | COM |
| PEMBINA PIPELINE CORP | 7561 | 287772 | COM |
| ATMOS ENERGY CORP | 1712 | 286983 | COM |
| PENTAIR PLC | 2747 | 286073 | SHS |
| ISHARES TR | 3105 | 285225 | RUS TP200 VL ETF |
| SIMON PPTY GROUP INC NEW | 1539 | 284884 | COM |
| FIRST TR EXCHNG TRADED FD VI | 11104 | 284743 | FT VEST INT JUNE |
| FIRST TR EXCHANGE TRADED FD | 2940 | 284710 | NASD TECH DIV |
| LAMAR ADVERTISING CO NEW | 2218 | 280754 | CL A |
| VENTAS INC | 3608 | 279187 | COM |
| NIKE INC | 4291 | 273395 | CL B |
| ENBRIDGE INC | 5509 | 263629 | COM |
| WESTWOOD HLDGS GROUP INC | 15277 | 262917 | COM |
| CROWN CASTLE INC | 2955 | 262611 | COM |
| REGENERON PHARMACEUTICALS | 340 | 262436 | COM |
| FIRST TR EXCHNG TRADED FD VI | 8020 | 260891 | FT VEST NAS |
| BOOKING HOLDINGS INC | 48 | 257056 | COM |
| ROBINHOOD MKTS INC | 2262 | 255832 | COM CL A |
| ISHARES TR | 2667 | 253952 | MBS ETF |
| APOLLO GLOBAL MGMT INC | 1716 | 248408 | COM |
| MERCADOLIBRE INC | 122 | 245488 | COM |
| BLOCK INC | 3766 | 245129 | CL A |
| ELEVANCE HEALTH INC FORMERLY | 696 | 243969 | COM |
| INVESCO EXCHANGE TRADED FD T | 3233 | 242637 | S&P500 QUALITY |
| VANGUARD WORLD FD | 833 | 239779 | HEALTH CAR ETF |
| BAR HBR BANKSHARES | 7714 | 239520 | COM |
| BLACKROCK CAP ALLOCATION TER | 16906 | 239389 | COM |
| FIRST TR EXCHNG TRADED FD VI | 5383 | 238413 | FT VEST UQ EQT |
| ESCALADE INC | 17533 | 236520 | COM |
| NOVARTIS AG | 1715 | 236447 | SPONSORED ADR |
| WARNER BROS DISCOVERY INC | 8163 | 235258 | COM SER A |
| FREEPORT-MCMORAN INC | 4617 | 234497 | CL B |
| SLB LIMITED | 6097 | 234003 | COM STK |
| TARGET CORP | 2393 | 233935 | COM |
| PHILLIPS 66 | 1799 | 232143 | COM |
| COLGATE PALMOLIVE CO | 2929 | 231450 | COM |
| SCHWAB STRATEGIC TR | 7042 | 230978 | 1000 INDEX ETF |
| DELTA AIR LINES INC DEL | 3316 | 230130 | COM NEW |
| EPR PPTYS | 4608 | 229939 | COM SH BEN INT |
| APPLOVIN CORP | 340 | 229099 | COM CL A |
| VANGUARD SCOTTSDALE FDS | 2726 | 228303 | INT-TERM CORP |
| TOYOTA MOTOR CORP | 1066 | 228188 | ADS |
| AMERICAN TOWER CORP NEW | 1290 | 226534 | COM |
| AMERIPRISE FINL INC | 456 | 223595 | COM |
| BEST BUY INC | 3337 | 223350 | COM |
| DIGITAL RLTY TR INC | 1438 | 222473 | COM |
| AUTONATION INC | 1076 | 222172 | COM |
| VANGUARD WORLD FD | 564 | 222171 | CONSUM DIS ETF |
| JOHNSON CTLS INTL PLC | 1853 | 221897 | SHS |
| M & T BK CORP | 1100 | 221626 | COM |
| BROOKFIELD CORP | 4799 | 220226 | CL A LTD VT SH |
| SUPERIOR GROUP OF CO INC | 22739 | 220114 | COM |
| T ROWE PRICE ETF INC | 5669 | 216669 | CAP APPRECIATION |
| BLACKSTONE SECD LENDING FD | 8207 | 216090 | COMMON STOCK |
| DOVER CORP | 1094 | 213593 | COM |
| MOTOROLA SOLUTIONS INC | 555 | 212795 | COM NEW |
| CHENIERE ENERGY INC | 1090 | 211885 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 6899 | 210695 | WILDERHIL CLAN |
| HUBSPOT INC | 523 | 209880 | COM |
| CME GROUP INC | 766 | 209179 | COM |
| ISHARES TR | 7827 | 208746 | LARGE CAP MAX BU |
| NXP SEMICONDUCTORS N V | 958 | 207943 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 920 | 205316 | COM |
| VANGUARD INTL EQUITY INDEX F | 2440 | 204008 | FTSE EUROPE ETF |
| SEMPRA | 2295 | 202626 | COM |
| GOLDMAN SACHS ETF TR | 1530 | 202526 | ACTIVEBETA US LG |
| THORNBURG INCM BUILDER OPP T | 10000 | 201000 | COM |
| ISHARES TR | 5360 | 200437 | BROAD USD HIGH |
| LLOYDS BANKING GROUP PLC | 28567 | 151405 | SPONSORED ADR |
| EVOLUTION PETE CORP | 23240 | 82269 | COM |
| RESOURCES CONNECTION INC | 15335 | 77288 | COM |
| ENLIVEX THERAPEUTICS LTD | 17647 | 12409 | COM |
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