SAGESPRING WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, SAGESPRING WEALTH PARTNERS, LLC held in its portfolio 500 assets valued at $5,504,010,431 (i.e. $5.50B).
The most valuable assets in the portfolio included: BLACKROCK ETF TRUST ($351.58M), FIDELITY COVINGTON TRUST ($350.03M), and VANGUARD INDEX FDS ($302.34M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SAGESPRING WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BLACKROCK ETF TRUST | 6470093 | 351579361 | ISHARES US EQUIT |
| FIDELITY COVINGTON TRUST | 7168069 | 350024877 | BLUE CHIP GRWTH |
| VANGUARD INDEX FDS | 1509542 | 302344256 | S&P 500 ETF SHS |
| TRIMTABS ETF TR | 4317077 | 269406277 | FCF US QLTY ETF |
| J P MORGAN EXCHANGE TRADED F | 4199747 | 258773887 | ACTIVE VALUE ETF |
| TCW TRANSFORM ETF TRUST | 2352369 | 192888979 | TRANSFORM SYSTEM |
| ISHARES TR | 352191 | 181726961 | CORE S&P500 ETF |
| BLACKROCK ETF TRUST | 4670219 | 155518280 | ISHARES A I INNO |
| BLACKROCK ETF TRUST II | 2866189 | 151248806 | ISHARES FLEXIBLE |
| FIDELITY MERRIMACK STR TR | 10181189 | 150984731 | TOTAL BD ETF |
| ISHARES INC | 2412584 | 142307867 | CORE MSCI EMKT |
| ISHARES TR | 1394669 | 124767122 | CORE MSCI EAFE |
| BLACKROCK ETF TRUST II | 2352265 | 119436001 | ISHARES TOTAL RE |
| ISHARES TR | 826819 | 106601837 | U.S. FINLS ETF |
| J P MORGAN EXCHANGE TRADED F | 1632821 | 103795625 | INTRNL RES EQT |
| ISHARES TR | 702258 | 100490888 | U.S. TECH ETF |
| ISHARES TR | 24483419 | 100227344 | CORE US AGGBD ET |
| ISHARES INC | 1191033 | 68901275 | EMNG MKTS EQT |
| APPLE INC | 233226 | 63404861 | COM |
| INVESCO QQQ TR | 102243 | 62808782 | UNIT SER 1 |
| NVIDIA CORPORATION | 306950 | 57246090 | COM |
| MICROSOFT CORP | 116462 | 56323198 | COM |
| ISHARES TR | 468630 | 55931050 | 3 7 YR TREAS BD |
| ISHARES TR | 576423 | 53175026 | U.S. FIN SVC ETF |
| ISHARES TR | 961964 | 51091332 | EAFE VALUE ETF |
| ISHARES GOLD TR | 579405 | 47030299 | ISHARES NEW |
| ISHARES TR | 406161 | 41294390 | 10-20 YR TRS ETF |
| ISHARES TR | 309896 | 38197720 | S&P 500 GRWT ETF |
| FIDELITY COVINGTON TRUST | 657113 | 37251721 | HIGH DIVID ETF |
| AMAZON COM INC | 203000 | 32492685 | COM |
| BROADCOM INC | 86418 | 29909231 | COM |
| J P MORGAN EXCHANGE TRADED F | 548417 | 29652910 | ACTIVE BOND ETF |
| VANGUARD CHARLOTTE FDS | 28604388 | 28745801 | TOTAL INT BD ETF |
| BLACKROCK ETF TRUST II | 1182559 | 28428708 | ISHARES INTERMED |
| CAPITAL GROUP GROWTH ETF | 638044 | 28373803 | SHS CREATION UNI |
| ABACUS FCF ETF TR | 950587 | 27652587 | ABACUS FCF REAL |
| ISHARES TR | 244854 | 26226271 | NATIONAL MUN ETF |
| ISHARES TR | 382443 | 25241240 | CORE S&P MCP ETF |
| ALPHABET INC | 80213 | 25106574 | CAP STK CL A |
| JPMORGAN CHASE & CO | 76525 | 24657913 | COM |
| ISHARES TR | 261676 | 24639395 | MSCI USA MIN VOL |
| PIMCO ETF TR | 472897 | 23848219 | SHTRM MUN BD ACT |
| META PLATFORMS INC | 35183 | 23224028 | CL A |
| ISHARES TR | 101887 | 21874162 | US AER DEF ETF |
| ISHARES TR | 40346 | 19095974 | RUS 1000 GRW ETF |
| WALMART INC | 171253 | 19079298 | COM |
| VANGUARD BD INDEX FDS | 17484728 | 18495355 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 63415 | 18404407 | MID CAP ETF |
| TESLA INC | 38663 | 17387691 | COM |
| ISHARES TR | 68817 | 17225558 | MSCI USA MMENTM |
| ALPHABET INC | 53928 | 16922455 | CAP STK CL C |
| ISHARES TR | 137213 | 16490248 | CORE S&P SCP ETF |
| J P MORGAN EXCHANGE TRADED F | 203922 | 16370563 | JPMORGAN INTL VL |
| ISHARES TR | 165357 | 15920601 | JPMORGAN USD EMG |
| PIMCO ETF TR | 298005 | 15618453 | INTER MUN BD ACT |
| ISHARES TR | 225748 | 15194995 | MSCI USA QLT FCT |
| ISHARES TR | 99887 | 14852252 | CORE S&P TTL STK |
| RBB FUND TRUST | 306579 | 14826172 | FIRST EAGLE OVER |
| ISHARES TR | 111265 | 14371045 | EXPND TEC SC ETF |
| VISA INC | 39874 | 13984102 | COM CL A |
| BERKSHIRE HATHAWAY INC DEL | 27664 | 13905258 | CL B NEW |
| HOME DEPOT INC | 40015 | 13769074 | COM |
| AMPLIFY ETF TR | 282291 | 12561968 | CWP ENHANCED DIV |
| VANGUARD MUN BD FDS | 243860 | 12263706 | TAX EXEMPT BD |
| FIDELITY COVINGTON TRUST | 323620 | 12226358 | ENHANCED SMALL |
| ISHARES TR | 56051 | 11789852 | RUS 1000 VAL ETF |
| CATERPILLAR INC | 19761 | 11320198 | COM |
| ISHARES TR | 137043 | 11303327 | CORE MSCI INTL |
| J P MORGAN EXCHANGE TRADED F | 221338 | 11177564 | MUNICIPAL ETF |
| ELI LILLY & CO | 9853 | 10589281 | COM |
| JOHNSON & JOHNSON | 45222 | 9358766 | COM |
| RTX CORPORATION | 50100 | 9188403 | COM |
| ISHARES TR | 131418 | 9123058 | CORE DIV GRWTH |
| FIDELITY COVINGTON TRUST | 119490 | 9032276 | QLTY FCTOR ETF |
| INTERNATIONAL BUSINESS MACHS | 30089 | 8912541 | COM |
| GOLDMAN SACHS GROUP INC | 10090 | 8868791 | COM |
| ABBVIE INC | 38561 | 8810714 | COM |
| AB ACTIVE ETFS INC | 343585 | 8661771 | TAX AWARE SHRT |
| CAPITAL GROUP CORE EQUITY ET | 211986 | 8528185 | SHS CREATION UNI |
| PHILIP MORRIS INTL INC | 53015 | 8503575 | COM |
| PIMCO ETF TR | 89322 | 8314091 | ACTIVE BD ETF |
| ISHARES TR | 505577 | 8306632 | GL CLEAN ENE ETF |
| AMERICAN EXPRESS CO | 22356 | 8270724 | COM |
| TJX COS INC NEW | 53698 | 8248568 | COM |
| ISHARES TR | 273055 | 8157198 | S&P 100 ETF |
| EXXON MOBIL CORP | 66093 | 7953602 | COM |
| CME GROUP INC | 28967 | 7910251 | COM |
| VANGUARD TAX-MANAGED FDS | 119824 | 7485390 | VAN FTSE DEV MKT |
| ISHARES TR | 262188 | 7284512 | EAFE GRWTH ETF |
| MCDONALDS CORP | 23625 | 7220512 | COM |
| ISHARES TR | 188820 | 7127961 | INTL EQTY FACTOR |
| ISHARES TR | 81301 | 7086167 | 20 YR TR BD ETF |
| MERCK & CO INC | 66475 | 6997196 | COM |
| CHEVRON CORP NEW | 42331 | 6451659 | COM |
| BANK AMERICA CORP | 116523 | 6408748 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 20771 | 6312227 | SPONSORED ADS |
| COSTCO WHSL CORP NEW | 7219 | 6225611 | COM |
| EATON CORP PLC | 19534 | 6221627 | SHS |
| ISHARES TR | 132600 | 6171208 | CORE TOTAL USD |
| MASTERCARD INCORPORATED | 10801 | 6166300 | CL A |
| VANGUARD INDEX FDS | 57762 | 6078598 | TOTAL STK MKT |
| PROCTER AND GAMBLE CO | 38780 | 5557583 | COM |
| FIRST TR EXCHNG TRADED FD VI | 241392 | 5418723 | FT VEST NASD 100 |
| ADVANCED MICRO DEVICES INC | 25281 | 5414227 | COM |
| COCA COLA CO | 75966 | 5310772 | COM |
| FIDELITY MERRIMACK STR TR | 5205000 | 5205000 | CORP BOND ETF |
| PALANTIR TECHNOLOGIES INC | 29241 | 5197663 | CL A |
| AMGEN INC | 15725 | 5146833 | COM |
| ISHARES TR | 48022 | 5081981 | ESG AWR MSCI USA |
| MARATHON PETE CORP | 31245 | 5081345 | COM |
| SPDR S&P 500 ETF TR | 143154 | 5065340 | TR UNIT |
| FIRST TR EXCHNG TRADED FD VI | 127056 | 5004718 | FT VEST U.S EQT |
| HCA HEALTHCARE INC | 10527 | 4914562 | COM |
| CAPITAL GROUP CORE BALANCED | 138824 | 4904666 | SHS |
| NETFLIX INC | 50373 | 4722949 | COM |
| GOLDMAN SACHS ETF TR | 87198 | 4604035 | S&P 500 PREMIUM |
| CISCO SYS INC | 59085 | 4551327 | COM |
| GE AEROSPACE | 14708 | 4530580 | COM NEW |
| CAPITAL GROUP GBL GROWTH EQT | 200838 | 4524476 | SHS CREATION UNI |
| SALESFORCE INC | 16865 | 4467684 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 101906 | 4447171 | SHS CREATION UNI |
| SOUTHERN CO | 50692 | 4420312 | COM |
| ALTRIA GROUP INC | 73097 | 4214770 | COM |
| ISHARES TR | 43643 | 4196757 | 7-10 YR TRSY BD |
| SPDR SER TR | 30018 | 4177297 | S&P DIVID ETF |
| SPDR SER TR | 45552 | 4162536 | BLOOMBERG 1-3 MO |
| ISHARES TR | 109008 | 4147765 | MSCI INTL VLU FT |
| VANGUARD SPECIALIZED FUNDS | 18839 | 4140418 | DIV APP ETF |
| WELLS FARGO CO NEW | 44285 | 4127358 | COM |
| ABBOTT LABS | 32569 | 4080508 | COM |
| DUKE ENERGY CORP NEW | 34749 | 4072906 | COM NEW |
| MOTOROLA SOLUTIONS INC | 10611 | 4067430 | COM NEW |
| ORACLE CORP | 20834 | 4060823 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 6589 | 3975166 | UTSER1 S&PDCRP |
| MORGAN STANLEY | 21494 | 3815787 | COM NEW |
| INNOVATOR ETFS TRUST | 86610 | 3798027 | US EQTY PWR BUF |
| ANALOG DEVICES INC | 13993 | 3794940 | COM |
| GE VERNOVA INC | 5739 | 3750938 | COM |
| UNITEDHEALTH GROUP INC | 11264 | 3718317 | COM |
| CHUBB LIMITED | 11795 | 3681545 | COM |
| SCHWAB STRATEGIC TR | 123576 | 3659072 | US LCAP VA ETF |
| MICRON TECHNOLOGY INC | 12503 | 3568540 | COM |
| ISHARES TR | 94313 | 3526841 | BROAD USD HIGH |
| ISHARES TR | 14247 | 3507020 | RUSSELL 2000 ETF |
| VERIZON COMMUNICATIONS INC | 86084 | 3506184 | COM |
| CITIGROUP INC | 29322 | 3421554 | COM NEW |
| TRANE TECHNOLOGIES PLC | 8713 | 3391185 | SHS |
| NEXTERA ENERGY INC | 42161 | 3384706 | COM |
| INNOVATOR ETFS TRUST | 102235 | 3329781 | U S EQ 10 BUFFER |
| VANGUARD INDEX FDS | 6347 | 3096314 | GROWTH ETF |
| ISHARES TR | 71228 | 3086326 | MSCI USA SMCP MN |
| MEDTRONIC PLC | 31917 | 3065961 | SHS |
| VANGUARD INTL EQUITY INDEX F | 21582 | 3044309 | TT WRLD ST ETF |
| S&P GLOBAL INC | 5815 | 3039034 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4 | 3019200 | CL A |
| UNION PAC CORP | 12817 | 2964902 | COM |
| AT&T INC | 118234 | 2936925 | COM |
| AMPHENOL CORP NEW | 21330 | 2882602 | CL A |
| THERMO FISHER SCIENTIFIC INC | 4902 | 2840190 | COM |
| GILEAD SCIENCES INC | 22945 | 2816299 | COM |
| FIRST TR EXCHNG TRADED FD VI | 63237 | 2786591 | FT VEST U.S. |
| J P MORGAN EXCHANGE TRADED F | 54602 | 2781435 | ULTRA SHT MUNCPL |
| INTUIT | 4163 | 2757694 | COM |
| JOHNSON CTLS INTL PLC | 22475 | 2691329 | SHS |
| BLACKROCK INC | 2485 | 2660170 | COM |
| CUMMINS INC | 5181 | 2644643 | COM |
| VANGUARD WORLD FDS | 3388 | 2553503 | INF TECH ETF |
| PACER FDS TR | 40464 | 2434726 | US CASH COWS 100 |
| BOEING CO | 11183 | 2427982 | COM |
| APPLIED MATLS INC | 9417 | 2420055 | COM |
| PEPSICO INC | 16584 | 2380073 | COM |
| LOWES COS INC | 9835 | 2371897 | COM |
| LAM RESEARCH CORP | 13786 | 2359811 | COM NEW |
| DEERE & CO | 5055 | 2353529 | COM |
| ISHARES TR | 19313 | 2348668 | CORE HIGH DV ETF |
| AGNICO EAGLE MINES LTD | 13327 | 2259270 | COM |
| FRANKLIN TEMPLETON ETF TR | 31762 | 2202086 | US LRG CP MLTFCT |
| REALTY INCOME CORP | 38867 | 2190925 | COM |
| VANGUARD WHITEHALL FDS | 15218 | 2184084 | HIGH DIV YLD |
| ROYAL CARIBBEAN GROUP | 7802 | 2176158 | COM |
| CAPITAL ONE FINL CORP | 8941 | 2166848 | COM |
| LINDE PLC | 5074 | 2163403 | SHS |
| KLA CORP | 1777 | 2159132 | COM NEW |
| FIRST TR EXCHNG TRADED FD VI | 47086 | 2133705 | FT VEST US EQT |
| QUALCOMM INC | 12309 | 2105524 | COM |
| PARKER-HANNIFIN CORP | 2371 | 2083797 | COM |
| ISHARES TR | 19410 | 2071092 | SHRT NAT MUN ETF |
| INTUITIVE SURGICAL INC | 3551 | 2011183 | COM NEW |
| ISHARES TR | 20915 | 2008485 | MSCI EAFE ETF |
| ISHARES TR | 20270 | 1951420 | RUS MID CAP ETF |
| UBER TECHNOLOGIES INC | 23799 | 1944611 | COM |
| DISNEY WALT CO | 17092 | 1944551 | COM |
| ISHARES INC | 266283 | 1933212 | MSCI EQUAL WEITE |
| INVESCO EXCH TRADED FD TR II | 7589 | 1919291 | NASDAQ 100 ETF |
| TEXAS INSTRS INC | 10830 | 1878876 | COM |
| BLACKSTONE INC | 12140 | 1871197 | COM |
| ASTRAZENECA PLC | 20235 | 1860208 | SPONSORED ADR |
| NXP SEMICONDUCTORS N V | 8536 | 1852801 | COM |
| ASML HOLDING N V | 1724 | 1844870 | N Y REGISTRY SHS |
| VANGUARD INDEX FDS | 7138 | 1841324 | SMALL CP ETF |
| CAPITAL GROUP DIVIDEND GROWE | 51427 | 1832874 | SHS ETF |
| INNOVATOR ETFS TRUST | 54615 | 1830141 | DEFINED WLT SHLD |
| HSBC HLDGS PLC | 23100 | 1817260 | SPON ADR NEW |
| BOOKING HOLDINGS INC | 336 | 1797361 | COM |
| BLACKROCK ETF TRUST | 24213 | 1793968 | US CARBON TRANS |
| ISHARES TR | 22451 | 1792512 | MRGSTR MD CP GRW |
| US BANCORP DEL | 33591 | 1792428 | COM NEW |
| DARDEN RESTAURANTS INC | 9730 | 1790537 | COM |
| CARNIVAL CORP | 58076 | 1773641 | UNIT 99/99/9999 |
| SPDR SER TR | 70560 | 1759772 | NUVEEN BLOOMBERG |
| NORTHROP GRUMMAN CORP | 3049 | 1738671 | COM |
| DANAHER CORPORATION | 7556 | 1729819 | COM |
| SCHWAB CHARLES CORP | 17264 | 1724843 | COM |
| AUTOMATIC DATA PROCESSING IN | 6646 | 1709630 | COM |
| VICTORY PORTFOLIOS II | 42831 | 1686698 | SHARES FREE CASH |
| SELECT SECTOR SPDR TR | 11695 | 1683664 | TECHNOLOGY |
| GENERAL DYNAMICS CORP | 4940 | 1663232 | COM |
| WILLIAMS COS INC | 27591 | 1658477 | COM |
| NEWMONT CORP | 16593 | 1656838 | COM |
| PINNACLE FINL PARTNERS INC | 17105 | 1631966 | COM |
| VERTEX PHARMACEUTICALS INC | 3587 | 1626167 | COM |
| ISHARES TR | 24192 | 1624034 | MSCI ACWI EX US |
| PNC FINL SVCS GROUP INC | 7767 | 1621186 | COM |
| ALLSTATE CORP | 7778 | 1618959 | COM |
| PFIZER INC | 64609 | 1608755 | COM |
| SHERWIN WILLIAMS CO | 4932 | 1598045 | COM |
| SHOPIFY INC | 9901 | 1593691 | CL A |
| PROLOGIS INC. | 12451 | 1589510 | COM |
| VANGUARD INDEX FDS | 4945 | 1556618 | LARGE CAP ETF |
| CAPITAL GROUP GLOBAL EQUITY | 48979 | 1549201 | SHS |
| J P MORGAN EXCHANGE TRADED F | 31552 | 1548552 | US VALUE FACTR |
| AIR PRODS & CHEMS INC | 6243 | 1542232 | COM |
| COMCAST CORP NEW | 51585 | 1541876 | CL A |
| STRYKER CORPORATION | 4331 | 1522044 | COM |
| INTERCONTINENTAL EXCHANGE INC | 9346 | 1513621 | COM |
| ISHARES TR | 32955 | 1504707 | INVESTMENT GRADE |
| ACCENTURE PLC IRELAND | 5509 | 1477975 | SHS CLASS A |
| WASTE MGMT INC DEL | 6709 | 1474098 | COM |
| SERVICENOW INC | 9532 | 1460277 | COM |
| UNITED PARCEL SERVICE INC | 14695 | 1457634 | CL B |
| CORNING INC | 16588 | 1452404 | COM |
| NOVARTIS AG | 10452 | 1441014 | SPONSORED ADR |
| CADENCE DESIGN SYSTEM INC | 4610 | 1440904 | COM |
| CROWDSTRIKE HLDGS INC | 3062 | 1435282 | CL A |
| ISHARES TR | 1432000 | 1432000 | CORE INTL AGGR |
| ISHARES TR | 16858 | 1426828 | CORE MSCI TOTAL |
| ALIBABA GROUP HLDG LTD | 9565 | 1402100 | SPONSORED ADS |
| EMERSON ELEC CO | 10444 | 1386170 | COM |
| PALO ALTO NETWORKS INC | 7508 | 1382968 | COM |
| IQVIA HLDGS INC | 6124 | 1380345 | COM |
| APPLOVIN CORP | 2046 | 1378636 | COM CL A |
| J P MORGAN EXCHANGE TRADED F | 23885 | 1367197 | EQUITY PREMIUM |
| OREILLY AUTOMOTIVE INC | 14963 | 1364816 | COM |
| AMERICAN ELEC PWR CO INC | 11762 | 1356332 | COM |
| ROBINHOOD MKTS INC | 11992 | 1356259 | COM CL A |
| ARISTA NETWORKS INC | 10313 | 1351362 | COM SHS |
| NORFOLK SOUTHN CORP | 4633 | 1337553 | COM |
| AUTODESK INC | 4499 | 1331755 | COM |
| ISHARES TR | 10100 | 1301145 | MSCI KLD400 SOC |
| ILLINOIS TOOL WKS INC | 5248 | 1292509 | COM |
| BOSTON SCIENTIFIC CORP | 13524 | 1289558 | COM |
| TRUIST FINL CORP | 26201 | 1289364 | COM |
| ISHARES TR | 14375 | 1287438 | AGGRES ALLOC ETF |
| WELLTOWER INC | 6911 | 1282770 | COM |
| ENTERGY CORP NEW | 13857 | 1280797 | COM |
| ISHARES TR | 18665 | 1280434 | EUROPE ETF |
| MARRIOTT INTL INC NEW | 4123 | 1278979 | CL A |
| CAPITAL GROUP EQUITY ETF TR | 44177 | 1274057 | US SMALL AND MID |
| CONSTELLATION ENERGY CORP | 3564 | 1259070 | COM |
| STERIS PLC | 4867 | 1233874 | SHS USD |
| CVS HEALTH CORP | 15518 | 1231505 | COM |
| PROGRESSIVE CORP | 5350 | 1218250 | COM |
| DOLLAR GEN CORP NEW | 9093 | 1207287 | COM |
| INVESCO EXCH TRADED FD TR II | 10117 | 1207117 | S&P 500 MOMNTM |
| ADOBE INC | 3447 | 1206319 | COM |
| SCHWAB STRATEGIC TR | 43918 | 1204675 | US DIVIDEND EQ |
| GENERAL MTRS CO | 14709 | 1196098 | COM |
| BRITISH AMERN TOB PLC | 21097 | 1194518 | SPONSORED ADR |
| SHELL PLC | 16247 | 1193850 | SPON ADS |
| ENBRIDGE INC | 24701 | 1181450 | COM |
| 3M CO | 7351 | 1176867 | COM |
| STARBUCKS CORP | 13816 | 1163414 | COM |
| COPART INC | 29626 | 1159843 | COM |
| HENRY JACK & ASSOC INC | 6346 | 1158096 | COM |
| ISHARES TR | 9088 | 1151211 | GLOBAL 100 ETF |
| HONEYWELL INTL INC | 5861 | 1143460 | COM |
| SONY GROUP CORP | 44428 | 1137351 | SPONSORED ADR |
| INNOVATOR ETFS TRUST | 30085 | 1108938 | QUITY MANAGD FLR |
| BECTON DICKINSON & CO | 5707 | 1107644 | COM |
| INTEL CORP | 30017 | 1107623 | COM |
| INNOVATOR ETFS TRUST | 22332 | 1106754 | US EQTY BUF DEC |
| DBX ETF TR | 23001 | 1106592 | XTRACK MSCI EAFE |
| HILTON WORLDWIDE HLDGS INC | 3834 | 1101190 | COM |
| CONOCOPHILLIPS | 11735 | 1098522 | COM |
| ISHARES TR | 10604 | 1085767 | 0-5 YR TIPS ETF |
| ROYAL BK CDA | 6357 | 1083869 | COM |
| L3HARRIS TECHNOLOGIES INC | 3692 | 1083856 | COM |
| MCKESSON CORP | 1321 | 1083583 | COM |
| INVESCO EXCHANGE TRADED FD T | 5597 | 1072195 | S&P500 EQL WGT |
| HOWMET AEROSPACE INC | 5226 | 1071469 | COM |
| VANGUARD INDEX FDS | 3524 | 1064740 | SML CP GRW ETF |
| ISHARES TR | 2841 | 1061043 | RUS 1000 ETF |
| ISHARES TR | 10690 | 1052926 | CONV BD ETF |
| T-MOBILE US INC | 5175 | 1050686 | COM |
| AUTONATION INC | 5085 | 1049865 | COM |
| MONSTER BEVERAGE CORP NEW | 13556 | 1039339 | COM |
| BANK NEW YORK MELLON CORP | 8910 | 1034312 | COM |
| DIAMONDBACK ENERGY INC | 6778 | 1018980 | COM |
| LOCKHEED MARTIN CORP | 2104 | 1017780 | COM |
| MERCADOLIBRE INC | 501 | 1009426 | COM |
| FREEPORT-MCMORAN INC | 19753 | 1003232 | CL B |
| VANGUARD WORLD FD | 2398 | 989806 | MEGA GRWTH IND |
| TRAVELERS COMPANIES INC | 3372 | 978170 | COM |
| FEDEX CORP | 3379 | 976028 | COM |
| FORTINET INC | 12250 | 972797 | COM |
| ISHARES TR | 10121 | 963758 | MBS ETF |
| SYNOPSYS INC | 2049 | 962582 | COM |
| WARNER BROS DISCOVERY INC | 33124 | 954626 | COM SER A |
| FIDELITY NATL INFORMATION SV | 14187 | 942892 | COM |
| ISHARES TR | 5827 | 941468 | MSCI USA SZE FT |
| ISHARES TR | 2898 | 936068 | RUS 2000 GRW ETF |
| KKR & CO INC | 7318 | 932936 | COM |
| MOODYS CORP | 1809 | 924349 | COM |
| MARSH & MCLENNAN COS INC | 4966 | 921245 | COM |
| EDWARDS LIFESCIENCES CORP | 10572 | 901247 | COM |
| BANCO SANTANDER S.A. | 76288 | 894863 | ADR |
| BHP GROUP LTD | 14789 | 892825 | SPONSORED ADS |
| ISHARES TR | 16591 | 873018 | US INFRASTRUC |
| VANGUARD INDEX FDS | 4554 | 869829 | VALUE ETF |
| ISHARES TR | 15051 | 866648 | ESG MSCI USA ETF |
| DOMINION ENERGY INC | 14690 | 860682 | COM |
| VALERO ENERGY CORP | 5275 | 858734 | COM |
| ISHARES TR | 7760 | 854716 | SHORT TREAS BD |
| BRISTOL-MYERS SQUIBB CO | 15756 | 849865 | COM |
| PACCAR INC | 7738 | 847415 | COM |
| ISHARES TR | 14698 | 844548 | CALIF MUN BD ETF |
| ROSS STORES INC | 4654 | 838310 | COM |
| T ROWE PRICE ETF INC | 21888 | 836555 | CAP APPRECIATION |
| BEST BUY INC | 12363 | 827448 | COM |
| REGENERON PHARMACEUTICALS | 1070 | 826218 | COM |
| VANGUARD INDEX FDS | 2957 | 825393 | MCAP GR IDXVIP |
| FORD MTR CO | 62854 | 824639 | COM |
| COLGATE PALMOLIVE CO | 10423 | 823656 | COM |
| ISHARES INC | 12788 | 818934 | MSCI EMERG MRKT |
| CHIPOTLE MEXICAN GRILL INC | 21996 | 813860 | COM |
| PHILLIPS 66 | 6234 | 804486 | COM |
| SELECT SECTOR SPDR TR | 14674 | 803716 | FINANCIAL |
| UNITED RENTALS INC | 992 | 803093 | COM |
| DOORDASH INC | 3503 | 793341 | CL A |
| CENCORA INC | 2340 | 790314 | COM |
| CBRE GROUP INC | 4895 | 787067 | CL A |
| TE CONNECTIVITY PLC | 3449 | 784787 | ORD SHS |
| AFLAC INC | 7098 | 782712 | COM |
| PRUDENTIAL FINL INC | 6911 | 780158 | COM |
| DELTA AIR LINES INC DEL | 11205 | 777622 | COM NEW |
| THE CIGNA GROUP | 2824 | 777155 | COM |
| YUM BRANDS INC | 5137 | 777145 | COM |
| NOVO-NORDISK A S | 15166 | 771634 | ADR |
| SCHWAB STRATEGIC TR | 23636 | 771007 | US LCAP GR ETF |
| PAYCHEX INC | 6867 | 770367 | COM |
| SPDR GOLD TR | 1942 | 769827 | GOLD SHS |
| INNOVATOR ETFS TRUST | 18628 | 766285 | US EQT ULTRA BF |
| FIRST TR EXCHANGE-TRADED FD | 11024 | 765860 | RISNG DIVD ACHIV |
| PPG INDS INC | 7458 | 764173 | COM |
| ISHARES TR | 12163 | 755930 | U.S. MED DVC ETF |
| ECOLAB INC | 2862 | 751391 | COM |
| CRH PLC | 5992 | 747763 | ORD |
| MITSUBISHI UFJ FINL GROUP IN | 46993 | 745309 | SPONSORED ADS |
| SAP SE | 3067 | 744978 | SPON ADR |
| SELECT SECTOR SPDR TR | 4804 | 743694 | SBI HEALTHCARE |
| AUTOZONE INC | 219 | 742739 | COM |
| ENTERPRISE PRODS PARTNERS L | 23156 | 742381 | COM |
| NORWEGIAN CRUISE LINE HLDG L | 33243 | 741984 | SHS |
| CSX CORP | 20396 | 739372 | COM |
| KROGER CO | 11820 | 738533 | COM |
| ISHARES INC | 16678 | 736650 | ESG AWR MSCI EM |
| UBS GROUP AG | 15893 | 736005 | SHS |
| SIMON PPTY GROUP INC NEW | 3955 | 732162 | COM |
| SNOWFLAKE INC | 3337 | 732017 | CL A |
| EBAY INC. | 8390 | 730732 | COM |
| KINDER MORGAN INC DEL | 26503 | 728555 | COM |
| FIRST TR EXCH TRADED FD III | 15187 | 727971 | MUNI HI INCM ETF |
| APOLLO GLOBAL MGMT INC | 4998 | 723547 | COM |
| TOYOTA MOTOR CORP | 3365 | 720392 | ADS |
| BAKER HUGHES COMPANY | 15732 | 716450 | CL A |
| NIKE INC | 11232 | 715598 | CL B |
| TRACTOR SUPPLY CO | 14247 | 712471 | COM |
| VANGUARD INTL EQUITY INDEX F | 9666 | 711019 | ALLWRLD EX US |
| REGIONS FINANCIAL CORP NEW | 26030 | 705403 | COM |
| CORTEVA INC | 10450 | 700435 | COM |
| UNILEVER PLC | 10680 | 698472 | SPON ADR NEW |
| WILLIAMS SONOMA INC | 3903 | 696958 | COM |
| CAPITAL GROUP INTL FOCUS EQT | 23352 | 690064 | SHS CREATION UNI |
| CLOUDFLARE INC | 3482 | 686458 | CL A COM |
| AMERICAN TOWER CORP NEW | 3904 | 685398 | COM |
| EXPEDIA GROUP INC | 2415 | 684189 | COM NEW |
| DEXCOM INC | 10308 | 684143 | COM |
| IDEXX LABS INC | 1009 | 682619 | COM |
| D R HORTON INC | 4706 | 677872 | COM |
| CONSOLIDATED EDISON INC | 6814 | 676816 | COM |
| BANCO BILBAO VIZCAYA ARGENTA | 28870 | 672967 | SPONSORED ADR |
| HDFC BANK LTD | 18390 | 671973 | SPONSORED ADS |
| QUANTA SVCS INC | 1602 | 670735 | COM |
| GRAINGER W W INC | 663 | 668504 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 8044 | 667630 | CL A |
| WABTEC | 3106 | 663048 | COM |
| VANGUARD WELLINGTON FD | 3467 | 662989 | US MOMENTUM |
| TAPESTRY INC | 5148 | 657749 | COM |
| CAPITAL GROUP NEW GEOGRAPHY | 20469 | 653567 | SHS |
| BARCLAYS PLC | 25584 | 651120 | ADR |
| EQUIFAX INC | 2985 | 647600 | COM |
| ISHARES INC | 3428 | 636823 | MSCI WORLD ETF |
| AMERIPRISE FINL INC | 1296 | 635503 | COM |
| SELECT SECTOR SPDR TR | 14120 | 631321 | ENERGY |
| AON PLC | 1784 | 629403 | SHS CL A |
| AMERICAN INTL GROUP INC | 7232 | 618706 | COM NEW |
| TORONTO DOMINION BK ONT | 6566 | 618560 | COM NEW |
| SEMPRA | 7001 | 618083 | COM |
| XCEL ENERGY INC | 8362 | 617614 | COM |
| NATIONAL HEALTH INVS INC | 8064 | 615879 | COM |
| CINTAS CORP | 3262 | 613428 | COM |
| TRANSDIGM GROUP INC | 461 | 613169 | COM |
| WEC ENERGY GROUP INC | 5805 | 612226 | COM |
| TAKE-TWO INTERACTIVE SOFTWAR | 2387 | 611025 | COM |
| NUCOR CORP | 3731 | 608489 | COM |
| METLIFE INC | 7667 | 605245 | COM |
| WESTERN DIGITAL CORP | 3476 | 598834 | COM |
| SYNCHRONY FINANCIAL | 7123 | 594291 | COM |
| SCHLUMBERGER LTD | 15331 | 588399 | COM STK |
| ARCHER DANIELS MIDLAND CO | 10231 | 588198 | COM |
| RIO TINTO PLC | 7271 | 581919 | SPONSORED ADR |
| MARVELL TECHNOLOGY INC | 6835 | 580850 | COM |
| SCHWAB STRATEGIC TR | 23591 | 574904 | SHT TM US TRES |
| NEUBERGER BERMAN ETF TRUST | 11229 | 574723 | SHORT DURATION I |
| SEAGATE TECHNOLOGY HLDNGS PL | 2061 | 567510 | ORD SHS |
| FASTENAL CO | 14112 | 566326 | COM |
| MARTIN MARIETTA MATLS INC | 907 | 564776 | COM |
| VULCAN MATLS CO | 1972 | 562569 | COM |
| ISHARES TR | 24414 | 562135 | US TREAS BD ETF |
| AMETEK INC | 2713 | 556983 | COM |
| TARGET CORP | 5678 | 555032 | COM |
| HARTFORD INSURANCE GROUP INC | 4007 | 552190 | COM |
| NATIONAL GRID PLC | 7130 | 551507 | SPONSORED ADR NE |
| EXELON CORP | 12647 | 551294 | COM |
| INSMED INC | 3163 | 550538 | COM PAR $.01 |
| SUMITOMO MITSUI FINL GROUP I | 28458 | 550101 | SPONSORED ADR |
| CROWN CASTLE INC | 6189 | 549980 | COM |
| RESMED INC | 2269 | 546473 | COM |
| FISERV INC | 8127 | 545859 | COM |
| FERGUSON ENTERPRISES INC | 2438 | 542719 | COMMON STOCK NEW |
| CARVANA CO | 1283 | 541452 | CL A |
| GSK PLC | 11030 | 540919 | SPONSORED ADR |
| KEYSIGHT TECHNOLOGIES INC | 2643 | 536955 | COM |
| FIRST TR NAS100 EQ WEIGHTED | 3759 | 534197 | SHS |
| CASEYS GEN STORES INC | 952 | 526014 | COM |
| GALLAGHER ARTHUR J & CO | 2025 | 523933 | COM |
| ISHARES TR | 5367 | 519971 | S&P MC 400GR ETF |
| BLOCK INC | 7971 | 518802 | CL A |
| MONDELEZ INTL INC | 9610 | 517311 | CL A |
| NUVEEN TAXABLE MUNICPAL INM | 32575 | 514691 | COM |
| SYSCO CORP | 6978 | 514193 | COM |
| STATE STR CORP | 3950 | 509560 | COM |
| INNOVATOR ETFS TRUST | 19619 | 509375 | EQUITY DEFINED P |
| BERKLEY W R CORP | 7242 | 507833 | COM |
| SOFI TECHNOLOGIES INC | 19299 | 505242 | COM |
| DELL TECHNOLOGIES INC | 4011 | 504861 | CL C |
| ING GROEP N.V. | 18014 | 504394 | SPONSORED ADR |
| PAYPAL HLDGS INC | 8632 | 503915 | COM |
| DOVER CORP | 2578 | 503329 | COM |
| DATADOG INC | 3690 | 501844 | CL A COM |
| FOX CORP | 6845 | 500158 | CL A COM |
| NATWEST GROUP PLC | 28515 | 499019 | SPONS ADR |
| CARRIER GLOBAL CORPORATION | 9421 | 497807 | COM |
| VANGUARD WHITEHALL FDS | 7370 | 496991 | EM MK GOV BD ETF |
| DEUTSCHE BANK A G | 12764 | 492180 | NAMEN AKT |
| ROBLOX CORP | 6039 | 489337 | CL A |
| ABRDN SILVER ETF TRUST | 7228 | 488935 | PHYSCL SILVR SHS |
| OLD REP INTL CORP | 10711 | 488828 | COM |
| INVESCO EXCHANGE TRADED FD T | 4280 | 487312 | S&P 500 GARP ETF |
| ISHARES BITCOIN TRUST ETF | 9801 | 486625 | SHS BEN INT |
| ROCKWELL AUTOMATION INC | 1249 | 485879 | COM |
| BALL CORP | 9148 | 484564 | COM |
| ONEOK INC NEW | 6592 | 484526 | COM |
| AXON ENTERPRISE INC | 852 | 483876 | COM |
| COINBASE GLOBAL INC | 2139 | 483708 | COM CL A |
| UNITED AIRLS HLDGS INC | 4323 | 483427 | COM |
| SPDR SER TR | 5365 | 478548 | BBG CONV SEC ETF |
| PULTE GROUP INC | 4066 | 476834 | COM |
| EOG RES INC | 4497 | 472265 | COM |
| ELEVANCE HEALTH INC | 1341 | 470122 | COM |
| AIRBNB INC | 3436 | 466326 | COM CL A |
| VANGUARD INDEX FDS | 2224 | 465122 | EXTEND MKT ETF |
| INNOVATOR ETFS TRUST | 11762 | 460132 | US EQT PWR BUF |
| MONOLITHIC PWR SYS INC | 507 | 459317 | COM |
| ISHARES TR | 8661 | 458005 | ISHS 1-5YR INVS |
| ISHARES TR | 4772 | 453736 | ESG AW MSCI EAFE |
| BP PLC | 13029 | 452498 | SPONSORED ADR |
| VERTIV HOLDINGS CO | 2793 | 452489 | COM CL A |
| ALNYLAM PHARMACEUTICALS INC | 1136 | 451810 | COM |
| BROOKFIELD CORP | 9822 | 450750 | CL A LTD VT SH |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.