Sequoia Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Sequoia Financial Advisors, LLC held in its portfolio 500 assets valued at $17,931,293,096 (i.e. $17.93B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($1.25B), EA SERIES TRUST ($1.00B), and APPLE INC ($542.15M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sequoia Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 3715482 | 1245690032 | TOTAL STK MKT |
| EA SERIES TRUST | 31787963 | 1004099090 | SEQUOIA GLOBAL V |
| APPLE INC | 1994220 | 542148685 | COM |
| ISHARES TR | 5815625 | 492234470 | CORE MSCI TOTAL |
| NVIDIA CORPORATION | 2627032 | 489941420 | COM |
| VANGUARD SCOTTSDALE FDS | 3545177 | 431625339 | VNG RUS1000GRW |
| MICROSOFT CORP | 852389 | 412232008 | COM |
| ETF SER SOLUTIONS | 5752460 | 338819877 | DISTILLATE US |
| DIMENSIONAL ETF TRUST | 7125424 | 333469856 | US CORE EQT MKT |
| VANGUARD SCOTTSDALE FDS | 3449814 | 275053711 | SHRT TRM CORP BD |
| J P MORGAN EXCHANGE TRADED F | 5592163 | 258861268 | INCOME ETF |
| AMAZON COM INC | 1118435 | 258157066 | COM |
| PIMCO ETF TR | 9459806 | 252387627 | MULTISECTOR BD |
| BLACKROCK ETF TRUST II | 4686138 | 247287476 | ISHARES FLEXIBLE |
| VANGUARD BD INDEX FDS | 2928028 | 230757899 | SHORT TRM BOND |
| BROADCOM INC | 633547 | 219270578 | COM |
| ALPHABET INC | 637767 | 200131321 | CAP STK CL C |
| ISHARES TR | 1766391 | 189198160 | NATIONAL MUN ETF |
| SPDR GOLD TR | 473342 | 187552740 | GOLD SHS |
| T ROWE PRICE ETF INC | 4141709 | 186252633 | PRICE DIV GRWT |
| ISHARES TR | 1246414 | 176355069 | MSCI ACWI ETF |
| META PLATFORMS INC | 252334 | 166563771 | CL A |
| DIMENSIONAL ETF TRUST | 4967176 | 164314193 | EMERGING MKTS CO |
| ELI LILLY & CO | 147690 | 158719012 | COM |
| DIMENSIONAL ETF TRUST | 4880486 | 154540600 | INTL HIGH PROFIT |
| VANGUARD INDEX FDS | 309261 | 150876520 | GROWTH ETF |
| ALPHABET INC | 467267 | 146254760 | CAP STK CL A |
| VANGUARD INDEX FDS | 741134 | 141549156 | VALUE ETF |
| BERKSHIRE HATHAWAY INC DEL | 280775 | 141131410 | CL B NEW |
| SPDR INDEX SHS FDS | 1738053 | 133326036 | PORTFLI MSCI GBL |
| GOLDMAN SACHS GROUP INC | 146673 | 128925246 | COM |
| JPMORGAN CHASE & CO. | 393983 | 126949221 | COM |
| RTX CORPORATION | 615114 | 112811904 | COM |
| PACER FDS TR | 1801161 | 108375865 | US CASH COWS 100 |
| SPDR S&P 500 ETF TR | 158210 | 107886845 | TR UNIT |
| AMERICAN CENTY ETF TR | 1014293 | 103437638 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 1376776 | 102115483 | US EQUITY MARKET |
| CATERPILLAR INC | 177241 | 101536375 | COM |
| DIMENSIONAL ETF TRUST | 2654500 | 101162994 | INTL CORE EQT MK |
| ISHARES TR | 964982 | 96864889 | 0-3 MNTH TREASRY |
| VISA INC | 270182 | 94755366 | COM CL A |
| WYNN RESORTS LTD | 770178 | 92675529 | COM |
| WALMART INC | 816420 | 90957277 | COM |
| SALESFORCE INC | 329731 | 87349042 | COM |
| VANGUARD MUN BD FDS | 1705535 | 85771361 | TAX EXEMPT BD |
| ISHARES TR | 689326 | 82843183 | CORE S&P SCP ETF |
| EXXON MOBIL CORP | 676394 | 81397216 | COM |
| VANGUARD WORLD FD | 565790 | 79866964 | MEGA CAP VAL ETF |
| DIMENSIONAL ETF TRUST | 1339926 | 79779208 | US TARGETED VLU |
| VANGUARD SPECIALIZED FUNDS | 348480 | 76588719 | DIV APP ETF |
| COSTCO WHSL CORP NEW | 88744 | 76527911 | COM |
| SPDR SERIES TRUST | 920870 | 71505591 | STATE STREET SPD |
| ISHARES TR | 695290 | 71295061 | CORE S&P US VLU |
| HOME DEPOT INC | 204453 | 70352360 | COM |
| INVESCO QQQ TR | 109159 | 67057371 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 1286363 | 64189507 | INTERNATNAL VAL |
| ISHARES TR | 92974 | 63681702 | CORE S&P500 ETF |
| INTERNATIONAL BUSINESS MACHS | 206622 | 61203439 | COM |
| AMERICAN CENTY ETF TR | 636545 | 59816136 | INTL SMCP VLU |
| PACER FDS TR | 1536927 | 59448318 | DEVELOPED MRKT |
| VANGUARD TAX-MANAGED FDS | 926457 | 57875763 | VAN FTSE DEV MKT |
| QUANTA SVCS INC | 130436 | 55051760 | COM |
| BROOKFIELD CORP | 1195653 | 54868539 | CL A LTD VT SH |
| AMGEN INC | 166255 | 54416882 | COM |
| BANK AMERICA CORP | 988882 | 54388501 | COM |
| EATON CORP PLC | 161758 | 51521485 | SHS |
| PARKER-HANNIFIN CORP | 56294 | 49480609 | COM |
| TESLA INC | 109703 | 49335485 | COM |
| MORGAN STANLEY | 271375 | 48177255 | COM NEW |
| PROCTER AND GAMBLE CO | 330408 | 47350704 | COM |
| SHERWIN WILLIAMS CO | 144944 | 46966214 | COM |
| XYLEM INC | 344214 | 46875069 | COM |
| BLACKROCK INC | 43750 | 46827030 | COM |
| ABBOTT LABS | 367423 | 46034490 | COM |
| WASTE MGMT INC DEL | 204069 | 44835998 | COM |
| MCDONALDS CORP | 141831 | 43347738 | COM |
| ORACLE CORP | 220514 | 42980457 | COM |
| INVESCO EXCHANGE TRADED FD T | 561746 | 42158999 | S&P500 QUALITY |
| PALANTIR TECHNOLOGIES INC | 234061 | 41604344 | CL A |
| DIMENSIONAL ETF TRUST | 849872 | 40938345 | NATL MUN BD ETF |
| PALO ALTO NETWORKS INC | 221141 | 40734112 | COM |
| JOHNSON & JOHNSON | 187798 | 38864885 | COM |
| ISHARES TR | 580283 | 38298659 | CORE S&P MCP ETF |
| SCHWAB STRATEGIC TR | 1420177 | 38216960 | US LRG CAP ETF |
| ACCENTURE PLC IRELAND | 141484 | 37960185 | SHS CLASS A |
| SCHWAB CHARLES CORP | 359002 | 35867944 | COM |
| VANGUARD SCOTTSDALE FDS | 386206 | 35646852 | VNG RUS1000VAL |
| SCHWAB STRATEGIC TR | 1075135 | 35070900 | US LCAP GR ETF |
| TJX COS INC NEW | 228133 | 35043535 | COM |
| GALLAGHER ARTHUR J & CO | 132594 | 34314110 | COM |
| ABRDN PRECIOUS METALS BASKET | 166391 | 34209990 | PHYSCL PRECS MET |
| AMPLIFY ETF TR | 753857 | 33546637 | CWP ENHANCED DIV |
| VANGUARD INDEX FDS | 53327 | 33443108 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 853367 | 32453537 | US HIGH PROFITAB |
| DUPONT DE NEMOURS INC | 804520 | 32341701 | COM |
| MERCK & CO INC | 306143 | 32224599 | COM |
| LABCORP HOLDINGS INC | 127618 | 32016846 | COM SHS |
| BLACKSTONE INC | 206498 | 31829532 | COM |
| DIMENSIONAL ETF TRUST | 452836 | 31549044 | US SMALL CAP ETF |
| CITIGROUP INC | 268562 | 31338459 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 334688 | 31059073 | ACTIVE GROWTH |
| VANGUARD INDEX FDS | 346678 | 30677545 | REAL ESTATE ETF |
| ISHARES TR | 792855 | 29930259 | INTL EQTY FACTOR |
| ISHARES TR | 79320 | 29621340 | RUS 1000 ETF |
| NXP SEMICONDUCTORS N V | 132275 | 28711566 | COM |
| CHENIERE ENERGY INC | 144715 | 28131155 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 146212 | 28008277 | S&P500 EQL WGT |
| WELLS FARGO CO NEW | 299002 | 27867080 | COM |
| PROGRESSIVE CORP | 114860 | 26155894 | COM |
| GE AEROSPACE | 84662 | 26078356 | COM NEW |
| VICI PPTYS INC | 908306 | 25541566 | COM |
| ISHARES TR | 98842 | 24741188 | MSCI USA MMENTM |
| DIMENSIONAL ETF TRUST | 747768 | 24594105 | US SMALL CAP VAL |
| QUALCOMM INC | 143690 | 24578170 | COM |
| CHEVRON CORP NEW | 156752 | 23890502 | COM |
| ISHARES TR | 189930 | 23410815 | S&P 500 GRWT ETF |
| BLACKROCK ETF TRUST | 903402 | 23136120 | DYNAMIC EQTY ACT |
| ISHARES TR | 337299 | 22642883 | MSCI ACWI EX US |
| NORFOLK SOUTHN CORP | 77915 | 22495590 | COM |
| SCHWAB STRATEGIC TR | 497440 | 22482265 | FUNDAMENTAL INTL |
| AMERICAN EXPRESS CO | 60613 | 22423624 | COM |
| ISHARES TR | 962739 | 22220018 | IBONDS 2026 TERM |
| ISHARES TR | 108535 | 21557168 | MSCI USA QLT FCT |
| DIMENSIONAL ETF TRUST | 451026 | 21013306 | US MKTWIDE VALUE |
| ABBVIE INC | 91663 | 20944131 | COM |
| DIMENSIONAL ETF TRUST | 488685 | 20798423 | CORE FIXED INCOM |
| NETFLIX INC | 217499 | 20392754 | COM |
| HARBOR ETF TRUST | 1200422 | 20018842 | DIVIDEND GTH LEA |
| INVESCO EXCH TRD SLF IDX FD | 968703 | 19955274 | INVSCO BLSH 28 |
| AMPLIFY ETF TR | 519177 | 19910452 | CWP INTL ENHANCE |
| DIMENSIONAL ETF TRUST | 608324 | 19910432 | WORLD EX US CORE |
| INVESCO EXCH TRD SLF IDX FD | 943805 | 19701928 | BULLETSHS 2032 |
| MASTERCARD INCORPORATED | 34138 | 19488841 | CL A |
| GE VERNOVA INC | 29270 | 19130205 | COM |
| UNITEDHEALTH GROUP INC | 57701 | 19047895 | COM |
| DIMENSIONAL ETF TRUST | 496410 | 18863578 | INTL SMALL CAP V |
| TAIWAN SEMICONDUCTOR MFG LTD | 61909 | 18813481 | SPONSORED ADS |
| PEPSICO INC | 128279 | 18410648 | COM |
| BERKSHIRE HATHAWAY INC DEL | 24 | 18115200 | CL A |
| DIMENSIONAL ETF TRUST | 455552 | 18035311 | US CORE EQUITY 2 |
| COCA COLA CO | 255595 | 17868650 | COM |
| VANGUARD SCOTTSDALE FDS | 301219 | 17690585 | SHORT TERM TREAS |
| FIRST TR EXCHANGE-TRADED FD | 65646 | 17670635 | DJ INTERNT IDX |
| VANGUARD INDEX FDS | 54878 | 17275803 | LARGE CAP ETF |
| SELECT SECTOR SPDR TR | 119649 | 17225858 | STATE STREET TEC |
| BROOKFIELD INFRAST PARTNERS | 493220 | 17134452 | LP INT UNIT |
| ISHARES TR | 168392 | 16818949 | CORE US AGGBD ET |
| SERVICE CORP INTL | 213003 | 16607848 | COM |
| PHILIP MORRIS INTL INC | 102950 | 16513152 | COM |
| DIMENSIONAL ETF TRUST | 500402 | 16298080 | EMGR CRE EQT MNG |
| COMCAST CORP NEW | 542082 | 16202835 | CL A |
| GENERAL DYNAMICS CORP | 48111 | 16196892 | COM |
| UNION PAC CORP | 69464 | 16068318 | COM |
| AMERICAN CENTY ETF TR | 367012 | 15976041 | REAL ESTATE ETF |
| VANECK ETF TRUST | 153239 | 15869395 | MRNGSTR WDE MOAT |
| VANGUARD INDEX FDS | 74677 | 15815792 | SM CP VAL ETF |
| DIMENSIONAL ETF TRUST | 687487 | 15744269 | US REAL ESTATE E |
| ONEOK INC NEW | 210357 | 15461272 | COM |
| VANGUARD SCOTTSDALE FDS | 184143 | 15421945 | INT-TERM CORP |
| CISCO SYS INC | 197875 | 15242344 | COM |
| ISHARES TR | 170098 | 15216973 | CORE MSCI EAFE |
| BROOKFIELD ASSET MANAGMT LTD | 289430 | 15163264 | CL A LMT VTG SHS |
| DISNEY WALT CO | 129505 | 14733782 | COM |
| ISHARES TR | 156430 | 14729468 | MSCI USA MIN VOL |
| ISHARES TR | 206159 | 14721805 | EAFE VALUE ETF |
| ISHARES TR | 187107 | 14506405 | EAFE SML CP ETF |
| AMERICAN AXLE & MFG HLDGS IN | 2247585 | 14407020 | COM |
| VANGUARD INTL EQUITY INDEX F | 266751 | 14340516 | FTSE EMR MKT ETF |
| HUBBELL INC | 31275 | 13889470 | COM |
| SELECT SECTOR SPDR TR | 253569 | 13888005 | STATE STREET FIN |
| AMERICAN ELEC PWR CO INC | 118036 | 13610746 | COM |
| ZSCALER INC | 60480 | 13603133 | COM |
| INTUIT | 20513 | 13588220 | COM |
| SPDR INDEX SHS FDS | 371122 | 13330715 | MSCI ACWI EXUS |
| ISHARES TR | 28161 | 13328649 | RUS 1000 GRW ETF |
| ADVANCED MICRO DEVICES INC | 61553 | 13182218 | COM |
| VANGUARD STAR FDS | 173371 | 13079114 | VG TL INTL STK F |
| ISHARES TR | 122239 | 13042857 | SHRT NAT MUN ETF |
| VERIZON COMMUNICATIONS INC | 319967 | 13032257 | COM |
| BLACKROCK ETF TRUST | 520187 | 12903351 | DISCIPLINED VOLA |
| 3M CO | 78450 | 12559815 | COM |
| MICRON TECHNOLOGY INC | 43499 | 12414984 | COM |
| SCHWAB STRATEGIC TR | 469139 | 12305515 | US BRD MKT ETF |
| SELECT SECTOR SPDR TR | 78303 | 12146306 | STATE STREET IND |
| APPLIED MATLS INC | 47112 | 12107499 | COM |
| HUNTINGTON BANCSHARES INC | 691202 | 11992356 | COM |
| AT&T INC | 473089 | 11751528 | COM |
| LOWES COS INC | 47515 | 11458750 | COM |
| VANGUARD INTL EQUITY INDEX F | 80119 | 11301466 | TT WRLD ST ETF |
| APOLLO GLOBAL MGMT INC | 77766 | 11257337 | COM |
| VANGUARD INDEX FDS | 63199 | 11209518 | MCAP VL IDXVIP |
| ISHARES TR | 74339 | 11053451 | CORE S&P TTL STK |
| JEFFERIES FINL GROUP INC | 176605 | 10944184 | COM |
| BOEING CO | 50362 | 10934690 | COM |
| ISHARES TR | 44128 | 10862633 | RUSSELL 2000 ETF |
| ISHARES TR | 235569 | 10706572 | MSCI INTL QUALTY |
| SCHWAB STRATEGIC TR | 389715 | 10689875 | US DIVIDEND EQ |
| NEXTERA ENERGY INC | 133063 | 10682343 | COM |
| LUMEN TECHNOLOGIES INC | 1368968 | 10636880 | COM |
| INVESCO EXCHANGE TRADED FD T | 145854 | 10502921 | S&P SMLCP MOMENT |
| FLEX LTD | 173277 | 10469397 | ORD |
| LAM RESEARCH CORP | 61151 | 10467867 | COM NEW |
| MPLX LP | 195035 | 10409030 | COM UNIT REP LTD |
| WILLIAMS SONOMA INC | 58132 | 10381779 | COM |
| VANGUARD BD INDEX FDS | 138470 | 10256426 | TOTAL BND MRKT |
| LOCKHEED MARTIN CORP | 21013 | 10163227 | COM |
| WISDOMTREE TR | 112047 | 10020363 | US QTLY DIV GRT |
| ISHARES TR | 204800 | 9824250 | MSCI INTL MOMENT |
| J P MORGAN EXCHANGE TRADED F | 193982 | 9796116 | MUNICIPAL ETF |
| J P MORGAN EXCHANGE TRADED F | 192256 | 9793491 | ULTRA SHT MUNCPL |
| WP CAREY INC | 150519 | 9687375 | COM |
| SCHWAB STRATEGIC TR | 384221 | 9236677 | INTL EQTY ETF |
| ISHARES INC | 77658 | 9221915 | MSCI GBL MIN VOL |
| BWX TECHNOLOGIES INC | 51510 | 8902980 | COM |
| THERMO FISHER SCIENTIFIC INC | 15344 | 8891299 | COM |
| CAMECO CORP | 96151 | 8796891 | COM |
| DIMENSIONAL ETF TRUST | 256135 | 8762379 | US LARGE CAP VAL |
| TRAVELERS COMPANIES INC | 30054 | 8717542 | COM |
| US BANCORP DEL | 162830 | 8688599 | COM NEW |
| VANGUARD WORLD FD | 11405 | 8596847 | INF TECH ETF |
| CHUBB LIMITED | 27280 | 8514600 | COM |
| SOUTHERN CO | 97526 | 8504213 | COM |
| SCHWAB STRATEGIC TR | 296514 | 8444712 | US SML CAP ETF |
| PFIZER INC | 338836 | 8437008 | COM |
| TRANSDIGM GROUP INC | 6321 | 8405700 | COM |
| VANGUARD WHITEHALL FDS | 58448 | 8388534 | HIGH DIV YLD |
| ROYAL CARIBBEAN GROUP | 29860 | 8328688 | COM |
| BRISTOL-MYERS SQUIBB CO | 153138 | 8260270 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 118945 | 8131081 | SHS REP COM UT |
| ISHARES TR | 84535 | 8117878 | MSCI EAFE ETF |
| RADNET INC | 113674 | 8110640 | COM |
| ISHARES TR | 57419 | 8104138 | SELECT DIVID ETF |
| TRADEWEB MKTS INC | 75274 | 8094998 | CL A |
| J P MORGAN EXCHANGE TRADED F | 158598 | 8023491 | ULTRA SHRT ETF |
| TEXAS INSTRS INC | 45945 | 7970938 | COM |
| FIRST TR EXCH TRADED FD III | 155328 | 7942692 | MANAGD MUN ETF |
| KEYSIGHT TECHNOLOGIES INC | 39009 | 7926310 | COM |
| DEERE & CO | 16946 | 7889580 | COM |
| BANK NEW YORK MELLON CORP | 67822 | 7873456 | COM |
| HONEYWELL INTL INC | 40344 | 7870618 | COM |
| ISHARES INC | 116610 | 7838536 | CORE MSCI EMKT |
| MCKESSON CORP | 9542 | 7827384 | COM |
| VANGUARD WELLINGTON FD | 60005 | 7822852 | US MINIMUM |
| DIMENSIONAL ETF TRUST | 236606 | 7793793 | INTL SMALL CAP E |
| MARTIN MARIETTA MATLS INC | 12424 | 7735973 | COM |
| NASDAQ INC | 78097 | 7585539 | COM |
| VANGUARD INDEX FDS | 29161 | 7522174 | SMALL CP ETF |
| AMERICAN CENTY ETF TR | 91265 | 7512935 | INTL EQT ETF |
| TRACTOR SUPPLY CO | 148143 | 7408622 | COM |
| CSX CORP | 203784 | 7387163 | COM |
| INVESCO EXCH TRADED FD TR II | 103111 | 7364155 | S&P500 LOW VOL |
| KRATOS DEFENSE & SEC SOLUTIO | 96580 | 7331389 | COM NEW |
| VANGUARD INTL EQUITY INDEX F | 99033 | 7284857 | ALLWRLD EX US |
| SNOWFLAKE INC | 33117 | 7264621 | COM SHS |
| CME GROUP INC | 26189 | 7151608 | COM |
| GLOBUS MED INC | 81161 | 7086167 | CL A |
| WATERS CORP | 18450 | 7007785 | COM |
| BOYD GAMING CORP | 81723 | 6966028 | COM |
| STERIS PLC | 27359 | 6936027 | SHS USD |
| BOOKING HOLDINGS INC | 1290 | 6909318 | COM |
| NVENT ELECTRIC PLC | 67450 | 6877836 | SHS |
| GLOBAL PMTS INC | 88719 | 6866867 | COM |
| ALTRIA GROUP INC | 118851 | 6852937 | COM |
| ITT INC | 39385 | 6833656 | COM |
| VANGUARD INTL EQUITY INDEX F | 47601 | 6822727 | FTSE SMCAP ETF |
| THE CIGNA GROUP | 24592 | 6768468 | COM |
| LINDE PLC | 15812 | 6742075 | SHS |
| ISHARES GOLD TR | 81290 | 6598298 | ISHARES NEW |
| CURTISS WRIGHT CORP | 11959 | 6592706 | COM |
| DIMENSIONAL ETF TRUST | 151333 | 6572384 | US SUSTAINABILTY |
| SELECT SECTOR SPDR TR | 55355 | 6516407 | STATE STREET COM |
| WOODWARD INC | 21504 | 6501209 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 77860 | 6462374 | CL A |
| PENN ENTERTAINMENT INC | 432295 | 6376353 | COM |
| INTUITIVE SURGICAL INC | 11181 | 6332530 | COM NEW |
| KINDER MORGAN INC DEL | 230285 | 6330533 | COM |
| APPLOVIN CORP | 9388 | 6326072 | COM CL A |
| ISHARES TR | 16028 | 6200278 | RUSSELL 3000 ETF |
| TEXTRON INC | 70715 | 6164198 | COM |
| VERTEX PHARMACEUTICALS INC | 13596 | 6163898 | COM |
| AIR LEASE CORP | 95522 | 6135360 | CL A |
| SELECT SECTOR SPDR TR | 136798 | 6116257 | STATE STREET ENE |
| UNITED PARCEL SERVICE INC | 60812 | 6031929 | CL B |
| ISHARES TR | 56131 | 6025715 | INTRM GOV CR ETF |
| AMPHENOL CORP NEW | 44585 | 6025274 | CL A |
| CVS HEALTH CORP | 75546 | 5995308 | COM |
| WESTERN ALLIANCE BANCORP | 70365 | 5915616 | COM |
| CAPITAL ONE FINL CORP | 24301 | 5889502 | COM |
| ZIMMER BIOMET HOLDINGS INC | 65014 | 5846103 | COM |
| ASML HOLDING N V | 5452 | 5832535 | N Y REGISTRY SHS |
| GILEAD SCIENCES INC | 47152 | 5787417 | COM |
| GENERAL MTRS CO | 70639 | 5744320 | COM |
| NOVARTIS AG | 41635 | 5740227 | SPONSORED ADR |
| SELECT SECTOR SPDR TR | 59997 | 5720873 | STATE STREET CON |
| ISHARES TR | 26792 | 5681784 | S&P 500 VAL ETF |
| ISHARES TR | 79967 | 5676073 | CORE MSCI EURO |
| AGILENT TECHNOLOGIES INC | 41570 | 5656402 | COM |
| EVERCORE INC | 16577 | 5640179 | CLASS A |
| KIMBERLY-CLARK CORP | 55851 | 5634820 | COM |
| DUKE ENERGY CORP NEW | 47962 | 5621533 | COM NEW |
| DANAHER CORPORATION | 24522 | 5613562 | COM |
| ISHARES TR | 110640 | 5596172 | ULTRA SHORT DUR |
| AMERICAN CENTY ETF TR | 72356 | 5572896 | AVANTIS EMGMKT |
| PIMCO ETF TR | 105702 | 5539843 | INTER MUN BD ACT |
| ISHARES TR | 79766 | 5537293 | CORE DIV GRWTH |
| KLA CORP | 4555 | 5534383 | COM NEW |
| MONSTER BEVERAGE CORP NEW | 71883 | 5511277 | COM |
| SERVICENOW INC | 35909 | 5500915 | COM |
| ROCKWELL AUTOMATION INC | 14009 | 5450420 | COM |
| BROOKFIELD RENEWABLE PARTNER | 201231 | 5427201 | PARTNERSHIP UNIT |
| ZIONS BANCORPORATION N A | 92241 | 5399785 | COM |
| ARISTA NETWORKS INC | 41194 | 5397691 | COM SHS |
| DELL TECHNOLOGIES INC | 42880 | 5397687 | CL C |
| MASCO CORP | 84872 | 5385975 | COM |
| ANALOG DEVICES INC | 19829 | 5377758 | COM |
| AON PLC | 15202 | 5364360 | SHS CL A |
| VEEVA SYS INC | 23880 | 5330761 | CL A COM |
| ISHARES TR | 24883 | 5233959 | RUS 1000 VAL ETF |
| ENBRIDGE INC | 108408 | 5185160 | COM |
| SEMPRA | 58147 | 5133838 | COM |
| CONOCOPHILLIPS | 54521 | 5103753 | COM |
| SYNOPSYS INC | 10838 | 5090608 | COM |
| ADOBE INC | 14528 | 5084563 | COM |
| ROPER TECHNOLOGIES INC | 11400 | 5074651 | COM |
| MEDTRONIC PLC | 52733 | 5065520 | SHS |
| F5 INC | 19787 | 5050762 | COM |
| ROBINHOOD MKTS INC | 44212 | 5000336 | COM CL A |
| S&P GLOBAL INC | 9547 | 4989313 | COM |
| VANGUARD WORLD FD | 17110 | 4925249 | HEALTH CAR ETF |
| STRYKER CORPORATION | 13997 | 4919721 | COM |
| CIMPRESS PLC | 73010 | 4861736 | SHS EURO |
| HSBC HLDGS PLC | 61723 | 4855731 | SPON ADR NEW |
| UBER TECHNOLOGIES INC | 59252 | 4841515 | COM |
| MARRIOTT INTL INC NEW | 15564 | 4828567 | CL A |
| INTEL CORP | 130801 | 4826543 | COM |
| ANNALY CAPITAL MANAGEMENT IN | 215243 | 4812839 | COM NEW |
| PHILLIPS 66 | 36616 | 4724955 | COM |
| INVESCO ACTIVELY MANAGED EXC | 93926 | 4719778 | ULTRA SHRT DUR |
| WISDOMTREE TR | 32474 | 4681422 | JAPN HEDGE EQT |
| DIGITAL RLTY TR INC | 30214 | 4674423 | COM |
| SCHWAB STRATEGIC TR | 157532 | 4664512 | US LCAP VA ETF |
| QUEST DIAGNOSTICS INC | 26702 | 4633574 | COM |
| VANGUARD MALVERN FDS | 93240 | 4611637 | STRM INFPROIDX |
| PIMCO ETF TR | 46774 | 4576836 | INV GRD CRP BD |
| BOSTON SCIENTIFIC CORP | 47551 | 4534002 | COM |
| SELECT SECTOR SPDR TR | 28890 | 4472070 | STATE STREET HEA |
| CONSTELLATION ENERGY CORP | 12388 | 4376277 | COM |
| WESCO INTL INC | 17797 | 4353955 | COM |
| FTAI AVIATION LTD | 22090 | 4348444 | SHS |
| PUBLIC STORAGE OPER CO | 16602 | 4308340 | COM |
| TEVA PHARMACEUTICAL INDS LTD | 137944 | 4305238 | SPONSORED ADS |
| COLGATE PALMOLIVE CO | 54339 | 4293887 | COM |
| CROWDSTRIKE HLDGS INC | 9104 | 4267452 | CL A |
| SCHWAB STRATEGIC TR | 141890 | 4231175 | INTERNL DIVID |
| INTERCONTINENTAL EXCHANGE IN | 26076 | 4223349 | COM |
| INNOVATOR ETFS TRUST | 99421 | 4207294 | US EQTY PWR BUF |
| GLOBE LIFE INC | 30032 | 4200229 | COM |
| CENCORA INC | 12428 | 4197436 | COM |
| SCHWAB STRATEGIC TR | 153759 | 4183787 | FUNDAMENTAL US L |
| SELECT SECTOR SPDR TR | 97661 | 4169131 | STATE STREET UTI |
| ISHARES TR | 31680 | 4168823 | S&P MC 400VL ETF |
| ISHARES TR | 43168 | 4155786 | RUS MID CAP ETF |
| AMERIPRISE FINL INC | 8447 | 4141871 | COM |
| FEDEX CORP | 14228 | 4109962 | COM |
| VALERO ENERGY CORP | 25224 | 4106288 | COM |
| PNC FINL SVCS GROUP INC | 19661 | 4103852 | COM |
| CORNING INC | 46815 | 4099096 | COM |
| ISHARES INC | 21918 | 4071707 | MSCI WORLD ETF |
| TARGET CORP | 41585 | 4064936 | COM |
| VANGUARD INDEX FDS | 13845 | 4018084 | MID CAP ETF |
| VONTIER CORPORATION | 107642 | 4002145 | COM |
| STARBUCKS CORP | 47392 | 3990863 | COM |
| PIMCO ETF TR | 39488 | 3962178 | ENHAN SHRT MA AC |
| INVESCO EXCH TRD SLF IDX FD | 169318 | 3919712 | BULSHS 2029 MUNI |
| C H ROBINSON WORLDWIDE INC | 24189 | 3888696 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 71830 | 3883848 | ACTIVE BOND ETF |
| ZURN ELKAY WATER SOLNS CORP | 83237 | 3869689 | COM |
| CREDIT ACCEP CORP MICH | 8698 | 3857216 | COM |
| ISHARES TR | 44454 | 3834175 | MSCI EAFE MIN VL |
| HARTFORD INSURANCE GROUP INC | 27756 | 3824823 | COM |
| ISHARES SILVER TR | 59027 | 3802528 | ISHARES |
| JOHNSON CTLS INTL PLC | 31276 | 3745353 | SHS |
| MARKEL GROUP INC | 1731 | 3720608 | COM |
| ROYAL BK CDA | 21672 | 3694828 | COM |
| EMERSON ELEC CO | 27751 | 3683134 | COM |
| ASTRAZENECA PLC | 39691 | 3648785 | SPONSORED ADR |
| CONSTELLIUM SE | 193482 | 3647136 | CL A SHS |
| SHOPIFY INC | 22569 | 3632879 | CL A SUB VTG SHS |
| L3HARRIS TECHNOLOGIES INC | 12357 | 3627781 | COM |
| MASTEC INC | 16647 | 3618659 | COM |
| INVESCO EXCH TRD SLF IDX FD | 143451 | 3605050 | INVESCO BULLETSH |
| AXIS CAP HLDGS LTD | 33497 | 3587194 | SHS |
| GAP INC | 139559 | 3572714 | COM |
| DIMENSIONAL ETF TRUST | 83154 | 3562731 | INTERNATIONAL |
| WELLTOWER INC | 19002 | 3526986 | COM |
| OREILLY AUTOMOTIVE INC | 38660 | 3526212 | COM |
| T-MOBILE US INC | 17367 | 3526210 | COM |
| REVVITY INC | 36359 | 3517771 | COM |
| ALLSTATE CORP | 16874 | 3512502 | COM |
| MARATHON PETE CORP | 21523 | 3500257 | COM |
| VANGUARD WELLINGTON FD | 26340 | 3497484 | US VALUE FACTR |
| LIBERTY GLOBAL LTD | 316124 | 3490009 | COM CL C |
| BROOKFIELD INFRASTRUCTURE CO | 76869 | 3489861 | COM SUB VTG A |
| VANGUARD WHITEHALL FDS | 38680 | 3481219 | INTL HIGH ETF |
| VANGUARD SCOTTSDALE FDS | 73716 | 3470544 | MTG-BKD SECS ETF |
| KKR & CO INC | 27085 | 3452828 | COM |
| ALIBABA GROUP HLDG LTD | 23515 | 3446879 | SPONSORED ADS |
| WISDOMTREE TR | 36898 | 3442584 | WISDOMTREE US VA |
| SCHWAB STRATEGIC TR | 114454 | 3441647 | US MID-CAP ETF |
| ISHARES TR | 31215 | 3439623 | IBOXX INV CP ETF |
| ISHARES BITCOIN TRUST ETF | 69191 | 3435338 | SHS BEN INT |
| SHELL PLC | 46455 | 3413517 | SPON ADS |
| VANGUARD CHARLOTTE FDS | 70082 | 3386377 | TOTAL INT BD ETF |
| ARCH CAP GROUP LTD | 35127 | 3369421 | ORD |
| CGI INC | 36449 | 3364244 | CL A SUB VTG |
| PROLOGIS INC. | 26192 | 3343633 | COM |
| WILLIAMS COS INC | 55551 | 3339170 | COM |
| COSTAR GROUP INC | 49364 | 3319210 | COM |
| AUTOMATIC DATA PROCESSING IN | 12900 | 3318166 | COM |
| FIDELITY MERRIMACK STR TR | 72039 | 3316646 | TOTAL BD ETF |
| XCEL ENERGY INC | 44852 | 3312774 | COM |
| DYNATRACE INC | 76395 | 3310960 | COM NEW |
| HEALTHEQUITY INC | 36141 | 3310877 | COM |
| FORD MTR CO | 251543 | 3300242 | COM |
| NEWMONT CORP | 32878 | 3282837 | COM |
| YUM BRANDS INC | 21682 | 3280051 | COM |
| CUMMINS INC | 6398 | 3265952 | COM |
| URBAN OUTFITTERS INC | 42768 | 3218720 | COM |
| ISHARES TR | 33710 | 3209906 | MBS ETF |
| TRUIST FINL CORP | 65118 | 3204481 | COM |
| SONY GROUP CORP | 125166 | 3204256 | SPONSORED ADR |
| MARSH & MCLENNAN COS INC | 17085 | 3169525 | COM |
| BLACKSTONE SECD LENDING FD | 120317 | 3167938 | COMMON STOCK |
| SPDR INDEX SHS FDS | 45006 | 3140048 | S&P GBLINF ETF |
| ELEVANCE HEALTH INC FORMERLY | 8952 | 3138156 | COM |
| ONTO INNOVATION INC | 19848 | 3133205 | COM |
| VANGUARD INDEX FDS | 10280 | 3105860 | SML CP GRW ETF |
| MOTOROLA SOLUTIONS INC | 8029 | 3077797 | COM NEW |
| DELTA AIR LINES INC DEL | 44302 | 3074573 | COM NEW |
| ITRON INC | 33089 | 3072645 | COM |
| ISHARES TR | 111488 | 3043628 | FALN ANGLS USD |
| FORTREA HLDGS INC | 175860 | 3033585 | COMMON STOCK |
| NU HLDGS LTD | 179537 | 3005449 | ORD SHS CL A |
| BHP GROUP LTD | 49391 | 2981755 | SPONSORED ADS |
| J P MORGAN EXCHANGE TRADED F | 47175 | 2980527 | US QUALTY FCTR |
| VANGUARD WORLD FD | 24588 | 2974165 | ESG US STK ETF |
| CINTAS CORP | 15813 | 2973921 | COM |
| MANULIFE FINL CORP | 81740 | 2965525 | COM |
| SLB LIMITED | 76951 | 2953388 | COM STK |
| INFOSYS LTD | 164991 | 2940136 | SPONSORED ADR |
| ELECTRONIC ARTS INC | 14352 | 2932542 | COM |
| VANGUARD WORLD FD | 40842 | 2925105 | ESG INTL STK ETF |
| HOWMET AEROSPACE INC | 14190 | 2909336 | COM |
| COMFORT SYS USA INC | 3117 | 2909133 | COM |
| MOODYS CORP | 5693 | 2908033 | COM |
| ROSS STORES INC | 16058 | 2892618 | COM |
| CONSOLIDATED EDISON INC | 28916 | 2871931 | COM |
| EBAY INC. | 32957 | 2870545 | COM |
| CINCINNATI FINL CORP | 17574 | 2870188 | COM |
| EDWARDS LIFESCIENCES CORP | 33380 | 2845675 | COM |
| HUNTINGTON INGALLS INDS INC | 8334 | 2834308 | COM |
| NORTHERN TR CORP | 20718 | 2829864 | COM |
| SCHWAB STRATEGIC TR | 86401 | 2829627 | EMRG MKTEQ ETF |
| VERTIV HOLDINGS CO | 17355 | 2811662 | COM CL A |
| VANECK ETF TRUST | 7785 | 2803637 | SEMICONDUCTR ETF |
| CDW CORP | 20535 | 2796803 | COM |
| BANCO BILBAO VIZCAYA ARGENTA | 119626 | 2788490 | SPONSORED ADR |
| CBRE GROUP INC | 17314 | 2783864 | CL A |
| SAP SE | 11328 | 2751667 | SPON ADR |
| AFLAC INC | 24939 | 2750025 | COM |
| PRUDENTIAL FINL INC | 24164 | 2727658 | COM |
| REALTY INCOME CORP | 48258 | 2720304 | COM |
| FIRST TR EXCH TRADED FD III | 56586 | 2712417 | MUNI HI INCM ETF |
| CARDINAL HEALTH INC | 13193 | 2711257 | COM |
| HDFC BANK LTD | 74198 | 2711195 | SPONSORED ADS |
| ZOETIS INC | 21547 | 2711096 | CL A |
| VANGUARD ADMIRAL FDS INC | 6095 | 2709824 | 500 GRTH IDX F |
| HILTON WORLDWIDE HLDGS INC | 9413 | 2703752 | COM |
| ISHARES TR | 19711 | 2699197 | RUS MD CP GR ETF |
| IDEXX LABS INC | 3985 | 2695690 | COM |
| ISHARES INC | 36471 | 2685694 | MSCI GBL GOLD MN |
| CRH PLC | 21485 | 2681353 | ORD |
| SCHWAB STRATEGIC TR | 83780 | 2655838 | LONG TERM US |
| CADENCE DESIGN SYSTEM INC | 8492 | 2654500 | COM |
| UNITED RENTALS INC | 3241 | 2623108 | COM |
| TE CONNECTIVITY PLC | 11508 | 2618160 | ORD SHS |
| SEAGATE TECHNOLOGY HLDNGS PL | 9478 | 2610188 | ORD SHS |
| CITIZENS FINL GROUP INC | 44558 | 2602608 | COM |
| KROGER CO | 41342 | 2583071 | COM |
| GRACO INC | 31006 | 2541589 | COM |
| D R HORTON INC | 17574 | 2531208 | COM |
| DTE ENERGY CO | 19608 | 2529092 | COM |
| HCA HEALTHCARE INC | 5402 | 2522158 | COM |
| TRANE TECHNOLOGIES PLC | 6467 | 2516868 | SHS |
| ISHARES TR | 13871 | 2513514 | RUS 2000 VAL ETF |
| BROOKFIELD RENEWABLE CORP | 65126 | 2496931 | CL A EX SUB VTG |
| ILLINOIS TOOL WKS INC | 10071 | 2480439 | COM |
| DIMENSIONAL ETF TRUST | 76643 | 2471728 | EMERGING MKTS HI |
| BANCO SANTANDER SA | 210642 | 2470831 | ADR |
| NISOURCE INC | 59157 | 2470386 | COM |
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