SIMON QUICK ADVISORS, LLC - 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, SIMON QUICK ADVISORS, LLC held in its portfolio 380 assets valued at $2,291,329,251 (i.e. $2.29B).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($214.52M), VANGUARD INDEX FDS ($156.34M), and VANGUARD INDEX FDS ($120.02M).
The chart below shows the top 10 valuable assets, and the table below shows the top 380 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SIMON QUICK ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 314580 | 214518689 | TR UNIT |
| VANGUARD INDEX FDS | 320457 | 156338261 | GROWTH ETF |
| VANGUARD INDEX FDS | 628428 | 120023525 | VALUE ETF |
| ISHARES TR | 249401 | 118041571 | RUS 1000 GRW ETF |
| SPDR SERIES TRUST | 1705442 | 98414488 | STATE STREET SPD |
| VANGUARD INDEX FDS | 149999 | 94068981 | S&P 500 ETF SHS |
| ISHARES TR | 133031 | 91118572 | CORE S&P500 ETF |
| APPLE INC | 286882 | 77991618 | COM |
| ISHARES TR | 443849 | 65995936 | CORE S&P TTL STK |
| JANUS DETROIT STR TR | 1303493 | 65930654 | HENDRSON AAA CL |
| VANGUARD TAX-MANAGED FDS | 990514 | 61877435 | VAN FTSE DEV MKT |
| AMAZON COM INC | 176604 | 40763636 | COM |
| VANGUARD INTL EQUITY INDEX F | 253333 | 35735168 | TT WRLD ST ETF |
| ISHARES TR | 375036 | 33550685 | CORE MSCI EAFE |
| BANK AMERICA CORP | 609187 | 33505277 | COM |
| ISHARES INC | 495516 | 33308612 | CORE MSCI EMKT |
| VANGUARD INTL EQUITY INDEX F | 614102 | 33014107 | FTSE EMR MKT ETF |
| ISHARES TR | 138576 | 29147983 | RUS 1000 VAL ETF |
| VANGUARD INDEX FDS | 74720 | 25051337 | TOTAL STK MKT |
| MICROSOFT CORP | 44482 | 21512439 | COM |
| VANGUARD INDEX FDS | 79554 | 20520947 | SMALL CP ETF |
| ISHARES TR | 183859 | 20252097 | TRUST ISHARE 0-1 |
| VANGUARD WORLD FD | 24514 | 18478391 | INF TECH ETF |
| SELECT SECTOR SPDR TR | 277367 | 15191366 | STATE STREET FIN |
| ISHARES TR | 292337 | 14786381 | ULTRA SHORT DUR |
| J P MORGAN EXCHANGE TRADED F | 277522 | 14039845 | ULTRA SHRT ETF |
| META PLATFORMS INC | 20344 | 13428651 | CL A |
| SELECT SECTOR SPDR TR | 82867 | 12827812 | STATE STREET HEA |
| SELECT SECTOR SPDR TR | 102572 | 12113815 | STATE STREET CON |
| ISHARES TR | 182707 | 12058666 | CORE S&P MCP ETF |
| PROVIDENT FINL SVCS INC | 600000 | 11850000 | COM |
| NVIDIA CORPORATION | 61298 | 11432085 | COM |
| SELECT SECTOR SPDR TR | 93461 | 11002229 | STATE STREET COM |
| BERKSHIRE HATHAWAY INC DEL | 21874 | 10994966 | CL B NEW |
| VANGUARD MUN BD FDS | 210266 | 10574265 | TAX EXEMPT BD |
| J P MORGAN EXCHANGE TRADED F | 205738 | 10480294 | ULTRA SHT MUNCPL |
| HUBBELL INC | 23596 | 10479310 | COM |
| ISHARES INC | 162435 | 10412084 | MSCI EURZONE ETF |
| ALPHABET INC | 33159 | 10405319 | CAP STK CL C |
| BROADCOM INC | 29426 | 10184190 | COM |
| BERKSHIRE HATHAWAY INC DEL | 13 | 9812400 | CL A |
| J P MORGAN EXCHANGE TRADED F | 173706 | 9779648 | BETABUILDERS DEV |
| ISHARES TR | 38831 | 9558562 | RUSSELL 2000 ETF |
| JPMORGAN CHASE & CO. | 28746 | 9262622 | COM |
| FRANKLIN TEMPLETON ETF TR | 271000 | 9146250 | FTSE UNTD KGDM |
| VANGUARD WORLD FD | 29279 | 8736268 | INDUSTRIAL ETF |
| FRANKLIN TEMPLETON ETF TR | 249121 | 8582218 | FTSE JAPAN ETF |
| ISHARES TR | 88337 | 8504163 | RUS MID CAP ETF |
| EXXON MOBIL CORP | 69406 | 8352352 | COM |
| VANGUARD SCOTTSDALE FDS | 171758 | 8086367 | MTG-BKD SECS ETF |
| SELECT SECTOR SPDR TR | 175184 | 7832459 | STATE STREET ENE |
| ALPHABET INC | 24845 | 7776453 | CAP STK CL A |
| CITIGROUP INC | 65668 | 7662812 | COM NEW |
| ELI LILLY & CO | 7017 | 7541353 | COM |
| VANGUARD INTL EQUITY INDEX F | 99088 | 7288889 | ALLWRLD EX US |
| J P MORGAN EXCHANGE TRADED F | 139525 | 7046013 | MUNICIPAL ETF |
| PROFESIONALLY MANAGED PORTFO | 106997 | 7009373 | AKRE FOCUS ETF |
| ISHARES TR | 67647 | 6790366 | 0-3 MNTH TREASRY |
| VANGUARD BD INDEX FDS | 88592 | 6562021 | TOTAL BND MRKT |
| MORGAN STANLEY | 34983 | 6210532 | COM NEW |
| ISHARES TR | 266230 | 6129957 | US TREAS BD ETF |
| ISHARES TR | 48281 | 5951148 | S&P 500 GRWT ETF |
| WILLIAMS COS INC | 98066 | 5894747 | COM |
| VANGUARD INDEX FDS | 18694 | 5884871 | LARGE CAP ETF |
| FRANKLIN TEMPLETON ETF TR | 120577 | 5823869 | FTSE CANADA |
| ADOBE INC | 16149 | 5651989 | COM |
| INTERNATIONAL BUSINESS MACHS | 18628 | 5517680 | COM |
| WALMART INC | 48085 | 5357126 | COM |
| TRUIST FINL CORP | 107651 | 5297506 | COM |
| COMPASS INC | 498465 | 5268775 | CL A |
| FIFTH THIRD BANCORP | 109300 | 5116333 | COM |
| KINDER MORGAN INC DEL | 185169 | 5090296 | COM |
| MEDTRONIC PLC | 48703 | 4678410 | SHS |
| ISHARES TR | 23483 | 4664176 | MSCI USA QLT FCT |
| TESLA INC | 10339 | 4649664 | COM |
| VANGUARD WORLD FD | 21982 | 4643478 | CONSUM STP ETF |
| EATON CORP PLC | 14558 | 4636878 | SHS |
| VANECK ETF TRUST | 95372 | 4497744 | INTRMDT MUNI ETF |
| ISHARES TR | 11405 | 4412103 | RUSSELL 3000 ETF |
| EMERSON ELEC CO | 33215 | 4408295 | COM |
| SPDR GOLD TR | 10943 | 4336820 | GOLD SHS |
| BLACKROCK INC | 3946 | 4223713 | COM |
| NETFLIX INC | 44726 | 4193539 | COM |
| GENERAL DYNAMICS CORP | 12266 | 4129490 | COM |
| VANGUARD SPECIALIZED FUNDS | 18321 | 4026645 | DIV APP ETF |
| VANGUARD INDEX FDS | 18612 | 3892142 | EXTEND MKT ETF |
| DIGITAL RLTY TR INC | 24795 | 3836034 | COM |
| VANGUARD CHARLOTTE FDS | 76565 | 3699621 | TOTAL INT BD ETF |
| INVESCO QQQ TR | 5995 | 3683060 | UNIT SER 1 |
| ISHARES TR | 11205 | 3619424 | RUS 2000 GRW ETF |
| AT&T INC | 145084 | 3603883 | COM |
| SELECT SECTOR SPDR TR | 88800 | 3583067 | STATE STREET REA |
| SCHWAB STRATEGIC TR | 129459 | 3551060 | US DIVIDEND EQ |
| FLEXSHARES TR | 148136 | 3550079 | IBOXX 5YR TRGT |
| XCEL ENERGY INC | 46436 | 3429763 | COM |
| SPDR INDEX SHS FDS | 72750 | 3405436 | PORTFOLIO EMG MK |
| VANGUARD SCOTTSDALE FDS | 42632 | 3399050 | SHRT TRM CORP BD |
| ISHARES TR | 23458 | 3310862 | SELECT DIVID ETF |
| FIRST TR EXCHANGE TRADED FD | 46119 | 3295203 | NASDAQ CYB ETF |
| VANGUARD WHITEHALL FDS | 22906 | 3287442 | HIGH DIV YLD |
| VANGUARD SCOTTSDALE FDS | 32734 | 3257642 | VNG RUS2000IDX |
| MCDONALDS CORP | 10417 | 3183748 | COM |
| ISHARES TR | 47317 | 3176372 | MSCI ACWI EX US |
| CATERPILLAR INC | 5434 | 3113007 | COM |
| PROSHARES TR | 29759 | 3097019 | S&P 500 DV ARIST |
| BJS WHSL CLUB HLDGS INC | 32521 | 2927866 | COM |
| JOHNSON & JOHNSON | 13848 | 2865840 | COM |
| ISHARES TR | 46668 | 2863548 | GLB INFRASTR ETF |
| WELLTOWER INC | 15356 | 2850227 | COM |
| FIDELITY COVINGTON TRUST | 51056 | 2819312 | MSCI UTILS INDEX |
| SPDR INDEX SHS FDS | 63037 | 2799478 | PORTFOLIO DEVLPD |
| CHEVRON CORP NEW | 18342 | 2795441 | COM |
| VANGUARD SCOTTSDALE FDS | 33268 | 2786195 | INT-TERM CORP |
| GILEAD SCIENCES INC | 21656 | 2658057 | COM |
| HOME DEPOT INC | 7635 | 2627232 | COM |
| CAPITAL ONE FINL CORP | 10342 | 2506487 | COM |
| ISHARES TR | 25807 | 2478206 | MSCI EAFE ETF |
| PINNACLE FINL PARTNERS INC | 24947 | 2380194 | COM |
| ISHARES SILVER TR | 36600 | 2357772 | ISHARES |
| VANGUARD SCOTTSDALE FDS | 18885 | 2299217 | VNG RUS1000GRW |
| VANGUARD INTL EQUITY INDEX F | 15658 | 2244284 | FTSE SMCAP ETF |
| VANGUARD STAR FDS | 29217 | 2204129 | VG TL INTL STK F |
| MP MATERIALS CORP | 43397 | 2192416 | COM CL A |
| SCHWAB STRATEGIC TR | 67014 | 2185997 | US LCAP GR ETF |
| VANGUARD WORLD FD | 15466 | 2183116 | MEGA CAP VAL ETF |
| PRINCIPAL FINANCIAL GROUP IN | 24459 | 2157528 | COM |
| VANGUARD WORLD FD | 10350 | 2148143 | MATERIALS ETF |
| ISHARES TR | 27677 | 2145820 | EAFE SML CP ETF |
| AMERICAN TOWER CORP NEW | 12061 | 2117550 | COM |
| SELECT SECTOR SPDR TR | 14610 | 2103421 | STATE STREET TEC |
| COSTCO WHSL CORP NEW | 2412 | 2079767 | COM |
| SCHWAB STRATEGIC TR | 76443 | 2057071 | US LRG CAP ETF |
| ISHARES BITCOIN TRUST ETF | 40970 | 2034161 | SHS BEN INT |
| VERIZON COMMUNICATIONS INC | 49760 | 2026741 | COM |
| ISHARES TR | 18901 | 2016769 | SHRT NAT MUN ETF |
| FRANKLIN TEMPLETON ETF TR | 80640 | 1942601 | FTSE LATN AMRC |
| ISHARES TR | 17444 | 1917319 | TIPS BD ETF |
| ISHARES TR | 50328 | 1882016 | BROAD USD HIGH |
| ISHARES TR | 8725 | 1850353 | S&P 500 VAL ETF |
| PROCTER AND GAMBLE CO | 12768 | 1829711 | COM |
| TARGA RES CORP | 9905 | 1827473 | COM |
| VANGUARD ADMIRAL FDS INC | 4084 | 1815806 | 500 GRTH IDX F |
| ISHARES INC | 29882 | 1791725 | MSCI SWITZERLAND |
| RTX CORPORATION | 9473 | 1737348 | COM |
| INVESCO EXCH TRADED FD TR II | 74617 | 1730368 | NATL AMT MUNI |
| ABBVIE INC | 7500 | 1713675 | COM |
| WASTE MGMT INC DEL | 7781 | 1709564 | COM |
| FLEXSHARES TR | 37286 | 1709563 | MORNSTAR UPSTR |
| ISHARES TR | 32418 | 1705835 | US INFRASTRUC |
| INVESCO EXCH TRADED FD TR II | 78498 | 1700267 | EMRNG MKT SVRG |
| ISHARES TR | 12291 | 1680531 | MSCI USA VALUE |
| VANGUARD WORLD FD | 6652 | 1670837 | MEGA CAP INDEX |
| VANGUARD INDEX FDS | 5436 | 1642378 | SML CP GRW ETF |
| FIRST TR EXCHANGE-TRADED FD | 15050 | 1635043 | WTR ETF |
| BOOKING HOLDINGS INC | 289 | 1547690 | COM |
| VANGUARD INDEX FDS | 7299 | 1545937 | SM CP VAL ETF |
| TKO GROUP HOLDINGS INC | 7358 | 1537822 | CL A |
| FREEPORT-MCMORAN INC | 28651 | 1455184 | CL B |
| SEA LTD | 10797 | 1377373 | SPONSORD ADS |
| VICI PPTYS INC | 48975 | 1377189 | COM |
| ISHARES TR | 12464 | 1373393 | IBOXX INV CP ETF |
| PEPSICO INC | 9516 | 1365736 | COM |
| ISHARES TR | 24859 | 1360028 | MSCI EMG MKT ETF |
| SABRE CORP | 974807 | 1325738 | COM |
| ISHARES TR | 11414 | 1298000 | SP SMCP600VL ETF |
| ISHARES TR | 8887 | 1257427 | MSCI ACWI ETF |
| MAIN STR CAP CORP | 20550 | 1241015 | COM |
| VISA INC | 3473 | 1218075 | COM CL A |
| BALL CORP | 22821 | 1208812 | COM |
| ISHARES TR | 10025 | 1204861 | CORE S&P SCP ETF |
| ISHARES TR | 8924 | 1174370 | S&P MC 400VL ETF |
| VERTIV HOLDINGS CO | 7214 | 1168740 | COM CL A |
| VANGUARD INDEX FDS | 3959 | 1149023 | MID CAP ETF |
| VICOR CORP | 10262 | 1124715 | COM |
| VANGUARD WHITEHALL FDS | 12310 | 1107860 | INTL HIGH ETF |
| VANGUARD INDEX FDS | 3967 | 1107439 | MCAP GR IDXVIP |
| CISCO SYS INC | 13873 | 1068609 | COM |
| LAUDER ESTEE COS INC | 10074 | 1054995 | CL A |
| AUTOZONE INC | 310 | 1051365 | COM |
| SPDR INDEX SHS FDS | 16450 | 1022203 | GLB NAT RESRCE |
| GE AEROSPACE | 3291 | 1013727 | COM NEW |
| ISHARES GOLD TR | 12472 | 1012352 | ISHARES NEW |
| AUTOMATIC DATA PROCESSING IN | 3898 | 1002683 | COM |
| LINDE PLC | 2333 | 994736 | SHS |
| MASTERCARD INCORPORATED | 1739 | 992619 | CL A |
| MARTIN MARIETTA MATLS INC | 1583 | 985840 | COM |
| UBER TECHNOLOGIES INC | 11605 | 948274 | COM |
| PALO ALTO NETWORKS INC | 5018 | 924316 | COM |
| COMCAST CORP NEW | 30797 | 920517 | CL A |
| ISHARES TR | 16685 | 898991 | ISHS 5-10YR INVT |
| VANGUARD INDEX FDS | 10071 | 891150 | REAL ESTATE ETF |
| OMEGA HEALTHCARE INVS INC | 20090 | 890812 | COM |
| FLEXSHARES TR | 14652 | 886593 | STOXX GLOBR INF |
| ENERGY TRANSFER L P | 53680 | 885183 | COM UT LTD PTN |
| ISHARES TR | 10579 | 876153 | 1 3 YR TREAS BD |
| ENTERPRISE PRODS PARTNERS L | 26750 | 857612 | COM |
| UNITEDHEALTH GROUP INC | 2598 | 857511 | COM |
| VANECK ETF TRUST | 9850 | 844835 | GOLD MINERS ETF |
| PALANTIR TECHNOLOGIES INC | 4538 | 806561 | CL A |
| FLEXSHARES TR | 9871 | 799156 | QLT DIV DEF IDX |
| BECTON DICKINSON & CO | 4081 | 792000 | COM |
| BIOHAVEN LTD | 69897 | 789137 | COM |
| ZILLOW GROUP INC | 11343 | 773933 | CL A |
| DISNEY WALT CO | 6795 | 773040 | COM |
| ISHARES TR | 7558 | 754907 | CORE US AGGBD ET |
| DIMENSIONAL ETF TRUST | 12569 | 748358 | US TARGETED VLU |
| SPDR S&P MIDCAP 400 ETF TR | 1224 | 738251 | UTSER1 S&PDCRP |
| SCHWAB STRATEGIC TR | 24706 | 731554 | US LCAP VA ETF |
| SCHWAB STRATEGIC TR | 29941 | 719785 | INTL EQTY ETF |
| FLEXSHARES TR | 29762 | 716074 | IBOXX 3R TARGT |
| GOLDMAN SACHS GROUP INC | 814 | 715757 | COM |
| AMGEN INC | 2132 | 697678 | COM |
| VANECK ETF TRUST | 13644 | 697481 | HIGH YLD MUNIETF |
| WISDOMTREE TR | 7762 | 694156 | US QTLY DIV GRT |
| TAIWAN SEMICONDUCTOR MFG LTD | 2282 | 693329 | SPONSORED ADS |
| ABBOTT LABS | 5502 | 689346 | COM |
| WESTERN MIDSTREAM PARTNERS L | 17400 | 687300 | COM UNIT LP INT |
| VANGUARD ADMIRAL FDS INC | 6138 | 686180 | MIDCP 400 IDX |
| MERCK & CO INC | 6463 | 680271 | COM |
| WISDOMTREE TR | 11873 | 679611 | EMG MKTS SMCAP |
| CHENIERE ENERGY INC | 3449 | 670451 | COM NEW |
| DT MIDSTREAM INC | 5602 | 670447 | COMMON STOCK |
| CARPENTER TECHNOLOGY CORP | 2062 | 649200 | COM |
| GOLUB CAP BDC INC | 47332 | 642292 | COM |
| APPLIED MATLS INC | 2480 | 637335 | COM |
| ADVANCED MICRO DEVICES INC | 2920 | 625444 | COM |
| ORACLE CORP | 3181 | 620009 | COM |
| ISHARES INC | 8982 | 606106 | EM MKT SM-CP ETF |
| GE VERNOVA INC | 922 | 602592 | COM |
| SELECT SECTOR SPDR TR | 3875 | 601052 | STATE STREET IND |
| ALIBABA GROUP HLDG LTD | 4004 | 586906 | SPONSORED ADS |
| ISHARES INC | 11878 | 584754 | MSCI SWEDEN ETF |
| SHELL PLC | 7785 | 572066 | SPON ADS |
| INVESCO EXCH TRADED FD TR II | 50399 | 566485 | PFD ETF |
| STRYKER CORPORATION | 1603 | 563432 | COM |
| ACCENTURE PLC IRELAND | 2094 | 561847 | SHS CLASS A |
| MIRION TECHNOLOGIES INC | 23884 | 559363 | COM CL A |
| ASML HOLDING N V | 518 | 554679 | N Y REGISTRY SHS |
| ISHARES TR | 1445 | 539447 | RUS 1000 ETF |
| UNITED PARCEL SERVICE INC | 5387 | 534381 | CL B |
| QXO INC | 27616 | 532713 | COM NEW |
| DOUGLAS EMMETT INC | 48421 | 532150 | COM |
| DICKS SPORTING GOODS INC | 2667 | 527888 | COM |
| SCHWAB STRATEGIC TR | 11533 | 525098 | INTL SCEQT ETF |
| BLACKSTONE INC | 3354 | 517030 | COM |
| INTUIT | 775 | 513376 | COM |
| ISHARES TR | 5794 | 505005 | 20 YR TR BD ETF |
| ISHARES TR | 3508 | 480386 | RUS MD CP GR ETF |
| LAM RESEARCH CORP | 2769 | 473997 | COM NEW |
| BOEING CO | 2149 | 466644 | COM |
| PHILIP MORRIS INTL INC | 2877 | 461442 | COM |
| INVESCO EXCHANGE TRADED FD T | 9834 | 461420 | RAFI US 1000 ETF |
| AMPHENOL CORP NEW | 3338 | 451162 | CL A |
| ELECTRONIC ARTS INC | 2199 | 449246 | COM |
| ASTRAZENECA PLC | 4880 | 448604 | SPONSORED ADR |
| LIBERTY MEDIA CORP DEL | 4457 | 439059 | COM LBTY ONE S C |
| ISHARES TR | 1272 | 436128 | S&P 100 ETF |
| PRIMORIS SVCS CORP | 3503 | 434862 | COM |
| SELECT SECTOR SPDR TR | 10175 | 434384 | STATE STREET UTI |
| VIASAT INC | 12285 | 423341 | COM |
| ANTERO RESOURCES CORP | 12198 | 420343 | COM |
| CROWDSTRIKE HLDGS INC | 894 | 419071 | CL A |
| PLANET FITNESS INC | 3861 | 418803 | CL A |
| ISHARES TR | 18920 | 417564 | IBONDS DEC 2030 |
| ISHARES TR | 16343 | 416011 | IBDS DEC28 ETF |
| ISHARES TR | 17061 | 414241 | IBONDS 27 ETF |
| VANGUARD WORLD FD | 995 | 410706 | MEGA GRWTH IND |
| BANK NEW YORK MELLON CORP | 3506 | 407059 | COM |
| INVESCO EXCHANGE TRADED FD T | 3480 | 396289 | S&P 500 GARP ETF |
| COINBASE GLOBAL INC | 1732 | 391674 | COM CL A |
| ISHARES TR | 16604 | 388617 | IBONDS DEC 29 |
| VANECK ETF TRUST | 1059 | 381383 | SEMICONDUCTR ETF |
| CORNING INC | 4329 | 379047 | COM |
| WELLS FARGO CO NEW | 3997 | 372520 | COM |
| ISHARES TR | 2881 | 372083 | EXPND TEC SC ETF |
| THE CIGNA GROUP | 1350 | 371666 | COM |
| SALESFORCE INC | 1392 | 368873 | COM |
| ISHARES TR | 17387 | 367735 | IBONDS DEC 2031 |
| KLA CORP | 298 | 362094 | COM NEW |
| QUALCOMM INC | 2101 | 359376 | COM |
| CALUMET INC | 18036 | 358375 | COM |
| COCA COLA CO | 5098 | 356401 | COM |
| AMERICAN EXPRESS CO | 956 | 353764 | COM |
| TRACTOR SUPPLY CO | 6989 | 349509 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 4579 | 349057 | SHS |
| S&P GLOBAL INC | 663 | 346477 | COM |
| SEMPRA | 3873 | 341947 | COM |
| DEERE & CO | 732 | 340797 | COM |
| HILTON WORLDWIDE HLDGS INC | 1183 | 339817 | COM |
| DANAHER CORPORATION | 1482 | 339259 | COM |
| HONEYWELL INTL INC | 1724 | 336297 | COM |
| J P MORGAN EXCHANGE TRADED F | 5089 | 335416 | BETABULDRS JAPAN |
| CLEARSIGN TECHNOLOGIES CORP | 603149 | 335411 | COM |
| CASTLE BIOSCIENCES INC | 8561 | 333023 | COM |
| DIMENSIONAL ETF TRUST | 8395 | 332358 | US CORE EQUITY 2 |
| CONSOLIDATED EDISON INC | 3300 | 327756 | COM |
| CUMMINS INC | 615 | 313927 | COM |
| TAKE-TWO INTERACTIVE SOFTWAR | 1220 | 312357 | COM |
| SCHWAB CHARLES CORP | 3126 | 312319 | COM |
| REGENERON PHARMACEUTICALS | 404 | 311835 | COM |
| VISTRA CORP | 1908 | 307754 | COM |
| MICRON TECHNOLOGY INC | 1077 | 307512 | COM |
| CAMECO CORP | 3351 | 306583 | COM |
| PROGRESSIVE CORP | 1314 | 299224 | COM |
| WARNER BROS DISCOVERY INC | 10266 | 295866 | COM SER A |
| CSX CORP | 8160 | 295800 | COM |
| SCHWAB STRATEGIC TR | 9800 | 294675 | US MID-CAP ETF |
| ROBLOX CORP | 3590 | 290898 | CL A |
| PFIZER INC | 11584 | 288451 | COM |
| INTUITIVE SURGICAL INC | 502 | 284313 | COM NEW |
| ANTERO MIDSTREAM CORP | 15607 | 277649 | COM |
| ROLLINS INC | 4605 | 276408 | COM |
| TERRESTRIAL ENERGY INC | 45000 | 274950 | COM SHS |
| MANNKIND CORP | 47600 | 269892 | COM NEW |
| CLEARWAY ENERGY INC | 8034 | 267211 | CL C |
| DBX ETF TR | 5550 | 267011 | XTRACK MSCI EAFE |
| PARKER-HANNIFIN CORP | 303 | 266325 | COM |
| PINTEREST INC | 10237 | 265036 | CL A |
| INTERCONTINENTAL EXCHANGE IN | 1632 | 264319 | COM |
| TJX COS INC NEW | 1719 | 264056 | COM |
| ISHARES INC | 3566 | 259168 | MSCI EMRG CHN |
| LIBERTY LIVE HOLDINGS INC | 3108 | 258461 | COM SHS SER C |
| CONOCOPHILLIPS | 2744 | 256866 | COM |
| ONEOK INC NEW | 3461 | 254384 | COM |
| ONESPAWORLD HOLDINGS LIMITED | 12222 | 253484 | COM |
| SPINNAKER ETF SERIES | 6011 | 253243 | SELECT STOXX EUR |
| SAP SE | 1040 | 252592 | SPON ADR |
| SONY GROUP CORP | 9860 | 252416 | SPONSORED ADR |
| CHART INDS INC | 1214 | 250363 | COM |
| SOUTHERN CO | 2867 | 250020 | COM |
| STRATEGY INC | 1631 | 247800 | CL A NEW |
| SCHWAB STRATEGIC TR | 9375 | 245906 | US BRD MKT ETF |
| PAYPAL HLDGS INC | 4202 | 245340 | COM |
| WESCO INTL INC | 996 | 243661 | COM |
| ALTRIA GROUP INC | 4203 | 242320 | COM |
| HEICO CORP NEW | 731 | 236641 | COM |
| MPLX LP | 4400 | 234828 | COM UNIT REP LTD |
| CASEYS GEN STORES INC | 424 | 234349 | COM |
| INSPIRED ENTMT INC | 25000 | 234000 | COM |
| T-MOBILE US INC | 1146 | 232684 | COM |
| LINDBLAD EXPEDITIONS HLDGS I | 16118 | 232422 | COM |
| FLEXSHARES TR | 3066 | 231084 | FLEXSHARES ULTRA |
| ROYAL CARIBBEAN GROUP | 817 | 227838 | COM |
| NOVARTIS AG | 1642 | 226383 | SPONSORED ADR |
| THERMO FISHER SCIENTIFIC INC | 390 | 225986 | COM |
| MOELIS & CO | 3280 | 225467 | CL A |
| PACER FDS TR | 3736 | 224795 | US CASH COWS 100 |
| CIRCLE INTERNET GROUP INC | 2831 | 224498 | COM CL A |
| SCHWAB STRATEGIC TR | 7807 | 222335 | US SML CAP ETF |
| TRANSDIGM GROUP INC | 166 | 220755 | COM |
| ISHARES TR | 4157 | 219067 | HDG MSCI JAPAN |
| J P MORGAN EXCHANGE TRADED F | 2355 | 219015 | BETABUILDERS CDA |
| SYSCO CORP | 2967 | 218638 | COM |
| TEXAS INSTRS INC | 1260 | 218597 | COM |
| RESMED INC | 907 | 218469 | COM |
| INTEL CORP | 5913 | 218190 | COM |
| WORKDAY INC | 1010 | 216928 | CL A |
| NORTHROP GRUMMAN CORP | 380 | 216680 | COM |
| ISHARES TR | 2058 | 216101 | GLOBAL TECH ETF |
| MCKESSON CORP | 263 | 215736 | COM |
| NGL ENERGY PARTNERS LP | 21500 | 215000 | COM UNIT REPST |
| SPOTIFY TECHNOLOGY S A | 369 | 214282 | SHS |
| GLOBAL X FDS | 4470 | 213621 | US INFR DEV ETF |
| SCHWAB STRATEGIC TR | 6384 | 209081 | EMRG MKTEQ ETF |
| ISHARES TR | 4912 | 205972 | GLOBAL ENERG ETF |
| BROWN & BROWN INC | 2574 | 205157 | COM |
| ISHARES TR | 1993 | 204368 | CORE S&P US VLU |
| COLGATE PALMOLIVE CO | 2581 | 203951 | COM |
| ISHARES TR | 1609 | 203782 | GLOBAL 100 ETF |
| NEWAMSTERDAM PHARMA COMPANY | 5763 | 202166 | ORDINARY SHARES |
| MITSUBISHI UFJ FINL GROUP IN | 10200 | 161772 | SPONSORED ADS |
| AUTHID INC | 173302 | 151587 | COM |
| EATON VANCE MUNI INCOME TRUS | 10771 | 115896 | SH BEN INT |
| ENOVIX CORPORATION | 13194 | 96448 | COM |
| MIZUHO FINANCIAL GROUP INC | 10309 | 75462 | SPONSORED ADR |
| SELLAS LIFE SCIENCES GROUP I | 20000 | 75400 | COM NEW |
| EMPIRE ST RLTY OP L P | 10737 | 68073 | UNIT LTD PRT 60 |
| NEXGEL INC | 35715 | 57501 | COM |
| LLOYDS BANKING GROUP PLC | 10253 | 54341 | SPONSORED ADR |
| PLUG POWER INC | 16613 | 32728 | COM NEW |
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