Soltis Investment Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Soltis Investment Advisors LLC held in its portfolio 500 assets valued at $1,540,759,081 (i.e. $1.54B).
The most valuable assets in the portfolio included: MICROSOFT CORP ($107.16M), NVIDIA CORPORATION ($78.83M), and APPLE INC ($70.11M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Soltis Investment Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 221573 | 107156954 | COM |
| NVIDIA CORPORATION | 422676 | 78829035 | COM |
| APPLE INC | 257904 | 70113717 | COM |
| VANGUARD BD INDEX FDS | 904116 | 66967862 | TOTAL BND MRKT |
| AMAZON COM INC | 190580 | 43989590 | COM |
| ISHARES TR | 51156 | 35038613 | CORE S&P500 ETF |
| ALPHABET INC | 96467 | 30194124 | CAP STK CL A |
| SPDR S&P 500 ETF TR | 38672 | 26371382 | TR UNIT |
| SECURITY NATL FINL CORP | 2612979 | 23542941 | CL A NEW |
| J P MORGAN EXCHANGE TRADED F | 427796 | 21642180 | ULTRA SHRT ETF |
| TESLA INC | 45798 | 20596492 | COM |
| ISHARES TR | 298133 | 19676806 | CORE S&P MCP ETF |
| SCHWAB STRATEGIC TR | 767512 | 18450995 | INTL EQTY ETF |
| META PLATFORMS INC | 24469 | 16151610 | CL A |
| INNOVATOR ETFS TRUST | 308310 | 13448681 | US EQTY PWR BUF |
| INVESCO QQQ TR | 21443 | 13172546 | UNIT SER 1 |
| MFS ACTIVE EXCHANGE TRADED F | 427146 | 13006591 | INTERNATINL ETF |
| NIKE INC | 202466 | 12899126 | CL B |
| JOHNSON & JOHNSON | 58690 | 12145955 | COM |
| INNOVATOR ETFS TRUST | 458235 | 12123337 | EQUITY DEFINED P |
| RIO TINTO PLC | 151125 | 12094520 | SPONSORED ADR |
| VANGUARD INDEX FDS | 18814 | 11798803 | S&P 500 ETF SHS |
| CHEVRON CORP NEW | 75469 | 11502239 | COM |
| ALPHABET INC | 34585 | 10852893 | CAP STK CL C |
| BROADCOM INC | 30171 | 10442065 | COM |
| JPMORGAN CHASE & CO. | 32099 | 10342817 | COM |
| MEDTRONIC PLC | 102027 | 9800696 | SHS |
| VANGUARD INTL EQUITY INDEX F | 180146 | 9684674 | FTSE EMR MKT ETF |
| CITIGROUP INC | 82949 | 9679304 | COM NEW |
| LOCKHEED MARTIN CORP | 19758 | 9556343 | COM |
| REALTY INCOME CORP | 165963 | 9355313 | COM |
| LAM RESEARCH CORP | 54384 | 9309515 | COM NEW |
| UNITEDHEALTH GROUP INC | 28144 | 9290573 | COM |
| ENBRIDGE INC | 184381 | 8818925 | COM |
| ENTERGY CORP NEW | 95040 | 8784584 | COM |
| ISHARES TR | 72758 | 8744063 | CORE S&P SCP ETF |
| HERSHEY CO | 47056 | 8563275 | COM |
| VERIZON COMMUNICATIONS INC | 209756 | 8543365 | COM |
| PEPSICO INC | 59515 | 8541615 | COM |
| AMGEN INC | 25949 | 8493280 | COM |
| ISHARES TR | 68872 | 8489136 | S&P 500 GRWT ETF |
| AMERICAN ELEC PWR CO INC | 73120 | 8431518 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 27034 | 8215271 | SPONSORED ADS |
| COCA COLA CO | 115588 | 8080742 | COM |
| ABBVIE INC | 34077 | 7786364 | COM |
| AMERICAN TOWER CORP NEW | 44156 | 7752421 | COM |
| SLB LIMITED | 200497 | 7695080 | COM STK |
| PAYCHEX INC | 66390 | 7447582 | COM |
| PROCTER AND GAMBLE CO | 50852 | 7287588 | COM |
| EQUITY RESIDENTIAL | 115484 | 7280099 | SH BEN INT |
| VANGUARD MUN BD FDS | 143833 | 7233362 | TAX EXEMPT BD |
| ISHARES TR | 34027 | 7216059 | S&P 500 VAL ETF |
| ACCENTURE PLC IRELAND | 26660 | 7152903 | SHS CLASS A |
| SERVICENOW INC | 46294 | 7091746 | COM |
| VISA INC | 20148 | 7066015 | COM CL A |
| MCKESSON CORP | 8301 | 6809233 | COM |
| ELI LILLY & CO | 6326 | 6798828 | COM |
| CLOUDFLARE INC | 34166 | 6735815 | CL A COM |
| APPLIED MATLS INC | 26044 | 6692990 | COM |
| EVERSOURCE ENERGY | 97638 | 6573976 | COM |
| BERKSHIRE HATHAWAY INC DEL | 12890 | 6479287 | CL B NEW |
| UNITED PARCEL SERVICE INC | 63447 | 6293307 | CL B |
| GENUINE PARTS CO | 49757 | 6118109 | COM |
| VANGUARD ADMIRAL FDS INC | 54672 | 6112328 | MIDCP 400 IDX |
| GENERAL DYNAMICS CORP | 17926 | 6034830 | COM |
| BOEING CO | 27315 | 5930600 | COM |
| BLUEROCK PVT REAL ESTATE FD | 385613 | 5784195 | COM |
| SHERWIN WILLIAMS CO | 17509 | 5673451 | COM |
| OREILLY AUTOMOTIVE INC | 61373 | 5597794 | COM |
| ISHARES TR | 65345 | 5530802 | CORE MSCI TOTAL |
| ISHARES TR | 37104 | 5517044 | CORE S&P TTL STK |
| ORACLE CORP | 27921 | 5442174 | COM |
| MASTERCARD INCORPORATED | 9027 | 5153220 | CL A |
| MERCK & CO INC | 46746 | 4920462 | COM |
| EVERGY INC | 67600 | 4900327 | COM |
| GLACIER BANCORP INC NEW | 107585 | 4739104 | COM |
| VANGUARD INDEX FDS | 13928 | 4669806 | TOTAL STK MKT |
| SIMON PPTY GROUP INC NEW | 25079 | 4642387 | COM |
| ARISTA NETWORKS INC | 35349 | 4631782 | COM SHS |
| ASML HOLDING N V | 4300 | 4600687 | N Y REGISTRY SHS |
| CORNING INC | 52069 | 4559149 | COM |
| FIRST TR EXCHANGE-TRADED FD | 125822 | 4488288 | LUNT US FACTOR |
| J P MORGAN EXCHANGE TRADED F | 77928 | 4460594 | EQUITY PREMIUM |
| PACER FDS TR | 102012 | 4378352 | LUNT LRG CP ALTR |
| TWILIO INC | 30191 | 4294340 | CL A |
| VANGUARD WORLD FD | 5626 | 4240834 | INF TECH ETF |
| BITWISE BITCOIN ETF TR | 89003 | 4232986 | SHS BEN INT |
| ISHARES TR | 43287 | 4193639 | S&P MC 400GR ETF |
| SELECT SECTOR SPDR TR | 29123 | 4192901 | STATE STREET TEC |
| VANGUARD INDEX FDS | 14389 | 4175885 | MID CAP ETF |
| NETFLIX INC | 43269 | 4056873 | COM |
| DOMINOS PIZZA INC | 9667 | 4029291 | COM |
| COMCAST CORP NEW | 131393 | 3927324 | CL A |
| SCHWAB STRATEGIC TR | 143131 | 3926074 | US DIVIDEND EQ |
| EXXON MOBIL CORP | 31520 | 3793112 | COM |
| ISHARES TR | 28769 | 3785723 | S&P MC 400VL ETF |
| COSTCO WHSL CORP NEW | 4258 | 3672113 | COM |
| S&P GLOBAL INC | 7017 | 3666797 | COM |
| ISHARES TR | 40707 | 3641604 | CORE MSCI EAFE |
| ISHARES TR | 7636 | 3614307 | RUS 1000 GRW ETF |
| HOWMET AEROSPACE INC | 17440 | 3575614 | COM |
| GE AEROSPACE | 11583 | 3567795 | COM NEW |
| PGIM ETF TR | 69736 | 3458215 | PGIM ULTRA SH BD |
| SIMPLIFY EXCHANGE TRADED FUN | 154563 | 3442112 | HIGH YIELD ETF |
| NORTHROP GRUMMAN CORP | 6002 | 3422259 | COM |
| FEDEX CORP | 11791 | 3405985 | COM |
| WILLIAMS SONOMA INC | 19011 | 3395236 | COM |
| MONSTER BEVERAGE CORP NEW | 43893 | 3365274 | COM |
| AUTODESK INC | 11264 | 3334320 | COM |
| COINBASE GLOBAL INC | 14572 | 3295342 | COM CL A |
| ALLISON TRANSMISSION HLDGS I | 33408 | 3270610 | COM |
| WELLS FARGO CO NEW | 34593 | 3224062 | COM |
| RTX CORPORATION | 17296 | 3172080 | COM |
| BOOKING HOLDINGS INC | 585 | 3133039 | COM |
| ISHARES TR | 30931 | 3089340 | CORE US AGGBD ET |
| ULTA BEAUTY INC | 5066 | 3064698 | COM |
| PACER FDS TR | 54091 | 3006360 | TRENDP US LAR CP |
| VANGUARD TAX-MANAGED FDS | 47609 | 2974157 | VAN FTSE DEV MKT |
| EATON CORP PLC | 9256 | 2948270 | SHS |
| WALMART INC | 25949 | 2891024 | COM |
| PALANTIR TECHNOLOGIES INC | 16249 | 2888322 | CL A |
| VANGUARD INDEX FDS | 32155 | 2845383 | REAL ESTATE ETF |
| ISHARES TR | 27522 | 2817976 | 0-5 YR TIPS ETF |
| SELECT SECTOR SPDR TR | 60172 | 2568743 | STATE STREET UTI |
| CAMBRIA ETF TR | 221978 | 2550530 | TAIL RISK |
| TRANE TECHNOLOGIES PLC | 6471 | 2518451 | SHS |
| VANGUARD INDEX FDS | 9762 | 2518027 | SMALL CP ETF |
| SSGA ACTIVE ETF TR | 58925 | 2431852 | STATE STREET BLA |
| ISHARES TR | 17093 | 2412782 | S&P SML 600 GWT |
| FAIR ISAAC CORP | 1407 | 2378542 | COM |
| ISHARES TR | 16721 | 2359956 | SELECT DIVID ETF |
| VANGUARD BD INDEX FDS | 29495 | 2324528 | SHORT TRM BOND |
| SPDR GOLD TR | 5820 | 2306471 | GOLD SHS |
| MARRIOTT INTL INC NEW | 7369 | 2286298 | CL A |
| HEICO CORP NEW | 6829 | 2209894 | COM |
| GE VERNOVA INC | 3341 | 2183674 | COM |
| SKYWEST INC | 21626 | 2171418 | COM |
| SPDR SERIES TRUST | 19990 | 2130642 | STATE STREET SPD |
| ALBEMARLE CORP | 15000 | 2121597 | COM |
| THERMO FISHER SCIENTIFIC INC | 3628 | 2102009 | COM |
| ISHARES TR | 18336 | 2085190 | SP SMCP600VL ETF |
| FIRST TR EXCHNG TRADED FD VI | 62142 | 2068845 | FT VEST LADDERED |
| PHILIP MORRIS INTL INC | 12526 | 2009097 | COM |
| ADOBE INC | 5738 | 2008244 | COM |
| HOME DEPOT INC | 5752 | 1979114 | COM |
| READY CAPITAL CORP | 897715 | 1957018 | COM |
| CONOCOPHILLIPS | 20822 | 1949125 | COM |
| VANGUARD SCOTTSDALE FDS | 24387 | 1944376 | SHRT TRM CORP BD |
| QUALCOMM INC | 10908 | 1865763 | COM |
| ISHARES TR | 9222 | 1831602 | MSCI USA QLT FCT |
| FIDELITY COVINGTON TRUST | 8145 | 1829848 | MSCI INFO TECH I |
| INNOVATOR ETFS TRUST | 36480 | 1818897 | LADERD ALCTN PWR |
| SALESFORCE INC | 6812 | 1804619 | COM |
| SELECT SECTOR SPDR TR | 17483 | 1804003 | STATE STREET CON |
| ANALOG DEVICES INC | 6630 | 1798121 | COM |
| SCHWAB STRATEGIC TR | 67562 | 1789717 | US TIPS ETF |
| GAP INC | 69217 | 1771955 | COM |
| INTEL CORP | 47192 | 1741391 | COM |
| CAPITAL ONE FINL CORP | 7110 | 1723161 | COM |
| GOLDMAN SACHS GROUP INC | 1933 | 1699244 | COM |
| INTERNATIONAL BUSINESS MACHS | 5717 | 1693295 | COM |
| SOFI TECHNOLOGIES INC | 64283 | 1682926 | COM |
| BANK AMERICA CORP | 30316 | 1667404 | COM |
| SCHWAB STRATEGIC TR | 50587 | 1656720 | EMRG MKTEQ ETF |
| BITWISE ETHEREUM ETF | 77236 | 1642815 | SHS |
| PIMCO ETF TR | 16368 | 1642331 | ENHAN SHRT MA AC |
| VANGUARD INDEX FDS | 8516 | 1626489 | VALUE ETF |
| VANGUARD INDEX FDS | 7368 | 1560426 | SM CP VAL ETF |
| STARBUCKS CORP | 18269 | 1538427 | COM |
| SELECT SECTOR SPDR TR | 13067 | 1538271 | STATE STREET COM |
| WISDOMTREE TR | 29771 | 1536176 | US MIDCAP DIVID |
| ISHARES TR | 14848 | 1522495 | CORE S&P US VLU |
| ISHARES TR | 6176 | 1520288 | RUSSELL 2000 ETF |
| SELECT SECTOR SPDR TR | 9810 | 1518643 | STATE STREET HEA |
| ADVANCED MICRO DEVICES INC | 6998 | 1498749 | COM |
| ZIONS BANCORPORATION N A | 25370 | 1485139 | COM |
| ISHARES TR | 13710 | 1462833 | SHRT NAT MUN ETF |
| FIDELITY COVINGTON TRUST | 54263 | 1459132 | MSCI RL EST ETF |
| AMERICAN EXPRESS CO | 3940 | 1457759 | COM |
| MICROCHIP TECHNOLOGY INC. | 22469 | 1431755 | COM |
| ISHARES TR | 12757 | 1402166 | TIPS BD ETF |
| HEICO CORP NEW | 5398 | 1362589 | CL A |
| HUNTINGTON INGALLS INDS INC | 4005 | 1361985 | COM |
| ISHARES TR | 16795 | 1354150 | IBOXX HI YD ETF |
| ISHARES SILVER TR | 20768 | 1337863 | ISHARES |
| FIDELITY COVINGTON TRUST | 23561 | 1335677 | HIGH DIVID ETF |
| GRAYSCALE BITCOIN TRUST ETF | 19519 | 1334328 | SHS REP COM UT |
| EQUITY LIFESTYLE PPTYS INC | 21821 | 1322571 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 17155 | 1307731 | SHS |
| SELECT SECTOR SPDR TR | 23844 | 1305933 | STATE STREET FIN |
| BITWISE 10 CRYPTO INDEX ETF | 22156 | 1301891 | UNIT BENEFICIAL |
| MICRON TECHNOLOGY INC | 4555 | 1300070 | COM |
| VANECK ETF TRUST | 122677 | 1289331 | MORTGAGE REIT |
| UBER TECHNOLOGIES INC | 15610 | 1275499 | COM |
| ISHARES TR | 57407 | 1273292 | MORTGE REL ETF |
| CROWDSTRIKE HLDGS INC | 2705 | 1267813 | CL A |
| VANGUARD INDEX FDS | 2577 | 1257364 | GROWTH ETF |
| AXIL BRANDS INC | 180002 | 1247414 | COM NEW |
| CATERPILLAR INC | 2173 | 1245093 | COM |
| ISHARES TR | 11379 | 1218815 | NATIONAL MUN ETF |
| MORGAN STANLEY | 6751 | 1198484 | COM NEW |
| ISHARES TR | 12582 | 1184719 | MSCI USA MIN VOL |
| HSBC HLDGS PLC | 14868 | 1169687 | SPON ADR NEW |
| CISCO SYS INC | 15124 | 1164977 | COM |
| INNOVATOR ETFS TRUST | 34092 | 1142439 | DEFINED WLT SHLD |
| SPDR DOW JONES INDL AVERAGE | 2363 | 1135716 | UT SER 1 |
| BITWISE FUNDS TRUST | 56967 | 1135357 | CRYPTO INDUSTRY |
| LOVESAC COMPANY | 76282 | 1125160 | COM |
| ISHARES INC | 16727 | 1124369 | CORE MSCI EMKT |
| COMFORT SYS USA INC | 1180 | 1101030 | COM |
| TRAVELERS COMPANIES INC | 3759 | 1090474 | COM |
| AUTOMATIC DATA PROCESSING IN | 4100 | 1054573 | COM |
| ABBOTT LABS | 8287 | 1038274 | COM |
| ISHARES TR | 2643 | 1022445 | RUSSELL 3000 ETF |
| SHOPIFY INC | 6315 | 1016594 | CL A SUB VTG SHS |
| SCHWAB STRATEGIC TR | 38462 | 1008849 | US BRD MKT ETF |
| INTUIT | 1518 | 1005726 | COM |
| J P MORGAN EXCHANGE TRADED F | 17292 | 1005008 | NASDAQ EQT PREM |
| ALTRIA GROUP INC | 16849 | 971511 | COM |
| NEXTERA ENERGY INC | 11994 | 962891 | COM |
| SCHWAB STRATEGIC TR | 28871 | 941770 | US LCAP GR ETF |
| GENERAL MTRS CO | 11402 | 927208 | COM |
| ISHARES TR | 7464 | 907647 | CORE HIGH DV ETF |
| TJX COS INC NEW | 5900 | 906359 | COM |
| THE CIGNA GROUP | 3251 | 894765 | COM |
| CHUBB LIMITED | 2866 | 894427 | COM |
| VANGUARD ADMIRAL FDS INC | 4327 | 886288 | 500 VAL IDX FD |
| COLGATE PALMOLIVE CO | 11027 | 871324 | COM |
| HCA HEALTHCARE INC | 1861 | 868655 | COM |
| INNOVATOR ETFS TRUST | 26605 | 867171 | INNOVATOR INTER |
| DISNEY WALT CO | 7606 | 865329 | COM |
| MCDONALDS CORP | 2808 | 858221 | COM |
| FIDELITY COVINGTON TRUST | 11538 | 845533 | MSCI COMMNTN SVC |
| VANGUARD WHITEHALL FDS | 12528 | 844745 | EM MK GOV BD ETF |
| PIMCO DYNAMIC INCOME FD | 47452 | 840377 | SHS |
| EMERSON ELEC CO | 6257 | 830381 | COM |
| PALO ALTO NETWORKS INC | 4421 | 814323 | COM |
| LINDE PLC | 1894 | 807589 | SHS |
| DELTA AIR LINES INC DEL | 11626 | 806843 | COM NEW |
| 3M CO | 5011 | 802242 | COM |
| STRYKER CORPORATION | 2264 | 795578 | COM |
| LOWES COS INC | 3254 | 784796 | COM |
| FREEPORT-MCMORAN INC | 15433 | 783862 | CL B |
| DUKE ENERGY CORP NEW | 6542 | 766837 | COM NEW |
| VANECK ETF TRUST | 2111 | 760218 | SEMICONDUCTR ETF |
| AFLAC INC | 6889 | 759675 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| VANGUARD CHARLOTTE FDS | 15406 | 744434 | TOTAL INT BD ETF |
| NORFOLK SOUTHN CORP | 2536 | 732258 | COM |
| PHILLIPS 66 | 5662 | 730646 | COM |
| ISHARES TR | 10488 | 728105 | CORE DIV GRWTH |
| ISHARES TR | 7533 | 723425 | MSCI EAFE ETF |
| DANAHER CORPORATION | 3156 | 722541 | COM |
| BRISTOL-MYERS SQUIBB CO | 13301 | 717436 | COM |
| SELECT SECTOR SPDR TR | 15965 | 713789 | STATE STREET ENE |
| ROYAL BK CDA | 4173 | 711436 | COM |
| GLOBAL X FDS | 7029 | 703712 | 1-3 MONTH T-BILL |
| UNION PAC CORP | 3035 | 702116 | COM |
| ZOETIS INC | 5574 | 701313 | CL A |
| VANGUARD BD INDEX FDS | 10069 | 699995 | LONG TERM BOND |
| BLACKROCK INC | 646 | 691424 | COM |
| VANGUARD ADMIRAL FDS INC | 6224 | 690569 | SMLLCP 600 IDX |
| APPLOVIN CORP | 1024 | 689688 | COM CL A |
| FIDELITY COVINGTON TRUST | 6701 | 684574 | MSCI CONSM DIS |
| SNOWFLAKE INC | 3110 | 682304 | COM SHS |
| PARKER-HANNIFIN CORP | 774 | 680090 | COM |
| CARRIER GLOBAL CORPORATION | 12855 | 679253 | COM |
| EXPEDITORS INTL WASH INC | 4532 | 675357 | COM |
| AON PLC | 1902 | 671308 | SHS CL A |
| ISHARES TR | 2678 | 670412 | MSCI USA MMENTM |
| REGENERON PHARMACEUTICALS | 862 | 665424 | COM |
| BLACKSTONE INC | 4290 | 661275 | COM |
| PNC FINL SVCS GROUP INC | 3161 | 659701 | COM |
| ISHARES TR | 1757 | 656190 | RUS 1000 ETF |
| MERIT MED SYS INC | 7406 | 652740 | COM |
| FIDELITY MERRIMACK STR TR | 14088 | 648633 | TOTAL BD ETF |
| ISHARES TR | 3854 | 647234 | CORE S&P US GWT |
| T-MOBILE US INC | 3168 | 643325 | COM |
| CVS HEALTH CORP | 8044 | 638386 | COM |
| FIRST TR EXCH TRADED FD III | 34994 | 637589 | PFD SECS INC ETF |
| JACOBS SOLUTIONS INC | 4809 | 637004 | COM |
| SELECT SECTOR SPDR TR | 4039 | 626461 | STATE STREET IND |
| VANGUARD WHITEHALL FDS | 4355 | 624994 | HIGH DIV YLD |
| FIDELITY MERRIMACK STR TR | 12256 | 620889 | LTD TRM BD ETF |
| VANGUARD INTL EQUITY INDEX F | 8400 | 617919 | ALLWRLD EX US |
| INNOVATOR ETFS TRUST | 14268 | 617079 | US EQTY PWR BF |
| AMPHENOL CORP NEW | 4522 | 611170 | CL A |
| VANGUARD ADMIRAL FDS INC | 1366 | 607362 | 500 GRTH IDX F |
| NEWMONT CORP | 6064 | 605512 | COM |
| DIMENSIONAL ETF TRUST | 8138 | 603581 | US EQUITY MARKET |
| INNOVATOR ETFS TRUST | 28027 | 598472 | EQUITY DUAL DIRC |
| ISHARES TR | 25769 | 593327 | US TREAS BD ETF |
| ISHARES TR | 2805 | 589920 | RUS 1000 VAL ETF |
| FS SPECIALTY LENDING FD | 41581 | 587955 | COM SH BEN INT |
| ISHARES GOLD TR | 7231 | 586901 | ISHARES NEW |
| PROGRESSIVE CORP | 2577 | 586823 | COM |
| GILEAD SCIENCES INC | 4777 | 586365 | COM |
| VANGUARD WELLINGTON FD | 3066 | 586314 | US MOMENTUM |
| EDWARDS LIFESCIENCES CORP | 6855 | 584410 | COM |
| CUMMINS INC | 1127 | 575119 | COM |
| J P MORGAN EXCHANGE TRADED F | 11617 | 570165 | US VALUE FACTR |
| HONEYWELL INTL INC | 2917 | 569141 | COM |
| OTIS WORLDWIDE CORP | 6394 | 558536 | COM |
| TARGA RES CORP | 3001 | 553733 | COM |
| INTUITIVE SURGICAL INC | 965 | 546704 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 10577 | 538779 | ULTRA SHT MUNCPL |
| PACCAR INC | 4888 | 535275 | COM |
| EXPEDIA GROUP INC | 1881 | 533039 | COM NEW |
| MEDALLION FINL CORP | 51762 | 532631 | COM |
| VANGUARD INTL EQUITY INDEX F | 3706 | 531170 | FTSE SMCAP ETF |
| ISHARES BITCOIN TRUST ETF | 10562 | 524405 | SHS BEN INT |
| GRAYSCALE ETHEREUM TRUST ETF | 21298 | 519043 | SHS |
| ISHARES TR | 5497 | 518776 | MORNINGSTR US EQ |
| SCHWAB CHARLES CORP | 5172 | 516718 | COM |
| FORD MTR CO | 39367 | 516498 | COM |
| INVESCO EXCHANGE TRADED FD T | 6796 | 510008 | S&P500 QUALITY |
| KLA CORP | 412 | 500456 | COM NEW |
| INVESCO EXCH TRADED FD TR II | 4072 | 485883 | S&P 500 MOMNTM |
| FS KKR CAP CORP | 32784 | 485525 | COM |
| INTERCONTINENTAL EXCHANGE IN | 2995 | 485110 | COM |
| TEXAS INSTRS INC | 2783 | 482881 | COM |
| AT&T INC | 19111 | 474709 | COM |
| ISHARES TR | 6678 | 474004 | CORE MSCI EURO |
| MARSH & MCLENNAN COS INC | 2529 | 469167 | COM |
| VANGUARD STAR FDS | 6211 | 468576 | VG TL INTL STK F |
| SCHWAB STRATEGIC TR | 15784 | 467371 | US LCAP VA ETF |
| SIMPLIFY EXCHANGE TRADED FUN | 19561 | 463687 | TREASURY OPT INC |
| WISDOMTREE TR | 7885 | 462608 | US QUALITY GROW |
| DEERE & CO | 988 | 460054 | COM |
| BOSTON SCIENTIFIC CORP | 4820 | 459621 | COM |
| GRAYSCALE COINDESK CRYPTO | 11121 | 459571 | USD SHS |
| SPROTT ASSET MANAGEMENT LP | 13788 | 455280 | PHYSICAL GOLD TR |
| WISDOMTREE TR | 5088 | 455039 | US QTLY DIV GRT |
| ENTERPRISE PRODS PARTNERS L | 13967 | 447793 | COM |
| GLOBAL X FDS | 8702 | 442592 | ARTIFICIAL ETF |
| DIMENSIONAL ETF TRUST | 11588 | 441616 | INTL CORE EQT MK |
| US BANCORP DEL | 8262 | 440838 | COM NEW |
| VANGUARD WORLD FD | 3492 | 439706 | ENERGY ETF |
| ABRDN INCOME CREDIT STRATEGI | 81010 | 438264 | COM |
| PFIZER INC | 17482 | 435307 | COM |
| ISHARES TR | 1442 | 434314 | ISHARES SEMICDTR |
| MONDELEZ INTL INC | 7870 | 423636 | CL A |
| STRATEGY INC | 2771 | 421079 | CL A NEW |
| VANGUARD INTL EQUITY INDEX F | 2970 | 418945 | TT WRLD ST ETF |
| AIRBNB INC | 3085 | 418687 | COM CL A |
| VANGUARD WORLD FD | 1425 | 410257 | HEALTH CAR ETF |
| SELECT SECTOR SPDR TR | 10127 | 408614 | STATE STREET REA |
| MARATHON PETE CORP | 2506 | 407628 | COM |
| FIDELITY COVINGTON TRUST | 8202 | 403481 | CONSMR STAPLES |
| LEIDOS HOLDINGS INC | 2225 | 401469 | COM |
| SOUTHERN CO | 4581 | 399479 | COM |
| GRAYSCALE BITCOIN MINI TR ET | 10246 | 396812 | SHS NEW |
| VERTEX PHARMACEUTICALS INC | 874 | 396257 | COM |
| ONEOK INC NEW | 5383 | 395647 | COM |
| PROLOGIS INC. | 3058 | 390387 | COM |
| FIDELITY COVINGTON TRUST | 10151 | 383496 | ENHANCED SMALL |
| BROOKFIELD REAL ASSETS INCOM | 29448 | 381646 | SHS BEN INT |
| ROBINHOOD MKTS INC | 3362 | 380270 | COM CL A |
| FORTIVE CORP | 6721 | 371079 | COM |
| VANECK ETF TRUST | 4325 | 370989 | GOLD MINERS ETF |
| FIRST TR EXCHANGE-TRADED FD | 9753 | 369346 | NO AMER ENERGY |
| ISHARES TR | 5483 | 368074 | MSCI ACWI EX US |
| ALIBABA GROUP HLDG LTD | 2511 | 368036 | SPONSORED ADS |
| CARNIVAL CORP | 11876 | 362693 | UNIT 99/99/9999 |
| MARVELL TECHNOLOGY INC | 4249 | 361057 | COM |
| JOHNSON CTLS INTL PLC | 3003 | 359640 | SHS |
| BLACKSTONE LONG SHORT CR INC | 30828 | 359454 | COM SHS BN INT |
| VANGUARD WORLD FD | 2685 | 358428 | FINANCIALS ETF |
| CONSTELLATION ENERGY CORP | 1008 | 356149 | COM |
| ATLASSIAN CORPORATION | 2165 | 351042 | CL A |
| INNOVATOR ETFS TRUST | 10584 | 346850 | US EQT ULTRA BF |
| WISDOMTREE TR | 7425 | 346811 | EMER MKT HIGH FD |
| ABRDN SILVER ETF TRUST | 5115 | 345980 | PHYSCL SILVR SHS |
| CLOROX CO DEL | 3415 | 344334 | COM |
| INVESCO EXCHANGE TRADED FD T | 5754 | 341093 | S&P 500 TOP 50 |
| INNOVATOR ETFS TRUST | 13576 | 334473 | EQUITY AUTOCALLA |
| CENTENE CORP DEL | 8083 | 332622 | COM |
| CBRE GROUP INC | 2056 | 330600 | CL A |
| SCHWAB STRATEGIC TR | 12242 | 329421 | US LRG CAP ETF |
| PG&E CORP | 20399 | 327816 | COM |
| AMERICAN INTL GROUP INC | 3817 | 326553 | COM NEW |
| FIDELITY COVINGTON TRUST | 4372 | 324773 | MSCI HLTH CARE I |
| AIR PRODS & CHEMS INC | 1306 | 322530 | COM |
| POOL CORP | 1406 | 321614 | COM |
| AMERICAN HEALTHCARE REIT INC | 6819 | 320902 | COM SHS |
| ISHARES TR | 3026 | 319830 | EXPANDED TECH |
| ASTRAZENECA PLC | 3470 | 318993 | SPONSORED ADR |
| WELLTOWER INC | 1701 | 315671 | COM |
| EQUINIX INC | 410 | 314287 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 1135 | 312569 | ORD SHS |
| COMMSCOPE HLDG CO INC | 17212 | 312059 | COM |
| FISERV INC | 4617 | 310120 | COM |
| ISHARES TR | 902 | 309412 | S&P 100 ETF |
| BP PLC | 8763 | 304340 | SPONSORED ADR |
| VANGUARD INDEX FDS | 1089 | 303999 | MCAP GR IDXVIP |
| SPDR INDEX SHS FDS | 6832 | 303417 | PORTFOLIO DEVLPD |
| VANGUARD MUN BD FDS | 3893 | 297627 | SHORT TAX EXEMPT |
| EDISON INTL | 4942 | 296635 | COM |
| PAYPAL HLDGS INC | 5071 | 296065 | COM |
| FORTINET INC | 3727 | 295949 | COM |
| INNOVATOR ETFS TRUST | 5824 | 295643 | US EQTY BUFR JUL |
| INNOVATOR ETFS TRUST | 6557 | 293855 | US EQTY BUFR MAY |
| MPLX LP | 5468 | 291844 | COM UNIT REP LTD |
| KKR & CO INC | 2288 | 291681 | COM |
| ROCKWELL AUTOMATION INC | 748 | 291142 | COM |
| INNOVATOR ETFS TRUST | 3970 | 288301 | GRWT100 PWR BUF |
| INNOVATOR ETFS TRUST | 10542 | 282898 | EQUITY DEFIN 1YR |
| J P MORGAN EXCHANGE TRADED F | 3042 | 282298 | ACTIVE GROWTH |
| WASTE MGMT INC DEL | 1285 | 282256 | COM |
| INNOVATOR ETFS TRUST | 5683 | 279888 | US EQTY BUF SEP |
| ROYAL CARIBBEAN GROUP | 1003 | 279790 | COM |
| VALERO ENERGY CORP | 1709 | 278145 | COM |
| BANK NEW YORK MELLON CORP | 2391 | 277524 | COM |
| UBS GROUP AG | 5988 | 277295 | SHS |
| SEMPRA | 3092 | 273000 | COM |
| NXP SEMICONDUCTORS N V | 1251 | 271617 | COM |
| TAPESTRY INC | 2104 | 268774 | COM |
| VONTIER CORPORATION | 7171 | 266619 | COM |
| WESTERN DIGITAL CORP | 1543 | 265790 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 3233 | 265207 | COMMON STOCK |
| EBAY INC. | 3043 | 265025 | COM |
| SCHWAB STRATEGIC TR | 5731 | 259115 | FUNDAMENTAL INTL |
| ILLINOIS TOOL WKS INC | 1050 | 258724 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 14715 | 258395 | VOLATILITY PREM |
| ONEMAIN HLDGS INC | 3817 | 257838 | COM |
| TEXTRON INC | 2948 | 256939 | COM |
| L3HARRIS TECHNOLOGIES INC | 868 | 254826 | COM |
| CITIZENS FINL GROUP INC | 4356 | 254436 | COM |
| VENTAS INC | 3276 | 253511 | COM |
| BECTON DICKINSON & CO | 1302 | 252716 | COM |
| ANNALY CAPITAL MANAGEMENT IN | 11287 | 252370 | COM NEW |
| ZOOM COMMUNICATIONS INC | 2917 | 251697 | CL A |
| BARRICK MNG CORP | 5772 | 251373 | COM SHS |
| FRANKLIN COVEY CO | 14838 | 248976 | COM |
| ARK ETF TR | 3216 | 247399 | INNOVATION ETF |
| VERTIV HOLDINGS CO | 1524 | 246968 | COM CL A |
| FIDELITY COVINGTON TRUST | 9472 | 245431 | INT HG DIV ETF |
| ISHARES TR | 5094 | 244350 | MSCI INTL MOMENT |
| HEWLETT PACKARD ENTERPRISE C | 10115 | 242951 | COM |
| NOVARTIS AG | 1743 | 240332 | SPONSORED ADR |
| ISHARES TR | 1618 | 239739 | US INDUSTRIALS |
| KROGER CO | 3834 | 239578 | COM |
| TOTALENERGIES SE | 3647 | 238573 | ACT |
| KEYCORP | 11543 | 238242 | COM |
| INVESCO EXCH TRADED FD TR II | 940 | 237725 | NASDAQ 100 ETF |
| DATADOG INC | 1742 | 236902 | CL A COM |
| D R HORTON INC | 1645 | 236886 | COM |
| WARNER BROS DISCOVERY INC | 8133 | 234397 | COM SER A |
| ECOLAB INC | 891 | 233960 | COM |
| SCHWAB STRATEGIC TR | 9583 | 233544 | SHT TM US TRES |
| METLIFE INC | 2957 | 233408 | COM |
| IQVIA HLDGS INC | 1035 | 233210 | COM |
| KKR REAL ESTATE FIN TR INC | 28361 | 233127 | COM |
| CLEANSPARK INC | 22999 | 232750 | COM NEW |
| PRICE T ROWE GROUP INC | 2267 | 232065 | COM |
| VERISIGN INC | 953 | 231641 | COM |
| AMPLIFY ETF TR | 20073 | 231040 | CEF HIGH INCOME |
| DOMINION ENERGY INC | 3931 | 230300 | COM |
| RIVIAN AUTOMOTIVE INC | 11613 | 228895 | COM CL A |
| UNITED AIRLS HLDGS INC | 2045 | 228711 | COM |
| ISHARES INC | 1925 | 228612 | MSCI GBL MIN VOL |
| WISDOMTREE TR | 4455 | 228357 | US MULTIFACTOR |
| ISHARES TR | 706 | 228034 | RUS 2000 GRW ETF |
| AMERIPRISE FINL INC | 462 | 226631 | COM |
| CVB FINL CORP | 12126 | 225553 | COM |
| CHIPOTLE MEXICAN GRILL INC | 6042 | 223560 | COM |
| ETFS GOLD TR | 5430 | 223062 | PHYSCL GOLD SHS |
| SHELL PLC | 3028 | 222474 | SPON ADS |
| KEURIG DR PEPPER INC | 7924 | 221945 | COM |
| ISHARES TR | 2305 | 221909 | JPMORGAN USD EMG |
| TECHNIPFMC PLC | 4942 | 220194 | COM |
| WISDOMTREE TR | 4506 | 219270 | ITL HDG QTLY DIV |
| INVESCO EXCH TRADED FD TR II | 2263 | 218979 | DORSEY WRGT SMLC |
| INVESCO EXCHANGE TRADED FD T | 3680 | 218850 | AI AND NEXT GEN |
| MOTOROLA SOLUTIONS INC | 570 | 218557 | COM NEW |
| KEYSIGHT TECHNOLOGIES INC | 1072 | 217747 | COM |
| HARTFORD INSURANCE GROUP INC | 1578 | 217470 | COM |
| BLOCK INC | 3333 | 216967 | CL A |
| TARGET CORP | 2219 | 216889 | COM |
| MEDPACE HLDGS INC | 385 | 216235 | COM |
| CORTEVA INC | 3215 | 215531 | COM |
| DOLLAR GEN CORP NEW | 1613 | 214196 | COM |
| DBX ETF TR | 4992 | 214165 | XTRACKERS ARTIFI |
| MERCADOLIBRE INC | 106 | 213002 | COM |
| ISHARES TR | 4385 | 211264 | FUTURE AI & TECH |
| ROBLOX CORP | 2606 | 211180 | CL A |
| ALNYLAM PHARMACEUTICALS INC | 530 | 210587 | COM |
| GLOBAL X FDS | 5811 | 210515 | RBTCS ARTFL INTE |
| KINDER MORGAN INC DEL | 7631 | 209786 | COM |
| VANGUARD MALVERN FDS | 4226 | 209013 | STRM INFPROIDX |
| PROSHARES TR | 3919 | 206623 | ULTRAPRO QQQ |
| MUELLER INDS INC | 1799 | 206573 | COM |
| NORTHERN TR CORP | 1504 | 205463 | COM |
| ISHARES TR | 1018 | 203274 | U.S. TECH ETF |
| SYSCO CORP | 2757 | 203195 | COM |
| HP INC | 9047 | 201570 | COM |
| NEOS ETF TRUST | 3738 | 201329 | NASDAQ 100 HIGH |
| TRUIST FINL CORP | 4079 | 200748 | COM |
| LEXEO THERAPEUTICS INC | 20000 | 198600 | COM |
| BANCO SANTANDER SA | 14527 | 170402 | ADR |
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