SteelPeak Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, SteelPeak Wealth, LLC held in its portfolio 482 assets valued at $3,068,766,353 (i.e. $3.07B).
The most valuable assets in the portfolio included: APPLE INC ($226.57M), NVIDIA CORPORATION ($133.82M), and AMAZON COM INC ($103.60M).
The chart below shows the top 10 valuable assets, and the table below shows the top 482 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SteelPeak Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 833417 | 226572706 | COM |
| NVIDIA CORPORATION | 717523 | 133817997 | COM |
| AMAZON COM INC | 448837 | 103600575 | COM |
| INVESCO QQQ TR | 160611 | 98664792 | UNIT SER 1 |
| ALPHABET INC | 309050 | 96732704 | CAP STK CL A |
| SPDR S&P 500 ETF TR | 125038 | 85513096 | TR UNIT |
| TESLA INC | 141018 | 63418411 | COM |
| MICROSOFT CORP | 124447 | 60185123 | COM |
| META PLATFORMS INC | 89902 | 59343383 | CL A |
| DIREXION SHS ETF TR | 556321 | 56917202 | NAS100 EQL WGT |
| ISHARES TR | 1093577 | 50895054 | CORE UNIVRSL USD |
| MICRON TECHNOLOGY INC | 154849 | 44213322 | COM |
| ISHARES TR | 205014 | 43477329 | S&P 500 VAL ETF |
| VANGUARD WORLD FD | 304412 | 42970798 | MEGA CAP VAL ETF |
| BROADCOM INC | 122887 | 42531097 | COM |
| ISHARES TR | 60965 | 41757115 | CORE S&P500 ETF |
| BLACKROCK ETF TRUST | 670419 | 40768171 | ISHARES US EQUIT |
| ADVANCED MICRO DEVICES INC | 187802 | 40219677 | COM |
| PALANTIR TECHNOLOGIES INC | 214084 | 38053431 | CL A |
| AMGEN INC | 115728 | 37878894 | COM |
| LAM RESEARCH CORP | 215827 | 37000649 | COM NEW |
| ISHARES TR | 280519 | 34576741 | S&P 500 GRWT ETF |
| ISHARES INC | 503129 | 33820347 | CORE MSCI EMKT |
| NETFLIX INC | 326616 | 30623482 | COM |
| SPDR DOW JONES INDL AVERAGE | 60576 | 29175524 | UT SER 1 |
| QUALCOMM INC | 169354 | 28968051 | COM |
| ISHARES TR | 83213 | 28539467 | S&P 100 ETF |
| ISHARES TR | 364453 | 26025598 | EAFE VALUE ETF |
| FIDELITY COVINGTON TRUST | 107724 | 24202440 | MSCI INFO TECH I |
| GRAYSCALE BITCOIN MINI TR ET | 599356 | 23213058 | SHS NEW |
| ALPHABET INC | 68828 | 21598232 | CAP STK CL C |
| CISCO SYS INC | 278238 | 21432665 | COM |
| ISHARES TR | 104802 | 20815849 | MSCI USA QLT FCT |
| MERCK & CO INC | 190521 | 20212765 | COM |
| ISHARES TR | 80579 | 20169614 | MSCI USA MMENTM |
| INTEL CORP | 535929 | 19775787 | COM |
| ISHARES TR | 79550 | 19581938 | RUSSELL 2000 ETF |
| SHOPIFY INC | 120095 | 19331693 | CL A SUB VTG SHS |
| CHEVRON CORP NEW | 123783 | 18865730 | COM |
| BLACKROCK ETF TRUST II | 356646 | 18820220 | ISHARES FLEXIBLE |
| APPLOVIN CORP | 26737 | 18015926 | COM CL A |
| JOHNSON & JOHNSON | 84071 | 17398402 | COM |
| VERIZON COMMUNICATIONS INC | 426820 | 17384368 | COM |
| ISHARES TR | 175721 | 16732179 | MBS ETF |
| INTUIT | 24987 | 16552032 | COM |
| JPMORGAN CHASE & CO. | 50174 | 16166932 | COM |
| T-MOBILE US INC | 78407 | 15919816 | COM |
| RIO TINTO PLC | 197790 | 15829134 | SPONSORED ADR |
| APPLIED MATLS INC | 61411 | 15781887 | COM |
| ISHARES TR | 151742 | 15427629 | 10-20 YR TRS ETF |
| LINDE PLC | 35272 | 15039749 | SHS |
| BLACKROCK ETF TRUST | 389865 | 15033185 | ISHARES US THEMA |
| PEPSICO INC | 102071 | 14788982 | COM |
| BLACKROCK ETF TRUST | 438293 | 14595147 | ISHARES A I INNO |
| ASTRANA HEALTH INC | 579937 | 14388237 | COM NEW |
| UNITEDHEALTH GROUP INC | 42727 | 14104609 | COM |
| SPDR SERIES TRUST | 218830 | 13771032 | STATE STREET SPD |
| ISHARES TR | 142771 | 13710300 | MSCI EAFE ETF |
| MARVELL TECHNOLOGY INC | 159608 | 13563488 | COM |
| CATERPILLAR INC | 23456 | 13437038 | COM |
| GOLDMAN SACHS GROUP INC | 14514 | 12757692 | COM |
| ISHARES TR | 221925 | 12141542 | MSCI EMG MKT ETF |
| COSTCO WHSL CORP NEW | 13886 | 11974317 | COM |
| SELECT SECTOR SPDR TR | 77891 | 11214030 | STATE STREET TEC |
| PGIM HIGH YIELD BOND FUND IN | 739654 | 10780442 | COM |
| ISHARES GOLD TR | 131656 | 10686518 | ISHARES NEW |
| ISHARES TR | 86786 | 10554053 | CORE HIGH DV ETF |
| BERKSHIRE HATHAWAY INC DEL | 20884 | 10497343 | CL B NEW |
| T ROWE PRICE ETF INC | 198115 | 10183933 | FLOATING RATE |
| HOME DEPOT INC | 29399 | 10116025 | COM |
| ISHARES TR | 193211 | 9662465 | CORE INTL AGGR |
| VANGUARD INDEX FDS | 28224 | 9462607 | TOTAL STK MKT |
| ABBVIE INC | 40949 | 9356487 | COM |
| VISA INC | 26020 | 9125356 | COM CL A |
| PFIZER INC | 344066 | 8567249 | COM |
| SCHWAB STRATEGIC TR | 275642 | 8161760 | US LCAP VA ETF |
| CROWDSTRIKE HLDGS INC | 16595 | 7779073 | CL A |
| VANGUARD INDEX FDS | 12240 | 7676264 | S&P 500 ETF SHS |
| TRAVELERS COMPANIES INC | 26445 | 7670637 | COM |
| MCDONALDS CORP | 25006 | 7642485 | COM |
| CONOCOPHILLIPS | 79180 | 7412040 | COM |
| EXXON MOBIL CORP | 61533 | 7404889 | COM |
| VANGUARD TAX-MANAGED FDS | 115261 | 7200324 | VAN FTSE DEV MKT |
| ISHARES TR | 33050 | 7095505 | US AER DEF ETF |
| UBER TECHNOLOGIES INC | 83580 | 6829322 | COM |
| INVESCO EXCH TRADED FD TR II | 140236 | 6731328 | S&P500 HDL VOL |
| 3M CO | 41343 | 6618944 | COM |
| BLACKSTONE INC | 41815 | 6445316 | COM |
| ISHARES TR | 126965 | 6406654 | TRS FLT RT BD |
| KLA CORP | 5266 | 6398652 | COM NEW |
| COCA COLA CO | 89812 | 6278738 | COM |
| BANK AMERICA CORP | 112549 | 6190189 | COM |
| WESTERN DIGITAL CORP | 35065 | 6040648 | COM |
| INTUITIVE SURGICAL INC | 10129 | 5736832 | COM NEW |
| BOOKING HOLDINGS INC | 1067 | 5714169 | COM |
| VANGUARD INDEX FDS | 11056 | 5393653 | GROWTH ETF |
| ISHARES TR | 55604 | 5353593 | JPMORGAN USD EMG |
| MASTERCARD INCORPORATED | 9328 | 5325429 | CL A |
| AT&T INC | 214215 | 5321102 | COM |
| PROCTER AND GAMBLE CO | 37069 | 5312402 | COM |
| ISHARES TR | 222909 | 5132474 | US TREAS BD ETF |
| ISHARES TR | 50752 | 5069066 | CORE US AGGBD ET |
| INVESCO EXCH TRADED FD TR II | 70009 | 5000043 | S&P500 LOW VOL |
| ELI LILLY & CO | 4333 | 4656595 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 60357 | 4601015 | SHS |
| BOEING CO | 20409 | 4431241 | COM |
| SPDR GOLD TR | 10982 | 4352300 | GOLD SHS |
| LEIDOS HOLDINGS INC | 24007 | 4330863 | COM |
| SYNCHRONY FINANCIAL | 51383 | 4286870 | COM |
| WALMART INC | 38326 | 4269910 | COM |
| KROGER CO | 68184 | 4260162 | COM |
| SELECT SECTOR SPDR TR | 77391 | 4238691 | STATE STREET FIN |
| S&P GLOBAL INC | 8074 | 4219392 | COM |
| ELECTRONIC ARTS INC | 20387 | 4165676 | COM |
| SELECT SECTOR SPDR TR | 26796 | 4156673 | STATE STREET IND |
| AMERICAN ELEC PWR CO INC | 35473 | 4090392 | COM |
| TIDAL TRUST I | 164463 | 4072104 | FUNDSTRAT GRANNY |
| VENTAS INC | 52298 | 4072053 | COM |
| ISHARES TR | 13327 | 4013427 | ISHARES SEMICDTR |
| VERTIV HOLDINGS CO | 24589 | 3983691 | COM CL A |
| ISHARES TR | 27978 | 3958608 | MSCI ACWI ETF |
| ISHARES TR | 43912 | 3941542 | SYSTEMATIC BD ET |
| ARISTA NETWORKS INC | 29928 | 3921466 | COM SHS |
| WELLTOWER INC | 21115 | 3919170 | COM |
| CORTEVA INC | 58055 | 3891427 | COM |
| BERKLEY W R CORP | 54667 | 3833251 | COM |
| ISHARES TR | 42774 | 3830839 | CORE 80/20 AGGRE |
| PROSHARES TR | 71575 | 3773457 | ULTRAPRO QQQ |
| NEWMONT CORP | 37663 | 3760651 | COM |
| WELLS FARGO CO NEW | 40304 | 3756364 | COM |
| MEDTRONIC PLC | 38277 | 3704027 | SHS |
| MORGAN STANLEY | 20840 | 3699777 | COM NEW |
| ROBINHOOD MKTS INC | 32657 | 3693507 | COM CL A |
| PROSHARES TR | 52229 | 3677415 | PSHS ULTRA QQQ |
| GE AEROSPACE | 11762 | 3627226 | COM NEW |
| ISHARES TR | 33478 | 3585811 | NATIONAL MUN ETF |
| INVESCO EXCH TRADED FD TR II | 29322 | 3498646 | S&P 500 MOMNTM |
| MCKESSON CORP | 4258 | 3495586 | COM |
| ISHARES TR | 42067 | 3469687 | CORE MSCI INTL |
| ALPS ETF TR | 73201 | 3441929 | ALERIAN MLP |
| STEEL DYNAMICS INC | 19912 | 3384045 | COM |
| PALO ALTO NETWORKS INC | 18233 | 3358519 | COM |
| GENERAL MTRS CO | 40236 | 3271978 | COM |
| EQT CORP | 60630 | 3249768 | COM |
| HERBALIFE LTD | 250000 | 3222500 | COM SHS |
| DUOLINGO INC | 18002 | 3159351 | CL A COM |
| CENCORA INC | 9210 | 3110678 | COM |
| LAS VEGAS SANDS CORP | 47765 | 3109044 | COM |
| METLIFE INC | 39146 | 3090186 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 11025 | 3044334 | ORD SHS |
| ALTRIA GROUP INC | 51073 | 2999028 | COM |
| CELESTICA INC | 10118 | 2990982 | COM |
| CITIGROUP INC | 25064 | 2924767 | COM NEW |
| SELECT SECTOR SPDR TR | 24323 | 2904395 | STATE STREET CON |
| FIRST SOLAR INC | 11079 | 2894168 | COM |
| AEROVIRONMENT INC | 11885 | 2874863 | COM |
| BAKER HUGHES COMPANY | 62259 | 2835275 | CL A |
| WASTE MGMT INC DEL | 12778 | 2807476 | COM |
| EBAY INC. | 32207 | 2805230 | COM |
| XCEL ENERGY INC | 37071 | 2759327 | COM |
| GLOBE LIFE INC | 19333 | 2703914 | COM |
| ISHARES TR | 27431 | 2701954 | CONV BD ETF |
| D R HORTON INC | 18439 | 2655770 | COM |
| LUMENTUM HLDGS INC | 7185 | 2648320 | COM |
| VANECK ETF TRUST | 7335 | 2641518 | SEMICONDUCTR ETF |
| REPUBLIC SVCS INC | 12386 | 2624965 | COM |
| ISHARES TR | 45660 | 2623624 | CALIF MUN BD ETF |
| EQUIFAX INC | 12019 | 2607883 | COM |
| NORTHROP GRUMMAN CORP | 4521 | 2578186 | COM |
| ISHARES GOLD TR | 59757 | 2568954 | SHARES REPRESENT |
| TAIWAN SEMICONDUCTOR MFG LTD | 8346 | 2543196 | SPONSORED ADS |
| WOODWARD INC | 8216 | 2483862 | COM |
| AMPHENOL CORP NEW | 17898 | 2423205 | CL A |
| VANGUARD MUN BD FDS | 47870 | 2407383 | TAX EXEMPT BD |
| HOWMET AEROSPACE INC | 11720 | 2402905 | COM |
| COMFORT SYS USA INC | 2559 | 2388369 | COM |
| ARGAN INC | 7615 | 2385987 | COM |
| PRIMORIS SVCS CORP | 18885 | 2345900 | COM |
| CAMECO CORP | 25572 | 2339607 | COM |
| MARATHON PETE CORP | 14255 | 2318291 | COM |
| VANGUARD INDEX FDS | 12086 | 2308306 | VALUE ETF |
| FIDELITY NATL INFORMATION SV | 34441 | 2288949 | COM |
| ISHARES TR | 21274 | 2269936 | SHRT NAT MUN ETF |
| INVESCO EXCH TRD SLF IDX FD | 36501 | 2231318 | RUSL 1000 DYNM |
| INVESCO EXCH TRADED FD TR II | 95245 | 2208732 | NATL AMT MUNI |
| DYCOM INDS INC | 6534 | 2207839 | COM |
| AGNICO EAGLE MINES LTD | 12968 | 2198466 | COM |
| MONSTER BEVERAGE CORP NEW | 28248 | 2165775 | COM |
| SELECT SECTOR SPDR TR | 18243 | 2147594 | STATE STREET COM |
| VANECK ETF TRUST | 45348 | 2138612 | INTRMDT MUNI ETF |
| FEDEX CORP | 7365 | 2138193 | COM |
| EMCOR GROUP INC | 3433 | 2100295 | COM |
| INVESCO EXCH TRADED FD TR II | 86874 | 2098876 | CALIF AMT MUN |
| ISHARES TR | 19002 | 2093831 | IBOXX INV CP ETF |
| SPOTIFY TECHNOLOGY S A | 3601 | 2091137 | SHS |
| DARDEN RESTAURANTS INC | 11234 | 2067281 | COM |
| GENUINE PARTS CO | 16530 | 2048767 | COM |
| ORACLE CORP | 10472 | 2041120 | COM |
| VERISIGN INC | 8385 | 2037136 | COM |
| FIRST TR EXCH TRADED FD III | 39469 | 2018248 | MANAGD MUN ETF |
| ABBOTT LABS | 15880 | 1989571 | COM |
| VANGUARD WORLD FD | 2636 | 1986996 | INF TECH ETF |
| CLOUDFLARE INC | 10017 | 1974852 | CL A COM |
| AMERICAN INTL GROUP INC | 23004 | 1967993 | COM NEW |
| SCHWAB STRATEGIC TR | 74909 | 1964876 | US BRD MKT ETF |
| BRISTOL-MYERS SQUIBB CO | 36357 | 1961099 | COM |
| LOWES COS INC | 8080 | 1948457 | COM |
| SELECT SECTOR SPDR TR | 12578 | 1947075 | STATE STREET HEA |
| J P MORGAN EXCHANGE TRADED F | 33018 | 1903870 | EQUITY PREMIUM |
| ASML HOLDING N V | 1778 | 1902212 | N Y REGISTRY SHS |
| ISHARES BITCOIN TRUST ETF | 38050 | 1889183 | SHS BEN INT |
| SALESFORCE INC | 7096 | 1882648 | COM |
| TAPESTRY INC | 14596 | 1864931 | COM |
| STARBUCKS CORP | 21766 | 1832941 | COM |
| INTERNATIONAL BUSINESS MACHS | 6104 | 1807935 | COM |
| RADNET INC | 25100 | 1790885 | COM |
| ISHARES TR | 12971 | 1773525 | MSCI USA VALUE |
| ISHARES TR | 20052 | 1747733 | 20 YR TR BD ETF |
| TEXAS INSTRS INC | 10053 | 1744101 | COM |
| VICI PPTYS INC | 60661 | 1721143 | COM |
| DELL TECHNOLOGIES INC | 13672 | 1721032 | CL C |
| JANUS DETROIT STR TR | 33875 | 1713398 | HENDRSON AAA CL |
| SNOWFLAKE INC | 7752 | 1700479 | COM SHS |
| THE CIGNA GROUP | 6068 | 1670016 | COM |
| UNITED RENTALS INC | 2015 | 1630780 | COM |
| DISNEY WALT CO | 14078 | 1611950 | COM |
| SIMON PPTY GROUP INC NEW | 8673 | 1605483 | COM |
| PIMCO ETF TR | 15877 | 1598857 | ENHAN SHRT MA AC |
| PROSHARES TR | 20128 | 1578462 | INVT INT RT HG |
| UNITED PARCEL SERVICE INC | 15821 | 1569285 | CL B |
| ISHARES SILVER TR | 24230 | 1560897 | ISHARES |
| SCHWAB STRATEGIC TR | 64274 | 1545147 | INTL EQTY ETF |
| EXPEDIA GROUP INC | 5381 | 1524368 | COM NEW |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| AMPHASTAR PHARMACEUTICALS IN | 55695 | 1491513 | COM |
| VANGUARD CALIF TAX FREE FDS | 14667 | 1470514 | TAX EXEMPT BD FD |
| ADOBE INC | 4174 | 1460859 | COM |
| RTX CORPORATION | 7839 | 1437610 | COM |
| KRATOS DEFENSE & SEC SOLUTIO | 18708 | 1420125 | COM NEW |
| EA SERIES TRUST | 27662 | 1418224 | FREEDOM 100 EM |
| CAPITAL GROUP DIVIDEND VALUE | 31295 | 1365709 | SHS CREATION UNI |
| SIMPLIFY EXCHANGE TRADED FUN | 56800 | 1346450 | TREASURY OPT INC |
| PHILIP MORRIS INTL INC | 8246 | 1334763 | COM |
| ISHARES TR | 16958 | 1314746 | EAFE SML CP ETF |
| VANGUARD INDEX FDS | 4890 | 1261389 | SMALL CP ETF |
| SERVICENOW INC | 8070 | 1236244 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 18064 | 1234856 | SHS REP COM UT |
| SELECT SECTOR SPDR TR | 26282 | 1175074 | STATE STREET ENE |
| HOST HOTELS & RESORTS INC | 64991 | 1175038 | COM |
| ISHARES TR | 29739 | 1173203 | INTL SEL DIV ETF |
| ISHARES TR | 13848 | 1146882 | 1 3 YR TREAS BD |
| VANGUARD INDEX FDS | 3835 | 1113071 | MID CAP ETF |
| ISHARES INC | 13527 | 1092170 | MSCI JAPAN ETF |
| AMERICAN EXPRESS CO | 2909 | 1076044 | COM |
| ISHARES TR | 6189 | 1044522 | ISHARES BIOTECH |
| PINTEREST INC | 39960 | 1034563 | CL A |
| ROBLOX CORP | 12757 | 1033700 | CL A |
| PROSHARES TR | 17760 | 1028660 | PSHS ULT S&P 500 |
| INVESCO EXCHANGE TRADED FD T | 5358 | 1026379 | S&P500 EQL WGT |
| PGIM ETF TR | 20580 | 1025217 | PGIM ULTRA SH BD |
| SPDR S&P MIDCAP 400 ETF TR | 1687 | 1021507 | UTSER1 S&PDCRP |
| ALBANY INTL CORP | 19910 | 1015012 | CL A |
| EATON CORP PLC | 3166 | 1008403 | SHS |
| ISHARES TR | 11203 | 1002221 | CORE MSCI EAFE |
| FIDELITY COMWLTH TR | 10846 | 991358 | NASDAQ COMPSIT |
| GARMIN LTD | 4885 | 990882 | SHS |
| MERCADOLIBRE INC | 490 | 986988 | COM |
| DEERE & CO | 2105 | 983435 | COM |
| FAIR ISAAC CORP | 576 | 973798 | COM |
| MONOLITHIC PWR SYS INC | 1067 | 968751 | COM |
| DIREXION SHS ETF TR | 22491 | 945288 | DLY SCOND 3XBU |
| NIKE INC | 14511 | 932213 | CL B |
| IRHYTHM TECHNOLOGIES INC | 5224 | 926947 | COM |
| CAPITAL ONE FINL CORP | 3790 | 918545 | COM |
| VANGUARD CHARLOTTE FDS | 18935 | 914940 | TOTAL INT BD ETF |
| FIDELITY NATIONAL FINANCIAL | 16708 | 912090 | COM SHS |
| ISHARES TR | 9468 | 910443 | 7-10 YR TRSY BD |
| VANGUARD MALVERN FDS | 18028 | 891665 | STRM INFPROIDX |
| COINBASE GLOBAL INC | 3926 | 887826 | COM CL A |
| REALTY INCOME CORP | 14579 | 825762 | COM |
| VANGUARD SCOTTSDALE FDS | 10350 | 825234 | SHRT TRM CORP BD |
| ASTERA LABS INC | 4922 | 818824 | COM |
| DOORDASH INC | 3579 | 810572 | CL A |
| VANGUARD SCOTTSDALE FDS | 6640 | 808426 | VNG RUS1000GRW |
| PARSONS CORP DEL | 12892 | 796726 | COM |
| OMNICOM GROUP INC | 9742 | 794463 | COM |
| ROCKET COS INC | 40461 | 783325 | COM CL A |
| CAPITAL GROUP GROWTH ETF | 17150 | 762659 | SHS CREATION UNI |
| BLACKROCK INC | 705 | 754672 | COM |
| THE CAMPBELLS COMPANY | 26794 | 746749 | COM |
| MPLX LP | 13989 | 746596 | COM UNIT REP LTD |
| ISHARES TR | 14567 | 740878 | FLTG RATE NT ETF |
| CADENCE DESIGN SYSTEM INC | 2345 | 733001 | COM |
| HEALTHPEAK PROPERTIES INC | 45535 | 732203 | COM |
| TRANSDIGM GROUP INC | 543 | 722109 | COM |
| J P MORGAN EXCHANGE TRADED F | 12202 | 716229 | NASDAQ EQT PREM |
| ISHARES TR | 15557 | 710333 | INVESTMENT GRADE |
| BOYD GAMING CORP | 8300 | 708988 | COM |
| CREDICORP LTD | 2419 | 694253 | COM |
| FIRST TR EXCHNG TRADED FD VI | 20154 | 690477 | FT VEST LADDERED |
| US BANCORP DEL | 12805 | 689958 | COM NEW |
| ISHARES TR | 14391 | 686869 | CORE 40/60 MODER |
| ISHARES U S ETF TR | 14005 | 682765 | BLOOMBERG ROLL |
| GE VERNOVA INC | 1042 | 680771 | COM |
| ROKU INC | 6216 | 674374 | COM CL A |
| AMERICAN CENTY ETF TR | 8471 | 663681 | LARGE CAP EQUITY |
| TWIST BIOSCIENCE CORP | 20868 | 661933 | COM |
| AMPLIFY ETF TR | 14866 | 661537 | CWP ENHANCED DIV |
| INVESCO EXCHANGE TRADED FD T | 8742 | 656077 | S&P500 QUALITY |
| ELBIT SYS LTD | 1109 | 640681 | ORD |
| VULCAN MATLS CO | 2218 | 632618 | COM |
| CRISPR THERAPEUTICS AG | 12032 | 630959 | NAMEN AKT |
| PTC INC | 3564 | 620885 | COM |
| EDWARDS LIFESCIENCES CORP | 7087 | 604193 | COM |
| EATON VANCE TAX-MANAGED BUY- | 42055 | 603907 | COM |
| ALNYLAM PHARMACEUTICALS INC | 1484 | 589967 | COM |
| FIRST TR EXCHANGE-TRADED FD | 22450 | 589088 | FT VEST RIS |
| PARKER-HANNIFIN CORP | 669 | 587684 | COM |
| TIDAL TRUST II | 32390 | 580426 | RTN STACKED BD |
| J P MORGAN EXCHANGE TRADED F | 11386 | 578062 | ULTRA SHRT ETF |
| TIDAL TRUST III | 15304 | 578033 | VISTASHARES ARTI |
| FIRST TR EXCHANGE-TRADED FD | 20450 | 567283 | FT VEST TEC |
| PIMCO ETF TR | 20956 | 561831 | MULTISECTOR BD |
| INVESCO EXCH TRADED FD TR II | 12047 | 558620 | S&P SMLCP LOW |
| TIDAL TRUST II | 36256 | 557962 | RETURN STACKED B |
| FIRST TR EXCHANGE TRADED FD | 5742 | 556070 | NASD TECH DIV |
| INVESCO EXCHANGE TRADED FD T | 4101 | 550848 | BUYBACK ACHIEV |
| BROADSTONE NET LEASE INC | 31072 | 548732 | COM |
| WISDOMTREE TR | 8557 | 527259 | EFFICIENT GLD PL |
| THERMO FISHER SCIENTIFIC INC | 903 | 523499 | COM |
| BITMINE IMMERSION TECNOLOGIE | 19239 | 522339 | COM NEW |
| SPDR INDEX SHS FDS | 11750 | 521835 | PORTFOLIO DEVLPD |
| DANAHER CORPORATION | 2266 | 519350 | COM |
| HONEYWELL INTL INC | 2646 | 516225 | COM |
| ISHARES TR | 13639 | 510031 | BROAD USD HIGH |
| TRACTOR SUPPLY CO | 10189 | 509567 | COM |
| FIRST TR EXCH TRADED FD III | 27759 | 505769 | PFD SECS INC ETF |
| PUTNAM ETF TRUST | 10779 | 491200 | FOCUSED LAR CAP |
| RIVIAN AUTOMOTIVE INC | 24549 | 483861 | COM CL A |
| TEMPUS AI INC | 8107 | 478719 | CL A |
| INSMED INC | 2732 | 475478 | COM PAR $.01 |
| ISHARES TR | 11846 | 470550 | MSCI JP VALUE |
| INVESCO EXCHANGE TRADED FD T | 9026 | 464882 | DIVID ACHIEVEV |
| EXPAND ENERGY CORPORATION | 4191 | 462519 | COM |
| ARES CAPITAL CORP | 22730 | 459829 | COM |
| PIMCO ETF TR | 8706 | 457588 | INTER MUN BD ACT |
| FIRST TR EXCHANGE TRADED FD | 2979 | 455807 | NASDQ CLN EDGE |
| TELEDYNE TECHNOLOGIES INC | 889 | 454039 | COM |
| BEAM THERAPEUTICS INC | 16287 | 451476 | COM |
| ARK ETF TR | 5859 | 450681 | INNOVATION ETF |
| EA SERIES TRUST | 3897 | 448545 | ALPHA ARCH 1-3 |
| MEDLINE INC | 10500 | 441000 | COM CL A |
| FIRST TR EXCHANGE-TRADED FD | 17500 | 437675 | FT VEST GOLD |
| SUPER MICRO COMPUTER INC | 14876 | 435421 | COM NEW |
| IREN LIMITED | 11522 | 435186 | ORDINARY SHARES |
| OKTA INC | 5026 | 434599 | CL A |
| LOCKHEED MARTIN CORP | 899 | 434583 | COM |
| FIRST TR EXCHANGE TRADED FD | 4407 | 433321 | RBA INDL ETF |
| VANGUARD BD INDEX FDS | 5812 | 430495 | TOTAL BND MRKT |
| SOUTHERN CO | 4882 | 425697 | COM |
| GALLAGHER ARTHUR J & CO | 1614 | 417647 | COM |
| INVESCO EXCH TRADED FD TR II | 11885 | 402902 | S&P INTL LOW |
| CVS HEALTH CORP | 5057 | 401324 | COM |
| BANK NEW YORK MELLON CORP | 3448 | 400247 | COM |
| REDDIT INC | 1733 | 398365 | CL A |
| NUCOR CORP | 2429 | 397555 | COM |
| GRAB HOLDINGS LIMITED | 79334 | 395877 | CLASS A ORD |
| DUKE ENERGY CORP NEW | 3370 | 395000 | COM NEW |
| ISHARES TR | 6390 | 392091 | GLB INFRASTR ETF |
| PIMCO ETF TR | 7526 | 390987 | 15+ YR US TIPS |
| QUANTA SVCS INC | 915 | 386094 | COM |
| ISHARES TR | 23475 | 385695 | GL CLEAN ENE ETF |
| AFLAC INC | 3477 | 383409 | COM |
| VANGUARD INDEX FDS | 1261 | 380849 | SML CP GRW ETF |
| UNION PAC CORP | 1620 | 374739 | COM |
| NOVO-NORDISK A S | 7190 | 365840 | ADR |
| VANGUARD WORLD FD | 2896 | 364665 | ENERGY ETF |
| KINDER MORGAN INC DEL | 13209 | 363116 | COM |
| FREEPORT-MCMORAN INC | 7147 | 362997 | CL B |
| VANGUARD INDEX FDS | 4095 | 362367 | REAL ESTATE ETF |
| NEBIUS GROUP N.V. | 4295 | 359513 | SHS CLASS A |
| ISHARES TR | 1766 | 352671 | U.S. TECH ETF |
| INVESCO EXCH TRADED FD TR II | 12822 | 351708 | S&P EMRNG MKTS |
| VANGUARD WORLD FD | 4852 | 347530 | ESG INTL STK ETF |
| CAPITAL GROUP INTERNATIONAL | 10586 | 344045 | SHS |
| ISHARES TR | 7187 | 343900 | ESG AWR US AGRGT |
| GLAUKOS CORP | 3039 | 343134 | COM |
| OCCIDENTAL PETE CORP | 8292 | 342912 | COM |
| ARCHER AVIATION INC | 45552 | 342552 | COM CL A |
| ISHARES TR | 6299 | 333092 | ISHS 1-5YR INVS |
| ROSS STORES INC | 1841 | 331638 | COM |
| SPDR INDEX SHS FDS | 6524 | 329241 | MSCI EAFE FS ETF |
| KKR & CO INC | 2549 | 324985 | COM |
| SOFI TECHNOLOGIES INC | 12381 | 324135 | COM |
| BITWISE BITCOIN ETF TR | 6800 | 323408 | SHS BEN INT |
| DOLLAR GEN CORP NEW | 2424 | 321835 | COM |
| CYBERARK SOFTWARE LTD | 717 | 319826 | SHS |
| KARMAN HLDGS INC | 4340 | 317558 | COMMON STOCK |
| THE TRADE DESK INC | 8361 | 317384 | COM CL A |
| ROCKET LAB CORP | 4540 | 316711 | COM |
| AIR PRODS & CHEMS INC | 1271 | 313957 | COM |
| PRICE T ROWE GROUP INC | 3045 | 311748 | COM |
| AMERESCO INC | 10573 | 309684 | CL A |
| PACER FDS TR | 4783 | 306433 | DATA & DIGI REVO |
| SCHWAB STRATEGIC TR | 9189 | 299756 | US LCAP GR ETF |
| COLUMBIA SELIGM PREM TECH GR | 8136 | 299332 | COM |
| GLOBAL X FDS | 6435 | 299194 | ADAPTIVE US |
| AMBARELLA INC | 4194 | 297103 | SHS |
| INVESCO EXCH TRD SLF IDX FD | 3289 | 295829 | BLOOMBERG PRICIN |
| ISHARES TR | 3403 | 293522 | MSCI EAFE MIN VL |
| CAVA GROUP INC | 5000 | 293450 | COM |
| HERCULES CAPITAL INC | 15574 | 293103 | COM |
| FIRST TR EXCHANGE-TRADED FD | 14100 | 292998 | FT VEST DJIA |
| NASDAQ INC | 3012 | 292556 | COM |
| BLACKSTONE SECD LENDING FD | 11002 | 289683 | COMMON STOCK |
| FIRST TR EXCHNG TRADED FD VI | 11461 | 288474 | SMITH UNCONSTRAI |
| BULLISH | 7558 | 286222 | ORD SHS |
| GOLDMAN SACHS ETF TR | 5400 | 285120 | S&P 500 PREMIUM |
| VANGUARD ADMIRAL FDS INC | 638 | 283649 | 500 GRTH IDX F |
| CONSTELLATION ENERGY CORP | 793 | 280144 | COM |
| TJX COS INC NEW | 1815 | 278791 | COM |
| UNITED AIRLS HLDGS INC | 2449 | 273848 | COM |
| FIRST TR EXCHANGE-TRADED FD | 15300 | 273105 | FT VEST BITCOIN |
| TERADYNE INC | 1409 | 272727 | COM |
| ISHARES TR | 9897 | 270189 | FALN ANGLS USD |
| E L F BEAUTY INC | 3522 | 267813 | COM |
| INVESCO EXCHANGE TRADED FD T | 1708 | 267488 | AEROSPACE DEFN |
| AUTOMATIC DATA PROCESSING IN | 1033 | 267147 | COM |
| CHUBB LIMITED | 851 | 266664 | COM |
| SCHWAB CHARLES CORP | 2643 | 264063 | COM |
| ISHARES TR | 1563 | 262538 | CORE S&P US GWT |
| HECLA MNG CO | 13608 | 261138 | COM |
| LITMAN GREGORY FDS TR | 9254 | 259668 | IMGP DBI MANAGED |
| ISHARES TR | 2149 | 258228 | CORE S&P SCP ETF |
| VANGUARD SCOTTSDALE FDS | 3006 | 251753 | INT-TERM CORP |
| AES CORP | 17390 | 249373 | COM |
| PAN AMERN SILVER CORP | 4813 | 249362 | COM |
| WORLD GOLD TR | 2919 | 249196 | SPDR GLD MINIS |
| ISHARES TR | 2998 | 241729 | IBOXX HI YD ETF |
| ISHARES TR | 2103 | 239550 | EAFE GRWTH ETF |
| EDISON INTL | 3983 | 239060 | COM |
| ISHARES TR | 5572 | 238872 | 0-5YR HI YL CP |
| VANGUARD INTL EQUITY INDEX F | 2855 | 238688 | FTSE EUROPE ETF |
| INVESCO EXCH TRADED FD TR II | 937 | 237073 | NASDAQ 100 ETF |
| GENERAL DYNAMICS CORP | 704 | 237009 | COM |
| VANGUARD INDEX FDS | 841 | 234806 | MCAP GR IDXVIP |
| ZSCALER INC | 1039 | 233692 | COM |
| APPFOLIO INC | 1000 | 232650 | COM CL A |
| ISHARES TR | 3741 | 232504 | U.S. MED DVC ETF |
| COCA COLA CONS INC | 1500 | 229950 | COM |
| ULTA BEAUTY INC | 380 | 229904 | COM |
| GLOBAL X FDS | 10096 | 228372 | CLOUD COMPUTNG |
| ETSY INC | 4100 | 227304 | COM |
| NEXTERA ENERGY INC | 2824 | 226735 | COM |
| ISHARES TR | 1063 | 223592 | RUS 1000 VAL ETF |
| PROSHARES TR | 4800 | 222609 | PSHS ULTRA INDL |
| PACER FDS TR | 3536 | 214942 | US CASH COWS 100 |
| SHELL PLC | 2915 | 214222 | SPON ADS |
| QUEST DIAGNOSTICS INC | 1229 | 213269 | COM |
| ISHARES TR | 3217 | 212306 | CORE S&P MCP ETF |
| ISHARES TR | 2105 | 211300 | 0-3 MNTH TREASRY |
| NORTHWESTERN ENERGY GROUP IN | 3210 | 207174 | COM NEW |
| FIRST TR EXCHANGE-TRADED FD | 2231 | 206394 | CAP STRENGTH ETF |
| VANGUARD SPECIALIZED FUNDS | 937 | 205885 | DIV APP ETF |
| BEST BUY INC | 2972 | 202086 | COM |
| LYFT INC | 10221 | 197981 | CL A COM |
| INTELLIA THERAPEUTICS INC | 21006 | 188844 | COM |
| EHANG HLDGS LTD | 13362 | 176112 | ADS |
| INVESCO CALIF VALUE MUN INCO | 15800 | 175854 | COM |
| BLUE OWL CAPITAL CORPORATION | 12475 | 159680 | COM |
| PACIFIC BIOSCIENCES CALIF IN | 81422 | 152260 | COM |
| NIO INC | 25844 | 131805 | SPON ADS |
| VIZSLA SILVER CORP | 21514 | 117682 | COM NEW |
| CHICAGO ATLANTIC BDC INC | 10277 | 109656 | COM |
| BIOCRYST PHARMACEUTICALS INC | 13690 | 106782 | COM |
| STREAMEX CORP | 34900 | 105747 | COM |
| COHERUS ONCOLOGY INC | 69000 | 97980 | COM |
| LLOYDS BANKING GROUP PLC | 18131 | 96095 | SPONSORED ADR |
| NEW GOLD INC CDA | 10000 | 87100 | COM |
| SNAP INC | 9821 | 79256 | CL A |
| GENELUX CORPORATION | 10895 | 47503 | COM |
| KANDI TECHNOLOGIES GROUP INC | 10000 | 7875 | USD ORD SHS |
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