Sunbelt Securities, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 20, 2026, for the 2025 Q4 period, Sunbelt Securities, Inc. held in its portfolio 500 assets valued at $1,499,346,146 (i.e. $1.50B).

The most valuable assets in the portfolio included: EXXON MOBIL CORP COM ($164.65M), NVIDIA CORPORATION COM ($63.00M), and MICROSOFT CORP COM ($36.63M).

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.
Top Valuable Stocks in Sunbelt Securities, Inc. Portfolio
EXXON MOBIL CORP COM
NVIDIA CORPORATION COM
MICROSOFT CORP COM
APPLE INC COM
BROADCOM INC COM
SCHWAB U.S. LARGE-CAP GROWTH ETF
INVESCO QQQ TRUST SERIES I
ISHARES S&P 500 GROWTH ETF
ISHARES GOLD TRUST
ISHARES CORE S&P 500 ETF
Sunbelt Securities, Inc. - Stock Holdings in 13F Filings (SEC)
Items per page:
0 of 0
Name of Issuer No. of Shares Value ($) Class
EXXON MOBIL CORP COM 1368228 164652520 Stock
NVIDIA CORPORATION COM 337793 62998427 Stock
MICROSOFT CORP COM 75737 36628072 Stock
APPLE INC COM 125257 34052415 Stock
BROADCOM INC COM 81258 28123441 Stock
SCHWAB U.S. LARGE-CAP GROWTH ETF 726980 23714085 ETF
INVESCO QQQ TRUST SERIES I 38127 23421507 ETF
ISHARES S&P 500 GROWTH ETF 181864 22416603 ETF
ISHARES GOLD TRUST 262168 21280177 ETF
ISHARES CORE S&P 500 ETF 29936 20504447 ETF
AMAZON COM INC COM 87180 20122867 Stock
ALPHA ARCHITECT 1-3 MONTH BOX ETF 171687 19761174 ETF
PALANTIR TECHNOLOGIES INC CL A 93772 16668046 Stock
STATE STR SPDR S&P 500 ETF TR TR UNIT 23259 15860866 ETF
BLUEROCK PVT REAL ESTATE FD COM 1024719 15370785 CEF
INNOVATOR DEFINED WEALTH SHIELD ETF 457687 15337098 ETF
ALPHABET INC CAP STK CL C 41971 13170520 Stock
INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF 360494 12742914 ETF
SCHWAB U.S. LARGE-CAP VALUE ETF 408347 12091151 ETF
ALPHABET INC CAP STK CL A 38175 11948891 Stock
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 430923 11902091 ETF
TESLA INC COM 24053 10817115 Stock
BERKSHIRE HATHAWAY INC DEL CL B NEW 20564 10336653 Stock
ISHARES CORE MSCI EAFE ETF 115393 10323075 ETF
META PLATFORMS INC CL A 15526 10248510 Stock
ISHARES S&P 500 VALUE ETF 48187 10218917 ETF
PROCTER & GAMBLE CO COM 66852 9580499 Stock
INNOVATOR BUFFER STEP-UP STRATEGY ETF 248911 9241866 ETF
ABBVIE INC COM 40392 9229225 Stock
SCHWAB U.S. SMALL-CAP ETF 317891 9053530 ETF
CAPITAL GROUP CORE EQUITY ETF 221105 8895037 ETF
VISA INC COM CL A 24780 8690529 Stock
SCHWAB U.S. MID-CAP ETF 285807 8594211 ETF
JPMORGAN CHASE & CO. COM 26363 8494799 Stock
JOHNSON & JOHNSON COM 40876 8459215 Stock
ISHARES CORE DIVIDEND GROWTH ETF 121677 8446847 ETF
FIDELITY QUALITY FACTOR ETF 109826 8301752 ETF
MERCK & CO INC COM 76716 8075177 Stock
COCA COLA CO COM 106907 7473874 Stock
ENTERPRISE PRODS PARTNERS L P COM 227327 7288105 Stock
SCHWAB US DIVIDEND EQUITY ETF 262405 7197772 ETF
ISHARES CORE S&P SMALL CAP ETF 58836 7070966 ETF
WALMART INC COM 57093 6360746 Stock
FIDELITY NASDAQ COMPOSITE INDEX ETF 68018 6216865 ETF
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 39363 5852890 ETF
JANUS HENDERSON AAA CLO ETF 112755 5703131 ETF
ISHARES S&P MID-CAP 400 GROWTH ETF 57677 5587785 ETF
PHILIP MORRIS INTL INC COM 34500 5533860 Stock
STATE STREET SPDR S&P DIVIDEND ETF 39607 5511652 ETF
ISHARES MSCI USA EQUAL WEIGHTED ETF 49511 5117985 ETF
CAPITAL GROUP CORE BALANCED ETF 141957 5015324 ETF
ISHARES S&P SMALL-CAP 600 GROWTH ETF 34871 4922362 ETF
VICTORYSHARES FREE CASH FLOW ETF 123947 4881022 ETF
VANGUARD INFORMATION TECHNOLOGY ETF 6460 4869520 ETF
INNOVATOR PREMIUM INCOME 30 BARRIER ETF - JANUARY 196616 4850523 ETF
WISDOMTREE U.S. QUALITY GROWTH FUND 82578 4844839 ETF
COSTCO WHOLESALE CORPORATION COM 5609 4836863 Stock
ALTRIA GROUP INC COM 80345 4632711 Stock
INVESCO S&P 500 EQUAL WEIGHT ETF 24053 4607606 ETF
ISHARES CORE HIGH DIVIDEND ETF 37190 4522627 ETF
FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY 106288 4414141 ETF
ISHARES U.S. TECHNOLOGY ETF 21945 4381981 ETF
SCHWAB EMERGING MARKETS EQUITY ETF 131407 4303584 ETF
BLACKSTONE INC COM 27804 4285686 Stock
INTERNATIONAL BUSINESS MACHS COM 14372 4257157 Stock
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 42888 4216761 ETF
MCDONALDS CORP COM 13733 4197360 Stock
CHEVRON CORP NEW COM 27378 4172622 Stock
FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY 98086 4053963 ETF
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 18015 4047488 ETF
FIDELITY HEDGED EQUITY ETF 130151 4022969 ETF
ISHARES CORE S&P US VALUE ETF 37438 3838893 ETF
ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 45067 3730235 ETF
FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH 90854 3719563 ETF
VICTORYSHARES FREE CASH FLOW GROWTH ETF 131901 3714340 ETF
FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 93585 3705947 ETF
ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 146459 3646037 ETF
CAPITAL GROUP DIVIDEND VALUE ETF 82250 3589399 ETF
CAPITAL GROUP GROWTH ETF 80636 3585865 ETF
NETFLIX INC. COM 38029 3565599 Stock
YIELDMAX NVDA OPTION INCOME STRATEGY ETF 242462 3542363 ETF
INVESCO S&P 500 REVENUE ETF 30801 3526661 ETF
MASTERCARD INCORPORATED CL A 5927 3383631 Stock
FIDELITY EMERGING MARKETS MULTIFACTOR ETF 109201 3372136 ETF
ARES CAPITAL CORP COM 166630 3370917 CEF
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 23343 3360709 ETF
ENERGY TRANSFER L P COM UT LTD PTN 201676 3325642 Stock
ISHARES CORE S&P U.S. GROWTH ETF 19725 3312585 ETF
FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY 68108 3250223 ETF
GOLDMAN SACHS GROUP INC COM 3696 3248784 Stock
INNOVATOR GROWTH ACCELERATED PLUS ETF - JANUARY 106866 3185729 ETF
FIRST TRUST NASDAQ CYBERSECURITY ETF 44492 3178955 ETF
3M CO COM 19249 3081784 Stock
CISCO SYS INC COM 39028 3006357 Stock
ISHARES U.S. AEROSPACE & DEFENSE ETF 13733 2948274 ETF
VALERO ENERGY CORP COM 17488 2846800 Stock
DELL TECHNOLOGIES INC CL C 22340 2812102 Stock
MARKEL GROUP INC COM 1298 2790246 Stock
WISDOMTREE US VALUE FUND OF BENEF INTEREST 29455 2748173 ETF
VANGUARD S&P 500 ETF 4253 2666951 ETF
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 8703 2644857 ADR
AMERICAN EXPRESS CO COM 7119 2633791 Stock
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 5442 2615398 ETF
ISHARES SILVER TRUST 40563 2613068 ETF
WELLS FARGO & CO COM 27996 2609206 Stock
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY 62619 2593679 ETF
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 37317 2592418 ETF
PEPSICO INC COM 18006 2584200 Stock
FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER 66667 2582680 ETF
VERIZON COMMUNICATIONS INC COM 62423 2542480 Stock
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 75365 2509651 ETF
AMGEN INC COM 7546 2470017 Stock
RTX CORPORATION COM 13448 2466292 Stock
VANGUARD GROWTH ETF 5037 2457187 ETF
GAMING & LEISURE P COM 54366 2429617 REIT
APPLOVIN CORP COM CL A 3592 2420361 Stock
ISHARES MSCI EMERGING MARKETS ETF 42750 2338846 ETF
FT VEST US EQUITY BUFFER ETF - JANUARY 44885 2322799 ETF
PARSONS CORP DEL COM 37060 2290308 Stock
KINDER MORGAN INC DEL COM 81521 2241023 Stock
AKRE FOCUS ETF 33983 2226226 ETF
HOME DEPOT INC COM 6437 2214974 Stock
WISDOMTREE CYBERSECURITY FUND 78717 2192543 ETF
TJX COS INC NEW COM 14187 2179286 Stock
ISHARES RUSSELL 2000 ETF 8820 2171061 ETF
SCHWAB CHARLES CORP COM 21210 2119061 Stock
MICRON TECHNOLOGY INC COM 7328 2091343 Stock
ELI LILLY & CO COM 1935 2079917 Stock
CATERPILLAR INC COM 3602 2063365 Stock
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 40191 2047336 ETF
EATON VANCE ENHANCED EQUITY IN COM 87365 2045208 CEF
ISHARES CORE S&P MID-CAP ETF 30248 1996354 ETF
KENSINGTON CREDIT OPPORTUNITIES ETF 79149 1980704 ETF
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF 60556 1967480 ETF
STELLUS CAP INVT CORP COM 154573 1959989 CEF
INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY 34319 1884789 ETF
QUALCOMM INC COM 10973 1876932 Stock
SPDR GOLD SHARES 4736 1876924 ETF
GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 35060 1853611 ETF
CAMBRIA EMERGING SHAREHOLDER YIELD ETF 48044 1841512 ETF
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 12013 1838178 ETF
ISHARES U.S. CONSUMER DISCRETIONARY ETF 17766 1832241 ETF
GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 34687 1831495 ETF
FIDELITY HIGH DIVIDEND ETF 32071 1818131 ETF
FT VEST LADDERED MODERATE BUFFER ETF 68184 1808922 ETF
LAM RESEARCH CORP COM NEW 10452 1789172 Stock
ABBOTT LABS COM 14234 1783363 Stock
SLR INVESTMENT CORP COM 114137 1764555 CEF
CUMMINS INC COM 3452 1762258 Stock
VANGUARD DIVIDEND APPRECIATION ETF 7767 1707036 ETF
MEDICAL PPTYS TRUST INC COM 339786 1698930 REIT
LOCKHEED MARTIN CORP COM 3500 1692761 Stock
FIDELITY ENHANCED LARGE CAP GROWTH ETF 40505 1689048 ETF
AMERICAN TOWER CORP COM 9613 1687830 REIT
FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JULY 71076 1686534 ETF
FIDELITY ENHANCED LARGE CAP VALUE ETF 48631 1685567 ETF
COMFORT SYS USA INC COM 1798 1677806 Stock
GE AEROSPACE COM NEW 5378 1656476 Stock
BANK AMERICA CORP COM 30044 1652401 Stock
GE VERNOVA INC COM 2522 1648333 Stock
INNOVATOR GROWTH ACCELERATED PLUS ETF - APRIL 36679 1642833 ETF
SHOPIFY INC CL A SUB VTG SHS 10201 1642063 Stock
FIDELITY MSCI MATERIALS INDEX ETF 30907 1641482 ETF
FIDELITY MSCI INDUSTRIAL INDEX ETF 19870 1638841 ETF
ISHARES SEMICONDUCTOR ETF 5349 1610932 ETF
ORACLE CORP COM 8144 1587283 Stock
FIDELITY BLUE CHIP GROWTH ETF 28852 1582265 ETF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 41181 1573951 ETF
ACCENTURE PLC IRELAND SHS CLASS A 5708 1531332 Stock
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 18778 1514100 ETF
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 30604 1504171 ETF
MARATHON PETE CORP COM 9223 1499894 Stock
INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 19086 1498155 ETF
BLACKSTONE SECD LENDING FD COMMON STOCK 56598 1490215 CEF
MOODYS CORP COM 2897 1479682 Stock
NEXTERA ENERGY INC COM 18372 1474897 Stock
FIDELITY SUSTAINABLE HIGH YIELD ETF 30386 1471905 ETF
FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER 30114 1470705 ETF
YIELDMAX TSLA OPTION INCOME STRATEGY ETF 39057 1466216 ETF
AT&T INC COM 58962 1464621 Stock
FIDELITY MSCI ENERGY INDEX ETF 58124 1439722 ETF
OREILLY AUTOMOTIVE INC COM 15767 1438108 Stock
ARBOR REALTY TRUST INC COM 183764 1426006 REIT
GILEAD SCIENCES INC COM 11508 1412444 Stock
BOEING CO COM 6467 1404115 Stock
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 13013 1388517 ETF
LOWES COS INC COM 5749 1386425 Stock
INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY 42306 1352531 ETF
FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN 30933 1323623 ETF
BOOKING HOLDINGS INC COM 245 1312173 Stock
INNOVATOR GROWTH ACCELERATED PLUS ETF - OCTOBER 38349 1311210 ETF
UNITED PARCEL SVCS INC CL B 13208 1310089 Stock
L3HARRIS TECHNOLOGIES INC COM 4401 1291958 Stock
FIDELITY ENHANCED INTERNATIONAL ETF 34545 1263656 ETF
CRESCENT ENERGY COMPANY CL A COM 150343 1261379 Stock
HERSHEY CO COM 6928 1260748 Stock
WILLIAMS COS INC COM 20718 1245331 Stock
IREN LIMITED ORDINARY SHARES 32852 1240820 Stock
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 16747 1227243 ETF
INNOVATIVE INDL PPTYS INC COM 25760 1220011 REIT
HONEYWELL INTL INC COM 6241 1217607 Stock
FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER 22018 1207247 ETF
FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY 25323 1204615 ETF
PFIZER INC COM 48186 1199833 Stock
FORTINET INC COM 15088 1198145 Stock
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 31597 1181557 ETF
PAYPAL HLDGS INC COM 20213 1180037 Stock
ISHARES U.S. INFRASTRUCTURE ETF 22402 1178815 ETF
UNION PAC CORP COM 4942 1143155 Stock
ISHARES 20 YEAR TREASURY BOND ETF 13063 1138540 ETF
SALESFORCE INC COM 4282 1134457 Stock
ISHARES RUSSELL 1000 GROWTH ETF 2397 1134298 ETF
DISNEY WALT CO COM 9927 1129380 Stock
WISDOMTREE INDIA EARNINGS FUND 24361 1127685 ETF
STARWOOD PPTY TR INC COM 62528 1126132 REIT
ISHARES RUSSELL MIDCAP ETF 11662 1122726 ETF
ALIBABA GROUP HLDG LTD SPONSORED ADS 7587 1112167 ADR
FIDELITY MSCI HEALTH CARE INDEX ETF 14967 1111722 ETF
ISHARES 10-20 YEAR TREASURY BOND ETF 10902 1108441 ETF
AUTOMATIC DATA PROCESSING INC COM 4297 1105317 Stock
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 18999 1104198 ETF
ISHARES CORE MSCI EUROPE ETF 15530 1102303 ETF
CONOCOPHILLIPS COM 11656 1091105 Stock
SHELL PLC SPON ADS 14801 1087563 ADR
NOVO-NORDISK A S ADR 21316 1084571 ADR
EATON CORP PLC SHS 3375 1074971 Stock
FIRST CTZNS BANCSHARES INC DEL CL A 500 1073090 Stock
HOME BANCSHARES INC COM 38604 1072419 Stock
HCA HEALTHCARE INC COM 2297 1072200 Stock
FIDELITY PREFERRED SECURITIES & INCOME ETF 49024 1068471 ETF
PRUDENTIAL FINL INC COM 9404 1061545 Stock
MORGAN STANLEY COM NEW 5976 1060832 Stock
ANALOG DEVICES INC COM 3891 1055148 Stock
ONEOK INC NEW COM 14354 1055016 Stock
SNOWFLAKE INC COM SHS 4793 1051392 Stock
PENNANTPARK INVT CORP COM 175787 1047688 CEF
BLACKROCK ENHANCED LARGE CAP C COM 44663 1043769 CEF
JPMORGAN EQUITY PREMIUM INCOME ETF 18222 1043041 ETF
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 10170 1038928 ETF
DOW INC COM 44253 1034646 Stock
ISHARES SELECT DIVIDEND ETF 7320 1033139 ETF
SHERWIN WILLIAMS CO COM 3151 1021126 Stock
CASEYS GEN STORES INC COM 1842 1018195 Stock
FIDELITY ENHANCED SMALL CAP ETF 26859 1014747 ETF
ASTRAZENECA PLC SPONSORED ADR 10988 1010123 ADR
WASTE MGMT INC DEL COM 4584 1007051 Stock
BANK NEW YORK MELLON CORP COM 8632 1002146 Stock
ISHARES MSCI EAFE ETF 10409 999549 ETF
FT VEST LADDERED BUFFER ETF 28809 986996 ETF
FIDELITY MSCI FINANCIALS INDEX ETF 12671 985026 ETF
ROSS STORES INC COM 5445 980877 Stock
US BANCORP DEL COM NEW 18124 967104 Stock
INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY 28544 964502 ETF
ARCH CAP GROUP LTD ORD 10009 960094 Stock
SERVICENOW INC COM 6266 959812 Stock
PARKER-HANNIFIN CORP COM 1091 959270 Stock
ENBRIDGE INC COM 19929 953181 Stock
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 35537 932487 ETF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 15261 928046 ETF
PALO ALTO NETWORKS INC COM 5033 927079 Stock
REALTY INCOME CORP COM 16368 922651 REIT
PRICE T ROWE GROUP INC COM 8983 919729 Stock
ISHARES RUSSELL 1000 ETF 2462 919510 ETF
AUTOZONE INC COM 271 919096 Stock
FIDELITY VALUE FACTOR ETF 12716 918951 ETF
ISHARES U.S. INDUSTRIALS ETF 6170 914209 ETF
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 5891 911952 ETF
THE TRADE DESK INC COM CL A 23993 910774 Stock
FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER 24038 909117 ETF
TRACTOR SUPPLY CO COM 18095 904954 Stock
YIELDMAX PLTR OPTION INCOME STRATEGY ETF 17515 902918 ETF
ISHARES CORE U.S. AGGREGATE BOND ETF 9012 900112 ETF
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER 26482 891649 ETF
CORNING INC COM 10148 888559 Stock
FS KKR CAP CORP COM 59903 887163 CEF
VANECK SEMICONDUCTOR ETF 2424 873106 ETF
BLACKROCK INC COM 814 871299 Stock
CAPITAL GROUP CORE BOND ETF 32781 869358 ETF
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 18059 866820 ETF
MONROE CAP CORP COM 135809 865104 CEF
INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER 25703 862456 ETF
CROWDSTRIKE HLDGS INC CL A 1822 854081 Stock
FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY 15041 851621 ETF
NIKE INC CL B 13355 850823 Stock
ISHARES PREFERRED & INCOME SECURITIES ETF 27479 850746 ETF
NXP SEMICONDUCTORS N V COM 3912 849139 Stock
ZSCALER INC COM 3755 844575 Stock
FIDELITY ENHANCED MID CAP ETF 23003 836863 ETF
INVESCO S&P 500 QUALITY ETF 11143 836248 ETF
GALLAGHER ARTHUR J & CO COM 3222 833885 Stock
CITIGROUP INC COM NEW 7141 833267 Stock
ISHARES U.S. FINANCIALS ETF 6400 825154 ETF
COREBRIDGE FINL INC COM 26904 811707 Stock
ISHARES DYNAMIC EQUITY ACTIVE ETF 31672 811113 ETF
WISDOMTREE U.S. EFFICIENT CORE FUND 14709 806182 ETF
ISHARES U.S. UTILITIES ETF 7395 801340 ETF
COTERRA ENERGY INC COM 30401 800155 Stock
INNOVATOR NASDAQ-100 POWER BUFFER ETF- OCTOBER 13718 794547 ETF
INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER 23640 791408 ETF
STARBUCKS CORP COM 9376 789515 Stock
ALERIAN MLP ETF 16762 788127 ETF
THRIVENT SMALL-MID CAP EQUITY ETF 18920 787784 ETF
EASTERLY GOVT PPTYS INC COM SHS 37171 787653 REIT
CAPITAL SOUTHWEST CORP COM 35500 786317 CEF
ADOBE INC COM 2247 786255 Stock
PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF 18431 782949 ETF
ISHARES FLEXIBLE INCOME ACTIVE ETF 14810 781510 ETF
NUCOR CORP COM 4772 778372 Stock
INNOVATOR PREMIUM INCOME 30 BARRIER ETF - OCTOBER 32481 778082 ETF
ISHARES U.S. HEALTHCARE ETF 11916 775736 ETF
KIMBERLY-CLARK CORP COM 7474 754014 Stock
COMCAST CORP NEW CL A 25027 748069 Stock
D R HORTON INC COM 5181 746209 Stock
FIDELITY TOTAL BOND ETF 16073 739981 ETF
BROWN & BROWN INC COM 9232 735790 Stock
KENSINGTON HEDGED PREMIUM INCOME ETF 28197 723524 ETF
ISHARES MSCI USA QUALITY FACTOR ETF 3641 723170 ETF
FASTLY INC CL A 70868 721436 Stock
BRISTOL-MYERS SQUIBB CO COM 13313 718094 Stock
FIDELITY MSCI UTILITIES INDEX ETF 12965 715952 ETF
APPLIED MATLS INC COM 2777 713788 Stock
PHILLIPS 66 COM 5527 713254 Stock
PNC FINL SVCS GROUP INC COM 3417 713195 Stock
ISHARES INTERNATIONAL SELECT DIVIDEND ETF 17905 706359 ETF
INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JANUARY 28642 705602 ETF
ISHARES 0-3 MONTH TREASURY BOND ETF 7018 704506 ETF
ADVANCED MICRO DEVICES INC COM 3209 687239 Stock
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL 19443 683044 ETF
GLOBAL X NASDAQ 100 COVERED CALL ETF 38588 681844 ETF
ISHARES MORNINGSTAR GROWTH ETF 6533 679718 ETF
SCHWAB INTERNATIONAL EQUITY ETF 28017 673526 ETF
FT VEST U.S. EQUITY BUFFER FUND - MAY 12537 670103 ETF
AVANTIS U.S. EQUITY ETF 5976 667972 ETF
SIMON PPTY GROUP INC NEW COM 3608 667890 REIT
FT VEST US EQUITY DEEP BUFFER ETF - MARCH 15824 659144 ETF
PRINCIPAL FINANCIAL GROUP INC COM 7442 656459 Stock
ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 13035 654357 ETF
BLACKROCK SCIENCE & TECHNOLOGY SHS 16073 651602 CEF
FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY 14218 643211 ETF
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 5462 642986 ETF
ISHARES CORE U.S. REIT ETF 11218 638997 ETF
LENDINGTREE INC NEW COM 11996 636868 Stock
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 5955 629384 ETF
GENERAL DYNAMICS CORP COM 1857 625025 Stock
MERCADOLIBRE INC COM 309 622406 Stock
FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST 15763 618855 ETF
FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER 23641 615018 ETF
FT VEST NASDAQ-100 BUFFER ETF - SEPTEMBER 19369 613594 ETF
FT VEST U.S. EQUITY BUFFER ETF - JULY 10824 605233 ETF
PINTEREST INC CL A 23346 604428 Stock
SABLE OFFSHORE CORP COM SHS 67000 604340 Stock
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 33569 602894 Stock
FT VEST U.S. EQUITY BUFFER ETF - AUGUST 11288 597700 ETF
EMERSON ELEC CO COM 4493 596296 Stock
INVESCO NASDAQ 100 ETF 2344 592913 ETF
ISHARES RUSSELL MID-CAP GROWTH ETF 4289 587402 ETF
FT VEST NASDAQ-100 MODERATE BUFFER ETF - MAY 23425 586496 ETF
CHUBB LIMITED COM 1870 583801 Stock
ISHARES MSCI USA MIN VOL FACTOR ETF 6180 581918 ETF
TEXAS INSTRS INC COM 3341 579694 Stock
INTUIT COM 867 574412 Stock
EVERGY INC COM 7868 570358 Stock
VANGUARD FTSE EUROPE ETF 6817 569969 ETF
VANGUARD VALUE ETF 2982 569530 ETF
DUKE ENERGY CORP NEW COM NEW 4840 567334 Stock
ISHARES EXPANDED TECH SECTOR ETF 4385 566317 ETF
TARGET CORP COM 5788 565774 Stock
SEMPRA COM 6405 565494 Stock
ZILLOW GROUP INC CL A 8272 564399 Stock
FT VEST U.S. EQUITY MODERATE BUFFER ETF -NOVEMBER 14069 558821 ETF
NASDAQ INC COM 5751 558602 Stock
ZOOM COMMUNICATIONS INC CL A 6471 558383 Stock
ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT 22184 550270 ETF
FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY 13325 550229 ETF
FREEPORT-MCMORAN INC CL B 10807 548912 Stock
COUNTERPOINT QUANTITATIVE EQUITY ETF 13660 547779 ETF
SYMBOTIC INC CLASS A COM 9203 547578 Stock
WISDOMTREE U.S. TOTAL DIVIDEND FUND 6407 543864 ETF
INVESCO S&P MIDCAP MOMENTUM ETF 3920 542697 ETF
AFLAC INC COM 4914 541884 Stock
CYBERARK SOFTWARE LTD SHS 1212 540625 Stock
PAYCHEX INC COM 4818 540436 Stock
GLOBAL X SILVER MINERS ETF 6435 537457 ETF
QNITY ELECTRONICS INC COMMON STOCK 6548 534648 Stock
ISHARES MSCI TURKEY ETF 15400 530068 ETF
CVS HEALTH CORP COM 6651 527842 Stock
ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF 16568 524885 ETF
LYONDELLBASELL INDUSTRIES N V SHS - A - 12112 524467 Stock
FT VEST U.S. EQUITY BUFFER ETF - JUNE 9182 523925 ETF
EQUINIX INC COM 681 521590 REIT
GMO INTERNATIONAL VALUE ETF 15442 518558 ETF
FT VEST NASDAQ-100 BUFFER ETF - DECEMBER 15940 518528 ETF
MICROCHIP TECHNOLOGY INC. COM 8130 518022 Stock
INNOVATOR NASDAQ-100 MANAGED FLOOR ETF 15040 515579 ETF
TIMOTHY PLAN US LARGE/MID CAP CORE ETF 11317 514341 ETF
FIDELITY ENHANCED LARGE CAP CORE ETF 13471 514203 ETF
SIMPLIFY OPPORTUNISTIC INCOME ETF 21871 509810 ETF
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 21530 509184 CEF
BLACKROCK TCP CAPITAL CORP COM 92605 506549 CEF
FT VEST NASDAQ-100 MODERATE BUFFER ETF - AUGUST 21202 501692 ETF
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 11309 501443 ETF
ISHARES U.S. HOME CONSTRUCTION ETF 5171 497992 ETF
WISDOMTREE U.S. MIDCAP DIVIDEND FUND 9603 495515 ETF
FAIR ISAAC CORP COM 291 492523 Stock
ARM HOLDINGS PLC SPONSORED ADS 4495 491348 ADR
KKR & CO INC COM 3851 490912 Stock
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 14629 489340 ETF
INTUITIVE SURGICAL INC COM NEW 860 487109 Stock
FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE 10220 483831 ETF
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 4613 480033 ETF
METTLER TOLEDO INTERNATIONAL COM 344 479601 Stock
PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS 34584 478648 CEF
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY 13189 476919 ETF
FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER 9225 475641 ETF
DIAMONDBACK ENERGY INC COM 3160 475040 Stock
CAPITAL ONE FINL CORP COM 1957 474376 Stock
GLOBAL X S&P 500 COVERED CALL ETF 11625 472329 ETF
FIDELITY MSCI CONSUMER STAPLES INDEX ETF 9584 471423 ETF
UNITEDHEALTH GROUP INC COM 1416 467458 Stock
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 4229 465954 ETF
KLA CORP COM NEW 383 465543 Stock
VERTEX PHARMACEUTICALS INC COM 1026 465147 Stock
STATE STREET ENERGY SELECT SECTOR SPDR ETF 10387 464421 ETF
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 10136 461272 ETF
FIDELITY MSCI REAL ESTATE INDEX ETF 17042 458254 ETF
BARRICK MNG CORP COM SHS 10474 456143 Stock
ISHARES CORE 60/40 BALANCED ALLOCATION ETF 6969 453047 ETF
PGIM AAA CLO ETF 8831 452671 ETF
FT VEST NASDAQ-100 MODERATE BUFFER ETF - NOVEMBER 19255 450174 ETF
CHIPOTLE MEXICAN GRILL INC COM 12129 448773 Stock
MCKESSON CORP COM 545 447376 Stock
DUPONT DE NEMOURS INC COM 11079 445359 Stock
FT VEST US EQUITY BUFFER ETF - DECEMBER 8701 445342 ETF
VANGUARD U.S. VALUE FACTOR ETF 3342 443751 ETF
INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JULY 11405 443446 ETF
VIRTUS INFRACAP U.S. PREFERRED STOCK ETF 20488 441516 ETF
NUVEEN AA-BBB CLO ETF 17573 440213 ETF
DEERE & CO COM 936 435569 Stock
NEOS NASDAQ 100 HIGH INCOME ETF 8056 433909 ETF
INNOVATOR GROWTH ACCELERATED PLUS ETF - JULY 11011 433028 ETF
FIDELITY WISE ORIGIN BITCOIN FUND 5644 430242 ETF
FT VEST NASDAQ-100 BUFFER ETF - MARCH 12990 428689 ETF
CARLYLE SECURED LENDING INC COM 34182 426933 CEF
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 11132 421573 ETF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 7691 421236 ETF
NEWMONT CORP COM 4216 420968 Stock
LUCID DIAGNOSTICS INC COM 383999 418559 Stock
LAUDER ESTEE COS INC CL A 3993 418181 Stock
DOMINION ENERGY INC COM 7106 416337 Stock
CAMBRIA TAX AWARE ETF 14608 414931 ETF
ISHARES MSCI EAFE VALUE ETF 5810 414892 ETF
INNOVATOR PREMIUM INCOME 30 BARRIER ETF - APRIL 16810 414354 ETF
PIMCO CORPORATE & INCOME OPPOR COM 32039 413301 CEF
ISHARES MSCI EMERGING MARKETS EX CHINA ETF 5616 408205 ETF
WYNN RESORTS LTD COM 3364 404814 Stock
JOHNSON CTLS INTL PLC SHS 3380 404768 Stock
INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JANUARY 12635 399582 ETF
MEDTRONIC PLC SHS 4105 394292 Stock
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 1430 393808 Stock
CRISPR THERAPEUTICS AG NAMEN AKT 7507 393667 Stock
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 4376 391373 ETF
ARISTA NETWORKS INC COM SHS 2973 389552 Stock
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF 10559 388792 ETF
ISHARES GLOBAL REIT ETF 15568 388416 ETF
DATADOG INC CL A COM 2820 383492 Stock
STATE STREET SPDR S&P SOFTWARE & SERVICES ETF 2043 382321 ETF
ISHARES S&P 100 ETF 1112 381258 ETF
VANGUARD TOTAL STOCK MARKET ETF 1134 380327 ETF
VANECK GOLD MINERS ETF 4422 379296 ETF
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 7452 379023 ETF
ISHARES BITCOIN TRUST ETF 7604 377531 ETF
MONDELEZ INTL INC CL A 6982 375838 Stock
SLB LIMITED COM STK 9710 372667 Stock
INNOVATOR PREMIUM INCOME 20 BARRIER ETF - APRIL 15066 372348 ETF
GRAYSCALE BITCOIN TRUST ETF 5426 370921 ETF
VANGUARD FTSE DEVELOPED MARKETS ETF 5923 369982 ETF
PERMIAN RESOURCES CORP CLASS A COM 26092 366071 Stock
PINNACLE FINL PARTNERS INC COM 3819 364404 Stock
BWX TECHNOLOGIES INC COM 2102 363275 Stock
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 6856 362520 ETF
ISHARES BBB-B CLO ACTIVE ETF 7304 362256 ETF
FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF 2548 362141 ETF
ISHARES U.S. ENERGY ETF 7619 362139 ETF
ISHARES COPPER AND METALS MINING ETF 8016 355191 ETF
SENTINELONE INC CL A 23615 354225 Stock
INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027 11915 352565 ETF
ISHARES HEALTH INNOVATION ACTIVE ETF 11612 352076 ETF
TRAVELERS COMPANIES INC COM 1212 351553 Stock
ASML HLDG NV N Y REGISTRY SHS 327 349546 ADR
AGNC INVT CORP COM 32538 348808 REIT
RITHM CAPITAL CORP COM NEW 31915 347874 REIT
BARINGS BDC INC COM 37797 346979 CEF
LENNOX INTL INC COM 714 346704 Stock
HOWMET AEROSPACE INC COM 1687 345869 Stock
NEOS RUSSELL 2000 HIGH INCOME ETF 7095 345401 ETF
KIMBELL RTY PARTNERS LP UNIT 29216 343582 Stock
SABINE RTY TR UNIT BEN INT 5000 342850 Stock
FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF 12304 341303 ETF
INNOVATOR PREMIUM INCOME 20 BARRIER ETF - OCTOBER 14163 339127 ETF
ISHARES MSCI ISRAEL ETF 3081 338966 ETF