Wealthcare Advisory Partners LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Wealthcare Advisory Partners LLC held in its portfolio 500 assets valued at $5,090,552,301 (i.e. $5.09B).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($900.15M), VANGUARD INDEX FDS ($119.21M), and ISHARES TR ($117.60M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wealthcare Advisory Partners LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 14795142 | 900149189 | STATE STREET SPD |
| VANGUARD INDEX FDS | 355564 | 119209782 | TOTAL STK MKT |
| ISHARES TR | 1148502 | 117595158 | 0-5 YR TIPS ETF |
| SPDR S&P 500 ETF TR | 172209 | 117432438 | TR UNIT |
| VANGUARD INDEX FDS | 149344 | 93658274 | S&P 500 ETF SHS |
| NVIDIA CORPORATION | 421676 | 78642642 | COM |
| ISHARES TR | 767465 | 73799458 | 7-10 YR TRSY BD |
| APPLE INC | 267241 | 72652176 | COM |
| FIDELITY MERRIMACK STR TR | 1504259 | 69256090 | TOTAL BD ETF |
| DIMENSIONAL ETF TRUST | 1548995 | 61324692 | US CORE EQUITY 2 |
| INVESCO QQQ TR | 96619 | 59354272 | UNIT SER 1 |
| ISHARES TR | 533437 | 57136421 | NATIONAL MUN ETF |
| SPDR INDEX SHS FDS | 1273831 | 56570824 | PORTFOLIO DEVLPD |
| CAPITAL GROUP DIVIDEND VALUE | 1236233 | 53949212 | SHS CREATION UNI |
| WISDOMTREE TR | 932701 | 51121366 | US EFFICIENT COR |
| MICROSOFT CORP | 104969 | 50765185 | COM |
| ISHARES TR | 66926 | 45840366 | CORE S&P500 ETF |
| VANGUARD WHITEHALL FDS | 319399 | 45840168 | HIGH DIV YLD |
| ISHARES TR | 389051 | 39052900 | 0-3 MNTH TREASRY |
| ISHARES TR | 386240 | 38577664 | CORE US AGGBD ET |
| SCHWAB STRATEGIC TR | 1422321 | 37677273 | US TIPS ETF |
| DBX ETF TR | 765477 | 36827094 | XTRACK MSCI EAFE |
| VANGUARD TAX-MANAGED FDS | 577144 | 36054177 | VAN FTSE DEV MKT |
| PACER FDS TR | 568262 | 34192334 | US CASH COWS 100 |
| AMERICAN CENTY ETF TR | 333389 | 33999029 | US SML CP VALU |
| ISHARES TR | 403688 | 31297924 | EAFE SML CP ETF |
| CAPITAL GROUP GROWTH ETF | 612086 | 27219459 | SHS CREATION UNI |
| ISHARES TR | 1145131 | 26801797 | IBONDS DEC 29 |
| AMAZON COM INC | 115628 | 26689332 | COM |
| DIMENSIONAL ETF TRUST | 757905 | 26117393 | INTL CORE EQUITY |
| J P MORGAN EXCHANGE TRADED F | 532785 | 24662612 | INCOME ETF |
| VANGUARD SPECIALIZED FUNDS | 111977 | 24610210 | DIV APP ETF |
| VANGUARD INTL EQUITY INDEX F | 332769 | 24478499 | ALLWRLD EX US |
| SCHWAB STRATEGIC TR | 850937 | 23341201 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 121482 | 23201844 | VALUE ETF |
| ISHARES TR | 189815 | 22811951 | CORE S&P SCP ETF |
| JPMORGAN CHASE & CO. | 70018 | 22561275 | COM |
| VANECK ETF TRUST | 213781 | 22139121 | MRNGSTR WDE MOAT |
| INVESCO EXCH TRADED FD TR II | 1043541 | 21914355 | SR LN ETF |
| ISHARES TR | 78664 | 21785234 | RUS TP200 GR ETF |
| PIMCO ETF TR | 800980 | 21370151 | MULTISECTOR BD |
| ISHARES TR | 322208 | 21265727 | CORE S&P MCP ETF |
| VANGUARD WORLD FD | 147312 | 20794515 | MEGA CAP VAL ETF |
| VANECK ETF TRUST | 671370 | 19714796 | FALLEN ANGEL HG |
| ISHARES TR | 259949 | 19480544 | RUSEL 2500 ETF |
| ALPHABET INC | 61604 | 19282041 | CAP STK CL A |
| INVESCO EXCH TRADED FD TR II | 73040 | 18473384 | NASDAQ 100 ETF |
| CAPITAL GROUP INTL FOCUS EQT | 617695 | 18252890 | SHS CREATION UNI |
| EA SERIES TRUST | 197940 | 17770361 | ALPHA ARCHITECT |
| BROADCOM INC | 51028 | 17660743 | COM |
| ISHARES TR | 253082 | 17649963 | FUTURE EXPONENTI |
| VANGUARD INDEX FDS | 35487 | 17312675 | GROWTH ETF |
| INNOVATOR ETFS TRUST | 499408 | 16735167 | DEFINED WLT SHLD |
| SPROTT ASSET MANAGEMENT LP | 506481 | 16724003 | PHYSICAL GOLD TR |
| WISDOMTREE TR | 331094 | 16660638 | FLOATNG RAT TREA |
| ISHARES TR | 44467 | 16605803 | RUS 1000 ETF |
| TESLA INC | 36880 | 16585898 | COM |
| BERKSHIRE HATHAWAY INC DEL | 32528 | 16350095 | CL B NEW |
| J P MORGAN EXCHANGE TRADED F | 283836 | 16246774 | EQUITY PREMIUM |
| ISHARES INC | 221999 | 16134901 | MSCI EMRG CHN |
| SCHWAB STRATEGIC TR | 491800 | 16042523 | US LCAP GR ETF |
| ABBVIE INC | 69377 | 15851911 | COM |
| PGIM ETF TR | 318137 | 15776408 | PGIM ULTRA SH BD |
| VANGUARD INDEX FDS | 54126 | 15708478 | MID CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 81913 | 15691293 | S&P500 EQL WGT |
| JOHNSON & JOHNSON | 75180 | 15558458 | COM |
| ISHARES TR | 160582 | 15290603 | MBS ETF |
| HOME DEPOT INC | 44423 | 15285882 | COM |
| VANGUARD SCOTTSDALE FDS | 268447 | 14979359 | LONG TERM TREAS |
| CAPITAL GRP FIXED INCM ETF T | 660083 | 14944274 | CORE PLUS INCM |
| WORLD GOLD TR | 172716 | 14744765 | SPDR GLD MINIS |
| EXXON MOBIL CORP | 121510 | 14622495 | COM |
| JANUS DETROIT STR TR | 286931 | 14512986 | HENDRSON AAA CL |
| VISA INC | 41350 | 14502006 | COM CL A |
| ALPHABET INC | 45014 | 14125297 | CAP STK CL C |
| INVESCO ACTIVELY MANAGED EXC | 278063 | 13972668 | ULTRA SHRT DUR |
| WISDOMTREE TR | 296301 | 13063923 | INTERNATIONL EFI |
| FIRST TR EXCHNG TRADED FD VI | 243789 | 12995618 | FT VEST US EQT |
| INVESCO ACTIVELY MANAGED EXC | 512330 | 12859472 | VAR RATE INVT |
| ISHARES TR | 61339 | 12183134 | MSCI USA QLT FCT |
| HARBOR ETF TRUST | 389942 | 12128928 | LONG TERM GROWER |
| ISHARES SILVER TR | 187704 | 12091892 | ISHARES |
| FIRST TR EXCHANGE-TRADED FD | 313127 | 11999037 | SMID RISNG ETF |
| SPDR GOLD TR | 29832 | 11822597 | GOLD SHS |
| META PLATFORMS INC | 17796 | 11747267 | CL A |
| ISHARES TR | 122318 | 11746194 | MSCI EAFE ETF |
| INVESCO EXCHANGE TRADED FD T | 102704 | 11693931 | S&P 500 GARP ETF |
| ELI LILLY & CO | 10838 | 11647017 | COM |
| ETF SER SOLUTIONS | 403302 | 11482010 | APTUS DEFINED |
| VANGUARD INDEX FDS | 126626 | 11205143 | REAL ESTATE ETF |
| INVESCO EXCH TRADED FD TR II | 105538 | 11150106 | SHORT TERM TREAS |
| ISHARES TR | 121268 | 10848641 | CORE MSCI EAFE |
| WISDOMTREE TR | 119239 | 10663545 | US QTLY DIV GRT |
| SCHWAB STRATEGIC TR | 395945 | 10654891 | US LRG CAP ETF |
| INVESCO EXCH TRADED FD TR II | 91371 | 10461993 | S&P 500 REVENUE |
| ISHARES TR | 95649 | 10205749 | SHRT NAT MUN ETF |
| VANECK ETF TRUST | 28133 | 10131460 | SEMICONDUCTR ETF |
| TRUIST FINL CORP | 202746 | 9977154 | COM |
| ISHARES TR | 138772 | 9909726 | EAFE VALUE ETF |
| ISHARES TR | 46955 | 9876582 | RUS 1000 VAL ETF |
| ISHARES TR | 20728 | 9810730 | RUS 1000 GRW ETF |
| GLOBAL X FDS | 205129 | 9803102 | US INFR DEV ETF |
| INVESCO EXCHANGE TRADED FD T | 172251 | 9754565 | S&P500 EQL IND |
| FIRST TR EXCHANGE TRADED FD | 140197 | 9739506 | RISNG DIVD ACHIV |
| SELECT SECTOR SPDR TR | 66495 | 9573222 | STATE STREET TEC |
| FRANKLIN TEMPLETON ETF TR | 137889 | 9559852 | US LRG CP MLTFCT |
| GOLDMAN SACHS ETF TR | 214627 | 9216083 | ACTIVEBETA INT |
| VANGUARD INDEX FDS | 35608 | 9185142 | SMALL CP ETF |
| CATERPILLAR INC | 16007 | 9170186 | COM |
| INVESCO EXCHANGE TRADED FD T | 73979 | 8797803 | S&P SML600 VAL |
| WISDOMTREE TR | 138225 | 8595924 | EFFICIENT GLD PL |
| WALMART INC | 76090 | 8477211 | COM |
| SPROTT ASSET MANAGEMENT LP | 352808 | 8343909 | PHYSICAL SILVER |
| ORACLE CORP | 42556 | 8294606 | COM |
| ISHARES TR | 157241 | 8274022 | US INFRASTRUC |
| ISHARES TR | 94066 | 7961730 | CORE MSCI TOTAL |
| J P MORGAN EXCHANGE TRADED F | 129901 | 7549854 | NASDAQ EQT PREM |
| COSTCO WHSL CORP NEW | 8713 | 7513561 | COM |
| COLUMBIA ETF TR II | 195534 | 7500697 | EM CORE EX ETF |
| FIRST TR EXCHANGE TRADED FD | 48062 | 7354476 | NASDQ CLN EDGE |
| LOWES COS INC | 30481 | 7350815 | COM |
| SELECT SECTOR SPDR TR | 47312 | 7339102 | STATE STREET IND |
| PIMCO DYNAMIC INCOME FD | 412001 | 7296537 | SHS |
| AMGEN INC | 22181 | 7260037 | COM |
| LAM RESEARCH CORP | 42191 | 7222262 | COM NEW |
| CALAMOS ETF TR | 267912 | 7163959 | AUTOCALLABLE INC |
| VANGUARD WORLD FD | 9372 | 7064385 | INF TECH ETF |
| INVESCO EXCH TRADED FD TR II | 83509 | 7039015 | KBW BK ETF |
| AMERICAN CENTY ETF TR | 108645 | 6928335 | AVANTIS EMERGING |
| INVESCO EXCH TRADED FD TR II | 57095 | 6812555 | S&P 500 MOMNTM |
| FIRST TR EXCHANGE-TRADED FD | 127374 | 6662988 | SHS |
| FIRST TR EXCHNG TRADED FD VI | 190521 | 6646977 | FT VEST LADDERED |
| INTERNATIONAL BUSINESS MACHS | 22413 | 6638933 | COM |
| ETF SER SOLUTIONS | 151501 | 6620593 | APTUS COLLRD INV |
| INVESCO EXCHANGE TRADED FD T | 63074 | 6460067 | S&P MDCP QUALITY |
| UNITED PARCEL SERVICE INC | 64949 | 6442330 | CL B |
| VANGUARD WHITEHALL FDS | 71516 | 6436422 | INTL HIGH ETF |
| CAPITAL GROUP CORE EQUITY ET | 158440 | 6374057 | SHS CREATION UNI |
| ISHARES TR | 91525 | 6353683 | CORE DIV GRWTH |
| ISHARES TR | 124690 | 6259419 | NORTH AMERN NAT |
| ISHARES TR | 83369 | 6242680 | US SML CAP EQT |
| INVESCO EXCH TRADED FD TR II | 255599 | 6218715 | VAR RATE PFD |
| CISCO SYS INC | 79268 | 6105986 | COM |
| ISHARES TR | 47358 | 6101117 | ESG MSCI KLD 400 |
| PROSHARES TR | 85710 | 6034841 | PSHS ULTRA QQQ |
| ISHARES TR | 118321 | 6017813 | FLTG RATE NT ETF |
| ISHARES TR | 35511 | 5963753 | CORE S&P US GWT |
| LOCKHEED MARTIN CORP | 12266 | 5932560 | COM |
| DISNEY WALT CO | 51998 | 5915826 | COM |
| CAPITAL GRP FIXED INCM ETF T | 214781 | 5880698 | MUNICIPAL INCOME |
| TIDAL TRUST II | 281429 | 5870609 | RETURN STACKED B |
| J P MORGAN EXCHANGE TRADED F | 112931 | 5752706 | ULTRA SHT MUNCPL |
| JANUS DETROIT STR TR | 110468 | 5750964 | HENDERSON SECURI |
| ISHARES TR | 100663 | 5733756 | CRE U S REIT ETF |
| INVESCO EXCH TRADED FD TR II | 154383 | 5689029 | NASDAQNXTGEN100 |
| PALANTIR TECHNOLOGIES INC | 31773 | 5647651 | CL A |
| SERVICENOW INC | 36537 | 5597127 | COM |
| PROSHARES TR | 95918 | 5555571 | PSHS ULT S&P 500 |
| DIMENSIONAL ETF TRUST | 130354 | 5547887 | CORE FIXED INCOM |
| ISHARES TR | 109467 | 5522631 | 10+ YR INVST GRD |
| HARTFORD FDS EXCHANGE TRADED | 138424 | 5413758 | MUN OPORTUNITE |
| BERKSHIRE HATHAWAY INC DEL | 7 | 5283600 | CL A |
| FIRST TR EXCHANGE-TRADED FD | 48265 | 5243524 | WTR ETF |
| DIREXION SHS ETF TR | 176048 | 5207471 | AUSPCE CMD STG |
| SOUTHERN CO | 59326 | 5173240 | COM |
| PROCTER AND GAMBLE CO | 35757 | 5124376 | COM |
| WASTE MGMT INC DEL | 23257 | 5109719 | COM |
| CAPITAL GRP FIXED INCM ETF T | 201796 | 5106442 | ULTRA SHORT INCO |
| ISHARES TR | 105920 | 5103212 | FUTURE AI & TECH |
| SCHWAB STRATEGIC TR | 192190 | 5041137 | US BRD MKT ETF |
| AMPLIFY ETF TR | 113214 | 5038003 | CWP ENHANCED DIV |
| CHEVRON CORP NEW | 32939 | 5020281 | COM |
| MASTERCARD INCORPORATED | 8772 | 5007561 | CL A |
| MICRON TECHNOLOGY INC | 17427 | 4973911 | COM |
| RBB FD INC | 69286 | 4972655 | MOTLEY FOL ETF |
| GOLDMAN SACHS ETF TR | 58286 | 4961285 | EQUAL WEIGHT US |
| VANGUARD INDEX FDS | 27786 | 4928423 | MCAP VL IDXVIP |
| APOLLO GLOBAL MGMT INC | 34017 | 4924346 | COM |
| DIMENSIONAL ETF TRUST | 65916 | 4888961 | US EQUITY MARKET |
| GE AEROSPACE | 15621 | 4811703 | COM NEW |
| TJX COS INC NEW | 31201 | 4792766 | COM |
| RBB FD INC | 95676 | 4772330 | US TREAS 3 MNTH |
| VANGUARD WORLD FD | 22954 | 4764121 | MATERIALS ETF |
| ASTERA LABS INC | 28554 | 4750243 | COM |
| ARES CAPITAL CORP | 228531 | 4623189 | COM |
| BANK FIRST CORP | 37580 | 4577938 | COM |
| DIMENSIONAL ETF TRUST | 138689 | 4561484 | US SMALL CAP VAL |
| ISHARES TR | 18529 | 4561200 | RUSSELL 2000 ETF |
| SELECT SECTOR SPDR TR | 55215 | 4512233 | STATE STREET CON |
| TRISALUS LIFE SCIENCES INC | 643740 | 4493305 | COM |
| BLACKROCK ETF TRUST II | 82441 | 4350407 | ISHARES FLEXIBLE |
| WISDOMTREE TR | 114698 | 4327556 | EMERGING MARKETS |
| NETFLIX INC | 45984 | 4311483 | COM |
| RTX CORPORATION | 23457 | 4302070 | COM |
| FIRST TR EXCHANGE-TRADED FD | 70465 | 4222997 | FIRST TR ENH NEW |
| ISHARES TR | 28250 | 4200531 | CORE S&P TTL STK |
| VANGUARD MUN BD FDS | 83372 | 4192765 | TAX EXEMPT BD |
| GOLDMAN SACHS ETF TR | 78981 | 4170174 | S&P 500 PREMIUM |
| WISDOMTREE TR | 79131 | 4083542 | ITL HIGH DIV FD |
| VANGUARD INDEX FDS | 19095 | 4044085 | SM CP VAL ETF |
| BANK AMERICA CORP | 72894 | 4009159 | COM |
| PFIZER INC | 158746 | 3952773 | COM |
| ISHARES BITCOIN TRUST ETF | 79373 | 3940870 | SHS BEN INT |
| SELECT SECTOR SPDR TR | 87794 | 3925253 | STATE STREET ENE |
| ISHARES TR | 27307 | 3854057 | SELECT DIVID ETF |
| INVESCO ACTIVELY MANAGED EXC | 75455 | 3845185 | S&P 500 EQUAL WE |
| MERCK & CO INC | 36480 | 3839918 | COM |
| KEYCORP | 182957 | 3776232 | COM |
| J P MORGAN EXCHANGE TRADED F | 74551 | 3771555 | ULTRA SHRT ETF |
| FIRST TR EXCHANGE TRADED FD | 38293 | 3764923 | RBA INDL ETF |
| VANECK ETF TRUST | 212920 | 3760159 | PREFERRED SECURT |
| HARTFORD FDS EXCHANGE TRADED | 195201 | 3738093 | SCHRDRS TAX BD |
| 3M CO | 23311 | 3732097 | COM |
| ABBOTT LABS | 29762 | 3728859 | COM |
| ISHARES TR | 12312 | 3707764 | ISHARES SEMICDTR |
| ANGEL OAK FUNDS TRUST | 173579 | 3614877 | INCOME ETF |
| BLACKSTONE INC | 23292 | 3590253 | COM |
| VANGUARD INDEX FDS | 12691 | 3542500 | MCAP GR IDXVIP |
| HONEYWELL INTL INC | 18148 | 3540586 | COM |
| AMERICAN CENTY ETF TR | 46522 | 3524983 | US LARGE CAP VLU |
| QUALCOMM INC | 20552 | 3515401 | COM |
| VANGUARD INTL EQUITY INDEX F | 24905 | 3513150 | TT WRLD ST ETF |
| CAMBRIA ETF TR | 139311 | 3505065 | TACTICAL YIELD E |
| DIMENSIONAL ETF TRUST | 102404 | 3503226 | US LARGE CAP VAL |
| ADVANCED MICRO DEVICES INC | 16291 | 3488906 | COM |
| TIDAL TRUST II | 122848 | 3454486 | RET STCKD GL STK |
| WISDOMTREE TR | 102948 | 3443627 | US SMALLCAP DIVD |
| SNOWFLAKE INC | 15549 | 3410829 | COM SHS |
| SALESFORCE INC | 12863 | 3407659 | COM |
| MCDONALDS CORP | 11130 | 3401755 | COM |
| MOODYS CORP | 6630 | 3387039 | COM |
| AMERICAN CENTY ETF TR | 77517 | 3374309 | REAL ESTATE ETF |
| ISHARES TR | 61472 | 3363131 | MSCI EMG MKT ETF |
| CUMMINS INC | 6585 | 3361435 | COM |
| PARKER-HANNIFIN CORP | 3823 | 3360289 | COM |
| INVESCO EXCHANGE TRADED FD T | 24257 | 3358608 | S&P MDCP MOMNTUM |
| JANUS DETROIT STR TR | 67693 | 3326454 | HENDRSN SHRT ETF |
| ETF SER SOLUTIONS | 30214 | 3313244 | DEFIANCE QUANTUM |
| VANECK ETF TRUST | 44681 | 3302815 | RARE EARTH AND S |
| J P MORGAN EXCHANGE TRADED F | 63030 | 3298910 | JPMORGAM LTD DUR |
| VERTIV HOLDINGS CO | 20335 | 3294483 | COM CL A |
| STRYKER CORPORATION | 9328 | 3278370 | COM |
| PACER FDS TR | 73619 | 3266495 | US SMALL CAP CAS |
| GAMCO NAT RES GOLD & INCOME | 435555 | 3244885 | SH BEN INT |
| VANGUARD SCOTTSDALE FDS | 26532 | 3230218 | VNG RUS1000GRW |
| COCA COLA CO | 45877 | 3207229 | COM |
| PROSHARES TR | 68080 | 3201122 | PSHS ULTRUSS2000 |
| VERIZON COMMUNICATIONS INC | 76688 | 3123484 | COM |
| CONSTELLATION ENERGY CORP | 8830 | 3119224 | COM |
| PROGRESSIVE CORP | 13658 | 3110291 | COM |
| VANECK ETF TRUST | 60076 | 3071083 | HIGH YLD MUNIETF |
| SPDR INDEX SHS FDS | 31566 | 3055873 | S&P CHINA ETF |
| ENTERPRISE PRODS PARTNERS L | 94971 | 3044755 | COM |
| WISDOMTREE TR | 58900 | 3039253 | US MIDCAP DIVID |
| SCHWAB STRATEGIC TR | 100912 | 3034431 | US MID-CAP ETF |
| ISHARES TR | 36475 | 3020833 | 1 3 YR TREAS BD |
| BOEING CO | 13861 | 3009537 | COM |
| MORGAN STANLEY | 16909 | 3001835 | COM NEW |
| ISHARES TR | 28174 | 2977734 | EXPANDED TECH |
| EATON CORP PLC | 9320 | 2968528 | SHS |
| FIRST TR EXCHANGE-TRADED FD | 71845 | 2967215 | DOW 30 EQL WGT |
| VANGUARD WORLD FD | 7141 | 2947501 | MEGA GRWTH IND |
| DIMENSIONAL ETF TRUST | 54356 | 2939021 | GLOBAL CORE PLUS |
| UNITEDHEALTH GROUP INC | 8901 | 2938214 | COM |
| EMERSON ELEC CO | 22051 | 2926648 | COM |
| FEDEX CORP | 9951 | 2874442 | COM |
| ROYAL CARIBBEAN GROUP | 10296 | 2871831 | COM |
| CAPITAL GRP FIXED INCM ETF T | 112521 | 2867029 | MUNICIPAL HIGH I |
| PALO ALTO NETWORKS INC | 15321 | 2822128 | COM |
| FIRST TR EXCHANGE-TRADED FD | 55289 | 2763922 | FST LOW OPPT EFT |
| SELECT SECTOR SPDR TR | 17745 | 2746865 | STATE STREET HEA |
| NEOS ETF TRUST | 54993 | 2734794 | NEOS ENH INC 1-3 |
| VANGUARD SCOTTSDALE FDS | 29531 | 2725748 | VNG RUS1000VAL |
| STATE STR CORP | 21120 | 2724627 | COM |
| CROWDSTRIKE HLDGS INC | 5711 | 2677088 | CL A |
| DUKE ENERGY CORP NEW | 22801 | 2672542 | COM NEW |
| FIDELITY COVINGTON TRUST | 72202 | 2641143 | ENHANCED INTL |
| SIMPLIFY EXCHANGE TRADED FUN | 96446 | 2629116 | MANAGED FUTURES |
| SPDR INDEX SHS FDS | 56048 | 2623613 | PORTFOLIO EMG MK |
| INNOVATOR ETFS TRUST | 52034 | 2594415 | LADERD ALCTN PWR |
| ISHARES GOLD TR | 31918 | 2590784 | ISHARES NEW |
| ISHARES TR | 62639 | 2590758 | HDG MSCI EAFE |
| INTUITIVE SURGICAL INC | 4536 | 2569009 | COM NEW |
| GE VERNOVA INC | 3919 | 2561415 | COM |
| ISHARES TR | 20714 | 2553250 | S&P 500 GRWT ETF |
| ALTRIA GROUP INC | 44023 | 2538339 | COM |
| LEGG MASON ETF INVT | 63569 | 2535247 | FRANKLIN US LOW |
| DEERE & CO | 5439 | 2532186 | COM |
| FIRST TR EXCHANGE TRADED FD | 35407 | 2529821 | NASDAQ CYB ETF |
| ARK 21SHARES BITCOIN ETF | 85723 | 2489396 | SHS BEN INT |
| UBER TECHNOLOGIES INC | 30284 | 2474506 | COM |
| VANGUARD INDEX FDS | 8125 | 2454534 | SML CP GRW ETF |
| FIRST TR EXCHANGE-TRADED ALP | 16655 | 2445282 | COM SHS |
| ISHARES TR | 45938 | 2429178 | ISHS 1-5YR INVS |
| CHUBB LIMITED | 7712 | 2406999 | COM |
| JANUS DETROIT STR TR | 32672 | 2403486 | HENDERSN CAP ETF |
| GILEAD SCIENCES INC | 19547 | 2399235 | COM |
| GOLDMAN SACHS GROUP INC | 2726 | 2396244 | COM |
| VERTEX PHARMACEUTICALS INC | 5259 | 2384220 | COM |
| VANGUARD SCOTTSDALE FDS | 23832 | 2371758 | VNG RUS2000IDX |
| GLOBAL X FDS | 63998 | 2365073 | INTERNET OF THNG |
| VANGUARD SCOTTSDALE FDS | 7556 | 2335068 | VNG RUS1000IDX |
| FLEXSHARES TR | 50847 | 2331319 | MORNSTAR UPSTR |
| ISHARES TR | 22161 | 2326947 | GLOBAL TECH ETF |
| AT&T INC | 93664 | 2326619 | COM |
| SCHWAB STRATEGIC TR | 81516 | 2321572 | US SML CAP ETF |
| ISHARES TR | 10861 | 2303346 | S&P 500 VAL ETF |
| NEXTERA ENERGY INC | 28593 | 2295484 | COM |
| ENERGY TRANSFER L P | 138567 | 2284977 | COM UT LTD PTN |
| DIMENSIONAL ETF TRUST | 68931 | 2280224 | EMERGING MKTS CO |
| EA SERIES TRUST | 44456 | 2279284 | FREEDOM 100 EM |
| SPDR S&P MIDCAP 400 ETF TR | 3764 | 2270875 | UTSER1 S&PDCRP |
| J P MORGAN EXCHANGE TRADED F | 47845 | 2265475 | CORE PLUS BD ETF |
| ISHARES TR | 23513 | 2263594 | RUS MID CAP ETF |
| ISHARES TR | 12480 | 2261577 | RUS 2000 VAL ETF |
| INVESCO EXCH TRADED FD TR II | 35741 | 2252054 | S&P GBL WATER |
| DOUBLELINE ETF TRUST | 43192 | 2241675 | COMMERCIAL REAL |
| GLOBAL X FDS | 36948 | 2236468 | GLB X MLP ENRG I |
| FIDELITY WISE ORIGIN BITCOIN | 29320 | 2235064 | SHS |
| TAIWAN SEMICONDUCTOR MFG LTD | 7354 | 2234788 | SPONSORED ADS |
| VANGUARD WORLD FD | 7719 | 2222023 | HEALTH CAR ETF |
| UNITED BANKSHARES INC WEST V | 57832 | 2220736 | COM |
| GENERAL DYNAMICS CORP | 6591 | 2218814 | COM |
| SPDR INDEX SHS FDS | 24460 | 2217807 | MSCI EAFE STRTGC |
| WP CAREY INC | 34381 | 2212751 | COM |
| SPDR INDEX SHS FDS | 15409 | 2207324 | MSCI WRLD STRGIC |
| PACER FDS TR | 39366 | 2187957 | TRENDP US LAR CP |
| CITIGROUP INC | 18731 | 2185691 | COM NEW |
| EA SERIES TRUST | 18931 | 2178958 | ALPHA ARCH 1-3 |
| PHILIP MORRIS INTL INC | 13528 | 2169945 | COM |
| ISHARES TR | 26911 | 2169797 | IBOXX HI YD ETF |
| INVESCO EXCHANGE TRADED FD T | 17054 | 2167686 | LARGE CAP GROWTH |
| ASTRAZENECA PLC | 23544 | 2164413 | SPONSORED ADR |
| SELECT SECTOR SPDR TR | 49899 | 2130187 | STATE STREET UTI |
| CORNING INC | 24302 | 2127873 | COM |
| SPDR INDEX SHS FDS | 51402 | 2100271 | S&P INTL SMLCP |
| REGIONS FINANCIAL CORP NEW | 77306 | 2095000 | COM |
| DIMENSIONAL ETF TRUST | 66090 | 2092740 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 78994 | 2087013 | GLOBAL REAL EST |
| INVESCO EXCHANGE TRADED FD T | 27666 | 2076323 | S&P500 QUALITY |
| INTEL CORP | 55919 | 2063429 | COM |
| VANGUARD BD INDEX FDS | 26140 | 2060072 | SHORT TRM BOND |
| ISHARES TR | 6354 | 2052296 | RUS 2000 GRW ETF |
| RBB FD INC | 40704 | 2038049 | US TRSRY 6 MNTH |
| INVESCO EXCH TRD SLF IDX FD | 33208 | 2029987 | RUSL 1000 DYNM |
| VANGUARD INDEX FDS | 6383 | 2009454 | LARGE CAP ETF |
| PIMCO ETF TR | 21582 | 2008827 | ACTIVE BD ETF |
| ISHARES TR | 64673 | 2002269 | PFD AND INCM SEC |
| VANGUARD INTL EQUITY INDEX F | 37243 | 2002183 | FTSE EMR MKT ETF |
| PAYCHEX INC | 17799 | 1996714 | COM |
| INVESCO EXCH TRADED FD TR II | 79297 | 1976088 | FLOATING RATE MU |
| UNITED RENTALS INC | 2435 | 1970408 | COM |
| FIDELITY COVINGTON TRUST | 53968 | 1963349 | ENHANCED MID |
| ADOBE INC | 5561 | 1946294 | COM |
| ISHARES TR | 22319 | 1945324 | 20 YR TR BD ETF |
| BRISTOL-MYERS SQUIBB CO | 35781 | 1930018 | COM |
| SPROTT ASSET MANAGEMENT LP | 41752 | 1912242 | PHYSICAL GOLD AN |
| MANAGED PORTFOLIO SERIES | 74408 | 1909322 | KENSINGTON HEDGE |
| VICTORY PORTFOLIOS II | 48039 | 1891757 | SHARES FREE CASH |
| TRANE TECHNOLOGIES PLC | 4848 | 1886967 | SHS |
| AMERICAN CENTY ETF TR | 19857 | 1865990 | INTL SMCP VLU |
| MORGAN STANLEY ETF TRUST | 36128 | 1860615 | EATON VANCE TOTA |
| MARSH & MCLENNAN COS INC | 10018 | 1858557 | COM |
| SSGA ACTIVE TR | 39171 | 1852005 | STATE STREET DOU |
| ISHARES TR | 39678 | 1824384 | ESG AWARE MSCI |
| REALTY INCOME CORP | 32278 | 1819506 | COM |
| SELECT SECTOR SPDR TR | 32873 | 1800466 | STATE STREET FIN |
| VANGUARD SCOTTSDALE FDS | 22574 | 1799820 | SHRT TRM CORP BD |
| RBB FD INC | 36654 | 1780088 | US TREASY 2 YR |
| DANAHER CORPORATION | 7744 | 1772835 | COM |
| DIMENSIONAL ETF TRUST | 46595 | 1772000 | US HIGH PROFITAB |
| PEPSICO INC | 12182 | 1748329 | COM |
| CINTAS CORP | 9238 | 1737338 | COM |
| AMERICAN EXPRESS CO | 4672 | 1728391 | COM |
| RBB FD INC | 34113 | 1712302 | US TREASRY 12 MT |
| FIDELITY COVINGTON TRUST | 38444 | 1696538 | SML MID MLTFCT |
| VANGUARD STAR FDS | 22191 | 1674082 | VG TL INTL STK F |
| SELECT SECTOR SPDR TR | 14208 | 1672575 | STATE STREET COM |
| WISDOMTREE TR | 11468 | 1653261 | JAPN HEDGE EQT |
| AMERICAN ELEC PWR CO INC | 14259 | 1644214 | COM |
| VANGUARD WORLD FD | 4168 | 1641976 | CONSUM DIS ETF |
| ISHARES TR | 4226 | 1634987 | RUSSELL 3000 ETF |
| PAYPAL HLDGS INC | 27773 | 1621398 | COM |
| GARMIN LTD | 7982 | 1619080 | SHS |
| ISHARES TR | 4660 | 1598177 | S&P 100 ETF |
| FIRST TR EXCHNG TRADED FD VI | 47645 | 1571809 | INNOVATION LEAD |
| ETF SER SOLUTIONS | 54371 | 1565889 | BAHL GAYNOR SML |
| PNC FINL SVCS GROUP INC | 7459 | 1556906 | COM |
| SPDR INDEX SHS FDS | 25019 | 1554699 | GLB NAT RESRCE |
| MCKESSON CORP | 1873 | 1536325 | COM |
| ISHARES INC | 22742 | 1528747 | CORE MSCI EMKT |
| DECKERS OUTDOOR CORP | 14652 | 1518973 | COM |
| BLUEROCK PVT REAL ESTATE FD | 101257 | 1518855 | COM |
| AUTOMATIC DATA PROCESSING IN | 5865 | 1508533 | COM |
| ISHARES TR | 16013 | 1507752 | MSCI USA MIN VOL |
| CADENCE BANK | 35192 | 1507623 | COM |
| PINNACLE WEST CAP CORP | 16771 | 1487544 | COM |
| US BANCORP DEL | 27844 | 1485772 | COM NEW |
| ISHARES TR | 8782 | 1482143 | ISHARES BIOTECH |
| ISHARES TR | 6899 | 1481088 | US AER DEF ETF |
| GENUINE PARTS CO | 12024 | 1478504 | COM |
| NVR INC | 200 | 1458554 | COM |
| ILLUMINA INC | 11039 | 1447875 | COM |
| EXELON CORP | 33138 | 1444481 | COM |
| J P MORGAN EXCHANGE TRADED F | 29602 | 1441614 | INTL BD OPP ETF |
| VANGUARD BD INDEX FDS | 19451 | 1440708 | TOTAL BND MRKT |
| ISHARES TR | 13031 | 1435864 | IBOXX INV CP ETF |
| WELLS FARGO CO NEW | 15397 | 1435014 | COM |
| EBAY INC. | 16323 | 1421773 | COM |
| ACCENTURE PLC IRELAND | 5249 | 1408333 | SHS CLASS A |
| SCHWAB STRATEGIC TR | 58561 | 1407795 | INTL EQTY ETF |
| GLOBAL X FDS | 66670 | 1406737 | DATA CTR & DIGIT |
| VANECK ETF TRUST | 40144 | 1402242 | REAL ASSETS ETF |
| THERMO FISHER SCIENTIFIC INC | 2407 | 1395023 | COM |
| ISHARES TR | 6962 | 1390238 | U.S. TECH ETF |
| ISHARES TR | 10121 | 1385938 | RUS MD CP GR ETF |
| SCHWAB STRATEGIC TR | 65955 | 1377791 | US REIT ETF |
| INVESCO EXCH TRADED FD TR II | 19104 | 1364436 | S&P500 LOW VOL |
| PACER FDS TR | 35067 | 1356408 | DEVELOPED MRKT |
| STRATEGY INC | 17216 | 1355894 | SERIES A PERP PF |
| LINCOLN NATL CORP IND | 30341 | 1351073 | COM |
| SPDR DOW JONES INDL AVERAGE | 2801 | 1345840 | UT SER 1 |
| ISHARES TR | 12181 | 1338812 | TIPS BD ETF |
| VANGUARD WORLD FD | 6297 | 1330098 | CONSUM STP ETF |
| PGIM ETF TR | 26201 | 1301666 | FLOATING RT INC |
| DIMENSIONAL ETF TRUST | 26929 | 1297156 | NATL MUN BD ETF |
| TEXAS INSTRS INC | 7452 | 1292766 | COM |
| AB ACTIVE ETFS INC | 25507 | 1287618 | ULTRA SHORT INCM |
| UNION PAC CORP | 5560 | 1286235 | COM |
| FS KKR CAP CORP | 86831 | 1285970 | COM |
| INVESCO EXCHANGE TRADED FD T | 21604 | 1280677 | S&P 500 TOP 50 |
| PUTNAM ETF TRUST | 27959 | 1274095 | FOCUSED LAR CAP |
| JACKSON FINANCIAL INC | 11910 | 1270182 | COM CL A |
| SHAKE SHACK INC | 15645 | 1269905 | CL A |
| DOUBLELINE INCOME SOLUTIONS | 112633 | 1269369 | COM |
| FEDERATED HERMES ETF TRUST | 43503 | 1244626 | US STRATEGIC DIV |
| FIDELITY COVINGTON TRUST | 23355 | 1240384 | MSCI MATLS INDEX |
| APPLIED MATLS INC | 4776 | 1227379 | COM |
| LINDE PLC | 2876 | 1226399 | SHS |
| BONDBLOXX ETF TRUST | 24556 | 1215001 | BLOOMBERG FVE YR |
| ENTERGY CORP NEW | 13039 | 1205222 | COM |
| BONDBLOXX ETF TRUST | 23994 | 1193985 | BLOOMBERG THREE |
| ROCKET COS INC | 61124 | 1183365 | COM CL A |
| PHILLIPS 66 | 9154 | 1181224 | COM |
| BONDBLOXX ETF TRUST | 24574 | 1180631 | BLOOMBERG SEVEN |
| CSX CORP | 32417 | 1175116 | COM |
| ON HLDG AG | 25264 | 1174271 | NAMEN AKT A |
| MARATHON PETE CORP | 7202 | 1171239 | COM |
| VANGUARD INDEX FDS | 5587 | 1168409 | EXTEND MKT ETF |
| MORGAN STANLEY ETF TRUST | 23008 | 1158893 | EATON VANCE SHRT |
| INVESCO EXCH TRADED FD TR II | 20466 | 1158518 | S&P SMLCP INFO |
| ARK ETF TR | 14987 | 1152771 | INNOVATION ETF |
| J P MORGAN EXCHANGE TRADED F | 22818 | 1152322 | MUNICIPAL ETF |
| BONDBLOXX ETF TRUST | 23210 | 1149708 | BLOOMBERG ONE YR |
| DIMENSIONAL ETF TRUST | 24650 | 1148435 | US MKTWIDE VALUE |
| FIDELITY COVINGTON TRUST | 5080 | 1141324 | MSCI INFO TECH I |
| SARATOGA INVT CORP | 49471 | 1141297 | COM NEW |
| THE TRADE DESK INC | 29862 | 1133562 | COM CL A |
| AMERICAN CENTY ETF TR | 10140 | 1133404 | US EQT ETF |
| ISHARES TR | 7927 | 1118963 | S&P SML 600 GWT |
| CONSOLIDATED EDISON INC | 11258 | 1118169 | COM |
| ROCKWELL AUTOMATION INC | 2874 | 1118157 | COM |
| ISHARES TR | 7845 | 1106523 | RUS MDCP VAL ETF |
| GLOBAL X FDS | 21718 | 1104557 | ARTIFICIAL ETF |
| VANGUARD ADMIRAL FDS INC | 2484 | 1104255 | 500 GRTH IDX F |
| ROBINHOOD MKTS INC | 9756 | 1103404 | COM CL A |
| DIMENSIONAL ETF TRUST | 18492 | 1100989 | US TARGETED VLU |
| WISDOMTREE TR | 23456 | 1095627 | EMER MKT HIGH FD |
| INVESCO EXCHANGE TRADED FD T | 6974 | 1092334 | AEROSPACE DEFN |
| ISHARES TR | 18877 | 1084672 | CALIF MUN BD ETF |
| BROWN & BROWN INC | 13605 | 1084287 | COM |
| SCHWAB STRATEGIC TR | 43144 | 1082047 | INT-TRM U.S TRES |
| ISHARES TR | 22476 | 1081560 | CYBERSECURITY |
| INVESCO LTD | 41088 | 1079380 | SHS |
| ISHARES TR | 11338 | 1078117 | ESG AW MSCI EAFE |
| TIDAL TRUST II | 47504 | 1072168 | DEFIANCE LARGE |
| ELEVANCE HEALTH INC FORMERLY | 3049 | 1068848 | COM |
| PACER FDS TR | 30316 | 1067420 | US LRG CP CASH |
| PROSHARES TR | 10250 | 1066697 | S&P 500 DV ARIST |
| CONOCOPHILLIPS | 11357 | 1063103 | COM |
| DIMENSIONAL ETF TRUST | 32656 | 1053158 | EMERGING MKTS HI |
| NORFOLK SOUTHN CORP | 3629 | 1047820 | COM |
| TOAST INC | 29407 | 1044243 | CL A |
| AFLAC INC | 9319 | 1027576 | COM |
| ESSENTIAL UTILS INC | 26517 | 1017196 | COM |
| BLACKROCK ETF TRUST | 16680 | 1014311 | ISHARES US EQUIT |
| FIRST TR EXCHANGE-TRADED FD | 59583 | 1013515 | WCM INTL EQUITY |
| APPLOVIN CORP | 1498 | 1009382 | COM CL A |
| MEDTRONIC PLC | 10451 | 1003968 | SHS |
| STRATEGY INC | 6592 | 1001654 | CL A NEW |
| NUVEEN PFD & INCOME OPPORTUN | 123451 | 1001192 | COM |
| VANECK ETF TRUST | 11531 | 989055 | GOLD MINERS ETF |
| VANGUARD WELLINGTON FD | 5147 | 984274 | US MOMENTUM |
| KLA CORP | 810 | 984074 | COM NEW |
| DIMENSIONAL ETF TRUST | 20489 | 982433 | SHORT DURATION F |
| GRAYSCALE BITCOIN TRUST ETF | 14369 | 982265 | SHS REP COM UT |
| WISDOMTREE TR | 22531 | 980981 | DYNAMIC INTL EQT |
| GLOBAL X FDS | 26982 | 977573 | RBTCS ARTFL INTE |
| TIDAL TRUST II | 28432 | 976071 | STKD 100 BITCOIN |
| FIRST TR EXCHANGE-TRADED FD | 10544 | 975426 | CAP STRENGTH ETF |
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