WealthPlan Investment Management, 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, WealthPlan Investment Management, LLC held in its portfolio 362 assets valued at $1,569,387,438 (i.e. $1.57B).
The most valuable assets in the portfolio included: APPLE INC ($103.90M), SPDR SERIES TRUST ($68.66M), and VANGUARD INDEX FDS ($59.05M).
The chart below shows the top 10 valuable assets, and the table below shows the top 362 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WealthPlan Investment Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 382164 | 103895112 | COM |
| SPDR SERIES TRUST | 1477076 | 68662283 | STATE STREET SPD |
| VANGUARD INDEX FDS | 176127 | 59050331 | TOTAL STK MKT |
| EA SERIES TRUST | 1032349 | 52681389 | BUFFERLABS US EQ |
| ISHARES TR | 68939 | 47219140 | CORE S&P500 ETF |
| NVIDIA CORPORATION | 206761 | 38560906 | COM |
| MICROSOFT CORP | 62813 | 30377509 | COM |
| ALPHABET INC | 91253 | 28635277 | CAP STK CL C |
| BERKSHIRE HATHAWAY INC DEL | 52171 | 26223753 | CL B NEW |
| ISHARES INC | 380128 | 25552192 | CORE MSCI EMKT |
| SCHWAB STRATEGIC TR | 1037777 | 24948154 | INTL EQTY ETF |
| ISHARES TR | 99316 | 21061966 | S&P 500 VAL ETF |
| ALPHABET INC | 65593 | 20530589 | CAP STK CL A |
| META PLATFORMS INC | 30868 | 20375362 | CL A |
| FIRST TR EXCHNG TRADED FD VI | 557443 | 19097997 | FT VEST LADDERED |
| SIMPLIFY EXCHANGE TRADED FUN | 558393 | 17896483 | HEDGED EQUITY |
| ISHARES TR | 255592 | 17743189 | CORE DIV GRWTH |
| AMERICAN CENTY ETF TR | 229978 | 17712877 | AVANTIS EMGMKT |
| WISDOMTREE TR | 233293 | 16531170 | US LARGECAP FUND |
| WALMART INC | 146303 | 16299649 | COM |
| AMAZON COM INC | 68761 | 15871463 | COM |
| J P MORGAN EXCHANGE TRADED F | 206140 | 15435733 | INTRNL RES EQT |
| VANECK ETF TRUST | 282187 | 14902275 | CLO ETF |
| CASEYS GEN STORES INC | 26751 | 14785780 | COM |
| PIMCO ETF TR | 142478 | 14296197 | ENHAN SHRT MA AC |
| J P MORGAN EXCHANGE TRADED F | 152376 | 14140452 | ACTIVE GROWTH |
| J P MORGAN EXCHANGE TRADED F | 211500 | 14049988 | HEDGED EQUITY LA |
| ISHARES TR | 167647 | 13876108 | INTL DIV GRWTH |
| ABBVIE INC | 57860 | 13220514 | COM |
| CHEVRON CORP NEW | 86332 | 13157886 | COM |
| FIRST TR EXCH TRADED FD III | 185142 | 13143200 | LNG/SHT EQUITY |
| J P MORGAN EXCHANGE TRADED F | 178725 | 12818188 | ACTIVE VALUE ETF |
| PACER FDS TR | 208408 | 12539897 | US CASH COWS 100 |
| COSTCO WHSL CORP NEW | 14474 | 12481405 | COM |
| JPMORGAN CHASE & CO. | 38360 | 12360248 | COM |
| EXXON MOBIL CORP | 97326 | 11712254 | COM |
| J P MORGAN EXCHANGE TRADED F | 172944 | 11703088 | GLOBAL SEL EQUIT |
| JOHNSON & JOHNSON | 54215 | 11219732 | COM |
| FRANKLIN TEMPLETON ETF TR | 476378 | 11156764 | SENIOR LOAN ETF |
| WISDOMTREE TR | 240318 | 10586001 | YIELD ENHANCD US |
| ISHARES TR | 104491 | 10436605 | CORE US AGGBD ET |
| VANECK ETF TRUST | 96964 | 10041614 | MRNGSTR WDE MOAT |
| VALMONT INDS INC | 24551 | 9877223 | COM |
| STARBOARD INVT TR | 345756 | 9874781 | ADAPTIVE ALPHA |
| BERKSHIRE HATHAWAY INC DEL | 13 | 9812400 | CL A |
| VALUED ADVISERS TR | 373532 | 9579163 | REGAN FLTG RATE |
| ISHARES TR | 106690 | 9544523 | CORE MSCI EAFE |
| MASTERCARD INCORPORATED | 15804 | 9022062 | CL A |
| J P MORGAN EXCHANGE TRADED F | 181089 | 8574583 | CORE PLUS BD ETF |
| VANECK ETF TRUST | 331628 | 8449877 | IG FLOATING RATE |
| SPDR S&P 500 ETF TR | 12062 | 8225179 | TR UNIT |
| ASTRAZENECA PLC | 86062 | 7911692 | SPONSORED ADR |
| SIMPLIFY EXCHANGE TRADED FUN | 353781 | 7892856 | ENHANCED INM ETF |
| PROSHARES TR | 89880 | 7781789 | S&P TECH DIVIDEN |
| BROADCOM INC | 22463 | 7774558 | COM |
| INTERNATIONAL BUSINESS MACHS | 26190 | 7757749 | COM |
| TESLA INC | 17008 | 7648838 | COM |
| AMGEN INC | 23253 | 7610809 | COM |
| EMERSON ELEC CO | 54702 | 7260082 | COM |
| SCHWAB STRATEGIC TR | 71131 | 7147551 | GOVERNMENT MONEY |
| NUCOR CORP | 42753 | 6973467 | COM |
| PACER FDS TR | 179722 | 6951636 | DEVELOPED MRKT |
| J P MORGAN EXCHANGE TRADED F | 104671 | 6738701 | SMALL & MID CAP |
| PALANTIR TECHNOLOGIES INC | 37550 | 6674513 | CL A |
| VERIZON COMMUNICATIONS INC | 162497 | 6618485 | COM |
| SCHWAB STRATEGIC TR | 244761 | 6586519 | US LRG CAP ETF |
| PEPSICO INC | 45373 | 6511988 | COM |
| FIRST TR EXCHANGE-TRADED FD | 107275 | 6428982 | FIRST TR ENH NEW |
| MSC INDL DIRECT INC | 76306 | 6417337 | CL A |
| LOCKHEED MARTIN CORP | 13247 | 6407229 | COM |
| ELI LILLY & CO | 5955 | 6399589 | COM |
| LINCOLN ELEC HLDGS INC | 25919 | 6211273 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 116419 | 5868694 | MBS ETF |
| INNOVATOR ETFS TRUST | 129811 | 5840930 | US EQTY PWR BUF |
| CATERPILLAR INC | 9921 | 5683300 | COM |
| GRACO INC | 68928 | 5650030 | COM |
| ORACLE CORP | 28173 | 5491274 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 258407 | 5349030 | AGGREGATE BOND E |
| THERMO FISHER SCIENTIFIC INC | 9177 | 5317551 | COM |
| GENUINE PARTS CO | 43227 | 5315172 | COM |
| REALTY INCOME CORP | 93047 | 5245040 | COM |
| TYSON FOODS INC | 89278 | 5233478 | CL A |
| COLUMBIA ETF TR I | 166748 | 5107975 | SELECT TECHNOLO |
| CULLEN FROST BANKERS INC | 40142 | 5083167 | COM |
| VISA INC | 13697 | 4803640 | COM CL A |
| J P MORGAN EXCHANGE TRADED F | 94882 | 4764954 | FLEXIBLE DEBT ET |
| TEXAS INSTRS INC | 27125 | 4705977 | COM |
| UNITEDHEALTH GROUP INC | 14207 | 4689767 | COM |
| ALBEMARLE CORP | 33041 | 4673291 | COM |
| HOME DEPOT INC | 13463 | 4632461 | COM |
| EA SERIES TRUST | 39861 | 4588001 | ALPHA ARCH 1-3 |
| RPM INTL INC | 43586 | 4532941 | COM |
| COCA COLA CO | 62225 | 4350165 | COM |
| DOVER CORP | 20195 | 3942870 | COM |
| SCHWAB STRATEGIC TR | 141645 | 3885335 | US DIVIDEND EQ |
| BLACKSTONE INC | 25141 | 3875310 | COM |
| ISHARES TR | 25754 | 3836809 | ESG AWR MSCI USA |
| AST SPACEMOBILE INC | 52488 | 3812203 | COM CL A |
| BROWN & BROWN INC | 46600 | 3714032 | COM |
| ISHARES TR | 28578 | 3522484 | S&P 500 GRWT ETF |
| MCDONALDS CORP | 11450 | 3499599 | COM |
| ARISTA NETWORKS INC | 26650 | 3491950 | COM SHS |
| GE VERNOVA INC | 5303 | 3466003 | COM |
| AIR PRODS & CHEMS INC | 13529 | 3342025 | COM |
| S&P GLOBAL INC | 5928 | 3097888 | COM |
| PROCTER AND GAMBLE CO | 21450 | 3073993 | COM |
| VOYAGER TECHNOLOGIES INC | 114208 | 2985397 | COM CL A |
| ABBOTT LABS | 23713 | 2971060 | COM |
| WISDOMTREE TR | 88324 | 2916458 | EQUITY PREMIUM |
| ADOBE INC | 8136 | 2847519 | COM |
| DBX ETF TR | 72953 | 2686841 | XTRACK USD HIGH |
| INTEL CORP | 71916 | 2653691 | COM |
| UNION PAC CORP | 11438 | 2645740 | COM |
| NIKE INC | 41253 | 2628214 | CL B |
| WISDOMTREE TR | 56584 | 2627779 | US HGH YLD CORP |
| T-MOBILE US INC | 12689 | 2576339 | COM |
| NETFLIX INC | 26915 | 2523550 | COM |
| ISHARES TR | 9869 | 2429280 | RUSSELL 2000 ETF |
| INVESCO EXCHANGE TRADED FD T | 40953 | 2427717 | S&P 500 TOP 50 |
| INNOVATOR ETFS TRUST | 61160 | 2424382 | US EQTY ULTRA B |
| MERCK & CO INC | 23003 | 2421289 | COM |
| ISHARES TR | 63557 | 2418344 | MSCI INTL VLU FT |
| VANECK ETF TRUST | 90924 | 2347652 | JP MRGAN EM LOC |
| GLOBAL X FDS | 120832 | 2284927 | US PFD ETF |
| CONSTELLATION BRANDS INC | 16515 | 2278403 | CL A |
| NOVARTIS AG | 16230 | 2237630 | SPONSORED ADR |
| WISDOMTREE TR | 24824 | 2220026 | US QTLY DIV GRT |
| FIRST TR EXCHANGE TRADED FD | 22635 | 2191991 | NASD TECH DIV |
| WISDOMTREE TR | 137363 | 2182700 | PRIVATE CREDIT |
| BANK AMERICA CORP | 39491 | 2171981 | COM |
| CHENIERE ENERGY INC | 10877 | 2114446 | COM NEW |
| FIDELITY WISE ORIGIN BITCOIN | 27379 | 2087101 | SHS |
| ALPS ETF TR | 35510 | 2048927 | OSHARES US QUALT |
| INTUITIVE SURGICAL INC | 3593 | 2034931 | COM NEW |
| WISDOMTREE TR | 39372 | 2031776 | ITL HIGH DIV FD |
| ISHARES TR | 10156 | 2017185 | MSCI USA QLT FCT |
| LOWES COS INC | 8332 | 2009228 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 29311 | 2003700 | SHS REP COM UT |
| KRATOS DEFENSE & SEC SOLUTIO | 25922 | 1967739 | COM NEW |
| ISHARES TR | 22411 | 1953343 | 20 YR TR BD ETF |
| UBER TECHNOLOGIES INC | 23709 | 1937262 | COM |
| ISHARES TR | 16846 | 1919113 | EAFE GRWTH ETF |
| J P MORGAN EXCHANGE TRADED F | 32777 | 1905012 | NASDAQ EQT PREM |
| SCHWAB CHARLES CORP | 19033 | 1901554 | COM |
| SPDR GOLD TR | 4585 | 1817081 | GOLD SHS |
| FIRST TR EXCHNG TRADED FD VI | 45407 | 1782679 | FT VEST US EQT |
| INNOVATOR ETFS TRUST | 43978 | 1756912 | US EQT ULTRA BF |
| ISHARES TR | 9568 | 1733826 | RUS 2000 VAL ETF |
| GILEAD SCIENCES INC | 13494 | 1656287 | COM |
| INVESCO QQQ TR | 2679 | 1645491 | UNIT SER 1 |
| ROPER TECHNOLOGIES INC | 3687 | 1640991 | COM |
| PFIZER INC | 65772 | 1637734 | COM |
| WISDOMTREE TR | 34506 | 1611785 | EMER MKT HIGH FD |
| VERALTO CORP | 16089 | 1605397 | COM SHS |
| ALPS ETF TR | 36553 | 1598828 | OSHARES US SMLCP |
| INNOVATOR ETFS TRUST | 32035 | 1587655 | US EQTY BUF DEC |
| GOLDMAN SACHS GROUP INC | 1803 | 1585253 | COM |
| AT&T INC | 63357 | 1573776 | COM |
| AIM ETF PRODUCTS TRUST | 42453 | 1556327 | US LRGCP B10 DEC |
| SELECT SECTOR SPDR TR | 10642 | 1532167 | STATE STREET TEC |
| ISHARES U S ETF TR | 29189 | 1491563 | SHORT DURATION B |
| GE AEROSPACE | 4690 | 1444705 | COM NEW |
| SMITH A O CORP | 21576 | 1443029 | COM |
| ISHARES BITCOIN TRUST ETF | 28613 | 1420635 | SHS BEN INT |
| ISHARES TR | 24619 | 1414608 | CALIF MUN BD ETF |
| AMERICAN EXPRESS CO | 3777 | 1397301 | COM |
| VANGUARD INDEX FDS | 2213 | 1387663 | S&P 500 ETF SHS |
| JOHN HANCOCK EXCHANGE TRADED | 36260 | 1380895 | INTERNATIONAL HI |
| ISHARES TR | 4007 | 1374369 | S&P 100 ETF |
| VERTIV HOLDINGS CO | 8374 | 1356658 | COM CL A |
| J P MORGAN EXCHANGE TRADED F | 28723 | 1329590 | INCOME ETF |
| ADVANCED MICRO DEVICES INC | 6157 | 1318583 | COM |
| DELL TECHNOLOGIES INC | 10450 | 1315425 | CL C |
| ISHARES TR | 18198 | 1299510 | EAFE VALUE ETF |
| EATON CORP PLC | 4076 | 1298247 | SHS |
| MICRON TECHNOLOGY INC | 4509 | 1286914 | COM |
| ISHARES TR | 6383 | 1274580 | U.S. TECH ETF |
| NORTHROP GRUMMAN CORP | 2165 | 1234269 | COM |
| FS SPECIALTY LENDING FD | 86673 | 1225552 | COM SH BEN INT |
| ACUSHNET HLDGS CORP | 14752 | 1177507 | COM |
| AGF INVTS TR | 80982 | 1165331 | US MARKET NETRL |
| TAIWAN SEMICONDUCTOR MFG LTD | 3794 | 1153006 | SPONSORED ADS |
| CROWDSTRIKE HLDGS INC | 2438 | 1142837 | CL A |
| PHILIP MORRIS INTL INC | 7121 | 1142150 | COM |
| PERSPECTIVE THERAPEUTICS INC | 404071 | 1111195 | COM NEW |
| ISHARES TR | 23642 | 1100307 | CORE UNIVRSL USD |
| INVESCO EXCHANGE TRADED FD T | 23070 | 1082444 | RAFI US 1000 ETF |
| APPLIED MATLS INC | 4212 | 1082442 | COM |
| WELLS FARGO CO NEW | 11349 | 1057688 | COM |
| INNOVATOR ETFS TRUST | 27007 | 1056514 | US EQT PWR BUF |
| J P MORGAN EXCHANGE TRADED F | 18332 | 1049339 | EQUITY PREMIUM |
| SYNOPSYS INC | 2212 | 1039021 | COM |
| PROSHARES TR | 12173 | 1025201 | S&P MDCP 400 DIV |
| VANGUARD SPECIALIZED FUNDS | 4649 | 1021874 | DIV APP ETF |
| MARKEL GROUP INC | 468 | 1006036 | COM |
| WISDOMTREE TR | 18318 | 1004037 | US EFFICIENT COR |
| FIRST TR EXCHANGE-TRADED FD | 25638 | 982440 | SMID RISNG ETF |
| WISDOMTREE TR | 23689 | 976452 | GLOBAL EX US QUA |
| BLACKROCK ETF TRUST | 14718 | 895002 | ISHARES US EQUIT |
| COINBASE GLOBAL INC | 3910 | 884207 | COM CL A |
| ISHARES TR | 5749 | 854837 | CORE S&P TTL STK |
| LULULEMON ATHLETICA INC | 4041 | 839760 | COM |
| WISDOMTREE TR | 19019 | 838545 | INTERNATIONL EFI |
| ARES CAPITAL CORP | 41443 | 838401 | COM |
| ISHARES TR | 12191 | 836303 | EUROPE ETF |
| INVESCO EXCHANGE TRADED FD T | 14039 | 802168 | DJ INDL AVG DV |
| SPDR DOW JONES INDL AVERAGE | 1664 | 799813 | UT SER 1 |
| ISHARES TR | 2088 | 779743 | RUS 1000 ETF |
| LAM RESEARCH CORP | 4478 | 766541 | COM NEW |
| ISHARES TR | 6281 | 761674 | ESG MSCI LEADR |
| SCHWAB STRATEGIC TR | 26080 | 742757 | US SML CAP ETF |
| BUCKLE INC | 13451 | 718528 | COM |
| VANGUARD INDEX FDS | 2229 | 701662 | LARGE CAP ETF |
| WISDOMTREE TR | 17929 | 699577 | EM EX ST-OWNED |
| CITIGROUP INC | 5994 | 699391 | COM NEW |
| SERVICENOW INC | 4534 | 694563 | COM |
| BOEING CO | 3196 | 693916 | COM |
| J P MORGAN EXCHANGE TRADED F | 5443 | 671176 | BETABUILDRS US |
| WISDOMTREE TR | 7465 | 657522 | US LARGECAP DIVD |
| PALO ALTO NETWORKS INC | 3548 | 653542 | COM |
| ZAI LAB LTD | 36761 | 648464 | ADR |
| ISHARES TR | 4651 | 636867 | RUS MD CP GR ETF |
| VANGUARD INDEX FDS | 1304 | 636137 | GROWTH ETF |
| AMPHENOL CORP NEW | 4682 | 632725 | CL A |
| FIRST TR EXCHANGE-TRADED ALP | 5316 | 630565 | COM SHS |
| AUTOMATIC DATA PROCESSING IN | 2375 | 611006 | COM |
| BONDBLOXX ETF TRUST | 11990 | 602481 | BLOOMBERG SIX MN |
| FS CREDIT OPPORTUNITIES CORP | 95585 | 602184 | COMMON STOCK |
| ISHARES TR | 24043 | 599873 | GLOBAL REIT ETF |
| EDWARDS LIFESCIENCES CORP | 7009 | 597517 | COM |
| DUKE ENERGY CORP NEW | 4983 | 584057 | COM NEW |
| PGIM ROCK ETF TR | 18236 | 583862 | S&P 500 BUFFER |
| J P MORGAN EXCHANGE TRADED F | 11440 | 577720 | MUNICIPAL ETF |
| KLA CORP | 475 | 577376 | COM NEW |
| AMERICAN ELEC PWR CO INC | 4945 | 570258 | COM |
| ETFS GOLD TR | 13783 | 566206 | PHYSCL GOLD SHS |
| ISHARES INC | 7729 | 561744 | MSCI EMRG CHN |
| WP CAREY INC | 8600 | 553521 | COM |
| SCHWAB STRATEGIC TR | 16845 | 551674 | EMRG MKTEQ ETF |
| BRISTOL-MYERS SQUIBB CO | 10118 | 545765 | COM |
| DEERE & CO | 1149 | 535033 | COM |
| CONSTELLATION ENERGY CORP | 1497 | 528845 | COM |
| INNOVATOR ETFS TRUST | 9586 | 527743 | US EQTY BUFR JAN |
| SCHWAB STRATEGIC TR | 16095 | 525031 | US LCAP GR ETF |
| UMB FINL CORP | 4465 | 513600 | COM |
| SHOPIFY INC | 3172 | 510597 | CL A SUB VTG SHS |
| FIRST TR EXCHNG TRADED FD VI | 10630 | 507257 | FT VEST US |
| INVESCO EXCHANGE TRADED FD T | 4904 | 506877 | S&P500 PUR VAL |
| SCHWAB STRATEGIC TR | 18753 | 496767 | US TIPS ETF |
| HIMS & HERS HEALTH INC | 14895 | 483641 | COM CL A |
| INNOVATOR ETFS TRUST | 12910 | 475851 | QUITY MANAGD FLR |
| XYLEM INC | 3474 | 473089 | COM |
| SPDR INDEX SHS FDS | 10076 | 471657 | PORTFOLIO EMG MK |
| ISHARES SILVER TR | 7315 | 471232 | ISHARES |
| VANGUARD INDEX FDS | 2454 | 468725 | VALUE ETF |
| BONDBLOXX ETF TRUST | 9472 | 468663 | BLOOMBERG FVE YR |
| OSCAR HEALTH INC | 32606 | 468548 | CL A |
| HONEYWELL INTL INC | 2360 | 460509 | COM |
| SPDR INDEX SHS FDS | 10203 | 453116 | PORTFOLIO DEVLPD |
| VANGUARD WORLD FD | 590 | 444385 | INF TECH ETF |
| ISHARES TR | 4703 | 442878 | MSCI USA MIN VOL |
| FORD MTR CO | 33220 | 435851 | COM |
| FIRST TR EXCHANGE TRADED FD | 2819 | 431363 | NASDQ CLN EDGE |
| DANAHER CORPORATION | 1882 | 430923 | COM |
| RICHTECH ROBOTICS INC | 133162 | 430113 | CL B |
| INVESCO EXCH TRADED FD TR II | 17655 | 426545 | CALIF AMT MUN |
| FIRST TR EXCHANGE-TRADED FD | 3878 | 421306 | WTR ETF |
| BONDBLOXX ETF TRUST | 8666 | 416325 | BLOOMBERG SEVEN |
| C H ROBINSON WORLDWIDE INC | 2544 | 408921 | COM NEW |
| FEDEX CORP | 1415 | 408835 | COM |
| J P MORGAN EXCHANGE TRADED F | 5601 | 405064 | BETABUILDERS I |
| ISHARES TR | 3117 | 402592 | EXPND TEC SC ETF |
| ALTRIA GROUP INC | 6925 | 399285 | COM |
| TRAVELERS COMPANIES INC | 1354 | 392649 | COM |
| INNOVATOR ETFS TRUST | 11151 | 388724 | INTERNATIONAL DV |
| SCHWAB STRATEGIC TR | 16846 | 386953 | 5 10YR CORP BD |
| INNOVATOR ETFS TRUST | 12541 | 386764 | INTRNL DEV APRL |
| INNOVATOR ETFS TRUST | 11538 | 386614 | INTRNL DEV JULY |
| INNOVATOR ETFS TRUST | 10691 | 386587 | INTRNL DEV JAN |
| SCHWAB STRATEGIC TR | 16467 | 384834 | US AGGREGATE B |
| ISHARES GOLD TR | 4650 | 377424 | ISHARES NEW |
| GOLDMAN SACHS ETF TR | 7317 | 374557 | MUNI INCOME ETF |
| FLEXSHARES TR | 4612 | 372696 | QUALT DIVD IDX |
| VANGUARD INDEX FDS | 1229 | 371219 | SML CP GRW ETF |
| CAMBRIA ETF TR | 9676 | 370867 | EMRG SHAREHLDR |
| STARBUCKS CORP | 4298 | 361934 | COM |
| AMERICAN CENTY ETF TR | 8488 | 355842 | AVANTIS CORE FI |
| VANGUARD INTL EQUITY INDEX F | 4837 | 355809 | ALLWRLD EX US |
| VANGUARD STAR FDS | 4645 | 350416 | VG TL INTL STK F |
| ISHARES TR | 3638 | 350233 | JPMORGAN USD EMG |
| INNOVATOR ETFS TRUST | 7358 | 349482 | UNCAPPED ACCLRTD |
| GENERAL MTRS CO | 4186 | 340399 | COM |
| COMMERCIAL METALS CO | 4800 | 332256 | COM |
| SELECT SECTOR SPDR TR | 7199 | 321876 | STATE STREET ENE |
| SELECT SECTOR SPDR TR | 2051 | 318151 | STATE STREET IND |
| TJX COS INC NEW | 2054 | 315504 | COM |
| INNOVATOR ETFS TRUST | 7272 | 314514 | US EQTY PWR BF |
| AXSOME THERAPEUTICS INC | 1693 | 309210 | COM |
| CINCINNATI FINL CORP | 1882 | 307396 | COM |
| VANGUARD BD INDEX FDS | 4142 | 306782 | TOTAL BND MRKT |
| ISHARES TR | 9823 | 306761 | TOP 20 U S STOCK |
| INVESCO EXCHANGE TRADED FD T | 1574 | 301515 | S&P500 EQL WGT |
| ISHARES TR | 4551 | 300390 | CORE S&P MCP ETF |
| INNOVATOR ETFS TRUST | 10081 | 298889 | EMRGNG MKT JULY |
| INNOVATOR ETFS TRUST | 8717 | 294547 | EMRGNG MKT JAN |
| WASTE MGMT INC DEL | 1266 | 278153 | COM |
| FLEXSHARES TR | 12420 | 277771 | CRE SLCT BD FD |
| PROSHARES TR | 4050 | 277425 | ULTRAPRO SHORT |
| VANGUARD WHITEHALL FDS | 1932 | 277332 | HIGH DIV YLD |
| INVESCO EXCH TRADED FD TR II | 4838 | 276207 | S&P 500 ENHNCD |
| VANGUARD TAX-MANAGED FDS | 4381 | 273668 | VAN FTSE DEV MKT |
| COMCAST CORP NEW | 9125 | 272747 | CL A |
| SPOTIFY TECHNOLOGY S A | 466 | 270611 | SHS |
| ISHARES TR | 1894 | 267357 | S&P SML 600 GWT |
| INNOVATOR ETFS TRUST | 4805 | 263891 | GRWT100 PWR BF |
| ISHARES TR | 5877 | 261762 | GNMA BOND ETF |
| ISHARES TR | 1897 | 259378 | MSCI USA VALUE |
| FLEXSHARES TR | 6350 | 258667 | HIG YLD VL ETF |
| MONSTER BEVERAGE CORP NEW | 3339 | 256001 | COM |
| PROSHARES TR | 20467 | 255514 | ULTSHT SMLCP600 |
| LISTED FDS TR | 3856 | 254369 | ROUNDHILL MAGNIF |
| FIRST TR EXCHNG TRADED FD VI | 4932 | 252434 | FT VEST UQ EQT |
| RBB FD INC | 5060 | 252165 | US TREAS 3 YR NT |
| PACCAR INC | 2298 | 251665 | COM |
| RBB FD INC | 4993 | 250624 | US TREASRY 12 MT |
| GRAYSCALE BITCOIN MINI TR ET | 6437 | 249305 | SHS NEW |
| CIENA CORP | 1065 | 249072 | COM NEW |
| WISDOMTREE TR | 4819 | 248646 | US MIDCAP DIVID |
| FLEXSHARES TR | 8113 | 246635 | INTL QLTDV IDX |
| FIRST TR EXCHNG TRADED FD VI | 5354 | 241412 | FT VEST U.S. |
| LAMB WESTON HLDGS INC | 5745 | 240662 | COM |
| IMAX CORP | 6309 | 233181 | COM |
| ALLSTATE CORP | 1119 | 232920 | COM |
| MONDELEZ INTL INC | 4325 | 232835 | CL A |
| PIMCO ETF TR | 5126 | 232323 | MUNI INCOME OPP |
| CAPITAL ONE FINL CORP | 958 | 232176 | COM |
| STEEL DYNAMICS INC | 1368 | 231808 | COM |
| LAZARD ACTIVE ETF TR | 9187 | 230410 | EMERGING MARKETS |
| LIVE NATION ENTERTAINMENT IN | 1612 | 229710 | COM |
| LATTICE STRATEGIES TR | 6211 | 229667 | HARTFORD MLT ETF |
| US BANCORP DEL | 4076 | 217498 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 4654 | 217248 | S&P500 PUR GWT |
| COLUMBIA ETF TR I | 11756 | 215782 | DIVERSIFID FXD |
| ISHARES TR | 2121 | 215642 | 10-20 YR TRS ETF |
| MARATHON PETE CORP | 1316 | 214056 | COM |
| VANECK ETF TRUST | 588 | 211594 | SEMICONDUCTR ETF |
| ROYAL BK CDA | 1236 | 210726 | COM |
| ISHARES INC | 4714 | 208217 | ESG AWR MSCI EM |
| DISNEY WALT CO | 1800 | 204803 | COM |
| NVR INC | 28 | 204198 | COM |
| LIFE360 INC | 3124 | 200373 | COM |
| BP PLC | 5769 | 200342 | SPONSORED ADR |
| NUVEEN SELECT TAX-FREE INCOM | 13874 | 195623 | SH BEN INT |
| CONAGRA BRANDS INC | 10920 | 189025 | COM |
| VALLEY NATL BANCORP | 15846 | 185081 | COM |
| DELCATH SYS INC | 17443 | 176174 | COM NEW |
| MSC INCOME FUND INC | 12137 | 159480 | COM |
| POET TECHNOLOGIES INC | 21755 | 137709 | COM NEW |
| INVESCO EXCH TRADED FD TR II | 11757 | 132143 | PFD ETF |
| GREEN PLAINS INC | 11666 | 114327 | COM |
| AGNC INVT CORP | 10583 | 113450 | COM |
| IMMUNITYBIO INC | 13650 | 27027 | COM |
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