Winch Advisory Services, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Winch Advisory Services, LLC held in its portfolio 500 assets valued at $452,105,068 (i.e. $452.11M).
The most valuable assets in the portfolio included: STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF ($49.25M), NVIDIA CORP ($36.16M), and APPLE INC ($29.58M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Winch Advisory Services, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | 596924 | 49246239 | ETF |
| NVIDIA CORP | 193890 | 36160425 | COM |
| APPLE INC | 108792 | 29576079 | COM |
| VANGUARD SHORT TERM TREASURY ETF | 498840 | 29296878 | ETF |
| VANGUARD INTERMEDIATE TERM CORP BOND ETF | 318380 | 26664350 | ETF |
| STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | 246342 | 22510758 | ETF |
| CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | 772082 | 21324902 | ETF |
| ALPHABET INC CL C | 62413 | 19585089 | COM |
| MICROSOFT CORP | 39883 | 19287988 | COM |
| AMAZON.COM INC | 81176 | 18737133 | COM |
| BERKSHIRE HATHAWAY INC CL B | 24868 | 12500116 | COM |
| ISHARES 0-1 YEAR TREASURY BOND ETF | 107912 | 11886498 | ETF |
| GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF | 117486 | 11741553 | ETF |
| JPMORGAN CHASE & CO | 24146 | 7780212 | COM |
| INVESCO QQQ ETF | 10579 | 6498495 | ETF |
| VISA INC CL A | 18237 | 6395977 | COM |
| GOLDMAN SACHS PHYSICAL GOLD ETF | 147877 | 6292176 | ETF |
| STRYKER CORP | 14363 | 5048276 | COM |
| NETFLIX INC | 52710 | 4942055 | COM |
| SPDR S&P 500 ETF | 7144 | 4871860 | ETF |
| META PLATFORMS INC CL A | 7353 | 4853810 | COM |
| CITIGROUP INC | 36925 | 4308771 | COM |
| ONTO INNOVATION INC | 24502 | 3867886 | COM |
| SPDR EMERGING MARKETS ETF | 73756 | 3452524 | ETF |
| ISHARES 1-3 YR TREASURY BOND ETF | 41611 | 3446257 | ETF |
| SALESFORCE INC | 12371 | 3277160 | COM |
| MARVELL TECHNOLOGY INC | 37301 | 3169858 | COM |
| COSTCO WHOLESALE CORP | 3556 | 3066436 | COM |
| VANGUARD TOTAL STOCK MARKET ETF | 7445 | 2496077 | ETF |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF | 72170 | 2440078 | ETF |
| RTX CORP | 11596 | 2126683 | COM |
| COCA-COLA COMPANY | 30108 | 2104843 | COM |
| TESLA INC | 4624 | 2079505 | COM |
| STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | 78591 | 2023718 | ETF |
| WALT DISNEY CO | 16945 | 1927829 | COM |
| MASTERCARD INC CL A | 3151 | 1798645 | COM |
| ADOBE INC | 5041 | 1764393 | COM |
| VERIZON COMMUNICATIONS INC | 42087 | 1714223 | COM |
| EBAY INC | 18196 | 1584886 | COM |
| WALMART INC | 13266 | 1477988 | COM |
| HONEYWELL INTL INC | 7377 | 1439202 | COM |
| ALPHABET INC CL A | 4175 | 1306882 | COM |
| NORTHROP GRUMMAN CORP | 2146 | 1223897 | COM |
| VANGUARD GROWTH ETF | 2404 | 1172836 | ETF |
| ASML HOLDING NV NY REGISTRY SHS NEW 2012 | 1064 | 1138298 | COM |
| VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF | 18561 | 1112364 | ETF |
| PROCTER & GAMBLE CO | 7682 | 1100926 | COM |
| TEXAS INSTRUMENTS INC | 6272 | 1088154 | COM |
| CHEVRON CORP | 6996 | 1066301 | COM |
| VANECK SEMICONDUCTOR ETF | 2942 | 1059614 | ETF |
| ADVANCED MICRO DEVICES INC | 4914 | 1052382 | COM |
| VANGUARD SHORT TERM CORP BOND ETF | 12099 | 964674 | ETF |
| ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF | 24916 | 931744 | ETF |
| PAYPAL HOLDINGS INC | 15638 | 912962 | COM |
| SPDR GOLD TRUST GOLD SHARES | 2273 | 900813 | ETF |
| MEDTRONIC PLC | 8934 | 858218 | COM |
| STARBUCKS CORP | 9874 | 831487 | COM |
| WEC ENERGY GROUP INC | 7746 | 816874 | COM |
| WISDOMTREE YIELD ENHANCED U S AGGREGATE BOND ETF | 18516 | 815642 | ETF |
| MICRON TECHNOLOGY INC | 2831 | 808041 | COM |
| EXXON MOBIL CORP | 6685 | 804490 | COM |
| LOCKHEED MARTIN CORP | 1571 | 759985 | COM |
| STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 25257 | 739517 | ETF |
| KLA CORP | 592 | 718788 | COM |
| JOHNSON & JOHNSON | 3363 | 695964 | COM |
| NIKE INC CL B | 10895 | 694114 | COM |
| ISHARES GOLD TRUST ETF | 8375 | 679799 | ETF |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR | 2085 | 633539 | COM |
| VANGUARD FINANCIALS ETF | 4470 | 596752 | ETF |
| UNITEDHEALTH GROUP INC | 1778 | 586958 | COM |
| 3M COMPANY | 3567 | 571135 | COM |
| VANGUARD HEALTH CARE ETF | 1945 | 559809 | ETF |
| BROADCOM INC | 1489 | 515276 | COM |
| LAM RESEARCH CORP | 2983 | 510610 | COM |
| WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF | 9862 | 473653 | ETF |
| NEXTERA ENERGY INC | 5759 | 462367 | COM |
| BP PLC SPON ADR | 13119 | 455612 | COM |
| PFIZER INC | 17002 | 423358 | COM |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 6922 | 396215 | ETF |
| DEERE & CO | 839 | 390493 | COM |
| AT&T INC | 15261 | 379075 | COM |
| VANGUARD MATERIALS ETF | 1809 | 375543 | ETF |
| MCDONALDS CORP | 1225 | 374356 | COM |
| VANGUARD S&P 500 INDEX ETF | 590 | 369817 | ETF |
| ROPER TECHNOLOGIES INC | 779 | 346677 | COM |
| VANGUARD INDUSTRIALS ETF | 1113 | 332054 | ETF |
| VANGUARD HIGH DIVIDEND YIELD ETF | 2132 | 305951 | ETF |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 1962 | 282426 | ETF |
| ISHARES SILVER TRUST | 4381 | 282224 | ETF |
| WELLS FARGO & CO | 2797 | 260706 | COM |
| VANGUARD VALUE ETF | 1312 | 250564 | ETF |
| FORD MOTOR CO | 18492 | 242620 | COM |
| STATE STREET ULTRA SHORT TERM BOND ETF | 5910 | 239388 | ETF |
| WASTE MANAGEMENT INC DEL | 1078 | 236899 | COM |
| STATE STREET SPDR S&P 500 VALUE ETF | 3887 | 220838 | ETF |
| AMERICAN CONSERVATIVE VALUES ETF | 4357 | 215205 | ETF |
| CHENIERE ENERGY INC | 1090 | 211832 | COM |
| AGNC INVESTMENT CORP | 18988 | 203551 | COM |
| ISHARES U S AEROSPACE & DEFENSE ETF | 921 | 197723 | ETF |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF | 391 | 187761 | ETF |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF | 852 | 187275 | ETF |
| VALERO ENERGY CORP | 1115 | 181477 | COM |
| GLOBAL X ROBOTICS A I ETF | 4909 | 177868 | ETF |
| KIMBERLY CLARK CORP | 1747 | 176246 | COM |
| ISHARES BITCOIN TRUST ETF | 3537 | 175612 | ETF |
| ABRDN PHYSICAL PRECIOUS METALS BASKET ETF | 802 | 164891 | ETF |
| ABBVIE INC | 703 | 160587 | COM |
| ORACLE CORP | 742 | 144658 | COM |
| CATERPILLAR INC | 252 | 144369 | COM |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 3148 | 140738 | ETF |
| FREEPORT MCMORAN INC | 2759 | 140140 | COM |
| SPDR DEVELOPED WORLD EX-US ETF | 3040 | 135018 | ETF |
| CONOCOPHILLIPS | 1433 | 134150 | COM |
| ISHARES MSCI EMERGING MARKETS ETF | 2450 | 134034 | ETF |
| ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | 1926 | 133523 | ETF |
| CISCO SYSTEMS INC | 1626 | 125288 | COM |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 2155 | 125221 | ETF |
| ALTRIA GROUP INC | 2171 | 125166 | COM |
| PEPSICO INC | 849 | 121850 | COM |
| CAPITAL GROUP DIVIDEND VALUE ETF | 2792 | 121844 | ETF |
| ISHARES RUSSELL 2000 ETF | 490 | 120551 | ETF |
| AMCOR PLC ORD USD 0.01 | 13740 | 114592 | COM |
| VALVOLINE INC | 3927 | 114131 | COM |
| ISHARES BIOTECHNOLOGY ETF | 671 | 113189 | ETF |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 959 | 112896 | ETF |
| ELI LILLY & CO | 103 | 110815 | COM |
| BOEING COMPANY | 504 | 109428 | COM |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 1920 | 105154 | ETF |
| STATE STREET SPDR S&P 500 GROWTH ETF | 945 | 100862 | ETF |
| CONSTELLATION ENERGY CORP | 285 | 100766 | COM |
| LYONDELLBASELL INDUSTRIES N V ORD SHS CL A | 2237 | 96884 | COM |
| DOW INC | 4108 | 96051 | COM |
| BANK OF AMERICA CORP | 1722 | 94735 | COM |
| VANECK URANIUM & NUCLEAR ENERGY ETF | 747 | 92828 | ETF |
| FIDELITY NATIONAL INFORMATION SERVICES INC | 1370 | 91050 | COM |
| PROFESSIONALLY MANAGED AKRE FOCUS ETF | 1389 | 90993 | ETF |
| MARATHON PETROLEUM CORP | 553 | 89955 | COM |
| T-MOBILE US INC | 430 | 87355 | COM |
| W P CAREY INC | 1344 | 86479 | COM |
| ISHARES CORE U S AGGREGATE BOND ETF | 864 | 86287 | ETF |
| EOG RESOURCES INC | 820 | 86138 | COM |
| PALANTIR TECHNOLOGIES INC CL A | 482 | 85676 | COM |
| OCCIDENTAL PETROLEUM CORP | 1962 | 80670 | COM |
| QUALCOMM INC | 471 | 80499 | COM |
| STATE STREET HEALTHCARE SELECT SECTOR SPDR ETF | 513 | 79474 | ETF |
| SCHWAB FUNDAMENTAL INTL EQUITY ETF | 1746 | 78925 | ETF |
| VANGUARD FTSE EMERGING MARKETS ETF | 1445 | 77704 | ETF |
| STATE STREET SPDR PORT S&P 500 ETF | 920 | 73777 | ETF |
| HUNTINGTON BANCSHARES INC | 4164 | 72246 | COM |
| TRANSDIGM GROUP INC | 52 | 69176 | COM |
| VANGUARD MEGA CAP GROWTH ETF | 167 | 68871 | ETF |
| EATON CORP PLC | 214 | 68216 | COM |
| ASHLAND INC | 1144 | 67095 | COM |
| CAPITAL GROUP FIXED CORE PLUS INCOME ETF | 2916 | 66027 | ETF |
| CAPITAL GROUP GROWTH ETF | 1460 | 64907 | ETF |
| ISHARES CORE S&P U S GROWTH ETF | 384 | 64462 | ETF |
| MAIN STREET CAPITAL CORP | 1052 | 63520 | COM |
| KRAFT HEINZ CO | 2618 | 63488 | COM |
| NICOLET BANKSHARES INC | 513 | 62230 | COM |
| ISHARES CORE S&P TOTAL U S STOCK MARKET ETF | 414 | 61550 | ETF |
| ISHARES CORE S&P SMALL CAP ETF | 496 | 59661 | ETF |
| VANGUARD MID CAP ETF | 200 | 58140 | ETF |
| ISHARE GLOBAL ENERGY ETF | 1309 | 54886 | ETF |
| CLEVELAND CLIFFS INC | 4070 | 54050 | COM |
| PHILIP MORRIS INTL INC | 333 | 53355 | COM |
| JPMORGAN ULTRA SHORT INCOME ETF | 1039 | 52551 | ETF |
| STATE STREET SPDR PORTFOLIO TIPS ETF | 1993 | 51731 | ETF |
| VANGUARD MID CAP GROWTH ETF | 185 | 51551 | ETF |
| STATE STREET SPDR S&P METALS & MINING ETF | 485 | 50230 | ETF |
| JOHNSON CONTROLS INTL PLC | 414 | 49581 | COM |
| PRINCIPAL FINANCIAL GROUP INC | 557 | 49142 | COM |
| SOUTHERN COMPANY | 556 | 48455 | COM |
| PUBLIC STORAGE INC | 187 | 48424 | COM |
| GENERAL DYNAMICS CORP | 143 | 48236 | COM |
| CAPITAL GROUP CORE EQUITY ETF | 1193 | 48010 | ETF |
| SPDR S&P MID CAP 400 ETF | 79 | 47789 | ETF |
| STATE STREET UTILS SELECT SECTOR SPDR ETF | 1117 | 47666 | ETF |
| VANGUARD ESG U S STOCK ETF | 387 | 46812 | ETF |
| ILLINOIS TOOL WORKS INC | 188 | 46280 | COM |
| UNITED PARCEL SERVICE INC CL B | 463 | 45971 | COM |
| JACOBS SOLUTIONS INC | 345 | 45657 | COM |
| BANK MONTREAL QUEBEC | 350 | 45427 | COM |
| INLAND REAL ESTATE INCOME TRUST INC | 2593 | 43790 | COM |
| BLACKROCK FDG INC | 40 | 43311 | COM |
| VANGUARD TOTAL INTL STOCK INDEX ETF | 569 | 42930 | ETF |
| CUMMINS INC | 83 | 42507 | COM |
| TOPBUILD CORP | 100 | 41719 | COM |
| FIRST TRUST CLOUD COMPUTING INDEX ETF | 314 | 40781 | ETF |
| INSPIRE 100 ETF | 882 | 39823 | ETF |
| ISHARES U S OIL & GAS EXPLORATION & PROD ETF | 438 | 39065 | ETF |
| MERCK & COMPANY INC | 364 | 38347 | COM |
| STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 640 | 37080 | ETF |
| IMPERIAL OIL LTD | 425 | 36693 | COM |
| GLOBAL X U S INFRASTRUCTURE DEVELOPMENT ETF | 762 | 36424 | ETF |
| INVESCO NASDAQ NEXT GEN 100 ETF | 984 | 36258 | ETF |
| SCHNEIDER NATL INC WI CL B | 1364 | 36183 | COM |
| INTEL CORP | 966 | 35643 | COM |
| SHELL PLC SPONSORED ADR REPSTG ORD SHS | 481 | 35338 | COM |
| TRUIST FINANCIAL CORP | 712 | 35051 | COM |
| STATE STREET MATERIALS SELECT SECTOR SPDR ETF | 736 | 33400 | ETF |
| ABRDN ASIA PACIFIC INCOME FUND INC | 2158 | 33107 | Fund |
| QNITY ELECTRONICS INC | 402 | 32848 | COM |
| VANGUARD SMALL CAP ETF | 127 | 32783 | ETF |
| DUPONT DE NEMOURS INC | 809 | 32515 | COM |
| ARK INNOVATION ETF | 420 | 32306 | ETF |
| INVENTRUST PROPERTIES CORP | 1142 | 32220 | COM |
| KINDER MORGAN INC DE | 1159 | 31871 | COM |
| BAYCOM CORP | 1045 | 30714 | COM |
| RIO TINTO PLC SPONSORED ADR | 381 | 30477 | COM |
| VERTIV HOLDINGS LLC CL A | 185 | 30016 | COM |
| LOWES COMPANIES INC | 124 | 29969 | COM |
| U S BANCORP DE | 559 | 29845 | COM |
| MOTOROLA SOLUTIONS INC | 77 | 29406 | COM |
| PLEXUS CORP | 200 | 29400 | COM |
| XCEL ENERGY INC | 398 | 29388 | COM |
| DUKE ENERGY CORP | 251 | 29384 | COM |
| SOUTHWEST AIRLINES CO | 707 | 29214 | COM |
| PNC FINANCIAL SERVICES GROUP INC | 137 | 28553 | COM |
| STATE STREET GLOBAL ALLOCATION ETF | 567 | 28034 | ETF |
| SOLVENTUM CORP | 350 | 27734 | COM |
| FEDEX CORP | 95 | 27473 | COM |
| PALO ALTO NETWORKS INC | 149 | 27446 | COM |
| HOME DEPOT INC | 79 | 27280 | COM |
| CAPITAL GROUP INTL FOCUS EQUITY ETF | 922 | 27254 | ETF |
| GE AEROSPACE | 87 | 26664 | COM |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 170 | 26345 | ETF |
| GILEAD SCIENCES INC | 211 | 25843 | COM |
| CENTRUS ENERGY CORP CL A | 106 | 25733 | COM |
| INTL BUSINESS MACHINES CORP | 87 | 25626 | COM |
| GSK PLC SPON ADR | 523 | 25625 | COM |
| GOLDMAN SACHS GROUP INC | 28 | 24845 | COM |
| STATE STREET SPDR S&P HOMEBUILDERS ETF | 239 | 24574 | ETF |
| DORCHESTER MINERALS LTD PARTNERSHIP | 1054 | 23577 | COM |
| THERMO FISHER SCIENTIFIC INC | 40 | 23264 | COM |
| HP INC | 1040 | 23172 | COM |
| ISHARES MSCI ACWI ETF | 164 | 23152 | ETF |
| SAP SE SPON ADR | 91 | 22003 | COM |
| ISHARES MSCI EAFE ETF | 228 | 21895 | ETF |
| VANGUARD INFORMATION TECHNOLOGY ETF | 29 | 21673 | ETF |
| ISHARES 20 YR TREASURY BOND ETF | 244 | 21277 | ETF |
| COMCAST CORP CL A | 707 | 21145 | COM |
| NUSCALE POWER CORP | 1422 | 20150 | COM |
| ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS | 137 | 20106 | COM |
| ALCOA CORP | 374 | 19879 | COM |
| OSHKOSH CORP | 156 | 19549 | COM |
| DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF | 597 | 19536 | ETF |
| DIMENSIONAL U S CORE EQUITY 2 ETF | 474 | 18778 | ETF |
| ISHARES JP MORGAN USD EMERGING MARKETS ETF | 195 | 18771 | ETF |
| AMERICAN TOWER CORP NEW | 105 | 18514 | COM |
| SPOTIFY TECHNOLOGY SA | 31 | 18002 | COM |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 221 | 17853 | ETF |
| WELLTOWER INC | 95 | 17540 | COM |
| GLOBAL X CYBERSECURITY ETF | 576 | 17532 | ETF |
| BAKER HUGHES CO | 384 | 17467 | COM |
| ISHARES IBOXX IBOXX $INVESTMENT GRADE CORP BOND ETF | 157 | 17297 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 276 | 17259 | ETF |
| EXACT SCIENCES CORP | 169 | 17164 | COM |
| NORTHERN TRUST CORP | 124 | 16992 | COM |
| BLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUST | 658 | 16911 | Fund |
| KENVUE INC | 970 | 16724 | COM |
| DIMENSIONAL U S EQUITY MARKET ETF | 224 | 16608 | ETF |
| ISHARES GLOBAL COMM SERVICES ETF | 137 | 16607 | ETF |
| SPDR S&P REGIONAL BANKING ETF | 255 | 16538 | ETF |
| TJX COS INC | 107 | 16442 | COM |
| BRISTOL MYERS SQUIBB COMPANY | 304 | 16389 | COM |
| MP MATERIALS CORP | 317 | 16015 | COM |
| YUM BRANDS INC | 105 | 15921 | COM |
| VANGUARD ENERGY ETF | 125 | 15756 | ETF |
| ENTERGY CORP | 162 | 15012 | COM |
| TIMOTHY PLAN U S LARGE MID CAP CORE ETF | 327 | 14855 | ETF |
| BRITISH AMERN TOBACCO PLC SPONS ADR 25P | 262 | 14808 | COM |
| BLACKSTONE INC | 95 | 14617 | COM |
| KEURIG DR PEPPER INC | 509 | 14251 | COM |
| POINT BRIDGE AMERICA FIRST ETF | 277 | 14235 | ETF |
| COLGATE-PALMOLIVE COMPANY | 176 | 13909 | COM |
| WARNER BROS DISCOVERY INC SER A | 475 | 13690 | COM |
| STATE STREET SPDR PORTFOLIO SHORT TERM CORP BOND ETF | 453 | 13676 | ETF |
| ANALOG DEVICES INC | 50 | 13652 | COM |
| HONDA MOTOR LTD ADR REPSTG 3 ORD | 462 | 13610 | COM |
| ZIMMER BIOMET HOLDINGS INC | 150 | 13488 | COM |
| GLOBAL X COPPER MINERS ETF | 187 | 13455 | ETF |
| FIRST TRUST CONSUMER STAPLES ALPHADEX ETF | 222 | 13454 | ETF |
| CROWN CASTLE INC | 150 | 13336 | COM |
| ENBRIDGE INC | 279 | 13322 | COM |
| SIRIUSXM HOLDINGS INC | 663 | 13250 | COM |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 111 | 13211 | ETF |
| TARGET CORP | 134 | 13125 | COM |
| DOVER CORP | 67 | 13108 | COM |
| DOMINION ENERGY INC | 221 | 12951 | COM |
| ON HOLDING AG CL A | 271 | 12596 | COM |
| AIRBUS SE ADR | 209 | 12106 | COM |
| NUCOR CORP | 74 | 12033 | COM |
| ISHARES MSCI MEXICO ETF | 172 | 11946 | ETF |
| TAPESTRY INC | 92 | 11705 | COM |
| ISHARES PREFERRED & INCOME SECS ETF | 377 | 11684 | ETF |
| KROGER CO | 187 | 11670 | COM |
| AIR PRODUCTS & CHEMICALS INC | 46 | 11299 | COM |
| AMERIPRISE FINANCIAL INC | 23 | 11278 | COM |
| SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO | 41 | 11196 | COM |
| FIDELITY DISRUPTORS ETF | 308 | 11029 | ETF |
| INSPIRE INTERNATIONAL ETF | 299 | 10898 | ETF |
| UBS GROUP AG | 233 | 10796 | COM |
| NEOS NASDAQ 100 HIGH INCOME ETF | 199 | 10723 | ETF |
| CYBER ARK SOFTWARE LTD | 24 | 10705 | COM |
| ENERGY FUELS INC | 735 | 10687 | COM |
| NESTLE S A SPON ADR REPSTG REG SHS | 108 | 10674 | COM |
| AMENTUM HOLDINGS INC | 365 | 10585 | COM |
| INSPIRE GLOBAL HOPE ETF | 238 | 10268 | ETF |
| DIAMONDBACK ENERGY INC | 68 | 10265 | COM |
| EDWARDS LIFESCIENCES CORP | 120 | 10230 | COM |
| DIAGEO PLC SPON ADR | 118 | 10160 | COM |
| BARRICK MINING CORP | 233 | 10129 | COM |
| NU HOLDINGS LTD CL A | 600 | 10044 | COM |
| WATSCO INC CL A | 30 | 10041 | COM |
| ANHEUSER BUSCH INBEV SA/NV | 154 | 9872 | COM |
| FIRSTENERGY CORP | 219 | 9813 | COM |
| PRUDENTIAL FINANCIAL INC | 86 | 9663 | COM |
| FRANKLIN INTL CORE DIVIDEND TILT INDEX ETF | 246 | 9567 | ETF |
| CENTERPOINT ENERGY INC | 240 | 9187 | COM |
| INSPIRE SMALL MIDCAP ETF | 237 | 9139 | ETF |
| BOSTON SCIENTIFIC CORP | 95 | 9058 | COM |
| SLB LTD | 236 | 9055 | COM |
| EWSB BANCORP INC | 1000 | 9000 | COM |
| AFLAC INC | 82 | 8998 | COM |
| CECO ENVIRONMENTAL CORP | 150 | 8978 | COM |
| MAPLEBEAR INC | 196 | 8816 | COM |
| VISTRA CORP | 54 | 8743 | COM |
| VANGUARD MID CAP VALUE ETF | 49 | 8691 | ETF |
| AMPLIFY DIGITAL PAYMENTS ETF | 163 | 8482 | ETF |
| GARMIN LTD | 41 | 8389 | COM |
| ARISTA NETWORKS INC | 62 | 8124 | COM |
| DEVON ENERGY CORP | 220 | 8045 | COM |
| GFL ENVIRONMENTAL INC SUB VOTING SHARES | 185 | 7956 | COM |
| MC CORMICK & CO INC NON VOTING | 115 | 7833 | COM |
| USA RARE EARTH INC | 640 | 7616 | COM |
| OLIN CORP | 364 | 7589 | COM |
| TENCENT HOLDINGS LTD UNSPON ADR | 96 | 7380 | COM |
| ALBEMARLE CORP | 52 | 7366 | COM |
| HOWMET AEROSPACE INC | 35 | 7258 | COM |
| CONSTELLATION BRANDS INC CL A | 52 | 7220 | COM |
| GENERAL MOTORS CO | 88 | 7134 | COM |
| ISHARES RUSSELL 1000 GROWTH ETF | 15 | 7100 | ETF |
| SUPER MICRO COMPUTER INC | 236 | 6908 | COM |
| AIRBNB INC CL A | 50 | 6786 | COM |
| ABBOTT LABORATORIES | 52 | 6558 | COM |
| ISHARES MSCI EAFE SMALL CAP ETF | 84 | 6513 | ETF |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 87 | 6330 | ETF |
| FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX ETF | 201 | 6110 | ETF |
| BADGER METER INC | 34 | 5930 | COM |
| ALLIANT ENERGY CORP | 91 | 5889 | COM |
| APPLIED MATERIALS INC | 23 | 5852 | COM |
| YUM CHINA HOLDINGS INC | 123 | 5848 | COM |
| VANECK RARE EARTH STRATEGIC METALS ETF | 78 | 5778 | ETF |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 120 | 5773 | ETF |
| ISHARES US SMALL CAP VALUE FACTOR ETF | 167 | 5729 | ETF |
| SCHWAB CHARLES CORP | 57 | 5681 | COM |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 73 | 5671 | ETF |
| INVESCO S&P MIDCAP QUALITY ETF | 54 | 5531 | ETF |
| CHIPOTLE MEXICAN GRILL INC CL A | 148 | 5476 | COM |
| IONQ INC | 122 | 5474 | COM |
| VANGUARD SMALL CAP GROWTH ETF | 18 | 5456 | ETF |
| IPG PHOTONICS CORP | 75 | 5370 | COM |
| GRAINGER W W INC | 5 | 5233 | COM |
| VANECK GOLD MINERS ETF | 59 | 5052 | ETF |
| VANECK JUNIOR GOLD MINERS ETF | 42 | 4829 | ETF |
| DEFIANCE QUANTUM ETF | 43 | 4745 | ETF |
| SYNOPSYS INC | 10 | 4697 | COM |
| SHOPIFY INC CL A | 29 | 4668 | COM |
| CARNIVAL CORP PAIRED CTF 1 COM CARNIVL CRP & 1 TR SH BEN INT P&O PRINCESS | 152 | 4642 | COM |
| ISHARES RUSSELL 1000 ETF | 12 | 4545 | ETF |
| EVEREST GROUP LTD | 13 | 4412 | COM |
| TE CONNECTIVITY PLC | 19 | 4363 | COM |
| XIAOMI CORP CL B | 860 | 4360 | COM |
| VANGUARD FTSE EUROPE ETF | 52 | 4348 | ETF |
| VANGUARD SMALL CAP VALUE ETF | 20 | 4236 | ETF |
| CROWDSTRIKE HOLDINGS INC CL A | 9 | 4219 | COM |
| ECOLAB INC | 16 | 4098 | COM |
| SCHWAB U S DIVIDEND EQUITY ETF | 147 | 4042 | ETF |
| ASTRAZENECA PLC SPONSORED ADR | 44 | 4036 | COM |
| SHERWIN WILLIAMS CO | 12 | 4023 | COM |
| ISHARES SHORT DURATION BOND ACTIVE ETF | 77 | 3949 | ETF |
| PBF ENERGY INC CL A | 143 | 3870 | COM |
| AMERICAN EXPRESS CO | 10 | 3859 | COM |
| SYSCO CORP | 49 | 3638 | COM |
| ISHARES SEMICONDUCTOR ETF | 12 | 3634 | ETF |
| PACER U S CASH COWS 100 ETF | 58 | 3490 | ETF |
| RUMBLE INC CL A | 530 | 3350 | COM |
| EQUINIX INC PAR $0.001 | 4 | 3310 | COM |
| BECTON DICKINSON & CO | 17 | 3308 | COM |
| INTERCONTINENTAL EXCHANGE INC | 20 | 3236 | COM |
| BYD CO LTD UNSPON ADR | 265 | 3213 | COM |
| KNOT OFFSHORE PARTNERS LP COM UNITS REPSTG PARTNERSHIP LTD INT | 307 | 3177 | COM |
| SMITH & WESSON BRANDS INC | 321 | 3172 | COM |
| DOORDASH INC CL A | 14 | 3171 | COM |
| HIGHLANDS REIT INC | 10000 | 3100 | COM |
| STURM RUGER & CO INC | 94 | 3077 | COM |
| AUTOMATIC DATA PROCESSING INC | 12 | 3048 | COM |
| DANAHER CORP | 13 | 3025 | COM |
| FACTSET RESEARCH SYSTEMS INC | 10 | 3010 | COM |
| EVERSOURCE ENERGY | 44 | 2993 | COM |
| B&G FOODS INC | 694 | 2983 | COM |
| BAIDU INC SPON ADR REPSTG ORD SHS CL A | 22 | 2875 | COM |
| OPENDOOR TECHNOLOGIES INC | 480 | 2798 | COM |
| HARLEY DAVIDSON INC | 135 | 2766 | COM |
| COTERRA ENERGY INC | 103 | 2723 | COM |
| HUNTINGTON INGALLS INDUSTRIES INC | 8 | 2721 | COM |
| INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | 40 | 2683 | ETF |
| DIMENSIONAL U S TARGET VALUE ETF | 44 | 2612 | ETF |
| ZION OIL & GAS INC | 12000 | 2593 | COM |
| RIVIAN AUTOMOTIVE INC CL A | 127 | 2503 | COM |
| UNITED THERAPEUTICS CORP | 5 | 2436 | COM |
| T ROWE PRICE GROUP INC | 24 | 2427 | COM |
| PACCAR INC | 22 | 2394 | COM |
| ISHARES MICROCAP ETF | 14 | 2208 | ETF |
| CADENCE DESIGN SYSTEMS INC | 7 | 2188 | COM |
| WESTERN UNION CO | 231 | 2153 | COM |
| PACER U S SMALL CAP CASH COWS ETF | 48 | 2130 | ETF |
| UNDER ARMOUR INC CL C | 440 | 2112 | COM |
| TOAST INC CL A | 59 | 2095 | COM |
| FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX ETF | 47 | 2089 | ETF |
| AUTODESK INC | 7 | 2072 | COM |
| DRAFTKINGS INC CL A | 60 | 2068 | COM |
| L3HARRIS TECHNOLOGIES INC | 7 | 2055 | COM |
| MATIV HOLDINGS INC | 164 | 1989 | COM |
| TEAM INC | 140 | 1978 | COM |
| ISHARES MSCI SOUTH AFRICA ETF | 28 | 1926 | ETF |
| SEA LTD ADR | 15 | 1914 | COM |
| KONTOOR BRANDS INC | 31 | 1893 | COM |
| MANITOWOC COMPANY INC | 152 | 1822 | COM |
| ARCH CAPITAL GROUP LTD | 19 | 1822 | COM |
| VODAFONE GROUP PLC NEW SPON ADR NO PAR | 137 | 1810 | COM |
| CHIPMOS TECHNOLOGIES INC SPON ADR | 60 | 1778 | COM |
| MANULIFE FINANCIAL CORP | 49 | 1777 | COM |
| CLOROX COMPANY | 17 | 1702 | COM |
| ROYAL CARIBBEAN GROUP | 6 | 1694 | COM |
| NOVARTIS AG SPON ADR | 11 | 1563 | COM |
| NEWSMAX INC CL B | 200 | 1546 | COM |
| BUILDERS FIRSTSOURCE INC | 15 | 1543 | COM |
| SNOWFLAKE INC | 7 | 1536 | COM |
| ARCHER AVIATION INC CL A | 200 | 1504 | COM |
| BYD CO LTD SHS H | 120 | 1463 | COM |
| SPROUTS FARMERS MARKET INC | 18 | 1434 | COM |
| UNUM GROUP | 18 | 1428 | COM |
| NVE CORP | 24 | 1416 | COM |
| SOLSTICE ADVANCED MATERIALS INC | 29 | 1409 | COM |
| PANASONIC HOLDINGS CORP ADR | 106 | 1376 | COM |
| ON SEMICONDUCTOR CORP | 25 | 1354 | COM |
| ASSOCIATED BANC CORP | 52 | 1352 | COM |
| HERON THERAPEUTICS INC | 1000 | 1300 | COM |
| DELL TECHNOLOGIES INC CL C | 10 | 1259 | COM |
| PELOTON INTERACTIVE INC CL A | 200 | 1232 | COM |
| QUANTUMSCAPE CORP CL A | 117 | 1219 | COM |
| BICYCLE THERAPEUTICS PLC SPON ADS REPSTG 1 SHS | 172 | 1218 | COM |
| BWX TECHNOLOGIES INC | 7 | 1210 | COM |
| AMPLIFY ALTERNATIVE HARVEST ETF | 38 | 1137 | ETF |
| GREAT WALL MOTOR CO LTD ADR | 60 | 1134 | COM |
| INFINEON TECHNOLOGIES AG SPONSORED ADR | 24 | 1056 | COM |
| SONY GROUP CORP ADR | 40 | 1027 | COM |
| STELLANTIS N V | 93 | 1013 | COM |
| NOVO NORDISK AS ADR | 18 | 935 | COM |
| LUMEN TECHNOLOGIES INC LA | 117 | 912 | COM |
| 3D SYSTEMS CORP DEL | 495 | 876 | COM |
| LUCID DIAGNOSTICS INC | 800 | 872 | COM |
| RAPID7 INC | 55 | 836 | COM |
| MURPHY USA INC | 2 | 811 | COM |
| AVANOS MEDICAL INC | 67 | 752 | COM |
| GLOBAL X LITHIUM & BATTERY TECH ETF | 11 | 737 | ETF |
| CANADIAN SOLAR INC | 30 | 713 | COM |
| GANFENG LITHIUM GROUP CO LTD SHS H | 106 | 707 | COM |
| GE VERNOVA LLC | 1 | 655 | COM |
| XPENG INC ADS REPSTG CL A ORD SHS | 28 | 568 | COM |
| BRC INC CL A | 500 | 555 | COM |
| TAKE-TWO INTERACTIVE SOFTWARE INC | 2 | 512 | COM |
| PROSHARES K-1 FREE CRUDE OIL ETF | 13 | 485 | ETF |
| FUELCELL ENERGY INC | 62 | 451 | COM |
| TRUMP MEDIA & TECHNOLOGY GROUP CORP | 34 | 450 | COM |
| TELADOC HEALTH INC | 62 | 434 | COM |
| ARK BLOCKCHAIN & FINTECH INNOVATION ETF | 9 | 429 | ETF |
| TMC THE METALS CO INC | 66 | 407 | COM |
| ADIDAS AG NAMEN AKT | 2 | 391 | COM |
| LIGHTWAVE LOGIC INC | 110 | 356 | COM |
| SUNNY OPTICAL TECH GRP COMPANY LTD ADR | 4 | 334 | COM |
| CENTERRA GOLD INC | 19 | 276 | COM |
| GINKGO BIOWORKS HOLDINGS INC CL A | 33 | 274 | COM |
| PSQ HOLDINGS INC CL A | 220 | 227 | COM |
| TRUMP & MEDIA WTS EXP 03/25/29 TECHNOLOGY GROUP CORP | 32 | 224 | Warrant |
| MODERNA INC | 7 | 206 | COM |
| SNAP INC CL A | 25 | 202 | COM |
| GE HEALTHCARE TECHNOLOGIES INC | 2 | 165 | COM |
| HYLIION HOLDINGS CORP CL A | 89 | 164 | COM |
| NORWEGIAN CRUISE LINE HOLDINGS LTD | 6 | 134 | COM |
| MAGNERA CORP | 8 | 116 | COM |
| SMUCKER JM COMPANY | 1 | 110 | COM |
| AMARIN CORP PLC SPON ADS | 7 | 98 | COM |
| SOLARWINDOW TECHNOLOGIES INC | 216 | 91 | COM |
| DNP SELECT INCOME FUND INC | 8 | 85 | Fund |
| PLURI INC | 26 | 78 | COM |
| SONY FINANCIAL GROUP INC ADR | 8 | 42 | COM |
| WOLFSPEED INC DEL | 2 | 35 | COM |
| CANOPY GROWTH CORP | 22 | 25 | COM |
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