13F

Investor

Gladstone Institutional Advisory LLC

CIK 0001766530 · filed 2026-05-14 · SEC filing

13F book

$2.7B

Positions

829

108 new · 67 sold

Largest name

2.7%

Nvidia Corp · NVDA

Est. mark

−$76.1M

Price effect on 721 names still held. Flow $127M.
NameTickerSharesValueWeightEst. markChange
Nvidia CorpNVDA415.9K$72.5M2.7%−$5.02MAdded−$4.85M
Apple Inc.AAPL276.8K$70.3M2.6%−$4.93MAdded−$3.87M
Ishares Tr104.5K$68.2M2.5%−$2.67MAdded$10.6M
Vanguard Index Fds95.2K$56.9M2.1%−$2.65MAdded$804.7K
First Tr Exchng Traded Fd Vi1.57M$53M2.0%−$700.3KAdded$3.99M
Spdr S&P 500 Etf Tr74K$48.1M1.8%−$2.34MCut−$9.35M
Spdr Series Trust1.63M$46.6M1.7%−$27.9KAdded$42.1M
Spdr Series Trust593.7K$45.4M1.7%−$2.18MCut−$3.74M
Amazon Com IncAMZN203.3K$42.3M1.6%−$4.59MCut−$7.24M
Spdr Series Trust677.5K$38.3M1.4%−$155.8KCut−$1.11M
Microsoft CorpMSFT100.8K$37.3M1.4%−$11.4MAdded−$11.1M
Ishares Tr323K$36.5M1.4%−$2.74MAdded$3.29M
First Tr Exchange Traded Fd505.6K$34.5M1.3%−$552.8KAdded$2.25M
Spdr Series Trust346.2K$33.9M1.3%−$2.86MAdded−$803.8K
Ishares Tr435.3K$29.4M1.1%$637.8KAdded$1.88M
Wisdomtree Tr538.6K$27.1M1.0%$10.8KCut−$25.4M
Ishares Tr217.2K$27M1.0%$867.2KAdded$1.77M
Alphabet Inc92.4K$26.6M1.0%−$2.05MAdded$1.4M
Invesco Actively Managed Exc468.2K$23.5M0.9%−$56KAdded$1.8M
Goldman Sachs Etf Tr181.4K$22.7M0.8%−$1.3MAdded−$1.06M
Invesco Exch Traded Fd Tr Ii93.8K$22.3M0.8%−$1.12MAdded$3.84M
Meta Platforms, Inc.META38.8K$22.2M0.8%−$3.41MCut−$5.88M
Jpmorgan Chase & Co.72.5K$21.3M0.8%−$2.03MCut−$4.34M
Ishares Tr224.5K$20.3M0.8%$173.4KAdded$5.82M
Vanguard Specialized Funds94.3K$20.3M0.8%−$432.3KAdded$138.4K
Exxon Mobil Corp119.2K$20.2M0.7%$5.5MAdded$6.81M
Schwab Strategic Tr778.9K$20M0.7%−$989.1KCut−$1.03M
Invesco Exch Trd Slf Idx Fd319.6K$19.2M0.7%−$267.1KAdded$3.05M
Spdr Series Trust570K$19.1M0.7%−$30.6KAdded$15.3M
Invesco Qqq Tr32.4K$18.7M0.7%−$1.2MCut−$1.64M
Spdr Series Trust822K$18.4M0.7%−$3.77KAdded$15M
Spdr Gold Tr42.8K$18.4M0.7%$1.45MCut$283.8K
Broadcom Inc.AVGO58.1K$18M0.7%−$2.04MAdded−$1.32M
Invesco Exchange Traded Fd T92.8K$17.8M0.7%$26.3KAdded$3.81M
Columbia Etf Tr I455.6K$17.8M0.7%−$785.2KAdded$520.8K
Tesla, Inc.TSLA46.9K$17.4M0.6%−$3.65MCut−$5.33M
Eli Lilly & CoLLY18.7K$17.2M0.6%−$2.9MCut−$4.39M
Purecycle Technologies Inc3.31M$17.2M0.6%−$11.3MCut−$11.4M
Berkshire Hathaway Inc Del35.9K$17.2M0.6%−$839.9KAdded−$819.3K
Spdr Series Trust286.4K$17M0.6%$365.2KAdded$812.5K
Fidelity Merrimack Str Tr355.6K$16.2M0.6%−$83KAdded$7.12M
Alphabet Inc55.3K$15.9M0.6%−$1.49MCut−$2.16M
Ishares Tr82.6K$15.8M0.6%−$480KAdded$1.84M
Invesco Exchange Traded Fd T288.5K$15.7M0.6%−$1.36MCut−$15.2M
Spdr Series Trust171.7K$15.7M0.6%$8.85KAdded$12.6M
Vanguard Index Fds75.3K$14.8M0.5%$240.8KAdded$5.96M
Vanguard Growth Etf31.5K$13.8M0.5%−$1.61MCut−$2.95M
Ishares Tr59.3K$12.5M0.5%−$54.4KCut−$261.4K
Johnson & JohnsonJNJ49.2K$12M0.4%$1.85MCut$1.66M
Ishares Tr168.7K$11.8M0.4%$128.2KCut$101.9K
Simplify Exchange Traded Fun347K$11.7M0.4%−$1.02MCut−$1.57M
Chevron Corp NewCVX56.3K$11.7M0.4%$3MAdded$3.26M
Walmart Inc.WMT88.2K$11M0.4%$1.14MCut$536.1K
Goldman Sachs Etf Tr249.1K$10.7M0.4%$47.3KCut−$699K
Merck & Co., Inc.MRK84.5K$10.2M0.4%$1.24MAdded$1.45M
Vanguard Index Fds31.2K$10M0.4%−$433KAdded−$27.5K
Spdr Series Trust203.6K$9.84M0.4%$289.8KAdded$537.8K
Select Sector Spdr Tr59K$9.54M0.4%$390.1KCut−$2.12M
Select Sector Spdr Tr70.9K$9.42M0.3%−$571.7KAdded$1.98M
Cisco Sys Inc121.2K$9.4M0.3%$67.8KCut−$884.6K
T1 Energy Inc.TE2.06M$9.04M0.3%−$4.11MAdded−$2.94M
Palantir Technologies Inc.PLTR61.1K$8.93M0.3%−$1.92MCut−$3.17M
Csx CorpCSX213K$8.74M0.3%$1.02MAdded$1.03M
Crowdstrike Hldgs Inc21.9K$8.57M0.3%−$1.09MAdded$2.04M
Vanguard Index Fds29.7K$8.53M0.3%−$88KAdded$138.5K
Ishares Tr34.2K$8.48M0.3%$51.8KAdded$1.55M
Costco Whsl Corp New8.46K$8.43M0.3%$1.13MCut$763.4K
Pimco Etf Tr83K$8.35M0.3%$19.1KCut−$151.1K
Spdr Dow Jones Indl Average17.7K$8.21M0.3%−$300.6KAdded−$99.1K
Select Sector Spdr Tr165.8K$8.18M0.3%−$702KAdded$1.06M
New York Life Investments Et242.1K$8.13M0.3%$273.5KCut−$311.7K
First Tr Exch Traded Fd Iii451.3K$8.01M0.3%−$180.5KAdded$1.01M
Schwab Strategic Tr256.6K$7.83M0.3%$225.8KAdded$313.6K
Spdr Index Shs Fds125.7K$7.8M0.3%−$166.3KAdded$3.17M
First Tr Exchange Trad Fd Vi268.5K$7.71M0.3%$1.35MAdded$2.01M
Vanguard World Fd11K$7.7M0.3%−$608.6KAdded−$485.1K
Ishares Tr81.3K$7.54M0.3%−$110.7KAdded$195.5K
Ishares Tr83.3K$7.48M0.3%−$376.4KCut−$531.2K
AbbVie Inc.ABBV33.1K$7.21M0.3%−$340.3KAdded$140.1K
Wisdomtree Tr45.4K$7.19M0.3%$94.3KAdded$6.25M
Goldman Sachs Group Inc8.31K$7.03M0.3%−$274.2KCut−$1.94M
Harbor Etf Trust239.9K$6.95M0.3%New
First Tr Exchng Traded Fd Vi195.7K$6.91M0.3%−$101.7KCut−$496.5K
Visa Inc.V22.6K$6.82M0.3%−$1.09MAdded−$1.06M
Valero Energy Corp27.4K$6.78M0.3%$130.9KAdded$6.53M
Ishares Tr30.3K$6.47M0.2%$99KAdded$215.8K
Abrdn Precious Metals Basket29.5K$6.45M0.2%$386.7KCut−$2.47M
Advanced Micro Devices IncAMD31.3K$6.36M0.2%−$335.6KCut−$819.8K
Netflix IncNFLX65.5K$6.3M0.2%$156.6KCut−$1.22M
Verizon Communications IncVZ125.4K$6.3M0.2%$1.17MAdded$1.28M
RTX CorpRTX32.6K$6.29M0.2%$303KAdded$440.5K
International Business Machs25.9K$6.28M0.2%−$1.39MCut−$2.28M
Ishares Inc89.2K$6.22M0.2%$225.7KCut$40K
American Express CoAXP20.2K$6.12M0.2%−$1.36MCut−$2.55M
Procter And Gamble CoPG42.1K$6.08M0.2%$41.9KAdded$756.3K
Ishares Tr14.2K$6.07M0.2%−$667.9KCut−$1.13M
Sprott Asset Management Lp171.1K$6.06M0.2%New
Victory Portfolios Ii128.5K$6.04M0.2%−$39.6KAdded$489.2K
Select Sector Spdr Tr98.4K$6.03M0.2%$1.63MCut−$407.7K
J P Morgan Exchange Traded F108.2K$6.01M0.2%−$216.2KAdded$1.17M
Blackrock Etf Trust101.1K$5.88M0.2%−$107.8KAdded$3.39M
Ishares Inc74.2K$5.84M0.2%New
Pacer Fds Tr145.2K$5.83M0.2%−$340.1KCut−$983.9K
Capital Group Dividend Value136.4K$5.8M0.2%−$141.7KAdded$179.5K
Phillips 66PSX31.4K$5.72M0.2%$1.67MCut$1.35M
Caterpillar IncCAT8.01K$5.67M0.2%$991.1KAdded$1.48M
Mcdonalds CorpMCD18K$5.6M0.2%$93KCut−$1.26M
Coca Cola CoKO73.3K$5.58M0.2%$450.2KCut$255.1K
Spdr Series Trust65.1K$5.55M0.2%$30.3KAdded$409.9K
Oracle Corp37.6K$5.53M0.2%−$1.33MAdded$120.1K
Uber Technologies, IncUBER75.6K$5.44M0.2%−$739KCut−$1.57M
Ishares U S Etf Tr106.1K$5.4M0.2%−$28.1KCut−$283.3K
Victory Portfolios Ii97.3K$5.3M0.2%$159KAdded$428.3K
Home Depot, Inc.HD16.1K$5.3M0.2%−$245.1KCut−$1.91M
Ishares Tr63.4K$5.29M0.2%$44.4KCut−$13.5K
Wisdomtree Tr58.8K$5.25M0.2%$69.9KAdded$321.6K
Agnico Eagle Mines LtdAEM25.8K$5.24M0.2%$863.6KCut$738.9K
Ishares Tr40.7K$5.21M0.2%−$330.2KAdded$80.9K
American Centy Etf Tr79.5K$5.2M0.2%$58.4KAdded$2.15M
Mastercard IncMA10.3K$5.13M0.2%−$712.9KAdded−$587.4K
Howmet Aerospace Inc.HWM22.2K$5.12M0.2%$564.7KCut−$94.9K
Welltower Inc.WELL25.8K$5.11M0.2%$268.4KAdded$987.3K
Invesco Exchange Traded Fd T47.2K$5.07M0.2%$190.3KCut$98.9K
Ishares Tr59.4K$4.97M0.2%$64.8KCut−$135.4K
Vaneck Merk Gold EtfOUNZ109.2K$4.92M0.2%$389.8KCut$370.5K
Invesco Exch Trd Slf Idx Fd263.1K$4.91M0.2%−$43.6KAdded$212.1K
Ishares Tr29.1K$4.91M0.2%$2.45KCut−$7.08M
Proshares Tr56.7K$4.9M0.2%$98.2KAdded$1.12M
American Centy Etf Tr44.1K$4.87M0.2%$374.2KCut$199.1K
Vaneck Etf Trust50.2K$4.85M0.2%−$344KCut−$1.45M
Quanta Svcs Inc8.79K$4.82M0.2%$1.12MCut$1.08M
Select Sector Spdr Tr104.9K$4.82M0.2%$335.9KCut−$5.37M
Invesco Exch Trd Slf Idx Fd286.6K$4.79M0.2%New
First Tr Exchange-Traded Fd80.1K$4.79M0.2%−$12KCut−$5.97M
Select Sector Spdr Tr31.8K$4.67M0.2%−$260.7KCut−$4.11M
Union Pac Corp18.9K$4.58M0.2%$212.8KAdded$227.6K
Ge Aerospace16.1K$4.57M0.2%−$390.8KCut−$1.14M
Select Sector Spdr Tr41K$4.55M0.2%−$281.3KCut−$736.5K
Mckesson CorpMCK5.16K$4.47M0.2%$166.4KAdded$1.44M
Ishares Tr18.6K$4.46M0.2%−$191.8KCut−$1.6M
First Tr Exchange-Traded Fd112.9K$4.45M0.2%$125.3KCut−$106.9K
First Tr Exchng Traded Fd Vi119.7K$4.43M0.2%New
Schwab Strategic Tr143.5K$4.4M0.2%$444.8KAdded$648.6K
Bank America Corp89.9K$4.38M0.2%−$543.1KAdded−$397K
Schwab Strategic Tr149.5K$4.36M0.2%−$507KAdded−$383K
Invesco Actively Managed Exc92.6K$4.34M0.2%−$41.4KAdded$1M
Nextera Energy Inc45.6K$4.24M0.2%$574.6KCut$348.9K
Innovator Etfs Trust130.5K$4.23M0.2%−$9.25KAdded$1.5M
Lockheed Martin CorpLMT7K$4.23M0.2%$729KAdded$1.31M
J P Morgan Exchange Traded F82.9K$4.2M0.2%$624Added$2.56M
Boeing Co20.9K$4.16M0.2%−$378.5KCut−$591.7K
Spdr Series Trust43.3K$4.16M0.2%$150.1KAdded$231K
ServiceNow, Inc.NOW39.5K$4.13M0.2%−$1.18MAdded$419.1K
Ishares Tr34K$4.11M0.2%−$191.1KAdded−$138.7K
Goldman Sachs Etf Tr48.5K$4.1M0.2%−$20.3KAdded$360.7K
Bristol-Myers Squibb Co67.5K$4.1M0.2%$453.2KCut−$767.5K
Ishares Tr47.3K$4.1M0.2%−$22.2KCut−$8.26M
Vanguard Scottsdale Fds48.6K$4.02M0.1%−$45.5KAdded$204.2K
Select Sector Spdr Tr98.4K$4.02M0.1%$47.3KCut−$284.2K
Series Portfolios Tr136.3K$3.95M0.1%−$44.7KAdded$259K
Ishares Tr12.3K$3.91M0.1%−$306.3KCut−$446.6K
Neos Etf Trust77.6K$3.86M0.1%$3.88KCut−$414.8K
Wells Fargo Co New48.4K$3.86M0.1%−$643.1KAdded−$555.1K
Goldman Sachs Etf Tr88.3K$3.81M0.1%$139.5KCut−$403.7K
Marriott Intl Inc New11.6K$3.81M0.1%$195.9KCut−$165.6K
Ishares Tr28K$3.81M0.1%$259.6KAdded$1.57M
Vanguard World Fd31.5K$3.8M0.1%−$377.5KAdded−$173.3K
Spdr Index Shs Fds82.6K$3.77M0.1%$101.3KAdded$145.3K
Vanguard Intl Equity Index F69.1K$3.74M0.1%$6.71KAdded$2.49M
Spdr Series Trust14.5K$3.68M0.1%$11.6KAdded$3.46M
Columbia Etf Tr I74.5K$3.66M0.1%$118.2KAdded$274.9K
Spdr Index Shs Fds77.8K$3.65M0.1%$7.51KAdded$127.5K
Berkshire Hathaway Inc Del5$3.59M0.1%−$183.3KHeld
Vanguard Tax-Managed Fds55.5K$3.55M0.1%$89.3KCut−$1.58M
J P Morgan Exchange Traded F49.3K$3.54M0.1%$1.36KAdded$191.6K
Philip Morris Intl Inc21.2K$3.5M0.1%$104.5KCut−$697.6K
Spdr Series Trust36.1K$3.49M0.1%$75.9KAdded$541.7K
Dnp Select Income Fd Inc335.3K$3.45M0.1%$94KAdded$422.7K
Spdr Series Trust36K$3.41M0.1%$122.4KAdded$320.7K
Legg Mason Etf Invt84K$3.4M0.1%$272.9KAdded$703.4K
Pepsico IncPEP21.9K$3.39M0.1%$235.5KAdded$521.3K
Vanguard Bd Index Fds46.1K$3.39M0.1%−$19.8KCut−$353.4K
Ishares Tr23.5K$3.35M0.1%−$147.2KCut−$258.6K
Vanguard World Fd12.2K$3.31M0.1%−$169.7KAdded$160.4K
Ishares Tr33.9K$3.3M0.1%$32.6KCut−$91.4K
First Tr Exchange Traded Fd20.1K$3.29M0.1%$212.7KCut$50.6K
ConocophillipsCOP24.4K$3.22M0.1%$937.7KCut$287.8K
Micron Technology IncMU9.54K$3.22M0.1%$387.1KAdded$1.12M
Invesco Exch Trd Slf Idx Fd163.8K$3.2M0.1%−$6.96KAdded$174.1K
Ishares Tr36.3K$3.14M0.1%$72.5KCut−$128.2K
Etfis Ser Tr I38.9K$3.11M0.1%$34.9KAdded$213.1K
First Tr Exchange-Traded Fd143.9K$3.1M0.1%−$37.4KCut−$316.6K
Select Sector Spdr Tr61.3K$3.07M0.1%$270KAdded$415.3K
Ishares Tr30.3K$3.03M0.1%−$116.9KAdded$588.4K
Disney Walt Co31.1K$3M0.1%−$529.7KAdded−$464.9K
Vanguard Index Fds11.3K$2.96M0.1%$37.2KAdded$544.3K
United Parcel Service IncUPS30K$2.95M0.1%−$24.3KCut−$61.1K
Wisdomtree Tr43K$2.92M0.1%$91.8KCut$20.8K
Ishares Tr50.8K$2.89M0.1%$43.2KAdded$1.75M
Vanguard Admiral Fds Inc7.05K$2.87M0.1%−$259.9KCut−$284.8K
Invesco Exch Trd Slf Idx Fd146.3K$2.87M0.1%−$15.9KAdded$138.3K
Cme Group Inc.CME9.71K$2.87M0.1%$207.3KAdded$326.3K
Goldman Sachs Etf Tr57.1K$2.86M0.1%−$157.5KCut−$220.6K
John Hancock Exchange Traded129K$2.84M0.1%New
First Tr Exchange Traded Fd45.1K$2.83M0.1%−$395.7KCut−$489.2K
Legg Mason Etf Invt36.8K$2.76M0.1%−$262.3KCut−$455K
Abbott LabsABT26.9K$2.76M0.1%−$557.3KAdded−$325.9K
J P Morgan Exchange Traded F45K$2.76M0.1%−$79.1KAdded$74.7K
First Tr Exchange-Traded Fd56.3K$2.74M0.1%−$11.3KAdded$1.48M
Vanguard Index Fds14.8K$2.72M0.1%$34.3KAdded$1.84M
Intel CorpINTC61.3K$2.71M0.1%$443.3KCut$59.8K
Invesco Exch Trd Slf Idx Fd132.3K$2.7M0.1%−$22.1KAdded$127.9K
First Tr Exchange Traded Fd24.2K$2.68M0.1%$116.2KAdded$1.76M
Thermo Fisher Scientific Inc.TMO5.43K$2.67M0.1%−$292.4KAdded$743.3K
Bank New York Mellon Corp22.3K$2.65M0.1%$56.8KCut−$821.3K
BlackRock, Inc.BLK2.75K$2.64M0.1%−$298.8KCut−$509.7K
Pfizer IncPFE93.9K$2.64M0.1%$253.5KAdded$651.3K
Vanguard Intl Equity Index F19K$2.62M0.1%−$46.6KAdded$223.5K
Citigroup Inc23K$2.61M0.1%−$75.4KCut−$585.8K
First Tr Exchng Traded Fd Vi92.9K$2.6M0.1%−$14.2KAdded$929.8K
Taiwan Semiconductor Mfg Ltd7.67K$2.59M0.1%$261.5KCut−$554.2K
First Tr Exchange-Traded Fd27.9K$2.59M0.1%$6.97KCut−$106K
Morgan Stanley Etf Trust50.8K$2.58M0.1%−$35.3KAdded$160K
Unitedhealth Group IncUNH9.47K$2.56M0.1%−$564.2KCut−$627.9K
Vanguard Index Fds8.42K$2.55M0.1%$1.25KCut−$181.8K
Analog Devices IncADI7.84K$2.49M0.1%$367.9KCut$80.9K
Invesco Exch Traded Fd Tr Ii45.5K$2.49M0.1%−$33.2KCut−$161.2K
Salesforce, Inc.CRM13.3K$2.49M0.1%−$1.04MCut−$1.27M
First Tr Exchange-Traded Fd97.3K$2.49M0.1%−$30.5KAdded$1.33M
Janus Detroit Str Tr48.2K$2.49M0.1%−$24.6KCut−$245.4K
At&T Inc85.7K$2.48M0.1%$352.2KAdded$375.3K
Allstate Corp11.7K$2.43M0.1%−$5.31KAdded$1.08M
Janus Detroit Str Tr48K$2.42M0.1%−$10.1KCut−$571.2K
Amgen IncAMGN6.86K$2.41M0.1%$168.4KCut$54.5K
Williams Sonoma IncWSM13.2K$2.41M0.1%$49.5KCut−$423.1K
Palo Alto Networks IncPANW15K$2.41M0.1%−$358.7KCut−$4.24M
Simplify Exchange Traded Fun112.5K$2.37M0.1%−$90.3KCut−$319.6K
State Srt Spdr Prtfl Hgh101.6K$2.37M0.1%−$27.5KAdded$509.8K
Constellation Energy CorpCEG8.46K$2.36M0.1%−$244.6KAdded$1.19M
Spdr Series Trust80.8K$2.36M0.1%−$8.08KCut−$409.5K
Ishares Tr36.1K$2.35M0.1%$2.79KCut−$23.2K
Invesco Actively Managed Exc91.7K$2.34M0.1%−$3.04KAdded$411.2K
Invesco Exchange Traded Fd T49.8K$2.33M0.1%$1.46KAdded$1.29M
Global X Fds125.5K$2.31M0.1%−$61.2KAdded$40.4K
Southern Co23.5K$2.27M0.1%$201.8KAdded$381.4K
GE Vernova Inc.GEV2.58K$2.26M0.1%$519.5KAdded$708K
Invesco Actively Managed Exc89.2K$2.23M0.1%−$5.8KCut−$140.7K
Victory Portfolios Ii49.8K$2.23M0.1%−$141KCut−$166.8K
Vanguard Scottsdale Fds28K$2.22M0.1%−$12.1KAdded$123.7K
Realty Income CorpO36K$2.2M0.1%$146.5KAdded$486.9K
Ishares Tr26.6K$2.2M0.1%−$6.38KAdded$85.6K
Pnc Finl Svcs Group Inc10.5K$2.19M0.1%−$4.18KAdded$829.3K
Alps Etf Tr40.7K$2.14M0.1%$201.6KAdded$455.3K
Interactive Brokers Group In31.7K$2.13M0.1%New
Applied Matls Inc6.18K$2.11M0.1%$469.6KAdded$688K
Ishares Tr34.1K$2.1M0.1%−$117.6KAdded−$112.6K
Morgan Stanley12.6K$2.07M0.1%−$154.1KAdded−$43.3K
First Tr Exchange-Traded Fd50.9K$2.07M0.1%−$29.6KAdded$1.11M
Dimensional Etf Trust29K$2.06M0.1%$40.5KAdded$129.6K
First Tr Exchange-Traded Fd40.4K$2.05M0.1%$255.6KAdded$298.2K
Capital Group Growth Etf50.8K$2.04M0.1%−$164.8KAdded$328.6K
Invesco Exchange Traded Fd T12.3K$2.04M0.1%$83.8KAdded$593.5K
Linde PlcLIN4.05K$2.01M0.1%$274.2KAdded$321.8K
Parker-Hannifin CorpPH2.23K$2M0.1%$36.4KCut−$111.3K
Vanguard Whitehall Fds13.5K$1.99M0.1%$53.6KAdded$313.1K
Pacer Fds Tr42.8K$1.98M0.1%$206.2KAdded$285.6K
Capital Group Dividend Growe55.1K$1.98M0.1%$14.3KCut−$28.6K
Spdr Series Trust78.5K$1.96M0.1%−$24.4KAdded$144.9K
Vanguard World Fd5.33K$1.96M0.1%−$227KAdded−$104.2K
Invesco Actively Managed Exc38.6K$1.94M0.1%New
Ishares Gold Tr21.9K$1.93M0.1%$137.8KAdded$329.3K
Proshares Tr17.7K$1.87M0.1%$34.3KCut$589
Vaneck Etf Trust13.9K$1.85M0.1%New
Ishares Tr26.9K$1.83M0.1%−$42.8KCut−$131.3K
Ishares Tr18.4K$1.83M0.1%−$9.71KAdded$253.2K
First Tr Exchange-Traded Fd36.6K$1.82M0.1%−$5KAdded$429.4K
The Alger Etf Trust58.5K$1.82M0.1%−$190.8KCut−$967.6K
Ishares Tr8.16K$1.79M0.1%$33.3KCut−$337.7K
First Tr Exchange-Traded Fd67.1K$1.78M0.1%−$29KAdded$1.1M
First Tr Exchange-Traded Fd81.5K$1.77M0.1%$32.2KAdded$1.05M
Ishares Tr18.2K$1.77M0.1%$19.8KAdded$36.3K
Medtronic PlcMDT20.4K$1.77M0.1%−$191.8KCut−$274.6K
Innovator Etfs Trust38.1K$1.76M0.1%−$27.2KAdded$321.4K
First Tr Exch Traded Fd Iii80.9K$1.76M0.1%$8.2KAdded$1.02M
Touchstone Etf Trust42.1K$1.74M0.1%New
Ishares Tr39.4K$1.72M0.1%New
Spdr Index Shs Fds43.1K$1.7M0.1%$14.2KAdded$19.2K
John Hancock Exchange Traded25.2K$1.69M0.1%$29.6KAdded$510.4K
J P Morgan Exchange Traded F19.6K$1.68M0.1%New
Pacer Fds Tr26.9K$1.68M0.1%$64.2KCut$34.9K
Ishares Tr11.1K$1.68M0.1%$113.9KCut$60.3K
Marvell Technology, Inc.MRVL17K$1.68M0.1%$238.6KCut$117K
First Tr Exchange-Traded Fd65.2K$1.67M0.1%$14.2KAdded$979.7K
Qualcomm Inc12.8K$1.65M0.1%−$542.7KCut−$1.39M
TransMedics Group, Inc.TMDX16.6K$1.65M0.1%−$369.1KCut−$370.3K
Goldman Sachs Etf Tr36.5K$1.63M0.1%New
American Intl Group Inc21.4K$1.61M0.1%−$190.2KAdded$30.7K
General Mtrs Co21.4K$1.6M0.1%−$70.5KAdded$755.8K
Energy Transfer L P82.4K$1.59M0.1%$231.4KCut$169.8K
Spdr Series Trust34.8K$1.58M0.1%$75.3KAdded$150K
Invesco Exch Traded Fd Tr Ii31.3K$1.58M0.1%$55.1KCut$50.4K
Vaneck Etf Trust3.95K$1.52M0.1%$78.7KAdded$296.1K
Ishares Tr15.8K$1.51M0.1%−$135.5KCut−$2.14M
Lam Research CorpLRCX7.02K$1.5M0.1%$298.3KCut$275K
Wisdomtree Tr27.9K$1.49M0.1%−$128.3KAdded$55.1K
Ishares Tr25.2K$1.49M0.1%$52.2KAdded$158.2K
Pgim Etf Tr29.9K$1.48M0.1%−$2.71KCut−$635.6K
Select Sector Spdr Tr18K$1.48M0.1%$77.5KCut−$52.3K
Arista Networks, Inc.ANET12K$1.48M0.1%−$99.1KCut−$502.6K
Ishares Bitcoin Trust EtfIBIT37.4K$1.44M0.1%−$420.3KCut−$504.8K
Vanguard Index Fds6.96K$1.43M0.1%−$3.75KAdded$1.2M
Vanguard World Fd22K$1.43M0.1%−$1.34KCut−$168.2K
Ishares Tr8.1K$1.42M0.1%$177.7KCut−$17.5K
Lowes Cos Inc5.94K$1.4M0.1%−$29.1KCut−$77.6K
Ecolab Inc.ECL5.25K$1.4M0.1%$17KAdded$122.4K
Ishares Silver Tr20.5K$1.4M0.1%$76.3KCut−$65.9K
Raymond James Finl Inc9.58K$1.39M0.1%−$140.8KAdded−$43.6K
First Tr Exchng Traded Fd Vi31.4K$1.37M0.1%−$22.9KCut−$148.2K
Ishares Tr9.18K$1.34M0.1%$42.2KAdded$67.6K
Helen Of Troy LtdHELE92.2K$1.33M0.0%−$589KAdded−$502.7K
Tjx Cos Inc New8.27K$1.32M0.0%$47KAdded$136.4K
General Dynamics CorpGD3.84K$1.32M0.0%$25.2KCut−$76.9K
Ishares Tr31K$1.32M0.0%$35.2KCut−$45.7K
Wisdomtree Tr24.9K$1.31M0.0%$23.4KCut$20.9K
American Beacon Select Funds25.4K$1.31M0.0%$46.5KAdded$1.03M
Schwab Charles Corp13.9K$1.31M0.0%−$70.2KAdded$124.5K
T Rowe Price Etf Inc43.1K$1.31M0.0%New
Aim Etf Products Trust38.8K$1.3M0.0%−$23.7KAdded$33.5K
Infleqtion Inc132K$1.29M0.0%New
Honeywell Intl Inc5.66K$1.28M0.0%$175.2KCut$124.3K
Ishares Tr6.82K$1.27M0.0%−$107.4KAdded$101.8K
J P Morgan Exchange Traded F15K$1.27M0.0%−$49.8KAdded$708.2K
Hartford Fds Exchange Traded35.9K$1.26M0.0%New
First Tr Exchange Traded Fd8.53K$1.26M0.0%New
Lumentum Hldgs Inc1.78K$1.25M0.0%$596KCut$12.5K
Iren Limited36.5K$1.25M0.0%−$106.4KAdded$100.9K
First Tr Exch Trd Alphdx Fd14.4K$1.25M0.0%New
Ishares Tr10.9K$1.25M0.0%−$28.1KAdded$746.2K
Ishares 0-3 Month12.3K$1.24M0.0%$1.68KAdded$636.4K
Invesco Exchange Traded Fd T16.4K$1.23M0.0%$2.3KCut−$154.6K
Goldman Sachs Etf Tr16.3K$1.21M0.0%−$17.2KAdded$10.7K
Rbb Fd Inc24.3K$1.21M0.0%−$463Added$60.7K
Neos Etf Trust24.2K$1.2M0.0%−$100.9KCut−$215.2K
Corning Inc8.65K$1.18M0.0%$266.3KAdded$694.7K
Select Sector Spdr Tr10.8K$1.18M0.0%−$110.2KAdded−$87.1K
Accenture Plc Ireland5.87K$1.16M0.0%−$408.3KAdded−$400.2K
Deere & CoDE2.07K$1.16M0.0%$202.1KCut$157.8K
First Tr Exchange-Traded Fd25K$1.16M0.0%New
Ishares Tr12.4K$1.16M0.0%−$22.8KAdded$581.2K
Novartis Ag7.48K$1.14M0.0%$111.4KCut−$69.9K
Ishares Tr20.8K$1.14M0.0%New
American Centy Etf Tr14.1K$1.13M0.0%$39.5KAdded$279K
First Tr Exchange-Traded Alp11.7K$1.13M0.0%New
Vaneck Etf Trust12.3K$1.13M0.0%$73.6KAdded$79.5K
Fastenal CoFAST24K$1.11M0.0%$150KAdded$153.3K
Innovator Etfs Trust28.6K$1.11M0.0%−$22.9KCut−$351.9K
Ark Etf Tr16.4K$1.11M0.0%−$125.9KAdded$69K
Ssga Active Tr18.9K$1.09M0.0%−$86.2KCut−$128.8K
First Tr Exchange-Traded Fd24.1K$1.08M0.0%New
Digital Rlty Tr Inc5.96K$1.07M0.0%$139.3KAdded$230.3K
American Centy Etf Tr10.2K$1.07M0.0%New
Innovator Etfs Trust25.1K$1.07M0.0%−$15.8KAdded$154.2K
Par Pac Holdings Inc16.7K$1.05M0.0%$326.6KAdded$630.2K
Vanguard Index Fds4.81K$1.04M0.0%$23.6KAdded$136.1K
Alps Etf Tr23.7K$1.04M0.0%$23Added$17.7K
Cummins IncCMI1.92K$1.03M0.0%$32.4KAdded$432.3K
First Tr Exchange Traded Fd57.6K$1.03M0.0%New
Ishares Tr44.4K$1.02M0.0%−$4.87KAdded$42.6K
NIKE, Inc.NKE19.2K$1.01M0.0%−$208.9KCut−$210.1K
Global X Fds21.6K$1.01M0.0%−$90.5KCut−$719.8K
Ishares Tr6.45K$1M0.0%−$82.7KCut−$284.3K
Ishares Tr21.6K$998.3K0.0%$13.9KAdded$186.9K
Global X Fds19.4K$986.2K0.0%$54.3KAdded$126.5K
Ishares Tr12.3K$982.5K0.0%−$12.1KAdded$73.9K
Ishares Inc12.4K$980.1K0.0%New
Ishares Tr18.1K$978K0.0%$12.5KAdded$145.3K
Alliant Energy CorpLNT13.6K$978K0.0%$88.9KAdded$121.8K
J P Morgan Exchange Traded F17.2K$974.2K0.0%−$9.56KAdded−$2.98K
Federated Hermes Etf Trust31K$955.7K0.0%$64.6KAdded$112.4K
Morgan Stanley Etf Trust18.9K$951.1K0.0%−$7.84KCut−$46.8K
Lattice Strategies Tr16K$946.4K0.0%$21.3KCut−$407K
Capital Group Core Equity Et24.5K$942K0.0%−$31.2KAdded$249.2K
Spdr Index Shs Fds12.5K$935.1K0.0%New
Texas Instrs Inc4.82K$935K0.0%$99.5KCut−$57.9K
Strategy Inc7.47K$932.6K0.0%−$180KAdded−$74.6K
Invesco Exch Traded Fd Tr Ii38.6K$926.1K0.0%−$12.6KAdded$49.6K
Ishares Tr8.47K$922.7K0.0%−$9.03KAdded$99.5K
Stryker CorpSYK2.76K$906.9K0.0%−$56.1KAdded$45.1K
Invesco Exch Traded Fd Tr Ii33.2K$905.4K0.0%−$8.95KCut−$3.32M
Intuitive Surgical IncISRG1.95K$900.8K0.0%−$202.7KAdded−$188.9K
Western Digital CorpWDC3.3K$892.6K0.0%$240.3KAdded$471.1K
Invesco Exchange Traded Fd T18.8K$892.4K0.0%$11.4KAdded$15.7K
Tidal Trust Iii21.3K$892.3K0.0%$23.8KAdded$675.5K
Comcast Corp New30.8K$884.7K0.0%−$36.4KCut−$92.2K
Alibaba Group Hldg Ltd6.98K$875.9K0.0%−$142KAdded−$109.6K
Boston Scientific CorpBSX13.8K$868.3K0.0%−$451.1KCut−$3.57M
L3harris Technologies Inc2.51K$867K0.0%$129.6KCut$45.9K
Vanguard Scottsdale Fds14.5K$866.1K0.0%−$4.89KAdded$98.7K
First Tr Exchange-Traded Fd3.7K$865.7K0.0%−$130KCut−$2.11M
Ishares Tr9.14K$864.1K0.0%$6.19KCut−$302.1K
Starbucks CorpSBUX9.61K$861.3K0.0%$51.3KAdded$57K
Davis Fundamental Etf Tr16.9K$859.7K0.0%−$6.62KCut−$442.3K
Fidelity Covington Trust14.6K$858.6K0.0%−$32.3KHeld
3M COMMM5.9K$856.3K0.0%−$87.7KCut−$99K
United Nat Foods Inc18.9K$852.7K0.0%$146.7KAdded$419.1K
Datadog, Inc.DDOG7.22K$852.3K0.0%−$129.5KCut−$134.4K
Pacer Fds Tr18.3K$849.1K0.0%−$15.1KCut−$278.9K
Automatic Data Processing In4.17K$847.1K0.0%−$225.3KCut−$559.2K
Ttm Technologies IncTTMI8.66K$843.4K0.0%$246.1KCut$149K
Goldman Sachs Etf Tr12.3K$843.3K0.0%−$59.2KCut−$188.3K
Shopify Inc.SHOP7.11K$843.2K0.0%−$301KCut−$730.7K
Ishares Tr8.83K$843K0.0%−$6.34KCut−$14.5K
Sterling Infrastructure, Inc.STRL2.06K$840.2K0.0%$178.7KAdded$298.5K
Ishares Tr2.56K$839.8K0.0%$70.3KCut$61.9K
Altria Group, Inc.MO12.6K$833.3K0.0%$103KAdded$120.4K
Fidelity Covington Trust15.1K$832.5K0.0%−$21.9KCut−$255.3K
Vanguard World Fd5.72K$829.4K0.0%$20.2KAdded$81.3K
Ishares Tr2.64K$828.8K0.0%−$23.8KAdded−$5.89K
Ishares Tr2.31K$822.9K0.0%−$39.2KCut−$111.3K
Affirm Hldgs Inc17.9K$818.3K0.0%−$510.9KHeld
Blackstone Inc.BX7.08K$814.3K0.0%−$232.6KAdded−$101.5K
First Tr Exchange-Traded Fd18.1K$811.8K0.0%−$19.6KCut−$2.35M
Asml Holding N V612$808.4K0.0%$97.5KAdded$388.1K
Vanguard Bd Index Fds16.2K$806.4K0.0%−$851Cut−$15K
First Tr Exchange Traded Fd8.6K$805.8K0.0%−$27.3KCut−$95.4K
Vanguard Scottsdale Fds3.51K$803.3K0.0%−$24.3KCut−$855.1K
Invesco Exch Traded Fd Tr Ii16.1K$800.3K0.0%$25.7KAdded$32.3K
Blackrock Etf Trust25.9K$799.4K0.0%−$21.9KAdded−$163
Danaher Corporation4.21K$799.2K0.0%−$165.7KCut−$188.4K
Fedex CorpFDX2.22K$791.6K0.0%$67.2KAdded$503.3K
Northrop Grumman Corp1.16K$790.1K0.0%$125.8KAdded$147K
Kroger CoKR10.9K$786.1K0.0%$92.6KAdded$200.4K
Columbia Etf Tr Ii19.2K$784.7K0.0%$47.1KCut−$4.14M
Eaton Vance Tax-Managed Dive56.8K$782.9K0.0%−$87.8KAdded−$86.5K
Gilead Sciences, Inc.GILD5.58K$777.5K0.0%$92.9KCut−$423.6K
Eaton Corp PlcETN2.17K$775.9K0.0%$81.1KAdded$114K
Paypal Hldgs Inc17.1K$775.4K0.0%−$166.1KAdded$38.3K
Davita Inc.DVA5.04K$775.1K0.0%New
Exchange Traded Concepts Tru13.1K$774.8K0.0%−$58.8KCut−$96.6K
Intuit Inc.INTU1.78K$768.3K0.0%−$408.8KCut−$840K
Ishares Tr7.48K$765K0.0%−$2.21KCut−$147.8K
Dell Technologies Inc.DELL4.65K$763.9K0.0%$178.1KCut$5.86K
First Tr Exchange Traded Fd23.7K$756.9K0.0%$37.5KAdded$72.6K
Ishares Tr7.96K$755.4K0.0%−$2.16KAdded$2.4K
Capital One Finl Corp4.14K$755K0.0%−$247.9KCut−$1.81M
Warby Parker Inc.WRBY35.8K$753.3K0.0%−$18.6KAdded$188.9K
Enterprise Prods Partners L19.8K$748.5K0.0%$109.3KAdded$142.5K
Franklin Templeton Etf Tr29.8K$739.4K0.0%−$2.38KCut−$35.4K
Blackrock Etf Trust22.4K$738.5K0.0%−$6.89KAdded$83.5K
GRAIL, Inc.GRAL14.2K$733.8K0.0%−$481.5KCut−$572.4K
Federated Hermes Etf Trust24.7K$733.1K0.0%New
Gildan Activewear Inc.GIL13.1K$730.3K0.0%−$89.4KCut−$132.5K
Ishares Tr10.8K$726.9K0.0%$25.7KCut−$1.51M
Vanguard Star Fds9.41K$725.6K0.0%$8.74KAdded$331.9K
BTQ Technologies Corp.BTQ269.9K$720.6K0.0%−$661.3KHeld
Ishares Tr3.76K$712.1K0.0%$31.3KAdded$31.5K
Blackrock Etf Trust19.6K$710.6K0.0%−$36.4KAdded$110.5K
Kinder Morgan Inc Del20.9K$701.7K0.0%$126.4KCut$113.7K
Air Prods & Chems Inc2.42K$701.7K0.0%$101KAdded$127.4K
Celestica IncCLS2.45K$691K0.0%−$34.2KCut−$79.4K
First Tr Exch Traded Fd Iii9.78K$688K0.0%−$6.16KCut−$15.7K
Progressive Corp3.46K$687K0.0%−$102.1KCut−$459.7K
Proshares Tr15.8K$685.3K0.0%New
Vanguard Index Fds2.28K$681.1K0.0%−$36.1KAdded−$31.3K
Exelon CorpEXC13.8K$678.2K0.0%$61.9KAdded$181.5K
Mondelez Intl Inc11.8K$677.7K0.0%$42.3KAdded$80.3K
Ishares Tr3.73K$677.5K0.0%−$68.2KCut−$189.5K
Fidelity Covington Trust25.2K$677.1K0.0%$379Added$168.2K
Blackrock Etf Trust Ii13K$676.2K0.0%−$11KCut−$333.7K
First Tr Exchange-Traded Fd32.7K$674.5K0.0%New
Vanguard Index Fds7.56K$671K0.0%$1.56KCut−$3.13K
Ishares Tr5.7K$670.2K0.0%−$64.1KCut−$545.2K
Spdr Series Trust21.8K$670K0.0%$1.07KCut−$462.7K
Emerson Elec Co5.07K$663.8K0.0%−$8.58KCut−$15.7K
Valmont Inds Inc1.66K$663.7K0.0%−$4.57KHeld
Neos Etf Trust13.4K$659.7K0.0%−$26.5KAdded$219K
Janus Detroit Str Tr8.29K$657.9K0.0%−$18.3KCut−$721.2K
Applovin CorpAPP1.65K$657.1K0.0%−$415.4KAdded−$357.7K
Proshares Tr15.7K$654.1K0.0%New
T Rowe Price Etf Inc18.2K$646.5K0.0%−$14.2KAdded$440.7K
Wisdomtree Tr7.23K$634.9K0.0%−$11.4KCut−$374.2K
Series Portfolios Tr24.7K$634.6K0.0%−$20.5KCut−$322.2K
Duke Energy Corp New4.82K$630.8K0.0%$58.5KAdded$131.7K
Ishares Tr7.98K$628.8K0.0%−$6.94KAdded$109.2K
Nasdaq, Inc.NDAQ7.34K$623.5K0.0%−$80.9KAdded−$19K
Fidelity Comwlth Tr7.33K$622K0.0%−$40.3KAdded$55.1K
Kla CorpKLAC422$621.4K0.0%$92.9KAdded$182.7K
First Tr Exchange-Traded Fd13.2K$618.9K0.0%$12.5KCut−$162K
American Elec Pwr Co Inc4.71K$618K0.0%$73.6KAdded$79.7K
Wisdomtree Tr17.1K$616.3K0.0%$42.7KCut$6.61K
Carnival Corp Ltd.CCL23.8K$615.9K0.0%−$104.2KAdded−$67.1K
Devon Energy Corp New12.2K$611.8K0.0%$130KAdded$263.8K
Prologis Inc.4.63K$611.4K0.0%$20.8KAdded$23.5K
Ishares Tr3.8K$609.3K0.0%−$24.8KAdded$191.8K
Fidelity Covington Trust8.6K$603.5K0.0%−$23.4KAdded$362.8K
Pimco Etf Tr11.6K$603.4K0.0%−$2.23KAdded$69.3K
Eaton Vance Tax-Managed Buy-44.1K$603.2K0.0%−$17.8KAdded$231.9K
Cipher Mining IncCIFR46.8K$602.9K0.0%−$57.9KAdded$150.7K
Invesco Exchange Traded Fd T4.14K$599.9K0.0%$27.1KCut$3.6K
First Tr Exchange-Traded Alp6.49K$598.9K0.0%$36.8KAdded$86.8K
First Tr Exchange Traded Fd15.3K$598.5K0.0%−$14.8KAdded$47.3K
Vanguard Mun Bd Fds12K$598K0.0%−$2.82KAdded$244.8K
Dte Energy Co4.07K$594.8K0.0%$70.1KCut$58.5K
Ppl Corp15.5K$591.4K0.0%$47.2KAdded$71.7K
FabrinetFN1.13K$591.4K0.0%New
Celsius Hldgs Inc16.6K$590.4K0.0%−$170.7KCut−$191.3K
First Tr Exchange Traded Fd25.7K$589.8K0.0%−$13.3KAdded$121K
First Tr Exchange-Traded Fd2.92K$586.5K0.0%New
Dycom Inds Inc1.73K$585.5K0.0%New
Incyte CorpINCY6.09K$573.3K0.0%−$27.1KAdded−$3.23K
Vanguard Index Fds2.21K$568.4K0.0%−$45.7KAdded−$16.6K
Chubb Limited1.74K$567.7K0.0%$24.2KCut−$32.7K
Ishares Tr8.79K$565.8K0.0%−$5.8KHeld
First Tr Exchange-Traded Alp4.63K$564.6K0.0%$15.3KCut$14.4K
Invesco Exch Traded Fd Tr Ii10.2K$562K0.0%$25.1KHeld
Ishares Inc16.3K$561.6K0.0%$37.5KAdded$198.7K
Waste Mgmt Inc Del2.42K$555.6K0.0%$21.6KAdded$85.8K
Vanguard Bd Index Fds7.05K$552.8K0.0%−$2.65KAdded$39.3K
Booking Holdings Inc.BKNG131$552.3K0.0%−$149.9KCut−$278.6K
Bny Mellon Etf Trust12.3K$550.1K0.0%New
Ishares Tr3.04K$550.1K0.0%New
Newell Brands Inc.NWL159.7K$547.9K0.0%−$46.3KAdded−$46.1K
Nuveen Floating Rate Income72.5K$544.9K0.0%−$21.2KAdded$8.86K
Invesco Exchange Traded Fd T12K$542.2K0.0%−$1.58KAdded$253K
Arm Holdings Plc3.57K$540.5K0.0%$139.5KAdded$177.1K
Morgan Stanley Etf Trust11.2K$538.9K0.0%−$14.5KCut−$27.4K
New York Life Invts Active E22.2K$535.3K0.0%New
Invesco Exch Traded Fd Tr Ii8.79K$528.2K0.0%$12.4KAdded$325.4K
Nucor CorpNUE3.12K$527.9K0.0%$18.8KCut−$1.63K
Ishares Tr12.4K$527.7K0.0%$38.6KCut$33.1K
Spdr Series Trust4.35K$522.7K0.0%$23.9KAdded$103.8K
Eog Res Inc3.61K$521.9K0.0%New
Invesco Exch Traded Fd Tr Ii9.1K$517.3K0.0%New
Cintas CorpCTAS3.02K$510.8K0.0%−$45.2KAdded$61.9K
Gsk Plc9.24K$509.8K0.0%$55.1KAdded$70.6K
Pacer Fds Tr9.74K$504.7K0.0%−$3.14KAdded$122.6K
Colgate Palmolive CoCL5.86K$499.6K0.0%$36.4KCut$28.5K
Pacer Fds Tr15.7K$499K0.0%−$11.2KHeld
Invesco Exchange Traded Fd T4.82K$498.5K0.0%$3.7KAdded$98.7K
Invesco Ltd.IVZ20.4K$494.4K0.0%New
T Rowe Price Etf Inc13.4K$491.5K0.0%New
Vertiv Holdings CoVRT1.95K$488.4K0.0%$172.7KCut$167.8K
Pacer Fds Tr9.3K$487.8K0.0%−$29KAdded−$28.6K
Blackrock Etf Trust14.9K$486.3K0.0%New
Dbx Etf Tr10.8K$480.5K0.0%New
Pacer Fds Tr8.88K$480.2K0.0%−$7.22KAdded$95.4K
Illinois Tool Wks Inc1.84K$479.5K0.0%$25.4KAdded$29.5K
Cheniere Energy, Inc.LNG1.68K$475.3K0.0%$117.3KAdded$220.1K
Vanguard Scottsdale Fds4.29K$471K0.0%−$35KAdded$118.2K
Vanguard Charlotte Fds9.78K$469.9K0.0%−$2.37KAdded$44.1K
First Tr Exch Traded Fd Iii9.86K$468.8K0.0%−$3.85KAdded$3.61K
Citizens Finl Group Inc7.77K$465.9K0.0%$12.1KCut−$44.4K
Target CorpTGT3.84K$465.3K0.0%$90.1KCut$39.4K
Vanguard Scottsdale Fds9.8K$460K0.0%−$744Added$190.4K
Diamondback Energy, Inc.FANG2.31K$457.9K0.0%$109.9KCut$100.7K
Spdr S&P Midcap 400 Etf Tr734$452.7K0.0%$9.89KHeld
American Tower Corp New2.62K$451.7K0.0%−$7.54KAdded$9.03K
Spdr Series Trust3.53K$450.8K0.0%$12.1KAdded$195.6K
Tidal Trust I18.9K$450.5K0.0%−$9.56KAdded$184.5K
Ark Etf Tr3.96K$445.8K0.0%−$4.45KAdded$215.1K
Ishares Tr4.6K$445.5K0.0%−$28.6KCut−$105.3K
Yum Brands IncYUM2.85K$442.9K0.0%$11.1KAdded$40.3K
Qxo Inc22.8K$442.2K0.0%$2.42KAdded$83.4K
Dbx Etf Tr8.95K$442K0.0%$8.73KAdded$116.4K
Vanguard World Fd1.96K$441.9K0.0%$34.9KHeld
Cvs Health CorpCVS6.13K$440.3K0.0%−$46.3KCut−$942.6K
Ishares Tr4.37K$440K0.0%$16.4KCut−$48.2K
Freeport-Mcmoran IncFCX7.39K$434.4K0.0%$59.1KCut−$33.3K
Vanguard World Fd3.85K$432.7K0.0%−$33.1KAdded−$27.6K
Fidelity Covington Trust4.64K$432.6K0.0%−$38.6KAdded−$10.2K
Seagate Technology Hldngs Pl1.1K$432.1K0.0%$128.4KCut$123.4K
Schwab Strategic Tr14.8K$431.5K0.0%$6.68KAdded$115.3K
Ssga Active Etf Tr10.6K$430.5K0.0%−$50Added$25.2K
Willdan Group, Inc.WLDN5.6K$429K0.0%−$151.8KCut−$176.4K
First Tr Exchange-Traded Fd5.18K$425.4K0.0%New
Ishares Tr4K$424.8K0.0%$38.3KCut−$44.3K
Cornerstone Strategic Invest57.5K$418.6K0.0%New
Adobe Inc.ADBE1.72K$418.3K0.0%−$183.7KCut−$274K
Global X Fds12.5K$416.7K0.0%−$35.1KAdded−$6.54K
Ishares Tr9.01K$416.3K0.0%−$3.11KAdded$2.71K
Spdr Series Trust4.33K$414.1K0.0%−$6KAdded$22.6K
Oklo Inc.OKLO8.32K$412.8K0.0%−$97.2KAdded$98.1K
Elbit Sys Ltd486$412.7K0.0%New
Vanguard Intl Equity Index F5.44K$408.4K0.0%$8.25KAdded$15.2K
Aflac IncAFL3.72K$407.9K0.0%−$2.08KCut−$7.82K
Ishares Tr4.32K$405.6K0.0%−$10.1KCut−$22.9K
Ionq Inc14K$402.9K0.0%−$223.8KAdded−$223.2K
Invesco Exch Traded Fd Tr Ii2.6K$402K0.0%New
Kimberly Clark CorpKMB4.14K$399K0.0%−$15KAdded$55.5K
Invesco Exch Traded Fd Tr Ii21.1K$397.5K0.0%New
Neos Etf Trust8.38K$397.5K0.0%−$5.81KAdded$177.2K
ImmunityBio, Inc.IBRX51.4K$394.4K0.0%New
Norfolk Southn Corp1.37K$393.9K0.0%−$1.71KAdded$116.3K
J P Morgan Exchange Traded F7.68K$391.6K0.0%$282Cut−$125.8K
Vanguard World Fd1.09K$391K0.0%−$20.9KAdded$154.6K
Spdr Index Shs Fds10.6K$387.2K0.0%$7.09KHeld
American Centy Etf Tr5.21K$386.6K0.0%$11.7KAdded$106.5K
Ameriprise Finl Inc861$382.7K0.0%−$39.5KCut−$451.4K
Pacer Fds Tr8.51K$382K0.0%$3.88KAdded$37.6K
Ishares Tr3.21K$380.6K0.0%$15.2KCut$4.12K
Hubbell IncHUBB774$379.8K0.0%$36.1KHeld
Wisdomtree Tr9.45K$379.2K0.0%−$11.6KAdded$19.5K
Terawulf Inc.WULF26K$375.3K0.0%$56KAdded$156.3K
Invesco Exch Traded Fd Tr Ii16.3K$374.5K0.0%−$3.43KCut−$79.9K
Vanguard World Fd2.16K$373.2K0.0%New
CoreWeave, Inc.CRWV4.8K$372.2K0.0%$28.2KCut−$26.8K
Nuveen Multi Asset Income Fu30K$372K0.0%−$19.2KHeld
Ishares Tr7.95K$369.7K0.0%−$12.1KAdded$16.2K
Mercadolibre IncMELI213$368.3K0.0%−$49.6KAdded$17.8K
Argan IncAGX675$367.6K0.0%New
Invesco Exch Traded Fd Tr Ii33.7K$366.9K0.0%−$4.24KAdded$234.7K
Invesco Exch Traded Fd Tr Ii3.7K$366.3K0.0%New
Wec Energy Group, Inc.WEC3.16K$365.4K0.0%$29.2KAdded$67.3K
Ishares Tr14.5K$365.2K0.0%$1.67KAdded$157K
Ssga Active Etf Tr9.15K$363.4K0.0%−$4.76KCut−$29.5K
Tidal Trust Ii5.86K$362.4K0.0%$16.9KCut$13.5K
Williams Cos Inc4.96K$360.7K0.0%$61.5KAdded$69.3K
Chicago Atlantic BDC, Inc.LIEN38.6K$360.5K0.0%−$38.2KHeld
Direxion Shs Etf Tr3.61K$355.9K0.0%−$13.7KCut−$13.8K
Bp Plc7.54K$354.3K0.0%$92.5KCut$89.7K
Ishares Tr3.33K$353.4K0.0%−$3.15KCut−$14K
Invesco Exch Traded Fd Tr Ii8.58K$353K0.0%New
Mplx Lp6.17K$352.3K0.0%$22.8KCut$8.22K
Fidelity Covington Trust9.79K$352K0.0%−$2.5KAdded$137.6K
Janus Detroit Str Tr7.2K$351.9K0.0%−$2.01KCut−$30.7K
Teva Pharmaceutical Inds Ltd11.7K$351.6K0.0%−$12.7KCut−$14.4K
Eversource EnergyES5.05K$349.7K0.0%$9.62KAdded$17.4K
Corteva, Inc.CTVA4.17K$349.4K0.0%$54.4KAdded$130.6K
Etf Ser Solutions14.1K$347.1K0.0%$8.88KAdded$128.5K
Oneok Inc /New/OKE3.77K$341K0.0%$59.1KAdded$83.7K
Vanguard Scottsdale Fds3.63K$340.5K0.0%$3.3KAdded$129.1K
Manulife Finl Corp9.87K$340.1K0.0%−$16.5KAdded$15K
Marathon Pete Corp1.39K$339.4K0.0%$102KAdded$135.7K
Ishares Tr12.6K$337.5K0.0%−$7.31KCut−$841.9K
Royal Caribbean Group1.22K$337K0.0%−$4.43KCut−$4.71K
Ishares Tr7.01K$336.8K0.0%$355Cut−$56.6K
Moodys Corp767$334.6K0.0%−$49.6KAdded−$5.11K
Robinhood Mkts Inc4.83K$334.4K0.0%−$211.4KCut−$3.44M
Fidelity Covington Trust1.59K$331.9K0.0%New
Ishares Tr2.4K$331.8K0.0%−$7.53KCut−$31.7K
Tidal Trust I14.9K$331.7K0.0%$12.1KCut−$11.5K
SoFi Technologies, Inc.SOFI20.8K$330.7K0.0%−$170KAdded−$101.3K
Truist Finl Corp7.17K$329.4K0.0%−$23.2KCut−$56.7K
Cambria Etf Tr8.73K$326.1K0.0%$42.3KCut$40.7K
Invesco Exch Traded Fd Tr Ii6.58K$326K0.0%$3.38KAdded$18.2K
Exchange Listed Fds Tr14.4K$324.3K0.0%−$6.84KAdded$2.75K
Nisource Inc.NI6.89K$321.4K0.0%$33.8KHeld
Ishares Tr2.4K$317.7K0.0%$2.09KCut−$58.3K
J P Morgan Exchange Traded F4.17K$316.2K0.0%$3.59KCut−$56.8K
Ishares Tr4.03K$316.1K0.0%New
Bed Bath & Beyond Inc68.1K$316K0.0%−$55.8KCut−$68.4K
Veeva Sys Inc1.79K$315.1K0.0%−$82.5KAdded−$71.9K
Pacer Fds Tr8.62K$314.5K0.0%New
First Tr Exchange Traded Fd2.86K$312.8K0.0%−$59.2KCut−$219.5K
Neuberger Berman Etf Trust6.16K$312.4K0.0%−$2.91KCut−$24.8K
Ishares Tr6.24K$312K0.0%New
Ishares Tr2.11K$311.9K0.0%−$1.3KAdded$19.5K
Suncor Energy Inc New4.72K$311.8K0.0%$102.6KCut$77.4K
Cloudflare, Inc.NET1.51K$311K0.0%$13.8KHeld
Viking Therapeutics, Inc.VKTX9.55K$310.8K0.0%−$20.9KAdded$31.9K
Us Bancorp Del5.97K$310.6K0.0%−$8.05KCut−$23.8K
C. H. Robinson Worldwide, Inc.CHRW1.87K$310.2K0.0%$9.92KHeld
First Tr Exchange-Traded Fd1.43K$309.3K0.0%−$20.4KCut−$171.6K
First Tr Exch Traded Fd Iii8.38K$308.4K0.0%$11.8KAdded$27.4K
Invesco Exch Traded Fd Tr Ii2.9K$306.1K0.0%−$290Held
Global X Fds7.82K$306K0.0%−$11.7KCut−$77.8K
Principal Financial Group In3.38K$304.8K0.0%$5.12KAdded$67.4K
Amphenol Corp New2.41K$304.8K0.0%New
Sarepta Therapeutics, Inc.SRPT13.9K$302.1K0.0%$3.33KCut−$57.6K
Regeneron Pharmaceuticals, Inc.REGN383$295.9K0.0%$277Added$18K
Hancock John Pfd Income Fd I20.7K$294.9K0.0%New
V F CorpVFC17.2K$292.8K0.0%−$18.8KCut−$82.5K
Targa Res Corp1.17K$292.4K0.0%$77.2KCut−$382.4K
Ishares Tr5.47K$292.1K0.0%−$45.5KAdded−$29.1K
First Tr Exchange-Traded Fd14.8K$290.4K0.0%New
Invesco Exchange Traded Fd T2.44K$289.1K0.0%−$4.35KHeld
Monolithic Pwr Sys Inc264$288.6K0.0%$49.4KHeld
Invesco Exch Traded Fd Tr Ii2.8K$287.6K0.0%New
Iqvia Hldgs Inc1.68K$286.8K0.0%−$85.9KAdded−$66.1K
Rockwell Automation, IncROK798$286.6K0.0%−$24KCut−$43.5K
Ishares Tr2.77K$286.4K0.0%$2.88KCut−$3.98K
Invesco Actvely Mngd Etc Fd16.5K$285.9K0.0%$65.8KAdded$71.8K
Sysco CorpSYY4K$285.2K0.0%−$9.37KAdded−$9.01K
Intercontinental Exchange In1.81K$284.4K0.0%−$8.5KAdded−$6.14K
Ishares Tr4.38K$283.9K0.0%$75.6KCut−$49.1K
Dimensional Etf Trust7.29K$283.4K0.0%−$5.31KAdded−$5.24K
Grayscale Bitcoin Trust EtfGBTC5.34K$281.6K0.0%New
Occidental Pete Corp4.32K$281.1K0.0%$103.3KCut$78.1K
Ark Etf Tr2.33K$281K0.0%−$63.2KCut−$116.8K
Marsh & Mclennan Cos Inc1.62K$280.9K0.0%−$18.3KAdded−$410
Two Rds Shared Tr6.1K$280.1K0.0%$4.99KCut−$426.6K
Invesco Exch Traded Fd Tr Ii4.65K$280.1K0.0%New
Ishares Tr2.53K$279.4K0.0%$1.14KCut$40
Dimensional Etf Trust7.16K$278.9K0.0%$6.09KCut−$8.59K
Generac Hldgs Inc1.42K$278.1K0.0%$84KCut$31.5K
Dimensional Etf Trust8.2K$277.6K0.0%$10.6KCut−$4.47K
Baidu Inc2.49K$277.3K0.0%−$47.9KCut−$70.4K
Firstenergy CorpFE5.45K$276.1K0.0%$31.2KAdded$39.3K
Ishares Inc6.06K$275.5K0.0%New
Flex Ltd.FLEX4.21K$275.3K0.0%$17.2KAdded$69.5K
Vanguard Admiral Fds Inc1.35K$275.1K0.0%−$1.43KHeld
Nuveen Cr Strategies Income56.5K$275K0.0%−$8.47KHeld
Fidelity Covington Trust7.32K$274.5K0.0%New
Global X Fds5.67K$274.4K0.0%$30.1KAdded$48.9K
Quicklogic CorpQUIK29.2K$274.3K0.0%$96.9KAdded$101.6K
Newmont Corp2.52K$272.5K0.0%$21.2KCut−$18.7K
Cadence Design System Inc978$271.8K0.0%−$33.9KHeld
Jackson Financial Inc2.55K$269.8K0.0%−$2.37KHeld
Fortinet, Inc.FTNT3.27K$267.7K0.0%$7.58KCut$3.61K
DENTSPLY SIRONA Inc.XRAY23K$266.7K0.0%New
Vaneck Etf Trust15.2K$266.2K0.0%New
Global X Fds15.5K$265.8K0.0%−$6.6KAdded$42K
Vanguard World Fd1.48K$265.6K0.0%−$20.3KCut−$47.8K
T-Mobile Us Inc1.26K$265.5K0.0%$7.54KAdded$43.9K
Innovator Etfs Trust6.6K$264.7K0.0%New
Vanguard Bd Index Fds3.43K$264.6K0.0%−$2.08KAdded$33.7K
Johnson Ctls Intl Plc2.01K$263.1K0.0%$22.5KCut−$30.2K
Ishares Tr11.5K$262.9K0.0%−$1.56KAdded$13.3K
Ishares Ethereum Tr16.5K$261.8K0.0%−$91.7KAdded−$49.9K
Elevance Health Inc Formerly893$261.7K0.0%−$43.2KAdded−$110
Vaneck Etf Trust2.18K$261.4K0.0%New
Schwab Strategic Tr10.5K$260.5K0.0%$6.86KAdded$28.1K
Fidelity Covington Trust3.7K$260.3K0.0%New
Travelers Companies, Inc.TRV892$260.2K0.0%$1.25KCut−$18.5K
Goldman Sachs Etf Tr4.76K$260.1K0.0%$1.31KHeld
Davis Fundamental Etf Tr9.63K$259.3K0.0%−$14.5KAdded−$651
Chipotle Mexican Grill IncCMG8.09K$259.1K0.0%−$38KAdded−$22.8K
Consolidated Edison IncED2.28K$258.6K0.0%$31.7KCut−$3.7K
Vanguard World Fd1.3K$258.1K0.0%$17KAdded$18.2K
Snowflake Inc.SNOW1.71K$257.3K0.0%−$116.9KCut−$156.4K
Vaneck Fds5.12K$256.4K0.0%−$2.67KAdded−$519
Uscf Etf Tr4.37K$256.3K0.0%New
Ishares Tr2.09K$253.9K0.0%−$16KAdded−$15.5K
Dominion Energy, IncD4.09K$253K0.0%$13.2KCut−$21.6K
Spdr Series Trust1.82K$251.1K0.0%−$22.5KCut−$412.5K
Ishares Tr1.57K$249.4K0.0%−$11.6KAdded−$11.1K
Ishares Tr1.75K$249.1K0.0%New
Vanguard World Fd3.46K$247.9K0.0%New
First Majestic Silver CorpAG11.5K$247K0.0%New
Ishares Tr2.96K$246.6K0.0%New
Nano Nuclear Energy Inc.NNE12K$246.5K0.0%−$42.5KCut−$44.2K
Dow Inc.DOW5.87K$244.5K0.0%New
Ishares Tr3.21K$242.2K0.0%New
Ishares Tr2.18K$240.9K0.0%$554Cut−$13.1K
DT Midstream, Inc.DTM1.78K$240.4K0.0%$26.8KHeld
Albemarle Corp1.34K$239.9K0.0%$50.9KCut−$106.3K
Warner Bros. Discovery, Inc.WBD8.73K$239.8K0.0%−$11.4KAdded−$2.54K
Qnity Electronics, Inc.Q2.08K$239.5K0.0%New
Wisdomtree Tr2.52K$239.2K0.0%$3.65KCut−$11K
Ishares Tr961$239.2K0.0%−$26.4KAdded−$21.7K
Cambria Etf Tr3.16K$238.2K0.0%$17.3KAdded$34K
Ball CorpBALL4.02K$237.7K0.0%New
Cambria Tail Risk Etf20.3K$237.5K0.0%New
Wabtec946$236.5K0.0%$34.5KHeld
Red Cat Hldgs Inc18K$236.2K0.0%$54.2KAdded$152.9K
Autozone IncAZO69$233.1K0.0%−$947Held
Dimensional Etf Trust6.75K$233K0.0%New
First Tr Exchange-Traded Fd12.3K$233K0.0%−$3.07KCut−$10.7K
Materion CorpMTRN1.6K$231.4K0.0%New
Ishares Tr1.95K$231.1K0.0%−$20.8KCut−$22.1K
Capital Group Core Balanced6.71K$231K0.0%New
Dynex Cap Inc18.1K$230.6K0.0%New
J P Morgan Exchange Traded F2.41K$230.3K0.0%New
Goldman Sachs Etf Tr4.6K$227.8K0.0%New
Putnam Etf Trust4.89K$227.1K0.0%New
HCA Healthcare, Inc.HCA477$225.7K0.0%$3.04KCut−$439.5K
Ishares Tr2.6K$224.5K0.0%New
Flexshares Tr2.38K$223.3K0.0%$2.94KAdded$6.42K
Anavex Life Sciences Corp.AVXL72.4K$222.2K0.0%−$33.6KAdded−$21.7K
Vanguard Whitehall Fds2.36K$222.2K0.0%$9.8KAdded$15.6K
White Mtns Ins Group Ltd101$221.9K0.0%$11.9KAdded$14.1K
Ishares Tr3.16K$221.2K0.0%$9.82KCut−$71.7K
Dutch Bros Inc.BROS4.37K$221.1K0.0%−$45.2KAdded−$40.9K
Ishares Tr5.99K$220.8K0.0%−$3.33KCut−$23K
Etfis Ser Tr I10.8K$220.5K0.0%New
Morgan Stanley Etf Trust4.33K$219.2K0.0%−$628Held
Gabelli Divid & Income Tr8.05K$216.9K0.0%−$6.75KAdded−$5.89K
Invesco Exch Traded Fd Tr Ii3.56K$216.8K0.0%New
Vanguard Admiral Fds Inc1.89K$216.8K0.0%New
Cencora, Inc.COR688$216.3K0.0%−$16.2KCut−$23.3K
Old Dominion Freight Line In1.11K$216.1K0.0%New
Coterra Energy Inc6.14K$215.8K0.0%New
Ishares Tr4.65K$215.3K0.0%−$4.39KHeld
American Centy Etf Tr3.58K$215K0.0%New
Public Svc Enterprise Grp In2.65K$214.2K0.0%$1.72KCut−$38.1K
Themes Etf Tr90K$213.3K0.0%New
Spdr Series Trust8.32K$213.3K0.0%−$1.07KCut−$73.4K
Pimco Etf Tr4.7K$212.2K0.0%−$730Cut−$5.49K
Fidelity Covington Trust5.83K$211.6K0.0%New
Vaneck Etf Trust12K$209.3K0.0%New
First Tr Exch Traded Fd Iii4.12K$208.6K0.0%−$1.97KCut−$233.4K
Hershey CoHSY996$207.1K0.0%New
Ally Finl Inc5.25K$206K0.0%−$31.8KCut−$51.9K
Invesco Exch Trd Slf Idx Fd12.5K$206K0.0%−$2.94KCut−$37.9K
Mp Materials Corp4.26K$205.7K0.0%New
Fastly, Inc.FSLY7.05K$204.9K0.0%$133.1KCut$102.6K
Schwab Strategic Tr4.18K$204.4K0.0%New
Principal Exchange Traded Fd9.72K$200.5K0.0%−$2.43KAdded−$2.27K
Shell Plc2.15K$200.2K0.0%New
Alliancebernstein Hldg L P5.34K$200.2K0.0%−$5.52KAdded−$4.77K
Huntington Bancshares Inc12.6K$197.4K0.0%−$20.4KAdded−$10.4K
Tidal Trust I10.9K$195.8K0.0%−$3.71KAdded$4.84K
Ishares Tr10.6K$194.5K0.0%New
Ford Mtr Co16.8K$194.3K0.0%−$26.6KCut−$96.3K
NOV Inc.NOV10K$188.1K0.0%$31.8KCut$20.9K
Ondas Hldgs IncONDS19.6K$177K0.0%New
Enovix CorpENVX30.9K$159.9K0.0%−$65.7KCut−$76.3K
MARA Holdings, Inc.MARA19.4K$158.5K0.0%−$15.9KCut−$28.9K
Neuberger Engy Infrstr & Inc14.2K$149.4K0.0%$28.4KAdded$29.1K
Eaton Vance Tax-Managed Glob16.8K$145.3K0.0%−$14.6KHeld
Beta Bionics, Inc.BBNX14.2K$142.3K0.0%−$290.4KHeld
Cherry Hill Mtg Invt Corp51.8K$129.5K0.0%−$633Added$97.3K
Guggenheim Strategic Opportu11.6K$127.4K0.0%New
Journey Med Corp26.6K$124.6K0.0%−$80.2KCut−$99.5K
Blackrock Munihldgs Nj Qlty10K$116.1K0.0%−$3.31KHeld
Tortoise Capital Series Trus10.4K$108.1K0.0%New
Putnam Etf Trust13.2K$96.1K0.0%New
Compass Pathways PlcCMPS16.9K$93.7K0.0%New
Eaton Vance Risk-Managed Div11.1K$90.6K0.0%−$7.21KHeld
Bitfarms Ltd42.1K$82K0.0%−$16.8KCut−$241.8K
Blackrock Enhanced Intl Div14.4K$78K0.0%−$6.77KHeld
Nio Inc11.2K$67.5K0.0%$10.4KHeld
Galectin Therapeutics IncGALT23.9K$66.7K0.0%−$32.7KHeld
Greystone Housing Impact Inv10.3K$50.6K0.0%−$20.3KHeld
Canaan Inc.CAN107.3K$46.3K0.0%−$27.7KCut−$53.6K
New Found Gold Corp.NFGC12K$23.3K0.0%New
Cardiff Oncology, Inc.CRDF13K$21.1K0.0%−$15.5KHeld
Atyr Pharma IncATYR11.3K$8.81K0.0%−$35Held
Gossamer Bio, Inc.GOSS25K$8.2K0.0%−$39.3KAdded−$35.7K

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.