13F

Investor

GoalVest Advisory LLC

CIK 0001839307 · filed 2026-04-13 · SEC filing

13F book

$512M

Positions

445

44 new · 112 sold

Largest name

33.5%

Vanguard Index Fds

Est. mark

−$14.8M

Price effect on 401 names still held. Flow $4.7M.
NameTickerSharesValueWeightEst. markChange
Vanguard Index Fds287.2K$171.6M33.5%−$8.17MAdded−$1.63M
Vanguard Growth Etf70K$30.6M6.0%−$3.57MCut−$10.6M
Spdr Series Trust611.1K$20.5M4.0%−$165KCut−$230.2K
Goldman Sachs Etf Tr307.3K$15.7M3.1%−$65.2KAdded$1.75M
Spdr Series Trust55.6K$14.2M2.8%−$1.06MAdded$1.22M
Ishares Tr151K$13.7M2.7%$161.6KCut$83.2K
Vanguard Index Fds37.2K$11.9M2.3%−$538.3KCut−$1.5M
Vanguard Intl Equity Index F119.8K$9.87M1.9%−$129.3KAdded$711.9K
Goldman Sachs Physical Gold202.4K$9.35M1.8%$736.6KCut$704.9K
Ishares Inc119.8K$8.36M1.6%$52.9KAdded$6.95M
Nvidia CorpNVDA42.9K$7.48M1.5%−$455.5KAdded$457.6K
Alphabet Inc20.8K$5.97M1.2%−$528.5KCut−$578.3K
Microsoft CorpMSFT15.1K$5.6M1.1%−$1.47MAdded−$678.6K
Listed Fds Tr152K$5.41M1.1%New
Palantir Technologies Inc.PLTR36.4K$5.33M1.0%−$1.15MCut−$2.89M
Tesla, Inc.TSLA14.2K$5.27M1.0%−$1.1MAdded−$1.04M
Spdr Series Trust47.6K$4.66M0.9%−$418.1KCut−$828.4K
Amazon Com IncAMZN21.8K$4.55M0.9%−$397.7KAdded$477K
Jpmorgan Chase & Co.14.3K$4.22M0.8%−$402.2KCut−$666.1K
Apple Inc.AAPL16.1K$4.09M0.8%−$243.7KAdded$421.2K
Berkshire Hathaway Inc Del8.45K$4.05M0.8%−$186.1KAdded$59.3K
Invesco Exchange Traded Fd T20.4K$3.91M0.8%$68Added$3.88M
Visa Inc.V11.7K$3.55M0.7%−$543.8KAdded−$387.5K
Walmart Inc.WMT25.9K$3.21M0.6%$332KAdded$339K
Southern Copper Corp/SCCO18.6K$3.19M0.6%$529.6KAdded$536.5K
Generac Hldgs Inc15.4K$3M0.6%$905.7KCut$845.7K
Eli Lilly & CoLLY3.21K$2.95M0.6%−$372.6KAdded$366K
Calamos Etf Tr110.6K$2.78M0.5%−$177KCut−$591.6K
AbbVie Inc.ABBV12.7K$2.77M0.5%−$140.2KCut−$376.9K
Nrg Energy, Inc.NRG18.6K$2.73M0.5%−$244.3KCut−$387.6K
Nextera Energy Inc29.3K$2.72M0.5%$224.6KAdded$1.29M
Goldman Sachs Group Inc3.19K$2.7M0.5%−$105.5KCut−$201.3K
Johnson & JohnsonJNJ10.2K$2.5M0.5%$240.5KAdded$1.17M
Baker Hughes Company37.9K$2.31M0.5%$546.1KAdded$711.1K
Spdr S&P 500 Etf Tr3.51K$2.28M0.4%−$87.9KAdded$382.9K
Ishares Tr16.1K$2.13M0.4%−$113.2KAdded−$51.5K
Lam Research CorpLRCX9.93K$2.12M0.4%$420.6KAdded$427.2K
Meta Platforms, Inc.META3.62K$2.07M0.4%−$189.9KAdded$647.7K
Cava Group, Inc.CAVA24.9K$2.02M0.4%$121.7KAdded$1.7M
Williams Cos Inc26.8K$1.95M0.4%$339.8KCut$82.1K
Bank America Corp39.2K$1.91M0.4%−$138KAdded$695.2K
At&T Inc65.1K$1.89M0.4%$270KCut$36.4K
Cheniere Energy, Inc.LNG6.62K$1.88M0.4%$591.2KCut$576.4K
Cisco Sys Inc24K$1.86M0.4%$13.4KCut−$347.2K
Wheaton Precious Metals Corp.WPM14K$1.83M0.4%$188.2KAdded$190.2K
Freeport-Mcmoran IncFCX29.9K$1.76M0.3%$238.3KAdded$242.2K
Ge Aerospace6.16K$1.75M0.3%−$83.3KAdded$691.4K
Loews CorpL16.2K$1.73M0.3%$23.2KHeld
Invesco Qqq Tr3K$1.73M0.3%−$103.4KAdded$20.1K
Mcdonalds CorpMCD5.49K$1.71M0.3%$28.3KCut−$152.9K
DHT Holdings, Inc.DHT92.7K$1.69M0.3%$561.5KCut$326.6K
Lockheed Martin CorpLMT2.79K$1.69M0.3%$336.8KCut$90.1K
Principal Financial Group In18.6K$1.67M0.3%$35.3KCut−$224.1K
Valero Energy Corp6.67K$1.65M0.3%$562.6KCut$317.2K
Oneok Inc /New/OKE18.2K$1.65M0.3%$307.9KCut$251.6K
Merck & Co., Inc.MRK13.4K$1.61M0.3%$200.8KCut−$49.6K
Cummins IncCMI2.97K$1.6M0.3%$81.3KAdded$91K
Spdr Series Trust20.1K$1.54M0.3%−$73.9KCut−$75.9K
Blackstone Inc.BX13.3K$1.53M0.3%−$521.7KCut−$629.4K
Chevron Corp NewCVX7.22K$1.49M0.3%$393.3KCut$186.5K
Broadcom Inc.AVGO4.8K$1.49M0.3%−$175.3KAdded−$171.6K
Altria Group, Inc.MO21.6K$1.43M0.3%$180KCut$5.72K
Alps Etf Tr26.3K$1.38M0.3%$147.5KCut$11.1K
Pepsico IncPEP8.87K$1.38M0.3%$104.3KCut$76.3K
Omega Healthcare Invs Inc31.3K$1.37M0.3%−$16.3KCut−$223.6K
Procter And Gamble CoPG9.33K$1.35M0.3%$10.5KCut−$59K
Thermo Fisher Scientific Inc.TMO2.6K$1.28M0.3%−$26.6KAdded$1.1M
Digital Rlty Tr Inc7.07K$1.27M0.2%$180.4KCut$79.3K
Philip Morris Intl Inc7.59K$1.25M0.2%$37.5KCut−$180.8K
Southern Co12.9K$1.24M0.2%$119.9KCut−$33.1K
Royal Gold IncRGLD4.82K$1.23M0.2%$90.7KAdded$599.7K
Dte Energy Co7.72K$1.13M0.2%$133.1KCut−$6.06K
Fluor Corp NewFLR24.2K$1.13M0.2%$85.6KAdded$645.4K
Atmos Energy CorpATO5.87K$1.08M0.2%$100.3KHeld
Tjx Cos Inc New6.67K$1.06M0.2%$40.4KAdded$44.6K
Ares Capital CorpARCC58.6K$1.06M0.2%−$129.5KCut−$278.5K
International Paper Co28.1K$1M0.2%−$98KAdded−$43.1K
Unilever Plc16.7K$952.5K0.2%−$140.9KCut−$278.5K
Starwood Ppty Tr Inc53.9K$927.9K0.2%−$35.1KAdded$127.9K
Oracle Corp6.27K$922.4K0.2%−$299.7KCut−$450.6K
United Parcel Service IncUPS9.33K$918.1K0.2%−$7.56KHeld
Vici Pptys Inc33.6K$917K0.2%−$26.5KAdded−$16K
First Tr Exchange-Traded Fd4.48K$900.3K0.2%−$25.6KCut−$62.7K
Putnam Etf Trust30.2K$833.4K0.2%−$91.3KCut−$213.7K
Ishares Tr5.15K$779.9K0.2%$52.9KCut−$846K
Rio Tinto Plc7.92K$738.6K0.1%$105KCut$97K
Hut 8 Corp.HUT15.7K$738.4K0.1%$15.2KAdded$17.1K
Terawulf Inc.WULF50K$721.5K0.1%$147KCut−$595.3K
Lauder Estee Cos Inc9.81K$704.1K0.1%−$316.6KAdded−$302.3K
Alphabet Inc2.45K$701.7K0.1%−$65.9KCut−$121.1K
Hf Sinclair CorpDINO11.2K$698.8K0.1%$182.7KHeld
Tractor Supply Co15.4K$697.6K0.1%−$72.5KCut−$1.1M
Illinois Tool Wks Inc2.59K$674.4K0.1%$36.2KCut$21.5K
Ishares 0-3 Month6.64K$668.5K0.1%$4Added$667.1K
Factset Resh Sys Inc3K$651K0.1%−$219.6KHeld
Core Scientific Inc New40.1K$599.9K0.1%$16KHeld
Ishares Tr1.39K$594K0.1%−$65.3KCut−$135.4K
American Superconductor Corp17.4K$589K0.1%$88.2KCut$73.8K
First Tr Exchng Traded Fd Vi22.3K$585.3K0.1%−$5.79KHeld
Invesco Exch Traded Fd Tr Ii28.3K$577.7K0.1%−$16.7KCut−$6.78M
Brookfield Corp14.2K$575.6K0.1%−$77.1KHeld
BWX Technologies, Inc.BWXT2.59K$529.6K0.1%$82KHeld
Evergy, Inc.EVRG6.26K$513.2K0.1%$59.1KHeld
Costco Whsl Corp New472$470.3K0.1%$63.3KCut$46.9K
First Tr Exchange Traded Fd4.1K$450.4K0.1%−$16.6KCut−$48.5K
Exxon Mobil Corp2.62K$444.3K0.1%$125KAdded$139.4K
Ishares Tr635$414.8K0.1%−$20.1KCut−$82.5K
Amgen IncAMGN1.15K$404.6K0.1%$28.2KCut$18.1K
Asml Holding N V291$384.4K0.1%$73KHeld
Dave Inc2.2K$383K0.1%−$104.1KHeld
Mastercard IncMA737$368.3K0.1%−$52.5KCut−$64.5K
Stryker CorpSYK1.11K$365.2K0.1%−$25.4KHeld
Schwab Strategic Tr11.7K$358K0.1%$37.9KCut−$10.5K
Victory Portfolios Ii8.01K$357.7K0.1%−$22.7KCut−$23.7K
Fox Corp5.8K$338.7K0.1%−$85.1KCut−$194.8K
Bbh Tr22.3K$335.1K0.1%New
Abbott LabsABT3.25K$333.9K0.1%−$73.6KCut−$111.5K
Spdr Series Trust5.86K$331.6K0.1%−$1.35KHeld
Schwab Strategic Tr12.8K$327.4K0.1%−$16.2KCut−$52K
Schwab Strategic Tr10.9K$317.4K0.1%−$38KHeld
Deckers Outdoor CorpDECK3K$300.8K0.1%−$10.8KCut−$21.1K
Natixis Etf Tr5.46K$299.7K0.1%−$12.1KHeld
First Tr Exchange Traded Fd4.34K$296.4K0.1%−$4.44KAdded$37.3K
Vanguard Index Fds1.12K$287.5K0.1%−$24.3KHeld
RTX CorpRTX1.48K$286.1K0.1%$13.4KAdded$27.8K
Invesco Exchange Traded Fd T5.23K$285.3K0.1%−$24.7KHeld
Joby Aviation Inc33.5K$276.7K0.1%−$165.5KHeld
Global X Fds5.13K$260.7K0.1%$12.8KAdded$58.8K
Spdr Index Shs Fds6.98K$255.4K0.1%$4.68KHeld
Vanguard Scottsdale Fds2.29K$251.5K0.0%−$27.7KHeld
Eastgroup Pptys Inc1.35K$249.9K0.0%$9.38KHeld
Quanta Svcs Inc452$248.2K0.0%$57.4KHeld
Ishares Tr1.03K$247.4K0.0%−$10.6KHeld
Dimensional Etf Trust3.9K$243.6K0.0%$11.3KCut$2.42K
First Tr Exchange Traded Fd1.47K$239.6K0.0%$15.5KHeld
J P Morgan Exchange Traded F3.3K$236.9K0.0%−$9.49KHeld
Cintas CorpCTAS1.37K$231K0.0%−$25.9KCut−$57.6K
Intercontinental Exchange In1.45K$228.1K0.0%−$6.79KHeld
Vanguard Star Fds2.88K$222.5K0.0%$4.82KCut−$49.3K
Ishares Tr3.24K$218.9K0.0%$4.96KCut−$18.1K
Manulife Finl Corp6.29K$216.6K0.0%−$11.6KCut−$15.6K
Ishares Tr2.16K$215.9K0.0%−$10.9KHeld
Home Depot, Inc.HD653$214.8K0.0%−$9.93KCut−$42.3K
Cme Group Inc.CME720$212.7K0.0%$15.6KAdded$20.9K
Plains All Amern Pipeline L9.4K$209.9K0.0%$41.1KHeld
Schwab Strategic Tr6.87K$209.6K0.0%$6.12KHeld
Adams Diversified Equity Fd9.39K$205.6K0.0%−$13.4KHeld
T-Mobile Us Inc959$201.4K0.0%$6.7KCut−$11.8K
Ishares Tr785$194.7K0.0%$1.44KCut−$10.9K
Air Prods & Chems Inc657$190.9K0.0%$28.6KCut$22.9K
Vanguard Index Fds923$170.1K0.0%$6.38KCut−$7.63K
Planet Labs PbcPL5.99K$167.4K0.0%$49.3KHeld
Spdr Gold Tr384$165.2K0.0%$10.3KAdded$44.8K
Agnico Eagle Mines LtdAEM800$162.4K0.0%$26.8KHeld
First Tr Exchng Traded Fd Vi4.12K$162.3K0.0%−$694Added$9.2K
Vanguard Tax-Managed Fds2.42K$154.9K0.0%$3.89KCut−$19.3K
Salesforce, Inc.CRM813$151.8K0.0%−$63.6KCut−$91.4K
Caterpillar IncCAT212$150.2K0.0%$28.7KHeld
Trane Technologies PlcTT350$145.9K0.0%$9.64KHeld
Vanguard Admiral Fds Inc1.16K$144.8K0.0%$5.59KCut−$25.3K
Advanced Micro Devices IncAMD700$142.4K0.0%−$7.51KHeld
Synopsys IncSNPS355$140.8K0.0%−$26KHeld
Check Point Software Tech Lt950$135.7K0.0%−$40.6KHeld
Rithm Capital Corp14.3K$135.1K0.0%−$20.2KCut−$38.3K
Linde PlcLIN263$130.4K0.0%$18.2KHeld
Vanguard Specialized Funds598$128.6K0.0%−$2.82KHeld
Netflix IncNFLX1.32K$127.1K0.0%$3.16KHeld
J P Morgan Exchange Traded F2.07K$126.7K0.0%−$3.84KCut−$3.34M
Vanguard Index Fds397$118.6K0.0%−$6.33KHeld
General Dynamics CorpGD345$118.4K0.0%$2.13KAdded$9.33K
First Tr Exchng Traded Fd Vi2.9K$111.9K0.0%−$1.11KAdded$29.4K
S&P Global Inc.SPGI262$111.4K0.0%−$25.5KHeld
Paychex IncPAYX1.21K$111.1K0.0%−$24.2KCut−$39.3K
Coca Cola CoKO1.41K$106.9K0.0%$8.37KAdded$11.6K
Ishares Silver Tr1.56K$106.3K0.0%$5.61KAdded$9.22K
Spdr Series Trust685$100K0.0%$4.64KHeld
Edwards Lifesciences CorpEW1.25K$99.7K0.0%−$6.44KHeld
HCA Healthcare, Inc.HCA202$95.6K0.0%$1.29KHeld
Ishares Tr652$95K0.0%$3.06KCut$2.21K
Eversource EnergyES1.35K$93.3K0.0%$2.63KHeld
Brookfield Asset Managmt Ltd1.99K$88.5K0.0%−$15.8KCut−$25.8K
Ishares Tr699$86.9K0.0%$2.89KHeld
Ares Dynamic Cr Allocation F7K$85.1K0.0%−$7.98KHeld
Intuitive Surgical IncISRG183$84.4K0.0%−$19.3KHeld
International Business Machs343$83.1K0.0%−$18.5KHeld
First Tr Exchange Traded Fd880$82.4K0.0%−$1.6KAdded$33.6K
Barrick Mng Corp2K$81.6K0.0%−$5.52KHeld
Seagate Technology Hldngs Pl200$78.4K0.0%$23.3KHeld
Marathon Pete Corp305$74.5K0.0%$24.9KHeld
Disney Walt Co771$74.3K0.0%−$13.4KCut−$451.6K
Packaging Corp Amer350$74.3K0.0%$2.1KHeld
Select Sector Spdr Tr668$72.8K0.0%−$6.96KCut−$46.4K
Bhp Group Ltd1K$72.7K0.0%$12.4KHeld
First Tr Exchng Traded Fd Vi2.15K$72.5K0.0%−$817Added$15.4K
Ark Etf Tr1.07K$72.4K0.0%−$9.2KAdded−$3.45K
Parker-Hannifin CorpPH79$70.7K0.0%$1.22KAdded$4.8K
L3harris Technologies Inc203$70.1K0.0%$10.5KHeld
Morgan Stanley425$69.9K0.0%−$4.92KAdded$2.48K
Delta Air Lines Inc DelDAL1.04K$69.3K0.0%−$3.04KHeld
Cincinnati Finl Corp410$64.5K0.0%−$2.45KHeld
Sherwin Williams CoSHW200$64.1K0.0%−$696Cut−$41.5K
Capricor Therapeutics, Inc.CAPR2.1K$63.8K0.0%$3.16KAdded$4.68K
United Airls Hldgs Inc692$63.7K0.0%−$13.7KHeld
Spotify Technology S.A.SPOT127$61.6K0.0%−$11.1KAdded−$5.78K
Brookfield Infrast Partners1.7K$61.3K0.0%$2.34KHeld
Ishares Tr430$61.2K0.0%−$2.69KHeld
Us Bancorp Del1.16K$60.2K0.0%−$1.56KHeld
Wabtec235$58.7K0.0%$8.57KHeld
Flowserve CorpFLS785$57.7K0.0%$3.24KCut−$42.2K
American Centy Etf Tr708$57.1K0.0%$1.81KAdded$28.7K
Pfizer IncPFE2.03K$56.9K0.0%$6.45KCut−$399
Lowes Cos Inc241$56.9K0.0%−$1.18KHeld
Amphenol Corp New450$56.9K0.0%−$3.95KHeld
Jazz Pharmaceuticals PlcJAZZ300$56.7K0.0%$5.72KHeld
Shopify Inc.SHOP478$56.7K0.0%−$16.8KAdded−$7.21K
Vanguard Scottsdale Fds197$56.7K0.0%−$2.51KCut−$15.4K
Unitedhealth Group IncUNH205$55.5K0.0%−$12.2KCut−$58.7K
Firstenergy CorpFE1.09K$55.3K0.0%$6.43KHeld
Wisdomtree Tr2.24K$53.6K0.0%$6.24KHeld
Deere & CoDE94$53K0.0%$9.19KHeld
Gilead Sciences, Inc.GILD377$52.5K0.0%$6.27KHeld
Occidental Pete Corp798$51.9K0.0%$19.1KHeld
Invesco Exchange Traded Fd T411$51.8K0.0%−$477Cut−$23.1K
Vertex Pharmaceuticals Inc110$49.1K0.0%−$682Added$3.78K
Ishares Tr270$49K0.0%−$4.93KHeld
Truist Finl Corp1.06K$48.9K0.0%−$3.44KHeld
Crowdstrike Hldgs Inc125$48.8K0.0%−$9.79KHeld
SFL Corp Ltd.SFL4.5K$48.6K0.0%$13.4KHeld
Halliburton CoHAL1.24K$48.3K0.0%$13.3KHeld
Brookfield Renewable CorpBEPC1.2K$47.8K0.0%$1.79KHeld
Kinder Morgan Inc Del1.41K$47.1K0.0%$8.49KHeld
Canadian Nat Res Ltd954$46.5K0.0%$14.2KHeld
Northrop Grumman Corp68$46.4K0.0%$7.28KAdded$9.33K
Booking Holdings Inc.BKNG11$46.3K0.0%−$12.6KHeld
American Express CoAXP153$46.3K0.0%−$10.3KHeld
Boeing Co232$46.2K0.0%−$4.2KCut−$25.3K
Nushares Etf Tr1.5K$46K0.0%$1.4KCut−$10.6K
First Tr Exchange-Traded Fd194$45.4K0.0%−$6.82KHeld
NXP Semiconductors N.V.NXPI225$44.3K0.0%−$4.54KCut−$31.7K
Accenture Plc Ireland223$44.2K0.0%−$15.6KCut−$25K
Automatic Data Processing In217$44.1K0.0%−$11.7KCut−$27.2K
Ishares Bitcoin Trust EtfIBIT1.15K$44K0.0%−$12.9KHeld
Chubb Limited129$42K0.0%$1.78KHeld
Vicor CorpVICR260$41.9K0.0%$13.4KCut−$15.1K
J P Morgan Exchange Traded F544$41.2K0.0%$454Added$1.67K
First Tr Exch Traded Fd Iii807$40.9K0.0%New
Citizens Finl Group Inc680$40.8K0.0%$1.06KHeld
Wells Fargo Co New508$40.4K0.0%−$6.9KHeld
BlackRock, Inc.BLK41$39.4K0.0%−$4.45KCut−$17.3K
Adobe Inc.ADBE162$39.4K0.0%−$17.3KHeld
Entergy Corp New350$39.3K0.0%$6.98KHeld
Profesionally Managed Portfo743$39.3K0.0%New
American Elec Pwr Co Inc298$39.1K0.0%$4.7KCut$2.97K
Invesco Exch Traded Fd Tr Ii332$38.1K0.0%$91Added$12.6K
Ford Mtr Co3.24K$37.4K0.0%−$5.12KHeld
First Tr Exchange-Traded Fd2.21K$37.1K0.0%−$150Added$26.4K
Coterra Energy Inc1.05K$36.9K0.0%$9.26KHeld
Phillips 66PSX200$36.4K0.0%$10.6KHeld
Biogen Inc.BIIB198$36.3K0.0%$1.45KHeld
Invesco Exch Traded Fd Tr Ii1.22K$35.9K0.0%New
Global X Fds394$35.5K0.0%$2.59KCut−$1.34K
Microchip Technology Inc.548$35.4K0.0%$487Held
American Wtr Wks Co Inc New260$35.4K0.0%$1.45KHeld
Prologis Inc.263$34.8K0.0%$1.19KHeld
Aflac IncAFL312$34.2K0.0%−$174Held
Wec Energy Group, Inc.WEC294$34K0.0%$3.03KHeld
Arista Networks, Inc.ANET277$34K0.0%−$2.29KHeld
Consolidated Water Co. Ltd.CWCO1K$33.1K0.0%−$2.17KHeld
Ishares Tr292$33K0.0%−$2.96KHeld
Vaneck Etf Trust358$32.9K0.0%$2.15KCut−$2.31K
Citigroup Inc288$32.7K0.0%−$945Cut−$13.2K
Motorola Solutions, Inc.MSI75$32.5K0.0%$3.8KHeld
Carvana Co.CVNA100$31.4K0.0%−$10.8KHeld
J P Morgan Exchange Traded F595$31.1K0.0%−$82Added$231
American Tower Corp New180$31.1K0.0%−$539Held
Qualcomm Inc240$30.9K0.0%−$10.1KHeld
Constellation Brands, Inc.STZ205$30.8K0.0%$2.47KHeld
Comfort Sys Usa Inc22$30.3K0.0%New
ServiceNow, Inc.NOW290$30.3K0.0%−$14.1KCut−$33.3K
Keycorp1.48K$29.6K0.0%−$871Held
Snap-on IncSNA81$29.4K0.0%$1.51KHeld
Alliancebernstein Hldg L P783$29.3K0.0%−$814Held
Mid-Amer Apt Cmntys Inc240$29.3K0.0%−$4.03KCut−$24.9K
Cvs Health CorpCVS408$29.3K0.0%−$3.08KHeld
Centene Corp Del891$29.2K0.0%−$7.49KHeld
Newmont Corp263$28.5K0.0%$2.07KAdded$3.91K
Intel CorpINTC638$28.2K0.0%$4.61KHeld
Idex Corp148$28.1K0.0%$1.72KHeld
Ball CorpBALL469$27.7K0.0%$2.88KHeld
Mdu Res Group Inc1.32K$27.4K0.0%$1.59KHeld
Capital One Finl Corp150$27.4K0.0%−$8.99KHeld
Slb Limited/NvSLB532$27.3K0.0%$6.92KHeld
Ventas, Inc.VTR332$27.2K0.0%$1.46KHeld
Taiwan Semiconductor Mfg Ltd80$27K0.0%$920Added$18.8K
NOV Inc.NOV1.43K$26.9K0.0%$4.55KHeld
Duke Energy Corp New205$26.8K0.0%$2.81KCut−$55.8K
First Tr Exchange-Traded Fd524$26.6K0.0%New
Nisource Inc.NI570$26.6K0.0%$2.79KHeld
Cullen Frost Bankers Inc194$26.6K0.0%$2.03KHeld
Schwab Charles Corp280$26.3K0.0%−$1.66KHeld
Equity Lifestyle Pptys IncELS416$26K0.0%$753Held
Rbb Fd Inc520$25.9K0.0%−$11Cut−$117.2K
Mosaic Co NewMOS1.01K$25.9K0.0%$1.43KHeld
Royalty Pharma PLCRPRX534$25.6K0.0%$4.98KHeld
Invesco Exchange Traded Fd T176$25.5K0.0%$1.16KHeld
Fifth Third Bancorp545$25.3K0.0%−$190Held
Stanley Black & Decker, Inc.SWK354$25.2K0.0%−$1.14KHeld
Marvell Technology, Inc.MRVL250$24.8K0.0%$3.52KHeld
Regeneron Pharmaceuticals, Inc.REGN32$24.7K0.0%$21Added$3.88K
Agnc Invt Corp2.45K$24.6K0.0%−$1.69KHeld
Sap Se143$24.5K0.0%−$10.3KHeld
Watsco Inc67$24.4K0.0%$1.8KHeld
Fortive CorpFTV417$23.1K0.0%$29Held
Vaneck Etf Trust60$23K0.0%New
Molson Coors Beverage Co534$23K0.0%−$1.93KHeld
International Flavors&Fragra310$22.5K0.0%$1.6KHeld
Western Un Co2.57K$22.4K0.0%−$1.49KHeld
Ishares Gold Tr250$22K0.0%$1.75KHeld
Old Dominion Freight Line In110$21.5K0.0%$4.25KHeld
Sempra220$21.4K0.0%$1.95KHeld
Zoetis Inc.ZTS180$21.3K0.0%−$1.37KCut−$39.1K
Uranium Energy CorpUEC1.57K$21.2K0.0%New
First Tr Exchange Traded Fd189$20.9K0.0%$2.35KCut−$154.3K
Danaher Corporation110$20.9K0.0%−$4.32KHeld
Clorox Co Del200$20.7K0.0%$560Held
Snowflake Inc.SNOW135$20.4K0.0%−$9.25KHeld
lululemon athletica inc.LULU132$20.2K0.0%−$7.22KHeld
Corning Inc147$20K0.0%$4.84KAdded$11.2K
Centrus Energy CorpLEU115$20K0.0%−$7.95KHeld
Vulcan Matls Co73$19.9K0.0%−$943Held
Vertiv Holdings CoVRT79$19.8K0.0%New
Huntington Bancshares Inc1.26K$19.8K0.0%−$2.15KHeld
Albemarle Corp110$19.7K0.0%$4.19KHeld
EXPAND ENERGY CorpEXE177$19.4K0.0%−$103Held
Consolidated Edison IncED170$19.2K0.0%$2.36KHeld
Select Sector Spdr Tr306$18.7K0.0%$5.07KHeld
Public Svc Enterprise Grp In230$18.6K0.0%$150Held
Liberty Energy Inc.LBRT620$17.9K0.0%$6.41KHeld
Vanguard Index Fds91$17.9K0.0%$271Added$7.92K
Brighthouse Finl Inc297$17.8K0.0%−$1.46KHeld
Bloom Energy CorpBE130$17.6K0.0%$5.83KAdded$7.19K
Capital Group Global Equity569$17.4K0.0%New
Markel Group Inc.MKL9$17.2K0.0%−$2.12KCut−$25.8K
Howmet Aerospace Inc.HWM73$16.8K0.0%New
American Centy Etf Tr148$16.5K0.0%New
Ishares Inc262$16.4K0.0%New
Starbucks CorpSBUX180$16.1K0.0%$968Held
Metlife Inc215$15.2K0.0%−$1.77KHeld
Wp Carey Inc222$15.1K0.0%$799Held
Tidal Trust I355$15K0.0%−$1.22KHeld
Trade Desk, Inc.TTD642$14.6K0.0%−$9.8KHeld
Ishares Tr92$14.3K0.0%−$1.18KCut−$6.39K
Republic Svcs Inc65$14.2K0.0%$461Held
Regions Financial Corp New530$13.8K0.0%−$519Held
First Tr Exchange-Traded Fd348$13.7K0.0%New
Oklo Inc.OKLO274$13.6K0.0%−$6.07KHeld
Ross Stores, Inc.ROST61$13.2K0.0%New
Nvr IncNVR2$13.2K0.0%−$1.41KCut−$8.7K
Conagra Brands Inc.CAG827$13K0.0%−$1.32KHeld
Vanguard Intl Equity Index F166$12.5K0.0%$255Held
Dbx Etf Tr205$12.3K0.0%New
Ishares Tr351$12.2K0.0%New
Woodside Energy Group Ltd505$12.1K0.0%$4.19KHeld
Shell Plc129$12K0.0%$2.52KHeld
Adaptive Biotechnologies Cor830$11.5K0.0%−$1.96KHeld
Hartford Insurance Group Inc85$11.5K0.0%−$218Held
Equinix IncEQIX11$10.8K0.0%$2.36KHeld
Vistra Corp.VST71$10.7K0.0%−$297Added$6.32K
Enterprise Prods Partners L273$10.3K0.0%$1.58KHeld
Tcw Etf Trust135$10.3K0.0%−$529Held
Unum Group140$10.2K0.0%−$626Held
Dimensional Etf Trust270$9.66K0.0%$486Added$1.63K
Columbia Seligm Prem Tech Gr243$9.22K0.0%$277Held
Alps Etf Tr230$8.79K0.0%$1.55KHeld
Expeditors Intl Wash Inc60$8.59K0.0%New
Sphere Entertainment Co.SPHR67$7.87K0.0%New
Onemain Hldgs Inc140$7.49K0.0%−$1.97KCut−$14.5K
Modine Mfg Co33$7.15K0.0%New
Dbx Etf Tr142$7.01K0.0%New
GE Vernova Inc.GEV8$6.98K0.0%New
Teradyne, IncTER23$6.82K0.0%$2.37KCut−$3.44K
Cornerstone Strategic Invest928$6.76K0.0%−$1KHeld
Ftai Aviation Ltd27$6.62K0.0%New
Cornerstone Total Return Fd940$6.53K0.0%−$996Held
Blackrock Science & Technolo260$5.76K0.0%−$120Held
Tempus AI, Inc.TEM127$5.74K0.0%−$1.76KHeld
Nuveen Nasdaq 100 Dynamic Ov213$5.68K0.0%−$394Held
Spdr Series Trust31$5.64K0.0%New
Dell Technologies Inc.DELL34$5.58K0.0%New
Nuscale Pwr Corp503$5.45K0.0%−$1.68KHeld
SoFi Technologies, Inc.SOFI340$5.4K0.0%−$3.5KHeld
Imperial Oil LtdIMO40$5.23K0.0%New
Viking Therapeutics, Inc.VKTX150$4.88K0.0%−$396Held
Nuveen S&P 500 Dynamic Overw301$4.84K0.0%New
Credo Technology Group Holdi49$4.6K0.0%New
Eaton Vance Risk-Managed Div560$4.58K0.0%−$364Held
Monster Beverage Corp New63$4.57K0.0%New
Intuit Inc.INTU10$4.32K0.0%−$2.3KHeld
Virtus Artificial Intelligen201$4.3K0.0%−$69Held
Nutrien Ltd.NTR56$4.23K0.0%New
Ishares Tr25$4.22K0.0%$2Held
Primoris Svcs Corp29$4.15K0.0%New
Eaton Vance Tax-Advantaged G154$4.1K0.0%−$570Held
Ishares Inc33$4.06K0.0%New
Take-Two Interactive Softwar20$3.95K0.0%−$1.17KHeld
Vanguard Index Fds44$3.9K0.0%$9Held
Ase Technology Hldg Co Ltd177$3.84K0.0%New
ImmunityBio, Inc.IBRX500$3.83K0.0%New
Hershey CoHSY18$3.74K0.0%$467Cut−$2.44K
Select Water Solutions, Inc.WTTR231$3.53K0.0%New
Exp World Hldgs IncAGNT580$3.47K0.0%−$1.78KHeld
Vaneck Etf Trust26$3.46K0.0%New
Honeywell Intl Inc15$3.39K0.0%$464Cut−$20.4K
Select Sector Spdr Tr24$3.19K0.0%New
Invesco Quality Mun Income T313$3.01K0.0%−$106Held
Medtronic PlcMDT34$2.95K0.0%−$320Cut−$26.3K
Ttm Technologies IncTTMI30$2.92K0.0%New
Moderna, Inc.MRNA57$2.9K0.0%$1.21KCut−$2.27K
Applied Matls Inc8$2.73K0.0%New
Ea Series Trust23$2.67K0.0%$28Cut−$116K
Norfolk Southn Corp9$2.58K0.0%−$15Cut−$24.3K
Analog Devices IncADI7$2.23K0.0%New
Novartis Ag14$2.14K0.0%New
Novo-Nordisk A S51$1.87K0.0%−$721Held
Fermi Inc.FRMI320$1.87K0.0%−$691Held
Globus Med Inc20$1.72K0.0%−$23Held
Paypal Hldgs Inc36$1.63K0.0%−$474Cut−$13.1K
Teva Pharmaceutical Inds Ltd54$1.63K0.0%−$59Held
Cigna GroupCI6$1.6K0.0%−$50Held
Global X Fds50$1.26K0.0%−$267Held
Unity Software Inc.U50$1.1K0.0%−$1.11KHeld
Veralto CorpVLTO10$8840.0%−$114Held
Ishares Tr13$7380.0%$27Held
Virgin Galactic Holdings, IncSPCE220$5350.0%−$171Held
Vanguard Index Fds2$5240.0%$8Held
Dxc Technology CoDXC36$4530.0%−$74Held
Net Lease Office PropertiesNLOP37$4260.0%−$528Held
Alibaba Group Hldg Ltd3$3760.0%−$64Held
Gyre Therapeutics, Inc.GYRE50$3490.0%New
Uniti Group Llc Com Shs29$2720.0%$69Held
Chunghwa Telecom Co LtdCHT4$1690.0%$2Held
Kyndryl Hldgs Inc9$1180.0%−$121Held
Cingulate Inc3K$910.0%−$73Held
Aurora Cannabis IncACB23$750.0%−$22Held
Magnum Ice Cream Co Nv4$600.0%New

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.