13F

Investor

Integrated Advisors Network LLC

CIK 0001660177 · filed 2026-04-28 · SEC filing

13F book

$1.91B

Positions

687

92 new · 109 sold

Largest name

4.9%

Ishares Tr

Est. mark

−$39.2M

Price effect on 595 names still held. Flow −$314.2M.
NameTickerSharesValueWeightEst. markChange
Ishares Tr141.7K$92.5M4.9%−$4.5MCut−$27.3M
Spdr S&P 500 Etf Tr89.2K$58M3.0%−$2.82MCut−$22.3M
Spdr Series Trust569.2K$52.2M2.7%$77.9KAdded$24.8M
Apple Inc.AAPL198.3K$50.3M2.6%−$3.58MCut−$13.3M
Nvidia CorpNVDA212.4K$37M1.9%−$2.57MCut−$14.5M
Ishares Tr456K$31.2M1.6%$510.5KAdded$5.65M
Caterpillar IncCAT42.7K$30.2M1.6%$5.79MCut$4.07M
Invesco Qqq Tr47.9K$27.7M1.5%−$1.78MCut−$7.26M
Vanguard Index Fds44.2K$26.4M1.4%−$1.31MCut−$5.96M
Microsoft CorpMSFT68.9K$25.5M1.3%−$7.82MCut−$14.6M
Alphabet Inc86.5K$24.9M1.3%−$2.2MCut−$12.7M
Amazon Com IncAMZN111.4K$23.2M1.2%−$2.51MCut−$10.2M
Blackstone Inc.BX193.7K$22.3M1.2%−$7.58MCut−$11.6M
Schwab Strategic Tr644.3K$19.8M1.0%$2.09MCut−$2.22M
Ishares Tr200.5K$18.1M1.0%$214.5KCut−$3.65M
Broadcom Inc.AVGO54.4K$16.8M0.9%−$1.99MCut−$6.05M
Ishares Tr67K$16.6M0.9%$82.7KAdded$5.55M
Jpmorgan Chase & Co.51.4K$15.1M0.8%−$1.44MCut−$2.89M
Dimensional Etf Trust371.7K$14.4M0.8%−$267.6KAdded−$64.9K
Palo Alto Networks IncPANW87.7K$14.1M0.7%−$2.09MCut−$2.32M
Vanguard Specialized Funds62.8K$13.5M0.7%−$296.6KCut−$9.16M
Ishares Tr183.3K$12.4M0.7%$280.5KCut−$1.22M
Vanguard Whitehall Fds82.7K$12.3M0.6%$378.9KCut−$2.8M
Select Sector Spdr Tr91.1K$12.1M0.6%−$1.01MCut−$13M
Crowdstrike Hldgs Inc30.6K$11.9M0.6%−$2.4MCut−$2.88M
Ishares Tr112.3K$11.9M0.6%−$107.8KCut−$6.57M
United Rentals, Inc.URI16.2K$11.8M0.6%−$1.28MAdded−$1.09M
Vanguard Index Fds36.6K$11.7M0.6%−$528.8KCut−$6.17M
Costco Whsl Corp New11.6K$11.6M0.6%$1.56MCut−$2.27M
Tesla, Inc.TSLA30.6K$11.4M0.6%−$2.39MCut−$5.98M
Spdr Gold Tr26.4K$11.4M0.6%$897.8KCut−$6.06M
Proshares Tr150.1K$11.3M0.6%$71.9KAdded$10.6M
Mission Produce, Inc.AVO813K$11.2M0.6%$1.76MCut$1.72M
Vanguard Tax-Managed Fds172.7K$11.1M0.6%$264.2KAdded$814.4K
Chevron Corp NewCVX51.6K$10.7M0.6%$2.26MAdded$4.35M
Putnam Etf Trust226.2K$10.5M0.6%$187.7KCut−$45.2K
Vanguard Index Fds34.6K$10.3M0.5%−$550.1KAdded−$513K
AbbVie Inc.ABBV47.5K$10.3M0.5%−$401KAdded$2M
Eli Lilly & CoLLY10.9K$10M0.5%−$1.69MCut−$4.64M
Ishares Tr99.3K$9.86M0.5%−$60.6KCut−$372.3K
Berkshire Hathaway Inc Del19.4K$9.27M0.5%−$453.5KCut−$2.66M
Vanguard Intl Equity Index F167.2K$9.03M0.5%$48.5KCut−$782.2K
Proshares Tr84.8K$8.99M0.5%$114.1KAdded$2.87M
First Tr Exchange-Traded Fd149.5K$8.94M0.5%−$19.1KAdded$1.3M
Invesco Exchange Traded Fd T46.4K$8.9M0.5%$16.6KCut−$7.48M
Vanguard Scottsdale Fds148.5K$8.69M0.5%−$27.4KAdded$236.5K
Ishares Tr40.9K$8.63M0.5%−$23KAdded$3.33M
Ishares Tr75.7K$8.56M0.4%−$699.3KAdded$72.8K
Vanguard Scottsdale Fds102.8K$8.5M0.4%−$102.7KCut−$248.7K
World Gold Tr90.1K$8.35M0.4%$542.9KAdded$2.02M
Schwab Strategic Tr272.1K$8.3M0.4%$242.1KCut−$2.45M
Peabody Energy CorpBTU250.8K$8.26M0.4%$765.5KAdded$1.27M
Fortinet, Inc.FTNT100.4K$8.21M0.4%$226.6KAdded$417.8K
Schwab Strategic Tr265.3K$7.73M0.4%−$925.8KCut−$4.23M
Alphabet Inc26.6K$7.63M0.4%−$716.3KCut−$1.34M
Vanguard Scottsdale Fds96.1K$7.62M0.4%−$44.2KCut−$2.65M
Select Sector Spdr Tr51.6K$7.56M0.4%−$422.6KCut−$6.47M
Johnson & JohnsonJNJ30.8K$7.52M0.4%$1.15MAdded$1.2M
Procter And Gamble CoPG51.8K$7.49M0.4%$47.8KAdded$1.42M
Meta Platforms, Inc.META13K$7.46M0.4%−$1.15MCut−$6.28M
Exxon Mobil Corp43.6K$7.4M0.4%$2.15MCut$2.07M
Ishares 0-3 Month71.3K$7.17M0.4%$15.9KAdded$1.47M
Dimensional Etf Trust209.7K$7.12M0.4%$256.2KAdded$361.5K
Vanguard Mun Bd Fds141.5K$7.06M0.4%−$56.6KCut−$937K
Merck & Co., Inc.MRK58.4K$7.03M0.4%$878.4KCut$739.2K
Spdr Series Trust271.4K$6.95M0.4%−$35.3KCut−$85.7K
Vanguard Scottsdale Fds115.1K$6.86M0.4%−$42.3KAdded$188.2K
Cisco Sys Inc87K$6.75M0.4%$48.8KCut−$483K
Amgen IncAMGN18.9K$6.66M0.4%$309KAdded$2.55M
Visa Inc.V21.9K$6.63M0.3%−$1.06MCut−$2.38M
Ishares Tr179.8K$6.63M0.3%−$80.4KAdded$1.21M
Vanguard Intl Equity Index F86.9K$6.52M0.3%$131.1KAdded$263.2K
Walmart Inc.WMT52.1K$6.48M0.3%$670.6KCut−$431.4K
Elanco Animal Health IncELAN264.1K$6.32M0.3%New
Taiwan Semiconductor Mfg Ltd18.5K$6.25M0.3%$629.9KCut−$709K
Ishares Tr63.5K$6.17M0.3%$61KCut−$152.9K
Grayscale Ethereum Trust Etf358.2K$6.12M0.3%−$1.08MAdded$2.52M
Mastercard IncMA11.8K$5.88M0.3%−$838KCut−$1.62M
Blackrock Etf Trust181.3K$5.83M0.3%New
Vanguard Index Fds20.1K$5.78M0.3%−$61.3KCut−$1.23M
Goldman Sachs Group Inc6.79K$5.75M0.3%−$189.5KAdded$718.2K
Blackrock Etf Trust98.4K$5.73M0.3%−$203KAdded$1.03M
Vanguard Index Fds21.9K$5.72M0.3%$84KAdded$269.7K
Netflix IncNFLX59K$5.67M0.3%$136.3KAdded$324.4K
Insulet CorpPODD26.7K$5.61M0.3%−$1.99MCut−$7.46M
Coca Cola CoKO73.2K$5.57M0.3%$449.6KCut$112K
Ishares Tr52.3K$5.57M0.3%−$10.4KCut−$3.82M
Idexx Labs Inc9.79K$5.5M0.3%−$38.7KAdded$5.27M
Nextera Energy Inc58.7K$5.45M0.3%$428.1KAdded$2.72M
Pepsico IncPEP34.8K$5.41M0.3%$386.5KAdded$689K
Ishares Inc76.3K$5.32M0.3%$193KCut−$2.5K
Cambria Etf Tr69.9K$5.27M0.3%$229.6KAdded$2.56M
Advanced Micro Devices IncAMD25.4K$5.16M0.3%−$272.1KCut−$477.3K
Home Depot, Inc.HD15.7K$5.15M0.3%−$238.4KCut−$577.3K
Ishares Tr42.5K$5.04M0.3%New
Ishares Tr50K$5.03M0.3%New
Simon Ppty Group Inc New26.7K$4.97M0.3%$27.2KAdded$1.41M
Honeywell Intl Inc21.8K$4.92M0.3%$662KAdded$749.7K
Ishares Tr61.3K$4.87M0.3%−$65.5KCut−$1.75M
Select Sector Spdr Tr98.7K$4.87M0.3%−$533.1KCut−$1.79M
Vanguard Bd Index Fds62K$4.86M0.3%−$24.8KCut−$210.9K
Morgan Stanley29.1K$4.78M0.3%−$376.7KCut−$3.37M
First Tr Exchng Traded Fd Vi141.2K$4.77M0.3%−$69.2KCut−$1.81M
TransMedics Group, Inc.TMDX47.6K$4.73M0.2%New
Fidelity Covington Trust22.5K$4.67M0.2%−$271.2KAdded$1M
Vanguard Bd Index Fds60.5K$4.67M0.2%−$41.2KAdded$91.8K
Eaton Corp PlcETN12.9K$4.6M0.2%$360.7KAdded$1.67M
Ishares Tr48.2K$4.6M0.2%−$34.7KCut−$381.5K
Palantir Technologies Inc.PLTR31.1K$4.54M0.2%−$977.6KCut−$1.64M
Schwab Strategic Tr154.3K$4.49M0.2%$92.6KCut−$1.86M
Kkr & Co Inc47.1K$4.35M0.2%−$1.01MAdded$661.2K
Dell Technologies Inc.DELL26.3K$4.32M0.2%$1.01MCut$159.2K
Vanguard Calif Tax Free Fds43.3K$4.29M0.2%New
Dominion Energy, IncD69K$4.27M0.2%$223KCut$71.8K
Ishares Silver Tr62.4K$4.25M0.2%$221.1KAdded$419.1K
Analog Devices IncADI13.3K$4.24M0.2%$626KCut−$382.9K
Ishares Tr74.5K$4.23M0.2%New
Ishares Tr51.3K$4.23M0.2%−$12.8KCut−$1.62M
Ishares Tr37.5K$4.09M0.2%−$45KCut−$4.12M
Lowes Cos Inc17.2K$4.07M0.2%−$84.1KCut−$118.6K
NXP Semiconductors N.V.NXPI20.5K$4.03M0.2%−$413.2KCut−$544.3K
Northern Lts Fd Tr Iv114.7K$4.02M0.2%$179.8KAdded$316.1K
Ishares Tr42.5K$3.99M0.2%−$99.9KCut−$5.78M
Lam Research CorpLRCX18.5K$3.96M0.2%$534.8KAdded$1.81M
Ishares Tr163K$3.95M0.2%$1.49KAdded$346.6K
Ishares Tr41.4K$3.93M0.2%−$11.2KCut−$402.6K
Pulte Group Inc33.1K$3.89M0.2%New
Vaneck Etf Trust42.3K$3.88M0.2%$253.5KCut$215.3K
Select Sector Spdr Tr63.2K$3.87M0.2%$1.05MCut−$1.93M
BlackRock, Inc.BLK3.98K$3.83M0.2%−$432.3KCut−$1.24M
Constellation Energy CorpCEG13.7K$3.82M0.2%−$1.01MCut−$1.18M
Ishares Tr10.7K$3.82M0.2%−$180.9KCut−$3.82M
Alps Etf Tr72.5K$3.82M0.2%$407.3KCut$200.2K
Ishares Tr53.8K$3.77M0.2%$40.8KCut−$3.72M
Ishares Tr36.6K$3.74M0.2%−$10.6KCut−$14.6M
Vanguard Index Fds41.4K$3.67M0.2%$7.95KAdded$316.9K
Ishares Tr117.5K$3.56M0.2%−$47.8KAdded$1.25M
Schwab Charles Corp37.5K$3.52M0.2%−$222.1KCut−$3.96M
Ishares Tr28.3K$3.52M0.2%$117KCut−$3.82M
RTX CorpRTX18.1K$3.49M0.2%$172KCut$46.2K
Select Sector Spdr Tr31.9K$3.47M0.2%−$332.4KCut−$2.22M
Bank America Corp70.6K$3.44M0.2%−$441.2KCut−$2.87M
Ishares Tr39.5K$3.42M0.2%$79KCut−$632.7K
Celanese Corp Del50.5K$3.32M0.2%New
Select Sector Spdr Tr29.8K$3.3M0.2%−$193.6KAdded−$22.1K
Schwab Strategic Tr131.3K$3.25M0.2%$93.2KCut−$40.5K
Corning Inc23.6K$3.21M0.2%$1.14MCut$947.6K
Emerson Elec Co24.5K$3.21M0.2%−$41.5KCut−$130.2K
Vaneck Etf Trust31.3K$3.03M0.2%−$214.8KCut−$1.36M
Digital Rlty Tr Inc16.7K$3.01M0.2%$50.6KAdded$2.7M
Boeing Co15K$2.99M0.2%−$272.1KCut−$573.5K
Nucor CorpNUE17.5K$2.96M0.2%$29.5KAdded$2.15M
Ishares Tr121.3K$2.94M0.2%−$4.22KAdded$373.3K
Valero Energy Corp11.9K$2.94M0.2%$1MCut$771.6K
American Centy Etf Tr62K$2.9M0.2%−$17.6KCut−$58.4K
Microchip Technology Inc.44.8K$2.9M0.2%$7.36KAdded$2.37M
D R Horton Inc21K$2.89M0.2%−$29.2KAdded$2.27M
Lockheed Martin CorpLMT4.75K$2.87M0.2%$539.3KAdded$710.4K
Texas Instrs Inc14.7K$2.86M0.1%$108.9KAdded$1.95M
Select Sector Spdr Tr17.6K$2.85M0.1%$116.3KCut−$986.7K
Spdr Dow Jones Indl Average6.05K$2.8M0.1%−$104.8KCut−$121.2K
Schwab Strategic Tr108.7K$2.79M0.1%−$138KCut−$1.87M
Ishares Tr14.5K$2.79M0.1%−$98.2KAdded−$81.3K
Ishares Tr49.7K$2.61M0.1%−$15.9KCut−$312.4K
Blackrock Etf Trust71.3K$2.58M0.1%−$82.9KAdded$1.22M
Ssga Active Etf Tr64.2K$2.58M0.1%−$72.5KCut−$237.9K
Invesco Exch Traded Fd Tr Ii35.2K$2.57M0.1%$60.4KCut−$840.7K
Starbucks CorpSBUX28.7K$2.57M0.1%$154.1KCut$75.7K
Csx CorpCSX62K$2.55M0.1%$52.4KAdded$2.15M
Scorpio Tankers Inc.STNG33.8K$2.53M0.1%New
Colgate Palmolive CoCL29.6K$2.52M0.1%New
Micron Technology IncMU7.29K$2.46M0.1%$382.4KCut$68.8K
Ishares Tr38K$2.44M0.1%−$25.1KCut−$97.1K
Vertiv Holdings CoVRT9.64K$2.42M0.1%$853.8KCut$412.2K
Eastman Chem Co31.6K$2.41M0.1%New
Darden Restaurants IncDRI12.1K$2.38M0.1%$145.9KCut−$143K
Ishares Tr9.85K$2.36M0.1%−$56.9KAdded$983.5K
Energy Transfer L P122.1K$2.36M0.1%$343KCut$82.8K
Vanguard Intl Equity Index F28.2K$2.33M0.1%New
Medtronic PlcMDT26.6K$2.31M0.1%−$250.6KCut−$338.8K
Eog Res Inc15.9K$2.3M0.1%$628.2KCut$355.3K
Oracle Corp15.4K$2.27M0.1%−$738.5KCut−$1.18M
Ishares Tr23K$2.24M0.1%$25.3KCut−$6.95M
Select Sector Spdr Tr44.7K$2.24M0.1%$200KAdded$272.9K
Pnc Finl Svcs Group Inc10.7K$2.23M0.1%−$1.33KAdded$1.8M
Vanguard Growth Etf5.08K$2.22M0.1%−$259.3KCut−$352K
HCA Healthcare, Inc.HCA4.66K$2.21M0.1%$29.8KCut−$74.4K
First Tr Exchng Traded Fd Vi41.6K$2.2M0.1%−$26.9KAdded−$16.5K
International Business Machs9.07K$2.2M0.1%−$488.2KCut−$596.6K
Paccar IncPCAR19K$2.19M0.1%$28.1KAdded$1.68M
Cigna GroupCI8.2K$2.19M0.1%−$69.4KCut−$72.7K
Ishares Tr43K$2.18M0.1%New
T Rowe Price Etf Inc59K$2.1M0.1%−$155.2KCut−$252.6K
Global Pmts Inc31.1K$2.09M0.1%New
Nutrien Ltd.NTR27.7K$2.09M0.1%New
First Tr Exchng Traded Fd Vi39.1K$2.09M0.1%−$56.1KCut−$168.3K
Dimensional Etf Trust29K$2.06M0.1%$42.2KAdded$48K
Ishares U S Etf Tr39.5K$2.01M0.1%−$10.5KCut−$100.5K
Duke Energy Corp New15.2K$1.99M0.1%$202.7KAdded$257.1K
Unitedhealth Group IncUNH7.34K$1.99M0.1%−$436.9KCut−$3.16M
American Centy Etf Tr24.6K$1.98M0.1%$79.2KAdded$269.3K
Annaly Capital Management In93.5K$1.98M0.1%−$113.1KCut−$282.3K
Wells Fargo Co New24.6K$1.96M0.1%−$295.6KAdded−$70.5K
Dimensional Etf Trust27K$1.92M0.1%−$86.4KAdded−$49.2K
Ishares Tr22K$1.91M0.1%−$10.3KCut−$144.3K
Danaher Corporation10K$1.9M0.1%−$393.5KCut−$711.2K
Vanguard Index Fds9.54K$1.87M0.1%$49.7KCut$37.5K
Tyson Foods, Inc.TSN29.2K$1.87M0.1%New
Ishares Tr73.2K$1.85M0.1%−$7.91KAdded$243.2K
First Tr Exchange-Traded Fd41.1K$1.84M0.1%−$44.4KCut−$925K
Ishares Tr39.4K$1.82M0.1%$29.7KAdded$90.5K
Global X Fds25.7K$1.82M0.1%$69.6KAdded$1.08M
Spdr Series Trust12.4K$1.82M0.1%$84.4KCut−$156.5K
ConocophillipsCOP13.7K$1.81M0.1%$527KCut$453.2K
Ea Series Trust89K$1.8M0.1%$247Added$809.9K
Ishares Tr16.3K$1.8M0.1%$7.34KCut−$41K
Qualcomm Inc14K$1.8M0.1%−$590.3KCut−$973.6K
Ishares Tr33.6K$1.79M0.1%−$295.6KCut−$1.41M
Vanguard Intl Equity Index F18.3K$1.78M0.1%New
Select Sector Spdr Tr38.4K$1.76M0.1%$122.9KCut−$604.7K
Kla CorpKLAC1.2K$1.76M0.1%$278.2KAdded$446.1K
Ishares Tr17.5K$1.76M0.1%−$8.69KAdded$835.4K
First Tr Exchng Traded Fd Vi33.8K$1.75M0.1%−$39.4KCut−$202.1K
Spdr S&P Midcap 400 Etf Tr2.84K$1.75M0.1%$38.2KCut−$195.2K
Dimensional Etf Trust43.2K$1.68M0.1%$36.7KCut−$327.5K
Janus Detroit Str Tr33.1K$1.67M0.1%−$6.88KCut−$2.78M
J P Morgan Exchange Traded F27K$1.66M0.1%−$49.1KAdded−$9.82K
Allstate Corp7.95K$1.65M0.1%−$6.02KAdded$111.7K
Phillips Edison & Co Inc44K$1.65M0.1%$81.4KHeld
Oneok Inc /New/OKE18.1K$1.64M0.1%$297.3KAdded$345.9K
Mckesson CorpMCK1.9K$1.64M0.1%$85.4KCut$80.5K
Deere & CoDE2.91K$1.64M0.1%$284.3KCut−$3.46K
Amphenol Corp New12.9K$1.63M0.1%−$113.5KCut−$169.6K
Altria Group, Inc.MO24.7K$1.63M0.1%$205.5KCut−$520.4K
First Tr Exchng Traded Fd Vi32K$1.62M0.1%−$34.1KAdded$296.1K
Disney Walt Co16.7K$1.61M0.1%−$290.3KCut−$393.5K
Wisdomtree Tr31.9K$1.61M0.1%$597Added$143.8K
Wheaton Precious Metals Corp.WPM12.1K$1.59M0.1%New
Trane Technologies PlcTT3.78K$1.58M0.1%$101.7KAdded$138.8K
Ishares Tr10.4K$1.57M0.1%$106.7KCut−$2.97M
American Tower Corp New9.11K$1.57M0.1%−$25.6KAdded$70.4K
Union Pac Corp6.46K$1.57M0.1%$70.3KAdded$128.5K
Enterprise Prods Partners L41.4K$1.57M0.1%$195.1KAdded$483.4K
Blackrock Etf Trust37.9K$1.56M0.1%New
Shell Plc16.5K$1.54M0.1%$199.3KAdded$787.9K
Ishares Tr13.9K$1.53M0.1%$1.05KAdded$1.03M
Quanta Svcs Inc2.77K$1.52M0.1%$304.7KAdded$505.1K
Ishares Gold Tr17.1K$1.51M0.1%$119.9KCut−$2.53M
Cvs Health CorpCVS20.9K$1.5M0.1%−$157.7KCut−$315.8K
Northrop Grumman Corp2.18K$1.49M0.1%$198.4KAdded$476.8K
Spotify Technology S.A.SPOT3.06K$1.49M0.1%−$293.5KCut−$463.7K
Spdr Series Trust26.2K$1.48M0.1%−$5.62KAdded$92.5K
Kinross Gold Corp48.3K$1.48M0.1%$114.1KCut−$147.3K
Vanguard Malvern Fds18.9K$1.47M0.1%New
Blackrock Etf Trust Ii28K$1.45M0.1%−$7.14KAdded$1M
Tractor Supply Co31.8K$1.44M0.1%−$149.8KCut−$190.5K
Mcdonalds CorpMCD4.62K$1.44M0.1%$23.9KCut−$509.7K
Booking Holdings Inc.BKNG341$1.44M0.1%−$390.5KCut−$438.7K
J P Morgan Exchange Traded F28.3K$1.43M0.1%$565Cut−$1.56M
Capital One Finl Corp7.83K$1.43M0.1%−$469.5KCut−$2.49M
Salesforce, Inc.CRM7.64K$1.43M0.1%−$598.2KCut−$1.61M
Verizon Communications IncVZ28K$1.41M0.1%$265.5KCut−$388K
Fidelity Covington Trust25.4K$1.4M0.1%−$36.8KCut−$485K
Ge Aerospace4.88K$1.39M0.1%−$118.5KCut−$247.2K
Transdigm Group IncTDG1.2K$1.38M0.1%−$204.2KCut−$266.7K
Pfizer IncPFE49K$1.38M0.1%$155.8KCut−$886
Ishares Tr3.22K$1.37M0.1%−$151.2KCut−$3.85M
Applied Matls Inc4.01K$1.37M0.1%$339.5KCut−$37K
Equinox Gold Corp.EQX93.1K$1.35M0.1%$38.6KAdded$54.2K
Generac Hldgs Inc6.89K$1.35M0.1%$138.1KAdded$1.03M
At&T Inc46K$1.33M0.1%$191KCut−$677.4K
Sherwin Williams CoSHW4.15K$1.33M0.1%−$14.4KCut−$30K
Ishares Tr4.17K$1.31M0.1%−$38.4KCut−$52.6K
J P Morgan Exchange Traded F23.5K$1.3M0.1%−$61KCut−$500.6K
GE Vernova Inc.GEV1.49K$1.3M0.1%$318.7KAdded$351K
Bristol-Myers Squibb Co21.4K$1.3M0.1%$143.8KCut−$49.9K
Iqvia Hldgs Inc7.61K$1.3M0.1%−$393.5KAdded−$318.3K
Invesco Exch Traded Fd Tr Ii47.8K$1.29M0.1%$52.6KCut−$27.4K
Select Sector Spdr Tr15.6K$1.28M0.1%$67.3KCut−$951K
Invesco Exch Traded Fd Tr Ii17.7K$1.24M0.1%$77.1KCut−$285.9K
Schwab Strategic Tr48.1K$1.21M0.1%−$54.4KCut−$251.4K
Ishares Tr12.9K$1.2M0.1%−$18.4KCut−$306.7K
Bleichroeder Acquisiti Corp118.2K$1.18M0.1%New
Schwab Strategic Tr38K$1.18M0.1%$33.8KCut−$329.1K
3M COMMM7.95K$1.16M0.1%−$118.3KCut−$883.3K
Equitable Hldgs Inc31K$1.15M0.1%−$327.1KCut−$365.8K
Abbott LabsABT11.1K$1.14M0.1%−$252.1KCut−$537.1K
Vanguard World Fd3.65K$1.14M0.1%$50.6KCut−$50.9K
Dimensional Etf Trust23.3K$1.13M0.1%$43.5KCut−$50.8K
Ishares Tr7.25K$1.12M0.1%−$93KCut−$1.32M
J P Morgan Exchange Traded F19.7K$1.12M0.1%−$11.1KCut−$9.56M
Royal Gold IncRGLD4.39K$1.12M0.1%$93.2KAdded$473.2K
Proshares Tr Ii9.34K$1.12M0.1%−$246.4KAdded$42.6K
Ishares Tr8.13K$1.1M0.1%$72.4KAdded$478.4K
Ingersoll Rand Inc.IR13.7K$1.1M0.1%$11.7KAdded$65.9K
Thermo Fisher Scientific Inc.TMO2.22K$1.09M0.1%−$190.8KAdded−$165.3K
Vanguard Charlotte Fds22.6K$1.09M0.1%−$6.1KCut−$3.15M
Spdr Series Trust37.2K$1.09M0.1%−$3.72KHeld
Brinker Intl Inc7.55K$1.08M0.1%−$1.24KAdded$841K
Philip Morris Intl Inc6.52K$1.08M0.1%$32.2KCut−$531.7K
Proshares Tr28.4K$1.08M0.1%$36.7KAdded$380K
Vanguard Malvern Fds21.5K$1.07M0.1%$10.5KCut−$2.1M
Spdr Series Trust47.9K$1.07M0.1%−$487Added$629.2K
Grayscale Bitcoin Trust EtfGBTC20.3K$1.07M0.1%−$317KCut−$432K
Parker-Hannifin CorpPH1.2K$1.07M0.1%$19.5KCut−$100.1K
Elevance Health Inc Formerly3.65K$1.07M0.1%−$210.9KCut−$668K
Vanguard Bd Index Fds14.3K$1.06M0.1%−$6.17KCut−$7.28M
Seagate Technology Hldngs Pl2.7K$1.06M0.1%$313.5KCut−$308.1K
Shopify Inc.SHOP8.83K$1.05M0.1%−$373.8KCut−$1.12M
Stryker CorpSYK3.18K$1.05M0.1%−$72.7KCut−$293.8K
Cummins IncCMI1.94K$1.05M0.1%$54KCut−$147.1K
Schwab Strategic Tr21.3K$1.04M0.1%$76.7KAdded$107.8K
Textron IncTXT11.7K$1.03M0.1%$2.82KAdded$400.9K
First Tr Exchng Traded Fd Vi21.7K$1.03M0.1%−$7.52KAdded$7.64K
Illinois Tool Wks Inc3.95K$1.03M0.1%$54.9KAdded$61.9K
Ishares Tr5.41K$1.03M0.1%$45.4KCut$22.3K
American Intl Group Inc13.4K$1.01M0.1%−$138KCut−$161.3K
Simplify Exchange Traded Fun42.8K$1.01M0.1%−$8.57KCut−$411.6K
Autozone IncAZO298$1.01M0.1%−$3.9KAdded$43.4K
Vanguard Star Fds13K$999.3K0.1%$21.7KCut−$296.2K
Accenture Plc Ireland4.97K$986.4K0.1%−$348.3KCut−$814.9K
Global X Fds21.1K$983.5K0.1%−$76.5KAdded$55K
Phillips 66PSX5.33K$970.7K0.1%$283.2KCut$216.6K
Bitwise Funds Trust51.4K$969.9K0.1%−$55KCut−$105.5K
Infleqtion Inc98.1K$962.4K0.1%New
Capital Group Dividend Value22.3K$949K0.1%−$24.5KCut−$534.3K
Te Connectivity PlcTEL4.49K$937.8K0.0%−$83KCut−$91.4K
Schwab Strategic Tr33.4K$930.5K0.0%$21.4KCut−$107.3K
Rockwell Automation, IncROK2.59K$928.8K0.0%−$78.1KCut−$150.5K
Southern Copper Corp/SCCO5.38K$925.7K0.0%New
Norfolk Southn Corp3.22K$924.2K0.0%−$5.6KCut−$55.8K
NIKE, Inc.NKE17.4K$919.7K0.0%−$189.6KCut−$189.8K
Waste Mgmt Inc Del3.98K$915.2K0.0%$40KCut−$218.8K
ServiceNow, Inc.NOW8.68K$907.3K0.0%−$279KAdded$28.6K
Invesco Exchange Traded Fd T16.4K$895K0.0%−$77.6KCut−$381.3K
Spdr Series Trust13.6K$889K0.0%$4.66KCut−$757.7K
Pgim Etf Tr17.9K$887.8K0.0%−$744Added$481.3K
Ishares Bitcoin Trust EtfIBIT23.1K$886.2K0.0%−$259KCut−$1.15M
Spdr Series Trust8.94K$883K0.0%−$32.8KAdded$86.9K
Ishares Tr17.3K$882.8K0.0%$1.53KCut−$234.6K
Nvr IncNVR133$876.4K0.0%−$93.5KCut−$130K
Ecolab Inc.ECL3.23K$859.4K0.0%$10.7KAdded$51.2K
Etf Ser Solutions7.99K$857.3K0.0%−$18.8KCut−$296.5K
Wec Energy Group, Inc.WEC7.4K$856.7K0.0%$73.9KAdded$101.1K
Topbuild Corp2.44K$856.1K0.0%−$69.8KAdded$413.9K
American Express CoAXP2.82K$853.4K0.0%−$190.2KCut−$3.36M
Travelers Companies, Inc.TRV2.91K$847.6K0.0%$4.74KAdded$9.11K
Southern Co8.77K$846.3K0.0%$81.7KCut−$212.1K
Intuitive Surgical IncISRG1.8K$830.2K0.0%−$189.8KCut−$252.6K
Spdr Series Trust4.88K$828K0.0%$14KCut−$130.7K
Vaneck Etf Trust32.2K$821K0.0%$0Added$330.5K
Ishares Tr35.4K$810.8K0.0%New
Cohen & Steers Infrastructur31.3K$809.6K0.0%$55.4KCut$48.9K
Welltower Inc.WELL4.09K$809.4K0.0%$49.6KCut−$98.4K
General Dynamics CorpGD2.34K$804.2K0.0%$15.5KCut$2.38K
Invesco Exchange Traded Fd T17.5K$803.9K0.0%−$360Cut−$107.6K
Invesco Exch Traded Fd Tr Ii3.36K$797.6K0.0%−$51.2KCut−$1.12M
Linde PlcLIN1.6K$795.7K0.0%$111.3KCut−$121.5K
Adobe Inc.ADBE3.27K$795.1K0.0%−$345.3KAdded−$335.4K
Toll Brothers, Inc.TOL5.81K$793.2K0.0%$7.27KCut−$1.65M
Sprott Fds Tr12.5K$791.6K0.0%New
First Tr Exchng Traded Fd Vi14.2K$791.5K0.0%−$10.9KCut−$142.1K
Vanguard Intl Equity Index F17.4K$775K0.0%−$21.1KAdded$77.9K
Fidelity Covington Trust13.2K$773.3K0.0%−$29.1KHeld
Invesco Exch Traded Fd Tr Ii6.89K$772.9K0.0%−$33.3KAdded$221.5K
Citigroup Inc6.73K$763.3K0.0%−$22KCut−$2.14M
Slb Limited/NvSLB14.8K$762.3K0.0%$119.4KAdded$410K
Tidal Trust Ii12.3K$761.6K0.0%$35.6KCut−$105.4K
T-Mobile Us Inc3.62K$760.1K0.0%$25.3KCut−$10.2K
Fidelity Covington Trust11.7K$758.8K0.0%−$25.4KCut−$91K
Allison Transmission Hldgs I6.47K$757.5K0.0%$50.8KAdded$497.8K
Public Storage Oper Co2.79K$754.7K0.0%$31.1KAdded$44.7K
Marvell Technology, Inc.MRVL7.62K$754.4K0.0%$107.2KCut−$2.69M
Automatic Data Processing In3.71K$753.6K0.0%−$196.1KAdded−$179.9K
Us Bancorp Del14.5K$752.5K0.0%−$19.5KCut−$33.5K
Fidelity Covington Trust10.7K$749.4K0.0%−$41.8KCut−$59.3K
Monolithic Pwr Sys Inc682$745.7K0.0%$127.5KCut−$10.2K
Teradyne, IncTER2.51K$745K0.0%$258.6KCut−$4.07M
Aercap Holdings Nv5.42K$743.9K0.0%−$30KAdded$89.4K
Ishares Tr13K$739.1K0.0%$27.1KCut−$2.73M
Air Prods & Chems Inc2.52K$731.3K0.0%$109.5KCut$88.2K
Dimensional Etf Trust15.2K$728.6K0.0%−$508Added$376.6K
Wisdomtree Tr25.7K$726.5K0.0%−$23.4KCut−$211.9K
Consolidated Edison IncED6.42K$726K0.0%$88.9KCut$58K
Marsh & Mclennan Cos Inc4.18K$724.3K0.0%−$50.4KCut−$85.8K
Hycroft Mining Holding Corp20.5K$722.6K0.0%$115.8KAdded$481.9K
Spdr Series Trust23.4K$720.3K0.0%$565Added$371.4K
Vanguard World Fd1.96K$720K0.0%−$88.7KCut−$846.3K
Ulta Beauty, Inc.ULTA1.38K$719.8K0.0%−$113.3KCut−$132.1K
L3harris Technologies Inc2.08K$719.2K0.0%$107.4KCut−$2.26M
Fidelity Wise Origin Bitcoin12.1K$711.8K0.0%New
Ishares Tr7.5K$709.5K0.0%$4.99KCut−$536.7K
Nutanix, Inc.NTNX18.6K$707.2K0.0%−$85.5KAdded$384.1K
Series Portfolios Tr27.6K$705.3K0.0%$787Added$369.8K
Nushares Etf Tr31.6K$702.4K0.0%−$1.78KAdded$426.2K
First Tr Exchange-Traded Fd27.3K$698.7K0.0%−$18.9KCut−$250.6K
Asml Holding N V523$690.8K0.0%$131.2KCut−$213.3K
Johnson Ctls Intl Plc5.28K$690.8K0.0%$47.9KAdded$179.1K
Simplify Exchange Traded Fun33.8K$687.6K0.0%−$11.8KCut−$418.9K
Prudential Finl Inc7.04K$687.4K0.0%−$107KCut−$217.8K
Alibaba Group Hldg Ltd5.46K$685.4K0.0%−$115.4KCut−$434.5K
Cameco CorpCCJ6.29K$683.6K0.0%New
Spdr Series Trust6.98K$683.5K0.0%−$61.4KCut−$207.2K
Blackrock Muniyield N Y Qual71K$681.7K0.0%New
First Tr Exch Traded Fd Iii35.9K$681.4K0.0%−$14KCut−$489.8K
Uber Technologies, IncUBER9.4K$676.3K0.0%−$92KCut−$552K
Enbridge Inc12.4K$672.6K0.0%$78.4KCut−$1.78M
First Tr Exchange Traded Fd33.6K$668.5K0.0%−$19.6KAdded$214.7K
Vertex Pharmaceuticals Inc1.48K$661.5K0.0%−$10.1KCut−$324.3K
Ishares Tr3.01K$659.3K0.0%$12.3KCut−$6.18K
Xylem Inc.XYL5.46K$652.4K0.0%−$91KCut−$99.2K
Ww Grainger Inc594$648.2K0.0%New
Select Sector Spdr Tr15.8K$646.8K0.0%$7.32KAdded$31.6K
Hilton Worldwide Hldgs Inc2.13K$646.2K0.0%$35.8KCut$28.3K
Regeneron Pharmaceuticals, Inc.REGN828$639.4K0.0%New
United Parcel Service IncUPS6.43K$633K0.0%−$5.18KCut−$816.9K
Exelon CorpEXC12.8K$627.5K0.0%$69.5KCut$18.7K
Advisorshares Tr9.66K$625.9K0.0%−$38.3KCut−$130.8K
Freeport-Mcmoran IncFCX10.6K$623.7K0.0%$84.8KCut$82.9K
Ameriprise Finl Inc1.4K$620.5K0.0%−$64.2KCut−$85.3K
Ishares Tr10K$619K0.0%$22.2KCut$16.1K
Keysight Technologies, Inc.KEYS2.16K$608.8K0.0%$123.4KAdded$292K
Packaging Corp Amer2.87K$608.1K0.0%$16.9KAdded$18.2K
Ishares Tr5.69K$607K0.0%−$3.75KAdded−$2.15K
Comcast Corp New21.1K$605.3K0.0%−$24.9KCut−$108.2K
Marathon Pete Corp2.47K$603.3K0.0%$201.5KCut−$187.4K
American Elec Pwr Co Inc4.59K$602K0.0%$72.4KCut−$2.25M
Blackrock Etf Trust19.4K$596.4K0.0%−$13.7KAdded$96.8K
Oge Energy Corp.OGE12.4K$595.2K0.0%$65.3KCut$56.7K
First Tr Exchange-Traded Fd12.6K$593.5K0.0%$12KCut−$89.6K
Ebay IncEBAY6.41K$583.4K0.0%$21.3KAdded$109.4K
First Tr Exchange Traded Fd8.53K$582.1K0.0%−$8.35KAdded$94.1K
Progressive Corp2.91K$577.6K0.0%−$85.9KCut−$202.9K
Invesco Exch Traded Fd Tr Ii4.97K$570.9K0.0%$1.1KAdded$263.1K
Neos Etf Trust11.5K$569K0.0%−$35.9KAdded−$28K
On Semiconductor CorpON9.17K$567.6K0.0%New
Invesco Exch Traded Fd Tr Ii27.5K$560.6K0.0%−$16.2KCut−$1.46M
Abrdn Silver Etf TrustSIVR7.79K$557.6K0.0%$25.3KAdded$126.6K
Schwab Us Tips Etf20.6K$547.6K0.0%$2.47KCut−$1.43M
Ishares Aaa A Rated Cor11.3K$536.2K0.0%−$5.65KCut−$690.7K
Tidal Trust Iii21.4K$535.4K0.0%−$9.05KAdded$106K
Raymond James Finl Inc3.7K$535.3K0.0%−$58.4KCut−$1.52M
Rbb Fd Inc8.07K$532.6K0.0%−$46.8KCut−$327.2K
Prologis Inc.4.02K$531.1K0.0%$18.2KCut−$60.3K
First Solar, Inc.FSLR2.68K$529.2K0.0%−$171.6KCut−$189.9K
Wisdomtree Tr10.1K$528K0.0%$9.45KHeld
Capital Group Core Equity Et13.7K$527.7K0.0%−$12.6KAdded$247.7K
Newmont Corp4.83K$523.3K0.0%$31.6KAdded$147.3K
Warner Bros. Discovery, Inc.WBD19K$521.8K0.0%−$25.8KCut−$230.9K
First Tr Exchange-Traded Fd10.5K$520.7K0.0%−$1.52KAdded$96.7K
Spdr Series Trust15.5K$520.3K0.0%−$4.19KCut−$33.6K
Manulife Finl Corp15K$517.3K0.0%−$27.6KCut−$2.08M
Verisign Inc2.06K$511.9K0.0%$11KAdded$17.7K
Tjx Cos Inc New3.19K$508.8K0.0%$19.4KCut−$166.5K
Ishares Tr6.33K$506.3K0.0%New
Spdr Series Trust8.5K$506.2K0.0%−$9.69KCut−$10.1K
Intuit Inc.INTU1.17K$506.2K0.0%−$253.2KAdded−$222.5K
Tidal Trust I21.1K$503.2K0.0%−$18.8KCut−$140.4K
Ishares Tr4.84K$500.6K0.0%$5.05KCut−$2.31M
Bloom Energy CorpBE3.69K$500K0.0%$179.3KCut$134.7K
Invesco Exchange Traded Fd T10.4K$493.1K0.0%$5.62KAdded$59K
Kraft Heinz CoKHC21.9K$492.1K0.0%−$27.5KAdded$113.2K
Pimco Etf Tr4.82K$484.9K0.0%$1.13KCut−$11.4K
Wisdomtree Tr13.4K$483.4K0.0%$33.5KHeld
New York Life Investments Et13.3K$482K0.0%$7.36KAdded$11.5K
Ishares Tr2.23K$476.3K0.0%$7.42KCut−$196.2K
Ishares Tr9.51K$474.8K0.0%New
Sony Group Corp22.9K$474.5K0.0%−$105.7KAdded−$77.7K
Gildan Activewear Inc.GIL8.53K$474.4K0.0%−$51.9KAdded−$1.84K
Occidental Pete Corp7.26K$471.8K0.0%$173.3KCut$152.3K
Medpace Hldgs Inc981$471.1K0.0%−$71.4KAdded−$21.5K
Electronic Arts Inc.EA2.31K$470.3K0.0%−$1.06KCut−$29.3K
Ishares Ethereum Tr29.6K$468.2K0.0%−$132.7KAdded$17.3K
Touchstone Etf Trust11.3K$467.5K0.0%New
Kinder Morgan Inc Del13.8K$463.9K0.0%$83.6KCut$49.1K
New York Life Investments Et13.8K$463K0.0%$13.2KAdded$83.3K
Stag Indl IncSTAG12.8K$462.7K0.0%−$8.98KCut−$26K
Astrazeneca Plc OrdAZN2.32K$457.6K0.0%New
Sempra4.65K$452K0.0%$41.3KCut$38.6K
Ishares Tr1.81K$450.6K0.0%−$50.9KHeld
Ishares Tr1.41K$449.1K0.0%−$35.2KCut−$46.8K
Boston Scientific CorpBSX7.12K$446.9K0.0%−$232.2KCut−$271.6K
Mercadolibre IncMELI257$444.9K0.0%−$73.3KCut−$184.2K
Archer-Daniels-Midland CoADM6K$436.4K0.0%New
Ishares Tr18.7K$435.5K0.0%−$2.44KAdded$42.6K
State Str Corp3.44K$435.3K0.0%−$8.39KCut−$2.43M
Novartis Ag2.82K$430.8K0.0%$30.3KAdded$149.8K
Southwest Gas Hldgs Inc4.88K$423.9K0.0%New
Alliancebernstein Hldg L P11.3K$421.5K0.0%−$11.7KAdded−$11.3K
Proshares Tr18.6K$421.2K0.0%New
Ishares Tr5.37K$421.1K0.0%$4.73KCut−$5.89K
Vistra Corp.VST2.8K$420.4K0.0%−$30.7KCut−$159.8K
First Majestic Silver CorpAG19.5K$419.2K0.0%New
Ishares Tr4.57K$417.9K0.0%$22.7KAdded$34.5K
Chubb Limited1.28K$415.9K0.0%$17.6KCut−$34.8K
Vanguard Scottsdale Fds3.73K$409.3K0.0%−$45KCut−$92.8K
Under Armour Inc70.4K$407.4K0.0%$69.7KCut$59.6K
Schwab Strategic Tr16.3K$405.5K0.0%−$2.77KCut−$12.5K
Gsk Plc7.23K$398.9K0.0%$44.5KCut−$19.8K
Cal-Maine Foods IncCALM5.04K$398.7K0.0%New
Huntington Ingalls Inds Inc1.04K$396.5K0.0%$41.5KCut−$2.54M
Chipotle Mexican Grill IncCMG12.4K$395.9K0.0%−$61.7KCut−$115.9K
Diamondback Energy, Inc.FANG1.99K$393.4K0.0%$94.4KCut$87.1K
Proshares Tr25.9K$388.4K0.0%New
Global X Fds8K$387.2K0.0%New
Intel CorpINTC8.72K$385K0.0%$63.1KCut$58.8K
Labcorp Holdings Inc.LH1.44K$383.9K0.0%$22.9KCut−$29.8K
Arista Networks, Inc.ANET3.12K$383.4K0.0%−$25.8KCut−$1.66M
Blackstone Secd Lending Fd16.2K$382.9K0.0%−$42.7KCut−$78.6K
Agilent Technologies, Inc.A3.36K$382.5K0.0%−$74.2KCut−$90.4K
Bank Ozk Little Rock Ark8.29K$380.4K0.0%−$971Added$36.5K
Peakstone Realty Trust18.1K$377.4K0.0%$118.2KHeld
Spdr Series Trust2.19K$376.6K0.0%−$5.58KCut−$51.6K
Hologic Inc4.92K$372.1K0.0%$5.42KCut−$7.1K
Ishares Tr2.19K$370.7K0.0%$228Cut−$95.6K
Pgim Etf Tr7.21K$369K0.0%−$577Cut−$22.9K
Ishares Tr4.14K$368.8K0.0%New
Spdr Series Trust2.88K$368.2K0.0%$16.7KCut−$42.8K
Caseys Gen Stores Inc503$366.1K0.0%New
Rbb Fd Inc7.22K$359.9K0.0%−$107Added$45.7K
Sterling Infrastructure, Inc.STRL881$358.8K0.0%$89KCut−$751.9K
Price T Rowe Group IncTROW3.97K$357.8K0.0%−$48.7KCut−$133.2K
Howmet Aerospace Inc.HWM1.54K$355.3K0.0%$36KAdded$65.5K
Hni CorpHNI10.6K$353.2K0.0%New
Reddit, Inc.RDDT2.62K$352.4K0.0%−$249.2KCut−$326.7K
Target CorpTGT2.9K$352.1K0.0%$68.1KCut$20.3K
Ishares Tr3.52K$351.6K0.0%−$15.3KAdded$33.1K
Pacer Fds Tr6.74K$349K0.0%−$2.82KAdded$6.87K
Agnico Eagle Mines LtdAEM1.71K$347.9K0.0%$57.3KCut−$792.5K
Williams Cos Inc4.76K$346.6K0.0%$60.3KCut−$213.3K
First Tr Exchange-Traded Fd15.9K$343.8K0.0%−$4.15KCut−$64.6K
Aflac IncAFL3.13K$342.9K0.0%−$1.81KCut−$49.2K
CARRIER GLOBAL CorpCARR6K$337.7K0.0%New
First Tr Exchng Traded Fd Vi7.73K$337.1K0.0%−$5.63KCut−$14.9K
Zoetis Inc.ZTS2.85K$337K0.0%−$21.7KCut−$4M
Bank New York Mellon Corp2.83K$335.6K0.0%$7.15KCut−$80.7K
Iron Mtn Inc Del3.23K$329.8K0.0%$61.9KCut−$187.7K
Vaneck Etf Trust13.1K$329.7K0.0%−$6.26KAdded$101.4K
Spdr Series Trust3.4K$329K0.0%$8.22KCut−$57.8K
Ishares Tr3.08K$327.2K0.0%$26.6KCut−$768
Bp Plc6.93K$325.6K0.0%$85KCut−$62.8K
Biogen Inc.BIIB1.77K$323.9K0.0%$13KCut−$46.3K
Fedex CorpFDX904$321.9K0.0%$60.9KCut$10.9K
Litman Gregory Fds Tr10.7K$321.9K0.0%$21.4KAdded$34.3K
Onemain Hldgs Inc6.01K$321.7K0.0%−$84.6KCut−$263.8K
Dimensional Etf Trust5.14K$320.9K0.0%$14.9KCut−$23.3K
Spdr Series Trust4.05K$320.2K0.0%−$13.9KAdded−$12.2K
Paychex IncPAYX3.44K$316.5K0.0%−$68.8KCut−$175.3K
American Wtr Wks Co Inc New2.31K$315.1K0.0%$13KCut−$33.1K
Invesco Exchange Traded Fd T14.7K$314.2K0.0%$15.2KCut−$191.1K
Clorox Co Del3.02K$312.9K0.0%New
Jones Lang Lasalle IncJLL1.03K$312.2K0.0%−$33KCut−$650.7K
Amplify Etf Tr10.4K$310.6K0.0%$21.4KCut−$32.5K
Invesco Exchange Traded Fd T1.87K$309.2K0.0%New
Lincoln Natl Corp Ind8.68K$308K0.0%−$75.8KAdded−$65.9K
Intercontinental Exchange In1.92K$301.7K0.0%−$8.96KCut−$135.1K
Gilead Sciences, Inc.GILD2.16K$301K0.0%$35.9KCut−$659.6K
Dbx Etf Tr6.08K$300.6K0.0%$5.47KAdded$96.5K
Ishares Tr2.12K$300.4K0.0%−$16.1KCut−$3.29M
Blackrock Etf Trust Ii5.95K$299.9K0.0%−$179Held
Schwab Strategic Tr9.09K$299.5K0.0%$1.82KCut−$38.8K
Ishares Inc5.64K$296K0.0%New
Arm Holdings Plc1.95K$295.1K0.0%$81.9KCut$1.87K
Hsbc Hldgs Plc3.57K$294.6K0.0%$13.2KAdded$24.2K
Solstice Advanced Matls Inc3.86K$294.1K0.0%New
Ishares Tr6.9K$293.6K0.0%$21.5KCut−$85.5K
Mondelez Intl Inc5.09K$293.3K0.0%$19.4KCut−$295.5K
Innoviva, Inc.INVA12.5K$291.6K0.0%$41.3KAdded$41.9K
Spdr Index Shs Fds6.37K$291.6K0.0%$4.78KCut−$38.1K
Invesco Db Multi-Sector Comm10.6K$290.1K0.0%New
Invesco Exch Traded Fd Tr Ii2.26K$290K0.0%$4.07KCut−$4.91K
Spdr Series Trust2.99K$287.2K0.0%$10.6KCut−$411K
Simplify Exchange Traded Fun13.4K$286.3K0.0%−$13KCut−$44.7K
Lauder Estee Cos Inc3.98K$285.9K0.0%−$131.2KCut−$184.2K
DuPont de Nemours, Inc.DD6.2K$283.8K0.0%$34.7KCut$4.17K
Bright Horizons Fam Sol In D3.45K$283.6K0.0%−$58.8KAdded−$25.8K
First Tr Exchng Traded Fd Vi6.73K$281.9K0.0%−$3.37KHeld
Motorola Solutions, Inc.MSI645$280.1K0.0%$32.7KCut−$32.5K
Frontline PlcFRO7.98K$278.1K0.0%New
Metlife Inc3.92K$277.6K0.0%−$32.3KCut−$48.8K
Vaneck Etf Trust6.81K$277.2K0.0%New
Vanguard World Fd397$276.9K0.0%−$22.1KCut−$37.9K
Spdr Series Trust2.91K$274.9K0.0%$10.5KCut−$47.9K
Truist Finl Corp5.96K$274K0.0%−$19.3KCut−$393K
Carlyle Group Inc5.62K$271.8K0.0%−$60.2KCut−$2.53M
Umb Finl Corp2.41K$271.6K0.0%−$5.41KCut−$2.62M
Ishares Tr1.54K$271.3K0.0%New
Spdr Series Trust5.95K$271K0.0%$13.5KCut$5.65K
Pacer Fds Tr6.16K$270.1K0.0%$5.92KCut−$32.8K
Fastenal CoFAST5.76K$267.4K0.0%$36.1KCut−$295.6K
Invesco Exch Traded Fd Tr Ii4.88K$267.3K0.0%New
The Campbells Company11.9K$265.6K0.0%−$58.9KAdded−$27.3K
First Finl Bancorp Oh9.52K$265.4K0.0%New
International Flavors&Fragra3.64K$263.8K0.0%$18.7KCut−$18.7K
Ishares Tr1.84K$262.2K0.0%−$11.6KCut−$1.24M
Cincinnati Finl Corp1.66K$261.4K0.0%−$9.59KAdded−$1.1K
Genuine Parts CoGPC2.44K$257.6K0.0%−$40.1KAdded−$28.6K
Regal Rexnord CorpRRX1.37K$257.3K0.0%New
Omega Healthcare Invs Inc5.83K$255.4K0.0%−$3.02KCut−$145.3K
Pacer Fds Tr4.07K$254.7K0.0%$8.36KAdded$44.4K
Quest Diagnostics IncDGX1.28K$250.7K0.0%$28.7KCut−$3.57K
Yum Brands IncYUM1.6K$249.3K0.0%New
Hershey CoHSY1.2K$249.1K0.0%$31.1KCut−$27.5K
Suncor Energy Inc New3.76K$248.3K0.0%New
Costar Group, Inc.CSGP6.14K$247.7K0.0%New
First Tr Exchange-Traded Fd11.4K$247K0.0%$10.6KCut−$270
Devon Energy Corp New4.91K$246.9K0.0%$67.2KCut$42.9K
Ppl Corp6.45K$246.5K0.0%$20.5KCut−$58K
Proshares Tr Ii4K$245.8K0.0%New
Unum Group3.36K$245.6K0.0%New
Wayfair Inc.W3.24K$243.5K0.0%−$81.6KHeld
Spdr Series Trust3.18K$243.2K0.0%−$11.7KCut−$256.7K
Aon plcAON747$241K0.0%−$22.5KCut−$44.4K
Vaneck Etf Trust625$239.6K0.0%$14.5KCut−$1.64M
Cme Group Inc.CME802$236.9K0.0%$17.9KCut−$90.3K
Apollo Global Mgmt Inc2.12K$236.1K0.0%−$70.7KCut−$212.1K
First Tr Exchng Traded Fd Vi7.54K$235.7K0.0%−$4.49KHeld
Shore Bancshares IncSHBI12.6K$234.7K0.0%New
Carmax IncKMX5.63K$234K0.0%New
Republic Svcs Inc1.07K$233.7K0.0%$7.63KCut−$62.7K
Listed Fds Tr8.94K$233K0.0%−$1.49KAdded$14K
Ross Stores, Inc.ROST1.07K$232.9K0.0%$39.3KCut−$17.7K
Ishares Tr1.46K$232.4K0.0%$2.78KCut−$7K
Ishares Tr1.61K$232.4K0.0%New
Ppg Inds Inc2.16K$230.7K0.0%New
Lamar Advertising Co/NewLAMR1.82K$230.1K0.0%$86Cut−$2.38M
Ishares Tr699$229.9K0.0%$19.3KCut−$102.4K
Ea Series Trust4.19K$229K0.0%New
First Tr Exchng Traded Fd Vi8.14K$227.9K0.0%−$1.79KAdded$17.3K
Autonation, Inc.AN1.16K$226.5K0.0%−$12.9KAdded−$9.92K
Fiserv IncFISV4.05K$226.1K0.0%New
Intuitive Machines, Inc.LUNR12.1K$225.3K0.0%New
Enovix CorpENVX43.4K$224.8K0.0%−$54.9KAdded$36.3K
Dollar Gen Corp New1.89K$224.8K0.0%New
Fidelity Merrimack Str Tr5.16K$222.2K0.0%−$1.99KAdded$296
Expedia Group, Inc.EXPE957$221K0.0%−$50.2KCut−$861.6K
Invesco Actvely Mngd Etc Fd12.7K$220.7K0.0%$48.2KAdded$63.9K
Xcel Energy Inc2.75K$218.4K0.0%$15.3KCut−$57.4K
Nexpoint Residential Tr Inc8.71K$217.7K0.0%−$44.4KHeld
Rpm Intl Inc2.19K$217.3K0.0%New
Fidelity Covington Trust2.99K$217K0.0%−$8.94KCut−$12.8K
Brown Forman Corp8.17K$216.1K0.0%$3.1KAdded$4.02K
Carters IncCRI6.04K$216.1K0.0%New
Gold Fields Ltd4.74K$215.1K0.0%New
Waste Connections, Inc.WCN1.32K$214.7K0.0%−$17.2KCut−$69.8K
Cheniere Energy, Inc.LNG755$214.2K0.0%New
Baxter Intl Inc12.7K$214.1K0.0%New
Lpl Finl Hldgs Inc712$214.1K0.0%−$34.6KAdded−$3.92K
First Tr Exchng Traded Fd Vi8.31K$214K0.0%$1.95KHeld
Addus Homecare CorpADUS2.28K$213.4K0.0%New
Leidos Holdings, Inc.LDOS1.37K$213.3K0.0%−$34KCut−$38.5K
Oreilly Automotive Inc2.31K$212.9K0.0%$2.54KCut−$1.83M
Ark Etf Tr3.15K$212.6K0.0%−$29.3KCut−$2.96M
Check Point Software Tech Lt1.48K$210.7K0.0%−$53.6KAdded−$22.2K
Invesco Exch Traded Fd Tr Ii3.77K$209.8K0.0%New
Fidelity Merrimack Str Tr4.57K$208.2K0.0%New
Vanguard Scottsdale Fds2.78K$208K0.0%−$3.02KAdded$4.23K
Wisdomtree Tr2.05K$207.6K0.0%New
First Tr Exchng Traded Fd Vi6.6K$207.6K0.0%−$7.06KHeld
Northern Lts Fd Tr Iv5.6K$206.9K0.0%$6.72KHeld
Schwab Strategic Tr9.59K$206K0.0%$5.75KCut−$40.2K
Aptiv PlcAPTV2.96K$205.8K0.0%New
Listed Fds Tr3.54K$204.9K0.0%−$26.5KAdded−$13.3K
Zimmer Biomet Holdings, Inc.ZBH2.27K$204.9K0.0%New
Genmab A/S7.63K$204.8K0.0%New
Ford Mtr Co17.7K$204.1K0.0%−$27.9KCut−$152.6K
Ventas, Inc.VTR2.49K$203.3K0.0%$10.9KCut−$175.9K
Sprott Asset Management Lp5.71K$202.5K0.0%New
Coinbase Global, Inc.COIN1.16K$202.2K0.0%−$59.7KCut−$1.11M
Marriott Intl Inc New613$200.5K0.0%$10.3KCut−$56.1K
Ishares Invest Grd Sys4.44K$200.2K0.0%New
Dimensnl Ultrashrt Fixed3.94K$200.1K0.0%New
Healthcare Rlty Tr11.7K$198.8K0.0%$461Cut−$29.2K
Credit Suisse High Yield Cre97.4K$185K0.0%−$4.25KAdded$100.1K
Invesco Exchange Traded Fd T12.2K$168.3K0.0%−$4.65KCut−$683.5K
Dynex Cap Inc13K$165.4K0.0%New
Western Asset High Incom Fd40.4K$160.9K0.0%−$7.28KHeld
Fs Kkr Cap Corp14.3K$145.7K0.0%−$66.3KCut−$79.8K
Calamos Lng Shr Eqt Dynamic10.3K$139.9K0.0%−$10.8KCut−$29.1K
Fs Specialty Lending Fd10.3K$129.2K0.0%−$16.8KCut−$52.8K
Standard Lithium Ltd.SLI26K$88.7K0.0%New
Blackrock Enhanced Equity Di10K$86.5K0.0%New
Aurora Innovation Inc20K$82.5K0.0%$2.82KAdded$43.8K
Canaan Inc.CAN179.3K$77.4K0.0%New
Knightscope, Inc.KSCP10.4K$43.2K0.0%New
Ambev Sa10.7K$31.2K0.0%New
XTI Aerospace, Inc.XTIA10K$20.7K0.0%$8.3KHeld

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.