13F

Investor

MBL Wealth, LLC

CIK 0001845785 · filed 2026-04-28 · SEC filing

13F book

$1.32B

Positions

331

58 new · 17 sold

Largest name

10.7%

Spdr S&P 500 Etf Tr

Est. mark

−$13.4M

Price effect on 273 names still held. Flow $87M.
NameTickerSharesValueWeightEst. markChange
Spdr S&P 500 Etf Tr217.8K$141.7M10.7%−$6.75MAdded−$4.05M
Spdr Series Trust1.32M$120.8M9.1%$285.5KAdded$20.5M
Ishares Tr908.8K$61.4M4.6%$1.33MAdded$4.12M
World Gold Tr510.9K$47.4M3.6%$3.74MCut$3.56M
Ishares Inc656.1K$45.8M3.5%$1.62MAdded$2.79M
Amplify Etf Tr981.8K$44M3.3%$329.6KAdded$2.13M
Ishares Tr834.7K$40.5M3.1%−$224.6KAdded$2.7M
Dimensional Etf Trust739.7K$35.5M2.7%−$169.7KAdded$1.39M
Victory Portfolios Ii720.9K$33.9M2.6%−$223.7KAdded$2.52M
Ishares Tr264.7K$32.9M2.5%$1.06MAdded$2.07M
Ishares Tr312.9K$28.3M2.1%$329KAdded$816.5K
Ishares Tr237.5K$28.2M2.1%−$165.7KAdded$1.8M
Ishares Tr301K$25.2M1.9%$310.5KAdded$1.66M
Pimco Etf Tr475.8K$24.8M1.9%−$100.2KAdded$955.6K
Apple Inc.AAPL94.3K$23.9M1.8%−$1.7MCut−$3.96M
Ishares Tr207.1K$17.1M1.3%−$48.5KAdded$1.04M
Nvidia CorpNVDA92.6K$16.1M1.2%−$1.12MAdded−$1.08M
Pacer Fds Tr307.5K$16.1M1.2%−$954.5KAdded−$873K
Ishares Tr176.8K$14.1M1.1%−$4.99KAdded$13.7M
Neos Etf Trust276.4K$13.7M1.0%−$1.05MAdded$184.9K
Goldman Sachs Etf Tr133.7K$13.4M1.0%$26.5KAdded$2.77M
Ishares Tr118.5K$12.6M1.0%−$18.3KAdded$2.84M
Victory Portfolios Ii258K$11.5M0.9%−$664.2KAdded$374.6K
Angel Oak Funds Trust540.6K$11.2M0.9%−$27.4KAdded$399.9K
Rbb Fd Inc224.9K$11.2M0.8%−$3.03KAdded$3.66M
J P Morgan Exchange Traded F229K$10.8M0.8%New
Microsoft CorpMSFT27.5K$10.2M0.8%−$2.96MAdded−$2.43M
Innovator Etfs Trust229.3K$9.88M0.7%−$144.5KAdded$280.4K
Innovator Etfs Trust221.5K$9.24M0.7%$65.1KAdded$315K
Ishares Inc106.2K$8.35M0.6%$609KAdded$951.3K
First Tr Exchng Traded Fd Vi160.5K$8.31M0.6%−$187.3KCut−$296.6K
Pacer Fds Tr224.9K$8.23M0.6%$194.3KAdded$526.8K
Pacer Fds Tr252.6K$8.22M0.6%$264KAdded$454.9K
Global X Fds146.3K$7.88M0.6%$752.5KAdded$1.21M
Schwab Strategic Tr298.8K$7.66M0.6%−$366.9KAdded−$112.2K
Harbor Etf Trust238.3K$7.39M0.6%$1.32MAdded$2.12M
Innovator Etfs Trust168.6K$7.17M0.5%−$114.6KAdded$1.52M
Alphabet Inc24.1K$6.94M0.5%−$613.7KCut−$862.2K
Amazon Com IncAMZN33.2K$6.92M0.5%−$736.7KAdded−$624.4K
Innovator Etfs Trust148.4K$6.82M0.5%−$68.7KCut−$210.7K
Vanguard Index Fds22.6K$6.5M0.5%−$68.3KAdded−$16.3K
Berkshire Hathaway Inc Del13.2K$6.33M0.5%−$310KCut−$458.8K
Strategic Trust196.1K$6.32M0.5%−$221.6KCut−$836.3K
T Rowe Price Etf Inc140.3K$6.26M0.5%−$47.7KCut−$385.2K
Calamos Etf Tr317K$6.26M0.5%−$491.1KAdded$1.43M
Labcorp Holdings Inc.LH23.4K$6.25M0.5%$372.9KCut−$1.12M
J P Morgan Exchange Traded F107.9K$5.99M0.5%−$280.5KCut−$754.3K
Thor Finl Technologies Tr184.9K$5.73M0.4%−$170.7KAdded$1.18M
Broadcom Inc.AVGO17.5K$5.43M0.4%−$622.4KAdded−$458.4K
Meta Platforms, Inc.META9.39K$5.37M0.4%−$825.6KCut−$888.3K
J P Morgan Exchange Traded F74.6K$5.36M0.4%−$214.8KCut−$284.5K
Vanguard Index Fds8.49K$5.07M0.4%−$246.9KAdded−$162.6K
Innovator Etfs Trust127.2K$5M0.4%−$73.2KCut−$157.6K
First Tr Exchng Traded Fd Vi91.4K$5M0.4%−$109.3KCut−$261.5K
Alphabet Inc17K$4.88M0.4%−$455.3KAdded−$420.3K
Townebank Portsmouth Va144.1K$4.85M0.4%New
Pacer Fds Tr65.9K$4.81M0.4%−$370.1KAdded−$307.7K
Innovator Etfs Trust148.7K$4.75M0.4%$42.5KAdded$86.9K
Tesla, Inc.TSLA12.7K$4.72M0.4%−$989.3KCut−$1.09M
Spdr Gold Tr10.3K$4.45M0.3%$351.4KCut$230.5K
Vanguard Index Fds49.6K$4.4M0.3%$9.88KAdded$237.6K
Innovator Etfs Trust129.2K$4.38M0.3%$16.9KAdded$306.1K
First Tr Exchng Traded Fd Vi79.3K$4.23M0.3%−$101.8KAdded$342.3K
Jpmorgan Chase & Co.13.5K$3.97M0.3%−$378.8KCut−$391.3K
Spdr Series Trust39.4K$3.86M0.3%−$346.2KCut−$492K
First Tr Exch Traded Fd Iii78.5K$3.73M0.3%−$29.4KAdded$162.7K
Miami Intl Hldgs Inc87K$3.38M0.3%New
Exxon Mobil Corp17.6K$2.98M0.2%$849.1KAdded$912K
Ishares Tr6.97K$2.97M0.2%−$326.8KCut−$606K
Pimco Etf Tr109.9K$2.88M0.2%−$52.8KCut−$5.18M
Innovator Etfs Trust71.6K$2.78M0.2%−$47.2KAdded$440.5K
Vanguard Intl Equity Index F50.7K$2.74M0.2%$14.1KAdded$119.5K
Johnson & JohnsonJNJ10.7K$2.62M0.2%$402.2KCut$351.7K
Costco Whsl Corp New2.57K$2.56M0.2%$304.4KAdded$602.3K
Walmart Inc.WMT18.9K$2.35M0.2%$243.7KCut$236.8K
Vanguard World Fd3.21K$2.24M0.2%−$180.7KCut−$192.8K
Eli Lilly & CoLLY2.42K$2.23M0.2%−$352.8KAdded−$219.4K
Caterpillar IncCAT3.09K$2.19M0.2%$419.5KCut$333K
RTX CorpRTX11.3K$2.18M0.2%$107.2KCut$51.3K
Visa Inc.V7.18K$2.17M0.2%−$347.9KCut−$384.8K
Goldman Sachs Group Inc2.45K$2.08M0.2%−$80.9KCut−$110K
International Business Machs8.56K$2.08M0.2%−$440.9KAdded−$351.5K
J P Morgan Exchange Traded F26.1K$2.07M0.2%−$274.6KCut−$798.2K
Advanced Micro Devices IncAMD10K$2.04M0.2%−$106.6KAdded−$91.8K
Etf Ser Solutions47.5K$1.99M0.2%−$82.7KCut−$633.7K
AbbVie Inc.ABBV8.85K$1.92M0.1%−$97.3KCut−$103.9K
Vanguard Index Fds5.94K$1.91M0.1%−$85.9KCut−$303.8K
Ishares Tr19.3K$1.88M0.1%$18.6KCut−$36.8K
Home Depot, Inc.HD5.7K$1.87M0.1%−$86.3KAdded−$76.8K
Chevron Corp NewCVX9.03K$1.87M0.1%$475KAdded$539K
Pacer Fds Tr69.2K$1.82M0.1%New
Calamos Etf Tr93.6K$1.76M0.1%−$282KCut−$1.68M
Bank America Corp36K$1.76M0.1%−$216.8KAdded−$150.5K
Ubs Ag London Branch60K$1.74M0.1%$219.4KAdded$254.3K
Micron Technology IncMU5.11K$1.73M0.1%$139KAdded$970.1K
Ishares Bitcoin Trust EtfIBIT42.8K$1.64M0.1%−$480.4KCut−$499.5K
Ishares Tr11K$1.56M0.1%−$65.6KAdded$2.43K
Duke Energy Corp New11.9K$1.56M0.1%$163.8KCut$153K
Ishares Tr6.26K$1.55M0.1%$11.5KCut−$258.3K
Merck & Co., Inc.MRK12.3K$1.48M0.1%$184.3KCut$175.2K
Ishares Tr2.15K$1.4M0.1%−$67.9KAdded−$64.7K
Procter And Gamble CoPG9.43K$1.36M0.1%$10.3KAdded$59.2K
Ishares Gold Tr14.3K$1.26M0.1%$79KAdded$343.5K
Ishares Tr5K$1.24M0.1%−$140.5KCut−$171K
HCA Healthcare, Inc.HCA2.62K$1.24M0.1%$16.7KCut−$281.6K
Innovator Etfs Trust30.9K$1.23M0.1%−$6.22KAdded$41.5K
Spdr Series Trust26K$1.18M0.1%$59KHeld
First Ctzns Bancshares Inc D622$1.17M0.1%−$162.7KHeld
Tjx Cos Inc New7.07K$1.13M0.1%$34.2KAdded$267.5K
Ssga Active Etf Tr28.4K$1.13M0.1%−$14.8KCut−$61.5K
Pimco Etf Tr21.8K$1.1M0.1%$435Cut−$40.4K
Ishares Tr11.3K$1.09M0.1%$12.4KCut−$33.7K
Schwab Strategic Tr37.6K$1.09M0.1%$22.6KCut$19.7K
Oracle Corp7.4K$1.09M0.1%−$353.6KCut−$528.1K
Vertiv Holdings CoVRT4.27K$1.07M0.1%$295.3KAdded$530.6K
Ge Aerospace3.77K$1.07M0.1%−$70.7KAdded$171.3K
Coca Cola CoKO13.7K$1.05M0.1%$84.4KCut$67K
Innovator Etfs Trust24.4K$1.04M0.1%−$15.7KAdded$133.5K
Janus Detroit Str Tr22.2K$1.04M0.1%−$24.4KCut−$1.18M
Mcdonalds CorpMCD3.31K$1.03M0.1%$16.9KAdded$25.3K
Lam Research CorpLRCX4.75K$1.01M0.1%$201.7KCut$184.2K
Verizon Communications IncVZ20.1K$1.01M0.1%$190.1KCut$180.5K
Norfolk Southn Corp3.51K$1.01M0.1%−$5.62KAdded$63K
Mastercard IncMA2.01K$1.01M0.1%−$143.3KCut−$158.7K
BlackRock, Inc.BLK1.04K$1M0.1%−$105.3KAdded−$34.1K
Ishares Tr4.63K$990.1K0.1%$15.4KHeld
Vanguard Intl Equity Index F13K$973.6K0.1%$20KCut−$247.2K
Park Natl Corp5.94K$970.4K0.1%$66.9KAdded$67.1K
Lowes Cos Inc4.11K$969.9K0.1%−$20KCut−$25.1K
Ishares Tr20.4K$943.6K0.1%$15.7KAdded$26.4K
Deere & CoDE1.59K$898.5K0.1%$155.9KCut$143.3K
Morgan Stanley5.37K$884K0.1%−$68.1KAdded−$47.5K
Netflix IncNFLX9.11K$876K0.1%$21.8KCut$18.8K
Standard Lithium Ltd.SLI256K$873K0.1%−$271.4KCut−$494.9K
Vanguard Bd Index Fds11.1K$870.7K0.1%−$4.44KCut−$14.7K
Cisco Sys Inc11.2K$868.1K0.1%$6.22KAdded$12.2K
Citigroup Inc7.47K$847.7K0.1%−$23.8KAdded$2.09K
Solid Power Inc270K$810K0.1%−$337.5KHeld
Strategy Inc6.42K$801.2K0.1%−$174.3KCut−$188.6K
3M COMMM5.44K$790.1K0.1%−$79.6KAdded−$66.6K
Blackstone Inc.BX6.84K$786.1K0.1%−$260.7KAdded−$240.3K
Truist Finl Corp16.7K$768K0.1%−$51KAdded−$7.23K
Palantir Technologies Inc.PLTR5.25K$767.8K0.1%−$151.2KAdded−$86.1K
Phillips 66PSX4.15K$755.3K0.1%$145.3KAdded$402.4K
GE Vernova Inc.GEV850$742K0.1%$161KAdded$262.2K
Neos Etf Trust15K$740.5K0.1%−$44.2KAdded$5.13K
Schwab Strategic Tr29.8K$738.7K0.1%$21.2KHeld
Stryker CorpSYK2.21K$724.5K0.1%−$38.9KAdded$126.7K
Freeport-Mcmoran IncFCX12.3K$724.3K0.1%$67.5KAdded$295.6K
Select Sector Spdr Tr5.42K$720.1K0.1%−$60KCut−$124.8K
Berkshire Hathaway Inc Del1$718.1K0.1%−$36.7KHeld
RXO, Inc.RXO49K$716.6K0.1%$19.8KAdded$590.1K
Aon plcAON2.22K$715.3K0.1%−$47.7KAdded$156K
Fedex CorpFDX1.99K$709.6K0.1%$97.6KAdded$291K
Cardinal Health IncCAH3.35K$708.3K0.1%$19.2KAdded$29.1K
Vanguard Index Fds2.7K$707.2K0.1%$10.7KHeld
Williams Sonoma IncWSM3.82K$697K0.1%$14.3KCut$8.94K
Ishares Tr3.63K$696.1K0.1%−$24.7KCut−$46.6K
Invesco Qqq Tr1.19K$684.5K0.1%−$44KCut−$77.8K
American Express CoAXP2.25K$679.1K0.1%−$148.7KAdded−$136.3K
Thermo Fisher Scientific Inc.TMO1.37K$674.9K0.1%−$112KAdded−$63.3K
Crowdstrike Hldgs Inc1.71K$668K0.1%−$129.7KAdded−$108.3K
Select Sector Spdr Tr10.9K$667.7K0.1%$180.4KHeld
Vanguard Scottsdale Fds8K$662K0.1%−$3KAdded$410.8K
Vanguard Tax-Managed Fds10K$643K0.0%$13.8KAdded$106.7K
Pepsico IncPEP4.13K$641.5K0.0%$25.7KAdded$328.5K
Southern Co6.59K$635.8K0.0%$61.4KCut$52.6K
Palo Alto Networks IncPANW3.93K$629.4K0.0%−$93.8KCut−$107K
Sprott Asset Management Lp13.1K$627.3K0.0%$25.2KCut$24.8K
NIKE, Inc.NKE11.6K$614.5K0.0%−$90.8KAdded$83.4K
Wells Fargo Co New7.67K$611K0.0%−$99.1KAdded−$68.4K
Lockheed Martin CorpLMT989$597.7K0.0%$92.1KAdded$228.7K
Bristol-Myers Squibb Co9.74K$590.7K0.0%New
General Dynamics CorpGD1.72K$588.6K0.0%$8.1KAdded$172.8K
Applied Matls Inc1.69K$579K0.0%$94KAdded$294.2K
First Tr Exchng Traded Fd Vi17K$574.1K0.0%−$8.33KHeld
Corning Inc4.21K$573.1K0.0%$115.8KAdded$363.6K
Bitmine Immersion Tecnologie28.9K$571.2K0.0%−$212.4KAdded−$211.3K
Union Pac Corp2.34K$567.2K0.0%$26KAdded$34.3K
Direxion Shs Etf Tr24.5K$563.7K0.0%New
Honeywell Intl Inc2.48K$559.4K0.0%$53.4KAdded$222.5K
Starbucks CorpSBUX6.13K$549K0.0%$31.1KAdded$62.9K
Disney Walt Co5.62K$541.2K0.0%−$97.6KCut−$125K
Dimensional Etf Trust11.1K$539.4K0.0%$20.8KHeld
J P Morgan Exchange Traded F11K$537.5K0.0%−$2.42KHeld
Dollar Gen Corp New4.5K$534.2K0.0%−$38.9KAdded$166.3K
Spdr Series Trust9.44K$534.1K0.0%−$2.03KAdded$31.9K
Ishares Tr1.5K$533.8K0.0%−$13.3KAdded$239.9K
Amgen IncAMGN1.51K$532.4K0.0%$22KAdded$238.8K
Dow Inc.DOW12.7K$530.5K0.0%New
Unitedhealth Group IncUNH1.96K$529.8K0.0%−$116.5KCut−$117.2K
United Parcel Service IncUPS5.37K$528.4K0.0%−$4.35KCut−$536.2K
Vanguard Growth Etf1.2K$525.9K0.0%−$61.5KHeld
Spdr Series Trust21.2K$525.1K0.0%−$2.82KAdded$22.8K
Bandwidth Inc.BAND29.1K$518.8K0.0%$69KAdded$69K
Abacus Fcf Etf Tr7.22K$514K0.0%−$1.59KAdded$19.7K
Nextera Energy Inc5.48K$508.6K0.0%$59.8KAdded$127.4K
American Elec Pwr Co Inc3.86K$506.5K0.0%$59.4KAdded$72.1K
Edison Intl6.86K$501.6K0.0%New
Pfizer IncPFE17.7K$496.8K0.0%$52.5KAdded$85.8K
Altria Group, Inc.MO7.52K$496.4K0.0%$62.7KCut$51.3K
Ishares Tr8.33K$493.2K0.0%$18.6KHeld
First Tr Exchng Traded Fd Vi12K$492.7K0.0%−$2.79KHeld
Emerson Elec Co3.75K$491.6K0.0%−$6.38KCut−$19.6K
Heico Corp New1.76K$481.5K0.0%−$86.7KCut−$106.5K
Travelers Companies, Inc.TRV1.63K$476.6K0.0%$1.14KAdded$273.3K
Innovator Etfs Trust11K$476.3K0.0%−$8.28KAdded$27.3K
Booking Holdings Inc.BKNG113$475.8K0.0%New
Global X Fds6.43K$475.4K0.0%$81.9KAdded$105.9K
Ishares Tr5.42K$469.5K0.0%$10.2KAdded$36.1K
Intuitive Surgical IncISRG999$460.5K0.0%−$98KAdded−$66.2K
EverQuote, Inc.EVER29.5K$455K0.0%−$341.7KCut−$355.7K
Devon Energy Corp New8.9K$447.8K0.0%$107.5KAdded$160.2K
Ishares Tr4.8K$444.8K0.0%$3.89KCut−$14.5K
Ishares Tr4.46K$442.7K0.0%−$2.72KCut−$229.9K
Gilead Sciences, Inc.GILD3.18K$442.6K0.0%$52.7KAdded$53.4K
Asml Holding N V325$429.3K0.0%$66.8KAdded$144.7K
Spdr Index Shs Fds9.38K$428K0.0%$11.6KHeld
Pimco Etf Tr4.62K$426.5K0.0%−$3.34KAdded$37.4K
Uber Technologies, IncUBER5.82K$418.8K0.0%−$51.2KAdded−$9.14K
Innovator Etfs Trust12.5K$418.3K0.0%−$562Held
First Tr Exchng Traded Fd Vi10K$416.9K0.0%$7.5KHeld
Slb Limited/NvSLB7.99K$410.7K0.0%$99.6KAdded$116.9K
Global X Fds23.6K$404.2K0.0%−$12.3KHeld
Philip Morris Intl Inc2.43K$401.6K0.0%$11.5KAdded$26.6K
Comfort Sys Usa Inc289$398.5K0.0%New
Kla CorpKLAC265$390.2K0.0%$68.2KCut$65.8K
Linde PlcLIN759$376.3K0.0%$35.7KAdded$156.7K
Kinder Morgan Inc Del11.1K$371.5K0.0%New
Regeneron Pharmaceuticals, Inc.REGN480$370.9K0.0%New
J P Morgan Exchange Traded F6K$367.9K0.0%−$11.2KHeld
Constellation Energy CorpCEG1.29K$360.2K0.0%−$90.6KAdded−$72.2K
Qnity Electronics, Inc.Q3.11K$359.2K0.0%$88.1KAdded$145.8K
Chubb Limited1.08K$353.3K0.0%$11.8KAdded$85.5K
Vanguard Index Fds1.17K$352.1K0.0%$163Held
Vanguard Index Fds1.78K$349.4K0.0%$9.28KHeld
Direxion Shs Etf Tr13K$349.2K0.0%−$80.9KAdded−$320
CoreWeave, Inc.CRWV4.5K$348.6K0.0%New
Pg&E Corp19.7K$345.5K0.0%New
Cambria Etf Tr8.28K$343K0.0%$25.5KCut$2.02K
Seagate Technology Hldngs Pl863$338.1K0.0%New
Sherwin Williams CoSHW1.04K$335K0.0%−$3.61KAdded−$1.37K
Nushares Etf Tr13K$335K0.0%New
Tidal Trust I13.9K$333K0.0%New
First Tr Exchng Traded Fd Vi8K$326.2K0.0%−$4.43KHeld
Vanguard Bd Index Fds4.41K$325K0.0%−$1.88KAdded$177
General Mls IncGIS8.73K$324.8K0.0%New
F N B Corp19.2K$320.7K0.0%−$7.1KAdded$1.23K
Innovator Etfs Trust6.9K$318.3K0.0%−$5.87KAdded$7.96K
Danaher Corporation1.68K$317.8K0.0%New
Vistra Corp.VST2.11K$317.2K0.0%−$23.2KCut−$55.6K
Marsh & Mclennan Cos Inc1.82K$316.5K0.0%New
Franklin Templeton Etf Tr5.66K$310.9K0.0%−$7.53KHeld
Principal Exchange Traded Fd16.5K$310.5K0.0%−$4.13KCut−$118.5K
Spdr S&P Midcap 400 Etf Tr500$308.4K0.0%$6.74KHeld
First Tr Exchng Traded Fd Vi5.5K$307.5K0.0%−$4.24KCut−$11.3K
Western Digital CorpWDC1.13K$306.5K0.0%New
At&T Inc10.5K$304.8K0.0%$42.3KAdded$51.3K
Schwab Strategic Tr9.93K$304.5K0.0%$29KAdded$60.1K
Schwab Strategic Tr6.5K$303.8K0.0%$7.87KHeld
Salesforce, Inc.CRM1.62K$301.8K0.0%−$113.8KAdded−$83.3K
Boston Scientific CorpBSX4.81K$301.8K0.0%−$79.4KAdded$69.6K
Packaging Corp Amer1.42K$300.3K0.0%$8.44KAdded$9.71K
Goldman Sachs Etf Tr2.37K$296.6K0.0%−$17.2KHeld
Nucor CorpNUE1.72K$291.5K0.0%$9.67KAdded$28.1K
Ishares Tr5.13K$291.1K0.0%$10.6KAdded$11.9K
Capital One Finl Corp1.58K$287.5K0.0%New
Markel Group Inc.MKL149$285.2K0.0%−$35.1KHeld
General Mtrs Co3.82K$284.5K0.0%New
S&P Global Inc.SPGI657$279.4K0.0%New
Vanguard Index Fds1.08K$279.2K0.0%−$23.6KCut−$29.2K
Astrazeneca Plc OrdAZN1.38K$271.4K0.0%New
Masco Corp4.45K$268.5K0.0%−$12.9KAdded$3.71K
Occidental Pete Corp4.09K$265.9K0.0%New
Texas Instrs Inc1.36K$264.8K0.0%$27.3KAdded$35.5K
Intel CorpINTC5.99K$264.2K0.0%$43.3KCut−$75.5K
Enterprise Prods Partners L6.95K$263K0.0%$40.2KCut$28.3K
Itt Inc.ITT1.37K$261.4K0.0%New
ConocophillipsCOP1.96K$258.6K0.0%New
Liquidia CorpLQDA6.85K$258.4K0.0%$22.2KAdded$22.4K
Eog Res Inc1.75K$253K0.0%New
Amphenol Corp New1.98K$250K0.0%New
Vertex Pharmaceuticals Inc557$248.8K0.0%−$3.8KCut−$16K
Johnson Ctls Intl Plc1.9K$248.3K0.0%New
First Tr Exchng Traded Fd Vi4.93K$247.9K0.0%New
EXPAND ENERGY CorpEXE2.25K$246.6K0.0%New
Vulcan Matls Co896$244K0.0%−$11KAdded$117
First Tr Exchng Traded Fd Vi6.4K$243.9K0.0%−$4.03KHeld
Hunt J B Trans Svcs Inc1.15K$242.8K0.0%New
Viking Holdings LtdVIK3.25K$238.9K0.0%New
Newmont Corp2.19K$237.2K0.0%New
Trane Technologies PlcTT561$233.8K0.0%$15.4KAdded$16.6K
Airbnb, Inc.ABNB1.85K$233.6K0.0%New
Burlington Stores, Inc.BURL713$232K0.0%New
Ishares Tr1.75K$231.9K0.0%$1.59KHeld
TechnipFMC PLCFTI3.35K$231.4K0.0%New
Cme Group Inc.CME779$230.1K0.0%$17.3KCut−$43.5K
Vanguard Index Fds1.05K$228.8K0.0%New
Abbott LabsABT2.22K$227.5K0.0%−$43.3KAdded−$12.4K
Adobe Inc.ADBE928$225.6K0.0%New
Invesco Exchange Traded Fd T4.89K$224.3K0.0%−$98Held
J P Morgan Exchange Traded F3.95K$224.1K0.0%−$2.21KHeld
Tyson Foods, Inc.TSN3.48K$223.3K0.0%New
Dimensional Etf Trust3.14K$223.3K0.0%$4.58KHeld
Te Connectivity PlcTEL1.06K$222.2K0.0%New
Peakstone Realty Trust10.6K$221.2K0.0%$69.3KHeld
Taiwan Semiconductor Mfg Ltd653$220.7K0.0%New
Vanguard Whitehall Fds1.48K$218.6K0.0%$6.76KHeld
Regions Financial Corp New8.32K$217.3K0.0%New
Marathon Pete Corp889$217.1K0.0%New
Delta Air Lines Inc DelDAL3.24K$215.3K0.0%New
Rbb Fd Inc4.3K$215.1K0.0%New
Cigna GroupCI806$215K0.0%New
Mckesson CorpMCK247$213.7K0.0%New
Centene Corp Del6.47K$211.7K0.0%New
L3harris Technologies Inc613$211.6K0.0%New
Northrop Grumman Corp310$211.5K0.0%New
Unilever Plc3.68K$209.6K0.0%−$31KHeld
Ishares Tr3.93K$206.6K0.0%−$1.26KCut−$11.8K
Cvs Health CorpCVS2.84K$203.7K0.0%New
Neurocrine Biosciences IncNBIX1.54K$203.5K0.0%New
Dimensional Etf Trust5.2K$202.1K0.0%−$3.8KHeld
EMCOR Group, Inc.EME271$200.1K0.0%New
Eaton Vance Tax-Managed Glob19.1K$165.8K0.0%−$16.7KHeld
Sunrun Inc.RUN12.1K$163.9K0.0%−$58.5KCut−$63.2K
Valley Natl Bancorp13K$160.2K0.0%New
Themes Etf Tr15.5K$157.9K0.0%New
Krispy Kreme, Inc.DNUT46K$156K0.0%−$29KAdded−$28.9K
Fortrea Hldgs Inc15.8K$149.2K0.0%−$123.8KAdded−$123.5K
Gabelli Conv & Inc Secs Fd I23.2K$99.3K0.0%$3.02KCut−$32.3K
Flyexclusive Inc28.2K$63.7K0.0%−$52.2KHeld

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.