13F

Investor

Opal Wealth Advisors, LLC

CIK 0001844201 · filed 2026-04-14 · SEC filing

13F book

$442.4M

Positions

606

404 new · 4 sold

Largest name

16.5%

Putnam Etf Trust

Est. mark

−$6.05M

Price effect on 202 names still held. Flow $64.9M.
NameTickerSharesValueWeightEst. markChange
Putnam Etf Trust1.57M$72.8M16.5%$1.28MAdded$2.63M
Legg Mason Etf Invt662.9K$49.8M11.3%−$4.3MAdded$203.9K
Vanguard Index Fds198.1K$43M9.7%$1.05MAdded$2.21M
Advisors Inner Circle Fd Iii1.53M$41.1M9.3%$81.2KAdded$40.3M
Ishares Tr416.1K$20.2M4.6%−$117.2KAdded$464.1K
J P Morgan Exchange Traded F218K$11.1M2.5%$8.34KAdded$495K
Apple Inc.AAPL43.5K$11M2.5%−$782.3KAdded−$719.6K
Select Sector Spdr Tr61.8K$10M2.3%$403.4KAdded$529.9K
Nuveen Churchill Direct Lend625.2K$7.95M1.8%−$342.2KAdded$589.4K
Spdr Index Shs Fds148.1K$5.42M1.2%$95.7KAdded$291.7K
Fidelity Merrimack Str Tr104.2K$4.75M1.1%−$41KAdded$263.9K
Spdr Series Trust44.5K$4.36M1.0%−$369.1KAdded−$122.7K
Vaneck Etf Trust42.5K$4.11M0.9%−$276KAdded−$61.8K
Nvidia CorpNVDA22.3K$3.88M0.9%−$267.1KAdded−$237K
Spdr S&P 500 Etf Tr5.38K$3.5M0.8%−$169.9KCut−$428.4K
Microsoft CorpMSFT8.9K$3.29M0.7%−$1.01MCut−$1.25M
Spdr Series Trust58.1K$3.28M0.7%−$12.5KAdded$190.5K
Amazon Com IncAMZN15.1K$3.15M0.7%−$335.8KAdded−$288.5K
Spdr Series Trust64.2K$3.1M0.7%$89.4KAdded$236.6K
J P Morgan Exchange Traded F60.4K$3.02M0.7%−$30.8KCut−$1.66M
Pimco Etf Tr47.6K$2.48M0.6%−$10.5KCut−$106.8K
Intercontinental Exchange In15.8K$2.48M0.6%−$73.9KAdded−$72.8K
J P Morgan Exchange Traded F53.8K$2.48M0.6%−$11.2KAdded$112.7K
Alphabet Inc8.34K$2.4M0.5%−$212KCut−$312.2K
Ishares Tr20.8K$2.22M0.5%−$13.1KAdded$129.7K
Morgan Stanley Etf Trust38.8K$1.98M0.4%−$9.76KAdded$980.7K
Tesla, Inc.TSLA5.15K$1.91M0.4%−$401.5KCut−$451.4K
Schwab Strategic Tr60.3K$1.87M0.4%$52.9KAdded$79.4K
Meta Platforms, Inc.META2.44K$1.39M0.3%−$207.7KAdded−$164.8K
Spdr Series Trust29.1K$1.39M0.3%−$4.66KCut−$8.12K
Cisco Sys Inc17.8K$1.38M0.3%$9.65KAdded$53.4K
Exxon Mobil Corp7.9K$1.34M0.3%$389.8KCut$171.3K
Visa Inc.V4.36K$1.32M0.3%−$204.7KAdded−$163.9K
Caterpillar IncCAT1.74K$1.23M0.3%$236.4KCut$226.1K
Palmer Square Capital Bdc In122.8K$1.2M0.3%−$184.7KAdded$269.3K
Vanguard Index Fds3.45K$1.11M0.3%−$49.8KCut−$342.2K
Vaneck Etf Trust43.3K$1.1M0.2%−$0Cut−$86.9K
Philip Morris Intl Inc6.57K$1.09M0.2%$32.4KCut−$22.5K
Ishares Tr42.4K$1.06M0.2%−$6.95KAdded$60K
Ishares Tr14.8K$1.04M0.2%$11.2KAdded$22.8K
Unitedhealth Group IncUNH3.77K$1.02M0.2%−$218.3KAdded−$190.2K
Vanguard Mun Bd Fds20.4K$1.02M0.2%−$8.15KCut−$1.42M
Broadcom Inc.AVGO3.21K$993.1K0.2%−$111.8KAdded−$64.4K
AbbVie Inc.ABBV4.55K$990K0.2%−$50.1KCut−$69.6K
Morgan Stanley Etf Trust19.3K$980.8K0.2%−$14.5KHeld
Jpmorgan Chase & Co.3.3K$971.9K0.2%−$92.6KCut−$111.6K
International Business Machs3.99K$967.1K0.2%−$214.9KCut−$232K
Virtus Dividend Interest & P74.1K$934.8K0.2%−$20.8KCut−$25.8K
American Centy Etf Tr8.44K$932.8K0.2%$71.7KCut−$175.1K
Verizon Communications IncVZ18.1K$906.5K0.2%$139KAdded$308.7K
Taiwan Semiconductor Mfg Ltd2.65K$893.9K0.2%$90.1KCut$88.9K
Vanguard World Fd12K$859K0.2%$1.32KCut−$43.9K
Coca Cola CoKO11.1K$846K0.2%$64.9KAdded$106.6K
Ishares Tr1.27K$832.2K0.2%−$40.4KCut−$4.67M
Invesco Qqq Tr1.44K$831.1K0.2%−$52.8KAdded−$42.4K
Johnson & JohnsonJNJ3.4K$830.6K0.2%$125.8KAdded$136.3K
Fedex CorpFDX2.28K$813.5K0.2%$153.8KCut$135K
Allstate Corp3.91K$810.7K0.2%−$1.7KAdded$374.8K
Ishares Tr6.89K$779K0.2%−$69.9KCut−$188.4K
Rivernorth Opportunities Fd68.6K$761.2K0.2%−$43.9KCut−$58.8K
Intel CorpINTC17.2K$760.6K0.2%$124KAdded$127.6K
Berkshire Hathaway Inc Del1.58K$755.2K0.2%−$37KCut−$135K
Home Depot, Inc.HD2.29K$754.5K0.2%−$34.4KAdded−$23.9K
Janus Detroit Str Tr14.9K$749K0.2%−$3.09KCut−$47K
American Express CoAXP2.45K$739.9K0.2%−$164.6KAdded−$162.4K
Spdr Series Trust7.47K$737.4K0.2%−$31.7KCut−$37.2K
Eli Lilly & CoLLY779$716.5K0.2%−$120KAdded−$115.4K
Ishares Tr15.2K$715.9K0.2%$15.8KCut−$14.9K
ServiceNow, Inc.NOW6.82K$713K0.2%New
Novartis Ag4.63K$707.8K0.2%$61.2KAdded$140.9K
Nextera Energy Inc7.47K$693.7K0.2%$94.1KCut$57.1K
Mckesson CorpMCK799$691.4K0.2%$36KCut−$4.18K
Ishares Tr3.23K$682.2K0.2%−$2.97KCut−$524.9K
At&T Inc23.5K$681K0.2%$79.1KAdded$207.6K
Ishares Tr3.1K$663.4K0.1%$10.3KCut−$265.6K
Lowes Cos Inc2.81K$663.2K0.1%−$13.7KCut−$15.6K
Netflix IncNFLX6.88K$661.6K0.1%$13.1KAdded$147.4K
Bank America Corp13.4K$652.5K0.1%−$83.7KCut−$86.1K
Alphabet Inc2.25K$645.1K0.1%−$60.6KCut−$124.9K
S&P Global Inc.SPGI1.51K$641K0.1%−$146.6KCut−$179K
Invesco Exchange Traded Fd T3.31K$636K0.1%$1.19KCut−$77K
RTX CorpRTX3.27K$631.1K0.1%$30.2KAdded$48K
Pacer Fds Tr13.5K$626.1K0.1%$68KCut$58.1K
Chevron Corp NewCVX2.94K$609.3K0.1%$143.1KAdded$209.5K
Stryker CorpSYK1.82K$596.7K0.1%−$41.5KCut−$41.9K
Disney Walt Co6.18K$595.9K0.1%−$107.5KCut−$131K
J P Morgan Exchange Traded F6.87K$580.4K0.1%−$37.3KAdded$162.8K
Citigroup Inc5.09K$577.7K0.1%−$16.7KCut−$31.6K
Pacer Fds Tr8.69K$543.7K0.1%$20.7KAdded$23.1K
Rbb Fd Inc10.7K$534.7K0.1%−$166Added$21.2K
Costco Whsl Corp New531$529.1K0.1%$70.8KAdded$73.8K
Honeywell Intl Inc2.31K$522.3K0.1%$69.8KAdded$82.7K
Seagate Technology Hldngs Pl1.31K$514.4K0.1%$152.8KCut$99.1K
Thermo Fisher Scientific Inc.TMO1.02K$500.4K0.1%−$89.5KCut−$123.7K
Asml Holding N V378$499.3K0.1%$94.9KCut$71.3K
Amgen IncAMGN1.4K$491.5K0.1%$34.2KAdded$35.3K
Vanguard Index Fds822$491.2K0.1%−$17KAdded$130K
Oracle Corp3.26K$479.6K0.1%−$150.5KAdded−$134.2K
Amplify Etf Tr10.7K$479K0.1%$3.54KAdded$28.3K
Nyli Cbre Gbl Infr Megtrnds32.5K$477K0.1%$30.2KHeld
Union Pac Corp1.96K$474.6K0.1%$22.1KCut−$8.89K
Altria Group, Inc.MO6.84K$451.1K0.1%$56.9KCut$51.4K
Alps Etf Tr8.57K$451.1K0.1%$47KAdded$58K
Capital Group Intl Focus Eqt15.2K$448.8K0.1%−$838Added$36K
Vanguard Whitehall Fds4.73K$446K0.1%$19.3KAdded$37.3K
Progressive Corp2.23K$441.3K0.1%−$57KAdded$644
Astrazeneca Plc OrdAZN2.2K$433.5K0.1%New
First Tr Enhanced Equity Inc21.1K$430.8K0.1%−$34.2KCut−$48.7K
Qualcomm Inc3.32K$428.1K0.1%−$140.5KCut−$147K
Walmart Inc.WMT3.42K$424.5K0.1%$44KCut−$251.8K
Bny Mellon Strategic Mun Bd69.5K$417.5K0.1%−$11.1KCut−$82.3K
Norfolk Southn Corp1.45K$417.3K0.1%−$2.5KCut−$16.9K
Duke Energy Corp New3.18K$416.4K0.1%$43.7KCut$14.1K
Schwab Charles Corp4.42K$415.1K0.1%−$26.2KCut−$39.3K
Vanguard Index Fds1.58K$413.4K0.1%$4.97KAdded$86.7K
Northrop Grumman Corp594$405.3K0.1%$66.5KCut$26.1K
Illinois Tool Wks Inc1.56K$405K0.1%$21.9KCut$21.4K
Freeport-Mcmoran IncFCX6.86K$402.9K0.1%$54.8KCut$35.1K
BlackRock, Inc.BLK416$400.1K0.1%−$44KAdded−$33.4K
Prologis Inc.2.99K$395.4K0.1%$13.5KCut$5.7K
Valero Energy Corp1.59K$392.5K0.1%$133.8KCut$78.1K
Occidental Pete Corp5.95K$386.6K0.1%New
Cigna GroupCI1.41K$377.2K0.1%−$9.08KAdded$82.4K
Vaneck Etf Trust3.93K$360.4K0.1%$23.6KHeld
Merck & Co., Inc.MRK2.98K$358.8K0.1%$44.3KAdded$48.2K
Etfis Ser Tr I4.48K$357.8K0.1%$3.55KAdded$62.9K
Hilton Worldwide Hldgs Inc1.17K$355.8K0.1%$19.7KCut−$8.75K
Linde PlcLIN714$354K0.1%$49KAdded$52.5K
ConocophillipsCOP2.62K$346.4K0.1%$85.3KAdded$138.3K
American Elec Pwr Co Inc2.64K$346.3K0.1%$41.7KCut−$12.5K
Eaton Corp PlcETN966$345.5K0.1%$33.1KAdded$76K
General Mtrs Co4.63K$344.9K0.1%−$31.6KCut−$62.2K
Ishares Tr804$342.8K0.1%−$37.7KCut−$1.02M
Hartford Fds Exchange Traded17.9K$340.5K0.1%−$2.64KAdded$4.01K
Cardinal Health IncCAH1.57K$330.9K0.1%$8.94KAdded$14.9K
Ishares Tr2.65K$329.2K0.1%$10.9KCut−$2.77K
Ishares Tr6.15K$326.8K0.1%−$2.39KCut−$1.79M
Ge Aerospace1.15K$326.7K0.1%−$27.9KCut−$35.6K
Uber Technologies, IncUBER4.49K$323.3K0.1%−$40.6KAdded−$16.3K
United Sts Oil Fd Lp2.51K$319.1K0.1%New
Vaneck Fds6.37K$319K0.1%−$3.34KCut−$39.9K
Pacer Fds Tr7.06K$316.9K0.1%$3.57KCut−$23.4K
Johnson Ctls Intl Plc2.42K$316.5K0.1%$27.1KCut$17.3K
Capital One Finl Corp1.72K$313.1K0.1%−$102.8KCut−$149.9K
Select Sector Spdr Tr2.35K$312.6K0.1%−$26KCut−$28.6K
Ishares Tr6.68K$308.4K0.1%−$2.34KCut−$385.2K
Vanguard Index Fds1.57K$307.6K0.1%$6.57KAdded$66.8K
J P Morgan Exchange Traded F6.47K$304.7K0.1%−$1.75KCut−$331.9K
First Tr Exchange-Traded Fd6.43K$302.5K0.1%$6.09KCut−$17K
United Rentals, Inc.URI407$296.5K0.1%−$32.9KCut−$65.2K
Corteva, Inc.CTVA3.54K$295.9K0.1%$58.4KAdded$61.2K
Goldman Sachs Group Inc347$293.6K0.1%−$11.6KCut−$24.8K
Cme Group Inc.CME983$290.3K0.1%$21.9KCut−$2.69K
Southwest Airls Co7.67K$288.2K0.1%−$28.8KCut−$76.5K
Spdr Gold Tr662$284.9K0.1%$22.5KCut$20.1K
L3harris Technologies Inc821$283.4K0.1%$42.3KCut$39.4K
Pfizer IncPFE9.96K$279.6K0.1%$28.5KAdded$56.2K
Palo Alto Networks IncPANW1.72K$275.6K0.1%−$38.3KAdded−$19.5K
Capital Grp Fixed Incm Etf T10.1K$275.1K0.1%−$3.93KAdded−$2.48K
Regeneron Pharmaceuticals, Inc.REGN354$273.6K0.1%$275Added$8.78K
Intuitive Surgical IncISRG591$272.4K0.1%−$62.3KCut−$67.9K
Vanguard Index Fds936$268.8K0.1%−$2.3KAdded$49.7K
Iren Limited7.79K$267.2K0.1%New
Alliancebernstein Hldg L P7.11K$266.2K0.1%−$7.4KHeld
Pepsico IncPEP1.71K$266.2K0.1%New
Apollo Global Mgmt Inc2.39K$266.1K0.1%−$65.3KAdded−$17.4K
Vertex Pharmaceuticals Inc590$263.5K0.1%−$3.83KAdded$9.12K
Abbott LabsABT2.54K$260.9K0.1%−$57.5KCut−$72.6K
Ishares Inc3.64K$253.8K0.1%$9.21KCut−$36K
First Tr Exchange-Traded Fd15.1K$252.6K0.1%New
Ishares Tr2.77K$250.6K0.1%$2.96KCut−$104.3K
Ishares Tr1.75K$249.8K0.1%New
Boeing Co1.25K$249.6K0.1%−$22.7KCut−$65K
Invesco Exch Traded Fd Tr Ii12.2K$249.6K0.1%−$7.21KCut−$8.07K
Ishares Tr793$248.9K0.1%−$7.3KCut−$151K
Ppl Corp6.51K$248.6K0.1%$20.7KCut−$101.9K
Pulte Group Inc2.11K$248.6K0.1%$740Cut−$5.71K
Kroger CoKR3.4K$246.4K0.1%New
Devon Energy Corp New4.87K$244.8K0.1%New
Nuveen New York Amt Qlt Muni23.8K$242.8K0.1%$2.85KHeld
Ab Active Etfs Inc9.63K$240.3K0.1%New
Enbridge Inc4.42K$239.4K0.1%$27.9KCut$2.08K
Pacer Fds Tr5.63K$238.9K0.1%$21.1KAdded$21.9K
Butterfly Network, Inc.BFLY58K$234.4K0.1%$8.8KAdded$95K
Texas Instrs Inc1.21K$234.2K0.1%New
Intuit Inc.INTU536$231.8K0.1%−$119.4KAdded−$112K
Dover CorpDOV1.11K$231.4K0.1%$14.7KHeld
GE Vernova Inc.GEV264$230.5K0.1%$57.9KCut$11.5K
Ww Grainger Inc210$229.1K0.1%$16.7KAdded$23.2K
Sanofi Sa4.62K$222.5K0.1%−$1.24KAdded$7.82K
Colgate Palmolive CoCL2.57K$219.4K0.1%New
Exelon CorpEXC4.47K$219.3K0.1%New
American Wtr Wks Co Inc New1.61K$219.1K0.1%$9KCut−$25.2K
First Tr Exchange Traded Fd3.46K$216.7K0.0%−$25.7KAdded$6.98K
Marsh & Mclennan Cos Inc1.24K$214.9K0.0%−$14.9KAdded−$14K
Invesco Exchange Traded Fd T1.99K$214.2K0.0%−$12.4KCut−$69K
American Intl Group Inc2.84K$213.6K0.0%−$29.2KCut−$492.8K
Ishares Tr1.11K$213.3K0.0%New
Airbnb, Inc.ABNB1.66K$209.2K0.0%−$15.6KCut−$23.8K
Etf Ser Solutions3.58K$207.1K0.0%−$3.62KAdded$140
CARRIER GLOBAL CorpCARR3.68K$207K0.0%New
Ishares Tr1.85K$205.9K0.0%−$4.71KCut−$170.5K
Vanguard Whitehall Fds1.39K$205.1K0.0%$6.34KCut−$50.6K
T-Mobile Us Inc972$204.1K0.0%New
Ishares Tr1.92K$203.5K0.0%−$1.84KCut−$88.6K
Ishares Tr2.57K$202.6K0.0%−$2.75KHeld
Vanguard Tax-Managed Fds3.15K$201.9K0.0%New
Bp Plc4.25K$199.9K0.0%New
Capital Grp Fixed Incm Etf T7.81K$197.7K0.0%New
Lockheed Martin CorpLMT327$197.6K0.0%New
Ingersoll Rand Inc.IR2.43K$194.9K0.0%New
Spdr Series Trust2.08K$190.2K0.0%New
Pimco Etf Tr7.25K$190K0.0%−$3.48KCut−$153.7K
Mastercard IncMA380$189.9K0.0%New
Blackstone Inc.BX1.6K$184.3K0.0%New
Alps Etf Tr8K$182.7K0.0%New
ImmunityBio, Inc.IBRX23.6K$181.3K0.0%$81.5KAdded$153K
Blackstone Secd Lending Fd7.62K$180.5K0.0%New
Markel Group Inc.MKL94$179.9K0.0%−$22.1KCut−$43.6K
Cincinnati Finl Corp1.13K$178.3K0.0%New
Blackrock Etf Trust3.06K$178K0.0%−$8.05KCut−$26.7K
Vanguard Index Fds966$178K0.0%New
Procter And Gamble CoPG1.22K$176.4K0.0%New
Grayscale Bitcoin Trust EtfGBTC3.29K$173.3K0.0%−$51.2KHeld
Ishares Bitcoin Trust EtfIBIT4.49K$172.4K0.0%New
Ishares Tr3.15K$172.4K0.0%New
Bjs Whsl Club Hldgs Inc1.75K$171.8K0.0%New
Wisdomtree Tr6.23K$170.2K0.0%New
Xcel Energy Inc2.1K$167K0.0%New
Ishares Tr2.19K$163.2K0.0%New
Sherwin Williams CoSHW497$159.3K0.0%New
Sea LtdSE1.92K$158.7K0.0%New
Arista Networks, Inc.ANET1.29K$158.3K0.0%New
Centerpoint Energy IncCNP3.62K$156.3K0.0%New
Micron Technology IncMU461$155.8K0.0%New
Nrg Energy, Inc.NRG1.05K$153.4K0.0%New
Ishares Inc1.77K$149.7K0.0%New
Gilead Sciences, Inc.GILD1.07K$148.6K0.0%New
Nuveen Select Tax-Free Incom10.3K$148.5K0.0%New
Tjx Cos Inc New912$145.6K0.0%New
Brookfield Corp3.57K$144.4K0.0%New
Ishares Gold Tr1.61K$142.4K0.0%New
Nuveen New York Qlt Mun Inc12.6K$140.1K0.0%−$1.37KAdded$225
Welltower Inc.WELL704$139.2K0.0%New
Spotify Technology S.A.SPOT280$135.8K0.0%New
Synopsys IncSNPS333$132K0.0%New
Vanguard Index Fds1.48K$131.5K0.0%New
Chipotle Mexican Grill IncCMG4.04K$129.5K0.0%New
Western Digital CorpWDC469$126.9K0.0%New
Global X Fds4.83K$125.4K0.0%New
Vistra Corp.VST832$125.1K0.0%New
Vanguard Growth Etf286$124.9K0.0%New
Novo-Nordisk A S3.4K$124.8K0.0%New
Lam Research CorpLRCX583$124.6K0.0%New
Aon plcAON384$123.9K0.0%New
Hershey CoHSY595$123.7K0.0%New
Bristol-Myers Squibb Co2.03K$123.2K0.0%New
Franco Nev Corp487$120.3K0.0%New
Medtronic PlcMDT1.38K$119.8K0.0%New
Cvs Health CorpCVS1.63K$117.4K0.0%New
Applied Matls Inc342$116.8K0.0%New
Vanguard Index Fds386$116.7K0.0%New
Nuveen Taxable Municpal Inm7.43K$116.3K0.0%New
Shopify Inc.SHOP972$115.3K0.0%−$41.2KCut−$93.6K
Rbb Fund Trust2.44K$114.9K0.0%New
Danaher Corporation605$114.7K0.0%New
Eversource EnergyES1.65K$114.5K0.0%New
Palantir Technologies Inc.PLTR781$114.2K0.0%New
J P Morgan Exchange Traded F2.01K$113.8K0.0%New
Otis Worldwide CorpOTIS1.47K$113.2K0.0%New
Ishares Tr844$111.5K0.0%New
Datadog, Inc.DDOG922$108.8K0.0%New
Monster Beverage Corp New1.5K$108.7K0.0%New
Boston Scientific CorpBSX1.72K$107.8K0.0%New
Air Prods & Chems Inc368$106.9K0.0%New
Alpha Metallurgical Resour I511$104.9K0.0%New
Old Rep Intl Corp2.61K$104.3K0.0%New
Canadian Pacific Kansas City1.31K$103.1K0.0%New
Shell Plc1.1K$102.1K0.0%New
Ishares Tr1.48K$101.1K0.0%$1.98KCut−$243.1K
D-Wave Quantum Inc.QBTS7K$101K0.0%New
Blackrock Tax Municpal Bd Tr6.23K$100.7K0.0%New
Ishares Tr993$100K0.0%New
Ovintiv Inc.OVV1.67K$99.2K0.0%New
UBS Group AGUBS2.51K$97.9K0.0%New
Williams Cos Inc1.34K$97.7K0.0%New
Blackrock Etf Trust2.95K$97.2K0.0%New
Ishares Tr400$96K0.0%New
Ishares Tr988$93.8K0.0%New
Vanguard Whitehall Fds1.06K$93.5K0.0%New
Enterprise Prods Partners L2.45K$92.6K0.0%New
Mcdonalds CorpMCD292$90.8K0.0%New
Ishares Tr945$90.2K0.0%New
Invesco Currencyshares Euro842$89.8K0.0%−$1.49KCut−$514.3K
Salesforce, Inc.CRM479$89.4K0.0%−$37.5KCut−$175.5K
Parker-Hannifin CorpPH98$87.7K0.0%New
Renaissancere Hldgs Ltd295$87.7K0.0%New
Global X Fds5.11K$87.7K0.0%New
Blackrock Etf Trust2.4K$87K0.0%New
Atmos Energy CorpATO470$86.9K0.0%New
Capital Group Core Balanced2.52K$86.6K0.0%New
Petroleo Brasileiro Sa Petro4.17K$86.5K0.0%New
Comcast Corp New2.97K$85.3K0.0%New
Icici Bank Limited3.28K$85K0.0%New
Invesco Exch Traded Fd Tr Ii3.14K$84.7K0.0%New
Solstice Advanced Matls Inc1.11K$84.5K0.0%New
Invesco Exch Traded Fd Tr Ii353$83.9K0.0%New
General Dynamics CorpGD243$83.3K0.0%New
Ferguson Enterprises Inc354$82.6K0.0%New
Ark Etf Tr684$82.5K0.0%New
Starbucks CorpSBUX913$81.8K0.0%New
Ishares Tr1.43K$81.7K0.0%New
Nebius Group N.V.NBIS782$81.1K0.0%New
Arch Cap Group Ltd845$81.1K0.0%New
CoreWeave, Inc.CRWV1.02K$79.3K0.0%New
Global X Fds1.07K$79.1K0.0%New
Deere & CoDE140$79K0.0%New
Waste Mgmt Inc Del343$78.8K0.0%New
Ishares Tr3.43K$78.5K0.0%New
Nu Hldgs Ltd5.43K$78K0.0%New
Zoetis Inc.ZTS659$77.9K0.0%New
Vanguard Specialized Funds361$77.6K0.0%New
Canadian Nat Res Ltd1.58K$76.9K0.0%New
Lyondellbasell Industries N951$76.6K0.0%New
Quantumscape CorpQS11.9K$75.8K0.0%−$48KHeld
Gallagher Arthur J & Co349$75.6K0.0%New
Cadence Design System Inc267$74.2K0.0%New
First Tr Exchange-Traded Fd1.7K$74K0.0%New
Vaneck Etf Trust192$73.6K0.0%New
Lloyds Banking Group Plc14.6K$73.2K0.0%New
Global X Fds2.91K$73K0.0%New
Charter Communications Inc N338$73K0.0%New
Adobe Inc.ADBE296$72K0.0%New
Marvell Technology, Inc.MRVL725$71.8K0.0%New
Sap Se419$71.7K0.0%New
Booking Holdings Inc.BKNG17$71.6K0.0%New
British Amern Tob Plc1.22K$71.6K0.0%New
Alpha Tau Medical Ltd10K$70.7K0.0%$21.2KHeld
Spdr Index Shs Fds1.54K$70.5K0.0%New
Applovin CorpAPP177$70.4K0.0%New
Chubb Limited215$70.1K0.0%New
Blackrock Etf Trust1.7K$69.9K0.0%New
Constellation Energy CorpCEG250$69.9K0.0%New
Ross Stores, Inc.ROST322$69.8K0.0%New
Blackrock Etf Trust2.11K$69.2K0.0%New
Ishares Tr863$69.1K0.0%New
Teva Pharmaceutical Inds Ltd2.29K$69.1K0.0%New
Invesco Currencyshares Japan1.19K$68.8K0.0%New
Soundhound Ai Inc10K$68.7K0.0%New
Oneok Inc /New/OKE754$68.2K0.0%New
Marathon Pete Corp278$67.9K0.0%New
Totalenergies SeTTE708$64.4K0.0%New
Corning Inc472$64.2K0.0%New
Ark Etf Tr941$63.6K0.0%New
Vanguard Scottsdale Fds215$63.5K0.0%New
Automatic Data Processing In310$63K0.0%New
Cummins IncCMI117$62.9K0.0%New
Etf Ser Solutions1.68K$62.9K0.0%New
Valued Advisers Tr2.46K$62.7K0.0%New
American Tower Corp New362$62.5K0.0%New
Spdr Series Trust625$62.1K0.0%New
Etf Opportunities Trust5.47K$61.6K0.0%New
Spdr Series Trust478$61.1K0.0%New
Emerson Elec Co466$61K0.0%New
Travelers Companies, Inc.TRV209$61K0.0%New
Alnylam Pharmaceuticals, Inc.ALNY183$60.5K0.0%New
Monolithic Pwr Sys Inc55$60.1K0.0%New
Ishares Tr662$60K0.0%New
Ishares Tr1.19K$59.6K0.0%New
Invesco Exchange Traded Fd T473$59.6K0.0%New
Hewlett Packard Enterprise C2.5K$59.4K0.0%New
Amphenol Corp New470$59.4K0.0%New
Etf Ser Solutions550$59K0.0%New
Ishares Tr179$58.8K0.0%New
Broadridge Finl Solutions In358$58.2K0.0%New
Unilever Plc1.01K$57.3K0.0%New
Modine Mfg Co264$57.2K0.0%New
Edwards Lifesciences CorpEW714$57.2K0.0%New
Martin Marietta Matls Inc97$57.1K0.0%New
NXP Semiconductors N.V.NXPI289$56.9K0.0%New
Rigetti Computing Inc4K$56.2K0.0%New
Ametek Inc/AME261$55.9K0.0%New
Polaris Inc.PII1.03K$55.9K0.0%New
Spdr Series Trust585$55.3K0.0%New
Equifax IncEFX302$54.4K0.0%New
Agilent Technologies, Inc.A475$54.1K0.0%New
Pacer Fds Tr1.35K$54.1K0.0%New
Dutch Bros Inc.BROS1.06K$53.7K0.0%New
Spdr Series Trust552$53.3K0.0%New
Fortinet, Inc.FTNT650$53.1K0.0%New
Applied Digital Corp.APLD2.23K$52.9K0.0%New
Te Connectivity PlcTEL252$52.7K0.0%New
Wells Fargo Co New659$52.4K0.0%New
Paychex IncPAYX552$50.8K0.0%New
U Haul Holding Company1.06K$50.6K0.0%New
Ishares Tr230$50.3K0.0%New
Rbb Fund Trust995$50.2K0.0%New
Ishares Tr536$50.1K0.0%New
Esco Technologies IncESE178$50.1K0.0%New
Vanguard World Fd160$50K0.0%New
Wisdomtree Tr456$49.8K0.0%New
Metlife Inc702$49.6K0.0%New
Ishares Tr1.42K$49.6K0.0%New
Gsk Plc899$49.6K0.0%New
Kinder Morgan Inc Del1.46K$49K0.0%New
Mondelez Intl Inc847$48.8K0.0%New
Digital Rlty Tr Inc269$48.5K0.0%New
Ishares Tr195$48.4K0.0%New
Ligand Pharmaceuticals Inc241$48.1K0.0%New
Sterling Infrastructure, Inc.STRL117$47.7K0.0%New
Ishares Inc841$47.6K0.0%New
Pimco Etf Tr510$47.1K0.0%New
Waste Connections, Inc.WCN289$46.9K0.0%New
Biogen Inc.BIIB256$46.9K0.0%New
Sitime CorpSITM135$46.6K0.0%New
Global X Fds610$46.6K0.0%New
Becton Dickinson & CoBDX296$46.5K0.0%New
Csx CorpCSX1.13K$46.5K0.0%New
Pnc Finl Svcs Group Inc223$46.4K0.0%New
Vaneck Etf Trust525$46.2K0.0%New
Grayscale Bitcoin Mini Tr Et1.53K$46K0.0%New
Public Storage Oper Co168$45.5K0.0%New
Southern Co470$45.4K0.0%New
Bank New York Mellon Corp381$45.2K0.0%New
Kkr & Co Inc488$45.1K0.0%New
Spdr Series Trust1.57K$45.1K0.0%New
Blackrock Etf Trust Ii865$44.9K0.0%New
Ensign Group, IncENSG222$44.7K0.0%New
Autodesk, Inc.ADSK186$44.5K0.0%New
Tapestry, Inc.TPR314$44.3K0.0%New
Strategy Inc355$44.3K0.0%New
White Mtns Ins Group Ltd20$43.9K0.0%New
Enpro Inc.NPO172$43.1K0.0%New
Vanguard Scottsdale Fds517$42.8K0.0%New
DONALDSON Co INCDCI501$42.6K0.0%New
Morgan Stanley258$42.5K0.0%New
Vanguard Scottsdale Fds533$42.3K0.0%New
Magnolia Oil & Gas CorpMGY1.31K$41.4K0.0%New
Trane Technologies PlcTT99$41.3K0.0%New
Wisdomtree Tr467$41K0.0%New
Electronic Arts Inc.EA201$41K0.0%New
Digitalocean Hldgs Inc476$40.8K0.0%New
Accenture Plc Ireland205$40.6K0.0%−$14.4KCut−$159.5K
Crown Castle Inc.CCI498$40.5K0.0%New
Royal Caribbean Group147$40.5K0.0%New
Mueller Inds Inc364$40.3K0.0%New
GoDaddy Inc.GDDY485$40.1K0.0%New
Ares Management Corporation367$40K0.0%New
Idacorp IncIDA280$40K0.0%New
Us Bancorp Del763$39.7K0.0%New
Invesco Exchange Traded Fd T826$39.3K0.0%New
Manulife Finl Corp1.14K$39.1K0.0%New
Ishares Silver Tr570$38.8K0.0%New
Ecolab Inc.ECL146$38.8K0.0%New
Wintrust Finl Corp277$38.5K0.0%New
Wec Energy Group, Inc.WEC332$38.4K0.0%New
Matador Res Co607$38.4K0.0%New
MSCI Inc.MSCI71$38.3K0.0%New
Iqvia Hldgs Inc224$38.2K0.0%New
Sempra387$37.6K0.0%New
Snowflake Inc.SNOW249$37.6K0.0%New
Nasdaq, Inc.NDAQ442$37.5K0.0%New
PJT Partners Inc.PJT268$37.4K0.0%New
Qxo Inc1.91K$37.1K0.0%New
Smith & Nephew Plc1.16K$36.7K0.0%New
Celsius Hldgs Inc1.03K$36.5K0.0%New
Ies Hldgs IncIESC76$36.2K0.0%New
Macom Tech Solutions Hldgs I163$36.2K0.0%New
Abrdn Platinum Etf TrustPPLT200$35.6K0.0%New
Nuveen Pfd & Income Opportun4.7K$35.4K0.0%New
Illumina, Inc.ILMN282$34.8K0.0%New
Haleon Plc3.43K$34.3K0.0%New
Ishares Tr307$33.9K0.0%New
Spdr Series Trust568$33.6K0.0%New
Pimco Etf Tr351$33.6K0.0%New
FabrinetFN64$33.4K0.0%New
Vanguard Star Fds432$33.3K0.0%New
Invitation Homes Inc.INVH1.32K$32.8K0.0%New
Vaneck Etf Trust2.19K$32.7K0.0%New
Crispr Therapeutics AgCRSP681$32.4K0.0%New
Federal Signal Corp299$32.3K0.0%New
CDW CorpCDW267$32.3K0.0%New
Wesbanco Inc935$32.2K0.0%New
Palomar Hldgs Inc266$31.8K0.0%New
New York Life Investments Et946$31.8K0.0%New
Kite Rlty Group TrKRG1.29K$31.7K0.0%New
West Pharmaceutical Svsc Inc126$31.6K0.0%New
Seacoast Bkg Corp Fla1.04K$31.5K0.0%New
Golub Cap Bdc Inc2.48K$31.3K0.0%New
STERIS plcSTE140$31K0.0%New
C. H. Robinson Worldwide, Inc.CHRW186$30.8K0.0%New
Trimble Inc.TRMB472$30.8K0.0%New
Veralto CorpVLTO346$30.6K0.0%New
Belden Inc.BDC266$30.5K0.0%New
Silicon Motion Technology CORPSIMO272$30.5K0.0%New
Schwab Strategic Tr990$30.4K0.0%New
Nmi Hldgs Inc803$30.1K0.0%New
First Majestic Silver CorpAG1.4K$30.1K0.0%New
Casella Waste Sys Inc379$30.1K0.0%New
Enterprise Finl Svcs Corp554$30K0.0%New
Materion CorpMTRN207$29.9K0.0%New
Azz IncAZZ239$29.9K0.0%New
Samsara Inc.IOT943$29.9K0.0%New
Onespaworld Holdings Limited1.29K$29.7K0.0%New
Spdr Series Trust388$29.7K0.0%New
Victory Cap Hldgs Inc452$29.6K0.0%New
Ebay IncEBAY325$29.6K0.0%New
Newmont Corp273$29.6K0.0%New
Howmet Aerospace Inc.HWM128$29.5K0.0%New
Barclays Plc1.39K$29.5K0.0%New
Spdr Series Trust116$29.5K0.0%New
Evercore Inc.EVR98$29.3K0.0%New
Enova Intl Inc214$29.1K0.0%New
Ishares Tr490$29K0.0%New
InterDigital, Inc.IDCC96$29K0.0%New
Capital Group Growth Etf715$28.7K0.0%New
Fidelity Covington Trust138$28.7K0.0%New
Prudential Finl Inc292$28.5K0.0%New
Invesco Exchange Traded Fd T172$28.5K0.0%New
Ishares Inc362$28.5K0.0%New
Dell Technologies Inc.DELL173$28.5K0.0%New
Volatility Shs Tr3.4K$28.4K0.0%New
Applied Optoelectronics, Inc.AAOI335$28.3K0.0%New
Axsome Therapeutics, Inc.AXSM167$28.2K0.0%New
Ani Pharmaceuticals IncANIP367$28.2K0.0%New
Ishares Tr276$28.1K0.0%New
Vanguard Intl Equity Index F518$28K0.0%New
Kla CorpKLAC19$28K0.0%New
Williams Sonoma IncWSM153$27.9K0.0%New
Installed Bldg Prods Inc105$27.8K0.0%New
Vodafone Group Plc New1.84K$27.7K0.0%New
Banner CorpBANR452$27.4K0.0%New
Knife River CorpKNF333$27.2K0.0%New
Patrick Inds Inc244$27.1K0.0%New
TransunionTRU391$27.1K0.0%New
Ishares Tr469$26.6K0.0%New
Snap-on IncSNA73$26.5K0.0%New
Ares Capital CorpARCC1.47K$26.5K0.0%New
Hartford Insurance Group Inc195$26.4K0.0%New
Phillips 66PSX144$26.2K0.0%New
Ishares Tr860$26.1K0.0%New
Mp Materials Corp536$25.9K0.0%New
Coherent Corp.COHR108$25.7K0.0%New
Kadant IncKAI88$25.7K0.0%New
Delta Air Lines Inc DelDAL385$25.6K0.0%New
Fastenal CoFAST550$25.5K0.0%New
Caseys Gen Stores Inc35$25.5K0.0%New
Applied Indl Technologies In96$25.5K0.0%New
Select Sector Spdr Tr508$25.4K0.0%New
Vanguard Bd Index Fds344$25.3K0.0%New
Huron Consulting Group Inc.HURN196$25K0.0%New
Rbc Bearings IncRBC46$25K0.0%New
Vanguard Whitehall Fds380$25K0.0%New
Analog Devices IncADI78$24.8K0.0%New
Entergy Corp New220$24.7K0.0%New
Lpl Finl Hldgs Inc82$24.7K0.0%New
Equinix IncEQIX25$24.5K0.0%New
Columbia Etf Tr I833$24.1K0.0%New
Paccar IncPCAR208$24K0.0%New
SoFi Technologies, Inc.SOFI1.5K$23.8K0.0%New
Sprott Asset Management Lp672$23.8K0.0%New
Lemaitre Vascular IncLMAT217$23.7K0.0%New
Axcelis Technologies IncACLS254$23.6K0.0%New
Sony Group Corp1.14K$23.6K0.0%New
Ishares Tr241$23.4K0.0%New
Albemarle Corp130$23.4K0.0%New
Truist Finl Corp508$23.3K0.0%New
Advanced Micro Devices IncAMD114$23.2K0.0%New
Vulcan Matls Co85$23.1K0.0%New
Fiserv IncFISV408$22.8K0.0%New
Keysight Technologies, Inc.KEYS80$22.6K0.0%New
Fidelity National Financial, Inc.FNF487$22.6K0.0%New
Vanguard Charlotte Fds470$22.6K0.0%New
Boot Barn Hldgs Inc154$22.5K0.0%New
Oreilly Automotive Inc244$22.5K0.0%New
Personalis, Inc.PSNL3.5K$22.3K0.0%New
Standex Intl Corp87$22.2K0.0%New
Aci Worldwide, Inc.ACIW539$22.1K0.0%New
Spire Inc244$22.1K0.0%New
Elevance Health Inc Formerly75$22K0.0%New
Hsbc Hldgs Plc265$21.9K0.0%New
Capital Grp Fixed Incm Etf T805$21.9K0.0%New
Norwegian Cruise Line Hldg L1.17K$21.8K0.0%New
Touchstone Etf Trust861$21.8K0.0%New
Expedia Group, Inc.EXPE94$21.7K0.0%New
Sandisk CorpSNDK34$21.6K0.0%New
Slb Limited/NvSLB419$21.5K0.0%New
The Campbells Company964$21.5K0.0%New
Vontier CorpVNT602$21.4K0.0%New
Prestige Consmr Healthcare I360$21.3K0.0%New
Amplify Etf Tr425$21.2K0.0%New
Cintas CorpCTAS125$21.1K0.0%New
Vse Corp114$21K0.0%New
Carlisle Cos Inc63$21K0.0%New
Vaneck Etf Trust175$21K0.0%New
Vaneck Ethereum Tr683$20.9K0.0%New
Definium TherapeDFTX1.1K$20.8K0.0%New
Saia IncSAIA59$20.7K0.0%New
Townebank Portsmouth Va603$20.3K0.0%New
United Parcel Service IncUPS205$20.2K0.0%New
Otter Tail CorpOTTR230$20.1K0.0%New
Verisk Analytics, Inc.VRSK106$20.1K0.0%New
Fifth Third Bancorp432$20.1K0.0%New
Lennar Corp231$20.1K0.0%New
Iron Mtn Inc Del196$20K0.0%New
Bitfarms Ltd10K$19.5K0.0%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.