13F

Investor

OpenArc Corporate Advisory, LLC

CIK 0002111345 · filed 2026-05-11 · SEC filing

13F book

$6.98B

Positions

716

115 new · 45 sold

Largest name

5.7%

Nvidia Corp · NVDA

Est. mark

−$142.8M

Price effect on 601 names still held. Flow $1.08B.
NameTickerSharesValueWeightEst. markChange
Nvidia CorpNVDA2.27M$395.6M5.7%−$21.4MAdded$65.8M
Ishares Tr752.9K$321M4.6%−$35.3MCut−$55.7M
Blackrock Etf Trust7.93M$261.3M3.7%−$1.86MAdded$84.1M
Tcw Etf Trust2.33M$228.1M3.3%$2.69MAdded$67.5M
J P Morgan Exchange Traded F4.81M$226.5M3.2%−$1.15MAdded$25.5M
Ishares Tr2.34M$212.1M3.0%$2.28MAdded$21.3M
Ab Active Etfs Inc4.62M$202.6M2.9%New
Blackrock Etf Trust3.32M$193.3M2.8%−$8.71MAdded−$8.02M
Home Depot, Inc.HD583.8K$192M2.7%−$4.11MAdded$99M
Spdr Gold Tr433K$186.3M2.7%$14.1MAdded$21.5M
Vanguard Scottsdale Fds1.82M$170.7M2.4%$2.12MAdded$34.8M
J P Morgan Exchange Traded F2.34M$167.7M2.4%$48.7KAdded$51.2M
Ishares Tr747.1K$159.6M2.3%$2.24MAdded$18M
Blackrock Etf Trust Ii2.71M$140.9M2.0%−$1.95MAdded$18.5M
Apple Inc.AAPL489K$124.1M1.8%−$6.36MAdded$28.4M
Roper Technologies IncROP311.7K$110.3M1.6%−$28.5MCut−$257.3M
Ishares Tr1.48M$110M1.6%$113.8KAdded$107.2M
United Parcel Service IncUPS1.06M$103.9M1.5%−$667KAdded$22.2M
Vanguard Growth Etf224K$97.8M1.4%−$4.67MAdded$53.2M
Amazon Com IncAMZN455K$94.8M1.4%−$6.91MAdded$24M
Microsoft CorpMSFT242.5K$89.8M1.3%−$23.6MAdded−$10.7M
Amgen IncAMGN244.8K$86.1M1.2%$5.55MAdded$12.1M
Abacus Fcf Etf Tr1.06M$75.2M1.1%−$243KCut−$10.4M
Blackrock Etf Trust Ii1.45M$72.6M1.0%−$771.9KAdded$5.6M
Palantir Technologies Inc.PLTR480.4K$70.3M1.0%−$10.2MAdded$12.8M
Ishares Tr989.9K$69.3M1.0%New
Meta Platforms, Inc.META111.9K$64M0.9%−$7.88MAdded$4.89M
Ishares Tr765.3K$63.4M0.9%−$5.68MAdded$7.76M
Broadcom Inc.AVGO204K$63.1M0.9%−$5.73MAdded$8.95M
Ishares Tr2.75M$63M0.9%−$15.3KAdded$60M
Invesco Exchange Traded Fd T324K$62.2M0.9%$116.6KCut−$2.2M
Walmart Inc.WMT497.7K$61.8M0.9%$5.86MAdded$11.1M
Alphabet Inc209.5K$60.1M0.9%−$4.08MAdded$12.6M
Ishares Tr475.9K$56.4M0.8%−$356.9KCut−$10.7M
HCA Healthcare, Inc.HCA118.9K$56.3M0.8%$623.6KAdded$10.7M
Ishares Inc711.3K$49.6M0.7%$1.8MCut−$149.5M
Alphabet Inc171.5K$49.3M0.7%−$3.45MAdded$6.88M
Ishares Tr478.4K$48.2M0.7%−$129.5KAdded$34.3M
Southern Co451.5K$43.6M0.6%$4.14MAdded$4.88M
Disney Walt Co393.4K$37.9M0.5%−$6.04MAdded−$1.59M
Ishares Tr805K$37.2M0.5%$627.9KCut−$53.4M
Exxon Mobil Corp208.7K$35.4M0.5%$9.29MAdded$12.8M
Ishares Tr136.3K$29.8M0.4%$460KAdded$5.5M
Ishares Tr45.2K$29.5M0.4%−$1.11MAdded$5.58M
Dell Technologies Inc.DELL177.8K$29.2M0.4%$790.6KAdded$26.6M
Vanguard Intl Equity Index F488.9K$26.4M0.4%$53.5KAdded$16.5M
Blackrock Etf Trust Ii1.08M$25.9M0.4%−$70.8KAdded$12.8M
Mcdonalds CorpMCD80K$24.9M0.4%$358KAdded$3.65M
J P Morgan Exchange Traded F481.6K$24.1M0.3%−$120.2KAdded$12.2M
Jpmorgan Chase & Co.80.7K$23.7M0.3%−$2.08MAdded−$161.8K
Graphic Packaging Hldg Co2.35M$23.4M0.3%−$156.1KAdded$22.9M
Eli Lilly & CoLLY25.3K$23.3M0.3%−$3.56MAdded−$1.38M
J P Morgan Exchange Traded F429.5K$23.1M0.3%−$108.5KAdded$3.54M
Johnson & JohnsonJNJ92.6K$22.6M0.3%$2.73MAdded$7.57M
Ishares Gold Tr254.3K$22.4M0.3%$1.26MAdded$7.8M
Hp IncHPQ1.13M$21.6M0.3%−$3.07MAdded−$655.9K
AbbVie Inc.ABBV98.5K$21.4M0.3%−$909.9KAdded$2.53M
Vanguard Index Fds97.6K$21.2M0.3%$208.1KAdded$13.1M
Ishares Inc268.5K$21.1M0.3%$1.57MAdded$2.07M
Spdr S&P 500 Etf Tr32.1K$20.9M0.3%−$960.2KAdded$123.9K
Spdr Series Trust218.6K$20.7M0.3%$789.1KCut−$2.73M
Spdr Series Trust210.9K$20.4M0.3%$512.4KCut−$991.2K
ConocophillipsCOP152.5K$20.1M0.3%$5.83MAdded$5.93M
Mastercard IncMA40.1K$20M0.3%−$2.18MAdded$2.57M
Berkshire Hathaway Inc Del40.2K$19.3M0.3%−$805.9KAdded$2.01M
Vanguard Scottsdale Fds66.3K$19.1M0.3%−$845.1KCut−$958K
Vanguard Tax-Managed Fds294.2K$18.9M0.3%$208.5KAdded$10.8M
Ishares Tr185.6K$18M0.3%$190.1KAdded$1.43M
Phillips 66PSX97.7K$17.8M0.3%$5.19MCut$5.13M
Valero Energy Corp69.9K$17.3M0.2%$3.58MAdded$10.4M
Coca Cola CoKO220.1K$16.7M0.2%$1.07MAdded$4.6M
Vanguard Intl Equity Index F221.5K$16.6M0.2%$146.2KAdded$9.65M
Wells Fargo Co New207.6K$16.5M0.2%−$2.53MAdded−$789.1K
Spdr Series Trust355.4K$16.1M0.2%−$131.5KCut−$5.89M
Vanguard Index Fds52.7K$15.9M0.2%$3.3KAdded$8.98M
Bank America Corp326.4K$15.9M0.2%−$1.68MAdded$1.16M
Bank Montreal Que116.1K$15.7M0.2%$644KAdded$652K
Fidelity Covington Trust305.4K$15.3M0.2%−$1.09MAdded$2.64M
Netflix IncNFLX158.4K$15.2M0.2%$192.7KAdded$7.67M
Vanguard Index Fds75.7K$14.9M0.2%$377.2KAdded$1.03M
Tesla, Inc.TSLA38.7K$14.4M0.2%−$2.13MAdded$2.14M
Morgan Stanley86K$14.1M0.2%−$906.8KAdded$1.72M
Amphenol Corp New106.1K$13.4M0.2%−$618.6KAdded$3.89M
Costco Whsl Corp New13.4K$13.4M0.2%$1.63MAdded$2.94M
Visa Inc.V42.3K$12.8M0.2%−$1.96MAdded−$1.37M
Lowes Cos Inc53.7K$12.7M0.2%−$214.7KAdded$2.09M
Ishares Tr116.6K$12.4M0.2%−$112KCut−$948.9K
Nextera Energy Inc132.6K$12.3M0.2%$1.2MAdded$4.64M
Texas Instrs Inc61.8K$12M0.2%$1.12MAdded$2.59M
Parker-Hannifin CorpPH13.3K$11.9M0.2%$120.4KAdded$5.37M
Unitedhealth Group IncUNH43.8K$11.9M0.2%−$1.97MAdded$918K
Linde PlcLIN22.7K$11.2M0.2%$1.12MAdded$4.35M
Plains All Amern Pipeline L500K$11.2M0.2%$2.19MHeld
American Express CoAXP36.7K$11.1M0.2%−$2.36MAdded−$1.83M
Vanguard Index Fds18.3K$10.9M0.2%−$479KAdded$789K
RTX CorpRTX56.5K$10.9M0.2%$525.7KAdded$758.3K
Csx CorpCSX265.1K$10.9M0.2%$956.2KAdded$3.66M
Hilton Worldwide Hldgs Inc35.6K$10.8M0.2%$483.2KAdded$2.57M
Trane Technologies PlcTT25.8K$10.8M0.2%$429.2KAdded$4.7M
Tjx Cos Inc New65.7K$10.5M0.1%$330.5KAdded$2.16M
Booking Holdings Inc.BKNG2.45K$10.3M0.1%−$2.15MAdded$255.7K
Taiwan Semiconductor Mfg Ltd30.1K$10.2M0.1%$1.02MCut$569.8K
Caterpillar IncCAT14.3K$10.1M0.1%$1.84MAdded$2.32M
Ishares Tr55.4K$10.1M0.1%−$1.01MCut−$22M
Eaton Corp PlcETN27.7K$9.89M0.1%$1.04MAdded$1.43M
Entergy Corp New87.7K$9.86M0.1%$1.14MAdded$4.59M
Thermo Fisher Scientific Inc.TMO20.1K$9.86M0.1%−$1.63MAdded−$904.2K
Lam Research CorpLRCX45.3K$9.67M0.1%$1.11MAdded$5.22M
Oklo Inc.OKLO189.6K$9.4M0.1%−$3.86MAdded−$3.09M
Howmet Aerospace Inc.HWM40.3K$9.29M0.1%$1.03MCut−$1.49M
Ishares Tr78.4K$9.23M0.1%−$883.7KCut−$37.6M
Pepsico IncPEP59.4K$9.22M0.1%$539.7KAdded$2.64M
Metallus Inc.MTUS545.7K$8.92M0.1%−$335.7KAdded$1.89M
Republic Svcs Inc40.6K$8.88M0.1%$277.7KAdded$576.9K
Western Digital CorpWDC32.8K$8.87M0.1%$3.22MCut$2.64M
Ishares Tr155K$8.8M0.1%$307.8KAdded$705.1K
Fidelity Merrimack Str Tr179.9K$8.21M0.1%−$63.1KAdded$1.29M
Ecolab Inc.ECL30K$7.99M0.1%$79.3KAdded$2.04M
Martin Marietta Matls Inc13.5K$7.97M0.1%−$425.4KAdded$171.5K
Advanced Micro Devices IncAMD37.6K$7.65M0.1%−$396.8KAdded−$268.9K
Boston Scientific CorpBSX119.8K$7.52M0.1%−$3.91MCut−$5.84M
Spdr Series Trust80.8K$7.4M0.1%$10.5KAdded$3.71M
Eqt CorpEQT113.5K$7.22M0.1%$839.8KAdded$2.74M
Goldman Sachs Group Inc8.54K$7.22M0.1%−$242.3KAdded$769.5K
Asml Holding N V5.42K$7.15M0.1%$1.11MAdded$2.41M
S&P Global Inc.SPGI16.7K$7.1M0.1%$6.2MCut−$1.68M
AecomACM83.1K$7.05M0.1%−$716.8KAdded$547.5K
BlackRock, Inc.BLK7.23K$6.95M0.1%−$785.2KCut−$926.5K
Ishares Tr61.1K$6.92M0.1%−$581.4KAdded−$144.4K
Welltower Inc.WELL34.8K$6.88M0.1%$421.2KCut$116.8K
Intuit Inc.INTU15.3K$6.6M0.1%−$1.72MAdded$1.64M
Merck & Co., Inc.MRK54.3K$6.53M0.1%$671.7KAdded$1.83M
Fermi Inc.FRMI1.1M$6.42M0.1%−$2.38MHeld
Ishares Tr62.2K$6.33M0.1%$204.7KCut−$6.29M
Gilead Sciences, Inc.GILD45.4K$6.33M0.1%$739.5KAdded$875.5K
J P Morgan Exchange Traded F123K$6.27M0.1%$1.08KAdded$4.9M
Vanguard World Fd8.95K$6.24M0.1%−$482.7KAdded−$248.9K
Gallagher Arthur J & Co28.2K$6.12M0.1%−$899.5KAdded$601.8K
Stryker CorpSYK18.3K$6.02M0.1%−$323.2KAdded$1.05M
Rocket Lab CorpRKLB90.6K$5.82M0.1%−$235.4KAdded$2.85M
Intercontinental Exchange In36.5K$5.74M0.1%−$38.8KAdded$4.4M
Ishares Tr57.4K$5.69M0.1%−$22.2KAdded$2.05M
At&T Inc181.7K$5.27M0.1%$730.4KAdded$896.2K
Astrazeneca Plc OrdAZN26.7K$5.26M0.1%New
Old Dominion Freight Line In26.9K$5.26M0.1%$783KAdded$2.07M
Cadence Design System Inc18.7K$5.2M0.1%−$394KAdded$1.65M
Oracle Corp34.9K$5.13M0.1%−$1.15MAdded$424.1K
Chevron Corp NewCVX24.8K$5.13M0.1%$1.12MAdded$2.01M
Ishares Tr49.5K$5.06M0.1%−$14.4KCut−$448.5K
Ishares Tr32.5K$5.04M0.1%−$417.1KCut−$1.35M
International Business Machs20.8K$5.04M0.1%−$1.03MAdded−$653K
Ross Stores, Inc.ROST21.3K$4.62M0.1%$777.6KCut$772.8K
Fidelity Covington Trust81.9K$4.53M0.1%−$59.3KAdded$2.21M
Acuity Inc16K$4.48M0.1%−$1.15MAdded−$697.5K
General Dynamics CorpGD13K$4.47M0.1%$85.2KAdded$101.3K
Cava Group, Inc.CAVA55.2K$4.47M0.1%$1.23MCut$1.2M
Amentum Holdings, Inc.AMTM170.4K$4.44M0.1%−$497.4KCut−$1.37M
Vanguard Whitehall Fds67.6K$4.44M0.1%−$117.7KCut−$1.54M
J P Morgan Exchange Traded F58.5K$4.43M0.1%$37.9KAdded$1.13M
Berkshire Hathaway Inc Del6$4.31M0.1%−$36.7KAdded$3.55M
Procter And Gamble CoPG29.8K$4.3M0.1%$33.6KCut−$253.1K
Allstate Corp20.7K$4.29M0.1%−$9.87KAdded$1.76M
Invesco Qqq Tr7.41K$4.27M0.1%−$242.4KAdded$269.5K
Williams Cos Inc58.6K$4.27M0.1%$711.3KAdded$892.1K
Kinder Morgan Inc Del124.7K$4.18M0.1%$668.8KAdded$1.14M
Paychex IncPAYX45K$4.14M0.1%−$901.8KCut−$959.1K
Ishares Tr49.2K$4.11M0.1%$53.6KCut−$271.7K
Truist Finl Corp88.7K$4.08M0.1%−$287.5KCut−$650K
Vanguard Charlotte Fds84.8K$4.07M0.1%−$22.9KCut−$7.97M
Vanguard Scottsdale Fds36.2K$3.97M0.1%−$436.9KCut−$980.4K
Hewlett Packard Enterprise C165.9K$3.95M0.1%−$34.8KCut−$336.8K
ServiceNow, Inc.NOW37.4K$3.91M0.1%−$1.67MAdded−$1.35M
Cameco CorpCCJ35.8K$3.89M0.1%$508.1KAdded$1.17M
Johnson Ctls Intl Plc28K$3.67M0.1%$303.6KAdded$426.6K
Vanguard Index Fds14K$3.67M0.1%$46.2KAdded$669.6K
Bank New York Mellon Corp30.6K$3.63M0.1%$75.6KAdded$180.1K
Autonation, Inc.AN18.3K$3.58M0.1%−$109.9KAdded$1.56M
Vanguard Scottsdale Fds43.2K$3.57M0.1%−$43.2KCut−$509.7K
Public Svc Enterprise Grp In43.9K$3.55M0.1%$28.5KCut−$389.6K
Ishares Tr14.1K$3.49M0.1%$25.9KCut$8.14K
Ssga Active Etf Tr86.1K$3.45M0.0%−$97.3KCut−$419.8K
Natera, Inc.NTRA16.9K$3.39M0.0%−$492.5KCut−$518.7K
Autozone IncAZO999$3.37M0.0%−$810Added$3.17M
Ishares Tr35.2K$3.34M0.0%−$9.5KCut−$457.7K
Cisco Sys Inc42.9K$3.33M0.0%$19.8KAdded$603.9K
Vanguard Index Fds37K$3.28M0.0%$3.42KAdded$1.84M
Select Sector Spdr Tr64.7K$3.2M0.0%−$333.2KAdded−$183.4K
Emerson Elec Co24.1K$3.16M0.0%−$36.9KAdded$277.5K
Vaneck Etf Trust108.4K$3.11M0.0%−$69.9KCut−$2.5M
Xcel Energy Inc39K$3.09M0.0%$217.4KCut−$11K
Ishares Tr14.3K$3.02M0.0%−$12.8KAdded$59.6K
Blackstone Secd Lending Fd127.1K$3.01M0.0%−$325KAdded−$230.9K
Simon Ppty Group Inc New16K$2.99M0.0%$22.4KAdded$76.3K
Abbott LabsABT29.1K$2.98M0.0%−$595.6KAdded−$314.6K
Ishares Silver Tr43.4K$2.96M0.0%$154.2KAdded$288K
Micron Technology IncMU8.71K$2.94M0.0%$173.2KAdded$2M
Seagate Technology Hldngs Pl7.45K$2.92M0.0%$797.6KAdded$1.03M
Ishares Tr19.6K$2.88M0.0%−$3.98KAdded$1.95M
Ishares Tr15K$2.87M0.0%−$42.8KAdded$1.62M
Vanguard Index Fds8.93K$2.86M0.0%−$100.7KAdded$532.9K
Dimensional Etf Trust73.6K$2.86M0.0%−$41KAdded$634.2K
Arista Networks, Inc.ANET23K$2.82M0.0%−$164.2KAdded$217.3K
Marathon Pete Corp11.6K$2.82M0.0%$941.9KCut$916.2K
Anterix Inc.ATEX73.8K$2.82M0.0%New
Digital Rlty Tr Inc15.3K$2.76M0.0%$374.8KAdded$488.9K
Manulife Finl Corp79.4K$2.73M0.0%−$145.9KAdded−$141.6K
Deere & CoDE4.81K$2.71M0.0%$184.3KAdded$1.83M
Intuitive Surgical IncISRG5.83K$2.69M0.0%−$564.7KAdded−$348.5K
Medtronic PlcMDT30.9K$2.68M0.0%−$291.1KCut−$360.6K
Select Sector Spdr Tr24.1K$2.67M0.0%−$165.5KCut−$359.3K
Synchrony Financial39.1K$2.66M0.0%−$582.6KAdded−$492.3K
Analog Devices IncADI8.3K$2.64M0.0%$206.9KAdded$1.45M
Qualcomm Inc20.3K$2.62M0.0%−$702.3KAdded−$223.4K
Verizon Communications IncVZ51.8K$2.6M0.0%$450.3KAdded$665.3K
Fiserv IncFISV46.4K$2.59M0.0%−$399.5KAdded$227K
Select Sector Spdr Tr23.6K$2.57M0.0%−$246.4KCut−$428.7K
Philip Morris Intl Inc15.5K$2.56M0.0%$52.7KAdded$850K
Vanguard Scottsdale Fds32.1K$2.54M0.0%−$14.8KCut−$258.2K
Te Connectivity PlcTEL11.9K$2.5M0.0%−$163.4KAdded$486.1K
Palo Alto Networks IncPANW15.5K$2.48M0.0%−$369.1KCut−$943.6K
Ishares Tr6.63K$2.46M0.0%−$101.7KAdded$41K
Freeport-Mcmoran IncFCX41.4K$2.44M0.0%$262.2KAdded$768.3K
Coca-Cola Europacific Partne26.5K$2.4M0.0%−$764Added$94.2K
Uber Technologies, IncUBER33.3K$2.4M0.0%−$325.7KCut−$425.7K
Union Pac Corp9.87K$2.39M0.0%$111.5KCut$29.2K
Ge Aerospace8.38K$2.38M0.0%−$149KAdded$487.5K
Ishares Tr51.5K$2.38M0.0%−$12.2KAdded$753.1K
SharkNinja, Inc.SN22.3K$2.36M0.0%New
Kiniksa Pharmaceuticals Intl48.4K$2.33M0.0%$233.6KAdded$931.4K
Ishares Tr76.2K$2.31M0.0%−$48.8KCut−$1.12M
D-Wave Quantum Inc.QBTS159.4K$2.3M0.0%−$577.4KAdded$1.01M
Boeing Co11.5K$2.29M0.0%−$133.4KAdded$689.4K
Janus Detroit Str Tr45.4K$2.29M0.0%−$4.24KAdded$1.26M
Progressive Corp11.5K$2.28M0.0%−$338.9KCut−$6.54M
Abacus Fcf Etf Tr73K$2.28M0.0%$58.8KAdded$1.48M
Keurig Dr Pepper Inc.KDP84.8K$2.23M0.0%−$138.8KAdded−$80.1K
Azz IncAZZ17.6K$2.21M0.0%$316.1KAdded$317.9K
American Centy Etf Tr27.4K$2.21M0.0%$96.1KAdded$125.1K
Enterprise Prods Partners L57.7K$2.18M0.0%$333.6KCut$242.7K
Cencora, Inc.COR6.85K$2.15M0.0%−$161.7KCut−$188K
Ishares Tr15.1K$2.15M0.0%−$33.4KAdded$1.36M
Blackstone Inc.BX18.5K$2.13M0.0%−$439.1KAdded$402.5K
Applovin CorpAPP5.31K$2.11M0.0%−$1.15MAdded−$706.2K
Calix, IncCALX42.6K$2.09M0.0%New
Ishares Tr16.8K$2.08M0.0%$63.5KAdded$232.7K
Vaneck Etf Trust5.38K$2.06M0.0%$125.2KCut$120.5K
Leidos Holdings, Inc.LDOS13.2K$2.05M0.0%−$290.5KAdded−$60.1K
Lockheed Martin CorpLMT3.38K$2.04M0.0%$339.2KAdded$679.5K
Ishares Tr29K$2.03M0.0%$20.5KAdded$162.8K
GE Vernova Inc.GEV2.31K$2.02M0.0%$329.9KAdded$1.03M
Ishares Tr47.2K$2.01M0.0%$38.8KAdded$1.52M
Citigroup Inc17.7K$2.01M0.0%−$47.5KAdded$315.1K
Pimco Etf Tr37.8K$1.97M0.0%−$6.85KAdded$340.9K
Lamb Weston Hldgs Inc46.3K$1.96M0.0%$17.1KCut$9.68K
Novartis Ag12.8K$1.95M0.0%$141.2KAdded$643.7K
Select Sector Spdr Tr13.1K$1.91M0.0%−$106.9KCut−$155.2K
Realty Income CorpO29.2K$1.79M0.0%$140.5KCut$127.1K
Bristol-Myers Squibb Co29.3K$1.78M0.0%$88.1KAdded$1.07M
Chart Inds Inc8.54K$1.76M0.0%$4.44KAdded$4.85K
Ishares Tr20.3K$1.76M0.0%−$7.54KAdded$364K
Ishares Inc29.2K$1.76M0.0%$44.9KAdded$754.5K
Ingersoll Rand Inc.IR21.2K$1.7M0.0%New
Samsara Inc.IOT53.4K$1.69M0.0%−$128.9KAdded$476.3K
Ishares Tr11.9K$1.69M0.0%−$78.1KAdded$150.1K
Applied Matls Inc4.92K$1.68M0.0%$403.7KAdded$458.7K
Spdr Series Trust34.9K$1.67M0.0%−$5.58KCut−$160.2K
Ishares Tr5.22K$1.66M0.0%New
Monte Rosa Therapeutics, Inc.GLUE100.2K$1.65M0.0%New
Blackrock Etf Trust23.1K$1.62M0.0%−$63.7KAdded$430.2K
Vanguard Mun Bd Fds32.5K$1.62M0.0%−$1.62KAdded$1.42M
SailPoint, Inc.SAIL121.3K$1.61M0.0%New
Pnc Finl Svcs Group Inc7.68K$1.6M0.0%−$3.58KAdded$432K
Amcor Plc Com New39K$1.55M0.0%New
Metlife Inc21.8K$1.54M0.0%−$146.4KAdded$133.1K
Vanguard Scottsdale Fds32.5K$1.52M0.0%−$4.22KCut−$229.1K
Par Pac Holdings Inc24.2K$1.52M0.0%$665.9KCut$314.5K
Principal Financial Group In16.7K$1.5M0.0%$31.6KAdded$35.3K
Schwab Strategic Tr46.9K$1.44M0.0%$56.1KAdded$965.1K
Ishares Inc14K$1.43M0.0%−$15.3KAdded$435.2K
Vanguard Whitehall Fds9.49K$1.41M0.0%$42.8KAdded$60.9K
Shopify Inc.SHOP11.8K$1.4M0.0%−$455.1KAdded−$325.7K
Select Sector Spdr Tr8.68K$1.4M0.0%$47.8KAdded$282K
Capital One Finl Corp7.62K$1.39M0.0%−$368KAdded−$98.3K
Delta Air Lines Inc DelDAL20.9K$1.39M0.0%−$47.7KAdded$255.1K
Vanguard Scottsdale Fds23.2K$1.38M0.0%−$8.83KCut−$310K
Ishares Tr59.6K$1.38M0.0%−$12.8KAdded$167.6K
Spdr Dow Jones Indl Average2.98K$1.38M0.0%−$38.4KAdded$315.4K
Agnico Eagle Mines LtdAEM6.77K$1.37M0.0%$226.5KCut−$13.9K
Pfizer IncPFE48.7K$1.37M0.0%$122.4KAdded$410.4K
Spdr Series Trust12.4K$1.34M0.0%$33.8KAdded$546.9K
Crowdstrike Hldgs Inc3.43K$1.34M0.0%−$208.3KAdded$92.8K
Sunopta Inc206.3K$1.34M0.0%$552.9KHeld
Prologis Inc.10.1K$1.34M0.0%$32KAdded$431.5K
Ishares Tr28.1K$1.33M0.0%−$5.04KAdded$530.7K
Halozyme Therapeutics, Inc.HALO20K$1.29M0.0%−$51.5KAdded−$7.33K
Salesforce, Inc.CRM6.8K$1.27M0.0%−$467.5KAdded−$313K
Cardinal Health IncCAH6.01K$1.27M0.0%$34.9KCut−$4.93K
Blackrock Etf Trust39.3K$1.26M0.0%New
Ishares Bitcoin Trust EtfIBIT32.8K$1.26M0.0%−$228KAdded$253K
Vanguard Scottsdale Fds12.4K$1.24M0.0%$8.05KCut−$116.7K
Ishares Tr6.51K$1.23M0.0%$53KAdded$89.2K
Ishares U S Etf Tr20.7K$1.23M0.0%New
Ishares Tr10.1K$1.22M0.0%−$61.8KAdded$182.6K
Kimberly Clark CorpKMB12.5K$1.21M0.0%−$15.8KAdded$845.1K
Goldman Sachs Etf Tr23.9K$1.2M0.0%−$18.1KAdded$850.4K
Shell Plc12.6K$1.18M0.0%$192.7KAdded$449.5K
Ferrari N.V.RACE3.46K$1.17M0.0%−$107.6KCut−$893.6K
Automatic Data Processing In5.75K$1.17M0.0%−$217.9KAdded$131K
Rio Tinto Plc12.3K$1.15M0.0%$141.6KAdded$290.7K
Spotify Technology S.A.SPOT2.35K$1.14M0.0%−$225.1KCut−$228.6K
Select Sector Spdr Tr18.3K$1.12M0.0%$249.9KAdded$447.8K
Portland Gen Elec Co21.2K$1.12M0.0%$99.1KAdded$121.2K
Mondelez Intl Inc19.3K$1.11M0.0%$73.7KCut−$2.14M
Schwab Charles Corp11.5K$1.08M0.0%−$57.9KAdded$108.1K
Vertex Pharmaceuticals Inc2.4K$1.07M0.0%−$12.6KAdded$233K
Vaneck Etf Trust53.7K$1.06M0.0%New
Altria Group, Inc.MO16K$1.06M0.0%$75.2KAdded$535.7K
Vanguard Index Fds5.7K$1.05M0.0%$28KAdded$331.9K
Vaneck Etf Trust22.6K$1.05M0.0%−$16.5KCut−$31.4K
Vanguard World Fd8.62K$1.04M0.0%−$108.6KAdded−$102.1K
Vanguard Bd Index Fds14.1K$1.04M0.0%−$5.21KAdded$137.8K
Mercadolibre IncMELI598$1.03M0.0%−$170.6KCut−$255.2K
Danaher Corporation5.45K$1.03M0.0%−$214.3KCut−$462K
Warner Bros. Discovery, Inc.WBD37.4K$1.03M0.0%−$50.9KCut−$1.43M
Live Nation Entertainment In6.72K$1.03M0.0%$67.3KCut−$109K
Accenture Plc Ireland5.07K$1.01M0.0%−$355KCut−$442.7K
Ishares Tr37.5K$1M0.0%−$19.7KAdded$72.6K
Select Sector Spdr Tr7.48K$994.1K0.0%−$49.7KAdded$347.8K
Ishares Tr34.6K$989.8K0.0%New
Aflac IncAFL8.72K$957K0.0%−$4.88KCut−$39.4K
Global X Fds19.3K$935.4K0.0%$100.2KAdded$184.1K
Tennant CoTNC14.1K$934.8K0.0%−$102.8KCut−$878.1K
Arrow Electrs Inc6.5K$932.2K0.0%$71.9KAdded$693.7K
Travere Therapeutics, Inc.TVTX31K$921K0.0%−$263.5KHeld
Mp Materials Corp19K$918.4K0.0%−$14.1KAdded$602.3K
Vanguard Specialized Funds4.26K$915.9K0.0%−$9.63KAdded$467.4K
Affirm Hldgs Inc19.9K$913.2K0.0%−$87.9KAdded$684.5K
State Str Corp6.97K$882.6K0.0%−$15.8KAdded$50.1K
Ishares Tr17.1K$873.7K0.0%−$9.21KCut−$575.8K
Schwab Strategic Tr36K$873.2K0.0%−$3.6KCut−$378K
Restaurant Brands Intl Inc11.8K$872.7K0.0%$67KCut−$322.8K
Parsons Corp Del16.1K$870.1K0.0%−$122.6KCut−$125.3K
Ishares Inc19.1K$868.6K0.0%$23.9KAdded$54.9K
Cme Group Inc.CME2.85K$843.2K0.0%$32.6KAdded$442.9K
Sony Group Corp40.6K$841.4K0.0%−$149KAdded$63.2K
Schwab Strategic Tr32.4K$830.8K0.0%−$40.9KAdded−$36.4K
Ishares Tr7K$828.9K0.0%$33.1KCut$4.56K
Intel CorpINTC18.8K$828.1K0.0%$79.4KAdded$422.7K
Northrop Grumman Corp1.21K$823.8K0.0%$135KCut$132.8K
Somnigroup International Inc.SGI11.1K$823.3K0.0%−$85.1KAdded$328.5K
Cheniere Energy, Inc.LNG2.83K$803.9K0.0%New
Equinix IncEQIX807$791.1K0.0%$143.6KAdded$277K
Starbucks CorpSBUX8.81K$789.3K0.0%$41.6KAdded$138.8K
Banco Bilbao Vizcaya Argenta35.9K$777.1K0.0%−$42.6KAdded$175.4K
Cloudflare, Inc.NET3.73K$769.9K0.0%$34.3KCut$2.15K
Darden Restaurants IncDRI3.92K$769.3K0.0%$47.2KCut−$1.67M
Brookfield Corp18.8K$760.5K0.0%−$87.7KAdded$17.6K
Corning Inc5.59K$759.8K0.0%$257.2KAdded$294.6K
Ishares Tr2.42K$758.5K0.0%−$22.2KCut−$235.1K
Prudential Finl Inc7.74K$756K0.0%−$59.1KAdded$317K
Targa Res Corp3K$752.7K0.0%$131.3KAdded$387K
Invesco Exchange Traded Fd T4.53K$751.4K0.0%$35.5KAdded$139.7K
Keysight Technologies, Inc.KEYS2.65K$747.4K0.0%$181.6KAdded$281.3K
Vaneck Etf Trust42.5K$745.3K0.0%−$2.9KAdded$318.2K
Planet Labs PbcPL26.7K$744.9K0.0%New
First Tr Exchange-Traded Fd6.63K$742K0.0%$27.6KHeld
Vanguard Index Fds2.58K$741.7K0.0%−$6.14KAdded$159.6K
Blackrock Utils Infrastructu28K$738.9K0.0%$19.3KCut$19.3K
Vanguard Whitehall Fds7.79K$733.9K0.0%$13KAdded$459K
Vanguard World Fd2.35K$733.4K0.0%$29.5KAdded$96.4K
Marriott Intl Inc New2.24K$733K0.0%$36.4KAdded$62.5K
Agilent Technologies, Inc.A6.36K$725.1K0.0%−$140.5KCut−$165.8K
Reliance, Inc.RS2.37K$720.9K0.0%New
Arcutis Biotherapeutics, Inc.ARQT30.6K$720.8K0.0%−$167.6KCut−$167.9K
Comcast Corp New24.8K$713K0.0%−$21.9KAdded$158.6K
Ishares Tr12.8K$707.7K0.0%−$21.2KAdded$195.7K
BWX Technologies, Inc.BWXT3.46K$706.5K0.0%$109KAdded$111.3K
Schwab Strategic Tr23.9K$698.3K0.0%−$82.2KCut−$174.7K
Ishares Tr8.74K$695K0.0%New
La-Z-Boy IncLZB21.5K$689.5K0.0%−$109.7KAdded−$107.3K
Ishares Tr4.98K$689.5K0.0%−$12.3KAdded$130.6K
Ishares Tr4.03K$680.5K0.0%$298Added$58.9K
Monster Beverage Corp New9.3K$674K0.0%−$29.4KAdded$138.3K
Natwest Group Plc44.8K$667.6K0.0%−$79.2KAdded$134.4K
Oreilly Automotive Inc7.2K$664.4K0.0%$7.92KCut−$18.4K
Ishares Tr6.08K$662.1K0.0%−$2.84KAdded$401.2K
Travelers Companies, Inc.TRV2.26K$658.9K0.0%$3.56KAdded$21.4K
Select Sector Spdr Tr8.03K$658K0.0%$33.7KAdded$49K
3M COMMM4.49K$651.5K0.0%−$58.8KAdded$18.3K
Honeywell Intl Inc2.88K$649.8K0.0%$64KAdded$246.4K
J P Morgan Exchange Traded F11.4K$648.4K0.0%−$2.37KAdded$406.1K
Schwab Strategic Tr13.2K$648K0.0%$25.2KAdded$341.8K
Ishares Inc10K$647.3K0.0%$6.9KCut$5.43K
Mckesson CorpMCK738$638.6K0.0%$21.4KAdded$249.8K
Corteva, Inc.CTVA7.55K$632K0.0%$108.9KAdded$194.5K
Colgate Palmolive CoCL7.39K$630.3K0.0%$39KAdded$134.6K
Regeneron Pharmaceuticals, Inc.REGN809$625.1K0.0%$513Added$111K
Vaneck Etf Trust6.72K$616.7K0.0%$29.7KAdded$192.4K
Kkr & Co Inc6.67K$616.5K0.0%−$126.7KAdded$154.8K
Invesco Exch Traded Fd Tr Ii7.79K$615.9K0.0%−$40.2KCut−$64.5K
Cummins IncCMI1.14K$613.4K0.0%$25.8KAdded$135.1K
Suncor Energy Inc New9.21K$609.2K0.0%$111.6KAdded$381.7K
Vulcan Matls Co2.22K$605.6K0.0%−$25.5KAdded$43.1K
Joby Aviation Inc73.1K$604.2K0.0%−$244.7KAdded−$49.7K
Transdigm Group IncTDG517$599.2K0.0%−$77.4KAdded−$3.24K
Quanta Svcs Inc1.09K$596.8K0.0%$132.2KAdded$157.4K
Atlanticus Holdings Corp11.4K$596.5K0.0%−$164.6KHeld
Chubb Limited1.83K$596.1K0.0%$18.6KAdded$176K
Hartford Insurance Group Inc4.36K$589.2K0.0%−$11.2KCut−$311.2K
Regions Financial Corp New22.4K$584.8K0.0%−$21.4KAdded−$5.66K
Global Pmts Inc8.65K$582.4K0.0%−$79.7KAdded−$27.8K
Soundhound Ai Inc83.6K$574.3K0.0%New
CARRIER GLOBAL CorpCARR10.2K$573.9K0.0%$31.6KAdded$93.2K
Ppg Inds Inc5.35K$572.1K0.0%New
Puma Biotechnology, Inc.PBYI89.5K$571.8K0.0%$39.3KAdded$40.1K
Oneok Inc /New/OKE6.25K$565.4K0.0%$75.4KAdded$237.2K
Ishares Tr17.7K$562.6K0.0%−$2.38KAdded$196.6K
Fedex CorpFDX1.57K$558.5K0.0%New
Fifth Third Bancorp12K$557.8K0.0%−$3.08KAdded$145.4K
Capital Group Growth Etf13.7K$552.3K0.0%−$58.8KCut−$77.4K
Us Bancorp Del10.6K$550.9K0.0%−$10.1KAdded$152K
Ishares Tr5.76K$550.9K0.0%$3.05KCut−$51.1K
Bhp Group Ltd7.5K$545.5K0.0%$66.5KAdded$221.1K
Duke Energy Corp New4.16K$544.3K0.0%$47.8KAdded$135.9K
Marvell Technology, Inc.MRVL5.43K$537.5K0.0%$76.4KCut−$55.9K
Norfolk Southn Corp1.87K$536.7K0.0%−$3.13KAdded$11.2K
General Mtrs Co7.16K$533.6K0.0%−$47.8KAdded−$36.4K
American Healthcare REIT, Inc.AHR11.3K$532.3K0.0%$1.13KCut−$83.5K
British Amern Tob Plc9.04K$528.5K0.0%$16.7KCut$16.2K
Spdr Series Trust18.4K$528.1K0.0%New
Southstate Bk Corp5.7K$527.5K0.0%−$9.07KCut−$26.9K
Gsk Plc9.55K$527.2K0.0%$54.8KAdded$90K
Dollar Gen Corp New4.44K$527.2K0.0%−$62.3KCut−$99.9K
Fidelity Covington Trust7.24K$525.3K0.0%New
Constellation Energy CorpCEG1.88K$524.7K0.0%−$118.9KAdded−$43K
Ishares Tr6.05K$524.4K0.0%$12.1KCut−$272K
Equifax IncEFX2.89K$520.4K0.0%−$47.4KAdded$241.6K
Global X Fds10.2K$519.5K0.0%$30.9KCut$24.9K
Ishares Tr8.03K$516.5K0.0%−$5.27KAdded−$3.09K
Ase Technology Hldg Co Ltd23.7K$513.5K0.0%$132.2KCut$103K
Cigna GroupCI1.92K$512.4K0.0%−$16.3KCut−$24K
Marsh & Mclennan Cos Inc2.95K$511.7K0.0%−$35.4KAdded−$31.9K
Invesco Ltd.IVZ20.8K$505.2K0.0%−$41.2KCut−$57.1K
American Centy Etf Tr4.53K$503.5K0.0%−$2.21KAdded$91.3K
Ciena CorpCIEN1.28K$498.9K0.0%$198.4KCut$100.8K
Air Prods & Chems Inc1.71K$496.4K0.0%$64.3KAdded$131.1K
Elevance Health Inc Formerly1.69K$494.5K0.0%−$85.5KAdded−$24K
Vertiv Holdings CoVRT1.97K$493.1K0.0%$174.3KCut$159.2K
Snowflake Inc.SNOW3.27K$492.9K0.0%−$224KCut−$240K
Viatris IncVTRS36.4K$492.4K0.0%$30.7KAdded$131.5K
Spdr S&P Midcap 400 Etf Tr798$492.2K0.0%$6.29KAdded$210.4K
Ishares Tr4.61K$491.2K0.0%−$923Cut−$248.7K
Cbre Group, Inc.CBRE3.62K$490.8K0.0%−$76.7KAdded$3.9K
Elevation Series Trust18.3K$490.6K0.0%−$43.4KHeld
Airbnb, Inc.ABNB3.87K$489K0.0%−$25.3KAdded$125.6K
Ing Groep N.V.18.7K$487.4K0.0%−$33.2KAdded$11.2K
Global X Fds26.4K$486.4K0.0%New
Totalenergies SeTTE5.34K$485.9K0.0%$121.1KAdded$176K
Canadian Nat Res Ltd9.96K$485.4K0.0%$148.2KCut$145.8K
Ishares Inc7.65K$479.1K0.0%−$7.38KAdded$155.2K
Conagra Brands Inc.CAG30.1K$473.8K0.0%−$30.6KAdded$140.9K
Eog Res Inc3.27K$472.3K0.0%$128.6KAdded$130.9K
Ishares Invest Grd Sys10.5K$471.4K0.0%−$5.69KAdded$38.1K
Vanguard Star Fds6.09K$469.8K0.0%$10.2KCut−$841
American Elec Pwr Co Inc3.55K$465.8K0.0%$47.5KAdded$118.5K
NIKE, Inc.NKE8.79K$464.6K0.0%−$88.7KAdded−$54.5K
Ishares Tr1.4K$460.5K0.0%New
Ishares Tr6.79K$458.8K0.0%$10.4KCut−$261.7K
Ametek Inc/AME2.13K$456.8K0.0%$19.3KCut−$6.79K
Sap Se2.65K$454.2K0.0%−$169.1KAdded−$118.8K
Autodesk, Inc.ADSK1.89K$451.5K0.0%−$87.7KAdded−$7.01K
Etf Ser Solutions15.3K$449.7K0.0%New
Unilever Plc7.88K$448.9K0.0%−$51.4KAdded$49.8K
Ishares Tr4.02K$447.3K0.0%−$6.46KAdded$158.6K
L3harris Technologies Inc1.29K$446.3K0.0%$51KAdded$155.9K
Enbridge Inc8.24K$446.2K0.0%$52KCut$22.7K
Waste Mgmt Inc Del1.94K$445.3K0.0%$14.3KAdded$134.5K
Ishares Tr6.5K$445.3K0.0%$6.99KAdded$95.1K
Yum Brands IncYUM2.86K$444.1K0.0%$10.6KAdded$61.5K
Schwab Strategic Tr14.5K$443.7K0.0%$7.51KAdded$193.8K
Ventas, Inc.VTR5.41K$442.5K0.0%$14.8KAdded$182.4K
Ferguson Enterprises Inc1.9K$442.5K0.0%$14.8KAdded$131.9K
Rockwell Automation, IncROK1.23K$440.3K0.0%−$37KCut−$69.3K
Cvs Health CorpCVS6.1K$438K0.0%−$37.7KAdded$40.5K
Vanguard Admiral Fds Inc1.06K$433.4K0.0%New
Wec Energy Group, Inc.WEC3.72K$431.1K0.0%$36.9KAdded$54K
Canadian Natl Ry Co4.19K$430.7K0.0%$16.4KCut$8.13K
Ishares 0-3 Month4.28K$430.3K0.0%New
Schwab Strategic Tr17.4K$429.6K0.0%New
Tidewater Inc New5.1K$425.9K0.0%$168.3KAdded$168.7K
Packaging Corp Amer2K$424K0.0%$11.5KAdded$27.6K
Alibaba Group Hldg Ltd3.38K$423.7K0.0%−$54.3KAdded$46.8K
Blackrock Etf Trust10.3K$422.6K0.0%New
Allogene Therapeutics, Inc.ALLO172.3K$420.3K0.0%$174.4KAdded$197K
Ishares Aaa Clo Active8.02K$415.6K0.0%$558Added$96.2K
Energy Transfer L P21.5K$414.1K0.0%$60.3KCut$47.3K
Sempra4.24K$411.6K0.0%$30.9KAdded$104.5K
Kla CorpKLAC278$409.3K0.0%$54.6KAdded$151.7K
Blackrock Etf Trust13.2K$405.9K0.0%−$6.37KAdded$173.9K
Select Sector Spdr Tr8.85K$405.9K0.0%$27.1KAdded$44.1K
Ishares Tr5.38K$405.8K0.0%New
Ishares Tr11.2K$402.6K0.0%New
Vanguard Bd Index Fds5.21K$402.5K0.0%−$2.95KAdded$74.2K
Illinois Tool Wks Inc1.53K$399K0.0%$13.4KAdded$163.6K
Paypal Hldgs Inc8.81K$398.5K0.0%−$115.9KCut−$310.9K
Adobe Inc.ADBE1.64K$398.4K0.0%−$120.4KAdded$4.32K
Crane Company2.33K$398.1K0.0%−$28.9KAdded$1.56K
Centrus Energy CorpLEU2.28K$396.1K0.0%New
Fidus Invt Corp22.6K$393.9K0.0%−$42.5KCut−$85.6K
Halliburton CoHAL10K$391.4K0.0%New
Spdr Series Trust15.2K$388.8K0.0%New
Ishares Tr4.64K$388.5K0.0%New
Ball CorpBALL6.54K$386.3K0.0%$27.9KAdded$145.9K
Lamar Advertising Co/NewLAMR3.04K$385.4K0.0%New
Ishares Tr6.7K$383.3K0.0%$30.4KAdded$34.8K
Tortoise Energy Infra Corp7.62K$379.8K0.0%$68.2KHeld
American Intl Group Inc5.05K$379.8K0.0%−$50.7KAdded−$41.7K
J P Morgan Exchange Traded F6.72K$373.1K0.0%New
American Tower Corp New2.16K$372.5K0.0%−$5.19KAdded$67.1K
Blackrock Etf Trust13K$369.4K0.0%−$2.8KAdded$162.6K
Orix Corp12.3K$368.8K0.0%$6.14KAdded$135.8K
Spdr Series Trust7.62K$368K0.0%$9.74KAdded$55.5K
Heico Corp New1.73K$365.2K0.0%−$62.1KAdded−$14.2K
Fastenal CoFAST7.86K$364.8K0.0%$33.6KAdded$149.9K
Argenx SEARGX499$364.4K0.0%−$55.2KCut−$88.9K
Vanguard World Fd1.62K$364.1K0.0%$20.8KAdded$34.3K
T-Mobile Us Inc1.73K$363.6K0.0%$10.3KAdded$64.5K
Royal Caribbean Group1.32K$363K0.0%−$4.93KCut−$170.9K
Occidental Pete Corp5.58K$362.8K0.0%New
Crown Castle Inc.CCI4.45K$361.7K0.0%New
Neuberger Engy Infrstr & Inc34.1K$358.9K0.0%$68.6KHeld
State Srt Spdr Prtfl Hgh15K$350.2K0.0%−$5.26KCut−$255.9K
Ford Mtr Co30.3K$349.1K0.0%−$43.5KAdded−$12K
Blackrock Etf Trust Ii7.25K$348.1K0.0%−$5.08KHeld
Global X Fds4.55K$347.8K0.0%New
Devon Energy Corp New6.86K$345.1K0.0%$84KAdded$120.3K
Ishares Tr7.11K$344.6K0.0%−$2.06KHeld
EMCOR Group, Inc.EME466$344.1K0.0%New
Ishares Tr3.61K$341.3K0.0%$2.42KHeld
Invesco Exch Traded Fd Tr Ii14.8K$340.2K0.0%−$3.11KCut−$516.7K
Snap-on IncSNA922$334.9K0.0%$12.6KAdded$101.3K
Select Sector Spdr Tr8.18K$333.9K0.0%$3.82KAdded$13.1K
Hasbro, Inc.HAS3.56K$333.4K0.0%$32.7KAdded$102.1K
Entegris IncENTG2.81K$329.8K0.0%$86.3KAdded$109.4K
Novo-Nordisk A S8.97K$329.7K0.0%−$126.8KCut−$155.2K
Regal Rexnord CorpRRX1.76K$329.6K0.0%New
Dicks Sporting Goods Inc1.64K$325.8K0.0%$525Cut−$289.5K
Ishares Tr3.5K$324.7K0.0%New
Ishares Tr3.45K$324.2K0.0%−$8.11KCut−$15.5M
Block Inc5.36K$322.6K0.0%−$18.3KAdded$80.2K
Dbx Etf Tr8.89K$321.4K0.0%−$5.96KCut−$162.7K
Mizuho Financial Group Inc40.5K$321.4K0.0%$16.9KAdded$121.8K
Otis Worldwide CorpOTIS4.15K$319.7K0.0%−$42.6KCut−$69K
Fidelity Covington Trust5.41K$319.5K0.0%$20.8KCut$15.1K
Woodward, Inc.WWD884$316.4K0.0%New
Ishares Aaa A Rated Cor6.64K$315.9K0.0%−$3.12KAdded$15.5K
Alumis Inc.ALMS14.2K$313.7K0.0%New
Spdr Series Trust1.23K$313.2K0.0%New
Haleon Plc31.2K$312.2K0.0%−$2.23KAdded$86.8K
Ppl Corp8.16K$311.9K0.0%$25.1KAdded$35.7K
Monolithic Pwr Sys Inc284$310.5K0.0%$42.3KAdded$105.7K
Genuine Parts CoGPC2.91K$308.1K0.0%−$48.1KAdded−$35.6K
Aercap Holdings Nv2.22K$305K0.0%−$10.8KAdded$68K
Mid-Amer Apt Cmntys Inc2.49K$304.3K0.0%−$41.8KCut−$48.6K
Pacer Fds Tr4.85K$303.7K0.0%$11.6KCut−$118.7K
First Ctzns Bancshares Inc D161$303.4K0.0%−$33.2KAdded$30.9K
Ishares Tr7.08K$301K0.0%New
Hershey CoHSY1.45K$300.8K0.0%New
Exchange Traded Concepts Tru9.09K$300.7K0.0%−$66.2KHeld
Credicorp LtdBAP886$300.5K0.0%$39.7KAdded$82.1K
Select Sector Spdr Tr6.01K$300.2K0.0%$21.6KAdded$88.1K
Iqvia Hldgs Inc1.76K$299.5K0.0%−$71.4KAdded$5.98K
Proshares Tr3.81K$299.1K0.0%New
Chipotle Mexican Grill IncCMG9.28K$297.2K0.0%New
Ishares U S Etf Tr5.88K$296.1K0.0%New
Ishares Tr4.35K$295.6K0.0%−$2.59KAdded$26.4K
Ge Healthcare Technologies I4.15K$295.4K0.0%−$42.5KAdded−$26K
Eaton Vance Tax-Managed Glob33.9K$293.1K0.0%−$26.3KAdded$4.82K
Copart IncCPRT8.75K$290.5K0.0%−$47.6KAdded−$22.8K
Ishares Tr2.44K$289.4K0.0%−$26KCut−$56.9K
Huntington Bancshares Inc18.2K$285.1K0.0%−$23KAdded$50.5K
Raymond James Finl Inc1.97K$284.9K0.0%New
Becton Dickinson & CoBDX1.8K$283.6K0.0%−$66.5KCut−$66.7K
Avalonbay Cmntys Inc1.74K$283.4K0.0%−$31.2KCut−$55.1K
Rentokil Initial Plc8.98K$282.6K0.0%New
Willis Towers Watson PlcWTW969$281.7K0.0%−$34KAdded−$13.1K
Rbb Fd Inc4.24K$279.7K0.0%−$24.6KHeld
Slb Limited/NvSLB5.4K$277.4K0.0%$70.2KCut$40.7K
Brown & Brown, Inc.BRO4.25K$277.3K0.0%−$45.8KAdded$25.2K
Ati IncATI1.9K$276.1K0.0%New
Pinnacle Finl Partners Inc Com3.19K$275K0.0%New
Relx Plc8.24K$273.3K0.0%New
Vanguard Bd Index Fds3.48K$273.1K0.0%New
Reinsurance Grp Of America I1.34K$273K0.0%New
Ally Finl Inc6.94K$272.1K0.0%−$35.4KAdded$7.92K
Capital Group Dividend Value6.38K$271.6K0.0%−$7.02KCut−$37.3K
Sanofi Sa5.59K$269.4K0.0%New
Wesco Intl Inc980$268.1K0.0%New
PBF Energy Inc.PBF5.62K$267.4K0.0%New
Take-Two Interactive Softwar1.33K$263.3K0.0%−$78KCut−$136.1K
Renaissancere Hldgs Ltd881$261.9K0.0%$14.2KCut−$29.1K
Mitsubishi Ufj Finl Group In15.3K$260.3K0.0%$15.4KAdded$39.7K
Ares Management Corporation2.38K$259.7K0.0%−$90.6KAdded−$19K
Fluor Corp NewFLR5.57K$259.6K0.0%$39.1KCut$37.2K
Vanguard Index Fds868$259.4K0.0%New
Global X Fds7.75K$257.4K0.0%−$23.3KCut−$28K
Idexx Labs Inc457$256.8K0.0%−$52.4KCut−$128.2K
Moodys Corp587$256.1K0.0%−$37.4KAdded$143
Ishares Inc3.02K$254.6K0.0%$11.2KCut−$67
Tcw Etf Trust6.43K$252.4K0.0%−$1.72KAdded$45.8K
Kirby CorpKEX1.9K$252.3K0.0%$43.1KHeld
Caseys Gen Stores Inc342$248.9K0.0%New
Jabil IncJBL937$248.9K0.0%New
Synopsys IncSNPS627$248.6K0.0%−$39.4KAdded−$4.12K
Ameriprise Finl Inc555$246.6K0.0%−$25.5KCut−$33.8K
Direxion Shs Etf Tr2.08K$246.5K0.0%−$103.6KHeld
Barclays Plc11.6K$246.2K0.0%−$37.7KAdded$22.3K
Zimmer Biomet Holdings, Inc.ZBH2.72K$245.7K0.0%$1.2KAdded$30.4K
Jazz Pharmaceuticals PlcJAZZ1.3K$245.2K0.0%New
DoorDash, Inc.DASH1.63K$244K0.0%−$124KCut−$881.4K
Ishares Tr2.2K$242.7K0.0%$990Cut−$67.2K
Ishares Tr2K$242.4K0.0%−$11.4KHeld
Vaneck Etf Trust4.8K$240.6K0.0%−$4.7KCut−$92.4K
Garmin LtdGRMN1.04K$240.4K0.0%New
Ishares Tr13.1K$239.8K0.0%New
Textron IncTXT2.73K$239K0.0%New
Webster Finl Corp3.44K$238.6K0.0%New
Ishares Tr6.11K$238K0.0%New
Ishares Tr2.56K$237.9K0.0%New
Nushares Etf Tr5.22K$237.4K0.0%$2.35KCut−$277.3K
Spdr Index Shs Fds6.49K$237.4K0.0%$4.12KAdded$16.6K
Capital Group Gbl Growth Eqt7.11K$237.4K0.0%−$9.11KCut−$32.4K
Blackrock Etf Trust4.29K$237K0.0%New
Caci Intl Inc435$236.6K0.0%$4.81KCut−$374K
Blackbaud IncBLKB6.09K$235.1K0.0%New
Beone Medicines Ltd789$234.3K0.0%New
Teledyne Technologies IncTDY387$234.1K0.0%New
Nasdaq, Inc.NDAQ2.75K$233.6K0.0%−$26.5KAdded$23.5K
Wisdomtree Tr1.47K$233.1K0.0%$21.2KHeld
Broadridge Finl Solutions In1.42K$230.7K0.0%New
Dover CorpDOV1.1K$229.9K0.0%New
Public Storage Oper Co847$229.4K0.0%New
Royalty Pharma PLCRPRX4.76K$228.4K0.0%New
Axos Financial, Inc.AX2.67K$227.5K0.0%−$2.85KAdded−$2.17K
C. H. Robinson Worldwide, Inc.CHRW1.37K$227.2K0.0%$6.64KAdded$26.2K
Wintrust Finl Corp1.63K$226.3K0.0%−$1.28KAdded$23.6K
MSCI Inc.MSCI418$225.3K0.0%New
Sun Cmntys Inc1.77K$223.6K0.0%New
Quest Diagnostics IncDGX1.14K$223.4K0.0%New
Axon Enterprise, Inc.AXON526$223.4K0.0%−$75.3KCut−$98.6K
Markel Group Inc.MKL116$222K0.0%−$24.3KAdded$618
Sunbelt Rentals Holdings, Inc.SUNB3.41K$221.9K0.0%New
Expeditors Intl Wash Inc1.53K$219.4K0.0%−$8.17KAdded$8.88K
Sherwin Williams CoSHW683$218.9K0.0%New
Insmed IncINSM1.33K$218.1K0.0%New
Aurora Innovation Inc52.9K$217.9K0.0%$9.15KAdded$92.4K
Netease Inc1.94K$217.5K0.0%New
Nebius Group N.V.NBIS2.09K$216.8K0.0%New
Strategy Inc1.73K$216.3K0.0%New
Ishares Inc1.75K$215.4K0.0%New
Corpay, Inc.CPAY740$215.3K0.0%−$6.76KAdded$10.7K
Ishares Tr1.62K$215.2K0.0%New
Cintas CorpCTAS1.27K$214.3K0.0%−$21.4KAdded$1.41K
Pimco Etf Tr2.32K$214.3K0.0%New
Sei Invts Co2.73K$214.1K0.0%New
Apollo Global Mgmt Inc1.91K$213K0.0%−$63.7KCut−$190.6K
Celestica IncCLS754$212.4K0.0%New
Diamondback Energy, Inc.FANG1.07K$212K0.0%New
NXP Semiconductors N.V.NXPI1.08K$211.8K0.0%−$19.1KAdded$6.48K
Target CorpTGT1.74K$210.7K0.0%New
Ishares Tr3K$210.6K0.0%New
Bp Plc4.46K$209.9K0.0%New
Fortinet, Inc.FTNT2.56K$209.1K0.0%$5.91KCut−$117.3K
American Homes 4 Rent7.48K$208.9K0.0%New
Lpl Finl Hldgs Inc689$207.3K0.0%New
Topbuild Corp590$207.3K0.0%−$38.9KCut−$98.5K
Sysco CorpSYY2.9K$207.1K0.0%−$6.8KAdded−$5.23K
Telefonaktiebolaget Lm Erics18.4K$207K0.0%New
Capital Group Core Equity Et5.38K$206.7K0.0%−$9.74KCut−$25.1K
Deutsche Bank A G6.93K$206.5K0.0%−$46.5KAdded$2.31K
Vanguard Intl Equity Index F1.48K$204.9K0.0%−$4.06KHeld
Essex Ppty Tr Inc842$203.8K0.0%−$16.6KCut−$35.4K
Roblox CorpRBLX3.59K$202.9K0.0%−$76.8KAdded−$51.3K
Ishares Tr1.78K$202.5K0.0%New
J P Morgan Exchange Traded F3.4K$202.2K0.0%New
Datadog, Inc.DDOG1.71K$201.6K0.0%−$30.6KCut−$245K
Newmont Corp1.85K$200.5K0.0%New
Viridian Therapeutics Inc10K$196.3K0.0%−$116KHeld
Tmc The Metals Company Inc40.1K$187.1K0.0%−$28.5KAdded$69.9K
PagerDuty, Inc.PD29.2K$181.4K0.0%−$201.4KAdded−$201.2K
Ishares Ethereum Tr11.3K$179.1K0.0%−$67.2KAdded−$49.2K
Carlyle Secured Lending, Inc.CGBD15.5K$169.9K0.0%−$24.1KHeld
Forian Inc81.4K$168.6K0.0%−$4.07KCut−$4.16K
Healthpeak Properties, Inc.DOC10.1K$166K0.0%New
Rocket Cos Inc11.3K$161.3K0.0%−$57.8KCut−$80.9K
Brookdale Sr Living Inc10K$136.8K0.0%New
Eaton Vance Flting Rate Inc12K$128.3K0.0%−$6.7KCut−$61.1K
Americold Realty TrustCOLD10.6K$121.7K0.0%New
Nuscale Pwr Corp11.2K$121K0.0%New
Tortoise Capital Series Trus11.5K$120.2K0.0%$16KHeld
Orion Group Hldgs Inc10K$109.2K0.0%$9.62KHeld
Archer Aviation Inc20.9K$108.2K0.0%−$47.7KAdded−$44.5K
Putnam Etf Trust12.5K$103.8K0.0%−$749Held
Ambev Sa34.7K$101.2K0.0%$15.6KCut−$2.55K
Nuveen Floating Rate Income12.5K$93.9K0.0%−$3.16KAdded$14K
Eastman Kodak CoKODK10K$90.5K0.0%$5.9KHeld
Allspring Global Dividend Op10.8K$62.7K0.0%$0Held
Gabelli Equity Tr Inc10.8K$60.3K0.0%−$5.98KAdded−$4.43K
Lloyds Banking Group Plc10.2K$51.5K0.0%New
Sky Harbour Group Corporatio49.1K$34.3K0.0%New
Microbot Med Inc10K$24.1K0.0%New
Plug Power IncPLUG10.3K$23.3K0.0%New
Westwater Res Inc29.5K$19.3K0.0%New
Onemednet Corp11.3K$9.64K0.0%−$2.83KHeld
Ocean Pwr Technologies Inc20K$7K0.0%$1,000Held
Ess Tech Inc253.6K$5.71K0.0%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.