13F

Investor

PFG Advisors

CIK 0001694435 · filed 2026-05-05 · SEC filing

13F book

$2.05B

Positions

788

63 new · 42 sold

Largest name

2.3%

Vanguard Index Fds

Est. mark

−$24.1M

Price effect on 725 names still held. Flow $18M.
NameTickerSharesValueWeightEst. markChange
Vanguard Index Fds150.3K$48.2M2.3%−$2.07MAdded$205.1K
Vanguard Growth Etf97.6K$42.6M2.1%−$4.99MCut−$14.8M
Apple Inc.AAPL161.3K$40.9M2.0%−$2.8MAdded−$1.23M
Invesco Qqq Tr69.4K$40.1M2.0%−$2.57MAdded−$2.44M
Schwab Strategic Tr1.1M$33.7M1.6%$2.43MAdded$13.2M
Spdr Series Trust436.5K$33.4M1.6%−$1.61MCut−$2.91M
Nvidia CorpNVDA177.1K$30.9M1.5%−$2.06MAdded−$797K
Microsoft CorpMSFT73.1K$27.1M1.3%−$8.08MAdded−$7.39M
Vanguard Index Fds43.4K$25.9M1.3%−$1.29MCut−$2.43M
Vanguard Specialized Funds118.3K$25.4M1.2%−$525.1KAdded$979.5K
Fidelity Covington Trust102.3K$21.3M1.0%−$1.67MAdded−$1.33M
Spdr Gold Tr49.2K$21.2M1.0%$1.67MCut−$212K
Vanguard Whitehall Fds136.7K$20.2M1.0%$586.7KAdded$1.86M
Ishares Tr402.9K$18.6M0.9%−$131KAdded$1.2M
Vanguard Star Fds237.4K$18.3M0.9%$365.3KAdded$1.8M
Ishares Tr148K$17.6M0.9%−$37.8KAdded$11.5M
Ishares 0-3 Month169.5K$17.1M0.8%$27.7KAdded$7.12M
Select Sector Spdr Tr278K$17M0.8%$1.34MAdded$13.4M
Vanguard Bd Index Fds226.2K$16.7M0.8%−$97.3KCut−$1.25M
Ishares Tr25.2K$16.5M0.8%−$800.2KCut−$2.28M
Dimensional Etf Trust230.3K$16.3M0.8%−$693.4KAdded$553.7K
Invesco Exch Traded Fd Tr Ii202.3K$14.8M0.7%$38.2KAdded$13.2M
Costco Whsl Corp New14.5K$14.4M0.7%$1.89MAdded$2.3M
Select Sector Spdr Tr313.7K$14.4M0.7%$940.5KAdded$1.85M
Amazon Com IncAMZN68.8K$14.3M0.7%−$1.48MAdded−$809K
Spdr S&P 500 Etf Tr21.9K$14.3M0.7%−$692.7KCut−$3.99M
Janus Detroit Str Tr281.2K$14.2M0.7%−$48.6KAdded$2.44M
Broadcom Inc.AVGO42.8K$13.2M0.6%−$1.48MAdded−$717.8K
Alphabet Inc44.3K$12.7M0.6%−$1.19MCut−$1.4M
First Tr Exchange Traded Fd183.7K$12.5M0.6%−$206.4KAdded$492.7K
Fidelity Merrimack Str Tr266.1K$12.1M0.6%−$111.8KCut−$8.27M
First Tr Exchange-Traded Fd380.5K$12.1M0.6%New
Vaneck Etf Trust135.6K$11.9M0.6%$1.91MCut−$609.2K
Berkshire Hathaway Inc Del24.5K$11.7M0.6%−$574.8KCut−$759.8K
Ishares Tr116.4K$11.6M0.6%−$71KCut−$193.9K
Schwab Strategic Tr385.5K$11.2M0.5%−$1.35MCut−$1.54M
Jpmorgan Chase & Co.36.8K$10.8M0.5%−$1.01MAdded−$782.1K
Invesco Exch Traded Fd Tr Ii311.1K$10.7M0.5%$161.5KAdded$827.8K
Schwab Strategic Tr408.7K$10.5M0.5%−$484.7KAdded$208.3K
Vanguard Mun Bd Fds207K$10.3M0.5%−$80.9KAdded$149.6K
Ark Etf Tr269.8K$10.3M0.5%New
Dimensional Etf Trust263.2K$10.2M0.5%−$180.4KAdded$446.5K
Abrdn Precious Metals Basket46.8K$10.2M0.5%$39.5KAdded$9.61M
Vanguard Index Fds51.7K$10.1M0.5%$269.2KCut$6.8K
Spdr Series Trust346.9K$10.1M0.5%−$760Added$9.9M
Vanguard Scottsdale Fds214.9K$10.1M0.5%−$25.7KAdded$778.6K
Procter And Gamble CoPG67K$9.67M0.5%$74KAdded$291.8K
Pimco Etf Tr95.6K$9.62M0.5%$21.1KAdded$383.7K
Spdr Series Trust428.1K$9.51M0.5%−$144.8KAdded$431.2K
World Gold Tr102.3K$9.48M0.5%$749KCut$682.2K
Wells Fargo Co New118.9K$9.46M0.5%−$147.9KAdded$8.45M
Simplify Exchange Traded Fun190.6K$8.81M0.4%New
Vanguard Malvern Fds172.4K$8.61M0.4%$2.1KAdded$8.4M
Ishares Tr378K$8.55M0.4%−$1.08KAdded$8.06M
Caterpillar IncCAT12K$8.51M0.4%$1.58MAdded$1.82M
Ishares Tr164.2K$8.29M0.4%New
Capital Group Dividend Value193.3K$8.22M0.4%−$190.3KAdded$670.3K
Alphabet Inc28.1K$8.07M0.4%−$714KCut−$751.6K
Vanguard Intl Equity Index F104.7K$7.86M0.4%$157.4KAdded$343.8K
Pimco Etf Tr299.1K$7.84M0.4%−$121.2KAdded$1.1M
Vaneck Etf Trust20.4K$7.81M0.4%$474KCut$266.3K
Blackrock Etf Trust131.3K$7.64M0.4%−$308.8KAdded$498.2K
Ishares Tr79.5K$7.58M0.4%−$57.2KCut−$8.01M
Ishares Tr39K$7.47M0.4%−$265.4KCut−$269.2K
Johnson & JohnsonJNJ30.3K$7.41M0.4%$1.05MAdded$1.61M
Ishares Tr34.7K$7.32M0.4%−$29.2KAdded$597.7K
Ishares Tr22K$7.22M0.4%$604.6KCut$189.3K
Ishares Tr161.1K$7.06M0.3%−$60.2KAdded$49.7K
Pacer Fds Tr131.5K$6.9M0.3%−$347.4KAdded$709.7K
Vanguard Intl Equity Index F126.6K$6.84M0.3%$36.7KCut−$10.4M
Kla CorpKLAC4.58K$6.74M0.3%$1.18MCut$678.2K
Visa Inc.V21.8K$6.58M0.3%−$1.04MAdded−$912.9K
Invesco Exch Trd Slf Idx Fd113.4K$6.57M0.3%$81.4KAdded$393K
First Tr Exchng Traded Fd Vi261.5K$6.48M0.3%−$104.6KCut−$1.91M
Pacer Fds Tr101.5K$6.35M0.3%$242.7KCut−$540.5K
EMCOR Group, Inc.EME8.41K$6.21M0.3%$1.04MAdded$1.18M
Schwab Strategic Tr208.4K$6.06M0.3%$96.1KAdded$1.5M
Tesla, Inc.TSLA16.3K$6.05M0.3%−$715.6KAdded$1.92M
J P Morgan Exchange Traded F69.8K$5.98M0.3%$134.8KAdded$3.96M
Invesco Exchange Traded Fd T109.5K$5.97M0.3%−$517.9KCut−$9.34M
Chevron Corp NewCVX28.4K$5.87M0.3%$1.55MCut$65.3K
Ishares Tr78.8K$5.86M0.3%$227.9KAdded$320.9K
Capital Group Growth Etf145.7K$5.86M0.3%−$574.6KAdded−$115.6K
Exxon Mobil Corp34K$5.77M0.3%$1.61MAdded$1.84M
Vanguard Scottsdale Fds68.8K$5.7M0.3%−$68.9KCut−$8.46M
Dimensional Etf Trust116.6K$5.65M0.3%$204.6KAdded$555.1K
Bondbloxx Etf Trust120.9K$5.55M0.3%−$42.1KAdded$139.9K
Ishares Tr48.9K$5.53M0.3%−$455.6KAdded−$1.67K
Vanguard Bd Index Fds71.6K$5.52M0.3%−$50.1KCut−$59.3K
Vanguard Index Fds25.4K$5.51M0.3%$138.4KCut−$54.1K
Ishares Tr81.3K$5.49M0.3%$124.4KCut−$245K
Dimensional Etf Trust161.8K$5.48M0.3%$195.9KAdded$533K
RTX CorpRTX27.9K$5.38M0.3%$235.1KAdded$840.6K
Capital Group Core Equity Et139.4K$5.36M0.3%−$244.8KAdded−$86.7K
Dimensional Etf Trust126.5K$5.34M0.3%−$39.5KAdded$400.5K
Home Depot, Inc.HD16.2K$5.32M0.3%−$233.5KAdded$39.1K
Invesco Exchange Traded Fd T51.3K$5.3M0.3%$47.3KAdded$193.3K
Meta Platforms, Inc.META9.13K$5.23M0.3%−$803.4KCut−$9.45M
Goldman Sachs Etf Tr41.6K$5.21M0.3%−$301.2KCut−$4.2M
Vanguard Whitehall Fds58.3K$5.15M0.3%−$160.1KAdded$257.1K
Amgen IncAMGN14.3K$5.04M0.2%$328.6KAdded$662.1K
GE Vernova Inc.GEV5.76K$5.03M0.2%$1.2MAdded$1.46M
Dimensional Etf Trust127.7K$4.98M0.2%$102.1KAdded$396.9K
Dimensional Etf Trust69.6K$4.95M0.2%$95.8KAdded$379.7K
AbbVie Inc.ABBV22.1K$4.81M0.2%−$211.6KAdded$409.1K
Vanguard Calif Tax Free Fds47.7K$4.73M0.2%−$51.8KAdded$326.3K
General Dynamics CorpGD13.7K$4.71M0.2%$82.5KAdded$473.7K
Amphenol Corp New36.3K$4.58M0.2%−$312KAdded−$216.3K
Capital Group Core Balanced131K$4.51M0.2%−$99.9KAdded$671.3K
Gladstone Invt Corp315.3K$4.48M0.2%$70.2KAdded$213.4K
Quanta Svcs Inc8.1K$4.45M0.2%$875.2KAdded$1.54M
Walmart Inc.WMT35.6K$4.42M0.2%$416.1KAdded$822.1K
BWX Technologies, Inc.BWXT21.5K$4.4M0.2%$615.1KAdded$1.04M
Vanguard Scottsdale Fds40K$4.38M0.2%−$482KCut−$634.9K
Neos Etf Trust88.7K$4.38M0.2%−$91KAdded$2.87M
Fidelity Covington Trust78.6K$4.34M0.2%−$114KCut−$141.3K
First Tr Exchange-Traded Fd46.7K$4.33M0.2%$11.6KCut−$264.6K
Vanguard Index Fds16.4K$4.3M0.2%$63.7KAdded$176.3K
Union Pac Corp17.7K$4.29M0.2%$187.6KAdded$449.7K
Select Sector Spdr Tr32.3K$4.29M0.2%−$357.4KCut−$3.67M
Palantir Technologies Inc.PLTR29K$4.25M0.2%−$611.9KAdded$792.4K
Eli Lilly & CoLLY4.59K$4.22M0.2%−$620.4KAdded−$81.4K
Global X Fds82.6K$4.2M0.2%$239.1KAdded$414.9K
Lam Research CorpLRCX19.6K$4.18M0.2%$830.9KCut−$57.5K
Stryker CorpSYK12.5K$4.12M0.2%−$259.1KAdded$136.2K
Analog Devices IncADI12.9K$4.11M0.2%$567.5KAdded$833.8K
Dimensional Etf Trust109.3K$4.02M0.2%−$129KAdded$152.9K
Ametek Inc/AME18.4K$3.94M0.2%$164.9KAdded$198.4K
Danaher Corporation20.7K$3.92M0.2%−$812.4KCut−$817.4K
Capital Grp Fixed Incm Etf T143.4K$3.91M0.2%−$55.9KCut−$134.4K
Gallagher Arthur J & Co17.9K$3.88M0.2%−$748.3KAdded−$712.5K
Capital Group Gbl Growth Eqt115.6K$3.86M0.2%−$140.2KAdded$61.9K
Invesco Exch Traded Fd Tr Ii32.8K$3.81M0.2%−$33.5KCut−$9.91M
Hubbell IncHUBB7.72K$3.79M0.2%$356.7KAdded$389.1K
Vanguard World Fd10.5K$3.77M0.2%−$361.1KAdded−$303.3K
Fidelity Covington Trust103.4K$3.72M0.2%−$41.6KAdded$113.9K
Cheniere Energy, Inc.LNG13.1K$3.71M0.2%$870.7KAdded$1.82M
Invesco Exch Traded Fd Tr Ii33K$3.7M0.2%−$237.8KCut−$357.9K
Spdr Series Trust147K$3.67M0.2%−$50KCut−$315.1K
Oreilly Automotive Inc39.8K$3.67M0.2%$40.9KAdded$275.9K
Monolithic Pwr Sys Inc3.34K$3.66M0.2%$625.6KCut$457K
Ishares Tr14.7K$3.66M0.2%$19.1KAdded$1.1M
J P Morgan Exchange Traded F64.5K$3.66M0.2%−$36.1KCut−$230.9K
Ishares Tr41.7K$3.61M0.2%$78.9KAdded$271.9K
Dimensional Etf Trust112.1K$3.61M0.2%$58.3KAdded$285.9K
Cummins IncCMI6.7K$3.6M0.2%$168.5KAdded$482.7K
Honeywell Intl Inc15.9K$3.59M0.2%$460.3KAdded$690.6K
Spdr Series Trust106.4K$3.57M0.2%−$28.7KCut−$634.5K
Synopsys IncSNPS8.99K$3.56M0.2%−$658.1KCut−$687.3K
Invesco Exch Traded Fd Tr Ii15K$3.56M0.2%−$186.6KAdded$475.2K
Vanguard Tax-Managed Fds54.6K$3.5M0.2%$87.8KCut−$485.4K
Merck & Co., Inc.MRK29.1K$3.5M0.2%$407.8KAdded$640.6K
Vanguard Charlotte Fds72.2K$3.47M0.2%−$19.5KAdded−$17K
Select Sector Spdr Tr21.1K$3.41M0.2%$139.6KCut−$9.41M
Crh Plc31.8K$3.35M0.2%−$436.4KAdded$578.8K
Select Sector Spdr Tr22.6K$3.32M0.2%−$185.1KCut−$234.2K
Schwab Strategic Tr131.9K$3.31M0.2%−$149KCut−$245.9K
Vanguard Admiral Fds Inc26.3K$3.28M0.2%$74.6KAdded$428K
Fidus Invt Corp187.7K$3.27M0.2%−$345.9KAdded−$281.4K
Ishares Inc41K$3.23M0.2%$232.5KAdded$401.8K
Innovator Etfs Trust92K$3.22M0.2%$17.5KCut−$123.7K
Northrop Grumman Corp4.67K$3.19M0.2%$515.8KAdded$558.8K
Ishares Tr22.3K$3.18M0.2%−$129.2KAdded$111.2K
Spdr Series Trust103.1K$3.17M0.2%$4.68KAdded$293.6K
First Tr Exchange Traded Fd87.7K$3.17M0.2%−$115.5KAdded$475.7K
Spdr Dow Jones Indl Average6.69K$3.1M0.2%−$98.6KAdded$374.8K
Pimco Etf Tr33.3K$3.07M0.1%−$9.66KAdded$1.95M
Lockheed Martin CorpLMT5.08K$3.07M0.1%$482.7KAdded$1.13M
Chubb Limited9.39K$3.06M0.1%$110.9KAdded$554.8K
Ishares Gold Tr34.6K$3.05M0.1%$239.1KAdded$276.6K
Vanguard Index Fds11.8K$3.05M0.1%−$229.9KAdded$103.3K
Eaton Corp PlcETN8.52K$3.05M0.1%$299.6KAdded$610.1K
Invesco Exchange Traded Fd T65K$3.04M0.1%$3.01KAdded$877.6K
Select Sector Spdr Tr27.4K$3.04M0.1%−$187.9KCut−$10.2M
Dimensional Etf Trust127.1K$3.01M0.1%$87.1KAdded$343.2K
Ishares Tr58.5K$2.98M0.1%$4.71KAdded$318.3K
Invesco Exchange Traded Fd T15.5K$2.98M0.1%$3.19KAdded$1.23M
Select Sector Spdr Tr59.6K$2.94M0.1%−$292.1KAdded−$19.5K
Trane Technologies PlcTT6.95K$2.9M0.1%$178.3KAdded$378.3K
Intuitive Surgical IncISRG6.28K$2.89M0.1%−$640.5KAdded−$548.8K
Spdr Series Trust26.6K$2.88M0.1%$114.2KAdded$189.6K
Spdr Series Trust31.2K$2.86M0.1%$8.1KCut−$7.63M
Invesco Actively Managed Exc61K$2.86M0.1%−$36KCut−$5.86M
Idexx Labs Inc5.08K$2.85M0.1%−$579.2KAdded−$563.4K
Ishares Tr56.8K$2.84M0.1%$1.71KCut−$539.3K
Celestica IncCLS10.1K$2.83M0.1%−$118KAdded$329.3K
Dimensional Etf Trust52.2K$2.82M0.1%−$3.75KAdded$285.6K
Vanguard World Fd4.02K$2.8M0.1%−$218.5KAdded−$134.1K
Church & Dwight Co Inc29.5K$2.76M0.1%$272.2KAdded$345.3K
Ishares Tr30.4K$2.75M0.1%$32.5KCut−$603K
Fidelity Covington Trust39.4K$2.73M0.1%−$113KCut−$1.61M
Diamondback Energy, Inc.FANG13.7K$2.71M0.1%$641.2KAdded$678K
J P Morgan Exchange Traded F58.8K$2.71M0.1%−$10.8KAdded$452.4K
Blackrock Etf Trust74.6K$2.7M0.1%−$162.8KAdded$18.9K
Blackrock Etf Trust81.9K$2.7M0.1%−$25.5KAdded$272.4K
Ishares Tr21.7K$2.69M0.1%$89.6KCut−$25.9K
Ishares Tr27.6K$2.68M0.1%$13.8KAdded$1.3M
Vanguard Index Fds9.26K$2.66M0.1%−$27.7KAdded$12.8K
Cadence Design System Inc9.52K$2.64M0.1%−$325.1KAdded−$282.8K
Wisdomtree Tr52.4K$2.64M0.1%$1.08KCut−$314.3K
Amplify Etf Tr58.6K$2.63M0.1%$20.5KCut−$275.4K
Blackrock Etf Trust Ii52K$2.61M0.1%−$21.4KAdded$750.5K
Carlisle Cos Inc7.8K$2.6M0.1%$107.3KCut−$314.3K
Schwab Strategic Tr104.7K$2.59M0.1%$74.1KAdded$83.8K
Altshares Trust87.2K$2.56M0.1%$21.8KCut−$730.7K
Argan IncAGX4.66K$2.54M0.1%$1.03MAdded$1.15M
Schwab Strategic Tr90.4K$2.52M0.1%$57.9KCut$31.2K
Ishares Tr16K$2.49M0.1%−$201.9KAdded−$157.3K
Wisdomtree Tr27.8K$2.49M0.1%$34.7KCut−$423K
Northern Lts Fd Tr Iv66K$2.45M0.1%$83.6KAdded$126.5K
Wisdomtree Tr46.7K$2.44M0.1%−$32.3KAdded$188.8K
Paychex IncPAYX26.3K$2.42M0.1%−$513.6KAdded−$452.4K
Victory Portfolios Ii33.7K$2.4M0.1%$160.6KAdded$492.9K
Vanguard Bd Index Fds30.5K$2.39M0.1%−$11.7KAdded$82.1K
Asml Holding N V1.79K$2.37M0.1%$449.8KAdded$451.1K
Vanguard Admiral Fds Inc20.5K$2.35M0.1%$79.3KCut−$12.2K
Automatic Data Processing In11.4K$2.31M0.1%−$613.6KCut−$660.7K
Invesco Exchange Traded Fd T30.2K$2.29M0.1%$121KCut$116K
Aim Etf Products Trust68.2K$2.27M0.1%−$37.6KCut−$351.4K
Global X Fds31.8K$2.25M0.1%$188.3KAdded$237.1K
Heico Corp New8.15K$2.23M0.1%−$400.4KAdded−$389.4K
John Hancock Exchange Traded33.3K$2.23M0.1%$54.5KCut−$2.2M
Cisco Sys Inc28.7K$2.22M0.1%$14.3KAdded$262.2K
Vanguard Scottsdale Fds37.8K$2.21M0.1%−$7.12KAdded$20.3K
Fidelity Covington Trust58.1K$2.21M0.1%$11.5KAdded$233.5K
Advanced Micro Devices IncAMD10.8K$2.2M0.1%−$109.4KAdded$19.6K
Vanguard World Fd9.7K$2.18M0.1%$129.5KCut$110.7K
Taiwan Semiconductor Mfg Ltd6.43K$2.17M0.1%$219.1KCut$139.2K
Ishares Tr87.8K$2.14M0.1%−$14.5KCut−$425.2K
American Centy Etf Tr26.3K$2.12M0.1%$85.4KAdded$273.4K
Spdr Series Trust80.4K$2.11M0.1%−$13.7KCut−$263.5K
Linde PlcLIN4.23K$2.1M0.1%$242.6KAdded$605.9K
Wisdomtree Tr43.4K$2.09M0.1%−$22.1KCut−$1.46M
Ishares Tr9.54K$2.09M0.1%$38KAdded$84.8K
Legg Mason Etf Invt51.4K$2.09M0.1%$191.4KCut$713
Franklin Templeton Etf Tr85.9K$2.07M0.1%−$23.6KCut−$1.7M
Powell Inds Inc3.79K$2.05M0.1%$835.5KAdded$856.1K
Ishares Tr20.5K$2.05M0.1%−$79.1KAdded$402.2K
T Rowe Price Etf Inc55.8K$2.05M0.1%$41.5KAdded$112.2K
Aim Etf Products Trust52.9K$2.04M0.1%−$28KCut−$78K
Vanguard Index Fds9.86K$2.03M0.1%−$32.6KAdded−$30.2K
Illinois Tool Wks Inc7.73K$2.01M0.1%$86.7KAdded$485.7K
Marathon Pete Corp8.2K$2M0.1%$615.6KAdded$774K
International Business Machs8.14K$1.97M0.1%−$408.1KAdded−$272.9K
Fidelity Covington Trust53.1K$1.97M0.1%$20.9KAdded$740.7K
Ge Aerospace6.89K$1.96M0.1%−$167.4KCut−$210.8K
Ishares Tr15.1K$1.94M0.1%−$117.3KAdded−$92.4K
Mastercard IncMA3.88K$1.94M0.1%−$276.1KCut−$368K
Neos Etf Trust38.5K$1.92M0.1%New
Innovator Etfs Trust59.9K$1.91M0.1%$17.3KCut$15.4K
S&P Global Inc.SPGI4.49K$1.91M0.1%−$433KAdded−$416.4K
Ishares Inc31.6K$1.91M0.1%$81.4KCut−$1.69M
Dimensional Etf Trust56K$1.89M0.1%$38.4KAdded$153.4K
Sherwin Williams CoSHW5.86K$1.88M0.1%−$20.1KAdded$7.14K
Spdr Series Trust35.2K$1.87M0.1%−$110.5KAdded−$99.7K
Ishares Tr18.2K$1.86M0.1%−$5.29KCut−$236.7K
Ishares Silver Tr26.8K$1.83M0.1%$99.6KCut−$343.3K
Coca Cola CoKO23.8K$1.81M0.1%$87.1KAdded$818.5K
Capital Group Global Equity58.9K$1.8M0.1%−$54KAdded$284.4K
Ishares Tr25.5K$1.79M0.1%$18.5KAdded$101.1K
Epr Pptys35.6K$1.78M0.1%$2.14KHeld
Schwab Strategic Tr57K$1.77M0.1%$50.7KCut−$519.5K
Legg Mason Etf Invt23.3K$1.75M0.1%−$164.7KAdded−$151K
Marsh & Mclennan Cos Inc10.1K$1.75M0.1%−$96KAdded$270.7K
Invesco Exchange Traded Fd T38.9K$1.74M0.1%−$358.1KCut−$683K
T Rowe Price Etf Inc33.9K$1.73M0.1%−$38.2KAdded$131.4K
Ies Hldgs IncIESC3.62K$1.73M0.1%$301.8KAdded$384.2K
Nvent Electric PlcNVT14.5K$1.72M0.1%$195.8KAdded$496.3K
Capital Group Equity Etf Tr58.5K$1.72M0.1%$23.9KAdded$388.6K
Vanguard World Fd11.7K$1.7M0.1%$42.6KAdded$110.2K
Ishares Tr41.2K$1.69M0.1%−$19.5KAdded$336.4K
Cencora, Inc.COR5.36K$1.69M0.1%−$120.6KAdded−$40.1K
Rocket Cos Inc118.1K$1.68M0.1%−$600.3KAdded−$590.7K
Ishares Tr15.9K$1.68M0.1%−$15.2KCut−$34.7K
Ishares Tr13.9K$1.68M0.1%−$106KCut−$194.2K
Spdr Series Trust29.7K$1.68M0.1%−$6.81KCut−$385.5K
Dimensional Etf Trust30.9K$1.67M0.1%−$2.84KAdded$180.6K
Invesco Exch Traded Fd Tr Ii33.5K$1.66M0.1%$17KAdded$108.7K
Capital Group Dividend Growe46.1K$1.65M0.1%$11.7KAdded$44.8K
Innovator Etfs Trust44.8K$1.62M0.1%$5.23KAdded$48.3K
Janus Detroit Str Tr34.7K$1.62M0.1%−$32.9KAdded$181.2K
Unitedhealth Group IncUNH5.86K$1.58M0.1%−$348.6KCut−$579.7K
Ark Etf Tr23.1K$1.56M0.1%−$215.7KCut−$996.9K
Spinnaker Etf Series38K$1.55M0.1%−$52.8KCut−$8.45M
American Express CoAXP5.1K$1.54M0.1%−$324.1KAdded−$236.7K
Ishares Tr15.3K$1.54M0.1%−$13.2KAdded$129.4K
Accenture Plc Ireland7.72K$1.53M0.1%−$540.3KCut−$2.05M
Schwab Strategic Tr58.7K$1.53M0.1%New
Virtus Etf Tr Ii62.8K$1.52M0.1%−$4.35KAdded$92.6K
Vanguard Whitehall Fds23K$1.51M0.1%−$40KCut−$191.5K
Applied Matls Inc4.41K$1.51M0.1%$269.8KAdded$688.9K
Invesco Exchange Traded Fd T10.4K$1.5M0.1%$60KAdded$237.1K
Ishares Tr26.4K$1.5M0.1%$51.2KAdded$153.1K
Comfort Sys Usa Inc1.08K$1.49M0.1%$474.2KAdded$496.2K
Equinix IncEQIX1.51K$1.48M0.1%$321.3KAdded$331.1K
Neos Etf Trust30.2K$1.47M0.1%−$50KAdded$196.2K
MSCI Inc.MSCI2.7K$1.46M0.1%−$93.8KCut−$198.3K
Applovin CorpAPP3.64K$1.45M0.1%−$940.3KAdded−$849.1K
Ishares Tr15.6K$1.45M0.1%−$21KAdded$59.7K
Vanguard Whitehall Fds15.3K$1.44M0.1%$63.6KAdded$93.9K
Ishares Tr3.38K$1.44M0.1%−$158.4KCut−$182.5K
Fidelity Covington Trust20.5K$1.44M0.1%−$148.5KAdded−$92.1K
Fidelity Covington Trust24K$1.41M0.1%−$48.3KAdded$85.3K
Neos Etf Trust24.8K$1.41M0.1%$13.2KAdded$668.4K
Dimensional Etf Trust29.4K$1.41M0.1%−$1.85KAdded$118.7K
Howmet Aerospace Inc.HWM6.07K$1.4M0.1%$153.5KAdded$162.2K
Pepsico IncPEP8.93K$1.39M0.1%$88.4KAdded$308.3K
Spdr Index Shs Fds18.2K$1.38M0.1%−$17.5KAdded$32.2K
Bel Fuse Inc6.95K$1.38M0.1%$188.7KAdded$245.9K
Vanguard World Fd5.03K$1.37M0.1%−$78.2KCut−$136.9K
Vanguard Wellington Fd6.93K$1.37M0.1%$37.7KAdded$130K
Ishares Tr59.6K$1.37M0.1%−$6.84KCut−$200.9K
Ishares Tr36.9K$1.36M0.1%−$16KAdded$282.2K
First Tr Exchange-Traded Alp14K$1.33M0.1%$75.7KHeld
Litman Gregory Fds Tr43.6K$1.31M0.1%New
Travelers Companies, Inc.TRV4.49K$1.31M0.1%$6.04KAdded$240.8K
Wisdomtree Tr14.8K$1.3M0.1%−$23.5KCut−$650.3K
First Tr Exchange-Traded Fd27.6K$1.3M0.1%$26.2KCut$24.7K
Caci Intl Inc2.38K$1.29M0.1%$26.3KCut$18.3K
Pacer Fds Tr17.7K$1.29M0.1%−$98.2KAdded−$67.7K
Ishares Tr9.14K$1.27M0.1%−$28.5KCut−$11.8M
HCA Healthcare, Inc.HCA2.64K$1.25M0.1%$15.6KAdded$110.8K
Dimensnl Ultrashrt Fixed24.6K$1.25M0.1%$1.32KAdded$125.4K
Sila Realty Trust Inc52.5K$1.24M0.1%$19.4KHeld
Spdr Index Shs Fds13.3K$1.24M0.1%$34.6KCut−$1.06M
Aim Etf Products Trust38.5K$1.24M0.1%−$14.8KHeld
Arista Networks, Inc.ANET10K$1.23M0.1%−$14.7KAdded$996.4K
Vanguard Scottsdale Fds20.6K$1.23M0.1%−$6.06KAdded$271.9K
Vanguard World Fd3.32K$1.22M0.1%−$143.8KAdded−$89K
Ishares Tr5.08K$1.22M0.1%−$48.9KAdded$32.3K
J P Morgan Exchange Traded F19.8K$1.22M0.1%−$36.9KCut−$1.49M
New York Life Invts Active E50.2K$1.21M0.1%−$11.3KCut−$194.5K
Abbott LabsABT11.7K$1.2M0.1%−$185KAdded$179.7K
Ishares Inc17.1K$1.19M0.1%$37.2KAdded$205.1K
Janus Detroit Str Tr15K$1.19M0.1%−$22.7KAdded$355.6K
Pacer Fds Tr26.1K$1.17M0.1%$13.1KCut−$550.9K
First Tr Exchange-Traded Fd11.3K$1.17M0.1%−$62.2KAdded−$57.2K
Bank America Corp23.9K$1.17M0.1%−$142.8KAdded−$90.4K
Transdigm Group IncTDG998$1.16M0.1%−$157.7KAdded−$70.8K
Manulife Finl Corp33.6K$1.16M0.1%−$53.8KAdded$95.4K
Cigna GroupCI4.3K$1.15M0.1%−$34.4KAdded$31.5K
Innovator Etfs Trust27K$1.15M0.1%−$20.2KCut−$103.7K
Nextpower Inc.NXT9.51K$1.15M0.1%$295.2KAdded$377.7K
Cme Group Inc.CME3.88K$1.15M0.1%$82.1KAdded$140.2K
Green Brick Partners Inc17.7K$1.14M0.1%$21.8KAdded$378.6K
Energy Transfer L P59K$1.14M0.1%$162.7KAdded$184.7K
Vanguard Instl Index Fd15K$1.14M0.1%New
Carpenter Technology CorpCRS2.87K$1.13M0.1%$216.9KAdded$272.1K
Select Sector Spdr Tr13.8K$1.13M0.1%$59.4KCut$40.4K
Intuit Inc.INTU2.61K$1.13M0.1%−$600.7KCut−$1.15M
Aim Etf Products Trust30.9K$1.13M0.1%−$16.4KCut−$1.57M
Danaos CorpDAC9.98K$1.12M0.1%$171.2KAdded$250.7K
Spdr Series Trust11.7K$1.12M0.1%$41.1KCut−$25.6K
Jacobs Solutions Inc.J8.77K$1.12M0.1%−$40.2KAdded$88.1K
Ishares Tr23.5K$1.12M0.1%−$7.05KCut−$162.8K
Sabine Rty Tr14.8K$1.11M0.1%$95.5KHeld
Vanguard World Fd5.58K$1.11M0.1%$68.3KAdded$142.4K
Palo Alto Networks IncPANW6.89K$1.1M0.1%−$157.6KAdded−$111.1K
Sprott Asset Management Lp45.2K$1.1M0.1%$33.4KCut−$282.9K
Capital Grp Fixed Incm Etf T49.2K$1.1M0.1%−$14.4KAdded$11.6K
Intel CorpINTC24.9K$1.1M0.1%$169.7KAdded$231.5K
Spdr Series Trust11.2K$1.09M0.1%−$98.2KCut−$808.4K
J P Morgan Exchange Traded F21.4K$1.09M0.1%−$1.3KAdded$5.02K
First Tr Exchng Traded Fd Vi32.3K$1.09M0.1%−$15.8KCut−$284.3K
Ishares Tr35.7K$1.08M0.1%−$22.8KCut−$28.9K
Ark Etf Tr9.6K$1.08M0.1%−$17.4KAdded$176.5K
Vaneck Etf Trust42.3K$1.08M0.1%−$17Added$25.6K
J P Morgan Exchange Traded F19.4K$1.08M0.1%−$50.4KCut−$262.1K
Vaneck Etf Trust8.05K$1.07M0.1%$72.4KCut$60.7K
Hunt J B Trans Svcs Inc5.04K$1.07M0.1%New
Capital Group New Geography33.8K$1.07M0.1%−$8.98KAdded$270.1K
Waste Connections, Inc.WCN6.46K$1.05M0.1%−$83.5KCut−$1.44M
Aim Etf Products Trust30.5K$1.04M0.1%−$6.03KAdded$222.3K
Brinker Intl Inc7.24K$1.03M0.1%−$5.05KAdded$68.2K
Ishares Tr6.8K$1.03M0.1%$69.9KCut$33.5K
Vanguard World Fd9.04K$1.02M0.0%−$78.5KCut−$94K
American Centy Etf Tr20.1K$1.01M0.0%−$6.65KCut−$190.9K
Talen Energy CorpTLN3.14K$1M0.0%−$161.5KAdded−$87.8K
Ishares U S Etf Tr11.6K$996.2K0.0%−$6.87KCut−$86.9K
Mueller Inds Inc8.98K$995.5K0.0%−$34.1KAdded$17.1K
Ciena CorpCIEN2.54K$988K0.0%New
Constellation Energy CorpCEG3.53K$985K0.0%−$261.1KCut−$301.3K
Ishares Tr10.8K$983.6K0.0%$52.8KAdded$94.9K
Pimco Etf Tr10.2K$983.4K0.0%−$10.6KCut−$26K
Vanguard Admiral Fds Inc9.58K$976.9K0.0%$9.01KCut−$93.6K
Verizon Communications IncVZ19.4K$974.3K0.0%$152.9KAdded$316.5K
Micron Technology IncMU2.87K$970K0.0%$136.3KAdded$228.2K
Interactive Brokers Group In14.4K$968.5K0.0%$36.1KAdded$129K
California Bancorp54.5K$964.9K0.0%−$51.7KHeld
Salesforce, Inc.CRM5.12K$954.9K0.0%−$356.1KAdded−$250.4K
Graniteshares Gold Tr20.7K$952.7K0.0%$66.8KAdded$172.9K
First Tr Exchange Traded Fd15K$941.6K0.0%−$131.7KCut−$573.3K
American Wtr Wks Co Inc New6.9K$939.6K0.0%$38.6KCut−$37.6K
Sprott Fds Tr28.3K$936.2K0.0%$116.9KCut$67.9K
Oracle Corp6.36K$935.5K0.0%−$284.3KAdded−$224.1K
Victory Cap Hldgs Inc14.2K$932.7K0.0%$30.4KAdded$129.6K
Ishares Tr6.52K$927.6K0.0%$34KAdded$77.9K
Innovator Etfs Trust17.3K$922.1K0.0%−$26.7KAdded−$24.4K
Netflix IncNFLX9.55K$918K0.0%$18.8KAdded$180.5K
Vanguard Admiral Fds Inc2.25K$917.7K0.0%−$80.1KAdded−$47.1K
Teradyne, IncTER3.08K$912K0.0%$316.6KCut$316.2K
Autodesk, Inc.ADSK3.8K$910.2K0.0%−$186.1KAdded−$62.8K
Nextera Energy Inc9.77K$907.1K0.0%$123.1KCut$82.6K
Limbach Hldgs Inc11.6K$901.7K0.0%$2.07KAdded$95.6K
Strattec Sec Corp11.4K$896.7K0.0%$22.3KAdded$124.8K
Flexshares Tr15K$896.1K0.0%$13.3KCut−$1.53M
Goldman Sachs Group Inc1.04K$883K0.0%−$34KAdded−$27.2K
Shell Plc9.49K$882.3K0.0%$157.4KAdded$289.7K
Niocorp Devs Ltd196.7K$877.2K0.0%−$165.2KHeld
Blackrock Etf Trust Ii18.3K$877K0.0%−$12.4KAdded$17.9K
Ishares Inc7.29K$871.2K0.0%$5.48KCut−$1.22M
ConocophillipsCOP6.43K$849.1K0.0%$211.6KAdded$333.1K
Emerson Elec Co6.47K$847.3K0.0%−$9.88KAdded$69.1K
Spdr Series Trust18.5K$840.3K0.0%$40.6KAdded$66.5K
Aercap Holdings Nv6.11K$837.5K0.0%−$37.1KAdded$28K
Etf Ser Solutions7.74K$830.9K0.0%−$16.4KAdded$69.3K
Ishares Tr9.88K$825.9K0.0%$9.31KAdded$123K
Vanguard Index Fds2.73K$825.3K0.0%$571Cut−$433.8K
Axon Enterprise, Inc.AXON1.92K$816.7K0.0%−$275.5KCut−$286.8K
Ishares Tr2.56K$813.6K0.0%−$46.6KAdded$172.5K
Ubiquiti Inc.UI1.03K$813.4K0.0%$243.9KCut$238.4K
Cloudflare, Inc.NET3.93K$811.1K0.0%$15KAdded$489.6K
Blue Bird CorpBLBD14.3K$810.7K0.0%$126.6KAdded$202.7K
Janus Detroit Str Tr16.5K$807.3K0.0%−$4.65KCut−$1.48M
Fidelity Covington Trust22K$798.5K0.0%New
Disney Walt Co8.27K$796.9K0.0%−$116.9KAdded$32.1K
Invesco Exchange Traded Fd T17.4K$796.6K0.0%−$333Cut−$890.4K
Pennantpark Floating Rate Ca99K$796.1K0.0%−$120.6KAdded−$112.8K
Pimco Etf Tr15.1K$787K0.0%−$1.47KAdded$441.8K
Ssga Active Etf Tr19.7K$782.8K0.0%−$9.04KAdded$83.1K
Ishares Tr16.1K$781.4K0.0%−$4.68KCut−$37.5K
First Tr Exchange-Traded Fd3.61K$780.6K0.0%−$51.4KCut−$87.5K
First Tr Exchng Traded Fd Vi17.8K$775.2K0.0%−$13KCut−$186.5K
Invesco Exch Trd Slf Idx Fd12.9K$772.6K0.0%−$13KCut−$1.07M
Deere & CoDE1.37K$770.8K0.0%$123.4KAdded$184.2K
Dbx Etf Tr17.2K$765.6K0.0%−$10KCut−$264.6K
Vanguard World Fd3.24K$765.4K0.0%−$47.9KCut−$48.7K
Ishares Tr7.4K$764.9K0.0%$2.65KAdded$506.3K
Ishares Tr11.8K$761.5K0.0%New
Capital Group Intl Focus Eqt25.8K$760.8K0.0%−$1.16KAdded$189.1K
Iqvia Hldgs Inc4.44K$757.9K0.0%−$227.4KAdded−$176.2K
Philip Morris Intl Inc4.58K$757.5K0.0%$21.3KAdded$67.1K
Ishares Tr9.59K$755.5K0.0%−$10.2KCut−$38.7K
Ishares Tr6.77K$753.5K0.0%−$17.3KCut−$123.1K
Mcdonalds CorpMCD2.42K$752.8K0.0%$12.5KCut−$49.2K
Vanguard Scottsdale Fds9.46K$750K0.0%−$3.91KAdded$72.6K
First Tr Exchange-Traded Fd4.72K$749.7K0.0%−$19KAdded$103.4K
West Pharmaceutical Svsc Inc2.99K$749.1K0.0%−$73.4KCut−$91.3K
Ishares Tr7.42K$746.7K0.0%$27.4KAdded$36.5K
At&T Inc25.5K$739.3K0.0%$91.6KAdded$190.8K
Boeing Co3.71K$738.4K0.0%−$66.2KAdded−$56.3K
Spdr Series Trust12.5K$737.4K0.0%$15.9KAdded$33.1K
Mueller Wtr Prods Inc26.7K$734K0.0%$89.6KAdded$152.4K
Pacer Fds Tr18.1K$725.5K0.0%−$36.3KAdded$67.6K
United Rentals, Inc.URI994$724.1K0.0%−$76KAdded−$36K
First Tr Exchange-Traded Fd14.3K$724.1K0.0%$74.2KAdded$214.6K
Dimensional Etf Trust11.6K$721.4K0.0%$30.2KAdded$103.9K
Vanguard Intl Equity Index F5.2K$719.7K0.0%−$14.2KCut−$396.3K
Berkshire Hathaway Inc Del1$718.1K0.0%−$36.7KHeld
Shopify Inc.SHOP6.05K$717.5K0.0%−$256.2KCut−$327K
Nutex Health Inc.NUTX7.51K$714.1K0.0%−$422.5KAdded−$285.4K
J P Morgan Exchange Traded F14K$708.6K0.0%$202Added$282.5K
Fidelity Covington Trust11.9K$704.7K0.0%$45.9KCut−$359.1K
Innovator Etfs Trust23.6K$703.9K0.0%−$9.42KAdded$16.4K
Capital Grp Fixed Incm Etf T26.8K$702.6K0.0%−$6.14KAdded$76.3K
Aim Etf Products Trust19.8K$700.2K0.0%$9.88KAdded$31.7K
Schwab Us Aggregate Bond30.1K$698K0.0%−$3.6KAdded$135.9K
Invesco Exchange Traded Fd T9.23K$694.4K0.0%$1.26KCut−$14.5K
Ishares Tr5.1K$691.8K0.0%$43.3KAdded$319.3K
Ishares Tr8.37K$691.4K0.0%−$2.13KCut−$52.1K
Vaneck Etf Trust7.14K$690.9K0.0%−$33.6KAdded$184.1K
Ati IncATI4.72K$687.2K0.0%New
Schwab Strategic Tr14.8K$684.8K0.0%$26.7KCut−$457.5K
Tjx Cos Inc New4.27K$681.3K0.0%$25.4KAdded$41.2K
Ishares Inc6.64K$676.3K0.0%−$10.6KAdded−$9.35K
ServiceNow, Inc.NOW6.46K$675.9K0.0%−$314.5KCut−$427.2K
Booking Holdings Inc.BKNG160$675.1K0.0%−$177.7KAdded−$156.6K
Pimco Etf Tr7.01K$671.5K0.0%−$821Cut−$1.6M
Incyte CorpINCY7.13K$670.9K0.0%−$17.4KAdded$300.5K
Ishares Tr6.12K$667.2K0.0%−$4.78KAdded$222.8K
Vanguard World Fd10.2K$665.4K0.0%−$336Added$315.7K
First Tr Exchng Traded Fd Vi24.6K$661.1K0.0%−$16.2KCut−$33K
Ishares Tr3.64K$659.6K0.0%−$66.5KCut−$89.5K
Global X Fds14K$654.5K0.0%−$48.3KAdded$68K
Vaneck Merk Gold EtfOUNZ14.5K$653.5K0.0%$46KAdded$119.3K
Ishares Tr8.2K$652.6K0.0%−$8.8KCut−$47.4K
Spdr Index Shs Fds14.2K$646.6K0.0%$17.6KCut−$436K
Ares Capital CorpARCC35.8K$646K0.0%−$76.2KAdded−$51.8K
Aim Etf Products Trust19.2K$641K0.0%−$10.1KAdded−$5.15K
Ishares Tr7.39K$640.5K0.0%−$3.46KCut−$1.49M
First Tr Exchange-Traded Alp6.91K$638K0.0%$42.9KCut−$157.9K
Gabelli Conv & Inc Secs Fd I148.9K$637.4K0.0%$18.6KAdded$44.3K
Vistra Corp.VST4.24K$637.3K0.0%−$39.4KAdded$59.1K
Vanguard Admiral Fds Inc5.06K$632.3K0.0%$24.4KAdded$25.6K
Global X Fds6.28K$630.2K0.0%$1.61KCut−$23.3K
Pinnacle West Cap Corp6.2K$624.7K0.0%New
Schwab Charles Corp6.56K$616.8K0.0%−$39KCut−$50.9K
Ishares Tr2.84K$607.5K0.0%$9.44KAdded$10.1K
Invesco Exch Traded Fd Tr Ii29.6K$603.8K0.0%−$14.8KAdded$77.8K
Eog Res Inc4.17K$603.6K0.0%$165.2KCut$161K
Parker-Hannifin CorpPH673$602.5K0.0%$10.5KAdded$49K
Innovator Etfs Trust19.8K$592.5K0.0%$4.71KCut$1.27K
Franklin Templeton Etf Tr21.8K$592.2K0.0%$6.31KCut−$1.03M
Franklin Templeton Etf Tr20.5K$590.6K0.0%$9.74KAdded$205.9K
Csx CorpCSX14.4K$590.2K0.0%$31.8KAdded$349.9K
Duke Energy Corp New4.5K$588.8K0.0%$44.6KAdded$207.5K
Innovator Etfs Trust8.21K$586K0.0%−$9.89KCut−$977.6K
Steel Dynamics IncSTLD3.25K$584.6K0.0%New
Idacorp IncIDA4.05K$579K0.0%$55.1KAdded$154.4K
Altria Group, Inc.MO8.77K$578.5K0.0%$68KAdded$108.1K
Vanguard Scottsdale Fds7.74K$578.3K0.0%−$8.68KAdded−$4.19K
Aim Etf Products Trust16.5K$574.8K0.0%−$13.1KHeld
Ishares Tr8.41K$573.1K0.0%−$13.4KCut−$981.1K
Motorola Solutions, Inc.MSI1.32K$572.1K0.0%$27.2KAdded$366.2K
Ishares Tr3.9K$568.6K0.0%$18.4KCut−$34.3K
Valero Energy Corp2.3K$567.8K0.0%$163KAdded$253K
Schwab Strategic Tr26.2K$563.3K0.0%$14.8KAdded$46.9K
Aim Etf Products Trust14.5K$562.9K0.0%−$4.47KHeld
Profesionally Managed Portfo22.6K$559.7K0.0%−$4.7KAdded$529
Ishares Tr5.06K$558.2K0.0%$2.26KCut−$79.3K
Invesco Exchange Traded Fd T25.8K$551.9K0.0%$26.6KCut−$80.6K
Sempra5.68K$551.7K0.0%$50.4KCut−$18.1K
Ishares Tr5.63K$547.2K0.0%$5.45KAdded$71.2K
Mastec IncMTZ1.69K$542.8K0.0%$176.1KCut$172.6K
Qualcomm Inc4.13K$532.1K0.0%−$174.6KCut−$200.6K
Innovator Etfs Trust13.7K$531K0.0%−$9.08KCut−$90.7K
Gilead Sciences, Inc.GILD3.8K$529.4K0.0%$60.1KAdded$85.5K
Ishares Tr3.74K$529.4K0.0%−$28.3KCut−$272.8K
Direxion Shs Etf Tr15.7K$527.9K0.0%New
Spdr Series Trust23.5K$526.4K0.0%−$587Cut−$96.1K
Fidelity Merrimack Str Tr10.3K$521.9K0.0%New
Ishares Tr11.2K$521.9K0.0%−$18.5KCut−$62.6K
Ttm Technologies IncTTMI5.34K$520.4K0.0%$136.6KAdded$188.8K
Ishares Tr12.2K$519.6K0.0%$13.2KAdded$38.5K
Spdr Series Trust6.09K$518.5K0.0%$2.99KCut−$3.86K
Pfizer IncPFE18.4K$516.4K0.0%$54.7KAdded$88.3K
Innovator Etfs Trust15.2K$514.5K0.0%$1.24KAdded$214.7K
Innovator Etfs Trust13.2K$511.8K0.0%−$10.5KAdded−$8.36K
Schwab Strategic Tr15.8K$510.9K0.0%$13.8KAdded$39.4K
First Tr Exchange-Traded Fd2.18K$510.4K0.0%−$76.7KCut−$216.1K
Vanguard World Fd4.21K$508.2K0.0%−$53.4KAdded−$53.2K
Calamos Etf Tr18.8K$507.7K0.0%$380Cut−$5.02K
Invesco Exchange Traded Fd T4.72K$507.5K0.0%−$29.5KAdded−$29.4K
Spdr Series Trust16.7K$502.5K0.0%−$2.18KCut−$703K
Vanguard Index Fds2.7K$498.3K0.0%$18.3KAdded$29.5K
SPX Technologies, Inc.SPXC2.47K$493.3K0.0%−$290Added$8.51K
Information Svcs Group Inc127.9K$491.2K0.0%−$216.7KAdded−$154.4K
Ishares Tr7.78K$489.4K0.0%$93KAdded$122.9K
First Tr Exchange Traded Fd5.15K$482.4K0.0%−$16.4KCut−$62.7K
Invesco Exchange Traded Fd T10.6K$481.9K0.0%−$2.64KCut−$45.4K
First Tr Exch Traded Fd Iii6.84K$481.3K0.0%−$4.32KCut−$684.5K
Schwab Strategic Tr9.8K$479.8K0.0%$25.5KAdded$169.7K
Western Digital CorpWDC1.76K$475.9K0.0%New
J P Morgan Exchange Traded F9.12K$475.9K0.0%−$1.36KHeld
Saratoga Invt Corp21.7K$474.7K0.0%−$26KAdded−$25.9K
Ishares Tr2.81K$474.3K0.0%$172Added$104.2K
Invesco Exch Traded Fd Tr Ii4.46K$470.7K0.0%−$420Cut−$15.1K
First Tr Exchange-Traded Alp3.67K$470.3K0.0%$8.41KCut−$51.4K
Medtronic PlcMDT5.42K$469.7K0.0%−$44.6KAdded$14.5K
Invesco Exchange Traded Fd T9.49K$464.9K0.0%−$6.54KAdded$1.4K
Calamos Etf Tr18.1K$463.1K0.0%−$48Added$76.7K
Dbx Etf Tr12.8K$462.9K0.0%−$8.57KCut−$387.5K
Pacer Fds Tr14.4K$461.1K0.0%−$4.11KCut−$70.8K
Ishares Tr3.46K$458.6K0.0%$3.15KCut−$20.5K
Ishares Tr4.8K$455.5K0.0%−$882Added$125.5K
BlackRock, Inc.BLK466$448.3K0.0%−$37.6KAdded$74.9K
Morgan Stanley2.72K$447.6K0.0%−$35.3KCut−$89.3K
Innovator Etfs Trust13.2K$445.6K0.0%$3.2KCut−$957
Innovator Etfs Trust9.67K$444.7K0.0%−$4.47KCut−$1.47M
Kroger CoKR6.14K$444.3K0.0%$59.9KAdded$65.4K
Seagate Technology Hldngs Pl1.13K$444.3K0.0%$128.1KAdded$141.1K
Schwab Strategic Tr17.8K$444K0.0%−$3KAdded$2.38K
Comcast Corp New15.4K$441K0.0%−$18KAdded−$14.3K
Innovator Etfs Trust7.77K$438.2K0.0%−$11.4KAdded$14.8K
First Tr Exchange-Traded Fd8.75K$436K0.0%−$1.56KCut−$29.6K
Schwab Strategic Tr13.1K$433.2K0.0%$2.63KCut−$2.48K
Spdr Series Trust1.68K$427.3K0.0%$20.9KAdded$27.3K
Spdr Series Trust8.68K$419.3K0.0%$12.7KCut−$162.6K
Pgim Etf Tr4.29K$418.2K0.0%New
Spdr S&P Midcap 400 Etf Tr676$417K0.0%$9.15KCut−$18K
Innovator Etfs Trust13.8K$416.2K0.0%$3.2KCut−$2.33K
Ge Healthcare Technologies I5.84K$415.4K0.0%−$63.3KCut−$96.6K
Dimensional Etf Trust12.2K$414.2K0.0%$13.2KAdded$66.3K
Innovator Etfs Trust14.1K$413.7K0.0%$2.79KAdded$2.88K
Pacer Fds Tr8.92K$412.6K0.0%$44.8KCut−$120.6K
Fedex CorpFDX1.16K$411.4K0.0%$62.9KAdded$142K
Innovator Etfs Trust14K$407.2K0.0%−$10.1KAdded$46K
Caseys Gen Stores Inc559$406.9K0.0%$97.9KCut$84.6K
Charles Riv Labs Intl Inc2.36K$406.8K0.0%−$63.6KCut−$65.8K
Bluerock Pvt Real Estate Fd24.1K$400.6K0.0%$29KAdded$130K
Ishares Tr3.93K$399.6K0.0%$12.9KCut−$454.2K
Ishares Tr7.8K$399.4K0.0%−$3.93KAdded$23.1K
Select Sector Spdr Tr9.78K$399.4K0.0%$4.72KCut−$9.16K
Calamos Etf Tr14.7K$399.4K0.0%$1.36KHeld
Wec Energy Group, Inc.WEC3.4K$394.2K0.0%New
Vanguard Malvern Fds5.09K$393.8K0.0%−$2.66KAdded−$27
Phillips 66PSX2.14K$389.1K0.0%$97.5KAdded$152.3K
Spdr Index Shs Fds8.26K$387.5K0.0%$828Cut−$118.1K
Northern Lts Fd Tr Iv27.5K$387.2K0.0%−$6.6KCut−$640K
Vanguard Scottsdale Fds6.96K$385.3K0.0%−$3.07KCut−$206.5K
Citigroup Inc3.37K$381.6K0.0%−$6.57KAdded$147.8K
Moodys Corp874$381.3K0.0%−$60.8KAdded−$35.1K
Invesco Exchange Traded Fd T4.04K$381.3K0.0%$62.6KCut$35.3K
First Tr Exchng Traded Fd Vi12K$378.6K0.0%−$12KAdded$12.5K
Capital Group International11.4K$377.2K0.0%New
Capital Grp Fixed Incm Etf T13.9K$377.1K0.0%−$3.18KCut−$36.8K
Ishares Tr7.17K$376.6K0.0%−$2.27KCut−$8.39M
Adobe Inc.ADBE1.53K$372.9K0.0%−$164KCut−$183.9K
Freeport-Mcmoran IncFCX6.34K$372.5K0.0%New
Abrdn Silver Etf TrustSIVR5.2K$372K0.0%$20.6KCut−$120K
Harmony Gold Mining Co Ltd24K$369.5K0.0%−$108.9KCut−$122.4K
First Tr Exchng Traded Fd Vi12.4K$369.3K0.0%−$5.85KHeld
Aflac IncAFL3.35K$368K0.0%−$1.88KCut−$4.63K
Etfis Ser Tr I16K$364.3K0.0%−$4.66KCut−$103.5K
Astrazeneca Plc OrdAZN1.84K$362.9K0.0%New
Ambarella IncAMBA7.04K$362.6K0.0%New
Robinhood Mkts Inc5.18K$359.1K0.0%New
Ishares Tr1.44K$359.1K0.0%−$40.6KCut−$40.8K
Vaneck Etf Trust15.8K$357.8K0.0%−$3.95KCut−$86.4K
First Tr Exchange Traded Fd6.35K$356.6K0.0%−$26.4KAdded−$26.3K
Innovator Etfs Trust11.3K$353.2K0.0%−$2.72KCut−$12.5K
Target CorpTGT2.9K$351.7K0.0%$59.7KAdded$102.8K
Ssga Active Etf Tr8.67K$348K0.0%−$7.62KAdded$69.7K
First Tr Exch Trd Alphdx Fd4K$347.8K0.0%$29.9KCut−$20.3K
Ishares Tr5.06K$346.4K0.0%$6.8KCut−$453
Mckesson CorpMCK397$343.4K0.0%$18KCut−$31.2K
First Tr Exchange Traded Fd14.8K$340.8K0.0%−$9.95KCut−$37.1K
Nucor CorpNUE2.01K$340.3K0.0%$12KAdded$13.2K
Vertiv Holdings CoVRT1.35K$339.1K0.0%$114.5KAdded$129.6K
Lmp Cap & Income Fd Inc22.7K$339K0.0%$2.72KHeld
Innovator Etfs Trust10.7K$338K0.0%$8.83KAdded$9.88K
Innovator Etfs Trust9.3K$337.7K0.0%−$3.15KAdded$99K
Morgan Stanley Etf Trust6.6K$336.2K0.0%−$3.25KAdded$3.93K
Lowes Cos Inc1.41K$333K0.0%−$6.6KAdded$2.85K
First Tr Exchange-Traded Alp3.34K$324.2K0.0%$2.73KAdded$19.1K
Fidelity Covington Trust4.61K$324.1K0.0%−$17.9KAdded−$15.1K
Bristol-Myers Squibb Co5.33K$323.3K0.0%$35.8KCut$30.6K
Ishares Tr5.22K$321.6K0.0%−$18.1KCut−$21.9K
Calamos Etf Tr11.9K$320.9K0.0%$2.1KHeld
Waste Mgmt Inc Del1.4K$320.6K0.0%$13.4KAdded$31.1K
Capital Group International9.48K$320.6K0.0%−$9.31KAdded−$3.73K
Ford Mtr Co27.6K$317.9K0.0%−$39.8KAdded−$12.2K
D R Horton Inc2.31K$316.8K0.0%−$10.9KAdded$86.8K
Fidelity Covington Trust3.39K$316.3K0.0%−$30.1KAdded−$30K
Pimco Etf Tr6.27K$316.2K0.0%$109Cut−$65.5K
Nushares Etf Tr7.01K$316K0.0%$2.88KCut−$11.8K
Aim Etf Products Trust9.3K$310.2K0.0%−$352Cut−$46.8K
Schwab Strategic Tr6.58K$307.6K0.0%$7.96KCut$4.37K
Alps Etf Tr5.83K$306.9K0.0%$32.7KCut−$41.8K
Barrick Mng Corp7.47K$304.6K0.0%New
Texas Pacific Land Corporati640$303.8K0.0%New
Ishares Tr5.96K$301.9K0.0%New
Pimco Etf Tr3.23K$300.8K0.0%−$4.11KAdded$49K
First Tr Exchange-Traded Alp1.89K$299.6K0.0%−$5.42KAdded$305
Pimco Etf Tr6.62K$298.8K0.0%New
First Tr Exchange-Traded Alp1.94K$298.8K0.0%−$11.1KCut−$119.4K
Schwab Us Tips Etf11.2K$297.2K0.0%$1.34KCut−$4.46K
Range Res Corp6.54K$295.7K0.0%$64.9KHeld
Vanguard Index Fds3.33K$295.4K0.0%$673Cut−$7.2K
Deckers Outdoor CorpDECK2.94K$293.9K0.0%−$9.08KAdded$30.9K
Calamos Etf Tr10.9K$293.6K0.0%−$127Held
Capital Grp Fixed Incm Etf T11.4K$287.6K0.0%−$1.17KAdded$50.9K
Ishares Tr5.39K$286.7K0.0%−$3.56KCut−$53.6K
United Airls Hldgs Inc3.11K$286.5K0.0%−$61.5KCut−$69.2K
Dell Technologies Inc.DELL1.74K$284.7K0.0%$66.4KCut$39.3K
Ishares Tr10.6K$284K0.0%−$6.18KCut−$46.6K
Old Dominion Freight Line In1.45K$283.8K0.0%$56.1KCut$44.1K
American Centy Etf Tr3.5K$282.3K0.0%New
Ishares Inc3.34K$282.1K0.0%New
Alps Etf Tr12.3K$282K0.0%−$2.38KCut−$60.4K
Goldman Sachs Etf Tr2.81K$281.7K0.0%$763Cut−$2.83K
Spdr Series Trust4.32K$281.1K0.0%$1.42KAdded$10.8K
Ishares Tr757$280.6K0.0%New
Johnson Ctls Intl Plc2.14K$280K0.0%New
Invesco Exchange Traded Fd T2.13K$278.9K0.0%−$6.53KHeld
Ecolab Inc.ECL1.05K$278.1K0.0%$3.47KCut$2.42K
Ishares Tr5.8K$275K0.0%New
Invesco Db Multi-Sector Comm2.5K$274.9K0.0%$18.1KCut−$8.26K
Ishares Tr5.1K$274.7K0.0%−$6.68KAdded−$5.93K
Vanguard World Fd1.21K$273.4K0.0%$21.6KCut$20.5K
Global X Fds15.9K$273K0.0%−$8.11KAdded−$2.75K
Vanguard Index Fds909$271.6K0.0%−$14.4KAdded−$14.1K
Starbucks CorpSBUX3.02K$270.9K0.0%$16.2KCut$3.01K
T-Mobile Us Inc1.27K$267.8K0.0%$8.17KAdded$30.6K
Ishares Tr3.98K$266.6K0.0%$22.4KCut$17.3K
Xcel Energy Inc3.35K$266.1K0.0%$18.7KCut$16.5K
First Tr Exchange-Traded Fd7.79K$265.2K0.0%−$10.2KCut−$56.7K
Intercontinental Exchange In1.69K$265K0.0%−$7.86KAdded−$7.08K
Proshares Tr2.49K$264.4K0.0%$4.87KCut$706
First Tr Exchange-Traded Fd5.68K$264K0.0%$10.6KCut−$10.8K
American Healthcare REIT, Inc.AHR5.59K$263.7K0.0%New
First Tr Exchange-Traded Fd4.39K$262.3K0.0%−$597Added$11.4K
Ishares Tr2.22K$261.1K0.0%−$23KAdded−$2.29K
J P Morgan Exchange Traded F2.28K$260.8K0.0%$13.5KCut$6.73K
Northern Lts Fd Tr Iv5.52K$260.4K0.0%$10.8KAdded$18.8K
Sitime CorpSITM751$259.4K0.0%−$5.88KAdded−$5.54K
Innovator Etfs Trust5.4K$258.9K0.0%−$7.76KCut−$13.4K
General Mtrs Co3.46K$258.1K0.0%−$22.7KAdded−$13.4K
First Tr Exch Trd Alphdx Fd4.72K$258K0.0%$4.06KCut−$50.1K
Global X Fds7.75K$257.5K0.0%−$23.3KCut−$30.8K
Innovator Etfs Trust9.23K$252.9K0.0%New
Ark Etf Tr2.09K$251.7K0.0%−$46.2KAdded$273
American Centy Etf Tr3.39K$251.6K0.0%New
Hf Sinclair CorpDINO4.02K$250.9K0.0%New
Invesco Exch Traded Fd Tr Ii6.34K$250.7K0.0%−$15.2KAdded$22.7K
Innovator Etfs Trust5.12K$250.2K0.0%−$6.1KCut−$8.65K
Ishares Tr10.8K$250.1K0.0%−$2.67KCut−$37.1K
Fidelity Covington Trust9.29K$250K0.0%$180Cut−$205.4K
Calamos Etf Tr10.5K$249.3K0.0%New
Goldman Sachs Physical Gold5.4K$249.3K0.0%$19.6KAdded$20.1K
Listed Fds Tr4.28K$247.7K0.0%−$34.3KCut−$61.1K
American Elec Pwr Co Inc1.88K$246.4K0.0%New
Keurig Dr Pepper Inc.KDP9.31K$245K0.0%−$15.6KCut−$28.3K
Regions Financial Corp New9.37K$244.7K0.0%−$7.48KAdded$37.3K
Invesco Exch Traded Fd Tr Ii15.9K$243.7K0.0%−$2.33KAdded$6.55K
Aim Etf Products Trust7.65K$241.8K0.0%−$2.52KHeld
J P Morgan Exchange Traded F4.74K$241.4K0.0%$195Cut−$54.5K
Progressive Corp1.22K$240.9K0.0%−$35.8KCut−$83.4K
Innovator Etfs Trust8.58K$239K0.0%−$7.2KCut−$10.1K
Spdr Series Trust5.24K$237.5K0.0%−$1.9KAdded−$588
Innovator Etfs Trust6.03K$237.2K0.0%−$3.47KHeld
Ishares Inc5.19K$235.8K0.0%$6.55KAdded$12.6K
Innovator Etfs Trust5.5K$235.1K0.0%−$2.92KCut−$3.13K
Weis Mkts Inc3.44K$235K0.0%$13.9KAdded$27.6K
Ishares Tr5.38K$234.9K0.0%−$308Added$9.39K
Invesco Exchange Traded Fd T1.41K$233.7K0.0%New
First Tr Exchng Traded Fd Vi9.41K$233.4K0.0%$899Held
Aim Etf Products Trust6.91K$233.4K0.0%$1.72KHeld
Pacer Fds Tr4.3K$232.3K0.0%−$4.43KHeld
Blackstone Inc.BX2.02K$231.7K0.0%−$78.9KCut−$99K
Republic Svcs Inc1.06K$231.5K0.0%$7.49KCut$1.56K
First Tr Exchng Traded Fd Vi5.42K$230.7K0.0%−$4.8KCut−$40.3K
Logitech Intl S A2.53K$230.6K0.0%−$23KCut−$32K
Aes CorpAES16.3K$230.3K0.0%−$4.09KCut−$12K
Spdr Series Trust1.71K$229.2K0.0%$1.68KCut−$719K
Realty Income CorpO3.73K$228.3K0.0%New
Ishares Tr3.98K$227.7K0.0%$18.2KCut$9.55K
Pnc Finl Svcs Group Inc1.09K$227K0.0%−$705Cut−$6.13K
Enbridge Inc4.14K$224.1K0.0%New
Vaneck Etf Trust7.78K$223.4K0.0%−$5.01KAdded−$4.2K
Kratos Defense & Sec Solutio3.16K$223.1K0.0%New
Innovator Etfs Trust7.76K$222.3K0.0%$1.51KHeld
Ishares Tr1.5K$221K0.0%New
First Tr Exchange-Traded Fd8.63K$220.6K0.0%−$5.96KHeld
Franklin Templeton Etf Tr8.88K$220.2K0.0%−$712Added$503
Ishares Tr2.43K$219.8K0.0%−$13.9KCut−$118.7K
Dbx Etf Tr6.72K$217.9K0.0%$9.53KCut−$421.8K
First Tr Exchng Traded Fd Vi4.37K$217.2K0.0%−$6.39KCut−$16.4K
Ishares U S Etf Tr4.26K$216.7K0.0%−$1.13KCut−$32.7K
Novartis Ag1.42K$216.1K0.0%$21.1KCut$13.6K
Galaxy Digital Inc.GLXY11.7K$215.3K0.0%−$45.6KCut−$74K
Thermo Fisher Scientific Inc.TMO436$214.1K0.0%−$38.8KCut−$45.2K
Innovator Etfs Trust6.39K$214K0.0%−$287Held
Innovator Etfs Trust6.15K$213.4K0.0%$935Cut−$4.42K
Spdr Series Trust8.58K$212.8K0.0%−$1.2KCut−$7.06K
Sandisk CorpSNDK334$212.2K0.0%New
Schwab Strategic Tr8.72K$211.6K0.0%−$871Cut−$30K
Proshares Tr2.44K$211.1K0.0%$5.38KCut−$400.4K
Ishares Tr3.71K$211.1K0.0%−$2.23KCut−$25K
Vanguard Bd Index Fds3.06K$210.6K0.0%−$2.25KCut−$90.6K
Exelon CorpEXC4.26K$208.8K0.0%New
Simplify Exchange Traded Fun6.87K$207.7K0.0%$20.3KCut−$36.2K
Mondelez Intl Inc3.59K$207.2K0.0%New
Sprott Asset Management Lp5.84K$207.1K0.0%New
First Tr Exchange-Traded Fd4.07K$206.2K0.0%$14.5KCut−$13.1K
Corning Inc1.51K$205.9K0.0%New
Spdr Series Trust3.46K$205.8K0.0%New
Innovator Etfs Trust3.75K$205K0.0%New
Vanguard Admiral Fds Inc1.79K$204.8K0.0%$4.5KCut−$230.6K
Invesco Exchange Traded Fd T3.55K$204.5K0.0%New
Ishares Tr2.29K$202.8K0.0%New
Southern Co2.1K$202.6K0.0%New
Us Bancorp Del3.89K$202.5K0.0%New
Enterprise Prods Partners L5.33K$201.6K0.0%New
Ishares Tr2.14K$201.3K0.0%−$5.05KCut−$472.8K
Royal Caribbean Group731$201.1K0.0%−$2.67KCut−$15.8K
Ishares Tr4.32K$201.1K0.0%New
XPO, Inc.XPO1.03K$200.6K0.0%New
Schwab Strategic Tr6.58K$200.5K0.0%$5.85KCut−$106.4K
Collaborative Investmnt Ser8.01K$200.5K0.0%New
Ishares Tr1.56K$200.2K0.0%−$13.8KCut−$61.7K
Fs Kkr Cap Corp16.7K$169.5K0.0%−$61.2KAdded−$26.3K
Blend Labs, Inc.BLND80K$135.9K0.0%−$105.8KAdded−$104.1K
Blackrock Muniholdings Fd In11.2K$126.3K0.0%New
Dnp Select Income Fd Inc11.7K$120.8K0.0%New
Lloyds Banking Group Plc23.8K$119.5K0.0%−$6.42KCut−$10.8K
Opendoor Technologies Inc15.3K$71.6K0.0%New
Cia Energetica De Minas Gera18.4K$44K0.0%$7.17KHeld

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.