13F

Investor

RMG Wealth Management LLC

CIK 0001844731 · filed 2026-05-14 · SEC filing

13F book

$866.4M

Positions

606

306 new · 131 sold

Largest name

21.3%

Schwab Strategic Tr

Est. mark

$9.54M

Price effect on 300 names still held. Flow $84.7M.
NameTickerSharesValueWeightEst. markChange
Schwab Strategic Tr5.41M$184.8M21.3%$16.5KAdded$184.7M
Vanguard Index Fds799.7K$166.5M19.2%$7.43MAdded$12.6M
Ishares Tr1.28M$117.3M13.5%New
Invesco Exchange Traded Fd T1.47M$86.5M10.0%New
Spdr Series Trust3.06M$76.6M8.8%New
Ishares Tr1.08M$57.5M6.6%New
Schwab Strategic Tr1.5M$50.2M5.8%$2.06MCut−$112.7M
Ishares Tr601.1K$30.6M3.5%New
Spdr Series Trust877.1K$29.4M3.4%New
Vanguard Growth Etf63.1K$5.52M0.6%−$293.1KAdded$5.16M
Schwab Strategic Tr169K$5.37M0.6%New
Vanguard Index Fds5.9K$4.01M0.5%$279.1KHeld
Apple Inc.AAPL13.3K$3.9M0.4%$572.5KCut$545.5K
Vanguard Index Fds39.8K$3.11M0.4%−$1.48MAdded$1.11M
Northern Lts Fd Tr Iv27.9K$1.48M0.2%New
Schwab Strategic Tr50K$1.42M0.2%$93.7KCut−$64.7K
Schwab Strategic Tr41.5K$1.36M0.2%$8.78KAdded$1.22M
Lockheed Martin CorpLMT2.5K$1.28M0.1%−$180.3KCut−$468.4K
Ishares Tr28.8K$1.22M0.1%New
Nvidia CorpNVDA5.38K$1.18M0.1%$178.2KAdded$231.3K
Deere & CoDE1.77K$1.04M0.1%$52.4KAdded$595.9K
Constellation Energy CorpCEG3.22K$965.6K0.1%$24.9KCut$23.5K
Northern Lts Fd Tr Iv3.28K$920.1K0.1%New
Ishares Tr6.28K$854.8K0.1%New
Ishares Tr1.13K$838.6K0.1%$66.4KCut−$95K
Vanguard Scottsdale Fds9.47K$783.7K0.1%New
Amazon Com IncAMZN2.77K$745.3K0.1%$99.5KAdded$117.6K
Microsoft CorpMSFT1.79K$739.9K0.1%−$59.2KCut−$74.4K
Alliant Energy CorpLNT9.97K$722.3K0.1%$58KHeld
Advanced Micro Devices IncAMD1.47K$674.4K0.1%$307KCut$249.5K
Alphabet Inc1.7K$661.9K0.1%$98KCut$87.4K
Northern Lts Fd Tr Iv14.1K$642.1K0.1%New
Nushares Etf Tr5.88K$641.6K0.1%New
Ishares Tr2.25K$641.4K0.1%New
Walmart Inc.WMT4.94K$630.3K0.1%$45.6KCut$26.4K
Nushares Etf Tr18.5K$591.9K0.1%New
Mcdonalds CorpMCD1.99K$546.2K0.1%−$61.7KAdded−$55.1K
Johnson & JohnsonJNJ2.46K$545.4K0.1%$2.59KAdded$26.5K
Jpmorgan Chase & Co.1.53K$460.5K0.1%−$8.43KAdded$7.47K
Invesco Qqq Tr638$455.1K0.1%New
Pimco Corporate & Income Opp36.3K$436.6K0.1%New
Northern Lts Fd Tr Iv18.1K$431.6K0.1%New
Ishares Bitcoin Trust EtfIBIT8.73K$405.7K0.0%−$17.7KAdded$288K
Morgan Stanley Etf Trust5.7K$405.5K0.0%New
Tesla, Inc.TSLA860$382.7K0.0%$6.93KAdded$78.1K
Eaton Corp PlcETN899$376.7K0.0%$76.8KAdded$80.2K
Mckesson CorpMCK496$359.7K0.0%−$11.4KAdded$260.6K
Exxon Mobil Corp2.4K$358.6K0.0%$40.9KAdded$47.5K
Us Bancorp Del6.37K$346.9K0.0%−$10.5KAdded−$6.25K
Mge Energy IncMGEE4.29K$316.4K0.0%−$25.6KHeld
Costco Whsl Corp New316$315.8K0.0%$8.02KAdded$14K
Graphene Mfg Group Ordf154.9K$292K0.0%New
Vanguard Specialized Funds1.21K$275.1K0.0%$4.89KHeld
Umb Finl Corp2.11K$274.8K0.0%New
Mastec IncMTZ650$273.9K0.0%New
Allstate Corp1.28K$273.9K0.0%$26.8KAdded$29.3K
Schwab Strategic Tr7.84K$273.1K0.0%$22KAdded$177.8K
Vanguard Index Fds716$260.4K0.0%$40.6KCut−$229.2K
Meta Platforms, Inc.META428$256.3K0.0%−$13.3KAdded$2.26K
Exelon CorpEXC5.74K$253.8K0.0%−$967Cut−$11.1K
Nushares Etf Tr11.8K$253K0.0%New
Middleby CorpMIDD1.62K$252.8K0.0%$6.72KHeld
Chevron Corp NewCVX1.34K$248.3K0.0%$25.3KCut$17.9K
Vanguard Index Fds835$241K0.0%New
Invesco Exch Traded Fd Tr Ii808$237.3K0.0%New
Schwab Strategic Tr9.24K$237.2K0.0%New
Ishares Inc1.05K$234.8K0.0%New
Home Depot, Inc.HD753$234.5K0.0%−$54.6KCut−$75.3K
Broadcom Inc.AVGO501$214.6K0.0%$40KAdded$81.9K
Spdr Series Trust8.54K$214.6K0.0%New
Spdr S&P 500 Etf Tr283$209.2K0.0%$14.7KCut$277
Performance Food Group CoPFGC2.05K$192.5K0.0%New
Ishares Tr1.03K$191.7K0.0%$39.8KHeld
Vanguard World Fd3.02K$189.7K0.0%New
AbbVie Inc.ABBV918$186.1K0.0%−$6.25KAdded$94.3K
Nestle Sa Adr1.89K$185.2K0.0%$10.2KHeld
Intel CorpINTC1.41K$182.1K0.0%$107KHeld
Vaneck Etf Trust309$178.1K0.0%$53.6KHeld
Amgen IncAMGN535$176.3K0.0%−$11.5KCut−$14K
Cameco CorpCCJ1.4K$168.2K0.0%−$1.81KHeld
Nushares Etf Tr3.24K$159.2K0.0%$1.3KAdded$77.4K
Southern Co1.67K$155.7K0.0%$8.06KHeld
State Str Corp1.66K$155.4K0.0%New
Vanguard Intl Equity Index F1.72K$146.7K0.0%New
Invesco Exchange Traded Fd T2.86K$145.9K0.0%New
Thermo Fisher Scientific Inc.TMO318$143.9K0.0%−$59.7KAdded−$57.9K
Lkq CorpLKQ5.1K$143.3K0.0%−$29.5KAdded−$26.4K
Ge Aerospace472$142K0.0%−$27Held
Palantir Technologies Inc.PLTR1.03K$140.6K0.0%−$27.9KAdded−$20.9K
Caterpillar IncCAT149$138.1K0.0%$42.4KHeld
Select Sector Spdr Tr764$135.9K0.0%$25.6KHeld
Invesco Exchange Traded Fd T2.57K$135.4K0.0%New
Fidelity Natl Information Sv3.13K$132.7K0.0%−$59KHeld
Hydrograph Clean Power Inc26.4K$132.4K0.0%New
Diamondback Energy, Inc.FANG675$132.4K0.0%$30KAdded$32.6K
Schwab Strategic Tr2.39K$127.8K0.0%New
Carlisle Cos Inc355$126.9K0.0%$589Held
Fortinet, Inc.FTNT1.08K$125.3K0.0%$41.8KCut−$14.4K
Berkshire Hathaway Inc Del260$124.7K0.0%−$356Added$69.2K
Nextera Energy Inc1.31K$123.8K0.0%$14.2KHeld
GE Vernova Inc.GEV115$123.4K0.0%$48.5KHeld
Applied Matls Inc277$122.9K0.0%$33.3KHeld
Wec Energy Group, Inc.WEC1.06K$119.4K0.0%$4.6KHeld
First Tr Exchange Traded Fd600$118.5K0.0%New
Taiwan Semiconductor Mfg Ltd289$116.9K0.0%$18.7KAdded$34K
Schwab Strategic Tr5.1K$115.7K0.0%New
J P Morgan Exchange Traded F2.03K$113.2K0.0%New
Spdr Gold Tr256$111.3K0.0%−$2.56KHeld
Ishares Tr880$108.7K0.0%−$83.9KAdded−$5.59K
Spdr Series Trust4.78K$106.5K0.0%New
Principal Financial Group In1.06K$106.1K0.0%$8.7KHeld
International Business Machs466$104.2K0.0%−$17.3KAdded$35.1K
Schwab Strategic Tr3.37K$102.5K0.0%New
Ishares Silver Tr1.28K$100.1K0.0%−$8.9KCut−$9.41K
Ishares Tr2.21K$99.4K0.0%New
Wheaton Precious Metals Corp.WPM688$98.9K0.0%$1.24KCut−$71.5K
Amtrust Finl S 7.5 Pfdpfd Ser D6.45K$98.7K0.0%−$1.22KHeld
Netflix IncNFLX1.12K$95.7K0.0%$1.13KCut−$54.6K
Ishares Tr3.8K$94.8K0.0%New
T Rowe Price Etf Inc2.29K$94.3K0.0%New
Visa Inc.V289$93.6K0.0%−$355Added$24.6K
Wells Fargo Co New1.27K$93.5K0.0%−$17.7KAdded−$17.2K
Corning Inc450$93.3K0.0%$51.5KHeld
Coinbase Global, Inc.COIN426$92.3K0.0%−$3.78KHeld
Etf Opportunities Trust1.75K$92.2K0.0%New
Fidelity Comwlth Tr890$92.1K0.0%New
Atmos Energy CorpATO501$91.2K0.0%$8.11KHeld
Softbank Group Corp Unsp Adr E4.73K$88.6K0.0%New
First Tr Exchange-Traded Fd328$86.5K0.0%New
T-Mobile Us Inc453$86.5K0.0%$2.98KCut−$27.4K
CDW CorpCDW839$86K0.0%−$22.1KCut−$60.7K
Mgic Invt Corp Wis3.26K$85.2K0.0%−$2.11KCut−$4.28K
Wesco Intl Inc230$84.2K0.0%New
Manulife Finl Corp2.1K$84K0.0%$6.06KHeld
Safe Bulkers Inc3.16K$82.4K0.0%New
Vanguard Tax-Managed Fds1.13K$80.3K0.0%−$2.97KCut−$129.1K
Pfizer IncPFE3.04K$78.5K0.0%−$1.02KCut−$7.01K
Alps Etf Tr1.81K$78.3K0.0%$6.86KHeld
Pimco Etf Tr797$77.2K0.0%New
Accenture Plc Ireland444$76.5K0.0%−$5.49KAdded$62.8K
Ishares Tr647$76.2K0.0%New
Henry Jack & Assoc Inc524$75.3K0.0%−$24.1KCut−$47.8K
Emerson Elec Co499$69.6K0.0%−$4.45KAdded$3.78K
Schwab Strategic Tr2.37K$68.8K0.0%$762Cut−$5.59M
At&T Inc2.73K$68K0.0%New
First Tr Exchange-Traded Fd330$65.9K0.0%New
Vaneck Etf Trust671$65.5K0.0%−$3.62KHeld
Ishares Tr710$65K0.0%New
Crowdstrike Hldgs Inc119$64.5K0.0%$10.1KAdded$16.6K
Norfolk Southn Corp204$63.5K0.0%$4.17KHeld
Martin Marietta Matls Inc106$62.1K0.0%−$5.76KAdded−$1.08K
Ishares Tr1.16K$58K0.0%New
Salesforce, Inc.CRM326$57.9K0.0%−$9.11KAdded$13.3K
First Trust Dow Jones Global Select Dividend Index Fund1.69K$57.2K0.0%New
Oracle Corp294$57K0.0%$4.53KAdded$7.25K
Ishares Tr504$56.9K0.0%−$550Added$51K
First Tr Exchange Traded Fd502$56.5K0.0%−$31.3KCut−$76.5K
Stryker CorpSYK193$54.5K0.0%−$15.2KHeld
Pepsico IncPEP362$54.1K0.0%$1.25KAdded$8.42K
First Tr Exchange-Traded Fd258$54K0.0%New
Verizon Communications IncVZ1.14K$53.7K0.0%$5.76KAdded$24.6K
Spdr S&P Midcap 400 Etf Tr78$52.5K0.0%New
Analog Devices IncADI124$52.4K0.0%$13.9KHeld
Xcel Energy Inc648$52.2K0.0%$3.24KCut$1.34K
Ishares Tr129$52K0.0%New
Ishares Tr517$51.6K0.0%New
Cirrus Logic, Inc.CRUS287$50K0.0%$12.4KHeld
Nucor CorpNUE213$49.4K0.0%$3.2KAdded$38.2K
Goldman Sachs Group Inc52$49.1K0.0%−$331Added$25.2K
Caseys Gen Stores Inc56$49.1K0.0%$4.17KAdded$39.3K
Select Sector Spdr Tr941$48.2K0.0%−$2.33KHeld
Morgan Stanley248$47.4K0.0%$2.05KHeld
United Parcel Service IncUPS473$47.3K0.0%−$3.21KAdded$9.69K
Schwab Strategic Tr915$46.3K0.0%New
Select Sector Spdr Tr384$45.8K0.0%−$1.02KHeld
Schwab Strategic Tr1.66K$45.5K0.0%$3.81KHeld
Vanguard Intl Equity Index F714$43.1K0.0%$2.73KHeld
Select Sector Spdr Tr246$43.1K0.0%$2.38KHeld
Vanguard World Fd463$43K0.0%New
Cisco Sys Inc425$41.9K0.0%$2.56KAdded$34.2K
Starbucks CorpSBUX392$41.5K0.0%$3.42KAdded$4.47K
Asml Holding N V26$40.7K0.0%$1.88KAdded$26.9K
Ishares Tr170$39.9K0.0%New
Ishares Tr95$39.8K0.0%New
Thrivent Etf Trust2.29K$39K0.0%New
Suncor Energy Inc New588$38.3K0.0%$8.93KHeld
Abbott LabsABT453$37.4K0.0%New
Tapestry, Inc.TPR274$36.5K0.0%$88Held
Ishares Tr300$34.9K0.0%New
Ishares Tr245$33.7K0.0%$20.6KCut−$40.2K
ServiceNow, Inc.NOW354$32.4K0.0%−$11.7KAdded−$10.4K
Procter And Gamble CoPG221$31.7K0.0%−$1.35KHeld
Schwab Charles Corp360$31.6K0.0%−$4.8KAdded$1.79K
Ishares Tr660$31.4K0.0%New
Amphenol Corp New256$31.4K0.0%−$7.11KHeld
Ishares Tr1.16K$31.3K0.0%New
Bank America Corp604$30.5K0.0%−$1.24KCut−$2.39K
Honeywell Intl Inc138$30.2K0.0%−$160Held
Zoetis Inc.ZTS394$30.2K0.0%−$18.8KCut−$30.5K
Ishares Tr500$30.1K0.0%New
Wisdomtree Tr543$29.8K0.0%New
Capital One Finl Corp160$29.4K0.0%−$6.32KAdded−$63
Block Inc400$29.3K0.0%$3.23KHeld
Kkr & Co Inc288$28.6K0.0%−$7.54KHeld
Mastercard IncMA57$28.4K0.0%−$1.63KHeld
BlackRock, Inc.BLK26$28.1K0.0%New
Boston Scientific CorpBSX520$27.8K0.0%−$19.2KAdded−$18.1K
First Tr Exchange Traded Fd358$27K0.0%−$66.3KCut−$101.5K
Ishares Tr120$26.9K0.0%New
Fedex CorpFDX70$26.5K0.0%$4.95KHeld
Edwards Lifesciences CorpEW342$26.4K0.0%New
Ishares Tr162$26.2K0.0%New
Ishares Tr418$25.3K0.0%New
XPO, Inc.XPO121$24.4K0.0%$6.2KCut−$5.68K
Amtrust Finl 7.25 Pfdpfd Ser B1.63K$24K0.0%$1.87KHeld
American Tower Corp New135$24K0.0%New
Union Pac Corp90$23.7K0.0%New
AstraZeneca PLCAZN129$23.5K0.0%New
Barrick Mng Corp497$23.4K0.0%New
Rpm Intl Inc225$22.4K0.0%−$2.76KHeld
Select Sector Spdr Tr155$22.2K0.0%−$2.47KHeld
Centrus Energy CorpLEU100$21.3K0.0%New
Intuit Inc.INTU53$20.8K0.0%−$7.5KCut−$20.9K
Prudential Finl Inc204$20.6K0.0%−$807Added$9.51K
Vertiv Holdings CoVRT56$20.6K0.0%$2.8KAdded$17.9K
Ford Mtr Co1.71K$20.6K0.0%−$2.94KHeld
Fs Specialty Lending Fd1.75K$20.4K0.0%New
Ishares Tr193$20.4K0.0%New
Republic Svcs Inc103$20.4K0.0%−$1.5KAdded$1.27K
Williams Cos Inc274$20.3K0.0%$3.04KHeld
Blackstone Inc.BX165$20K0.0%−$5.75KHeld
Iron Mtn Inc Del150$19.5K0.0%$5.42KHeld
Lightwave Logic, Inc.LWLG1.15K$19.4K0.0%New
Slb Limited/NvSLB295$19.4K0.0%$1.58KAdded$12.1K
Danaher Corporation116$19.3K0.0%−$5.64KAdded$1.19K
Alphabet Inc49$19K0.0%$2.72KHeld
Maiden Holdings1.41K$18.8K0.0%New
Carnival Corp Ltd.CCL730$18.6K0.0%New
Kla CorpKLAC10$18.5K0.0%$2.67KAdded$6.36K
Eli Lilly & CoLLY19$18.4K0.0%−$2.29KHeld
RTX CorpRTX98$17.5K0.0%−$1.54KAdded$252
B. Riley Financial Inc1.9K$17.2K0.0%−$1.09KHeld
Cme Group Inc.CME60$17K0.0%$143Held
Disney Walt Co162$16.9K0.0%−$1.44KCut−$28.6K
Aerovironment IncAVAV100$16.6K0.0%−$14.6KHeld
Axa Sa358$16.6K0.0%New
Tjx Cos Inc New104$15.5K0.0%−$389Added$3.63K
Travelers Companies, Inc.TRV52$15.5K0.0%$1.29KHeld
Bank Nova Scotia Halifax198$15.3K0.0%New
Paypal Hldgs Inc338$15.2K0.0%−$4.1KHeld
Ecolab Inc.ECL60$15.1K0.0%−$1.76KHeld
Advance Auto Parts IncAAP289$15K0.0%$1.71KHeld
Palo Alto Networks IncPANW70$15K0.0%New
Vanguard Index Fds44$14.9K0.0%New
Royal Bk Cda82$14.8K0.0%$1.04KHeld
Spdr Series Trust100$14.8K0.0%New
Dell Technologies Inc.DELL59$14.6K0.0%$7.69KHeld
First Tr Exchange Traded Fd232$14.2K0.0%New
Neos Etf Trust250$14.1K0.0%New
First Majestic Silver CorpAG600$14.1K0.0%$246Cut−$2.65K
First Tr Exchange-Traded Fd300$14.1K0.0%New
Shell Plc164$14K0.0%$2.11KHeld
Columbus Mckinnon Corp N Y887$13.9K0.0%−$4.83KHeld
STERIS plcSTE69$13.9K0.0%−$3.21KAdded−$183
Geron CorpGERN10K$13.9K0.0%$600Held
Allegion plcALLE104$13.8K0.0%New
General Dynamics CorpGD40$13.8K0.0%New
Marvell Technology, Inc.MRVL80$13.7K0.0%New
Allianz Se Funsponsored Adr 1 Adr Reps 0.1 Ord Shs310$13.5K0.0%New
Eagle Cap Growth Fd Inc1.33K$13.2K0.0%New
Prysmian Spa Fsponsored Adr 1 Adr Reps 0.5 Ord Shs139$12.8K0.0%New
Fidelity Covington Trust318$12.7K0.0%New
Bunge Global SaBG100$12.6K0.0%New
Siemens Energy Ag Fsponsored Adr 1 Adr Reps 1 Ord Shs60$12.6K0.0%New
Arista Networks, Inc.ANET91$12.4K0.0%$12.4KCut$11.4K
ConocophillipsCOP107$12.4K0.0%$2.05KHeld
Intercontinental Exchange In76$12K0.0%−$1.1KHeld
Aflac IncAFL103$11.9K0.0%$758Held
Global X Fds749$11.7K0.0%New
Merck & Co., Inc.MRK105$11.6K0.0%$64Added$7.05K
Monolithic Pwr Sys Inc7$11.6K0.0%New
Five9, Inc.FIVN525$11.2K0.0%New
NIKE, Inc.NKE260$11K0.0%−$3.73KAdded$513
Wisdomtree Tr200$11K0.0%New
Hsbc Hldgs Plc119$10.8K0.0%New
Coca Cola CoKO133$10.5K0.0%$531Added$5.1K
Oreilly Automotive Inc114$10.4K0.0%−$606Added$1.59K
Shopify Inc.SHOP100$10.3K0.0%−$3.62KHeld
Comfort Sys Usa Inc5$10.2K0.0%New
Totalenergies SeTTE112$10.2K0.0%New
Hilton Worldwide Hldgs Inc32$10.1K0.0%New
Hartford Insurance Group Inc73$9.64K0.0%$229Held
United Rentals, Inc.URI10$9.38K0.0%−$63Added$5.57K
Cboe Global Mkts Inc26$9.11K0.0%$832Added$6.09K
Hoya Corp Fsponsored Adr 1 Adr Reps 1 Ord Shs52$9.07K0.0%New
Phillips 66PSX51$8.94K0.0%$1.7KHeld
E On Se Sponsored Adr412$8.88K0.0%New
Global X Fds155$8.82K0.0%New
Contango Ore IncCTGO325$8.73K0.0%New
Motorola Solutions, Inc.MSI22$8.63K0.0%−$92Cut−$17.9K
Mccormick & Co Inc183$8.61K0.0%New
Paychex IncPAYX91$8.54K0.0%New
Rio Tinto Plc79$8.52K0.0%New
Interactive Brokers Group In100$8.49K0.0%$806Held
Csx CorpCSX189$8.46K0.0%New
S&P Global Inc.SPGI20$8.42K0.0%−$2.28KHeld
Prologis Inc.58$8.36K0.0%New
Vertex Pharmaceuticals Inc19$8.27K0.0%−$293Added$4.06K
Illinois Tool Wks Inc32$8.07K0.0%−$280Held
Freeport-Mcmoran IncFCX124$7.98K0.0%$475Added$3.05K
Idexx Labs Inc15$7.98K0.0%−$831Added$4.49K
Waste Mgmt Inc Del37$7.92K0.0%−$505Held
Tyson Foods, Inc.TSN118$7.92K0.0%New
Parker-Hannifin CorpPH9$7.87K0.0%−$598Held
Live Nation Entertainment In48$7.82K0.0%$324Added$5.87K
Sherwin Williams CoSHW25$7.82K0.0%−$853Added$711
Hershey CoHSY41$7.76K0.0%New
Medtronic PlcMDT103$7.68K0.0%−$802Added$4.64K
Ge Healthcare Technologies I124$7.65K0.0%−$2.53KHeld
Bae Systems Plc73$7.6K0.0%New
Resmed Inc38$7.55K0.0%−$2.34KHeld
Expedia Group, Inc.EXPE34$7.53K0.0%−$1.47KAdded$520
Inventrust Pptys Corp238$7.45K0.0%New
Global X Fds85$7.45K0.0%New
Flowserve CorpFLS104$7.36K0.0%New
Ww Grainger Inc6$7.36K0.0%$506Added$4.18K
Banco Santander Sa601$7.29K0.0%New
Industria De Diseno Te Fsponsored Adr 1 Adr Rep 0.25 Ord Shs498$7.27K0.0%New
Qualcomm Inc30$7.13K0.0%$2.38KCut−$7.12K
Cintas CorpCTAS43$7.08K0.0%−$1.03KAdded$452
Mitsubishi Ufj Finl Group In385$7K0.0%New
Becton Dickinson & CoBDX48$6.87K0.0%New
Shin-Etsu Chem Co Ltd Fsponsored Adr 1 Adr Reps 0.5 Ord Shs284$6.86K0.0%New
Royal Caribbean Group26$6.85K0.0%New
Lam Research CorpLRCX23$6.81K0.0%New
Intuitive Surgical IncISRG16$6.72K0.0%−$1.27KAdded$407
Synopsys IncSNPS13$6.71K0.0%New
GXO Logistics, Inc.GXO132$6.71K0.0%−$887Cut−$4.8K
Brambles Ltd Fsponsored Adr 1 Adr Reps 2 Ord Shs208$6.69K0.0%New
Tesco Corp348$6.6K0.0%New
Ferguson Enterprises Inc27$6.59K0.0%New
Lowes Cos Inc29$6.56K0.0%−$1.49KCut−$12K
Cadence Design System Inc18$6.56K0.0%$920Held
Heidelberg Matls Ag Fsponsored Adr 1 Adr Reps 0.2 Ord Shs77$6.55K0.0%New
Galderma Group Ag Funsponsored Adr 1 Adr Reps 0.2 Ord Shs154$6.5K0.0%New
Dollar Gen Corp New61$6.38K0.0%New
Labcorp Holdings Inc.LH25$6.38K0.0%−$349Held
Cie Financiere Rich-Unsp Adr322$6.36K0.0%New
Danone436$6.36K0.0%New
Southwest Airls Co158$6.32K0.0%−$519Held
Snap-on IncSNA17$6.3K0.0%−$12Held
Datadog, Inc.DDOG31$6.27K0.0%New
Tokyo Electron Ltd Fsponsored Adr 1 Adr Reps 0.5 Ord Shs37$6.23K0.0%New
Rbc Bearings IncRBC10$6.14K0.0%New
Agnico Eagle Mines LtdAEM31$6.1K0.0%New
Unilever Plc106$6.07K0.0%New
Fastenal CoFAST140$6.06K0.0%−$134Held
Linde PlcLIN12$6.05K0.0%$562Added$2.08K
Ishares Tr47$6.04K0.0%$916Cut−$465.3K
Ameriprise Finl Inc13$6.03K0.0%$5.38KCut−$79.6K
Td Synnex CorpSNX25$5.93K0.0%$2.21KHeld
Ovintiv Inc.OVV100$5.91K0.0%$1.83KHeld
Peloton Interactive, Inc.PTON1.1K$5.86K0.0%−$695Held
Nasdaq, Inc.NDAQ66$5.84K0.0%−$685Held
Philip Morris Intl Inc32$5.83K0.0%$450Held
D R Horton Inc40$5.8K0.0%−$365Added$1.95K
Applovin CorpAPP12$5.74K0.0%New
Sandvik Ab-Sponsored Adr142$5.7K0.0%New
Champion Homes, Inc.SKY82$5.69K0.0%New
Sumitomo Elec Inds Ltd Fsponsored Adr 1 Adr Reps 1 Ord Shs76$5.66K0.0%New
L'Oreal SA67$5.55K0.0%New
Vistra Corp.VST36$5.47K0.0%New
Bank New York Mellon Corp41$5.43K0.0%New
Truist Finl Corp113$5.42K0.0%−$117Added$2.9K
Sony Group Corp254$5.41K0.0%New
Mettler Toledo International Inc/MTD5$5.39K0.0%New
Cnb Finl Corp Pa173$5.32K0.0%$387Held
First Tr Exchange-Traded Fd50$5.23K0.0%New
Autodesk, Inc.ADSK22$5.19K0.0%New
Atlas Copco Ab Sp Adr A New265$5.19K0.0%New
Monster Beverage Corp New59$5.1K0.0%$183Added$2.34K
Ucb S A Fsponsored Adr 1 Adr Reps 0.5 Ord Shs37$5.1K0.0%New
Laser Photonics CorpLASE89$5.04K0.0%New
Carvana Co.CVNA65$4.96K0.0%New
Marriott Intl Inc New14$4.95K0.0%$403Held
NXP Semiconductors N.V.NXPI16$4.9K0.0%New
Jacobs Solutions Inc.J41$4.8K0.0%−$934Held
Axon Enterprise, Inc.AXON12$4.73K0.0%New
Burlington Stores, Inc.BURL16$4.67K0.0%New
Insulet CorpPODD30$4.63K0.0%−$1.22KAdded$1.86K
Unitedhealth Group IncUNH12$4.61K0.0%$371Cut−$8.82K
Corpay, Inc.CPAY13$4.44K0.0%New
Mitsubishi Heavy Inds Funsponsored Adr 1 Adr Reps 1 Ord Shs157$4.42K0.0%New
Cbre Group, Inc.CBRE30$4.38K0.0%−$320Added$2.16K
Howmet Aerospace Inc.HWM16$4.38K0.0%New
Old Dominion Freight Line In22$4.29K0.0%$139Added$2.87K
Ishares Tr50$4.28K0.0%−$5.85KCut−$227.2K
London Stk Exchange Gr Fsponsored Adr 1 Adr Rep 0.25 Ord Shs139$4.26K0.0%New
Baker Hughes Company66$4.26K0.0%New
Comcast Corp New170$4.25K0.0%−$691Held
Roche Hldgs Ag Basel82$4.22K0.0%New
Expeditors Intl Wash Inc27$4.2K0.0%−$190Held
Quicklogic CorpQUIK200$4.14K0.0%New
CoreWeave, Inc.CRWV36$4.13K0.0%New
Alibaba Group Hldg Ltd30$4.12K0.0%−$1.3KCut−$22.8K
Waste Connections, Inc.WCN27$4.08K0.0%−$451Held
Argenx SEARGX5$4.07K0.0%New
Valero Energy Corp16$3.97K0.0%$967Held
Rivian Automotive Inc281$3.96K0.0%−$796Held
Cms Energy Corp54$3.95K0.0%New
Booking Holdings Inc.BKNG25$3.94K0.0%−$5.04KAdded−$1.25K
Hubbell IncHUBB8$3.92K0.0%New
Alcon IncALC63$3.91K0.0%New
Pan Pac Intl Hldgs Cor Funsponsored Adr 1 Adr Reps 1 Ord Shs335$3.85K0.0%New
Chubb Limited12$3.84K0.0%$250Held
Roku, IncROKU30$3.84K0.0%$675Held
Sea LtdSE45$3.82K0.0%New
Ingersoll Rand Inc.IR51$3.81K0.0%−$276Added$2.04K
Natera, Inc.NTRA19$3.78K0.0%New
Orix Corp103$3.78K0.0%New
Brookfield Renewable CorpBEPC100$3.73K0.0%New
Terumo Corp Fsponsored Adr 1 Adr Reps 1 Ord Shs301$3.73K0.0%New
Novonesis A S Funsponsored Adr 1 Adr Reps 1 Ord Shs63$3.73K0.0%New
Vulcan Matls Co13$3.67K0.0%New
Western Digital CorpWDC7$3.61K0.0%New
Natwest Group Plc229$3.61K0.0%New
Safran Fsponsored Adr 1 Adr Rep 0.25 Ord Shs43$3.6K0.0%New
Strive Inc Cl A Com98$3.55K0.0%New
Progressive Corp18$3.54K0.0%−$112Held
Xylem Inc.XYL31$3.47K0.0%New
Celestica IncCLS9$3.43K0.0%New
Us Foods Hldg Corp41$3.43K0.0%New
Woodside Energy Group Ltd153$3.41K0.0%New
Komatsu Ltd80$3.4K0.0%New
Spotify Technology S.A.SPOT8$3.36K0.0%New
Anheuser Busch Inbev Sa/Nv42$3.35K0.0%New
Te Connectivity PlcTEL16$3.3K0.0%New
Ryanair Holdings Plc58$3.28K0.0%New
Ametek Inc/AME14$3.25K0.0%New
Engie Sa Spons Adr100$3.24K0.0%New
TransunionTRU46$3.22K0.0%New
BYD Co LtdBYDDF247$3.21K0.0%New
Teledyne Technologies IncTDY5$3.16K0.0%New
Eqt CorpEQT56$3.16K0.0%New
3M COMMM360$3.11K0.0%New
Sandisk CorpSNDK2$3.1K0.0%New
PENN Entertainment, Inc.PENN194$3.09K0.0%$308Held
Fs Kkr Cap Corp287$3.09K0.0%−$1.06KHeld
Johnson Ctls Intl Plc21$2.98K0.0%New
Digital Rlty Tr Inc15$2.94K0.0%$562Held
Chipotle Mexican Grill IncCMG92$2.94K0.0%New
Clean Harbors IncCLH10$2.94K0.0%New
MSCI Inc.MSCI5$2.92K0.0%New
Spdr Series Trust27$2.91K0.0%New
Solstice Advanced Matls Inc34$2.9K0.0%New
Fidelity National Financial, Inc.FNF60$2.9K0.0%−$361Held
Copart IncCPRT87$2.89K0.0%New
Ventas, Inc.VTR33$2.89K0.0%$348Held
Ares Management Corporation23$2.87K0.0%New
Verisign Inc10$2.87K0.0%$342Held
Essilor Intl S A Fsponsored Adr 1 Adr Reps 0.5 Ord Shs29$2.86K0.0%New
Rubrik, Inc.RBRK46$2.86K0.0%New
Cencora, Inc.COR11$2.86K0.0%New
Alnylam Pharmaceuticals, Inc.ALNY10$2.85K0.0%New
Cnh Indl N V256$2.81K0.0%New
Welltower Inc.WELL13$2.79K0.0%$408Held
Agilent Technologies, Inc.A25$2.79K0.0%New
Willscot Hldgs Corp104$2.78K0.0%New
Nokia Corp198$2.76K0.0%New
Strategy Inc14$2.74K0.0%$483Held
Aercap Holdings Nv253$2.71K0.0%New
Paymentus Holdings, Inc.PAY100$2.67K0.0%New
Berkley W R Corp40$2.66K0.0%New
Sap Se15$2.55K0.0%New
Realty Income CorpO40$2.51K0.0%−$13Added$2.37K
Viking Holdings LtdVIK31$2.51K0.0%New
Doximity, Inc.DOCS95$2.5K0.0%New
Quest Diagnostics IncDGX13$2.47K0.0%$74Held
Trane Technologies PlcTT5$2.38K0.0%$433Held
Pure Storage IncP27$2.36K0.0%New
Lands End Inc New208$2.32K0.0%−$940Cut−$1.21K
Cava Group, Inc.CAVA29$2.32K0.0%New
Ishares Gold Tr49$2.31K0.0%New
Tradeweb Mkts Inc21$2.31K0.0%New
Core Scientific Inc New100$2.29K0.0%$484Held
BILL Holdings, Inc.BILL55$2.28K0.0%New
Lucky Strike Entertainment C288$2.28K0.0%New
StandardAero, Inc.SARO85$2.28K0.0%New
Entegris IncENTG15$2.24K0.0%New
Simon Ppty Group Inc New11$2.21K0.0%$161Held
Dicks Sporting Goods Inc10$2.2K0.0%New
Dominos Pizza IncDPZ7$2.19K0.0%−$639Cut−$16K
Wabtec8$2.15K0.0%$285Cut−$180
Chewy, Inc.CHWY95$2.14K0.0%New
Medline Inc.MDLN54$2.12K0.0%New
Albemarle Corp10$2.1K0.0%$280Held
Medpace Hldgs Inc5$2.09K0.0%New
Texas Instrs Inc7$2.08K0.0%New
RXO, Inc.RXO100$2.07K0.0%New
Lauder Estee Cos Inc25$2.07K0.0%−$902Held
Airbnb, Inc.ABNB15$2.06K0.0%New
PENTAIR plcPNR27$2.05K0.0%New
Robinhood Mkts Inc25$2.02K0.0%New
Somnigroup International Inc.SGI30$2K0.0%New
Centene Corp Del35$1.97K0.0%$390Held
Sba Communications Corp NewSBAC9$1.96K0.0%New
Wingstop Inc.WING15$1.91K0.0%New
Match Group Inc New53$1.9K0.0%$228Held
Global X Fds33$1.88K0.0%New
Defi Technologies, Inc.DEFT2.5K$1.84K0.0%−$331Added$407
Mitsubishi Elec Corp Fsponsored Adr 1 Adr Reps 2 Ord Shs22$1.83K0.0%New
L3harris Technologies Inc6$1.81K0.0%New
Entergy Corp New16$1.81K0.0%$310Held
Bio-Techne CorpTECH38$1.8K0.0%New
Cloudflare, Inc.NET9$1.74K0.0%New
Advanced Drain Sys Inc Del12$1.73K0.0%New
Api Group CorpAPG39$1.72K0.0%New
Kyndryl Hldgs Inc145$1.71K0.0%−$1.36KAdded−$855
Uber Technologies, IncUBER22$1.68K0.0%−$180Cut−$8.28K
Jones Lang Lasalle IncJLL5$1.61K0.0%New
West Pharmaceutical Svsc Inc5$1.61K0.0%$342Held
Fermi Inc.FRMI300$1.61K0.0%New
Huntington Bancshares Inc100$1.6K0.0%−$182Held
Aon plcAON5$1.56K0.0%−$104Held
Rocket Lab CorpRKLB13$1.53K0.0%New
Rentokil Initial Plc45$1.49K0.0%New
MongoDB, Inc.MDB5$1.47K0.0%New
Reddit, Inc.RDDT9$1.44K0.0%New
British Amern Tob Plc24$1.43K0.0%New
Bit Digital, IncBTBT650$1.4K0.0%New
Snowflake Inc.SNOW9$1.36K0.0%New
Schwab Strategic Tr37$1.36K0.0%$206Cut−$45.3M
Hubspot IncHUBS7$1.34K0.0%New
Guidewire Software, Inc.GWRE9$1.21K0.0%New
Moderna, Inc.MRNA21$1.11K0.0%−$19Held
TKO Group Holdings, Inc.TKO6$1.11K0.0%−$94Cut−$21.5K
Draftkings Inc New45$1.1K0.0%New
Joby Aviation Inc100$1.07K0.0%New
Iac IncPPLI25$1.04K0.0%New
Roblox CorpRBLX25$1.03K0.0%New
Quantum Computing Inc.QUBT100$1.02K0.0%−$174Held
Biogen Inc.BIIB5$9900.0%$117Cut−$13.8K
Kimberly Clark CorpKMB10$9580.0%−$54Held
Tenet Healthcare CorpTHC5$9580.0%New
AMERICAN BATTERY TECHNOLOGY CoABAT285$9460.0%−$398Held
Mgm Resorts InternationalMGM25$9330.0%$72Held
Dollar Tree, Inc.DLTR10$9000.0%−$394Held
Airbus Se Unsponsored Adr17$8720.0%New
Kratos Defense & Sec Solutio15$8550.0%New
Charles Riv Labs Intl Inc5$8420.0%−$286Held
Docusign, Inc.DOCU17$7730.0%New
Liberty Media Corp Del8$7420.0%New
Aris Mng CorpARIS1.6K$7130.0%New
Vestas Wind Sys As Unsp Adr68$7010.0%New
Tractor Supply Co22$6660.0%−$527Cut−$4.81K
Definium TherapeDFTX30$6420.0%New
Cheesecake Factory IncCAKE10$6370.0%−$1Held
Ryan Specialty Holdings, Inc.RYAN20$6260.0%New
Shift4 Pmts Inc15$6220.0%New
Epsilon Energy Ltd.EPSN100$5980.0%New
Blue Sphere Corp1.16M$5800.0%New
Builders FirstSource, Inc.BLDR7$5240.0%New
Streamex Corp.STEX550$5220.0%New
e.l.f. Beauty, Inc.ELF9$4970.0%New
Metlife Inc6$4680.0%$10Cut−$7.09K
Textron IncTXT5$4580.0%−$22Held
Vaneck Etf Trust4$4150.0%New
Silvergate Capital Corp1.1K$3870.0%New
Plug Power IncPLUG100$3520.0%$102Held
Bank Montreal Que2$3060.0%$32Held
Trump Media & Technology Gro34$3000.0%−$183Held
Nuscale Pwr Corp20$2660.0%New
TripAdvisor, Inc.TRIP25$2420.0%−$102Held
Petroleo Brasileiro Sa Petro10$2080.0%$71Held
Kroger CoKR3$2040.0%$8Held
Cvs Health CorpCVS2$2040.0%$26Held
National Grid Plc2$1930.0%$16Held
Warner Bros. Discovery, Inc.WBD7$1910.0%New
Vroom Inc24$1520.0%New
McGraw Hill, Inc.MH12$1370.0%New
Vanguard World Fd1$1300.0%New
Hp IncHPQ5$1190.0%$11Held
Belden Inc.BDC1$1110.0%−$7Held
Kraft Heinz CoKHC5$1050.0%−$16Added$5
F&G Annuities & Life Inc3$830.0%−$1Held
Arbor Realty Trust Inc12$800.0%−$13Held
MARRIOTT VACATIONS WORLDWIDE CorpVAC1$750.0%$15Held
Duluth Hldgs Inc24$730.0%New
Angi Inc.ANGI13$670.0%−$105Held
Xos Inc28$530.0%New
Organon & Co.OGN4$530.0%$15Held
Healthier Choices Mgmt C464K$460.0%New
Lendingtree Inc NewTREE1$370.0%−$31Held
Canopy Growth CorpCGC18$200.0%−$1Held
Walgreens Boots Alliance Inc1.43K$00.0%New
Echo Automotive Inc Xxxregistration Revoked By The Sec Eff: 09/19/16100$00.0%New
Fernhill Beverage Inc500K$00.0%New
Cyfit Wellness Solutixxxregistration Revoked By The Sec Eff: 04/04/137K$00.0%New
First Rep Bk San Francisco C50$00.0%$0Held
Ishares Esg Adv Inv Gxxxpending Possible Future Eff:1.6K$00.0%New
Kaleido Biosciences Inc Com70$00.0%New
Escrow Altegrity Inc Com3$00.0%$0Held
Contra Abiomed Inc Com16$00.0%$0Held
Sylios Corp Xxxregistration Revoked By The Sec Eff: 10/20/211$00.0%New
Navios Maritime Partners L.P.NMM0$00.0%New
Thoughtful Brands Inc F100$00.0%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.