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Abound Wealth Management Portfolio
$534.5M across 500 positions as of 2026-09-30, with 63% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IJRiShares Core S&P Small-Cap ETF | $68.7M | 12.9% | 505,146 |
| AGGiShares Core U.S. Aggregate Bond ETF | $50.3M | 9.4% | 532,410 |
| VEAVanguard FTSE Developed Markets ETF | $37.8M | 7.1% | 535,870 |
| IVViShares Core S&P 500 ETF | $33.4M | 6.2% | 43,574 |
| VVVanguard Large-Cap ETF | $31.1M | 5.8% | 88,369 |
| IEMGiShares Core MSCI Emerging Markets ETF | $28.1M | 5.3% | 346,180 |
| VOOVanguard S&P 500 ETF | $24.7M | 4.6% | 35,189 |
| SCHXSchwab U.S. Large-Cap ETF | $24.5M | 4.6% | 816,842 |
| VBVanguard Small-Cap ETF | $19.4M | 3.6% | 68,031 |
| VTIVanguard Total Stock Market ETF | $19M | 3.5% | 50,679 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $18.6M | 3.5% | 207,115 |
| AAPLApple Inc | $13M | 2.4% | 39,144 |
| SPYState Street SPDR S&P 500 ETF Trust | $11.7M | 2.2% | 15,306 |
| IEFAiShares Core MSCI EAFE ETF | $10.8M | 2.0% | 111,371 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $8.2M | 1.5% | 49,216 |
| VWOVanguard FTSE Emerging Markets ETF | $7.7M | 1.4% | 129,845 |
| MSFTMicrosoft Corp | $6.5M | 1.2% | 12,733 |
| AVGOBroadcom Inc | $6.4M | 1.2% | 18,322 |
| TSLATesla Inc | $6.2M | 1.2% | 17,413 |
| NVDANVIDIA Corp | $5.5M | 1.0% | 24,095 |
| QQQInvesco QQQ Trust, Series 1 | $5.3M | 1.0% | 7,108 |
| SCHASchwab U.S. Small-Cap ETF | $4.5M | 0.8% | 138,891 |
| AMZNAmazon.com Inc | $3.7M | 0.7% | 14,777 |
| VNQVanguard Real Estate ETF | $3.7M | 0.7% | 40,865 |
| MUBiShares National Muni Bond ETF | $3M | 0.6% | 29,918 |
| NATIONAL HEALTHCARE CORP | $2.9M | 0.5% | 13,254 |
| AMDAdvanced Micro Devices Inc | $2.6M | 0.5% | 4,268 |
| OKEONEOK Inc | $2.6M | 0.5% | 30,369 |
| SPCXSpace Exploration Technologies Corp | $2.2M | 0.4% | 14,845 |
| FBTCFidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest | $2.2M | 0.4% | 30,668 |
| GOOGAlphabet Inc | $2.2M | 0.4% | 6,318 |
| GOOGLAlphabet Inc | $2M | 0.4% | 5,808 |
| SCHFSchwab International Equity ETF | $1.9M | 0.3% | 67,767 |
| PLTRPalantir Technologies Inc | $1.7M | 0.3% | 9,147 |
| METAMeta Platforms Inc | $1.5M | 0.3% | 2,058 |
| QQQMInvesco NASDAQ 100 ETF | $1.4M | 0.3% | 4,548 |
| BNDVanguard Total Bond Market ETF | $1.3M | 0.2% | 19,030 |
| VTVVanguard Value ETF | $1.3M | 0.2% | 6,098 |
| VUGVanguard Growth ETF | $1.3M | 0.2% | 14,110 |
| JPMJPMorgan Chase & Co | $1.1M | 0.2% | 3,390 |
| SCHBSchwab U.S. Broad Market ETF | $1.1M | 0.2% | 37,013 |
| ACWIiShares MSCI ACWI ETF | $1M | 0.2% | 6,490 |
| CSCOCisco Systems Inc | $945.1K | 0.2% | 8,781 |
| CHUBB LIMITED | $892.5K | 0.2% | 2,744 |
| VTVanguard Total World Stock Index ETF | $890.5K | 0.2% | 5,641 |
| VIGVanguard Div Appreciation ETF | $875.7K | 0.2% | 3,753 |
| SCHDSchwab US Dividend Equity ETF | $849K | 0.2% | 26,099 |
| WMTWalmart Inc | $847.1K | 0.2% | 8,151 |
| VGTVanguard Information Tech ETF | $845.3K | 0.2% | 6,726 |
| IJHiShares Core S&P Mid-Cap ETF | $824.2K | 0.2% | 11,455 |
| NETSKOPE INC | $790.1K | 0.1% | 45,306 |
| RSPInvesco S&P 500 Equal Weight ETF | $716.5K | 0.1% | 3,444 |
| GEVGE Vernova Inc | $687.5K | 0.1% | 723 |
| VOVanguard Mid-Cap ETF | $675.8K | 0.1% | 8,617 |
| JBHTJ B Hunt Transport Services Inc | $659.1K | 0.1% | 2,942 |
| GEGeneral Electric Co | $610.7K | 0.1% | 1,955 |
| QUALiShares MSCI USA Quality Factor ETF | $606.8K | 0.1% | 2,730 |
| SOSouthern Co | $581.6K | 0.1% | 7,016 |
| XOMExxonmobil Holdings Corp | $573.2K | 0.1% | 3,522 |
| SCHESchwab Emerging Markets Equity ETF | $565.3K | 0.1% | 15,509 |
| CRWDCrowdStrike Holdings Inc | $552K | 0.1% | 2,085 |
| XLREReal Estate Select Sector SPDR Fund | $515.6K | 0.1% | 12,603 |
| CATCaterpillar Inc | $511K | 0.1% | 630 |
| FNDXSchwab Fundamental US Large Company Index ETF | $509.4K | 0.1% | 16,186 |
| SMHVanEck Semiconductor ETF | $508.3K | 0.1% | 835 |
| VXUSVanguard Total International Stock ETF | $454.2K | 0.1% | 5,346 |
| AFLAflac Inc | $442.1K | 0.1% | 3,955 |
| MRKMerck & Co Inc | $429.5K | 0.1% | 2,956 |
| LLYEli Lilly and Co | $412.3K | 0.1% | 356 |
| BACBank of America Corp | $405.4K | 0.1% | 7,449 |
| FTECFIDELITY COVINGTON TRUST | $391K | 0.1% | 1,303 |
| AMGNAmgen Inc | $383K | 0.1% | 909 |
| CVXChevron Corp | $381.3K | 0.1% | 1,867 |
| ABBVAbbVie Inc | $379.6K | 0.1% | 1,451 |
| COSTCostco Wholesale Corp | $378.1K | 0.1% | 415 |
| SHOPShopify Inc | $376.8K | 0.1% | 2,541 |
| VONGVanguard Russell 1000 Growth ETF | $357K | 0.1% | 2,769 |
| IWBiShares Russell 1000 ETF | $334.8K | 0.1% | 805 |
| RTXRTX Corp | $328.7K | 0.1% | 1,771 |
| DEDeere & Co | $324.7K | 0.1% | 483 |
| NFLXNetflix Inc | $320K | 0.1% | 4,600 |
| JNJJohnson & Johnson | $316.1K | 0.1% | 1,194 |
| GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $309.8K | 0.1% | 2,136 |
| MUMicron Technology Inc | $308.6K | 0.1% | 290 |
| IVWiShares S&P 500 Growth ETF | $307.4K | 0.1% | 2,161 |
| FNDASchwab Fundamental US Small Company Index ETF | $304.8K | 0.1% | 8,709 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $302K | 0.1% | 662 |
| MAMastercard Inc | $298K | 0.1% | 540 |
| ORLYO'Reilly Automotive Inc | $289.1K | 0.1% | 3,384 |
| PGProcter & Gamble Co | $288.4K | 0.1% | 1,985 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $288.3K | 0.1% | 5,569 |
| LRCXLam Research Corp | $279.9K | 0.1% | 852 |
| SGOViShares 0-3 Month Treasury Bond ETF | $279.8K | 0.1% | 2,779 |
| OEFiShares S&P 100 Fund | $275.9K | 0.1% | 722 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $275.9K | 0.1% | 2,242 |
| LAMRLamar Advertising Co | $273.8K | 0.1% | 1,900 |
| VVisa Inc | $269.3K | 0.1% | 749 |
| WMWaste Management Inc | $266K | 0.0% | 1,304 |
| IWMiShares Russell 2000 Index Fund | $255.8K | 0.0% | 921 |
| GLDSPDR Gold Shares | $253.6K | 0.0% | 666 |
| SCHWAB STRATEGIC TR | $253.2K | 0.0% | 6,906 |
| VEUVanguard FTSE All World Ex US ETF | $247.2K | 0.0% | 2,979 |
| WMBWilliams Companies Inc | $241.2K | 0.0% | 3,549 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $229.7K | 0.0% | 6,393 |
| VBRVanguard Small-Cap Value ETF | $228.5K | 0.0% | 989 |
| ANETArista Networks Inc | $228.1K | 0.0% | 1,121 |
| FNDFSchwab Fundamental International Equity ETF | $227K | 0.0% | 4,222 |
| EFAiShares MSCI EAFE ETF | $222.6K | 0.0% | 2,143 |
| CNICanadian National Railway Co | $213.9K | 0.0% | 1,799 |
| AKREAkre Focus ETF | $210.8K | 0.0% | 4,002 |
| VXFVanguard Extended Market ETF | $210K | 0.0% | 907 |
| SEAGATE TECHNOLOGY HLDNGS PL | $209.9K | 0.0% | 228 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $200.3K | 0.0% | 3,990 |
| AMATApplied Materials Inc | $197.9K | 0.0% | 387 |
| TG THERAPEUTICS INC | $195.6K | 0.0% | 3,506 |
| INTCIntel Corp | $194.5K | 0.0% | 1,617 |
| ADVISORS SER TR | $185.5K | 0.0% | 3,292 |
| IWFiShares Russell 1000 Growth ETF | $184.6K | 0.0% | 1,474 |
| MCHPMicrochip Technology Inc | $183.7K | 0.0% | 2,362 |
| DIMENSIONAL ETF TRUST | $182.6K | 0.0% | 3,320 |
| HDHome Depot Inc | $177.8K | 0.0% | 625 |
| VOOGVanguard S&P 500 Growth ETF | $174.4K | 0.0% | 2,040 |
| MSTRStrategy Inc | $171.4K | 0.0% | 1,120 |
| XLEState Street Energy Select Sector SPDR ETF | $168.5K | 0.0% | 2,740 |
| WFCWells Fargo & Co | $167.9K | 0.0% | 2,097 |
| VSGXVanguard ESG International Stock ETF | $166.7K | 0.0% | 2,057 |
| VYMVanguard High Dividend Yield ETF | $161.9K | 0.0% | 1,043 |
| ISRGIntuitive Surgical Inc | $156.4K | 0.0% | 385 |
| CDNSCadence Design Systems Inc | $155.7K | 0.0% | 471 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $155.1K | 0.0% | 3,490 |
| IBMInternational Business Machines Corp | $154.8K | 0.0% | 704 |
| PANWPalo Alto Networks Inc | $154.6K | 0.0% | 389 |
| DFATDimensional U.S. Targeted Value ETF | $153.2K | 0.0% | 2,306 |
| ABNBAirbnb Inc | $153K | 0.0% | 953 |
| SPDR SERIES TRUST | $152.5K | 0.0% | 1,493 |
| ESGUiShares ESG Aware MSCI USA ETF | $150.1K | 0.0% | 900 |
| BELPOINTE PREP LLC | $149.5K | 0.0% | 3,645 |
| VIKING HOLDINGS LTD | $148.8K | 0.0% | 1,900 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $148.6K | 0.0% | 2,811 |
| GSGoldman Sachs Group Inc | $147.2K | 0.0% | 163 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $143.9K | 0.0% | 283 |
| DIMENSIONAL ETF TRUST | $143.6K | 0.0% | 1,730 |
| SOFISoFi Technologies Inc | $139.8K | 0.0% | 8,893 |
| FNDESchwab Fundamental Emerging Markets Equity ETF | $133.2K | 0.0% | 3,180 |
| VZVerizon Communications Inc | $132K | 0.0% | 2,877 |
| ISHARES TR | $131.6K | 0.0% | 305 |
| ITWIllinois Tool Works Inc | $128.5K | 0.0% | 499 |
| IWDiShares Russell 1000 Value ETF | $126.6K | 0.0% | 511 |
| VOOVVanguard S&P 500 Value ETF | $125.1K | 0.0% | 568 |
| IYJiShares U.S. Industrials ETF | $124.7K | 0.0% | 813 |
| FITBFifth Third Bancorp | $121.3K | 0.0% | 2,398 |
| ZIONZions Bancorporation NA | $121.2K | 0.0% | 1,934 |
| ESGVVanguard ESG U.S. Stock ETF | $116.6K | 0.0% | 860 |
| BMYBristol-Myers Squibb Co | $116.5K | 0.0% | 1,868 |
| VHTVanguard Health Care ETF | $113.8K | 0.0% | 360 |
| NOCNorthrop Grumman Corp | $113.5K | 0.0% | 235 |
| COMPCompass Inc | $113.4K | 0.0% | 12,768 |
| EPDEnterprise Products Partners L.P | $111.9K | 0.0% | 3,143 |
| UNHUnitedHealth Group Inc | $111.4K | 0.0% | 304 |
| MTUMiShares MSCI USA Momentum Factor ETF | $111.2K | 0.0% | 350 |
| IUSGiShares Core S&P U.S. Growth ETF | $110.7K | 0.0% | 572 |
| XLUState Street Utilities Select Sector SPDR ETF | $109.8K | 0.0% | 2,785 |
| MCDMcDonald's Corp | $109.6K | 0.0% | 474 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $107.9K | 0.0% | 1,338 |
| TSLATesla Inc | $106.4K | 0.0% | 300 |
| ONEQFidelity Nasdaq Composite Index ETF | $106K | 0.0% | 1,001 |
| ADPAutomatic Data Processing Inc | $104.8K | 0.0% | 406 |
| ORCLOracle Corp | $104.6K | 0.0% | 762 |
| SYYSysco Corp | $103.4K | 0.0% | 1,326 |
| SPMOInvesco S&P 500 Momentum ETF | $102.7K | 0.0% | 678 |
| DIMENSIONAL ETF TRUST | $102.4K | 0.0% | 1,323 |
| ISHARES TR | $101.9K | 0.0% | 1,655 |
| ISHARES TR | $101.3K | 0.0% | 1,184 |
| OTTER TAIL CORP | $101.1K | 0.0% | 1,149 |
| JCPBJPMorgan Core Plus Bond ETF | $101K | 0.0% | 2,256 |
| AVDEAvantis International Equity ETF | $100.8K | 0.0% | 1,119 |
| JOHNSON CONTROLS INTERNATION | $100.8K | 0.0% | 678 |
| RIVNRivian Automotive Inc | $100.7K | 0.0% | 6,737 |
| MPCMarathon Petroleum Corp | $100.6K | 0.0% | 254 |
| CARNIVAL CORP LTD | $100.3K | 0.0% | 4,086 |
| PXFInvesco RAFI Developed Markets ex-U.S. ETF | $99.5K | 0.0% | 1,305 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $99.5K | 0.0% | 1,756 |
| MELIMercadoLibre Inc | $98.5K | 0.0% | 57 |
| ISHARES TR | $98.2K | 0.0% | 1,684 |
| VRTVertiv Holdings Co | $98.1K | 0.0% | 407 |
| TFCTruist Financial Corp | $98K | 0.0% | 2,117 |
| VGKVanguard FTSEEuropean ETF | $96.4K | 0.0% | 1,111 |
| BSVVanguard Short-Term Bond ETF | $95.2K | 0.0% | 1,246 |
| DIREXION SHARES ETF TRUST | $95K | 0.0% | 791 |
| NWBINorthwest Bancshares Inc | $93.7K | 0.0% | 6,317 |
| TRANE TECHNOLOGIES PLC | $93.7K | 0.0% | 207 |
| FSSLFS Specialty Lending Fund | $93.6K | 0.0% | 8,046 |
| VTEBVanguard Tax-Exempt Bond ETF | $90.3K | 0.0% | 1,907 |
| DGROiShares Core Dividend Growth ETF | $90.3K | 0.0% | 1,198 |
| GLWCorning Inc | $88.3K | 0.0% | 574 |
| ROYAL CARIBBEAN GROUP | $87.3K | 0.0% | 328 |
| KOCoca-Cola Co | $86.6K | 0.0% | 1,006 |
| LMTLockheed Martin Corp | $86.5K | 0.0% | 170 |
| TECHBio-Techne Corp | $86.3K | 0.0% | 1,192 |
| SBUXStarbucks Corp | $86K | 0.0% | 916 |
| BIVVanguard Intermediate-Term Bond ETF | $85.1K | 0.0% | 1,167 |
| KLACKLA Corp | $84.7K | 0.0% | 435 |
| FBCGFidelity Blue Chip Growth ETF | $84K | 0.0% | 1,329 |
| NLYAnnaly Capital Management Inc | $83.1K | 0.0% | 4,397 |
| IRMIron Mountain Inc | $81.9K | 0.0% | 738 |
| CAVA GROUP INC | $79K | 0.0% | 1,461 |
| CCCCCC Intelligent Solutions Holdings Inc | $78.6K | 0.0% | 11,799 |
| EEMiShares MSCI Emerging Index Fund | $78.2K | 0.0% | 1,171 |
| IGSBISHARES TR | $77.1K | 0.0% | 1,506 |
| SNOWSnowflake Inc | $77K | 0.0% | 227 |
| IUSViShares Core S&P U.S. Value ETF | $76.7K | 0.0% | 695 |
| TRVTravelers Companies Inc | $76.6K | 0.0% | 215 |
| TMOThermo Fisher Scientific Inc | $76.1K | 0.0% | 113 |
| FNDCSchwab Fundamental International Small Equity ETF | $75.2K | 0.0% | 1,510 |
| PROSHARES TR | $73.9K | 0.0% | 1,066 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $73.1K | 0.0% | 1,056 |
| TWLOTwilio Inc | $73.1K | 0.0% | 250 |
| CBUCommunity Financial System Inc | $72.5K | 0.0% | 1,218 |
| TMUST-Mobile US Inc | $72.3K | 0.0% | 443 |
| CRMSalesforce Inc | $71.9K | 0.0% | 313 |
| WDAYWorkday Inc | $71.4K | 0.0% | 375 |
| J P MORGAN EXCHANGE TRADED F | $71.1K | 0.0% | 964 |
| DDOGDatadog Inc (Pre-Reincorporation) | $70.6K | 0.0% | 258 |
| OGSONE Gas Inc | $69.1K | 0.0% | 961 |
| APHAmphenol Corp | $68.9K | 0.0% | 817 |
| RSReliance Inc | $68.7K | 0.0% | 179 |
| VILLAGE SUPER MKT INC | $68.1K | 0.0% | 1,500 |
| LNTAlliant Energy Corp | $67.7K | 0.0% | 1,070 |
| AXPAmerican Express Co | $67.7K | 0.0% | 223 |
| KRKroger Co | $67.3K | 0.0% | 1,148 |
| KRGKite Realty Group Trust | $67.1K | 0.0% | 2,751 |
| IGPTInvesco AI and Next Gen Software ETF | $66.1K | 0.0% | 650 |
| ABTAbbott Laboratories | $65.1K | 0.0% | 659 |
| TAT&T Inc | $65.1K | 0.0% | 2,667 |
| VBKVanguard Small-Cap Growth ETF | $64.9K | 0.0% | 192 |
| FIDELITY COVINGTON TRUST | $64.8K | 0.0% | 1,067 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $64.6K | 0.0% | 469 |
| HBANHuntington Bancshares Inc | $63.8K | 0.0% | 4,183 |
| ASML HLDG NV | $63.4K | 0.0% | 35 |
| PPAInvesco Aerospace & Defense ETF | $63.1K | 0.0% | 408 |
| TCOMTrip.com Group Ltd | $62.6K | 0.0% | 1,602 |
| GEOGeo Group Inc | $62.3K | 0.0% | 2,045 |
| ISHARES GOLD TRUST MICRO | $61.4K | 0.0% | 1,482 |
| AVEMAvantis Emerging Markets Equity ETF | $61.3K | 0.0% | 652 |
| GUARDIAN PHARMACY SVCS INC | $61.2K | 0.0% | 1,500 |
| AST SPACEMOBILE INC | $61.2K | 0.0% | 1,039 |
| HRBH & R Block Inc | $61.2K | 0.0% | 1,497 |
| ZSZscaler Inc | $59.8K | 0.0% | 300 |
| CARRCarrier Global Corp | $59.8K | 0.0% | 1,089 |
| BSXBoston Scientific Corp | $59.3K | 0.0% | 1,357 |
| VCRVanguard Consumer Discretion ETF | $59.1K | 0.0% | 162 |
| XLKState Street Technology Select Sector SPDR ETF | $58.6K | 0.0% | 299 |
| ADIAnalog Devices Inc | $58.4K | 0.0% | 147 |
| PEPPepsiCo Inc | $58.3K | 0.0% | 460 |
| ECLEcolab Inc | $57.9K | 0.0% | 211 |
| OVVOvintiv Inc | $57.9K | 0.0% | 1,002 |
| BABoeing Co | $57.8K | 0.0% | 310 |
| EATON CORP PLC | $57.7K | 0.0% | 134 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $57.1K | 0.0% | 576 |
| COPConocoPhillips | $56.1K | 0.0% | 449 |
| FVDFirst Trust VL Dividend | $55.4K | 0.0% | 1,182 |
| CCitigroup Inc | $55.3K | 0.0% | 427 |
| NORDIC AMERICAN TANKERS LIMI | $55.3K | 0.0% | 7,000 |
| VOTVanguard Mid-Cap Growth ETF | $55.2K | 0.0% | 189 |
| TEAMAtlassian Corp | $54.9K | 0.0% | 306 |
| METMetLife Inc | $54.8K | 0.0% | 582 |
| TJXTJX Companies Inc | $54.1K | 0.0% | 409 |
| ASHLAND INC | $53.7K | 0.0% | 791 |
| ITAiShares U.S. Aerospace & Defense ETF | $53.5K | 0.0% | 258 |
| STMSTMicroelectronics NV | $53.5K | 0.0% | 1,002 |
| SLViShares Silver Trust | $53.4K | 0.0% | 980 |
| HWMHowmet Aerospace Inc | $52.4K | 0.0% | 232 |
| VLUEiShares MSCI USA Value Factor ETF | $52.2K | 0.0% | 263 |
| DCODucommun Inc | $51.8K | 0.0% | 302 |
| EFViShares MSCI EAFE Value ETF | $51.7K | 0.0% | 653 |
| VTWOVanguard Russell 2000 ETF | $51.7K | 0.0% | 460 |
| INVESCO EXCH TRADED FD TR II | $51.6K | 0.0% | 401 |
| SCHCSchwab International Small-Cap Equity ETF | $51.2K | 0.0% | 1,028 |
| IXUSiShares Core MSCI Total International Stock ETF | $50.4K | 0.0% | 531 |
| CMGChipotle Mexican Grill Inc | $50.3K | 0.0% | 1,574 |
| SCHHSchwab U.S. REIT ETF | $50.2K | 0.0% | 2,279 |
| FIDELITY COVINGTON TRUST | $49.2K | 0.0% | 1,092 |
| IVEiShares S&P 500 Value ETF | $48.5K | 0.0% | 213 |
| INVESCO EXCHANGE TRADED FD T | $48.2K | 0.0% | 922 |
| REGNRegeneron Pharmaceuticals Inc | $48K | 0.0% | 63 |
| KNSLKinsale Capital Group, Inc. | $47.1K | 0.0% | 146 |
| GEHCGE Healthcare Technologies Inc | $46.7K | 0.0% | 715 |
| HCAHCA Healthcare Inc | $46.7K | 0.0% | 110 |
| SPLVInvesco S&P 500 Low Volatility ETF | $46.5K | 0.0% | 659 |
| TQQQProShares UltraPro QQQ | $46.4K | 0.0% | 595 |
| BNY MELLON ETF TRUST | $46.2K | 0.0% | 945 |
| BEBloom Energy Corp | $46K | 0.0% | 166 |
| NSCNorfolk Southern Corp | $45.8K | 0.0% | 148 |
| BKNGBooking Holdings Inc | $45.8K | 0.0% | 281 |
| SLFSun Life Financial Inc | $44.8K | 0.0% | 574 |
| SHELShell PLC | $44.6K | 0.0% | 470 |
| PFEPfizer Inc | $44.1K | 0.0% | 1,548 |
| SCHPSCHWAB STRATEGIC TR | $43.9K | 0.0% | 1,748 |
| KMBKimberly-Clark Corp | $43.8K | 0.0% | 450 |
| TOSTToast Inc | $43.7K | 0.0% | 1,508 |
| USMViShares MSCI USA Min Vol Factor ETF | $43.7K | 0.0% | 448 |
| AVUVAvantis U.S. Small Cap Value ETF | $43.4K | 0.0% | 369 |
| FDNFirst Trust DJ Internet Index Fund | $43.3K | 0.0% | 150 |
| MDBMongoDB Inc | $43.2K | 0.0% | 124 |
| CLColgate-Palmolive Co | $42.8K | 0.0% | 501 |
| EDConsolidated Edison Inc | $42.7K | 0.0% | 418 |
| ACMAECOM | $42.3K | 0.0% | 717 |
| PYPLPayPal Holdings Inc | $42.1K | 0.0% | 801 |
| DISWalt Disney Co | $42K | 0.0% | 401 |
| LINDE PLC | $41.8K | 0.0% | 88 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $41.2K | 0.0% | 266 |
| IJSiShares S&P SmallCap 600 Value ETF | $40.7K | 0.0% | 318 |
| DLRDigital Realty Trust Inc | $40.6K | 0.0% | 231 |
| TXNTexas Instruments Inc | $39K | 0.0% | 139 |
| IWSiShares Russell Mid-cap Value ETF | $38.7K | 0.0% | 240 |
| BLACKROCK ETF TRUST | $38.4K | 0.0% | 1,056 |
| DUKDuke Energy Corp | $38.4K | 0.0% | 336 |
| SNDKSandisk Corp | $38.3K | 0.0% | 22 |
| PNCPNC Financial Services Group Inc | $37.6K | 0.0% | 169 |
| VFHVanguard Financials ETF | $37.6K | 0.0% | 289 |
| FIDELITY COVINGTON TRUST | $37.4K | 0.0% | 529 |
| DOWDow Inc | $37.3K | 0.0% | 1,353 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $37.2K | 0.0% | 339 |
| VDEVanguard Energy ETF | $37.1K | 0.0% | 215 |
| PMPhilip Morris International Inc | $36.5K | 0.0% | 191 |
| MGKVanguard Mega Cap Growth ETF | $36.1K | 0.0% | 390 |
| SPDR SERIES TRUST | $35.9K | 0.0% | 200 |
| MSMorgan Stanley | $35.8K | 0.0% | 190 |
| EA SERIES TRUST | $35.3K | 0.0% | 504 |
| SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF | $35.2K | 0.0% | 1,090 |
| AMPAmeriprise Financial Inc | $35K | 0.0% | 71 |
| TGTTarget Corp | $34.8K | 0.0% | 222 |
| ETF OPPORTUNITIES TRUST | $34.7K | 0.0% | 1,200 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $34.7K | 0.0% | 444 |
| INVESCO EXCH TRD SLF IDX FD | $34.4K | 0.0% | 493 |
| UBERUber Technologies Inc | $34K | 0.0% | 497 |
| BINCiShares Flexible Income Active ETF | $34K | 0.0% | 670 |
| BUDAnheuser-Busch Inbev SA | $34K | 0.0% | 463 |
| ARKKARK Innovation ETF | $33.8K | 0.0% | 379 |
| WKWorkiva Inc | $33.3K | 0.0% | 500 |
| APDAir Products and Chemicals Inc | $33K | 0.0% | 119 |
| BNY MELLON ETF TRUST | $33K | 0.0% | 987 |
| CSGPCostar Group Inc | $32.9K | 0.0% | 1,200 |
| SNXTD Synnex Corp | $32.9K | 0.0% | 128 |
| FIRST TR EXCHANGE-TRADED FD | $32.8K | 0.0% | 350 |
| JMBSJANUS DETROIT STR TR | $32.8K | 0.0% | 776 |
| GILDGilead Sciences, Inc | $32.6K | 0.0% | 219 |
| IXNiShares Global Tech ETF | $32.5K | 0.0% | 219 |
| VNQIVanguard Global ex-U.S. Real Estate ETF | $32.4K | 0.0% | 763 |
| ISHARES INC | $32.3K | 0.0% | 451 |
| BOTZGLOBAL X FDS | $32.1K | 0.0% | 910 |
| USIGiShares Broad USD Investment Grade Corporate Bond ETF | $32.1K | 0.0% | 658 |
| MIDDMiddleby Corp | $32K | 0.0% | 309 |
| QCOMQualcomm Inc | $31.8K | 0.0% | 173 |
| ISHARES TR | $31.3K | 0.0% | 375 |
| ISHARES TR | $31.3K | 0.0% | 176 |
| SDYState Street SPDR S&P Dividend ETF | $31.3K | 0.0% | 213 |
| IUSBiShares Core Total USD Bond Market ETF | $31.1K | 0.0% | 705 |
| BNDXVanguard Total International Bond ETF | $30.7K | 0.0% | 655 |
| ARGXargenx SE | $30.7K | 0.0% | 32 |
| OAKTREE SPECIALTY LENDING | $30.7K | 0.0% | 2,577 |
| PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $30.2K | 0.0% | 1,564 |
| USCF ETF TR | $29.6K | 0.0% | 950 |
| GNRCGenerac Holdings Inc | $29.6K | 0.0% | 143 |
| TTDTrade Desk Inc | $29K | 0.0% | 2,382 |
| SCHVSchwab U.S. Large-Cap Value ETF | $28.8K | 0.0% | 864 |
| LHLabcorp Holdings Inc | $28.6K | 0.0% | 93 |
| EXEExpand Energy Corp | $28.2K | 0.0% | 335 |
| TDYTeledyne Technologies Inc | $28.1K | 0.0% | 46 |
| VRTXVertex Pharmaceuticals Inc | $27.4K | 0.0% | 52 |
| XCEMCOLUMBIA ETF TR II | $27K | 0.0% | 525 |
| IWOiShares Russell 2000 Growth Fund | $26.8K | 0.0% | 75 |
| CHDNChurchill Downs Inc | $26.8K | 0.0% | 354 |
| VGLTVanguard Long-Term Treasury ETF | $26.7K | 0.0% | 533 |
| TALEN ENERGY CORP | $26.6K | 0.0% | 85 |
| XLVState Street Health Care Select Sector SPDR ETF | $26.4K | 0.0% | 157 |
| NEBIUS GROUP N.V. | $26.4K | 0.0% | 112 |
| LOWLowe's Companies Inc | $26K | 0.0% | 141 |
| AVDVAvantis International Small Cap Value ETF | $26K | 0.0% | 238 |
| AOAiShares Core Aggressive Allocation Fund | $25.6K | 0.0% | 263 |
| DELLDell Technologies Inc | $25.6K | 0.0% | 48 |
| IVLUiShares MSCI Intl Value Factor ETF | $25.2K | 0.0% | 587 |
| EBNDSPDR Bloomberg Emerging Markets Local Bond ETF | $25.1K | 0.0% | 1,217 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $24.9K | 0.0% | 271 |
| KEYKeyCorp | $24.6K | 0.0% | 1,226 |
| SOXXiShares Semiconductor ETF | $24.5K | 0.0% | 43 |
| XELXcel Energy Inc | $24.3K | 0.0% | 345 |
| USBUS Bancorp | $24.3K | 0.0% | 420 |
| INDAIshares MSCI India ETF | $24.3K | 0.0% | 520 |
| ASTRAZENECA PLC | $23.8K | 0.0% | 148 |
| IBOTTA INC | $23.8K | 0.0% | 604 |
| PRFInvesco FTSE RAFI US 1000 ETF | $23.6K | 0.0% | 434 |
| UNPUnion Pacific Corp | $23.5K | 0.0% | 86 |
| DALDelta Air Lines Inc | $23.1K | 0.0% | 277 |
| MFGMizuho Financial Group Inc | $23K | 0.0% | 2,082 |
| JEPIJPMorgan Equity Premium Income ETF | $23K | 0.0% | 409 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $23K | 0.0% | 364 |
| J P MORGAN EXCHANGE TRADED F | $22.8K | 0.0% | 496 |
| DFIVDimensional International Value ETF | $22.4K | 0.0% | 402 |
| CRWVCoreWeave Inc | $22.3K | 0.0% | 256 |
| NEENextera Energy Inc | $22.1K | 0.0% | 292 |
| AMERICAN BATTERY TECHNOLOGY | $22.1K | 0.0% | 10,000 |
| HTGCHercules Capital Inc | $21.9K | 0.0% | 1,300 |
| VRNSVaronis Systems Inc | $21.6K | 0.0% | 456 |
| IWNiShares Russell 2000 Value ETF | $21.5K | 0.0% | 103 |
| SRSpire Inc | $21.4K | 0.0% | 281 |
| BLKBlackRock Inc | $21.4K | 0.0% | 20 |
| QUANTUM COMPUTING INC | $21.1K | 0.0% | 2,500 |
| FIWFirst Trust Water ETF | $21K | 0.0% | 202 |
| SIRISirius XM Holdings Inc | $21K | 0.0% | 810 |
| ISHARES TR | $20.9K | 0.0% | 158 |
| RIOT PLATFORMS INC | $20.8K | 0.0% | 1,030 |
| SPDR SERIES TRUST | $20.7K | 0.0% | 339 |
| YUMYum! Brands Inc | $20.4K | 0.0% | 150 |
| ABAllianceBernstein Holding LP | $20.3K | 0.0% | 583 |
| CLSCelestica Inc | $20.2K | 0.0% | 56 |
| SPGSimon Property Group Inc | $20.2K | 0.0% | 101 |
| WDCWestern Digital Corp | $20K | 0.0% | 44 |
| HONHoneywell International Inc | $19.9K | 0.0% | 94 |
| MEDTRONIC PLC | $19.8K | 0.0% | 230 |
| WSMWilliams-Sonoma Inc | $19.8K | 0.0% | 87 |
| INTERNATIONAL SEAWAYS INC | $19.8K | 0.0% | 180 |
| KMIKinder Morgan Inc | $19.8K | 0.0% | 657 |
| COWZPacer US Cash Cows 100 ETF | $19.7K | 0.0% | 295 |
| INGING Groep NV | $19.4K | 0.0% | 547 |
| NORTHERN LTS FD TR II | $19.4K | 0.0% | 800 |
| XLIState Street Industrial Select Sector SPDR ETF | $19.4K | 0.0% | 116 |
| IBITiShares Bitcoin Trust ETF | $19.3K | 0.0% | 408 |
| AGNICO EAGLE MINES LTD | $19.3K | 0.0% | 105 |
| GLDMSPDR Gold MiniShares Trust | $18.9K | 0.0% | 230 |
| XMMOInvesco S&P MidCap Momentum ETF | $18.9K | 0.0% | 129 |
| FCXFreeport-McMoRan Inc | $18.9K | 0.0% | 269 |
| NACPImpact Shares NAACP Minority Empowerment ETF | $18.7K | 0.0% | 306 |
| BCSBarclays PLC | $18.3K | 0.0% | 756 |
| VIOOVanguard S&P Small-Cap 600 ETF | $18.3K | 0.0% | 145 |
| GDGeneral Dynamics Corp | $18.3K | 0.0% | 55 |
| ENBEnbridge Inc | $18.1K | 0.0% | 390 |
| MMM3M Co | $18.1K | 0.0% | 110 |
| DGXQuest Diagnostics Inc | $18K | 0.0% | 77 |
| FASTFastenal Co | $17.9K | 0.0% | 362 |
| MCKMcKesson Corp | $17.9K | 0.0% | 21 |
| PHOInvesco Water Resources ETF | $17.9K | 0.0% | 264 |
| VOEVanguard Mid-Cap Value ETF | $17.9K | 0.0% | 91 |
| UCBUnited Community Banks Inc | $17.8K | 0.0% | 535 |
| FLEX LTD | $17.7K | 0.0% | 161 |
| MARMarriott International Inc | $17.5K | 0.0% | 49 |
| SPYDState Street SPDR Portfolio S&P 500 High Dividend ETF | $17.4K | 0.0% | 384 |
| XLGInvesco S&P 500 Top 50 ETF | $17.2K | 0.0% | 271 |
| DLTRDollar Tree Inc | $17.2K | 0.0% | 151 |
| MOG.AMoog Inc | $17.2K | 0.0% | 45 |
| AMERICAN CENTY ETF TR | $17.2K | 0.0% | 225 |
| AORiShares Core 60/40 Balanced Allocation ETF | $17.1K | 0.0% | 250 |
| HPEHewlett Packard Enterprise Co | $17.1K | 0.0% | 268 |
| THROiShares U.S. Thematic Rotation Active ETF | $17K | 0.0% | 387 |
| SCHWCharles Schwab Corp | $17K | 0.0% | 174 |
| ISHARES TR | $16.9K | 0.0% | 168 |
| BBarrick Mining Corporation Common Shares | $16.7K | 0.0% | 411 |
| SHYGiShares 0-5 Year High Yield Corporate Bond ETF | $16.6K | 0.0% | 402 |
| NEMNewmont Corporation | $16.6K | 0.0% | 144 |
| VMCVulcan Materials Co | $16.4K | 0.0% | 67 |
| RMBSRambus Inc | $16.3K | 0.0% | 153 |
| OTISOtis Worldwide Corp | $16.1K | 0.0% | 250 |
| FDXFedEx Corp | $16K | 0.0% | 56 |
| SPHQInvesco S&P 500 Quality ETF | $15.9K | 0.0% | 189 |
| UPSUnited Parcel Service Inc | $15.6K | 0.0% | 167 |
| SPOTIFY TECHNOLOGY S A | $15.6K | 0.0% | 32 |
| RIORio Tinto PLC | $15.4K | 0.0% | 164 |
| KINROSS GOLD CORP | $15.4K | 0.0% | 641 |
| PSXPhillips 66 | $15.4K | 0.0% | 60 |
| CEGConstellation Energy Corp | $15.3K | 0.0% | 60 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $15.2K | 0.0% | 140 |
| OSI SYSTEMS INC | $15.2K | 0.0% | 78 |
| NOWServiceNow Inc | $15.1K | 0.0% | 113 |
| CAMBRIA ETF TR | $15.1K | 0.0% | 400 |
| AEPAmerican Electric Power Company Inc | $15.1K | 0.0% | 128 |
| KEYSKeysight Technologies Inc | $14.9K | 0.0% | 41 |
| FIDELITY COVINGTON TRUST | $14.9K | 0.0% | 344 |
| WISDOMTREE TR | $14.8K | 0.0% | 462 |
| FTNTFortinet Inc | $14.6K | 0.0% | 82 |
| PHParker-Hannifin Corp | $14.6K | 0.0% | 15 |
| NVSNovartis AG | $14.4K | 0.0% | 101 |
| IBKRInteractive Brokers Group Inc | $14.3K | 0.0% | 167 |
| LUVSouthwest Airlines Co | $14.2K | 0.0% | 341 |
| TIDAL TRUST III | $14.2K | 0.0% | 324 |
| QTUMDefiance Quantum ETF | $14.2K | 0.0% | 93 |
| FIRST TR EXCHNG TRADED FD VI | $14.1K | 0.0% | 348 |
| GSKGSK plc | $14K | 0.0% | 291 |
| CACICACI International Inc | $14K | 0.0% | 23 |
| PROSHARES TR | $13.9K | 0.0% | 166 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $13.9K | 0.0% | 134 |
| WELLWelltower Inc | $13.8K | 0.0% | 60 |
| LCIILCI Industries | $13.6K | 0.0% | 163 |
| ISHARES TR | $13.6K | 0.0% | 318 |
| PGRProgressive Corp | $13.6K | 0.0% | 65 |
| IWPiShares Russell Midcap Growth ETF | $13.5K | 0.0% | 98 |
| FIDELITY COVINGTON TRUST | $13.4K | 0.0% | 325 |
| SYKStryker Corp | $13.4K | 0.0% | 49 |
| XTISHARES TR | $13.4K | 0.0% | 160 |
| MGCVanguard Mega Cap ETF | $13.3K | 0.0% | 47 |
| RGLDRoyal Gold Inc | $13.3K | 0.0% | 56 |
Quarter ending 2026-09-30.
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