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Accel Wealth Management Portfolio
$464.3M across 309 positions as of 2026-09-30, with 27% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+14.5%
-0.0% a year vs the S&P 500
3 years
+17.8%
-3.4% a year vs the S&P 500
5 years
+8.6%
-3.6% a year vs the S&P 500
Quarters ahead
6 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.8% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +14.1% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.3% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.4% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.8% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.8% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +1.4% | +2.1% |
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 |
|---|---|---|---|
| DGROiShares Core Dividend Growth ETF | $22M | 4.7% | 292,343 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $17M | 3.7% | 471,846 |
| JANUS DETROIT STR TR | $16.7M | 3.6% | 343,331 |
| VTVVanguard Value ETF | $11.5M | 2.5% | 53,078 |
| VTIVanguard Total Stock Market ETF | $11.4M | 2.5% | 30,421 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $10.8M | 2.3% | 137,688 |
| AAPLApple Inc | $9.3M | 2.0% | 27,861 |
| DFIVDimensional International Value ETF | $8.8M | 1.9% | 157,875 |
| CGDVCapital Group Dividend Value ETF | $8.8M | 1.9% | 179,454 |
| FIRST TR EXCHANGE-TRADED FD | $8.8M | 1.9% | 419,571 |
| QQQInvesco QQQ Trust, Series 1 | $8.4M | 1.8% | 11,337 |
| VOEVanguard Mid-Cap Value ETF | $8.2M | 1.8% | 41,849 |
| AMZNAmazon.com Inc | $8M | 1.7% | 31,915 |
| NVDANVIDIA Corp | $7.6M | 1.6% | 33,356 |
| FIRST TR EXCHNG TRADED FD VI | $7M | 1.5% | 171,672 |
| ITAiShares U.S. Aerospace & Defense ETF | $6.6M | 1.4% | 31,699 |
| VYMVanguard High Dividend Yield ETF | $6.1M | 1.3% | 39,550 |
| CGGRCapital Group Growth ETF | $6M | 1.3% | 126,190 |
| VBKVanguard Small-Cap Growth ETF | $5.8M | 1.3% | 17,283 |
| INTCIntel Corp | $5.7M | 1.2% | 47,079 |
| XMMOInvesco S&P MidCap Momentum ETF | $5.4M | 1.2% | 36,934 |
| GOOGLAlphabet Inc | $5.2M | 1.1% | 15,052 |
| PIMCO CORPORATE & INCOME OPP | $5.1M | 1.1% | 464,191 |
| BUFRFT Vest Laddered Buffer ETF | $4.9M | 1.1% | 130,897 |
| AGGiShares Core U.S. Aggregate Bond ETF | $4.9M | 1.1% | 51,636 |
| DEDeere & Co | $4.7M | 1.0% | 7,063 |
| SPDR SERIES TRUST | $4.5M | 1.0% | 29,297 |
| MSFTMicrosoft Corp | $4.4M | 0.9% | 8,539 |
| FIRST TR EXCHANGE-TRADED FD | $4.3M | 0.9% | 155,662 |
| VOOVanguard S&P 500 ETF | $4.3M | 0.9% | 6,171 |
| ISHARES TR | $4.2M | 0.9% | 97,584 |
| JAAAJanus Henderson AAA CLO ETF | $4.1M | 0.9% | 82,206 |
| MUMicron Technology Inc | $3.9M | 0.8% | 3,641 |
| VRPINVESCO EXCH TRADED FD TR II | $3.8M | 0.8% | 161,846 |
| VIGVanguard Div Appreciation ETF | $3.7M | 0.8% | 16,041 |
| GLDSPDR Gold Shares | $3.7M | 0.8% | 9,738 |
| SMHVanEck Semiconductor ETF | $3.6M | 0.8% | 5,991 |
| IMCGiShares Morningstar Mid-Cap Growth ETF | $3.5M | 0.8% | 37,683 |
| VANECK ETF TRUST | $3.4M | 0.7% | 122,208 |
| CGBLCapital Group Core Balanced ETF | $3.3M | 0.7% | 91,011 |
| RTXRTX Corp | $3.1M | 0.7% | 16,767 |
| AMDAdvanced Micro Devices Inc | $3.1M | 0.7% | 5,024 |
| SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | $3M | 0.6% | 72,759 |
| KMIKinder Morgan Inc | $2.5M | 0.5% | 83,695 |
| JPMJPMorgan Chase & Co | $2.5M | 0.5% | 7,604 |
| PLTRPalantir Technologies Inc | $2.4M | 0.5% | 13,080 |
| VUGVanguard Growth ETF | $2.4M | 0.5% | 26,924 |
| AIRRFirst Trust RBA American Industrial Renaissance ETF | $2.4M | 0.5% | 22,954 |
| AVGOBroadcom Inc | $2.3M | 0.5% | 6,650 |
| SHLDGlobal X Defense Tech ETF | $2.3M | 0.5% | 37,728 |
| XLIState Street Industrial Select Sector SPDR ETF | $2.1M | 0.5% | 12,748 |
| XSMOInvesco S&P SmallCap Momentum ETF | $2.1M | 0.5% | 26,018 |
| VDEVanguard Energy ETF | $2.1M | 0.5% | 12,280 |
| VDCVanguard Consumer Staples ETF | $2M | 0.4% | 9,316 |
| EATON VANCE TAX ADVT DIV INC | $2M | 0.4% | 72,433 |
| FIRST TR EXCHANGE-TRADED FD | $2M | 0.4% | 94,709 |
| XLFState Street Financial Select Sector SPDR ETF | $2M | 0.4% | 37,027 |
| FVDFirst Trust VL Dividend | $1.8M | 0.4% | 39,422 |
| VPUVanguard Utilities ETF | $1.8M | 0.4% | 10,793 |
| VHTVanguard Health Care ETF | $1.8M | 0.4% | 5,637 |
| PROSHARES TR | $1.8M | 0.4% | 37,037 |
| PEPPepsiCo Inc | $1.8M | 0.4% | 13,827 |
| IVViShares Core S&P 500 ETF | $1.7M | 0.4% | 2,226 |
| NEMNewmont Corporation | $1.7M | 0.4% | 14,748 |
| VEAVanguard FTSE Developed Markets ETF | $1.7M | 0.4% | 23,872 |
| FIRST TR EXCHNG TRADED FD VI | $1.6M | 0.3% | 28,174 |
| COHEN & STEERS INFRASTRUCTUR | $1.6M | 0.3% | 64,755 |
| FVFirst Trust Dorsey Wright Focus 5 ETF | $1.6M | 0.3% | 21,658 |
| VMBSVanguard Mortgage Backed Security | $1.6M | 0.3% | 34,972 |
| FIRST TR EXCHNG TRADED FD VI | $1.5M | 0.3% | 48,372 |
| GOOGAlphabet Inc | $1.4M | 0.3% | 4,239 |
| ABBVAbbVie Inc | $1.4M | 0.3% | 5,518 |
| JNJJohnson & Johnson | $1.4M | 0.3% | 5,403 |
| LLYEli Lilly and Co | $1.4M | 0.3% | 1,207 |
| VOTVanguard Mid-Cap Growth ETF | $1.4M | 0.3% | 4,754 |
| J P MORGAN EXCHANGE TRADED F | $1.4M | 0.3% | 21,808 |
| CATCaterpillar Inc | $1.4M | 0.3% | 1,694 |
| CVXChevron Corp | $1.4M | 0.3% | 6,699 |
| IBMInternational Business Machines Corp | $1.3M | 0.3% | 6,130 |
| EXCHANGE TRADED CONCEPTS TRU | $1.3M | 0.3% | 22,258 |
| FIRST TR EXCHNG TRADED FD VI | $1.3M | 0.3% | 21,333 |
| PGProcter & Gamble Co | $1.3M | 0.3% | 9,060 |
| BXBlackstone Inc | $1.3M | 0.3% | 11,701 |
| VLOValero Energy Corp | $1.2M | 0.3% | 3,199 |
| FIRST TR EXCHNG TRADED FD VI | $1.2M | 0.3% | 21,421 |
| PRUPrudential Financial Inc | $1.2M | 0.3% | 10,584 |
| FIRST TR EXCHNG TRADED FD VI | $1.2M | 0.3% | 20,953 |
| XLUState Street Utilities Select Sector SPDR ETF | $1.2M | 0.3% | 30,104 |
| XOMExxonmobil Holdings Corp | $1.2M | 0.3% | 7,270 |
| PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF | $1.1M | 0.2% | 21,612 |
| VANECK ETF TRUST | $1.1M | 0.2% | 17,337 |
| FIRST TR EXCHNG TRADED FD VI | $1.1M | 0.2% | 18,241 |
| ARCCAres Capital Corp | $1.1M | 0.2% | 58,240 |
| FIRST TR EXCHANGE TRADED FD | $1.1M | 0.2% | 46,961 |
| SPCXSpace Exploration Technologies Corp | $1.1M | 0.2% | 7,294 |
| MRVLMarvell Technology Inc | $1.1M | 0.2% | 4,119 |
| PXHInvesco FTSE RAFI Emerging Markets ETF | $1.1M | 0.2% | 36,317 |
| GLOBAL X FDS | $1.1M | 0.2% | 22,809 |
| IYWiShares U.S. Technology ETF | $1M | 0.2% | 3,946 |
| RVTRoyce Small-Cap Trust Inc | $1M | 0.2% | 60,851 |
| BACBank of America Corp | $995.8K | 0.2% | 18,295 |
| CSCOCisco Systems Inc | $959.8K | 0.2% | 8,917 |
| SPDR INDEX SHS FDS | $959.6K | 0.2% | 17,866 |
| FIRST TR EXCHANGE-TRADED FD | $957K | 0.2% | 48,852 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $944.5K | 0.2% | 2,070 |
| IBITiShares Bitcoin Trust ETF | $937.7K | 0.2% | 19,808 |
| PECOPhillips Edison & Co Inc | $915.5K | 0.2% | 24,517 |
| WMTWalmart Inc | $887.9K | 0.2% | 8,544 |
| GABELLI EQUITY TR INC | $887.5K | 0.2% | 169,374 |
| MGKVanguard Mega Cap Growth ETF | $884.8K | 0.2% | 9,550 |
| PFFiShares Preferred and Income Securities ETF | $875.1K | 0.2% | 29,665 |
| IWMiShares Russell 2000 Index Fund | $862.6K | 0.2% | 3,104 |
| AMERICAN HEALTHCARE REIT INC | $862K | 0.2% | 16,817 |
| SCHFSchwab International Equity ETF | $820.8K | 0.2% | 29,880 |
| TSLATesla Inc | $817.8K | 0.2% | 2,305 |
| FIRST TR EXCHANGE-TRADED FD | $792.4K | 0.2% | 22,887 |
| BRK.BBerkshire Hathaway Inc | $789.3K | 0.2% | 1,585 |
| FPEFirst Trust Preferred Securities and Income ETF ETF | $768.3K | 0.2% | 45,061 |
| FDLFirst Trust Morningstar ETF | $763.1K | 0.2% | 15,539 |
| ARMArm Holdings PLC | $756.3K | 0.2% | 2,611 |
| INVESCO EXCHANGE TRADED FD T | $750.6K | 0.2% | 35,115 |
| AMPAmeriprise Financial Inc | $750K | 0.2% | 1,523 |
| DELLDell Technologies Inc | $749K | 0.2% | 1,392 |
| HTGCHercules Capital Inc | $726.8K | 0.2% | 43,237 |
| ADMArcher-Daniels-Midland Co | $721.6K | 0.2% | 9,091 |
| VOVanguard Mid-Cap ETF | $712.1K | 0.2% | 9,080 |
| CCitigroup Inc | $697.4K | 0.2% | 5,386 |
| METAMeta Platforms Inc | $687.6K | 0.1% | 948 |
| VGTVanguard Information Tech ETF | $687.5K | 0.1% | 5,471 |
| MRKMerck & Co Inc | $686K | 0.1% | 4,721 |
| FIRST TR EXCHANGE-TRADED FD | $682.6K | 0.1% | 22,177 |
| VICTORY PORTFOLIOS II | $674.3K | 0.1% | 10,963 |
| RKLBRocket Lab USA, Inc. | $670.9K | 0.1% | 9,628 |
| NEENextera Energy Inc | $669.7K | 0.1% | 8,842 |
| NLRVanEck Uranium and Nuclear ETF | $668.1K | 0.1% | 6,458 |
| FIRST TR EXCHANGE-TRADED FD | $656.1K | 0.1% | 14,721 |
| PKBPowerShares Dynamic Build & Construction | $655.4K | 0.1% | 7,222 |
| DFAEDimensional Emerging Core Equity Market ETF | $649K | 0.1% | 16,509 |
| GLWCorning Inc | $643.4K | 0.1% | 4,184 |
| WPCW.p. Carey Inc | $643.1K | 0.1% | 9,950 |
| QTECFIRST TR EXCHANGE-TRADED FD | $640.6K | 0.1% | 1,943 |
| VBVanguard Small-Cap ETF | $613.1K | 0.1% | 2,155 |
| LNTAlliant Energy Corp | $605.4K | 0.1% | 9,564 |
| CRWDCrowdStrike Holdings Inc | $600.7K | 0.1% | 2,269 |
| LMTLockheed Martin Corp | $600.6K | 0.1% | 1,179 |
| XHBSPDR Series Trust SPDR Homebuilders ETF | $599.2K | 0.1% | 6,240 |
| GSGoldman Sachs Group Inc | $596.3K | 0.1% | 662 |
| PMPhilip Morris International Inc | $592.8K | 0.1% | 3,107 |
| CEGConstellation Energy Corp | $591.8K | 0.1% | 2,330 |
| SPYISHP ETF Trust NEOS S&P 500 High Income ETF | $584K | 0.1% | 10,984 |
| NOCNorthrop Grumman Corp | $565.3K | 0.1% | 1,169 |
| XLKState Street Technology Select Sector SPDR ETF | $559.1K | 0.1% | 2,856 |
| STWDStarwood Property Trust Inc | $531.8K | 0.1% | 39,394 |
| COSTCostco Wholesale Corp | $526.5K | 0.1% | 578 |
| NLYAnnaly Capital Management Inc | $524.4K | 0.1% | 27,762 |
| ATI INC | $511.2K | 0.1% | 2,699 |
| FIRST TR EXCHNG TRADED FD VI | $505.8K | 0.1% | 10,350 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $505.1K | 0.1% | 4,104 |
| FIRST TR EXCHNG TRADED FD VI | $503.5K | 0.1% | 16,635 |
| EMREmerson Electric Co | $496.7K | 0.1% | 3,202 |
| MPCMarathon Petroleum Corp | $495.2K | 0.1% | 1,252 |
| RSPInvesco S&P 500 Equal Weight ETF | $491.3K | 0.1% | 2,362 |
| FIRST TR EXCHNG TRADED FD VI | $485.8K | 0.1% | 8,588 |
| CENTRAL SECS CORP | $485.6K | 0.1% | 8,748 |
| ILCGiShares Morningstar Large-Cap Growth ETF | $476.6K | 0.1% | 4,075 |
| FIRST TR EXCHANGE TRADED FD | $473.7K | 0.1% | 12,251 |
| FIRST TR EXCHNG TRADED FD VI | $465.3K | 0.1% | 8,684 |
| VVisa Inc | $455.6K | 0.1% | 1,268 |
| GDGeneral Dynamics Corp | $454.3K | 0.1% | 1,369 |
| COKECoca-Cola Consolidated Inc | $452.5K | 0.1% | 2,391 |
| EATON CORP PLC | $449K | 0.1% | 1,045 |
| FCXFreeport-McMoRan Inc | $445K | 0.1% | 6,358 |
| ANETArista Networks Inc | $442.6K | 0.1% | 2,174 |
| OKEONEOK Inc | $441.8K | 0.1% | 5,181 |
| SERIES PORTFOLIOS TR | $440.3K | 0.1% | 10,183 |
| COPConocoPhillips | $427.1K | 0.1% | 3,412 |
| USBUS Bancorp | $426.4K | 0.1% | 7,381 |
| VWOVanguard FTSE Emerging Markets ETF | $416.1K | 0.1% | 7,016 |
| QCOMQualcomm Inc | $412.8K | 0.1% | 2,243 |
| CRMSalesforce Inc | $407.5K | 0.1% | 1,775 |
| ISHARES TR | $404.3K | 0.1% | 5,716 |
| UUUUEnergy Fuels Inc | $396.6K | 0.1% | 35,953 |
| VIOOVanguard S&P Small-Cap 600 ETF | $380.6K | 0.1% | 3,008 |
| FIRST TR EXCHNG TRADED FD VI | $378.6K | 0.1% | 7,000 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $376.9K | 0.1% | 7,506 |
| DVNDevon Energy Corp | $371.1K | 0.1% | 8,061 |
| BPBP PLC | $367.3K | 0.1% | 8,349 |
| NUVEEN PFD & INCOME OPPORTUN | $366K | 0.1% | 53,673 |
| FIRST TR EXCHNG TRADED FD VI | $355.8K | 0.1% | 5,915 |
| SCHXSchwab U.S. Large-Cap ETF | $355.7K | 0.1% | 11,857 |
| HNDLStrategy Shares Nasdaq 7HANDL Index ETF | $351.3K | 0.1% | 16,303 |
| DUKDuke Energy Corp | $349.1K | 0.1% | 3,062 |
| FIRST TR EXCHANGE TRADED FD | $347.3K | 0.1% | 5,864 |
| BABoeing Co | $346K | 0.1% | 1,860 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $346K | 0.1% | 3,492 |
| MCHPMicrochip Technology Inc | $345.7K | 0.1% | 4,445 |
| INVESCO EXCH TRADED FD TR II | $345.4K | 0.1% | 5,486 |
| MAMastercard Inc | $343.6K | 0.1% | 623 |
| FTGCFirst Trust Global Tactical Commodity Strategy Fund | $343.5K | 0.1% | 11,229 |
| EFAiShares MSCI EAFE ETF | $342.6K | 0.1% | 3,298 |
| KOCoca-Cola Co | $335K | 0.1% | 3,892 |
| FIRST TR EXCHANGE-TRADED FD | $328.2K | 0.1% | 15,947 |
| HONHoneywell International Inc | $328K | 0.1% | 1,555 |
| SOXXiShares Semiconductor ETF | $322.4K | 0.1% | 567 |
| BEBloom Energy Corp | $319.1K | 0.1% | 1,152 |
| CASYCaseys General Stores Inc | $317.8K | 0.1% | 522 |
| WWDWoodward Inc | $316.5K | 0.1% | 963 |
| FIRST TR EXCHANGE-TRADED FD | $314.4K | 0.1% | 4,662 |
| VZVerizon Communications Inc | $312K | 0.1% | 6,803 |
| LNGCheniere Energy Inc | $307.4K | 0.1% | 1,143 |
| AMATApplied Materials Inc | $303.2K | 0.1% | 593 |
| AXPAmerican Express Co | $302.5K | 0.1% | 995 |
| PFEPfizer Inc | $301.8K | 0.1% | 10,583 |
| FIRST TR EXCHNG TRADED FD VI | $301.8K | 0.1% | 9,602 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $301.3K | 0.1% | 3,738 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $300.5K | 0.1% | 3,348 |
| IWBiShares Russell 1000 ETF | $298.6K | 0.1% | 718 |
| NRGNRG Energy Inc | $298.5K | 0.1% | 3,121 |
| QYLDGlobal X NASDAQ 100 Covered Call ETF | $298.4K | 0.1% | 16,086 |
| COFCapital One Financial Corp | $297.6K | 0.1% | 1,541 |
| XLVState Street Health Care Select Sector SPDR ETF | $293.5K | 0.1% | 1,742 |
| XLCThe Communication Services Select Sector SPDR Fund | $291.3K | 0.1% | 2,625 |
| SCHDSchwab US Dividend Equity ETF | $290.8K | 0.1% | 8,940 |
| CAPITAL SOUTHWEST CORP | $289.9K | 0.1% | 12,533 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $286.8K | 0.1% | 1,725 |
| PROCURE ETF TRUST II | $286.6K | 0.1% | 6,773 |
| GEGeneral Electric Co | $284.9K | 0.1% | 912 |
| INVESCO EXCHANGE TRADED FD T | $283.4K | 0.1% | 22,242 |
| EATON VANCE TX ADV GLBL DIV | $283K | 0.1% | 12,239 |
| SRLNState Street Blackstone Senior Loan ETF | $281.8K | 0.1% | 6,977 |
| MTUMiShares MSCI USA Momentum Factor ETF | $281.2K | 0.1% | 886 |
| PSXPhillips 66 | $279.1K | 0.1% | 1,093 |
| BLACKROCK CORE BD TR | $277.6K | 0.1% | 33,849 |
| DISWalt Disney Co | $274.8K | 0.1% | 2,619 |
| FUTYFidelity MSCI Utilities Index ETF | $274.1K | 0.1% | 5,370 |
| VCSHVanguard Short-Term Corporate Bond ETF | $272.3K | 0.1% | 3,525 |
| KBESPDR S&P Bank ETF | $271.9K | 0.1% | 4,301 |
| ECHOSTAR CORP | $271.2K | 0.1% | 3,033 |
| PFGPrincipal Financial Group Inc | $271.1K | 0.1% | 2,421 |
| GEVGE Vernova Inc | $270.1K | 0.1% | 284 |
| UNPUnion Pacific Corp | $269.2K | 0.1% | 989 |
| GMGeneral Motors Co | $267.4K | 0.1% | 3,472 |
| ROKRockwell Automation Inc | $263.9K | 0.1% | 606 |
| OGEOGE Energy Corp | $262.6K | 0.1% | 5,782 |
| ADIAnalog Devices Inc | $261.2K | 0.1% | 658 |
| CREDO TECHNOLOGY GROUP HOLDI | $261K | 0.1% | 1,340 |
| IUSViShares Core S&P U.S. Value ETF | $259.4K | 0.1% | 2,352 |
| NUENucor Corp | $259.2K | 0.1% | 1,109 |
| MCDMcDonald's Corp | $257.3K | 0.1% | 1,114 |
| FFord Motor Co | $255.6K | 0.1% | 21,193 |
| VBRVanguard Small-Cap Value ETF | $255.4K | 0.1% | 1,105 |
| SPDR SERIES TRUST | $254.9K | 0.1% | 4,170 |
| SOUNSoundHound AI Inc | $252.7K | 0.1% | 41,972 |
| LRCXLam Research Corp | $252.7K | 0.1% | 769 |
| PGXInvesco Preferred ETF | $251.8K | 0.1% | 25,002 |
| HDViShares Core High Dividend ETF | $251.5K | 0.1% | 8,996 |
| HONAHoneywell Aerospace Inc | $251.1K | 0.1% | 1,620 |
| RYRoyal Bank of Canada | $249.9K | 0.1% | 1,271 |
| TROWT Rowe Price Group Inc | $247.7K | 0.1% | 2,381 |
| EA SERIES TRUST | $244.1K | 0.1% | 14,268 |
| DIMENSIONAL ETF TRUST | $244K | 0.1% | 2,939 |
| ABTAbbott Laboratories | $242.5K | 0.1% | 2,453 |
| TAT&T Inc | $241.7K | 0.1% | 9,908 |
| SHOPShopify Inc | $241.7K | 0.1% | 1,630 |
| AEPAmerican Electric Power Company Inc | $240.9K | 0.1% | 2,030 |
| TMUST-Mobile US Inc | $238.7K | 0.1% | 1,464 |
| VFHVanguard Financials ETF | $236.6K | 0.1% | 1,819 |
| TRINITY CAP INC | $233.2K | 0.1% | 13,286 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $232.7K | 0.1% | 5,234 |
| MMM3M Co | $231.7K | 0.0% | 1,412 |
| ALABAstera Labs, Inc | $231.7K | 0.0% | 651 |
| CLXClorox Co | $231.6K | 0.0% | 2,859 |
| IVWiShares S&P 500 Growth ETF | $227.4K | 0.0% | 1,599 |
| PANWPalo Alto Networks Inc | $226.9K | 0.0% | 571 |
| AVDVAvantis International Small Cap Value ETF | $226.9K | 0.0% | 2,074 |
| COWZPacer US Cash Cows 100 ETF | $225.2K | 0.0% | 3,374 |
| SLViShares Silver Trust | $224.5K | 0.0% | 4,118 |
| NFLXNetflix Inc | $224K | 0.0% | 3,219 |
| OKLO INC | $223.6K | 0.0% | 6,040 |
| SPYDState Street SPDR Portfolio S&P 500 High Dividend ETF | $223.5K | 0.0% | 4,926 |
| IEMGiShares Core MSCI Emerging Markets ETF | $222.8K | 0.0% | 2,745 |
| RYLDGlobal X Russell 2000 Covered Call ETF | $221.6K | 0.0% | 14,325 |
| STONECO LTD | $219.6K | 0.0% | 23,510 |
| FIWFirst Trust Water ETF | $219.5K | 0.0% | 2,115 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $217.4K | 0.0% | 428 |
| KVUEKenvue Inc | $217.3K | 0.0% | 12,304 |
| IWNiShares Russell 2000 Value ETF | $216.9K | 0.0% | 1,035 |
| AVDEAvantis International Equity ETF | $214.7K | 0.0% | 2,383 |
| WMBWilliams Companies Inc | $214.7K | 0.0% | 3,159 |
| BMYBristol-Myers Squibb Co | $211.1K | 0.0% | 3,383 |
| FPEIFIRST TR EXCH TRADED FD III | $209.1K | 0.0% | 11,340 |
| DFSVDimensional ETF Trust Dimensional US Small Cap Value ETF | $208.8K | 0.0% | 5,572 |
| MEDTRONIC PLC | $208.6K | 0.0% | 2,418 |
| XELXcel Energy Inc | $206.1K | 0.0% | 2,924 |
| PFXFVanEck Preferred Securities ex Financials ETF | $199.7K | 0.0% | 11,399 |
| PFFDGlobal X U.S. Preferred ETF | $198.8K | 0.0% | 11,294 |
| PKPark Hotels & Resorts Inc | $185K | 0.0% | 12,000 |
| VALEVale SA | $178.3K | 0.0% | 13,299 |
| LANTRONIX INC | $173K | 0.0% | 24,000 |
| KRPKimbell Royalty Partners LP | $171.4K | 0.0% | 12,000 |
| COMMUNITY HEALTHCARE TR INC | $170.2K | 0.0% | 12,000 |
| RECURSION PHARMACEUTICALS IN | $148.4K | 0.0% | 35,935 |
| AEGAegon Ltd | $135.4K | 0.0% | 15,684 |
| FSKFS KKR Capital Corp | $111.9K | 0.0% | 10,182 |
| WUWestern Union Co | $109.8K | 0.0% | 18,603 |
| GSBDGOLDMAN SACHS BDC INC | $109.1K | 0.0% | 12,000 |
| JOBY AVIATION INC | $63.8K | 0.0% | 10,547 |
| MYOMO INC | $61K | 0.0% | 39,082 |
| BLACKROCK TCP CAPITAL CORP | $48K | 0.0% | 12,000 |
Quarter ending 2026-09-30.
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