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Anchor Investment Management, LLC Portfolio
$1.3B across 500 positions as of 2026-06-30, with 24% 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
+12.1%
-2.4% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
4 of 22
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +13.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.3% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.1% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.7% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +5.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.0% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.2% | +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 |
|---|---|---|---|
| MSFTMicrosoft Corp | $39.4M | 3.0% | 105,520 |
| AAPLApple Inc | $37.6M | 2.9% | 130,094 |
| VVisa Inc | $36.5M | 2.8% | 106,436 |
| GOOGAlphabet Inc | $35.4M | 2.7% | 100,052 |
| SCHXSchwab U.S. Large-Cap ETF | $35.1M | 2.7% | 1,193,627 |
| FCNCAFirst Citizens BancShares Inc (Delaware) | $33.2M | 2.5% | 15,975 |
| VGTVanguard Information Tech ETF | $25.5M | 1.9% | 213,636 |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $25.2M | 1.9% | 1,236,417 |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $25.2M | 1.9% | 1,282,426 |
| QQQMInvesco NASDAQ 100 ETF | $23.4M | 1.8% | 77,218 |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $23.1M | 1.8% | 1,243,500 |
| GOOGLAlphabet Inc | $22.7M | 1.7% | 63,507 |
| ABBVAbbVie Inc | $21.7M | 1.7% | 86,246 |
| JNJJohnson & Johnson | $21.5M | 1.6% | 84,604 |
| GLWCorning Inc | $19.1M | 1.5% | 74,897 |
| NVDANVIDIA Corp | $18.2M | 1.4% | 90,989 |
| AMZNAmazon.com Inc | $17.5M | 1.3% | 73,472 |
| BRK.BBerkshire Hathaway Inc | $17.5M | 1.3% | 34,902 |
| QQQInvesco QQQ Trust, Series 1 | $16.3M | 1.2% | 22,158 |
| LLYEli Lilly and Co | $15.2M | 1.2% | 12,682 |
| MUMicron Technology Inc | $14.2M | 1.1% | 12,303 |
| CATCaterpillar Inc | $12.6M | 1.0% | 11,863 |
| JPMJPMorgan Chase & Co | $12.6M | 1.0% | 38,543 |
| XOMExxonmobil Holdings Corp | $12.2M | 0.9% | 89,385 |
| UNPUnion Pacific Corp | $12.1M | 0.9% | 44,559 |
| UNHUnitedHealth Group Inc | $11.7M | 0.9% | 28,060 |
| AMATApplied Materials Inc | $11.4M | 0.9% | 15,702 |
| METAMeta Platforms Inc | $11M | 0.8% | 19,453 |
| DUKDuke Energy Corp | $10.4M | 0.8% | 82,510 |
| LOWLowe's Companies Inc | $10.2M | 0.8% | 46,315 |
| KOCoca-Cola Co | $9.7M | 0.7% | 119,853 |
| JPSTJPMorgan Ultra-Short Income ETF | $9.3M | 0.7% | 183,523 |
| AVGOBroadcom Inc | $9.2M | 0.7% | 24,233 |
| SOXXiShares Semiconductor ETF | $9.1M | 0.7% | 14,267 |
| WSOWatsco Inc | $9M | 0.7% | 21,509 |
| FDXFedEx Corp | $8.7M | 0.7% | 27,755 |
| RSGRepublic Services Inc | $8.4M | 0.6% | 39,637 |
| FTNTFortinet Inc | $8.2M | 0.6% | 53,106 |
| MRKMerck & Co Inc | $8.1M | 0.6% | 63,047 |
| COSTCostco Wholesale Corp | $7.8M | 0.6% | 8,329 |
| WMTWalmart Inc | $7.8M | 0.6% | 68,779 |
| PMPhilip Morris International Inc | $7.8M | 0.6% | 42,887 |
| SCHWAB U.S. MID-CAP ETF | $7.5M | 0.6% | 204,286 |
| SOSouthern Co | $7.3M | 0.6% | 76,038 |
| CVXChevron Corp | $7.2M | 0.5% | 43,435 |
| HDHome Depot Inc | $7.2M | 0.5% | 20,339 |
| PGProcter & Gamble Co | $7.1M | 0.5% | 48,741 |
| VOOVanguard S&P 500 ETF | $6.8M | 0.5% | 9,957 |
| MEDTRONIC PLC SHS | $6.6M | 0.5% | 84,404 |
| MCKMcKesson Corp | $6.6M | 0.5% | 8,728 |
| GEMGOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | $6.4M | 0.5% | 123,566 |
| GSIEGoldman Sachs ActiveBeta International Equity ETF | $6.3M | 0.5% | 136,898 |
| SHWSherwin-Williams Co | $6.2M | 0.5% | 18,148 |
| WMWaste Management Inc | $6.2M | 0.5% | 27,930 |
| EFAViShares MSCI EAFE Min Vol Factor ETF | $6.1M | 0.5% | 70,045 |
| ORCLOracle Corp | $6M | 0.5% | 41,272 |
| SCHASchwab U.S. Small-Cap ETF | $5.9M | 0.5% | 164,031 |
| CSCOCisco Systems Inc | $5.9M | 0.5% | 50,415 |
| ENBEnbridge Inc | $5.9M | 0.4% | 108,798 |
| QCOMQualcomm Inc | $5.8M | 0.4% | 31,624 |
| IHIiShares U.S. Medical Devices ETF | $5.8M | 0.4% | 116,624 |
| VHTVanguard Health Care ETF | $5.6M | 0.4% | 18,628 |
| VZVerizon Communications Inc | $5.5M | 0.4% | 129,839 |
| TXNTexas Instruments Inc | $5.5M | 0.4% | 18,396 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $5.4M | 0.4% | 11,377 |
| VUGVanguard Growth ETF | $5.3M | 0.4% | 61,923 |
| VDEVanguard Energy ETF | $5.2M | 0.4% | 34,917 |
| NFLXNetflix Inc | $5.1M | 0.4% | 71,185 |
| MAMastercard Inc | $4.9M | 0.4% | 9,633 |
| ABTAbbott Laboratories | $4.8M | 0.4% | 53,060 |
| VFHVanguard Financials ETF | $4.8M | 0.4% | 36,585 |
| GSGoldman Sachs Group Inc | $4.7M | 0.4% | 4,666 |
| NEENextera Energy Inc | $4.7M | 0.4% | 53,519 |
| EMREmerson Electric Co | $4.6M | 0.4% | 32,196 |
| GEGeneral Electric Co | $4.6M | 0.3% | 12,246 |
| FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $4.5M | 0.3% | 15,868 |
| SPYState Street SPDR S&P 500 ETF Trust | $4.5M | 0.3% | 6,046 |
| VCRVanguard Consumer Discretion ETF | $4.5M | 0.3% | 11,259 |
| SCHDSchwab US Dividend Equity ETF | $4.4M | 0.3% | 139,711 |
| NSCNorfolk Southern Corp | $4.4M | 0.3% | 13,953 |
| BACBank of America Corp | $4.4M | 0.3% | 76,925 |
| MCDMcDonald's Corp | $4.2M | 0.3% | 15,607 |
| AMDAdvanced Micro Devices Inc | $4.2M | 0.3% | 7,202 |
| TMOThermo Fisher Scientific Inc | $4.1M | 0.3% | 8,232 |
| VTVVanguard Value ETF | $4.1M | 0.3% | 18,770 |
| CSXCSX Corp | $4M | 0.3% | 84,650 |
| VTIVanguard Total Stock Market ETF | $4M | 0.3% | 10,809 |
| VCSHVanguard Short-Term Corporate Bond ETF | $4M | 0.3% | 50,283 |
| VLOValero Energy Corp | $4M | 0.3% | 15,240 |
| TSLATesla Inc | $3.9M | 0.3% | 9,359 |
| ADBEAdobe Inc | $3.9M | 0.3% | 19,180 |
| SCHWCharles Schwab Corp | $3.9M | 0.3% | 42,549 |
| VISVanguard Industrials ETF | $3.8M | 0.3% | 10,567 |
| DISWalt Disney Co | $3.7M | 0.3% | 38,665 |
| UNMUnum Group | $3.5M | 0.3% | 39,380 |
| AZOAutozone Inc | $3.5M | 0.3% | 1,089 |
| VOXVanguard Communication Services ETF | $3.5M | 0.3% | 18,891 |
| TROWT Rowe Price Group Inc | $3.3M | 0.2% | 28,853 |
| CINFCincinnati Financial Corp | $3.3M | 0.2% | 17,612 |
| ADPAutomatic Data Processing Inc | $3.2M | 0.2% | 14,456 |
| PEPPepsiCo Inc | $3.2M | 0.2% | 23,781 |
| CGGRCapital Group Growth ETF | $3.2M | 0.2% | 67,512 |
| VNQVanguard Real Estate ETF | $3.2M | 0.2% | 32,878 |
| ORLYO'Reilly Automotive Inc | $3.1M | 0.2% | 34,068 |
| UPSUnited Parcel Service Inc | $3.1M | 0.2% | 29,137 |
| GBDCGolub Capital BDC Inc | $3.1M | 0.2% | 239,802 |
| LPLALPL Financial Holdings Inc | $3.1M | 0.2% | 10,962 |
| ELVElevance Health Inc | $3.1M | 0.2% | 7,984 |
| BKNGBooking Holdings Inc | $3.1M | 0.2% | 17,131 |
| TFCTruist Financial Corp | $3M | 0.2% | 60,384 |
| VDCVanguard Consumer Staples ETF | $3M | 0.2% | 13,226 |
| CHESAPEAKE UTILS CORP COM | $3M | 0.2% | 24,151 |
| VIGVanguard Div Appreciation ETF | $3M | 0.2% | 12,473 |
| ISRGIntuitive Surgical Inc | $2.9M | 0.2% | 7,408 |
| AXPAmerican Express Co | $2.9M | 0.2% | 8,678 |
| SYKStryker Corp | $2.9M | 0.2% | 9,189 |
| CRMSalesforce Inc | $2.8M | 0.2% | 17,983 |
| RTXRTX Corp | $2.8M | 0.2% | 14,770 |
| ADMArcher-Daniels-Midland Co | $2.8M | 0.2% | 36,083 |
| VGSHVanguard Short-Term Treasury ETF | $2.7M | 0.2% | 46,960 |
| LRCXLam Research Corp | $2.7M | 0.2% | 6,258 |
| TSCOTractor Supply Co | $2.7M | 0.2% | 84,763 |
| SONSonoco Products Co | $2.6M | 0.2% | 46,025 |
| DGDollar General Corp | $2.6M | 0.2% | 22,309 |
| SIMPLIFY MBS ETF | $2.6M | 0.2% | 52,255 |
| BANK OF NY MELLON CORP COM | $2.6M | 0.2% | 17,670 |
| VYMIVanguard International High Dividend Yield ETF | $2.5M | 0.2% | 25,750 |
| ASML HLDG NV N Y REGISTRY SHS | $2.5M | 0.2% | 1,259 |
| GEVGE Vernova Inc | $2.5M | 0.2% | 2,109 |
| IBMInternational Business Machines Corp | $2.5M | 0.2% | 8,721 |
| AJGArthur J. Gallagher & Co. | $2.4M | 0.2% | 10,389 |
| VOVanguard Mid-Cap ETF | $2.4M | 0.2% | 29,351 |
| AFLAflac Inc | $2.2M | 0.2% | 19,064 |
| DGROiShares Core Dividend Growth ETF | $2.2M | 0.2% | 29,351 |
| ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $2.2M | 0.2% | 25,262 |
| BABoeing Co | $2.2M | 0.2% | 10,252 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $2.2M | 0.2% | 21,525 |
| MDLZMondelez International Inc | $2.2M | 0.2% | 37,256 |
| VEUVanguard FTSE All World Ex US ETF | $2M | 0.2% | 24,372 |
| PFEPfizer Inc | $2M | 0.2% | 84,672 |
| FEDEX FGHT HLDG CO INC COMMON STOCK | $2M | 0.2% | 13,391 |
| VBVanguard Small-Cap ETF | $2M | 0.2% | 6,650 |
| LMTLockheed Martin Corp | $2M | 0.2% | 3,951 |
| KMBKimberly-Clark Corp | $2M | 0.2% | 17,990 |
| INTCIntel Corp | $1.9M | 0.1% | 13,258 |
| SCHESchwab Emerging Markets Equity ETF | $1.8M | 0.1% | 50,920 |
| IJRiShares Core S&P Small-Cap ETF | $1.8M | 0.1% | 12,448 |
| TDGTransDigm Group Inc | $1.8M | 0.1% | 1,361 |
| PYPLPayPal Holdings Inc | $1.8M | 0.1% | 41,777 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $1.8M | 0.1% | 31,899 |
| ULUnilever PLC | $1.8M | 0.1% | 29,375 |
| VYMVanguard High Dividend Yield ETF | $1.7M | 0.1% | 11,069 |
| SSBSouthState Bank Corp | $1.7M | 0.1% | 17,510 |
| LINDE PLC SHS | $1.7M | 0.1% | 3,350 |
| AMGNAmgen Inc | $1.7M | 0.1% | 4,787 |
| SJMJ.M. Smucker Co | $1.7M | 0.1% | 15,093 |
| BLACKROCK MUN TARGET TERM TR COM SHS BEN IN | $1.6M | 0.1% | 72,345 |
| HDViShares Core High Dividend ETF | $1.6M | 0.1% | 59,045 |
| IWDiShares Russell 1000 Value ETF | $1.6M | 0.1% | 6,654 |
| SCHFSchwab International Equity ETF | $1.6M | 0.1% | 57,407 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $1.6M | 0.1% | 18,039 |
| EPDEnterprise Products Partners L.P | $1.5M | 0.1% | 42,150 |
| CMCSAComcast Corp | $1.5M | 0.1% | 62,606 |
| CFRCullen/Frost Bankers Inc | $1.5M | 0.1% | 9,800 |
| GDGeneral Dynamics Corp | $1.4M | 0.1% | 4,050 |
| WFCWells Fargo & Co | $1.4M | 0.1% | 17,232 |
| CLXClorox Co | $1.4M | 0.1% | 14,719 |
| COPConocoPhillips | $1.4M | 0.1% | 13,307 |
| GSKGSK plc | $1.4M | 0.1% | 26,340 |
| VPUVanguard Utilities ETF | $1.3M | 0.1% | 6,813 |
| SOURCE CAPITAL COM SHS OF BEN I | $1.3M | 0.1% | 28,757 |
| SHOPShopify Inc | $1.3M | 0.1% | 11,432 |
| ATOAtmos Energy Corp | $1.3M | 0.1% | 7,372 |
| ITWIllinois Tool Works Inc | $1.3M | 0.1% | 4,682 |
| CCitigroup Inc | $1.2M | 0.1% | 8,748 |
| FIRST CMNTY CORP S C COM | $1.2M | 0.1% | 36,930 |
| SPGIS&P Global Inc | $1.2M | 0.1% | 2,962 |
| ETEnergy Transfer LP | $1.2M | 0.1% | 63,030 |
| APPApplovin Corp | $1.2M | 0.1% | 2,308 |
| UBERUber Technologies Inc | $1.2M | 0.1% | 16,339 |
| MCOMoody's Corp | $1.1M | 0.1% | 2,538 |
| PAYXPaychex Inc | $1.1M | 0.1% | 11,527 |
| PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $1.1M | 0.1% | 24,567 |
| ECLEcolab Inc | $1.1M | 0.1% | 3,878 |
| CVSCVS Health Corp | $1.1M | 0.1% | 10,174 |
| INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF | $1M | 0.1% | 45,500 |
| BXBlackstone Inc | $1M | 0.1% | 8,704 |
| ALNYAlnylam Pharmaceuticals Inc | $1M | 0.1% | 3,389 |
| VXUSVanguard Total International Stock ETF | $1M | 0.1% | 11,852 |
| SNPSSynopsys Inc | $1M | 0.1% | 2,253 |
| LHLabcorp Holdings Inc | $985.2K | 0.1% | 3,518 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $981.6K | 0.1% | 10,266 |
| CLColgate-Palmolive Co | $978.7K | 0.1% | 10,675 |
| INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF | $977.4K | 0.1% | 41,700 |
| KMIKinder Morgan Inc | $975.1K | 0.1% | 30,501 |
| TE CONNECTIVITY PLC ORD SHS | $967.7K | 0.1% | 4,800 |
| NVSNovartis AG | $932.8K | 0.1% | 5,952 |
| PLTRPalantir Technologies Inc | $931.6K | 0.1% | 7,985 |
| ADIAnalog Devices Inc | $926.6K | 0.1% | 2,333 |
| TRVTravelers Companies Inc | $916.4K | 0.1% | 2,776 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $913.6K | 0.1% | 5,921 |
| TMUST-Mobile US Inc | $908.2K | 0.1% | 5,415 |
| EWEdwards Lifesciences Corp | $901.2K | 0.1% | 9,962 |
| VBRVanguard Small-Cap Value ETF | $891.2K | 0.1% | 3,668 |
| CICigna Group | $888.8K | 0.1% | 3,224 |
| TAT&T Inc | $888.6K | 0.1% | 42,926 |
| PNFPPinnacle Financial Partners Inc | $882.5K | 0.1% | 8,748 |
| DHRDanaher Corp | $875.1K | 0.1% | 4,594 |
| VBKVanguard Small-Cap Growth ETF | $867.9K | 0.1% | 2,373 |
| ICEIntercontinental Exchange Inc | $862.9K | 0.1% | 7,009 |
| ISHARES U.S. CONSUMER DISCRETIONARY ETF | $859.8K | 0.1% | 8,505 |
| LLoews Corp | $843.4K | 0.1% | 7,450 |
| NETCloudflare Inc | $841.8K | 0.1% | 3,432 |
| HUMHumana Inc | $840.9K | 0.1% | 2,117 |
| MOAltria Group Inc | $840.7K | 0.1% | 11,684 |
| SBUXStarbucks Corp | $836.1K | 0.1% | 8,181 |
| CGDVCapital Group Dividend Value ETF | $822.9K | 0.1% | 16,698 |
| PFIXSimplify Interest Rate Hedge ETF | $806.3K | 0.1% | 18,595 |
| FISVFiserv Inc | $804K | 0.1% | 16,392 |
| DDominion Energy Inc | $798.9K | 0.1% | 11,699 |
| MOATVanEck Morningstar Wide Moat ETF | $786.9K | 0.1% | 7,569 |
| ALLAllstate Corp | $785.3K | 0.1% | 3,300 |
| BMYBristol-Myers Squibb Co | $780.1K | 0.1% | 13,538 |
| DEDeere & Co | $766K | 0.1% | 1,208 |
| LHXL3Harris Technologies Inc | $756.1K | 0.1% | 2,602 |
| NOCNorthrop Grumman Corp | $746.1K | 0.1% | 1,465 |
| VOTVanguard Mid-Cap Growth ETF | $742.2K | 0.1% | 2,423 |
| IXJiShares Global Healthcare ETF | $736.5K | 0.1% | 7,486 |
| BLKBlackRock Inc | $732.7K | 0.1% | 762 |
| EFAiShares MSCI EAFE ETF | $730.7K | 0.1% | 7,034 |
| APDAir Products and Chemicals Inc | $727K | 0.1% | 2,480 |
| IMKTAIngles Markets Inc | $704.2K | 0.1% | 7,950 |
| SCHPSCHWAB US TIPS ETF | $687.1K | 0.1% | 25,929 |
| XLFState Street Financial Select Sector SPDR ETF | $670.6K | 0.1% | 12,510 |
| QUALiShares MSCI USA Quality Factor ETF | $667.1K | 0.1% | 3,040 |
| CHECK POINT SOFTWARE TECH LTD ORD | $662.4K | 0.1% | 5,040 |
| APHAmphenol Corp | $661.4K | 0.1% | 3,751 |
| NUENucor Corp | $659.7K | 0.1% | 2,962 |
| MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $653.7K | 0.0% | 12,427 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $640.1K | 0.0% | 6,350 |
| CORCencora Inc | $614.4K | 0.0% | 2,171 |
| IUSGiShares Core S&P U.S. Growth ETF | $602.5K | 0.0% | 3,203 |
| NVONovo Nordisk A/S | $602K | 0.0% | 12,557 |
| DOVDover Corp | $592.1K | 0.0% | 2,640 |
| KEYSKeysight Technologies Inc | $586.7K | 0.0% | 1,676 |
| AEPAmerican Electric Power Company Inc | $581.6K | 0.0% | 4,251 |
| USBUS Bancorp | $561.4K | 0.0% | 9,294 |
| CMICummins Inc | $561.2K | 0.0% | 787 |
| FOXAFox Corp | $559.7K | 0.0% | 10,730 |
| SCHBSchwab U.S. Broad Market ETF | $552.7K | 0.0% | 19,086 |
| WYWeyerhaeuser Co | $549.2K | 0.0% | 22,940 |
| PHMPultegroup Inc | $546.6K | 0.0% | 3,984 |
| BTIBritish American Tobacco plc | $542.4K | 0.0% | 8,783 |
| GPNGlobal Payments Inc | $536.7K | 0.0% | 7,397 |
| CAHCardinal Health Inc | $536.4K | 0.0% | 2,258 |
| GLDSPDR Gold Shares | $533.4K | 0.0% | 1,448 |
| GDXVanEck Gold Miners ETF | $527.8K | 0.0% | 6,995 |
| EATON CORP PLC SHS | $516K | 0.0% | 1,211 |
| AMLPAlerian MLP ETF | $508.1K | 0.0% | 9,800 |
| JCPBJPMorgan Core Plus Bond ETF | $502.4K | 0.0% | 10,703 |
| VAWVanguard Materials ETF | $497.9K | 0.0% | 2,176 |
| CAPITAL GROUP CORE PLUS INCOME ETF | $494.9K | 0.0% | 22,203 |
| METMetLife Inc | $494K | 0.0% | 5,838 |
| DOCHealthpeak Properties Inc | $493.8K | 0.0% | 23,075 |
| MSMorgan Stanley | $486.1K | 0.0% | 2,326 |
| URIUnited Rentals Inc | $486K | 0.0% | 429 |
| FIRST TRUST CAPITAL STRENGTH ETF | $481.4K | 0.0% | 5,126 |
| KLACKLA Corp | $479.7K | 0.0% | 1,590 |
| VEAVanguard FTSE Developed Markets ETF | $479.6K | 0.0% | 6,732 |
| CTVACorteva Inc | $477.7K | 0.0% | 5,641 |
| INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $469K | 0.0% | 20,990 |
| GLDMSPDR Gold MiniShares Trust | $468.5K | 0.0% | 5,899 |
| RSPInvesco S&P 500 Equal Weight ETF | $464.7K | 0.0% | 2,184 |
| BDXBecton Dickinson and Co | $460.8K | 0.0% | 3,045 |
| EXPDExpeditors International of Washington Inc | $453.9K | 0.0% | 2,785 |
| IWBiShares Russell 1000 ETF | $450K | 0.0% | 1,099 |
| AWKAmerican Water Works Co Inc | $436.7K | 0.0% | 3,319 |
| AVUVAvantis U.S. Small Cap Value ETF | $432.3K | 0.0% | 3,465 |
| DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | $429.1K | 0.0% | 7,164 |
| HPEHewlett Packard Enterprise Co | $429K | 0.0% | 9,510 |
| CLSCelestica Inc | $428.6K | 0.0% | 1,175 |
| PGRProgressive Corp | $426K | 0.0% | 1,950 |
| BNBrookfield Corporation Class A Limited Voting Shares | $419.3K | 0.0% | 9,845 |
| IGHGPROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED | $419.1K | 0.0% | 5,350 |
| PACER GLOBAL CASH COWS DIVIDEND ETF | $415.9K | 0.0% | 9,605 |
| ENTGEntegris Inc | $414.8K | 0.0% | 2,306 |
| DHID.R. Horton Inc | $412.7K | 0.0% | 2,534 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $406K | 0.0% | 15,307 |
| PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | $404K | 0.0% | 8,000 |
| WMBWilliams Companies Inc | $403.6K | 0.0% | 5,429 |
| INDEXPERTS YIELD FOCUSED FIXED INCOME ETF | $400.9K | 0.0% | 40,087 |
| IJHiShares Core S&P Mid-Cap ETF | $398K | 0.0% | 5,162 |
| INTUIntuit Inc | $398K | 0.0% | 1,525 |
| ZBHZimmer Biomet Holdings, Inc | $389.6K | 0.0% | 4,526 |
| TERTeradyne Inc | $378.4K | 0.0% | 782 |
| MGKVanguard Mega Cap Growth ETF | $378K | 0.0% | 4,300 |
| IYWiShares U.S. Technology ETF | $372.9K | 0.0% | 1,479 |
| IVViShares Core S&P 500 ETF | $372.8K | 0.0% | 498 |
| CPRTCopart Inc | $371.3K | 0.0% | 13,173 |
| COFCapital One Financial Corp | $370.9K | 0.0% | 1,849 |
| OHIOmega Healthcare Investors, Inc | $362K | 0.0% | 7,593 |
| EBAYeBay Inc | $357.8K | 0.0% | 3,202 |
| GILDGilead Sciences, Inc | $357.7K | 0.0% | 2,831 |
| SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF | $354.9K | 0.0% | 17,373 |
| PSXPhillips 66 | $354K | 0.0% | 2,094 |
| RILASymetra Buffered Annuity S&P 500 with enhanced particpation | $351.8K | 0.0% | 29,027 |
| XBIState Street SPDR S&P Biotech ETF | $350.8K | 0.0% | 2,217 |
| FASTFastenal Co | $350.1K | 0.0% | 7,290 |
| INDEXPERTS QUALITY EARNINGS FOCUSED ETF | $350.1K | 0.0% | 29,750 |
| CTSHCognizant Technology Solutions Corp | $345.7K | 0.0% | 8,925 |
| SPCXSpace Exploration Technologies Corp | $342.7K | 0.0% | 2,006 |
| KRKroger Co | $339.3K | 0.0% | 6,110 |
| SHELShell PLC | $336.4K | 0.0% | 4,338 |
| CARRCarrier Global Corp | $333.8K | 0.0% | 4,551 |
| SANBanco Santander SA | $325.6K | 0.0% | 23,591 |
| SPOTIFY TECHNOLOGY S A SHS | $324.1K | 0.0% | 706 |
| MRVLMarvell Technology Inc | $321.1K | 0.0% | 1,078 |
| LKQLKQ Corp | $320.5K | 0.0% | 12,171 |
| ACCENTURE PLC IRELAND SHS CLASS A | $317.2K | 0.0% | 2,549 |
| MNSTMonster Beverage Corp | $316.6K | 0.0% | 3,294 |
| ISHARES RUSSELL 3000 ETF | $316.4K | 0.0% | 742 |
| EXPEagle Materials Inc | $315K | 0.0% | 1,400 |
| HEIHEICO Corp | $313.8K | 0.0% | 881 |
| HCAHCA Healthcare Inc | $311.9K | 0.0% | 800 |
| IEFAiShares Core MSCI EAFE ETF | $308.1K | 0.0% | 3,190 |
| IBPInstalled Building Products Inc | $308K | 0.0% | 1,340 |
| PHParker-Hannifin Corp | $304.2K | 0.0% | 311 |
| SYYSysco Corp | $303.8K | 0.0% | 3,635 |
| XLEState Street Energy Select Sector SPDR ETF | $299.5K | 0.0% | 5,640 |
| EEMViShares MSCI Emerging Markets Min Vol Factor ETF | $299.2K | 0.0% | 3,975 |
| CSWCSW Industrials Inc | $297.8K | 0.0% | 1,070 |
| NUVEEN SELECT MAT MUN FD SH BEN INT | $297.2K | 0.0% | 31,553 |
| LYGLloyds Banking Group PLC | $294.4K | 0.0% | 50,500 |
| CTRECareTrust REIT Inc | $292.9K | 0.0% | 7,260 |
| SONYSony Group Corp | $292.2K | 0.0% | 14,565 |
| INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | $291.9K | 0.0% | 17,535 |
| DVYISHARES SELECT DIVIDEND ETF | $290.7K | 0.0% | 1,860 |
| TGTTarget Corp | $285.5K | 0.0% | 2,186 |
| EXPEExpedia Group Inc | $283.3K | 0.0% | 1,107 |
| IBBiShares Nasdaq Biotechnology Index Fund | $280.6K | 0.0% | 1,475 |
| MFCManulife Financial Corp | $279.5K | 0.0% | 6,900 |
| AGGiShares Core U.S. Aggregate Bond ETF | $278K | 0.0% | 2,808 |
| MAIN SECTOR ROTATION ETF | $276.1K | 0.0% | 3,832 |
| SCHVSchwab U.S. Large-Cap Value ETF | $274.4K | 0.0% | 7,883 |
| INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | $273.7K | 0.0% | 2,794 |
| IWMiShares Russell 2000 Index Fund | $273.6K | 0.0% | 910 |
| VMCVulcan Materials Co | $272.8K | 0.0% | 925 |
| IWNiShares Russell 2000 Value ETF | $269.7K | 0.0% | 1,219 |
| BSVVanguard Short-Term Bond ETF | $269K | 0.0% | 3,453 |
| MKLMarkel Group Inc | $261.7K | 0.0% | 134 |
| TG THERAPEUTICS INC COM | $258.2K | 0.0% | 4,700 |
| MMM3M Co | $253.8K | 0.0% | 1,567 |
| EATON VANCE MUN INCOME TERM TR SHS | $251.3K | 0.0% | 13,400 |
| SPLVInvesco S&P 500 Low Volatility ETF | $251.2K | 0.0% | 3,354 |
| XARSPDR S&P Aerospace & Defense ETF | $250.6K | 0.0% | 883 |
| SCHYSchwab International Dividend Equity ETF | $250K | 0.0% | 7,880 |
| IXCiShares Global Energy ETF | $248.3K | 0.0% | 5,053 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $246.7K | 0.0% | 1,502 |
| FITBFifth Third Bancorp | $242.6K | 0.0% | 4,303 |
| CMGChipotle Mexican Grill Inc | $242.3K | 0.0% | 7,126 |
| VIGIVanguard International Dividend Appreciation ETF | $242.1K | 0.0% | 2,593 |
| BATRAAtlanta Braves Holdings Inc | $241.6K | 0.0% | 4,290 |
| FIDELITY HIGH DIVIDEND ETF | $240.2K | 0.0% | 3,984 |
| IBKRInteractive Brokers Group Inc | $235.2K | 0.0% | 2,702 |
| AMTAmerican Tower Corp | $231.2K | 0.0% | 1,413 |
| DKNGDraftKings Inc. - Class A Common Stock | $231.1K | 0.0% | 9,150 |
| VWOVanguard FTSE Emerging Markets ETF | $231.1K | 0.0% | 3,872 |
| BPBP PLC | $228.7K | 0.0% | 6,189 |
| USMViShares MSCI USA Min Vol Factor ETF | $227.3K | 0.0% | 2,357 |
| INVESCO SOLAR ETF | $222.4K | 0.0% | 3,760 |
| CCKCrown Holdings Inc | $220.7K | 0.0% | 1,974 |
| INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF | $219.2K | 0.0% | 10,000 |
| ALLYAlly Financial Inc | $218.4K | 0.0% | 4,753 |
| INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | $218K | 0.0% | 10,025 |
| NDAQNasdaq Inc | $217.9K | 0.0% | 2,764 |
| STZConstellation Brands Inc | $217.7K | 0.0% | 1,565 |
| XLKState Street Technology Select Sector SPDR ETF | $216.4K | 0.0% | 1,136 |
| IWSiShares Russell Mid-cap Value ETF | $214.8K | 0.0% | 1,305 |
| VRTVertiv Holdings Co | $212.6K | 0.0% | 635 |
| PROSHARES HIGH YIELD-INTEREST RATE HEDGED ETF | $212.5K | 0.0% | 3,275 |
| FSSFederal Signal Corp | $211.8K | 0.0% | 1,648 |
| CACICACI International Inc | $208.9K | 0.0% | 451 |
| MLMMartin Marietta Materials Inc | $207.7K | 0.0% | 360 |
| LTCLTC Properties Inc | $207.4K | 0.0% | 5,395 |
| MSIMotorola Solutions Inc | $206.6K | 0.0% | 498 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $205.7K | 0.0% | 6,078 |
| WTRGEssential Utilities Inc | $203.3K | 0.0% | 5,305 |
| SUNSunoco LP | $202.5K | 0.0% | 3,000 |
| WDAYWorkday Inc | $202.5K | 0.0% | 1,654 |
| FNDFSchwab Fundamental International Equity ETF | $198.4K | 0.0% | 3,761 |
| FEFirstEnergy Corp | $194K | 0.0% | 4,081 |
| INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF | $193.8K | 0.0% | 8,200 |
| IWFiShares Russell 1000 Growth ETF | $193.8K | 0.0% | 1,560 |
| YUMYum! Brands Inc | $193.3K | 0.0% | 1,209 |
| BJBJ's Wholesale Club Holdings Inc | $190.8K | 0.0% | 2,187 |
| DYDycom Industries Inc | $189.6K | 0.0% | 375 |
| ICFIICF International Inc | $187K | 0.0% | 2,567 |
| TDYTeledyne Technologies Inc | $184.1K | 0.0% | 276 |
| BIVVanguard Intermediate-Term Bond ETF | $183K | 0.0% | 2,386 |
| GEHCGE Healthcare Technologies Inc | $179.5K | 0.0% | 2,804 |
| TRANE TECHNOLOGIES PLC SHS | $178.8K | 0.0% | 364 |
| PRUPrudential Financial Inc | $178.6K | 0.0% | 1,655 |
| PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF | $176.8K | 0.0% | 3,000 |
| ISHARES CYBERSECURITY & TECH ETF | $175.9K | 0.0% | 2,898 |
| CPAYCorpay Inc | $175.6K | 0.0% | 527 |
| EFViShares MSCI EAFE Value ETF | $174.3K | 0.0% | 2,277 |
| XLUState Street Utilities Select Sector SPDR ETF | $173.1K | 0.0% | 3,817 |
| COCA-COLA EUROPACIFIC PARTNERS SHS | $172.8K | 0.0% | 1,727 |
| BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $172.4K | 0.0% | 4,725 |
| GPCGenuine Parts Co | $171.3K | 0.0% | 1,452 |
| ESEversource Energy | $169.5K | 0.0% | 2,346 |
| KKRKKR & Co Inc | $167.6K | 0.0% | 1,826 |
| VOEVanguard Mid-Cap Value ETF | $167.6K | 0.0% | 848 |
| BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $166.7K | 0.0% | 8,538 |
| BRBroadridge Financial Solutions Inc | $164.3K | 0.0% | 1,200 |
| PRIMIS FINANCIAL CORP COM | $163.7K | 0.0% | 10,000 |
| QQnity Electronics Inc | $161.2K | 0.0% | 987 |
| CTASCintas Corp | $159.2K | 0.0% | 936 |
| OCOwens Corning | $159K | 0.0% | 1,000 |
| HLTHilton Worldwide Holdings Inc | $159K | 0.0% | 481 |
| DDOGDatadog Inc (Pre-Reincorporation) | $158.8K | 0.0% | 610 |
| XYLXylem Inc | $157.1K | 0.0% | 1,329 |
| FIXComfort Systems USA Inc | $156.6K | 0.0% | 79 |
| UTHRUnited Therapeutics Corp | $151.7K | 0.0% | 280 |
| GNRCGenerac Holdings Inc | $150.8K | 0.0% | 515 |
| SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF | $150.1K | 0.0% | 5,000 |
| FREEDOM 100 EMERGING MARKETS ETF | $146.9K | 0.0% | 2,015 |
| CHUBB LIMITED COM | $146.8K | 0.0% | 431 |
| ROPRoper Technologies Inc | $146.5K | 0.0% | 433 |
| FERGFerguson Enterprises Inc | $142.9K | 0.0% | 602 |
| IEMGiShares Core MSCI Emerging Markets ETF | $141.1K | 0.0% | 1,703 |
| SKYYFirst Trust Cloud Computing ETF | $139.8K | 0.0% | 1,039 |
| IVWiShares S&P 500 Growth ETF | $138.7K | 0.0% | 1,009 |
| IDViShares International Select Dividend ETF | $137K | 0.0% | 3,308 |
| IDXXIDEXX Laboratories Inc | $136.9K | 0.0% | 260 |
| BAHL & GAYNOR INCOME GROWTH ETF | $136K | 0.0% | 3,789 |
| AKAMAkamai Technologies Inc | $135.9K | 0.0% | 1,150 |
| EDConsolidated Edison Inc | $134K | 0.0% | 1,211 |
| NWSANews Corp | $133.1K | 0.0% | 5,362 |
| BWABorgwarner Inc | $132.8K | 0.0% | 2,000 |
| PENTAIR PLC SHS | $132.7K | 0.0% | 1,731 |
| WMSAdvanced Drainage Systems Inc | $131.7K | 0.0% | 839 |
| VRTXVertex Pharmaceuticals Inc | $130.6K | 0.0% | 263 |
| PGIM ACTIVE HIGH YIELD BOND ETF | $129.9K | 0.0% | 3,724 |
| PDPInvesco Dorsey Wright Momentum ETF | $129.7K | 0.0% | 855 |
| SLBSLB NV | $129.7K | 0.0% | 2,790 |
| CGXUCapital Group International Focus Equity ETF | $129.6K | 0.0% | 3,743 |
| JJacobs Solutions Inc | $128.6K | 0.0% | 1,021 |
| ALERIAN ENERGY INFRASTRUCTURE ETF | $128.6K | 0.0% | 3,376 |
| VANECK BDC INCOME ETF | $128.2K | 0.0% | 10,129 |
| DLTRDollar Tree Inc | $127K | 0.0% | 1,050 |
| LIILennox International Inc | $126.6K | 0.0% | 221 |
| AMPAmeriprise Financial Inc | $123.9K | 0.0% | 270 |
| CRESCENT CAP BDC INC COM | $123K | 0.0% | 11,267 |
| ICLNiShares Global Clean Energy ETF | $122.9K | 0.0% | 6,000 |
| SDYState Street SPDR S&P Dividend ETF | $122.8K | 0.0% | 807 |
| DEODiageo PLC | $120.1K | 0.0% | 1,494 |
| VANGUARD ULTRA-SHORT BOND ETF | $120.1K | 0.0% | 2,412 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $119.1K | 0.0% | 2,372 |
| HBANHuntington Bancshares Inc | $118.6K | 0.0% | 6,691 |
| AVDVAvantis International Small Cap Value ETF | $116.6K | 0.0% | 1,131 |
| SWKSSkyworks Solutions Inc | $115.5K | 0.0% | 1,704 |
| INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF | $115.4K | 0.0% | 5,500 |
| VLTOVeralto Corp | $114.6K | 0.0% | 1,292 |
| ARCCAres Capital Corp | $114.2K | 0.0% | 6,161 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $113.8K | 0.0% | 971 |
| REGNRegeneron Pharmaceuticals Inc | $112.9K | 0.0% | 181 |
| PANWPalo Alto Networks Inc | $110.7K | 0.0% | 325 |
| BAXBaxter International Inc | $110.5K | 0.0% | 5,183 |
| CALFPacer US Small Cap Cash Cows 100 ETF | $110.3K | 0.0% | 2,180 |
| EFXEquifax Inc | $109.4K | 0.0% | 689 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $109.3K | 0.0% | 209 |
| CDNSCadence Design Systems Inc | $109.2K | 0.0% | 291 |
| WRBW. R. Berkley Corp | $109K | 0.0% | 1,545 |
| NFGNational Fuel Gas Co | $108.1K | 0.0% | 1,400 |
| COWZPacer US Cash Cows 100 ETF | $108K | 0.0% | 1,737 |
| RFRegions Financial Corp | $107.2K | 0.0% | 3,548 |
| IJSiShares S&P SmallCap 600 Value ETF | $107.2K | 0.0% | 784 |
| DIREXION DAILY SEMICONDUCTOR BULL 3X ETF | $106.7K | 0.0% | 400 |
| ABAllianceBernstein Holding LP | $105.7K | 0.0% | 3,000 |
| PHRPhreesia Inc | $102.9K | 0.0% | 10,000 |
| WSMWilliams-Sonoma Inc | $101.5K | 0.0% | 435 |
| ROYAL CARIBBEAN GROUP COM | $101.3K | 0.0% | 319 |
| DEUTSCHE BK AG NAMEN AKT | $101.3K | 0.0% | 3,000 |
| ORealty Income Corp | $100.4K | 0.0% | 1,621 |
| HWMHowmet Aerospace Inc | $98.9K | 0.0% | 368 |
| SMDVPROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | $98.8K | 0.0% | 1,283 |
| IUSViShares Core S&P U.S. Value ETF | $98.6K | 0.0% | 895 |
| DIREXION DAILY TECHNOLOGY BULL 3X ETF | $98.1K | 0.0% | 425 |
| XLVState Street Health Care Select Sector SPDR ETF | $97.1K | 0.0% | 612 |
| DDDupont De Nemours Inc | $97K | 0.0% | 715 |
| VPLVanguard FTSE Pacific ETF | $96K | 0.0% | 830 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $95.9K | 0.0% | 3,974 |
| SBRASabra Health Care REIT Inc | $95.2K | 0.0% | 4,877 |
| BROBrown & Brown Inc | $95K | 0.0% | 1,481 |
| ISHARES GLOBAL CONSUMER STAPLES ETF | $94.5K | 0.0% | 1,400 |
| HONHoneywell International Inc | $94.3K | 0.0% | 421 |
| ANETArista Networks Inc | $93.8K | 0.0% | 552 |
| ISHARES GLOBAL UTILITIES ETF | $93.5K | 0.0% | 1,100 |
| SHViShares 0-1 Year Treasury Bond ETF | $93.4K | 0.0% | 846 |
Quarter ending 2026-06-30.
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