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Avidian Wealth Enterprises, LLC Portfolio
$3.5B across 500 positions as of 2026-09-30, with 40% 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
+11.3%
-3.1% a year vs the S&P 500
3 years
+16.4%
-4.9% a year vs the S&P 500
5 years
+7.9%
-4.3% a year vs the S&P 500
Quarters ahead
4 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.4% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.7% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.7% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.6% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.7% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.7% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.8% | +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 |
|---|---|---|---|
| IVViShares Core S&P 500 ETF | $531.6M | 15.1% | 694,158 |
| IEFAiShares Core MSCI EAFE ETF | $175.8M | 5.0% | 1,815,044 |
| IJHiShares Core S&P Mid-Cap ETF | $109.9M | 3.1% | 1,527,419 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $101.5M | 2.9% | 1,024,673 |
| NVDANVIDIA Corp | $100.6M | 2.9% | 440,496 |
| USIGiShares Broad USD Investment Grade Corporate Bond ETF | $90.6M | 2.6% | 1,859,065 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $77.4M | 2.2% | 862,435 |
| J P MORGAN EXCHANGE TRADED F | $73M | 2.1% | 989,337 |
| JVALJPMorgan U.S. Value Factor ETF | $69.3M | 2.0% | 1,196,536 |
| AAPLApple Inc | $62.7M | 1.8% | 188,216 |
| IWFiShares Russell 1000 Growth ETF | $62.3M | 1.8% | 497,031 |
| SCHRSchwab Intermediate-Term U.S. Treasury ETF | $59.9M | 1.7% | 2,528,415 |
| NOBLE CORP PLC | $55.8M | 1.6% | 1,336,902 |
| SCHWAB STRATEGIC TR | $53.9M | 1.5% | 2,232,098 |
| IUSBiShares Core Total USD Bond Market ETF | $48.8M | 1.4% | 1,107,132 |
| VEAVanguard FTSE Developed Markets ETF | $39.9M | 1.1% | 565,376 |
| VOOVanguard S&P 500 ETF | $39.4M | 1.1% | 56,166 |
| MBBiShares MBS ETF | $39.4M | 1.1% | 439,200 |
| MSFTMicrosoft Corp | $38M | 1.1% | 74,090 |
| JCPBJPMorgan Core Plus Bond ETF | $37M | 1.1% | 827,192 |
| PIMCO ETF TR | $35.1M | 1.0% | 758,352 |
| SCHFSchwab International Equity ETF | $33.7M | 1.0% | 1,228,158 |
| XOMExxonmobil Holdings Corp | $32.9M | 0.9% | 201,900 |
| SPYState Street SPDR S&P 500 ETF Trust | $28.1M | 0.8% | 36,909 |
| IJRiShares Core S&P Small-Cap ETF | $27M | 0.8% | 198,626 |
| FENIFidelity Enhanced International ETF | $23.4M | 0.7% | 587,100 |
| AVGOBroadcom Inc | $23.2M | 0.7% | 66,179 |
| JMUBJPMorgan Municipal ETF | $22.9M | 0.7% | 481,080 |
| GOOGLAlphabet Inc | $22M | 0.6% | 64,015 |
| SPMOInvesco S&P 500 Momentum ETF | $21.6M | 0.6% | 142,623 |
| AMZNAmazon.com Inc | $21.3M | 0.6% | 85,330 |
| SPHDInvesco S&P 500 High Dividend Low Volatility ETF | $21.1M | 0.6% | 437,247 |
| IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF | $20.8M | 0.6% | 412,406 |
| AVLVAvantis U.S. Large Cap Value ETF | $19.7M | 0.6% | 217,738 |
| VTEBVanguard Tax-Exempt Bond ETF | $19.7M | 0.6% | 415,790 |
| IWRiShares Russell Mid-Cap ETF | $18.9M | 0.5% | 176,761 |
| EFAiShares MSCI EAFE ETF | $17M | 0.5% | 163,409 |
| IEMGiShares Core MSCI Emerging Markets ETF | $16.1M | 0.5% | 198,784 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $16.1M | 0.5% | 672,701 |
| METAMeta Platforms Inc | $15.8M | 0.4% | 21,786 |
| LRCXLam Research Corp | $15.1M | 0.4% | 46,029 |
| CVXChevron Corp | $14.9M | 0.4% | 72,741 |
| IWDiShares Russell 1000 Value ETF | $14.8M | 0.4% | 59,702 |
| VOVanguard Mid-Cap ETF | $14.5M | 0.4% | 185,250 |
| JPMJPMorgan Chase & Co | $14.1M | 0.4% | 42,484 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $13.9M | 0.4% | 143,071 |
| PZAInvesco National AMT-Free Municipal Bond ETFo | $13.8M | 0.4% | 644,939 |
| ITMVanEck ETF Trust VanEck Intermediate Muni ETF | $12.9M | 0.4% | 294,244 |
| JPSTJPMorgan Ultra-Short Income ETF | $12.7M | 0.4% | 253,099 |
| FPEFirst Trust Preferred Securities and Income ETF ETF | $12.7M | 0.4% | 745,527 |
| SCHXSchwab U.S. Large-Cap ETF | $12.6M | 0.4% | 420,327 |
| GOOGAlphabet Inc | $12.1M | 0.3% | 35,391 |
| DONWisdomTree U.S. MidCap Dividend Fund | $11.8M | 0.3% | 219,166 |
| BBJPJPMorgan BetaBuilders Japan ETF | $11.5M | 0.3% | 146,725 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $11.5M | 0.3% | 227,414 |
| TQQQProShares UltraPro QQQ | $11.4M | 0.3% | 146,600 |
| VUGVanguard Growth ETF | $10.9M | 0.3% | 120,600 |
| HEFAiShares Currency Hedged MSCI EAFE ETF | $10.5M | 0.3% | 225,967 |
| LLYEli Lilly and Co | $10.3M | 0.3% | 8,944 |
| MUMicron Technology Inc | $10.2M | 0.3% | 9,614 |
| HELOJPMorgan Hedged Equity Laddered Overlay ETF | $10.2M | 0.3% | 147,481 |
| JNJJohnson & Johnson | $10.2M | 0.3% | 38,519 |
| BRK.BBerkshire Hathaway Inc | $9.8M | 0.3% | 19,642 |
| ABBVAbbVie Inc | $9.5M | 0.3% | 36,207 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $9.4M | 0.3% | 148,661 |
| AMDAdvanced Micro Devices Inc | $8.4M | 0.2% | 13,676 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $8.4M | 0.2% | 106,751 |
| SPCXSpace Exploration Technologies Corp | $8.2M | 0.2% | 54,170 |
| DFIVDimensional International Value ETF | $8.1M | 0.2% | 145,088 |
| RTXRTX Corp | $8M | 0.2% | 43,222 |
| CSCOCisco Systems Inc | $8M | 0.2% | 73,980 |
| DGROiShares Core Dividend Growth ETF | $7.9M | 0.2% | 105,090 |
| VEUVanguard FTSE All World Ex US ETF | $7.9M | 0.2% | 95,327 |
| VGTVanguard Information Tech ETF | $7.9M | 0.2% | 62,600 |
| IWMiShares Russell 2000 Index Fund | $7.9M | 0.2% | 28,258 |
| WISDOMTREE TR | $7.8M | 0.2% | 104,889 |
| TSLATesla Inc | $7.7M | 0.2% | 21,716 |
| VTVVanguard Value ETF | $7.7M | 0.2% | 35,423 |
| SPTLState Street SPDR Portfolio Long Term Treasury ETF | $7.6M | 0.2% | 319,863 |
| IVEiShares S&P 500 Value ETF | $7.3M | 0.2% | 32,166 |
| IWOiShares Russell 2000 Growth Fund | $7.1M | 0.2% | 20,034 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $7.1M | 0.2% | 131,613 |
| QQQInvesco QQQ Trust, Series 1 | $7.1M | 0.2% | 9,608 |
| PRFInvesco FTSE RAFI US 1000 ETF | $6.8M | 0.2% | 124,314 |
| VVisa Inc | $6.6M | 0.2% | 18,356 |
| SPDR INDEX SHS FDS | $6.6M | 0.2% | 141,835 |
| IWBiShares Russell 1000 ETF | $6.3M | 0.2% | 15,172 |
| SCHDSchwab US Dividend Equity ETF | $6.2M | 0.2% | 191,497 |
| PANWPalo Alto Networks Inc | $6.1M | 0.2% | 15,300 |
| TFIState Street SPDR Nuveen ICE Municipal Bond ETF | $6M | 0.2% | 141,386 |
| AMERICAN CENTY ETF TR | $6M | 0.2% | 75,237 |
| INDAIshares MSCI India ETF | $6M | 0.2% | 127,510 |
| TIDAL TRUST II | $5.9M | 0.2% | 459,791 |
| VBRVanguard Small-Cap Value ETF | $5.8M | 0.2% | 25,074 |
| QQQMInvesco NASDAQ 100 ETF | $5.8M | 0.2% | 18,875 |
| MGKVanguard Mega Cap Growth ETF | $5.7M | 0.2% | 61,352 |
| RBB FD INC | $5.7M | 0.2% | 113,913 |
| AMGNAmgen Inc | $5.6M | 0.2% | 13,328 |
| VTIVanguard Total Stock Market ETF | $5.5M | 0.2% | 14,742 |
| WMTWalmart Inc | $5.5M | 0.2% | 53,079 |
| GLDSPDR Gold Shares | $5.4M | 0.2% | 14,101 |
| BACBank of America Corp | $5.4M | 0.2% | 98,349 |
| AGGiShares Core U.S. Aggregate Bond ETF | $5.3M | 0.2% | 55,803 |
| HYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $5.3M | 0.2% | 224,748 |
| WSMWilliams-Sonoma Inc | $5.2M | 0.1% | 22,941 |
| CCitigroup Inc | $5.2M | 0.1% | 39,940 |
| IYWiShares U.S. Technology ETF | $5.1M | 0.1% | 19,441 |
| CMICummins Inc | $5.1M | 0.1% | 9,796 |
| MRKMerck & Co Inc | $5.1M | 0.1% | 34,764 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $5M | 0.1% | 11,037 |
| QCOMQualcomm Inc | $5M | 0.1% | 27,333 |
| KMIKinder Morgan Inc | $4.8M | 0.1% | 159,083 |
| PMPhilip Morris International Inc | $4.7M | 0.1% | 24,842 |
| SEAGATE TECHNOLOGY HLDNGS PL | $4.7M | 0.1% | 5,058 |
| SPYState Street SPDR S&P 500 ETF Trustput — a bet against | $4.7M | 0.1% | 6,100 |
| MAMastercard Inc | $4.5M | 0.1% | 8,171 |
| BLKBlackRock Inc | $4.4M | 0.1% | 4,181 |
| SPYISHP ETF Trust NEOS S&P 500 High Income ETF | $4.3M | 0.1% | 80,926 |
| CATCaterpillar Inc | $4.3M | 0.1% | 5,302 |
| DFLVDimensional ETF Trust Dimensional US Large Cap Value ETF | $4.3M | 0.1% | 106,965 |
| COSTCostco Wholesale Corp | $4.2M | 0.1% | 4,592 |
| VWOVanguard FTSE Emerging Markets ETF | $4.2M | 0.1% | 70,037 |
| PLTRPalantir Technologies Inc | $4.1M | 0.1% | 21,898 |
| ASML HLDG NV | $4.1M | 0.1% | 2,237 |
| PEPPepsiCo Inc | $4M | 0.1% | 31,657 |
| VLOValero Energy Corp | $4M | 0.1% | 10,278 |
| NSCNorfolk Southern Corp | $4M | 0.1% | 12,833 |
| ETF SER SOLUTIONS | $3.9M | 0.1% | 112,227 |
| MPCMarathon Petroleum Corp | $3.9M | 0.1% | 9,925 |
| MEDTRONIC PLC | $3.9M | 0.1% | 45,338 |
| WMBWilliams Companies Inc | $3.8M | 0.1% | 56,522 |
| DUKDuke Energy Corp | $3.7M | 0.1% | 32,553 |
| KOCoca-Cola Co | $3.7M | 0.1% | 43,026 |
| MSMorgan Stanley | $3.7M | 0.1% | 19,692 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $3.6M | 0.1% | 59,034 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $3.6M | 0.1% | 99,975 |
| SMHVanEck Semiconductor ETF | $3.6M | 0.1% | 5,831 |
| USFRWISDOMTREE TR | $3.5M | 0.1% | 69,466 |
| SUBiShares Short-Term National Muni Bond ETF | $3.4M | 0.1% | 32,870 |
| EATON CORP PLC | $3.4M | 0.1% | 7,979 |
| DHSWISDOMTREE TR | $3.4M | 0.1% | 30,414 |
| LMTLockheed Martin Corp | $3.4M | 0.1% | 6,642 |
| MRVLMarvell Technology Inc | $3.3M | 0.1% | 12,638 |
| IVWiShares S&P 500 Growth ETF | $3.3M | 0.1% | 23,134 |
| IGSBISHARES TR | $3.2M | 0.1% | 63,172 |
| IOOiShares Global 100 ETF | $3.2M | 0.1% | 22,312 |
| BLACKSTONE SECD LENDING FD | $3.2M | 0.1% | 132,350 |
| NEENextera Energy Inc | $3.2M | 0.1% | 41,686 |
| DGDollar General Corp | $3.1M | 0.1% | 26,089 |
| BSVVanguard Short-Term Bond ETF | $3.1M | 0.1% | 40,738 |
| PULSPGIM Ultra Short Bond ETF | $3.1M | 0.1% | 62,448 |
| IJSiShares S&P SmallCap 600 Value ETF | $3.1M | 0.1% | 24,090 |
| FNDXSchwab Fundamental US Large Company Index ETF | $3M | 0.1% | 95,741 |
| AMLPAlerian MLP ETF | $3M | 0.1% | 58,047 |
| HYDVanEck ETF Trust VanEck High Yield Muni ETF | $3M | 0.1% | 62,536 |
| UNHUnitedHealth Group Inc | $3M | 0.1% | 8,126 |
| DBEFXtrackers MSCI EAFE Hedged Equity ETF | $3M | 0.1% | 54,126 |
| GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $3M | 0.1% | 20,493 |
| JEPIJPMorgan Equity Premium Income ETF | $3M | 0.1% | 52,626 |
| PGProcter & Gamble Co | $3M | 0.1% | 20,323 |
| METMetLife Inc | $2.9M | 0.1% | 31,313 |
| MCDMcDonald's Corp | $2.9M | 0.1% | 12,722 |
| VCSHVanguard Short-Term Corporate Bond ETF | $2.9M | 0.1% | 37,689 |
| ACWIiShares MSCI ACWI ETF | $2.9M | 0.1% | 18,171 |
| VYMVanguard High Dividend Yield ETF | $2.8M | 0.1% | 18,227 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $2.8M | 0.1% | 40,825 |
| VZVerizon Communications Inc | $2.8M | 0.1% | 61,129 |
| HDHome Depot Inc | $2.8M | 0.1% | 9,839 |
| QUALiShares MSCI USA Quality Factor ETF | $2.8M | 0.1% | 12,444 |
| IYEiShares U.S. Energy ETF | $2.8M | 0.1% | 42,501 |
| INTCIntel Corp | $2.7M | 0.1% | 22,769 |
| PAGPPlains GP Holdings LP | $2.7M | 0.1% | 104,442 |
| NEOS ETF TRUST | $2.7M | 0.1% | 48,695 |
| EEMiShares MSCI Emerging Index Fund | $2.7M | 0.1% | 39,714 |
| COPConocoPhillips | $2.6M | 0.1% | 21,156 |
| SDYState Street SPDR S&P Dividend ETF | $2.6M | 0.1% | 17,903 |
| GEGeneral Electric Co | $2.6M | 0.1% | 8,342 |
| ACCENTURE PLC IRELAND | $2.6M | 0.1% | 14,200 |
| PSXPhillips 66 | $2.6M | 0.1% | 10,132 |
| XLKState Street Technology Select Sector SPDR ETF | $2.6M | 0.1% | 13,154 |
| IEIiShares 3-7 Year Treasury Bond ETF | $2.6M | 0.1% | 22,553 |
| ABTAbbott Laboratories | $2.6M | 0.1% | 25,820 |
| EPDEnterprise Products Partners L.P | $2.5M | 0.1% | 70,940 |
| FDLFirst Trust Morningstar ETF | $2.5M | 0.1% | 51,258 |
| GDGeneral Dynamics Corp | $2.5M | 0.1% | 7,533 |
| DVYISHARES TR | $2.4M | 0.1% | 15,949 |
| TJXTJX Companies Inc | $2.4M | 0.1% | 18,147 |
| LNGCheniere Energy Inc | $2.4M | 0.1% | 8,821 |
| IFRAiShares U.S. Infrastructure ETF | $2.4M | 0.1% | 43,107 |
| AVDVAvantis International Small Cap Value ETF | $2.4M | 0.1% | 21,668 |
| UPSUnited Parcel Service Inc | $2.4M | 0.1% | 25,261 |
| VXUSVanguard Total International Stock ETF | $2.3M | 0.1% | 27,622 |
| FCXFreeport-McMoRan Inc | $2.3M | 0.1% | 33,398 |
| ISHARES TR | $2.3M | 0.1% | 5,311 |
| MUBiShares National Muni Bond ETF | $2.3M | 0.1% | 22,585 |
| RBB FD INC | $2.3M | 0.1% | 28,381 |
| ENBEnbridge Inc | $2.3M | 0.1% | 48,706 |
| PFEPfizer Inc | $2.3M | 0.1% | 79,052 |
| EMREmerson Electric Co | $2.2M | 0.1% | 14,481 |
| SGOViShares 0-3 Month Treasury Bond ETF | $2.2M | 0.1% | 22,065 |
| DISWalt Disney Co | $2.2M | 0.1% | 21,091 |
| IBMInternational Business Machines Corp | $2.2M | 0.1% | 10,015 |
| SHELShell PLC | $2.2M | 0.1% | 23,170 |
| APHAmphenol Corp | $2.2M | 0.1% | 25,882 |
| VBVanguard Small-Cap ETF | $2.2M | 0.1% | 7,621 |
| UNPUnion Pacific Corp | $2.2M | 0.1% | 7,952 |
| JAAAJanus Henderson AAA CLO ETF | $2.2M | 0.1% | 42,603 |
| GILDGilead Sciences, Inc | $2.1M | 0.1% | 14,420 |
| ESGUiShares ESG Aware MSCI USA ETF | $2.1M | 0.1% | 12,793 |
| ORCLOracle Corp | $2.1M | 0.1% | 15,483 |
| SCHASchwab U.S. Small-Cap ETF | $2.1M | 0.1% | 64,461 |
| VIGIVanguard International Dividend Appreciation ETF | $2.1M | 0.1% | 22,069 |
| DFAIDimensional International Core Equity Market ETF | $2.1M | 0.1% | 49,649 |
| SHLDGlobal X Defense Tech ETF | $2.1M | 0.1% | 34,159 |
| SNDKSandisk Corp | $2M | 0.1% | 1,178 |
| TXNTexas Instruments Inc | $2M | 0.1% | 7,185 |
| AWKAmerican Water Works Co Inc | $2M | 0.1% | 15,077 |
| IQLTiShares MSCI Intl Quality Factor ETF | $1.9M | 0.1% | 39,353 |
| URAGlobal X Uranium ETF | $1.9M | 0.1% | 48,839 |
| ARCCAres Capital Corp | $1.9M | 0.1% | 100,778 |
| TFCTruist Financial Corp | $1.9M | 0.1% | 41,571 |
| IBITiShares Bitcoin Trust ETF | $1.9M | 0.1% | 40,581 |
| HONHoneywell International Inc | $1.9M | 0.1% | 9,043 |
| AMATApplied Materials Inc | $1.9M | 0.1% | 3,695 |
| RSPInvesco S&P 500 Equal Weight ETF | $1.9M | 0.1% | 9,044 |
| SCHWCharles Schwab Corp | $1.9M | 0.1% | 19,202 |
| BXBlackstone Inc | $1.9M | 0.1% | 16,680 |
| INVESCO ACTIVELY MANAGED EXC | $1.8M | 0.1% | 36,954 |
| TAT&T Inc | $1.8M | 0.1% | 74,381 |
| GSIEGoldman Sachs ActiveBeta International Equity ETF | $1.8M | 0.1% | 39,395 |
| VVVanguard Large-Cap ETF | $1.8M | 0.1% | 5,097 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $1.8M | 0.1% | 16,372 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $1.8M | 0.1% | 17,703 |
| CMECME Group Inc | $1.8M | 0.1% | 6,746 |
| GPIXGoldman Sachs S&P 500 Premium Income ETF | $1.8M | 0.1% | 31,521 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $1.7M | 0.0% | 39,256 |
| VIGVanguard Div Appreciation ETF | $1.7M | 0.0% | 7,476 |
| CRMSalesforce Inc | $1.7M | 0.0% | 7,537 |
| COFCapital One Financial Corp | $1.7M | 0.0% | 8,941 |
| AMTAmerican Tower Corp | $1.7M | 0.0% | 10,543 |
| ETEnergy Transfer LP | $1.7M | 0.0% | 86,614 |
| APDAir Products and Chemicals Inc | $1.7M | 0.0% | 6,049 |
| IXNiShares Global Tech ETF | $1.7M | 0.0% | 11,218 |
| EFViShares MSCI EAFE Value ETF | $1.6M | 0.0% | 20,763 |
| CTVACorteva Inc | $1.6M | 0.0% | 21,056 |
| LINDE PLC | $1.6M | 0.0% | 3,441 |
| BKNGBooking Holdings Inc | $1.6M | 0.0% | 9,888 |
| GOLDMAN SACHS ETF TR | $1.6M | 0.0% | 31,921 |
| SBUXStarbucks Corp | $1.6M | 0.0% | 17,115 |
| ANETArista Networks Inc | $1.6M | 0.0% | 7,830 |
| SLViShares Silver Trust | $1.6M | 0.0% | 29,124 |
| SERVISFIRST BANCSHARES INC | $1.6M | 0.0% | 39,587 |
| SCHVSchwab U.S. Large-Cap Value ETF | $1.6M | 0.0% | 46,740 |
| GEVGE Vernova Inc | $1.6M | 0.0% | 1,634 |
| KMBKimberly-Clark Corp | $1.5M | 0.0% | 15,763 |
| VBKVanguard Small-Cap Growth ETF | $1.5M | 0.0% | 4,517 |
| NFLXNetflix Inc | $1.5M | 0.0% | 21,689 |
| IDViShares International Select Dividend ETF | $1.5M | 0.0% | 35,279 |
| CICigna Group | $1.5M | 0.0% | 5,380 |
| FBNDFidelity Total Bond ETF | $1.5M | 0.0% | 33,650 |
| SYKStryker Corp | $1.4M | 0.0% | 5,264 |
| WFCWells Fargo & Co | $1.4M | 0.0% | 17,781 |
| IGEiShares North American Natural Resources ETF | $1.4M | 0.0% | 23,082 |
| CRWDCrowdStrike Holdings Inc | $1.4M | 0.0% | 5,370 |
| BPBP PLC | $1.4M | 0.0% | 32,110 |
| COWZPacer US Cash Cows 100 ETF | $1.4M | 0.0% | 21,024 |
| GOVTiShares U.S. Treasury Bond ETF | $1.4M | 0.0% | 63,784 |
| PROSHARES TR | $1.4M | 0.0% | 20,038 |
| CAHCardinal Health Inc | $1.4M | 0.0% | 6,129 |
| LEGG MASON ETF INVT | $1.3M | 0.0% | 32,098 |
| VXFVanguard Extended Market ETF | $1.3M | 0.0% | 5,779 |
| FFIVF5 Inc | $1.3M | 0.0% | 3,005 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $1.3M | 0.0% | 17,012 |
| HONAHoneywell Aerospace Inc | $1.3M | 0.0% | 8,557 |
| EFGiShares MSCI EAFE Growth ETF | $1.3M | 0.0% | 11,020 |
| DFATDimensional U.S. Targeted Value ETF | $1.3M | 0.0% | 19,777 |
| SCHYSchwab International Dividend Equity ETF | $1.3M | 0.0% | 41,817 |
| XLEState Street Energy Select Sector SPDR ETF | $1.3M | 0.0% | 21,320 |
| FNDFSchwab Fundamental International Equity ETF | $1.3M | 0.0% | 24,324 |
| NVSNovartis AG | $1.3M | 0.0% | 9,152 |
| KLACKLA Corp | $1.3M | 0.0% | 6,641 |
| BIVVanguard Intermediate-Term Bond ETF | $1.3M | 0.0% | 17,639 |
| TMOThermo Fisher Scientific Inc | $1.3M | 0.0% | 1,896 |
| ADMArcher-Daniels-Midland Co | $1.3M | 0.0% | 16,035 |
| LOWLowe's Companies Inc | $1.3M | 0.0% | 6,890 |
| ECLEcolab Inc | $1.3M | 0.0% | 4,609 |
| FIDELITY MERRIMACK STR TR | $1.2M | 0.0% | 25,731 |
| ROSTRoss Stores Inc | $1.2M | 0.0% | 5,309 |
| ISHARES TR | $1.2M | 0.0% | 19,682 |
| MOAltria Group Inc | $1.2M | 0.0% | 18,380 |
| PAAPlains All American Pipeline LP | $1.2M | 0.0% | 51,972 |
| INVESCO EXCH TRD SLF IDX FD | $1.2M | 0.0% | 53,980 |
| ORealty Income Corp | $1.2M | 0.0% | 22,677 |
| WMWaste Management Inc | $1.2M | 0.0% | 5,919 |
| ULUnilever PLC | $1.2M | 0.0% | 19,845 |
| DEDeere & Co | $1.2M | 0.0% | 1,789 |
| AXPAmerican Express Co | $1.2M | 0.0% | 3,943 |
| WATWaters Corp | $1.2M | 0.0% | 2,720 |
| PHYSSprott Physical Gold Trust ETV | $1.2M | 0.0% | 37,889 |
| SCZiShares MSCI EAFE Small-Cap ETF | $1.2M | 0.0% | 14,016 |
| AAgilent Technologies Inc | $1.2M | 0.0% | 6,823 |
| NEMNewmont Corporation | $1.2M | 0.0% | 10,191 |
| PFXFVanEck Preferred Securities ex Financials ETF | $1.2M | 0.0% | 66,937 |
| ADIAnalog Devices Inc | $1.2M | 0.0% | 2,922 |
| XLCThe Communication Services Select Sector SPDR Fund | $1.2M | 0.0% | 10,371 |
| NOWServiceNow Inc | $1.1M | 0.0% | 8,520 |
| EDConsolidated Edison Inc | $1.1M | 0.0% | 11,170 |
| OKEONEOK Inc | $1.1M | 0.0% | 13,301 |
| VYMIVanguard International High Dividend Yield ETF | $1.1M | 0.0% | 11,201 |
| SPDR INDEX SHS FDS | $1.1M | 0.0% | 16,804 |
| USBUS Bancorp | $1.1M | 0.0% | 19,406 |
| J P MORGAN EXCHANGE TRADED F | $1.1M | 0.0% | 24,331 |
| AJGArthur J. Gallagher & Co. | $1.1M | 0.0% | 4,876 |
| USMViShares MSCI USA Min Vol Factor ETF | $1.1M | 0.0% | 11,333 |
| DELLDell Technologies Inc | $1.1M | 0.0% | 2,034 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $1.1M | 0.0% | 6,545 |
| VRTXVertex Pharmaceuticals Inc | $1.1M | 0.0% | 2,080 |
| WISDOMTREE TR | $1.1M | 0.0% | 16,666 |
| SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | $1.1M | 0.0% | 26,492 |
| ICSHISHARES TR | $1.1M | 0.0% | 21,301 |
| FEDERATED HERMES ETF TRUST | $1.1M | 0.0% | 38,234 |
| FIRST TR EXCHNG TRADED FD VI | $1.1M | 0.0% | 26,051 |
| LHLabcorp Holdings Inc | $1.1M | 0.0% | 3,444 |
| ADPAutomatic Data Processing Inc | $1.1M | 0.0% | 4,103 |
| TCAFT. Rowe Price Capital Appreciation Equity ETF | $1.1M | 0.0% | 24,995 |
| AIQGlobal X Artificial Intelligence & Technology ETF | $1.1M | 0.0% | 16,160 |
| HPEHewlett Packard Enterprise Co | $1M | 0.0% | 16,192 |
| RSGRepublic Services Inc | $1M | 0.0% | 4,862 |
| BMYBristol-Myers Squibb Co | $1M | 0.0% | 16,342 |
| VANGUARD BD INDEX FDS | $1M | 0.0% | 20,516 |
| VEEVVeeva Systems Inc | $1M | 0.0% | 3,554 |
| DXP ENTERPRISES INC | $1M | 0.0% | 5,586 |
| UALUnited Airlines Holdings Inc | $999.3K | 0.0% | 9,007 |
| FIRST TR EXCHANGE-TRADED FD | $995.9K | 0.0% | 35,723 |
| BAIiShares A.I. Innovation and Tech Active ETF | $988.4K | 0.0% | 20,945 |
| CSXCSX Corp | $988.2K | 0.0% | 21,247 |
| BLACKROCK ETF TRUST | $986.8K | 0.0% | 27,147 |
| UBERUber Technologies Inc | $984.3K | 0.0% | 14,367 |
| VANGUARD SCOTTSDALE FDS | $980.8K | 0.0% | 2,924 |
| EOGEOG Resources Inc | $952.4K | 0.0% | 6,913 |
| SCHWAB STRATEGIC TR | $949.8K | 0.0% | 27,919 |
| IXJiShares Global Healthcare ETF | $947.5K | 0.0% | 9,278 |
| BDXBecton Dickinson and Co | $941.8K | 0.0% | 5,262 |
| PSAPublic Storage | $935.9K | 0.0% | 3,309 |
| SOSouthern Co | $922.1K | 0.0% | 11,125 |
| NVONovo Nordisk A/S | $915.9K | 0.0% | 24,159 |
| WEDBUSH SER TR | $892.5K | 0.0% | 21,741 |
| FIRST TR EXCHNG TRADED FD VI | $883.5K | 0.0% | 19,826 |
| DIMENSIONAL ETF TRUST | $872K | 0.0% | 11,263 |
| VNQVanguard Real Estate ETF | $862.9K | 0.0% | 9,628 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $860.6K | 0.0% | 8,422 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $855.8K | 0.0% | 10,928 |
| SCHISchwab 5-10 Year Corporate Bond ETF | $849.4K | 0.0% | 39,619 |
| VALMONT INDS INC | $847.7K | 0.0% | 1,831 |
| GSGoldman Sachs Group Inc | $846.2K | 0.0% | 940 |
| SLBSLB NV | $841.4K | 0.0% | 17,270 |
| BNDVanguard Total Bond Market ETF | $836.7K | 0.0% | 11,927 |
| PHParker-Hannifin Corp | $835.8K | 0.0% | 875 |
| GPIQGoldman Sachs Nasdaq-100 Premium Income ETF | $834.2K | 0.0% | 14,387 |
| NXP SEMICONDUCTORS N V | $833.9K | 0.0% | 3,511 |
| BLACKROCK ETF TRUST | $833.7K | 0.0% | 17,028 |
| SCHBSchwab U.S. Broad Market ETF | $829.6K | 0.0% | 28,306 |
| WISDOMTREE TR | $824.2K | 0.0% | 14,901 |
| VDCVanguard Consumer Staples ETF | $822.9K | 0.0% | 3,771 |
| IREN LIMITED | $820.3K | 0.0% | 20,067 |
| FLOTiShares Floating Rate Bond ETF | $817.5K | 0.0% | 16,013 |
| J P MORGAN EXCHANGE TRADED F | $816.9K | 0.0% | 12,905 |
| BBCAJPMorgan BetaBuilders Canada ETF | $816.3K | 0.0% | 8,133 |
| AEEAmeren Corp | $816.1K | 0.0% | 8,212 |
| DIMENSIONAL ETF TRUST | $813.9K | 0.0% | 9,803 |
| ALLAllstate Corp | $810.4K | 0.0% | 3,653 |
| FIDELITY MERRIMACK STR TR | $809.1K | 0.0% | 17,281 |
| CLColgate-Palmolive Co | $806.9K | 0.0% | 9,458 |
| TRVTravelers Companies Inc | $805.5K | 0.0% | 2,259 |
| ORIOld Republic International Corp | $804.5K | 0.0% | 21,562 |
| CLXClorox Co | $799.6K | 0.0% | 9,870 |
| AGNICO EAGLE MINES LTD | $799.5K | 0.0% | 4,362 |
| NVDANVIDIA Corpcall | $799.3K | 0.0% | 3,500 |
| CGMUCapital Group Municipal Income ETF | $790.5K | 0.0% | 30,476 |
| MSIMotorola Solutions Inc | $778K | 0.0% | 1,745 |
| AEPAmerican Electric Power Company Inc | $776.2K | 0.0% | 6,543 |
| ISRGIntuitive Surgical Inc | $774.2K | 0.0% | 1,904 |
| WELLWelltower Inc | $773.6K | 0.0% | 3,360 |
| USHYiShares Broad USD High Yield Corporate Bond ETF | $767.1K | 0.0% | 21,477 |
| SPGIS&P Global Inc | $765.5K | 0.0% | 1,941 |
| BABoeing Co | $763.8K | 0.0% | 4,105 |
| VTVanguard Total World Stock Index ETF | $758.5K | 0.0% | 4,805 |
| NDAQNasdaq Inc | $757K | 0.0% | 8,227 |
| CHUBB LIMITED | $756.6K | 0.0% | 2,326 |
| AZOAutozone Inc | $755.6K | 0.0% | 267 |
| LIVANOVA PLC | $751.6K | 0.0% | 9,825 |
| VTESVanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF | $742.5K | 0.0% | 7,530 |
| TGTTarget Corp | $740K | 0.0% | 4,723 |
| SPDR SERIES TRUST | $733.8K | 0.0% | 7,020 |
| PNCPNC Financial Services Group Inc | $731.3K | 0.0% | 3,290 |
| YUMYum! Brands Inc | $730.8K | 0.0% | 5,360 |
| FIRST TR EXCHANGE-TRADED ALP | $725.2K | 0.0% | 7,346 |
| ARKKARK Innovation ETF | $721.1K | 0.0% | 8,094 |
| DHRDanaher Corp | $714.5K | 0.0% | 3,225 |
| VDEVanguard Energy ETF | $713.6K | 0.0% | 4,145 |
| AXONAxon Enterprise Inc | $713.6K | 0.0% | 1,689 |
| AVUVAvantis U.S. Small Cap Value ETF | $713.4K | 0.0% | 6,058 |
| FANGDiamondback Energy Inc | $707.1K | 0.0% | 3,847 |
| IVLUiShares MSCI Intl Value Factor ETF | $707K | 0.0% | 16,483 |
| ITAiShares U.S. Aerospace & Defense ETF | $707K | 0.0% | 3,412 |
| EVEREST GROUP LTD | $704K | 0.0% | 1,928 |
| CVSCVS Health Corp | $698.2K | 0.0% | 8,148 |
| NKENike Inc | $697.2K | 0.0% | 19,695 |
| PRUPrudential Financial Inc | $690.9K | 0.0% | 6,083 |
| SUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF | $689K | 0.0% | 28,203 |
| ACWXiShares MSCI ACWI ex U.S. ETF | $687.3K | 0.0% | 9,089 |
| RGLDRoyal Gold Inc | $686K | 0.0% | 2,907 |
| VMBSVanguard Mortgage Backed Security | $678.4K | 0.0% | 15,276 |
| BINCiShares Flexible Income Active ETF | $676.4K | 0.0% | 13,317 |
| DBCINVESCO DB COMMDY INDX TRCK | $675.8K | 0.0% | 20,911 |
| HARBOR ETF TRUST | $675.5K | 0.0% | 19,157 |
| BTIBritish American Tobacco plc | $670.1K | 0.0% | 12,317 |
| TRANE TECHNOLOGIES PLC | $669.9K | 0.0% | 1,482 |
| NYLIM ACTIVE ETF TR | $666.7K | 0.0% | 29,140 |
| IWSiShares Russell Mid-cap Value ETF | $663.7K | 0.0% | 4,129 |
| IBTHiShares iBonds Dec 2027 Term Treasury ETF | $663.3K | 0.0% | 29,716 |
| FASTFastenal Co | $653.3K | 0.0% | 13,190 |
| ICEIntercontinental Exchange Inc | $651.9K | 0.0% | 4,288 |
| BANK OF NY MELLON CORP | $651.6K | 0.0% | 4,506 |
| XLFState Street Financial Select Sector SPDR ETF | $648.5K | 0.0% | 12,144 |
| STRIVE INC | $647.1K | 0.0% | 22,002 |
| MMM3M Co | $641.1K | 0.0% | 3,906 |
| MCKMcKesson Corp | $637.8K | 0.0% | 747 |
| BABAAlibaba Group Holding Ltd | $634.1K | 0.0% | 5,896 |
| HALHalliburton Co | $631.2K | 0.0% | 19,850 |
| WISDOMTREE TR | $627.2K | 0.0% | 6,452 |
| THROiShares U.S. Thematic Rotation Active ETF | $626K | 0.0% | 14,234 |
| AIM ETF PRODUCTS TRUST | $619.8K | 0.0% | 18,293 |
| IVViShares Core S&P 500 ETFput — a bet against | $612.7K | 0.0% | 800 |
| PROSHARES TR II | $608.5K | 0.0% | 31,000 |
| TLHiShares 10-20 Year Treasury Bond ETF | $608.5K | 0.0% | 6,602 |
| AVUSAvantis U.S. Equity ETF | $600.5K | 0.0% | 4,688 |
| IJTiShares S&P SmallCap 600 Growth ETF | $597.2K | 0.0% | 3,725 |
| TLTiShares 20+ Year Treasury Bond ETF | $595.4K | 0.0% | 7,654 |
| ISHARES TR | $595.2K | 0.0% | 24,678 |
| XLVState Street Health Care Select Sector SPDR ETF | $594.6K | 0.0% | 3,531 |
| PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF | $592.4K | 0.0% | 11,283 |
| BHPBHP Group Ltd | $588.5K | 0.0% | 6,936 |
| INVESCO EXCHANGE TRADED FD T | $578.8K | 0.0% | 15,640 |
| SHOPShopify Inc | $578.8K | 0.0% | 3,903 |
| CTASCintas Corp | $576.7K | 0.0% | 2,956 |
| GUNRFlexShares Global Upstream Natural Resources Index Fund ETF | $575.5K | 0.0% | 10,911 |
| SHYiShares 1-3 Year Treasury Bond ETF | $568.8K | 0.0% | 7,005 |
| WDCWestern Digital Corp | $565.6K | 0.0% | 1,244 |
| TRGPTarga Resources Corp | $564.9K | 0.0% | 2,090 |
| PROSHARES TR | $563.4K | 0.0% | 29,300 |
| BLACKROCK ETF TRUST | $557K | 0.0% | 17,836 |
| PWRQuanta Services Inc | $553.4K | 0.0% | 861 |
| RYRoyal Bank of Canada | $552.1K | 0.0% | 2,808 |
| SCHPSCHWAB STRATEGIC TR | $549.9K | 0.0% | 21,881 |
| BBVABanco Bilbao Vizcaya Argentaria SA | $548.5K | 0.0% | 19,681 |
| DDOGDatadog Inc (Pre-Reincorporation) | $546.3K | 0.0% | 1,995 |
| FTNTFortinet Inc | $542.7K | 0.0% | 3,036 |
| GMGeneral Motors Co | $542.5K | 0.0% | 7,045 |
| VANGUARD INSTL INDEX FD | $541.5K | 0.0% | 7,152 |
| GLWCorning Inc | $540.9K | 0.0% | 3,518 |
| MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $538.2K | 0.0% | 10,832 |
| CHRWCH Robinson Worldwide Inc | $535.7K | 0.0% | 3,621 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $533.6K | 0.0% | 6,620 |
| VANECK BITCOIN ETF | $531K | 0.0% | 22,482 |
| MUSAMurphy USA Inc. Common Stock | $530.7K | 0.0% | 1,053 |
| FDXFedEx Corp | $529.1K | 0.0% | 1,856 |
| SUNSunoco LP | $528.4K | 0.0% | 7,251 |
| VIRTUS DIVIDEND INTEREST & P | $527K | 0.0% | 35,019 |
| DVNDevon Energy Corp | $526K | 0.0% | 11,426 |
| J P MORGAN EXCHANGE TRADED F | $524.8K | 0.0% | 4,989 |
| FFINFirst Financial Bankshares Inc | $520.8K | 0.0% | 16,410 |
| AKREAkre Focus ETF | $520K | 0.0% | 9,873 |
| JOHNSON CONTROLS INTERNATION | $517.5K | 0.0% | 3,482 |
| TCHPT. Rowe Price Blue Chip Growth ETF | $515.9K | 0.0% | 10,035 |
| LNTAlliant Energy Corp | $514.6K | 0.0% | 8,130 |
| FITBFifth Third Bancorp | $508.2K | 0.0% | 10,048 |
| AFLAflac Inc | $505.1K | 0.0% | 4,518 |
| FIRST TR EXCHNG TRADED FD VI | $501.3K | 0.0% | 17,269 |
| NOCNorthrop Grumman Corp | $500.5K | 0.0% | 1,035 |
| MCOMoody's Corp | $498.6K | 0.0% | 1,098 |
| FSLRFirst Solar Inc | $494.7K | 0.0% | 2,824 |
| MTUMiShares MSCI USA Momentum Factor ETF | $494.6K | 0.0% | 1,559 |
| SNOWSnowflake Inc | $493.4K | 0.0% | 1,453 |
| FIRST TR EXCHNG TRADED FD VI | $492.5K | 0.0% | 21,182 |
| DIMENSIONAL ETF TRUST | $490.8K | 0.0% | 13,051 |
| ISHARES TR | $487.6K | 0.0% | 6,855 |
| NOVNov Inc | $487.1K | 0.0% | 26,004 |
| ROYAL CARIBBEAN GROUP | $486.5K | 0.0% | 1,830 |
| DASHDoorDash Inc | $485.7K | 0.0% | 2,646 |
| PKGPackaging Corp of America | $483.7K | 0.0% | 2,110 |
| ESGVVanguard ESG U.S. Stock ETF | $471.9K | 0.0% | 3,482 |
| SOFISoFi Technologies Inc | $471.6K | 0.0% | 29,999 |
| VONGVanguard Russell 1000 Growth ETF | $468.4K | 0.0% | 3,633 |
| VRTVertiv Holdings Co | $462.7K | 0.0% | 1,917 |
| NTRANatera Inc | $462.5K | 0.0% | 1,119 |
| ARESAres Management Corp | $461.7K | 0.0% | 3,974 |
| CDNSCadence Design Systems Inc | $459.3K | 0.0% | 1,391 |
| SPOTIFY TECHNOLOGY S A | $458.1K | 0.0% | 940 |
| BLACKROCK ETF TRUST II | $458.1K | 0.0% | 9,144 |
Quarter ending 2026-09-30.
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