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B. Riley Wealth Advisors, Inc. Portfolio
$2.4B across 500 positions as of 2026-09-30, with 26% 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
+14.6%
+0.1% a year vs the S&P 500
3 years
+19.8%
-1.4% a year vs the S&P 500
5 years
+9.5%
-2.7% a year vs the S&P 500
Quarters ahead
6 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +2.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +14.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.7% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.0% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +8.4% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +9.5% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.5% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +1.3% | +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 |
|---|---|---|---|
| NVDANVIDIA Corp | $133.1M | 5.5% | 582,603 |
| AAPLApple Inc | $112M | 4.7% | 336,396 |
| MSFTMicrosoft Corp | $59M | 2.5% | 115,004 |
| AMZNAmazon.com Inc | $53.1M | 2.2% | 212,968 |
| VUGVanguard Growth ETF | $50M | 2.1% | 555,179 |
| IVViShares Core S&P 500 ETF | $49.6M | 2.1% | 64,810 |
| METAMeta Platforms Inc | $48.1M | 2.0% | 66,288 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $47.1M | 2.0% | 513,880 |
| SPYState Street SPDR S&P 500 ETF Trust | $34.6M | 1.4% | 45,385 |
| GOOGLAlphabet Inc | $30.5M | 1.3% | 88,512 |
| PLTRPalantir Technologies Inc | $29.1M | 1.2% | 155,587 |
| LLYEli Lilly and Co | $29M | 1.2% | 25,044 |
| QQQInvesco QQQ Trust, Series 1 | $28.2M | 1.2% | 38,131 |
| CRWDCrowdStrike Holdings Inc | $27.5M | 1.1% | 103,966 |
| GOOGAlphabet Inc | $27.5M | 1.1% | 80,681 |
| AVGOBroadcom Inc | $25.9M | 1.1% | 73,656 |
| VTVVanguard Value ETF | $25.2M | 1.1% | 116,706 |
| TRUST FOR PROFESSIONAL MANAG | $24.5M | 1.0% | 520,995 |
| PANWPalo Alto Networks Inc | $24.1M | 1.0% | 60,770 |
| AMDAdvanced Micro Devices Inc | $23.1M | 1.0% | 37,785 |
| JPMJPMorgan Chase & Co | $22.2M | 0.9% | 66,961 |
| FIDELITY COVINGTON TRUST | $21.3M | 0.9% | 264,270 |
| LRCXLam Research Corp | $21.2M | 0.9% | 64,609 |
| SMHVanEck Semiconductor ETF | $20.7M | 0.9% | 33,981 |
| XLKState Street Technology Select Sector SPDR ETF | $20.5M | 0.9% | 104,810 |
| MUMicron Technology Inc | $19.7M | 0.8% | 18,529 |
| BRK.BBerkshire Hathaway Inc | $16.9M | 0.7% | 33,933 |
| PROSHARES TR | $15.9M | 0.7% | 182,748 |
| VGTVanguard Information Tech ETF | $15.7M | 0.7% | 125,064 |
| CGBLCapital Group Core Balanced ETF | $15.4M | 0.6% | 417,954 |
| JNJJohnson & Johnson | $15.1M | 0.6% | 56,915 |
| VOOVanguard S&P 500 ETF | $14.6M | 0.6% | 20,809 |
| VTIVanguard Total Stock Market ETF | $13.8M | 0.6% | 36,967 |
| NVDANVIDIA Corpcall | $13.6M | 0.6% | 59,380 |
| NFLXNetflix Inc | $13.1M | 0.5% | 187,572 |
| GLDSPDR Gold Shares | $13M | 0.5% | 34,011 |
| NVDANVIDIA Corpput — a bet against | $12.4M | 0.5% | 54,080 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $12.3M | 0.5% | 27,025 |
| JPSTJPMorgan Ultra-Short Income ETF | $12.1M | 0.5% | 240,441 |
| TRUST FOR PROFESSIONAL MANAG | $11.1M | 0.5% | 287,611 |
| TSLATesla Inc | $10.9M | 0.5% | 30,734 |
| VEAVanguard FTSE Developed Markets ETF | $10.8M | 0.5% | 153,022 |
| VIGVanguard Div Appreciation ETF | $10.7M | 0.4% | 45,742 |
| WMTWalmart Inc | $10.4M | 0.4% | 99,656 |
| ABBVAbbVie Inc | $10.3M | 0.4% | 39,372 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $9.9M | 0.4% | 126,977 |
| IVWiShares S&P 500 Growth ETF | $9.7M | 0.4% | 68,444 |
| ISHARES TR | $9.6M | 0.4% | 84,954 |
| FIRST TR EXCHANGE-TRADED ALP | $9.6M | 0.4% | 71,053 |
| GSGoldman Sachs Group Inc | $9.4M | 0.4% | 10,419 |
| SEAGATE TECHNOLOGY HLDNGS PL | $9.3M | 0.4% | 10,078 |
| XOMExxonmobil Holdings Corp | $9.3M | 0.4% | 57,085 |
| ASML HLDG NV | $9.2M | 0.4% | 5,064 |
| FBNDFidelity Total Bond ETF | $9.1M | 0.4% | 211,305 |
| PGProcter & Gamble Co | $9M | 0.4% | 62,023 |
| CCitigroup Inc | $8.9M | 0.4% | 68,799 |
| IUSBiShares Core Total USD Bond Market ETF | $8.9M | 0.4% | 200,845 |
| DGROiShares Core Dividend Growth ETF | $8.8M | 0.4% | 116,621 |
| FIDELITY COVINGTON TRUST | $8.6M | 0.4% | 90,813 |
| EMLPFirst Trust North American Energy Infrastructure Fund | $8.6M | 0.4% | 208,816 |
| EATON CORP PLC | $8.4M | 0.4% | 19,560 |
| INTCIntel Corp | $8.4M | 0.3% | 69,693 |
| COSTCostco Wholesale Corp | $8.2M | 0.3% | 9,008 |
| IBMInternational Business Machines Corp | $8M | 0.3% | 36,254 |
| VVisa Inc | $7.9M | 0.3% | 21,900 |
| BLUEROCK PVT REAL ESTATE FD | $7.6M | 0.3% | 609,920 |
| COFCapital One Financial Corp | $7.6M | 0.3% | 39,520 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $7.5M | 0.3% | 208,608 |
| XMMOInvesco S&P MidCap Momentum ETF | $7.4M | 0.3% | 50,685 |
| GEVGE Vernova Inc | $7.4M | 0.3% | 7,791 |
| ISHARES INC | $7.4M | 0.3% | 35,885 |
| GBILGOLDMAN SACHS ETF TR | $7.4M | 0.3% | 73,906 |
| MRVLMarvell Technology Inc | $7.3M | 0.3% | 27,457 |
| TRUST FOR PROFESSIONAL MANAG | $7.2M | 0.3% | 255,619 |
| BUFRFT Vest Laddered Buffer ETF | $7M | 0.3% | 186,002 |
| FBTFirst Trust Amex Biotech Index Fund | $6.9M | 0.3% | 25,466 |
| XSOEWISDOMTREE TR | $6.9M | 0.3% | 147,492 |
| HLHecla Mining Co | $6.9M | 0.3% | 404,196 |
| IEFAiShares Core MSCI EAFE ETF | $6.8M | 0.3% | 69,904 |
| HDHome Depot Inc | $6.7M | 0.3% | 23,655 |
| CVXChevron Corp | $6.7M | 0.3% | 32,920 |
| STIPiShares 0-5 Year TIPS Bond ETF | $6.6M | 0.3% | 66,577 |
| CSCOCisco Systems Inc | $6.6M | 0.3% | 61,455 |
| WISDOMTREE TR | $6.5M | 0.3% | 292,660 |
| TJXTJX Companies Inc | $6.5M | 0.3% | 49,274 |
| CATCaterpillar Inc | $6.4M | 0.3% | 7,927 |
| UBERUber Technologies Inc | $6.4M | 0.3% | 93,444 |
| MAMastercard Inc | $6.3M | 0.3% | 11,463 |
| VCSHVanguard Short-Term Corporate Bond ETF | $6.3M | 0.3% | 81,748 |
| BXBlackstone Inc | $6.3M | 0.3% | 56,328 |
| IVEiShares S&P 500 Value ETF | $6.3M | 0.3% | 27,629 |
| SRH TOTAL RETURN FUND INC | $6.2M | 0.3% | 359,766 |
| BACBank of America Corp | $6.2M | 0.3% | 114,118 |
| IWBiShares Russell 1000 ETF | $6.2M | 0.3% | 14,798 |
| JEPIJPMorgan Equity Premium Income ETF | $6.1M | 0.3% | 107,896 |
| FIRST TR EXCHANGE-TRADED FD | $6M | 0.3% | 36,891 |
| EFGiShares MSCI EAFE Growth ETF | $5.9M | 0.2% | 49,613 |
| VBKVanguard Small-Cap Growth ETF | $5.9M | 0.2% | 17,516 |
| FIRST TR EXCHNG TRADED FD VI | $5.8M | 0.2% | 157,555 |
| IWFiShares Russell 1000 Growth ETF | $5.7M | 0.2% | 45,311 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $5.6M | 0.2% | 64,564 |
| BNDXVanguard Total International Bond ETF | $5.6M | 0.2% | 119,577 |
| SYKStryker Corp | $5.3M | 0.2% | 19,406 |
| IEMGiShares Core MSCI Emerging Markets ETF | $5.2M | 0.2% | 64,235 |
| SKYYFirst Trust Cloud Computing ETF | $5.2M | 0.2% | 31,482 |
| AMATApplied Materials Inc | $5.2M | 0.2% | 10,075 |
| FIRST TR EXCHNG TRADED FD VI | $5.1M | 0.2% | 190,015 |
| MRKMerck & Co Inc | $5.1M | 0.2% | 35,238 |
| UNHUnitedHealth Group Inc | $5.1M | 0.2% | 13,941 |
| OIHVANECK ETF TRUST | $5.1M | 0.2% | 13,360 |
| BABoeing Co | $5M | 0.2% | 26,970 |
| XLEState Street Energy Select Sector SPDR ETF | $5M | 0.2% | 81,478 |
| XLFState Street Financial Select Sector SPDR ETF | $5M | 0.2% | 93,739 |
| ORCLOracle Corp | $4.9M | 0.2% | 35,599 |
| AGNICO EAGLE MINES LTD | $4.8M | 0.2% | 26,033 |
| MSMorgan Stanley | $4.7M | 0.2% | 25,253 |
| RSPInvesco S&P 500 Equal Weight ETF | $4.7M | 0.2% | 22,774 |
| CWBSPDR Bloomberg Convertible Securities ETF | $4.7M | 0.2% | 46,635 |
| VBVanguard Small-Cap ETF | $4.7M | 0.2% | 16,471 |
| RBB FD INC | $4.6M | 0.2% | 91,436 |
| AGGiShares Core U.S. Aggregate Bond ETF | $4.5M | 0.2% | 47,671 |
| DEDeere & Co | $4.5M | 0.2% | 6,678 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $4.4M | 0.2% | 63,741 |
| GLADGladstone Capital Corp | $4.3M | 0.2% | 225,027 |
| RTXRTX Corp | $4.3M | 0.2% | 23,202 |
| VISVanguard Industrials ETF | $4.3M | 0.2% | 13,392 |
| PULSPGIM Ultra Short Bond ETF | $4.3M | 0.2% | 86,523 |
| EEMiShares MSCI Emerging Index Fund | $4.2M | 0.2% | 63,079 |
| VZVerizon Communications Inc | $4.2M | 0.2% | 91,522 |
| BLACKROCK ETF TRUST | $4.2M | 0.2% | 150,238 |
| SPCXSpace Exploration Technologies Corp | $4.2M | 0.2% | 27,615 |
| CDECoeur Mining, Inc | $4.1M | 0.2% | 232,078 |
| IGMiShares Expanded Tech Sector ETF | $4.1M | 0.2% | 23,997 |
| SOXXiShares Semiconductor ETF | $4M | 0.2% | 7,031 |
| JOHN HANCOCK EXCHANGE TRADED | $3.9M | 0.2% | 86,764 |
| IJHiShares Core S&P Mid-Cap ETF | $3.9M | 0.2% | 53,771 |
| AXAxos Financial Inc | $3.8M | 0.2% | 43,475 |
| PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $3.7M | 0.2% | 194,074 |
| BMYBristol-Myers Squibb Co | $3.7M | 0.2% | 59,696 |
| TXNTexas Instruments Inc | $3.7M | 0.2% | 13,248 |
| PDPInvesco Dorsey Wright Momentum ETF | $3.7M | 0.2% | 26,909 |
| DELLDell Technologies Inc | $3.7M | 0.2% | 6,834 |
| VWOVanguard FTSE Emerging Markets ETF | $3.7M | 0.2% | 61,694 |
| NYLIM ETF TR | $3.6M | 0.1% | 97,693 |
| CGMSCapital Group Fixed Income ETF Trust Capital Group U.S. Multi-Sector Income ETF | $3.6M | 0.1% | 136,642 |
| XLUState Street Utilities Select Sector SPDR ETF | $3.6M | 0.1% | 90,738 |
| BSVVanguard Short-Term Bond ETF | $3.6M | 0.1% | 46,813 |
| AGIAlamos Gold Inc | $3.6M | 0.1% | 109,784 |
| VYMIVanguard International High Dividend Yield ETF | $3.5M | 0.1% | 34,955 |
| PFEPfizer Inc | $3.5M | 0.1% | 123,196 |
| GARPiShares MSCI USA Quality GARP ETF | $3.5M | 0.1% | 41,022 |
| IWPiShares Russell Midcap Growth ETF | $3.4M | 0.1% | 25,038 |
| JAAAJanus Henderson AAA CLO ETF | $3.4M | 0.1% | 67,570 |
| GLOBAL X FDS | $3.4M | 0.1% | 73,801 |
| FIDELITY COVINGTON TRUST | $3.4M | 0.1% | 78,585 |
| QCOMQualcomm Inc | $3.4M | 0.1% | 18,227 |
| SLViShares Silver Trust | $3.3M | 0.1% | 60,051 |
| KOCoca-Cola Co | $3.2M | 0.1% | 37,473 |
| EFAiShares MSCI EAFE ETF | $3.2M | 0.1% | 30,989 |
| ISRGIntuitive Surgical Inc | $3.2M | 0.1% | 7,875 |
| GOLDMAN SACHS ETF TR | $3.2M | 0.1% | 65,523 |
| GLOBAL X FDS | $3.1M | 0.1% | 115,889 |
| GEGeneral Electric Co | $3.1M | 0.1% | 10,003 |
| NOWServiceNow Inc | $3.1M | 0.1% | 23,051 |
| PROFESIONALLY MANAGED PORTFO | $3.1M | 0.1% | 128,469 |
| SCHDSchwab US Dividend Equity ETF | $3.1M | 0.1% | 94,061 |
| BLACKROCK ETF TRUST | $3M | 0.1% | 118,752 |
| NLYAnnaly Capital Management Inc | $3M | 0.1% | 161,005 |
| RSPTInvesco S&P 500 Equal Weight Technology ETF | $3M | 0.1% | 45,220 |
| KLACKLA Corp | $3M | 0.1% | 15,252 |
| TAT&T Inc | $2.9M | 0.1% | 119,552 |
| INNOVATOR ETFS TRUST | $2.9M | 0.1% | 121,133 |
| VNQVanguard Real Estate ETF | $2.8M | 0.1% | 30,936 |
| JOHNSON CONTROLS INTERNATION | $2.7M | 0.1% | 18,414 |
| IJRiShares Core S&P Small-Cap ETF | $2.7M | 0.1% | 19,916 |
| IYWiShares U.S. Technology ETF | $2.7M | 0.1% | 10,218 |
| CRMSalesforce Inc | $2.7M | 0.1% | 11,575 |
| EA SERIES TRUST | $2.7M | 0.1% | 62,312 |
| FIRST TR EXCHNG TRADED FD VI | $2.7M | 0.1% | 86,204 |
| APHAmphenol Corp | $2.6M | 0.1% | 30,640 |
| FIDELITY COVINGTON TRUST | $2.6M | 0.1% | 42,386 |
| WFCWells Fargo & Co | $2.6M | 0.1% | 32,090 |
| FTSMFirst Trust Enhanced Short Maturity ETF | $2.6M | 0.1% | 42,943 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $2.5M | 0.1% | 23,344 |
| FIRST TR EXCHANGE-TRADED FD | $2.5M | 0.1% | 27,055 |
| INVESCO DB MULTI-SECTOR COMM | $2.5M | 0.1% | 106,641 |
| TRUST FOR PROFESSIONAL MANAG | $2.5M | 0.1% | 104,657 |
| XLCThe Communication Services Select Sector SPDR Fund | $2.5M | 0.1% | 22,560 |
| BLACKROCK ETF TRUST | $2.5M | 0.1% | 67,696 |
| DBEFXtrackers MSCI EAFE Hedged Equity ETF | $2.5M | 0.1% | 44,713 |
| TMOThermo Fisher Scientific Inc | $2.5M | 0.1% | 3,630 |
| DBX ETF TR | $2.4M | 0.1% | 62,593 |
| SNDKSandisk Corp | $2.4M | 0.1% | 1,389 |
| FIRST TR EXCHANGE-TRADED FD | $2.4M | 0.1% | 53,932 |
| EPDEnterprise Products Partners L.P | $2.4M | 0.1% | 67,263 |
| FIDELITY MERRIMACK STR TR | $2.4M | 0.1% | 48,698 |
| JGROJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF | $2.4M | 0.1% | 24,669 |
| QUALiShares MSCI USA Quality Factor ETF | $2.4M | 0.1% | 10,700 |
| EFViShares MSCI EAFE Value ETF | $2.4M | 0.1% | 29,729 |
| OEFiShares S&P 100 Fund | $2.3M | 0.1% | 5,952 |
| MCKMcKesson Corp | $2.3M | 0.1% | 2,651 |
| MCDMcDonald's Corp | $2.3M | 0.1% | 9,786 |
| XLIState Street Industrial Select Sector SPDR ETF | $2.2M | 0.1% | 13,457 |
| BTCGRAYSCALE BITCOIN MINI TR ET | $2.2M | 0.1% | 60,734 |
| CLSCelestica Inc | $2.2M | 0.1% | 6,133 |
| SGOViShares 0-3 Month Treasury Bond ETF | $2.2M | 0.1% | 21,924 |
| AZOAutozone Inc | $2.2M | 0.1% | 776 |
| BLACKROCK ETF TRUST | $2.2M | 0.1% | 83,390 |
| GLWCorning Inc | $2.2M | 0.1% | 14,046 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $2.2M | 0.1% | 4,236 |
| AXPAmerican Express Co | $2.1M | 0.1% | 7,067 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $2.1M | 0.1% | 17,454 |
| BAIiShares A.I. Innovation and Tech Active ETF | $2.1M | 0.1% | 44,940 |
| ROUNDHILL ETF TRUST | $2.1M | 0.1% | 35,049 |
| VBRVanguard Small-Cap Value ETF | $2.1M | 0.1% | 9,123 |
| J P MORGAN EXCHANGE TRADED F | $2.1M | 0.1% | 15,513 |
| PSXPhillips 66 | $2.1M | 0.1% | 8,224 |
| IWRiShares Russell Mid-Cap ETF | $2.1M | 0.1% | 19,596 |
| COPConocoPhillips | $2.1M | 0.1% | 16,575 |
| SHYiShares 1-3 Year Treasury Bond ETF | $2.1M | 0.1% | 25,459 |
| PWRQuanta Services Inc | $2.1M | 0.1% | 3,206 |
| IHIiShares U.S. Medical Devices ETF | $2.1M | 0.1% | 40,098 |
| INVESCO DB MULTI-SECTOR COMM | $2.1M | 0.1% | 72,872 |
| BLACKROCK ETF TRUST | $2M | 0.1% | 41,395 |
| VYMVanguard High Dividend Yield ETF | $2M | 0.1% | 12,988 |
| CHUBB LIMITED | $2M | 0.1% | 6,177 |
| FDXFedEx Corp | $2M | 0.1% | 6,995 |
| DISWalt Disney Co | $2M | 0.1% | 18,861 |
| VVVanguard Large-Cap ETF | $2M | 0.1% | 5,616 |
| SCHXSchwab U.S. Large-Cap ETF | $2M | 0.1% | 65,847 |
| ACWXiShares MSCI ACWI ex U.S. ETF | $2M | 0.1% | 25,949 |
| MOAltria Group Inc | $2M | 0.1% | 29,108 |
| COWZPacer US Cash Cows 100 ETF | $2M | 0.1% | 29,281 |
| ETEnergy Transfer LP | $2M | 0.1% | 98,853 |
| IWDiShares Russell 1000 Value ETF | $1.9M | 0.1% | 7,864 |
| IWMiShares Russell 2000 Index Fund | $1.9M | 0.1% | 6,997 |
| PMPhilip Morris International Inc | $1.9M | 0.1% | 10,173 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $1.9M | 0.1% | 18,747 |
| AVUVAvantis U.S. Small Cap Value ETF | $1.9M | 0.1% | 16,331 |
| VOVanguard Mid-Cap ETF | $1.9M | 0.1% | 24,400 |
| JVALJPMorgan U.S. Value Factor ETF | $1.9M | 0.1% | 32,643 |
| AIRRFirst Trust RBA American Industrial Renaissance ETF | $1.9M | 0.1% | 18,080 |
| USIGiShares Broad USD Investment Grade Corporate Bond ETF | $1.9M | 0.1% | 38,119 |
| APPLIED DIGITAL CORP | $1.8M | 0.1% | 75,349 |
| INNOVATOR ETFS TRUST | $1.8M | 0.1% | 81,300 |
| EA SERIES TRUST | $1.8M | 0.1% | 89,774 |
| ENDEAVOUR SILVER CORP | $1.8M | 0.1% | 210,750 |
| FVDFirst Trust VL Dividend | $1.8M | 0.1% | 38,518 |
| SBUXStarbucks Corp | $1.8M | 0.1% | 19,014 |
| FIRST MAJESTIC SILVER CORP | $1.8M | 0.1% | 100,232 |
| SHViShares 0-1 Year Treasury Bond ETF | $1.8M | 0.1% | 15,923 |
| VRTXVertex Pharmaceuticals Inc | $1.8M | 0.1% | 3,359 |
| XLVState Street Health Care Select Sector SPDR ETF | $1.7M | 0.1% | 10,369 |
| MDYSPDR MidCap Trust Series I | $1.7M | 0.1% | 2,578 |
| LITELumentum Holdings Inc | $1.7M | 0.1% | 1,742 |
| GOVTiShares U.S. Treasury Bond ETF | $1.7M | 0.1% | 77,355 |
| INVESCO EXCHANGE TRADED FD T | $1.7M | 0.1% | 11,075 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $1.7M | 0.1% | 10,152 |
| NEENextera Energy Inc | $1.7M | 0.1% | 22,261 |
| ARMArm Holdings PLC | $1.7M | 0.1% | 5,813 |
| BIVVanguard Intermediate-Term Bond ETF | $1.6M | 0.1% | 22,566 |
| SCHWCharles Schwab Corp | $1.6M | 0.1% | 16,715 |
| MAINMain Street Capital Corp | $1.6M | 0.1% | 29,544 |
| HACKETFMG Prime Cyber Security ETF | $1.6M | 0.1% | 13,406 |
| BLKBlackRock Inc | $1.6M | 0.1% | 1,535 |
| TLHiShares 10-20 Year Treasury Bond ETF | $1.6M | 0.1% | 17,572 |
| CGGRCapital Group Growth ETF | $1.6M | 0.1% | 33,765 |
| VLOValero Energy Corp | $1.6M | 0.1% | 4,109 |
| EQIXEquinix Inc | $1.6M | 0.1% | 1,552 |
| FCXFreeport-McMoRan Inc | $1.6M | 0.1% | 22,370 |
| PROSHARES TR | $1.6M | 0.1% | 26,908 |
| ISHARES TR | $1.6M | 0.1% | 22,014 |
| FDNFirst Trust DJ Internet Index Fund | $1.6M | 0.1% | 5,380 |
| CAPITAL SOUTHWEST CORP | $1.6M | 0.1% | 67,058 |
| FIXComfort Systems USA Inc | $1.5M | 0.1% | 937 |
| PFFiShares Preferred and Income Securities ETF | $1.5M | 0.1% | 52,436 |
| VMBSVanguard Mortgage Backed Security | $1.5M | 0.1% | 34,815 |
| VXFVanguard Extended Market ETF | $1.5M | 0.1% | 6,669 |
| MMM3M Co | $1.5M | 0.1% | 9,409 |
| WDCWestern Digital Corp | $1.5M | 0.1% | 3,376 |
| BPBP PLC | $1.5M | 0.1% | 34,605 |
| ANETArista Networks Inc | $1.5M | 0.1% | 7,462 |
| VTVanguard Total World Stock Index ETF | $1.5M | 0.1% | 9,611 |
| PEPPepsiCo Inc | $1.5M | 0.1% | 11,928 |
| IDEViShares Core MSCI International Developed Markets ETF | $1.5M | 0.1% | 16,870 |
| IWYiShares Russell Top 200 Growth ETF | $1.5M | 0.1% | 5,110 |
| ASTRAZENECA PLC | $1.5M | 0.1% | 9,241 |
| WISDOMTREE TR | $1.5M | 0.1% | 32,581 |
| TE CONNECTIVITY PLC | $1.5M | 0.1% | 6,976 |
| RABrookfield Real Assets Income Fund Inc | $1.5M | 0.1% | 127,091 |
| AMGNAmgen Inc | $1.5M | 0.1% | 3,478 |
| IWXiShares Russell Top 200 Value ETF | $1.5M | 0.1% | 13,343 |
| BLVVanguard Long-Term Bond ETF | $1.5M | 0.1% | 23,251 |
| ITAiShares U.S. Aerospace & Defense ETF | $1.5M | 0.1% | 7,021 |
| GOLDMAN SACHS ETF TR | $1.4M | 0.1% | 28,630 |
| INVESCO EXCH TRD SLF IDX FD | $1.4M | 0.1% | 73,900 |
| VRTVertiv Holdings Co | $1.4M | 0.1% | 5,984 |
| IMCGiShares Morningstar Mid-Cap Growth ETF | $1.4M | 0.1% | 15,314 |
| FDLFirst Trust Morningstar ETF | $1.4M | 0.1% | 29,255 |
| CSXCSX Corp | $1.4M | 0.1% | 30,881 |
| UNPUnion Pacific Corp | $1.4M | 0.1% | 5,277 |
| KYNKayne Anderson Energy Infrastructure Fund Inc | $1.4M | 0.1% | 105,076 |
| LMTLockheed Martin Corp | $1.4M | 0.1% | 2,804 |
| LINDE PLC | $1.4M | 0.1% | 3,002 |
| IBITiShares Bitcoin Trust ETF | $1.4M | 0.1% | 29,822 |
| BARCLAYS BANK PLC | $1.4M | 0.1% | 27,378 |
| BANK OF NY MELLON CORP | $1.4M | 0.1% | 9,750 |
| ISHARES TR | $1.4M | 0.1% | 20,780 |
| HONHoneywell International Inc | $1.4M | 0.1% | 6,633 |
| GNRState Street SPDR S&P Global Natural Resources ETF | $1.4M | 0.1% | 18,783 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $1.4M | 0.1% | 22,559 |
| IUSGiShares Core S&P U.S. Growth ETF | $1.4M | 0.1% | 7,086 |
| DALDelta Air Lines Inc | $1.4M | 0.1% | 16,355 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $1.4M | 0.1% | 17,408 |
| CEGConstellation Energy Corp | $1.4M | 0.1% | 5,363 |
| HONAHoneywell Aerospace Inc | $1.4M | 0.1% | 8,760 |
| CVSCVS Health Corp | $1.4M | 0.1% | 15,760 |
| EMREmerson Electric Co | $1.3M | 0.1% | 8,699 |
| GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $1.3M | 0.1% | 9,074 |
| HWMHowmet Aerospace Inc | $1.3M | 0.1% | 5,812 |
| BLACKROCK ETF TRUST | $1.3M | 0.1% | 43,782 |
| FLOTiShares Floating Rate Bond ETF | $1.3M | 0.1% | 25,553 |
| XARSPDR S&P Aerospace & Defense ETF | $1.3M | 0.1% | 5,611 |
| USBUS Bancorp | $1.3M | 0.1% | 22,126 |
| BABAAlibaba Group Holding Ltd | $1.3M | 0.1% | 11,803 |
| USMViShares MSCI USA Min Vol Factor ETF | $1.3M | 0.1% | 12,998 |
| TIPiShares TIPS Bond ETF | $1.3M | 0.1% | 12,102 |
| IXNiShares Global Tech ETF | $1.3M | 0.1% | 8,469 |
| USFRWISDOMTREE TR | $1.2M | 0.1% | 24,799 |
| GBTCGrayscale Bitcoin Trust (Btc) | $1.2M | 0.1% | 19,341 |
| ZIM INTEGRATED SHIPPING SERV | $1.2M | 0.1% | 42,266 |
| ABTAbbott Laboratories | $1.2M | 0.1% | 12,534 |
| DELLDell Technologies Inccall | $1.2M | 0.1% | 2,301 |
| IBKRInteractive Brokers Group Inc | $1.2M | 0.1% | 14,442 |
| THROiShares U.S. Thematic Rotation Active ETF | $1.2M | 0.1% | 28,038 |
| SDYState Street SPDR S&P Dividend ETF | $1.2M | 0.1% | 8,268 |
| LOWLowe's Companies Inc | $1.2M | 0.1% | 6,570 |
| HALHalliburton Co | $1.2M | 0.1% | 38,063 |
| FIDELITY COVINGTON TRUST | $1.2M | 0.1% | 26,763 |
| DDWMWisdomTree Dynamic International Equity Fund | $1.2M | 0.1% | 26,403 |
| NEMNewmont Corporation | $1.2M | 0.1% | 10,440 |
| SSR MINING IN | $1.2M | 0.1% | 36,127 |
| VONGVanguard Russell 1000 Growth ETF | $1.2M | 0.0% | 9,265 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $1.2M | 0.0% | 12,053 |
| INVESCO INDIA EXCHANGE-TRADE | $1.2M | 0.0% | 64,018 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $1.2M | 0.0% | 11,837 |
| EMEEMCOR Group Inc | $1.2M | 0.0% | 1,575 |
| QTECFIRST TR EXCHANGE-TRADED FD | $1.2M | 0.0% | 3,600 |
| MUELLER INDS INC | $1.2M | 0.0% | 19,525 |
| BLACKROCK ETF TRUST II | $1.2M | 0.0% | 23,560 |
| GEMGOLDMAN SACHS ETF TR | $1.2M | 0.0% | 23,095 |
| JMBSJANUS DETROIT STR TR | $1.2M | 0.0% | 27,798 |
| FIRST TR EXCHANGE-TRADED FD | $1.2M | 0.0% | 65,037 |
| FIRST TR EXCHANGE TRADED FD | $1.2M | 0.0% | 52,823 |
| MUBiShares National Muni Bond ETF | $1.2M | 0.0% | 11,554 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $1.2M | 0.0% | 22,097 |
| DVYISHARES TR | $1.2M | 0.0% | 7,655 |
| FIRST TR EXCHNG TRADED FD VI | $1.2M | 0.0% | 44,200 |
| MRVLMarvell Technology Inccall | $1.2M | 0.0% | 4,400 |
| GDGeneral Dynamics Corp | $1.2M | 0.0% | 3,495 |
| SPTLState Street SPDR Portfolio Long Term Treasury ETF | $1.2M | 0.0% | 48,559 |
| VLUEiShares MSCI USA Value Factor ETF | $1.2M | 0.0% | 5,833 |
| SPDR INDEX SHS FDS | $1.2M | 0.0% | 11,826 |
| EEMAiShares MSCI Emerging Markets Asia ETF | $1.1M | 0.0% | 9,884 |
| BINCiShares Flexible Income Active ETF | $1.1M | 0.0% | 22,442 |
| DUKDuke Energy Corp | $1.1M | 0.0% | 9,931 |
| ALLIANCEBERNSTEIN GLOBAL HIG | $1.1M | 0.0% | 114,562 |
| ABRDN PRECIOUS METALS BASKET | $1.1M | 0.0% | 5,978 |
| PROSHARES TR | $1.1M | 0.0% | 63,038 |
| AVEMAvantis Emerging Markets Equity ETF | $1.1M | 0.0% | 11,804 |
| VANECK ETF TRUST | $1.1M | 0.0% | 54,500 |
| TRVTravelers Companies Inc | $1.1M | 0.0% | 3,043 |
| NETCloudflare Inc | $1.1M | 0.0% | 3,113 |
| VANGUARD ADMIRAL FDS INC | $1.1M | 0.0% | 7,913 |
| PGRProgressive Corp | $1.1M | 0.0% | 5,191 |
| DIREXION SHARES ETF TRUST | $1.1M | 0.0% | 30,801 |
| IBRXImmunitybio Inc | $1.1M | 0.0% | 113,000 |
| PLDPrologis Inc | $1.1M | 0.0% | 8,161 |
| CMICummins Inc | $1.1M | 0.0% | 2,047 |
| SHOPShopify Inc | $1.1M | 0.0% | 7,116 |
| SNOWSnowflake Inc | $1.1M | 0.0% | 3,107 |
| DBX ETF TR | $1.1M | 0.0% | 21,884 |
| HPEHewlett Packard Enterprise Co | $1M | 0.0% | 16,392 |
| BDXBecton Dickinson and Co | $1M | 0.0% | 5,824 |
| SPDR SERIES TRUST | $1M | 0.0% | 42,820 |
| BLACKROCK ETF TRUST | $1M | 0.0% | 33,187 |
| LHXL3Harris Technologies Inc | $1M | 0.0% | 4,359 |
| SOSouthern Co | $1M | 0.0% | 12,295 |
| WISDOMTREE TR | $1M | 0.0% | 38,171 |
| MAGSRoundhill Magnificent Seven ETF | $1M | 0.0% | 14,112 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $1M | 0.0% | 9,900 |
| IWSiShares Russell Mid-cap Value ETF | $1M | 0.0% | 6,260 |
| CRWVCoreWeave Inc | $1M | 0.0% | 11,544 |
| DVNDevon Energy Corp | $998.5K | 0.0% | 21,687 |
| PGIM ROCK ETF TR | $989.1K | 0.0% | 30,523 |
| MARMarriott International Inc | $987.4K | 0.0% | 2,776 |
| LNGCheniere Energy Inc | $980.8K | 0.0% | 3,646 |
| SHELShell PLC | $973.8K | 0.0% | 10,245 |
| GMGeneral Motors Co | $969.6K | 0.0% | 12,593 |
| MUMicron Technology Inccall | $958.6K | 0.0% | 900 |
| PHParker-Hannifin Corp | $937.1K | 0.0% | 981 |
| SPGSimon Property Group Inc | $936.1K | 0.0% | 4,663 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $933.2K | 0.0% | 17,249 |
| SCHASchwab U.S. Small-Cap ETF | $927.4K | 0.0% | 28,423 |
| FPEFirst Trust Preferred Securities and Income ETF ETF | $927.4K | 0.0% | 54,393 |
| CMCSAComcast Corp | $922.6K | 0.0% | 42,400 |
| MEDTRONIC PLC | $920.7K | 0.0% | 10,670 |
| RKLBRocket Lab USA, Inc. | $914.1K | 0.0% | 13,119 |
| 2023 ETF SERIES TRUST | $913K | 0.0% | 21,193 |
| PFIXSimplify Interest Rate Hedge ETF | $912.2K | 0.0% | 14,505 |
| UPSUnited Parcel Service Inc | $911.1K | 0.0% | 9,750 |
| GILDGilead Sciences, Inc | $905.5K | 0.0% | 6,075 |
| MTUMiShares MSCI USA Momentum Factor ETF | $900.8K | 0.0% | 2,839 |
| IYRISHARES TR | $899.5K | 0.0% | 9,464 |
| PNCPNC Financial Services Group Inc | $896.2K | 0.0% | 4,032 |
| GOLDMAN SACHS ETF TR | $890K | 0.0% | 18,564 |
| EDConsolidated Edison Inc | $885.3K | 0.0% | 8,662 |
| MSTRStrategy Inc | $881.6K | 0.0% | 5,759 |
| SPGIS&P Global Inc | $881.3K | 0.0% | 2,234 |
| VANGUARD WELLESLEY INCOME FD | $874.7K | 0.0% | 11,682 |
| ADIAnalog Devices Inc | $872.2K | 0.0% | 2,199 |
| ADSKAutodesk Inc | $869.9K | 0.0% | 4,162 |
| QTUMDefiance Quantum ETF | $869.7K | 0.0% | 5,736 |
| ESGEiShares ESG Aware MSCI EM ETF | $867.1K | 0.0% | 16,009 |
| SCHPSCHWAB STRATEGIC TR | $853.4K | 0.0% | 33,961 |
| CICigna Group | $852.2K | 0.0% | 3,135 |
| GSIEGoldman Sachs ActiveBeta International Equity ETF | $850.3K | 0.0% | 18,550 |
| EATON VANCE FLOATING RATE IN | $848.9K | 0.0% | 79,484 |
| FYXFirst Trust Small Cap Core AlphaDEX Fund | $848.6K | 0.0% | 6,305 |
| WELLWelltower Inc | $843.4K | 0.0% | 3,663 |
| CLColgate-Palmolive Co | $840K | 0.0% | 9,846 |
| CMGChipotle Mexican Grill Inc | $839.2K | 0.0% | 26,265 |
| VEUVanguard FTSE All World Ex US ETF | $838.4K | 0.0% | 10,105 |
| EMLCVanEck J. P. Morgan EM Local Currency Bond ET | $838K | 0.0% | 33,751 |
| IEFiShares 7-10 Year Treasury Bond ETF | $830.9K | 0.0% | 9,304 |
| TECHNIPFMC PLC | $827K | 0.0% | 12,176 |
| THCTenet Healthcare Corp | $825.2K | 0.0% | 3,229 |
| VONVVanguard Russell 1000 Value ETF | $817.5K | 0.0% | 7,521 |
| IGSBISHARES TR | $808.9K | 0.0% | 15,789 |
| NGGNational Grid PLC | $808.1K | 0.0% | 10,659 |
| INVESCO ACTIVELY MANAGED EXC | $800.4K | 0.0% | 31,983 |
| SKHYSK Hynix Inc | $795.7K | 0.0% | 4,321 |
| OR ROYALTIES INC. | $794.8K | 0.0% | 23,144 |
| BEBloom Energy Corp | $794.1K | 0.0% | 2,867 |
| GWWWW Grainger Inc | $786.9K | 0.0% | 632 |
| APOApollo Global Management Inc | $772.7K | 0.0% | 6,658 |
| CMECME Group Inc | $770.7K | 0.0% | 2,942 |
| LGNDLigand Pharmaceuticals Inc | $770K | 0.0% | 2,465 |
| NVSNovartis AG | $766.4K | 0.0% | 5,376 |
| ZSZscaler Inc | $766K | 0.0% | 3,841 |
| UNITED STS COMMODITY INDEX F | $763.7K | 0.0% | 19,198 |
| KINIKSA PHARMACEUTICALS INTL | $763.4K | 0.0% | 10,232 |
| ETFIS SER TR I | $761.7K | 0.0% | 38,569 |
| PGIM ROCK ETF TR | $755.4K | 0.0% | 24,169 |
| IM GLOBAL PARTNER FUNDS | $754.5K | 0.0% | 23,194 |
| NOCNorthrop Grumman Corp | $750.8K | 0.0% | 1,553 |
| INSMInsmed Inc | $749.7K | 0.0% | 6,568 |
| FIRST TR EXCHNG TRADED FD VI | $743.4K | 0.0% | 28,500 |
| ADBEAdobe Inc | $743.1K | 0.0% | 3,097 |
| GPIXGoldman Sachs S&P 500 Premium Income ETF | $738.6K | 0.0% | 13,229 |
| CDNSCadence Design Systems Inc | $736K | 0.0% | 2,229 |
| ARKKARK Innovation ETF | $731.7K | 0.0% | 8,212 |
| HEFAiShares Currency Hedged MSCI EAFE ETF | $727.8K | 0.0% | 15,688 |
| EXPEExpedia Group Inc | $726.8K | 0.0% | 2,760 |
| SPLVInvesco S&P 500 Low Volatility ETF | $726.2K | 0.0% | 10,299 |
| ESGUiShares ESG Aware MSCI USA ETF | $719K | 0.0% | 4,310 |
| HOODRobinhood Markets Inc | $717.6K | 0.0% | 6,378 |
| FIRST TR EXCHANGE-TRADED FD | $716.9K | 0.0% | 8,800 |
| CAHCardinal Health Inc | $711K | 0.0% | 3,196 |
| EQTEQT Corp | $699.9K | 0.0% | 14,412 |
| COHEN & STEERS ETF TRUST | $697.7K | 0.0% | 19,326 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $696.4K | 0.0% | 8,641 |
| FTNTFortinet Inc | $696.4K | 0.0% | 3,896 |
| IXJiShares Global Healthcare ETF | $695.5K | 0.0% | 6,811 |
| ROKRockwell Automation Inc | $689.2K | 0.0% | 1,583 |
| METMetLife Inc | $688.1K | 0.0% | 7,308 |
| SUNSunoco LP | $688K | 0.0% | 9,442 |
| VXUSVanguard Total International Stock ETF | $676.7K | 0.0% | 7,965 |
| TPLTexas Pacific Land Corp | $673.9K | 0.0% | 2,068 |
| TGTTarget Corp | $669.1K | 0.0% | 4,270 |
| BLACKROCK MUN TARGET TERM TR | $666.1K | 0.0% | 30,501 |
| WISDOMTREE TR | $664.4K | 0.0% | 14,881 |
| BUIBlackrock Utilities Infrastructure & Power Opportunities Trust | $664.3K | 0.0% | 26,648 |
| PACER FDS TR | $661K | 0.0% | 14,233 |
| ISHARES INC | $658.1K | 0.0% | 3,600 |
| KMIKinder Morgan Inc | $657.8K | 0.0% | 21,817 |
| AMTAmerican Tower Corp | $653.7K | 0.0% | 3,994 |
| ELVElevance Health Inc | $647.4K | 0.0% | 1,665 |
| KEYSKeysight Technologies Inc | $645.1K | 0.0% | 1,772 |
| FTECFIDELITY COVINGTON TRUST | $640.3K | 0.0% | 2,134 |
| NATIONAL HEALTHCARE CORP | $640.3K | 0.0% | 2,917 |
| GOLDMAN SACHS ETF TR | $638.3K | 0.0% | 10,312 |
| RSGRepublic Services Inc | $636.6K | 0.0% | 3,033 |
| SPROTT INC | $636.4K | 0.0% | 5,331 |
| ABRDN HEALTHCARE OPPORTUNITI | $631.2K | 0.0% | 34,305 |
| ACCENTURE PLC IRELAND | $625.9K | 0.0% | 3,414 |
| ISHARES INC | $623.7K | 0.0% | 5,524 |
| GDXVanEck Gold Miners ETF | $623.3K | 0.0% | 7,099 |
| MTBM&T Bank Corp | $622.1K | 0.0% | 2,859 |
| LMBSFirst Trust Low Duration Opportunities ETF | $622K | 0.0% | 12,836 |
Quarter ending 2026-09-30.
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