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Baker Tilly Wealth Management, LLC Portfolio
$510.4M across 287 positions as of 2026-09-30, with 36% 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
+9.4%
-5.0% a year vs the S&P 500
3 years
+17.4%
-3.9% a year vs the S&P 500
5 years
+8.3%
-3.9% a year vs the S&P 500
Quarters ahead
8 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +2.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +9.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.9% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.3% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.3% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +9.8% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.9% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +3.0% | +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 |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $41.1M | 8.1% | 58,633 |
| PVALPutnam Focused Large Cap Value ETF | $34M | 6.7% | 646,818 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $22.4M | 4.4% | 181,663 |
| NVDANVIDIA Corp | $16.5M | 3.2% | 72,424 |
| IJHiShares Core S&P Mid-Cap ETF | $14.3M | 2.8% | 198,726 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $12.5M | 2.5% | 180,695 |
| PLTRPalantir Technologies Inc | $11.6M | 2.3% | 61,807 |
| DFATDimensional U.S. Targeted Value ETF | $11.2M | 2.2% | 169,169 |
| QQQInvesco QQQ Trust, Series 1 | $11.1M | 2.2% | 15,012 |
| MSFTMicrosoft Corp | $11.1M | 2.2% | 21,586 |
| AAPLApple Inc | $10.2M | 2.0% | 30,768 |
| LAZARD ACTIVE ETF TR | $10.1M | 2.0% | 287,189 |
| DFIVDimensional International Value ETF | $9M | 1.8% | 160,595 |
| DIMENSIONAL ETF TRUST | $8.8M | 1.7% | 160,433 |
| GOOGLAlphabet Inc | $8.5M | 1.7% | 24,776 |
| GLDMSPDR Gold MiniShares Trust | $8.1M | 1.6% | 98,042 |
| PLTRPalantir Technologies Incput — a bet against | $7.5M | 1.5% | 40,000 |
| AMZNAmazon.com Inc | $7.4M | 1.5% | 29,767 |
| JMUBJPMorgan Municipal ETF | $7M | 1.4% | 147,551 |
| METAMeta Platforms Inc | $6.2M | 1.2% | 8,576 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $5.9M | 1.2% | 133,777 |
| DIMENSIONAL ETF TRUST | $5.3M | 1.0% | 64,161 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $5.2M | 1.0% | 31,159 |
| BRK.BBerkshire Hathaway Inc | $4.4M | 0.9% | 8,751 |
| TSLATesla Inc | $4.2M | 0.8% | 11,762 |
| IWFiShares Russell 1000 Growth ETF | $3.9M | 0.8% | 31,019 |
| VVisa Inc | $3.9M | 0.8% | 10,793 |
| GLDSPDR Gold Shares | $3.9M | 0.8% | 10,142 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $3.8M | 0.7% | 67,156 |
| VOVanguard Mid-Cap ETF | $3.6M | 0.7% | 46,034 |
| BINCiShares Flexible Income Active ETF | $3.5M | 0.7% | 68,366 |
| AVDVAvantis International Small Cap Value ETF | $3.5M | 0.7% | 31,715 |
| GOOGAlphabet Inc | $3.2M | 0.6% | 9,514 |
| EVTREaton Vance Total Return Bond ETF | $3.2M | 0.6% | 66,524 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $3.2M | 0.6% | 68,711 |
| IVViShares Core S&P 500 ETF | $2.9M | 0.6% | 3,808 |
| EXXON MOBIL CORP | $2.8M | 0.5% | 17,208 |
| AVGOBroadcom Inc | $2.8M | 0.5% | 7,957 |
| LLYEli Lilly and Co | $2.8M | 0.5% | 2,388 |
| JNJJohnson & Johnson | $2.8M | 0.5% | 10,423 |
| AVUVAvantis U.S. Small Cap Value ETF | $2.7M | 0.5% | 22,907 |
| DIMENSIONAL ETF TRUST | $2.7M | 0.5% | 34,508 |
| JPMJPMorgan Chase & Co | $2.7M | 0.5% | 8,011 |
| BABoeing Co | $2.3M | 0.5% | 12,579 |
| KOCoca-Cola Co | $2.3M | 0.4% | 26,411 |
| NFLXNetflix Inc | $2.1M | 0.4% | 30,656 |
| VBRVanguard Small-Cap Value ETF | $2.1M | 0.4% | 9,085 |
| DFGRDimensional ETF Trust Dimensional Global Real Estate ETF | $2M | 0.4% | 74,124 |
| VICRVicor Corp | $1.9M | 0.4% | 6,523 |
| DFAEDimensional Emerging Core Equity Market ETF | $1.9M | 0.4% | 47,917 |
| WMBWilliams Companies Inc | $1.8M | 0.4% | 26,968 |
| DISWalt Disney Co | $1.8M | 0.3% | 16,979 |
| VRTXVertex Pharmaceuticals Inc | $1.7M | 0.3% | 3,347 |
| ORCLOracle Corp | $1.7M | 0.3% | 12,589 |
| IDEViShares Core MSCI International Developed Markets ETF | $1.7M | 0.3% | 19,126 |
| JAAAJanus Henderson AAA CLO ETF | $1.6M | 0.3% | 32,457 |
| MUMicron Technology Inc | $1.6M | 0.3% | 1,518 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.5M | 0.3% | 1,998 |
| SHOPShopify Inc | $1.5M | 0.3% | 9,922 |
| MNSTMonster Beverage Corp | $1.5M | 0.3% | 35,155 |
| AMTAmerican Tower Corp | $1.4M | 0.3% | 8,601 |
| CRMSalesforce Inc | $1.3M | 0.3% | 5,861 |
| AMERICAN CENTY ETF TR | $1.3M | 0.3% | 16,632 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $1.3M | 0.3% | 26,472 |
| DFAIDimensional International Core Equity Market ETF | $1.3M | 0.3% | 31,362 |
| ADPAutomatic Data Processing Inc | $1.3M | 0.2% | 4,940 |
| ABBVAbbVie Inc | $1.2M | 0.2% | 4,673 |
| APOApollo Global Management Inc | $1.2M | 0.2% | 10,513 |
| COFCapital One Financial Corp | $1.2M | 0.2% | 6,303 |
| JCPBJPMorgan Core Plus Bond ETF | $1.2M | 0.2% | 27,138 |
| TXNTexas Instruments Inc | $1.2M | 0.2% | 4,298 |
| JPSTJPMorgan Ultra-Short Income ETF | $1.2M | 0.2% | 23,870 |
| HELOJPMorgan Hedged Equity Laddered Overlay ETF | $1.2M | 0.2% | 17,299 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $1.2M | 0.2% | 32,050 |
| PGProcter & Gamble Co | $1.2M | 0.2% | 8,066 |
| UNPUnion Pacific Corp | $1.2M | 0.2% | 4,297 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $1.1M | 0.2% | 12,526 |
| AMDAdvanced Micro Devices Inc | $1.1M | 0.2% | 1,856 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $1.1M | 0.2% | 12,575 |
| REGNRegeneron Pharmaceuticals Inc | $1.1M | 0.2% | 1,461 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $1.1M | 0.2% | 2,418 |
| BACBank of America Corp | $1.1M | 0.2% | 19,763 |
| DFAUDimensional US Core Equity Market ETF | $1.1M | 0.2% | 20,317 |
| MRSHMarsh & McLennan Companies Inc | $1.1M | 0.2% | 6,188 |
| MORGAN STANLEY ETF TRUST | $1M | 0.2% | 21,213 |
| IEMGiShares Core MSCI Emerging Markets ETF | $1M | 0.2% | 12,700 |
| TMOThermo Fisher Scientific Inc | $1M | 0.2% | 1,525 |
| ULUnilever PLC | $1M | 0.2% | 16,895 |
| SBUXStarbucks Corp | $1M | 0.2% | 10,900 |
| GEGeneral Electric Co | $1M | 0.2% | 3,279 |
| IVWiShares S&P 500 Growth ETF | $1M | 0.2% | 7,145 |
| CVSCVS Health Corp | $997.8K | 0.2% | 11,644 |
| APDAir Products and Chemicals Inc | $995.9K | 0.2% | 3,579 |
| EA SERIES TRUST | $990.7K | 0.2% | 35,433 |
| SCHDSchwab US Dividend Equity ETF | $986.6K | 0.2% | 30,330 |
| PMPhilip Morris International Inc | $964.3K | 0.2% | 5,053 |
| CVXChevron Corp | $963.3K | 0.2% | 4,717 |
| VTIVanguard Total Stock Market ETF | $958.6K | 0.2% | 2,561 |
| AXPAmerican Express Co | $939.1K | 0.2% | 3,088 |
| MPCMarathon Petroleum Corp | $933.2K | 0.2% | 2,360 |
| TRVTravelers Companies Inc | $931K | 0.2% | 2,611 |
| ADSKAutodesk Inc | $901.4K | 0.2% | 4,313 |
| IEFAiShares Core MSCI EAFE ETF | $888.1K | 0.2% | 9,167 |
| BDXBecton Dickinson and Co | $858.1K | 0.2% | 4,794 |
| LINDE PLC | $855.7K | 0.2% | 1,803 |
| SPDR SERIES TRUST | $849.7K | 0.2% | 13,900 |
| TMUST-Mobile US Inc | $847.7K | 0.2% | 5,198 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $840K | 0.2% | 16,730 |
| OTISOtis Worldwide Corp | $837.9K | 0.2% | 13,027 |
| HLTHilton Worldwide Holdings Inc | $837.7K | 0.2% | 2,633 |
| SPROTT ASSET MANAGEMENT LP | $837.3K | 0.2% | 43,227 |
| METMetLife Inc | $835.3K | 0.2% | 8,871 |
| VTEBVanguard Tax-Exempt Bond ETF | $822.3K | 0.2% | 17,363 |
| CSCOCisco Systems Inc | $799.8K | 0.2% | 7,431 |
| CATCaterpillar Inc | $799.4K | 0.2% | 986 |
| VMCVulcan Materials Co | $792.7K | 0.2% | 3,240 |
| EFGiShares MSCI EAFE Growth ETF | $791.6K | 0.2% | 6,606 |
| HDHome Depot Inc | $790.3K | 0.2% | 2,778 |
| PSAPublic Storage | $787K | 0.2% | 2,782 |
| WMTWalmart Inc | $786.4K | 0.2% | 7,567 |
| CWIState Street SPDR MSCI ACWI ex-US ETF | $780.2K | 0.2% | 19,306 |
| SCHBSchwab U.S. Broad Market ETF | $779.5K | 0.2% | 26,594 |
| VUGVanguard Growth ETF | $748.5K | 0.1% | 8,307 |
| WFCWells Fargo & Co | $736.1K | 0.1% | 9,196 |
| HLNHaleon PLC | $731.2K | 0.1% | 81,243 |
| EXPDExpeditors International of Washington Inc | $711.8K | 0.1% | 3,855 |
| CCitigroup Inc | $711K | 0.1% | 5,491 |
| ASTRAZENECA PLC | $709.3K | 0.1% | 4,393 |
| DEDeere & Co | $701.8K | 0.1% | 1,045 |
| CMCSAComcast Corp | $697.5K | 0.1% | 32,054 |
| FCXFreeport-McMoRan Inc | $694.3K | 0.1% | 9,918 |
| NVSNovartis AG | $689.5K | 0.1% | 4,836 |
| SDYState Street SPDR S&P Dividend ETF | $685.9K | 0.1% | 4,683 |
| DFSVDimensional ETF Trust Dimensional US Small Cap Value ETF | $678K | 0.1% | 18,095 |
| HONAHoneywell Aerospace Inc | $674.7K | 0.1% | 4,354 |
| EFViShares MSCI EAFE Value ETF | $667.1K | 0.1% | 8,429 |
| MAMastercard Inc | $654.3K | 0.1% | 1,186 |
| BXBlackstone Inc | $650.2K | 0.1% | 5,800 |
| KMIKinder Morgan Inc | $638.6K | 0.1% | 21,182 |
| MRKMerck & Co Inc | $636K | 0.1% | 4,377 |
| AMGNAmgen Inc | $625.9K | 0.1% | 1,485 |
| SEICSEI Investments Co | $619.2K | 0.1% | 6,032 |
| AMATApplied Materials Inc | $619.2K | 0.1% | 1,211 |
| SRESempra | $619.1K | 0.1% | 7,941 |
| NVONovo Nordisk A/S | $618.4K | 0.1% | 16,314 |
| ASML HLDG NV | $610.5K | 0.1% | 337 |
| AMPAmeriprise Financial Inc | $607.6K | 0.1% | 1,234 |
| EFAiShares MSCI EAFE ETF | $602.3K | 0.1% | 5,797 |
| WMWaste Management Inc | $602.1K | 0.1% | 2,952 |
| GDXVanEck Gold Miners ETF | $596.3K | 0.1% | 6,792 |
| RTXRTX Corp | $595.1K | 0.1% | 3,205 |
| AIGAmerican International Group Inc | $594.9K | 0.1% | 7,994 |
| GLWCorning Inc | $579.8K | 0.1% | 3,771 |
| IJRiShares Core S&P Small-Cap ETF | $562.1K | 0.1% | 4,132 |
| LRCXLam Research Corp | $560.1K | 0.1% | 1,705 |
| TE CONNECTIVITY PLC | $558.1K | 0.1% | 2,644 |
| VNQVanguard Real Estate ETF | $552.5K | 0.1% | 6,164 |
| VZVerizon Communications Inc | $550.6K | 0.1% | 12,004 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $548K | 0.1% | 6,998 |
| VXUSVanguard Total International Stock ETF | $538.4K | 0.1% | 6,337 |
| PNFPPinnacle Financial Partners Inc | $536.6K | 0.1% | 5,732 |
| INTCIntel Corp | $536.4K | 0.1% | 4,461 |
| ISRGIntuitive Surgical Inc | $535.5K | 0.1% | 1,317 |
| PEPPepsiCo Inc | $529K | 0.1% | 4,175 |
| CICigna Group | $525.6K | 0.1% | 1,933 |
| GEVGE Vernova Inc | $513.7K | 0.1% | 540 |
| THE ALGER ETF TRUST | $507.9K | 0.1% | 12,500 |
| GSGoldman Sachs Group Inc | $503.1K | 0.1% | 559 |
| GMGeneral Motors Co | $487.3K | 0.1% | 6,329 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $465.9K | 0.1% | 12,967 |
| IGViShares Expanded Tech-Software Sector ETF | $463.9K | 0.1% | 4,357 |
| VBVanguard Small-Cap ETF | $457.4K | 0.1% | 1,608 |
| LOWLowe's Companies Inc | $453.2K | 0.1% | 2,459 |
| YUMYum! Brands Inc | $447.3K | 0.1% | 3,281 |
| IUSViShares Core S&P U.S. Value ETF | $441.6K | 0.1% | 4,004 |
| VTVVanguard Value ETF | $438.2K | 0.1% | 2,028 |
| IBMInternational Business Machines Corp | $436.5K | 0.1% | 1,985 |
| ODFLOld Dominion Freight Line Inc | $426.4K | 0.1% | 2,453 |
| COPConocoPhillips | $424.1K | 0.1% | 3,388 |
| EPAMEpam Systems Inc | $423.8K | 0.1% | 3,911 |
| LYVLive Nation Entertainment Inc | $421.7K | 0.1% | 2,491 |
| SHYGiShares 0-5 Year High Yield Corporate Bond ETF | $419.6K | 0.1% | 10,172 |
| QUALiShares MSCI USA Quality Factor ETF | $415.7K | 0.1% | 1,871 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $415.7K | 0.1% | 7,864 |
| BLKBlackRock Inc | $415.3K | 0.1% | 392 |
| DMLPDorchester Minerals LP | $413.6K | 0.1% | 14,750 |
| HEI.AHEICO Corp | $413.2K | 0.1% | 1,810 |
| CBRECBRE Group Inc | $410.2K | 0.1% | 3,193 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $398.5K | 0.1% | 7,699 |
| PNCPNC Financial Services Group Inc | $393K | 0.1% | 1,768 |
| ESGUiShares ESG Aware MSCI USA ETF | $392.7K | 0.1% | 2,354 |
| MSMorgan Stanley | $382K | 0.1% | 2,031 |
| ADIAnalog Devices Inc | $381.6K | 0.1% | 962 |
| UNHUnitedHealth Group Inc | $378.5K | 0.1% | 1,031 |
| LUVSouthwest Airlines Co | $376.7K | 0.1% | 9,046 |
| GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $375.3K | 0.1% | 2,119 |
| IVEiShares S&P 500 Value ETF | $373.9K | 0.1% | 1,638 |
| VLOValero Energy Corp | $371.7K | 0.1% | 959 |
| PFEPfizer Inc | $369.4K | 0.1% | 12,951 |
| ACCENTURE PLC IRELAND | $361.4K | 0.1% | 1,971 |
| GOVTiShares U.S. Treasury Bond ETF | $359.2K | 0.1% | 16,424 |
| AMEAMETEK Inc | $356.5K | 0.1% | 1,439 |
| ILMNIllumina Inc | $355K | 0.1% | 1,297 |
| BBarrick Mining Corporation Common Shares | $350.8K | 0.1% | 8,626 |
| DIMENSIONAL ETF TRUST | $348.5K | 0.1% | 8,775 |
| STTState Street Corp | $343.8K | 0.1% | 1,969 |
| CNCCentene Corp | $342K | 0.1% | 5,505 |
| TRANE TECHNOLOGIES PLC | $341.4K | 0.1% | 755 |
| WDAYWorkday Inc | $341.1K | 0.1% | 1,791 |
| SCHWCharles Schwab Corp | $338K | 0.1% | 3,458 |
| CRWDCrowdStrike Holdings Inc | $336.6K | 0.1% | 1,271 |
| MCKMcKesson Corp | $336.6K | 0.1% | 394 |
| COSTCostco Wholesale Corp | $334.6K | 0.1% | 368 |
| PFSProvident Financial Services Inc | $332K | 0.1% | 14,988 |
| TDGTransDigm Group Inc | $331.5K | 0.1% | 306 |
| VEAVanguard FTSE Developed Markets ETF | $328.2K | 0.1% | 4,648 |
| BMYBristol-Myers Squibb Co | $327.9K | 0.1% | 5,255 |
| ABTAbbott Laboratories | $322.9K | 0.1% | 3,267 |
| SOFISoFi Technologies Inc | $322.9K | 0.1% | 20,540 |
| ISHARES TR | $319.5K | 0.1% | 13,248 |
| STZConstellation Brands Inc | $318.7K | 0.1% | 2,819 |
| QCOMQualcomm Inc | $318.5K | 0.1% | 1,731 |
| ORLYO'Reilly Automotive Inc | $318.3K | 0.1% | 3,726 |
| GWWWW Grainger Inc | $311.4K | 0.1% | 250 |
| DIMENSIONAL ETF TRUST | $309.3K | 0.1% | 8,538 |
| DOVDover Corp | $307.7K | 0.1% | 1,645 |
| FDSFactset Research Systems Inc | $307.4K | 0.1% | 1,139 |
| VEEVVeeva Systems Inc | $305.4K | 0.1% | 1,070 |
| KKRKKR & Co Inc | $303.9K | 0.1% | 3,329 |
| MLMMartin Marietta Materials Inc | $300.1K | 0.1% | 625 |
| BAIiShares A.I. Innovation and Tech Active ETF | $299.7K | 0.1% | 6,350 |
| GPNGlobal Payments Inc | $299.6K | 0.1% | 3,668 |
| SPMBSPDR Portfolio Mortgage Backed Bond ETF | $295.4K | 0.1% | 13,973 |
| SEAGATE TECHNOLOGY HLDNGS PL | $294.7K | 0.1% | 319 |
| MCDMcDonald's Corp | $294.5K | 0.1% | 1,275 |
| TECHNIPFMC PLC | $294.4K | 0.1% | 4,335 |
| INTUIntuit Inc | $289.3K | 0.1% | 1,049 |
| NEENextera Energy Inc | $286.6K | 0.1% | 3,783 |
| AJGArthur J. Gallagher & Co. | $286K | 0.1% | 1,254 |
| ANETArista Networks Inc | $279.7K | 0.1% | 1,374 |
| SAPSAP SE | $274.6K | 0.1% | 1,317 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $273.2K | 0.1% | 6,311 |
| CMICummins Inc | $271.2K | 0.1% | 525 |
| CSXCSX Corp | $267.8K | 0.1% | 5,758 |
| ENTGEntegris Inc | $267K | 0.1% | 1,733 |
| USMViShares MSCI USA Min Vol Factor ETF | $265.7K | 0.1% | 2,727 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $264.2K | 0.1% | 3,374 |
| AEPAmerican Electric Power Company Inc | $262.3K | 0.1% | 2,211 |
| ADMArcher-Daniels-Midland Co | $262.2K | 0.1% | 3,303 |
| PLDPrologis Inc | $260.4K | 0.1% | 2,006 |
| TJXTJX Companies Inc | $252.7K | 0.0% | 1,910 |
| SPTLState Street SPDR Portfolio Long Term Treasury ETF | $252.3K | 0.0% | 10,579 |
| SCHFSchwab International Equity ETF | $248.2K | 0.0% | 9,034 |
| MCOMoody's Corp | $247.5K | 0.0% | 545 |
| AFLAflac Inc | $246.3K | 0.0% | 2,203 |
| JOHNSON CONTROLS INTERNATION | $244.5K | 0.0% | 1,645 |
| VNQIVanguard Global ex-U.S. Real Estate ETF | $244.1K | 0.0% | 5,741 |
| TAT&T Inc | $240.1K | 0.0% | 9,842 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $240.1K | 0.0% | 2,330 |
| HDViShares Core High Dividend ETF | $239.2K | 0.0% | 8,556 |
| ISHARES TR | $236.6K | 0.0% | 9,760 |
| CHUBB LIMITED | $234.9K | 0.0% | 722 |
| PANWPalo Alto Networks Inc | $233.8K | 0.0% | 588 |
| NOWServiceNow Inc | $231.9K | 0.0% | 1,730 |
| BIVVanguard Intermediate-Term Bond ETF | $227.7K | 0.0% | 3,125 |
| MARMarriott International Inc | $226.9K | 0.0% | 638 |
| THCTenet Healthcare Corp | $223.1K | 0.0% | 873 |
| SPCXSpace Exploration Technologies Corp | $221.4K | 0.0% | 1,468 |
| DUSBDimensional ETF Trust Dimensional Ultrashort Fixed Income ETF | $214.9K | 0.0% | 4,256 |
| BNBrookfield Corporation Class A Limited Voting Shares | $212.9K | 0.0% | 5,840 |
| XYZBlock Inc | $212.8K | 0.0% | 2,894 |
| BKRBaker Hughes Co | $212K | 0.0% | 3,862 |
| DHRDanaher Corp | $211K | 0.0% | 952 |
| TPRTapestry Inc | $210.5K | 0.0% | 1,830 |
| GHGuardant Health Inc | $209.4K | 0.0% | 1,174 |
| GILDGilead Sciences, Inc | $208.9K | 0.0% | 1,402 |
| SHELShell PLC | $205.9K | 0.0% | 2,166 |
| DELLDell Technologies Inc | $205.7K | 0.0% | 382 |
| MUFGMitsubishi UFJ Financial Group Inc | $205.3K | 0.0% | 8,898 |
| LPLALPL Financial Holdings Inc | $201.8K | 0.0% | 660 |
| NLRVanEck Uranium and Nuclear ETF | $200.6K | 0.0% | 1,939 |
| MDLZMondelez International Inc | $200.5K | 0.0% | 3,467 |
| NOCNorthrop Grumman Corp | $200.2K | 0.0% | 414 |
| SANBanco Santander SA | $194K | 0.0% | 14,029 |
| ONE STOP SYS INC | $174.6K | 0.0% | 20,000 |
| NOKNokia Oyj | $112.8K | 0.0% | 11,125 |
| DEFINITIVE HEALTHCARE CORP | $54.4K | 0.0% | 60,080 |
Quarter ending 2026-09-30.
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