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Cyndeo Wealth Partners, LLC Portfolio
$2.2B across 500 positions as of 2026-09-30, with 22% of it in the ten largest. 4 quarters on file.
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 | $81.5M | 3.7% | 158,882 |
| AAPLApple Inc | $75.4M | 3.4% | 226,440 |
| NVDANVIDIA Corp | $72.6M | 3.3% | 318,100 |
| AVGOBroadcom Inc | $50.3M | 2.3% | 143,337 |
| AMZNAmazon.com Inc | $42.5M | 1.9% | 170,562 |
| ABBVAbbVie Inc | $36.9M | 1.7% | 141,048 |
| GOOGLAlphabet Inc | $35.8M | 1.6% | 104,020 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $33.4M | 1.5% | 73,273 |
| FTGCFirst Trust Global Tactical Commodity Strategy Fund | $32.9M | 1.5% | 1,076,457 |
| FBNDFidelity Total Bond ETF | $31.9M | 1.5% | 737,489 |
| VBVanguard Small-Cap ETF | $29.3M | 1.3% | 102,860 |
| FIRST TR EXCHANGE-TRADED FD | $26.7M | 1.2% | 1,352,671 |
| VEAVanguard FTSE Developed Markets ETF | $24.5M | 1.1% | 347,261 |
| METAMeta Platforms Inc | $23.9M | 1.1% | 32,964 |
| AVEMAvantis Emerging Markets Equity ETF | $22.7M | 1.0% | 241,490 |
| XOMExxonmobil Holdings Corp | $22.5M | 1.0% | 138,299 |
| FIRST TR EXCHANGE-TRADED FD | $22.3M | 1.0% | 499,972 |
| FIRST TR EXCHNG TRADED FD VI | $22.2M | 1.0% | 934,030 |
| INVESCO ACTIVELY MANAGED EXC | $22.1M | 1.0% | 442,920 |
| PRINCIPAL EXCHANGE TRADED FD | $21.8M | 1.0% | 1,183,372 |
| JPMJPMorgan Chase & Co | $21.8M | 1.0% | 65,943 |
| IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF | $21.8M | 1.0% | 432,868 |
| PHYSSprott Physical Gold Trust ETV | $20.6M | 0.9% | 659,619 |
| IVViShares Core S&P 500 ETF | $20.3M | 0.9% | 26,466 |
| ARK 21SHARES BITCOIN ETF | $19.8M | 0.9% | 713,620 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $19.4M | 0.9% | 248,291 |
| JNJJohnson & Johnson | $19.2M | 0.9% | 72,577 |
| VUGVanguard Growth ETF | $19.1M | 0.9% | 211,983 |
| LLYEli Lilly and Co | $18.1M | 0.8% | 15,601 |
| PLTRPalantir Technologies Inc | $17M | 0.8% | 90,932 |
| ORCLOracle Corp | $16.9M | 0.8% | 122,932 |
| ADIAnalog Devices Inc | $16.7M | 0.8% | 42,209 |
| PFEPfizer Inc | $15.5M | 0.7% | 544,484 |
| CSCOCisco Systems Inc | $15.2M | 0.7% | 141,566 |
| SPROTT ASSET MANAGEMENT LP | $15.2M | 0.7% | 783,096 |
| MRKMerck & Co Inc | $15M | 0.7% | 103,510 |
| URAGlobal X Uranium ETF | $15M | 0.7% | 377,078 |
| CVXChevron Corp | $14.7M | 0.7% | 72,014 |
| TXNTexas Instruments Inc | $14.5M | 0.7% | 51,931 |
| SPYState Street SPDR S&P 500 ETF Trust | $14.4M | 0.7% | 18,856 |
| PANWPalo Alto Networks Inc | $13.3M | 0.6% | 33,538 |
| PIMCO DYNAMIC INCOME FD | $13.3M | 0.6% | 949,054 |
| MOAltria Group Inc | $13.1M | 0.6% | 194,883 |
| UNPUnion Pacific Corp | $13M | 0.6% | 47,907 |
| LINDE PLC | $13M | 0.6% | 27,423 |
| RTXRTX Corp | $13M | 0.6% | 69,985 |
| VTIVanguard Total Stock Market ETF | $12.7M | 0.6% | 33,859 |
| GOOGAlphabet Inc | $12.7M | 0.6% | 37,144 |
| NUVEEN FLOATING RATE INCOME | $12.6M | 0.6% | 1,695,275 |
| HDHome Depot Inc | $12.6M | 0.6% | 44,298 |
| POWERLAW CORP | $12.4M | 0.6% | 1,130,881 |
| VZVerizon Communications Inc | $12.4M | 0.6% | 269,356 |
| BLACKROCK MULTI SECTOR INC T | $11.2M | 0.5% | 992,981 |
| EATON CORP PLC | $11M | 0.5% | 25,679 |
| VTVVanguard Value ETF | $10.9M | 0.5% | 50,531 |
| TJXTJX Companies Inc | $10.8M | 0.5% | 81,855 |
| VVisa Inc | $10.8M | 0.5% | 30,067 |
| BMYBristol-Myers Squibb Co | $10.7M | 0.5% | 170,967 |
| CHUBB LIMITED | $10.5M | 0.5% | 32,165 |
| UGIUGI Corp | $10.4M | 0.5% | 292,744 |
| SJMJ.M. Smucker Co | $10.3M | 0.5% | 86,925 |
| MSMorgan Stanley | $10.3M | 0.5% | 54,806 |
| METMetLife Inc | $10.3M | 0.5% | 109,271 |
| PAYXPaychex Inc | $10.2M | 0.5% | 103,978 |
| AEPAmerican Electric Power Company Inc | $10.2M | 0.5% | 85,813 |
| KMIKinder Morgan Inc | $10.1M | 0.5% | 333,824 |
| DUKDuke Energy Corp | $10.1M | 0.5% | 88,245 |
| KOCoca-Cola Co | $9.9M | 0.5% | 115,151 |
| PLDPrologis Inc | $9.9M | 0.5% | 76,317 |
| BLKBlackRock Inc | $9.7M | 0.4% | 9,207 |
| PIMCO ETF TR | $9.6M | 0.4% | 177,154 |
| IWFiShares Russell 1000 Growth ETF | $9.5M | 0.4% | 76,058 |
| KHCKraft Heinz Co | $9.4M | 0.4% | 412,921 |
| BAHBooz Allen Hamilton Holding Corp | $9.4M | 0.4% | 134,956 |
| NEENextera Energy Inc | $9.3M | 0.4% | 122,864 |
| ABTAbbott Laboratories | $9.3M | 0.4% | 94,043 |
| KMBKimberly-Clark Corp | $9.2M | 0.4% | 94,534 |
| TRANE TECHNOLOGIES PLC | $9.2M | 0.4% | 20,366 |
| TSLATesla Inc | $9.2M | 0.4% | 25,789 |
| DTEDTE Energy Co | $9M | 0.4% | 73,841 |
| ORealty Income Corp | $8.9M | 0.4% | 164,507 |
| SPCXSpace Exploration Technologies Corp | $8.7M | 0.4% | 57,759 |
| MCDMcDonald's Corp | $8.7M | 0.4% | 37,480 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $8.5M | 0.4% | 122,054 |
| MDYSPDR MidCap Trust Series I | $8.4M | 0.4% | 12,829 |
| JAVAJPMorgan Active Value ETF | $8.1M | 0.4% | 101,301 |
| AXPAmerican Express Co | $7.8M | 0.4% | 25,536 |
| PNCPNC Financial Services Group Inc | $7.7M | 0.3% | 34,557 |
| CLXClorox Co | $7.6M | 0.3% | 94,096 |
| CATCaterpillar Inc | $7.3M | 0.3% | 8,997 |
| FBCGFidelity Blue Chip Growth ETF | $7.2M | 0.3% | 114,591 |
| ADPAutomatic Data Processing Inc | $7.2M | 0.3% | 27,871 |
| VANECK ETF TRUST | $7.2M | 0.3% | 439,630 |
| GOVTiShares U.S. Treasury Bond ETF | $6.9M | 0.3% | 313,982 |
| MAMastercard Inc | $6.6M | 0.3% | 11,946 |
| BINCiShares Flexible Income Active ETF | $6.4M | 0.3% | 126,880 |
| ANETArista Networks Inc | $6.3M | 0.3% | 30,789 |
| QQQInvesco QQQ Trust, Series 1 | $6M | 0.3% | 8,046 |
| AMLPAlerian MLP ETF | $5.7M | 0.3% | 109,456 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $5.3M | 0.2% | 58,329 |
| HYDVanEck ETF Trust VanEck High Yield Muni ETF | $5.3M | 0.2% | 110,672 |
| ISHARES TR | $5.3M | 0.2% | 210,042 |
| IBMOiShares iBonds Dec 2026 Term Muni Bond ETF | $5.3M | 0.2% | 205,762 |
| SPGIS&P Global Inc | $5.1M | 0.2% | 13,041 |
| APHAmphenol Corp | $5.1M | 0.2% | 60,717 |
| IWYiShares Russell Top 200 Growth ETF | $5M | 0.2% | 16,869 |
| BLACKROCK ETF TRUST II | $4.9M | 0.2% | 102,350 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $4.9M | 0.2% | 131,328 |
| COWZPacer US Cash Cows 100 ETF | $4.8M | 0.2% | 72,508 |
| AB ACTIVE ETFS INC | $4.8M | 0.2% | 94,808 |
| ABACUS FCF ETF TR | $4.8M | 0.2% | 59,724 |
| ISHARES TR | $4.8M | 0.2% | 193,513 |
| ISHARES TR | $4.7M | 0.2% | 188,114 |
| GLDSPDR Gold Shares | $4.7M | 0.2% | 12,312 |
| IWBiShares Russell 1000 ETF | $4.7M | 0.2% | 11,207 |
| BAIiShares A.I. Innovation and Tech Active ETF | $4.5M | 0.2% | 96,172 |
| AMATApplied Materials Inc | $4.5M | 0.2% | 8,844 |
| WMBWilliams Companies Inc | $4.3M | 0.2% | 63,828 |
| EFViShares MSCI EAFE Value ETF | $4.3M | 0.2% | 54,402 |
| FMHIFirst Trust Municipal High Income ETF | $4.2M | 0.2% | 94,056 |
| TCW ETF TRUST | $4.2M | 0.2% | 40,067 |
| ITWIllinois Tool Works Inc | $4.1M | 0.2% | 15,969 |
| NFLXNetflix Inc | $4.1M | 0.2% | 58,958 |
| CGXUCapital Group International Focus Equity ETF | $4M | 0.2% | 116,779 |
| DFLVDimensional ETF Trust Dimensional US Large Cap Value ETF | $4M | 0.2% | 99,456 |
| CMICummins Inc | $3.9M | 0.2% | 7,468 |
| PHParker-Hannifin Corp | $3.7M | 0.2% | 3,903 |
| ICEIntercontinental Exchange Inc | $3.7M | 0.2% | 24,335 |
| IXUSiShares Core MSCI Total International Stock ETF | $3.7M | 0.2% | 38,920 |
| ORLYO'Reilly Automotive Inc | $3.6M | 0.2% | 42,678 |
| BXBlackstone Inc | $3.6M | 0.2% | 32,514 |
| TRVTravelers Companies Inc | $3.6M | 0.2% | 10,196 |
| GDXVanEck Gold Miners ETF | $3.6M | 0.2% | 41,360 |
| LMTLockheed Martin Corp | $3.5M | 0.2% | 6,827 |
| EATON VANCE LIMITED DURATION | $3.5M | 0.2% | 410,237 |
| VOOVanguard S&P 500 ETF | $3.5M | 0.2% | 4,943 |
| HIGHartford Insurance Group Inc | $3.4M | 0.2% | 27,787 |
| SEAGATE TECHNOLOGY HLDNGS PL | $3.4M | 0.2% | 3,668 |
| IEFAiShares Core MSCI EAFE ETF | $3.3M | 0.2% | 34,446 |
| PGProcter & Gamble Co | $3.3M | 0.2% | 22,739 |
| MRSHMarsh & McLennan Companies Inc | $3.3M | 0.1% | 19,043 |
| IBMInternational Business Machines Corp | $3.2M | 0.1% | 14,731 |
| MUMicron Technology Inc | $3.2M | 0.1% | 3,015 |
| COSTCostco Wholesale Corp | $3.2M | 0.1% | 3,499 |
| ETF SER SOLUTIONS | $3.2M | 0.1% | 67,613 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $3.2M | 0.1% | 59,648 |
| ISRGIntuitive Surgical Inc | $3.1M | 0.1% | 7,725 |
| ETF SER SOLUTIONS | $3.1M | 0.1% | 114,903 |
| IRMIron Mountain Inc | $3.1M | 0.1% | 27,973 |
| IEIiShares 3-7 Year Treasury Bond ETF | $3.1M | 0.1% | 26,932 |
| FIDELITY COVINGTON TRUST | $3M | 0.1% | 75,469 |
| GDGeneral Dynamics Corp | $3M | 0.1% | 9,137 |
| IWDiShares Russell 1000 Value ETF | $3M | 0.1% | 12,196 |
| TOTALENERGIES SE | $3M | 0.1% | 35,116 |
| BRK.ABerkshire Hathaway Inc | $3M | 0.1% | 4 |
| RSGRepublic Services Inc | $3M | 0.1% | 14,122 |
| WMTWalmart Inc | $2.9M | 0.1% | 27,808 |
| GSGoldman Sachs Group Inc | $2.8M | 0.1% | 3,140 |
| USMViShares MSCI USA Min Vol Factor ETF | $2.8M | 0.1% | 28,293 |
| MSTRStrategy Inc | $2.7M | 0.1% | 17,887 |
| BSXBoston Scientific Corp | $2.7M | 0.1% | 62,339 |
| TLHiShares 10-20 Year Treasury Bond ETF | $2.7M | 0.1% | 29,162 |
| AMERICAN CENTY ETF TR | $2.7M | 0.1% | 22,805 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $2.7M | 0.1% | 16,044 |
| VWOVanguard FTSE Emerging Markets ETF | $2.6M | 0.1% | 44,357 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $2.6M | 0.1% | 41,723 |
| RQICohen & Steers Quality Income Realty Fund Inc | $2.6M | 0.1% | 241,179 |
| AVUVAvantis U.S. Small Cap Value ETF | $2.6M | 0.1% | 22,191 |
| SYKStryker Corp | $2.6M | 0.1% | 9,345 |
| FIDELITY COVINGTON TRUST | $2.5M | 0.1% | 41,974 |
| TDGTransDigm Group Inc | $2.5M | 0.1% | 2,349 |
| FTNTFortinet Inc | $2.5M | 0.1% | 14,111 |
| JOHNSON CONTROLS INTERNATION | $2.5M | 0.1% | 16,859 |
| CAPITAL GRP FIXED INCM ETF T | $2.5M | 0.1% | 116,431 |
| CGGRCapital Group Growth ETF | $2.5M | 0.1% | 51,766 |
| NEBIUS GROUP N.V. | $2.4M | 0.1% | 10,371 |
| IUSBiShares Core Total USD Bond Market ETF | $2.4M | 0.1% | 55,163 |
| VXUSVanguard Total International Stock ETF | $2.4M | 0.1% | 28,323 |
| CAPITAL GROUP INTERNATIONAL | $2.4M | 0.1% | 66,386 |
| ASML HLDG NV | $2.4M | 0.1% | 1,316 |
| GLWCorning Inc | $2.4M | 0.1% | 15,474 |
| ISHARES TR | $2.2M | 0.1% | 26,421 |
| SSBSouthState Bank Corp | $2.2M | 0.1% | 22,099 |
| PGRProgressive Corp | $2.2M | 0.1% | 10,612 |
| JIREJ.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF | $2.2M | 0.1% | 26,758 |
| MUBiShares National Muni Bond ETF | $2.2M | 0.1% | 21,642 |
| IEMGiShares Core MSCI Emerging Markets ETF | $2.2M | 0.1% | 26,775 |
| BPBP PLC | $2.2M | 0.1% | 49,170 |
| GBTCGrayscale Bitcoin Trust (Btc) | $2.1M | 0.1% | 32,621 |
| XLKState Street Technology Select Sector SPDR ETF | $2.1M | 0.1% | 10,736 |
| BACBank of America Corp | $2.1M | 0.1% | 38,348 |
| VOVanguard Mid-Cap ETF | $2.1M | 0.1% | 26,469 |
| FIRST TR EXCHANGE-TRADED FD | $2M | 0.1% | 9,250 |
| UPSUnited Parcel Service Inc | $2M | 0.1% | 21,597 |
| QTECFIRST TR EXCHANGE-TRADED FD | $2M | 0.1% | 6,077 |
| SOXXiShares Semiconductor ETF | $2M | 0.1% | 3,502 |
| AMDAdvanced Micro Devices Inc | $2M | 0.1% | 3,189 |
| DELLDell Technologies Inc | $1.9M | 0.1% | 3,597 |
| SHWSherwin-Williams Co | $1.9M | 0.1% | 5,981 |
| WDAYWorkday Inc | $1.9M | 0.1% | 10,020 |
| MNSTMonster Beverage Corp | $1.9M | 0.1% | 45,826 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $1.8M | 0.1% | 23,929 |
| PEPPepsiCo Inc | $1.8M | 0.1% | 13,879 |
| IYWiShares U.S. Technology ETF | $1.8M | 0.1% | 6,628 |
| ADVENT CONV & INCOME FD | $1.8M | 0.1% | 153,126 |
| DFGRDimensional ETF Trust Dimensional Global Real Estate ETF | $1.7M | 0.1% | 64,614 |
| EEMiShares MSCI Emerging Index Fund | $1.7M | 0.1% | 25,921 |
| INTCIntel Corp | $1.7M | 0.1% | 14,389 |
| HELOJPMorgan Hedged Equity Laddered Overlay ETF | $1.7M | 0.1% | 25,005 |
| PFFDGlobal X U.S. Preferred ETF | $1.7M | 0.1% | 98,178 |
| MRVLMarvell Technology Inc | $1.7M | 0.1% | 6,424 |
| BRK.BBerkshire Hathaway Inc | $1.7M | 0.1% | 3,382 |
| FBTFirst Trust Amex Biotech Index Fund | $1.7M | 0.1% | 6,180 |
| TDToronto-Dominion Bank | $1.7M | 0.1% | 14,303 |
| PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF | $1.6M | 0.1% | 30,821 |
| ABACUS FCF ETF TR | $1.6M | 0.1% | 52,907 |
| AXONAxon Enterprise Inc | $1.6M | 0.1% | 3,802 |
| FYXFirst Trust Small Cap Core AlphaDEX Fund | $1.6M | 0.1% | 11,767 |
| BNDVanguard Total Bond Market ETF | $1.6M | 0.1% | 22,182 |
| JEPIJPMorgan Equity Premium Income ETF | $1.6M | 0.1% | 27,668 |
| JMUBJPMorgan Municipal ETF | $1.5M | 0.1% | 32,504 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $1.5M | 0.1% | 17,003 |
| FIRST TR EXCHANGE TRADED FD | $1.5M | 0.1% | 36,743 |
| AGGiShares Core U.S. Aggregate Bond ETF | $1.5M | 0.1% | 16,081 |
| SMHVanEck Semiconductor ETF | $1.5M | 0.1% | 2,482 |
| WTVWisdomTree U.S. Value Fund | $1.5M | 0.1% | 14,612 |
| BLACKROCK ETF TRUST II | $1.5M | 0.1% | 65,184 |
| CASYCaseys General Stores Inc | $1.5M | 0.1% | 2,442 |
| GEGeneral Electric Co | $1.5M | 0.1% | 4,707 |
| ISHARES TR | $1.5M | 0.1% | 58,617 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $1.5M | 0.1% | 14,101 |
| CRWDCrowdStrike Holdings Inc | $1.4M | 0.1% | 5,304 |
| VBKVanguard Small-Cap Growth ETF | $1.4M | 0.1% | 4,068 |
| ITAiShares U.S. Aerospace & Defense ETF | $1.4M | 0.1% | 6,630 |
| VTEBVanguard Tax-Exempt Bond ETF | $1.4M | 0.1% | 28,791 |
| EFAiShares MSCI EAFE ETF | $1.4M | 0.1% | 13,092 |
| OEFiShares S&P 100 Fund | $1.3M | 0.1% | 3,530 |
| SHELShell PLC | $1.3M | 0.1% | 14,113 |
| 2023 ETF SERIES TRUST | $1.3M | 0.1% | 56,276 |
| RJFRaymond James Financial Inc | $1.3M | 0.1% | 8,429 |
| MGKVanguard Mega Cap Growth ETF | $1.3M | 0.1% | 14,337 |
| BLACKSTONE SECD LENDING FD | $1.3M | 0.1% | 54,495 |
| FXOFirst Trust Financials AlphaDEX | $1.3M | 0.1% | 21,503 |
| HARBOR ETF TRUST | $1.3M | 0.1% | 36,852 |
| CITIZENS FINL SVCS INC | $1.3M | 0.1% | 16,273 |
| FIRST TR EXCH TRADED FD III | $1.3M | 0.1% | 16,471 |
| ROKRockwell Automation Inc | $1.2M | 0.1% | 2,828 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $1.2M | 0.1% | 48,453 |
| DGROiShares Core Dividend Growth ETF | $1.2M | 0.1% | 16,248 |
| UNHUnitedHealth Group Inc | $1.2M | 0.1% | 3,331 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $1.2M | 0.1% | 15,195 |
| AMPAmeriprise Financial Inc | $1.2M | 0.1% | 2,369 |
| QUALiShares MSCI USA Quality Factor ETF | $1.2M | 0.1% | 5,217 |
| TAT&T Inc | $1.1M | 0.1% | 47,094 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $1.1M | 0.1% | 18,696 |
| PMPhilip Morris International Inc | $1.1M | 0.1% | 6,000 |
| NSCNorfolk Southern Corp | $1.1M | 0.1% | 3,702 |
| LRCXLam Research Corp | $1.1M | 0.1% | 3,478 |
| ASTRAZENECA PLC | $1.1M | 0.1% | 6,945 |
| MBBiShares MBS ETF | $1.1M | 0.1% | 12,408 |
| FIDELITY COVINGTON TRUST | $1.1M | 0.1% | 26,300 |
| BROBrown & Brown Inc | $1.1M | 0.1% | 18,157 |
| IJRiShares Core S&P Small-Cap ETF | $1.1M | 0.0% | 7,872 |
| WFCWells Fargo & Co | $1.1M | 0.0% | 13,335 |
| ISHARES TR | $1.1M | 0.0% | 43,207 |
| CLColgate-Palmolive Co | $1.1M | 0.0% | 12,485 |
| EPDEnterprise Products Partners L.P | $1M | 0.0% | 29,132 |
| COHEN & STEERS INFRASTRUCTUR | $1M | 0.0% | 41,854 |
| ISHARES TR | $1M | 0.0% | 11,282 |
| ISHARES TR | $1M | 0.0% | 14,341 |
| FDTFirst Trust Developed Markets Ex-US AlphaDEX Fund | $1M | 0.0% | 10,789 |
| INVESCO EXCH TRADED FD TR II | $1M | 0.0% | 19,057 |
| FIRST TR EXCHANGE-TRADED FD | $1M | 0.0% | 48,141 |
| MPCMarathon Petroleum Corp | $976.6K | 0.0% | 2,470 |
| 21SHARES ETHEREUM STAKING ET | $966.5K | 0.0% | 72,668 |
| MGVVanguard Mega Cap Value ETF | $964.1K | 0.0% | 5,985 |
| GEVGE Vernova Inc | $950.6K | 0.0% | 1,000 |
| PSXPhillips 66 | $930.4K | 0.0% | 3,644 |
| DLRDigital Realty Trust Inc | $919.1K | 0.0% | 5,236 |
| VGTVanguard Information Tech ETF | $918.4K | 0.0% | 7,308 |
| LOWLowe's Companies Inc | $911.5K | 0.0% | 4,946 |
| XLEState Street Energy Select Sector SPDR ETF | $911.4K | 0.0% | 14,820 |
| OKEONEOK Inc | $902.7K | 0.0% | 10,586 |
| AIQGlobal X Artificial Intelligence & Technology ETF | $892K | 0.0% | 13,690 |
| JAAAJanus Henderson AAA CLO ETF | $885.2K | 0.0% | 17,538 |
| XLGInvesco S&P 500 Top 50 ETF | $875.2K | 0.0% | 13,759 |
| PPAInvesco Aerospace & Defense ETF | $870.4K | 0.0% | 5,629 |
| DISWalt Disney Co | $843.6K | 0.0% | 8,042 |
| MTUMiShares MSCI USA Momentum Factor ETF | $841.3K | 0.0% | 2,651 |
| FLEXSHARES TR | $840K | 0.0% | 8,314 |
| AMGNAmgen Inc | $833.6K | 0.0% | 1,978 |
| JANUS DETROIT STR TR | $821.4K | 0.0% | 9,198 |
| JBLJabil Inc | $819K | 0.0% | 2,855 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $809.1K | 0.0% | 16,002 |
| VLUEiShares MSCI USA Value Factor ETF | $808.1K | 0.0% | 4,081 |
| HQHabrdn Healthcare Investors Shares of Beneficial Interest | $800.3K | 0.0% | 38,308 |
| IJSiShares S&P SmallCap 600 Value ETF | $800.1K | 0.0% | 6,246 |
| BTCGRAYSCALE BITCOIN MINI TR ET | $795.7K | 0.0% | 21,535 |
| CCitigroup Inc | $794.7K | 0.0% | 6,138 |
| HOODRobinhood Markets Inc | $783.8K | 0.0% | 6,967 |
| SPDR SERIES TRUST | $782.6K | 0.0% | 7,487 |
| PVALPutnam Focused Large Cap Value ETF | $779.9K | 0.0% | 14,821 |
| MCKMcKesson Corp | $778.7K | 0.0% | 912 |
| SLIDE INS HLDGS INC | $776.5K | 0.0% | 34,804 |
| BANK OF NY MELLON CORP | $772.7K | 0.0% | 5,343 |
| IWMiShares Russell 2000 Index Fund | $772K | 0.0% | 2,778 |
| MMM3M Co | $747.6K | 0.0% | 4,554 |
| PIMCO CORPORATE & INCM STRG | $746.9K | 0.0% | 70,000 |
| EMREmerson Electric Co | $744.9K | 0.0% | 4,803 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $740.4K | 0.0% | 8,511 |
| SCHVSchwab U.S. Large-Cap Value ETF | $733.9K | 0.0% | 22,031 |
| TFCTruist Financial Corp | $730.2K | 0.0% | 15,772 |
| INNOVATOR ETFS TRUST | $730.2K | 0.0% | 14,397 |
| INNOVATOR ETFS TRUST | $728.2K | 0.0% | 14,873 |
| VONVVanguard Russell 1000 Value ETF | $725.4K | 0.0% | 6,674 |
| CMECME Group Inc | $714.2K | 0.0% | 2,726 |
| FIRST TR EXCHANGE-TRADED FD | $713.9K | 0.0% | 21,522 |
| TLTiShares 20+ Year Treasury Bond ETF | $713.8K | 0.0% | 9,178 |
| ARKKARK Innovation ETF | $712.1K | 0.0% | 7,992 |
| INNOVATOR ETFS TRUST | $703.3K | 0.0% | 21,212 |
| WMWaste Management Inc | $689.5K | 0.0% | 3,381 |
| INNOVATOR ETFS TRUST | $684.2K | 0.0% | 15,532 |
| SOSouthern Co | $681.4K | 0.0% | 8,221 |
| VLOValero Energy Corp | $678.3K | 0.0% | 1,750 |
| FIXComfort Systems USA Inc | $675.5K | 0.0% | 408 |
| SCCOSouthern Copper Corp | $670.6K | 0.0% | 3,309 |
| FITBFifth Third Bancorp | $663.9K | 0.0% | 13,126 |
| MEDTRONIC PLC | $662.7K | 0.0% | 7,680 |
| NVSNovartis AG | $653.4K | 0.0% | 4,583 |
| CRMSalesforce Inc | $646.1K | 0.0% | 2,814 |
| IBDInspire Corporate Bond Impact ETF | $645K | 0.0% | 28,043 |
| ETHEGrayscale Ethereum Trust ETF | $644.4K | 0.0% | 30,072 |
| IWRiShares Russell Mid-Cap ETF | $641.5K | 0.0% | 6,012 |
| COPConocoPhillips | $639.7K | 0.0% | 5,111 |
| NOCNorthrop Grumman Corp | $632K | 0.0% | 1,307 |
| J P MORGAN EXCHANGE TRADED F | $631.3K | 0.0% | 12,279 |
| TMOThermo Fisher Scientific Inc | $625.4K | 0.0% | 926 |
| DHRDanaher Corp | $624.8K | 0.0% | 2,820 |
| FIXDFIRST TR EXCHNG TRADED FD VI | $618.5K | 0.0% | 14,988 |
| ACCENTURE PLC IRELAND | $617.3K | 0.0% | 3,367 |
| QCOMQualcomm Inc | $615.1K | 0.0% | 3,342 |
| SBUXStarbucks Corp | $614.7K | 0.0% | 6,542 |
| CSXCSX Corp | $613.7K | 0.0% | 13,194 |
| HONHoneywell International Inc | $609.5K | 0.0% | 2,889 |
| PDPInvesco Dorsey Wright Momentum ETF | $592.9K | 0.0% | 4,302 |
| MARMarriott International Inc | $586.5K | 0.0% | 1,649 |
| FVFirst Trust Dorsey Wright Focus 5 ETF | $578K | 0.0% | 7,875 |
| IUSViShares Core S&P U.S. Value ETF | $577.8K | 0.0% | 5,240 |
| MCOMoody's Corp | $574.6K | 0.0% | 1,265 |
| BIBLInspire 100 ETF | $564.7K | 0.0% | 10,446 |
| VIGVanguard Div Appreciation ETF | $560.7K | 0.0% | 2,403 |
| CVSCVS Health Corp | $558.1K | 0.0% | 6,513 |
| VYMVanguard High Dividend Yield ETF | $556.5K | 0.0% | 3,585 |
| AFLAflac Inc | $534.8K | 0.0% | 4,784 |
| TEMTempus AI Inc | $525.1K | 0.0% | 6,412 |
| FIRST TR EXCHANGE-TRADED FD | $524.8K | 0.0% | 18,824 |
| SHOPShopify Inc | $524.4K | 0.0% | 3,536 |
| FRANKLIN TEMPLETON ETF TR | $523.4K | 0.0% | 12,642 |
| FIRST TR EXCHANGE-TRADED FD | $508.5K | 0.0% | 5,419 |
| NOWServiceNow Inc | $503.6K | 0.0% | 3,758 |
| CAPITAL GROUP CONSERVATIVE E | $502.2K | 0.0% | 15,656 |
| ISHARES TR | $501.7K | 0.0% | 5,953 |
| REETiShares Trust iShares Global REIT ETF | $495.7K | 0.0% | 19,228 |
| ABRDN SILVER ETF TRUST | $494.8K | 0.0% | 8,634 |
| ALPHATEC HLDGS INC | $483.4K | 0.0% | 46,841 |
| IGSBISHARES TR | $477.7K | 0.0% | 9,324 |
| ETEnergy Transfer LP | $477.3K | 0.0% | 24,144 |
| CDNSCadence Design Systems Inc | $475.1K | 0.0% | 1,439 |
| NTRSNorthern Trust Corp | $468.6K | 0.0% | 2,767 |
| VONGVanguard Russell 1000 Growth ETF | $468.4K | 0.0% | 3,633 |
| IVWiShares S&P 500 Growth ETF | $466.5K | 0.0% | 3,279 |
| VRTVertiv Holdings Co | $464.9K | 0.0% | 1,927 |
| EGPEastgroup Properties Inc | $464.4K | 0.0% | 2,352 |
| REGNRegeneron Pharmaceuticals Inc | $455.4K | 0.0% | 601 |
| RSPInvesco S&P 500 Equal Weight ETF | $455.1K | 0.0% | 2,188 |
| FIRST TR EXCHANGE TRADED FD | $450.6K | 0.0% | 19,102 |
| ALLAllstate Corp | $449.2K | 0.0% | 2,025 |
| HONAHoneywell Aerospace Inc | $447.3K | 0.0% | 2,886 |
| IEFiShares 7-10 Year Treasury Bond ETF | $446.9K | 0.0% | 5,004 |
| DIMENSIONAL ETF TRUST | $438.2K | 0.0% | 5,660 |
| PFFiShares Preferred and Income Securities ETF | $431.9K | 0.0% | 14,640 |
| FDLFirst Trust Morningstar ETF | $429.7K | 0.0% | 8,749 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $424.2K | 0.0% | 8,195 |
| XARSPDR S&P Aerospace & Defense ETF | $418.5K | 0.0% | 1,810 |
| VFHVanguard Financials ETF | $413.7K | 0.0% | 3,180 |
| VALMONT INDS INC | $411.1K | 0.0% | 888 |
| CRISPR THERAPEUTICS AG | $409.7K | 0.0% | 7,406 |
| IVLUiShares MSCI Intl Value Factor ETF | $405.6K | 0.0% | 9,456 |
| QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund - Closed End Fund | $404.7K | 0.0% | 13,300 |
| KKRKKR & Co Inc | $403.6K | 0.0% | 4,421 |
| XLVState Street Health Care Select Sector SPDR ETF | $401.2K | 0.0% | 2,382 |
| CFCF Industries Holdings Inc | $400.2K | 0.0% | 3,474 |
| FIDELITY COVINGTON TRUST | $397.2K | 0.0% | 11,175 |
| FIDELITY COVINGTON TRUST | $396.7K | 0.0% | 4,912 |
| SWKStanley Black & Decker Inc | $388.7K | 0.0% | 4,388 |
| CEGConstellation Energy Corp | $385.2K | 0.0% | 1,517 |
| ISHARES INC | $383.2K | 0.0% | 3,158 |
| CRWVCoreWeave Inc | $379.8K | 0.0% | 4,360 |
| EFGiShares MSCI EAFE Growth ETF | $377.7K | 0.0% | 3,152 |
| HUMHumana Inc | $375.6K | 0.0% | 984 |
| ADBEAdobe Inc | $374.1K | 0.0% | 1,559 |
| VONEVANGUARD SCOTTSDALE FDS | $373.8K | 0.0% | 1,087 |
| REGLProShares S&P MidCap 400 Dividend Aristocrats ETF | $373.7K | 0.0% | 4,321 |
| IWXiShares Russell Top 200 Value ETF | $373.6K | 0.0% | 3,411 |
| PLEXUS CORP | $366.6K | 0.0% | 1,405 |
| TGTTarget Corp | $366.6K | 0.0% | 2,340 |
| ELEstee Lauder Companies Inc | $366.4K | 0.0% | 3,949 |
| OMCOmnicom Group Inc | $364.5K | 0.0% | 4,950 |
| APDAir Products and Chemicals Inc | $364.2K | 0.0% | 1,309 |
| FPEFirst Trust Preferred Securities and Income ETF ETF | $360.6K | 0.0% | 21,149 |
| CARRCarrier Global Corp | $355.7K | 0.0% | 6,484 |
| WELLWelltower Inc | $355.3K | 0.0% | 1,543 |
| WORTHINGTON ENTERPRISES INC | $355K | 0.0% | 5,962 |
| INDAIshares MSCI India ETF | $354.2K | 0.0% | 7,588 |
| BLOKAmplify Transformational Data Sharing ETF | $348.9K | 0.0% | 5,698 |
| SPYISHP ETF Trust NEOS S&P 500 High Income ETF | $347K | 0.0% | 6,527 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $346.6K | 0.0% | 3,564 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $346.4K | 0.0% | 3,496 |
| JKHYJack Henry & Associates Inc | $344.1K | 0.0% | 2,402 |
| HSICHenry Schein Inc | $342.8K | 0.0% | 4,082 |
| GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $342.6K | 0.0% | 2,362 |
| DEDeere & Co | $339.8K | 0.0% | 506 |
| INNOVATOR ETFS TRUST | $339.3K | 0.0% | 10,750 |
| NWSANews Corp | $339.1K | 0.0% | 11,837 |
| DIMENSIONAL ETF TRUST | $335.5K | 0.0% | 6,100 |
| EFXEquifax Inc | $335.4K | 0.0% | 2,444 |
| ETHGrayscale Ethereum Staking Mini ETF Shares | $335.1K | 0.0% | 13,148 |
| FQALFidelity Quality Factor ETF | $332.6K | 0.0% | 3,996 |
| CPAYCorpay Inc | $329.9K | 0.0% | 849 |
| VEUVanguard FTSE All World Ex US ETF | $327.2K | 0.0% | 3,944 |
| NTLAIntellia Therapeutics Inc | $325.5K | 0.0% | 26,986 |
| LHXL3Harris Technologies Inc | $324.6K | 0.0% | 1,371 |
| H2O AMERICA | $320.8K | 0.0% | 5,206 |
| FANGDiamondback Energy Inc | $320.3K | 0.0% | 1,742 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $320.1K | 0.0% | 5,917 |
| UBERUber Technologies Inc | $319.6K | 0.0% | 4,665 |
| BBHVanEck Biotech ETF | $317.9K | 0.0% | 1,300 |
| IQVIQVIA Holdings Inc | $315.1K | 0.0% | 1,172 |
| IDEViShares Core MSCI International Developed Markets ETF | $314.5K | 0.0% | 3,515 |
| NORTHERN LTS FD TR IV | $313.5K | 0.0% | 8,270 |
| SYYSysco Corp | $311.7K | 0.0% | 3,998 |
| CAPITAL GRP FIXED INCM ETF T | $310.8K | 0.0% | 12,309 |
| SRESempra | $307.7K | 0.0% | 3,947 |
| IJHiShares Core S&P Mid-Cap ETF | $307.5K | 0.0% | 4,274 |
| SILGLOBAL X FDS | $306.7K | 0.0% | 3,565 |
| VPUVanguard Utilities ETF | $305.8K | 0.0% | 1,788 |
| DALDelta Air Lines Inc | $305.6K | 0.0% | 3,662 |
| CINFCincinnati Financial Corp | $303.6K | 0.0% | 1,905 |
| WRBW. R. Berkley Corp | $302.4K | 0.0% | 4,478 |
| XLFState Street Financial Select Sector SPDR ETF | $302K | 0.0% | 5,655 |
| ISHARES INC | $301.1K | 0.0% | 7,074 |
| EWCiShares MSCI Canada Index Fund | $301K | 0.0% | 5,156 |
| IDXXIDEXX Laboratories Inc | $300.3K | 0.0% | 575 |
| ISHARES INC | $297.3K | 0.0% | 5,022 |
| INTUIntuit Inc | $292.5K | 0.0% | 1,061 |
| ISHARES INC | $292.1K | 0.0% | 4,974 |
| ROSTRoss Stores Inc | $291.9K | 0.0% | 1,251 |
| WDCWestern Digital Corp | $291.9K | 0.0% | 642 |
| RUSHBRush Enterprises Inc | $286.7K | 0.0% | 5,319 |
| FVDFirst Trust VL Dividend | $286.1K | 0.0% | 6,100 |
| ETF SER SOLUTIONS | $282K | 0.0% | 10,000 |
| ETF SER SOLUTIONS | $281.5K | 0.0% | 10,000 |
| IWSiShares Russell Mid-cap Value ETF | $280.5K | 0.0% | 1,745 |
| ETF SER SOLUTIONS | $278.3K | 0.0% | 10,000 |
| OWLBlue Owl Capital Inc | $277.8K | 0.0% | 30,564 |
| WPMWheaton Precious Metals Corp | $275.7K | 0.0% | 2,061 |
| HNIHNI Corp | $274.8K | 0.0% | 6,064 |
| TCW ETF TRUST | $273.3K | 0.0% | 5,046 |
| NXP SEMICONDUCTORS N V | $271.7K | 0.0% | 1,144 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $271.3K | 0.0% | 3,465 |
| CWCurtiss-Wright Corp | $271K | 0.0% | 498 |
| HPEHewlett Packard Enterprise Co | $268.8K | 0.0% | 4,207 |
| AFRMAffirm Holdings Inc | $268.5K | 0.0% | 3,879 |
| TMUST-Mobile US Inc | $268.5K | 0.0% | 1,646 |
| FICOFair Isaac Corp | $266.6K | 0.0% | 450 |
| HCAHCA Healthcare Inc | $266.5K | 0.0% | 624 |
| MDLZMondelez International Inc | $266.2K | 0.0% | 4,604 |
| XLUState Street Utilities Select Sector SPDR ETF | $265K | 0.0% | 6,719 |
| PC CONNECTION INC | $264.7K | 0.0% | 2,934 |
| CTASCintas Corp | $263.6K | 0.0% | 1,352 |
| RSPTInvesco S&P 500 Equal Weight Technology ETF | $263.4K | 0.0% | 4,000 |
| NDAQNasdaq Inc | $263.4K | 0.0% | 2,863 |
| FIRST TR EXCHANGE TRADED FD | $263.4K | 0.0% | 4,788 |
| NYTNew York Times Co | $262.7K | 0.0% | 4,124 |
| RFRegions Financial Corp | $262.6K | 0.0% | 9,770 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $261.1K | 0.0% | 7,266 |
| FIRST TR EXCHANGE-TRADED FD | $258.1K | 0.0% | 1,586 |
| LOAR HOLDINGS INC | $256.9K | 0.0% | 4,176 |
| AVNET INC | $256.4K | 0.0% | 2,565 |
| CALFPacer US Small Cap Cash Cows 100 ETF | $254.2K | 0.0% | 4,772 |
| REZIResideo Technologies Inc | $253.6K | 0.0% | 13,974 |
| AVYAvery Dennison Corp | $252.8K | 0.0% | 1,481 |
| ISHARES TR | $252.7K | 0.0% | 10,697 |
| ISHARES TR | $252.1K | 0.0% | 10,544 |
| GISGeneral Mills Inc | $252K | 0.0% | 7,835 |
| ISHARES TR | $251.9K | 0.0% | 10,456 |
| VOYA INFRASTRUCTURE INDLS & | $247.7K | 0.0% | 20,323 |
| IBITiShares Bitcoin Trust ETF | $247.2K | 0.0% | 5,222 |
| IGPTInvesco AI and Next Gen Software ETF | $245.3K | 0.0% | 2,413 |
| VDEVanguard Energy ETF | $244K | 0.0% | 1,417 |
Quarter ending 2026-09-30.
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