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DecisionPoint Financial, LLC Portfolio
$573.5M across 500 positions as of 2026-09-30, with 84% 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
+7.1%
-7.3% a year vs the S&P 500
3 years
+12.0%
-9.3% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
3 of 15
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +8.7% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.3% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.2% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +4.7% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +5.4% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.1% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.8% | +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 |
|---|---|---|---|
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $191.8M | 33.4% | 4,293,579 |
| DIMENSIONAL ETF TRUST | $64.5M | 11.3% | 1,731,401 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $51.3M | 8.9% | 656,277 |
| DIMENSIONAL ETF TRUST | $37.3M | 6.5% | 478,766 |
| DFCFDimensional Core Fixed Income ETF | $30.3M | 5.3% | 752,970 |
| VNQVanguard Real Estate ETF | $28.6M | 5.0% | 320,824 |
| DFAIDimensional International Core Equity Market ETF | $28.1M | 4.9% | 684,212 |
| DIMENSIONAL ETF TRUST | $20.6M | 3.6% | 517,501 |
| VCSHVanguard Short-Term Corporate Bond ETF | $15.3M | 2.7% | 198,758 |
| DCORDimensional US Core Equity 1 ETF | $14.6M | 2.6% | 176,352 |
| HOMBHome BancShares Inc | $13.5M | 2.3% | 470,978 |
| DFAEDimensional Emerging Core Equity Market ETF | $8.9M | 1.5% | 225,315 |
| DFARDimensional US Real Estate ETF | $4.7M | 0.8% | 197,427 |
| SLQDISHARES TR | $4.5M | 0.8% | 91,498 |
| VTIVanguard Total Stock Market ETF | $4.5M | 0.8% | 11,949 |
| SCHISchwab 5-10 Year Corporate Bond ETF | $3.9M | 0.7% | 181,616 |
| AAPLApple Inc | $3.8M | 0.7% | 11,585 |
| MSFTMicrosoft Corp | $3.2M | 0.6% | 6,259 |
| VBVanguard Small-Cap ETF | $2.9M | 0.5% | 10,061 |
| SGOViShares 0-3 Month Treasury Bond ETF | $1.9M | 0.3% | 19,050 |
| VOOVanguard S&P 500 ETF | $1.9M | 0.3% | 2,665 |
| MARMarriott International Inc | $1.7M | 0.3% | 4,652 |
| HAPPEN INC | $1.6M | 0.3% | 106,413 |
| VXUSVanguard Total International Stock ETF | $1.6M | 0.3% | 19,028 |
| BNDVanguard Total Bond Market ETF | $1.5M | 0.3% | 21,150 |
| IVViShares Core S&P 500 ETF | $991.9K | 0.2% | 1,293 |
| AMATApplied Materials Inc | $987.1K | 0.2% | 1,865 |
| AMZNAmazon.com Inc | $984K | 0.2% | 3,964 |
| SCHBSchwab U.S. Broad Market ETF | $982.3K | 0.2% | 33,423 |
| MUMicron Technology Inc | $929.5K | 0.2% | 847 |
| VEAVanguard FTSE Developed Markets ETF | $876.4K | 0.2% | 12,483 |
| NVDANVIDIA Corp | $857.8K | 0.1% | 3,715 |
| VWOVanguard FTSE Emerging Markets ETF | $850.5K | 0.1% | 14,408 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $770.1K | 0.1% | 20,917 |
| JPMJPMorgan Chase & Co | $750.2K | 0.1% | 2,252 |
| DFAUDimensional US Core Equity Market ETF | $703.6K | 0.1% | 13,399 |
| RSGRepublic Services Inc | $695.7K | 0.1% | 3,361 |
| DIMENSIONAL ETF TRUST | $674.5K | 0.1% | 8,119 |
| INTCIntel Corp | $596.4K | 0.1% | 4,970 |
| SCHXSchwab U.S. Large-Cap ETF | $577.9K | 0.1% | 19,205 |
| GOOGLAlphabet Inc | $466.5K | 0.1% | 1,379 |
| AOAiShares Core Aggressive Allocation Fund | $437.4K | 0.1% | 4,500 |
| DIMENSIONAL ETF TRUST | $432.1K | 0.1% | 9,344 |
| AXPAmerican Express Co | $393.8K | 0.1% | 1,304 |
| QQQMInvesco NASDAQ 100 ETF | $382K | 0.1% | 1,250 |
| LINDE PLC | $331.4K | 0.1% | 706 |
| METAMeta Platforms Inc | $325.3K | 0.1% | 448 |
| VTVanguard Total World Stock Index ETF | $321.8K | 0.1% | 2,039 |
| GOOGAlphabet Inc | $320.3K | 0.1% | 956 |
| HDHome Depot Inc | $316.4K | 0.1% | 1,120 |
| JNJJohnson & Johnson | $304.7K | 0.1% | 1,178 |
| LLYEli Lilly and Co | $300.4K | 0.1% | 261 |
| MDYSPDR MidCap Trust Series I | $285.3K | 0.0% | 430 |
| EFAiShares MSCI EAFE ETF | $279.5K | 0.0% | 2,718 |
| ENSIGN GROUP INC | $278.4K | 0.0% | 1,641 |
| IJRiShares Core S&P Small-Cap ETF | $267.5K | 0.0% | 1,953 |
| BNDXVanguard Total International Bond ETF | $250.2K | 0.0% | 5,347 |
| TJXTJX Companies Inc | $247.8K | 0.0% | 1,855 |
| XOMExxonmobil Holdings Corp | $245.7K | 0.0% | 1,500 |
| COPConocoPhillips | $242.4K | 0.0% | 1,908 |
| VVVanguard Large-Cap ETF | $235.1K | 0.0% | 667 |
| VGTVanguard Information Tech ETF | $231.3K | 0.0% | 1,821 |
| WMWaste Management Inc | $214.6K | 0.0% | 1,063 |
| BRK.BBerkshire Hathaway Inc | $213.2K | 0.0% | 426 |
| VOVanguard Mid-Cap ETF | $213K | 0.0% | 2,692 |
| DFSVDimensional ETF Trust Dimensional US Small Cap Value ETF | $203K | 0.0% | 5,360 |
| SCHDSchwab US Dividend Equity ETF | $198.3K | 0.0% | 6,072 |
| VGSHVanguard Short-Term Treasury ETF | $195.8K | 0.0% | 3,406 |
| BSVVanguard Short-Term Bond ETF | $192.7K | 0.0% | 2,525 |
| TSLATesla Inc | $188K | 0.0% | 531 |
| SMHVanEck Semiconductor ETF | $185.3K | 0.0% | 300 |
| AMGNAmgen Inc | $183.7K | 0.0% | 451 |
| DIMENSIONAL ETF TRUST | $182.7K | 0.0% | 2,285 |
| IBITiShares Bitcoin Trust ETF | $177.7K | 0.0% | 3,705 |
| GDGeneral Dynamics Corp | $171.2K | 0.0% | 515 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $169.2K | 0.0% | 3,967 |
| XLKState Street Technology Select Sector SPDR ETF | $168.1K | 0.0% | 850 |
| PSXPhillips 66 | $167.8K | 0.0% | 635 |
| NTAPNetApp Inc | $167.7K | 0.0% | 780 |
| SCHASchwab U.S. Small-Cap ETF | $165.1K | 0.0% | 5,037 |
| IEFAiShares Core MSCI EAFE ETF | $164.6K | 0.0% | 1,715 |
| BABoeing Co | $162.9K | 0.0% | 847 |
| RFRegions Financial Corp | $151.3K | 0.0% | 5,611 |
| DFLVDimensional ETF Trust Dimensional US Large Cap Value ETF | $150.3K | 0.0% | 3,727 |
| CSCOCisco Systems Inc | $149.8K | 0.0% | 1,377 |
| CLHClean Harbors Inc | $146.3K | 0.0% | 468 |
| SPDR SERIES TRUST | $142.6K | 0.0% | 370 |
| IVEiShares S&P 500 Value ETF | $133.3K | 0.0% | 583 |
| SYKStryker Corp | $133.2K | 0.0% | 488 |
| PHParker-Hannifin Corp | $132.3K | 0.0% | 137 |
| EEMiShares MSCI Emerging Index Fund | $132.2K | 0.0% | 1,978 |
| XLUState Street Utilities Select Sector SPDR ETF | $128.7K | 0.0% | 3,244 |
| CVXChevron Corp | $128.2K | 0.0% | 619 |
| MCDMcDonald's Corp | $120.8K | 0.0% | 521 |
| PLTRPalantir Technologies Inc | $120.3K | 0.0% | 633 |
| QUALiShares MSCI USA Quality Factor ETF | $120.2K | 0.0% | 538 |
| DFIVDimensional International Value ETF | $118.9K | 0.0% | 2,157 |
| HORIZON FDS | $116.6K | 0.0% | 5,841 |
| DIMENSIONAL ETF TRUST | $103.1K | 0.0% | 1,238 |
| DFA INVT DIMENSIONS GROUP IN | $102.2K | 0.0% | 2,425 |
| VTVVanguard Value ETF | $101.6K | 0.0% | 469 |
| MTUMiShares MSCI USA Momentum Factor ETF | $100.8K | 0.0% | 314 |
| ORCLOracle Corp | $98.3K | 0.0% | 712 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $95.5K | 0.0% | 208 |
| VXFVanguard Extended Market ETF | $95.3K | 0.0% | 409 |
| CENOVUS ENERGY INC | $95K | 0.0% | 3,000 |
| MSIMotorola Solutions Inc | $90.5K | 0.0% | 202 |
| SPGIS&P Global Inc | $90.4K | 0.0% | 233 |
| GLWCorning Inc | $84.7K | 0.0% | 528 |
| DIMENSIONAL ETF TRUST | $84.6K | 0.0% | 1,996 |
| SHOPShopify Inc | $79.7K | 0.0% | 534 |
| KOCoca-Cola Co | $77.6K | 0.0% | 901 |
| RTXRTX Corp | $77.5K | 0.0% | 419 |
| MEDTRONIC PLC | $76.4K | 0.0% | 884 |
| BMYBristol-Myers Squibb Co | $75.1K | 0.0% | 1,222 |
| IWMiShares Russell 2000 Index Fund | $74.5K | 0.0% | 267 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $74K | 0.0% | 600 |
| WMTWalmart Inc | $74K | 0.0% | 710 |
| PMPhilip Morris International Inc | $72.3K | 0.0% | 384 |
| PGProcter & Gamble Co | $71.4K | 0.0% | 496 |
| DIMENSIONAL ETF TRUST | $69.4K | 0.0% | 1,257 |
| DIMENSIONAL ETF TRUST | $63.6K | 0.0% | 1,899 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $62.4K | 0.0% | 1,290 |
| VANGUARD SCOTTSDALE FDS | $61.8K | 0.0% | 939 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $61.3K | 0.0% | 963 |
| AGGiShares Core U.S. Aggregate Bond ETF | $61.3K | 0.0% | 649 |
| FDXFedEx Corp | $60.6K | 0.0% | 211 |
| EVERPURE INC | $55.8K | 0.0% | 416 |
| PHOInvesco Water Resources ETF | $54.2K | 0.0% | 800 |
| NTRSNorthern Trust Corp | $52.6K | 0.0% | 311 |
| HORIZON FDS | $52.2K | 0.0% | 5,647 |
| EDConsolidated Edison Inc | $52.2K | 0.0% | 504 |
| ITAiShares U.S. Aerospace & Defense ETF | $50.1K | 0.0% | 241 |
| SCHWAB STRATEGIC TR | $49.2K | 0.0% | 1,436 |
| QQQInvesco QQQ Trust, Series 1 | $48.7K | 0.0% | 66 |
| AMPAmeriprise Financial Inc | $48.5K | 0.0% | 98 |
| VYMVanguard High Dividend Yield ETF | $47.7K | 0.0% | 307 |
| SPDR SERIES TRUST | $45.9K | 0.0% | 750 |
| PPAInvesco Aerospace & Defense ETF | $45.7K | 0.0% | 294 |
| SPYState Street SPDR S&P 500 ETF Trust | $45.1K | 0.0% | 59 |
| GLDSPDR Gold Shares | $44.8K | 0.0% | 117 |
| VLOValero Energy Corp | $44.5K | 0.0% | 109 |
| BACBank of America Corp | $43.5K | 0.0% | 809 |
| ULUnilever PLC | $42.7K | 0.0% | 716 |
| ADPAutomatic Data Processing Inc | $41.4K | 0.0% | 157 |
| DUSBDimensional ETF Trust Dimensional Ultrashort Fixed Income ETF | $40.9K | 0.0% | 809 |
| PAYXPaychex Inc | $40.5K | 0.0% | 402 |
| CMCSAComcast Corp | $39K | 0.0% | 1,795 |
| VVisa Inc | $38.1K | 0.0% | 106 |
| IVWiShares S&P 500 Growth ETF | $37.8K | 0.0% | 265 |
| QLYSQualys Inc | $37.7K | 0.0% | 201 |
| PANWPalo Alto Networks Inc | $36.9K | 0.0% | 93 |
| AVGOBroadcom Inc | $36.1K | 0.0% | 105 |
| SHELShell PLC | $36K | 0.0% | 376 |
| PGRProgressive Corp | $35.2K | 0.0% | 167 |
| JAAAJanus Henderson AAA CLO ETF | $35.2K | 0.0% | 697 |
| SOUNSoundHound AI Inc | $35K | 0.0% | 5,781 |
| XLIState Street Industrial Select Sector SPDR ETF | $33.1K | 0.0% | 196 |
| IWSiShares Russell Mid-cap Value ETF | $32.5K | 0.0% | 201 |
| MMM3M Co | $32.4K | 0.0% | 199 |
| IBMInternational Business Machines Corp | $32.1K | 0.0% | 142 |
| ROYAL CARIBBEAN GROUP | $31.3K | 0.0% | 116 |
| TXNTexas Instruments Inc | $31.2K | 0.0% | 111 |
| AVSCAvantis U.S Small Cap Equity ETF | $30.9K | 0.0% | 444 |
| CATCaterpillar Inc | $30.6K | 0.0% | 37 |
| IJHiShares Core S&P Mid-Cap ETF | $30.5K | 0.0% | 420 |
| AMCOR PLC | $30.3K | 0.0% | 725 |
| NFLXNetflix Inc | $29.7K | 0.0% | 437 |
| VUGVanguard Growth ETF | $29.2K | 0.0% | 324 |
| ISHARES TR | $28.6K | 0.0% | 547 |
| AVAVAeroVironment Inc | $28.2K | 0.0% | 201 |
| YUMYum! Brands Inc | $28.2K | 0.0% | 206 |
| RKLBRocket Lab USA, Inc. | $27.8K | 0.0% | 394 |
| PIMCO ETF TR | $27.7K | 0.0% | 517 |
| EATON CORP PLC | $27.1K | 0.0% | 62 |
| IUSGiShares Core S&P U.S. Growth ETF | $26.8K | 0.0% | 138 |
| AMDAdvanced Micro Devices Inc | $26.5K | 0.0% | 43 |
| MAMastercard Inc | $26.4K | 0.0% | 48 |
| EWCiShares MSCI Canada Index Fund | $25.9K | 0.0% | 445 |
| IWFiShares Russell 1000 Growth ETF | $25.4K | 0.0% | 202 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $25.4K | 0.0% | 233 |
| CCKCrown Holdings Inc | $25K | 0.0% | 235 |
| WISDOMTREE TR | $24.3K | 0.0% | 135 |
| MOAltria Group Inc | $23.8K | 0.0% | 356 |
| PFEPfizer Inc | $23.5K | 0.0% | 836 |
| VONGVanguard Russell 1000 Growth ETF | $23.4K | 0.0% | 181 |
| SPCXSpace Exploration Technologies Corp | $23.2K | 0.0% | 157 |
| MRKMerck & Co Inc | $22.9K | 0.0% | 159 |
| NKENike Inc | $22.8K | 0.0% | 650 |
| KMIKinder Morgan Inc | $22.7K | 0.0% | 742 |
| ALKAlaska Air Group Inc | $22.6K | 0.0% | 572 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $22.6K | 0.0% | 485 |
| GISGeneral Mills Inc | $22.5K | 0.0% | 709 |
| VFHVanguard Financials ETF | $22K | 0.0% | 169 |
| SBUXStarbucks Corp | $21.8K | 0.0% | 230 |
| HSTHost Hotels and Resorts, Inc | $21K | 0.0% | 935 |
| DEDeere & Co | $20.7K | 0.0% | 31 |
| PRUPrudential Financial Inc | $20.4K | 0.0% | 180 |
| AVEMAvantis Emerging Markets Equity ETF | $20.1K | 0.0% | 214 |
| FNVFranco-Nevada Corp | $19.6K | 0.0% | 83 |
| WFCWells Fargo & Co | $19.3K | 0.0% | 241 |
| PEPPepsiCo Inc | $19.1K | 0.0% | 152 |
| ISHARES INC | $18.6K | 0.0% | 100 |
| IUSViShares Core S&P U.S. Value ETF | $18.3K | 0.0% | 166 |
| NOCNorthrop Grumman Corp | $17.8K | 0.0% | 37 |
| VTWOVanguard Russell 2000 ETF | $17.2K | 0.0% | 153 |
| SLViShares Silver Trust | $16.9K | 0.0% | 307 |
| SLBSLB NV | $16.8K | 0.0% | 346 |
| LUVSouthwest Airlines Co | $16.7K | 0.0% | 398 |
| SLYGState Street SPDR S&P 600 Small Cap Growth ETF | $16.2K | 0.0% | 151 |
| SYYSysco Corp | $15.9K | 0.0% | 204 |
| SPDR INDEX SHS FDS | $15.7K | 0.0% | 237 |
| SPDR SERIES TRUST | $15.1K | 0.0% | 147 |
| MDLZMondelez International Inc | $15.1K | 0.0% | 262 |
| TIPiShares TIPS Bond ETF | $15K | 0.0% | 144 |
| TMOThermo Fisher Scientific Inc | $15K | 0.0% | 23 |
| APDAir Products and Chemicals Inc | $14.8K | 0.0% | 54 |
| VHTVanguard Health Care ETF | $14.7K | 0.0% | 47 |
| UNHUnitedHealth Group Inc | $14.6K | 0.0% | 40 |
| COFCapital One Financial Corp | $14.6K | 0.0% | 75 |
| CMICummins Inc | $14.5K | 0.0% | 28 |
| MOONLAKE IMMUNOTHERAPEUTICS | $14K | 0.0% | 1,219 |
| FTECFIDELITY COVINGTON TRUST | $14K | 0.0% | 46 |
| ALLAllstate Corp | $13.9K | 0.0% | 62 |
| UNPUnion Pacific Corp | $13.9K | 0.0% | 51 |
| SPDR SERIES TRUST | $13.9K | 0.0% | 155 |
| ZBHZimmer Biomet Holdings, Inc | $13.3K | 0.0% | 151 |
| LHXL3Harris Technologies Inc | $13.1K | 0.0% | 55 |
| NEENextera Energy Inc | $12.8K | 0.0% | 167 |
| REGNRegeneron Pharmaceuticals Inc | $12.5K | 0.0% | 17 |
| TAT&T Inc | $12.2K | 0.0% | 503 |
| SPDR SERIES TRUST | $12.2K | 0.0% | 115 |
| KTOSKratos Defense and Security Solutions Inc | $11.9K | 0.0% | 279 |
| PENNANT GROUP INC | $11.4K | 0.0% | 295 |
| FEDEX FGHT HLDG CO INC | $11.2K | 0.0% | 101 |
| FSSLFS Specialty Lending Fund | $11.1K | 0.0% | 940 |
| XELXcel Energy Inc | $11.1K | 0.0% | 157 |
| PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF | $10.9K | 0.0% | 206 |
| VZVerizon Communications Inc | $10.7K | 0.0% | 233 |
| DHRDanaher Corp | $10.6K | 0.0% | 50 |
| IQLTiShares MSCI Intl Quality Factor ETF | $10.3K | 0.0% | 210 |
| OEFiShares S&P 100 Fund | $10.3K | 0.0% | 27 |
| VANGUARD INSTL INDEX FD | $10K | 0.0% | 132 |
| LOWLowe's Companies Inc | $9.8K | 0.0% | 54 |
| DELLDell Technologies Inc | $9.8K | 0.0% | 18 |
| FIDELITY COVINGTON TRUST | $9.7K | 0.0% | 108 |
| NEW ERA ENERGY & DIGITAL INC | $9.6K | 0.0% | 1,500 |
| DISWalt Disney Co | $9.5K | 0.0% | 94 |
| BCSBarclays PLC | $9.5K | 0.0% | 400 |
| WDCWestern Digital Corp | $8.8K | 0.0% | 19 |
| MBBiShares MBS ETF | $8.5K | 0.0% | 95 |
| BHPBHP Group Ltd | $8.5K | 0.0% | 100 |
| CNPCenterPoint Energy Inc | $8.1K | 0.0% | 219 |
| DGROiShares Core Dividend Growth ETF | $8.1K | 0.0% | 108 |
| GEGeneral Electric Co | $8.1K | 0.0% | 26 |
| VBRVanguard Small-Cap Value ETF | $7.9K | 0.0% | 34 |
| LRCXLam Research Corp | $7.8K | 0.0% | 23 |
| CID HOLDCO INC | $7.7K | 0.0% | 2,735 |
| INTUIntuit Inc | $7.3K | 0.0% | 26 |
| SNDKSandisk Corp | $7.2K | 0.0% | 4 |
| KLACKLA Corp | $7K | 0.0% | 35 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $6.9K | 0.0% | 69 |
| SEAGATE TECHNOLOGY HLDNGS PL | $6.6K | 0.0% | 7 |
| MGKVanguard Mega Cap Growth ETF | $6.5K | 0.0% | 70 |
| GSGoldman Sachs Group Inc | $6.3K | 0.0% | 7 |
| PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $6K | 0.0% | 308 |
| BIVVanguard Intermediate-Term Bond ETF | $6K | 0.0% | 82 |
| XLCThe Communication Services Select Sector SPDR Fund | $5.8K | 0.0% | 53 |
| DIMENSIONAL ETF TRUST | $5.8K | 0.0% | 162 |
| CMCanadian Imperial Bank of Commerce | $5.7K | 0.0% | 52 |
| IEFiShares 7-10 Year Treasury Bond ETF | $5.6K | 0.0% | 63 |
| SOSouthern Co | $5.6K | 0.0% | 67 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $5.5K | 0.0% | 33 |
| COSTCostco Wholesale Corp | $5.5K | 0.0% | 6 |
| MANNKIND CORP | $5.3K | 0.0% | 1,348 |
| LITELumentum Holdings Inc | $5.2K | 0.0% | 5 |
| DALDelta Air Lines Inc | $5.2K | 0.0% | 62 |
| ZTSZoetis Inc | $5K | 0.0% | 73 |
| MPCMarathon Petroleum Corp | $5K | 0.0% | 12 |
| XLFState Street Financial Select Sector SPDR ETF | $5K | 0.0% | 93 |
| GEVGE Vernova Inc | $4.9K | 0.0% | 5 |
| QCOMQualcomm Inc | $4.9K | 0.0% | 27 |
| DEODiageo PLC | $4.9K | 0.0% | 58 |
| CVSCVS Health Corp | $4.9K | 0.0% | 57 |
| CAHCardinal Health Inc | $4.8K | 0.0% | 21 |
| CARRCarrier Global Corp | $4.8K | 0.0% | 87 |
| MSMorgan Stanley | $4.7K | 0.0% | 25 |
| BKNGBooking Holdings Inc | $4.6K | 0.0% | 29 |
| TERTeradyne Inc | $4.6K | 0.0% | 11 |
| TRULIEVE CANNABIS CORP | $4.5K | 0.0% | 416 |
| MCKMcKesson Corp | $4.5K | 0.0% | 5 |
| SDYState Street SPDR S&P Dividend ETF | $4.4K | 0.0% | 30 |
| TGTTarget Corp | $4.4K | 0.0% | 28 |
| PHYSSprott Physical Gold Trust ETV | $4.4K | 0.0% | 139 |
| APHAmphenol Corp | $4.4K | 0.0% | 51 |
| GOVTiShares U.S. Treasury Bond ETF | $4.3K | 0.0% | 197 |
| RBLXRoblox Corp | $4.3K | 0.0% | 100 |
| GPCGenuine Parts Co | $4.3K | 0.0% | 34 |
| TWLOTwilio Inc | $4.2K | 0.0% | 14 |
| GRANITESHARES GOLD TR | $4.2K | 0.0% | 102 |
| ABBVAbbVie Inc | $4.2K | 0.0% | 16 |
| XLVState Street Health Care Select Sector SPDR ETF | $4.2K | 0.0% | 25 |
| COHRCoherent Corp | $4.2K | 0.0% | 13 |
| URIUnited Rentals Inc | $4.1K | 0.0% | 4 |
| MBGLMobility Global Inc | $4.1K | 0.0% | 232 |
| IREN LIMITED | $4.1K | 0.0% | 100 |
| LMTLockheed Martin Corp | $4K | 0.0% | 8 |
| STTState Street Corp | $4K | 0.0% | 23 |
| CRWDCrowdStrike Holdings Inc | $4K | 0.0% | 15 |
| ABTAbbott Laboratories | $4K | 0.0% | 41 |
| URAGlobal X Uranium ETF | $4K | 0.0% | 100 |
| COLBColumbia Banking System Inc | $3.9K | 0.0% | 137 |
| GRIFFON CORP | $3.9K | 0.0% | 42 |
| JMBSJANUS DETROIT STR TR | $3.9K | 0.0% | 92 |
| HONAHoneywell Aerospace Inc | $3.9K | 0.0% | 25 |
| MRSHMarsh & McLennan Companies Inc | $3.8K | 0.0% | 22 |
| SONYSony Group Corp | $3.8K | 0.0% | 160 |
| QQnity Electronics Inc | $3.7K | 0.0% | 29 |
| CCitigroup Inc | $3.7K | 0.0% | 29 |
| NTRANatera Inc | $3.7K | 0.0% | 9 |
| USBUS Bancorp | $3.7K | 0.0% | 64 |
| CARNIVAL CORP LTD | $3.6K | 0.0% | 145 |
| NVSNovartis AG | $3.5K | 0.0% | 25 |
| VBKVanguard Small-Cap Growth ETF | $3.4K | 0.0% | 10 |
| ETF SER SOLUTIONS | $3.4K | 0.0% | 96 |
| SCHWCharles Schwab Corp | $3.3K | 0.0% | 33 |
| TRVTravelers Companies Inc | $3.3K | 0.0% | 9 |
| EFGiShares MSCI EAFE Growth ETF | $3.2K | 0.0% | 27 |
| HLTHilton Worldwide Holdings Inc | $3.2K | 0.0% | 10 |
| ANETArista Networks Inc | $3.1K | 0.0% | 15 |
| ATI INC | $3.1K | 0.0% | 16 |
| UBERUber Technologies Inc | $3K | 0.0% | 44 |
| EBAYeBay Inc | $3K | 0.0% | 28 |
| KMBKimberly-Clark Corp | $2.9K | 0.0% | 31 |
| NGGNational Grid PLC | $2.9K | 0.0% | 38 |
| CEFSprott Physical Gold and Silver Trust | $2.8K | 0.0% | 68 |
| ROSTRoss Stores Inc | $2.8K | 0.0% | 12 |
| MAGNUM ICE CREAM CO NV | $2.8K | 0.0% | 161 |
| IEMGiShares Core MSCI Emerging Markets ETF | $2.8K | 0.0% | 34 |
| AON PLC | $2.8K | 0.0% | 10 |
| NEMNewmont Corporation | $2.8K | 0.0% | 24 |
| VPUVanguard Utilities ETF | $2.8K | 0.0% | 16 |
| SITIME CORP | $2.7K | 0.0% | 4 |
| MKSIMKS Incorporated | $2.7K | 0.0% | 10 |
| FIDELITY ETHEREUM FD | $2.7K | 0.0% | 100 |
| EOGEOG Resources Inc | $2.7K | 0.0% | 19 |
| FTNTFortinet Inc | $2.7K | 0.0% | 15 |
| ISHARES TR | $2.7K | 0.0% | 14 |
| ROKRockwell Automation Inc | $2.7K | 0.0% | 6 |
| GILDGilead Sciences, Inc | $2.7K | 0.0% | 18 |
| TTWOTake-Two Interactive Software Inc | $2.6K | 0.0% | 13 |
| KEYSKeysight Technologies Inc | $2.6K | 0.0% | 7 |
| DDDupont De Nemours Inc | $2.6K | 0.0% | 20 |
| BLACKROCK ETF TRUST | $2.6K | 0.0% | 52 |
| WSTWest Pharmaceutical Services Inc | $2.6K | 0.0% | 7 |
| CTASCintas Corp | $2.5K | 0.0% | 13 |
| IWNiShares Russell 2000 Value ETF | $2.5K | 0.0% | 12 |
| OTISOtis Worldwide Corp | $2.5K | 0.0% | 39 |
| ENBEnbridge Inc | $2.5K | 0.0% | 54 |
| DDOGDatadog Inc (Pre-Reincorporation) | $2.5K | 0.0% | 9 |
| MXLMaxlinear Inc | $2.5K | 0.0% | 27 |
| VEUVanguard FTSE All World Ex US ETF | $2.5K | 0.0% | 30 |
| MDBMongoDB Inc | $2.5K | 0.0% | 7 |
| LNGCheniere Energy Inc | $2.5K | 0.0% | 9 |
| ADIAnalog Devices Inc | $2.4K | 0.0% | 6 |
| TRAEGER INC | $2.4K | 0.0% | 46 |
| KHCKraft Heinz Co | $2.4K | 0.0% | 107 |
| SNOWSnowflake Inc | $2.4K | 0.0% | 7 |
| EMREmerson Electric Co | $2.4K | 0.0% | 15 |
| METMetLife Inc | $2.4K | 0.0% | 25 |
| ITWIllinois Tool Works Inc | $2.3K | 0.0% | 9 |
| CPAYCorpay Inc | $2.3K | 0.0% | 6 |
| MNSTMonster Beverage Corp | $2.3K | 0.0% | 55 |
| VGKVanguard FTSEEuropean ETF | $2.3K | 0.0% | 27 |
| VTRSViatris Inc | $2.3K | 0.0% | 132 |
| WABWestinghouse Air Brake Technologies Corp | $2.3K | 0.0% | 8 |
| TRANE TECHNOLOGIES PLC | $2.3K | 0.0% | 5 |
| FCXFreeport-McMoRan Inc | $2.3K | 0.0% | 33 |
| CIENCiena Corp | $2.3K | 0.0% | 6 |
| HPEHewlett Packard Enterprise Co | $2.3K | 0.0% | 35 |
| ORealty Income Corp | $2.2K | 0.0% | 42 |
| LRNStride Inc | $2.2K | 0.0% | 29 |
| AMEAMETEK Inc | $2.2K | 0.0% | 9 |
| FFIVF5 Inc | $2.2K | 0.0% | 5 |
| TOTALENERGIES SE | $2.2K | 0.0% | 26 |
| AMRIZE LTD | $2.2K | 0.0% | 59 |
| GDXVanEck Gold Miners ETF | $2.2K | 0.0% | 25 |
| GMGeneral Motors Co | $2.1K | 0.0% | 27 |
| BLKBlackRock Inc | $2.1K | 0.0% | 2 |
| CEGConstellation Energy Corp | $2.1K | 0.0% | 8 |
| XLEState Street Energy Select Sector SPDR ETF | $2.1K | 0.0% | 33 |
| BLACKROCK ENHANCED GLOBAL | $2.1K | 0.0% | 176 |
| FASTFastenal Co | $2K | 0.0% | 40 |
| AORiShares Core 60/40 Balanced Allocation ETF | $2K | 0.0% | 29 |
| LYVLive Nation Entertainment Inc | $2K | 0.0% | 12 |
| HOODRobinhood Markets Inc | $2K | 0.0% | 18 |
| PNCPNC Financial Services Group Inc | $2K | 0.0% | 9 |
| GARMIN LTD | $2K | 0.0% | 7 |
| PERIMETER SOLUTIONS INC | $1.9K | 0.0% | 71 |
| CSXCSX Corp | $1.9K | 0.0% | 41 |
| CREDO TECHNOLOGY GROUP HOLDI | $1.9K | 0.0% | 9 |
| ORLYO'Reilly Automotive Inc | $1.9K | 0.0% | 22 |
| WSMWilliams-Sonoma Inc | $1.9K | 0.0% | 8 |
| WCCWesco International Inc | $1.9K | 0.0% | 5 |
| FANGDiamondback Energy Inc | $1.9K | 0.0% | 10 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $1.8K | 0.0% | 23 |
| EXPEExpedia Group Inc | $1.8K | 0.0% | 7 |
| JOHNSON CONTROLS INTERNATION | $1.8K | 0.0% | 12 |
| WELLWelltower Inc | $1.8K | 0.0% | 8 |
| STLDSteel Dynamics Inc | $1.8K | 0.0% | 8 |
| WMBWilliams Companies Inc | $1.8K | 0.0% | 26 |
| AEPAmerican Electric Power Company Inc | $1.8K | 0.0% | 15 |
| MEDPMedpace Holdings Inc | $1.8K | 0.0% | 3 |
| MCOMoody's Corp | $1.8K | 0.0% | 4 |
| NETCloudflare Inc | $1.8K | 0.0% | 5 |
| EWBCEast West Bancorp Inc | $1.8K | 0.0% | 14 |
| ENTGEntegris Inc | $1.7K | 0.0% | 11 |
| MCHPMicrochip Technology Inc | $1.7K | 0.0% | 22 |
| MKLMarkel Group Inc | $1.7K | 0.0% | 1 |
| UTHRUnited Therapeutics Corp | $1.7K | 0.0% | 3 |
| PPLTABRDN PLATINUM ETF TRUST | $1.7K | 0.0% | 110 |
| MRNAModerna Inc | $1.7K | 0.0% | 9 |
| UPSUnited Parcel Service Inc | $1.7K | 0.0% | 18 |
| FIXComfort Systems USA Inc | $1.7K | 0.0% | 1 |
| DOWDow Inc | $1.7K | 0.0% | 61 |
| PRICESMART INC | $1.7K | 0.0% | 10 |
| TRGPTarga Resources Corp | $1.7K | 0.0% | 6 |
| AAgilent Technologies Inc | $1.7K | 0.0% | 10 |
| SEABRIDGE GOLD INC | $1.7K | 0.0% | 61 |
| NOWServiceNow Inc | $1.7K | 0.0% | 12 |
| PCARPaccar Inc | $1.7K | 0.0% | 15 |
| OXYOccidental Petroleum Corp | $1.6K | 0.0% | 28 |
| ITTITT Inc | $1.6K | 0.0% | 8 |
| ULTAUlta Beauty Inc | $1.6K | 0.0% | 3 |
| BKRBaker Hughes Co | $1.6K | 0.0% | 29 |
| SHWSherwin-Williams Co | $1.6K | 0.0% | 5 |
| RJFRaymond James Financial Inc | $1.6K | 0.0% | 10 |
| NOBLE CORP PLC | $1.6K | 0.0% | 38 |
| BANK OF NY MELLON CORP | $1.6K | 0.0% | 11 |
| RSReliance Inc | $1.6K | 0.0% | 4 |
| BIIBBiogen Inc | $1.6K | 0.0% | 7 |
| EWZISHARES INC | $1.6K | 0.0% | 42 |
| IDXXIDEXX Laboratories Inc | $1.6K | 0.0% | 3 |
| EMEEMCOR Group Inc | $1.5K | 0.0% | 2 |
| MTBM&T Bank Corp | $1.5K | 0.0% | 7 |
| VRTXVertex Pharmaceuticals Inc | $1.5K | 0.0% | 3 |
| FDISFidelity MSCI Consumer Discretionary Index ETF | $1.5K | 0.0% | 16 |
| JBLJabil Inc | $1.5K | 0.0% | 5 |
| OKTAOkta Inc | $1.5K | 0.0% | 7 |
| FORMFACTOR INC | $1.5K | 0.0% | 10 |
| SPOTIFY TECHNOLOGY S A | $1.5K | 0.0% | 3 |
| FBTCFidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest | $1.5K | 0.0% | 20 |
| SNASnap-On Inc | $1.5K | 0.0% | 4 |
| DVNDevon Energy Corp | $1.5K | 0.0% | 31 |
| ABNBAirbnb Inc | $1.4K | 0.0% | 9 |
| CRMSalesforce Inc | $1.4K | 0.0% | 6 |
| NUENucor Corp | $1.4K | 0.0% | 6 |
| VANECK ETF TRUST | $1.4K | 0.0% | 84 |
| PLDPrologis Inc | $1.4K | 0.0% | 11 |
| CDNSCadence Design Systems Inc | $1.4K | 0.0% | 4 |
| NTRNutrien Ltd | $1.4K | 0.0% | 20 |
| DQDaqo New Energy Corp | $1.4K | 0.0% | 125 |
| RRyder System Inc | $1.4K | 0.0% | 6 |
| DHID.R. Horton Inc | $1.4K | 0.0% | 10 |
| MPWRMonolithic Power Systems Inc | $1.4K | 0.0% | 1 |
| ECLEcolab Inc | $1.4K | 0.0% | 5 |
| CICigna Group | $1.3K | 0.0% | 5 |
| AFLAflac Inc | $1.3K | 0.0% | 12 |
| FERGFerguson Enterprises Inc | $1.3K | 0.0% | 6 |
| PWRQuanta Services Inc | $1.3K | 0.0% | 2 |
| CHUBB LIMITED | $1.3K | 0.0% | 4 |
| FICOFair Isaac Corp | $1.3K | 0.0% | 2 |
| TECHNIPFMC PLC | $1.3K | 0.0% | 19 |
| CRH PLC | $1.3K | 0.0% | 16 |
| TMUST-Mobile US Inc | $1.3K | 0.0% | 8 |
| AIGAmerican International Group Inc | $1.3K | 0.0% | 17 |
| GWWWW Grainger Inc | $1.3K | 0.0% | 1 |
| WATWaters Corp | $1.3K | 0.0% | 3 |
| ACCENTURE PLC IRELAND | $1.3K | 0.0% | 6 |
| AGNICO EAGLE MINES LTD | $1.3K | 0.0% | 7 |
| CVNACarvana Co | $1.3K | 0.0% | 20 |
| XPOXPO Inc | $1.3K | 0.0% | 7 |
| VSTVistra Corp | $1.3K | 0.0% | 9 |
| CORCEPT THERAPEUTICS INC | $1.3K | 0.0% | 11 |
| LPLALPL Financial Holdings Inc | $1.2K | 0.0% | 4 |
| SWKSSkyworks Solutions Inc | $1.2K | 0.0% | 15 |
| CORCencora Inc | $1.2K | 0.0% | 4 |
| UALUnited Airlines Holdings Inc | $1.2K | 0.0% | 11 |
| NFGNational Fuel Gas Co | $1.2K | 0.0% | 16 |
| FFord Motor Co | $1.2K | 0.0% | 99 |
| HUT 8 CORP | $1.2K | 0.0% | 14 |
| ADBEAdobe Inc | $1.2K | 0.0% | 5 |
| MADISON SQUARE GRDN SPRT COR | $1.2K | 0.0% | 3 |
| NXP SEMICONDUCTORS N V | $1.2K | 0.0% | 5 |
| DRIDarden Restaurants Inc | $1.2K | 0.0% | 6 |
| AKAMAkamai Technologies Inc | $1.2K | 0.0% | 11 |
| CRSCarpenter Technology Corp | $1.2K | 0.0% | 3 |
| ELVElevance Health Inc | $1.1K | 0.0% | 3 |
| HWMHowmet Aerospace Inc | $1.1K | 0.0% | 5 |
| JBHTJ B Hunt Transport Services Inc | $1.1K | 0.0% | 5 |
Quarter ending 2026-09-30.
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