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Elevation Wealth Partners, LLC Portfolio
$345.9M across 500 positions as of 2026-09-30, with 45% 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
+12.3%
-2.2% a year vs the S&P 500
3 years
+16.0%
-5.3% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
5 of 14
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.7% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.1% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.9% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.3% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.2% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.5% | +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 |
|---|---|---|---|
| IUSBiShares Core Total USD Bond Market ETF | $36.2M | 10.5% | 820,424 |
| FNDXSchwab Fundamental US Large Company Index ETF | $23.7M | 6.9% | 754,377 |
| IUSGiShares Core S&P U.S. Growth ETF | $23M | 6.6% | 118,622 |
| AVDEAvantis International Equity ETF | $17.2M | 5.0% | 190,450 |
| SCHXSchwab U.S. Large-Cap ETF | $11.6M | 3.4% | 388,172 |
| VOVanguard Mid-Cap ETF | $10.5M | 3.0% | 133,794 |
| AVEMAvantis Emerging Markets Equity ETF | $10.3M | 3.0% | 109,456 |
| AAPLApple Inc | $9.3M | 2.7% | 28,012 |
| GOOGLAlphabet Inc | $7.1M | 2.0% | 20,590 |
| IJRiShares Core S&P Small-Cap ETF | $7M | 2.0% | 51,718 |
| DIMENSIONAL ETF TRUST | $6.1M | 1.8% | 129,752 |
| ICSHISHARES TR | $6M | 1.7% | 118,980 |
| SPYState Street SPDR S&P 500 ETF Trust | $5.4M | 1.6% | 7,038 |
| SCHHSchwab U.S. REIT ETF | $5.2M | 1.5% | 234,674 |
| DFAUDimensional US Core Equity Market ETF | $5M | 1.5% | 95,842 |
| AVUSAvantis U.S. Equity ETF | $5M | 1.4% | 38,679 |
| ISHARES TR | $4.9M | 1.4% | 43,604 |
| FIRST TR EXCHANGE TRADED FD | $4.9M | 1.4% | 208,256 |
| ESGUiShares ESG Aware MSCI USA ETF | $4.7M | 1.4% | 28,460 |
| GOOGAlphabet Inc | $4.7M | 1.4% | 13,871 |
| SCHDSchwab US Dividend Equity ETF | $4.6M | 1.3% | 140,378 |
| NVDANVIDIA Corp | $4.5M | 1.3% | 19,884 |
| AGGiShares Core U.S. Aggregate Bond ETF | $4.2M | 1.2% | 44,903 |
| QQQInvesco QQQ Trust, Series 1 | $4M | 1.1% | 5,358 |
| VEAVanguard FTSE Developed Markets ETF | $3.9M | 1.1% | 54,717 |
| IWFiShares Russell 1000 Growth ETF | $3.6M | 1.0% | 28,775 |
| SCHBSchwab U.S. Broad Market ETF | $3.5M | 1.0% | 118,619 |
| MSFTMicrosoft Corp | $3.3M | 1.0% | 6,505 |
| BNDXVanguard Total International Bond ETF | $3.3M | 1.0% | 70,742 |
| DFATDimensional U.S. Targeted Value ETF | $2.7M | 0.8% | 40,436 |
| VTIVanguard Total Stock Market ETF | $2.4M | 0.7% | 6,306 |
| BRK.BBerkshire Hathaway Inc | $2.2M | 0.6% | 4,352 |
| TSLATesla Inc | $2.2M | 0.6% | 6,098 |
| DIMENSIONAL ETF TRUST | $2M | 0.6% | 25,762 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $2M | 0.6% | 19,296 |
| JHMMJOHN HANCOCK EXCHANGE TRADED | $2M | 0.6% | 27,355 |
| AMZNAmazon.com Inc | $1.9M | 0.6% | 7,692 |
| JNJJohnson & Johnson | $1.7M | 0.5% | 6,325 |
| LLYEli Lilly and Co | $1.6M | 0.5% | 1,395 |
| IJSiShares S&P SmallCap 600 Value ETF | $1.6M | 0.5% | 12,174 |
| FNDFSchwab Fundamental International Equity ETF | $1.5M | 0.4% | 28,796 |
| HPEHewlett Packard Enterprise Co | $1.4M | 0.4% | 22,182 |
| VONGVanguard Russell 1000 Growth ETF | $1.4M | 0.4% | 10,882 |
| ABBVAbbVie Inc | $1.3M | 0.4% | 5,112 |
| SCHASchwab U.S. Small-Cap ETF | $1.3M | 0.4% | 39,160 |
| AVLVAvantis U.S. Large Cap Value ETF | $1.2M | 0.3% | 13,305 |
| SCHWAB STRATEGIC TR | $1.1M | 0.3% | 33,194 |
| JPMJPMorgan Chase & Co | $1.1M | 0.3% | 3,382 |
| SCHWAB STRATEGIC TR | $1M | 0.3% | 28,107 |
| RSPInvesco S&P 500 Equal Weight ETF | $985K | 0.3% | 4,735 |
| SCHFSchwab International Equity ETF | $937K | 0.3% | 34,108 |
| MDYSPDR MidCap Trust Series I | $918.7K | 0.3% | 1,399 |
| PANWPalo Alto Networks Inc | $914.6K | 0.3% | 2,302 |
| ELSEquity LifeStyle Properties Inc | $872.7K | 0.3% | 14,961 |
| AVGOBroadcom Inc | $870.1K | 0.3% | 2,478 |
| STRLSterling Infrastructure Inc | $848.3K | 0.2% | 1,725 |
| IWNiShares Russell 2000 Value ETF | $815.7K | 0.2% | 3,895 |
| AAgilent Technologies Inc | $802.1K | 0.2% | 4,655 |
| CVXChevron Corp | $796.8K | 0.2% | 3,902 |
| EFAiShares MSCI EAFE ETF | $778.4K | 0.2% | 7,493 |
| KEYSKeysight Technologies Inc | $778.3K | 0.2% | 2,138 |
| PSAPublic Storage | $721K | 0.2% | 2,549 |
| COSTCostco Wholesale Corp | $713.4K | 0.2% | 784 |
| HPQHP Inc | $703.4K | 0.2% | 22,488 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $700.9K | 0.2% | 4,215 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $688.3K | 0.2% | 15,484 |
| BSVVanguard Short-Term Bond ETF | $686.8K | 0.2% | 8,990 |
| WESTERN ASSET DIVERSIFIED IN | $666K | 0.2% | 56,341 |
| VNQVanguard Real Estate ETF | $653.8K | 0.2% | 7,295 |
| METAMeta Platforms Inc | $653.1K | 0.2% | 901 |
| EATON CORP PLC | $651.9K | 0.2% | 1,517 |
| IYRISHARES TR | $645.3K | 0.2% | 6,790 |
| EEMiShares MSCI Emerging Index Fund | $640.2K | 0.2% | 9,586 |
| ESGEiShares ESG Aware MSCI EM ETF | $634.3K | 0.2% | 11,712 |
| IEFAiShares Core MSCI EAFE ETF | $619.2K | 0.2% | 6,390 |
| INTCIntel Corp | $619K | 0.2% | 5,149 |
| FNDBSchwab Fundamental U.S. Broad Market ETF | $617.4K | 0.2% | 20,170 |
| KLACKLA Corp | $597.3K | 0.2% | 3,064 |
| SCHCSchwab International Small-Cap Equity ETF | $594.2K | 0.2% | 11,946 |
| PWRQuanta Services Inc | $587.3K | 0.2% | 914 |
| FPEIFIRST TR EXCH TRADED FD III | $586.9K | 0.2% | 31,829 |
| VBVanguard Small-Cap ETF | $543.6K | 0.2% | 1,911 |
| PLDPrologis Inc | $506K | 0.1% | 3,897 |
| TOSTToast Inc | $493.4K | 0.1% | 17,018 |
| AMDAdvanced Micro Devices Inc | $466.2K | 0.1% | 762 |
| NOWServiceNow Inc | $460.7K | 0.1% | 3,438 |
| VBRVanguard Small-Cap Value ETF | $452.7K | 0.1% | 1,959 |
| MUMicron Technology Inc | $447.3K | 0.1% | 420 |
| DIMENSIONAL ETF TRUST | $446.4K | 0.1% | 9,882 |
| XOMExxonmobil Holdings Corp | $441.5K | 0.1% | 2,713 |
| MCDMcDonald's Corp | $438.9K | 0.1% | 1,901 |
| DVYISHARES TR | $435.2K | 0.1% | 2,862 |
| VOEVanguard Mid-Cap Value ETF | $429K | 0.1% | 2,194 |
| IWMiShares Russell 2000 Index Fund | $428.8K | 0.1% | 1,543 |
| VCSHVanguard Short-Term Corporate Bond ETF | $414.3K | 0.1% | 5,363 |
| RSPTInvesco S&P 500 Equal Weight Technology ETF | $410.3K | 0.1% | 6,230 |
| CSCOCisco Systems Inc | $402.5K | 0.1% | 3,740 |
| VTVanguard Total World Stock Index ETF | $378.3K | 0.1% | 2,397 |
| EFViShares MSCI EAFE Value ETF | $377K | 0.1% | 4,764 |
| VVisa Inc | $375.9K | 0.1% | 1,046 |
| RTXRTX Corp | $369.8K | 0.1% | 1,992 |
| VIVMARK RESIDENTIAL | $353.5K | 0.1% | 5,818 |
| WISDOMTREE TR | $350.1K | 0.1% | 6,330 |
| VNQIVanguard Global ex-U.S. Real Estate ETF | $350K | 0.1% | 8,232 |
| PLTRPalantir Technologies Inc | $345.9K | 0.1% | 1,849 |
| DFAIDimensional International Core Equity Market ETF | $339.2K | 0.1% | 8,187 |
| SPGSimon Property Group Inc | $338.1K | 0.1% | 1,684 |
| CAPITAL GRP FIXED INCM ETF T | $335.8K | 0.1% | 15,864 |
| MRVLMarvell Technology Inc | $332.4K | 0.1% | 1,258 |
| SMHVanEck Semiconductor ETF | $324.5K | 0.1% | 533 |
| DIMENSIONAL ETF TRUST | $320.9K | 0.1% | 3,865 |
| MRKMerck & Co Inc | $318.5K | 0.1% | 2,192 |
| TGTTarget Corp | $313.1K | 0.1% | 1,998 |
| PGProcter & Gamble Co | $311.7K | 0.1% | 2,146 |
| GSGoldman Sachs Group Inc | $306.2K | 0.1% | 340 |
| SGOViShares 0-3 Month Treasury Bond ETF | $305.3K | 0.1% | 3,032 |
| IWDiShares Russell 1000 Value ETF | $298.7K | 0.1% | 1,205 |
| TWLOTwilio Inc | $294.5K | 0.1% | 1,007 |
| VEEVVeeva Systems Inc | $293.4K | 0.1% | 1,028 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $285.4K | 0.1% | 7,942 |
| DISWalt Disney Co | $280.2K | 0.1% | 2,671 |
| FICOFair Isaac Corp | $269K | 0.1% | 454 |
| SCHWCharles Schwab Corp | $264.7K | 0.1% | 2,708 |
| HDHome Depot Inc | $250.1K | 0.1% | 879 |
| BACBank of America Corp | $245.2K | 0.1% | 4,504 |
| CLColgate-Palmolive Co | $245.1K | 0.1% | 2,873 |
| ONTOOnto Innovation Inc | $241.9K | 0.1% | 786 |
| CCitigroup Inc | $236.4K | 0.1% | 1,826 |
| ASML HLDG NV | $230.1K | 0.1% | 127 |
| DUKDuke Energy Corp | $229.2K | 0.1% | 2,010 |
| ABTAbbott Laboratories | $226.1K | 0.1% | 2,288 |
| VTVVanguard Value ETF | $224.7K | 0.1% | 1,040 |
| KRESPDR S&P Regional Banking ETF | $223.9K | 0.1% | 3,225 |
| IVEiShares S&P 500 Value ETF | $223.8K | 0.1% | 980 |
| BABoeing Co | $223.7K | 0.1% | 1,202 |
| PEPPepsiCo Inc | $223.2K | 0.1% | 1,762 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $223.1K | 0.1% | 5,154 |
| TORTOISE CAPITAL SERIES TRUS | $212.5K | 0.1% | 20,046 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $212.4K | 0.1% | 5,737 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $211.1K | 0.1% | 463 |
| LHLabcorp Holdings Inc | $207.1K | 0.1% | 672 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $206.8K | 0.1% | 3,375 |
| RGAReinsurance Group of America Inc | $206.3K | 0.1% | 838 |
| AIQGlobal X Artificial Intelligence & Technology ETF | $202.4K | 0.1% | 3,106 |
| MAMastercard Inc | $198.6K | 0.1% | 360 |
| VOOVanguard S&P 500 ETF | $197.6K | 0.1% | 282 |
| IWOiShares Russell 2000 Growth Fund | $191.3K | 0.1% | 536 |
| RHYTHM PHARMACEUTICALS INC | $187.7K | 0.1% | 1,971 |
| OKTAOkta Inc | $183K | 0.1% | 875 |
| ADIAnalog Devices Inc | $182.9K | 0.1% | 461 |
| GILDGilead Sciences, Inc | $182.7K | 0.1% | 1,226 |
| GLDSPDR Gold Shares | $182K | 0.1% | 478 |
| VOTVanguard Mid-Cap Growth ETF | $179.8K | 0.1% | 615 |
| IGMiShares Expanded Tech Sector ETF | $178K | 0.1% | 1,053 |
| PPAInvesco Aerospace & Defense ETF | $176.2K | 0.1% | 1,140 |
| CSXCSX Corp | $176.1K | 0.1% | 3,786 |
| SPCXSpace Exploration Technologies Corp | $172.7K | 0.0% | 1,145 |
| VEUVanguard FTSE All World Ex US ETF | $170.3K | 0.0% | 2,053 |
| CATCaterpillar Inc | $168.6K | 0.0% | 208 |
| NEENextera Energy Inc | $165.9K | 0.0% | 2,191 |
| DIMENSIONAL ETF TRUST | $164K | 0.0% | 4,130 |
| JEPIJPMorgan Equity Premium Income ETF | $162.6K | 0.0% | 2,892 |
| VGTVanguard Information Tech ETF | $161.9K | 0.0% | 1,289 |
| FIDELITY COVINGTON TRUST | $158.1K | 0.0% | 3,507 |
| XLVState Street Health Care Select Sector SPDR ETF | $157.6K | 0.0% | 936 |
| STIPiShares 0-5 Year TIPS Bond ETF | $156.5K | 0.0% | 1,570 |
| DIMENSIONAL ETF TRUST | $156.1K | 0.0% | 4,149 |
| NEBIUS GROUP N.V. | $151.4K | 0.0% | 642 |
| CRWDCrowdStrike Holdings Inc | $149.6K | 0.0% | 565 |
| EDConsolidated Edison Inc | $149.3K | 0.0% | 1,461 |
| VZVerizon Communications Inc | $148.5K | 0.0% | 3,237 |
| AMGNAmgen Inc | $142.9K | 0.0% | 339 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $141.1K | 0.0% | 2,790 |
| DOVDover Corp | $140.3K | 0.0% | 750 |
| IWSiShares Russell Mid-cap Value ETF | $138.5K | 0.0% | 861 |
| IBMInternational Business Machines Corp | $133.6K | 0.0% | 608 |
| UNHUnitedHealth Group Inc | $133.6K | 0.0% | 364 |
| PROSHARES TR | $132.9K | 0.0% | 3,517 |
| FPEFirst Trust Preferred Securities and Income ETF ETF | $130K | 0.0% | 7,626 |
| DYNEX CAP INC | $129.4K | 0.0% | 11,618 |
| EPDEnterprise Products Partners L.P | $128K | 0.0% | 3,594 |
| FNDESchwab Fundamental Emerging Markets Equity ETF | $126.2K | 0.0% | 3,013 |
| XLFState Street Financial Select Sector SPDR ETF | $122.6K | 0.0% | 2,297 |
| AORiShares Core 60/40 Balanced Allocation ETF | $120.7K | 0.0% | 1,762 |
| KOCoca-Cola Co | $116.6K | 0.0% | 1,354 |
| EGPEastgroup Properties Inc | $116.5K | 0.0% | 590 |
| PMPhilip Morris International Inc | $116.5K | 0.0% | 610 |
| MMM3M Co | $116.4K | 0.0% | 709 |
| TTCToro Co | $115.4K | 0.0% | 1,197 |
| AOAiShares Core Aggressive Allocation Fund | $115K | 0.0% | 1,182 |
| SHLDGlobal X Defense Tech ETF | $114.4K | 0.0% | 1,904 |
| SBUXStarbucks Corp | $112.2K | 0.0% | 1,194 |
| LMTLockheed Martin Corp | $111K | 0.0% | 218 |
| EBAYeBay Inc | $108.3K | 0.0% | 1,021 |
| UUnity Software Inc | $107.6K | 0.0% | 2,628 |
| IOTSamsara Inc | $107K | 0.0% | 2,805 |
| GWREGuidewire Software Inc | $106.5K | 0.0% | 747 |
| AMERICAN CENTY ETF TR | $106.2K | 0.0% | 1,206 |
| VISVanguard Industrials ETF | $105.2K | 0.0% | 328 |
| BIVVanguard Intermediate-Term Bond ETF | $104.9K | 0.0% | 1,440 |
| BXPBXP Inc | $104.8K | 0.0% | 1,715 |
| MTCHMatch Group Inc | $104.3K | 0.0% | 2,597 |
| IJHiShares Core S&P Mid-Cap ETF | $100.4K | 0.0% | 1,395 |
| DHRDanaher Corp | $100.1K | 0.0% | 452 |
| WMTWalmart Inc | $99.6K | 0.0% | 958 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $98.6K | 0.0% | 1,098 |
| TEAMAtlassian Corp | $97.7K | 0.0% | 545 |
| DELLDell Technologies Inc | $96.3K | 0.0% | 179 |
| TTANServiceTitan Inc | $93.6K | 0.0% | 1,422 |
| NNNNNN REIT Inc | $93.1K | 0.0% | 2,266 |
| FFIVF5 Inc | $93K | 0.0% | 209 |
| QCOMQualcomm Inc | $92.8K | 0.0% | 504 |
| OXYOccidental Petroleum Corp | $92.4K | 0.0% | 1,670 |
| REETiShares Trust iShares Global REIT ETF | $91.7K | 0.0% | 3,558 |
| WDAYWorkday Inc | $91.6K | 0.0% | 481 |
| MRSHMarsh & McLennan Companies Inc | $91K | 0.0% | 533 |
| EMREmerson Electric Co | $90.7K | 0.0% | 585 |
| AMLPAlerian MLP ETF | $89.9K | 0.0% | 1,733 |
| WISDOMTREE INC | $88.3K | 0.0% | 3,635 |
| COINCoinbase Global Inc | $88.2K | 0.0% | 473 |
| QRVOQorvo Inc | $87.7K | 0.0% | 766 |
| ABNBAirbnb Inc | $87.6K | 0.0% | 545 |
| PRFInvesco FTSE RAFI US 1000 ETF | $87.6K | 0.0% | 1,609 |
| KRCKilroy Realty Corp | $87K | 0.0% | 2,615 |
| CICigna Group | $87K | 0.0% | 320 |
| AMERICAN CENTY ETF TR | $87K | 0.0% | 884 |
| IWRiShares Russell Mid-Cap ETF | $86.9K | 0.0% | 814 |
| BMYBristol-Myers Squibb Co | $86.9K | 0.0% | 1,392 |
| ITWIllinois Tool Works Inc | $86.2K | 0.0% | 335 |
| DRIDarden Restaurants Inc | $85.4K | 0.0% | 442 |
| BBYBest Buy Co Inc | $85K | 0.0% | 963 |
| XBIState Street SPDR S&P Biotech ETF | $84.7K | 0.0% | 537 |
| RPMRPM International Inc | $84.6K | 0.0% | 857 |
| ESSEssex Property Trust Inc | $84.1K | 0.0% | 312 |
| TXNTexas Instruments Inc | $83.7K | 0.0% | 299 |
| GDGeneral Dynamics Corp | $83.6K | 0.0% | 252 |
| KHCKraft Heinz Co | $83K | 0.0% | 3,654 |
| GEGeneral Electric Co | $82.4K | 0.0% | 264 |
| SCZiShares MSCI EAFE Small-Cap ETF | $82.4K | 0.0% | 976 |
| DIGITALOCEAN HLDGS INC | $82.2K | 0.0% | 616 |
| CCKCrown Holdings Inc | $82.1K | 0.0% | 779 |
| MDLZMondelez International Inc | $82.1K | 0.0% | 1,420 |
| COCA-COLA EUROPACIFIC PARTNE | $81.4K | 0.0% | 800 |
| NDSNNordson Corp | $80.7K | 0.0% | 246 |
| ILMNIllumina Inc | $79.9K | 0.0% | 292 |
| MANManpowerGroup Inc | $79.8K | 0.0% | 1,435 |
| LOWLowe's Companies Inc | $79.4K | 0.0% | 431 |
| IWPiShares Russell Midcap Growth ETF | $79.3K | 0.0% | 576 |
| SNASnap-On Inc | $78.5K | 0.0% | 216 |
| VTWOVanguard Russell 2000 ETF | $78.5K | 0.0% | 699 |
| WSTWest Pharmaceutical Services Inc | $78.2K | 0.0% | 211 |
| SYFSynchrony Financial | $77.9K | 0.0% | 1,098 |
| CHUBB LIMITED | $77.7K | 0.0% | 239 |
| TMOThermo Fisher Scientific Inc | $77.6K | 0.0% | 115 |
| MSIMotorola Solutions Inc | $77.6K | 0.0% | 174 |
| LAMRLamar Advertising Co | $77.2K | 0.0% | 536 |
| MSMorgan Stanley | $77.1K | 0.0% | 410 |
| EPREPR Properties | $76.7K | 0.0% | 1,367 |
| 10X GENOMICS INC | $76.3K | 0.0% | 844 |
| AYIAcuity Inc | $75.9K | 0.0% | 245 |
| VANGUARD BD INDEX FDS | $75.7K | 0.0% | 1,528 |
| MTDMettler-toledo International Inc | $75.5K | 0.0% | 50 |
| ROKRockwell Automation Inc | $74.9K | 0.0% | 172 |
| SHYGiShares 0-5 Year High Yield Corporate Bond ETF | $74.8K | 0.0% | 1,814 |
| TAT&T Inc | $74.8K | 0.0% | 3,067 |
| AJGArthur J. Gallagher & Co. | $74.6K | 0.0% | 327 |
| LRCXLam Research Corp | $74.2K | 0.0% | 226 |
| EXPEExpedia Group Inc | $74.2K | 0.0% | 282 |
| BOTZGLOBAL X FDS | $74.2K | 0.0% | 2,105 |
| SPDR INDEX SHS FDS | $74K | 0.0% | 855 |
| ROKURoku Inc | $73.9K | 0.0% | 485 |
| CNCCentene Corp | $73.1K | 0.0% | 1,176 |
| ROSTRoss Stores Inc | $72.6K | 0.0% | 311 |
| PFEPfizer Inc | $72.5K | 0.0% | 2,541 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $71.3K | 0.0% | 819 |
| OHIOmega Healthcare Investors, Inc | $70.9K | 0.0% | 1,530 |
| KMIKinder Morgan Inc | $70.7K | 0.0% | 2,346 |
| INVESCO EXCH TRADED FD TR II | $70.5K | 0.0% | 3,162 |
| MDBMongoDB Inc | $70.1K | 0.0% | 201 |
| IQVIQVIA Holdings Inc | $69.9K | 0.0% | 260 |
| MNSTMonster Beverage Corp | $69.8K | 0.0% | 1,678 |
| VOOGVanguard S&P 500 Growth ETF | $69.8K | 0.0% | 816 |
| NFLXNetflix Inc | $69.7K | 0.0% | 1,001 |
| GEVGE Vernova Inc | $69.5K | 0.0% | 73 |
| CUZCousins Properties Inc | $69.2K | 0.0% | 2,503 |
| CUBECubeSmart | $68.8K | 0.0% | 1,830 |
| MHKMohawk Industries Inc | $68.3K | 0.0% | 548 |
| UHSUniversal Health Services Inc | $68.3K | 0.0% | 392 |
| MSMMSC Industrial Direct Co Inc | $68.3K | 0.0% | 552 |
| XLKState Street Technology Select Sector SPDR ETF | $67.7K | 0.0% | 346 |
| MASMasco Corp | $67.5K | 0.0% | 1,002 |
| AEEAmeren Corp | $67.5K | 0.0% | 679 |
| REYNReynolds Consumer Products Inc | $67.3K | 0.0% | 3,112 |
| AMHAmerican Homes 4 Rent | $67.3K | 0.0% | 2,213 |
| EWEdwards Lifesciences Corp | $67.2K | 0.0% | 779 |
| PCTYPaylocity Holding Corp | $67.2K | 0.0% | 471 |
| JOHNSON CONTROLS INTERNATION | $67K | 0.0% | 451 |
| FDNFirst Trust DJ Internet Index Fund | $66.9K | 0.0% | 232 |
| ADPAutomatic Data Processing Inc | $66.6K | 0.0% | 258 |
| AVNET INC | $66.6K | 0.0% | 666 |
| ATRAptargroup Inc | $66.2K | 0.0% | 546 |
| RDDTReddit Inc | $65.7K | 0.0% | 461 |
| CELLEBRITE DI LTD | $65.7K | 0.0% | 5,833 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $65.6K | 0.0% | 849 |
| MEDTRONIC PLC | $65.3K | 0.0% | 757 |
| TJXTJX Companies Inc | $65.2K | 0.0% | 493 |
| VYMIVanguard International High Dividend Yield ETF | $65.2K | 0.0% | 645 |
| EOGEOG Resources Inc | $65.2K | 0.0% | 473 |
| ANETArista Networks Inc | $65.1K | 0.0% | 320 |
| WSMWilliams-Sonoma Inc | $64.5K | 0.0% | 283 |
| USBUS Bancorp | $64.2K | 0.0% | 1,111 |
| ALLAllstate Corp | $63.9K | 0.0% | 288 |
| ADBEAdobe Inc | $63.8K | 0.0% | 266 |
| AMATApplied Materials Inc | $63.4K | 0.0% | 124 |
| PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF | $63.4K | 0.0% | 1,207 |
| BANK OF NY MELLON CORP | $63.2K | 0.0% | 437 |
| TDIVFirst Trust NASDAQ Technology Dividend Index Fund | $63.1K | 0.0% | 559 |
| NVENT ELEC PLC | $62.7K | 0.0% | 391 |
| ARWArrow Electronics Inc | $62.7K | 0.0% | 276 |
| NWSANews Corp | $62.4K | 0.0% | 2,179 |
| FTNTFortinet Inc | $62.4K | 0.0% | 349 |
| UNPUnion Pacific Corp | $62.3K | 0.0% | 229 |
| TKRTimken Co | $61.8K | 0.0% | 529 |
| NJRNew Jersey Resources Corp | $61.5K | 0.0% | 1,216 |
| NTAPNetApp Inc | $61.3K | 0.0% | 292 |
| HIWHighwoods Properties Inc | $60.8K | 0.0% | 2,094 |
| CFGCitizens Financial Group Inc | $60.7K | 0.0% | 952 |
| FXUFirst Trust Utilities AlphaDEX Fund | $60.4K | 0.0% | 1,376 |
| BLKBlackRock Inc | $60.3K | 0.0% | 57 |
| DGROiShares Core Dividend Growth ETF | $60.3K | 0.0% | 800 |
| VANECK ETF TRUST | $60.3K | 0.0% | 1,514 |
| MTBM&T Bank Corp | $60.1K | 0.0% | 276 |
| JAZZ PHARMACEUTICALS PLC | $60K | 0.0% | 259 |
| OGEOGE Energy Corp | $59.7K | 0.0% | 1,314 |
| CVSCVS Health Corp | $59.6K | 0.0% | 695 |
| IFRAiShares U.S. Infrastructure ETF | $59.4K | 0.0% | 1,080 |
| CMCSAComcast Corp | $59.4K | 0.0% | 2,729 |
| USHYiShares Broad USD High Yield Corporate Bond ETF | $59.4K | 0.0% | 1,662 |
| CRWVCoreWeave Inc | $59.2K | 0.0% | 680 |
| DOCUDocuSign Inc | $58.8K | 0.0% | 876 |
| PCORProcore Technologies, Inc. Common Stock | $58K | 0.0% | 1,122 |
| SWKSSkyworks Solutions Inc | $57.9K | 0.0% | 677 |
| SSNCSS&C Technologies Holdings Inc | $57.7K | 0.0% | 749 |
| ZIONZions Bancorporation NA | $57.5K | 0.0% | 918 |
| MOAltria Group Inc | $57.4K | 0.0% | 853 |
| CTASCintas Corp | $57.3K | 0.0% | 294 |
| FIRST TR EXCHANGE-TRADED FD | $57.2K | 0.0% | 2,053 |
| SHWSherwin-Williams Co | $57.2K | 0.0% | 177 |
| CRMSalesforce Inc | $57.2K | 0.0% | 249 |
| PPGPPG Industries Inc | $57.2K | 0.0% | 548 |
| FOXAFox Corp | $57.1K | 0.0% | 911 |
| STTState Street Corp | $56.9K | 0.0% | 326 |
| GMEDGlobus Medical Inc | $56.8K | 0.0% | 758 |
| ROUNDHILL ETF TRUST | $56.7K | 0.0% | 939 |
| FASTFastenal Co | $56.6K | 0.0% | 1,143 |
| CAGConagra Brands Inc | $56.5K | 0.0% | 4,207 |
| RHIRobert Half Inc | $56.5K | 0.0% | 1,538 |
| TDCTeradata Corp | $56.5K | 0.0% | 1,959 |
| NVSTEnvista Holdings Corp | $56.5K | 0.0% | 2,406 |
| PYPLPayPal Holdings Inc | $56.3K | 0.0% | 1,072 |
| BKNGBooking Holdings Inc | $56.2K | 0.0% | 345 |
| EFAViShares MSCI EAFE Min Vol Factor ETF | $55.9K | 0.0% | 614 |
| SONSonoco Products Co | $55K | 0.0% | 1,127 |
| XYZBlock Inc | $54.9K | 0.0% | 747 |
| DARDarling Ingredients Inc | $54.7K | 0.0% | 901 |
| CNH INDL N V | $54.7K | 0.0% | 4,255 |
| CFCF Industries Holdings Inc | $54.4K | 0.0% | 472 |
| CGNXCognex Corp | $54.1K | 0.0% | 892 |
| IBITiShares Bitcoin Trust ETF | $53.9K | 0.0% | 1,139 |
| AON PLC | $53.7K | 0.0% | 194 |
| JPSTJPMorgan Ultra-Short Income ETF | $53.7K | 0.0% | 1,066 |
| SOXXiShares Semiconductor ETF | $53.7K | 0.0% | 94 |
| DTDynatrace Inc | $53.6K | 0.0% | 929 |
| CREDO TECHNOLOGY GROUP HOLDI | $53.6K | 0.0% | 275 |
| EPAMEpam Systems Inc | $53.4K | 0.0% | 493 |
| TREXTrex Company Inc | $53.3K | 0.0% | 1,224 |
| SPDR SERIES TRUST | $53.1K | 0.0% | 513 |
| SNDKSandisk Corp | $52.2K | 0.0% | 30 |
| ELVElevance Health Inc | $52.1K | 0.0% | 134 |
| COPConocoPhillips | $52.1K | 0.0% | 416 |
| VICIVICI Properties Inc | $52.1K | 0.0% | 2,266 |
| DALDelta Air Lines Inc | $51.7K | 0.0% | 620 |
| DVADaVita Inc | $51.4K | 0.0% | 294 |
| OLEDUniversal Display Corp | $51.4K | 0.0% | 667 |
| DLTRDollar Tree Inc | $51.3K | 0.0% | 450 |
| CRUSCirrus Logic Inc | $51K | 0.0% | 425 |
| FHBFirst Hawaiian Inc | $50.8K | 0.0% | 2,062 |
| PAYCPaycom Software Inc | $50.7K | 0.0% | 233 |
| ETHGrayscale Ethereum Staking Mini ETF Shares | $50.3K | 0.0% | 1,974 |
| BIIBBiogen Inc | $50.1K | 0.0% | 222 |
| NUSHARES ETF TR | $49.9K | 0.0% | 1,028 |
| MIDDMiddleby Corp | $49.7K | 0.0% | 480 |
| DDOGDatadog Inc (Pre-Reincorporation) | $49.6K | 0.0% | 181 |
| SENSATA TECHNOLOGIES HLDG PL | $49.5K | 0.0% | 1,192 |
| SWKStanley Black & Decker Inc | $49.3K | 0.0% | 556 |
| ESEversource Energy | $49.2K | 0.0% | 767 |
| HRBH & R Block Inc | $48.9K | 0.0% | 1,197 |
| WFCWells Fargo & Co | $48.8K | 0.0% | 610 |
| AGNCAGNC Investment Corp | $48.7K | 0.0% | 5,372 |
| ISHARES INC | $48.6K | 0.0% | 1,718 |
| COFCapital One Financial Corp | $48.5K | 0.0% | 251 |
| RVTYRevvity Inc | $48.2K | 0.0% | 315 |
| SPGIS&P Global Inc | $48.1K | 0.0% | 122 |
| WWDWoodward Inc | $48K | 0.0% | 146 |
| SYYSysco Corp | $47.9K | 0.0% | 614 |
| NTRANatera Inc | $47.5K | 0.0% | 115 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $47.5K | 0.0% | 488 |
| XELXcel Energy Inc | $47.4K | 0.0% | 672 |
| VALMONT INDS INC | $47.2K | 0.0% | 102 |
| VXUSVanguard Total International Stock ETF | $47.2K | 0.0% | 555 |
| HCAHCA Healthcare Inc | $46.9K | 0.0% | 110 |
| DBXDropbox Inc | $46.1K | 0.0% | 1,363 |
| VVVanguard Large-Cap ETF | $46.1K | 0.0% | 131 |
| RKLBRocket Lab USA, Inc. | $46K | 0.0% | 660 |
| IRMIron Mountain Inc | $45.8K | 0.0% | 413 |
| EVRGEvergy Inc | $45.7K | 0.0% | 582 |
| APDAir Products and Chemicals Inc | $45.6K | 0.0% | 164 |
| VGSHVanguard Short-Term Treasury ETF | $45.6K | 0.0% | 792 |
| SJMJ.M. Smucker Co | $45.5K | 0.0% | 383 |
| GGGGraco Inc | $45.4K | 0.0% | 591 |
| GDDYGoDaddy Inc | $45.2K | 0.0% | 473 |
| SEICSEI Investments Co | $45K | 0.0% | 438 |
| GLPIGaming and Leisure Properties Inc | $45K | 0.0% | 1,184 |
| ZBHZimmer Biomet Holdings, Inc | $44.8K | 0.0% | 504 |
| UPSUnited Parcel Service Inc | $44.8K | 0.0% | 479 |
| FRFirst Industrial Realty Trust Inc | $44.7K | 0.0% | 751 |
| DIMENSIONAL ETF TRUST | $44.5K | 0.0% | 899 |
| MAAMid-America Apartment Communities Inc | $44.3K | 0.0% | 376 |
| SAICScience Applications International Corp | $44.1K | 0.0% | 346 |
| OTISOtis Worldwide Corp | $44.1K | 0.0% | 686 |
| LLoews Corp | $44.1K | 0.0% | 422 |
| CLHClean Harbors Inc | $44.1K | 0.0% | 142 |
| POSTPost Holdings Inc | $43.8K | 0.0% | 601 |
| GENPACT LIMITED | $43.6K | 0.0% | 1,339 |
| POPULAR INC | $43.5K | 0.0% | 280 |
| RSReliance Inc | $43.5K | 0.0% | 113 |
| VICRVicor Corp | $43.3K | 0.0% | 150 |
| ZMZoom Communications Inc | $43.3K | 0.0% | 477 |
| WINTRUST FINL CORP | $43.1K | 0.0% | 304 |
| STERIS PLC | $43.1K | 0.0% | 205 |
| IUSViShares Core S&P U.S. Value ETF | $42.3K | 0.0% | 384 |
| AVTRAvantor Inc | $42.2K | 0.0% | 2,803 |
| DFAEDimensional Emerging Core Equity Market ETF | $42.1K | 0.0% | 1,072 |
| PNWPinnacle West Capital Corp | $42K | 0.0% | 451 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $41.9K | 0.0% | 304 |
| AEPAmerican Electric Power Company Inc | $41.6K | 0.0% | 351 |
| AGNICO EAGLE MINES LTD | $41.6K | 0.0% | 227 |
| THGHanover Insurance Group Inc | $41.5K | 0.0% | 194 |
| PAYXPaychex Inc | $41.5K | 0.0% | 421 |
| SPOTIFY TECHNOLOGY S A | $41.4K | 0.0% | 85 |
| AIGAmerican International Group Inc | $41.4K | 0.0% | 556 |
| APPLIED DIGITAL CORP | $41.2K | 0.0% | 1,689 |
| FISVFiserv Inc | $41K | 0.0% | 908 |
| GPCGenuine Parts Co | $40.9K | 0.0% | 325 |
| RNGRingCentral Inc | $40.8K | 0.0% | 546 |
| PEOPLE INC | $40.8K | 0.0% | 972 |
| NTRSNorthern Trust Corp | $40.5K | 0.0% | 239 |
| EXCExelon Corp | $40.2K | 0.0% | 995 |
| ASSURED GUARANTY LTD | $40.1K | 0.0% | 592 |
| FLEXSHARES TR | $39.4K | 0.0% | 662 |
| WCCWesco International Inc | $39.2K | 0.0% | 109 |
| REGRegency Centers Corp | $38.7K | 0.0% | 539 |
| COLBColumbia Banking System Inc | $38.7K | 0.0% | 1,352 |
| FDSFactset Research Systems Inc | $38.6K | 0.0% | 143 |
| LINDE PLC | $38K | 0.0% | 80 |
| ALLEGION PLC | $37.8K | 0.0% | 246 |
| ALLYAlly Financial Inc | $37.8K | 0.0% | 1,005 |
| XLIState Street Industrial Select Sector SPDR ETF | $37.6K | 0.0% | 225 |
| WECWEC Energy Group Inc | $37.3K | 0.0% | 371 |
| FERROVIAL NV | $37.3K | 0.0% | 689 |
| CNACNA Financial Corp | $37.2K | 0.0% | 829 |
| ADT INC DEL | $37.1K | 0.0% | 6,094 |
| CPRTCopart Inc | $36.7K | 0.0% | 1,344 |
| EVERPURE INC | $36.5K | 0.0% | 279 |
| YETIYeti Holdings Inc | $36.4K | 0.0% | 888 |
| SOSouthern Co | $36.1K | 0.0% | 435 |
| ULTAUlta Beauty Inc | $36K | 0.0% | 66 |
| DIMENSIONAL ETF TRUST | $35.9K | 0.0% | 437 |
| HUBSHubSpot Inc | $35.9K | 0.0% | 175 |
| PGRProgressive Corp | $35.9K | 0.0% | 173 |
| BURLBurlington Stores Inc | $35.8K | 0.0% | 134 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $35.6K | 0.0% | 70 |
| CGGOCapital Group Global Growth Equity ETF | $35.6K | 0.0% | 894 |
| AVUVAvantis U.S. Small Cap Value ETF | $35.5K | 0.0% | 301 |
| FLOFlowers Foods Inc | $35.4K | 0.0% | 6,384 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $35.4K | 0.0% | 670 |
| COPA HOLDINGS SA | $35.1K | 0.0% | 266 |
| CRICarter's Inc | $35K | 0.0% | 1,117 |
| GWWWW Grainger Inc | $34.9K | 0.0% | 28 |
| BSXBoston Scientific Corp | $34.9K | 0.0% | 799 |
| VRSNVeriSign, Inc | $34.7K | 0.0% | 123 |
| DXCMDexcom Inc | $34.6K | 0.0% | 401 |
| FLOTiShares Floating Rate Bond ETF | $34.4K | 0.0% | 674 |
| VVVValvoline Inc. Common Stock | $34.4K | 0.0% | 1,140 |
| CPTCamden Property Trust | $34.2K | 0.0% | 354 |
| ISHARES TR | $34.2K | 0.0% | 544 |
| VLOValero Energy Corp | $34.1K | 0.0% | 88 |
| METMetLife Inc | $34.1K | 0.0% | 362 |
| UALUnited Airlines Holdings Inc | $33.6K | 0.0% | 303 |
| DEDeere & Co | $33.6K | 0.0% | 50 |
Quarter ending 2026-09-30.
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