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Gilpin Wealth Management, LLC Portfolio
$147.3M across 500 positions as of 2026-09-30, with 27% 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
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 3
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.2% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +14.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.1% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| NVDANVIDIA Corp | $5.9M | 4.0% | 25,656 |
| FTNTFortinet Inc | $4.9M | 3.3% | 27,193 |
| VTIVanguard Total Stock Market ETF | $4.4M | 3.0% | 11,631 |
| AAPLApple Inc | $4.2M | 2.8% | 12,590 |
| IVViShares Core S&P 500 ETF | $4.1M | 2.8% | 5,300 |
| VXFVanguard Extended Market ETF | $3.7M | 2.5% | 15,764 |
| SPDR SERIES TRUST | $3.4M | 2.3% | 110,381 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $3.3M | 2.2% | 35,773 |
| MSFTMicrosoft Corp | $3.1M | 2.1% | 6,018 |
| GOOGLAlphabet Inc | $2.9M | 2.0% | 8,504 |
| SPDR SERIES TRUST | $2.6M | 1.8% | 43,270 |
| VLUEiShares MSCI USA Value Factor ETF | $2.5M | 1.7% | 12,565 |
| AMZNAmazon.com Inc | $2.5M | 1.7% | 9,983 |
| SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF | $2.5M | 1.7% | 76,205 |
| JPMJPMorgan Chase & Co | $2.4M | 1.6% | 7,320 |
| ISHARES TR | $2.3M | 1.6% | 57,348 |
| BINCiShares Flexible Income Active ETF | $2.2M | 1.5% | 44,164 |
| JPSTJPMorgan Ultra-Short Income ETF | $1.9M | 1.3% | 37,554 |
| SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF | $1.9M | 1.3% | 63,481 |
| DGROiShares Core Dividend Growth ETF | $1.7M | 1.2% | 22,740 |
| ETEnergy Transfer LP | $1.7M | 1.2% | 86,007 |
| AMGNAmgen Inc | $1.7M | 1.1% | 4,013 |
| GOOGAlphabet Inc | $1.6M | 1.1% | 4,622 |
| EPDEnterprise Products Partners L.P | $1.5M | 1.0% | 42,144 |
| SCHDSchwab US Dividend Equity ETF | $1.5M | 1.0% | 46,105 |
| IWBiShares Russell 1000 ETF | $1.5M | 1.0% | 3,596 |
| BRK.BBerkshire Hathaway Inc | $1.4M | 1.0% | 2,845 |
| WFCWells Fargo & Co | $1.4M | 1.0% | 17,608 |
| CWBSPDR Bloomberg Convertible Securities ETF | $1.4M | 1.0% | 13,908 |
| IJHiShares Core S&P Mid-Cap ETF | $1.3M | 0.9% | 18,747 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1.3M | 0.9% | 14,513 |
| IEFAiShares Core MSCI EAFE ETF | $1.3M | 0.9% | 13,320 |
| FIRST TR EXCHANGE-TRADED FD | $1.3M | 0.9% | 65,182 |
| VOOVanguard S&P 500 ETF | $1.2M | 0.8% | 1,760 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $1.2M | 0.8% | 24,010 |
| CSCOCisco Systems Inc | $1.2M | 0.8% | 11,082 |
| IEFiShares 7-10 Year Treasury Bond ETF | $1.2M | 0.8% | 13,046 |
| IEMGiShares Core MSCI Emerging Markets ETF | $1.1M | 0.7% | 13,290 |
| VCSHVanguard Short-Term Corporate Bond ETF | $1.1M | 0.7% | 13,872 |
| SCHWAB STRATEGIC TR | $1M | 0.7% | 43,250 |
| TSLATesla Inc | $1M | 0.7% | 2,887 |
| SCHBSchwab U.S. Broad Market ETF | $1M | 0.7% | 34,174 |
| VVisa Inc | $981.8K | 0.7% | 2,732 |
| TLHiShares 10-20 Year Treasury Bond ETF | $972.1K | 0.7% | 10,547 |
| JEPIJPMorgan Equity Premium Income ETF | $904.4K | 0.6% | 16,087 |
| GDXVanEck Gold Miners ETF | $885.5K | 0.6% | 10,085 |
| ISHARES TR | $877.8K | 0.6% | 14,255 |
| PLTRPalantir Technologies Inc | $864.9K | 0.6% | 4,624 |
| ISHARES TR | $852.8K | 0.6% | 17,497 |
| IWMiShares Russell 2000 Index Fund | $841.5K | 0.6% | 3,028 |
| KLACKLA Corp | $832.9K | 0.6% | 4,273 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $825.4K | 0.6% | 1,623 |
| RTXRTX Corp | $815.9K | 0.6% | 4,395 |
| VWOVanguard FTSE Emerging Markets ETF | $812.8K | 0.6% | 13,704 |
| PJPInvesco Pharmaceuticals ETF | $803.2K | 0.5% | 6,514 |
| COPConocoPhillips | $764.5K | 0.5% | 6,109 |
| CVXChevron Corp | $756.4K | 0.5% | 3,704 |
| EMREmerson Electric Co | $752.9K | 0.5% | 4,854 |
| AMDAdvanced Micro Devices Inc | $733.5K | 0.5% | 1,199 |
| WMWaste Management Inc | $706K | 0.5% | 3,462 |
| SPDR SERIES TRUST | $684.2K | 0.5% | 3,599 |
| SCHASchwab U.S. Small-Cap ETF | $676.1K | 0.5% | 20,720 |
| VANECK MERK GOLD ETF | $669.1K | 0.5% | 16,769 |
| VUGVanguard Growth ETF | $662.8K | 0.4% | 7,355 |
| WISDOMTREE TR | $625.4K | 0.4% | 27,955 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $609.3K | 0.4% | 9,666 |
| ORCLOracle Corp | $602.1K | 0.4% | 4,385 |
| VBRVanguard Small-Cap Value ETF | $579.9K | 0.4% | 2,510 |
| SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | $570.9K | 0.4% | 14,069 |
| DISWalt Disney Co | $565K | 0.4% | 5,386 |
| USMViShares MSCI USA Min Vol Factor ETF | $562.2K | 0.4% | 5,770 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $524.1K | 0.4% | 9,914 |
| LRCXLam Research Corp | $507.5K | 0.3% | 1,545 |
| URIUnited Rentals Inc | $500.4K | 0.3% | 500 |
| FRANKLIN PREMIER INCOME TR | $468.3K | 0.3% | 142,762 |
| SYKStryker Corp | $460.3K | 0.3% | 1,671 |
| SCHFSchwab International Equity ETF | $459.5K | 0.3% | 16,729 |
| SPGIS&P Global Inc | $455.2K | 0.3% | 1,154 |
| MTZMasTec Inc | $435.8K | 0.3% | 2,040 |
| BANK OF NY MELLON CORP | $429.4K | 0.3% | 2,969 |
| IWRiShares Russell Mid-Cap ETF | $426.8K | 0.3% | 4,000 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $425.9K | 0.3% | 3,460 |
| ULUnilever PLC | $416.7K | 0.3% | 6,861 |
| SCHXSchwab U.S. Large-Cap ETF | $410.3K | 0.3% | 13,675 |
| IQVIQVIA Holdings Inc | $392.5K | 0.3% | 1,460 |
| BDXBecton Dickinson and Co | $368.7K | 0.3% | 2,060 |
| SMDVPROSHARES TR | $368.4K | 0.3% | 5,136 |
| PEPPepsiCo Inc | $368.1K | 0.2% | 2,905 |
| VEAVanguard FTSE Developed Markets ETF | $361.9K | 0.2% | 5,125 |
| OUTLOOK THERAPEUTICS INC | $358.4K | 0.2% | 625,000 |
| SCHESchwab Emerging Markets Equity ETF | $355.8K | 0.2% | 9,760 |
| VRTVertiv Holdings Co | $351.3K | 0.2% | 1,456 |
| PIMCO DYNAMIC INCOME FD | $348.4K | 0.2% | 24,829 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $344.9K | 0.2% | 4,406 |
| WISDOMTREE TR | $343.4K | 0.2% | 15,235 |
| VEEVVeeva Systems Inc | $342K | 0.2% | 1,198 |
| SPCXSpace Exploration Technologies Corp | $340.6K | 0.2% | 2,258 |
| VNQVanguard Real Estate ETF | $340.6K | 0.2% | 3,800 |
| GILDGilead Sciences, Inc | $340.3K | 0.2% | 2,283 |
| HIGHLAND OPPS & INCOME FD | $334.7K | 0.2% | 50,251 |
| QCOMQualcomm Inc | $328.9K | 0.2% | 1,787 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $316.8K | 0.2% | 6,120 |
| STRLSterling Infrastructure Inc | $296.5K | 0.2% | 603 |
| AIRRFirst Trust RBA American Industrial Renaissance ETF | $292.1K | 0.2% | 2,829 |
| INNOVATOR ETFS TRUST | $291.9K | 0.2% | 7,495 |
| HDHome Depot Inc | $289.3K | 0.2% | 1,017 |
| XOMExxonmobil Holdings Corp | $284.2K | 0.2% | 1,746 |
| CMICummins Inc | $284.1K | 0.2% | 550 |
| CORE SCIENTIFIC INC NEW | $274.6K | 0.2% | 17,187 |
| IWSiShares Russell Mid-cap Value ETF | $273.3K | 0.2% | 1,700 |
| INNOVATOR ETFS TRUST | $262.8K | 0.2% | 7,520 |
| REGLProShares S&P MidCap 400 Dividend Aristocrats ETF | $259.4K | 0.2% | 3,000 |
| MEDPMedpace Holdings Inc | $251.5K | 0.2% | 403 |
| BNDVanguard Total Bond Market ETF | $249.3K | 0.2% | 3,554 |
| MTUMiShares MSCI USA Momentum Factor ETF | $245.3K | 0.2% | 773 |
| VTVVanguard Value ETF | $238.1K | 0.2% | 1,102 |
| MEDTRONIC PLC | $237.9K | 0.2% | 2,757 |
| TXNTexas Instruments Inc | $235.6K | 0.2% | 841 |
| ABBVAbbVie Inc | $233.6K | 0.2% | 893 |
| INTCIntel Corp | $227K | 0.2% | 1,888 |
| TLTiShares 20+ Year Treasury Bond ETF | $223.1K | 0.2% | 2,868 |
| AMATApplied Materials Inc | $220.4K | 0.1% | 431 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $220.2K | 0.1% | 4,070 |
| TIPiShares TIPS Bond ETF | $219.7K | 0.1% | 2,112 |
| INNOVATOR ETFS TRUST | $218.3K | 0.1% | 8,125 |
| CRMSalesforce Inc | $212.6K | 0.1% | 926 |
| SCHWCharles Schwab Corp | $210.4K | 0.1% | 2,153 |
| USBUS Bancorp | $209.4K | 0.1% | 3,626 |
| PGProcter & Gamble Co | $209.1K | 0.1% | 1,439 |
| DFSVDimensional ETF Trust Dimensional US Small Cap Value ETF | $202.2K | 0.1% | 5,397 |
| XBIState Street SPDR S&P Biotech ETF | $200.7K | 0.1% | 1,273 |
| BCCBoise Cascade Co | $197.6K | 0.1% | 2,665 |
| AORiShares Core 60/40 Balanced Allocation ETF | $196.6K | 0.1% | 2,869 |
| NOWServiceNow Inc | $194K | 0.1% | 1,448 |
| ISHARES TR | $193.1K | 0.1% | 3,070 |
| WMTWalmart Inc | $191K | 0.1% | 1,838 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $190.4K | 0.1% | 1,863 |
| XPLR INFRASTRUCTURE LP | $189.6K | 0.1% | 18,106 |
| AGXArgan Inc | $187.5K | 0.1% | 496 |
| TEXTerex Corp | $186.7K | 0.1% | 3,550 |
| EFAiShares MSCI EAFE ETF | $185.5K | 0.1% | 1,786 |
| CEGConstellation Energy Corp | $183.1K | 0.1% | 721 |
| FRANKLIN TEMPLETON ETF TR | $182.2K | 0.1% | 9,379 |
| LMBSFirst Trust Low Duration Opportunities ETF | $182K | 0.1% | 3,755 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $180.4K | 0.1% | 2,604 |
| GPIQGoldman Sachs Nasdaq-100 Premium Income ETF | $178.8K | 0.1% | 3,084 |
| TGTTarget Corp | $174.8K | 0.1% | 1,115 |
| VGKVanguard FTSEEuropean ETF | $171.4K | 0.1% | 1,975 |
| ICEIntercontinental Exchange Inc | $170K | 0.1% | 1,118 |
| ELVElevance Health Inc | $165.6K | 0.1% | 426 |
| TJXTJX Companies Inc | $160.9K | 0.1% | 1,216 |
| SPYState Street SPDR S&P 500 ETF Trust | $159.4K | 0.1% | 209 |
| GLDSPDR Gold Shares | $159.2K | 0.1% | 418 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $159K | 0.1% | 1,581 |
| BAIiShares A.I. Innovation and Tech Active ETF | $156.4K | 0.1% | 3,314 |
| TFCTruist Financial Corp | $154.1K | 0.1% | 3,328 |
| VANECK ETF TRUST | $153.4K | 0.1% | 7,000 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $153.4K | 0.1% | 4,270 |
| IJRiShares Core S&P Small-Cap ETF | $152.1K | 0.1% | 1,118 |
| GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $151.4K | 0.1% | 855 |
| DVYISHARES TR | $140.7K | 0.1% | 925 |
| DHID.R. Horton Inc | $137.6K | 0.1% | 1,007 |
| ABTAbbott Laboratories | $137.6K | 0.1% | 1,392 |
| AEPAmerican Electric Power Company Inc | $136.8K | 0.1% | 1,153 |
| GSGoldman Sachs Group Inc | $135.1K | 0.1% | 150 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $132.6K | 0.1% | 1,286 |
| BTCGRAYSCALE BITCOIN MINI TR ET | $131.2K | 0.1% | 3,550 |
| EFViShares MSCI EAFE Value ETF | $127.4K | 0.1% | 1,610 |
| PANWPalo Alto Networks Inc | $126.7K | 0.1% | 319 |
| IDViShares International Select Dividend ETF | $126.6K | 0.1% | 3,000 |
| FLOWSERVE CORP | $121.7K | 0.1% | 1,665 |
| MATSON INC | $120.6K | 0.1% | 549 |
| INVESCO EXCHANGE TRADED FD T | $120.1K | 0.1% | 9,425 |
| INNOVATOR ETFS TRUST | $118K | 0.1% | 3,900 |
| BMYBristol-Myers Squibb Co | $117.8K | 0.1% | 1,888 |
| HELOJPMorgan Hedged Equity Laddered Overlay ETF | $117K | 0.1% | 1,691 |
| NOCNorthrop Grumman Corp | $115.6K | 0.1% | 239 |
| MCDMcDonald's Corp | $115.5K | 0.1% | 500 |
| DFAEDimensional Emerging Core Equity Market ETF | $115.1K | 0.1% | 2,928 |
| MTBM&T Bank Corp | $113.8K | 0.1% | 523 |
| ISHARES TR | $113.7K | 0.1% | 800 |
| JNJJohnson & Johnson | $111.7K | 0.1% | 422 |
| VANGUARD MALVERN FDS | $111K | 0.1% | 1,500 |
| LLYEli Lilly and Co | $109.9K | 0.1% | 95 |
| CCJCameco Corp | $107.8K | 0.1% | 1,244 |
| VGLTVanguard Long-Term Treasury ETF | $106.2K | 0.1% | 2,119 |
| XLEState Street Energy Select Sector SPDR ETF | $105.1K | 0.1% | 1,709 |
| RSPInvesco S&P 500 Equal Weight ETF | $104K | 0.1% | 500 |
| SPDR SERIES TRUST | $103.5K | 0.1% | 4,245 |
| VBVanguard Small-Cap ETF | $101.8K | 0.1% | 358 |
| METAMeta Platforms Inc | $100.1K | 0.1% | 138 |
| BSVVanguard Short-Term Bond ETF | $98.6K | 0.1% | 1,291 |
| IJTiShares S&P SmallCap 600 Growth ETF | $97.8K | 0.1% | 610 |
| CHUBB LIMITED | $97.6K | 0.1% | 300 |
| EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | $94.4K | 0.1% | 1,039 |
| AMLPAlerian MLP ETF | $93.5K | 0.1% | 1,803 |
| SBUXStarbucks Corp | $93.5K | 0.1% | 995 |
| GEGeneral Electric Co | $93.5K | 0.1% | 299 |
| NSCNorfolk Southern Corp | $93K | 0.1% | 301 |
| MRKMerck & Co Inc | $92.7K | 0.1% | 638 |
| GMO ETF TRUST | $92.3K | 0.1% | 2,329 |
| SLBSLB NV | $90.7K | 0.1% | 1,862 |
| DIMENSIONAL ETF TRUST | $87.9K | 0.1% | 1,220 |
| BACBank of America Corp | $85.3K | 0.1% | 1,567 |
| MUMicron Technology Inc | $79.9K | 0.1% | 75 |
| ACCENTURE PLC IRELAND | $79.4K | 0.1% | 433 |
| EMLPFirst Trust North American Energy Infrastructure Fund | $79.2K | 0.1% | 1,931 |
| MPCMarathon Petroleum Corp | $79.1K | 0.1% | 200 |
| COSTCostco Wholesale Corp | $75.6K | 0.1% | 83 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $73.8K | 0.1% | 1,205 |
| FANGDiamondback Energy Inc | $73.5K | 0.0% | 400 |
| BLACKROCK ETF TRUST | $72.9K | 0.0% | 2,441 |
| FIRST TR EXCHANGE TRADED FD | $72.2K | 0.0% | 3,060 |
| KMBKimberly-Clark Corp | $72.1K | 0.0% | 740 |
| FISVFiserv Inc | $68.9K | 0.0% | 1,525 |
| AMTAmerican Tower Corp | $67.8K | 0.0% | 414 |
| VOOVVanguard S&P 500 Value ETF | $66.1K | 0.0% | 300 |
| SCHWAB STRATEGIC TR | $65.5K | 0.0% | 1,925 |
| TDToronto-Dominion Bank | $64.6K | 0.0% | 550 |
| IVWiShares S&P 500 Growth ETF | $64.6K | 0.0% | 454 |
| OMCOmnicom Group Inc | $62.9K | 0.0% | 854 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $62K | 0.0% | 136 |
| INNOVATOR ETFS TRUST | $60.4K | 0.0% | 1,500 |
| KOCoca-Cola Co | $57.6K | 0.0% | 669 |
| OUTLOOK THERAPEUTICS INCcall | $57.4K | 0.0% | 100,000 |
| GEVGE Vernova Inc | $56.1K | 0.0% | 59 |
| NVONovo Nordisk A/S | $54.9K | 0.0% | 1,448 |
| RIORio Tinto PLC | $53.6K | 0.0% | 569 |
| CARNIVAL CORP LTD | $51.8K | 0.0% | 2,109 |
| AVGOBroadcom Inc | $51.3K | 0.0% | 146 |
| BSJUInvesco BulletShares 2030 High Yield Corporate Bond ETF | $50.8K | 0.0% | 2,044 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $49.5K | 0.0% | 2,075 |
| FORGENT POWER SOLUTIONS INC | $48.7K | 0.0% | 1,300 |
| ECFEllsworth Growth and Income Fund Ltd. | $46.9K | 0.0% | 4,000 |
| XELXcel Energy Inc | $44.1K | 0.0% | 626 |
| GPIXGoldman Sachs S&P 500 Premium Income ETF | $43.5K | 0.0% | 779 |
| UNPUnion Pacific Corp | $43.3K | 0.0% | 159 |
| FIRST TR EXCHANGE-TRADED FD | $41.9K | 0.0% | 446 |
| INNOVATOR ETFS TRUST | $39.4K | 0.0% | 1,000 |
| BLACKROCK ETF TRUST | $39.3K | 0.0% | 803 |
| INNOVATOR ETFS TRUST | $37.9K | 0.0% | 1,840 |
| ISHARES TR | $36.9K | 0.0% | 1,423 |
| NKENike Inc | $36.6K | 0.0% | 1,034 |
| CRWVCoreWeave Inc | $36.2K | 0.0% | 416 |
| PRINCIPAL EXCHANGE TRADED FD | $36K | 0.0% | 1,000 |
| PLDPrologis Inc | $35.1K | 0.0% | 270 |
| TAT&T Inc | $34.7K | 0.0% | 1,421 |
| CPCanadian Pacific Kansas City Ltd | $34K | 0.0% | 400 |
| BALLBall Corp | $34K | 0.0% | 607 |
| INNOVATOR ETFS TRUST | $32.2K | 0.0% | 1,600 |
| BLACKROCK ETF TRUST | $31.4K | 0.0% | 865 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $31.3K | 0.0% | 400 |
| ONON Semiconductor Corp | $30.9K | 0.0% | 402 |
| COHEN & STEERS REAL ESTATE O | $30.9K | 0.0% | 2,231 |
| IBITiShares Bitcoin Trust ETF | $29.4K | 0.0% | 622 |
| VGTVanguard Information Tech ETF | $29.2K | 0.0% | 232 |
| MAINMain Street Capital Corp | $28.6K | 0.0% | 520 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $28.3K | 0.0% | 500 |
| ASML HLDG NV | $27.2K | 0.0% | 15 |
| EEMiShares MSCI Emerging Index Fund | $26.7K | 0.0% | 400 |
| SCHHSchwab U.S. REIT ETF | $26.4K | 0.0% | 1,200 |
| BAUSCH PLUS LOMB CORP | $25.6K | 0.0% | 1,504 |
| AMCOR PLC | $25.5K | 0.0% | 608 |
| IVEiShares S&P 500 Value ETF | $25.1K | 0.0% | 110 |
| BNY MELLON STRATEGIC MUNS IN | $25K | 0.0% | 4,500 |
| HOGHarley-Davidson Inc | $24.4K | 0.0% | 1,000 |
| FLOTiShares Floating Rate Bond ETF | $24K | 0.0% | 471 |
| KMIKinder Morgan Inc | $23.7K | 0.0% | 786 |
| ENBEnbridge Inc | $23.3K | 0.0% | 502 |
| INNOVATOR ETFS TRUST | $23.2K | 0.0% | 500 |
| BBVABanco Bilbao Vizcaya Argentaria SA | $22.9K | 0.0% | 822 |
| BLACKROCK ETF TRUST II | $22.6K | 0.0% | 452 |
| ISHARES TR | $22.4K | 0.0% | 266 |
| SCHZSchwab US Aggregate Bond ETF | $21.9K | 0.0% | 990 |
| VYMVanguard High Dividend Yield ETF | $21.7K | 0.0% | 140 |
| SHOPShopify Inc | $21.5K | 0.0% | 145 |
| HALHalliburton Co | $21K | 0.0% | 661 |
| BABoeing Co | $20.7K | 0.0% | 111 |
| KEYKeyCorp | $20.6K | 0.0% | 1,025 |
| IEURiShares Core MSCI Europe ETF | $20.5K | 0.0% | 278 |
| SONYSony Group Corp | $19.9K | 0.0% | 847 |
| INNOVATOR ETFS TRUST | $19.5K | 0.0% | 900 |
| ORealty Income Corp | $19.1K | 0.0% | 351 |
| KYNKayne Anderson Energy Infrastructure Fund Inc | $18.7K | 0.0% | 1,372 |
| WELLWelltower Inc | $18.7K | 0.0% | 81 |
| ADBEAdobe Inc | $18.5K | 0.0% | 77 |
| SPYDState Street SPDR Portfolio S&P 500 High Dividend ETF | $18.2K | 0.0% | 402 |
| MAMastercard Inc | $17.6K | 0.0% | 32 |
| PFEPfizer Inc | $17.4K | 0.0% | 609 |
| FRANKLIN XRP TRUST | $16.7K | 0.0% | 1,032 |
| BITWISE XRP ETF | $16.6K | 0.0% | 1,000 |
| CRWDCrowdStrike Holdings Inc | $16.2K | 0.0% | 61 |
| INNOVATOR ETFS TRUST | $16.1K | 0.0% | 700 |
| RADIAN GROUP INC | $15.9K | 0.0% | 518 |
| JNKSPDR Bloomberg Barclays High Yield Bond ETF | $15.8K | 0.0% | 170 |
| COFCapital One Financial Corp | $15.6K | 0.0% | 81 |
| NFLXNetflix Inc | $15.5K | 0.0% | 222 |
| HPQHP Inc | $15.4K | 0.0% | 493 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $15.3K | 0.0% | 196 |
| FLEX LTD | $15.2K | 0.0% | 138 |
| PGXInvesco Preferred ETF | $15.1K | 0.0% | 1,500 |
| INNOVATOR ETFS TRUST | $15.1K | 0.0% | 400 |
| MRVLMarvell Technology Inc | $15.1K | 0.0% | 57 |
| UNHUnitedHealth Group Inc | $15.1K | 0.0% | 41 |
| IUSBiShares Core Total USD Bond Market ETF | $14.9K | 0.0% | 337 |
| ONEQFidelity Nasdaq Composite Index ETF | $14.8K | 0.0% | 140 |
| TE CONNECTIVITY PLC | $14.8K | 0.0% | 70 |
| VFCVF Corp | $14.8K | 0.0% | 1,050 |
| VRTXVertex Pharmaceuticals Inc | $14.6K | 0.0% | 28 |
| TEVA PHARMACEUTICAL INDS LTD | $13.9K | 0.0% | 351 |
| INNOVATOR ETFS TRUST | $13.7K | 0.0% | 300 |
| VANGUARD SCOTTSDALE FDS | $13.6K | 0.0% | 187 |
| ASTRAZENECA PLC | $13.6K | 0.0% | 84 |
| ADIAnalog Devices Inc | $13.1K | 0.0% | 33 |
| PEABODY ENGR CORP | $12.6K | 0.0% | 517 |
| MFCManulife Financial Corp | $12.5K | 0.0% | 294 |
| MSTRStrategy Inc | $12.4K | 0.0% | 81 |
| BKNGBooking Holdings Inc | $12.4K | 0.0% | 76 |
| FHNFirst Horizon Corp | $12.3K | 0.0% | 535 |
| IAGGiShares International Aggregate Bond Fund | $12.2K | 0.0% | 247 |
| TMOThermo Fisher Scientific Inc | $12.2K | 0.0% | 18 |
| INVESCO EXCH TRD SLF IDX FD | $12.1K | 0.0% | 600 |
| OKLO INC | $11.8K | 0.0% | 320 |
| MBBiShares MBS ETF | $11.8K | 0.0% | 132 |
| ECLEcolab Inc | $11.8K | 0.0% | 43 |
| DEDeere & Co | $11.4K | 0.0% | 17 |
| REGNRegeneron Pharmaceuticals Inc | $11.4K | 0.0% | 15 |
| FIRST TR EXCHANGE-TRADED FD | $11.3K | 0.0% | 216 |
| FIRST TR EXCHANGE TRAD FD VI | $11.3K | 0.0% | 349 |
| DLRDigital Realty Trust Inc | $11.2K | 0.0% | 64 |
| SHELShell PLC | $11.2K | 0.0% | 118 |
| CICigna Group | $11.1K | 0.0% | 41 |
| INNOVATOR ETFS TRUST | $11K | 0.0% | 540 |
| EQTEQT Corp | $11K | 0.0% | 226 |
| INNOVATOR ETFS TRUST | $10.9K | 0.0% | 540 |
| ISHARES TR | $10.8K | 0.0% | 25 |
| NXP SEMICONDUCTORS N V | $10.7K | 0.0% | 45 |
| GDGeneral Dynamics Corp | $10.6K | 0.0% | 32 |
| EQNREquinor ASA | $10.6K | 0.0% | 254 |
| FIRST TR EXCH TRADED FD III | $10.4K | 0.0% | 136 |
| IFFInternational Flavors & Fragrances Inc | $10.3K | 0.0% | 123 |
| EDConsolidated Edison Inc | $10.2K | 0.0% | 100 |
| REAVES UTIL INCOME FD | $10.2K | 0.0% | 297 |
| EWBCEast West Bancorp Inc | $10.2K | 0.0% | 82 |
| CCitigroup Inc | $10.1K | 0.0% | 78 |
| MNSTMonster Beverage Corp | $10K | 0.0% | 240 |
| HLNHaleon PLC | $9.8K | 0.0% | 1,094 |
| J P MORGAN EXCHANGE TRADED F | $9.7K | 0.0% | 92 |
| SMURFIT WESTROCK PLC | $9.5K | 0.0% | 215 |
| OXYOccidental Petroleum Corp | $9.5K | 0.0% | 171 |
| BITWISE FUNDS TRUST | $9.5K | 0.0% | 246 |
| INNOVATOR ETFS TRUST | $9.4K | 0.0% | 200 |
| IGSBISHARES TR | $9.1K | 0.0% | 178 |
| INNOVATOR ETFS TRUST | $9K | 0.0% | 440 |
| INNOVATOR ETFS TRUST | $8.9K | 0.0% | 400 |
| BAMBROOKFIELD ASSET MANAGEMENT LTD | $8.9K | 0.0% | 200 |
| WESWestern Midstream Partners LP | $8.9K | 0.0% | 200 |
| IDEViShares Core MSCI International Developed Markets ETF | $8.9K | 0.0% | 99 |
| BNDXVanguard Total International Bond ETF | $8.8K | 0.0% | 187 |
| MUFGMitsubishi UFJ Financial Group Inc | $8.7K | 0.0% | 377 |
| GEHCGE Healthcare Technologies Inc | $8.6K | 0.0% | 132 |
| XLIState Street Industrial Select Sector SPDR ETF | $8.5K | 0.0% | 51 |
| PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF | $8.5K | 0.0% | 162 |
| WESTERN ASSET HIGH INCOME OP | $8.5K | 0.0% | 2,602 |
| IBTHiShares iBonds Dec 2027 Term Treasury ETF | $8.4K | 0.0% | 377 |
| INNOVATOR ETFS TRUST | $8.4K | 0.0% | 425 |
| ADSKAutodesk Inc | $8.4K | 0.0% | 40 |
| ZBHZimmer Biomet Holdings, Inc | $8.4K | 0.0% | 94 |
| CNICanadian National Railway Co | $8.3K | 0.0% | 70 |
| BIOBio Rad Laboratories Inc | $8.3K | 0.0% | 22 |
| IBTIiShares iBonds Dec 2028 Term Treasury ETF | $8.3K | 0.0% | 379 |
| IBTJiShares iBonds Dec 2029 Term Treasury ETF | $8.2K | 0.0% | 388 |
| INNOVATOR ETFS TRUST | $8.2K | 0.0% | 400 |
| ISHARES TR | $8.2K | 0.0% | 430 |
| INNOVATOR ETFS TRUST | $8.1K | 0.0% | 400 |
| CATCaterpillar Inc | $8.1K | 0.0% | 10 |
| EQIXEquinix Inc | $8.1K | 0.0% | 8 |
| MSCIMSCI Inc | $8.1K | 0.0% | 15 |
| INNOVATOR ETFS TRUST | $7.9K | 0.0% | 100 |
| FMXFomento Economico Mexicano SAB de CV | $7.8K | 0.0% | 66 |
| PHParker-Hannifin Corp | $7.6K | 0.0% | 8 |
| PDMPiedmont Realty Trust Inc | $7.5K | 0.0% | 848 |
| DLTRDollar Tree Inc | $7.5K | 0.0% | 66 |
| GILAT SATELLITE NETWORKS LTD | $7.5K | 0.0% | 760 |
| GMGeneral Motors Co | $7.5K | 0.0% | 97 |
| AERCAP HOLDINGS NV | $7.5K | 0.0% | 52 |
| QQQInvesco QQQ Trust, Series 1 | $7.4K | 0.0% | 10 |
| NVSNovartis AG | $7.3K | 0.0% | 51 |
| UBERUber Technologies Inc | $7.3K | 0.0% | 106 |
| OEFiShares S&P 100 Fund | $7.3K | 0.0% | 19 |
| WMBWilliams Companies Inc | $7.1K | 0.0% | 105 |
| BPBP PLC | $7.1K | 0.0% | 162 |
| MELIMercadoLibre Inc | $6.9K | 0.0% | 4 |
| FDXFedEx Corp | $6.8K | 0.0% | 24 |
| CTVACorteva Inc | $6.8K | 0.0% | 88 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $6.7K | 0.0% | 68 |
| SPOTIFY TECHNOLOGY S A | $6.3K | 0.0% | 13 |
| NEUNewMarket Corp | $6.3K | 0.0% | 7 |
| CSGPCostar Group Inc | $6.3K | 0.0% | 229 |
| PHGKoninklijke Philips NV | $6.2K | 0.0% | 255 |
| EWEdwards Lifesciences Corp | $6.2K | 0.0% | 72 |
| WMSAdvanced Drainage Systems Inc | $6.2K | 0.0% | 49 |
| WBDWarner Bros Discovery Inc | $6.2K | 0.0% | 200 |
| KEYSKeysight Technologies Inc | $6.2K | 0.0% | 17 |
| PIMCO CORPORATE & INCOME OPP | $6.2K | 0.0% | 560 |
| ISRGIntuitive Surgical Inc | $6.1K | 0.0% | 15 |
| ATI INC | $6.1K | 0.0% | 32 |
| INNOVATOR ETFS TRUST | $5.8K | 0.0% | 300 |
| AWIArmstrong World Industries Inc | $5.8K | 0.0% | 36 |
| NOKNokia Oyj | $5.7K | 0.0% | 563 |
| SGISomnigroup International Inc | $5.7K | 0.0% | 91 |
| MRSHMarsh & McLennan Companies Inc | $5.6K | 0.0% | 33 |
| CDNSCadence Design Systems Inc | $5.6K | 0.0% | 17 |
| QUALiShares MSCI USA Quality Factor ETF | $5.6K | 0.0% | 25 |
| ENTGEntegris Inc | $5.5K | 0.0% | 36 |
| SEAGATE TECHNOLOGY HLDNGS PL | $5.5K | 0.0% | 6 |
| IYFiShares U.S. Financial ETF | $5.5K | 0.0% | 44 |
| INNOVATOR ETFS TRUST | $5.5K | 0.0% | 100 |
| MHKMohawk Industries Inc | $5.5K | 0.0% | 44 |
| VETVermilion Energy Inc | $5.5K | 0.0% | 481 |
| INNOVATOR ETFS TRUST | $5.5K | 0.0% | 100 |
| VZVerizon Communications Inc | $5.5K | 0.0% | 119 |
| ALSNAllison Transmission Holdings, Inc. Common Stock | $5.4K | 0.0% | 48 |
| LUVSouthwest Airlines Co | $5.4K | 0.0% | 130 |
| CREDICORP LTD | $5.3K | 0.0% | 14 |
| PYPLPayPal Holdings Inc | $5.3K | 0.0% | 101 |
| ALCON AG | $5.2K | 0.0% | 81 |
| MDBMongoDB Inc | $5.2K | 0.0% | 15 |
| SNPSSynopsys Inc | $5.2K | 0.0% | 12 |
| NLRVanEck Uranium and Nuclear ETF | $5.2K | 0.0% | 50 |
| GOVTiShares U.S. Treasury Bond ETF | $5.1K | 0.0% | 232 |
| GPCGenuine Parts Co | $5K | 0.0% | 40 |
| VLTOVeralto Corp | $5K | 0.0% | 53 |
| NEENextera Energy Inc | $5K | 0.0% | 66 |
| AALAmerican Airlines Group Inc | $4.9K | 0.0% | 368 |
| XLVState Street Health Care Select Sector SPDR ETF | $4.9K | 0.0% | 29 |
| INCYIncyte Corp | $4.9K | 0.0% | 40 |
| LULULululemon Athletica Inc | $4.8K | 0.0% | 50 |
| EXRExtra Space Storage Inc | $4.7K | 0.0% | 36 |
| NLYAnnaly Capital Management Inc | $4.7K | 0.0% | 250 |
| TOTALENERGIES SE | $4.7K | 0.0% | 55 |
| SPGSimon Property Group Inc | $4.6K | 0.0% | 23 |
| INGING Groep NV | $4.6K | 0.0% | 129 |
| TRANE TECHNOLOGIES PLC | $4.5K | 0.0% | 10 |
| GLDMSPDR Gold MiniShares Trust | $4.5K | 0.0% | 55 |
| UPSUnited Parcel Service Inc | $4.5K | 0.0% | 48 |
| IYEiShares U.S. Energy ETF | $4.5K | 0.0% | 69 |
| PNCPNC Financial Services Group Inc | $4.4K | 0.0% | 20 |
| EXPDExpeditors International of Washington Inc | $4.4K | 0.0% | 24 |
| AMPAmeriprise Financial Inc | $4.4K | 0.0% | 9 |
| LENLennar Corp | $4.4K | 0.0% | 54 |
| NFGNational Fuel Gas Co | $4.4K | 0.0% | 58 |
| MCHPMicrochip Technology Inc | $4.4K | 0.0% | 56 |
| SUSuncor Energy Inc (Canada) | $4.3K | 0.0% | 64 |
| FCXFreeport-McMoRan Inc | $4.3K | 0.0% | 62 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $4.3K | 0.0% | 100 |
| INNOVATOR ETFS TRUST | $4.3K | 0.0% | 100 |
| JKHYJack Henry & Associates Inc | $4.3K | 0.0% | 30 |
| MCKMcKesson Corp | $4.3K | 0.0% | 5 |
| PCYPowerShares Emerging Markets Sovereign Debt Portfolio | $4.2K | 0.0% | 210 |
| NICENice Ltd | $4.1K | 0.0% | 37 |
| CARRCarrier Global Corp | $4.1K | 0.0% | 75 |
| CBRECBRE Group Inc | $4.1K | 0.0% | 32 |
| AVTRAvantor Inc | $4K | 0.0% | 269 |
| PEGPublic Service Enterprise Group Inc | $4K | 0.0% | 60 |
| RRXRegal Rexnord Corp | $4K | 0.0% | 26 |
| ABNBAirbnb Inc | $4K | 0.0% | 25 |
| MSIMotorola Solutions Inc | $4K | 0.0% | 9 |
| SEICSEI Investments Co | $4K | 0.0% | 39 |
| UNITED STS COMMODITY INDEX F | $4K | 0.0% | 100 |
| WATWaters Corp | $4K | 0.0% | 9 |
| VMBSVanguard Mortgage Backed Security | $4K | 0.0% | 89 |
| BIVVanguard Intermediate-Term Bond ETF | $3.9K | 0.0% | 54 |
| GMABGenmab A/S | $3.9K | 0.0% | 110 |
| XLKState Street Technology Select Sector SPDR ETF | $3.9K | 0.0% | 20 |
| ELSEquity LifeStyle Properties Inc | $3.9K | 0.0% | 67 |
| COOCooper Companies Inc | $3.9K | 0.0% | 69 |
| OCOwens Corning | $3.9K | 0.0% | 33 |
| APPFAppfolio Inc | $3.8K | 0.0% | 19 |
| CHDNChurchill Downs Inc | $3.8K | 0.0% | 50 |
| DELLDell Technologies Inc | $3.8K | 0.0% | 7 |
| BLVVanguard Long-Term Bond ETF | $3.8K | 0.0% | 60 |
| UNFUniFirst Corp | $3.8K | 0.0% | 15 |
| NTRANatera Inc | $3.7K | 0.0% | 9 |
| ALLYAlly Financial Inc | $3.7K | 0.0% | 98 |
| VMCVulcan Materials Co | $3.7K | 0.0% | 15 |
| BEPCBrookfield Renewable Corp | $3.7K | 0.0% | 130 |
| IDXXIDEXX Laboratories Inc | $3.7K | 0.0% | 7 |
| NTLAIntellia Therapeutics Inc | $3.6K | 0.0% | 302 |
| TDYTeledyne Technologies Inc | $3.6K | 0.0% | 6 |
| DXCMDexcom Inc | $3.6K | 0.0% | 42 |
| AAgilent Technologies Inc | $3.6K | 0.0% | 21 |
| RPMRPM International Inc | $3.6K | 0.0% | 36 |
| CFRCullen/Frost Bankers Inc | $3.5K | 0.0% | 23 |
| AIGAmerican International Group Inc | $3.5K | 0.0% | 47 |
| BRKRBruker Corp | $3.5K | 0.0% | 54 |
| ROKRockwell Automation Inc | $3.5K | 0.0% | 8 |
| SNDKSandisk Corp | $3.5K | 0.0% | 2 |
| COHRCoherent Corp | $3.5K | 0.0% | 12 |
| MCMoelis & Co | $3.5K | 0.0% | 60 |
Quarter ending 2026-09-30.
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