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Halbert Hargrove Global Advisors, LLC Portfolio
$2.3B across 363 positions as of 2026-09-30, with 85% 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
+14.8%
+0.3% a year vs the S&P 500
3 years
+17.0%
-4.3% a year vs the S&P 500
5 years
+7.7%
-4.4% a year vs the S&P 500
Quarters ahead
5 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.4% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -0.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.6% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.3% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.9% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -0.7% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -3.6% | +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 |
|---|---|---|---|
| IVViShares Core S&P 500 ETF | $375.3M | 16.4% | 490,079 |
| ISHARES TR | $285.1M | 12.5% | 3,662,435 |
| WISDOMTREE TR | $281.5M | 12.3% | 4,816,774 |
| WISDOMTREE TR | $198.2M | 8.7% | 7,396,874 |
| IEFAiShares Core MSCI EAFE ETF | $180.1M | 7.9% | 1,858,558 |
| IEMGiShares Core MSCI Emerging Markets ETF | $176.5M | 7.7% | 2,174,601 |
| WISDOMTREE TR | $143.5M | 6.3% | 3,126,240 |
| INTFiShares International Equity Factor ETF | $140.7M | 6.1% | 3,390,529 |
| SERIES PORTFOLIOS TR | $81.7M | 3.6% | 3,018,831 |
| WISDOMTREE TR | $76.8M | 3.4% | 1,820,340 |
| EEMiShares MSCI Emerging Index Fund | $68.6M | 3.0% | 1,026,664 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $53.7M | 2.3% | 1,069,199 |
| SCZiShares MSCI EAFE Small-Cap ETF | $30M | 1.3% | 355,367 |
| IWMiShares Russell 2000 Index Fund | $20.2M | 0.9% | 72,710 |
| ISHARES TR | $14.8M | 0.6% | 79,859 |
| VEAVanguard FTSE Developed Markets ETF | $13.1M | 0.6% | 185,768 |
| VONEVANGUARD SCOTTSDALE FDS | $10.3M | 0.4% | 29,845 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $7.9M | 0.3% | 311,296 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $6.8M | 0.3% | 67,826 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $6.4M | 0.3% | 73,956 |
| J P MORGAN EXCHANGE TRADED F | $6.2M | 0.3% | 133,513 |
| IWBiShares Russell 1000 ETF | $6.2M | 0.3% | 14,856 |
| ESGUiShares ESG Aware MSCI USA ETF | $5.8M | 0.3% | 34,936 |
| ISHARES TR | $5.8M | 0.3% | 13,430 |
| EFAiShares MSCI EAFE ETF | $5.4M | 0.2% | 51,800 |
| ABNBAirbnb Inc | $4.3M | 0.2% | 26,500 |
| AAPLApple Inc | $3.8M | 0.2% | 11,388 |
| JPSTJPMorgan Ultra-Short Income ETF | $3.8M | 0.2% | 74,531 |
| AAPLApple Incput — a bet against | $2.8M | 0.1% | 8,400 |
| MSFTMicrosoft Corp | $2.8M | 0.1% | 5,422 |
| BALLBall Corp | $2.7M | 0.1% | 49,008 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $2.6M | 0.1% | 25,625 |
| GOOGLAlphabet Inc | $2.6M | 0.1% | 7,663 |
| VANGUARD WELLINGTON FD | $2.2M | 0.1% | 12,518 |
| ABNBAirbnb Incput — a bet against | $2.1M | 0.1% | 13,300 |
| VTWOVanguard Russell 2000 ETF | $1.8M | 0.1% | 16,281 |
| LLYEli Lilly and Co | $1.8M | 0.1% | 1,562 |
| LLYEli Lilly and Coput — a bet against | $1.7M | 0.1% | 1,500 |
| QQQInvesco QQQ Trust, Series 1 | $1.7M | 0.1% | 2,343 |
| ISRGIntuitive Surgical Inc | $1.7M | 0.1% | 4,111 |
| GOOGAlphabet Inc | $1.6M | 0.1% | 4,786 |
| MSFTMicrosoft Corpput — a bet against | $1.5M | 0.1% | 3,000 |
| ESGEiShares ESG Aware MSCI EM ETF | $1.5M | 0.1% | 27,987 |
| ISRGIntuitive Surgical Incput — a bet against | $1.4M | 0.1% | 3,400 |
| AMZNAmazon.com Inc | $1.3M | 0.1% | 5,038 |
| HDHome Depot Inc | $1.2M | 0.1% | 4,271 |
| ZIONZions Bancorporation NA | $1.2M | 0.1% | 19,109 |
| TMUST-Mobile US Inc | $1.1M | 0.0% | 6,751 |
| TMUST-Mobile US Incput — a bet against | $1.1M | 0.0% | 6,700 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $1.1M | 0.0% | 6,948 |
| VUGVanguard Growth ETF | $995.1K | 0.0% | 11,044 |
| HDHome Depot Incput — a bet against | $910.4K | 0.0% | 3,200 |
| VTIVanguard Total Stock Market ETF | $910.3K | 0.0% | 2,432 |
| UUnity Software Inc | $889.2K | 0.0% | 21,725 |
| SPYState Street SPDR S&P 500 ETF Trust | $874.3K | 0.0% | 1,146 |
| VWOVanguard FTSE Emerging Markets ETF | $847.7K | 0.0% | 14,292 |
| SNOWSnowflake Inc | $764K | 0.0% | 2,250 |
| DESWisdomTree U.S. SmallCap Dividend Fund | $731.2K | 0.0% | 19,292 |
| ISHARES TR | $710.2K | 0.0% | 2,773 |
| ISHARES TR | $684.6K | 0.0% | 11,117 |
| VOOVanguard S&P 500 ETF | $679.3K | 0.0% | 969 |
| IWFiShares Russell 1000 Growth ETF | $664.9K | 0.0% | 5,308 |
| GLDSPDR Gold Shares | $660K | 0.0% | 1,733 |
| SDGiShares MSCI Global Sustainable Development Goals ETF | $629.4K | 0.0% | 7,204 |
| ESGVVanguard ESG U.S. Stock ETF | $627.1K | 0.0% | 4,627 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $591.1K | 0.0% | 7,568 |
| TSLATesla Inc | $540K | 0.0% | 1,522 |
| PIMCO ETF TR | $518K | 0.0% | 5,504 |
| WISDOMTREE TR | $490.3K | 0.0% | 7,139 |
| LOWLowe's Companies Inc | $471.8K | 0.0% | 2,560 |
| SPCXSpace Exploration Technologies Corp | $456.9K | 0.0% | 3,029 |
| VBVanguard Small-Cap ETF | $446.8K | 0.0% | 1,570 |
| AGGiShares Core U.S. Aggregate Bond ETF | $443.9K | 0.0% | 4,696 |
| USBUS Bancorp | $438.1K | 0.0% | 7,584 |
| PSAPublic Storage | $433.6K | 0.0% | 1,533 |
| VTVVanguard Value ETF | $433K | 0.0% | 2,004 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $400.8K | 0.0% | 2,410 |
| WISDOMTREE TR | $393.6K | 0.0% | 8,600 |
| JPMJPMorgan Chase & Co | $391K | 0.0% | 1,182 |
| TSLATesla Incput — a bet against | $390.3K | 0.0% | 1,100 |
| DIREXION SHARES ETF TRUST | $387.6K | 0.0% | 1,665 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $341.9K | 0.0% | 3,141 |
| AORiShares Core 60/40 Balanced Allocation ETF | $335.6K | 0.0% | 4,898 |
| FBTCFidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest | $304.9K | 0.0% | 4,197 |
| WTAIWisdomTree Trust WisdomTree Artificial Intelligence and Innovation Fund | $302.4K | 0.0% | 6,922 |
| WMTWalmart Inc | $278.1K | 0.0% | 2,676 |
| XLIState Street Industrial Select Sector SPDR ETF | $276.9K | 0.0% | 1,658 |
| VXUSVanguard Total International Stock ETF | $275.5K | 0.0% | 3,243 |
| ABBVAbbVie Inc | $274.7K | 0.0% | 1,050 |
| DIREXION SHARES ETF TRUST | $265.8K | 0.0% | 1,000 |
| SUSCiShares ESG Aware USD Corporate Bond ETF | $265.6K | 0.0% | 12,102 |
| XCEMCOLUMBIA ETF TR II | $264K | 0.0% | 5,136 |
| WISDOMTREE TR | $261.4K | 0.0% | 5,689 |
| TXNTexas Instruments Inc | $237.8K | 0.0% | 849 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $237.4K | 0.0% | 2,441 |
| VVisa Inc | $236.1K | 0.0% | 657 |
| WCLDWISDOMTREE TR | $231.9K | 0.0% | 5,710 |
| QUALiShares MSCI USA Quality Factor ETF | $222.5K | 0.0% | 1,001 |
| DIREXION SHARES ETF TRUST | $222.1K | 0.0% | 1,502 |
| MMM3M Co | $213.4K | 0.0% | 1,300 |
| METAMeta Platforms Inc | $209.6K | 0.0% | 289 |
| BABoeing Co | $200.2K | 0.0% | 1,076 |
| XLKState Street Technology Select Sector SPDR ETF | $198.9K | 0.0% | 1,016 |
| VSGXVanguard ESG International Stock ETF | $196.7K | 0.0% | 2,426 |
| BLOKAmplify Transformational Data Sharing ETF | $194.4K | 0.0% | 3,174 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $193.9K | 0.0% | 3,729 |
| VYMVanguard High Dividend Yield ETF | $189.8K | 0.0% | 1,223 |
| ILCGiShares Morningstar Large-Cap Growth ETF | $186.5K | 0.0% | 1,595 |
| VBRVanguard Small-Cap Value ETF | $182.7K | 0.0% | 791 |
| CALAMOS CONV OPPORTUNITIES & | $178.9K | 0.0% | 15,650 |
| SCHVSchwab U.S. Large-Cap Value ETF | $169.8K | 0.0% | 5,097 |
| ARK ETF TR | $167.9K | 0.0% | 3,688 |
| BACBank of America Corp | $163.3K | 0.0% | 3,000 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $160.5K | 0.0% | 2,050 |
| AOAiShares Core Aggressive Allocation Fund | $159.9K | 0.0% | 1,644 |
| CSQCalamos Strategic Total Return Fund | $159.8K | 0.0% | 7,837 |
| ISHARES TR | $159.8K | 0.0% | 2,040 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $155.3K | 0.0% | 4,322 |
| VVVanguard Large-Cap ETF | $150.2K | 0.0% | 427 |
| AMDAdvanced Micro Devices Inc | $149.3K | 0.0% | 244 |
| IDViShares International Select Dividend ETF | $147.1K | 0.0% | 3,486 |
| HANCOCK JOHN PFD INCOME FD | $147K | 0.0% | 10,500 |
| AVDEAvantis International Equity ETF | $146.4K | 0.0% | 1,625 |
| AVGOBroadcom Inc | $145.4K | 0.0% | 414 |
| BRK.BBerkshire Hathaway Inc | $143.9K | 0.0% | 289 |
| IBMInternational Business Machines Corp | $138.1K | 0.0% | 628 |
| MSMorgan Stanley | $131.5K | 0.0% | 699 |
| KOCoca-Cola Co | $131K | 0.0% | 1,522 |
| CVXChevron Corp | $131K | 0.0% | 641 |
| VGTVanguard Information Tech ETF | $130.4K | 0.0% | 1,038 |
| EATON VANCE TAX-MANAGED GLOB | $129.9K | 0.0% | 13,800 |
| SCHXSchwab U.S. Large-Cap ETF | $129.8K | 0.0% | 4,328 |
| SCHWAB STRATEGIC TR | $128.7K | 0.0% | 3,510 |
| NVDANVIDIA Corp | $126.4K | 0.0% | 554 |
| DHSWISDOMTREE TR | $123.4K | 0.0% | 1,102 |
| XOMExxonmobil Holdings Corp | $122.1K | 0.0% | 750 |
| VBKVanguard Small-Cap Growth ETF | $120.1K | 0.0% | 356 |
| SCHBSchwab U.S. Broad Market ETF | $119.6K | 0.0% | 4,082 |
| IJHiShares Core S&P Mid-Cap ETF | $115.4K | 0.0% | 1,604 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $113.7K | 0.0% | 249 |
| VNQVanguard Real Estate ETF | $112.1K | 0.0% | 1,251 |
| SDYState Street SPDR S&P Dividend ETF | $109.7K | 0.0% | 749 |
| DOCHealthpeak Properties Inc | $109.3K | 0.0% | 5,472 |
| SPGSimon Property Group Inc | $104.6K | 0.0% | 521 |
| VEUVanguard FTSE All World Ex US ETF | $104.5K | 0.0% | 1,260 |
| VOVanguard Mid-Cap ETF | $103.7K | 0.0% | 1,322 |
| ABTAbbott Laboratories | $101K | 0.0% | 1,022 |
| WISDOMTREE TR | $98.9K | 0.0% | 3,538 |
| SPGIS&P Global Inc | $98.6K | 0.0% | 250 |
| XYLDGlobal X S&P 500 Covered Call ETF | $97.6K | 0.0% | 2,350 |
| WISDOMTREE TR | $96.2K | 0.0% | 1,739 |
| WDCWestern Digital Corp | $95K | 0.0% | 209 |
| IJRiShares Core S&P Small-Cap ETF | $93.6K | 0.0% | 688 |
| MCDMcDonald's Corp | $92.4K | 0.0% | 400 |
| PIMCO DYNAMIC INCOME STRATEG | $91.4K | 0.0% | 4,500 |
| TIDAL TRUST II | $89.8K | 0.0% | 3,550 |
| COSTCostco Wholesale Corp | $89.2K | 0.0% | 98 |
| DIREXION SHARES ETF TRUST | $88K | 0.0% | 314 |
| VANGUARD BD INDEX FDS | $86.8K | 0.0% | 1,752 |
| SEABRIDGE GOLD INC | $85K | 0.0% | 3,000 |
| MGKVanguard Mega Cap Growth ETF | $82K | 0.0% | 885 |
| SMHVanEck Semiconductor ETF | $81.8K | 0.0% | 134 |
| GEGeneral Electric Co | $80.5K | 0.0% | 258 |
| GLOBAL X FDS | $77K | 0.0% | 1,093 |
| FIRST TR EXCHANGE-TRADED FD | $76.9K | 0.0% | 348 |
| EPDEnterprise Products Partners L.P | $76.6K | 0.0% | 2,150 |
| DEDeere & Co | $76.6K | 0.0% | 114 |
| PROSHARES TR | $76.4K | 0.0% | 769 |
| IDEViShares Core MSCI International Developed Markets ETF | $76.2K | 0.0% | 852 |
| PECOPhillips Edison & Co Inc | $75.5K | 0.0% | 2,021 |
| PHYSSprott Physical Gold Trust ETV | $75K | 0.0% | 2,400 |
| ASML HLDG NV | $74.5K | 0.0% | 41 |
| COWZPacer US Cash Cows 100 ETF | $74.2K | 0.0% | 1,112 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $72.9K | 0.0% | 736 |
| SCHDSchwab US Dividend Equity ETF | $72.1K | 0.0% | 2,217 |
| SPROTT ASSET MANAGEMENT LP | $71.7K | 0.0% | 3,700 |
| HONHoneywell International Inc | $69.4K | 0.0% | 329 |
| EFViShares MSCI EAFE Value ETF | $69K | 0.0% | 871 |
| SCHFSchwab International Equity ETF | $67.5K | 0.0% | 2,459 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $66.9K | 0.0% | 854 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $66.3K | 0.0% | 1,280 |
| TQQQProShares UltraPro QQQ | $66.2K | 0.0% | 848 |
| HIGHartford Insurance Group Inc | $65.2K | 0.0% | 533 |
| XBIState Street SPDR S&P Biotech ETF | $63.1K | 0.0% | 400 |
| RSPTInvesco S&P 500 Equal Weight Technology ETF | $62.9K | 0.0% | 955 |
| RSPInvesco S&P 500 Equal Weight ETF | $62.4K | 0.0% | 300 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $61.3K | 0.0% | 1,000 |
| GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $60.8K | 0.0% | 419 |
| CATCaterpillar Inc | $60.3K | 0.0% | 74 |
| LYGLloyds Banking Group PLC | $59K | 0.0% | 10,484 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $59K | 0.0% | 1,090 |
| TDIVFirst Trust NASDAQ Technology Dividend Index Fund | $58.4K | 0.0% | 518 |
| MTUMiShares MSCI USA Momentum Factor ETF | $58.2K | 0.0% | 183 |
| NUVEEN PFD & INCOME OPPORTUN | $58K | 0.0% | 8,500 |
| GEVGE Vernova Inc | $56.1K | 0.0% | 59 |
| LRCXLam Research Corp | $53.6K | 0.0% | 163 |
| ABRDN INCOME CREDIT STRATEGI | $53.4K | 0.0% | 12,000 |
| DGROiShares Core Dividend Growth ETF | $51.1K | 0.0% | 678 |
| HONAHoneywell Aerospace Inc | $51K | 0.0% | 329 |
| CLXClorox Co | $50.9K | 0.0% | 628 |
| TAT&T Inc | $48.8K | 0.0% | 2,000 |
| ALKAlaska Air Group Inc | $48.6K | 0.0% | 1,256 |
| DIREXION SHARES ETF TRUST | $46.8K | 0.0% | 167 |
| BLACKROCK HEALTH SCIENCES TR | $46.3K | 0.0% | 1,050 |
| PACER FDS TR | $45.8K | 0.0% | 1,000 |
| NJRNew Jersey Resources Corp | $45.5K | 0.0% | 900 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $42.5K | 0.0% | 474 |
| CEFSprott Physical Gold and Silver Trust | $41.5K | 0.0% | 1,000 |
| CRWDCrowdStrike Holdings Inc | $41.3K | 0.0% | 156 |
| IWDiShares Russell 1000 Value ETF | $40.9K | 0.0% | 165 |
| UNPUnion Pacific Corp | $40.8K | 0.0% | 150 |
| IHDGWisdomTree International Hedged Quality Dividend Growth Fund | $38.9K | 0.0% | 750 |
| FIDELITY COVINGTON TRUST | $38.9K | 0.0% | 897 |
| NEENextera Energy Inc | $38.6K | 0.0% | 510 |
| XAI FLOATING RATE & ALTER IN | $38.4K | 0.0% | 2,000 |
| MPCMarathon Petroleum Corp | $38K | 0.0% | 96 |
| IXUSiShares Core MSCI Total International Stock ETF | $36.4K | 0.0% | 383 |
| AEPAmerican Electric Power Company Inc | $35.6K | 0.0% | 300 |
| FCXFreeport-McMoRan Inc | $35.6K | 0.0% | 508 |
| TRPTC Energy Corp | $34.7K | 0.0% | 600 |
| WMWaste Management Inc | $33.9K | 0.0% | 166 |
| IGViShares Expanded Tech-Software Sector ETF | $33.5K | 0.0% | 315 |
| YUMYum! Brands Inc | $33.5K | 0.0% | 246 |
| ISHARES TR | $33K | 0.0% | 1,592 |
| LVSLas Vegas Sands Corp | $32.8K | 0.0% | 867 |
| DIGITALOCEAN HLDGS INC | $32.7K | 0.0% | 245 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $31.5K | 0.0% | 62 |
| AMATApplied Materials Inc | $31.2K | 0.0% | 61 |
| ORCLOracle Corp | $30.8K | 0.0% | 224 |
| TRANE TECHNOLOGIES PLC | $29.9K | 0.0% | 66 |
| VTVanguard Total World Stock Index ETF | $29.8K | 0.0% | 189 |
| MAMastercard Inc | $29.8K | 0.0% | 54 |
| IUSGiShares Core S&P U.S. Growth ETF | $28.1K | 0.0% | 145 |
| CSCOCisco Systems Inc | $27.7K | 0.0% | 257 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $25.8K | 0.0% | 210 |
| BPBP PLC | $25K | 0.0% | 568 |
| THEMES ETF TR | $24.8K | 0.0% | 567 |
| XLEState Street Energy Select Sector SPDR ETF | $24.6K | 0.0% | 400 |
| EQTEQT Corp | $24.3K | 0.0% | 500 |
| BLACKROCK ENHANCED LARGE CAP | $24K | 0.0% | 1,000 |
| PANWPalo Alto Networks Inc | $23.8K | 0.0% | 60 |
| CGDVCapital Group Dividend Value ETF | $23.2K | 0.0% | 475 |
| FQALFidelity Quality Factor ETF | $22.9K | 0.0% | 274 |
| APHAmphenol Corp | $22.8K | 0.0% | 270 |
| VOOGVanguard S&P 500 Growth ETF | $22.1K | 0.0% | 258 |
| KEYKeyCorp | $22K | 0.0% | 1,098 |
| TMOThermo Fisher Scientific Inc | $21.6K | 0.0% | 32 |
| CRMSalesforce Inc | $21.4K | 0.0% | 93 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $21.3K | 0.0% | 155 |
| IMCGiShares Morningstar Mid-Cap Growth ETF | $21.2K | 0.0% | 225 |
| VOTETCW Transform 500 ETF | $20.9K | 0.0% | 232 |
| IRMIron Mountain Inc | $20.5K | 0.0% | 185 |
| SCHWAB STRATEGIC TR | $19.5K | 0.0% | 572 |
| MDLZMondelez International Inc | $18.8K | 0.0% | 325 |
| VCRVanguard Consumer Discretion ETF | $18.2K | 0.0% | 50 |
| FINXGLOBAL X FDS | $18.2K | 0.0% | 750 |
| NVONovo Nordisk A/S | $17.6K | 0.0% | 465 |
| IVEiShares S&P 500 Value ETF | $17.1K | 0.0% | 75 |
| MRVLMarvell Technology Inc | $16.9K | 0.0% | 64 |
| NEOS ETF TRUST | $16.7K | 0.0% | 300 |
| WWDWoodward Inc | $16.5K | 0.0% | 50 |
| PITNEY BOWES INC | $16.3K | 0.0% | 1,000 |
| AGNICO EAGLE MINES LTD | $15.9K | 0.0% | 87 |
| MGVVanguard Mega Cap Value ETF | $15.6K | 0.0% | 97 |
| SHELShell PLC | $15.4K | 0.0% | 162 |
| XLVState Street Health Care Select Sector SPDR ETF | $15K | 0.0% | 89 |
| AVUVAvantis U.S. Small Cap Value ETF | $15K | 0.0% | 127 |
| WBDWarner Bros Discovery Inc | $14.9K | 0.0% | 483 |
| DMXFiShares ESG Advanced MSCI EAFE ETF | $14.8K | 0.0% | 175 |
| RTXRTX Corp | $13.6K | 0.0% | 73 |
| FDNFirst Trust DJ Internet Index Fund | $13.3K | 0.0% | 46 |
| VXFVanguard Extended Market ETF | $13K | 0.0% | 56 |
| LLoews Corp | $12.7K | 0.0% | 122 |
| CGXUCapital Group International Focus Equity ETF | $12.3K | 0.0% | 359 |
| FIDELITY COVINGTON TRUST | $11.5K | 0.0% | 254 |
| FIDELITY COVINGTON TRUST | $11.2K | 0.0% | 118 |
| CTVACorteva Inc | $10.9K | 0.0% | 141 |
| ROCKET COS INC | $10.6K | 0.0% | 923 |
| IVWiShares S&P 500 Growth ETF | $10.3K | 0.0% | 73 |
| BXBlackstone Inc | $9.6K | 0.0% | 86 |
| ARCCAres Capital Corp | $9.6K | 0.0% | 500 |
| SANBanco Santander SA | $9.4K | 0.0% | 676 |
| CAPITAL GROUP DIVIDEND GROWE | $9.3K | 0.0% | 252 |
| UNHUnitedHealth Group Inc | $9.2K | 0.0% | 25 |
| VONGVanguard Russell 1000 Growth ETF | $9.1K | 0.0% | 70 |
| NFLXNetflix Inc | $9K | 0.0% | 130 |
| AFGAmerican Financial Group Inc | $8.9K | 0.0% | 65 |
| QQnity Electronics Inc | $8.8K | 0.0% | 70 |
| AXPAmerican Express Co | $8.5K | 0.0% | 28 |
| FENIFidelity Enhanced International ETF | $8.3K | 0.0% | 209 |
| SPDR SERIES TRUST | $8.3K | 0.0% | 136 |
| BKNGBooking Holdings Inc | $8.1K | 0.0% | 50 |
| EFGiShares MSCI EAFE Growth ETF | $7.9K | 0.0% | 66 |
| SPHQInvesco S&P 500 Quality ETF | $7.7K | 0.0% | 92 |
| TJXTJX Companies Inc | $7.7K | 0.0% | 58 |
| QCOMQualcomm Inc | $7.5K | 0.0% | 41 |
| INGING Groep NV | $7.4K | 0.0% | 209 |
| INTUIntuit Inc | $7.2K | 0.0% | 26 |
| DFAEDimensional Emerging Core Equity Market ETF | $7.2K | 0.0% | 182 |
| GILDGilead Sciences, Inc | $7K | 0.0% | 47 |
| XPOXPO Inc | $6.7K | 0.0% | 38 |
| AWKAmerican Water Works Co Inc | $6.7K | 0.0% | 51 |
| USMViShares MSCI USA Min Vol Factor ETF | $6.5K | 0.0% | 67 |
| CARRCarrier Global Corp | $6.4K | 0.0% | 116 |
| DDDupont De Nemours Inc | $6.1K | 0.0% | 47 |
| CSXCSX Corp | $5.7K | 0.0% | 123 |
| TOTALENERGIES SE | $5.4K | 0.0% | 63 |
| QQQMInvesco NASDAQ 100 ETF | $5.3K | 0.0% | 18 |
| MRKMerck & Co Inc | $5.1K | 0.0% | 35 |
| ISHARES TR | $4.9K | 0.0% | 46 |
| IRIngersoll Rand Inc | $4.8K | 0.0% | 64 |
| ACCENTURE PLC IRELAND | $4.8K | 0.0% | 26 |
| VLUEiShares MSCI USA Value Factor ETF | $4.8K | 0.0% | 24 |
| EATON CORP PLC | $4.7K | 0.0% | 11 |
| PCARPaccar Inc | $4.7K | 0.0% | 43 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $4.6K | 0.0% | 50 |
| LMTLockheed Martin Corp | $4.6K | 0.0% | 9 |
| BITWISE 10 CRYPTO INDEX ETF | $4.3K | 0.0% | 79 |
| MBGLMobility Global Inc | $4.3K | 0.0% | 250 |
| IUSViShares Core S&P U.S. Value ETF | $4.1K | 0.0% | 37 |
| HMCHonda Motor Co Ltd | $3.9K | 0.0% | 123 |
| DOWDow Inc | $3.9K | 0.0% | 141 |
| SYKStryker Corp | $3.6K | 0.0% | 13 |
| DHRDanaher Corp | $3.5K | 0.0% | 16 |
| FNDASchwab Fundamental US Small Company Index ETF | $3.5K | 0.0% | 101 |
| ISHARES TR | $3.5K | 0.0% | 71 |
| PAYXPaychex Inc | $3K | 0.0% | 30 |
| IWOiShares Russell 2000 Growth Fund | $2.9K | 0.0% | 8 |
| SPDR INDEX SHS FDS | $2.8K | 0.0% | 29 |
| COPConocoPhillips | $2.8K | 0.0% | 22 |
| BJBJ's Wholesale Club Holdings Inc | $2.1K | 0.0% | 23 |
| DEFI TECHNOLOGIES INC | $1.9K | 0.0% | 3,802 |
| EWEdwards Lifesciences Corp | $1.8K | 0.0% | 21 |
| BBUSJPMorgan BetaBuilders U.S. Equity ETF | $1.8K | 0.0% | 13 |
| ISHARES TR | $1.6K | 0.0% | 43 |
| AVEMAvantis Emerging Markets Equity ETF | $1.5K | 0.0% | 16 |
| KDKyndryl Holdings Inc | $1.4K | 0.0% | 125 |
| SIRIUSPOINT LTD | $1.4K | 0.0% | 56 |
| PWRQuanta Services Inc | $1.3K | 0.0% | 2 |
| SIMPLIFY EXCHANGE TRADED FUN | $1.2K | 0.0% | 61 |
| SOLSSolstice Advanced Materials Inc | $1K | 0.0% | 18 |
| ITGartner Inc | $933 | 0.0% | 5 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $896 | 0.0% | 10 |
| ISTBiShares Core 1-5 Year USD Bond ETF | $804 | 0.0% | 17 |
| BBINJPMorgan BetaBuilders International Equity ETF | $624 | 0.0% | 8 |
| BNDXVanguard Total International Bond ETF | $329 | 0.0% | 7 |
| BBHYJPMorgan BetaBuilders USD High Yield Corporate Bond ETF | $222 | 0.0% | 5 |
| J P MORGAN EXCHANGE TRADED F | $211 | 0.0% | 2 |
| BNDVanguard Total Bond Market ETF | $211 | 0.0% | 3 |
| JIVEJPMorgan International Value ETF | $191 | 0.0% | 2 |
| EWCiShares MSCI Canada Index Fund | $176 | 0.0% | 3 |
| JIGJPMorgan International Growth ETF | $168 | 0.0% | 2 |
| BBJPJPMorgan BetaBuilders Japan ETF | $157 | 0.0% | 2 |
| IAGGiShares International Aggregate Bond Fund | $148 | 0.0% | 3 |
| SPDR SERIES TRUST | $138 | 0.0% | 5 |
| INVESCO EXCH TRADED FD TR II | $136 | 0.0% | 3 |
| SPTISPDR Portfolio Intermediate Term Treasury ETF | $110 | 0.0% | 4 |
| SPMBSPDR Portfolio Mortgage Backed Bond ETF | $64 | 0.0% | 3 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $53 | 0.0% | 1 |
| HWMHowmet Aerospace Inc | $52 | 0.0% | 0 |
| FHLCFIDELITY COVINGTON TRUST | $43 | 0.0% | 1 |
| FDISFidelity MSCI Consumer Discretionary Index ETF | $39 | 0.0% | 0 |
| FMATFidelity MSCI Materials Index ETF | $2 | 0.0% | 0 |
Quarter ending 2026-09-30.
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