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IFP Advisors, Inc Portfolio
$5B across 500 positions as of 2026-09-30, with 18% 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
+12.1%
-2.3% a year vs the S&P 500
3 years
+16.8%
-4.5% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
4 of 17
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.6% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.1% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.3% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.8% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.1% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.4% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.3% | -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 |
|---|---|---|---|
| AAPLApple Inc | $154.9M | 3.1% | 465,269 |
| NVDANVIDIA Corp | $151.4M | 3.0% | 662,737 |
| MSFTMicrosoft Corp | $94.5M | 1.9% | 184,214 |
| QQQInvesco QQQ Trust, Series 1 | $88.2M | 1.8% | 119,241 |
| VUGVanguard Growth ETF | $86.7M | 1.7% | 962,543 |
| AMZNAmazon.com Inc | $84.6M | 1.7% | 339,392 |
| GOOGAlphabet Inc | $65M | 1.3% | 190,693 |
| SPYState Street SPDR S&P 500 ETF Trust | $59.5M | 1.2% | 78,038 |
| GOOGLAlphabet Inc | $58.1M | 1.2% | 168,955 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $57.1M | 1.1% | 636,584 |
| AMDAdvanced Micro Devices Inc | $48.7M | 1.0% | 79,620 |
| VOOVanguard S&P 500 ETF | $47.9M | 1.0% | 68,294 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $46M | 0.9% | 915,168 |
| PANWPalo Alto Networks Inc | $43.9M | 0.9% | 110,523 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $39.8M | 0.8% | 408,970 |
| IVViShares Core S&P 500 ETF | $39.7M | 0.8% | 51,899 |
| IEFiShares 7-10 Year Treasury Bond ETF | $39M | 0.8% | 436,490 |
| IGSBISHARES TR | $38.4M | 0.8% | 750,214 |
| IVWiShares S&P 500 Growth ETF | $36.7M | 0.7% | 258,251 |
| FIRST TR EXCHNG TRADED FD VI | $36.5M | 0.7% | 1,538,154 |
| VGTVanguard Information Tech ETF | $36.1M | 0.7% | 287,049 |
| IVEiShares S&P 500 Value ETF | $35.7M | 0.7% | 156,316 |
| CGGRCapital Group Growth ETF | $35.6M | 0.7% | 749,889 |
| METAMeta Platforms Inc | $34.4M | 0.7% | 47,417 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $34.2M | 0.7% | 950,919 |
| CGDVCapital Group Dividend Value ETF | $33.9M | 0.7% | 694,874 |
| AVGOBroadcom Inc | $33.2M | 0.7% | 94,615 |
| HDViShares Core High Dividend ETF | $31.5M | 0.6% | 1,128,077 |
| RSPInvesco S&P 500 Equal Weight ETF | $31.2M | 0.6% | 149,794 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $31M | 0.6% | 396,394 |
| XOMExxonmobil Holdings Corp | $30.1M | 0.6% | 184,970 |
| BRK.BBerkshire Hathaway Inc | $29.6M | 0.6% | 59,464 |
| COSTCostco Wholesale Corp | $27.9M | 0.6% | 30,687 |
| VYMVanguard High Dividend Yield ETF | $27.7M | 0.6% | 178,714 |
| SCHWAB STRATEGIC TR | $27.3M | 0.5% | 803,554 |
| ABTAbbott Laboratories | $27.3M | 0.5% | 276,043 |
| OEFiShares S&P 100 Fund | $27.1M | 0.5% | 70,833 |
| VIGVanguard Div Appreciation ETF | $26.6M | 0.5% | 113,867 |
| SCHDSchwab US Dividend Equity ETF | $24.6M | 0.5% | 756,809 |
| LLYEli Lilly and Co | $24.4M | 0.5% | 21,057 |
| SCHXSchwab U.S. Large-Cap ETF | $23.7M | 0.5% | 789,539 |
| VEAVanguard FTSE Developed Markets ETF | $23.5M | 0.5% | 332,935 |
| JAVAJPMorgan Active Value ETF | $23.4M | 0.5% | 293,835 |
| IEFAiShares Core MSCI EAFE ETF | $23.1M | 0.5% | 238,028 |
| TFLOiShares Treasury Floating Rate Bond ETF | $22.9M | 0.5% | 452,788 |
| JPMJPMorgan Chase & Co | $22.9M | 0.5% | 69,231 |
| ITAiShares U.S. Aerospace & Defense ETF | $22.4M | 0.5% | 108,334 |
| NFLXNetflix Inc | $22.2M | 0.4% | 319,749 |
| FNVFranco-Nevada Corp | $22M | 0.4% | 92,455 |
| GOLDMAN SACHS ETF TR | $21.8M | 0.4% | 234,712 |
| QUALiShares MSCI USA Quality Factor ETF | $21.8M | 0.4% | 98,202 |
| IEMGiShares Core MSCI Emerging Markets ETF | $21.4M | 0.4% | 264,158 |
| TDIVFirst Trust NASDAQ Technology Dividend Index Fund | $21.2M | 0.4% | 187,713 |
| BNDVanguard Total Bond Market ETF | $20.6M | 0.4% | 293,039 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $20.4M | 0.4% | 122,603 |
| TLTiShares 20+ Year Treasury Bond ETF | $20.3M | 0.4% | 261,478 |
| SCHBSchwab U.S. Broad Market ETF | $20.2M | 0.4% | 689,089 |
| MAGSRoundhill Magnificent Seven ETF | $20.2M | 0.4% | 281,636 |
| CGUSCapital Group Core Equity ETF | $20.1M | 0.4% | 451,590 |
| FTSMFirst Trust Enhanced Short Maturity ETF | $19.9M | 0.4% | 334,919 |
| PLTRPalantir Technologies Inc | $18.9M | 0.4% | 101,075 |
| CRWDCrowdStrike Holdings Inc | $18.3M | 0.4% | 69,310 |
| VVisa Inc | $18.2M | 0.4% | 50,696 |
| UBERUber Technologies Inc | $17.4M | 0.3% | 254,608 |
| VXUSVanguard Total International Stock ETF | $17.4M | 0.3% | 205,185 |
| EFAiShares MSCI EAFE ETF | $17.3M | 0.3% | 166,820 |
| MOATVanEck Morningstar Wide Moat ETF | $17.1M | 0.3% | 161,295 |
| IJHiShares Core S&P Mid-Cap ETF | $17M | 0.3% | 236,754 |
| FIDELITY COVINGTON TRUST | $16.9M | 0.3% | 278,832 |
| MUMicron Technology Inc | $16.8M | 0.3% | 15,779 |
| MOAltria Group Inc | $16.7M | 0.3% | 248,166 |
| MRVLMarvell Technology Inc | $16.4M | 0.3% | 62,204 |
| WMTWalmart Inc | $16.1M | 0.3% | 155,276 |
| GSSCGOLDMAN SACHS ETF TR | $15.5M | 0.3% | 180,723 |
| TSLATesla Inc | $15.3M | 0.3% | 43,184 |
| SOXXiShares Semiconductor ETF | $15.2M | 0.3% | 26,706 |
| ANGLOGOLD ASHANTI PLC | $15.1M | 0.3% | 160,515 |
| FISVFiserv Inc | $15.1M | 0.3% | 333,245 |
| SHYiShares 1-3 Year Treasury Bond ETF | $14.9M | 0.3% | 183,969 |
| XLKState Street Technology Select Sector SPDR ETF | $14.5M | 0.3% | 73,883 |
| ABBVAbbVie Inc | $14.4M | 0.3% | 54,869 |
| XYZBlock Inc | $14.2M | 0.3% | 192,474 |
| PVALPutnam Focused Large Cap Value ETF | $14.1M | 0.3% | 268,688 |
| CGBLCapital Group Core Balanced ETF | $14M | 0.3% | 381,081 |
| VTVVanguard Value ETF | $14M | 0.3% | 64,772 |
| IJRiShares Core S&P Small-Cap ETF | $14M | 0.3% | 102,590 |
| BINCiShares Flexible Income Active ETF | $13.8M | 0.3% | 270,796 |
| PGProcter & Gamble Co | $13.6M | 0.3% | 93,296 |
| VOEVanguard Mid-Cap Value ETF | $13.6M | 0.3% | 69,305 |
| CATCaterpillar Inc | $13.5M | 0.3% | 16,645 |
| VTIVanguard Total Stock Market ETF | $13.4M | 0.3% | 35,919 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $13.4M | 0.3% | 193,822 |
| UNHUnitedHealth Group Inc | $13M | 0.3% | 35,504 |
| JAAAJanus Henderson AAA CLO ETF | $13M | 0.3% | 257,265 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $12.8M | 0.3% | 127,618 |
| IAGGiShares International Aggregate Bond Fund | $12.8M | 0.3% | 260,450 |
| SPCXSpace Exploration Technologies Corp | $12.8M | 0.3% | 84,890 |
| DFAUDimensional US Core Equity Market ETF | $12.8M | 0.3% | 244,342 |
| CSCOCisco Systems Inc | $12.8M | 0.3% | 118,564 |
| CVXChevron Corp | $12.7M | 0.3% | 62,341 |
| ZZillow Group Inc | $12.7M | 0.3% | 469,184 |
| IWPiShares Russell Midcap Growth ETF | $12.3M | 0.2% | 89,564 |
| VBKVanguard Small-Cap Growth ETF | $12.1M | 0.2% | 35,959 |
| FIRST TR EXCHANGE-TRADED FD | $12M | 0.2% | 629,582 |
| JPSTJPMorgan Ultra-Short Income ETF | $11.9M | 0.2% | 237,172 |
| SCHWCharles Schwab Corp | $11.8M | 0.2% | 120,943 |
| VBVanguard Small-Cap ETF | $11.7M | 0.2% | 41,232 |
| IVLUiShares MSCI Intl Value Factor ETF | $11.6M | 0.2% | 271,309 |
| SGOViShares 0-3 Month Treasury Bond ETF | $11.6M | 0.2% | 115,291 |
| TG THERAPEUTICS INC | $11.5M | 0.2% | 206,949 |
| AXSMAxsome Therapeutics Inc | $11.5M | 0.2% | 62,384 |
| VLUEiShares MSCI USA Value Factor ETF | $11.4M | 0.2% | 57,668 |
| ISHARES TR | $11.4M | 0.2% | 469,655 |
| INTCIntel Corp | $11.4M | 0.2% | 94,626 |
| FNDFSchwab Fundamental International Equity ETF | $11.1M | 0.2% | 207,134 |
| FIRST TR EXCHANGE-TRADED ALP | $11.1M | 0.2% | 96,052 |
| RTXRTX Corp | $10.7M | 0.2% | 57,898 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $10.7M | 0.2% | 136,800 |
| VRTVertiv Holdings Co | $10.6M | 0.2% | 44,067 |
| JNJJohnson & Johnson | $10.6M | 0.2% | 39,876 |
| TERTeradyne Inc | $10.5M | 0.2% | 26,303 |
| EFGiShares MSCI EAFE Growth ETF | $10.5M | 0.2% | 87,894 |
| SMHVanEck Semiconductor ETF | $10.5M | 0.2% | 17,203 |
| NOWServiceNow Inc | $10.3M | 0.2% | 76,810 |
| IBBiShares Nasdaq Biotechnology Index Fund | $10.3M | 0.2% | 48,877 |
| XLVState Street Health Care Select Sector SPDR ETF | $10.2M | 0.2% | 60,778 |
| GDXVanEck Gold Miners ETF | $10.2M | 0.2% | 115,979 |
| URIUnited Rentals Inc | $10.1M | 0.2% | 10,101 |
| VWOVanguard FTSE Emerging Markets ETF | $10M | 0.2% | 168,872 |
| XLUState Street Utilities Select Sector SPDR ETF | $10M | 0.2% | 252,643 |
| SCHZSchwab US Aggregate Bond ETF | $10M | 0.2% | 450,734 |
| VSTVistra Corp | $9.9M | 0.2% | 71,638 |
| HDHome Depot Inc | $9.9M | 0.2% | 34,808 |
| MTUMiShares MSCI USA Momentum Factor ETF | $9.8M | 0.2% | 30,853 |
| PMPhilip Morris International Inc | $9.7M | 0.2% | 51,049 |
| LMBSFirst Trust Low Duration Opportunities ETF | $9.7M | 0.2% | 199,587 |
| BACBank of America Corp | $9.6M | 0.2% | 176,029 |
| BLACKROCK ETF TRUST | $9.6M | 0.2% | 320,587 |
| AGGiShares Core U.S. Aggregate Bond ETF | $9.5M | 0.2% | 100,925 |
| IGViShares Expanded Tech-Software Sector ETF | $9.4M | 0.2% | 88,734 |
| IBMInternational Business Machines Corp | $9.4M | 0.2% | 42,691 |
| TAT&T Inc | $9.3M | 0.2% | 382,410 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $9.3M | 0.2% | 179,460 |
| MAMastercard Inc | $9.1M | 0.2% | 16,564 |
| XLEState Street Energy Select Sector SPDR ETF | $9.1M | 0.2% | 148,522 |
| MCDMcDonald's Corp | $9.1M | 0.2% | 39,410 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $9.1M | 0.2% | 19,856 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $9M | 0.2% | 65,465 |
| BNY MELLON ETF TRUST | $8.9M | 0.2% | 183,174 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $8.8M | 0.2% | 112,372 |
| TCAFT. Rowe Price Capital Appreciation Equity ETF | $8.7M | 0.2% | 205,708 |
| VHTVanguard Health Care ETF | $8.6M | 0.2% | 27,226 |
| IYWiShares U.S. Technology ETF | $8.5M | 0.2% | 32,114 |
| ISHARES TR | $8.5M | 0.2% | 352,410 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $8.5M | 0.2% | 68,766 |
| CEFSprott Physical Gold and Silver Trust | $8.4M | 0.2% | 202,948 |
| INTERNATIONAL DV | $8.4M | 0.2% | 222,267 |
| PULSPGIM Ultra Short Bond ETF | $8.4M | 0.2% | 168,999 |
| PWRQuanta Services Inc | $8.2M | 0.2% | 12,761 |
| FVDFirst Trust VL Dividend | $8.1M | 0.2% | 172,961 |
| JBNDJPMorgan Active Bond ETF | $8.1M | 0.2% | 158,491 |
| COWZPacer US Cash Cows 100 ETF | $8.1M | 0.2% | 121,316 |
| PGIM ETF TR | $8.1M | 0.2% | 157,564 |
| TIDAL TRUST I | $8M | 0.2% | 287,497 |
| GSIEGoldman Sachs ActiveBeta International Equity ETF | $8M | 0.2% | 173,714 |
| EEMiShares MSCI Emerging Index Fund | $7.9M | 0.2% | 118,361 |
| CGXUCapital Group International Focus Equity ETF | $7.8M | 0.2% | 228,212 |
| ORCLOracle Corp | $7.8M | 0.2% | 56,917 |
| BLACKROCK ETF TRUST | $7.8M | 0.2% | 214,838 |
| KOCoca-Cola Co | $7.8M | 0.2% | 90,709 |
| VEUVanguard FTSE All World Ex US ETF | $7.8M | 0.2% | 94,086 |
| IWMiShares Russell 2000 Index Fund | $7.7M | 0.2% | 27,887 |
| VZVerizon Communications Inc | $7.7M | 0.2% | 167,568 |
| HELOJPMorgan Hedged Equity Laddered Overlay ETF | $7.7M | 0.2% | 111,052 |
| ISHARES TR | $7.6M | 0.2% | 304,558 |
| CRMSalesforce Inc | $7.6M | 0.2% | 33,014 |
| FTNTFortinet Inc | $7.5M | 0.2% | 42,070 |
| INVESCO EXCH TRADED FD TR II | $7.5M | 0.2% | 133,160 |
| TJXTJX Companies Inc | $7.5M | 0.1% | 56,474 |
| JAZZ PHARMACEUTICALS PLC | $7.4M | 0.1% | 32,153 |
| RNGRingCentral Inc | $7.4M | 0.1% | 99,079 |
| ETFIS SER TR I | $7.4M | 0.1% | 334,162 |
| VCSHVanguard Short-Term Corporate Bond ETF | $7.4M | 0.1% | 95,417 |
| STIPiShares 0-5 Year TIPS Bond ETF | $7.4M | 0.1% | 73,849 |
| AMERICAN CENTY ETF TR | $7.3M | 0.1% | 154,511 |
| VXFVanguard Extended Market ETF | $7.3M | 0.1% | 31,556 |
| GLDSPDR Gold Shares | $7.3M | 0.1% | 19,141 |
| FIRST TR EXCHANGE-TRADED FD | $7.3M | 0.1% | 349,334 |
| FVFirst Trust Dorsey Wright Focus 5 ETF | $7.2M | 0.1% | 98,132 |
| GLWCorning Inc | $7.2M | 0.1% | 46,703 |
| AMATApplied Materials Inc | $7.2M | 0.1% | 14,032 |
| NLRVanEck Uranium and Nuclear ETF | $7.2M | 0.1% | 69,167 |
| IWYiShares Russell Top 200 Growth ETF | $7.1M | 0.1% | 23,996 |
| GSGoldman Sachs Group Inc | $7.1M | 0.1% | 7,843 |
| INVESCO ACTIVELY MANAGED EXC | $7M | 0.1% | 278,402 |
| PFEPfizer Inc | $7M | 0.1% | 243,978 |
| FIRST TR EXCHANGE-TRADED FD | $7M | 0.1% | 249,561 |
| EATON CORP PLC | $6.9M | 0.1% | 16,026 |
| SCHASchwab U.S. Small-Cap ETF | $6.9M | 0.1% | 209,993 |
| FIXDFIRST TR EXCHNG TRADED FD VI | $6.7M | 0.1% | 163,073 |
| CAPITAL GROUP INTERNATIONAL | $6.7M | 0.1% | 186,653 |
| FIRST TR EXCHANGE-TRADED FD | $6.7M | 0.1% | 339,981 |
| SPHQInvesco S&P 500 Quality ETF | $6.7M | 0.1% | 79,487 |
| FIRST TR EXCHNG TRADED FD VI | $6.6M | 0.1% | 125,779 |
| SPABState Street SPDR Portfolio Aggregate Bond ETF | $6.6M | 0.1% | 271,465 |
| SHViShares 0-1 Year Treasury Bond ETF | $6.6M | 0.1% | 59,494 |
| BBUSJPMorgan BetaBuilders U.S. Equity ETF | $6.6M | 0.1% | 47,609 |
| PHParker-Hannifin Corp | $6.5M | 0.1% | 6,813 |
| ISHARES TR | $6.5M | 0.1% | 285,607 |
| NEMNewmont Corporation | $6.5M | 0.1% | 56,036 |
| DVYISHARES TR | $6.4M | 0.1% | 42,211 |
| MCKMcKesson Corp | $6.4M | 0.1% | 7,514 |
| IDViShares International Select Dividend ETF | $6.4M | 0.1% | 151,760 |
| LRCXLam Research Corp | $6.3M | 0.1% | 19,275 |
| TIDAL TRUST II | $6.3M | 0.1% | 222,246 |
| ICSHISHARES TR | $6.2M | 0.1% | 123,761 |
| SCHFSchwab International Equity ETF | $6.2M | 0.1% | 224,238 |
| DEDeere & Co | $6.2M | 0.1% | 9,169 |
| IWFiShares Russell 1000 Growth ETF | $6.1M | 0.1% | 48,572 |
| GEVGE Vernova Inc | $6.1M | 0.1% | 6,385 |
| ISHARES INC | $6M | 0.1% | 53,505 |
| XLIState Street Industrial Select Sector SPDR ETF | $6M | 0.1% | 36,016 |
| AXPAmerican Express Co | $6M | 0.1% | 19,689 |
| AURINIA PHARMACEUTICALS INC | $6M | 0.1% | 368,966 |
| IJSiShares S&P SmallCap 600 Value ETF | $6M | 0.1% | 46,535 |
| TXNTexas Instruments Inc | $6M | 0.1% | 21,256 |
| VTEBVanguard Tax-Exempt Bond ETF | $5.9M | 0.1% | 124,180 |
| SIXTH STREET SPECIALTY LENDI | $5.8M | 0.1% | 320,671 |
| ASML HLDG NV | $5.7M | 0.1% | 3,172 |
| TEVA PHARMACEUTICAL INDS LTD | $5.7M | 0.1% | 143,876 |
| GEGeneral Electric Co | $5.7M | 0.1% | 18,227 |
| FBCGFidelity Blue Chip Growth ETF | $5.7M | 0.1% | 89,800 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $5.7M | 0.1% | 57,193 |
| TLHiShares 10-20 Year Treasury Bond ETF | $5.7M | 0.1% | 61,332 |
| ISRGIntuitive Surgical Inc | $5.6M | 0.1% | 13,835 |
| SNOWSnowflake Inc | $5.6M | 0.1% | 16,551 |
| UPSUnited Parcel Service Inc | $5.6M | 0.1% | 59,589 |
| VOTVanguard Mid-Cap Growth ETF | $5.5M | 0.1% | 18,927 |
| DISWalt Disney Co | $5.5M | 0.1% | 52,172 |
| BLKBlackRock Inc | $5.4M | 0.1% | 5,138 |
| DGROiShares Core Dividend Growth ETF | $5.4M | 0.1% | 71,385 |
| WFCWells Fargo & Co | $5.4M | 0.1% | 67,037 |
| JMBSJANUS DETROIT STR TR | $5.4M | 0.1% | 126,971 |
| ISHARES TR | $5.3M | 0.1% | 252,651 |
| IUSBiShares Core Total USD Bond Market ETF | $5.3M | 0.1% | 121,053 |
| TEVA PHARMACEUTICAL INDS LTD | $5.3M | 0.1% | 143,891 |
| QQQMInvesco NASDAQ 100 ETF | $5.3M | 0.1% | 17,482 |
| FBNDFidelity Total Bond ETF | $5.3M | 0.1% | 122,635 |
| FANGDiamondback Energy Inc | $5.3M | 0.1% | 28,758 |
| HARBOR ETF TRUST | $5.3M | 0.1% | 149,774 |
| INFLHorizon Kinetics Inflation Beneficiaries ETF | $5.3M | 0.1% | 105,143 |
| MELIMercadoLibre Inc | $5.2M | 0.1% | 3,023 |
| VONGVanguard Russell 1000 Growth ETF | $5.2M | 0.1% | 40,486 |
| FRANKLIN TEMPLETON ETF TR | $5.2M | 0.1% | 90,545 |
| CARRCarrier Global Corp | $5.2M | 0.1% | 94,531 |
| ISHARES TR | $5.2M | 0.1% | 45,739 |
| LMTLockheed Martin Corp | $5.1M | 0.1% | 10,028 |
| OHIOmega Healthcare Investors, Inc | $5.1M | 0.1% | 109,596 |
| JGROJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF | $5.1M | 0.1% | 52,391 |
| APHAmphenol Corp | $5.1M | 0.1% | 59,966 |
| MUBiShares National Muni Bond ETF | $5M | 0.1% | 49,862 |
| FIRST TR EXCHNG TRADED FD VI | $5M | 0.1% | 114,113 |
| BUFRFT Vest Laddered Buffer ETF | $5M | 0.1% | 133,306 |
| TRVTravelers Companies Inc | $5M | 0.1% | 14,002 |
| SPTISPDR Portfolio Intermediate Term Treasury ETF | $5M | 0.1% | 182,732 |
| FIRST TR EXCHANGE-TRADED FD | $4.9M | 0.1% | 229,301 |
| DUKDuke Energy Corp | $4.9M | 0.1% | 42,868 |
| KKRKKR & Co Inc | $4.9M | 0.1% | 53,284 |
| XSOEWISDOMTREE TR | $4.8M | 0.1% | 102,874 |
| FNDXSchwab Fundamental US Large Company Index ETF | $4.8M | 0.1% | 151,117 |
| US EQTY PWR BUF | $4.8M | 0.1% | 93,721 |
| FIRST TR EXCHNG TRADED FD VI | $4.7M | 0.1% | 138,270 |
| FLEXSHARES TR | $4.7M | 0.1% | 52,027 |
| MEDTRONIC PLC | $4.7M | 0.1% | 54,631 |
| LEGG MASON ETF INVT | $4.7M | 0.1% | 111,870 |
| MORGAN STANLEY ETF TRUST | $4.6M | 0.1% | 95,843 |
| IBTIiShares iBonds Dec 2028 Term Treasury ETF | $4.6M | 0.1% | 208,901 |
| FCXFreeport-McMoRan Inc | $4.6M | 0.1% | 65,284 |
| PPLPPL Corp | $4.6M | 0.1% | 138,555 |
| SPHYState Street SPDR Portfolio High Yield Bond ETF | $4.5M | 0.1% | 201,091 |
| NSCNorfolk Southern Corp | $4.5M | 0.1% | 14,639 |
| TMOThermo Fisher Scientific Inc | $4.5M | 0.1% | 6,694 |
| NTRNutrien Ltd | $4.5M | 0.1% | 64,320 |
| JEPIJPMorgan Equity Premium Income ETF | $4.5M | 0.1% | 80,266 |
| TIPiShares TIPS Bond ETF | $4.5M | 0.1% | 43,364 |
| BNY MELLON ETF TRUST II | $4.5M | 0.1% | 133,759 |
| VBRVanguard Small-Cap Value ETF | $4.5M | 0.1% | 19,406 |
| ISHARES TR | $4.5M | 0.1% | 85,028 |
| FIDELITY COVINGTON TRUST | $4.4M | 0.1% | 98,627 |
| CWBSPDR Bloomberg Convertible Securities ETF | $4.4M | 0.1% | 43,652 |
| MSMorgan Stanley | $4.4M | 0.1% | 23,431 |
| EVTREaton Vance Total Return Bond ETF | $4.4M | 0.1% | 91,386 |
| INVESCO EXCHANGE TRADED FD T | $4.4M | 0.1% | 132,186 |
| NEENextera Energy Inc | $4.4M | 0.1% | 57,711 |
| AMERICAN CENTY ETF TR | $4.4M | 0.1% | 32,509 |
| EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | $4.4M | 0.1% | 47,995 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $4.4M | 0.1% | 82,361 |
| HURCHurco Companies Inc | $4.3M | 0.1% | 200,068 |
| ISHARES TR | $4.3M | 0.1% | 96,111 |
| MLMMartin Marietta Materials Inc | $4.3M | 0.1% | 8,999 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $4.3M | 0.1% | 8,433 |
| GTOInvesco Total Return Bond ETF | $4.3M | 0.1% | 95,852 |
| FIRST TR EXCHNG TRADED FD VI | $4.3M | 0.1% | 91,233 |
| EA SERIES TRUST | $4.2M | 0.1% | 60,070 |
| AMERICAN CENTY ETF TR | $4.2M | 0.1% | 83,015 |
| VOVanguard Mid-Cap ETF | $4.2M | 0.1% | 53,477 |
| UNPUnion Pacific Corp | $4.2M | 0.1% | 15,382 |
| DDDupont De Nemours Inc | $4.2M | 0.1% | 32,128 |
| CAGConagra Brands Inc | $4.2M | 0.1% | 309,934 |
| MRKMerck & Co Inc | $4.2M | 0.1% | 28,643 |
| BLACKROCK ETF TRUST | $4.2M | 0.1% | 84,832 |
| PSXPhillips 66 | $4.1M | 0.1% | 16,135 |
| ULUnilever PLC | $4.1M | 0.1% | 67,515 |
| IBITiShares Bitcoin Trust ETF | $4.1M | 0.1% | 86,235 |
| USMViShares MSCI USA Min Vol Factor ETF | $4.1M | 0.1% | 41,658 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $4M | 0.1% | 65,979 |
| SDOGALPS ETF TR | $4M | 0.1% | 59,085 |
| DOWDow Inc | $4M | 0.1% | 145,117 |
| HCAHCA Healthcare Inc | $4M | 0.1% | 9,339 |
| FIRST TR EXCHANGE-TRADED FD | $4M | 0.1% | 95,483 |
| IQVIQVIA Holdings Inc | $4M | 0.1% | 14,764 |
| US EQT ULTRA BF | $4M | 0.1% | 92,270 |
| SIRISirius XM Holdings Inc | $3.9M | 0.1% | 152,366 |
| IEIiShares 3-7 Year Treasury Bond ETF | $3.9M | 0.1% | 34,755 |
| SCZiShares MSCI EAFE Small-Cap ETF | $3.9M | 0.1% | 46,478 |
| CCitigroup Inc | $3.9M | 0.1% | 30,269 |
| GDGeneral Dynamics Corp | $3.9M | 0.1% | 11,750 |
| FNFFidelity National Financial Inc | $3.8M | 0.1% | 99,410 |
| PHOInvesco Water Resources ETF | $3.8M | 0.1% | 56,614 |
| USFRWISDOMTREE TR | $3.8M | 0.1% | 76,139 |
| KLACKLA Corp | $3.8M | 0.1% | 19,671 |
| AMGNAmgen Inc | $3.8M | 0.1% | 8,938 |
| SLQDISHARES TR | $3.8M | 0.1% | 75,971 |
| FEMFirst Trust Emerging Markets AlphaDEX Fund | $3.7M | 0.1% | 116,355 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $3.7M | 0.1% | 73,705 |
| FIRST TR EXCHANGE-TRADED FD | $3.7M | 0.1% | 96,809 |
| IHDGWisdomTree International Hedged Quality Dividend Growth Fund | $3.7M | 0.1% | 70,433 |
| J P MORGAN EXCHANGE TRADED F | $3.7M | 0.1% | 49,510 |
| EXELExelixis Inc | $3.7M | 0.1% | 62,529 |
| SYYSysco Corp | $3.6M | 0.1% | 46,773 |
| CEGConstellation Energy Corp | $3.6M | 0.1% | 14,314 |
| ICLNiShares Global Clean Energy ETF | $3.6M | 0.1% | 212,487 |
| RBB FUND TRUST | $3.6M | 0.1% | 66,896 |
| DFAIDimensional International Core Equity Market ETF | $3.6M | 0.1% | 86,281 |
| GOVTiShares U.S. Treasury Bond ETF | $3.6M | 0.1% | 163,317 |
| AVEMAvantis Emerging Markets Equity ETF | $3.5M | 0.1% | 37,669 |
| IWBiShares Russell 1000 ETF | $3.5M | 0.1% | 8,495 |
| DUSADavis Select U.S. Equity ETF | $3.5M | 0.1% | 64,626 |
| FNDASchwab Fundamental US Small Company Index ETF | $3.5M | 0.1% | 100,733 |
| CICigna Group | $3.5M | 0.1% | 12,962 |
| BONDBLOXX ETF TRUST | $3.5M | 0.1% | 89,088 |
| SHWSherwin-Williams Co | $3.5M | 0.1% | 10,888 |
| XBIState Street SPDR S&P Biotech ETF | $3.5M | 0.1% | 22,189 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $3.5M | 0.1% | 55,353 |
| VPUVanguard Utilities ETF | $3.5M | 0.1% | 20,393 |
| ADVISORS INNER CIRCLE FD III | $3.5M | 0.1% | 131,978 |
| FIRST TR EXCHANGE-TRADED FD | $3.5M | 0.1% | 37,110 |
| KNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF | $3.5M | 0.1% | 72,111 |
| FTAFIRST TR EXCHANGE-TRADED ALP | $3.5M | 0.1% | 36,325 |
| ANETArista Networks Inc | $3.4M | 0.1% | 16,862 |
| IDEViShares Core MSCI International Developed Markets ETF | $3.4M | 0.1% | 38,325 |
| AMLPAlerian MLP ETF | $3.4M | 0.1% | 65,858 |
| BMYBristol-Myers Squibb Co | $3.4M | 0.1% | 54,624 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $3.4M | 0.1% | 37,128 |
| DFIVDimensional International Value ETF | $3.4M | 0.1% | 60,831 |
| ORealty Income Corp | $3.4M | 0.1% | 62,258 |
| DDOGDatadog Inc (Pre-Reincorporation) | $3.3M | 0.1% | 12,223 |
| SNDKSandisk Corp | $3.3M | 0.1% | 1,923 |
| THROiShares U.S. Thematic Rotation Active ETF | $3.3M | 0.1% | 75,411 |
| FIRST TR EXCHANGE-TRADED ALP | $3.3M | 0.1% | 18,565 |
| COPConocoPhillips | $3.3M | 0.1% | 26,268 |
| FIRST TR EXCHANGE-TRADED FD | $3.3M | 0.1% | 181,201 |
| PIMCO ETF TR | $3.2M | 0.1% | 34,498 |
| DLRDigital Realty Trust Inc | $3.2M | 0.1% | 18,495 |
| ORLYO'Reilly Automotive Inc | $3.2M | 0.1% | 37,860 |
| ISHARES TR | $3.2M | 0.1% | 158,063 |
| TWIN DISC INC | $3.2M | 0.1% | 122,185 |
| ISHARES TR | $3.1M | 0.1% | 156,988 |
| XLFState Street Financial Select Sector SPDR ETF | $3.1M | 0.1% | 58,134 |
| INVESCO ACTIVELY MANAGED EXC | $3.1M | 0.1% | 54,048 |
| EFViShares MSCI EAFE Value ETF | $3.1M | 0.1% | 38,988 |
| FIRST TR EXCHANGE-TRADED FD | $3.1M | 0.1% | 159,074 |
| IWSiShares Russell Mid-cap Value ETF | $3M | 0.1% | 18,844 |
| JCPBJPMorgan Core Plus Bond ETF | $3M | 0.1% | 67,249 |
| IWDiShares Russell 1000 Value ETF | $3M | 0.1% | 12,095 |
| VLOValero Energy Corp | $3M | 0.1% | 7,685 |
| FDNFirst Trust DJ Internet Index Fund | $3M | 0.1% | 10,308 |
| SOSouthern Co | $3M | 0.1% | 35,805 |
| BAIiShares A.I. Innovation and Tech Active ETF | $2.9M | 0.1% | 62,278 |
| PNCPNC Financial Services Group Inc | $2.9M | 0.1% | 13,213 |
| FTECFIDELITY COVINGTON TRUST | $2.9M | 0.1% | 9,774 |
| CAPITAL GRP FIXED INCM ETF T | $2.9M | 0.1% | 137,854 |
| BNDXVanguard Total International Bond ETF | $2.9M | 0.1% | 62,214 |
| VGLTVanguard Long-Term Treasury ETF | $2.9M | 0.1% | 58,103 |
| PEPPepsiCo Inc | $2.9M | 0.1% | 22,745 |
| INNOVATOR ETFS TRUST | $2.9M | 0.1% | 68,192 |
| COHRCoherent Corp | $2.9M | 0.1% | 10,011 |
| FIRST TR EXCHANGE-TRADED FD | $2.8M | 0.1% | 145,051 |
| CHUBB LIMITED | $2.8M | 0.1% | 8,741 |
| GLDMSPDR Gold MiniShares Trust | $2.8M | 0.1% | 33,846 |
| J P MORGAN EXCHANGE TRADED F | $2.8M | 0.1% | 59,440 |
| DFCFDimensional Core Fixed Income ETF | $2.8M | 0.1% | 69,127 |
| ISHARES TR | $2.8M | 0.1% | 35,355 |
| VYMIVanguard International High Dividend Yield ETF | $2.8M | 0.1% | 27,194 |
| DGXQuest Diagnostics Inc | $2.7M | 0.1% | 11,797 |
| ONEQFidelity Nasdaq Composite Index ETF | $2.7M | 0.1% | 25,958 |
| INVESCO EXCHANGE TRADED FD T | $2.7M | 0.1% | 120,214 |
| BUFDFT Vest Laddered Deep Buffer ETF | $2.7M | 0.1% | 90,285 |
| VTVanguard Total World Stock Index ETF | $2.7M | 0.1% | 17,315 |
| QTECFIRST TR EXCHANGE-TRADED FD | $2.7M | 0.1% | 8,165 |
| FIRST TR EXCH TRADED FD III | $2.7M | 0.1% | 136,843 |
| NEBIUS GROUP N.V. | $2.6M | 0.1% | 11,223 |
| INNOVATOR ETFS TRUST | $2.6M | 0.1% | 55,132 |
| VANGUARD MALVERN FDS | $2.6M | 0.1% | 35,648 |
| APPApplovin Corp | $2.6M | 0.1% | 9,066 |
| CAIECalamos Autocallable Income ETF | $2.6M | 0.1% | 98,730 |
| COKECoca-Cola Consolidated Inc | $2.6M | 0.1% | 13,857 |
| FDTFirst Trust Developed Markets Ex-US AlphaDEX Fund | $2.6M | 0.1% | 27,870 |
| ETREntergy Corp | $2.6M | 0.1% | 26,284 |
| BLOKAmplify Transformational Data Sharing ETF | $2.6M | 0.1% | 42,565 |
| EOGEOG Resources Inc | $2.6M | 0.1% | 18,875 |
| MPCMarathon Petroleum Corp | $2.6M | 0.1% | 6,561 |
| EPDEnterprise Products Partners L.P | $2.6M | 0.1% | 72,831 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $2.6M | 0.1% | 23,770 |
| JIREJ.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF | $2.6M | 0.1% | 31,183 |
| NOCNorthrop Grumman Corp | $2.6M | 0.1% | 5,298 |
| CTASCintas Corp | $2.6M | 0.1% | 13,126 |
| IFRAiShares U.S. Infrastructure ETF | $2.6M | 0.1% | 46,460 |
| INTFiShares International Equity Factor ETF | $2.5M | 0.1% | 61,303 |
| FPEFirst Trust Preferred Securities and Income ETF ETF | $2.5M | 0.1% | 148,008 |
| AMERICAN CENTY ETF TR | $2.5M | 0.1% | 21,487 |
| CLOAiShares AAA CLO Active ETF | $2.5M | 0.1% | 48,451 |
| WMWaste Management Inc | $2.5M | 0.0% | 12,207 |
| FENIFidelity Enhanced International ETF | $2.5M | 0.0% | 61,980 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $2.5M | 0.0% | 53,107 |
| HOODRobinhood Markets Inc | $2.5M | 0.0% | 21,901 |
| SHELShell PLC | $2.5M | 0.0% | 25,800 |
| EWJiShares MSCI Japan Index Fund | $2.4M | 0.0% | 24,975 |
| SHOPShopify Inc | $2.4M | 0.0% | 16,252 |
| CAHCardinal Health Inc | $2.4M | 0.0% | 10,829 |
| SBUXStarbucks Corp | $2.4M | 0.0% | 25,626 |
| SLViShares Silver Trust | $2.4M | 0.0% | 43,709 |
| FASTFastenal Co | $2.4M | 0.0% | 47,983 |
| AIM ETF PRODUCTS TRUST | $2.4M | 0.0% | 59,920 |
| GBILGOLDMAN SACHS ETF TR | $2.4M | 0.0% | 23,660 |
| GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $2.4M | 0.0% | 13,312 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $2.4M | 0.0% | 98,757 |
| CAPITAL GROUP INTERNATIONAL | $2.4M | 0.0% | 64,089 |
| TTWOTake-Two Interactive Software Inc | $2.4M | 0.0% | 11,335 |
| BOXXEA Series Trust Alpha Architect 1-3 Month Box ETF | $2.3M | 0.0% | 19,727 |
| NETCloudflare Inc | $2.3M | 0.0% | 6,708 |
| HARRIS OAKMARK ETF TRUST | $2.3M | 0.0% | 79,321 |
| RECSColumbia Research Enhanced Core ETF | $2.3M | 0.0% | 51,261 |
| NEOS ETF TRUST | $2.3M | 0.0% | 40,999 |
| EZUiShares MSCI Eurozone ETF | $2.3M | 0.0% | 34,110 |
| DFAEDimensional Emerging Core Equity Market ETF | $2.3M | 0.0% | 57,731 |
| MPMP Materials Corp | $2.3M | 0.0% | 47,842 |
| CORCencora Inc | $2.3M | 0.0% | 7,503 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $2.2M | 0.0% | 28,985 |
| COMMERCIAL METALS CO | $2.2M | 0.0% | 36,016 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $2.2M | 0.0% | 25,697 |
| TIMOTHY PLAN | $2.2M | 0.0% | 49,697 |
| TRMBTrimble Inc | $2.2M | 0.0% | 38,561 |
| MNSTMonster Beverage Corp | $2.2M | 0.0% | 52,909 |
| FIRST TR EXCHNG TRADED FD VI | $2.2M | 0.0% | 88,042 |
| ADBEAdobe Inc | $2.2M | 0.0% | 9,031 |
| STRLSterling Infrastructure Inc | $2.2M | 0.0% | 4,400 |
| ISHARES U S ETF TR | $2.2M | 0.0% | 43,521 |
| EA SERIES TRUST | $2.2M | 0.0% | 56,854 |
| FBTFirst Trust Amex Biotech Index Fund | $2.1M | 0.0% | 7,891 |
| MGKVanguard Mega Cap Growth ETF | $2.1M | 0.0% | 23,186 |
| LOWLowe's Companies Inc | $2.1M | 0.0% | 11,646 |
| PYPLPayPal Holdings Inc | $2.1M | 0.0% | 40,843 |
| MGCVanguard Mega Cap ETF | $2.1M | 0.0% | 7,593 |
| US EQTY PWR BUF | $2.1M | 0.0% | 48,604 |
| LNGCheniere Energy Inc | $2.1M | 0.0% | 7,925 |
| CASYCaseys General Stores Inc | $2.1M | 0.0% | 3,502 |
| PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $2.1M | 0.0% | 110,281 |
| JANUS DETROIT STR TR | $2.1M | 0.0% | 44,977 |
| XLCThe Communication Services Select Sector SPDR Fund | $2.1M | 0.0% | 19,115 |
| INNOVATOR ETFS TRUST | $2.1M | 0.0% | 42,622 |
| JBTMJBT Marel Corp | $2.1M | 0.0% | 20,051 |
| NTNXNutanix Inc | $2.1M | 0.0% | 30,028 |
| LINDE PLC | $2.1M | 0.0% | 4,453 |
| FEPFIRST TR EXCH TRD ALPHDX FD | $2.1M | 0.0% | 37,438 |
| MBBiShares MBS ETF | $2.1M | 0.0% | 23,534 |
| XARSPDR S&P Aerospace & Defense ETF | $2.1M | 0.0% | 9,081 |
| ISHARES TR | $2.1M | 0.0% | 50,791 |
| JPIEJPMorgan Income ETF | $2.1M | 0.0% | 46,720 |
| SPDR SERIES TRUST | $2.1M | 0.0% | 34,293 |
| SEAGATE TECHNOLOGY HLDNGS PL | $2.1M | 0.0% | 2,271 |
| AMERICAN CENTY ETF TR | $2.1M | 0.0% | 30,011 |
| MCOMoody's Corp | $2.1M | 0.0% | 4,587 |
| FRANKLIN TEMPLETON ETF TR | $2.1M | 0.0% | 33,969 |
| SCCOSouthern Copper Corp | $2.1M | 0.0% | 10,214 |
| HRIHerc Holdings Inc | $2.1M | 0.0% | 16,531 |
| ISHARES TR | $2.1M | 0.0% | 85,682 |
| IBTGiShares iBonds Dec 2026 Term Treasury ETF | $2M | 0.0% | 89,391 |
| VANGUARD INSTL INDEX FD | $2M | 0.0% | 26,881 |
| TDGTransDigm Group Inc | $2M | 0.0% | 1,880 |
Quarter ending 2026-09-30.
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