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Independent Financial Group, LLC Portfolio
$4.9B across 500 positions as of 2026-09-30, with 28% 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
11 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +1.1% | +2.1% |
| Dec 31, 2024 to Mar 31, 2025 | -6.7% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +3.9% | +2.1% |
| Jun 30, 2024 to Sep 30, 2024 | +4.1% | +5.4% |
| Mar 31, 2024 to Jun 30, 2024 | +5.8% | +4.0% |
| Dec 31, 2023 to Mar 31, 2024 | +10.7% | +10.0% |
| Sep 30, 2023 to Dec 31, 2023 | +11.6% | +11.2% |
| Jun 30, 2023 to Sep 30, 2023 | -3.1% | -3.6% |
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 | $396.7M | 8.1% | 1,736,929 |
| AAPLApple Inc | $164.6M | 3.4% | 494,236 |
| QQQInvesco QQQ Trust, Series 1 | $139.4M | 2.9% | 188,460 |
| MUMicron Technology Inc | $119.6M | 2.5% | 112,256 |
| AVGOBroadcom Inc | $104.9M | 2.2% | 298,758 |
| MSFTMicrosoft Corp | $101.4M | 2.1% | 197,671 |
| AMZNAmazon.com Inc | $97.8M | 2.0% | 392,507 |
| IVViShares Core S&P 500 ETF | $95.4M | 2.0% | 124,564 |
| SPYState Street SPDR S&P 500 ETF Trust | $82M | 1.7% | 107,579 |
| VTIVanguard Total Stock Market ETF | $54.6M | 1.1% | 145,867 |
| GOOGAlphabet Inc | $53.4M | 1.1% | 156,720 |
| PGIM ETF TR | $52.4M | 1.1% | 1,021,928 |
| XLKState Street Technology Select Sector SPDR ETF | $50.8M | 1.0% | 259,672 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $44.9M | 0.9% | 98,409 |
| AMDAdvanced Micro Devices Inc | $42.6M | 0.9% | 69,634 |
| GOOGLAlphabet Inc | $42M | 0.9% | 121,928 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $41.1M | 0.8% | 457,644 |
| SMHVanEck Semiconductor ETF | $38.4M | 0.8% | 63,094 |
| BUFRFT Vest Laddered Buffer ETF | $36.7M | 0.8% | 979,158 |
| METAMeta Platforms Inc | $34.7M | 0.7% | 47,861 |
| CGDVCapital Group Dividend Value ETF | $34.1M | 0.7% | 698,125 |
| VOOVanguard S&P 500 ETF | $32M | 0.7% | 45,599 |
| PLTRPalantir Technologies Inc | $31.8M | 0.7% | 169,919 |
| GLDSPDR Gold Shares | $31.8M | 0.7% | 83,390 |
| GARPiShares MSCI USA Quality GARP ETF | $31.4M | 0.6% | 368,415 |
| NEOS ETF TRUST | $30.8M | 0.6% | 554,842 |
| SNTHMRP SynthEquity ETF | $30.8M | 0.6% | 1,043,152 |
| TSLATesla Inc | $30.7M | 0.6% | 86,395 |
| COSTCostco Wholesale Corp | $30.1M | 0.6% | 33,072 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $28.5M | 0.6% | 364,024 |
| SOXXiShares Semiconductor ETF | $27.6M | 0.6% | 48,525 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $25.9M | 0.5% | 210,705 |
| CRWDCrowdStrike Holdings Inc | $25.8M | 0.5% | 97,590 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $25.7M | 0.5% | 716,173 |
| SCHDSchwab US Dividend Equity ETF | $24.5M | 0.5% | 753,242 |
| JPSTJPMorgan Ultra-Short Income ETF | $24.2M | 0.5% | 480,475 |
| TQQQProShares UltraPro QQQ | $24.1M | 0.5% | 308,926 |
| COWZPacer US Cash Cows 100 ETF | $22.4M | 0.5% | 334,981 |
| IJHiShares Core S&P Mid-Cap ETF | $21.9M | 0.5% | 304,795 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $21.9M | 0.4% | 357,660 |
| SGOViShares 0-3 Month Treasury Bond ETF | $19.9M | 0.4% | 197,517 |
| LLYEli Lilly and Co | $19.8M | 0.4% | 17,076 |
| BRK.BBerkshire Hathaway Inc | $19.7M | 0.4% | 39,601 |
| VXUSVanguard Total International Stock ETF | $19.4M | 0.4% | 228,540 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $19.3M | 0.4% | 279,286 |
| WMTWalmart Inc | $19.3M | 0.4% | 185,498 |
| SNDKSandisk Corp | $19.3M | 0.4% | 11,079 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $19.2M | 0.4% | 115,377 |
| QQQMInvesco NASDAQ 100 ETF | $18.5M | 0.4% | 60,612 |
| PANWPalo Alto Networks Inc | $18.1M | 0.4% | 45,557 |
| VUGVanguard Growth ETF | $17.9M | 0.4% | 198,179 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $17.7M | 0.4% | 171,336 |
| MRVLMarvell Technology Inc | $17.6M | 0.4% | 66,547 |
| VGTVanguard Information Tech ETF | $16.8M | 0.3% | 133,809 |
| SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | $16.6M | 0.3% | 408,959 |
| VOTVanguard Mid-Cap Growth ETF | $16.6M | 0.3% | 56,693 |
| FDTFirst Trust Developed Markets Ex-US AlphaDEX Fund | $16M | 0.3% | 170,465 |
| DIREXION SHARES ETF TRUST | $15.7M | 0.3% | 130,804 |
| BNDVanguard Total Bond Market ETF | $15.6M | 0.3% | 222,548 |
| IWMiShares Russell 2000 Index Fund | $15.6M | 0.3% | 56,079 |
| BLACKROCK ETF TRUST | $15.3M | 0.3% | 421,888 |
| JPMJPMorgan Chase & Co | $15M | 0.3% | 45,301 |
| DELLDell Technologies Inc | $14.9M | 0.3% | 27,753 |
| CATCaterpillar Inc | $14.4M | 0.3% | 17,738 |
| MSTRStrategy Inc | $14.1M | 0.3% | 92,253 |
| MGKVanguard Mega Cap Growth ETF | $14.1M | 0.3% | 152,427 |
| BLUEROCK PVT REAL ESTATE FD | $14.1M | 0.3% | 1,122,211 |
| BEBloom Energy Corp | $13.8M | 0.3% | 49,849 |
| SPCXSpace Exploration Technologies Corp | $13.7M | 0.3% | 90,616 |
| GDXVanEck Gold Miners ETF | $13.5M | 0.3% | 153,208 |
| ABBVAbbVie Inc | $13.2M | 0.3% | 50,277 |
| NEOS ETF TRUST | $12.8M | 0.3% | 252,872 |
| GEVGE Vernova Inc | $12.8M | 0.3% | 13,435 |
| VYMVanguard High Dividend Yield ETF | $12.7M | 0.3% | 82,148 |
| ICSHISHARES TR | $12.6M | 0.3% | 249,372 |
| XOMExxonmobil Holdings Corp | $12.5M | 0.3% | 77,044 |
| JAAAJanus Henderson AAA CLO ETF | $12.5M | 0.3% | 247,805 |
| MOATVanEck Morningstar Wide Moat ETF | $12.3M | 0.3% | 116,521 |
| ITAiShares U.S. Aerospace & Defense ETF | $12.3M | 0.3% | 59,327 |
| VVisa Inc | $12.2M | 0.3% | 33,989 |
| T ROWE PRICE EXCHANGE-TRADED | $12.2M | 0.3% | 252,567 |
| XLEState Street Energy Select Sector SPDR ETF | $12.2M | 0.2% | 197,936 |
| CGGRCapital Group Growth ETF | $12.2M | 0.2% | 256,325 |
| RSPInvesco S&P 500 Equal Weight ETF | $12.1M | 0.2% | 58,234 |
| IEMGiShares Core MSCI Emerging Markets ETF | $12M | 0.2% | 147,623 |
| FIRST TR EXCHANGE-TRADED FD | $11.9M | 0.2% | 571,521 |
| SMASmartStop Self Storage REIT Inc | $11.7M | 0.2% | 362,619 |
| SPYISHP ETF Trust NEOS S&P 500 High Income ETF | $11.5M | 0.2% | 216,029 |
| PROSHARES TR | $11.4M | 0.2% | 164,700 |
| INVESCO EXCH TRADED FD TR II | $11.4M | 0.2% | 202,969 |
| XLVState Street Health Care Select Sector SPDR ETF | $11.1M | 0.2% | 66,204 |
| AMATApplied Materials Inc | $11.1M | 0.2% | 21,774 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $11.1M | 0.2% | 120,873 |
| NEARiShares Short Duration Bond Active ETF | $11.1M | 0.2% | 223,148 |
| SLViShares Silver Trust | $10.8M | 0.2% | 197,218 |
| JNJJohnson & Johnson | $10.7M | 0.2% | 40,492 |
| INTCIntel Corp | $10.7M | 0.2% | 88,721 |
| SPMOInvesco S&P 500 Momentum ETF | $10.6M | 0.2% | 69,736 |
| CREDO TECHNOLOGY GROUP HOLDI | $10.5M | 0.2% | 53,662 |
| ICOWPACER FDS TR | $10.3M | 0.2% | 245,458 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $10.2M | 0.2% | 130,427 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $10M | 0.2% | 109,424 |
| VIGVanguard Div Appreciation ETF | $10M | 0.2% | 42,909 |
| SPDR SERIES TRUST | $10M | 0.2% | 163,658 |
| VYMIVanguard International High Dividend Yield ETF | $10M | 0.2% | 98,496 |
| SRLNState Street Blackstone Senior Loan ETF | $9.9M | 0.2% | 245,642 |
| INVESCO EXCH TRADED FD TR II | $9.9M | 0.2% | 161,578 |
| TLTiShares 20+ Year Treasury Bond ETF | $9.7M | 0.2% | 124,599 |
| LRCXLam Research Corp | $9.6M | 0.2% | 29,190 |
| ARCCAres Capital Corp | $9.5M | 0.2% | 498,617 |
| GEGeneral Electric Co | $9.5M | 0.2% | 30,364 |
| SEAGATE TECHNOLOGY HLDNGS PL | $9.4M | 0.2% | 10,241 |
| VTVVanguard Value ETF | $9.4M | 0.2% | 43,440 |
| JEPIJPMorgan Equity Premium Income ETF | $9.3M | 0.2% | 165,782 |
| FIRST TR EXCHANGE-TRADED FD | $9.2M | 0.2% | 466,596 |
| FCXFreeport-McMoRan Inc | $9.2M | 0.2% | 131,549 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $8.8M | 0.2% | 87,814 |
| NFLXNetflix Inc | $8.8M | 0.2% | 126,467 |
| CSCOCisco Systems Inc | $8.8M | 0.2% | 81,640 |
| VBKVanguard Small-Cap Growth ETF | $8.8M | 0.2% | 26,008 |
| IYWiShares U.S. Technology ETF | $8.7M | 0.2% | 32,980 |
| ANGEL OAK FUNDS TRUST | $8.7M | 0.2% | 172,125 |
| CAPITOL SER TR | $8.7M | 0.2% | 351,147 |
| XLIState Street Industrial Select Sector SPDR ETF | $8.5M | 0.2% | 50,617 |
| QUALiShares MSCI USA Quality Factor ETF | $8.4M | 0.2% | 37,773 |
| SKYYFirst Trust Cloud Computing ETF | $8.4M | 0.2% | 51,153 |
| FSKFS KKR Capital Corp | $8.3M | 0.2% | 758,449 |
| IUSBiShares Core Total USD Bond Market ETF | $8.2M | 0.2% | 186,096 |
| ISHARES TR | $8.1M | 0.2% | 151,403 |
| PIMCO DYNAMIC INCOME FD | $8.1M | 0.2% | 580,408 |
| CAPITAL GROUP INTERNATIONAL | $8.1M | 0.2% | 225,715 |
| BMNRBitmine Immersion Technologies Inc | $8.1M | 0.2% | 306,379 |
| INNOVATOR ETFS TRUST | $8.1M | 0.2% | 231,389 |
| HDHome Depot Inc | $8M | 0.2% | 28,217 |
| IJRiShares Core S&P Small-Cap ETF | $8M | 0.2% | 58,862 |
| LITELumentum Holdings Inc | $8M | 0.2% | 8,235 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $8M | 0.2% | 15,689 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $8M | 0.2% | 158,764 |
| CVXChevron Corp | $7.9M | 0.2% | 38,639 |
| MRKMerck & Co Inc | $7.8M | 0.2% | 54,016 |
| PACER FDS TR | $7.8M | 0.2% | 170,866 |
| PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF | $7.8M | 0.2% | 147,977 |
| NETCloudflare Inc | $7.7M | 0.2% | 22,143 |
| VOOGVanguard S&P 500 Growth ETF | $7.6M | 0.2% | 89,413 |
| INNOVATOR ETFS TRUST | $7.6M | 0.2% | 241,831 |
| FTNTFortinet Inc | $7.6M | 0.2% | 42,409 |
| AIRRFirst Trust RBA American Industrial Renaissance ETF | $7.6M | 0.2% | 73,259 |
| NTRANatera Inc | $7.4M | 0.2% | 17,969 |
| ISHARES INC | $7.3M | 0.1% | 39,968 |
| BAIiShares A.I. Innovation and Tech Active ETF | $7.3M | 0.1% | 154,797 |
| ANGEL OAK FUNDS TRUST | $7.2M | 0.1% | 359,102 |
| SHViShares 0-1 Year Treasury Bond ETF | $7.2M | 0.1% | 64,963 |
| QCOMQualcomm Inc | $7M | 0.1% | 38,154 |
| NORTHERN LTS FD TR III | $6.9M | 0.1% | 132,849 |
| HACKETFMG Prime Cyber Security ETF | $6.8M | 0.1% | 55,966 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $6.8M | 0.1% | 107,514 |
| AST SPACEMOBILE INC | $6.8M | 0.1% | 114,907 |
| WDCWestern Digital Corp | $6.8M | 0.1% | 14,854 |
| MTUMiShares MSCI USA Momentum Factor ETF | $6.7M | 0.1% | 21,159 |
| VODVodafone Group PLC | $6.7M | 0.1% | 412,072 |
| CAIECalamos Autocallable Income ETF | $6.6M | 0.1% | 248,450 |
| LEGG MASON ETF INVT | $6.6M | 0.1% | 158,015 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $6.5M | 0.1% | 126,107 |
| INNOVATOR ETFS TRUST | $6.5M | 0.1% | 166,851 |
| T ROWE PRICE EXCHANGE-TRADED | $6.5M | 0.1% | 137,724 |
| EXCHANGE TRADED CONCEPTS TRU | $6.5M | 0.1% | 107,151 |
| NEOS ETF TRUST | $6.5M | 0.1% | 129,763 |
| XLFState Street Financial Select Sector SPDR ETF | $6.4M | 0.1% | 120,696 |
| PEPPepsiCo Inc | $6.4M | 0.1% | 50,589 |
| BLACKROCK ETF TRUST | $6.4M | 0.1% | 130,572 |
| SPABState Street SPDR Portfolio Aggregate Bond ETF | $6.4M | 0.1% | 261,855 |
| GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $6.3M | 0.1% | 35,408 |
| GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $6.3M | 0.1% | 43,112 |
| IBMInternational Business Machines Corp | $6.2M | 0.1% | 28,101 |
| CLSCelestica Inc | $6.2M | 0.1% | 17,023 |
| ANETArista Networks Inc | $6.1M | 0.1% | 30,130 |
| NEBIUS GROUP N.V. | $6.1M | 0.1% | 25,997 |
| BABoeing Co | $6.1M | 0.1% | 32,915 |
| XMHQInvesco S&P MidCap Quality ETF | $6.1M | 0.1% | 54,571 |
| IVWiShares S&P 500 Growth ETF | $6.1M | 0.1% | 42,600 |
| VZVerizon Communications Inc | $6M | 0.1% | 130,833 |
| USMViShares MSCI USA Min Vol Factor ETF | $5.9M | 0.1% | 60,290 |
| CAPITAL GRP FIXED INCM ETF T | $5.9M | 0.1% | 277,183 |
| VBVanguard Small-Cap ETF | $5.9M | 0.1% | 20,618 |
| SHLDGlobal X Defense Tech ETF | $5.8M | 0.1% | 96,837 |
| EPDEnterprise Products Partners L.P | $5.8M | 0.1% | 163,313 |
| TIPiShares TIPS Bond ETF | $5.8M | 0.1% | 55,334 |
| FS CREDIT OPPORTUNITIES CORP | $5.7M | 0.1% | 1,108,063 |
| FIRST TR EXCH TRADED FD III | $5.7M | 0.1% | 74,523 |
| INNOVATOR ETFS TRUST | $5.7M | 0.1% | 108,364 |
| MAMastercard Inc | $5.7M | 0.1% | 10,341 |
| AIM ETF PRODUCTS TRUST | $5.7M | 0.1% | 194,068 |
| KNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF | $5.7M | 0.1% | 117,705 |
| AMZAETFIS SER TR I | $5.6M | 0.1% | 120,557 |
| BACBank of America Corp | $5.6M | 0.1% | 102,897 |
| IJSiShares S&P SmallCap 600 Value ETF | $5.5M | 0.1% | 43,302 |
| ALPS ETF TR | $5.5M | 0.1% | 150,666 |
| QTUMDefiance Quantum ETF | $5.5M | 0.1% | 36,096 |
| GLWCorning Inc | $5.4M | 0.1% | 35,293 |
| SNOWSnowflake Inc | $5.3M | 0.1% | 15,618 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $5.3M | 0.1% | 53,468 |
| CALFPacer US Small Cap Cash Cows 100 ETF | $5.3M | 0.1% | 99,334 |
| DBEFXtrackers MSCI EAFE Hedged Equity ETF | $5.3M | 0.1% | 96,273 |
| FIRST TR EXCHANGE-TRADED FD | $5.3M | 0.1% | 170,797 |
| CGUSCapital Group Core Equity ETF | $5.3M | 0.1% | 118,100 |
| VEAVanguard FTSE Developed Markets ETF | $5.2M | 0.1% | 73,100 |
| AGGiShares Core U.S. Aggregate Bond ETF | $5.1M | 0.1% | 53,609 |
| PACER FDS TR | $5M | 0.1% | 108,203 |
| SBUXStarbucks Corp | $5M | 0.1% | 53,038 |
| UNHUnitedHealth Group Inc | $4.9M | 0.1% | 13,474 |
| XLCThe Communication Services Select Sector SPDR Fund | $4.9M | 0.1% | 44,335 |
| BILSSPDR Bloomberg 3-12 Month T-Bill ETF | $4.9M | 0.1% | 49,497 |
| T ROWE PRICE EXCHANGE-TRADED | $4.9M | 0.1% | 110,518 |
| ISHARES TR | $4.9M | 0.1% | 140,654 |
| PFFiShares Preferred and Income Securities ETF | $4.9M | 0.1% | 166,253 |
| FIRST TR EXCHANGE-TRADED FD | $4.9M | 0.1% | 51,949 |
| VRTVertiv Holdings Co | $4.8M | 0.1% | 20,019 |
| IUSGiShares Core S&P U.S. Growth ETF | $4.8M | 0.1% | 24,860 |
| RTXRTX Corp | $4.8M | 0.1% | 25,801 |
| EFViShares MSCI EAFE Value ETF | $4.8M | 0.1% | 60,456 |
| SBRASabra Health Care REIT Inc | $4.8M | 0.1% | 242,062 |
| PSECProspect Capital Corp | $4.8M | 0.1% | 2,286,356 |
| CAPITAL GROUP EQUITY ETF TR | $4.7M | 0.1% | 153,164 |
| IWFiShares Russell 1000 Growth ETF | $4.6M | 0.1% | 37,120 |
| VWOVanguard FTSE Emerging Markets ETF | $4.6M | 0.1% | 78,359 |
| AXPAmerican Express Co | $4.6M | 0.1% | 15,139 |
| DGROiShares Core Dividend Growth ETF | $4.6M | 0.1% | 60,469 |
| ROUNDHILL ETF TRUST | $4.5M | 0.1% | 74,214 |
| HDGEADVISORSHARES TR | $4.5M | 0.1% | 284,875 |
| BANK OF MONTREAL | $4.5M | 0.1% | 53,968 |
| INVESCO EXCHANGE TRADED FD T | $4.5M | 0.1% | 63,850 |
| PACER FDS TR | $4.4M | 0.1% | 99,278 |
| FIRST TR EXCHANGE-TRADED FD | $4.4M | 0.1% | 159,106 |
| STWDStarwood Property Trust Inc | $4.4M | 0.1% | 327,772 |
| CIENCiena Corp | $4.4M | 0.1% | 12,530 |
| THROiShares U.S. Thematic Rotation Active ETF | $4.4M | 0.1% | 99,992 |
| FTSMFirst Trust Enhanced Short Maturity ETF | $4.4M | 0.1% | 73,716 |
| GRAYSCALE COINDESK CRYPTO | $4.4M | 0.1% | 114,178 |
| NEXPOINT REAL ESTATE FIN INC | $4.4M | 0.1% | 281,265 |
| TJXTJX Companies Inc | $4.3M | 0.1% | 32,808 |
| ORCLOracle Corp | $4.3M | 0.1% | 31,380 |
| PGProcter & Gamble Co | $4.3M | 0.1% | 29,607 |
| UBERUber Technologies Inc | $4.3M | 0.1% | 62,758 |
| VNQVanguard Real Estate ETF | $4.3M | 0.1% | 47,934 |
| EEMiShares MSCI Emerging Index Fund | $4.3M | 0.1% | 64,151 |
| FIDELITY COVINGTON TRUST | $4.3M | 0.1% | 70,361 |
| GSGoldman Sachs Group Inc | $4.3M | 0.1% | 4,743 |
| AMGNAmgen Inc | $4.2M | 0.1% | 10,064 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $4.2M | 0.1% | 54,151 |
| AMERICAN HEALTHCARE REIT INC | $4.2M | 0.1% | 82,674 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $4.2M | 0.1% | 52,553 |
| IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF | $4.2M | 0.1% | 83,703 |
| MBBiShares MBS ETF | $4.2M | 0.1% | 46,994 |
| FIRST TR EXCHANGE TRADED FD | $4.2M | 0.1% | 178,362 |
| ISHARES TR | $4.2M | 0.1% | 64,916 |
| WISDOMTREE TR | $4.1M | 0.1% | 73,124 |
| IEFAiShares Core MSCI EAFE ETF | $4.1M | 0.1% | 42,020 |
| XMMOInvesco S&P MidCap Momentum ETF | $4.1M | 0.1% | 27,727 |
| HTGCHercules Capital Inc | $4.1M | 0.1% | 241,026 |
| VOEVanguard Mid-Cap Value ETF | $4M | 0.1% | 20,625 |
| VBRVanguard Small-Cap Value ETF | $4M | 0.1% | 17,266 |
| BXBlackstone Inc | $4M | 0.1% | 35,536 |
| DEDeere & Co | $4M | 0.1% | 5,927 |
| BALIiShares U.S. Large Cap Premium Income Active ETF | $4M | 0.1% | 114,990 |
| CORPPIMCO Investment Grade Corporate Bond Index Exchange- Traded Fund | $4M | 0.1% | 43,034 |
| BITWISE 10 CRYPTO INDEX ETF | $3.9M | 0.1% | 71,815 |
| IBBiShares Nasdaq Biotechnology Index Fund | $3.9M | 0.1% | 18,701 |
| FIRST TR EXCHANGE TRADED FD | $3.9M | 0.1% | 177,416 |
| BANK OF MONTREAL | $3.9M | 0.1% | 24,677 |
| ISHARES TR | $3.9M | 0.1% | 213,246 |
| AMLPAlerian MLP ETF | $3.9M | 0.1% | 74,849 |
| SCCOSouthern Copper Corp | $3.9M | 0.1% | 19,063 |
| INNOVATOR ETFS TRUST | $3.8M | 0.1% | 106,395 |
| FIRST TR EXCHNG TRADED FD VI | $3.8M | 0.1% | 161,249 |
| KOCoca-Cola Co | $3.8M | 0.1% | 44,437 |
| NOWServiceNow Inc | $3.8M | 0.1% | 28,473 |
| QTECFIRST TR EXCHANGE-TRADED FD | $3.8M | 0.1% | 11,532 |
| FIDELITY COVINGTON TRUST | $3.8M | 0.1% | 94,161 |
| BLKBlackRock Inc | $3.8M | 0.1% | 3,578 |
| MGVVanguard Mega Cap Value ETF | $3.8M | 0.1% | 23,455 |
| INNOVATOR ETFS TRUST | $3.8M | 0.1% | 88,797 |
| ISRGIntuitive Surgical Inc | $3.7M | 0.1% | 9,220 |
| ASML HLDG NV | $3.7M | 0.1% | 2,060 |
| XLGInvesco S&P 500 Top 50 ETF | $3.7M | 0.1% | 58,486 |
| AGNCAGNC Investment Corp | $3.7M | 0.1% | 408,165 |
| ISHARES TR | $3.7M | 0.1% | 47,242 |
| ETFIS SER TR I | $3.7M | 0.1% | 187,165 |
| ZSZscaler Inc | $3.7M | 0.1% | 18,483 |
| ISHARES TR | $3.7M | 0.1% | 34,784 |
| IVEiShares S&P 500 Value ETF | $3.7M | 0.1% | 16,078 |
| J P MORGAN EXCHANGE TRADED F | $3.7M | 0.1% | 49,632 |
| AVLVAvantis U.S. Large Cap Value ETF | $3.6M | 0.1% | 40,341 |
| INVESCO EXCH TRADED FD TR II | $3.6M | 0.1% | 28,279 |
| SHYiShares 1-3 Year Treasury Bond ETF | $3.6M | 0.1% | 44,695 |
| VTVanguard Total World Stock Index ETF | $3.6M | 0.1% | 22,765 |
| ETEnergy Transfer LP | $3.6M | 0.1% | 180,215 |
| IEFiShares 7-10 Year Treasury Bond ETF | $3.6M | 0.1% | 39,861 |
| EFAiShares MSCI EAFE ETF | $3.5M | 0.1% | 33,943 |
| CRWVCoreWeave Inc | $3.5M | 0.1% | 40,438 |
| XLUState Street Utilities Select Sector SPDR ETF | $3.5M | 0.1% | 89,094 |
| BLACKROCK ETF TRUST | $3.5M | 0.1% | 117,557 |
| PFEPfizer Inc | $3.5M | 0.1% | 122,978 |
| SPTLState Street SPDR Portfolio Long Term Treasury ETF | $3.5M | 0.1% | 147,011 |
| GLOBAL X FDS | $3.5M | 0.1% | 129,157 |
| GABELLI EQUITY TR INC | $3.5M | 0.1% | 666,519 |
| ORealty Income Corp | $3.5M | 0.1% | 64,273 |
| INNOVATOR ETFS TRUST | $3.5M | 0.1% | 79,193 |
| VANGUARD WORLD FD | $3.5M | 0.1% | 62,718 |
| DIVOAmplify CWP Enhanced Dividend Income ETF | $3.5M | 0.1% | 74,801 |
| BXMTBlackstone Mortgage Trust Inc | $3.4M | 0.1% | 300,100 |
| SRESempra | $3.4M | 0.1% | 43,965 |
| BLACKROCK ETF TRUST | $3.4M | 0.1% | 33,740 |
| FVDFirst Trust VL Dividend | $3.4M | 0.1% | 71,991 |
| CALAMOS ETF TR | $3.4M | 0.1% | 117,958 |
| QYLDGlobal X NASDAQ 100 Covered Call ETF | $3.4M | 0.1% | 181,060 |
| VANECK ETF TRUST | $3.3M | 0.1% | 197,140 |
| COWGPacer US Large Cap Cash Cows Growth Leaders ETF | $3.3M | 0.1% | 83,154 |
| SPLVInvesco S&P 500 Low Volatility ETF | $3.3M | 0.1% | 46,527 |
| IGViShares Expanded Tech-Software Sector ETF | $3.3M | 0.1% | 30,564 |
| WMWaste Management Inc | $3.3M | 0.1% | 15,941 |
| AIQGlobal X Artificial Intelligence & Technology ETF | $3.2M | 0.1% | 49,521 |
| PIMCO INCOME STRATEGY FD | $3.2M | 0.1% | 466,636 |
| GIGBGOLDMAN SACHS ETF TR | $3.2M | 0.1% | 73,545 |
| EATON CORP PLC | $3.2M | 0.1% | 7,444 |
| TXNTexas Instruments Inc | $3.2M | 0.1% | 11,385 |
| PPAInvesco Aerospace & Defense ETF | $3.2M | 0.1% | 20,608 |
| VOVanguard Mid-Cap ETF | $3.2M | 0.1% | 40,451 |
| RBB FUND TRUST | $3.2M | 0.1% | 58,906 |
| COFCapital One Financial Corp | $3.2M | 0.1% | 16,380 |
| RQICohen & Steers Quality Income Realty Fund Inc | $3.2M | 0.1% | 289,168 |
| FIRST TR EXCHANGE-TRADED FD | $3.1M | 0.1% | 19,319 |
| DOUBLELINE INCOME SOLUTIONS | $3.1M | 0.1% | 312,944 |
| TIDAL TRUST I | $3.1M | 0.1% | 111,891 |
| MCDMcDonald's Corp | $3.1M | 0.1% | 13,471 |
| ARMArm Holdings PLC | $3.1M | 0.1% | 10,712 |
| EXCHANGE LISTED FDS TR | $3.1M | 0.1% | 126,541 |
| VGKVanguard FTSEEuropean ETF | $3.1M | 0.1% | 35,666 |
| APPApplovin Corp | $3.1M | 0.1% | 10,657 |
| CRMSalesforce Inc | $3.1M | 0.1% | 13,394 |
| TFLOiShares Treasury Floating Rate Bond ETF | $3.1M | 0.1% | 60,426 |
| IWYiShares Russell Top 200 Growth ETF | $3.1M | 0.1% | 10,346 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $3.1M | 0.1% | 28,026 |
| INNOVATOR ETFS TRUST | $3M | 0.1% | 64,625 |
| FIRST TR EXCHANGE-TRADED FD | $3M | 0.1% | 80,236 |
| VVVanguard Large-Cap ETF | $3M | 0.1% | 8,639 |
| MOAltria Group Inc | $3M | 0.1% | 44,717 |
| GPIQGoldman Sachs Nasdaq-100 Premium Income ETF | $3M | 0.1% | 51,843 |
| PACER FDS TR | $3M | 0.1% | 29,746 |
| MUBiShares National Muni Bond ETF | $3M | 0.1% | 29,482 |
| SHOPShopify Inc | $3M | 0.1% | 20,079 |
| J P MORGAN EXCHANGE TRADED F | $3M | 0.1% | 28,266 |
| HPEHewlett Packard Enterprise Co | $3M | 0.1% | 46,383 |
| VISVanguard Industrials ETF | $3M | 0.1% | 9,242 |
| TMOThermo Fisher Scientific Inc | $2.9M | 0.1% | 4,348 |
| APOApollo Global Management Inc | $2.9M | 0.1% | 25,264 |
| ABTAbbott Laboratories | $2.9M | 0.1% | 29,359 |
| BINCiShares Flexible Income Active ETF | $2.9M | 0.1% | 56,447 |
| IBITiShares Bitcoin Trust ETF | $2.9M | 0.1% | 60,548 |
| VRPINVESCO EXCH TRADED FD TR II | $2.9M | 0.1% | 120,502 |
| NXTGFIRST TR EXCHANGE-TRADED FD | $2.8M | 0.1% | 18,451 |
| GBTCGrayscale Bitcoin Trust (Btc) | $2.8M | 0.1% | 43,774 |
| INNOVATOR ETFS TRUST | $2.8M | 0.1% | 52,375 |
| DOUBLELINE YIELD OPPORTUNITI | $2.8M | 0.1% | 210,885 |
| DOCHealthpeak Properties Inc | $2.8M | 0.1% | 140,524 |
| BNY MELLON ETF TRUST | $2.8M | 0.1% | 83,969 |
| INNOVATOR ETFS TRUST | $2.8M | 0.1% | 72,830 |
| JCPBJPMorgan Core Plus Bond ETF | $2.8M | 0.1% | 62,100 |
| CAPITAL GROUP NEW GEOGRAPHY | $2.8M | 0.1% | 76,133 |
| PACER FDS TR | $2.8M | 0.1% | 77,657 |
| FVFirst Trust Dorsey Wright Focus 5 ETF | $2.8M | 0.1% | 37,739 |
| PMPhilip Morris International Inc | $2.8M | 0.1% | 14,508 |
| PECOPhillips Edison & Co Inc | $2.8M | 0.1% | 74,115 |
| EMEEMCOR Group Inc | $2.8M | 0.1% | 3,660 |
| TAT&T Inc | $2.8M | 0.1% | 112,822 |
| RBB FD INC | $2.7M | 0.1% | 54,386 |
| THCTenet Healthcare Corp | $2.7M | 0.1% | 10,608 |
| FIRST TR EXCHANGE-TRADED FD | $2.7M | 0.1% | 137,849 |
| BSTZBlackRock Science and Technology Term Trust | $2.7M | 0.1% | 91,975 |
| BKNGBooking Holdings Inc | $2.7M | 0.1% | 16,607 |
| DISWalt Disney Co | $2.7M | 0.1% | 25,665 |
| PROSHARES TR | $2.7M | 0.1% | 18,305 |
| CALAMOS ETF TR | $2.7M | 0.1% | 102,083 |
| CMICummins Inc | $2.7M | 0.1% | 5,144 |
| FIXDFIRST TR EXCHNG TRADED FD VI | $2.7M | 0.1% | 64,221 |
| VDEVanguard Energy ETF | $2.6M | 0.1% | 15,375 |
| PSXPhillips 66 | $2.6M | 0.1% | 10,315 |
| ISHARES TR | $2.6M | 0.1% | 48,135 |
| GDGeneral Dynamics Corp | $2.6M | 0.1% | 7,848 |
| FDLFirst Trust Morningstar ETF | $2.6M | 0.1% | 52,909 |
| LMBSFirst Trust Low Duration Opportunities ETF | $2.6M | 0.1% | 53,553 |
| EMREmerson Electric Co | $2.6M | 0.1% | 16,711 |
| TERTeradyne Inc | $2.6M | 0.1% | 6,453 |
| FIRST TR EXCHNG TRADED FD VI | $2.6M | 0.1% | 103,674 |
| SCHXSchwab U.S. Large-Cap ETF | $2.6M | 0.1% | 85,261 |
| INVESCO EXCHANGE TRADED FD T | $2.5M | 0.1% | 48,539 |
| AVUVAvantis U.S. Small Cap Value ETF | $2.5M | 0.1% | 21,373 |
| ENTREPRENEURSHARES SERIES TR | $2.5M | 0.1% | 115,522 |
| NORTHERN LTS FD TR IV | $2.4M | 0.1% | 168,346 |
| FSSLFS Specialty Lending Fund | $2.4M | 0.0% | 209,235 |
| INNOVATOR ETFS TRUST | $2.4M | 0.0% | 67,076 |
| ALABAstera Labs, Inc | $2.4M | 0.0% | 6,787 |
| BIIBBiogen Inc | $2.4M | 0.0% | 10,630 |
| CGBLCapital Group Core Balanced ETF | $2.4M | 0.0% | 65,321 |
| NEENextera Energy Inc | $2.4M | 0.0% | 31,522 |
| FIRST TR EXCHNG TRADED FD VI | $2.4M | 0.0% | 58,920 |
| COHEN & STEERS INFRASTRUCTUR | $2.4M | 0.0% | 96,025 |
| GLDMSPDR Gold MiniShares Trust | $2.4M | 0.0% | 28,767 |
| OKTAOkta Inc | $2.4M | 0.0% | 11,299 |
| KMBKimberly-Clark Corp | $2.4M | 0.0% | 24,206 |
| LMTLockheed Martin Corp | $2.4M | 0.0% | 4,619 |
| APHAmphenol Corp | $2.4M | 0.0% | 27,892 |
| USFRWISDOMTREE TR | $2.3M | 0.0% | 46,580 |
| VPUVanguard Utilities ETF | $2.3M | 0.0% | 13,673 |
| BSVVanguard Short-Term Bond ETF | $2.3M | 0.0% | 30,580 |
| SDYState Street SPDR S&P Dividend ETF | $2.3M | 0.0% | 15,921 |
| IYHiShares U.S. Healthcare ETF | $2.3M | 0.0% | 32,388 |
| SERIES PORTFOLIOS TR | $2.3M | 0.0% | 84,272 |
| FIRST TR EXCHANGE-TRADED FD | $2.3M | 0.0% | 120,869 |
| PVALPutnam Focused Large Cap Value ETF | $2.3M | 0.0% | 43,684 |
| FIRST TR EXCHANGE-TRADED FD | $2.3M | 0.0% | 29,720 |
| KKR & CO INC | $2.3M | 0.0% | 54,225 |
| WELLWelltower Inc | $2.3M | 0.0% | 9,862 |
| CCitigroup Inc | $2.3M | 0.0% | 17,483 |
| ISHARES TR | $2.3M | 0.0% | 49,449 |
| MSMorgan Stanley | $2.3M | 0.0% | 12,000 |
| ROKURoku Inc | $2.2M | 0.0% | 14,752 |
| SHWSherwin-Williams Co | $2.2M | 0.0% | 6,914 |
| BOTZGLOBAL X FDS | $2.2M | 0.0% | 63,326 |
| MORGAN STANLEY ETF TRUST | $2.2M | 0.0% | 46,303 |
| BLACKROCK ETF TRUST II | $2.2M | 0.0% | 44,477 |
| INNOVATOR ETFS TRUST | $2.2M | 0.0% | 43,807 |
| SERIES PORTFOLIOS TR | $2.2M | 0.0% | 45,300 |
| ADAMS DIVERSIFIED EQUITY FD | $2.2M | 0.0% | 85,889 |
| TRINITY CAP INC | $2.2M | 0.0% | 125,614 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $2.2M | 0.0% | 40,572 |
| ETF SER SOLUTIONS | $2.2M | 0.0% | 88,027 |
| FLOTiShares Floating Rate Bond ETF | $2.2M | 0.0% | 42,878 |
| MDYSPDR MidCap Trust Series I | $2.2M | 0.0% | 3,321 |
| OEFiShares S&P 100 Fund | $2.2M | 0.0% | 5,702 |
| CAPITAL GRP FIXED INCM ETF T | $2.2M | 0.0% | 87,159 |
| NLYAnnaly Capital Management Inc | $2.2M | 0.0% | 115,117 |
| XLBMaterials Select Sector SPDR | $2.2M | 0.0% | 44,635 |
| CGGOCapital Group Global Growth Equity ETF | $2.2M | 0.0% | 54,462 |
| CAPITAL SOUTHWEST CORP | $2.1M | 0.0% | 91,921 |
| SPDR SERIES TRUST | $2.1M | 0.0% | 20,290 |
| IWPiShares Russell Midcap Growth ETF | $2.1M | 0.0% | 15,206 |
| FBCGFidelity Blue Chip Growth ETF | $2.1M | 0.0% | 32,831 |
| VXFVanguard Extended Market ETF | $2.1M | 0.0% | 8,951 |
| BBarrick Mining Corporation Common Shares | $2.1M | 0.0% | 50,773 |
| IMCGiShares Morningstar Mid-Cap Growth ETF | $2.1M | 0.0% | 21,939 |
| TDIVFirst Trust NASDAQ Technology Dividend Index Fund | $2.1M | 0.0% | 18,171 |
| SSGA ACTIVE ETF TR | $2M | 0.0% | 39,066 |
| XBIState Street SPDR S&P Biotech ETF | $2M | 0.0% | 12,961 |
| TCAFT. Rowe Price Capital Appreciation Equity ETF | $2M | 0.0% | 48,310 |
| VDCVanguard Consumer Staples ETF | $2M | 0.0% | 9,298 |
| FIXComfort Systems USA Inc | $2M | 0.0% | 1,223 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $2M | 0.0% | 79,312 |
| BLACKSTONE SECD LENDING FD | $2M | 0.0% | 83,790 |
| PACER FDS TR | $2M | 0.0% | 57,189 |
| VHTVanguard Health Care ETF | $2M | 0.0% | 6,351 |
| IEZISHARES TR | $2M | 0.0% | 75,661 |
| IXNiShares Global Tech ETF | $2M | 0.0% | 13,437 |
| CAHCardinal Health Inc | $2M | 0.0% | 8,872 |
| FIRST TR EXCHNG TRADED FD VI | $2M | 0.0% | 46,505 |
| INNOVATOR ETFS TRUST | $1.9M | 0.0% | 63,927 |
| FNDFSchwab Fundamental International Equity ETF | $1.9M | 0.0% | 35,846 |
| VTEBVanguard Tax-Exempt Bond ETF | $1.9M | 0.0% | 40,626 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $1.9M | 0.0% | 17,504 |
| SERIES PORTFOLIOS TR | $1.9M | 0.0% | 19,100 |
| FLEXSHARES TR | $1.9M | 0.0% | 21,039 |
| UNPUnion Pacific Corp | $1.9M | 0.0% | 7,024 |
| DASHDoorDash Inc | $1.9M | 0.0% | 10,395 |
| PFXFVanEck Preferred Securities ex Financials ETF | $1.9M | 0.0% | 108,188 |
| FIDUS INVT CORP | $1.9M | 0.0% | 98,290 |
| WFCWells Fargo & Co | $1.9M | 0.0% | 23,652 |
| GBILGOLDMAN SACHS ETF TR | $1.9M | 0.0% | 18,896 |
| FIDELITY ETHEREUM FD | $1.9M | 0.0% | 70,646 |
| FIRST TR EXCHNG TRADED FD VI | $1.9M | 0.0% | 32,448 |
| FXUFirst Trust Utilities AlphaDEX Fund | $1.9M | 0.0% | 42,327 |
| ADIAnalog Devices Inc | $1.9M | 0.0% | 4,679 |
| FTECFIDELITY COVINGTON TRUST | $1.8M | 0.0% | 6,141 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $1.8M | 0.0% | 32,464 |
| NEOS ETF TRUST | $1.8M | 0.0% | 37,272 |
| INVESCO EXCHANGE TRADED FD T | $1.8M | 0.0% | 11,950 |
| ISCGiShares Morningstar Small-Cap Growth ETF | $1.8M | 0.0% | 29,742 |
| USALiberty All-Star Equity Fund Common Stock | $1.8M | 0.0% | 315,223 |
| IWBiShares Russell 1000 ETF | $1.8M | 0.0% | 4,345 |
| ALLAllstate Corp | $1.8M | 0.0% | 8,091 |
| J P MORGAN EXCHANGE TRADED F | $1.8M | 0.0% | 36,775 |
| BKLNInvesco Senior Loan ETF | $1.8M | 0.0% | 87,506 |
| MMM3M Co | $1.8M | 0.0% | 10,883 |
| PAAPlains All American Pipeline LP | $1.8M | 0.0% | 75,263 |
| REAVES UTIL INCOME FD | $1.8M | 0.0% | 51,898 |
| DIMENSIONAL ETF TRUST | $1.8M | 0.0% | 21,446 |
| SILGLOBAL X FDS | $1.8M | 0.0% | 20,593 |
| SCHWCharles Schwab Corp | $1.8M | 0.0% | 18,054 |
| MLPAGlobal X MLP ETF | $1.8M | 0.0% | 33,134 |
| ARKKARK Innovation ETF | $1.8M | 0.0% | 19,740 |
| MRNAModerna Inc | $1.8M | 0.0% | 9,113 |
| BLACKROCK ETF TRUST II | $1.7M | 0.0% | 36,026 |
Quarter ending 2026-09-30.
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