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MassMutual Private Wealth & Trust, FSB Portfolio
$3.8B across 500 positions as of 2026-09-30, with 33% 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
+9.8%
-4.7% a year vs the S&P 500
3 years
+16.7%
-4.6% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
5 of 20
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +1.8% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +9.6% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.5% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.1% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.8% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.0% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.1% | +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 | $204.1M | 5.4% | 612,731 |
| NVDANVIDIA Corp | $201.3M | 5.4% | 881,514 |
| MSFTMicrosoft Corp | $181.4M | 4.8% | 353,759 |
| VOVanguard Mid-Cap ETF | $131.2M | 3.5% | 1,672,725 |
| VEAVanguard FTSE Developed Markets ETF | $104.7M | 2.8% | 1,482,965 |
| AMZNAmazon.com Inc | $101.7M | 2.7% | 408,196 |
| GOOGLAlphabet Inc | $90.8M | 2.4% | 264,010 |
| JPMJPMorgan Chase & Co | $83.3M | 2.2% | 251,739 |
| AVGOBroadcom Inc | $71.3M | 1.9% | 203,116 |
| METAMeta Platforms Inc | $71.1M | 1.9% | 98,111 |
| GOOGAlphabet Inc | $70.3M | 1.9% | 206,291 |
| EFAiShares MSCI EAFE ETF | $59M | 1.6% | 568,002 |
| Dimensional US Small Cap ETF | $54.1M | 1.4% | 699,167 |
| CVXChevron Corp | $53.3M | 1.4% | 260,994 |
| CSCOCisco Systems Inc | $51.9M | 1.4% | 482,011 |
| VVisa Inc | $50M | 1.3% | 139,037 |
| BRK.BBerkshire Hathaway Inc | $47.1M | 1.3% | 94,606 |
| IJHiShares Core S&P Mid-Cap ETF | $45.4M | 1.2% | 630,548 |
| JNJJohnson & Johnson | $45.3M | 1.2% | 170,950 |
| VGTVanguard Information Tech ETF | $43.6M | 1.2% | 347,000 |
| ABBVAbbVie Inc | $40.8M | 1.1% | 155,837 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $40.5M | 1.1% | 1,695,337 |
| IEFAiShares Core MSCI EAFE ETF | $39.9M | 1.1% | 411,357 |
| PANWPalo Alto Networks Inc | $37.3M | 1.0% | 93,880 |
| RTXRTX Corp | $36.8M | 1.0% | 197,968 |
| IJRiShares Core S&P Small-Cap ETF | $34.9M | 0.9% | 256,815 |
| PGProcter & Gamble Co | $34.9M | 0.9% | 240,132 |
| TMOThermo Fisher Scientific Inc | $34.3M | 0.9% | 50,766 |
| WMTWalmart Inc | $34M | 0.9% | 327,374 |
| MDYSPDR MidCap Trust Series I | $33.6M | 0.9% | 51,162 |
| HDHome Depot Inc | $33.4M | 0.9% | 117,228 |
| AMPAmeriprise Financial Inc | $32.6M | 0.9% | 66,195 |
| CATCaterpillar Inc | $32.3M | 0.9% | 39,829 |
| BACBank of America Corp | $32M | 0.9% | 588,403 |
| LLYEli Lilly and Co | $30.7M | 0.8% | 26,575 |
| VGSHVanguard Short-Term Treasury ETF | $29.3M | 0.8% | 508,628 |
| MCDMcDonald's Corp | $29.2M | 0.8% | 126,418 |
| Chubb Ltd | $29M | 0.8% | 89,163 |
| XOMExxonmobil Holdings Corp | $25.4M | 0.7% | 156,091 |
| ECLEcolab Inc | $25.1M | 0.7% | 91,492 |
| AVEMAvantis Emerging Markets Equity ETF | $25M | 0.7% | 265,615 |
| BKNGBooking Holdings Inc | $23.2M | 0.6% | 142,418 |
| NEENextera Energy Inc | $22.1M | 0.6% | 292,081 |
| ORLYO'Reilly Automotive Inc | $21.6M | 0.6% | 252,502 |
| Eaton Corp PLC | $21.3M | 0.6% | 49,620 |
| VZVerizon Communications Inc | $21.2M | 0.6% | 461,273 |
| LECOLincoln Electric Holdings Inc | $21M | 0.6% | 79,486 |
| IEMGiShares Core MSCI Emerging Markets ETF | $20.6M | 0.5% | 253,672 |
| MRKMerck & Co Inc | $20.4M | 0.5% | 140,363 |
| PEPPepsiCo Inc | $18.9M | 0.5% | 149,520 |
| VCSHVanguard Short-Term Corporate Bond ETF | $17.6M | 0.5% | 227,770 |
| SYKStryker Corp | $17.6M | 0.5% | 63,862 |
| IVViShares Core S&P 500 ETF | $17.5M | 0.5% | 22,912 |
| VWOVanguard FTSE Emerging Markets ETF | $16.7M | 0.4% | 281,612 |
| BLKBlackRock Inc | $16.5M | 0.4% | 15,586 |
| TSLATesla Inc | $15.5M | 0.4% | 43,600 |
| UNPUnion Pacific Corp | $15.4M | 0.4% | 56,521 |
| VRTXVertex Pharmaceuticals Inc | $14.8M | 0.4% | 28,349 |
| LHXL3Harris Technologies Inc | $14.2M | 0.4% | 59,849 |
| RMDResmed Inc | $14.1M | 0.4% | 63,623 |
| COSTCostco Wholesale Corp | $14M | 0.4% | 15,383 |
| CSLCarlisle Companies Inc | $13.6M | 0.4% | 42,104 |
| VFHVanguard Financials ETF | $13.5M | 0.4% | 104,022 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $13.5M | 0.4% | 237,706 |
| MRVLMarvell Technology Inc | $13.3M | 0.4% | 50,284 |
| Medtronic PLC | $12.9M | 0.3% | 149,708 |
| GDXVanEck Gold Miners ETF | $12.7M | 0.3% | 144,270 |
| NOWServiceNow Inc | $12.4M | 0.3% | 92,873 |
| GSGoldman Sachs Group Inc | $11.8M | 0.3% | 13,082 |
| MSMorgan Stanley | $11.6M | 0.3% | 61,523 |
| VHTVanguard Health Care ETF | $11.5M | 0.3% | 36,447 |
| AMDAdvanced Micro Devices Inc | $11.3M | 0.3% | 18,399 |
| LMTLockheed Martin Corp | $11M | 0.3% | 21,586 |
| XYLXylem Inc | $10.8M | 0.3% | 106,840 |
| CRWDCrowdStrike Holdings Inc | $10.8M | 0.3% | 40,713 |
| SOXXiShares Semiconductor ETF | $10.7M | 0.3% | 18,881 |
| NYLIM MacKay Muni Intermediate ETF | $10.5M | 0.3% | 460,915 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $10.5M | 0.3% | 134,040 |
| VLOValero Energy Corp | $10.5M | 0.3% | 27,021 |
| DHRDanaher Corp | $10.1M | 0.3% | 45,407 |
| VOXVanguard Communication Services ETF | $10M | 0.3% | 52,300 |
| VCRVanguard Consumer Discretion ETF | $10M | 0.3% | 27,333 |
| VISVanguard Industrials ETF | $9.9M | 0.3% | 30,783 |
| QCOMQualcomm Inc | $9.9M | 0.3% | 53,556 |
| VBKVanguard Small-Cap Growth ETF | $9.5M | 0.3% | 28,130 |
| KOCoca-Cola Co | $9.1M | 0.2% | 105,992 |
| NOCNorthrop Grumman Corp | $8.8M | 0.2% | 18,102 |
| WMWaste Management Inc | $8.4M | 0.2% | 41,385 |
| VMBSVanguard Mortgage Backed Security | $8.4M | 0.2% | 188,884 |
| BBUSJPMorgan BetaBuilders U.S. Equity ETF | $8.3M | 0.2% | 60,344 |
| CRMSalesforce Inc | $8.3M | 0.2% | 36,067 |
| BXBlackstone Inc | $8M | 0.2% | 71,290 |
| GEVGE Vernova Inc | $7.8M | 0.2% | 8,245 |
| VOEVanguard Mid-Cap Value ETF | $7.8M | 0.2% | 39,999 |
| TE Connectivity PLC | $7.8M | 0.2% | 36,951 |
| COPConocoPhillips | $7.6M | 0.2% | 60,781 |
| PNCPNC Financial Services Group Inc | $7.5M | 0.2% | 33,856 |
| WCCWesco International Inc | $7.4M | 0.2% | 20,655 |
| EMREmerson Electric Co | $7.3M | 0.2% | 47,376 |
| CDNSCadence Design Systems Inc | $7.1M | 0.2% | 21,405 |
| REGNRegeneron Pharmaceuticals Inc | $7M | 0.2% | 9,212 |
| VOTVanguard Mid-Cap Growth ETF | $6.9M | 0.2% | 23,591 |
| HONAHoneywell Aerospace Inc | $6.8M | 0.2% | 43,621 |
| ETREntergy Corp | $6.6M | 0.2% | 66,864 |
| CMICummins Inc | $6.6M | 0.2% | 12,805 |
| AEPAmerican Electric Power Company Inc | $6.6M | 0.2% | 55,698 |
| SPYState Street SPDR S&P 500 ETF Trust | $6.5M | 0.2% | 8,564 |
| WMBWilliams Companies Inc | $6.4M | 0.2% | 93,782 |
| PLTRPalantir Technologies Inc | $6.3M | 0.2% | 33,620 |
| BIVVanguard Intermediate-Term Bond ETF | $6.2M | 0.2% | 84,950 |
| MUMicron Technology Inc | $6.1M | 0.2% | 5,720 |
| BLVVanguard Long-Term Bond ETF | $5.9M | 0.2% | 94,323 |
| MOAltria Group Inc | $5.9M | 0.2% | 87,794 |
| PFFiShares Preferred and Income Securities ETF | $5.9M | 0.2% | 199,558 |
| APDAir Products and Chemicals Inc | $5.8M | 0.2% | 20,898 |
| VBRVanguard Small-Cap Value ETF | $5.8M | 0.2% | 25,056 |
| VOOVanguard S&P 500 ETF | $5.8M | 0.2% | 8,215 |
| PMPhilip Morris International Inc | $5.7M | 0.2% | 30,117 |
| MSIMotorola Solutions Inc | $5.7M | 0.2% | 12,760 |
| MCHPMicrochip Technology Inc | $5.6M | 0.2% | 72,472 |
| SOSouthern Co | $5.6M | 0.1% | 67,401 |
| ENBEnbridge Inc | $5.6M | 0.1% | 119,394 |
| MAMastercard Inc | $5.4M | 0.1% | 9,812 |
| HONHoneywell International Inc | $5.3M | 0.1% | 24,897 |
| PLDPrologis Inc | $5.2M | 0.1% | 40,258 |
| AMATApplied Materials Inc | $5.2M | 0.1% | 10,173 |
| FITBFifth Third Bancorp | $5.1M | 0.1% | 100,484 |
| USBUS Bancorp | $5.1M | 0.1% | 87,819 |
| VDCVanguard Consumer Staples ETF | $4.9M | 0.1% | 22,617 |
| WCNWaste Connections, Inc | $4.8M | 0.1% | 31,172 |
| ABTAbbott Laboratories | $4.6M | 0.1% | 46,666 |
| DLRDigital Realty Trust Inc | $4.6M | 0.1% | 26,253 |
| INTCIntel Corp | $4.6M | 0.1% | 38,230 |
| DGXQuest Diagnostics Inc | $4.6M | 0.1% | 19,589 |
| IBMInternational Business Machines Corp | $4.4M | 0.1% | 20,188 |
| SBUXStarbucks Corp | $4.4M | 0.1% | 47,087 |
| BNDVanguard Total Bond Market ETF | $4.4M | 0.1% | 62,778 |
| iShares Intermediate Government/Credit Bond ETF | $4.4M | 0.1% | 42,492 |
| QQQInvesco QQQ Trust, Series 1 | $4.4M | 0.1% | 5,895 |
| DEDeere & Co | $4.3M | 0.1% | 6,455 |
| LRCXLam Research Corp | $4.3M | 0.1% | 12,984 |
| VDEVanguard Energy ETF | $4.3M | 0.1% | 24,691 |
| SPGIS&P Global Inc | $4.2M | 0.1% | 10,729 |
| TIPiShares TIPS Bond ETF | $4.2M | 0.1% | 40,261 |
| ALLAllstate Corp | $4.1M | 0.1% | 18,452 |
| ACWIiShares MSCI ACWI ETF | $4.1M | 0.1% | 25,681 |
| PRUPrudential Financial Inc | $4M | 0.1% | 35,484 |
| PAYXPaychex Inc | $4M | 0.1% | 40,607 |
| CMECME Group Inc | $4M | 0.1% | 15,135 |
| PFEPfizer Inc | $3.7M | 0.1% | 128,329 |
| CGNXCognex Corp | $3.5M | 0.1% | 57,944 |
| MARMarriott International Inc | $3.5M | 0.1% | 9,852 |
| Bank of New York Mellon Corp/The | $3.5M | 0.1% | 24,004 |
| SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF | $3.3M | 0.1% | 112,596 |
| GLWCorning Inc | $3.3M | 0.1% | 21,668 |
| AMTAmerican Tower Corp | $3.3M | 0.1% | 19,867 |
| Harbor Commodity All Weather Strategy ETF | $3.2M | 0.1% | 91,005 |
| VTIVanguard Total Stock Market ETF | $3.2M | 0.1% | 8,550 |
| JBNDJPMorgan Active Bond ETF | $3.1M | 0.1% | 61,297 |
| NFLXNetflix Inc | $3.1M | 0.1% | 44,626 |
| EZUiShares MSCI Eurozone ETF | $3.1M | 0.1% | 45,833 |
| GDGeneral Dynamics Corp | $3M | 0.1% | 9,120 |
| INGRIngredion Inc | $3M | 0.1% | 31,524 |
| SYYSysco Corp | $3M | 0.1% | 38,151 |
| HBANHuntington Bancshares Inc | $3M | 0.1% | 193,972 |
| TRPTC Energy Corp | $2.9M | 0.1% | 50,159 |
| JCPBJPMorgan Core Plus Bond ETF | $2.9M | 0.1% | 64,259 |
| EEMiShares MSCI Emerging Index Fund | $2.9M | 0.1% | 43,066 |
| SCHDSchwab US Dividend Equity ETF | $2.9M | 0.1% | 88,214 |
| MDBMongoDB Inc | $2.8M | 0.1% | 8,150 |
| ORCLOracle Corp | $2.8M | 0.1% | 20,425 |
| State Street SPDR S&P 500 ESG ETF | $2.7M | 0.1% | 37,009 |
| VNQVanguard Real Estate ETF | $2.7M | 0.1% | 30,531 |
| TGTTarget Corp | $2.7M | 0.1% | 17,217 |
| AMGNAmgen Inc | $2.6M | 0.1% | 6,235 |
| DUKDuke Energy Corp | $2.6M | 0.1% | 22,997 |
| FTVFortive Corp | $2.6M | 0.1% | 47,583 |
| VBVanguard Small-Cap ETF | $2.6M | 0.1% | 9,157 |
| TFCTruist Financial Corp | $2.5M | 0.1% | 54,966 |
| Principal Spectrum Preferred Securities Active ETF | $2.4M | 0.1% | 133,360 |
| ICEIntercontinental Exchange Inc | $2.4M | 0.1% | 15,777 |
| ADIAnalog Devices Inc | $2.4M | 0.1% | 5,961 |
| SPHDInvesco S&P 500 High Dividend Low Volatility ETF | $2.3M | 0.1% | 48,283 |
| SNASnap-On Inc | $2.3M | 0.1% | 6,274 |
| VPUVanguard Utilities ETF | $2.2M | 0.1% | 12,675 |
| KLACKLA Corp | $2.1M | 0.1% | 10,958 |
| XLKState Street Technology Select Sector SPDR ETF | $2.1M | 0.1% | 10,483 |
| VAWVanguard Materials ETF | $2M | 0.1% | 9,327 |
| TRVTravelers Companies Inc | $2M | 0.1% | 5,691 |
| JIREJ.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF | $2M | 0.1% | 24,507 |
| AXPAmerican Express Co | $2M | 0.1% | 6,551 |
| IWMiShares Russell 2000 Index Fund | $1.9M | 0.1% | 6,976 |
| JPMorgan US Research Enhanced Large Cap ETF | $1.9M | 0.1% | 28,221 |
| PXHInvesco FTSE RAFI Emerging Markets ETF | $1.9M | 0.1% | 66,391 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $1.9M | 0.1% | 52,761 |
| ANETArista Networks Inc | $1.8M | 0.0% | 8,962 |
| COFCapital One Financial Corp | $1.8M | 0.0% | 9,408 |
| SLBSLB NV | $1.8M | 0.0% | 36,951 |
| WFCWells Fargo & Co | $1.8M | 0.0% | 22,135 |
| HSYHershey Co | $1.7M | 0.0% | 10,960 |
| GEGeneral Electric Co | $1.7M | 0.0% | 5,423 |
| TXNTexas Instruments Inc | $1.7M | 0.0% | 5,910 |
| UNHUnitedHealth Group Inc | $1.6M | 0.0% | 4,486 |
| IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF | $1.6M | 0.0% | 31,959 |
| Accenture PLC | $1.6M | 0.0% | 8,879 |
| Invesco S&P MidCap Low Volatility ETF | $1.6M | 0.0% | 25,709 |
| HASHasbro Inc | $1.6M | 0.0% | 18,432 |
| DISWalt Disney Co | $1.6M | 0.0% | 15,158 |
| NEMNewmont Corporation | $1.6M | 0.0% | 13,785 |
| UBERUber Technologies Inc | $1.6M | 0.0% | 23,072 |
| IWRiShares Russell Mid-Cap ETF | $1.5M | 0.0% | 14,502 |
| MNSTMonster Beverage Corp | $1.5M | 0.0% | 36,740 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $1.5M | 0.0% | 19,305 |
| SPLVInvesco S&P 500 Low Volatility ETF | $1.5M | 0.0% | 20,972 |
| CMCSAComcast Corp | $1.5M | 0.0% | 67,084 |
| AGGiShares Core U.S. Aggregate Bond ETF | $1.4M | 0.0% | 14,782 |
| TMUST-Mobile US Inc | $1.4M | 0.0% | 8,565 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $1.4M | 0.0% | 12,401 |
| URIUnited Rentals Inc | $1.3M | 0.0% | 1,345 |
| LOWLowe's Companies Inc | $1.3M | 0.0% | 7,212 |
| ROPRoper Technologies Inc | $1.3M | 0.0% | 3,703 |
| Invesco S&P 500 Concentrated QVM ETF | $1.3M | 0.0% | 19,889 |
| DVYiShares Select Dividend ETF | $1.3M | 0.0% | 8,405 |
| iShares Latin America 40 ETF | $1.3M | 0.0% | 36,453 |
| EWJiShares MSCI Japan Index Fund | $1.2M | 0.0% | 12,572 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $1.2M | 0.0% | 11,420 |
| Adams Diversified Equity Fund Inc | $1.2M | 0.0% | 45,790 |
| PSXPhillips 66 | $1.2M | 0.0% | 4,549 |
| Linde PLC | $1.2M | 0.0% | 2,442 |
| PGXInvesco Preferred ETF | $1.1M | 0.0% | 111,818 |
| IWNiShares Russell 2000 Value ETF | $1.1M | 0.0% | 5,298 |
| TJXTJX Companies Inc | $1.1M | 0.0% | 8,366 |
| SHYiShares 1-3 Year Treasury Bond ETF | $1.1M | 0.0% | 13,551 |
| MTNVail Resorts Inc | $1.1M | 0.0% | 8,001 |
| IWFiShares Russell 1000 Growth ETF | $1.1M | 0.0% | 8,680 |
| FCXFreeport-McMoRan Inc | $1.1M | 0.0% | 15,500 |
| APHAmphenol Corp | $1.1M | 0.0% | 12,762 |
| iShares MSCI South Korea ETF | $1.1M | 0.0% | 5,872 |
| AGZiShares Agency Bond ETF | $1.1M | 0.0% | 10,001 |
| GILDGilead Sciences, Inc | $1.1M | 0.0% | 7,097 |
| Invesco KBW Premium Yield Equity REIT ETF | $1.1M | 0.0% | 63,115 |
| CCICrown Castle Inc | $1M | 0.0% | 15,333 |
| CCitigroup Inc | $1M | 0.0% | 7,889 |
| SCHVSchwab U.S. Large-Cap Value ETF | $1M | 0.0% | 30,463 |
| JGROJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF | $1M | 0.0% | 10,479 |
| SNDKSandisk Corp | $1M | 0.0% | 580 |
| IWBiShares Russell 1000 ETF | $1M | 0.0% | 2,424 |
| MUBiShares National Muni Bond ETF | $984.4K | 0.0% | 9,737 |
| VXUSVanguard Total International Stock ETF | $961.8K | 0.0% | 11,321 |
| Ferrari NV | $959.7K | 0.0% | 2,443 |
| CTASCintas Corp | $955.2K | 0.0% | 4,897 |
| XJHiShares ESG Screened S&P Mid-Cap ETF | $949.5K | 0.0% | 19,465 |
| JAVAJPMorgan Active Value ETF | $931.1K | 0.0% | 11,680 |
| BSVVanguard Short-Term Bond ETF | $928.6K | 0.0% | 12,154 |
| MTBM&T Bank Corp | $925.5K | 0.0% | 4,253 |
| ORealty Income Corp | $912.3K | 0.0% | 16,802 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $904.1K | 0.0% | 6,565 |
| ESGEiShares ESG Aware MSCI EM ETF | $901.8K | 0.0% | 16,650 |
| SUBiShares Short-Term National Muni Bond ETF | $874.3K | 0.0% | 8,363 |
| AFLAflac Inc | $872.2K | 0.0% | 7,803 |
| BABoeing Co | $841.5K | 0.0% | 4,523 |
| AMLPAlerian MLP ETF | $812.1K | 0.0% | 15,656 |
| IRMIron Mountain Inc | $806.5K | 0.0% | 7,269 |
| Seagate Technology Holdings PLC | $799.7K | 0.0% | 867 |
| VIGVanguard Div Appreciation ETF | $791.6K | 0.0% | 3,393 |
| JEMAJPMorgan ActiveBuilders Emerging Markets Equity ETF | $788.3K | 0.0% | 12,737 |
| ROKRockwell Automation Inc | $786.6K | 0.0% | 1,807 |
| JIVEJPMorgan International Value ETF | $782.8K | 0.0% | 8,221 |
| BRK.ABerkshire Hathaway Inc | $747K | 0.0% | 1 |
| IEFiShares 7-10 Year Treasury Bond ETF | $735.4K | 0.0% | 8,234 |
| ADPAutomatic Data Processing Inc | $726.2K | 0.0% | 2,814 |
| EWCiShares MSCI Canada Index Fund | $725.5K | 0.0% | 12,428 |
| WDCWestern Digital Corp | $717.1K | 0.0% | 1,578 |
| SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF | $711.2K | 0.0% | 22,032 |
| BABInvesco Taxable Municipal Bond ETF | $709.2K | 0.0% | 28,030 |
| Everpure Inc | $702K | 0.0% | 5,368 |
| iShares MSCI Taiwan ETF | $698.1K | 0.0% | 6,183 |
| SCHWCharles Schwab Corp | $690.3K | 0.0% | 7,063 |
| MMM3M Co | $686.1K | 0.0% | 4,180 |
| TAT&T Inc | $675.5K | 0.0% | 27,684 |
| WELLWelltower Inc | $660.3K | 0.0% | 2,868 |
| Johnson Controls International plc | $659.4K | 0.0% | 4,436 |
| iShares MSCI Pacific ex Japan ETF | $657.9K | 0.0% | 11,956 |
| EOGEOG Resources Inc | $655.6K | 0.0% | 4,759 |
| iShares ESG Select Screened S&P Small-Cap ETF | $647.9K | 0.0% | 13,420 |
| WATWaters Corp | $634.5K | 0.0% | 1,444 |
| DELLDell Technologies Inc | $615.4K | 0.0% | 1,144 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $595.1K | 0.0% | 6,006 |
| MCKMcKesson Corp | $586.6K | 0.0% | 687 |
| JPIEJPMorgan Income ETF | $584.4K | 0.0% | 13,019 |
| CHDChurch & Dwight Co Inc | $576.4K | 0.0% | 6,118 |
| IWDiShares Russell 1000 Value ETF | $575K | 0.0% | 2,319 |
| NUENucor Corp | $565.9K | 0.0% | 2,421 |
| CICigna Group | $555.3K | 0.0% | 2,043 |
| EQIXEquinix Inc | $547.3K | 0.0% | 541 |
| XLGInvesco S&P 500 Top 50 ETF | $544.8K | 0.0% | 8,565 |
| JIGJPMorgan International Growth ETF | $542.1K | 0.0% | 6,467 |
| MLMMartin Marietta Materials Inc | $538.8K | 0.0% | 1,123 |
| BMYBristol-Myers Squibb Co | $538.3K | 0.0% | 8,626 |
| PSAPublic Storage | $537.4K | 0.0% | 1,900 |
| INDAIshares MSCI India ETF | $521K | 0.0% | 11,161 |
| DPZDomino's Pizza Inc | $511.4K | 0.0% | 1,707 |
| PHParker-Hannifin Corp | $508.3K | 0.0% | 532 |
| DSIiShares ESG MSCI KLD 400 ETF | $508.3K | 0.0% | 3,477 |
| EFGiShares MSCI EAFE Growth ETF | $504.8K | 0.0% | 4,213 |
| EFViShares MSCI EAFE Value ETF | $498.6K | 0.0% | 6,300 |
| VTVVanguard Value ETF | $485.5K | 0.0% | 2,247 |
| ADBEAdobe Inc | $478.9K | 0.0% | 1,996 |
| ZTSZoetis Inc | $466.6K | 0.0% | 6,682 |
| Cryo-Cell International Inc | $466.3K | 0.0% | 111,035 |
| MPCMarathon Petroleum Corp | $464.6K | 0.0% | 1,175 |
| HWMHowmet Aerospace Inc | $458K | 0.0% | 2,025 |
| GLDSPDR Gold Shares | $457.4K | 0.0% | 1,201 |
| XLCThe Communication Services Select Sector SPDR Fund | $455.1K | 0.0% | 4,101 |
| MSTRStrategy Inc | $448.6K | 0.0% | 2,930 |
| BBJPJPMorgan BetaBuilders Japan ETF | $448.5K | 0.0% | 5,713 |
| Rocket Cos Inc | $447.9K | 0.0% | 38,910 |
| VYMVanguard High Dividend Yield ETF | $434.7K | 0.0% | 2,801 |
| AerCap Holdings NV | $433.1K | 0.0% | 3,018 |
| HPEHewlett Packard Enterprise Co | $426.1K | 0.0% | 6,669 |
| VVVanguard Large-Cap ETF | $425.4K | 0.0% | 1,209 |
| CINFCincinnati Financial Corp | $424.1K | 0.0% | 2,661 |
| VTEBVanguard Tax-Exempt Bond ETF | $422K | 0.0% | 8,911 |
| TRMBTrimble Inc | $415.7K | 0.0% | 7,279 |
| DVNDevon Energy Corp | $411.8K | 0.0% | 8,944 |
| QUALiShares MSCI USA Quality Factor ETF | $405.4K | 0.0% | 1,824 |
| KEYSKeysight Technologies Inc | $402.6K | 0.0% | 1,106 |
| SDYState Street SPDR S&P Dividend ETF | $402.5K | 0.0% | 2,748 |
| XLVState Street Health Care Select Sector SPDR ETF | $400.8K | 0.0% | 2,380 |
| LFUSLittelfuse Inc | $394.9K | 0.0% | 932 |
| ISRGIntuitive Surgical Inc | $392.8K | 0.0% | 966 |
| GWWWW Grainger Inc | $388.7K | 0.0% | 312 |
| FTNTFortinet Inc | $387.6K | 0.0% | 2,168 |
| PWRQuanta Services Inc | $387.4K | 0.0% | 603 |
| BKRBaker Hughes Co | $381.9K | 0.0% | 6,956 |
| SHWSherwin-Williams Co | $381.8K | 0.0% | 1,181 |
| MRSHMarsh & McLennan Companies Inc | $381.2K | 0.0% | 2,233 |
| MRNAModerna Inc | $380.5K | 0.0% | 1,976 |
| HXLHexcel Corp | $375K | 0.0% | 4,469 |
| Franklin California Municipal Income ETF | $372.4K | 0.0% | 54,358 |
| HLTHilton Worldwide Holdings Inc | $370.9K | 0.0% | 1,166 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $370.3K | 0.0% | 6,845 |
| DTEDTE Energy Co | $369.5K | 0.0% | 3,034 |
| Trane Technologies PLC | $367K | 0.0% | 812 |
| PGRProgressive Corp | $366.1K | 0.0% | 1,766 |
| TSCOTractor Supply Co | $364.1K | 0.0% | 11,636 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $356.5K | 0.0% | 7,052 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $356.2K | 0.0% | 7,236 |
| VRPInvesco Variable Rate Preferred ETF | $356.1K | 0.0% | 15,020 |
| FLMIFranklin Dynamic Municipal Bond ETF | $353.4K | 0.0% | 15,153 |
| MDLZMondelez International Inc | $351.1K | 0.0% | 6,072 |
| CLColgate-Palmolive Co | $349.9K | 0.0% | 4,101 |
| MKSIMKS Incorporated | $349.7K | 0.0% | 1,318 |
| Viking Therapeutics Inc | $346.5K | 0.0% | 10,629 |
| ZIONZions Bancorporation NA | $346.4K | 0.0% | 5,529 |
| KRKroger Co | $343K | 0.0% | 5,852 |
| VEUVanguard FTSE All World Ex US ETF | $341.5K | 0.0% | 4,116 |
| Columbia Multi-Sector Municipal Income ETF | $339.8K | 0.0% | 17,774 |
| CAHCardinal Health Inc | $339.1K | 0.0% | 1,524 |
| BNDXVanguard Total International Bond ETF | $337.5K | 0.0% | 7,200 |
| GMGeneral Motors Co | $329.3K | 0.0% | 4,276 |
| PKGPackaging Corp of America | $328.5K | 0.0% | 1,433 |
| ODFLOld Dominion Freight Line Inc | $327.5K | 0.0% | 1,884 |
| CVSCVS Health Corp | $326K | 0.0% | 3,804 |
| OKEONEOK Inc | $325.9K | 0.0% | 3,822 |
| DDOGDatadog Inc (Pre-Reincorporation) | $321.8K | 0.0% | 1,175 |
| XLBMaterials Select Sector SPDR | $321.5K | 0.0% | 6,602 |
| TERTeradyne Inc | $317.1K | 0.0% | 791 |
| IUSGiShares Core S&P U.S. Growth ETF | $310K | 0.0% | 1,600 |
| MPWRMonolithic Power Systems Inc | $309.9K | 0.0% | 230 |
| CLHClean Harbors Inc | $305.9K | 0.0% | 986 |
| iShares Intermediate Muni Income Active ETF | $304.4K | 0.0% | 13,299 |
| INTUIntuit Inc | $300.8K | 0.0% | 1,091 |
| Royal Caribbean Cruises Ltd | $298.6K | 0.0% | 1,123 |
| VXFVanguard Extended Market ETF | $297.9K | 0.0% | 1,286 |
| AAgilent Technologies Inc | $297.1K | 0.0% | 1,724 |
| LLoews Corp | $293.9K | 0.0% | 2,814 |
| IWOiShares Russell 2000 Growth Fund | $289.1K | 0.0% | 810 |
| WSMWilliams-Sonoma Inc | $288.6K | 0.0% | 1,266 |
| IQVIQVIA Holdings Inc | $288.2K | 0.0% | 1,072 |
| RIVNRivian Automotive Inc | $284.4K | 0.0% | 19,036 |
| CEGConstellation Energy Corp | $284.2K | 0.0% | 1,119 |
| SPHQInvesco S&P 500 Quality ETF | $284K | 0.0% | 3,378 |
| ROSTRoss Stores Inc | $279.8K | 0.0% | 1,199 |
| EVRGEvergy Inc | $279.2K | 0.0% | 3,560 |
| AstraZeneca PLC | $273.9K | 0.0% | 1,696 |
| CSXCSX Corp | $273.7K | 0.0% | 5,885 |
| VRTVertiv Holdings Co | $272.2K | 0.0% | 1,128 |
| FDXFedEx Corp | $270.8K | 0.0% | 950 |
| SPGSimon Property Group Inc | $268.4K | 0.0% | 1,337 |
| VEEVVeeva Systems Inc | $267.8K | 0.0% | 938 |
| FASTFastenal Co | $265.3K | 0.0% | 5,356 |
| ELVElevance Health Inc | $264K | 0.0% | 679 |
| NSCNorfolk Southern Corp | $263.6K | 0.0% | 853 |
| SHOPShopify Inc | $259.7K | 0.0% | 1,751 |
| RYRoyal Bank of Canada | $257.5K | 0.0% | 1,310 |
| DALDelta Air Lines Inc | $256.7K | 0.0% | 3,076 |
| ProShares Ultra QQQ | $248.4K | 0.0% | 2,597 |
| LITELumentum Holdings Inc | $247.7K | 0.0% | 255 |
| CORCencora Inc | $245K | 0.0% | 816 |
| FIXComfort Systems USA Inc | $244.8K | 0.0% | 148 |
| WSOWatsco Inc | $244.3K | 0.0% | 807 |
| T Rowe Price US Equity Research ETF | $243.7K | 0.0% | 5,050 |
| NDAQNasdaq Inc | $243.6K | 0.0% | 2,648 |
| SNPSSynopsys Inc | $242.7K | 0.0% | 558 |
| GPNGlobal Payments Inc | $242.2K | 0.0% | 2,966 |
| AZOAutozone Inc | $240.6K | 0.0% | 85 |
| WBDWarner Bros Discovery Inc | $239.3K | 0.0% | 7,733 |
| BBHYJPMorgan BetaBuilders USD High Yield Corporate Bond ETF | $237.7K | 0.0% | 5,358 |
| ILMNIllumina Inc | $233.7K | 0.0% | 854 |
| HOODRobinhood Markets Inc | $233.6K | 0.0% | 2,076 |
| RGAReinsurance Group of America Inc | $232.2K | 0.0% | 943 |
| KMIKinder Morgan Inc | $230.9K | 0.0% | 7,657 |
| BSXBoston Scientific Corp | $230.6K | 0.0% | 5,283 |
| MCOMoody's Corp | $230.2K | 0.0% | 507 |
| DDominion Energy Inc | $228.5K | 0.0% | 3,776 |
| AMEAMETEK Inc | $228.2K | 0.0% | 921 |
| ABNBAirbnb Inc | $227.8K | 0.0% | 1,418 |
| iShares Russell 2500 ETF | $227.1K | 0.0% | 2,655 |
| ITWIllinois Tool Works Inc | $221K | 0.0% | 859 |
| BWABorgwarner Inc | $219.5K | 0.0% | 3,651 |
| PTLCPacer Trendpilot US Large Cap ETF | $219.4K | 0.0% | 3,686 |
| PYPLPayPal Holdings Inc | $219.2K | 0.0% | 4,172 |
| SRESempra | $218.4K | 0.0% | 2,802 |
| CMSCMS Energy Corp | $218.1K | 0.0% | 3,458 |
| QQQMInvesco NASDAQ 100 ETF | $217.8K | 0.0% | 715 |
| HCAHCA Healthcare Inc | $216.8K | 0.0% | 508 |
| HNDLStrategy Shares Nasdaq 7HANDL Index ETF | $212.4K | 0.0% | 9,857 |
| UBS Group AG | $210.6K | 0.0% | 4,375 |
| RSGRepublic Services Inc | $209K | 0.0% | 996 |
| EBAYeBay Inc | $208.2K | 0.0% | 1,963 |
| MKLMarkel Group Inc | $207.2K | 0.0% | 121 |
| AJGArthur J. Gallagher & Co. | $205.8K | 0.0% | 902 |
| WECWEC Energy Group Inc | $204.5K | 0.0% | 2,029 |
| ARESAres Management Corp | $200.4K | 0.0% | 1,725 |
| COHRCoherent Corp | $197.2K | 0.0% | 685 |
| VUGVanguard Growth ETF | $196.3K | 0.0% | 2,178 |
| METMetLife Inc | $196K | 0.0% | 2,082 |
| CARRCarrier Global Corp | $195.6K | 0.0% | 3,566 |
| TRGPTarga Resources Corp | $194.4K | 0.0% | 719 |
| ADSKAutodesk Inc | $192.5K | 0.0% | 921 |
| APOApollo Global Management Inc | $191.8K | 0.0% | 1,653 |
| WDAYWorkday Inc | $191.8K | 0.0% | 1,007 |
| Spotify Technology SA | $189.6K | 0.0% | 389 |
| Garmin Ltd | $185.9K | 0.0% | 648 |
| STTState Street Corp | $185.6K | 0.0% | 1,063 |
| IDXXIDEXX Laboratories Inc | $184.9K | 0.0% | 354 |
| DASHDoorDash Inc | $183.6K | 0.0% | 1,000 |
| ADMArcher-Daniels-Midland Co | $181.9K | 0.0% | 2,292 |
| KKRKKR & Co Inc | $180.7K | 0.0% | 1,979 |
| Cenovus Energy Inc | $180.1K | 0.0% | 5,795 |
| SCCOSouthern Copper Corp | $179.7K | 0.0% | 887 |
| JBLJabil Inc | $179.3K | 0.0% | 625 |
| CIENCiena Corp | $178.4K | 0.0% | 507 |
| HRIHerc Holdings Inc | $177.8K | 0.0% | 1,425 |
| TDGTransDigm Group Inc | $177.5K | 0.0% | 164 |
| Nuveen Preferred And Income ETF | $177.3K | 0.0% | 7,054 |
| PCARPaccar Inc | $173.3K | 0.0% | 1,578 |
| BRBroadridge Financial Solutions Inc | $172.5K | 0.0% | 1,071 |
| HUMHumana Inc | $169.8K | 0.0% | 445 |
| TDToronto-Dominion Bank | $167.7K | 0.0% | 1,427 |
| DINOHF Sinclair Corp | $164.5K | 0.0% | 1,533 |
| APAAPA Corp (US) | $164K | 0.0% | 3,949 |
| KVUEKenvue Inc | $163.6K | 0.0% | 9,264 |
| VSTVistra Corp | $163K | 0.0% | 1,178 |
| HUBBHubbell Inc | $162.8K | 0.0% | 359 |
| MTDMettler-toledo International Inc | $161.7K | 0.0% | 107 |
| VTRSViatris Inc | $161.6K | 0.0% | 9,121 |
| CBRECBRE Group Inc | $160.2K | 0.0% | 1,247 |
| UPSUnited Parcel Service Inc | $159.9K | 0.0% | 1,711 |
| LNTAlliant Energy Corp | $158.8K | 0.0% | 2,508 |
| NTAPNetApp Inc | $158.2K | 0.0% | 753 |
| WABWestinghouse Air Brake Technologies Corp | $156.8K | 0.0% | 546 |
| PPGPPG Industries Inc | $156.3K | 0.0% | 1,498 |
| TTWOTake-Two Interactive Software Inc | $156K | 0.0% | 752 |
| VMCVulcan Materials Co | $155.3K | 0.0% | 635 |
| DHID.R. Horton Inc | $155.1K | 0.0% | 1,135 |
| AKREAkre Focus ETF | $154.4K | 0.0% | 2,932 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $154.4K | 0.0% | 2,000 |
| BDXBecton Dickinson and Co | $153.4K | 0.0% | 857 |
| COKECoca-Cola Consolidated Inc | $152.2K | 0.0% | 804 |
| HALHalliburton Co | $151.2K | 0.0% | 4,755 |
| CTVACorteva Inc | $150.6K | 0.0% | 1,940 |
| TotalEnergies SE | $149.6K | 0.0% | 1,750 |
| Aon PLC | $149.2K | 0.0% | 539 |
| BIIBBiogen Inc | $147.5K | 0.0% | 653 |
| HIIHuntington Ingalls Industries Inc | $146.6K | 0.0% | 549 |
| CNCCentene Corp | $146.2K | 0.0% | 2,354 |
| Flowserve Corp | $146.1K | 0.0% | 1,998 |
| IWLiShares Russell Top 200 ETF | $145.9K | 0.0% | 767 |
| NTRSNorthern Trust Corp | $145.7K | 0.0% | 860 |
| EWEdwards Lifesciences Corp | $145.6K | 0.0% | 1,687 |
| DGROiShares Core Dividend Growth ETF | $145.4K | 0.0% | 1,928 |
| QYLDGlobal X NASDAQ 100 Covered Call ETF | $144.8K | 0.0% | 7,807 |
| AOSA O Smith Corp | $143.3K | 0.0% | 2,543 |
| ROLRollins Inc | $143.2K | 0.0% | 4,755 |
| INCYIncyte Corp | $142.3K | 0.0% | 1,173 |
| nVent Electric PLC | $141.6K | 0.0% | 883 |
| FFord Motor Co | $138.8K | 0.0% | 11,508 |
| AXONAxon Enterprise Inc | $138.6K | 0.0% | 328 |
Quarter ending 2026-09-30.
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