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Mosley Wealth Management Portfolio
$343.2M across 500 positions as of 2026-09-30, with 39% 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
3 of 8
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.6% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.2% | -4.6% |
| Dec 31, 2024 to Mar 31, 2025 | -1.5% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.1% | +2.1% |
| Jun 30, 2024 to Sep 30, 2024 | +5.4% | +5.4% |
| Mar 31, 2024 to Jun 30, 2024 | +3.2% | +4.0% |
| Dec 31, 2023 to Mar 31, 2024 | +6.2% | +10.0% |
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 |
|---|---|---|---|
| PEAKSHARES SECTOR ROTATION ETF | $22.3M | 6.5% | 706,488 |
| FNDFSchwab Fundamental International Equity ETF | $18.4M | 5.3% | 341,697 |
| PEAKSHARES RMR PRIME EQUITY ETF | $13.8M | 4.0% | 483,385 |
| USFRWISDOMTREE FLOATING RATE TREASURY FUND | $13.5M | 3.9% | 267,672 |
| VUGVanguard Growth ETF | $13.3M | 3.9% | 147,632 |
| VHTVanguard Health Care ETF | $12.7M | 3.7% | 38,695 |
| AAPLApple Inc | $12.1M | 3.5% | 35,489 |
| VFHVanguard Financials ETF | $11.4M | 3.3% | 85,045 |
| FIDELITY MOMENTUM FACTOR ETF | $8.5M | 2.5% | 90,977 |
| VDCVanguard Consumer Staples ETF | $8M | 2.3% | 34,098 |
| IVViShares Core S&P 500 ETF | $8M | 2.3% | 10,302 |
| VBRVanguard Small-Cap Value ETF | $7.3M | 2.1% | 30,582 |
| STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $6.7M | 2.0% | 217,799 |
| BSVVanguard Short-Term Bond ETF | $6.6M | 1.9% | 86,171 |
| TIPiShares TIPS Bond ETF | $6.5M | 1.9% | 62,153 |
| VRPINVESCO VARIABLE RATE PREFERRED ETF | $6.3M | 1.8% | 263,766 |
| EEMiShares MSCI Emerging Index Fund | $6M | 1.8% | 94,168 |
| VIGVanguard Div Appreciation ETF | $5.9M | 1.7% | 24,445 |
| VISVanguard Industrials ETF | $5.5M | 1.6% | 17,253 |
| ITAiShares U.S. Aerospace & Defense ETF | $5.1M | 1.5% | 24,591 |
| NVDANVIDIA Corp | $4.5M | 1.3% | 20,714 |
| IVWiShares S&P 500 Growth ETF | $4.1M | 1.2% | 28,914 |
| MSFTMicrosoft Corp | $4.1M | 1.2% | 7,568 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $3.7M | 1.1% | 47,157 |
| CWBSPDR Bloomberg Convertible Securities ETF | $3.2M | 0.9% | 32,743 |
| FIRST TRUST US EQUITY OPPORTUNITIES ETF | $2.8M | 0.8% | 15,983 |
| FIDELITY HIGH DIVIDEND ETF | $2.8M | 0.8% | 44,549 |
| SIMPLIFY BARRIER INCOME ETF | $2.4M | 0.7% | 97,116 |
| JEPIJPMorgan Equity Premium Income ETF | $2.4M | 0.7% | 42,224 |
| GUNRFlexShares Global Upstream Natural Resources Index Fund ETF | $2.4M | 0.7% | 43,910 |
| AMZNAmazon.com Inc | $2.1M | 0.6% | 8,269 |
| XLFState Street Financial Select Sector SPDR ETF | $2M | 0.6% | 37,018 |
| IUSBiShares Core Total USD Bond Market ETF | $2M | 0.6% | 45,378 |
| TRUESHARES SEASONALITY LADDERED BUFFERED ETF | $2M | 0.6% | 70,966 |
| GOOGLAlphabet Inc | $1.9M | 0.6% | 5,536 |
| METAMeta Platforms Inc | $1.9M | 0.5% | 2,537 |
| SIMPLIFY MBS ETF | $1.8M | 0.5% | 38,081 |
| JPMJPMorgan Chase & Co | $1.8M | 0.5% | 5,258 |
| SIMPLIFY KAYNE ANDERSON ENERGY AND INFRASTRUCTURE CREDIT ETF | $1.8M | 0.5% | 69,788 |
| XOMExxonmobil Holdings Corp | $1.7M | 0.5% | 9,490 |
| SIMPLIFY TREASURY OPTION INCOME ETF | $1.6M | 0.5% | 70,105 |
| VTIVanguard Total Stock Market ETF | $1.5M | 0.4% | 4,008 |
| PGProcter & Gamble Co | $1.5M | 0.4% | 9,591 |
| JNJJohnson & Johnson | $1.4M | 0.4% | 5,675 |
| EFViShares MSCI EAFE Value ETF | $1.4M | 0.4% | 17,934 |
| MUMicron Technology Inc | $1.4M | 0.4% | 1,471 |
| DONWisdomTree U.S. MidCap Dividend Fund | $1.4M | 0.4% | 24,295 |
| ALPS EMERGING SECTOR DIVIDEND DOGS ETF | $1.3M | 0.4% | 53,502 |
| SIMPLIFY VOLATILITY PREMIUM ETF | $1.3M | 0.4% | 77,642 |
| MGCVanguard Mega Cap ETF | $1.3M | 0.4% | 4,542 |
| GOOGAlphabet Inc | $1.3M | 0.4% | 3,719 |
| INVESCO BLOOMBERG PRICING POWER ETF | $1.3M | 0.4% | 14,119 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $1.3M | 0.4% | 25,779 |
| SIMPLIFY HIGH YIELD ETF | $1.3M | 0.4% | 62,384 |
| AMDAdvanced Micro Devices Inc | $1.2M | 0.4% | 2,158 |
| IEMGiShares Core MSCI Emerging Markets ETF | $1.2M | 0.4% | 15,410 |
| SIMPLIFY CURRENCY STRATEGY ETF | $1.2M | 0.3% | 43,796 |
| VOOVanguard S&P 500 ETF | $1.1M | 0.3% | 1,591 |
| BRK.BBerkshire Hathaway Inc | $1.1M | 0.3% | 2,146 |
| AVGOBroadcom Inc | $1.1M | 0.3% | 3,137 |
| PLTRPalantir Technologies Inc | $1.1M | 0.3% | 5,386 |
| STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $1.1M | 0.3% | 10,064 |
| ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF | $1.1M | 0.3% | 29,498 |
| INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $1M | 0.3% | 47,291 |
| FDISFidelity MSCI Consumer Discretionary Index ETF | $1M | 0.3% | 10,630 |
| SIMPLIFY GAMMA EMERGING MARKET BOND ETF | $1M | 0.3% | 39,728 |
| FHLCFIDELITY MSCI HEALTH CARE INDEX ETF | $1M | 0.3% | 11,818 |
| SPYState Street SPDR S&P 500 ETF Trust | $987.7K | 0.3% | 1,280 |
| PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND | $965K | 0.3% | 9,577 |
| EFGiShares MSCI EAFE Growth ETF | $941.3K | 0.3% | 7,878 |
| FIDELITY MSCI INDUSTRIAL INDEX ETF | $932.9K | 0.3% | 10,494 |
| FUTYFidelity MSCI Utilities Index ETF | $930.9K | 0.3% | 17,326 |
| MOAltria Group Inc | $887.5K | 0.3% | 12,020 |
| PHParker-Hannifin Corp | $867.5K | 0.3% | 902 |
| MAMastercard Inc | $840.7K | 0.2% | 1,364 |
| CSCOCisco Systems Inc | $825.8K | 0.2% | 7,517 |
| IYWiShares U.S. Technology ETF | $825.1K | 0.2% | 3,189 |
| STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $814K | 0.2% | 8,940 |
| WMTWalmart Inc | $797K | 0.2% | 6,761 |
| ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF | $792.9K | 0.2% | 19,935 |
| INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | $788.4K | 0.2% | 20,913 |
| MBBiShares MBS ETF | $779.4K | 0.2% | 8,603 |
| JPSTJPMorgan Ultra-Short Income ETF | $768.8K | 0.2% | 15,278 |
| ALLIANZIM 6 MONTH BUFFER10 ALLOCATION ETF | $751.1K | 0.2% | 24,979 |
| STATE STREET US SECTOR ROTATION ETF | $749.8K | 0.2% | 11,154 |
| AVDVAvantis International Small Cap Value ETF | $728K | 0.2% | 6,784 |
| IJRiShares Core S&P Small-Cap ETF | $692.2K | 0.2% | 5,045 |
| MCDMcDonald's Corp | $676.7K | 0.2% | 2,790 |
| SNDKSandisk Corp | $662.5K | 0.2% | 475 |
| FMATFidelity MSCI Materials Index ETF | $649K | 0.2% | 11,350 |
| AMGNAmgen Inc | $644.9K | 0.2% | 1,486 |
| ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF | $626K | 0.2% | 17,028 |
| MMM3M Co | $611.4K | 0.2% | 3,698 |
| ABBVAbbVie Inc | $600.8K | 0.2% | 2,120 |
| VVisa Inc | $600.3K | 0.2% | 1,502 |
| AMATApplied Materials Inc | $567.9K | 0.2% | 1,321 |
| ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF | $557.3K | 0.2% | 15,241 |
| INTUIntuit Inc | $541.4K | 0.2% | 1,640 |
| ORCLOracle Corp | $538.2K | 0.2% | 4,002 |
| PMPhilip Morris International Inc | $537K | 0.2% | 2,686 |
| MTUMiShares MSCI USA Momentum Factor ETF | $534.9K | 0.2% | 1,774 |
| TAT&T Inc | $526.7K | 0.2% | 22,411 |
| QUALiShares MSCI USA Quality Factor ETF | $511.1K | 0.1% | 2,254 |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER | $499.7K | 0.1% | 11,768 |
| KMIKinder Morgan Inc | $493.6K | 0.1% | 15,039 |
| WMBWilliams Companies Inc | $491.6K | 0.1% | 7,102 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $488.5K | 0.1% | 7,034 |
| CCitigroup Inc | $482.8K | 0.1% | 3,918 |
| IVEiShares S&P 500 Value ETF | $472.6K | 0.1% | 2,005 |
| WTSWatts Water Technologies Inc | $472.1K | 0.1% | 1,329 |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY | $470.7K | 0.1% | 10,641 |
| ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JUN/DEC ETF | $460.3K | 0.1% | 14,558 |
| PEPPepsiCo Inc | $453.9K | 0.1% | 3,535 |
| ANETArista Networks Inc | $452.4K | 0.1% | 2,438 |
| CRMSalesforce Inc | $437K | 0.1% | 1,771 |
| WFCWells Fargo & Co | $430.9K | 0.1% | 5,207 |
| UNHUnitedHealth Group Inc | $426.8K | 0.1% | 1,050 |
| GGGGraco Inc | $423K | 0.1% | 5,173 |
| SIMPLIFY ENHANCED INCOME ETF | $419.5K | 0.1% | 19,996 |
| CVXChevron Corp | $406.9K | 0.1% | 1,855 |
| IBMInternational Business Machines Corp | $401K | 0.1% | 1,713 |
| USMViShares MSCI USA Min Vol Factor ETF | $388.2K | 0.1% | 3,822 |
| MSMorgan Stanley | $385.4K | 0.1% | 2,116 |
| ALLIANZIM BUFFER20 ALLOCATION ETF | $377.8K | 0.1% | 12,814 |
| TLHiShares 10-20 Year Treasury Bond ETF | $371.8K | 0.1% | 3,955 |
| SRESempra | $367.3K | 0.1% | 4,484 |
| QQQInvesco QQQ Trust, Series 1 | $366.9K | 0.1% | 504 |
| PANWPalo Alto Networks Inc | $354.3K | 0.1% | 957 |
| ACCENTURE PLC IRELAND SHS CLASS A | $352.9K | 0.1% | 1,569 |
| MRSHMarsh & McLennan Companies Inc | $350.1K | 0.1% | 1,877 |
| TSLATesla Inc | $346.9K | 0.1% | 957 |
| CMCSAComcast Corp | $344.5K | 0.1% | 15,825 |
| ISHARES SELECT U.S. REIT ETF | $342.7K | 0.1% | 5,311 |
| XYLXylem Inc | $322.7K | 0.1% | 3,122 |
| WDCWestern Digital Corp | $313K | 0.1% | 878 |
| LLYEli Lilly and Co | $307.1K | 0.1% | 245 |
| ATRAptargroup Inc | $304K | 0.1% | 2,447 |
| LENLennar Corp | $289.7K | 0.1% | 3,729 |
| TRUESHARES QUARTERLY BEAR HEDGE ETF | $283.1K | 0.1% | 11,786 |
| CIENCiena Corp | $281.7K | 0.1% | 790 |
| NFLXNetflix Inc | $278.2K | 0.1% | 3,832 |
| CATCaterpillar Inc | $276.6K | 0.1% | 376 |
| ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF | $275.9K | 0.1% | 7,857 |
| ENBEnbridge Inc | $275.5K | 0.1% | 5,883 |
| LRCXLam Research Corp | $268.1K | 0.1% | 966 |
| OKEONEOK Inc | $263.7K | 0.1% | 2,909 |
| ISHARES CALIFORNIA MUNI BOND ETF | $262.7K | 0.1% | 4,795 |
| VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $262.2K | 0.1% | 2,750 |
| BACBank of America Corp | $260.7K | 0.1% | 5,042 |
| ALLIANZIM U.S. EQUITY BUFFER10 MAY ETF | $258.8K | 0.1% | 6,434 |
| BINCiShares Flexible Income Active ETF | $249.6K | 0.1% | 4,924 |
| VRSKVerisk Analytics Inc | $244.6K | 0.1% | 1,306 |
| ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $235K | 0.1% | 4,811 |
| AORiShares Core 60/40 Balanced Allocation ETF | $232.9K | 0.1% | 3,392 |
| BMYBristol-Myers Squibb Co | $230.1K | 0.1% | 3,800 |
| ASML HLDG NV N Y REGISTRY SHS | $227.1K | 0.1% | 137 |
| ANFIELD U.S. EQUITY SECTOR ROTATION ETF | $225.8K | 0.1% | 11,413 |
| COSTCostco Wholesale Corp | $212.7K | 0.1% | 217 |
| GOVTiShares U.S. Treasury Bond ETF | $206.2K | 0.1% | 9,353 |
| ALLIANZIM U.S. EQUITY BUFFER10 DEC ETF | $198.4K | 0.1% | 4,863 |
| FIDELITY ENHANCED LARGE CAP VALUE ETF | $193.8K | 0.1% | 4,545 |
| FNDESchwab Fundamental Emerging Markets Equity ETF | $193.2K | 0.1% | 4,527 |
| VRTVertiv Holdings Co | $186.6K | 0.1% | 869 |
| SPCXSpace Exploration Technologies Corp | $183.4K | 0.1% | 1,234 |
| INTCIntel Corp | $174.5K | 0.1% | 1,830 |
| FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF | $174K | 0.1% | 3,710 |
| XLCThe Communication Services Select Sector SPDR Fund | $173.4K | 0.1% | 1,542 |
| HOODRobinhood Markets Inc | $171.6K | 0.0% | 1,650 |
| INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $170.9K | 0.0% | 7,528 |
| LMTLockheed Martin Corp | $168.3K | 0.0% | 316 |
| ALLIANZIM U.S. EQUITY BUFFER10 JUN ETF | $167K | 0.0% | 4,292 |
| IWFiShares Russell 1000 Growth ETF | $165.3K | 0.0% | 1,331 |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE | $164.8K | 0.0% | 5,928 |
| GSGoldman Sachs Group Inc | $164.8K | 0.0% | 185 |
| THROiShares U.S. Thematic Rotation Active ETF | $160.3K | 0.0% | 3,632 |
| OEFiShares S&P 100 Fund | $158.1K | 0.0% | 411 |
| ARK NEXT GENERATION TECHNOLOGY ETF | $156.6K | 0.0% | 967 |
| ALABAstera Labs, Inc | $150.1K | 0.0% | 497 |
| PXFInvesco RAFI Developed Markets ex-U.S. ETF | $149.2K | 0.0% | 1,960 |
| EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | $147K | 0.0% | 1,601 |
| IDViShares International Select Dividend ETF | $145.7K | 0.0% | 3,444 |
| VTVanguard Total World Stock Index ETF | $144.9K | 0.0% | 915 |
| INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER | $144.7K | 0.0% | 4,443 |
| GILDGilead Sciences, Inc | $143.3K | 0.0% | 910 |
| IBITiShares Bitcoin Trust ETF | $141.6K | 0.0% | 3,039 |
| GLDSPDR Gold Shares | $138.5K | 0.0% | 362 |
| BABoeing Co | $138.2K | 0.0% | 732 |
| AVANTIS ALL EQUITY MARKETS ETF | $138.1K | 0.0% | 1,391 |
| ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF | $137.5K | 0.0% | 3,229 |
| ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED DEC ETF | $131.3K | 0.0% | 4,411 |
| SOSouthern Co | $130.4K | 0.0% | 1,463 |
| ISHARES US FINANCIAL SERVICES ETF | $128.7K | 0.0% | 1,392 |
| BKNGBooking Holdings Inc | $127.8K | 0.0% | 771 |
| VLOValero Energy Corp | $127K | 0.0% | 286 |
| FT VEST NASDAQ-100 MODERATE BUFFER ETF - MAY | $126.3K | 0.0% | 4,696 |
| CORCencora Inc | $125K | 0.0% | 366 |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MAY | $124.3K | 0.0% | 4,703 |
| AVANTIS ALL EQUITY MARKETS VALUE ETF | $123.5K | 0.0% | 1,441 |
| IAGGiShares International Aggregate Bond Fund | $122.6K | 0.0% | 2,486 |
| KOCoca-Cola Co | $122.4K | 0.0% | 1,331 |
| ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF | $117.3K | 0.0% | 3,442 |
| COLUMBIA SPORTSWEAR CO COM | $112.7K | 0.0% | 1,853 |
| ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF | $112.1K | 0.0% | 3,637 |
| NETCloudflare Inc | $111.7K | 0.0% | 353 |
| SHYGiShares 0-5 Year High Yield Corporate Bond ETF | $110.9K | 0.0% | 2,693 |
| CMICummins Inc | $110.2K | 0.0% | 207 |
| CRNCCerence Inc | $110.2K | 0.0% | 12,020 |
| MRVLMarvell Technology Inc | $107.4K | 0.0% | 445 |
| VZVerizon Communications Inc | $104.3K | 0.0% | 2,350 |
| NOCNorthrop Grumman Corp | $103.5K | 0.0% | 207 |
| JAAAJanus Henderson AAA CLO ETF | $101.9K | 0.0% | 2,016 |
| ISHARES CONVERTIBLE BOND ETF | $100.5K | 0.0% | 935 |
| CRWDCrowdStrike Holdings Inc | $96.9K | 0.0% | 396 |
| GEGeneral Electric Co | $94.7K | 0.0% | 304 |
| HEI.AHEICO Corp | $93K | 0.0% | 402 |
| ISRGIntuitive Surgical Inc | $92.8K | 0.0% | 217 |
| ABTAbbott Laboratories | $91.1K | 0.0% | 870 |
| QCOMQualcomm Inc | $89.5K | 0.0% | 502 |
| LINDE PLC SHS | $89.4K | 0.0% | 181 |
| SBUXStarbucks Corp | $89K | 0.0% | 918 |
| RTXRTX Corp | $87.7K | 0.0% | 469 |
| HONHoneywell International Inc | $86.8K | 0.0% | 412 |
| TRUESHARES STRUCTURED OUTCOME SEPTEMBER ETF | $86K | 0.0% | 1,848 |
| TALEN ENERGY CORP COM | $84.9K | 0.0% | 240 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $84K | 0.0% | 199 |
| ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $83.8K | 0.0% | 2,066 |
| VCRVanguard Consumer Discretion ETF | $81.5K | 0.0% | 215 |
| BAIiShares A.I. Innovation and Tech Active ETF | $80.6K | 0.0% | 1,860 |
| IFRAiShares U.S. Infrastructure ETF | $79.2K | 0.0% | 1,399 |
| DISWalt Disney Co | $76K | 0.0% | 686 |
| TXNTexas Instruments Inc | $75.9K | 0.0% | 272 |
| ADPAutomatic Data Processing Inc | $74.7K | 0.0% | 262 |
| TRUESHARES S&P AUTOCALLABLE DEFENSIVE INCOME ETF | $74.7K | 0.0% | 2,966 |
| BABAAlibaba Group Holding Ltd | $72.3K | 0.0% | 651 |
| PEGPublic Service Enterprise Group Inc | $71.5K | 0.0% | 1,018 |
| EMREmerson Electric Co | $71.4K | 0.0% | 440 |
| GEVGE Vernova Inc | $70.5K | 0.0% | 76 |
| LITELumentum Holdings Inc | $70.4K | 0.0% | 81 |
| FIDELITY ENHANCED SMALL CAP CORE ETF | $69.7K | 0.0% | 1,550 |
| FIDELITY INTERNATIONAL HIGH DIVIDEND ETF | $69.2K | 0.0% | 2,423 |
| LNGCheniere Energy Inc | $68.8K | 0.0% | 246 |
| ALLAllstate Corp | $68K | 0.0% | 284 |
| PCARPaccar Inc | $67.9K | 0.0% | 612 |
| LUVSouthwest Airlines Co | $67.2K | 0.0% | 1,646 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $67.1K | 0.0% | 592 |
| ALLIANZIM U.S. EQUITY BUFFER100 PROTECTION ETF | $67K | 0.0% | 2,526 |
| SGOViShares 0-3 Month Treasury Bond ETF | $64.8K | 0.0% | 645 |
| VSATViasat Inc | $64.3K | 0.0% | 1,046 |
| FBNDFidelity Total Bond ETF | $63.6K | 0.0% | 1,451 |
| KLACKLA Corp | $62.6K | 0.0% | 359 |
| RKLBRocket Lab USA, Inc. | $61K | 0.0% | 1,104 |
| NEBIUS GROUP N.V. SHS CLASS A | $60.5K | 0.0% | 321 |
| APPApplovin Corp | $60K | 0.0% | 215 |
| CDNSCadence Design Systems Inc | $57.4K | 0.0% | 177 |
| ISHARES U.S. CONSUMER DISCRETIONARY ETF | $56.2K | 0.0% | 564 |
| SHOPShopify Inc | $55.2K | 0.0% | 310 |
| ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF | $55K | 0.0% | 1,686 |
| VOXVanguard Communication Services ETF | $53.5K | 0.0% | 277 |
| STIPiShares 0-5 Year TIPS Bond ETF | $52.7K | 0.0% | 525 |
| VEAVanguard FTSE Developed Markets ETF | $52.6K | 0.0% | 755 |
| APOApollo Global Management Inc | $52.3K | 0.0% | 467 |
| BXBlackstone Inc | $52.1K | 0.0% | 477 |
| FDNFirst Trust DJ Internet Index Fund | $51.4K | 0.0% | 175 |
| LMBSFirst Trust Low Duration Opportunities ETF | $51.4K | 0.0% | 1,055 |
| MNSTMonster Beverage Corp | $51.4K | 0.0% | 1,134 |
| TPLTexas Pacific Land Corp | $50.9K | 0.0% | 147 |
| INNOVATOR GROWTH-100 POWER BUFFER ETF - SEPTEMBER | $50.4K | 0.0% | 1,562 |
| HDHome Depot Inc | $50.4K | 0.0% | 163 |
| TMUST-Mobile US Inc | $50K | 0.0% | 319 |
| RLRalph Lauren Corp | $49.5K | 0.0% | 127 |
| VWOVanguard FTSE Emerging Markets ETF | $47K | 0.0% | 800 |
| IJHiShares Core S&P Mid-Cap ETF | $46.9K | 0.0% | 642 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $46.3K | 0.0% | 67 |
| FNDXSchwab Fundamental US Large Company Index ETF | $46K | 0.0% | 1,413 |
| SCHXSchwab U.S. Large-Cap ETF | $45.3K | 0.0% | 1,493 |
| ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $45.3K | 0.0% | 535 |
| MPCMarathon Petroleum Corp | $45.1K | 0.0% | 95 |
| PPGPPG Industries Inc | $44.6K | 0.0% | 413 |
| ADBEAdobe Inc | $44K | 0.0% | 175 |
| MDLZMondelez International Inc | $44K | 0.0% | 698 |
| HEFAiShares Currency Hedged MSCI EAFE ETF | $43.9K | 0.0% | 942 |
| ARK 21SHARES BITCOIN ETF | $43.6K | 0.0% | 1,598 |
| IMCGiShares Morningstar Mid-Cap Growth ETF | $42.7K | 0.0% | 449 |
| AVANTIS MODERATE ALLOCATION ETF | $42.6K | 0.0% | 588 |
| IMCBiShares Morningstar Mid-Cap ETF | $42.5K | 0.0% | 436 |
| HONAHoneywell Aerospace Inc | $41.1K | 0.0% | 252 |
| XMHQInvesco S&P MidCap Quality ETF | $40.6K | 0.0% | 353 |
| KBWBInvesco KBW Bank ETF | $40.5K | 0.0% | 467 |
| ORLYO'Reilly Automotive Inc | $37.8K | 0.0% | 427 |
| VGTVanguard Information Tech ETF | $37.3K | 0.0% | 305 |
| PAYXPaychex Inc | $37.3K | 0.0% | 336 |
| MSIMotorola Solutions Inc | $37K | 0.0% | 81 |
| IGViShares Expanded Tech-Software Sector ETF | $36.9K | 0.0% | 337 |
| MSTRStrategy Inc | $36.5K | 0.0% | 241 |
| FSSLFS Specialty Lending Fund | $36.2K | 0.0% | 3,146 |
| FDMFirst Trust DJ Select MicroCap ETF | $36K | 0.0% | 404 |
| IJTiShares S&P SmallCap 600 Growth ETF | $35.6K | 0.0% | 221 |
| INVESCO RAFI US 1500 SMALL-MID ETF | $35.3K | 0.0% | 670 |
| VBKVanguard Small-Cap Growth ETF | $35K | 0.0% | 105 |
| SMHVanEck Semiconductor ETF | $34.6K | 0.0% | 62 |
| ALKAlaska Air Group Inc | $34.5K | 0.0% | 945 |
| EXCExelon Corp | $34.5K | 0.0% | 812 |
| AOAiShares Core Aggressive Allocation Fund | $34.5K | 0.0% | 354 |
| D-WAVE QUANTUM INC COM | $34.1K | 0.0% | 2,659 |
| PRFInvesco FTSE RAFI US 1000 ETF | $32.9K | 0.0% | 586 |
| KRKroger Co | $32.7K | 0.0% | 521 |
| TGTTarget Corp | $32K | 0.0% | 204 |
| SCHASchwab U.S. Small-Cap ETF | $31K | 0.0% | 953 |
| TMOThermo Fisher Scientific Inc | $30.8K | 0.0% | 44 |
| ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF | $30K | 0.0% | 815 |
| MRKMerck & Co Inc | $29.9K | 0.0% | 206 |
| EATON VANCE TX ADV GLBL DIV FD COM | $29.5K | 0.0% | 1,278 |
| COLBColumbia Banking System Inc | $29K | 0.0% | 1,014 |
| AEEAmeren Corp | $28.9K | 0.0% | 279 |
| DEDeere & Co | $27.6K | 0.0% | 42 |
| CEGConstellation Energy Corp | $27.5K | 0.0% | 100 |
| SCHISchwab 5-10 Year Corporate Bond ETF | $27.3K | 0.0% | 1,262 |
| PWRQuanta Services Inc | $26.4K | 0.0% | 41 |
| XLREReal Estate Select Sector SPDR Fund | $26.3K | 0.0% | 627 |
| OXYOccidental Petroleum Corp | $25.9K | 0.0% | 426 |
| TDIVFirst Trust NASDAQ Technology Dividend Index Fund | $25.5K | 0.0% | 224 |
| FFord Motor Co | $24.9K | 0.0% | 2,024 |
| XLKState Street Technology Select Sector SPDR ETF | $24.4K | 0.0% | 129 |
| OKLO INC COM CL A | $24K | 0.0% | 800 |
| WDAYWorkday Inc | $24K | 0.0% | 122 |
| LRNZTRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF | $23.6K | 0.0% | 368 |
| SMBSSchwab Mortgage-Backed Securities ETF | $23.4K | 0.0% | 964 |
| TTWOTake-Two Interactive Software Inc | $23K | 0.0% | 110 |
| EBAYeBay Inc | $22.7K | 0.0% | 184 |
| EIXEdison International | $21.3K | 0.0% | 383 |
| FIDELITY REAL ESTATE INVESTMENT ETF | $21.2K | 0.0% | 900 |
| DELLDell Technologies Inc | $20.4K | 0.0% | 43 |
| IEFiShares 7-10 Year Treasury Bond ETF | $20.3K | 0.0% | 225 |
| REZiShares Residential and Multisector Real Estate ETF | $20.1K | 0.0% | 224 |
| DDOGDatadog Inc (Pre-Reincorporation) | $20K | 0.0% | 75 |
| ABMABM Industries Inc | $19.6K | 0.0% | 386 |
| COINCoinbase Global Inc | $19.3K | 0.0% | 105 |
| ARMArm Holdings PLC | $18.6K | 0.0% | 76 |
| RFRegions Financial Corp | $18.3K | 0.0% | 671 |
| GSKGSK plc | $18.3K | 0.0% | 372 |
| TLTiShares 20+ Year Treasury Bond ETF | $17.9K | 0.0% | 224 |
| NVSNovartis AG | $17.9K | 0.0% | 119 |
| SCCOSouthern Copper Corp | $17.7K | 0.0% | 88 |
| AXONAxon Enterprise Inc | $17.5K | 0.0% | 42 |
| TRUESHARES STRUCTURED OUTCOME (JANUARY) ETF | $17.3K | 0.0% | 414 |
| USHYiShares Broad USD High Yield Corporate Bond ETF | $17.3K | 0.0% | 485 |
| PFEPfizer Inc | $16.7K | 0.0% | 568 |
| TRUESHARES CONVEX PROTECT ETF | $16.5K | 0.0% | 533 |
| FVDFirst Trust VL Dividend | $16.5K | 0.0% | 337 |
| WISDOMTREE JAPAN HEDGED EQUITY FUND | $16.1K | 0.0% | 269 |
| RDDTReddit Inc | $15.9K | 0.0% | 100 |
| FDLFirst Trust Morningstar ETF | $15.8K | 0.0% | 308 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $15.6K | 0.0% | 170 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $15.6K | 0.0% | 93 |
| FMHIFirst Trust Municipal High Income ETF | $15.3K | 0.0% | 336 |
| SCHHSchwab U.S. REIT ETF | $15.1K | 0.0% | 675 |
| ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF | $15K | 0.0% | 385 |
| FXNFIRST TRUST ENERGY ALPHADEX FUND | $14.4K | 0.0% | 608 |
| STATE STREET SPDR PORTFOLIO TIPS ETF | $14.4K | 0.0% | 583 |
| VXUSVanguard Total International Stock ETF | $14.3K | 0.0% | 171 |
| UNPUnion Pacific Corp | $14.3K | 0.0% | 49 |
| IOTSamsara Inc | $14.1K | 0.0% | 331 |
| LOWLowe's Companies Inc | $14.1K | 0.0% | 72 |
| SOLVSolventum Corp | $14.1K | 0.0% | 160 |
| VNQVanguard Real Estate ETF | $14K | 0.0% | 153 |
| GLWCorning Inc | $14K | 0.0% | 101 |
| CLOUGLOBAL X CLOUD COMPUTING ETF | $13.3K | 0.0% | 449 |
| FIDELITY ENHANCED LARGE CAP CORE ETF | $13.1K | 0.0% | 299 |
| IRMIron Mountain Inc | $13K | 0.0% | 116 |
| BPBP PLC | $12.8K | 0.0% | 264 |
| FIRST TR INTER DURATN PFD & IN COM | $12.7K | 0.0% | 810 |
| AEPAmerican Electric Power Company Inc | $12.6K | 0.0% | 101 |
| STANTEC INC COM | $12.2K | 0.0% | 177 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $12.1K | 0.0% | 133 |
| SUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF | $12K | 0.0% | 491 |
| PAGPPlains GP Holdings LP | $11.9K | 0.0% | 437 |
| DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | $11.5K | 0.0% | 329 |
| HWMHowmet Aerospace Inc | $11.4K | 0.0% | 52 |
| IWDiShares Russell 1000 Value ETF | $11K | 0.0% | 43 |
| PAAPlains All American Pipeline LP | $11K | 0.0% | 437 |
| TRUESHARES QUARTERLY BULL HEDGE ETF | $10.9K | 0.0% | 454 |
| BOHBank of Hawaii Corp | $10.9K | 0.0% | 162 |
| AVUVAvantis U.S. Small Cap Value ETF | $10.8K | 0.0% | 90 |
| HEHawaiian Electric Industries Inc | $10.8K | 0.0% | 1,275 |
| TRUESHARES STRUCTURED OUTCOME (DECEMBER) ETF | $10.7K | 0.0% | 242 |
| SHYiShares 1-3 Year Treasury Bond ETF | $10.6K | 0.0% | 130 |
| SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF | $10.6K | 0.0% | 545 |
| ATOAtmos Energy Corp | $10.2K | 0.0% | 62 |
| ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF | $10K | 0.0% | 210 |
| NUENucor Corp | $9.6K | 0.0% | 38 |
| CARRCarrier Global Corp | $9.4K | 0.0% | 171 |
| SHViShares 0-1 Year Treasury Bond ETF | $9.4K | 0.0% | 85 |
| BLACKROCK MUNIHLDNGS CALI COM | $9.4K | 0.0% | 966 |
| OLEDUniversal Display Corp | $9.3K | 0.0% | 118 |
| GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | $9.2K | 0.0% | 100 |
| DKNGDraftKings Inc. - Class A Common Stock | $9K | 0.0% | 468 |
| FFINFirst Financial Bankshares Inc | $9K | 0.0% | 286 |
| DESTINY TECH100 INC COM SHS | $9K | 0.0% | 309 |
| NORTHERN TRUST DISCIPLINED DURATION MBS ETF | $8.8K | 0.0% | 438 |
| NORTHERN TRUST IBOXX 5-YEAR TARGET DURATION TIPS ETF | $8.4K | 0.0% | 368 |
| INNOVATOR NASDAQ-100 10 BUFFER ETF QUARTERLY | $8.2K | 0.0% | 265 |
| MCKMcKesson Corp | $8K | 0.0% | 8 |
| EFAiShares MSCI EAFE ETF | $7.9K | 0.0% | 76 |
| AVSFAvantis Short-Term Fixed Income ETF | $7.3K | 0.0% | 159 |
| VCLTVanguard Long-Term Corporate Bond ETF | $7.2K | 0.0% | 103 |
| FCXFreeport-McMoRan Inc | $7.1K | 0.0% | 101 |
| VGLTVanguard Long-Term Treasury ETF | $6.9K | 0.0% | 134 |
| IXNiShares Global Tech ETF | $6.5K | 0.0% | 46 |
| SCHRSchwab Intermediate-Term U.S. Treasury ETF | $6.5K | 0.0% | 272 |
| OKTAOkta Inc | $6.3K | 0.0% | 30 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $6.2K | 0.0% | 60 |
| EWEdwards Lifesciences Corp | $6.1K | 0.0% | 69 |
| SOLSSolstice Advanced Materials Inc | $6.1K | 0.0% | 101 |
| SESea Ltd | $5.9K | 0.0% | 61 |
| FXUFirst Trust Utilities AlphaDEX Fund | $5.9K | 0.0% | 127 |
| TRUESHARES STRUCTURED OUTCOME (OCTOBER) ETF | $5.8K | 0.0% | 124 |
| TFCTruist Financial Corp | $5.7K | 0.0% | 123 |
| XLEState Street Energy Select Sector SPDR ETF | $5.7K | 0.0% | 86 |
| COPConocoPhillips | $5.6K | 0.0% | 40 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $5.6K | 0.0% | 59 |
| WECWEC Energy Group Inc | $5.5K | 0.0% | 52 |
| JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF | $5.5K | 0.0% | 124 |
| ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $5.5K | 0.0% | 122 |
| OTISOtis Worldwide Corp | $5.4K | 0.0% | 77 |
| XRXXerox Holdings Corp | $5.4K | 0.0% | 2,000 |
| OHIOmega Healthcare Investors, Inc | $5.1K | 0.0% | 113 |
| XLVState Street Health Care Select Sector SPDR ETF | $5.1K | 0.0% | 29 |
| EWJiShares MSCI Japan Index Fund | $5K | 0.0% | 52 |
| VGSHVanguard Short-Term Treasury ETF | $5K | 0.0% | 86 |
| BITOCHARLES SCHWAB BROKERAGE ACCOUNT | $4.9K | 0.0% | 449 |
| CARNIVAL CORP LTD COMMON SHARES | $4.9K | 0.0% | 186 |
| PNCPNC Financial Services Group Inc | $4.9K | 0.0% | 23 |
| GEHCGE Healthcare Technologies Inc | $4.9K | 0.0% | 69 |
| GMGeneral Motors Co | $4.9K | 0.0% | 58 |
| SWKSSkyworks Solutions Inc | $4.8K | 0.0% | 61 |
| FDXFedEx Corp | $4.8K | 0.0% | 16 |
| PBAPembina Pipeline Corp | $4.7K | 0.0% | 98 |
| VRTXVertex Pharmaceuticals Inc | $4.6K | 0.0% | 9 |
| DUKDuke Energy Corp | $4.6K | 0.0% | 38 |
| ITWIllinois Tool Works Inc | $4.5K | 0.0% | 16 |
| EOGEOG Resources Inc | $4.4K | 0.0% | 29 |
| EWUiShares MSCI United Kingdom ETF | $4.1K | 0.0% | 85 |
| FBTFirst Trust Amex Biotech Index Fund | $4K | 0.0% | 15 |
| NHINational Health Investors Inc | $3.9K | 0.0% | 60 |
| DBEFXtrackers MSCI EAFE Hedged Equity ETF | $3.9K | 0.0% | 71 |
| FIDELITY LOW VOLATILITY FACTOR ETF | $3.9K | 0.0% | 53 |
| XLIState Street Industrial Select Sector SPDR ETF | $3.9K | 0.0% | 23 |
| CTASCintas Corp | $3.8K | 0.0% | 18 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $3.7K | 0.0% | 36 |
| EATON CORP PLC SHS | $3.6K | 0.0% | 9 |
| NTAPNetApp Inc | $3.5K | 0.0% | 16 |
| TRVTravelers Companies Inc | $3.5K | 0.0% | 9 |
| ELVElevance Health Inc | $3.4K | 0.0% | 8 |
| VTRVentas Inc | $3.4K | 0.0% | 40 |
| BLKBlackRock Inc | $3.4K | 0.0% | 3 |
| STTState Street Corp | $3.2K | 0.0% | 19 |
| SPTLState Street SPDR Portfolio Long Term Treasury ETF | $3.1K | 0.0% | 126 |
| MTBM&T Bank Corp | $3.1K | 0.0% | 14 |
| ULTAUlta Beauty Inc | $3K | 0.0% | 5 |
| SHLDGlobal X Defense Tech ETF | $3K | 0.0% | 50 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $3K | 0.0% | 27 |
| METMetLife Inc | $2.9K | 0.0% | 29 |
| CAGConagra Brands Inc | $2.9K | 0.0% | 203 |
| EMLCVanEck J. P. Morgan EM Local Currency Bond ET | $2.8K | 0.0% | 113 |
| UPSUnited Parcel Service Inc | $2.8K | 0.0% | 29 |
| SYYSysco Corp | $2.8K | 0.0% | 34 |
| CGNXCognex Corp | $2.8K | 0.0% | 50 |
| HOGHarley-Davidson Inc | $2.8K | 0.0% | 100 |
| HLNHaleon PLC | $2.8K | 0.0% | 277 |
| SHELShell PLC | $2.7K | 0.0% | 26 |
| CICigna Group | $2.7K | 0.0% | 9 |
| HYDVanEck ETF Trust VanEck High Yield Muni ETF | $2.7K | 0.0% | 55 |
| JETSU.S. GLOBAL JETS ETF | $2.7K | 0.0% | 100 |
| ADAM NAT RES FD INC COM | $2.6K | 0.0% | 89 |
| WABWestinghouse Air Brake Technologies Corp | $2.6K | 0.0% | 9 |
| ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED SEP ETF | $2.5K | 0.0% | 80 |
| HPEHewlett Packard Enterprise Co | $2.5K | 0.0% | 43 |
| ZIONZions Bancorporation NA | $2.5K | 0.0% | 40 |
| ALLIANZIM U.S. EQUITY 6 MONTH FLOOR5 JAN/JUL ETF | $2.5K | 0.0% | 72 |
| TRUESHARES STRUCTURED OUTCOME (AUGUST) ETF | $2.5K | 0.0% | 53 |
| SOUNSoundHound AI Inc | $2.4K | 0.0% | 500 |
| DTEDTE Energy Co | $2.4K | 0.0% | 19 |
| XLUState Street Utilities Select Sector SPDR ETF | $2.4K | 0.0% | 58 |
| REGNRegeneron Pharmaceuticals Inc | $2.4K | 0.0% | 3 |
| TE CONNECTIVITY PLC ORD SHS | $2.3K | 0.0% | 11 |
| JBLJabil Inc | $2.3K | 0.0% | 8 |
| NEENextera Energy Inc | $2.3K | 0.0% | 29 |
| FIDELITY LOW DURATION BOND FACTOR ETF | $2.1K | 0.0% | 42 |
| UBERUber Technologies Inc | $2.1K | 0.0% | 29 |
| BROSDutch Bros Inc | $2.1K | 0.0% | 50 |
| EQIXEquinix Inc | $2K | 0.0% | 2 |
| BANK OF NY MELLON CORP COM | $2K | 0.0% | 14 |
| FITBFifth Third Bancorp | $2K | 0.0% | 39 |
| CVSCVS Health Corp | $1.9K | 0.0% | 21 |
| PTCPTC Inc | $1.9K | 0.0% | 10 |
| TROWT Rowe Price Group Inc | $1.9K | 0.0% | 19 |
| HCAHCA Healthcare Inc | $1.9K | 0.0% | 4 |
| SABINE RTY TR UNIT BEN INT | $1.9K | 0.0% | 26 |
| WUWestern Union Co | $1.9K | 0.0% | 300 |
| GXOGXO Logistics Inc | $1.9K | 0.0% | 40 |
Quarter ending 2026-09-30.
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