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Obermeyer Wealth Partners Portfolio
$2.5B across 301 positions as of 2026-09-30, with 48% 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
+12.2%
-2.3% a year vs the S&P 500
3 years
+18.3%
-3.0% a year vs the S&P 500
5 years
+6.3%
-5.9% a year vs the S&P 500
Quarters ahead
7 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +2.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.2% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -4.6% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.3% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.0% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.7% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.9% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.8% | +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 |
|---|---|---|---|
| VTIVanguard Total Stock Market ETF | $291.4M | 11.6% | 778,526 |
| GOOGAlphabet Inc | $120.9M | 4.8% | 354,760 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $113.4M | 4.5% | 248,539 |
| AAPLApple Inc | $105M | 4.2% | 315,242 |
| VXUSVanguard Total International Stock ETF | $103.5M | 4.1% | 1,217,777 |
| MSFTMicrosoft Corp | $103.3M | 4.1% | 201,362 |
| VOOVanguard S&P 500 ETF | $102.8M | 4.1% | 146,614 |
| NVDANVIDIA Corp | $94M | 3.7% | 411,390 |
| JAAAJanus Henderson AAA CLO ETF | $92.8M | 3.7% | 1,839,357 |
| RBB FD INC | $86.4M | 3.4% | 1,732,811 |
| AMZNAmazon.com Inc | $80M | 3.2% | 321,227 |
| ASML HLDG NV | $77.1M | 3.1% | 42,557 |
| QUALiShares MSCI USA Quality Factor ETF | $70.6M | 2.8% | 317,743 |
| AVGOBroadcom Inc | $67.9M | 2.7% | 193,428 |
| BRK.BBerkshire Hathaway Inc | $64M | 2.5% | 128,601 |
| MAMastercard Inc | $63.2M | 2.5% | 114,662 |
| ISHARES INC | $61.3M | 2.4% | 297,300 |
| METAMeta Platforms Inc | $59.2M | 2.4% | 81,627 |
| RTXRTX Corp | $48.7M | 1.9% | 262,055 |
| QQQInvesco QQQ Trust, Series 1 | $47.5M | 1.9% | 64,155 |
| DEDeere & Co | $35.2M | 1.4% | 52,368 |
| TXNTexas Instruments Inc | $32M | 1.3% | 114,374 |
| CMECME Group Inc | $29M | 1.2% | 110,623 |
| MSIMotorola Solutions Inc | $27M | 1.1% | 60,618 |
| MCKMcKesson Corp | $25.6M | 1.0% | 29,936 |
| MCOMoody's Corp | $25.4M | 1.0% | 56,011 |
| SAPSAP SE | $24.6M | 1.0% | 117,765 |
| BNBrookfield Corporation Class A Limited Voting Shares | $24.2M | 1.0% | 662,416 |
| HDHome Depot Inc | $24M | 1.0% | 84,235 |
| SHWSherwin-Williams Co | $22.5M | 0.9% | 69,713 |
| VGLTVanguard Long-Term Treasury ETF | $18.7M | 0.7% | 372,331 |
| JANUS DETROIT STR TR | $18.4M | 0.7% | 373,853 |
| SPYState Street SPDR S&P 500 ETF Trust | $16.6M | 0.7% | 21,779 |
| UPSUnited Parcel Service Inc | $12.3M | 0.5% | 131,650 |
| GOOGLAlphabet Inc | $11.5M | 0.5% | 33,413 |
| JPMJPMorgan Chase & Co | $11.3M | 0.5% | 34,275 |
| UNHUnitedHealth Group Inc | $8.2M | 0.3% | 22,223 |
| USBUS Bancorp | $7.9M | 0.3% | 136,184 |
| VEAVanguard FTSE Developed Markets ETF | $7.7M | 0.3% | 108,470 |
| IVViShares Core S&P 500 ETF | $7M | 0.3% | 9,157 |
| ARCCAres Capital Corp | $6.9M | 0.3% | 362,739 |
| VVisa Inc | $6.8M | 0.3% | 18,930 |
| XLVState Street Health Care Select Sector SPDR ETF | $6.1M | 0.2% | 36,311 |
| XOMExxonmobil Holdings Corp | $5.9M | 0.2% | 36,279 |
| MORGAN STANLEY ETF TRUST | $4.7M | 0.2% | 96,800 |
| GLDSPDR Gold Shares | $4.6M | 0.2% | 12,184 |
| JMUBJPMorgan Municipal ETF | $4.6M | 0.2% | 97,215 |
| TMUST-Mobile US Inc | $4.3M | 0.2% | 26,098 |
| EATON CORP PLC | $4.2M | 0.2% | 9,728 |
| CNQCanadian Natural Resources Ltd | $4.1M | 0.2% | 86,208 |
| ADIAnalog Devices Inc | $3.9M | 0.2% | 9,912 |
| LOWLowe's Companies Inc | $3.8M | 0.2% | 20,801 |
| VVVanguard Large-Cap ETF | $3.8M | 0.1% | 10,670 |
| BRK.ABerkshire Hathaway Inc | $3.7M | 0.1% | 5 |
| AMATApplied Materials Inc | $3.4M | 0.1% | 6,630 |
| JNJJohnson & Johnson | $3.2M | 0.1% | 12,180 |
| COSTCostco Wholesale Corp | $3.1M | 0.1% | 3,443 |
| ARESAres Management Corp | $3.1M | 0.1% | 26,568 |
| VYMVanguard High Dividend Yield ETF | $3M | 0.1% | 19,175 |
| WMTWalmart Inc | $2.9M | 0.1% | 28,088 |
| ISHARES TR | $2.9M | 0.1% | 40,976 |
| MOATVanEck Morningstar Wide Moat ETF | $2.9M | 0.1% | 27,512 |
| IWFiShares Russell 1000 Growth ETF | $2.9M | 0.1% | 23,019 |
| ABBVAbbVie Inc | $2.9M | 0.1% | 10,908 |
| ATOAtmos Energy Corp | $2.7M | 0.1% | 17,273 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $2.7M | 0.1% | 50,564 |
| CTVACorteva Inc | $2.6M | 0.1% | 33,994 |
| SHELShell PLC | $2.6M | 0.1% | 27,496 |
| WMWaste Management Inc | $2.6M | 0.1% | 12,788 |
| KOCoca-Cola Co | $2.5M | 0.1% | 29,038 |
| UNPUnion Pacific Corp | $2.5M | 0.1% | 9,057 |
| IJRiShares Core S&P Small-Cap ETF | $2.3M | 0.1% | 17,213 |
| VANGUARD INSTL INDEX FD | $2.3M | 0.1% | 30,684 |
| VUGVanguard Growth ETF | $2.3M | 0.1% | 25,728 |
| AMDAdvanced Micro Devices Inc | $2.2M | 0.1% | 3,530 |
| LLYEli Lilly and Co | $2.2M | 0.1% | 1,864 |
| QQnity Electronics Inc | $2.1M | 0.1% | 16,767 |
| PGProcter & Gamble Co | $2M | 0.1% | 13,667 |
| ASTRAZENECA PLC | $1.9M | 0.1% | 11,705 |
| AXPAmerican Express Co | $1.9M | 0.1% | 6,165 |
| MDYSPDR MidCap Trust Series I | $1.8M | 0.1% | 2,797 |
| MPLXMPLX LP | $1.8M | 0.1% | 32,346 |
| GLWCorning Inc | $1.8M | 0.1% | 11,794 |
| PANWPalo Alto Networks Inc | $1.8M | 0.1% | 4,560 |
| TOTALENERGIES SE | $1.8M | 0.1% | 20,591 |
| EEMiShares MSCI Emerging Index Fund | $1.7M | 0.1% | 25,911 |
| SOXXiShares Semiconductor ETF | $1.7M | 0.1% | 2,979 |
| VGSHVanguard Short-Term Treasury ETF | $1.7M | 0.1% | 29,364 |
| AMGNAmgen Inc | $1.7M | 0.1% | 3,992 |
| EPDEnterprise Products Partners L.P | $1.7M | 0.1% | 46,716 |
| CATCaterpillar Inc | $1.7M | 0.1% | 2,040 |
| TJXTJX Companies Inc | $1.6M | 0.1% | 12,189 |
| VTVVanguard Value ETF | $1.6M | 0.1% | 7,311 |
| RSPInvesco S&P 500 Equal Weight ETF | $1.6M | 0.1% | 7,535 |
| AON PLC | $1.5M | 0.1% | 5,500 |
| RYRoyal Bank of Canada | $1.5M | 0.1% | 7,684 |
| VICIVICI Properties Inc | $1.5M | 0.1% | 64,415 |
| VOYGVoyager Technologies Inc | $1.5M | 0.1% | 48,726 |
| AERCAP HOLDINGS NV | $1.5M | 0.1% | 10,227 |
| PFEPfizer Inc | $1.4M | 0.1% | 49,636 |
| BTIBritish American Tobacco plc | $1.4M | 0.1% | 25,626 |
| IWMiShares Russell 2000 Index Fund | $1.4M | 0.1% | 4,993 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $1.3M | 0.1% | 28,757 |
| XLKState Street Technology Select Sector SPDR ETF | $1.3M | 0.1% | 6,523 |
| ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund | $1.3M | 0.1% | 84,516 |
| MRKMerck & Co Inc | $1.3M | 0.1% | 8,660 |
| CHUBB LIMITED | $1.2M | 0.0% | 3,773 |
| ETEnergy Transfer LP | $1.2M | 0.0% | 61,445 |
| ABTAbbott Laboratories | $1.2M | 0.0% | 11,958 |
| DISWalt Disney Co | $1.2M | 0.0% | 11,089 |
| CVXChevron Corp | $1.2M | 0.0% | 5,690 |
| GSGoldman Sachs Group Inc | $1.2M | 0.0% | 1,278 |
| EQIXEquinix Inc | $1.1M | 0.0% | 1,133 |
| FAFFirst American Financial Corp | $1.1M | 0.0% | 18,827 |
| DDDupont De Nemours Inc | $1.1M | 0.0% | 8,731 |
| EMREmerson Electric Co | $1M | 0.0% | 6,703 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $1M | 0.0% | 13,256 |
| DHID.R. Horton Inc | $1M | 0.0% | 7,555 |
| MCDMcDonald's Corp | $998.4K | 0.0% | 4,323 |
| IDXXIDEXX Laboratories Inc | $991.1K | 0.0% | 1,898 |
| CSCOCisco Systems Inc | $971K | 0.0% | 9,022 |
| INVESCO EXCH TRADED FD TR II | $961.6K | 0.0% | 17,103 |
| INVESCO EXCH TRADED FD TR II | $947.4K | 0.0% | 7,362 |
| CLColgate-Palmolive Co | $929.5K | 0.0% | 10,894 |
| VCSHVanguard Short-Term Corporate Bond ETF | $919.5K | 0.0% | 11,903 |
| TSLATesla Inc | $915.9K | 0.0% | 2,582 |
| ORCLOracle Corp | $912.4K | 0.0% | 6,645 |
| WFCWells Fargo & Co | $907.8K | 0.0% | 11,340 |
| VWOVanguard FTSE Emerging Markets ETF | $889.4K | 0.0% | 14,996 |
| VIGVanguard Div Appreciation ETF | $876.7K | 0.0% | 3,758 |
| SMHVanEck Semiconductor ETF | $863K | 0.0% | 1,417 |
| MSMorgan Stanley | $856.7K | 0.0% | 4,555 |
| IWRiShares Russell Mid-Cap ETF | $849.7K | 0.0% | 7,963 |
| PSXPhillips 66 | $834.1K | 0.0% | 3,267 |
| APDAir Products and Chemicals Inc | $828K | 0.0% | 2,976 |
| VHTVanguard Health Care ETF | $817.8K | 0.0% | 2,587 |
| CORCencora Inc | $810.4K | 0.0% | 2,699 |
| BLKBlackRock Inc | $789.5K | 0.0% | 746 |
| BMYBristol-Myers Squibb Co | $786.4K | 0.0% | 12,602 |
| NVRNVR Inc | $775.5K | 0.0% | 126 |
| APOApollo Global Management Inc | $760K | 0.0% | 6,548 |
| WECWEC Energy Group Inc | $754.4K | 0.0% | 7,486 |
| XLEState Street Energy Select Sector SPDR ETF | $746.4K | 0.0% | 12,137 |
| PFGPrincipal Financial Group Inc | $737.9K | 0.0% | 6,591 |
| WELLWelltower Inc | $736.8K | 0.0% | 3,200 |
| DOWDow Inc | $729K | 0.0% | 26,469 |
| IWBiShares Russell 1000 ETF | $721.2K | 0.0% | 1,733 |
| GEGeneral Electric Co | $701.7K | 0.0% | 2,247 |
| PEPPepsiCo Inc | $679K | 0.0% | 5,358 |
| PACER FDS TR | $675.1K | 0.0% | 13,817 |
| JAVAJPMorgan Active Value ETF | $667.4K | 0.0% | 8,372 |
| SHYiShares 1-3 Year Treasury Bond ETF | $667.3K | 0.0% | 8,218 |
| SCHVSchwab U.S. Large-Cap Value ETF | $644.5K | 0.0% | 19,350 |
| SCHDSchwab US Dividend Equity ETF | $643.9K | 0.0% | 19,794 |
| IEFiShares 7-10 Year Treasury Bond ETF | $638.1K | 0.0% | 7,145 |
| INTCIntel Corp | $630.5K | 0.0% | 5,244 |
| WMBWilliams Companies Inc | $630.4K | 0.0% | 9,275 |
| CMICummins Inc | $619.9K | 0.0% | 1,200 |
| PMPhilip Morris International Inc | $617.7K | 0.0% | 3,237 |
| NEXTNAV INC | $616.5K | 0.0% | 42,875 |
| PWRQuanta Services Inc | $605.2K | 0.0% | 942 |
| VBVanguard Small-Cap ETF | $604.8K | 0.0% | 2,126 |
| SNDKSandisk Corp | $589.8K | 0.0% | 339 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $585.3K | 0.0% | 16,290 |
| MUBiShares National Muni Bond ETF | $584.3K | 0.0% | 5,779 |
| VZVerizon Communications Inc | $584K | 0.0% | 12,732 |
| SPGIS&P Global Inc | $583.4K | 0.0% | 1,479 |
| QQQMInvesco NASDAQ 100 ETF | $572.9K | 0.0% | 1,881 |
| VLOValero Energy Corp | $538.4K | 0.0% | 1,389 |
| IBMInternational Business Machines Corp | $528.1K | 0.0% | 2,401 |
| WDCWestern Digital Corp | $525.8K | 0.0% | 1,157 |
| LINDE PLC | $520.2K | 0.0% | 1,096 |
| BACBank of America Corp | $514.4K | 0.0% | 9,451 |
| VXFVanguard Extended Market ETF | $503.8K | 0.0% | 2,175 |
| KKRKKR & Co Inc | $493.4K | 0.0% | 5,404 |
| IEIiShares 3-7 Year Treasury Bond ETF | $489.6K | 0.0% | 4,316 |
| ALLAllstate Corp | $485K | 0.0% | 2,186 |
| IXUSiShares Core MSCI Total International Stock ETF | $483.7K | 0.0% | 5,092 |
| DGROiShares Core Dividend Growth ETF | $471.4K | 0.0% | 6,252 |
| TMOThermo Fisher Scientific Inc | $471.2K | 0.0% | 698 |
| VRTVertiv Holdings Co | $467.1K | 0.0% | 1,936 |
| SBUXStarbucks Corp | $466K | 0.0% | 4,960 |
| NOWServiceNow Inc | $463.1K | 0.0% | 3,456 |
| IWDiShares Russell 1000 Value ETF | $462.9K | 0.0% | 1,867 |
| GREEN BRICK PARTNERS INC | $461.1K | 0.0% | 6,975 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $454.8K | 0.0% | 12,285 |
| IEFAiShares Core MSCI EAFE ETF | $451.1K | 0.0% | 4,656 |
| VGTVanguard Information Tech ETF | $450.4K | 0.0% | 3,584 |
| TROWT Rowe Price Group Inc | $450.1K | 0.0% | 4,326 |
| CCitigroup Inc | $449.8K | 0.0% | 3,474 |
| GILDGilead Sciences, Inc | $438.7K | 0.0% | 2,943 |
| SHOPShopify Inc | $438.2K | 0.0% | 2,955 |
| MDLZMondelez International Inc | $437.8K | 0.0% | 7,572 |
| XARSPDR S&P Aerospace & Defense ETF | $435.9K | 0.0% | 1,885 |
| LRCXLam Research Corp | $428K | 0.0% | 1,303 |
| TGTTarget Corp | $423.7K | 0.0% | 2,704 |
| PRFInvesco FTSE RAFI US 1000 ETF | $421.3K | 0.0% | 7,740 |
| FERRARI N V | $419.2K | 0.0% | 1,067 |
| HSYHershey Co | $417K | 0.0% | 2,646 |
| SDYState Street SPDR S&P Dividend ETF | $414.5K | 0.0% | 2,830 |
| DVYISHARES TR | $406.2K | 0.0% | 2,671 |
| TE CONNECTIVITY PLC | $403K | 0.0% | 1,909 |
| CPCanadian Pacific Kansas City Ltd | $399.3K | 0.0% | 4,692 |
| NFLXNetflix Inc | $398K | 0.0% | 5,720 |
| LMTLockheed Martin Corp | $394.9K | 0.0% | 775 |
| HONHoneywell International Inc | $393.8K | 0.0% | 1,867 |
| STIPiShares 0-5 Year TIPS Bond ETF | $390.8K | 0.0% | 3,920 |
| AJGArthur J. Gallagher & Co. | $389.6K | 0.0% | 1,708 |
| MRVLMarvell Technology Inc | $389.3K | 0.0% | 1,473 |
| PIPER SANDLER COMPANIES | $387.6K | 0.0% | 5,876 |
| GWWWW Grainger Inc | $381.5K | 0.0% | 306 |
| ESGVVanguard ESG U.S. Stock ETF | $379.5K | 0.0% | 2,800 |
| SGOViShares 0-3 Month Treasury Bond ETF | $378.3K | 0.0% | 3,757 |
| EFAiShares MSCI EAFE ETF | $377K | 0.0% | 3,629 |
| SNPSSynopsys Inc | $375.8K | 0.0% | 864 |
| SRESempra | $375.8K | 0.0% | 4,820 |
| NSCNorfolk Southern Corp | $372.3K | 0.0% | 1,205 |
| KEYSKeysight Technologies Inc | $364K | 0.0% | 1,000 |
| MADISON SQUARE GRDN SPRT COR | $363.5K | 0.0% | 897 |
| SCHCSchwab International Small-Cap Equity ETF | $359.7K | 0.0% | 7,231 |
| FIVEFive Below Inc | $355.7K | 0.0% | 1,620 |
| WESWestern Midstream Partners LP | $355K | 0.0% | 8,000 |
| SPGPINVESCO EXCHANGE TRADED FD T | $353K | 0.0% | 2,971 |
| USMViShares MSCI USA Min Vol Factor ETF | $349.2K | 0.0% | 3,583 |
| IJHiShares Core S&P Mid-Cap ETF | $348.9K | 0.0% | 4,849 |
| MOAltria Group Inc | $348.2K | 0.0% | 5,171 |
| AAgilent Technologies Inc | $346.3K | 0.0% | 2,010 |
| GEVGE Vernova Inc | $345.2K | 0.0% | 363 |
| NEENextera Energy Inc | $343.4K | 0.0% | 4,534 |
| IGSBISHARES TR | $342.3K | 0.0% | 6,682 |
| ACCENTURE PLC IRELAND | $340.7K | 0.0% | 1,858 |
| ICEIntercontinental Exchange Inc | $336.6K | 0.0% | 2,214 |
| DOCUDocuSign Inc | $335.8K | 0.0% | 5,000 |
| MUMicron Technology Inc | $330.2K | 0.0% | 310 |
| GDGeneral Dynamics Corp | $330.2K | 0.0% | 995 |
| CICigna Group | $329.5K | 0.0% | 1,212 |
| BROADSTONE NET LEASE INC | $325.4K | 0.0% | 17,589 |
| XELXcel Energy Inc | $325.1K | 0.0% | 4,613 |
| KMIKinder Morgan Inc | $323.6K | 0.0% | 10,734 |
| HONAHoneywell Aerospace Inc | $322K | 0.0% | 2,078 |
| ICLNiShares Global Clean Energy ETF | $321.6K | 0.0% | 18,920 |
| WISDOMTREE TR | $319.4K | 0.0% | 3,286 |
| FNVFranco-Nevada Corp | $316.7K | 0.0% | 1,330 |
| TRVTravelers Companies Inc | $316.2K | 0.0% | 887 |
| DLRDigital Realty Trust Inc | $311.6K | 0.0% | 1,775 |
| ANETArista Networks Inc | $310.5K | 0.0% | 1,525 |
| OKEONEOK Inc | $307.7K | 0.0% | 3,608 |
| XLFState Street Financial Select Sector SPDR ETF | $307.3K | 0.0% | 5,754 |
| ADBEAdobe Inc | $304.7K | 0.0% | 1,270 |
| SLViShares Silver Trust | $303.2K | 0.0% | 5,562 |
| GMGeneral Motors Co | $302.3K | 0.0% | 3,926 |
| PGRProgressive Corp | $301K | 0.0% | 1,452 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $298.5K | 0.0% | 587 |
| ROUNDHILL ETF TRUST | $297.8K | 0.0% | 4,934 |
| EFViShares MSCI EAFE Value ETF | $297.6K | 0.0% | 3,761 |
| SCHASchwab U.S. Small-Cap ETF | $297.2K | 0.0% | 9,108 |
| AMLPAlerian MLP ETF | $297K | 0.0% | 5,726 |
| SCHWCharles Schwab Corp | $296.3K | 0.0% | 3,032 |
| JMBSJANUS DETROIT STR TR | $295.8K | 0.0% | 7,000 |
| NUENucor Corp | $292.2K | 0.0% | 1,250 |
| ARMArm Holdings PLC | $290.5K | 0.0% | 1,003 |
| MEDTRONIC PLC | $289.8K | 0.0% | 3,359 |
| ADMArcher-Daniels-Midland Co | $288.7K | 0.0% | 3,637 |
| AWKAmerican Water Works Co Inc | $285.4K | 0.0% | 2,204 |
| SCHBSchwab U.S. Broad Market ETF | $281.4K | 0.0% | 9,600 |
| QCOMQualcomm Inc | $261.3K | 0.0% | 1,420 |
| FTECFIDELITY COVINGTON TRUST | $259.9K | 0.0% | 866 |
| VOVanguard Mid-Cap ETF | $259.7K | 0.0% | 3,312 |
| ITWIllinois Tool Works Inc | $257.2K | 0.0% | 1,000 |
| BNDVanguard Total Bond Market ETF | $252.1K | 0.0% | 3,594 |
| IEMGiShares Core MSCI Emerging Markets ETF | $251.4K | 0.0% | 3,097 |
| CBRECBRE Group Inc | $243.1K | 0.0% | 1,892 |
| PAAPlains All American Pipeline LP | $237.2K | 0.0% | 10,000 |
| VBRVanguard Small-Cap Value ETF | $236.6K | 0.0% | 1,024 |
| BXBlackstone Inc | $236.2K | 0.0% | 2,108 |
| MTHMeritage Homes Corp | $232.9K | 0.0% | 3,705 |
| VBKVanguard Small-Cap Growth ETF | $227.2K | 0.0% | 673 |
| KMBKimberly-Clark Corp | $226.4K | 0.0% | 2,324 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $226.4K | 0.0% | 2,080 |
| BANK OF NY MELLON CORP | $225.8K | 0.0% | 1,561 |
| SPHYState Street SPDR Portfolio High Yield Bond ETF | $221.3K | 0.0% | 9,795 |
| BLDRBuilders FirstSource Inc | $219.1K | 0.0% | 3,844 |
| UNITED STS COMMODITY INDEX F | $218.6K | 0.0% | 5,496 |
| VOEVanguard Mid-Cap Value ETF | $218.5K | 0.0% | 1,118 |
| DOVDover Corp | $218.5K | 0.0% | 1,168 |
| NLYAnnaly Capital Management Inc | $217K | 0.0% | 11,489 |
| AGGiShares Core U.S. Aggregate Bond ETF | $216.5K | 0.0% | 2,290 |
| PLTRPalantir Technologies Inc | $211.7K | 0.0% | 1,132 |
| BANK OF AMER CORP | $210K | 0.0% | 172 |
| ETREntergy Corp | $205.3K | 0.0% | 2,068 |
| MMM3M Co | $203.9K | 0.0% | 1,242 |
| YUMYum! Brands Inc | $203.1K | 0.0% | 1,490 |
| SJMJ.M. Smucker Co | $202.1K | 0.0% | 1,700 |
| IWOiShares Russell 2000 Growth Fund | $200.9K | 0.0% | 563 |
| NOVOCURE LTD | $200.4K | 0.0% | 12,564 |
| NTRSNorthern Trust Corp | $200.4K | 0.0% | 1,183 |
| NEXTNAV INCcall | $66.4K | 0.0% | 49,500 |
| PLUGPlug Power Inc | $58.2K | 0.0% | 30,000 |
| LUCID DIAGNOSTICS INC | $9.8K | 0.0% | 13,000 |
| USBUS Bancorpput — a bet against | $7.6K | 0.0% | 7,300 |
| EMPIRE ST RLTY OP L P | $7.6K | 0.0% | 10,738 |
Quarter ending 2026-09-30.
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