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Sigma Planning Corp Portfolio
$3.5B 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
+13.0%
-1.5% a year vs the S&P 500
3 years
+18.2%
-3.0% a year vs the S&P 500
5 years
+8.9%
-3.3% a year vs the S&P 500
Quarters ahead
3 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.8% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.7% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.9% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.8% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.2% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.6% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.9% | +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 |
|---|---|---|---|
| IVViShares Core S&P 500 ETF | $216.1M | 6.2% | 282,527 |
| AAPLApple Inc | $191.5M | 5.5% | 577,538 |
| NVDANVIDIA Corp | $123.7M | 3.6% | 545,615 |
| QQQInvesco QQQ Trust, Series 1 | $79.1M | 2.3% | 107,254 |
| AMZNAmazon.com Inc | $71.3M | 2.1% | 288,642 |
| MSFTMicrosoft Corp | $66.4M | 1.9% | 129,473 |
| IVWiShares S&P 500 Growth ETF | $58.3M | 1.7% | 409,681 |
| SPYState Street SPDR S&P 500 ETF Trust | $58.2M | 1.7% | 76,691 |
| DGROiShares Core Dividend Growth ETF | $54.7M | 1.6% | 726,068 |
| VOOVanguard S&P 500 ETF | $47M | 1.4% | 67,143 |
| GOOGAlphabet Inc | $46.5M | 1.3% | 136,842 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $36.3M | 1.0% | 354,906 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $35.3M | 1.0% | 983,084 |
| GOOGLAlphabet Inc | $28.9M | 0.8% | 85,126 |
| SCHDSchwab US Dividend Equity ETF | $28.8M | 0.8% | 886,532 |
| SHYiShares 1-3 Year Treasury Bond ETF | $27.3M | 0.8% | 335,881 |
| MUMicron Technology Inc | $26.6M | 0.8% | 25,928 |
| VTIVanguard Total Stock Market ETF | $24.9M | 0.7% | 66,650 |
| METAMeta Platforms Inc | $24.2M | 0.7% | 33,356 |
| CRWDCrowdStrike Holdings Inc | $22.6M | 0.7% | 83,793 |
| CGDVCapital Group Dividend Value ETF | $22.2M | 0.6% | 458,774 |
| AVGOBroadcom Inc | $22.1M | 0.6% | 62,893 |
| AMDAdvanced Micro Devices Inc | $22M | 0.6% | 36,586 |
| IVEiShares S&P 500 Value ETF | $21.5M | 0.6% | 94,483 |
| BRK.BBerkshire Hathaway Inc | $21.2M | 0.6% | 42,542 |
| IJHiShares Core S&P Mid-Cap ETF | $20M | 0.6% | 278,055 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $19.4M | 0.6% | 248,120 |
| CATCaterpillar Inc | $19.2M | 0.6% | 23,784 |
| JPMJPMorgan Chase & Co | $18M | 0.5% | 54,493 |
| PLTRPalantir Technologies Inc | $17.9M | 0.5% | 95,826 |
| JNJJohnson & Johnson | $17.5M | 0.5% | 66,705 |
| XLKState Street Technology Select Sector SPDR ETF | $17M | 0.5% | 86,004 |
| LLYEli Lilly and Co | $16.9M | 0.5% | 14,644 |
| FLOTiShares Floating Rate Bond ETF | $16.4M | 0.5% | 321,834 |
| IDViShares International Select Dividend ETF | $16.4M | 0.5% | 387,579 |
| CVXChevron Corp | $15.9M | 0.5% | 81,794 |
| SCHXSchwab U.S. Large-Cap ETF | $15.4M | 0.4% | 514,617 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $15.3M | 0.4% | 196,143 |
| TSLATesla Inc | $14.8M | 0.4% | 41,649 |
| IJRiShares Core S&P Small-Cap ETF | $14.8M | 0.4% | 109,031 |
| GLDSPDR Gold Shares | $14.7M | 0.4% | 38,698 |
| VGTVanguard Information Tech ETF | $14.5M | 0.4% | 103,123 |
| VBVanguard Small-Cap ETF | $14.3M | 0.4% | 50,457 |
| ABBVAbbVie Inc | $14.3M | 0.4% | 54,707 |
| IGSBISHARES TR | $13.9M | 0.4% | 270,533 |
| VTVVanguard Value ETF | $13.5M | 0.4% | 63,096 |
| SMHVanEck Semiconductor ETF | $13.5M | 0.4% | 22,138 |
| COSTCostco Wholesale Corp | $13.4M | 0.4% | 14,668 |
| SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | $12.9M | 0.4% | 318,763 |
| COWZPacer US Cash Cows 100 ETF | $12.8M | 0.4% | 194,160 |
| XOMExxonmobil Holdings Corp | $12.8M | 0.4% | 78,456 |
| IMCGiShares Morningstar Mid-Cap Growth ETF | $12.6M | 0.4% | 134,602 |
| BUFRFT Vest Laddered Buffer ETF | $12.6M | 0.4% | 336,406 |
| RSPInvesco S&P 500 Equal Weight ETF | $12.3M | 0.4% | 59,140 |
| VVisa Inc | $12.2M | 0.4% | 34,140 |
| WMTWalmart Inc | $11.9M | 0.3% | 114,370 |
| IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF | $11.8M | 0.3% | 233,745 |
| VOVanguard Mid-Cap ETF | $11.6M | 0.3% | 146,443 |
| IUSViShares Core S&P U.S. Value ETF | $11.3M | 0.3% | 102,755 |
| BIVVanguard Intermediate-Term Bond ETF | $11.2M | 0.3% | 154,084 |
| QQQMInvesco NASDAQ 100 ETF | $11M | 0.3% | 36,056 |
| USIGiShares Broad USD Investment Grade Corporate Bond ETF | $10.9M | 0.3% | 223,818 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $10.6M | 0.3% | 153,024 |
| VEAVanguard FTSE Developed Markets ETF | $10.5M | 0.3% | 149,964 |
| AVUVAvantis U.S. Small Cap Value ETF | $9.8M | 0.3% | 82,904 |
| IBMInternational Business Machines Corp | $9.6M | 0.3% | 41,365 |
| VUGVanguard Growth ETF | $9.6M | 0.3% | 99,694 |
| QUALiShares MSCI USA Quality Factor ETF | $9.6M | 0.3% | 43,095 |
| HDHome Depot Inc | $9.5M | 0.3% | 33,089 |
| FBCGFidelity Blue Chip Growth ETF | $9.4M | 0.3% | 149,052 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $9.4M | 0.3% | 90,786 |
| VIGVanguard Div Appreciation ETF | $9.3M | 0.3% | 40,011 |
| XLEState Street Energy Select Sector SPDR ETF | $9.2M | 0.3% | 149,912 |
| FTECFIDELITY COVINGTON TRUST | $9.1M | 0.3% | 30,473 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $8.9M | 0.3% | 19,836 |
| CGGRCapital Group Growth ETF | $8.7M | 0.3% | 184,844 |
| INNOVATOR ETFS TRUST | $8.6M | 0.2% | 249,939 |
| IXCiShares Global Energy ETF | $8.5M | 0.2% | 149,833 |
| VCSHVanguard Short-Term Corporate Bond ETF | $8.5M | 0.2% | 110,152 |
| NEENextera Energy Inc | $8.5M | 0.2% | 112,099 |
| JEPIJPMorgan Equity Premium Income ETF | $8.4M | 0.2% | 149,812 |
| VZVerizon Communications Inc | $8.4M | 0.2% | 183,699 |
| PGProcter & Gamble Co | $8.4M | 0.2% | 57,809 |
| FNDBSchwab Fundamental U.S. Broad Market ETF | $8.4M | 0.2% | 274,441 |
| PACER FDS TR | $8.4M | 0.2% | 238,073 |
| IJTiShares S&P SmallCap 600 Growth ETF | $8.2M | 0.2% | 51,321 |
| IOOiShares Global 100 ETF | $8.2M | 0.2% | 56,771 |
| INNOVATOR ETFS TRUST | $8.1M | 0.2% | 233,128 |
| IEFAiShares Core MSCI EAFE ETF | $8M | 0.2% | 83,019 |
| TIDAL TRUST II | $8M | 0.2% | 189,029 |
| FIRST TR EXCHANGE-TRADED FD | $8M | 0.2% | 404,542 |
| VYMVanguard High Dividend Yield ETF | $8M | 0.2% | 51,384 |
| SPMOInvesco S&P 500 Momentum ETF | $8M | 0.2% | 52,554 |
| AMGNAmgen Inc | $7.9M | 0.2% | 18,816 |
| HDViShares Core High Dividend ETF | $7.9M | 0.2% | 280,978 |
| USHYiShares Broad USD High Yield Corporate Bond ETF | $7.8M | 0.2% | 219,714 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $7.8M | 0.2% | 46,931 |
| SLViShares Silver Trust | $7.8M | 0.2% | 143,566 |
| XLIState Street Industrial Select Sector SPDR ETF | $7.7M | 0.2% | 46,290 |
| GSGoldman Sachs Group Inc | $7.7M | 0.2% | 8,567 |
| WMWaste Management Inc | $7.7M | 0.2% | 37,723 |
| MOATVanEck Morningstar Wide Moat ETF | $7.7M | 0.2% | 72,629 |
| PVALPutnam Focused Large Cap Value ETF | $7.6M | 0.2% | 144,674 |
| XLVState Street Health Care Select Sector SPDR ETF | $7.4M | 0.2% | 44,314 |
| FBNDFidelity Total Bond ETF | $7.4M | 0.2% | 171,894 |
| XLUState Street Utilities Select Sector SPDR ETF | $7.4M | 0.2% | 188,096 |
| PANWPalo Alto Networks Inc | $7.4M | 0.2% | 18,952 |
| SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF | $7.4M | 0.2% | 228,064 |
| BACBank of America Corp | $7.4M | 0.2% | 136,123 |
| MGKVanguard Mega Cap Growth ETF | $7.3M | 0.2% | 79,114 |
| AIRRFirst Trust RBA American Industrial Renaissance ETF | $7.3M | 0.2% | 70,987 |
| IJSiShares S&P SmallCap 600 Value ETF | $7.3M | 0.2% | 57,119 |
| USMViShares MSCI USA Min Vol Factor ETF | $7.3M | 0.2% | 75,073 |
| TIDAL TRUST II | $7.3M | 0.2% | 204,572 |
| AGGiShares Core U.S. Aggregate Bond ETF | $7M | 0.2% | 74,183 |
| CGBLCapital Group Core Balanced ETF | $6.9M | 0.2% | 188,565 |
| FDLFirst Trust Morningstar ETF | $6.9M | 0.2% | 140,991 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $6.9M | 0.2% | 68,178 |
| IYWiShares U.S. Technology ETF | $6.8M | 0.2% | 26,049 |
| NORTHERN LIGHTS FD TR | $6.6M | 0.2% | 211,407 |
| KOCoca-Cola Co | $6.6M | 0.2% | 76,623 |
| CAPITAL GROUP INTERNATIONAL | $6.5M | 0.2% | 181,162 |
| TDIVFirst Trust NASDAQ Technology Dividend Index Fund | $6.5M | 0.2% | 57,564 |
| PACER FDS TR | $6.4M | 0.2% | 233,330 |
| VXUSVanguard Total International Stock ETF | $6.4M | 0.2% | 75,298 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $6.4M | 0.2% | 81,474 |
| LAZARD ACTIVE ETF TR | $6.3M | 0.2% | 180,893 |
| MANAGED PORTFOLIO SER | $6.3M | 0.2% | 244,859 |
| ONEQFidelity Nasdaq Composite Index ETF | $6.3M | 0.2% | 59,660 |
| DELLDell Technologies Inc | $6.2M | 0.2% | 11,626 |
| IGViShares Expanded Tech-Software Sector ETF | $6.2M | 0.2% | 58,255 |
| MOAltria Group Inc | $6.1M | 0.2% | 91,022 |
| VBRVanguard Small-Cap Value ETF | $6M | 0.2% | 26,230 |
| MSMorgan Stanley | $6M | 0.2% | 32,065 |
| MRKMerck & Co Inc | $6M | 0.2% | 41,199 |
| EA SERIES TRUST | $5.8M | 0.2% | 136,141 |
| GEVGE Vernova Inc | $5.8M | 0.2% | 6,113 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $5.8M | 0.2% | 11,409 |
| BLACKROCK ETF TRUST | $5.8M | 0.2% | 139,417 |
| VWOVanguard FTSE Emerging Markets ETF | $5.8M | 0.2% | 97,201 |
| VOOGVanguard S&P 500 Growth ETF | $5.8M | 0.2% | 59,054 |
| IWPiShares Russell Midcap Growth ETF | $5.7M | 0.2% | 41,636 |
| DTEDTE Energy Co | $5.7M | 0.2% | 46,780 |
| GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $5.7M | 0.2% | 32,180 |
| XLFState Street Financial Select Sector SPDR ETF | $5.7M | 0.2% | 106,304 |
| SCHZSchwab US Aggregate Bond ETF | $5.6M | 0.2% | 255,521 |
| INVESCO EXCH TRADED FD TR II | $5.6M | 0.2% | 92,197 |
| NFLXNetflix Inc | $5.5M | 0.2% | 79,239 |
| DEDeere & Co | $5.5M | 0.2% | 8,161 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $5.5M | 0.2% | 89,297 |
| XMMOInvesco S&P MidCap Momentum ETF | $5.5M | 0.2% | 37,205 |
| LRCXLam Research Corp | $5.4M | 0.2% | 16,547 |
| PEPPepsiCo Inc | $5.4M | 0.2% | 42,382 |
| PFEPfizer Inc | $5.4M | 0.2% | 188,239 |
| EATON CORP PLC | $5.3M | 0.2% | 12,396 |
| BMYBristol-Myers Squibb Co | $5.3M | 0.2% | 85,287 |
| INTCIntel Corp | $5.3M | 0.2% | 44,855 |
| ICSHISHARES TR | $5.3M | 0.2% | 105,284 |
| ETF SER SOLUTIONS | $5.3M | 0.2% | 120,534 |
| IEMGiShares Core MSCI Emerging Markets ETF | $5.3M | 0.2% | 65,325 |
| CSCOCisco Systems Inc | $5.3M | 0.2% | 49,662 |
| WISDOMTREE TR | $5.2M | 0.2% | 53,936 |
| SPCXSpace Exploration Technologies Corp | $5.2M | 0.2% | 34,670 |
| AMATApplied Materials Inc | $5.2M | 0.1% | 10,114 |
| BABoeing Co | $5.2M | 0.1% | 27,762 |
| BSVVanguard Short-Term Bond ETF | $5.1M | 0.1% | 67,175 |
| IWMiShares Russell 2000 Index Fund | $5.1M | 0.1% | 18,338 |
| ITAiShares U.S. Aerospace & Defense ETF | $5M | 0.1% | 24,355 |
| LSTLeuthold Select Industries ETF | $5M | 0.1% | 107,505 |
| IWFiShares Russell 1000 Growth ETF | $4.9M | 0.1% | 38,874 |
| VDCVanguard Consumer Staples ETF | $4.8M | 0.1% | 22,201 |
| SPHQInvesco S&P 500 Quality ETF | $4.8M | 0.1% | 57,533 |
| MAMastercard Inc | $4.8M | 0.1% | 8,762 |
| VGSHVanguard Short-Term Treasury ETF | $4.8M | 0.1% | 83,545 |
| VAWVanguard Materials ETF | $4.8M | 0.1% | 22,046 |
| HEFAiShares Currency Hedged MSCI EAFE ETF | $4.7M | 0.1% | 102,355 |
| MTUMiShares MSCI USA Momentum Factor ETF | $4.7M | 0.1% | 15,155 |
| FIWFirst Trust Water ETF | $4.7M | 0.1% | 45,121 |
| TCAFT. Rowe Price Capital Appreciation Equity ETF | $4.6M | 0.1% | 108,785 |
| INNOVATOR ETFS TRUST | $4.6M | 0.1% | 169,523 |
| DUKDuke Energy Corp | $4.6M | 0.1% | 39,944 |
| ASML HLDG NV | $4.5M | 0.1% | 2,533 |
| UNHUnitedHealth Group Inc | $4.5M | 0.1% | 12,262 |
| KHCKraft Heinz Co | $4.4M | 0.1% | 195,330 |
| GISGeneral Mills Inc | $4.4M | 0.1% | 137,808 |
| NEARiShares Short Duration Bond Active ETF | $4.4M | 0.1% | 88,351 |
| AVDVAvantis International Small Cap Value ETF | $4.3M | 0.1% | 39,543 |
| BUFDFT Vest Laddered Deep Buffer ETF | $4.3M | 0.1% | 141,905 |
| VNQVanguard Real Estate ETF | $4.3M | 0.1% | 47,568 |
| PULSPGIM Ultra Short Bond ETF | $4.3M | 0.1% | 86,167 |
| RTXRTX Corp | $4.2M | 0.1% | 22,481 |
| FVDFirst Trust VL Dividend | $4.2M | 0.1% | 88,761 |
| AXPAmerican Express Co | $4.1M | 0.1% | 13,521 |
| LOWLowe's Companies Inc | $4M | 0.1% | 20,681 |
| IDEViShares Core MSCI International Developed Markets ETF | $4M | 0.1% | 44,500 |
| VHTVanguard Health Care ETF | $4M | 0.1% | 13,399 |
| WFCWells Fargo & Co | $4M | 0.1% | 49,357 |
| ORCLOracle Corp | $3.9M | 0.1% | 27,431 |
| MCDMcDonald's Corp | $3.9M | 0.1% | 16,758 |
| NOWServiceNow Inc | $3.8M | 0.1% | 28,692 |
| GEGeneral Electric Co | $3.8M | 0.1% | 12,323 |
| AMLPAlerian MLP ETF | $3.8M | 0.1% | 73,976 |
| FTSMFirst Trust Enhanced Short Maturity ETF | $3.8M | 0.1% | 64,235 |
| FIRST TR EXCHANGE-TRADED FD | $3.8M | 0.1% | 40,633 |
| IQLTiShares MSCI Intl Quality Factor ETF | $3.8M | 0.1% | 76,609 |
| IWSiShares Russell Mid-cap Value ETF | $3.8M | 0.1% | 23,528 |
| VONEVANGUARD SCOTTSDALE FDS | $3.8M | 0.1% | 10,963 |
| SNTHMRP SynthEquity ETF | $3.7M | 0.1% | 126,779 |
| JBNDJPMorgan Active Bond ETF | $3.7M | 0.1% | 73,022 |
| VEUVanguard FTSE All World Ex US ETF | $3.7M | 0.1% | 44,880 |
| IWRiShares Russell Mid-Cap ETF | $3.7M | 0.1% | 34,716 |
| VOEVanguard Mid-Cap Value ETF | $3.7M | 0.1% | 18,811 |
| ANETArista Networks Inc | $3.6M | 0.1% | 17,796 |
| TXNTexas Instruments Inc | $3.6M | 0.1% | 12,794 |
| ORealty Income Corp | $3.6M | 0.1% | 65,690 |
| TIPiShares TIPS Bond ETF | $3.6M | 0.1% | 34,266 |
| LMTLockheed Martin Corp | $3.6M | 0.1% | 6,979 |
| BONDBLOXX ETF TRUST | $3.5M | 0.1% | 70,465 |
| MDYSPDR MidCap Trust Series I | $3.5M | 0.1% | 5,349 |
| HPQHP Inc | $3.5M | 0.1% | 111,036 |
| VANECK ETF TRUST | $3.5M | 0.1% | 124,240 |
| MPCMarathon Petroleum Corp | $3.4M | 0.1% | 8,794 |
| TRVTravelers Companies Inc | $3.4M | 0.1% | 9,590 |
| MUBiShares National Muni Bond ETF | $3.4M | 0.1% | 33,625 |
| CMECME Group Inc | $3.4M | 0.1% | 12,915 |
| FNDFSchwab Fundamental International Equity ETF | $3.4M | 0.1% | 62,942 |
| NORTHERN LTS FD TR II | $3.4M | 0.1% | 139,428 |
| JAAAJanus Henderson AAA CLO ETF | $3.4M | 0.1% | 66,835 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $3.4M | 0.1% | 66,366 |
| UPSUnited Parcel Service Inc | $3.3M | 0.1% | 36,067 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $3.3M | 0.1% | 41,263 |
| QCOMQualcomm Inc | $3.3M | 0.1% | 18,068 |
| JPSTJPMorgan Ultra-Short Income ETF | $3.3M | 0.1% | 65,931 |
| PACER FDS TR | $3.3M | 0.1% | 71,244 |
| SHOPShopify Inc | $3.3M | 0.1% | 22,273 |
| CLSCelestica Inc | $3.3M | 0.1% | 9,092 |
| FIDELITY COVINGTON TRUST | $3.3M | 0.1% | 53,924 |
| ARCCAres Capital Corp | $3.3M | 0.1% | 171,321 |
| BNDVanguard Total Bond Market ETF | $3.3M | 0.1% | 46,415 |
| ISRGIntuitive Surgical Inc | $3.3M | 0.1% | 7,998 |
| NOCNorthrop Grumman Corp | $3.2M | 0.1% | 5,694 |
| UBERUber Technologies Inc | $3.2M | 0.1% | 45,535 |
| BNDXVanguard Total International Bond ETF | $3.2M | 0.1% | 68,141 |
| VONGVanguard Russell 1000 Growth ETF | $3.2M | 0.1% | 24,745 |
| PHParker-Hannifin Corp | $3.2M | 0.1% | 3,331 |
| SOSouthern Co | $3.2M | 0.1% | 38,293 |
| TJXTJX Companies Inc | $3.2M | 0.1% | 23,909 |
| PRUPrudential Financial Inc | $3.2M | 0.1% | 29,901 |
| STIPiShares 0-5 Year TIPS Bond ETF | $3.2M | 0.1% | 31,616 |
| IUSGiShares Core S&P U.S. Growth ETF | $3.1M | 0.1% | 16,246 |
| TAT&T Inc | $3.1M | 0.1% | 128,511 |
| CAHCardinal Health Inc | $3.1M | 0.1% | 14,076 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $3.1M | 0.1% | 63,101 |
| NXTGFIRST TR EXCHANGE-TRADED FD | $3.1M | 0.1% | 20,147 |
| TLTiShares 20+ Year Treasury Bond ETF | $3.1M | 0.1% | 39,791 |
| SPYISHP ETF Trust NEOS S&P 500 High Income ETF | $3.1M | 0.1% | 58,104 |
| FIRST TR EXCHNG TRADED FD VI | $3.1M | 0.1% | 70,339 |
| CREDO TECHNOLOGY GROUP HOLDI | $3.1M | 0.1% | 15,734 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $3.1M | 0.1% | 28,113 |
| SNDKSandisk Corp | $3.1M | 0.1% | 1,756 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $3M | 0.1% | 27,561 |
| CLXClorox Co | $3M | 0.1% | 37,175 |
| CRMSalesforce Inc | $3M | 0.1% | 13,094 |
| BNY MELLON ETF TRUST | $3M | 0.1% | 60,965 |
| PMPhilip Morris International Inc | $2.9M | 0.1% | 15,468 |
| FFord Motor Co | $2.9M | 0.1% | 244,258 |
| ETEnergy Transfer LP | $2.9M | 0.1% | 148,863 |
| JIVEJPMorgan International Value ETF | $2.9M | 0.1% | 30,874 |
| CRCLCircle Internet Group Inc | $2.9M | 0.1% | 35,521 |
| PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $2.9M | 0.1% | 151,103 |
| DVYISHARES TR | $2.9M | 0.1% | 19,243 |
| IUSBiShares Core Total USD Bond Market ETF | $2.9M | 0.1% | 65,573 |
| ADPAutomatic Data Processing Inc | $2.9M | 0.1% | 11,234 |
| COFCapital One Financial Corp | $2.9M | 0.1% | 14,956 |
| QTECFIRST TR EXCHANGE-TRADED FD | $2.9M | 0.1% | 8,712 |
| HONHoneywell International Inc | $2.9M | 0.1% | 13,558 |
| GDXVanEck Gold Miners ETF | $2.9M | 0.1% | 32,799 |
| FSKFS KKR Capital Corp | $2.8M | 0.1% | 258,954 |
| DFATDimensional U.S. Targeted Value ETF | $2.8M | 0.1% | 42,819 |
| FENIFidelity Enhanced International ETF | $2.8M | 0.1% | 70,797 |
| MRVLMarvell Technology Inc | $2.8M | 0.1% | 10,707 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $2.8M | 0.1% | 51,584 |
| VLOValero Energy Corp | $2.8M | 0.1% | 7,171 |
| MMM3M Co | $2.8M | 0.1% | 16,908 |
| FHLCFIDELITY COVINGTON TRUST | $2.8M | 0.1% | 33,894 |
| FCXFreeport-McMoRan Inc | $2.8M | 0.1% | 40,061 |
| MEDTRONIC PLC | $2.7M | 0.1% | 31,570 |
| FIRST TR EXCH TRADED FD III | $2.7M | 0.1% | 35,273 |
| FDNFirst Trust DJ Internet Index Fund | $2.7M | 0.1% | 9,300 |
| FFLGFidelity Fundamental Large Cap Growth ETF | $2.7M | 0.1% | 78,194 |
| LEGG MASON ETF INVT | $2.6M | 0.1% | 63,072 |
| PRFInvesco FTSE RAFI US 1000 ETF | $2.6M | 0.1% | 48,351 |
| FTNTFortinet Inc | $2.6M | 0.1% | 14,689 |
| SHYGiShares 0-5 Year High Yield Corporate Bond ETF | $2.6M | 0.1% | 63,299 |
| XLBMaterials Select Sector SPDR | $2.6M | 0.1% | 53,369 |
| FIRST TR EXCHNG TRADED FD VI | $2.6M | 0.1% | 68,323 |
| FXUFirst Trust Utilities AlphaDEX Fund | $2.6M | 0.1% | 58,992 |
| ISHARES TR | $2.6M | 0.1% | 5,948 |
| XLGInvesco S&P 500 Top 50 ETF | $2.6M | 0.1% | 40,312 |
| VRTVertiv Holdings Co | $2.6M | 0.1% | 10,592 |
| XCEMCOLUMBIA ETF TR II | $2.5M | 0.1% | 49,258 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $2.5M | 0.1% | 27,565 |
| CAPITAL GROUP EQUITY ETF TR | $2.5M | 0.1% | 82,727 |
| GDGeneral Dynamics Corp | $2.5M | 0.1% | 7,569 |
| FIRST TR EXCHANGE-TRADED FD | $2.5M | 0.1% | 123,427 |
| IEFiShares 7-10 Year Treasury Bond ETF | $2.4M | 0.1% | 27,061 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $2.4M | 0.1% | 26,630 |
| INNOVATOR ETFS TRUST | $2.4M | 0.1% | 109,106 |
| TIDAL TRUST II | $2.4M | 0.1% | 119,010 |
| TROWT Rowe Price Group Inc | $2.4M | 0.1% | 22,654 |
| AEPAmerican Electric Power Company Inc | $2.4M | 0.1% | 19,860 |
| VFLOVictoryShares Free Cash Flow ETF | $2.4M | 0.1% | 45,907 |
| INNOVATOR ETFS TRUST | $2.3M | 0.1% | 118,780 |
| SNOWSnowflake Inc | $2.3M | 0.1% | 6,892 |
| SCHFSchwab International Equity ETF | $2.3M | 0.1% | 85,299 |
| SEAGATE TECHNOLOGY HLDNGS PL | $2.3M | 0.1% | 2,532 |
| IGMiShares Expanded Tech Sector ETF | $2.3M | 0.1% | 13,678 |
| CGUSCapital Group Core Equity ETF | $2.3M | 0.1% | 51,930 |
| SKYYFirst Trust Cloud Computing ETF | $2.3M | 0.1% | 14,089 |
| VDEVanguard Energy ETF | $2.3M | 0.1% | 13,808 |
| AMCOR PLC | $2.2M | 0.1% | 53,340 |
| FIRST TR EXCHANGE-TRADED FD | $2.2M | 0.1% | 52,561 |
| CSXCSX Corp | $2.2M | 0.1% | 46,598 |
| ISHARES U S ETF TR | $2.2M | 0.1% | 43,669 |
| SYKStryker Corp | $2.2M | 0.1% | 7,851 |
| CEGConstellation Energy Corp | $2.2M | 0.1% | 8,479 |
| ISHARES TR | $2.1M | 0.1% | 27,214 |
| NETCloudflare Inc | $2.1M | 0.1% | 6,194 |
| FVFirst Trust Dorsey Wright Focus 5 ETF | $2.1M | 0.1% | 29,272 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $2.1M | 0.1% | 83,890 |
| TMOThermo Fisher Scientific Inc | $2.1M | 0.1% | 3,148 |
| CAMBRIA ETF TR | $2.1M | 0.1% | 26,186 |
| PACER FDS TR | $2.1M | 0.1% | 46,029 |
| CAGConagra Brands Inc | $2.1M | 0.1% | 156,258 |
| SBUXStarbucks Corp | $2.1M | 0.1% | 22,260 |
| GLWCorning Inc | $2.1M | 0.1% | 13,516 |
| FIDELITY COVINGTON TRUST | $2.1M | 0.1% | 57,448 |
| TRAVERE THERAPEUTICS INC | $2.1M | 0.1% | 35,090 |
| CCitigroup Inc | $2.1M | 0.1% | 16,014 |
| XBIState Street SPDR S&P Biotech ETF | $2.1M | 0.1% | 13,077 |
| CMSCMS Energy Corp | $2.1M | 0.1% | 32,576 |
| INVESCO EXCH TRD SLF IDX FD | $2.1M | 0.1% | 112,910 |
| SGOViShares 0-3 Month Treasury Bond ETF | $2M | 0.1% | 20,276 |
| BENFranklin Resources Inc | $2M | 0.1% | 63,268 |
| EEMiShares MSCI Emerging Index Fund | $2M | 0.1% | 30,374 |
| VTRVentas Inc | $2M | 0.1% | 23,852 |
| FPEIFIRST TR EXCH TRADED FD III | $2M | 0.1% | 109,771 |
| GILDGilead Sciences, Inc | $2M | 0.1% | 13,596 |
| ENBEnbridge Inc | $2M | 0.1% | 43,401 |
| MSC INCOME FUND INC | $2M | 0.1% | 170,597 |
| IYYISHARES TR | $2M | 0.1% | 10,808 |
| SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF | $2M | 0.1% | 67,295 |
| MAGSRoundhill Magnificent Seven ETF | $2M | 0.1% | 28,065 |
| MUELLER INDS INC | $2M | 0.1% | 32,623 |
| SPGSimon Property Group Inc | $2M | 0.1% | 9,837 |
| PSXPhillips 66 | $2M | 0.1% | 7,870 |
| URIUnited Rentals Inc | $2M | 0.1% | 1,967 |
| ISHARES TR | $2M | 0.1% | 85,752 |
| CLOAiShares AAA CLO Active ETF | $1.9M | 0.1% | 37,555 |
| DIVOAmplify CWP Enhanced Dividend Income ETF | $1.9M | 0.1% | 41,777 |
| FASTFastenal Co | $1.9M | 0.1% | 39,135 |
| WELLWelltower Inc | $1.9M | 0.1% | 8,411 |
| VANGUARD FIXED INCOME SECS F | $1.9M | 0.1% | 26,690 |
| JVALJPMorgan U.S. Value Factor ETF | $1.9M | 0.1% | 33,330 |
| KMBKimberly-Clark Corp | $1.9M | 0.1% | 19,750 |
| RBB FD INC | $1.9M | 0.1% | 38,390 |
| ILMNIllumina Inc | $1.9M | 0.1% | 6,980 |
| OEFiShares S&P 100 Fund | $1.9M | 0.1% | 4,998 |
| FDXFedEx Corp | $1.9M | 0.1% | 6,671 |
| IWOiShares Russell 2000 Growth Fund | $1.9M | 0.1% | 5,294 |
| VRTXVertex Pharmaceuticals Inc | $1.9M | 0.1% | 3,609 |
| EBAYeBay Inc | $1.9M | 0.1% | 17,761 |
| VANECK MERK GOLD ETF | $1.9M | 0.1% | 47,192 |
| IETCiShares U.S. Tech Independence Focused ETF | $1.9M | 0.1% | 16,282 |
| SRLNState Street Blackstone Senior Loan ETF | $1.9M | 0.1% | 45,999 |
| IBBiShares Nasdaq Biotechnology Index Fund | $1.8M | 0.1% | 8,673 |
| GLDMSPDR Gold MiniShares Trust | $1.8M | 0.1% | 22,111 |
| MSTRStrategy Inc | $1.8M | 0.1% | 11,830 |
| COPConocoPhillips | $1.8M | 0.1% | 14,658 |
| FPEFirst Trust Preferred Securities and Income ETF ETF | $1.8M | 0.1% | 105,804 |
| FIRST TR EXCHNG TRADED FD VI | $1.8M | 0.1% | 31,739 |
| VPUVanguard Utilities ETF | $1.8M | 0.1% | 10,385 |
| SOXXiShares Semiconductor ETF | $1.8M | 0.1% | 3,216 |
| VOTVanguard Mid-Cap Growth ETF | $1.8M | 0.1% | 6,040 |
| PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF | $1.8M | 0.1% | 33,725 |
| ROSTRoss Stores Inc | $1.8M | 0.1% | 7,523 |
| QYLDGlobal X NASDAQ 100 Covered Call ETF | $1.8M | 0.1% | 94,543 |
| BLVVanguard Long-Term Bond ETF | $1.8M | 0.1% | 27,803 |
| FIRST TR EXCH TRADED FD III | $1.7M | 0.1% | 36,464 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $1.7M | 0.1% | 17,946 |
| FCFSFirstcash Holdings Inc | $1.7M | 0.0% | 8,184 |
| SKTTanger Inc | $1.7M | 0.0% | 49,923 |
| WMBWilliams Companies Inc | $1.7M | 0.0% | 25,089 |
| DTMDT Midstream Inc | $1.7M | 0.0% | 14,272 |
| EA SERIES TRUST | $1.7M | 0.0% | 24,315 |
| LIQUIDIA CORPORATION | $1.7M | 0.0% | 55,735 |
| DOCHealthpeak Properties Inc | $1.7M | 0.0% | 83,951 |
| AVNET INC | $1.7M | 0.0% | 16,688 |
| KMIKinder Morgan Inc | $1.7M | 0.0% | 54,967 |
| XPOXPO Inc | $1.7M | 0.0% | 9,419 |
| LMBSFirst Trust Low Duration Opportunities ETF | $1.6M | 0.0% | 33,991 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $1.6M | 0.0% | 11,995 |
| FIRST TR EXCHANGE-TRADED FD | $1.6M | 0.0% | 49,634 |
| BXBlackstone Inc | $1.6M | 0.0% | 14,636 |
| EMLPFirst Trust North American Energy Infrastructure Fund | $1.6M | 0.0% | 39,941 |
| CGXUCapital Group International Focus Equity ETF | $1.6M | 0.0% | 48,013 |
| DALDelta Air Lines Inc | $1.6M | 0.0% | 19,580 |
| IXNiShares Global Tech ETF | $1.6M | 0.0% | 11,392 |
| FRTFederal Realty Investment Trust | $1.6M | 0.0% | 15,077 |
| LYONDELLBASELL INDUSTRIES NV | $1.6M | 0.0% | 28,393 |
| CAPITAL GRP FIXED INCM ETF T | $1.6M | 0.0% | 65,472 |
| ATI INC | $1.6M | 0.0% | 8,565 |
| SLQDISHARES TR | $1.6M | 0.0% | 32,752 |
| ARWArrow Electronics Inc | $1.6M | 0.0% | 7,127 |
| FIRST TR EXCHNG TRADED FD VI | $1.6M | 0.0% | 26,403 |
| WTVWisdomTree U.S. Value Fund | $1.6M | 0.0% | 15,642 |
| EFViShares MSCI EAFE Value ETF | $1.6M | 0.0% | 20,419 |
| ILDRFirst Trust Innovation Leaders ETF | $1.6M | 0.0% | 40,400 |
| RIORio Tinto PLC | $1.6M | 0.0% | 16,940 |
| XSMOInvesco S&P SmallCap Momentum ETF | $1.6M | 0.0% | 19,533 |
| CPAYCorpay Inc | $1.6M | 0.0% | 4,066 |
| FEFirstEnergy Corp | $1.6M | 0.0% | 36,449 |
| SHELShell PLC | $1.6M | 0.0% | 17,121 |
| PENNANT GROUP INC | $1.6M | 0.0% | 40,330 |
| BUFZFT Vest Laddered Moderate Buffer ETF | $1.6M | 0.0% | 55,637 |
| FIRST TR EXCHANGE-TRADED FD | $1.6M | 0.0% | 56,160 |
| XONEBONDBLOXX ETF TRUST | $1.6M | 0.0% | 31,803 |
| ILCGiShares Morningstar Large-Cap Growth ETF | $1.6M | 0.0% | 13,377 |
| MGVVanguard Mega Cap Value ETF | $1.6M | 0.0% | 9,671 |
| INVESCO EXCH TRADED FD TR II | $1.5M | 0.0% | 27,564 |
| PCARPaccar Inc | $1.5M | 0.0% | 14,089 |
| REAVES UTIL INCOME FD | $1.5M | 0.0% | 44,947 |
| ROKRockwell Automation Inc | $1.5M | 0.0% | 3,535 |
| EFGiShares MSCI EAFE Growth ETF | $1.5M | 0.0% | 12,873 |
| INTERDIGITAL INC | $1.5M | 0.0% | 4,685 |
| FIRST TR EXCHANGE TRADED FD | $1.5M | 0.0% | 68,919 |
| PEAPACK-GLADSTONE FINL CORP | $1.5M | 0.0% | 35,000 |
| VICIVICI Properties Inc | $1.5M | 0.0% | 66,395 |
| BLACKROCK ETF TRUST | $1.5M | 0.0% | 50,841 |
| UNPUnion Pacific Corp | $1.5M | 0.0% | 5,560 |
| KINIKSA PHARMACEUTICALS INTL | $1.5M | 0.0% | 20,100 |
| FITBFifth Third Bancorp | $1.5M | 0.0% | 29,572 |
| MNSTMonster Beverage Corp | $1.5M | 0.0% | 35,807 |
| BBYBest Buy Co Inc | $1.5M | 0.0% | 16,882 |
| BBarrick Mining Corporation Common Shares | $1.5M | 0.0% | 36,826 |
| CCICrown Castle Inc | $1.5M | 0.0% | 22,308 |
| IAGIAMGOLD Corp | $1.5M | 0.0% | 80,462 |
| DISWalt Disney Co | $1.5M | 0.0% | 14,022 |
| FIRST TR EXCHANGE TRADED FD | $1.5M | 0.0% | 61,921 |
| NEOS ETF TRUST | $1.5M | 0.0% | 26,221 |
| IYHiShares U.S. Healthcare ETF | $1.4M | 0.0% | 20,223 |
| IREN LIMITED | $1.4M | 0.0% | 35,329 |
| CVSCVS Health Corp | $1.4M | 0.0% | 16,802 |
| AVDEAvantis International Equity ETF | $1.4M | 0.0% | 15,870 |
| NLRVanEck Uranium and Nuclear ETF | $1.4M | 0.0% | 13,811 |
| TRUST FOR PROFESSIONAL MANAG | $1.4M | 0.0% | 41,966 |
| MCKMcKesson Corp | $1.4M | 0.0% | 1,672 |
| ASCENDIS PHARMA A/S | $1.4M | 0.0% | 6,257 |
| JAZZ PHARMACEUTICALS PLC | $1.4M | 0.0% | 6,128 |
| VVVanguard Large-Cap ETF | $1.4M | 0.0% | 3,999 |
| MAINMain Street Capital Corp | $1.4M | 0.0% | 25,553 |
| PRINCIPAL EXCHANGE TRADED FD | $1.4M | 0.0% | 21,124 |
| ESSEssex Property Trust Inc | $1.4M | 0.0% | 5,201 |
| OKEONEOK Inc | $1.4M | 0.0% | 16,318 |
| WISDOMTREE TR | $1.4M | 0.0% | 61,525 |
| FIRST TR EXCHNG TRADED FD VI | $1.4M | 0.0% | 58,428 |
| GRANITESHARES ETF TR | $1.4M | 0.0% | 37,424 |
| KRKroger Co | $1.4M | 0.0% | 23,038 |
| BREAD FINANCIAL HOLDINGS INC | $1.4M | 0.0% | 13,938 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $1.4M | 0.0% | 11,070 |
| EDConsolidated Edison Inc | $1.4M | 0.0% | 13,300 |
| AVESAvantis Emerging Markets Value ETF | $1.4M | 0.0% | 20,845 |
| WDAYWorkday Inc | $1.4M | 0.0% | 7,122 |
| FIDELITY COVINGTON TRUST | $1.4M | 0.0% | 16,759 |
| CION INVT CORP | $1.3M | 0.0% | 192,255 |
| AREAlexandria Real Estate Equities, Inc | $1.3M | 0.0% | 28,423 |
| SOFISoFi Technologies Inc | $1.3M | 0.0% | 81,327 |
| NTAPNetApp Inc | $1.3M | 0.0% | 6,410 |
| ADMArcher-Daniels-Midland Co | $1.3M | 0.0% | 16,928 |
| VXFVanguard Extended Market ETF | $1.3M | 0.0% | 5,797 |
| SDYState Street SPDR S&P Dividend ETF | $1.3M | 0.0% | 9,158 |
| NUENucor Corp | $1.3M | 0.0% | 5,688 |
| OCEANEERING INTL INC | $1.3M | 0.0% | 30,367 |
| INNOVATOR ETFS TRUST | $1.3M | 0.0% | 24,230 |
| TIDAL TRUST I | $1.3M | 0.0% | 47,383 |
| AIQGlobal X Artificial Intelligence & Technology ETF | $1.3M | 0.0% | 20,171 |
| ABTAbbott Laboratories | $1.3M | 0.0% | 13,141 |
| DBCINVESCO DB COMMDY INDX TRCK | $1.3M | 0.0% | 40,401 |
| BEBloom Energy Corp | $1.3M | 0.0% | 4,702 |
| CMCSAComcast Corp | $1.3M | 0.0% | 59,645 |
| CNCCentene Corp | $1.3M | 0.0% | 20,829 |
| FIRST TR EXCHANGE-TRADED FD | $1.3M | 0.0% | 7,252 |
| ARKKARK Innovation ETF | $1.3M | 0.0% | 14,447 |
| FIRST TR EXCHNG TRADED FD VI | $1.3M | 0.0% | 34,068 |
| INTFiShares International Equity Factor ETF | $1.3M | 0.0% | 30,741 |
| IYFiShares U.S. Financial ETF | $1.3M | 0.0% | 10,154 |
| TECHNIPFMC PLC | $1.3M | 0.0% | 18,807 |
| NCINO INC | $1.3M | 0.0% | 70,000 |
| NEBIUS GROUP N.V. | $1.3M | 0.0% | 5,353 |
| BULLISH | $1.3M | 0.0% | 36,103 |
Quarter ending 2026-09-30.
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